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Asml Holding N V (ASML)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,160,656 from 1,096,493
Change+64,163 (+6%)
Value$2.1B (-$78.2M)
Filed 2026-11-04
Regents of the University of California
UNCHANGED
Shares351,282 from 351,282
Change0 (0%)
Value$636.4M (-$62.4M)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares290,026 from 293,140
Change-3,114 (-1%)
Value$525.4M (-$57.8M)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares212,346 from 326,342
Change-113,996 (-35%)
Value$384.7M (-$264.5M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares172,139 from 174,036
Change-1,897 (-1%)
Value$311.9M (-$34.4M)
Filed 2026-11-03
Hyperion Asset Management Ltd
INCREASED
Shares150,408 from 137,309
Change+13,099 (+10%)
Value$272.5M (-$678.4K)
Filed 2026-10-20
GF Fund Management Co. Ltd.
DECREASED
Shares98,132 from 107,010
Change-8,878 (-8%)
Value$177.8M (-$35.1M)
Filed 2026-10-26
ProShare Advisors LLC
INCREASED
Shares92,161 from 86,972
Change+5,189 (+6%)
Value$167.0M (-$6.1M)
Filed 2026-10-29
Congress Asset Management Co
INCREASED
Shares89,548 from 88,265
Change+1,283 (+1%)
Value$162.2M (-$13.4M)
Filed 2026-10-06
Keybank National Association
INCREASED
Shares75,982 from 73,293
Change+2,689 (+4%)
Value$137.7M (-$8.2M)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares74,046 from 64,926
Change+9,120 (+14%)
Value$134.1M (+$5.0M)
Filed 2026-10-23
Allen Investment Management, LLC
INCREASED
Shares66,785 from 65,485
Change+1,300 (+2%)
Value$121.0M (-$9.3M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares65,826 from 59,795
Change+6,031 (+10%)
Value$119.3M (+$296.7K)
Filed 2026-11-02
Chicago Capital, LLC
DECREASED
Shares63,727 from 63,881
Change-154 (0%)
Value$115.5M (-$11.6M)
Filed 2026-10-13
Principal Financial Group Inc
INCREASED
Shares62,580 from 59,642
Change+2,938 (+5%)
Value$113.4M (-$5.3M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares62,031 from 52,796
Change+9,235 (+17%)
Value$112.4M (+$7.3M)
Filed 2026-11-04
FengHe Fund Management Pte. Ltd.
NEW
Shares61,775
Change+61,775
Value$111.9M
Filed 2026-11-02
Saratoga Research & Investment Management
DECREASED
Shares57,426 from 59,510
Change-2,084 (-3%)
Value$104.0M (-$14.4M)
Filed 2026-10-16
Factory Mutual Insurance Co
DECREASED
Shares56,441 from 56,491
Change-50 (0%)
Value$102.3M (-$10.1M)
Filed 2026-10-30
Country Trust Bank
INCREASED
Shares55,889 from 50,520
Change+5,369 (+11%)
Value$101.3M (+$745.9K)
Filed 2026-10-30
General American Investors Co Inc
UNCHANGED
Shares55,000 from 55,000
Change0 (0%)
Value$99.6M (-$9.8M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares50,147 from 50,532
Change-385 (-1%)
Value$90.9M (-$9.7M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares48,522 from 48,017
Change+505 (+1%)
Value$87.9M (-$7.6M)
Filed 2026-10-21
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares47,321 from 58,763
Change-11,442 (-19%)
Value$85.7M (-$31.2M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares46,661 from 50,295
Change-3,634 (-7%)
Value$84.5M (-$15.5M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares46,216 from 46,880
Change-664 (-1%)
Value$83.7M (-$9.5M)
Filed 2026-11-05
Birch Hill Investment Advisors LLC
INCREASED
Shares44,127 from 41,120
Change+3,007 (+7%)
Value$79.9M (-$1.9M)
Filed 2026-10-16
Obermeyer Wealth Partners
INCREASED
Shares42,557 from 42,402
Change+155 (+0%)
Value$77.1M (-$7.3M)
Filed 2026-10-21
Temasek Holdings (Private) Ltd
DECREASED
Shares41,905 from 112,079
Change-70,174 (-63%)
Value$75.9M (-$147.1M)
Filed 2026-10-28
CIBC Asset Management Inc
INCREASED
Shares39,740 from 32,736
Change+7,004 (+21%)
Value$71.9M (+$7.1M)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares39,440 from 42,530
Change-3,090 (-7%)
Value$71.5M (-$13.2M)
Filed 2026-10-22
Henshaw Capital LLC
INCREASED
Shares37,468 from 1,020
Change+36,448 (+3573%)
Value$67.9M (+$65.9M)
Filed 2026-11-03
Generate Investment Management Ltd
INCREASED
Shares36,778 from 13,278
Change+23,500 (+177%)
Value$66.6M (+$40.2M)
Filed 2026-10-14
Oppenheimer Asset Management Inc.
INCREASED
Shares35,583 from 35,581
Change+2 (+0%)
Value$64.5M (-$6.3M)
Filed 2026-10-27
MacKenzie Financial Corp
DECREASED
Shares34,930 from 63,628
Change-28,698 (-45%)
Value$63.3M (-$63.3M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares33,998 from 41,040
Change-7,042 (-17%)
Value$61.5M (-$14.1M)
Filed 2026-10-16
Northeast Investment Management
DECREASED
Shares33,810 from 33,895
Change-85 (0%)
Value$61.3M (-$6.2M)
Filed 2026-10-30
Imc-Chicago, LLC
DECREASED
Shares33,589 from 126,416
Change-92,827 (-73%)
Value$60.9M (-$190.6M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares33,391 from 31,855
Change+1,536 (+5%)
Value$60.5M (-$2.9M)
Filed 2026-10-28
Regions Financial Corp
INCREASED
Shares33,010 from 11,319
Change+21,691 (+192%)
Value$59.8M (+$37.3M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares32,993 from 30,398
Change+2,595 (+9%)
Value$54.1M (+$3.8M)
Filed 2026-10-13
Milestone Resources Group Ltd
UNCHANGED
Shares32,749 from 32,749
Change0 (0%)
Value$59.3K (-$5.8K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares30,517 from 29,474
Change+1,043 (+4%)
Value$55.3K (-$3.4K)
Filed 2026-11-02
Unicom Systems, Inc.
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$52.5M (-$5.2M)
Filed 2026-10-13
Vantage Investment Partners, LLC
DECREASED
Shares28,616 from 32,924
Change-4,308 (-13%)
Value$51.8M (-$13.7M)
Filed 2026-10-27
Roffman Miller Associates Inc
DECREASED
Shares28,402 from 29,045
Change-643 (-2%)
Value$51.5M (-$6.3M)
Filed 2026-10-19
Ninety One UK Ltd
DECREASED
Shares28,205 from 29,314
Change-1,109 (-4%)
Value$51.1M (-$7.2M)
Filed 2026-10-15
Smith Salley Wealth Management
INCREASED
Shares27,492 from 26,703
Change+789 (+3%)
Value$49.8M (-$3.3M)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares25,994 from 21,320
Change+4,674 (+22%)
Value$47.1M (+$4.7M)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
DECREASED
Shares25,872 from 26,945
Change-1,073 (-4%)
Value$46.9M (-$6.7M)
Filed 2026-10-21
Segment Wealth Management, LLC
DECREASED
Shares25,246 from 25,422
Change-176 (-1%)
Value$45.7M (-$4.8M)
Filed 2026-10-26
Guyasuta Investment Advisors Inc
DECREASED
Shares25,000 from 26,829
Change-1,829 (-7%)
Value$45.3M (-$8.1M)
Filed 2026-10-15
Annex Advisory Services, LLC
INCREASED
Shares24,888 from 24,688
Change+200 (+1%)
Value$45.1M (-$4.0M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares23,757 from 20,957
Change+2,800 (+13%)
Value$43.0M (+$1.3M)
Filed 2026-11-02
Florida Trust Wealth Management Co
INCREASED
Shares23,188 from 22,658
Change+530 (+2%)
Value$42.0M (-$3.1M)
Filed 2026-11-05
Tamar Securities, LLC
DECREASED
Shares23,124 from 23,677
Change-553 (-2%)
Value$41.9M (-$5.2M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED
Shares22,894 from 23,003
Change-109 (0%)
Value$41.4M (-$993.0K)
Filed 2026-11-04
Chilton Capital Management LLC
DECREASED
Shares21,543 from 21,579
Change-36 (0%)
Value$39.0M (-$3.9M)
Filed 2026-10-28
Loftus Peak Pty Ltd
INCREASED
Shares21,188 from 15,645
Change+5,543 (+35%)
Value$38.4M (+$7.3M)
Filed 2026-10-15
Simplex Trading, LLC
INCREASED
Shares20,828 from 16,406
Change+4,422 (+27%)
Value$37.7M (+$5.1M)
Filed 2026-11-04
Midwest Trust Co
DECREASED
Shares20,200 from 20,244
Change-44 (0%)
Value$36.6M (-$3.7M)
Filed 2026-10-22
Mill Capital Management, LLC
INCREASED
Shares20,193 from 20,164
Change+29 (+0%)
Value$36.6M (-$3.5M)
Filed 2026-10-26
Corda Investment Management, Llc.
DECREASED
Shares20,176 from 20,575
Change-399 (-2%)
Value$36.6M (-$4.4M)
Filed 2026-10-22
Lyell Wealth Management, LP
INCREASED
Shares20,072 from 19,930
Change+142 (+1%)
Value$36.4M (-$3.3M)
Filed 2026-10-30
Griffin Asset Management, Inc.
DECREASED
Shares19,320 from 19,610
Change-290 (-1%)
Value$35.0M (-$4.0M)
Filed 2026-10-22
Washington Trust Co
DECREASED
Shares18,813 from 19,083
Change-270 (-1%)
Value$34.1M (-$3.9M)
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares18,030 from 17,577
Change+453 (+3%)
Value$32.7M (-$2.3M)
Filed 2026-10-29
Pittenger & Anderson Inc
INCREASED
Shares17,960 from 14,885
Change+3,075 (+21%)
Value$32.5M (+$2.9M)
Filed 2026-11-02
71 West Capital Partners
INCREASED
Shares17,956 from 17,766
Change+190 (+1%)
Value$32.5M (-$2.8M)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares17,782 from 18,837
Change-1,055 (-6%)
Value$32.2M (-$5.3M)
Filed 2026-10-16
Kornitzer Capital Management Inc
DECREASED
Shares17,268 from 17,735
Change-467 (-3%)
Value$31.3M (-$4.0M)
Filed 2026-11-03
Fisher Funds Management LTD
DECREASED
Shares16,769 from 25,777
Change-9,008 (-35%)
Value$30.4M (-$20.9M)
Filed 2026-10-13
Barlow Wealth Partners, LLC
INCREASED
Shares16,732 from 16,634
Change+98 (+1%)
Value$30.7M (+$1.3M)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares16,558 from 16,292
Change+266 (+2%)
Value$30.0M (-$2.4M)
Filed 2026-10-23
Rakuten Investment Management, Inc.
NEW
Shares16,125
Change+16,125
Value$29.6M
Filed 2026-10-30
North Point Portfolio Managers Corp
DECREASED
Shares16,023 from 16,414
Change-391 (-2%)
Value$29.0M (-$3.6M)
Filed 2026-10-07
Atria Investments, Inc
INCREASED
Shares15,779 from 13,503
Change+2,276 (+17%)
Value$28.6M (+$1.7M)
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED
Shares15,283 from 15,547
Change-264 (-2%)
Value$27.7M (-$3.2M)
Filed 2026-11-03
Stockman Wealth Management, Inc.
DECREASED
Shares15,109 from 16,107
Change-998 (-6%)
Value$27.4M (-$4.7M)
Filed 2026-10-27
McGuire Investment Group, LLC
INCREASED
Shares15,083 from 14,470
Change+613 (+4%)
Value$27.3M (-$1.5M)
Filed 2026-10-23
Quadrant Capital Group LLC
INCREASED
Shares14,431 from 14,011
Change+420 (+3%)
Value$24.8M (-$3.1M)
Filed 2026-10-20
Baldwin Wealth Partners LLC
DECREASED
Shares14,377 from 14,435
Change-58 (0%)
Value$26.0M (-$2.7M)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares14,176 from 14,139
Change+37 (+0%)
Value$25.7M (-$2.4M)
Filed 2026-11-04
Cambiar Investors LLC
DECREASED
Shares14,174 from 14,881
Change-707 (-5%)
Value$25.7M (-$3.9M)
Filed 2026-11-04
Eldred Rock Partners, LLC
INCREASED
Shares13,973 from 13,812
Change+161 (+1%)
Value$25.3M (-$2.2M)
Filed 2026-10-13
Carmel Capital Management L.L.C.
DECREASED
Shares13,909 from 13,931
Change-22 (0%)
Value$25.2M (-$2.5M)
Filed 2026-10-30
Suncoast Equity Management
INCREASED
Shares13,813 from 7,930
Change+5,883 (+74%)
Value$25.0M (+$9.2M)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares13,803 from 13,109
Change+694 (+5%)
Value$25.0M (-$1.1M)
Filed 2026-10-29
Weatherly Asset Management L. P.
DECREASED
Shares13,717 from 13,741
Change-24 (0%)
Value$24.9M (-$2.5M)
Filed 2026-10-20
Daiwa Securities Group Inc.
INCREASED
Shares13,545 from 13,205
Change+340 (+3%)
Value$24.5M (-$1.7M)
Filed 2026-10-29
GW Henssler & Associates LTD
INCREASED
Shares13,351 from 12,977
Change+374 (+3%)
Value$24.2M (-$1.6M)
Filed 2026-10-26
Equitable Trust Co
DECREASED
Shares13,273 from 14,649
Change-1,376 (-9%)
Value$24.0M (-$5.1M)
Filed 2026-10-13
United Asset Strategies, Inc.
INCREASED
Shares13,234 from 12,987
Change+247 (+2%)
Value$24.0M (-$1.9M)
Filed 2026-10-28
Zevenbergen Capital Investments LLC
UNCHANGED
Shares13,222 from 13,222
Change0 (0%)
Value$24.0M (-$2.4M)
Filed 2026-10-08
Phraction Management LLC
DECREASED
Shares13,164 from 13,512
Change-348 (-3%)
Value$23.8M (-$3.0M)
Filed 2026-10-14
Heirloom Wealth Management
INCREASED
Shares13,065 from 12,940
Change+125 (+1%)
Value$23.7M (-$2.1M)
Filed 2026-10-14
Farmers & Merchants Investments Inc
INCREASED
Shares12,905 from 12,630
Change+275 (+2%)
Value$23.4M (-$1.7M)
Filed 2026-10-22
Cidel Asset Management Inc
DECREASED
Shares12,622 from 12,811
Change-189 (-1%)
Value$22.9M (-$2.6M)
Filed 2026-10-29
Gradient Investments LLC
DECREASED
Shares12,545 from 13,499
Change-954 (-7%)
Value$22.7M (-$4.1M)
Filed 2026-10-08
Steadview Capital Management LLC
INCREASED
Shares12,517 from 10,837
Change+1,680 (+16%)
Value$22.7M (+$1.1M)
Filed 2026-10-28
Traynor Capital Management, Inc.
INCREASED
Shares12,508 from 9,590
Change+2,918 (+30%)
Value$22.7M (+$3.6M)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares12,311 from 11,598
Change+713 (+6%)
Value$22.3M (-$769.2K)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares12,111 from 11,594
Change+517 (+4%)
Value$21.9M (-$1.1M)
Filed 2026-10-26
Security National Bank
DECREASED
Shares11,984 from 11,993
Change-9 (0%)
Value$21.7M (-$2.1M)
Filed 2026-10-26
Alta Capital Management LLC/
DECREASED
Shares11,840 from 13,964
Change-2,124 (-15%)
Value$21.5M (-$6.3M)
Filed 2026-10-26
Nixon Peabody Trust Co
INCREASED
Shares11,736 from 11,596
Change+140 (+1%)
Value$21.3M (-$1.8M)
Filed 2026-10-23
Ashoka WhiteOak Capital Pte Ltd
INCREASED
Shares11,436 from 9,904
Change+1,532 (+15%)
Value$21.0M (+$1.3M)
Filed 2026-10-28
Americana Partners, LLC
DECREASED
Shares11,339 from 12,039
Change-700 (-6%)
Value$20.5M (-$3.4M)
Filed 2026-10-28
Reynders McVeigh Capital Management, LLC
INCREASED
Shares11,331 from 11,096
Change+235 (+2%)
Value$20.5M (+$20.5M)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares11,257 from 10,413
Change+844 (+8%)
Value$20.4M (-$322.1K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares11,235 from 10,490
Change+745 (+7%)
Value$20.4M (-$513.7K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares10,642 from 8,927
Change+1,715 (+19%)
Value$19.3M (+$1.6M)
Filed 2026-10-08
Marietta Wealth Management, LLC
DECREASED
Shares10,636 from 11,223
Change-587 (-5%)
Value$17.5M (-$4.8M)
Filed 2026-10-22
Strategic Planning Group, LLC
INCREASED
Shares10,527 from 9,871
Change+656 (+7%)
Value$19.1M (-$566.2K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares10,518 from 11,159
Change-641 (-6%)
Value$19.1K (-$3.1K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares10,480 from 9,873
Change+607 (+6%)
Value$19.0M (-$654.0K)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
DECREASED
Shares10,167 from 11,100
Change-933 (-8%)
Value$18.4M (-$3.7M)
Filed 2026-10-29
AM Investment Strategies LLC
INCREASED
Shares10,143 from 9,510
Change+633 (+7%)
Value$18.4K (-$544)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares10,008 from 10,137
Change-129 (-1%)
Value$18.1M (-$2.0M)
Filed 2026-10-28
Henry James International Management Inc.
DECREASED
Shares10,002 from 10,015
Change-13 (0%)
Value$18.1M (-$1.8M)
Filed 2026-10-14
Schwartz Investment Counsel Inc
NEW
Shares10,000
Change+10,000
Value$18.1M
Filed 2026-10-26
Armstrong Henry H Associates Inc
INCREASED
Shares9,516 from 8,355
Change+1,161 (+14%)
Value$17.2M (+$618.1K)
Filed 2026-10-07
Signaturefd, LLC
INCREASED
Shares9,346 from 9,094
Change+252 (+3%)
Value$16.9M (-$1.2M)
Filed 2026-10-23
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares9,273 from 10,811
Change-1,538 (-14%)
Value$16.8M (-$4.7M)
Filed 2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares9,126 from 8,635
Change+491 (+6%)
Value$16.5M (-$645.5K)
Filed 2026-11-05
Legal Advantage Investments, Inc.
INCREASED
Shares9,030 from 6,170
Change+2,860 (+46%)
Value$16.4M (+$4.1M)
Filed 2026-10-13
Stanley-Laman Group, Ltd.
DECREASED
Shares8,983 from 9,077
Change-94 (-1%)
Value$16.3M (-$1.8M)
Filed 2026-10-20
Evergreen Capital Management LLC
INCREASED
Shares8,934 from 8,310
Change+624 (+8%)
Value$16.2M (-$346.8K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares8,750 from 8,503
Change+247 (+3%)
Value$14.5M (+$426.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares8,750 from 8,503
Change+247 (+3%)
Value$14.5M (+$426.8K)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares8,693 from 9,004
Change-311 (-3%)
Value$15.8M (-$2.2M)
Filed 2026-10-28
Hedeker Wealth, LLC
DECREASED
Shares8,683 from 9,036
Change-353 (-4%)
Value$15.7M (-$2.2M)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares8,602 from 8,358
Change+244 (+3%)
Value$15.6M (-$1.0M)
Filed 2026-11-05
Salem Investment Counselors Inc
INCREASED
Shares8,485 from 8,134
Change+351 (+4%)
Value$15.4M (-$810.1K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares8,416 from 7,773
Change+643 (+8%)
Value$15.2M (-$216.8K)
Filed 2026-11-04
Bailard, Inc.
INCREASED
Shares8,239 from 7,906
Change+333 (+4%)
Value$14.9M (-$800.3K)
Filed 2026-10-13
Telos Capital Management, Inc.
DECREASED
Shares8,232 from 8,511
Change-279 (-3%)
Value$14.9M (-$2.0M)
Filed 2026-11-02
Covenant Asset Management, LLC
DECREASED
Shares8,118 from 8,255
Change-137 (-2%)
Value$14.7M (-$1.7M)
Filed 2026-10-14
Sapient Capital LLC
INCREASED
Shares8,089 from 7,959
Change+130 (+2%)
Value$14.6M (-$1.2M)
Filed 2026-10-08
Walter Public Investments Inc.
DECREASED
Shares7,945 from 11,311
Change-3,366 (-30%)
Value$14.4M (-$8.1M)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares7,815 from 7,327
Change+488 (+7%)
Value$14.2M (-$418.4K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares7,802 from 6,371
Change+1,431 (+22%)
Value$14.1M (+$1.5M)
Filed 2026-10-13
Clean Yield Group
DECREASED
Shares7,695 from 7,698
Change-3 (0%)
Value$13.9M (-$1.4M)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares7,636 from 7,245
Change+391 (+5%)
Value$13.8M (-$579.6K)
Filed 2026-10-21
CenterBook Partners LP
INCREASED
Shares7,597 from 4,231
Change+3,366 (+80%)
Value$13.8M (+$5.3M)
Filed 2026-11-02
Yarbrough Capital, LLC
UNCHANGED
Shares7,556 from 7,556
Change0 (0%)
Value$13.7M (-$1.3M)
Filed 2026-10-19
Account Management LLC
DECREASED
Shares7,548 from 8,020
Change-472 (-6%)
Value$13.7M (-$2.3M)
Filed 2026-11-04
Pictet North America Advisors SA
DECREASED
Shares7,530 from 7,946
Change-416 (-5%)
Value$13.6M (-$2.2M)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares7,505 from 8,581
Change-1,076 (-13%)
Value$13.6M (-$3.5M)
Filed 2026-10-16
Solidarity Wealth, LLC
DECREASED
Shares7,283 from 7,481
Change-198 (-3%)
Value$13.2M (-$1.7M)
Filed 2026-10-15
Peterson Wealth Services
INCREASED
Shares7,264 from 7,216
Change+48 (+1%)
Value$13.2M (-$1.2M)
Filed 2026-10-26
Gunderson Capital Management LLC
DECREASED
Shares7,218 from 7,289
Change-71 (-1%)
Value$13.1M (-$1.4M)
Filed 2026-10-15
Bender Robert & Associates
NEW
Shares7,214
Change+7,214
Value$13.1M
Filed 2026-10-21
Profund Advisors LLC
DECREASED
Shares7,024 from 7,236
Change-212 (-3%)
Value$12.7M (-$1.7M)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW
Shares7,017
Change+7,017
Value$12.7M
Filed 2026-10-16
Eagle Global Advisors LLC
INCREASED
Shares6,801 from 6,243
Change+558 (+9%)
Value$12.3M (-$98.1K)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares6,533 from 6,244
Change+289 (+5%)
Value$11.8M (-$588.2K)
Filed 2026-11-05
Chronos Wealth Management, LLC
DECREASED
Shares6,444 from 6,475
Change-31 (0%)
Value$11.7M (-$1.2M)
Filed 2026-10-20
Global X Japan Co., Ltd.
DECREASED
Shares6,398 from 8,046
Change-1,648 (-20%)
Value$11.6M (-$4.4M)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares6,340 from 5,259
Change+1,081 (+21%)
Value$11.5M (+$1.0M)
Filed 2026-10-23
Stiles Financial Services Inc
DECREASED
Shares6,317 from 6,323
Change-6 (0%)
Value$11.4M (-$1.1M)
Filed 2026-10-30
Calamos Wealth Management LLC
INCREASED
Shares6,261 from 4,862
Change+1,399 (+29%)
Value$11.3M (+$1.7M)
Filed 2026-11-02
Gibraltar Capital Management, Inc.
INCREASED
Shares6,211 from 5,941
Change+270 (+5%)
Value$11.3M (-$566.9K)
Filed 2026-10-27
Crestwood Advisors Group, LLC
INCREASED
Shares6,179 from 1,226
Change+4,953 (+404%)
Value$11.2M (+$8.8M)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED
Shares6,036 from 5,615
Change+421 (+8%)
Value$10.9M (-$236.1K)
Filed 2026-10-20
Twin Peaks Capital Ltd
INCREASED
Shares6,000 from 3,000
Change+3,000 (+100%)
Value$10.9M (+$4.9M)
Filed 2026-11-03
Pictet Asset Management Holding SA
DECREASED
Shares5,941 from 30,973
Change-25,032 (-81%)
Value$10.8M (-$50.9M)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares5,941 from 4,466
Change+1,475 (+33%)
Value$10.8M (+$1.9M)
Filed 2026-10-28
Louisiana State Employees Retirement System
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$10.7M (-$1.0M)
Filed 2026-10-20
Boston Common Asset Management, LLC
INCREASED
Shares5,898 from 4,300
Change+1,598 (+37%)
Value$10.7M (+$2.1M)
Filed 2026-10-13
Paragon Advisors, LLC
INCREASED
Shares5,879 from 5,464
Change+415 (+8%)
Value$10.7M (-$219.5K)
Filed 2026-11-03
Progressive Investment Management Corp
DECREASED
Shares5,851 from 5,903
Change-52 (-1%)
Value$10.6M (-$1.1M)
Filed 2026-10-26
King Luther Capital Management Corp
INCREASED
Shares5,830 from 2,522
Change+3,308 (+131%)
Value$10.6M (+$5.5M)
Filed 2026-11-05
James Investment Research, Inc.
DECREASED
Shares5,811 from 6,263
Change-452 (-7%)
Value$10.5M (-$1.9M)
Filed 2026-10-22
Oak Grove Capital LLC
INCREASED
Shares5,810 from 3,738
Change+2,072 (+55%)
Value$10.5M (+$3.1M)
Filed 2026-10-09
SeaBridge Investment Advisors LLC
INCREASED
Shares5,745 from 5,639
Change+106 (+2%)
Value$10.4M (-$810.4K)
Filed 2026-11-02
United Capital Management of KS, Inc.
INCREASED
Shares5,710 from 5,677
Change+33 (+1%)
Value$10.3M (-$948.8K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares5,708 from 5,701
Change+7 (+0%)
Value$10.3M (-$1.0M)
Filed 2026-10-28
Glenview Trust Co
INCREASED
Shares5,680 from 5,417
Change+263 (+5%)
Value$10.3M (-$486.5K)
Filed 2026-10-28
Contravisory Investment Management, Inc.
DECREASED
Shares5,553 from 5,614
Change-61 (-1%)
Value$10.1M (-$1.1M)
Filed 2026-10-13
S.E.E.D. Planning Group LLC
NEW
Shares5,481
Change+5,481
Value$9.9M
Filed 2026-10-07
Red Spruce Capital, LLC
DECREASED
Shares5,390 from 5,485
Change-95 (-2%)
Value$9.8M (-$1.1M)
Filed 2026-10-07
Consolidated Capital Management, LLC
DECREASED
Shares5,369 from 5,403
Change-34 (-1%)
Value$9.7M (-$1.0M)
Filed 2026-10-13
Busey Bank
INCREASED
Shares5,329 from 5,160
Change+169 (+3%)
Value$9.7M (-$610.6K)
Filed 2026-10-26
Moran Wealth Management, LLC
INCREASED
Shares5,322 from 4,844
Change+478 (+10%)
Value$9.6M (+$4.9K)
Filed 2026-10-22
Asset One Wealth Management LLC
INCREASED
Shares5,277 from 5,118
Change+159 (+3%)
Value$9.6M (+$269.6K)
Filed 2026-11-02
Asio Capital, LLC
INCREASED
Shares5,277 from 5,133
Change+144 (+3%)
Value$9.6M (-$651.6K)
Filed 2026-10-19
BAR Harbor Wealth Management
INCREASED
Shares5,253 from 4,957
Change+296 (+6%)
Value$9.5M (-$345.0K)
Filed 2026-10-21
Martin Capital Partners, LLC
INCREASED
Shares5,243 from 5,180
Change+63 (+1%)
Value$9.5M (-$806.6K)
Filed 2026-10-07
Ipswich Investment Management Co., Inc.
DECREASED
Shares5,228 from 5,547
Change-319 (-6%)
Value$9.5M (-$1.6M)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares5,223 from 5,261
Change-38 (-1%)
Value$9.5M (-$1.0M)
Filed 2026-11-05
Glass Wealth Management Co LLC
INCREASED
Shares5,205 from 4,678
Change+527 (+11%)
Value$9.4M (+$123.1K)
Filed 2026-10-28
Rossmore Private Capital
DECREASED
Shares5,079 from 5,092
Change-13 (0%)
Value$9.2M (-$928.8K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,064 from 704
Change+4,360 (+619%)
Value$9.2M (+$7.8M)
Filed 2026-10-13
Cox Capital Mgt LLC
DECREASED
Shares5,058 from 5,068
Change-10 (0%)
Value$9.2M (-$919.1K)
Filed 2026-10-07
Aaron Wealth Advisors LLC
INCREASED
Shares5,018 from 4,798
Change+220 (+5%)
Value$9.1M (-$454.4K)
Filed 2026-10-13
Vest Financial, LLC
INCREASED
Shares4,771 from 3,793
Change+978 (+26%)
Value$8.6M (+$1.1M)
Filed 2026-10-21
Augustine Asset Management Inc
DECREASED
Shares4,699 from 4,752
Change-53 (-1%)
Value$8.5M (-$940.8K)
Filed 2026-10-13
Thomas Story & SON LLC
DECREASED
Shares4,590 from 4,731
Change-141 (-3%)
Value$8.3M (-$1.1M)
Filed 2026-10-13
China Universal Asset Management Co., Ltd.
DECREASED
Shares4,579 from 4,774
Change-195 (-4%)
Value$8.4M (-$1.1M)
Filed 2026-10-28
Blue Square Asset Management, LLC
DECREASED
Shares4,575 from 4,767
Change-192 (-4%)
Value$8.3M (-$1.2M)
Filed 2026-11-02
Washington Trust Advisors, Inc.
DECREASED
Shares4,528 from 4,572
Change-44 (-1%)
Value$8.2M (-$892.4K)
Filed 2026-10-22
Frank, Rimerman Advisors LLC
UNCHANGED
Shares4,483 from 4,483
Change0 (0%)
Value$8.1M (-$796.9K)
Filed 2026-10-16
Anderson Hoagland & Co
INCREASED
Shares4,471 from 4,470
Change+1 (+0%)
Value$7.0M (-$1.9M)
Filed 2026-10-23
Cypress Capital Group
INCREASED
Shares4,430 from 4,390
Change+40 (+1%)
Value$8.0M (-$707.9K)
Filed 2026-11-03
Professional Advisory Services Inc
INCREASED
Shares4,404 from 4,350
Change+54 (+1%)
Value$8.0K (-$675)
Filed 2026-10-08
CWA Asset Management Group, LLC
INCREASED
Shares4,368 from 3,931
Change+437 (+11%)
Value$7.9M (+$92.3K)
Filed 2026-10-19
Naples Global Advisors, LLC
INCREASED
Shares4,327 from 4,235
Change+92 (+2%)
Value$7.8M (-$586.1K)
Filed 2026-11-05
RBA Wealth Management, LLC
INCREASED
Shares4,270 from 3,712
Change+558 (+15%)
Value$7.7M (+$351.0K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED
Shares4,191 from 10,546
Change-6,355 (-60%)
Value$7.6M (-$13.4M)
Filed 2026-10-29
Jackson Square Capital, LLC
INCREASED
Shares4,165 from 2,565
Change+1,600 (+62%)
Value$7.5M (+$2.4M)
Filed 2026-10-19
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares4,123 from 3,929
Change+194 (+5%)
Value$7.5M (-$347.1K)
Filed 2026-10-29
Clear Harbor Asset Management, LLC
DECREASED
Shares4,095 from 4,139
Change-44 (-1%)
Value$7.4M (-$815.5K)
Filed 2026-11-05
Hollow Brook Wealth Management LLC
DECREASED
Shares4,063 from 4,362
Change-299 (-7%)
Value$7.4M (-$1.3M)
Filed 2026-10-29
Independence Bank of Kentucky
INCREASED
Shares4,034 from 3,982
Change+52 (+1%)
Value$7.3M (-$613.7K)
Filed 2026-10-26
FFG Partners, LLC
DECREASED
Shares4,027 from 4,222
Change-195 (-5%)
Value$7.3M (-$1.1M)
Filed 2026-10-15
Guardian Wealth Management, Inc.
INCREASED
Shares4,016 from 3,923
Change+93 (+2%)
Value$7.3M (-$528.9K)
Filed 2026-10-30
Central Trust Co
INCREASED
Shares4,014 from 3,918
Change+96 (+2%)
Value$7.3M (-$522.6K)
Filed 2026-11-05
Slow Capital, Inc.
DECREASED
Shares3,978 from 4,052
Change-74 (-2%)
Value$7.2M (-$854.4K)
Filed 2026-10-23
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares3,956 from 3,949
Change+7 (+0%)
Value$7.2M (-$689.0K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares3,952 from 5,311
Change-1,359 (-26%)
Value$7.2M (-$3.4M)
Filed 2026-11-05
Allen Capital Group, LLC
DECREASED
Shares3,930 from 3,973
Change-43 (-1%)
Value$7.1M (-$784.2K)
Filed 2026-10-27
Ellerson Group Inc
DECREASED
Shares3,891 from 4,188
Change-297 (-7%)
Value$6.0M (-$2.3M)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares3,881 from 3,499
Change+382 (+11%)
Value$7.0M (+$70.0K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares3,876 from 3,707
Change+169 (+5%)
Value$7.0M (-$353.7K)
Filed 2026-11-03
Principle Wealth Partners LLC
INCREASED
Shares3,838 from 3,776
Change+62 (+2%)
Value$7.0M (-$557.9K)
Filed 2026-11-02
RDA Financial Network
DECREASED
Shares3,831 from 3,832
Change-1 (0%)
Value$6.9M (-$683.0K)
Filed 2026-10-15
Liberty Capital Management, Inc.
DECREASED
Shares3,800 from 4,005
Change-205 (-5%)
Value$6.9M (-$1.1M)
Filed 2026-11-02
Montag A & Associates Inc
DECREASED
Shares3,679 from 4,313
Change-634 (-15%)
Value$6.7M (-$1.9M)
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares3,678 from 3,500
Change+178 (+5%)
Value$6.7M (-$299.0K)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares3,657 from 3,952
Change-295 (-7%)
Value$6.6M (-$1.2M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares3,651 from 2,759
Change+892 (+32%)
Value$6.6M (+$1.1M)
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
DECREASED
Shares3,628 from 3,715
Change-87 (-2%)
Value$6.6M (-$816.6K)
Filed 2026-10-19
Hamilton Point Investment Advisors, LLC
INCREASED
Shares3,628 from 3,557
Change+71 (+2%)
Value$6.6M (-$503.7K)
Filed 2026-11-03
Ted Buchan & Co
DECREASED
Shares3,603 from 3,826
Change-223 (-6%)
Value$6.5M (-$1.1M)
Filed 2026-10-23
Bfsg, LLC
INCREASED
Shares3,588 from 3,563
Change+25 (+1%)
Value$6.5M (-$588.1K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,579 from 3,287
Change+292 (+9%)
Value$6.5M (-$56.1K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares3,558 from 1,283
Change+2,275 (+177%)
Value$6.4K (+$3.9K)
Filed 2026-10-22
Cane Capital Partners, LLC
INCREASED
Shares3,533 from 3,099
Change+434 (+14%)
Value$6.4M (+$235.4K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares3,486 from 3,172
Change+314 (+10%)
Value$6.3M (+$5.9K)
Filed 2026-10-14
Procyon Advisors, LLC
INCREASED
Shares3,486 from 3,422
Change+64 (+2%)
Value$6.3M (-$492.4K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
INCREASED
Shares3,427 from 72
Change+3,355 (+4660%)
Value$6.2M (+$6.1M)
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares3,416 from 8,507
Change-5,091 (-60%)
Value$5.4M (-$11.6M)
Filed 2026-11-04
Essex Investment Management Co LLC
DECREASED
Shares3,394 from 3,538
Change-144 (-4%)
Value$6.1M (-$889.8K)
Filed 2026-10-19
Balboa Wealth Partners
DECREASED
Shares3,373 from 3,397
Change-24 (-1%)
Value$6.1M (-$647.6K)
Filed 2026-10-20
Bensler, LLC
INCREASED
Shares3,355 from 3,301
Change+54 (+2%)
Value$6.1M (-$488.5K)
Filed 2026-11-05
Azzad Asset Management Inc
DECREASED
Shares3,327 from 3,557
Change-230 (-6%)
Value$6.0M (-$1.0M)
Filed 2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED
Shares3,318 from 3,329
Change-11 (0%)
Value$6.0M (-$611.7K)
Filed 2026-10-13
Columbia Bank
DECREASED
Shares3,285 from 3,301
Change-16 (0%)
Value$6.0M (-$615.8K)
Filed 2026-10-29
Adell Harriman & Carpenter Inc
INCREASED
Shares3,280 from 2,010
Change+1,270 (+63%)
Value$5.9M (+$1.9M)
Filed 2026-11-02
Valicenti Advisory Services Inc
INCREASED
Shares3,279 from 3,265
Change+14 (+0%)
Value$5.9K (-$556)
Filed 2026-10-23
Greenfield Seitz Capital Management, LLC
INCREASED
Shares3,250 from 2,822
Change+428 (+15%)
Value$5.9M (+$273.7K)
Filed 2026-10-29
Y.D. More Investments Ltd
DECREASED
Shares3,232 from 3,259
Change-27 (-1%)
Value$5.9M (-$621.8K)
Filed 2026-11-02
Myriad Asset Management Advisors LLC
DECREASED
Shares3,203 from 3,393
Change-190 (-6%)
Value$5.8M (-$947.0K)
Filed 2026-11-03
Meitav Investment House LTD
INCREASED
Shares3,193 from 2,756
Change+437 (+16%)
Value$5.8M (+$302.4K)
Filed 2026-10-28
Freedom Day Solutions, LLC
DECREASED
Shares3,173 from 3,261
Change-88 (-3%)
Value$5.7M (-$739.4K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares3,172 from 3,097
Change+75 (+2%)
Value$5.7M (-$414.7K)
Filed 2026-10-16
Resonant Capital Advisors, LLC
INCREASED
Shares3,109 from 2,683
Change+426 (+16%)
Value$5.6M (+$294.8K)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares3,108 from 2,589
Change+519 (+20%)
Value$5.6M (+$480.0K)
Filed 2026-11-04
Vanderbilt University
NEW
Shares3,087
Change+3,087
Value$5.6M
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
DECREASED
Shares3,027 from 3,180
Change-153 (-5%)
Value$5.5M (-$841.5K)
Filed 2026-10-08
Dilation Capital Management LP
DECREASED
Shares3,015 from 5,470
Change-2,455 (-45%)
Value$5.5M (-$5.4M)
Filed 2026-10-13
Mitchell Capital Management Co
INCREASED
Shares3,008 from 2,964
Change+44 (+1%)
Value$5.4M (-$447.2K)
Filed 2026-10-29
TD Private Client Wealth LLC
DECREASED
Shares2,978 from 3,251
Change-273 (-8%)
Value$5.4M (-$1.1M)
Filed 2026-10-28
TrueMark Investments, LLC
DECREASED
Shares2,962 from 3,052
Change-90 (-3%)
Value$5.4M (-$705.6K)
Filed 2026-11-05
Penobscot Investment Management Company, Inc.
