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Trane Technologies PLC (TT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares5,230,434 from 5,198,809
Change+31,625 (+1%)
Value$2.4B (-$188.5M)
Filed 2026-11-06
Amundi
INCREASED
Shares2,359,170 from 1,946,727
Change+412,443 (+21%)
Value$1.1B (+$110.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares2,251,286 from 2,272,867
Change-21,581 (-1%)
Value$1.0B (-$98.8M)
Filed 2026-11-05
Nordea Investment Management AB
DECREASED
Shares1,727,155 from 2,016,899
Change-289,744 (-14%)
Value$789.7M (-$202.9M)
Filed 2026-11-09
Fisher Asset Management, LLC
DECREASED
Shares1,515,370 from 1,720,275
Change-204,905 (-12%)
Value$684.9M (-$160.0M)
Filed 2026-11-06
Pictet Asset Management Holding SA
DECREASED
Shares1,459,546 from 1,556,734
Change-97,188 (-6%)
Value$659.7M (-$104.7M)
Filed 2026-11-03
Dimensional Fund Advisors LP
INCREASED
Shares1,068,982 from 1,066,668
Change+2,314 (+0%)
Value$483.2M (-$40.6M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares962,961 from 897,106
Change+65,855 (+7%)
Value$435.2M (-$5.4M)
Filed 2026-11-06
Swedbank AB
DECREASED
Shares943,733 from 967,025
Change-23,292 (-2%)
Value$426.6M (-$48.4M)
Filed 2026-10-27
Ninety One UK Ltd
INCREASED
Shares926,668 from 923,044
Change+3,624 (+0%)
Value$418.8M (-$34.5M)
Filed 2026-10-15
Principal Financial Group Inc
DECREASED
Shares729,786 from 820,141
Change-90,355 (-11%)
Value$329.8M (-$73.0M)
Filed 2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares580,949 from 550,997
Change+29,952 (+5%)
Value$262.6M (-$7.9M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares493,278 from 505,034
Change-11,756 (-2%)
Value$223.0M (-$25.1M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
INCREASED
Shares426,228 from 419,951
Change+6,277 (+1%)
Value$194.3K (+$22.5K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares410,130 from 400,918
Change+9,212 (+2%)
Value$185.4M (-$11.5M)
Filed 2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares396,562 from 390,646
Change+5,916 (+2%)
Value$179.0M (-$12.6M)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares345,638 from 317,529
Change+28,109 (+9%)
Value$156.3M (+$505.8K)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
INCREASED
Shares344,371 from 331,158
Change+13,213 (+4%)
Value$155.6M (-$7.0M)
Filed 2026-10-20
ABN Amro Investment Solutions
INCREASED
Shares320,144 from 305,286
Change+14,858 (+5%)
Value$144.7M (-$5.2M)
Filed 2026-10-21
Fenimore Asset Management Inc
DECREASED
Shares303,706 from 325,912
Change-22,206 (-7%)
Value$137.3M (-$22.8M)
Filed 2026-10-08
Barclays PLC
DECREASED
Shares268,414 from 379,810
Change-111,396 (-29%)
Value$121.3M (-$65.2M)
Filed 2026-11-06
Acadian Asset Management LLC
INCREASED
Shares264,135 from 239,332
Change+24,803 (+10%)
Value$119.4K (+$1.8K)
Filed 2026-11-09
Danske Bank A/S
INCREASED
Shares262,745 from 207,737
Change+55,008 (+26%)
Value$118.8M (+$16.7M)
Filed 2026-11-09
PNC Financial Services Group, Inc.
DECREASED
Shares261,758 from 263,255
Change-1,497 (-1%)
Value$118.3M (-$11.0M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares261,393 from 247,757
Change+13,636 (+6%)
Value$118.1M (-$3.5M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares251,207 from 235,316
Change+15,891 (+7%)
Value$113.5M (-$2.0M)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares226,334 from 314,602
Change-88,268 (-28%)
Value$102.3M (-$52.2M)
Filed 2026-11-09
Davenport & Co LLC
DECREASED
Shares207,317 from 211,714
Change-4,397 (-2%)
Value$93.9M (-$9.6M)
Filed 2026-10-14
Alecta Tjanstepension Omsesidigt
DECREASED
Shares206,800 from 229,400
Change-22,600 (-10%)
Value$93.5M (-$19.2M)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares204,807 from 197,299
Change+7,508 (+4%)
Value$92.6M (-$4.3M)
Filed 2026-10-16
Meyer Handelman Co
DECREASED
Shares201,579 from 202,817
Change-1,238 (-1%)
Value$91.1M (-$8.5M)
Filed 2026-10-28
MacKenzie Financial Corp
DECREASED
Shares176,736 from 249,798
Change-73,062 (-29%)
Value$79.9M (-$42.8M)
Filed 2026-11-02
AMF Tjanstepension AB
UNCHANGED
Shares174,917 from 174,917
Change0 (0%)
Value$79.1M (-$6.9M)
Filed 2026-10-22
Robeco Schweiz AG
DECREASED
Shares169,032 from 175,904
Change-6,872 (-4%)
Value$76.4M (-$10.0M)
Filed 2026-10-23
SEB Asset Management AB
DECREASED
Shares156,936 from 162,004
Change-5,068 (-3%)
Value$70.9M (-$8.6M)
Filed 2026-11-04
Strs Ohio
INCREASED
Shares155,945 from 152,538
Change+3,407 (+2%)
Value$70.5M (-$4.4M)
Filed 2026-10-30
New York State Teachers Retirement System
DECREASED
Shares154,865 from 162,886
Change-8,021 (-5%)
Value$70.0K (-$10.0K)
Filed 2026-10-22
Eurizon Capital SGR S.p.A.
DECREASED
Shares119,872 from 124,083
Change-4,211 (-3%)
Value$54.3M (-$6.5M)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares116,651 from 84,224
Change+32,427 (+39%)
Value$52.7M (+$11.4M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares116,179 from 103,986
Change+12,193 (+12%)
Value$53.3M (+$2.9M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares115,916 from 105,874
Change+10,042 (+9%)
Value$52.4M (+$391.1K)
Filed 2026-11-02
Handelsbanken Fonder AB
DECREASED
Shares112,421 from 115,268
Change-2,847 (-2%)
Value$50.8K (-$5.8K)
Filed 2026-11-09
Assenagon Asset Management S.A.
INCREASED
Shares109,959 from 12,939
Change+97,020 (+750%)
Value$49.7M (+$43.3M)
Filed 2026-10-15
ASR Vermogensbeheer N.V.
INCREASED
Shares109,678 from 102,631
Change+7,047 (+7%)
Value$49.6M (-$834.4K)
Filed 2026-10-16
Moran Wealth Management, LLC
DECREASED
Shares109,348 from 109,513
Change-165 (0%)
Value$49.4M (-$4.4M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares108,946 from 106,375
Change+2,571 (+2%)
Value$49.2M (-$3.0M)
Filed 2026-11-02
Flossbach VON Storch SE
DECREASED
Shares108,294 from 111,490
Change-3,196 (-3%)
Value$48.9M (-$5.8M)
Filed 2026-10-28
Asset Management One Co., Ltd.
DECREASED
Shares107,185 from 109,680
Change-2,495 (-2%)
Value$48.4M (-$5.4M)
Filed 2026-10-27
Daiwa Securities Group Inc.
INCREASED
Shares101,309 from 98,364
Change+2,945 (+3%)
Value$45.8M (-$2.5M)
Filed 2026-10-29
KCM Investment Advisors LLC
INCREASED
Shares96,423 from 94,156
Change+2,267 (+2%)
Value$43.6M (-$2.7M)
Filed 2026-10-27
Swiss Life Asset Management Ltd
INCREASED
Shares93,289 from 75,718
Change+17,571 (+23%)
Value$42.2M (+$5.0M)
Filed 2026-11-03
Raiffeisen Bank International AG
INCREASED
Shares92,111 from 88,961
Change+3,150 (+4%)
Value$42.0M (-$767.6K)
Filed 2026-10-28
Compagnie Lombard Odier SCmA
INCREASED
Shares91,915 from 85,394
Change+6,521 (+8%)
Value$41.5M (-$398.4K)
Filed 2026-11-04
Trillium Asset Management, LLC
DECREASED
Shares87,916 from 90,197
Change-2,281 (-3%)
Value$39.7M (-$4.6M)
Filed 2026-11-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares85,316 from 90,713
Change-5,397 (-6%)
Value$38.6M (-$6.0M)
Filed 2026-10-15
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares84,709 from 102,000
Change-17,291 (-17%)
Value$38.3M (-$11.8M)
Filed 2026-11-09
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares81,224 from 72,562
Change+8,662 (+12%)
Value$36.7M (+$1.1M)
Filed 2026-11-03
LBP AM SA
INCREASED
Shares78,623 from 62,478
Change+16,145 (+26%)
Value$35.5M (+$4.8M)
Filed 2026-11-06
KBC Group NV
DECREASED
Shares74,671 from 93,982
Change-19,311 (-21%)
Value$33.8K (-$12.4K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
INCREASED
Shares74,356 from 73,825
Change+531 (+1%)
Value$33.6M (-$2.7M)
Filed 2026-10-20
Eagle Global Advisors LLC
DECREASED
Shares73,471 from 73,845
Change-374 (-1%)
Value$33.2M (-$3.1M)
Filed 2026-11-02
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares71,150 from 68,807
Change+2,343 (+3%)
Value$32.2M (-$1.6M)
Filed 2026-11-09
State of New Jersey Common Pension Fund D
UNCHANGED
Shares71,095 from 71,095
Change0 (0%)
Value$32.1M (-$2.8M)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares68,619 from 69,143
Change-524 (-1%)
Value$31.0M (-$2.9M)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares67,959 from 67,686
Change+273 (+0%)
Value$30.7M (-$2.5M)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares66,326 from 63,945
Change+2,381 (+4%)
Value$30.0M (-$1.4M)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED
Shares65,276 from 64,576
Change+700 (+1%)
Value$29.5K (-$2.2K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares64,892 from 44,874
Change+20,018 (+45%)
Value$29.4M (+$8.8M)
Filed 2026-10-13
One Way Holdings LLC
INCREASED
Shares64,734 from 62,167
Change+2,567 (+4%)
Value$29.3M (-$1.3M)
Filed 2026-10-29
Czech National Bank
INCREASED
Shares63,218 from 62,921
Change+297 (+0%)
Value$28.6M (-$2.3M)
Filed 2026-10-13
Blvd Private Wealth, LLC
DECREASED
Shares62,751 from 62,987
Change-236 (0%)
Value$28.4M (-$2.6M)
Filed 2026-10-14
CIBC Asset Management Inc
DECREASED
Shares62,260 from 62,314
Change-54 (0%)
Value$28.1M (-$2.5M)
Filed 2026-11-05
Arizona State Retirement System
DECREASED
Shares61,413 from 61,415
Change-2 (0%)
Value$27.8M (-$2.4M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares60,913 from 62,213
Change-1,300 (-2%)
Value$27.5M (-$3.0M)
Filed 2026-10-27
Bailard, Inc.
INCREASED
Shares60,139 from 60,055
Change+84 (+0%)
Value$27.2M (-$2.3M)
Filed 2026-10-13
Provident Investment Management, Inc.
DECREASED
Shares59,219 from 63,732
Change-4,513 (-7%)
Value$26.8M (-$4.5M)
Filed 2026-10-23
J. Safra Sarasin Holding AG
DECREASED
Shares57,851 from 87,546
Change-29,695 (-34%)
Value$25.6M (+$767.8K)
Filed 2026-10-26
NBT Bank, N.A.
INCREASED
Shares56,296 from 56,001
Change+295 (+1%)
Value$25.4M (-$2.1M)
Filed 2026-10-21
IFM Investors Pty Ltd
INCREASED
Shares55,612 from 53,772
Change+1,840 (+3%)
Value$25.1M (-$1.3M)
Filed 2026-10-14
TD Waterhouse Canada Inc.
DECREASED
Shares55,313 from 133,743
Change-78,430 (-59%)
Value$25.4M (-$39.4M)
Filed 2026-10-16
Anchor Capital Advisors LLC
DECREASED
Shares54,434 from 57,777
Change-3,343 (-6%)
Value$24.6M (-$3.8M)
Filed 2026-11-05
First Nebraska Trust Co
DECREASED
Shares52,673 from 53,549
Change-876 (-2%)
Value$23.8M (-$2.5M)
Filed 2026-10-30
Crossmark Global Holdings, Inc.
INCREASED
Shares52,153 from 16,016
Change+36,137 (+226%)
Value$23.6M (+$15.7M)
Filed 2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares48,611 from 48,825
Change-214 (0%)
Value$22.0M (-$2.0M)
Filed 2026-11-03
Amalgamated Bank
DECREASED
Shares46,473 from 47,633
Change-1,160 (-2%)
Value$21.0K (-$2.4K)
Filed 2026-10-23
Retirement Systems of Alabama
DECREASED
Shares46,141 from 46,438
Change-297 (-1%)
Value$20.9M (-$2.0M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares45,619 from 31,509
Change+14,110 (+45%)
Value$20.7K (+$5.3K)
Filed 2026-11-05
Guinness Asset Management LTD
INCREASED
Shares44,515 from 32,004
Change+12,511 (+39%)
Value$20.1M (+$4.4M)
Filed 2026-11-05
Consilium Wealth Advisory, LLC
INCREASED
Shares44,456 from 44,437
Change+19 (+0%)
Value$20.1M (-$1.7M)
Filed 2026-10-14
Eulav Asset Management
DECREASED
Shares41,888 from 48,000
Change-6,112 (-13%)
Value$18.9M (-$4.6M)
Filed 2026-10-23
Neos Investment Management LLC
INCREASED
Shares40,614 from 35,682
Change+4,932 (+14%)
Value$18.4M (+$831.1K)
Filed 2026-11-04
Rakuten Investment Management, Inc.
NEW
Shares39,559
Change+39,559
Value$18.0M
Filed 2026-10-30
Isthmus Partners, LLC
DECREASED
Shares37,990 from 38,205
Change-215 (-1%)
Value$17.2M (-$1.6M)
Filed 2026-10-21
Great Lakes Retirement, Inc.
INCREASED
Shares37,968 from 37,547
Change+421 (+1%)
Value$17.2M (-$1.3M)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares37,856 from 32,621
Change+5,235 (+16%)
Value$17.1M (+$1.1M)
Filed 2026-11-04
Birch Hill Investment Advisors LLC
UNCHANGED
Shares37,502 from 37,502
Change0 (0%)
Value$17.0M (-$1.5M)
Filed 2026-10-16
Parnassus Investments, LLC
DECREASED
Shares37,356 from 38,220
Change-864 (-2%)
Value$16.9M (-$1.9M)
Filed 2026-10-22
ProShare Advisors LLC
DECREASED
Shares37,310 from 37,612
Change-302 (-1%)
Value$16.9M (-$1.6M)
Filed 2026-10-29
Aberdeen Group plc
DECREASED
Shares36,265 from 362,954
Change-326,689 (-90%)
Value$36.1M (-$142.1M)
Filed 2026-11-06
Fulcrum Capital LLC
INCREASED
Shares36,034 from 35,345
Change+689 (+2%)
Value$16.3M (-$1.1M)
Filed 2026-10-15
Generali Asset Management SPA SGR
INCREASED
Shares35,506 from 33,270
Change+2,236 (+7%)
Value$16.0M (-$292.9K)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares32,746 from 32,978
Change-232 (-1%)
Value$14.8M (-$1.4M)
Filed 2026-11-04
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares32,405 from 33,069
Change-664 (-2%)
Value$14.6M (-$1.6M)
Filed 2026-11-09
Drystone LLC
DECREASED
Shares32,248 from 32,433
Change-185 (-1%)
Value$14.6M (-$1.4M)
Filed 2026-10-30
Illinois Municipal Retirement Fund
INCREASED
Shares31,170 from 27,377
Change+3,793 (+14%)
Value$14.1M (+$641.7K)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares30,953 from 29,866
Change+1,087 (+4%)
Value$14.0M (-$678.8K)
Filed 2026-11-03
Renaissance Investment Group LLC
INCREASED
Shares30,501 from 29,345
Change+1,156 (+4%)
Value$13.8M (-$627.2K)
Filed 2026-10-28
Cullen T Bankers, Inc.
DECREASED
Shares30,331 from 30,364
Change-33 (0%)
Value$13.7M (-$1.2M)
Filed 2026-10-28
Wealthfront Advisers LLC
INCREASED
Shares30,254 from 29,241
Change+1,013 (+3%)
Value$13.7M (-$687.8K)
Filed 2026-11-09
Walter Public Investments Inc.
DECREASED
Shares30,161 from 35,978
Change-5,817 (-16%)
Value$13.6M (-$4.0M)
Filed 2026-11-05
Achmea Investment Management B.V.
DECREASED
Shares28,233 from 149,877
Change-121,644 (-81%)
Value$12.8M (+$12.7M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares27,280 from 25,761
Change+1,519 (+6%)
Value$12.3M (-$322.7K)
Filed 2026-11-02
Oregon Public Employees Retirement Fund
DECREASED
Shares27,111 from 27,171
Change-60 (0%)
Value$12.3M (-$1.1M)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares26,965 from 27,309
Change-344 (-1%)
Value$12.2M (-$1.2M)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED
Shares26,961 from 27,245
Change-284 (-1%)
Value$12.2M (-$1.2M)
Filed 2026-10-21
First American Bank
INCREASED
Shares26,688 from 26,530
Change+158 (+1%)
Value$12.1M (-$968.0K)
Filed 2026-10-27
Nemes Rush Group LLC
INCREASED
Shares26,631 from 26,424
Change+207 (+1%)
Value$12.0M (-$941.6K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
INCREASED
Shares26,236 from 26,111
Change+125 (+0%)
Value$11.9M (-$966.5K)
Filed 2026-10-27
Avanza Fonder AB
INCREASED
Shares25,512 from 21,813
Change+3,699 (+17%)
Value$11.5M (+$817.2K)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares25,147 from 23,931
Change+1,216 (+5%)
Value$11.4M (-$388.0K)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares25,097 from 25,900
Change-803 (-3%)
Value$11.3M (-$1.4M)
Filed 2026-10-15
Lowe Brockenbrough & Co Inc
DECREASED
Shares24,623 from 24,683
Change-60 (0%)
Value$11.1M (-$993.4K)
Filed 2026-11-09
Mattern Capital Management, LLC
INCREASED
Shares22,956 from 22,695
Change+261 (+1%)
Value$10.4M (-$771.2K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares22,856 from 13,875
Change+8,981 (+65%)
Value$10.3M (+$3.5M)
Filed 2026-10-16
Ninety One North America, Inc.
DECREASED
Shares22,046 from 28,417
Change-6,371 (-22%)
Value$10.0M (-$4.0M)
Filed 2026-10-15
Yousif Capital Management, LLC
DECREASED
Shares21,731 from 21,839
Change-108 (0%)
Value$9.8M (-$904.5K)
Filed 2026-10-22
Squarepoint Ops LLC
INCREASED
Shares21,309 from 10,498
Change+10,811 (+103%)
Value$9.6M (+$4.5M)
Filed 2026-11-09
State of Alaska, Department of Revenue
DECREASED
Shares20,842 from 21,660
Change-818 (-4%)
Value$9.4K (-$1.2K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares20,654 from 6,309
Change+14,345 (+227%)
Value$10.1M (+$7.0M)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED
Shares20,366 from 14,743
Change+5,623 (+38%)
Value$9.2M (+$2.0M)
Filed 2026-10-16
Roberts Wealth Advisors, LLC
DECREASED
Shares20,353 from 21,004
Change-651 (-3%)
Value$9.2M (-$1.1M)
Filed 2026-10-14
Boston Common Asset Management, LLC
INCREASED
Shares20,065 from 18,765
Change+1,300 (+7%)
Value$9.1M (-$147.6K)
Filed 2026-10-13
Firetrail Investments PTY LTD
DECREASED
Shares19,988 from 20,088
Change-100 (0%)
Value$9.1M (-$736.0K)
Filed 2026-11-05
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares19,769 from 19,180
Change+589 (+3%)
Value$8.9M (-$485.3K)
Filed 2026-11-09
Old National Bancorp
INCREASED
Shares18,927 from 14,062
Change+4,865 (+35%)
Value$8.6M (+$1.6M)
Filed 2026-10-20
Progressive Investment Management Corp
DECREASED
Shares18,608 from 18,817
Change-209 (-1%)
Value$8.4M (-$831.7K)
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares18,151 from 18,428
Change-277 (-1%)
Value$8.2M (-$847.2K)
Filed 2026-11-05
Strategic Planning Group, LLC
INCREASED
Shares18,129 from 17,740
Change+389 (+2%)
Value$8.2M (-$519.2K)
Filed 2026-10-22
Mizuho Securities USA LLC
INCREASED
Shares17,961 from 17,306
Change+655 (+4%)
Value$8.0M (-$518.1K)
Filed 2026-11-09
Savant Capital, LLC
INCREASED
Shares17,940 from 14,603
Change+3,337 (+23%)
Value$8.1M (+$1.4M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares17,890 from 17,218
Change+672 (+4%)
Value$8.1M (-$371.0K)
Filed 2026-10-21
Fruth Investment Management
DECREASED
Shares17,685 from 17,910
Change-225 (-1%)
Value$8.0K (-$803)
Filed 2026-10-13
Mill Capital Management, LLC
DECREASED
Shares17,474 from 17,629
Change-155 (-1%)
Value$7.9M (-$760.8K)
Filed 2026-10-26
City Holding Co
INCREASED
Shares17,267 from 17,215
Change+52 (+0%)
Value$7.8M (-$651.0K)
Filed 2026-10-19
King Wealth Management Group
INCREASED
Shares17,057 from 16,508
Change+549 (+3%)
Value$7.7K (-$398)
Filed 2026-11-09
Gulf International Bank (UK) Ltd
UNCHANGED
Shares16,857 from 16,857
Change0 (0%)
Value$7.6K (-$660)
Filed 2026-10-20
Kintegral Advisory, LLC
INCREASED
Shares16,589 from 16,496
Change+93 (+1%)
Value$7.5M (-$604.3K)
Filed 2026-10-16
Salem Investment Counselors Inc
UNCHANGED
Shares16,178 from 16,178
Change0 (0%)
Value$7.3M (-$633.9K)
Filed 2026-10-13
Praxis Investment Management Inc
UNCHANGED
Shares16,060 from 16,060
Change0 (0%)
Value$7.3K (-$629)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares16,030 from 15,039
Change+991 (+7%)
Value$7.2K (-$141)
Filed 2026-11-02
Cullen Investment Group, Ltd.
DECREASED
Shares15,980 from 16,986
Change-1,006 (-6%)
Value$7.6M (-$711.3K)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares15,686 from 15,060
Change+626 (+4%)
Value$7.1M (-$307.1K)
Filed 2026-10-13
Condor Capital Management
INCREASED
Shares15,231 from 15,137
Change+94 (+1%)
Value$6.9M (-$550.5K)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares15,155 from 13,339
Change+1,816 (+14%)
Value$6.9M (+$298.1K)
Filed 2026-10-29
Wesbanco Bank Inc
DECREASED
Shares14,404 from 15,155
Change-751 (-5%)
Value$6.5M (-$933.2K)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares14,241 from 14,319
Change-78 (-1%)
Value$6.4M (-$596.1K)
Filed 2026-11-05
Maryland State Retirement & Pension System
INCREASED
Shares13,516 from 11,866
Change+1,650 (+14%)
Value$6.1M (+$280.9K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares13,277 from 10,976
Change+2,301 (+21%)
Value$6.0M (+$609.6K)
Filed 2026-10-23
DE Burlo Group Inc
DECREASED
Shares13,150 from 19,250
Change-6,100 (-32%)
Value$5.9M (-$3.5M)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares13,006 from 12,539
Change+467 (+4%)
Value$5.9M (-$279.8K)
Filed 2026-11-03
Breakwater Capital Group
INCREASED
Shares12,848 from 12,643
Change+205 (+2%)
Value$5.8M (-$402.7K)
Filed 2026-10-09
Rossmore Private Capital
UNCHANGED
Shares12,608 from 12,608
Change0 (0%)
Value$5.7M (-$494.0K)
Filed 2026-10-27
Cornerstone Advisors, LLC
NEW
Shares12,605
Change+12,605
Value$5.7M
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares12,454 from 13,914
Change-1,460 (-10%)
Value$5.6K (-$1.2K)
Filed 2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares12,273 from 12,722
Change-449 (-4%)
Value$5.5M (-$701.4K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares12,114 from 10,666
Change+1,448 (+14%)
Value$5.5M (+$236.6K)
Filed 2026-10-23
Phoenix Financial Ltd.
DECREASED
Shares11,936 from 12,569
Change-633 (-5%)
Value$5.4M (-$782.9K)
Filed 2026-11-09
Great Lakes Advisors, LLC
INCREASED
Shares11,910 from 11,864
Change+46 (+0%)
Value$5.4M (-$444.0K)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares11,855 from 7,253
Change+4,602 (+63%)
Value$5.4M (+$1.8M)
Filed 2026-10-28
Hartford Investment Management Co
DECREASED
Shares11,787 from 12,232
Change-445 (-4%)
Value$5.3M (-$680.4K)
Filed 2026-11-04
Parsons Capital Management Inc
INCREASED
Shares11,714 from 11,576
Change+138 (+1%)
Value$5.3M (-$391.2K)
Filed 2026-10-28
River Wealth Advisors LLC
DECREASED
Shares11,676 from 14,007
Change-2,331 (-17%)
Value$5.3M (-$1.6M)
Filed 2026-11-09
Letson Investment Management, Inc.
DECREASED
Shares11,664 from 12,024
Change-360 (-3%)
Value$5.3M (-$633.8K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares11,587 from 11,912
Change-325 (-3%)
Value$5.2M (-$613.6K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares11,501 from 12,753
Change-1,252 (-10%)
Value$5.2M (-$1.1M)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares11,388 from 11,587
Change-199 (-2%)
Value$5.1M (-$543.9K)
Filed 2026-10-30
Wakefield Asset Management Lllp
INCREASED
Shares11,323 from 11,065
Change+258 (+2%)
Value$5.1M (-$316.9K)
Filed 2026-11-05
Shelter Rock Management, LLC
DECREASED
Shares11,127 from 11,265
Change-138 (-1%)
Value$5.1M (-$418.8K)
Filed 2026-10-09
MGO One Seven LLC
DECREASED
Shares11,094 from 12,251
Change-1,157 (-9%)
Value$5.0M (-$1.0M)
Filed 2026-10-28
New Mexico Educational Retirement Board
UNCHANGED
Shares11,048 from 11,048
Change0 (0%)
Value$5.0K (-$433)
Filed 2026-11-05
Park National Corp
DECREASED
Shares11,036 from 11,424
Change-388 (-3%)
Value$5.0M (-$623.0K)
Filed 2026-10-05
Mission Wealth Management, LP
DECREASED
Shares11,009 from 13,124
Change-2,115 (-16%)
Value$5.0M (-$1.5M)
Filed 2026-10-15
Viking Fund Management LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$5.0M (-$431.0K)
Filed 2026-10-14
Weatherly Asset Management L. P.
DECREASED
Shares10,902 from 11,154
Change-252 (-2%)
Value$4.9M (-$550.9K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares10,878 from 10,610
Change+268 (+3%)
Value$4.9M (-$292.2K)
Filed 2026-10-08
Louisiana State Employees Retirement System
DECREASED
Shares10,800 from 11,300
Change-500 (-4%)
Value$4.9M (-$668.7K)
Filed 2026-10-20
Harrell Investment Partners, LLC
DECREASED
Shares10,679 from 10,740
Change-61 (-1%)
Value$4.8M (-$448.6K)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares10,675 from 9,340
Change+1,335 (+14%)
Value$4.8M (+$237.7K)
Filed 2026-10-30
Machina Capital S.A.S.
INCREASED
Shares10,639 from 4,573
Change+6,066 (+133%)
Value$4.8M (+$2.6M)
Filed 2026-11-05
Masterinvest Kapitalanlage GmbH
DECREASED
Shares10,533 from 11,690
Change-1,157 (-10%)
Value$4.8M (-$981.0K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares10,297 from 9,441
Change+856 (+9%)
Value$4.7M (+$17.0K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares10,255 from 11,727
Change-1,472 (-13%)
Value$4.6M (-$1.1M)
Filed 2026-10-23
Argos Wealth Advisors, LLC
INCREASED
Shares9,963 from 9,961
Change+2 (+0%)
Value$4.5M (-$389.4K)
Filed 2026-11-02
AMG National Trust Bank
INCREASED
Shares9,957 from 9,804
Change+153 (+2%)
Value$4.5M (-$314.8K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares9,914 from 8,300
Change+1,614 (+19%)
Value$4.5M (+$403.8K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED
Shares9,816 from 10,023
Change-207 (-2%)
Value$4.4M (-$486.3K)
Filed 2026-10-23
Greenwood Capital Associates LLC
DECREASED
Shares9,785 from 9,853
Change-68 (-1%)
Value$4.4M (-$416.8K)
Filed 2026-10-27
Beese Fulmer Investment Management, Inc.
DECREASED
Shares9,736 from 9,968
Change-232 (-2%)
Value$4.4M (-$488.5K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares9,527 from 3,668
Change+5,859 (+160%)
Value$3.9M (+$2.1M)
Filed 2026-11-04
Stokes Capital Advisors, LLC
DECREASED
Shares9,375 from 9,405
Change-30 (0%)
Value$4.2M (-$382.0K)
Filed 2026-10-09
Canandaigua National Bank & Trust Co
DECREASED
Shares9,306 from 9,621
Change-315 (-3%)
Value$4.2M (-$519.3K)
Filed 2026-10-07
Choreo, LLC
DECREASED
Shares9,218 from 10,239
Change-1,021 (-10%)
Value$4.2M (-$862.3K)
Filed 2026-10-28
Alps Advisors Inc
INCREASED
Shares9,093 from 8,167
Change+926 (+11%)
Value$4.1M (+$98.6K)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
INCREASED
Shares9,033 from 8,956
Change+77 (+1%)
Value$4.1M (-$316.1K)
Filed 2026-11-05
Suncoast Equity Management
DECREASED
Shares8,996 from 9,838
Change-842 (-9%)
Value$4.1M (-$766.0K)
Filed 2026-11-03
Plato Investment Management Ltd
INCREASED
Shares8,875 from 8,869
Change+6 (+0%)
Value$4.0M (-$303.8K)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares8,817 from 9,082
Change-265 (-3%)
Value$4.0M (-$475.6K)
Filed 2026-11-06
Fifth Third Wealth Advisors LLC
INCREASED
Shares8,781 from 8,609
Change+172 (+2%)
Value$4.0M (-$259.4K)
Filed 2026-10-22
Virginia Retirement Systems ET Al
INCREASED
Shares8,760 from 8,600
Change+160 (+2%)
Value$4.0M (-$264.6K)
Filed 2026-10-28
Hardy Reed LLC
INCREASED
Shares8,715 from 8,675
Change+40 (+0%)
Value$3.9M (-$321.8K)
Filed 2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED
Shares8,650 from 8,096
Change+554 (+7%)
Value$3.9M (-$66.8K)
Filed 2026-10-26
Y.D. More Investments Ltd
INCREASED
Shares8,467 from 8,055
Change+412 (+5%)
Value$3.8M (+$3.8M)
Filed 2026-11-02
Lynch Asset Management, Inc.
UNCHANGED
Shares8,400 from 8,400
Change0 (0%)
Value$3.8M (-$329.1K)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED
Shares8,391 from 8,320
Change+71 (+1%)
Value$3.8M (-$293.3K)
Filed 2026-11-05
Argonautica Private Wealth Management, Inc
DECREASED
Shares8,344 from 8,394
Change-50 (-1%)
Value$3.8M (-$351.4K)
Filed 2026-11-02
Bessemer Group Inc
DECREASED
Shares8,294 from 8,480
Change-186 (-2%)
Value$3.7K (-$417)
Filed 2026-11-09
Oppenheimer & Co Inc
DECREASED
Shares8,289 from 9,322
Change-1,033 (-11%)
Value$3.7M (-$832.1K)
Filed 2026-10-26
Monument Capital Management
INCREASED
Shares8,258 from 7,926
Change+332 (+4%)
Value$3.7M (-$160.5K)
Filed 2026-10-09
Lebenthal Global Advisors, LLC
INCREASED
Shares8,254 from 7,563
Change+691 (+9%)
Value$3.7M (+$15.7K)
Filed 2026-10-28
RKL Wealth Management LLC
INCREASED
Shares8,145 from 8,068
Change+77 (+1%)
Value$3.7M (-$281.1K)
Filed 2026-10-16
Leavell Investment Management, Inc.
UNCHANGED
Shares8,078 from 8,078
Change0 (0%)
Value$3.7M (-$316.5K)
Filed 2026-11-09
D.A. Davidson & Co.
INCREASED
Shares7,887 from 7,753
Change+134 (+2%)
Value$3.6M (-$243.5K)
Filed 2026-10-28
Gamma Investing LLC
DECREASED
Shares7,884 from 7,925
Change-41 (-1%)
Value$3.6M (-$329.1K)
Filed 2026-10-08
TKG Advisors, LLC
DECREASED
Shares7,862 from 12,656
Change-4,794 (-38%)
Value$3.6M (-$2.7M)
Filed 2026-11-02
Quadrant Capital Group LLC
DECREASED
Shares7,727 from 7,824
Change-97 (-1%)
Value$3.7M (-$149.3K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares7,702 from 7,621
Change+81 (+1%)
Value$3.5M (-$261.8K)
Filed 2026-11-05
Argus Investors' Counsel, Inc.
INCREASED
Shares7,637 from 7,618
Change+19 (+0%)
Value$3.5M (-$289.9K)
Filed 2026-10-09
Huntleigh Advisors, Inc.
INCREASED
Shares7,610 from 7,570
Change+40 (+1%)
Value$3.4M (-$278.5K)
Filed 2026-11-03
Caldwell Trust Co
INCREASED
Shares7,571 from 6,747
Change+824 (+12%)
Value$3.4M (+$108.1K)
Filed 2026-10-30
Intech Investment Management LLC
INCREASED
Shares7,566 from 7,439
Change+127 (+2%)
Value$3.4M (-$234.1K)
Filed 2026-11-09
GC Wealth Management RIA, LLC
INCREASED
Shares7,558 from 7,111
Change+447 (+6%)
Value$3.4M (-$76.6K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares7,448 from 7,174
Change+274 (+4%)
Value$3.4M (-$157.2K)
Filed 2026-10-22
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares7,302 from 7,282
Change+20 (+0%)
Value$3.3M (-$276.3K)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
DECREASED
Shares7,216 from 7,713
Change-497 (-6%)
Value$3.3M (-$526.7K)
Filed 2026-11-06
PFG Advisors
INCREASED
Shares7,215 from 7,050
Change+165 (+2%)
Value$3.3M (-$201.6K)
Filed 2026-10-16
Figure 8 Investment Strategies LLC
DECREASED
Shares7,197 from 7,401
Change-204 (-3%)
Value$3.3M (-$382.2K)
Filed 2026-11-09
Brighton Jones LLC
DECREASED
Shares7,169 from 8,687
Change-1,518 (-17%)
Value$3.2M (-$1.0M)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
DECREASED
Shares7,113 from 7,188
Change-75 (-1%)
Value$3.2M (-$315.5K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares7,045 from 3,466
Change+3,579 (+103%)
Value$3.2M (+$1.5M)
Filed 2026-10-22
Valley National Advisers Inc
INCREASED
Shares6,989 from 6,739
Change+250 (+4%)
Value$3.2M (-$150.8K)
Filed 2026-10-23
Coldstream Capital Management Inc
INCREASED
Shares6,975 from 6,626
Change+349 (+5%)
Value$3.2M (-$101.8K)
Filed 2026-11-09
Montecito Bank & Trust
INCREASED
Shares6,878 from 6,718
Change+160 (+2%)
Value$3.1M (-$190.9K)
Filed 2026-10-01
North Dakota State Investment Board
INCREASED
Shares6,766 from 6,629
Change+137 (+2%)
Value$3.1M (-$197.8K)
Filed 2026-10-27
Diversified Trust Co
INCREASED
Shares6,679 from 6,641
Change+38 (+1%)
Value$3.0M (-$244.0K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares6,497 from 6,497
Change0 (0%)
Value$2.9M (-$254.6K)
Filed 2026-10-23
MCF Advisors LLC
INCREASED
Shares6,485 from 6,455
Change+30 (+0%)
Value$2.9M (-$239.3K)
Filed 2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares6,474 from 6,380
Change+94 (+1%)
Value$2.9M (-$207.5K)
Filed 2026-10-15
Invera Wealth Advisors, LLC
INCREASED
Shares6,338 from 6,216
Change+122 (+2%)
Value$2.9M (-$188.4K)
Filed 2026-10-28
First Citizens Bank & Trust Co
INCREASED
Shares6,265 from 2,250
Change+4,015 (+178%)
Value$2.8M (+$1.7M)
Filed 2026-10-14
Value Partners Investments Inc.
INCREASED
Shares6,231 from 6,177
Change+54 (+1%)
Value$2.8M (-$204.4K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares6,149 from 4,524
Change+1,625 (+36%)
Value$2.8M (+$557.2K)
Filed 2026-10-21
Baker Avenue Asset Management, LP
INCREASED
Shares6,148 from 5,618
Change+530 (+9%)
Value$2.8M (+$19.1K)
Filed 2026-11-06
Greenleaf Trust
DECREASED
Shares6,119 from 7,027
Change-908 (-13%)
Value$2.8M (-$685.7K)
Filed 2026-10-29
Hilltop National Bank
DECREASED
Shares6,104 from 6,176
Change-72 (-1%)
Value$2.8M (-$274.5K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares6,077 from 4,159
Change+1,918 (+46%)
Value$2.7M (+$708.7K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares6,004 from 5,919
Change+85 (+1%)
Value$2.7M (-$193.5K)
Filed 2026-10-08
Wedbush Securities Inc
DECREASED
Shares5,954 from 5,979
Change-25 (0%)
Value$2.7K (-$246)
Filed 2026-10-22
Montag A & Associates Inc
INCREASED
Shares5,931 from 5,899
Change+32 (+1%)
Value$2.7M (-$216.7K)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares5,898 from 4,473
Change+1,425 (+32%)
Value$2.7M (+$468.8K)
Filed 2026-10-23
Moors & Cabot, Inc.
DECREASED
Shares5,737 from 5,743
Change-6 (0%)
Value$2.6M (-$227.7K)
Filed 2026-11-06
Securian Asset Management, Inc
DECREASED
Shares5,669 from 5,897
Change-228 (-4%)
Value$2.6M (-$209.2K)
Filed 2026-11-06
V-Square Quantitative Management LLC
INCREASED
Shares5,567 from 5,419
Change+148 (+3%)
Value$2.5M (-$145.4K)
Filed 2026-10-15
Stablepoint Partners, LLC
UNCHANGED
Shares5,565 from 5,565
Change0 (0%)
Value$2.5M (-$218.0K)
Filed 2026-11-03
Sterling Capital Management LLC
DECREASED
Shares5,546 from 5,851
Change-305 (-5%)
Value$2.5M (-$367.1K)
Filed 2026-10-22
Massachusetts Wealth Management
DECREASED
Shares5,470 from 5,935
Change-465 (-8%)
Value$2.5M (-$442.7K)
Filed 2026-10-21
Essex Bank
INCREASED
Shares5,453 from 5,439
Change+14 (+0%)
Value$2.5M (-$206.8K)
Filed 2026-10-16
Penobscot Investment Management Company, Inc.
INCREASED
Shares5,442 from 5,060
Change+382 (+8%)
Value$2.5M (-$25.6K)
Filed 2026-10-26
Evergreen Capital Management LLC
DECREASED
Shares5,410 from 5,424
Change-14 (0%)
Value$2.4M (-$218.8K)
Filed 2026-10-23
Citizens Financial Group Inc
INCREASED
Shares5,385 from 4,469
Change+916 (+21%)
Value$2.4M (+$238.6K)
Filed 2026-10-23
Bank of New Hampshire
DECREASED
Shares5,379 from 5,457
Change-78 (-1%)
Value$2.4M (-$249.1K)
Filed 2026-10-06
Silvant Capital Management LLC
DECREASED
Shares5,366 from 8,265
Change-2,899 (-35%)
Value$2.4M (-$1.6M)
Filed 2026-11-09
WBI Investments, LLC
NEW
Shares5,361
Change+5,361
Value$2.4M
Filed 2026-11-05
Barlow Wealth Partners, LLC
DECREASED
Shares5,361 from 5,578
Change-217 (-4%)
Value$2.6M (-$80.3K)
Filed 2026-10-15
Aspen Investment Management Inc
DECREASED
Shares5,304 from 5,369
Change-65 (-1%)
Value$2.4K (-$240)
Filed 2026-11-05
Nilsine Partners, LLC
DECREASED
Shares5,297 from 6,325
Change-1,028 (-16%)
Value$2.4M (-$712.4K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares5,295 from 4,893
Change+402 (+8%)
Value$2.4M (-$10.0K)
Filed 2026-11-05
Partnership Wealth Management, LLC
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$2.4M (-$205.7K)
Filed 2026-10-05
Guyasuta Investment Advisors Inc
UNCHANGED
Shares5,183 from 5,183
Change0 (0%)
Value$2.3M (-$203.1K)
Filed 2026-10-15
Burney Co/
DECREASED
Shares5,170 from 5,468
Change-298 (-5%)
Value$2.3M (-$348.9K)
Filed 2026-10-15
Bowen Hanes & Co Inc
UNCHANGED
Shares5,135 from 5,135
Change0 (0%)
Value$2.3M (+$181.0K)
Filed 2026-11-09
Keystone Wealth Services, LLC
DECREASED
Shares5,129 from 5,198
Change-69 (-1%)
Value$2.3M (-$216.2K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
INCREASED
Shares4,954 from 4,562
Change+392 (+9%)
Value$2.2M (-$1.7K)
Filed 2026-10-21
Gateway Investment Advisers LLC
INCREASED
Shares4,947 from 4,013
Change+934 (+23%)
Value$2.2M (+$264.9K)
Filed 2026-10-13
TFR Capital, Llc.
INCREASED
Shares4,919 from 4,792
Change+127 (+3%)
Value$2.2M (-$130.3K)
Filed 2026-11-09
Argent Capital Management LLC
DECREASED
Shares4,878 from 5,038
Change-160 (-3%)
Value$2.2M (-$269.7K)
Filed 2026-10-05
Brown Miller Wealth Management, LLC
INCREASED
Shares4,862 from 3,364
Change+1,498 (+45%)
Value$2.2M (+$545.3K)
Filed 2026-11-02
Values First Advisors, Inc.
DECREASED
Shares4,840 from 4,930
Change-90 (-2%)
Value$2.2M (-$233.7K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares4,793 from 4,731
Change+62 (+1%)
Value$2.2M (-$157.7K)
Filed 2026-11-03
Chicago Trust Co NA
DECREASED
Shares4,729 from 4,803
Change-74 (-2%)
Value$2.1M (-$221.6K)
Filed 2026-10-28
Harfst & Associates, Inc.
INCREASED
Shares4,719 from 4,632
Change+87 (+2%)
Value$2.1M (-$142.2K)
Filed 2026-10-20
Romano Brothers and Company
DECREASED
Shares4,708 from 4,808
Change-100 (-2%)
Value$2.1M (-$233.6K)
Filed 2026-10-22
TriaGen Wealth Management LLC
DECREASED
Shares4,631 from 4,647
Change-16 (0%)
Value$2.1M (-$189.3K)
Filed 2026-10-14
BNC Wealth Management, LLC
NEW
Shares4,622
Change+4,622
Value$2.1M
Filed 2026-10-19
Trust Point Inc.
INCREASED
Shares4,616 from 4,497
Change+119 (+3%)
Value$2.1M (-$122.4K)
Filed 2026-10-27
Kanawha Capital Management LLC
DECREASED
Shares4,575 from 4,584
Change-9 (0%)
Value$2.1M (-$183.7K)
Filed 2026-10-19
Trust Investment Advisors
INCREASED
Shares4,472 from 4,196
Change+276 (+7%)
Value$2.0M (-$39.7K)
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares4,468 from 3,460
Change+1,008 (+29%)
Value$2.1M (+$434.3K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares4,376 from 4,250
Change+126 (+3%)
Value$2.0M (-$109.8K)
Filed 2026-11-04
Kane Investment Management, Inc.
