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Seagate Technology Hldngs PL (STX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares6,022,588 from 5,155,435
Change+867,153 (+17%)
Value$5.5B (+$577.6M)
Filed 2026-11-06
Aberdeen Group plc
INCREASED
Shares3,757,206 from 202,864
Change+3,554,342 (+1752%)
Value$65.8M (-$130.0M)
Filed 2026-11-06
Sanders Capital, LLC
INCREASED
Shares3,490,299 from 3,487,219
Change+3,080 (+0%)
Value$3.2B (-$145.9M)
Filed 2026-11-02
Amundi
INCREASED
Shares1,567,996 from 1,285,101
Change+282,895 (+22%)
Value$1.4B (+$206.1M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares1,368,725 from 1,152,676
Change+216,049 (+19%)
Value$1.3B (+$150.1M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares1,337,467 from 1,286,208
Change+51,259 (+4%)
Value$1.2B (-$7.6M)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares1,079,313 from 1,591,694
Change-512,381 (-32%)
Value$995.5M (-$540.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,031,307 from 942,529
Change+88,778 (+9%)
Value$951.1M (+$41.5M)
Filed 2026-11-04
Swedbank AB
INCREASED
Shares904,984 from 822,103
Change+82,881 (+10%)
Value$834.7M (+$41.4M)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares748,798 from 687,394
Change+61,404 (+9%)
Value$690.3M (+$26.8M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares680,215 from 568,334
Change+111,881 (+20%)
Value$627.4M (+$78.9M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares614,317 from 569,718
Change+44,599 (+8%)
Value$566.6M (+$16.8M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares545,689 from 556,378
Change-10,689 (-2%)
Value$503.3M (-$33.6M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares479,879 from 457,832
Change+22,047 (+5%)
Value$442.6M (+$803.7K)
Filed 2026-11-04
MacKenzie Financial Corp
INCREASED
Shares372,339 from 249,469
Change+122,870 (+49%)
Value$343.4M (+$102.7M)
Filed 2026-11-02
WT Asset Management Ltd
DECREASED
Shares355,094 from 564,716
Change-209,622 (-37%)
Value$327.5M (-$217.4M)
Filed 2026-10-28
DekaBank Deutsche Girozentrale
INCREASED
Shares285,513 from 37,100
Change+248,413 (+670%)
Value$261.4K (+$247.6K)
Filed 2026-10-27
William Blair Investment Management, LLC
INCREASED
Shares276,990 from 190,847
Change+86,143 (+45%)
Value$255.5M (+$71.3M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares272,390 from 252,892
Change+19,498 (+8%)
Value$251.2M (+$7.2M)
Filed 2026-11-06
ProShare Advisors LLC
INCREASED
Shares265,185 from 255,231
Change+9,954 (+4%)
Value$244.6M (-$1.7M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares231,416 from 249,488
Change-18,072 (-7%)
Value$213.4M (-$27.3M)
Filed 2026-11-02
Pictet Asset Management Holding SA
INCREASED
Shares203,667 from 139,137
Change+64,530 (+46%)
Value$187.8M (+$53.6M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares198,911 from 201,481
Change-2,570 (-1%)
Value$183.5M (-$11.0M)
Filed 2026-11-03
M&G Plc
INCREASED
Shares193,721 from 139,501
Change+54,220 (+39%)
Value$178.6M (+$44.0M)
Filed 2026-11-04
Neos Investment Management LLC
INCREASED
Shares192,667 from 166,382
Change+26,285 (+16%)
Value$177.7M (+$17.1M)
Filed 2026-11-04
New York State Teachers Retirement System
DECREASED
Shares171,472 from 172,774
Change-1,302 (-1%)
Value$158.2K (-$8.6K)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares170,689 from 122,140
Change+48,549 (+40%)
Value$161.4M (+$49.6M)
Filed 2026-11-04
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares150,318 from 153,812
Change-3,494 (-2%)
Value$138.6M (-$9.8M)
Filed 2026-11-06
CIBC Asset Management Inc
INCREASED
Shares129,139 from 115,174
Change+13,965 (+12%)
Value$119.1M (+$8.0M)
Filed 2026-11-05
Virginia Retirement Systems ET Al
DECREASED
Shares111,699 from 122,179
Change-10,480 (-9%)
Value$103.0M (-$14.9M)
Filed 2026-10-28
Artemis Investment Management LLP
DECREASED
Shares109,550 from 112,419
Change-2,869 (-3%)
Value$101.0M (-$7.4M)
Filed 2026-10-08
Asset Management One Co., Ltd.
INCREASED
Shares99,131 from 98,311
Change+820 (+1%)
Value$91.4M (-$3.4M)
Filed 2026-10-27
Robeco Institutional Asset Management B.V.
INCREASED
Shares90,715 from 80,692
Change+10,023 (+12%)
Value$83.7M (+$5.8M)
Filed 2026-10-20
Jefferies Financial Group Inc.
INCREASED
Shares89,075 from 60,306
Change+28,769 (+48%)
Value$82.2M (+$24.0M)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares87,625 from 27,448
Change+60,177 (+219%)
Value$80.8M (+$54.3M)
Filed 2026-11-02
GF Fund Management Co. Ltd.
DECREASED
Shares87,004 from 121,597
Change-34,593 (-28%)
Value$80.2M (-$37.1M)
Filed 2026-10-26
Chicago Capital, LLC
INCREASED
Shares84,063 from 64,308
Change+19,755 (+31%)
Value$77.5M (+$15.5M)
Filed 2026-10-13
Creative Planning
INCREASED
Shares81,639 from 74,365
Change+7,274 (+10%)
Value$75.3M (+$3.5M)
Filed 2026-11-02
Wedge Capital Management L L P
INCREASED
Shares79,386 from 77,655
Change+1,731 (+2%)
Value$73.2M (-$1.7M)
Filed 2026-10-13
Swiss Life Asset Management Ltd
DECREASED
Shares76,134 from 98,365
Change-22,231 (-23%)
Value$70.2M (-$24.7M)
Filed 2026-11-03
Daiwa Securities Group Inc.
INCREASED
Shares75,957 from 66,237
Change+9,720 (+15%)
Value$70.1M (+$6.1M)
Filed 2026-10-29
SEB Asset Management AB
INCREASED
Shares75,049 from 69,799
Change+5,250 (+8%)
Value$69.2M (+$1.9M)
Filed 2026-11-04
Eastern Bank
INCREASED
Shares73,812 from 69,932
Change+3,880 (+6%)
Value$68.1M (+$595.4K)
Filed 2026-10-05
KBC Group NV
DECREASED
Shares73,216 from 155,454
Change-82,238 (-53%)
Value$67.5K (-$82.5K)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
INCREASED
Shares71,220 from 70,708
Change+512 (+1%)
Value$65.7M (-$2.5M)
Filed 2026-11-05
Braun Stacey Associates Inc
NEW
Shares68,316
Change+68,316
Value$63.0M
Filed 2026-10-19
iA Global Asset Management Inc.
INCREASED
Shares65,725 from 61,277
Change+4,448 (+7%)
Value$60.6K (+$1.5K)
Filed 2026-10-29
Czech National Bank
INCREASED
Shares65,121 from 63,824
Change+1,297 (+2%)
Value$60.1M (-$1.5M)
Filed 2026-10-13
Mn Services Vermogensbeheer B.V.
INCREASED
Shares64,800 from 63,700
Change+1,100 (+2%)
Value$59.8K (-$1.7K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
INCREASED
Shares63,162 from 62,858
Change+304 (+0%)
Value$58.3M (-$2.4M)
Filed 2026-11-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares63,019 from 65,428
Change-2,409 (-4%)
Value$58.1M (-$5.0M)
Filed 2026-10-15
Arizona State Retirement System
INCREASED
Shares62,047 from 60,609
Change+1,438 (+2%)
Value$57.2M (-$1.3M)
Filed 2026-11-03
Nisa Investment Advisors, LLC
DECREASED
Shares60,790 from 60,819
Change-29 (0%)
Value$56.1M (-$2.6M)
Filed 2026-10-20
Eurizon Capital SGR S.p.A.
INCREASED
Shares60,385 from 56,181
Change+4,204 (+7%)
Value$55.7M (+$1.4M)
Filed 2026-11-06
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED
Shares59,148 from 35,240
Change+23,908 (+68%)
Value$54.6M (+$20.5M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares58,170 from 54,926
Change+3,244 (+6%)
Value$53.7M (+$648.9K)
Filed 2026-10-20
State of Michigan Retirement System
DECREASED
Shares56,905 from 57,405
Change-500 (-1%)
Value$52.5M (-$2.9M)
Filed 2026-10-27
TD Waterhouse Canada Inc.
DECREASED
Shares56,213 from 65,693
Change-9,480 (-14%)
Value$53.2M (-$6.9M)
Filed 2026-10-16
Valley Wealth Managers, Inc.
DECREASED
Shares56,007 from 57,623
Change-1,616 (-3%)
Value$51.7M (-$3.9M)
Filed 2026-10-09
IFM Investors Pty Ltd
INCREASED
Shares52,597 from 50,339
Change+2,258 (+4%)
Value$48.5M (-$64.8K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares52,087 from 67,741
Change-15,654 (-23%)
Value$48.0M (-$17.3M)
Filed 2026-11-02
Hosking Partners LLP
DECREASED
Shares51,662 from 53,855
Change-2,193 (-4%)
Value$47.6M (-$4.3M)
Filed 2026-10-21
Aufman Associates Inc
DECREASED
Shares50,590 from 50,612
Change-22 (0%)
Value$46.7M (-$2.2M)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares50,074 from 49,526
Change+548 (+1%)
Value$46.2M (-$1.6M)
Filed 2026-11-03
Achmea Investment Management B.V.
DECREASED
Shares49,904 from 50,584
Change-680 (-1%)
Value$46.1M (+$46.0M)
Filed 2026-10-30
Retirement Systems of Alabama
INCREASED
Shares47,530 from 47,104
Change+426 (+1%)
Value$43.8M (-$1.6M)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares45,589 from 36,974
Change+8,615 (+23%)
Value$42.0M (+$6.3M)
Filed 2026-11-04
Unicom Systems, Inc.
UNCHANGED
Shares43,500 from 43,500
Change0 (0%)
Value$40.1M (-$1.9M)
Filed 2026-10-13
LBP AM SA
DECREASED
Shares42,266 from 67,319
Change-25,053 (-37%)
Value$39.0M (-$26.0M)
Filed 2026-11-06
Generali Asset Management SPA SGR
DECREASED
Shares41,286 from 41,795
Change-509 (-1%)
Value$38.1M (-$2.3M)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares40,269 from 44,012
Change-3,743 (-8%)
Value$37.1M (-$5.3M)
Filed 2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares38,330 from 38,753
Change-423 (-1%)
Value$35.4K (-$2.0K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares38,319 from 15,403
Change+22,916 (+149%)
Value$35.3M (+$20.5M)
Filed 2026-10-21
Kwmg, LLC
DECREASED
Shares38,210 from 43,371
Change-5,161 (-12%)
Value$35.2M (-$6.6M)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares35,628 from 35,538
Change+90 (+0%)
Value$32.9K (-$1.4K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares34,782 from 36,071
Change-1,289 (-4%)
Value$32.1M (-$2.7M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares33,630 from 35,553
Change-1,923 (-5%)
Value$31.0M (-$3.3M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares33,376 from 31,530
Change+1,846 (+6%)
Value$24.6M (-$2.7M)
Filed 2026-10-13
Gateway Investment Advisers LLC
INCREASED
Shares33,077 from 27,093
Change+5,984 (+22%)
Value$30.5M (+$4.4M)
Filed 2026-10-13
ARS Investment Partners, LLC
DECREASED
Shares32,435 from 32,635
Change-200 (-1%)
Value$29.9M (-$1.6M)
Filed 2026-11-05
Zweig-DiMenna Associates LLC
INCREASED
Shares31,310 from 17,844
Change+13,466 (+75%)
Value$28.9M (+$11.7M)
Filed 2026-11-06
Hanson & Doremus Investment Management
DECREASED
Shares29,885 from 31,488
Change-1,603 (-5%)
Value$27.6K (-$2.8K)
Filed 2026-10-16
Old Port Advisors
DECREASED
Shares29,646 from 30,342
Change-696 (-2%)
Value$27.3M (-$1.9M)
Filed 2026-10-23
ASR Vermogensbeheer N.V.
DECREASED
Shares29,206 from 29,647
Change-441 (-1%)
Value$26.9M (-$1.7M)
Filed 2026-10-16
ABN Amro Investment Solutions
INCREASED
Shares29,051 from 21,263
Change+7,788 (+37%)
Value$26.8M (+$6.3M)
Filed 2026-10-21
Xponance LLC
INCREASED
Shares28,935 from 25,464
Change+3,471 (+14%)
Value$26.7M (+$2.1M)
Filed 2026-11-03
Aegon Asset Management UK PLC
INCREASED
Shares28,903 from 3,624
Change+25,279 (+698%)
Value$26.7M (+$23.2M)
Filed 2026-11-04
J. Safra Sarasin Holding AG
INCREASED
Shares28,855 from 5,716
Change+23,139 (+405%)
Value$25.8M (+$22.4M)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares28,769 from 28,011
Change+758 (+3%)
Value$27.8M (+$731.5K)
Filed 2026-11-06
Amalgamated Bank
DECREASED
Shares27,945 from 28,511
Change-566 (-2%)
Value$25.8K (-$1.7K)
Filed 2026-10-23
Oregon Public Employees Retirement Fund
INCREASED
Shares27,901 from 27,553
Change+348 (+1%)
Value$25.7M (-$854.4K)
Filed 2026-10-30
Chapin Davis, Inc.
DECREASED
Shares25,593 from 26,495
Change-902 (-3%)
Value$23.6M (-$2.0M)
Filed 2026-10-09
Louisiana State Employees Retirement System
DECREASED
Shares25,400 from 25,900
Change-500 (-2%)
Value$23.4M (-$1.6M)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares24,985 from 10,225
Change+14,760 (+144%)
Value$23.0M (+$13.2M)
Filed 2026-10-16
Illinois Municipal Retirement Fund
INCREASED
Shares24,935 from 19,605
Change+5,330 (+27%)
Value$23.0M (+$4.1M)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares24,902 from 118
Change+24,784 (+21003%)
Value$23.0M (+$22.9M)
Filed 2026-10-28
Ritholtz Wealth Management
DECREASED
Shares24,807 from 27,787
Change-2,980 (-11%)
Value$22.9M (-$3.9M)
Filed 2026-11-05
Indivisible Partners
DECREASED
Shares22,292 from 43,306
Change-21,014 (-49%)
Value$20.6M (-$21.2M)
Filed 2026-10-26
Zevenbergen Capital Investments LLC
UNCHANGED
Shares22,100 from 22,100
Change0 (0%)
Value$20.4M (-$942.8K)
Filed 2026-10-08
State of Alaska, Department of Revenue
DECREASED
Shares21,469 from 21,971
Change-502 (-2%)
Value$19.8K (-$1.4K)
Filed 2026-10-15
Portman Square Capital LLP
DECREASED
Shares21,086 from 25,167
Change-4,081 (-16%)
Value$19.4M (-$4.8M)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares20,978 from 25,854
Change-4,876 (-19%)
Value$19.3M (-$5.6M)
Filed 2026-11-05
Gunderson Capital Management LLC
INCREASED
Shares20,971 from 12,518
Change+8,453 (+68%)
Value$19.3M (+$7.3M)
Filed 2026-10-15
Mutual of America Capital Management LLC
INCREASED
Shares20,917 from 20,899
Change+18 (+0%)
Value$19.3M (-$874.9K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares20,637 from 13,030
Change+7,607 (+58%)
Value$19.0M (+$6.5M)
Filed 2026-10-16
Cornerstone Advisors, LLC
UNCHANGED
Shares20,622 from 20,622
Change0 (0%)
Value$19.0M (-$879.7K)
Filed 2026-11-06
Yousif Capital Management, LLC
DECREASED
Shares20,461 from 20,559
Change-98 (0%)
Value$18.9M (-$967.4K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares19,690 from 15,842
Change+3,848 (+24%)
Value$18.2K (+$2.9K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares18,864 from 21,047
Change-2,183 (-10%)
Value$17.4M (-$2.9M)
Filed 2026-10-20
Ethic Inc.
DECREASED
Shares18,781 from 19,485
Change-704 (-4%)
Value$17.3M (-$1.5M)
Filed 2026-11-03
Factory Mutual Insurance Co
NEW
Shares18,650
Change+18,650
Value$17.2M
Filed 2026-10-30
Bell Bank
INCREASED
Shares18,038 from 17,792
Change+246 (+1%)
Value$16.6M (-$532.1K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares18,010 from 18,683
Change-673 (-4%)
Value$16.6M (-$1.4M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares17,679 from 15,397
Change+2,282 (+15%)
Value$16.3M (+$1.4M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares17,445 from 15,286
Change+2,159 (+14%)
Value$16.1M (+$1.3M)
Filed 2026-10-08
Profund Advisors LLC
DECREASED
Shares17,390 from 18,691
Change-1,301 (-7%)
Value$16.0M (-$2.0M)
Filed 2026-10-29
Gulf International Bank (UK) Ltd
UNCHANGED
Shares17,181 from 17,181
Change0 (0%)
Value$15.8K (-$733)
Filed 2026-10-20
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares16,990 from 16,630
Change+360 (+2%)
Value$15.7M (-$377.4K)
Filed 2026-10-30
SeaBridge Investment Advisors LLC
DECREASED
Shares16,821 from 16,891
Change-70 (0%)
Value$15.5M (-$785.1K)
Filed 2026-11-02
Fideuram Asset Management (Ireland) dac
DECREASED
Shares16,711 from 62,014
Change-45,303 (-73%)
Value$14.7M (-$30.6M)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares16,486 from 10,332
Change+6,154 (+60%)
Value$15.2M (+$8.1M)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares15,882 from 15,181
Change+701 (+5%)
Value$14.6M (-$1.1K)
Filed 2026-10-29
Calamos Wealth Management LLC
INCREASED
Shares15,849 from 15,334
Change+515 (+3%)
Value$14.6M (-$179.1K)
Filed 2026-11-02
Alta Advisers Ltd
INCREASED
Shares15,668 from 12,166
Change+3,502 (+29%)
Value$14.5M (+$2.7M)
Filed 2026-11-02
Avanza Fonder AB
INCREASED
Shares15,572 from 14,490
Change+1,082 (+7%)
Value$14.4M (+$379.8K)
Filed 2026-10-13
Clearstead Trust, LLC
DECREASED
Shares15,430 from 15,808
Change-378 (-2%)
Value$14.2M (-$1.0M)
Filed 2026-11-06
Loftus Peak Pty Ltd
INCREASED
Shares15,096 from 14,789
Change+307 (+2%)
Value$13.9M (-$347.7K)
Filed 2026-10-15
Vontobel Holding Ltd.
INCREASED
Shares14,743 from 12,025
Change+2,718 (+23%)
Value$13.6M (+$2.0M)
Filed 2026-10-16
Brighton Jones LLC
DECREASED
Shares14,048 from 14,170
Change-122 (-1%)
Value$13.0M (-$717.0K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares13,947 from 14,166
Change-219 (-2%)
Value$12.9M (-$806.4K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares13,744 from 11,509
Change+2,235 (+19%)
Value$12.7M (+$1.6M)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares13,566 from 12,309
Change+1,257 (+10%)
Value$12.5M (+$634.3K)
Filed 2026-10-26
United Capital Management of KS, Inc.
INCREASED
Shares13,390 from 12,970
Change+420 (+3%)
Value$12.4M (-$166.0K)
Filed 2026-11-04
Fulton Breakefield Broenniman LLC
INCREASED
Shares12,905 from 1,052
Change+11,853 (+1127%)
Value$11.9M (+$10.9M)
Filed 2026-11-03
NewSquare Capital LLC
INCREASED
Shares12,767 from 12,019
Change+748 (+6%)
Value$11.8M (+$177.2K)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares12,216 from 12,240
Change-24 (0%)
Value$11.3M (-$562.4K)
Filed 2026-10-29
Inlet Private Wealth, LLC
UNCHANGED
Shares11,722 from 11,722
Change0 (0%)
Value$10.8M (-$500.1K)
Filed 2026-10-21
Park Avenue Securities LLC
DECREASED
Shares11,681 from 11,861
Change-180 (-2%)
Value$10.8K (-$672)
Filed 2026-10-26
Range Financial Group LLC
INCREASED
Shares11,070 from 10,492
Change+578 (+6%)
Value$10.2M (+$85.6K)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares11,038 from 10,816
Change+222 (+2%)
Value$10.2M (-$255.5K)
Filed 2026-11-06
China Universal Asset Management Co., Ltd.
INCREASED
Shares11,037 from 6,752
Change+4,285 (+63%)
Value$10.1M (+$3.6M)
Filed 2026-10-28
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares10,872 from 211
Change+10,661 (+5053%)
Value$8.8M (+$8.6M)
Filed 2026-10-20
New Mexico Educational Retirement Board
UNCHANGED
Shares10,850 from 10,850
Change0 (0%)
Value$10.0K (-$463)
Filed 2026-11-05
Aull & Monroe Investment Management Corp
DECREASED
Shares10,819 from 10,969
Change-150 (-1%)
Value$10.0M (-$606.3K)
Filed 2026-10-16
Naples Global Advisors, LLC
DECREASED
Shares10,566 from 10,600
Change-34 (0%)
Value$9.8M (-$483.6K)
Filed 2026-11-05
Keystone Wealth Services, LLC
DECREASED
Shares10,502 from 11,172
Change-670 (-6%)
Value$9.6M (-$1.2M)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares10,241 from 10,783
Change-542 (-5%)
Value$9.4M (-$959.8K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED
Shares10,078 from 10,135
Change-57 (-1%)
Value$9.3M (-$520.6K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares10,043 from 8,837
Change+1,206 (+14%)
Value$9.3M (+$736.1K)
Filed 2026-10-15
Great Lakes Retirement, Inc.
DECREASED
Shares10,015 from 10,358
Change-343 (-3%)
Value$9.2M (-$750.6K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares9,996 from 7,842
Change+2,154 (+27%)
Value$9.2M (+$1.7M)
Filed 2026-10-23
Insight Wealth Strategies, LLC
INCREASED
Shares9,937 from 9,799
Change+138 (+1%)
Value$9.2M (+$196.8K)
Filed 2026-10-09
CenterBook Partners LP
NEW
Shares9,803
Change+9,803
Value$9.0M
Filed 2026-11-02
Compagnie Lombard Odier SCmA
NEW
Shares9,796
Change+9,796
Value$9.0M
Filed 2026-11-04
Leisure Capital Management
DECREASED
Shares9,667 from 12,772
Change-3,105 (-24%)
Value$8.9M (-$3.4M)
Filed 2026-11-03
Dedeker Financial LLC
UNCHANGED
Shares9,623 from 9,623
Change0 (0%)
Value$8.9M (-$410.9K)
Filed 2026-10-23
Quadrant Capital Group LLC
DECREASED
Shares9,381 from 9,429
Change-48 (-1%)
Value$7.0M (-$2.1M)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares9,304 from 7,887
Change+1,417 (+18%)
Value$8.6M (+$970.5K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares9,069 from 7,924
Change+1,145 (+14%)
Value$8.4M (+$718.1K)
Filed 2026-10-29
Kimelman & Baird, LLC
UNCHANGED
Shares9,025 from 9,025
Change0 (0%)
Value$8.3M (-$385.0K)
Filed 2026-11-03
Procyon Advisors, LLC
INCREASED
Shares8,973 from 7,231
Change+1,742 (+24%)
Value$8.3M (+$1.3M)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares8,915 from 17,150
Change-8,235 (-48%)
Value$8.2M (-$8.3M)
Filed 2026-10-22
Stablepoint Partners, LLC
DECREASED
Shares8,807 from 10,123
Change-1,316 (-13%)
Value$8.1M (-$1.6M)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares8,788 from 11,267
Change-2,479 (-22%)
Value$8.1M (-$2.8M)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
DECREASED
Shares8,710 from 9,009
Change-299 (-3%)
Value$8.0M (-$660.1K)
Filed 2026-10-21
Stanley-Laman Group, Ltd.
DECREASED
Shares8,709 from 8,763
Change-54 (-1%)
Value$8.0M (-$423.6K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares8,691 from 8,414
Change+277 (+3%)
Value$8.0M (-$103.2K)
Filed 2026-11-03
Tokio Marine Asset Management Co LTD
INCREASED
Shares8,645 from 8,487
Change+158 (+2%)
Value$8.0M (-$216.3K)
Filed 2026-10-26
Genus Capital Management Inc.
DECREASED
Shares8,551 from 15,228
Change-6,677 (-44%)
Value$7.9M (-$6.8M)
Filed 2026-11-04
Smith Shellnut Wilson LLC
DECREASED
Shares8,414 from 8,441
Change-27 (0%)
Value$7.8M (-$385.0K)
Filed 2026-10-21
Paragon Private Wealth Management, LLC
INCREASED
Shares8,256 from 7,668
Change+588 (+8%)
Value$7.6M (+$215.5K)
Filed 2026-10-20
Community Bank & Trust, Waco, Texas
DECREASED
Shares8,224 from 9,456
Change-1,232 (-13%)
Value$7.6K (-$1.5K)
Filed 2026-10-19
Catherine Avery Investment Management LLC
DECREASED
Shares8,140 from 11,595
Change-3,455 (-30%)
Value$7.5M (-$3.7M)
Filed 2026-10-14
Westco Advisory Services Inc
INCREASED
Shares7,978 from 7,950
Change+28 (+0%)
Value$7.4M (-$313.3K)
Filed 2026-10-14
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares7,723 from 7,782
Change-59 (-1%)
Value$7.1M (-$386.4K)
Filed 2026-10-14
Ascent Group, LLC
INCREASED
Shares7,529 from 7,394
Change+135 (+2%)
Value$6.9M (-$190.9K)
Filed 2026-10-30
Oppenheimer Asset Management Inc.
INCREASED
Shares7,521 from 1,740
Change+5,781 (+332%)
Value$6.9M (+$5.3M)
Filed 2026-10-27
UMB Bank, n.a.
INCREASED
Shares7,476 from 1,928
Change+5,548 (+288%)
Value$6.9M (+$5.0M)
Filed 2026-11-06
Raiffeisen Bank International AG
INCREASED
Shares7,473 from 5,702
Change+1,771 (+31%)
Value$6.8M (+$1.3M)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares7,462 from 22,041
Change-14,579 (-66%)
Value$4.8M (-$16.5M)
Filed 2026-11-04
Assenagon Asset Management S.A.
INCREASED
Shares7,429 from 7,321
Change+108 (+1%)
Value$6.9M (-$212.7K)
Filed 2026-10-15
Kingsman Wealth Management, Inc.
INCREASED
Shares7,414 from 6,812
Change+602 (+9%)
Value$6.8M (+$264.7K)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares7,367 from 9,106
Change-1,739 (-19%)
Value$6.8M (-$2.0M)
Filed 2026-10-14
Choreo, LLC
DECREASED
Shares7,341 from 8,550
Change-1,209 (-14%)
Value$6.8M (-$1.5M)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares7,295 from 7,235
Change+60 (+1%)
Value$6.7M (-$253.3K)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares7,073 from 6,391
Change+682 (+11%)
Value$6.5M (+$357.0K)
Filed 2026-10-23
Radnor Capital Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$6.5M (-$298.6K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares6,988 from 6,613
Change+375 (+6%)
Value$6.4M (+$63.8K)
Filed 2026-10-08
American State Bank (Iowa)
DECREASED
Shares6,905 from 7,000
Change-95 (-1%)
Value$6.4M (-$386.2K)
Filed 2026-11-03
Fisher Asset Management, LLC
INCREASED
Shares6,873 from 1,214
Change+5,659 (+466%)
Value$6.3M (+$5.2M)
Filed 2026-11-06
Americana Partners, LLC
INCREASED
Shares6,851 from 2,256
Change+4,595 (+204%)
Value$6.3M (+$4.1M)
Filed 2026-10-28
Overbrook Management Corp
NEW
Shares6,823
Change+6,823
Value$6.3M
Filed 2026-10-08
Occidental Asset Management, LLC
INCREASED
Shares6,719 from 661
Change+6,058 (+916%)
Value$6.2M (+$5.6M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares6,704 from 10,820
Change-4,116 (-38%)
Value$6.2M (-$4.3M)
Filed 2026-11-05
Globalt Investments LLC / GA
DECREASED
Shares6,688 from 6,936
Change-248 (-4%)
Value$6.2M (-$524.6K)
Filed 2026-10-27
Greenleaf Trust
DECREASED
Shares6,657 from 6,875
Change-218 (-3%)
Value$6.1M (-$494.4K)
Filed 2026-10-29
Atlatl Advisers LLC
DECREASED
Shares6,635 from 7,951
Change-1,316 (-17%)
Value$6.1M (-$1.6M)
Filed 2026-10-22
Kintegral Advisory, LLC
INCREASED
Shares6,618 from 6,581
Change+37 (+1%)
Value$6.1M (-$246.6K)
Filed 2026-10-16
Aviso Wealth Management
DECREASED
Shares6,595 from 6,751
Change-156 (-2%)
Value$6.1M (-$431.9K)
Filed 2026-11-04
Raab & Moskowitz Asset Management LLC
DECREASED
Shares6,503 from 6,531
Change-28 (0%)
Value$6.0M (-$304.4K)
Filed 2026-11-02
Virtue Capital Management, LLC
DECREASED
Shares6,469 from 6,618
Change-149 (-2%)
Value$6.0M (-$419.7K)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
DECREASED
Shares6,387 from 7,111
Change-724 (-10%)
Value$5.9M (-$971.2K)
Filed 2026-10-21
Praxis Investment Management Inc
DECREASED
Shares6,383 from 6,691
Change-308 (-5%)
Value$5.9K (-$570)
Filed 2026-11-03
Romano Brothers and Company
DECREASED
Shares6,358 from 7,758
Change-1,400 (-18%)
Value$5.9M (-$1.6M)
Filed 2026-10-22
VMS Asset Management Limited
DECREASED
Shares6,251 from 17,871
Change-11,620 (-65%)
Value$5.8M (-$11.5M)
Filed 2026-10-15
Mezzasalma Advisors, LLC
INCREASED
Shares6,198 from 5,925
Change+273 (+5%)
Value$5.7M (-$962)
Filed 2026-10-14
Plato Investment Management Ltd
INCREASED
Shares6,177 from 5,807
Change+370 (+6%)
Value$5.7M (+$148.4K)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED
Shares6,073 from 6,196
Change-123 (-2%)
Value$5.6M (-$377.8K)
Filed 2026-10-28
Howard Capital Management, LLC
DECREASED
Shares6,055 from 6,062
Change-7 (0%)
Value$5.6M (-$265.1K)
Filed 2026-10-16
Clearstead Advisors, LLC
DECREASED
Shares6,013 from 6,627
Change-614 (-9%)
Value$5.5M (-$852.3K)
Filed 2026-11-06
Adell Harriman & Carpenter Inc
INCREASED
Shares6,009 from 3,124
Change+2,885 (+92%)
Value$5.5M (+$2.5M)
Filed 2026-11-02
Community Financial Services Group, LLC
INCREASED
Shares5,924 from 51
Change+5,873 (+11516%)
Value$5.6M (+$5.6M)
Filed 2026-10-15
Greenup Street Wealth Management LLC
DECREASED
Shares5,918 from 6,055
Change-137 (-2%)
Value$5.5M (-$385.4K)
Filed 2026-10-28
Securian Asset Management, Inc
DECREASED
Shares5,852 from 5,958
Change-106 (-2%)
Value$5.4M (+$704.7K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares5,765 from 7,948
Change-2,183 (-27%)
Value$5.3M (-$2.4M)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,731 from 5,983
Change-252 (-4%)
Value$5.3M (-$487.6K)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares5,713 from 5,655
Change+58 (+1%)
Value$5.3M (-$187.6K)
Filed 2026-10-23
GKV Capital Management Co., Inc.
INCREASED
Shares5,655 from 5,577
Change+78 (+1%)
Value$5.2M (-$166.0K)
Filed 2026-11-06
Temasek Holdings (Private) Ltd
DECREASED
Shares5,600 from 22,443
Change-16,843 (-75%)
Value$5.2M (-$16.5M)
Filed 2026-10-28
Burney Co/
DECREASED
Shares5,589 from 5,850
Change-261 (-4%)
Value$5.2M (-$490.3K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares5,549 from 7,355
Change-1,806 (-25%)
Value$5.1M (-$2.0M)
Filed 2026-10-15
Parkway Wealth Management Group, LLC
DECREASED
Shares5,310 from 9,038
Change-3,728 (-41%)
Value$4.9M (-$3.8M)
Filed 2026-10-20
Sara-Bay Financial
DECREASED
Shares5,105 from 5,374
Change-269 (-5%)
Value$4.7M (-$477.5K)
Filed 2026-10-21
Axxion S.A.
NEW
Shares5,085
Change+5,085
Value$4.7M
Filed 2026-10-22
Hilltop National Bank
DECREASED
Shares5,084 from 6,086
Change-1,002 (-16%)
Value$4.7M (-$1.2M)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares5,058 from 5,009
Change+49 (+1%)
Value$4.7M (-$169.2K)
Filed 2026-10-08
Apeiron Capital Ltd
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$4.8M (-$3.9K)
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares4,913 from 4,605
Change+308 (+7%)
Value$3.7M (-$743.1K)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$4.5M (-$209.0K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares4,891 from 4,603
Change+288 (+6%)
Value$4.5M (+$69.4K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares4,847 from 5,280
Change-433 (-8%)
Value$4.5K (-$625)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,822 from 5,088
Change-266 (-5%)
Value$4.4M (-$462.8K)
Filed 2026-11-03
Level Four Advisory Services, LLC
DECREASED
Shares4,793 from 5,234
Change-441 (-8%)
Value$4.4M (-$630.1K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares4,730 from 4,616
Change+114 (+2%)
Value$4.4M (-$91.1K)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares4,703 from 5,438
Change-735 (-14%)
Value$4.3M (-$909.9K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares4,701 from 4,723
Change-22 (0%)
Value$4.3M (-$222.4K)
Filed 2026-11-03
Green Alpha Advisors, LLC
DECREASED
Shares4,696 from 5,677
Change-981 (-17%)
Value$4.3M (-$1.1M)
Filed 2026-10-08
Cornerstone Wealth Group, LLC
INCREASED
Shares4,624 from 3,676
Change+948 (+26%)
Value$4.3M (+$717.4K)
Filed 2026-11-02
Franchise GP Ltd
DECREASED
Shares4,560 from 5,030
Change-470 (-9%)
Value$4.2M (-$648.1K)
Filed 2026-10-16
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares4,547 from 6,896
Change-2,349 (-34%)
Value$4.2M (-$2.5M)
Filed 2026-10-22
Personal CFO Solutions, LLC
DECREASED
Shares4,509 from 5,097
Change-588 (-12%)
Value$4.2M (-$760.0K)
Filed 2026-11-06
First American Bank
INCREASED
Shares4,485 from 4,089
Change+396 (+10%)
Value$4.1M (+$190.8K)
Filed 2026-10-27
Moors & Cabot, Inc.
DECREASED
Shares4,357 from 4,467
Change-110 (-2%)
Value$4.0M (-$292.0K)
Filed 2026-11-06
MSH Capital Advisors LLC
DECREASED
Shares4,310 from 4,499
Change-189 (-4%)
Value$4.0M (-$366.2K)
Filed 2026-11-03
Mindset Wealth Management, LLC
DECREASED
Shares4,306 from 5,066
Change-760 (-15%)
Value$4.0M (-$917.1K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares4,298 from 7,230
Change-2,932 (-41%)
Value$4.0M (-$3.0M)
Filed 2026-10-08
Diversify Advisory Services, LLC
INCREASED
Shares4,248 from 1,802
Change+2,446 (+136%)
Value$2.9M (+$1.5M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares4,248 from 1,802
Change+2,446 (+136%)
Value$2.9M (+$1.5M)
Filed 2026-10-20
Affinity Capital Advisors, LLC
DECREASED
Shares4,213 from 4,304
Change-91 (-2%)
Value$3.3M (-$438.2K)
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares4,184 from 4,317
Change-133 (-3%)
Value$3.9M (-$306.8K)
Filed 2026-10-28
Left Brain Wealth Management, LLC
DECREASED
Shares4,155 from 5,343
Change-1,188 (-22%)
Value$3.8M (-$1.3M)
Filed 2026-10-28
Nfsg Corp
INCREASED
Shares4,090 from 7
Change+4,083 (+58329%)
Value$3.8M (+$3.8M)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares4,080 from 4,215
Change-135 (-3%)
Value$3.8M (-$304.3K)
Filed 2026-10-28
V-Square Quantitative Management LLC
INCREASED
Shares4,069 from 3,900
Change+169 (+4%)
Value$3.8M (-$10.5K)
Filed 2026-10-15
J.Safra Asset Management Corp
INCREASED
Shares4,065 from 2,881
Change+1,184 (+41%)
Value$3.7M (+$969.1K)
Filed 2026-11-03
CenterStar Asset Management, LLC
NEW
Shares3,990
Change+3,990
Value$3.7M
Filed 2026-10-09
Heritage Investors Management Corp
DECREASED
Shares3,965 from 3,969
Change-4 (0%)
Value$3.7K (-$173)
Filed 2026-10-29
Azzad Asset Management Inc
DECREASED
Shares3,920 from 3,928
Change-8 (0%)
Value$3.6M (-$175.3K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares3,851 from 7,357
Change-3,506 (-48%)
Value$3.6M (-$3.5M)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares3,822 from 2,667
Change+1,155 (+43%)
Value$3.5M (+$951.5K)
Filed 2026-11-03
Salvus Wealth Management, LLC
INCREASED
Shares3,780 from 3,615
Change+165 (+5%)
Value$3.5M (-$2.0K)
Filed 2026-10-13
Icici Prudential Asset Management Co Ltd
NEW
Shares3,698
Change+3,698
Value$3.4M
Filed 2026-11-06
EPG Wealth Management LLC
INCREASED
Shares3,692 from 3,648
Change+44 (+1%)
Value$3.4M (-$114.8K)
Filed 2026-11-03
Bailard, Inc.
INCREASED
Shares3,681 from 3,616
Change+65 (+2%)
Value$3.4M (-$93.4K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,668 from 7,663
Change-3,995 (-52%)
Value$3.4M (-$4.0M)
Filed 2026-10-16
Arvest Investments, Inc.
INCREASED
Shares3,636 from 3,258
Change+378 (+12%)
Value$3.4M (+$209.7K)
Filed 2026-10-21
Forza Wealth Management, LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$3.3M (-$153.6K)
Filed 2026-10-20
Kathmere Capital Management, LLC
DECREASED
Shares3,537 from 4,355
Change-818 (-19%)
Value$3.3M (-$940.3K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares3,492 from 3,291
Change+201 (+6%)
Value$3.2M (+$45.0K)
Filed 2026-10-14
Mengis Capital Management, Inc.
DECREASED
Shares3,480 from 3,960
Change-480 (-12%)
Value$3.2M (-$611.7K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares3,471 from 4,160
Change-689 (-17%)
Value$2.2M (-$1.6M)
Filed 2026-10-27
Perpetual Ltd
DECREASED
Shares3,469 from 3,766
Change-297 (-8%)
Value$3.2M (-$434.6K)
Filed 2026-10-13
Baker Avenue Asset Management, LP
INCREASED
Shares3,446 from 1,290
Change+2,156 (+167%)
Value$3.2M (+$1.9M)
Filed 2026-11-06
Triasima Portfolio Management inc.
NEW
Shares3,411
Change+3,411
Value$3.1M
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares3,319 from 2,153
Change+1,166 (+54%)
Value$2.4M (+$290.6K)
Filed 2026-10-15
LVW Advisors, LLC
DECREASED
Shares3,318 from 4,028
Change-710 (-18%)
Value$3.1M (-$826.7K)
Filed 2026-10-19
Westside Investment Management, Inc.
INCREASED
Shares3,300 from 3,230
Change+70 (+2%)
Value$3.0M (-$83.1K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares3,248 from 3,411
Change-163 (-5%)
Value$3.0M (-$296.1K)
Filed 2026-10-30
Bdf-Gestion
DECREASED
Shares3,222 from 3,631
Change-409 (-11%)
Value$3.0M (+$416.0K)
Filed 2026-10-19
CWA Asset Management Group, LLC
DECREASED
Shares3,183 from 3,193
Change-10 (0%)
Value$2.9M (-$145.5K)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
INCREASED
Shares3,143 from 2,948
Change+195 (+7%)
Value$2.9M (+$54.3K)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares3,132 from 2,390
Change+742 (+31%)
Value$2.3M (+$164.2K)
Filed 2026-10-20
Triglav Investments, D.O.O.
DECREASED
Shares3,036 from 3,050
Change-14 (0%)
Value$2.8M (-$143.0K)
Filed 2026-11-06
Katamaran Capital LLP
DECREASED
Shares3,014 from 4,802
Change-1,788 (-37%)
Value$2.8M (-$1.9M)
Filed 2026-10-27
Zullo Investment Group, Inc.
INCREASED
Shares3,001 from 2,996
Change+5 (+0%)
Value$2.8M (-$123.2K)
Filed 2026-10-20
Artemis Wealth Advisors, LLC
NEW
Shares3,000
Change+3,000
Value$2.8M
Filed 2026-11-05
Zega Investments, LLC
NEW
Shares2,982
Change+2,982
Value$2.8M
Filed 2026-11-04
Diversified Trust Co
NEW
Shares2,981
Change+2,981
Value$2.7M
Filed 2026-11-06
Legacy Bridge, LLC
UNCHANGED
Shares2,952 from 2,952
Change0 (0%)
Value$2.7M (-$125.9K)
Filed 2026-10-28
Deseret Mutual Benefit Administrators
DECREASED
Shares2,940 from 3,280
Change-340 (-10%)
Value$2.7M (-$453.5K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
INCREASED
Shares2,935 from 2,786
Change+149 (+5%)
Value$2.7M (+$18.6K)
Filed 2026-10-27
JLB & Associates Inc
UNCHANGED
Shares2,870 from 2,870
Change0 (0%)
Value$2.8M ($0)
Filed 2026-10-27
Park Capital Management, LLC / WI
DECREASED
Shares2,865 from 3,013
Change-148 (-5%)
Value$2.6M (-$264.9K)
Filed 2026-10-13
Valley National Advisers Inc
INCREASED
Shares2,861 from 201
Change+2,660 (+1323%)
Value$2.6M (+$2.4M)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares2,859 from 2,797
Change+62 (+2%)
Value$2.6M (-$61.4K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares2,858 from 2,841
Change+17 (+1%)
Value$2.6M (-$105.5K)
Filed 2026-10-22
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares2,853 from 3,490
Change-637 (-18%)
Value$2.6M (-$736.4K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$2.6M (-$120.9K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED
Shares2,814 from 4,444
Change-1,630 (-37%)
Value$2.6M (-$1.7M)
Filed 2026-10-29
Nilsine Partners, LLC
INCREASED
Shares2,798 from 422
Change+2,376 (+563%)
Value$2.6M (+$2.2M)
Filed 2026-11-02
Elevated Private Wealth, LLC
DECREASED
Shares2,780 from 3,229
Change-449 (-14%)
Value$2.6M (-$551.9K)
Filed 2026-10-15
SVB Wealth LLC
DECREASED
Shares2,765 from 2,953
Change-188 (-6%)
Value$2.6M (-$299.3K)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares2,759 from 2,566
Change+193 (+8%)
Value$2.5M (+$68.0K)
Filed 2026-11-05
Knights of Columbus Asset Advisors LLC
INCREASED
Shares2,756 from 537
Change+2,219 (+413%)
Value$2.5M (+$2.0M)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares2,735 from 2,390
Change+345 (+14%)
Value$2.5M (+$216.6K)
Filed 2026-10-16
Stone Wealth Partners
INCREASED
Shares2,710 from 2,300
Change+410 (+18%)
Value$2.5M (+$268.0K)
Filed 2026-11-05
Legacy Wealth Asset Management, LLC
INCREASED
Shares2,693 from 1,785
Change+908 (+51%)
Value$2.5M (+$761.3K)
Filed 2026-10-09
Stiles Financial Services Inc
DECREASED
Shares2,657 from 2,665
Change-8 (0%)
Value$2.5M (-$121.2K)
Filed 2026-10-30
Colonial River Investments, LLC
INCREASED
Shares2,642 from 1,211
Change+1,431 (+118%)
Value$2.4M (+$1.3M)
Filed 2026-10-19
Lodestar Private Asset Management LLC
DECREASED
Shares2,615 from 2,640
Change-25 (-1%)
Value$2.4M (-$135.7K)
Filed 2026-10-26
Angeles Wealth Management, LLC
DECREASED
Shares2,604 from 2,692
Change-88 (-3%)
Value$2.4M (-$196.1K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares2,593 from 1,662
Change+931 (+56%)
Value$2.5M (+$929.4K)
Filed 2026-11-02
Bosman Wealth Management, LLC
DECREASED
Shares2,590 from 2,650
Change-60 (-2%)
Value$2.4M (-$168.4K)
Filed 2026-10-28
Regions Financial Corp
INCREASED
Shares2,547 from 741
Change+1,806 (+244%)
Value$2.3M (+$1.6M)
Filed 2026-11-05
Moody National Bank Trust Division
INCREASED
Shares2,534 from 2,527
Change+7 (+0%)
Value$2.3M (-$101.3K)
Filed 2026-10-06
Sigma Planning Corp
DECREASED
Shares2,532 from 2,815
Change-283 (-10%)
Value$2.3M (-$402.2K)
Filed 2026-10-23
Beacon Bank & Trust
DECREASED
Shares2,519 from 3,188
Change-669 (-21%)
Value$2.3M (-$753.0K)
Filed 2026-10-27
Frank, Rimerman Advisors LLC
INCREASED
Shares2,508 from 2,391
Change+117 (+5%)
Value$2.3M (+$5.9K)
Filed 2026-10-16
Beacon Investment Advisory Services, Inc.