INCREASED
Shares2,949 from 2,859
Change+90 (+3%)
Value$5.3M (-$345.2K)
Filed 2026-10-26
Pinnacle Associates LTD
DECREASED
Shares2,909 from 3,198
Change-289 (-9%)
Value$5.3M (-$1.1M)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares2,906 from 2,257
Change+649 (+29%)
Value$5.3M (+$774.8K)
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares2,899 from 3,159
Change-260 (-8%)
Value$5.3K (-$995)
Filed 2026-11-05
Baugh & Associates, LLC
INCREASED
Shares2,899 from 2,745
Change+154 (+6%)
Value$4.8M (-$618.4K)
Filed 2026-10-16
Investment House LLC
DECREASED
Shares2,899 from 2,989
Change-90 (-3%)
Value$5.3M (-$694.4K)
Filed 2026-10-21
Marathon Wealth Advisors LLC
DECREASED
Shares2,898 from 2,936
Change-38 (-1%)
Value$5.3M (-$590.6K)
Filed 2026-11-04
Westover Capital Advisors, LLC
INCREASED
Shares2,853 from 2,778
Change+75 (+3%)
Value$5.2M (-$358.0K)
Filed 2026-10-26
Fourpath Capital Management, LLC
DECREASED
Shares2,827 from 2,870
Change-43 (-1%)
Value$5.1M (-$588.1K)
Filed 2026-10-19
Princeton Global Asset Management LLC
INCREASED
Shares2,821 from 33
Change+2,788 (+8448%)
Value$5.1M (+$5.0M)
Filed 2026-10-21
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares2,812 from 2,812
Change0 (0%)
Value$5.1K (-$500)
Filed 2026-11-05
Strs Ohio
INCREASED
Shares2,800 from 2,500
Change+300 (+12%)
Value$5.1M (+$99.1K)
Filed 2026-10-30
Cabot Wealth Management Inc
DECREASED
Shares2,797 from 3,741
Change-944 (-25%)
Value$5.1M (-$2.4M)
Filed 2026-11-05
Arthur M. Cohen & Associates, LLC
INCREASED
Shares2,781 from 2,444
Change+337 (+14%)
Value$5.0M (+$176.1K)
Filed 2026-10-26
Burkett Asset Management Ltd
INCREASED
Shares2,766 from 2,752
Change+14 (+1%)
Value$5.0M (-$463.9K)
Filed 2026-10-13
Legacy Financial Independent Advisors LLC
DECREASED
Shares2,760 from 2,880
Change-120 (-4%)
Value$5.0M (-$729.4K)
Filed 2026-11-02
Euro Pacific Asset Management, LLC
DECREASED
Shares2,724 from 2,725
Change-1 (0%)
Value$4.9M (+$4.9M)
Filed 2026-11-03
IPG Investment Advisors LLC
DECREASED
Shares2,699 from 2,909
Change-210 (-7%)
Value$4.9M (-$897.6K)
Filed 2026-10-30
LifeGoal Investments, LLC
INCREASED
Shares2,688 from 174
Change+2,514 (+1445%)
Value$4.9M (+$4.5M)
Filed 2026-10-09
Mengis Capital Management, Inc.
INCREASED
Shares2,683 from 2,523
Change+160 (+6%)
Value$4.9M (-$158.6K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
INCREASED
Shares2,659 from 2,567
Change+92 (+4%)
Value$4.8M (-$290.6K)
Filed 2026-10-08
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares2,652 from 2,463
Change+189 (+8%)
Value$4.8M (-$91.4K)
Filed 2026-10-15
Banque Pictet & CIE SA
DECREASED
Shares2,637 from 2,679
Change-42 (-2%)
Value$4.8M (-$552.3K)
Filed 2026-10-16
Narwhal Capital Management
INCREASED
Shares2,631 from 1,235
Change+1,396 (+113%)
Value$4.8M (+$2.3M)
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares2,631 from 2,618
Change+13 (+1%)
Value$4.4M (+$264.8K)
Filed 2026-11-02
Guerra PAN Advisors, LLC
DECREASED
Shares2,600 from 2,601
Change-1 (0%)
Value$4.3M (-$892.0K)
Filed 2026-10-26
Cullinan Associates Inc
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$4.7M (-$462.2K)
Filed 2026-11-03
Boomfish Wealth Group, LLC
INCREASED
Shares2,572 from 2,481
Change+91 (+4%)
Value$4.7M (-$276.2K)
Filed 2026-10-22
Triasima Portfolio Management inc.
UNCHANGED
Shares2,571 from 2,571
Change0 (0%)
Value$4.7M (-$457.0K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares2,533 from 2,038
Change+495 (+24%)
Value$4.5M (+$448.5K)
Filed 2026-10-23
RMR Wealth Builders
INCREASED
Shares2,520 from 2,061
Change+459 (+22%)
Value$4.6M (+$465.9K)
Filed 2026-10-22
DE Burlo Group Inc
DECREASED
Shares2,520 from 2,810
Change-290 (-10%)
Value$4.6M (-$1.0M)
Filed 2026-11-05
Victrix Investment Advisors
INCREASED
Shares2,505 from 2,482
Change+23 (+1%)
Value$4.5M (-$399.6K)
Filed 2026-10-13
Ervin Investment Management, LLC
INCREASED
Shares2,500 from 2,499
Change+1 (+0%)
Value$4.5M (-$442.4K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares2,492 from 2,417
Change+75 (+3%)
Value$4.5M (-$293.7K)
Filed 2026-10-16
Great Lakes Retirement, Inc.
INCREASED
Shares2,481 from 2,408
Change+73 (+3%)
Value$4.5M (-$295.9K)
Filed 2026-10-26
Perennial Advisors, LLC
DECREASED
Shares2,450 from 2,456
Change-6 (0%)
Value$4.4M (-$447.5K)
Filed 2026-10-13
Ascent Group, LLC
INCREASED
Shares2,434 from 2,397
Change+37 (+2%)
Value$4.4M (-$359.1K)
Filed 2026-10-30
NorthCrest Asset Manangement, LLC
INCREASED
Shares2,432 from 2,420
Change+12 (+1%)
Value$4.3M (-$61.8K)
Filed 2026-10-13
Autumn Glory Partners, LLC
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$4.4M (-$430.6K)
Filed 2026-10-26
Formidable Asset Management, LLC
DECREASED
Shares2,412 from 2,558
Change-146 (-6%)
Value$4.8M (+$1.4M)
Filed 2026-11-03
Strengthening Families & Communities, LLC
DECREASED
Shares2,406 from 2,440
Change-34 (-1%)
Value$4.4M (-$494.2K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares2,395 from 2,008
Change+387 (+19%)
Value$4.3M (+$343.4K)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares2,393 from 2,389
Change+4 (+0%)
Value$4.3M (-$416.5K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares2,340 from 3,297
Change-957 (-29%)
Value$4.2M (-$2.3M)
Filed 2026-10-21
Stackstone Wealth, LLC
NEW
Shares2,306
Change+2,306
Value$4.2M
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares2,288 from 2,900
Change-612 (-21%)
Value$4.1M (-$1.6M)
Filed 2026-10-15
Bridgelight Financial Advisors, Inc.
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$4.1M (-$403.5K)
Filed 2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED
Shares2,251 from 2,185
Change+66 (+3%)
Value$4.1M (-$268.9K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
INCREASED
Shares2,240 from 507
Change+1,733 (+342%)
Value$4.1M (+$3.0M)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,237 from 1,791
Change+446 (+25%)
Value$4.1M (+$488.7K)
Filed 2026-10-08
Karras Company, Inc.
DECREASED
Shares2,220 from 2,315
Change-95 (-4%)
Value$4.0M (-$582.3K)
Filed 2026-10-16
Portside Wealth Group, LLC
INCREASED
Shares2,216 from 2,180
Change+36 (+2%)
Value$4.0M (-$322.3K)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares2,201 from 2,243
Change-42 (-2%)
Value$4.0M (-$474.2K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
DECREASED
Shares2,178 from 2,237
Change-59 (-3%)
Value$3.9M (-$504.5K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares2,172 from 2,167
Change+5 (+0%)
Value$3.9M (-$377.1K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares2,171 from 2,002
Change+169 (+8%)
Value$3.9M (-$50.2K)
Filed 2026-10-22
Weaver Capital Management LLC
INCREASED
Shares2,139 from 1,782
Change+357 (+20%)
Value$3.9M (+$1.5M)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares2,135 from 3,632
Change-1,497 (-41%)
Value$3.9M (-$3.4M)
Filed 2026-10-30
SLT Holdings LLC
INCREASED
Shares2,130 from 2,030
Change+100 (+5%)
Value$3.9M (-$179.7K)
Filed 2026-10-15
VestGen Advisors, LLC
INCREASED
Shares2,125 from 2,031
Change+94 (+5%)
Value$3.8M (-$190.8K)
Filed 2026-10-27
Legacy Bridge, LLC
DECREASED
Shares2,124 from 2,126
Change-2 (0%)
Value$3.8M (-$381.6K)
Filed 2026-10-28
Greenleaf Trust
DECREASED
Shares2,115 from 2,403
Change-288 (-12%)
Value$3.8M (-$948.9K)
Filed 2026-10-29
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares2,113 from 2,127
Change-14 (-1%)
Value$3.8M (-$403.5K)
Filed 2026-10-16
Louisbourg Investments Inc.
INCREASED
Shares2,100 from 100
Change+2,000 (+2000%)
Value$3.8M (+$3.6M)
Filed 2026-10-20
Romano Brothers and Company
DECREASED
Shares2,079 from 2,246
Change-167 (-7%)
Value$3.8M (-$701.8K)
Filed 2026-10-22
Cypress Asset Management Inc
DECREASED
Shares2,076 from 2,108
Change-32 (-2%)
Value$3.8M (-$432.7K)
Filed 2026-10-09
Royal Fund Management, LLC
DECREASED
Shares2,072 from 2,119
Change-47 (-2%)
Value$3.8M (-$461.9K)
Filed 2026-10-22
Aprio Wealth Management, LLC
INCREASED
Shares2,071 from 1,974
Change+97 (+5%)
Value$3.8M (-$175.2K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares2,060 from 2,029
Change+31 (+2%)
Value$3.7M (-$305.8K)
Filed 2026-10-13
Sterling Capital Management LLC
DECREASED
Shares2,058 from 2,305
Change-247 (-11%)
Value$3.7M (-$857.2K)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,049 from 1,643
Change+406 (+25%)
Value$3.7M (+$443.5K)
Filed 2026-10-27
Goldenstone Wealth Management LLC
INCREASED
Shares2,021 from 2,007
Change+14 (+1%)
Value$3.7M (-$332.4K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
INCREASED
Shares2,006 from 1,846
Change+160 (+9%)
Value$3.6M (-$38.3K)
Filed 2026-10-13
Investment Partners, Ltd.
INCREASED
Shares1,999 from 1,013
Change+986 (+97%)
Value$3.6M (+$1.6M)
Filed 2026-10-29
Leelyn Smith, LLC
INCREASED
Shares1,998 from 1,972
Change+26 (+1%)
Value$3.6M (-$303.5K)
Filed 2026-11-03
Midwest Professional Planners, Ltd.
DECREASED
Shares1,996 from 2,051
Change-55 (-3%)
Value$3.6M (-$464.3K)
Filed 2026-10-29
KPP Advisory Services LLC
INCREASED
Shares1,993 from 1,990
Change+3 (+0%)
Value$3.6M (-$348.0K)
Filed 2026-10-26
Legacy Wealth Asset Management, LLC
DECREASED
Shares1,986 from 2,085
Change-99 (-5%)
Value$3.6M (-$550.0K)
Filed 2026-10-09
Harrington Investments, Inc
INCREASED
Shares1,972 from 1,804
Change+168 (+9%)
Value$3.6M (-$16.3K)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
INCREASED
Shares1,965 from 1,918
Change+47 (+2%)
Value$3.6M (-$255.8K)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares1,963 from 1,669
Change+294 (+18%)
Value$3.6M (+$235.9K)
Filed 2026-11-03
Werlinich Asset Management, LLC
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$3.6M (-$348.4K)
Filed 2026-10-09
Altfest L J & Co Inc
INCREASED
Shares1,959 from 368
Change+1,591 (+432%)
Value$3.5M (+$2.8M)
Filed 2026-10-27
Congress Park Capital LLC
DECREASED
Shares1,925 from 2,033
Change-108 (-5%)
Value$3.5M (-$557.1K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares1,911 from 1,785
Change+126 (+7%)
Value$3.5M (-$90.1K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares1,899 from 2,008
Change-109 (-5%)
Value$3.4M (-$554.3K)
Filed 2026-10-22
Nvwm, LLC
INCREASED
Shares1,894 from 1,874
Change+20 (+1%)
Value$3.4M (-$296.9K)
Filed 2026-10-14
Central Pacific Bank - Trust Division
DECREASED
Shares1,891 from 2,158
Change-267 (-12%)
Value$3.4M (-$867.3K)
Filed 2026-10-06
Abel Hall, LLC
DECREASED
Shares1,885 from 1,916
Change-31 (-2%)
Value$3.4M (-$396.8K)
Filed 2026-10-19
Versant Capital Management, Inc
INCREASED
Shares1,874 from 1,818
Change+56 (+3%)
Value$3.4M (-$221.7K)
Filed 2026-10-02
Ativo Capital Management LLC
INCREASED
Shares1,857 from 1,696
Change+161 (+9%)
Value$3.4M (-$10.0K)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,835 from 1,924
Change-89 (-5%)
Value$3.3M (-$503.3K)
Filed 2026-10-27
Norden Group LLC
DECREASED
Shares1,832 from 1,905
Change-73 (-4%)
Value$3.3M (-$470.9K)
Filed 2026-10-20
Madden Securities Corp
DECREASED
Shares1,830 from 1,835
Change-5 (0%)
Value$3.3M (-$335.3K)
Filed 2026-10-27
Gold Investment Management Ltd.
DECREASED
Shares1,824 from 1,875
Change-51 (-3%)
Value$3.3M (-$425.7K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares1,781 from 2,247
Change-466 (-21%)
Value$3.2M (-$1.2M)
Filed 2026-10-15
Dillon & Associates Inc
INCREASED
Shares1,778 from 1,724
Change+54 (+3%)
Value$3.2K (-$207)
Filed 2026-10-22
PDS Planning, Inc
DECREASED
Shares1,763 from 1,856
Change-93 (-5%)
Value$3.2M (-$498.4K)
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares1,755 from 1,637
Change+118 (+7%)
Value$3.2M (-$77.2K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares1,750 from 1,646
Change+104 (+6%)
Value$3.2M (-$104.2K)
Filed 2026-11-05
Financial Perspectives, Inc
DECREASED
Shares1,747 from 1,757
Change-10 (-1%)
Value$3.2M (-$330.8K)
Filed 2026-11-03
LVW Advisors, LLC
INCREASED
Shares1,735 from 1,410
Change+325 (+23%)
Value$3.1M (+$338.1K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,720 from 1,671
Change+49 (+3%)
Value$3.1K (-$219)
Filed 2026-11-04
Point Nemo Capital, LLC
INCREASED
Shares1,717 from 1,556
Change+161 (+10%)
Value$3.1M (+$15.1K)
Filed 2026-11-03
Parsons Capital Management Inc
INCREASED
Shares1,715 from 1,700
Change+15 (+1%)
Value$3.1M (-$275.0K)
Filed 2026-10-28
DSG Capital Advisors, LLC
INCREASED
Shares1,712 from 1,062
Change+650 (+61%)
Value$3.1M (+$1.2M)
Filed 2026-11-05
Sentinel Trust Co LBA
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$3.1K (-$304)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares1,664
Change+1,664
Value$3.0M
Filed 2026-10-21
Founders Financial Securities LLC
DECREASED
Shares1,664 from 1,713
Change-49 (-3%)
Value$3.0M (-$393.3K)
Filed 2026-10-28
Matauro, LLC
NEW
Shares1,658
Change+1,658
Value$3.0M
Filed 2026-11-03
Finer Wealth Management, Inc.
INCREASED
Shares1,657 from 1,647
Change+10 (+1%)
Value$3.0M (-$274.7K)
Filed 2026-10-16
State of Michigan Retirement System
UNCHANGED
Shares1,646 from 1,646
Change0 (0%)
Value$3.0M (-$292.6K)
Filed 2026-10-27
Viewpoint Investment Partners Corp
INCREASED
Shares1,639 from 1,130
Change+509 (+45%)
Value$3.4M (+$835.4K)
Filed 2026-10-26
Columbia Asset Management
DECREASED
Shares1,634 from 1,779
Change-145 (-8%)
Value$3.0M (-$578.9K)
Filed 2026-10-19
Csenge Advisory Group
DECREASED
Shares1,616 from 1,661
Change-45 (-3%)
Value$2.9M (-$377.3K)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,604 from 1,606
Change-2 (0%)
Value$2.9M (-$289.1K)
Filed 2026-10-28
Franchise GP Ltd
NEW
Shares1,582
Change+1,582
Value$2.9M
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares1,565
Change+1,565
Value$2.8M
Filed 2026-10-28
Bank of Stockton
DECREASED
Shares1,559 from 1,609
Change-50 (-3%)
Value$2.8M (-$376.6K)
Filed 2026-10-20
Orser Capital Management, LLC
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$2.8M (-$276.3K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
DECREASED
Shares1,549 from 1,603
Change-54 (-3%)
Value$2.6M (-$593.2K)
Filed 2026-11-02
Channing Global Advisors, LLC
DECREASED
Shares1,538 from 1,624
Change-86 (-5%)
Value$2.8M (-$444.5K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares1,538 from 1,493
Change+45 (+3%)
Value$2.8M (-$184.8K)
Filed 2026-10-26
Tctc Holdings, LLC
INCREASED
Shares1,537 from 1,527
Change+10 (+1%)
Value$2.8M (-$253.3K)
Filed 2026-11-02
Elevate Capital Advisors, LLC
INCREASED
Shares1,536 from 1,432
Change+104 (+7%)
Value$2.8M (-$66.2K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares1,531
Change+1,531
Value$2.8M
Filed 2026-11-03
Marks Group Wealth Management, Inc
DECREASED
Shares1,526 from 1,689
Change-163 (-10%)
Value$2.8M (-$595.6K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
INCREASED
Shares1,524 from 1,128
Change+396 (+35%)
Value$2.7M (+$585.4K)
Filed 2026-10-26
Northside Capital Management, LLC
UNCHANGED
Shares1,512 from 1,512
Change0 (0%)
Value$2.7M (-$268.9K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares1,508 from 1,433
Change+75 (+5%)
Value$2.7M (-$118.9K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,508 from 1,508
Change0 (0%)
Value$2.7M (-$268.1K)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED
Shares1,498 from 1,389
Change+109 (+8%)
Value$2.7M (-$51.0K)
Filed 2026-10-13
Riverbridge Partners LLC
DECREASED
Shares1,497 from 1,674
Change-177 (-11%)
Value$2.7M (-$618.3K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares1,489 from 1,387
Change+102 (+7%)
Value$2.7M (-$62.6K)
Filed 2026-10-20
Five Oceans Advisors
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$2.7M (-$262.0K)
Filed 2026-10-22
Wealth Advisory Solutions, LLC
DECREASED
Shares1,469 from 1,470
Change-1 (0%)
Value$2.7M (-$263.1K)
Filed 2026-10-20
Trust Point Inc.
INCREASED
Shares1,463 from 1,433
Change+30 (+2%)
Value$2.7M (-$200.4K)
Filed 2026-10-27
Guardian Partners Inc.
NEW
Shares1,440
Change+1,440
Value$2.6M
Filed 2026-10-21
Carnegie Investment Counsel
DECREASED
Shares1,433 from 1,522
Change-89 (-6%)
Value$2.6M (-$431.8K)
Filed 2026-10-20
Confluence Investment Management LLC
DECREASED
Shares1,424 from 1,439
Change-15 (-1%)
Value$2.6M (-$283.0K)
Filed 2026-10-01
Eastern Bank
INCREASED
Shares1,421 from 1,246
Change+175 (+14%)
Value$2.6M (+$95.5K)
Filed 2026-10-05
Larson Financial Group LLC
DECREASED
Shares1,411 from 1,496
Change-85 (-6%)
Value$2.6M (-$418.6K)
Filed 2026-11-05
Sage Rhino Capital LLC
INCREASED
Shares1,404 from 1,398
Change+6 (+0%)
Value$2.5M (-$237.7K)
Filed 2026-10-28
Draper Asset Management, LLC
INCREASED
Shares1,398 from 1,343
Change+55 (+4%)
Value$2.5M (-$139.2K)
Filed 2026-10-09
Malaga Cove Capital, LLC
DECREASED
Shares1,395 from 1,507
Change-112 (-7%)
Value$2.5M (-$470.8K)
Filed 2026-10-23
Wealth Quarterback LLC
INCREASED
Shares1,375 from 1,308
Change+67 (+5%)
Value$2.5M (-$111.5K)
Filed 2026-10-20
Doliver Advisors, LP
DECREASED
Shares1,371 from 1,385
Change-14 (-1%)
Value$2.5M (-$271.6K)
Filed 2026-10-01
Linden Thomas Advisory Services, LLC
INCREASED
Shares1,354 from 1,014
Change+340 (+34%)
Value$2.5M (+$435.7K)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares1,343 from 852
Change+491 (+58%)
Value$2.4M (+$737.4K)
Filed 2026-11-04
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares1,339 from 1,323
Change+16 (+1%)
Value$2.4M (-$206.2K)
Filed 2026-10-14
Valley Brook Capital Group, Inc.
INCREASED
Shares1,337 from 1,305
Change+32 (+2%)
Value$2.4M (-$174.0K)
Filed 2026-10-26
Interchange Capital Partners, LLC
INCREASED
Shares1,326 from 1,305
Change+21 (+2%)
Value$2.4M (-$195.0K)
Filed 2026-10-28
International Assets Investment Management, LLC
INCREASED
Shares1,324 from 1,296
Change+28 (+2%)
Value$2.4M (-$5.9K)
Filed 2026-11-02
NWF Advisory Services Inc.
DECREASED
Shares1,320 from 1,394
Change-74 (-5%)
Value$2.4M (-$381.9K)
Filed 2026-10-19
Argonautica Private Wealth Management, Inc
INCREASED
Shares1,317 from 854
Change+463 (+54%)
Value$2.4M (+$687.0K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares1,316 from 1,227
Change+89 (+7%)
Value$2.4M (-$58.1K)
Filed 2026-10-16
Perryman Financial Advisory Inc
INCREASED
Shares1,310 from 1,300
Change+10 (+1%)
Value$2.4M (-$213.0K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
INCREASED
Shares1,305 from 1,290
Change+15 (+1%)
Value$2.4M (-$202.1K)
Filed 2026-10-21
Keudell ison Wealth Management
DECREASED
Shares1,301 from 1,305
Change-4 (0%)
Value$2.4M (-$239.2K)
Filed 2026-10-16
Tuttle Capital Management, LLC
DECREASED
Shares1,300 from 1,661
Change-361 (-22%)
Value$2.4M (-$949.3K)
Filed 2026-10-21
V-Square Quantitative Management LLC
DECREASED
Shares1,293 from 1,319
Change-26 (-2%)
Value$2.3M (-$281.6K)
Filed 2026-10-15
Financial & Tax Architects, LLC
DECREASED
Shares1,287 from 1,615
Change-328 (-20%)
Value$2.3M (-$881.3K)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
DECREASED
Shares1,275 from 2,011
Change-736 (-37%)
Value$2.3M (-$1.7M)
Filed 2026-11-03
Wellington Shields & Co., LLC
INCREASED
Shares1,275 from 602
Change+673 (+112%)
Value$2.3M (+$1.1M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$2.3M (-$226.7K)
Filed 2026-11-03
Bank of New Hampshire
INCREASED
Shares1,257 from 1,219
Change+38 (+3%)
Value$2.3M (-$147.9K)
Filed 2026-10-06
180 Wealth Advisors, LLC
DECREASED
Shares1,253 from 1,256
Change-3 (0%)
Value$2.3M (-$228.8K)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares1,235 from 1,734
Change-499 (-29%)
Value$2.2M (-$1.2M)
Filed 2026-10-16
Quadcap Wealth Management, LLC
DECREASED
Shares1,233 from 1,273
Change-40 (-3%)
Value$2.2M (-$298.8K)
Filed 2026-11-02
True North Advisors, LLC
DECREASED
Shares1,231 from 1,252
Change-21 (-2%)
Value$2.2M (-$260.4K)
Filed 2026-10-22
Xponance LLC
INCREASED
Shares1,229 from 1,078
Change+151 (+14%)
Value$2.2M (+$81.9K)
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares1,214
Change+1,214
Value$2.2K
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares1,214 from 1,109
Change+105 (+9%)
Value$2.2M (-$6.8K)
Filed 2026-11-04
Burford Brothers, Inc.
INCREASED
Shares1,214 from 1,210
Change+4 (+0%)
Value$2.2M (-$207.9K)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares1,213 from 1,036
Change+177 (+17%)
Value$2.1M (+$284.7K)
Filed 2026-10-09
SevenBridge Financial Group, LLC
DECREASED
Shares1,210 from 1,220
Change-10 (-1%)
Value$2.0M (-$150.7K)
Filed 2026-10-26
Virtue Asset Management LLC
INCREASED
Shares1,209 from 1,158
Change+51 (+4%)
Value$2.2M (-$112.6K)
Filed 2026-10-21
Evansbrook LLC
INCREASED
Shares1,203 from 1,140
Change+63 (+6%)
Value$2.2M (-$88.5K)
Filed 2026-10-16
Boston Trust Walden Corp
DECREASED
Shares1,188 from 1,189
Change-1 (0%)
Value$2.2M (-$213.2K)
Filed 2026-10-30
Williams Jones Wealth Management, Llc.
INCREASED
Shares1,185 from 1,146
Change+39 (+3%)
Value$2.1M (-$133.1K)
Filed 2026-11-05
Waldron Private Wealth LLC
INCREASED
Shares1,185 from 1,160
Change+25 (+2%)
Value$2.1M (-$160.9K)
Filed 2026-11-02
Mattern Capital Management, LLC
DECREASED
Shares1,175 from 1,194
Change-19 (-2%)
Value$2.1M (-$246.7K)
Filed 2026-11-02
Parnassus Investments, LLC
INCREASED
Shares1,175 from 1,169
Change+6 (+1%)
Value$2.1M (-$196.9K)
Filed 2026-10-22
Cookson Peirce & Co Inc
INCREASED
Shares1,169 from 732
Change+437 (+60%)
Value$2.1M (+$661.6K)
Filed 2026-10-30
Essex Bank
DECREASED
Shares1,162 from 1,182
Change-20 (-2%)
Value$2.1M (-$246.4K)
Filed 2026-10-16
Biltmore Family Office, LLC
INCREASED
Shares1,160 from 1,155
Change+5 (+0%)
Value$2.1M (-$196.3K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares1,154 from 1,088
Change+66 (+6%)
Value$2.1M (-$73.9K)
Filed 2026-10-22
Gibbs Wealth Management
INCREASED
Shares1,153 from 972
Change+181 (+19%)
Value$2.1M (+$154.4K)
Filed 2026-10-22
Parisi Gray Wealth Management
INCREASED
Shares1,152 from 1,050
Change+102 (+10%)
Value$2.1M (-$1.2K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$2.1M (-$204.8K)
Filed 2026-10-16
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares1,151 from 843
Change+308 (+37%)
Value$2.1M (+$408.1K)
Filed 2026-10-14
Mitchell Sinkler & Starr
DECREASED
Shares1,151 from 1,171
Change-20 (-2%)
Value$2.1M (-$244.4K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares1,148 from 1,175
Change-27 (-2%)
Value$2.1M (-$258.2K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
DECREASED
Shares1,143 from 1,230
Change-87 (-7%)
Value$1.8M (-$421.1K)
Filed 2026-10-27
May Hill Capital, LLC
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$2.1M (-$202.5K)
Filed 2026-11-03
BG Investment Services, LLC
NEW
Shares1,136
Change+1,136
Value$2.1M
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
DECREASED
Shares1,123 from 1,132
Change-9 (-1%)
Value$2.0M (-$217.5K)
Filed 2026-11-05
Global Trust Asset Management, LLC
DECREASED
Shares1,107 from 1,111
Change-4 (0%)
Value$2.0M (-$204.8K)
Filed 2026-10-19
Sendero Wealth Management, LLC
INCREASED
Shares1,106 from 541
Change+565 (+104%)
Value$2.0M (+$927.4K)
Filed 2026-10-14
Anchyra Partners LLC
INCREASED
Shares1,100 from 808
Change+292 (+36%)
Value$2.0M (+$385.4K)
Filed 2026-10-13
Davidson Kahn Capital Management, LLC
DECREASED
Shares1,097 from 1,215
Change-118 (-10%)
Value$2.0M (-$429.8K)
Filed 2026-10-26
Diversified Enterprises, LLC
INCREASED
Shares1,084 from 1,044
Change+40 (+4%)
Value$2.0M (-$113.1K)
Filed 2026-10-19
Kendall Capital Management
INCREASED
Shares1,071 from 879
Change+192 (+22%)
Value$1.9M (+$191.6K)
Filed 2026-10-23
Crew Capital Management, Ltd
INCREASED
Shares1,058 from 1,032
Change+26 (+3%)
Value$1.9M (-$136.4K)
Filed 2026-10-28
Alessandra Capital Management, LLC
DECREASED
Shares1,057 from 1,568
Change-511 (-33%)
Value$1.9M (-$1.2M)
Filed 2026-10-30
SAX Wealth Advisors, LLC
NEW
Shares1,053
Change+1,053
Value$1.9M
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares1,051 from 982
Change+69 (+7%)
Value$1.9M (-$49.5K)
Filed 2026-10-20
South Shore Capital Advisors
DECREASED
Shares1,033 from 1,281
Change-248 (-19%)
Value$1.9M (-$671.9K)
Filed 2026-10-20
BKM Wealth Management, LLC
DECREASED
Shares1,030 from 1,102
Change-72 (-7%)
Value$1.9M (-$326.3K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED
Shares1,025 from 1,002
Change+23 (+2%)
Value$1.9M (-$136.5K)
Filed 2026-10-23
BayBridge Capital Group, LLC
DECREASED
Shares1,024 from 1,039
Change-15 (-1%)
Value$1.9M (-$212.0K)
Filed 2026-10-13
Radnor Capital Management, LLC
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$1.8M (-$181.5K)
Filed 2026-10-23
Lmcg Investments, LLC
DECREASED
Shares1,011 from 1,022
Change-11 (-1%)
Value$1.8M (-$201.6K)
Filed 2026-10-21
Snider Financial Group
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$1.8M (-$179.2K)
Filed 2026-10-16
Cache Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1.8M (-$177.8K)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$1.8M (-$168.7K)
Filed 2026-11-02
Byrne Asset Management LLC
INCREASED
Shares995 from 953
Change+42 (+4%)
Value$1.8M (-$96.5K)
Filed 2026-10-06
1834 Investment Advisors Co
INCREASED
Shares995 from 963
Change+32 (+3%)
Value$1.8M (-$113.2K)
Filed 2026-10-16
Archford Capital Strategies, LLC
DECREASED
Shares994 from 1,020
Change-26 (-3%)
Value$1.8M (-$228.4K)
Filed 2026-10-19
ANB Bank
INCREASED
Shares981 from 979
Change+2 (+0%)
Value$1.8M (-$170.4K)
Filed 2026-10-09
Shelton Wealth Management, LLC
DECREASED
Shares975 from 1,071
Change-96 (-9%)
Value$1.8M (-$364.3K)
Filed 2026-10-16
Gryphon Financial Partners LLC
DECREASED
Shares974 from 977
Change-3 (0%)
Value$1.8M (-$179.1K)
Filed 2026-11-04
Heck Capital Advisors, LLC
INCREASED
Shares972 from 947
Change+25 (+3%)
Value$1.8M (-$123.1K)
Filed 2026-10-14
Arbor Investment Advisors, LLC
DECREASED
Shares970 from 980
Change-10 (-1%)
Value$1.8M (-$192.3K)
Filed 2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED
Shares961 from 943
Change+18 (+2%)
Value$1.7M (-$134.8K)
Filed 2026-11-05
Willner & Heller, LLC
INCREASED
Shares957 from 940
Change+17 (+2%)
Value$1.7M (-$136.3K)
Filed 2026-10-28
First National Bank Sioux Falls
DECREASED
Shares953 from 976
Change-23 (-2%)
Value$1.7M (+$349.6K)
Filed 2026-10-13
Values First Advisors, Inc.
DECREASED
Shares951 from 976
Change-25 (-3%)
Value$1.7M (-$217.0K)
Filed 2026-10-23
Lockheed Martin Investment Management Co
DECREASED
Shares950 from 1,000
Change-50 (-5%)
Value$1.7M (-$268.4K)
Filed 2026-11-04
Valley National Advisers Inc
DECREASED
Shares948 from 1,050
Change-102 (-10%)
Value$1.7M (-$371.4K)
Filed 2026-10-23
Greenspring Advisors, LLC
INCREASED
Shares946 from 855
Change+91 (+11%)
Value$1.7M (+$12.8K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$1.7M (-$167.5K)
Filed 2026-10-26
Advisory Resource Group
DECREASED
Shares942 from 1,049
Change-107 (-10%)
Value$1.7M (-$380.8K)
Filed 2026-10-26
Tandem Capital Management Corp
DECREASED
Shares941 from 955
Change-14 (-1%)
Value$1.7M (-$195.1K)
Filed 2026-10-22
Novem Group
DECREASED
Shares941 from 950
Change-9 (-1%)
Value$1.7M (-$184.7K)
Filed 2026-10-19
Heritage Investors Management Corp
DECREASED
Shares940 from 949
Change-9 (-1%)
Value$1.7K (-$185)
Filed 2026-10-29
Rudd Co d/b/a Styre Wealth
NEW
Shares929
Change+929
Value$1.5M
Filed 2026-10-29
Bingham Private Wealth, LLC
INCREASED
Shares921 from 905
Change+16 (+2%)
Value$1.7M (-$131.9K)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares906 from 697
Change+209 (+30%)
Value$1.6M (+$254.7K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
DECREASED
Shares903 from 987
Change-84 (-9%)
Value$1.6M (-$366.6K)
Filed 2026-10-27
Family Capital Management, Inc.
DECREASED
Shares902 from 908
Change-6 (-1%)
Value$1.6M (-$172.3K)
Filed 2026-11-03
AXS Investments LLC
NEW
Shares888
Change+888
Value$1.6M
Filed 2026-11-04
Highland Capital Management, LLC
INCREASED
Shares884 from 704
Change+180 (+26%)
Value$1.6M (+$201.0K)
Filed 2026-10-26
PUREfi Wealth, LLC
INCREASED
Shares884 from 879
Change+5 (+1%)
Value$1.6M (-$147.2K)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares881 from 421
Change+460 (+109%)
Value$1.6M (+$758.5K)
Filed 2026-11-05
Angeles Wealth Management, LLC
INCREASED
Shares871 from 815
Change+56 (+7%)
Value$1.6M (-$43.4K)
Filed 2026-10-26
Belvedere Trading LLC
INCREASED
Shares871 from 830
Change+41 (+5%)
Value$1.6M (-$73.3K)
Filed 2026-11-05
Argos Wealth Advisors, LLC
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$1.6M (-$153.9K)
Filed 2026-11-02
Harbour Capital Advisors, LLC
INCREASED
Shares850 from 843
Change+7 (+1%)
Value$1.5M (+$24.8K)
Filed 2026-10-13
Simon Quick Advisors, LLC
INCREASED
Shares845 from 840
Change+5 (+1%)
Value$1.5M (-$140.0K)
Filed 2026-10-26
Capital Advisors Wealth Management, LLC
INCREASED
Shares843 from 443
Change+400 (+90%)
Value$1.5M (+$645.9K)
Filed 2026-10-09
MW Advisory, LLC
INCREASED
Shares839 from 691
Change+148 (+21%)
Value$1.5M (+$145.3K)
Filed 2026-10-19
Canopy Partners, LLC
DECREASED
Shares838 from 857
Change-19 (-2%)
Value$1.5M (-$186.8K)
Filed 2026-10-28
Investment Research Partners LLC
INCREASED
Shares834 from 823
Change+11 (+1%)
Value$1.5M (-$126.4K)
Filed 2026-10-19
SP Asset Management LLC
INCREASED
Shares827 from 528
Change+299 (+57%)
Value$1.5M (+$447.1K)
Filed 2026-11-05
Almanack Investment Partners, Llc.
INCREASED
Shares826 from 817
Change+9 (+1%)
Value$1.5M (-$128.9K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares825 from 903
Change-78 (-9%)
Value$1.5M (-$301.8K)
Filed 2026-10-20
Yousif Capital Management, LLC
INCREASED
Shares825 from 787
Change+38 (+5%)
Value$1.5M (-$71.1K)
Filed 2026-10-22
Traveka Wealth, LLC
INCREASED
Shares823 from 694
Change+129 (+19%)
Value$1.5M (+$110.3K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares815 from 1,157
Change-342 (-30%)
Value$1.5M (-$825.2K)
Filed 2026-10-28
Armor Investment Advisors, LLC
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$1.5M (-$144.7K)
Filed 2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED
Shares810 from 800
Change+10 (+1%)
Value$1.3M (-$85.1K)
Filed 2026-10-21
Stableford Capital II LLC
DECREASED
Shares806 from 1,466
Change-660 (-45%)
Value$1.5M (-$1.5M)
Filed 2026-10-09
MBA Advisors LLC
INCREASED
Shares806 from 782
Change+24 (+3%)
Value$1.5M (-$95.5K)
Filed 2026-10-29
Net Worth Advisory Group
DECREASED
Shares805 from 878
Change-73 (-8%)
Value$1.5M (-$290.4K)
Filed 2026-10-20
First American Bank
DECREASED
Shares802 from 824
Change-22 (-3%)
Value$1.5M (-$186.3K)
Filed 2026-10-27
AA Financial Advisors, LLC
INCREASED
Shares802 from 800
Change+2 (+0%)
Value$1.5M (-$138.9K)
Filed 2026-10-19
Values Added Financial LLC
INCREASED
Shares801 from 793
Change+8 (+1%)
Value$1.5M (-$126.5K)
Filed 2026-10-28
Maxi Investments CY Ltd
NEW
Shares800
Change+800
Value$1.4K
Filed 2026-10-26
Cromwell Holdings LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$1.4M (-$142.2K)
Filed 2026-10-28
Abacus Wealth Partners, LLC
INCREASED
Shares799 from 777
Change+22 (+3%)
Value$1.4M (-$98.3K)
Filed 2026-11-03
BankChampaign, National Association
INCREASED
Shares794 from 788
Change+6 (+1%)
Value$1.4M (-$129.2K)
Filed 2026-10-19
Certuity, LLC
DECREASED
Shares793 from 814
Change-21 (-3%)
Value$1.4M (-$146.6K)
Filed 2026-11-02
Defined Wealth Management, LLC
INCREASED
Shares792 from 766
Change+26 (+3%)
Value$1.4M (-$89.1K)
Filed 2026-10-19
J.Safra Asset Management Corp
INCREASED
Shares790 from 692
Change+98 (+14%)
Value$1.4M (+$54.5K)
Filed 2026-11-03
First Citizens Bank & Trust Co
INCREASED
Shares790 from 750
Change+40 (+5%)
Value$1.4M (-$60.9K)
Filed 2026-10-14
Trust Co of Toledo NA
DECREASED
Shares789 from 792
Change-3 (0%)
Value$1.4M (-$146.2K)
Filed 2026-10-16
Elevated Private Wealth, LLC
DECREASED
Shares787 from 862
Change-75 (-9%)
Value$1.4M (-$289.1K)
Filed 2026-10-15
WoodTrust Financial Corp
INCREASED
Shares784 from 749
Change+35 (+5%)
Value$1.4K (-$70)
Filed 2026-10-09
Avestar Capital, LLC
DECREASED
Shares780 from 1,431
Change-651 (-45%)
Value$1.4M (-$1.4M)
Filed 2026-10-28
Roman Butler Fullerton & Co
DECREASED
Shares780 from 998
Change-218 (-22%)
Value$1.3M (-$435.6K)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
DECREASED
Shares777 from 855
Change-78 (-9%)
Value$1.4M (-$287.8K)
Filed 2026-10-13
1900 Wealth Management LLC
INCREASED
Shares777 from 741
Change+36 (+5%)
Value$1.4M (-$66.5K)
Filed 2026-10-13
Pembroke Management, LTD
INCREASED
Shares775 from 441
Change+334 (+76%)
Value$1.4M (+$526.7K)
Filed 2026-10-21
Hilltop National Bank
DECREASED
Shares773 from 809
Change-36 (-4%)
Value$1.4M (-$209.0K)
Filed 2026-10-14
NovaPoint Capital, LLC
DECREASED
Shares773 from 786
Change-13 (-2%)
Value$1.4M (-$163.3K)
Filed 2026-10-22
Collaborative Fund Advisors, LLC
INCREASED
Shares771 from 477
Change+294 (+62%)
Value$1.4M (+$447.8K)
Filed 2026-11-02
HBW Advisory Services LLC
DECREASED
Shares766 from 1,465
Change-699 (-48%)
Value$1.4M (-$1.5M)
Filed 2026-10-15
Legacy Advisors, LLC
DECREASED
Shares763 from 1,126
Change-363 (-32%)
Value$1.4M (-$857.8K)
Filed 2026-10-19
Brucke Financial, Inc.