DECREASED
Shares4,255 from 4,342
Change-87 (-2%)
Value$1.9M (-$209.4K)
Filed 2026-11-09
Investors Asset Management of Georgia Inc
DECREASED
Shares4,217 from 4,272
Change-55 (-1%)
Value$1.9M (-$192.2K)
Filed 2026-10-20
Ledyard National Bank
DECREASED
Shares4,187 from 5,029
Change-842 (-17%)
Value$1.9M (-$577.6K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
DECREASED
Shares4,179 from 4,210
Change-31 (-1%)
Value$1.9M (-$179.0K)
Filed 2026-10-22
Elyxium Wealth, LLC
INCREASED
Shares4,153 from 4,139
Change+14 (+0%)
Value$1.9M (-$155.8K)
Filed 2026-10-27
Keeler Thomas Management LLC
DECREASED
Shares4,126 from 4,185
Change-59 (-1%)
Value$1.9M (-$190.5K)
Filed 2026-10-29
Darden Wealth Group Inc
INCREASED
Shares4,079 from 4,071
Change+8 (+0%)
Value$1.8M (-$155.9K)
Filed 2026-11-06
Caliber Wealth Management, LLC / KS
DECREASED
Shares4,056 from 4,288
Change-232 (-5%)
Value$1.8M (-$273.0K)
Filed 2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares3,984 from 3,984
Change0 (0%)
Value$1.8M (-$156.1K)
Filed 2026-10-15
Nicholson Wealth Management Group, LLC
INCREASED
Shares3,957 from 3,848
Change+109 (+3%)
Value$1.8M (-$101.5K)
Filed 2026-11-09
Frank, Rimerman Advisors LLC
DECREASED
Shares3,934 from 4,054
Change-120 (-3%)
Value$1.8M (-$213.1K)
Filed 2026-10-16
G&S Capital LLC
DECREASED
Shares3,926 from 6,087
Change-2,161 (-35%)
Value$1.8M (-$1.2M)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares3,903 from 2,466
Change+1,437 (+58%)
Value$1.8M (+$552.9K)
Filed 2026-10-29
Confluence Wealth Services, Inc.
DECREASED
Shares3,903 from 4,285
Change-382 (-9%)
Value$1.8M (-$340.5K)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares3,896 from 3,333
Change+563 (+17%)
Value$1.8M (+$124.1K)
Filed 2026-11-05
Natural Investments, LLC
INCREASED
Shares3,893 from 3,786
Change+107 (+3%)
Value$1.8M (+$1.8M)
Filed 2026-11-06
Aspire Private Capital, LLC
UNCHANGED
Shares3,874 from 3,874
Change0 (0%)
Value$1.8M (-$151.8K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares3,809 from 3,383
Change+426 (+13%)
Value$1.8M (+$167.2K)
Filed 2026-10-09
Grove Bank & Trust
DECREASED
Shares3,789 from 3,790
Change-1 (0%)
Value$1.7M (-$148.9K)
Filed 2026-10-08
Impact Partnership Wealth, LLC
NEW
Shares3,788
Change+3,788
Value$1.7M
Filed 2026-11-09
Diversify Advisory Services, LLC
INCREASED
Shares3,716 from 3,542
Change+174 (+5%)
Value$1.7M (-$12.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares3,716 from 3,542
Change+174 (+5%)
Value$1.7M (-$12.5K)
Filed 2026-10-20
Monte Financial Group, LLC
DECREASED
Shares3,691 from 3,698
Change-7 (0%)
Value$1.7M (-$14.1K)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares3,665 from 4,353
Change-688 (-16%)
Value$1.7M (-$427.8K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares3,662 from 3,613
Change+49 (+1%)
Value$1.7M (-$119.4K)
Filed 2026-11-03
Tred Avon Family Wealth, LLC
DECREASED
Shares3,657 from 3,658
Change-1 (0%)
Value$1.7M (-$143.8K)
Filed 2026-10-20
Pine Valley Investments Ltd Liability Co
INCREASED
Shares3,647 from 3,645
Change+2 (+0%)
Value$1.6M (-$141.9K)
Filed 2026-11-09
CGN Advisors LLC
DECREASED
Shares3,632 from 3,671
Change-39 (-1%)
Value$1.6M (-$161.6K)
Filed 2026-10-21
A4 Wealth Advisors LLC
INCREASED
Shares3,612 from 3,605
Change+7 (+0%)
Value$1.6M (-$138.1K)
Filed 2026-10-20
Americana Partners, LLC
INCREASED
Shares3,576 from 3,038
Change+538 (+18%)
Value$1.6M (+$124.1K)
Filed 2026-10-28
Jacobi Capital Management LLC
DECREASED
Shares3,569 from 3,692
Change-123 (-3%)
Value$1.6M (-$200.4K)
Filed 2026-11-05
Heritage Wealth Advisors
INCREASED
Shares3,558 from 3,415
Change+143 (+4%)
Value$1.6M (-$69.2K)
Filed 2026-11-09
Marietta Wealth Management, LLC
DECREASED
Shares3,558 from 3,648
Change-90 (-2%)
Value$1.7M (-$114.9K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares3,551 from 3,791
Change-240 (-6%)
Value$1.6M (-$257.2K)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares3,518 from 2,921
Change+597 (+20%)
Value$1.6M (+$155.4K)
Filed 2026-10-27
Harbor Capital Advisors, Inc.
INCREASED
Shares3,419 from 3,405
Change+14 (+0%)
Value$1.5K (-$127)
Filed 2026-10-22
Money Concepts Capital Corp
DECREASED
Shares3,348 from 3,349
Change-1 (0%)
Value$1.5M (-$131.6K)
Filed 2026-11-06
BLB&B Advisors, LLC
DECREASED
Shares3,343 from 3,543
Change-200 (-6%)
Value$1.5M (-$229.2K)
Filed 2026-10-27
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares3,333 from 3,224
Change+109 (+3%)
Value$1.5M (-$77.1K)
Filed 2026-10-14
Clearstead Advisors, LLC
DECREASED
Shares3,304 from 3,381
Change-77 (-2%)
Value$1.5M (-$168.2K)
Filed 2026-11-06
Fiduciary Family Office, LLC
INCREASED
Shares3,281 from 2,234
Change+1,047 (+47%)
Value$1.5M (+$385.6K)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares3,281 from 2,701
Change+580 (+21%)
Value$1.5M (+$156.3K)
Filed 2026-11-04
Everhart Financial Group, Inc.
INCREASED
Shares3,280 from 3,237
Change+43 (+1%)
Value$1.5M (-$107.4K)
Filed 2026-10-08
Compass Ion Advisors, LLC
DECREASED
Shares3,274 from 3,283
Change-9 (0%)
Value$1.5M (-$132.7K)
Filed 2026-10-23
Fire Capital Management LLC
INCREASED
Shares3,237 from 2,183
Change+1,054 (+48%)
Value$1.5M (+$390.9K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares3,212 from 2,796
Change+416 (+15%)
Value$1.5M (+$78.1K)
Filed 2026-11-04
Apella Capital, LLC
DECREASED
Shares3,194 from 3,439
Change-245 (-7%)
Value$1.5M (-$143.5K)
Filed 2026-10-08
Advisory Resource Group
INCREASED
Shares3,185 from 3,105
Change+80 (+3%)
Value$1.4M (-$85.3K)
Filed 2026-10-26
Azzad Asset Management Inc
INCREASED
Shares3,175 from 1,853
Change+1,322 (+71%)
Value$1.4M (+$525.3K)
Filed 2026-11-04
Impact Capital Partners LLC
DECREASED
Shares3,165 from 3,191
Change-26 (-1%)
Value$1.4M (-$136.8K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares3,151 from 3,022
Change+129 (+4%)
Value$1.4M (-$60.1K)
Filed 2026-10-23
Nippon Life Global Investors Americas, Inc.
UNCHANGED
Shares3,140 from 3,140
Change0 (0%)
Value$1.4M (-$123.0K)
Filed 2026-10-29
Arjuna Capital
INCREASED
Shares3,104 from 3,102
Change+2 (+0%)
Value$1.4M (-$120.6K)
Filed 2026-11-03
Glenview Trust Co
DECREASED
Shares3,063 from 3,140
Change-77 (-2%)
Value$1.4M (-$157.8K)
Filed 2026-10-28
Westhampton Capital, LLC
DECREASED
Shares3,050 from 3,550
Change-500 (-14%)
Value$1.4M (-$365.1K)
Filed 2026-10-30
WBH Advisory Inc
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$1.4M (-$119.1K)
Filed 2026-11-05
Dala Group, LLC
INCREASED
Shares3,038 from 2,865
Change+173 (+6%)
Value$1.4M (-$34.1K)
Filed 2026-10-29
Central Valley Advisors, LLC
UNCHANGED
Shares3,031 from 3,031
Change0 (0%)
Value$1.4M (-$118.8K)
Filed 2026-10-27
TruNorth Capital Management, LLC
INCREASED
Shares3,029 from 3,000
Change+29 (+1%)
Value$1.4M (-$104.4K)
Filed 2026-10-14
Secure Asset Management, LLC
UNCHANGED
Shares3,012 from 3,012
Change0 (0%)
Value$1.4M (-$118.0K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares3,011 from 2,957
Change+54 (+2%)
Value$1.4M (-$91.3K)
Filed 2026-10-20
Foster Group, Inc.
INCREASED
Shares3,002 from 2,995
Change+7 (+0%)
Value$1.4M (-$114.2K)
Filed 2026-10-13
Argyle Capital Management, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$1.4M (-$117.5K)
Filed 2026-10-28
Kathmere Capital Management, LLC
INCREASED
Shares2,998 from 2,780
Change+218 (+8%)
Value$1.4M (-$10.4K)
Filed 2026-10-20
Cullinan Associates Inc
INCREASED
Shares2,979 from 2,000
Change+979 (+49%)
Value$1.3M (+$364.2K)
Filed 2026-11-03
Pflug Koory, LLC
DECREASED
Shares2,932 from 3,027
Change-95 (-3%)
Value$1.3M (-$161.5K)
Filed 2026-10-26
Legal Advantage Investments, Inc.
UNCHANGED
Shares2,932 from 2,932
Change0 (0%)
Value$1.3M (-$114.9K)
Filed 2026-10-13
Venture Visionary Partners LLC
DECREASED
Shares2,928 from 3,377
Change-449 (-13%)
Value$1.3M (-$335.3K)
Filed 2026-10-07
Tenon Financial LLC
DECREASED
Shares2,905 from 2,947
Change-42 (-1%)
Value$1.3M (-$134.4K)
Filed 2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares2,878 from 2,873
Change+5 (+0%)
Value$1.3M (-$110.3K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares2,810 from 2,062
Change+748 (+36%)
Value$1.3M (+$257.5K)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED
Shares2,795 from 2,591
Change+204 (+8%)
Value$1.3M (-$9.3K)
Filed 2026-10-29
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares2,787 from 2,789
Change-2 (0%)
Value$1.3M (-$110.2K)
Filed 2026-10-14
DSG Capital Advisors, LLC
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$1.3M (-$87.7K)
Filed 2026-11-05
Picton Mahoney Asset Management
INCREASED
Shares2,750 from 2,589
Change+161 (+6%)
Value$1.2M (-$28.7K)
Filed 2026-11-09
Clear Trail Advisors, LLC
DECREASED
Shares2,741 from 2,988
Change-247 (-8%)
Value$1.2M (-$228.9K)
Filed 2026-10-20
Nvwm, LLC
DECREASED
Shares2,737 from 2,743
Change-6 (0%)
Value$1.2M (-$110.2K)
Filed 2026-10-14
Algebris (UK) LTD
INCREASED
Shares2,728 from 2,190
Change+538 (+25%)
Value$1.2M (+$160.8K)
Filed 2026-11-06
Aaron Wealth Advisors LLC
INCREASED
Shares2,717 from 2,538
Change+179 (+7%)
Value$1.2M (-$18.5K)
Filed 2026-10-13
True North Advisors, LLC
INCREASED
Shares2,697 from 2,317
Change+380 (+16%)
Value$1.2M (+$81.0K)
Filed 2026-10-22
Challenger Wealth Management
DECREASED
Shares2,684 from 2,759
Change-75 (-3%)
Value$1.2M (-$142.0K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares2,664 from 2,396
Change+268 (+11%)
Value$1.2M (+$27.3K)
Filed 2026-11-09
Mcrae Capital Management Inc
DECREASED
Shares2,656 from 2,657
Change-1 (0%)
Value$1.2M (-$104.1K)
Filed 2026-10-15
Kesler, Norman & Wride, LLC
DECREASED
Shares2,655 from 2,724
Change-69 (-3%)
Value$1.2M (-$138.0K)
Filed 2026-11-06
CWA Asset Management Group, LLC
INCREASED
Shares2,651 from 2,187
Change+464 (+21%)
Value$1.2M (+$124.2K)
Filed 2026-10-19
First Horizon Corp
UNCHANGED
Shares2,647 from 2,647
Change0 (0%)
Value$1.2M (-$103.7K)
Filed 2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares2,638 from 2,638
Change0 (0%)
Value$1.2M (-$103.4K)
Filed 2026-10-22
Heritage Trust Co
UNCHANGED
Shares2,636 from 2,636
Change0 (0%)
Value$1.2M (-$103.3K)
Filed 2026-11-09
Clark Asset Management, LLC
INCREASED
Shares2,631 from 2,623
Change+8 (+0%)
Value$1.2M (-$99.2K)
Filed 2026-10-19
Applied Finance Capital Management, LLC
DECREASED
Shares2,623 from 3,059
Change-436 (-14%)
Value$1.2M (-$316.9K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
INCREASED
Shares2,623 from 2,530
Change+93 (+4%)
Value$1.2M (-$56.8K)
Filed 2026-10-16
Peddock Capital Advisors, LLC
DECREASED
Shares2,621 from 2,825
Change-204 (-7%)
Value$1.2M (-$202.9K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
DECREASED
Shares2,606 from 2,679
Change-73 (-3%)
Value$1.2M (-$138.0K)
Filed 2026-11-03
AXS Investments LLC
DECREASED
Shares2,604 from 2,700
Change-96 (-4%)
Value$1.2M (-$149.2K)
Filed 2026-11-04
Strategic Advisors LLC
UNCHANGED
Shares2,599 from 2,599
Change0 (0%)
Value$1.2M (-$101.8K)
Filed 2026-10-13
High Net Worth Advisory Group LLC
DECREASED
Shares2,584 from 2,734
Change-150 (-5%)
Value$1.2M (-$174.9K)
Filed 2026-10-26
Allegheny Financial Group
DECREASED
Shares2,563 from 2,576
Change-13 (0%)
Value$1.2M (-$107.0K)
Filed 2026-11-05
Pines Wealth Management, LLC
INCREASED
Shares2,559 from 2,550
Change+9 (+0%)
Value$1.2M (-$95.8K)
Filed 2026-10-21
Sapient Capital LLC
DECREASED
Shares2,559 from 2,566
Change-7 (0%)
Value$1.2M (-$103.7K)
Filed 2026-10-08
Bridgelight Financial Advisors, Inc.
UNCHANGED
Shares2,553 from 2,553
Change0 (0%)
Value$1.2M (-$100.0K)
Filed 2026-10-20
Griffin Asset Management, Inc.
DECREASED
Shares2,550 from 2,608
Change-58 (-2%)
Value$1.2M (-$128.4K)
Filed 2026-10-22
Cypress Asset Management Inc
DECREASED
Shares2,535 from 2,625
Change-90 (-3%)
Value$1.1M (-$143.5K)
Filed 2026-10-09
Hager Investment Management Services, LLC
INCREASED
Shares2,507 from 2,444
Change+63 (+3%)
Value$1.1M (-$67.2K)
Filed 2026-11-04
Haven Private, LLC
DECREASED
Shares2,506 from 2,797
Change-291 (-10%)
Value$1.1M (-$241.1K)
Filed 2026-10-27
Jackson Square Capital, LLC
UNCHANGED
Shares2,504 from 2,504
Change0 (0%)
Value$1.1M (-$98.1K)
Filed 2026-10-19
Kornitzer Capital Management Inc
INCREASED
Shares2,501 from 2,025
Change+476 (+24%)
Value$1.1M (+$135.8K)
Filed 2026-11-03
HBK Sorce Advisory LLC
DECREASED
Shares2,496 from 2,527
Change-31 (-1%)
Value$979.6K (-$242.4K)
Filed 2026-11-06
Catalyst Financial Partners LLC
DECREASED
Shares2,489 from 2,498
Change-9 (0%)
Value$1.1M (-$101.9K)
Filed 2026-11-06
Fulton Bank, N.A.
INCREASED
Shares2,481 from 2,380
Change+101 (+4%)
Value$1.1M (-$47.6K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares2,466 from 2,527
Change-61 (-2%)
Value$1.1M (-$126.6K)
Filed 2026-11-05
Portfolio Design Labs, LLC
INCREASED
Shares2,463 from 2,442
Change+21 (+1%)
Value$1.1M (-$86.2K)
Filed 2026-11-04
Alerus Financial NA
INCREASED
Shares2,435 from 1,574
Change+861 (+55%)
Value$1.1M (+$327.5K)
Filed 2026-11-09
Boyd Watterson Asset Management LLC
DECREASED
Shares2,428 from 3,160
Change-732 (-23%)
Value$1.1M (-$454.7K)
Filed 2026-11-06
Platform Technology Partners
INCREASED
Shares2,424 from 2,313
Change+111 (+5%)
Value$1.1M (-$40.5K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED
Shares2,422 from 2,421
Change+1 (+0%)
Value$1.1M (-$94.6K)
Filed 2026-10-19
Coastline Trust Co
DECREASED
Shares2,417 from 2,474
Change-57 (-2%)
Value$1.1M (-$122.7K)
Filed 2026-10-01
King Luther Capital Management Corp
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$1.1M (-$94.6K)
Filed 2026-11-05
Clearstead Trust, LLC
INCREASED
Shares2,413 from 2,371
Change+42 (+2%)
Value$1.1M (-$73.9K)
Filed 2026-11-06
Indivisible Partners
INCREASED
Shares2,405 from 2,257
Change+148 (+7%)
Value$1.1M (-$21.4K)
Filed 2026-10-26
Midwest Trust Co
INCREASED
Shares2,386 from 2,081
Change+305 (+15%)
Value$1.1M (+$56.3K)
Filed 2026-10-22
Neville Rodie & Shaw Inc
DECREASED
Shares2,375 from 2,505
Change-130 (-5%)
Value$1.1K (-$157)
Filed 2026-10-05
Florida Trust Wealth Management Co
INCREASED
Shares2,373 from 2,254
Change+119 (+5%)
Value$1.1M (-$34.5K)
Filed 2026-11-05
Rainier Family Wealth Inc
DECREASED
Shares2,371 from 2,395
Change-24 (-1%)
Value$1.1M (-$104.7K)
Filed 2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$1.1M (-$92.1K)
Filed 2026-10-14
First Affirmative Financial Network
NEW
Shares2,335
Change+2,335
Value$1.1M
Filed 2026-10-21
Diversified Enterprises, LLC
INCREASED
Shares2,320 from 2,315
Change+5 (+0%)
Value$1.0M (-$88.4K)
Filed 2026-10-19
Level Four Advisory Services, LLC
INCREASED
Shares2,317 from 2,171
Change+146 (+7%)
Value$1.0M (-$19.1K)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares2,317 from 2,371
Change-54 (-2%)
Value$1.0M (-$117.3K)
Filed 2026-10-13
Rational Advisors, Inc.
NEW
Shares2,293
Change+2,293
Value$1.0M
Filed 2026-11-02
Evexia Wealth LLC
INCREASED
Shares2,280 from 2,038
Change+242 (+12%)
Value$1.0M (+$97.5K)
Filed 2026-11-05
CrossGen Wealth, LLC
INCREASED
Shares2,271 from 1,826
Change+445 (+24%)
Value$1.0M (+$129.6K)
Filed 2026-10-30
MBL Wealth, LLC
INCREASED
Shares2,248 from 719
Change+1,529 (+213%)
Value$1.0M (+$662.9K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares2,247 from 1,844
Change+403 (+22%)
Value$1.1M (+$185.7K)
Filed 2026-10-13
Gratus Wealth Advisors, LLC
DECREASED
Shares2,222 from 2,248
Change-26 (-1%)
Value$1.0M (-$99.8K)
Filed 2026-10-26
Wealth Intelligence, LLC
INCREASED
Shares2,209 from 2,128
Change+81 (+4%)
Value$998.4K (-$46.8K)
Filed 2026-10-16
Campbell Newman Asset Management Inc
DECREASED
Shares2,192 from 2,228
Change-36 (-2%)
Value$990.7K (-$103.6K)
Filed 2026-10-22
Shaker Investments LLC
INCREASED
Shares2,179 from 2,178
Change+1 (+0%)
Value$984.9K (-$84.9K)
Filed 2026-11-05
Gryphon Financial Partners LLC
INCREASED
Shares2,164 from 2,129
Change+35 (+2%)
Value$978.3K (-$67.5K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares2,154 from 1,818
Change+336 (+18%)
Value$973.6K (+$80.7K)
Filed 2026-11-04
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares2,150 from 1,520
Change+630 (+41%)
Value$971.8K (+$225.2K)
Filed 2026-10-27
Excalibur Management Corp
DECREASED
Shares2,145 from 2,195
Change-50 (-2%)
Value$969.5K (-$108.6K)
Filed 2026-11-02
Gibbs Wealth Management
INCREASED
Shares2,142 from 1,457
Change+685 (+47%)
Value$968.1K (+$252.5K)
Filed 2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED
Shares2,116 from 1,130
Change+986 (+87%)
Value$956.4K (+$401.4K)
Filed 2026-10-19
Fideuram Asset Management (Ireland) dac
DECREASED
Shares2,103 from 2,546
Change-443 (-17%)
Value$941.5K (-$243.8K)
Filed 2026-10-29
Hendershot Investments Inc.
UNCHANGED
Shares2,078 from 2,078
Change0 (0%)
Value$939.2K (-$81.4K)
Filed 2026-11-05
Cigna Investments Inc
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$939 (-$81)
Filed 2026-10-19
Sendero Wealth Management, LLC
DECREASED
Shares2,056 from 2,065
Change-9 (0%)
Value$929.3K (-$85.0K)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,055 from 2,104
Change-49 (-2%)
Value$928.8K (-$104.6K)
Filed 2026-11-05
Commonwealth Retirement Investments LLC
DECREASED
Shares2,044 from 2,194
Change-150 (-7%)
Value$923.8K (-$153.8K)
Filed 2026-10-26
CX Institutional
INCREASED
Shares2,022 from 1,971
Change+51 (+3%)
Value$914 (-$54)
Filed 2026-10-02
Community Bank & Trust, Waco, Texas
INCREASED
Shares2,010 from 1,810
Change+200 (+11%)
Value$908 (+$19)
Filed 2026-10-19
Kimelman & Baird, LLC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$908.5K (-$78.8K)
Filed 2026-11-03
Avestar Capital, LLC
DECREASED
Shares2,006 from 2,034
Change-28 (-1%)
Value$906.7K (-$92.8K)
Filed 2026-10-28
R Squared Ltd
INCREASED
Shares2,001 from 613
Change+1,388 (+226%)
Value$904.4K (+$603.3K)
Filed 2026-11-06
Howard Capital Management, LLC
DECREASED
Shares1,979 from 1,994
Change-15 (-1%)
Value$894.5K (-$84.9K)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares1,976 from 1,841
Change+135 (+7%)
Value$893.1K (-$11.1K)
Filed 2026-11-03
Reynders McVeigh Capital Management, LLC
INCREASED
Shares1,974 from 1,973
Change+1 (+0%)
Value$892.4K (+$891.4K)
Filed 2026-10-30
Winthrop Advisory Group LLC
DECREASED
Shares1,969 from 1,984
Change-15 (-1%)
Value$889.9K (-$84.5K)
Filed 2026-10-22
Essex LLC
UNCHANGED
Shares1,959 from 1,959
Change0 (0%)
Value$885.5K (-$76.8K)
Filed 2026-10-14
Purkiss Capital Advisors LLC
INCREASED
Shares1,945 from 1,942
Change+3 (+0%)
Value$879.0K (-$74.7K)
Filed 2026-11-06
Valley Wealth Managers, Inc.
INCREASED
Shares1,944 from 1,849
Change+95 (+5%)
Value$878.6K (-$29.5K)
Filed 2026-10-09
Childress Capital Advisors, LLC
DECREASED
Shares1,916 from 1,919
Change-3 (0%)
Value$866.2K (-$76.5K)
Filed 2026-10-28
Profund Advisors LLC
DECREASED
Shares1,915 from 2,218
Change-303 (-14%)
Value$865.5K (-$223.9K)
Filed 2026-10-29
Fiera Capital Corp
UNCHANGED
Shares1,903 from 1,903
Change0 (0%)
Value$860.1K (-$74.6K)
Filed 2026-11-06
Quadcap Wealth Management, LLC
DECREASED
Shares1,900 from 2,040
Change-140 (-7%)
Value$858.8K (-$143.2K)
Filed 2026-11-02
Parcion Private Wealth LLC
INCREASED
Shares1,896 from 1,286
Change+610 (+47%)
Value$857.0K (+$225.3K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares1,894
Change+1,894
Value$801
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares1,873 from 1,799
Change+74 (+4%)
Value$846.6K (-$37.0K)
Filed 2026-10-22
Silverberg Bernstein Capital Management LLC
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$836.2K (-$72.5K)
Filed 2026-10-13
Great Waters Wealth Management
UNCHANGED
Shares1,849 from 1,849
Change0 (0%)
Value$835.7K (-$72.4K)
Filed 2026-10-07
United Asset Strategies, Inc.
INCREASED
Shares1,848 from 1,818
Change+30 (+2%)
Value$835.3K (-$57.7K)
Filed 2026-10-28
Stableford Capital II LLC
DECREASED
Shares1,839 from 1,850
Change-11 (-1%)
Value$831.2K (-$77.5K)
Filed 2026-10-09
Beverly Hills Private Wealth, LLC
INCREASED
Shares1,832 from 1,480
Change+352 (+24%)
Value$828.2K (+$101.3K)
Filed 2026-11-04
IFG Advisory, LLC
INCREASED
Shares1,818 from 1,817
Change+1 (+0%)
Value$821.7K (-$70.9K)
Filed 2026-11-09
71 West Capital Partners
INCREASED
Shares1,802 from 1,757
Change+45 (+3%)
Value$814.5K (-$48.5K)
Filed 2026-11-04
Guinness Atkinson Asset Management Inc
DECREASED
Shares1,797 from 1,836
Change-39 (-2%)
Value$812.2K (-$89.6K)
Filed 2026-11-05
Silverlake Wealth Management LLC
UNCHANGED
Shares1,787 from 1,787
Change0 (0%)
Value$807.7K (-$70.0K)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares1,770 from 1,548
Change+222 (+14%)
Value$799.0K (+$46.4K)
Filed 2026-11-03
Appleton Partners Inc
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$798 (-$69)
Filed 2026-10-30
Enterprise Financial Services Corp
INCREASED
Shares1,764 from 1,719
Change+45 (+3%)
Value$797.3K (-$47.0K)
Filed 2026-11-03
Cornerstone Advisory, LLC
INCREASED
Shares1,761 from 1,710
Change+51 (+3%)
Value$795.9K (-$43.9K)
Filed 2026-11-06
Wescott Financial Advisory Group, LLC
INCREASED
Shares1,758 from 1,741
Change+17 (+1%)
Value$794.8K (-$60.5K)
Filed 2026-11-09
KPP Advisory Services LLC
DECREASED
Shares1,752 from 3,323
Change-1,571 (-47%)
Value$791.8K (-$840.5K)
Filed 2026-10-26
Center for Financial Planning, Inc.
INCREASED
Shares1,746 from 1,527
Change+219 (+14%)
Value$789.6K (+$39.6K)
Filed 2026-10-26
Peterson Wealth Services
INCREASED
Shares1,746 from 1,680
Change+66 (+4%)
Value$789.3K (-$35.6K)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares1,718 from 1,876
Change-158 (-8%)
Value$776.3K (-$145.1K)
Filed 2026-11-05
Principle Wealth Partners LLC
INCREASED
Shares1,709 from 1,040
Change+669 (+64%)
Value$772.5K (+$261.7K)
Filed 2026-11-02
Vaughan David Investments LLC
INCREASED
Shares1,680 from 1,080
Change+600 (+56%)
Value$759 (+$229)
Filed 2026-11-05
Atlas Private Wealth Advisors
DECREASED
Shares1,677 from 1,727
Change-50 (-3%)
Value$758.2K (-$90.3K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares1,677 from 1,677
Change0 (0%)
Value$758.0K (-$65.7K)
Filed 2026-10-26
Zions Bancorporation, National Association
DECREASED
Shares1,666 from 2,211
Change-545 (-25%)
Value$753.0K (-$333.0K)
Filed 2026-11-06
Western Financial Corp
INCREASED
Shares1,657 from 1,655
Change+2 (+0%)
Value$748.9K (-$64.0K)
Filed 2026-10-14
Goelzer Investment Management, Inc.
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$745.8K (-$64.6K)
Filed 2026-10-16
Hartford Financial Management Inc.
UNCHANGED
Shares1,632 from 1,632
Change0 (0%)
Value$737.6K (-$63.9K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares1,623 from 1,707
Change-84 (-5%)
Value$733.6K (-$104.8K)
Filed 2026-10-16
JB Capital LLC
INCREASED
Shares1,618 from 1,593
Change+25 (+2%)
Value$731.3K (-$50.9K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,606 from 1,603
Change+3 (+0%)
Value$725.8K (-$61.4K)
Filed 2026-10-27
Rayburn West Financial Services LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$723.2K (-$62.7K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares1,588 from 1,214
Change+374 (+31%)
Value$717.7K (+$121.2K)
Filed 2026-10-08
McAdam, LLC
INCREASED
Shares1,588 from 1,507
Change+81 (+5%)
Value$717.8K (-$22.4K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares1,579 from 1,610
Change-31 (-2%)
Value$713.9K (-$77.0K)
Filed 2026-11-04
First Pacific Financial
INCREASED
Shares1,561 from 1,553
Change+8 (+1%)
Value$705.5K (-$57.2K)
Filed 2026-10-14
Alta Advisers Ltd
INCREASED
Shares1,558 from 879
Change+679 (+77%)
Value$704.2K (+$272.5K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares1,554 from 705
Change+849 (+120%)
Value$702.2K (+$355.8K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
UNCHANGED
Shares1,549 from 1,549
Change0 (0%)
Value$700.1K (-$60.7K)
Filed 2026-10-21
Vann Equity Management LLC
INCREASED
Shares1,538 from 1,523
Change+15 (+1%)
Value$695.3K (-$52.7K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,522 from 1,538
Change-16 (-1%)
Value$687.9K (-$67.5K)
Filed 2026-10-27
First National Trust Co
INCREASED
Shares1,521 from 1,502
Change+19 (+1%)
Value$687.5K (-$50.3K)
Filed 2026-10-28
Legacy Financial Advisors, Inc.
INCREASED
Shares1,510 from 1,363
Change+147 (+11%)
Value$682.7K (+$13.0K)
Filed 2026-11-09
Contravisory Investment Management, Inc.
INCREASED
Shares1,504 from 1,424
Change+80 (+6%)
Value$679.8K (-$19.6K)
Filed 2026-10-13
Firestone Capital Management
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$678.0K (-$58.8K)
Filed 2026-11-03
Norden Group LLC
INCREASED
Shares1,498 from 1,489
Change+9 (+1%)
Value$677.3K (-$54.3K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$674.8K (-$58.5K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,482 from 1,434
Change+48 (+3%)
Value$669.9K (-$34.6K)
Filed 2026-10-08
Portside Wealth Group, LLC
INCREASED
Shares1,472 from 1,130
Change+342 (+30%)
Value$665.3K (+$110.3K)
Filed 2026-10-20
Bigelow Investment Advisors, LLC
INCREASED
Shares1,469 from 1,341
Change+128 (+10%)
Value$664.0K (+$5.3K)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares1,460 from 1,478
Change-18 (-1%)
Value$659.9K (-$65.8K)
Filed 2026-11-05
Centurion Wealth Management LLC
UNCHANGED
Shares1,455 from 1,455
Change0 (0%)
Value$657.6K (-$57.0K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares1,426 from 1,391
Change+35 (+3%)
Value$644.5K (-$38.9K)
Filed 2026-10-26
Canton Hathaway, LLC
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$643.2K (-$55.8K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares1,417 from 1,254
Change+163 (+13%)
Value$640.4K (+$24.2K)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares1,411 from 1,397
Change+14 (+1%)
Value$637.7K (-$48.4K)
Filed 2026-10-27
Carnegie Investment Counsel
DECREASED
Shares1,405 from 1,445
Change-40 (-3%)
Value$635.0K (-$74.7K)
Filed 2026-10-20
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,392 from 1,418
Change-26 (-2%)
Value$629.2K (-$67.3K)
Filed 2026-11-02
Sage Private Wealth Group, LLC
INCREASED
Shares1,391 from 1,317
Change+74 (+6%)
Value$628.6K (-$18.0K)
Filed 2026-10-21
Acropolis Investment Management, LLC
INCREASED
Shares1,391 from 1,377
Change+14 (+1%)
Value$628.7K (-$47.6K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
INCREASED
Shares1,371 from 590
Change+781 (+132%)
Value$619.5K (+$329.9K)
Filed 2026-10-21
Trilogy Capital Inc.
INCREASED
Shares1,365 from 1,356
Change+9 (+1%)
Value$617.0K (-$49.1K)
Filed 2026-10-20
High Probability Advisors, LLC
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$614.7K (-$53.3K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares1,354 from 1,235
Change+119 (+10%)
Value$611.8K (+$5.0K)
Filed 2026-11-02
Geneos Wealth Management Inc.
INCREASED
Shares1,353 from 1,110
Change+243 (+22%)
Value$611.5K (+$66.3K)
Filed 2026-11-09
MTM Investment Management, LLC
UNCHANGED
Shares1,352 from 1,352
Change0 (0%)
Value$611.1K (-$53.0K)
Filed 2026-10-30
Pacific Sage Partners, LLC
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$607.9K (-$52.7K)
Filed 2026-10-21
Institute for Wealth Management, Llc.
DECREASED
Shares1,343 from 1,428
Change-85 (-6%)
Value$607.0K (-$94.4K)
Filed 2026-11-06
Axxion S.A.
INCREASED
Shares1,334 from 1,048
Change+286 (+27%)
Value$602.9K (+$88.2K)
Filed 2026-10-22
Magnolia Capital Management LTD
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$601 (-$52)
Filed 2026-10-09
Wealth Science Advisors LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$592.1K (-$51.3K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares1,308 from 1,266
Change+42 (+3%)
Value$591.0K (-$30.6K)
Filed 2026-10-13
Inlet Private Wealth, LLC
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$591.2K (-$51.2K)
Filed 2026-10-21
BAM Wealth Management, LLC
DECREASED
Shares1,299 from 1,516
Change-217 (-14%)
Value$587.1K (-$157.5K)
Filed 2026-10-15
Bath Savings Trust Co
DECREASED
Shares1,297 from 1,322
Change-25 (-2%)
Value$585.8K (-$63.1K)
Filed 2026-10-07
Pictet North America Advisors SA
NEW
Shares1,294
Change+1,294
Value$584.9K
Filed 2026-10-21
SVB Wealth LLC
DECREASED
Shares1,290 from 1,357
Change-67 (-5%)
Value$583.2K (-$83.3K)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares1,287 from 918
Change+369 (+40%)
Value$581.7K (+$130.8K)
Filed 2026-11-04
Advisors Management Group Inc
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$580 (-$50)
Filed 2026-11-05
ZWJ Investment Counsel Inc
INCREASED
Shares1,257 from 1,234
Change+23 (+2%)
Value$568.1K (-$38.0K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares1,256 from 1,247
Change+9 (+1%)
Value$567.7K (-$44.9K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares1,242 from 709
Change+533 (+75%)
Value$561.6K (+$221.2K)
Filed 2026-10-13
TD Private Client Wealth LLC
INCREASED
Shares1,236 from 1,193
Change+43 (+4%)
Value$558.6K (-$27.3K)
Filed 2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$558.7K (-$48.4K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares1,231 from 562
Change+669 (+119%)
Value$556.4K (+$280.6K)
Filed 2026-10-08
Argent Trust Co
DECREASED
Shares1,226 from 1,234
Change-8 (-1%)
Value$554.1K (-$52.0K)
Filed 2026-11-09
Symphony Financial, Ltd. Co.
DECREASED
Shares1,199 from 1,380
Change-181 (-13%)
Value$546.7K (-$118.7K)
Filed 2026-10-22
Perpetual Ltd
DECREASED
Shares1,193 from 1,291
Change-98 (-8%)
Value$539.2K (-$94.9K)
Filed 2026-10-13
Sky Investment Group LLC
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$535.6K (-$46.4K)
Filed 2026-10-30
Gilman Hill Asset Management, LLC
DECREASED
Shares1,179 from 2,009
Change-830 (-41%)
Value$532.9K (-$453.9K)
Filed 2026-10-13
PFG Private Wealth Management, LLC
INCREASED
Shares1,172 from 1,015
Change+157 (+15%)
Value$529.9K (+$31.3K)
Filed 2026-10-15
FinArc Investments, Inc.
DECREASED
Shares1,160 from 1,243
Change-83 (-7%)
Value$524.3K (-$86.2K)
Filed 2026-10-14
Berman McAleer LLC
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$523.8K (-$45.4K)
Filed 2026-10-16
Certuity, LLC
DECREASED
Shares1,158 from 1,933
Change-775 (-40%)
Value$523.4K (-$425.9K)
Filed 2026-11-02
Cove Private Wealth, LLC
INCREASED
Shares1,150 from 1,142
Change+8 (+1%)
Value$519.8K (-$41.1K)
Filed 2026-10-28
Councilmark Asset Management, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$519.8K (-$45.1K)
Filed 2026-10-20
PDS Planning, Inc
DECREASED
Shares1,149 from 1,281
Change-132 (-10%)
Value$519.3K (-$109.9K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
INCREASED
Shares1,147 from 949
Change+198 (+21%)
Value$518.4K (+$52.3K)
Filed 2026-10-30
111 Capital
DECREASED
Shares1,144 from 1,367
Change-223 (-16%)
Value$517.1K (-$154.4K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED
Shares1,143 from 1,335
Change-192 (-14%)
Value$516.6K (-$139.1K)
Filed 2026-10-16
Dorato Capital Management
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$533.7K (-$14.2K)
Filed 2026-10-08
Hantz Financial Services, Inc.
DECREASED
Shares1,137 from 1,970
Change-833 (-42%)
Value$515 (-$451)
Filed 2026-11-09
Radnor Capital Management, LLC
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$511.2K (-$44.3K)
Filed 2026-10-23
YHB Investment Advisors, Inc.
INCREASED
Shares1,124 from 760
Change+364 (+48%)
Value$508.0K (+$134.7K)
Filed 2026-10-08
Curated Wealth Partners LLC
NEW
Shares1,117
Change+1,117
Value$504.9K
Filed 2026-10-15
Wetzel Investment Advisors, Inc.
DECREASED
Shares1,115 from 1,124
Change-9 (-1%)
Value$504.0K (-$48.1K)
Filed 2026-10-13
Kercheville Advisors, LLC
DECREASED
Shares1,100 from 1,156
Change-56 (-5%)
Value$497.2K (-$70.6K)
Filed 2026-10-19
Northside Capital Management, LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$495.3K (-$42.9K)
Filed 2026-10-13
SYM Financial Corp
INCREASED
Shares1,085 from 994
Change+91 (+9%)
Value$490.2K (+$2.0K)
Filed 2026-10-26
Regents Gate Capital LLP
DECREASED
Shares1,079 from 3,005
Change-1,926 (-64%)
Value$487.7K (-$988.3K)
Filed 2026-11-03
Means Investment Co., Inc.
INCREASED
Shares1,074 from 1,073
Change+1 (+0%)
Value$485.5K (-$41.3K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares1,073 from 1,086
Change-13 (-1%)
Value$484.8K (-$48.7K)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
DECREASED
Shares1,062 from 1,281
Change-219 (-17%)
Value$480.1K (-$149.1K)
Filed 2026-10-26
Boston Trust Walden Corp
INCREASED
Shares1,060 from 1,052
Change+8 (+1%)
Value$479.1K (-$37.6K)
Filed 2026-10-30
Sterling Investment Counsel, LLC
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$478.6K (-$41.5K)
Filed 2026-10-19
Virtue Capital Management, LLC
DECREASED
Shares1,058 from 1,119
Change-61 (-5%)
Value$478.2K (-$71.4K)
Filed 2026-10-29
Old North State Wealth Management, LLC
INCREASED
Shares1,057 from 1,024
Change+33 (+3%)
Value$479.6K (-$24.9K)
Filed 2026-10-22
Searle & Co.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$474.6K (-$41.1K)
Filed 2026-11-04
Klingman & Associates, LLC
INCREASED
Shares1,042 from 499
Change+543 (+109%)
Value$471.0K (+$225.9K)
Filed 2026-10-20
Abel Hall, LLC
DECREASED
Shares1,037 from 1,078
Change-41 (-4%)
Value$468.7K (-$60.8K)
Filed 2026-10-19
Peregrine Asset Advisers, Inc.
DECREASED
Shares1,036 from 1,236
Change-200 (-16%)
Value$468.3K (-$138.8K)
Filed 2026-11-09
Equitable Trust Co
INCREASED
Shares1,036 from 908
Change+128 (+14%)
Value$468.3K (+$22.3K)
Filed 2026-10-13
SilverOak Wealth Management LLC
DECREASED
Shares1,036 from 1,040
Change-4 (0%)
Value$468.3K (-$42.6K)
Filed 2026-10-29
Welch & Forbes LLC
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$467.3K (-$40.5K)
Filed 2026-11-04
Sunbeam Capital Management, LLC
DECREASED
Shares1,027 from 1,109
Change-82 (-7%)
Value$464.0K (-$80.6K)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares1,027 from 1,024
Change+3 (+0%)
Value$464.0K (-$39.1K)
Filed 2026-10-13
Valmark Advisers, Inc.
DECREASED
Shares1,026 from 1,029
Change-3 (0%)
Value$463.7K (-$41.7K)
Filed 2026-11-06
Washington Trust Co
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$463.3K (-$40.2K)
Filed 2026-10-22
Resonant Capital Advisors, LLC
INCREASED
Shares1,020 from 863
Change+157 (+18%)
Value$461.0K (+$37.1K)
Filed 2026-10-15
Watershed Private Wealth LLC
INCREASED
Shares1,020 from 1,008
Change+12 (+1%)
Value$461.0K (-$34.1K)
Filed 2026-10-30
Grey Ledge Advisors, LLC
INCREASED
Shares1,018 from 1,017
Change+1 (+0%)
Value$460.3K (-$39.4K)
Filed 2026-11-02
Conning Inc.
UNCHANGED
Shares1,013 from 1,013
Change0 (0%)
Value$457.9K (-$39.7K)
Filed 2026-10-27
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares1,011 from 958
Change+53 (+6%)
Value$456.8K (-$13.5K)
Filed 2026-10-22
RHL Group, LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$455.6K (-$39.3K)
Filed 2026-11-04
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares1,004 from 570
Change+434 (+76%)
Value$453.8K (+$173.8K)
Filed 2026-11-02
First City Capital Management, Inc.
DECREASED
Shares998 from 1,023
Change-25 (-2%)
Value$451.1K (-$51.4K)
Filed 2026-10-27
Lederer & Associates Investment Counsel
NEW
Shares995
Change+995
Value$450
Filed 2026-10-23
Quantum Private Wealth, LLC
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$449.7K (-$39.0K)
Filed 2026-10-20
Connecticut Wealth Management, LLC
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$448.9K (-$38.9K)
Filed 2026-10-13
Summit Financial Wealth Advisors, LLC
INCREASED
Shares992 from 991
Change+1 (+0%)
Value$448.4K (-$38.4K)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares987 from 900
Change+87 (+10%)
Value$465.2K (+$23.1K)
Filed 2026-10-15
Mechanics Bank Trust Department
DECREASED
Shares987 from 991
Change-4 (0%)
Value$446.1K (-$40.6K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares984 from 853
Change+131 (+15%)
Value$444.7K (+$25.8K)
Filed 2026-10-20
Great Valley Advisor Group, Inc.