DECREASED
Shares2,494 from 3,827
Change-1,333 (-35%)
Value$2.3M (-$1.4M)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares2,493 from 1,795
Change+698 (+39%)
Value$2.3M (+$567.2K)
Filed 2026-10-22
Wedgewood Investors Inc
DECREASED
Shares2,474 from 2,499
Change-25 (-1%)
Value$2.3M (-$129.7K)
Filed 2026-10-28
Carolina Wealth Advisors, LLC
INCREASED
Shares2,455 from 146
Change+2,309 (+1582%)
Value$2.3M (+$2.1M)
Filed 2026-10-23
Avestar Capital, LLC
DECREASED
Shares2,419 from 2,680
Change-261 (-10%)
Value$2.2M (-$355.9K)
Filed 2026-10-28
Pinnacle Associates LTD
DECREASED
Shares2,414 from 2,631
Change-217 (-8%)
Value$2.2M (-$312.4K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares2,408 from 2,166
Change+242 (+11%)
Value$2.2M (+$130.8K)
Filed 2026-11-04
Central Pacific Bank - Trust Division
INCREASED
Shares2,380 from 1,124
Change+1,256 (+112%)
Value$2.2M (+$1.1M)
Filed 2026-10-06
Trust Asset Management LLC
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$2.2M (-$100.9K)
Filed 2026-11-03
Machina Capital S.A.S.
INCREASED
Shares2,364 from 1,648
Change+716 (+43%)
Value$2.2M (+$590.1K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares2,364 from 2,412
Change-48 (-2%)
Value$2.2M (-$147.1K)
Filed 2026-10-28
Bison Wealth, LLC
INCREASED
Shares2,346 from 1,436
Change+910 (+63%)
Value$1.8M (+$520.3K)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares2,343 from 2,961
Change-618 (-21%)
Value$2.2M (-$696.3K)
Filed 2026-10-15
HBK Sorce Advisory LLC
DECREASED
Shares2,323 from 2,370
Change-47 (-2%)
Value$1.1M (-$901.5K)
Filed 2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares2,307 from 2,308
Change-1 (0%)
Value$2.1M (-$99.4K)
Filed 2026-10-21
Parametrica Management Ltd
DECREASED
Shares2,293 from 3,025
Change-732 (-24%)
Value$2.1M (-$804.2K)
Filed 2026-10-27
Laurion Capital Management LP
INCREASED
Shares2,286 from 511
Change+1,775 (+347%)
Value$2.1M (+$1.6M)
Filed 2026-10-30
Evansbrook LLC
UNCHANGED
Shares2,276 from 2,276
Change0 (0%)
Value$2.1M (-$97.1K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares2,271 from 2,322
Change-51 (-2%)
Value$2.1M (-$146.1K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares2,239 from 3,480
Change-1,241 (-36%)
Value$2.1M (-$1.3M)
Filed 2026-10-27
Nicholas Hoffman & Company, Llc.
DECREASED
Shares2,235 from 2,322
Change-87 (-4%)
Value$2.1M (-$179.3K)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares2,229 from 2,198
Change+31 (+1%)
Value$2.1M (-$65.2K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares2,194 from 2,047
Change+147 (+7%)
Value$2.0M (+$48.5K)
Filed 2026-10-28
111 Capital
INCREASED
Shares2,186 from 2,150
Change+36 (+2%)
Value$2.0M (-$58.5K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares2,155 from 2,324
Change-169 (-7%)
Value$2.0M (-$255.4K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
INCREASED
Shares2,132 from 2,035
Change+97 (+5%)
Value$2.0M (+$2.8K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
INCREASED
Shares2,119 from 1,898
Change+221 (+12%)
Value$2.0M (+$122.9K)
Filed 2026-10-13
CX Institutional
DECREASED
Shares2,111 from 2,116
Change-5 (0%)
Value$1.9K (-$95)
Filed 2026-10-02
Cherokee Insurance Co
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$1.9M (-$89.6K)
Filed 2026-11-05
Meridian Investment Counsel Inc.
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$1.9M (-$88.0K)
Filed 2026-10-14
Strategy Asset Managers LLC
DECREASED
Shares2,055 from 2,058
Change-3 (0%)
Value$1.9M (-$90.5K)
Filed 2026-10-14
Amitell Capital Pte Ltd
NEW
Shares2,034
Change+2,034
Value$1.9M
Filed 2026-11-02
Axxcess Wealth Management, LLC
INCREASED
Shares2,021 from 1,459
Change+562 (+39%)
Value$1.9M (+$455.7K)
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares2,015 from 1,887
Change+128 (+7%)
Value$1.9M (+$37.7K)
Filed 2026-11-04
Johnson & White Wealth Management, LLC
DECREASED
Shares2,011 from 2,013
Change-2 (0%)
Value$1.9M (-$87.7K)
Filed 2026-11-03
N10 Wealth, LLC
NEW
Shares2,000
Change+2,000
Value$1.8M
Filed 2026-10-14
Mitsubishi UFJ Asset Management (UK) Ltd.
NEW
Shares2,000
Change+2,000
Value$1.8K
Filed 2026-10-22
Parthenon LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$1.8M (-$85.3K)
Filed 2026-10-22
National Wealth Management Group, LLC
DECREASED
Shares1,988 from 2,793
Change-805 (-29%)
Value$1.8M (-$861.6K)
Filed 2026-10-26
Saxony Capital Management, LLC
INCREASED
Shares1,955 from 446
Change+1,509 (+338%)
Value$1.8M (+$1.4M)
Filed 2026-10-15
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,947 from 1,947
Change0 (0%)
Value$1.8M (-$83.1K)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares1,946 from 1,863
Change+83 (+4%)
Value$1.8M (-$2.9K)
Filed 2026-10-15
Three Seasons Wealth, LLC
DECREASED
Shares1,945 from 3,586
Change-1,641 (-46%)
Value$1.8M (-$1.7M)
Filed 2026-11-03
FDx Advisors, Inc.
INCREASED
Shares1,945 from 1,840
Change+105 (+6%)
Value$1.8K (+$18)
Filed 2026-11-05
Westwind Capital
DECREASED
Shares1,931 from 2,029
Change-98 (-5%)
Value$1.8K (-$177)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares1,928
Change+1,928
Value$1.8M
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares1,928 from 1,078
Change+850 (+79%)
Value$1.8M (+$738.0K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,920 from 2,027
Change-107 (-5%)
Value$1.8M (-$185.2K)
Filed 2026-10-20
Kornitzer Capital Management Inc
INCREASED
Shares1,885 from 1,525
Change+360 (+24%)
Value$1.7M (+$267.0K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
INCREASED
Shares1,864 from 1,802
Change+62 (+3%)
Value$1.7M (-$19.7K)
Filed 2026-10-16
John G Ullman & Associates Inc
UNCHANGED
Shares1,858 from 1,858
Change0 (0%)
Value$1.7M (-$79.3K)
Filed 2026-11-04
Cannon Advisors, Inc.
NEW
Shares1,852
Change+1,852
Value$1.4M
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares1,847 from 1,705
Change+142 (+8%)
Value$1.7M (+$58.6K)
Filed 2026-11-05
Woodard & Co Asset Management Group Inc
NEW
Shares1,845
Change+1,845
Value$1.7M
Filed 2026-11-03
Parkside Financial Bank & Trust
DECREASED
Shares1,845 from 1,872
Change-27 (-1%)
Value$1.7M (-$104.8K)
Filed 2026-10-27
Western Financial Corp
DECREASED
Shares1,835 from 9,634
Change-7,799 (-81%)
Value$1.7M (-$7.6M)
Filed 2026-10-14
Portside Wealth Group, LLC
INCREASED
Shares1,833 from 1,266
Change+567 (+45%)
Value$1.7M (+$469.0K)
Filed 2026-10-20
MBL Wealth, LLC
INCREASED
Shares1,829 from 791
Change+1,038 (+131%)
Value$1.7M (+$923.6K)
Filed 2026-10-22
Eagle Rock Investment Company, LLC
DECREASED
Shares1,800 from 2,402
Change-602 (-25%)
Value$1.7M (-$657.7K)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares1,799 from 944
Change+855 (+91%)
Value$1.7M (+$748.6K)
Filed 2026-10-07
Defined Wealth Management, LLC
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$1.7M (-$76.4K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares1,782 from 1,265
Change+517 (+41%)
Value$1.6M (+$423.0K)
Filed 2026-10-23
Contravisory Investment Management, Inc.
INCREASED
Shares1,781 from 1,774
Change+7 (+0%)
Value$1.6M (-$69.2K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares1,777 from 1,996
Change-219 (-11%)
Value$1.6M (-$287.1K)
Filed 2026-10-23
Monument Capital Management
DECREASED
Shares1,765 from 1,883
Change-118 (-6%)
Value$1.6M (-$189.2K)
Filed 2026-10-09
D'Orazio & Associates, Inc.
DECREASED
Shares1,762 from 1,844
Change-82 (-4%)
Value$1.6M (-$154.3K)
Filed 2026-11-04
Interchange Capital Partners, LLC
DECREASED
Shares1,761 from 1,978
Change-217 (-11%)
Value$1.6M (-$274.9K)
Filed 2026-10-28
Bensler, LLC
INCREASED
Shares1,714 from 1,711
Change+3 (+0%)
Value$1.6M (-$70.3K)
Filed 2026-11-05
71 West Capital Partners
INCREASED
Shares1,699 from 1,639
Change+60 (+4%)
Value$1.6M (-$14.6K)
Filed 2026-11-04
Smith Salley Wealth Management
INCREASED
Shares1,694 from 1,666
Change+28 (+2%)
Value$1.6M (-$45.2K)
Filed 2026-11-03
Tannin Capital LLC
UNCHANGED
Shares1,673 from 1,673
Change0 (0%)
Value$1.5M (-$71.4K)
Filed 2026-11-05
Veracity Capital LLC
DECREASED
Shares1,668 from 1,865
Change-197 (-11%)
Value$1.5M (-$261.4K)
Filed 2026-10-08
Wedmont Private Capital
INCREASED
Shares1,667 from 947
Change+720 (+76%)
Value$1.3M (+$429.5K)
Filed 2026-10-09
Heffernan Advisory, Inc
INCREASED
Shares1,650 from 900
Change+750 (+83%)
Value$1.5M (+$653.4K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,650 from 1,810
Change-160 (-9%)
Value$1.5K (-$224)
Filed 2026-11-04
Alps Advisors Inc
DECREASED
Shares1,642 from 2,241
Change-599 (-27%)
Value$1.5M (-$648.1K)
Filed 2026-11-03
Busey Bank
INCREASED
Shares1,642 from 1,639
Change+3 (+0%)
Value$1.5M (-$67.2K)
Filed 2026-10-26
JGP Wealth Management, LLC
INCREASED
Shares1,635 from 1,615
Change+20 (+1%)
Value$1.5M (-$50.2K)
Filed 2026-10-13
Lee Financial Co
DECREASED
Shares1,625 from 1,631
Change-6 (0%)
Value$1.5M (-$75.1K)
Filed 2026-10-16
USA Financial Formulas
NEW
Shares1,617
Change+1,617
Value$1.5M
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares1,607 from 2,069
Change-462 (-22%)
Value$1.5M (-$514.4K)
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares1,606 from 1,387
Change+219 (+16%)
Value$1.5M (+$142.8K)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares1,587 from 1,606
Change-19 (-1%)
Value$1.5M (-$86.0K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
DECREASED
Shares1,582 from 1,749
Change-167 (-10%)
Value$1.5M (-$228.6K)
Filed 2026-10-19
Athena Wealth Management, LLC
INCREASED
Shares1,579 from 1,247
Change+332 (+27%)
Value$1.5M (+$252.4K)
Filed 2026-10-09
XXI Wealth, LLC
DECREASED
Shares1,569 from 2,505
Change-936 (-37%)
Value$1.4M (-$970.2K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares1,568 from 1,515
Change+53 (+4%)
Value$1.2M (-$133.6K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
NEW
Shares1,563
Change+1,563
Value$1.4M
Filed 2026-10-13
Partners in Financial Planning
DECREASED
Shares1,545 from 1,600
Change-55 (-3%)
Value$1.4M (-$119.0K)
Filed 2026-11-06
Aljian Capital Management, LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$1.4M (-$65.9K)
Filed 2026-10-28
Jacobi Capital Management LLC
DECREASED
Shares1,541 from 1,645
Change-104 (-6%)
Value$1.4M (-$166.7K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares1,538 from 951
Change+587 (+62%)
Value$1.4M (+$484.3K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
DECREASED
Shares1,535 from 1,595
Change-60 (-4%)
Value$1.4M (-$123.1K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
DECREASED
Shares1,516 from 1,525
Change-9 (-1%)
Value$1.4M (-$74.0K)
Filed 2026-11-06
Nemes Rush Group LLC
INCREASED
Shares1,507 from 1,500
Change+7 (+0%)
Value$1.4M (-$57.5K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,506 from 1,760
Change-254 (-14%)
Value$1.4M (-$309.4K)
Filed 2026-10-27
Catalyst Financial Partners LLC
INCREASED
Shares1,499 from 1,439
Change+60 (+4%)
Value$1.4M (-$6.0K)
Filed 2026-11-06
American National Bank & Trust
INCREASED
Shares1,486 from 1,479
Change+7 (+0%)
Value$1.4M (-$56.6K)
Filed 2026-10-07
Forum Financial Management, LP
DECREASED
Shares1,478 from 1,511
Change-33 (-2%)
Value$1.4M (-$94.9K)
Filed 2026-10-16
Chicago Trust Co NA
DECREASED
Shares1,470 from 1,485
Change-15 (-1%)
Value$1.4M (-$77.2K)
Filed 2026-10-28
Cooper Financial Group
INCREASED
Shares1,465 from 1,211
Change+254 (+21%)
Value$1.4M (+$182.7K)
Filed 2026-10-07
First Citizens Bank & Trust Co
INCREASED
Shares1,462 from 1,433
Change+29 (+2%)
Value$1.3M (-$34.4K)
Filed 2026-10-14
TSG Advice Partners, LLC
NEW
Shares1,451
Change+1,451
Value$1.4M
Filed 2026-10-29
1620 Investment Advisors, Inc.
DECREASED
Shares1,434 from 1,454
Change-20 (-1%)
Value$1.3M (-$80.5K)
Filed 2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,434 from 1,438
Change-4 (0%)
Value$1.3M (-$65.0K)
Filed 2026-11-02
True Private Wealth Advisors
INCREASED
Shares1,409 from 827
Change+582 (+70%)
Value$1.3M (+$501.7K)
Filed 2026-10-19
Altura Wealth Advisors Inc.
INCREASED
Shares1,407 from 1,403
Change+4 (+0%)
Value$1.3M (-$56.2K)
Filed 2026-10-22
Verus Capital Partners, LLC
DECREASED
Shares1,404 from 2,354
Change-950 (-40%)
Value$1.3M (-$976.7K)
Filed 2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$1.3M (-$59.7K)
Filed 2026-10-20
Univest Financial Corp
INCREASED
Shares1,396 from 344
Change+1,052 (+306%)
Value$1.3M (+$955.6K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares1,395 from 2,233
Change-838 (-38%)
Value$1.3M (-$868.2K)
Filed 2026-10-22
North Berkeley Wealth Management, LLC
DECREASED
Shares1,388 from 1,913
Change-525 (-27%)
Value$1.3M (-$565.8K)
Filed 2026-11-02
Parcion Private Wealth LLC
INCREASED
Shares1,387 from 1,163
Change+224 (+19%)
Value$1.3M (+$157.0K)
Filed 2026-10-28
Florida Trust Wealth Management Co
INCREASED
Shares1,370 from 1,335
Change+35 (+3%)
Value$1.3M (-$24.7K)
Filed 2026-11-05
Resonant Capital Advisors, LLC
INCREASED
Shares1,348 from 1,296
Change+52 (+4%)
Value$1.2M (-$7.3K)
Filed 2026-10-15
Montecito Bank & Trust
DECREASED
Shares1,347 from 1,508
Change-161 (-11%)
Value$1.2M (-$212.8K)
Filed 2026-10-01
Optimist Retirement Group LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$1.2M (-$57.2K)
Filed 2026-10-30
Arlington Financial Advisors, LLC
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$1.2M (-$56.9K)
Filed 2026-10-19
Impact Capital Partners LLC
DECREASED
Shares1,329 from 1,331
Change-2 (0%)
Value$1.2M (-$58.6K)
Filed 2026-10-22
Linden Thomas Advisory Services, LLC
DECREASED
Shares1,318 from 1,971
Change-653 (-33%)
Value$1.2M (-$686.4K)
Filed 2026-10-19
Sowell Financial Services LLC
DECREASED
Shares1,267 from 2,333
Change-1,066 (-46%)
Value$1.2M (-$1.1M)
Filed 2026-10-23
Clay Northam Wealth Management, LLC
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$1.2M (-$54.0K)
Filed 2026-10-13
BlueChip Wealth Advisors LLC
INCREASED
Shares1,255 from 687
Change+568 (+83%)
Value$1.2M (+$494.6K)
Filed 2026-11-03
Goldenstone Wealth Management LLC
DECREASED
Shares1,253 from 1,269
Change-16 (-1%)
Value$1.2M (-$68.9K)
Filed 2026-11-04
FNY Investment Advisers, LLC
NEW
Shares1,250
Change+1,250
Value$1.2K
Filed 2026-10-16
Carret Asset Management, LLC
INCREASED
Shares1,250 from 1,220
Change+30 (+2%)
Value$1.2M (-$24.6K)
Filed 2026-11-04
Credit Capital Investments LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$1.2M (-$53.3K)
Filed 2026-10-22
Inscription Capital, LLC
DECREASED
Shares1,245 from 2,849
Change-1,604 (-56%)
Value$1.1M (-$1.6M)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares1,231 from 1,240
Change-9 (-1%)
Value$1.1M (-$61.2K)
Filed 2026-10-27
Retireful, LLC
INCREASED
Shares1,228 from 1,069
Change+159 (+15%)
Value$1.1M (+$101.0K)
Filed 2026-10-09
Caldwell Trust Co
DECREASED
Shares1,214 from 1,257
Change-43 (-3%)
Value$1.1M (-$93.3K)
Filed 2026-10-30
Worth Financial Advisory Group, LLC
DECREASED
Shares1,207 from 1,328
Change-121 (-9%)
Value$1.1M (-$168.1K)
Filed 2026-10-19
Focused Alpha, LLC
INCREASED
Shares1,173 from 804
Change+369 (+46%)
Value$1.1M (+$306.8K)
Filed 2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
NEW
Shares1,165
Change+1,165
Value$1.1M
Filed 2026-10-13
Founders Financial Securities LLC
INCREASED
Shares1,165 from 878
Change+287 (+33%)
Value$1.1M (+$227.1K)
Filed 2026-10-28
Gibbs Wealth Management
INCREASED
Shares1,162 from 738
Change+424 (+57%)
Value$1.1M (+$359.6K)
Filed 2026-10-22
Visionary Wealth Advisors
DECREASED
Shares1,152 from 1,252
Change-100 (-8%)
Value$1.1M (-$145.6K)
Filed 2026-11-04
GAM Holding AG
DECREASED
Shares1,137 from 1,158
Change-21 (-2%)
Value$1.0M (-$68.8K)
Filed 2026-11-03
Root Financial Partners, LLC
INCREASED
Shares1,114 from 927
Change+187 (+20%)
Value$1.0M (+$132.9K)
Filed 2026-10-21
Norden Group LLC
INCREASED
Shares1,101 from 693
Change+408 (+59%)
Value$1.0M (+$346.7K)
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$1.0M (-$46.9K)
Filed 2026-11-05
Vicus Capital
DECREASED
Shares1,099 from 1,197
Change-98 (-8%)
Value$1.0M (-$141.2K)
Filed 2026-11-05
Donoghue Forlines LLC
DECREASED
Shares1,098 from 4,591
Change-3,493 (-76%)
Value$1.0M (-$3.4M)
Filed 2026-11-02
Insight Wealth Partners, LLC
INCREASED
Shares1,094 from 317
Change+777 (+245%)
Value$1.0M (+$703.1K)
Filed 2026-10-26
Centurion Wealth Management LLC
DECREASED
Shares1,088 from 1,160
Change-72 (-6%)
Value$1.0M (-$115.5K)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
NEW
Shares1,077
Change+1,077
Value$993.4K
Filed 2026-10-16
Curated Wealth Partners LLC
INCREASED
Shares1,074 from 224
Change+850 (+379%)
Value$990.6K (+$774.4K)
Filed 2026-10-15
Hoxton Planning & Management, LLC
DECREASED
Shares1,045 from 1,081
Change-36 (-3%)
Value$963.8K (-$79.3K)
Filed 2026-10-15
Oakworth Capital, Inc.
INCREASED
Shares1,045 from 1,034
Change+11 (+1%)
Value$963.8K (-$2.4K)
Filed 2026-10-26
Capital City Trust Co
DECREASED
Shares1,041 from 1,063
Change-22 (-2%)
Value$960.2K (-$65.6K)
Filed 2026-10-22
Pinion Investment Advisors, LLC
INCREASED
Shares1,039 from 743
Change+296 (+40%)
Value$958.3K (+$241.3K)
Filed 2026-11-04
Fourpath Capital Management, LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$951.9K (-$44.0K)
Filed 2026-10-19
IPG Investment Advisors LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$952.6K (-$44.0K)
Filed 2026-10-30
Opal Wealth Advisors, LLC
INCREASED
Shares1,031 from 881
Change+150 (+17%)
Value$950.9K (+$100.8K)
Filed 2026-10-16
NWF Advisory Services Inc.
DECREASED
Shares1,030 from 1,229
Change-199 (-16%)
Value$950.0K (-$236.0K)
Filed 2026-10-19
Klingman & Associates, LLC
INCREASED
Shares1,029 from 631
Change+398 (+63%)
Value$949.1K (+$340.2K)
Filed 2026-10-20
Simon Quick Advisors, LLC
INCREASED
Shares1,017 from 316
Change+701 (+222%)
Value$938.3K (+$633.2K)
Filed 2026-10-26
Next Level Private LLC
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$933.4K (-$43.2K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares1,009 from 907
Change+102 (+11%)
Value$930.6K (+$55.4K)
Filed 2026-10-28
Gryphon Financial Partners LLC
INCREASED
Shares1,007 from 970
Change+37 (+4%)
Value$929.1K (-$7.2K)
Filed 2026-11-04
Stackstone Wealth, LLC
NEW
Shares1,002
Change+1,002
Value$924.2K
Filed 2026-10-19
First Interstate Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$922.3K (-$42.7K)
Filed 2026-10-23
C2c Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$922.3K (-$42.7K)
Filed 2026-10-20
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$922.3K (-$42.7K)
Filed 2026-11-05
Essential Investment Partners LLC
NEW
Shares999
Change+999
Value$921.4K
Filed 2026-10-27
True Freedom Investing, LLC
NEW
Shares995
Change+995
Value$917.5K
Filed 2026-10-29
Conning Inc.
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$915.9K (-$42.4K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED
Shares992 from 811
Change+181 (+22%)
Value$915.0K (+$132.3K)
Filed 2026-10-14
Granite Group Advisors, LLC
DECREASED
Shares981 from 1,158
Change-177 (-15%)
Value$904.8K (-$212.7K)
Filed 2026-10-14
Blankinship & Foster, LLC
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$904.8K (-$41.8K)
Filed 2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$903.9K (-$41.8K)
Filed 2026-10-16
Syverson Strege & Co
DECREASED
Shares972 from 991
Change-19 (-2%)
Value$896.5K (-$59.8K)
Filed 2026-11-02
Plancorp, LLC
INCREASED
Shares971 from 680
Change+291 (+43%)
Value$625.9K (+$40.6K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
INCREASED
Shares959 from 956
Change+3 (+0%)
Value$884.5K (-$38.0K)
Filed 2026-10-22
Oslo Pensjonsforsikring AS
INCREASED
Shares957 from 913
Change+44 (+5%)
Value$882.7K (+$1.6K)
Filed 2026-10-15
Crescent Sterling, Ltd.
NEW
Shares953
Change+953
Value$879.0K
Filed 2026-10-16
Rakuten Securities, Inc.
DECREASED
Shares953 from 3,367
Change-2,414 (-72%)
Value$879.0K (-$2.4M)
Filed 2026-11-02
Annex Advisory Services, LLC
DECREASED
Shares953 from 983
Change-30 (-3%)
Value$879.0K (-$69.7K)
Filed 2026-10-16
Encompass More Asset Management
INCREASED
Shares952 from 416
Change+536 (+129%)
Value$878.1K (+$476.2K)
Filed 2026-10-16
West Wealth Group, LLC
DECREASED
Shares949 from 1,360
Change-411 (-30%)
Value$875.7K (-$436.9K)
Filed 2026-10-14
Simplex Trading, LLC
INCREASED
Shares947 from 699
Change+248 (+35%)
Value$873.5K (+$198.9K)
Filed 2026-11-04
Fiduciary Alliance LLC
DECREASED
Shares945 from 1,166
Change-221 (-19%)
Value$871.4K (-$253.5K)
Filed 2026-10-13
Advisor OS, LLC
INCREASED
Shares943 from 885
Change+58 (+7%)
Value$869.6K (+$15.7K)
Filed 2026-11-03
Chesley Taft & Associates LLC
DECREASED
Shares940 from 1,018
Change-78 (-8%)
Value$867.0K (-$115.4K)
Filed 2026-10-13
Perryman Financial Advisory Inc
INCREASED
Shares931 from 520
Change+411 (+79%)
Value$858.9K (+$357.1K)
Filed 2026-10-16
Integrated Advisors Network LLC
DECREASED
Shares930 from 963
Change-33 (-3%)
Value$857.4K (-$71.9K)
Filed 2026-10-20
Pinkerton Wealth, LLC
NEW
Shares926
Change+926
Value$854.1K
Filed 2026-10-29
First Command Advisory Services, Inc.
INCREASED
Shares921 from 415
Change+506 (+122%)
Value$850.1K (+$449.4K)
Filed 2026-11-05
Truefg, LLC
DECREASED
Shares918 from 1,376
Change-458 (-33%)
Value$846.7K (-$481.1K)
Filed 2026-10-15
Bingham Private Wealth, LLC
DECREASED
Shares916 from 1,048
Change-132 (-13%)
Value$844.9K (-$166.5K)
Filed 2026-11-05
Kanawha Capital Management LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$844.9K (-$39.1K)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares915 from 936
Change-21 (-2%)
Value$843.9K (-$59.3K)
Filed 2026-10-13
First National Trust Co
INCREASED
Shares914 from 900
Change+14 (+2%)
Value$843.0K (-$25.5K)
Filed 2026-10-28
PFG Advisors
DECREASED
Shares913 from 1,082
Change-169 (-16%)
Value$842.1K (-$202.0K)
Filed 2026-10-16
Sound Income Strategies, LLC
DECREASED
Shares911 from 1,732
Change-821 (-47%)
Value$706.2K (-$965.2K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
INCREASED
Shares907 from 798
Change+109 (+14%)
Value$836.1K (+$65.6K)
Filed 2026-10-13
Wealth Effects LLC
DECREASED
Shares900 from 1,000
Change-100 (-10%)
Value$830.4K (-$134.9K)
Filed 2026-10-23
GSG Advisors LLC
INCREASED
Shares899 from 883
Change+16 (+2%)
Value$829.2K (-$22.9K)
Filed 2026-11-03
Anchyra Partners LLC
INCREASED
Shares898 from 772
Change+126 (+16%)
Value$828.3K (+$83.3K)
Filed 2026-10-13
Matrix Trust Co
NEW
Shares895
Change+895
Value$825
Filed 2026-10-07
Quantum Financial Advisors, LLC
INCREASED
Shares893 from 874
Change+19 (+2%)
Value$823.7K (-$19.8K)
Filed 2026-11-03
Richardson Financial Services Inc.
INCREASED
Shares892 from 634
Change+258 (+41%)
Value$822.7K (+$210.9K)
Filed 2026-10-30
Silverleafe Capital Partners, LLC
NEW
Shares889
Change+889
Value$820.2K
Filed 2026-10-02
Blue Capital, Inc.
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$819.0K (-$37.9K)
Filed 2026-10-13
Grove Bank & Trust
INCREASED
Shares886 from 839
Change+47 (+6%)
Value$817.2K (+$7.6K)
Filed 2026-10-08
Cypress Capital Group
DECREASED
Shares883 from 928
Change-45 (-5%)
Value$814.4K (-$81.1K)
Filed 2026-11-03
Balefire, LLC
INCREASED
Shares880 from 800
Change+80 (+10%)
Value$811.7K (+$39.7K)
Filed 2026-10-09
Verdence Capital Advisors LLC
DECREASED
Shares876 from 926
Change-50 (-5%)
Value$807.5K (-$86.1K)
Filed 2026-10-26
Tucker Asset Management LLC
INCREASED
Shares872 from 820
Change+52 (+6%)
Value$804.3K (+$13.0K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares867 from 944
Change-77 (-8%)
Value$799.7K (-$111.3K)
Filed 2026-10-05
Levin Capital Strategies, L.P.
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$799.7K (-$37.0K)
Filed 2026-11-02
Manske Wealth Management
DECREASED
Shares865 from 910
Change-45 (-5%)
Value$797.8K (-$80.3K)
Filed 2026-10-26
Connecticut Wealth Management, LLC
DECREASED
Shares862 from 1,107
Change-245 (-22%)
Value$795.1K (-$273.2K)
Filed 2026-10-13
Carmel Capital Partners, LLC
DECREASED
Shares858 from 894
Change-36 (-4%)
Value$791.4K (-$71.3K)
Filed 2026-11-03
Acropolis Investment Management, LLC
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$786.8K (-$36.4K)
Filed 2026-10-08
Great Lakes Advisors, LLC
DECREASED
Shares852 from 869
Change-17 (-2%)
Value$785.8K (-$52.8K)
Filed 2026-11-06
Lotus Asset Management LLC
INCREASED
Shares850 from 700
Change+150 (+21%)
Value$784.0K (+$108.5K)
Filed 2026-10-14
Fiera Capital Corp
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$783.1K (-$36.2K)
Filed 2026-11-06
Abel Hall, LLC
DECREASED
Shares841 from 879
Change-38 (-4%)
Value$775.9K (-$72.6K)
Filed 2026-10-19
SYM Financial Corp
INCREASED
Shares840 from 739
Change+101 (+14%)
Value$774.9K (+$61.7K)
Filed 2026-10-26
Beaumont Financial Advisors, LLC
DECREASED
Shares840 from 857
Change-17 (-2%)
Value$774.4K (-$52.2K)
Filed 2026-10-22
AXS Investments LLC
DECREASED
Shares837 from 969
Change-132 (-14%)
Value$772.0K (-$163.1K)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$770.2K (-$35.6K)
Filed 2026-10-09
Clearwave Capital, LLC
INCREASED
Shares834 from 764
Change+70 (+9%)
Value$769.7K (+$32.5K)
Filed 2026-10-27
Third View Private Wealth, LLC
DECREASED
Shares828 from 904
Change-76 (-8%)
Value$763.3K (-$108.6K)
Filed 2026-10-30
Shepherd Street Advisors LLC
INCREASED
Shares827 from 285
Change+542 (+190%)
Value$647.5K (+$411.5K)
Filed 2026-10-21
Nikulski Financial, Inc.
DECREASED
Shares816 from 1,026
Change-210 (-20%)
Value$752.9K (-$237.5K)
Filed 2026-11-06
San Luis Wealth Advisors LLC
DECREASED
Shares815 from 1,450
Change-635 (-44%)
Value$751.7K (-$647.4K)
Filed 2026-10-27
KPP Advisory Services LLC
INCREASED
Shares808 from 800
Change+8 (+1%)
Value$745.3K (-$26.7K)
Filed 2026-10-26
Vestor Capital, LLC
DECREASED
Shares804 from 1,232
Change-428 (-35%)
Value$358 (-$562)
Filed 2026-11-04
Fulton Bank, N.A.
DECREASED
Shares801 from 803
Change-2 (0%)
Value$738.8K (-$36.1K)
Filed 2026-10-14
Ninety One UK Ltd
INCREASED
Shares791 from 186
Change+605 (+325%)
Value$729.6K (+$550.1K)
Filed 2026-10-15
Allegheny Financial Group
INCREASED
Shares791 from 790
Change+1 (+0%)
Value$729.7K (-$32.8K)
Filed 2026-11-05
TrueWealth Advisors, LLC
DECREASED
Shares787 from 982
Change-195 (-20%)
Value$725.9K (-$221.7K)
Filed 2026-10-09
Revolve Wealth Partners, LLC
DECREASED
Shares787 from 929
Change-142 (-15%)
Value$725.9K (-$170.6K)
Filed 2026-10-23
PDS Planning, Inc
DECREASED
Shares784 from 793
Change-9 (-1%)
Value$723.1K (-$42.1K)
Filed 2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$754.4K (+$10)
Filed 2026-10-13
Providence First Trust Co
NEW
Shares781
Change+781
Value$720.3K
Filed 2026-11-02
Titleist Asset Management, LLC
DECREASED
Shares780 from 1,070
Change-290 (-27%)
Value$719.4K (-$313.3K)
Filed 2026-10-08
Childress Capital Advisors, LLC
INCREASED
Shares780 from 677
Change+103 (+15%)
Value$719.2K (+$65.9K)
Filed 2026-10-28
Sapient Capital LLC
DECREASED
Shares780 from 825
Change-45 (-5%)
Value$720.0K (-$76.7K)
Filed 2026-10-08
SmartHarvest Portfolios, LLC
DECREASED
Shares777 from 794
Change-17 (-2%)
Value$716.6K (-$49.1K)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares774 from 778
Change-4 (-1%)
Value$713.9K (-$36.9K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares773 from 787
Change-14 (-2%)
Value$713.2K (-$46.3K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares772 from 285
Change+487 (+171%)
Value$711.8K (+$436.3K)
Filed 2026-10-26
MinichMacGregor Wealth Management, LLC
DECREASED
Shares770 from 778
Change-8 (-1%)
Value$710.2K (-$40.6K)
Filed 2026-10-14
Enterprise Financial Services Corp
DECREASED
Shares769 from 781
Change-12 (-2%)
Value$709.3K (-$44.4K)
Filed 2026-11-03
Stirlingshire Investments, Inc.
INCREASED
Shares764 from 755
Change+9 (+1%)
Value$704.9K (-$24.3K)
Filed 2026-11-05
Asio Capital, LLC
DECREASED
Shares760 from 912
Change-152 (-17%)
Value$701.0K (-$179.8K)
Filed 2026-10-19
Columbia Asset Management
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$691.8K (-$32.0K)
Filed 2026-10-19
Putney Financial Group LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$691.8K (-$32.0K)
Filed 2026-10-30
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares747 from 573
Change+174 (+30%)
Value$689.5K (+$136.2K)
Filed 2026-11-02
Asahi Life Asset Management Co., Ltd.
NEW
Shares742
Change+742
Value$684.4K
Filed 2026-11-06
Wright Investors Service Inc
NEW
Shares738
Change+738
Value$680.7K
Filed 2026-11-02
Jm2 Capital Inc.
INCREASED
Shares735 from 728
Change+7 (+1%)
Value$677.9K (-$24.6K)
Filed 2026-10-14
Net Worth Advisory Group
DECREASED
Shares732 from 934
Change-202 (-22%)
Value$692.2K (-$208.9K)
Filed 2026-10-20
Financial Insights, Inc.
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$675.2K (-$31.2K)
Filed 2026-10-27
Riversedge Advisors, LLC
INCREASED
Shares727 from 614
Change+113 (+18%)
Value$670.5K (+$78.0K)
Filed 2026-10-09
Kingdom Financial Group Llc.
DECREASED
Shares726 from 745
Change-19 (-3%)
Value$669.9K (-$48.9K)
Filed 2026-11-04
Arwa LLC
DECREASED
Shares726 from 735
Change-9 (-1%)
Value$542.5K (-$5.5K)
Filed 2026-10-21
Worthington Financial Partners, LLC
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$669.6K (-$31.0K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
INCREASED
Shares716 from 685
Change+31 (+5%)
Value$659.0K (-$3.4K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED
Shares713 from 709
Change+4 (+1%)
Value$657.6K (-$26.6K)
Filed 2026-10-15
Parsons Capital Management Inc
INCREASED
Shares709 from 669
Change+40 (+6%)
Value$653.9K (+$8.4K)
Filed 2026-10-28
First Affirmative Financial Network
NEW
Shares703
Change+703
Value$648.2K
Filed 2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares699 from 714
Change-15 (-2%)
Value$645.5K (-$44.3K)
Filed 2026-10-22
Obsidian CIO, LLC
INCREASED
Shares698 from 682
Change+16 (+2%)
Value$643.8K (-$14.3K)
Filed 2026-11-05
Davidson Trust Co
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$641.0K (-$29.6K)
Filed 2026-10-09
Salem Investment Counselors Inc
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$630.5K (-$29.1K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
DECREASED
Shares680 from 719
Change-39 (-5%)
Value$626.9K (-$67.0K)
Filed 2026-11-05
First Financial Corp
DECREASED
Shares680 from 684
Change-4 (-1%)
Value$627.2K (-$32.9K)
Filed 2026-10-13
Aspiriant, LLC
INCREASED
Shares677 from 599
Change+78 (+13%)
Value$624.4K (+$46.4K)
Filed 2026-10-16
Lazari Capital Management, Inc.
DECREASED
Shares666 from 717
Change-51 (-7%)
Value$614.3K (-$77.6K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
DECREASED
Shares665 from 897
Change-232 (-26%)
Value$613.4K (-$252.2K)
Filed 2026-11-02
Clear Wave Wealth Management LLC
INCREASED
Shares662 from 232
Change+430 (+185%)
Value$610.6K (+$386.7K)
Filed 2026-11-04
RMR Wealth Builders
DECREASED
Shares662 from 806
Change-144 (-18%)
Value$610.4K (-$167.7K)
Filed 2026-10-22
Traynor Capital Management, Inc.
DECREASED
Shares662 from 729
Change-67 (-9%)
Value$610.2K (-$93.3K)
Filed 2026-10-29
Natural Investments, LLC
INCREASED
Shares662 from 649
Change+13 (+2%)
Value$610.9K (+$610.3K)
Filed 2026-11-06
Vanguard Capital Wealth Advisors
INCREASED
Shares656 from 652
Change+4 (+1%)
Value$605.1K (-$24.1K)
Filed 2026-10-16
LifeGoal Investments, LLC
INCREASED
Shares653 from 534
Change+119 (+22%)
Value$602.3K (+$87.0K)
Filed 2026-10-09
Virtus Wealth Solutions LLC
DECREASED
Shares651 from 991
Change-340 (-34%)
Value$600.2K (-$356.3K)
Filed 2026-11-03
Kercheville Advisors, LLC
DECREASED
Shares650 from 800
Change-150 (-19%)
Value$599.5K (-$172.5K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares648
Change+648
Value$597.7K
Filed 2026-10-26
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares645 from 608
Change+37 (+6%)
Value$595.4K (+$8.5K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED
Shares643 from 630
Change+13 (+2%)
Value$593.1K (-$14.9K)
Filed 2026-11-02
Victory Financial Group, LLC
DECREASED
Shares642 from 694
Change-52 (-7%)
Value$592.1K (-$77.6K)
Filed 2026-10-27
Marks Group Wealth Management, Inc
DECREASED
Shares636 from 1,264
Change-628 (-50%)
Value$586.4K (-$633.1K)
Filed 2026-11-05
IVC Wealth Advisors LLC
INCREASED
Shares635 from 632
Change+3 (+0%)
Value$585.7K (-$24.2K)
Filed 2026-10-23
Compass Financial Management LLC
NEW
Shares633
Change+633
Value$583.6K
Filed 2026-10-30
Elevated Capital Advisors, LLC
DECREASED
Shares629 from 1,428
Change-799 (-56%)
Value$580.1K (-$798.4K)
Filed 2026-11-04
Ariadne Wealth Management, LP
INCREASED
Shares627 from 623
Change+4 (+1%)
Value$578.7K (-$22.9K)
Filed 2026-11-06
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$576.5K (-$26.7K)
Filed 2026-11-05
Secure Asset Management, LLC
DECREASED
Shares622 from 628
Change-6 (-1%)
Value$573.8K (-$32.2K)
Filed 2026-10-19
S.A. Mason LLC
INCREASED
Shares622 from 620
Change+2 (+0%)
Value$573.7K (-$24.6K)
Filed 2026-10-13
Barrett & Company, Inc.
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$570.9K (-$26.4K)
Filed 2026-10-22
Wolverine Asset Management LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$568.2K (-$26.3K)
Filed 2026-11-02
Marino, Stram & Associates LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$561.7K (-$26.0K)
Filed 2026-10-22
SkyOak Wealth, LLC
DECREASED
Shares608 from 623
Change-15 (-2%)
Value$561.1K (-$40.4K)
Filed 2026-10-28
Triad Wealth Partners, LLC
DECREASED
Shares606 from 832
Change-226 (-27%)
Value$558.9K (-$132.5K)
Filed 2026-10-26
Valmark Advisers, Inc.
INCREASED
Shares605 from 425
Change+180 (+42%)
Value$558.0K (+$147.9K)
Filed 2026-11-06
Moneco Advisors, LLC
DECREASED
Shares605 from 638
Change-33 (-5%)
Value$557.8K (-$57.5K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
INCREASED
Shares602 from 549
Change+53 (+10%)
Value$555.2K (+$37.0K)
Filed 2026-10-26
Cache Advisors, LLC
DECREASED
Shares600 from 2,665
Change-2,065 (-77%)
Value$553.4K (-$2.0M)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares600 from 708
Change-108 (-15%)
Value$553.9K (-$129.8K)
Filed 2026-10-14
AlphaStar Capital Management, LLC
INCREASED
Shares596 from 559
Change+37 (+7%)
Value$549.6K (+$10.1K)
Filed 2026-10-16
Balboa Wealth Partners
DECREASED
Shares590 from 697
Change-107 (-15%)
Value$544.2K (-$128.4K)
Filed 2026-10-20
Elyxium Wealth, LLC
INCREASED
Shares590 from 543
Change+47 (+9%)
Value$544.3K (+$20.2K)
Filed 2026-10-27
Highland Capital Management, LLC
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$540.5K (-$25.0K)
Filed 2026-10-26
Primoris Wealth Advisors, LLC
INCREASED
Shares582 from 539
Change+43 (+8%)
Value$559.9K (+$39.7K)
Filed 2026-10-28
City State Bank
INCREASED
Shares580 from 534
Change+46 (+9%)
Value$535.0K (+$19.6K)
Filed 2026-10-20
Cromwell Holdings LLC
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$534.5K (-$24.7K)
Filed 2026-10-28
Certuity, LLC
DECREASED
Shares576 from 673
Change-97 (-14%)
Value$531.5K (-$118.0K)
Filed 2026-11-02
Intelligence Driven Advisers, LLC
DECREASED
Shares572 from 744
Change-172 (-23%)
Value$527.6K (-$190.4K)
Filed 2026-10-09
Greenspring Advisors, LLC
INCREASED
Shares572 from 553
Change+19 (+3%)
Value$527.7K (-$6.3K)
Filed 2026-11-05
Canvas Wealth Advisors, LLC
DECREASED
Shares571 from 622
Change-51 (-8%)
Value$400.0K (-$200.7K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares564 from 491
Change+73 (+15%)
Value$455.7K (+$49.2K)
Filed 2026-10-08
WealthTrust Asset Management, LLC
INCREASED
Shares564 from 525
Change+39 (+7%)
Value$520.2K (+$13.6K)
Filed 2026-10-22
Bullock Wealth Management Group
INCREASED
Shares561 from 544
Change+17 (+3%)
Value$530.5K (+$32.6K)
Filed 2026-10-09
Mach-1 Financial Group, LLC
NEW
Shares560
Change+560
Value$516.5K
Filed 2026-11-06
KG Capital Management
INCREASED
Shares557 from 474
Change+83 (+18%)
Value$513.7K (+$56.3K)
Filed 2026-10-15
Whitener Capital Management, Inc.
DECREASED
Shares553 from 750
Change-197 (-26%)
Value$510.1K (-$213.7K)
Filed 2026-10-15
Versant Capital Management, Inc
DECREASED
Shares553 from 643
Change-90 (-14%)
Value$510.1K (-$110.4K)
Filed 2026-10-02
ZWJ Investment Counsel Inc
INCREASED
Shares552 from 371
Change+181 (+49%)
Value$509.1K (+$151.1K)
Filed 2026-10-15
Lifelong Wealth Advisors, Inc.
INCREASED
Shares552 from 549
Change+3 (+1%)
Value$509.1K (-$20.7K)
Filed 2026-10-19
Berman McAleer LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$509.2K (-$23.6K)
Filed 2026-10-16
VUB Generali dochodkova spravcovska spolocnost, a.s.
NEW
Shares550
Change+550
Value$507.3K
Filed 2026-10-26
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$441.9K (-$33.1K)
Filed 2026-10-19
Vista Investment Partners II, LLC
DECREASED
Shares546 from 678
Change-132 (-19%)
Value$503.6K (-$150.7K)
Filed 2026-10-15
First Horizon Corp
INCREASED
Shares546 from 498
Change+48 (+10%)
Value$503.6K (+$23.0K)
Filed 2026-10-26
JAG Capital Management, LLC
DECREASED
Shares545 from 590
Change-45 (-8%)
Value$502.2K (-$66.7K)
Filed 2026-11-06
Central Trust Co
DECREASED
Shares542 from 554
Change-12 (-2%)
Value$500.1K (-$34.5K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares534
Change+534
Value$481
Filed 2026-11-03
TSA Wealth Managment LLC
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$491.6K (-$22.7K)
Filed 2026-10-22
Carnegie Investment Counsel
INCREASED
Shares530 from 242
Change+288 (+119%)
Value$488.8K (+$255.3K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
DECREASED
Shares530 from 541
Change-11 (-2%)
Value$488.7K (-$33.0K)
Filed 2026-10-29
Perkins Capital Management Inc
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$484.2K (-$22.4K)
Filed 2026-11-02
Vista Capital Partners, Inc.