INCREASED
Shares761 from 736
Change+25 (+3%)
Value$1.4M (-$85.5K)
Filed 2026-10-23
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares759 from 935
Change-176 (-19%)
Value$1.4M (-$485.1K)
Filed 2026-10-20
Occidental Asset Management, LLC
DECREASED
Shares758 from 1,180
Change-422 (-36%)
Value$1.4M (-$975.3K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares757 from 689
Change+68 (+10%)
Value$1.4M (+$719)
Filed 2026-10-23
Atlas Brown,Inc.
DECREASED
Shares755 from 758
Change-3 (0%)
Value$1.4M (-$139.7K)
Filed 2026-10-09
Sweeney & Michel, LLC
INCREASED
Shares747 from 734
Change+13 (+2%)
Value$1.4M (+$75.2K)
Filed 2026-10-16
Cordatus Wealth Management LLC
DECREASED
Shares745 from 965
Change-220 (-23%)
Value$1.3M (-$570.1K)
Filed 2026-10-19
First Pacific Financial
DECREASED
Shares743 from 759
Change-16 (-2%)
Value$1.3M (-$163.9K)
Filed 2026-10-14
Curtis Advisory Group, LLC
INCREASED
Shares740 from 720
Change+20 (+3%)
Value$1.3M (-$91.8K)
Filed 2026-10-28
JGP Wealth Management, LLC
INCREASED
Shares739 from 615
Change+124 (+20%)
Value$1.3M (+$114.4K)
Filed 2026-10-13
Triangle Securities Wealth Management
DECREASED
Shares737 from 740
Change-3 (0%)
Value$1.3M (-$137.0K)
Filed 2026-10-14
First Business Financial Services, Inc.
DECREASED
Shares732 from 734
Change-2 (0%)
Value$1.3M (-$134.1K)
Filed 2026-10-29
Investment Insight Wealth Management, LLC
INCREASED
Shares731 from 730
Change+1 (+0%)
Value$1.3M (-$128.5K)
Filed 2026-10-30
DMC Group, LLC
DECREASED
Shares727 from 830
Change-103 (-12%)
Value$1.3M (-$334.2K)
Filed 2026-10-26
Veracity Capital LLC
DECREASED
Shares726 from 739
Change-13 (-2%)
Value$1.3M (-$154.9K)
Filed 2026-10-08
Shaker Investments LLC
DECREASED
Shares723 from 1,100
Change-377 (-34%)
Value$1.3M (-$878.5K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares721 from 833
Change-112 (-13%)
Value$1.3M (-$351.0K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares719 from 741
Change-22 (-3%)
Value$1.3M (-$171.6K)
Filed 2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares709 from 720
Change-11 (-2%)
Value$1.3M (-$147.9K)
Filed 2026-10-15
Connective Portfolio Management, LLC
NEW
Shares700
Change+700
Value$1.3M
Filed 2026-10-22
Cooke Wealth Management, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$1.3M (-$124.4K)
Filed 2026-10-13
Triad Investment Management
DECREASED
Shares695 from 2,219
Change-1,524 (-69%)
Value$1.3M (-$3.2M)
Filed 2026-10-13
FDx Advisors, Inc.
DECREASED
Shares691 from 818
Change-127 (-16%)
Value$1.3K (-$375)
Filed 2026-11-05
Quilter Plc
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$1.3M (-$122.7K)
Filed 2026-10-21
Riversedge Advisors, LLC
INCREASED
Shares688 from 651
Change+37 (+6%)
Value$1.2M (-$48.7K)
Filed 2026-10-09
LCM Capital Management Inc
INCREASED
Shares685 from 637
Change+48 (+8%)
Value$1.2M (-$26.3K)
Filed 2026-10-20
Investment Partners Asset Management, Inc.
DECREASED
Shares685 from 702
Change-17 (-2%)
Value$1.2M (-$155.6K)
Filed 2026-10-09
Asset Management One Co., Ltd.
INCREASED
Shares684 from 33
Change+651 (+1973%)
Value$1.2M (+$1.2M)
Filed 2026-10-27
Moneco Advisors, LLC
INCREASED
Shares680 from 606
Change+74 (+12%)
Value$1.2M (+$26.5K)
Filed 2026-11-05
Hardworking Capital Advisors, LLC
NEW
Shares675
Change+675
Value$1.2M
Filed 2026-10-20
Blue Fin Capital, Inc.
INCREASED
Shares675 from 604
Change+71 (+12%)
Value$1.2M (+$21.3K)
Filed 2026-10-28
Klingman & Associates, LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$1.2M (-$119.3K)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED
Shares670 from 668
Change+2 (+0%)
Value$1.2M (-$115.1K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED
Shares668 from 696
Change-28 (-4%)
Value$1.2M (-$174.5K)
Filed 2026-10-21
Eagle Rock Investment Company, LLC
DECREASED
Shares668 from 677
Change-9 (-1%)
Value$1.2M (-$136.7K)
Filed 2026-10-21
Advus Financial Partners, LLC
INCREASED
Shares662 from 659
Change+3 (+0%)
Value$1.2M (-$111.7K)
Filed 2026-10-20
XXI Wealth, LLC
INCREASED
Shares659 from 536
Change+123 (+23%)
Value$1.2M (+$127.6K)
Filed 2026-10-22
Genus Capital Management Inc.
DECREASED
Shares656 from 685
Change-29 (-4%)
Value$1.2M (-$174.3K)
Filed 2026-11-04
Semus Wealth Partners LLC
INCREASED
Shares655 from 544
Change+111 (+20%)
Value$1.2M (+$104.4K)
Filed 2026-10-22
111 Capital
DECREASED
Shares655 from 749
Change-94 (-13%)
Value$1.2M (-$303.4K)
Filed 2026-11-03
Smith Shellnut Wilson LLC
INCREASED
Shares652 from 602
Change+50 (+8%)
Value$1.2M (-$16.4K)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
DECREASED
Shares645 from 659
Change-14 (-2%)
Value$1.2M (-$142.4K)
Filed 2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED
Shares642 from 412
Change+230 (+56%)
Value$1.2M (+$343.4K)
Filed 2026-10-26
Challenger Wealth Management
INCREASED
Shares635 from 634
Change+1 (+0%)
Value$1.2M (-$110.9K)
Filed 2026-10-30
55 North Private Wealth, LLC
INCREASED
Shares621 from 601
Change+20 (+3%)
Value$1.1M (-$70.6K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$1.1M (-$110.2K)
Filed 2026-10-30
Berbice Capital Management LLC
DECREASED
Shares616 from 620
Change-4 (-1%)
Value$1.1M (-$117.5K)
Filed 2026-10-13
Nautilus Advisors LLC
DECREASED
Shares612 from 623
Change-11 (-2%)
Value$1.1M (-$11.0K)
Filed 2026-10-07
Bellecapital International Ltd.
NEW
Shares610
Change+610
Value$1.1M
Filed 2026-10-21
MFA Wealth Services
INCREASED
Shares608 from 604
Change+4 (+1%)
Value$1.1M (-$101.5K)
Filed 2026-10-14
Connecticut Wealth Management, LLC
INCREASED
Shares607 from 593
Change+14 (+2%)
Value$1.1M (-$80.1K)
Filed 2026-10-13
Seven Mile Advisory
DECREASED
Shares604 from 620
Change-16 (-3%)
Value$1.1M (-$139.2K)
Filed 2026-10-22
Baring Financial LLC
INCREASED
Shares603 from 564
Change+39 (+7%)
Value$1.1M (-$29.6K)
Filed 2026-10-07
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$1.1M (-$107.2K)
Filed 2026-10-23
Welch & Forbes LLC
DECREASED
Shares601 from 694
Change-93 (-13%)
Value$1.1M (-$291.9K)
Filed 2026-11-04
Marathon Mission, Inc.
INCREASED
Shares599 from 579
Change+20 (+3%)
Value$1.1M (-$66.7K)
Filed 2026-10-01
Adkins Seale Capital Management LLC
INCREASED
Shares597 from 594
Change+3 (+1%)
Value$1.1M (-$100.2K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares596 from 527
Change+69 (+13%)
Value$1.1M (+$154.9K)
Filed 2026-10-08
Element Pointe Advisors, LLC
DECREASED
Shares594 from 614
Change-20 (-3%)
Value$1.1M (-$145.5K)
Filed 2026-10-21
Benin Management Corp
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$1.1M (-$105.6K)
Filed 2026-10-22
Titleist Asset Management, LLC
DECREASED
Shares590 from 596
Change-6 (-1%)
Value$1.1M (-$116.9K)
Filed 2026-10-08
Noesis Capital Mangement Corp
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$1.1M (-$104.4K)
Filed 2026-10-26
Andrew Hill Investment Advisors, Inc.
DECREASED
Shares586 from 1,061
Change-475 (-45%)
Value$1.1M (-$1.0M)
Filed 2026-10-22
Fulcrum Equity Management
DECREASED
Shares583 from 708
Change-125 (-18%)
Value$1.1M (-$352.3K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares583 from 590
Change-7 (-1%)
Value$1.1M (-$117.6K)
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares582 from 589
Change-7 (-1%)
Value$1.1M (-$117.4K)
Filed 2026-10-13
Lake Street Private Wealth, LLC
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$1.0M (-$102.6K)
Filed 2026-10-22
Rakuten Securities, Inc.
INCREASED
Shares575 from 467
Change+108 (+23%)
Value$1.0M (+$112.6K)
Filed 2026-11-02
Cohen Capital Management, Inc.
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$1.0M (-$102.0K)
Filed 2026-10-14
SYM Financial Corp
INCREASED
Shares572 from 544
Change+28 (+5%)
Value$1.0M (-$46.6K)
Filed 2026-10-26
Arlington Trust Co LLC
INCREASED
Shares569 from 81
Change+488 (+602%)
Value$1.0M (+$869.7K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED
Shares567 from 371
Change+196 (+53%)
Value$1.0M (+$289.1K)
Filed 2026-11-03
Worthington Financial Partners, LLC
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$1.0M (-$100.6K)
Filed 2026-10-13
WP Advisors, LLC
INCREASED
Shares557 from 550
Change+7 (+1%)
Value$1.0M (-$85.1K)
Filed 2026-10-22
RD Finance Ltd
NEW
Shares545
Change+545
Value$987
Filed 2026-10-26
Plan A Wealth LLC
INCREASED
Shares540 from 528
Change+12 (+2%)
Value$978.3K (-$72.1K)
Filed 2026-10-08
Root Financial Partners, LLC
INCREASED
Shares539 from 340
Change+199 (+59%)
Value$976.5K (+$300.1K)
Filed 2026-10-21
Myriad Asset Management US LP
DECREASED
Shares534 from 565
Change-31 (-5%)
Value$967.0K (-$157.0K)
Filed 2026-11-03
Arlington Financial Advisors, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$960.2K (-$94.2K)
Filed 2026-10-19
Genesis Private Wealth, LLC
INCREASED
Shares525 from 500
Change+25 (+5%)
Value$951.1K (-$43.6K)
Filed 2026-11-02
Abundance Wealth Counselors
DECREASED
Shares523 from 583
Change-60 (-10%)
Value$947.5K (-$212.3K)
Filed 2026-10-26
DekaBank Deutsche Girozentrale
INCREASED
Shares521 from 258
Change+263 (+102%)
Value$943 (+$621)
Filed 2026-10-27
Ahara Advisors LLC
INCREASED
Shares519 from 518
Change+1 (+0%)
Value$940.6K (-$90.3K)
Filed 2026-10-29
Leuthold Group, LLC
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$936.6K (-$91.9K)
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares516 from 536
Change-20 (-4%)
Value$934.8K (-$131.5K)
Filed 2026-11-03
Nfsg Corp
DECREASED
Shares514 from 835
Change-321 (-38%)
Value$931.6K (-$728.8K)
Filed 2026-10-15
MCF Advisors LLC
INCREASED
Shares513 from 175
Change+338 (+193%)
Value$929.4K (+$581.2K)
Filed 2026-10-28
Synergy Asset Management, LLC
INCREASED
Shares512 from 373
Change+139 (+37%)
Value$927.6K (+$185.5K)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED
Shares511 from 515
Change-4 (-1%)
Value$925.5K (-$98.6K)
Filed 2026-10-22
Third View Private Wealth, LLC
INCREASED
Shares509 from 506
Change+3 (+1%)
Value$922.1K (-$84.5K)
Filed 2026-10-30
Tred Avon Family Wealth, LLC
DECREASED
Shares507 from 510
Change-3 (-1%)
Value$918.5K (-$96.1K)
Filed 2026-10-20
Manchester Capital Management LLC
DECREASED
Shares505 from 562
Change-57 (-10%)
Value$914.9K (-$203.2K)
Filed 2026-10-22
Impact Capital Partners LLC
DECREASED
Shares505 from 512
Change-7 (-1%)
Value$915.0K (-$103.6K)
Filed 2026-10-22
Foster Group, Inc.
DECREASED
Shares504 from 542
Change-38 (-7%)
Value$913.1K (-$165.2K)
Filed 2026-10-13
Chapman Financial Group, LLC
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$911.3K (-$89.4K)
Filed 2026-10-26
Shum Financial Group, Inc.
INCREASED
Shares502 from 415
Change+87 (+21%)
Value$909.5K (+$83.8K)
Filed 2026-10-13
Laurion Capital Management LP
NEW
Shares500
Change+500
Value$905.8K
Filed 2026-10-30
William John Sempolinski
DECREASED
Shares500 from 710
Change-210 (-30%)
Value$905.8K (-$506.7K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
INCREASED
Shares499 from 399
Change+100 (+25%)
Value$904.0K (+$110.2K)
Filed 2026-11-03
Atticus Wealth Management, LLC
INCREASED
Shares496 from 450
Change+46 (+10%)
Value$898.6K (+$3.3K)
Filed 2026-10-20
Richards, Merrill & Peterson, Inc.
INCREASED
Shares496 from 463
Change+33 (+7%)
Value$898.6K (-$22.5K)
Filed 2026-10-19
Peoples Financial Services Corp.
DECREASED
Shares495 from 515
Change-20 (-4%)
Value$896.8K (-$127.8K)
Filed 2026-10-20
LJI Wealth Management, LLC
DECREASED
Shares488 from 492
Change-4 (-1%)
Value$884.8K (-$94.7K)
Filed 2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$884.1K (-$86.8K)
Filed 2026-10-30
Madson Wealth Advisors Inc
DECREASED
Shares486 from 489
Change-3 (-1%)
Value$880.5K (-$92.4K)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares483 from 465
Change+18 (+4%)
Value$875.0K (-$50.1K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares481 from 443
Change+38 (+9%)
Value$793.7K (-$87.7K)
Filed 2026-10-15
Intrua Financial, LLC
DECREASED
Shares478 from 482
Change-4 (-1%)
Value$866.0K (-$92.8K)
Filed 2026-10-28
Evolution Wealth Advisors, LLC
INCREASED
Shares477 from 377
Change+100 (+27%)
Value$864.2K (+$114.1K)
Filed 2026-11-03
Athena Wealth Management, LLC
INCREASED
Shares476 from 459
Change+17 (+4%)
Value$862.9K (-$50.7K)
Filed 2026-10-09
Landaas & Co
INCREASED
Shares475 from 464
Change+11 (+2%)
Value$860.5K (-$62.6K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
INCREASED
Shares474 from 458
Change+16 (+3%)
Value$859.0K (-$52.3K)
Filed 2026-10-21
Riverbend Wealth Management, LLC
DECREASED
Shares473 from 482
Change-9 (-2%)
Value$856.2K (-$103.5K)
Filed 2026-10-15
Breakwater Capital Group
DECREASED
Shares473 from 476
Change-3 (-1%)
Value$856.9K (-$90.1K)
Filed 2026-10-09
Absolute Capital Management, LLC
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$851.5K (-$83.6K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
INCREASED
Shares469 from 345
Change+124 (+36%)
Value$849.7K (+$163.3K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares469 from 528
Change-59 (-11%)
Value$849.8K (-$200.8K)
Filed 2026-10-08
Outlook Wealth Advisors, LLC
DECREASED
Shares469 from 507
Change-38 (-7%)
Value$849.8K (-$158.9K)
Filed 2026-10-28
Lodestone Wealth Management LLC
INCREASED
Shares468 from 438
Change+30 (+7%)
Value$848.4K (-$23.4K)
Filed 2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares468 from 458
Change+10 (+2%)
Value$847.9K (-$63.3K)
Filed 2026-10-29
Sky Investment Group LLC
INCREASED
Shares466 from 392
Change+74 (+19%)
Value$844.2K (+$64.4K)
Filed 2026-10-30
Rede Wealth, LLC
DECREASED
Shares466 from 470
Change-4 (-1%)
Value$844.2K (-$90.8K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
INCREASED
Shares465 from 438
Change+27 (+6%)
Value$842.5K (-$28.9K)
Filed 2026-11-02
Pacific Center for Financial Services
DECREASED
Shares465 from 477
Change-12 (-3%)
Value$842.8K (-$106.2K)
Filed 2026-10-15
Miller Global Investments, LLC
INCREASED
Shares464 from 447
Change+17 (+4%)
Value$840.6K (-$48.7K)
Filed 2026-10-02
E&G Advisors, LLC
INCREASED
Shares462 from 297
Change+165 (+56%)
Value$837.0K (+$246.1K)
Filed 2026-10-13
Aspiriant, LLC
INCREASED
Shares461 from 440
Change+21 (+5%)
Value$835.2K (-$40.2K)
Filed 2026-10-16
Inscription Capital, LLC
DECREASED
Shares460 from 1,127
Change-667 (-59%)
Value$832.5K (-$1.4M)
Filed 2026-11-02
Matrix Trust Co
DECREASED
Shares460 from 477
Change-17 (-4%)
Value$833 (-$116)
Filed 2026-10-07
Onyx Bridge Wealth Group LLC
DECREASED
Shares460 from 477
Change-17 (-4%)
Value$832.5K (-$115.5K)
Filed 2026-10-16
Symmetry Partners, LLC
INCREASED
Shares459 from 388
Change+71 (+18%)
Value$831.6K (+$59.7K)
Filed 2026-10-27
Integrity Investment Advisors, LLC
DECREASED
Shares455 from 463
Change-8 (-2%)
Value$823.7K (-$98.1K)
Filed 2026-11-03
One Way Holdings LLC
INCREASED
Shares454 from 414
Change+40 (+10%)
Value$822.5K (-$1.1K)
Filed 2026-10-29
Mogy Joel R Investment Counsel Inc
INCREASED
Shares453 from 160
Change+293 (+183%)
Value$820.7K (+$502.4K)
Filed 2026-10-13
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares453 from 432
Change+21 (+5%)
Value$820.1K (-$40.1K)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares452 from 870
Change-418 (-48%)
Value$818.9K (-$911.9K)
Filed 2026-10-14
Private Wealth Partners, LLC
INCREASED
Shares451 from 434
Change+17 (+4%)
Value$817.1K (-$46.4K)
Filed 2026-10-22
AMG National Trust Bank
INCREASED
Shares450 from 365
Change+85 (+23%)
Value$815.7K (+$88.6K)
Filed 2026-11-05
Canton Hathaway, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$815.3K (-$80.0K)
Filed 2026-10-23
Advisor OS, LLC
DECREASED
Shares449 from 974
Change-525 (-54%)
Value$813.4K (-$1.1M)
Filed 2026-11-03
ARS Investment Partners, LLC
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$813.4K (-$79.8K)
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares446 from 412
Change+34 (+8%)
Value$808.0K (-$11.6K)
Filed 2026-10-09
Beacon Financial Group
INCREASED
Shares441 from 395
Change+46 (+12%)
Value$799.1K (+$13.1K)
Filed 2026-10-19
Bank Pictet & Cie (Europe) AG
INCREASED
Shares441 from 417
Change+24 (+6%)
Value$798.9K (-$30.7K)
Filed 2026-10-20
Redwood Financial Network Corp
INCREASED
Shares439 from 360
Change+79 (+22%)
Value$795.4K (+$79.3K)
Filed 2026-11-03
Abacus Planning Group, Inc.
INCREASED
Shares435 from 432
Change+3 (+1%)
Value$788.1K (-$71.4K)
Filed 2026-11-02
Magnolia Capital Management LTD
DECREASED
Shares435 from 436
Change-1 (0%)
Value$788 (-$79)
Filed 2026-10-09
OceanIQ Capital, LLC
INCREASED
Shares426 from 425
Change+1 (+0%)
Value$731.8K (-$33.0K)
Filed 2026-10-19
AlphaCentric Advisors LLC
NEW
Shares425
Change+425
Value$770.0K
Filed 2026-11-03
First Horizon Corp
DECREASED
Shares424 from 428
Change-4 (-1%)
Value$768.1K (-$83.3K)
Filed 2026-10-26
Lazari Capital Management, Inc.
INCREASED
Shares422 from 420
Change+2 (+0%)
Value$764.5K (-$71.0K)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares420 from 408
Change+12 (+3%)
Value$760.9K (-$50.8K)
Filed 2026-10-07
Norris Perne & French LLP
DECREASED
Shares420 from 421
Change-1 (0%)
Value$760.9K (-$76.7K)
Filed 2026-10-23
Everhart Financial Group, Inc.
INCREASED
Shares417 from 406
Change+11 (+3%)
Value$755.5K (-$52.2K)
Filed 2026-10-08
Nilsine Partners, LLC
INCREASED
Shares416 from 367
Change+49 (+13%)
Value$753.7K (+$23.5K)
Filed 2026-11-02
KG Capital Management
INCREASED
Shares413 from 383
Change+30 (+8%)
Value$748.2K (-$13.7K)
Filed 2026-10-15
Evanson Financial, LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$748.2K (-$73.4K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED
Shares411 from 299
Change+112 (+37%)
Value$744.8K (+$149.7K)
Filed 2026-10-27
Meridian Investment Counsel Inc.
DECREASED
Shares408 from 428
Change-20 (-5%)
Value$739.2K (-$112.3K)
Filed 2026-10-14
Caldwell Trust Co
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$737.3K (-$72.4K)
Filed 2026-10-30
Chemistry Wealth Management LLC
INCREASED
Shares404 from 394
Change+10 (+3%)
Value$731.9K (-$51.9K)
Filed 2026-10-16
Wakefield Asset Management Lllp
INCREASED
Shares403 from 400
Change+3 (+1%)
Value$730.1K (-$65.7K)
Filed 2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW
Shares402
Change+402
Value$727.0K
Filed 2026-10-15
Polaris Financial Partners
NEW
Shares402
Change+402
Value$730
Filed 2026-10-02
Trinity Financial Advisors LLC
DECREASED
Shares402 from 403
Change-1 (0%)
Value$728.3K (-$73.5K)
Filed 2026-10-09
Kelly Financial Group LLC
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$728.3K (-$71.5K)
Filed 2026-10-16
Tanager Wealth Management LLP
INCREASED
Shares401 from 326
Change+75 (+23%)
Value$726.5K (+$77.9K)
Filed 2026-10-19
BOS Asset Management, LLC
DECREASED
Shares399 from 401
Change-2 (0%)
Value$722.9K (-$74.9K)
Filed 2026-10-09
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$722.8K (-$70.8K)
Filed 2026-10-15
Evexia Wealth LLC
DECREASED
Shares394 from 402
Change-8 (-2%)
Value$626.8K (-$33.5K)
Filed 2026-11-05
Kraft, Davis & Associates, LLC
INCREASED
Shares392 from 323
Change+69 (+21%)
Value$649.7K (+$78.6K)
Filed 2026-10-21
Moody National Bank Trust Division
DECREASED
Shares392 from 460
Change-68 (-15%)
Value$710.2K (-$205.0K)
Filed 2026-10-06
GHP Investment Advisors, Inc.
INCREASED
Shares392 from 342
Change+50 (+15%)
Value$710.2K (+$29.8K)
Filed 2026-10-15
Solstein Capital, LLC
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$706.6K (-$69.3K)
Filed 2026-11-02
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares389 from 346
Change+43 (+12%)
Value$704.8K (+$16.4K)
Filed 2026-10-27
Acorn Wealth Advisors, LLC
INCREASED
Shares388 from 368
Change+20 (+5%)
Value$702.9K (-$29.2K)
Filed 2026-10-19
Enterprise Financial Services Corp
INCREASED
Shares388 from 375
Change+13 (+3%)
Value$702.9K (-$43.1K)
Filed 2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED
Shares387 from 419
Change-32 (-8%)
Value$701.1K (-$132.5K)
Filed 2026-11-02
Bdfs Capital LLC
DECREASED
Shares387 from 395
Change-8 (-2%)
Value$701.8K (-$84.2K)
Filed 2026-10-14
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$701.2K (-$68.8K)
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
INCREASED
Shares386 from 330
Change+56 (+17%)
Value$699.5K (+$42.8K)
Filed 2026-11-04
Wealth Effects LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$697.7K (-$68.4K)
Filed 2026-10-23
Rose Capital Advisors LLC
NEW
Shares382
Change+382
Value$692.6K
Filed 2026-11-04
Riverwater Partners LLC
DECREASED
Shares382 from 401
Change-19 (-5%)
Value$692.1K (-$105.7K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares382 from 364
Change+18 (+5%)
Value$692.1K (-$32.1K)
Filed 2026-10-27
Vann Equity Management LLC
DECREASED
Shares382 from 386
Change-4 (-1%)
Value$691.4K (-$76.3K)
Filed 2026-10-08
Ashton Thomas Securities, LLC
NEW
Shares380
Change+380
Value$688.6K
Filed 2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares380 from 373
Change+7 (+2%)
Value$688.4K (-$53.6K)
Filed 2026-10-28
Letson Investment Management, Inc.
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$681.2K (-$66.8K)
Filed 2026-11-05
SmartHarvest Portfolios, LLC
DECREASED
Shares375 from 413
Change-38 (-9%)
Value$678.7K (-$143.0K)
Filed 2026-10-26
Jacksonville Wealth Management, LLC
DECREASED
Shares374 from 381
Change-7 (-2%)
Value$677.6K (-$80.4K)
Filed 2026-10-30
Probity Advisors, Inc.
DECREASED
Shares372 from 394
Change-22 (-6%)
Value$673.9K (-$109.9K)
Filed 2026-10-23
Opal Wealth Advisors, LLC
DECREASED
Shares370 from 394
Change-24 (-6%)
Value$670.3K (-$113.5K)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares369 from 347
Change+22 (+6%)
Value$645.9K (-$44.5K)
Filed 2026-10-13
Unique Wealth, LLC
INCREASED
Shares368 from 276
Change+92 (+33%)
Value$666.7K (+$117.6K)
Filed 2026-10-16
Amplius Wealth Advisors, LLC
INCREASED
Shares368 from 356
Change+12 (+3%)
Value$666.8K (-$41.5K)
Filed 2026-10-20
YHB Investment Advisors, Inc.
INCREASED
Shares368 from 365
Change+3 (+1%)
Value$666.7K (-$59.5K)
Filed 2026-10-08
August Group Capital Ltd
INCREASED
Shares367 from 357
Change+10 (+3%)
Value$664.9K (-$45.3K)
Filed 2026-10-14
Ledyard National Bank
DECREASED
Shares364 from 371
Change-7 (-2%)
Value$659.4K (-$78.6K)
Filed 2026-10-21
White Lighthouse Investment Management Inc.
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$659.4K (-$64.7K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares363 from 248
Change+115 (+46%)
Value$657.6K (+$164.3K)
Filed 2026-10-29
Quad-Cities Investment Group, LLC
DECREASED
Shares362 from 369
Change-7 (-2%)
Value$656.2K (-$78.3K)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares360 from 348
Change+12 (+3%)
Value$621.3K (-$5.6K)
Filed 2026-10-20
Curated Wealth Partners LLC
INCREASED
Shares357 from 204
Change+153 (+75%)
Value$646.8K (+$240.9K)
Filed 2026-10-15
Founders Grove Wealth Partners, LLC
INCREASED
Shares357 from 355
Change+2 (+1%)
Value$646.8K (-$59.5K)
Filed 2026-10-16
Courier Capital LLC
INCREASED
Shares352 from 257
Change+95 (+37%)
Value$637.7K (+$126.4K)
Filed 2026-10-19
Bestgate Wealth Advisors, LLC
INCREASED
Shares352 from 289
Change+63 (+22%)
Value$637.7K (+$62.8K)
Filed 2026-10-13
Legacy Financial Strategies, LLC
INCREASED
Shares350 from 323
Change+27 (+8%)
Value$634.6K (-$7.9K)
Filed 2026-10-15
GFS Advisors, LLC
DECREASED
Shares349 from 317,500
Change-317,151 (-100%)
Value$632.0K (-$38.4K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
DECREASED
Shares347 from 424
Change-77 (-18%)
Value$629.5K (-$214.4K)
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares347 from 344
Change+3 (+1%)
Value$628.7K (-$55.7K)
Filed 2026-10-16
Aspetuck Financial Management LLC
INCREASED
Shares346 from 316
Change+30 (+9%)
Value$626.8K (-$1.8K)
Filed 2026-11-04
World Equity Group, Inc.
DECREASED
Shares344 from 690
Change-346 (-50%)
Value$623.8K (-$749.5K)
Filed 2026-10-14
Prota Financial, LLC
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$622.1K (-$11.9K)
Filed 2026-10-08
Alliance Wealth Advisors, LLC
DECREASED
Shares342 from 347
Change-5 (-1%)
Value$619.6K (-$70.7K)
Filed 2026-10-28
Schear Investment Advisers, LLC
NEW
Shares340
Change+340
Value$616.2K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares340 from 345
Change-5 (-1%)
Value$616.2K (-$70.4K)
Filed 2026-10-14
Centerpoint Advisory Group
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$614.2K (-$60.3K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
INCREASED
Shares338 from 336
Change+2 (+1%)
Value$612.3K (-$56.1K)
Filed 2026-11-05
Baker Tilly Wealth Management, LLC
DECREASED
Shares337 from 341
Change-4 (-1%)
Value$610.5K (-$67.9K)
Filed 2026-10-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares336 from 283
Change+53 (+19%)
Value$608.7K (+$45.7K)
Filed 2026-11-02
Purus Wealth Management, LLC
INCREASED
Shares336 from 334
Change+2 (+1%)
Value$609.0K (-$55.5K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
DECREASED
Shares335 from 350
Change-15 (-4%)
Value$606.9K (-$89.4K)
Filed 2026-10-05
Financial Security Advisor, Inc.
INCREASED
Shares334 from 255
Change+79 (+31%)
Value$605.1K (+$97.8K)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares333 from 1,089
Change-756 (-69%)
Value$603.0K (-$1.5M)
Filed 2026-10-30
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares331 from 408
Change-77 (-19%)
Value$598.0K (-$212.7K)
Filed 2026-10-27
Souders Financial Advisors
INCREASED
Shares331 from 319
Change+12 (+4%)
Value$599.7K (-$35.0K)
Filed 2026-11-03
Baron Wealth Management LLC
DECREASED
Shares331 from 333
Change-2 (-1%)
Value$599.7K (-$62.8K)
Filed 2026-10-27
Cascade Investment Group, Inc.
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$592.4K (-$58.1K)
Filed 2026-10-13
Mindset Wealth Management, LLC
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$592.4K (-$58.1K)
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares326
Change+326
Value$524
Filed 2026-11-03
Hoxton Planning & Management, LLC
DECREASED
Shares325 from 336
Change-11 (-3%)
Value$588.8K (-$79.7K)
Filed 2026-10-15
TigerOak Management, L.L.C.
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$587.0K (-$57.6K)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
INCREASED
Shares323 from 266
Change+57 (+21%)
Value$585.2K (+$56.0K)
Filed 2026-11-05
StrongBox Wealth, LLC
INCREASED
Shares321 from 311
Change+10 (+3%)
Value$581.5K (-$37.2K)
Filed 2026-11-02
Plancorp, LLC
NEW
Shares319
Change+319
Value$499.1K
Filed 2026-11-03
Triad Wealth Partners, LLC
DECREASED
Shares319 from 407
Change-88 (-22%)
Value$577.9K (-$90.5K)
Filed 2026-10-26
Bison Wealth, LLC
DECREASED
Shares318 from 335
Change-17 (-5%)
Value$556.6K (-$54.8K)
Filed 2026-10-13
Blvd Private Wealth, LLC
DECREASED
Shares318 from 326
Change-8 (-2%)
Value$576.1K (-$72.4K)
Filed 2026-10-14
KFG Wealth Management, LLC
INCREASED
Shares318 from 317
Change+1 (+0%)
Value$576.2K (-$54.9K)
Filed 2026-10-16
Balentine LLC
DECREASED
Shares317 from 727
Change-410 (-56%)
Value$574.3K (-$872.0K)
Filed 2026-11-03
Fulton Bank, N.A.
DECREASED
Shares317 from 346
Change-29 (-8%)
Value$574.3K (-$114.0K)
Filed 2026-10-14
Pinion Investment Advisors, LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$572.5K (-$56.2K)
Filed 2026-11-04
Alpha Family Trust
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$626.7K ($0)
Filed 2026-11-04
Advisory Solutions Group, LLC
NEW
Shares314
Change+314
Value$568.9K
Filed 2026-10-14
BankPlus Wealth Management LLC
DECREASED
Shares314 from 315
Change-1 (0%)
Value$566.7K (-$59.9K)
Filed 2026-10-13
AlphaStar Capital Management, LLC
INCREASED
Shares313 from 232
Change+81 (+35%)
Value$566.4K (+$104.9K)
Filed 2026-10-16
Howland Capital Management LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$563.4K (-$55.3K)
Filed 2026-10-22
Trust Co of Oklahoma
DECREASED
Shares310 from 393
Change-83 (-21%)
Value$561.6K (-$220.2K)
Filed 2026-10-15
Western Pacific Wealth Management, LP
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$561.6K (-$55.1K)
Filed 2026-10-16
Piedmont Capital Management, LLC
INCREASED
Shares309 from 301
Change+8 (+3%)
Value$559.8K (-$39.0K)
Filed 2026-10-21
LifeSteps Financial, Inc.
DECREASED
Shares306 from 475
Change-169 (-36%)
Value$554.4K (-$390.6K)
Filed 2026-10-15
Granite Group Advisors, LLC
DECREASED
Shares304 from 424
Change-120 (-28%)
Value$550.7K (-$292.8K)
Filed 2026-10-14
Verus Capital Partners, LLC
INCREASED
Shares304 from 230
Change+74 (+32%)
Value$550.7K (+$93.2K)
Filed 2026-11-03
Quintet Private Bank (Europe) S.A.
DECREASED
Shares303 from 315
Change-12 (-4%)
Value$548.9K (-$77.7K)
Filed 2026-10-08
Owl Creek Wealth Partners LLC
INCREASED
Shares302 from 289
Change+13 (+5%)
Value$547.1K (-$27.8K)
Filed 2026-10-20
Financial Partners Group, Inc
INCREASED
Shares300 from 220
Change+80 (+36%)
Value$544.4K (+$106.2K)
Filed 2026-10-19
Boit C F David
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$543.5K (-$53.3K)
Filed 2026-10-29
Focus Financial Network, Inc.
INCREASED
Shares299 from 273
Change+26 (+10%)
Value$541.7K (-$1.4K)
Filed 2026-10-14
Ballast, Inc.
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$539.9K (-$53.0K)
Filed 2026-10-20
HCR Wealth Advisors
INCREASED
Shares294 from 287
Change+7 (+2%)
Value$532.6K (-$38.3K)
Filed 2026-10-15
Lantz Financial LLC
INCREASED
Shares293 from 267
Change+26 (+10%)
Value$530.6K (-$554)
Filed 2026-10-15
DecisionMap Wealth Management, LLC
DECREASED
Shares292 from 317
Change-25 (-8%)
Value$528.7K (-$101.6K)
Filed 2026-10-29
Confluence Wealth Services, Inc.
DECREASED
Shares292 from 316
Change-24 (-8%)
Value$529.0K (-$99.7K)
Filed 2026-11-05
AdviceOne Advisory Services, LLC
DECREASED
Shares292 from 297
Change-5 (-2%)
Value$529.0K (-$61.9K)
Filed 2026-10-19
Kestra Investment Management, LLC
INCREASED
Shares291 from 262
Change+29 (+11%)
Value$527.2K (+$6.1K)
Filed 2026-11-04
GoalVest Advisory LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$527.2K (-$51.7K)
Filed 2026-10-02
Huntleigh Advisors, Inc.
INCREASED
Shares290 from 227
Change+63 (+28%)
Value$525.4K (+$73.8K)
Filed 2026-11-03
Investors Research Corp
DECREASED
Shares288 from 300
Change-12 (-4%)
Value$521.8K (-$75.1K)
Filed 2026-10-07
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$520.0K (-$51.0K)
Filed 2026-10-23
Revolve Wealth Partners, LLC
DECREASED
Shares284 from 377
Change-93 (-25%)
Value$514.5K (-$235.5K)
Filed 2026-10-23
Nisa Investment Advisors, LLC
INCREASED
Shares282 from 271
Change+11 (+4%)
Value$510.9K (-$28.2K)
Filed 2026-10-20
Bangor Savings Bank
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$509.1K (-$50.0K)
Filed 2026-10-06
Matisse Capital
DECREASED
Shares279 from 285
Change-6 (-2%)
Value$505.5K (-$61.5K)
Filed 2026-10-29
Wesbanco Bank Inc
DECREASED
Shares277 from 357
Change-80 (-22%)
Value$501.8K (-$208.4K)
Filed 2026-11-04
Palisade Asset Management, LLC
INCREASED
Shares277 from 219
Change+58 (+26%)
Value$501.8K (+$66.1K)
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$501.8K (-$49.2K)
Filed 2026-10-28
Vaquero Private Wealth, LTD
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$500.0K (-$49.1K)
Filed 2026-10-27
Avity Investment Management Inc.
DECREASED
Shares275 from 320
Change-45 (-14%)
Value$498.2K (-$138.4K)
Filed 2026-10-09
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$498.2K (-$48.9K)
Filed 2026-10-09
Livet Wealth, LLC
INCREASED
Shares272 from 261
Change+11 (+4%)
Value$492.8K (-$26.5K)
Filed 2026-10-27
KCM Investment Advisors LLC
DECREASED
Shares270 from 277
Change-7 (-3%)
Value$489.2K (-$61.9K)
Filed 2026-10-27
Catalyst Private Wealth, LLC
INCREASED
Shares270 from 266
Change+4 (+2%)
Value$489.2K (-$40.0K)
Filed 2026-10-13
Elevatus Welath Management
INCREASED
Shares269 from 131
Change+138 (+105%)
Value$488.1K (+$227.4K)
Filed 2026-10-19
Virtue Capital Management, LLC
DECREASED
Shares269 from 317
Change-48 (-15%)
Value$487.3K (-$143.3K)
Filed 2026-10-29
Goelzer Investment Management, Inc.
DECREASED
Shares269 from 290
Change-21 (-7%)
Value$486.6K (-$89.4K)
Filed 2026-10-16
Smith Thornton Advisors LLC
INCREASED
Shares268 from 263
Change+5 (+2%)
Value$485.5K (+$31.6K)
Filed 2026-10-16
Foresight Capital Management Advisors, Inc.
DECREASED
Shares267 from 292
Change-25 (-9%)
Value$483.3K (-$97.6K)
Filed 2026-10-27
TritonPoint Partners, LLC
DECREASED
Shares266 from 359
Change-93 (-26%)
Value$482.4K (-$232.3K)
Filed 2026-11-05
Secure Asset Management, LLC
DECREASED
Shares266 from 273
Change-7 (-3%)
Value$482.1K (-$61.2K)
Filed 2026-10-19
Heritage Family Offices, LLP
DECREASED
Shares265 from 408
Change-143 (-35%)
Value$479.3K (-$331.5K)
Filed 2026-11-02
Equity Wealth Partners, LLC
DECREASED
Shares265 from 279
Change-14 (-5%)
Value$480.6K (-$73.5K)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares264 from 194
Change+70 (+36%)
Value$478.4K (+$92.3K)
Filed 2026-10-13
MBL Wealth, LLC
DECREASED
Shares263 from 300
Change-37 (-12%)
Value$476.5K (-$120.4K)
Filed 2026-10-22
Franklin Street Advisors Inc
INCREASED
Shares263 from 251
Change+12 (+5%)
Value$476.5K (-$22.9K)
Filed 2026-10-13
Centurion Wealth Management LLC
DECREASED
Shares262 from 325
Change-63 (-19%)
Value$475.3K (-$171.9K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$474.7K (-$46.6K)
Filed 2026-10-26
WT Wealth Management
NEW
Shares261
Change+261
Value$472.2K
Filed 2026-10-13
Center For Asset Management LLC
DECREASED
Shares261 from 305
Change-44 (-14%)
Value$472.9K (-$133.9K)
Filed 2026-10-16
RVW Wealth, LLC
INCREASED
Shares261 from 260
Change+1 (+0%)
Value$472.8K (-$44.4K)
Filed 2026-10-06
Boltwood Capital Management
INCREASED
Shares260 from 215
Change+45 (+21%)
Value$471.0K (+$43.3K)
Filed 2026-10-02
Financial Consulate, Inc
DECREASED
Shares260 from 287
Change-27 (-9%)
Value$471.0K (-$99.9K)
Filed 2026-10-23
Globalt Investments LLC / GA
DECREASED
Shares260 from 262
Change-2 (-1%)
Value$471.0K (-$50.2K)
Filed 2026-10-27
Paladin Wealth, LLC
INCREASED
Shares259 from 197
Change+62 (+31%)
Value$469.6K (+$77.7K)
Filed 2026-10-23
MinichMacGregor Wealth Management, LLC
INCREASED
Shares259 from 227
Change+32 (+14%)
Value$470.0K (+$18.3K)
Filed 2026-10-14
Stronghold Wealth Management L.L.C.