DECREASED
Shares984 from 1,031
Change-47 (-5%)
Value$444.6K (-$61.5K)
Filed 2026-11-09
First Citizens Financial Corp
DECREASED
Shares981 from 1,002
Change-21 (-2%)
Value$443.4K (-$48.8K)
Filed 2026-10-02
Lyell Wealth Management, LP
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$442.9K (-$38.4K)
Filed 2026-10-30
Pioneer Trust Bank N A
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$441.6K (-$38.3K)
Filed 2026-11-06
Arcadia Wealth Management, LLC
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$439.2K (-$38.1K)
Filed 2026-10-22
AlTi Global, Inc.
DECREASED
Shares969 from 1,644
Change-675 (-41%)
Value$438.0K (-$369.5K)
Filed 2026-11-09
Tilia Fiduciary Partners, Inc.
DECREASED
Shares968 from 1,029
Change-61 (-6%)
Value$437.5K (-$67.9K)
Filed 2026-10-09
Versant Capital Management, Inc
DECREASED
Shares961 from 1,043
Change-82 (-8%)
Value$434.4K (-$77.9K)
Filed 2026-10-02
First Financial Bank - Trust Division
UNCHANGED
Shares956 from 956
Change0 (0%)
Value$432.1K (-$37.5K)
Filed 2026-10-01
Abacus Wealth Partners, LLC
DECREASED
Shares942 from 1,033
Change-91 (-9%)
Value$425.7K (-$81.6K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares939 from 914
Change+25 (+3%)
Value$424.7K (-$24.2K)
Filed 2026-10-29
Personal CFO Solutions, LLC
DECREASED
Shares937 from 1,065
Change-128 (-12%)
Value$423.6K (-$99.4K)
Filed 2026-11-06
Washington Trust Bank
INCREASED
Shares928 from 927
Change+1 (+0%)
Value$419.4K (-$35.9K)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares926 from 1,016
Change-90 (-9%)
Value$418.5K (-$80.7K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
NEW
Shares924
Change+924
Value$417.5K
Filed 2026-10-13
Gilliland Jeter Wealth Management LLC
DECREASED
Shares922 from 940
Change-18 (-2%)
Value$416.7K (-$45.0K)
Filed 2026-10-28
Michael Brady & Co., LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$415.8K (-$36.0K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares918 from 881
Change+37 (+4%)
Value$414.9K (-$17.8K)
Filed 2026-10-26
Pembroke Management, LTD
INCREASED
Shares916 from 739
Change+177 (+24%)
Value$414.0K (+$51.0K)
Filed 2026-10-21
Hanson & Doremus Investment Management
DECREASED
Shares912 from 1,537
Change-625 (-41%)
Value$412 (-$343)
Filed 2026-10-16
Freestone Capital Holdings, LLC
INCREASED
Shares911 from 500
Change+411 (+82%)
Value$411.8K (+$166.2K)
Filed 2026-11-09
Eurizon SLJ Capital Ltd
INCREASED
Shares911 from 869
Change+42 (+5%)
Value$411.8K (-$15.1K)
Filed 2026-11-06
SeaBridge Investment Advisors LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$411.3K (-$35.7K)
Filed 2026-11-02
Greenspring Advisors, LLC
DECREASED
Shares905 from 956
Change-51 (-5%)
Value$409.1K (-$60.5K)
Filed 2026-11-05
Quent Capital, LLC
DECREASED
Shares903 from 957
Change-54 (-6%)
Value$362.6K (-$107.5K)
Filed 2026-11-09
Burton Enright Welch
NEW
Shares901
Change+901
Value$407.2K
Filed 2026-11-04
Paradigm Asset Management Co LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$406.8K (-$35.3K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$406.8K (-$35.3K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
DECREASED
Shares897 from 1,024
Change-127 (-12%)
Value$405.4K (-$97.7K)
Filed 2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED
Shares895 from 777
Change+118 (+15%)
Value$404.6K (+$22.9K)
Filed 2026-10-20
Financial Management Professionals, Inc.
INCREASED
Shares888 from 827
Change+61 (+7%)
Value$401.4K (-$4.8K)
Filed 2026-10-23
AdvisorShares Investments LLC
DECREASED
Shares887 from 1,603
Change-716 (-45%)
Value$400.9K (-$386.4K)
Filed 2026-11-09
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares886 from 1,150
Change-264 (-23%)
Value$400.5K (-$164.4K)
Filed 2026-10-23
Oslo Pensjonsforsikring AS
INCREASED
Shares883 from 591
Change+292 (+49%)
Value$399.1K (+$108.8K)
Filed 2026-10-15
Vista Investment Partners II, LLC
DECREASED
Shares883 from 1,052
Change-169 (-16%)
Value$399.1K (-$117.6K)
Filed 2026-10-15
Univest Financial Corp
INCREASED
Shares882 from 830
Change+52 (+6%)
Value$398.4K (-$9.0K)
Filed 2026-11-05
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$394.6K (-$34.2K)
Filed 2026-10-30
Cornerstone Wealth Group, LLC
INCREASED
Shares872 from 715
Change+157 (+22%)
Value$394.1K (+$42.7K)
Filed 2026-11-02
Towercrest Capital Management
DECREASED
Shares866 from 871
Change-5 (-1%)
Value$391.4K (-$36.4K)
Filed 2026-10-23
Alliance Wealth Management Group
DECREASED
Shares864 from 869
Change-5 (-1%)
Value$390.5K (-$36.3K)
Filed 2026-10-29
Stonebridge Financial Group, LLC
DECREASED
Shares854 from 891
Change-37 (-4%)
Value$386.0K (-$51.6K)
Filed 2026-10-01
Verity & Verity, LLC
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$383.7K (-$33.3K)
Filed 2026-10-23
Wilkins Investment Counsel Inc
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$381.0K (-$33.0K)
Filed 2026-11-03
Angeles Wealth Management, LLC
DECREASED
Shares832 from 884
Change-52 (-6%)
Value$376.1K (-$58.1K)
Filed 2026-10-26
Tribridge Partners Financial LLC
DECREASED
Shares828 from 829
Change-1 (0%)
Value$342.2K (-$58.5K)
Filed 2026-11-09
West Paces Advisors Inc.
DECREASED
Shares827 from 888
Change-61 (-7%)
Value$373.8K (-$62.4K)
Filed 2026-10-13
AGF Management LTD
INCREASED
Shares826 from 550
Change+276 (+50%)
Value$373.3K (+$103.2K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
DECREASED
Shares825 from 963
Change-138 (-14%)
Value$372.9K (-$100.1K)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares824 from 769
Change+55 (+7%)
Value$372.4K (-$5.3K)
Filed 2026-10-28
Leelyn Smith, LLC
INCREASED
Shares824 from 822
Change+2 (+0%)
Value$372.4K (-$31.3K)
Filed 2026-11-03
Anchyra Partners LLC
INCREASED
Shares822 from 774
Change+48 (+6%)
Value$371.5K (-$8.6K)
Filed 2026-10-13
Paladin Advisory Group, LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$368.4K (-$31.9K)
Filed 2026-11-09
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$367.9K (-$31.9K)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares812 from 861
Change-49 (-6%)
Value$367.0K (-$55.9K)
Filed 2026-10-05
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$364.7K (-$31.6K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
INCREASED
Shares805 from 755
Change+50 (+7%)
Value$363.9K (-$7.0K)
Filed 2026-10-29
Fractal Investments LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$361.6K (-$31.3K)
Filed 2026-10-28
Old Port Advisors
INCREASED
Shares795 from 782
Change+13 (+2%)
Value$359.3K (-$24.8K)
Filed 2026-10-23
Quarry Hill Advisors, LLC
DECREASED
Shares794 from 837
Change-43 (-5%)
Value$358.9K (-$52.1K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares791 from 2,154
Change-1,363 (-63%)
Value$357.5K (-$700.7K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares790 from 14
Change+776 (+5543%)
Value$357.1K (+$350.2K)
Filed 2026-10-30
FSM Wealth Advisors, LLC
INCREASED
Shares790 from 420
Change+370 (+88%)
Value$292.4K (+$86.3K)
Filed 2026-10-27
Ballew Advisors, Inc
DECREASED
Shares787 from 927
Change-140 (-15%)
Value$365.1K (-$78.1K)
Filed 2026-10-05
Collective Family Office LLC
DECREASED
Shares787 from 823
Change-36 (-4%)
Value$355.7K (-$48.5K)
Filed 2026-10-05
One Plus One Wealth Management, LLC
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$354.4K (-$30.7K)
Filed 2026-10-16
First Bank & Trust
DECREASED
Shares783 from 802
Change-19 (-2%)
Value$353.9K (-$40.0K)
Filed 2026-10-19
North Capital, Inc.
DECREASED
Shares781 from 789
Change-8 (-1%)
Value$373.3K (-$14.2K)
Filed 2026-10-16
TBH Global Asset Management, LLC
NEW
Shares780
Change+780
Value$352.3K
Filed 2026-11-03
Noble Family Wealth, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$352.5K (-$30.6K)
Filed 2026-10-26
Optas, LLC
INCREASED
Shares777 from 614
Change+163 (+27%)
Value$351.2K (+$49.6K)
Filed 2026-11-09
Kaufman Rossin Wealth, LLC
NEW
Shares772
Change+772
Value$349.0K
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares768 from 764
Change+4 (+1%)
Value$347.1K (-$28.1K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED
Shares767 from 751
Change+16 (+2%)
Value$346.7K (-$22.2K)
Filed 2026-10-16
Fortress Financial Group, LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$346.2K (-$30.0K)
Filed 2026-10-21
Buska Wealth Management, LLC
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$345.3K (-$29.9K)
Filed 2026-10-08
Wealth Quarterback LLC
INCREASED
Shares761 from 760
Change+1 (+0%)
Value$344.1K (-$29.0K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
INCREASED
Shares755 from 748
Change+7 (+1%)
Value$341.4K (-$26.0K)
Filed 2026-10-05
Advisor OS, LLC
INCREASED
Shares751 from 701
Change+50 (+7%)
Value$339.4K (-$4.9K)
Filed 2026-11-03
Murphy Pohlad Asset Management LLC
DECREASED
Shares750 from 969
Change-219 (-23%)
Value$339.0K (-$136.9K)
Filed 2026-10-22
Strategy Asset Managers LLC
INCREASED
Shares747 from 718
Change+29 (+4%)
Value$337.8K (-$14.8K)
Filed 2026-10-14
Segment Wealth Management, LLC
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$337.6K (-$29.3K)
Filed 2026-10-26
Busey Bank
DECREASED
Shares746 from 801
Change-55 (-7%)
Value$337.2K (-$56.2K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares745 from 693
Change+52 (+8%)
Value$336.7K (-$3.5K)
Filed 2026-11-05
Everett Harris & Co
INCREASED
Shares742 from 732
Change+10 (+1%)
Value$335.4K (-$24.2K)
Filed 2026-10-28
Harbour Investments, Inc.
INCREASED
Shares741 from 609
Change+132 (+22%)
Value$334.8K (+$35.8K)
Filed 2026-11-09
Essential Planning, Llc.
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$333.6K (-$28.9K)
Filed 2026-10-21
Florida Financial Advisors, LLC
NEW
Shares737
Change+737
Value$333.0K
Filed 2026-11-09
HCR Wealth Advisors
INCREASED
Shares730 from 727
Change+3 (+0%)
Value$329.9K (-$27.1K)
Filed 2026-10-15
Formidable Asset Management, LLC
DECREASED
Shares728 from 739
Change-11 (-1%)
Value$357.4K (+$49.3K)
Filed 2026-11-03
Atticus Wealth Management, LLC
DECREASED
Shares727 from 745
Change-18 (-2%)
Value$328.6K (-$37.3K)
Filed 2026-10-20
Bell Bank
DECREASED
Shares727 from 728
Change-1 (0%)
Value$328.6K (-$29.0K)
Filed 2026-10-21
TrueWealth Advisors, LLC
DECREASED
Shares725 from 2,024
Change-1,299 (-64%)
Value$327.7K (-$666.4K)
Filed 2026-10-09
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$326.3K (-$28.3K)
Filed 2026-10-22
Human Investing LLC
INCREASED
Shares720 from 692
Change+28 (+4%)
Value$325.4K (-$14.5K)
Filed 2026-10-19
Private Wealth Partners, LLC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$325.4K (-$28.2K)
Filed 2026-10-22
Asset Allocation Strategies LLC
DECREASED
Shares719 from 944
Change-225 (-24%)
Value$325.0K (-$138.7K)
Filed 2026-10-20
Nwam LLC
INCREASED
Shares719 from 662
Change+57 (+9%)
Value$325.1K (-$153)
Filed 2026-11-09
Triad Wealth Partners, LLC
INCREASED
Shares718 from 663
Change+55 (+8%)
Value$324.5K (+$18.7K)
Filed 2026-10-26
Abacus Planning Group, Inc.
INCREASED
Shares717 from 695
Change+22 (+3%)
Value$324.1K (-$17.3K)
Filed 2026-11-02
EPG Wealth Management LLC
DECREASED
Shares717 from 718
Change-1 (0%)
Value$323.9K (-$28.8K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares713 from 620
Change+93 (+15%)
Value$322.3K (+$17.7K)
Filed 2026-11-05
LVW Advisors, LLC
DECREASED
Shares707 from 786
Change-79 (-10%)
Value$319.3K (-$66.7K)
Filed 2026-10-19
Renasant Bank
DECREASED
Shares704 from 721
Change-17 (-2%)
Value$318.2K (-$35.9K)
Filed 2026-11-05
Oarsman Capital, Inc.
DECREASED
Shares703 from 757
Change-54 (-7%)
Value$317.7K (-$54.1K)
Filed 2026-11-05
Compass Wealth Management LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$316.4K (-$27.4K)
Filed 2026-10-22
Atwood & Palmer Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$316.4K (-$27.4K)
Filed 2026-10-08
Strategic Blueprint, LLC
NEW
Shares695
Change+695
Value$314.1K
Filed 2026-10-22
Global Wealth Strategies & Associates
INCREASED
Shares695 from 411
Change+284 (+69%)
Value$314.1K (+$112.3K)
Filed 2026-10-02
Victory Financial Group, LLC
INCREASED
Shares694 from 604
Change+90 (+15%)
Value$313.7K (+$17.0K)
Filed 2026-10-27
Graetz Wealth LLC
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$312.8K (-$27.1K)
Filed 2026-10-27
FAI Advisors, Inc.
INCREASED
Shares687 from 658
Change+29 (+4%)
Value$310.5K (-$12.7K)
Filed 2026-10-27
Rasp Wealth Solutions, LLC
DECREASED
Shares685 from 699
Change-14 (-2%)
Value$309.7K (-$33.7K)
Filed 2026-11-06
Wealth Preservation Advisors, LLC
INCREASED
Shares682 from 676
Change+6 (+1%)
Value$308.3K (-$23.8K)
Filed 2026-11-05
Essential Partners LLC
INCREASED
Shares681 from 410
Change+271 (+66%)
Value$307.8K (+$106.4K)
Filed 2026-10-14
Scissortail Wealth Management, LLC
DECREASED
Shares681 from 767
Change-86 (-11%)
Value$307.8K (-$68.9K)
Filed 2026-11-03
Cidel Asset Management Inc
INCREASED
Shares677 from 633
Change+44 (+7%)
Value$306.0K (-$4.9K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED
Shares674 from 4,691
Change-4,017 (-86%)
Value$304.8K (-$2.0M)
Filed 2026-11-05
Plancorp, LLC
INCREASED
Shares673 from 648
Change+25 (+4%)
Value$275.9K (-$35.0K)
Filed 2026-11-03
Beacon Capital Management, LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$302.7K (-$26.2K)
Filed 2026-10-23
1900 Wealth Management LLC
NEW
Shares666
Change+666
Value$301.0K
Filed 2026-10-13
Hall Laurie J Trustee
DECREASED
Shares665 from 765
Change-100 (-13%)
Value$300.6K (-$75.2K)
Filed 2026-10-06
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$300.6K (-$26.1K)
Filed 2026-11-03
Woodley Farra Manion Portfolio Management Inc
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$300.1K (-$26.0K)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$298.1K (-$25.8K)
Filed 2026-10-14
Falcon Wealth Planning
INCREASED
Shares657 from 593
Change+64 (+11%)
Value$296.9K (+$5.7K)
Filed 2026-11-06
State of Wyoming
INCREASED
Shares655 from 545
Change+110 (+20%)
Value$296.0K (+$28.4K)
Filed 2026-10-28
Maple Capital Management, Inc.
DECREASED
Shares654 from 681
Change-27 (-4%)
Value$295.6K (-$38.9K)
Filed 2026-11-02
Cromwell Holdings LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$294.2K (-$25.5K)
Filed 2026-10-28
Taylor Financial Group, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$293.8K (-$25.5K)
Filed 2026-11-02
Cottage Street Advisors LLC
INCREASED
Shares648 from 543
Change+105 (+19%)
Value$292.7K (+$26.0K)
Filed 2026-10-19
Richardson Financial Services Inc.
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$292.9K (-$25.4K)
Filed 2026-10-30
True Private Wealth Advisors
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$292.9K (-$25.4K)
Filed 2026-10-19
South Shore Capital Advisors
DECREASED
Shares647 from 1,451
Change-804 (-55%)
Value$292.2K (-$420.6K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares639 from 638
Change+1 (+0%)
Value$288.9K (-$24.4K)
Filed 2026-10-13
Quantum Financial Advisors, LLC
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$288.4K (-$25.0K)
Filed 2026-11-03
Diversified Management Inc
INCREASED
Shares636 from 630
Change+6 (+1%)
Value$287.5K (-$22.0K)
Filed 2026-10-08
Marathon Strategic Advisors, LLC
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$287.5K (-$24.9K)
Filed 2026-10-20
May Hill Capital, LLC
DECREASED
Shares635 from 636
Change-1 (0%)
Value$287.0K (-$25.4K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares631 from 635
Change-4 (-1%)
Value$285.2K (-$26.7K)
Filed 2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED
Shares629 from 819
Change-190 (-23%)
Value$284.3K (-$118.0K)
Filed 2026-10-28
Crew Capital Management, Ltd
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$283.8K (-$24.6K)
Filed 2026-10-28
Titleist Asset Management, LLC
INCREASED
Shares626 from 515
Change+111 (+22%)
Value$282.8K (+$30.3K)
Filed 2026-10-08
Seven Hills Financial, LLC
NEW
Shares623
Change+623
Value$281.6K
Filed 2026-10-13
Oppenheimer Asset Management Inc.
DECREASED
Shares620 from 650
Change-30 (-5%)
Value$280.2K (-$39.0K)
Filed 2026-10-27
Ninety One SA (PTY) Ltd
DECREASED
Shares618 from 627
Change-9 (-1%)
Value$282.6K (-$26.0K)
Filed 2026-10-15
Braun-Bostich & Associates Inc.
DECREASED
Shares616 from 622
Change-6 (-1%)
Value$278.4K (-$27.1K)
Filed 2026-10-20
Uniting Wealth Partners, LLC
INCREASED
Shares612 from 482
Change+130 (+27%)
Value$276.6K (+$39.9K)
Filed 2026-11-06
United Advisor Group, LLC
INCREASED
Shares611 from 538
Change+73 (+14%)
Value$276.2K (+$11.9K)
Filed 2026-11-03
Solutions 4 Wealth, Ltd
INCREASED
Shares611 from 607
Change+4 (+1%)
Value$276.2K (-$22.0K)
Filed 2026-11-03
Ifrah Financial Services, Inc.
DECREASED
Shares609 from 665
Change-56 (-8%)
Value$275.4K (-$51.4K)
Filed 2026-10-13
Douglas Lane & Associates, LLC
DECREASED
Shares608 from 757
Change-149 (-20%)
Value$274.8K (-$97.0K)
Filed 2026-10-09
Legacy Wealth Partners, LLC
DECREASED
Shares608 from 621
Change-13 (-2%)
Value$274.8K (-$30.2K)
Filed 2026-10-15
Kestra Investment Management, LLC
INCREASED
Shares605 from 449
Change+156 (+35%)
Value$273.3K (+$52.6K)
Filed 2026-11-04
Alpha Family Trust
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$297.2K ($0)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares603 from 570
Change+33 (+6%)
Value$271.9K (-$8.0K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares603 from 607
Change-4 (-1%)
Value$272.5K (-$25.6K)
Filed 2026-10-14
World Equity Group, Inc.
DECREASED
Shares602 from 1,614
Change-1,012 (-63%)
Value$271.9K (-$520.6K)
Filed 2026-10-14
Hudock, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$271.2K (-$23.5K)
Filed 2026-10-14
Genesee Capital Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$271.2K (-$23.5K)
Filed 2026-10-20
Teza Capital Management LLC
NEW
Shares597
Change+597
Value$269.8K
Filed 2026-10-23
Ackerman Capital Advisors, LLC
INCREASED
Shares595 from 507
Change+88 (+17%)
Value$268.9K (+$19.9K)
Filed 2026-10-30
Five Oceans Advisors
DECREASED
Shares590 from 635
Change-45 (-7%)
Value$266.7K (-$45.2K)
Filed 2026-10-22
Heartwood Wealth Advisors LLC
INCREASED
Shares587 from 558
Change+29 (+5%)
Value$265.3K (-$8.8K)
Filed 2026-10-05
Triangle Securities Wealth Management
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$263.5K (-$22.8K)
Filed 2026-10-14
Flynn Zito Capital Management, LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$263.1K (-$22.8K)
Filed 2026-11-04
Eastern Bank
DECREASED
Shares581 from 656
Change-75 (-11%)
Value$262.6K (-$59.6K)
Filed 2026-10-05
Earned Wealth Advisors, LLC
INCREASED
Shares578 from 493
Change+85 (+17%)
Value$261.1K (+$18.8K)
Filed 2026-11-06
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$261.2K (-$22.6K)
Filed 2026-11-05
Northwest Wealth Management, LLC
INCREASED
Shares576 from 499
Change+77 (+15%)
Value$260.3K (+$15.3K)
Filed 2026-10-30
Harrington Investments, Inc
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$259.9K (-$22.5K)
Filed 2026-10-14
North Star Investment Management Corp.
DECREASED
Shares573 from 575
Change-2 (0%)
Value$259.0K (-$23.4K)
Filed 2026-10-27
bLong Financial, LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$257.6K (-$22.3K)
Filed 2026-10-29
Naples Global Advisors, LLC
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$257.2K (-$22.3K)
Filed 2026-11-05
New Covenant Trust Company, N.A.
INCREASED
Shares568 from 420
Change+148 (+35%)
Value$256.7K (+$50.4K)
Filed 2026-10-08
Duncker Streett & Co Inc
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$256.7K (-$22.3K)
Filed 2026-10-27
Schnieders Capital Management, Llc.
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$256.7K (-$22.3K)
Filed 2026-11-09
Aspiriant, LLC
NEW
Shares567
Change+567
Value$256.3K
Filed 2026-10-16
Cooper Financial Group
DECREASED
Shares565 from 622
Change-57 (-9%)
Value$255.5K (-$50.1K)
Filed 2026-10-07
Wendell David Associates Inc
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$255 (-$23)
Filed 2026-10-27
Prevail Innovative Wealth Advisors, LLC
NEW
Shares564
Change+564
Value$263.5K
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares561 from 541
Change+20 (+4%)
Value$253.6K (-$12.1K)
Filed 2026-10-21
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares559 from 589
Change-30 (-5%)
Value$252.7K (-$36.6K)
Filed 2026-11-03
Nordwand Advisors, LLC
DECREASED
Shares554 from 575
Change-21 (-4%)
Value$250.4K (-$32.0K)
Filed 2026-11-05
Woodmont Investment Counsel LLC
INCREASED
Shares552 from 544
Change+8 (+1%)
Value$249.5K (-$17.7K)
Filed 2026-10-29
LVM Capital Management LTD
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$248.6K (+$248.3K)
Filed 2026-10-20
Smithfield Trust Co
DECREASED
Shares549 from 557
Change-8 (-1%)
Value$251 (-$23)
Filed 2026-11-09
Rockland Trust Co
NEW
Shares547
Change+547
Value$247.2K
Filed 2026-10-05
Home Federal Bank of Tennessee
INCREASED
Shares546 from 545
Change+1 (+0%)
Value$246.8K (-$20.9K)
Filed 2026-10-15
LeConte Wealth Management, LLC
INCREASED
Shares545 from 439
Change+106 (+24%)
Value$246.3K (+$30.7K)
Filed 2026-10-20
Van Cleef Asset Management,Inc
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$246.3K (-$21.4K)
Filed 2026-10-20
NovaPoint Capital, LLC
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$246.3K (-$21.4K)
Filed 2026-10-22
Destiny Wealth Partners, LLC
NEW
Shares543
Change+543
Value$224.4K
Filed 2026-11-05
Mayfair Advisory Group, LLC
DECREASED
Shares543 from 547
Change-4 (-1%)
Value$245.4K (-$17.7K)
Filed 2026-10-20
Baker Boyer National Bank
DECREASED
Shares541 from 551
Change-10 (-2%)
Value$244.5K (-$26.1K)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$244.5K (-$21.2K)
Filed 2026-11-04
American National Bank of Texas
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$244.5K (-$21.2K)
Filed 2026-10-07
Sentry LLC
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$243.2K (-$21.1K)
Filed 2026-10-30
Independent Wealth Network Inc.
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$242.5K (-$21.0K)
Filed 2026-10-19
Acorn Wealth Advisors, LLC
INCREASED
Shares536 from 523
Change+13 (+2%)
Value$242.3K (-$14.6K)
Filed 2026-10-19
21 West Wealth Management LLC
DECREASED
Shares535 from 543
Change-8 (-1%)
Value$241.8K (-$24.9K)
Filed 2026-10-13
Unify Financial Advisors
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$239.5K (-$20.8K)
Filed 2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares528 from 536
Change-8 (-1%)
Value$238.4K (-$25.1K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares525 from 19
Change+506 (+2663%)
Value$237.3K (+$227.9K)
Filed 2026-11-03
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$236.4K (-$20.5K)
Filed 2026-10-16
Lincoln Capital Corp
NEW
Shares517
Change+517
Value$233.7K
Filed 2026-10-13
Tritonpoint Wealth, LLC
INCREASED
Shares516 from 431
Change+85 (+20%)
Value$233.4K (+$21.5K)
Filed 2026-10-19
MW Advisory, LLC
DECREASED
Shares516 from 528
Change-12 (-2%)
Value$233.2K (-$26.1K)
Filed 2026-10-19
Cathy Pareto & Associates, Inc
INCREASED
Shares515 from 465
Change+50 (+11%)
Value$232.9K (+$4.6K)
Filed 2026-10-15
Sanders Morris Harris LLC
NEW
Shares514
Change+514
Value$233.6K
Filed 2026-10-14
Roman Butler Fullerton & Co
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$237.9K (-$7.1K)
Filed 2026-10-27
Root Financial Partners, LLC
DECREASED
Shares510 from 631
Change-121 (-19%)
Value$230.5K (-$79.4K)
Filed 2026-10-21
Gainline Financial Partners, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$230.4K (-$20.0K)
Filed 2026-10-15
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$229.9K (-$19.9K)
Filed 2026-10-05
Western Reserve Capital Management, LLC
DECREASED
Shares508 from 517
Change-9 (-2%)
Value$229.6K (-$24.3K)
Filed 2026-10-14
Balentine LLC
DECREASED
Shares507 from 778
Change-271 (-35%)
Value$229.2K (-$153.0K)
Filed 2026-11-03
QTR Family Wealth, LLC
NEW
Shares506
Change+506
Value$228.7K
Filed 2026-11-02
Balefire, LLC
DECREASED
Shares506 from 823
Change-317 (-39%)
Value$228.7K (-$175.5K)
Filed 2026-10-09
Hudson Capital Management LLC
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$227.8K (-$19.8K)
Filed 2026-10-20
Wedge Capital Management L L P
DECREASED
Shares503 from 506
Change-3 (-1%)
Value$227.3K (-$21.2K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$226.9K (-$19.7K)
Filed 2026-11-02
TCI Wealth Advisors, Inc.
DECREASED
Shares500 from 541
Change-41 (-8%)
Value$226.0K (-$39.7K)
Filed 2026-10-30
CRA Financial Services, LLC
INCREASED
Shares500 from 474
Change+26 (+5%)
Value$226.0K (-$6.8K)
Filed 2026-10-16
Pacifica Partners Inc.
DECREASED
Shares500 from 507
Change-7 (-1%)
Value$229.6K (-$12.7K)
Filed 2026-10-09
Nfsg Corp
DECREASED
Shares499 from 532
Change-33 (-6%)
Value$225.5K (-$35.8K)
Filed 2026-10-15
Zega Investments, LLC
DECREASED
Shares499 from 514
Change-15 (-3%)
Value$225.5K (-$26.9K)
Filed 2026-11-04
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares497 from 471
Change+26 (+6%)
Value$224.7K (-$6.4K)
Filed 2026-10-20
Almanack Investment Partners, Llc.
INCREASED
Shares496 from 421
Change+75 (+18%)
Value$224.2K (+$17.4K)
Filed 2026-11-03
Balboa Wealth Partners
DECREASED
Shares496 from 538
Change-42 (-8%)
Value$224.2K (-$40.1K)
Filed 2026-10-20
Auxano Advisors, LLC
INCREASED
Shares492 from 491
Change+1 (+0%)
Value$222.4K (-$18.8K)
Filed 2026-11-06
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$222.4K (-$19.3K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
DECREASED
Shares491 from 494
Change-3 (-1%)
Value$221.9K (-$20.7K)
Filed 2026-10-23
Asset One Wealth Management LLC
DECREASED
Shares489 from 507
Change-18 (-4%)
Value$221.0K (-$22.4K)
Filed 2026-11-02
Jacobsen Capital Management
INCREASED
Shares485 from 484
Change+1 (+0%)
Value$219.2K (-$18.5K)
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares484 from 551
Change-67 (-12%)
Value$218.8K (-$51.9K)
Filed 2026-10-23
Ibex Wealth Advisors
INCREASED
Shares484 from 483
Change+1 (+0%)
Value$218.5K (-$18.5K)
Filed 2026-11-06
L. Roy Papp & Associates, LLP
INCREASED
Shares480 from 410
Change+70 (+17%)
Value$217.0K (+$15.6K)
Filed 2026-10-21
Quantum Financial Partners LLC
DECREASED
Shares474 from 500
Change-26 (-5%)
Value$214.2K (-$31.3K)
Filed 2026-10-19
Succession Financial, Inc.
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$214.4K (-$18.6K)
Filed 2026-10-14
PCG Asset Management, LLC
INCREASED
Shares470 from 415
Change+55 (+13%)
Value$212.4K (+$8.2K)
Filed 2026-11-05
Heritage Wealth Management, Inc.
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$212.4K (-$18.4K)
Filed 2026-10-28
Baldwin Wealth Partners LLC
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$210.6K (-$18.3K)
Filed 2026-10-13
Marin Bay Wealth Advisors, LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$208.8K (-$18.1K)
Filed 2026-10-28
Adelphi Trust Co
NEW
Shares459
Change+459
Value$207.5K
Filed 2026-10-05
Elco Management Co., LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$207.0K (-$17.9K)
Filed 2026-10-14
Greenfield Savings Bank
DECREASED
Shares457 from 465
Change-8 (-2%)
Value$206.6K (-$21.8K)
Filed 2026-10-07
Symmetry Partners, LLC
DECREASED
Shares454 from 525
Change-71 (-14%)
Value$205.1K (-$52.7K)
Filed 2026-10-27
Certified Advisory Corp
INCREASED
Shares452 from 444
Change+8 (+2%)
Value$204.3K (-$13.7K)
Filed 2026-10-29
Cadinha & Co LLC
DECREASED
Shares450 from 484
Change-34 (-7%)
Value$203.4K (-$34.3K)
Filed 2026-10-22
Evergreen Private Wealth LLC
INCREASED
Shares448 from 433
Change+15 (+3%)
Value$202.5K (-$10.2K)
Filed 2026-10-30
Rockline Wealth Management, LLC
NEW
Shares447
Change+447
Value$202.0K
Filed 2026-10-26
Atlas Capital Advisors Inc.
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$23.3K (-$193.3K)
Filed 2026-11-09
Archer Investment Corp
INCREASED
Shares424 from 124
Change+300 (+242%)
Value$191.4K (+$130.8K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares418 from 380
Change+38 (+10%)
Value$188.9K (+$2.3K)
Filed 2026-10-21
Southern Michigan Bank & Trust
INCREASED
Shares414 from 393
Change+21 (+5%)
Value$187.1K (-$5.9K)
Filed 2026-10-19
Evermay Wealth Management LLC
NEW
Shares404
Change+404
Value$182.6K
Filed 2026-11-05
Bangor Savings Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$180.8K (-$15.7K)
Filed 2026-10-06
Board of the Pension Protection Fund
NEW
Shares360
Change+360
Value$162.7K
Filed 2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares360 from 1,542
Change-1,182 (-77%)
Value$162.7K (-$594.6K)
Filed 2026-10-14
GoalVest Advisory LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$158.2K (-$13.7K)
Filed 2026-10-02
Chilton Capital Management LLC
NEW
Shares333
Change+333
Value$150.5K
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$146.4K (-$12.7K)
Filed 2026-10-16
City State Bank
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$142.4K (-$12.3K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares314 from 312
Change+2 (+1%)
Value$141.9K (-$11.3K)
Filed 2026-10-13
Highland Investment Advisors LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$139.9K (-$12.1K)
Filed 2026-11-09
Fortitude Family Office, LLC
INCREASED
Shares306 from 248
Change+58 (+23%)
Value$138.3K (+$16.5K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
DECREASED
Shares295 from 326
Change-31 (-10%)
Value$133.3K (-$26.8K)
Filed 2026-10-13
First United Bank & Trust
DECREASED
Shares289 from 292
Change-3 (-1%)
Value$130.6K (-$12.8K)
Filed 2026-10-22
Manchester Capital Management LLC
DECREASED
Shares287 from 467
Change-180 (-39%)
Value$129.7K (-$99.7K)
Filed 2026-10-22
American National Bank & Trust
DECREASED
Shares287 from 310
Change-23 (-7%)
Value$129.7K (-$22.5K)
Filed 2026-10-07
GHP Investment Advisors, Inc.
DECREASED
Shares275 from 305
Change-30 (-10%)
Value$124.3K (-$25.5K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares274 from 263
Change+11 (+4%)
Value$123.9K (-$5.3K)
Filed 2026-11-05
Private Wealth Management Group, LLC
INCREASED
Shares271 from 113
Change+158 (+140%)
Value$122.5K (+$67.0K)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares261 from 55
Change+206 (+375%)
Value$118.0K (+$91.0K)
Filed 2026-10-26
Princeton Global Asset Management LLC
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$117.1K (-$10.1K)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares254 from 216
Change+38 (+18%)
Value$114.8K (+$8.7K)
Filed 2026-11-05
PlanVest Financial, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$113.0K (-$9.8K)
Filed 2026-11-09
Arlington Trust Co LLC
INCREASED
Shares249 from 81
Change+168 (+207%)
Value$112.5K (+$72.8K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$112.1K (-$9.7K)
Filed 2026-10-07
Westside Investment Management, Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$111.3K (-$6.5K)
Filed 2026-11-02
Toth Financial Advisory Corp
INCREASED
Shares239 from 216
Change+23 (+11%)
Value$108.0K (+$1.9K)
Filed 2026-10-08
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$108.0K (-$9.4K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$106 (-$9)
Filed 2026-11-04
Motco
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$103.5K (-$9.0K)
Filed 2026-11-09
Hickory Point Bank & Trust
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$101.7K (-$8.8K)
Filed 2026-10-01
Financial Perspectives, Inc
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$101.7K (-$8.8K)
Filed 2026-11-03
Bell Investment Advisors, Inc
INCREASED
Shares208 from 205
Change+3 (+1%)
Value$94.0K (-$6.7K)
Filed 2026-10-29
PFS Partners, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$94.1K (-$7.9K)
Filed 2026-10-21
Abound Wealth Management
INCREASED
Shares207 from 203
Change+4 (+2%)
Value$93.7K (-$5.8K)
Filed 2026-10-26
Salomon & Ludwin, LLC
DECREASED
Shares205 from 236
Change-31 (-13%)
Value$92.7K (-$21.7K)
Filed 2026-10-29
Compass Financial Management LLC
NEW
Shares204
Change+204
Value$92.0K
Filed 2026-10-30
Darwin Wealth Management, LLC
INCREASED
Shares200 from 0
Change+200
Value$90.6K (+$90.3K)
Filed 2026-11-09
Peoples Financial Services Corp.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$90.4K (-$7.8K)
Filed 2026-10-20
Financially Speaking Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$90.4K (+$7.0K)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares199
Change+199
Value$89.9K
Filed 2026-10-19
MV Capital Management, Inc.
DECREASED
Shares195 from 202
Change-7 (-3%)
Value$88.1K (-$11.1K)
Filed 2026-10-29
Owl Creek Wealth Partners LLC
INCREASED
Shares189 from 184
Change+5 (+3%)
Value$85.4K (-$4.9K)
Filed 2026-10-20
Farmers & Merchants Investments Inc
DECREASED
Shares186 from 200
Change-14 (-7%)
Value$84.1K (-$14.2K)
Filed 2026-10-22
General Partner, Inc.
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$82.3K (-$7.1K)
Filed 2026-10-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$80.9K (-$7.0K)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares178 from 164
Change+14 (+9%)
Value$80.4K (-$94)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
INCREASED
Shares175 from 167
Change+8 (+5%)
Value$79 (-$3)
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$72.3K (-$6.3K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
DECREASED
Shares157 from 158
Change-1 (-1%)
Value$71.0K (-$6.6K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED
Shares155 from 135
Change+20 (+15%)
Value$70.1K (+$3.8K)
Filed 2026-10-27
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$70.1K (-$6.1K)
Filed 2026-10-28
Key FInancial Inc
INCREASED
Shares153 from 109
Change+44 (+40%)
Value$69.2K (+$15.6K)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares150 from 144
Change+6 (+4%)
Value$67.8K (-$2.9K)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$67.8K (-$5.9K)
Filed 2026-10-13
Davis Capital Management
DECREASED
Shares149 from 167
Change-18 (-11%)
Value$67.3K (-$14.7K)
Filed 2026-10-08
Pinnacle Bancorp, Inc.
INCREASED
Shares145 from 100
Change+45 (+45%)
Value$65.5K (+$16.4K)
Filed 2026-10-21
Guardian Partners Inc.
NEW
Shares142
Change+142
Value$64.2K
Filed 2026-10-21
TFC Financial Management, Inc.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$64.2K (-$5.6K)
Filed 2026-10-26
Wealth Analytics Partners, LLC
NEW
Shares140
Change+140
Value$63.3K
Filed 2026-10-19
Plante Moran Financial Advisors, LLC
INCREASED
Shares137 from 1
Change+136 (+13600%)
Value$61.9K (+$61.4K)
Filed 2026-11-04
Deseret Mutual Benefit Administrators
INCREASED
Shares137 from 96
Change+41 (+43%)
Value$61.9K (+$14.8K)
Filed 2026-11-04
Old Second National Bank of Aurora
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$61.0K (-$5.3K)
Filed 2026-10-22
Rothwell Investment Advisors, LLC
NEW
Shares133
Change+133
Value$60.0K
Filed 2026-11-06
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares132 from 134
Change-2 (-1%)
Value$59.7K (-$6.2K)
Filed 2026-11-06
Strive Financial Group,LLC
NEW
Shares129
Change+129
Value$58.3K
Filed 2026-11-09
Physician Wealth Advisors, Inc.
INCREASED
Shares126 from 82
Change+44 (+54%)
Value$57.0K (+$16.7K)
Filed 2026-10-20
Palladiem, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$56.9K (-$4.8K)
Filed 2026-11-09
Morse Asset Management, Inc
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$56.5K (-$4.9K)
Filed 2026-11-09
Nova Financial LLC
NEW
Shares124
Change+124
Value$56.0K
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$55.1K (-$4.8K)
Filed 2026-10-05
Barrett & Company, Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$54.2K (-$4.7K)
Filed 2026-10-22
Pittenger & Anderson Inc
INCREASED
Shares116 from 100
Change+16 (+16%)
Value$52.4K (+$3.3K)
Filed 2026-11-02
McCarley & Cook Financial Planners
INCREASED
Shares116 from 115
Change+1 (+1%)
Value$52.4K (-$4.1K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$52.0K (-$4.5K)
Filed 2026-10-23
Kingdom Financial Group Llc.
DECREASED
Shares111 from 434
Change-323 (-74%)
Value$50.1K (-$163.1K)
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares105 from 65
Change+40 (+62%)
Value$47.5K (+$15.5K)
Filed 2026-10-13
Axiom Investment Management LLC
DECREASED
Shares105 from 119
Change-14 (-12%)
Value$47.5K (-$11.0K)
Filed 2026-11-03
Tradewinds Capital Management, LLC
INCREASED
Shares104 from 95
Change+9 (+9%)
Value$47.0K (+$345)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares104 from 106
Change-2 (-2%)
Value$47.4K (-$5.0K)
Filed 2026-11-02
Madden Securities Corp
NEW
Shares102
Change+102
Value$46.1K
Filed 2026-10-27
James T. Borello RIA
INCREASED
Shares102 from 72
Change+30 (+42%)
Value$46.1K (+$10.7K)
Filed 2026-10-16
Align Financial, LLC
INCREASED
Shares102 from 100
Change+2 (+2%)
Value$46.1K (-$3.0K)
Filed 2026-10-16
Godsey & Gibb, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$45.2K (-$3.9K)
Filed 2026-10-14
Flagship Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$45.2K (-$3.9K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$45.2K (-$3.9K)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
INCREASED
Shares99 from 81
Change+18 (+22%)
Value$44.7K (+$5.0K)
Filed 2026-10-28
Ares Financial Consulting, LLC
INCREASED
Shares98 from 53
Change+45 (+85%)
Value$44.3K (+$18.3K)
Filed 2026-10-19
Horizon Financial Services, LLC
DECREASED
Shares94 from 113
Change-19 (-17%)
Value$42.5K (-$13.0K)
Filed 2026-11-04
Avion Wealth
INCREASED
Shares93 from 83
Change+10 (+12%)
Value$42 (+$2)
Filed 2026-11-04
Clean Yield Group
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$41.6K (-$3.6K)
Filed 2026-10-28
Walsh & Associates, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$40.7K (-$3.5K)
Filed 2026-11-09
Creative Financial Designs Inc
DECREASED
Shares88 from 90
Change-2 (-2%)
Value$39.8K (-$4.4K)
Filed 2026-11-04
Highline Wealth Partners LLC
DECREASED
Shares85 from 87
Change-2 (-2%)
Value$38.4K (-$4.3K)
Filed 2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$36.6K (-$3.2K)
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares80 from 20
Change+60 (+300%)
Value$36.2K (+$26.3K)
Filed 2026-10-30
Creative Capital Management Investments LLC
INCREASED
Shares79 from 66
Change+13 (+20%)
Value$35.7K (+$3.3K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares66 from 56
Change+10 (+18%)
Value$29.8K (+$2.5K)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares66 from 69
Change-3 (-4%)
Value$29.9K (-$3.9K)
Filed 2026-10-16
Joseph Group Capital Management
INCREASED
Shares65 from 63
Change+2 (+3%)
Value$29.4K (-$1.6K)
Filed 2026-11-04
Hughes Financial Services, LLC
INCREASED
Shares55 from 52
Change+3 (+6%)
Value$23.7K (-$1.8K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
DECREASED
Shares53 from 58
Change-5 (-9%)
Value$24.0K (-$4.5K)
Filed 2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$24.0K (-$2.1K)
Filed 2026-11-04
WPG Advisers, LLC
DECREASED
Shares52 from 68
Change-16 (-24%)
Value$23.5K (-$9.9K)
Filed 2026-10-27
United Community Bank
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$23.5K (-$2.0K)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
INCREASED
Shares50 from 47
Change+3 (+6%)
Value$22.7K (-$492)
Filed 2026-11-04
SouthState Bank Corp
INCREASED
Shares50 from 49
Change+1 (+2%)
Value$22.6K (-$1.5K)
Filed 2026-11-09
Trust Co
INCREASED
Shares49 from 25
Change+24 (+96%)
Value$22.1K (+$9.9K)
Filed 2026-10-09
Bare Financial Services, Inc
INCREASED
Shares49 from 47
Change+2 (+4%)
Value$22.1K (-$937)
Filed 2026-11-04
Covestor Ltd
DECREASED
Shares47 from 61
Change-14 (-23%)
Value$22 (-$8)
Filed 2026-10-30
Winch Advisory Services, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$21.3K (-$1.8K)
Filed 2026-11-06
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$19.9K (-$1.7K)
Filed 2026-11-09
Elevation Wealth Partners, LLC
DECREASED
Shares42 from 66
Change-24 (-36%)
Value$19.0K (-$13.4K)
Filed 2026-10-07
Addison Advisors LLC
INCREASED
Shares40 from 28
Change+12 (+43%)
Value$18.1K (+$4.3K)
Filed 2026-11-06
Community Financial Services Group, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$18.4K (-$1.0K)
Filed 2026-10-15
Heritage Family Offices, LLP
NEW
Shares39
Change+39
Value$17.6K
Filed 2026-11-02
Marquette Asset Management, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$17.2K (-$1.5K)
Filed 2026-10-09
Burk Holdings LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$17.2K (-$1.5K)
Filed 2026-11-05
Albion Financial Group
INCREASED
Shares37 from 35
Change+2 (+6%)
Value$16.9K (-$341)
Filed 2026-10-21
Aspect Partners, LLC
INCREASED
Shares37 from 36
Change+1 (+3%)
Value$16.7K (-$958)
Filed 2026-10-20
Roxbury Financial LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$16.8K (-$1.4K)
Filed 2026-10-01
Olistico Wealth, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$16.7K (-$1.5K)
Filed 2026-10-05
Triumph Capital Management
INCREASED
Shares36 from 35
Change+1 (+3%)
Value$16.3K (-$920)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED
Shares35 from 32
Change+3 (+9%)
Value$15.8K (+$102)
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$15.8K (-$1.4K)
Filed 2026-11-04
Rydar Equities, Inc.