INCREASED
Shares523 from 504
Change+19 (+4%)
Value$482.4K (-$4.0K)
Filed 2026-11-06
Old North State Wealth Management, LLC
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$482.1K (-$21.8K)
Filed 2026-10-22
Lantern Wealth Advisors, LLC
INCREASED
Shares520 from 308
Change+212 (+69%)
Value$479.6K (+$182.4K)
Filed 2026-10-22
Triton Wealth Management, Pllc
DECREASED
Shares517 from 529
Change-12 (-2%)
Value$312.6K (-$142.4K)
Filed 2026-11-04
Braeburn Wealth Management LLC
DECREASED
Shares516 from 717
Change-201 (-28%)
Value$475.9K (-$216.0K)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares516 from 694
Change-178 (-26%)
Value$476.0K (-$194.0K)
Filed 2026-11-04
Stonebridge Financial Planning Group, LLC
DECREASED
Shares509 from 1,009
Change-500 (-50%)
Value$469.5K (-$504.2K)
Filed 2026-11-06
Jacobsen Capital Management
DECREASED
Shares509 from 657
Change-148 (-23%)
Value$469.5K (-$164.5K)
Filed 2026-10-27
Advisory Resource Group
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$468.5K (-$21.7K)
Filed 2026-10-26
Certified Advisory Corp
INCREASED
Shares501 from 500
Change+1 (+0%)
Value$461.7K (-$21.2K)
Filed 2026-10-29
Guardian Partners Inc.
NEW
Shares500
Change+500
Value$461.2K
Filed 2026-10-21
Quad-Cities Investment Group, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$461.2K (-$21.3K)
Filed 2026-10-16
Paradigm Asset Management Co LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$461.2K (-$21.3K)
Filed 2026-11-05
WP Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$461.2K (-$21.3K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
INCREASED
Shares497 from 417
Change+80 (+19%)
Value$458.8K (+$56.0K)
Filed 2026-10-29
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares494 from 8,962
Change-8,468 (-94%)
Value$455.6K (-$8.2M)
Filed 2026-10-22
Bigelow Investment Advisors, LLC
DECREASED
Shares494 from 500
Change-6 (-1%)
Value$455.6K (-$26.9K)
Filed 2026-10-13
Claro Advisors Inc.
DECREASED
Shares493 from 510
Change-17 (-3%)
Value$454.6K (-$37.9K)
Filed 2026-11-02
Five Oceans Advisors
DECREASED
Shares491 from 538
Change-47 (-9%)
Value$452.9K (-$66.3K)
Filed 2026-10-22
Eagle Wealth Advisors LLC
INCREASED
Shares488 from 454
Change+34 (+7%)
Value$450.5K (+$12.0K)
Filed 2026-10-20
Aaron Wealth Advisors LLC
DECREASED
Shares487 from 1,118
Change-631 (-56%)
Value$449.2K (-$629.7K)
Filed 2026-10-13
Focused Wealth Management, Inc
DECREASED
Shares487 from 497
Change-10 (-2%)
Value$449.0K (-$31.1K)
Filed 2026-10-30
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares486 from 603
Change-117 (-19%)
Value$448.4K (-$133.2K)
Filed 2026-10-09
Mission Financial Group, LLC
DECREASED
Shares485 from 563
Change-78 (-14%)
Value$447.8K (-$95.2K)
Filed 2026-10-21
Maple Capital Management, Inc.
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$444.6K (-$20.6K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED
Shares480 from 669
Change-189 (-28%)
Value$442.7K (-$202.9K)
Filed 2026-10-21
Investment Research Partners LLC
DECREASED
Shares479 from 500
Change-21 (-4%)
Value$441.8K (-$40.7K)
Filed 2026-10-19
Cidel Asset Management Inc
DECREASED
Shares478 from 715
Change-237 (-33%)
Value$440.9K (-$249.1K)
Filed 2026-10-29
Capstone Wealth Management, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$439.0K (-$20.3K)
Filed 2026-11-02
1900 Wealth Management LLC
INCREASED
Shares473 from 272
Change+201 (+74%)
Value$436.3K (+$173.8K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
INCREASED
Shares472 from 334
Change+138 (+41%)
Value$435.3K (+$113.0K)
Filed 2026-11-03
Hoey Investments, Inc
INCREASED
Shares472 from 442
Change+30 (+7%)
Value$435.3K (+$8.8K)
Filed 2026-10-29
Blvd Private Wealth, LLC
DECREASED
Shares472 from 483
Change-11 (-2%)
Value$435.0K (-$31.1K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
INCREASED
Shares471 from 440
Change+31 (+7%)
Value$379.5K (+$18.6K)
Filed 2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares471 from 451
Change+20 (+4%)
Value$434.0K (-$1.4K)
Filed 2026-10-16
Convergence Investment Partners, LLC
NEW
Shares469
Change+469
Value$432.6K
Filed 2026-10-28
William Allan Corp
DECREASED
Shares469 from 474
Change-5 (-1%)
Value$432.6K (-$24.8K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
DECREASED
Shares466 from 1,699
Change-1,233 (-73%)
Value$429.8K (-$1.2M)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
INCREASED
Shares463 from 241
Change+222 (+92%)
Value$427.1K (+$194.5K)
Filed 2026-11-06
Gray Private Wealth, LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$427.0K (-$19.8K)
Filed 2026-10-28
BCS Wealth Management
INCREASED
Shares462 from 437
Change+25 (+6%)
Value$426.1K (+$4.4K)
Filed 2026-11-03
Wealth Architects, LLC
DECREASED
Shares461 from 566
Change-105 (-19%)
Value$425.9K (-$120.3K)
Filed 2026-11-03
State of Wyoming
NEW
Shares460
Change+460
Value$424.3K
Filed 2026-10-28
Almanack Investment Partners, Llc.
INCREASED
Shares453 from 326
Change+127 (+39%)
Value$417.8K (+$103.2K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares451 from 491
Change-40 (-8%)
Value$416.0K (-$57.8K)
Filed 2026-10-07
Rockland Trust Co
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$415.1K (-$19.2K)
Filed 2026-10-05
Avail Investment Partners, LLC
DECREASED
Shares449 from 470
Change-21 (-4%)
Value$414.1K (-$39.4K)
Filed 2026-10-16
Seven Mile Advisory
DECREASED
Shares449 from 461
Change-12 (-3%)
Value$414.1K (-$31.1K)
Filed 2026-10-22
Modera Wealth Management, LLC
DECREASED
Shares445 from 493
Change-48 (-10%)
Value$410.9K (-$64.9K)
Filed 2026-10-28
StoryOne LLC
INCREASED
Shares444 from 220
Change+224 (+102%)
Value$409.5K (+$197.2K)
Filed 2026-10-13
Legacy Trust
DECREASED
Shares444 from 445
Change-1 (0%)
Value$286.2K (-$143.2K)
Filed 2026-11-06
City Center Advisors, LLC
DECREASED
Shares442 from 528
Change-86 (-16%)
Value$407.7K (-$101.8K)
Filed 2026-10-08
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares442 from 415
Change+27 (+7%)
Value$407.7K (+$7.2K)
Filed 2026-11-06
Caliber Wealth Management, LLC / KS
DECREASED
Shares440 from 533
Change-93 (-17%)
Value$405.9K (-$108.5K)
Filed 2026-11-04
LeConte Wealth Management, LLC
DECREASED
Shares440 from 483
Change-43 (-9%)
Value$405.8K (-$60.3K)
Filed 2026-10-20
Warwick Investment Management, Inc.
DECREASED
Shares435 from 496
Change-61 (-12%)
Value$401.2K (-$77.4K)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares435 from 429
Change+6 (+1%)
Value$304.7K (-$15.9K)
Filed 2026-11-02
Facet Wealth, Inc.
NEW
Shares434
Change+434
Value$400.3K
Filed 2026-11-04
Zions Bancorporation, National Association
DECREASED
Shares434 from 464
Change-30 (-6%)
Value$400.3K (-$47.5K)
Filed 2026-11-06
WPG Advisers, LLC
DECREASED
Shares431 from 469
Change-38 (-8%)
Value$397.5K (-$55.1K)
Filed 2026-10-27
Peterson Wealth Advisors, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$396.6K (-$18.0K)
Filed 2026-10-08
Cogent Private Wealth, Inc.
DECREASED
Shares428 from 459
Change-31 (-7%)
Value$394.8K (-$48.2K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares428 from 412
Change+16 (+4%)
Value$394.8K (-$2.8K)
Filed 2026-11-04
William John Sempolinski
DECREASED
Shares425 from 675
Change-250 (-37%)
Value$392.0K (-$259.4K)
Filed 2026-10-20
Decision Investments, Inc
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$392.0K (-$18.1K)
Filed 2026-10-07
Old Mission Investment Co LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$392.3K (-$18.1K)
Filed 2026-10-22
Patriot Investment Management Group, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$392.0K (-$18.1K)
Filed 2026-10-15
Rothwell Investment Advisors, LLC
NEW
Shares424
Change+424
Value$390.9K
Filed 2026-11-06
Confluence Wealth Services, Inc.
DECREASED
Shares423 from 648
Change-225 (-35%)
Value$390.2K (-$234.3K)
Filed 2026-11-05
Donalies Financial Planning, LLC
DECREASED
Shares422 from 822
Change-400 (-49%)
Value$389.0K (-$404.0K)
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares421 from 388
Change+33 (+9%)
Value$388.3K (+$13.9K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares416 from 361
Change+55 (+15%)
Value$384.0K (+$35.3K)
Filed 2026-10-29
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares416 from 462
Change-46 (-10%)
Value$383.8K (-$62.1K)
Filed 2026-10-09
Bucket List Wealth Management, LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$382.0K (-$17.3K)
Filed 2026-10-22
3Chopt Investment Partners, LLC
INCREASED
Shares412 from 344
Change+68 (+20%)
Value$380.3K (+$48.1K)
Filed 2026-10-30
Western Reserve Capital Management, LLC
DECREASED
Shares411 from 470
Change-59 (-13%)
Value$379.1K (-$74.5K)
Filed 2026-10-14
Abacus Wealth Partners, LLC
DECREASED
Shares409 from 417
Change-8 (-2%)
Value$377.2K (-$25.2K)
Filed 2026-11-03
Tritonpoint Wealth, LLC
INCREASED
Shares405 from 385
Change+20 (+5%)
Value$373.5K (+$2.0K)
Filed 2026-10-19
Financial Management Professionals, Inc.
INCREASED
Shares405 from 403
Change+2 (+1%)
Value$373.8K (-$15.3K)
Filed 2026-10-23
Strategic Blueprint, LLC
INCREASED
Shares402 from 398
Change+4 (+1%)
Value$370.8K (-$13.3K)
Filed 2026-10-22
Beacon Financial Group
INCREASED
Shares401 from 362
Change+39 (+11%)
Value$369.9K (+$20.5K)
Filed 2026-10-19
Dupree Financial Group, LLC
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$369.9K (-$17.1K)
Filed 2026-10-09
Arista Wealth Management, LLC
NEW
Shares400
Change+400
Value$368.9K
Filed 2026-10-29
Goldstein Advisors, LLC
NEW
Shares400
Change+400
Value$368.9K
Filed 2026-10-15
CMG Global Holdings, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$368.9K (-$17.1K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares397 from 13
Change+384 (+2954%)
Value$366.2K (+$353.6K)
Filed 2026-10-30
Connecticut Capital Management Group, LLC
INCREASED
Shares397 from 348
Change+49 (+14%)
Value$366.2K (+$30.3K)
Filed 2026-10-29
Financial Council, LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$366.2K (-$16.9K)
Filed 2026-11-02
Trust Co of Toledo NA
DECREASED
Shares395 from 435
Change-40 (-9%)
Value$364.3K (-$55.5K)
Filed 2026-10-16
Simplify Asset Management Inc.
DECREASED
Shares394 from 990
Change-596 (-60%)
Value$363.4K (-$591.9K)
Filed 2026-10-27
MV Capital Management, Inc.
DECREASED
Shares393 from 400
Change-7 (-2%)
Value$362.5K (-$23.5K)
Filed 2026-10-29
180 Wealth Advisors, LLC
INCREASED
Shares392 from 387
Change+5 (+1%)
Value$361.1K (-$11.9K)
Filed 2026-11-03
Aviance Capital Partners, LLC
DECREASED
Shares391 from 528
Change-137 (-26%)
Value$360.6K (-$148.9K)
Filed 2026-10-29
Black Diamond Financial, LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$360.6K (-$16.7K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
NEW
Shares387
Change+387
Value$356.9K
Filed 2026-11-03
Verum Partners LLC
NEW
Shares386
Change+386
Value$356.0K
Filed 2026-10-21
Ledyard National Bank
DECREASED
Shares384 from 554
Change-170 (-31%)
Value$354.2K (-$180.4K)
Filed 2026-10-21
Carter Financial Group, Inc.
DECREASED
Shares383 from 391
Change-8 (-2%)
Value$353.7K (-$24.1K)
Filed 2026-10-21
Stewardship Advisors, LLC
INCREASED
Shares381 from 323
Change+58 (+18%)
Value$351.4K (+$39.7K)
Filed 2026-10-20
Abacus Planning Group, Inc.
INCREASED
Shares381 from 349
Change+32 (+9%)
Value$351.4K (+$14.6K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares381 from 413
Change-32 (-8%)
Value$306.9K (-$91.6K)
Filed 2026-10-21
Adamsbrown Wealth Consultants LLC
INCREASED
Shares381 from 380
Change+1 (+0%)
Value$351.6K (-$15.1K)
Filed 2026-10-20
Fidelity D & D Bancorp Inc
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$349.6K (-$16.2K)
Filed 2026-11-05
XML Financial, LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$347.7K (-$15.8K)
Filed 2026-10-29
Arta Finance Wealth Management LLC
DECREASED
Shares376 from 427
Change-51 (-12%)
Value$346.8K (-$65.3K)
Filed 2026-10-28
Ninety One SA (PTY) Ltd
NEW
Shares375
Change+375
Value$345.7K
Filed 2026-10-15
Delta Financial Advisors LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$345.9K (-$16.0K)
Filed 2026-10-27
LexAurum Advisors, LLC
DECREASED
Shares374 from 399
Change-25 (-6%)
Value$345.0K (-$40.1K)
Filed 2026-10-19
Gen-Wealth Partners Inc
DECREASED
Shares373 from 376
Change-3 (-1%)
Value$344.0K (-$18.8K)
Filed 2026-11-04
Argentarii, LLC
INCREASED
Shares373 from 372
Change+1 (+0%)
Value$344.1K (+$38.8K)
Filed 2026-10-28
Sage Rhino Capital LLC
INCREASED
Shares371 from 367
Change+4 (+1%)
Value$342.2K (-$12.0K)
Filed 2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED
Shares371 from 367
Change+4 (+1%)
Value$342.2K (-$12.0K)
Filed 2026-10-13
Dixon Fnancial Services, Inc.
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$342.2K (-$15.8K)
Filed 2026-10-23
Able Wealth Management LLC
DECREASED
Shares368 from 393
Change-25 (-6%)
Value$326.4K (-$43.1K)
Filed 2026-10-13
Trust Point Inc.
INCREASED
Shares368 from 347
Change+21 (+6%)
Value$339.4K (+$4.6K)
Filed 2026-10-27
Olympiad Research LP
DECREASED
Shares368 from 375
Change-7 (-2%)
Value$339.4K (-$22.5K)
Filed 2026-11-04
Howland Capital Management LLC
INCREASED
Shares368 from 364
Change+4 (+1%)
Value$339.7K (-$11.8K)
Filed 2026-10-22
Clark & Stuart, Inc
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$333.0K (-$15.4K)
Filed 2026-10-14
Invenio Wealth Partners LLC
INCREASED
Shares360 from 340
Change+20 (+6%)
Value$332.0K (+$3.9K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$327.4K (-$15.1K)
Filed 2026-10-09
Formidable Asset Management, LLC
NEW
Shares354
Change+354
Value$341.6K
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares354 from 266
Change+88 (+33%)
Value$326.2K (+$69.5K)
Filed 2026-10-26
Corps Capital Advisors, LLC
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$326.5K (-$15.1K)
Filed 2026-11-05
Flagstone Financial Management
DECREASED
Shares352 from 365
Change-13 (-4%)
Value$324.7K (-$27.6K)
Filed 2026-11-05
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$322.8K (-$14.9K)
Filed 2026-11-02
Walker Asset Management, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$323.3K (-$14.9K)
Filed 2026-10-13
Mcdonald Partners LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$322.8K (-$14.9K)
Filed 2026-11-03
Northwest Wealth Management, LLC
DECREASED
Shares349 from 379
Change-30 (-8%)
Value$321.9K (-$43.8K)
Filed 2026-10-30
Miramontes Capital, LLC
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$320.1K (-$14.8K)
Filed 2026-10-19
True Wealth Design, LLC
DECREASED
Shares346 from 414
Change-68 (-16%)
Value$319.1K (-$80.4K)
Filed 2026-10-13
Kaufman Rossin Wealth, LLC
INCREASED
Shares346 from 319
Change+27 (+8%)
Value$319.4K (+$35.2K)
Filed 2026-10-19
Pittenger & Anderson Inc
DECREASED
Shares345 from 375
Change-30 (-8%)
Value$318.2K (-$43.7K)
Filed 2026-11-02
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares344 from 326
Change+18 (+6%)
Value$317.3K (+$2.7K)
Filed 2026-11-06
55 North Private Wealth, LLC
INCREASED
Shares344 from 343
Change+1 (+0%)
Value$317.3K (-$13.7K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED
Shares342 from 341
Change+1 (+0%)
Value$315.4K (-$13.6K)
Filed 2026-11-02
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$315.4K (-$14.6K)
Filed 2026-10-16
Monument Group Wealth Advisors, LLC
NEW
Shares339
Change+339
Value$312.7K
Filed 2026-10-21
Park National Corp
DECREASED
Shares339 from 400
Change-61 (-15%)
Value$312.7K (-$73.3K)
Filed 2026-10-05
Ejmk Ventures LLC
INCREASED
Shares337 from 319
Change+18 (+6%)
Value$311.0K (+$3.0K)
Filed 2026-10-21
Aire Advisors, LLC
DECREASED
Shares336 from 338
Change-2 (-1%)
Value$309.9K (-$16.3K)
Filed 2026-10-22
TCI Wealth Advisors, Inc.
INCREASED
Shares335 from 297
Change+38 (+13%)
Value$309.0K (+$22.4K)
Filed 2026-10-30
Revisor Wealth Management LLC
NEW
Shares334
Change+334
Value$254.4K
Filed 2026-10-20
TritonPoint Partners, LLC
DECREASED
Shares333 from 520
Change-187 (-36%)
Value$307.4K (-$194.8K)
Filed 2026-11-05
PFS Partners, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$306.6K (-$13.9K)
Filed 2026-10-21
Eagle Bay Advisors LLC
DECREASED
Shares331 from 362
Change-31 (-9%)
Value$305.5K (-$44.1K)
Filed 2026-10-16
Reflection Asset Management
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$305.3K (-$14.1K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
INCREASED
Shares330 from 279
Change+51 (+18%)
Value$258.4K (-$10.8K)
Filed 2026-10-13
AMG Asset Management Group, Inc.
NEW
Shares327
Change+327
Value$301.6K
Filed 2026-10-21
Legacy Wealth Partners, LLC
DECREASED
Shares327 from 333
Change-6 (-2%)
Value$301.6K (-$19.7K)
Filed 2026-10-15
Albion Financial Group
INCREASED
Shares326 from 317
Change+9 (+3%)
Value$300.5K (-$5.4K)
Filed 2026-10-21
McAdam, LLC
NEW
Shares325
Change+325
Value$299.8K
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
NEW
Shares325
Change+325
Value$299.8K
Filed 2026-10-16
Meritas Wealth Management, LLC
NEW
Shares323
Change+323
Value$297.9K
Filed 2026-10-14
North Star Investment Management Corp.
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$297.9K (-$13.8K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED
Shares321 from 341
Change-20 (-6%)
Value$295.9K (-$33.1K)
Filed 2026-10-26
First Business Financial Services, Inc.
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$296.1K (-$13.7K)
Filed 2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED
Shares319 from 305
Change+14 (+5%)
Value$294.7K (+$344)
Filed 2026-10-05
Columbia Advisory Partners LLC
INCREASED
Shares319 from 315
Change+4 (+1%)
Value$294.2K (-$9.7K)
Filed 2026-10-15
Tuttle Capital Management, LLC
DECREASED
Shares318 from 390
Change-72 (-18%)
Value$293.3K (-$83.0K)
Filed 2026-10-21
Essential Partners LLC
DECREASED
Shares317 from 508
Change-191 (-38%)
Value$292.4K (-$197.8K)
Filed 2026-10-14
Silverlake Wealth Management LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$292.3K (-$13.4K)
Filed 2026-10-21
Sunpointe, LLC
NEW
Shares315
Change+315
Value$290.5K
Filed 2026-10-22
Stephenson & Company, Inc.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$290.5K (-$13.4K)
Filed 2026-10-30
Shepherd Financial Partners LLC
INCREASED
Shares313 from 307
Change+6 (+2%)
Value$288.7K (-$7.6K)
Filed 2026-11-03
Pines Wealth Management, LLC
DECREASED
Shares312 from 329
Change-17 (-5%)
Value$287.8K (-$29.7K)
Filed 2026-10-21
Trilogy Capital Inc.
INCREASED
Shares309 from 209
Change+100 (+48%)
Value$285.0K (+$83.3K)
Filed 2026-10-20
Keudell ison Wealth Management
INCREASED
Shares309 from 300
Change+9 (+3%)
Value$285.0K (-$4.5K)
Filed 2026-10-16
Wealth Quarterback LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$284.3K (-$13.1K)
Filed 2026-10-20
Centennial Wealth Advisory LLC
NEW
Shares307
Change+307
Value$282.2K
Filed 2026-10-16
Nolet Wealth Management, LLC
INCREASED
Shares306 from 304
Change+2 (+1%)
Value$282.0K (-$11.1K)
Filed 2026-10-15
Piedmont Capital Management, LLC
DECREASED
Shares304 from 344
Change-40 (-12%)
Value$280.4K (-$51.6K)
Filed 2026-10-21
BAM Wealth Management, LLC
INCREASED
Shares304 from 299
Change+5 (+2%)
Value$280.4K (-$8.1K)
Filed 2026-10-15
Global Assets Advisory, LLC
INCREASED
Shares302 from 279
Change+23 (+8%)
Value$271.5K (+$16.4K)
Filed 2026-10-28
GK Wealth Management LLC
DECREASED
Shares301 from 471
Change-170 (-36%)
Value$278.2K (-$176.3K)
Filed 2026-10-09
Genesis Private Wealth, LLC
DECREASED
Shares301 from 315
Change-14 (-4%)
Value$277.6K (-$26.4K)
Filed 2026-11-02
Lyell Wealth Management, LP
INCREASED
Shares301 from 290
Change+11 (+4%)
Value$277.6K (-$2.2K)
Filed 2026-10-30
Lmcg Investments, LLC
NEW
Shares300
Change+300
Value$276.7K
Filed 2026-10-21
New Hampshire Trust
DECREASED
Shares300 from 800
Change-500 (-62%)
Value$276.7K (-$495.3K)
Filed 2026-10-20
Falcon Wealth Planning
DECREASED
Shares300 from 330
Change-30 (-9%)
Value$276.7K (-$41.7K)
Filed 2026-11-06
RPG Investment Advisory, LLC
DECREASED
Shares300 from 316
Change-16 (-5%)
Value$276.7K (-$28.2K)
Filed 2026-10-21
Diligent Investors, LLC
DECREASED
Shares300 from 315
Change-15 (-5%)
Value$276.7K (-$27.3K)
Filed 2026-10-21
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$276.7K (-$12.8K)
Filed 2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$202.5K (-$69.9K)
Filed 2026-10-21
Hudock, Inc.
INCREASED
Shares299 from 298
Change+1 (+0%)
Value$275.9K (-$12.5K)
Filed 2026-10-14
ARK & TLK Investments, LLC
DECREASED
Shares298 from 325
Change-27 (-8%)
Value$274.9K (-$38.8K)
Filed 2026-10-20
Tctc Holdings, LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$274.9K (-$12.7K)
Filed 2026-11-02
Cigna Investments Inc
DECREASED
Shares297 from 313
Change-16 (-5%)
Value$274 (-$28)
Filed 2026-10-19
MCF Advisors LLC
INCREASED
Shares295 from 203
Change+92 (+45%)
Value$272.4K (+$76.4K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED
Shares294 from 205
Change+89 (+43%)
Value$271.2K (+$73.3K)
Filed 2026-10-23
May Hill Capital, LLC
DECREASED
Shares294 from 342
Change-48 (-14%)
Value$271.2K (-$58.9K)
Filed 2026-11-03
DT Investment Partners, LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$270.2K (-$12.5K)
Filed 2026-10-27
Willner & Heller, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$268.9K (-$12.4K)
Filed 2026-10-28
Chilton Capital Management LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$267.5K (-$12.4K)
Filed 2026-10-28
Precedent Wealth Partners, LLC
DECREASED
Shares288 from 396
Change-108 (-27%)
Value$265.9K (-$116.2K)
Filed 2026-10-21
Cornerstone Advisory, LLC
INCREASED
Shares287 from 214
Change+73 (+34%)
Value$264.7K (+$58.2K)
Filed 2026-11-06
Cherrydale Wealth Management, LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$264.8K (-$12.2K)
Filed 2026-10-20
Hidden Cove Wealth Management, LLC
INCREASED
Shares286 from 270
Change+16 (+6%)
Value$264.0K (+$3.2K)
Filed 2026-10-19
Summit Global Investments
INCREASED
Shares285 from 282
Change+3 (+1%)
Value$263 (-$9)
Filed 2026-10-28
Sunbeam Capital Management, LLC
DECREASED
Shares284 from 358
Change-74 (-21%)
Value$262.4K (-$83.3K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
INCREASED
Shares284 from 241
Change+43 (+18%)
Value$262.4K (+$29.7K)
Filed 2026-10-21
AGH Wealth Advisors, LLC
DECREASED
Shares284 from 289
Change-5 (-2%)
Value$261.9K (-$16.9K)
Filed 2026-10-26
Summit Securities Group LLC
NEW
Shares283
Change+283
Value$261.0K
Filed 2026-11-05
Tcfg Investment Advisors, LLC
INCREASED
Shares283 from 264
Change+19 (+7%)
Value$261.0K (+$6.3K)
Filed 2026-10-20
Main Street Group, LTD
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$258.3K (-$11.9K)
Filed 2026-10-28
Accelerate Investment Advisors LLC
DECREASED
Shares279 from 348
Change-69 (-20%)
Value$257.2K (-$78.5K)
Filed 2026-11-02
Bright Futures Wealth Management, Llc.
INCREASED
Shares278 from 252
Change+26 (+10%)
Value$256.4K (+$13.2K)
Filed 2026-10-23
MBE Wealth Management, LLC
DECREASED
Shares277 from 279
Change-2 (-1%)
Value$255.5K (-$13.7K)
Filed 2026-10-26
Rainier Family Wealth Inc
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$255.5K (-$11.8K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
DECREASED
Shares276 from 296
Change-20 (-7%)
Value$254.6K (-$31.1K)
Filed 2026-10-16
SLT Holdings LLC
DECREASED
Shares275 from 325
Change-50 (-15%)
Value$253.6K (-$60.0K)
Filed 2026-10-15
Petros Family Wealth, LLC
DECREASED
Shares274 from 280
Change-6 (-2%)
Value$252.7K (-$17.5K)
Filed 2026-10-28
Mainsail Asset Management, LLC
DECREASED
Shares273 from 287
Change-14 (-5%)
Value$219.9K (-$6.2K)
Filed 2026-10-14
CPC Advisors, LLC
INCREASED
Shares264 from 227
Change+37 (+16%)
Value$243.5K (+$24.4K)
Filed 2026-10-21
Family Investment Center, Inc.
NEW
Shares262
Change+262
Value$241.3K
Filed 2026-10-19
Barings LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$241.7K (-$11.2K)
Filed 2026-10-22
Harmony Asset Management LLC
DECREASED
Shares261 from 266
Change-5 (-2%)
Value$240.5K (-$15.9K)
Filed 2026-10-20
GFS Advisors, LLC
DECREASED
Shares260 from 6,000
Change-5,740 (-96%)
Value$240.0K (-$10.9K)
Filed 2026-11-03
Ehrlich Financial Group
DECREASED
Shares260 from 268
Change-8 (-3%)
Value$239.8K (-$18.8K)
Filed 2026-10-20
Fermata Advisors, LLC
INCREASED
Shares259 from 257
Change+2 (+1%)
Value$238.9K (-$9.1K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares258 from 326
Change-68 (-21%)
Value$238.0K (-$75.5K)
Filed 2026-10-14
Integrity Wealth Advisors, Inc.
NEW
Shares257
Change+257
Value$237.0K
Filed 2026-10-29
Clear Creek Financial Management, LLC
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$237.0K (-$11.0K)
Filed 2026-10-28
Instrumental Wealth, LLC
INCREASED
Shares256 from 249
Change+7 (+3%)
Value$236.0K (-$4.1K)
Filed 2026-10-20
Financial & Tax Architects, LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$235.2K (-$10.9K)
Filed 2026-10-15
Howard Financial Services, Ltd.
INCREASED
Shares253 from 210
Change+43 (+20%)
Value$233.4K (+$30.7K)
Filed 2026-10-15
Private Management Group Inc
DECREASED
Shares251 from 340
Change-89 (-26%)
Value$231.5K (-$96.6K)
Filed 2026-11-04
BIP Wealth, LLC
DECREASED
Shares251 from 259
Change-8 (-3%)
Value$231.2K (-$18.7K)
Filed 2026-10-22
WBH Advisory Inc
NEW
Shares250
Change+250
Value$230.6K
Filed 2026-11-05
OmniStar Financial Group, Inc.
NEW
Shares250
Change+250
Value$230.6K
Filed 2026-10-26
West Tower Group, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$230.6K (-$10.7K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares248 from 375
Change-127 (-34%)
Value$228.9K (-$132.9K)
Filed 2026-10-15
Trek Financial, LLC
DECREASED
Shares247 from 4,928
Change-4,681 (-95%)
Value$227.8K (-$4.5M)
Filed 2026-10-29
Rossby Financial, LCC
DECREASED
Shares246 from 295
Change-49 (-17%)
Value$226.9K (-$57.8K)
Filed 2026-11-05
Juncture Wealth Strategies, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$226.0K (-$10.4K)
Filed 2026-10-06
QTR Family Wealth, LLC
DECREASED
Shares243 from 341
Change-98 (-29%)
Value$224.1K (-$104.9K)
Filed 2026-11-02
Sutton Place Investors LLC
INCREASED
Shares243 from 237
Change+6 (+3%)
Value$224.1K (-$4.6K)
Filed 2026-10-20
Rise Advisors, LLC
NEW
Shares242
Change+242
Value$223.4K
Filed 2026-10-16
EdgeRock Capital LLC
NEW
Shares242
Change+242
Value$223.2K
Filed 2026-11-03
Trust Investment Advisors
NEW
Shares241
Change+241
Value$221.9K
Filed 2026-10-20
Hamilton Capital, LLC
INCREASED
Shares239 from 235
Change+4 (+2%)
Value$220.4K (-$6.3K)
Filed 2026-10-08
Robertson Stephens Wealth Management, LLC
INCREASED
Shares237 from 213
Change+24 (+11%)
Value$218.5K (+$12.8K)
Filed 2026-10-16
Garrett Wealth Advisory Group, LLC
NEW
Shares236
Change+236
Value$217.7K
Filed 2026-10-22
World Equity Group, Inc.
DECREASED
Shares236 from 815
Change-579 (-71%)
Value$218.0K (-$568.5K)
Filed 2026-10-14
Ballast Rock Private Wealth LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$217.7K (-$10.1K)
Filed 2026-10-26
West Branch Capital LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$217.7K (-$10.1K)
Filed 2026-10-20
Burk Holdings LLC
DECREASED
Shares235 from 350
Change-115 (-33%)
Value$216.8K (-$121.0K)
Filed 2026-11-05
Maltin Wealth Management, Inc.
DECREASED
Shares235 from 300
Change-65 (-22%)
Value$217.0K (-$72.5K)
Filed 2026-10-13
Foundation Wealth Management, Llc\pa
INCREASED
Shares234 from 233
Change+1 (+0%)
Value$215.8K (-$9.0K)
Filed 2026-10-14
Commonwealth Retirement Investments LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$215.8K (-$10.0K)
Filed 2026-10-26
Embree Financial Group
DECREASED
Shares231 from 275
Change-44 (-16%)
Value$213.1K (-$52.3K)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
INCREASED
Shares230 from 210
Change+20 (+10%)
Value$212.4K (+$9.6K)
Filed 2026-11-04
Novem Group
DECREASED
Shares230 from 248
Change-18 (-7%)
Value$212.1K (-$27.2K)
Filed 2026-10-19
Headland Capital, LLC
INCREASED
Shares230 from 224
Change+6 (+3%)
Value$212.1K (-$4.0K)
Filed 2026-11-06
Ballast, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$212.1K (-$9.8K)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares228 from 71
Change+157 (+221%)
Value$209.9K (+$141.8K)
Filed 2026-10-26
First Growth Capital LLC
INCREASED
Shares228 from 223
Change+5 (+2%)
Value$210.3K (-$4.9K)
Filed 2026-10-15
Wealthstar Advisors, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$210.3K (-$9.7K)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
DECREASED
Shares227 from 242
Change-15 (-6%)
Value$209.4K (-$24.2K)
Filed 2026-10-20
Orin Green Financial, LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$209.4K (-$9.7K)
Filed 2026-10-19
Cutler Investment Counsel LLC
NEW
Shares225
Change+225
Value$207.7K
Filed 2026-10-28
Smithbridge Asset Management Inc
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$207.5K (-$9.6K)
Filed 2026-10-19
Wealthcare Capital Partners, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$207.9K (-$9.5K)
Filed 2026-10-21
Adelphi Trust Co
DECREASED
Shares224 from 357
Change-133 (-37%)
Value$206.6K (-$137.9K)
Filed 2026-10-05
Lantz Financial LLC
DECREASED
Shares222 from 238
Change-16 (-7%)
Value$204.8K (-$24.9K)
Filed 2026-10-15
Phillips Financial Management, LLC
INCREASED
Shares222 from 216
Change+6 (+3%)
Value$204.8K (-$3.7K)
Filed 2026-10-19
Essex Bank
INCREASED
Shares222 from 220
Change+2 (+1%)
Value$204.8K (-$7.5K)
Filed 2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED
Shares218 from 357
Change-139 (-39%)
Value$201.3K (-$143.2K)
Filed 2026-10-23
Quadcap Wealth Management, LLC
DECREASED
Shares218 from 246
Change-28 (-11%)
Value$201.1K (-$36.3K)
Filed 2026-11-02
Fortitude Family Office, LLC
INCREASED
Shares217 from 134
Change+83 (+62%)
Value$200.1K (+$70.8K)
Filed 2026-10-14
Traphagen Investment Advisors LLC
DECREASED
Shares217 from 267
Change-50 (-19%)
Value$200.1K (-$57.5K)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
INCREASED
Shares215 from 212
Change+3 (+1%)
Value$198.3K (-$6.3K)
Filed 2026-10-29
JFS Wealth Advisors, LLC
INCREASED
Shares214 from 209
Change+5 (+2%)
Value$197.6K (-$4.2K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$194.6K (-$9.0K)
Filed 2026-10-23
GoalVest Advisory LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$190.0K (-$8.8K)
Filed 2026-10-02
NBH Bank
DECREASED
Shares205 from 214
Change-9 (-4%)
Value$189.1K (-$17.4K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$184.5K (-$8.5K)
Filed 2026-10-30
Archer Investment Corp
DECREASED
Shares197 from 580
Change-383 (-66%)
Value$181.7K (-$378.0K)
Filed 2026-11-05
AlphaCentric Advisors LLC
INCREASED
Shares197 from 183
Change+14 (+8%)
Value$181.7K (+$5.1K)
Filed 2026-11-03
United Financial Planning Group LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$174.3K (-$8.1K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$172.6K (-$7.8K)
Filed 2026-10-23
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares183 from 125
Change+58 (+46%)
Value$168.8K (+$48.2K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
DECREASED
Shares183 from 214
Change-31 (-14%)
Value$168.8K (-$37.7K)
Filed 2026-10-20
KFG LLC
NEW
Shares180
Change+180
Value$166.0K
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares177 from 167
Change+10 (+6%)
Value$163.3K (+$2.1K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
DECREASED
Shares177 from 185
Change-8 (-4%)
Value$163.6K (-$14.6K)
Filed 2026-10-20
Bochk Asset Management Ltd
INCREASED
Shares169 from 40
Change+129 (+323%)
Value$155.9K (+$117.3K)
Filed 2026-10-29
Western Pacific Wealth Management, LP
INCREASED
Shares165 from 110
Change+55 (+50%)
Value$152.2K (+$46.0K)
Filed 2026-10-16
Birchwood Financial Partners, Inc.
INCREASED
Shares153 from 150
Change+3 (+2%)
Value$141.1K (-$3.6K)
Filed 2026-11-02
Center for Financial Planning, Inc.
INCREASED
Shares152 from 80
Change+72 (+90%)
Value$140.2K (+$63.0K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
DECREASED
Shares147 from 162
Change-15 (-9%)
Value$135.6K (-$20.7K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
INCREASED
Shares145 from 107
Change+38 (+36%)
Value$133.7K (+$30.5K)
Filed 2026-10-05
United Community Bank
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$132.8K (-$6.1K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
DECREASED
Shares142 from 153
Change-11 (-7%)
Value$131.0K (-$16.7K)
Filed 2026-10-28
Reyes Financial Architecture, Inc.
NEW
Shares133
Change+133
Value$122.7K
Filed 2026-10-22
Entrust Financial LLC
DECREASED
Shares131 from 207
Change-76 (-37%)
Value$120.8K (-$78.9K)
Filed 2026-11-04
Trust Co of Vermont
INCREASED
Shares128 from 56
Change+72 (+129%)
Value$118.1K (+$64.0K)
Filed 2026-10-21
Meriwether Wealth & Planning, LLC
NEW
Shares121
Change+121
Value$111.6K
Filed 2026-10-13
Bell Investment Advisors, Inc
INCREASED
Shares118 from 111
Change+7 (+6%)
Value$108.8K (+$1.7K)
Filed 2026-10-29
Wolff Wiese Magana LLC
INCREASED
Shares110 from 106
Change+4 (+4%)
Value$101.5K (-$832)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$101.5K (-$4.7K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
INCREASED
Shares108 from 105
Change+3 (+3%)
Value$99.6K (-$1.7K)
Filed 2026-10-09
Salomon & Ludwin, LLC
INCREASED
Shares106 from 103
Change+3 (+3%)
Value$97.8K (+$3.5K)
Filed 2026-10-29
IMG Wealth Management, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$96.8K (-$4.5K)
Filed 2026-10-27
Reap Financial Group, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$93.2K (-$4.3K)
Filed 2026-11-02
Hughes Financial Services, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$70.2K (-$26.3K)
Filed 2026-10-30
Hurley Capital, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$92.2K (-$4.3K)
Filed 2026-11-05
Berbice Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$92.2K (-$4.3K)
Filed 2026-10-13
Arlington Trust Co LLC
INCREASED
Shares98 from 68
Change+30 (+44%)
Value$90.4K (+$24.8K)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$89.5K (-$4.1K)
Filed 2026-10-16
Financial Perspectives, Inc
DECREASED
Shares92 from 123
Change-31 (-25%)
Value$85.0K (-$33.7K)
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$74.7K (-$3.5K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares78
Change+78
Value$71.9K
Filed 2026-10-19
Catalyst Capital Advisors LLC
INCREASED
Shares76 from 73
Change+3 (+4%)
Value$70.1K (-$347)
Filed 2026-11-02
Manchester Capital Management LLC
DECREASED
Shares75 from 113
Change-38 (-34%)
Value$69.2K (-$39.9K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
INCREASED
Shares74 from 29
Change+45 (+155%)
Value$68.3K (+$40.3K)
Filed 2026-10-23
Mosley Wealth Management
INCREASED
Shares67 from 3
Change+64 (+2133%)
Value$46.3K (+$43.4K)
Filed 2026-10-16
GHP Investment Advisors, Inc.
DECREASED
Shares66 from 78
Change-12 (-15%)
Value$60.9K (-$14.4K)
Filed 2026-10-15
Financial Consulate, Inc
INCREASED
Shares64 from 63
Change+1 (+2%)
Value$59.0K (-$1.8K)
Filed 2026-10-23
Align Financial, LLC
INCREASED
Shares60 from 57
Change+3 (+5%)
Value$55.3K (+$335)
Filed 2026-10-16
Private Wealth Management Group, LLC
DECREASED
Shares59 from 64
Change-5 (-8%)
Value$54.4K (-$7.3K)
Filed 2026-10-19
Washington Trust Advisors, Inc.
DECREASED
Shares58 from 65
Change-7 (-11%)
Value$53.2K (-$9.2K)
Filed 2026-10-22
Redwood Park Advisors LLC
NEW
Shares57
Change+57
Value$52.6K
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares57 from 56
Change+1 (+2%)
Value$52.6K (-$1.5K)
Filed 2026-10-16
Atwood & Palmer Inc
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$50.7K (-$2.3K)
Filed 2026-10-08
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$48.9K (-$2.3K)
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED
Shares50 from 42
Change+8 (+19%)
Value$46.2K (+$5.6K)
Filed 2026-11-03
Costello Asset Management, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$46.1K (-$2.1K)
Filed 2026-10-30
Eurizon SLJ Capital Ltd
NEW
Shares49
Change+49
Value$45.2K
Filed 2026-11-06
Activest Wealth Management
INCREASED
Shares49 from 48
Change+1 (+2%)
Value$45.2K (-$1.1K)
Filed 2026-10-15
Avion Wealth
INCREASED
Shares49 from 48
Change+1 (+2%)
Value$45 (-$1)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
INCREASED
Shares46 from 40
Change+6 (+15%)
Value$42 (+$3)
Filed 2026-10-27
Laurel Wealth Advisors LLC
NEW
Shares45
Change+45
Value$41.5K
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares45 from 22
Change+23 (+105%)
Value$41.5K (+$20.3K)
Filed 2026-10-28
One River Asset Management, LLC
INCREASED
Shares45 from 30
Change+15 (+50%)
Value$41.5K (+$12.6K)
Filed 2026-10-21
Retirement Wealth Solutions LLC
INCREASED
Shares42 from 29
Change+13 (+45%)
Value$38.7K (+$10.8K)
Filed 2026-10-07
Winch Advisory Services, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$37.7K (-$1.7K)
Filed 2026-11-06
Triumph Capital Management
DECREASED
Shares38 from 60
Change-22 (-37%)
Value$35.0K (-$22.9K)
Filed 2026-10-14
TFC Financial Management, Inc.
INCREASED
Shares37 from 5
Change+32 (+640%)
Value$34.1K (+$29.3K)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares36 from 41
Change-5 (-12%)
Value$33.2K (-$6.4K)
Filed 2026-10-06
Proathlete Wealth Management LLC
INCREASED
Shares35 from 1
Change+34 (+3400%)
Value$32.3K (+$31.3K)
Filed 2026-10-15
Vima LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$31.4K (-$1.4K)
Filed 2026-10-23
Decker Retirement Planning Inc.
DECREASED
Shares32 from 5,744
Change-5,712 (-99%)
Value$29.5K (-$5.5M)
Filed 2026-10-19
High Note Wealth, LLC
INCREASED
Shares31 from 22
Change+9 (+41%)
Value$28.6K (+$7.4K)
Filed 2026-10-27
Highline Wealth Partners LLC
INCREASED
Shares30 from 20
Change+10 (+50%)
Value$27.7K (+$8.4K)
Filed 2026-10-19
Vision Financial Markets LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$27.9K (+$436)
Filed 2026-10-22
First Pacific Financial
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$27.8K (-$1.3K)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$27.7K (-$1.3K)
Filed 2026-10-28
Marquette Asset Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$27.7K (-$1.3K)
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares29 from 6
Change+23 (+383%)
Value$26.8K (+$21.0K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares28 from 17
Change+11 (+65%)
Value$25.8K (+$9.4K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$25.8K (-$1.2K)
Filed 2026-11-02
Sterling Capital Management LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$25.8K (-$1.2K)
Filed 2026-10-22
Bare Financial Services, Inc
INCREASED
Shares26 from 22
Change+4 (+18%)
Value$24.0K (+$2.8K)
Filed 2026-11-04
Olistico Wealth, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$23.1K (-$1.1K)
Filed 2026-10-05
Ares Financial Consulting, LLC
INCREASED
Shares24 from 20
Change+4 (+20%)
Value$22.1K (+$2.8K)
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares23 from 18
Change+5 (+28%)
Value$21.2K (+$3.8K)
Filed 2026-10-07
Addison Advisors LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$20.3K (-$938)
Filed 2026-11-06
Prudent Man Investment Management, Inc.
NEW
Shares20
Change+20
Value$18.4K
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$18.4K (-$853)
Filed 2026-10-07
Cape Investment Advisory, Inc.
INCREASED
Shares19 from 7
Change+12 (+171%)
Value$17.5K (+$10.8K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares19 from 15
Change+4 (+27%)
Value$17.5K (+$3.1K)
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$16.6K (-$768)
Filed 2026-10-05
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$16.6K (-$768)
Filed 2026-10-16
Maseco LLP
NEW
Shares17
Change+17
Value$15.7K
Filed 2026-10-27
Bank of New Hampshire
NEW
Shares17
Change+17
Value$15.7K
Filed 2026-10-06
Planning Strategies Inc.