INCREASED
Shares257 from 241
Change+16 (+7%)
Value$465.6K (-$13.9K)
Filed 2026-10-16
Carter Financial Group, Inc.
DECREASED
Shares254 from 357
Change-103 (-29%)
Value$460.2K (-$250.1K)
Filed 2026-10-21
Financial Planning Hawaii, Inc.
INCREASED
Shares254 from 216
Change+38 (+18%)
Value$460.2K (+$30.4K)
Filed 2026-10-13
Great Diamond Partners, LLC
DECREASED
Shares254 from 276
Change-22 (-8%)
Value$460.2K (-$88.9K)
Filed 2026-10-13
AGH Wealth Advisors, LLC
INCREASED
Shares254 from 245
Change+9 (+4%)
Value$460.2K (-$27.2K)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$460.8K (-$45.2K)
Filed 2026-10-16
Tactive Advisors, LLC
INCREASED
Shares253 from 252
Change+1 (+0%)
Value$458.4K (-$43.0K)
Filed 2026-10-08
Grant Private Wealth Management Inc
DECREASED
Shares252 from 279
Change-27 (-10%)
Value$456.5K (-$98.5K)
Filed 2026-10-19
Portfolio Design Labs, LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$455.3K (-$44.7K)
Filed 2026-11-04
Flywheel Private Wealth LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$452.9K (-$44.4K)
Filed 2026-11-02
Independent Wealth Network Inc.
INCREASED
Shares247 from 185
Change+62 (+34%)
Value$448.4K (+$79.4K)
Filed 2026-10-19
Nolet Wealth Management, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$446.9K (-$43.9K)
Filed 2026-10-15
Connecticut Capital Management Group, LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$445.7K (-$43.7K)
Filed 2026-10-29
General Partner, Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$443.9K (-$43.6K)
Filed 2026-10-05
StoneX Group Inc.
INCREASED
Shares244 from 191
Change+53 (+28%)
Value$435.4K (+$54.7K)
Filed 2026-11-03
Platform Technology Partners
DECREASED
Shares244 from 259
Change-15 (-6%)
Value$442.0K (-$74.1K)
Filed 2026-11-02
Compagnie Lombard Odier SCmA
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$440.2K (-$43.2K)
Filed 2026-11-04
Salomon & Ludwin, LLC
INCREASED
Shares242 from 240
Change+2 (+1%)
Value$438.4K (-$3.9K)
Filed 2026-10-29
Financial Management Professionals, Inc.
INCREASED
Shares242 from 241
Change+1 (+0%)
Value$438.4K (-$41.0K)
Filed 2026-10-23
Fjell Capital, LLC
DECREASED
Shares241 from 256
Change-15 (-6%)
Value$436.6K (-$72.7K)
Filed 2026-10-13
Ejmk Ventures LLC
DECREASED
Shares238 from 252
Change-14 (-6%)
Value$431.2K (-$70.2K)
Filed 2026-10-21
Center for Financial Planning, Inc.
INCREASED
Shares237 from 222
Change+15 (+7%)
Value$429.4K (-$12.3K)
Filed 2026-10-26
CPA Asset Management Group, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$427.6K (-$42.0K)
Filed 2026-10-26
Miramontes Capital, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$427.6K (-$42.0K)
Filed 2026-10-19
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$427.6K (-$42.0K)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares234 from 243
Change-9 (-4%)
Value$423.9K (-$59.5K)
Filed 2026-10-22
BridgePort Financial Solutions, LLC
DECREASED
Shares232 from 238
Change-6 (-3%)
Value$420.7K (-$53.4K)
Filed 2026-11-02
Petros Family Wealth, LLC
INCREASED
Shares232 from 226
Change+6 (+3%)
Value$420.3K (-$29.3K)
Filed 2026-10-28
Old Port Advisors
INCREASED
Shares231 from 223
Change+8 (+4%)
Value$418.5K (-$25.1K)
Filed 2026-10-23
Albion Financial Group
INCREASED
Shares230 from 60
Change+170 (+283%)
Value$416.7K (+$297.3K)
Filed 2026-10-21
ERn Financial, LLC
INCREASED
Shares230 from 210
Change+20 (+10%)
Value$416.7K (-$1.1K)
Filed 2026-10-28
Innova Wealth Partners
INCREASED
Shares230 from 215
Change+15 (+7%)
Value$416.7K (-$11.0K)
Filed 2026-10-21
Hanson & Doremus Investment Management
INCREASED
Shares230 from 220
Change+10 (+5%)
Value$417 (-$21)
Filed 2026-10-16
Waystone Advisors LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$457.6K ($0)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares228 from 101
Change+127 (+126%)
Value$413.1K (+$212.1K)
Filed 2026-10-26
Fragasso Financial Advisors Inc
DECREASED
Shares228 from 273
Change-45 (-16%)
Value$405.9K (-$137.2K)
Filed 2026-10-13
Knights of Columbus Asset Advisors LLC
DECREASED
Shares227 from 290
Change-63 (-22%)
Value$411.2K (-$165.7K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares224 from 160
Change+64 (+40%)
Value$406.8K (+$88.4K)
Filed 2026-10-29
Teza Capital Management LLC
INCREASED
Shares224 from 214
Change+10 (+5%)
Value$405.8K (-$19.9K)
Filed 2026-10-23
PW Nova Financial Services LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$404.0K (-$39.6K)
Filed 2026-10-15
Castleview Partners, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$402.2K (-$39.5K)
Filed 2026-10-09
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares220 from 230
Change-10 (-4%)
Value$398.6K (-$59.0K)
Filed 2026-11-02
Grey Fox Wealth Advisors, LLC
INCREASED
Shares219 from 217
Change+2 (+1%)
Value$396.8K (-$35.0K)
Filed 2026-11-03
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares219 from 218
Change+1 (+0%)
Value$396.8K (-$36.9K)
Filed 2026-10-09
Claro Advisors Inc.
INCREASED
Shares218 from 145
Change+73 (+50%)
Value$394.4K (+$105.9K)
Filed 2026-11-02
Grove Bank & Trust
INCREASED
Shares218 from 210
Change+8 (+4%)
Value$394.9K (-$22.8K)
Filed 2026-10-08
Whitener Capital Management, Inc.
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$394.9K (-$38.8K)
Filed 2026-10-15
Maia Wealth LLC
INCREASED
Shares217 from 205
Change+12 (+6%)
Value$393.1K (-$14.7K)
Filed 2026-10-19
Everett Harris & Co
INCREASED
Shares217 from 207
Change+10 (+5%)
Value$393.1K (-$18.7K)
Filed 2026-10-28
McHugh Group, LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$392.6K (-$38.5K)
Filed 2026-10-19
Trust Investment Advisors
INCREASED
Shares216 from 200
Change+16 (+8%)
Value$391.3K (-$6.6K)
Filed 2026-10-20
TBH Global Asset Management, LLC
INCREASED
Shares216 from 214
Change+2 (+1%)
Value$390.7K (-$34.3K)
Filed 2026-11-03
Lifestyle Asset Management, Inc.
NEW
Shares215
Change+215
Value$388.8K
Filed 2026-10-20
Visionary Horizons, LLC
INCREASED
Shares215 from 202
Change+13 (+6%)
Value$389.5K (-$12.3K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
DECREASED
Shares214 from 224
Change-10 (-4%)
Value$387.7K (-$57.9K)
Filed 2026-10-19
Comprehensive Financial Planning, Inc.
INCREASED
Shares213 from 15
Change+198 (+1320%)
Value$385.9K (+$356.1K)
Filed 2026-10-27
Financial Futures Ltd Liability Co.
INCREASED
Shares213 from 168
Change+45 (+27%)
Value$385.9K (+$51.7K)
Filed 2026-10-13
Alterna Wealth Management, Inc
INCREASED
Shares213 from 173
Change+40 (+23%)
Value$385.9K (+$41.7K)
Filed 2026-10-27
Tritonpoint Wealth, LLC
DECREASED
Shares213 from 229
Change-16 (-7%)
Value$385.9K (-$69.7K)
Filed 2026-10-19
Ares Financial Consulting, LLC
INCREASED
Shares213 from 204
Change+9 (+4%)
Value$385.9K (-$20.0K)
Filed 2026-10-19
Sather Financial Group Inc
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$385.9K (-$37.9K)
Filed 2026-10-30
Proathlete Wealth Management LLC
INCREASED
Shares212 from 145
Change+67 (+46%)
Value$384.1K (+$95.6K)
Filed 2026-10-15
James T. Borello RIA
INCREASED
Shares212 from 204
Change+8 (+4%)
Value$384.1K (-$21.8K)
Filed 2026-10-16
Leo Wealth, LLC
NEW
Shares211
Change+211
Value$382.9K
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
INCREASED
Shares211 from 209
Change+2 (+1%)
Value$382.3K (-$33.5K)
Filed 2026-10-19
Lighthouse Financial LLC
NEW
Shares210
Change+210
Value$380.5K
Filed 2026-10-23
Aletheian Wealth Advisors LLC
INCREASED
Shares210 from 202
Change+8 (+4%)
Value$380.5K (-$21.4K)
Filed 2026-10-08
Torrey Growth & Income Advisors
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$382.4K (-$29.6K)
Filed 2026-11-04
Focused Alpha, LLC
DECREASED
Shares207 from 226
Change-19 (-8%)
Value$375.5K (-$74.4K)
Filed 2026-10-20
Trilogy Capital Inc.
INCREASED
Shares206 from 146
Change+60 (+41%)
Value$373.4K (+$82.8K)
Filed 2026-10-20
Northern Capital Management, Inc.
DECREASED
Shares206 from 213
Change-7 (-3%)
Value$374.1K (-$50.6K)
Filed 2026-11-05
TFC Financial Management, Inc.
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$373.2K (-$36.6K)
Filed 2026-10-26
Hunter Associates Investment Management LLC
INCREASED
Shares205 from 181
Change+24 (+13%)
Value$368 (+$10)
Filed 2026-10-26
Richardson Financial Services Inc.
DECREASED
Shares205 from 223
Change-18 (-8%)
Value$371.4K (-$72.2K)
Filed 2026-10-30
Winthrop Advisory Group LLC
DECREASED
Shares205 from 210
Change-5 (-2%)
Value$370.6K (-$46.2K)
Filed 2026-10-22
Veery Capital, LLC
DECREASED
Shares205 from 207
Change-2 (-1%)
Value$371.4K (-$40.4K)
Filed 2026-10-07
Childress Capital Advisors, LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$367.9K (-$36.1K)
Filed 2026-10-28
Clark Wealth Partners
INCREASED
Shares202 from 200
Change+2 (+1%)
Value$366.0K (-$31.9K)
Filed 2026-10-19
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$366.0K (-$35.9K)
Filed 2026-11-05
Duncker Streett & Co Inc
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$366.0K (-$35.9K)
Filed 2026-10-27
Heritage Wealth Management, Inc.
DECREASED
Shares201 from 210
Change-9 (-4%)
Value$364.1K (-$53.6K)
Filed 2026-10-28
Merrion Investment Management Co, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$364.1K (-$35.7K)
Filed 2026-10-16
Pines Wealth Management, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$364.1K (-$35.7K)
Filed 2026-10-21
Milestone Asset Management, LLC
DECREASED
Shares200 from 220
Change-20 (-9%)
Value$362.3K (-$75.3K)
Filed 2026-10-15
Cahaba Wealth Management, Inc.
INCREASED
Shares200 from 194
Change+6 (+3%)
Value$361.5K (-$25.3K)
Filed 2026-10-26
Strategic Blueprint, LLC
INCREASED
Shares200 from 199
Change+1 (+1%)
Value$361.6K (-$33.5K)
Filed 2026-10-22
Watershed Private Wealth LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$362.3K (-$35.6K)
Filed 2026-10-30
Goodman Advisory Group, LLC
NEW
Shares199
Change+199
Value$360.5K
Filed 2026-11-02
Avail Investment Partners, LLC
INCREASED
Shares199 from 183
Change+16 (+9%)
Value$360.5K (-$3.5K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares199 from 187
Change+12 (+6%)
Value$361.0K (-$11.5K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$361 (-$35)
Filed 2026-10-27
Gateway Investment Advisers LLC
DECREASED
Shares198 from 296
Change-98 (-33%)
Value$358.7K (-$230.2K)
Filed 2026-10-13
Guild Investment Management, Inc.
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$358.7K (-$35.2K)
Filed 2026-11-03
State of Wyoming
DECREASED
Shares197 from 227
Change-30 (-13%)
Value$356.9K (-$94.7K)
Filed 2026-10-28
New Hampshire Trust
DECREASED
Shares197 from 201
Change-4 (-2%)
Value$356.9K (-$43.0K)
Filed 2026-10-20
ICW Investment Advisors LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$357.4K (-$33.7K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED
Shares196 from 305
Change-109 (-36%)
Value$355.3K (-$251.7K)
Filed 2026-10-14
Green Ridge Wealth Planning LLC
INCREASED
Shares195 from 106
Change+89 (+84%)
Value$353.3K (+$142.4K)
Filed 2026-10-08
Acorn Creek Capital LLC
DECREASED
Shares195 from 204
Change-9 (-4%)
Value$353.4K (-$52.6K)
Filed 2026-11-05
Burney Co/
INCREASED
Shares194 from 185
Change+9 (+5%)
Value$350.7K (-$17.4K)
Filed 2026-10-15
Townsend Asset Management Corp
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$351.5K (-$34.5K)
Filed 2026-10-29
Teamwork Financial Advisors, LLC
DECREASED
Shares191 from 357
Change-166 (-46%)
Value$346.2K (-$364.2K)
Filed 2026-10-19
Wealth Preservation Advisors, LLC
INCREASED
Shares191 from 152
Change+39 (+26%)
Value$346.0K (+$43.6K)
Filed 2026-11-05
Cooper Financial Group
INCREASED
Shares190 from 159
Change+31 (+20%)
Value$344.4K (+$28.0K)
Filed 2026-10-07
Rare Wolf Capital LLC
DECREASED
Shares190 from 191
Change-1 (-1%)
Value$344.2K (-$35.8K)
Filed 2026-10-20
Intergy Private Wealth, LLC
DECREASED
Shares189 from 208
Change-19 (-9%)
Value$342.4K (-$71.4K)
Filed 2026-10-16
Symphony Financial, Ltd. Co.
INCREASED
Shares189 from 176
Change+13 (+7%)
Value$343.8K (+$1.6K)
Filed 2026-10-22
Cardinal Point Capital Management ULC
INCREASED
Shares188 from 169
Change+19 (+11%)
Value$340.9K (+$3.8K)
Filed 2026-10-21
FAI Advisors, Inc.
INCREASED
Shares187 from 181
Change+6 (+3%)
Value$338.8K (-$21.3K)
Filed 2026-10-27
Tranquility Partners, LLC
INCREASED
Shares187 from 185
Change+2 (+1%)
Value$338.8K (-$29.3K)
Filed 2026-10-20
Syverson Strege & Co
INCREASED
Shares186 from 164
Change+22 (+13%)
Value$337.0K (+$10.7K)
Filed 2026-11-02
Paulson Wealth Management Inc.
INCREASED
Shares186 from 184
Change+2 (+1%)
Value$337.0K (-$29.1K)
Filed 2026-11-02
Gutierrez Wealth Advisory, LLC
NEW
Shares185
Change+185
Value$336.1K
Filed 2026-11-02
Putney Financial Group LLC
INCREASED
Shares184 from 160
Change+24 (+15%)
Value$333.3K (+$15.0K)
Filed 2026-10-30
Concord Wealth Partners
DECREASED
Shares183 from 233
Change-50 (-21%)
Value$332.4K (-$131.2K)
Filed 2026-11-02
Toth Financial Advisory Corp
INCREASED
Shares183 from 167
Change+16 (+10%)
Value$331.5K (-$701)
Filed 2026-10-08
Sound Income Strategies, LLC
DECREASED
Shares183 from 189
Change-6 (-3%)
Value$324.7K (-$52.2K)
Filed 2026-10-09
NBT Bank, N.A.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$327.9K (-$32.2K)
Filed 2026-10-21
Clark Asset Management, LLC
DECREASED
Shares180 from 219
Change-39 (-18%)
Value$326.1K (-$109.6K)
Filed 2026-10-19
Global Assets Advisory, LLC
DECREASED
Shares180 from 202
Change-22 (-11%)
Value$335.5K (-$36.6K)
Filed 2026-10-28
Philadelphia Trust Co
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$326 (-$32)
Filed 2026-11-05
Fiduciary Family Office, LLC
INCREASED
Shares179 from 148
Change+31 (+21%)
Value$324.3K (+$29.9K)
Filed 2026-11-04
Trust Co of the South
INCREASED
Shares179 from 172
Change+7 (+4%)
Value$324.3K (-$17.9K)
Filed 2026-10-21
Brian LOW Financial Group, LLC
INCREASED
Shares179 from 172
Change+7 (+4%)
Value$324.3K (-$17.9K)
Filed 2026-10-28
Black Diamond Financial, LLC
DECREASED
Shares178 from 180
Change-2 (-1%)
Value$322.5K (-$35.6K)
Filed 2026-10-26
Balance Wealth Partners LLC
INCREASED
Shares177 from 140
Change+37 (+26%)
Value$321.2K (+$42.7K)
Filed 2026-10-27
Stablepoint Partners, LLC
DECREASED
Shares177 from 178
Change-1 (-1%)
Value$320.7K (-$33.5K)
Filed 2026-11-03
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares176 from 165
Change+11 (+7%)
Value$318.9K (-$9.4K)
Filed 2026-10-16
Sugar Maple Asset Management, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$317.0K (-$31.1K)
Filed 2026-10-13
First Premier Bank
INCREASED
Shares174 from 166
Change+8 (+5%)
Value$315 (-$15)
Filed 2026-10-13
ZWJ Investment Counsel Inc
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$315.2K (-$30.9K)
Filed 2026-10-15
Park Capital Management, LLC / WI
INCREASED
Shares173 from 166
Change+7 (+4%)
Value$313.4K (-$16.8K)
Filed 2026-10-13
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares171 from 157
Change+14 (+9%)
Value$309.8K (-$2.5K)
Filed 2026-11-03
Eagle Wealth Advisors LLC
INCREASED
Shares171 from 166
Change+5 (+3%)
Value$309.8K (-$20.5K)
Filed 2026-10-20
Stewardship Advisors, LLC
INCREASED
Shares171 from 168
Change+3 (+2%)
Value$309.8K (-$24.4K)
Filed 2026-10-20
Costello Asset Management, Inc
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$309.8K (-$30.4K)
Filed 2026-10-30
Compound Global Advisors, LLC
INCREASED
Shares170 from 50
Change+120 (+240%)
Value$308.0K (+$208.5K)
Filed 2026-10-20
Victory Financial Group, LLC
INCREASED
Shares170 from 143
Change+27 (+19%)
Value$308.0K (+$23.5K)
Filed 2026-10-27
Sage Private Wealth Group, LLC
INCREASED
Shares170 from 163
Change+7 (+4%)
Value$308.0K (-$16.3K)
Filed 2026-10-21
First Nebraska Trust Co
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$308.0K (-$30.2K)
Filed 2026-10-30
Yankcom Partnership
DECREASED
Shares169 from 189
Change-20 (-11%)
Value$306.2K (-$69.8K)
Filed 2026-10-15
Rational Advisors, Inc.
INCREASED
Shares168 from 145
Change+23 (+16%)
Value$304.4K (+$15.9K)
Filed 2026-11-02
Planned Solutions, Inc.
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$304.4K (-$29.9K)
Filed 2026-10-19
Thrive Wealth Management, LLC
INCREASED
Shares166 from 164
Change+2 (+1%)
Value$300.9K (-$24.9K)
Filed 2026-10-13
Security Financial Services, Inc.
DECREASED
Shares164 from 167
Change-3 (-2%)
Value$297.1K (-$35.1K)
Filed 2026-10-29
Global Wealth Strategies & Associates
INCREASED
Shares163 from 133
Change+30 (+23%)
Value$295.3K (+$30.7K)
Filed 2026-10-02
One Day In July LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$295.3K (-$29.0K)
Filed 2026-10-30
Prospera Capital Management, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$295.3K (-$2.2K)
Filed 2026-10-19
CPC Advisors, LLC
NEW
Shares162
Change+162
Value$293.5K
Filed 2026-10-21
Douglas Lane & Associates, LLC
DECREASED
Shares162 from 179
Change-17 (-9%)
Value$293.5K (-$62.6K)
Filed 2026-10-09
CLG LLC
INCREASED
Shares162 from 159
Change+3 (+2%)
Value$293.2K (-$23.6K)
Filed 2026-10-13
WPG Advisers, LLC
DECREASED
Shares161 from 164
Change-3 (-2%)
Value$291.7K (-$34.6K)
Filed 2026-10-27
Impact Investors, Inc
DECREASED
Shares160 from 624
Change-464 (-74%)
Value$290.1K (-$951.6K)
Filed 2026-11-02
United Community Bank
INCREASED
Shares160 from 20
Change+140 (+700%)
Value$289.9K (+$250.1K)
Filed 2026-10-28
Summa Corp.
INCREASED
Shares160 from 133
Change+27 (+20%)
Value$289.9K (+$25.3K)
Filed 2026-10-30
Capital Square, LLC
INCREASED
Shares160 from 155
Change+5 (+3%)
Value$290.1K (+$9.8K)
Filed 2026-10-19
West Paces Advisors Inc.
DECREASED
Shares159 from 164
Change-5 (-3%)
Value$288.1K (-$38.2K)
Filed 2026-10-13
Endowment Wealth Management, Inc.
DECREASED
Shares157 from 216
Change-59 (-27%)
Value$284.6K (-$145.1K)
Filed 2026-11-03
Cornerstone Planning Group LLC
DECREASED
Shares157 from 178
Change-21 (-12%)
Value$279.5K (-$41.2K)
Filed 2026-10-16
Geneva Partners, LLC
DECREASED
Shares156 from 1,884
Change-1,728 (-92%)
Value$282.6K (-$3.5M)
Filed 2026-10-26
Hohimer Wealth Management, LLC
DECREASED
Shares156 from 223
Change-67 (-30%)
Value$282.8K (-$161.0K)
Filed 2026-11-04
Eagle Bay Advisors LLC
INCREASED
Shares156 from 130
Change+26 (+20%)
Value$282.6K (+$24.0K)
Filed 2026-10-16
Prosperity Financial Group, Inc.
INCREASED
Shares156 from 148
Change+8 (+5%)
Value$282.6K (-$11.8K)
Filed 2026-10-29
Phillips Financial Management, LLC
INCREASED
Shares156 from 149
Change+7 (+5%)
Value$282.6K (-$13.8K)
Filed 2026-10-19
Blossom Wealth Management
DECREASED
Shares156 from 160
Change-4 (-2%)
Value$282.6K (-$35.7K)
Filed 2026-11-03
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares156 from 154
Change+2 (+1%)
Value$282.0K (-$23.7K)
Filed 2026-10-22
Embree Financial Group
INCREASED
Shares155 from 151
Change+4 (+3%)
Value$280.8K (-$19.6K)
Filed 2026-10-22
Clear Wave Wealth Management LLC
INCREASED
Shares155 from 153
Change+2 (+1%)
Value$280.8K (-$23.6K)
Filed 2026-11-04
Capital Asset Advisory Services LLC
DECREASED
Shares154 from 166
Change-12 (-7%)
Value$240.4K (-$89.8K)
Filed 2026-10-30
CX Institutional
DECREASED
Shares154 from 159
Change-5 (-3%)
Value$279 (-$37)
Filed 2026-10-02
First Financial Group Corp
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$280.4K (-$27.5K)
Filed 2026-10-22
Baxter Bros Inc
INCREASED
Shares153 from 102
Change+51 (+50%)
Value$277.2K (+$74.3K)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares153 from 145
Change+8 (+6%)
Value$277.6K (-$11.3K)
Filed 2026-10-14
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares153 from 154
Change-1 (-1%)
Value$278.0K (-$29.3K)
Filed 2026-11-04
Quantum Financial Advisors, LLC
INCREASED
Shares152 from 126
Change+26 (+21%)
Value$275.4K (+$24.7K)
Filed 2026-11-03
IVC Wealth Advisors LLC
INCREASED
Shares152 from 138
Change+14 (+10%)
Value$275.4K (+$831)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
DECREASED
Shares152 from 165
Change-13 (-8%)
Value$275.4K (-$52.9K)
Filed 2026-10-20
Wealth Group, Ltd.
NEW
Shares150
Change+150
Value$272
Filed 2026-10-30
Howard Capital Management Group, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$271.8K (-$26.7K)
Filed 2026-10-16
Well Done, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$271.8K (-$26.7K)
Filed 2026-10-20
Barton Investment Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$271.8K (-$26.7K)
Filed 2026-10-27
Genesee Capital Advisors, LLC
INCREASED
Shares149 from 109
Change+40 (+37%)
Value$270.7K (+$53.8K)
Filed 2026-10-20
Welch Group, LLC
INCREASED
Shares148 from 144
Change+4 (+3%)
Value$268.1K (-$18.4K)
Filed 2026-10-29
Fairvoy Private Wealth, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$268.1K (-$26.3K)
Filed 2026-10-19
David J Yvars Group
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$268.1K (-$26.3K)
Filed 2026-10-09
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$268.1K (-$26.3K)
Filed 2026-10-19
Kaufman Rossin Wealth, LLC
NEW
Shares147
Change+147
Value$265.9K
Filed 2026-10-19
MBM Wealth Consultants, LLC
DECREASED
Shares147 from 156
Change-9 (-6%)
Value$266.3K (-$44.0K)
Filed 2026-10-20
Steel Grove Capital Advisors, LLC
NEW
Shares146
Change+146
Value$264.5K
Filed 2026-10-13
Ignite Planners, LLC
NEW
Shares146
Change+146
Value$264.5K
Filed 2026-10-14
Chicago Trust Co NA
DECREASED
Shares146 from 296
Change-150 (-51%)
Value$264.5K (-$324.4K)
Filed 2026-10-28
Cove Private Wealth, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$264.5K (-$26.0K)
Filed 2026-10-28
Stonebridge Financial Group, LLC
INCREASED
Shares145 from 129
Change+16 (+12%)
Value$262.7K (+$6.1K)
Filed 2026-10-01
Demars Financial Group, LLC
INCREASED
Shares145 from 130
Change+15 (+12%)
Value$263.6K (+$5.8K)
Filed 2026-10-22
Western Financial Corp
DECREASED
Shares144 from 1,937
Change-1,793 (-93%)
Value$260.8K (-$3.6M)
Filed 2026-10-14
E6 Portfolios, LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$260.9K (-$25.6K)
Filed 2026-10-26
Transcendent Capital Group LLC
DECREASED
Shares143 from 173
Change-30 (-17%)
Value$259.1K (-$85.1K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
INCREASED
Shares143 from 132
Change+11 (+8%)
Value$259.1K (-$3.5K)
Filed 2026-10-20
Parcion Private Wealth LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$259.1K (-$25.4K)
Filed 2026-10-28
Sepio Capital, LP
DECREASED
Shares142 from 316
Change-174 (-55%)
Value$257.3K (-$371.4K)
Filed 2026-10-22
MFA Wealth Advisors, LLC
DECREASED
Shares142 from 164
Change-22 (-13%)
Value$257.3K (-$69.0K)
Filed 2026-10-07
Tortuga Wealth Management, Inc
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$259.2K (-$25.3K)
Filed 2026-10-27
Leslie Global Wealth, LLC
DECREASED
Shares141 from 144
Change-3 (-2%)
Value$255.4K (-$31.0K)
Filed 2026-10-26
Legacy Financial Group, Inc.
INCREASED
Shares140 from 110
Change+30 (+27%)
Value$253.6K (+$34.8K)
Filed 2026-10-21
R2 Capital Strategies, LLC
DECREASED
Shares140 from 145
Change-5 (-3%)
Value$253.6K (-$34.8K)
Filed 2026-10-15
Emprise Bank
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$253.6K (-$24.9K)
Filed 2026-10-07
Mosley Wealth Management
DECREASED
Shares137 from 164
Change-27 (-16%)
Value$227.1K (-$99.2K)
Filed 2026-10-16
Forum Financial Management, LP
INCREASED
Shares137 from 135
Change+2 (+1%)
Value$248.2K (-$20.4K)
Filed 2026-10-16
Marathon Capital Management
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$248.2K (-$24.4K)
Filed 2026-10-23
Pacifica Partners Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$247.8K (+$5.5K)
Filed 2026-10-09
Alhambra Investment Management LLC
DECREASED
Shares136 from 146
Change-10 (-7%)
Value$246.4K (-$44.1K)
Filed 2026-10-15
JGP Global Gestao de Recursos Ltda.
NEW
Shares135
Change+135
Value$244.6K
Filed 2026-10-16
Invested Advisors
DECREASED
Shares135 from 150
Change-15 (-10%)
Value$244.6K (-$53.8K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
INCREASED
Shares135 from 129
Change+6 (+5%)
Value$244.6K (-$12.1K)
Filed 2026-10-21
Mirador Capital Partners LP
INCREASED
Shares135 from 130
Change+5 (+4%)
Value$244.6K (-$14.1K)
Filed 2026-10-09
Wagner Wealth Management, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$244.6K (-$24.0K)
Filed 2026-10-21
PFW Advisors LLC
NEW
Shares134
Change+134
Value$242.8K
Filed 2026-10-07
BigSur Wealth Management LLC
DECREASED
Shares134 from 143
Change-9 (-6%)
Value$242.8K (-$41.7K)
Filed 2026-10-13
Granville Capital, Inc.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$242.8K (-$23.8K)
Filed 2026-11-05
Acropolis Investment Management, LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$242.8K (-$23.8K)
Filed 2026-10-08
San Luis Wealth Advisors LLC
INCREASED
Shares132 from 121
Change+11 (+9%)
Value$239.7K (-$205)
Filed 2026-10-27
Momentous Wealth Management, Inc.
DECREASED
Shares131 from 133
Change-2 (-1%)
Value$237.3K (-$27.3K)
Filed 2026-10-21
rebel Financial LLC
NEW
Shares130
Change+130
Value$234.8K
Filed 2026-11-04
Park National Corp
DECREASED
Shares130 from 199
Change-69 (-35%)
Value$235.5K (-$160.4K)
Filed 2026-10-05
Bill Few Associates, Inc.
INCREASED
Shares130 from 126
Change+4 (+3%)
Value$235.5K (-$15.2K)
Filed 2026-10-09
Tenzing Financial LLC
DECREASED
Shares130 from 132
Change-2 (-2%)
Value$214.2K (-$26.8K)
Filed 2026-11-03
Warwick Investment Management, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$235.5K (-$23.1K)
Filed 2026-10-19
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares129 from 132
Change-3 (-2%)
Value$233.7K (-$28.9K)
Filed 2026-10-09
Whelan Financial
INCREASED
Shares129 from 127
Change+2 (+2%)
Value$233.7K (-$19.0K)
Filed 2026-10-28
Brickley Wealth Management
DECREASED
Shares129 from 130
Change-1 (-1%)
Value$233.7K (-$24.9K)
Filed 2026-11-04
Avid Wealth Partners LLC
DECREASED
Shares129 from 130
Change-1 (-1%)
Value$233.7K (-$24.9K)
Filed 2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED
Shares128 from 130
Change-2 (-2%)
Value$232.6K (-$26.8K)
Filed 2026-11-04
Lountzis Asset Management, LLC
NEW
Shares127
Change+127
Value$230.1K
Filed 2026-10-30
Chatham Capital Group, Inc.
INCREASED
Shares127 from 116
Change+11 (+9%)
Value$230.1K (-$693)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED
Shares127 from 129
Change-2 (-2%)
Value$230.1K (-$26.6K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$230.1K (-$22.6K)
Filed 2026-10-07
Schmidt P J Investment Management Inc
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$230.1K (-$22.6K)
Filed 2026-11-02
Cora Capital Advisors LLC
INCREASED
Shares126 from 106
Change+20 (+19%)
Value$228.3K (+$17.4K)
Filed 2026-11-02
RPG Investment Advisory, LLC
DECREASED
Shares126 from 145
Change-19 (-13%)
Value$228.3K (-$60.2K)
Filed 2026-10-21
Beese Fulmer Investment Management, Inc.
INCREASED
Shares126 from 113
Change+13 (+12%)
Value$228.3K (+$3.5K)
Filed 2026-10-23
National Wealth Management Group, LLC
DECREASED
Shares126 from 134
Change-8 (-6%)
Value$228.3K (-$38.3K)
Filed 2026-10-26
Salvus Wealth Management, LLC
NEW
Shares125
Change+125
Value$226.5K
Filed 2026-10-13
Gallacher Capital Management LLC
DECREASED
Shares125 from 278
Change-153 (-55%)
Value$226.2K (-$327.5K)
Filed 2026-10-30
Samalin Investment Counsel, LLC
DECREASED
Shares125 from 142
Change-17 (-12%)
Value$226.7K (-$54.9K)
Filed 2026-10-23
D'Orazio & Associates, Inc.
INCREASED
Shares125 from 121
Change+4 (+3%)
Value$226.1K (-$14.2K)
Filed 2026-11-04
Ironsides Asset Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$226.5K (-$22.2K)
Filed 2026-10-20
Aljian Capital Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$226.5K (-$22.2K)
Filed 2026-10-28
Oak Asset Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$226.5K (-$22.2K)
Filed 2026-10-13
Constitution Capital LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$226.5K (-$22.2K)
Filed 2026-10-23
Winter & Associates, Inc.
INCREASED
Shares124 from 101
Change+23 (+23%)
Value$202.2K (+$1.3K)
Filed 2026-10-23
XY Planning Network, Inc.
DECREASED
Shares124 from 132
Change-8 (-6%)
Value$224.6K (-$38.0K)
Filed 2026-10-14
Financial Planning Navigators Corp
DECREASED
Shares124 from 125
Change-1 (-1%)
Value$224.6K (-$24.0K)
Filed 2026-10-14
Ring Mountain Capital, LLC
NEW
Shares123
Change+123
Value$222.8K
Filed 2026-10-13
Goldstein Advisors, LLC
DECREASED
Shares123 from 168
Change-45 (-27%)
Value$222.8K (-$111.4K)
Filed 2026-10-15
Rossby Financial, LCC
DECREASED
Shares123 from 142
Change-19 (-13%)
Value$222.8K (-$59.7K)
Filed 2026-11-05
RAM Investment Partners, LLC
INCREASED
Shares123 from 110
Change+13 (+12%)
Value$222.8K (+$4.0K)
Filed 2026-10-21
Accredited Investors Inc.
NEW
Shares122
Change+122
Value$221.0K
Filed 2026-11-03
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares121 from 249
Change-128 (-51%)
Value$219.2K (-$276.2K)
Filed 2026-10-26
Axiom Investment Management LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$219.2K (-$21.5K)
Filed 2026-11-03
Kanawha Capital Management LLC
DECREASED
Shares120 from 157
Change-37 (-24%)
Value$217.4K (-$94.9K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares120 from 134
Change-14 (-10%)
Value$217.1K (-$49.1K)
Filed 2026-10-08
Sierra Ocean, LLC
DECREASED
Shares120 from 128
Change-8 (-6%)
Value$217.4K (-$37.2K)
Filed 2026-11-03
Terra Nova Asset Management LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$217.4K (-$21.3K)
Filed 2026-10-13
Affinity Capital Advisors, LLC
NEW
Shares119
Change+119
Value$211.9K
Filed 2026-10-13
Oakworth Capital, Inc.
DECREASED
Shares119 from 126
Change-7 (-6%)
Value$215.6K (-$16.6K)
Filed 2026-10-26
Frederick Financial Consultants, LLC
DECREASED
Shares119 from 124
Change-5 (-4%)
Value$215.9K (-$31.1K)
Filed 2026-10-29
Hill Island Financial LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$214.8K (-$21.1K)
Filed 2026-10-20
Patten & Patten Inc
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$215.6K (-$21.2K)
Filed 2026-10-26
Summit Securities Group LLC
NEW
Shares118
Change+118
Value$213.8K
Filed 2026-11-05
Uhlmann Price Securities, LLC
DECREASED
Shares118 from 168
Change-50 (-30%)
Value$213.8K (-$120.4K)
Filed 2026-11-03
Renaissance Investment Group LLC
INCREASED
Shares118 from 106
Change+12 (+11%)
Value$213.8K (+$2.9K)
Filed 2026-10-28
Bluedoor Private Wealth, LLC
DECREASED
Shares118 from 125
Change-7 (-6%)
Value$213.8K (-$34.9K)
Filed 2026-11-05
Insight Inv LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$213.8K (-$21.0K)
Filed 2026-10-27
Kraematon Investment Advisors, Inc
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$213.8K (-$20.9K)
Filed 2026-11-02
Legacy Private Trust Co.
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$213.8K (-$21.0K)
Filed 2026-10-06
Vista Investment Partners LLC
DECREASED
Shares117 from 133
Change-16 (-12%)
Value$212.2K (-$52.6K)
Filed 2026-10-08
Cypress Wealth Services, LLC
DECREASED
Shares117 from 130
Change-13 (-10%)
Value$214.6K (-$44.0K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares117 from 104
Change+13 (+13%)
Value$212.9K (+$5.2K)
Filed 2026-10-16
Mission Financial Group, LLC
INCREASED
Shares117 from 105
Change+12 (+11%)
Value$212.1K (+$3.1K)
Filed 2026-10-21
Uptick Partners, LLC
INCREASED
Shares117 from 111
Change+6 (+5%)
Value$211.4K (-$9.7K)
Filed 2026-11-04
Elmwood Wealth Management, Inc.
INCREASED
Shares117 from 115
Change+2 (+2%)
Value$212.0K (-$16.8K)
Filed 2026-10-14
Invera Wealth Advisors, LLC
INCREASED
Shares116 from 111
Change+5 (+5%)
Value$210.2K (-$10.7K)
Filed 2026-10-28
Main Street Group, LTD
INCREASED
Shares116 from 115
Change+1 (+1%)
Value$210.2K (-$18.6K)
Filed 2026-10-28
Fonville Wealth Management LLC
NEW
Shares115
Change+115
Value$208.3K
Filed 2026-10-28
Colonial River Investments, LLC
NEW
Shares115
Change+115
Value$208.3K
Filed 2026-10-19
Ticino Wealth
DECREASED
Shares115 from 116
Change-1 (-1%)
Value$208.3K (-$22.4K)
Filed 2026-10-13
TKG Advisors, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$208.3K (-$20.4K)
Filed 2026-11-02
International Private Wealth Advisors LLC
DECREASED
Shares114 from 132
Change-18 (-14%)
Value$206.5K (-$56.1K)
Filed 2026-11-05
Crumly & Associates Inc.
