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Chubb Limited (CB)

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
DECREASED
Shares9,117,504 from 9,145,154
Change-27,650 (0%)
Value$3.0B (-$146.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares2,737,835 from 3,059,661
Change-321,826 (-11%)
Value$890.5M (-$152.1M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares2,205,290 from 2,194,103
Change+11,187 (+1%)
Value$717.4M (-$30.3M)
Filed 2026-11-04
Amundi
DECREASED
Shares1,413,023 from 1,540,294
Change-127,271 (-8%)
Value$459.6M (-$65.3M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares1,408,663 from 1,359,475
Change+49,188 (+4%)
Value$458.2M (-$5.1M)
Filed 2026-11-02
Deutsche Bank Ag\
INCREASED
Shares1,385,417 from 1,052,541
Change+332,876 (+32%)
Value$450.6M (+$92.0M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares1,024,907 from 1,475,852
Change-450,945 (-31%)
Value$333.4M (-$169.5M)
Filed 2026-11-06
Mycio Wealth Partners, LLC
DECREASED
Shares973,607 from 985,086
Change-11,479 (-1%)
Value$316.7M (-$19.0M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares932,644 from 899,069
Change+33,575 (+4%)
Value$303.3M (-$3.0M)
Filed 2026-11-05
Beutel, Goodman & Co Ltd.
DECREASED
Shares915,648 from 957,066
Change-41,418 (-4%)
Value$297.8K (-$28.3K)
Filed 2026-11-04
Troy Asset Management Ltd
INCREASED
Shares893,492 from 866,176
Change+27,316 (+3%)
Value$290.6M (-$4.5M)
Filed 2026-10-28
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares881,343 from 906,554
Change-25,211 (-3%)
Value$286.7M (-$22.2M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares841,219 from 846,159
Change-4,940 (-1%)
Value$273.6M (-$14.7M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares803,050 from 648,956
Change+154,094 (+24%)
Value$255.7M (+$48.6M)
Filed 2026-10-13
DekaBank Deutsche Girozentrale
INCREASED
Shares615,683 from 354,484
Change+261,199 (+74%)
Value$204.0K (+$89.1K)
Filed 2026-10-27
Assenagon Asset Management S.A.
INCREASED
Shares612,668 from 13,267
Change+599,401 (+4518%)
Value$199.3M (+$194.7M)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares592,604 from 576,647
Change+15,957 (+3%)
Value$192.7M (-$3.7M)
Filed 2026-11-06
Danske Bank A/S
DECREASED
Shares592,046 from 709,677
Change-117,631 (-17%)
Value$192.6M (-$49.3M)
Filed 2026-11-09
Citigroup Inc
DECREASED
Shares559,141 from 560,615
Change-1,474 (0%)
Value$181.9M (-$9.2M)
Filed 2026-11-04
ProShare Advisors LLC
DECREASED
Shares552,525 from 564,401
Change-11,876 (-2%)
Value$179.7M (-$12.6M)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares552,463 from 559,026
Change-6,563 (-1%)
Value$179.7M (-$10.8M)
Filed 2026-11-05
Bank of Montreal
DECREASED
Shares523,510 from 595,119
Change-71,609 (-12%)
Value$170.3M (-$32.5M)
Filed 2026-11-09
Alphinity Investment Management Pty Ltd
DECREASED
Shares521,929 from 820,062
Change-298,133 (-36%)
Value$169.8M (-$109.7M)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares447,785 from 511,273
Change-63,488 (-12%)
Value$145.9M (-$28.5M)
Filed 2026-11-06
Confluence Investment Management LLC
DECREASED
Shares433,925 from 460,772
Change-26,847 (-6%)
Value$141.1M (-$15.9M)
Filed 2026-10-01
Vest Financial, LLC
INCREASED
Shares419,843 from 404,449
Change+15,394 (+4%)
Value$136.6M (-$1.3M)
Filed 2026-10-21
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares404,240 from 405,315
Change-1,075 (0%)
Value$131.5M (-$6.6M)
Filed 2026-11-06
Welch & Forbes LLC
DECREASED
Shares382,010 from 384,803
Change-2,793 (-1%)
Value$124.2M (-$6.9M)
Filed 2026-11-04
Todd Asset Management LLC
DECREASED
Shares369,820 from 370,586
Change-766 (0%)
Value$120.3M (-$6.0M)
Filed 2026-10-27
Robeco Institutional Asset Management B.V.
INCREASED
Shares351,692 from 313,876
Change+37,816 (+12%)
Value$114.4M (+$7.4M)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares332,412 from 338,664
Change-6,252 (-2%)
Value$108.1M (-$7.3M)
Filed 2026-10-28
SEB Asset Management AB
INCREASED
Shares328,188 from 322,059
Change+6,129 (+2%)
Value$106.7M (-$3.0M)
Filed 2026-11-04
KBC Group NV
INCREASED
Shares306,186 from 97,251
Change+208,935 (+215%)
Value$99.6K (+$66.5K)
Filed 2026-10-22
Boston Trust Walden Corp
DECREASED
Shares263,928 from 298,391
Change-34,463 (-12%)
Value$85.8M (-$15.8M)
Filed 2026-10-30
Cacti Asset Management LLC
DECREASED
Shares255,039 from 255,138
Change-99 (0%)
Value$84.7M (-$2.2M)
Filed 2026-10-01
Tctc Holdings, LLC
DECREASED
Shares240,612 from 240,614
Change-2 (0%)
Value$78.3M (-$3.7M)
Filed 2026-11-02
AGF Management LTD
DECREASED
Shares240,255 from 259,133
Change-18,878 (-7%)
Value$78.1M (-$10.2M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares237,221 from 215,327
Change+21,894 (+10%)
Value$77.2M (+$3.8M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares231,335 from 255,690
Change-24,355 (-10%)
Value$75.2K (-$11.9K)
Filed 2026-10-22
Cooke & Bieler LP
DECREASED
Shares222,836 from 343,888
Change-121,052 (-35%)
Value$72.5M (-$44.7M)
Filed 2026-10-21
Oldfield Partners LLP
INCREASED
Shares221,200 from 221,100
Change+100 (+0%)
Value$71.9M (-$3.4M)
Filed 2026-11-02
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares219,521 from 222,421
Change-2,900 (-1%)
Value$71.6M (-$4.4M)
Filed 2026-11-05
Retirement Systems of Alabama
DECREASED
Shares212,116 from 214,269
Change-2,153 (-1%)
Value$69.0M (-$4.0M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares211,714 from 171,233
Change+40,481 (+24%)
Value$68.9M (+$10.5M)
Filed 2026-10-30
Calamos Advisors LLC
INCREASED
Shares211,460 from 159,650
Change+51,810 (+32%)
Value$68.8M (+$14.4M)
Filed 2026-11-02
Swedbank AB
DECREASED
Shares210,593 from 212,613
Change-2,020 (-1%)
Value$68.5M (-$4.0M)
Filed 2026-10-27
Nordea Investment Management AB
INCREASED
Shares210,209 from 200,656
Change+9,553 (+5%)
Value$69.4M (+$378.6K)
Filed 2026-11-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares207,177 from 225,846
Change-18,669 (-8%)
Value$67.4M (-$9.6M)
Filed 2026-10-15
ZWJ Investment Counsel Inc
INCREASED
Shares205,424 from 199,754
Change+5,670 (+3%)
Value$66.8M (-$1.2M)
Filed 2026-10-15
Midwest Trust Co
DECREASED
Shares194,473 from 195,619
Change-1,146 (-1%)
Value$63.3M (-$3.4M)
Filed 2026-10-22
Personal CFO Solutions, LLC
DECREASED
Shares193,494 from 200,378
Change-6,884 (-3%)
Value$63.1M (-$5.3M)
Filed 2026-11-06
MacKenzie Financial Corp
DECREASED
Shares190,477 from 262,036
Change-71,559 (-27%)
Value$62.0M (-$27.3M)
Filed 2026-11-02
Carnegie Investment Counsel
DECREASED
Shares190,404 from 192,437
Change-2,033 (-1%)
Value$60.2M (-$3.6M)
Filed 2026-10-20
Strs Ohio
DECREASED
Shares183,082 from 189,603
Change-6,521 (-3%)
Value$59.5M (-$5.1M)
Filed 2026-10-30
Asset Management One Co., Ltd.
INCREASED
Shares171,651 from 161,310
Change+10,341 (+6%)
Value$55.8M (+$864.7K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares157,464 from 153,047
Change+4,417 (+3%)
Value$52.2M (-$1.7M)
Filed 2026-11-04
Pictet Asset Management Holding SA
DECREASED
Shares155,947 from 158,820
Change-2,873 (-2%)
Value$50.7M (-$3.4M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares153,051 from 167,348
Change-14,297 (-9%)
Value$49.8M (-$7.2M)
Filed 2026-11-05
Squarepoint Ops LLC
INCREASED
Shares151,437 from 17,193
Change+134,244 (+781%)
Value$49.3M (+$43.4M)
Filed 2026-11-09
Smith Chas P & Associates PA Cpas
DECREASED
Shares150,889 from 151,975
Change-1,086 (-1%)
Value$54.3M (+$2.5M)
Filed 2026-10-22
Willis Investment Counsel
DECREASED
Shares146,436 from 162,875
Change-16,439 (-10%)
Value$47.6M (-$7.9M)
Filed 2026-10-20
Grandfield & Dodd, LLC
DECREASED
Shares143,353 from 143,520
Change-167 (0%)
Value$46.6M (-$2.3M)
Filed 2026-10-29
TD Waterhouse Canada Inc.
DECREASED
Shares136,870 from 142,782
Change-5,912 (-4%)
Value$45.4M (-$4.9M)
Filed 2026-10-16
Roffman Miller Associates Inc
INCREASED
Shares133,942 from 131,341
Change+2,601 (+2%)
Value$43.6M (-$1.2M)
Filed 2026-10-19
Country Trust Bank
DECREASED
Shares130,597 from 137,896
Change-7,299 (-5%)
Value$42.5M (-$4.5M)
Filed 2026-10-30
Handelsbanken Fonder AB
DECREASED
Shares129,439 from 132,315
Change-2,876 (-2%)
Value$42.1K (-$3.0K)
Filed 2026-11-09
ASR Vermogensbeheer N.V.
DECREASED
Shares128,821 from 146,825
Change-18,004 (-12%)
Value$41.9M (-$8.1M)
Filed 2026-10-16
CIBC Asset Management Inc
DECREASED
Shares126,634 from 128,118
Change-1,484 (-1%)
Value$41.2M (-$2.5M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares121,789 from 93,305
Change+28,484 (+31%)
Value$39.6M (+$7.8M)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
INCREASED
Shares120,650 from 118,585
Change+2,065 (+2%)
Value$39.2M (-$1.2M)
Filed 2026-10-27
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares116,196 from 115,386
Change+810 (+1%)
Value$37.8K (-$1.5K)
Filed 2026-10-26
State of New Jersey Common Pension Fund D
DECREASED
Shares113,840 from 113,887
Change-47 (0%)
Value$37.0M (-$1.8M)
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares111,356 from 47,518
Change+63,838 (+134%)
Value$36.2M (+$20.0M)
Filed 2026-10-22
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares110,862 from 108,024
Change+2,838 (+3%)
Value$36.1M (-$750.2K)
Filed 2026-11-09
Philip James Wealth Mangement, LLC
INCREASED
Shares110,708 from 104,308
Change+6,400 (+6%)
Value$36.0M (+$466.0K)
Filed 2026-10-27
WestEnd Advisors, LLC
DECREASED
Shares106,969 from 110,931
Change-3,962 (-4%)
Value$34.8M (-$3.0M)
Filed 2026-10-27
Swiss Life Asset Management Ltd
INCREASED
Shares105,044 from 59,917
Change+45,127 (+75%)
Value$34.2M (+$13.7M)
Filed 2026-11-03
Chesley Taft & Associates LLC
INCREASED
Shares104,214 from 103,675
Change+539 (+1%)
Value$33.9M (-$1.4M)
Filed 2026-10-13
Cambiar Investors LLC
DECREASED
Shares103,402 from 105,163
Change-1,761 (-2%)
Value$33.6M (-$2.2M)
Filed 2026-11-04
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares102,053 from 102,053
Change0 (0%)
Value$33.2K (-$1.6K)
Filed 2026-10-08
Czech National Bank
DECREASED
Shares100,873 from 102,672
Change-1,799 (-2%)
Value$32.8M (-$2.2M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares97,127 from 97,018
Change+109 (+0%)
Value$31.6M (-$1.5M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares96,437 from 88,120
Change+8,317 (+9%)
Value$31.4M (+$1.3M)
Filed 2026-10-21
Vontobel Holding Ltd.
DECREASED
Shares93,164 from 96,652
Change-3,488 (-4%)
Value$30.3M (-$2.6M)
Filed 2026-10-16
Howland Capital Management LLC
DECREASED
Shares92,373 from 94,091
Change-1,718 (-2%)
Value$30.1M (-$2.0M)
Filed 2026-10-22
State of Michigan Retirement System
DECREASED
Shares91,387 from 95,587
Change-4,200 (-4%)
Value$29.7M (-$2.8M)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares89,163 from 92,607
Change-3,444 (-4%)
Value$29.0M (-$2.6M)
Filed 2026-10-05
PhiloSmith Capital Corp
UNCHANGED
Shares86,600 from 86,600
Change0 (0%)
Value$28.2M (-$1.3M)
Filed 2026-10-23
LSV Asset Management
DECREASED
Shares86,326 from 87,107
Change-781 (-1%)
Value$28.1K (-$1.6K)
Filed 2026-11-06
Wealthfront Advisers LLC
DECREASED
Shares84,041 from 85,452
Change-1,411 (-2%)
Value$27.3M (-$1.8M)
Filed 2026-11-09
IFM Investors Pty Ltd
INCREASED
Shares81,568 from 81,087
Change+481 (+1%)
Value$26.5M (-$1.1M)
Filed 2026-10-14
Eurizon Capital SGR S.p.A.
DECREASED
Shares80,590 from 148,413
Change-67,823 (-46%)
Value$26.3M (-$24.4M)
Filed 2026-11-06
Factory Mutual Insurance Co
DECREASED
Shares80,200 from 80,700
Change-500 (-1%)
Value$26.1M (-$1.4M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares78,422 from 74,326
Change+4,096 (+6%)
Value$25.5M (+$124.0K)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares77,565 from 79,671
Change-2,106 (-3%)
Value$25.2M (-$1.9M)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares75,940 from 69,329
Change+6,611 (+10%)
Value$25.9M (+$2.3M)
Filed 2026-11-06
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares75,834 from 76,083
Change-249 (0%)
Value$24.7M (-$1.3M)
Filed 2026-10-22
Amplius Wealth Advisors, LLC
INCREASED
Shares73,812 from 73,412
Change+400 (+1%)
Value$24.0M (-$1.0M)
Filed 2026-10-20
Wilkins Investment Counsel Inc
DECREASED
Shares73,622 from 74,439
Change-817 (-1%)
Value$23.9M (-$1.4M)
Filed 2026-11-03
Arbejdsmarkedets Tillaegspension
DECREASED
Shares73,480 from 88,160
Change-14,680 (-17%)
Value$23.9M (-$6.1M)
Filed 2026-10-30
Daiwa Securities Group Inc.
DECREASED
Shares72,065 from 83,381
Change-11,316 (-14%)
Value$23.4M (-$5.0M)
Filed 2026-10-29
Talbot Financial, LLC
INCREASED
Shares71,026 from 70,435
Change+591 (+1%)
Value$23.1M (-$898.7K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares69,977 from 72,571
Change-2,594 (-4%)
Value$22.8M (-$2.0M)
Filed 2026-10-16
Calamos Wealth Management LLC
INCREASED
Shares69,262 from 56,492
Change+12,770 (+23%)
Value$22.5M (+$3.3M)
Filed 2026-11-02
Cullen T Bankers, Inc.
DECREASED
Shares68,455 from 71,990
Change-3,535 (-5%)
Value$22.3M (-$2.3M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares68,107 from 66,115
Change+1,992 (+3%)
Value$22.2K (-$376)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares67,742 from 65,197
Change+2,545 (+4%)
Value$22.0M (-$182.1K)
Filed 2026-11-03
Anchor Capital Advisors LLC
DECREASED
Shares66,672 from 67,651
Change-979 (-1%)
Value$21.7M (-$1.4M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares66,569 from 59,671
Change+6,898 (+12%)
Value$21.7M (+$1.3M)
Filed 2026-11-04
Great Lakes Advisors, LLC
DECREASED
Shares66,479 from 79,277
Change-12,798 (-16%)
Value$21.6M (-$5.4M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares64,348 from 66,206
Change-1,858 (-3%)
Value$20.9M (-$1.6M)
Filed 2026-11-02
Yousif Capital Management, LLC
DECREASED
Shares64,125 from 67,511
Change-3,386 (-5%)
Value$20.9M (-$2.1M)
Filed 2026-10-22
Illinois Municipal Retirement Fund
INCREASED
Shares63,661 from 60,220
Change+3,441 (+6%)
Value$20.7M (+$186.4K)
Filed 2026-11-05
DDD Partners, LLC
INCREASED
Shares63,344 from 63,209
Change+135 (+0%)
Value$20.6M (-$935.2K)
Filed 2026-11-02
Rakuten Investment Management, Inc.
NEW
Shares62,885
Change+62,885
Value$20.9M
Filed 2026-10-30
Asset Advisors Investment Management, LLC
INCREASED
Shares62,837 from 62,674
Change+163 (+0%)
Value$20.4M (-$917.8K)
Filed 2026-10-19
Beese Fulmer Investment Management, Inc.
INCREASED
Shares62,582 from 62,140
Change+442 (+1%)
Value$20.4M (-$818.2K)
Filed 2026-10-23
Nemes Rush Group LLC
INCREASED
Shares62,526 from 62,199
Change+327 (+1%)
Value$20.3M (-$857.2K)
Filed 2026-11-04
Virginia Retirement Systems ET Al
INCREASED
Shares61,969 from 42,729
Change+19,240 (+45%)
Value$20.2M (+$5.6M)
Filed 2026-10-28
Abner Herrman & Brock LLC
DECREASED
Shares61,842 from 63,304
Change-1,462 (-2%)
Value$20.1K (-$1.5K)
Filed 2026-10-20
Pittenger & Anderson Inc
INCREASED
Shares61,753 from 61,299
Change+454 (+1%)
Value$20.1M (-$801.9K)
Filed 2026-11-02
Kanawha Capital Management LLC
INCREASED
Shares60,733 from 60,225
Change+508 (+1%)
Value$19.8M (-$767.7K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares60,006 from 61,733
Change-1,727 (-3%)
Value$19.5M (-$1.5M)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED
Shares59,394 from 53,733
Change+5,661 (+11%)
Value$20.4M (+$1.7M)
Filed 2026-10-13
Amalgamated Bank
DECREASED
Shares59,255 from 62,220
Change-2,965 (-5%)
Value$19.3K (-$1.9K)
Filed 2026-10-23
Bailard, Inc.
DECREASED
Shares58,500 from 58,736
Change-236 (0%)
Value$19.0M (-$986.6K)
Filed 2026-10-13
SouthState Bank Corp
DECREASED
Shares58,059 from 59,638
Change-1,579 (-3%)
Value$18.9M (-$1.4M)
Filed 2026-11-09
Nisa Investment Advisors, LLC
DECREASED
Shares57,681 from 60,232
Change-2,551 (-4%)
Value$18.8M (-$1.8M)
Filed 2026-10-20
Florida Trust Wealth Management Co
DECREASED
Shares56,447 from 56,813
Change-366 (-1%)
Value$18.4M (-$999.1K)
Filed 2026-11-05
Eagle Rock Investment Company, LLC
INCREASED
Shares56,349 from 55,576
Change+773 (+1%)
Value$18.3M (-$609.4K)
Filed 2026-10-21
Crossmark Global Holdings, Inc.
DECREASED
Shares55,462 from 58,491
Change-3,029 (-5%)
Value$18.0M (-$1.9M)
Filed 2026-10-21
Ethic Inc.
DECREASED
Shares55,281 from 56,773
Change-1,492 (-3%)
Value$18.0M (-$1.4M)
Filed 2026-11-03
ABN Amro Investment Solutions
INCREASED
Shares54,829 from 49,044
Change+5,785 (+12%)
Value$17.8M (+$1.1M)
Filed 2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares54,619 from 54,325
Change+294 (+1%)
Value$17.8M (-$745.9K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares53,862 from 43,044
Change+10,818 (+25%)
Value$17.5M (+$2.9M)
Filed 2026-10-29
Merit Financial Group, LLC
INCREASED
Shares53,306 from 51,386
Change+1,920 (+4%)
Value$17.3M (-$171.5K)
Filed 2026-11-06
TCV Trust & Wealth Management, Inc.
DECREASED
Shares52,966 from 53,861
Change-895 (-2%)
Value$17.2M (-$1.1M)
Filed 2026-10-16
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares51,776 from 52,836
Change-1,060 (-2%)
Value$16.8M (-$1.2M)
Filed 2026-11-09
Polaris Capital Management, LLC
DECREASED
Shares51,458 from 55,038
Change-3,580 (-6%)
Value$16.7M (-$2.0M)
Filed 2026-10-21
Regions Financial Corp
DECREASED
Shares51,331 from 55,666
Change-4,335 (-8%)
Value$16.7M (-$2.3M)
Filed 2026-11-05
Fogel Capital Management, Inc.
INCREASED
Shares50,769 from 50,364
Change+405 (+1%)
Value$16.5M (-$648.4K)
Filed 2026-11-04
Boston Common Asset Management, LLC
DECREASED
Shares50,193 from 51,285
Change-1,092 (-2%)
Value$16.3M (-$1.1M)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares50,056 from 47,028
Change+3,028 (+6%)
Value$16.3M (+$256.2K)
Filed 2026-10-15
Citizens Financial Group Inc
INCREASED
Shares49,496 from 46,172
Change+3,324 (+7%)
Value$16.1M (+$369.8K)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares49,062 from 19,630
Change+29,432 (+150%)
Value$16.0M (+$9.2M)
Filed 2026-11-06
Washington Trust Co
DECREASED
Shares48,438 from 48,855
Change-417 (-1%)
Value$15.8M (-$892.7K)
Filed 2026-10-22
Diversified Trust Co
DECREASED
Shares48,004 from 51,950
Change-3,946 (-8%)
Value$15.6M (-$2.1M)
Filed 2026-11-06
Americana Partners, LLC
INCREASED
Shares46,247 from 872
Change+45,375 (+5204%)
Value$15.0M (+$14.7M)
Filed 2026-10-28
HB Wealth Management, LLC
DECREASED
Shares45,395 from 45,887
Change-492 (-1%)
Value$14.8M (-$871.0K)
Filed 2026-10-23
Nepsis Inc.
INCREASED
Shares45,371 from 45,196
Change+175 (+0%)
Value$14.8M (-$643.2K)
Filed 2026-10-13
Oregon Public Employees Retirement Fund
DECREASED
Shares43,105 from 44,396
Change-1,291 (-3%)
Value$14.0M (-$1.1M)
Filed 2026-10-30
Camden National Bank
DECREASED
Shares43,085 from 43,390
Change-305 (-1%)
Value$14.0M (-$771.3K)
Filed 2026-11-02
Venture Visionary Partners LLC
INCREASED
Shares41,028 from 39,637
Change+1,391 (+4%)
Value$13.3M (-$161.3K)
Filed 2026-10-07
Mcrae Capital Management Inc
DECREASED
Shares40,790 from 40,949
Change-159 (0%)
Value$13.3M (-$685.7K)
Filed 2026-10-15
Intech Investment Management LLC
INCREASED
Shares40,540 from 33,509
Change+7,031 (+21%)
Value$13.2M (+$1.8M)
Filed 2026-11-09
First Merchants Corp
DECREASED
Shares39,518 from 40,984
Change-1,466 (-4%)
Value$12.9M (-$1.1M)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares39,361 from 38,470
Change+891 (+2%)
Value$12.8M (-$345.4K)
Filed 2026-11-02
LS Investment Advisors, LLC
DECREASED
Shares38,812 from 41,830
Change-3,018 (-7%)
Value$12.6M (-$1.6M)
Filed 2026-10-13
Cornerstone Advisors, LLC
INCREASED
Shares38,213 from 19,992
Change+18,221 (+91%)
Value$12.4M (+$5.6M)
Filed 2026-11-06
Woodmont Investment Counsel LLC
INCREASED
Shares36,842 from 36,260
Change+582 (+2%)
Value$12.0M (-$372.4K)
Filed 2026-10-29
Avanza Fonder AB
INCREASED
Shares36,032 from 31,248
Change+4,784 (+15%)
Value$11.7M (+$1.1M)
Filed 2026-10-13
Mutual of America Capital Management LLC
DECREASED
Shares35,922 from 37,088
Change-1,166 (-3%)
Value$11.7M (-$953.7K)
Filed 2026-10-23
CX Institutional
INCREASED
Shares35,220 from 34,100
Change+1,120 (+3%)
Value$11.5K (-$164)
Filed 2026-10-02
Keybank National Association
DECREASED
Shares35,146 from 35,220
Change-74 (0%)
Value$11.4M (-$569.6K)
Filed 2026-11-04
Mattern Capital Management, LLC
DECREASED
Shares34,762 from 35,965
Change-1,203 (-3%)
Value$11.3M (-$948.4K)
Filed 2026-11-02
Hamel Associates, Inc.
DECREASED
Shares34,509 from 35,931
Change-1,422 (-4%)
Value$11.2M (-$1.0M)
Filed 2026-11-06
Inspire Trust Co, N.A.
INCREASED
Shares34,100 from 32,100
Change+2,000 (+6%)
Value$11.1M (+$153.3K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares33,994 from 33,838
Change+156 (+0%)
Value$11.1M (-$473.7K)
Filed 2026-11-06
Weybosset Research & Management LLC
INCREASED
Shares33,792 from 33,775
Change+17 (+0%)
Value$11.0M (-$517.6K)
Filed 2026-10-19
State of Alaska, Department of Revenue
DECREASED
Shares33,260 from 35,343
Change-2,083 (-6%)
Value$10.8K (-$1.2K)
Filed 2026-10-15
Lawson Kroeker Investment Management Inc
DECREASED
Shares33,052 from 34,062
Change-1,010 (-3%)
Value$10.8M (-$856.1K)
Filed 2026-10-22
Regency Capital Management Inc.\DE
INCREASED
Shares32,889 from 32,662
Change+227 (+1%)
Value$10.7M (-$432.1K)
Filed 2026-11-09
Tufton Capital Management
DECREASED
Shares32,740 from 33,011
Change-271 (-1%)
Value$10.6K (-$600)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED
Shares32,165 from 36,922
Change-4,757 (-13%)
Value$10.5M (-$2.1M)
Filed 2026-10-16
Old National Bancorp
INCREASED
Shares31,978 from 31,602
Change+376 (+1%)
Value$10.4M (-$367.2K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
INCREASED
Shares31,853 from 31,756
Change+97 (+0%)
Value$10.4M (-$460.4K)
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares31,648 from 32,714
Change-1,066 (-3%)
Value$10.3M (-$853.5K)
Filed 2026-10-28
Bender Robert & Associates
DECREASED
Shares30,930 from 31,045
Change-115 (0%)
Value$10.1M (-$518.3K)
Filed 2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares30,502 from 31,128
Change-626 (-2%)
Value$10.1M (-$559.7K)
Filed 2026-10-29
Generali Asset Management SPA SGR
INCREASED
Shares30,466 from 29,317
Change+1,149 (+4%)
Value$9.9M (-$80.4K)
Filed 2026-10-26
Rockland Trust Co
DECREASED
Shares30,147 from 32,349
Change-2,202 (-7%)
Value$9.8M (-$1.2M)
Filed 2026-10-05
Verdence Capital Advisors LLC
DECREASED
Shares30,087 from 31,568
Change-1,481 (-5%)
Value$9.8M (-$970.8K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares29,739 from 22,569
Change+7,170 (+32%)
Value$9.7M (+$2.0M)
Filed 2026-10-08
Prospera Financial Services Inc
INCREASED
Shares28,694 from 26,373
Change+2,321 (+9%)
Value$10.5M (+$1.5M)
Filed 2026-11-04
Mizuho Securities USA LLC
INCREASED
Shares28,648 from 28,239
Change+409 (+1%)
Value$9.7M (+$78.1K)
Filed 2026-11-09
Evergreen Capital Management LLC
DECREASED
Shares28,582 from 28,631
Change-49 (0%)
Value$9.3M (-$460.2K)
Filed 2026-10-23
Acadian Asset Management LLC
INCREASED
Shares28,526 from 16,575
Change+11,951 (+72%)
Value$9.3K (+$3.6K)
Filed 2026-11-09
Gulf International Bank (UK) Ltd
UNCHANGED
Shares28,402 from 28,402
Change0 (0%)
Value$9.2K (-$440)
Filed 2026-10-20
Tritonpoint Wealth, LLC
DECREASED
Shares28,223 from 29,187
Change-964 (-3%)
Value$9.2M (-$765.6K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
INCREASED
Shares27,789 from 27,074
Change+715 (+3%)
Value$9.0M (-$186.9K)
Filed 2026-11-04
Evexia Wealth LLC
DECREASED
Shares27,649 from 27,890
Change-241 (-1%)
Value$9.9M (+$151.5K)
Filed 2026-11-05
Woodstock Corp
INCREASED
Shares27,340 from 26,550
Change+790 (+3%)
Value$8.9M (-$154.3K)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares27,146 from 27,424
Change-278 (-1%)
Value$8.8M (-$515.2K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares26,914 from 26,145
Change+769 (+3%)
Value$8.8M (-$154.7K)
Filed 2026-11-03
Advocate Group LLC
DECREASED
Shares26,800 from 27,667
Change-867 (-3%)
Value$8.7M (-$710.5K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares26,561 from 29,504
Change-2,943 (-10%)
Value$8.6K (-$1.4K)
Filed 2026-10-26
Confluence Wealth Services, Inc.
INCREASED
Shares26,170 from 21,741
Change+4,429 (+20%)
Value$8.5M (+$1.1M)
Filed 2026-11-05
Kesler, Norman & Wride, LLC
DECREASED
Shares26,077 from 26,242
Change-165 (-1%)
Value$8.5M (-$459.9K)
Filed 2026-11-06
Lowe Brockenbrough & Co Inc
DECREASED
Shares25,345 from 25,725
Change-380 (-1%)
Value$8.2M (-$522.3K)
Filed 2026-11-09
Van Cleef Asset Management,Inc
DECREASED
Shares25,322 from 25,549
Change-227 (-1%)
Value$8.2M (-$469.5K)
Filed 2026-10-20
Achmea Investment Management B.V.
DECREASED
Shares25,258 from 27,681
Change-2,423 (-9%)
Value$8.2M (+$8.2M)
Filed 2026-10-30
American Assets Investment Management, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$8.1M (-$387.3K)
Filed 2026-10-30
Choreo, LLC
INCREASED
Shares24,876 from 24,174
Change+702 (+3%)
Value$8.1M (-$145.7K)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares24,761 from 25,399
Change-638 (-3%)
Value$8.1M (-$600.9K)
Filed 2026-10-23
Meiji Yasuda America Inc
INCREASED
Shares24,679 from 19,725
Change+4,954 (+25%)
Value$8.0M (+$1.3M)
Filed 2026-10-22
Stokes Capital Advisors, LLC
DECREASED
Shares24,191 from 24,485
Change-294 (-1%)
Value$7.9M (-$474.9K)
Filed 2026-10-09
Masterinvest Kapitalanlage GmbH
INCREASED
Shares23,390 from 20,374
Change+3,016 (+15%)
Value$7.6M (+$665.4K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares23,194 from 17,151
Change+6,043 (+35%)
Value$7.5M (+$1.7M)
Filed 2026-10-14
Lockheed Martin Investment Management Co
DECREASED
Shares22,850 from 23,200
Change-350 (-2%)
Value$7.4M (-$473.2K)
Filed 2026-11-04
Benedict Financial Advisors Inc
DECREASED
Shares22,806 from 22,975
Change-169 (-1%)
Value$7.4M (-$410.8K)
Filed 2026-10-07
River Wealth Advisors LLC
DECREASED
Shares22,350 from 37,691
Change-15,341 (-41%)
Value$7.3M (-$5.6M)
Filed 2026-11-09
Westbourne Investment Advisors, Inc.
INCREASED
Shares22,216 from 22,139
Change+77 (+0%)
Value$7.2M (-$317.9K)
Filed 2026-10-20
NovaPoint Capital, LLC
DECREASED
Shares21,681 from 22,372
Change-691 (-3%)
Value$7.1M (-$571.4K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares21,555 from 20,339
Change+1,216 (+6%)
Value$7.0M (+$80.5K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares21,201 from 22,294
Change-1,093 (-5%)
Value$6.9K (-$700)
Filed 2026-10-22
Dana Investment Advisors, Inc.
DECREASED
Shares20,999 from 21,190
Change-191 (-1%)
Value$6.8M (-$390.4K)
Filed 2026-11-06
NWF Advisory Services Inc.
INCREASED
Shares20,875 from 20,584
Change+291 (+1%)
Value$6.8M (-$224.2K)
Filed 2026-10-19
UMB Bank, n.a.
DECREASED
Shares20,842 from 21,615
Change-773 (-4%)
Value$6.8M (-$586.2K)
Filed 2026-11-06
Scissortail Wealth Management, LLC
INCREASED
Shares20,598 from 20,364
Change+234 (+1%)
Value$6.7M (-$239.3K)
Filed 2026-11-03
Kintegral Advisory, LLC
INCREASED
Shares20,309 from 20,195
Change+114 (+1%)
Value$6.6M (-$268.5K)
Filed 2026-10-16
Left Brain Wealth Management, LLC
DECREASED
Shares19,931 from 20,034
Change-103 (-1%)
Value$6.5M (-$343.8K)
Filed 2026-10-28
Raiffeisen Bank International AG
INCREASED
Shares19,928 from 8,995
Change+10,933 (+122%)
Value$6.6M (+$3.5M)
Filed 2026-10-28
Trust Co of Vermont
DECREASED
Shares19,689 from 19,977
Change-288 (-1%)
Value$6.4M (-$403.1K)
Filed 2026-10-21
GC Wealth Management RIA, LLC
DECREASED
Shares19,600 from 19,931
Change-331 (-2%)
Value$6.4M (-$416.4K)
Filed 2026-11-02
Princeton Global Asset Management LLC
DECREASED
Shares19,595 from 19,625
Change-30 (0%)
Value$6.4M (-$313.7K)
Filed 2026-10-21
BAR Harbor Wealth Management
DECREASED
Shares19,388 from 19,402
Change-14 (0%)
Value$6.3M (-$305.1K)
Filed 2026-10-21
Geneos Wealth Management Inc.
INCREASED
Shares19,123 from 17,969
Change+1,154 (+6%)
Value$6.2M (+$97.1K)
Filed 2026-11-09
Baxter Bros Inc
INCREASED
Shares18,970 from 18,717
Change+253 (+1%)
Value$6.2M (-$207.6K)
Filed 2026-11-04
Hartford Investment Management Co
DECREASED
Shares18,931 from 20,083
Change-1,152 (-6%)
Value$6.2M (-$685.8K)
Filed 2026-11-04
Compass Wealth Management LLC
DECREASED
Shares18,897 from 18,923
Change-26 (0%)
Value$6.1M (-$301.6K)
Filed 2026-10-22
Brady Family Wealth, LLC
DECREASED
Shares18,649 from 20,475
Change-1,826 (-9%)
Value$6.1M (-$911.0K)
Filed 2026-11-02
Harrell Investment Partners, LLC
INCREASED
Shares18,642 from 18,631
Change+11 (+0%)
Value$6.1M (-$285.2K)
Filed 2026-10-15
Ashurst Perkins Coie Trust Co
INCREASED
Shares18,619 from 18,459
Change+160 (+1%)
Value$6.1M (-$233.7K)
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares18,485 from 16,839
Change+1,646 (+10%)
Value$6.1K (-$5.7M)
Filed 2026-11-05
Clear Trail Advisors, LLC
DECREASED
Shares18,484 from 19,164
Change-680 (-4%)
Value$6.0M (-$518.1K)
Filed 2026-10-20
Hanson & Doremus Investment Management
DECREASED
Shares18,463 from 18,946
Change-483 (-3%)
Value$6.0K (-$451)
Filed 2026-10-16
Virginia Wealth Management Group, Inc.
INCREASED
Shares18,403 from 18,367
Change+36 (+0%)
Value$6.0M (-$272.9K)
Filed 2026-10-14
New Mexico Educational Retirement Board
UNCHANGED
Shares18,037 from 18,037
Change0 (0%)
Value$5.9K (-$279)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares18,025 from 13,070
Change+4,955 (+38%)
Value$5.9M (+$1.4M)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares17,626 from 16,267
Change+1,359 (+8%)
Value$5.7M (+$190.3K)
Filed 2026-11-04
Stonebridge Financial Group, LLC
INCREASED
Shares17,379 from 16,936
Change+443 (+3%)
Value$5.7M (-$118.3K)
Filed 2026-10-01
TritonPoint Partners, LLC
DECREASED
Shares17,332 from 31,906
Change-14,574 (-46%)
Value$5.7M (-$5.3M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares17,300 from 18,400
Change-1,100 (-6%)
Value$5.6M (-$642.8K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares17,095 from 17,049
Change+46 (+0%)
Value$5.6M (-$249.4K)
Filed 2026-10-26
Slow Capital, Inc.
DECREASED
Shares17,009 from 17,060
Change-51 (0%)
Value$5.5M (-$281.0K)
Filed 2026-10-23
Bessemer Group Inc
INCREASED
Shares16,705 from 15,481
Change+1,224 (+8%)
Value$5.4K (+$160)
Filed 2026-11-09
Middleton & Co Inc
DECREASED
Shares16,698 from 16,719
Change-21 (0%)
Value$5.4M (-$265.8K)
Filed 2026-10-23
Quadrant Capital Group LLC
INCREASED
Shares16,388 from 16,376
Change+12 (+0%)
Value$5.7M (+$92.9K)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
UNCHANGED
Shares16,370 from 16,370
Change0 (0%)
Value$5.3M (-$253.6K)
Filed 2026-10-20
LMG Wealth Partners, LLC
INCREASED
Shares16,277 from 15,695
Change+582 (+4%)
Value$5.3M (-$54.1K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares16,203 from 16,430
Change-227 (-1%)
Value$5.3M (-$328.3K)
Filed 2026-10-20
Liberty Capital Management, Inc.
DECREASED
Shares16,181 from 16,672
Change-491 (-3%)
Value$5.3M (-$417.9K)
Filed 2026-11-02
Boit C F David
UNCHANGED
Shares16,165 from 16,165
Change0 (0%)
Value$5.3M (-$250.4K)
Filed 2026-10-29
KCM Investment Advisors LLC
DECREASED
Shares16,136 from 16,554
Change-418 (-3%)
Value$5.2M (-$392.3K)
Filed 2026-10-27
Machina Capital S.A.S.
DECREASED
Shares16,126 from 18,632
Change-2,506 (-13%)
Value$5.2M (-$1.1M)
Filed 2026-11-05
Trust Point Inc.
INCREASED
Shares16,126 from 15,953
Change+173 (+1%)
Value$5.2M (-$190.8K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares16,059 from 22,075
Change-6,016 (-27%)
Value$5.2M (-$2.3M)
Filed 2026-10-15
Davis-Rea Ltd.
DECREASED
Shares16,026 from 16,144
Change-118 (-1%)
Value$5.2M (-$304.8K)
Filed 2026-10-13
Douglas Lane & Associates, LLC
DECREASED
Shares15,978 from 16,418
Change-440 (-3%)
Value$5.2M (-$397.4K)
Filed 2026-10-09
Ipswich Investment Management Co., Inc.
INCREASED
Shares15,778 from 15,699
Change+79 (+1%)
Value$5.1M (-$217.5K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares15,472 from 16,253
Change-781 (-5%)
Value$5.0M (-$505.8K)
Filed 2026-10-15
Seizert Capital Partners, LLC
DECREASED
Shares15,469 from 15,882
Change-413 (-3%)
Value$5.0M (-$380.3K)
Filed 2026-10-30
IFG Advisory, LLC
INCREASED
Shares15,346 from 14,679
Change+667 (+5%)
Value$5.0M (-$10.5K)
Filed 2026-11-09
Radnor Capital Management, LLC
UNCHANGED
Shares15,323 from 15,323
Change0 (0%)
Value$5.0M (-$237.4K)
Filed 2026-10-23
Arlington Financial Advisors, LLC
DECREASED
Shares15,212 from 15,328
Change-116 (-1%)
Value$4.9M (-$275.2K)
Filed 2026-10-19
Citizens National Bank Trust Department
DECREASED
Shares15,042 from 15,584
Change-542 (-3%)
Value$4.9M (-$417.7K)
Filed 2026-11-04
Community Bank, N.A.
DECREASED
Shares14,906 from 15,108
Change-202 (-1%)
Value$4.8M (-$299.6K)
Filed 2026-11-06
Plimoth Trust Co LLC
DECREASED
Shares14,865 from 15,117
Change-252 (-2%)
Value$4.8M (-$316.1K)
Filed 2026-10-26
Romano Brothers and Company
DECREASED
Shares14,517 from 14,670
Change-153 (-1%)
Value$4.7M (-$277.0K)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares14,303 from 14,666
Change-363 (-2%)
Value$4.7M (-$345.2K)
Filed 2026-11-04
Somerset Trust Co
DECREASED
Shares14,253 from 14,560
Change-307 (-2%)
Value$4.6M (-$325.4K)
Filed 2026-10-13
Great Valley Advisor Group, Inc.
INCREASED
Shares14,176 from 11,502
Change+2,674 (+23%)
Value$4.6M (+$692.0K)
Filed 2026-11-09
Northcape Wealth Management, LLC
INCREASED
Shares14,174 from 12,558
Change+1,616 (+13%)
Value$4.6M (+$331.3K)
Filed 2026-11-04
Highland Capital Management, LLC
DECREASED
Shares14,168 from 14,328
Change-160 (-1%)
Value$4.6M (-$274.0K)
Filed 2026-10-26
Greenleaf Trust
DECREASED
Shares14,157 from 14,221
Change-64 (0%)
Value$4.6M (-$241.1K)
Filed 2026-10-29
Inlet Private Wealth, LLC
UNCHANGED
Shares14,024 from 14,024
Change0 (0%)
Value$4.6M (-$217.2K)
Filed 2026-10-21
Coastline Trust Co
DECREASED
Shares14,007 from 14,219
Change-212 (-1%)
Value$4.6M (-$289.2K)
Filed 2026-10-01
Weil Company, Inc.
INCREASED
Shares13,979 from 13,976
Change+3 (+0%)
Value$4.5M (-$215.7K)
Filed 2026-10-14
Chicago Trust Co NA
DECREASED
Shares13,890 from 14,381
Change-491 (-3%)
Value$4.5M (-$382.5K)
Filed 2026-10-28
Investment Research & Advisory Group, Inc.
DECREASED
Shares13,870 from 14,354
Change-484 (-3%)
Value$4.5M (-$380.0K)
Filed 2026-10-19
Alps Advisors Inc
DECREASED
Shares13,859 from 22,108
Change-8,249 (-37%)
Value$4.5M (-$3.0M)
Filed 2026-11-03
MV Capital Management, Inc.
INCREASED
Shares13,799 from 12,351
Change+1,448 (+12%)
Value$4.5M (+$279.6K)
Filed 2026-10-29
Unison Advisors LLC
INCREASED
Shares13,799 from 13,762
Change+37 (+0%)
Value$4.5M (-$201.1K)
Filed 2026-10-29
Level Four Advisory Services, LLC
DECREASED
Shares13,636 from 13,960
Change-324 (-2%)
Value$4.4M (-$321.1K)
Filed 2026-11-06
Financial Advisory Partners, LLC
DECREASED
Shares13,529 from 13,631
Change-102 (-1%)
Value$4.4M (-$244.3K)
Filed 2026-10-23
Clearstead Advisors, LLC
INCREASED
Shares13,392 from 13,387
Change+5 (+0%)
Value$4.4M (-$207.3K)
Filed 2026-11-06
Cohen Investment Advisors LLC
INCREASED
Shares13,346 from 13,261
Change+85 (+1%)
Value$4.3M (-$177.8K)
Filed 2026-10-20
Occidental Asset Management, LLC
INCREASED
Shares13,319 from 12,665
Change+654 (+5%)
Value$4.3M (+$16.5K)
Filed 2026-11-05
Victrix Investment Advisors
INCREASED
Shares13,290 from 13,241
Change+49 (+0%)
Value$4.3M (-$189.2K)
Filed 2026-10-13
Vista Investment Partners LLC
DECREASED
Shares13,187 from 13,325
Change-138 (-1%)
Value$4.3M (-$250.3K)
Filed 2026-10-08
Brendel Financial Advisors LLC
INCREASED
Shares13,177 from 12,840
Change+337 (+3%)
Value$4.3M (-$89.3K)
Filed 2026-11-09
Clear Harbor Asset Management, LLC
INCREASED
Shares13,059 from 6,892
Change+6,167 (+89%)
Value$4.2M (+$1.9M)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares13,052 from 11,637
Change+1,415 (+12%)
Value$4.2M (+$279.9K)
Filed 2026-10-08
Praxis Investment Management Inc
UNCHANGED
Shares12,990 from 12,990
Change0 (0%)
Value$4.2K (-$201)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
INCREASED
Shares12,876 from 12,873
Change+3 (+0%)
Value$4.2M (-$198.4K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
INCREASED
Shares12,755 from 12,687
Change+68 (+1%)
Value$4.1M (-$174.4K)
Filed 2026-10-28
Marble Harbor Investment Counsel, LLC
INCREASED
Shares12,636 from 12,516
Change+120 (+1%)
Value$4.1M (-$154.8K)
Filed 2026-11-06
New Hampshire Trust
DECREASED
Shares12,634 from 12,793
Change-159 (-1%)
Value$4.1M (-$249.9K)
Filed 2026-10-20
Elevate Capital Advisors, LLC
DECREASED
Shares12,629 from 14,514
Change-1,885 (-13%)
Value$4.1M (-$838.0K)
Filed 2026-11-02
Peterson Wealth Services
INCREASED
Shares12,590 from 12,078
Change+512 (+4%)
Value$4.1M (-$20.5K)
Filed 2026-10-26
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares12,582 from 12,582
Change0 (0%)
Value$4.1M (-$194.9K)
Filed 2026-10-26
Moors & Cabot, Inc.
INCREASED
Shares12,543 from 12,131
Change+412 (+3%)
Value$4.1M (-$53.9K)
Filed 2026-11-06
AlphaStar Capital Management, LLC
DECREASED
Shares12,519 from 13,226
Change-707 (-5%)
Value$4.1M (-$435.0K)
Filed 2026-10-16
Corbyn Investment Management Inc
DECREASED
Shares12,481 from 12,787
Change-306 (-2%)
Value$4.1M (-$297.6K)
Filed 2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares12,480 from 12,480
Change0 (0%)
Value$4.1M (-$193.3K)
Filed 2026-10-23
Smith Salley Wealth Management
INCREASED
Shares12,421 from 12,176
Change+245 (+2%)
Value$4.0M (-$109.0K)
Filed 2026-11-03
Nicollet Investment Management, Inc.
DECREASED
Shares12,328 from 12,658
Change-330 (-3%)
Value$4.0K (-$303)
Filed 2026-10-14
Delta Capital Management LLC
INCREASED
Shares12,235 from 12,160
Change+75 (+1%)
Value$4.0K (-$164)
Filed 2026-10-16
Central Bank & Trust Co
DECREASED
Shares12,124 from 12,159
Change-35 (0%)
Value$3.9M (-$199.7K)
Filed 2026-10-09
Letson Investment Management, Inc.
INCREASED
Shares12,096 from 11,954
Change+142 (+1%)
Value$3.9M (-$139.2K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
DECREASED
Shares12,090 from 12,203
Change-113 (-1%)
Value$3.9M (-$225.6K)
Filed 2026-11-04
Marathon Capital Management
DECREASED
Shares11,991 from 12,035
Change-44 (0%)
Value$3.9M (-$200.7K)
Filed 2026-10-23
Beacon Bank & Trust
DECREASED
Shares11,796 from 12,358
Change-562 (-5%)
Value$3.8M (-$374.2K)
Filed 2026-10-27
Brown Miller Wealth Management, LLC
DECREASED
Shares11,772 from 15,217
Change-3,445 (-23%)
Value$3.8M (-$1.4M)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares11,643 from 11,402
Change+241 (+2%)
Value$3.8M (-$98.3K)
Filed 2026-10-22
Patten Group, Inc.
DECREASED
Shares11,611 from 11,806
Change-195 (-2%)
Value$3.8M (-$246.3K)
Filed 2026-10-26
Orca Wealth Management, LLC
DECREASED
Shares11,558 from 11,618
Change-60 (-1%)
Value$3.8M (-$199.5K)
Filed 2026-10-14
apricus wealth, LLC
INCREASED
Shares11,524 from 11,284
Change+240 (+2%)
Value$3.7M (-$96.7K)
Filed 2026-10-26
Deane Retirement Strategies, Inc.
DECREASED
Shares11,452 from 11,516
Change-64 (-1%)
Value$3.7M (-$197.4K)
Filed 2026-10-09
Beverly Hills Private Wealth, LLC
INCREASED
Shares11,404 from 10,343
Change+1,061 (+10%)
Value$3.7M (+$184.7K)
Filed 2026-11-04
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares11,404 from 11,570
Change-166 (-1%)
Value$3.7M (-$233.2K)
Filed 2026-10-30
Walter Public Investments Inc.
NEW
Shares11,290
Change+11,290
Value$3.7M
Filed 2026-11-05
Silvant Capital Management LLC
INCREASED
Shares11,231 from 10,825
Change+406 (+4%)
Value$3.7M (-$35.6K)
Filed 2026-11-09
Argent Trust Co
INCREASED
Shares11,224 from 10,645
Change+579 (+5%)
Value$3.7M (+$23.4K)
Filed 2026-11-09
Ritholtz Wealth Management
INCREASED
Shares11,153 from 10,191
Change+962 (+9%)
Value$3.6M (+$154.9K)
Filed 2026-11-05
Culbertson A N & Co Inc
NEW
Shares11,143
Change+11,143
Value$3.6M
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares11,140 from 8,333
Change+2,807 (+34%)
Value$4.0M (+$1.0M)
Filed 2026-10-27
Argonautica Private Wealth Management, Inc
INCREASED
Shares11,140 from 11,055
Change+85 (+1%)
Value$3.6M (-$143.6K)
Filed 2026-11-02
Costello Asset Management, Inc
DECREASED
Shares11,086 from 12,743
Change-1,657 (-13%)
Value$3.6M (-$736.3K)
Filed 2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED
Shares11,027 from 10,837
Change+190 (+2%)
Value$3.6M (-$106.1K)
Filed 2026-10-22
Pictet North America Advisors SA
INCREASED
Shares10,892 from 9,430
Change+1,462 (+16%)
Value$3.5M (+$329.4K)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares10,836 from 10,480
Change+356 (+3%)
Value$3.5M (-$46.6K)
Filed 2026-10-16
North Dakota State Investment Board
INCREASED
Shares10,777 from 10,374
Change+403 (+4%)
Value$3.5M (-$29.6K)
Filed 2026-10-27
Platform Technology Partners
INCREASED
Shares10,612 from 10,527
Change+85 (+1%)
Value$3.5M (-$135.2K)
Filed 2026-11-02
Krilogy Financial LLC
INCREASED
Shares10,547 from 10,405
Change+142 (+1%)
Value$3.6M (+$93.9K)
Filed 2026-10-13
Delta Financial Advisors LLC
DECREASED
Shares10,542 from 10,559
Change-17 (0%)
Value$3.4M (-$168.8K)
Filed 2026-10-27
Naples Global Advisors, LLC
DECREASED
Shares10,494 from 10,528
Change-34 (0%)
Value$3.4M (-$174.1K)
Filed 2026-11-05
Genus Capital Management Inc.
UNCHANGED
Shares10,464 from 10,464
Change0 (0%)
Value$3.4M (-$162.1K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares10,455 from 8,738
Change+1,717 (+20%)
Value$3.4M (+$423.1K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares10,341 from 10,780
Change-439 (-4%)
Value$3.4M (-$309.6K)
Filed 2026-10-20
Griffin Asset Management, Inc.
INCREASED
Shares10,284 from 10,269
Change+15 (+0%)
Value$3.3M (-$154.2K)
Filed 2026-10-22
Argyle Capital Management, LLC
INCREASED
Shares10,282 from 10,202
Change+80 (+1%)
Value$3.3M (-$132.0K)
Filed 2026-10-28
Family Capital Trust Co
UNCHANGED
Shares10,245 from 10,245
Change0 (0%)
Value$3.3M (-$158.6K)
Filed 2026-10-22
Park National Corp
DECREASED
Shares10,133 from 10,842
Change-709 (-7%)
Value$3.3M (-$398.5K)
Filed 2026-10-05
Security National Bank
DECREASED
Shares10,030 from 10,056
Change-26 (0%)
Value$3.3M (-$164.2K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED
Shares9,900 from 8,322
Change+1,578 (+19%)
Value$3.2M (+$384.1K)
Filed 2026-10-20
Vista Investment Partners II, LLC
INCREASED
Shares9,669 from 9,479
Change+190 (+2%)
Value$3.1M (-$85.0K)
Filed 2026-10-15
LVW Advisors, LLC
INCREASED
Shares9,654 from 9,551
Change+103 (+1%)
Value$3.1M (-$114.4K)
Filed 2026-10-19
Beacon Financial Group
DECREASED
Shares9,597 from 9,794
Change-197 (-2%)
Value$3.1M (-$216.0K)
Filed 2026-10-19
Cornerstone Planning, LLC
INCREASED
Shares9,554 from 9,499
Change+55 (+1%)
Value$3.2M (-$26.7K)
Filed 2026-10-27
Imc-Chicago, LLC
NEW
Shares9,470
Change+9,470
Value$3.1M
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares9,412 from 9,422
Change-10 (0%)
Value$3.1M (-$257.4K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares9,359 from 12,711
Change-3,352 (-26%)
Value$3.0M (-$1.3M)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares9,291 from 1,167
Change+8,124 (+696%)
Value$3.0M (+$2.6M)
Filed 2026-10-16
Nelson Capital Management, LLC
DECREASED
Shares9,278 from 9,530
Change-252 (-3%)
Value$3.0M (-$229.6K)
Filed 2026-11-09
King Luther Capital Management Corp
INCREASED
Shares9,232 from 9,122
Change+110 (+1%)
Value$3.0M (-$105.5K)
Filed 2026-11-05
First Citizens Bank & Trust Co
INCREASED
Shares9,121 from 4,685
Change+4,436 (+95%)
Value$3.0M (+$1.4M)
Filed 2026-10-14
Securian Asset Management, Inc
DECREASED
Shares9,120 from 9,585
Change-465 (-5%)
Value$3.0M (-$409.2K)
Filed 2026-11-06
Cohen Klingenstein LLC
UNCHANGED
Shares9,120 from 9,120
Change0 (0%)
Value$3.0M (-$141.3K)
Filed 2026-10-15
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares9,094 from 9,094
Change0 (0%)
Value$3.0M (-$140.9K)
Filed 2026-10-26
Legacy Wealth Management, LLC / MS
DECREASED
Shares8,982 from 9,757
Change-775 (-8%)
Value$2.9M (-$403.2K)
Filed 2026-10-30
Lincoln Capital LLC
INCREASED
Shares8,791 from 8,763
Change+28 (+0%)
Value$2.9M (-$107.1K)
Filed 2026-10-09
IFP Advisors, Inc
DECREASED
Shares8,741 from 9,346
Change-605 (-6%)
Value$2.8M (-$341.5K)
Filed 2026-10-16
Solidarity Wealth, LLC
NEW
Shares8,737
Change+8,737
Value$2.8M
Filed 2026-10-15
Concord Wealth Partners
INCREASED
Shares8,701 from 8,627
Change+74 (+1%)
Value$2.8M (-$109.8K)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED
Shares8,660 from 2,290
Change+6,370 (+278%)
Value$2.8M (+$2.0M)
Filed 2026-10-29
Herold Advisors, Inc.