NEW
Shares34
Change+34
Value$15.9K
Filed 2026-10-13
Phillip James Consulting Co.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$15.4K (-$1.3K)
Filed 2026-11-03
Coston, McIsaac & Partners
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$14.9K (+$14.9K)
Filed 2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares32 from 30
Change+2 (+7%)
Value$14.5K (-$271)
Filed 2026-10-28
Citizens National Bank Trust Department
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$14.5K (-$1.3K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$15.2K ($0)
Filed 2026-11-05
Gleason Group, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$13.6K (-$1.2K)
Filed 2026-10-15
High Note Wealth, LLC
INCREASED
Shares28 from 16
Change+12 (+75%)
Value$12.7K (+$4.8K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
DECREASED
Shares27 from 46
Change-19 (-41%)
Value$12.2K (-$10.4K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
NEW
Shares26
Change+26
Value$11.7K
Filed 2026-11-03
IMG Wealth Management, Inc.
INCREASED
Shares26 from 20
Change+6 (+30%)
Value$11.8K (+$1.9K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares26 from 31
Change-5 (-16%)
Value$11.8K (-$3.5K)
Filed 2026-10-28
Bayforest Capital Ltd
DECREASED
Shares25 from 55
Change-30 (-55%)
Value$11.3K (-$15.7K)
Filed 2026-11-03
Costello Asset Management, Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$11.3K (-$979)
Filed 2026-10-30
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$11.3K (-$979)
Filed 2026-11-09
Pacific Center for Financial Services
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$11.3K (-$979)
Filed 2026-10-15
Torren Management, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$10.8K (-$940)
Filed 2026-10-29
Reap Financial Group, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$10.8K (-$940)
Filed 2026-11-02
Redwood Park Advisors LLC
INCREASED
Shares23 from 1
Change+22 (+2200%)
Value$10.4K (+$9.9K)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$10.3K (-$890)
Filed 2026-10-16
Downshift Financial, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$9.9K (-$862)
Filed 2026-10-13
Planning Strategies Inc.
INCREASED
Shares21 from 18
Change+3 (+17%)
Value$9.5K (+$651)
Filed 2026-10-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$9.5K (-$822)
Filed 2026-11-04
Clark Wealth Partners
INCREASED
Shares19 from 14
Change+5 (+36%)
Value$8.6K (+$1.7K)
Filed 2026-10-19
Dogwood Wealth Management LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$8.6K (-$744)
Filed 2026-11-09
Valued Wealth Advisors LLC
DECREASED
Shares18 from 19
Change-1 (-5%)
Value$8.1K (-$1.2K)
Filed 2026-11-05
Country Trust Bank
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$8.1K (-$705)
Filed 2026-10-30
Birch Financial Group, LLC
NEW
Shares17
Change+17
Value$7.7K
Filed 2026-10-27
United Financial Planning Group LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$7.7K (-$666)
Filed 2026-11-04
DT Investment Partners, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$7.7K (-$666)
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$7.7K (-$666)
Filed 2026-10-05
J.Safra Asset Management Corp
DECREASED
Shares16 from 924
Change-908 (-98%)
Value$7.2K (-$446.6K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares15
Change+15
Value$6.8K
Filed 2026-10-27
Community Bank, N.A.
NEW
Shares15
Change+15
Value$6.8K
Filed 2026-11-06
Security National Bank
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$6.8K (-$587)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares13
Change+13
Value$5.9K
Filed 2026-10-09
Clayton Financial Group LLC
NEW
Shares13
Change+13
Value$5.9K
Filed 2026-10-13
Retirement Wealth Solutions LLC
INCREASED
Shares13 from 6
Change+7 (+117%)
Value$5.9K (+$2.9K)
Filed 2026-10-07
Yankcom Partnership
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$5.4K (-$470)
Filed 2026-10-15
Markowski Investments
NEW
Shares11
Change+11
Value$5.0K
Filed 2026-10-30
Proathlete Wealth Management LLC
INCREASED
Shares11 from 4
Change+7 (+175%)
Value$5.0K (+$3.0K)
Filed 2026-10-15
Activest Wealth Management
INCREASED
Shares11 from 8
Change+3 (+38%)
Value$5.0K (+$1.0K)
Filed 2026-10-15
American Capital Advisory, LLC
INCREASED
Shares11 from 10
Change+1 (+10%)
Value$5.0K (+$60)
Filed 2026-10-28
Fairscale Capital, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.5K (-$893)
Filed 2026-11-04
KFG LLC
NEW
Shares10
Change+10
Value$4.5K
Filed 2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.5K (-$392)
Filed 2026-10-09
Reyes Financial Architecture, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.5K (-$392)
Filed 2026-10-22
Rakuten Securities, Inc.
INCREASED
Shares9 from 8
Change+1 (+13%)
Value$4.1K (+$139)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$4.1K (-$352)
Filed 2026-10-15
Nvest Wealth Strategies, Inc.
NEW
Shares8
Change+8
Value$3.6K
Filed 2026-10-14
Three Bridge Wealth Advisors, LLC
NEW
Shares8
Change+8
Value$3.6K
Filed 2026-11-05
Foresight Capital Management Advisors, Inc.
NEW
Shares8
Change+8
Value$3.6K
Filed 2026-10-27
Maseco LLP
NEW
Shares7
Change+7
Value$3.2K
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares7
Change+7
Value$3
Filed 2026-10-14
Acumen Wealth Advisors, LLC
NEW
Shares7
Change+7
Value$3.2K
Filed 2026-11-05
Breakwater Investment Management
INCREASED
Shares7 from 1
Change+6 (+600%)
Value$3.2K (+$2.7K)
Filed 2026-10-20
Quaker Wealth Management, LLC
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$3.2K (+$217)
Filed 2026-10-22
Key Capital Management, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$3.2K (-$274)
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$3.2K (-$274)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares6
Change+6
Value$2.7K
Filed 2026-10-27
N.E.W. Advisory Services LLC
INCREASED
Shares6 from 3
Change+3 (+100%)
Value$2.7K (+$1.2K)
Filed 2026-11-09
Armstrong Advisory Group, Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.7K (-$235)
Filed 2026-10-09
Ashurst Perkins Coie Trust Co
NEW
Shares5
Change+5
Value$2.3K
Filed 2026-10-15
Tidemark, LLC
INCREASED
Shares5 from 1
Change+4 (+400%)
Value$2.3K (+$1.8K)
Filed 2026-11-09
DecisionPoint Financial, LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$2.3K (+$356)
Filed 2026-10-27
Kennebec Savings Bank
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.3K (-$196)
Filed 2026-10-22
RMG Wealth Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.3K (-$141)
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.3K (-$196)
Filed 2026-10-15
PayPay Securities Corp
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.3K (-$196)
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
NEW
Shares4
Change+4
Value$1.8K
Filed 2026-10-16
William Mack & Associates, Inc.
NEW
Shares4
Change+4
Value$1.8K
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares4 from 7
Change-3 (-43%)
Value$1.8K (-$1.6K)
Filed 2026-11-03
Trifecta Capital Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.8K (-$157)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.8K (-$157)
Filed 2026-11-02
Roble, Belko & Company, Inc
DECREASED
Shares3 from 20
Change-17 (-85%)
Value$1 (-$9)
Filed 2026-11-09
Decker Retirement Planning Inc.
DECREASED
Shares3 from 14
Change-11 (-79%)
Value$1.6K (-$5.5K)
Filed 2026-10-19
Fortis Group Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.4K (-$117)
Filed 2026-11-06
Newton One Investments LLC
NEW
Shares2
Change+2
Value$691
Filed 2026-10-14
Lodestone Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$904 (-$78)
Filed 2026-10-14
Mascoma Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$904 (-$78)
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares1
Change+1
Value$452
Filed 2026-10-27
StrongBox Wealth, LLC
NEW
Shares1
Change+1
Value$452
Filed 2026-11-02
Meriwether Wealth & Planning, LLC
NEW
Shares1
Change+1
Value$452
Filed 2026-10-13
Mosley Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$457 (-$34)
Filed 2026-10-16
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$452 (-$40)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$36
Filed 2026-11-02
Aware Super Pty Ltd as trustee of Aware Super
CLOSED
Shares0 from 99,885
Change-99,885 (-100%)
Value$0 (-$49.1M)
Filed 2026-10-30
Jefferies Financial Group Inc.
CLOSED
Shares0 from 94,695
Change-94,695 (-100%)
Value$0 (-$46.5M)
Filed 2026-11-05
Alberta Investment Management Corp
CLOSED
Shares0 from 21,700
Change-21,700 (-100%)
Value$0 (-$10.7M)
Filed 2026-11-09
Kepler Cheuvreux (Suisse) SA
CLOSED
Shares0 from 19,881
Change-19,881 (-100%)
Value$0 (-$9.8M)
Filed 2026-10-20
TTP Investments, Inc.
CLOSED
Shares0 from 8,002
Change-8,002 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 7,893
Change-7,893 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-16
Oak Thistle LLC
CLOSED
Shares0 from 6,094
Change-6,094 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-21
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-03
Analyst IMS Investment Management Services Ltd.
CLOSED
Shares0 from 4,969
Change-4,969 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
CLOSED
Shares0 from 4,939
Change-4,939 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-09
Broad Peak Investment Advisers Pte Ltd
CLOSED
Shares0 from 4,700
Change-4,700 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-02
Dara Capital US, Inc.
CLOSED
Shares0 from 3,352
Change-3,352 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-29
Bellwether Advisors, LLC
CLOSED
Shares0 from 2,467
Change-2,467 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-09
Investment House LLC
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Lecap Asset Management LTD
CLOSED
Shares0 from 1,970
Change-1,970 (-100%)
Value$0 (-$967.6K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 1,814
Change-1,814 (-100%)
Value$0 (-$891.0K)
Filed 2026-10-14
LEE Johnson Capital Management, LLC
CLOSED
Shares0 from 1,715
Change-1,715 (-100%)
Value$0 (-$842.3K)
Filed 2026-11-09
Econ Financial Services Corp
CLOSED
Shares0 from 1,525
Change-1,525 (-100%)
Value$0 (-$749.0K)
Filed 2026-10-19
Associated Banc-Corp
CLOSED
Shares0 from 1,114
Change-1,114 (-100%)
Value$0 (-$547.2K)
Filed 2026-10-30
Johnson Financial Group, LLC
CLOSED
Shares0 from 945
Change-945 (-100%)
Value$0 (-$464.1K)
Filed 2026-11-03
Vest Financial, LLC
CLOSED
Shares0 from 869
Change-869 (-100%)
Value$0 (-$426.8K)
Filed 2026-10-21
tru Independence LLC
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$424.3K)
Filed 2026-10-20
Inscription Capital, LLC
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$405.0K)
Filed 2026-11-02
Saxony Capital Management, LLC
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$356.1K)
Filed 2026-10-15
Financial Insights, Inc.
CLOSED
Shares0 from 681
Change-681 (-100%)
Value$0 (-$334.5K)
Filed 2026-10-27
Impact Investors, Inc
CLOSED
Shares0 from 621
Change-621 (-100%)
Value$0 (-$305.0K)
Filed 2026-11-02
Delta Investment Management, LLC
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$302.1K)
Filed 2026-11-09
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 596
Change-596 (-100%)
Value$0 (-$292.7K)
Filed 2026-10-21
Athena Wealth Management, LLC
CLOSED
Shares0 from 558
Change-558 (-100%)
Value$0 (-$274.1K)
Filed 2026-10-09
West Family Investments, Inc.
CLOSED
Shares0 from 534
Change-534 (-100%)
Value$0 (-$262.3K)
Filed 2026-11-09
Gallacher Capital Management LLC
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$259.1K)
Filed 2026-10-30
CenterBook Partners LP
CLOSED
Shares0 from 514
Change-514 (-100%)
Value$0 (-$252.5K)
Filed 2026-11-02
Focused Alpha, LLC
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$248.2K)
Filed 2026-10-20
Upper Left Wealth Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$245.6K)
Filed 2026-10-14
Pinkerton Wealth, LLC
CLOSED
Shares0 from 499
Change-499 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-29
Allen Capital Group, LLC
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$235.8K)
Filed 2026-10-27
Drive Wealth Management, LLC
CLOSED
Shares0 from 479
Change-479 (-100%)
Value$0 (-$235.7K)
Filed 2026-11-09
SteelPeak Wealth, LLC
CLOSED
Shares0 from 476
Change-476 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-16
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$232.8K)
Filed 2026-10-20
Synergy Asset Management, LLC
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$232.8K)
Filed 2026-11-05
Belpointe Asset Management LLC
CLOSED
Shares0 from 465
Change-465 (-100%)
Value$0 (-$228.4K)
Filed 2026-11-09
Sovran Advisors, LLC
CLOSED
Shares0 from 452
Change-452 (-100%)
Value$0 (-$212.3K)
Filed 2026-11-02
TritonPoint Partners, LLC
CLOSED
Shares0 from 438
Change-438 (-100%)
Value$0 (-$215.3K)
Filed 2026-11-05
55 North Private Wealth, LLC
CLOSED
Shares0 from 433
Change-433 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-20
MBA Advisors LLC
CLOSED
Shares0 from 432
Change-432 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-29
Westover Capital Advisors, LLC
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-26
Courier Capital LLC
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-28
Southland Equity Partners LLC
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-14
Burkett Asset Management Ltd
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-13
Tactive Advisors, LLC
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-08
Dutch Asset Corp
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-20
BCM Advisors, LLC
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$200.6K)
Filed 2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED
Shares0 from 414
Change-414 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-16
Intrua Financial, LLC
CLOSED
Shares0 from 412
Change-412 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-28
Correct Capital Wealth Management
CLOSED
Shares0 from 411
Change-411 (-100%)
Value$0 (-$201.9K)
Filed 2026-11-02
Levin Capital Strategies, L.P.
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$201.4K)
Filed 2026-11-02
Redwood Family Wealth LLC
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-13
Knuff & Co LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$98.2K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$77)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 181
Change-181 (-100%)
Value$0 (-$85.7K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$74.2K)
Filed 2026-10-15
BankPlus Trust Department
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$60.4K)
Filed 2026-11-06
Park Place Capital Corp
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$24.6K)
Filed 2026-11-09
Stone House Investment Management, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-29
Evolution Wealth Management Inc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$12.3K)
Filed 2026-10-28
First Bancorp, Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-26
Trust Co of Toledo NA
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-16
Tsfg, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$8)
Filed 2026-10-23
Kelleher Financial Advisors
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-07
Navigoe, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1)
Filed 2026-11-04
CKW Financial Group
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1)
Filed 2026-10-29
Noble Wealth Management PBC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$982)
Filed 2026-10-01
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$24 (-$2)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$553.7K (-$48.0K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 21,876,084
Change-21,876,084 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 14,437,764
Change-14,437,764 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,562,815
Change-12,562,815 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,085,086
Change-10,085,086 (-100%)
Value—
State Street Corp
N/A
Shares— from 10,077,391
Change-10,077,391 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,415,027
Change-5,415,027 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 3,591,869
Change-3,591,869 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,293,486
Change-3,293,486 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,013,749
Change-3,013,749 (-100%)
Value—
Norges Bank
N/A
Shares— from 2,916,886
Change-2,916,886 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,460,507
Change-2,460,507 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,411,385
Change-2,411,385 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,368,517
Change-2,368,517 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,345,431
Change-2,345,431 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,212,165
Change-2,212,165 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 2,097,038
Change-2,097,038 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,834,853
Change-1,834,853 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,770,762
Change-1,770,762 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,748,566
Change-1,748,566 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,522,505
Change-1,522,505 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,518,752
Change-1,518,752 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,493,278
Change-1,493,278 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,408,884
Change-1,408,884 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,371,431
Change-1,371,431 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,270,191
Change-1,270,191 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,166,741
Change-1,166,741 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,115,656
Change-1,115,656 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,110,750
Change-1,110,750 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,072,144
Change-1,072,144 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,070,222
Change-1,070,222 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,056,139
Change-1,056,139 (-100%)
Value—
Capital World Investors
N/A
Shares— from 1,052,828
Change-1,052,828 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 840,041
Change-840,041 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 800,850
Change-800,850 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 795,789
Change-795,789 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 764,932
Change-764,932 (-100%)
Value—
Man Group plc
N/A
Shares— from 703,658
Change-703,658 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 698,906
Change-698,906 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 648,404
Change-648,404 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 635,750
Change-635,750 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 624,303
Change-624,303 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 623,960
Change-623,960 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 591,726
Change-591,726 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 551,827
Change-551,827 (-100%)
Value—
National Pension Service
N/A
Shares— from 532,856
Change-532,856 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 505,476
Change-505,476 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 478,348
Change-478,348 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 476,816
Change-476,816 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 474,371
Change-474,371 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 458,012
Change-458,012 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 447,791
Change-447,791 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 446,447
Change-446,447 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 433,953
Change-433,953 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 428,222
Change-428,222 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 422,951
Change-422,951 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 415,039
Change-415,039 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 402,085
Change-402,085 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 374,581
Change-374,581 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 371,540
Change-371,540 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 370,738
Change-370,738 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 355,861
Change-355,861 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 353,078
Change-353,078 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 341,282
Change-341,282 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 340,874
Change-340,874 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 330,601
Change-330,601 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 330,127
Change-330,127 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 329,856
Change-329,856 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 325,166
Change-325,166 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 323,724
Change-323,724 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 309,792
Change-309,792 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 306,874
Change-306,874 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 301,802
Change-301,802 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 294,162
Change-294,162 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 289,140
Change-289,140 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 282,026
Change-282,026 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 259,342
Change-259,342 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 257,612
Change-257,612 (-100%)
Value—
Aviva PLC
N/A
Shares— from 256,440
Change-256,440 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 239,982
Change-239,982 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 231,691
Change-231,691 (-100%)
Value—
ING Groep NV
N/A
Shares— from 224,264
Change-224,264 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 212,547
Change-212,547 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 212,248
Change-212,248 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 207,380
Change-207,380 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 206,555
Change-206,555 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 202,048
Change-202,048 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 201,563
Change-201,563 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 199,063
Change-199,063 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 196,490
Change-196,490 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 194,930
Change-194,930 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 186,649
Change-186,649 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 182,833
Change-182,833 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 180,390
Change-180,390 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 178,884
Change-178,884 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 175,298
Change-175,298 (-100%)
Value—
FIL Ltd
N/A
Shares— from 161,411
Change-161,411 (-100%)
Value—
Commerce Bank
N/A
Shares— from 150,857
Change-150,857 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 149,087
Change-149,087 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 148,289
Change-148,289 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 141,538
Change-141,538 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 140,728
Change-140,728 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 139,033
Change-139,033 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 134,470
Change-134,470 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 133,411
Change-133,411 (-100%)
Value—
Fosse Capital Partners LLP
N/A
Shares— from 131,737
Change-131,737 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 131,559
Change-131,559 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 130,763
Change-130,763 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 130,720
Change-130,720 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 129,674
Change-129,674 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 128,216
Change-128,216 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 127,938
Change-127,938 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 124,700
Change-124,700 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 121,677
Change-121,677 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 118,122
Change-118,122 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 114,840
Change-114,840 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 112,867
Change-112,867 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 109,243
Change-109,243 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 107,615
Change-107,615 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 106,777
Change-106,777 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 104,464
Change-104,464 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 104,149
Change-104,149 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 104,000
Change-104,000 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 101,315
Change-101,315 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 100,044
Change-100,044 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 96,200
Change-96,200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 94,337
Change-94,337 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 93,577
Change-93,577 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 93,351
Change-93,351 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 92,694
Change-92,694 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 90,239
Change-90,239 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 89,646
Change-89,646 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 87,521
Change-87,521 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 87,220
Change-87,220 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 86,678
Change-86,678 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 86,254
Change-86,254 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 84,927
Change-84,927 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 81,982
Change-81,982 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 81,557
Change-81,557 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 80,565
Change-80,565 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 79,963
Change-79,963 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 79,801
Change-79,801 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 78,544
Change-78,544 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 77,816
Change-77,816 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 77,316
Change-77,316 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 76,839
Change-76,839 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 76,308
Change-76,308 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 74,971
Change-74,971 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 74,035
Change-74,035 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 73,966
Change-73,966 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 72,141
Change-72,141 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 71,256
Change-71,256 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 68,940
Change-68,940 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 68,883
Change-68,883 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 68,652
Change-68,652 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 63,774
Change-63,774 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 59,555
Change-59,555 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 59,250
Change-59,250 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 56,806
Change-56,806 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 56,128
Change-56,128 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 53,848
Change-53,848 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 52,360
Change-52,360 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 52,059
Change-52,059 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 51,595
Change-51,595 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 47,833
Change-47,833 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 47,510
Change-47,510 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 47,008
Change-47,008 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 46,954
Change-46,954 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 44,683
Change-44,683 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44,647
Change-44,647 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 43,530
Change-43,530 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 43,486
Change-43,486 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 43,214
Change-43,214 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 42,871
Change-42,871 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 42,204
Change-42,204 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 41,614
Change-41,614 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 40,178
Change-40,178 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 39,458
Change-39,458 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 39,188
Change-39,188 (-100%)
Value—
&partners
N/A
Shares— from 38,393
Change-38,393 (-100%)
Value—
Dnca Finance
N/A
Shares— from 38,250
Change-38,250 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 36,920
Change-36,920 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 36,881
Change-36,881 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 36,319
Change-36,319 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 35,537
Change-35,537 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 35,535
Change-35,535 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 34,858
Change-34,858 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 34,759
Change-34,759 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 33,543
Change-33,543 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 33,180
Change-33,180 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 33,070
Change-33,070 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 32,754
Change-32,754 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 32,735
Change-32,735 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 32,510
Change-32,510 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 32,105
Change-32,105 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 31,982
Change-31,982 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 30,553
Change-30,553 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 30,542
Change-30,542 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 29,370
Change-29,370 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 28,854
Change-28,854 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 28,834
Change-28,834 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 27,426
Change-27,426 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,756
Change-26,756 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 25,896
Change-25,896 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 25,689
Change-25,689 (-100%)
Value—
Foresight Group Ltd Liability Partnership
N/A
Shares— from 25,643
Change-25,643 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 25,276
Change-25,276 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 25,024
Change-25,024 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 24,561
Change-24,561 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 23,914
Change-23,914 (-100%)
Value—
Prudential PLC
N/A
Shares— from 23,442
Change-23,442 (-100%)
Value—
Blair William & Co
N/A
Shares— from 22,986
Change-22,986 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 22,628
Change-22,628 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 21,398
Change-21,398 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 21,379
Change-21,379 (-100%)
Value—
Allstate Corp
N/A
Shares— from 20,873
Change-20,873 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 20,565
Change-20,565 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 20,546
Change-20,546 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 20,446
Change-20,446 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 20,361
Change-20,361 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 19,948
Change-19,948 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 19,704
Change-19,704 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 19,572
Change-19,572 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 19,266
Change-19,266 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 19,205
Change-19,205 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 19,192
Change-19,192 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 19,060
Change-19,060 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 18,842
Change-18,842 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 17,748
Change-17,748 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 17,619
Change-17,619 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 17,523
Change-17,523 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 17,190
Change-17,190 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 16,834
Change-16,834 (-100%)
Value—
Mirova
N/A
Shares— from 16,508
Change-16,508 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 16,408
Change-16,408 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,383
Change-16,383 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 16,138
Change-16,138 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 15,991
Change-15,991 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 15,820
Change-15,820 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 15,493
Change-15,493 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 15,469
Change-15,469 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 14,994
Change-14,994 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 14,901
Change-14,901 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,710
Change-14,710 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 14,703
Change-14,703 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,314
Change-14,314 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 14,074
Change-14,074 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 14,008
Change-14,008 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,698
Change-13,698 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 13,067
Change-13,067 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 12,818
Change-12,818 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 12,716
Change-12,716 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,551
Change-12,551 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 12,330
Change-12,330 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 12,267
Change-12,267 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 12,046
Change-12,046 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 11,995
Change-11,995 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 11,972
Change-11,972 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 11,753
Change-11,753 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 11,474
Change-11,474 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 11,378
Change-11,378 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,368
Change-11,368 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 11,293
Change-11,293 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 10,983
Change-10,983 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,891
Change-10,891 (-100%)
Value—
Bank OZK
N/A
Shares— from 10,844
Change-10,844 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 10,454
Change-10,454 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 10,436
Change-10,436 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 10,368
Change-10,368 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 10,197
Change-10,197 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 10,151
Change-10,151 (-100%)
Value—
SMA Capital LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 9,876
Change-9,876 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 9,774
Change-9,774 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 9,671
Change-9,671 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 9,610
Change-9,610 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 9,553
Change-9,553 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,530
Change-9,530 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 9,337
Change-9,337 (-100%)
Value—
Capital International LTD
N/A
Shares— from 8,963
Change-8,963 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 8,887
Change-8,887 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,805
Change-8,805 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,791
Change-8,791 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 8,756
Change-8,756 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,737
Change-8,737 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 8,690
Change-8,690 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 8,690
Change-8,690 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 8,652
Change-8,652 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 8,355
Change-8,355 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,957
Change-7,957 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,922
Change-7,922 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 7,845
Change-7,845 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,807
Change-7,807 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 7,669
Change-7,669 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 7,468
Change-7,468 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 7,274
Change-7,274 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 6,911
Change-6,911 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 6,658
Change-6,658 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,476
Change-6,476 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,994
Change-5,994 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 5,974
Change-5,974 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,915
Change-5,915 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 5,844
Change-5,844 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,706
Change-5,706 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 5,637
Change-5,637 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,591
Change-5,591 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,285
Change-5,285 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 5,077
Change-5,077 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 4,981
Change-4,981 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 4,624
Change-4,624 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 3,821
Change-3,821 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
S&CO Inc
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 960
Change-960 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 955
Change-955 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
EWA, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 898
Change-898 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 873
Change-873 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 871
Change-871 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 868
Change-868 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 857
Change-857 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 846
Change-846 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 843
Change-843 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 798
Change-798 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 795
Change-795 (-100%)
Value—
Ossiam
N/A
Shares— from 794
Change-794 (-100%)
Value—
CIM, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 776
Change-776 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 733
Change-733 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 713
Change-713 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 708
Change-708 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 695
Change-695 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Four Tree Island Advisory LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 684
Change-684 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 674
Change-674 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 658
Change-658 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 647
Change-647 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 635
Change-635 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 610
Change-610 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 589
Change-589 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 580
Change-580 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 570
Change-570 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 552
Change-552 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 551
Change-551 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 550
Change-550 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Bank of Marin
N/A
Shares— from 539
Change-539 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 539
Change-539 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 534
Change-534 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 507
Change-507 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 506
Change-506 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 486
Change-486 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 484
Change-484 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 482
Change-482 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 482
Change-482 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 467
Change-467 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 461
Change-461 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 449
Change-449 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 449
Change-449 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 426
Change-426 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 422
Change-422 (-100%)
Value—
Members Trust Co
N/A
Shares— from 420
Change-420 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 419
Change-419 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 418
Change-418 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 416
Change-416 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 411
Change-411 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 381
Change-381 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 364
Change-364 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 294
Change-294 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 278
Change-278 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 269
Change-269 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 257
Change-257 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 251
Change-251 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Quarry LP
N/A
Shares— from 220
Change-220 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 209
Change-209 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 200
Change-200 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 190
Change-190 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 102
Change-102 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 102
Change-102 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 81
Change-81 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 79
Change-79 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 62
Change-62 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 46
Change-46 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 30
Change-30 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 28
Change-28 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 22
Change-22 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 15
Change-15 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10
Change-10 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
S&T Bank
N/A
Shares— from 9
Change-9 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 9
Change-9 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED5,230,4345,198,809+31,625+1%$2.5B$2.4B-$188.5M2026-11-06
Amundi
INCREASED2,359,1701,946,727+412,443+21%$956.2M$1.1B+$110.1M2026-11-06
Bank of New York Mellon Corp
DECREASED2,251,2862,272,867-21,581-1%$1.1B$1.0B-$98.8M2026-11-05
Nordea Investment Management AB
DECREASED1,727,1552,016,899-289,744-14%$992.6M$789.7M-$202.9M2026-11-09
Fisher Asset Management, LLC
DECREASED1,515,3701,720,275-204,905-12%$844.9M$684.9M-$160.0M2026-11-06
Pictet Asset Management Holding SA
DECREASED1,459,5461,556,734-97,188-6%$764.4M$659.7M-$104.7M2026-11-03
Dimensional Fund Advisors LP
INCREASED1,068,9821,066,668+2,314+0%$523.8M$483.2M-$40.6M2026-11-04
Deutsche Bank Ag\
INCREASED962,961897,106+65,855+7%$440.6M$435.2M-$5.4M2026-11-06
Swedbank AB
DECREASED943,733967,025-23,292-2%$475.0M$426.6M-$48.4M2026-10-27
Ninety One UK Ltd
INCREASED926,668923,044+3,624+0%$453.4M$418.8M-$34.5M2026-10-15
Principal Financial Group Inc
DECREASED729,786820,141-90,355-11%$402.8M$329.8M-$73.0M2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED580,949550,997+29,952+5%$270.6M$262.6M-$7.9M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED493,278505,034-11,756-2%$248.1M$223.0M-$25.1M2026-10-29
DekaBank Deutsche Girozentrale
INCREASED426,228419,951+6,277+1%$171.7K$194.3K+$22.5K2026-10-27
Truist Financial Corp
INCREASED410,130400,918+9,212+2%$196.9M$185.4M-$11.5M2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
INCREASED396,562390,646+5,916+2%$191.6M$179.0M-$12.6M2026-10-29
Russell Investments Group, Ltd.
INCREASED345,638317,529+28,109+9%$155.8M$156.3M+$505.8K2026-11-06
Robeco Institutional Asset Management B.V.
INCREASED344,371331,158+13,213+4%$162.7M$155.6M-$7.0M2026-10-20
ABN Amro Investment Solutions
INCREASED320,144305,286+14,858+5%$149.9M$144.7M-$5.2M2026-10-21
Fenimore Asset Management Inc
DECREASED303,706325,912-22,206-7%$160.1M$137.3M-$22.8M2026-10-08
Barclays PLC
DECREASED268,414379,810-111,396-29%$186.5M$121.3M-$65.2M2026-11-06
Acadian Asset Management LLC
INCREASED264,135239,332+24,803+10%$117.5K$119.4K+$1.8K2026-11-09
Danske Bank A/S
INCREASED262,745207,737+55,008+26%$102.0M$118.8M+$16.7M2026-11-09
PNC Financial Services Group, Inc.
DECREASED261,758263,255-1,497-1%$129.3M$118.3M-$11.0M2026-11-06
Citigroup Inc
INCREASED261,393247,757+13,636+6%$121.7M$118.1M-$3.5M2026-11-04
LPL Financial LLC
INCREASED251,207235,316+15,891+7%$115.6M$113.5M-$2.0M2026-11-06
Bank of Montreal
DECREASED226,334314,602-88,268-28%$154.5M$102.3M-$52.2M2026-11-09
Davenport & Co LLC
DECREASED207,317211,714-4,397-2%$103.5M$93.9M-$9.6M2026-10-14
Alecta Tjanstepension Omsesidigt
DECREASED206,800229,400-22,600-10%$112.6M$93.5M-$19.2M2026-11-02
Vontobel Holding Ltd.
INCREASED204,807197,299+7,508+4%$96.9M$92.6M-$4.3M2026-10-16
Meyer Handelman Co
DECREASED201,579202,817-1,238-1%$99.6M$91.1M-$8.5M2026-10-28
MacKenzie Financial Corp
DECREASED176,736249,798-73,062-29%$122.7M$79.9M-$42.8M2026-11-02
AMF Tjanstepension AB
UNCHANGED174,917174,91700%$85.9M$79.1M-$6.9M2026-10-22
Robeco Schweiz AG
DECREASED169,032175,904-6,872-4%$86.4M$76.4M-$10.0M2026-10-23
SEB Asset Management AB
DECREASED156,936162,004-5,068-3%$79.6M$70.9M-$8.6M2026-11-04
Strs Ohio
INCREASED155,945152,538+3,407+2%$74.9M$70.5M-$4.4M2026-10-30
New York State Teachers Retirement System
DECREASED154,865162,886-8,021-5%$80.0K$70.0K-$10.0K2026-10-22
Eurizon Capital SGR S.p.A.
DECREASED119,872124,083-4,211-3%$60.8M$54.3M-$6.5M2026-11-06
PFA Pension, Forsikringsaktieselskab
INCREASED116,65184,224+32,427+39%$41.4M$52.7M+$11.4M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED116,179103,986+12,193+12%$50.4M$53.3M+$2.9M2026-11-04
Creative Planning
INCREASED115,916105,874+10,042+9%$52.0M$52.4M+$391.1K2026-11-02
Handelsbanken Fonder AB
DECREASED112,421115,268-2,847-2%$56.6K$50.8K-$5.8K2026-11-09
Assenagon Asset Management S.A.
INCREASED109,95912,939+97,020+750%$6.4M$49.7M+$43.3M2026-10-15
ASR Vermogensbeheer N.V.
INCREASED109,678102,631+7,047+7%$50.4M$49.6M-$834.4K2026-10-16
Moran Wealth Management, LLC
DECREASED109,348109,513-1650%$53.8M$49.4M-$4.4M2026-10-22
Commonwealth Equity Services, LLC
INCREASED108,946106,375+2,571+2%$52.2M$49.2M-$3.0M2026-11-02
Flossbach VON Storch SE
DECREASED108,294111,490-3,196-3%$54.8M$48.9M-$5.8M2026-10-28
Asset Management One Co., Ltd.
DECREASED107,185109,680-2,495-2%$53.9M$48.4M-$5.4M2026-10-27
Daiwa Securities Group Inc.
INCREASED101,30998,364+2,945+3%$48.3M$45.8M-$2.5M2026-10-29
KCM Investment Advisors LLC
INCREASED96,42394,156+2,267+2%$46.2M$43.6M-$2.7M2026-10-27
Swiss Life Asset Management Ltd
INCREASED93,28975,718+17,571+23%$37.2M$42.2M+$5.0M2026-11-03
Raiffeisen Bank International AG
INCREASED92,11188,961+3,150+4%$42.7M$42.0M-$767.6K2026-10-28
Compagnie Lombard Odier SCmA
INCREASED91,91585,394+6,521+8%$41.9M$41.5M-$398.4K2026-11-04
Trillium Asset Management, LLC
DECREASED87,91690,197-2,281-3%$44.3M$39.7M-$4.6M2026-11-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED85,31690,713-5,397-6%$44.6M$38.6M-$6.0M2026-10-15
Migdal Insurance & Financial Holdings Ltd.
DECREASED84,709102,000-17,291-17%$50.1M$38.3M-$11.8M2026-11-09
Mirae Asset Global Investments Co., Ltd.
INCREASED81,22472,562+8,662+12%$35.6M$36.7M+$1.1M2026-11-03
LBP AM SA
INCREASED78,62362,478+16,145+26%$30.7M$35.5M+$4.8M2026-11-06
KBC Group NV
DECREASED74,67193,982-19,311-21%$46.2K$33.8K-$12.4K2026-10-22
Nisa Investment Advisors, LLC
INCREASED74,35673,825+531+1%$36.3M$33.6M-$2.7M2026-10-20
Eagle Global Advisors LLC
DECREASED73,47173,845-374-1%$36.3M$33.2M-$3.1M2026-11-02
Lansforsakringar Fondforvaltning AB (publ)
INCREASED71,15068,807+2,343+3%$33.8M$32.2M-$1.6M2026-11-09
State of New Jersey Common Pension Fund D
UNCHANGED71,09571,09500%$34.9M$32.1M-$2.8M2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED68,61969,143-524-1%$34.0M$31.0M-$2.9M2026-10-20
US Bancorp \de\
INCREASED67,95967,686+273+0%$33.2M$30.7M-$2.5M2026-11-05
Xponance LLC
INCREASED66,32663,945+2,381+4%$31.4M$30.0M-$1.4M2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED65,27664,576+700+1%$31.7K$29.5K-$2.2K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED64,89244,874+20,018+45%$20.7M$29.4M+$8.8M2026-10-13
One Way Holdings LLC
INCREASED64,73462,167+2,567+4%$30.5M$29.3M-$1.3M2026-10-29
Czech National Bank
INCREASED63,21862,921+297+0%$30.9M$28.6M-$2.3M2026-10-13
Blvd Private Wealth, LLC
DECREASED62,75162,987-2360%$30.9M$28.4M-$2.6M2026-10-14
CIBC Asset Management Inc
DECREASED62,26062,314-540%$30.6M$28.1M-$2.5M2026-11-05
Arizona State Retirement System
DECREASED61,41361,415-20%$30.2M$27.8M-$2.4M2026-11-03
State of Michigan Retirement System
DECREASED60,91362,213-1,300-2%$30.6M$27.5M-$3.0M2026-10-27
Bailard, Inc.
INCREASED60,13960,055+84+0%$29.5M$27.2M-$2.3M2026-10-13
Provident Investment Management, Inc.
DECREASED59,21963,732-4,513-7%$31.3M$26.8M-$4.5M2026-10-23
J. Safra Sarasin Holding AG
DECREASED57,85187,546-29,695-34%$24.8M$25.6M+$767.8K2026-10-26
NBT Bank, N.A.
INCREASED56,29656,001+295+1%$27.5M$25.4M-$2.1M2026-10-21
IFM Investors Pty Ltd
INCREASED55,61253,772+1,840+3%$26.4M$25.1M-$1.3M2026-10-14
TD Waterhouse Canada Inc.
DECREASED55,313133,743-78,430-59%$64.9M$25.4M-$39.4M2026-10-16
Anchor Capital Advisors LLC
DECREASED54,43457,777-3,343-6%$28.4M$24.6M-$3.8M2026-11-05
First Nebraska Trust Co
DECREASED52,67353,549-876-2%$26.3M$23.8M-$2.5M2026-10-30
Crossmark Global Holdings, Inc.
INCREASED52,15316,016+36,137+226%$7.9M$23.6M+$15.7M2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED48,61148,825-2140%$24.0M$22.0M-$2.0M2026-11-03
Amalgamated Bank
DECREASED46,47347,633-1,160-2%$23.4K$21.0K-$2.4K2026-10-23
Retirement Systems of Alabama
DECREASED46,14146,438-297-1%$22.8M$20.9M-$2.0M2026-11-04
Thrivent Financial for Lutherans
INCREASED45,61931,509+14,110+45%$15.5K$20.7K+$5.3K2026-11-05
Guinness Asset Management LTD
INCREASED44,51532,004+12,511+39%$15.7M$20.1M+$4.4M2026-11-05
Consilium Wealth Advisory, LLC
INCREASED44,45644,437+19+0%$21.8M$20.1M-$1.7M2026-10-14
Eulav Asset Management
DECREASED41,88848,000-6,112-13%$23.6M$18.9M-$4.6M2026-10-23
Neos Investment Management LLC
INCREASED40,61435,682+4,932+14%$17.5M$18.4M+$831.1K2026-11-04
Rakuten Investment Management, Inc.
NEW39,559—+39,559——$18.0M—2026-10-30
Isthmus Partners, LLC
DECREASED37,99038,205-215-1%$18.8M$17.2M-$1.6M2026-10-21
Great Lakes Retirement, Inc.
INCREASED37,96837,547+421+1%$18.4M$17.2M-$1.3M2026-10-26
Lido Advisors, LLC
INCREASED37,85632,621+5,235+16%$16.0M$17.1M+$1.1M2026-11-04
Birch Hill Investment Advisors LLC
UNCHANGED37,50237,50200%$18.4M$17.0M-$1.5M2026-10-16
Parnassus Investments, LLC
DECREASED37,35638,220-864-2%$18.8M$16.9M-$1.9M2026-10-22
ProShare Advisors LLC
DECREASED37,31037,612-302-1%$18.5M$16.9M-$1.6M2026-10-29
Aberdeen Group plc
DECREASED36,265362,954-326,689-90%$178.3M$36.1M-$142.1M2026-11-06
Fulcrum Capital LLC
INCREASED36,03435,345+689+2%$17.4M$16.3M-$1.1M2026-10-15
Generali Asset Management SPA SGR
INCREASED35,50633,270+2,236+7%$16.3M$16.0M-$292.9K2026-10-26
Keybank National Association
DECREASED32,74632,978-232-1%$16.2M$14.8M-$1.4M2026-11-04
Police & Firemen's Retirement System of New Jersey
DECREASED32,40533,069-664-2%$16.2M$14.6M-$1.6M2026-11-09
Drystone LLC
DECREASED32,24832,433-185-1%$15.9M$14.6M-$1.4M2026-10-30
Illinois Municipal Retirement Fund
INCREASED31,17027,377+3,793+14%$13.4M$14.1M+$641.7K2026-11-05
Ethic Inc.
INCREASED30,95329,866+1,087+4%$14.7M$14.0M-$678.8K2026-11-03
Renaissance Investment Group LLC
INCREASED30,50129,345+1,156+4%$14.4M$13.8M-$627.2K2026-10-28
Cullen T Bankers, Inc.
DECREASED30,33130,364-330%$14.9M$13.7M-$1.2M2026-10-28
Wealthfront Advisers LLC
INCREASED30,25429,241+1,013+3%$14.4M$13.7M-$687.8K2026-11-09
Walter Public Investments Inc.
DECREASED30,16135,978-5,817-16%$17.7M$13.6M-$4.0M2026-11-05
Achmea Investment Management B.V.