INCREASED
Shares114 from 109
Change+5 (+5%)
Value$206.5K (-$10.3K)
Filed 2026-10-07
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares114 from 118
Change-4 (-3%)
Value$206.5K (-$28.2K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares114 from 115
Change-1 (-1%)
Value$207.4K (-$20.5K)
Filed 2026-10-14
Argentarii, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$206.5K (+$1.4K)
Filed 2026-10-28
Beverly Hills Private Wealth, LLC
NEW
Shares113
Change+113
Value$204.8K
Filed 2026-11-04
Beacon Financial Advisory LLC
INCREASED
Shares113 from 103
Change+10 (+10%)
Value$205.2K (-$236)
Filed 2026-10-16
Focused Wealth Management, Inc
INCREASED
Shares113 from 110
Change+3 (+3%)
Value$204.8K (-$14.1K)
Filed 2026-10-30
Trek Financial, LLC
NEW
Shares112
Change+112
Value$202.9K
Filed 2026-10-29
Sutton Place Investors LLC
INCREASED
Shares112 from 109
Change+3 (+3%)
Value$202.9K (-$13.9K)
Filed 2026-10-20
Traphagen Investment Advisors LLC
INCREASED
Shares112 from 109
Change+3 (+3%)
Value$203.1K (-$13.8K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
DECREASED
Shares112 from 113
Change-1 (-1%)
Value$203.4K (-$21.9K)
Filed 2026-10-16
Nadler Financial Group, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$202.9K (-$19.9K)
Filed 2026-10-23
Level Wealth Management LLC
NEW
Shares111
Change+111
Value$201.1K
Filed 2026-10-23
Prospect Financial Group LLC
DECREASED
Shares111 from 152
Change-41 (-27%)
Value$201.1K (-$101.3K)
Filed 2026-11-05
Orin Green Financial, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$201.1K (-$19.7K)
Filed 2026-10-19
Cherrydale Wealth Management, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$200.1K (-$19.5K)
Filed 2026-10-20
American National Bank & Trust
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$199.3K (-$19.6K)
Filed 2026-10-07
Signature Equity Partners, LLC
INCREASED
Shares109 from 85
Change+24 (+28%)
Value$198.0K (+$28.5K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares108 from 105
Change+3 (+3%)
Value$195.7K (-$13.2K)
Filed 2026-11-05
True Wealth Design, LLC
INCREASED
Shares107 from 97
Change+10 (+10%)
Value$193.8K (+$873)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares105 from 463
Change-358 (-77%)
Value$190.2K (-$730.9K)
Filed 2026-10-14
KBC Group NV
DECREASED
Shares105 from 144
Change-39 (-27%)
Value$190 (-$96)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
DECREASED
Shares103 from 104
Change-1 (-1%)
Value$186.6K (-$20.3K)
Filed 2026-10-28
Redwood Park Advisors LLC
NEW
Shares102
Change+102
Value$184.8K
Filed 2026-11-02
Wilkerson Advisory Group LLC
INCREASED
Shares100 from 64
Change+36 (+56%)
Value$181.2K (+$53.8K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
INCREASED
Shares96 from 41
Change+55 (+134%)
Value$173.9K (+$92.4K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares94 from 285
Change-191 (-67%)
Value$169.5K (-$397.6K)
Filed 2026-11-04
Gables Capital Management Inc.
INCREASED
Shares94 from 90
Change+4 (+4%)
Value$170.3K (-$8.8K)
Filed 2026-11-04
Bayforest Capital Ltd
NEW
Shares93
Change+93
Value$168.5K
Filed 2026-11-03
SJS Investment Consulting Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$168.5K (-$16.5K)
Filed 2026-10-26
Jcic Asset Management Inc.
INCREASED
Shares92 from 65
Change+27 (+42%)
Value$166.7K (+$80.8K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares90 from 85
Change+5 (+6%)
Value$163.1K (-$5.1K)
Filed 2026-10-07
Compass Wealth Management LLC
NEW
Shares88
Change+88
Value$159.4K
Filed 2026-10-22
Hughes Financial Services, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$144.1K (-$27.0K)
Filed 2026-10-30
Highline Wealth Partners LLC
INCREASED
Shares84 from 73
Change+11 (+15%)
Value$152.2K (+$7.0K)
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$152.2K (-$14.9K)
Filed 2026-10-23
Elyxium Wealth, LLC
NEW
Shares81
Change+81
Value$146.8K
Filed 2026-10-27
West Financial Advisors, LLC
NEW
Shares80
Change+80
Value$144.9K
Filed 2026-10-22
Trust Co of Vermont
INCREASED
Shares80 from 72
Change+8 (+11%)
Value$144.9K (+$1.7K)
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares79
Change+79
Value$143.1K
Filed 2026-10-26
Bell Investment Advisors, Inc
DECREASED
Shares79 from 80
Change-1 (-1%)
Value$143.1K (-$16.0K)
Filed 2026-10-29
Birch Financial Group, LLC
NEW
Shares75
Change+75
Value$135.6K
Filed 2026-10-27
First Community Trust NA
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$132.3K (-$13.0K)
Filed 2026-10-07
Adirondack Trust Co
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$128.6K (-$12.6K)
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$124.1K (-$12.1K)
Filed 2026-11-04
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$123.2K (-$12.1K)
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$121.4K (-$11.9K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
NEW
Shares66
Change+66
Value$119.6K
Filed 2026-10-27
GK Wealth Management LLC
DECREASED
Shares65 from 141
Change-76 (-54%)
Value$117.8K (-$162.8K)
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares65 from 63
Change+2 (+3%)
Value$118.4K (-$7.6K)
Filed 2026-10-14
High Point Wealth Management, LLC
INCREASED
Shares61 from 39
Change+22 (+56%)
Value$110.7K (+$33.0K)
Filed 2026-11-05
Prudent Man Investment Management, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$108.7K (+$44.5K)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
NEW
Shares59
Change+59
Value$106.9K
Filed 2026-10-13
KFG LLC
NEW
Shares58
Change+58
Value$105.1K
Filed 2026-11-02
Pathway Financial Advisers, LLC
NEW
Shares58
Change+58
Value$105.8K
Filed 2026-10-27
Mcdonald Partners LLC
DECREASED
Shares58 from 62
Change-4 (-6%)
Value$105.1K (-$18.3K)
Filed 2026-11-03
Tradewinds Capital Management, LLC
INCREASED
Shares57 from 54
Change+3 (+6%)
Value$103.3K (-$4.7K)
Filed 2026-10-23
City Holding Co
DECREASED
Shares57 from 59
Change-2 (-3%)
Value$103.3K (-$14.1K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
DECREASED
Shares56 from 69
Change-13 (-19%)
Value$101.5K (-$35.8K)
Filed 2026-10-15
Kimelman & Baird, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$99.6K (-$9.8K)
Filed 2026-11-03
Wealth Analytics Partners, LLC
NEW
Shares54
Change+54
Value$97.8K
Filed 2026-10-19
Burkett Financial Services, LLC
NEW
Shares54
Change+54
Value$97.8K
Filed 2026-10-01
Evermay Wealth Management LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$97.8K (-$9.6K)
Filed 2026-11-05
Rachor Investment Advisory Services, LLC
DECREASED
Shares52 from 54
Change-2 (-4%)
Value$94.2K (-$12.3K)
Filed 2026-10-29
Fairscale Capital, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$81.4K (-$22.0K)
Filed 2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$92.4K (-$9.1K)
Filed 2026-10-22
Bochk Asset Management Ltd
DECREASED
Shares50 from 2,000
Change-1,950 (-97%)
Value$90.6K (-$3.9M)
Filed 2026-10-29
Bare Financial Services, Inc
INCREASED
Shares50 from 44
Change+6 (+14%)
Value$90.6K (+$3.0K)
Filed 2026-11-04
West Branch Capital LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$90.6K (-$8.9K)
Filed 2026-10-20
Kennebec Savings Bank
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$87.0K (-$8.5K)
Filed 2026-10-22
Activest Wealth Management
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$86.1K (-$8.4K)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares47
Change+47
Value$85.1K
Filed 2026-10-27
Trust Co
INCREASED
Shares47 from 1
Change+46 (+4600%)
Value$85.1K (+$83.2K)
Filed 2026-10-09
Essential Investment Partners LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$83.3K (-$8.2K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares45 from 37
Change+8 (+22%)
Value$81.5K (+$7.9K)
Filed 2026-10-13
Thompson Investment Management, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$81.5K (-$8.0K)
Filed 2026-10-14
Archer Investment Corp
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$80.1K (-$7.8K)
Filed 2026-11-05
Markowski Investments
INCREASED
Shares42 from 8
Change+34 (+425%)
Value$76.1K (+$60.2K)
Filed 2026-10-30
SRH Advisors, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$76.1K (-$7.5K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares41
Change+41
Value$74.3K
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares41 from 49
Change-8 (-16%)
Value$74.5K (-$22.8K)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares40 from 47
Change-7 (-15%)
Value$72.5K (-$21.0K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$68.8K (-$6.8K)
Filed 2026-11-02
Fortitude Family Office, LLC
INCREASED
Shares37 from 28
Change+9 (+32%)
Value$67.0K (+$11.3K)
Filed 2026-10-14
North Star Investment Management Corp.
INCREASED
Shares36 from 30
Change+6 (+20%)
Value$65.2K (+$5.5K)
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$63.4K (-$6.2K)
Filed 2026-10-26
DT Investment Partners, LLC
INCREASED
Shares34 from 31
Change+3 (+10%)
Value$61.6K (-$76)
Filed 2026-10-27
Bullock Wealth Management Group
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$57.9K (-$1.1K)
Filed 2026-10-09
Catalyst Capital Advisors LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$58.0K (-$5.7K)
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares31 from 39
Change-8 (-21%)
Value$56.2K (-$21.4K)
Filed 2026-10-28
Tower Trust & Investment Co
DECREASED
Shares31 from 32
Change-1 (-3%)
Value$56.2K (-$7.5K)
Filed 2026-10-28
Transce3nd, LLC
DECREASED
Shares30 from 32
Change-2 (-6%)
Value$50.3K (-$7.2K)
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$54.4K (-$5.3K)
Filed 2026-10-15
Birchbrook, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$54.4K (-$5.3K)
Filed 2026-10-14
Retirement Wealth Solutions LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$52.5K (-$5.2K)
Filed 2026-10-07
Gen-Wealth Partners Inc
INCREASED
Shares28 from 19
Change+9 (+47%)
Value$51.5K (+$13.7K)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares28 from 26
Change+2 (+8%)
Value$50.7K (-$998)
Filed 2026-11-04
Atwood & Palmer Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$50.7K (-$5.0K)
Filed 2026-10-08
Hager Investment Management Services, LLC
DECREASED
Shares26 from 27
Change-1 (-4%)
Value$47.1K (-$6.6K)
Filed 2026-11-04
Kroeger Financial Partners
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$47.1K (-$4.6K)
Filed 2026-10-19
Barrett & Company, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$45.3K (-$4.4K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
INCREASED
Shares23 from 19
Change+4 (+21%)
Value$41.7K (+$3.9K)
Filed 2026-10-09
Downshift Financial, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$41.7K (-$4.1K)
Filed 2026-10-13
Tsfg, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$40 (-$4)
Filed 2026-10-23
MV Capital Management, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$39.9K (-$3.9K)
Filed 2026-10-29
William Mack & Associates, Inc.
NEW
Shares21
Change+21
Value$38.0K
Filed 2026-10-27
NBH Bank
INCREASED
Shares21 from 13
Change+8 (+62%)
Value$38.0K (+$12.2K)
Filed 2026-11-05
Kingdom Financial Group Llc.
INCREASED
Shares21 from 17
Change+4 (+24%)
Value$37.8K (+$4.3K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$38.0K (-$3.7K)
Filed 2026-10-21
Vision Financial Markets LLC
NEW
Shares20
Change+20
Value$36.2K
Filed 2026-10-22
Towne Trust Company, N.a
DECREASED
Shares20 from 25
Change-5 (-20%)
Value$36.2K (-$13.5K)
Filed 2026-10-28
Blume Capital Management, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$36.2K (-$3.6K)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$36.2K (-$3.6K)
Filed 2026-10-15
Nvest Wealth Strategies, Inc.
DECREASED
Shares18 from 20
Change-2 (-10%)
Value$32.6K (-$7.2K)
Filed 2026-10-14
American Capital Advisory, LLC
INCREASED
Shares18 from 16
Change+2 (+13%)
Value$32.6K (+$779)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED
Shares17 from 89
Change-72 (-81%)
Value$30.8K (-$146.3K)
Filed 2026-11-04
Tompkins Financial Corp
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$29.0K (-$2.8K)
Filed 2026-10-05
Quest 10 Wealth Builders, Inc.
NEW
Shares15
Change+15
Value$27.2K
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
NEW
Shares15
Change+15
Value$27.2K
Filed 2026-10-15
Planning Strategies Inc.
NEW
Shares15
Change+15
Value$27.2K
Filed 2026-10-02
Gilpin Wealth Management, LLC
INCREASED
Shares15 from 4
Change+11 (+275%)
Value$27.2K (+$19.2K)
Filed 2026-10-09
First United Bank & Trust
INCREASED
Shares15 from 10
Change+5 (+50%)
Value$27.2K (+$7.3K)
Filed 2026-10-22
United Financial Planning Group LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$27.2K (-$2.7K)
Filed 2026-11-04
Jnba Financial Advisors
INCREASED
Shares14 from 10
Change+4 (+40%)
Value$25.4K (+$5.5K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$25 (-$3)
Filed 2026-10-14
Richardson Capital Management LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$25.4K (-$2.5K)
Filed 2026-10-23
Valued Wealth Advisors LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$23.6K (-$2.3K)
Filed 2026-11-05
Kozak & Associates, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$21.6K (-$2.3K)
Filed 2026-10-29
First Financial Corp
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$23.6K (-$2.3K)
Filed 2026-10-13
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$23.6K (-$2.3K)
Filed 2026-10-16
Rydar Equities, Inc.
NEW
Shares12
Change+12
Value$22.1K
Filed 2026-10-13
Ameliora Wealth Management Ltd.
NEW
Shares12
Change+12
Value$21.7K
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$21.7K (-$2.1K)
Filed 2026-10-15
Blueline Advisors LLC
NEW
Shares11
Change+11
Value$19.9K
Filed 2026-10-15
Align Financial, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$19.9K (-$2.0K)
Filed 2026-10-16
Reap Financial Group, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$19.9K (-$1.9K)
Filed 2026-11-02
Gleason Group, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$19.9K (-$2.0K)
Filed 2026-10-15
Private Wealth Management Group, LLC
DECREASED
Shares10 from 90
Change-80 (-89%)
Value$18.1K (-$160.9K)
Filed 2026-10-19
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares10 from 15
Change-5 (-33%)
Value$18.1K (-$11.7K)
Filed 2026-10-07
High Note Wealth, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$18.1K (-$1.8K)
Filed 2026-10-27
Burk Holdings LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$18.1K (-$1.8K)
Filed 2026-11-05
PFS Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$18.1K (-$1.8K)
Filed 2026-10-21
RMG Wealth Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$15.8K (-$2.3K)
Filed 2026-10-26
Fiduciary Advisors, Inc.
NEW
Shares9
Change+9
Value$16.3K
Filed 2026-10-16
Elevated Capital Advisors, LLC
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$16.3K (+$2.4K)
Filed 2026-11-04
City State Bank
NEW
Shares8
Change+8
Value$14.5K
Filed 2026-10-20
Morton Brown Family Wealth, LLC
INCREASED
Shares8 from 2
Change+6 (+300%)
Value$14.5K (+$10.5K)
Filed 2026-10-23
Creative Capital Management Investments LLC
INCREASED
Shares8 from 3
Change+5 (+167%)
Value$14.5K (+$8.5K)
Filed 2026-10-28
Bulwark Capital Corp
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$14.5K (-$1.4K)
Filed 2026-10-13
Sherman Asset Management, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$14.5K (-$1.4K)
Filed 2026-11-05
Bank & Trust Co
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$14.5K (-$1.4K)
Filed 2026-10-07
Community Financial Services Group, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$14.5K (-$276)
Filed 2026-10-15
Hurley Capital, LLC
INCREASED
Shares7 from 1
Change+6 (+600%)
Value$12.7K (+$10.7K)
Filed 2026-11-05
Aspect Partners, LLC
INCREASED
Shares7 from 3
Change+4 (+133%)
Value$12.7K (+$6.7K)
Filed 2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$12.7K (-$1.2K)
Filed 2026-11-02
Noble Wealth Management PBC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$12.7K (-$1.2K)
Filed 2026-10-01
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$12.7K (-$1.2K)
Filed 2026-10-13
Coastline Trust Co
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$12.7K (-$1.2K)
Filed 2026-10-01
Lloyd Advisory Services, Llc.
DECREASED
Shares6 from 8
Change-2 (-25%)
Value$11.0K (-$5.0K)
Filed 2026-11-02
Union Savings Bank
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$10.9K (-$1.1K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$11.9K ($0)
Filed 2026-11-05
Piscataqua Savings Bank
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$10.9K (-$1.1K)
Filed 2026-10-21
Horizon Financial Services, LLC
DECREASED
Shares5 from 14
Change-9 (-64%)
Value$9.1K (-$18.8K)
Filed 2026-11-04
Monetary Solutions, Ltd
INCREASED
Shares5 from 3
Change+2 (+67%)
Value$9.1K (+$3.1K)
Filed 2026-10-22
Southern Michigan Bank & Trust
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$9.1K (-$4.9K)
Filed 2026-10-19
Fairman Group, LLC
INCREASED
Shares5 from 3
Change+2 (+67%)
Value$9.1K (+$3.1K)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$9.2K (-$893)
Filed 2026-10-28
Entrust Financial LLC
NEW
Shares4
Change+4
Value$7.2K
Filed 2026-11-04
Intelligent Financial Strategies
NEW
Shares4
Change+4
Value$7.2K
Filed 2026-10-16
Buck Wealth Strategies, LLC
DECREASED
Shares4 from 11
Change-7 (-64%)
Value$7.2K (-$14.6K)
Filed 2026-10-28
Breakwater Investment Management
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$7.2K (+$3.3K)
Filed 2026-10-20
Hartford Financial Management Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$7.2K (-$711)
Filed 2026-10-21
Hickory Point Bank & Trust
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$7.2K (-$711)
Filed 2026-10-01
IFS Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$7.2K (-$711)
Filed 2026-10-14
Your Advocates Ltd., LLP
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$7.2K (-$711)
Filed 2026-11-03
Navigoe, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$7 ($0)
Filed 2026-11-04
Centerpoint Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$7 (-$1)
Filed 2026-11-05
Alpine Bank Wealth Management
NEW
Shares3
Change+3
Value$5.4K
Filed 2026-10-16
Syntax Research, Inc.
NEW
Shares3
Change+3
Value$5.4K
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares3
Change+3
Value$5.4K
Filed 2026-10-29
Nova Financial LLC
NEW
Shares3
Change+3
Value$5.4K
Filed 2026-11-04
PayPay Securities Corp
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$5.4K (+$1.5K)
Filed 2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$5.4K (-$533)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$5.4K (-$533)
Filed 2026-10-27
Legacies Wealth LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$5.4K (-$533)
Filed 2026-11-02
Mascoma Wealth Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$5.4K (-$533)
Filed 2026-10-23
Carolina Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$3.6K
Filed 2026-10-23
Godsey & Gibb, Inc
NEW
Shares2
Change+2
Value$3.6K
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$3.6K (-$356)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$3.6K (-$356)
Filed 2026-10-26
Newton One Investments LLC
NEW
Shares1
Change+1
Value$1.8K
Filed 2026-10-14
Inspire Investing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1.1K (-$110)
Filed 2026-10-22
Key Capital Management, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1.8K (-$177)
Filed 2026-11-03
Quaker Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1.8K (-$178)
Filed 2026-10-22
WT Asset Management Ltd
CLOSED
Shares0 from 105,329
Change-105,329 (-100%)
Value$0 (-$209.5M)
Filed 2026-10-28
Carrhae Capital LLP
CLOSED
Shares0 from 32,056
Change-32,056 (-100%)
Value$0 (-$63.8M)
Filed 2026-10-20
Jefferies Financial Group Inc.
CLOSED
Shares0 from 32,000
Change-32,000 (-100%)
Value$0 (-$63.7M)
Filed 2026-11-05
Two Creeks Capital Management, LP
CLOSED
Shares0 from 2,526
Change-2,526 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-08
Axon Capital LP
CLOSED
Shares0 from 2,230
Change-2,230 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-27
TTP Investments, Inc.
CLOSED
Shares0 from 2,131
Change-2,131 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-30
Wealth Management Partners, LLC
CLOSED
Shares0 from 1,919
Change-1,919 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-21
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 1,288
Change-1,288 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-09
University of Texas S AM Investment Management Co
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-03
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 601
Change-601 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-09
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Deltec Asset Management LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$994.7K)
Filed 2026-10-26
Accuvest Global Advisors
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$985.0K)
Filed 2026-11-04
Associated Banc-Corp
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$889.3K)
Filed 2026-10-30
Spectrum Asset Management, Inc. (NB )
CLOSED
Shares0 from 356
Change-356 (-100%)
Value$0 (-$708.2K)
Filed 2026-10-19
Johnson Financial Group, LLC
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$672.4K)
Filed 2026-11-03
Sunpointe, LLC
CLOSED
Shares0 from 304
Change-304 (-100%)
Value$0 (-$604.8K)
Filed 2026-10-22
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$596.8K)
Filed 2026-11-03
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 269
Change-269 (-100%)
Value$0 (-$535.2K)
Filed 2026-10-26
Lorne Steinberg Wealth Management Inc.
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$493.4K)
Filed 2026-10-23
PCG Asset Management, LLC
CLOSED
Shares0 from 243
Change-243 (-100%)
Value$0 (-$483.4K)
Filed 2026-11-05
Sage Mountain Advisors LLC
CLOSED
Shares0 from 228
Change-228 (-100%)
Value$0 (-$453.9K)
Filed 2026-11-02
Hartmann Taylor Wealth Management, LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$258.9K)
Filed 2026-10-14
One Wealth Capital Management, LLC
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$364.1K)
Filed 2026-10-23
Lavelle Capital LP
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$342.2K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$330.2K)
Filed 2026-10-20
Arlington Partners LLC
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$306.4K)
Filed 2026-10-20
Southland Equity Partners LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$244.7K)
Filed 2026-10-14
Saxony Capital Management, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$238.7K)
Filed 2026-10-15
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$232.8K)
Filed 2026-10-20
Howard Bailey Securities, LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$228.8K)
Filed 2026-10-27
Master's Wealth Management Inc.
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-22
Kellett Wealth Advisors, LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$224.8K)
Filed 2026-10-15
Inman Jager Wealth Management, LLC
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$222.8K)
Filed 2026-11-05
Journey Retirement Planning & Investment Management LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-09
Kelly Financial Services LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-20
MSH Capital Advisors LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$218.8K)
Filed 2026-11-03
Opinicus Capital, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-28
Bahl & Gaynor LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$218.8K)
Filed 2026-11-05
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-13
Walker Asset Management, LLC
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-13
Centennial Advisors, LLC
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-21
Equita Financial Network, Inc.
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-19
Gemmer Asset Management LLC
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-16
Golden Reserve Retirement LLC
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$214.9K)
Filed 2026-11-02
High Probability Advisors, LLC
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-19
Renasant Bank
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$212.9K)
Filed 2026-11-05
Sterling Investment Advisors, Ltd.
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$212.9K)
Filed 2026-10-27
Arta Finance Wealth Management LLC
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-28
PMG Family Office LLC
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-19
Visionary Wealth Advisors
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$208.9K)
Filed 2026-11-04
Garde Capital, Inc.
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-29
Atlatl Advisers LLC
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-22
Martin Capital Advisors, LLP
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-15
Innovative Wealth Building LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-14
Shepherd Financial Partners LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-03
MN Wealth Advisors, LLC
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-23
Bourgeon Capital Management LLC
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-19
Rockland Trust Co
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-05
Citizens Financial Group Inc
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-23
Eagle Wealth Strategies LLC
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-20
Brown Miller Wealth Management, LLC
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-15
Benedict Financial Advisors Inc
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-07
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-23
Orca Wealth Management, LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-14
Paladin Partners, LLC
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$195.0K)
Filed 2026-10-06
Robinswood Financial LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$79.6K)
Filed 2026-10-20
Hoey Investments, Inc
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$69.6K)
Filed 2026-10-29
Barnes Dennig Private Wealth Management LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$63.7K)
Filed 2026-10-30
Gill Capital Partners, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$61.7K)
Filed 2026-10-13
Founders Capital Management
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$51.7K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$36.0K)
Filed 2026-11-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-23
Stone House Investment Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-20
FMR LLC
N/A
Shares— from 5,478,341
Change-5,478,341 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,737,614
Change-4,737,614 (-100%)
Value—
Capital World Investors
N/A
Shares— from 3,726,679
Change-3,726,679 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,140,208
Change-3,140,208 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 2,758,173
Change-2,758,173 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,459,420
Change-2,459,420 (-100%)
Value—
Capital International Investors
N/A
Shares— from 2,439,219
Change-2,439,219 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,395,859
Change-2,395,859 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,933,524
Change-1,933,524 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,788,291
Change-1,788,291 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,662,192
Change-1,662,192 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,463,906
Change-1,463,906 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 1,449,003
Change-1,449,003 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,282,190
Change-1,282,190 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 928,538
Change-928,538 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 895,430
Change-895,430 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 840,939
Change-840,939 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 801,824
Change-801,824 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 765,221
Change-765,221 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 754,422
Change-754,422 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 733,534
Change-733,534 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 718,985
Change-718,985 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 718,408
Change-718,408 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 716,647
Change-716,647 (-100%)
Value—
UBS Group AG
N/A
Shares— from 623,862
Change-623,862 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 586,367
Change-586,367 (-100%)
Value—
Lone Pine Capital LLC
N/A
Shares— from 569,174
Change-569,174 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 554,661
Change-554,661 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 533,693
Change-533,693 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 501,821
Change-501,821 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 476,010
Change-476,010 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 461,505
Change-461,505 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 440,721
Change-440,721 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 434,755
Change-434,755 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 432,714
Change-432,714 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 373,914
Change-373,914 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 371,924
Change-371,924 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 351,576
Change-351,576 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 348,738
Change-348,738 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 348,356
Change-348,356 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 342,594
Change-342,594 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 334,851
Change-334,851 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 312,480
Change-312,480 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 302,369
Change-302,369 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 301,122
Change-301,122 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 298,655
Change-298,655 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 295,406
Change-295,406 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 286,185
Change-286,185 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 277,333
Change-277,333 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 275,301
Change-275,301 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 261,246
Change-261,246 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 250,553
Change-250,553 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 246,159
Change-246,159 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 225,786
Change-225,786 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 222,906
Change-222,906 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 213,785
Change-213,785 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 203,449
Change-203,449 (-100%)
Value—
Barclays PLC
N/A
Shares— from 203,240
Change-203,240 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 197,439
Change-197,439 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 195,386
Change-195,386 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 188,358
Change-188,358 (-100%)
Value—
Valley Forge Capital Management, LP
N/A
Shares— from 171,083
Change-171,083 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 162,936
Change-162,936 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 160,941
Change-160,941 (-100%)
Value—
Amundi
N/A
Shares— from 156,791
Change-156,791 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 156,338
Change-156,338 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 154,841
Change-154,841 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 151,987
Change-151,987 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 135,687
Change-135,687 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 132,437
Change-132,437 (-100%)
Value—
Dorsey Asset Management, LLC
N/A
Shares— from 130,364
Change-130,364 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 130,266
Change-130,266 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 127,399
Change-127,399 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 126,484
Change-126,484 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 125,010
Change-125,010 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 121,216
Change-121,216 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 121,053
Change-121,053 (-100%)
Value—
Triple Frond Partners LLC
N/A
Shares— from 118,917
Change-118,917 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 116,714
Change-116,714 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 112,695
Change-112,695 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 109,385
Change-109,385 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 109,376
Change-109,376 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 108,149
Change-108,149 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 106,700
Change-106,700 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 106,645
Change-106,645 (-100%)
Value—
Anther Capital Ltd
N/A
Shares— from 98,282
Change-98,282 (-100%)
Value—
Novo Holdings A/S
N/A
Shares— from 94,946
Change-94,946 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 94,457
Change-94,457 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 94,239
Change-94,239 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 92,700
Change-92,700 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 88,615
Change-88,615 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 87,635
Change-87,635 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 86,826
Change-86,826 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 86,631
Change-86,631 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 86,363
Change-86,363 (-100%)
Value—
State Street Corp
N/A
Shares— from 85,872
Change-85,872 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 81,354
Change-81,354 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 80,167
Change-80,167 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 77,394
Change-77,394 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 76,962
Change-76,962 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 74,761
Change-74,761 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 74,461
Change-74,461 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 70,548
Change-70,548 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 70,235
Change-70,235 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 68,410
Change-68,410 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 68,090
Change-68,090 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 65,360
Change-65,360 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 65,101
Change-65,101 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 64,950
Change-64,950 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 63,600
Change-63,600 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 62,934
Change-62,934 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 62,901
Change-62,901 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 62,250
Change-62,250 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 61,686
Change-61,686 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 61,675
Change-61,675 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 61,520
Change-61,520 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 58,214
Change-58,214 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 57,430
Change-57,430 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 57,203
Change-57,203 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 57,094
Change-57,094 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 52,827
Change-52,827 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 51,824
Change-51,824 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 51,805
Change-51,805 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 50,903
Change-50,903 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 50,859
Change-50,859 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 50,234
Change-50,234 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 49,410
Change-49,410 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 49,140
Change-49,140 (-100%)
Value—
CTC LLC
N/A
Shares— from 48,226
Change-48,226 (-100%)
Value—
Square Wave Capital, LLC
N/A
Shares— from 47,800
Change-47,800 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 47,689
Change-47,689 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 47,367
Change-47,367 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 46,773
Change-46,773 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 46,574
Change-46,574 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 44,980
Change-44,980 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 44,929
Change-44,929 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 42,692
Change-42,692 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 42,396
Change-42,396 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 41,112
Change-41,112 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 40,414
Change-40,414 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 40,298
Change-40,298 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 40,282
Change-40,282 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 39,695
Change-39,695 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 39,105
Change-39,105 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 38,676
Change-38,676 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 38,434
Change-38,434 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 38,353
Change-38,353 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 38,247
Change-38,247 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 37,642
Change-37,642 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 37,250
Change-37,250 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 37,236
Change-37,236 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 36,545
Change-36,545 (-100%)
Value—
Bamco Inc
N/A
Shares— from 36,286
Change-36,286 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 36,050
Change-36,050 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 34,952
Change-34,952 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 34,719
Change-34,719 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 34,386
Change-34,386 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 34,242
Change-34,242 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 34,213
Change-34,213 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 34,180
Change-34,180 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 33,501
Change-33,501 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 33,038
Change-33,038 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 32,071
Change-32,071 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 32,019
Change-32,019 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 31,357
Change-31,357 (-100%)
Value—
Watchtower Advisors, LP
N/A
Shares— from 31,261
Change-31,261 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 31,189
Change-31,189 (-100%)
Value—
Blair William & Co
N/A
Shares— from 30,906
Change-30,906 (-100%)
Value—
Third Point LLCA
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 29,563
Change-29,563 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 28,904
Change-28,904 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 28,610
Change-28,610 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 28,322
Change-28,322 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 28,265
Change-28,265 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 27,884
Change-27,884 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 27,633
Change-27,633 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 26,839
Change-26,839 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 26,682
Change-26,682 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 26,327
Change-26,327 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 26,167
Change-26,167 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 26,104
Change-26,104 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 25,849
Change-25,849 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 25,524
Change-25,524 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Bornite Capital Management LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 24,191
Change-24,191 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 24,166
Change-24,166 (-100%)
Value—
Tensor Edge Capital, LLC
N/A
Shares— from 23,614
Change-23,614 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 23,608
Change-23,608 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 23,284
Change-23,284 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 23,008
Change-23,008 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 22,886
Change-22,886 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 22,855
Change-22,855 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 22,708
Change-22,708 (-100%)
Value—
&partners
N/A
Shares— from 22,290
Change-22,290 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 21,971
Change-21,971 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 21,785
Change-21,785 (-100%)
Value—
Soma Equity Partners LP
N/A
Shares— from 21,532
Change-21,532 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 21,515
Change-21,515 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 21,471
Change-21,471 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 21,247
Change-21,247 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 20,134
Change-20,134 (-100%)
Value—
Panview Capital Ltd
N/A
Shares— from 19,939
Change-19,939 (-100%)
Value—
Gavilan Investment Partners LLC
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Alta Park Capital, LP
N/A
Shares— from 19,310
Change-19,310 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 18,906
Change-18,906 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 18,854
Change-18,854 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 18,747
Change-18,747 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 18,678
Change-18,678 (-100%)
Value—
HughesLittle Investment Management Ltd.
N/A
Shares— from 18,579
Change-18,579 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 18,107
Change-18,107 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 18,068
Change-18,068 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 17,613
Change-17,613 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,549
Change-17,549 (-100%)
Value—
Norges Bank
N/A
Shares— from 16,869
Change-16,869 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 16,579
Change-16,579 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,486
Change-16,486 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 15,697
Change-15,697 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 15,472
Change-15,472 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 15,427
Change-15,427 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 15,341
Change-15,341 (-100%)
Value—
Capital International LTD
N/A
Shares— from 15,206
Change-15,206 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 15,139
Change-15,139 (-100%)
Value—
Trybe Capital Management LP
N/A
Shares— from 15,046
Change-15,046 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 14,886
Change-14,886 (-100%)
Value—
CIM, LLC
N/A
Shares— from 14,864
Change-14,864 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,593
Change-14,593 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 14,521
Change-14,521 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,418
Change-14,418 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 14,396
Change-14,396 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 14,188
Change-14,188 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 14,186
Change-14,186 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 14,113
Change-14,113 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 13,858
Change-13,858 (-100%)
Value—
Coalescence Partners Investment Management, LP
N/A
Shares— from 13,821
Change-13,821 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 13,761
Change-13,761 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 13,755
Change-13,755 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,731
Change-13,731 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 13,488
Change-13,488 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 13,410
Change-13,410 (-100%)
Value—
Waratah Capital Advisors Ltd.
N/A
Shares— from 13,292
Change-13,292 (-100%)
Value—
Commerce Bank
N/A
Shares— from 13,289
Change-13,289 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 13,245
Change-13,245 (-100%)
Value—
Nishkama Capital, LLC
N/A
Shares— from 12,915
Change-12,915 (-100%)
Value—
Melqart Asset Management (UK) Ltd
N/A
Shares— from 12,824
Change-12,824 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 12,798
Change-12,798 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 12,797
Change-12,797 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 12,779
Change-12,779 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 12,473
Change-12,473 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 12,342
Change-12,342 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
Pennant Select, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Night Squared LP
N/A
Shares— from 11,919
Change-11,919 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 11,909
Change-11,909 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 11,881
Change-11,881 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 11,722
Change-11,722 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 11,592
Change-11,592 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 11,577
Change-11,577 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 11,495
Change-11,495 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 11,379
Change-11,379 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,348
Change-11,348 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 11,239
Change-11,239 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 11,231
Change-11,231 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,120
Change-11,120 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 10,957
Change-10,957 (-100%)
Value—
Light Street Capital Management, LLC
N/A
Shares— from 10,957
Change-10,957 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 10,908
Change-10,908 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 10,755
Change-10,755 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 10,740
Change-10,740 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 10,698
Change-10,698 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 10,691
Change-10,691 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
Bwcp, LP
N/A
Shares— from 10,616
Change-10,616 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 10,013
Change-10,013 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 10,003
Change-10,003 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
M37 Management LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 9,956
Change-9,956 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 9,808
Change-9,808 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 9,760
Change-9,760 (-100%)
Value—
KP Management LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 9,352
Change-9,352 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 9,332
Change-9,332 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 9,268
Change-9,268 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 9,169
Change-9,169 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
DC Investments Management, LLC
N/A
Shares— from 8,788
Change-8,788 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 8,699
Change-8,699 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,672
Change-8,672 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,587
Change-8,587 (-100%)
Value—
Talos Eurisko Asset Management LP
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 8,535
Change-8,535 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 8,353
Change-8,353 (-100%)
Value—
Crow's Nest Holdings LP
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
KR Capital LP
N/A
Shares— from 8,270
Change-8,270 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,264
Change-8,264 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 8,161
Change-8,161 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 8,006
Change-8,006 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 7,993
Change-7,993 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 7,896
Change-7,896 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 7,879
Change-7,879 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 7,748
Change-7,748 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,738
Change-7,738 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,686
Change-7,686 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 7,373
Change-7,373 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 7,347
Change-7,347 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 7,341
Change-7,341 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,335
Change-7,335 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 7,297
Change-7,297 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 7,263
Change-7,263 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,205
Change-7,205 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 7,155
Change-7,155 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Fremen Capital Management LP
N/A
Shares— from 7,120
Change-7,120 (-100%)
Value—
Greenwoods Asset Management Hong Kong Ltd.
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 6,635
Change-6,635 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,596
Change-6,596 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 6,558
Change-6,558 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 6,469
Change-6,469 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 6,367
Change-6,367 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 6,156
Change-6,156 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 6,099
Change-6,099 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 5,976
Change-5,976 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 5,930
Change-5,930 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 5,796
Change-5,796 (-100%)
Value—
Governors Lane LP
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 5,536
Change-5,536 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 5,532
Change-5,532 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
Natixis
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 5,142
Change-5,142 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 5,133
Change-5,133 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 4,997
Change-4,997 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 4,931
Change-4,931 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 4,909
Change-4,909 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 4,449
Change-4,449 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Point Break Capital Management, LLC
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Kultura Capital Management LP
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 4,186
Change-4,186 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Hidden Lake Asset Management LP
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
ING Groep NV
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Sunstone Asset Management, LP
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Arrow Capital Pty Ltd
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Central Asset Investments & Management Holdings (HK) Ltd
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Pragma Gestao de Patrimonio LTD
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Dockside LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Deepwater Asset Management, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Motco
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Union Square Park Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 980
Change-980 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 975
Change-975 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
FIL Ltd
N/A
Shares— from 952
Change-952 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 948
Change-948 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 924
Change-924 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 920
Change-920 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 915
Change-915 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 912
Change-912 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 910
Change-910 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 900
Change-900 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 896
Change-896 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 895
Change-895 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 876
Change-876 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Optas, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 840
Change-840 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 838
Change-838 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 823
Change-823 (-100%)
Value—
American Trust
N/A
Shares— from 822
Change-822 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 819
Change-819 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Feynman Point Asset Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 799
Change-799 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 769
Change-769 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 752
Change-752 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 736
Change-736 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 728
Change-728 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 727
Change-727 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 723
Change-723 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 714
Change-714 (-100%)
Value—
Summitry LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Members Trust Co
N/A
Shares— from 694
Change-694 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 676
Change-676 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 639
Change-639 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 637
Change-637 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 634
Change-634 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Calydon Capital
N/A
Shares— from 614
Change-614 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 614
Change-614 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 612
Change-612 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 588
Change-588 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 585
Change-585 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 579
Change-579 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 577
Change-577 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 564
Change-564 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 562
Change-562 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 560
Change-560 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 559
Change-559 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 544
Change-544 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 543
Change-543 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 537
Change-537 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 535
Change-535 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 529
Change-529 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 523
Change-523 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 516
Change-516 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 507
Change-507 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 501
Change-501 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 500
Change-500 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 499
Change-499 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 494
Change-494 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 488
Change-488 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 478
Change-478 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 476
Change-476 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 476
Change-476 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 470
Change-470 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Invst, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 461
Change-461 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 430
Change-430 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 427
Change-427 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 423
Change-423 (-100%)
Value—
CNB Bank
N/A
Shares— from 422
Change-422 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 418
Change-418 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 410
Change-410 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 408
Change-408 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 405
Change-405 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 403
Change-403 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 398
Change-398 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 395
Change-395 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 394
Change-394 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 390
Change-390 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 364
Change-364 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 362
Change-362 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 362
Change-362 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 357
Change-357 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 352
Change-352 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 350
Change-350 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 350
Change-350 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 349
Change-349 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 348
Change-348 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 345
Change-345 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 344
Change-344 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 344
Change-344 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 343
Change-343 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 336
Change-336 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 335
Change-335 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 327
Change-327 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 323
Change-323 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 322
Change-322 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 319
Change-319 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
EWA, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 309
Change-309 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 292
Change-292 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 291
Change-291 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 291
Change-291 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 290
Change-290 (-100%)
Value—
United Bank
N/A
Shares— from 290
Change-290 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 289
Change-289 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 287
Change-287 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 284
Change-284 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 282
Change-282 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 279
Change-279 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 275
Change-275 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 269
Change-269 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 265
Change-265 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 263
Change-263 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 257
Change-257 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 256
Change-256 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 242
Change-242 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 241
Change-241 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 241
Change-241 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 236
Change-236 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 235
Change-235 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 234
Change-234 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 230
Change-230 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 224
Change-224 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 223
Change-223 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 220
Change-220 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 218
Change-218 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 215
Change-215 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 214
Change-214 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 210
Change-210 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 202
Change-202 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 202
Change-202 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 200
Change-200 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Pura Vida Investments, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 189
Change-189 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 186
Change-186 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 184
Change-184 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 183
Change-183 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 181
Change-181 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 179
Change-179 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 179
Change-179 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 178
Change-178 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 174
Change-174 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 174
Change-174 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 172
Change-172 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 172
Change-172 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 169
Change-169 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 162
Change-162 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 157
Change-157 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 153
Change-153 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 146
Change-146 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
EQ LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Ketron Financial
N/A
Shares— from 136
Change-136 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 135
Change-135 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 135
Change-135 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 133
Change-133 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 126
Change-126 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 126
Change-126 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 126
Change-126 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 126
Change-126 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 126
Change-126 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Granger Management LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 121
Change-121 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 119
Change-119 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Boston Partners
N/A
Shares— from 115
Change-115 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 113
Change-113 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 112
Change-112 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 109
Change-109 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 106
Change-106 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 70
Change-70 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 68
Change-68 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 64
Change-64 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 62
Change-62 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
180 GPS Investments IC Ltd
N/A
Shares— from 50
Change-50 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 37
Change-37 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 31
Change-31 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 29
Change-29 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 24
Change-24 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 23
Change-23 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 21
Change-21 (-100%)
Value—
BNP Paribas
N/A
Shares— from 20
Change-20 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 20
Change-20 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 18
Change-18 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 18
Change-18 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 16
Change-16 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 15
Change-15 (-100%)
Value—
Allianz SE
N/A
Shares— from 15
Change-15 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 13
Change-13 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 11
Change-11 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Rogco, LP
N/A
Shares— from 10
Change-10 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 7
Change-7 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 4
Change-4 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,160,6561,096,493+64,163+6%$2.2B$2.1B-$78.2M2026-11-04
Regents of the University of California
UNCHANGED351,282351,28200%$698.9M$636.4M-$62.4M2026-10-26
Bank of New York Mellon Corp
DECREASED290,026293,140-3,114-1%$583.2M$525.4M-$57.8M2026-11-05
Citigroup Inc
DECREASED212,346326,342-113,996-35%$649.2M$384.7M-$264.5M2026-11-04
Mirae Asset Global Investments Co., Ltd.