INCREASED
Shares17 from 16
Change+1 (+6%)
Value$15.7K (+$240)
Filed 2026-10-02
Trifecta Capital Advisors, LLC
DECREASED
Shares17 from 18
Change-1 (-6%)
Value$15.7K (-$1.7K)
Filed 2026-10-21
Mascoma Wealth Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$14.8K (-$683)
Filed 2026-10-23
Global Trust Asset Management, LLC
DECREASED
Shares15 from 85
Change-70 (-82%)
Value$13.8K (-$68.2K)
Filed 2026-10-19
Clark Wealth Partners
INCREASED
Shares15 from 12
Change+3 (+25%)
Value$13.8K (+$2.3K)
Filed 2026-10-19
Valued Wealth Advisors LLC
DECREASED
Shares13 from 15
Change-2 (-13%)
Value$12.0K (-$2.5K)
Filed 2026-11-05
Gleason Group, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$12.0K (-$555)
Filed 2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$12.1K (-$551)
Filed 2026-10-21
Kings Path Partners LLC
NEW
Shares12
Change+12
Value$11.1K
Filed 2026-10-21
American Capital Advisory, LLC
INCREASED
Shares11 from 10
Change+1 (+10%)
Value$10.1K (+$496)
Filed 2026-10-28
Montag A & Associates Inc
NEW
Shares10
Change+10
Value$9.2K
Filed 2026-10-29
Lloyd Advisory Services, Llc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$9.1K (-$315)
Filed 2026-11-02
Toth Financial Advisory Corp
NEW
Shares8
Change+8
Value$7.4K
Filed 2026-10-08
Three Bridge Wealth Advisors, LLC
NEW
Shares7
Change+7
Value$6.5K
Filed 2026-11-05
DecisionPoint Financial, LLC
INCREASED
Shares7 from 3
Change+4 (+133%)
Value$6.6K (+$3.9K)
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares7 from 4
Change+3 (+75%)
Value$6.5K (+$2.6K)
Filed 2026-10-20
Tsfg, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$6 (-$1)
Filed 2026-10-23
Quaker Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$6.5K (-$298)
Filed 2026-10-22
Torren Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$6.7K (-$306)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
NEW
Shares6
Change+6
Value$5.5K
Filed 2026-10-15
Gilpin Wealth Management, LLC
NEW
Shares6
Change+6
Value$5.5K
Filed 2026-10-09
Nvest Wealth Strategies, Inc.
INCREASED
Shares6 from 3
Change+3 (+100%)
Value$5.5K (+$2.6K)
Filed 2026-10-14
Aspect Partners, LLC
DECREASED
Shares6 from 8
Change-2 (-25%)
Value$5.5K (-$2.2K)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$5.5K (-$256)
Filed 2026-10-30
Davis Capital Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$5.5K (-$256)
Filed 2026-10-08
10Elms LLP
NEW
Shares5
Change+5
Value$4.6K
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
DECREASED
Shares5 from 13,592
Change-13,587 (-100%)
Value$4.6K (-$13.1M)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares4
Change+4
Value$3.7K
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
NEW
Shares4
Change+4
Value$3.7K
Filed 2026-10-30
Downshift Financial, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$3.7K (+$794)
Filed 2026-10-13
PayPay Securities Corp
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$3.7K (-$1.1K)
Filed 2026-10-27
Tounjian Advisory Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.5K (-$289)
Filed 2026-11-04
Navigoe, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
WestEnd Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.7K (-$171)
Filed 2026-10-27
Nvwm, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.8K (-$128)
Filed 2026-10-14
Jnba Financial Advisors
NEW
Shares2
Change+2
Value$1.8K
Filed 2026-11-03
First Bancorp, Inc
NEW
Shares2
Change+2
Value$1.8K
Filed 2026-10-26
Fairscale Capital, LLC
NEW
Shares1
Change+1
Value$645
Filed 2026-11-04
Godsey & Gibb, Inc
NEW
Shares1
Change+1
Value$923
Filed 2026-10-14
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$923 (-$42)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$922 (-$43)
Filed 2026-10-21
Noble Wealth Management PBC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$922 (-$43)
Filed 2026-10-01
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$923 (-$42)
Filed 2026-10-15
Amanah Holdings Trust
CLOSED
Shares0 from 289,774
Change-289,774 (-100%)
Value$0 (-$279.6M)
Filed 2026-10-23
Imc-Chicago, LLC
CLOSED
Shares0 from 36,749
Change-36,749 (-100%)
Value$0 (-$35.5M)
Filed 2026-11-05
Ariose Capital Management Ltd
CLOSED
Shares0 from 27,616
Change-27,616 (-100%)
Value$0 (-$26.6M)
Filed 2026-11-02
TB Alternative Assets Ltd.
CLOSED
Shares0 from 14,652
Change-14,652 (-100%)
Value$0 (-$14.1M)
Filed 2026-10-16
Hiddenite Capital Partners LP
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$9.7M)
Filed 2026-10-29
Geneva Partners, LLC
CLOSED
Shares0 from 9,615
Change-9,615 (-100%)
Value$0 (-$9.3M)
Filed 2026-10-26
Private Advisory Group LLC
CLOSED
Shares0 from 7,211
Change-7,211 (-100%)
Value$0 (-$7.0M)
Filed 2026-11-06
Vest Financial, LLC
CLOSED
Shares0 from 5,656
Change-5,656 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-21
Patton Fund Management, Inc.
CLOSED
Shares0 from 4,994
Change-4,994 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-13
University of Texas S AM Investment Management Co
CLOSED
Shares0 from 4,934
Change-4,934 (-100%)
Value$0 (-$4.8M)
Filed 2026-11-03
WIN Advisors, Inc
CLOSED
Shares0 from 3,421
Change-3,421 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-06
Shaker Investments LLC
CLOSED
Shares0 from 3,199
Change-3,199 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-05
Oak Harvest Investment Services
CLOSED
Shares0 from 2,154
Change-2,154 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-20
Q3 Asset Management
CLOSED
Shares0 from 1,813
Change-1,813 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-06
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 970
Change-970 (-100%)
Value$0 (-$936.1K)
Filed 2026-10-09
Hennessy Advisors Inc
CLOSED
Shares0 from 898
Change-898 (-100%)
Value$0 (-$866.6K)
Filed 2026-10-28
United Advisor Group, LLC
CLOSED
Shares0 from 856
Change-856 (-100%)
Value$0 (-$826.0K)
Filed 2026-11-03
Cynosure Group, LLC
CLOSED
Shares0 from 852
Change-852 (-100%)
Value$0 (-$822.2K)
Filed 2026-11-03
Englebert Financial Advisers, LLC
CLOSED
Shares0 from 649
Change-649 (-100%)
Value$0 (-$626.3K)
Filed 2026-10-20
Transcendent Capital Group LLC
CLOSED
Shares0 from 613
Change-613 (-100%)
Value$0 (-$592.0K)
Filed 2026-10-28
R Squared Ltd
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$579.0K)
Filed 2026-11-06
Money Concepts Capital Corp
CLOSED
Shares0 from 599
Change-599 (-100%)
Value$0 (-$578.0K)
Filed 2026-11-06
Meredith Wealth Planning
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$532.5K)
Filed 2026-10-14
Lincoln Capital Corp
CLOSED
Shares0 from 394
Change-394 (-100%)
Value$0 (-$380.2K)
Filed 2026-10-13
Clark Asset Management, LLC
CLOSED
Shares0 from 379
Change-379 (-100%)
Value$0 (-$365.7K)
Filed 2026-10-19
Kestra Investment Management, LLC
CLOSED
Shares0 from 379
Change-379 (-100%)
Value$0 (-$366.0K)
Filed 2026-11-04
WealthCare Asset Management, LLC
CLOSED
Shares0 from 346
Change-346 (-100%)
Value$0 (-$333.9K)
Filed 2026-10-26
Atwater Malick LLC
CLOSED
Shares0 from 337
Change-337 (-100%)
Value$0 (-$325.2K)
Filed 2026-10-15
Peachtree Investment Partners, LLC
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$318.5K)
Filed 2026-11-05
RDA Financial Network
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$303.6K)
Filed 2026-10-15
Independent Wealth Network Inc.
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$304.0K)
Filed 2026-10-19
True North Advisors, LLC
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$295.0K)
Filed 2026-10-22
Advus Financial Partners, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$289.7K)
Filed 2026-10-20
Peak Financial Management, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$289.5K)
Filed 2026-10-16
Wesbanco Bank Inc
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$284.7K)
Filed 2026-11-04
Foster Victor Wealth Advisors, LLC
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$238.2K)
Filed 2026-10-21
Altar Rock LLC
CLOSED
Shares0 from 269
Change-269 (-100%)
Value$0 (-$259.8K)
Filed 2026-11-06
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 264
Change-264 (-100%)
Value$0 (-$254.8K)
Filed 2026-10-09
Cypress Point Wealth Management, LLC
CLOSED
Shares0 from 257
Change-257 (-100%)
Value$0 (-$248.0K)
Filed 2026-11-03
Meridian Wealth Management, LLC
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$246.9K)
Filed 2026-11-05
Cullen Investment Group, Ltd.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$241.3K)
Filed 2026-10-13
Retirement Planning Group, LLC
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$237.8K)
Filed 2026-10-19
PTM Wealth Management, LLC
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-23
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 227
Change-227 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-26
MBM Wealth Consultants, LLC
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-20
August Group Capital Ltd
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-14
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-13
Krane Financial Solutions LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-30
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-28
Legacy Edge Advisors, LLC
CLOSED
Shares0 from 213
Change-213 (-100%)
Value$0 (-$205.5K)
Filed 2026-11-06
Carson Advisory Inc.
CLOSED
Shares0 from 212
Change-212 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-06
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-15
Private Client Services, LLC
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-02
Financial Partners Group, Inc
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-19
Wealth Management Partners, LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-21
Financial Symmetry Inc
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-06
Pier 88 Investment Partners LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$193.0K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$188.1K)
Filed 2026-10-14
Solstein Capital, LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$120.6K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$107.4K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$113.9K)
Filed 2026-10-23
Kelleher Financial Advisors
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$58.9K)
Filed 2026-10-30
BankPlus Trust Department
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$45.4K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$43.4K)
Filed 2026-10-15
Merrithew & Thorsten Inc
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$38)
Filed 2026-11-06
Brooklyn FI, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$14.5K)
Filed 2026-11-05
West Paces Advisors Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-21
Key FInancial Inc
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-02
Evolution Advisers, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$965)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-16
CKW Financial Group
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$1)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 15,166,793
Change-15,166,793 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 14,630,067
Change-14,630,067 (-100%)
Value—
State Street Corp
N/A
Shares— from 9,911,669
Change-9,911,669 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,153,134
Change-8,153,134 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 7,999,686
Change-7,999,686 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 7,536,880
Change-7,536,880 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 5,320,463
Change-5,320,463 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,201,103
Change-5,201,103 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,720,524
Change-4,720,524 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 4,326,781
Change-4,326,781 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,440,106
Change-3,440,106 (-100%)
Value—
Norges Bank
N/A
Shares— from 3,095,723
Change-3,095,723 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 2,560,276
Change-2,560,276 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 2,414,136
Change-2,414,136 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,138,429
Change-2,138,429 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,115,112
Change-2,115,112 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 2,108,402
Change-2,108,402 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,902,241
Change-1,902,241 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,798,079
Change-1,798,079 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,608,436
Change-1,608,436 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,530,731
Change-1,530,731 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,473,813
Change-1,473,813 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,430,343
Change-1,430,343 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,354,377
Change-1,354,377 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,352,030
Change-1,352,030 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,245,371
Change-1,245,371 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,233,702
Change-1,233,702 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,044,994
Change-1,044,994 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,032,054
Change-1,032,054 (-100%)
Value—
Lone Pine Capital LLC
N/A
Shares— from 1,000,109
Change-1,000,109 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 984,377
Change-984,377 (-100%)
Value—
UBS Group AG
N/A
Shares— from 839,966
Change-839,966 (-100%)
Value—
National Pension Service
N/A
Shares— from 834,705
Change-834,705 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 822,914
Change-822,914 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 755,495
Change-755,495 (-100%)
Value—
Trivest Advisors Ltd
N/A
Shares— from 737,780
Change-737,780 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 720,741
Change-720,741 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 709,357
Change-709,357 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 698,149
Change-698,149 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 658,813
Change-658,813 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 649,106
Change-649,106 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 639,711
Change-639,711 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 633,069
Change-633,069 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 616,040
Change-616,040 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 605,858
Change-605,858 (-100%)
Value—
Atalan Capital Partners, LP
N/A
Shares— from 573,000
Change-573,000 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 552,780
Change-552,780 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 546,287
Change-546,287 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 535,463
Change-535,463 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 517,006
Change-517,006 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 483,669
Change-483,669 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 483,514
Change-483,514 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 473,888
Change-473,888 (-100%)
Value—
Sachem Head Capital Management LPA
N/A
Shares— from 472,000
Change-472,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 461,735
Change-461,735 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 460,184
Change-460,184 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 457,353
Change-457,353 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 449,904
Change-449,904 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 447,945
Change-447,945 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 442,630
Change-442,630 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 433,011
Change-433,011 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 418,762
Change-418,762 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 398,344
Change-398,344 (-100%)
Value—
Palestra Capital Management LLC
N/A
Shares— from 386,123
Change-386,123 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 372,329
Change-372,329 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 368,748
Change-368,748 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 354,816
Change-354,816 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 348,962
Change-348,962 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 328,233
Change-328,233 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 317,585
Change-317,585 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 313,545
Change-313,545 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 304,216
Change-304,216 (-100%)
Value—
Maple Rock Capital Partners Inc.
N/A
Shares— from 301,162
Change-301,162 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 300,093
Change-300,093 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 291,439
Change-291,439 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 288,385
Change-288,385 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 285,100
Change-285,100 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 283,546
Change-283,546 (-100%)
Value—
Anther Capital Ltd
N/A
Shares— from 283,416
Change-283,416 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 272,913
Change-272,913 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 272,765
Change-272,765 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 266,259
Change-266,259 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 256,151
Change-256,151 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 250,187
Change-250,187 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 248,623
Change-248,623 (-100%)
Value—
Aviva PLC
N/A
Shares— from 244,981
Change-244,981 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 243,486
Change-243,486 (-100%)
Value—
Avala Global LP
N/A
Shares— from 235,520
Change-235,520 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 229,645
Change-229,645 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 211,500
Change-211,500 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 199,822
Change-199,822 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 197,863
Change-197,863 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 192,732
Change-192,732 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 191,509
Change-191,509 (-100%)
Value—
ING Groep NV
N/A
Shares— from 191,477
Change-191,477 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 191,218
Change-191,218 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 188,777
Change-188,777 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 188,590
Change-188,590 (-100%)
Value—
Toms Capital Investment Management LP
N/A
Shares— from 180,300
Change-180,300 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 176,819
Change-176,819 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 176,615
Change-176,615 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 171,890
Change-171,890 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 171,165
Change-171,165 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 169,215
Change-169,215 (-100%)
Value—
Hawk Ridge Capital Management LP
N/A
Shares— from 159,320
Change-159,320 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 152,692
Change-152,692 (-100%)
Value—
Capital World Investors
N/A
Shares— from 151,440
Change-151,440 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 148,543
Change-148,543 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 129,005
Change-129,005 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 128,935
Change-128,935 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 127,194
Change-127,194 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 126,359
Change-126,359 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 123,388
Change-123,388 (-100%)
Value—
Duquesne Family Office LLC
N/A
Shares— from 122,000
Change-122,000 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 120,320
Change-120,320 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 117,580
Change-117,580 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 115,785
Change-115,785 (-100%)
Value—
Rivermont Capital Management LP
N/A
Shares— from 113,669
Change-113,669 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 111,994
Change-111,994 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 110,924
Change-110,924 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 109,611
Change-109,611 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 109,222
Change-109,222 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 108,897
Change-108,897 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 108,461
Change-108,461 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 108,280
Change-108,280 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 107,896
Change-107,896 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 104,600
Change-104,600 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 103,612
Change-103,612 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 103,255
Change-103,255 (-100%)
Value—
Keywise Capital Management (HK) Ltd
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 101,944
Change-101,944 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 100,047
Change-100,047 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 99,407
Change-99,407 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 95,939
Change-95,939 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 95,873
Change-95,873 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 94,452
Change-94,452 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 91,955
Change-91,955 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 91,889
Change-91,889 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 90,937
Change-90,937 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 83,585
Change-83,585 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 81,684
Change-81,684 (-100%)
Value—
Atika Capital Management LLC
N/A
Shares— from 79,865
Change-79,865 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 79,678
Change-79,678 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 76,180
Change-76,180 (-100%)
Value—
Nishkama Capital, LLC
N/A
Shares— from 75,373
Change-75,373 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 74,875
Change-74,875 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 73,206
Change-73,206 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 73,123
Change-73,123 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 72,667
Change-72,667 (-100%)
Value—
E20 Capital Ltd
N/A
Shares— from 72,280
Change-72,280 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 71,987
Change-71,987 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 71,831
Change-71,831 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 70,952
Change-70,952 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 69,655
Change-69,655 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 69,455
Change-69,455 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 68,998
Change-68,998 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 68,907
Change-68,907 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 68,769
Change-68,769 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 68,396
Change-68,396 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 67,577
Change-67,577 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 67,221
Change-67,221 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 64,295
Change-64,295 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 63,882
Change-63,882 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 63,773
Change-63,773 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 63,366
Change-63,366 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 62,973
Change-62,973 (-100%)
Value—
Prudential PLC
N/A
Shares— from 62,216
Change-62,216 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 61,917
Change-61,917 (-100%)
Value—
Man Group plc
N/A
Shares— from 60,847
Change-60,847 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 60,394
Change-60,394 (-100%)
Value—
Central Asset Investments & Management Holdings (HK) Ltd
N/A
Shares— from 60,085
Change-60,085 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 59,619
Change-59,619 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 59,600
Change-59,600 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 58,699
Change-58,699 (-100%)
Value—
FIL Ltd
N/A
Shares— from 56,772
Change-56,772 (-100%)
Value—
DigitalBridge Group, Inc.
N/A
Shares— from 55,027
Change-55,027 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 54,714
Change-54,714 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 53,393
Change-53,393 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 53,056
Change-53,056 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 51,629
Change-51,629 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 51,232
Change-51,232 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 51,226
Change-51,226 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 50,734
Change-50,734 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 50,725
Change-50,725 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 50,165
Change-50,165 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 50,123
Change-50,123 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 49,958
Change-49,958 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 49,000
Change-49,000 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 48,618
Change-48,618 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 48,388
Change-48,388 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 47,805
Change-47,805 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 47,641
Change-47,641 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 47,267
Change-47,267 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 45,883
Change-45,883 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 45,510
Change-45,510 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 45,126
Change-45,126 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 45,018
Change-45,018 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 44,913
Change-44,913 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 44,900
Change-44,900 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 44,679
Change-44,679 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 44,123
Change-44,123 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 43,540
Change-43,540 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 43,312
Change-43,312 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 42,792
Change-42,792 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 42,320
Change-42,320 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 42,220
Change-42,220 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 41,574
Change-41,574 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 41,290
Change-41,290 (-100%)
Value—
Panoramic Capital, LLC
N/A
Shares— from 40,275
Change-40,275 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 39,675
Change-39,675 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 39,500
Change-39,500 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 39,320
Change-39,320 (-100%)
Value—
Apis Capital Advisors, LLC
N/A
Shares— from 35,590
Change-35,590 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 35,255
Change-35,255 (-100%)
Value—
Talos Eurisko Asset Management LP
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 34,916
Change-34,916 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 34,514
Change-34,514 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 33,300
Change-33,300 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 32,705
Change-32,705 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 32,384
Change-32,384 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 32,311
Change-32,311 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 31,734
Change-31,734 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 31,035
Change-31,035 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 30,682
Change-30,682 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 30,115
Change-30,115 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,426
Change-29,426 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 29,123
Change-29,123 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 29,040
Change-29,040 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 28,927
Change-28,927 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 28,653
Change-28,653 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 27,721
Change-27,721 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 27,492
Change-27,492 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 26,808
Change-26,808 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 26,621
Change-26,621 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 26,031
Change-26,031 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 25,001
Change-25,001 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 24,760
Change-24,760 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 24,489
Change-24,489 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 24,354
Change-24,354 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 23,637
Change-23,637 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 22,623
Change-22,623 (-100%)
Value—
Allstate Corp
N/A
Shares— from 22,501
Change-22,501 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 22,412
Change-22,412 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 22,330
Change-22,330 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 22,073
Change-22,073 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 22,051
Change-22,051 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 21,764
Change-21,764 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 21,112
Change-21,112 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 21,081
Change-21,081 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 20,722
Change-20,722 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 20,300
Change-20,300 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 20,194
Change-20,194 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 19,870
Change-19,870 (-100%)
Value—
Aragon Global Management, LP
N/A
Shares— from 19,043
Change-19,043 (-100%)
Value—
Untitled Investments LP
N/A
Shares— from 18,958
Change-18,958 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 18,001
Change-18,001 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 17,875
Change-17,875 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 17,789
Change-17,789 (-100%)
Value—
Night Squared LP
N/A
Shares— from 17,571
Change-17,571 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 17,555
Change-17,555 (-100%)
Value—
Hidden Lake Asset Management LP
N/A
Shares— from 16,877
Change-16,877 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 16,735
Change-16,735 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 16,686
Change-16,686 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 16,346
Change-16,346 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 16,029
Change-16,029 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 15,899
Change-15,899 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,553
Change-15,553 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 15,525
Change-15,525 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 15,290
Change-15,290 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 15,034
Change-15,034 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 14,893
Change-14,893 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 14,871
Change-14,871 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,459
Change-14,459 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 14,290
Change-14,290 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 14,149
Change-14,149 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,845
Change-13,845 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 13,840
Change-13,840 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 13,827
Change-13,827 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,206
Change-13,206 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 12,727
Change-12,727 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12,576
Change-12,576 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,536
Change-12,536 (-100%)
Value—
Boston Partners
N/A
Shares— from 12,476
Change-12,476 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 12,142
Change-12,142 (-100%)
Value—
Melqart Asset Management (UK) Ltd
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,059
Change-12,059 (-100%)
Value—
&partners
N/A
Shares— from 11,948
Change-11,948 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 11,690
Change-11,690 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 11,594
Change-11,594 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 11,392
Change-11,392 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,237
Change-11,237 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,139
Change-11,139 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 11,137
Change-11,137 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 11,105
Change-11,105 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 10,889
Change-10,889 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 10,760
Change-10,760 (-100%)
Value—
Saraza Management, LP
N/A
Shares— from 10,390
Change-10,390 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,367
Change-10,367 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,336
Change-10,336 (-100%)
Value—
Pelham Capital Ltd.
N/A
Shares— from 10,324
Change-10,324 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 10,311
Change-10,311 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 10,145
Change-10,145 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 10,127
Change-10,127 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 10,117
Change-10,117 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 9,735
Change-9,735 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,721
Change-9,721 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 9,544
Change-9,544 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 9,503
Change-9,503 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 9,459
Change-9,459 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,367
Change-9,367 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 9,265
Change-9,265 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 9,238
Change-9,238 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 9,224
Change-9,224 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 9,189
Change-9,189 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,174
Change-9,174 (-100%)
Value—
Potrero Capital Research LLC
N/A
Shares— from 9,117
Change-9,117 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 9,116
Change-9,116 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 8,930
Change-8,930 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 8,549
Change-8,549 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 8,256
Change-8,256 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 8,238
Change-8,238 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 8,176
Change-8,176 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 8,150
Change-8,150 (-100%)
Value—
KP Management LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,959
Change-7,959 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 7,695
Change-7,695 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 7,613
Change-7,613 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,283
Change-7,283 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,237
Change-7,237 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 7,214
Change-7,214 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 7,113
Change-7,113 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 7,004
Change-7,004 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 6,945
Change-6,945 (-100%)
Value—
Arvin Capital Management LP
N/A
Shares— from 6,928
Change-6,928 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,826
Change-6,826 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 6,825
Change-6,825 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 6,575
Change-6,575 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 6,334
Change-6,334 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 6,266
Change-6,266 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 6,242
Change-6,242 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 6,229
Change-6,229 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 6,144
Change-6,144 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,879
Change-5,879 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 5,651
Change-5,651 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 5,393
Change-5,393 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,274
Change-5,274 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 5,161
Change-5,161 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,909
Change-4,909 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,859
Change-4,859 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 4,838
Change-4,838 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 4,795
Change-4,795 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Tribune Investment Group LP
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
Fact Capital, LP
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Ossiam
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Capital International LTD
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Bank OZK
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Sunstone Asset Management, LP
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
JAT Capital Mgmt LP
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Optas, LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 967
Change-967 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 967
Change-967 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 952
Change-952 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 943
Change-943 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 914
Change-914 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 879
Change-879 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 863
Change-863 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
FCA Corp
N/A
Shares— from 850
Change-850 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 840
Change-840 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 817
Change-817 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 807
Change-807 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 793
Change-793 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 793
Change-793 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 787
Change-787 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 758
Change-758 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 750
Change-750 (-100%)
Value—
American Trust
N/A
Shares— from 745
Change-745 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 729
Change-729 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 718
Change-718 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 705
Change-705 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 705
Change-705 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
EFG International AG
N/A
Shares— from 685
Change-685 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 683
Change-683 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 671
Change-671 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 647
Change-647 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 642
Change-642 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 642
Change-642 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 633
Change-633 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 632
Change-632 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 630
Change-630 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 617
Change-617 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 602
Change-602 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 593
Change-593 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 590
Change-590 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 589
Change-589 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 575
Change-575 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 575
Change-575 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 563
Change-563 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 544
Change-544 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 543
Change-543 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 528
Change-528 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 527
Change-527 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 525
Change-525 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Betterment LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Summitry LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 492
Change-492 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 483
Change-483 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 480
Change-480 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 465
Change-465 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 458
Change-458 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 457
Change-457 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 456
Change-456 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 455
Change-455 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 453
Change-453 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 450
Change-450 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 433
Change-433 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 419
Change-419 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 417
Change-417 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 409
Change-409 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 397
Change-397 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 391
Change-391 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 388
Change-388 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 383
Change-383 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 380
Change-380 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 380
Change-380 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Quarry LP
N/A
Shares— from 375
Change-375 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 361
Change-361 (-100%)
Value—
Oasis Management Co Ltd.A
N/A
Shares— from 360
Change-360 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 324
Change-324 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 309
Change-309 (-100%)
Value—
Toews Corp
N/A
Shares— from 306
Change-306 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 306
Change-306 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 299
Change-299 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 294
Change-294 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 273
Change-273 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 271
Change-271 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 268
Change-268 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Invst, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 258
Change-258 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 251
Change-251 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 245
Change-245 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 244
Change-244 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 240
Change-240 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 239
Change-239 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 237
Change-237 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 235
Change-235 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 234
Change-234 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 232
Change-232 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 227
Change-227 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 219
Change-219 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 217
Change-217 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 217
Change-217 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 216
Change-216 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 212
Change-212 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 211
Change-211 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 208
Change-208 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 182
Change-182 (-100%)
Value—
Ares Systematic Credit Ltd
N/A
Shares— from 173
Change-173 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 135
Change-135 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 127
Change-127 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 95
Change-95 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 60
Change-60 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 45
Change-45 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 40
Change-40 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Allianz SE
N/A
Shares— from 34
Change-34 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 30
Change-30 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 29
Change-29 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 20
Change-20 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 16
Change-16 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 14
Change-14 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 12
Change-12 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 8
Change-8 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 7
Change-7 (-100%)
Value—
Motco
N/A
Shares— from 4
Change-4 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 2
Change-2 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED6,022,5885,155,435+867,153+17%$5.0B$5.5B+$577.6M2026-11-06
Aberdeen Group plc
INCREASED3,757,206202,864+3,554,342+1752%$195.8M$65.8M-$130.0M2026-11-06
Sanders Capital, LLC
INCREASED3,490,2993,487,219+3,080+0%$3.4B$3.2B-$145.9M2026-11-02
Amundi
INCREASED1,567,9961,285,101+282,895+22%$1.2B$1.4B+$206.1M2026-11-06
Exchange Traded Concepts, LLC
INCREASED1,368,7251,152,676+216,049+19%$1.1B$1.3B+$150.1M2026-10-28
Bank of New York Mellon Corp
INCREASED1,337,4671,286,208+51,259+4%$1.2B$1.2B-$7.6M2026-11-05
Deutsche Bank Ag\
DECREASED1,079,3131,591,694-512,381-32%$1.5B$995.5M-$540.5M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,031,307942,529+88,778+9%$909.6M$951.1M+$41.5M2026-11-04
Swedbank AB
INCREASED904,984822,103+82,881+10%$793.3M$834.7M+$41.4M2026-10-27
Russell Investments Group, Ltd.
INCREASED748,798687,394+61,404+9%$663.5M$690.3M+$26.8M2026-11-06
Barclays PLC
INCREASED680,215568,334+111,881+20%$548.4M$627.4M+$78.9M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED614,317569,718+44,599+8%$549.8M$566.6M+$16.8M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED545,689556,378-10,689-2%$536.9M$503.3M-$33.6M2026-10-29
Citigroup Inc
INCREASED479,879457,832+22,047+5%$441.8M$442.6M+$803.7K2026-11-04
MacKenzie Financial Corp
INCREASED372,339249,469+122,870+49%$240.7M$343.4M+$102.7M2026-11-02
WT Asset Management Ltd
DECREASED355,094564,716-209,622-37%$545.0M$327.5M-$217.4M2026-10-28
DekaBank Deutsche Girozentrale
INCREASED285,51337,100+248,413+670%$13.9K$261.4K+$247.6K2026-10-27
William Blair Investment Management, LLC
INCREASED276,990190,847+86,143+45%$184.2M$255.5M+$71.3M2026-11-06
LPL Financial LLC
INCREASED272,390252,892+19,498+8%$244.0M$251.2M+$7.2M2026-11-06
ProShare Advisors LLC
INCREASED265,185255,231+9,954+4%$246.3M$244.6M-$1.7M2026-10-29
Principal Financial Group Inc
DECREASED231,416249,488-18,072-7%$240.8M$213.4M-$27.3M2026-11-02
Pictet Asset Management Holding SA
INCREASED203,667139,137+64,530+46%$134.3M$187.8M+$53.6M2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED198,911201,481-2,570-1%$194.4M$183.5M-$11.0M2026-11-03
M&G Plc
INCREASED193,721139,501+54,220+39%$134.6M$178.6M+$44.0M2026-11-04
Neos Investment Management LLC
INCREASED192,667166,382+26,285+16%$160.6M$177.7M+$17.1M2026-11-04
New York State Teachers Retirement System
DECREASED171,472172,774-1,302-1%$166.7K$158.2K-$8.6K2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED170,689122,140+48,549+40%$111.8M$161.4M+$49.6M2026-11-04
PFA Pension, Forsikringsaktieselskab
DECREASED150,318153,812-3,494-2%$148.4M$138.6M-$9.8M2026-11-06
CIBC Asset Management Inc
INCREASED129,139115,174+13,965+12%$111.1M$119.1M+$8.0M2026-11-05
Virginia Retirement Systems ET Al
DECREASED111,699122,179-10,480-9%$117.9M$103.0M-$14.9M2026-10-28
Artemis Investment Management LLP
DECREASED109,550112,419-2,869-3%$108.5M$101.0M-$7.4M2026-10-08
Asset Management One Co., Ltd.
INCREASED99,13198,311+820+1%$94.9M$91.4M-$3.4M2026-10-27
Robeco Institutional Asset Management B.V.
INCREASED90,71580,692+10,023+12%$77.9M$83.7M+$5.8M2026-10-20
Jefferies Financial Group Inc.
INCREASED89,07560,306+28,769+48%$58.2M$82.2M+$24.0M2026-11-05
Calamos Advisors LLC
INCREASED87,62527,448+60,177+219%$26.5M$80.8M+$54.3M2026-11-02
GF Fund Management Co. Ltd.
DECREASED87,004121,597-34,593-28%$117.3M$80.2M-$37.1M2026-10-26
Chicago Capital, LLC
INCREASED84,06364,308+19,755+31%$62.1M$77.5M+$15.5M2026-10-13
Creative Planning
INCREASED81,63974,365+7,274+10%$71.8M$75.3M+$3.5M2026-11-02
Wedge Capital Management L L P
INCREASED79,38677,655+1,731+2%$74.9M$73.2M-$1.7M2026-10-13
Swiss Life Asset Management Ltd
DECREASED76,13498,365-22,231-23%$94.9M$70.2M-$24.7M2026-11-03
Daiwa Securities Group Inc.
INCREASED75,95766,237+9,720+15%$63.9M$70.1M+$6.1M2026-10-29
SEB Asset Management AB
INCREASED75,04969,799+5,250+8%$67.4M$69.2M+$1.9M2026-11-04
Eastern Bank
INCREASED73,81269,932+3,880+6%$67.5M$68.1M+$595.4K2026-10-05
KBC Group NV
DECREASED73,216155,454-82,238-53%$150.0K$67.5K-$82.5K2026-10-22
State of New Jersey Common Pension Fund D
INCREASED71,22070,708+512+1%$68.2M$65.7M-$2.5M2026-11-05
Braun Stacey Associates Inc
NEW68,316—+68,316——$63.0M—2026-10-19
iA Global Asset Management Inc.
INCREASED65,72561,277+4,448+7%$59.1K$60.6K+$1.5K2026-10-29
Czech National Bank
INCREASED65,12163,824+1,297+2%$61.6M$60.1M-$1.5M2026-10-13
Mn Services Vermogensbeheer B.V.
INCREASED64,80063,700+1,100+2%$61.5K$59.8K-$1.7K2026-10-08
PNC Financial Services Group, Inc.
INCREASED63,16262,858+304+0%$60.7M$58.3M-$2.4M2026-11-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED63,01965,428-2,409-4%$63.1M$58.1M-$5.0M2026-10-15
Arizona State Retirement System
INCREASED62,04760,609+1,438+2%$58.5M$57.2M-$1.3M2026-11-03
Nisa Investment Advisors, LLC
DECREASED60,79060,819-290%$58.7M$56.1M-$2.6M2026-10-20
Eurizon Capital SGR S.p.A.
INCREASED60,38556,181+4,204+7%$54.2M$55.7M+$1.4M2026-11-06
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED59,14835,240+23,908+68%$34.0M$54.6M+$20.5M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED58,17054,926+3,244+6%$53.0M$53.7M+$648.9K2026-10-20
State of Michigan Retirement System
DECREASED56,90557,405-500-1%$55.4M$52.5M-$2.9M2026-10-27
TD Waterhouse Canada Inc.
DECREASED56,21365,693-9,480-14%$60.1M$53.2M-$6.9M2026-10-16
Valley Wealth Managers, Inc.
DECREASED56,00757,623-1,616-3%$55.6M$51.7M-$3.9M2026-10-09
IFM Investors Pty Ltd
INCREASED52,59750,339+2,258+4%$48.6M$48.5M-$64.8K2026-10-14
Commonwealth Equity Services, LLC
DECREASED52,08767,741-15,654-23%$65.4M$48.0M-$17.3M2026-11-02
Hosking Partners LLP
DECREASED51,66253,855-2,193-4%$52.0M$47.6M-$4.3M2026-10-21
Aufman Associates Inc
DECREASED50,59050,612-220%$48.8M$46.7M-$2.2M2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED50,07449,526+548+1%$47.8M$46.2M-$1.6M2026-11-03
Achmea Investment Management B.V.
DECREASED49,90450,584-680-1%$48.8K$46.1M+$46.0M2026-10-30
Retirement Systems of Alabama
INCREASED47,53047,104+426+1%$45.5M$43.8M-$1.6M2026-11-04
Lido Advisors, LLC
INCREASED45,58936,974+8,615+23%$35.7M$42.0M+$6.3M2026-11-04
Unicom Systems, Inc.
UNCHANGED43,50043,50000%$42.0M$40.1M-$1.9M2026-10-13
LBP AM SA
DECREASED42,26667,319-25,053-37%$65.0M$39.0M-$26.0M2026-11-06
Generali Asset Management SPA SGR
DECREASED41,28641,795-509-1%$40.3M$38.1M-$2.3M2026-10-26
Keybank National Association
DECREASED40,26944,012-3,743-8%$42.5M$37.1M-$5.3M2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
DECREASED38,33038,753-423-1%$37.4K$35.4K-$2.0K2026-10-26
Assetmark, Inc
INCREASED38,31915,403+22,916+149%$14.9M$35.3M+$20.5M2026-10-21
Kwmg, LLC
DECREASED38,21043,371-5,161-12%$41.9M$35.2M-$6.6M2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED35,62835,538+90+0%$34.3K$32.9K-$1.4K2026-11-02
Truist Financial Corp
DECREASED34,78236,071-1,289-4%$34.8M$32.1M-$2.7M2026-10-30
US Bancorp \de\
DECREASED33,63035,553-1,923-5%$34.3M$31.0M-$3.3M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED33,37631,530+1,846+6%$27.4M$24.6M-$2.7M2026-10-13
Gateway Investment Advisers LLC
INCREASED33,07727,093+5,984+22%$26.1M$30.5M+$4.4M2026-10-13
ARS Investment Partners, LLC
DECREASED32,43532,635-200-1%$31.5M$29.9M-$1.6M2026-11-05
Zweig-DiMenna Associates LLC
INCREASED31,31017,844+13,466+75%$17.2M$28.9M+$11.7M2026-11-06
Hanson & Doremus Investment Management
DECREASED29,88531,488-1,603-5%$30.4K$27.6K-$2.8K2026-10-16
Old Port Advisors
DECREASED29,64630,342-696-2%$29.3M$27.3M-$1.9M2026-10-23
ASR Vermogensbeheer N.V.
DECREASED29,20629,647-441-1%$28.6M$26.9M-$1.7M2026-10-16
ABN Amro Investment Solutions
INCREASED29,05121,263+7,788+37%$20.5M$26.8M+$6.3M2026-10-21
Xponance LLC
INCREASED28,93525,464+3,471+14%$24.6M$26.7M+$2.1M2026-11-03
Aegon Asset Management UK PLC
INCREASED28,9033,624+25,279+698%$3.5M$26.7M+$23.2M2026-11-04
J. Safra Sarasin Holding AG
INCREASED28,8555,716+23,139+405%$3.4M$25.8M+$22.4M2026-10-26
Allworth Financial LP
INCREASED28,76928,011+758+3%$27.0M$27.8M+$731.5K2026-11-06
Amalgamated Bank
DECREASED27,94528,511-566-2%$27.5K$25.8K-$1.7K2026-10-23
Oregon Public Employees Retirement Fund
INCREASED27,90127,553+348+1%$26.6M$25.7M-$854.4K2026-10-30
Chapin Davis, Inc.
DECREASED25,59326,495-902-3%$25.6M$23.6M-$2.0M2026-10-09
Louisiana State Employees Retirement System
DECREASED25,40025,900-500-2%$25.0M$23.4M-$1.6M2026-10-20
Y-Intercept (Hong Kong) Ltd
INCREASED24,98510,225+14,760+144%$9.9M$23.0M+$13.2M2026-10-16
Illinois Municipal Retirement Fund
INCREASED24,93519,605+5,330+27%$18.9M$23.0M+$4.1M2026-11-05
Cullen T Bankers, Inc.
INCREASED24,902118+24,784+21003%$113.9K$23.0M+$22.9M2026-10-28
Ritholtz Wealth Management
DECREASED24,80727,787-2,980-11%$26.8M$22.9M-$3.9M2026-11-05
Indivisible Partners
DECREASED22,29243,306-21,014-49%$41.8M$20.6M-$21.2M2026-10-26
Zevenbergen Capital Investments LLC
UNCHANGED22,10022,10000%$21.3M$20.4M-$942.8K2026-10-08
State of Alaska, Department of Revenue
DECREASED21,46921,971-502-2%$21.2K$19.8K-$1.4K2026-10-15
Portman Square Capital LLP
DECREASED21,08625,167-4,081-16%$24.3M$19.4M-$4.8M2026-10-15
Fifth Third Bancorp
DECREASED20,97825,854-4,876-19%$24.9M$19.3M-$5.6M2026-11-05
Gunderson Capital Management LLC
INCREASED20,97112,518+8,453+68%$12.1M$19.3M+$7.3M2026-10-15
Mutual of America Capital Management LLC
INCREASED20,91720,899+18+0%$20.2M$19.3M-$874.9K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED20,63713,030+7,607+58%$12.6M$19.0M+$6.5M2026-10-16
Cornerstone Advisors, LLC
UNCHANGED20,62220,62200%$19.9M$19.0M-$879.7K2026-11-06
Yousif Capital Management, LLC
DECREASED20,46120,559-980%$19.8M$18.9M-$967.4K2026-10-22
Thrivent Financial for Lutherans
INCREASED19,69015,842+3,848+24%$15.3K$18.2K+$2.9K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED18,86421,047-2,183-10%$20.3M$17.4M-$2.9M2026-10-20
Ethic Inc.
DECREASED18,78119,485-704-4%$18.8M$17.3M-$1.5M2026-11-03
Factory Mutual Insurance Co
NEW18,650—+18,650——$17.2M—2026-10-30
Bell Bank
INCREASED18,03817,792+246+1%$17.2M$16.6M-$532.1K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED18,01018,683-673-4%$18.0M$16.6M-$1.4M2026-11-06
Kestra Advisory Services, LLC
INCREASED17,67915,397+2,282+15%$14.9M$16.3M+$1.4M2026-11-02
Farther Finance Advisors, LLC
INCREASED17,44515,286+2,159+14%$14.8M$16.1M+$1.3M2026-10-08
Profund Advisors LLC
DECREASED17,39018,691-1,301-7%$18.0M$16.0M-$2.0M2026-10-29
Gulf International Bank (UK) Ltd
UNCHANGED17,18117,18100%$16.6K$15.8K-$7332026-10-20
Aware Super Pty Ltd as trustee of Aware Super
INCREASED16,99016,630+360+2%$16.0M$15.7M-$377.4K2026-10-30
SeaBridge Investment Advisors LLC
DECREASED16,82116,891-700%$16.3M$15.5M-$785.1K2026-11-02
Fideuram Asset Management (Ireland) dac
DECREASED16,71162,014-45,303-73%$45.3M$14.7M-$30.6M2026-10-29
Savant Capital, LLC
INCREASED16,48610,332+6,154+60%$7.1M$15.2M+$8.1M2026-11-06
Integrity Alliance, Llc.
INCREASED15,88215,181+701+5%$14.6M$14.6M-$1.1K2026-10-29
Calamos Wealth Management LLC
INCREASED15,84915,334+515+3%$14.8M$14.6M-$179.1K2026-11-02
Alta Advisers Ltd
INCREASED15,66812,166+3,502+29%$11.7M$14.5M+$2.7M2026-11-02
Avanza Fonder AB
INCREASED15,57214,490+1,082+7%$14.0M$14.4M+$379.8K2026-10-13
Clearstead Trust, LLC
DECREASED15,43015,808-378-2%$15.3M$14.2M-$1.0M2026-11-06
Loftus Peak Pty Ltd
INCREASED15,09614,789+307+2%$14.3M$13.9M-$347.7K2026-10-15
Vontobel Holding Ltd.
INCREASED14,74312,025+2,718+23%$11.6M$13.6M+$2.0M2026-10-16
Brighton Jones LLC
DECREASED14,04814,170-122-1%$13.7M$13.0M-$717.0K2026-11-03
Apollon Wealth Management, LLC
DECREASED13,94714,166-219-2%$13.7M$12.9M-$806.4K2026-10-23
Spire Wealth Management
INCREASED13,74411,509+2,235+19%$11.1M$12.7M+$1.6M2026-10-30
Oppenheimer & Co Inc
INCREASED13,56612,309+1,257+10%$11.9M$12.5M+$634.3K2026-10-26
United Capital Management of KS, Inc.
INCREASED13,39012,970+420+3%$12.5M$12.4M-$166.0K2026-11-04
Fulton Breakefield Broenniman LLC
INCREASED12,9051,052+11,853+1127%$1.0M$11.9M+$10.9M2026-11-03
NewSquare Capital LLC
INCREASED12,76712,019+748+6%$11.6M$11.8M+$177.2K2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
DECREASED12,21612,240-240%$11.8M$11.3M-$562.4K2026-10-29
Inlet Private Wealth, LLC
UNCHANGED11,72211,72200%$11.3M$10.8M-$500.1K2026-10-21
Park Avenue Securities LLC
DECREASED11,68111,861-180-2%$11.4K$10.8K-$6722026-10-26
Range Financial Group LLC
INCREASED11,07010,492+578+6%$10.1M$10.2M+$85.6K2026-10-21
Merit Financial Group, LLC
INCREASED11,03810,816+222+2%$10.4M$10.2M-$255.5K2026-11-06
China Universal Asset Management Co., Ltd.
INCREASED11,0376,752+4,285+63%$6.5M$10.1M+$3.6M2026-10-28
Prevail Innovative Wealth Advisors, LLC
INCREASED10,872211+10,661+5053%$203.6K$8.8M+$8.6M2026-10-20
New Mexico Educational Retirement Board
UNCHANGED10,85010,85000%$10.5K$10.0K-$4632026-11-05
Aull & Monroe Investment Management Corp
DECREASED10,81910,969-150-1%$10.6M$10.0M-$606.3K2026-10-16
Naples Global Advisors, LLC
DECREASED10,56610,600-340%$10.2M$9.8M-$483.6K2026-11-05
Keystone Wealth Services, LLC
DECREASED10,50211,172-670-6%$10.8M$9.6M-$1.2M2026-11-03
Independent Financial Group, LLC
DECREASED10,24110,783-542-5%$10.4M$9.4M-$959.8K2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED10,07810,135-57-1%$9.8M$9.3M-$520.6K2026-10-13
Atria Investments, Inc
INCREASED10,0438,837+1,206+14%$8.5M$9.3M+$736.1K2026-10-15
Great Lakes Retirement, Inc.