DECREASED28,233149,877-121,644-81%$73.6K$12.8M+$12.7M2026-10-30
Kestra Advisory Services, LLC
INCREASED27,28025,761+1,519+6%$12.7M$12.3M-$322.7K2026-11-02
Oregon Public Employees Retirement Fund
DECREASED27,11127,171-600%$13.3M$12.3M-$1.1M2026-10-30
Mutual of America Capital Management LLC
DECREASED26,96527,309-344-1%$13.4M$12.2M-$1.2M2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED26,96127,245-284-1%$13.4M$12.2M-$1.2M2026-10-21
First American Bank
INCREASED26,68826,530+158+1%$13.0M$12.1M-$968.0K2026-10-27
Nemes Rush Group LLC
INCREASED26,63126,424+207+1%$13.0M$12.0M-$941.6K2026-11-04
Crestwood Advisors Group, LLC
INCREASED26,23626,111+125+0%$12.8M$11.9M-$966.5K2026-10-27
Avanza Fonder AB
INCREASED25,51221,813+3,699+17%$10.7M$11.5M+$817.2K2026-10-13
Turtle Creek Wealth Advisors, LLC
INCREASED25,14723,931+1,216+5%$11.8M$11.4M-$388.0K2026-10-15
Atria Investments, Inc
DECREASED25,09725,900-803-3%$12.7M$11.3M-$1.4M2026-10-15
Lowe Brockenbrough & Co Inc
DECREASED24,62324,683-600%$12.1M$11.1M-$993.4K2026-11-09
Mattern Capital Management, LLC
INCREASED22,95622,695+261+1%$11.1M$10.4M-$771.2K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED22,85613,875+8,981+65%$6.8M$10.3M+$3.5M2026-10-16
Ninety One North America, Inc.
DECREASED22,04628,417-6,371-22%$14.0M$10.0M-$4.0M2026-10-15
Yousif Capital Management, LLC
DECREASED21,73121,839-1080%$10.7M$9.8M-$904.5K2026-10-22
Squarepoint Ops LLC
INCREASED21,30910,498+10,811+103%$5.2M$9.6M+$4.5M2026-11-09
State of Alaska, Department of Revenue
DECREASED20,84221,660-818-4%$10.6K$9.4K-$1.2K2026-10-15
Allworth Financial LP
INCREASED20,6546,309+14,345+227%$3.1M$10.1M+$7.0M2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED20,36614,743+5,623+38%$7.2M$9.2M+$2.0M2026-10-16
Roberts Wealth Advisors, LLC
DECREASED20,35321,004-651-3%$10.3M$9.2M-$1.1M2026-10-14
Boston Common Asset Management, LLC
INCREASED20,06518,765+1,300+7%$9.2M$9.1M-$147.6K2026-10-13
Firetrail Investments PTY LTD
DECREASED19,98820,088-1000%$9.8M$9.1M-$736.0K2026-11-05
Texas Capital Bank Wealth Management Services Inc
INCREASED19,76919,180+589+3%$9.4M$8.9M-$485.3K2026-11-09
Old National Bancorp
INCREASED18,92714,062+4,865+35%$6.9M$8.6M+$1.6M2026-10-20
Progressive Investment Management Corp
DECREASED18,60818,817-209-1%$9.2M$8.4M-$831.7K2026-10-26
Regions Financial Corp
DECREASED18,15118,428-277-1%$9.1M$8.2M-$847.2K2026-11-05
Strategic Planning Group, LLC
INCREASED18,12917,740+389+2%$8.7M$8.2M-$519.2K2026-10-22
Mizuho Securities USA LLC
INCREASED17,96117,306+655+4%$8.5M$8.0M-$518.1K2026-11-09
Savant Capital, LLC
INCREASED17,94014,603+3,337+23%$6.7M$8.1M+$1.4M2026-11-06
Assetmark, Inc
INCREASED17,89017,218+672+4%$8.5M$8.1M-$371.0K2026-10-21
Fruth Investment Management
DECREASED17,68517,910-225-1%$8.8K$8.0K-$8032026-10-13
Mill Capital Management, LLC
DECREASED17,47417,629-155-1%$8.7M$7.9M-$760.8K2026-10-26
City Holding Co
INCREASED17,26717,215+52+0%$8.5M$7.8M-$651.0K2026-10-19
King Wealth Management Group
INCREASED17,05716,508+549+3%$8.1K$7.7K-$3982026-11-09
Gulf International Bank (UK) Ltd
UNCHANGED16,85716,85700%$8.3K$7.6K-$6602026-10-20
Kintegral Advisory, LLC
INCREASED16,58916,496+93+1%$8.1M$7.5M-$604.3K2026-10-16
Salem Investment Counselors Inc
UNCHANGED16,17816,17800%$7.9M$7.3M-$633.9K2026-10-13
Praxis Investment Management Inc
UNCHANGED16,06016,06000%$7.9K$7.3K-$6292026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED16,03015,039+991+7%$7.4K$7.2K-$1412026-11-02
Cullen Investment Group, Ltd.
DECREASED15,98016,986-1,006-6%$8.3M$7.6M-$711.3K2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED15,68615,060+626+4%$7.4M$7.1M-$307.1K2026-10-13
Condor Capital Management
INCREASED15,23115,137+94+1%$7.4M$6.9M-$550.5K2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED15,15513,339+1,816+14%$6.6M$6.9M+$298.1K2026-10-29
Wesbanco Bank Inc
DECREASED14,40415,155-751-5%$7.4M$6.5M-$933.2K2026-11-04
Central Trust Co
DECREASED14,24114,319-78-1%$7.0M$6.4M-$596.1K2026-11-05
Maryland State Retirement & Pension System
INCREASED13,51611,866+1,650+14%$5.8M$6.1M+$280.9K2026-11-05
HB Wealth Management, LLC
INCREASED13,27710,976+2,301+21%$5.4M$6.0M+$609.6K2026-10-23
DE Burlo Group Inc
DECREASED13,15019,250-6,100-32%$9.5M$5.9M-$3.5M2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED13,00612,539+467+4%$6.2M$5.9M-$279.8K2026-11-03
Breakwater Capital Group
INCREASED12,84812,643+205+2%$6.2M$5.8M-$402.7K2026-10-09
Rossmore Private Capital
UNCHANGED12,60812,60800%$6.2M$5.7M-$494.0K2026-10-27
Cornerstone Advisors, LLC
NEW12,605—+12,605——$5.7M—2026-11-06
Park Avenue Securities LLC
DECREASED12,45413,914-1,460-10%$6.8K$5.6K-$1.2K2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED12,27312,722-449-4%$6.2M$5.5M-$701.4K2026-11-03
Signaturefd, LLC
INCREASED12,11410,666+1,448+14%$5.2M$5.5M+$236.6K2026-10-23
Phoenix Financial Ltd.
DECREASED11,93612,569-633-5%$6.2M$5.4M-$782.9K2026-11-09
Great Lakes Advisors, LLC
INCREASED11,91011,864+46+0%$5.8M$5.4M-$444.0K2026-11-06
Exchange Traded Concepts, LLC
INCREASED11,8557,253+4,602+63%$3.6M$5.4M+$1.8M2026-10-28
Hartford Investment Management Co
DECREASED11,78712,232-445-4%$6.0M$5.3M-$680.4K2026-11-04
Parsons Capital Management Inc
INCREASED11,71411,576+138+1%$5.7M$5.3M-$391.2K2026-10-28
River Wealth Advisors LLC
DECREASED11,67614,007-2,331-17%$6.9M$5.3M-$1.6M2026-11-09
Letson Investment Management, Inc.
DECREASED11,66412,024-360-3%$5.9M$5.3M-$633.8K2026-11-05
Pinnacle Associates LTD
DECREASED11,58711,912-325-3%$5.9M$5.2M-$613.6K2026-10-20
Fifth Third Bancorp
DECREASED11,50112,753-1,252-10%$6.3M$5.2M-$1.1M2026-11-05
Ascent Group, LLC
DECREASED11,38811,587-199-2%$5.7M$5.1M-$543.9K2026-10-30
Wakefield Asset Management Lllp
INCREASED11,32311,065+258+2%$5.4M$5.1M-$316.9K2026-11-05
Shelter Rock Management, LLC
DECREASED11,12711,265-138-1%$5.5M$5.1M-$418.8K2026-10-09
MGO One Seven LLC
DECREASED11,09412,251-1,157-9%$6.0M$5.0M-$1.0M2026-10-28
New Mexico Educational Retirement Board
UNCHANGED11,04811,04800%$5.4K$5.0K-$4332026-11-05
Park National Corp
DECREASED11,03611,424-388-3%$5.6M$5.0M-$623.0K2026-10-05
Mission Wealth Management, LP
DECREASED11,00913,124-2,115-16%$6.4M$5.0M-$1.5M2026-10-15
Viking Fund Management LLC
UNCHANGED11,00011,00000%$5.4M$5.0M-$431.0K2026-10-14
Weatherly Asset Management L. P.
DECREASED10,90211,154-252-2%$5.5M$4.9M-$550.9K2026-10-20
Farther Finance Advisors, LLC
INCREASED10,87810,610+268+3%$5.2M$4.9M-$292.2K2026-10-08
Louisiana State Employees Retirement System
DECREASED10,80011,300-500-4%$5.6M$4.9M-$668.7K2026-10-20
Harrell Investment Partners, LLC
DECREASED10,67910,740-61-1%$5.3M$4.8M-$448.6K2026-10-15
Spire Wealth Management
INCREASED10,6759,340+1,335+14%$4.6M$4.8M+$237.7K2026-10-30
Machina Capital S.A.S.
INCREASED10,6394,573+6,066+133%$2.2M$4.8M+$2.6M2026-11-05
Masterinvest Kapitalanlage GmbH
DECREASED10,53311,690-1,157-10%$5.7M$4.8M-$981.0K2026-11-03
Vise Technologies, Inc.
INCREASED10,2979,441+856+9%$4.6M$4.7M+$17.0K2026-10-29
Apollon Wealth Management, LLC
DECREASED10,25511,727-1,472-13%$5.8M$4.6M-$1.1M2026-10-23
Argos Wealth Advisors, LLC
INCREASED9,9639,961+2+0%$4.9M$4.5M-$389.4K2026-11-02
AMG National Trust Bank
INCREASED9,9579,804+153+2%$4.8M$4.5M-$314.8K2026-11-05
Merit Financial Group, LLC
INCREASED9,9148,300+1,614+19%$4.1M$4.5M+$403.8K2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED9,81610,023-207-2%$4.9M$4.4M-$486.3K2026-10-23
Greenwood Capital Associates LLC
DECREASED9,7859,853-68-1%$4.8M$4.4M-$416.8K2026-10-27
Beese Fulmer Investment Management, Inc.
DECREASED9,7369,968-232-2%$4.9M$4.4M-$488.5K2026-10-23
Prospera Financial Services Inc
INCREASED9,5273,668+5,859+160%$1.8M$3.9M+$2.1M2026-11-04
Stokes Capital Advisors, LLC
DECREASED9,3759,405-300%$4.6M$4.2M-$382.0K2026-10-09
Canandaigua National Bank & Trust Co
DECREASED9,3069,621-315-3%$4.7M$4.2M-$519.3K2026-10-07
Choreo, LLC
DECREASED9,21810,239-1,021-10%$5.0M$4.2M-$862.3K2026-10-28
Alps Advisors Inc
INCREASED9,0938,167+926+11%$4.0M$4.1M+$98.6K2026-11-03
Clear Harbor Asset Management, LLC
INCREASED9,0338,956+77+1%$4.4M$4.1M-$316.1K2026-11-05
Suncoast Equity Management
DECREASED8,9969,838-842-9%$4.8M$4.1M-$766.0K2026-11-03
Plato Investment Management Ltd
INCREASED8,8758,869+6+0%$4.3M$4.0M-$303.8K2026-11-05
UMB Bank, n.a.
DECREASED8,8179,082-265-3%$4.5M$4.0M-$475.6K2026-11-06
Fifth Third Wealth Advisors LLC
INCREASED8,7818,609+172+2%$4.2M$4.0M-$259.4K2026-10-22
Virginia Retirement Systems ET Al
INCREASED8,7608,600+160+2%$4.2M$4.0M-$264.6K2026-10-28
Hardy Reed LLC
INCREASED8,7158,675+40+0%$4.3M$3.9M-$321.8K2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED8,6508,096+554+7%$4.0M$3.9M-$66.8K2026-10-26
Y.D. More Investments Ltd
INCREASED8,4678,055+412+5%$13.3K$3.8M+$3.8M2026-11-02
Lynch Asset Management, Inc.
UNCHANGED8,4008,40000%$4.1M$3.8M-$329.1K2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED8,3918,320+71+1%$4.1M$3.8M-$293.3K2026-11-05
Argonautica Private Wealth Management, Inc
DECREASED8,3448,394-50-1%$4.1M$3.8M-$351.4K2026-11-02
Bessemer Group Inc
DECREASED8,2948,480-186-2%$4.2K$3.7K-$4172026-11-09
Oppenheimer & Co Inc
DECREASED8,2899,322-1,033-11%$4.6M$3.7M-$832.1K2026-10-26
Monument Capital Management
INCREASED8,2587,926+332+4%$3.9M$3.7M-$160.5K2026-10-09
Lebenthal Global Advisors, LLC
INCREASED8,2547,563+691+9%$3.7M$3.7M+$15.7K2026-10-28
RKL Wealth Management LLC
INCREASED8,1458,068+77+1%$4.0M$3.7M-$281.1K2026-10-16
Leavell Investment Management, Inc.
UNCHANGED8,0788,07800%$4.0M$3.7M-$316.5K2026-11-09
D.A. Davidson & Co.
INCREASED7,8877,753+134+2%$3.8M$3.6M-$243.5K2026-10-28
Gamma Investing LLC
DECREASED7,8847,925-41-1%$3.9M$3.6M-$329.1K2026-10-08
TKG Advisors, LLC
DECREASED7,86212,656-4,794-38%$6.2M$3.6M-$2.7M2026-11-02
Quadrant Capital Group LLC
DECREASED7,7277,824-97-1%$3.8M$3.7M-$149.3K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED7,7027,621+81+1%$3.7M$3.5M-$261.8K2026-11-05
Argus Investors' Counsel, Inc.
INCREASED7,6377,618+19+0%$3.7M$3.5M-$289.9K2026-10-09
Huntleigh Advisors, Inc.
INCREASED7,6107,570+40+1%$3.7M$3.4M-$278.5K2026-11-03
Caldwell Trust Co
INCREASED7,5716,747+824+12%$3.3M$3.4M+$108.1K2026-10-30
Intech Investment Management LLC
INCREASED7,5667,439+127+2%$3.7M$3.4M-$234.1K2026-11-09
GC Wealth Management RIA, LLC
INCREASED7,5587,111+447+6%$3.5M$3.4M-$76.6K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED7,4487,174+274+4%$3.5M$3.4M-$157.2K2026-10-22
RFG - Bristol Wealth Advisors, LLC
INCREASED7,3027,282+20+0%$3.6M$3.3M-$276.3K2026-10-09
Kestra Private Wealth Services, LLC
DECREASED7,2167,713-497-6%$3.8M$3.3M-$526.7K2026-11-06
PFG Advisors
INCREASED7,2157,050+165+2%$3.5M$3.3M-$201.6K2026-10-16
Figure 8 Investment Strategies LLC
DECREASED7,1977,401-204-3%$3.6M$3.3M-$382.2K2026-11-09
Brighton Jones LLC
DECREASED7,1698,687-1,518-17%$4.3M$3.2M-$1.0M2026-11-03
Clifford Swan Investment Counsel LLC
DECREASED7,1137,188-75-1%$3.5M$3.2M-$315.5K2026-11-05
Perigon Wealth Management, LLC
INCREASED7,0453,466+3,579+103%$1.7M$3.2M+$1.5M2026-10-22
Valley National Advisers Inc
INCREASED6,9896,739+250+4%$3.3M$3.2M-$150.8K2026-10-23
Coldstream Capital Management Inc
INCREASED6,9756,626+349+5%$3.3M$3.2M-$101.8K2026-11-09
Montecito Bank & Trust
INCREASED6,8786,718+160+2%$3.3M$3.1M-$190.9K2026-10-01
North Dakota State Investment Board
INCREASED6,7666,629+137+2%$3.3M$3.1M-$197.8K2026-10-27
Diversified Trust Co
INCREASED6,6796,641+38+1%$3.3M$3.0M-$244.0K2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED6,4976,49700%$3.2M$2.9M-$254.6K2026-10-23
MCF Advisors LLC
INCREASED6,4856,455+30+0%$3.2M$2.9M-$239.3K2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
INCREASED6,4746,380+94+1%$3.1M$2.9M-$207.5K2026-10-15
Invera Wealth Advisors, LLC
INCREASED6,3386,216+122+2%$3.1M$2.9M-$188.4K2026-10-28
First Citizens Bank & Trust Co
INCREASED6,2652,250+4,015+178%$1.1M$2.8M+$1.7M2026-10-14
Value Partners Investments Inc.
INCREASED6,2316,177+54+1%$3.0M$2.8M-$204.4K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED6,1494,524+1,625+36%$2.2M$2.8M+$557.2K2026-10-21
Baker Avenue Asset Management, LP
INCREASED6,1485,618+530+9%$2.8M$2.8M+$19.1K2026-11-06
Greenleaf Trust
DECREASED6,1197,027-908-13%$3.5M$2.8M-$685.7K2026-10-29
Hilltop National Bank
DECREASED6,1046,176-72-1%$3.0M$2.8M-$274.5K2026-10-14
Chicago Partners Investment Group LLC
INCREASED6,0774,159+1,918+46%$2.0M$2.7M+$708.7K2026-10-27
CoreCap Advisors, LLC
INCREASED6,0045,919+85+1%$2.9M$2.7M-$193.5K2026-10-08
Wedbush Securities Inc
DECREASED5,9545,979-250%$2.9K$2.7K-$2462026-10-22
Montag A & Associates Inc
INCREASED5,9315,899+32+1%$2.9M$2.7M-$216.7K2026-10-29
Simplicity Wealth,LLC
INCREASED5,8984,473+1,425+32%$2.2M$2.7M+$468.8K2026-10-23
Moors & Cabot, Inc.
DECREASED5,7375,743-60%$2.8M$2.6M-$227.7K2026-11-06
Securian Asset Management, Inc
DECREASED5,6695,897-228-4%$2.8M$2.6M-$209.2K2026-11-06
V-Square Quantitative Management LLC
INCREASED5,5675,419+148+3%$2.7M$2.5M-$145.4K2026-10-15
Stablepoint Partners, LLC
UNCHANGED5,5655,56500%$2.7M$2.5M-$218.0K2026-11-03
Sterling Capital Management LLC
DECREASED5,5465,851-305-5%$2.9M$2.5M-$367.1K2026-10-22
Massachusetts Wealth Management
DECREASED5,4705,935-465-8%$2.9M$2.5M-$442.7K2026-10-21
Essex Bank
INCREASED5,4535,439+14+0%$2.7M$2.5M-$206.8K2026-10-16
Penobscot Investment Management Company, Inc.
INCREASED5,4425,060+382+8%$2.5M$2.5M-$25.6K2026-10-26
Evergreen Capital Management LLC
DECREASED5,4105,424-140%$2.7M$2.4M-$218.8K2026-10-23
Citizens Financial Group Inc
INCREASED5,3854,469+916+21%$2.2M$2.4M+$238.6K2026-10-23
Bank of New Hampshire
DECREASED5,3795,457-78-1%$2.7M$2.4M-$249.1K2026-10-06
Silvant Capital Management LLC
DECREASED5,3668,265-2,899-35%$4.1M$2.4M-$1.6M2026-11-09
WBI Investments, LLC
NEW5,361—+5,361——$2.4M—2026-11-05
Barlow Wealth Partners, LLC
DECREASED5,3615,578-217-4%$2.6M$2.6M-$80.3K2026-10-15
Aspen Investment Management Inc
DECREASED5,3045,369-65-1%$2.6K$2.4K-$2402026-11-05
Nilsine Partners, LLC
DECREASED5,2976,325-1,028-16%$3.1M$2.4M-$712.4K2026-11-02
Nations Financial Group Inc,
INCREASED5,2954,893+402+8%$2.4M$2.4M-$10.0K2026-11-05
Partnership Wealth Management, LLC
UNCHANGED5,2505,25000%$2.6M$2.4M-$205.7K2026-10-05
Guyasuta Investment Advisors Inc
UNCHANGED5,1835,18300%$2.5M$2.3M-$203.1K2026-10-15
Burney Co/
DECREASED5,1705,468-298-5%$2.7M$2.3M-$348.9K2026-10-15
Bowen Hanes & Co Inc
UNCHANGED5,1355,13500%$2.1M$2.3M+$181.0K2026-11-09
Keystone Wealth Services, LLC
DECREASED5,1295,198-69-1%$2.6M$2.3M-$216.2K2026-11-03
Strengthening Families & Communities, LLC
INCREASED4,9544,562+392+9%$2.2M$2.2M-$1.7K2026-10-21
Gateway Investment Advisers LLC
INCREASED4,9474,013+934+23%$2.0M$2.2M+$264.9K2026-10-13
TFR Capital, Llc.
INCREASED4,9194,792+127+3%$2.4M$2.2M-$130.3K2026-11-09
Argent Capital Management LLC
DECREASED4,8785,038-160-3%$2.5M$2.2M-$269.7K2026-10-05
Brown Miller Wealth Management, LLC
INCREASED4,8623,364+1,498+45%$1.7M$2.2M+$545.3K2026-11-02
Values First Advisors, Inc.
DECREASED4,8404,930-90-2%$2.4M$2.2M-$233.7K2026-10-23
RFG Advisory, LLC
INCREASED4,7934,731+62+1%$2.3M$2.2M-$157.7K2026-11-03
Chicago Trust Co NA
DECREASED4,7294,803-74-2%$2.4M$2.1M-$221.6K2026-10-28
Harfst & Associates, Inc.
INCREASED4,7194,632+87+2%$2.3M$2.1M-$142.2K2026-10-20
Romano Brothers and Company
DECREASED4,7084,808-100-2%$2.4M$2.1M-$233.6K2026-10-22
TriaGen Wealth Management LLC
DECREASED4,6314,647-160%$2.3M$2.1M-$189.3K2026-10-14
BNC Wealth Management, LLC
NEW4,622—+4,622——$2.1M—2026-10-19
Trust Point Inc.
INCREASED4,6164,497+119+3%$2.2M$2.1M-$122.4K2026-10-27
Kanawha Capital Management LLC
DECREASED4,5754,584-90%$2.3M$2.1M-$183.7K2026-10-19
Trust Investment Advisors
INCREASED4,4724,196+276+7%$2.1M$2.0M-$39.7K2026-10-20
Krilogy Financial LLC
INCREASED4,4683,460+1,008+29%$1.7M$2.1M+$434.3K2026-10-13
Daymark Wealth Partners, LLC
INCREASED4,3764,250+126+3%$2.1M$2.0M-$109.8K2026-11-04
Kane Investment Management, Inc.
DECREASED4,2554,342-87-2%$2.1M$1.9M-$209.4K2026-11-09
Investors Asset Management of Georgia Inc
DECREASED4,2174,272-55-1%$2.1M$1.9M-$192.2K2026-10-20
Ledyard National Bank
DECREASED4,1875,029-842-17%$2.5M$1.9M-$577.6K2026-10-21
Mccarter Private Wealth Services LLC
DECREASED4,1794,210-31-1%$2.1M$1.9M-$179.0K2026-10-22
Elyxium Wealth, LLC
INCREASED4,1534,139+14+0%$2.0M$1.9M-$155.8K2026-10-27
Keeler Thomas Management LLC
DECREASED4,1264,185-59-1%$2.1M$1.9M-$190.5K2026-10-29
Darden Wealth Group Inc
INCREASED4,0794,071+8+0%$2.0M$1.8M-$155.9K2026-11-06
Caliber Wealth Management, LLC / KS
DECREASED4,0564,288-232-5%$2.1M$1.8M-$273.0K2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED3,9843,98400%$2.0M$1.8M-$156.1K2026-10-15
Nicholson Wealth Management Group, LLC
INCREASED3,9573,848+109+3%$1.9M$1.8M-$101.5K2026-11-09
Frank, Rimerman Advisors LLC
DECREASED3,9344,054-120-3%$2.0M$1.8M-$213.1K2026-10-16
G&S Capital LLC
DECREASED3,9266,087-2,161-35%$3.0M$1.8M-$1.2M2026-10-23
Integrity Alliance, Llc.
INCREASED3,9032,466+1,437+58%$1.2M$1.8M+$552.9K2026-10-29
Confluence Wealth Services, Inc.
DECREASED3,9034,285-382-9%$2.1M$1.8M-$340.5K2026-11-05
Ritholtz Wealth Management
INCREASED3,8963,333+563+17%$1.6M$1.8M+$124.1K2026-11-05
Natural Investments, LLC
INCREASED3,8933,786+107+3%$1.9K$1.8M+$1.8M2026-11-06
Aspire Private Capital, LLC
UNCHANGED3,8743,87400%$1.9M$1.8M-$151.8K2026-11-05
Wedmont Private Capital
INCREASED3,8093,383+426+13%$1.6M$1.8M+$167.2K2026-10-09
Grove Bank & Trust
DECREASED3,7893,790-10%$1.9M$1.7M-$148.9K2026-10-08
Impact Partnership Wealth, LLC
NEW3,788—+3,788——$1.7M—2026-11-09
Diversify Advisory Services, LLC
INCREASED3,7163,542+174+5%$1.7M$1.7M-$12.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED3,7163,542+174+5%$1.7M$1.7M-$12.5K2026-10-20
Monte Financial Group, LLC
DECREASED3,6913,698-70%$1.7M$1.7M-$14.1K2026-11-02
International Assets Investment Management, LLC
DECREASED3,6654,353-688-16%$2.1M$1.7M-$427.8K2026-11-02
Parallel Advisors, LLC
INCREASED3,6623,613+49+1%$1.8M$1.7M-$119.4K2026-11-03
Tred Avon Family Wealth, LLC
DECREASED3,6573,658-10%$1.8M$1.7M-$143.8K2026-10-20
Pine Valley Investments Ltd Liability Co
INCREASED3,6473,645+2+0%$1.8M$1.6M-$141.9K2026-11-09
CGN Advisors LLC
DECREASED3,6323,671-39-1%$1.8M$1.6M-$161.6K2026-10-21
A4 Wealth Advisors LLC
INCREASED3,6123,605+7+0%$1.8M$1.6M-$138.1K2026-10-20
Americana Partners, LLC
INCREASED3,5763,038+538+18%$1.5M$1.6M+$124.1K2026-10-28
Jacobi Capital Management LLC
DECREASED3,5693,692-123-3%$1.8M$1.6M-$200.4K2026-11-05
Heritage Wealth Advisors
INCREASED3,5583,415+143+4%$1.7M$1.6M-$69.2K2026-11-09
Marietta Wealth Management, LLC
DECREASED3,5583,648-90-2%$1.8M$1.7M-$114.9K2026-10-22
Integrated Advisors Network LLC
DECREASED3,5513,791-240-6%$1.9M$1.6M-$257.2K2026-10-20
VestGen Advisors, LLC
INCREASED3,5182,921+597+20%$1.4M$1.6M+$155.4K2026-10-27
Harbor Capital Advisors, Inc.
INCREASED3,4193,405+14+0%$1.7K$1.5K-$1272026-10-22
Money Concepts Capital Corp
DECREASED3,3483,349-10%$1.6M$1.5M-$131.6K2026-11-06
BLB&B Advisors, LLC
DECREASED3,3433,543-200-6%$1.7M$1.5M-$229.2K2026-10-27
Mitchell & Pahl Private Wealth, LLC
INCREASED3,3333,224+109+3%$1.6M$1.5M-$77.1K2026-10-14
Clearstead Advisors, LLC
DECREASED3,3043,381-77-2%$1.7M$1.5M-$168.2K2026-11-06
Fiduciary Family Office, LLC
INCREASED3,2812,234+1,047+47%$1.1M$1.5M+$385.6K2026-11-04
AlphaCore Capital LLC
INCREASED3,2812,701+580+21%$1.3M$1.5M+$156.3K2026-11-04
Everhart Financial Group, Inc.
INCREASED3,2803,237+43+1%$1.6M$1.5M-$107.4K2026-10-08
Compass Ion Advisors, LLC
DECREASED3,2743,283-90%$1.6M$1.5M-$132.7K2026-10-23
Fire Capital Management LLC
INCREASED3,2372,183+1,054+48%$1.1M$1.5M+$390.9K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED3,2122,796+416+15%$1.4M$1.5M+$78.1K2026-11-04
Apella Capital, LLC
DECREASED3,1943,439-245-7%$1.6M$1.5M-$143.5K2026-10-08
Advisory Resource Group
INCREASED3,1853,105+80+3%$1.5M$1.4M-$85.3K2026-10-26
Azzad Asset Management Inc
INCREASED3,1751,853+1,322+71%$910.0K$1.4M+$525.3K2026-11-04
Impact Capital Partners LLC
DECREASED3,1653,191-26-1%$1.6M$1.4M-$136.8K2026-10-22
Sowell Financial Services LLC
INCREASED3,1513,022+129+4%$1.5M$1.4M-$60.1K2026-10-23
Nippon Life Global Investors Americas, Inc.
UNCHANGED3,1403,14000%$1.5M$1.4M-$123.0K2026-10-29
Arjuna Capital
INCREASED3,1043,102+2+0%$1.5M$1.4M-$120.6K2026-11-03
Glenview Trust Co
DECREASED3,0633,140-77-2%$1.5M$1.4M-$157.8K2026-10-28
Westhampton Capital, LLC
DECREASED3,0503,550-500-14%$1.7M$1.4M-$365.1K2026-10-30
WBH Advisory Inc
UNCHANGED3,0403,04000%$1.5M$1.4M-$119.1K2026-11-05
Dala Group, LLC
INCREASED3,0382,865+173+6%$1.4M$1.4M-$34.1K2026-10-29
Central Valley Advisors, LLC
UNCHANGED3,0313,03100%$1.5M$1.4M-$118.8K2026-10-27
TruNorth Capital Management, LLC
INCREASED3,0293,000+29+1%$1.5M$1.4M-$104.4K2026-10-14
Secure Asset Management, LLC
UNCHANGED3,0123,01200%$1.5M$1.4M-$118.0K2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED3,0112,957+54+2%$1.5M$1.4M-$91.3K2026-10-20
Foster Group, Inc.
INCREASED3,0022,995+7+0%$1.5M$1.4M-$114.2K2026-10-13
Argyle Capital Management, LLC
UNCHANGED3,0003,00000%$1.5M$1.4M-$117.5K2026-10-28
Kathmere Capital Management, LLC
INCREASED2,9982,780+218+8%$1.4M$1.4M-$10.4K2026-10-20
Cullinan Associates Inc
INCREASED2,9792,000+979+49%$982.3K$1.3M+$364.2K2026-11-03
Pflug Koory, LLC
DECREASED2,9323,027-95-3%$1.5M$1.3M-$161.5K2026-10-26
Legal Advantage Investments, Inc.
UNCHANGED2,9322,93200%$1.4M$1.3M-$114.9K2026-10-13
Venture Visionary Partners LLC
DECREASED2,9283,377-449-13%$1.7M$1.3M-$335.3K2026-10-07
Tenon Financial LLC
DECREASED2,9052,947-42-1%$1.4M$1.3M-$134.4K2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
INCREASED2,8782,873+5+0%$1.4M$1.3M-$110.3K2026-10-21
Flagship Harbor Advisors, LLC
INCREASED2,8102,062+748+36%$1.0M$1.3M+$257.5K2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED2,7952,591+204+8%$1.3M$1.3M-$9.3K2026-10-29
Moody Lynn Lieberson & Walker, LLC
DECREASED2,7872,789-20%$1.4M$1.3M-$110.2K2026-10-14
DSG Capital Advisors, LLC
UNCHANGED2,7772,77700%$1.3M$1.3M-$87.7K2026-11-05
Picton Mahoney Asset Management
INCREASED2,7502,589+161+6%$1.3M$1.2M-$28.7K2026-11-09
Clear Trail Advisors, LLC
DECREASED2,7412,988-247-8%$1.5M$1.2M-$228.9K2026-10-20
Nvwm, LLC
DECREASED2,7372,743-60%$1.3M$1.2M-$110.2K2026-10-14
Algebris (UK) LTD
INCREASED2,7282,190+538+25%$1.1M$1.2M+$160.8K2026-11-06
Aaron Wealth Advisors LLC
INCREASED2,7172,538+179+7%$1.2M$1.2M-$18.5K2026-10-13
True North Advisors, LLC
INCREASED2,6972,317+380+16%$1.1M$1.2M+$81.0K2026-10-22
Challenger Wealth Management
DECREASED2,6842,759-75-3%$1.4M$1.2M-$142.0K2026-10-30
Compound Planning, Inc.
INCREASED2,6642,396+268+11%$1.2M$1.2M+$27.3K2026-11-09
Mcrae Capital Management Inc
DECREASED2,6562,657-10%$1.3M$1.2M-$104.1K2026-10-15
Kesler, Norman & Wride, LLC
DECREASED2,6552,724-69-3%$1.3M$1.2M-$138.0K2026-11-06
CWA Asset Management Group, LLC
INCREASED2,6512,187+464+21%$1.1M$1.2M+$124.2K2026-10-19
First Horizon Corp
UNCHANGED2,6472,64700%$1.3M$1.2M-$103.7K2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED2,6382,63800%$1.3M$1.2M-$103.4K2026-10-22
Heritage Trust Co
UNCHANGED2,6362,63600%$1.3M$1.2M-$103.3K2026-11-09
Clark Asset Management, LLC
INCREASED2,6312,623+8+0%$1.3M$1.2M-$99.2K2026-10-19
Applied Finance Capital Management, LLC
DECREASED2,6233,059-436-14%$1.5M$1.2M-$316.9K2026-11-03
Premier Path Wealth Partners, LLC
INCREASED2,6232,530+93+4%$1.2M$1.2M-$56.8K2026-10-16
Peddock Capital Advisors, LLC
DECREASED2,6212,825-204-7%$1.4M$1.2M-$202.9K2026-10-16
Avantax Planning Partners, Inc.
DECREASED2,6062,679-73-3%$1.3M$1.2M-$138.0K2026-11-03
AXS Investments LLC
DECREASED2,6042,700-96-4%$1.3M$1.2M-$149.2K2026-11-04
Strategic Advisors LLC
UNCHANGED2,5992,59900%$1.3M$1.2M-$101.8K2026-10-13
High Net Worth Advisory Group LLC
DECREASED2,5842,734-150-5%$1.3M$1.2M-$174.9K2026-10-26
Allegheny Financial Group
DECREASED2,5632,576-130%$1.3M$1.2M-$107.0K2026-11-05
Pines Wealth Management, LLC
INCREASED2,5592,550+9+0%$1.3M$1.2M-$95.8K2026-10-21
Sapient Capital LLC
DECREASED2,5592,566-70%$1.3M$1.2M-$103.7K2026-10-08
Bridgelight Financial Advisors, Inc.
UNCHANGED2,5532,55300%$1.3M$1.2M-$100.0K2026-10-20
Griffin Asset Management, Inc.
DECREASED2,5502,608-58-2%$1.3M$1.2M-$128.4K2026-10-22
Cypress Asset Management Inc
DECREASED2,5352,625-90-3%$1.3M$1.1M-$143.5K2026-10-09
Hager Investment Management Services, LLC
INCREASED2,5072,444+63+3%$1.2M$1.1M-$67.2K2026-11-04
Haven Private, LLC
DECREASED2,5062,797-291-10%$1.4M$1.1M-$241.1K2026-10-27
Jackson Square Capital, LLC
UNCHANGED2,5042,50400%$1.2M$1.1M-$98.1K2026-10-19
Kornitzer Capital Management Inc
INCREASED2,5012,025+476+24%$994.6K$1.1M+$135.8K2026-11-03
HBK Sorce Advisory LLC
DECREASED2,4962,527-31-1%$1.2M$979.6K-$242.4K2026-11-06
Catalyst Financial Partners LLC
DECREASED2,4892,498-90%$1.2M$1.1M-$101.9K2026-11-06
Fulton Bank, N.A.
INCREASED2,4812,380+101+4%$1.2M$1.1M-$47.6K2026-10-14
Larson Financial Group LLC
DECREASED2,4662,527-61-2%$1.2M$1.1M-$126.6K2026-11-05
Portfolio Design Labs, LLC
INCREASED2,4632,442+21+1%$1.2M$1.1M-$86.2K2026-11-04
Alerus Financial NA
INCREASED2,4351,574+861+55%$773.1K$1.1M+$327.5K2026-11-09
Boyd Watterson Asset Management LLC
DECREASED2,4283,160-732-23%$1.6M$1.1M-$454.7K2026-11-06
Platform Technology Partners
INCREASED2,4242,313+111+5%$1.1M$1.1M-$40.5K2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED2,4222,421+1+0%$1.2M$1.1M-$94.6K2026-10-19
Coastline Trust Co
DECREASED2,4172,474-57-2%$1.2M$1.1M-$122.7K2026-10-01
King Luther Capital Management Corp
UNCHANGED2,4152,41500%$1.2M$1.1M-$94.6K2026-11-05
Clearstead Trust, LLC
INCREASED2,4132,371+42+2%$1.2M$1.1M-$73.9K2026-11-06
Indivisible Partners
INCREASED2,4052,257+148+7%$1.1M$1.1M-$21.4K2026-10-26
Midwest Trust Co
INCREASED2,3862,081+305+15%$1.0M$1.1M+$56.3K2026-10-22
Neville Rodie & Shaw Inc
DECREASED2,3752,505-130-5%$1.2K$1.1K-$1572026-10-05
Florida Trust Wealth Management Co
INCREASED2,3732,254+119+5%$1.1M$1.1M-$34.5K2026-11-05
Rainier Family Wealth Inc
DECREASED2,3712,395-24-1%$1.2M$1.1M-$104.7K2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED2,3502,35000%$1.2M$1.1M-$92.1K2026-10-14
First Affirmative Financial Network
NEW2,335—+2,335——$1.1M—2026-10-21
Diversified Enterprises, LLC
INCREASED2,3202,315+5+0%$1.1M$1.0M-$88.4K2026-10-19
Level Four Advisory Services, LLC
INCREASED2,3172,171+146+7%$1.1M$1.0M-$19.1K2026-11-06
Fiduciary Alliance LLC
DECREASED2,3172,371-54-2%$1.2M$1.0M-$117.3K2026-10-13
Rational Advisors, Inc.
NEW2,293—+2,293——$1.0M—2026-11-02
Evexia Wealth LLC
INCREASED2,2802,038+242+12%$939.9K$1.0M+$97.5K2026-11-05
CrossGen Wealth, LLC
INCREASED2,2711,826+445+24%$897.0K$1.0M+$129.6K2026-10-30
MBL Wealth, LLC
INCREASED2,248719+1,529+213%$353.1K$1.0M+$662.9K2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED2,2471,844+403+22%$870.3K$1.1M+$185.7K2026-10-13
Gratus Wealth Advisors, LLC
DECREASED2,2222,248-26-1%$1.1M$1.0M-$99.8K2026-10-26
Wealth Intelligence, LLC
INCREASED2,2092,128+81+4%$1.0M$998.4K-$46.8K2026-10-16
Campbell Newman Asset Management Inc
DECREASED2,1922,228-36-2%$1.1M$990.7K-$103.6K2026-10-22
Shaker Investments LLC
INCREASED2,1792,178+1+0%$1.1M$984.9K-$84.9K2026-11-05
Gryphon Financial Partners LLC
INCREASED2,1642,129+35+2%$1.0M$978.3K-$67.5K2026-11-04
Csenge Advisory Group
INCREASED2,1541,818+336+18%$892.9K$973.6K+$80.7K2026-11-04
Petersen Hastings Wealth Advisors Inc.
INCREASED2,1501,520+630+41%$746.6K$971.8K+$225.2K2026-10-27
Excalibur Management Corp
DECREASED2,1452,195-50-2%$1.1M$969.5K-$108.6K2026-11-02
Gibbs Wealth Management
INCREASED2,1421,457+685+47%$715.6K$968.1K+$252.5K2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED2,1161,130+986+87%$555.0K$956.4K+$401.4K2026-10-19
Fideuram Asset Management (Ireland) dac
DECREASED2,1032,546-443-17%$1.2M$941.5K-$243.8K2026-10-29
Hendershot Investments Inc.
UNCHANGED2,0782,07800%$1.0M$939.2K-$81.4K2026-11-05
Cigna Investments Inc
UNCHANGED2,0772,07700%$1.0K$939-$812026-10-19
Sendero Wealth Management, LLC
DECREASED2,0562,065-90%$1.0M$929.3K-$85.0K2026-10-14
Williams Jones Wealth Management, Llc.
DECREASED2,0552,104-49-2%$1.0M$928.8K-$104.6K2026-11-05
Commonwealth Retirement Investments LLC
DECREASED2,0442,194-150-7%$1.1M$923.8K-$153.8K2026-10-26
CX Institutional
INCREASED2,0221,971+51+3%$968$914-$542026-10-02
Community Bank & Trust, Waco, Texas
INCREASED2,0101,810+200+11%$889$908+$192026-10-19
Kimelman & Baird, LLC
UNCHANGED2,0102,01000%$987.2K$908.5K-$78.8K2026-11-03
Avestar Capital, LLC
DECREASED2,0062,034-28-1%$999.5K$906.7K-$92.8K2026-10-28
R Squared Ltd
INCREASED2,001613+1,388+226%$301.1K$904.4K+$603.3K2026-11-06
Howard Capital Management, LLC
DECREASED1,9791,994-15-1%$979.4K$894.5K-$84.9K2026-10-16
HUB Investment Partners, LLC
INCREASED1,9761,841+135+7%$904.3K$893.1K-$11.1K2026-11-03
Reynders McVeigh Capital Management, LLC
INCREASED1,9741,973+1+0%$969$892.4K+$891.4K2026-10-30
Winthrop Advisory Group LLC
DECREASED1,9691,984-15-1%$974.5K$889.9K-$84.5K2026-10-22
Essex LLC
UNCHANGED1,9591,95900%$962.3K$885.5K-$76.8K2026-10-14
Purkiss Capital Advisors LLC
INCREASED1,9451,942+3+0%$953.7K$879.0K-$74.7K2026-11-06
Valley Wealth Managers, Inc.
INCREASED1,9441,849+95+5%$908.2K$878.6K-$29.5K2026-10-09
Childress Capital Advisors, LLC
DECREASED1,9161,919-30%$942.7K$866.2K-$76.5K2026-10-28
Profund Advisors LLC
DECREASED1,9152,218-303-14%$1.1M$865.5K-$223.9K2026-10-29
Fiera Capital Corp
UNCHANGED1,9031,90300%$934.7K$860.1K-$74.6K2026-11-06
Quadcap Wealth Management, LLC
DECREASED1,9002,040-140-7%$1.0M$858.8K-$143.2K2026-11-02
Parcion Private Wealth LLC
INCREASED1,8961,286+610+47%$631.6K$857.0K+$225.3K2026-10-28
M Holdings Securities, Inc.
NEW1,894—+1,894——$801—2026-11-03
Brookstone Capital Management
INCREASED1,8731,799+74+4%$883.6K$846.6K-$37.0K2026-10-22
Silverberg Bernstein Capital Management LLC
UNCHANGED1,8501,85000%$908.6K$836.2K-$72.5K2026-10-13
Great Waters Wealth Management
UNCHANGED1,8491,84900%$908.2K$835.7K-$72.4K2026-10-07
United Asset Strategies, Inc.
INCREASED1,8481,818+30+2%$892.9K$835.3K-$57.7K2026-10-28
Stableford Capital II LLC
DECREASED1,8391,850-11-1%$908.6K$831.2K-$77.5K2026-10-09
Beverly Hills Private Wealth, LLC
INCREASED1,8321,480+352+24%$726.9K$828.2K+$101.3K2026-11-04
IFG Advisory, LLC
INCREASED1,8181,817+1+0%$892.7K$821.7K-$70.9K2026-11-09
71 West Capital Partners
INCREASED1,8021,757+45+3%$863.0K$814.5K-$48.5K2026-11-04
Guinness Atkinson Asset Management Inc
DECREASED1,7971,836-39-2%$901.8K$812.2K-$89.6K2026-11-05
Silverlake Wealth Management LLC
UNCHANGED1,7871,78700%$877.7K$807.7K-$70.0K2026-10-21
StoneX Group Inc.
INCREASED1,7701,548+222+14%$752.7K$799.0K+$46.4K2026-11-03
Appleton Partners Inc
UNCHANGED1,7661,76600%$867$798-$692026-10-30
Enterprise Financial Services Corp
INCREASED1,7641,719+45+3%$844.3K$797.3K-$47.0K2026-11-03
Cornerstone Advisory, LLC
INCREASED1,7611,710+51+3%$839.9K$795.9K-$43.9K2026-11-06
Wescott Financial Advisory Group, LLC
INCREASED1,7581,741+17+1%$855.3K$794.8K-$60.5K2026-11-09
KPP Advisory Services LLC
DECREASED1,7523,323-1,571-47%$1.6M$791.8K-$840.5K2026-10-26
Center for Financial Planning, Inc.