DECREASED
Shares8,641 from 9,020
Change-379 (-4%)
Value$2.8M (-$262.5K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares8,589 from 8,544
Change+45 (+1%)
Value$2.8M (-$117.6K)
Filed 2026-10-27
Concord Asset Management, LLC
INCREASED
Shares8,531 from 8,257
Change+274 (+3%)
Value$2.8M (-$38.7K)
Filed 2026-11-02
Wealth Intelligence, LLC
INCREASED
Shares8,512 from 8,493
Change+19 (+0%)
Value$2.8M (-$125.4K)
Filed 2026-10-16
Ascent Group, LLC
INCREASED
Shares8,487 from 8,086
Change+401 (+5%)
Value$2.8M (+$5.2K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
INCREASED
Shares8,422 from 7,111
Change+1,311 (+18%)
Value$2.7M (+$316.4K)
Filed 2026-11-04
Chicago Capital, LLC
DECREASED
Shares8,402 from 8,561
Change-159 (-2%)
Value$2.7M (-$184.1K)
Filed 2026-10-13
InTrack Investment Management Inc
DECREASED
Shares8,281 from 8,960
Change-679 (-8%)
Value$2.7M (-$359.6K)
Filed 2026-10-15
Freedom Day Solutions, LLC
INCREASED
Shares8,241 from 8,210
Change+31 (+0%)
Value$2.7M (-$117.2K)
Filed 2026-10-20
Coldstream Capital Management Inc
DECREASED
Shares8,209 from 9,741
Change-1,532 (-16%)
Value$2.7M (-$649.7K)
Filed 2026-11-09
VestGen Advisors, LLC
DECREASED
Shares8,206 from 8,222
Change-16 (0%)
Value$2.7M (-$132.5K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares8,182 from 8,083
Change+99 (+1%)
Value$2.7M (-$93.2K)
Filed 2026-11-05
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares8,176 from 7,933
Change+243 (+3%)
Value$2.7M (-$43.8K)
Filed 2026-10-14
Compass Capital Management, Inc
NEW
Shares8,160
Change+8,160
Value$2.7M
Filed 2026-11-06
Joel Isaacson & Co., LLC
INCREASED
Shares8,130 from 7,751
Change+379 (+5%)
Value$2.6M (+$3.3K)
Filed 2026-11-05
Lantz Financial LLC
DECREASED
Shares8,099 from 8,298
Change-199 (-2%)
Value$2.6M (-$193.3K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares8,029 from 7,907
Change+122 (+2%)
Value$2.6M (-$82.9K)
Filed 2026-10-21
Harbour Investments, Inc.
DECREASED
Shares8,013 from 8,791
Change-778 (-9%)
Value$2.6M (-$389.3K)
Filed 2026-11-09
LBP AM SA
NEW
Shares7,990
Change+7,990
Value$2.6M
Filed 2026-11-06
Fort Washington Investment Advisors Inc
DECREASED
Shares7,894 from 8,348
Change-454 (-5%)
Value$2.6M (-$277.0K)
Filed 2026-10-15
Equitable Trust Co
DECREASED
Shares7,891 from 8,693
Change-802 (-9%)
Value$2.6M (-$395.5K)
Filed 2026-10-13
Frank, Rimerman Advisors LLC
UNCHANGED
Shares7,866 from 7,866
Change0 (0%)
Value$2.6M (-$121.8K)
Filed 2026-10-16
Monarch Capital Management Inc
UNCHANGED
Shares7,853 from 7,853
Change0 (0%)
Value$2.6M (-$121.7K)
Filed 2026-10-19
Money Concepts Capital Corp
INCREASED
Shares7,786 from 7,068
Change+718 (+10%)
Value$2.5M (+$123.9K)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares7,711 from 8,001
Change-290 (-4%)
Value$2.5M (-$218.3K)
Filed 2026-10-23
Capital Investment Advisors, LLC
INCREASED
Shares7,678 from 7,338
Change+340 (+5%)
Value$2.5M (-$3.0K)
Filed 2026-10-22
Phoenix Wealth Advisors
DECREASED
Shares7,676 from 7,812
Change-136 (-2%)
Value$2.5M (-$165.2K)
Filed 2026-11-03
West Michigan Advisors, LLC
DECREASED
Shares7,632 from 7,781
Change-149 (-2%)
Value$2.5M (-$161.2K)
Filed 2026-11-09
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares7,623 from 7,322
Change+301 (+4%)
Value$2.5M (-$15.5K)
Filed 2026-10-07
Wescott Financial Advisory Group, LLC
INCREASED
Shares7,519 from 7,483
Change+36 (+0%)
Value$2.4M (-$104.2K)
Filed 2026-11-09
Perpetual Ltd
DECREASED
Shares7,502 from 8,266
Change-764 (-9%)
Value$2.4M (-$376.5K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares7,339 from 7,394
Change-55 (-1%)
Value$2.4M (-$132.4K)
Filed 2026-10-23
Prosperitas Financial LLC
NEW
Shares7,336
Change+7,336
Value$2.4M
Filed 2026-10-28
Plato Investment Management Ltd
DECREASED
Shares7,328 from 7,410
Change-82 (-1%)
Value$2.4M (-$117.4K)
Filed 2026-11-05
Lederer & Associates Investment Counsel
DECREASED
Shares7,309 from 7,367
Change-58 (-1%)
Value$2.4K (-$133)
Filed 2026-10-23
Aries Wealth Management
DECREASED
Shares7,275 from 7,398
Change-123 (-2%)
Value$2.4M (-$154.6K)
Filed 2026-10-23
CrossGen Wealth, LLC
INCREASED
Shares7,257 from 6,992
Change+265 (+4%)
Value$2.4M (-$22.1K)
Filed 2026-10-30
Stillwater Wealth Management Group
INCREASED
Shares7,249 from 7,020
Change+229 (+3%)
Value$2.4M (-$34.3K)
Filed 2026-10-21
Mount Lucas Management LP
NEW
Shares7,228
Change+7,228
Value$2.4M
Filed 2026-11-09
Sowell Financial Services LLC
DECREASED
Shares7,164 from 7,236
Change-72 (-1%)
Value$2.3M (-$135.5K)
Filed 2026-10-23
New England Research & Management, Inc.
DECREASED
Shares7,145 from 7,150
Change-5 (0%)
Value$2.3M (-$112.4K)
Filed 2026-10-16
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares7,095 from 7,320
Change-225 (-3%)
Value$2.3K (-$187)
Filed 2026-10-14
Bowen Hanes & Co Inc
DECREASED
Shares7,055 from 7,095
Change-40 (-1%)
Value$2.3M (-$17.8K)
Filed 2026-11-09
Parallel Advisors, LLC
DECREASED
Shares7,039 from 7,213
Change-174 (-2%)
Value$2.3M (-$168.4K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares7,031 from 6,938
Change+93 (+1%)
Value$2.3M (-$77.2K)
Filed 2026-10-14
Bank Pictet & Cie (Europe) AG
INCREASED
Shares7,024 from 6,643
Change+381 (+6%)
Value$2.3M (+$21.0K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
NEW
Shares6,906
Change+6,906
Value$2.2M
Filed 2026-10-26
Neville Rodie & Shaw Inc
UNCHANGED
Shares6,874 from 6,874
Change0 (0%)
Value$2.2K (-$106)
Filed 2026-10-05
Ferguson Wellman Capital Management, Inc
INCREASED
Shares6,864 from 6,820
Change+44 (+1%)
Value$2.2M (-$91.3K)
Filed 2026-10-05
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares6,775 from 6,775
Change0 (0%)
Value$2.2M (+$2.2M)
Filed 2026-11-06
TMB Capital Partners, LLC
INCREASED
Shares6,750 from 6,674
Change+76 (+1%)
Value$2.2M (-$78.4K)
Filed 2026-10-20
Impact Partnership Wealth, LLC
INCREASED
Shares6,674 from 6,456
Change+218 (+3%)
Value$2.2M (-$29.1K)
Filed 2026-11-09
TD Private Client Wealth LLC
INCREASED
Shares6,647 from 6,254
Change+393 (+6%)
Value$2.2M (+$30.9K)
Filed 2026-10-28
Lyell Wealth Management, LP
INCREASED
Shares6,532 from 6,446
Change+86 (+1%)
Value$2.1M (-$71.9K)
Filed 2026-10-30
Family Legacy, Inc.
DECREASED
Shares6,531 from 6,553
Change-22 (0%)
Value$2.1M (-$108.7K)
Filed 2026-10-13
Eastern Bank
UNCHANGED
Shares6,496 from 6,496
Change0 (0%)
Value$2.1M (-$100.6K)
Filed 2026-10-05
Quadcap Wealth Management, LLC
DECREASED
Shares6,464 from 6,815
Change-351 (-5%)
Value$2.1M (-$219.6K)
Filed 2026-11-02
Littlejohn Financial Services, Inc.
DECREASED
Shares6,442 from 8,080
Change-1,638 (-20%)
Value$2.1M (-$657.9K)
Filed 2026-11-06
Nicholson Wealth Management Group, LLC
DECREASED
Shares6,415 from 6,596
Change-181 (-3%)
Value$2.1M (-$161.0K)
Filed 2026-11-09
Demars Financial Group, LLC
DECREASED
Shares6,410 from 6,442
Change-32 (0%)
Value$2.1M (-$110.0K)
Filed 2026-10-22
Oak Thistle LLC
NEW
Shares6,377
Change+6,377
Value$2.1M
Filed 2026-10-21
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares6,368 from 18,742
Change-12,374 (-66%)
Value$2.1M (-$4.3M)
Filed 2026-10-16
Jefferson Bridge Capital, LLC
UNCHANGED
Shares6,355 from 6,355
Change0 (0%)
Value$2.1M (-$98.4K)
Filed 2026-11-06
Missouri Trust & Investment Co
INCREASED
Shares6,302 from 6,167
Change+135 (+2%)
Value$2.0M (-$112.9K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares6,199 from 5,695
Change+504 (+9%)
Value$2.0M (+$75.5K)
Filed 2026-11-04
Ballast, Inc.
INCREASED
Shares6,178 from 5,986
Change+192 (+3%)
Value$2.0M (-$30.3K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,177 from 6,220
Change-43 (-1%)
Value$2.0M (-$126.3K)
Filed 2026-10-13
Nichols & Pratt Advisers LLP
INCREASED
Shares6,115 from 6,005
Change+110 (+2%)
Value$2.0M (-$20.2K)
Filed 2026-10-13
Sierra Summit Advisors LLC
INCREASED
Shares6,023 from 5,872
Change+151 (+3%)
Value$2.0M (-$41.8K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares6,001 from 6,107
Change-106 (-2%)
Value$2.0M (-$129.2K)
Filed 2026-10-29
Eagle Global Advisors LLC
DECREASED
Shares6,000 from 6,008
Change-8 (0%)
Value$2.0M (-$95.7K)
Filed 2026-11-02
Inscription Capital, LLC
DECREASED
Shares5,940 from 6,541
Change-601 (-9%)
Value$1.9M (-$296.7K)
Filed 2026-11-02
Thoroughbred Financial Services, LLC
DECREASED
Shares5,940 from 5,974
Change-34 (-1%)
Value$1.9K (-$103)
Filed 2026-11-09
Wedmont Private Capital
INCREASED
Shares5,932 from 5,743
Change+189 (+3%)
Value$2.0M (+$41.9K)
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares5,906 from 5,903
Change+3 (+0%)
Value$1.9M (-$90.5K)
Filed 2026-10-28
Towne Trust Company, N.a
DECREASED
Shares5,886 from 5,926
Change-40 (-1%)
Value$1.9M (-$104.8K)
Filed 2026-10-28
Thompson Davis & Co., Inc.
DECREASED
Shares5,875 from 6,025
Change-150 (-2%)
Value$1.9M (-$142.1K)
Filed 2026-11-05
Gilliland Jeter Wealth Management LLC
DECREASED
Shares5,874 from 6,050
Change-176 (-3%)
Value$1.9M (-$150.9K)
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares5,820 from 5,694
Change+126 (+2%)
Value$1.9M (-$47.3K)
Filed 2026-11-05
Sage Capital Advisors,llc
INCREASED
Shares5,817 from 5,816
Change+1 (+0%)
Value$1.9M (-$89.8K)
Filed 2026-10-13
PFS Partners, LLC
DECREASED
Shares5,781 from 6,393
Change-612 (-10%)
Value$1.9M (-$298.4K)
Filed 2026-10-21
Center for Wealth Management Advisory
INCREASED
Shares5,771 from 882
Change+4,889 (+554%)
Value$1.9M (+$1.6M)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares5,771 from 5,729
Change+42 (+1%)
Value$1.9M (-$75.2K)
Filed 2026-10-13
Guyasuta Investment Advisors Inc
UNCHANGED
Shares5,749 from 5,749
Change0 (0%)
Value$1.9M (-$89.1K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
INCREASED
Shares5,746 from 5,583
Change+163 (+3%)
Value$1.9M (-$33.5K)
Filed 2026-10-27
Vavra Capital Management, LLC
UNCHANGED
Shares5,701 from 5,701
Change0 (0%)
Value$1.9M (-$88.3K)
Filed 2026-10-14
Valmark Advisers, Inc.
INCREASED
Shares5,674 from 5,594
Change+80 (+1%)
Value$1.8M (-$60.6K)
Filed 2026-11-06
Ascentis Independent Advisors
INCREASED
Shares5,581 from 133
Change+5,448 (+4096%)
Value$1.8M (+$1.8M)
Filed 2026-11-03
Roxbury Financial LLC
DECREASED
Shares5,521 from 5,561
Change-40 (-1%)
Value$1.8M (-$99.4K)
Filed 2026-10-01
Fisher Asset Management, LLC
INCREASED
Shares5,501 from 5,317
Change+184 (+3%)
Value$1.8M (-$22.5K)
Filed 2026-11-06
Alkeme Wealth, LLC
DECREASED
Shares5,458 from 5,687
Change-229 (-4%)
Value$1.8M (-$162.6K)
Filed 2026-10-08
Davidson Trust Co
DECREASED
Shares5,455 from 6,253
Change-798 (-13%)
Value$1.8M (-$356.4K)
Filed 2026-10-09
Aaron Wealth Advisors LLC
DECREASED
Shares5,434 from 5,915
Change-481 (-8%)
Value$1.8M (-$248.1K)
Filed 2026-10-13
Sage Investment Counsel LLC
INCREASED
Shares5,366 from 5,330
Change+36 (+1%)
Value$1.7M (-$70.8K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
DECREASED
Shares5,349 from 5,379
Change-30 (-1%)
Value$1.7M (-$93.0K)
Filed 2026-10-23
NBT Bank, N.A.
DECREASED
Shares5,333 from 6,295
Change-962 (-15%)
Value$1.7M (-$410.4K)
Filed 2026-10-21
Claro Advisors Inc.
INCREASED
Shares5,329 from 5,130
Change+199 (+4%)
Value$1.7M (-$15.0K)
Filed 2026-11-02
Cordatus Wealth Management LLC
DECREASED
Shares5,313 from 5,343
Change-30 (-1%)
Value$1.7M (-$92.5K)
Filed 2026-10-19
Shayne & Jacobs, LLC
UNCHANGED
Shares5,310 from 5,310
Change0 (0%)
Value$1.7M (-$82.3K)
Filed 2026-10-21
Stablepoint Partners, LLC
DECREASED
Shares5,296 from 5,802
Change-506 (-9%)
Value$1.7M (-$254.4K)
Filed 2026-11-03
First National Trust Co
DECREASED
Shares5,265 from 5,418
Change-153 (-3%)
Value$1.7M (-$133.7K)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares5,262 from 5,304
Change-42 (-1%)
Value$1.7M (-$95.7K)
Filed 2026-11-05
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares5,243 from 5,464
Change-221 (-4%)
Value$1.7M (-$156.5K)
Filed 2026-11-09
Central Pacific Bank - Trust Division
UNCHANGED
Shares5,231 from 5,231
Change0 (0%)
Value$1.7M (-$81.0K)
Filed 2026-10-06
Compound Planning, Inc.
DECREASED
Shares5,223 from 5,393
Change-170 (-3%)
Value$1.7M (-$138.8K)
Filed 2026-11-09
Columbia Bank
INCREASED
Shares5,177 from 5,089
Change+88 (+2%)
Value$1.7M (-$50.2K)
Filed 2026-10-29
Meridian Investment Counsel Inc.
DECREASED
Shares5,129 from 7,990
Change-2,861 (-36%)
Value$1.7M (-$1.1M)
Filed 2026-10-14
Legacy Wealth Asset Management, LLC
INCREASED
Shares5,076 from 5,047
Change+29 (+1%)
Value$1.7M (-$68.7K)
Filed 2026-10-09
Journey Advisory Group, LLC
DECREASED
Shares5,012 from 5,079
Change-67 (-1%)
Value$1.6M (-$100.5K)
Filed 2026-11-04
Parcion Private Wealth LLC
INCREASED
Shares4,984 from 4,468
Change+516 (+12%)
Value$1.6M (+$98.6K)
Filed 2026-10-28
Sepio Capital, LP
DECREASED
Shares4,967 from 5,274
Change-307 (-6%)
Value$1.6M (-$181.5K)
Filed 2026-10-22
Willow Creek Capital Management, Inc.
UNCHANGED
Shares4,955 from 4,955
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-16
Granite Investment Partners, LLC
INCREASED
Shares4,898 from 3,296
Change+1,602 (+49%)
Value$1.6M (+$470.0K)
Filed 2026-11-04
Monte Financial Group, LLC
DECREASED
Shares4,831 from 4,842
Change-11 (0%)
Value$1.6M (-$126.7K)
Filed 2026-11-02
CNB Bank
INCREASED
Shares4,815 from 4,751
Change+64 (+1%)
Value$1.6M (-$52.8K)
Filed 2026-11-09
Arista Wealth Management, LLC
INCREASED
Shares4,780 from 4,771
Change+9 (+0%)
Value$1.6M (-$71.0K)
Filed 2026-10-29
Burney Co/
DECREASED
Shares4,777 from 4,845
Change-68 (-1%)
Value$1.6M (-$97.2K)
Filed 2026-10-15
Wright Investors Service Inc
DECREASED
Shares4,751 from 4,815
Change-64 (-1%)
Value$1.5M (-$95.4K)
Filed 2026-11-02
Valley National Advisers Inc
INCREASED
Shares4,746 from 4,745
Change+1 (+0%)
Value$1.5M (-$73.2K)
Filed 2026-10-23
DB Fitzpatrick & Co, Inc
DECREASED
Shares4,737 from 4,807
Change-70 (-1%)
Value$1.5M (-$97.2K)
Filed 2026-10-19
Montag A & Associates Inc
UNCHANGED
Shares4,725 from 4,725
Change0 (0%)
Value$1.5M (-$73.2K)
Filed 2026-10-29
Meridian Wealth Management, LLC
DECREASED
Shares4,687 from 4,702
Change-15 (0%)
Value$1.5M (-$77.9K)
Filed 2026-11-05
AA Financial Advisors, LLC
INCREASED
Shares4,683 from 4,613
Change+70 (+2%)
Value$1.5M (-$48.6K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED
Shares4,627 from 4,555
Change+72 (+2%)
Value$1.5M (-$47.0K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,624 from 3,377
Change+1,247 (+37%)
Value$1.5M (+$353.3K)
Filed 2026-10-27
Applied Capital LLC
UNCHANGED
Shares4,609 from 4,609
Change0 (0%)
Value$1.5M (-$71.4K)
Filed 2026-10-07
Trust Co of Oklahoma
DECREASED
Shares4,577 from 4,904
Change-327 (-7%)
Value$1.5M (-$182.3K)
Filed 2026-10-15
AMG National Trust Bank
INCREASED
Shares4,568 from 4,391
Change+177 (+4%)
Value$1.5M (-$10.4K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares4,561 from 4,251
Change+310 (+7%)
Value$1.5M (+$35.2K)
Filed 2026-10-26
R Squared Ltd
NEW
Shares4,490
Change+4,490
Value$1.5M
Filed 2026-11-06
Legacy Financial Advisors, Inc.
INCREASED
Shares4,471 from 4,403
Change+68 (+2%)
Value$1.5M (-$46.1K)
Filed 2026-11-09
Legacy Private Trust Co.
DECREASED
Shares4,445 from 4,655
Change-210 (-5%)
Value$1.4M (-$140.4K)
Filed 2026-10-06
Baker Avenue Asset Management, LP
INCREASED
Shares4,437 from 3,898
Change+539 (+14%)
Value$1.4M (+$114.9K)
Filed 2026-11-06
Huntleigh Advisors, Inc.
INCREASED
Shares4,435 from 4,367
Change+68 (+2%)
Value$1.4M (-$45.4K)
Filed 2026-11-03
Asset Planning,Inc
INCREASED
Shares4,409 from 4,397
Change+12 (+0%)
Value$1.4M (-$64.3K)
Filed 2026-10-26
Advisory Resource Group
INCREASED
Shares4,406 from 4,119
Change+287 (+7%)
Value$1.4M (+$29.7K)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares4,399 from 4,629
Change-230 (-5%)
Value$1.4M (-$146.6K)
Filed 2026-10-22
Certuity, LLC
DECREASED
Shares4,384 from 4,564
Change-180 (-4%)
Value$1.4M (-$129.3K)
Filed 2026-11-02
Harold Davidson & Associates Inc.
DECREASED
Shares4,382 from 4,440
Change-58 (-1%)
Value$1.4M (-$87.8K)
Filed 2026-10-29
CWA Asset Management Group, LLC
DECREASED
Shares4,339 from 4,429
Change-90 (-2%)
Value$1.4M (-$97.9K)
Filed 2026-10-19
Wealth Quarterback LLC
DECREASED
Shares4,331 from 5,142
Change-811 (-16%)
Value$1.4M (-$343.3K)
Filed 2026-10-20
Curated Wealth Partners LLC
NEW
Shares4,274
Change+4,274
Value$1.4M
Filed 2026-10-15
Pine Valley Investments Ltd Liability Co
INCREASED
Shares4,259 from 4,254
Change+5 (+0%)
Value$1.4M (-$64.2K)
Filed 2026-11-09
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares4,256 from 4,256
Change0 (0%)
Value$1.4M (-$65.9K)
Filed 2026-10-20
Canandaigua National Bank & Trust Co
DECREASED
Shares4,255 from 4,518
Change-263 (-6%)
Value$1.4M (-$155.5K)
Filed 2026-10-07
Meadow Creek Wealth Advisors LLC
DECREASED
Shares4,212 from 4,331
Change-119 (-3%)
Value$1.4M (-$105.8K)
Filed 2026-11-02
Rudd Co d/b/a Styre Wealth
NEW
Shares4,199
Change+4,199
Value$1.5M
Filed 2026-10-29
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares4,186 from 3,711
Change+475 (+13%)
Value$1.4M (+$97.0K)
Filed 2026-10-15
Verus Capital Partners, LLC
DECREASED
Shares4,165 from 4,209
Change-44 (-1%)
Value$1.4M (-$79.6K)
Filed 2026-11-03
Westhampton Capital, LLC
DECREASED
Shares4,145 from 4,190
Change-45 (-1%)
Value$1.3M (-$79.5K)
Filed 2026-10-30
Nordwand Advisors, LLC
INCREASED
Shares4,143 from 4,121
Change+22 (+1%)
Value$1.3M (-$56.7K)
Filed 2026-11-05
Cove Private Wealth, LLC
INCREASED
Shares4,121 from 4,015
Change+106 (+3%)
Value$1.3M (-$27.7K)
Filed 2026-10-28
BKM Wealth Management, LLC
DECREASED
Shares4,120 from 4,593
Change-473 (-10%)
Value$1.3M (-$225.0K)
Filed 2026-10-22
Trust Asset Management LLC
UNCHANGED
Shares4,096 from 4,096
Change0 (0%)
Value$1.3M (-$63.4K)
Filed 2026-11-03
Central Trust Co
INCREASED
Shares4,071 from 3,630
Change+441 (+12%)
Value$1.3M (+$87.2K)
Filed 2026-11-05
Csenge Advisory Group
INCREASED
Shares4,059 from 2,971
Change+1,088 (+37%)
Value$1.3M (+$307.6K)
Filed 2026-11-04
Delphi Management Inc
DECREASED
Shares4,053 from 4,145
Change-92 (-2%)
Value$1.3K (-$94)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares4,031 from 4,040
Change-9 (0%)
Value$1.3M (-$65.5K)
Filed 2026-10-23
Shikiar Asset Management Inc
DECREASED
Shares4,029 from 4,174
Change-145 (-3%)
Value$1.3K (-$112)
Filed 2026-10-20
Procyon Advisors, LLC
DECREASED
Shares4,003 from 4,323
Change-320 (-7%)
Value$1.3M (-$170.9K)
Filed 2026-10-21
TigerOak Management, L.L.C.
DECREASED
Shares3,955 from 3,961
Change-6 (0%)
Value$1.3M (-$63.3K)
Filed 2026-10-23
Vann Equity Management LLC
INCREASED
Shares3,951 from 3,208
Change+743 (+23%)
Value$1.3M (+$192.2K)
Filed 2026-10-08
Valeo Financial Advisors, LLC
INCREASED
Shares3,927 from 3,651
Change+276 (+8%)
Value$1.3M (+$33.2K)
Filed 2026-10-08
Principle Wealth Partners LLC
INCREASED
Shares3,882 from 3,616
Change+266 (+7%)
Value$1.3M (+$30.5K)
Filed 2026-11-02
Gryphon Financial Partners LLC
DECREASED
Shares3,878 from 3,911
Change-33 (-1%)
Value$1.3M (-$71.3K)
Filed 2026-11-04
Formidable Asset Management, LLC
DECREASED
Shares3,866 from 4,126
Change-260 (-6%)
Value$1.3M (-$27.5K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares3,841 from 3,876
Change-35 (-1%)
Value$1.2M (-$71.4K)
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares3,807 from 3,785
Change+22 (+1%)
Value$1.2M (-$51.3K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares3,775 from 3,722
Change+53 (+1%)
Value$1.2M (-$40.4K)
Filed 2026-10-23
Grey Ledge Advisors, LLC
INCREASED
Shares3,775 from 3,772
Change+3 (+0%)
Value$1.2M (-$57.6K)
Filed 2026-11-02
Obermeyer Wealth Partners
UNCHANGED
Shares3,773 from 3,773
Change0 (0%)
Value$1.2M (-$58.4K)
Filed 2026-10-21
Lakeside Advisors, Inc.
UNCHANGED
Shares3,768 from 3,768
Change0 (0%)
Value$1.2M (-$58.4K)
Filed 2026-10-20
Impact Capital Partners LLC
DECREASED
Shares3,758 from 5,361
Change-1,603 (-30%)
Value$1.2M (-$604.4K)
Filed 2026-10-22
Epiq Partners, LLC
UNCHANGED
Shares3,714 from 3,714
Change0 (0%)
Value$1.2M (-$57.5K)
Filed 2026-10-07
Tuttle Capital Management, LLC
INCREASED
Shares3,706 from 1,242
Change+2,464 (+198%)
Value$1.2M (+$782.2K)
Filed 2026-10-21
Catalyst Financial Partners LLC
INCREASED
Shares3,705 from 3,676
Change+29 (+1%)
Value$1.2M (-$47.5K)
Filed 2026-11-06
Diversify Advisory Services, LLC
INCREASED
Shares3,663 from 3,170
Change+493 (+16%)
Value$1.3M (+$154.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares3,663 from 3,170
Change+493 (+16%)
Value$1.3M (+$154.4K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
DECREASED
Shares3,651 from 5,408
Change-1,757 (-32%)
Value$1.2M (-$655.6K)
Filed 2026-11-05
Soltis Investment Advisors LLC
INCREASED
Shares3,628 from 3,194
Change+434 (+14%)
Value$1.2M (+$91.7K)
Filed 2026-10-28
SYM Financial Corp
INCREASED
Shares3,626 from 3,447
Change+179 (+5%)
Value$1.2M (+$4.7K)
Filed 2026-10-26
Welch Group, LLC
INCREASED
Shares3,583 from 3,204
Change+379 (+12%)
Value$1.2M (+$73.6K)
Filed 2026-10-29
Saxon Interests, Inc.
DECREASED
Shares3,563 from 3,642
Change-79 (-2%)
Value$1.2M (-$82.4K)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares3,532 from 3,670
Change-138 (-4%)
Value$1.1M (-$101.7K)
Filed 2026-11-03
KRS Capital Management, LLC
DECREASED
Shares3,516 from 3,518
Change-2 (0%)
Value$1.1M (-$55.0K)
Filed 2026-10-16
Advisor OS, LLC
DECREASED
Shares3,480 from 4,698
Change-1,218 (-26%)
Value$1.1M (-$469.1K)
Filed 2026-11-03
V-Square Quantitative Management LLC
INCREASED
Shares3,473 from 2,380
Change+1,093 (+46%)
Value$1.1M (+$318.6K)
Filed 2026-10-15
Sippican Capital Advisors
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$1.1M (-$53.4K)
Filed 2026-10-23
Central Valley Advisors, LLC
DECREASED
Shares3,444 from 3,646
Change-202 (-6%)
Value$1.1M (-$122.1K)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,438 from 3,333
Change+105 (+3%)
Value$1.1M (-$16.8K)
Filed 2026-10-16
Matauro, LLC
NEW
Shares3,393
Change+3,393
Value$1.1M
Filed 2026-11-03
Gratus Wealth Advisors, LLC
DECREASED
Shares3,386 from 3,387
Change-1 (0%)
Value$1.1M (-$52.8K)
Filed 2026-10-26
Mattern Wealth Management LLC
DECREASED
Shares3,363 from 3,481
Change-118 (-3%)
Value$1.1M (-$92.3K)
Filed 2026-11-04
Emprise Bank
DECREASED
Shares3,359 from 3,453
Change-94 (-3%)
Value$1.1M (-$84.1K)
Filed 2026-10-07
Lecap Asset Management LTD
NEW
Shares3,343
Change+3,343
Value$1.1M
Filed 2026-10-27
Sentry LLC
DECREASED
Shares3,341 from 3,461
Change-120 (-3%)
Value$1.1M (-$92.6K)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares3,340 from 2,379
Change+961 (+40%)
Value$1.1M (+$275.7K)
Filed 2026-10-19
FC Advisory LLC
UNCHANGED
Shares3,330 from 3,330
Change0 (0%)
Value$1.1M (-$51.6K)
Filed 2026-10-05
Harbour Capital Advisors, LLC
UNCHANGED
Shares3,321 from 3,321
Change0 (0%)
Value$1.1M (-$71.6K)
Filed 2026-10-13
71 West Capital Partners
INCREASED
Shares3,317 from 3,299
Change+18 (+1%)
Value$1.1M (-$45.2K)
Filed 2026-11-04
International Assets Investment Management, LLC
DECREASED
Shares3,301 from 3,450
Change-149 (-4%)
Value$1.1M (-$117.0K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares3,285 from 2,238
Change+1,047 (+47%)
Value$1.1M (+$339.0K)
Filed 2026-10-13
Profund Advisors LLC
INCREASED
Shares3,268 from 3,022
Change+246 (+8%)
Value$1.1M (+$33.2K)
Filed 2026-10-29
Cigna Investments Inc
DECREASED
Shares3,268 from 3,362
Change-94 (-3%)
Value$1.1K (-$83)
Filed 2026-10-19
SVB Wealth LLC
DECREASED
Shares3,264 from 3,422
Change-158 (-5%)
Value$1.1M (-$104.4K)
Filed 2026-11-06
Invera Wealth Advisors, LLC
INCREASED
Shares3,222 from 3,156
Change+66 (+2%)
Value$1.0M (-$27.4K)
Filed 2026-10-28
First American Bank
INCREASED
Shares3,221 from 3,134
Change+87 (+3%)
Value$1.0M (-$20.2K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
INCREASED
Shares3,212 from 3,211
Change+1 (+0%)
Value$1.0M (-$49.5K)
Filed 2026-10-26
Essential Partners LLC
INCREASED
Shares3,210 from 3,190
Change+20 (+1%)
Value$1.0M (-$42.9K)
Filed 2026-10-14
Mill Capital Management, LLC
UNCHANGED
Shares3,210 from 3,210
Change0 (0%)
Value$1.0M (-$49.7K)
Filed 2026-10-26
Grove Bank & Trust
INCREASED
Shares3,193 from 3,169
Change+24 (+1%)
Value$1.0M (-$41.3K)
Filed 2026-10-08
denkapparat Operations GmbH
DECREASED
Shares3,160 from 5,012
Change-1,852 (-37%)
Value$1.0M (-$680.0K)
Filed 2026-11-09
First Bank & Trust
INCREASED
Shares3,158 from 3,149
Change+9 (+0%)
Value$1.0M (-$45.9K)
Filed 2026-10-19
Drive Wealth Management, LLC
INCREASED
Shares3,157 from 3,148
Change+9 (+0%)
Value$1.0M (-$45.6K)
Filed 2026-11-09
Mitchell Sinkler & Starr
DECREASED
Shares3,135 from 3,141
Change-6 (0%)
Value$1.0M (-$50.6K)
Filed 2026-10-13
Canopy Partners, LLC
INCREASED
Shares3,126 from 3,000
Change+126 (+4%)
Value$1.0M (-$5.5K)
Filed 2026-10-28
Zega Investments, LLC
UNCHANGED
Shares3,125 from 3,125
Change0 (0%)
Value$1.0M (-$48.4K)
Filed 2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares3,109 from 3,243
Change-134 (-4%)
Value$1.0M (-$93.8K)
Filed 2026-11-04
Stanley-Laman Group, Ltd.
UNCHANGED
Shares3,101 from 3,101
Change0 (0%)
Value$1.0M (-$48.0K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares3,085 from 4,528
Change-1,443 (-32%)
Value$1.0M (-$539.4K)
Filed 2026-10-21
Carnegie Lake Advisors LLC
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$1.0M (-$47.6K)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares3,069 from 2,674
Change+395 (+15%)
Value$998.2K (+$87.1K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,061 from 2,650
Change+411 (+16%)
Value$995.7K (+$92.7K)
Filed 2026-11-03
Kennebec Savings Bank
INCREASED
Shares3,055 from 3,021
Change+34 (+1%)
Value$993.6K (-$35.7K)
Filed 2026-10-22
Premier Path Wealth Partners, LLC
INCREASED
Shares3,046 from 3,024
Change+22 (+1%)
Value$990.8K (-$39.7K)
Filed 2026-10-16
Northstar Asset Management Co
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$1.1M (-$14.6K)
Filed 2026-10-22
United Asset Strategies, Inc.
INCREASED
Shares3,034 from 3,002
Change+32 (+1%)
Value$986.9K (-$35.8K)
Filed 2026-10-28
Everhart Financial Group, Inc.
UNCHANGED
Shares3,027 from 3,027
Change0 (0%)
Value$984.5K (-$46.9K)
Filed 2026-10-08
Bull Street Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$976 (-$46)
Filed 2026-10-20
Finivi Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$975.8K (-$46.5K)
Filed 2026-10-13
RMR Wealth Builders
DECREASED
Shares2,985 from 3,034
Change-49 (-2%)
Value$973.9K (-$62.7K)
Filed 2026-10-22
Natural Investments, LLC
DECREASED
Shares2,976 from 3,100
Change-124 (-4%)
Value$968.0K (+$966.9K)
Filed 2026-11-06
Columbia Asset Management
DECREASED
Shares2,975 from 3,112
Change-137 (-4%)
Value$967.6K (-$92.8K)
Filed 2026-10-19
Balefire, LLC
DECREASED
Shares2,956 from 3,405
Change-449 (-13%)
Value$961.5K (-$198.8K)
Filed 2026-10-09
Williams Jones Wealth Management, Llc.
INCREASED
Shares2,954 from 2,943
Change+11 (+0%)
Value$960.8K (-$42.0K)
Filed 2026-11-05
Financial Security Advisor, Inc.
DECREASED
Shares2,949 from 3,369
Change-420 (-12%)
Value$962.1K (-$189.3K)
Filed 2026-11-03
Crescent Sterling, Ltd.
INCREASED
Shares2,943 from 2,735
Change+208 (+8%)
Value$957.2K (+$25.3K)
Filed 2026-10-16
CWS Financial Advisors, LLC
DECREASED
Shares2,935 from 2,945
Change-10 (0%)
Value$954.8K (-$48.9K)
Filed 2026-10-16
Hohimer Wealth Management, LLC
INCREASED
Shares2,916 from 2,780
Change+136 (+5%)
Value$948.5K (+$1.3K)
Filed 2026-11-04
WBH Advisory Inc
INCREASED
Shares2,912 from 2,612
Change+300 (+11%)
Value$947.1K (+$57.1K)
Filed 2026-11-05
Resonant Capital Advisors, LLC
INCREASED
Shares2,912 from 2,842
Change+70 (+2%)
Value$950.1K (-$21.4K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares2,879 from 2,757
Change+122 (+4%)
Value$1.0M (+$40.8K)
Filed 2026-11-02
Rational Advisors, Inc.
NEW
Shares2,848
Change+2,848
Value$926.3K
Filed 2026-11-02
Leavell Investment Management, Inc.
INCREASED
Shares2,815 from 2,661
Change+154 (+6%)
Value$918.5K (+$9.6K)
Filed 2026-11-09
PDS Planning, Inc
INCREASED
Shares2,806 from 2,786
Change+20 (+1%)
Value$912.7K (-$36.7K)
Filed 2026-11-03
Riversedge Advisors, LLC
INCREASED
Shares2,791 from 2,360
Change+431 (+18%)
Value$907.8K (+$103.6K)
Filed 2026-10-09
Triad Wealth Partners, LLC
INCREASED
Shares2,779 from 2,775
Change+4 (+0%)
Value$904.0K (-$62.4K)
Filed 2026-10-26
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,771 from 2,771
Change0 (0%)
Value$904.1K (-$42.9K)
Filed 2026-10-16
Avestar Capital, LLC
DECREASED
Shares2,765 from 2,873
Change-108 (-4%)
Value$900.4K (-$79.9K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares2,760
Change+2,760
Value$1.0K
Filed 2026-11-03
Ranch Capital Advisors Inc.
INCREASED
Shares2,760 from 2,679
Change+81 (+3%)
Value$899.7K (-$15.3K)
Filed 2026-11-09
Apella Capital, LLC
INCREASED
Shares2,758 from 1,741
Change+1,017 (+58%)
Value$923.2K (+$297.6K)
Filed 2026-10-08
Segment Wealth Management, LLC
DECREASED
Shares2,745 from 2,832
Change-87 (-3%)
Value$892.8K (-$72.2K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares2,744 from 2,738
Change+6 (+0%)
Value$892.5K (-$40.5K)
Filed 2026-10-26
Trust Co of Toledo NA
INCREASED
Shares2,723 from 2,683
Change+40 (+1%)
Value$885.7K (-$28.5K)
Filed 2026-10-16
MBL Wealth, LLC
INCREASED
Shares2,722 from 1,332
Change+1,390 (+104%)
Value$885.3K (+$431.5K)
Filed 2026-10-22
Angeles Wealth Management, LLC
DECREASED
Shares2,717 from 2,850
Change-133 (-5%)
Value$886.5K (-$87.5K)
Filed 2026-10-26
Baker Ellis Asset Management LLC
INCREASED
Shares2,689 from 2,414
Change+275 (+11%)
Value$874.6K (+$52.1K)
Filed 2026-10-14
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares2,672 from 2,696
Change-24 (-1%)
Value$869.1K (-$49.6K)
Filed 2026-11-03
Norden Group LLC
DECREASED
Shares2,669 from 2,802
Change-133 (-5%)
Value$868.2K (-$86.6K)
Filed 2026-10-20
Heritage Trust Co
DECREASED
Shares2,660 from 5,251
Change-2,591 (-49%)
Value$865.2K (-$924.1K)
Filed 2026-11-09
Rossmore Private Capital
UNCHANGED
Shares2,659 from 2,659
Change0 (0%)
Value$867.3K (-$38.5K)
Filed 2026-10-27
Modera Wealth Management, LLC
INCREASED
Shares2,655 from 2,190
Change+465 (+21%)
Value$863.5K (+$117.3K)
Filed 2026-10-28
Gibbs Wealth Management
INCREASED
Shares2,654 from 2,333
Change+321 (+14%)
Value$863.2K (+$68.3K)
Filed 2026-10-22
Cross Staff Investments Inc
UNCHANGED
Shares2,649 from 2,649
Change0 (0%)
Value$861.6K (-$41.0K)
Filed 2026-10-22
Yankcom Partnership
INCREASED
Shares2,639 from 2,529
Change+110 (+4%)
Value$858.3K (-$3.4K)
Filed 2026-10-15
Adelphi Trust Co
INCREASED
Shares2,626 from 2,588
Change+38 (+1%)
Value$854.1K (-$27.7K)
Filed 2026-10-05
City State Bank
UNCHANGED
Shares2,623 from 2,623
Change0 (0%)
Value$853.1K (-$40.6K)
Filed 2026-10-20
Aspiriant, LLC
INCREASED
Shares2,600 from 2,343
Change+257 (+11%)
Value$845.7K (+$47.3K)
Filed 2026-10-16
S-Bank Fund Management Ltd
INCREASED
Shares2,587 from 2,461
Change+126 (+5%)
Value$841.4K (+$2.9K)
Filed 2026-11-06
QTR Family Wealth, LLC
DECREASED
Shares2,586 from 3,190
Change-604 (-19%)
Value$841.0K (-$246.0K)
Filed 2026-11-02
Firethorn Wealth Partners, LLC
INCREASED
Shares2,581 from 2,434
Change+147 (+6%)
Value$839.5K (+$10.1K)
Filed 2026-10-14
HBK Sorce Advisory LLC
DECREASED
Shares2,576 from 2,817
Change-241 (-9%)
Value$957.3K (-$35.9K)
Filed 2026-11-06
Sky Investment Group LLC
INCREASED
Shares2,565 from 2,409
Change+156 (+6%)
Value$834.4K (+$13.6K)
Filed 2026-10-30
Howard Capital Management, LLC
DECREASED
Shares2,562 from 2,590
Change-28 (-1%)
Value$833.3K (-$49.2K)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares2,544 from 1,256
Change+1,288 (+103%)
Value$827.4K (+$399.5K)
Filed 2026-11-02
Greenfield Savings Bank
DECREASED
Shares2,522 from 2,543
Change-21 (-1%)
Value$820.3K (-$46.2K)
Filed 2026-10-07
Western Wealth Management, LLC
DECREASED
Shares2,519 from 2,549
Change-30 (-1%)
Value$819.3K (-$49.1K)
Filed 2026-11-09
ProCore Advisors, LLC
DECREASED
Shares2,507 from 2,522
Change-15 (-1%)
Value$815.4K (-$43.9K)
Filed 2026-10-14
Everest Financial Group LLC
DECREASED
Shares2,489 from 2,512
Change-23 (-1%)
Value$809.5K (-$46.3K)
Filed 2026-11-06
Sawyer & Company, Inc
INCREASED
Shares2,462 from 2,053
Change+409 (+20%)
Value$800.8K (+$101.2K)
Filed 2026-10-21
First Affirmative Financial Network
NEW
Shares2,458
Change+2,458
Value$799.6K
Filed 2026-10-21
Provenance Wealth Advisors, LLC
INCREASED
Shares2,458 from 1,004
Change+1,454 (+145%)
Value$799.5K (+$457.4K)
Filed 2026-10-30
Valley Brook Capital Group, Inc.
UNCHANGED
Shares2,455 from 2,455
Change0 (0%)
Value$798.5K (-$38.0K)
Filed 2026-10-26
Burford Brothers, Inc.
UNCHANGED
Shares2,454 from 2,454
Change0 (0%)
Value$798.3K (-$37.9K)
Filed 2026-10-21
Copeland Capital Management, LLC
NEW
Shares2,453
Change+2,453
Value$797.8K
Filed 2026-10-13
Collaborative Fund Advisors, LLC
INCREASED
Shares2,446 from 1,846
Change+600 (+33%)
Value$795.6K (+$166.6K)
Filed 2026-11-02
Gateway Investment Advisers LLC
INCREASED
Shares2,431 from 1,919
Change+512 (+27%)
Value$790.7K (+$136.8K)
Filed 2026-10-13
Pflug Koory, LLC
INCREASED
Shares2,423 from 2,184
Change+239 (+11%)
Value$788.1K (+$43.9K)
Filed 2026-10-26
Avior Wealth Management, LLC
DECREASED
Shares2,415 from 2,937
Change-522 (-18%)
Value$785.5K (-$215.2K)
Filed 2026-10-13
Everett Harris & Co
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$784.5K (-$37.4K)
Filed 2026-10-28
Point Windward Advisors Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$780.6K (-$37.2K)
Filed 2026-11-06
Bingham Private Wealth, LLC
DECREASED
Shares2,372 from 2,391
Change-19 (-1%)
Value$771.5K (-$43.2K)
Filed 2026-11-05
Bison Wealth, LLC
INCREASED
Shares2,368 from 2,187
Change+181 (+8%)
Value$817.2K (+$37.5K)
Filed 2026-10-13
Cidel Asset Management Inc
UNCHANGED
Shares2,368 from 2,368
Change0 (0%)
Value$770.2K (-$36.7K)
Filed 2026-10-29
Net Worth Advisory Group
DECREASED
Shares2,363 from 2,410
Change-47 (-2%)
Value$782.7K (-$38.4K)
Filed 2026-10-20
Montecito Bank & Trust
DECREASED
Shares2,341 from 2,372
Change-31 (-1%)
Value$761.4K (-$46.8K)
Filed 2026-10-01
Mesirow Financial Investment Management, Inc.
DECREASED
Shares2,333 from 2,367
Change-34 (-1%)
Value$758.7K (-$47.9K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,326 from 2,066
Change+260 (+13%)
Value$756.6K (+$52.5K)
Filed 2026-10-08
Burke & Herbert Bank & Trust Co
DECREASED
Shares2,318 from 2,348
Change-30 (-1%)
Value$753.9K (-$46.1K)
Filed 2026-11-02
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,311 from 2,308
Change+3 (+0%)
Value$751.5K (-$34.7K)
Filed 2026-10-22
Means Investment Co., Inc.
INCREASED
Shares2,305 from 2,304
Change+1 (+0%)
Value$749.9K (-$35.1K)
Filed 2026-11-03
Connecticut Wealth Management, LLC
DECREASED
Shares2,300 from 2,360
Change-60 (-3%)
Value$748.1K (-$55.9K)
Filed 2026-10-13
Farrell Financial LLC
UNCHANGED
Shares2,286 from 2,286
Change0 (0%)
Value$743.4K (-$35.4K)
Filed 2026-10-16
Boyar Asset Management Inc.
INCREASED
Shares2,267 from 2,132
Change+135 (+6%)
Value$737.4K (+$10.9K)
Filed 2026-11-09
Signal Advisors Wealth, LLC
INCREASED
Shares2,259 from 2,115
Change+144 (+7%)
Value$734.8K (+$14.2K)
Filed 2026-10-13
Evansbrook LLC
UNCHANGED
Shares2,258 from 2,258
Change0 (0%)
Value$734.4K (-$35.0K)
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares2,256 from 2,285
Change-29 (-1%)
Value$789.9K (+$11.3K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares2,255 from 2,001
Change+254 (+13%)
Value$733.4K (+$51.6K)
Filed 2026-10-21
Center for Financial Planning, Inc.
INCREASED
Shares2,248 from 2,121
Change+127 (+6%)
Value$731.2K (+$8.5K)
Filed 2026-10-26
TKG Advisors, LLC
UNCHANGED
Shares2,242 from 2,242
Change0 (0%)
Value$729.3K (-$34.5K)
Filed 2026-11-02
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,221 from 2,314
Change-93 (-4%)
Value$722.4K (-$66.1K)
Filed 2026-11-02
Henry James International Management Inc.
UNCHANGED
Shares2,221 from 2,221
Change0 (0%)
Value$722.4K (-$34.4K)
Filed 2026-10-14
Thompson Siegel & Walmsley LLC
DECREASED
Shares2,216 from 2,221
Change-5 (0%)
Value$721 (-$36)
Filed 2026-11-05
GS Investments, Inc.
UNCHANGED
Shares2,215 from 2,215
Change0 (0%)
Value$720.4K (-$34.3K)
Filed 2026-11-05
West Family Investments, Inc.
DECREASED
Shares2,213 from 2,214
Change-1 (0%)
Value$719.8K (-$34.6K)
Filed 2026-11-09
Purkiss Capital Advisors LLC
DECREASED
Shares2,206 from 2,262
Change-56 (-2%)
Value$717.4K (-$53.2K)
Filed 2026-11-06
Delta Investment Management, LLC
INCREASED
Shares2,185 from 2,180
Change+5 (+0%)
Value$710.7K (-$32.0K)
Filed 2026-11-09
Ascentis Wealth Management, LLC
INCREASED
Shares2,168 from 1,872
Change+296 (+16%)
Value$705.1K (+$67.3K)
Filed 2026-11-03
Golden Reserve Retirement LLC
NEW
Shares2,133
Change+2,133
Value$693.8K
Filed 2026-11-02
G&S Capital LLC
DECREASED
Shares2,132 from 2,165
Change-33 (-2%)
Value$693.4K (-$44.3K)
Filed 2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares2,132 from 2,132
Change0 (0%)
Value$693.4K (-$33.0K)
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,129 from 2,113
Change+16 (+1%)
Value$692.5K (-$27.5K)
Filed 2026-10-13
Foundation Resource Management Inc
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$692.5K (-$33.0K)
Filed 2026-10-19
Ticino Wealth
DECREASED
Shares2,127 from 2,263
Change-136 (-6%)
Value$691.8K (-$79.3K)
Filed 2026-10-13
Expressive Wealth LLC
INCREASED
Shares2,108 from 1,893
Change+215 (+11%)
Value$685.6K (+$40.6K)
Filed 2026-11-09
Forum Financial Management, LP
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$684.7K (-$32.6K)
Filed 2026-10-16
Worth Financial Advisory Group, LLC
INCREASED
Shares2,101 from 1,906
Change+195 (+10%)
Value$683.4K (+$33.9K)
Filed 2026-10-19
Cardiff Park Advisors, LLC
INCREASED
Shares2,092 from 2,086
Change+6 (+0%)
Value$680.5K (-$30.4K)
Filed 2026-11-09
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares2,082 from 2,206
Change-124 (-6%)
Value$677.2K (-$74.5K)
Filed 2026-11-02
Klingman & Associates, LLC
INCREASED
Shares2,081 from 1,385
Change+696 (+50%)
Value$676.8K (+$204.9K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares2,073 from 2,037
Change+36 (+2%)
Value$674.3K (-$20.0K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares2,069 from 1,456
Change+613 (+42%)
Value$673.1K (+$176.9K)
Filed 2026-10-23
Moneco Advisors, LLC
INCREASED
Shares2,063 from 2,043
Change+20 (+1%)
Value$671.0K (-$25.1K)
Filed 2026-11-05
Baron Wealth Management LLC
INCREASED
Shares2,053 from 2,044
Change+9 (+0%)
Value$667.6K (-$29.0K)
Filed 2026-10-27
Cetera Trust Company, N.a
DECREASED
Shares2,025 from 2,050
Change-25 (-1%)
Value$658.6K (-$39.9K)
Filed 2026-11-09
Peddock Capital Advisors, LLC
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$658.6K (-$31.4K)
Filed 2026-10-16
Northside Capital Management, LLC
INCREASED
Shares2,023 from 1,996
Change+27 (+1%)
Value$658.0K (-$22.1K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
DECREASED
Shares2,022 from 2,597
Change-575 (-22%)
Value$657.6K (-$227.1K)
Filed 2026-10-09
Florida Financial Advisors, LLC
INCREASED
Shares2,018 from 1,593
Change+425 (+27%)
Value$656.2K (+$112.8K)
Filed 2026-11-09
Harbor Investment Advisory, LLC
INCREASED
Shares2,007 from 1,810
Change+197 (+11%)
Value$652.8K (+$36.0K)
Filed 2026-10-13
Facet Wealth, Inc.
DECREASED
Shares2,005 from 2,325
Change-320 (-14%)
Value$652.0K (-$140.1K)
Filed 2026-11-04
3Chopt Investment Partners, LLC
INCREASED
Shares2,003 from 1,716
Change+287 (+17%)
Value$653.1K (+$66.8K)
Filed 2026-10-30
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$650.5K (-$31.0K)
Filed 2026-11-03
Blue Water Asset Management
INCREASED
Shares1,986 from 1,980
Change+6 (+0%)
Value$646.1K (-$28.7K)
Filed 2026-11-04
Fulton Bank, N.A.
INCREASED
Shares1,979 from 1,951
Change+28 (+1%)
Value$643.7K (-$21.1K)
Filed 2026-10-14
First City Capital Management, Inc.
DECREASED
Shares1,972 from 1,992
Change-20 (-1%)
Value$641.4K (-$37.4K)
Filed 2026-10-27
1834 Investment Advisors Co
INCREASED
Shares1,971 from 1,692
Change+279 (+16%)
Value$641.1K (+$64.5K)
Filed 2026-10-16
Northwest Wealth Management, LLC
INCREASED
Shares1,966 from 1,933
Change+33 (+2%)
Value$639.4K (-$19.2K)
Filed 2026-10-30
Fideuram Asset Management (Ireland) dac
DECREASED
Shares1,956 from 20,266
Change-18,310 (-90%)
Value$669.0K (-$6.0M)
Filed 2026-10-29
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares1,941 from 1,941
Change0 (0%)
Value$631.3K (-$30.1K)
Filed 2026-10-14
Total Clarity Wealth Management, Inc.