DECREASED10,01510,358-343-3%$10.0M$9.2M-$750.6K2026-10-26
HB Wealth Management, LLC
INCREASED9,9967,842+2,154+27%$7.6M$9.2M+$1.7M2026-10-23
Insight Wealth Strategies, LLC
INCREASED9,9379,799+138+1%$9.0M$9.2M+$196.8K2026-10-09
CenterBook Partners LP
NEW9,803—+9,803——$9.0M—2026-11-02
Compagnie Lombard Odier SCmA
NEW9,796—+9,796——$9.0M—2026-11-04
Leisure Capital Management
DECREASED9,66712,772-3,105-24%$12.3M$8.9M-$3.4M2026-11-03
Dedeker Financial LLC
UNCHANGED9,6239,62300%$9.3M$8.9M-$410.9K2026-10-23
Quadrant Capital Group LLC
DECREASED9,3819,429-48-1%$9.1M$7.0M-$2.1M2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED9,3047,887+1,417+18%$7.6M$8.6M+$970.5K2026-11-03
Vise Technologies, Inc.
INCREASED9,0697,924+1,145+14%$7.6M$8.4M+$718.1K2026-10-29
Kimelman & Baird, LLC
UNCHANGED9,0259,02500%$8.7M$8.3M-$385.0K2026-11-03
Procyon Advisors, LLC
INCREASED8,9737,231+1,742+24%$7.0M$8.3M+$1.3M2026-10-21
Brookstone Capital Management
DECREASED8,91517,150-8,235-48%$16.6M$8.2M-$8.3M2026-10-22
Stablepoint Partners, LLC
DECREASED8,80710,123-1,316-13%$9.8M$8.1M-$1.6M2026-11-03
Equitable Trust Co
DECREASED8,78811,267-2,479-22%$10.9M$8.1M-$2.8M2026-10-13
Crossmark Global Holdings, Inc.
DECREASED8,7109,009-299-3%$8.7M$8.0M-$660.1K2026-10-21
Stanley-Laman Group, Ltd.
DECREASED8,7098,763-54-1%$8.5M$8.0M-$423.6K2026-10-20
RFG Advisory, LLC
INCREASED8,6918,414+277+3%$8.1M$8.0M-$103.2K2026-11-03
Tokio Marine Asset Management Co LTD
INCREASED8,6458,487+158+2%$8.2M$8.0M-$216.3K2026-10-26
Genus Capital Management Inc.
DECREASED8,55115,228-6,677-44%$14.7M$7.9M-$6.8M2026-11-04
Smith Shellnut Wilson LLC
DECREASED8,4148,441-270%$8.1M$7.8M-$385.0K2026-10-21
Paragon Private Wealth Management, LLC
INCREASED8,2567,668+588+8%$7.4M$7.6M+$215.5K2026-10-20
Community Bank & Trust, Waco, Texas
DECREASED8,2249,456-1,232-13%$9.1K$7.6K-$1.5K2026-10-19
Catherine Avery Investment Management LLC
DECREASED8,14011,595-3,455-30%$11.2M$7.5M-$3.7M2026-10-14
Westco Advisory Services Inc
INCREASED7,9787,950+28+0%$7.7M$7.4M-$313.3K2026-10-14
Mitchell & Pahl Private Wealth, LLC
DECREASED7,7237,782-59-1%$7.5M$7.1M-$386.4K2026-10-14
Ascent Group, LLC
INCREASED7,5297,394+135+2%$7.1M$6.9M-$190.9K2026-10-30
Oppenheimer Asset Management Inc.
INCREASED7,5211,740+5,781+332%$1.7M$6.9M+$5.3M2026-10-27
UMB Bank, n.a.
INCREASED7,4761,928+5,548+288%$1.9M$6.9M+$5.0M2026-11-06
Raiffeisen Bank International AG
INCREASED7,4735,702+1,771+31%$5.5M$6.8M+$1.3M2026-10-28
Prospera Financial Services Inc
DECREASED7,46222,041-14,579-66%$21.3M$4.8M-$16.5M2026-11-04
Assenagon Asset Management S.A.
INCREASED7,4297,321+108+1%$7.1M$6.9M-$212.7K2026-10-15
Kingsman Wealth Management, Inc.
INCREASED7,4146,812+602+9%$6.6M$6.8M+$264.7K2026-10-13
Mather Group, Llc.
DECREASED7,3679,106-1,739-19%$8.8M$6.8M-$2.0M2026-10-14
Choreo, LLC
DECREASED7,3418,550-1,209-14%$8.3M$6.8M-$1.5M2026-10-28
AlphaCore Capital LLC
INCREASED7,2957,235+60+1%$7.0M$6.7M-$253.3K2026-11-04
Citizens Financial Group Inc
INCREASED7,0736,391+682+11%$6.2M$6.5M+$357.0K2026-10-23
Radnor Capital Management, LLC
UNCHANGED7,0007,00000%$6.8M$6.5M-$298.6K2026-10-23
Gamma Investing LLC
INCREASED6,9886,613+375+6%$6.4M$6.4M+$63.8K2026-10-08
American State Bank (Iowa)
DECREASED6,9057,000-95-1%$6.8M$6.4M-$386.2K2026-11-03
Fisher Asset Management, LLC
INCREASED6,8731,214+5,659+466%$1.2M$6.3M+$5.2M2026-11-06
Americana Partners, LLC
INCREASED6,8512,256+4,595+204%$2.2M$6.3M+$4.1M2026-10-28
Overbrook Management Corp
NEW6,823—+6,823——$6.3M—2026-10-08
Occidental Asset Management, LLC
INCREASED6,719661+6,058+916%$637.9K$6.2M+$5.6M2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED6,70410,820-4,116-38%$10.4M$6.2M-$4.3M2026-11-05
Globalt Investments LLC / GA
DECREASED6,6886,936-248-4%$6.7M$6.2M-$524.6K2026-10-27
Greenleaf Trust
DECREASED6,6576,875-218-3%$6.6M$6.1M-$494.4K2026-10-29
Atlatl Advisers LLC
DECREASED6,6357,951-1,316-17%$7.7M$6.1M-$1.6M2026-10-22
Kintegral Advisory, LLC
INCREASED6,6186,581+37+1%$6.4M$6.1M-$246.6K2026-10-16
Aviso Wealth Management
DECREASED6,5956,751-156-2%$6.5M$6.1M-$431.9K2026-11-04
Raab & Moskowitz Asset Management LLC
DECREASED6,5036,531-280%$6.3M$6.0M-$304.4K2026-11-02
Virtue Capital Management, LLC
DECREASED6,4696,618-149-2%$6.4M$6.0M-$419.7K2026-10-29
OpenArc Corporate Advisory, LLC
DECREASED6,3877,111-724-10%$6.9M$5.9M-$971.2K2026-10-21
Praxis Investment Management Inc
DECREASED6,3836,691-308-5%$6.5K$5.9K-$5702026-11-03
Romano Brothers and Company
DECREASED6,3587,758-1,400-18%$7.5M$5.9M-$1.6M2026-10-22
VMS Asset Management Limited
DECREASED6,25117,871-11,620-65%$17.2M$5.8M-$11.5M2026-10-15
Mezzasalma Advisors, LLC
INCREASED6,1985,925+273+5%$5.7M$5.7M-$9622026-10-14
Plato Investment Management Ltd
INCREASED6,1775,807+370+6%$5.6M$5.7M+$148.4K2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED6,0736,196-123-2%$6.0M$5.6M-$377.8K2026-10-28
Howard Capital Management, LLC
DECREASED6,0556,062-70%$5.8M$5.6M-$265.1K2026-10-16
Clearstead Advisors, LLC
DECREASED6,0136,627-614-9%$6.4M$5.5M-$852.3K2026-11-06
Adell Harriman & Carpenter Inc
INCREASED6,0093,124+2,885+92%$3.0M$5.5M+$2.5M2026-11-02
Community Financial Services Group, LLC
INCREASED5,92451+5,873+11516%$46.7K$5.6M+$5.6M2026-10-15
Greenup Street Wealth Management LLC
DECREASED5,9186,055-137-2%$5.8M$5.5M-$385.4K2026-10-28
Securian Asset Management, Inc
DECREASED5,8525,958-106-2%$4.7M$5.4M+$704.7K2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED5,7657,948-2,183-27%$7.7M$5.3M-$2.4M2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED5,7315,983-252-4%$5.8M$5.3M-$487.6K2026-10-23
Evergreen Capital Management LLC
INCREASED5,7135,655+58+1%$5.5M$5.3M-$187.6K2026-10-23
GKV Capital Management Co., Inc.
INCREASED5,6555,577+78+1%$5.4M$5.2M-$166.0K2026-11-06
Temasek Holdings (Private) Ltd
DECREASED5,60022,443-16,843-75%$21.7M$5.2M-$16.5M2026-10-28
Burney Co/
DECREASED5,5895,850-261-4%$5.6M$5.2M-$490.3K2026-10-15
Mission Wealth Management, LP
DECREASED5,5497,355-1,806-25%$7.1M$5.1M-$2.0M2026-10-15
Parkway Wealth Management Group, LLC
DECREASED5,3109,038-3,728-41%$8.7M$4.9M-$3.8M2026-10-20
Sara-Bay Financial
DECREASED5,1055,374-269-5%$5.2M$4.7M-$477.5K2026-10-21
Axxion S.A.
NEW5,085—+5,085——$4.7M—2026-10-22
Hilltop National Bank
DECREASED5,0846,086-1,002-16%$5.9M$4.7M-$1.2M2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED5,0585,009+49+1%$4.8M$4.7M-$169.2K2026-10-08
Apeiron Capital Ltd
UNCHANGED5,0005,00000%$4.8M$4.8M-$3.9K2026-11-04
Krilogy Financial LLC
INCREASED4,9134,605+308+7%$4.4M$3.7M-$743.1K2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED4,9004,90000%$4.7M$4.5M-$209.0K2026-10-22
D.A. Davidson & Co.
INCREASED4,8914,603+288+6%$4.4M$4.5M+$69.4K2026-10-28
Wedbush Securities Inc
DECREASED4,8475,280-433-8%$5.1K$4.5K-$6252026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED4,8225,088-266-5%$4.9M$4.4M-$462.8K2026-11-03
Level Four Advisory Services, LLC
DECREASED4,7935,234-441-8%$5.1M$4.4M-$630.1K2026-11-06
Signaturefd, LLC
INCREASED4,7304,616+114+2%$4.5M$4.4M-$91.1K2026-10-23
SBI Securities Co., Ltd.
DECREASED4,7035,438-735-14%$5.2M$4.3M-$909.9K2026-10-22
Parallel Advisors, LLC
DECREASED4,7014,723-220%$4.6M$4.3M-$222.4K2026-11-03
Green Alpha Advisors, LLC
DECREASED4,6965,677-981-17%$5.5M$4.3M-$1.1M2026-10-08
Cornerstone Wealth Group, LLC
INCREASED4,6243,676+948+26%$3.5M$4.3M+$717.4K2026-11-02
Franchise GP Ltd
DECREASED4,5605,030-470-9%$4.9M$4.2M-$648.1K2026-10-16
Cerro Pacific Wealth Advisors LLC
DECREASED4,5476,896-2,349-34%$6.7M$4.2M-$2.5M2026-10-22
Personal CFO Solutions, LLC
DECREASED4,5095,097-588-12%$4.9M$4.2M-$760.0K2026-11-06
First American Bank
INCREASED4,4854,089+396+10%$3.9M$4.1M+$190.8K2026-10-27
Moors & Cabot, Inc.
DECREASED4,3574,467-110-2%$4.3M$4.0M-$292.0K2026-11-06
MSH Capital Advisors LLC
DECREASED4,3104,499-189-4%$4.3M$4.0M-$366.2K2026-11-03
Mindset Wealth Management, LLC
DECREASED4,3065,066-760-15%$4.9M$4.0M-$917.1K2026-10-19
CoreCap Advisors, LLC
DECREASED4,2987,230-2,932-41%$7.0M$4.0M-$3.0M2026-10-08
Diversify Advisory Services, LLC
INCREASED4,2481,802+2,446+136%$1.5M$2.9M+$1.5M2026-10-20
Diversify Wealth Management, LLC
INCREASED4,2481,802+2,446+136%$1.5M$2.9M+$1.5M2026-10-20
Affinity Capital Advisors, LLC
DECREASED4,2134,304-91-2%$3.7M$3.3M-$438.2K2026-10-13
Glenview Trust Co
DECREASED4,1844,317-133-3%$4.2M$3.9M-$306.8K2026-10-28
Left Brain Wealth Management, LLC
DECREASED4,1555,343-1,188-22%$5.2M$3.8M-$1.3M2026-10-28
Nfsg Corp
INCREASED4,0907+4,083+58329%$6.8K$3.8M+$3.8M2026-10-15
TD Private Client Wealth LLC
DECREASED4,0804,215-135-3%$4.1M$3.8M-$304.3K2026-10-28
V-Square Quantitative Management LLC
INCREASED4,0693,900+169+4%$3.8M$3.8M-$10.5K2026-10-15
J.Safra Asset Management Corp
INCREASED4,0652,881+1,184+41%$2.8M$3.7M+$969.1K2026-11-03
CenterStar Asset Management, LLC
NEW3,990—+3,990——$3.7M—2026-10-09
Heritage Investors Management Corp
DECREASED3,9653,969-40%$3.8K$3.7K-$1732026-10-29
Azzad Asset Management Inc
DECREASED3,9203,928-80%$3.8M$3.6M-$175.3K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED3,8517,357-3,506-48%$7.1M$3.6M-$3.5M2026-11-05
HUB Investment Partners, LLC
INCREASED3,8222,667+1,155+43%$2.6M$3.5M+$951.5K2026-11-03
Salvus Wealth Management, LLC
INCREASED3,7803,615+165+5%$3.5M$3.5M-$2.0K2026-10-13
Icici Prudential Asset Management Co Ltd
NEW3,698—+3,698——$3.4M—2026-11-06
EPG Wealth Management LLC
INCREASED3,6923,648+44+1%$3.5M$3.4M-$114.8K2026-11-03
Bailard, Inc.
INCREASED3,6813,616+65+2%$3.5M$3.4M-$93.4K2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED3,6687,663-3,995-52%$7.4M$3.4M-$4.0M2026-10-16
Arvest Investments, Inc.
INCREASED3,6363,258+378+12%$3.1M$3.4M+$209.7K2026-10-21
Forza Wealth Management, LLC
UNCHANGED3,6003,60000%$3.5M$3.3M-$153.6K2026-10-20
Kathmere Capital Management, LLC
DECREASED3,5374,355-818-19%$4.2M$3.3M-$940.3K2026-10-20
Davenport & Co LLC
INCREASED3,4923,291+201+6%$3.2M$3.2M+$45.0K2026-10-14
Mengis Capital Management, Inc.
DECREASED3,4803,960-480-12%$3.8M$3.2M-$611.7K2026-10-13
Chicago Partners Investment Group LLC
DECREASED3,4714,160-689-17%$3.8M$2.2M-$1.6M2026-10-27
Perpetual Ltd
DECREASED3,4693,766-297-8%$3.6M$3.2M-$434.6K2026-10-13
Baker Avenue Asset Management, LP
INCREASED3,4461,290+2,156+167%$1.2M$3.2M+$1.9M2026-11-06
Triasima Portfolio Management inc.
NEW3,411—+3,411——$3.1M—2026-10-15
AdvisorNet Financial, Inc
INCREASED3,3192,153+1,166+54%$2.1M$2.4M+$290.6K2026-10-15
LVW Advisors, LLC
DECREASED3,3184,028-710-18%$3.9M$3.1M-$826.7K2026-10-19
Westside Investment Management, Inc.
INCREASED3,3003,230+70+2%$3.1M$3.0M-$83.1K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED3,2483,411-163-5%$3.3M$3.0M-$296.1K2026-10-30
Bdf-Gestion
DECREASED3,2223,631-409-11%$2.6M$3.0M+$416.0K2026-10-19
CWA Asset Management Group, LLC
DECREASED3,1833,193-100%$3.1M$2.9M-$145.5K2026-10-19
SeaCrest Wealth Management, LLC
INCREASED3,1432,948+195+7%$2.8M$2.9M+$54.3K2026-10-21
Accurate Wealth Management, LLC
INCREASED3,1322,390+742+31%$2.2M$2.3M+$164.2K2026-10-20
Triglav Investments, D.O.O.
DECREASED3,0363,050-140%$2.9M$2.8M-$143.0K2026-11-06
Katamaran Capital LLP
DECREASED3,0144,802-1,788-37%$4.6M$2.8M-$1.9M2026-10-27
Zullo Investment Group, Inc.
INCREASED3,0012,996+5+0%$2.9M$2.8M-$123.2K2026-10-20
Artemis Wealth Advisors, LLC
NEW3,000—+3,000——$2.8M—2026-11-05
Zega Investments, LLC
NEW2,982—+2,982——$2.8M—2026-11-04
Diversified Trust Co
NEW2,981—+2,981——$2.7M—2026-11-06
Legacy Bridge, LLC
UNCHANGED2,9522,95200%$2.8M$2.7M-$125.9K2026-10-28
Deseret Mutual Benefit Administrators
DECREASED2,9403,280-340-10%$3.2M$2.7M-$453.5K2026-11-04
Crestwood Advisors Group, LLC
INCREASED2,9352,786+149+5%$2.7M$2.7M+$18.6K2026-10-27
JLB & Associates Inc
UNCHANGED2,8702,87000%$2.8M$2.8M$02026-10-27
Park Capital Management, LLC / WI
DECREASED2,8653,013-148-5%$2.9M$2.6M-$264.9K2026-10-13
Valley National Advisers Inc
INCREASED2,861201+2,660+1323%$194.0K$2.6M+$2.4M2026-10-23
Sagespring Wealth Partners, LLC
INCREASED2,8592,797+62+2%$2.7M$2.6M-$61.4K2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED2,8582,841+17+1%$2.7M$2.6M-$105.5K2026-10-22
Kepler Cheuvreux (Suisse) SA
DECREASED2,8533,490-637-18%$3.4M$2.6M-$736.4K2026-10-20
Tennessee Valley Asset Management Partners
UNCHANGED2,8352,83500%$2.7M$2.6M-$120.9K2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED2,8144,444-1,630-37%$4.3M$2.6M-$1.7M2026-10-29
Nilsine Partners, LLC
INCREASED2,798422+2,376+563%$407.2K$2.6M+$2.2M2026-11-02
Elevated Private Wealth, LLC
DECREASED2,7803,229-449-14%$3.1M$2.6M-$551.9K2026-10-15
SVB Wealth LLC
DECREASED2,7652,953-188-6%$2.8M$2.6M-$299.3K2026-11-06
Compound Planning, Inc.
INCREASED2,7592,566+193+8%$2.5M$2.5M+$68.0K2026-11-05
Knights of Columbus Asset Advisors LLC
INCREASED2,756537+2,219+413%$518.2K$2.5M+$2.0M2026-11-05
SteelPeak Wealth, LLC
INCREASED2,7352,390+345+14%$2.3M$2.5M+$216.6K2026-10-16
Stone Wealth Partners
INCREASED2,7102,300+410+18%$2.2M$2.5M+$268.0K2026-11-05
Legacy Wealth Asset Management, LLC
INCREASED2,6931,785+908+51%$1.7M$2.5M+$761.3K2026-10-09
Stiles Financial Services Inc
DECREASED2,6572,665-80%$2.6M$2.5M-$121.2K2026-10-30
Colonial River Investments, LLC
INCREASED2,6421,211+1,431+118%$1.2M$2.4M+$1.3M2026-10-19
Lodestar Private Asset Management LLC
DECREASED2,6152,640-25-1%$2.5M$2.4M-$135.7K2026-10-26
Angeles Wealth Management, LLC
DECREASED2,6042,692-88-3%$2.6M$2.4M-$196.1K2026-10-26
International Assets Investment Management, LLC
INCREASED2,5931,662+931+56%$1.5M$2.5M+$929.4K2026-11-02
Bosman Wealth Management, LLC
DECREASED2,5902,650-60-2%$2.6M$2.4M-$168.4K2026-10-28
Regions Financial Corp
INCREASED2,547741+1,806+244%$715.1K$2.3M+$1.6M2026-11-05
Moody National Bank Trust Division
INCREASED2,5342,527+7+0%$2.4M$2.3M-$101.3K2026-10-06
Sigma Planning Corp
DECREASED2,5322,815-283-10%$2.7M$2.3M-$402.2K2026-10-23
Beacon Bank & Trust
DECREASED2,5193,188-669-21%$3.1M$2.3M-$753.0K2026-10-27
Frank, Rimerman Advisors LLC
INCREASED2,5082,391+117+5%$2.3M$2.3M+$5.9K2026-10-16
Beacon Investment Advisory Services, Inc.
DECREASED2,4943,827-1,333-35%$3.7M$2.3M-$1.4M2026-10-13
Perigon Wealth Management, LLC
INCREASED2,4931,795+698+39%$1.7M$2.3M+$567.2K2026-10-22
Wedgewood Investors Inc
DECREASED2,4742,499-25-1%$2.4M$2.3M-$129.7K2026-10-28
Carolina Wealth Advisors, LLC
INCREASED2,455146+2,309+1582%$140.9K$2.3M+$2.1M2026-10-23
Avestar Capital, LLC
DECREASED2,4192,680-261-10%$2.6M$2.2M-$355.9K2026-10-28
Pinnacle Associates LTD
DECREASED2,4142,631-217-8%$2.5M$2.2M-$312.4K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED2,4082,166+242+11%$2.1M$2.2M+$130.8K2026-11-04
Central Pacific Bank - Trust Division
INCREASED2,3801,124+1,256+112%$1.1M$2.2M+$1.1M2026-10-06
Trust Asset Management LLC
UNCHANGED2,3652,36500%$2.3M$2.2M-$100.9K2026-11-03
Machina Capital S.A.S.
INCREASED2,3641,648+716+43%$1.6M$2.2M+$590.1K2026-11-05
MGO One Seven LLC
DECREASED2,3642,412-48-2%$2.3M$2.2M-$147.1K2026-10-28
Bison Wealth, LLC
INCREASED2,3461,436+910+63%$1.2M$1.8M+$520.3K2026-10-13
Blue Trust, Inc.
DECREASED2,3432,961-618-21%$2.9M$2.2M-$696.3K2026-10-15
HBK Sorce Advisory LLC
DECREASED2,3232,370-47-2%$2.0M$1.1M-$901.5K2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED2,3072,308-10%$2.2M$2.1M-$99.4K2026-10-21
Parametrica Management Ltd
DECREASED2,2933,025-732-24%$2.9M$2.1M-$804.2K2026-10-27
Laurion Capital Management LP
INCREASED2,286511+1,775+347%$493.1K$2.1M+$1.6M2026-10-30
Evansbrook LLC
UNCHANGED2,2762,27600%$2.2M$2.1M-$97.1K2026-10-16
IFP Advisors, Inc
DECREASED2,2712,322-51-2%$2.2M$2.1M-$146.1K2026-10-16
VestGen Advisors, LLC
DECREASED2,2393,480-1,241-36%$3.4M$2.1M-$1.3M2026-10-27
Nicholas Hoffman & Company, Llc.
DECREASED2,2352,322-87-4%$2.2M$2.1M-$179.3K2026-10-30
Private Trust Co NA
INCREASED2,2292,198+31+1%$2.1M$2.1M-$65.2K2026-10-20
Soltis Investment Advisors LLC
INCREASED2,1942,047+147+7%$2.0M$2.0M+$48.5K2026-10-28
111 Capital
INCREASED2,1862,150+36+2%$2.1M$2.0M-$58.5K2026-11-03
Capital Investment Advisors, LLC
DECREASED2,1552,324-169-7%$2.2M$2.0M-$255.4K2026-10-22
Valeo Financial Advisors, LLC
INCREASED2,1322,035+97+5%$2.0M$2.0M+$2.8K2026-10-08
Dynamic Advisor Solutions LLC
INCREASED2,1191,898+221+12%$1.8M$2.0M+$122.9K2026-10-13
CX Institutional
DECREASED2,1112,116-50%$2.0K$1.9K-$952026-10-02
Cherokee Insurance Co
UNCHANGED2,1002,10000%$2.0M$1.9M-$89.6K2026-11-05
Meridian Investment Counsel Inc.
UNCHANGED2,0622,06200%$2.0M$1.9M-$88.0K2026-10-14
Strategy Asset Managers LLC
DECREASED2,0552,058-30%$2.0M$1.9M-$90.5K2026-10-14
Amitell Capital Pte Ltd
NEW2,034—+2,034——$1.9M—2026-11-02
Axxcess Wealth Management, LLC
INCREASED2,0211,459+562+39%$1.4M$1.9M+$455.7K2026-10-21
Csenge Advisory Group
INCREASED2,0151,887+128+7%$1.8M$1.9M+$37.7K2026-11-04
Johnson & White Wealth Management, LLC
DECREASED2,0112,013-20%$1.9M$1.9M-$87.7K2026-11-03
N10 Wealth, LLC
NEW2,000—+2,000——$1.8M—2026-10-14
Mitsubishi UFJ Asset Management (UK) Ltd.
NEW2,000—+2,000——$1.8K—2026-10-22
Parthenon LLC
UNCHANGED2,0002,00000%$1.9M$1.8M-$85.3K2026-10-22
National Wealth Management Group, LLC
DECREASED1,9882,793-805-29%$2.7M$1.8M-$861.6K2026-10-26
Saxony Capital Management, LLC
INCREASED1,955446+1,509+338%$430.4K$1.8M+$1.4M2026-10-15
Hamilton Point Investment Advisors, LLC
UNCHANGED1,9471,94700%$1.9M$1.8M-$83.1K2026-11-03
Turtle Creek Wealth Advisors, LLC
INCREASED1,9461,863+83+4%$1.8M$1.8M-$2.9K2026-10-15
Three Seasons Wealth, LLC
DECREASED1,9453,586-1,641-46%$3.5M$1.8M-$1.7M2026-11-03
FDx Advisors, Inc.
INCREASED1,9451,840+105+6%$1.8K$1.8K+$182026-11-05
Westwind Capital
DECREASED1,9312,029-98-5%$2.0K$1.8K-$1772026-10-08
Ascentis Independent Advisors
NEW1,928—+1,928——$1.8M—2026-11-03
Diversified Enterprises, LLC
INCREASED1,9281,078+850+79%$1.0M$1.8M+$738.0K2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED1,9202,027-107-5%$2.0M$1.8M-$185.2K2026-10-20
Kornitzer Capital Management Inc
INCREASED1,8851,525+360+24%$1.5M$1.7M+$267.0K2026-11-03
Premier Path Wealth Partners, LLC
INCREASED1,8641,802+62+3%$1.7M$1.7M-$19.7K2026-10-16
John G Ullman & Associates Inc
UNCHANGED1,8581,85800%$1.8M$1.7M-$79.3K2026-11-04
Cannon Advisors, Inc.
NEW1,852—+1,852——$1.4M—2026-10-14
Larson Financial Group LLC
INCREASED1,8471,705+142+8%$1.6M$1.7M+$58.6K2026-11-05
Woodard & Co Asset Management Group Inc
NEW1,845—+1,845——$1.7M—2026-11-03
Parkside Financial Bank & Trust
DECREASED1,8451,872-27-1%$1.8M$1.7M-$104.8K2026-10-27
Western Financial Corp
DECREASED1,8359,634-7,799-81%$9.3M$1.7M-$7.6M2026-10-14
Portside Wealth Group, LLC
INCREASED1,8331,266+567+45%$1.2M$1.7M+$469.0K2026-10-20
MBL Wealth, LLC
INCREASED1,829791+1,038+131%$763.3K$1.7M+$923.6K2026-10-22
Eagle Rock Investment Company, LLC
DECREASED1,8002,402-602-25%$2.3M$1.7M-$657.7K2026-10-21
Venture Visionary Partners LLC
INCREASED1,799944+855+91%$911.0K$1.7M+$748.6K2026-10-07
Defined Wealth Management, LLC
UNCHANGED1,7901,79000%$1.7M$1.7M-$76.4K2026-10-19
Simplicity Wealth,LLC
INCREASED1,7821,265+517+41%$1.2M$1.6M+$423.0K2026-10-23
Contravisory Investment Management, Inc.
INCREASED1,7811,774+7+0%$1.7M$1.6M-$69.2K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED1,7771,996-219-11%$1.9M$1.6M-$287.1K2026-10-23
Monument Capital Management
DECREASED1,7651,883-118-6%$1.8M$1.6M-$189.2K2026-10-09
D'Orazio & Associates, Inc.
DECREASED1,7621,844-82-4%$1.8M$1.6M-$154.3K2026-11-04
Interchange Capital Partners, LLC
DECREASED1,7611,978-217-11%$1.9M$1.6M-$274.9K2026-10-28
Bensler, LLC
INCREASED1,7141,711+3+0%$1.7M$1.6M-$70.3K2026-11-05
71 West Capital Partners
INCREASED1,6991,639+60+4%$1.6M$1.6M-$14.6K2026-11-04
Smith Salley Wealth Management
INCREASED1,6941,666+28+2%$1.6M$1.6M-$45.2K2026-11-03
Tannin Capital LLC
UNCHANGED1,6731,67300%$1.6M$1.5M-$71.4K2026-11-05
Veracity Capital LLC
DECREASED1,6681,865-197-11%$1.8M$1.5M-$261.4K2026-10-08
Wedmont Private Capital
INCREASED1,667947+720+76%$862.1K$1.3M+$429.5K2026-10-09
Heffernan Advisory, Inc
INCREASED1,650900+750+83%$868.5K$1.5M+$653.4K2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED1,6501,810-160-9%$1.7K$1.5K-$2242026-11-04
Alps Advisors Inc
DECREASED1,6422,241-599-27%$2.2M$1.5M-$648.1K2026-11-03
Busey Bank
INCREASED1,6421,639+3+0%$1.6M$1.5M-$67.2K2026-10-26
JGP Wealth Management, LLC
INCREASED1,6351,615+20+1%$1.6M$1.5M-$50.2K2026-10-13
Lee Financial Co
DECREASED1,6251,631-60%$1.6M$1.5M-$75.1K2026-10-16
USA Financial Formulas
NEW1,617—+1,617——$1.5M—2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED1,6072,069-462-22%$2.0M$1.5M-$514.4K2026-10-27
Midwest Trust Co
INCREASED1,6061,387+219+16%$1.3M$1.5M+$142.8K2026-10-22
Old National Bancorp
DECREASED1,5871,606-19-1%$1.5M$1.5M-$86.0K2026-10-20
Sterling Investment Counsel, LLC
DECREASED1,5821,749-167-10%$1.7M$1.5M-$228.6K2026-10-19
Athena Wealth Management, LLC
INCREASED1,5791,247+332+27%$1.2M$1.5M+$252.4K2026-10-09
XXI Wealth, LLC
DECREASED1,5692,505-936-37%$2.4M$1.4M-$970.2K2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED1,5681,515+53+4%$1.3M$1.2M-$133.6K2026-10-13
SAX Wealth Advisors, LLC
NEW1,563—+1,563——$1.4M—2026-10-13
Partners in Financial Planning
DECREASED1,5451,600-55-3%$1.5M$1.4M-$119.0K2026-11-06
Aljian Capital Management, LLC
UNCHANGED1,5441,54400%$1.5M$1.4M-$65.9K2026-10-28
Jacobi Capital Management LLC
DECREASED1,5411,645-104-6%$1.6M$1.4M-$166.7K2026-11-05
StoneX Group Inc.
INCREASED1,538951+587+62%$910.1K$1.4M+$484.3K2026-11-03
Daymark Wealth Partners, LLC
DECREASED1,5351,595-60-4%$1.5M$1.4M-$123.1K2026-11-04
Institute for Wealth Management, Llc.
DECREASED1,5161,525-9-1%$1.5M$1.4M-$74.0K2026-11-06
Nemes Rush Group LLC
INCREASED1,5071,500+7+0%$1.4M$1.4M-$57.5K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED1,5061,760-254-14%$1.7M$1.4M-$309.4K2026-10-27
Catalyst Financial Partners LLC
INCREASED1,4991,439+60+4%$1.4M$1.4M-$6.0K2026-11-06
American National Bank & Trust
INCREASED1,4861,479+7+0%$1.4M$1.4M-$56.6K2026-10-07
Forum Financial Management, LP
DECREASED1,4781,511-33-2%$1.5M$1.4M-$94.9K2026-10-16
Chicago Trust Co NA
DECREASED1,4701,485-15-1%$1.4M$1.4M-$77.2K2026-10-28
Cooper Financial Group
INCREASED1,4651,211+254+21%$1.2M$1.4M+$182.7K2026-10-07
First Citizens Bank & Trust Co
INCREASED1,4621,433+29+2%$1.4M$1.3M-$34.4K2026-10-14
TSG Advice Partners, LLC
NEW1,451—+1,451——$1.4M—2026-10-29
1620 Investment Advisors, Inc.
DECREASED1,4341,454-20-1%$1.4M$1.3M-$80.5K2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED1,4341,438-40%$1.4M$1.3M-$65.0K2026-11-02
True Private Wealth Advisors
INCREASED1,409827+582+70%$798.5K$1.3M+$501.7K2026-10-19
Altura Wealth Advisors Inc.
INCREASED1,4071,403+4+0%$1.4M$1.3M-$56.2K2026-10-22
Verus Capital Partners, LLC
DECREASED1,4042,354-950-40%$2.3M$1.3M-$976.7K2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED1,4001,40000%$1.4M$1.3M-$59.7K2026-10-20
Univest Financial Corp
INCREASED1,396344+1,052+306%$332.0K$1.3M+$955.6K2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED1,3952,233-838-38%$2.2M$1.3M-$868.2K2026-10-22
North Berkeley Wealth Management, LLC
DECREASED1,3881,913-525-27%$1.8M$1.3M-$565.8K2026-11-02
Parcion Private Wealth LLC
INCREASED1,3871,163+224+19%$1.1M$1.3M+$157.0K2026-10-28
Florida Trust Wealth Management Co
INCREASED1,3701,335+35+3%$1.3M$1.3M-$24.7K2026-11-05
Resonant Capital Advisors, LLC
INCREASED1,3481,296+52+4%$1.3M$1.2M-$7.3K2026-10-15
Montecito Bank & Trust
DECREASED1,3471,508-161-11%$1.5M$1.2M-$212.8K2026-10-01
Optimist Retirement Group LLC
UNCHANGED1,3401,34000%$1.3M$1.2M-$57.2K2026-10-30
Arlington Financial Advisors, LLC
UNCHANGED1,3331,33300%$1.3M$1.2M-$56.9K2026-10-19
Impact Capital Partners LLC
DECREASED1,3291,331-20%$1.3M$1.2M-$58.6K2026-10-22
Linden Thomas Advisory Services, LLC
DECREASED1,3181,971-653-33%$1.9M$1.2M-$686.4K2026-10-19
Sowell Financial Services LLC
DECREASED1,2672,333-1,066-46%$2.3M$1.2M-$1.1M2026-10-23
Clay Northam Wealth Management, LLC
UNCHANGED1,2651,26500%$1.2M$1.2M-$54.0K2026-10-13
BlueChip Wealth Advisors LLC
INCREASED1,255687+568+83%$663.4K$1.2M+$494.6K2026-11-03
Goldenstone Wealth Management LLC
DECREASED1,2531,269-16-1%$1.2M$1.2M-$68.9K2026-11-04
FNY Investment Advisers, LLC
NEW1,250—+1,250——$1.2K—2026-10-16
Carret Asset Management, LLC
INCREASED1,2501,220+30+2%$1.2M$1.2M-$24.6K2026-11-04
Credit Capital Investments LLC
UNCHANGED1,2501,25000%$1.2M$1.2M-$53.3K2026-10-22
Inscription Capital, LLC
DECREASED1,2452,849-1,604-56%$2.7M$1.1M-$1.6M2026-11-02
KCM Investment Advisors LLC
DECREASED1,2311,240-9-1%$1.2M$1.1M-$61.2K2026-10-27
Retireful, LLC
INCREASED1,2281,069+159+15%$1.0M$1.1M+$101.0K2026-10-09
Caldwell Trust Co
DECREASED1,2141,257-43-3%$1.2M$1.1M-$93.3K2026-10-30
Worth Financial Advisory Group, LLC
DECREASED1,2071,328-121-9%$1.3M$1.1M-$168.1K2026-10-19
Focused Alpha, LLC
INCREASED1,173804+369+46%$775.4K$1.1M+$306.8K2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
NEW1,165—+1,165——$1.1M—2026-10-13
Founders Financial Securities LLC
INCREASED1,165878+287+33%$847.4K$1.1M+$227.1K2026-10-28
Gibbs Wealth Management
INCREASED1,162738+424+57%$712.4K$1.1M+$359.6K2026-10-22
Visionary Wealth Advisors
DECREASED1,1521,252-100-8%$1.2M$1.1M-$145.6K2026-11-04
GAM Holding AG
DECREASED1,1371,158-21-2%$1.1M$1.0M-$68.8K2026-11-03
Root Financial Partners, LLC
INCREASED1,114927+187+20%$894.9K$1.0M+$132.9K2026-10-21
Norden Group LLC
INCREASED1,101693+408+59%$669.1K$1.0M+$346.7K2026-10-20
King Luther Capital Management Corp
UNCHANGED1,1001,10000%$1.1M$1.0M-$46.9K2026-11-05
Vicus Capital
DECREASED1,0991,197-98-8%$1.2M$1.0M-$141.2K2026-11-05
Donoghue Forlines LLC
DECREASED1,0984,591-3,493-76%$4.4M$1.0M-$3.4M2026-11-02
Insight Wealth Partners, LLC
INCREASED1,094317+777+245%$305.9K$1.0M+$703.1K2026-10-26
Centurion Wealth Management LLC
DECREASED1,0881,160-72-6%$1.1M$1.0M-$115.5K2026-10-13
Pension & Wealth Management Advisors, Inc.
NEW1,077—+1,077——$993.4K—2026-10-16
Curated Wealth Partners LLC
INCREASED1,074224+850+379%$216.2K$990.6K+$774.4K2026-10-15
Hoxton Planning & Management, LLC
DECREASED1,0451,081-36-3%$1.0M$963.8K-$79.3K2026-10-15
Oakworth Capital, Inc.
INCREASED1,0451,034+11+1%$966.2K$963.8K-$2.4K2026-10-26
Capital City Trust Co
DECREASED1,0411,063-22-2%$1.0M$960.2K-$65.6K2026-10-22
Pinion Investment Advisors, LLC
INCREASED1,039743+296+40%$717.0K$958.3K+$241.3K2026-11-04
Fourpath Capital Management, LLC
UNCHANGED1,0321,03200%$995.9K$951.9K-$44.0K2026-10-19
IPG Investment Advisors LLC
UNCHANGED1,0321,03200%$996.6K$952.6K-$44.0K2026-10-30
Opal Wealth Advisors, LLC
INCREASED1,031881+150+17%$850.2K$950.9K+$100.8K2026-10-16
NWF Advisory Services Inc.
DECREASED1,0301,229-199-16%$1.2M$950.0K-$236.0K2026-10-19
Klingman & Associates, LLC
INCREASED1,029631+398+63%$608.9K$949.1K+$340.2K2026-10-20
Simon Quick Advisors, LLC
INCREASED1,017316+701+222%$305.1K$938.3K+$633.2K2026-10-26
Next Level Private LLC
UNCHANGED1,0121,01200%$976.6K$933.4K-$43.2K2026-10-20
Aprio Wealth Management, LLC
INCREASED1,009907+102+11%$875.3K$930.6K+$55.4K2026-10-28
Gryphon Financial Partners LLC
INCREASED1,007970+37+4%$936.4K$929.1K-$7.2K2026-11-04
Stackstone Wealth, LLC
NEW1,002—+1,002——$924.2K—2026-10-19
First Interstate Bank
UNCHANGED1,0001,00000%$965.0K$922.3K-$42.7K2026-10-23
C2c Wealth Management, LLC
UNCHANGED1,0001,00000%$965.0K$922.3K-$42.7K2026-10-20
Carbahal Olsen Financial Services Group, LLC
UNCHANGED1,0001,00000%$965.0K$922.3K-$42.7K2026-11-05
Essential Investment Partners LLC
NEW999—+999——$921.4K—2026-10-27
True Freedom Investing, LLC
NEW995—+995——$917.5K—2026-10-29
Conning Inc.
UNCHANGED99399300%$958.2K$915.9K-$42.4K2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED992811+181+22%$782.6K$915.0K+$132.3K2026-10-14
Granite Group Advisors, LLC
DECREASED9811,158-177-15%$1.1M$904.8K-$212.7K2026-10-14
Blankinship & Foster, LLC
UNCHANGED98198100%$946.7K$904.8K-$41.8K2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED98098000%$945.7K$903.9K-$41.8K2026-10-16
Syverson Strege & Co
DECREASED972991-19-2%$956.3K$896.5K-$59.8K2026-11-02
Plancorp, LLC
INCREASED971680+291+43%$585.2K$625.9K+$40.6K2026-11-03
Farmers & Merchants Investments Inc
INCREASED959956+3+0%$922.5K$884.5K-$38.0K2026-10-22
Oslo Pensjonsforsikring AS
INCREASED957913+44+5%$881.0K$882.7K+$1.6K2026-10-15
Crescent Sterling, Ltd.
NEW953—+953——$879.0K—2026-10-16
Rakuten Securities, Inc.
DECREASED9533,367-2,414-72%$3.2M$879.0K-$2.4M2026-11-02
Annex Advisory Services, LLC
DECREASED953983-30-3%$948.7K$879.0K-$69.7K2026-10-16
Encompass More Asset Management
INCREASED952416+536+129%$401.9K$878.1K+$476.2K2026-10-16
West Wealth Group, LLC
DECREASED9491,360-411-30%$1.3M$875.7K-$436.9K2026-10-14
Simplex Trading, LLC
INCREASED947699+248+35%$674.5K$873.5K+$198.9K2026-11-04
Fiduciary Alliance LLC
DECREASED9451,166-221-19%$1.1M$871.4K-$253.5K2026-10-13
Advisor OS, LLC
INCREASED943885+58+7%$853.9K$869.6K+$15.7K2026-11-03
Chesley Taft & Associates LLC
DECREASED9401,018-78-8%$982.4K$867.0K-$115.4K2026-10-13
Perryman Financial Advisory Inc
INCREASED931520+411+79%$501.9K$858.9K+$357.1K2026-10-16
Integrated Advisors Network LLC
DECREASED930963-33-3%$929.3K$857.4K-$71.9K2026-10-20
Pinkerton Wealth, LLC
NEW926—+926——$854.1K—2026-10-29
First Command Advisory Services, Inc.
INCREASED921415+506+122%$400.7K$850.1K+$449.4K2026-11-05
Truefg, LLC
DECREASED9181,376-458-33%$1.3M$846.7K-$481.1K2026-10-15
Bingham Private Wealth, LLC
DECREASED9161,048-132-13%$1.0M$844.9K-$166.5K2026-11-05
Kanawha Capital Management LLC
UNCHANGED91691600%$883.9K$844.9K-$39.1K2026-10-19
Avior Wealth Management, LLC
DECREASED915936-21-2%$903.2K$843.9K-$59.3K2026-10-13
First National Trust Co
INCREASED914900+14+2%$868.5K$843.0K-$25.5K2026-10-28
PFG Advisors
DECREASED9131,082-169-16%$1.0M$842.1K-$202.0K2026-10-16
Sound Income Strategies, LLC
DECREASED9111,732-821-47%$1.7M$706.2K-$965.2K2026-10-09
Signal Advisors Wealth, LLC
INCREASED907798+109+14%$770.5K$836.1K+$65.6K2026-10-13
Wealth Effects LLC
DECREASED9001,000-100-10%$965.3K$830.4K-$134.9K2026-10-23
GSG Advisors LLC
INCREASED899883+16+2%$852.1K$829.2K-$22.9K2026-11-03
Anchyra Partners LLC
INCREASED898772+126+16%$745.0K$828.3K+$83.3K2026-10-13
Matrix Trust Co
NEW895—+895——$825—2026-10-07
Quantum Financial Advisors, LLC
INCREASED893874+19+2%$843.4K$823.7K-$19.8K2026-11-03
Richardson Financial Services Inc.
INCREASED892634+258+41%$611.8K$822.7K+$210.9K2026-10-30
Silverleafe Capital Partners, LLC
NEW889—+889——$820.2K—2026-10-02
Blue Capital, Inc.
UNCHANGED88888800%$856.9K$819.0K-$37.9K2026-10-13
Grove Bank & Trust
INCREASED886839+47+6%$809.6K$817.2K+$7.6K2026-10-08
Cypress Capital Group
DECREASED883928-45-5%$895.5K$814.4K-$81.1K2026-11-03
Balefire, LLC
INCREASED880800+80+10%$772.0K$811.7K+$39.7K2026-10-09
Verdence Capital Advisors LLC
DECREASED876926-50-5%$893.6K$807.5K-$86.1K2026-10-26
Tucker Asset Management LLC
INCREASED872820+52+6%$791.3K$804.3K+$13.0K2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED867944-77-8%$911.0K$799.7K-$111.3K2026-10-05
Levin Capital Strategies, L.P.
UNCHANGED86786700%$836.7K$799.7K-$37.0K2026-11-02
Manske Wealth Management
DECREASED865910-45-5%$878.2K$797.8K-$80.3K2026-10-26
Connecticut Wealth Management, LLC
DECREASED8621,107-245-22%$1.1M$795.1K-$273.2K2026-10-13
Carmel Capital Partners, LLC
DECREASED858894-36-4%$862.7K$791.4K-$71.3K2026-11-03
Acropolis Investment Management, LLC
UNCHANGED85385300%$823.1K$786.8K-$36.4K2026-10-08
Great Lakes Advisors, LLC
DECREASED852869-17-2%$838.6K$785.8K-$52.8K2026-11-06
Lotus Asset Management LLC
INCREASED850700+150+21%$675.5K$784.0K+$108.5K2026-10-14
Fiera Capital Corp
UNCHANGED84984900%$819.3K$783.1K-$36.2K2026-11-06
Abel Hall, LLC
DECREASED841879-38-4%$848.4K$775.9K-$72.6K2026-10-19
SYM Financial Corp
INCREASED840739+101+14%$713.1K$774.9K+$61.7K2026-10-26
Beaumont Financial Advisors, LLC
DECREASED840857-17-2%$826.7K$774.4K-$52.2K2026-10-22
AXS Investments LLC
DECREASED837969-132-14%$935.1K$772.0K-$163.1K2026-11-04
Trust Co
UNCHANGED83583500%$805.8K$770.2K-$35.6K2026-10-09
Clearwave Capital, LLC
INCREASED834764+70+9%$737.2K$769.7K+$32.5K2026-10-27
Third View Private Wealth, LLC
DECREASED828904-76-8%$871.9K$763.3K-$108.6K2026-10-30
Shepherd Street Advisors LLC
INCREASED827285+542+190%$236.1K$647.5K+$411.5K2026-10-21
Nikulski Financial, Inc.