INCREASED1,7461,527+219+14%$750.0K$789.6K+$39.6K2026-10-26
Peterson Wealth Services
INCREASED1,7461,680+66+4%$824.9K$789.3K-$35.6K2026-10-26
Meridian Wealth Management, LLC
DECREASED1,7181,876-158-8%$921.4K$776.3K-$145.1K2026-11-05
Principle Wealth Partners LLC
INCREASED1,7091,040+669+64%$510.9K$772.5K+$261.7K2026-11-02
Vaughan David Investments LLC
INCREASED1,6801,080+600+56%$530$759+$2292026-11-05
Atlas Private Wealth Advisors
DECREASED1,6771,727-50-3%$848.4K$758.2K-$90.3K2026-10-23
Oakworth Capital, Inc.
UNCHANGED1,6771,67700%$823.7K$758.0K-$65.7K2026-10-26
Zions Bancorporation, National Association
DECREASED1,6662,211-545-25%$1.1M$753.0K-$333.0K2026-11-06
Western Financial Corp
INCREASED1,6571,655+2+0%$812.9K$748.9K-$64.0K2026-10-14
Goelzer Investment Management, Inc.
UNCHANGED1,6501,65000%$810.4K$745.8K-$64.6K2026-10-16
Hartford Financial Management Inc.
UNCHANGED1,6321,63200%$801.6K$737.6K-$63.9K2026-10-21
IFP Advisors, Inc
DECREASED1,6231,707-84-5%$838.4K$733.6K-$104.8K2026-10-16
JB Capital LLC
INCREASED1,6181,593+25+2%$782.2K$731.3K-$50.9K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,6061,603+3+0%$787.3K$725.8K-$61.4K2026-10-27
Rayburn West Financial Services LLC
UNCHANGED1,6001,60000%$785.9K$723.2K-$62.7K2026-11-03
Valeo Financial Advisors, LLC
INCREASED1,5881,214+374+31%$596.4K$717.7K+$121.2K2026-10-08
McAdam, LLC
INCREASED1,5881,507+81+5%$740.2K$717.8K-$22.4K2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED1,5791,610-31-2%$790.9K$713.9K-$77.0K2026-11-04
First Pacific Financial
INCREASED1,5611,553+8+1%$762.8K$705.5K-$57.2K2026-10-14
Alta Advisers Ltd
INCREASED1,558879+679+77%$431.7K$704.2K+$272.5K2026-11-02
Soltis Investment Advisors LLC
INCREASED1,554705+849+120%$346.4K$702.2K+$355.8K2026-10-28
SeaCrest Wealth Management, LLC
UNCHANGED1,5491,54900%$760.8K$700.1K-$60.7K2026-10-21
Vann Equity Management LLC
INCREASED1,5381,523+15+1%$748.0K$695.3K-$52.7K2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED1,5221,538-16-1%$755.4K$687.9K-$67.5K2026-10-27
First National Trust Co
INCREASED1,5211,502+19+1%$737.7K$687.5K-$50.3K2026-10-28
Legacy Financial Advisors, Inc.
INCREASED1,5101,363+147+11%$669.7K$682.7K+$13.0K2026-11-09
Contravisory Investment Management, Inc.
INCREASED1,5041,424+80+6%$699.4K$679.8K-$19.6K2026-10-13
Firestone Capital Management
UNCHANGED1,5001,50000%$736.7K$678.0K-$58.8K2026-11-03
Norden Group LLC
INCREASED1,4981,489+9+1%$731.6K$677.3K-$54.3K2026-10-20
Pinion Investment Advisors, LLC
UNCHANGED1,4931,49300%$733.3K$674.8K-$58.5K2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED1,4821,434+48+3%$704.5K$669.9K-$34.6K2026-10-08
Portside Wealth Group, LLC
INCREASED1,4721,130+342+30%$555.0K$665.3K+$110.3K2026-10-20
Bigelow Investment Advisors, LLC
INCREASED1,4691,341+128+10%$658.6K$664.0K+$5.3K2026-10-13
Moneco Advisors, LLC
DECREASED1,4601,478-18-1%$725.7K$659.9K-$65.8K2026-11-05
Centurion Wealth Management LLC
UNCHANGED1,4551,45500%$714.6K$657.6K-$57.0K2026-10-13
Verdence Capital Advisors LLC
INCREASED1,4261,391+35+3%$683.4K$644.5K-$38.9K2026-10-26
Canton Hathaway, LLC
UNCHANGED1,4231,42300%$698.9K$643.2K-$55.8K2026-10-23
Mather Group, Llc.
INCREASED1,4171,254+163+13%$616.2K$640.4K+$24.2K2026-10-14
Parkside Financial Bank & Trust
INCREASED1,4111,397+14+1%$686.2K$637.7K-$48.4K2026-10-27
Carnegie Investment Counsel
DECREASED1,4051,445-40-3%$709.7K$635.0K-$74.7K2026-10-20
Supplemental Annuity Collective Trust of NJ
DECREASED1,3921,418-26-2%$696.5K$629.2K-$67.3K2026-11-02
Sage Private Wealth Group, LLC
INCREASED1,3911,317+74+6%$646.6K$628.6K-$18.0K2026-10-21
Acropolis Investment Management, LLC
INCREASED1,3911,377+14+1%$676.3K$628.7K-$47.6K2026-10-08
Axxcess Wealth Management, LLC
INCREASED1,371590+781+132%$289.6K$619.5K+$329.9K2026-10-21
Trilogy Capital Inc.
INCREASED1,3651,356+9+1%$666.0K$617.0K-$49.1K2026-10-20
High Probability Advisors, LLC
UNCHANGED1,3601,36000%$668.0K$614.7K-$53.3K2026-10-19
Claro Advisors Inc.
INCREASED1,3541,235+119+10%$606.8K$611.8K+$5.0K2026-11-02
Geneos Wealth Management Inc.
INCREASED1,3531,110+243+22%$545.2K$611.5K+$66.3K2026-11-09
MTM Investment Management, LLC
UNCHANGED1,3521,35200%$664.0K$611.1K-$53.0K2026-10-30
Pacific Sage Partners, LLC
UNCHANGED1,3451,34500%$660.6K$607.9K-$52.7K2026-10-21
Institute for Wealth Management, Llc.
DECREASED1,3431,428-85-6%$701.3K$607.0K-$94.4K2026-11-06
Axxion S.A.
INCREASED1,3341,048+286+27%$514.7K$602.9K+$88.2K2026-10-22
Magnolia Capital Management LTD
UNCHANGED1,3301,33000%$653$601-$522026-10-09
Wealth Science Advisors LLC
UNCHANGED1,3101,31000%$643.4K$592.1K-$51.3K2026-10-09
Dynamic Advisor Solutions LLC
INCREASED1,3081,266+42+3%$621.6K$591.0K-$30.6K2026-10-13
Inlet Private Wealth, LLC
UNCHANGED1,3081,30800%$642.4K$591.2K-$51.2K2026-10-21
BAM Wealth Management, LLC
DECREASED1,2991,516-217-14%$744.6K$587.1K-$157.5K2026-10-15
Bath Savings Trust Co
DECREASED1,2971,322-25-2%$648.8K$585.8K-$63.1K2026-10-07
Pictet North America Advisors SA
NEW1,294—+1,294——$584.9K—2026-10-21
SVB Wealth LLC
DECREASED1,2901,357-67-5%$666.5K$583.2K-$83.3K2026-11-06
Facet Wealth, Inc.
INCREASED1,287918+369+40%$450.9K$581.7K+$130.8K2026-11-04
Advisors Management Group Inc
UNCHANGED1,2841,28400%$630$580-$502026-11-05
ZWJ Investment Counsel Inc
INCREASED1,2571,234+23+2%$606.1K$568.1K-$38.0K2026-10-15
Magnus Financial Group LLC
INCREASED1,2561,247+9+1%$612.6K$567.7K-$44.9K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED1,242709+533+75%$340.3K$561.6K+$221.2K2026-10-13
TD Private Client Wealth LLC
INCREASED1,2361,193+43+4%$586.0K$558.6K-$27.3K2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED1,2361,23600%$607.2K$558.7K-$48.4K2026-11-03
First Heartland Consultants, Inc.
INCREASED1,231562+669+119%$275.8K$556.4K+$280.6K2026-10-08
Argent Trust Co
DECREASED1,2261,234-8-1%$606.1K$554.1K-$52.0K2026-11-09
Symphony Financial, Ltd. Co.
DECREASED1,1991,380-181-13%$665.4K$546.7K-$118.7K2026-10-22
Perpetual Ltd
DECREASED1,1931,291-98-8%$634.1K$539.2K-$94.9K2026-10-13
Sky Investment Group LLC
UNCHANGED1,1851,18500%$582.0K$535.6K-$46.4K2026-10-30
Gilman Hill Asset Management, LLC
DECREASED1,1792,009-830-41%$986.7K$532.9K-$453.9K2026-10-13
PFG Private Wealth Management, LLC
INCREASED1,1721,015+157+15%$498.5K$529.9K+$31.3K2026-10-15
FinArc Investments, Inc.
DECREASED1,1601,243-83-7%$610.5K$524.3K-$86.2K2026-10-14
Berman McAleer LLC
UNCHANGED1,1591,15900%$569.3K$523.8K-$45.4K2026-10-16
Certuity, LLC
DECREASED1,1581,933-775-40%$949.2K$523.4K-$425.9K2026-11-02
Cove Private Wealth, LLC
INCREASED1,1501,142+8+1%$560.9K$519.8K-$41.1K2026-10-28
Councilmark Asset Management, LLC
UNCHANGED1,1501,15000%$564.8K$519.8K-$45.1K2026-10-20
PDS Planning, Inc
DECREASED1,1491,281-132-10%$629.2K$519.3K-$109.9K2026-11-03
3Chopt Investment Partners, LLC
INCREASED1,147949+198+21%$466.1K$518.4K+$52.3K2026-10-30
111 Capital
DECREASED1,1441,367-223-16%$671.4K$517.1K-$154.4K2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED1,1431,335-192-14%$655.7K$516.6K-$139.1K2026-10-16
Dorato Capital Management
UNCHANGED1,1421,14200%$547.9K$533.7K-$14.2K2026-10-08
Hantz Financial Services, Inc.
DECREASED1,1371,970-833-42%$966$515-$4512026-11-09
Radnor Capital Management, LLC
UNCHANGED1,1311,13100%$555.5K$511.2K-$44.3K2026-10-23
YHB Investment Advisors, Inc.
INCREASED1,124760+364+48%$373.3K$508.0K+$134.7K2026-10-08
Curated Wealth Partners LLC
NEW1,117—+1,117——$504.9K—2026-10-15
Wetzel Investment Advisors, Inc.
DECREASED1,1151,124-9-1%$552.1K$504.0K-$48.1K2026-10-13
Kercheville Advisors, LLC
DECREASED1,1001,156-56-5%$567.8K$497.2K-$70.6K2026-10-19
Northside Capital Management, LLC
UNCHANGED1,0951,09500%$538.2K$495.3K-$42.9K2026-10-13
SYM Financial Corp
INCREASED1,085994+91+9%$488.2K$490.2K+$2.0K2026-10-26
Regents Gate Capital LLP
DECREASED1,0793,005-1,926-64%$1.5M$487.7K-$988.3K2026-11-03
Means Investment Co., Inc.
INCREASED1,0741,073+1+0%$526.8K$485.5K-$41.3K2026-11-03
Capital Investment Advisors, LLC
DECREASED1,0731,086-13-1%$533.5K$484.8K-$48.7K2026-10-22
SmartHarvest Portfolios, LLC
DECREASED1,0621,281-219-17%$629.2K$480.1K-$149.1K2026-10-26
Boston Trust Walden Corp
INCREASED1,0601,052+8+1%$516.7K$479.1K-$37.6K2026-10-30
Sterling Investment Counsel, LLC
UNCHANGED1,0591,05900%$520.1K$478.6K-$41.5K2026-10-19
Virtue Capital Management, LLC
DECREASED1,0581,119-61-5%$549.6K$478.2K-$71.4K2026-10-29
Old North State Wealth Management, LLC
INCREASED1,0571,024+33+3%$504.5K$479.6K-$24.9K2026-10-22
Searle & Co.
UNCHANGED1,0501,05000%$515.7K$474.6K-$41.1K2026-11-04
Klingman & Associates, LLC
INCREASED1,042499+543+109%$245.1K$471.0K+$225.9K2026-10-20
Abel Hall, LLC
DECREASED1,0371,078-41-4%$529.5K$468.7K-$60.8K2026-10-19
Peregrine Asset Advisers, Inc.
DECREASED1,0361,236-200-16%$607.1K$468.3K-$138.8K2026-11-09
Equitable Trust Co
INCREASED1,036908+128+14%$446.0K$468.3K+$22.3K2026-10-13
SilverOak Wealth Management LLC
DECREASED1,0361,040-40%$510.8K$468.3K-$42.6K2026-10-29
Welch & Forbes LLC
UNCHANGED1,0341,03400%$507.9K$467.3K-$40.5K2026-11-04
Sunbeam Capital Management, LLC
DECREASED1,0271,109-82-7%$544.6K$464.0K-$80.6K2026-11-05
Avior Wealth Management, LLC
INCREASED1,0271,024+3+0%$503.1K$464.0K-$39.1K2026-10-13
Valmark Advisers, Inc.
DECREASED1,0261,029-30%$505.4K$463.7K-$41.7K2026-11-06
Washington Trust Co
UNCHANGED1,0251,02500%$503.4K$463.3K-$40.2K2026-10-22
Resonant Capital Advisors, LLC
INCREASED1,020863+157+18%$423.9K$461.0K+$37.1K2026-10-15
Watershed Private Wealth LLC
INCREASED1,0201,008+12+1%$495.1K$461.0K-$34.1K2026-10-30
Grey Ledge Advisors, LLC
INCREASED1,0181,017+1+0%$499.7K$460.3K-$39.4K2026-11-02
Conning Inc.
UNCHANGED1,0131,01300%$497.5K$457.9K-$39.7K2026-10-27
Cerro Pacific Wealth Advisors LLC
INCREASED1,011958+53+6%$470.3K$456.8K-$13.5K2026-10-22
RHL Group, LLC
UNCHANGED1,0081,00800%$494.9K$455.6K-$39.3K2026-11-04
Allegiance Financial Group Advisory Services LLC
INCREASED1,004570+434+76%$280.0K$453.8K+$173.8K2026-11-02
First City Capital Management, Inc.
DECREASED9981,023-25-2%$502.5K$451.1K-$51.4K2026-10-27
Lederer & Associates Investment Counsel
NEW995—+995——$450—2026-10-23
Quantum Private Wealth, LLC
UNCHANGED99599500%$488.7K$449.7K-$39.0K2026-10-20
Connecticut Wealth Management, LLC
UNCHANGED99399300%$487.7K$448.9K-$38.9K2026-10-13
Summit Financial Wealth Advisors, LLC
INCREASED992991+1+0%$486.7K$448.4K-$38.4K2026-10-15
AdvisorNet Financial, Inc
INCREASED987900+87+10%$442.0K$465.2K+$23.1K2026-10-15
Mechanics Bank Trust Department
DECREASED987991-40%$486.7K$446.1K-$40.6K2026-10-13
Private Trust Co NA
INCREASED984853+131+15%$419.0K$444.7K+$25.8K2026-10-20
Great Valley Advisor Group, Inc.
DECREASED9841,031-47-5%$506.1K$444.6K-$61.5K2026-11-09
First Citizens Financial Corp
DECREASED9811,002-21-2%$492.1K$443.4K-$48.8K2026-10-02
Lyell Wealth Management, LP
UNCHANGED98098000%$481.3K$442.9K-$38.4K2026-10-30
Pioneer Trust Bank N A
UNCHANGED97797700%$479.9K$441.6K-$38.3K2026-11-06
Arcadia Wealth Management, LLC
UNCHANGED97297200%$477.3K$439.2K-$38.1K2026-10-22
AlTi Global, Inc.
DECREASED9691,644-675-41%$807.5K$438.0K-$369.5K2026-11-09
Tilia Fiduciary Partners, Inc.
DECREASED9681,029-61-6%$505.4K$437.5K-$67.9K2026-10-09
Versant Capital Management, Inc
DECREASED9611,043-82-8%$512.3K$434.4K-$77.9K2026-10-02
First Financial Bank - Trust Division
UNCHANGED95695600%$469.5K$432.1K-$37.5K2026-10-01
Abacus Wealth Partners, LLC
DECREASED9421,033-91-9%$507.3K$425.7K-$81.6K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED939914+25+3%$448.9K$424.7K-$24.2K2026-10-29
Personal CFO Solutions, LLC
DECREASED9371,065-128-12%$523.1K$423.6K-$99.4K2026-11-06
Washington Trust Bank
INCREASED928927+1+0%$455.3K$419.4K-$35.9K2026-11-03
Modera Wealth Management, LLC
DECREASED9261,016-90-9%$499.2K$418.5K-$80.7K2026-10-28
SAX Wealth Advisors, LLC
NEW924—+924——$417.5K—2026-10-13
Gilliland Jeter Wealth Management LLC
DECREASED922940-18-2%$461.7K$416.7K-$45.0K2026-10-28
Michael Brady & Co., LLC
UNCHANGED92092000%$451.9K$415.8K-$36.0K2026-10-23
Lanark Financial, Inc.
INCREASED918881+37+4%$432.7K$414.9K-$17.8K2026-10-26
Pembroke Management, LTD
INCREASED916739+177+24%$363.0K$414.0K+$51.0K2026-10-21
Hanson & Doremus Investment Management
DECREASED9121,537-625-41%$755$412-$3432026-10-16
Freestone Capital Holdings, LLC
INCREASED911500+411+82%$245.6K$411.8K+$166.2K2026-11-09
Eurizon SLJ Capital Ltd
INCREASED911869+42+5%$426.8K$411.8K-$15.1K2026-11-06
SeaBridge Investment Advisors LLC
UNCHANGED91091000%$447.0K$411.3K-$35.7K2026-11-02
Greenspring Advisors, LLC
DECREASED905956-51-5%$469.5K$409.1K-$60.5K2026-11-05
Quent Capital, LLC
DECREASED903957-54-6%$470.1K$362.6K-$107.5K2026-11-09
Burton Enright Welch
NEW901—+901——$407.2K—2026-11-04
Paradigm Asset Management Co LLC
UNCHANGED90090000%$442.0K$406.8K-$35.3K2026-11-05
Alliance Wealth Advisors, LLC
UNCHANGED90090000%$442.0K$406.8K-$35.3K2026-10-14
Washington Trust Advisors, Inc.
DECREASED8971,024-127-12%$503.2K$405.4K-$97.7K2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED895777+118+15%$381.7K$404.6K+$22.9K2026-10-20
Financial Management Professionals, Inc.
INCREASED888827+61+7%$406.2K$401.4K-$4.8K2026-10-23
AdvisorShares Investments LLC
DECREASED8871,603-716-45%$787.3K$400.9K-$386.4K2026-11-09
Pinnacle Wealth Management Advisory Group, LLC
DECREASED8861,150-264-23%$564.8K$400.5K-$164.4K2026-10-23
Oslo Pensjonsforsikring AS
INCREASED883591+292+49%$290.3K$399.1K+$108.8K2026-10-15
Vista Investment Partners II, LLC
DECREASED8831,052-169-16%$516.7K$399.1K-$117.6K2026-10-15
Univest Financial Corp
INCREASED882830+52+6%$407.4K$398.4K-$9.0K2026-11-05
Prescott Group Capital Management, L.L.C.
UNCHANGED87387300%$428.8K$394.6K-$34.2K2026-10-30
Cornerstone Wealth Group, LLC
INCREASED872715+157+22%$351.3K$394.1K+$42.7K2026-11-02
Towercrest Capital Management
DECREASED866871-5-1%$427.8K$391.4K-$36.4K2026-10-23
Alliance Wealth Management Group
DECREASED864869-5-1%$426.8K$390.5K-$36.3K2026-10-29
Stonebridge Financial Group, LLC
DECREASED854891-37-4%$437.6K$386.0K-$51.6K2026-10-01
Verity & Verity, LLC
UNCHANGED84984900%$417.0K$383.7K-$33.3K2026-10-23
Wilkins Investment Counsel Inc
UNCHANGED84384300%$414.0K$381.0K-$33.0K2026-11-03
Angeles Wealth Management, LLC
DECREASED832884-52-6%$434.3K$376.1K-$58.1K2026-10-26
Tribridge Partners Financial LLC
DECREASED828829-10%$400.7K$342.2K-$58.5K2026-11-09
West Paces Advisors Inc.
DECREASED827888-61-7%$436.2K$373.8K-$62.4K2026-10-13
AGF Management LTD
INCREASED826550+276+50%$270.1K$373.3K+$103.2K2026-11-03
Ashton Thomas Securities, LLC
DECREASED825963-138-14%$473.0K$372.9K-$100.1K2026-10-26
Aprio Wealth Management, LLC
INCREASED824769+55+7%$377.7K$372.4K-$5.3K2026-10-28
Leelyn Smith, LLC
INCREASED824822+2+0%$403.7K$372.4K-$31.3K2026-11-03
Anchyra Partners LLC
INCREASED822774+48+6%$380.2K$371.5K-$8.6K2026-10-13
Paladin Advisory Group, LLC
UNCHANGED81581500%$400.3K$368.4K-$31.9K2026-11-09
Parr Mcknight Wealth Management Group, LLC
UNCHANGED81481400%$399.8K$367.9K-$31.9K2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED812861-49-6%$422.9K$367.0K-$55.9K2026-10-05
Capital Advisors Wealth Management, LLC
UNCHANGED80780700%$396.4K$364.7K-$31.6K2026-10-09
Koshinski Asset Management, Inc.
INCREASED805755+50+7%$370.9K$363.9K-$7.0K2026-10-29
Fractal Investments LLC
UNCHANGED80080000%$392.9K$361.6K-$31.3K2026-10-28
Old Port Advisors
INCREASED795782+13+2%$384.1K$359.3K-$24.8K2026-10-23
Quarry Hill Advisors, LLC
DECREASED794837-43-5%$411.0K$358.9K-$52.1K2026-11-04
Blue Trust, Inc.
DECREASED7912,154-1,363-63%$1.1M$357.5K-$700.7K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED79014+776+5543%$6.9K$357.1K+$350.2K2026-10-30
FSM Wealth Advisors, LLC
INCREASED790420+370+88%$206.1K$292.4K+$86.3K2026-10-27
Ballew Advisors, Inc
DECREASED787927-140-15%$443.2K$365.1K-$78.1K2026-10-05
Collective Family Office LLC
DECREASED787823-36-4%$404.2K$355.7K-$48.5K2026-10-05
One Plus One Wealth Management, LLC
UNCHANGED78478400%$385.1K$354.4K-$30.7K2026-10-16
First Bank & Trust
DECREASED783802-19-2%$393.9K$353.9K-$40.0K2026-10-19
North Capital, Inc.
DECREASED781789-8-1%$387.5K$373.3K-$14.2K2026-10-16
TBH Global Asset Management, LLC
NEW780—+780——$352.3K—2026-11-03
Noble Family Wealth, LLC
UNCHANGED78078000%$383.1K$352.5K-$30.6K2026-10-26
Optas, LLC
INCREASED777614+163+27%$301.6K$351.2K+$49.6K2026-11-09
Kaufman Rossin Wealth, LLC
NEW772—+772——$349.0K—2026-10-19
Independent Financial Group, LLC
INCREASED768764+4+1%$375.2K$347.1K-$28.1K2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED767751+16+2%$368.9K$346.7K-$22.2K2026-10-16
Fortress Financial Group, LLC
UNCHANGED76676600%$376.2K$346.2K-$30.0K2026-10-21
Buska Wealth Management, LLC
UNCHANGED76476400%$375.2K$345.3K-$29.9K2026-10-08
Wealth Quarterback LLC
INCREASED761760+1+0%$373.1K$344.1K-$29.0K2026-10-20
Baker Tilly Wealth Management, LLC
INCREASED755748+7+1%$367.4K$341.4K-$26.0K2026-10-05
Advisor OS, LLC
INCREASED751701+50+7%$344.4K$339.4K-$4.9K2026-11-03
Murphy Pohlad Asset Management LLC
DECREASED750969-219-23%$475.9K$339.0K-$136.9K2026-10-22
Strategy Asset Managers LLC
INCREASED747718+29+4%$352.7K$337.8K-$14.8K2026-10-14
Segment Wealth Management, LLC
UNCHANGED74774700%$366.9K$337.6K-$29.3K2026-10-26
Busey Bank
DECREASED746801-55-7%$393.4K$337.2K-$56.2K2026-10-26
Rossby Financial, LCC
INCREASED745693+52+8%$340.2K$336.7K-$3.5K2026-11-05
Everett Harris & Co
INCREASED742732+10+1%$359.5K$335.4K-$24.2K2026-10-28
Harbour Investments, Inc.
INCREASED741609+132+22%$299.0K$334.8K+$35.8K2026-11-09
Essential Planning, Llc.
UNCHANGED73873800%$362.5K$333.6K-$28.9K2026-10-21
Florida Financial Advisors, LLC
NEW737—+737——$333.0K—2026-11-09
HCR Wealth Advisors
INCREASED730727+3+0%$357.1K$329.9K-$27.1K2026-10-15
Formidable Asset Management, LLC
DECREASED728739-11-1%$308.1K$357.4K+$49.3K2026-11-03
Atticus Wealth Management, LLC
DECREASED727745-18-2%$365.9K$328.6K-$37.3K2026-10-20
Bell Bank
DECREASED727728-10%$357.6K$328.6K-$29.0K2026-10-21
TrueWealth Advisors, LLC
DECREASED7252,024-1,299-64%$994.1K$327.7K-$666.4K2026-10-09
Badgley Phelps Wealth Managers, LLC
UNCHANGED72272200%$354.6K$326.3K-$28.3K2026-10-22
Human Investing LLC
INCREASED720692+28+4%$339.9K$325.4K-$14.5K2026-10-19
Private Wealth Partners, LLC
UNCHANGED72072000%$353.6K$325.4K-$28.2K2026-10-22
Asset Allocation Strategies LLC
DECREASED719944-225-24%$463.7K$325.0K-$138.7K2026-10-20
Nwam LLC
INCREASED719662+57+9%$325.3K$325.1K-$1532026-11-09
Triad Wealth Partners, LLC
INCREASED718663+55+8%$305.8K$324.5K+$18.7K2026-10-26
Abacus Planning Group, Inc.
INCREASED717695+22+3%$341.4K$324.1K-$17.3K2026-11-02
EPG Wealth Management LLC
DECREASED717718-10%$352.6K$323.9K-$28.8K2026-11-03
Joel Isaacson & Co., LLC
INCREASED713620+93+15%$304.5K$322.3K+$17.7K2026-11-05
LVW Advisors, LLC
DECREASED707786-79-10%$386.1K$319.3K-$66.7K2026-10-19
Renasant Bank
DECREASED704721-17-2%$354.1K$318.2K-$35.9K2026-11-05
Oarsman Capital, Inc.
DECREASED703757-54-7%$371.8K$317.7K-$54.1K2026-11-05
Compass Wealth Management LLC
UNCHANGED70070000%$343.8K$316.4K-$27.4K2026-10-22
Atwood & Palmer Inc
UNCHANGED70070000%$343.8K$316.4K-$27.4K2026-10-08
Strategic Blueprint, LLC
NEW695—+695——$314.1K—2026-10-22
Global Wealth Strategies & Associates
INCREASED695411+284+69%$201.9K$314.1K+$112.3K2026-10-02
Victory Financial Group, LLC
INCREASED694604+90+15%$296.7K$313.7K+$17.0K2026-10-27
Graetz Wealth LLC
UNCHANGED69269200%$339.9K$312.8K-$27.1K2026-10-27
FAI Advisors, Inc.
INCREASED687658+29+4%$323.2K$310.5K-$12.7K2026-10-27
Rasp Wealth Solutions, LLC
DECREASED685699-14-2%$343.3K$309.7K-$33.7K2026-11-06
Wealth Preservation Advisors, LLC
INCREASED682676+6+1%$332.0K$308.3K-$23.8K2026-11-05
Essential Partners LLC
INCREASED681410+271+66%$201.4K$307.8K+$106.4K2026-10-14
Scissortail Wealth Management, LLC
DECREASED681767-86-11%$376.7K$307.8K-$68.9K2026-11-03
Cidel Asset Management Inc
INCREASED677633+44+7%$310.9K$306.0K-$4.9K2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED6744,691-4,017-86%$2.3M$304.8K-$2.0M2026-11-05
Plancorp, LLC
INCREASED673648+25+4%$311.0K$275.9K-$35.0K2026-11-03
Beacon Capital Management, LLC
UNCHANGED67067000%$329.0K$302.7K-$26.2K2026-10-23
1900 Wealth Management LLC
NEW666—+666——$301.0K—2026-10-13
Hall Laurie J Trustee
DECREASED665765-100-13%$375.7K$300.6K-$75.2K2026-10-06
American Institute for Advanced Investment Management, LLP
UNCHANGED66566500%$326.6K$300.6K-$26.1K2026-11-03
Woodley Farra Manion Portfolio Management Inc
UNCHANGED66466400%$326.1K$300.1K-$26.0K2026-11-05
KMG Fiduciary Partners, LLC
UNCHANGED66066000%$324.0K$298.1K-$25.8K2026-10-14
Falcon Wealth Planning
INCREASED657593+64+11%$291.2K$296.9K+$5.7K2026-11-06
State of Wyoming
INCREASED655545+110+20%$267.7K$296.0K+$28.4K2026-10-28
Maple Capital Management, Inc.
DECREASED654681-27-4%$334.5K$295.6K-$38.9K2026-11-02
Cromwell Holdings LLC
UNCHANGED65165100%$319.7K$294.2K-$25.5K2026-10-28
Taylor Financial Group, Inc.
UNCHANGED65065000%$319.3K$293.8K-$25.5K2026-11-02
Cottage Street Advisors LLC
INCREASED648543+105+19%$266.7K$292.7K+$26.0K2026-10-19
Richardson Financial Services Inc.
UNCHANGED64864800%$318.3K$292.9K-$25.4K2026-10-30
True Private Wealth Advisors
UNCHANGED64864800%$318.3K$292.9K-$25.4K2026-10-19
South Shore Capital Advisors
DECREASED6471,451-804-55%$712.8K$292.2K-$420.6K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED639638+1+0%$313.3K$288.9K-$24.4K2026-10-13
Quantum Financial Advisors, LLC
UNCHANGED63863800%$313.4K$288.4K-$25.0K2026-11-03
Diversified Management Inc
INCREASED636630+6+1%$309.4K$287.5K-$22.0K2026-10-08
Marathon Strategic Advisors, LLC
UNCHANGED63663600%$312.4K$287.5K-$24.9K2026-10-20
May Hill Capital, LLC
DECREASED635636-10%$312.4K$287.0K-$25.4K2026-11-03
Farmers & Merchants Trust Co of Long Beach
DECREASED631635-4-1%$311.9K$285.2K-$26.7K2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED629819-190-23%$402.3K$284.3K-$118.0K2026-10-28
Crew Capital Management, Ltd
UNCHANGED62862800%$308.4K$283.8K-$24.6K2026-10-28
Titleist Asset Management, LLC
INCREASED626515+111+22%$252.5K$282.8K+$30.3K2026-10-08
Seven Hills Financial, LLC
NEW623—+623——$281.6K—2026-10-13
Oppenheimer Asset Management Inc.
DECREASED620650-30-5%$319.3K$280.2K-$39.0K2026-10-27
Ninety One SA (PTY) Ltd
DECREASED618627-9-1%$308.6K$282.6K-$26.0K2026-10-15
Braun-Bostich & Associates Inc.
DECREASED616622-6-1%$305.5K$278.4K-$27.1K2026-10-20
Uniting Wealth Partners, LLC
INCREASED612482+130+27%$236.7K$276.6K+$39.9K2026-11-06
United Advisor Group, LLC
INCREASED611538+73+14%$264.2K$276.2K+$11.9K2026-11-03
Solutions 4 Wealth, Ltd
INCREASED611607+4+1%$298.1K$276.2K-$22.0K2026-11-03
Ifrah Financial Services, Inc.
DECREASED609665-56-8%$326.8K$275.4K-$51.4K2026-10-13
Douglas Lane & Associates, LLC
DECREASED608757-149-20%$371.8K$274.8K-$97.0K2026-10-09
Legacy Wealth Partners, LLC
DECREASED608621-13-2%$305.0K$274.8K-$30.2K2026-10-15
Kestra Investment Management, LLC
INCREASED605449+156+35%$220.7K$273.3K+$52.6K2026-11-04
Alpha Family Trust
UNCHANGED60560500%$297.2K$297.2K$02026-11-04
Sigma Planning Corp
INCREASED603570+33+6%$279.9K$271.9K-$8.0K2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED603607-4-1%$298.1K$272.5K-$25.6K2026-10-14
World Equity Group, Inc.
DECREASED6021,614-1,012-63%$792.6K$271.9K-$520.6K2026-10-14
Hudock, Inc.
UNCHANGED60060000%$294.7K$271.2K-$23.5K2026-10-14
Genesee Capital Advisors, LLC
UNCHANGED60060000%$294.7K$271.2K-$23.5K2026-10-20
Teza Capital Management LLC
NEW597—+597——$269.8K—2026-10-23
Ackerman Capital Advisors, LLC
INCREASED595507+88+17%$249.0K$268.9K+$19.9K2026-10-30
Five Oceans Advisors
DECREASED590635-45-7%$311.9K$266.7K-$45.2K2026-10-22
Heartwood Wealth Advisors LLC
INCREASED587558+29+5%$274.1K$265.3K-$8.8K2026-10-05
Triangle Securities Wealth Management
UNCHANGED58358300%$286.3K$263.5K-$22.8K2026-10-14
Flynn Zito Capital Management, LLC
UNCHANGED58258200%$285.9K$263.1K-$22.8K2026-11-04
Eastern Bank
DECREASED581656-75-11%$322.2K$262.6K-$59.6K2026-10-05
Earned Wealth Advisors, LLC
INCREASED578493+85+17%$242.3K$261.1K+$18.8K2026-11-06
Luts & Greenleigh Group, Inc.
UNCHANGED57857800%$283.9K$261.2K-$22.6K2026-11-05
Northwest Wealth Management, LLC
INCREASED576499+77+15%$245.1K$260.3K+$15.3K2026-10-30
Harrington Investments, Inc
UNCHANGED57557500%$282.4K$259.9K-$22.5K2026-10-14
North Star Investment Management Corp.
DECREASED573575-20%$282.4K$259.0K-$23.4K2026-10-27
bLong Financial, LLC
UNCHANGED57057000%$280.0K$257.6K-$22.3K2026-10-29
Naples Global Advisors, LLC
UNCHANGED56956900%$279.5K$257.2K-$22.3K2026-11-05
New Covenant Trust Company, N.A.
INCREASED568420+148+35%$206.3K$256.7K+$50.4K2026-10-08
Duncker Streett & Co Inc
UNCHANGED56856800%$279.0K$256.7K-$22.3K2026-10-27
Schnieders Capital Management, Llc.
UNCHANGED56856800%$279.0K$256.7K-$22.3K2026-11-09
Aspiriant, LLC
NEW567—+567——$256.3K—2026-10-16
Cooper Financial Group
DECREASED565622-57-9%$305.6K$255.5K-$50.1K2026-10-07
Wendell David Associates Inc
UNCHANGED56556500%$278$255-$232026-10-27
Prevail Innovative Wealth Advisors, LLC
NEW564—+564——$263.5K—2026-10-20
Procyon Advisors, LLC
INCREASED561541+20+4%$265.7K$253.6K-$12.1K2026-10-21
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED559589-30-5%$289.3K$252.7K-$36.6K2026-11-03
Nordwand Advisors, LLC
DECREASED554575-21-4%$282.4K$250.4K-$32.0K2026-11-05
Woodmont Investment Counsel LLC
INCREASED552544+8+1%$267.2K$249.5K-$17.7K2026-10-29
LVM Capital Management LTD
UNCHANGED55055000%$270$248.6K+$248.3K2026-10-20
Smithfield Trust Co
DECREASED549557-8-1%$274$251-$232026-11-09
Rockland Trust Co
NEW547—+547——$247.2K—2026-10-05
Home Federal Bank of Tennessee
INCREASED546545+1+0%$267.7K$246.8K-$20.9K2026-10-15
LeConte Wealth Management, LLC
INCREASED545439+106+24%$215.6K$246.3K+$30.7K2026-10-20
Van Cleef Asset Management,Inc
UNCHANGED54554500%$267.7K$246.3K-$21.4K2026-10-20
NovaPoint Capital, LLC
UNCHANGED54554500%$267.7K$246.3K-$21.4K2026-10-22
Destiny Wealth Partners, LLC
NEW543—+543——$224.4K—2026-11-05
Mayfair Advisory Group, LLC
DECREASED543547-4-1%$263.1K$245.4K-$17.7K2026-10-20
Baker Boyer National Bank
DECREASED541551-10-2%$270.6K$244.5K-$26.1K2026-11-05
Gables Capital Management Inc.
UNCHANGED54154100%$265.7K$244.5K-$21.2K2026-11-04
American National Bank of Texas
UNCHANGED54154100%$265.7K$244.5K-$21.2K2026-10-07
Sentry LLC
UNCHANGED53853800%$264.2K$243.2K-$21.1K2026-10-30
Independent Wealth Network Inc.
UNCHANGED53753700%$263.5K$242.5K-$21.0K2026-10-19
Acorn Wealth Advisors, LLC
INCREASED536523+13+2%$256.9K$242.3K-$14.6K2026-10-19
21 West Wealth Management LLC
DECREASED535543-8-1%$266.7K$241.8K-$24.9K2026-10-13
Unify Financial Advisors
UNCHANGED53053000%$260.3K$239.5K-$20.8K2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED528536-8-1%$263.5K$238.4K-$25.1K2026-10-15
Ascentis Independent Advisors
INCREASED52519+506+2663%$9.3K$237.3K+$227.9K2026-11-03
ShankerValleau Wealth Advisors, Inc.
UNCHANGED52352300%$256.9K$236.4K-$20.5K2026-10-16
Lincoln Capital Corp
NEW517—+517——$233.7K—2026-10-13
Tritonpoint Wealth, LLC
INCREASED516431+85+20%$211.9K$233.4K+$21.5K2026-10-19
MW Advisory, LLC
DECREASED516528-12-2%$259.3K$233.2K-$26.1K2026-10-19
Cathy Pareto & Associates, Inc
INCREASED515465+50+11%$228.3K$232.9K+$4.6K2026-10-15
Sanders Morris Harris LLC
NEW514—+514——$233.6K—2026-10-14
Roman Butler Fullerton & Co
UNCHANGED51151100%$245.0K$237.9K-$7.1K2026-10-27
Root Financial Partners, LLC
DECREASED510631-121-19%$309.9K$230.5K-$79.4K2026-10-21
Gainline Financial Partners, LLC
UNCHANGED51051000%$250.4K$230.4K-$20.0K2026-10-15
Gladwyn Financial Advisors, Inc.
UNCHANGED50950900%$249.8K$229.9K-$19.9K2026-10-05
Western Reserve Capital Management, LLC
DECREASED508517-9-2%$253.9K$229.6K-$24.3K2026-10-14
Balentine LLC
DECREASED507778-271-35%$382.1K$229.2K-$153.0K2026-11-03
QTR Family Wealth, LLC
NEW506—+506——$228.7K—2026-11-02
Balefire, LLC
DECREASED506823-317-39%$404.2K$228.7K-$175.5K2026-10-09
Hudson Capital Management LLC
UNCHANGED50450400%$247.5K$227.8K-$19.8K2026-10-20
Wedge Capital Management L L P
DECREASED503506-3-1%$248.5K$227.3K-$21.2K2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED50250200%$246.6K$226.9K-$19.7K2026-11-02
TCI Wealth Advisors, Inc.
DECREASED500541-41-8%$265.7K$226.0K-$39.7K2026-10-30
CRA Financial Services, LLC
INCREASED500474+26+5%$232.8K$226.0K-$6.8K2026-10-16
Pacifica Partners Inc.
DECREASED500507-7-1%$242.3K$229.6K-$12.7K2026-10-09
Nfsg Corp
DECREASED499532-33-6%$261.3K$225.5K-$35.8K2026-10-15
Zega Investments, LLC
DECREASED499514-15-3%$252.5K$225.5K-$26.9K2026-11-04
Benchmark Financial Wealth Advisors, LLC
INCREASED497471+26+6%$231.1K$224.7K-$6.4K2026-10-20
Almanack Investment Partners, Llc.
INCREASED496421+75+18%$206.8K$224.2K+$17.4K2026-11-03
Balboa Wealth Partners
DECREASED496538-42-8%$264.2K$224.2K-$40.1K2026-10-20
Auxano Advisors, LLC
INCREASED492491+1+0%$241.2K$222.4K-$18.8K2026-11-06
Newman Dignan & Sheerar, Inc.
UNCHANGED49249200%$241.7K$222.4K-$19.3K2026-10-21
Revolve Wealth Partners, LLC
DECREASED491494-3-1%$242.6K$221.9K-$20.7K2026-10-23
Asset One Wealth Management LLC
DECREASED489507-18-4%$243.5K$221.0K-$22.4K2026-11-02
Jacobsen Capital Management
INCREASED485484+1+0%$237.7K$219.2K-$18.5K2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED484551-67-12%$270.6K$218.8K-$51.9K2026-10-23
Ibex Wealth Advisors
INCREASED484483+1+0%$237.1K$218.5K-$18.5K2026-11-06
L. Roy Papp & Associates, LLP
INCREASED480410+70+17%$201.4K$217.0K+$15.6K2026-10-21
Quantum Financial Partners LLC
DECREASED474500-26-5%$245.6K$214.2K-$31.3K2026-10-19
Succession Financial, Inc.
UNCHANGED47447400%$233.0K$214.4K-$18.6K2026-10-14
PCG Asset Management, LLC
INCREASED470415+55+13%$204.3K$212.4K+$8.2K2026-11-05
Heritage Wealth Management, Inc.
UNCHANGED47047000%$230.8K$212.4K-$18.4K2026-10-28
Baldwin Wealth Partners LLC
UNCHANGED46646600%$228.9K$210.6K-$18.3K2026-10-13
Marin Bay Wealth Advisors, LLC
UNCHANGED46246200%$226.9K$208.8K-$18.1K2026-10-28
Adelphi Trust Co
NEW459—+459——$207.5K—2026-10-05
Elco Management Co., LLC
UNCHANGED45845800%$225.0K$207.0K-$17.9K2026-10-14
Greenfield Savings Bank
DECREASED457465-8-2%$228.4K$206.6K-$21.8K2026-10-07
Symmetry Partners, LLC
DECREASED454525-71-14%$257.8K$205.1K-$52.7K2026-10-27
Certified Advisory Corp
INCREASED452444+8+2%$218.0K$204.3K-$13.7K2026-10-29
Cadinha & Co LLC
DECREASED450484-34-7%$237.7K$203.4K-$34.3K2026-10-22
Evergreen Private Wealth LLC
INCREASED448433+15+3%$212.7K$202.5K-$10.2K2026-10-30
Rockline Wealth Management, LLC
NEW447—+447——$202.0K—2026-10-26
Atlas Capital Advisors Inc.
UNCHANGED44144100%$216.6K$23.3K-$193.3K2026-11-09
Archer Investment Corp
INCREASED424124+300+242%$60.7K$191.4K+$130.8K2026-11-05
Trust Co of Vermont
INCREASED418380+38+10%$186.6K$188.9K+$2.3K2026-10-21
Southern Michigan Bank & Trust
INCREASED414393+21+5%$193.0K$187.1K-$5.9K2026-10-19
Evermay Wealth Management LLC
NEW404—+404——$182.6K—2026-11-05
Bangor Savings Bank
UNCHANGED40040000%$196.5K$180.8K-$15.7K2026-10-06
Board of the Pension Protection Fund
NEW360—+360——$162.7K—2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3601,542-1,182-77%$757.3K$162.7K-$594.6K2026-10-14
GoalVest Advisory LLC
UNCHANGED35035000%$171.9K$158.2K-$13.7K2026-10-02
Chilton Capital Management LLC
NEW333—+333——$150.5K—2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED32432400%$159.1K$146.4K-$12.7K2026-10-16
City State Bank
UNCHANGED31531500%$154.7K$142.4K-$12.3K2026-10-20
Cape Investment Advisory, Inc.