DECREASED
Shares1,938 from 2,075
Change-137 (-7%)
Value$630.3K (-$76.7K)
Filed 2026-10-26
Childress Capital Advisors, LLC
INCREASED
Shares1,927 from 1,848
Change+79 (+4%)
Value$626.7K (-$2.9K)
Filed 2026-10-28
Argos Wealth Advisors, LLC
DECREASED
Shares1,922 from 2,236
Change-314 (-14%)
Value$625.1K (-$136.8K)
Filed 2026-11-02
Cypress Capital Group
UNCHANGED
Shares1,922 from 1,922
Change0 (0%)
Value$625.1K (-$29.8K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
DECREASED
Shares1,913 from 2,380
Change-467 (-20%)
Value$622.2K (-$188.8K)
Filed 2026-10-26
Shore Point Advisors, LLC
INCREASED
Shares1,913 from 1,912
Change+1 (+0%)
Value$622.4K (-$29.4K)
Filed 2026-10-14
Quent Capital, LLC
INCREASED
Shares1,912 from 1,724
Change+188 (+11%)
Value$700.7K (+$113.2K)
Filed 2026-11-09
Sage Private Wealth Group, LLC
INCREASED
Shares1,905 from 1,893
Change+12 (+1%)
Value$619.5K (-$25.4K)
Filed 2026-10-21
First County Bank
INCREASED
Shares1,901 from 1,822
Change+79 (+4%)
Value$618.3K (-$2.5K)
Filed 2026-10-13
Investment Research Partners LLC
INCREASED
Shares1,898 from 1,850
Change+48 (+3%)
Value$617.3K (-$13.0K)
Filed 2026-10-19
Smithfield Trust Co
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$618 (-$27)
Filed 2026-11-09
Compagnie Lombard Odier SCmA
INCREASED
Shares1,895 from 1,765
Change+130 (+7%)
Value$616.3K (+$14.9K)
Filed 2026-11-04
Revolve Wealth Partners, LLC
DECREASED
Shares1,886 from 2,151
Change-265 (-12%)
Value$613.5K (-$119.5K)
Filed 2026-10-23
MCF Advisors LLC
INCREASED
Shares1,884 from 1,854
Change+30 (+2%)
Value$614.6K (-$19.0K)
Filed 2026-10-28
Archer Investment Corp
DECREASED
Shares1,877 from 3,627
Change-1,750 (-48%)
Value$610.6K (-$625.3K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares1,872 from 1,763
Change+109 (+6%)
Value$608.9K (+$8.1K)
Filed 2026-10-02
Curat Global, LLC
INCREASED
Shares1,865 from 1,253
Change+612 (+49%)
Value$606.6K (+$148.4K)
Filed 2026-10-26
Essex Bank
DECREASED
Shares1,865 from 1,891
Change-26 (-1%)
Value$606.6K (-$37.7K)
Filed 2026-10-16
Tannin Capital LLC
DECREASED
Shares1,863 from 1,944
Change-81 (-4%)
Value$605.9K (-$56.5K)
Filed 2026-11-05
Hara Capital LLC
UNCHANGED
Shares1,862 from 1,862
Change0 (0%)
Value$607.5K (-$28.8K)
Filed 2026-10-30
Richardson Financial Services Inc.
DECREASED
Shares1,858 from 1,943
Change-85 (-4%)
Value$604.3K (-$57.7K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares1,855 from 1,773
Change+82 (+5%)
Value$603.4K (-$784)
Filed 2026-10-13
Aprio Wealth Management, LLC
INCREASED
Shares1,853 from 1,772
Change+81 (+5%)
Value$602.8K (-$1.1K)
Filed 2026-10-28
Kathmere Capital Management, LLC
INCREASED
Shares1,851 from 1,823
Change+28 (+2%)
Value$602.0K (-$19.1K)
Filed 2026-10-20
Oakworth Capital, Inc.
INCREASED
Shares1,851 from 1,839
Change+12 (+1%)
Value$602.0K (-$36.5K)
Filed 2026-10-26
Hantz Financial Services, Inc.
INCREASED
Shares1,848 from 1,513
Change+335 (+22%)
Value$601 (+$85)
Filed 2026-11-09
Stiles Financial Services Inc
DECREASED
Shares1,846 from 1,948
Change-102 (-5%)
Value$600.3K (-$63.6K)
Filed 2026-10-30
Rothwell Investment Advisors, LLC
NEW
Shares1,828
Change+1,828
Value$594.7K
Filed 2026-11-06
Summit Wealth Group LLC / Co
INCREASED
Shares1,823 from 611
Change+1,212 (+198%)
Value$593.0K (+$384.8K)
Filed 2026-10-29
Dagco, Inc.
UNCHANGED
Shares1,813 from 1,813
Change0 (0%)
Value$589.7K (-$28.1K)
Filed 2026-10-20
May Hill Capital, LLC
DECREASED
Shares1,810 from 1,815
Change-5 (0%)
Value$588.5K (-$29.7K)
Filed 2026-11-03
StrongBox Wealth, LLC
INCREASED
Shares1,792 from 1,744
Change+48 (+3%)
Value$582.9K (-$11.3K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
DECREASED
Shares1,787 from 2,122
Change-335 (-16%)
Value$581.3K (-$141.9K)
Filed 2026-10-16
Global X Japan Co., Ltd.
DECREASED
Shares1,784 from 1,792
Change-8 (0%)
Value$580.2K (-$30.4K)
Filed 2026-10-21
Appleton Partners Inc
DECREASED
Shares1,780 from 1,908
Change-128 (-7%)
Value$579 (-$71)
Filed 2026-10-30
Investment Partners Asset Management, Inc.
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$577.0K (-$27.5K)
Filed 2026-10-09
Clearstead Trust, LLC
INCREASED
Shares1,769 from 1,671
Change+98 (+6%)
Value$575.5K (+$6.2K)
Filed 2026-11-06
Coerente Capital Management
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$574.1K (-$27.3K)
Filed 2026-10-29
Strathmore Capital Advisors, Inc.
DECREASED
Shares1,764 from 1,878
Change-114 (-6%)
Value$643.9K (-$22.4K)
Filed 2026-11-09
Northeast Investment Management
UNCHANGED
Shares1,763 from 1,763
Change0 (0%)
Value$573.4K (-$27.3K)
Filed 2026-10-30
HighPoint Advisor Group LLC
DECREASED
Shares1,743 from 1,875
Change-132 (-7%)
Value$566.8K (-$72.1K)
Filed 2026-11-09
B.A. Schrock Wealth Management, Inc.
NEW
Shares1,737
Change+1,737
Value$575.4K
Filed 2026-10-15
Avail Investment Partners, LLC
INCREASED
Shares1,732 from 1,679
Change+53 (+3%)
Value$563.3K (-$8.8K)
Filed 2026-10-16
Fiduciary Family Office, LLC
INCREASED
Shares1,711 from 1,693
Change+18 (+1%)
Value$556.5K (-$20.4K)
Filed 2026-11-04
Tributary Capital Management, LLC
UNCHANGED
Shares1,705 from 1,705
Change0 (0%)
Value$554.6K (-$26.4K)
Filed 2026-10-28
Rede Wealth, LLC
UNCHANGED
Shares1,703 from 1,703
Change0 (0%)
Value$553.9K (-$26.4K)
Filed 2026-10-22
Legal Advantage Investments, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$552.9K (-$26.3K)
Filed 2026-10-13
Clearwave Capital, LLC
INCREASED
Shares1,694 from 1,690
Change+4 (+0%)
Value$551.1K (-$24.6K)
Filed 2026-10-27
E&G Advisors, LLC
UNCHANGED
Shares1,689 from 1,689
Change0 (0%)
Value$549.3K (-$26.2K)
Filed 2026-10-13
Bell Bank
INCREASED
Shares1,681 from 1,595
Change+86 (+5%)
Value$546.7K (+$3.3K)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares1,676 from 212
Change+1,464 (+691%)
Value$545.1K (+$472.9K)
Filed 2026-11-05
Earned Wealth Advisors, LLC
INCREASED
Shares1,658 from 1,385
Change+273 (+20%)
Value$539.1K (+$67.2K)
Filed 2026-11-06
Alpha Zero LLC
NEW
Shares1,657
Change+1,657
Value$538.8K
Filed 2026-11-06
Interchange Capital Partners, LLC
INCREASED
Shares1,643 from 1,605
Change+38 (+2%)
Value$534.4K (-$12.5K)
Filed 2026-10-28
Bank of New Hampshire
UNCHANGED
Shares1,637 from 1,637
Change0 (0%)
Value$532.4K (-$25.4K)
Filed 2026-10-06
Bill Few Associates, Inc.
DECREASED
Shares1,632 from 1,677
Change-45 (-3%)
Value$530.8K (-$40.5K)
Filed 2026-10-09
FSM Wealth Advisors, LLC
DECREASED
Shares1,630 from 1,831
Change-201 (-11%)
Value$560.4K (-$63.6K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
DECREASED
Shares1,625 from 1,863
Change-238 (-13%)
Value$528.5K (-$106.3K)
Filed 2026-10-23
Wagner Wealth Management, Corp
DECREASED
Shares1,624 from 1,710
Change-86 (-5%)
Value$528.2K (-$54.5K)
Filed 2026-10-20
Cushing Capital Partners, LLC
INCREASED
Shares1,623 from 1,480
Change+143 (+10%)
Value$527.9K (+$23.8K)
Filed 2026-10-20
Tilia Fiduciary Partners, Inc.
DECREASED
Shares1,604 from 1,681
Change-77 (-5%)
Value$521.7K (-$51.1K)
Filed 2026-10-09
Conning Inc.
DECREASED
Shares1,592 from 1,648
Change-56 (-3%)
Value$517.8K (-$43.7K)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
NEW
Shares1,589
Change+1,589
Value$516.8K
Filed 2026-10-29
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$517.5K (-$24.6K)
Filed 2026-10-20
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares1,580 from 1,342
Change+238 (+18%)
Value$515.3K (+$56.6K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares1,576 from 1,450
Change+126 (+9%)
Value$512.6K (+$18.5K)
Filed 2026-10-21
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$514.2K (-$24.0K)
Filed 2026-10-30
Oslo Pensjonsforsikring AS
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$508.0K (-$24.2K)
Filed 2026-10-15
GHP Investment Advisors, Inc.
DECREASED
Shares1,556 from 1,605
Change-49 (-3%)
Value$506.1K (-$40.8K)
Filed 2026-10-15
Univest Financial Corp
INCREASED
Shares1,555 from 1,452
Change+103 (+7%)
Value$505.8K (+$11.0K)
Filed 2026-11-05
W.H. Cornerstone Investments Inc.
DECREASED
Shares1,555 from 1,619
Change-64 (-4%)
Value$505.8K (-$46.0K)
Filed 2026-11-03
MFA Wealth Services
DECREASED
Shares1,548 from 1,638
Change-90 (-5%)
Value$503.4K (-$54.9K)
Filed 2026-10-14
Optas, LLC
INCREASED
Shares1,545 from 1,435
Change+110 (+8%)
Value$502.5K (+$13.6K)
Filed 2026-11-09
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,545 from 1,612
Change-67 (-4%)
Value$502.5K (-$46.8K)
Filed 2026-10-27
Madrid Wealth Management, LLC
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$502.5K (-$23.9K)
Filed 2026-10-23
Palisade Asset Management, LLC
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$501.2K (-$23.9K)
Filed 2026-11-03
Ables, Iannone, Moore & Associates, Inc.
UNCHANGED
Shares1,531 from 1,531
Change0 (0%)
Value$498.0K (-$23.7K)
Filed 2026-10-06
Kornitzer Capital Management Inc
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$496.0K (-$23.6K)
Filed 2026-11-03
Cornerstone Advisory, LLC
INCREASED
Shares1,517 from 1,410
Change+107 (+8%)
Value$493.4K (+$12.8K)
Filed 2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares1,510 from 1,336
Change+174 (+13%)
Value$491.1K (+$35.9K)
Filed 2026-10-22
Ballast Rock Private Wealth LLC
UNCHANGED
Shares1,503 from 1,503
Change0 (0%)
Value$490.4K (-$23.3K)
Filed 2026-10-26
Steinberg Asset Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$489.4K (-$23.2K)
Filed 2026-10-29
Atlas Capital Advisors Inc.
DECREASED
Shares1,497 from 1,614
Change-117 (-7%)
Value$48.5K (-$501.5K)
Filed 2026-11-09
Summit Global Investments
DECREASED
Shares1,491 from 1,525
Change-34 (-2%)
Value$485 (-$35)
Filed 2026-10-28
Lynch & Associates
INCREASED
Shares1,481 from 1,401
Change+80 (+6%)
Value$481.7K (+$4.3K)
Filed 2026-10-13
BIP Wealth, LLC
DECREASED
Shares1,480 from 1,520
Change-40 (-3%)
Value$481.4K (-$36.5K)
Filed 2026-10-22
Salvus Wealth Management, LLC
DECREASED
Shares1,465 from 1,479
Change-14 (-1%)
Value$476.5K (-$27.5K)
Filed 2026-10-13
Strong Retirement Solutions LLC
DECREASED
Shares1,445 from 1,449
Change-4 (0%)
Value$470.0K (-$23.7K)
Filed 2026-10-07
waypoint wealth counsel
INCREASED
Shares1,437 from 1,332
Change+105 (+8%)
Value$467.4K (+$13.5K)
Filed 2026-10-22
Wynn Capital, LLC
INCREASED
Shares1,437 from 1,372
Change+65 (+5%)
Value$467.4K (-$111)
Filed 2026-10-13
Flavin Financial Services, Inc.
INCREASED
Shares1,434 from 1,338
Change+96 (+7%)
Value$466.4K (+$10.5K)
Filed 2026-10-21
Applied Finance Capital Management, LLC
NEW
Shares1,430
Change+1,430
Value$465.1K
Filed 2026-11-03
Manchester Capital Management LLC
DECREASED
Shares1,430 from 1,459
Change-29 (-2%)
Value$465.1K (-$32.0K)
Filed 2026-10-22
State of Wyoming
DECREASED
Shares1,419 from 1,613
Change-194 (-12%)
Value$461.5K (-$88.1K)
Filed 2026-10-28
Sapient Capital LLC
DECREASED
Shares1,411 from 1,416
Change-5 (0%)
Value$460.4K (-$23.6K)
Filed 2026-10-08
LifeGoal Investments, LLC
INCREASED
Shares1,404 from 842
Change+562 (+67%)
Value$456.7K (+$169.7K)
Filed 2026-10-09
AM Investment Strategies LLC
INCREASED
Shares1,401 from 1,391
Change+10 (+1%)
Value$455 (-$19)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares1,397 from 1,275
Change+122 (+10%)
Value$454.4K (+$19.9K)
Filed 2026-10-20
MQS Management LLC
DECREASED
Shares1,393 from 1,457
Change-64 (-4%)
Value$453.1K (-$43.4K)
Filed 2026-11-06
Revisor Wealth Management LLC
INCREASED
Shares1,386 from 1,302
Change+84 (+6%)
Value$496.6K (+$51.6K)
Filed 2026-10-20
LightSquare Wealth Management, LLC
INCREASED
Shares1,386 from 1,314
Change+72 (+5%)
Value$450.7K (+$3.1K)
Filed 2026-11-03
Independence Bank of Kentucky
INCREASED
Shares1,383 from 1,373
Change+10 (+1%)
Value$449.8K (-$18.0K)
Filed 2026-10-26
Worthington Financial Partners, LLC
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$449.2K (-$21.4K)
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED
Shares1,379 from 1,257
Change+122 (+10%)
Value$448.5K (+$20.2K)
Filed 2026-10-19
Carson Advisory Inc.
DECREASED
Shares1,379 from 1,398
Change-19 (-1%)
Value$448.4K (-$28.0K)
Filed 2026-11-06
Courier Capital LLC
DECREASED
Shares1,372 from 1,374
Change-2 (0%)
Value$446.1K (-$22.2K)
Filed 2026-10-19
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares1,358 from 1,331
Change+27 (+2%)
Value$441.8K (-$11.7K)
Filed 2026-10-22
Sterling Wealth Management, Inc.
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$440.7K (-$21.0K)
Filed 2026-10-23
Anchyra Partners LLC
INCREASED
Shares1,351 from 1,116
Change+235 (+21%)
Value$439.4K (+$59.1K)
Filed 2026-10-13
Councilmark Asset Management, LLC
UNCHANGED
Shares1,339 from 1,339
Change0 (0%)
Value$435.5K (-$20.7K)
Filed 2026-10-20
1900 Wealth Management LLC
INCREASED
Shares1,334 from 705
Change+629 (+89%)
Value$433.9K (+$193.7K)
Filed 2026-10-13
Strategy Asset Managers LLC
INCREASED
Shares1,329 from 1,310
Change+19 (+1%)
Value$432.3K (-$14.0K)
Filed 2026-10-14
Guardian Wealth Advisors, LLC
INCREASED
Shares1,328 from 1,257
Change+71 (+6%)
Value$473.1K (+$44.8K)
Filed 2026-10-30
RMR Capital Management, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$431.0K (-$20.5K)
Filed 2026-10-23
McAdam, LLC
INCREASED
Shares1,316 from 1,302
Change+14 (+1%)
Value$428.0K (-$15.6K)
Filed 2026-10-21
Northern Financial Advisors Inc
UNCHANGED
Shares1,315 from 1,315
Change0 (0%)
Value$427.7K (-$20.4K)
Filed 2026-10-29
Rose Capital Advisors LLC
INCREASED
Shares1,305 from 757
Change+548 (+72%)
Value$424.7K (+$166.7K)
Filed 2026-11-04
Alerus Financial NA
DECREASED
Shares1,305 from 1,311
Change-6 (0%)
Value$424.5K (-$22.3K)
Filed 2026-11-09
Mainsail Asset Management, LLC
DECREASED
Shares1,304 from 1,479
Change-175 (-12%)
Value$435.8K (-$85.0K)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares1,299
Change+1,299
Value$423.9K
Filed 2026-10-28
Foster Victor Wealth Advisors, LLC
NEW
Shares1,294
Change+1,294
Value$461.2K
Filed 2026-10-21
Orange Investment Advisors, Inc.
DECREASED
Shares1,290 from 1,300
Change-10 (-1%)
Value$419.5K (-$23.4K)
Filed 2026-10-23
Strategic Advisors LLC
INCREASED
Shares1,289 from 1,286
Change+3 (+0%)
Value$419.2K (-$19.0K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares1,272 from 1,149
Change+123 (+11%)
Value$463.2K (+$55.6K)
Filed 2026-11-03
Park Edge Advisors, LLC
INCREASED
Shares1,264 from 1,224
Change+40 (+3%)
Value$411.1K (-$6.0K)
Filed 2026-10-28
Trust Co of the South
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$409.2K (-$19.5K)
Filed 2026-10-21
Quaker Wealth Management, LLC
INCREASED
Shares1,255 from 1,254
Change+1 (+0%)
Value$408.3K (-$19.1K)
Filed 2026-10-22
Chilton Capital Management LLC
INCREASED
Shares1,250 from 1,101
Change+149 (+14%)
Value$406.6K (+$31.4K)
Filed 2026-10-28
Kaufman Rossin Wealth, LLC
INCREASED
Shares1,249 from 601
Change+648 (+108%)
Value$406.2K (+$197.2K)
Filed 2026-10-19
Portside Wealth Group, LLC
INCREASED
Shares1,248 from 1,236
Change+12 (+1%)
Value$405.9K (-$15.2K)
Filed 2026-10-20
Blue Trust, Inc.
DECREASED
Shares1,245 from 1,778
Change-533 (-30%)
Value$404.9K (-$200.9K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares1,240 from 1,118
Change+122 (+11%)
Value$403.5K (+$22.5K)
Filed 2026-10-29
Sage Financial Management Group, Inc.
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$401.7K (-$19.1K)
Filed 2026-11-06
Belpointe Asset Management LLC
DECREASED
Shares1,229 from 1,235
Change-6 (0%)
Value$399.9K (-$21.1K)
Filed 2026-11-09
AlphaCentric Advisors LLC
NEW
Shares1,227
Change+1,227
Value$399.1K
Filed 2026-11-03
Linscomb Wealth, Inc.
INCREASED
Shares1,223 from 1,163
Change+60 (+5%)
Value$397.8K (+$1.5K)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares1,221 from 1,177
Change+44 (+4%)
Value$397.2K (-$3.9K)
Filed 2026-11-04
Corps Capital Advisors, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$396.8K (-$18.9K)
Filed 2026-11-05
Planned Solutions, Inc.
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$396.5K (-$18.9K)
Filed 2026-10-19
Goldstein Advisors, LLC
INCREASED
Shares1,215 from 1,179
Change+36 (+3%)
Value$395.2K (-$6.6K)
Filed 2026-10-15
Discipline Wealth Solutions, LLC
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$394.5K (-$18.8K)
Filed 2026-10-14
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares1,212 from 1,212
Change0 (0%)
Value$394.2K (-$18.8K)
Filed 2026-10-22
Sagace Wealth Management LLC
NEW
Shares1,210
Change+1,210
Value$393.6K
Filed 2026-10-28
Arjuna Capital
INCREASED
Shares1,209 from 1,188
Change+21 (+2%)
Value$393.2K (-$11.6K)
Filed 2026-11-03
Nilsine Partners, LLC
DECREASED
Shares1,208 from 1,606
Change-398 (-25%)
Value$392.9K (-$154.3K)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
INCREASED
Shares1,205 from 1,204
Change+1 (+0%)
Value$392.1K (-$18.3K)
Filed 2026-11-02
Busey Bank
UNCHANGED
Shares1,203 from 1,203
Change0 (0%)
Value$391.3K (-$18.6K)
Filed 2026-10-26
Promethium Advisors,llc
UNCHANGED
Shares1,203 from 1,203
Change0 (0%)
Value$392.5K (-$18.6K)
Filed 2026-10-19
Investment Partners, Ltd.
NEW
Shares1,198
Change+1,198
Value$389.7K
Filed 2026-10-29
True North Advisors, LLC
NEW
Shares1,183
Change+1,183
Value$386.0K
Filed 2026-10-22
AlTi Global, Inc.
INCREASED
Shares1,181 from 888
Change+293 (+33%)
Value$384.9K (+$81.8K)
Filed 2026-11-09
Wetzel Investment Advisors, Inc.
DECREASED
Shares1,177 from 1,223
Change-46 (-4%)
Value$384.0K (-$34.0K)
Filed 2026-10-13
Norway Savings Bank
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$382.2K (-$18.2K)
Filed 2026-10-20
QP Wealth Management, LLC
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$381.8K (-$18.2K)
Filed 2026-10-20
Vicus Capital
DECREASED
Shares1,171 from 1,187
Change-16 (-1%)
Value$380.9K (-$23.6K)
Filed 2026-11-05
Foster Group, Inc.
INCREASED
Shares1,169 from 1,130
Change+39 (+3%)
Value$380.2K (-$4.8K)
Filed 2026-10-13
Jm2 Capital Inc.
DECREASED
Shares1,164 from 1,209
Change-45 (-4%)
Value$378.5K (-$33.3K)
Filed 2026-10-14
Stone House Investment Management, LLC
INCREASED
Shares1,161 from 1,152
Change+9 (+1%)
Value$377.5K (-$14.9K)
Filed 2026-10-23
Capstone Wealth Management, LLC
INCREASED
Shares1,160 from 909
Change+251 (+28%)
Value$377.3K (+$67.6K)
Filed 2026-11-02
Breakwater Capital Group
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$376.0K (-$17.9K)
Filed 2026-10-09
Prevail Innovative Wealth Advisors, LLC
NEW
Shares1,153
Change+1,153
Value$385.9K
Filed 2026-10-20
Echo45 Advisors LLC
INCREASED
Shares1,150 from 959
Change+191 (+20%)
Value$374.2K (+$47.4K)
Filed 2026-10-07
Piedmont Capital Management, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$374.0K (-$17.8K)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares1,149 from 942
Change+207 (+22%)
Value$382.4K (+$60.6K)
Filed 2026-11-03
Argyle Capital Partners, LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$372.7K (-$17.8K)
Filed 2026-10-23
Cromwell Holdings LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$373.9K (-$17.8K)
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
DECREASED
Shares1,140 from 1,240
Change-100 (-8%)
Value$351.6K (-$46.0K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares1,136 from 1,268
Change-132 (-10%)
Value$369.5K (-$62.6K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares1,130 from 951
Change+179 (+19%)
Value$385.5K (+$61.6K)
Filed 2026-10-13
Carret Asset Management, LLC
DECREASED
Shares1,130 from 1,181
Change-51 (-4%)
Value$367.5K (-$34.9K)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,120 from 1,401
Change-281 (-20%)
Value$365.4K (-$113.4K)
Filed 2026-10-28
Monument Capital Management
INCREASED
Shares1,105 from 1,044
Change+61 (+6%)
Value$359.3K (+$3.7K)
Filed 2026-10-09
Fiduciary Alliance LLC
INCREASED
Shares1,102 from 819
Change+283 (+35%)
Value$358.4K (+$79.4K)
Filed 2026-10-13
IMZ Advisory Inc
INCREASED
Shares1,101 from 1,098
Change+3 (+0%)
Value$358.2K (-$16.0K)
Filed 2026-11-03
Pembroke Management, LTD
NEW
Shares1,100
Change+1,100
Value$357.8K
Filed 2026-10-21
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED
Shares1,100 from 839
Change+261 (+31%)
Value$357.8K (+$71.9K)
Filed 2026-11-04
Falcon Wealth Planning
INCREASED
Shares1,083 from 931
Change+152 (+16%)
Value$352.3K (+$35.0K)
Filed 2026-11-06
Innova Wealth Partners
INCREASED
Shares1,083 from 1,073
Change+10 (+1%)
Value$352.2K (-$13.3K)
Filed 2026-10-21
Good Harbor Advisors, Inc.
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$352.2K (-$16.8K)
Filed 2026-10-20
Argentarii, LLC
INCREASED
Shares1,082 from 1,011
Change+71 (+7%)
Value$351.9K (+$1.0K)
Filed 2026-10-28
Nolet Wealth Management, LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$349.8K (-$16.7K)
Filed 2026-10-15
Symphony Financial, Ltd. Co.
DECREASED
Shares1,073 from 1,093
Change-20 (-2%)
Value$349.7K (-$23.1K)
Filed 2026-10-22
MRA Advisory Group
NEW
Shares1,072
Change+1,072
Value$348.8K
Filed 2026-10-07
Parthenon LLC
INCREASED
Shares1,066 from 1,027
Change+39 (+4%)
Value$346.7K (-$3.2K)
Filed 2026-10-22
McLean Asset Management Corp
DECREASED
Shares1,064 from 1,072
Change-8 (-1%)
Value$395.4K (+$19.5K)
Filed 2026-11-06
Providence First Trust Co
NEW
Shares1,061
Change+1,061
Value$345.1K
Filed 2026-11-02
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares1,061 from 1,060
Change+1 (+0%)
Value$345.1K (-$16.3K)
Filed 2026-10-09
Elevatus Welath Management
DECREASED
Shares1,060 from 1,597
Change-537 (-34%)
Value$344.8K (-$199.3K)
Filed 2026-10-19
Ejmk Ventures LLC
INCREASED
Shares1,052 from 973
Change+79 (+8%)
Value$342.7K (+$10.6K)
Filed 2026-10-21
Excalibur Management Corp
INCREASED
Shares1,043 from 963
Change+80 (+8%)
Value$339.2K (+$11.1K)
Filed 2026-11-02
Evergreen Wealth Management, LLC
INCREASED
Shares1,041 from 784
Change+257 (+33%)
Value$338.6K (+$71.4K)
Filed 2026-11-06
Fiduciary Financial Group, LLC
INCREASED
Shares1,039 from 968
Change+71 (+7%)
Value$337.9K (+$8.1K)
Filed 2026-10-13
Dorato Capital Management
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$345.7K (-$13.6K)
Filed 2026-10-08
Compass Ion Advisors, LLC
DECREASED
Shares1,023 from 1,046
Change-23 (-2%)
Value$332.8K (-$23.6K)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares1,022 from 711
Change+311 (+44%)
Value$332.4K (+$90.1K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
INCREASED
Shares1,020 from 1,003
Change+17 (+2%)
Value$331.8K (-$10.0K)
Filed 2026-10-21
Chapin Davis, Inc.
DECREASED
Shares1,019 from 1,020
Change-1 (0%)
Value$331.6K (-$16.0K)
Filed 2026-10-09
United Advisor Group, LLC
DECREASED
Shares1,010 from 1,134
Change-124 (-11%)
Value$328.9K (-$58.0K)
Filed 2026-11-03
Atwater Malick LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$328.5K (-$15.6K)
Filed 2026-10-15
Duncker Streett & Co Inc
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$326.2K (-$15.5K)
Filed 2026-10-27
Tandem Investment Partners LLC
INCREASED
Shares1,002 from 981
Change+21 (+2%)
Value$325.9K (-$8.4K)
Filed 2026-10-16
BostonPremier Wealth LLC
DECREASED
Shares1,000 from 1,223
Change-223 (-18%)
Value$325.3K (-$91.5K)
Filed 2026-10-16
Bahl & Gaynor LLC
INCREASED
Shares1,000 from 891
Change+109 (+12%)
Value$325.3K (+$21.7K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares998 from 887
Change+111 (+13%)
Value$325.5K (+$22.5K)
Filed 2026-10-14
Paladin Advisory Group, LLC
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$324.6K (-$15.5K)
Filed 2026-11-09
San Luis Wealth Advisors LLC
DECREASED
Shares996 from 1,017
Change-21 (-2%)
Value$324.0K (-$22.6K)
Filed 2026-10-27
Family Wealth Partners, LLC
INCREASED
Shares994 from 914
Change+80 (+9%)
Value$323.3K (+$11.9K)
Filed 2026-10-20
BankChampaign, National Association
DECREASED
Shares993 from 1,020
Change-27 (-3%)
Value$323.0K (-$24.6K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
INCREASED
Shares991 from 644
Change+347 (+54%)
Value$323.3K (+$103.2K)
Filed 2026-11-04
Rinkey Investments
UNCHANGED
Shares987 from 987
Change0 (0%)
Value$321.0K (-$15.3K)
Filed 2026-10-28
Gen-Wealth Partners Inc
DECREASED
Shares985 from 1,166
Change-181 (-16%)
Value$320.4K (-$76.8K)
Filed 2026-11-04
Pinion Investment Advisors, LLC
DECREASED
Shares982 from 1,012
Change-30 (-3%)
Value$319.4K (-$25.4K)
Filed 2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED
Shares972 from 944
Change+28 (+3%)
Value$316.2K (-$5.5K)
Filed 2026-10-13
Zullo Investment Group, Inc.
DECREASED
Shares970 from 984
Change-14 (-1%)
Value$315.5K (-$19.8K)
Filed 2026-10-20
True Wealth Design, LLC
INCREASED
Shares969 from 920
Change+49 (+5%)
Value$315.2K (+$1.7K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares967 from 1,143
Change-176 (-15%)
Value$314.5K (-$74.9K)
Filed 2026-10-26
Portfolio Design Labs, LLC
INCREASED
Shares965 from 951
Change+14 (+1%)
Value$313.9K (-$10.2K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares963 from 3,104
Change-2,141 (-69%)
Value$313.2K (-$744.6K)
Filed 2026-10-14
Abacus Planning Group, Inc.
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$313.2K (-$14.9K)
Filed 2026-11-02
WoodTrust Financial Corp
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$313 (-$15)
Filed 2026-10-09
Werba Rubin Papier Wealth Management
INCREASED
Shares961 from 918
Change+43 (+5%)
Value$312.6K (-$175)
Filed 2026-11-06
Victory Financial Group, LLC
INCREASED
Shares960 from 792
Change+168 (+21%)
Value$312.2K (+$42.4K)
Filed 2026-10-27
Picton Mahoney Asset Management
DECREASED
Shares958 from 3,625
Change-2,667 (-74%)
Value$311.6K (-$923.6K)
Filed 2026-11-09
Verum Partners LLC
INCREASED
Shares958 from 941
Change+17 (+2%)
Value$311.5K (-$9.0K)
Filed 2026-10-21
Investment Planning Advisors, Inc.
INCREASED
Shares954 from 721
Change+233 (+32%)
Value$310.3K (+$64.6K)
Filed 2026-10-14
Elyxium Wealth, LLC
DECREASED
Shares951 from 960
Change-9 (-1%)
Value$309.3K (-$17.7K)
Filed 2026-10-27
Retirement Planning Group, LLC
INCREASED
Shares947 from 943
Change+4 (+0%)
Value$308.2K (-$13.3K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares945 from 925
Change+20 (+2%)
Value$307.5K (-$4.5K)
Filed 2026-11-02
Evermay Wealth Management LLC
DECREASED
Shares937 from 1,207
Change-270 (-22%)
Value$305.0K (-$106.5K)
Filed 2026-11-05
Cullinan Associates Inc
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$303.1K (-$14.4K)
Filed 2026-11-03
Diligent Investors, LLC
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$302.8K (-$14.4K)
Filed 2026-10-21
Y.D. More Investments Ltd
INCREASED
Shares926 from 232
Change+694 (+299%)
Value$301.2K (+$300.9K)
Filed 2026-11-02
M.E. Allison & Co., Inc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$300.8K (-$14.3K)
Filed 2026-10-09
BlueChip Wealth Advisors LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$299.6K (-$14.3K)
Filed 2026-11-03
Womack Financial LLC
DECREASED
Shares920 from 935
Change-15 (-2%)
Value$299.2K (-$19.4K)
Filed 2026-10-14
55 North Private Wealth, LLC
INCREASED
Shares918 from 881
Change+37 (+4%)
Value$298.6K (-$1.6K)
Filed 2026-10-20
Burling Wealth Partners, LLC
DECREASED
Shares912 from 1,022
Change-110 (-11%)
Value$296.6K (-$51.6K)
Filed 2026-11-09
Sovereign Investment Advisors, LLC
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$295.9K (-$14.0K)
Filed 2026-11-09
Traynor Capital Management, Inc.
INCREASED
Shares906 from 871
Change+35 (+4%)
Value$294.7K (-$2.1K)
Filed 2026-10-29
Harrington Investments, Inc
UNCHANGED
Shares901 from 901
Change0 (0%)
Value$293.1K (-$14.0K)
Filed 2026-10-14
Schwartz Investment Counsel Inc
DECREASED
Shares900 from 1,000
Change-100 (-10%)
Value$292.7K (-$48.0K)
Filed 2026-10-26
AUA Capital Management, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$292.7K (-$13.9K)
Filed 2026-10-15
Princeton Capital Management LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$292.7K (-$13.9K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$292 (-$15)
Filed 2026-11-04
Triangle Securities Wealth Management
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$290.1K (-$13.8K)
Filed 2026-10-14
Pacifica Partners Inc.
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$294.8K (-$26.5K)
Filed 2026-10-09
Samalin Investment Counsel, LLC
DECREASED
Shares888 from 892
Change-4 (0%)
Value$288.7K (-$15.1K)
Filed 2026-10-23
Bedel Financial Consulting, Inc.
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$288.8K (-$13.8K)
Filed 2026-11-06
Warren Street Wealth Advisors, LLC
INCREASED
Shares877 from 668
Change+209 (+31%)
Value$285.2K (+$57.6K)
Filed 2026-11-04
New England Professional Planning Group Inc.
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$285.2K (-$13.6K)
Filed 2026-10-29
Ervin Investment Management, LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$284.6K (-$13.6K)
Filed 2026-10-23
Altfest L J & Co Inc
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$282.7K (-$13.4K)
Filed 2026-10-27
Traveka Wealth, LLC
INCREASED
Shares868 from 604
Change+264 (+44%)
Value$282.3K (+$76.5K)
Filed 2026-10-19
CenterBook Partners LP
DECREASED
Shares864 from 1,315
Change-451 (-34%)
Value$281.0K (-$167.1K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares863 from 463
Change+400 (+86%)
Value$280.7K (+$122.9K)
Filed 2026-10-29
Financial Management Professionals, Inc.
INCREASED
Shares863 from 844
Change+19 (+2%)
Value$281.6K (-$6.9K)
Filed 2026-10-23
Aviance Capital Partners, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$280.4K (-$13.4K)
Filed 2026-10-29
BLB&B Advisors, LLC
INCREASED
Shares859 from 696
Change+163 (+23%)
Value$279.4K (+$42.2K)
Filed 2026-10-27
Trilogy Capital Inc.
INCREASED
Shares859 from 716
Change+143 (+20%)
Value$279.4K (+$35.4K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares855 from 825
Change+30 (+4%)
Value$278.2K (-$3.0K)
Filed 2026-10-30
Sicart Associates LLC
DECREASED
Shares850 from 1,050
Change-200 (-19%)
Value$305.8K (-$52.0K)
Filed 2026-10-29
Moody National Bank Trust Division
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$276.5K (-$13.2K)
Filed 2026-10-06
Manske Wealth Management
NEW
Shares849
Change+849
Value$276.1K
Filed 2026-10-26
D'Orazio & Associates, Inc.
DECREASED
Shares849 from 851
Change-2 (0%)
Value$276.2K (-$13.8K)
Filed 2026-11-04
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares843 from 822
Change+21 (+3%)
Value$274.1K (-$6.1K)
Filed 2026-10-27
Financial Solutions Advisory Group, Inc.
INCREASED
Shares842 from 841
Change+1 (+0%)
Value$302.9K (+$10.4K)
Filed 2026-10-28
WT Wealth Management
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$273.9K (-$13.0K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares841 from 848
Change-7 (-1%)
Value$273.5K (-$15.4K)
Filed 2026-10-28
RBA Wealth Management, LLC
INCREASED
Shares838 from 728
Change+110 (+15%)
Value$272.6K (+$24.5K)
Filed 2026-10-28
Leelyn Smith, LLC
INCREASED
Shares838 from 835
Change+3 (+0%)
Value$272.6K (-$12.0K)
Filed 2026-11-03
Moran Wealth Management, LLC
INCREASED
Shares835 from 751
Change+84 (+11%)
Value$271.6K (+$15.7K)
Filed 2026-10-22
Avise Financial Cooperative, Inc.
DECREASED
Shares830 from 835
Change-5 (-1%)
Value$270.0K (-$14.6K)
Filed 2026-11-09
Global Assets Advisory, LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$275.7K (-$16.1K)
Filed 2026-10-28
Genesis Private Wealth, LLC
DECREASED
Shares827 from 889
Change-62 (-7%)
Value$269.0K (-$33.9K)
Filed 2026-11-02
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares825 from 800
Change+25 (+3%)
Value$269.2K (-$4.2K)
Filed 2026-10-26
Intrua Financial, LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$268.0K (-$12.8K)
Filed 2026-10-28
Salzhauer Michael
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$268.0K (-$12.8K)
Filed 2026-10-28
Barry Investment Advisors, LLC
INCREASED
Shares823 from 822
Change+1 (+0%)
Value$268.7K (-$11.9K)
Filed 2026-10-14
Jacobsen Capital Management
DECREASED
Shares821 from 829
Change-8 (-1%)
Value$267.0K (-$15.4K)
Filed 2026-10-27
Associated Banc-Corp
DECREASED
Shares818 from 1,543
Change-725 (-47%)
Value$266.1K (-$259.7K)
Filed 2026-10-30
Zions Bancorporation, National Association
DECREASED
Shares817 from 2,292
Change-1,475 (-64%)
Value$265.7K (-$515.2K)
Filed 2026-11-06
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares816 from 859
Change-43 (-5%)
Value$266.0K (-$27.2K)
Filed 2026-11-09
Avantax Planning Partners, Inc.
DECREASED
Shares815 from 850
Change-35 (-4%)
Value$265.1K (-$24.6K)
Filed 2026-11-03
Atticus Wealth Management, LLC
INCREASED
Shares815 from 786
Change+29 (+4%)
Value$265.0K (-$2.9K)
Filed 2026-10-20
CenterStar Asset Management, LLC
NEW
Shares812
Change+812
Value$264.8K
Filed 2026-10-09
Leuthold Group, LLC
INCREASED
Shares812 from 804
Change+8 (+1%)
Value$264.1K (-$9.9K)
Filed 2026-11-04
Cooper Financial Group
INCREASED
Shares804 from 716
Change+88 (+12%)
Value$261.5K (+$17.6K)
Filed 2026-10-07
BankPlus Trust Department
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$261.2K (-$12.4K)
Filed 2026-11-06
Abacus Wealth Partners, LLC
DECREASED
Shares802 from 809
Change-7 (-1%)
Value$260.9K (-$14.8K)
Filed 2026-11-03
Crown Wealth Group, LLC
DECREASED
Shares800 from 855
Change-55 (-6%)
Value$260.2K (-$31.0K)
Filed 2026-10-19
Balboa Wealth Partners
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$260.2K (-$12.4K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares797 from 231
Change+566 (+245%)
Value$259.5K (+$180.4K)
Filed 2026-10-16
Olympiad Research LP
NEW
Shares795
Change+795
Value$258.6K
Filed 2026-11-04
Deseret Mutual Benefit Administrators
DECREASED
Shares789 from 841
Change-52 (-6%)
Value$256.6K (-$29.9K)
Filed 2026-11-04
Gould Asset Management LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$256.3K (-$12.2K)
Filed 2026-11-06
FDx Advisors, Inc.
DECREASED
Shares786 from 813
Change-27 (-3%)
Value$256 (-$21)
Filed 2026-11-09
Heritage Wealth Advisors
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$255.6K (-$12.2K)
Filed 2026-11-09
Summit Securities Group LLC
INCREASED
Shares784 from 84
Change+700 (+833%)
Value$255.0K (+$226.4K)
Filed 2026-11-05
Guardian Capital, LLC
DECREASED
Shares784 from 908
Change-124 (-14%)
Value$255.0K (-$54.3K)
Filed 2026-11-06
Tranquility Partners, LLC
INCREASED
Shares781 from 603
Change+178 (+30%)
Value$254.0K (+$48.6K)
Filed 2026-10-20
August Group Capital Ltd
DECREASED
Shares779 from 783
Change-4 (-1%)
Value$253.0K (-$13.4K)
Filed 2026-10-14
J.Safra Asset Management Corp
DECREASED
Shares778 from 779
Change-1 (0%)
Value$253.2K (-$12.3K)
Filed 2026-11-03
Great Diamond Partners, LLC
NEW
Shares775
Change+775
Value$252.1K
Filed 2026-10-13
Ariadne Wealth Management, LP
DECREASED
Shares773 from 782
Change-9 (-1%)
Value$251.4K (-$15.0K)
Filed 2026-11-06
Accredited Investors Inc.
DECREASED
Shares772 from 1,268
Change-496 (-39%)
Value$251.1K (-$181.0K)
Filed 2026-11-03
Clark Asset Management, LLC
DECREASED
Shares772 from 780
Change-8 (-1%)
Value$251.1K (-$14.6K)
Filed 2026-10-19
James J. Burns & Company, LLC
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$250.1K (-$11.8K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
INCREASED
Shares768 from 677
Change+91 (+13%)
Value$249.7K (+$18.9K)
Filed 2026-10-28
Poehling Capital Management, Inc.
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$249.1K (-$11.9K)
Filed 2026-10-20
Box Hill Private Wealth LLC
DECREASED
Shares762 from 814
Change-52 (-6%)
Value$247.7K (-$29.6K)
Filed 2026-10-05
New Perspectives, Inc
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$247.8K (-$11.8K)
Filed 2026-10-14
Challenger Wealth Management
INCREASED
Shares760 from 758
Change+2 (+0%)
Value$247.2K (-$11.0K)
Filed 2026-10-30
Nicholas Wealth, Llc.
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$246.8K (-$11.8K)
Filed 2026-10-26
Accurate Wealth Management, LLC
INCREASED
Shares755 from 707
Change+48 (+7%)
Value$261.4K (+$15.5K)
Filed 2026-10-20
Mendel Money Management
INCREASED
Shares755 from 752
Change+3 (+0%)
Value$245.6K (-$10.7K)
Filed 2026-11-02
Simon Quick Advisors, LLC
NEW
Shares753
Change+753
Value$244.9K
Filed 2026-10-26
Maia Wealth LLC
INCREASED
Shares753 from 707
Change+46 (+7%)
Value$244.8K (+$4.1K)
Filed 2026-10-19
Intergy Private Wealth, LLC
DECREASED
Shares752 from 760
Change-8 (-1%)
Value$244.6K (-$14.4K)
Filed 2026-10-16
Essex LLC
NEW
Shares748
Change+748
Value$243.3K
Filed 2026-10-14
United Community Bank
INCREASED
Shares744 from 720
Change+24 (+3%)
Value$242.0K (-$3.3K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
NEW
Shares742
Change+742
Value$241.2K
Filed 2026-10-14
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$241.3K (-$11.5K)
Filed 2026-10-08
Kavar Capital Partners Group, LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$240.7K (-$11.5K)
Filed 2026-11-06
Hamilton Capital, LLC
UNCHANGED
Shares739 from 739
Change0 (0%)
Value$240.4K (-$11.4K)
Filed 2026-10-08
Thrive Wealth Management, LLC
DECREASED
Shares738 from 764
Change-26 (-3%)
Value$240.0K (-$20.4K)
Filed 2026-10-13
Alliance Private Wealth, LLC
INCREASED
Shares737 from 677
Change+60 (+9%)
Value$239.7K (+$9.0K)
Filed 2026-10-20
Salem Investment Counselors Inc
DECREASED
Shares736 from 787
Change-51 (-6%)
Value$240.1K (-$28.8K)
Filed 2026-10-13
Syverson Strege & Co
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$238.1K (-$11.3K)
Filed 2026-11-02
Weatherly Asset Management L. P.
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$237.8K (-$11.3K)
Filed 2026-10-20
Washington Capital Management, Inc
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$236.8K (-$11.3K)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
INCREASED
Shares722 from 688
Change+34 (+5%)
Value$234.9K (+$407)
Filed 2026-10-05
Signature Equity Partners, LLC
DECREASED
Shares722 from 729
Change-7 (-1%)
Value$234.8K (-$13.8K)
Filed 2026-10-29
Enhancing Capital LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$234.8K (-$11.2K)
Filed 2026-10-26
Pines Wealth Management, LLC
DECREASED
Shares717 from 853
Change-136 (-16%)
Value$233.2K (-$57.4K)
Filed 2026-10-21
Silver OAK Securities, Incorporated
NEW
Shares716
Change+716
Value$261.3K
Filed 2026-11-09
Perryman Financial Advisory Inc
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$230.9K (-$11.0K)
Filed 2026-10-16
Allen Capital Group, LLC
INCREASED
Shares709 from 689
Change+20 (+3%)
Value$230.6K (-$4.2K)
Filed 2026-10-27
Meramec Financial Planners, LLC
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$258.4K (+$4.3K)
Filed 2026-11-09
Kelman-Lazarov, Inc.
INCREASED
Shares699 from 653
Change+46 (+7%)
Value$227.4K (+$4.8K)
Filed 2026-11-09
CoreCap Advisors, LLC
INCREASED
Shares699 from 685
Change+14 (+2%)
Value$227.5K (-$6.1K)
Filed 2026-10-08
HBE Wealth Management, LLC
INCREASED
Shares699 from 696
Change+3 (+0%)
Value$227.4K (-$9.8K)
Filed 2026-11-06
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares698 from 596
Change+102 (+17%)
Value$226.9K (+$23.7K)
Filed 2026-10-20
Secure Asset Management, LLC
INCREASED
Shares695 from 590
Change+105 (+18%)
Value$226.2K (+$25.3K)
Filed 2026-10-19
Mayfair Advisory Group, LLC
INCREASED
Shares695 from 670
Change+25 (+4%)
Value$226.0K (-$15.0K)
Filed 2026-10-20
Hoxton Planning & Management, LLC
DECREASED
Shares691 from 700
Change-9 (-1%)
Value$224.7K (-$13.8K)
Filed 2026-10-15
Pavion Blue Capital, LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$224.7K (-$10.7K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$223.4K (-$10.6K)
Filed 2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares685 from 785
Change-100 (-13%)
Value$222.8K (-$44.7K)
Filed 2026-10-22
Traphagen Investment Advisors LLC
INCREASED
Shares674 from 658
Change+16 (+2%)
Value$219.3K (-$4.9K)
Filed 2026-10-14
Barlow Wealth Partners, LLC
UNCHANGED
Shares673 from 673
Change0 (0%)
Value$224.9K (-$14.1K)
Filed 2026-10-15
Lewis Asset Management, LLC
NEW
Shares671
Change+671
Value$218.9K
Filed 2026-10-14
Montz Harcus Wealth Management LLC
INCREASED
Shares671 from 669
Change+2 (+0%)
Value$218.4K (-$9.4K)
Filed 2026-10-09
Spire Wealth Management
DECREASED
Shares669 from 8,439
Change-7,770 (-92%)
Value$217.4K (-$2.7M)
Filed 2026-10-30
Convergence Investment Partners, LLC
DECREASED
Shares668 from 684
Change-16 (-2%)
Value$217.4K (-$15.8K)
Filed 2026-10-28
Bfsg, LLC
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$217.3K (-$10.4K)
Filed 2026-10-30
Wedge Capital Management L L P
INCREASED
Shares667 from 666
Change+1 (+0%)
Value$216.9K (-$10.0K)
Filed 2026-10-13
Cogent Strategic Wealth LLC
INCREASED
Shares666 from 622
Change+44 (+7%)
Value$216.6K (+$4.7K)
Filed 2026-10-22
RDA Financial Network
DECREASED
Shares662 from 677
Change-15 (-2%)
Value$215.3K (-$15.4K)
Filed 2026-10-15
Meridian Financial Advisors, LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$215.0K (-$10.2K)
Filed 2026-10-14
Midland Wealth Advisors, LLC
DECREASED
Shares660 from 719
Change-59 (-8%)
Value$214.7K (-$30.3K)
Filed 2026-10-26
Rockline Wealth Management, LLC
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$213.7K (-$10.2K)
Filed 2026-10-26
Clear Retirement Advice LLC
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$213.4K (-$10.2K)
Filed 2026-10-22
Reflection Asset Management
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$213.0K (-$10.1K)
Filed 2026-10-28
Bigelow Investment Advisors, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$211.4K (-$10.1K)
Filed 2026-10-13
Trust Co
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$211.1K (-$10.1K)
Filed 2026-10-09
Edmp, Inc.
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$210.8K (-$10.0K)
Filed 2026-10-22
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$210.4K (-$10.0K)
Filed 2026-10-14
Tanager Wealth Management LLP
NEW
Shares646
Change+646
Value$210.2K
Filed 2026-10-19
HMS Capital Management, LLC
DECREASED
Shares646 from 1,005
Change-359 (-36%)
Value$210.1K (-$132.3K)
Filed 2026-10-20
Marino, Stram & Associates LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$208.9K (-$10.0K)
Filed 2026-10-22
Winthrop Advisory Group LLC
INCREASED
Shares639 from 590
Change+49 (+8%)
Value$208.4K (+$7.2K)
Filed 2026-10-22
NTV Asset Management LLC
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$206.9K (-$9.9K)
Filed 2026-10-23
Wealth Preservation Advisors, LLC
NEW
Shares635
Change+635
Value$206.5K
Filed 2026-11-05
Oak Harvest Investment Services
INCREASED
Shares635 from 626
Change+9 (+1%)
Value$206.5K (-$6.8K)
Filed 2026-10-20
Gilman Hill Asset Management, LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$205.9K (-$9.8K)
Filed 2026-10-13
Leisure Capital Management
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$205.9K (-$9.8K)
Filed 2026-11-03
Mcdonald Partners LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$205.9K (-$9.8K)
Filed 2026-11-03
Sage Rhino Capital LLC
DECREASED
Shares631 from 636
Change-5 (-1%)
Value$205.2K (-$11.5K)
Filed 2026-10-28
Apollon Financial, LLC
INCREASED
Shares629 from 628
Change+1 (+0%)
Value$204.6K (-$9.4K)
Filed 2026-10-23
Embree Financial Group
DECREASED
Shares627 from 652
Change-25 (-4%)
Value$203.9K (-$18.2K)
Filed 2026-10-22
Peachtree Investment Partners, LLC
INCREASED
Shares626 from 593
Change+33 (+6%)
Value$203.7K (+$1.7K)
Filed 2026-11-05
Ifrah Financial Services, Inc.
DECREASED
Shares625 from 633
Change-8 (-1%)
Value$203.3K (-$12.4K)
Filed 2026-10-13
First Business Financial Services, Inc.
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$203.3K (-$9.7K)
Filed 2026-10-29
Highline Wealth Partners LLC
INCREASED
Shares619 from 53
Change+566 (+1068%)
Value$201.3K (+$183.3K)
Filed 2026-10-19
American National Bank & Trust
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$196.1K (-$9.3K)
Filed 2026-10-07
Alpha Family Trust
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$204.4K ($0)
Filed 2026-11-04
Dakota Community Bank & Trust NA
INCREASED
Shares598 from 491
Change+107 (+22%)
Value$194.5K (+$27.2K)
Filed 2026-10-09
Canvas Wealth Advisors, LLC
DECREASED
Shares587 from 674
Change-87 (-13%)
Value$212.7K (-$17.7K)
Filed 2026-11-02
Bayban
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$185.4K ($0)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares541 from 376
Change+165 (+44%)
Value$176.0K (+$47.8K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares541 from 459
Change+82 (+18%)
Value$176.0K (+$19.6K)
Filed 2026-11-05
Paladin Partners, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$175.6K (-$8.4K)
Filed 2026-10-06
Salomon & Ludwin, LLC
DECREASED
Shares510 from 513
Change-3 (-1%)
Value$165.9K (-$14.6K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$165.6K (-$7.9K)
Filed 2026-10-21
Brown, Lisle Ings, Inc.
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$164.3K (-$7.8K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares498 from 497
Change+1 (+0%)
Value$162.2K (-$7.4K)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares489
Change+489
Value$159.0K
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$151.6K (-$7.2K)
Filed 2026-11-05
First Bancorp, Inc
INCREASED
Shares462 from 417
Change+45 (+11%)
Value$150.3K (+$8.2K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares452 from 346
Change+106 (+31%)
Value$147.0K (+$29.1K)
Filed 2026-10-13
Southern Michigan Bank & Trust
INCREASED
Shares442 from 433
Change+9 (+2%)
Value$143.8K (-$3.8K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
INCREASED
Shares440 from 425
Change+15 (+4%)
Value$143.1K (-$1.7K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
DECREASED
Shares437 from 442
Change-5 (-1%)
Value$142.2K (-$8.5K)
Filed 2026-11-03
Proathlete Wealth Management LLC
INCREASED
Shares433 from 399
Change+34 (+9%)
Value$140.8K (+$4.9K)
Filed 2026-10-15
General Partner, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$138.2K (-$6.6K)
Filed 2026-10-05
WPG Advisers, LLC
INCREASED
Shares422 from 415
Change+7 (+2%)
Value$137.3K (-$4.2K)
Filed 2026-10-27
Birchbrook, Inc.
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$134.3K (-$6.4K)
Filed 2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$130.1K (-$6.2K)
Filed 2026-10-22
Nova Financial LLC
NEW
Shares396
Change+396
Value$128.8K
Filed 2026-11-04
Bayforest Capital Ltd
INCREASED
Shares384 from 205
Change+179 (+87%)
Value$124.9K (+$55.0K)
Filed 2026-11-03
First Financial Corp
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$122.9K (-$5.9K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
DECREASED
Shares366 from 426
Change-60 (-14%)
Value$119.0K (-$26.1K)
Filed 2026-10-20
Torren Management, LLC
DECREASED
Shares351 from 379
Change-28 (-7%)
Value$114.3K (-$15.0K)
Filed 2026-10-29
Rosenberg Matthew Hamilton
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$112.9K (-$5.4K)
Filed 2026-10-05
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares337 from 418
Change-81 (-19%)
Value$109.6K (-$32.8K)
Filed 2026-10-28
Union Savings Bank
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$109.3K (-$5.2K)
Filed 2026-10-14
Thompson Investment Management, Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$107.3K (-$5.1K)
Filed 2026-10-14
North Star Investment Management Corp.