DECREASED172,139174,036-1,897-1%$346.2M$311.9M-$34.4M2026-11-03
Hyperion Asset Management Ltd
INCREASED150,408137,309+13,099+10%$273.2M$272.5M-$678.4K2026-10-20
GF Fund Management Co. Ltd.
DECREASED98,132107,010-8,878-8%$212.9M$177.8M-$35.1M2026-10-26
ProShare Advisors LLC
INCREASED92,16186,972+5,189+6%$173.0M$167.0M-$6.1M2026-10-29
Congress Asset Management Co
INCREASED89,54888,265+1,283+1%$175.6M$162.2M-$13.4M2026-10-06
Keybank National Association
INCREASED75,98273,293+2,689+4%$145.8M$137.7M-$8.2M2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED74,04664,926+9,120+14%$129.2M$134.1M+$5.0M2026-10-23
Allen Investment Management, LLC
INCREASED66,78565,485+1,300+2%$130.3M$121.0M-$9.3M2026-11-03
Creative Planning
INCREASED65,82659,795+6,031+10%$119.0M$119.3M+$296.7K2026-11-02
Chicago Capital, LLC
DECREASED63,72763,881-1540%$127.1M$115.5M-$11.6M2026-10-13
Principal Financial Group Inc
INCREASED62,58059,642+2,938+5%$118.7M$113.4M-$5.3M2026-11-02
Neos Investment Management LLC
INCREASED62,03152,796+9,235+17%$105.0M$112.4M+$7.3M2026-11-04
FengHe Fund Management Pte. Ltd.
NEW61,775—+61,775——$111.9M—2026-11-02
Saratoga Research & Investment Management
DECREASED57,42659,510-2,084-3%$118.4M$104.0M-$14.4M2026-10-16
Factory Mutual Insurance Co
DECREASED56,44156,491-500%$112.4M$102.3M-$10.1M2026-10-30
Country Trust Bank
INCREASED55,88950,520+5,369+11%$100.5M$101.3M+$745.9K2026-10-30
General American Investors Co Inc
UNCHANGED55,00055,00000%$109.4M$99.6M-$9.8M2026-11-02
Commonwealth Equity Services, LLC
DECREASED50,14750,532-385-1%$100.5M$90.9M-$9.7M2026-11-02
Assetmark, Inc
INCREASED48,52248,017+505+1%$95.5M$87.9M-$7.6M2026-10-21
Woodley Farra Manion Portfolio Management Inc
DECREASED47,32158,763-11,442-19%$116.9M$85.7M-$31.2M2026-11-05
Truist Financial Corp
DECREASED46,66150,295-3,634-7%$100.1M$84.5M-$15.5M2026-10-30
US Bancorp \de\
DECREASED46,21646,880-664-1%$93.3M$83.7M-$9.5M2026-11-05
Birch Hill Investment Advisors LLC
INCREASED44,12741,120+3,007+7%$81.8M$79.9M-$1.9M2026-10-16
Obermeyer Wealth Partners
INCREASED42,55742,402+155+0%$84.4M$77.1M-$7.3M2026-10-21
Temasek Holdings (Private) Ltd
DECREASED41,905112,079-70,174-63%$223.0M$75.9M-$147.1M2026-10-28
CIBC Asset Management Inc
INCREASED39,74032,736+7,004+21%$64.8M$71.9M+$7.1M2026-11-05
Capital Investment Advisors, LLC
DECREASED39,44042,530-3,090-7%$84.6M$71.5M-$13.2M2026-10-22
Henshaw Capital LLC
INCREASED37,4681,020+36,448+3573%$2.0M$67.9M+$65.9M2026-11-03
Generate Investment Management Ltd
INCREASED36,77813,278+23,500+177%$26.4M$66.6M+$40.2M2026-10-14
Oppenheimer Asset Management Inc.
INCREASED35,58335,581+2+0%$70.8M$64.5M-$6.3M2026-10-27
MacKenzie Financial Corp
DECREASED34,93063,628-28,698-45%$126.6M$63.3M-$63.3M2026-11-02
TD Waterhouse Canada Inc.
DECREASED33,99841,040-7,042-17%$75.6M$61.5M-$14.1M2026-10-16
Northeast Investment Management
DECREASED33,81033,895-850%$67.4M$61.3M-$6.2M2026-10-30
Imc-Chicago, LLC
DECREASED33,589126,416-92,827-73%$251.5M$60.9M-$190.6M2026-11-05
Exchange Traded Concepts, LLC
INCREASED33,39131,855+1,536+5%$63.4M$60.5M-$2.9M2026-10-28
Regions Financial Corp
INCREASED33,01011,319+21,691+192%$22.5M$59.8M+$37.3M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED32,99330,398+2,595+9%$50.3M$54.1M+$3.8M2026-10-13
Milestone Resources Group Ltd
UNCHANGED32,74932,74900%$65.2K$59.3K-$5.8K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED30,51729,474+1,043+4%$58.6K$55.3K-$3.4K2026-11-02
Unicom Systems, Inc.
UNCHANGED29,00029,00000%$57.7M$52.5M-$5.2M2026-10-13
Vantage Investment Partners, LLC
DECREASED28,61632,924-4,308-13%$65.5M$51.8M-$13.7M2026-10-27
Roffman Miller Associates Inc
DECREASED28,40229,045-643-2%$57.8M$51.5M-$6.3M2026-10-19
Ninety One UK Ltd
DECREASED28,20529,314-1,109-4%$58.3M$51.1M-$7.2M2026-10-15
Smith Salley Wealth Management
INCREASED27,49226,703+789+3%$53.1M$49.8M-$3.3M2026-11-03
Ethic Inc.
INCREASED25,99421,320+4,674+22%$42.4M$47.1M+$4.7M2026-11-03
Crossmark Global Holdings, Inc.
DECREASED25,87226,945-1,073-4%$53.6M$46.9M-$6.7M2026-10-21
Segment Wealth Management, LLC
DECREASED25,24625,422-176-1%$50.6M$45.7M-$4.8M2026-10-26
Guyasuta Investment Advisors Inc
DECREASED25,00026,829-1,829-7%$53.4M$45.3M-$8.1M2026-10-15
Annex Advisory Services, LLC
INCREASED24,88824,688+200+1%$49.1M$45.1M-$4.0M2026-10-16
Kestra Advisory Services, LLC
INCREASED23,75720,957+2,800+13%$41.7M$43.0M+$1.3M2026-11-02
Florida Trust Wealth Management Co
INCREASED23,18822,658+530+2%$45.1M$42.0M-$3.1M2026-11-05
Tamar Securities, LLC
DECREASED23,12423,677-553-2%$47.1M$41.9M-$5.2M2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED22,89423,003-1090%$42.4M$41.4M-$993.0K2026-11-04
Chilton Capital Management LLC
DECREASED21,54321,579-360%$42.9M$39.0M-$3.9M2026-10-28
Loftus Peak Pty Ltd
INCREASED21,18815,645+5,543+35%$31.1M$38.4M+$7.3M2026-10-15
Simplex Trading, LLC
INCREASED20,82816,406+4,422+27%$32.6M$37.7M+$5.1M2026-11-04
Midwest Trust Co
DECREASED20,20020,244-440%$40.3M$36.6M-$3.7M2026-10-22
Mill Capital Management, LLC
INCREASED20,19320,164+29+0%$40.1M$36.6M-$3.5M2026-10-26
Corda Investment Management, Llc.
DECREASED20,17620,575-399-2%$40.9M$36.6M-$4.4M2026-10-22
Lyell Wealth Management, LP
INCREASED20,07219,930+142+1%$39.6M$36.4M-$3.3M2026-10-30
Griffin Asset Management, Inc.
DECREASED19,32019,610-290-1%$39.0M$35.0M-$4.0M2026-10-22
Washington Trust Co
DECREASED18,81319,083-270-1%$38.0M$34.1M-$3.9M2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED18,03017,577+453+3%$35.0M$32.7M-$2.3M2026-10-29
Pittenger & Anderson Inc
INCREASED17,96014,885+3,075+21%$29.6M$32.5M+$2.9M2026-11-02
71 West Capital Partners
INCREASED17,95617,766+190+1%$35.3M$32.5M-$2.8M2026-11-04
Vontobel Holding Ltd.
DECREASED17,78218,837-1,055-6%$37.5M$32.2M-$5.3M2026-10-16
Kornitzer Capital Management Inc
DECREASED17,26817,735-467-3%$35.3M$31.3M-$4.0M2026-11-03
Fisher Funds Management LTD
DECREASED16,76925,777-9,008-35%$51.3M$30.4M-$20.9M2026-10-13
Barlow Wealth Partners, LLC
INCREASED16,73216,634+98+1%$29.4M$30.7M+$1.3M2026-10-15
Apollon Wealth Management, LLC
INCREASED16,55816,292+266+2%$32.4M$30.0M-$2.4M2026-10-23
Rakuten Investment Management, Inc.
NEW16,125—+16,125——$29.6M—2026-10-30
North Point Portfolio Managers Corp
DECREASED16,02316,414-391-2%$32.7M$29.0M-$3.6M2026-10-07
Atria Investments, Inc
INCREASED15,77913,503+2,276+17%$26.9M$28.6M+$1.7M2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED15,28315,547-264-2%$30.9M$27.7M-$3.2M2026-11-03
Stockman Wealth Management, Inc.
DECREASED15,10916,107-998-6%$32.0M$27.4M-$4.7M2026-10-27
McGuire Investment Group, LLC
INCREASED15,08314,470+613+4%$28.8M$27.3M-$1.5M2026-10-23
Quadrant Capital Group LLC
INCREASED14,43114,011+420+3%$27.9M$24.8M-$3.1M2026-10-20
Baldwin Wealth Partners LLC
DECREASED14,37714,435-580%$28.7M$26.0M-$2.7M2026-10-13
EverSource Wealth Advisors, LLC
INCREASED14,17614,139+37+0%$28.1M$25.7M-$2.4M2026-11-04
Cambiar Investors LLC
DECREASED14,17414,881-707-5%$29.6M$25.7M-$3.9M2026-11-04
Eldred Rock Partners, LLC
INCREASED13,97313,812+161+1%$27.5M$25.3M-$2.2M2026-10-13
Carmel Capital Management L.L.C.
DECREASED13,90913,931-220%$27.7M$25.2M-$2.5M2026-10-30
Suncoast Equity Management
INCREASED13,8137,930+5,883+74%$15.8M$25.0M+$9.2M2026-11-03
Vise Technologies, Inc.
INCREASED13,80313,109+694+5%$26.1M$25.0M-$1.1M2026-10-29
Weatherly Asset Management L. P.
DECREASED13,71713,741-240%$27.3M$24.9M-$2.5M2026-10-20
Daiwa Securities Group Inc.
INCREASED13,54513,205+340+3%$26.3M$24.5M-$1.7M2026-10-29
GW Henssler & Associates LTD
INCREASED13,35112,977+374+3%$25.8M$24.2M-$1.6M2026-10-26
Equitable Trust Co
DECREASED13,27314,649-1,376-9%$29.1M$24.0M-$5.1M2026-10-13
United Asset Strategies, Inc.
INCREASED13,23412,987+247+2%$25.8M$24.0M-$1.9M2026-10-28
Zevenbergen Capital Investments LLC
UNCHANGED13,22213,22200%$26.3M$24.0M-$2.4M2026-10-08
Phraction Management LLC
DECREASED13,16413,512-348-3%$26.9M$23.8M-$3.0M2026-10-14
Heirloom Wealth Management
INCREASED13,06512,940+125+1%$25.7M$23.7M-$2.1M2026-10-14
Farmers & Merchants Investments Inc
INCREASED12,90512,630+275+2%$25.1M$23.4M-$1.7M2026-10-22
Cidel Asset Management Inc
DECREASED12,62212,811-189-1%$25.5M$22.9M-$2.6M2026-10-29
Gradient Investments LLC
DECREASED12,54513,499-954-7%$26.9M$22.7M-$4.1M2026-10-08
Steadview Capital Management LLC
INCREASED12,51710,837+1,680+16%$21.6M$22.7M+$1.1M2026-10-28
Traynor Capital Management, Inc.
INCREASED12,5089,590+2,918+30%$19.1M$22.7M+$3.6M2026-10-29
Kestra Private Wealth Services, LLC
INCREASED12,31111,598+713+6%$23.1M$22.3M-$769.2K2026-10-30
Oppenheimer & Co Inc
INCREASED12,11111,594+517+4%$23.1M$21.9M-$1.1M2026-10-26
Security National Bank
DECREASED11,98411,993-90%$23.9M$21.7M-$2.1M2026-10-26
Alta Capital Management LLC/
DECREASED11,84013,964-2,124-15%$27.8M$21.5M-$6.3M2026-10-26
Nixon Peabody Trust Co
INCREASED11,73611,596+140+1%$23.1M$21.3M-$1.8M2026-10-23
Ashoka WhiteOak Capital Pte Ltd
INCREASED11,4369,904+1,532+15%$19.7M$21.0M+$1.3M2026-10-28
Americana Partners, LLC
DECREASED11,33912,039-700-6%$24.0M$20.5M-$3.4M2026-10-28
Reynders McVeigh Capital Management, LLC
INCREASED11,33111,096+235+2%$22.1K$20.5M+$20.5M2026-10-30
Fifth Third Bancorp
INCREASED11,25710,413+844+8%$20.7M$20.4M-$322.1K2026-11-05
Lido Advisors, LLC
INCREASED11,23510,490+745+7%$20.9M$20.4M-$513.7K2026-11-04
Farther Finance Advisors, LLC
INCREASED10,6428,927+1,715+19%$17.7M$19.3M+$1.6M2026-10-08
Marietta Wealth Management, LLC
DECREASED10,63611,223-587-5%$22.3M$17.5M-$4.8M2026-10-22
Strategic Planning Group, LLC
INCREASED10,5279,871+656+7%$19.6M$19.1M-$566.2K2026-10-22
Park Avenue Securities LLC
DECREASED10,51811,159-641-6%$22.2K$19.1K-$3.1K2026-10-26
Cullen T Bankers, Inc.
INCREASED10,4809,873+607+6%$19.6M$19.0M-$654.0K2026-10-28
Grimes & Co Wealth Management, LLC
DECREASED10,16711,100-933-8%$22.1M$18.4M-$3.7M2026-10-29
AM Investment Strategies LLC
INCREASED10,1439,510+633+7%$18.9K$18.4K-$5442026-11-05
Modera Wealth Management, LLC
DECREASED10,00810,137-129-1%$20.2M$18.1M-$2.0M2026-10-28
Henry James International Management Inc.
DECREASED10,00210,015-130%$19.9M$18.1M-$1.8M2026-10-14
Schwartz Investment Counsel Inc
NEW10,000—+10,000——$18.1M—2026-10-26
Armstrong Henry H Associates Inc
INCREASED9,5168,355+1,161+14%$16.6M$17.2M+$618.1K2026-10-07
Signaturefd, LLC
INCREASED9,3469,094+252+3%$18.1M$16.9M-$1.2M2026-10-23
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED9,27310,811-1,538-14%$21.5M$16.8M-$4.7M2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED9,1268,635+491+6%$17.2M$16.5M-$645.5K2026-11-05
Legal Advantage Investments, Inc.
INCREASED9,0306,170+2,860+46%$12.3M$16.4M+$4.1M2026-10-13
Stanley-Laman Group, Ltd.
DECREASED8,9839,077-94-1%$18.1M$16.3M-$1.8M2026-10-20
Evergreen Capital Management LLC
INCREASED8,9348,310+624+8%$16.5M$16.2M-$346.8K2026-10-23
Diversify Advisory Services, LLC
INCREASED8,7508,503+247+3%$14.1M$14.5M+$426.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED8,7508,503+247+3%$14.1M$14.5M+$426.8K2026-10-20
Choreo, LLC
DECREASED8,6939,004-311-3%$17.9M$15.8M-$2.2M2026-10-28
Hedeker Wealth, LLC
DECREASED8,6839,036-353-4%$18.0M$15.7M-$2.2M2026-10-23
Ritholtz Wealth Management
INCREASED8,6028,358+244+3%$16.6M$15.6M-$1.0M2026-11-05
Salem Investment Counselors Inc
INCREASED8,4858,134+351+4%$16.2M$15.4M-$810.1K2026-10-13
Daymark Wealth Partners, LLC
INCREASED8,4167,773+643+8%$15.5M$15.2M-$216.8K2026-11-04
Bailard, Inc.
INCREASED8,2397,906+333+4%$15.7M$14.9M-$800.3K2026-10-13
Telos Capital Management, Inc.
DECREASED8,2328,511-279-3%$16.9M$14.9M-$2.0M2026-11-02
Covenant Asset Management, LLC
DECREASED8,1188,255-137-2%$16.4M$14.7M-$1.7M2026-10-14
Sapient Capital LLC
INCREASED8,0897,959+130+2%$15.8M$14.6M-$1.2M2026-10-08
Walter Public Investments Inc.
DECREASED7,94511,311-3,366-30%$22.5M$14.4M-$8.1M2026-11-05
Calamos Advisors LLC
INCREASED7,8157,327+488+7%$14.6M$14.2M-$418.4K2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED7,8026,371+1,431+22%$12.7M$14.1M+$1.5M2026-10-13
Clean Yield Group
DECREASED7,6957,698-30%$15.3M$13.9M-$1.4M2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED7,6367,245+391+5%$14.4M$13.8M-$579.6K2026-10-21
CenterBook Partners LP
INCREASED7,5974,231+3,366+80%$8.4M$13.8M+$5.3M2026-11-02
Yarbrough Capital, LLC
UNCHANGED7,5567,55600%$15.0M$13.7M-$1.3M2026-10-19
Account Management LLC
DECREASED7,5488,020-472-6%$16.0M$13.7M-$2.3M2026-11-04
Pictet North America Advisors SA
DECREASED7,5307,946-416-5%$15.8M$13.6M-$2.2M2026-10-21
Concurrent Investment Advisors, LLC
DECREASED7,5058,581-1,076-13%$17.1M$13.6M-$3.5M2026-10-16
Solidarity Wealth, LLC
DECREASED7,2837,481-198-3%$14.9M$13.2M-$1.7M2026-10-15
Peterson Wealth Services
INCREASED7,2647,216+48+1%$14.4M$13.2M-$1.2M2026-10-26
Gunderson Capital Management LLC
DECREASED7,2187,289-71-1%$14.5M$13.1M-$1.4M2026-10-15
Bender Robert & Associates
NEW7,214—+7,214——$13.1M—2026-10-21
Profund Advisors LLC
DECREASED7,0247,236-212-3%$14.4M$12.7M-$1.7M2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW7,017—+7,017——$12.7M—2026-10-16
Eagle Global Advisors LLC
INCREASED6,8016,243+558+9%$12.4M$12.3M-$98.1K2026-11-02
Meridian Wealth Management, LLC
INCREASED6,5336,244+289+5%$12.4M$11.8M-$588.2K2026-11-05
Chronos Wealth Management, LLC
DECREASED6,4446,475-310%$12.9M$11.7M-$1.2M2026-10-20
Global X Japan Co., Ltd.
DECREASED6,3988,046-1,648-20%$16.0M$11.6M-$4.4M2026-10-21
HB Wealth Management, LLC
INCREASED6,3405,259+1,081+21%$10.5M$11.5M+$1.0M2026-10-23
Stiles Financial Services Inc
DECREASED6,3176,323-60%$12.6M$11.4M-$1.1M2026-10-30
Calamos Wealth Management LLC
INCREASED6,2614,862+1,399+29%$9.7M$11.3M+$1.7M2026-11-02
Gibraltar Capital Management, Inc.
INCREASED6,2115,941+270+5%$11.8M$11.3M-$566.9K2026-10-27
Crestwood Advisors Group, LLC
INCREASED6,1791,226+4,953+404%$2.4M$11.2M+$8.8M2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED6,0365,615+421+8%$11.2M$10.9M-$236.1K2026-10-20
Twin Peaks Capital Ltd
INCREASED6,0003,000+3,000+100%$6.0M$10.9M+$4.9M2026-11-03
Pictet Asset Management Holding SA
DECREASED5,94130,973-25,032-81%$61.6M$10.8M-$50.9M2026-11-03
Soltis Investment Advisors LLC
INCREASED5,9414,466+1,475+33%$8.9M$10.8M+$1.9M2026-10-28
Louisiana State Employees Retirement System
UNCHANGED5,9005,90000%$11.7M$10.7M-$1.0M2026-10-20
Boston Common Asset Management, LLC
INCREASED5,8984,300+1,598+37%$8.6M$10.7M+$2.1M2026-10-13
Paragon Advisors, LLC
INCREASED5,8795,464+415+8%$10.9M$10.7M-$219.5K2026-11-03
Progressive Investment Management Corp
DECREASED5,8515,903-52-1%$11.7M$10.6M-$1.1M2026-10-26
King Luther Capital Management Corp
INCREASED5,8302,522+3,308+131%$5.0M$10.6M+$5.5M2026-11-05
James Investment Research, Inc.
DECREASED5,8116,263-452-7%$12.5M$10.5M-$1.9M2026-10-22
Oak Grove Capital LLC
INCREASED5,8103,738+2,072+55%$7.4M$10.5M+$3.1M2026-10-09
SeaBridge Investment Advisors LLC
INCREASED5,7455,639+106+2%$11.2M$10.4M-$810.4K2026-11-02
United Capital Management of KS, Inc.
INCREASED5,7105,677+33+1%$11.3M$10.3M-$948.8K2026-11-04
D.A. Davidson & Co.
INCREASED5,7085,701+7+0%$11.3M$10.3M-$1.0M2026-10-28
Glenview Trust Co
INCREASED5,6805,417+263+5%$10.8M$10.3M-$486.5K2026-10-28
Contravisory Investment Management, Inc.
DECREASED5,5535,614-61-1%$11.2M$10.1M-$1.1M2026-10-13
S.E.E.D. Planning Group LLC
NEW5,481—+5,481——$9.9M—2026-10-07
Red Spruce Capital, LLC
DECREASED5,3905,485-95-2%$10.9M$9.8M-$1.1M2026-10-07
Consolidated Capital Management, LLC
DECREASED5,3695,403-34-1%$10.7M$9.7M-$1.0M2026-10-13
Busey Bank
INCREASED5,3295,160+169+3%$10.3M$9.7M-$610.6K2026-10-26
Moran Wealth Management, LLC
INCREASED5,3224,844+478+10%$9.6M$9.6M+$4.9K2026-10-22
Asset One Wealth Management LLC
INCREASED5,2775,118+159+3%$9.3M$9.6M+$269.6K2026-11-02
Asio Capital, LLC
INCREASED5,2775,133+144+3%$10.2M$9.6M-$651.6K2026-10-19
BAR Harbor Wealth Management
INCREASED5,2534,957+296+6%$9.9M$9.5M-$345.0K2026-10-21
Martin Capital Partners, LLC
INCREASED5,2435,180+63+1%$10.3M$9.5M-$806.6K2026-10-07
Ipswich Investment Management Co., Inc.
DECREASED5,2285,547-319-6%$11.0M$9.5M-$1.6M2026-10-13
Compound Planning, Inc.
DECREASED5,2235,261-38-1%$10.5M$9.5M-$1.0M2026-11-05
Glass Wealth Management Co LLC
INCREASED5,2054,678+527+11%$9.3M$9.4M+$123.1K2026-10-28
Rossmore Private Capital
DECREASED5,0795,092-130%$10.1M$9.2M-$928.8K2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED5,064704+4,360+619%$1.3M$9.2M+$7.8M2026-10-13
Cox Capital Mgt LLC
DECREASED5,0585,068-100%$10.1M$9.2M-$919.1K2026-10-07
Aaron Wealth Advisors LLC
INCREASED5,0184,798+220+5%$9.5M$9.1M-$454.4K2026-10-13
Vest Financial, LLC
INCREASED4,7713,793+978+26%$7.5M$8.6M+$1.1M2026-10-21
Augustine Asset Management Inc
DECREASED4,6994,752-53-1%$9.5M$8.5M-$940.8K2026-10-13
Thomas Story & SON LLC
DECREASED4,5904,731-141-3%$9.4M$8.3M-$1.1M2026-10-13
China Universal Asset Management Co., Ltd.
DECREASED4,5794,774-195-4%$9.5M$8.4M-$1.1M2026-10-28
Blue Square Asset Management, LLC
DECREASED4,5754,767-192-4%$9.5M$8.3M-$1.2M2026-11-02
Washington Trust Advisors, Inc.
DECREASED4,5284,572-44-1%$9.1M$8.2M-$892.4K2026-10-22
Frank, Rimerman Advisors LLC
UNCHANGED4,4834,48300%$8.9M$8.1M-$796.9K2026-10-16
Anderson Hoagland & Co
INCREASED4,4714,470+1+0%$8.9M$7.0M-$1.9M2026-10-23
Cypress Capital Group
INCREASED4,4304,390+40+1%$8.7M$8.0M-$707.9K2026-11-03
Professional Advisory Services Inc
INCREASED4,4044,350+54+1%$8.7K$8.0K-$6752026-10-08
CWA Asset Management Group, LLC
INCREASED4,3683,931+437+11%$7.8M$7.9M+$92.3K2026-10-19
Naples Global Advisors, LLC
INCREASED4,3274,235+92+2%$8.4M$7.8M-$586.1K2026-11-05
RBA Wealth Management, LLC
INCREASED4,2703,712+558+15%$7.4M$7.7M+$351.0K2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED4,19110,546-6,355-60%$21.0M$7.6M-$13.4M2026-10-29
Jackson Square Capital, LLC
INCREASED4,1652,565+1,600+62%$5.1M$7.5M+$2.4M2026-10-19
Gerber Kawasaki Wealth & Investment Management
INCREASED4,1233,929+194+5%$7.8M$7.5M-$347.1K2026-10-29
Clear Harbor Asset Management, LLC
DECREASED4,0954,139-44-1%$8.2M$7.4M-$815.5K2026-11-05
Hollow Brook Wealth Management LLC
DECREASED4,0634,362-299-7%$8.7M$7.4M-$1.3M2026-10-29
Independence Bank of Kentucky
INCREASED4,0343,982+52+1%$7.9M$7.3M-$613.7K2026-10-26
FFG Partners, LLC
DECREASED4,0274,222-195-5%$8.4M$7.3M-$1.1M2026-10-15
Guardian Wealth Management, Inc.
INCREASED4,0163,923+93+2%$7.8M$7.3M-$528.9K2026-10-30
Central Trust Co
INCREASED4,0143,918+96+2%$7.8M$7.3M-$522.6K2026-11-05
Slow Capital, Inc.
DECREASED3,9784,052-74-2%$8.1M$7.2M-$854.4K2026-10-23
Ramsay, Stattman, Vela & Price, Inc.
INCREASED3,9563,949+7+0%$7.9M$7.2M-$689.0K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED3,9525,311-1,359-26%$10.6M$7.2M-$3.4M2026-11-05
Allen Capital Group, LLC
DECREASED3,9303,973-43-1%$7.9M$7.1M-$784.2K2026-10-27
Ellerson Group Inc
DECREASED3,8914,188-297-7%$8.3M$6.0M-$2.3M2026-11-04
Gamma Investing LLC
INCREASED3,8813,499+382+11%$7.0M$7.0M+$70.0K2026-10-08
Parallel Advisors, LLC
INCREASED3,8763,707+169+5%$7.4M$7.0M-$353.7K2026-11-03
Principle Wealth Partners LLC
INCREASED3,8383,776+62+2%$7.5M$7.0M-$557.9K2026-11-02
RDA Financial Network
DECREASED3,8313,832-10%$7.6M$6.9M-$683.0K2026-10-15
Liberty Capital Management, Inc.
DECREASED3,8004,005-205-5%$8.0M$6.9M-$1.1M2026-11-02
Montag A & Associates Inc
DECREASED3,6794,313-634-15%$8.6M$6.7M-$1.9M2026-10-29
Verdence Capital Advisors LLC
INCREASED3,6783,500+178+5%$7.0M$6.7M-$299.0K2026-10-26
Brookstone Capital Management
DECREASED3,6573,952-295-7%$7.9M$6.6M-$1.2M2026-10-22
J.W. Cole Advisors, Inc.
INCREASED3,6512,759+892+32%$5.5M$6.6M+$1.1M2026-11-05
Investment Research & Advisory Group, Inc.
DECREASED3,6283,715-87-2%$7.4M$6.6M-$816.6K2026-10-19
Hamilton Point Investment Advisors, LLC
INCREASED3,6283,557+71+2%$7.1M$6.6M-$503.7K2026-11-03
Ted Buchan & Co
DECREASED3,6033,826-223-6%$7.6M$6.5M-$1.1M2026-10-23
Bfsg, LLC
INCREASED3,5883,563+25+1%$7.1M$6.5M-$588.1K2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED3,5793,287+292+9%$6.5M$6.5M-$56.1K2026-11-03
Wedbush Securities Inc
INCREASED3,5581,283+2,275+177%$2.6K$6.4K+$3.9K2026-10-22
Cane Capital Partners, LLC
INCREASED3,5333,099+434+14%$6.2M$6.4M+$235.4K2026-10-23
Davenport & Co LLC
INCREASED3,4863,172+314+10%$6.3M$6.3M+$5.9K2026-10-14
Procyon Advisors, LLC
INCREASED3,4863,422+64+2%$6.8M$6.3M-$492.4K2026-10-21
Provenance Wealth Advisors, LLC
INCREASED3,42772+3,355+4660%$143.2K$6.2M+$6.1M2026-10-30
Prospera Financial Services Inc
DECREASED3,4168,507-5,091-60%$16.9M$5.4M-$11.6M2026-11-04
Essex Investment Management Co LLC
DECREASED3,3943,538-144-4%$7.0M$6.1M-$889.8K2026-10-19
Balboa Wealth Partners
DECREASED3,3733,397-24-1%$6.8M$6.1M-$647.6K2026-10-20
Bensler, LLC
INCREASED3,3553,301+54+2%$6.6M$6.1M-$488.5K2026-11-05
Azzad Asset Management Inc
DECREASED3,3273,557-230-6%$7.1M$6.0M-$1.0M2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED3,3183,329-110%$6.6M$6.0M-$611.7K2026-10-13
Columbia Bank
DECREASED3,2853,301-160%$6.6M$6.0M-$615.8K2026-10-29
Adell Harriman & Carpenter Inc
INCREASED3,2802,010+1,270+63%$4.0M$5.9M+$1.9M2026-11-02
Valicenti Advisory Services Inc
INCREASED3,2793,265+14+0%$6.5K$5.9K-$5562026-10-23
Greenfield Seitz Capital Management, LLC
INCREASED3,2502,822+428+15%$5.6M$5.9M+$273.7K2026-10-29
Y.D. More Investments Ltd
DECREASED3,2323,259-27-1%$6.5M$5.9M-$621.8K2026-11-02
Myriad Asset Management Advisors LLC
DECREASED3,2033,393-190-6%$6.8M$5.8M-$947.0K2026-11-03
Meitav Investment House LTD
INCREASED3,1932,756+437+16%$5.5M$5.8M+$302.4K2026-10-28
Freedom Day Solutions, LLC
DECREASED3,1733,261-88-3%$6.5M$5.7M-$739.4K2026-10-20
IFP Advisors, Inc
INCREASED3,1723,097+75+2%$6.2M$5.7M-$414.7K2026-10-16
Resonant Capital Advisors, LLC
INCREASED3,1092,683+426+16%$5.3M$5.6M+$294.8K2026-10-15
AlphaCore Capital LLC
INCREASED3,1082,589+519+20%$5.2M$5.6M+$480.0K2026-11-04
Vanderbilt University
NEW3,087—+3,087——$5.6M—2026-11-02
Galvin, Gaustad & Stein, LLC
DECREASED3,0273,180-153-5%$6.3M$5.5M-$841.5K2026-10-08
Dilation Capital Management LP
DECREASED3,0155,470-2,455-45%$10.9M$5.5M-$5.4M2026-10-13
Mitchell Capital Management Co
INCREASED3,0082,964+44+1%$5.9M$5.4M-$447.2K2026-10-29
TD Private Client Wealth LLC
DECREASED2,9783,251-273-8%$6.5M$5.4M-$1.1M2026-10-28
TrueMark Investments, LLC
DECREASED2,9623,052-90-3%$6.1M$5.4M-$705.6K2026-11-05
Penobscot Investment Management Company, Inc.
INCREASED2,9492,859+90+3%$5.7M$5.3M-$345.2K2026-10-26
Pinnacle Associates LTD
DECREASED2,9093,198-289-9%$6.4M$5.3M-$1.1M2026-10-20
MGO One Seven LLC
INCREASED2,9062,257+649+29%$4.5M$5.3M+$774.8K2026-10-28
Thrivent Financial for Lutherans
DECREASED2,8993,159-260-8%$6.2K$5.3K-$9952026-11-05
Baugh & Associates, LLC
INCREASED2,8992,745+154+6%$5.5M$4.8M-$618.4K2026-10-16
Investment House LLC
DECREASED2,8992,989-90-3%$5.9M$5.3M-$694.4K2026-10-21
Marathon Wealth Advisors LLC
DECREASED2,8982,936-38-1%$5.8M$5.3M-$590.6K2026-11-04
Westover Capital Advisors, LLC
INCREASED2,8532,778+75+3%$5.5M$5.2M-$358.0K2026-10-26
Fourpath Capital Management, LLC
DECREASED2,8272,870-43-1%$5.7M$5.1M-$588.1K2026-10-19
Princeton Global Asset Management LLC
INCREASED2,82133+2,788+8448%$65.7K$5.1M+$5.0M2026-10-21
Analyst IMS Investment Management Services Ltd.
UNCHANGED2,8122,81200%$5.6K$5.1K-$5002026-11-05
Strs Ohio
INCREASED2,8002,500+300+12%$5.0M$5.1M+$99.1K2026-10-30
Cabot Wealth Management Inc
DECREASED2,7973,741-944-25%$7.4M$5.1M-$2.4M2026-11-05
Arthur M. Cohen & Associates, LLC
INCREASED2,7812,444+337+14%$4.9M$5.0M+$176.1K2026-10-26
Burkett Asset Management Ltd
INCREASED2,7662,752+14+1%$5.5M$5.0M-$463.9K2026-10-13
Legacy Financial Independent Advisors LLC
DECREASED2,7602,880-120-4%$5.7M$5.0M-$729.4K2026-11-02
Euro Pacific Asset Management, LLC
DECREASED2,7242,725-10%$5.7K$4.9M+$4.9M2026-11-03
IPG Investment Advisors LLC
DECREASED2,6992,909-210-7%$5.8M$4.9M-$897.6K2026-10-30
LifeGoal Investments, LLC
INCREASED2,688174+2,514+1445%$346.2K$4.9M+$4.5M2026-10-09
Mengis Capital Management, Inc.
INCREASED2,6832,523+160+6%$5.0M$4.9M-$158.6K2026-10-13
Valeo Financial Advisors, LLC
INCREASED2,6592,567+92+4%$5.1M$4.8M-$290.6K2026-10-08
Turtle Creek Wealth Advisors, LLC
INCREASED2,6522,463+189+8%$4.9M$4.8M-$91.4K2026-10-15
Banque Pictet & CIE SA
DECREASED2,6372,679-42-2%$5.3M$4.8M-$552.3K2026-10-16
Narwhal Capital Management
INCREASED2,6311,235+1,396+113%$2.5M$4.8M+$2.3M2026-11-04
Sovran Advisors, LLC
INCREASED2,6312,618+13+1%$4.1M$4.4M+$264.8K2026-11-02
Guerra PAN Advisors, LLC
DECREASED2,6002,601-10%$5.2M$4.3M-$892.0K2026-10-26
Cullinan Associates Inc
UNCHANGED2,6002,60000%$5.2M$4.7M-$462.2K2026-11-03
Boomfish Wealth Group, LLC
INCREASED2,5722,481+91+4%$4.9M$4.7M-$276.2K2026-10-22
Triasima Portfolio Management inc.
UNCHANGED2,5712,57100%$5.1M$4.7M-$457.0K2026-10-15
Sigma Planning Corp
INCREASED2,5332,038+495+24%$4.1M$4.5M+$448.5K2026-10-23
RMR Wealth Builders
INCREASED2,5202,061+459+22%$4.1M$4.6M+$465.9K2026-10-22
DE Burlo Group Inc
DECREASED2,5202,810-290-10%$5.6M$4.6M-$1.0M2026-11-05
Victrix Investment Advisors
INCREASED2,5052,482+23+1%$4.9M$4.5M-$399.6K2026-10-13
Ervin Investment Management, LLC
INCREASED2,5002,499+1+0%$5.0M$4.5M-$442.4K2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED2,4922,417+75+3%$4.8M$4.5M-$293.7K2026-10-16
Great Lakes Retirement, Inc.
INCREASED2,4812,408+73+3%$4.8M$4.5M-$295.9K2026-10-26
Perennial Advisors, LLC
DECREASED2,4502,456-60%$4.9M$4.4M-$447.5K2026-10-13
Ascent Group, LLC
INCREASED2,4342,397+37+2%$4.8M$4.4M-$359.1K2026-10-30
NorthCrest Asset Manangement, LLC
INCREASED2,4322,420+12+1%$4.4M$4.3M-$61.8K2026-10-13
Autumn Glory Partners, LLC
UNCHANGED2,4222,42200%$4.8M$4.4M-$430.6K2026-10-26
Formidable Asset Management, LLC
DECREASED2,4122,558-146-6%$3.4M$4.8M+$1.4M2026-11-03
Strengthening Families & Communities, LLC
DECREASED2,4062,440-34-1%$4.9M$4.4M-$494.2K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED2,3952,008+387+19%$4.0M$4.3M+$343.4K2026-10-13
Fiduciary Alliance LLC
INCREASED2,3932,389+4+0%$4.8M$4.3M-$416.5K2026-10-13
Axxcess Wealth Management, LLC
DECREASED2,3403,297-957-29%$6.6M$4.2M-$2.3M2026-10-21
Stackstone Wealth, LLC
NEW2,306—+2,306——$4.2M—2026-10-19
Mission Wealth Management, LP
DECREASED2,2882,900-612-21%$5.8M$4.1M-$1.6M2026-10-15
Bridgelight Financial Advisors, Inc.
UNCHANGED2,2702,27000%$4.5M$4.1M-$403.5K2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED2,2512,185+66+3%$4.3M$4.1M-$268.9K2026-10-14
Summit Wealth Group LLC / Co
INCREASED2,240507+1,733+342%$1.0M$4.1M+$3.0M2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED2,2371,791+446+25%$3.6M$4.1M+$488.7K2026-10-08
Karras Company, Inc.