INCREASED314312+2+1%$153.2K$141.9K-$11.3K2026-10-13
Highland Investment Advisors LLC
UNCHANGED31031000%$152.1K$139.9K-$12.1K2026-11-09
Fortitude Family Office, LLC
INCREASED306248+58+23%$121.8K$138.3K+$16.5K2026-10-14
Harbor Investment Advisory, LLC
DECREASED295326-31-10%$160.1K$133.3K-$26.8K2026-10-13
First United Bank & Trust
DECREASED289292-3-1%$143.4K$130.6K-$12.8K2026-10-22
Manchester Capital Management LLC
DECREASED287467-180-39%$229.4K$129.7K-$99.7K2026-10-22
American National Bank & Trust
DECREASED287310-23-7%$152.3K$129.7K-$22.5K2026-10-07
GHP Investment Advisors, Inc.
DECREASED275305-30-10%$149.8K$124.3K-$25.5K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED274263+11+4%$129.2K$123.9K-$5.3K2026-11-05
Private Wealth Management Group, LLC
INCREASED271113+158+140%$55.5K$122.5K+$67.0K2026-10-19
SJS Investment Consulting Inc.
INCREASED26155+206+375%$27.0K$118.0K+$91.0K2026-10-26
Princeton Global Asset Management LLC
UNCHANGED25925900%$127.2K$117.1K-$10.1K2026-10-21
First Command Advisory Services, Inc.
INCREASED254216+38+18%$106.1K$114.8K+$8.7K2026-11-05
PlanVest Financial, Inc
UNCHANGED25025000%$122.8K$113.0K-$9.8K2026-11-09
Arlington Trust Co LLC
INCREASED24981+168+207%$39.8K$112.5K+$72.8K2026-10-20
Wealth Enhancement Trust Services, Inc.
UNCHANGED24824800%$121.8K$112.1K-$9.7K2026-10-07
Westside Investment Management, Inc.
UNCHANGED24024000%$117.9K$111.3K-$6.5K2026-11-02
Toth Financial Advisory Corp
INCREASED239216+23+11%$106.1K$108.0K+$1.9K2026-10-08
Foster Dykema Cabot & Partners, LLC
UNCHANGED23923900%$117.4K$108.0K-$9.4K2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED23523500%$115$106-$92026-11-04
Motco
UNCHANGED22922900%$112.5K$103.5K-$9.0K2026-11-09
Hickory Point Bank & Trust
UNCHANGED22522500%$110.5K$101.7K-$8.8K2026-10-01
Financial Perspectives, Inc
UNCHANGED22522500%$110.5K$101.7K-$8.8K2026-11-03
Bell Investment Advisors, Inc
INCREASED208205+3+1%$100.7K$94.0K-$6.7K2026-10-29
PFS Partners, LLC
UNCHANGED20820800%$102.1K$94.1K-$7.9K2026-10-21
Abound Wealth Management
INCREASED207203+4+2%$99.5K$93.7K-$5.8K2026-10-26
Salomon & Ludwin, LLC
DECREASED205236-31-13%$114.4K$92.7K-$21.7K2026-10-29
Compass Financial Management LLC
NEW204—+204——$92.0K—2026-10-30
Darwin Wealth Management, LLC
INCREASED2000+200—$275$90.6K+$90.3K2026-11-09
Peoples Financial Services Corp.
UNCHANGED20020000%$98.2K$90.4K-$7.8K2026-10-20
Financially Speaking Inc
UNCHANGED20020000%$83.3K$90.4K+$7.0K2026-11-05
UMB Private Wealth Management, LLC
NEW199—+199——$89.9K—2026-10-19
MV Capital Management, Inc.
DECREASED195202-7-3%$99.2K$88.1K-$11.1K2026-10-29
Owl Creek Wealth Partners LLC
INCREASED189184+5+3%$90.4K$85.4K-$4.9K2026-10-20
Farmers & Merchants Investments Inc
DECREASED186200-14-7%$98.2K$84.1K-$14.2K2026-10-22
General Partner, Inc.
UNCHANGED18218200%$89.4K$82.3K-$7.1K2026-10-05
Indiana Trust & Investment Management Co
UNCHANGED17917900%$87.9K$80.9K-$7.0K2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED178164+14+9%$80.5K$80.4K-$942026-10-15
Capital Advisors, Ltd. LLC
INCREASED175167+8+5%$82$79-$32026-10-27
Financial Consulate, Inc
UNCHANGED16016000%$78.6K$72.3K-$6.3K2026-10-23
JFS Wealth Advisors, LLC
DECREASED157158-1-1%$77.6K$71.0K-$6.6K2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED155135+20+15%$66.3K$70.1K+$3.8K2026-10-27
Intesa Sanpaolo Wealth Management
UNCHANGED15515500%$76.1K$70.1K-$6.1K2026-10-28
Key FInancial Inc
INCREASED153109+44+40%$53.5K$69.2K+$15.6K2026-11-02
Jnba Financial Advisors
INCREASED150144+6+4%$70.7K$67.8K-$2.9K2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED15015000%$73.7K$67.8K-$5.9K2026-10-13
Davis Capital Management
DECREASED149167-18-11%$82.0K$67.3K-$14.7K2026-10-08
Pinnacle Bancorp, Inc.
INCREASED145100+45+45%$49.1K$65.5K+$16.4K2026-10-21
Guardian Partners Inc.
NEW142—+142——$64.2K—2026-10-21
TFC Financial Management, Inc.
UNCHANGED14214200%$69.7K$64.2K-$5.6K2026-10-26
Wealth Analytics Partners, LLC
NEW140—+140——$63.3K—2026-10-19
Plante Moran Financial Advisors, LLC
INCREASED1371+136+13600%$491$61.9K+$61.4K2026-11-04
Deseret Mutual Benefit Administrators
INCREASED13796+41+43%$47.2K$61.9K+$14.8K2026-11-04
Old Second National Bank of Aurora
UNCHANGED13513500%$66.3K$61.0K-$5.3K2026-10-22
Rothwell Investment Advisors, LLC
NEW133—+133——$60.0K—2026-11-06
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED132134-2-1%$65.8K$59.7K-$6.2K2026-11-06
Strive Financial Group,LLC
NEW129—+129——$58.3K—2026-11-09
Physician Wealth Advisors, Inc.
INCREASED12682+44+54%$40.3K$57.0K+$16.7K2026-10-20
Palladiem, LLC
UNCHANGED12612600%$61.7K$56.9K-$4.8K2026-11-09
Morse Asset Management, Inc
UNCHANGED12512500%$61.4K$56.5K-$4.9K2026-11-09
Nova Financial LLC
NEW124—+124——$56.0K—2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED12212200%$59.9K$55.1K-$4.8K2026-10-05
Barrett & Company, Inc.
UNCHANGED12012000%$58.9K$54.2K-$4.7K2026-10-22
Pittenger & Anderson Inc
INCREASED116100+16+16%$49.1K$52.4K+$3.3K2026-11-02
McCarley & Cook Financial Planners
INCREASED116115+1+1%$56.5K$52.4K-$4.1K2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED11511500%$56.5K$52.0K-$4.5K2026-10-23
Kingdom Financial Group Llc.
DECREASED111434-323-74%$213.2K$50.1K-$163.1K2026-11-04
True Wealth Design, LLC
INCREASED10565+40+62%$31.9K$47.5K+$15.5K2026-10-13
Axiom Investment Management LLC
DECREASED105119-14-12%$58.5K$47.5K-$11.0K2026-11-03
Tradewinds Capital Management, LLC
INCREASED10495+9+9%$46.7K$47.0K+$3452026-10-23
Golden State Wealth Management, LLC
DECREASED104106-2-2%$52.4K$47.4K-$5.0K2026-11-02
Madden Securities Corp
NEW102—+102——$46.1K—2026-10-27
James T. Borello RIA
INCREASED10272+30+42%$35.4K$46.1K+$10.7K2026-10-16
Align Financial, LLC
INCREASED102100+2+2%$49.1K$46.1K-$3.0K2026-10-16
Godsey & Gibb, Inc
UNCHANGED10010000%$49.1K$45.2K-$3.9K2026-10-14
Flagship Wealth Advisors, LLC
UNCHANGED10010000%$49.1K$45.2K-$3.9K2026-11-03
Piscataqua Savings Bank
UNCHANGED10010000%$49.1K$45.2K-$3.9K2026-10-21
Financial Network Wealth Advisors LLC
INCREASED9981+18+22%$39.8K$44.7K+$5.0K2026-10-28
Ares Financial Consulting, LLC
INCREASED9853+45+85%$26.0K$44.3K+$18.3K2026-10-19
Horizon Financial Services, LLC
DECREASED94113-19-17%$55.5K$42.5K-$13.0K2026-11-04
Avion Wealth
INCREASED9383+10+12%$40$42+$22026-11-04
Clean Yield Group
UNCHANGED929200%$45.2K$41.6K-$3.6K2026-10-28
Walsh & Associates, LLC
UNCHANGED909000%$44.2K$40.7K-$3.5K2026-11-09
Creative Financial Designs Inc
DECREASED8890-2-2%$44.2K$39.8K-$4.4K2026-11-04
Highline Wealth Partners LLC
DECREASED8587-2-2%$42.7K$38.4K-$4.3K2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED818100%$39.8K$36.6K-$3.2K2026-10-15
Barnes Dennig Private Wealth Management LLC
INCREASED8020+60+300%$9.8K$36.2K+$26.3K2026-10-30
Creative Capital Management Investments LLC
INCREASED7966+13+20%$32.4K$35.7K+$3.3K2026-10-28
Signature Equity Partners, LLC
INCREASED6656+10+18%$27.4K$29.8K+$2.5K2026-10-29
Halbert Hargrove Global Advisors, LLC
DECREASED6669-3-4%$33.8K$29.9K-$3.9K2026-10-16
Joseph Group Capital Management
INCREASED6563+2+3%$30.9K$29.4K-$1.6K2026-11-04
Hughes Financial Services, LLC
INCREASED5552+3+6%$25.5K$23.7K-$1.8K2026-10-30
Wilkerson Advisory Group LLC
DECREASED5358-5-9%$28.5K$24.0K-$4.5K2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED535300%$26.1K$24.0K-$2.1K2026-11-04
WPG Advisers, LLC
DECREASED5268-16-24%$33.4K$23.5K-$9.9K2026-10-27
United Community Bank
UNCHANGED525200%$25.5K$23.5K-$2.0K2026-10-28
Tounjian Advisory Partners, LLC
INCREASED5047+3+6%$23.2K$22.7K-$4922026-11-04
SouthState Bank Corp
INCREASED5049+1+2%$24.1K$22.6K-$1.5K2026-11-09
Trust Co
INCREASED4925+24+96%$12.3K$22.1K+$9.9K2026-10-09
Bare Financial Services, Inc
INCREASED4947+2+4%$23.1K$22.1K-$9372026-11-04
Covestor Ltd
DECREASED4761-14-23%$30$22-$82026-10-30
Winch Advisory Services, LLC
UNCHANGED474700%$23.1K$21.3K-$1.8K2026-11-06
Greykasell Wealth Strategies, Inc.
UNCHANGED444400%$21.6K$19.9K-$1.7K2026-11-09
Elevation Wealth Partners, LLC
DECREASED4266-24-36%$32.4K$19.0K-$13.4K2026-10-07
Addison Advisors LLC
INCREASED4028+12+43%$13.8K$18.1K+$4.3K2026-11-06
Community Financial Services Group, LLC
UNCHANGED404000%$19.4K$18.4K-$1.0K2026-10-15
Heritage Family Offices, LLP
NEW39—+39——$17.6K—2026-11-02
Marquette Asset Management, LLC
UNCHANGED383800%$18.7K$17.2K-$1.5K2026-10-09
Burk Holdings LLC
UNCHANGED383800%$18.7K$17.2K-$1.5K2026-11-05
Albion Financial Group
INCREASED3735+2+6%$17.2K$16.9K-$3412026-10-21
Aspect Partners, LLC
INCREASED3736+1+3%$17.7K$16.7K-$9582026-10-20
Roxbury Financial LLC
UNCHANGED373700%$18.2K$16.8K-$1.4K2026-10-01
Olistico Wealth, LLC
UNCHANGED373700%$18.2K$16.7K-$1.5K2026-10-05
Triumph Capital Management
INCREASED3635+1+3%$17.2K$16.3K-$9202026-10-14
Bay Harbor Wealth Management, LLC
INCREASED3532+3+9%$15.7K$15.8K+$1022026-11-03
Eukles Asset Management
UNCHANGED353500%$17.2K$15.8K-$1.4K2026-11-04
Rydar Equities, Inc.
NEW34—+34——$15.9K—2026-10-13
Phillip James Consulting Co.
UNCHANGED343400%$16.7K$15.4K-$1.3K2026-11-03
Coston, McIsaac & Partners
UNCHANGED333300%$16$14.9K+$14.9K2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
INCREASED3230+2+7%$14.7K$14.5K-$2712026-10-28
Citizens National Bank Trust Department
UNCHANGED323200%$15.7K$14.5K-$1.3K2026-11-04
Bayban
UNCHANGED313100%$15.2K$15.2K$02026-11-05
Gleason Group, Inc.
UNCHANGED303000%$14.7K$13.6K-$1.2K2026-10-15
High Note Wealth, LLC
INCREASED2816+12+75%$7.9K$12.7K+$4.8K2026-10-27
Hilton Head Capital Partners, LLC
DECREASED2746-19-41%$22.6K$12.2K-$10.4K2026-10-23
Ascentis Wealth Management, LLC
NEW26—+26——$11.7K—2026-11-03
IMG Wealth Management, Inc.
INCREASED2620+6+30%$9.8K$11.8K+$1.9K2026-10-27
Buck Wealth Strategies, LLC
DECREASED2631-5-16%$15.2K$11.8K-$3.5K2026-10-28
Bayforest Capital Ltd
DECREASED2555-30-55%$27.0K$11.3K-$15.7K2026-11-03
Costello Asset Management, Inc
UNCHANGED252500%$12.3K$11.3K-$9792026-10-30
Caldwell Sutter Capital, Inc.
UNCHANGED252500%$12.3K$11.3K-$9792026-11-09
Pacific Center for Financial Services
UNCHANGED252500%$12.3K$11.3K-$9792026-10-15
Torren Management, LLC
UNCHANGED242400%$11.8K$10.8K-$9402026-10-29
Reap Financial Group, LLC
UNCHANGED242400%$11.8K$10.8K-$9402026-11-02
Redwood Park Advisors LLC
INCREASED231+22+2200%$492$10.4K+$9.9K2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED232300%$11.2K$10.3K-$8902026-10-16
Downshift Financial, LLC
UNCHANGED222200%$10.8K$9.9K-$8622026-10-13
Planning Strategies Inc.
INCREASED2118+3+17%$8.8K$9.5K+$6512026-10-02
Elevated Capital Advisors, LLC
UNCHANGED212100%$10.3K$9.5K-$8222026-11-04
Clark Wealth Partners
INCREASED1914+5+36%$6.9K$8.6K+$1.7K2026-10-19
Dogwood Wealth Management LLC
UNCHANGED191900%$9.3K$8.6K-$7442026-11-09
Valued Wealth Advisors LLC
DECREASED1819-1-5%$9.3K$8.1K-$1.2K2026-11-05
Country Trust Bank
UNCHANGED181800%$8.8K$8.1K-$7052026-10-30
Birch Financial Group, LLC
NEW17—+17——$7.7K—2026-10-27
United Financial Planning Group LLC
UNCHANGED171700%$8.4K$7.7K-$6662026-11-04
DT Investment Partners, LLC
UNCHANGED171700%$8.4K$7.7K-$6662026-10-27
Tompkins Financial Corp
UNCHANGED171700%$8.4K$7.7K-$6662026-10-05
J.Safra Asset Management Corp
DECREASED16924-908-98%$453.8K$7.2K-$446.6K2026-11-03
Latitude Advisors, LLC
NEW15—+15——$6.8K—2026-10-27
Community Bank, N.A.
NEW15—+15——$6.8K—2026-11-06
Security National Bank
UNCHANGED151500%$7.4K$6.8K-$5872026-10-26
GK Wealth Management LLC
NEW13—+13——$5.9K—2026-10-09
Clayton Financial Group LLC
NEW13—+13——$5.9K—2026-10-13
Retirement Wealth Solutions LLC
INCREASED136+7+117%$2.9K$5.9K+$2.9K2026-10-07
Yankcom Partnership
UNCHANGED121200%$5.9K$5.4K-$4702026-10-15
Markowski Investments
NEW11—+11——$5.0K—2026-10-30
Proathlete Wealth Management LLC
INCREASED114+7+175%$2.0K$5.0K+$3.0K2026-10-15
Activest Wealth Management
INCREASED118+3+38%$3.9K$5.0K+$1.0K2026-10-15
American Capital Advisory, LLC
INCREASED1110+1+10%$4.9K$5.0K+$602026-10-28
Fairscale Capital, LLC
UNCHANGED111100%$5.4K$4.5K-$8932026-11-04
KFG LLC
NEW10—+10——$4.5K—2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED101000%$4.9K$4.5K-$3922026-10-09
Reyes Financial Architecture, Inc.
UNCHANGED101000%$4.9K$4.5K-$3922026-10-22
Rakuten Securities, Inc.
INCREASED98+1+13%$3.9K$4.1K+$1392026-11-02
Cedar Mountain Advisors, LLC
UNCHANGED9900%$4.4K$4.1K-$3522026-10-15
Nvest Wealth Strategies, Inc.
NEW8—+8——$3.6K—2026-10-14
Three Bridge Wealth Advisors, LLC
NEW8—+8——$3.6K—2026-11-05
Foresight Capital Management Advisors, Inc.
NEW8—+8——$3.6K—2026-10-27
Maseco LLP
NEW7—+7——$3.2K—2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
NEW7—+7——$3—2026-10-14
Acumen Wealth Advisors, LLC
NEW7—+7——$3.2K—2026-11-05
Breakwater Investment Management
INCREASED71+6+600%$492$3.2K+$2.7K2026-10-20
Quaker Wealth Management, LLC
INCREASED76+1+17%$2.9K$3.2K+$2172026-10-22
Key Capital Management, Inc
UNCHANGED7700%$3.4K$3.2K-$2742026-11-03
Sunrise Financial Services, LLC
UNCHANGED7700%$3.4K$3.2K-$2742026-10-21
Balance Wealth Partners LLC
NEW6—+6——$2.7K—2026-10-27
N.E.W. Advisory Services LLC
INCREASED63+3+100%$1.5K$2.7K+$1.2K2026-11-09
Armstrong Advisory Group, Inc
UNCHANGED6600%$2.9K$2.7K-$2352026-10-09
Ashurst Perkins Coie Trust Co
NEW5—+5——$2.3K—2026-10-15
Tidemark, LLC
INCREASED51+4+400%$491$2.3K+$1.8K2026-11-09
DecisionPoint Financial, LLC
INCREASED54+1+25%$1.9K$2.3K+$3562026-10-27
Kennebec Savings Bank
UNCHANGED5500%$2.5K$2.3K-$1962026-10-22
RMG Wealth Management LLC
UNCHANGED5500%$2.4K$2.3K-$1412026-10-26
Wolff Wiese Magana LLC
UNCHANGED5500%$2.5K$2.3K-$1962026-10-15
PayPay Securities Corp
UNCHANGED5500%$2.5K$2.3K-$1962026-10-27
Pension & Wealth Management Advisors, Inc.
NEW4—+4——$1.8K—2026-10-16
William Mack & Associates, Inc.
NEW4—+4——$1.8K—2026-10-27
Asset Dedication, LLC
DECREASED47-3-43%$3.4K$1.8K-$1.6K2026-11-03
Trifecta Capital Advisors, LLC
UNCHANGED4400%$2.0K$1.8K-$1572026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED4400%$2.0K$1.8K-$1572026-11-02
Roble, Belko & Company, Inc
DECREASED320-17-85%$10$1-$92026-11-09
Decker Retirement Planning Inc.
DECREASED314-11-79%$7.1K$1.6K-$5.5K2026-10-19
Fortis Group Advisors, LLC
UNCHANGED3300%$1.5K$1.4K-$1172026-11-06
Newton One Investments LLC
NEW2—+2——$691—2026-10-14
Lodestone Wealth Management LLC
UNCHANGED2200%$982$904-$782026-10-14
Mascoma Wealth Management LLC
UNCHANGED2200%$982$904-$782026-10-23
Laurel Wealth Advisors LLC
NEW1—+1——$452—2026-10-27
StrongBox Wealth, LLC
NEW1—+1——$452—2026-11-02
Meriwether Wealth & Planning, LLC
NEW1—+1——$452—2026-10-13
Mosley Wealth Management
UNCHANGED1100%$491$457-$342026-10-16
3 Factor Indexing, LLC
UNCHANGED1100%$492$452-$402026-10-15
Lloyd Advisory Services, Llc.
NEW0—0——$36—2026-11-02
Aware Super Pty Ltd as trustee of Aware Super
CLOSED099,885-99,885-100%$49.1M$0-$49.1M2026-10-30
Jefferies Financial Group Inc.
CLOSED094,695-94,695-100%$46.5M$0-$46.5M2026-11-05
Alberta Investment Management Corp
CLOSED021,700-21,700-100%$10.7M$0-$10.7M2026-11-09
Kepler Cheuvreux (Suisse) SA
CLOSED019,881-19,881-100%$9.8M$0-$9.8M2026-10-20
TTP Investments, Inc.
CLOSED08,002-8,002-100%$3.9M$0-$3.9M2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED07,893-7,893-100%$3.9M$0-$3.9M2026-10-16
Oak Thistle LLC
CLOSED06,094-6,094-100%$3.0M$0-$3.0M2026-10-21
Capricorn Fund Managers Ltd
CLOSED05,000-5,000-100%$2.5M$0-$2.5M2026-11-03
Analyst IMS Investment Management Services Ltd.
CLOSED04,969-4,969-100%$2.4K$0-$2.4K2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
CLOSED04,939-4,939-100%$2.4M$0-$2.4M2026-10-09
Broad Peak Investment Advisers Pte Ltd
CLOSED04,700-4,700-100%$2.3M$0-$2.3M2026-11-02
Dara Capital US, Inc.
CLOSED03,352-3,352-100%$1.6M$0-$1.6M2026-10-29
Bellwether Advisors, LLC
CLOSED02,467-2,467-100%$1.2M$0-$1.2M2026-11-09
Investment House LLC
CLOSED02,200-2,200-100%$1.1M$0-$1.1M2026-10-21
Lecap Asset Management LTD
CLOSED01,970-1,970-100%$967.6K$0-$967.6K2026-10-27
Redhawk Wealth Advisors, Inc.
CLOSED01,814-1,814-100%$891.0K$0-$891.0K2026-10-14
LEE Johnson Capital Management, LLC
CLOSED01,715-1,715-100%$842.3K$0-$842.3K2026-11-09
Econ Financial Services Corp
CLOSED01,525-1,525-100%$749.0K$0-$749.0K2026-10-19
Associated Banc-Corp
CLOSED01,114-1,114-100%$547.2K$0-$547.2K2026-10-30
Johnson Financial Group, LLC
CLOSED0945-945-100%$464.1K$0-$464.1K2026-11-03
Vest Financial, LLC
CLOSED0869-869-100%$426.8K$0-$426.8K2026-10-21
tru Independence LLC
CLOSED0864-864-100%$424.3K$0-$424.3K2026-10-20
Inscription Capital, LLC
CLOSED0825-825-100%$405.0K$0-$405.0K2026-11-02
Saxony Capital Management, LLC
CLOSED0725-725-100%$356.1K$0-$356.1K2026-10-15
Financial Insights, Inc.
CLOSED0681-681-100%$334.5K$0-$334.5K2026-10-27
Impact Investors, Inc
CLOSED0621-621-100%$305.0K$0-$305.0K2026-11-02
Delta Investment Management, LLC
CLOSED0615-615-100%$302.1K$0-$302.1K2026-11-09
Precedent Wealth Partners, LLC
CLOSED0596-596-100%$292.7K$0-$292.7K2026-10-21
Athena Wealth Management, LLC
CLOSED0558-558-100%$274.1K$0-$274.1K2026-10-09
West Family Investments, Inc.
CLOSED0534-534-100%$262.3K$0-$262.3K2026-11-09
Gallacher Capital Management LLC
CLOSED0528-528-100%$259.1K$0-$259.1K2026-10-30
CenterBook Partners LP
CLOSED0514-514-100%$252.5K$0-$252.5K2026-11-02
Focused Alpha, LLC
CLOSED0505-505-100%$248.2K$0-$248.2K2026-10-20
Upper Left Wealth Management, LLC
CLOSED0500-500-100%$245.6K$0-$245.6K2026-10-14
Pinkerton Wealth, LLC
CLOSED0499-499-100%$208.0K$0-$208.0K2026-10-29
Allen Capital Group, LLC
CLOSED0480-480-100%$235.8K$0-$235.8K2026-10-27
Drive Wealth Management, LLC
CLOSED0479-479-100%$235.7K$0-$235.7K2026-11-09
SteelPeak Wealth, LLC
CLOSED0476-476-100%$233.6K$0-$233.6K2026-10-16
Paragon Private Wealth Management, LLC
CLOSED0474-474-100%$232.8K$0-$232.8K2026-10-20
Synergy Asset Management, LLC
CLOSED0474-474-100%$232.8K$0-$232.8K2026-11-05
Belpointe Asset Management LLC
CLOSED0465-465-100%$228.4K$0-$228.4K2026-11-09
Sovran Advisors, LLC
CLOSED0452-452-100%$212.3K$0-$212.3K2026-11-02
TritonPoint Partners, LLC
CLOSED0438-438-100%$215.3K$0-$215.3K2026-11-05
55 North Private Wealth, LLC
CLOSED0433-433-100%$212.7K$0-$212.7K2026-10-20
MBA Advisors LLC
CLOSED0432-432-100%$212.2K$0-$212.2K2026-10-29
Westover Capital Advisors, LLC
CLOSED0427-427-100%$209.7K$0-$209.7K2026-10-26
Courier Capital LLC
CLOSED0426-426-100%$209.2K$0-$209.2K2026-10-19
Clear Creek Financial Management, LLC
CLOSED0426-426-100%$209.2K$0-$209.2K2026-10-28
Southland Equity Partners LLC
CLOSED0420-420-100%$206.3K$0-$206.3K2026-10-14
Burkett Asset Management Ltd
CLOSED0420-420-100%$206.3K$0-$206.3K2026-10-13
Tactive Advisors, LLC
CLOSED0417-417-100%$205.0K$0-$205.0K2026-10-08
Dutch Asset Corp
CLOSED0417-417-100%$205.1K$0-$205.1K2026-10-20
BCM Advisors, LLC
CLOSED0417-417-100%$200.6K$0-$200.6K2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED0414-414-100%$203.3K$0-$203.3K2026-10-16
Intrua Financial, LLC
CLOSED0412-412-100%$202.5K$0-$202.5K2026-10-28
Correct Capital Wealth Management
CLOSED0411-411-100%$201.9K$0-$201.9K2026-11-02
Levin Capital Strategies, L.P.
CLOSED0410-410-100%$201.4K$0-$201.4K2026-11-02
Redwood Family Wealth LLC
CLOSED0410-410-100%$201.8K$0-$201.8K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED0409-409-100%$200.9K$0-$200.9K2026-10-13
Knuff & Co LLC
CLOSED0200-200-100%$98.2K$0-$98.2K2026-11-06
Strategic Wealth Advisors LLC
CLOSED0198-198-100%$77$0-$772026-11-06
Cornerstone Planning Group LLC
CLOSED0181-181-100%$85.7K$0-$85.7K2026-10-16
LifeSteps Financial, Inc.
CLOSED0151-151-100%$74.2K$0-$74.2K2026-10-15
BankPlus Trust Department
CLOSED0123-123-100%$60.4K$0-$60.4K2026-11-06
Park Place Capital Corp
CLOSED050-50-100%$24.6K$0-$24.6K2026-11-09
Stone House Investment Management, LLC
CLOSED028-28-100%$13.8K$0-$13.8K2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED028-28-100%$13.8K$0-$13.8K2026-10-29
Evolution Wealth Management Inc.
CLOSED025-25-100%$12.3K$0-$12.3K2026-10-28
First Bancorp, Inc
CLOSED020-20-100%$9.8K$0-$9.8K2026-10-26
Trust Co of Toledo NA
CLOSED015-15-100%$7.4K$0-$7.4K2026-10-16
Tsfg, LLC
CLOSED015-15-100%$8$0-$82026-10-23
Kelleher Financial Advisors
CLOSED013-13-100%$6.4K$0-$6.4K2026-10-30
Vermillion Wealth Management, Inc.
CLOSED012-12-100%$5.9K$0-$5.9K2026-10-26
MJT & Associates Financial Advisory Group, Inc.
CLOSED06-6-100%$2.9K$0-$2.9K2026-10-07
Navigoe, LLC
CLOSED03-3-100%$1$0-$12026-11-04
CKW Financial Group
CLOSED02-2-100%$1$0-$12026-10-29
Noble Wealth Management PBC
CLOSED02-2-100%$982$0-$9822026-10-01
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
Raleigh Capital Management Inc.
UNCHANGED000—$26$24-$22026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$601.7K$553.7K-$48.0K2026-10-29
BlackRock, Inc.
N/A—21,876,084-21,876,084-100%$10.7B———
Vanguard Capital Management LLC
N/A—14,437,764-14,437,764-100%$7.1B———
JPMorgan Chase & Co
N/A—12,562,815-12,562,815-100%$6.0B———
FMR LLC
N/A—10,085,086-10,085,086-100%$5.0B———
State Street Corp
N/A—10,077,391-10,077,391-100%$4.9B———
Morgan Stanley
N/A—5,415,027-5,415,027-100%$2.7B———
Vanguard Portfolio Management LLC
N/A—3,591,869-3,591,869-100%$1.8B———
Franklin Resources Inc
N/A—3,293,486-3,293,486-100%$1.6B———
Nuveen, LLC
N/A—3,013,749-3,013,749-100%$1.5B———
Norges Bank
N/A—2,916,886-2,916,886-100%$1.4B———
Northern Trust Corp
N/A—2,460,507-2,460,507-100%$1.2B———
Bank of America Corp
N/A—2,411,385-2,411,385-100%$1.2B———
UBS Group AG
N/A—2,368,517-2,368,517-100%$1.2B———
Ameriprise Financial Inc
N/A—2,345,431-2,345,431-100%$1.2B———
Goldman Sachs Group Inc
N/A—2,212,165-2,212,165-100%$1.1B———
Wellington Management Group LLP
N/A—2,097,038-2,097,038-100%$1.0B———
Alliancebernstein L.P.
N/A—1,834,853-1,834,853-100%$764.7M———
Charles Schwab Investment Management Inc
N/A—1,770,762-1,770,762-100%$869.7M———
Jupiter Topco LLC
N/A—1,748,566-1,748,566-100%$858.8M———
Legal & General Group Plc
N/A—1,522,505-1,522,505-100%$747.8M———
Massachusetts Financial Services Co
N/A—1,518,752-1,518,752-100%$752.3M———
Invesco Ltd.
N/A—1,493,278-1,493,278-100%$733.4M———
Capital Research Global Investors
N/A—1,408,884-1,408,884-100%$691.9M———
Raymond James Financial Inc
N/A—1,371,431-1,371,431-100%$673.6M———
Vanguard Fiduciary Trust Co
N/A—1,270,191-1,270,191-100%$623.9M———
Price T Rowe Associates Inc
N/A—1,166,741-1,166,741-100%$573.1K———
Royal Bank of Canada
N/A—1,115,656-1,115,656-100%$548.0M———
Capital International Investors
N/A—1,110,750-1,110,750-100%$545.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,072,144-1,072,144-100%$526.5M———
SG Americas Securities, LLC
N/A—1,070,222-1,070,222-100%$525.7K———
AQR Capital Management LLC
N/A—1,056,139-1,056,139-100%$514.5M———
Capital World Investors
N/A—1,052,828-1,052,828-100%$517.0M———
Wells Fargo & Company
N/A—840,041-840,041-100%$412.6M———
Winslow Capital Management, LLC
N/A—800,850-800,850-100%$393.3M———
Schroder Investment Management Group
N/A—795,789-795,789-100%$390.9M———
BNP Paribas Asset Management Holding S.A.
N/A—764,932-764,932-100%$375.7M———
Man Group plc
N/A—703,658-703,658-100%$345.6M———
HSBC Holdings PLC
N/A—698,906-698,906-100%$343.3M———
UBS Asset Management Americas LLC
N/A—648,404-648,404-100%$318.5M———
Balyasny Asset Management L.P.
N/A—635,750-635,750-100%$312.3M———
Swiss National Bank
N/A—624,303-624,303-100%$306.6M———
Citadel Advisors LLC
N/A—623,960-623,960-100%$306.5M———
Loomis Sayles & Co L P
N/A—591,726-591,726-100%$290.6M———
Lazard Asset Management LLC
N/A—551,827-551,827-100%$271.0M———
National Pension Service
N/A—532,856-532,856-100%$261.7M———
TD Asset Management Inc
N/A—505,476-505,476-100%$248.3M———
Jane Street Group, LLC
N/A—478,348-478,348-100%$234.9M———
Vanguard Global Advisers, LLC
N/A—476,816-476,816-100%$234.2M———
California Public Employees Retirement System
N/A—474,371-474,371-100%$233.0M———
Qube Research & Technologies Ltd
N/A—458,012-458,012-100%$225.0M———
First Trust Advisors LP
N/A—447,791-447,791-100%$219.9M———
Mariner, LLC
N/A—446,447-446,447-100%$219.2M———
Vanguard Asset Management, Ltd
N/A—433,953-433,953-100%$213.1M———
Rhumbline Advisers
N/A—428,222-428,222-100%$210.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—422,951-422,951-100%$207.7M———
Eventide Asset Management, LLC
N/A—415,039-415,039-100%$203.5M———
Saturna Capital Corp
N/A—402,085-402,085-100%$183.1M———
Two Sigma Investments, LP
N/A—374,581-374,581-100%$184.0M———
Federated Hermes, Inc.
N/A—371,540-371,540-100%$182.5M———
BNP Paribas Financial Markets
N/A—370,738-370,738-100%$182.1M———
American Century Companies Inc
N/A—355,861-355,861-100%$174.8M———
Caisse de Depot ET Placement DU Quebec
N/A—353,078-353,078-100%$173.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—341,282-341,282-100%$167.6M———
Voloridge Investment Management, LLC
N/A—340,874-340,874-100%$167.4M———
SEI Investments Co
N/A—330,601-330,601-100%$162.4M———
Canada Pension Plan Investment Board
N/A—330,127-330,127-100%$162.1M———
California State Teachers Retirement System
N/A—329,856-329,856-100%$162.0M———
Neuberger Berman Group LLC
N/A—325,166-325,166-100%$159.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—323,724-323,724-100%$158.7M———
Caisse DES Depots ET Consignations
N/A—309,792-309,792-100%$152.2M———
Omers Administration Corp
N/A—306,874-306,874-100%$150.7M———
Natixis Advisors, LLC
N/A—301,802-301,802-100%$148.2K———
ABN Amro Bank N.V.
N/A—294,162-294,162-100%$144.4M———
Envestnet Asset Management Inc
N/A—289,140-289,140-100%$142.0M———
New York State Common Retirement Fund
N/A—282,026-282,026-100%$138.5M———
Bank of Nova Scotia
N/A—259,342-259,342-100%$127.4M———
Adage Capital Partners GP, L.L.C.
N/A—257,612-257,612-100%$126.5M———
Aviva PLC
N/A—256,440-256,440-100%$126.0M———
Victory Capital Management Inc
N/A—239,982-239,982-100%$117.9M———
Junto Capital Management LP
N/A—231,691-231,691-100%$113.8M———
ING Groep NV
N/A—224,264-224,264-100%$110.1M———
National Bank of Canada
N/A—212,547-212,547-100%$104.4M———
Manufacturers Life Insurance Company, the
N/A—212,248-212,248-100%$104.2M———
Marshall Wace, LLP
N/A—207,380-207,380-100%$101.9M———
Aristotle Capital Management, LLC
N/A—206,555-206,555-100%$101.5M———
Impax Asset Management Group plc
N/A—202,048-202,048-100%$99.2M———
Credit Agricole S A
N/A—201,563-201,563-100%$99.0M———
NZS Capital, LLC
N/A—199,063-199,063-100%$97.8M———
Arrowstreet Capital, Limited Partnership
N/A—196,490-196,490-100%$96.5M———
Jones Financial Companies Lllp
N/A—194,930-194,930-100%$93.2M———
State Board of Administration of Florida Retirement System
N/A—186,649-186,649-100%$91.7M———
Advisors Capital Management, LLC
N/A—182,833-182,833-100%$89.8M———
Allianz Asset Management GmbH
N/A—180,390-180,390-100%$88.6M———
APG Asset Management N.V.
N/A—178,884-178,884-100%$76.8M———
Worldquant Millennium Advisors LLC
N/A—175,298-175,298-100%$86.1M———
FIL Ltd
N/A—161,411-161,411-100%$79.3M———
Commerce Bank
N/A—150,857-150,857-100%$74.1M———
Korea Investment Corp
N/A—149,087-149,087-100%$73.2M———
Employees Retirement System of Texas
N/A—148,289-148,289-100%$72.8K———
Public Sector Pension Investment Board
N/A—141,538-141,538-100%$69.5M———
Nomura Asset Management Co LTD
N/A—140,728-140,728-100%$69.1M———
Panagora Asset Management Inc
N/A—139,033-139,033-100%$68.3M———
LOS Angeles Capital Management LLC
N/A—134,470-134,470-100%$66.0M———
HighTower Advisors, LLC
N/A—133,411-133,411-100%$65.5M———
Fosse Capital Partners LLP
N/A—131,737-131,737-100%$64.7M———
TCW Group Inc
N/A—131,559-131,559-100%$64.6M———
Susquehanna Fundamental Investments, LLC
N/A—130,763-130,763-100%$64.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—130,720-130,720-100%$64.2M———
Bristol Gate Capital Partners Inc.
N/A—129,674-129,674-100%$63.7M———
Storebrand Asset Management AS
N/A—128,216-128,216-100%$63.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—127,938-127,938-100%$62.8M———
Teacher Retirement System of Texas
N/A—124,700-124,700-100%$61.2M———
Quantinno Capital Management LP
N/A—121,677-121,677-100%$59.8M———
State of Wisconsin Investment Board
N/A—118,122-118,122-100%$58.0M———
Royal London Asset Management LTD
N/A—114,840-114,840-100%$56.4M———
Vanguard Investments Australia, Ltd.
N/A—112,867-112,867-100%$55.4M———
KLP Kapitalforvaltning AS
N/A—109,243-109,243-100%$53.7M———
Voya Investment Management LLC
N/A—107,615-107,615-100%$52.9M———
Chevy Chase Trust Holdings, LLC
N/A—106,777-106,777-100%$52.4M———
Brown Advisory Inc
N/A—104,464-104,464-100%$51.3M———
Aristotle Atlantic Partners, LLC
N/A—104,149-104,149-100%$51.2M———
Railway Pension Investments Ltd
N/A—104,000-104,000-100%$51.1M———
Treasurer of the State of North Carolina
N/A—101,315-101,315-100%$49.8K———
Tudor Investment Corp ET AL
N/A—100,044-100,044-100%$49.1M———
Schonfeld Strategic Advisors LLC
N/A—96,200-96,200-100%$47.2M———
Steward Partners Investment Advisory, LLC
N/A—94,337-94,337-100%$46.3M———
Janney Montgomery Scott LLC
N/A—93,577-93,577-100%$46.0K———
Glenmede Trust Co NA
N/A—93,351-93,351-100%$45.9M———
M&T Bank Corp
N/A—92,694-92,694-100%$45.5M———
Cerity Partners LLC
N/A—90,239-90,239-100%$44.3M———
State of Tennessee, Department of Treasury
N/A—89,646-89,646-100%$44.0M———
Stifel Financial Corp
N/A—87,521-87,521-100%$43.0M———
Ensign Peak Advisors, Inc
N/A—87,220-87,220-100%$42.8M———
CIBC Bancorp USA Inc.
N/A—86,678-86,678-100%$42.5M———
Public Employees Retirement System of Ohio
N/A—86,254-86,254-100%$42.4M———
Trexquant Investment LP
N/A—84,927-84,927-100%$41.7M———
Peapack Gladstone Financial Corp
N/A—81,982-81,982-100%$40.3K———
Tredje Ap-fonden
N/A—81,557-81,557-100%$40.1M———
Employees Provident Fund Board
N/A—80,565-80,565-100%$39.6M———
Van Eck Associates Corp
N/A—79,963-79,963-100%$39.3M———
D. E. Shaw & Co., Inc.
N/A—79,801-79,801-100%$39.2M———
Sandhill Capital Partners LLC
N/A—78,544-78,544-100%$38.6M———
Gabelli Funds LLC
N/A—77,816-77,816-100%$38.2M———
Rathbones Group PLC
N/A—77,316-77,316-100%$38.0M———
Mercer Global Advisors Inc
N/A—76,839-76,839-100%$37.7M———
Millennium Management LLC
N/A—76,308-76,308-100%$37.5M———
Ghisallo Capital Management LLC
N/A—75,000-75,000-100%$36.8M———
Cetera Investment Advisers
N/A—74,971-74,971-100%$36.8M———
Fullerton Fund Management Co Ltd.
N/A—74,035-74,035-100%$36.4M———
Macquarie Group LTD
N/A—73,966-73,966-100%$36.3M———
DnB Asset Management AS
N/A—72,141-72,141-100%$35.4M———
Insigneo Advisory Services, LLC
N/A—71,256-71,256-100%$35.0M———
Longaeva Partners L.P.
N/A—68,940-68,940-100%$33.9M———
Woodline Partners LP
N/A—68,883-68,883-100%$33.8M———
Renaissance Group LLC
N/A—68,652-68,652-100%$33.7M———
Bridges Investment Management Inc
N/A—63,774-63,774-100%$31.3M———
Douglass Winthrop Advisors, LLC
N/A—59,555-59,555-100%$29.3M———
MetLife Investment Management, LLC
N/A—59,250-59,250-100%$29.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—56,806-56,806-100%$27.9M———
Northwest & Ethical Investments L.P.
N/A—56,128-56,128-100%$27.6M———
Banque Transatlantique SA
N/A—53,848-53,848-100%$26.2M———
Osaic Holdings, Inc.
N/A—52,360-52,360-100%$25.7M———
Resona Asset Management Co.,Ltd.
N/A—52,059-52,059-100%$25.6M———
Flputnam Investment Management Co
N/A—51,595-51,595-100%$25.3M———
Mediolanum International Funds Ltd
N/A—47,833-47,833-100%$23.0M———
Varma Mutual Pension Insurance Co
N/A—47,510-47,510-100%$23.3M———
HRT Financial LP
N/A—47,008-47,008-100%$23.1K———
Shelton Capital Management
N/A—46,954-46,954-100%$23.1M———
Investment Management Corp of Ontario
N/A—44,683-44,683-100%$21.9M———
NewEdge Advisors, LLC
N/A—44,647-44,647-100%$21.9M———
Pacer Advisors, Inc.
N/A—43,530-43,530-100%$21.4K———
Jacobs Levy Equity Management, Inc
N/A—43,486-43,486-100%$21.4M———
USS Investment Management Ltd
N/A—43,214-43,214-100%$21.2M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—42,871-42,871-100%$21.1M———
O'shaughnessy Asset Management, LLC
N/A—42,204-42,204-100%$20.7M———
Vanguard Personalized Indexing Management, LLC
N/A—41,614-41,614-100%$20.4M———
LRI Investments, LLC
N/A—40,178-40,178-100%$71.5K———
Pathstone Holdings, LLC
N/A—39,458-39,458-100%$19.4M———
Renaissance Technologies LLC
N/A—39,188-39,188-100%$19.2M———
&partners
N/A—38,393-38,393-100%$18.9M———
Dnca Finance
N/A—38,250-38,250-100%$18.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—36,920-36,920-100%$18.1K———
Bragg Financial Advisors, Inc
N/A—36,881-36,881-100%$18.1M———
Sienna Gestion
N/A—36,319-36,319-100%$17.6M———
IEQ Capital, LLC
N/A—35,537-35,537-100%$17.5M———
Prudential Financial Inc
N/A—35,535-35,535-100%$17.5M———
Vident Advisory, LLC
N/A—34,858-34,858-100%$17.1M———
Captrust Financial Advisors
N/A—34,759-34,759-100%$17.1M———
Utah Retirement Systems
N/A—33,543-33,543-100%$16.5M———
British Columbia Investment Management Corp
N/A—33,180-33,180-100%$16.3M———
QRG Capital Management, Inc.