INCREASED
Shares326 from 299
Change+27 (+9%)
Value$106.1K (+$4.2K)
Filed 2026-10-27
Bell Investment Advisors, Inc
DECREASED
Shares322 from 328
Change-6 (-2%)
Value$104.7K (-$7.0K)
Filed 2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$101.8K (-$4.8K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
DECREASED
Shares300 from 400
Change-100 (-25%)
Value$97.6K (-$38.7K)
Filed 2026-10-09
Carolina Wealth Advisors, LLC
INCREASED
Shares287 from 21
Change+266 (+1267%)
Value$93.3K (+$86.2K)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$94.3K (-$2.8K)
Filed 2026-11-02
MB, Levis & Associates, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$90.0K (-$4.3K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
DECREASED
Shares261 from 277
Change-16 (-6%)
Value$84.9K (-$9.5K)
Filed 2026-10-22
Granite FO LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$84.6K (-$4.0K)
Filed 2026-10-14
TrustBank
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$82.9K (-$4.0K)
Filed 2026-10-20
Palladiem, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$82.0K (-$3.7K)
Filed 2026-11-09
Heritage Family Offices, LLP
NEW
Shares251
Change+251
Value$81.6K
Filed 2026-11-02
Alta Capital Management LLC/
NEW
Shares250
Change+250
Value$81.3K
Filed 2026-10-26
Oakmont Corp
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$78.1K (-$3.7K)
Filed 2026-11-09
Horizons Wealth Management
NEW
Shares239
Change+239
Value$77.7K
Filed 2026-10-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$77.7K (-$3.7K)
Filed 2026-10-07
Meriwether Wealth & Planning, LLC
NEW
Shares230
Change+230
Value$74.8K
Filed 2026-10-13
Activest Wealth Management
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$74.8K (-$3.6K)
Filed 2026-10-15
Caldwell Trust Co
DECREASED
Shares214 from 233
Change-19 (-8%)
Value$69.6K (-$9.8K)
Filed 2026-10-30
Jnba Financial Advisors
INCREASED
Shares211 from 131
Change+80 (+61%)
Value$68.6K (+$24.0K)
Filed 2026-11-03
Hurley Capital, LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$67.1K (-$3.2K)
Filed 2026-11-05
Key FInancial Inc
INCREASED
Shares203 from 151
Change+52 (+34%)
Value$66.0K (+$14.6K)
Filed 2026-11-02
Clean Yield Group
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$65.4K (-$3.1K)
Filed 2026-10-28
Old Second National Bank of Aurora
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$65.4K (-$3.1K)
Filed 2026-10-22
Axiom Investment Management LLC
DECREASED
Shares200 from 280
Change-80 (-29%)
Value$65.1K (-$30.5K)
Filed 2026-11-03
Boyd Watterson Asset Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$65.1K (-$3.1K)
Filed 2026-11-06
Albion Financial Group
DECREASED
Shares197 from 232
Change-35 (-15%)
Value$64.1K (-$15.0K)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
INCREASED
Shares191 from 166
Change+25 (+15%)
Value$62 (+$5)
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$61.5K (-$2.9K)
Filed 2026-10-05
Vaquero Private Wealth, LTD
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$58.2K (-$2.8K)
Filed 2026-10-27
Main Street Group, LTD
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$57.2K (-$2.7K)
Filed 2026-10-28
TFC Financial Management, Inc.
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$56.6K (-$2.7K)
Filed 2026-10-26
Hilltop National Bank
DECREASED
Shares172 from 245
Change-73 (-30%)
Value$55.9K (-$27.5K)
Filed 2026-10-14
Marquette Asset Management, LLC
INCREASED
Shares169 from 146
Change+23 (+16%)
Value$55.0K (+$5.2K)
Filed 2026-10-09
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$55.1K (-$2.5K)
Filed 2026-10-28
Strive Financial Group,LLC
NEW
Shares168
Change+168
Value$54.6K
Filed 2026-11-09
USA Financial Formulas
NEW
Shares166
Change+166
Value$54.0K
Filed 2026-10-16
Tounjian Advisory Partners, LLC
INCREASED
Shares162 from 40
Change+122 (+305%)
Value$52.6K (+$39.1K)
Filed 2026-11-04
City Holding Co
INCREASED
Shares162 from 150
Change+12 (+8%)
Value$52.7K (+$1.6K)
Filed 2026-10-19
KFG LLC
NEW
Shares160
Change+160
Value$52.0K
Filed 2026-11-02
Lodestone Wealth Management LLC
INCREASED
Shares158 from 156
Change+2 (+1%)
Value$51.4K (-$1.7K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
INCREASED
Shares152 from 132
Change+20 (+15%)
Value$49.4K (+$4.5K)
Filed 2026-10-28
Rydar Equities, Inc.
NEW
Shares150
Change+150
Value$50.2K
Filed 2026-10-13
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$48.8K (-$2.3K)
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares148 from 109
Change+39 (+36%)
Value$48.1K (+$11.0K)
Filed 2026-11-03
Compass Financial Management LLC
NEW
Shares147
Change+147
Value$47.8K
Filed 2026-10-30
Valued Wealth Advisors LLC
INCREASED
Shares142 from 117
Change+25 (+21%)
Value$46.4K (+$6.4K)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$45.5K (-$2.2K)
Filed 2026-11-04
First United Bank & Trust
DECREASED
Shares137 from 139
Change-2 (-1%)
Value$44.6K (-$2.8K)
Filed 2026-10-22
GoalVest Advisory LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$43.9K (-$2.1K)
Filed 2026-10-02
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$43.9K (-$3.7K)
Filed 2026-10-01
Mainstream Capital Management LLC
NEW
Shares134
Change+134
Value$43.6K
Filed 2026-10-23
Joseph Group Capital Management
INCREASED
Shares132 from 124
Change+8 (+6%)
Value$42.9K (+$681)
Filed 2026-11-04
Avion Wealth
INCREASED
Shares132 from 125
Change+7 (+6%)
Value$42 ($0)
Filed 2026-11-04
Atwood & Palmer Inc
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$42.3K (-$2.0K)
Filed 2026-10-08
N.E.W. Advisory Services LLC
INCREASED
Shares127 from 118
Change+9 (+8%)
Value$41.3K (+$1.1K)
Filed 2026-11-09
Creative Financial Designs Inc
INCREASED
Shares125 from 121
Change+4 (+3%)
Value$40.6K (-$499)
Filed 2026-11-04
Atlantic Private Wealth, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$40.7K (-$1.9K)
Filed 2026-11-09
Kimelman & Baird, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$40.7K (-$1.9K)
Filed 2026-11-03
Bank & Trust Co
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$40.3K (-$1.9K)
Filed 2026-10-07
Tradewinds Capital Management, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$40.0K (-$1.9K)
Filed 2026-10-23
Darwin Wealth Management, LLC
INCREASED
Shares122 from 76
Change+46 (+61%)
Value$39.7K (+$13.8K)
Filed 2026-11-09
Olistico Wealth, LLC
DECREASED
Shares115 from 200
Change-85 (-42%)
Value$37.4K (-$30.7K)
Filed 2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares115 from 100
Change+15 (+15%)
Value$37 (+$3)
Filed 2026-10-14
Hickory Point Bank & Trust
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$37.4K (-$1.8K)
Filed 2026-10-01
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$36.4K (-$1.7K)
Filed 2026-10-15
Ares Financial Consulting, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$35.5K (-$1.7K)
Filed 2026-10-19
Pathway Financial Advisers, LLC
NEW
Shares102
Change+102
Value$33.1K
Filed 2026-10-27
Cedar Mountain Advisors, LLC
INCREASED
Shares101 from 100
Change+1 (+1%)
Value$32.9K (-$1.2K)
Filed 2026-10-15
Kozak & Associates, Inc.
DECREASED
Shares100 from 103
Change-3 (-3%)
Value$35.6K (-$678)
Filed 2026-10-29
Philadelphia Investment Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$32.5K (-$1.5K)
Filed 2026-11-09
Laurel Wealth Advisors LLC
NEW
Shares99
Change+99
Value$32.2K
Filed 2026-10-27
West Paces Advisors Inc.
DECREASED
Shares99 from 102
Change-3 (-3%)
Value$32.2K (-$2.6K)
Filed 2026-10-13
Financial Consulate, Inc
DECREASED
Shares99 from 101
Change-2 (-2%)
Value$32.2K (-$2.2K)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares93 from 74
Change+19 (+26%)
Value$30.2K (+$5.0K)
Filed 2026-10-16
Centennial Bank
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$29.9K (-$1.4K)
Filed 2026-11-09
John Boyer, Inc.
NEW
Shares89
Change+89
Value$28.9K
Filed 2026-10-27
Arlington Trust Co LLC
DECREASED
Shares89 from 96
Change-7 (-7%)
Value$28.9K (-$3.8K)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares87
Change+87
Value$28.3K
Filed 2026-10-19
Bare Financial Services, Inc
INCREASED
Shares87 from 82
Change+5 (+6%)
Value$28.3K (+$357)
Filed 2026-11-04
Essential Investment Partners LLC
INCREASED
Shares85 from 56
Change+29 (+52%)
Value$27.6K (+$8.6K)
Filed 2026-10-27
PlanVest Financial, Inc
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$27.3K (-$1.3K)
Filed 2026-11-09
First Command Advisory Services, Inc.
INCREASED
Shares82 from 66
Change+16 (+24%)
Value$26.8K (+$4.3K)
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares82 from 94
Change-12 (-13%)
Value$27 (-$5)
Filed 2026-10-30
Wilkerson Advisory Group LLC
INCREASED
Shares81 from 77
Change+4 (+5%)
Value$26.3K (+$108)
Filed 2026-10-20
Bullock Wealth Management Group
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$26.2K (-$1.6K)
Filed 2026-10-09
IMG Wealth Management, Inc.
INCREASED
Shares78 from 72
Change+6 (+8%)
Value$25.4K (+$837)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
DECREASED
Shares77 from 87
Change-10 (-11%)
Value$25.0K (-$4.6K)
Filed 2026-11-04
Canton Hathaway, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$24.7K (-$1.2K)
Filed 2026-10-23
Downshift Financial, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$24.7K (-$1.2K)
Filed 2026-10-13
Highland Investment Advisors LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$24.9K (-$1.1K)
Filed 2026-11-09
Toth Financial Advisory Corp
INCREASED
Shares75 from 65
Change+10 (+15%)
Value$24.4K (+$2.2K)
Filed 2026-10-08
DeDora Capital, Inc.
NEW
Shares72
Change+72
Value$23.4K
Filed 2026-10-26
Entrust Financial LLC
DECREASED
Shares72 from 73
Change-1 (-1%)
Value$23.5K (-$1.4K)
Filed 2026-11-04
Tower Trust & Investment Co
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$23.4K (-$1.1K)
Filed 2026-10-28
High Note Wealth, LLC
INCREASED
Shares70 from 41
Change+29 (+71%)
Value$22.8K (+$8.8K)
Filed 2026-10-27
Louisbourg Investments Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$22.8K (-$1.1K)
Filed 2026-10-20
Global Trust Asset Management, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$22.1K (-$1.1K)
Filed 2026-10-19
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$22.1K (-$1.1K)
Filed 2026-11-02
Hughes Financial Services, LLC
INCREASED
Shares65 from 44
Change+21 (+48%)
Value$23.5K (+$8.6K)
Filed 2026-10-30
Wolff Wiese Magana LLC
INCREASED
Shares62 from 56
Change+6 (+11%)
Value$20.2K (+$1.1K)
Filed 2026-10-15
Navigoe, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$19 (-$1)
Filed 2026-11-04
Nvwm, LLC
INCREASED
Shares58 from 16
Change+42 (+263%)
Value$18.9K (+$13.4K)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED
Shares57 from 49
Change+8 (+16%)
Value$18.6K (+$1.9K)
Filed 2026-11-03
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$18.5K (-$883)
Filed 2026-11-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$18.2K (-$868)
Filed 2026-10-20
Burk Holdings LLC
DECREASED
Shares55 from 59
Change-4 (-7%)
Value$17.9K (-$2.2K)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares54
Change+54
Value$17.7K
Filed 2026-10-09
Maseco LLP
INCREASED
Shares54 from 50
Change+4 (+8%)
Value$17.6K (+$537)
Filed 2026-10-27
Dogwood Wealth Management LLC
INCREASED
Shares50 from 48
Change+2 (+4%)
Value$16.3K (-$93)
Filed 2026-11-09
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$16.3K (-$774)
Filed 2026-10-15
Park Square Financial Group, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$15.9K (-$760)
Filed 2026-11-09
Investors Research Corp
DECREASED
Shares48 from 95
Change-47 (-49%)
Value$15.6K (-$16.8K)
Filed 2026-10-07
Aspect Partners, LLC
DECREASED
Shares47 from 60
Change-13 (-22%)
Value$15.3K (-$5.2K)
Filed 2026-10-20
Polaris Financial Partners
NEW
Shares46
Change+46
Value$15
Filed 2026-10-02
Acumen Wealth Advisors, LLC
NEW
Shares41
Change+41
Value$13.3K
Filed 2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares40
Change+40
Value$13.0K
Filed 2026-10-14
Creative Capital Management Investments LLC
INCREASED
Shares40 from 32
Change+8 (+25%)
Value$13.0K (+$2.1K)
Filed 2026-10-28
Private Wealth Management Group, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$11.9K (-$569)
Filed 2026-10-19
Madden Securities Corp
NEW
Shares35
Change+35
Value$11.4K
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares35 from 28
Change+7 (+25%)
Value$11.5K (+$1.9K)
Filed 2026-10-14
Community Financial Services Group, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$11.6K (-$715)
Filed 2026-10-15
DT Investment Partners, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$11.4K (-$542)
Filed 2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$11 (-$1)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares34
Change+34
Value$11.1K
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
NEW
Shares34
Change+34
Value$11.1K
Filed 2026-11-05
Fairscale Capital, LLC
INCREASED
Shares34 from 14
Change+20 (+143%)
Value$12.4K (+$7.6K)
Filed 2026-11-04
Holos Integrated Wealth LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$12.1K (-$103)
Filed 2026-10-23
Addison Advisors LLC
INCREASED
Shares32 from 30
Change+2 (+7%)
Value$10.4K (+$185)
Filed 2026-11-06
Cranbrook Wealth Management, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$10.4K (-$496)
Filed 2026-10-28
Clark Wealth Partners
INCREASED
Shares30 from 24
Change+6 (+25%)
Value$9.8K (+$1.6K)
Filed 2026-10-19
Coston, McIsaac & Partners
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$9.8K (+$9.7K)
Filed 2026-11-06
Noble Wealth Management PBC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$9.8K (-$464)
Filed 2026-10-01
Tsfg, LLC
DECREASED
Shares29 from 65
Change-36 (-55%)
Value$9 (-$13)
Filed 2026-10-23
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$8.8K (-$418)
Filed 2026-11-09
Planning Strategies Inc.
INCREASED
Shares26 from 25
Change+1 (+4%)
Value$8.5K (-$62)
Filed 2026-10-02
William B. Walkup & Associates, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$8.2K (-$392)
Filed 2026-11-05
Monetary Solutions, Ltd
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$7.2K (-$340)
Filed 2026-10-22
First Pacific Financial
DECREASED
Shares21 from 41
Change-20 (-49%)
Value$6.9K (-$7.1K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
INCREASED
Shares21 from 19
Change+2 (+11%)
Value$6.8K (+$356)
Filed 2026-10-28
1620 Investment Advisors, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$6.8K (-$326)
Filed 2026-11-04
Gleason Group, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$6.8K (-$326)
Filed 2026-10-15
Horizon Financial Services, LLC
NEW
Shares20
Change+20
Value$6.5K
Filed 2026-11-04
Bangor Savings Bank
DECREASED
Shares20 from 58
Change-38 (-66%)
Value$6.5K (-$13.3K)
Filed 2026-10-06
Kingdom Financial Group Llc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$6.2K (-$294)
Filed 2026-11-04
Kings Path Partners LLC
DECREASED
Shares18 from 24
Change-6 (-25%)
Value$5.9K (-$2.3K)
Filed 2026-10-21
Davis Capital Management
INCREASED
Shares17 from 12
Change+5 (+42%)
Value$5.5K (+$1.4K)
Filed 2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$5.5K (-$264)
Filed 2026-11-04
American Capital Advisory, LLC
INCREASED
Shares16 from 15
Change+1 (+7%)
Value$5.2K (+$92)
Filed 2026-10-28
Alpine Bank Wealth Management
DECREASED
Shares15 from 204
Change-189 (-93%)
Value$4.9K (-$64.6K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
DECREASED
Shares13 from 15
Change-2 (-13%)
Value$4.2K (-$883)
Filed 2026-10-27
Kentucky Trust Co
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.2K (-$202)
Filed 2026-10-15
Markowski Investments
NEW
Shares12
Change+12
Value$3.9K
Filed 2026-10-30
Burkett Financial Services, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.0K (-$178)
Filed 2026-10-01
RMG Wealth Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.4K (+$253)
Filed 2026-10-26
Adirondack Trust Co
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$3.6K (-$171)
Filed 2026-10-14
PayPay Securities Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$3.6K (-$170)
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares10 from 44
Change-34 (-77%)
Value$3.3K (-$11.7K)
Filed 2026-10-28
Tidemark, LLC
INCREASED
Shares9 from 2
Change+7 (+350%)
Value$2.9K (+$2.2K)
Filed 2026-11-09
Retirement Wealth Solutions LLC
NEW
Shares8
Change+8
Value$2.6K
Filed 2026-10-07
Three Bridge Wealth Advisors, LLC
NEW
Shares8
Change+8
Value$2.6K
Filed 2026-11-05
Motco
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.6K (-$124)
Filed 2026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.3K (-$109)
Filed 2026-10-21
Fairway Wealth LLC
NEW
Shares6
Change+6
Value$2.0K
Filed 2026-10-30
Breakwater Investment Management
INCREASED
Shares6 from 4
Change+2 (+50%)
Value$2.0K (+$589)
Filed 2026-10-20
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares5 from 72
Change-67 (-93%)
Value$1.6K (-$22.9K)
Filed 2026-10-30
Mascoma Wealth Management LLC
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$1.6K (-$759)
Filed 2026-10-23
Fortis Group Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.6K (-$78)
Filed 2026-11-06
William Mack & Associates, Inc.
NEW
Shares4
Change+4
Value$1.3K
Filed 2026-10-27
Key Capital Management, Inc
NEW
Shares4
Change+4
Value$1.3K
Filed 2026-11-03
DecisionPoint Financial, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$1.3K (+$270)
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$976 (-$47)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares2
Change+2
Value$655
Filed 2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$651 (-$30)
Filed 2026-10-23
Redwood Park Advisors LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$651 (-$31)
Filed 2026-11-02
Align Financial, LLC
NEW
Shares1
Change+1
Value$325
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$326 (-$15)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$326 (-$15)
Filed 2026-10-15
Xxec, Inc.
CLOSED
Shares0 from 80,652
Change-80,652 (-100%)
Value$0 (-$26.2M)
Filed 2026-11-05
Alberta Investment Management Corp
CLOSED
Shares0 from 26,500
Change-26,500 (-100%)
Value$0 (-$9.0M)
Filed 2026-11-09
Nicholas Company, Inc.
CLOSED
Shares0 from 25,425
Change-25,425 (-100%)
Value$0 (-$8.7M)
Filed 2026-11-05
University of Texas S AM Investment Management Co
CLOSED
Shares0 from 7,612
Change-7,612 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-03
Simplex Trading, LLC
CLOSED
Shares0 from 7,247
Change-7,247 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-04
Surience Private Wealth LLC
CLOSED
Shares0 from 7,064
Change-7,064 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-16
Schear Investment Advisers, LLC
CLOSED
Shares0 from 6,154
Change-6,154 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-14
Triglav Investments, D.O.O.
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-06
World Equity Group, Inc.
CLOSED
Shares0 from 2,370
Change-2,370 (-100%)
Value$0 (-$807.6K)
Filed 2026-10-14
Sunesis Advisors, LLC
CLOSED
Shares0 from 2,136
Change-2,136 (-100%)
Value$0 (-$727.7K)
Filed 2026-10-26
Legacy Advisors, LLC
CLOSED
Shares0 from 2,008
Change-2,008 (-100%)
Value$0 (-$686.3K)
Filed 2026-10-19
Johnson Financial Group, LLC
CLOSED
Shares0 from 2,006
Change-2,006 (-100%)
Value$0 (-$683.5K)
Filed 2026-11-03
Jefferies Financial Group Inc.
CLOSED
Shares0 from 1,959
Change-1,959 (-100%)
Value$0 (-$667.5K)
Filed 2026-11-05
Freestone Capital Holdings, LLC
CLOSED
Shares0 from 1,542
Change-1,542 (-100%)
Value$0 (-$525.4K)
Filed 2026-11-09
Wealth Science Advisors LLC
CLOSED
Shares0 from 1,468
Change-1,468 (-100%)
Value$0 (-$500.2K)
Filed 2026-10-09
111 Capital
CLOSED
Shares0 from 1,347
Change-1,347 (-100%)
Value$0 (-$459.0K)
Filed 2026-11-03
Souders Financial Advisors
CLOSED
Shares0 from 1,136
Change-1,136 (-100%)
Value$0 (-$387.1K)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,061
Change-1,061 (-100%)
Value$0 (-$361.5K)
Filed 2026-11-03
Laurion Capital Management LP
CLOSED
Shares0 from 1,057
Change-1,057 (-100%)
Value$0 (-$360.2K)
Filed 2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
CLOSED
Shares0 from 1,032
Change-1,032 (-100%)
Value$0 (-$351.6K)
Filed 2026-10-30
Parnassus Investments, LLC
CLOSED
Shares0 from 983
Change-983 (-100%)
Value$0 (-$334.9K)
Filed 2026-10-22
Ellsworth Advisors, LLC
CLOSED
Shares0 from 967
Change-967 (-100%)
Value$0 (-$326.4K)
Filed 2026-10-15
Ridgewood Investments LLC
CLOSED
Shares0 from 943
Change-943 (-100%)
Value$0 (-$321.3K)
Filed 2026-10-05
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 912
Change-912 (-100%)
Value$0 (-$310.8K)
Filed 2026-10-26
Sound Financial Strategies Group, LLC
CLOSED
Shares0 from 886
Change-886 (-100%)
Value$0 (-$301.9K)
Filed 2026-10-30
BancFirst Trust & Investment Management
CLOSED
Shares0 from 803
Change-803 (-100%)
Value$0 (-$275.7K)
Filed 2026-10-30
Seed Wealth Management, Inc.
CLOSED
Shares0 from 785
Change-785 (-100%)
Value$0 (-$267.5K)
Filed 2026-10-20
Kestra Investment Management, LLC
CLOSED
Shares0 from 748
Change-748 (-100%)
Value$0 (-$255.5K)
Filed 2026-11-04
AGH Wealth Advisors, LLC
CLOSED
Shares0 from 746
Change-746 (-100%)
Value$0 (-$254.2K)
Filed 2026-10-26
Symmetry Partners, LLC
CLOSED
Shares0 from 742
Change-742 (-100%)
Value$0 (-$252.8K)
Filed 2026-10-27
Mechanics Bank Trust Department
CLOSED
Shares0 from 730
Change-730 (-100%)
Value$0 (-$248.7K)
Filed 2026-10-13
Balentine LLC
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$244.7K)
Filed 2026-11-03
Howard Financial Services, Ltd.
CLOSED
Shares0 from 717
Change-717 (-100%)
Value$0 (-$244.3K)
Filed 2026-10-15
Phoenix Financial Ltd.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$237.8K)
Filed 2026-11-09
Financial Insights, Inc.
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$232.7K)
Filed 2026-10-27
Smith Shellnut Wilson LLC
CLOSED
Shares0 from 673
Change-673 (-100%)
Value$0 (-$229.3K)
Filed 2026-10-21
Impact Investors, Inc
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$224.9K)
Filed 2026-11-02
Five Oceans Advisors
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-22
Tactive Advisors, LLC
CLOSED
Shares0 from 643
Change-643 (-100%)
Value$0 (-$219.0K)
Filed 2026-10-08
Sawgrass Asset Management LLC
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$209.6K)
Filed 2026-11-03
Barings LLC
CLOSED
Shares0 from 614
Change-614 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-22
Blue Capital, Inc.
CLOSED
Shares0 from 611
Change-611 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-13
TAGStone Capital, Inc.
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$206.3K)
Filed 2026-11-09
Carl P. Sherr & Co., LLC
CLOSED
Shares0 from 601
Change-601 (-100%)
Value$0 (-$204.8K)
Filed 2026-11-06
XML Financial, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-29
Bennett Selby Investments LP
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-19
Alchemi Wealth, LLC
CLOSED
Shares0 from 597
Change-597 (-100%)
Value$0 (-$203.8K)
Filed 2026-11-04
Enterprise Financial Services Corp
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$201.4K)
Filed 2026-11-03
South Shore Capital Advisors
CLOSED
Shares0 from 588
Change-588 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$86.2K)
Filed 2026-10-22
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 233
Change-233 (-100%)
Value$0 (-$79.4K)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$70.2K)
Filed 2026-10-29
Park Place Capital Corp
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$68.1K)
Filed 2026-11-09
Cornerstone Planning Group LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$58.4K)
Filed 2026-10-16
Access Investment Management LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$48.4K)
Filed 2026-10-23
Kelleher Financial Advisors
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$34.4K)
Filed 2026-10-30
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$31.7K)
Filed 2026-11-06
Wellington Grp LLC
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$30.0K)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$23)
Filed 2026-10-22
West Branch Capital LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$19.8K)
Filed 2026-10-20
Whipplewood Advisors, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-29
MTM Investment Management, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-30
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-21
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$414.4K (+$36.8K)
Filed 2026-10-29
Berkshire Hathaway Inc
N/A
Shares— from 34,249,183
Change-34,249,183 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 29,093,549
Change-29,093,549 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 23,177,820
Change-23,177,820 (-100%)
Value—
State Street Corp
N/A
Shares— from 16,727,420
Change-16,727,420 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 15,345,301
Change-15,345,301 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,368,929
Change-13,368,929 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 12,473,178
Change-12,473,178 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 8,896,501
Change-8,896,501 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 6,195,189
Change-6,195,189 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 5,887,366
Change-5,887,366 (-100%)
Value—
Capital World Investors
N/A
Shares— from 5,584,363
Change-5,584,363 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,367,693
Change-5,367,693 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,286,296
Change-5,286,296 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,534,497
Change-4,534,497 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,176,382
Change-4,176,382 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,086,308
Change-4,086,308 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,003,312
Change-4,003,312 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,852,983
Change-3,852,983 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 3,522,326
Change-3,522,326 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,460,296
Change-3,460,296 (-100%)
Value—
Norges Bank
N/A
Shares— from 3,142,168
Change-3,142,168 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,799,543
Change-2,799,543 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,756,908
Change-2,756,908 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,475,458
Change-2,475,458 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,461,009
Change-2,461,009 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,359,726
Change-2,359,726 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,300,534
Change-2,300,534 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,295,200
Change-2,295,200 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,014,756
Change-2,014,756 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,841,675
Change-1,841,675 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,742,005
Change-1,742,005 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,450,778
Change-1,450,778 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,299,490
Change-1,299,490 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,173,294
Change-1,173,294 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 1,158,539
Change-1,158,539 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 1,148,090
Change-1,148,090 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,148,011
Change-1,148,011 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,014,340
Change-1,014,340 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 986,151
Change-986,151 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 926,591
Change-926,591 (-100%)
Value—
Boston Partners
N/A
Shares— from 890,313
Change-890,313 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 871,924
Change-871,924 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 866,560
Change-866,560 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 853,553
Change-853,553 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 796,063
Change-796,063 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 739,329
Change-739,329 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 705,898
Change-705,898 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 689,209
Change-689,209 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 681,770
Change-681,770 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 676,017
Change-676,017 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 674,693
Change-674,693 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 670,383
Change-670,383 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 663,120
Change-663,120 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 660,867
Change-660,867 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 640,847
Change-640,847 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 635,600
Change-635,600 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 624,385
Change-624,385 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 623,664
Change-623,664 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 615,556
Change-615,556 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 580,530
Change-580,530 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 564,314
Change-564,314 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 564,111
Change-564,111 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 557,002
Change-557,002 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 547,593
Change-547,593 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 545,906
Change-545,906 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 541,815
Change-541,815 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 526,441
Change-526,441 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 494,556
Change-494,556 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 490,074
Change-490,074 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 470,721
Change-470,721 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 452,522
Change-452,522 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 441,566
Change-441,566 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 441,483
Change-441,483 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 435,164
Change-435,164 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 425,907
Change-425,907 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 416,081
Change-416,081 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 409,669
Change-409,669 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 407,803
Change-407,803 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 404,394
Change-404,394 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 402,639
Change-402,639 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 402,044
Change-402,044 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 399,565
Change-399,565 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 396,370
Change-396,370 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 385,851
Change-385,851 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 377,312
Change-377,312 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 366,014
Change-366,014 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 359,960
Change-359,960 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 359,229
Change-359,229 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 348,994
Change-348,994 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 348,137
Change-348,137 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 345,278
Change-345,278 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 342,801
Change-342,801 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 336,303
Change-336,303 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 329,176
Change-329,176 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 328,398
Change-328,398 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 316,735
Change-316,735 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 310,551
Change-310,551 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 309,930
Change-309,930 (-100%)
Value—
Aviva PLC
N/A
Shares— from 309,915
Change-309,915 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 301,912
Change-301,912 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 299,597
Change-299,597 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 286,497
Change-286,497 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 282,492
Change-282,492 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 279,342
Change-279,342 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 276,259
Change-276,259 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 267,989
Change-267,989 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 259,025
Change-259,025 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 251,413
Change-251,413 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 246,875
Change-246,875 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 242,087
Change-242,087 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 240,324
Change-240,324 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 236,733
Change-236,733 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 231,026
Change-231,026 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 225,744
Change-225,744 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 215,042
Change-215,042 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 212,898
Change-212,898 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 205,672
Change-205,672 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 202,781
Change-202,781 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 201,992
Change-201,992 (-100%)
Value—
&partners
N/A
Shares— from 200,613
Change-200,613 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 197,868
Change-197,868 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 191,459
Change-191,459 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 190,921
Change-190,921 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 186,758
Change-186,758 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 178,914
Change-178,914 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 178,369
Change-178,369 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 177,416
Change-177,416 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 177,054
Change-177,054 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 176,107
Change-176,107 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 169,021
Change-169,021 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 166,288
Change-166,288 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 162,677
Change-162,677 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 162,529
Change-162,529 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 155,922
Change-155,922 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 149,889
Change-149,889 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 147,319
Change-147,319 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 143,133
Change-143,133 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 142,158
Change-142,158 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 141,457
Change-141,457 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 139,404
Change-139,404 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 135,906
Change-135,906 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 135,533
Change-135,533 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 133,457
Change-133,457 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 133,255
Change-133,255 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 131,581
Change-131,581 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 130,968
Change-130,968 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 130,723
Change-130,723 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 129,006
Change-129,006 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 121,587
Change-121,587 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 111,885
Change-111,885 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 109,104
Change-109,104 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 109,064
Change-109,064 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 108,588
Change-108,588 (-100%)
Value—
Commerce Bank
N/A
Shares— from 107,590
Change-107,590 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 105,075
Change-105,075 (-100%)
Value—
Talaria Asset Management Pty Ltd
N/A
Shares— from 103,800
Change-103,800 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 103,132
Change-103,132 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 103,041
Change-103,041 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 103,032
Change-103,032 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 102,035
Change-102,035 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 100,999
Change-100,999 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 99,718
Change-99,718 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 99,590
Change-99,590 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 97,472
Change-97,472 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 96,212
Change-96,212 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 91,770
Change-91,770 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 91,136
Change-91,136 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 90,743
Change-90,743 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 88,733
Change-88,733 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 87,379
Change-87,379 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 86,225
Change-86,225 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 84,064
Change-84,064 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 83,369
Change-83,369 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 82,800
Change-82,800 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 82,380
Change-82,380 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 80,260
Change-80,260 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 79,780
Change-79,780 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 79,370
Change-79,370 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 78,586
Change-78,586 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 77,803
Change-77,803 (-100%)
Value—
Prudential PLC
N/A
Shares— from 74,085
Change-74,085 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 72,581
Change-72,581 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 71,549
Change-71,549 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 70,336
Change-70,336 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 70,297
Change-70,297 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 70,231
Change-70,231 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 68,921
Change-68,921 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 68,130
Change-68,130 (-100%)
Value—
Wedgewood Partners Inc
N/A
Shares— from 68,039
Change-68,039 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 67,373
Change-67,373 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 67,050
Change-67,050 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 67,027
Change-67,027 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 66,628
Change-66,628 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 65,109
Change-65,109 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 63,611
Change-63,611 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 62,835
Change-62,835 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 62,380
Change-62,380 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 62,082
Change-62,082 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 59,850
Change-59,850 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 58,170
Change-58,170 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 57,951
Change-57,951 (-100%)
Value—
Positano Wealth Management Ltd
N/A
Shares— from 56,689
Change-56,689 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 56,252
Change-56,252 (-100%)
Value—
Gillson Capital LP
N/A
Shares— from 54,339
Change-54,339 (-100%)
Value—
GoodHaven Capital Management, LLC
N/A
Shares— from 54,338
Change-54,338 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 54,013
Change-54,013 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 53,425
Change-53,425 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 52,989
Change-52,989 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 52,446
Change-52,446 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 52,301
Change-52,301 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 52,171
Change-52,171 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 51,863
Change-51,863 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 51,318
Change-51,318 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 51,046
Change-51,046 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 50,334
Change-50,334 (-100%)
Value—
Blair William & Co
N/A
Shares— from 49,915
Change-49,915 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 49,752
Change-49,752 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 49,488
Change-49,488 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 48,599
Change-48,599 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 47,107
Change-47,107 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 46,785
Change-46,785 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 46,490
Change-46,490 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 44,727
Change-44,727 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 44,479
Change-44,479 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 44,418
Change-44,418 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 44,357
Change-44,357 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 44,057
Change-44,057 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 43,383
Change-43,383 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 43,099
Change-43,099 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 41,735
Change-41,735 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 41,614
Change-41,614 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 41,305
Change-41,305 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 41,089
Change-41,089 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 40,866
Change-40,866 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 40,555
Change-40,555 (-100%)
Value—
Allstate Corp
N/A
Shares— from 39,651
Change-39,651 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 39,564
Change-39,564 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 39,408
Change-39,408 (-100%)
Value—
Capital International LTD
N/A
Shares— from 38,836
Change-38,836 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 38,391
Change-38,391 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 38,128
Change-38,128 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 38,087
Change-38,087 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 37,554
Change-37,554 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 36,375
Change-36,375 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 36,097
Change-36,097 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 35,696
Change-35,696 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 34,686
Change-34,686 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 33,387
Change-33,387 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 33,347
Change-33,347 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 33,121
Change-33,121 (-100%)
Value—
Allianz SE
N/A
Shares— from 32,720
Change-32,720 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 32,537
Change-32,537 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 31,667
Change-31,667 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 31,666
Change-31,666 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 30,674
Change-30,674 (-100%)
Value—
Philadelphia Financial Management of San Francisco, LLC
N/A
Shares— from 30,300
Change-30,300 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 29,657
Change-29,657 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 29,427
Change-29,427 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 28,891
Change-28,891 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 28,845
Change-28,845 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 28,595
Change-28,595 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 28,501
Change-28,501 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 28,192
Change-28,192 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 27,932
Change-27,932 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 27,134
Change-27,134 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 26,969
Change-26,969 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 26,722
Change-26,722 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 26,675
Change-26,675 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 26,597
Change-26,597 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 26,331
Change-26,331 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 25,979
Change-25,979 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 25,469
Change-25,469 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 24,844
Change-24,844 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 24,764
Change-24,764 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 24,475
Change-24,475 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 24,425
Change-24,425 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 24,422
Change-24,422 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 24,341
Change-24,341 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 24,254
Change-24,254 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 23,589
Change-23,589 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 23,531
Change-23,531 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 23,309
Change-23,309 (-100%)
Value—
Man Group plc
N/A
Shares— from 23,182
Change-23,182 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 23,074
Change-23,074 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 23,024
Change-23,024 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 22,890
Change-22,890 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 22,730
Change-22,730 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 22,473
Change-22,473 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 22,047
Change-22,047 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 21,926
Change-21,926 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 21,468
Change-21,468 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 21,381
Change-21,381 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 21,301
Change-21,301 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 20,637
Change-20,637 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 20,536
Change-20,536 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,512
Change-20,512 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,948
Change-19,948 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 19,751
Change-19,751 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 19,112
Change-19,112 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 18,966
Change-18,966 (-100%)
Value—
S&CO Inc
N/A
Shares— from 18,916
Change-18,916 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 18,756
Change-18,756 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,504
Change-18,504 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 18,432
Change-18,432 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 18,364
Change-18,364 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 18,076
Change-18,076 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 17,805
Change-17,805 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 17,772
Change-17,772 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 17,490
Change-17,490 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 17,385
Change-17,385 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 17,285
Change-17,285 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 17,017
Change-17,017 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 16,797
Change-16,797 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 16,397
Change-16,397 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 16,297
Change-16,297 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 16,043
Change-16,043 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 15,973
Change-15,973 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 15,869
Change-15,869 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 15,869
Change-15,869 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,304
Change-15,304 (-100%)
Value—
Stephens Inc
N/A
Shares— from 15,056
Change-15,056 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 15,018
Change-15,018 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 14,896
Change-14,896 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 14,883
Change-14,883 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 14,719
Change-14,719 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 14,612
Change-14,612 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 14,256
Change-14,256 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 14,168
Change-14,168 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 14,118
Change-14,118 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 13,907
Change-13,907 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 13,768
Change-13,768 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 13,681
Change-13,681 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 13,541
Change-13,541 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 13,541
Change-13,541 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,199
Change-13,199 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 13,165
Change-13,165 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 12,996
Change-12,996 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 12,791
Change-12,791 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12,781
Change-12,781 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 12,614
Change-12,614 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 12,584
Change-12,584 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 12,566
Change-12,566 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 12,446
Change-12,446 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 12,435
Change-12,435 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,147
Change-12,147 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 12,003
Change-12,003 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 11,882
Change-11,882 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 11,474
Change-11,474 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 11,224
Change-11,224 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 11,224
Change-11,224 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 11,079
Change-11,079 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,071
Change-11,071 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 10,957
Change-10,957 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 10,865
Change-10,865 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 10,763
Change-10,763 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 10,576
Change-10,576 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 10,572
Change-10,572 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,473
Change-10,473 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,308
Change-10,308 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 10,248
Change-10,248 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 10,108
Change-10,108 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 10,069
Change-10,069 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 10,061
Change-10,061 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 10,024
Change-10,024 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 9,851
Change-9,851 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 9,849
Change-9,849 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 9,575
Change-9,575 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 9,312
Change-9,312 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 9,154
Change-9,154 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,929
Change-8,929 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,909
Change-8,909 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,769
Change-8,769 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 8,730
Change-8,730 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 8,723
Change-8,723 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 8,714
Change-8,714 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,689
Change-8,689 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 8,663
Change-8,663 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 8,308
Change-8,308 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 8,207
Change-8,207 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 8,183
Change-8,183 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 8,045
Change-8,045 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 7,921
Change-7,921 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,893
Change-7,893 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
FIL Ltd
N/A
Shares— from 7,871
Change-7,871 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,833
Change-7,833 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,703
Change-7,703 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,474
Change-7,474 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 7,386
Change-7,386 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 7,384
Change-7,384 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 7,343
Change-7,343 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 6,974
Change-6,974 (-100%)
Value—
Ossiam
N/A
Shares— from 6,817
Change-6,817 (-100%)
Value—
Summitry LLC
N/A
Shares— from 6,716
Change-6,716 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 6,589
Change-6,589 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,497
Change-6,497 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 6,486
Change-6,486 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,416
Change-6,416 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,399
Change-6,399 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 6,336
Change-6,336 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 6,229
Change-6,229 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 5,979
Change-5,979 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 5,724
Change-5,724 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 5,559
Change-5,559 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 5,554
Change-5,554 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,442
Change-5,442 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
CSS LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 5,296
Change-5,296 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
Dockside LLC
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 5,033
Change-5,033 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,999
Change-4,999 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 4,863
Change-4,863 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 4,703
Change-4,703 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 4,455
Change-4,455 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 4,184
Change-4,184 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,953
Change-3,953 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,928
Change-2,928 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
American Trust
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
ING Groep NV
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 997
Change-997 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 995
Change-995 (-100%)
Value—
Quarry LP
N/A
Shares— from 984
Change-984 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 940
Change-940 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 892
Change-892 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 889
Change-889 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 882
Change-882 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 880
Change-880 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Calydon Capital
N/A
Shares— from 860
Change-860 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 856
Change-856 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 852
Change-852 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 844
Change-844 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 842
Change-842 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 823
Change-823 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 810
Change-810 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 795
Change-795 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 779
Change-779 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 771
Change-771 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 769
Change-769 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 761
Change-761 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
EWA, LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 753
Change-753 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 741
Change-741 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 740
Change-740 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 737
Change-737 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 735
Change-735 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Dodge & COX
N/A
Shares— from 722
Change-722 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 695
Change-695 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 691
Change-691 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 672
Change-672 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 670
Change-670 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 661
Change-661 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 649
Change-649 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 646
Change-646 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 642
Change-642 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 625
Change-625 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 605
Change-605 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 599
Change-599 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 590
Change-590 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 583
Change-583 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 539
Change-539 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 519
Change-519 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 471
Change-471 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 456
Change-456 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
EFG International AG
N/A
Shares— from 378
Change-378 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 306
Change-306 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 250
Change-250 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 248
Change-248 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 244
Change-244 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 234
Change-234 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Synergy Investment Management, LLC
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Shares— from 219
Change-219 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 213
Change-213 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 198
Change-198 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 173
Change-173 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 168
Change-168 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 158
Change-158 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 148
Change-148 (-100%)
Value—
Millstone Evans Group, LLC
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Shares— from 140
Change-140 (-100%)
Value—
1248 Management, LLC
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Shares— from 137
Change-137 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 134
Change-134 (-100%)
Value—
Providence Capital Advisors, LLC
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Shares— from 131
Change-131 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Vision Retirement, LLC
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Shares— from 115
Change-115 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 112
Change-112 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 112
Change-112 (-100%)
Value—
Hollencrest Capital Management
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Change-110 (-100%)
Value—
Navera Investment Management Ltd.
N/A
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Change-108 (-100%)
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Crewe Advisors LLC
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Change-107 (-100%)
Value—
Kerr Financial Planning Corp
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Shares— from 103
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Value—
Silicon Valley Capital Partners
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Change-98 (-100%)
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Aberdeen Wealth Management LLC
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Change-96 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
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Change-85 (-100%)
Value—
Frazier Financial Advisors, LLC
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Cornerstone Financial Management LLC
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Change-79 (-100%)
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Parvin Asset Management, LLC
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Dunhill Financial, LLC
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Change-73 (-100%)
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Raffa Wealth Management, LLC
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Change-70 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Marshall Investment Management, LLC
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Shares— from 65
Change-65 (-100%)
Value—
Atomic Invest LLC
N/A
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Change-62 (-100%)
Value—
Tripletail Wealth Management, LLC
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Change-60 (-100%)
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Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Glen Eagle Advisors, LLC
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Shares— from 51
Change-51 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
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Copia Wealth Management
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Value—
Ankerstar Wealth, LLC
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Value—
Colonial Trust Advisors
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Change-50 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
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Change-49 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
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Change-43 (-100%)
Value—
Allied Private Wealth LLC
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Change-43 (-100%)
Value—
Napier Financial, LLC
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Shares— from 43
Change-43 (-100%)
Value—
Hurricane Capital Advisors LLC
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Change-39 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
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Change-37 (-100%)
Value—
Penserra Capital Management LLC
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Change-33 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
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Change-31 (-100%)
Value—
Seneschal Advisors, LLC
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Change-29 (-100%)
Value—
HFM Investment Advisors, LLC
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Change-27 (-100%)
Value—
S&T Bank
N/A
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Change-27 (-100%)
Value—
Boreal Capital Management LLC
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Change-27 (-100%)
Value—
Harborfront Financial Group LLC
N/A
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Change-23 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
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Change-22 (-100%)
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Mpwm Advisory Solutions, LLC
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Change-20 (-100%)
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PIN OAK Investment Advisors Inc
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Change-20 (-100%)
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Riverview Trust Co
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Change-19 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 14
Change-14 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 10
Change-10 (-100%)
Value—
Chesapeake Asset Management LLC
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Change-10 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Luminist Capital LLC
N/A
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Change-6 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED9,117,5049,145,154-27,6500%$3.1B$3.0B-$146.9M2026-11-06
Bank of New York Mellon Corp
DECREASED2,737,8353,059,661-321,826-11%$1.0B$890.5M-$152.1M2026-11-05
Dimensional Fund Advisors LP
INCREASED2,205,2902,194,103+11,187+1%$747.7M$717.4M-$30.3M2026-11-04
Amundi
DECREASED1,413,0231,540,294-127,271-8%$524.8M$459.6M-$65.3M2026-11-06
Principal Financial Group Inc
INCREASED1,408,6631,359,475+49,188+4%$463.2M$458.2M-$5.1M2026-11-02
Deutsche Bank Ag\
INCREASED1,385,4171,052,541+332,876+32%$358.6M$450.6M+$92.0M2026-11-06
Barclays PLC
DECREASED1,024,9071,475,852-450,945-31%$502.9M$333.4M-$169.5M2026-11-06
Mycio Wealth Partners, LLC
DECREASED973,607985,086-11,479-1%$335.7M$316.7M-$19.0M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED932,644899,069+33,575+4%$306.3M$303.3M-$3.0M2026-11-05
Beutel, Goodman & Co Ltd.
DECREASED915,648957,066-41,418-4%$326.1K$297.8K-$28.3K2026-11-04
Troy Asset Management Ltd
INCREASED893,492866,176+27,316+3%$295.1M$290.6M-$4.5M2026-10-28
Sumitomo Mitsui Trust Group, Inc.
DECREASED881,343906,554-25,211-3%$308.9M$286.7M-$22.2M2026-10-29
PNC Financial Services Group, Inc.
DECREASED841,219846,159-4,940-1%$288.3M$273.6M-$14.7M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED803,050648,956+154,094+24%$207.0M$255.7M+$48.6M2026-10-13
DekaBank Deutsche Girozentrale
INCREASED615,683354,484+261,199+74%$114.9K$204.0K+$89.1K2026-10-27
Assenagon Asset Management S.A.
INCREASED612,66813,267+599,401+4518%$4.5M$199.3M+$194.7M2026-10-15
LPL Financial LLC
INCREASED592,604576,647+15,957+3%$196.5M$192.7M-$3.7M2026-11-06
Danske Bank A/S
DECREASED592,046709,677-117,631-17%$241.8M$192.6M-$49.3M2026-11-09
Citigroup Inc
DECREASED559,141560,615-1,4740%$191.0M$181.9M-$9.2M2026-11-04
ProShare Advisors LLC
DECREASED552,525564,401-11,876-2%$192.3M$179.7M-$12.6M2026-10-29
US Bancorp \de\
DECREASED552,463559,026-6,563-1%$190.5M$179.7M-$10.8M2026-11-05
Bank of Montreal
DECREASED523,510595,119-71,609-12%$202.8M$170.3M-$32.5M2026-11-09
Alphinity Investment Management Pty Ltd
DECREASED521,929820,062-298,133-36%$279.4M$169.8M-$109.7M2026-11-02
Russell Investments Group, Ltd.
DECREASED447,785511,273-63,488-12%$174.4M$145.9M-$28.5M2026-11-06
Confluence Investment Management LLC
DECREASED433,925460,772-26,847-6%$157.0M$141.1M-$15.9M2026-10-01
Vest Financial, LLC
INCREASED419,843404,449+15,394+4%$137.8M$136.6M-$1.3M2026-10-21
PFA Pension, Forsikringsaktieselskab
DECREASED404,240405,315-1,0750%$138.1M$131.5M-$6.6M2026-11-06
Welch & Forbes LLC
DECREASED382,010384,803-2,793-1%$131.1M$124.2M-$6.9M2026-11-04
Todd Asset Management LLC
DECREASED369,820370,586-7660%$126.3M$120.3M-$6.0M2026-10-27
Robeco Institutional Asset Management B.V.
INCREASED351,692313,876+37,816+12%$107.0M$114.4M+$7.4M2026-10-20
D.A. Davidson & Co.
DECREASED332,412338,664-6,252-2%$115.4M$108.1M-$7.3M2026-10-28
SEB Asset Management AB
INCREASED328,188322,059+6,129+2%$109.7M$106.7M-$3.0M2026-11-04
KBC Group NV
INCREASED306,18697,251+208,935+215%$33.1K$99.6K+$66.5K2026-10-22
Boston Trust Walden Corp
DECREASED263,928298,391-34,463-12%$101.7M$85.8M-$15.8M2026-10-30
Cacti Asset Management LLC
DECREASED255,039255,138-990%$86.9M$84.7M-$2.2M2026-10-01
Tctc Holdings, LLC
DECREASED240,612240,614-20%$82.0M$78.3M-$3.7M2026-11-02
AGF Management LTD
DECREASED240,255259,133-18,878-7%$88.3M$78.1M-$10.2M2026-11-03
Creative Planning
INCREASED237,221215,327+21,894+10%$73.4M$77.2M+$3.8M2026-11-02
New York State Teachers Retirement System
DECREASED231,335255,690-24,355-10%$87.1K$75.2K-$11.9K2026-10-22
Cooke & Bieler LP
DECREASED222,836343,888-121,052-35%$117.2M$72.5M-$44.7M2026-10-21
Oldfield Partners LLP
INCREASED221,200221,100+100+0%$75.3M$71.9M-$3.4M2026-11-02
Woodley Farra Manion Portfolio Management Inc
DECREASED219,521222,421-2,900-1%$76.0M$71.6M-$4.4M2026-11-05
Retirement Systems of Alabama
DECREASED212,116214,269-2,153-1%$73.0M$69.0M-$4.0M2026-11-04
Truist Financial Corp
INCREASED211,714171,233+40,481+24%$58.3M$68.9M+$10.5M2026-10-30
Calamos Advisors LLC
INCREASED211,460159,650+51,810+32%$54.4M$68.8M+$14.4M2026-11-02
Swedbank AB
DECREASED210,593212,613-2,020-1%$72.4M$68.5M-$4.0M2026-10-27
Nordea Investment Management AB
INCREASED210,209200,656+9,553+5%$69.0M$69.4M+$378.6K2026-11-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED207,177225,846-18,669-8%$77.0M$67.4M-$9.6M2026-10-15
ZWJ Investment Counsel Inc
INCREASED205,424199,754+5,670+3%$68.1M$66.8M-$1.2M2026-10-15
Midwest Trust Co
DECREASED194,473195,619-1,146-1%$66.7M$63.3M-$3.4M2026-10-22
Personal CFO Solutions, LLC
DECREASED193,494200,378-6,884-3%$68.5M$63.1M-$5.3M2026-11-06
MacKenzie Financial Corp
DECREASED190,477262,036-71,559-27%$89.3M$62.0M-$27.3M2026-11-02
Carnegie Investment Counsel
DECREASED190,404192,437-2,033-1%$63.8M$60.2M-$3.6M2026-10-20
Strs Ohio
DECREASED183,082189,603-6,521-3%$64.6M$59.5M-$5.1M2026-10-30
Asset Management One Co., Ltd.
INCREASED171,651161,310+10,341+6%$55.0M$55.8M+$864.7K2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED157,464153,047+4,417+3%$53.8M$52.2M-$1.7M2026-11-04
Pictet Asset Management Holding SA
DECREASED155,947158,820-2,873-2%$54.1M$50.7M-$3.4M2026-11-03
Fifth Third Bancorp
DECREASED153,051167,348-14,297-9%$57.0M$49.8M-$7.2M2026-11-05
Squarepoint Ops LLC
INCREASED151,43717,193+134,244+781%$5.9M$49.3M+$43.4M2026-11-09
Smith Chas P & Associates PA Cpas
DECREASED150,889151,975-1,086-1%$51.8M$54.3M+$2.5M2026-10-22
Willis Investment Counsel
DECREASED146,436162,875-16,439-10%$55.5M$47.6M-$7.9M2026-10-20
Grandfield & Dodd, LLC
DECREASED143,353143,520-1670%$48.9M$46.6M-$2.3M2026-10-29
TD Waterhouse Canada Inc.
DECREASED136,870142,782-5,912-4%$50.2M$45.4M-$4.9M2026-10-16
Roffman Miller Associates Inc
INCREASED133,942131,341+2,601+2%$44.8M$43.6M-$1.2M2026-10-19
Country Trust Bank
DECREASED130,597137,896-7,299-5%$47.0M$42.5M-$4.5M2026-10-30
Handelsbanken Fonder AB
DECREASED129,439132,315-2,876-2%$45.1K$42.1K-$3.0K2026-11-09
ASR Vermogensbeheer N.V.
DECREASED128,821146,825-18,004-12%$50.0M$41.9M-$8.1M2026-10-16
CIBC Asset Management Inc
DECREASED126,634128,118-1,484-1%$43.7M$41.2M-$2.5M2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED121,78993,305+28,484+31%$31.8M$39.6M+$7.8M2026-11-03
Oppenheimer Asset Management Inc.
INCREASED120,650118,585+2,065+2%$40.4M$39.2M-$1.2M2026-10-27
Deroy & Devereaux Private Investment Counsel Inc
INCREASED116,196115,386+810+1%$39.3K$37.8K-$1.5K2026-10-26
State of New Jersey Common Pension Fund D
DECREASED113,840113,887-470%$38.8M$37.0M-$1.8M2026-11-05
Sterling Capital Management LLC
INCREASED111,35647,518+63,838+134%$16.2M$36.2M+$20.0M2026-10-22
Lansforsakringar Fondforvaltning AB (publ)
INCREASED110,862108,024+2,838+3%$36.8M$36.1M-$750.2K2026-11-09
Philip James Wealth Mangement, LLC
INCREASED110,708104,308+6,400+6%$35.5M$36.0M+$466.0K2026-10-27
WestEnd Advisors, LLC
DECREASED106,969110,931-3,962-4%$37.8M$34.8M-$3.0M2026-10-27
Swiss Life Asset Management Ltd
INCREASED105,04459,917+45,127+75%$20.4M$34.2M+$13.7M2026-11-03
Chesley Taft & Associates LLC
INCREASED104,214103,675+539+1%$35.3M$33.9M-$1.4M2026-10-13
Cambiar Investors LLC
DECREASED103,402105,163-1,761-2%$35.8M$33.6M-$2.2M2026-11-04
Mn Services Vermogensbeheer B.V.
UNCHANGED102,053102,05300%$34.8K$33.2K-$1.6K2026-10-08
Czech National Bank
DECREASED100,873102,672-1,799-2%$35.0M$32.8M-$2.2M2026-10-13
Arizona State Retirement System
INCREASED97,12797,018+109+0%$33.1M$31.6M-$1.5M2026-11-03
Assetmark, Inc
INCREASED96,43788,120+8,317+9%$30.0M$31.4M+$1.3M2026-10-21
Vontobel Holding Ltd.
DECREASED93,16496,652-3,488-4%$32.9M$30.3M-$2.6M2026-10-16
Howland Capital Management LLC
DECREASED92,37394,091-1,718-2%$32.2M$30.1M-$2.0M2026-10-22
State of Michigan Retirement System
DECREASED91,38795,587-4,200-4%$32.6M$29.7M-$2.8M2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED89,16392,607-3,444-4%$31.6M$29.0M-$2.6M2026-10-05
PhiloSmith Capital Corp
UNCHANGED86,60086,60000%$29.5M$28.2M-$1.3M2026-10-23
LSV Asset Management
DECREASED86,32687,107-781-1%$29.7K$28.1K-$1.6K2026-11-06
Wealthfront Advisers LLC
DECREASED84,04185,452-1,411-2%$29.1M$27.3M-$1.8M2026-11-09
IFM Investors Pty Ltd
INCREASED81,56881,087+481+1%$27.6M$26.5M-$1.1M2026-10-14
Eurizon Capital SGR S.p.A.