DECREASED2,2202,315-95-4%$4.6M$4.0M-$582.3K2026-10-16
Portside Wealth Group, LLC
INCREASED2,2162,180+36+2%$4.3M$4.0M-$322.3K2026-10-20
RFG Advisory, LLC
DECREASED2,2012,243-42-2%$4.5M$4.0M-$474.2K2026-11-03
GC Wealth Management RIA, LLC
DECREASED2,1782,237-59-3%$4.5M$3.9M-$504.5K2026-11-02
Jacobi Capital Management LLC
INCREASED2,1722,167+5+0%$4.3M$3.9M-$377.1K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED2,1712,002+169+8%$4.0M$3.9M-$50.2K2026-10-22
Weaver Capital Management LLC
INCREASED2,1391,782+357+20%$2.4M$3.9M+$1.5M2026-10-15
Spire Wealth Management
DECREASED2,1353,632-1,497-41%$7.2M$3.9M-$3.4M2026-10-30
SLT Holdings LLC
INCREASED2,1302,030+100+5%$4.0M$3.9M-$179.7K2026-10-15
VestGen Advisors, LLC
INCREASED2,1252,031+94+5%$4.0M$3.8M-$190.8K2026-10-27
Legacy Bridge, LLC
DECREASED2,1242,126-20%$4.2M$3.8M-$381.6K2026-10-28
Greenleaf Trust
DECREASED2,1152,403-288-12%$4.8M$3.8M-$948.9K2026-10-29
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED2,1132,127-14-1%$4.2M$3.8M-$403.5K2026-10-16
Louisbourg Investments Inc.
INCREASED2,100100+2,000+2000%$198.9K$3.8M+$3.6M2026-10-20
Romano Brothers and Company
DECREASED2,0792,246-167-7%$4.5M$3.8M-$701.8K2026-10-22
Cypress Asset Management Inc
DECREASED2,0762,108-32-2%$4.2M$3.8M-$432.7K2026-10-09
Royal Fund Management, LLC
DECREASED2,0722,119-47-2%$4.2M$3.8M-$461.9K2026-10-22
Aprio Wealth Management, LLC
INCREASED2,0711,974+97+5%$3.9M$3.8M-$175.2K2026-10-28
Independent Financial Group, LLC
INCREASED2,0602,029+31+2%$4.0M$3.7M-$305.8K2026-10-13
Sterling Capital Management LLC
DECREASED2,0582,305-247-11%$4.6M$3.7M-$857.2K2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,0491,643+406+25%$3.3M$3.7M+$443.5K2026-10-27
Goldenstone Wealth Management LLC
INCREASED2,0212,007+14+1%$4.0M$3.7M-$332.4K2026-11-04
Harbor Investment Advisory, LLC
INCREASED2,0061,846+160+9%$3.7M$3.6M-$38.3K2026-10-13
Investment Partners, Ltd.
INCREASED1,9991,013+986+97%$2.0M$3.6M+$1.6M2026-10-29
Leelyn Smith, LLC
INCREASED1,9981,972+26+1%$3.9M$3.6M-$303.5K2026-11-03
Midwest Professional Planners, Ltd.
DECREASED1,9962,051-55-3%$4.1M$3.6M-$464.3K2026-10-29
KPP Advisory Services LLC
INCREASED1,9931,990+3+0%$4.0M$3.6M-$348.0K2026-10-26
Legacy Wealth Asset Management, LLC
DECREASED1,9862,085-99-5%$4.1M$3.6M-$550.0K2026-10-09
Harrington Investments, Inc
INCREASED1,9721,804+168+9%$3.6M$3.6M-$16.3K2026-10-14
Acumen Wealth Advisors, LLC
INCREASED1,9651,918+47+2%$3.8M$3.6M-$255.8K2026-11-05
HUB Investment Partners, LLC
INCREASED1,9631,669+294+18%$3.3M$3.6M+$235.9K2026-11-03
Werlinich Asset Management, LLC
UNCHANGED1,9601,96000%$3.9M$3.6M-$348.4K2026-10-09
Altfest L J & Co Inc
INCREASED1,959368+1,591+432%$732.1K$3.5M+$2.8M2026-10-27
Congress Park Capital LLC
DECREASED1,9252,033-108-5%$4.0M$3.5M-$557.1K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED1,9111,785+126+7%$3.6M$3.5M-$90.1K2026-10-23
Perigon Wealth Management, LLC
DECREASED1,8992,008-109-5%$4.0M$3.4M-$554.3K2026-10-22
Nvwm, LLC
INCREASED1,8941,874+20+1%$3.7M$3.4M-$296.9K2026-10-14
Central Pacific Bank - Trust Division
DECREASED1,8912,158-267-12%$4.3M$3.4M-$867.3K2026-10-06
Abel Hall, LLC
DECREASED1,8851,916-31-2%$3.8M$3.4M-$396.8K2026-10-19
Versant Capital Management, Inc
INCREASED1,8741,818+56+3%$3.6M$3.4M-$221.7K2026-10-02
Ativo Capital Management LLC
INCREASED1,8571,696+161+9%$3.4M$3.4M-$10.0K2026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED1,8351,924-89-5%$3.8M$3.3M-$503.3K2026-10-27
Norden Group LLC
DECREASED1,8321,905-73-4%$3.8M$3.3M-$470.9K2026-10-20
Madden Securities Corp
DECREASED1,8301,835-50%$3.7M$3.3M-$335.3K2026-10-27
Gold Investment Management Ltd.
DECREASED1,8241,875-51-3%$3.7M$3.3M-$425.7K2026-10-19
Blue Trust, Inc.
DECREASED1,7812,247-466-21%$4.5M$3.2M-$1.2M2026-10-15
Dillon & Associates Inc
INCREASED1,7781,724+54+3%$3.4K$3.2K-$2072026-10-22
PDS Planning, Inc
DECREASED1,7631,856-93-5%$3.7M$3.2M-$498.4K2026-11-03
United Advisor Group, LLC
INCREASED1,7551,637+118+7%$3.3M$3.2M-$77.2K2026-11-03
Nations Financial Group Inc,
INCREASED1,7501,646+104+6%$3.3M$3.2M-$104.2K2026-11-05
Financial Perspectives, Inc
DECREASED1,7471,757-10-1%$3.5M$3.2M-$330.8K2026-11-03
LVW Advisors, LLC
INCREASED1,7351,410+325+23%$2.8M$3.1M+$338.1K2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED1,7201,671+49+3%$3.3K$3.1K-$2192026-11-04
Point Nemo Capital, LLC
INCREASED1,7171,556+161+10%$3.1M$3.1M+$15.1K2026-11-03
Parsons Capital Management Inc
INCREASED1,7151,700+15+1%$3.4M$3.1M-$275.0K2026-10-28
DSG Capital Advisors, LLC
INCREASED1,7121,062+650+61%$1.9M$3.1M+$1.2M2026-11-05
Sentinel Trust Co LBA
UNCHANGED1,7091,70900%$3.4K$3.1K-$3042026-11-03
First Affirmative Financial Network
NEW1,664—+1,664——$3.0M—2026-10-21
Founders Financial Securities LLC
DECREASED1,6641,713-49-3%$3.4M$3.0M-$393.3K2026-10-28
Matauro, LLC
NEW1,658—+1,658——$3.0M—2026-11-03
Finer Wealth Management, Inc.
INCREASED1,6571,647+10+1%$3.3M$3.0M-$274.7K2026-10-16
State of Michigan Retirement System
UNCHANGED1,6461,64600%$3.3M$3.0M-$292.6K2026-10-27
Viewpoint Investment Partners Corp
INCREASED1,6391,130+509+45%$2.5M$3.4M+$835.4K2026-10-26
Columbia Asset Management
DECREASED1,6341,779-145-8%$3.5M$3.0M-$578.9K2026-10-19
Csenge Advisory Group
DECREASED1,6161,661-45-3%$3.3M$2.9M-$377.3K2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED1,6041,606-20%$3.2M$2.9M-$289.1K2026-10-28
Franchise GP Ltd
NEW1,582—+1,582——$2.9M—2026-10-16
Partners Wealth Management, LLC
NEW1,565—+1,565——$2.8M—2026-10-28
Bank of Stockton
DECREASED1,5591,609-50-3%$3.2M$2.8M-$376.6K2026-10-20
Orser Capital Management, LLC
UNCHANGED1,5541,55400%$3.1M$2.8M-$276.3K2026-10-13
Canvas Wealth Advisors, LLC
DECREASED1,5491,603-54-3%$3.2M$2.6M-$593.2K2026-11-02
Channing Global Advisors, LLC
DECREASED1,5381,624-86-5%$3.2M$2.8M-$444.5K2026-11-03
Indivisible Partners
INCREASED1,5381,493+45+3%$3.0M$2.8M-$184.8K2026-10-26
Tctc Holdings, LLC
INCREASED1,5371,527+10+1%$3.0M$2.8M-$253.3K2026-11-02
Elevate Capital Advisors, LLC
INCREASED1,5361,432+104+7%$2.8M$2.8M-$66.2K2026-11-02
Ascentis Independent Advisors
NEW1,531—+1,531——$2.8M—2026-11-03
Marks Group Wealth Management, Inc
DECREASED1,5261,689-163-10%$3.4M$2.8M-$595.6K2026-11-05
J. Safra Sarasin Holding AG
INCREASED1,5241,128+396+35%$2.1M$2.7M+$585.4K2026-10-26
Northside Capital Management, LLC
UNCHANGED1,5121,51200%$3.0M$2.7M-$268.9K2026-10-13
Brighton Jones LLC
INCREASED1,5081,433+75+5%$2.9M$2.7M-$118.9K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED1,5081,50800%$3.0M$2.7M-$268.1K2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED1,4981,389+109+8%$2.8M$2.7M-$51.0K2026-10-13
Riverbridge Partners LLC
DECREASED1,4971,674-177-11%$3.3M$2.7M-$618.3K2026-11-05
Kathmere Capital Management, LLC
INCREASED1,4891,387+102+7%$2.8M$2.7M-$62.6K2026-10-20
Five Oceans Advisors
UNCHANGED1,4741,47400%$2.9M$2.7M-$262.0K2026-10-22
Wealth Advisory Solutions, LLC
DECREASED1,4691,470-10%$2.9M$2.7M-$263.1K2026-10-20
Trust Point Inc.
INCREASED1,4631,433+30+2%$2.9M$2.7M-$200.4K2026-10-27
Guardian Partners Inc.
NEW1,440—+1,440——$2.6M—2026-10-21
Carnegie Investment Counsel
DECREASED1,4331,522-89-6%$3.0M$2.6M-$431.8K2026-10-20
Confluence Investment Management LLC
DECREASED1,4241,439-15-1%$2.9M$2.6M-$283.0K2026-10-01
Eastern Bank
INCREASED1,4211,246+175+14%$2.5M$2.6M+$95.5K2026-10-05
Larson Financial Group LLC
DECREASED1,4111,496-85-6%$3.0M$2.6M-$418.6K2026-11-05
Sage Rhino Capital LLC
INCREASED1,4041,398+6+0%$2.8M$2.5M-$237.7K2026-10-28
Draper Asset Management, LLC
INCREASED1,3981,343+55+4%$2.7M$2.5M-$139.2K2026-10-09
Malaga Cove Capital, LLC
DECREASED1,3951,507-112-7%$3.0M$2.5M-$470.8K2026-10-23
Wealth Quarterback LLC
INCREASED1,3751,308+67+5%$2.6M$2.5M-$111.5K2026-10-20
Doliver Advisors, LP
DECREASED1,3711,385-14-1%$2.8M$2.5M-$271.6K2026-10-01
Linden Thomas Advisory Services, LLC
INCREASED1,3541,014+340+34%$2.0M$2.5M+$435.7K2026-10-19
Facet Wealth, Inc.
INCREASED1,343852+491+58%$1.7M$2.4M+$737.4K2026-11-04
Mitchell & Pahl Private Wealth, LLC
INCREASED1,3391,323+16+1%$2.6M$2.4M-$206.2K2026-10-14
Valley Brook Capital Group, Inc.
INCREASED1,3371,305+32+2%$2.6M$2.4M-$174.0K2026-10-26
Interchange Capital Partners, LLC
INCREASED1,3261,305+21+2%$2.6M$2.4M-$195.0K2026-10-28
International Assets Investment Management, LLC
INCREASED1,3241,296+28+2%$2.4M$2.4M-$5.9K2026-11-02
NWF Advisory Services Inc.
DECREASED1,3201,394-74-5%$2.8M$2.4M-$381.9K2026-10-19
Argonautica Private Wealth Management, Inc
INCREASED1,317854+463+54%$1.7M$2.4M+$687.0K2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED1,3161,227+89+7%$2.4M$2.4M-$58.1K2026-10-16
Perryman Financial Advisory Inc
INCREASED1,3101,300+10+1%$2.6M$2.4M-$213.0K2026-10-16
SeaCrest Wealth Management, LLC
INCREASED1,3051,290+15+1%$2.6M$2.4M-$202.1K2026-10-21
Keudell ison Wealth Management
DECREASED1,3011,305-40%$2.6M$2.4M-$239.2K2026-10-16
Tuttle Capital Management, LLC
DECREASED1,3001,661-361-22%$3.3M$2.4M-$949.3K2026-10-21
V-Square Quantitative Management LLC
DECREASED1,2931,319-26-2%$2.6M$2.3M-$281.6K2026-10-15
Financial & Tax Architects, LLC
DECREASED1,2871,615-328-20%$3.2M$2.3M-$881.3K2026-10-15
Wellington Shields Capital Management, LLC
DECREASED1,2752,011-736-37%$4.0M$2.3M-$1.7M2026-11-03
Wellington Shields & Co., LLC
INCREASED1,275602+673+112%$1.2M$2.3M+$1.1M2026-11-03
Capital Management Associates
UNCHANGED1,2751,27500%$2.5M$2.3M-$226.7K2026-11-03
Bank of New Hampshire
INCREASED1,2571,219+38+3%$2.4M$2.3M-$147.9K2026-10-06
180 Wealth Advisors, LLC
DECREASED1,2531,256-30%$2.5M$2.3M-$228.8K2026-11-03
PFG Advisors
DECREASED1,2351,734-499-29%$3.5M$2.2M-$1.2M2026-10-16
Quadcap Wealth Management, LLC
DECREASED1,2331,273-40-3%$2.5M$2.2M-$298.8K2026-11-02
True North Advisors, LLC
DECREASED1,2311,252-21-2%$2.5M$2.2M-$260.4K2026-10-22
Xponance LLC
INCREASED1,2291,078+151+14%$2.1M$2.2M+$81.9K2026-11-03
Harel Insurance Investments & Financial Services Ltd.
NEW1,214—+1,214——$2.2K—2026-11-02
Cornerstone Wealth Management, LLC
INCREASED1,2141,109+105+9%$2.2M$2.2M-$6.8K2026-11-04
Burford Brothers, Inc.
INCREASED1,2141,210+4+0%$2.4M$2.2M-$207.9K2026-10-21
Wedmont Private Capital
INCREASED1,2131,036+177+17%$1.9M$2.1M+$284.7K2026-10-09
SevenBridge Financial Group, LLC
DECREASED1,2101,220-10-1%$2.1M$2.0M-$150.7K2026-10-26
Virtue Asset Management LLC
INCREASED1,2091,158+51+4%$2.3M$2.2M-$112.6K2026-10-21
Evansbrook LLC
INCREASED1,2031,140+63+6%$2.3M$2.2M-$88.5K2026-10-16
Boston Trust Walden Corp
DECREASED1,1881,189-10%$2.4M$2.2M-$213.2K2026-10-30
Williams Jones Wealth Management, Llc.
INCREASED1,1851,146+39+3%$2.3M$2.1M-$133.1K2026-11-05
Waldron Private Wealth LLC
INCREASED1,1851,160+25+2%$2.3M$2.1M-$160.9K2026-11-02
Mattern Capital Management, LLC
DECREASED1,1751,194-19-2%$2.4M$2.1M-$246.7K2026-11-02
Parnassus Investments, LLC
INCREASED1,1751,169+6+1%$2.3M$2.1M-$196.9K2026-10-22
Cookson Peirce & Co Inc
INCREASED1,169732+437+60%$1.5M$2.1M+$661.6K2026-10-30
Essex Bank
DECREASED1,1621,182-20-2%$2.4M$2.1M-$246.4K2026-10-16
Biltmore Family Office, LLC
INCREASED1,1601,155+5+0%$2.3M$2.1M-$196.3K2026-11-03
BIP Wealth, LLC
INCREASED1,1541,088+66+6%$2.2M$2.1M-$73.9K2026-10-22
Gibbs Wealth Management
INCREASED1,153972+181+19%$1.9M$2.1M+$154.4K2026-10-22
Parisi Gray Wealth Management
INCREASED1,1521,050+102+10%$2.1M$2.1M-$1.2K2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED1,1521,15200%$2.3M$2.1M-$204.8K2026-10-16
Moody Lynn Lieberson & Walker, LLC
INCREASED1,151843+308+37%$1.7M$2.1M+$408.1K2026-10-14
Mitchell Sinkler & Starr
DECREASED1,1511,171-20-2%$2.3M$2.1M-$244.4K2026-10-13
Sowell Financial Services LLC
DECREASED1,1481,175-27-2%$2.3M$2.1M-$258.2K2026-10-23
Chicago Partners Investment Group LLC
DECREASED1,1431,230-87-7%$2.2M$1.8M-$421.1K2026-10-27
May Hill Capital, LLC
UNCHANGED1,1391,13900%$2.3M$2.1M-$202.5K2026-11-03
BG Investment Services, LLC
NEW1,136—+1,136——$2.1M—2026-10-23
Three Bridge Wealth Advisors, LLC
DECREASED1,1231,132-9-1%$2.3M$2.0M-$217.5K2026-11-05
Global Trust Asset Management, LLC
DECREASED1,1071,111-40%$2.2M$2.0M-$204.8K2026-10-19
Sendero Wealth Management, LLC
INCREASED1,106541+565+104%$1.1M$2.0M+$927.4K2026-10-14
Anchyra Partners LLC
INCREASED1,100808+292+36%$1.6M$2.0M+$385.4K2026-10-13
Davidson Kahn Capital Management, LLC
DECREASED1,0971,215-118-10%$2.4M$2.0M-$429.8K2026-10-26
Diversified Enterprises, LLC
INCREASED1,0841,044+40+4%$2.1M$2.0M-$113.1K2026-10-19
Kendall Capital Management
INCREASED1,071879+192+22%$1.7M$1.9M+$191.6K2026-10-23
Crew Capital Management, Ltd
INCREASED1,0581,032+26+3%$2.1M$1.9M-$136.4K2026-10-28
Alessandra Capital Management, LLC
DECREASED1,0571,568-511-33%$3.1M$1.9M-$1.2M2026-10-30
SAX Wealth Advisors, LLC
NEW1,053—+1,053——$1.9M—2026-10-13
Private Trust Co NA
INCREASED1,051982+69+7%$2.0M$1.9M-$49.5K2026-10-20
South Shore Capital Advisors
DECREASED1,0331,281-248-19%$2.5M$1.9M-$671.9K2026-10-20
BKM Wealth Management, LLC
DECREASED1,0301,102-72-7%$2.2M$1.9M-$326.3K2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED1,0251,002+23+2%$2.0M$1.9M-$136.5K2026-10-23
BayBridge Capital Group, LLC
DECREASED1,0241,039-15-1%$2.1M$1.9M-$212.0K2026-10-13
Radnor Capital Management, LLC
UNCHANGED1,0211,02100%$2.0M$1.8M-$181.5K2026-10-23
Lmcg Investments, LLC
DECREASED1,0111,022-11-1%$2.0M$1.8M-$201.6K2026-10-21
Snider Financial Group
UNCHANGED1,0081,00800%$2.0M$1.8M-$179.2K2026-10-16
Cache Advisors, LLC
UNCHANGED1,0001,00000%$2.0M$1.8M-$177.8K2026-10-16
Westside Investment Management, Inc.
UNCHANGED99799700%$2.0M$1.8M-$168.7K2026-11-02
Byrne Asset Management LLC
INCREASED995953+42+4%$1.9M$1.8M-$96.5K2026-10-06
1834 Investment Advisors Co
INCREASED995963+32+3%$1.9M$1.8M-$113.2K2026-10-16
Archford Capital Strategies, LLC
DECREASED9941,020-26-3%$2.0M$1.8M-$228.4K2026-10-19
ANB Bank
INCREASED981979+2+0%$1.9M$1.8M-$170.4K2026-10-09
Shelton Wealth Management, LLC
DECREASED9751,071-96-9%$2.1M$1.8M-$364.3K2026-10-16
Gryphon Financial Partners LLC
DECREASED974977-30%$1.9M$1.8M-$179.1K2026-11-04
Heck Capital Advisors, LLC
INCREASED972947+25+3%$1.9M$1.8M-$123.1K2026-10-14
Arbor Investment Advisors, LLC
DECREASED970980-10-1%$1.9M$1.8M-$192.3K2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED961943+18+2%$1.9M$1.7M-$134.8K2026-11-05
Willner & Heller, LLC
INCREASED957940+17+2%$1.9M$1.7M-$136.3K2026-10-28
First National Bank Sioux Falls
DECREASED953976-23-2%$1.4M$1.7M+$349.6K2026-10-13
Values First Advisors, Inc.
DECREASED951976-25-3%$1.9M$1.7M-$217.0K2026-10-23
Lockheed Martin Investment Management Co
DECREASED9501,000-50-5%$2.0M$1.7M-$268.4K2026-11-04
Valley National Advisers Inc
DECREASED9481,050-102-10%$2.1M$1.7M-$371.4K2026-10-23
Greenspring Advisors, LLC
INCREASED946855+91+11%$1.7M$1.7M+$12.8K2026-11-05
Flagship Harbor Advisors, LLC
UNCHANGED94394300%$1.9M$1.7M-$167.5K2026-10-26
Advisory Resource Group
DECREASED9421,049-107-10%$2.1M$1.7M-$380.8K2026-10-26
Tandem Capital Management Corp
DECREASED941955-14-1%$1.9M$1.7M-$195.1K2026-10-22
Novem Group
DECREASED941950-9-1%$1.9M$1.7M-$184.7K2026-10-19
Heritage Investors Management Corp
DECREASED940949-9-1%$1.9K$1.7K-$1852026-10-29
Rudd Co d/b/a Styre Wealth
NEW929—+929——$1.5M—2026-10-29
Bingham Private Wealth, LLC
INCREASED921905+16+2%$1.8M$1.7M-$131.9K2026-11-05
SteelPeak Wealth, LLC
INCREASED906697+209+30%$1.4M$1.6M+$254.7K2026-10-16
FSM Wealth Advisors, LLC
DECREASED903987-84-9%$2.0M$1.6M-$366.6K2026-10-27
Family Capital Management, Inc.
DECREASED902908-6-1%$1.8M$1.6M-$172.3K2026-11-03
AXS Investments LLC
NEW888—+888——$1.6M—2026-11-04
Highland Capital Management, LLC
INCREASED884704+180+26%$1.4M$1.6M+$201.0K2026-10-26
PUREfi Wealth, LLC
INCREASED884879+5+1%$1.7M$1.6M-$147.2K2026-10-19
First Command Advisory Services, Inc.
INCREASED881421+460+109%$837.6K$1.6M+$758.5K2026-11-05
Angeles Wealth Management, LLC
INCREASED871815+56+7%$1.6M$1.6M-$43.4K2026-10-26
Belvedere Trading LLC
INCREASED871830+41+5%$1.7M$1.6M-$73.3K2026-11-05
Argos Wealth Advisors, LLC
UNCHANGED86686600%$1.7M$1.6M-$153.9K2026-11-02
Harbour Capital Advisors, LLC
INCREASED850843+7+1%$1.5M$1.5M+$24.8K2026-10-13
Simon Quick Advisors, LLC
INCREASED845840+5+1%$1.7M$1.5M-$140.0K2026-10-26
Capital Advisors Wealth Management, LLC
INCREASED843443+400+90%$881.3K$1.5M+$645.9K2026-10-09
MW Advisory, LLC
INCREASED839691+148+21%$1.4M$1.5M+$145.3K2026-10-19
Canopy Partners, LLC
DECREASED838857-19-2%$1.7M$1.5M-$186.8K2026-10-28
Investment Research Partners LLC
INCREASED834823+11+1%$1.6M$1.5M-$126.4K2026-10-19
SP Asset Management LLC
INCREASED827528+299+57%$1.1M$1.5M+$447.1K2026-11-05
Almanack Investment Partners, Llc.
INCREASED826817+9+1%$1.6M$1.5M-$128.9K2026-11-03
Integrated Advisors Network LLC
DECREASED825903-78-9%$1.8M$1.5M-$301.8K2026-10-20
Yousif Capital Management, LLC
INCREASED825787+38+5%$1.6M$1.5M-$71.1K2026-10-22
Traveka Wealth, LLC
INCREASED823694+129+19%$1.4M$1.5M+$110.3K2026-10-19
Clear Creek Financial Management, LLC
DECREASED8151,157-342-30%$2.3M$1.5M-$825.2K2026-10-28
Armor Investment Advisors, LLC
UNCHANGED81481400%$1.6M$1.5M-$144.7K2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED810800+10+1%$1.4M$1.3M-$85.1K2026-10-21
Stableford Capital II LLC
DECREASED8061,466-660-45%$2.9M$1.5M-$1.5M2026-10-09
MBA Advisors LLC
INCREASED806782+24+3%$1.6M$1.5M-$95.5K2026-10-29
Net Worth Advisory Group
DECREASED805878-73-8%$1.7M$1.5M-$290.4K2026-10-20
First American Bank
DECREASED802824-22-3%$1.6M$1.5M-$186.3K2026-10-27
AA Financial Advisors, LLC
INCREASED802800+2+0%$1.6M$1.5M-$138.9K2026-10-19
Values Added Financial LLC
INCREASED801793+8+1%$1.6M$1.5M-$126.5K2026-10-28
Maxi Investments CY Ltd
NEW800—+800——$1.4K—2026-10-26
Cromwell Holdings LLC
UNCHANGED80080000%$1.6M$1.4M-$142.2K2026-10-28
Abacus Wealth Partners, LLC
INCREASED799777+22+3%$1.5M$1.4M-$98.3K2026-11-03
BankChampaign, National Association
INCREASED794788+6+1%$1.6M$1.4M-$129.2K2026-10-19
Certuity, LLC
DECREASED793814-21-3%$1.6M$1.4M-$146.6K2026-11-02
Defined Wealth Management, LLC
INCREASED792766+26+3%$1.5M$1.4M-$89.1K2026-10-19
J.Safra Asset Management Corp
INCREASED790692+98+14%$1.4M$1.4M+$54.5K2026-11-03
First Citizens Bank & Trust Co
INCREASED790750+40+5%$1.5M$1.4M-$60.9K2026-10-14
Trust Co of Toledo NA
DECREASED789792-30%$1.6M$1.4M-$146.2K2026-10-16
Elevated Private Wealth, LLC
DECREASED787862-75-9%$1.7M$1.4M-$289.1K2026-10-15
WoodTrust Financial Corp
INCREASED784749+35+5%$1.5K$1.4K-$702026-10-09
Avestar Capital, LLC
DECREASED7801,431-651-45%$2.8M$1.4M-$1.4M2026-10-28
Roman Butler Fullerton & Co
DECREASED780998-218-22%$1.7M$1.3M-$435.6K2026-10-27
Signature Estate & Investment Advisors LLC
DECREASED777855-78-9%$1.7M$1.4M-$287.8K2026-10-13
1900 Wealth Management LLC
INCREASED777741+36+5%$1.5M$1.4M-$66.5K2026-10-13
Pembroke Management, LTD
INCREASED775441+334+76%$877.3K$1.4M+$526.7K2026-10-21
Hilltop National Bank
DECREASED773809-36-4%$1.6M$1.4M-$209.0K2026-10-14
NovaPoint Capital, LLC
DECREASED773786-13-2%$1.6M$1.4M-$163.3K2026-10-22
Collaborative Fund Advisors, LLC
INCREASED771477+294+62%$949.0K$1.4M+$447.8K2026-11-02
HBW Advisory Services LLC
DECREASED7661,465-699-48%$2.9M$1.4M-$1.5M2026-10-15
Legacy Advisors, LLC
DECREASED7631,126-363-32%$2.2M$1.4M-$857.8K2026-10-19
Brucke Financial, Inc.
INCREASED761736+25+3%$1.5M$1.4M-$85.5K2026-10-23
Kingsbury Capital Investment Advisors LLC
DECREASED759935-176-19%$1.9M$1.4M-$485.1K2026-10-20
Occidental Asset Management, LLC
DECREASED7581,180-422-36%$2.3M$1.4M-$975.3K2026-11-05
Simplicity Wealth,LLC
INCREASED757689+68+10%$1.4M$1.4M+$7192026-10-23
Atlas Brown,Inc.
DECREASED755758-30%$1.5M$1.4M-$139.7K2026-10-09
Sweeney & Michel, LLC
INCREASED747734+13+2%$1.3M$1.4M+$75.2K2026-10-16
Cordatus Wealth Management LLC
DECREASED745965-220-23%$1.9M$1.3M-$570.1K2026-10-19
First Pacific Financial
DECREASED743759-16-2%$1.5M$1.3M-$163.9K2026-10-14
Curtis Advisory Group, LLC
INCREASED740720+20+3%$1.4M$1.3M-$91.8K2026-10-28
JGP Wealth Management, LLC
INCREASED739615+124+20%$1.2M$1.3M+$114.4K2026-10-13
Triangle Securities Wealth Management
DECREASED737740-30%$1.5M$1.3M-$137.0K2026-10-14
First Business Financial Services, Inc.
DECREASED732734-20%$1.5M$1.3M-$134.1K2026-10-29
Investment Insight Wealth Management, LLC
INCREASED731730+1+0%$1.5M$1.3M-$128.5K2026-10-30
DMC Group, LLC
DECREASED727830-103-12%$1.7M$1.3M-$334.2K2026-10-26
Veracity Capital LLC
DECREASED726739-13-2%$1.5M$1.3M-$154.9K2026-10-08
Shaker Investments LLC
DECREASED7231,100-377-34%$2.2M$1.3M-$878.5K2026-11-05
Commonwealth Financial Services, LLC
DECREASED721833-112-13%$1.7M$1.3M-$351.0K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED719741-22-3%$1.5M$1.3M-$171.6K2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
DECREASED709720-11-2%$1.4M$1.3M-$147.9K2026-10-15
Connective Portfolio Management, LLC
NEW700—+700——$1.3M—2026-10-22
Cooke Wealth Management, LLC
UNCHANGED70070000%$1.4M$1.3M-$124.4K2026-10-13
Triad Investment Management
DECREASED6952,219-1,524-69%$4.4M$1.3M-$3.2M2026-10-13
FDx Advisors, Inc.
DECREASED691818-127-16%$1.6K$1.3K-$3752026-11-05
Quilter Plc
UNCHANGED69069000%$1.4M$1.3M-$122.7K2026-10-21
Riversedge Advisors, LLC
INCREASED688651+37+6%$1.3M$1.2M-$48.7K2026-10-09
LCM Capital Management Inc
INCREASED685637+48+8%$1.3M$1.2M-$26.3K2026-10-20
Investment Partners Asset Management, Inc.
DECREASED685702-17-2%$1.4M$1.2M-$155.6K2026-10-09
Asset Management One Co., Ltd.
INCREASED68433+651+1973%$65.7K$1.2M+$1.2M2026-10-27
Moneco Advisors, LLC
INCREASED680606+74+12%$1.2M$1.2M+$26.5K2026-11-05
Hardworking Capital Advisors, LLC
NEW675—+675——$1.2M—2026-10-20
Blue Fin Capital, Inc.
INCREASED675604+71+12%$1.2M$1.2M+$21.3K2026-10-28
Klingman & Associates, LLC
UNCHANGED67167100%$1.3M$1.2M-$119.3K2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED670668+2+0%$1.3M$1.2M-$115.1K2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED668696-28-4%$1.4M$1.2M-$174.5K2026-10-21
Eagle Rock Investment Company, LLC
DECREASED668677-9-1%$1.3M$1.2M-$136.7K2026-10-21
Advus Financial Partners, LLC
INCREASED662659+3+0%$1.3M$1.2M-$111.7K2026-10-20
XXI Wealth, LLC
INCREASED659536+123+23%$1.1M$1.2M+$127.6K2026-10-22
Genus Capital Management Inc.
DECREASED656685-29-4%$1.4M$1.2M-$174.3K2026-11-04
Semus Wealth Partners LLC
INCREASED655544+111+20%$1.1M$1.2M+$104.4K2026-10-22
111 Capital
DECREASED655749-94-13%$1.5M$1.2M-$303.4K2026-11-03
Smith Shellnut Wilson LLC
INCREASED652602+50+8%$1.2M$1.2M-$16.4K2026-10-21
Beaumont Financial Advisors, LLC
DECREASED645659-14-2%$1.3M$1.2M-$142.4K2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED642412+230+56%$819.6K$1.2M+$343.4K2026-10-26
Challenger Wealth Management
INCREASED635634+1+0%$1.3M$1.2M-$110.9K2026-10-30
55 North Private Wealth, LLC
INCREASED621601+20+3%$1.2M$1.1M-$70.6K2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED62062000%$1.2M$1.1M-$110.2K2026-10-30
Berbice Capital Management LLC
DECREASED616620-4-1%$1.2M$1.1M-$117.5K2026-10-13
Nautilus Advisors LLC
DECREASED612623-11-2%$1.1M$1.1M-$11.0K2026-10-07
Bellecapital International Ltd.
NEW610—+610——$1.1M—2026-10-21
MFA Wealth Services
INCREASED608604+4+1%$1.2M$1.1M-$101.5K2026-10-14
Connecticut Wealth Management, LLC
INCREASED607593+14+2%$1.2M$1.1M-$80.1K2026-10-13
Seven Mile Advisory
DECREASED604620-16-3%$1.2M$1.1M-$139.2K2026-10-22
Baring Financial LLC
INCREASED603564+39+7%$1.1M$1.1M-$29.6K2026-10-07
Bond & Devick Financial Network, Inc.
UNCHANGED60360300%$1.2M$1.1M-$107.2K2026-10-23
Welch & Forbes LLC
DECREASED601694-93-13%$1.4M$1.1M-$291.9K2026-11-04
Marathon Mission, Inc.
INCREASED599579+20+3%$1.2M$1.1M-$66.7K2026-10-01
Adkins Seale Capital Management LLC
INCREASED597594+3+1%$1.2M$1.1M-$100.2K2026-10-27
Apella Capital, LLC
INCREASED596527+69+13%$920.8K$1.1M+$154.9K2026-10-08
Element Pointe Advisors, LLC
DECREASED594614-20-3%$1.2M$1.1M-$145.5K2026-10-21
Benin Management Corp
UNCHANGED59459400%$1.2M$1.1M-$105.6K2026-10-22
Titleist Asset Management, LLC
DECREASED590596-6-1%$1.2M$1.1M-$116.9K2026-10-08
Noesis Capital Mangement Corp
UNCHANGED58758700%$1.2M$1.1M-$104.4K2026-10-26
Andrew Hill Investment Advisors, Inc.
DECREASED5861,061-475-45%$2.1M$1.1M-$1.0M2026-10-22
Fulcrum Equity Management
DECREASED583708-125-18%$1.4M$1.1M-$352.3K2026-10-21
Farmers & Merchants Trust Co of Long Beach
DECREASED583590-7-1%$1.2M$1.1M-$117.6K2026-10-22
Avior Wealth Management, LLC
DECREASED582589-7-1%$1.2M$1.1M-$117.4K2026-10-13
Lake Street Private Wealth, LLC
UNCHANGED57757700%$1.1M$1.0M-$102.6K2026-10-22
Rakuten Securities, Inc.
INCREASED575467+108+23%$929.1K$1.0M+$112.6K2026-11-02
Cohen Capital Management, Inc.
UNCHANGED57457400%$1.1M$1.0M-$102.0K2026-10-14
SYM Financial Corp
INCREASED572544+28+5%$1.1M$1.0M-$46.6K2026-10-26
Arlington Trust Co LLC
INCREASED56981+488+602%$161.1K$1.0M+$869.7K2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED567371+196+53%$738.1K$1.0M+$289.1K2026-11-03
Worthington Financial Partners, LLC
UNCHANGED56656600%$1.1M$1.0M-$100.6K2026-10-13
WP Advisors, LLC
INCREASED557550+7+1%$1.1M$1.0M-$85.1K2026-10-22
RD Finance Ltd
NEW545—+545——$987—2026-10-26
Plan A Wealth LLC
INCREASED540528+12+2%$1.1M$978.3K-$72.1K2026-10-08
Root Financial Partners, LLC
INCREASED539340+199+59%$676.4K$976.5K+$300.1K2026-10-21
Myriad Asset Management US LP
DECREASED534565-31-5%$1.1M$967.0K-$157.0K2026-11-03
Arlington Financial Advisors, LLC
UNCHANGED53053000%$1.1M$960.2K-$94.2K2026-10-19
Genesis Private Wealth, LLC
INCREASED525500+25+5%$994.7K$951.1K-$43.6K2026-11-02
Abundance Wealth Counselors
DECREASED523583-60-10%$1.2M$947.5K-$212.3K2026-10-26
DekaBank Deutsche Girozentrale
INCREASED521258+263+102%$322$943+$6212026-10-27
Ahara Advisors LLC
INCREASED519518+1+0%$1.0M$940.6K-$90.3K2026-10-29
Leuthold Group, LLC
UNCHANGED51751700%$1.0M$936.6K-$91.9K2026-11-04
Asset Dedication, LLC
DECREASED516536-20-4%$1.1M$934.8K-$131.5K2026-11-03
Nfsg Corp
DECREASED514835-321-38%$1.7M$931.6K-$728.8K2026-10-15
MCF Advisors LLC
INCREASED513175+338+193%$348.2K$929.4K+$581.2K2026-10-28
Synergy Asset Management, LLC
INCREASED512373+139+37%$742.1K$927.6K+$185.5K2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED511515-4-1%$1.0M$925.5K-$98.6K2026-10-22
Third View Private Wealth, LLC
INCREASED509506+3+1%$1.0M$922.1K-$84.5K2026-10-30
Tred Avon Family Wealth, LLC
DECREASED507510-3-1%$1.0M$918.5K-$96.1K2026-10-20
Manchester Capital Management LLC
DECREASED505562-57-10%$1.1M$914.9K-$203.2K2026-10-22
Impact Capital Partners LLC
DECREASED505512-7-1%$1.0M$915.0K-$103.6K2026-10-22
Foster Group, Inc.
DECREASED504542-38-7%$1.1M$913.1K-$165.2K2026-10-13
Chapman Financial Group, LLC
UNCHANGED50350300%$1.0M$911.3K-$89.4K2026-10-26
Shum Financial Group, Inc.
INCREASED502415+87+21%$825.6K$909.5K+$83.8K2026-10-13
Laurion Capital Management LP
NEW500—+500——$905.8K—2026-10-30
William John Sempolinski
DECREASED500710-210-30%$1.4M$905.8K-$506.7K2026-10-20
Ascentis Wealth Management, LLC
INCREASED499399+100+25%$793.8K$904.0K+$110.2K2026-11-03
Atticus Wealth Management, LLC
INCREASED496450+46+10%$895.2K$898.6K+$3.3K2026-10-20
Richards, Merrill & Peterson, Inc.
INCREASED496463+33+7%$921.1K$898.6K-$22.5K2026-10-19
Peoples Financial Services Corp.