DECREASED8161,026-210-20%$990.3K$752.9K-$237.5K2026-11-06
San Luis Wealth Advisors LLC
DECREASED8151,450-635-44%$1.4M$751.7K-$647.4K2026-10-27
KPP Advisory Services LLC
INCREASED808800+8+1%$772.0K$745.3K-$26.7K2026-10-26
Vestor Capital, LLC
DECREASED8041,232-428-35%$920$358-$5622026-11-04
Fulton Bank, N.A.
DECREASED801803-20%$774.9K$738.8K-$36.1K2026-10-14
Ninety One UK Ltd
INCREASED791186+605+325%$179.5K$729.6K+$550.1K2026-10-15
Allegheny Financial Group
INCREASED791790+1+0%$762.4K$729.7K-$32.8K2026-11-05
TrueWealth Advisors, LLC
DECREASED787982-195-20%$947.7K$725.9K-$221.7K2026-10-09
Revolve Wealth Partners, LLC
DECREASED787929-142-15%$896.5K$725.9K-$170.6K2026-10-23
PDS Planning, Inc
DECREASED784793-9-1%$765.2K$723.1K-$42.1K2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED78278200%$754.4K$754.4K+$102026-10-13
Providence First Trust Co
NEW781—+781——$720.3K—2026-11-02
Titleist Asset Management, LLC
DECREASED7801,070-290-27%$1.0M$719.4K-$313.3K2026-10-08
Childress Capital Advisors, LLC
INCREASED780677+103+15%$653.3K$719.2K+$65.9K2026-10-28
Sapient Capital LLC
DECREASED780825-45-5%$796.7K$720.0K-$76.7K2026-10-08
SmartHarvest Portfolios, LLC
DECREASED777794-17-2%$765.7K$716.6K-$49.1K2026-10-26
Asset Dedication, LLC
DECREASED774778-4-1%$750.8K$713.9K-$36.9K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED773787-14-2%$759.5K$713.2K-$46.3K2026-10-21
Lanark Financial, Inc.
INCREASED772285+487+171%$275.5K$711.8K+$436.3K2026-10-26
MinichMacGregor Wealth Management, LLC
DECREASED770778-8-1%$750.8K$710.2K-$40.6K2026-10-14
Enterprise Financial Services Corp
DECREASED769781-12-2%$753.7K$709.3K-$44.4K2026-11-03
Stirlingshire Investments, Inc.
INCREASED764755+9+1%$729.2K$704.9K-$24.3K2026-11-05
Asio Capital, LLC
DECREASED760912-152-17%$880.8K$701.0K-$179.8K2026-10-19
Columbia Asset Management
UNCHANGED75075000%$723.8K$691.8K-$32.0K2026-10-19
Putney Financial Group LLC
UNCHANGED75075000%$723.8K$691.8K-$32.0K2026-10-30
Allegiance Financial Group Advisory Services LLC
INCREASED747573+174+30%$553.4K$689.5K+$136.2K2026-11-02
Asahi Life Asset Management Co., Ltd.
NEW742—+742——$684.4K—2026-11-06
Wright Investors Service Inc
NEW738—+738——$680.7K—2026-11-02
Jm2 Capital Inc.
INCREASED735728+7+1%$702.5K$677.9K-$24.6K2026-10-14
Net Worth Advisory Group
DECREASED732934-202-22%$901.1K$692.2K-$208.9K2026-10-20
Financial Insights, Inc.
UNCHANGED73273200%$706.4K$675.2K-$31.2K2026-10-27
Riversedge Advisors, LLC
INCREASED727614+113+18%$592.5K$670.5K+$78.0K2026-10-09
Kingdom Financial Group Llc.
DECREASED726745-19-3%$718.7K$669.9K-$48.9K2026-11-04
Arwa LLC
DECREASED726735-9-1%$547.9K$542.5K-$5.5K2026-10-21
Worthington Financial Partners, LLC
UNCHANGED72672600%$700.6K$669.6K-$31.0K2026-10-13
Symphony Financial, Ltd. Co.
INCREASED716685+31+5%$662.4K$659.0K-$3.4K2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED713709+4+1%$684.2K$657.6K-$26.6K2026-10-15
Parsons Capital Management Inc
INCREASED709669+40+6%$645.6K$653.9K+$8.4K2026-10-28
First Affirmative Financial Network
NEW703—+703——$648.2K—2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED699714-15-2%$689.8K$645.5K-$44.3K2026-10-22
Obsidian CIO, LLC
INCREASED698682+16+2%$658.1K$643.8K-$14.3K2026-11-05
Davidson Trust Co
UNCHANGED69569500%$670.7K$641.0K-$29.6K2026-10-09
Salem Investment Counselors Inc
UNCHANGED68368300%$659.6K$630.5K-$29.1K2026-10-13
Mesirow Financial Investment Management, Inc.
DECREASED680719-39-5%$693.9K$626.9K-$67.0K2026-11-05
First Financial Corp
DECREASED680684-4-1%$660.1K$627.2K-$32.9K2026-10-13
Aspiriant, LLC
INCREASED677599+78+13%$578.0K$624.4K+$46.4K2026-10-16
Lazari Capital Management, Inc.
DECREASED666717-51-7%$691.9K$614.3K-$77.6K2026-10-20
GC Wealth Management RIA, LLC
DECREASED665897-232-26%$865.6K$613.4K-$252.2K2026-11-02
Clear Wave Wealth Management LLC
INCREASED662232+430+185%$223.9K$610.6K+$386.7K2026-11-04
RMR Wealth Builders
DECREASED662806-144-18%$778.1K$610.4K-$167.7K2026-10-22
Traynor Capital Management, Inc.
DECREASED662729-67-9%$703.5K$610.2K-$93.3K2026-10-29
Natural Investments, LLC
INCREASED662649+13+2%$626$610.9K+$610.3K2026-11-06
Vanguard Capital Wealth Advisors
INCREASED656652+4+1%$629.2K$605.1K-$24.1K2026-10-16
LifeGoal Investments, LLC
INCREASED653534+119+22%$515.3K$602.3K+$87.0K2026-10-09
Virtus Wealth Solutions LLC
DECREASED651991-340-34%$956.5K$600.2K-$356.3K2026-11-03
Kercheville Advisors, LLC
DECREASED650800-150-19%$772.0K$599.5K-$172.5K2026-10-19
Leo Wealth, LLC
NEW648—+648——$597.7K—2026-10-26
Benchmark Financial Wealth Advisors, LLC
INCREASED645608+37+6%$586.9K$595.4K+$8.5K2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED643630+13+2%$608.0K$593.1K-$14.9K2026-11-02
Victory Financial Group, LLC
DECREASED642694-52-7%$669.7K$592.1K-$77.6K2026-10-27
Marks Group Wealth Management, Inc
DECREASED6361,264-628-50%$1.2M$586.4K-$633.1K2026-11-05
IVC Wealth Advisors LLC
INCREASED635632+3+0%$609.9K$585.7K-$24.2K2026-10-23
Compass Financial Management LLC
NEW633—+633——$583.6K—2026-10-30
Elevated Capital Advisors, LLC
DECREASED6291,428-799-56%$1.4M$580.1K-$798.4K2026-11-04
Ariadne Wealth Management, LP
INCREASED627623+4+1%$601.6K$578.7K-$22.9K2026-11-06
Clifford Swan Investment Counsel LLC
UNCHANGED62562500%$603.1K$576.5K-$26.7K2026-11-05
Secure Asset Management, LLC
DECREASED622628-6-1%$606.0K$573.8K-$32.2K2026-10-19
S.A. Mason LLC
INCREASED622620+2+0%$598.3K$573.7K-$24.6K2026-10-13
Barrett & Company, Inc.
UNCHANGED61961900%$597.3K$570.9K-$26.4K2026-10-22
Wolverine Asset Management LLC
UNCHANGED61661600%$594.4K$568.2K-$26.3K2026-11-02
Marino, Stram & Associates LLC
UNCHANGED60960900%$587.7K$561.7K-$26.0K2026-10-22
SkyOak Wealth, LLC
DECREASED608623-15-2%$601.6K$561.1K-$40.4K2026-10-28
Triad Wealth Partners, LLC
DECREASED606832-226-27%$691.5K$558.9K-$132.5K2026-10-26
Valmark Advisers, Inc.
INCREASED605425+180+42%$410.1K$558.0K+$147.9K2026-11-06
Moneco Advisors, LLC
DECREASED605638-33-5%$615.3K$557.8K-$57.5K2026-11-05
Ashton Thomas Securities, LLC
INCREASED602549+53+10%$518.2K$555.2K+$37.0K2026-10-26
Cache Advisors, LLC
DECREASED6002,665-2,065-77%$2.6M$553.4K-$2.0M2026-10-16
Focus Financial Network, Inc.
DECREASED600708-108-15%$683.7K$553.9K-$129.8K2026-10-14
AlphaStar Capital Management, LLC
INCREASED596559+37+7%$539.5K$549.6K+$10.1K2026-10-16
Balboa Wealth Partners
DECREASED590697-107-15%$672.6K$544.2K-$128.4K2026-10-20
Elyxium Wealth, LLC
INCREASED590543+47+9%$524.1K$544.3K+$20.2K2026-10-27
Highland Capital Management, LLC
UNCHANGED58658600%$565.5K$540.5K-$25.0K2026-10-26
Primoris Wealth Advisors, LLC
INCREASED582539+43+8%$520.1K$559.9K+$39.7K2026-10-28
City State Bank
INCREASED580534+46+9%$515.3K$535.0K+$19.6K2026-10-20
Cromwell Holdings LLC
UNCHANGED57957900%$559.2K$534.5K-$24.7K2026-10-28
Certuity, LLC
DECREASED576673-97-14%$649.5K$531.5K-$118.0K2026-11-02
Intelligence Driven Advisers, LLC
DECREASED572744-172-23%$718.0K$527.6K-$190.4K2026-10-09
Greenspring Advisors, LLC
INCREASED572553+19+3%$533.9K$527.7K-$6.3K2026-11-05
Canvas Wealth Advisors, LLC
DECREASED571622-51-8%$600.7K$400.0K-$200.7K2026-11-02
Apella Capital, LLC
INCREASED564491+73+15%$406.5K$455.7K+$49.2K2026-10-08
WealthTrust Asset Management, LLC
INCREASED564525+39+7%$506.6K$520.2K+$13.6K2026-10-22
Bullock Wealth Management Group
INCREASED561544+17+3%$497.9K$530.5K+$32.6K2026-10-09
Mach-1 Financial Group, LLC
NEW560—+560——$516.5K—2026-11-06
KG Capital Management
INCREASED557474+83+18%$457.4K$513.7K+$56.3K2026-10-15
Whitener Capital Management, Inc.
DECREASED553750-197-26%$723.8K$510.1K-$213.7K2026-10-15
Versant Capital Management, Inc
DECREASED553643-90-14%$620.5K$510.1K-$110.4K2026-10-02
ZWJ Investment Counsel Inc
INCREASED552371+181+49%$358.0K$509.1K+$151.1K2026-10-15
Lifelong Wealth Advisors, Inc.
INCREASED552549+3+1%$529.8K$509.1K-$20.7K2026-10-19
Berman McAleer LLC
UNCHANGED55255200%$532.7K$509.2K-$23.6K2026-10-16
VUB Generali dochodkova spravcovska spolocnost, a.s.
NEW550—+550——$507.3K—2026-10-26
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED54754700%$474.9K$441.9K-$33.1K2026-10-19
Vista Investment Partners II, LLC
DECREASED546678-132-19%$654.3K$503.6K-$150.7K2026-10-15
First Horizon Corp
INCREASED546498+48+10%$480.6K$503.6K+$23.0K2026-10-26
JAG Capital Management, LLC
DECREASED545590-45-8%$568.9K$502.2K-$66.7K2026-11-06
Central Trust Co
DECREASED542554-12-2%$534.6K$500.1K-$34.5K2026-11-05
M Holdings Securities, Inc.
NEW534—+534——$481—2026-11-03
TSA Wealth Managment LLC
UNCHANGED53353300%$514.3K$491.6K-$22.7K2026-10-22
Carnegie Investment Counsel
INCREASED530242+288+119%$233.5K$488.8K+$255.3K2026-10-20
Summit Wealth Group LLC / Co
DECREASED530541-11-2%$521.8K$488.7K-$33.0K2026-10-29
Perkins Capital Management Inc
UNCHANGED52552500%$506.6K$484.2K-$22.4K2026-11-02
Vista Capital Partners, Inc.
INCREASED523504+19+4%$486.4K$482.4K-$4.0K2026-11-06
Old North State Wealth Management, LLC
UNCHANGED52252200%$503.9K$482.1K-$21.8K2026-10-22
Lantern Wealth Advisors, LLC
INCREASED520308+212+69%$297.2K$479.6K+$182.4K2026-10-22
Triton Wealth Management, Pllc
DECREASED517529-12-2%$455.0K$312.6K-$142.4K2026-11-04
Braeburn Wealth Management LLC
DECREASED516717-201-28%$691.9K$475.9K-$216.0K2026-10-15
Creative Financial Designs Inc
DECREASED516694-178-26%$669.9K$476.0K-$194.0K2026-11-04
Stonebridge Financial Planning Group, LLC
DECREASED5091,009-500-50%$973.7K$469.5K-$504.2K2026-11-06
Jacobsen Capital Management
DECREASED509657-148-23%$634.0K$469.5K-$164.5K2026-10-27
Advisory Resource Group
UNCHANGED50850800%$490.2K$468.5K-$21.7K2026-10-26
Certified Advisory Corp
INCREASED501500+1+0%$482.9K$461.7K-$21.2K2026-10-29
Guardian Partners Inc.
NEW500—+500——$461.2K—2026-10-21
Quad-Cities Investment Group, LLC
UNCHANGED50050000%$482.5K$461.2K-$21.3K2026-10-16
Paradigm Asset Management Co LLC
UNCHANGED50050000%$482.5K$461.2K-$21.3K2026-11-05
WP Advisors, LLC
UNCHANGED50050000%$482.5K$461.2K-$21.3K2026-10-22
Koshinski Asset Management, Inc.
INCREASED497417+80+19%$402.7K$458.8K+$56.0K2026-10-29
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED4948,962-8,468-94%$8.6M$455.6K-$8.2M2026-10-22
Bigelow Investment Advisors, LLC
DECREASED494500-6-1%$482.5K$455.6K-$26.9K2026-10-13
Claro Advisors Inc.
DECREASED493510-17-3%$492.5K$454.6K-$37.9K2026-11-02
Five Oceans Advisors
DECREASED491538-47-9%$519.2K$452.9K-$66.3K2026-10-22
Eagle Wealth Advisors LLC
INCREASED488454+34+7%$438.4K$450.5K+$12.0K2026-10-20
Aaron Wealth Advisors LLC
DECREASED4871,118-631-56%$1.1M$449.2K-$629.7K2026-10-13
Focused Wealth Management, Inc
DECREASED487497-10-2%$480.0K$449.0K-$31.1K2026-10-30
Taylor & Morgan Wealth Management, LLC
DECREASED486603-117-19%$581.6K$448.4K-$133.2K2026-10-09
Mission Financial Group, LLC
DECREASED485563-78-14%$543.0K$447.8K-$95.2K2026-10-21
Maple Capital Management, Inc.
UNCHANGED48248200%$465.1K$444.6K-$20.6K2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED480669-189-28%$645.6K$442.7K-$202.9K2026-10-21
Investment Research Partners LLC
DECREASED479500-21-4%$482.5K$441.8K-$40.7K2026-10-19
Cidel Asset Management Inc
DECREASED478715-237-33%$690.0K$440.9K-$249.1K2026-10-29
Capstone Wealth Management, LLC
UNCHANGED47647600%$459.3K$439.0K-$20.3K2026-11-02
1900 Wealth Management LLC
INCREASED473272+201+74%$262.5K$436.3K+$173.8K2026-10-13
Evolution Wealth Advisors, LLC
INCREASED472334+138+41%$322.3K$435.3K+$113.0K2026-11-03
Hoey Investments, Inc
INCREASED472442+30+7%$426.5K$435.3K+$8.8K2026-10-29
Blvd Private Wealth, LLC
DECREASED472483-11-2%$466.1K$435.0K-$31.1K2026-10-14
CFS Investment Advisory Services, LLC
INCREASED471440+31+7%$360.9K$379.5K+$18.6K2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED471451+20+4%$435.4K$434.0K-$1.4K2026-10-16
Convergence Investment Partners, LLC
NEW469—+469——$432.6K—2026-10-28
William Allan Corp
DECREASED469474-5-1%$457.4K$432.6K-$24.8K2026-10-14
Harbor Investment Advisory, LLC
DECREASED4661,699-1,233-73%$1.6M$429.8K-$1.2M2026-10-13
Werba Rubin Papier Wealth Management
INCREASED463241+222+92%$232.6K$427.1K+$194.5K2026-11-06
Gray Private Wealth, LLC
UNCHANGED46346300%$446.8K$427.0K-$19.8K2026-10-28
BCS Wealth Management
INCREASED462437+25+6%$421.7K$426.1K+$4.4K2026-11-03
Wealth Architects, LLC
DECREASED461566-105-19%$546.2K$425.9K-$120.3K2026-11-03
State of Wyoming
NEW460—+460——$424.3K—2026-10-28
Almanack Investment Partners, Llc.
INCREASED453326+127+39%$314.6K$417.8K+$103.2K2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED451491-40-8%$473.8K$416.0K-$57.8K2026-10-07
Rockland Trust Co
UNCHANGED45045000%$434.3K$415.1K-$19.2K2026-10-05
Avail Investment Partners, LLC
DECREASED449470-21-4%$453.6K$414.1K-$39.4K2026-10-16
Seven Mile Advisory
DECREASED449461-12-3%$445.2K$414.1K-$31.1K2026-10-22
Modera Wealth Management, LLC
DECREASED445493-48-10%$475.7K$410.9K-$64.9K2026-10-28
StoryOne LLC
INCREASED444220+224+102%$212.3K$409.5K+$197.2K2026-10-13
Legacy Trust
DECREASED444445-10%$429.4K$286.2K-$143.2K2026-11-06
City Center Advisors, LLC
DECREASED442528-86-16%$509.5K$407.7K-$101.8K2026-10-08
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED442415+27+7%$400.5K$407.7K+$7.2K2026-11-06
Caliber Wealth Management, LLC / KS
DECREASED440533-93-17%$514.3K$405.9K-$108.5K2026-11-04
LeConte Wealth Management, LLC
DECREASED440483-43-9%$466.1K$405.8K-$60.3K2026-10-20
Warwick Investment Management, Inc.
DECREASED435496-61-12%$478.6K$401.2K-$77.4K2026-10-19
Sovran Advisors, LLC
INCREASED435429+6+1%$320.6K$304.7K-$15.9K2026-11-02
Facet Wealth, Inc.
NEW434—+434——$400.3K—2026-11-04
Zions Bancorporation, National Association
DECREASED434464-30-6%$447.8K$400.3K-$47.5K2026-11-06
WPG Advisers, LLC
DECREASED431469-38-8%$452.6K$397.5K-$55.1K2026-10-27
Peterson Wealth Advisors, LLC
UNCHANGED43043000%$414.6K$396.6K-$18.0K2026-10-08
Cogent Private Wealth, Inc.
DECREASED428459-31-7%$442.9K$394.8K-$48.2K2026-11-06
Cornerstone Wealth Management, LLC
INCREASED428412+16+4%$397.6K$394.8K-$2.8K2026-11-04
William John Sempolinski
DECREASED425675-250-37%$651.4K$392.0K-$259.4K2026-10-20
Decision Investments, Inc
UNCHANGED42542500%$410.1K$392.0K-$18.1K2026-10-07
Old Mission Investment Co LLC
UNCHANGED42542500%$410.4K$392.3K-$18.1K2026-10-22
Patriot Investment Management Group, Inc.
UNCHANGED42542500%$410.1K$392.0K-$18.1K2026-10-15
Rothwell Investment Advisors, LLC
NEW424—+424——$390.9K—2026-11-06
Confluence Wealth Services, Inc.
DECREASED423648-225-35%$624.4K$390.2K-$234.3K2026-11-05
Donalies Financial Planning, LLC
DECREASED422822-400-49%$792.9K$389.0K-$404.0K2026-10-19
Magnus Financial Group LLC
INCREASED421388+33+9%$374.4K$388.3K+$13.9K2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED416361+55+15%$348.7K$384.0K+$35.3K2026-10-29
Journey Retirement Planning & Investment Management LLC
DECREASED416462-46-10%$445.9K$383.8K-$62.1K2026-10-09
Bucket List Wealth Management, LLC
UNCHANGED41441400%$399.4K$382.0K-$17.3K2026-10-22
3Chopt Investment Partners, LLC
INCREASED412344+68+20%$332.2K$380.3K+$48.1K2026-10-30
Western Reserve Capital Management, LLC
DECREASED411470-59-13%$453.6K$379.1K-$74.5K2026-10-14
Abacus Wealth Partners, LLC
DECREASED409417-8-2%$402.4K$377.2K-$25.2K2026-11-03
Tritonpoint Wealth, LLC
INCREASED405385+20+5%$371.5K$373.5K+$2.0K2026-10-19
Financial Management Professionals, Inc.
INCREASED405403+2+1%$389.2K$373.8K-$15.3K2026-10-23
Strategic Blueprint, LLC
INCREASED402398+4+1%$384.1K$370.8K-$13.3K2026-10-22
Beacon Financial Group
INCREASED401362+39+11%$349.3K$369.9K+$20.5K2026-10-19
Dupree Financial Group, LLC
UNCHANGED40140100%$387.0K$369.9K-$17.1K2026-10-09
Arista Wealth Management, LLC
NEW400—+400——$368.9K—2026-10-29
Goldstein Advisors, LLC
NEW400—+400——$368.9K—2026-10-15
CMG Global Holdings, LLC
UNCHANGED40040000%$386.0K$368.9K-$17.1K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED39713+384+2954%$12.5K$366.2K+$353.6K2026-10-30
Connecticut Capital Management Group, LLC
INCREASED397348+49+14%$335.8K$366.2K+$30.3K2026-10-29
Financial Council, LLC
UNCHANGED39739700%$383.1K$366.2K-$16.9K2026-11-02
Trust Co of Toledo NA
DECREASED395435-40-9%$419.8K$364.3K-$55.5K2026-10-16
Simplify Asset Management Inc.
DECREASED394990-596-60%$955.4K$363.4K-$591.9K2026-10-27
MV Capital Management, Inc.
DECREASED393400-7-2%$386.0K$362.5K-$23.5K2026-10-29
180 Wealth Advisors, LLC
INCREASED392387+5+1%$373.0K$361.1K-$11.9K2026-11-03
Aviance Capital Partners, LLC
DECREASED391528-137-26%$509.5K$360.6K-$148.9K2026-10-29
Black Diamond Financial, LLC
UNCHANGED39139100%$377.3K$360.6K-$16.7K2026-10-26
Ascentis Wealth Management, LLC
NEW387—+387——$356.9K—2026-11-03
Verum Partners LLC
NEW386—+386——$356.0K—2026-10-21
Ledyard National Bank
DECREASED384554-170-31%$534.6K$354.2K-$180.4K2026-10-21
Carter Financial Group, Inc.
DECREASED383391-8-2%$377.8K$353.7K-$24.1K2026-10-21
Stewardship Advisors, LLC
INCREASED381323+58+18%$311.7K$351.4K+$39.7K2026-10-20
Abacus Planning Group, Inc.
INCREASED381349+32+9%$336.8K$351.4K+$14.6K2026-11-02
Cypress Wealth Services, LLC
DECREASED381413-32-8%$398.5K$306.9K-$91.6K2026-10-21
Adamsbrown Wealth Consultants LLC
INCREASED381380+1+0%$366.7K$351.6K-$15.1K2026-10-20
Fidelity D & D Bancorp Inc
UNCHANGED37937900%$365.7K$349.6K-$16.2K2026-11-05
XML Financial, LLC
UNCHANGED37737700%$363.5K$347.7K-$15.8K2026-10-29
Arta Finance Wealth Management LLC
DECREASED376427-51-12%$412.1K$346.8K-$65.3K2026-10-28
Ninety One SA (PTY) Ltd
NEW375—+375——$345.7K—2026-10-15
Delta Financial Advisors LLC
UNCHANGED37537500%$361.9K$345.9K-$16.0K2026-10-27
LexAurum Advisors, LLC
DECREASED374399-25-6%$385.0K$345.0K-$40.1K2026-10-19
Gen-Wealth Partners Inc
DECREASED373376-3-1%$362.8K$344.0K-$18.8K2026-11-04
Argentarii, LLC
INCREASED373372+1+0%$305.3K$344.1K+$38.8K2026-10-28
Sage Rhino Capital LLC
INCREASED371367+4+1%$354.2K$342.2K-$12.0K2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED371367+4+1%$354.2K$342.2K-$12.0K2026-10-13
Dixon Fnancial Services, Inc.
UNCHANGED37137100%$358.0K$342.2K-$15.8K2026-10-23
Able Wealth Management LLC
DECREASED368393-25-6%$369.6K$326.4K-$43.1K2026-10-13
Trust Point Inc.
INCREASED368347+21+6%$334.9K$339.4K+$4.6K2026-10-27
Olympiad Research LP
DECREASED368375-7-2%$361.9K$339.4K-$22.5K2026-11-04
Howland Capital Management LLC
INCREASED368364+4+1%$351.5K$339.7K-$11.8K2026-10-22
Clark & Stuart, Inc
UNCHANGED36136100%$348.4K$333.0K-$15.4K2026-10-14
Invenio Wealth Partners LLC
INCREASED360340+20+6%$328.1K$332.0K+$3.9K2026-10-20
Capital Advisors Wealth Management, LLC
UNCHANGED35535500%$342.6K$327.4K-$15.1K2026-10-09
Formidable Asset Management, LLC
NEW354—+354——$341.6K—2026-11-03
SJS Investment Consulting Inc.
INCREASED354266+88+33%$256.7K$326.2K+$69.5K2026-10-26
Corps Capital Advisors, LLC
UNCHANGED35435400%$341.6K$326.5K-$15.1K2026-11-05
Flagstone Financial Management
DECREASED352365-13-4%$352.2K$324.7K-$27.6K2026-11-05
Burke & Herbert Bank & Trust Co
UNCHANGED35035000%$337.8K$322.8K-$14.9K2026-11-02
Walker Asset Management, LLC
UNCHANGED35035000%$338.1K$323.3K-$14.9K2026-10-13
Mcdonald Partners LLC
UNCHANGED35035000%$337.8K$322.8K-$14.9K2026-11-03
Northwest Wealth Management, LLC
DECREASED349379-30-8%$365.7K$321.9K-$43.8K2026-10-30
Miramontes Capital, LLC
UNCHANGED34734700%$334.9K$320.1K-$14.8K2026-10-19
True Wealth Design, LLC
DECREASED346414-68-16%$399.5K$319.1K-$80.4K2026-10-13
Kaufman Rossin Wealth, LLC
INCREASED346319+27+8%$284.2K$319.4K+$35.2K2026-10-19
Pittenger & Anderson Inc
DECREASED345375-30-8%$361.9K$318.2K-$43.7K2026-11-02
McElhenny Sheffield Capital Management, LLC
INCREASED344326+18+6%$314.6K$317.3K+$2.7K2026-11-06
55 North Private Wealth, LLC
INCREASED344343+1+0%$331.0K$317.3K-$13.7K2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED342341+1+0%$329.1K$315.4K-$13.6K2026-11-02
Copper Harbor Investment Advisors, LLC
UNCHANGED34234200%$330.0K$315.4K-$14.6K2026-10-16
Monument Group Wealth Advisors, LLC
NEW339—+339——$312.7K—2026-10-21
Park National Corp
DECREASED339400-61-15%$386.0K$312.7K-$73.3K2026-10-05
Ejmk Ventures LLC
INCREASED337319+18+6%$308.0K$311.0K+$3.0K2026-10-21
Aire Advisors, LLC
DECREASED336338-2-1%$326.2K$309.9K-$16.3K2026-10-22
TCI Wealth Advisors, Inc.
INCREASED335297+38+13%$286.6K$309.0K+$22.4K2026-10-30
Revisor Wealth Management LLC
NEW334—+334——$254.4K—2026-10-20
TritonPoint Partners, LLC
DECREASED333520-187-36%$502.2K$307.4K-$194.8K2026-11-05
PFS Partners, LLC
UNCHANGED33233200%$320.4K$306.6K-$13.9K2026-10-21
Eagle Bay Advisors LLC
DECREASED331362-31-9%$349.6K$305.5K-$44.1K2026-10-16
Reflection Asset Management
UNCHANGED33133100%$319.4K$305.3K-$14.1K2026-10-28
Fragasso Financial Advisors Inc
INCREASED330279+51+18%$269.2K$258.4K-$10.8K2026-10-13
AMG Asset Management Group, Inc.
NEW327—+327——$301.6K—2026-10-21
Legacy Wealth Partners, LLC
DECREASED327333-6-2%$321.3K$301.6K-$19.7K2026-10-15
Albion Financial Group
INCREASED326317+9+3%$305.9K$300.5K-$5.4K2026-10-21
McAdam, LLC
NEW325—+325——$299.8K—2026-10-21
Founders Grove Wealth Partners, LLC
NEW325—+325——$299.8K—2026-10-16
Meritas Wealth Management, LLC
NEW323—+323——$297.9K—2026-10-14
North Star Investment Management Corp.
UNCHANGED32332300%$311.7K$297.9K-$13.8K2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED321341-20-6%$329.1K$295.9K-$33.1K2026-10-26
First Business Financial Services, Inc.
UNCHANGED32132100%$309.8K$296.1K-$13.7K2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED319305+14+5%$294.3K$294.7K+$3442026-10-05
Columbia Advisory Partners LLC
INCREASED319315+4+1%$304.0K$294.2K-$9.7K2026-10-15
Tuttle Capital Management, LLC
DECREASED318390-72-18%$376.4K$293.3K-$83.0K2026-10-21
Essential Partners LLC
DECREASED317508-191-38%$490.2K$292.4K-$197.8K2026-10-14
Silverlake Wealth Management LLC
UNCHANGED31731700%$305.7K$292.3K-$13.4K2026-10-21
Sunpointe, LLC
NEW315—+315——$290.5K—2026-10-22
Stephenson & Company, Inc.
UNCHANGED31531500%$304.0K$290.5K-$13.4K2026-10-30
Shepherd Financial Partners LLC
INCREASED313307+6+2%$296.3K$288.7K-$7.6K2026-11-03
Pines Wealth Management, LLC
DECREASED312329-17-5%$317.5K$287.8K-$29.7K2026-10-21
Trilogy Capital Inc.
INCREASED309209+100+48%$201.7K$285.0K+$83.3K2026-10-20
Keudell ison Wealth Management
INCREASED309300+9+3%$289.5K$285.0K-$4.5K2026-10-16
Wealth Quarterback LLC
UNCHANGED30830800%$297.4K$284.3K-$13.1K2026-10-20
Centennial Wealth Advisory LLC
NEW307—+307——$282.2K—2026-10-16
Nolet Wealth Management, LLC
INCREASED306304+2+1%$293.1K$282.0K-$11.1K2026-10-15
Piedmont Capital Management, LLC
DECREASED304344-40-12%$332.0K$280.4K-$51.6K2026-10-21
BAM Wealth Management, LLC
INCREASED304299+5+2%$288.5K$280.4K-$8.1K2026-10-15
Global Assets Advisory, LLC
INCREASED302279+23+8%$255.1K$271.5K+$16.4K2026-10-28
GK Wealth Management LLC
DECREASED301471-170-36%$454.5K$278.2K-$176.3K2026-10-09
Genesis Private Wealth, LLC
DECREASED301315-14-4%$304.0K$277.6K-$26.4K2026-11-02
Lyell Wealth Management, LP
INCREASED301290+11+4%$279.9K$277.6K-$2.2K2026-10-30
Lmcg Investments, LLC
NEW300—+300——$276.7K—2026-10-21
New Hampshire Trust
DECREASED300800-500-62%$772.0K$276.7K-$495.3K2026-10-20
Falcon Wealth Planning
DECREASED300330-30-9%$318.5K$276.7K-$41.7K2026-11-06
RPG Investment Advisory, LLC
DECREASED300316-16-5%$304.9K$276.7K-$28.2K2026-10-21
Diligent Investors, LLC
DECREASED300315-15-5%$304.0K$276.7K-$27.3K2026-10-21
Gilliland Jeter Wealth Management LLC
UNCHANGED30030000%$289.5K$276.7K-$12.8K2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED30030000%$272.4K$202.5K-$69.9K2026-10-21
Hudock, Inc.
INCREASED299298+1+0%$288.4K$275.9K-$12.5K2026-10-14
ARK & TLK Investments, LLC
DECREASED298325-27-8%$313.6K$274.9K-$38.8K2026-10-20
Tctc Holdings, LLC
UNCHANGED29829800%$287.6K$274.9K-$12.7K2026-11-02
Cigna Investments Inc
DECREASED297313-16-5%$302$274-$282026-10-19
MCF Advisors LLC
INCREASED295203+92+45%$196.1K$272.4K+$76.4K2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED294205+89+43%$197.8K$271.2K+$73.3K2026-10-23
May Hill Capital, LLC
DECREASED294342-48-14%$330.0K$271.2K-$58.9K2026-11-03
DT Investment Partners, LLC
UNCHANGED29329300%$282.7K$270.2K-$12.5K2026-10-27
Willner & Heller, LLC
UNCHANGED29229200%$281.3K$268.9K-$12.4K2026-10-28
Chilton Capital Management LLC
UNCHANGED29029000%$279.9K$267.5K-$12.4K2026-10-28
Precedent Wealth Partners, LLC
DECREASED288396-108-27%$382.1K$265.9K-$116.2K2026-10-21
Cornerstone Advisory, LLC
INCREASED287214+73+34%$206.5K$264.7K+$58.2K2026-11-06
Cherrydale Wealth Management, LLC
UNCHANGED28728700%$277.0K$264.8K-$12.2K2026-10-20
Hidden Cove Wealth Management, LLC
INCREASED286270+16+6%$260.8K$264.0K+$3.2K2026-10-19
Summit Global Investments
INCREASED285282+3+1%$272$263-$92026-10-28
Sunbeam Capital Management, LLC
DECREASED284358-74-21%$345.7K$262.4K-$83.3K2026-11-05
Cardinal Point Capital Management ULC
INCREASED284241+43+18%$232.7K$262.4K+$29.7K2026-10-21
AGH Wealth Advisors, LLC
DECREASED284289-5-2%$278.9K$261.9K-$16.9K2026-10-26
Summit Securities Group LLC
NEW283—+283——$261.0K—2026-11-05
Tcfg Investment Advisors, LLC
INCREASED283264+19+7%$254.8K$261.0K+$6.3K2026-10-20
Main Street Group, LTD
UNCHANGED28028000%$270.2K$258.3K-$11.9K2026-10-28
Accelerate Investment Advisors LLC
DECREASED279348-69-20%$335.6K$257.2K-$78.5K2026-11-02
Bright Futures Wealth Management, Llc.
INCREASED278252+26+10%$243.2K$256.4K+$13.2K2026-10-23
MBE Wealth Management, LLC
DECREASED277279-2-1%$269.2K$255.5K-$13.7K2026-10-26
Rainier Family Wealth Inc
UNCHANGED27727700%$267.3K$255.5K-$11.8K2026-11-02
Goelzer Investment Management, Inc.
DECREASED276296-20-7%$285.6K$254.6K-$31.1K2026-10-16
SLT Holdings LLC
DECREASED275325-50-15%$313.6K$253.6K-$60.0K2026-10-15
Petros Family Wealth, LLC
DECREASED274280-6-2%$270.2K$252.7K-$17.5K2026-10-28
Mainsail Asset Management, LLC
DECREASED273287-14-5%$226.1K$219.9K-$6.2K2026-10-14
CPC Advisors, LLC
INCREASED264227+37+16%$219.1K$243.5K+$24.4K2026-10-21
Family Investment Center, Inc.
NEW262—+262——$241.3K—2026-10-19
Barings LLC
UNCHANGED26226200%$252.8K$241.7K-$11.2K2026-10-22
Harmony Asset Management LLC
DECREASED261266-5-2%$256.5K$240.5K-$15.9K2026-10-20
GFS Advisors, LLC
DECREASED2606,000-5,740-96%$250.9K$240.0K-$10.9K2026-11-03
Ehrlich Financial Group
DECREASED260268-8-3%$258.6K$239.8K-$18.8K2026-10-20
Fermata Advisors, LLC
INCREASED259257+2+1%$248.0K$238.9K-$9.1K2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED258326-68-21%$313.5K$238.0K-$75.5K2026-10-14
Integrity Wealth Advisors, Inc.
NEW257—+257——$237.0K—2026-10-29
Clear Creek Financial Management, LLC
UNCHANGED25725700%$248.0K$237.0K-$11.0K2026-10-28
Instrumental Wealth, LLC
INCREASED256249+7+3%$240.1K$236.0K-$4.1K2026-10-20
Financial & Tax Architects, LLC
UNCHANGED25525500%$246.1K$235.2K-$10.9K2026-10-15
Howard Financial Services, Ltd.
INCREASED253210+43+20%$202.7K$233.4K+$30.7K2026-10-15
Private Management Group Inc
DECREASED251340-89-26%$328.1K$231.5K-$96.6K2026-11-04
BIP Wealth, LLC
DECREASED251259-8-3%$249.9K$231.2K-$18.7K2026-10-22
WBH Advisory Inc
NEW250—+250——$230.6K—2026-11-05
OmniStar Financial Group, Inc.
NEW250—+250——$230.6K—2026-10-26
West Tower Group, LLC
UNCHANGED25025000%$241.3K$230.6K-$10.7K2026-10-14
WealthPlan Investment Management, LLC
DECREASED248375-127-34%$361.9K$228.9K-$132.9K2026-10-15
Trek Financial, LLC
DECREASED2474,928-4,681-95%$4.8M$227.8K-$4.5M2026-10-29
Rossby Financial, LCC
DECREASED246295-49-17%$284.7K$226.9K-$57.8K2026-11-05
Juncture Wealth Strategies, LLC
UNCHANGED24524500%$236.4K$226.0K-$10.4K2026-10-06
QTR Family Wealth, LLC
DECREASED243341-98-29%$329.1K$224.1K-$104.9K2026-11-02
Sutton Place Investors LLC
INCREASED243237+6+3%$228.7K$224.1K-$4.6K2026-10-20
Rise Advisors, LLC
NEW242—+242——$223.4K—2026-10-16
EdgeRock Capital LLC
NEW242—+242——$223.2K—2026-11-03
Trust Investment Advisors
NEW241—+241——$221.9K—2026-10-20
Hamilton Capital, LLC
INCREASED239235+4+2%$226.8K$220.4K-$6.3K2026-10-08
Robertson Stephens Wealth Management, LLC
INCREASED237213+24+11%$205.7K$218.5K+$12.8K2026-10-16
Garrett Wealth Advisory Group, LLC
NEW236—+236——$217.7K—2026-10-22
World Equity Group, Inc.
DECREASED236815-579-71%$786.5K$218.0K-$568.5K2026-10-14
Ballast Rock Private Wealth LLC
UNCHANGED23623600%$227.8K$217.7K-$10.1K2026-10-26
West Branch Capital LLC
UNCHANGED23623600%$227.7K$217.7K-$10.1K2026-10-20
Burk Holdings LLC
DECREASED235350-115-33%$337.8K$216.8K-$121.0K2026-11-05
Maltin Wealth Management, Inc.
DECREASED235300-65-22%$289.5K$217.0K-$72.5K2026-10-13
Foundation Wealth Management, Llc\pa
INCREASED234233+1+0%$224.8K$215.8K-$9.0K2026-10-14
Commonwealth Retirement Investments LLC
UNCHANGED23423400%$225.8K$215.8K-$10.0K2026-10-26
Embree Financial Group
DECREASED231275-44-16%$265.4K$213.1K-$52.3K2026-10-22
Quadrant Private Wealth Management, LLC
INCREASED230210+20+10%$202.8K$212.4K+$9.6K2026-11-04
Novem Group
DECREASED230248-18-7%$239.3K$212.1K-$27.2K2026-10-19
Headland Capital, LLC
INCREASED230224+6+3%$216.2K$212.1K-$4.0K2026-11-06
Ballast, Inc.
UNCHANGED23023000%$222.0K$212.1K-$9.8K2026-10-20
Abound Wealth Management
INCREASED22871+157+221%$68.1K$209.9K+$141.8K2026-10-26
First Growth Capital LLC
INCREASED228223+5+2%$215.2K$210.3K-$4.9K2026-10-15
Wealthstar Advisors, LLC
UNCHANGED22822800%$220.0K$210.3K-$9.7K2026-10-19
Amplius Wealth Advisors, LLC
DECREASED227242-15-6%$233.5K$209.4K-$24.2K2026-10-20
Orin Green Financial, LLC
UNCHANGED22722700%$219.1K$209.4K-$9.7K2026-10-19
Cutler Investment Counsel LLC
NEW225—+225——$207.7K—2026-10-28
Smithbridge Asset Management Inc
UNCHANGED22522500%$217.1K$207.5K-$9.6K2026-10-19
Wealthcare Capital Partners, LLC
UNCHANGED22522500%$217.4K$207.9K-$9.5K2026-10-21
Adelphi Trust Co
DECREASED224357-133-37%$344.5K$206.6K-$137.9K2026-10-05
Lantz Financial LLC
DECREASED222238-16-7%$229.7K$204.8K-$24.9K2026-10-15
Phillips Financial Management, LLC
INCREASED222216+6+3%$208.4K$204.8K-$3.7K2026-10-19
Essex Bank
INCREASED222220+2+1%$212.3K$204.8K-$7.5K2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED218357-139-39%$344.5K$201.3K-$143.2K2026-10-23
Quadcap Wealth Management, LLC
DECREASED218246-28-11%$237.4K$201.1K-$36.3K2026-11-02
Fortitude Family Office, LLC
INCREASED217134+83+62%$129.3K$200.1K+$70.8K2026-10-14
Traphagen Investment Advisors LLC
DECREASED217267-50-19%$257.7K$200.1K-$57.5K2026-10-14
Blue Bell Private Wealth Management, LLC
INCREASED215212+3+1%$204.6K$198.3K-$6.3K2026-10-29
JFS Wealth Advisors, LLC
INCREASED214209+5+2%$201.7K$197.6K-$4.2K2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED21121100%$203.6K$194.6K-$9.0K2026-10-23
GoalVest Advisory LLC
UNCHANGED20620600%$198.8K$190.0K-$8.8K2026-10-02
NBH Bank
DECREASED205214-9-4%$206.5K$189.1K-$17.4K2026-11-05
MTM Investment Management, LLC
UNCHANGED20020000%$193.0K$184.5K-$8.5K2026-10-30
Archer Investment Corp
DECREASED197580-383-66%$559.7K$181.7K-$378.0K2026-11-05
AlphaCentric Advisors LLC
INCREASED197183+14+8%$176.6K$181.7K+$5.1K2026-11-03
United Financial Planning Group LLC
UNCHANGED18918900%$182.4K$174.3K-$8.1K2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED18718700%$180.5K$172.6K-$7.8K2026-10-23
Barnes Dennig Private Wealth Management LLC
INCREASED183125+58+46%$120.6K$168.8K+$48.2K2026-10-30
Wilkerson Advisory Group LLC
DECREASED183214-31-14%$206.5K$168.8K-$37.7K2026-10-20
KFG LLC
NEW180—+180——$166.0K—2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED177167+10+6%$161.2K$163.3K+$2.1K2026-11-02
Physician Wealth Advisors, Inc.
DECREASED177185-8-4%$178.1K$163.6K-$14.6K2026-10-20
Bochk Asset Management Ltd
INCREASED16940+129+323%$38.6K$155.9K+$117.3K2026-10-29
Western Pacific Wealth Management, LP
INCREASED165110+55+50%$106.2K$152.2K+$46.0K2026-10-16
Birchwood Financial Partners, Inc.
INCREASED153150+3+2%$144.8K$141.1K-$3.6K2026-11-02
Center for Financial Planning, Inc.
INCREASED15280+72+90%$77.2K$140.2K+$63.0K2026-10-26
Owl Creek Wealth Partners LLC
DECREASED147162-15-9%$156.3K$135.6K-$20.7K2026-10-20
Rosenberg Matthew Hamilton
INCREASED145107+38+36%$103.3K$133.7K+$30.5K2026-10-05
United Community Bank
UNCHANGED14414400%$139.0K$132.8K-$6.1K2026-10-28
Buck Wealth Strategies, LLC
DECREASED142153-11-7%$147.6K$131.0K-$16.7K2026-10-28
Reyes Financial Architecture, Inc.
NEW133—+133——$122.7K—2026-10-22
Entrust Financial LLC
DECREASED131207-76-37%$199.8K$120.8K-$78.9K2026-11-04
Trust Co of Vermont
INCREASED12856+72+129%$54.0K$118.1K+$64.0K2026-10-21
Meriwether Wealth & Planning, LLC
NEW121—+121——$111.6K—2026-10-13
Bell Investment Advisors, Inc
INCREASED118111+7+6%$107.1K$108.8K+$1.7K2026-10-29
Wolff Wiese Magana LLC
INCREASED110106+4+4%$102.3K$101.5K-$8322026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED11011000%$106.2K$101.5K-$4.7K2026-10-20
Armstrong Advisory Group, Inc
INCREASED108105+3+3%$101.3K$99.6K-$1.7K2026-10-09
Salomon & Ludwin, LLC
INCREASED106103+3+3%$94.3K$97.8K+$3.5K2026-10-29
IMG Wealth Management, Inc.