DECREASED80,590148,413-67,823-46%$50.7M$26.3M-$24.4M2026-11-06
Factory Mutual Insurance Co
DECREASED80,20080,700-500-1%$27.5M$26.1M-$1.4M2026-10-30
Lido Advisors, LLC
INCREASED78,42274,326+4,096+6%$25.4M$25.5M+$124.0K2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED77,56579,671-2,106-3%$27.1M$25.2M-$1.9M2026-11-03
Allworth Financial LP
INCREASED75,94069,329+6,611+10%$23.6M$25.9M+$2.3M2026-11-06
Badgley Phelps Wealth Managers, LLC
DECREASED75,83476,083-2490%$26.0M$24.7M-$1.3M2026-10-22
Amplius Wealth Advisors, LLC
INCREASED73,81273,412+400+1%$25.0M$24.0M-$1.0M2026-10-20
Wilkins Investment Counsel Inc
DECREASED73,62274,439-817-1%$25.4M$23.9M-$1.4M2026-11-03
Arbejdsmarkedets Tillaegspension
DECREASED73,48088,160-14,680-17%$30.0M$23.9M-$6.1M2026-10-30
Daiwa Securities Group Inc.
DECREASED72,06583,381-11,316-14%$28.4M$23.4M-$5.0M2026-10-29
Talbot Financial, LLC
INCREASED71,02670,435+591+1%$24.0M$23.1M-$898.7K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED69,97772,571-2,594-4%$24.7M$22.8M-$2.0M2026-10-16
Calamos Wealth Management LLC
INCREASED69,26256,492+12,770+23%$19.2M$22.5M+$3.3M2026-11-02
Cullen T Bankers, Inc.
DECREASED68,45571,990-3,535-5%$24.5M$22.3M-$2.3M2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED68,10766,115+1,992+3%$22.5K$22.2K-$3762026-11-02
Xponance LLC
INCREASED67,74265,197+2,545+4%$22.2M$22.0M-$182.1K2026-11-03
Anchor Capital Advisors LLC
DECREASED66,67267,651-979-1%$23.1M$21.7M-$1.4M2026-11-05
Neos Investment Management LLC
INCREASED66,56959,671+6,898+12%$20.3M$21.7M+$1.3M2026-11-04
Great Lakes Advisors, LLC
DECREASED66,47979,277-12,798-16%$27.0M$21.6M-$5.4M2026-11-06
Commonwealth Equity Services, LLC
DECREASED64,34866,206-1,858-3%$22.6M$20.9M-$1.6M2026-11-02
Yousif Capital Management, LLC
DECREASED64,12567,511-3,386-5%$23.0M$20.9M-$2.1M2026-10-22
Illinois Municipal Retirement Fund
INCREASED63,66160,220+3,441+6%$20.5M$20.7M+$186.4K2026-11-05
DDD Partners, LLC
INCREASED63,34463,209+135+0%$21.5M$20.6M-$935.2K2026-11-02
Rakuten Investment Management, Inc.
NEW62,885—+62,885——$20.9M—2026-10-30
Asset Advisors Investment Management, LLC
INCREASED62,83762,674+163+0%$21.4M$20.4M-$917.8K2026-10-19
Beese Fulmer Investment Management, Inc.
INCREASED62,58262,140+442+1%$21.2M$20.4M-$818.2K2026-10-23
Nemes Rush Group LLC
INCREASED62,52662,199+327+1%$21.2M$20.3M-$857.2K2026-11-04
Virginia Retirement Systems ET Al
INCREASED61,96942,729+19,240+45%$14.6M$20.2M+$5.6M2026-10-28
Abner Herrman & Brock LLC
DECREASED61,84263,304-1,462-2%$21.6K$20.1K-$1.5K2026-10-20
Pittenger & Anderson Inc
INCREASED61,75361,299+454+1%$20.9M$20.1M-$801.9K2026-11-02
Kanawha Capital Management LLC
INCREASED60,73360,225+508+1%$20.5M$19.8M-$767.7K2026-10-19
MGO One Seven LLC
DECREASED60,00661,733-1,727-3%$21.0M$19.5M-$1.5M2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED59,39453,733+5,661+11%$18.7M$20.4M+$1.7M2026-10-13
Amalgamated Bank
DECREASED59,25562,220-2,965-5%$21.2K$19.3K-$1.9K2026-10-23
Bailard, Inc.
DECREASED58,50058,736-2360%$20.0M$19.0M-$986.6K2026-10-13
SouthState Bank Corp
DECREASED58,05959,638-1,579-3%$20.3M$18.9M-$1.4M2026-11-09
Nisa Investment Advisors, LLC
DECREASED57,68160,232-2,551-4%$20.6M$18.8M-$1.8M2026-10-20
Florida Trust Wealth Management Co
DECREASED56,44756,813-366-1%$19.4M$18.4M-$999.1K2026-11-05
Eagle Rock Investment Company, LLC
INCREASED56,34955,576+773+1%$18.9M$18.3M-$609.4K2026-10-21
Crossmark Global Holdings, Inc.
DECREASED55,46258,491-3,029-5%$19.9M$18.0M-$1.9M2026-10-21
Ethic Inc.
DECREASED55,28156,773-1,492-3%$19.3M$18.0M-$1.4M2026-11-03
ABN Amro Investment Solutions
INCREASED54,82949,044+5,785+12%$16.7M$17.8M+$1.1M2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED54,61954,325+294+1%$18.5M$17.8M-$745.9K2026-10-20
Vise Technologies, Inc.
INCREASED53,86243,044+10,818+25%$14.7M$17.5M+$2.9M2026-10-29
Merit Financial Group, LLC
INCREASED53,30651,386+1,920+4%$17.5M$17.3M-$171.5K2026-11-06
TCV Trust & Wealth Management, Inc.
DECREASED52,96653,861-895-2%$18.4M$17.2M-$1.1M2026-10-16
Police & Firemen's Retirement System of New Jersey
DECREASED51,77652,836-1,060-2%$18.0M$16.8M-$1.2M2026-11-09
Polaris Capital Management, LLC
DECREASED51,45855,038-3,580-6%$18.8M$16.7M-$2.0M2026-10-21
Regions Financial Corp
DECREASED51,33155,666-4,335-8%$19.0M$16.7M-$2.3M2026-11-05
Fogel Capital Management, Inc.
INCREASED50,76950,364+405+1%$17.2M$16.5M-$648.4K2026-11-04
Boston Common Asset Management, LLC
DECREASED50,19351,285-1,092-2%$17.5M$16.3M-$1.1M2026-10-13
Atria Investments, Inc
INCREASED50,05647,028+3,028+6%$16.0M$16.3M+$256.2K2026-10-15
Citizens Financial Group Inc
INCREASED49,49646,172+3,324+7%$15.8M$16.1M+$369.8K2026-10-23
Savant Capital, LLC
INCREASED49,06219,630+29,432+150%$6.8M$16.0M+$9.2M2026-11-06
Washington Trust Co
DECREASED48,43848,855-417-1%$16.6M$15.8M-$892.7K2026-10-22
Diversified Trust Co
DECREASED48,00451,950-3,946-8%$17.7M$15.6M-$2.1M2026-11-06
Americana Partners, LLC
INCREASED46,247872+45,375+5204%$297.1K$15.0M+$14.7M2026-10-28
HB Wealth Management, LLC
DECREASED45,39545,887-492-1%$15.6M$14.8M-$871.0K2026-10-23
Nepsis Inc.
INCREASED45,37145,196+175+0%$15.4M$14.8M-$643.2K2026-10-13
Oregon Public Employees Retirement Fund
DECREASED43,10544,396-1,291-3%$15.1M$14.0M-$1.1M2026-10-30
Camden National Bank
DECREASED43,08543,390-305-1%$14.8M$14.0M-$771.3K2026-11-02
Venture Visionary Partners LLC
INCREASED41,02839,637+1,391+4%$13.5M$13.3M-$161.3K2026-10-07
Mcrae Capital Management Inc
DECREASED40,79040,949-1590%$14.0M$13.3M-$685.7K2026-10-15
Intech Investment Management LLC
INCREASED40,54033,509+7,031+21%$11.4M$13.2M+$1.8M2026-11-09
First Merchants Corp
DECREASED39,51840,984-1,466-4%$14.0M$12.9M-$1.1M2026-10-15
Kestra Advisory Services, LLC
INCREASED39,36138,470+891+2%$13.1M$12.8M-$345.4K2026-11-02
LS Investment Advisors, LLC
DECREASED38,81241,830-3,018-7%$14.3M$12.6M-$1.6M2026-10-13
Cornerstone Advisors, LLC
INCREASED38,21319,992+18,221+91%$6.8M$12.4M+$5.6M2026-11-06
Woodmont Investment Counsel LLC
INCREASED36,84236,260+582+2%$12.4M$12.0M-$372.4K2026-10-29
Avanza Fonder AB
INCREASED36,03231,248+4,784+15%$10.6M$11.7M+$1.1M2026-10-13
Mutual of America Capital Management LLC
DECREASED35,92237,088-1,166-3%$12.6M$11.7M-$953.7K2026-10-23
CX Institutional
INCREASED35,22034,100+1,120+3%$11.6K$11.5K-$1642026-10-02
Keybank National Association
DECREASED35,14635,220-740%$12.0M$11.4M-$569.6K2026-11-04
Mattern Capital Management, LLC
DECREASED34,76235,965-1,203-3%$12.3M$11.3M-$948.4K2026-11-02
Hamel Associates, Inc.
DECREASED34,50935,931-1,422-4%$12.2M$11.2M-$1.0M2026-11-06
Inspire Trust Co, N.A.
INCREASED34,10032,100+2,000+6%$10.9M$11.1M+$153.3K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED33,99433,838+156+0%$11.5M$11.1M-$473.7K2026-11-06
Weybosset Research & Management LLC
INCREASED33,79233,775+17+0%$11.5M$11.0M-$517.6K2026-10-19
State of Alaska, Department of Revenue
DECREASED33,26035,343-2,083-6%$12.0K$10.8K-$1.2K2026-10-15
Lawson Kroeker Investment Management Inc
DECREASED33,05234,062-1,010-3%$11.6M$10.8M-$856.1K2026-10-22
Regency Capital Management Inc.\DE
INCREASED32,88932,662+227+1%$11.1M$10.7M-$432.1K2026-11-09
Tufton Capital Management
DECREASED32,74033,011-271-1%$11.2K$10.6K-$6002026-10-20
Cyndeo Wealth Partners, LLC
DECREASED32,16536,922-4,757-13%$12.6M$10.5M-$2.1M2026-10-16
Old National Bancorp
INCREASED31,97831,602+376+1%$10.8M$10.4M-$367.2K2026-10-20
Beacon Investment Advisory Services, Inc.
INCREASED31,85331,756+97+0%$10.8M$10.4M-$460.4K2026-10-13
Glenview Trust Co
DECREASED31,64832,714-1,066-3%$11.1M$10.3M-$853.5K2026-10-28
Bender Robert & Associates
DECREASED30,93031,045-1150%$10.6M$10.1M-$518.3K2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
DECREASED30,50231,128-626-2%$10.7M$10.1M-$559.7K2026-10-29
Generali Asset Management SPA SGR
INCREASED30,46629,317+1,149+4%$10.0M$9.9M-$80.4K2026-10-26
Rockland Trust Co
DECREASED30,14732,349-2,202-7%$11.0M$9.8M-$1.2M2026-10-05
Verdence Capital Advisors LLC
DECREASED30,08731,568-1,481-5%$10.8M$9.8M-$970.8K2026-10-26
Farther Finance Advisors, LLC
INCREASED29,73922,569+7,170+32%$7.7M$9.7M+$2.0M2026-10-08
Prospera Financial Services Inc
INCREASED28,69426,373+2,321+9%$9.0M$10.5M+$1.5M2026-11-04
Mizuho Securities USA LLC
INCREASED28,64828,239+409+1%$9.6M$9.7M+$78.1K2026-11-09
Evergreen Capital Management LLC
DECREASED28,58228,631-490%$9.8M$9.3M-$460.2K2026-10-23
Acadian Asset Management LLC
INCREASED28,52616,575+11,951+72%$5.6K$9.3K+$3.6K2026-11-09
Gulf International Bank (UK) Ltd
UNCHANGED28,40228,40200%$9.7K$9.2K-$4402026-10-20
Tritonpoint Wealth, LLC
DECREASED28,22329,187-964-3%$9.9M$9.2M-$765.6K2026-10-19
Daymark Wealth Partners, LLC
INCREASED27,78927,074+715+3%$9.2M$9.0M-$186.9K2026-11-04
Evexia Wealth LLC
DECREASED27,64927,890-241-1%$9.7M$9.9M+$151.5K2026-11-05
Woodstock Corp
INCREASED27,34026,550+790+3%$9.0M$8.9M-$154.3K2026-10-13
First Horizon Corp
DECREASED27,14627,424-278-1%$9.3M$8.8M-$515.2K2026-10-26
Brighton Jones LLC
INCREASED26,91426,145+769+3%$8.9M$8.8M-$154.7K2026-11-03
Advocate Group LLC
DECREASED26,80027,667-867-3%$9.4M$8.7M-$710.5K2026-10-19
Park Avenue Securities LLC
DECREASED26,56129,504-2,943-10%$10.1K$8.6K-$1.4K2026-10-26
Confluence Wealth Services, Inc.
INCREASED26,17021,741+4,429+20%$7.4M$8.5M+$1.1M2026-11-05
Kesler, Norman & Wride, LLC
DECREASED26,07726,242-165-1%$8.9M$8.5M-$459.9K2026-11-06
Lowe Brockenbrough & Co Inc
DECREASED25,34525,725-380-1%$8.8M$8.2M-$522.3K2026-11-09
Van Cleef Asset Management,Inc
DECREASED25,32225,549-227-1%$8.7M$8.2M-$469.5K2026-10-20
Achmea Investment Management B.V.
DECREASED25,25827,681-2,423-9%$9.4K$8.2M+$8.2M2026-10-30
American Assets Investment Management, LLC
UNCHANGED25,00025,00000%$8.5M$8.1M-$387.3K2026-10-30
Choreo, LLC
INCREASED24,87624,174+702+3%$8.3M$8.1M-$145.7K2026-10-28
Apollon Wealth Management, LLC
DECREASED24,76125,399-638-3%$8.7M$8.1M-$600.9K2026-10-23
Meiji Yasuda America Inc
INCREASED24,67919,725+4,954+25%$6.7M$8.0M+$1.3M2026-10-22
Stokes Capital Advisors, LLC
DECREASED24,19124,485-294-1%$8.3M$7.9M-$474.9K2026-10-09
Masterinvest Kapitalanlage GmbH
INCREASED23,39020,374+3,016+15%$6.9M$7.6M+$665.4K2026-11-03
Davenport & Co LLC
INCREASED23,19417,151+6,043+35%$5.8M$7.5M+$1.7M2026-10-14
Lockheed Martin Investment Management Co
DECREASED22,85023,200-350-2%$7.9M$7.4M-$473.2K2026-11-04
Benedict Financial Advisors Inc
DECREASED22,80622,975-169-1%$7.8M$7.4M-$410.8K2026-10-07
River Wealth Advisors LLC
DECREASED22,35037,691-15,341-41%$12.8M$7.3M-$5.6M2026-11-09
Westbourne Investment Advisors, Inc.
INCREASED22,21622,139+77+0%$7.5M$7.2M-$317.9K2026-10-20
NovaPoint Capital, LLC
DECREASED21,68122,372-691-3%$7.6M$7.1M-$571.4K2026-10-22
Oppenheimer & Co Inc
INCREASED21,55520,339+1,216+6%$6.9M$7.0M+$80.5K2026-10-26
Wedbush Securities Inc
DECREASED21,20122,294-1,093-5%$7.6K$6.9K-$7002026-10-22
Dana Investment Advisors, Inc.
DECREASED20,99921,190-191-1%$7.2M$6.8M-$390.4K2026-11-06
NWF Advisory Services Inc.
INCREASED20,87520,584+291+1%$7.0M$6.8M-$224.2K2026-10-19
UMB Bank, n.a.
DECREASED20,84221,615-773-4%$7.4M$6.8M-$586.2K2026-11-06
Scissortail Wealth Management, LLC
INCREASED20,59820,364+234+1%$6.9M$6.7M-$239.3K2026-11-03
Kintegral Advisory, LLC
INCREASED20,30920,195+114+1%$6.9M$6.6M-$268.5K2026-10-16
Left Brain Wealth Management, LLC
DECREASED19,93120,034-103-1%$6.8M$6.5M-$343.8K2026-10-28
Raiffeisen Bank International AG
INCREASED19,9288,995+10,933+122%$3.1M$6.6M+$3.5M2026-10-28
Trust Co of Vermont
DECREASED19,68919,977-288-1%$6.8M$6.4M-$403.1K2026-10-21
GC Wealth Management RIA, LLC
DECREASED19,60019,931-331-2%$6.8M$6.4M-$416.4K2026-11-02
Princeton Global Asset Management LLC
DECREASED19,59519,625-300%$6.7M$6.4M-$313.7K2026-10-21
BAR Harbor Wealth Management
DECREASED19,38819,402-140%$6.6M$6.3M-$305.1K2026-10-21
Geneos Wealth Management Inc.
INCREASED19,12317,969+1,154+6%$6.1M$6.2M+$97.1K2026-11-09
Baxter Bros Inc
INCREASED18,97018,717+253+1%$6.4M$6.2M-$207.6K2026-11-04
Hartford Investment Management Co
DECREASED18,93120,083-1,152-6%$6.8M$6.2M-$685.8K2026-11-04
Compass Wealth Management LLC
DECREASED18,89718,923-260%$6.4M$6.1M-$301.6K2026-10-22
Brady Family Wealth, LLC
DECREASED18,64920,475-1,826-9%$7.0M$6.1M-$911.0K2026-11-02
Harrell Investment Partners, LLC
INCREASED18,64218,631+11+0%$6.3M$6.1M-$285.2K2026-10-15
Ashurst Perkins Coie Trust Co
INCREASED18,61918,459+160+1%$6.3M$6.1M-$233.7K2026-10-15
Thrivent Financial for Lutherans
INCREASED18,48516,839+1,646+10%$5.7M$6.1K-$5.7M2026-11-05
Clear Trail Advisors, LLC
DECREASED18,48419,164-680-4%$6.5M$6.0M-$518.1K2026-10-20
Hanson & Doremus Investment Management
DECREASED18,46318,946-483-3%$6.5K$6.0K-$4512026-10-16
Virginia Wealth Management Group, Inc.
INCREASED18,40318,367+36+0%$6.3M$6.0M-$272.9K2026-10-14
New Mexico Educational Retirement Board
UNCHANGED18,03718,03700%$6.1K$5.9K-$2792026-11-05
Exchange Traded Concepts, LLC
INCREASED18,02513,070+4,955+38%$4.5M$5.9M+$1.4M2026-10-28
AlphaCore Capital LLC
INCREASED17,62616,267+1,359+8%$5.6M$5.7M+$190.3K2026-11-04
Stonebridge Financial Group, LLC
INCREASED17,37916,936+443+3%$5.8M$5.7M-$118.3K2026-10-01
TritonPoint Partners, LLC
DECREASED17,33231,906-14,574-46%$10.9M$5.7M-$5.3M2026-11-05
Louisiana State Employees Retirement System
DECREASED17,30018,400-1,100-6%$6.3M$5.6M-$642.8K2026-10-20
Lanark Financial, Inc.
INCREASED17,09517,049+46+0%$5.8M$5.6M-$249.4K2026-10-26
Slow Capital, Inc.
DECREASED17,00917,060-510%$5.8M$5.5M-$281.0K2026-10-23
Bessemer Group Inc
INCREASED16,70515,481+1,224+8%$5.3K$5.4K+$1602026-11-09
Middleton & Co Inc
DECREASED16,69816,719-210%$5.7M$5.4M-$265.8K2026-10-23
Quadrant Capital Group LLC
INCREASED16,38816,376+12+0%$5.6M$5.7M+$92.9K2026-10-20
Wealth Advisory Solutions, LLC
UNCHANGED16,37016,37000%$5.6M$5.3M-$253.6K2026-10-20
LMG Wealth Partners, LLC
INCREASED16,27715,695+582+4%$5.3M$5.3M-$54.1K2026-11-05
Pinnacle Associates LTD
DECREASED16,20316,430-227-1%$5.6M$5.3M-$328.3K2026-10-20
Liberty Capital Management, Inc.
DECREASED16,18116,672-491-3%$5.7M$5.3M-$417.9K2026-11-02
Boit C F David
UNCHANGED16,16516,16500%$5.5M$5.3M-$250.4K2026-10-29
KCM Investment Advisors LLC
DECREASED16,13616,554-418-3%$5.6M$5.2M-$392.3K2026-10-27
Machina Capital S.A.S.
DECREASED16,12618,632-2,506-13%$6.3M$5.2M-$1.1M2026-11-05
Trust Point Inc.
INCREASED16,12615,953+173+1%$5.4M$5.2M-$190.8K2026-10-27
Mission Wealth Management, LP
DECREASED16,05922,075-6,016-27%$7.5M$5.2M-$2.3M2026-10-15
Davis-Rea Ltd.
DECREASED16,02616,144-118-1%$5.5M$5.2M-$304.8K2026-10-13
Douglas Lane & Associates, LLC
DECREASED15,97816,418-440-3%$5.6M$5.2M-$397.4K2026-10-09
Ipswich Investment Management Co., Inc.
INCREASED15,77815,699+79+1%$5.3M$5.1M-$217.5K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED15,47216,253-781-5%$5.5M$5.0M-$505.8K2026-10-15
Seizert Capital Partners, LLC
DECREASED15,46915,882-413-3%$5.4M$5.0M-$380.3K2026-10-30
IFG Advisory, LLC
INCREASED15,34614,679+667+5%$5.0M$5.0M-$10.5K2026-11-09
Radnor Capital Management, LLC
UNCHANGED15,32315,32300%$5.2M$5.0M-$237.4K2026-10-23
Arlington Financial Advisors, LLC
DECREASED15,21215,328-116-1%$5.2M$4.9M-$275.2K2026-10-19
Citizens National Bank Trust Department
DECREASED15,04215,584-542-3%$5.3M$4.9M-$417.7K2026-11-04
Community Bank, N.A.
DECREASED14,90615,108-202-1%$5.1M$4.8M-$299.6K2026-11-06
Plimoth Trust Co LLC
DECREASED14,86515,117-252-2%$5.2M$4.8M-$316.1K2026-10-26
Romano Brothers and Company
DECREASED14,51714,670-153-1%$5.0M$4.7M-$277.0K2026-10-22
Wesbanco Bank Inc
DECREASED14,30314,666-363-2%$5.0M$4.7M-$345.2K2026-11-04
Somerset Trust Co
DECREASED14,25314,560-307-2%$5.0M$4.6M-$325.4K2026-10-13
Great Valley Advisor Group, Inc.
INCREASED14,17611,502+2,674+23%$3.9M$4.6M+$692.0K2026-11-09
Northcape Wealth Management, LLC
INCREASED14,17412,558+1,616+13%$4.3M$4.6M+$331.3K2026-11-04
Highland Capital Management, LLC
DECREASED14,16814,328-160-1%$4.9M$4.6M-$274.0K2026-10-26
Greenleaf Trust
DECREASED14,15714,221-640%$4.8M$4.6M-$241.1K2026-10-29
Inlet Private Wealth, LLC
UNCHANGED14,02414,02400%$4.8M$4.6M-$217.2K2026-10-21
Coastline Trust Co
DECREASED14,00714,219-212-1%$4.8M$4.6M-$289.2K2026-10-01
Weil Company, Inc.
INCREASED13,97913,976+3+0%$4.8M$4.5M-$215.7K2026-10-14
Chicago Trust Co NA
DECREASED13,89014,381-491-3%$4.9M$4.5M-$382.5K2026-10-28
Investment Research & Advisory Group, Inc.
DECREASED13,87014,354-484-3%$4.9M$4.5M-$380.0K2026-10-19
Alps Advisors Inc
DECREASED13,85922,108-8,249-37%$7.5M$4.5M-$3.0M2026-11-03
MV Capital Management, Inc.
INCREASED13,79912,351+1,448+12%$4.2M$4.5M+$279.6K2026-10-29
Unison Advisors LLC
INCREASED13,79913,762+37+0%$4.7M$4.5M-$201.1K2026-10-29
Level Four Advisory Services, LLC
DECREASED13,63613,960-324-2%$4.8M$4.4M-$321.1K2026-11-06
Financial Advisory Partners, LLC
DECREASED13,52913,631-102-1%$4.6M$4.4M-$244.3K2026-10-23
Clearstead Advisors, LLC
INCREASED13,39213,387+5+0%$4.6M$4.4M-$207.3K2026-11-06
Cohen Investment Advisors LLC
INCREASED13,34613,261+85+1%$4.5M$4.3M-$177.8K2026-10-20
Occidental Asset Management, LLC
INCREASED13,31912,665+654+5%$4.3M$4.3M+$16.5K2026-11-05
Victrix Investment Advisors
INCREASED13,29013,241+49+0%$4.5M$4.3M-$189.2K2026-10-13
Vista Investment Partners LLC
DECREASED13,18713,325-138-1%$4.5M$4.3M-$250.3K2026-10-08
Brendel Financial Advisors LLC
INCREASED13,17712,840+337+3%$4.4M$4.3M-$89.3K2026-11-09
Clear Harbor Asset Management, LLC
INCREASED13,0596,892+6,167+89%$2.3M$4.2M+$1.9M2026-11-05
Gamma Investing LLC
INCREASED13,05211,637+1,415+12%$4.0M$4.2M+$279.9K2026-10-08
Praxis Investment Management Inc
UNCHANGED12,99012,99000%$4.4K$4.2K-$2012026-11-03
Wilmington Savings Fund Society, FSB
INCREASED12,87612,873+3+0%$4.4M$4.2M-$198.4K2026-10-23
Heritage Wealth Management, Inc.
INCREASED12,75512,687+68+1%$4.3M$4.1M-$174.4K2026-10-28
Marble Harbor Investment Counsel, LLC
INCREASED12,63612,516+120+1%$4.3M$4.1M-$154.8K2026-11-06
New Hampshire Trust
DECREASED12,63412,793-159-1%$4.4M$4.1M-$249.9K2026-10-20
Elevate Capital Advisors, LLC
DECREASED12,62914,514-1,885-13%$4.9M$4.1M-$838.0K2026-11-02
Peterson Wealth Services
INCREASED12,59012,078+512+4%$4.1M$4.1M-$20.5K2026-10-26
Tokio Marine Asset Management Co LTD
UNCHANGED12,58212,58200%$4.3M$4.1M-$194.9K2026-10-26
Moors & Cabot, Inc.
INCREASED12,54312,131+412+3%$4.1M$4.1M-$53.9K2026-11-06
AlphaStar Capital Management, LLC
DECREASED12,51913,226-707-5%$4.5M$4.1M-$435.0K2026-10-16
Corbyn Investment Management Inc
DECREASED12,48112,787-306-2%$4.4M$4.1M-$297.6K2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED12,48012,48000%$4.3M$4.1M-$193.3K2026-10-23
Smith Salley Wealth Management
INCREASED12,42112,176+245+2%$4.1M$4.0M-$109.0K2026-11-03
Nicollet Investment Management, Inc.
DECREASED12,32812,658-330-3%$4.3K$4.0K-$3032026-10-14
Delta Capital Management LLC
INCREASED12,23512,160+75+1%$4.1K$4.0K-$1642026-10-16
Central Bank & Trust Co
DECREASED12,12412,159-350%$4.1M$3.9M-$199.7K2026-10-09
Letson Investment Management, Inc.
INCREASED12,09611,954+142+1%$4.1M$3.9M-$139.2K2026-11-05
Caliber Wealth Management, LLC / KS
DECREASED12,09012,203-113-1%$4.2M$3.9M-$225.6K2026-11-04
Marathon Capital Management
DECREASED11,99112,035-440%$4.1M$3.9M-$200.7K2026-10-23
Beacon Bank & Trust
DECREASED11,79612,358-562-5%$4.2M$3.8M-$374.2K2026-10-27
Brown Miller Wealth Management, LLC
DECREASED11,77215,217-3,445-23%$5.2M$3.8M-$1.4M2026-11-02
Sagespring Wealth Partners, LLC
INCREASED11,64311,402+241+2%$3.9M$3.8M-$98.3K2026-10-22
Patten Group, Inc.
DECREASED11,61111,806-195-2%$4.0M$3.8M-$246.3K2026-10-26
Orca Wealth Management, LLC
DECREASED11,55811,618-60-1%$4.0M$3.8M-$199.5K2026-10-14
apricus wealth, LLC
INCREASED11,52411,284+240+2%$3.8M$3.7M-$96.7K2026-10-26
Deane Retirement Strategies, Inc.
DECREASED11,45211,516-64-1%$3.9M$3.7M-$197.4K2026-10-09
Beverly Hills Private Wealth, LLC
INCREASED11,40410,343+1,061+10%$3.5M$3.7M+$184.7K2026-11-04
Parr Mcknight Wealth Management Group, LLC
DECREASED11,40411,570-166-1%$3.9M$3.7M-$233.2K2026-10-30
Walter Public Investments Inc.
NEW11,290—+11,290——$3.7M—2026-11-05
Silvant Capital Management LLC
INCREASED11,23110,825+406+4%$3.7M$3.7M-$35.6K2026-11-09
Argent Trust Co
INCREASED11,22410,645+579+5%$3.6M$3.7M+$23.4K2026-11-09
Ritholtz Wealth Management
INCREASED11,15310,191+962+9%$3.5M$3.6M+$154.9K2026-11-05
Culbertson A N & Co Inc
NEW11,143—+11,143——$3.6M—2026-10-21
Chicago Partners Investment Group LLC
INCREASED11,1408,333+2,807+34%$2.9M$4.0M+$1.0M2026-10-27
Argonautica Private Wealth Management, Inc
INCREASED11,14011,055+85+1%$3.8M$3.6M-$143.6K2026-11-02
Costello Asset Management, Inc
DECREASED11,08612,743-1,657-13%$4.3M$3.6M-$736.3K2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED11,02710,837+190+2%$3.7M$3.6M-$106.1K2026-10-22
Pictet North America Advisors SA
INCREASED10,8929,430+1,462+16%$3.2M$3.5M+$329.4K2026-10-21
PFG Advisors
INCREASED10,83610,480+356+3%$3.6M$3.5M-$46.6K2026-10-16
North Dakota State Investment Board
INCREASED10,77710,374+403+4%$3.5M$3.5M-$29.6K2026-10-27
Platform Technology Partners
INCREASED10,61210,527+85+1%$3.6M$3.5M-$135.2K2026-11-02
Krilogy Financial LLC
INCREASED10,54710,405+142+1%$3.5M$3.6M+$93.9K2026-10-13
Delta Financial Advisors LLC
DECREASED10,54210,559-170%$3.6M$3.4M-$168.8K2026-10-27
Naples Global Advisors, LLC
DECREASED10,49410,528-340%$3.6M$3.4M-$174.1K2026-11-05
Genus Capital Management Inc.
UNCHANGED10,46410,46400%$3.6M$3.4M-$162.1K2026-11-04
Larson Financial Group LLC
INCREASED10,4558,738+1,717+20%$3.0M$3.4M+$423.1K2026-11-05
Private Trust Co NA
DECREASED10,34110,780-439-4%$3.7M$3.4M-$309.6K2026-10-20
Griffin Asset Management, Inc.
INCREASED10,28410,269+15+0%$3.5M$3.3M-$154.2K2026-10-22
Argyle Capital Management, LLC
INCREASED10,28210,202+80+1%$3.5M$3.3M-$132.0K2026-10-28
Family Capital Trust Co
UNCHANGED10,24510,24500%$3.5M$3.3M-$158.6K2026-10-22
Park National Corp
DECREASED10,13310,842-709-7%$3.7M$3.3M-$398.5K2026-10-05
Security National Bank
DECREASED10,03010,056-260%$3.4M$3.3M-$164.2K2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED9,9008,322+1,578+19%$2.8M$3.2M+$384.1K2026-10-20
Vista Investment Partners II, LLC
INCREASED9,6699,479+190+2%$3.2M$3.1M-$85.0K2026-10-15
LVW Advisors, LLC
INCREASED9,6549,551+103+1%$3.3M$3.1M-$114.4K2026-10-19
Beacon Financial Group
DECREASED9,5979,794-197-2%$3.3M$3.1M-$216.0K2026-10-19
Cornerstone Planning, LLC
INCREASED9,5549,499+55+1%$3.2M$3.2M-$26.7K2026-10-27
Imc-Chicago, LLC
NEW9,470—+9,470——$3.1M—2026-11-05
CFS Investment Advisory Services, LLC
DECREASED9,4129,422-100%$3.4M$3.1M-$257.4K2026-10-19
Perigon Wealth Management, LLC
DECREASED9,35912,711-3,352-26%$4.3M$3.0M-$1.3M2026-10-22
SteelPeak Wealth, LLC
INCREASED9,2911,167+8,124+696%$398.4K$3.0M+$2.6M2026-10-16
Nelson Capital Management, LLC
DECREASED9,2789,530-252-3%$3.2M$3.0M-$229.6K2026-11-09
King Luther Capital Management Corp
INCREASED9,2329,122+110+1%$3.1M$3.0M-$105.5K2026-11-05
First Citizens Bank & Trust Co
INCREASED9,1214,685+4,436+95%$1.6M$3.0M+$1.4M2026-10-14
Securian Asset Management, Inc
DECREASED9,1209,585-465-5%$3.4M$3.0M-$409.2K2026-11-06
Cohen Klingenstein LLC
UNCHANGED9,1209,12000%$3.1M$3.0M-$141.3K2026-10-15
Penobscot Investment Management Company, Inc.
UNCHANGED9,0949,09400%$3.1M$3.0M-$140.9K2026-10-26
Legacy Wealth Management, LLC / MS
DECREASED8,9829,757-775-8%$3.3M$2.9M-$403.2K2026-10-30
Lincoln Capital LLC
INCREASED8,7918,763+28+0%$3.0M$2.9M-$107.1K2026-10-09
IFP Advisors, Inc
DECREASED8,7419,346-605-6%$3.2M$2.8M-$341.5K2026-10-16
Solidarity Wealth, LLC
NEW8,737—+8,737——$2.8M—2026-10-15
Concord Wealth Partners
INCREASED8,7018,627+74+1%$2.9M$2.8M-$109.8K2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED8,6602,290+6,370+278%$780.4K$2.8M+$2.0M2026-10-29
Herold Advisors, Inc.
DECREASED8,6419,020-379-4%$3.1M$2.8M-$262.5K2026-10-19
Parkside Financial Bank & Trust
INCREASED8,5898,544+45+1%$2.9M$2.8M-$117.6K2026-10-27
Concord Asset Management, LLC
INCREASED8,5318,257+274+3%$2.8M$2.8M-$38.7K2026-11-02
Wealth Intelligence, LLC
INCREASED8,5128,493+19+0%$2.9M$2.8M-$125.4K2026-10-16
Ascent Group, LLC
INCREASED8,4878,086+401+5%$2.8M$2.8M+$5.2K2026-10-30
Cornerstone Wealth Management, LLC
INCREASED8,4227,111+1,311+18%$2.4M$2.7M+$316.4K2026-11-04
Chicago Capital, LLC
DECREASED8,4028,561-159-2%$2.9M$2.7M-$184.1K2026-10-13
InTrack Investment Management Inc
DECREASED8,2818,960-679-8%$3.1M$2.7M-$359.6K2026-10-15
Freedom Day Solutions, LLC
INCREASED8,2418,210+31+0%$2.8M$2.7M-$117.2K2026-10-20
Coldstream Capital Management Inc
DECREASED8,2099,741-1,532-16%$3.3M$2.7M-$649.7K2026-11-09
VestGen Advisors, LLC
DECREASED8,2068,222-160%$2.8M$2.7M-$132.5K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED8,1828,083+99+1%$2.8M$2.7M-$93.2K2026-11-05
Mitchell & Pahl Private Wealth, LLC
INCREASED8,1767,933+243+3%$2.7M$2.7M-$43.8K2026-10-14
Compass Capital Management, Inc
NEW8,160—+8,160——$2.7M—2026-11-06
Joel Isaacson & Co., LLC
INCREASED8,1307,751+379+5%$2.6M$2.6M+$3.3K2026-11-05
Lantz Financial LLC
DECREASED8,0998,298-199-2%$2.8M$2.6M-$193.3K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED8,0297,907+122+2%$2.7M$2.6M-$82.9K2026-10-21
Harbour Investments, Inc.
DECREASED8,0138,791-778-9%$3.0M$2.6M-$389.3K2026-11-09
LBP AM SA
NEW7,990—+7,990——$2.6M—2026-11-06
Fort Washington Investment Advisors Inc
DECREASED7,8948,348-454-5%$2.8M$2.6M-$277.0K2026-10-15
Equitable Trust Co
DECREASED7,8918,693-802-9%$3.0M$2.6M-$395.5K2026-10-13
Frank, Rimerman Advisors LLC
UNCHANGED7,8667,86600%$2.7M$2.6M-$121.8K2026-10-16
Monarch Capital Management Inc
UNCHANGED7,8537,85300%$2.7M$2.6M-$121.7K2026-10-19
Money Concepts Capital Corp
INCREASED7,7867,068+718+10%$2.4M$2.5M+$123.9K2026-11-06
Signaturefd, LLC
DECREASED7,7118,001-290-4%$2.7M$2.5M-$218.3K2026-10-23
Capital Investment Advisors, LLC
INCREASED7,6787,338+340+5%$2.5M$2.5M-$3.0K2026-10-22
Phoenix Wealth Advisors
DECREASED7,6767,812-136-2%$2.7M$2.5M-$165.2K2026-11-03
West Michigan Advisors, LLC
DECREASED7,6327,781-149-2%$2.7M$2.5M-$161.2K2026-11-09
Wealth Enhancement Trust Services, Inc.
INCREASED7,6237,322+301+4%$2.5M$2.5M-$15.5K2026-10-07
Wescott Financial Advisory Group, LLC
INCREASED7,5197,483+36+0%$2.5M$2.4M-$104.2K2026-11-09
Perpetual Ltd
DECREASED7,5028,266-764-9%$2.8M$2.4M-$376.5K2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED7,3397,394-55-1%$2.5M$2.4M-$132.4K2026-10-23
Prosperitas Financial LLC
NEW7,336—+7,336——$2.4M—2026-10-28
Plato Investment Management Ltd
DECREASED7,3287,410-82-1%$2.5M$2.4M-$117.4K2026-11-05
Lederer & Associates Investment Counsel
DECREASED7,3097,367-58-1%$2.5K$2.4K-$1332026-10-23
Aries Wealth Management
DECREASED7,2757,398-123-2%$2.5M$2.4M-$154.6K2026-10-23
CrossGen Wealth, LLC
INCREASED7,2576,992+265+4%$2.4M$2.4M-$22.1K2026-10-30
Stillwater Wealth Management Group
INCREASED7,2497,020+229+3%$2.4M$2.4M-$34.3K2026-10-21
Mount Lucas Management LP
NEW7,228—+7,228——$2.4M—2026-11-09
Sowell Financial Services LLC
DECREASED7,1647,236-72-1%$2.5M$2.3M-$135.5K2026-10-23
New England Research & Management, Inc.
DECREASED7,1457,150-50%$2.4M$2.3M-$112.4K2026-10-16
A. D. Beadell Investment Counsel, Inc.
DECREASED7,0957,320-225-3%$2.5K$2.3K-$1872026-10-14
Bowen Hanes & Co Inc
DECREASED7,0557,095-40-1%$2.3M$2.3M-$17.8K2026-11-09
Parallel Advisors, LLC
DECREASED7,0397,213-174-2%$2.5M$2.3M-$168.4K2026-11-03
Mather Group, Llc.
INCREASED7,0316,938+93+1%$2.4M$2.3M-$77.2K2026-10-14
Bank Pictet & Cie (Europe) AG
INCREASED7,0246,643+381+6%$2.3M$2.3M+$21.0K2026-10-20
Ashton Thomas Securities, LLC
NEW6,906—+6,906——$2.2M—2026-10-26
Neville Rodie & Shaw Inc
UNCHANGED6,8746,87400%$2.3K$2.2K-$1062026-10-05
Ferguson Wellman Capital Management, Inc
INCREASED6,8646,820+44+1%$2.3M$2.2M-$91.3K2026-10-05
Lester Murray Antman dba SimplyRich
UNCHANGED6,7756,77500%$2.3K$2.2M+$2.2M2026-11-06
TMB Capital Partners, LLC
INCREASED6,7506,674+76+1%$2.3M$2.2M-$78.4K2026-10-20
Impact Partnership Wealth, LLC
INCREASED6,6746,456+218+3%$2.2M$2.2M-$29.1K2026-11-09
TD Private Client Wealth LLC
INCREASED6,6476,254+393+6%$2.1M$2.2M+$30.9K2026-10-28
Lyell Wealth Management, LP
INCREASED6,5326,446+86+1%$2.2M$2.1M-$71.9K2026-10-30
Family Legacy, Inc.
DECREASED6,5316,553-220%$2.2M$2.1M-$108.7K2026-10-13
Eastern Bank
UNCHANGED6,4966,49600%$2.2M$2.1M-$100.6K2026-10-05
Quadcap Wealth Management, LLC
DECREASED6,4646,815-351-5%$2.3M$2.1M-$219.6K2026-11-02
Littlejohn Financial Services, Inc.
DECREASED6,4428,080-1,638-20%$2.8M$2.1M-$657.9K2026-11-06
Nicholson Wealth Management Group, LLC
DECREASED6,4156,596-181-3%$2.2M$2.1M-$161.0K2026-11-09
Demars Financial Group, LLC
DECREASED6,4106,442-320%$2.2M$2.1M-$110.0K2026-10-22
Oak Thistle LLC
NEW6,377—+6,377——$2.1M—2026-10-21
Y-Intercept (Hong Kong) Ltd
DECREASED6,36818,742-12,374-66%$6.4M$2.1M-$4.3M2026-10-16
Jefferson Bridge Capital, LLC
UNCHANGED6,3556,35500%$2.2M$2.1M-$98.4K2026-11-06
Missouri Trust & Investment Co
INCREASED6,3026,167+135+2%$2.2M$2.0M-$112.9K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED6,1995,695+504+9%$1.9M$2.0M+$75.5K2026-11-04
Ballast, Inc.
INCREASED6,1785,986+192+3%$2.0M$2.0M-$30.3K2026-10-20
B. Riley Wealth Advisors, Inc.
DECREASED6,1776,220-43-1%$2.1M$2.0M-$126.3K2026-10-13
Nichols & Pratt Advisers LLP
INCREASED6,1156,005+110+2%$2.0M$2.0M-$20.2K2026-10-13
Sierra Summit Advisors LLC
INCREASED6,0235,872+151+3%$2.0M$2.0M-$41.8K2026-10-28
Integrity Alliance, Llc.
DECREASED6,0016,107-106-2%$2.1M$2.0M-$129.2K2026-10-29
Eagle Global Advisors LLC
DECREASED6,0006,008-80%$2.0M$2.0M-$95.7K2026-11-02
Inscription Capital, LLC
DECREASED5,9406,541-601-9%$2.2M$1.9M-$296.7K2026-11-02
Thoroughbred Financial Services, LLC
DECREASED5,9405,974-34-1%$2.0K$1.9K-$1032026-11-09
Wedmont Private Capital
INCREASED5,9325,743+189+3%$2.0M$2.0M+$41.9K2026-10-09
Parsons Capital Management Inc
INCREASED5,9065,903+3+0%$2.0M$1.9M-$90.5K2026-10-28
Towne Trust Company, N.a
DECREASED5,8865,926-40-1%$2.0M$1.9M-$104.8K2026-10-28
Thompson Davis & Co., Inc.
DECREASED5,8756,025-150-2%$2.1M$1.9M-$142.1K2026-11-05
Gilliland Jeter Wealth Management LLC
DECREASED5,8746,050-176-3%$2.1M$1.9M-$150.9K2026-10-28
Jacobi Capital Management LLC
INCREASED5,8205,694+126+2%$1.9M$1.9M-$47.3K2026-11-05
Sage Capital Advisors,llc
INCREASED5,8175,816+1+0%$2.0M$1.9M-$89.8K2026-10-13
PFS Partners, LLC
DECREASED5,7816,393-612-10%$2.2M$1.9M-$298.4K2026-10-21
Center for Wealth Management Advisory
INCREASED5,771882+4,889+554%$300.4K$1.9M+$1.6M2026-10-23
Dynamic Advisor Solutions LLC
INCREASED5,7715,729+42+1%$2.0M$1.9M-$75.2K2026-10-13
Guyasuta Investment Advisors Inc
UNCHANGED5,7495,74900%$2.0M$1.9M-$89.1K2026-10-15
Crestwood Advisors Group, LLC
INCREASED5,7465,583+163+3%$1.9M$1.9M-$33.5K2026-10-27
Vavra Capital Management, LLC
UNCHANGED5,7015,70100%$1.9M$1.9M-$88.3K2026-10-14
Valmark Advisers, Inc.
INCREASED5,6745,594+80+1%$1.9M$1.8M-$60.6K2026-11-06
Ascentis Independent Advisors
INCREASED5,581133+5,448+4096%$45.3K$1.8M+$1.8M2026-11-03
Roxbury Financial LLC
DECREASED5,5215,561-40-1%$1.9M$1.8M-$99.4K2026-10-01
Fisher Asset Management, LLC
INCREASED5,5015,317+184+3%$1.8M$1.8M-$22.5K2026-11-06
Alkeme Wealth, LLC
DECREASED5,4585,687-229-4%$1.9M$1.8M-$162.6K2026-10-08
Davidson Trust Co
DECREASED5,4556,253-798-13%$2.1M$1.8M-$356.4K2026-10-09
Aaron Wealth Advisors LLC
DECREASED5,4345,915-481-8%$2.0M$1.8M-$248.1K2026-10-13
Sage Investment Counsel LLC
INCREASED5,3665,330+36+1%$1.8M$1.7M-$70.8K2026-10-26
Trueblood Wealth Management, LLC
DECREASED5,3495,379-30-1%$1.8M$1.7M-$93.0K2026-10-23
NBT Bank, N.A.
DECREASED5,3336,295-962-15%$2.1M$1.7M-$410.4K2026-10-21
Claro Advisors Inc.
INCREASED5,3295,130+199+4%$1.7M$1.7M-$15.0K2026-11-02
Cordatus Wealth Management LLC
DECREASED5,3135,343-30-1%$1.8M$1.7M-$92.5K2026-10-19
Shayne & Jacobs, LLC
UNCHANGED5,3105,31000%$1.8M$1.7M-$82.3K2026-10-21
Stablepoint Partners, LLC
DECREASED5,2965,802-506-9%$2.0M$1.7M-$254.4K2026-11-03
First National Trust Co
DECREASED5,2655,418-153-3%$1.8M$1.7M-$133.7K2026-10-28
Nations Financial Group Inc,
DECREASED5,2625,304-42-1%$1.8M$1.7M-$95.7K2026-11-05
Texas Capital Bank Wealth Management Services Inc
DECREASED5,2435,464-221-4%$1.9M$1.7M-$156.5K2026-11-09
Central Pacific Bank - Trust Division
UNCHANGED5,2315,23100%$1.8M$1.7M-$81.0K2026-10-06
Compound Planning, Inc.
DECREASED5,2235,393-170-3%$1.8M$1.7M-$138.8K2026-11-09
Columbia Bank
INCREASED5,1775,089+88+2%$1.7M$1.7M-$50.2K2026-10-29
Meridian Investment Counsel Inc.
DECREASED5,1297,990-2,861-36%$2.7M$1.7M-$1.1M2026-10-14
Legacy Wealth Asset Management, LLC
INCREASED5,0765,047+29+1%$1.7M$1.7M-$68.7K2026-10-09
Journey Advisory Group, LLC
DECREASED5,0125,079-67-1%$1.7M$1.6M-$100.5K2026-11-04
Parcion Private Wealth LLC
INCREASED4,9844,468+516+12%$1.5M$1.6M+$98.6K2026-10-28
Sepio Capital, LP
DECREASED4,9675,274-307-6%$1.8M$1.6M-$181.5K2026-10-22
Willow Creek Capital Management, Inc.
UNCHANGED4,9554,95500%$1.7M$1.7M$02026-10-16
Granite Investment Partners, LLC
INCREASED4,8983,296+1,602+49%$1.1M$1.6M+$470.0K2026-11-04
Monte Financial Group, LLC
DECREASED4,8314,842-110%$1.7M$1.6M-$126.7K2026-11-02
CNB Bank
INCREASED4,8154,751+64+1%$1.6M$1.6M-$52.8K2026-11-09
Arista Wealth Management, LLC
INCREASED4,7804,771+9+0%$1.6M$1.6M-$71.0K2026-10-29
Burney Co/
DECREASED4,7774,845-68-1%$1.7M$1.6M-$97.2K2026-10-15
Wright Investors Service Inc
DECREASED4,7514,815-64-1%$1.6M$1.5M-$95.4K2026-11-02
Valley National Advisers Inc
INCREASED4,7464,745+1+0%$1.6M$1.5M-$73.2K2026-10-23
DB Fitzpatrick & Co, Inc
DECREASED4,7374,807-70-1%$1.6M$1.5M-$97.2K2026-10-19
Montag A & Associates Inc
UNCHANGED4,7254,72500%$1.6M$1.5M-$73.2K2026-10-29
Meridian Wealth Management, LLC
DECREASED4,6874,702-150%$1.6M$1.5M-$77.9K2026-11-05
AA Financial Advisors, LLC
INCREASED4,6834,613+70+2%$1.6M$1.5M-$48.6K2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED4,6274,555+72+2%$1.6M$1.5M-$47.0K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,6243,377+1,247+37%$1.2M$1.5M+$353.3K2026-10-27
Applied Capital LLC
UNCHANGED4,6094,60900%$1.6M$1.5M-$71.4K2026-10-07
Trust Co of Oklahoma
DECREASED4,5774,904-327-7%$1.7M$1.5M-$182.3K2026-10-15
AMG National Trust Bank
INCREASED4,5684,391+177+4%$1.5M$1.5M-$10.4K2026-11-05
Indivisible Partners
INCREASED4,5614,251+310+7%$1.4M$1.5M+$35.2K2026-10-26
R Squared Ltd
NEW4,490—+4,490——$1.5M—2026-11-06
Legacy Financial Advisors, Inc.
INCREASED4,4714,403+68+2%$1.5M$1.5M-$46.1K2026-11-09
Legacy Private Trust Co.
DECREASED4,4454,655-210-5%$1.6M$1.4M-$140.4K2026-10-06
Baker Avenue Asset Management, LP
INCREASED4,4373,898+539+14%$1.3M$1.4M+$114.9K2026-11-06
Huntleigh Advisors, Inc.
INCREASED4,4354,367+68+2%$1.5M$1.4M-$45.4K2026-11-03
Asset Planning,Inc
INCREASED4,4094,397+12+0%$1.5M$1.4M-$64.3K2026-10-26
Advisory Resource Group
INCREASED4,4064,119+287+7%$1.4M$1.4M+$29.7K2026-10-26
Brookstone Capital Management
DECREASED4,3994,629-230-5%$1.6M$1.4M-$146.6K2026-10-22
Certuity, LLC
DECREASED4,3844,564-180-4%$1.6M$1.4M-$129.3K2026-11-02
Harold Davidson & Associates Inc.
DECREASED4,3824,440-58-1%$1.5M$1.4M-$87.8K2026-10-29
CWA Asset Management Group, LLC
DECREASED4,3394,429-90-2%$1.5M$1.4M-$97.9K2026-10-19
Wealth Quarterback LLC
DECREASED4,3315,142-811-16%$1.8M$1.4M-$343.3K2026-10-20
Curated Wealth Partners LLC
NEW4,274—+4,274——$1.4M—2026-10-15
Pine Valley Investments Ltd Liability Co
INCREASED4,2594,254+5+0%$1.5M$1.4M-$64.2K2026-11-09
Relyea Zuckerberg Hanson LLC
UNCHANGED4,2564,25600%$1.5M$1.4M-$65.9K2026-10-20
Canandaigua National Bank & Trust Co
DECREASED4,2554,518-263-6%$1.5M$1.4M-$155.5K2026-10-07
Meadow Creek Wealth Advisors LLC
DECREASED4,2124,331-119-3%$1.5M$1.4M-$105.8K2026-11-02
Rudd Co d/b/a Styre Wealth
NEW4,199—+4,199——$1.5M—2026-10-29
Turtle Creek Wealth Advisors, LLC
INCREASED4,1863,711+475+13%$1.3M$1.4M+$97.0K2026-10-15
Verus Capital Partners, LLC
DECREASED4,1654,209-44-1%$1.4M$1.4M-$79.6K2026-11-03
Westhampton Capital, LLC
DECREASED4,1454,190-45-1%$1.4M$1.3M-$79.5K2026-10-30
Nordwand Advisors, LLC
INCREASED4,1434,121+22+1%$1.4M$1.3M-$56.7K2026-11-05
Cove Private Wealth, LLC
INCREASED4,1214,015+106+3%$1.4M$1.3M-$27.7K2026-10-28
BKM Wealth Management, LLC
DECREASED4,1204,593-473-10%$1.6M$1.3M-$225.0K2026-10-22
Trust Asset Management LLC
UNCHANGED4,0964,09600%$1.4M$1.3M-$63.4K2026-11-03
Central Trust Co
INCREASED4,0713,630+441+12%$1.2M$1.3M+$87.2K2026-11-05
Csenge Advisory Group
INCREASED4,0592,971+1,088+37%$1.0M$1.3M+$307.6K2026-11-04
Delphi Management Inc
DECREASED4,0534,145-92-2%$1.4K$1.3K-$942026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED4,0314,040-90%$1.4M$1.3M-$65.5K2026-10-23
Shikiar Asset Management Inc
DECREASED4,0294,174-145-3%$1.4K$1.3K-$1122026-10-20
Procyon Advisors, LLC
DECREASED4,0034,323-320-7%$1.5M$1.3M-$170.9K2026-10-21
TigerOak Management, L.L.C.
DECREASED3,9553,961-60%$1.3M$1.3M-$63.3K2026-10-23
Vann Equity Management LLC
INCREASED3,9513,208+743+23%$1.1M$1.3M+$192.2K2026-10-08
Valeo Financial Advisors, LLC
INCREASED3,9273,651+276+8%$1.2M$1.3M+$33.2K2026-10-08
Principle Wealth Partners LLC
INCREASED3,8823,616+266+7%$1.2M$1.3M+$30.5K2026-11-02
Gryphon Financial Partners LLC
DECREASED3,8783,911-33-1%$1.3M$1.3M-$71.3K2026-11-04
Formidable Asset Management, LLC
DECREASED3,8664,126-260-6%$1.3M$1.3M-$27.5K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED3,8413,876-35-1%$1.3M$1.2M-$71.4K2026-11-02
Nfsg Corp
INCREASED3,8073,785+22+1%$1.3M$1.2M-$51.3K2026-10-15
Sigma Planning Corp
INCREASED3,7753,722+53+1%$1.3M$1.2M-$40.4K2026-10-23
Grey Ledge Advisors, LLC
INCREASED3,7753,772+3+0%$1.3M$1.2M-$57.6K2026-11-02
Obermeyer Wealth Partners
UNCHANGED3,7733,77300%$1.3M$1.2M-$58.4K2026-10-21
Lakeside Advisors, Inc.