N/A—33,070-33,070-100%$16.2M———
World Investment Advisors
N/A—32,754-32,754-100%$13.7M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—32,735-32,735-100%$16.1M———
Susquehanna International Group, LLP
N/A—32,510-32,510-100%$16.0M———
Tidal Investments LLC
N/A—32,105-32,105-100%$15.8M———
Sone Capital Management, LLC
N/A—31,982-31,982-100%$15.7M———
11 Capital Partners LP
N/A—30,553-30,553-100%$15.0M———
Gotham Asset Management, LLC
N/A—30,542-30,542-100%$15.0M———
Sanctuary Advisors, LLC
N/A—29,370-29,370-100%$14.4M———
Elo Mutual Pension Insurance Co
N/A—28,854-28,854-100%$14.2M———
Edmond de Rothschild Holding S.A.
N/A—28,834-28,834-100%$14.2M———
Focus Partners Wealth
N/A—27,426-27,426-100%$13.5M———
MML Investors Services, LLC
N/A—26,756-26,756-100%$13.1M———
Rockefeller Capital Management L.P.
N/A—25,896-25,896-100%$12.7M———
Empowered Funds, LLC
N/A—25,689-25,689-100%$12.6M———
Foresight Group Ltd Liability Partnership
N/A—25,643-25,643-100%$12.6M———
Vinva Investment Management Ltd
N/A—25,276-25,276-100%$12.1M———
CIBC World Market Inc.
N/A—25,024-25,024-100%$12.3M———
Entropy Technologies, LP
N/A—24,561-24,561-100%$12.1M———
Colonial Trust Advisors
N/A—23,914-23,914-100%$11.7M———
Prudential PLC
N/A—23,442-23,442-100%$11.5M———
Blair William & Co
N/A—22,986-22,986-100%$11.3M———
Greenwich Wealth Management LLC
N/A—22,628-22,628-100%$11.1K———
Martin & Co Inc
N/A—21,398-21,398-100%$10.5M———
Rafferty Asset Management, LLC
N/A—21,379-21,379-100%$10.5M———
Allstate Corp
N/A—20,873-20,873-100%$10.3M———
Guggenheim Capital LLC
N/A—20,565-20,565-100%$10.1M———
Daiichi Life Insurance Co., Ltd.
N/A—20,546-20,546-100%$10.1M———
Palmer Knight Co
N/A—20,446-20,446-100%$10.0M———
Van Hulzen Asset Management, LLC
N/A—20,361-20,361-100%$10.0M———
Voleon Capital Management LP
N/A—19,948-19,948-100%$9.8M———
Brentview Investment Management LLC
N/A—19,704-19,704-100%$9.7M———
Nomura Holdings Inc
N/A—19,572-19,572-100%$9.6M———
Marietta Investment Partners LLC
N/A—19,266-19,266-100%$9.5M———
Walleye Capital LLC
N/A—19,205-19,205-100%$9.4M———
Federation des caisses Desjardins du Quebec
N/A—19,192-19,192-100%$9.4M———
Atlantic Union Bankshares Corp
N/A—19,060-19,060-100%$9.4M———
Jump Financial, LLC
N/A—18,842-18,842-100%$9.3M———
BLI - Banque de Luxembourg Investments
N/A—18,600-18,600-100%$9.0M———
RiverFront Investment Group, LLC
N/A—17,748-17,748-100%$8.7M———
Teachers Retirement System of the State of Kentucky
N/A—17,619-17,619-100%$8.7K———
NatWest Group plc
N/A—17,523-17,523-100%$8.6M———
ExodusPoint Capital Management, LP
N/A—17,190-17,190-100%$8.4M———
Cary Street Partners Financial LLC
N/A—16,834-16,834-100%$8.3M———
Mirova
N/A—16,508-16,508-100%$8.1M———
Capital International Sarl
N/A—16,408-16,408-100%$8.1M———
Northwestern Mutual Wealth Management Co
N/A—16,383-16,383-100%$8.0M———
Saranac Partners Ltd
N/A—16,138-16,138-100%$7.9M———
Gamco Investors, Inc. ET AL
N/A—15,991-15,991-100%$7.9M———
Westfield Capital Management Co LP
N/A—15,820-15,820-100%$7.8M———
Saudi Central Bank
N/A—15,493-15,493-100%$7.6M———
MAI Capital Management
N/A—15,469-15,469-100%$7.6M———
Andra Ap-fonden
N/A—15,180-15,180-100%$7.5M———
Forum Finance Group S.A.
N/A—15,000-15,000-100%$6.0K———
Capstone Investment Advisors, LLC
N/A—14,994-14,994-100%$7.4M———
VAN Lanschot Kempen Investment Management N.V.
N/A—14,901-14,901-100%$7.3M———
Integrated Wealth Concepts LLC
N/A—14,710-14,710-100%$7.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—14,703-14,703-100%$7.2M———
Orion Porfolio Solutions, LLC
N/A—14,314-14,314-100%$7.0M———
Kentucky Retirement Systems
N/A—14,074-14,074-100%$6.9M———
Banque Cantonale Vaudoise
N/A—14,008-14,008-100%$6.9K———
Arax Advisory Partners
N/A—13,698-13,698-100%$6.7M———
Norinchukin Bank, The
N/A—13,067-13,067-100%$6.4M———
Aventail Capital Group, LP
N/A—12,818-12,818-100%$6.3M———
Pinnacle Financial Partners, Inc.
N/A—12,716-12,716-100%$6.2M———
Benjamin Edwards Inc
N/A—12,551-12,551-100%$6.2M———
Capital International, Inc.
N/A—12,330-12,330-100%$6.1M———
Lighthouse Investment Partners, LLC
N/A—12,267-12,267-100%$6.0M———
Colonial Trust Co / SC
N/A—12,046-12,046-100%$5.9M———
AMJ Financial Wealth Management
N/A—11,995-11,995-100%$5.0M———
SOA Wealth Advisors, Llc.
N/A—11,972-11,972-100%$128.6K———
Resources Management Corp
N/A—11,753-11,753-100%$5.8M———
Curi Capital, LLC
N/A—11,474-11,474-100%$5.6M———
Meeder Asset Management Inc
N/A—11,378-11,378-100%$5.6M———
Baird Financial Group, Inc.
N/A—11,368-11,368-100%$5.6M———
Horizon Investments, LLC
N/A—11,293-11,293-100%$5.5M———
WealthShield Partners, LLC
N/A—10,983-10,983-100%$5.4M———
Aptus Capital Advisors, LLC
N/A—10,891-10,891-100%$5.3M———
Bank OZK
N/A—10,844-10,844-100%$5.3M———
Capital Fund Management S.A.
N/A—10,454-10,454-100%$5.1M———
Siemens Fonds Invest GmbH
N/A—10,436-10,436-100%$5.1M———
HM Payson & Co
N/A—10,368-10,368-100%$5.1M———
Boston Family Office LLC
N/A—10,197-10,197-100%$5.0K———
Fiduciary Trust Co
N/A—10,151-10,151-100%$5.0M———
SMA Capital LLC
N/A—10,000-10,000-100%$4.9M———
Buffalo Business & Estate Services LTD
N/A—9,876-9,876-100%$4.9M———
Fuller & Thaler Asset Management, Inc.
N/A—9,774-9,774-100%$4.8M———
SCS Capital Management LLC
N/A—9,671-9,671-100%$4.8M———
Vestcor Inc
N/A—9,610-9,610-100%$4.7K———
Summit Financial, LLC
N/A—9,602-9,602-100%$4.7M———
Meeder Advisory Services, Inc.
N/A—9,553-9,553-100%$4.7M———
Sequoia Financial Advisors, LLC
N/A—9,530-9,530-100%$4.7M———
Lombard Odier Asset Management (Switzerland) SA
N/A—9,504-9,504-100%$4.7M———
BW Gestao de Investimentos Ltda.
N/A—9,337-9,337-100%$4.6M———
Capital International LTD
N/A—8,963-8,963-100%$4.4M———
Metis Global Partners, LLC
N/A—8,887-8,887-100%$4.4M———
United Capital Financial Advisors, LLC
N/A—8,805-8,805-100%$4.3M———
Private Advisor Group, LLC
N/A—8,791-8,791-100%$4.3M———
Bradley Foster & Sargent Inc
N/A—8,756-8,756-100%$4.3M———
Beacon Pointe Advisors, LLC
N/A—8,737-8,737-100%$4.3M———
Meridian Wealth Advisors, LLC
N/A—8,690-8,690-100%$4.3M———
Knollwood Investment Advisory, LLC
N/A—8,690-8,690-100%$4.3M———
Mufg Securities Emea plc
N/A—8,652-8,652-100%$4.2M———
CSM Advisors, LLC
N/A—8,355-8,355-100%$4.1K———
Groupama Asset Managment
N/A—8,188-8,188-100%$4.0M———
Summit Trail Advisors, LLC
N/A—8,010-8,010-100%$3.9M———
Independent Advisor Alliance
N/A—7,957-7,957-100%$3.9M———
Foundations Investment Advisors, LLC
N/A—7,922-7,922-100%$3.9M———
Sumitomo Life Insurance Co
N/A—7,909-7,909-100%$3.9M———
Alpine Woods Capital Investors, LLC
N/A—7,845-7,845-100%$3.9M———
Waverly Advisors, LLC
N/A—7,807-7,807-100%$3.8M———
Groupe la Francaise
N/A—7,800-7,800-100%$3.7M———
Aigen Investment Management, LP
N/A—7,669-7,669-100%$3.8M———
Brown Brothers Harriman & Co
N/A—7,498-7,498-100%$3.7M———
Scotia Capital Inc.
N/A—7,468-7,468-100%$3.7M———
Ostrum Asset Management
N/A—7,274-7,274-100%$3.6M———
Camarda Financial Advisors, LLC
N/A—7,011-7,011-100%$3.4M———
Trivium Point Advisory, LLC
N/A—7,000-7,000-100%$3.4M———
Ballentine Partners, LLC
N/A—6,968-6,968-100%$3.4M———
Caprock Group, LLC
N/A—6,911-6,911-100%$3.4M———
Texas Yale Capital Corp.
N/A—6,870-6,870-100%$3.4M———
Osmosis Investment Management UK Ltd
N/A—6,672-6,672-100%$3.3M———
Mufg Securities Americas Inc.
N/A—6,658-6,658-100%$3.3M———
Tulsa Wealth Advisors, Inc
N/A—6,626-6,626-100%$3.3M———
Envestnet Portfolio Solutions, Inc.
N/A—6,545-6,545-100%$3.2M———
Financial Engines Advisors L.L.C.
N/A—6,476-6,476-100%$3.2M———
Cambria Investment Management, L.P.
N/A—6,344-6,344-100%$3.1M———
Bridgeway Capital Management, LLC
N/A—6,280-6,280-100%$3.1M———
Front Row Advisors LLC
N/A—6,176-6,176-100%$3.0M———
Bridgefront Capital, LLC
N/A—6,110-6,110-100%$3.0M———
Principal Securities, Inc.
N/A—6,062-6,062-100%$3.0M———
Global Retirement Partners, LLC
N/A—6,044-6,044-100%$3.0M———
OneDigital Investment Advisors LLC
N/A—5,994-5,994-100%$2.9M———
Avalon Trust Co
N/A—5,974-5,974-100%$2.9M———
Huntington National Bank
N/A—5,932-5,932-100%$2.9M———
SageView Advisory Group, LLC
N/A—5,931-5,931-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—5,915-5,915-100%$2.9M———
Roundview Capital LLC
N/A—5,844-5,844-100%$2.9M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—5,840-5,840-100%$2.9M———
Callan Family Office, LLC
N/A—5,786-5,786-100%$2.8M———
Engineers Gate Manager LP
N/A—5,711-5,711-100%$2.8M———
Composition Wealth, LLC
N/A—5,706-5,706-100%$2.8M———
CI Investments Inc.
N/A—5,637-5,637-100%$2.8M———
Cresset Asset Management, LLC
N/A—5,591-5,591-100%$2.7M———
Auxier Asset Management LLC
N/A—5,487-5,487-100%$2.7M———
Concentric Capital Strategies, LP
N/A—5,345-5,345-100%$2.6M———
Arkadios Wealth Advisors
N/A—5,285-5,285-100%$2.6M———
Wahed Invest LLC
N/A—5,257-5,257-100%$2.6M———
Sandro Wealth Management LLC
N/A—5,179-5,179-100%$2.5M———
Liontrust Investment Partners LLP
N/A—5,077-5,077-100%$2.5M———
Equitable Holdings, Inc.
N/A—5,011-5,011-100%$2.5M———
Systematic Financial Management LP
N/A—5,000-5,000-100%$2.5M———
Bridgewater Associates, LP
N/A—4,989-4,989-100%$2.5M———
Baader Bank Aktiengesellschaft
N/A—4,981-4,981-100%$2.4M———
Tower Bridge Advisors
N/A—4,883-4,883-100%$2.4M———
SIT Investment Associates Inc
N/A—4,785-4,785-100%$2.4K———
Westerkirk Capital Inc.
N/A—4,695-4,695-100%$2.3M———
Harvest Fund Management Co., Ltd
N/A—4,624-4,624-100%$2.3K———
Kingsview Wealth Management, LLC
N/A—4,550-4,550-100%$2.2M———
Graham Capital Management, L.P.
N/A—4,450-4,450-100%$2.2M———
EP Wealth Advisors, LLC
N/A—4,348-4,348-100%$2.1M———
Logan Capital Management Inc
N/A—4,293-4,293-100%$2.1M———
NewEdge Wealth, LLC
N/A—4,272-4,272-100%$2.1M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—4,241-4,241-100%$2.1M———
Vestmark Advisory Solutions, Inc.
N/A—4,199-4,199-100%$2.1M———
Brookfield Corp
N/A—4,190-4,190-100%$2.1M———
Buckley Wealth Management, LLC
N/A—4,106-4,106-100%$2.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,059-4,059-100%$2.0M———
Advisory Services Network, LLC
N/A—4,004-4,004-100%$2.0M———
Gardner Lewis Asset Management L P
N/A—3,950-3,950-100%$1.9M———
Tocqueville Asset Management L.P.
N/A—3,942-3,942-100%$1.9M———
Campbell & Co Investment Adviser LLC
N/A—3,912-3,912-100%$1.9M———
LGT Group Foundation
N/A—3,910-3,910-100%$1.9M———
EFG International AG
N/A—3,909-3,909-100%$1.9M———
Focus Partners Advisor Solutions, LLC
N/A—3,882-3,882-100%$1.9M———
Havemeyer Place LP
N/A—3,821-3,821-100%$1.9M———
Broderick Brian C
N/A—3,800-3,800-100%$1.9M———
AustralianSuper Pty Ltd
N/A—3,765-3,765-100%$1.8M———
Virtus Investment Advisers, LLC
N/A—3,709-3,709-100%$1.8M———
Clark Capital Management Group, Inc.
N/A—3,639-3,639-100%$1.8M———
Vision Retirement, LLC
N/A—3,626-3,626-100%$1.8M———
Silvercrest Asset Management Group LLC
N/A—3,555-3,555-100%$1.7M———
Syon Capital LLC
N/A—3,537-3,537-100%$1.7M———
Qtron Investments LLC
N/A—3,523-3,523-100%$1.7M———
Harbor Advisors LLC
N/A—3,500-3,500-100%$1.7M———
Modern Wealth Management, LLC
N/A—3,489-3,489-100%$1.7M———
Harbour Wealth Management Group, Inc.
N/A—3,483-3,483-100%$1.7M———
Moneta Group Investment Advisors LLC
N/A—3,431-3,431-100%$1.7M———
Essex Financial Services, Inc.
N/A—3,423-3,423-100%$1.7M———
Advisors Asset Management, Inc.
N/A—3,305-3,305-100%$1.6M———
Twin Capital Management Inc
N/A—3,255-3,255-100%$1.6M———
Seeds Investor LLC
N/A—3,233-3,233-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—3,230-3,230-100%$1.6M———
SageGuard Financial Group, LLC
N/A—3,225-3,225-100%$1.6M———
Holderness Investments Co
N/A—3,211-3,211-100%$1.6M———
PDT Partners, LLC
N/A—3,200-3,200-100%$1.6M———
Bluespring Wealth Management, LLC
N/A—3,142-3,142-100%$1.5M———
Wealthspire Advisors, LLC
N/A—3,091-3,091-100%$1.5M———
ST Germain D J Co Inc
N/A—3,048-3,048-100%$1.5M———
XTX Topco Ltd
N/A—3,019-3,019-100%$1.5M———
Jennison Associates LLC
N/A—3,016-3,016-100%$1.5M———
Triton Financial Group Inc
N/A—3,002-3,002-100%$1.5M———
LMR Partners LLP
N/A—2,980-2,980-100%$1.5M———
CreativeOne Wealth, LLC
N/A—2,949-2,949-100%$1.4M———
Zacks Investment Management
N/A—2,887-2,887-100%$1.4M———
Ramirez Asset Management, Inc.
N/A—2,866-2,866-100%$1.4M———
Dorsey & Whitney Trust Co LLC
N/A—2,827-2,827-100%$1.4M———
AE Wealth Management LLC
N/A—2,765-2,765-100%$1.4M———
Aspire Growth Partners LLC
N/A—2,722-2,722-100%$1.3M———
Group One Trading LLC
N/A—2,721-2,721-100%$1.3M———
IQ EQ Fund Management (Ireland) Ltd
N/A—2,716-2,716-100%$1.3M———
FWG Holdings, LLC
N/A—2,711-2,711-100%$1.3M———
Smartleaf Asset Management LLC
N/A—2,675-2,675-100%$1.3M———
Baldwin Investment Management, LLC
N/A—2,670-2,670-100%$1.3M———
Frec Markets, Inc.
N/A—2,618-2,618-100%$1.3M———
GSA Capital Partners LLP
N/A—2,601-2,601-100%$1.3K———
iSAM Funds (UK) Ltd
N/A—2,480-2,480-100%$1.2M———
Savvy Advisors, Inc.
N/A—2,443-2,443-100%$1.2M———
Brevan Howard Capital Management LP
N/A—2,430-2,430-100%$1.2M———
Sfmg, LLC
N/A—2,428-2,428-100%$1.2M———
Widmann Financial Services, Inc.
N/A—2,361-2,361-100%$1.2M———
Prosperity Consulting Group, LLC
N/A—2,330-2,330-100%$1.1M———
Verition Fund Management LLC
N/A—2,308-2,308-100%$1.1M———
Old North State Trust, LLC
N/A—2,289-2,289-100%$1.1K———
Goldstone Financial Group, LLC
N/A—2,263-2,263-100%$1.1M———
Ameritas Investment Partners, Inc.
N/A—2,230-2,230-100%$1.1M———
Spinnaker Trust
N/A—2,211-2,211-100%$1.1M———
Notis-McConarty Edward
N/A—2,200-2,200-100%$1.1M———
Corient IA LP
N/A—2,190-2,190-100%$1.1M———
Stephens Inc
N/A—2,166-2,166-100%$1.1M———
Coastal Bridge Advisors, LLC
N/A—2,143-2,143-100%$1.1M———
Fi3 Financial Advisors, LLC
N/A—2,118-2,118-100%$207.2K———
Wealth Alliance, LLC
N/A—2,117-2,117-100%$1.0M———
Baron Silver Stevens Financial Advisors, LLC
N/A—2,079-2,079-100%$1.0M———
L & S Advisors Inc
N/A—2,077-2,077-100%$1.0M———
Spirepoint Private Client, LLC
N/A—2,051-2,051-100%$1.0M———
Checchi Capital Advisers, LLC
N/A—2,050-2,050-100%$1.0M———
Advisory Alpha, LLC
N/A—2,022-2,022-100%$993.6K———
Magnolia Capital Advisors LLC
N/A—2,012-2,012-100%$988.2K———
Nicolet Bankshares Inc
N/A—2,008-2,008-100%$986.2K———
Pure Financial Advisors, LLC
N/A—1,997-1,997-100%$980.9K———
Waterloo Capital, L.P.
N/A—1,994-1,994-100%$979.5K———
Centaurus Financial, Inc.
N/A—1,993-1,993-100%$979———
Blue Chip Partners, LLC
N/A—1,988-1,988-100%$976.3K———
Storgate, LLC
N/A—1,933-1,933-100%$949.4K———
Continuum Advisory, LLC
N/A—1,932-1,932-100%$948.9K———
Alamea Verwaltungs GmbH
N/A—1,930-1,930-100%$947.9K———
Stevens Capital Management LP
N/A—1,916-1,916-100%$941———
Conscious Wealth Investments, LLC
N/A—1,908-1,908-100%$896.6K———
Patron Partners, LLC
N/A—1,902-1,902-100%$934.2K———
Fiduciary Group, LLC
N/A—1,898-1,898-100%$932.2K———
Snowden Capital Advisors LLC
N/A—1,895-1,895-100%$930.5K———
Boothbay Fund Management, LLC
N/A—1,890-1,890-100%$928.3K———
IHT Wealth Management, LLC
N/A—1,890-1,890-100%$928.4K———
Capital Group Investment Management Pte. Ltd.
N/A—1,885-1,885-100%$925.8K———
S&CO Inc
N/A—1,880-1,880-100%$923———
New Age Alpha Advisors, LLC
N/A—1,872-1,872-100%$919.5K———
Partners Capital Investment Group, LLP
N/A—1,870-1,870-100%$918.5K———
MWA Asset Management
N/A—1,852-1,852-100%$909.7K———
Keel Point, LLC
N/A—1,815-1,815-100%$891.5K———
Sovereign Financial Group, Inc.
N/A—1,814-1,814-100%$891.0K———
Inspire Advisors, LLC
N/A—1,807-1,807-100%$886.5K———
Tiaa Wealth Investment Management LLC
N/A—1,792-1,792-100%$880.0K———
OneAscent Investment Solutions LLC
N/A—1,789-1,789-100%$878.7K———
Ameritas Advisory Services, LLC
N/A—1,788-1,788-100%$878.0K———
Pallas Capital Advisors LLC
N/A—1,786-1,786-100%$877.2K———
LeClair Wealth Partners LLC
N/A—1,779-1,779-100%$874.0K———
Clarendon Private LLC
N/A—1,766-1,766-100%$867.4K———
Alesco Advisors, LLC, An ESL Co
N/A—1,750-1,750-100%$859.5K———
Mosaic Family Wealth Partners, LLC
N/A—1,727-1,727-100%$848.2K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,726-1,726-100%$847.7K———
Lafayette Investments, Inc.
N/A—1,722-1,722-100%$845.8K———
Polymer Capital Management (US) LLC
N/A—1,720-1,720-100%$844.8K———
PCM Encore, LLC
N/A—1,689-1,689-100%$829.8K———
Icon Wealth Advisors, LLC
N/A—1,665-1,665-100%$817.8K———
Becker Capital Management Inc
N/A—1,652-1,652-100%$811.4K———
Transcend Capital Advisors, LLC
N/A—1,639-1,639-100%$804.8K———
GeoWealth Management, LLC
N/A—1,629-1,629-100%$800.1K———
Simmons Bank
N/A—1,616-1,616-100%$793.7K———
Capitolis Liquid Global Markets LLC
N/A—1,600-1,600-100%$785.9K———
Dakota Wealth Management
N/A—1,587-1,587-100%$779.7K———
First Financial Bankshares Inc
N/A—1,586-1,586-100%$779.0K———
Empower Advisory Group, LLC
N/A—1,580-1,580-100%$776.0K———
IAM Advisory, LLC
N/A—1,578-1,578-100%$775.2K———
Northstar Group, Inc.
N/A—1,547-1,547-100%$759.7K———
Samara Investment Management, LLC
N/A—1,531-1,531-100%$752.0K———
McNamara Financial Services, Inc.
N/A—1,520-1,520-100%$746.6K———
Ironwood Investment Counsel, LLC
N/A—1,519-1,519-100%$746.3K———
Cercano Management LLC
N/A—1,517-1,517-100%$745.1K———
First Manhattan Co. Llc.
N/A—1,501-1,501-100%$737.2K———
Hartree Partners, LP
N/A—1,500-1,500-100%$736.7K———
Kiley Juergens Wealth Management, LLC
N/A—1,498-1,498-100%$735.8K———
Quotient Wealth Partners, LLC
N/A—1,472-1,472-100%$723.2K———
Rehmann Capital Advisory Group
N/A—1,445-1,445-100%$707.3K———
Palisades Hudson Asset Management, L.P.
N/A—1,427-1,427-100%$701———
Stonebrook Private Inc.
N/A—1,403-1,403-100%$689.2K———
Choate Investment Advisors
N/A—1,399-1,399-100%$687.1K———
Trustmark Bank Trust Department
N/A—1,369-1,369-100%$672.4K———
Mayflower Financial Advisors, LLC
N/A—1,359-1,359-100%$667.5K———
Evolve Private Wealth, LLC
N/A—1,321-1,321-100%$647.9K———
Phillips Wealth Planners LLC
N/A—1,318-1,318-100%$627.0K———
Evercore Wealth Management, LLC
N/A—1,316-1,316-100%$646.4K———
PFG Investments, LLC
N/A—1,312-1,312-100%$644.2K———
AXQ Capital, LP
N/A—1,311-1,311-100%$643.9K———
Penserra Capital Management LLC
N/A—1,298-1,298-100%$636———
Somerville Kurt F
N/A—1,293-1,293-100%$635.1K———
Sompo Asset Management Co., Ltd.
N/A—1,290-1,290-100%$633.6K———
Howe & Rusling Inc
N/A—1,287-1,287-100%$632.0K———
L2 Asset Management, LLC
N/A—1,264-1,264-100%$620.8K———
Pettyjohn, Wood & White, Inc
N/A—1,247-1,247-100%$612.5K———
Rothschild Investment LLC
N/A—1,246-1,246-100%$612.0K———
Integrated Investment Consultants, LLC
N/A—1,245-1,245-100%$611.5K———
Mutual Advisors, LLC
N/A—1,245-1,245-100%$611.4K———
Meiji Yasuda Asset Management Co Ltd.
N/A—1,244-1,244-100%$611.0K———
Basecamp Wealth Advisors LLC
N/A—1,228-1,228-100%$603.1K———
Fukoku Mutual Life Insurance Co
N/A—1,223-1,223-100%$600.7K———
Cary Street Partners Investment Advisory LLC
N/A—1,217-1,217-100%$597.7K———
Haverford Trust Co
N/A—1,210-1,210-100%$594.3K———
Aureus Asset Management, LLC
N/A—1,191-1,191-100%$585.0K———
OneAscent Family Office, LLC
N/A—1,190-1,190-100%$584.5K———
Barnett & Company, Inc.
N/A—1,180-1,180-100%$579.6K———
E Fund Management Co., Ltd.
N/A—1,180-1,180-100%$579.6K———
Bayesian Capital Management, LP
N/A—1,179-1,179-100%$579.1K———
OneAscent Wealth Management LLC
N/A—1,179-1,179-100%$578.8K———
Berry Wealth Group, LP
N/A—1,177-1,177-100%$578.1K———
Fayez Sarofim & Co
N/A—1,171-1,171-100%$575.1K———
MorganRosel Wealth Management, LLC
N/A—1,165-1,165-100%$572.2K———
Birchcreek Wealth Management, LLC
N/A—1,165-1,165-100%$572.2K———
Commerzbank Aktiengesellschaft
N/A—1,164-1,164-100%$572———
MidFirst Bank
N/A—1,153-1,153-100%$566.3K———
Fidelis Capital Partners, LLC
N/A—1,143-1,143-100%$561.4K———
Bartlett & Co. Wealth Management LLC
N/A—1,114-1,114-100%$547.2K———
Westwood Holdings Group Inc
N/A—1,101-1,101-100%$540.8K———
German American Bancorp, Inc.
N/A—1,100-1,100-100%$540.3K———
Raelipskie Partnership
N/A—1,095-1,095-100%$537.8K———
Carr Financial Group Corp
N/A—1,083-1,083-100%$531.9K———
OneAscent Financial Services LLC
N/A—1,080-1,080-100%$530.6K———
Muirfield Wealth Advisors LLC
N/A—1,056-1,056-100%$518.8K———
Fielder Capital Group LLC
N/A—1,052-1,052-100%$516.8K———
Headinvest, LLC
N/A—1,050-1,050-100%$515.7K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,042-1,042-100%$512.3K———
Credit Industriel ET Commercial
N/A—1,036-1,036-100%$508.8K———
Everpar Advisors LLC
N/A—1,022-1,022-100%$502.0K———
Mairs & Power Inc
N/A—1,004-1,004-100%$493.1K———
RBF Capital, LLC
N/A—1,000-1,000-100%$491.2K———
Lbmc Investment Advisors, LLC
N/A—1,000-1,000-100%$491.2K———
Advyzon Investment Management, LLC
N/A—998-998-100%$490.0K———
Waddell & Associates, LLC
N/A—991-991-100%$486.7K———
Catalyst Funds Management Pty Ltd
N/A—960-960-100%$471.5K———
Crux Wealth Advisors
N/A—955-955-100%$468.9K———
Main Street Research LLC
N/A—948-948-100%$465.6K———
CVA Family Office, LLC
N/A—947-947-100%$465.1K———
Private Capital Management, LLC
N/A—913-913-100%$448.4K———
EWA, LLC
N/A—912-912-100%$447.9K———
Shufro Rose & Co LLC
N/A—900-900-100%$442.0K———
SBI Okasan Asset Management Co.Ltd.
N/A—900-900-100%$432.3K———
Chilton Investment Co Inc.
N/A—898-898-100%$441.1K———
Pitcairn Wealth Advisors LLC
N/A—895-895-100%$439.6K———
George Kaiser Family Foundation
N/A—873-873-100%$428.8K———
Defiance ETFs, LLC
N/A—872-872-100%$422.6K———
Sun Financial Inc
N/A—871-871-100%$415.5K———
Cofg Advisors, LLC
N/A—871-871-100%$427.9K———
Johnson Investment Counsel Inc
N/A—868-868-100%$426.3K———
Liberty Wealth Management LLC
N/A—866-866-100%$360.9K———
Guardian Wealth Advisors, LLC / NC
N/A—857-857-100%$420.9K———
FourThought Financial Partners, LLC
N/A—851-851-100%$418.0K———
Vanguard National Trust Co
N/A—846-846-100%$415.5K———
Bridgewater Advisors Inc.
N/A—843-843-100%$383.2K———
Second Line Capital, LLC
N/A—840-840-100%$412.7K———
LGT Fund Management Co Ltd.
N/A—830-830-100%$407.7K———
Main Street Financial Solutions, LLC
N/A—830-830-100%$407.7K———
Proficio Capital Partners LLC
N/A—816-816-100%$400.9K———
Summit Wealth Partners, LLC
N/A—806-806-100%$395.9K———
Tobias Financial Advisors, Inc.
N/A—798-798-100%$391.7K———
Keebeck Wealth Management
N/A—795-795-100%$390.5K———
Ossiam
N/A—794-794-100%$390.0K———
CIM, LLC
N/A—785-785-100%$385.6K———
Stock Yards Bank & Trust Co
N/A—776-776-100%$381.1K———
1015 Capital Partners, LLC
N/A—766-766-100%$376.2K———
Bull Harbor Capital LLC
N/A—766-766-100%$376.2K———
Resurgent Financial Advisors LLC
N/A—751-751-100%$368.9K———
Zhang Financial LLC
N/A—734-734-100%$360.5K———
Horizon Family Wealth, Inc.
N/A—733-733-100%$359.9K———
Ellevest, Inc.
N/A—713-713-100%$350.2K———
Intrust Bank NA
N/A—708-708-100%$347.7K———
Hancock Whitney Corp
N/A—695-695-100%$341.4K———
Red Door Wealth Management, LLC
N/A—693-693-100%$340.4K———
Four Tree Island Advisory LLC
N/A—687-687-100%$337.4K———
Hilltop Holdings Inc.
N/A—684-684-100%$336.0K———
MJP Associates Inc
N/A—674-674-100%$331.1K———
NorthRock Partners, LLC
N/A—660-660-100%$324.2K———
Summit Wealth & Retirement Planning, Inc.
N/A—658-658-100%$323.2K———
TRB Wealth Management, LLC
N/A—648-648-100%$318.3K———
Destination Wealth Management
N/A—647-647-100%$317.8K———
MTM Financial Group, LLC
N/A—640-640-100%$314.3K———
Intrepid Capital Management Inc
N/A—635-635-100%$311.9K———
Stonebridge Capital Advisors LLC
N/A—632-632-100%$310.4K———
RWA Wealth Partners, LLC
N/A—631-631-100%$309.7K———
Capital Group Private Client Services, Inc.
N/A—630-630-100%$309.4K———
Boreal Capital Management LLC
N/A—625-625-100%$307.4K———
New Republic Capital, LLC
N/A—624-624-100%$306.7K———
Tradition Wealth Management, LLC
N/A—622-622-100%$305.5K———
Berkeley Capital Partners, LLC
N/A—617-617-100%$303.0K———
LaSalle St. Investment Advisors, LLC
N/A—617-617-100%$303.0K———
Rothschild Wealth LLC
N/A—616-616-100%$302.6K———
First Foundation Advisors
N/A—610-610-100%$299.6K———
Hexagon Capital Partners LLC
N/A—609-609-100%$299.1K———
Greenline Wealth Management LLC
N/A—608-608-100%$298.6K———
Cyber Hornet ETFs LLC
N/A—601-601-100%$295.2K———
Hemenway Trust Co LLC
N/A—600-600-100%$294.7K———
Markin Volterra Fund LP
N/A—589-589-100%$289.3K———
First National Bank of Omaha
N/A—580-580-100%$284.9K———
Trustco Bank Corp N Y
N/A—570-570-100%$280.0K———
GTS Securities LLC
N/A—565-565-100%$277.5K———
Cambient Family Office, LLC
N/A—564-564-100%$277.0K———
Snowwater Investment Partners, LLC
N/A—559-559-100%$274.6K———
LGL Partners, LLC
N/A—555-555-100%$273.3K———
1248 Management, LLC
N/A—553-553-100%$271.6K———
Thomasville National Bank
N/A—552-552-100%$271.1K———
AlphaGrep UK Ltd
N/A—551-551-100%$270.6K———
Athena Investment Management
N/A—550-550-100%$270.1K———
Bolthouse Investments, LLC
N/A—547-547-100%$268.7K———
Blalock Williams, LLC
N/A—546-546-100%$268.2K———
Ingalls & Snyder LLC
N/A—544-544-100%$267———
Forum Private Client Group LLC
N/A—542-542-100%$266.2K———
Bank of Marin
N/A—539-539-100%$264.7K———
Klingenstein Fields & Co LP
N/A—539-539-100%$264.7K———
SHP Wealth Management
N/A—534-534-100%$262.4K———
Allied Private Wealth LLC
N/A—532-532-100%$251.5K———
Horizon Investment Services, LLC
N/A—527-527-100%$258.8K———
Townsquare Capital LLC
N/A—522-522-100%$256.4K———
Berkshire Asset Management LLC
N/A—511-511-100%$251.1K———
Clifford Group, LLC
N/A—507-507-100%$249.0K———
First National Advisers, LLC
N/A—507-507-100%$249.0K———
First American Trust, FSB
N/A—507-507-100%$248.9K———
nVerses Capital, LLC
N/A—506-506-100%$248.5K———
Ausdal Financial Partners, Inc.
N/A—506-506-100%$248.4K———
Maripau Wealth Management LLC
N/A—498-498-100%$244.6K———
Aspiring Ventures, LLC
N/A—495-495-100%$243.1K———
South Street Advisors LLC
N/A—495-495-100%$243.1K———
Wealth Management Associates, Inc.
N/A—486-486-100%$238.7K———
Foster & Motley Inc
N/A—484-484-100%$238———
Dopkins Wealth Management, LLC
N/A—484-484-100%$237.7K———
Retirement Income Solutions, Inc
N/A—482-482-100%$200.9K———
Sagewood Asset Management LP
N/A—482-482-100%$236.7K———
Kovack Advisors, Inc.
N/A—480-480-100%$235.8K———
Permanent Capital Management, LP
N/A—467-467-100%$229.4K———
1832 Asset Management L.P.
N/A—461-461-100%$226.4K———
Venturi Wealth Management, LLC
N/A—458-458-100%$225.0K———
New World Advisors LLC
N/A—455-455-100%$223.5K———
Northwest Quadrant Wealth Management, LLC
N/A—454-454-100%$223.2K———
Charter Research & Investment Group, Inc.
N/A—450-450-100%$221.0K———
Voya Financial Advisors, Inc.
N/A—449-449-100%$215.7K———
BFC Planning, Inc.
N/A—449-449-100%$220.4K———
Aventura Private Wealth, LLC
N/A—448-448-100%$220.2K———
Prelude Capital Management, LLC
N/A—444-444-100%$218.1K———
Stratos Wealth Advisors, LLC
N/A—438-438-100%$215.1K———
Jackson Thornton Wealth Management, LLC
N/A—429-429-100%$210.7K———
Westfuller Advisors, LLC
N/A—427-427-100%$209.7K———
BSW Wealth Partners
N/A—426-426-100%$209.3K———
Johnson Financial Group, Inc.
N/A—422-422-100%$207.7K———
Members Trust Co
N/A—420-420-100%$206.3K———
Lcnb Corp
N/A—419-419-100%$205.8K———
Smith, Moore & Co.
N/A—418-418-100%$205.2K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—416-416-100%$204.3K———
Khazanah Nasional Berhad
N/A—411-411-100%$201.9K———
Westpac Banking Corp
N/A—381-381-100%$187.1K———
Steigerwald, Gordon & Koch Inc.
N/A—364-364-100%$178.9K———
Anchor Investment Management, LLC
N/A—364-364-100%$178.8K———
GW&K Investment Management, LLC
N/A—364-364-100%$179———
Transamerica Financial Advisors, LLC
N/A—310-310-100%$152.5K———
Crewe Advisors LLC
N/A—296-296-100%$145.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—294-294-100%$144.4K———
Alphadyne Asset Management LP
N/A—278-278-100%$136.5K———
Nova Wealth Management, Inc.
N/A—269-269-100%$132.1K———
Field & Main Bank
N/A—257-257-100%$126.2K———
Strategic Investment Advisors / MI
N/A—251-251-100%$123.1K———
Pingora Partners LLC
N/A—230-230-100%$113.0K———
Quarry LP
N/A—220-220-100%$108.1K———
Synergy Investment Management, LLC
N/A—214-214-100%$98.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—209-209-100%$102.4K———
Crews Bank & Trust
N/A—200-200-100%$98.2K———
Glen Eagle Advisors, LLC
N/A—200-200-100%$98.3K———
Caitlin John, LLC
N/A—198-198-100%$97.3K———
Keating Financial Advisory Services, Inc.
N/A—190-190-100%$93.3K———
HHM Wealth Advisors, LLC
N/A—182-182-100%$89.4K———
Pinney & Scofield, Inc.
N/A—150-150-100%$73.7K———
Medallion Wealth Advisors, LLC
N/A—149-149-100%$73.2K———
Millstone Evans Group, LLC
N/A—138-138-100%$67.8K———
Bollard Group LLC
N/A—138-138-100%$68———
Private Wealth Asset Management, LLC
N/A—123-123-100%$60.4K———
Frazier Financial Advisors, LLC
N/A—113-113-100%$55.5K———
Leo H. Evart, Inc.
N/A—107-107-100%$52.6K———
Delta Asset Management LLC
N/A—102-102-100%$50.1K———
Kerr Financial Planning Corp
N/A—102-102-100%$50.1K———
Fiduciary Financial Advisors
N/A—102-102-100%$47.6K———
Sachetta, LLC
N/A—93-93-100%$45.7K———
Bogart Wealth, LLC
N/A—85-85-100%$41.7K———
Capital Analysts, LLC
N/A—85-85-100%$42———
Tiaa Trust, National Association
N/A—81-81-100%$39.8K———
Kemnay Advisory Services Inc.
N/A—79-79-100%$38.8K———
Bruce G. Allen Investments, LLC
N/A—77-77-100%$37.8K———
JPL Wealth Management, LLC
N/A—76-76-100%$37.3K———
Raffa Wealth Management, LLC
N/A—71-71-100%$34.9K———
Elequin Capital, LP
N/A—62-62-100%$30.5K———
Icon Advisers Inc
N/A—60-60-100%$29.5K———
Dunhill Financial, LLC
N/A—57-57-100%$28.0K———
Cornerstone Financial Management LLC
N/A—56-56-100%$27.5K———
Financial Gravity Companies, Inc.
N/A—54-54-100%$26.5K———
Persistent Asset Partners Ltd
N/A—46-46-100%$22.6K———
Purpose Unlimited Inc.
N/A—40-40-100%$19.6K———
Truvestments Capital LLC
N/A—32-32-100%$15.7K———
Measured Wealth Private Client Group, LLC
N/A—31-31-100%$15.2K———
Quantbot Technologies LP
N/A—30-30-100%$14.7K———
Rialto Wealth Management, LLC
N/A—29-29-100%$14.2K———
Strategic Wealth Partners, Ltd.
N/A—28-28-100%$13.8K———
TD Capital Management LLC
N/A—28-28-100%$13.8K———
Kilter Group LLC
N/A—25-25-100%$12.3K———
Webster Bank, N. A.
N/A—25-25-100%$12.3K———
Manning & Napier Advisors LLC
N/A—23-23-100%$11.0K———
Hollencrest Capital Management
N/A—22-22-100%$10.8K———
IMA Advisory Services, Inc.
N/A—21-21-100%$10.3K———
Prestige Wealth Management Group LLC
N/A—18-18-100%$8.8K———
BOK Financial Private Wealth, Inc.
N/A—16-16-100%$7.9K———
Graney & King, LLC
N/A—16-16-100%$7.9K———
Evelyn Partners Group Ltd
N/A—15-15-100%$7.4K———
Operose Advisors LLC
N/A—14-14-100%$6.9K———
Orion Capital Management LLC
N/A—13-13-100%$6.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—13-13-100%$6.4K———
Benson Wealth Management Inc
N/A—12-12-100%$5.9K———
VSM Wealth Advisory, LLC
N/A—12-12-100%$5.9K———
Broadwater Capital Management LLC
N/A—11-11-100%$5.4K———
Osbon Capital Management LLC
N/A—11-11-100%$5.4K———
Ancora Advisors LLCA
N/A—10-10-100%$4.9K———
LGT Financial Advisors LLC
N/A—10-10-100%$4.7K———
HFM Investment Advisors, LLC
N/A—9-9-100%$4.4K———
Prosperity Bancshares Inc
N/A—9-9-100%$4.4K———
Ameriflex Group, Inc.
N/A—9-9-100%$4.4K———
S&T Bank
N/A—9-9-100%$4.4K———
Altshuler Shaham Ltd
N/A—9-9-100%$4.4K———
Ogorek Anthony Joseph
N/A—7-7-100%$3———
Cbiz Investment Advisory Services, LLC
N/A—6-6-100%$2.5K———
Oakmont Advisory Group, LLC
N/A—6-6-100%$2.9K———
Beaird Harris Wealth Management, LLC
N/A—5-5-100%$2.5K———
Imprint Wealth LLC
N/A—5-5-100%$2.5K———
Chesapeake Asset Management LLC
N/A—4-4-100%$2.0K———
Seneschal Advisors, LLC
N/A—3-3-100%$1.5K———
Investors Portfolio Services LLC
N/A—3-3-100%$1.6K———
Godfrey Financial Associates, Inc.
N/A—3-3-100%$1.5K———
Copia Wealth Management
N/A—2-2-100%$982———
FWL Investment Management, LLC
N/A—2-2-100%$982———
Peak6 LLC
N/A—2-2-100%$1.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—2-2-100%$983———
Cordant, Inc.
N/A—1-1-100%$444———
Ross\johnson & Associates LLC
N/A—1-1-100%$491———
Timbuktu Capital Management, LLC
N/A—1-1-100%$491———
Showing 1897 of 1897 institutions