UNCHANGED10510500%$101.3K$96.8K-$4.5K2026-10-27
Reap Financial Group, LLC
UNCHANGED10110100%$97.5K$93.2K-$4.3K2026-11-02
Hughes Financial Services, LLC
UNCHANGED10010000%$96.5K$70.2K-$26.3K2026-10-30
Hurley Capital, LLC
UNCHANGED10010000%$96.5K$92.2K-$4.3K2026-11-05
Berbice Capital Management LLC
UNCHANGED10010000%$96.5K$92.2K-$4.3K2026-10-13
Arlington Trust Co LLC
INCREASED9868+30+44%$65.6K$90.4K+$24.8K2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED979700%$93.6K$89.5K-$4.1K2026-10-16
Financial Perspectives, Inc
DECREASED92123-31-25%$118.7K$85.0K-$33.7K2026-11-03
Concord Wealth Partners
UNCHANGED818100%$78.2K$74.7K-$3.5K2026-11-02
UMB Private Wealth Management, LLC
NEW78—+78——$71.9K—2026-10-19
Catalyst Capital Advisors LLC
INCREASED7673+3+4%$70.4K$70.1K-$3472026-11-02
Manchester Capital Management LLC
DECREASED75113-38-34%$109.0K$69.2K-$39.9K2026-10-22
Hilton Head Capital Partners, LLC
INCREASED7429+45+155%$28.0K$68.3K+$40.3K2026-10-23
Mosley Wealth Management
INCREASED673+64+2133%$2.9K$46.3K+$43.4K2026-10-16
GHP Investment Advisors, Inc.
DECREASED6678-12-15%$75.3K$60.9K-$14.4K2026-10-15
Financial Consulate, Inc
INCREASED6463+1+2%$60.8K$59.0K-$1.8K2026-10-23
Align Financial, LLC
INCREASED6057+3+5%$55.0K$55.3K+$3352026-10-16
Private Wealth Management Group, LLC
DECREASED5964-5-8%$61.8K$54.4K-$7.3K2026-10-19
Washington Trust Advisors, Inc.
DECREASED5865-7-11%$62.5K$53.2K-$9.2K2026-10-22
Redwood Park Advisors LLC
NEW57—+57——$52.6K—2026-11-02
James T. Borello RIA
INCREASED5756+1+2%$54.0K$52.6K-$1.5K2026-10-16
Atwood & Palmer Inc
UNCHANGED555500%$53.1K$50.7K-$2.3K2026-10-08
Intesa Sanpaolo Wealth Management
UNCHANGED535300%$51.1K$48.9K-$2.3K2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED5042+8+19%$40.5K$46.2K+$5.6K2026-11-03
Costello Asset Management, Inc
UNCHANGED505000%$48.3K$46.1K-$2.1K2026-10-30
Eurizon SLJ Capital Ltd
NEW49—+49——$45.2K—2026-11-06
Activest Wealth Management
INCREASED4948+1+2%$46.3K$45.2K-$1.1K2026-10-15
Avion Wealth
INCREASED4948+1+2%$46$45-$12026-11-04
Capital Advisors, Ltd. LLC
INCREASED4640+6+15%$39$42+$32026-10-27
Laurel Wealth Advisors LLC
NEW45—+45——$41.5K—2026-10-27
Creative Capital Management Investments LLC
INCREASED4522+23+105%$21.2K$41.5K+$20.3K2026-10-28
One River Asset Management, LLC
INCREASED4530+15+50%$29.0K$41.5K+$12.6K2026-10-21
Retirement Wealth Solutions LLC
INCREASED4229+13+45%$28.0K$38.7K+$10.8K2026-10-07
Winch Advisory Services, LLC
UNCHANGED414100%$39.4K$37.7K-$1.7K2026-11-06
Triumph Capital Management
DECREASED3860-22-37%$57.9K$35.0K-$22.9K2026-10-14
TFC Financial Management, Inc.
INCREASED375+32+640%$4.8K$34.1K+$29.3K2026-10-26
Bangor Savings Bank
DECREASED3641-5-12%$39.6K$33.2K-$6.4K2026-10-06
Proathlete Wealth Management LLC
INCREASED351+34+3400%$965$32.3K+$31.3K2026-10-15
Vima LLC
UNCHANGED343400%$32.8K$31.4K-$1.4K2026-10-23
Decker Retirement Planning Inc.
DECREASED325,744-5,712-99%$5.5M$29.5K-$5.5M2026-10-19
High Note Wealth, LLC
INCREASED3122+9+41%$21.2K$28.6K+$7.4K2026-10-27
Highline Wealth Partners LLC
INCREASED3020+10+50%$19.3K$27.7K+$8.4K2026-10-19
Vision Financial Markets LLC
UNCHANGED303000%$27.5K$27.9K+$4362026-10-22
First Pacific Financial
UNCHANGED303000%$29.1K$27.8K-$1.3K2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED303000%$29.0K$27.7K-$1.3K2026-10-28
Marquette Asset Management, LLC
UNCHANGED303000%$29.0K$27.7K-$1.3K2026-10-09
Signature Equity Partners, LLC
INCREASED296+23+383%$5.8K$26.8K+$21.0K2026-10-29
Silver Grove Financial Group, Inc.
INCREASED2817+11+65%$16.4K$25.8K+$9.4K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED282800%$27.0K$25.8K-$1.2K2026-11-02
Sterling Capital Management LLC
UNCHANGED282800%$27.0K$25.8K-$1.2K2026-10-22
Bare Financial Services, Inc
INCREASED2622+4+18%$21.2K$24.0K+$2.8K2026-11-04
Olistico Wealth, LLC
UNCHANGED252500%$24.1K$23.1K-$1.1K2026-10-05
Ares Financial Consulting, LLC
INCREASED2420+4+20%$19.3K$22.1K+$2.8K2026-10-19
Elevation Wealth Partners, LLC
INCREASED2318+5+28%$17.4K$21.2K+$3.8K2026-10-07
Addison Advisors LLC
UNCHANGED222200%$21.2K$20.3K-$9382026-11-06
Prudent Man Investment Management, Inc.
NEW20—+20——$18.4K—2026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED202000%$19.3K$18.4K-$8532026-10-07
Cape Investment Advisory, Inc.
INCREASED197+12+171%$6.8K$17.5K+$10.8K2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED1915+4+27%$14.5K$17.5K+$3.1K2026-10-27
Tompkins Financial Corp
UNCHANGED181800%$17.4K$16.6K-$7682026-10-05
Dynamic Wealth Strategies, LLC
UNCHANGED181800%$17.4K$16.6K-$7682026-10-16
Maseco LLP
NEW17—+17——$15.7K—2026-10-27
Bank of New Hampshire
NEW17—+17——$15.7K—2026-10-06
Planning Strategies Inc.
INCREASED1716+1+6%$15.4K$15.7K+$2402026-10-02
Trifecta Capital Advisors, LLC
DECREASED1718-1-6%$17.4K$15.7K-$1.7K2026-10-21
Mascoma Wealth Management LLC
UNCHANGED161600%$15.4K$14.8K-$6832026-10-23
Global Trust Asset Management, LLC
DECREASED1585-70-82%$82.0K$13.8K-$68.2K2026-10-19
Clark Wealth Partners
INCREASED1512+3+25%$11.6K$13.8K+$2.3K2026-10-19
Valued Wealth Advisors LLC
DECREASED1315-2-13%$14.5K$12.0K-$2.5K2026-11-05
Gleason Group, Inc.
UNCHANGED131300%$12.5K$12.0K-$5552026-10-15
Strengthening Families & Communities, LLC
UNCHANGED131300%$12.7K$12.1K-$5512026-10-21
Kings Path Partners LLC
NEW12—+12——$11.1K—2026-10-21
American Capital Advisory, LLC
INCREASED1110+1+10%$9.7K$10.1K+$4962026-10-28
Montag A & Associates Inc
NEW10—+10——$9.2K—2026-10-29
Lloyd Advisory Services, Llc.
UNCHANGED101000%$9.4K$9.1K-$3152026-11-02
Toth Financial Advisory Corp
NEW8—+8——$7.4K—2026-10-08
Three Bridge Wealth Advisors, LLC
NEW7—+7——$6.5K—2026-11-05
DecisionPoint Financial, LLC
INCREASED73+4+133%$2.7K$6.6K+$3.9K2026-10-27
Breakwater Investment Management
INCREASED74+3+75%$3.9K$6.5K+$2.6K2026-10-20
Tsfg, LLC
UNCHANGED7700%$7$6-$12026-10-23
Quaker Wealth Management, LLC
UNCHANGED7700%$6.8K$6.5K-$2982026-10-22
Torren Management, LLC
UNCHANGED7700%$7.1K$6.7K-$3062026-10-29
Moisand Fitzgerald Tamayo, LLC
NEW6—+6——$5.5K—2026-10-15
Gilpin Wealth Management, LLC
NEW6—+6——$5.5K—2026-10-09
Nvest Wealth Strategies, Inc.
INCREASED63+3+100%$2.9K$5.5K+$2.6K2026-10-14
Aspect Partners, LLC
DECREASED68-2-25%$7.7K$5.5K-$2.2K2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED6600%$5.8K$5.5K-$2562026-10-30
Davis Capital Management
UNCHANGED6600%$5.8K$5.5K-$2562026-10-08
10Elms LLP
NEW5—+5——$4.6K—2026-11-06
Caitong International Asset Management Co., Ltd
DECREASED513,592-13,587-100%$13.1M$4.6K-$13.1M2026-10-29
Latitude Advisors, LLC
NEW4—+4——$3.7K—2026-10-27
Smallwood Wealth Investment Management, LLC
NEW4—+4——$3.7K—2026-10-30
Downshift Financial, LLC
INCREASED43+1+33%$2.9K$3.7K+$7942026-10-13
PayPay Securities Corp
DECREASED45-1-20%$4.8K$3.7K-$1.1K2026-10-27
Tounjian Advisory Partners, LLC
UNCHANGED4400%$3.8K$3.5K-$2892026-11-04
Navigoe, LLC
UNCHANGED4400%$3$3$02026-11-04
WestEnd Advisors, LLC
UNCHANGED4400%$3.9K$3.7K-$1712026-10-27
Nvwm, LLC
UNCHANGED3300%$2.9K$2.8K-$1282026-10-14
Jnba Financial Advisors
NEW2—+2——$1.8K—2026-11-03
First Bancorp, Inc
NEW2—+2——$1.8K—2026-10-26
Fairscale Capital, LLC
NEW1—+1——$645—2026-11-04
Godsey & Gibb, Inc
NEW1—+1——$923—2026-10-14
3 Factor Indexing, LLC
UNCHANGED1100%$965$923-$422026-10-15
Princeton Global Asset Management LLC
UNCHANGED1100%$965$922-$432026-10-21
Noble Wealth Management PBC
UNCHANGED1100%$965$922-$432026-10-01
Maryland Capital Advisors Inc.
UNCHANGED1100%$965$923-$422026-10-15
Amanah Holdings Trust
CLOSED0289,774-289,774-100%$279.6M$0-$279.6M2026-10-23
Imc-Chicago, LLC
CLOSED036,749-36,749-100%$35.5M$0-$35.5M2026-11-05
Ariose Capital Management Ltd
CLOSED027,616-27,616-100%$26.6M$0-$26.6M2026-11-02
TB Alternative Assets Ltd.
CLOSED014,652-14,652-100%$14.1M$0-$14.1M2026-10-16
Hiddenite Capital Partners LP
CLOSED010,000-10,000-100%$9.7M$0-$9.7M2026-10-29
Geneva Partners, LLC
CLOSED09,615-9,615-100%$9.3M$0-$9.3M2026-10-26
Private Advisory Group LLC
CLOSED07,211-7,211-100%$7.0M$0-$7.0M2026-11-06
Vest Financial, LLC
CLOSED05,656-5,656-100%$5.5M$0-$5.5M2026-10-21
Patton Fund Management, Inc.
CLOSED04,994-4,994-100%$4.8M$0-$4.8M2026-10-13
University of Texas S AM Investment Management Co
CLOSED04,934-4,934-100%$4.8M$0-$4.8M2026-11-03
WIN Advisors, Inc
CLOSED03,421-3,421-100%$3.3M$0-$3.3M2026-11-06
Shaker Investments LLC
CLOSED03,199-3,199-100%$3.1M$0-$3.1M2026-11-05
Oak Harvest Investment Services
CLOSED02,154-2,154-100%$2.1M$0-$2.1M2026-10-20
Q3 Asset Management
CLOSED01,813-1,813-100%$1.7K$0-$1.7K2026-11-06
Cadent Capital Advisors, LLC
CLOSED0970-970-100%$936.1K$0-$936.1K2026-10-09
Hennessy Advisors Inc
CLOSED0898-898-100%$866.6K$0-$866.6K2026-10-28
United Advisor Group, LLC
CLOSED0856-856-100%$826.0K$0-$826.0K2026-11-03
Cynosure Group, LLC
CLOSED0852-852-100%$822.2K$0-$822.2K2026-11-03
Englebert Financial Advisers, LLC
CLOSED0649-649-100%$626.3K$0-$626.3K2026-10-20
Transcendent Capital Group LLC
CLOSED0613-613-100%$592.0K$0-$592.0K2026-10-28
R Squared Ltd
CLOSED0600-600-100%$579.0K$0-$579.0K2026-11-06
Money Concepts Capital Corp
CLOSED0599-599-100%$578.0K$0-$578.0K2026-11-06
Meredith Wealth Planning
CLOSED0552-552-100%$532.5K$0-$532.5K2026-10-14
Lincoln Capital Corp
CLOSED0394-394-100%$380.2K$0-$380.2K2026-10-13
Clark Asset Management, LLC
CLOSED0379-379-100%$365.7K$0-$365.7K2026-10-19
Kestra Investment Management, LLC
CLOSED0379-379-100%$366.0K$0-$366.0K2026-11-04
WealthCare Asset Management, LLC
CLOSED0346-346-100%$333.9K$0-$333.9K2026-10-26
Atwater Malick LLC
CLOSED0337-337-100%$325.2K$0-$325.2K2026-10-15
Peachtree Investment Partners, LLC
CLOSED0330-330-100%$318.5K$0-$318.5K2026-11-05
RDA Financial Network
CLOSED0315-315-100%$303.6K$0-$303.6K2026-10-15
Independent Wealth Network Inc.
CLOSED0315-315-100%$304.0K$0-$304.0K2026-10-19
True North Advisors, LLC
CLOSED0306-306-100%$295.0K$0-$295.0K2026-10-22
Advus Financial Partners, LLC
CLOSED0300-300-100%$289.7K$0-$289.7K2026-10-20
Peak Financial Management, Inc.
CLOSED0300-300-100%$289.5K$0-$289.5K2026-10-16
Wesbanco Bank Inc
CLOSED0295-295-100%$284.7K$0-$284.7K2026-11-04
Foster Victor Wealth Advisors, LLC
CLOSED0271-271-100%$238.2K$0-$238.2K2026-10-21
Altar Rock LLC
CLOSED0269-269-100%$259.8K$0-$259.8K2026-11-06
CogentBlue Wealth Advisors, LLC
CLOSED0264-264-100%$254.8K$0-$254.8K2026-10-09
Cypress Point Wealth Management, LLC
CLOSED0257-257-100%$248.0K$0-$248.0K2026-11-03
Meridian Wealth Management, LLC
CLOSED0256-256-100%$246.9K$0-$246.9K2026-11-05
Cullen Investment Group, Ltd.
CLOSED0250-250-100%$241.3K$0-$241.3K2026-10-13
Retirement Planning Group, LLC
CLOSED0246-246-100%$237.8K$0-$237.8K2026-10-19
PTM Wealth Management, LLC
CLOSED0240-240-100%$204.4K$0-$204.4K2026-10-23
Heritage OAK Wealth Advisors LLC
CLOSED0236-236-100%$227.9K$0-$227.9K2026-10-14
Vermillion Wealth Management, Inc.
CLOSED0227-227-100%$219.1K$0-$219.1K2026-10-26
MBM Wealth Consultants, LLC
CLOSED0223-223-100%$215.2K$0-$215.2K2026-10-20
August Group Capital Ltd
CLOSED0221-221-100%$212.3K$0-$212.3K2026-10-14
Spinnaker Investment Group, LLC
CLOSED0220-220-100%$212.3K$0-$212.3K2026-10-13
Krane Financial Solutions LLC
CLOSED0216-216-100%$208.4K$0-$208.4K2026-10-30
Heritage Wealth Management, Inc.
CLOSED0214-214-100%$206.5K$0-$206.5K2026-10-28
Legacy Edge Advisors, LLC
CLOSED0213-213-100%$205.5K$0-$205.5K2026-11-06
Carson Advisory Inc.
CLOSED0212-212-100%$204.6K$0-$204.6K2026-11-06
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED0211-211-100%$204.0K$0-$204.0K2026-10-15
Private Client Services, LLC
CLOSED0211-211-100%$203.6K$0-$203.6K2026-10-02
Financial Partners Group, Inc
CLOSED0210-210-100%$203.1K$0-$203.1K2026-10-19
Wealth Management Partners, LLC
CLOSED0210-210-100%$202.7K$0-$202.7K2026-10-21
Financial Symmetry Inc
CLOSED0208-208-100%$200.7K$0-$200.7K2026-10-06
Pier 88 Investment Partners LLC
CLOSED0200-200-100%$193.0K$0-$193.0K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0194-194-100%$188.1K$0-$188.1K2026-10-14
Solstein Capital, LLC
CLOSED0125-125-100%$120.6K$0-$120.6K2026-11-02
Cornerstone Planning Group LLC
CLOSED0118-118-100%$107.4K$0-$107.4K2026-10-16
Stone House Investment Management, LLC
CLOSED0118-118-100%$113.9K$0-$113.9K2026-10-23
Kelleher Financial Advisors
CLOSED061-61-100%$58.9K$0-$58.9K2026-10-30
BankPlus Trust Department
CLOSED047-47-100%$45.4K$0-$45.4K2026-11-06
LifeSteps Financial, Inc.
CLOSED045-45-100%$43.4K$0-$43.4K2026-10-15
Merrithew & Thorsten Inc
CLOSED040-40-100%$38$0-$382026-11-06
Brooklyn FI, LLC
CLOSED016-16-100%$14.5K$0-$14.5K2026-11-05
West Paces Advisors Inc.
CLOSED013-13-100%$12.5K$0-$12.5K2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED010-10-100%$9.7K$0-$9.7K2026-10-29
Pinnacle Bancorp, Inc.
CLOSED07-7-100%$6.8K$0-$6.8K2026-10-21
Key FInancial Inc
CLOSED05-5-100%$4.8K$0-$4.8K2026-11-02
Evolution Advisers, Inc.
CLOSED02-2-100%$1$0-$12026-11-06
Plante Moran Financial Advisors, LLC
CLOSED01-1-100%$965$0-$9652026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED01-1-100%$1.3K$0-$1.3K2026-10-16
CKW Financial Group
CLOSED01-1-100%$1$0-$12026-10-29
BlackRock, Inc.
N/A—15,166,793-15,166,793-100%$14.6B———
Vanguard Capital Management LLC
N/A—14,630,067-14,630,067-100%$14.1B———
State Street Corp
N/A—9,911,669-9,911,669-100%$9.6B———
FMR LLC
N/A—8,153,134-8,153,134-100%$7.9B———
Vanguard Portfolio Management LLC
N/A—7,999,686-7,999,686-100%$7.7B———
Invesco Ltd.
N/A—7,536,880-7,536,880-100%$7.3B———
WCM Investment Management, LLC
N/A—5,320,463-5,320,463-100%$5.2B———
JPMorgan Chase & Co
N/A—5,201,103-5,201,103-100%$5.0B———
Morgan Stanley
N/A—4,720,524-4,720,524-100%$4.6B———
Capital Research Global Investors
N/A—4,326,781-4,326,781-100%$4.2B———
Goldman Sachs Group Inc
N/A—3,440,106-3,440,106-100%$3.3B———
Norges Bank
N/A—3,095,723-3,095,723-100%$3.0B———
Massachusetts Financial Services Co
N/A—2,560,276-2,560,276-100%$2.5B———
Wellington Management Group LLP
N/A—2,414,136-2,414,136-100%$2.3B———
Arrowstreet Capital, Limited Partnership
N/A—2,138,429-2,138,429-100%$2.1B———
Bank of America Corp
N/A—2,115,112-2,115,112-100%$2.0B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—2,108,402-2,108,402-100%$2.0B———
Northern Trust Corp
N/A—1,902,241-1,902,241-100%$1.8B———
Franklin Resources Inc
N/A—1,798,079-1,798,079-100%$1.7B———
Jupiter Topco LLC
N/A—1,608,436-1,608,436-100%$1.6B———
Legal & General Group Plc
N/A—1,530,731-1,530,731-100%$1.5B———
Jane Street Group, LLC
N/A—1,473,813-1,473,813-100%$1.4B———
Price T Rowe Associates Inc
N/A—1,430,343-1,430,343-100%$1.4M———
D. E. Shaw & Co., Inc.
N/A—1,354,377-1,354,377-100%$1.3B———
Charles Schwab Investment Management Inc
N/A—1,352,030-1,352,030-100%$1.3B———
AQR Capital Management LLC
N/A—1,245,371-1,245,371-100%$1.2B———
Vanguard Fiduciary Trust Co
N/A—1,233,702-1,233,702-100%$1.2B———
Royal Bank of Canada
N/A—1,044,994-1,044,994-100%$1.0B———
Capital International Investors
N/A—1,032,054-1,032,054-100%$995.9M———
Lone Pine Capital LLC
N/A—1,000,109-1,000,109-100%$965.1M———
Polar Capital Holdings Plc
N/A—984,377-984,377-100%$949.9M———
UBS Group AG
N/A—839,966-839,966-100%$810.6M———
National Pension Service
N/A—834,705-834,705-100%$805.5M———
Point72 Asset Management, L.P.
N/A—822,914-822,914-100%$794.1M———
Citadel Advisors LLC
N/A—755,495-755,495-100%$729.1M———
Trivest Advisors Ltd
N/A—737,780-737,780-100%$712.0M———
Sands Capital Management, LLC
N/A—720,741-720,741-100%$695.5M———
Value Aligned Research Advisors, LLC
N/A—709,357-709,357-100%$684.5M———
California Public Employees Retirement System
N/A—698,149-698,149-100%$673.7M———
Bank of Montreal
N/A—658,813-658,813-100%$635.8M———
Alliancebernstein L.P.
N/A—649,106-649,106-100%$254.3M———
Canada Pension Plan Investment Board
N/A—639,711-639,711-100%$617.3M———
Millennium Management LLC
N/A—633,069-633,069-100%$610.9M———
Swiss National Bank
N/A—616,040-616,040-100%$594.5M———
Nuveen, LLC
N/A—605,858-605,858-100%$584.7M———
Atalan Capital Partners, LP
N/A—573,000-573,000-100%$552.9M———
Qube Research & Technologies Ltd
N/A—552,780-552,780-100%$533.4M———
Castle Hook Partners LP
N/A—546,287-546,287-100%$527.2M———
Fi3 Financial Advisors, LLC
N/A—535,463-535,463-100%$14.2M———
Winslow Capital Management, LLC
N/A—517,006-517,006-100%$498.9M———
Vanguard Global Advisers, LLC
N/A—483,669-483,669-100%$466.7M———
First Trust Advisors LP
N/A—483,514-483,514-100%$466.6M———
BNP Paribas Financial Markets
N/A—473,888-473,888-100%$457.3M———
Sachem Head Capital Management LPA
N/A—472,000-472,000-100%$455.5M———
SG Americas Securities, LLC
N/A—461,735-461,735-100%$445.6K———
Holocene Advisors, LP
N/A—460,184-460,184-100%$444.1M———
Renaissance Technologies LLC
N/A—457,353-457,353-100%$441.3M———
BNP Paribas Asset Management Holding S.A.
N/A—449,904-449,904-100%$434.1M———
Acadian Asset Management LLC
N/A—447,945-447,945-100%$432.2K———
Voya Investment Management LLC
N/A—442,630-442,630-100%$427.1M———
Vanguard Asset Management, Ltd
N/A—433,011-433,011-100%$417.9M———
HSBC Holdings PLC
N/A—418,762-418,762-100%$401.8M———
Envestnet Asset Management Inc
N/A—398,344-398,344-100%$384.4M———
Palestra Capital Management LLC
N/A—386,123-386,123-100%$372.6M———
Wells Fargo & Company
N/A—372,329-372,329-100%$359.3M———
Ameriprise Financial Inc
N/A—368,748-368,748-100%$355.9M———
Two Sigma Investments, LP
N/A—354,816-354,816-100%$342.4M———
Raymond James Financial Inc
N/A—348,962-348,962-100%$336.7M———
California State Teachers Retirement System
N/A—328,233-328,233-100%$316.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—317,585-317,585-100%$306.0M———
Quadrature Capital Ltd
N/A—313,545-313,545-100%$302.6M———
Allianz Asset Management GmbH
N/A—304,216-304,216-100%$293.6M———
Maple Rock Capital Partners Inc.
N/A—301,162-301,162-100%$290.6M———
HRT Financial LP
N/A—300,093-300,093-100%$289.6K———
Alyeska Investment Group, L.P.
N/A—291,439-291,439-100%$281.2M———
Susquehanna International Group, LLP
N/A—288,385-288,385-100%$278.3M———
Tiger Global Management LLC
N/A—285,100-285,100-100%$275.1M———
TD Asset Management Inc
N/A—283,546-283,546-100%$273.6M———
Anther Capital Ltd
N/A—283,416-283,416-100%$273.5M———
Ensign Peak Advisors, Inc
N/A—272,913-272,913-100%$263.4M———
Clearbridge Investments, LLC
N/A—272,765-272,765-100%$263.2M———
Natixis Advisors, LLC
N/A—266,259-266,259-100%$256.9K———
Balyasny Asset Management L.P.
N/A—256,151-256,151-100%$247.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—250,187-250,187-100%$241.4M———
National Bank of Canada
N/A—248,623-248,623-100%$239.9M———
Aviva PLC
N/A—244,981-244,981-100%$236.4M———
SEI Investments Co
N/A—243,486-243,486-100%$235.0M———
Avala Global LP
N/A—235,520-235,520-100%$227.3M———
Rhumbline Advisers
N/A—229,645-229,645-100%$221.6M———
Evergreen Quality Fund GP, Ltd.
N/A—211,500-211,500-100%$204.1M———
Adage Capital Partners GP, L.L.C.
N/A—200,000-200,000-100%$193.0M———
Bridgewater Associates, LP
N/A—199,822-199,822-100%$192.8M———
Neuberger Berman Group LLC
N/A—197,863-197,863-100%$190.9M———
Nomura Asset Management Co LTD
N/A—192,732-192,732-100%$186.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—191,509-191,509-100%$184.8M———
ING Groep NV
N/A—191,477-191,477-100%$184.8M———
APG Asset Management N.V.
N/A—191,218-191,218-100%$161.4M———
Primecap Management Co
N/A—188,777-188,777-100%$182.2M———
Keystone Investors PTE LTD
N/A—188,590-188,590-100%$182.0M———
Toms Capital Investment Management LP
N/A—180,300-180,300-100%$174.0M———
Storebrand Asset Management AS
N/A—176,819-176,819-100%$170.6M———
Victory Capital Management Inc
N/A—176,615-176,615-100%$170.4M———
Korea Investment Corp
N/A—171,890-171,890-100%$165.9M———
Bessemer Group Inc
N/A—171,165-171,165-100%$165.2K———
Focus Partners Wealth
N/A—169,215-169,215-100%$163.3M———
Hawk Ridge Capital Management LP
N/A—159,320-159,320-100%$153.7M———
Stifel Financial Corp
N/A—152,692-152,692-100%$147.3M———
Capital World Investors
N/A—151,440-151,440-100%$146.1M———
Whale Rock Capital Management LLC
N/A—148,543-148,543-100%$143.3M———
Teacher Retirement System of Texas
N/A—129,005-129,005-100%$124.5M———
Danske Bank A/S
N/A—128,935-128,935-100%$124.4M———
O'shaughnessy Asset Management, LLC
N/A—127,194-127,194-100%$122.7M———
Manufacturers Life Insurance Company, the
N/A—126,359-126,359-100%$121.9M———
State of Wisconsin Investment Board
N/A—123,388-123,388-100%$119.1M———
Duquesne Family Office LLC
N/A—122,000-122,000-100%$117.7K———
AustralianSuper Pty Ltd
N/A—120,320-120,320-100%$116.1M———
Quantinno Capital Management LP
N/A—117,580-117,580-100%$113.5M———
Cetera Investment Advisers
N/A—115,785-115,785-100%$111.7M———
Rivermont Capital Management LP
N/A—113,669-113,669-100%$109.7M———
Vanguard Investments Australia, Ltd.
N/A—111,994-111,994-100%$108.1M———
American Century Companies Inc
N/A—110,924-110,924-100%$107.0M———
Handelsbanken Fonder AB
N/A—109,611-109,611-100%$105.8K———
Blue Whale Capital LLP
N/A—109,222-109,222-100%$105.4M———
Kinetic Partners Management, LP
N/A—108,897-108,897-100%$105.1M———
Fred Alger Management, LLC
N/A—108,461-108,461-100%$104.7M———
Chevy Chase Trust Holdings, LLC
N/A—108,280-108,280-100%$104.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—107,896-107,896-100%$104.1M———
LMR Partners LLP
N/A—104,600-104,600-100%$100.9M———
Marshall Wace, LLP
N/A—103,612-103,612-100%$100.0M———
Federated Hermes, Inc.
N/A—103,255-103,255-100%$99.6M———
Keywise Capital Management (HK) Ltd
N/A—102,000-102,000-100%$98.4M———
Schonfeld Strategic Advisors LLC
N/A—101,944-101,944-100%$98.4M———
Royal London Asset Management LTD
N/A—100,047-100,047-100%$96.5M———
Tidal Investments LLC
N/A—99,407-99,407-100%$95.9M———
Mariner, LLC
N/A—95,939-95,939-100%$92.6M———
Credit Agricole S A
N/A—95,873-95,873-100%$92.5M———
Jones Financial Companies Lllp
N/A—94,452-94,452-100%$85.0M———
KLP Kapitalforvaltning AS
N/A—91,955-91,955-100%$88.8M———
UBS Asset Management Americas LLC
N/A—91,889-91,889-100%$88.7M———
Rafferty Asset Management, LLC
N/A—90,937-90,937-100%$87.8M———
Panagora Asset Management Inc
N/A—83,585-83,585-100%$80.7M———
Capitolis Liquid Global Markets LLC
N/A—81,684-81,684-100%$78.8M———
Atika Capital Management LLC
N/A—79,865-79,865-100%$77.1M———
Tredje Ap-fonden
N/A—79,678-79,678-100%$76.9M———
State of Tennessee, Department of Treasury
N/A—76,180-76,180-100%$73.5M———
Nishkama Capital, LLC
N/A—75,373-75,373-100%$72.7M———
Worldquant Millennium Advisors LLC
N/A—74,875-74,875-100%$72.3M———
Osaic Holdings, Inc.
N/A—73,206-73,206-100%$70.7M———
Clear Street Group Inc.
N/A—73,123-73,123-100%$70.6M———
CI Investments Inc.
N/A—72,667-72,667-100%$70.1M———
E20 Capital Ltd
N/A—72,280-72,280-100%$69.8M———
Janney Montgomery Scott LLC
N/A—71,987-71,987-100%$69.5K———
Lazard Asset Management LLC
N/A—71,831-71,831-100%$69.3M———
Cerity Partners LLC
N/A—70,952-70,952-100%$68.5M———
Vinva Investment Management Ltd
N/A—69,655-69,655-100%$67.5M———
HighTower Advisors, LLC
N/A—69,455-69,455-100%$67.0M———
Public Sector Pension Investment Board
N/A—68,998-68,998-100%$66.6M———
Nordea Investment Management AB
N/A—68,907-68,907-100%$66.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—68,769-68,769-100%$66.4M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—68,396-68,396-100%$66.0M———
Jump Financial, LLC
N/A—67,577-67,577-100%$65.2M———
CCM Investment Advisers LLC
N/A—67,221-67,221-100%$64.9M———
Nomura Holdings Inc
N/A—64,295-64,295-100%$62.0M———
Squarepoint Ops LLC
N/A—63,882-63,882-100%$61.6M———
Life Cycle Investment Partners Ltd
N/A—63,773-63,773-100%$61.5M———
Keystone Financial Group
N/A—63,366-63,366-100%$61.1M———
Mediolanum International Funds Ltd
N/A—62,973-62,973-100%$61.0M———
Prudential PLC
N/A—62,216-62,216-100%$60.0M———
Pacer Advisors, Inc.
N/A—61,917-61,917-100%$59.8K———
Man Group plc
N/A—60,847-60,847-100%$58.7M———
Caisse de Depot ET Placement DU Quebec
N/A—60,394-60,394-100%$58.3M———
Central Asset Investments & Management Holdings (HK) Ltd
N/A—60,085-60,085-100%$58.0M———
Advisors Capital Management, LLC
N/A—59,619-59,619-100%$57.5M———
Davidson Kempner Capital Management LP
N/A—59,600-59,600-100%$57.5M———
Capital Fund Management S.A.
N/A—58,699-58,699-100%$56.6M———
FIL Ltd
N/A—56,772-56,772-100%$54.8M———
DigitalBridge Group, Inc.
N/A—55,027-55,027-100%$53.1M———
Woodline Partners LP
N/A—54,714-54,714-100%$52.8M———
Wealthfront Advisers LLC
N/A—53,393-53,393-100%$51.5M———
Northwestern Mutual Wealth Management Co
N/A—53,056-53,056-100%$51.2M———
Trexquant Investment LP
N/A—51,629-51,629-100%$49.8M———
Mercer Global Advisors Inc
N/A—51,232-51,232-100%$49.4M———
1832 Asset Management L.P.
N/A—51,226-51,226-100%$49.4M———
Westfield Capital Management Co LP
N/A—50,734-50,734-100%$49.0M———
CIBC World Market Inc.
N/A—50,725-50,725-100%$48.9M———
MML Investors Services, LLC
N/A—50,165-50,165-100%$48.4M———
Resona Asset Management Co.,Ltd.
N/A—50,123-50,123-100%$48.4M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—49,958-49,958-100%$48.2M———
Maytus Capital Management, LLC
N/A—49,000-49,000-100%$47.3M———
Twin Lakes Capital Management, LLC
N/A—48,618-48,618-100%$46.9M———
DnB Asset Management AS
N/A—48,388-48,388-100%$46.7M———
Pathstone Holdings, LLC
N/A—47,805-47,805-100%$46.2M———
MetLife Investment Management, LLC
N/A—47,641-47,641-100%$46.0M———
Navellier & Associates Inc
N/A—47,267-47,267-100%$45.6M———
GW&K Investment Management, LLC
N/A—45,883-45,883-100%$44.3K———
Prudential Financial Inc
N/A—45,510-45,510-100%$43.9M———
Mufg Securities Emea plc
N/A—45,126-45,126-100%$43.5M———
USS Investment Management Ltd
N/A—45,018-45,018-100%$43.4M———
Captrust Financial Advisors
N/A—44,913-44,913-100%$43.3M———
Advisory Services Network, LLC
N/A—44,900-44,900-100%$43.3M———
Macquarie Group LTD
N/A—44,679-44,679-100%$43.1M———
IEQ Capital, LLC
N/A—44,123-44,123-100%$42.6M———
Verition Fund Management LLC
N/A—43,540-43,540-100%$42.0M———
E Fund Management Co., Ltd.
N/A—43,312-43,312-100%$41.8M———
Sanctuary Advisors, LLC
N/A—42,792-42,792-100%$41.3M———
Rockefeller Capital Management L.P.
N/A—42,320-42,320-100%$40.8M———
Boothbay Fund Management, LLC
N/A—42,220-42,220-100%$40.7M———
Vanguard Personalized Indexing Management, LLC
N/A—41,574-41,574-100%$40.1M———
Vident Advisory, LLC
N/A—41,290-41,290-100%$39.8M———
Panoramic Capital, LLC
N/A—40,275-40,275-100%$38.9M———
Harvest Portfolios Group Inc.
N/A—39,675-39,675-100%$38.3M———
Migdal Insurance & Financial Holdings Ltd.
N/A—39,500-39,500-100%$38.2M———
Rokos Capital Management LLP
N/A—39,320-39,320-100%$37.9M———
Apis Capital Advisors, LLC
N/A—35,590-35,590-100%$34.3M———
Hancock Whitney Corp
N/A—35,255-35,255-100%$34.0M———
Talos Eurisko Asset Management LP
N/A—35,000-35,000-100%$33.8M———
Investment Management Corp of Ontario
N/A—34,916-34,916-100%$33.7M———
Intech Investment Management LLC
N/A—34,514-34,514-100%$33.3M———
Varma Mutual Pension Insurance Co
N/A—33,300-33,300-100%$32.1M———
British Columbia Investment Management Corp
N/A—32,705-32,705-100%$31.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—32,384-32,384-100%$31.3K———
CIBC Bancorp USA Inc.
N/A—32,311-32,311-100%$31.2M———
Affinity Wealth Management LLC
N/A—31,734-31,734-100%$30.6M———
Delta Global Management LP
N/A—31,035-31,035-100%$29.9M———
Omers Administration Corp
N/A—30,682-30,682-100%$29.6M———
D1 Capital Partners L.P.
N/A—30,115-30,115-100%$29.1M———
NewEdge Advisors, LLC
N/A—29,426-29,426-100%$28.4M———
LOS Angeles Capital Management LLC
N/A—29,123-29,123-100%$28.1M———
Liontrust Investment Partners LLP
N/A—29,040-29,040-100%$28.0M———
Andra Ap-fonden
N/A—28,927-28,927-100%$27.9M———
Artisan Partners Limited Partnership
N/A—28,653-28,653-100%$27.7M———
Walleye Capital LLC
N/A—27,721-27,721-100%$26.8M———
Parkwood LLC
N/A—27,492-27,492-100%$26.5K———
M&T Bank Corp
N/A—26,808-26,808-100%$25.9M———
Lifeworks Advisors, LLC
N/A—26,621-26,621-100%$25.7M———
Empowered Funds, LLC
N/A—26,031-26,031-100%$25.1M———
Maplelane Capital, LLC
N/A—25,001-25,001-100%$24.1M———
Rheos Capital Works Inc.
N/A—25,000-25,000-100%$24.1K———
Shelton Capital Management
N/A—24,760-24,760-100%$23.9M———
Picton Mahoney Asset Management
N/A—24,489-24,489-100%$23.6M———
Federation des caisses Desjardins du Quebec
N/A—24,354-24,354-100%$23.5M———
Eventide Asset Management, LLC
N/A—23,637-23,637-100%$22.8M———
Teachers Retirement System of the State of Kentucky
N/A—22,623-22,623-100%$21.8K———
Allstate Corp
N/A—22,501-22,501-100%$21.7M———
Windward Capital Management Co
N/A—22,412-22,412-100%$21.6M———
Utah Retirement Systems
N/A—22,330-22,330-100%$21.5M———
Aquatic Capital Management LLC
N/A—22,073-22,073-100%$21.3M———
Caprock Group, LLC
N/A—22,051-22,051-100%$21.3M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—21,764-21,764-100%$21.0M———
Norinchukin Bank, The
N/A—21,112-21,112-100%$20.4M———
QRG Capital Management, Inc.
N/A—21,081-21,081-100%$20.3M———
Tortoise Capital Advisors, L.L.C.
N/A—20,722-20,722-100%$20.0M———
PDT Partners, LLC
N/A—20,300-20,300-100%$19.6M———
Peak6 LLC
N/A—20,194-20,194-100%$19.5M———
Orion Porfolio Solutions, LLC
N/A—19,870-19,870-100%$19.2M———
Aragon Global Management, LP
N/A—19,043-19,043-100%$18.4M———
Untitled Investments LP
N/A—18,958-18,958-100%$18.3M———
Icon Advisers Inc
N/A—18,001-18,001-100%$17.4M———
Cvfg LLC
N/A—17,875-17,875-100%$17.2M———
BTC Capital Management, Inc.
N/A—17,789-17,789-100%$17.2M———
Night Squared LP
N/A—17,571-17,571-100%$17.0M———
Mizuho Securities USA LLC
N/A—17,555-17,555-100%$16.9M———
Hidden Lake Asset Management LP
N/A—16,877-16,877-100%$16.3M———
XTX Topco Ltd
N/A—16,735-16,735-100%$16.1M———
Lombard Odier Asset Management (Switzerland) SA
N/A—16,686-16,686-100%$16.1M———
Elo Mutual Pension Insurance Co
N/A—16,400-16,400-100%$15.8M———
Engineers Gate Manager LP
N/A—16,346-16,346-100%$15.8M———
Marex Group Ltd
N/A—16,029-16,029-100%$15.5M———
Peapack Gladstone Financial Corp
N/A—15,899-15,899-100%$15.3K———
Steward Partners Investment Advisory, LLC
N/A—15,553-15,553-100%$15.0M———
SummitTX Capital, L.P.
N/A—15,525-15,525-100%$15.0M———
Saudi Central Bank
N/A—15,290-15,290-100%$14.8M———
Cantor Fitzgerald, L. P.
N/A—15,034-15,034-100%$14.5M———
Scotia Capital Inc.
N/A—14,893-14,893-100%$14.4M———
Glenmede Trust Co NA
N/A—14,871-14,871-100%$14.4M———
Private Advisor Group, LLC
N/A—14,459-14,459-100%$14.0M———
State Board of Administration of Florida Retirement System
N/A—14,290-14,290-100%$13.8M———
Mizuho Markets Americas LLC
N/A—14,149-14,149-100%$13.7M———
AE Wealth Management LLC
N/A—13,845-13,845-100%$13.4M———
Pinnbrook Capital Management LP
N/A—13,840-13,840-100%$13.4M———
Entropy Technologies, LP
N/A—13,827-13,827-100%$13.3M———
Fortis Advisors, LLC
N/A—13,500-13,500-100%$13.0M———
Arax Advisory Partners
N/A—13,206-13,206-100%$12.7M———
Occudo Quantitative Strategies LP
N/A—12,727-12,727-100%$12.3M———
Rothschild Investment LLC
N/A—12,576-12,576-100%$12.1M———
NewEdge Wealth, LLC
N/A—12,536-12,536-100%$12.1M———
Boston Partners
N/A—12,476-12,476-100%$12.0M———
Waterloo Capital, L.P.
N/A—12,142-12,142-100%$11.7M———
Melqart Asset Management (UK) Ltd
N/A—12,107-12,107-100%$11.7M———
CreativeOne Wealth, LLC
N/A—12,059-12,059-100%$11.6M———
&partners
N/A—11,948-11,948-100%$11.5M———
MWA Asset Management
N/A—11,690-11,690-100%$11.3M———
Banque Cantonale Vaudoise
N/A—11,594-11,594-100%$11.2K———
Ameritas Investment Partners, Inc.
N/A—11,555-11,555-100%$11.2M———
NorthCoast Asset Management LLC
N/A—11,392-11,392-100%$11.0M———
Aptus Capital Advisors, LLC
N/A—11,237-11,237-100%$10.8M———
Sequoia Financial Advisors, LLC
N/A—11,139-11,139-100%$10.7M———
Silvercrest Asset Management Group LLC
N/A—11,137-11,137-100%$10.7M———
Jacobs Levy Equity Management, Inc
N/A—11,105-11,105-100%$10.7M———
Sound View Wealth Advisors Group, LLC
N/A—10,889-10,889-100%$10.5M———
Gotham Asset Management, LLC
N/A—10,760-10,760-100%$10.4M———
Saraza Management, LP
N/A—10,390-10,390-100%$10.0M———
World Investment Advisors
N/A—10,367-10,367-100%$4.3M———
Summit Financial, LLC
N/A—10,336-10,336-100%$10.0M———
Pelham Capital Ltd.
N/A—10,324-10,324-100%$10.0M———
Rodgers Brothers Inc.
N/A—10,311-10,311-100%$10.0M———
Daiichi Life Insurance Co., Ltd.
N/A—10,145-10,145-100%$9.8M———
Algert Global LLC
N/A—10,127-10,127-100%$9.8M———
Baird Financial Group, Inc.
N/A—10,117-10,117-100%$9.8M———
Alight Capital Management LP
N/A—10,000-10,000-100%$9.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—9,735-9,735-100%$9.4M———
Beacon Pointe Advisors, LLC
N/A—9,721-9,721-100%$9.4M———
Meeder Advisory Services, Inc.
N/A—9,565-9,565-100%$9.2M———
Vestcor Inc
N/A—9,544-9,544-100%$9.2K———
Williamson Legacy Group, LLC
N/A—9,503-9,503-100%$9.2M———
Mane Global Capital Management LP
N/A—9,459-9,459-100%$9.1M———
Benjamin Edwards Inc
N/A—9,367-9,367-100%$9.0M———
Persistent Asset Partners Ltd
N/A—9,265-9,265-100%$8.9M———
Catalyst Funds Management Pty Ltd
N/A—9,238-9,238-100%$8.9M———
Callan Family Office, LLC
N/A—9,224-9,224-100%$8.9M———
Beck Capital Management, LLC
N/A—9,189-9,189-100%$8.9M———
Snowden Capital Advisors LLC
N/A—9,174-9,174-100%$8.9M———
Potrero Capital Research LLC
N/A—9,117-9,117-100%$8.8M———
Employees Retirement System of Texas
N/A—9,116-9,116-100%$8.8K———
Abacus FCF Advisors LLC
N/A—9,105-9,105-100%$8.8M———
Destination Wealth Management
N/A—8,930-8,930-100%$8.6M———
Horizon Investments, LLC
N/A—8,793-8,793-100%$8.5M———
Authentikos Wealth Advisory, LLC
N/A—8,772-8,772-100%$8.5M———
Ameritas Advisory Services, LLC
N/A—8,561-8,561-100%$8.3M———
Alerus Financial NA
N/A—8,549-8,549-100%$8.2M———
Winton Group Ltd
N/A—8,256-8,256-100%$8.0M———
Trinity Legacy Partners, LLC
N/A—8,238-8,238-100%$6.1M———
Tocqueville Asset Management L.P.