UNCHANGED3,7683,76800%$1.3M$1.2M-$58.4K2026-10-20
Impact Capital Partners LLC
DECREASED3,7585,361-1,603-30%$1.8M$1.2M-$604.4K2026-10-22
Epiq Partners, LLC
UNCHANGED3,7143,71400%$1.3M$1.2M-$57.5K2026-10-07
Tuttle Capital Management, LLC
INCREASED3,7061,242+2,464+198%$423.2K$1.2M+$782.2K2026-10-21
Catalyst Financial Partners LLC
INCREASED3,7053,676+29+1%$1.3M$1.2M-$47.5K2026-11-06
Diversify Advisory Services, LLC
INCREASED3,6633,170+493+16%$1.1M$1.3M+$154.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED3,6633,170+493+16%$1.1M$1.3M+$154.4K2026-10-20
Elevation Point Wealth Partners, LLC
DECREASED3,6515,408-1,757-32%$1.8M$1.2M-$655.6K2026-11-05
Soltis Investment Advisors LLC
INCREASED3,6283,194+434+14%$1.1M$1.2M+$91.7K2026-10-28
SYM Financial Corp
INCREASED3,6263,447+179+5%$1.2M$1.2M+$4.7K2026-10-26
Welch Group, LLC
INCREASED3,5833,204+379+12%$1.1M$1.2M+$73.6K2026-10-29
Saxon Interests, Inc.
DECREASED3,5633,642-79-2%$1.2M$1.2M-$82.4K2026-10-26
Asset Dedication, LLC
DECREASED3,5323,670-138-4%$1.3M$1.1M-$101.7K2026-11-03
KRS Capital Management, LLC
DECREASED3,5163,518-20%$1.2M$1.1M-$55.0K2026-10-16
Advisor OS, LLC
DECREASED3,4804,698-1,218-26%$1.6M$1.1M-$469.1K2026-11-03
V-Square Quantitative Management LLC
INCREASED3,4732,380+1,093+46%$811.0K$1.1M+$318.6K2026-10-15
Sippican Capital Advisors
UNCHANGED3,4503,45000%$1.2M$1.1M-$53.4K2026-10-23
Central Valley Advisors, LLC
DECREASED3,4443,646-202-6%$1.2M$1.1M-$122.1K2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED3,4383,333+105+3%$1.1M$1.1M-$16.8K2026-10-16
Matauro, LLC
NEW3,393—+3,393——$1.1M—2026-11-03
Gratus Wealth Advisors, LLC
DECREASED3,3863,387-10%$1.2M$1.1M-$52.8K2026-10-26
Mattern Wealth Management LLC
DECREASED3,3633,481-118-3%$1.2M$1.1M-$92.3K2026-11-04
Emprise Bank
DECREASED3,3593,453-94-3%$1.2M$1.1M-$84.1K2026-10-07
Lecap Asset Management LTD
NEW3,343—+3,343——$1.1M—2026-10-27
Sentry LLC
DECREASED3,3413,461-120-3%$1.2M$1.1M-$92.6K2026-10-30
Diversified Enterprises, LLC
INCREASED3,3402,379+961+40%$810.6K$1.1M+$275.7K2026-10-19
FC Advisory LLC
UNCHANGED3,3303,33000%$1.1M$1.1M-$51.6K2026-10-05
Harbour Capital Advisors, LLC
UNCHANGED3,3213,32100%$1.2M$1.1M-$71.6K2026-10-13
71 West Capital Partners
INCREASED3,3173,299+18+1%$1.1M$1.1M-$45.2K2026-11-04
International Assets Investment Management, LLC
DECREASED3,3013,450-149-4%$1.2M$1.1M-$117.0K2026-11-02
SAX Wealth Advisors, LLC
INCREASED3,2852,238+1,047+47%$729.4K$1.1M+$339.0K2026-10-13
Profund Advisors LLC
INCREASED3,2683,022+246+8%$1.0M$1.1M+$33.2K2026-10-29
Cigna Investments Inc
DECREASED3,2683,362-94-3%$1.1K$1.1K-$832026-10-19
SVB Wealth LLC
DECREASED3,2643,422-158-5%$1.2M$1.1M-$104.4K2026-11-06
Invera Wealth Advisors, LLC
INCREASED3,2223,156+66+2%$1.1M$1.0M-$27.4K2026-10-28
First American Bank
INCREASED3,2213,134+87+3%$1.1M$1.0M-$20.2K2026-10-27
Flagship Harbor Advisors, LLC
INCREASED3,2123,211+1+0%$1.1M$1.0M-$49.5K2026-10-26
Essential Partners LLC
INCREASED3,2103,190+20+1%$1.1M$1.0M-$42.9K2026-10-14
Mill Capital Management, LLC
UNCHANGED3,2103,21000%$1.1M$1.0M-$49.7K2026-10-26
Grove Bank & Trust
INCREASED3,1933,169+24+1%$1.1M$1.0M-$41.3K2026-10-08
denkapparat Operations GmbH
DECREASED3,1605,012-1,852-37%$1.7M$1.0M-$680.0K2026-11-09
First Bank & Trust
INCREASED3,1583,149+9+0%$1.1M$1.0M-$45.9K2026-10-19
Drive Wealth Management, LLC
INCREASED3,1573,148+9+0%$1.1M$1.0M-$45.6K2026-11-09
Mitchell Sinkler & Starr
DECREASED3,1353,141-60%$1.1M$1.0M-$50.6K2026-10-13
Canopy Partners, LLC
INCREASED3,1263,000+126+4%$1.0M$1.0M-$5.5K2026-10-28
Zega Investments, LLC
UNCHANGED3,1253,12500%$1.1M$1.0M-$48.4K2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED3,1093,243-134-4%$1.1M$1.0M-$93.8K2026-11-04
Stanley-Laman Group, Ltd.
UNCHANGED3,1013,10100%$1.1M$1.0M-$48.0K2026-10-20
Axxcess Wealth Management, LLC
DECREASED3,0854,528-1,443-32%$1.5M$1.0M-$539.4K2026-10-21
Carnegie Lake Advisors LLC
UNCHANGED3,0753,07500%$1.0M$1.0M-$47.6K2026-11-06
HUB Investment Partners, LLC
INCREASED3,0692,674+395+15%$911.2K$998.2K+$87.1K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED3,0612,650+411+16%$903.0K$995.7K+$92.7K2026-11-03
Kennebec Savings Bank
INCREASED3,0553,021+34+1%$1.0M$993.6K-$35.7K2026-10-22
Premier Path Wealth Partners, LLC
INCREASED3,0463,024+22+1%$1.0M$990.8K-$39.7K2026-10-16
Northstar Asset Management Co
UNCHANGED3,0403,04000%$1.1M$1.1M-$14.6K2026-10-22
United Asset Strategies, Inc.
INCREASED3,0343,002+32+1%$1.0M$986.9K-$35.8K2026-10-28
Everhart Financial Group, Inc.
UNCHANGED3,0273,02700%$1.0M$984.5K-$46.9K2026-10-08
Bull Street Advisors, LLC
UNCHANGED3,0003,00000%$1.0K$976-$462026-10-20
Finivi Inc.
UNCHANGED3,0003,00000%$1.0M$975.8K-$46.5K2026-10-13
RMR Wealth Builders
DECREASED2,9853,034-49-2%$1.0M$973.9K-$62.7K2026-10-22
Natural Investments, LLC
DECREASED2,9763,100-124-4%$1.1K$968.0K+$966.9K2026-11-06
Columbia Asset Management
DECREASED2,9753,112-137-4%$1.1M$967.6K-$92.8K2026-10-19
Balefire, LLC
DECREASED2,9563,405-449-13%$1.2M$961.5K-$198.8K2026-10-09
Williams Jones Wealth Management, Llc.
INCREASED2,9542,943+11+0%$1.0M$960.8K-$42.0K2026-11-05
Financial Security Advisor, Inc.
DECREASED2,9493,369-420-12%$1.2M$962.1K-$189.3K2026-11-03
Crescent Sterling, Ltd.
INCREASED2,9432,735+208+8%$931.9K$957.2K+$25.3K2026-10-16
CWS Financial Advisors, LLC
DECREASED2,9352,945-100%$1.0M$954.8K-$48.9K2026-10-16
Hohimer Wealth Management, LLC
INCREASED2,9162,780+136+5%$947.2K$948.5K+$1.3K2026-11-04
WBH Advisory Inc
INCREASED2,9122,612+300+11%$890.0K$947.1K+$57.1K2026-11-05
Resonant Capital Advisors, LLC
INCREASED2,9122,842+70+2%$971.4K$950.1K-$21.4K2026-10-15
Sovran Advisors, LLC
INCREASED2,8792,757+122+4%$1.0M$1.0M+$40.8K2026-11-02
Rational Advisors, Inc.
NEW2,848—+2,848——$926.3K—2026-11-02
Leavell Investment Management, Inc.
INCREASED2,8152,661+154+6%$908.9K$918.5K+$9.6K2026-11-09
PDS Planning, Inc
INCREASED2,8062,786+20+1%$949.3K$912.7K-$36.7K2026-11-03
Riversedge Advisors, LLC
INCREASED2,7912,360+431+18%$804.1K$907.8K+$103.6K2026-10-09
Triad Wealth Partners, LLC
INCREASED2,7792,775+4+0%$966.4K$904.0K-$62.4K2026-10-26
Merrion Investment Management Co, LLC
UNCHANGED2,7712,77100%$947.0K$904.1K-$42.9K2026-10-16
Avestar Capital, LLC
DECREASED2,7652,873-108-4%$980.4K$900.4K-$79.9K2026-10-28
M Holdings Securities, Inc.
NEW2,760—+2,760——$1.0K—2026-11-03
Ranch Capital Advisors Inc.
INCREASED2,7602,679+81+3%$915.0K$899.7K-$15.3K2026-11-09
Apella Capital, LLC
INCREASED2,7581,741+1,017+58%$625.7K$923.2K+$297.6K2026-10-08
Segment Wealth Management, LLC
DECREASED2,7452,832-87-3%$965.0K$892.8K-$72.2K2026-10-26
Abound Wealth Management
INCREASED2,7442,738+6+0%$933.0K$892.5K-$40.5K2026-10-26
Trust Co of Toledo NA
INCREASED2,7232,683+40+1%$914.2K$885.7K-$28.5K2026-10-16
MBL Wealth, LLC
INCREASED2,7221,332+1,390+104%$453.9K$885.3K+$431.5K2026-10-22
Angeles Wealth Management, LLC
DECREASED2,7172,850-133-5%$974.0K$886.5K-$87.5K2026-10-26
Baker Ellis Asset Management LLC
INCREASED2,6892,414+275+11%$822.5K$874.6K+$52.1K2026-10-14
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED2,6722,696-24-1%$918.6K$869.1K-$49.6K2026-11-03
Norden Group LLC
DECREASED2,6692,802-133-5%$954.7K$868.2K-$86.6K2026-10-20
Heritage Trust Co
DECREASED2,6605,251-2,591-49%$1.8M$865.2K-$924.1K2026-11-09
Rossmore Private Capital
UNCHANGED2,6592,65900%$905.9K$867.3K-$38.5K2026-10-27
Modera Wealth Management, LLC
INCREASED2,6552,190+465+21%$746.2K$863.5K+$117.3K2026-10-28
Gibbs Wealth Management
INCREASED2,6542,333+321+14%$794.9K$863.2K+$68.3K2026-10-22
Cross Staff Investments Inc
UNCHANGED2,6492,64900%$902.6K$861.6K-$41.0K2026-10-22
Yankcom Partnership
INCREASED2,6392,529+110+4%$861.7K$858.3K-$3.4K2026-10-15
Adelphi Trust Co
INCREASED2,6262,588+38+1%$881.8K$854.1K-$27.7K2026-10-05
City State Bank
UNCHANGED2,6232,62300%$893.8K$853.1K-$40.6K2026-10-20
Aspiriant, LLC
INCREASED2,6002,343+257+11%$798.4K$845.7K+$47.3K2026-10-16
S-Bank Fund Management Ltd
INCREASED2,5872,461+126+5%$838.6K$841.4K+$2.9K2026-11-06
QTR Family Wealth, LLC
DECREASED2,5863,190-604-19%$1.1M$841.0K-$246.0K2026-11-02
Firethorn Wealth Partners, LLC
INCREASED2,5812,434+147+6%$829.4K$839.5K+$10.1K2026-10-14
HBK Sorce Advisory LLC
DECREASED2,5762,817-241-9%$993.2K$957.3K-$35.9K2026-11-06
Sky Investment Group LLC
INCREASED2,5652,409+156+6%$820.8K$834.4K+$13.6K2026-10-30
Howard Capital Management, LLC
DECREASED2,5622,590-28-1%$882.5K$833.3K-$49.2K2026-10-16
Alta Advisers Ltd
INCREASED2,5441,256+1,288+103%$428.0K$827.4K+$399.5K2026-11-02
Greenfield Savings Bank
DECREASED2,5222,543-21-1%$866.5K$820.3K-$46.2K2026-10-07
Western Wealth Management, LLC
DECREASED2,5192,549-30-1%$868.4K$819.3K-$49.1K2026-11-09
ProCore Advisors, LLC
DECREASED2,5072,522-15-1%$859.3K$815.4K-$43.9K2026-10-14
Everest Financial Group LLC
DECREASED2,4892,512-23-1%$855.8K$809.5K-$46.3K2026-11-06
Sawyer & Company, Inc
INCREASED2,4622,053+409+20%$699.5K$800.8K+$101.2K2026-10-21
First Affirmative Financial Network
NEW2,458—+2,458——$799.6K—2026-10-21
Provenance Wealth Advisors, LLC
INCREASED2,4581,004+1,454+145%$342.1K$799.5K+$457.4K2026-10-30
Valley Brook Capital Group, Inc.
UNCHANGED2,4552,45500%$836.5K$798.5K-$38.0K2026-10-26
Burford Brothers, Inc.
UNCHANGED2,4542,45400%$836.2K$798.3K-$37.9K2026-10-21
Copeland Capital Management, LLC
NEW2,453—+2,453——$797.8K—2026-10-13
Collaborative Fund Advisors, LLC
INCREASED2,4461,846+600+33%$629.0K$795.6K+$166.6K2026-11-02
Gateway Investment Advisers LLC
INCREASED2,4311,919+512+27%$653.9K$790.7K+$136.8K2026-10-13
Pflug Koory, LLC
INCREASED2,4232,184+239+11%$744.2K$788.1K+$43.9K2026-10-26
Avior Wealth Management, LLC
DECREASED2,4152,937-522-18%$1.0M$785.5K-$215.2K2026-10-13
Everett Harris & Co
UNCHANGED2,4122,41200%$821.9K$784.5K-$37.4K2026-10-28
Point Windward Advisors Inc.
UNCHANGED2,4002,40000%$817.8K$780.6K-$37.2K2026-11-06
Bingham Private Wealth, LLC
DECREASED2,3722,391-19-1%$814.7K$771.5K-$43.2K2026-11-05
Bison Wealth, LLC
INCREASED2,3682,187+181+8%$779.7K$817.2K+$37.5K2026-10-13
Cidel Asset Management Inc
UNCHANGED2,3682,36800%$806.9K$770.2K-$36.7K2026-10-29
Net Worth Advisory Group
DECREASED2,3632,410-47-2%$821.0K$782.7K-$38.4K2026-10-20
Montecito Bank & Trust
DECREASED2,3412,372-31-1%$808.2K$761.4K-$46.8K2026-10-01
Mesirow Financial Investment Management, Inc.
DECREASED2,3332,367-34-1%$806.6K$758.7K-$47.9K2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED2,3262,066+260+13%$704.1K$756.6K+$52.5K2026-10-08
Burke & Herbert Bank & Trust Co
DECREASED2,3182,348-30-1%$800.1K$753.9K-$46.1K2026-11-02
Patrick M Sweeney & Associates, Inc
INCREASED2,3112,308+3+0%$786.3K$751.5K-$34.7K2026-10-22
Means Investment Co., Inc.
INCREASED2,3052,304+1+0%$784.9K$749.9K-$35.1K2026-11-03
Connecticut Wealth Management, LLC
DECREASED2,3002,360-60-3%$804.0K$748.1K-$55.9K2026-10-13
Farrell Financial LLC
UNCHANGED2,2862,28600%$778.8K$743.4K-$35.4K2026-10-16
Boyar Asset Management Inc.
INCREASED2,2672,132+135+6%$726.5K$737.4K+$10.9K2026-11-09
Signal Advisors Wealth, LLC
INCREASED2,2592,115+144+7%$720.6K$734.8K+$14.2K2026-10-13
Evansbrook LLC
UNCHANGED2,2582,25800%$769.4K$734.4K-$35.0K2026-10-16
AdvisorNet Financial, Inc
DECREASED2,2562,285-29-1%$778.6K$789.9K+$11.3K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED2,2552,001+254+13%$681.8K$733.4K+$51.6K2026-10-21
Center for Financial Planning, Inc.
INCREASED2,2482,121+127+6%$722.7K$731.2K+$8.5K2026-10-26
TKG Advisors, LLC
UNCHANGED2,2422,24200%$763.9K$729.3K-$34.5K2026-11-02
Supplemental Annuity Collective Trust of NJ
DECREASED2,2212,314-93-4%$788.5K$722.4K-$66.1K2026-11-02
Henry James International Management Inc.
UNCHANGED2,2212,22100%$756.8K$722.4K-$34.4K2026-10-14
Thompson Siegel & Walmsley LLC
DECREASED2,2162,221-50%$757$721-$362026-11-05
GS Investments, Inc.
UNCHANGED2,2152,21500%$754.7K$720.4K-$34.3K2026-11-05
West Family Investments, Inc.
DECREASED2,2132,214-10%$754.4K$719.8K-$34.6K2026-11-09
Purkiss Capital Advisors LLC
DECREASED2,2062,262-56-2%$770.6K$717.4K-$53.2K2026-11-06
Delta Investment Management, LLC
INCREASED2,1852,180+5+0%$742.8K$710.7K-$32.0K2026-11-09
Ascentis Wealth Management, LLC
INCREASED2,1681,872+296+16%$637.8K$705.1K+$67.3K2026-11-03
Golden Reserve Retirement LLC
NEW2,133—+2,133——$693.8K—2026-11-02
G&S Capital LLC
DECREASED2,1322,165-33-2%$737.7K$693.4K-$44.3K2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED2,1322,13200%$726.5K$693.4K-$33.0K2026-10-15
Forvis Mazars Wealth Advisors, LLC
INCREASED2,1292,113+16+1%$720.0K$692.5K-$27.5K2026-10-13
Foundation Resource Management Inc
UNCHANGED2,1292,12900%$725.4K$692.5K-$33.0K2026-10-19
Ticino Wealth
DECREASED2,1272,263-136-6%$771.1K$691.8K-$79.3K2026-10-13
Expressive Wealth LLC
INCREASED2,1081,893+215+11%$645.0K$685.6K+$40.6K2026-11-09
Forum Financial Management, LP
UNCHANGED2,1052,10500%$717.3K$684.7K-$32.6K2026-10-16
Worth Financial Advisory Group, LLC
INCREASED2,1011,906+195+10%$649.5K$683.4K+$33.9K2026-10-19
Cardiff Park Advisors, LLC
INCREASED2,0922,086+6+0%$710.9K$680.5K-$30.4K2026-11-09
Blake Schutter Theil Wealth Advisors, LLC
DECREASED2,0822,206-124-6%$751.7K$677.2K-$74.5K2026-11-02
Klingman & Associates, LLC
INCREASED2,0811,385+696+50%$471.9K$676.8K+$204.9K2026-10-20
RFG Advisory, LLC
INCREASED2,0732,037+36+2%$694.2K$674.3K-$20.0K2026-11-03
Simplicity Wealth,LLC
INCREASED2,0691,456+613+42%$496.2K$673.1K+$176.9K2026-10-23
Moneco Advisors, LLC
INCREASED2,0632,043+20+1%$696.1K$671.0K-$25.1K2026-11-05
Baron Wealth Management LLC
INCREASED2,0532,044+9+0%$696.6K$667.6K-$29.0K2026-10-27
Cetera Trust Company, N.a
DECREASED2,0252,050-25-1%$698.5K$658.6K-$39.9K2026-11-09
Peddock Capital Advisors, LLC
UNCHANGED2,0252,02500%$690.0K$658.6K-$31.4K2026-10-16
Northside Capital Management, LLC
INCREASED2,0231,996+27+1%$680.1K$658.0K-$22.1K2026-10-13
Armstrong Advisory Group, Inc
DECREASED2,0222,597-575-22%$884.7K$657.6K-$227.1K2026-10-09
Florida Financial Advisors, LLC
INCREASED2,0181,593+425+27%$543.4K$656.2K+$112.8K2026-11-09
Harbor Investment Advisory, LLC
INCREASED2,0071,810+197+11%$616.7K$652.8K+$36.0K2026-10-13
Facet Wealth, Inc.
DECREASED2,0052,325-320-14%$792.1K$652.0K-$140.1K2026-11-04
3Chopt Investment Partners, LLC
INCREASED2,0031,716+287+17%$586.3K$653.1K+$66.8K2026-10-30
Valley Forge Investment Consultants Inc ADV
UNCHANGED2,0002,00000%$681.5K$650.5K-$31.0K2026-11-03
Blue Water Asset Management
INCREASED1,9861,980+6+0%$674.8K$646.1K-$28.7K2026-11-04
Fulton Bank, N.A.
INCREASED1,9791,951+28+1%$664.8K$643.7K-$21.1K2026-10-14
First City Capital Management, Inc.
DECREASED1,9721,992-20-1%$678.8K$641.4K-$37.4K2026-10-27
1834 Investment Advisors Co
INCREASED1,9711,692+279+16%$576.5K$641.1K+$64.5K2026-10-16
Northwest Wealth Management, LLC
INCREASED1,9661,933+33+2%$658.7K$639.4K-$19.2K2026-10-30
Fideuram Asset Management (Ireland) dac
DECREASED1,95620,266-18,310-90%$6.7M$669.0K-$6.0M2026-10-29
Moody Lynn Lieberson & Walker, LLC
UNCHANGED1,9411,94100%$661.4K$631.3K-$30.1K2026-10-14
Total Clarity Wealth Management, Inc.
DECREASED1,9382,075-137-7%$707.0K$630.3K-$76.7K2026-10-26
Childress Capital Advisors, LLC
INCREASED1,9271,848+79+4%$629.5K$626.7K-$2.9K2026-10-28
Argos Wealth Advisors, LLC
DECREASED1,9222,236-314-14%$761.9K$625.1K-$136.8K2026-11-02
Cypress Capital Group
UNCHANGED1,9221,92200%$654.9K$625.1K-$29.8K2026-11-03
SmartHarvest Portfolios, LLC
DECREASED1,9132,380-467-20%$811.0K$622.2K-$188.8K2026-10-26
Shore Point Advisors, LLC
INCREASED1,9131,912+1+0%$651.8K$622.4K-$29.4K2026-10-14
Quent Capital, LLC
INCREASED1,9121,724+188+11%$587.5K$700.7K+$113.2K2026-11-09
Sage Private Wealth Group, LLC
INCREASED1,9051,893+12+1%$644.9K$619.5K-$25.4K2026-10-21
First County Bank
INCREASED1,9011,822+79+4%$620.8K$618.3K-$2.5K2026-10-13
Investment Research Partners LLC
INCREASED1,8981,850+48+3%$630.4K$617.3K-$13.0K2026-10-19
Smithfield Trust Co
UNCHANGED1,8971,89700%$645$618-$272026-11-09
Compagnie Lombard Odier SCmA
INCREASED1,8951,765+130+7%$601.4K$616.3K+$14.9K2026-11-04
Revolve Wealth Partners, LLC
DECREASED1,8862,151-265-12%$733.0K$613.5K-$119.5K2026-10-23
MCF Advisors LLC
INCREASED1,8841,854+30+2%$633.6K$614.6K-$19.0K2026-10-28
Archer Investment Corp
DECREASED1,8773,627-1,750-48%$1.2M$610.6K-$625.3K2026-11-05
Versant Capital Management, Inc
INCREASED1,8721,763+109+6%$600.7K$608.9K+$8.1K2026-10-02
Curat Global, LLC
INCREASED1,8651,253+612+49%$458.2K$606.6K+$148.4K2026-10-26
Essex Bank
DECREASED1,8651,891-26-1%$644.3K$606.6K-$37.7K2026-10-16
Tannin Capital LLC
DECREASED1,8631,944-81-4%$662.4K$605.9K-$56.5K2026-11-05
Hara Capital LLC
UNCHANGED1,8621,86200%$636.4K$607.5K-$28.8K2026-10-30
Richardson Financial Services Inc.
DECREASED1,8581,943-85-4%$662.1K$604.3K-$57.7K2026-10-30
Independent Financial Group, LLC
INCREASED1,8551,773+82+5%$604.2K$603.4K-$7842026-10-13
Aprio Wealth Management, LLC
INCREASED1,8531,772+81+5%$603.9K$602.8K-$1.1K2026-10-28
Kathmere Capital Management, LLC
INCREASED1,8511,823+28+2%$621.2K$602.0K-$19.1K2026-10-20
Oakworth Capital, Inc.
INCREASED1,8511,839+12+1%$638.5K$602.0K-$36.5K2026-10-26
Hantz Financial Services, Inc.
INCREASED1,8481,513+335+22%$516$601+$852026-11-09
Stiles Financial Services Inc
DECREASED1,8461,948-102-5%$663.9K$600.3K-$63.6K2026-10-30
Rothwell Investment Advisors, LLC
NEW1,828—+1,828——$594.7K—2026-11-06
Summit Wealth Group LLC / Co
INCREASED1,823611+1,212+198%$208.2K$593.0K+$384.8K2026-10-29
Dagco, Inc.
UNCHANGED1,8131,81300%$617.8K$589.7K-$28.1K2026-10-20
May Hill Capital, LLC
DECREASED1,8101,815-50%$618.3K$588.5K-$29.7K2026-11-03
StrongBox Wealth, LLC
INCREASED1,7921,744+48+3%$594.3K$582.9K-$11.3K2026-11-02
Goelzer Investment Management, Inc.
DECREASED1,7872,122-335-16%$723.2K$581.3K-$141.9K2026-10-16
Global X Japan Co., Ltd.
DECREASED1,7841,792-80%$610.6K$580.2K-$30.4K2026-10-21
Appleton Partners Inc
DECREASED1,7801,908-128-7%$650$579-$712026-10-30
Investment Partners Asset Management, Inc.
UNCHANGED1,7741,77400%$604.5K$577.0K-$27.5K2026-10-09
Clearstead Trust, LLC
INCREASED1,7691,671+98+6%$569.3K$575.5K+$6.2K2026-11-06
Coerente Capital Management
UNCHANGED1,7651,76500%$601.4K$574.1K-$27.3K2026-10-29
Strathmore Capital Advisors, Inc.
DECREASED1,7641,878-114-6%$666.3K$643.9K-$22.4K2026-11-09
Northeast Investment Management
UNCHANGED1,7631,76300%$600.7K$573.4K-$27.3K2026-10-30
HighPoint Advisor Group LLC
DECREASED1,7431,875-132-7%$638.9K$566.8K-$72.1K2026-11-09
B.A. Schrock Wealth Management, Inc.
NEW1,737—+1,737——$575.4K—2026-10-15
Avail Investment Partners, LLC
INCREASED1,7321,679+53+3%$572.1K$563.3K-$8.8K2026-10-16
Fiduciary Family Office, LLC
INCREASED1,7111,693+18+1%$576.9K$556.5K-$20.4K2026-11-04
Tributary Capital Management, LLC
UNCHANGED1,7051,70500%$581.0K$554.6K-$26.4K2026-10-28
Rede Wealth, LLC
UNCHANGED1,7031,70300%$580.3K$553.9K-$26.4K2026-10-22
Legal Advantage Investments, Inc.
UNCHANGED1,7001,70000%$579.3K$552.9K-$26.3K2026-10-13
Clearwave Capital, LLC
INCREASED1,6941,690+4+0%$575.7K$551.1K-$24.6K2026-10-27
E&G Advisors, LLC
UNCHANGED1,6891,68900%$575.5K$549.3K-$26.2K2026-10-13
Bell Bank
INCREASED1,6811,595+86+5%$543.5K$546.7K+$3.3K2026-10-21
Rossby Financial, LCC
INCREASED1,676212+1,464+691%$72.2K$545.1K+$472.9K2026-11-05
Earned Wealth Advisors, LLC
INCREASED1,6581,385+273+20%$472.0K$539.1K+$67.2K2026-11-06
Alpha Zero LLC
NEW1,657—+1,657——$538.8K—2026-11-06
Interchange Capital Partners, LLC
INCREASED1,6431,605+38+2%$546.9K$534.4K-$12.5K2026-10-28
Bank of New Hampshire
UNCHANGED1,6371,63700%$557.8K$532.4K-$25.4K2026-10-06
Bill Few Associates, Inc.
DECREASED1,6321,677-45-3%$571.3K$530.8K-$40.5K2026-10-09
FSM Wealth Advisors, LLC
DECREASED1,6301,831-201-11%$624.0K$560.4K-$63.6K2026-10-27
Hilton Head Capital Partners, LLC
DECREASED1,6251,863-238-13%$634.8K$528.5K-$106.3K2026-10-23
Wagner Wealth Management, Corp
DECREASED1,6241,710-86-5%$582.7K$528.2K-$54.5K2026-10-20
Cushing Capital Partners, LLC
INCREASED1,6231,480+143+10%$504.2K$527.9K+$23.8K2026-10-20
Tilia Fiduciary Partners, Inc.
DECREASED1,6041,681-77-5%$572.8K$521.7K-$51.1K2026-10-09
Conning Inc.
DECREASED1,5921,648-56-3%$561.5K$517.8K-$43.7K2026-10-27
Caitong International Asset Management Co., Ltd
NEW1,589—+1,589——$516.8K—2026-10-29
Eagle Bluffs Wealth Management LLC
UNCHANGED1,5861,58600%$542.1K$517.5K-$24.6K2026-10-20
Allegiance Financial Group Advisory Services LLC
INCREASED1,5801,342+238+18%$458.7K$515.3K+$56.6K2026-11-02
Root Financial Partners, LLC
INCREASED1,5761,450+126+9%$494.1K$512.6K+$18.5K2026-10-21
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,5761,57600%$538.2K$514.2K-$24.0K2026-10-30
Oslo Pensjonsforsikring AS
UNCHANGED1,5621,56200%$532.2K$508.0K-$24.2K2026-10-15
GHP Investment Advisors, Inc.
DECREASED1,5561,605-49-3%$546.9K$506.1K-$40.8K2026-10-15
Univest Financial Corp
INCREASED1,5551,452+103+7%$494.8K$505.8K+$11.0K2026-11-05
W.H. Cornerstone Investments Inc.
DECREASED1,5551,619-64-4%$551.8K$505.8K-$46.0K2026-11-03
MFA Wealth Services
DECREASED1,5481,638-90-5%$558.2K$503.4K-$54.9K2026-10-14
Optas, LLC
INCREASED1,5451,435+110+8%$489.0K$502.5K+$13.6K2026-11-09
Pinnacle Wealth Planning Services, Inc.
DECREASED1,5451,612-67-4%$549.3K$502.5K-$46.8K2026-10-27
Madrid Wealth Management, LLC
UNCHANGED1,5451,54500%$526.4K$502.5K-$23.9K2026-10-23
Palisade Asset Management, LLC
UNCHANGED1,5411,54100%$525.1K$501.2K-$23.9K2026-11-03
Ables, Iannone, Moore & Associates, Inc.
UNCHANGED1,5311,53100%$521.7K$498.0K-$23.7K2026-10-06
Kornitzer Capital Management Inc
UNCHANGED1,5251,52500%$519.6K$496.0K-$23.6K2026-11-03
Cornerstone Advisory, LLC
INCREASED1,5171,410+107+8%$480.6K$493.4K+$12.8K2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED1,5101,336+174+13%$455.2K$491.1K+$35.9K2026-10-22
Ballast Rock Private Wealth LLC
UNCHANGED1,5031,50300%$513.7K$490.4K-$23.3K2026-10-26
Steinberg Asset Management LLC
UNCHANGED1,5001,50000%$512.6K$489.4K-$23.2K2026-10-29
Atlas Capital Advisors Inc.
DECREASED1,4971,614-117-7%$550.0K$48.5K-$501.5K2026-11-09
Summit Global Investments
DECREASED1,4911,525-34-2%$520$485-$352026-10-28
Lynch & Associates
INCREASED1,4811,401+80+6%$477.4K$481.7K+$4.3K2026-10-13
BIP Wealth, LLC
DECREASED1,4801,520-40-3%$517.9K$481.4K-$36.5K2026-10-22
Salvus Wealth Management, LLC
DECREASED1,4651,479-14-1%$504.0K$476.5K-$27.5K2026-10-13
Strong Retirement Solutions LLC
DECREASED1,4451,449-40%$493.7K$470.0K-$23.7K2026-10-07
waypoint wealth counsel
INCREASED1,4371,332+105+8%$453.9K$467.4K+$13.5K2026-10-22
Wynn Capital, LLC
INCREASED1,4371,372+65+5%$467.5K$467.4K-$1112026-10-13
Flavin Financial Services, Inc.
INCREASED1,4341,338+96+7%$455.9K$466.4K+$10.5K2026-10-21
Applied Finance Capital Management, LLC
NEW1,430—+1,430——$465.1K—2026-11-03
Manchester Capital Management LLC
DECREASED1,4301,459-29-2%$497.1K$465.1K-$32.0K2026-10-22
State of Wyoming
DECREASED1,4191,613-194-12%$549.6K$461.5K-$88.1K2026-10-28
Sapient Capital LLC
DECREASED1,4111,416-50%$483.9K$460.4K-$23.6K2026-10-08
LifeGoal Investments, LLC
INCREASED1,404842+562+67%$286.9K$456.7K+$169.7K2026-10-09
AM Investment Strategies LLC
INCREASED1,4011,391+10+1%$474$455-$192026-11-05
Integrated Advisors Network LLC
INCREASED1,3971,275+122+10%$434.4K$454.4K+$19.9K2026-10-20
MQS Management LLC
DECREASED1,3931,457-64-4%$496.5K$453.1K-$43.4K2026-11-06
Revisor Wealth Management LLC
INCREASED1,3861,302+84+6%$445.0K$496.6K+$51.6K2026-10-20
LightSquare Wealth Management, LLC
INCREASED1,3861,314+72+5%$447.6K$450.7K+$3.1K2026-11-03
Independence Bank of Kentucky
INCREASED1,3831,373+10+1%$467.8K$449.8K-$18.0K2026-10-26
Worthington Financial Partners, LLC
UNCHANGED1,3811,38100%$470.6K$449.2K-$21.4K2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED1,3791,257+122+10%$428.3K$448.5K+$20.2K2026-10-19
Carson Advisory Inc.
DECREASED1,3791,398-19-1%$476.4K$448.4K-$28.0K2026-11-06
Courier Capital LLC
DECREASED1,3721,374-20%$468.3K$446.1K-$22.2K2026-10-19
Cerro Pacific Wealth Advisors LLC
INCREASED1,3581,331+27+2%$453.5K$441.8K-$11.7K2026-10-22
Sterling Wealth Management, Inc.
UNCHANGED1,3551,35500%$461.7K$440.7K-$21.0K2026-10-23
Anchyra Partners LLC
INCREASED1,3511,116+235+21%$380.3K$439.4K+$59.1K2026-10-13
Councilmark Asset Management, LLC
UNCHANGED1,3391,33900%$456.3K$435.5K-$20.7K2026-10-20
1900 Wealth Management LLC
INCREASED1,334705+629+89%$240.2K$433.9K+$193.7K2026-10-13
Strategy Asset Managers LLC
INCREASED1,3291,310+19+1%$446.3K$432.3K-$14.0K2026-10-14
Guardian Wealth Advisors, LLC
INCREASED1,3281,257+71+6%$428.3K$473.1K+$44.8K2026-10-30
RMR Capital Management, LLC
UNCHANGED1,3251,32500%$451.5K$431.0K-$20.5K2026-10-23
McAdam, LLC
INCREASED1,3161,302+14+1%$443.6K$428.0K-$15.6K2026-10-21
Northern Financial Advisors Inc
UNCHANGED1,3151,31500%$448.1K$427.7K-$20.4K2026-10-29
Rose Capital Advisors LLC
INCREASED1,305757+548+72%$258.0K$424.7K+$166.7K2026-11-04
Alerus Financial NA
DECREASED1,3051,311-60%$446.7K$424.5K-$22.3K2026-11-09
Mainsail Asset Management, LLC
DECREASED1,3041,479-175-12%$520.8K$435.8K-$85.0K2026-10-14
Partners Wealth Management, LLC
NEW1,299—+1,299——$423.9K—2026-10-28
Foster Victor Wealth Advisors, LLC
NEW1,294—+1,294——$461.2K—2026-10-21
Orange Investment Advisors, Inc.
DECREASED1,2901,300-10-1%$442.9K$419.5K-$23.4K2026-10-23
Strategic Advisors LLC
INCREASED1,2891,286+3+0%$438.2K$419.2K-$19.0K2026-10-13
Plancorp, LLC
INCREASED1,2721,149+123+11%$407.6K$463.2K+$55.6K2026-11-03
Park Edge Advisors, LLC
INCREASED1,2641,224+40+3%$417.1K$411.1K-$6.0K2026-10-28
Trust Co of the South
UNCHANGED1,2581,25800%$428.7K$409.2K-$19.5K2026-10-21
Quaker Wealth Management, LLC
INCREASED1,2551,254+1+0%$427.4K$408.3K-$19.1K2026-10-22
Chilton Capital Management LLC
INCREASED1,2501,101+149+14%$375.2K$406.6K+$31.4K2026-10-28
Kaufman Rossin Wealth, LLC
INCREASED1,249601+648+108%$209.0K$406.2K+$197.2K2026-10-19
Portside Wealth Group, LLC
INCREASED1,2481,236+12+1%$421.2K$405.9K-$15.2K2026-10-20
Blue Trust, Inc.
DECREASED1,2451,778-533-30%$605.8K$404.9K-$200.9K2026-10-15
Integrity Advisory Solutions, LLC
INCREASED1,2401,118+122+11%$381.0K$403.5K+$22.5K2026-10-29
Sage Financial Management Group, Inc.
UNCHANGED1,2351,23500%$420.8K$401.7K-$19.1K2026-11-06
Belpointe Asset Management LLC
DECREASED1,2291,235-60%$421.0K$399.9K-$21.1K2026-11-09
AlphaCentric Advisors LLC
NEW1,227—+1,227——$399.1K—2026-11-03
Linscomb Wealth, Inc.
INCREASED1,2231,163+60+5%$396.3K$397.8K+$1.5K2026-11-05
Visionary Wealth Advisors
INCREASED1,2211,177+44+4%$401.1K$397.2K-$3.9K2026-11-04
Corps Capital Advisors, LLC
UNCHANGED1,2201,22000%$415.7K$396.8K-$18.9K2026-11-05
Planned Solutions, Inc.
UNCHANGED1,2191,21900%$415.4K$396.5K-$18.9K2026-10-19
Goldstein Advisors, LLC
INCREASED1,2151,179+36+3%$401.7K$395.2K-$6.6K2026-10-15
Discipline Wealth Solutions, LLC
UNCHANGED1,2131,21300%$413.3K$394.5K-$18.8K2026-10-14
Pacific Capital Wealth Advisors, Inc.
UNCHANGED1,2121,21200%$413.0K$394.2K-$18.8K2026-10-22
Sagace Wealth Management LLC
NEW1,210—+1,210——$393.6K—2026-10-28
Arjuna Capital
INCREASED1,2091,188+21+2%$404.8K$393.2K-$11.6K2026-11-03
Nilsine Partners, LLC
DECREASED1,2081,606-398-25%$547.2K$392.9K-$154.3K2026-11-02
Cornerstone Wealth Group, LLC
INCREASED1,2051,204+1+0%$410.4K$392.1K-$18.3K2026-11-02
Busey Bank
UNCHANGED1,2031,20300%$409.9K$391.3K-$18.6K2026-10-26
Promethium Advisors,llc
UNCHANGED1,2031,20300%$411.1K$392.5K-$18.6K2026-10-19
Investment Partners, Ltd.
NEW1,198—+1,198——$389.7K—2026-10-29
True North Advisors, LLC
NEW1,183—+1,183——$386.0K—2026-10-22
AlTi Global, Inc.
INCREASED1,181888+293+33%$303.1K$384.9K+$81.8K2026-11-09
Wetzel Investment Advisors, Inc.
DECREASED1,1771,223-46-4%$418.0K$384.0K-$34.0K2026-10-13
Norway Savings Bank
UNCHANGED1,1751,17500%$400.4K$382.2K-$18.2K2026-10-20
QP Wealth Management, LLC
UNCHANGED1,1741,17400%$400.0K$381.8K-$18.2K2026-10-20
Vicus Capital
DECREASED1,1711,187-16-1%$404.5K$380.9K-$23.6K2026-11-05
Foster Group, Inc.
INCREASED1,1691,130+39+3%$385.0K$380.2K-$4.8K2026-10-13
Jm2 Capital Inc.
DECREASED1,1641,209-45-4%$411.8K$378.5K-$33.3K2026-10-14
Stone House Investment Management, LLC
INCREASED1,1611,152+9+1%$392.5K$377.5K-$14.9K2026-10-23
Capstone Wealth Management, LLC
INCREASED1,160909+251+28%$309.7K$377.3K+$67.6K2026-11-02
Breakwater Capital Group
UNCHANGED1,1561,15600%$393.9K$376.0K-$17.9K2026-10-09
Prevail Innovative Wealth Advisors, LLC
NEW1,153—+1,153——$385.9K—2026-10-20
Echo45 Advisors LLC
INCREASED1,150959+191+20%$326.7K$374.2K+$47.4K2026-10-07
Piedmont Capital Management, LLC
UNCHANGED1,1501,15000%$391.9K$374.0K-$17.8K2026-10-21
StoneX Group Inc.
INCREASED1,149942+207+22%$321.8K$382.4K+$60.6K2026-11-03
Argyle Capital Partners, LLC
UNCHANGED1,1461,14600%$390.5K$372.7K-$17.8K2026-10-23
Cromwell Holdings LLC
UNCHANGED1,1461,14600%$391.7K$373.9K-$17.8K2026-10-28
American Institute for Advanced Investment Management, LLP
DECREASED1,1401,240-100-8%$397.6K$351.6K-$46.0K2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED1,1361,268-132-10%$432.1K$369.5K-$62.6K2026-10-13
Fragasso Financial Advisors Inc
INCREASED1,130951+179+19%$323.9K$385.5K+$61.6K2026-10-13
Carret Asset Management, LLC
DECREASED1,1301,181-51-4%$402.4K$367.5K-$34.9K2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED1,1201,401-281-20%$478.8K$365.4K-$113.4K2026-10-28
Monument Capital Management
INCREASED1,1051,044+61+6%$355.6K$359.3K+$3.7K2026-10-09
Fiduciary Alliance LLC
INCREASED1,102819+283+35%$279.0K$358.4K+$79.4K2026-10-13
IMZ Advisory Inc
INCREASED1,1011,098+3+0%$374.2K$358.2K-$16.0K2026-11-03
Pembroke Management, LTD
NEW1,100—+1,100——$357.8K—2026-10-21
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED1,100839+261+31%$285.9K$357.8K+$71.9K2026-11-04
Falcon Wealth Planning
INCREASED1,083931+152+16%$317.3K$352.3K+$35.0K2026-11-06
Innova Wealth Partners
INCREASED1,0831,073+10+1%$365.4K$352.2K-$13.3K2026-10-21
Good Harbor Advisors, Inc.
UNCHANGED1,0831,08300%$369.0K$352.2K-$16.8K2026-10-20
Argentarii, LLC
INCREASED1,0821,011+71+7%$350.9K$351.9K+$1.0K2026-10-28
Nolet Wealth Management, LLC
UNCHANGED1,0751,07500%$366.4K$349.8K-$16.7K2026-10-15
Symphony Financial, Ltd. Co.
DECREASED1,0731,093-20-2%$372.8K$349.7K-$23.1K2026-10-22
MRA Advisory Group
NEW1,072—+1,072——$348.8K—2026-10-07
Parthenon LLC
INCREASED1,0661,027+39+4%$349.9K$346.7K-$3.2K2026-10-22
McLean Asset Management Corp
DECREASED1,0641,072-8-1%$375.9K$395.4K+$19.5K2026-11-06
Providence First Trust Co
NEW1,061—+1,061——$345.1K—2026-11-02
RFG - Bristol Wealth Advisors, LLC
INCREASED1,0611,060+1+0%$361.4K$345.1K-$16.3K2026-10-09
Elevatus Welath Management
DECREASED1,0601,597-537-34%$544.2K$344.8K-$199.3K2026-10-19
Ejmk Ventures LLC
INCREASED1,052973+79+8%$332.1K$342.7K+$10.6K2026-10-21
Excalibur Management Corp
INCREASED1,043963+80+8%$328.1K$339.2K+$11.1K2026-11-02
Evergreen Wealth Management, LLC
INCREASED1,041784+257+33%$267.2K$338.6K+$71.4K2026-11-06
Fiduciary Financial Group, LLC
INCREASED1,039968+71+7%$329.8K$337.9K+$8.1K2026-10-13
Dorato Capital Management
UNCHANGED1,0331,03300%$359.3K$345.7K-$13.6K2026-10-08
Compass Ion Advisors, LLC
DECREASED1,0231,046-23-2%$356.3K$332.8K-$23.6K2026-10-23
Fortitude Family Office, LLC
INCREASED1,022711+311+44%$242.3K$332.4K+$90.1K2026-10-14
SeaCrest Wealth Management, LLC
INCREASED1,0201,003+17+2%$341.8K$331.8K-$10.0K2026-10-21
Chapin Davis, Inc.
DECREASED1,0191,020-10%$347.6K$331.6K-$16.0K2026-10-09
United Advisor Group, LLC
DECREASED1,0101,134-124-11%$386.9K$328.9K-$58.0K2026-11-03
Atwater Malick LLC
UNCHANGED1,0101,01000%$344.1K$328.5K-$15.6K2026-10-15
Duncker Streett & Co Inc
UNCHANGED1,0031,00300%$341.8K$326.2K-$15.5K2026-10-27
Tandem Investment Partners LLC
INCREASED1,002981+21+2%$334.3K$325.9K-$8.4K2026-10-16
BostonPremier Wealth LLC
DECREASED1,0001,223-223-18%$416.7K$325.3K-$91.5K2026-10-16
Bahl & Gaynor LLC
INCREASED1,000891+109+12%$303.6K$325.3K+$21.7K2026-11-05
Focus Financial Network, Inc.
INCREASED998887+111+13%$303.0K$325.5K+$22.5K2026-10-14
Paladin Advisory Group, LLC
UNCHANGED99899800%$340.1K$324.6K-$15.5K2026-11-09
San Luis Wealth Advisors LLC
DECREASED9961,017-21-2%$346.5K$324.0K-$22.6K2026-10-27
Family Wealth Partners, LLC
INCREASED994914+80+9%$311.4K$323.3K+$11.9K2026-10-20
BankChampaign, National Association
DECREASED9931,020-27-3%$347.6K$323.0K-$24.6K2026-10-19
Quadrant Private Wealth Management, LLC
INCREASED991644+347+54%$220.1K$323.3K+$103.2K2026-11-04
Rinkey Investments
UNCHANGED98798700%$336.3K$321.0K-$15.3K2026-10-28
Gen-Wealth Partners Inc
DECREASED9851,166-181-16%$397.2K$320.4K-$76.8K2026-11-04
Pinion Investment Advisors, LLC
DECREASED9821,012-30-3%$344.8K$319.4K-$25.4K2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED972944+28+3%$321.7K$316.2K-$5.5K2026-10-13
Zullo Investment Group, Inc.
DECREASED970984-14-1%$335.3K$315.5K-$19.8K2026-10-20
True Wealth Design, LLC
INCREASED969920+49+5%$313.5K$315.2K+$1.7K2026-10-13
KPP Advisory Services LLC
DECREASED9671,143-176-15%$389.5K$314.5K-$74.9K2026-10-26
Portfolio Design Labs, LLC
INCREASED965951+14+1%$324.0K$313.9K-$10.2K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9633,104-2,141-69%$1.1M$313.2K-$744.6K2026-10-14
Abacus Planning Group, Inc.
UNCHANGED96396300%$328.1K$313.2K-$14.9K2026-11-02
WoodTrust Financial Corp
UNCHANGED96296200%$328$313-$152026-10-09
Werba Rubin Papier Wealth Management
INCREASED961918+43+5%$312.8K$312.6K-$1752026-11-06
Victory Financial Group, LLC
INCREASED960792+168+21%$269.9K$312.2K+$42.4K2026-10-27
Picton Mahoney Asset Management
DECREASED9583,625-2,667-74%$1.2M$311.6K-$923.6K2026-11-09
Verum Partners LLC
INCREASED958941+17+2%$320.6K$311.5K-$9.0K2026-10-21
Investment Planning Advisors, Inc.
INCREASED954721+233+32%$245.7K$310.3K+$64.6K2026-10-14
Elyxium Wealth, LLC
DECREASED951960-9-1%$326.9K$309.3K-$17.7K2026-10-27
Retirement Planning Group, LLC
INCREASED947943+4+0%$321.5K$308.2K-$13.3K2026-10-19
Asset One Wealth Management LLC
INCREASED945925+20+2%$312.0K$307.5K-$4.5K2026-11-02
Evermay Wealth Management LLC
DECREASED9371,207-270-22%$411.5K$305.0K-$106.5K2026-11-05
Cullinan Associates Inc
UNCHANGED93293200%$317.6K$303.1K-$14.4K2026-11-03
Diligent Investors, LLC
UNCHANGED93193100%$317.2K$302.8K-$14.4K2026-10-21
Y.D. More Investments Ltd
INCREASED926232+694+299%$265$301.2K+$300.9K2026-11-02
M.E. Allison & Co., Inc.
UNCHANGED92592500%$315.1K$300.8K-$14.3K2026-10-09
BlueChip Wealth Advisors LLC
UNCHANGED92192100%$313.8K$299.6K-$14.3K2026-11-03
Womack Financial LLC
DECREASED920935-15-2%$318.6K$299.2K-$19.4K2026-10-14
55 North Private Wealth, LLC
INCREASED918881+37+4%$300.2K$298.6K-$1.6K2026-10-20
Burling Wealth Partners, LLC
DECREASED9121,022-110-11%$348.2K$296.6K-$51.6K2026-11-09
Sovereign Investment Advisors, LLC
UNCHANGED90790700%$310.0K$295.9K-$14.0K2026-11-09
Traynor Capital Management, Inc.
INCREASED906871+35+4%$296.8K$294.7K-$2.1K2026-10-29
Harrington Investments, Inc
UNCHANGED90190100%$307.0K$293.1K-$14.0K2026-10-14
Schwartz Investment Counsel Inc
DECREASED9001,000-100-10%$340.7K$292.7K-$48.0K2026-10-26
AUA Capital Management, LLC
UNCHANGED90090000%$306.7K$292.7K-$13.9K2026-10-15
Princeton Capital Management LLC
UNCHANGED90090000%$306.7K$292.7K-$13.9K2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED89889800%$307$292-$152026-11-04
Triangle Securities Wealth Management
UNCHANGED89289200%$303.9K$290.1K-$13.8K2026-10-14
Pacifica Partners Inc.
UNCHANGED89089000%$321.4K$294.8K-$26.5K2026-10-09
Samalin Investment Counsel, LLC
DECREASED888892-40%$303.8K$288.7K-$15.1K2026-10-23
Bedel Financial Consulting, Inc.
UNCHANGED88888800%$302.6K$288.8K-$13.8K2026-11-06
Warren Street Wealth Advisors, LLC
INCREASED877668+209+31%$227.6K$285.2K+$57.6K2026-11-04
New England Professional Planning Group Inc.
UNCHANGED87787700%$298.8K$285.2K-$13.6K2026-10-29
Ervin Investment Management, LLC
UNCHANGED87587500%$298.1K$284.6K-$13.6K2026-10-23
Altfest L J & Co Inc
UNCHANGED86986900%$296.1K$282.7K-$13.4K2026-10-27
Traveka Wealth, LLC
INCREASED868604+264+44%$205.8K$282.3K+$76.5K2026-10-19
CenterBook Partners LP
DECREASED8641,315-451-34%$448.1K$281.0K-$167.1K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED863463+400+86%$157.8K$280.7K+$122.9K2026-10-29
Financial Management Professionals, Inc.
INCREASED863844+19+2%$288.4K$281.6K-$6.9K2026-10-23
Aviance Capital Partners, LLC
UNCHANGED86286200%$293.7K$280.4K-$13.4K2026-10-29
BLB&B Advisors, LLC
INCREASED859696+163+23%$237.2K$279.4K+$42.2K2026-10-27
Trilogy Capital Inc.
INCREASED859716+143+20%$244.0K$279.4K+$35.4K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED855825+30+4%$281.1K$278.2K-$3.0K2026-10-30
Sicart Associates LLC
DECREASED8501,050-200-19%$357.8K$305.8K-$52.0K2026-10-29
Moody National Bank Trust Division
UNCHANGED85085000%$289.6K$276.5K-$13.2K2026-10-06
Manske Wealth Management
NEW849—+849——$276.1K—2026-10-26
D'Orazio & Associates, Inc.
DECREASED849851-20%$290.0K$276.2K-$13.8K2026-11-04
Schneider Downs Wealth Management Advisors, LP
INCREASED843822+21+3%$280.2K$274.1K-$6.1K2026-10-27
Financial Solutions Advisory Group, Inc.
INCREASED842841+1+0%$292.5K$302.9K+$10.4K2026-10-28
WT Wealth Management
UNCHANGED84284200%$286.9K$273.9K-$13.0K2026-10-13
Founders Financial Securities LLC
DECREASED841848-7-1%$288.9K$273.5K-$15.4K2026-10-28
RBA Wealth Management, LLC
INCREASED838728+110+15%$248.1K$272.6K+$24.5K2026-10-28
Leelyn Smith, LLC
INCREASED838835+3+0%$284.5K$272.6K-$12.0K2026-11-03
Moran Wealth Management, LLC
INCREASED835751+84+11%$255.9K$271.6K+$15.7K2026-10-22
Avise Financial Cooperative, Inc.
DECREASED830835-5-1%$284.5K$270.0K-$14.6K2026-11-09
Global Assets Advisory, LLC
UNCHANGED83083000%$291.8K$275.7K-$16.1K2026-10-28
Genesis Private Wealth, LLC
DECREASED827889-62-7%$302.9K$269.0K-$33.9K2026-11-02
Rainey & Randall Wealth Advisors Inc.
INCREASED825800+25+3%$273.4K$269.2K-$4.2K2026-10-26
Intrua Financial, LLC
UNCHANGED82482400%$280.8K$268.0K-$12.8K2026-10-28
Salzhauer Michael
UNCHANGED82482400%$280.8K$268.0K-$12.8K2026-10-28
Barry Investment Advisors, LLC
INCREASED823822+1+0%$280.6K$268.7K-$11.9K2026-10-14
Jacobsen Capital Management
DECREASED821829-8-1%$282.5K$267.0K-$15.4K2026-10-27
Associated Banc-Corp
DECREASED8181,543-725-47%$525.8K$266.1K-$259.7K2026-10-30
Zions Bancorporation, National Association
DECREASED8172,292-1,475-64%$781.0K$265.7K-$515.2K2026-11-06
Annis Gardner Whiting Capital Advisors, LLC
DECREASED816859-43-5%$293.2K$266.0K-$27.2K2026-11-09
Avantax Planning Partners, Inc.