N/A—8,176-8,176-100%$7.9M———
Insight Holdings Group, LLC
N/A—8,150-8,150-100%$7.9M———
KP Management LLC
N/A—8,000-8,000-100%$7.7M———
Integrated Wealth Concepts LLC
N/A—7,959-7,959-100%$7.7M———
Optimize Financial Inc.
N/A—7,916-7,916-100%$7.6M———
Sound Capital Solutions LLC
N/A—7,916-7,916-100%$7.6M———
Pettee Investors, Inc.
N/A—7,695-7,695-100%$7.4M———
Vestmark Advisory Solutions, Inc.
N/A—7,613-7,613-100%$7.3M———
Steadtrust LLC
N/A—7,480-7,480-100%$7.2M———
Penserra Capital Management LLC
N/A—7,375-7,375-100%$7.1K———
Commerce Bank
N/A—7,283-7,283-100%$7.0M———
Independent Advisor Alliance
N/A—7,237-7,237-100%$7.0M———
Metis Global Partners, LLC
N/A—7,214-7,214-100%$7.0M———
Florida Financial Advisors, LLC
N/A—7,179-7,179-100%$6.9M———
Summit Trail Advisors, LLC
N/A—7,113-7,113-100%$6.9M———
Sharpepoint LLC
N/A—7,004-7,004-100%$6.8M———
Harbour Investments, Inc.
N/A—6,973-6,973-100%$6.7M———
LGT Group Foundation
N/A—6,945-6,945-100%$6.7M———
Arvin Capital Management LP
N/A—6,928-6,928-100%$6.7M———
United Capital Financial Advisors, LLC
N/A—6,826-6,826-100%$6.6M———
CSM Advisors, LLC
N/A—6,825-6,825-100%$6.6K———
Impax Asset Management Group plc
N/A—6,756-6,756-100%$6.5M———
Mufg Securities Americas Inc.
N/A—6,754-6,754-100%$6.5M———
Advisors Asset Management, Inc.
N/A—6,683-6,683-100%$6.4M———
Albar Capital Partners LLP
N/A—6,575-6,575-100%$6.3M———
Walleye Trading LLC
N/A—6,529-6,529-100%$6.3M———
Sculptor Capital LP
N/A—6,500-6,500-100%$6.3M———
MAI Capital Management
N/A—6,457-6,457-100%$6.2M———
Coldstream Capital Management Inc
N/A—6,334-6,334-100%$6.1M———
TCW Group Inc
N/A—6,322-6,322-100%$6.1M———
Safe Harbor Fiduciary, LLC
N/A—6,306-6,306-100%$6.1M———
Polymer Capital Management (HK) LTD
N/A—6,266-6,266-100%$6.0M———
Capital International Sarl
N/A—6,242-6,242-100%$6.0M———
L & S Advisors Inc
N/A—6,229-6,229-100%$6.0M———
Blair William & Co
N/A—6,224-6,224-100%$6.0M———
Atlas Capital Advisors Inc.
N/A—6,144-6,144-100%$5.9M———
AXQ Capital, LP
N/A—6,089-6,089-100%$5.9M———
Brown Brothers Harriman & Co
N/A—6,055-6,055-100%$5.8M———
Stratos Wealth Partners, Ltd.
N/A—5,879-5,879-100%$5.7M———
OneDigital Investment Advisors LLC
N/A—5,866-5,866-100%$5.7M———
Pinnacle West Asset Management, Inc.
N/A—5,810-5,810-100%$5.6K———
Arkadios Wealth Advisors
N/A—5,786-5,786-100%$5.6M———
Equitable Holdings, Inc.
N/A—5,780-5,780-100%$5.6M———
Freestone Capital Holdings, LLC
N/A—5,737-5,737-100%$5.5M———
Tower Research Capital LLC (TRC)
N/A—5,729-5,729-100%$5.5M———
Quantbot Technologies LP
N/A—5,651-5,651-100%$5.5M———
Global Retirement Partners, LLC
N/A—5,643-5,643-100%$5.4M———
Nomura Asset Management International Inc.
N/A—5,497-5,497-100%$5.3M———
Dorsey Wright & Associates
N/A—5,454-5,454-100%$5.3M———
Sivia Capital Partners, LLC
N/A—5,400-5,400-100%$5.2M———
Affinity Investment Advisors, LLC
N/A—5,393-5,393-100%$5.2M———
New Age Alpha Advisors, LLC
N/A—5,373-5,373-100%$5.2M———
BFC Planning, Inc.
N/A—5,338-5,338-100%$5.2M———
Baader Bank Aktiengesellschaft
N/A—5,336-5,336-100%$5.1M———
Wealthspire Advisors, LLC
N/A—5,274-5,274-100%$5.1M———
SPX Gestao de Recursos Ltda
N/A—5,200-5,200-100%$5.0M———
Wahed Invest LLC
N/A—5,196-5,196-100%$5.0M———
Cresset Asset Management, LLC
N/A—5,188-5,188-100%$5.0M———
Nwam LLC
N/A—5,167-5,167-100%$5.0M———
Berkshire Asset Management LLC
N/A—5,161-5,161-100%$5.0M———
Flputnam Investment Management Co
N/A—5,101-5,101-100%$4.9M———
Twin Tree Management, LP
N/A—5,075-5,075-100%$4.9M———
Arini Capital Management Ltd
N/A—5,000-5,000-100%$4.8M———
Stevens Capital Management LP
N/A—4,982-4,982-100%$4.8K———
Dark Forest Capital Management LP
N/A—4,927-4,927-100%$4.8M———
Brown Advisory Inc
N/A—4,909-4,909-100%$4.7M———
NI Acquisitions Company, LLC
N/A—4,877-4,877-100%$246.7K———
Focus Partners Advisor Solutions, LLC
N/A—4,859-4,859-100%$4.7M———
Groupe la Francaise
N/A—4,856-4,856-100%$4.7M———
Banque Transatlantique SA
N/A—4,838-4,838-100%$4.7M———
Fora Capital, LLC
N/A—4,795-4,795-100%$4.6M———
Waverly Advisors, LLC
N/A—4,788-4,788-100%$4.6M———
Seeds Investor LLC
N/A—4,662-4,662-100%$4.5M———
Tribune Investment Group LP
N/A—4,590-4,590-100%$4.4M———
Hurricane Capital Advisors LLC
N/A—4,493-4,493-100%$4.3M———
Thoroughbred Financial Services, LLC
N/A—4,435-4,435-100%$4.3K———
PFG Investments, LLC
N/A—4,378-4,378-100%$4.2M———
Fact Capital, LP
N/A—4,356-4,356-100%$4.2M———
Stephens Inc
N/A—4,352-4,352-100%$4.2M———
Fiduciary Group, LLC
N/A—4,320-4,320-100%$4.2M———
New Paradigm Capital Management, LLC
N/A—4,200-4,200-100%$4.1M———
Kovack Advisors, Inc.
N/A—4,189-4,189-100%$3.9M———
Simmons Bank
N/A—4,157-4,157-100%$4.0M———
Onex Canada Asset Management Inc.
N/A—4,147-4,147-100%$4.0M———
Sfmg, LLC
N/A—4,101-4,101-100%$4.0M———
Marble Wealth, LLC
N/A—4,092-4,092-100%$3.9M———
Main Management ETF Advisors, LLC
N/A—4,040-4,040-100%$3.9K———
Connable Office Inc
N/A—4,008-4,008-100%$3.9M———
Pinnacle Financial Partners, Inc.
N/A—3,971-3,971-100%$3.8M———
Envestnet Portfolio Solutions, Inc.
N/A—3,940-3,940-100%$3.8M———
GTS Securities LLC
N/A—3,937-3,937-100%$3.8M———
Sumitomo Life Insurance Co
N/A—3,927-3,927-100%$3.8M———
Havemeyer Place LP
N/A—3,927-3,927-100%$3.8M———
Huntington National Bank
N/A—3,911-3,911-100%$3.8M———
Empower Advisory Group, LLC
N/A—3,896-3,896-100%$3.8M———
Pallas Capital Advisors LLC
N/A—3,872-3,872-100%$3.7M———
Armistice Capital, LLC
N/A—3,867-3,867-100%$3.7M———
Ballentine Partners, LLC
N/A—3,858-3,858-100%$3.7M———
Riverview Trust Co
N/A—3,829-3,829-100%$3.7M———
CacheTech Inc.
N/A—3,806-3,806-100%$3.7M———
Adams Wealth Management
N/A—3,806-3,806-100%$3.7M———
Ratan Capital Management LP
N/A—3,750-3,750-100%$3.6M———
Group One Trading LLC
N/A—3,740-3,740-100%$3.6M———
NorthRock Partners, LLC
N/A—3,690-3,690-100%$3.6M———
Choate Investment Advisors
N/A—3,621-3,621-100%$3.5M———
EP Wealth Advisors, LLC
N/A—3,564-3,564-100%$3.4M———
Bartlett & Co. Wealth Management LLC
N/A—3,559-3,559-100%$3.4M———
Ossiam
N/A—3,547-3,547-100%$3.4M———
Phoenix Financial Ltd.
N/A—3,488-3,488-100%$3.4M———
Geneos Wealth Management Inc.
N/A—3,479-3,479-100%$3.4M———
Fortune Financial Advisors, LLC
N/A—3,420-3,420-100%$3.3M———
Safeguard Investment Advisory Group, LLC
N/A—3,360-3,360-100%$3.2M———
Northwest & Ethical Investments L.P.
N/A—3,337-3,337-100%$3.2M———
Qsemble Capital Management, LP
N/A—3,326-3,326-100%$3.2M———
Moore Capital Management, LP
N/A—3,310-3,310-100%$3.2M———
Moneta Group Investment Advisors LLC
N/A—3,290-3,290-100%$3.2M———
Ostrum Asset Management
N/A—3,253-3,253-100%$3.1M———
Principal Securities, Inc.
N/A—3,250-3,250-100%$3.1M———
Rexford Capital Inc
N/A—3,221-3,221-100%$3.1M———
Old Mission Capital LLC
N/A—3,197-3,197-100%$3.1M———
Advisors Preferred, LLC
N/A—3,163-3,163-100%$2.6M———
Checchi Capital Advisers, LLC
N/A—3,112-3,112-100%$3.0M———
SIH Partners, Lllp
N/A—3,100-3,100-100%$3.0M———
Atom Investors LP
N/A—3,050-3,050-100%$2.9M———
Venturi Wealth Management, LLC
N/A—3,037-3,037-100%$2.9M———
Prosperity Consulting Group, LLC
N/A—2,998-2,998-100%$2.9M———
Evolutionary Tree Capital Management, LLC
N/A—2,991-2,991-100%$2.9M———
Mutual Advisors, LLC
N/A—2,919-2,919-100%$2.8M———
Next Century Growth Investors LLC
N/A—2,880-2,880-100%$2.8M———
Stance Capital LLC
N/A—2,874-2,874-100%$2.8M———
Caisse DES Depots ET Consignations
N/A—2,803-2,803-100%$2.7M———
Foundations Investment Advisors, LLC
N/A—2,796-2,796-100%$2.7M———
Bellwether Advisors, LLC
N/A—2,760-2,760-100%$2.7M———
Cambria Investment Management, L.P.
N/A—2,715-2,715-100%$2.6M———
IFG Advisory, LLC
N/A—2,708-2,708-100%$2.6M———
Southeast Asset Advisors, LLC
N/A—2,700-2,700-100%$2.6M———
Capital International LTD
N/A—2,698-2,698-100%$2.6M———
Frec Markets, Inc.
N/A—2,689-2,689-100%$2.6M———
Estate Counselors, LLC
N/A—2,671-2,671-100%$2.6M———
Great Valley Advisor Group, Inc.
N/A—2,666-2,666-100%$2.6M———
Diametric Capital, LP
N/A—2,628-2,628-100%$2.5M———
Donaldson Capital Management, LLC
N/A—2,560-2,560-100%$2.5M———
Lighthouse Investment Partners, LLC
N/A—2,487-2,487-100%$2.4M———
Himension Capital (Singapore) Pte. Ltd.
N/A—2,466-2,466-100%$2.4M———
Cahill Financial Advisors Inc
N/A—2,463-2,463-100%$2.4M———
Bridgefront Capital, LLC
N/A—2,452-2,452-100%$2.4M———
Centennial Bank
N/A—2,440-2,440-100%$2.4M———
SageView Advisory Group, LLC
N/A—2,439-2,439-100%$2.4M———
Texas Yale Capital Corp.
N/A—2,400-2,400-100%$2.3M———
KKM Financial LLC
N/A—2,377-2,377-100%$2.3M———
DV Equities, LLC
N/A—2,363-2,363-100%$2.3M———
Guggenheim Capital LLC
N/A—2,342-2,342-100%$2.3M———
Trivium Point Advisory, LLC
N/A—2,313-2,313-100%$2.2M———
RiverFront Investment Group, LLC
N/A—2,298-2,298-100%$2.2M———
J. Goldman & Co LP
N/A—2,297-2,297-100%$2.2M———
Blackstone Inc.
N/A—2,280-2,280-100%$2.2M———
LEE Johnson Capital Management, LLC
N/A—2,278-2,278-100%$2.2M———
Partners Capital Investment Group, LLP
N/A—2,254-2,254-100%$2.2M———
Composition Wealth, LLC
N/A—2,238-2,238-100%$2.2M———
Savvy Advisors, Inc.
N/A—2,215-2,215-100%$2.1M———
Kingsview Wealth Management, LLC
N/A—2,213-2,213-100%$2.1M———
Aventura Private Wealth, LLC
N/A—2,172-2,172-100%$2.1M———
Bank of Hawaii
N/A—2,163-2,163-100%$2.1M———
Tradition Wealth Management, LLC
N/A—2,157-2,157-100%$2.1M———
Syon Capital LLC
N/A—2,155-2,155-100%$2.1M———
Westpac Banking Corp
N/A—2,129-2,129-100%$2.1M———
Sciencast Management LP
N/A—2,126-2,126-100%$2.1M———
Insigneo Advisory Services, LLC
N/A—2,116-2,116-100%$2.0M———
Fortis Capital Management LLC
N/A—2,112-2,112-100%$2.0M———
Leavell Investment Management, Inc.
N/A—2,105-2,105-100%$2.0M———
Silver OAK Securities, Incorporated
N/A—2,101-2,101-100%$2.0M———
One Capital Management, LLC
N/A—2,099-2,099-100%$822.5K———
Prelude Capital Management, LLC
N/A—2,095-2,095-100%$2.0M———
Coastal Bridge Advisors, LLC
N/A—2,092-2,092-100%$2.0M———
Cozad Asset Management Inc
N/A—2,089-2,089-100%$2.0M———
Van Eck Associates Corp
N/A—2,082-2,082-100%$2.0M———
Goldstream Capital Management Ltd
N/A—2,001-2,001-100%$1.9M———
Capital International, Inc.
N/A—1,896-1,896-100%$1.8M———
Bank OZK
N/A—1,886-1,886-100%$1.8M———
GeoWealth Management, LLC
N/A—1,873-1,873-100%$1.8M———
HighVista Strategies LLC
N/A—1,870-1,870-100%$1.8M———
Hilltop Holdings Inc.
N/A—1,868-1,868-100%$1.8M———
GSA Capital Partners LLP
N/A—1,864-1,864-100%$1.8K———
Legacy Capital Group California, Inc.
N/A—1,846-1,846-100%$1.8M———
Capital Advisors Inc
N/A—1,823-1,823-100%$1.8M———
Smartleaf Asset Management LLC
N/A—1,814-1,814-100%$1.8M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,814-1,814-100%$1.8M———
Quantum Portfolio Management LLC
N/A—1,781-1,781-100%$1.7M———
Brevan Howard Capital Management LP
N/A—1,768-1,768-100%$1.7M———
Richard W. Paul & Associates, LLC
N/A—1,767-1,767-100%$1.7M———
Spirepoint Private Client, LLC
N/A—1,749-1,749-100%$1.7M———
Anchor Bay Capital, Inc.
N/A—1,735-1,735-100%$1.4M———
Wealthedge Investment Advisors, LLC
N/A—1,735-1,735-100%$1.7M———
Graham Capital Management, L.P.
N/A—1,713-1,713-100%$1.7M———
IHT Wealth Management, LLC
N/A—1,682-1,682-100%$1.6M———
Voleon Capital Management LP
N/A—1,660-1,660-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—1,655-1,655-100%$1.6M———
Tiaa Wealth Investment Management LLC
N/A—1,648-1,648-100%$1.6M———
Driehaus Capital Management LLC
N/A—1,619-1,619-100%$1.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,607-1,607-100%$1.6M———
Counterweight Ventures, LLC
N/A—1,600-1,600-100%$1.5M———
Bull Harbor Capital LLC
N/A—1,563-1,563-100%$1.5M———
Zacks Investment Management
N/A—1,554-1,554-100%$1.5M———
Pitcairn Wealth Advisors LLC
N/A—1,551-1,551-100%$1.5M———
Science & Technology Partners, L.P.
N/A—1,544-1,544-100%$1.5M———
Polymer Capital Management (US) LLC
N/A—1,535-1,535-100%$1.5M———
Bridgewater Advisors Inc.
N/A—1,534-1,534-100%$1.2M———
Loomis Sayles & Co L P
N/A—1,518-1,518-100%$1.5M———
Fiduciary Trust Co
N/A—1,487-1,487-100%$1.4M———
Sunstone Asset Management, LP
N/A—1,480-1,480-100%$1.4M———
EWA, LLC
N/A—1,469-1,469-100%$1.4M———
Northwest Bancshares, Inc.
N/A—1,450-1,450-100%$1.4M———
Legacy Financial Advisors, Inc.
N/A—1,442-1,442-100%$1.4M———
ST Germain D J Co Inc
N/A—1,420-1,420-100%$1.4M———
Public Employees Retirement System of Ohio
N/A—1,411-1,411-100%$1.4M———
Modern Wealth Management, LLC
N/A—1,408-1,408-100%$1.4M———
Ingalls & Snyder LLC
N/A—1,405-1,405-100%$1.4K———
West Family Investments, Inc.
N/A—1,397-1,397-100%$1.3M———
USA Financial Formulas
N/A—1,393-1,393-100%$1.3M———
JAT Capital Mgmt LP
N/A—1,390-1,390-100%$1.3M———
Dorsey & Whitney Trust Co LLC
N/A—1,388-1,388-100%$1.3M———
Opal Capital LLC
N/A—1,386-1,386-100%$1.3M———
Clark Capital Management Group, Inc.
N/A—1,382-1,382-100%$1.3M———
Osmosis Investment Management UK Ltd
N/A—1,379-1,379-100%$1.3M———
One Wealth Advisors, LLC
N/A—1,370-1,370-100%$1.3M———
DRW Securities, LLC
N/A—1,369-1,369-100%$1.3M———
FOX RUN Management, L.L.C.
N/A—1,366-1,366-100%$1.3M———
Greenland Capital Management LP
N/A—1,354-1,354-100%$1.3M———
Transcend Capital Advisors, LLC
N/A—1,325-1,325-100%$1.3M———
Pure Financial Advisors, LLC
N/A—1,321-1,321-100%$1.3M———
Alteri Wealth LLC
N/A—1,314-1,314-100%$1.3M———
Meiji Yasuda Asset Management Co Ltd.
N/A—1,312-1,312-100%$1.3M———
Evolve Private Wealth, LLC
N/A—1,294-1,294-100%$1.2M———
Brookwood Investment Group LLC
N/A—1,284-1,284-100%$1.2M———
L2 Asset Management, LLC
N/A—1,280-1,280-100%$1.2M———
Empirical Asset Management, LLC
N/A—1,277-1,277-100%$1.2M———
Essex Financial Services, Inc.
N/A—1,249-1,249-100%$1.2M———
Prostatis Group LLC
N/A—1,246-1,246-100%$1.2M———
Hantz Financial Services, Inc.
N/A—1,245-1,245-100%$1.2K———
Old North State Trust, LLC
N/A—1,238-1,238-100%$1.2K———
Centiva Capital, LP
N/A—1,238-1,238-100%$1.2M———
Ascent Advisors, LLC
N/A—1,225-1,225-100%$1.1M———
Maverick Capital LTD
N/A—1,210-1,210-100%$1.2M———
Twinbeech Capital LP
N/A—1,200-1,200-100%$1.2M———
Silvant Capital Management LLC
N/A—1,187-1,187-100%$1.1M———
Fielder Capital Group LLC
N/A—1,185-1,185-100%$1.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,171-1,171-100%$1.1M———
Commerzbank Aktiengesellschaft
N/A—1,170-1,170-100%$1.1K———
Sovereign Financial Group, Inc.
N/A—1,167-1,167-100%$1.1M———
Blueshift Asset Management, LLC
N/A—1,148-1,148-100%$1.1M———
Inceptionr LLC
N/A—1,141-1,141-100%$1.1M———
Bluespring Wealth Management, LLC
N/A—1,136-1,136-100%$1.1M———
SCS Capital Management LLC
N/A—1,122-1,122-100%$1.1M———
Jackson Thornton Wealth Management, LLC
N/A—1,113-1,113-100%$1.1M———
Oxford Asset Management LLP
N/A—1,106-1,106-100%$1.1M———
Mount Lucas Management LP
N/A—1,104-1,104-100%$1.1M———
Fourth Dimension Wealth, LLC
N/A—1,103-1,103-100%$1.1M———
Centaurus Financial, Inc.
N/A—1,091-1,091-100%$1.1K———
O'Neil Global Advisors, Inc.
N/A—1,084-1,084-100%$1.0M———
Aigen Investment Management, LP
N/A—1,079-1,079-100%$1.0M———
Optiver Holding B.V.
N/A—1,076-1,076-100%$1.0M———
Atlanta Consulting Group Advisors, LLC
N/A—1,056-1,056-100%$1.0M———
Boston Family Office LLC
N/A—1,048-1,048-100%$1.0K———
Truvestments Capital LLC
N/A—1,048-1,048-100%$1.0M———
Continuum Advisory, LLC
N/A—1,031-1,031-100%$994.9K———
Advyzon Investment Management, LLC
N/A—1,027-1,027-100%$990.7K———
Everpar Advisors LLC
N/A—1,025-1,025-100%$989.1K———
ABN Amro Bank N.V.
N/A—1,021-1,021-100%$984.8K———
First Foundation Advisors
N/A—1,010-1,010-100%$974.7K———
SouthState Bank Corp
N/A—1,009-1,009-100%$973.7K———
Davis R M Inc
N/A—1,007-1,007-100%$972.7K———
First Financial Bankshares Inc
N/A—1,000-1,000-100%$965.0K———
Optas, LLC
N/A—977-977-100%$942.8K———
Fidelis Capital Partners, LLC
N/A—972-972-100%$938.0K———
Icon Wealth Advisors, LLC
N/A—970-970-100%$936.1K———
Rehmann Capital Advisory Group
N/A—967-967-100%$926.8K———
Altshuler Shaham Ltd
N/A—967-967-100%$933.2K———
Jaffetilchin Investment Partners, LLC
N/A—956-956-100%$922.6K———
Cofg Advisors, LLC
N/A—956-956-100%$922.5K———
Buffalo Business & Estate Services LTD
N/A—952-952-100%$919.1K———
Sittner & Nelson, LLC
N/A—950-950-100%$916.8K———
Kintra Wealth, LLC
N/A—949-949-100%$873.9K———
Capstone Investment Advisors, LLC
N/A—949-949-100%$915.8K———
Gladstone Institutional Advisory LLC
N/A—945-945-100%$911.9K———
SHP Wealth Management
N/A—943-943-100%$909.9K———
Defiance ETFs, LLC
N/A—933-933-100%$853.9K———
Wellspring Financial Advisors, LLC
N/A—926-926-100%$893.1K———
Western Wealth Management, LLC
N/A—921-921-100%$888.8K———
Berger Financial Group, Inc
N/A—914-914-100%$882.0K———
Inspire Advisors, LLC
N/A—908-908-100%$874.2K———
Bay Rivers Group
N/A—879-879-100%$848.2K———
Quantessence Capital LLC
N/A—872-872-100%$841.5K———
AlTi Global, Inc.
N/A—863-863-100%$832.7K———
Sandro Wealth Management LLC
N/A—857-857-100%$827.0K———
FCA Corp
N/A—850-850-100%$820.3K———
Financial Advisors Network, Inc.
N/A—840-840-100%$810.6K———
Elm Partners Management LLC
N/A—832-832-100%$802.4K———
1ST Source Bank
N/A—817-817-100%$788.4K———
Belpointe Asset Management LLC
N/A—808-808-100%$779.7K———
Ausdal Financial Partners, Inc.
N/A—807-807-100%$779.2K———
Quotient Wealth Partners, LLC
N/A—806-806-100%$778.0K———
Foster & Motley Inc
N/A—800-800-100%$772———
HHM Wealth Advisors, LLC
N/A—800-800-100%$772.0K———
Coppell Advisory Solutions LLC
N/A—799-799-100%$662.5K———
QVT Financial LP
N/A—793-793-100%$765.2K———
Heritage Trust Co
N/A—793-793-100%$765.2K———
AlphaGrep UK Ltd
N/A—787-787-100%$759.5K———
Reliant Investment Partners, LLC
N/A—776-776-100%$748.8K———
Waddell & Associates, LLC
N/A—775-775-100%$747.9K———
Bogart Wealth, LLC
N/A—759-759-100%$732.4K———
Strategic Wealth Partners, Ltd.
N/A—758-758-100%$731.3K———
Monetary Management Group Inc
N/A—750-750-100%$723.8K———
American Trust
N/A—745-745-100%$718.9K———
Cary Street Partners Investment Advisory LLC
N/A—741-741-100%$715.1K———
Leigh Baldwin & Co., LLC
N/A—740-740-100%$714.1K———
Proficio Capital Partners LLC
N/A—739-739-100%$713.1K———
MJP Associates Inc
N/A—729-729-100%$703.3K———
First Manhattan Co. Llc.
N/A—718-718-100%$693.4K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—705-705-100%$680.3K———
Thomasville National Bank
N/A—705-705-100%$680.3K———
PCM Encore, LLC
N/A—704-704-100%$679.3K———
TRB Wealth Management, LLC
N/A—694-694-100%$669.7K———
Cary Street Partners Financial LLC
N/A—688-688-100%$663.9K———
EFG International AG
N/A—685-685-100%$661.0K———
ClearAlpha Technologies LP
N/A—683-683-100%$659.1K———
CVA Family Office, LLC
N/A—682-682-100%$658.1K———
Johnson Investment Counsel Inc
N/A—671-671-100%$647.5K———
Integrated Investment Consultants, LLC
N/A—667-667-100%$643.7K———
HighPoint Advisor Group LLC
N/A—660-660-100%$637.0K———
Qtron Investments LLC
N/A—660-660-100%$636.9K———
Xcelsior Advisor Partners LLC
N/A—657-657-100%$634.4K———
OneAscent Financial Services LLC
N/A—656-656-100%$632.8K———
Keel Point, LLC
N/A—654-654-100%$631.5K———
Khazanah Nasional Berhad
N/A—647-647-100%$624.4K———
Kickstand Ventures, Llc.
N/A—642-642-100%$619.5K———
Northstar Asset Management Inc
N/A—642-642-100%$619.5K———
Precision Wealth Strategies, LLC
N/A—640-640-100%$617.6K———
Blalock Williams, LLC
N/A—636-636-100%$613.7K———
Wealth Alliance, LLC
N/A—636-636-100%$613.7K———
Johnson Financial Group, Inc.
N/A—633-633-100%$611.3K———
SBI Okasan Asset Management Co.Ltd.
N/A—632-632-100%$612.1K———
First Commonwealth Financial Corp
N/A—630-630-100%$608.0K———
Valtrion Capital Management, LLC
N/A—619-619-100%$597.2K———
Markin Volterra Fund LP
N/A—617-617-100%$595.4K———
Ironwood Investment Counsel, LLC
N/A—614-614-100%$592.5K———
SSI Investment Management LLC
N/A—610-610-100%$588.7K———
Cyber Hornet ETFs LLC
N/A—609-609-100%$587.7K———
Fullerton Fund Management Co Ltd.
N/A—602-602-100%$580.9K———
Aspen Grove Capital, LLC
N/A—601-601-100%$580.4K———
Headlands Technologies LLC
N/A—601-601-100%$580.0K———
Tumwater Wealth Management, LLC
N/A—600-600-100%$579.0K———
Knightsbridge Asset Management, LLC
N/A—596-596-100%$575.1K———
Saturna Capital Corp
N/A—593-593-100%$572.2K———
Alley Investment Management Company, LLC
N/A—591-591-100%$570.3K———
Capital Group Investment Management Pte. Ltd.
N/A—590-590-100%$569.4K———
Edmond de Rothschild Holding S.A.
N/A—589-589-100%$568.4K———
Magnetar Financial LLC
N/A—585-585-100%$564.5K———
Maridea Wealth Management LLC
N/A—580-580-100%$559.6K———
Permanens Capital L.P.
N/A—575-575-100%$555.3K———
Ancora Advisors LLCA
N/A—575-575-100%$554.9K———
Basecamp Wealth Advisors LLC
N/A—565-565-100%$545.2K———
Claris Advisors, LLC / MO /
N/A—563-563-100%$543.3K———
Transamerica Financial Advisors, LLC
N/A—546-546-100%$527.2K———
Holderness Investments Co
N/A—544-544-100%$525.0K———
Silicon Valley Capital Partners
N/A—543-543-100%$524.1K———
Fort Point Capital Partners LLC
N/A—537-537-100%$518.6K———
Red Door Wealth Management, LLC
N/A—528-528-100%$509.5K———
Frisch Financial Group, Inc.
N/A—528-528-100%$509.8K———
Sagewood Asset Management LP
N/A—527-527-100%$508.6K———
Sienna Gestion
N/A—525-525-100%$514.2K———
Drive Wealth Management, LLC
N/A—525-525-100%$507.0K———
Betterment LLC
N/A—522-522-100%$504———
Rockbridge Investment Management, LCC
N/A—521-521-100%$502.8K———
Founders Financial Alliance, LLC
N/A—518-518-100%$500.2K———
Intentional Wealth Strategies, LLC
N/A—516-516-100%$497.9K———
Mrwm Advisors, LLC
N/A—509-509-100%$491.2K———
Curi Capital, LLC
N/A—508-508-100%$490.2K———
Mayflower Financial Advisors, LLC
N/A—507-507-100%$489.3K———
Flatrock Wealth Partners LLC
N/A—506-506-100%$488.7K———
Summitry LLC
N/A—503-503-100%$485.4K———
North Dallas Bank & Trust Co
N/A—500-500-100%$482.5K———
Seaview Investment Managers LLC
N/A—500-500-100%$482.5K———
Purpose Unlimited Inc.
N/A—500-500-100%$482.5K———
Magnolia Private Wealth, LLC
N/A—494-494-100%$476.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—492-492-100%$474.7K———
Cloud Capital Management, LLC
N/A—490-490-100%$473———
TPG Financial Advisors, LLC
N/A—490-490-100%$472.9K———
LRI Investments, LLC
N/A—485-485-100%$468.0K———
Quent Capital, LLC
N/A—484-484-100%$467.1K———
SGL Investment Advisors, Inc.
N/A—484-484-100%$387.7K———
Elequin Capital, LP
N/A—483-483-100%$466.1K———
Aureus Asset Management, LLC
N/A—481-481-100%$464.2K———
Symmetry Investments LP
N/A—480-480-100%$463.2K———
Rothschild Wealth LLC
N/A—479-479-100%$462.2K———
Cambient Family Office, LLC
N/A—474-474-100%$457.7K———
Paul R. Ried Financial Group, LLC
N/A—471-471-100%$454.5K———
Prestige Wealth Management Group LLC
N/A—467-467-100%$451.0K———
First American Trust, FSB
N/A—465-465-100%$449.1K———
Wayfinding Financial, LLC
N/A—463-463-100%$447———
BlackDiamond Wealth Management, LLC
N/A—459-459-100%$367.7K———
Parus Finance (UK) Ltd
N/A—458-458-100%$442.0K———
Bridges Investment Management Inc
N/A—457-457-100%$441.0K———
Campbell & Co Investment Adviser LLC
N/A—456-456-100%$440.0K———
Groupama Asset Managment
N/A—456-456-100%$441.7K———
HTG Investment Advisors, Inc.
N/A—455-455-100%$439.1K———
J. M. Brown & Associates Inc.
N/A—453-453-100%$437.1K———
Hollencrest Capital Management
N/A—450-450-100%$434.3K———
Intrepid Financial Planning Group LLC
N/A—450-450-100%$434.3K———
Hexagon Capital Partners LLC
N/A—443-443-100%$427.5K———
Ponta Wealth Partners, LLC
N/A—442-442-100%$426.5K———
OneAscent Family Office, LLC
N/A—440-440-100%$424.8K———
Steigerwald, Gordon & Koch Inc.
N/A—440-440-100%$424.6K———
FAS Wealth Partners, Inc.
N/A—433-433-100%$417.6K———
Fortress Private Ledger, LLC
N/A—431-431-100%$415.5K———
JMN Financial LLC
N/A—428-428-100%$413.4K———
Argent Advisors, Inc.
N/A—427-427-100%$412.1K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—419-419-100%$404.3K———
Planning Alternatives LTD
N/A—417-417-100%$402.4K———
Main Street Financial Solutions, LLC
N/A—412-412-100%$397.6K———
Nicolet Bankshares Inc
N/A—409-409-100%$355.1K———
Wick Capital Partners, LLC
N/A—408-408-100%$393.7K———
RWA Wealth Partners, LLC
N/A—402-402-100%$388.0K———
Madison Asset Management, LLC
N/A—400-400-100%$386.0K———
BSW Wealth Partners
N/A—397-397-100%$383.2K———
49 Wealth Management, LLC
N/A—393-393-100%$379.7K———
Alongside, LLC
N/A—393-393-100%$379.7K———
Bouchey Financial Group, Ltd.
N/A—391-391-100%$377.5K———
Kera Capital Partners, Inc.
N/A—388-388-100%$374.4K———
Stonebridge Capital Advisors LLC
N/A—385-385-100%$371.5K———
Petra Financial Advisors Inc
N/A—383-383-100%$370.0K———
Magnolia Capital Advisors LLC
N/A—382-382-100%$368.6K———
Quattro Advisors LLC
N/A—381-381-100%$368.1K———
Edgestream Partners, L.P.
N/A—381-381-100%$367.7K———
Fukoku Mutual Life Insurance Co
N/A—380-380-100%$366.7K———
Bayesian Capital Management, LP
N/A—380-380-100%$366.7K———
Pgim Custom Harvest LLC
N/A—380-380-100%$366.7K———
M3 Advisory Group, LLC
N/A—378-378-100%$364.6K———
Quarry LP
N/A—375-375-100%$361.9K———
Consilio Wealth Advisors, LLC
N/A—371-371-100%$358.4K———
Intellectus Partners, LLC
N/A—366-366-100%$353.6K———
Stonebrook Private Inc.
N/A—361-361-100%$348.4K———
Oasis Management Co Ltd.A
N/A—360-360-100%$347.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—356-356-100%$344.5K———
SlateStone Wealth, LLC
N/A—352-352-100%$340———
Bannerstone Capital Management, LLC
N/A—348-348-100%$335.8K———
Caerus Investment Advisors, LLC
N/A—345-345-100%$332.9K———
Legacy Wealth Advisors, LLC
N/A—341-341-100%$329.1K———
FourThought Financial Partners, LLC
N/A—336-336-100%$324.2K———
Crestmont Private Wealth LLC
N/A—334-334-100%$322.3K———
Slagle Financial, LLC
N/A—332-332-100%$320.3K———
Harvest Investment Services, LLC
N/A—328-328-100%$316.5K———
Krane Funds Advisors LLC
N/A—327-327-100%$315.6K———
Parallax Volatility Advisers, L.P.
N/A—324-324-100%$312.7K———
Wall Street Financial Group, Inc.
N/A—318-318-100%$260.6K———
HM Payson & Co
N/A—309-309-100%$298.2K———
Toews Corp
N/A—306-306-100%$295.3K———
Twin Capital Management Inc
N/A—306-306-100%$295.3K———
Arrowroot Family Office, LLC
N/A—302-302-100%$291.4K———
V2 Financial group LLC
N/A—301-301-100%$290.5K———
Everstar Asset Management, LLC
N/A—300-300-100%$289.5K———
Citizens Business Bank
N/A—299-299-100%$288.5K———
Turner Financial Group, Inc.
N/A—294-294-100%$283.2K———
Infrastructure Capital Advisors, LLC
N/A—290-290-100%$279.9K———
Parkwoods Wealth Partners, LLC
N/A—287-287-100%$277.0K———
Matters Capital LLC
N/A—286-286-100%$275.6K———
Aspire Growth Partners LLC
N/A—286-286-100%$276.4K———
Kapstone Financial Advisors LLC
N/A—285-285-100%$275.0K———
Dividend Assets Capital, LLC
N/A—280-280-100%$270.2K———
New Republic Capital, LLC
N/A—278-278-100%$268.6K———
Gateway Wealth Partners, LLC
N/A—278-278-100%$268.3K———
Ethos Financial Group, LLC
N/A—275-275-100%$210.2K———
Wexford Capital LP
N/A—273-273-100%$263.4K———
Landscape Capital Management, L.L.C.
N/A—271-271-100%$261.5K———
Wealth Management Associates, Inc.
N/A—270-270-100%$260.6K———
Westmount Partners, LLC
N/A—269-269-100%$259.9K———
Smith, Moore & Co.
N/A—268-268-100%$258.7K———
Mosaic Family Wealth Partners, LLC
N/A—267-267-100%$257.7K———
Pasadena Private Wealth, LLC
N/A—262-262-100%$252.8K———
Invst, LLC
N/A—262-262-100%$253.2K———
Calton & Associates, Inc.
N/A—258-258-100%$249.0K———
Tyche Wealth Partners LLC
N/A—258-258-100%$249.0K———
nVerses Capital, LLC
N/A—255-255-100%$246.1K———
Astoria Portfolio Advisors Llc.
N/A—251-251-100%$242.2K———
Widmann Financial Services, Inc.
N/A—250-250-100%$241.3K———
Guardian Wealth Advisors, LLC / NC
N/A—249-249-100%$240.3K———
Omnia Family Wealth, LLC
N/A—249-249-100%$240.5K———
Nvest Financial, LLC
N/A—246-246-100%$237.3K———
Strategic Investment Solutions, Inc.
N/A—245-245-100%$236.4K———
Pinnacle Family Advisors, LLC
N/A—245-245-100%$236.4K———
Disciplined Investors, L.L.C.
N/A—245-245-100%$236.4K———
Atlantic Union Bankshares Corp
N/A—244-244-100%$235.5K———
iSAM Funds (UK) Ltd
N/A—240-240-100%$231.6K———
Everest Private Wealth
N/A—239-239-100%$230.6K———
New World Advisors LLC
N/A—237-237-100%$228.7K———
Strategic Investment Advisors / MI
N/A—237-237-100%$228.9K———
ODonnell Financial Services, LLC
N/A—236-236-100%$227.7K———
Potentia Wealth
N/A—235-235-100%$226.8K———
Concentrum Wealth Management
N/A—234-234-100%$225.8K———
Tiemann Investment Advisors, LLC
N/A—233-233-100%$224.8K———
FSB Premier Wealth Management, Inc.
N/A—232-232-100%$223.9K———
Clarendon Private LLC
N/A—231-231-100%$222.9K———
Palumbo Wealth Management LLC
N/A—227-227-100%$219.1K———
Granite Bay Wealth Management, LLC
N/A—227-227-100%$219———
New York State Common Retirement Fund
N/A—227-227-100%$219.1K———
Bank of the Bluegrass & Trust Co.
N/A—220-220-100%$202.9K———
Heartland Bank & Trust Co
N/A—219-219-100%$211.3K———
Proffitt & Goodson Inc
N/A—217-217-100%$209.4K———
Crawford Investment Counsel Inc
N/A—217-217-100%$209.7K———
Byrne Financial Freedom, LLC
N/A—217-217-100%$209.4K———
Planwiser Financial, LLC
N/A—216-216-100%$208.4K———
Heron Bay Capital Management
N/A—216-216-100%$208.4K———
Cedarwood Wealth LLC
N/A—214-214-100%$206.5K———
Vantus Wealth LLC
N/A—213-213-100%$205.5K———
Family Manage LLC
N/A—213-213-100%$205.5K———
Aegis Wealth Management LLC
N/A—212-212-100%$204.6K———
Brave Asset Management Inc
N/A—212-212-100%$204.6K———
Meiji Yasuda Life Insurance Co
N/A—211-211-100%$203.6K———
Lumbard & Kellner, LLC
N/A—210-210-100%$202.7K———
Corus Family Wealth Advisors
N/A—208-208-100%$200.7K———
Synergy Investment Management, LLC
N/A—186-186-100%$150.2K———
Delta Asset Management LLC
N/A—183-183-100%$176.6K———
Capula Management Ltd
N/A—182-182-100%$175.6K———
Ares Systematic Credit Ltd
N/A—173-173-100%$166.9K———
Wellington-Altus USA Inc.
N/A—140-140-100%$54.8K———
Volterra Technologies LP
N/A—135-135-100%$130.3K———
Caitlin John, LLC
N/A—130-130-100%$125.5K———
Estabrook Capital Management
N/A—127-127-100%$122.6K———
Keating Financial Advisory Services, Inc.
N/A—125-125-100%$120.6K———
Delos Wealth Advisors, LLC
N/A—120-120-100%$115.8K———
JPL Wealth Management, LLC
N/A—115-115-100%$111.0K———
Palladiem, LLC
N/A—110-110-100%$106.2K———
N.E.W. Advisory Services LLC
N/A—106-106-100%$102.3K———
Dogwood Wealth Management LLC
N/A—105-105-100%$101.3K———
McMillan Office, Inc.
N/A—100-100-100%$96.5K———
Ameriflex Group, Inc.
N/A—98-98-100%$94.6K———
Fiduciary Financial Advisors
N/A—95-95-100%$87.8K———
WealthCollab, LLC
N/A—94-94-100%$90.7K———
Boreal Capital Management LLC
N/A—89-89-100%$86.0K———
Prosperity Bancshares Inc
N/A—75-75-100%$72.4K———
Cornerstone Financial Management LLC
N/A—65-65-100%$62.7K———
Medallion Wealth Advisors, LLC
N/A—64-64-100%$61.8K———
Financial Gravity Companies, Inc.
N/A—62-62-100%$59.8K———
Smithfield Trust Co
N/A—60-60-100%$58———
Kilter Group LLC
N/A—56-56-100%$54.0K———
Bruce G. Allen Investments, LLC
N/A—52-52-100%$50.2K———
Sachetta, LLC
N/A—50-50-100%$48.2K———
Strive Financial Group,LLC
N/A—49-49-100%$47.3K———
Crewe Advisors LLC
N/A—47-47-100%$45.4K———
RiverPark Advisors, LLC
N/A—47-47-100%$45.4K———
Colonial Trust Advisors
N/A—45-45-100%$43.4K———
Osbon Capital Management LLC
N/A—43-43-100%$41.5K———
Front Row Advisors LLC
N/A—40-40-100%$32.8K———
Baillie Gifford & Co
N/A—40-40-100%$38.6K———
Tidemark, LLC
N/A—38-38-100%$36.7K———
IMA Advisory Services, Inc.
N/A—37-37-100%$35.7K———
Imprint Wealth LLC
N/A—36-36-100%$34.7K———
Allianz SE
N/A—34-34-100%$32.8K———
Ogorek Anthony Joseph
N/A—30-30-100%$28———
Park Place Capital Corp
N/A—29-29-100%$28.0K———
Rialto Wealth Management, LLC
N/A—29-29-100%$28.0K———
Dunhill Financial, LLC
N/A—25-25-100%$24.5K———
Alpha Financial Advisors, LLC
N/A—24-24-100%$23.2K———
Colonial Trust Co / SC
N/A—22-22-100%$21.5K———
Raffa Wealth Management, LLC
N/A—20-20-100%$19.3K———
Tiaa Trust, National Association
N/A—20-20-100%$19.3K———
Investors Portfolio Services LLC
N/A—19-19-100%$18.3K———
Logan Capital Management Inc
N/A—16-16-100%$15.2K———
Clal Insurance Enterprises Holdings Ltd
N/A—16-16-100%$15———
Investment Counsel Co of Nevada
N/A—14-14-100%$13.5K———
1 North Wealth Services LLC
N/A—13-13-100%$12.5K———
Vision Retirement, LLC
N/A—13-13-100%$12.6K———
BOK Financial Private Wealth, Inc.
N/A—13-13-100%$12.6K———
Avalon Trust Co
N/A—12-12-100%$11.6K———
HFM Investment Advisors, LLC
N/A—12-12-100%$11.6K———
Capital Analysts, LLC
N/A—12-12-100%$12———
Oakmont Advisory Group, LLC
N/A—11-11-100%$10.6K———
Frazier Financial Advisors, LLC
N/A—10-10-100%$9.7K———
Allied Private Wealth LLC
N/A—10-10-100%$8.6K———
1015 Capital Partners, LLC
N/A—10-10-100%$9.7K———
Bravera Wealth
N/A—8-8-100%$7.7K———
Anchor Investment Management, LLC
N/A—7-7-100%$6.8K———
Cypress Capital Management LLC (WY)
N/A—7-7-100%$6.8K———
Motco
N/A—4-4-100%$3.9K———
Mcguire Capital Advisors Inc
N/A—4-4-100%$3.9K———
VSM Wealth Advisory, LLC
N/A—4-4-100%$3.9K———
Westfuller Advisors, LLC
N/A—3-3-100%$2.9K———
Seneschal Advisors, LLC
N/A—3-3-100%$2.9K———
Copia Wealth Management
N/A—2-2-100%$1.9K———
Beaird Harris Wealth Management, LLC
N/A—2-2-100%$1.9K———
Lummis Asset Management, LP
N/A—2-2-100%$1.9K———
Cordant, Inc.
N/A—1-1-100%$493———
Glen Eagle Advisors, LLC
N/A—1-1-100%$965———
Game Plan Financial Advisors, LLC
N/A—1-1-100%$965———
Darwin Wealth Management, LLC
N/A—00—$704———
Showing 2063 of 2063 institutions