DECREASED815850-35-4%$289.6K$265.1K-$24.6K2026-11-03
Atticus Wealth Management, LLC
INCREASED815786+29+4%$267.9K$265.0K-$2.9K2026-10-20
CenterStar Asset Management, LLC
NEW812—+812——$264.8K—2026-10-09
Leuthold Group, LLC
INCREASED812804+8+1%$274.0K$264.1K-$9.9K2026-11-04
Cooper Financial Group
INCREASED804716+88+12%$243.8K$261.5K+$17.6K2026-10-07
BankPlus Trust Department
UNCHANGED80380300%$273.6K$261.2K-$12.4K2026-11-06
Abacus Wealth Partners, LLC
DECREASED802809-7-1%$275.7K$260.9K-$14.8K2026-11-03
Crown Wealth Group, LLC
DECREASED800855-55-6%$291.2K$260.2K-$31.0K2026-10-19
Balboa Wealth Partners
UNCHANGED80080000%$272.6K$260.2K-$12.4K2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED797231+566+245%$79.1K$259.5K+$180.4K2026-10-16
Olympiad Research LP
NEW795—+795——$258.6K—2026-11-04
Deseret Mutual Benefit Administrators
DECREASED789841-52-6%$286.6K$256.6K-$29.9K2026-11-04
Gould Asset Management LLC
UNCHANGED78878800%$268.5K$256.3K-$12.2K2026-11-06
FDx Advisors, Inc.
DECREASED786813-27-3%$277$256-$212026-11-09
Heritage Wealth Advisors
UNCHANGED78678600%$267.8K$255.6K-$12.2K2026-11-09
Summit Securities Group LLC
INCREASED78484+700+833%$28.6K$255.0K+$226.4K2026-11-05
Guardian Capital, LLC
DECREASED784908-124-14%$309.3K$255.0K-$54.3K2026-11-06
Tranquility Partners, LLC
INCREASED781603+178+30%$205.5K$254.0K+$48.6K2026-10-20
August Group Capital Ltd
DECREASED779783-4-1%$266.5K$253.0K-$13.4K2026-10-14
J.Safra Asset Management Corp
DECREASED778779-10%$265.5K$253.2K-$12.3K2026-11-03
Great Diamond Partners, LLC
NEW775—+775——$252.1K—2026-10-13
Ariadne Wealth Management, LP
DECREASED773782-9-1%$266.5K$251.4K-$15.0K2026-11-06
Accredited Investors Inc.
DECREASED7721,268-496-39%$432.1K$251.1K-$181.0K2026-11-03
Clark Asset Management, LLC
DECREASED772780-8-1%$265.8K$251.1K-$14.6K2026-10-19
James J. Burns & Company, LLC
UNCHANGED76976900%$261.9K$250.1K-$11.8K2026-10-22
Clear Creek Financial Management, LLC
INCREASED768677+91+13%$230.8K$249.7K+$18.9K2026-10-28
Poehling Capital Management, Inc.
UNCHANGED76676600%$261.0K$249.1K-$11.9K2026-10-20
Box Hill Private Wealth LLC
DECREASED762814-52-6%$277.3K$247.7K-$29.6K2026-10-05
New Perspectives, Inc
UNCHANGED76276200%$259.6K$247.8K-$11.8K2026-10-14
Challenger Wealth Management
INCREASED760758+2+0%$258.2K$247.2K-$11.0K2026-10-30
Nicholas Wealth, Llc.
UNCHANGED75975900%$258.6K$246.8K-$11.8K2026-10-26
Accurate Wealth Management, LLC
INCREASED755707+48+7%$245.9K$261.4K+$15.5K2026-10-20
Mendel Money Management
INCREASED755752+3+0%$256.2K$245.6K-$10.7K2026-11-02
Simon Quick Advisors, LLC
NEW753—+753——$244.9K—2026-10-26
Maia Wealth LLC
INCREASED753707+46+7%$240.8K$244.8K+$4.1K2026-10-19
Intergy Private Wealth, LLC
DECREASED752760-8-1%$259.0K$244.6K-$14.4K2026-10-16
Essex LLC
NEW748—+748——$243.3K—2026-10-14
United Community Bank
INCREASED744720+24+3%$245.3K$242.0K-$3.3K2026-10-28
Patriot Financial Group Insurance Agency, LLC
NEW742—+742——$241.2K—2026-10-14
Galvin, Gaustad & Stein, LLC
UNCHANGED74274200%$252.8K$241.3K-$11.5K2026-10-08
Kavar Capital Partners Group, LLC
UNCHANGED74074000%$252.1K$240.7K-$11.5K2026-11-06
Hamilton Capital, LLC
UNCHANGED73973900%$251.8K$240.4K-$11.4K2026-10-08
Thrive Wealth Management, LLC
DECREASED738764-26-3%$260.4K$240.0K-$20.4K2026-10-13
Alliance Private Wealth, LLC
INCREASED737677+60+9%$230.7K$239.7K+$9.0K2026-10-20
Salem Investment Counselors Inc
DECREASED736787-51-6%$269.0K$240.1K-$28.8K2026-10-13
Syverson Strege & Co
UNCHANGED73273200%$249.4K$238.1K-$11.3K2026-11-02
Weatherly Asset Management L. P.
UNCHANGED72972900%$249.0K$237.8K-$11.3K2026-10-20
Washington Capital Management, Inc
UNCHANGED72872800%$248.1K$236.8K-$11.3K2026-10-19
Baker Tilly Wealth Management, LLC
INCREASED722688+34+5%$234.5K$234.9K+$4072026-10-05
Signature Equity Partners, LLC
DECREASED722729-7-1%$248.6K$234.8K-$13.8K2026-10-29
Enhancing Capital LLC
UNCHANGED72272200%$246.0K$234.8K-$11.2K2026-10-26
Pines Wealth Management, LLC
DECREASED717853-136-16%$290.7K$233.2K-$57.4K2026-10-21
Silver OAK Securities, Incorporated
NEW716—+716——$261.3K—2026-11-09
Perryman Financial Advisory Inc
UNCHANGED71071000%$241.9K$230.9K-$11.0K2026-10-16
Allen Capital Group, LLC
INCREASED709689+20+3%$234.8K$230.6K-$4.2K2026-10-27
Meramec Financial Planners, LLC
UNCHANGED70870800%$254.1K$258.4K+$4.3K2026-11-09
Kelman-Lazarov, Inc.
INCREASED699653+46+7%$222.5K$227.4K+$4.8K2026-11-09
CoreCap Advisors, LLC
INCREASED699685+14+2%$233.6K$227.5K-$6.1K2026-10-08
HBE Wealth Management, LLC
INCREASED699696+3+0%$237.2K$227.4K-$9.8K2026-11-06
Benchmark Financial Wealth Advisors, LLC
INCREASED698596+102+17%$203.1K$226.9K+$23.7K2026-10-20
Secure Asset Management, LLC
INCREASED695590+105+18%$200.9K$226.2K+$25.3K2026-10-19
Mayfair Advisory Group, LLC
INCREASED695670+25+4%$241.0K$226.0K-$15.0K2026-10-20
Hoxton Planning & Management, LLC
DECREASED691700-9-1%$238.5K$224.7K-$13.8K2026-10-15
Pavion Blue Capital, LLC
UNCHANGED69169100%$235.5K$224.7K-$10.7K2026-11-05
Raab & Moskowitz Asset Management LLC
UNCHANGED68768700%$234.1K$223.4K-$10.6K2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED685785-100-13%$267.5K$222.8K-$44.7K2026-10-22
Traphagen Investment Advisors LLC
INCREASED674658+16+2%$224.2K$219.3K-$4.9K2026-10-14
Barlow Wealth Partners, LLC
UNCHANGED67367300%$239.0K$224.9K-$14.1K2026-10-15
Lewis Asset Management, LLC
NEW671—+671——$218.9K—2026-10-14
Montz Harcus Wealth Management LLC
INCREASED671669+2+0%$227.8K$218.4K-$9.4K2026-10-09
Spire Wealth Management
DECREASED6698,439-7,770-92%$2.9M$217.4K-$2.7M2026-10-30
Convergence Investment Partners, LLC
DECREASED668684-16-2%$233.2K$217.4K-$15.8K2026-10-28
Bfsg, LLC
UNCHANGED66866800%$227.7K$217.3K-$10.4K2026-10-30
Wedge Capital Management L L P
INCREASED667666+1+0%$226.9K$216.9K-$10.0K2026-10-13
Cogent Strategic Wealth LLC
INCREASED666622+44+7%$211.9K$216.6K+$4.7K2026-10-22
RDA Financial Network
DECREASED662677-15-2%$230.7K$215.3K-$15.4K2026-10-15
Meridian Financial Advisors, LLC
UNCHANGED66166100%$225.2K$215.0K-$10.2K2026-10-14
Midland Wealth Advisors, LLC
DECREASED660719-59-8%$245.0K$214.7K-$30.3K2026-10-26
Rockline Wealth Management, LLC
UNCHANGED65765700%$223.9K$213.7K-$10.2K2026-10-26
Clear Retirement Advice LLC
UNCHANGED65665600%$223.5K$213.4K-$10.2K2026-10-22
Reflection Asset Management
UNCHANGED65565500%$223.2K$213.0K-$10.1K2026-10-28
Bigelow Investment Advisors, LLC
UNCHANGED65065000%$221.5K$211.4K-$10.1K2026-10-13
Trust Co
UNCHANGED64964900%$221.1K$211.1K-$10.1K2026-10-09
Edmp, Inc.
UNCHANGED64864800%$220.8K$210.8K-$10.0K2026-10-22
HighRoad Wealth Advisors, LLC
UNCHANGED64764700%$220.5K$210.4K-$10.0K2026-10-14
Tanager Wealth Management LLP
NEW646—+646——$210.2K—2026-10-19
HMS Capital Management, LLC
DECREASED6461,005-359-36%$342.4K$210.1K-$132.3K2026-10-20
Marino, Stram & Associates LLC
UNCHANGED64264200%$218.9K$208.9K-$10.0K2026-10-22
Winthrop Advisory Group LLC
INCREASED639590+49+8%$201.2K$208.4K+$7.2K2026-10-22
NTV Asset Management LLC
UNCHANGED63663600%$216.7K$206.9K-$9.9K2026-10-23
Wealth Preservation Advisors, LLC
NEW635—+635——$206.5K—2026-11-05
Oak Harvest Investment Services
INCREASED635626+9+1%$213.3K$206.5K-$6.8K2026-10-20
Gilman Hill Asset Management, LLC
UNCHANGED63363300%$215.7K$205.9K-$9.8K2026-10-13
Leisure Capital Management
UNCHANGED63363300%$215.7K$205.9K-$9.8K2026-11-03
Mcdonald Partners LLC
UNCHANGED63363300%$215.7K$205.9K-$9.8K2026-11-03
Sage Rhino Capital LLC
DECREASED631636-5-1%$216.7K$205.2K-$11.5K2026-10-28
Apollon Financial, LLC
INCREASED629628+1+0%$214.0K$204.6K-$9.4K2026-10-23
Embree Financial Group
DECREASED627652-25-4%$222.2K$203.9K-$18.2K2026-10-22
Peachtree Investment Partners, LLC
INCREASED626593+33+6%$202.0K$203.7K+$1.7K2026-11-05
Ifrah Financial Services, Inc.
DECREASED625633-8-1%$215.7K$203.3K-$12.4K2026-10-13
First Business Financial Services, Inc.
UNCHANGED62562500%$213.0K$203.3K-$9.7K2026-10-29
Highline Wealth Partners LLC
INCREASED61953+566+1068%$18.1K$201.3K+$183.3K2026-10-19
American National Bank & Trust
UNCHANGED60360300%$205.5K$196.1K-$9.3K2026-10-07
Alpha Family Trust
UNCHANGED60060000%$204.4K$204.4K$02026-11-04
Dakota Community Bank & Trust NA
INCREASED598491+107+22%$167.3K$194.5K+$27.2K2026-10-09
Canvas Wealth Advisors, LLC
DECREASED587674-87-13%$230.4K$212.7K-$17.7K2026-11-02
Bayban
UNCHANGED54454400%$185.4K$185.4K$02026-11-05
SBI Securities Co., Ltd.
INCREASED541376+165+44%$128.1K$176.0K+$47.8K2026-10-22
Silver Grove Financial Group, Inc.
INCREASED541459+82+18%$156.5K$176.0K+$19.6K2026-11-05
Paladin Partners, LLC
UNCHANGED54054000%$184.0K$175.6K-$8.4K2026-10-06
Salomon & Ludwin, LLC
DECREASED510513-3-1%$180.4K$165.9K-$14.6K2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED50950900%$173.4K$165.6K-$7.9K2026-10-21
Brown, Lisle Ings, Inc.
UNCHANGED50550500%$172.1K$164.3K-$7.8K2026-10-16
Golden State Wealth Management, LLC
INCREASED498497+1+0%$169.6K$162.2K-$7.4K2026-11-02
Birch Financial Group, LLC
NEW489—+489——$159.0K—2026-10-27
NBH Bank
UNCHANGED46646600%$158.8K$151.6K-$7.2K2026-11-05
First Bancorp, Inc
INCREASED462417+45+11%$142.1K$150.3K+$8.2K2026-10-26
Cape Investment Advisory, Inc.
INCREASED452346+106+31%$117.9K$147.0K+$29.1K2026-10-13
Southern Michigan Bank & Trust
INCREASED442433+9+2%$147.5K$143.8K-$3.8K2026-10-19
Physician Wealth Advisors, Inc.
INCREASED440425+15+4%$144.8K$143.1K-$1.7K2026-10-20
JFS Wealth Advisors, LLC
DECREASED437442-5-1%$150.7K$142.2K-$8.5K2026-11-03
Proathlete Wealth Management LLC
INCREASED433399+34+9%$136.0K$140.8K+$4.9K2026-10-15
General Partner, Inc.
UNCHANGED42542500%$144.8K$138.2K-$6.6K2026-10-05
WPG Advisers, LLC
INCREASED422415+7+2%$141.4K$137.3K-$4.2K2026-10-27
Birchbrook, Inc.
UNCHANGED41341300%$140.7K$134.3K-$6.4K2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED40040000%$136.3K$130.1K-$6.2K2026-10-22
Nova Financial LLC
NEW396—+396——$128.8K—2026-11-04
Bayforest Capital Ltd
INCREASED384205+179+87%$69.9K$124.9K+$55.0K2026-11-03
First Financial Corp
UNCHANGED37837800%$128.8K$122.9K-$5.9K2026-10-13
Owl Creek Wealth Partners LLC
DECREASED366426-60-14%$145.2K$119.0K-$26.1K2026-10-20
Torren Management, LLC
DECREASED351379-28-7%$129.2K$114.3K-$15.0K2026-10-29
Rosenberg Matthew Hamilton
UNCHANGED34734700%$118.2K$112.9K-$5.4K2026-10-05
Mowery & Schoenfeld Wealth Management, LLC
DECREASED337418-81-19%$142.4K$109.6K-$32.8K2026-10-28
Union Savings Bank
UNCHANGED33633600%$114.5K$109.3K-$5.2K2026-10-14
Thompson Investment Management, Inc.
UNCHANGED33033000%$112.4K$107.3K-$5.1K2026-10-14
North Star Investment Management Corp.
INCREASED326299+27+9%$101.9K$106.1K+$4.2K2026-10-27
Bell Investment Advisors, Inc
DECREASED322328-6-2%$111.8K$104.7K-$7.0K2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED31331300%$106.7K$101.8K-$4.8K2026-10-22
Gilpin Wealth Management, LLC
DECREASED300400-100-25%$136.3K$97.6K-$38.7K2026-10-09
Carolina Wealth Advisors, LLC
INCREASED28721+266+1267%$7.2K$93.3K+$86.2K2026-10-23
Westside Investment Management, Inc.
UNCHANGED28528500%$97.1K$94.3K-$2.8K2026-11-02
MB, Levis & Associates, LLC
UNCHANGED27727700%$94.3K$90.0K-$4.3K2026-10-16
Farmers & Merchants Investments Inc
DECREASED261277-16-6%$94.4K$84.9K-$9.5K2026-10-22
Granite FO LLC
UNCHANGED26026000%$88.6K$84.6K-$4.0K2026-10-14
TrustBank
UNCHANGED25525500%$86.9K$82.9K-$4.0K2026-10-20
Palladiem, LLC
UNCHANGED25225200%$85.7K$82.0K-$3.7K2026-11-09
Heritage Family Offices, LLP
NEW251—+251——$81.6K—2026-11-02
Alta Capital Management LLC/
NEW250—+250——$81.3K—2026-10-26
Oakmont Corp
UNCHANGED24024000%$81.8K$78.1K-$3.7K2026-11-09
Horizons Wealth Management
NEW239—+239——$77.7K—2026-10-05
Elevation Wealth Partners, LLC
UNCHANGED23923900%$81.4K$77.7K-$3.7K2026-10-07
Meriwether Wealth & Planning, LLC
NEW230—+230——$74.8K—2026-10-13
Activest Wealth Management
UNCHANGED23023000%$78.4K$74.8K-$3.6K2026-10-15
Caldwell Trust Co
DECREASED214233-19-8%$79.4K$69.6K-$9.8K2026-10-30
Jnba Financial Advisors
INCREASED211131+80+61%$44.6K$68.6K+$24.0K2026-11-03
Hurley Capital, LLC
UNCHANGED20620600%$70.3K$67.1K-$3.2K2026-11-05
Key FInancial Inc
INCREASED203151+52+34%$51.5K$66.0K+$14.6K2026-11-02
Clean Yield Group
UNCHANGED20120100%$68.5K$65.4K-$3.1K2026-10-28
Old Second National Bank of Aurora
UNCHANGED20120100%$68.5K$65.4K-$3.1K2026-10-22
Axiom Investment Management LLC
DECREASED200280-80-29%$95.6K$65.1K-$30.5K2026-11-03
Boyd Watterson Asset Management LLC
UNCHANGED20020000%$68.1K$65.1K-$3.1K2026-11-06
Albion Financial Group
DECREASED197232-35-15%$79.1K$64.1K-$15.0K2026-10-21
Capital Advisors, Ltd. LLC
INCREASED191166+25+15%$57$62+$52026-10-27
Tompkins Financial Corp
UNCHANGED18918900%$64.4K$61.5K-$2.9K2026-10-05
Vaquero Private Wealth, LTD
UNCHANGED17917900%$61.0K$58.2K-$2.8K2026-10-27
Main Street Group, LTD
UNCHANGED17617600%$60.0K$57.2K-$2.7K2026-10-28
TFC Financial Management, Inc.
UNCHANGED17417400%$59.3K$56.6K-$2.7K2026-10-26
Hilltop National Bank
DECREASED172245-73-30%$83.5K$55.9K-$27.5K2026-10-14
Marquette Asset Management, LLC
INCREASED169146+23+16%$49.7K$55.0K+$5.2K2026-10-09
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED16916900%$57.6K$55.1K-$2.5K2026-10-28
Strive Financial Group,LLC
NEW168—+168——$54.6K—2026-11-09
USA Financial Formulas
NEW166—+166——$54.0K—2026-10-16
Tounjian Advisory Partners, LLC
INCREASED16240+122+305%$13.5K$52.6K+$39.1K2026-11-04
City Holding Co
INCREASED162150+12+8%$51.1K$52.7K+$1.6K2026-10-19
KFG LLC
NEW160—+160——$52.0K—2026-11-02
Lodestone Wealth Management LLC
INCREASED158156+2+1%$53.1K$51.4K-$1.7K2026-10-14
Financial Network Wealth Advisors LLC
INCREASED152132+20+15%$45.0K$49.4K+$4.5K2026-10-28
Rydar Equities, Inc.
NEW150—+150——$50.2K—2026-10-13
Smallwood Wealth Investment Management, LLC
UNCHANGED15015000%$51.1K$48.8K-$2.3K2026-10-30
Financial Perspectives, Inc
INCREASED148109+39+36%$37.1K$48.1K+$11.0K2026-11-03
Compass Financial Management LLC
NEW147—+147——$47.8K—2026-10-30
Valued Wealth Advisors LLC
INCREASED142117+25+21%$40.0K$46.4K+$6.4K2026-11-05
Gables Capital Management Inc.
UNCHANGED14014000%$47.7K$45.5K-$2.2K2026-11-04
First United Bank & Trust
DECREASED137139-2-1%$47.4K$44.6K-$2.8K2026-10-22
GoalVest Advisory LLC
UNCHANGED13513500%$46.0K$43.9K-$2.1K2026-10-02
Sarver Vrooman Wealth Advisors
UNCHANGED13513500%$47.6K$43.9K-$3.7K2026-10-01
Mainstream Capital Management LLC
NEW134—+134——$43.6K—2026-10-23
Joseph Group Capital Management
INCREASED132124+8+6%$42.3K$42.9K+$6812026-11-04
Avion Wealth
INCREASED132125+7+6%$42$42$02026-11-04
Atwood & Palmer Inc
UNCHANGED13013000%$44.3K$42.3K-$2.0K2026-10-08
N.E.W. Advisory Services LLC
INCREASED127118+9+8%$40.1K$41.3K+$1.1K2026-11-09
Creative Financial Designs Inc
INCREASED125121+4+3%$41.1K$40.6K-$4992026-11-04
Atlantic Private Wealth, LLC
UNCHANGED12512500%$42.6K$40.7K-$1.9K2026-11-09
Kimelman & Baird, LLC
UNCHANGED12512500%$42.6K$40.7K-$1.9K2026-11-03
Bank & Trust Co
UNCHANGED12412400%$42.3K$40.3K-$1.9K2026-10-07
Tradewinds Capital Management, LLC
UNCHANGED12312300%$41.9K$40.0K-$1.9K2026-10-23
Darwin Wealth Management, LLC
INCREASED12276+46+61%$25.9K$39.7K+$13.8K2026-11-09
Olistico Wealth, LLC
DECREASED115200-85-42%$68.1K$37.4K-$30.7K2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED115100+15+15%$34$37+$32026-10-14
Hickory Point Bank & Trust
UNCHANGED11511500%$39.2K$37.4K-$1.8K2026-10-01
Cherry Tree Wealth Management, LLC
UNCHANGED11211200%$38.2K$36.4K-$1.7K2026-10-15
Ares Financial Consulting, LLC
UNCHANGED10910900%$37.1K$35.5K-$1.7K2026-10-19
Pathway Financial Advisers, LLC
NEW102—+102——$33.1K—2026-10-27
Cedar Mountain Advisors, LLC
INCREASED101100+1+1%$34.1K$32.9K-$1.2K2026-10-15
Kozak & Associates, Inc.
DECREASED100103-3-3%$36.2K$35.6K-$6782026-10-29
Philadelphia Investment Partners, LLC
UNCHANGED10010000%$34.1K$32.5K-$1.5K2026-11-09
Laurel Wealth Advisors LLC
NEW99—+99——$32.2K—2026-10-27
West Paces Advisors Inc.
DECREASED99102-3-3%$34.8K$32.2K-$2.6K2026-10-13
Financial Consulate, Inc
DECREASED99101-2-2%$34.4K$32.2K-$2.2K2026-10-23
James T. Borello RIA
INCREASED9374+19+26%$25.2K$30.2K+$5.0K2026-10-16
Centennial Bank
UNCHANGED929200%$31.3K$29.9K-$1.4K2026-11-09
John Boyer, Inc.
NEW89—+89——$28.9K—2026-10-27
Arlington Trust Co LLC
DECREASED8996-7-7%$32.7K$28.9K-$3.8K2026-10-20
UMB Private Wealth Management, LLC
NEW87—+87——$28.3K—2026-10-19
Bare Financial Services, Inc
INCREASED8782+5+6%$27.9K$28.3K+$3572026-11-04
Essential Investment Partners LLC
INCREASED8556+29+52%$19.1K$27.6K+$8.6K2026-10-27
PlanVest Financial, Inc
UNCHANGED848400%$28.6K$27.3K-$1.3K2026-11-09
First Command Advisory Services, Inc.
INCREASED8266+16+24%$22.5K$26.8K+$4.3K2026-11-05
Covestor Ltd
DECREASED8294-12-13%$32$27-$52026-10-30
Wilkerson Advisory Group LLC
INCREASED8177+4+5%$26.2K$26.3K+$1082026-10-20
Bullock Wealth Management Group
UNCHANGED797900%$27.8K$26.2K-$1.6K2026-10-09
IMG Wealth Management, Inc.
INCREASED7872+6+8%$24.5K$25.4K+$8372026-10-27
Plante Moran Financial Advisors, LLC
DECREASED7787-10-11%$29.6K$25.0K-$4.6K2026-11-04
Canton Hathaway, LLC
UNCHANGED767600%$25.9K$24.7K-$1.2K2026-10-23
Downshift Financial, LLC
UNCHANGED767600%$25.9K$24.7K-$1.2K2026-10-13
Highland Investment Advisors LLC
UNCHANGED767600%$26.0K$24.9K-$1.1K2026-11-09
Toth Financial Advisory Corp
INCREASED7565+10+15%$22.1K$24.4K+$2.2K2026-10-08
DeDora Capital, Inc.
NEW72—+72——$23.4K—2026-10-26
Entrust Financial LLC
DECREASED7273-1-1%$24.9K$23.5K-$1.4K2026-11-04
Tower Trust & Investment Co
UNCHANGED727200%$24.5K$23.4K-$1.1K2026-10-28
High Note Wealth, LLC
INCREASED7041+29+71%$14.0K$22.8K+$8.8K2026-10-27
Louisbourg Investments Inc.
UNCHANGED707000%$23.9K$22.8K-$1.1K2026-10-20
Global Trust Asset Management, LLC
UNCHANGED686800%$23.2K$22.1K-$1.1K2026-10-19
Murphy & Mullick Capital Management Corp
UNCHANGED686800%$23.2K$22.1K-$1.1K2026-11-02
Hughes Financial Services, LLC
INCREASED6544+21+48%$15.0K$23.5K+$8.6K2026-10-30
Wolff Wiese Magana LLC
INCREASED6256+6+11%$19.1K$20.2K+$1.1K2026-10-15
Navigoe, LLC
UNCHANGED616100%$20$19-$12026-11-04
Nvwm, LLC
INCREASED5816+42+263%$5.5K$18.9K+$13.4K2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED5749+8+16%$16.7K$18.6K+$1.9K2026-11-03
Greykasell Wealth Strategies, Inc.
UNCHANGED575700%$19.4K$18.5K-$8832026-11-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED565600%$19.1K$18.2K-$8682026-10-20
Burk Holdings LLC
DECREASED5559-4-7%$20.1K$17.9K-$2.2K2026-11-05
GK Wealth Management LLC
NEW54—+54——$17.7K—2026-10-09
Maseco LLP
INCREASED5450+4+8%$17.0K$17.6K+$5372026-10-27
Dogwood Wealth Management LLC
INCREASED5048+2+4%$16.4K$16.3K-$932026-11-09
Moisand Fitzgerald Tamayo, LLC
UNCHANGED505000%$17.0K$16.3K-$7742026-10-15
Park Square Financial Group, LLC
UNCHANGED494900%$16.7K$15.9K-$7602026-11-09
Investors Research Corp
DECREASED4895-47-49%$32.4K$15.6K-$16.8K2026-10-07
Aspect Partners, LLC
DECREASED4760-13-22%$20.4K$15.3K-$5.2K2026-10-20
Polaris Financial Partners
NEW46—+46——$15—2026-10-02
Acumen Wealth Advisors, LLC
NEW41—+41——$13.3K—2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
NEW40—+40——$13.0K—2026-10-14
Creative Capital Management Investments LLC
INCREASED4032+8+25%$10.9K$13.0K+$2.1K2026-10-28
Private Wealth Management Group, LLC
UNCHANGED373700%$12.5K$11.9K-$5692026-10-19
Madden Securities Corp
NEW35—+35——$11.4K—2026-10-27
Triumph Capital Management
INCREASED3528+7+25%$9.6K$11.5K+$1.9K2026-10-14
Community Financial Services Group, LLC
UNCHANGED353500%$12.3K$11.6K-$7152026-10-15
DT Investment Partners, LLC
UNCHANGED353500%$11.9K$11.4K-$5422026-10-27
Ulland Investment Advisors, LLC
UNCHANGED353500%$12$11-$12026-10-13
Balance Wealth Partners LLC
NEW34—+34——$11.1K—2026-10-27
MidAtlantic Capital Management, Inc.
NEW34—+34——$11.1K—2026-11-05
Fairscale Capital, LLC
INCREASED3414+20+143%$4.8K$12.4K+$7.6K2026-11-04
Holos Integrated Wealth LLC
UNCHANGED343400%$12.2K$12.1K-$1032026-10-23
Addison Advisors LLC
INCREASED3230+2+7%$10.2K$10.4K+$1852026-11-06
Cranbrook Wealth Management, LLC
UNCHANGED323200%$10.9K$10.4K-$4962026-10-28
Clark Wealth Partners
INCREASED3024+6+25%$8.2K$9.8K+$1.6K2026-10-19
Coston, McIsaac & Partners
UNCHANGED303000%$10$9.8K+$9.7K2026-11-06
Noble Wealth Management PBC
UNCHANGED303000%$10.2K$9.8K-$4642026-10-01
Tsfg, LLC
DECREASED2965-36-55%$22$9-$132026-10-23
Caldwell Sutter Capital, Inc.
UNCHANGED272700%$9.2K$8.8K-$4182026-11-09
Planning Strategies Inc.
INCREASED2625+1+4%$8.5K$8.5K-$622026-10-02
William B. Walkup & Associates, Inc.
UNCHANGED252500%$8.6K$8.2K-$3922026-11-05
Monetary Solutions, Ltd
UNCHANGED222200%$7.5K$7.2K-$3402026-10-22
First Pacific Financial
DECREASED2141-20-49%$14.0K$6.9K-$7.1K2026-10-14
Buck Wealth Strategies, LLC
INCREASED2119+2+11%$6.5K$6.8K+$3562026-10-28
1620 Investment Advisors, Inc.
UNCHANGED212100%$7.2K$6.8K-$3262026-11-04
Gleason Group, Inc.
UNCHANGED212100%$7.2K$6.8K-$3262026-10-15
Horizon Financial Services, LLC
NEW20—+20——$6.5K—2026-11-04
Bangor Savings Bank
DECREASED2058-38-66%$19.8K$6.5K-$13.3K2026-10-06
Kingdom Financial Group Llc.
UNCHANGED191900%$6.5K$6.2K-$2942026-11-04
Kings Path Partners LLC
DECREASED1824-6-25%$8.2K$5.9K-$2.3K2026-10-21
Davis Capital Management
INCREASED1712+5+42%$4.1K$5.5K+$1.4K2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED171700%$5.8K$5.5K-$2642026-11-04
American Capital Advisory, LLC
INCREASED1615+1+7%$5.1K$5.2K+$922026-10-28
Alpine Bank Wealth Management
DECREASED15204-189-93%$69.5K$4.9K-$64.6K2026-10-16
Cassaday & Co Wealth Management LLC
DECREASED1315-2-13%$5.1K$4.2K-$8832026-10-27
Kentucky Trust Co
UNCHANGED131300%$4.4K$4.2K-$2022026-10-15
Markowski Investments
NEW12—+12——$3.9K—2026-10-30
Burkett Financial Services, LLC
UNCHANGED121200%$4.2K$4.0K-$1782026-10-01
RMG Wealth Management LLC
UNCHANGED121200%$4.1K$4.4K+$2532026-10-26
Adirondack Trust Co
UNCHANGED111100%$3.7K$3.6K-$1712026-10-14
PayPay Securities Corp
UNCHANGED111100%$3.7K$3.6K-$1702026-10-27
Evolution Wealth Management Inc.
DECREASED1044-34-77%$15.0K$3.3K-$11.7K2026-10-28
Tidemark, LLC
INCREASED92+7+350%$681$2.9K+$2.2K2026-11-09
Retirement Wealth Solutions LLC
NEW8—+8——$2.6K—2026-10-07
Three Bridge Wealth Advisors, LLC
NEW8—+8——$2.6K—2026-11-05
Motco
UNCHANGED8800%$2.7K$2.6K-$1242026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED7700%$2.4K$2.3K-$1092026-10-21
Fairway Wealth LLC
NEW6—+6——$2.0K—2026-10-30
Breakwater Investment Management
INCREASED64+2+50%$1.4K$2.0K+$5892026-10-20
Barnes Dennig Private Wealth Management LLC
DECREASED572-67-93%$24.5K$1.6K-$22.9K2026-10-30
Mascoma Wealth Management LLC
DECREASED57-2-29%$2.4K$1.6K-$7592026-10-23
Fortis Group Advisors, LLC
UNCHANGED5500%$1.7K$1.6K-$782026-11-06
William Mack & Associates, Inc.
NEW4—+4——$1.3K—2026-10-27
Key Capital Management, Inc
NEW4—+4——$1.3K—2026-11-03
DecisionPoint Financial, LLC
INCREASED43+1+33%$1.1K$1.3K+$2702026-10-27
Hoey Investments, Inc
UNCHANGED3300%$1.0K$976-$472026-10-29
Latitude Advisors, LLC
NEW2—+2——$655—2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED2200%$681$651-$302026-10-23
Redwood Park Advisors LLC
UNCHANGED2200%$682$651-$312026-11-02
Align Financial, LLC
NEW1—+1——$325—2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED1100%$341$326-$152026-10-23
Maryland Capital Advisors Inc.
UNCHANGED1100%$341$326-$152026-10-15
Xxec, Inc.
CLOSED080,652-80,652-100%$26.2M$0-$26.2M2026-11-05
Alberta Investment Management Corp
CLOSED026,500-26,500-100%$9.0M$0-$9.0M2026-11-09
Nicholas Company, Inc.
CLOSED025,425-25,425-100%$8.7M$0-$8.7M2026-11-05
University of Texas S AM Investment Management Co
CLOSED07,612-7,612-100%$2.6M$0-$2.6M2026-11-03
Simplex Trading, LLC
CLOSED07,247-7,247-100%$2.5M$0-$2.5M2026-11-04
Surience Private Wealth LLC
CLOSED07,064-7,064-100%$2.4M$0-$2.4M2026-10-16
Schear Investment Advisers, LLC
CLOSED06,154-6,154-100%$2.1M$0-$2.1M2026-10-14
Triglav Investments, D.O.O.
CLOSED03,500-3,500-100%$1.2M$0-$1.2M2026-11-06
World Equity Group, Inc.
CLOSED02,370-2,370-100%$807.6K$0-$807.6K2026-10-14
Sunesis Advisors, LLC
CLOSED02,136-2,136-100%$727.7K$0-$727.7K2026-10-26
Legacy Advisors, LLC
CLOSED02,008-2,008-100%$686.3K$0-$686.3K2026-10-19
Johnson Financial Group, LLC
CLOSED02,006-2,006-100%$683.5K$0-$683.5K2026-11-03
Jefferies Financial Group Inc.
CLOSED01,959-1,959-100%$667.5K$0-$667.5K2026-11-05
Freestone Capital Holdings, LLC
CLOSED01,542-1,542-100%$525.4K$0-$525.4K2026-11-09
Wealth Science Advisors LLC
CLOSED01,468-1,468-100%$500.2K$0-$500.2K2026-10-09
111 Capital
CLOSED01,347-1,347-100%$459.0K$0-$459.0K2026-11-03
Souders Financial Advisors
CLOSED01,136-1,136-100%$387.1K$0-$387.1K2026-11-03
Wellington Shields & Co., LLC
CLOSED01,061-1,061-100%$361.5K$0-$361.5K2026-11-03
Laurion Capital Management LP
CLOSED01,057-1,057-100%$360.2K$0-$360.2K2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
CLOSED01,032-1,032-100%$351.6K$0-$351.6K2026-10-30
Parnassus Investments, LLC
CLOSED0983-983-100%$334.9K$0-$334.9K2026-10-22
Ellsworth Advisors, LLC
CLOSED0967-967-100%$326.4K$0-$326.4K2026-10-15
Ridgewood Investments LLC
CLOSED0943-943-100%$321.3K$0-$321.3K2026-10-05
J. Safra Sarasin Holding AG
CLOSED0912-912-100%$310.8K$0-$310.8K2026-10-26
Sound Financial Strategies Group, LLC
CLOSED0886-886-100%$301.9K$0-$301.9K2026-10-30
BancFirst Trust & Investment Management
CLOSED0803-803-100%$275.7K$0-$275.7K2026-10-30
Seed Wealth Management, Inc.
CLOSED0785-785-100%$267.5K$0-$267.5K2026-10-20
Kestra Investment Management, LLC
CLOSED0748-748-100%$255.5K$0-$255.5K2026-11-04
AGH Wealth Advisors, LLC
CLOSED0746-746-100%$254.2K$0-$254.2K2026-10-26
Symmetry Partners, LLC
CLOSED0742-742-100%$252.8K$0-$252.8K2026-10-27
Mechanics Bank Trust Department
CLOSED0730-730-100%$248.7K$0-$248.7K2026-10-13
Balentine LLC
CLOSED0718-718-100%$244.7K$0-$244.7K2026-11-03
Howard Financial Services, Ltd.
CLOSED0717-717-100%$244.3K$0-$244.3K2026-10-15
Phoenix Financial Ltd.
CLOSED0700-700-100%$237.8K$0-$237.8K2026-11-09
Financial Insights, Inc.
CLOSED0683-683-100%$232.7K$0-$232.7K2026-10-27
Smith Shellnut Wilson LLC
CLOSED0673-673-100%$229.3K$0-$229.3K2026-10-21
Impact Investors, Inc
CLOSED0660-660-100%$224.9K$0-$224.9K2026-11-02
Five Oceans Advisors
CLOSED0650-650-100%$221.5K$0-$221.5K2026-10-22
Tactive Advisors, LLC
CLOSED0643-643-100%$219.0K$0-$219.0K2026-10-08
Sawgrass Asset Management LLC
CLOSED0615-615-100%$209.6K$0-$209.6K2026-11-03
Barings LLC
CLOSED0614-614-100%$209.2K$0-$209.2K2026-10-22
Blue Capital, Inc.
CLOSED0611-611-100%$208.2K$0-$208.2K2026-10-13
TAGStone Capital, Inc.
CLOSED0604-604-100%$206.3K$0-$206.3K2026-11-09
Carl P. Sherr & Co., LLC
CLOSED0601-601-100%$204.8K$0-$204.8K2026-11-06
XML Financial, LLC
CLOSED0600-600-100%$204.4K$0-$204.4K2026-10-29
Bennett Selby Investments LP
CLOSED0600-600-100%$204.4K$0-$204.4K2026-10-19
Alchemi Wealth, LLC
CLOSED0597-597-100%$203.8K$0-$203.8K2026-11-04
Enterprise Financial Services Corp
CLOSED0591-591-100%$201.4K$0-$201.4K2026-11-03
South Shore Capital Advisors
CLOSED0588-588-100%$200.4K$0-$200.4K2026-10-20
Atlatl Advisers LLC
CLOSED0253-253-100%$86.2K$0-$86.2K2026-10-22
Commonwealth Retirement Investments LLC
CLOSED0233-233-100%$79.4K$0-$79.4K2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED0206-206-100%$70.2K$0-$70.2K2026-10-29
Park Place Capital Corp
CLOSED0200-200-100%$68.1K$0-$68.1K2026-11-09
Cornerstone Planning Group LLC
CLOSED0170-170-100%$58.4K$0-$58.4K2026-10-16
Access Investment Management LLC
CLOSED0142-142-100%$48.4K$0-$48.4K2026-10-23
Kelleher Financial Advisors
CLOSED0101-101-100%$34.4K$0-$34.4K2026-10-30
Institute for Wealth Management, Llc.
CLOSED093-93-100%$31.7K$0-$31.7K2026-11-06
Wellington Grp LLC
CLOSED092-92-100%$30.0K$0-$30.0K2026-11-06
Harbor Capital Advisors, Inc.
CLOSED068-68-100%$23$0-$232026-10-22
West Branch Capital LLC
CLOSED058-58-100%$19.8K$0-$19.8K2026-10-20
Whipplewood Advisors, LLC
CLOSED032-32-100%$10.9K$0-$10.9K2026-10-20
Bullseye Investment Management, LLC
CLOSED010-10-100%$3.4K$0-$3.4K2026-10-29
MTM Investment Management, LLC
CLOSED08-8-100%$2.7K$0-$2.7K2026-10-30
Strengthening Families & Communities, LLC
CLOSED06-6-100%$2.0K$0-$2.0K2026-10-21
Fiduciary Advisors, Inc.
CLOSED06-6-100%$2.0K$0-$2.0K2026-10-16
Evolution Advisers, Inc.
CLOSED02-2-100%$0$0$02026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$377.5K$414.4K+$36.8K2026-10-29
Berkshire Hathaway Inc
N/A—34,249,183-34,249,183-100%$11.7B———
BlackRock, Inc.
N/A—29,093,549-29,093,549-100%$9.9B———
Vanguard Capital Management LLC
N/A—23,177,820-23,177,820-100%$7.9B———
State Street Corp
N/A—16,727,420-16,727,420-100%$5.7B———
Price T Rowe Associates Inc
N/A—15,345,301-15,345,301-100%$5.2B———
FMR LLC
N/A—13,368,929-13,368,929-100%$4.6B———
GQG Partners LLC
N/A—12,473,178-12,473,178-100%$4.3B———
Vanguard Portfolio Management LLC
N/A—8,896,501-8,896,501-100%$3.0B———
Wellington Management Group LLP
N/A—6,195,189-6,195,189-100%$2.1B———
Massachusetts Financial Services Co
N/A—5,887,366-5,887,366-100%$2.0B———
Capital World Investors
N/A—5,584,363-5,584,363-100%$1.9B———
Ameriprise Financial Inc
N/A—5,367,693-5,367,693-100%$1.8B———
Morgan Stanley
N/A—5,286,296-5,286,296-100%$1.8B———
Bank of America Corp
N/A—4,534,497-4,534,497-100%$1.5B———
JPMorgan Chase & Co
N/A—4,176,382-4,176,382-100%$1.4B———
Raymond James Financial Inc
N/A—4,086,308-4,086,308-100%$1.4B———
AQR Capital Management LLC
N/A—4,003,312-4,003,312-100%$1.4B———
Wells Fargo & Company
N/A—3,852,983-3,852,983-100%$1.3B———
Capital Research Global Investors
N/A—3,522,326-3,522,326-100%$1.2B———
Northern Trust Corp
N/A—3,460,296-3,460,296-100%$1.2B———
Norges Bank
N/A—3,142,168-3,142,168-100%$1.1B———
Goldman Sachs Group Inc
N/A—2,799,543-2,799,543-100%$953.9M———
UBS Group AG
N/A—2,756,908-2,756,908-100%$939.4M———
Legal & General Group Plc
N/A—2,475,458-2,475,458-100%$843.5M———
Arrowstreet Capital, Limited Partnership
N/A—2,461,009-2,461,009-100%$838.6M———
Royal Bank of Canada
N/A—2,359,726-2,359,726-100%$804.1M———
Invesco Ltd.
N/A—2,300,534-2,300,534-100%$783.9M———
Charles Schwab Investment Management Inc
N/A—2,295,200-2,295,200-100%$782.1M———
Vanguard Fiduciary Trust Co
N/A—2,014,756-2,014,756-100%$686.5M———
Nuveen, LLC
N/A—1,841,675-1,841,675-100%$627.5M———
First Trust Advisors LP
N/A—1,742,005-1,742,005-100%$593.6M———
Schroder Investment Management Group
N/A—1,450,778-1,450,778-100%$498.0M———
Envestnet Asset Management Inc
N/A—1,299,490-1,299,490-100%$442.8M———
Capital International Investors
N/A—1,173,294-1,173,294-100%$399.8M———
Altrinsic Global Advisors LLC
N/A—1,158,539-1,158,539-100%$394.8M———
Davis Selected Advisers
N/A—1,148,090-1,148,090-100%$391.2M———
National Pension Service
N/A—1,148,011-1,148,011-100%$391.2M———
Fayez Sarofim & Co
N/A—1,014,340-1,014,340-100%$345.6M———
Swiss National Bank
N/A—986,151-986,151-100%$336.0M———
Lazard Asset Management LLC
N/A—926,591-926,591-100%$315.7M———
Boston Partners
N/A—890,313-890,313-100%$303.4M———
Stifel Financial Corp
N/A—871,924-871,924-100%$297.1M———
Natixis Advisors, LLC
N/A—866,560-866,560-100%$295.3M———
HSBC Holdings PLC
N/A—853,553-853,553-100%$292.0M———
Vanguard Global Advisers, LLC
N/A—796,063-796,063-100%$271.3M———
London Co of Virginia
N/A—739,329-739,329-100%$251.9M———
Royal London Asset Management LTD
N/A—705,898-705,898-100%$240.5M———
UBS Asset Management Americas LLC
N/A—689,209-689,209-100%$234.8M———
Vanguard Asset Management, Ltd
N/A—681,770-681,770-100%$232.3M———
Jones Financial Companies Lllp
N/A—676,017-676,017-100%$230.8M———
Cullen Capital Management, LLC
N/A—674,693-674,693-100%$229.9M———
Polar Capital Holdings Plc
N/A—670,383-670,383-100%$228.4M———
American Century Companies Inc
N/A—663,120-663,120-100%$226.0M———
VAN Lanschot Kempen Investment Management N.V.
N/A—660,867-660,867-100%$225.2M———
Rhumbline Advisers
N/A—640,847-640,847-100%$218.4M———
SG Americas Securities, LLC
N/A—635,600-635,600-100%$216.6K———
Manufacturers Life Insurance Company, the
N/A—624,385-624,385-100%$212.8M———
California Public Employees Retirement System
N/A—623,664-623,664-100%$212.5M———
Voya Investment Management LLC
N/A—615,556-615,556-100%$209.7M———
New York State Common Retirement Fund
N/A—580,530-580,530-100%$197.8M———
BNP Paribas Financial Markets
N/A—564,314-564,314-100%$192.3M———
Canada Pension Plan Investment Board
N/A—564,111-564,111-100%$192.2M———
DnB Asset Management AS
N/A—557,002-557,002-100%$189.8M———
Ensign Peak Advisors, Inc
N/A—547,593-547,593-100%$186.6M———
Jennison Associates LLC
N/A—545,906-545,906-100%$186.0M———
California State Teachers Retirement System
N/A—541,815-541,815-100%$184.6M———
Clark Capital Management Group, Inc.
N/A—526,441-526,441-100%$179.4M———
Davis Asset Management, L.P.
N/A—494,556-494,556-100%$168.5M———
Prana Capital Management, LP
N/A—490,074-490,074-100%$167.0M———
Woodline Partners LP
N/A—470,721-470,721-100%$160.4M———
Neuberger Berman Group LLC
N/A—452,522-452,522-100%$154.2M———
Victory Capital Management Inc
N/A—441,566-441,566-100%$150.5M———
Adage Capital Partners GP, L.L.C.
N/A—441,483-441,483-100%$150.4M———
Holocene Advisors, LP
N/A—435,164-435,164-100%$148.3M———
Cerity Partners LLC
N/A—425,907-425,907-100%$145.1M———
Evercore Wealth Management, LLC
N/A—416,081-416,081-100%$141.8M———
Citadel Advisors LLC
N/A—409,669-409,669-100%$139.6M———
Franklin Resources Inc
N/A—407,803-407,803-100%$139.0M———
Cannell & Spears LLC
N/A—404,394-404,394-100%$137.8M———
Alliancebernstein L.P.
N/A—402,639-402,639-100%$131.2M———
Huntington National Bank
N/A—402,044-402,044-100%$137.0M———
Storebrand Asset Management AS
N/A—399,565-399,565-100%$136.1M———
Glenmede Trust Co NA
N/A—396,370-396,370-100%$135.1M———
Caisse de Depot ET Placement DU Quebec
N/A—385,851-385,851-100%$131.5M———
Viking Global Investors LP
N/A—377,312-377,312-100%$128.6M———
Evelyn Partners Group Ltd
N/A—366,014-366,014-100%$124.7M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—359,960-359,960-100%$122.7M———
Allianz Asset Management GmbH
N/A—359,229-359,229-100%$122.4M———
Canada Life Assurance Co
N/A—348,994-348,994-100%$118.7M———
Korea Investment Corp
N/A—348,137-348,137-100%$118.6M———
Lord, Abbett & Co. LLC
N/A—345,278-345,278-100%$117.7M———
SEI Investments Co
N/A—342,801-342,801-100%$116.8M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—336,303-336,303-100%$114.3M———
APG Asset Management N.V.
N/A—329,176-329,176-100%$98.1M———
Quantinno Capital Management LP
N/A—328,398-328,398-100%$111.9M———
Janney Montgomery Scott LLC
N/A—316,735-316,735-100%$107.9K———
Healthcare of Ontario Pension Plan Trust Fund
N/A—310,551-310,551-100%$105.8M———
CapitalatWork S.A.
N/A—309,930-309,930-100%$105.6K———
Aviva PLC
N/A—309,915-309,915-100%$105.6M———
Tidal Investments LLC
N/A—301,912-301,912-100%$102.9M———
Teachers Retirement System of the State of Kentucky
N/A—299,597-299,597-100%$102.1K———
State Board of Administration of Florida Retirement System
N/A—286,497-286,497-100%$97.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—282,492-282,492-100%$96.3M———
Rockefeller Capital Management L.P.
N/A—279,342-279,342-100%$95.2M———
Rathbones Group PLC
N/A—276,259-276,259-100%$94.1M———
1832 Asset Management L.P.
N/A—267,989-267,989-100%$91.3M———
Mariner, LLC
N/A—259,025-259,025-100%$88.3M———
Nomura Asset Management Co LTD
N/A—251,413-251,413-100%$85.7M———
HighTower Advisors, LLC
N/A—246,875-246,875-100%$84.1M———
Davis R M Inc
N/A—242,087-242,087-100%$82.7M———
Scharf Investments, LLC
N/A—240,324-240,324-100%$81.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—236,733-236,733-100%$80.7M———
Cornerstone Investment Partners, LLC
N/A—231,026-231,026-100%$78.7M———
Bartlett & Co. Wealth Management LLC
N/A—225,744-225,744-100%$77.1M———
KLP Kapitalforvaltning AS
N/A—215,042-215,042-100%$73.5M———
Susquehanna International Group, LLP
N/A—212,898-212,898-100%$72.5M———
Susquehanna Fundamental Investments, LLC
N/A—205,672-205,672-100%$70.1M———
Baird Financial Group, Inc.
N/A—202,781-202,781-100%$69.1M———
CIBC Bancorp USA Inc.
N/A—201,992-201,992-100%$68.8M———
&partners
N/A—200,613-200,613-100%$68.3M———
IEQ Capital, LLC
N/A—197,868-197,868-100%$67.4M———
Homestead Advisers Corp
N/A—191,459-191,459-100%$65.2M———
First Manhattan Co. Llc.
N/A—190,921-190,921-100%$65.1M———
State of Wisconsin Investment Board
N/A—186,758-186,758-100%$63.6M———
Cetera Investment Advisers
N/A—178,914-178,914-100%$61.0M———
Vanguard Investments Australia, Ltd.
N/A—178,369-178,369-100%$60.8M———
Chevy Chase Trust Holdings, LLC
N/A—177,416-177,416-100%$60.5M———
LGT Group Foundation
N/A—177,054-177,054-100%$60.3M———
Teacher Retirement System of Texas
N/A—176,107-176,107-100%$60.0M———
Unio Capital LLC
N/A—169,021-169,021-100%$57.6M———
Mercer Global Advisors Inc
N/A—166,288-166,288-100%$56.7M———
TD Asset Management Inc
N/A—162,677-162,677-100%$55.4M———
MAI Capital Management
N/A—162,529-162,529-100%$55.4M———
Silvercrest Asset Management Group LLC
N/A—155,922-155,922-100%$53.1M———
Treasurer of the State of North Carolina
N/A—149,889-149,889-100%$51.1M———
BNP Paribas Asset Management Holding S.A.
N/A—147,319-147,319-100%$50.2M———
Focus Partners Wealth
N/A—143,133-143,133-100%$48.8M———
Tredje Ap-fonden
N/A—142,158-142,158-100%$48.4M———
Freestone Grove Partners LP
N/A—141,457-141,457-100%$48.2M———
Public Sector Pension Investment Board
N/A—139,404-139,404-100%$47.5M———
Alyeska Investment Group, L.P.
N/A—135,906-135,906-100%$46.3M———
Public Employees Retirement System of Ohio
N/A—135,533-135,533-100%$46.2M———
State of Tennessee, Department of Treasury
N/A—133,457-133,457-100%$45.5M———
WCM Investment Management, LLC
N/A—133,255-133,255-100%$45.7M———
Gotham Asset Management, LLC
N/A—131,581-131,581-100%$44.8M———
Qube Research & Technologies Ltd
N/A—130,968-130,968-100%$44.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—130,723-130,723-100%$44.5M———
Berkshire Asset Management LLC
N/A—129,006-129,006-100%$44.0M———
Steward Partners Investment Advisory, LLC
N/A—121,587-121,587-100%$41.4M———
SIT Investment Associates Inc
N/A—111,885-111,885-100%$38.1K———
National Bank of Canada
N/A—109,104-109,104-100%$37.3M———
Tocqueville Asset Management L.P.
N/A—109,064-109,064-100%$37.2M———
Aristotle Atlantic Partners, LLC
N/A—108,588-108,588-100%$37.0M———
Commerce Bank
N/A—107,590-107,590-100%$36.7M———
Rafferty Asset Management, LLC
N/A—105,075-105,075-100%$35.8M———
Talaria Asset Management Pty Ltd
N/A—103,800-103,800-100%$35.4M———
ST Germain D J Co Inc
N/A—103,132-103,132-100%$35.1M———
Osaic Holdings, Inc.
N/A—103,041-103,041-100%$35.1M———
Pathstone Holdings, LLC
N/A—103,032-103,032-100%$35.2M———
Klingenstein Fields & Co LP
N/A—102,035-102,035-100%$34.8M———
Callahan Advisors, LLC
N/A—100,999-100,999-100%$34.4M———
Resona Asset Management Co.,Ltd.
N/A—99,718-99,718-100%$34.0M———
NewEdge Advisors, LLC
N/A—99,590-99,590-100%$33.9M———
Advisors Capital Management, LLC
N/A—97,472-97,472-100%$33.2M———
Capital International, Inc.
N/A—96,212-96,212-100%$32.8M———
Clearbridge Investments, LLC
N/A—91,770-91,770-100%$31.3M———
RWA Wealth Partners, LLC
N/A—91,136-91,136-100%$31.1M———
Captrust Financial Advisors
N/A—90,743-90,743-100%$30.9M———
O'shaughnessy Asset Management, LLC
N/A—88,733-88,733-100%$30.2M———
Beacon Pointe Advisors, LLC
N/A—87,379-87,379-100%$29.8M———
M&T Bank Corp
N/A—86,225-86,225-100%$29.4M———
Peapack Gladstone Financial Corp
N/A—84,064-84,064-100%$28.6M———
Becker Capital Management Inc
N/A—83,369-83,369-100%$28.5M———
Sanctuary Advisors, LLC
N/A—82,800-82,800-100%$28.2M———
MetLife Investment Management, LLC
N/A—82,380-82,380-100%$28.1M———
Bank of Nova Scotia
N/A—80,260-80,260-100%$27.3M———
Groupe la Francaise
N/A—79,780-79,780-100%$27.2M———
Bradley Foster & Sargent Inc
N/A—79,370-79,370-100%$27.0M———
Pinnacle Financial Partners, Inc.
N/A—78,586-78,586-100%$26.8M———
Andra Ap-fonden
N/A—77,803-77,803-100%$26.5M———
Prudential PLC
N/A—74,085-74,085-100%$25.2M———
Liberty One Investment Management, LLC
N/A—72,581-72,581-100%$24.7M———
Brown Advisory Inc
N/A—71,549-71,549-100%$24.4M———
OAK Associates LTD
N/A—70,336-70,336-100%$24.0M———
Van Hulzen Asset Management, LLC
N/A—70,297-70,297-100%$24.0M———
Ingalls & Snyder LLC
N/A—70,231-70,231-100%$23.9M———
Varma Mutual Pension Insurance Co
N/A—68,921-68,921-100%$23.5M———
Daiichi Life Insurance Co., Ltd.
N/A—68,130-68,130-100%$23.2M———
Wedgewood Partners Inc
N/A—68,039-68,039-100%$23.2M———
Vanguard Personalized Indexing Management, LLC
N/A—67,373-67,373-100%$23.0M———
Bridgewater Associates, LP
N/A—67,050-67,050-100%$22.8M———
Tudor Investment Corp ET AL
N/A—67,027-67,027-100%$22.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—66,628-66,628-100%$22.7K———
Vinva Investment Management Ltd
N/A—65,109-65,109-100%$22.4M———
Zurich Insurance Group Ltd
N/A—63,611-63,611-100%$21.7M———
Guggenheim Capital LLC
N/A—62,835-62,835-100%$21.4M———
Connors Investor Services Inc
N/A—62,380-62,380-100%$21.3M———
Orion Porfolio Solutions, LLC
N/A—62,082-62,082-100%$21.2M———
USS Investment Management Ltd
N/A—59,850-59,850-100%$20.4M———
Cresset Asset Management, LLC
N/A—58,170-58,170-100%$19.8M———
Mediolanum International Funds Ltd
N/A—57,951-57,951-100%$19.9M———
Positano Wealth Management Ltd
N/A—56,689-56,689-100%$19.3M———
Martingale Asset Management L P
N/A—56,252-56,252-100%$19.2M———
Gillson Capital LP
N/A—54,339-54,339-100%$18.5M———
GoodHaven Capital Management, LLC
N/A—54,338-54,338-100%$18.5M———
Employees Retirement System of Texas
N/A—54,013-54,013-100%$18.4M———
Utah Retirement Systems
N/A—53,425-53,425-100%$18.2M———
Capital International Sarl
N/A—52,989-52,989-100%$18.1M———
British Columbia Investment Management Corp
N/A—52,446-52,446-100%$17.9M———
CCM Investment Advisers LLC
N/A—52,301-52,301-100%$17.8M———
ExodusPoint Capital Management, LP
N/A—52,171-52,171-100%$17.8M———
Federated Hermes, Inc.
N/A—51,863-51,863-100%$17.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—51,318-51,318-100%$17.5M———
Tradewinds, Llc.
N/A—51,046-51,046-100%$445.3K———
FourThought Financial Partners, LLC
N/A—50,334-50,334-100%$17.2M———
Blair William & Co
N/A—49,915-49,915-100%$17.0M———
Azimuth Capital Investment Management LLC
N/A—49,752-49,752-100%$17.0M———
Elo Mutual Pension Insurance Co
N/A—49,488-49,488-100%$16.9M———
SlateStone Wealth, LLC
N/A—48,599-48,599-100%$16.6K———
Nissay Asset Management Corp N
N/A—47,107-47,107-100%$16.1M———
River Road Asset Management, LLC
N/A—46,785-46,785-100%$15.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—46,490-46,490-100%$15.8M———
MML Investors Services, LLC
N/A—44,727-44,727-100%$15.2M———
Parkwood LLC
N/A—44,479-44,479-100%$15.2M———
Jupiter Topco LLC
N/A—44,418-44,418-100%$15.1M———
Groupama Asset Managment
N/A—44,357-44,357-100%$15.2M———
Nomura Asset Management International Inc.
N/A—44,057-44,057-100%$15.0M———
D. E. Shaw & Co., Inc.
N/A—43,383-43,383-100%$14.8M———
CIBC World Market Inc.
N/A—43,099-43,099-100%$14.7M———
Arax Advisory Partners
N/A—41,735-41,735-100%$14.2M———
Macquarie Group LTD
N/A—41,614-41,614-100%$14.2M———
Estabrook Capital Management
N/A—41,305-41,305-100%$14.1M———
Zevin Asset Management LLC
N/A—41,089-41,089-100%$14.0M———
Horizon Investments, LLC
N/A—40,866-40,866-100%$13.9M———
Federation des caisses Desjardins du Quebec
N/A—40,555-40,555-100%$13.8M———
Allstate Corp
N/A—39,651-39,651-100%$13.5M———
Hamilton Capital Partners Inc.
N/A—39,564-39,564-100%$13.5M———
Credit Agricole S A
N/A—39,408-39,408-100%$13.4M———
Capital International LTD
N/A—38,836-38,836-100%$13.2M———
Hamilton Wealth, LLC
N/A—38,391-38,391-100%$13.1M———
QRG Capital Management, Inc.
N/A—38,128-38,128-100%$13.0M———
LGT Fund Management Co Ltd.
N/A—38,087-38,087-100%$13.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—37,554-37,554-100%$12.8M———
World Investment Advisors
N/A—36,375-36,375-100%$11.9M———
Hunter Perkins Capital Management, LLC
N/A—36,097-36,097-100%$12.3K———
Northwestern Mutual Wealth Management Co
N/A—35,696-35,696-100%$12.2M———
Benjamin Edwards Inc
N/A—34,686-34,686-100%$11.8M———
Rowlandmiller & Partners.adv
N/A—33,387-33,387-100%$11.4M———
Financial Strategies Group, Inc.
N/A—33,347-33,347-100%$11.8M———
Vident Advisory, LLC
N/A—33,121-33,121-100%$11.3M———
Allianz SE
N/A—32,720-32,720-100%$11.1M———
Hi-Line Capital Management, LLC
N/A—32,537-32,537-100%$11.1M———
Greenline Partners, LLC
N/A—31,667-31,667-100%$10.8M———
Vestcor Inc
N/A—31,666-31,666-100%$10.8K———
Sone Capital Management, LLC
N/A—30,674-30,674-100%$10.5M———
Philadelphia Financial Management of San Francisco, LLC
N/A—30,300-30,300-100%$10.3M———
Prudential Financial Inc
N/A—29,657-29,657-100%$10.1M———
Lighthouse Investment Partners, LLC
N/A—29,427-29,427-100%$10.0M———
Empowered Funds, LLC
N/A—28,891-28,891-100%$9.8M———
Summit Financial, LLC
N/A—28,845-28,845-100%$9.9M———
Gilder Gagnon Howe & Co LLC
N/A—28,595-28,595-100%$9.7M———
Fiduciary Trust Co
N/A—28,501-28,501-100%$9.7M———
Nomura Holdings Inc
N/A—28,192-28,192-100%$9.6M———
Dakota Wealth Management
N/A—27,932-27,932-100%$9.5M———
Pacer Advisors, Inc.
N/A—27,134-27,134-100%$9.2M———
L & S Advisors Inc
N/A—26,969-26,969-100%$9.2M———
Ilex Capital Partners (UK) LLP
N/A—26,722-26,722-100%$9.1M———
Investment Management Corp of Ontario
N/A—26,675-26,675-100%$9.1M———
Sequoia Financial Advisors, LLC
N/A—26,597-26,597-100%$9.1M———
Curi Capital, LLC
N/A—26,331-26,331-100%$9.0M———
New Age Alpha Advisors, LLC
N/A—25,979-25,979-100%$8.9M———
Trajan Wealth LLC
N/A—25,469-25,469-100%$8.7M———
Aptus Capital Advisors, LLC
N/A—24,844-24,844-100%$8.5M———
Bearing Point Capital, LLC
N/A—24,764-24,764-100%$8.4M———
Saudi Central Bank
N/A—24,475-24,475-100%$8.3M———
Crawford Investment Counsel Inc
N/A—24,425-24,425-100%$8.3M———
Siemens Fonds Invest GmbH
N/A—24,422-24,422-100%$8.3M———
Flputnam Investment Management Co
N/A—24,341-24,341-100%$8.3M———
KKM Financial LLC
N/A—24,254-24,254-100%$8.3M———
Integrated Wealth Concepts LLC
N/A—23,589-23,589-100%$8.0M———
Waverly Advisors, LLC
N/A—23,531-23,531-100%$8.0M———
SCS Capital Management LLC
N/A—23,309-23,309-100%$7.9M———
Man Group plc
N/A—23,182-23,182-100%$7.9M———
Kentucky Retirement Systems
N/A—23,074-23,074-100%$7.9M———
Worldquant Millennium Advisors LLC
N/A—23,024-23,024-100%$7.8M———
Omers Administration Corp
N/A—23,000-23,000-100%$7.8M———
Soros Fund Management LLC
N/A—22,890-22,890-100%$7.8M———
Fairview Capital Investment Management, LLC
N/A—22,730-22,730-100%$7.7M———
Spirepoint Private Client, LLC
N/A—22,473-22,473-100%$7.7M———
Norinchukin Bank, The
N/A—22,047-22,047-100%$7.5M———
Schonfeld Strategic Advisors LLC
N/A—21,926-21,926-100%$7.5M———
Composition Wealth, LLC
N/A—21,468-21,468-100%$7.3M———
Millennium Management LLC
N/A—21,381-21,381-100%$7.3M———
Banque Cantonale Vaudoise
N/A—21,301-21,301-100%$7.3M———
Bulldog Investors, LLPA
N/A—21,000-21,000-100%$7.2M———
Berger Financial Group, Inc
N/A—20,637-20,637-100%$7.0M———
Cvfg LLC
N/A—20,536-20,536-100%$7.0M———
Principal Securities, Inc.
N/A—20,512-20,512-100%$7.0M———
Jane Street Group, LLC
N/A—19,948-19,948-100%$6.8M———
SIG Brokerage, LP
N/A—19,751-19,751-100%$6.7M———
Gabelli Funds LLC
N/A—19,112-19,112-100%$6.5M———
Easterly Investment Partners LLC
N/A—19,000-19,000-100%$6.5M———
Private Advisor Group, LLC
N/A—18,966-18,966-100%$6.5M———
S&CO Inc
N/A—18,916-18,916-100%$6.4K———
Point72 Asset Management, L.P.
N/A—18,756-18,756-100%$6.4M———
Advisory Services Network, LLC
N/A—18,504-18,504-100%$6.3M———
New Vernon Investment Management LLC
N/A—18,432-18,432-100%$6.3M———
ArrowMark Colorado Holdings LLC
N/A—18,364-18,364-100%$6.3M———
Summit Trail Advisors, LLC
N/A—18,076-18,076-100%$6.2M———
Van Eck Associates Corp
N/A—17,805-17,805-100%$6.1M———
Concorde Financial Corp
N/A—17,772-17,772-100%$6.1M———
United Capital Financial Advisors, LLC
N/A—17,490-17,490-100%$6.0M———
Tulsa Wealth Advisors, Inc
N/A—17,385-17,385-100%$5.9M———
AR Asset Management Inc
N/A—17,285-17,285-100%$5.9M———
EP Wealth Advisors, LLC
N/A—17,017-17,017-100%$5.8M———
Castlefield Investment Partners LLP
N/A—16,797-16,797-100%$5.7M———
Northwest Bancshares, Inc.
N/A—16,397-16,397-100%$5.6M———
CI Investments Inc.
N/A—16,297-16,297-100%$5.6M———
Voleon Capital Management LP
N/A—16,043-16,043-100%$5.5M———
Focus Partners Advisor Solutions, LLC
N/A—15,973-15,973-100%$5.4M———
Rock Point Advisors, LLC
N/A—15,869-15,869-100%$5.4M———
Northwest & Ethical Investments L.P.
N/A—15,869-15,869-100%$5.4M———
Global Retirement Partners, LLC
N/A—15,304-15,304-100%$5.2M———
Stephens Inc
N/A—15,056-15,056-100%$5.1M———
Brown Brothers Harriman & Co
N/A—15,018-15,018-100%$5.1M———
Thomasville National Bank
N/A—14,896-14,896-100%$5.1M———
Texas Yale Capital Corp.
N/A—14,883-14,883-100%$5.1M———
Gamco Investors, Inc. ET AL
N/A—14,719-14,719-100%$5.0M———
Discovery Capital Management, LLC / CT
N/A—14,612-14,612-100%$5.0M———
Core Alternative Capital
N/A—14,256-14,256-100%$4.9M———
Winton Group Ltd
N/A—14,168-14,168-100%$4.8M———
Mufg Securities Emea plc
N/A—14,118-14,118-100%$4.8M———
Walleye Trading LLC
N/A—13,907-13,907-100%$4.7M———
Johnson Investment Counsel Inc
N/A—13,768-13,768-100%$4.7M———
Choate Investment Advisors
N/A—13,681-13,681-100%$4.7M———
Hutner Capital Management Inc
N/A—13,541-13,541-100%$4.6M———
Meiji Yasuda Asset Management Co Ltd.
N/A—13,541-13,541-100%$4.6M———
NewEdge Wealth, LLC
N/A—13,199-13,199-100%$4.5M———
Bleakley Financial Group, LLC
N/A—13,165-13,165-100%$4.5M———
Guardian Capital LP
N/A—12,996-12,996-100%$4.4M———
Westwood Holdings Group Inc
N/A—12,791-12,791-100%$4.4M———
Rothschild Investment LLC
N/A—12,781-12,781-100%$4.4M———
Vestmark Advisory Solutions, Inc.
N/A—12,614-12,614-100%$4.3M———
Callan Family Office, LLC
N/A—12,584-12,584-100%$4.3M———
Pallas Capital Advisors LLC
N/A—12,566-12,566-100%$4.3M———
Osmosis Investment Management UK Ltd
N/A—12,446-12,446-100%$4.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—12,435-12,435-100%$4.2M———
Equitable Holdings, Inc.
N/A—12,147-12,147-100%$4.1M———
Moneta Group Investment Advisors LLC
N/A—12,003-12,003-100%$4.1M———
Caprock Group, LLC
N/A—11,882-11,882-100%$4.1M———
First National Bank of Omaha
N/A—11,555-11,555-100%$3.9M———
Meeder Advisory Services, Inc.
N/A—11,474-11,474-100%$3.9M———
Logan Capital Management Inc
N/A—11,224-11,224-100%$3.8M———
Two Sigma Investments, LP
N/A—11,224-11,224-100%$3.8M———
Atlantic Union Bankshares Corp
N/A—11,079-11,079-100%$3.8M———
AE Wealth Management LLC
N/A—11,071-11,071-100%$3.8M———
Life Cycle Investment Partners Ltd
N/A—11,070-11,070-100%$3.8M———
Aigen Investment Management, LP
N/A—10,957-10,957-100%$3.7M———
Mufg Securities Americas Inc.
N/A—10,865-10,865-100%$3.7M———
Quantbot Technologies LP
N/A—10,763-10,763-100%$3.7M———
Roehl & Yi Investment Advisors, LLC
N/A—10,576-10,576-100%$168.9K———
Lombard Odier Asset Management (Switzerland) SA
N/A—10,572-10,572-100%$3.6M———
Envestnet Portfolio Solutions, Inc.
N/A—10,473-10,473-100%$3.6M———
GeoWealth Management, LLC
N/A—10,308-10,308-100%$3.5M———
Horizon Investment Services, LLC
N/A—10,248-10,248-100%$3.5M———
Twin Capital Management Inc
N/A—10,108-10,108-100%$3.4M———
Commerzbank Aktiengesellschaft
N/A—10,069-10,069-100%$3.4K———
First National Advisers, LLC
N/A—10,061-10,061-100%$3.4M———
Roundview Capital LLC
N/A—10,024-10,024-100%$3.4M———
Wealthspire Advisors, LLC
N/A—9,863-9,863-100%$3.4M———
Johnson Financial Group, Inc.
N/A—9,851-9,851-100%$3.4M———
Haverford Trust Co
N/A—9,849-9,849-100%$3.4M———
Winthrop Partners - WNY, LLC
N/A—9,817-9,817-100%$3.3M———
Atom Investors LP
N/A—9,602-9,602-100%$3.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—9,575-9,575-100%$3.3M———
Portland Global Advisors LLC
N/A—9,493-9,493-100%$3.2M———
Sivia Capital Partners, LLC
N/A—9,312-9,312-100%$3.2M———
GSA Capital Partners LLP
N/A—9,154-9,154-100%$3.1K———
Cary Street Partners Financial LLC
N/A—8,929-8,929-100%$3.0M———
GWN Securities Inc.
N/A—8,909-8,909-100%$3.0M———
Stratos Wealth Partners, Ltd.
N/A—8,769-8,769-100%$3.0M———
WealthShield Partners, LLC
N/A—8,730-8,730-100%$3.0M———
Alaethes Wealth, LLC
N/A—8,723-8,723-100%$3.0M———
South Dakota Investment Council
N/A—8,714-8,714-100%$3.0K———
Ameritas Investment Partners, Inc.
N/A—8,689-8,689-100%$3.0M———
Bull Harbor Capital LLC
N/A—8,663-8,663-100%$3.0M———
LOS Angeles Capital Management LLC
N/A—8,654-8,654-100%$2.9M———
Metis Global Partners, LLC
N/A—8,616-8,616-100%$2.9M———
Frec Markets, Inc.
N/A—8,571-8,571-100%$2.9M———
HM Payson & Co
N/A—8,308-8,308-100%$2.8M———
Douglass Winthrop Advisors, LLC
N/A—8,228-8,228-100%$2.8M———
Manning & Napier Advisors LLC
N/A—8,207-8,207-100%$2.8M———
Balyasny Asset Management L.P.
N/A—8,183-8,183-100%$2.8M———
Empire Financial Management Company, LLC
N/A—8,136-8,136-100%$2.8M———
T. Rowe Price Investment Management, Inc.
N/A—8,132-8,132-100%$2.8M———
SageGuard Financial Group, LLC
N/A—8,129-8,129-100%$2.8M———
OneDigital Investment Advisors LLC
N/A—8,054-8,054-100%$2.7M———
Coastal Bridge Advisors, LLC
N/A—8,045-8,045-100%$2.7M———
Brooks, Moore & Associates, Inc.
N/A—8,030-8,030-100%$2.7M———
Round Rock Advisors LLC
N/A—7,921-7,921-100%$2.7M———
Evolve Private Wealth, LLC
N/A—7,910-7,910-100%$2.7M———
Arkadios Wealth Advisors
N/A—7,893-7,893-100%$2.7M———
Ballentine Partners, LLC
N/A—7,885-7,885-100%$2.7M———
Capital Group Investment Management Pte. Ltd.
N/A—7,872-7,872-100%$2.7M———
FIL Ltd
N/A—7,871-7,871-100%$2.7M———
Transcend Capital Advisors, LLC
N/A—7,833-7,833-100%$2.7M———
Westpac Banking Corp
N/A—7,800-7,800-100%$2.7M———
Smartleaf Asset Management LLC
N/A—7,703-7,703-100%$2.6M———
Main Street Financial Solutions, LLC
N/A—7,474-7,474-100%$2.5M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—7,386-7,386-100%$2.5M———
Panagora Asset Management Inc
N/A—7,384-7,384-100%$2.5M———
NorthCoast Asset Management LLC
N/A—7,343-7,343-100%$2.5M———
Baldwin Investment Management, LLC
N/A—7,265-7,265-100%$2.5M———
Cumberland Partners Ltd
N/A—7,000-7,000-100%$2.4M———
Ostrum Asset Management
N/A—6,974-6,974-100%$2.4M———
Ossiam
N/A—6,817-6,817-100%$2.3M———
Summitry LLC
N/A—6,716-6,716-100%$2.3M———
Syon Capital LLC
N/A—6,668-6,668-100%$2.3M———
AXQ Capital, LP
N/A—6,589-6,589-100%$2.2M———
Trivium Point Advisory, LLC
N/A—6,530-6,530-100%$2.2M———
Modern Wealth Management, LLC
N/A—6,497-6,497-100%$2.2M———
McMillan Office, Inc.
N/A—6,486-6,486-100%$2.2M———
Mosaic Family Wealth Partners, LLC
N/A—6,420-6,420-100%$2.2M———
Mutual Advisors, LLC
N/A—6,416-6,416-100%$2.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,399-6,399-100%$2.2M———
AustralianSuper Pty Ltd
N/A—6,336-6,336-100%$2.2M———
RiverFront Investment Group, LLC
N/A—6,275-6,275-100%$2.1M———
Cunning Capital Partners, LP
N/A—6,229-6,229-100%$2.1K———
Resources Management Corp
N/A—6,205-6,205-100%$2.1M———
Fidelis Capital Partners, LLC
N/A—6,118-6,118-100%$2.1M———
TCW Group Inc
N/A—5,979-5,979-100%$2.0M———
Headlands Technologies LLC
N/A—5,961-5,961-100%$2.0M———
Faithward Advisors, LLC
N/A—5,821-5,821-100%$2.0M———
IHT Wealth Management, LLC
N/A—5,783-5,783-100%$2.0M———
Berkeley Capital Partners, LLC
N/A—5,724-5,724-100%$2.0M———
Game Plan Financial Advisors, LLC
N/A—5,624-5,624-100%$1.9M———
Bridges Investment Management Inc
N/A—5,601-5,601-100%$1.9M———
Snowden Capital Advisors LLC
N/A—5,601-5,601-100%$1.9M———
Waddell & Associates, LLC
N/A—5,596-5,596-100%$1.9M———
Field & Main Bank
N/A—5,587-5,587-100%$1.9M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—5,559-5,559-100%$1.9M———
Virtus Investment Advisers, LLC
N/A—5,554-5,554-100%$1.9M———
Essex Financial Services, Inc.
N/A—5,510-5,510-100%$1.9M———
Magnolia Capital Advisors LLC
N/A—5,442-5,442-100%$1.9M———
Dark Forest Capital Management LP
N/A—5,384-5,384-100%$1.8M———
Dorsey & Whitney Trust Co LLC
N/A—5,371-5,371-100%$1.8M———
Banque Transatlantique SA
N/A—5,358-5,358-100%$1.8M———
Independent Advisor Alliance
N/A—5,335-5,335-100%$1.8M———
Scotia Capital Inc.
N/A—5,315-5,315-100%$1.8M———
CSS LLC
N/A—5,300-5,300-100%$1.8M———
Sumitomo Life Insurance Co
N/A—5,296-5,296-100%$1.8M———
Susquehanna Portfolio Strategies, LLC
N/A—5,218-5,218-100%$1.8M———
CSM Advisors, LLC
N/A—5,189-5,189-100%$1.8M———
Kingsview Wealth Management, LLC
N/A—5,183-5,183-100%$1.8M———
Prosperity Consulting Group, LLC
N/A—5,182-5,182-100%$1.8M———
Opal Capital LLC
N/A—5,170-5,170-100%$1.8M———
Ellevest, Inc.
N/A—5,122-5,122-100%$1.7M———
Fi3 Financial Advisors, LLC
N/A—5,102-5,102-100%$845.6K———
Dockside LLC
N/A—5,094-5,094-100%$1.7M———
Legato Capital Management LLC
N/A—5,070-5,070-100%$1.7M———
Secured Retirement Advisors, LLC
N/A—5,033-5,033-100%$1.7M———
Northstar Group, Inc.
N/A—5,032-5,032-100%$1.7M———
Lionhunter Capital Management, LLC
N/A—5,000-5,000-100%$1.7M———
Webster Bank, N. A.
N/A—4,999-4,999-100%$1.7M———
Baader Bank Aktiengesellschaft
N/A—4,941-4,941-100%$1.7M———
Insigneo Advisory Services, LLC
N/A—4,924-4,924-100%$1.7M———
Proficio Capital Partners LLC
N/A—4,919-4,919-100%$1.7M———
BTG Pactual Asset Management US LLC
N/A—4,863-4,863-100%$1.7M———
Dividend Assets Capital, LLC
N/A—4,851-4,851-100%$1.7M———
Aster Capital Management (Difc) Ltd
N/A—4,847-4,847-100%$1.7M———
Tower Research Capital LLC (TRC)
N/A—4,724-4,724-100%$1.6M———
Chilton Investment Co Inc.
N/A—4,703-4,703-100%$1.6M———
Gateway Wealth Partners, LLC
N/A—4,695-4,695-100%$1.6M———
Stonebrook Private Inc.
N/A—4,695-4,695-100%$1.6M———
Ark Wealth Advisors LLC
N/A—4,663-4,663-100%$1.6M———
Minot DeBlois Advisors LLC
N/A—4,636-4,636-100%$1.6M———
Westerkirk Capital Inc.
N/A—4,600-4,600-100%$1.6M———
Caerus Investment Advisors, LLC
N/A—4,575-4,575-100%$1.6M———
Centaurus Financial, Inc.
N/A—4,554-4,554-100%$1.6M———
DF Dent & Co Inc
N/A—4,520-4,520-100%$1.5M———
Savvy Advisors, Inc.
N/A—4,511-4,511-100%$1.5M———
Ceeto Capital Group, LLC
N/A—4,500-4,500-100%$1.5M———
Berry Wealth Group, LP
N/A—4,455-4,455-100%$1.5M———
Disciplined Investors, L.L.C.
N/A—4,325-4,325-100%$1.5M———
Abbot Financial Management, Inc.
N/A—4,232-4,232-100%$1.4M———
Foster & Motley Inc
N/A—4,231-4,231-100%$1.4K———
Fiduciary Group, LLC
N/A—4,184-4,184-100%$1.4M———
Venturi Wealth Management, LLC
N/A—4,141-4,141-100%$1.4M———
Capital Group Private Client Services, Inc.
N/A—4,137-4,137-100%$1.4M———
BFC Planning, Inc.
N/A—4,130-4,130-100%$1.4M———
Stamos Capital Partners, L.P.
N/A—4,090-4,090-100%$1.4M———
One Wealth Advisors, LLC
N/A—4,055-4,055-100%$1.4M———
Tiaa Wealth Investment Management LLC
N/A—3,953-3,953-100%$1.3M———
Xcelsior Advisor Partners LLC
N/A—3,936-3,936-100%$1.3M———
Hartford Funds Management Co LLC
N/A—3,918-3,918-100%$1.3M———
Lansing Street Advisors
N/A—3,888-3,888-100%$1.3M———
Fairtree Asset Management (Pty) Ltd
N/A—3,880-3,880-100%$1.3M———
Stock Yards Bank & Trust Co
N/A—3,795-3,795-100%$1.3M———
Advisors Asset Management, Inc.
N/A—3,722-3,722-100%$1.3M———
Financial Engines Advisors L.L.C.
N/A—3,717-3,717-100%$1.3M———
TRB Wealth Management, LLC
N/A—3,715-3,715-100%$1.3M———
X-Square Capital, LLC
N/A—3,714-3,714-100%$1.3K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,650-3,650-100%$1.2M———
Catalyst Funds Management Pty Ltd
N/A—3,641-3,641-100%$1.2M———
Spinnaker Trust
N/A—3,632-3,632-100%$1.2M———
RiverPark Advisors, LLC
N/A—3,528-3,528-100%$1.2M———
Jackson Thornton Wealth Management, LLC
N/A—3,492-3,492-100%$1.2M———
Atlas Legacy Advisors, LLC
N/A—3,479-3,479-100%$1.2M———
American Trust Investment Advisors, LLC
N/A—3,386-3,386-100%$1.2M———
Lcnb Corp
N/A—3,378-3,378-100%$1.2M———
Stonebridge Capital Management Inc
N/A—3,367-3,367-100%$1.1M———
Checchi Capital Advisers, LLC
N/A—3,366-3,366-100%$1.1M———
Edmond de Rothschild Holding S.A.
N/A—3,275-3,275-100%$1.1M———
Keel Point, LLC
N/A—3,265-3,265-100%$1.1M———
SageView Advisory Group, LLC
N/A—3,249-3,249-100%$1.1M———
Resurgent Financial Advisors LLC
N/A—3,220-3,220-100%$1.1M———
Knightsbridge Asset Management, LLC
N/A—3,217-3,217-100%$1.1M———
Advisory Alpha, LLC
N/A—3,200-3,200-100%$1.1M———
Pure Financial Advisors, LLC
N/A—3,118-3,118-100%$1.1M———
Meridian Wealth Advisors, LLC
N/A—3,098-3,098-100%$1.1M———
Castlekeep Investment Advisors LLC
N/A—3,078-3,078-100%$1.0M———
Advyzon Investment Management, LLC
N/A—3,070-3,070-100%$1.0M———
CIM Investment Management Inc
N/A—3,054-3,054-100%$1.0M———
Hilltop Holdings Inc.
N/A—3,050-3,050-100%$1.0M———
One Capital Management, LLC
N/A—3,042-3,042-100%$991.7K———
Denali Advisors LLC
N/A—3,000-3,000-100%$1.0M———
LRI Investments, LLC
N/A—2,994-2,994-100%$1.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,957-2,957-100%$1.0M———
Simmons Bank
N/A—2,947-2,947-100%$1.0M———
Cascade Financial Partners, LLC
N/A—2,928-2,928-100%$997.7K———
Qtron Investments LLC
N/A—2,871-2,871-100%$978.3K———
Viawealth, LLC
N/A—2,870-2,870-100%$977.9K———
1ST Source Bank
N/A—2,855-2,855-100%$972.8K———
Rothschild Wealth LLC
N/A—2,800-2,800-100%$954.1K———
44 Wealth Management LLC
N/A—2,755-2,755-100%$938.8K———
Waterloo Capital, L.P.
N/A—2,719-2,719-100%$926.6K———
Transamerica Financial Advisors, LLC
N/A—2,687-2,687-100%$916.5K———
Cambria Investment Management, L.P.
N/A—2,609-2,609-100%$889.0K———
Dempze Nancy E
N/A—2,600-2,600-100%$885.9K———
Icon Wealth Advisors, LLC
N/A—2,592-2,592-100%$883.2K———
Sagewood Asset Management LP
N/A—2,589-2,589-100%$882.2K———
1776 Wealth LLC
N/A—2,584-2,584-100%$880.6K———
Kera Capital Partners, Inc.
N/A—2,510-2,510-100%$855.3K———
AssuredPartners Investment Advisors, LLC
N/A—2,510-2,510-100%$855.4K———
Bannerstone Capital Management, LLC
N/A—2,508-2,508-100%$854.7K———
PFG Investments, LLC
N/A—2,502-2,502-100%$852.4K———
Knollwood Investment Advisory, LLC
N/A—2,500-2,500-100%$851.9K———
Monetary Management Group Inc
N/A—2,495-2,495-100%$850.1K———
Mairs & Power Inc
N/A—2,456-2,456-100%$836.9K———
Destination Wealth Management
N/A—2,447-2,447-100%$833.8K———
Coign Capital Advisors LLC
N/A—2,425-2,425-100%$826.4K———
Headinvest, LLC
N/A—2,419-2,419-100%$824.3K———
Foundations Investment Advisors, LLC
N/A—2,375-2,375-100%$809.3K———
Rehmann Capital Advisory Group
N/A—2,372-2,372-100%$808.4K———
Walter & Keenan Wealth Management LLC
N/A—2,324-2,324-100%$791.9K———
Covington Investment Advisors Inc.
N/A—2,284-2,284-100%$778———
Wick Capital Partners, LLC
N/A—2,257-2,257-100%$769.1K———
Sandy Cove Advisors, LLC
N/A—2,180-2,180-100%$742.9K———
Nicolet Bankshares Inc
N/A—2,175-2,175-100%$762.3K———
Ironwood Investment Counsel, LLC
N/A—2,172-2,172-100%$740.1K———
PCM Encore, LLC
N/A—2,133-2,133-100%$726.9K———
Family Manage LLC
N/A—2,129-2,129-100%$725.4K———
Graybill Wealth Management, Ltd.
N/A—2,110-2,110-100%$719.0K———
Somerville Kurt F
N/A—2,100-2,100-100%$715.6K———
FLC Capital Advisors
N/A—2,091-2,091-100%$712.5K———
Strategic Financial Services, Inc.
N/A—2,087-2,087-100%$711.1K———
National Philanthropic Trust
N/A—2,087-2,087-100%$711.1K———
Continuum Advisory, LLC
N/A—2,086-2,086-100%$710.8K———
Regal Investment Advisors LLC
N/A—2,085-2,085-100%$710.5K———
Liberty Square Wealth Partners LLC
N/A—2,079-2,079-100%$708.4K———
Sound View Wealth Advisors Group, LLC
N/A—2,069-2,069-100%$705.0K———
American Trust
N/A—2,066-2,066-100%$704.0K———
MidFirst Bank
N/A—2,055-2,055-100%$700.2K———
Bolthouse Investments, LLC
N/A—2,050-2,050-100%$698.5K———
L2 Asset Management, LLC
N/A—2,046-2,046-100%$697.2K———
Boston Family Office LLC
N/A—2,035-2,035-100%$693———
Ausdal Financial Partners, Inc.
N/A—2,022-2,022-100%$688.8K———
Shelton Capital Management
N/A—1,991-1,991-100%$678.4K———
Hancock Whitney Corp
N/A—1,989-1,989-100%$677.7K———
Kovack Advisors, Inc.
N/A—1,958-1,958-100%$673.9K———
Vantage Point Financial LLC
N/A—1,955-1,955-100%$666.1K———
Private Wealth Asset Management, LLC
N/A—1,949-1,949-100%$664.0K———
Miller Capital Partners, Inc.
N/A—1,911-1,911-100%$651.2K———
Everpar Advisors LLC
N/A—1,910-1,910-100%$650.8K———
Atlanta Consulting Group Advisors, LLC
N/A—1,818-1,818-100%$619.5K———
Cary Street Partners Investment Advisory LLC
N/A—1,792-1,792-100%$610.6K———
Mayflower Financial Advisors, LLC
N/A—1,776-1,776-100%$605.2K———
Tandem Wealth Advisors LLC
N/A—1,750-1,750-100%$596.3K———
Prestige Wealth Management Group LLC
N/A—1,743-1,743-100%$595.7K———
Phillips Wealth Planners LLC
N/A—1,724-1,724-100%$619.4K———
Ameritas Advisory Services, LLC
N/A—1,699-1,699-100%$578.8K———
Okabena Investment Services Inc
N/A—1,696-1,696-100%$577.9K———
Gladstone Institutional Advisory LLC
N/A—1,695-1,695-100%$577.6K———
South Plains Financial, Inc.
N/A—1,655-1,655-100%$563.9K———
Strategic Wealth Partners, Ltd.
N/A—1,632-1,632-100%$556.2K———
Pgim Custom Harvest LLC
N/A—1,631-1,631-100%$555.9K———
Edgestream Partners, L.P.
N/A—1,623-1,623-100%$553.0K———
Empower Advisory Group, LLC
N/A—1,618-1,618-100%$551.3K———
Patron Partners, LLC
N/A—1,596-1,596-100%$543.8K———
Flatrock Wealth Partners LLC
N/A—1,596-1,596-100%$545.2K———
Aspire Growth Partners LLC
N/A—1,589-1,589-100%$541.3K———
Zhang Financial LLC
N/A—1,586-1,586-100%$540.4K———
Quotient Wealth Partners, LLC
N/A—1,573-1,573-100%$536.1K———
Bridgewater Advisors Inc.
N/A—1,560-1,560-100%$533.5K———
Heron Bay Capital Management
N/A—1,545-1,545-100%$526.4K———
Defiance ETFs, LLC
N/A—1,544-1,544-100%$543.1K———
Vermillion & White Wealth Management Group, LLC
N/A—1,540-1,540-100%$524.7K———
OneAscent Financial Services LLC
N/A—1,534-1,534-100%$522.6K———
OneAscent Wealth Management LLC
N/A—1,533-1,533-100%$522.4K———
BSW Wealth Partners
N/A—1,528-1,528-100%$520.5K———
Broyhill Asset Management, LLC
N/A—1,523-1,523-100%$518.9K———
Evernest Financial Advisors, LLC
N/A—1,518-1,518-100%$517.1K———
Roberts Glore & Co Inc
N/A—1,503-1,503-100%$512.1K———
LeClair Wealth Partners LLC
N/A—1,486-1,486-100%$506.3K———
Ethos Financial Group, LLC
N/A—1,481-1,481-100%$536.0K———
Steigerwald, Gordon & Koch Inc.
N/A—1,480-1,480-100%$504.3K———
Astoria Portfolio Advisors Llc.
N/A—1,472-1,472-100%$501.4K———
Pointe Capital Management LLC
N/A—1,459-1,459-100%$497.1K———
Sfmg, LLC
N/A—1,431-1,431-100%$487.4K———
IFC Advisors LLC
N/A—1,419-1,419-100%$483.5K———
First Western Trust Bank
N/A—1,419-1,419-100%$483.5K———
MJP Associates Inc
N/A—1,404-1,404-100%$478.5K———
Crux Wealth Advisors
N/A—1,374-1,374-100%$468.0K———
Peak Planning Group, LLC
N/A—1,368-1,368-100%$466.2K———
Kintra Wealth, LLC
N/A—1,359-1,359-100%$468.3K———
Bollard Group LLC
N/A—1,347-1,347-100%$459———
Tyche Wealth Partners LLC
N/A—1,332-1,332-100%$454.0K———
LMR Partners LLP
N/A—1,323-1,323-100%$450.8K———
Paces Ferry Wealth Advisors, LLC
N/A—1,320-1,320-100%$449.8K———
E Fund Management Co., Ltd.
N/A—1,296-1,296-100%$441.6K———
Strategic Investment Advisors / MI
N/A—1,291-1,291-100%$439.7K———
Zacks Investment Management
N/A—1,284-1,284-100%$437.8K———
Odyssean, LLC
N/A—1,280-1,280-100%$436.1K———
Boothbay Fund Management, LLC
N/A—1,277-1,277-100%$435.1K———
Proffitt & Goodson Inc
N/A—1,275-1,275-100%$434.4K———
Hemenway Trust Co LLC
N/A—1,260-1,260-100%$429.3K———
Private Capital Management, LLC
N/A—1,257-1,257-100%$428.3K———
Elgethun Capital Management
N/A—1,257-1,257-100%$428.3K———
Campbell & Co Investment Adviser LLC
N/A—1,253-1,253-100%$426.9K———
Capital Analysts, LLC
N/A—1,233-1,233-100%$420———
Tower Bridge Advisors
N/A—1,228-1,228-100%$418.4K———
Naviter Wealth, LLC
N/A—1,222-1,222-100%$417.6K———
CVA Family Office, LLC
N/A—1,218-1,218-100%$415.0K———
Innovative Asset Advisors Group, LLC
N/A—1,202-1,202-100%$410.7K———
BlackDiamond Wealth Management, LLC
N/A—1,198-1,198-100%$417.3K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,194-1,194-100%$406.8K———
Fukoku Mutual Life Insurance Co
N/A—1,192-1,192-100%$406.2K———
Broadwater Capital Management LLC
N/A—1,190-1,190-100%$405.5K———
Sharp Wealth Advisory, LLC
N/A—1,182-1,182-100%$402.8K———
Hexagon Capital Partners LLC
N/A—1,173-1,173-100%$399.7K———
Farmers National Bank
N/A—1,171-1,171-100%$399.0K———
Saturna Capital Corp
N/A—1,170-1,170-100%$406.7K———
Founders Financial Alliance, LLC
N/A—1,169-1,169-100%$398.1K———
BW Gestao de Investimentos Ltda.
N/A—1,146-1,146-100%$390.5K———
Vanguard National Trust Co
N/A—1,146-1,146-100%$390.5K———
Intellectus Partners, LLC
N/A—1,144-1,144-100%$390.7K———
FAS Wealth Partners, Inc.
N/A—1,143-1,143-100%$389.3K———
First American Trust, FSB
N/A—1,133-1,133-100%$386.1K———
Guardian Wealth Advisors, LLC / NC
N/A—1,125-1,125-100%$383.3K———
Lifeworks Advisors, LLC
N/A—1,123-1,123-100%$382.7K———
Reliant Investment Partners, LLC
N/A—1,120-1,120-100%$381.6K———
Sargent Investment Group, LLC
N/A—1,115-1,115-100%$379.9K———
LaSalle St. Investment Advisors, LLC
N/A—1,109-1,109-100%$378.0K———
Brookwood Investment Group LLC
N/A—1,089-1,089-100%$370.9K———
Moment Partners, LLC
N/A—1,081-1,081-100%$368.4K———
ING Groep NV
N/A—1,080-1,080-100%$368.0K———
Fielder Capital Group LLC
N/A—1,079-1,079-100%$367.6K———
Valtrion Capital Management, LLC
N/A—1,065-1,065-100%$363.0K———
Earnest Partners LLC
N/A—1,059-1,059-100%$360.8K———
Wealth Management Associates, Inc.
N/A—1,055-1,055-100%$359.5K———
Westfuller Advisors, LLC
N/A—1,049-1,049-100%$358.1K———
CreativeOne Wealth, LLC
N/A—1,048-1,048-100%$357.1K———
Stratos Investment Management, LLC
N/A—1,039-1,039-100%$354.0K———
VeraBank, N.A.
N/A—1,039-1,039-100%$354.0K———
Ponta Wealth Partners, LLC
N/A—1,035-1,035-100%$352.7K———
Sunflower Bank, N.A.
N/A—1,028-1,028-100%$350.3K———
Thompson David Blair
N/A—1,016-1,016-100%$346.2K———
Wealth Alliance, LLC
N/A—1,015-1,015-100%$346.0K———
NorthRock Partners, LLC
N/A—1,015-1,015-100%$345.7K———
RBF Capital, LLC
N/A—1,000-1,000-100%$340.7K———
Keystone Financial Group
N/A—997-997-100%$339.8K———
Hyperion Capital Advisors LP
N/A—995-995-100%$339.0K———
Quarry LP
N/A—984-984-100%$335.3K———
Cyber Hornet ETFs LLC
N/A—982-982-100%$334.6K———
Alteri Wealth LLC
N/A—970-970-100%$330.6K———
GTS Securities LLC
N/A—959-959-100%$326.8K———
Somerset Group LLC
N/A—954-954-100%$331.8K———
Sompo Asset Management Co., Ltd.
N/A—940-940-100%$320.3K———
RB Capital Management, LLC
N/A—920-920-100%$313.3K———
JT Stratford LLC
N/A—910-910-100%$310.1K———
Dover Advisors, LLC
N/A—909-909-100%$284.6K———
OneAscent Investment Solutions LLC
N/A—905-905-100%$308.4K———
Southeast Asset Advisors, LLC
N/A—901-901-100%$307.0K———
New Republic Capital, LLC
N/A—897-897-100%$306.5K———
Wayfinding Financial, LLC
N/A—895-895-100%$306.0K———
Bluespring Wealth Management, LLC
N/A—894-894-100%$304.6K———
Basecamp Wealth Advisors LLC
N/A—893-893-100%$304.3K———
OneAscent Family Office, LLC
N/A—892-892-100%$303.9K———
Northeast Planning Associates, Inc. / NH /
N/A—889-889-100%$302.9K———
Aviso Financial Inc.
N/A—882-882-100%$300.5K———
Hudson Bay Capital Management LP
N/A—880-880-100%$299.9K———
Beck Mack & Oliver LLC
N/A—878-878-100%$299.2K———
Requisite Capital Management, LLC
N/A—870-870-100%$297.3K———
Spartan Wealth Advisory Services LLC
N/A—863-863-100%$294.2K———
Calydon Capital
N/A—860-860-100%$293.0K———
Capital Investment Management, Inc.
N/A—856-856-100%$291.7K———
First Foundation Advisors
N/A—852-852-100%$290.3K———
AlphaGrep UK Ltd
N/A—844-844-100%$287.6K———
Walsky Investment Management, Inc.
N/A—842-842-100%$286.9K———
Fairfield, Bush & Co.
N/A—830-830-100%$282.8K———
Drucker Wealth 3.0, LLC
N/A—828-828-100%$282.3K———
Renaissance Group LLC
N/A—827-827-100%$281.8K———
Rodgers Brothers Inc.
N/A—823-823-100%$280.4K———
Voya Financial Advisors, Inc.
N/A—810-810-100%$278.1K———
Prostatis Group LLC
N/A—808-808-100%$275.3K———
Clark Estates Inc
N/A—800-800-100%$272.6K———
Westbourne Investments, Inc.
N/A—800-800-100%$272.6K———
Bragg Financial Advisors, Inc
N/A—795-795-100%$270.9K———
Vantus Wealth LLC
N/A—790-790-100%$269.2K———
Omnia Family Wealth, LLC
N/A—786-786-100%$268.0K———
Iron Gate Global Advisors LLC
N/A—781-781-100%$266.1K———
Marble Wealth, LLC
N/A—779-779-100%$265.4K———
Khazanah Nasional Berhad
N/A—771-771-100%$262.7K———
Credit Industriel ET Commercial
N/A—769-769-100%$262.0K———
Alexander Labrunerie & Co., Inc.
N/A—761-761-100%$259.3K———
Medallion Wealth Advisors, LLC
N/A—760-760-100%$259.0K———
EWA, LLC
N/A—757-757-100%$257.9K———
GW&K Investment Management, LLC
N/A—754-754-100%$257———
Avalon Trust Co
N/A—753-753-100%$256.6K———
Ancora Advisors LLCA
N/A—741-741-100%$252.5K———
Godshalk Welsh Capital Management, Inc.
N/A—740-740-100%$252.1K———
Fiduciary Financial Advisors
N/A—737-737-100%$249.8K———
Charter Research & Investment Group, Inc.
N/A—735-735-100%$250.4K———
Clifford Group, LLC
N/A—725-725-100%$247.0K———
Dodge & COX
N/A—722-722-100%$246.0K———
Cura Wealth Advisors, LLC
N/A—719-719-100%$245.0K———
Stokes Family Office, LLC
N/A—716-716-100%$244.0K———
Mosaic Financial Group, LLC
N/A—716-716-100%$244———
Meadowbrook Advisors Group, LLC
N/A—715-715-100%$243.6K———
FJ Capital Management LLC
N/A—712-712-100%$242.6K———
US Asset Management LLC
N/A—708-708-100%$241.2K———
Chancellor Financial Group WB LP
N/A—695-695-100%$236.8K———
Fullerton Fund Management Co Ltd.
N/A—691-691-100%$235.5K———
Schulhoff & Co Inc
N/A—672-672-100%$229.0K———
McGowan Group Asset Management, Inc.
N/A—670-670-100%$228.2K———
Townsquare Capital LLC
N/A—666-666-100%$227.0K———
Inspire Advisors, LLC
N/A—666-666-100%$227.9K———
Granite Harbor Advisors, Inc.
N/A—661-661-100%$225.2K———
Snowwater Investment Partners, LLC
N/A—660-660-100%$225.5K———
Delta Asset Management LLC
N/A—657-657-100%$223.9K———
Tiemann Investment Advisors, LLC
N/A—655-655-100%$223.2K———
Osborne Partners Capital Management, LLC
N/A—653-653-100%$222.5K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—649-649-100%$221.8K———
Tradition Wealth Management, LLC
N/A—649-649-100%$221.2K———
Beto Financial Group, LLC
N/A—647-647-100%$228.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—646-646-100%$220.1K———
Stonebridge Financial Group, LLC / MO
N/A—642-642-100%$218.9K———
Perennial Investment Advisors, LLC
N/A—634-634-100%$216.0K———
Seeds Investor LLC
N/A—626-626-100%$213.4K———
Trustmark Bank Trust Department
N/A—625-625-100%$213.0K———
Van Diest Capital, LLC
N/A—617-617-100%$210.2K———
Westshore Wealth, LLC
N/A—610-610-100%$207.9K———
Colonial Trust Co / SC
N/A—608-608-100%$207.3K———
Summit Wealth & Retirement Planning, Inc.
N/A—605-605-100%$206.1K———
Broadleaf Partners, LLC
N/A—601-601-100%$204.8K———
Ameriflex Group, Inc.
N/A—600-600-100%$204.6K———
CTC Alternative Strategies, Ltd.
N/A—600-600-100%$204.4K———
Adalta Capital Management LLC
N/A—600-600-100%$205.1K———
CoreFirst Bank & Trust
N/A—599-599-100%$204.1K———
Kensington Investment Counsel, LLC
N/A—597-597-100%$203.4K———
Boston Research & Management Inc
N/A—590-590-100%$201.0K———
Aventura Private Wealth, LLC
N/A—588-588-100%$200.4K———
Rexford Capital Inc
N/A—583-583-100%$198.7K———
UP Strategic Wealth Investment Advisors LLC
N/A—576-576-100%$203.1K———
USA Financial Formulas
N/A—539-539-100%$183.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—519-519-100%$176.8K———
Prosperity Bancshares Inc
N/A—471-471-100%$160.5K———
Bravera Wealth
N/A—456-456-100%$155.4K———
Bruce G. Allen Investments, LLC
N/A—456-456-100%$155.4K———
1015 Capital Partners, LLC
N/A—451-451-100%$153.7K———
Anchor Investment Management, LLC
N/A—431-431-100%$146.8K———
Strategic Investment Solutions, Inc.
N/A—400-400-100%$136.3K———
Measured Wealth Private Client Group, LLC
N/A—383-383-100%$130.5K———
EFG International AG
N/A—378-378-100%$128.8K———
Lavaca Capital LLC
N/A—372-372-100%$126.8K———
Mark Sheptoff Financial Planning, LLC
N/A—361-361-100%$123.0K———
Keating Financial Advisory Services, Inc.
N/A—306-306-100%$104.3K———
Walleye Capital LLC
N/A—294-294-100%$100.2K———
Regatta Research & Money Management
N/A—250-250-100%$84.6K———
Crews Bank & Trust
N/A—248-248-100%$84.5K———
SHP Wealth Management
N/A—244-244-100%$83.1K———
Purpose Unlimited Inc.
N/A—234-234-100%$79.7K———
Front Row Advisors LLC
N/A—220-220-100%$76.4K———
Synergy Investment Management, LLC
N/A—219-219-100%$78.9K———
Coppell Advisory Solutions LLC
N/A—219-219-100%$279.9K———
Truvestments Capital LLC
N/A—218-218-100%$74.2K———
Tiaa Trust, National Association
N/A—213-213-100%$72.6K———
JPL Wealth Management, LLC
N/A—211-211-100%$71.9K———
HHM Wealth Advisors, LLC
N/A—210-210-100%$71.4K———
Bogart Wealth, LLC
N/A—208-208-100%$70.9K———
FWL Investment Management, LLC
N/A—205-205-100%$69.9K———
Sachetta, LLC
N/A—200-200-100%$68.2K———
Loomis Sayles & Co L P
N/A—198-198-100%$67.5K———
ESL Trust Services, LLC
N/A—180-180-100%$61.3K———
Operose Advisors LLC
N/A—178-178-100%$60.7K———
Imprint Wealth LLC
N/A—176-176-100%$60.0K———
Ogorek Anthony Joseph
N/A—173-173-100%$58———
Capula Management Ltd
N/A—168-168-100%$57.2K———
Financial Life Planners
N/A—158-158-100%$54.0K———
Kemnay Advisory Services Inc.
N/A—148-148-100%$50.4K———
Millstone Evans Group, LLC
N/A—140-140-100%$47.7K———
1248 Management, LLC
N/A—137-137-100%$46.8K———
Security National Bank of SO DAK
N/A—134-134-100%$45.7K———
Providence Capital Advisors, LLC
N/A—131-131-100%$44.6K———
Kilter Group LLC
N/A—120-120-100%$40.9K———
IMA Advisory Services, Inc.
N/A—117-117-100%$40.0K———
Vision Retirement, LLC
N/A—115-115-100%$39.2K———
SOA Wealth Advisors, Llc.
N/A—112-112-100%$38.2K———
Meeder Asset Management Inc
N/A—112-112-100%$38.2K———
Hollencrest Capital Management
N/A—110-110-100%$37.5K———
Navera Investment Management Ltd.
N/A—108-108-100%$36.8K———
Crewe Advisors LLC
N/A—107-107-100%$36.5K———
Kerr Financial Planning Corp
N/A—103-103-100%$34.8K———
Silicon Valley Capital Partners
N/A—98-98-100%$33.3K———
Aberdeen Wealth Management LLC
N/A—96-96-100%$32.7K———
Nova Wealth Management, Inc.
N/A—85-85-100%$29.0K———
Frazier Financial Advisors, LLC
N/A—82-82-100%$27.9K———
Cornerstone Financial Management LLC
N/A—79-79-100%$26.9K———
Parvin Asset Management, LLC
N/A—75-75-100%$25.6K———
Dunhill Financial, LLC
N/A—73-73-100%$25.0K———
Raffa Wealth Management, LLC
N/A—70-70-100%$23.9K———
BOK Financial Private Wealth, Inc.
N/A—68-68-100%$23.2K———
Marshall Investment Management, LLC
N/A—65-65-100%$22.2K———
Atomic Invest LLC
N/A—62-62-100%$21.4K———
Tripletail Wealth Management, LLC
N/A—60-60-100%$21.7K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—55-55-100%$18.7K———
Glen Eagle Advisors, LLC
N/A—51-51-100%$17.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—50-50-100%$17.0K———
Copia Wealth Management
N/A—50-50-100%$17.0K———
Ankerstar Wealth, LLC
N/A—50-50-100%$17.1K———
Colonial Trust Advisors
N/A—50-50-100%$17.0K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—49-49-100%$16.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—43-43-100%$14.7K———
Allied Private Wealth LLC
N/A—43-43-100%$15.4K———
Napier Financial, LLC
N/A—43-43-100%$14.7K———
Hurricane Capital Advisors LLC
N/A—39-39-100%$13.3K———
Rialto Wealth Management, LLC
N/A—37-37-100%$12.6K———
Penserra Capital Management LLC
N/A—33-33-100%$11———
Clal Insurance Enterprises Holdings Ltd
N/A—31-31-100%$11———
Seneschal Advisors, LLC
N/A—29-29-100%$9.9K———
HFM Investment Advisors, LLC
N/A—27-27-100%$9.2K———
S&T Bank
N/A—27-27-100%$9.2K———
Boreal Capital Management LLC
N/A—27-27-100%$9.2K———
Harborfront Financial Group LLC
N/A—23-23-100%$7.9K———
Financial Gravity Companies, Inc.
N/A—22-22-100%$7.5K———
Mpwm Advisory Solutions, LLC
N/A—20-20-100%$6.8K———
PIN OAK Investment Advisors Inc
N/A—20-20-100%$7———
Riverview Trust Co
N/A—19-19-100%$6.5K———
Three Bearings Fiduciary Advisors, Inc.
N/A—15-15-100%$5.1K———
Elequin Capital, LP
N/A—14-14-100%$4.8K———
Intesa Sanpaolo S.p.A.
N/A—14-14-100%$4.8K———
Fourth Dimension Wealth, LLC
N/A—11-11-100%$3.7K———
Raelipskie Partnership
N/A—10-10-100%$3.4K———
Chesapeake Asset Management LLC
N/A—10-10-100%$3.4K———
Cbiz Investment Advisory Services, LLC
N/A—9-9-100%$2.9K———
Oakmont Advisory Group, LLC
N/A—8-8-100%$2.7K———
WealthCollab, LLC
N/A—7-7-100%$2.4K———
Luminist Capital LLC
N/A—6-6-100%$2.0K———
Godfrey Financial Associates, Inc.
N/A—6-6-100%$2.0K———
TD Capital Management LLC
N/A—6-6-100%$2.1K———
Basepoint Wealth LLC
N/A—4-4-100%$1.4K———
Benson Wealth Management Inc
N/A—4-4-100%$1.4K———
Peak6 LLC
N/A—3-3-100%$920———
Parallax Volatility Advisers, L.P.
N/A—3-3-100%$1.0K———
Showing 2253 of 2253 institutions