DECREASED495515-20-4%$1.0M$896.8K-$127.8K2026-10-20
LJI Wealth Management, LLC
DECREASED488492-4-1%$979.5K$884.8K-$94.7K2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED48848800%$970.8K$884.1K-$86.8K2026-10-30
Madson Wealth Advisors Inc
DECREASED486489-3-1%$972.8K$880.5K-$92.4K2026-10-13
TFB Advisors LLC
INCREASED483465+18+4%$925.1K$875.0K-$50.1K2026-11-02
AdvisorNet Financial, Inc
INCREASED481443+38+9%$881.3K$793.7K-$87.7K2026-10-15
Intrua Financial, LLC
DECREASED478482-4-1%$958.7K$866.0K-$92.8K2026-10-28
Evolution Wealth Advisors, LLC
INCREASED477377+100+27%$750.0K$864.2K+$114.1K2026-11-03
Athena Wealth Management, LLC
INCREASED476459+17+4%$913.6K$862.9K-$50.7K2026-10-09
Landaas & Co
INCREASED475464+11+2%$923.1K$860.5K-$62.6K2026-10-29
Wealthcare Advisory Partners LLC
INCREASED474458+16+3%$911.3K$859.0K-$52.3K2026-10-21
Riverbend Wealth Management, LLC
DECREASED473482-9-2%$959.6K$856.2K-$103.5K2026-10-15
Breakwater Capital Group
DECREASED473476-3-1%$947.0K$856.9K-$90.1K2026-10-09
Absolute Capital Management, LLC
UNCHANGED47047000%$935.0K$851.5K-$83.6K2026-10-16
Fiduciary Financial Group, LLC
INCREASED469345+124+36%$686.4K$849.7K+$163.3K2026-10-13
CoreCap Advisors, LLC
DECREASED469528-59-11%$1.1M$849.8K-$200.8K2026-10-08
Outlook Wealth Advisors, LLC
DECREASED469507-38-7%$1.0M$849.8K-$158.9K2026-10-28
Lodestone Wealth Management LLC
INCREASED468438+30+7%$871.7K$848.4K-$23.4K2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
INCREASED468458+10+2%$911.2K$847.9K-$63.3K2026-10-29
Sky Investment Group LLC
INCREASED466392+74+19%$779.9K$844.2K+$64.4K2026-10-30
Rede Wealth, LLC
DECREASED466470-4-1%$935.0K$844.2K-$90.8K2026-10-22
Cornerstone Wealth Group, LLC
INCREASED465438+27+6%$871.4K$842.5K-$28.9K2026-11-02
Pacific Center for Financial Services
DECREASED465477-12-3%$949.0K$842.8K-$106.2K2026-10-15
Miller Global Investments, LLC
INCREASED464447+17+4%$889.3K$840.6K-$48.7K2026-10-02
E&G Advisors, LLC
INCREASED462297+165+56%$590.9K$837.0K+$246.1K2026-10-13
Aspiriant, LLC
INCREASED461440+21+5%$875.4K$835.2K-$40.2K2026-10-16
Inscription Capital, LLC
DECREASED4601,127-667-59%$2.2M$832.5K-$1.4M2026-11-02
Matrix Trust Co
DECREASED460477-17-4%$949$833-$1162026-10-07
Onyx Bridge Wealth Group LLC
DECREASED460477-17-4%$948.0K$832.5K-$115.5K2026-10-16
Symmetry Partners, LLC
INCREASED459388+71+18%$771.9K$831.6K+$59.7K2026-10-27
Integrity Investment Advisors, LLC
DECREASED455463-8-2%$921.8K$823.7K-$98.1K2026-11-03
One Way Holdings LLC
INCREASED454414+40+10%$823.6K$822.5K-$1.1K2026-10-29
Mogy Joel R Investment Counsel Inc
INCREASED453160+293+183%$318.3K$820.7K+$502.4K2026-10-13
Benchmark Financial Wealth Advisors, LLC
INCREASED453432+21+5%$860.2K$820.1K-$40.1K2026-10-20
Mather Group, Llc.
DECREASED452870-418-48%$1.7M$818.9K-$911.9K2026-10-14
Private Wealth Partners, LLC
INCREASED451434+17+4%$863.4K$817.1K-$46.4K2026-10-22
AMG National Trust Bank
INCREASED450365+85+23%$727.1K$815.7K+$88.6K2026-11-05
Canton Hathaway, LLC
UNCHANGED45045000%$895.2K$815.3K-$80.0K2026-10-23
Advisor OS, LLC
DECREASED449974-525-54%$1.9M$813.4K-$1.1M2026-11-03
ARS Investment Partners, LLC
UNCHANGED44944900%$893.3K$813.4K-$79.8K2026-11-05
Balefire, LLC
INCREASED446412+34+8%$819.6K$808.0K-$11.6K2026-10-09
Beacon Financial Group
INCREASED441395+46+12%$786.0K$799.1K+$13.1K2026-10-19
Bank Pictet & Cie (Europe) AG
INCREASED441417+24+6%$829.6K$798.9K-$30.7K2026-10-20
Redwood Financial Network Corp
INCREASED439360+79+22%$716.1K$795.4K+$79.3K2026-11-03
Abacus Planning Group, Inc.
INCREASED435432+3+1%$859.4K$788.1K-$71.4K2026-11-02
Magnolia Capital Management LTD
DECREASED435436-10%$867$788-$792026-10-09
OceanIQ Capital, LLC
INCREASED426425+1+0%$764.7K$731.8K-$33.0K2026-10-19
AlphaCentric Advisors LLC
NEW425—+425——$770.0K—2026-11-03
First Horizon Corp
DECREASED424428-4-1%$851.5K$768.1K-$83.3K2026-10-26
Lazari Capital Management, Inc.
INCREASED422420+2+0%$835.6K$764.5K-$71.0K2026-10-20
Venture Visionary Partners LLC
INCREASED420408+12+3%$811.7K$760.9K-$50.8K2026-10-07
Norris Perne & French LLP
DECREASED420421-10%$837.6K$760.9K-$76.7K2026-10-23
Everhart Financial Group, Inc.
INCREASED417406+11+3%$807.7K$755.5K-$52.2K2026-10-08
Nilsine Partners, LLC
INCREASED416367+49+13%$730.1K$753.7K+$23.5K2026-11-02
KG Capital Management
INCREASED413383+30+8%$762.0K$748.2K-$13.7K2026-10-15
Evanson Financial, LLC
UNCHANGED41341300%$821.6K$748.2K-$73.4K2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED411299+112+37%$595.0K$744.8K+$149.7K2026-10-27
Meridian Investment Counsel Inc.
DECREASED408428-20-5%$851.5K$739.2K-$112.3K2026-10-14
Caldwell Trust Co
UNCHANGED40740700%$809.7K$737.3K-$72.4K2026-10-30
Chemistry Wealth Management LLC
INCREASED404394+10+3%$783.8K$731.9K-$51.9K2026-10-16
Wakefield Asset Management Lllp
INCREASED403400+3+1%$795.8K$730.1K-$65.7K2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW402—+402——$727.0K—2026-10-15
Polaris Financial Partners
NEW402—+402——$730—2026-10-02
Trinity Financial Advisors LLC
DECREASED402403-10%$801.7K$728.3K-$73.5K2026-10-09
Kelly Financial Group LLC
UNCHANGED40240200%$799.8K$728.3K-$71.5K2026-10-16
Tanager Wealth Management LLP
INCREASED401326+75+23%$648.6K$726.5K+$77.9K2026-10-19
BOS Asset Management, LLC
DECREASED399401-20%$797.8K$722.9K-$74.9K2026-10-09
CDM Financial Counseling Services, Inc.
UNCHANGED39839800%$793.6K$722.8K-$70.8K2026-10-15
Evexia Wealth LLC
DECREASED394402-8-2%$660.3K$626.8K-$33.5K2026-11-05
Kraft, Davis & Associates, LLC
INCREASED392323+69+21%$571.1K$649.7K+$78.6K2026-10-21
Moody National Bank Trust Division
DECREASED392460-68-15%$915.1K$710.2K-$205.0K2026-10-06
GHP Investment Advisors, Inc.
INCREASED392342+50+15%$680.4K$710.2K+$29.8K2026-10-15
Solstein Capital, LLC
UNCHANGED39039000%$775.9K$706.6K-$69.3K2026-11-02
Schneider Downs Wealth Management Advisors, LP
INCREASED389346+43+12%$688.3K$704.8K+$16.4K2026-10-27
Acorn Wealth Advisors, LLC
INCREASED388368+20+5%$732.1K$702.9K-$29.2K2026-10-19
Enterprise Financial Services Corp
INCREASED388375+13+3%$746.0K$702.9K-$43.1K2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED387419-32-8%$833.6K$701.1K-$132.5K2026-11-02
Bdfs Capital LLC
DECREASED387395-8-2%$786.0K$701.8K-$84.2K2026-10-14
Armstrong, Fleming & Moore, Inc
UNCHANGED38738700%$770.0K$701.2K-$68.8K2026-10-28
Quadrant Private Wealth Management, LLC
INCREASED386330+56+17%$656.7K$699.5K+$42.8K2026-11-04
Wealth Effects LLC
UNCHANGED38538500%$766.2K$697.7K-$68.4K2026-10-23
Rose Capital Advisors LLC
NEW382—+382——$692.6K—2026-11-04
Riverwater Partners LLC
DECREASED382401-19-5%$797.8K$692.1K-$105.7K2026-11-03
Parkside Financial Bank & Trust
INCREASED382364+18+5%$724.2K$692.1K-$32.1K2026-10-27
Vann Equity Management LLC
DECREASED382386-4-1%$767.8K$691.4K-$76.3K2026-10-08
Ashton Thomas Securities, LLC
NEW380—+380——$688.6K—2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED380373+7+2%$742.1K$688.4K-$53.6K2026-10-28
Letson Investment Management, Inc.
UNCHANGED37637600%$748.0K$681.2K-$66.8K2026-11-05
SmartHarvest Portfolios, LLC
DECREASED375413-38-9%$821.8K$678.7K-$143.0K2026-10-26
Jacksonville Wealth Management, LLC
DECREASED374381-7-2%$758.0K$677.6K-$80.4K2026-10-30
Probity Advisors, Inc.
DECREASED372394-22-6%$783.8K$673.9K-$109.9K2026-10-23
Opal Wealth Advisors, LLC
DECREASED370394-24-6%$783.8K$670.3K-$113.5K2026-10-16
Krilogy Financial LLC
INCREASED369347+22+6%$690.4K$645.9K-$44.5K2026-10-13
Unique Wealth, LLC
INCREASED368276+92+33%$549.1K$666.7K+$117.6K2026-10-16
Amplius Wealth Advisors, LLC
INCREASED368356+12+3%$708.2K$666.8K-$41.5K2026-10-20
YHB Investment Advisors, Inc.
INCREASED368365+3+1%$726.1K$666.7K-$59.5K2026-10-08
August Group Capital Ltd
INCREASED367357+10+3%$710.2K$664.9K-$45.3K2026-10-14
Ledyard National Bank
DECREASED364371-7-2%$738.1K$659.4K-$78.6K2026-10-21
White Lighthouse Investment Management Inc.
UNCHANGED36436400%$724.2K$659.4K-$64.7K2026-10-21
Integrity Alliance, Llc.
INCREASED363248+115+46%$493.4K$657.6K+$164.3K2026-10-29
Quad-Cities Investment Group, LLC
DECREASED362369-7-2%$734.5K$656.2K-$78.3K2026-10-16
Accurate Wealth Management, LLC
INCREASED360348+12+3%$626.9K$621.3K-$5.6K2026-10-20
Curated Wealth Partners LLC
INCREASED357204+153+75%$405.8K$646.8K+$240.9K2026-10-15
Founders Grove Wealth Partners, LLC
INCREASED357355+2+1%$706.3K$646.8K-$59.5K2026-10-16
Courier Capital LLC
INCREASED352257+95+37%$511.3K$637.7K+$126.4K2026-10-19
Bestgate Wealth Advisors, LLC
INCREASED352289+63+22%$574.9K$637.7K+$62.8K2026-10-13
Legacy Financial Strategies, LLC
INCREASED350323+27+8%$642.6K$634.6K-$7.9K2026-10-15
GFS Advisors, LLC
DECREASED349317,500-317,151-100%$670.4K$632.0K-$38.4K2026-11-03
Signal Advisors Wealth, LLC
DECREASED347424-77-18%$843.9K$629.5K-$214.4K2026-10-13
CRA Financial Services, LLC
INCREASED347344+3+1%$684.4K$628.7K-$55.7K2026-10-16
Aspetuck Financial Management LLC
INCREASED346316+30+9%$628.7K$626.8K-$1.8K2026-11-04
World Equity Group, Inc.
DECREASED344690-346-50%$1.4M$623.8K-$749.5K2026-10-14
Prota Financial, LLC
UNCHANGED34434400%$634.0K$622.1K-$11.9K2026-10-08
Alliance Wealth Advisors, LLC
DECREASED342347-5-1%$690.3K$619.6K-$70.7K2026-10-28
Schear Investment Advisers, LLC
NEW340—+340——$616.2K—2026-10-14
Tempo Wealth, LLC
DECREASED340345-5-1%$686.6K$616.2K-$70.4K2026-10-14
Centerpoint Advisory Group
UNCHANGED33933900%$674.4K$614.2K-$60.3K2026-10-23
Joel Isaacson & Co., LLC
INCREASED338336+2+1%$668.5K$612.3K-$56.1K2026-11-05
Baker Tilly Wealth Management, LLC
DECREASED337341-4-1%$678.4K$610.5K-$67.9K2026-10-05
Walkner Condon Financial Advisors LLC
INCREASED336283+53+19%$563.0K$608.7K+$45.7K2026-11-02
Purus Wealth Management, LLC
INCREASED336334+2+1%$664.5K$609.0K-$55.5K2026-10-15
Rosenberg Matthew Hamilton
DECREASED335350-15-4%$696.3K$606.9K-$89.4K2026-10-05
Financial Security Advisor, Inc.
INCREASED334255+79+31%$507.3K$605.1K+$97.8K2026-11-03
Compass Financial Management LLC
DECREASED3331,089-756-69%$2.1M$603.0K-$1.5M2026-10-30
Pacific Excel Wealth Advisors, Inc.
DECREASED331408-77-19%$810.8K$598.0K-$212.7K2026-10-27
Souders Financial Advisors
INCREASED331319+12+4%$634.6K$599.7K-$35.0K2026-11-03
Baron Wealth Management LLC
DECREASED331333-2-1%$662.5K$599.7K-$62.8K2026-10-27
Cascade Investment Group, Inc.
UNCHANGED32732700%$650.5K$592.4K-$58.1K2026-10-13
Mindset Wealth Management, LLC
UNCHANGED32732700%$650.5K$592.4K-$58.1K2026-10-19
M Holdings Securities, Inc.
NEW326—+326——$524—2026-11-03
Hoxton Planning & Management, LLC
DECREASED325336-11-3%$668.5K$588.8K-$79.7K2026-10-15
TigerOak Management, L.L.C.
UNCHANGED32432400%$644.6K$587.0K-$57.6K2026-10-23
Brady Martz Wealth Solutions, LLC
INCREASED323266+57+21%$529.2K$585.2K+$56.0K2026-11-05
StrongBox Wealth, LLC
INCREASED321311+10+3%$618.7K$581.5K-$37.2K2026-11-02
Plancorp, LLC
NEW319—+319——$499.1K—2026-11-03
Triad Wealth Partners, LLC
DECREASED319407-88-22%$668.4K$577.9K-$90.5K2026-10-26
Bison Wealth, LLC
DECREASED318335-17-5%$611.4K$556.6K-$54.8K2026-10-13
Blvd Private Wealth, LLC
DECREASED318326-8-2%$648.6K$576.1K-$72.4K2026-10-14
KFG Wealth Management, LLC
INCREASED318317+1+0%$631.0K$576.2K-$54.9K2026-10-16
Balentine LLC
DECREASED317727-410-56%$1.4M$574.3K-$872.0K2026-11-03
Fulton Bank, N.A.
DECREASED317346-29-8%$688.3K$574.3K-$114.0K2026-10-14
Pinion Investment Advisors, LLC
UNCHANGED31631600%$628.7K$572.5K-$56.2K2026-11-04
Alpha Family Trust
UNCHANGED31531500%$626.7K$626.7K$02026-11-04
Advisory Solutions Group, LLC
NEW314—+314——$568.9K—2026-10-14
BankPlus Wealth Management LLC
DECREASED314315-10%$626.7K$566.7K-$59.9K2026-10-13
AlphaStar Capital Management, LLC
INCREASED313232+81+35%$461.6K$566.4K+$104.9K2026-10-16
Howland Capital Management LLC
UNCHANGED31131100%$618.7K$563.4K-$55.3K2026-10-22
Trust Co of Oklahoma
DECREASED310393-83-21%$781.9K$561.6K-$220.2K2026-10-15
Western Pacific Wealth Management, LP
UNCHANGED31031000%$616.7K$561.6K-$55.1K2026-10-16
Piedmont Capital Management, LLC
INCREASED309301+8+3%$598.8K$559.8K-$39.0K2026-10-21
LifeSteps Financial, Inc.
DECREASED306475-169-36%$945.0K$554.4K-$390.6K2026-10-15
Granite Group Advisors, LLC
DECREASED304424-120-28%$843.5K$550.7K-$292.8K2026-10-14
Verus Capital Partners, LLC
INCREASED304230+74+32%$457.6K$550.7K+$93.2K2026-11-03
Quintet Private Bank (Europe) S.A.
DECREASED303315-12-4%$626.7K$548.9K-$77.7K2026-10-08
Owl Creek Wealth Partners LLC
INCREASED302289+13+5%$574.9K$547.1K-$27.8K2026-10-20
Financial Partners Group, Inc
INCREASED300220+80+36%$438.2K$544.4K+$106.2K2026-10-19
Boit C F David
UNCHANGED30030000%$596.8K$543.5K-$53.3K2026-10-29
Focus Financial Network, Inc.
INCREASED299273+26+10%$543.1K$541.7K-$1.4K2026-10-14
Ballast, Inc.
UNCHANGED29829800%$592.9K$539.9K-$53.0K2026-10-20
HCR Wealth Advisors
INCREASED294287+7+2%$571.0K$532.6K-$38.3K2026-10-15
Lantz Financial LLC
INCREASED293267+26+10%$531.2K$530.6K-$5542026-10-15
DecisionMap Wealth Management, LLC
DECREASED292317-25-8%$630.3K$528.7K-$101.6K2026-10-29
Confluence Wealth Services, Inc.
DECREASED292316-24-8%$628.7K$529.0K-$99.7K2026-11-05
AdviceOne Advisory Services, LLC
DECREASED292297-5-2%$590.9K$529.0K-$61.9K2026-10-19
Kestra Investment Management, LLC
INCREASED291262+29+11%$521.2K$527.2K+$6.1K2026-11-04
GoalVest Advisory LLC
UNCHANGED29129100%$578.9K$527.2K-$51.7K2026-10-02
Huntleigh Advisors, Inc.
INCREASED290227+63+28%$451.6K$525.4K+$73.8K2026-11-03
Investors Research Corp
DECREASED288300-12-4%$596.8K$521.8K-$75.1K2026-10-07
Brandywine OAK Private Wealth LLC
UNCHANGED28728700%$571.0K$520.0K-$51.0K2026-10-23
Revolve Wealth Partners, LLC
DECREASED284377-93-25%$750.0K$514.5K-$235.5K2026-10-23
Nisa Investment Advisors, LLC
INCREASED282271+11+4%$539.1K$510.9K-$28.2K2026-10-20
Bangor Savings Bank
UNCHANGED28128100%$559.0K$509.1K-$50.0K2026-10-06
Matisse Capital
DECREASED279285-6-2%$567.0K$505.5K-$61.5K2026-10-29
Wesbanco Bank Inc
DECREASED277357-80-22%$710.2K$501.8K-$208.4K2026-11-04
Palisade Asset Management, LLC
INCREASED277219+58+26%$435.7K$501.8K+$66.1K2026-11-03
Independent Solutions Wealth Management, LLC
UNCHANGED27727700%$551.1K$501.8K-$49.2K2026-10-28
Vaquero Private Wealth, LTD
UNCHANGED27627600%$549.1K$500.0K-$49.1K2026-10-27
Avity Investment Management Inc.
DECREASED275320-45-14%$636.6K$498.2K-$138.4K2026-10-09
Ledgewood Wealth Advisors, LLC
UNCHANGED27527500%$547.1K$498.2K-$48.9K2026-10-09
Livet Wealth, LLC
INCREASED272261+11+4%$519.2K$492.8K-$26.5K2026-10-27
KCM Investment Advisors LLC
DECREASED270277-7-3%$551.1K$489.2K-$61.9K2026-10-27
Catalyst Private Wealth, LLC
INCREASED270266+4+2%$529.2K$489.2K-$40.0K2026-10-13
Elevatus Welath Management
INCREASED269131+138+105%$260.6K$488.1K+$227.4K2026-10-19
Virtue Capital Management, LLC
DECREASED269317-48-15%$630.7K$487.3K-$143.3K2026-10-29
Goelzer Investment Management, Inc.
DECREASED269290-21-7%$576.0K$486.6K-$89.4K2026-10-16
Smith Thornton Advisors LLC
INCREASED268263+5+2%$453.9K$485.5K+$31.6K2026-10-16
Foresight Capital Management Advisors, Inc.
DECREASED267292-25-9%$580.9K$483.3K-$97.6K2026-10-27
TritonPoint Partners, LLC
DECREASED266359-93-26%$714.7K$482.4K-$232.3K2026-11-05
Secure Asset Management, LLC
DECREASED266273-7-3%$543.4K$482.1K-$61.2K2026-10-19
Heritage Family Offices, LLP
DECREASED265408-143-35%$810.8K$479.3K-$331.5K2026-11-02
Equity Wealth Partners, LLC
DECREASED265279-14-5%$554.1K$480.6K-$73.5K2026-10-26
Forvis Mazars Wealth Advisors, LLC
INCREASED264194+70+36%$386.1K$478.4K+$92.3K2026-10-13
MBL Wealth, LLC
DECREASED263300-37-12%$596.8K$476.5K-$120.4K2026-10-22
Franklin Street Advisors Inc
INCREASED263251+12+5%$499.3K$476.5K-$22.9K2026-10-13
Centurion Wealth Management LLC
DECREASED262325-63-19%$647.2K$475.3K-$171.9K2026-10-13
Crusonia Wealth Advisors LLC
UNCHANGED26226200%$521.3K$474.7K-$46.6K2026-10-26
WT Wealth Management
NEW261—+261——$472.2K—2026-10-13
Center For Asset Management LLC
DECREASED261305-44-14%$606.8K$472.9K-$133.9K2026-10-16
RVW Wealth, LLC
INCREASED261260+1+0%$517.3K$472.8K-$44.4K2026-10-06
Boltwood Capital Management
INCREASED260215+45+21%$427.7K$471.0K+$43.3K2026-10-02
Financial Consulate, Inc
DECREASED260287-27-9%$571.0K$471.0K-$99.9K2026-10-23
Globalt Investments LLC / GA
DECREASED260262-2-1%$521.2K$471.0K-$50.2K2026-10-27
Paladin Wealth, LLC
INCREASED259197+62+31%$391.9K$469.6K+$77.7K2026-10-23
MinichMacGregor Wealth Management, LLC
INCREASED259227+32+14%$451.7K$470.0K+$18.3K2026-10-14
Stronghold Wealth Management L.L.C.
INCREASED257241+16+7%$479.5K$465.6K-$13.9K2026-10-16
Carter Financial Group, Inc.
DECREASED254357-103-29%$710.2K$460.2K-$250.1K2026-10-21
Financial Planning Hawaii, Inc.
INCREASED254216+38+18%$429.7K$460.2K+$30.4K2026-10-13
Great Diamond Partners, LLC
DECREASED254276-22-8%$549.1K$460.2K-$88.9K2026-10-13
AGH Wealth Advisors, LLC
INCREASED254245+9+4%$487.4K$460.2K-$27.2K2026-10-26
Premier Path Wealth Partners, LLC
UNCHANGED25425400%$506.0K$460.8K-$45.2K2026-10-16
Tactive Advisors, LLC
INCREASED253252+1+0%$501.3K$458.4K-$43.0K2026-10-08
Grant Private Wealth Management Inc
DECREASED252279-27-10%$555.1K$456.5K-$98.5K2026-10-19
Portfolio Design Labs, LLC
UNCHANGED25125100%$500.0K$455.3K-$44.7K2026-11-04
Flywheel Private Wealth LLC
UNCHANGED25025000%$497.4K$452.9K-$44.4K2026-11-02
Independent Wealth Network Inc.
INCREASED247185+62+34%$369.0K$448.4K+$79.4K2026-10-19
Nolet Wealth Management, LLC
UNCHANGED24724700%$490.8K$446.9K-$43.9K2026-10-15
Connecticut Capital Management Group, LLC
UNCHANGED24624600%$489.4K$445.7K-$43.7K2026-10-29
General Partner, Inc.
UNCHANGED24524500%$487.4K$443.9K-$43.6K2026-10-05
StoneX Group Inc.
INCREASED244191+53+28%$380.8K$435.4K+$54.7K2026-11-03
Platform Technology Partners
DECREASED244259-15-6%$516.1K$442.0K-$74.1K2026-11-02
Compagnie Lombard Odier SCmA
UNCHANGED24324300%$483.4K$440.2K-$43.2K2026-11-04
Salomon & Ludwin, LLC
INCREASED242240+2+1%$442.3K$438.4K-$3.9K2026-10-29
Financial Management Professionals, Inc.
INCREASED242241+1+0%$479.5K$438.4K-$41.0K2026-10-23
Fjell Capital, LLC
DECREASED241256-15-6%$509.3K$436.6K-$72.7K2026-10-13
Ejmk Ventures LLC
DECREASED238252-14-6%$501.3K$431.2K-$70.2K2026-10-21
Center for Financial Planning, Inc.
INCREASED237222+15+7%$441.7K$429.4K-$12.3K2026-10-26
CPA Asset Management Group, LLC
UNCHANGED23623600%$469.5K$427.6K-$42.0K2026-10-26
Miramontes Capital, LLC
UNCHANGED23623600%$469.5K$427.6K-$42.0K2026-10-19
Patrick M Sweeney & Associates, Inc
UNCHANGED23623600%$469.5K$427.6K-$42.0K2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED234243-9-4%$483.4K$423.9K-$59.5K2026-10-22
BridgePort Financial Solutions, LLC
DECREASED232238-6-3%$474.1K$420.7K-$53.4K2026-11-02
Petros Family Wealth, LLC
INCREASED232226+6+3%$449.6K$420.3K-$29.3K2026-10-28
Old Port Advisors
INCREASED231223+8+4%$443.6K$418.5K-$25.1K2026-10-23
Albion Financial Group
INCREASED23060+170+283%$119.4K$416.7K+$297.3K2026-10-21
ERn Financial, LLC
INCREASED230210+20+10%$417.8K$416.7K-$1.1K2026-10-28
Innova Wealth Partners
INCREASED230215+15+7%$427.7K$416.7K-$11.0K2026-10-21
Hanson & Doremus Investment Management
INCREASED230220+10+5%$438$417-$212026-10-16
Waystone Advisors LLC
UNCHANGED23023000%$457.6K$457.6K$02026-10-16
Lanark Financial, Inc.
INCREASED228101+127+126%$200.9K$413.1K+$212.1K2026-10-26
Fragasso Financial Advisors Inc
DECREASED228273-45-16%$543.1K$405.9K-$137.2K2026-10-13
Knights of Columbus Asset Advisors LLC
DECREASED227290-63-22%$576.9K$411.2K-$165.7K2026-11-05
Integrity Advisory Solutions, LLC
INCREASED224160+64+40%$318.3K$406.8K+$88.4K2026-10-29
Teza Capital Management LLC
INCREASED224214+10+5%$425.7K$405.8K-$19.9K2026-10-23
PW Nova Financial Services LLC
UNCHANGED22322300%$443.6K$404.0K-$39.6K2026-10-15
Castleview Partners, LLC
UNCHANGED22222200%$441.7K$402.2K-$39.5K2026-10-09
Split Creek LLC DBA Split Creek Capital LLC
DECREASED220230-10-4%$457.6K$398.6K-$59.0K2026-11-02
Grey Fox Wealth Advisors, LLC
INCREASED219217+2+1%$431.7K$396.8K-$35.0K2026-11-03
Schaper Benz & Wise Investment Counsel Inc
INCREASED219218+1+0%$433.7K$396.8K-$36.9K2026-10-09
Claro Advisors Inc.
INCREASED218145+73+50%$288.5K$394.4K+$105.9K2026-11-02
Grove Bank & Trust
INCREASED218210+8+4%$417.8K$394.9K-$22.8K2026-10-08
Whitener Capital Management, Inc.
UNCHANGED21821800%$433.7K$394.9K-$38.8K2026-10-15
Maia Wealth LLC
INCREASED217205+12+6%$407.8K$393.1K-$14.7K2026-10-19
Everett Harris & Co
INCREASED217207+10+5%$411.8K$393.1K-$18.7K2026-10-28
McHugh Group, LLC
UNCHANGED21721700%$431.2K$392.6K-$38.5K2026-10-19
Trust Investment Advisors
INCREASED216200+16+8%$397.9K$391.3K-$6.6K2026-10-20
TBH Global Asset Management, LLC
INCREASED216214+2+1%$425.0K$390.7K-$34.3K2026-11-03
Lifestyle Asset Management, Inc.
NEW215—+215——$388.8K—2026-10-20
Visionary Horizons, LLC
INCREASED215202+13+6%$401.9K$389.5K-$12.3K2026-10-22
Laurel OAK Wealth Management, LLC
DECREASED214224-10-4%$445.6K$387.7K-$57.9K2026-10-19
Comprehensive Financial Planning, Inc.
INCREASED21315+198+1320%$29.8K$385.9K+$356.1K2026-10-27
Financial Futures Ltd Liability Co.
INCREASED213168+45+27%$334.2K$385.9K+$51.7K2026-10-13
Alterna Wealth Management, Inc
INCREASED213173+40+23%$344.2K$385.9K+$41.7K2026-10-27
Tritonpoint Wealth, LLC
DECREASED213229-16-7%$455.6K$385.9K-$69.7K2026-10-19
Ares Financial Consulting, LLC
INCREASED213204+9+4%$405.8K$385.9K-$20.0K2026-10-19
Sather Financial Group Inc
UNCHANGED21321300%$423.8K$385.9K-$37.9K2026-10-30
Proathlete Wealth Management LLC
INCREASED212145+67+46%$288.5K$384.1K+$95.6K2026-10-15
James T. Borello RIA
INCREASED212204+8+4%$405.8K$384.1K-$21.8K2026-10-16
Leo Wealth, LLC
NEW211—+211——$382.9K—2026-10-26
Hidden Cove Wealth Management, LLC
INCREASED211209+2+1%$415.8K$382.3K-$33.5K2026-10-19
Lighthouse Financial LLC
NEW210—+210——$380.5K—2026-10-23
Aletheian Wealth Advisors LLC
INCREASED210202+8+4%$401.9K$380.5K-$21.4K2026-10-08
Torrey Growth & Income Advisors
UNCHANGED21021000%$412.0K$382.4K-$29.6K2026-11-04
Focused Alpha, LLC
DECREASED207226-19-8%$450.0K$375.5K-$74.4K2026-10-20
Trilogy Capital Inc.
INCREASED206146+60+41%$290.6K$373.4K+$82.8K2026-10-20
Northern Capital Management, Inc.
DECREASED206213-7-3%$424.7K$374.1K-$50.6K2026-11-05
TFC Financial Management, Inc.
UNCHANGED20620600%$409.8K$373.2K-$36.6K2026-10-26
Hunter Associates Investment Management LLC
INCREASED205181+24+13%$358$368+$102026-10-26
Richardson Financial Services Inc.
DECREASED205223-18-8%$443.6K$371.4K-$72.2K2026-10-30
Winthrop Advisory Group LLC
DECREASED205210-5-2%$416.8K$370.6K-$46.2K2026-10-22
Veery Capital, LLC
DECREASED205207-2-1%$411.8K$371.4K-$40.4K2026-10-07
Childress Capital Advisors, LLC
UNCHANGED20320300%$404.0K$367.9K-$36.1K2026-10-28
Clark Wealth Partners
INCREASED202200+2+1%$397.9K$366.0K-$31.9K2026-10-19
Clifford Swan Investment Counsel LLC
UNCHANGED20220200%$401.9K$366.0K-$35.9K2026-11-05
Duncker Streett & Co Inc
UNCHANGED20220200%$401.9K$366.0K-$35.9K2026-10-27
Heritage Wealth Management, Inc.
DECREASED201210-9-4%$417.8K$364.1K-$53.6K2026-10-28
Merrion Investment Management Co, LLC
UNCHANGED20120100%$399.9K$364.1K-$35.7K2026-10-16
Pines Wealth Management, LLC
UNCHANGED20120100%$399.9K$364.1K-$35.7K2026-10-21
Milestone Asset Management, LLC
DECREASED200220-20-9%$437.7K$362.3K-$75.3K2026-10-15
Cahaba Wealth Management, Inc.
INCREASED200194+6+3%$386.8K$361.5K-$25.3K2026-10-26
Strategic Blueprint, LLC
INCREASED200199+1+1%$395.1K$361.6K-$33.5K2026-10-22
Watershed Private Wealth LLC
UNCHANGED20020000%$397.9K$362.3K-$35.6K2026-10-30
Goodman Advisory Group, LLC
NEW199—+199——$360.5K—2026-11-02
Avail Investment Partners, LLC
INCREASED199183+16+9%$364.1K$360.5K-$3.5K2026-10-16
Golden State Wealth Management, LLC
INCREASED199187+12+6%$372.5K$361.0K-$11.5K2026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED19919900%$396$361-$352026-10-27
Gateway Investment Advisers LLC
DECREASED198296-98-33%$588.9K$358.7K-$230.2K2026-10-13
Guild Investment Management, Inc.
UNCHANGED19819800%$393.9K$358.7K-$35.2K2026-11-03
State of Wyoming
DECREASED197227-30-13%$451.6K$356.9K-$94.7K2026-10-28
New Hampshire Trust
DECREASED197201-4-2%$399.9K$356.9K-$43.0K2026-10-20
ICW Investment Advisors LLC
UNCHANGED19719700%$391.1K$357.4K-$33.7K2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED196305-109-36%$607.0K$355.3K-$251.7K2026-10-14
Green Ridge Wealth Planning LLC
INCREASED195106+89+84%$210.9K$353.3K+$142.4K2026-10-08
Acorn Creek Capital LLC
DECREASED195204-9-4%$405.9K$353.4K-$52.6K2026-11-05
Burney Co/
INCREASED194185+9+5%$368.0K$350.7K-$17.4K2026-10-15
Townsend Asset Management Corp
UNCHANGED19419400%$386.0K$351.5K-$34.5K2026-10-29
Teamwork Financial Advisors, LLC
DECREASED191357-166-46%$710.4K$346.2K-$364.2K2026-10-19
Wealth Preservation Advisors, LLC
INCREASED191152+39+26%$302.4K$346.0K+$43.6K2026-11-05
Cooper Financial Group
INCREASED190159+31+20%$316.4K$344.4K+$28.0K2026-10-07
Rare Wolf Capital LLC
DECREASED190191-1-1%$380.0K$344.2K-$35.8K2026-10-20
Intergy Private Wealth, LLC
DECREASED189208-19-9%$413.8K$342.4K-$71.4K2026-10-16
Symphony Financial, Ltd. Co.
INCREASED189176+13+7%$342.2K$343.8K+$1.6K2026-10-22
Cardinal Point Capital Management ULC
INCREASED188169+19+11%$337.0K$340.9K+$3.8K2026-10-21
FAI Advisors, Inc.
INCREASED187181+6+3%$360.1K$338.8K-$21.3K2026-10-27
Tranquility Partners, LLC
INCREASED187185+2+1%$368.0K$338.8K-$29.3K2026-10-20
Syverson Strege & Co
INCREASED186164+22+13%$326.3K$337.0K+$10.7K2026-11-02
Paulson Wealth Management Inc.
INCREASED186184+2+1%$366.1K$337.0K-$29.1K2026-11-02
Gutierrez Wealth Advisory, LLC
NEW185—+185——$336.1K—2026-11-02
Putney Financial Group LLC
INCREASED184160+24+15%$318.3K$333.3K+$15.0K2026-10-30
Concord Wealth Partners
DECREASED183233-50-21%$463.6K$332.4K-$131.2K2026-11-02
Toth Financial Advisory Corp
INCREASED183167+16+10%$332.2K$331.5K-$7012026-10-08
Sound Income Strategies, LLC
DECREASED183189-6-3%$376.9K$324.7K-$52.2K2026-10-09
NBT Bank, N.A.
UNCHANGED18118100%$360.1K$327.9K-$32.2K2026-10-21
Clark Asset Management, LLC
DECREASED180219-39-18%$435.7K$326.1K-$109.6K2026-10-19
Global Assets Advisory, LLC
DECREASED180202-22-11%$372.1K$335.5K-$36.6K2026-10-28
Philadelphia Trust Co
UNCHANGED18018000%$358$326-$322026-11-05
Fiduciary Family Office, LLC
INCREASED179148+31+21%$294.4K$324.3K+$29.9K2026-11-04
Trust Co of the South
INCREASED179172+7+4%$342.2K$324.3K-$17.9K2026-10-21
Brian LOW Financial Group, LLC
INCREASED179172+7+4%$342.2K$324.3K-$17.9K2026-10-28
Black Diamond Financial, LLC
DECREASED178180-2-1%$358.1K$322.5K-$35.6K2026-10-26
Balance Wealth Partners LLC
INCREASED177140+37+26%$278.5K$321.2K+$42.7K2026-10-27
Stablepoint Partners, LLC
DECREASED177178-1-1%$354.1K$320.7K-$33.5K2026-11-03
Hutchens & Kramer Investment Management Group, LLC
INCREASED176165+11+7%$328.3K$318.9K-$9.4K2026-10-16
Sugar Maple Asset Management, LLC
UNCHANGED17517500%$348.2K$317.0K-$31.1K2026-10-13
First Premier Bank
INCREASED174166+8+5%$330$315-$152026-10-13
ZWJ Investment Counsel Inc
UNCHANGED17417400%$346.2K$315.2K-$30.9K2026-10-15
Park Capital Management, LLC / WI
INCREASED173166+7+4%$330.2K$313.4K-$16.8K2026-10-13
Sanchez Gaunt Capital Management, LLC
INCREASED171157+14+9%$312.3K$309.8K-$2.5K2026-11-03
Eagle Wealth Advisors LLC
INCREASED171166+5+3%$330.2K$309.8K-$20.5K2026-10-20
Stewardship Advisors, LLC
INCREASED171168+3+2%$334.2K$309.8K-$24.4K2026-10-20
Costello Asset Management, Inc
UNCHANGED17117100%$340.2K$309.8K-$30.4K2026-10-30
Compound Global Advisors, LLC
INCREASED17050+120+240%$99.5K$308.0K+$208.5K2026-10-20
Victory Financial Group, LLC
INCREASED170143+27+19%$284.5K$308.0K+$23.5K2026-10-27
Sage Private Wealth Group, LLC
INCREASED170163+7+4%$324.3K$308.0K-$16.3K2026-10-21
First Nebraska Trust Co
UNCHANGED17017000%$338.2K$308.0K-$30.2K2026-10-30
Yankcom Partnership
DECREASED169189-20-11%$376.0K$306.2K-$69.8K2026-10-15
Rational Advisors, Inc.
INCREASED168145+23+16%$288.5K$304.4K+$15.9K2026-11-02
Planned Solutions, Inc.
UNCHANGED16816800%$334.2K$304.4K-$29.9K2026-10-19
Thrive Wealth Management, LLC
INCREASED166164+2+1%$325.8K$300.9K-$24.9K2026-10-13
Security Financial Services, Inc.
DECREASED164167-3-2%$332.2K$297.1K-$35.1K2026-10-29
Global Wealth Strategies & Associates
INCREASED163133+30+23%$264.6K$295.3K+$30.7K2026-10-02
One Day In July LLC
UNCHANGED16316300%$324.3K$295.3K-$29.0K2026-10-30
Prospera Capital Management, LLC
UNCHANGED16316300%$297.5K$295.3K-$2.2K2026-10-19
CPC Advisors, LLC
NEW162—+162——$293.5K—2026-10-21
Douglas Lane & Associates, LLC
DECREASED162179-17-9%$356.1K$293.5K-$62.6K2026-10-09
CLG LLC
INCREASED162159+3+2%$316.8K$293.2K-$23.6K2026-10-13
WPG Advisers, LLC
DECREASED161164-3-2%$326.3K$291.7K-$34.6K2026-10-27
Impact Investors, Inc
DECREASED160624-464-74%$1.2M$290.1K-$951.6K2026-11-02
United Community Bank
INCREASED16020+140+700%$39.8K$289.9K+$250.1K2026-10-28
Summa Corp.
INCREASED160133+27+20%$264.6K$289.9K+$25.3K2026-10-30
Capital Square, LLC
INCREASED160155+5+3%$280.3K$290.1K+$9.8K2026-10-19
West Paces Advisors Inc.
DECREASED159164-5-3%$326.3K$288.1K-$38.2K2026-10-13
Endowment Wealth Management, Inc.
DECREASED157216-59-27%$429.7K$284.6K-$145.1K2026-11-03
Cornerstone Planning Group LLC
DECREASED157178-21-12%$320.7K$279.5K-$41.2K2026-10-16
Geneva Partners, LLC
DECREASED1561,884-1,728-92%$3.7M$282.6K-$3.5M2026-10-26
Hohimer Wealth Management, LLC
DECREASED156223-67-30%$443.8K$282.8K-$161.0K2026-11-04
Eagle Bay Advisors LLC
INCREASED156130+26+20%$258.6K$282.6K+$24.0K2026-10-16
Prosperity Financial Group, Inc.
INCREASED156148+8+5%$294.4K$282.6K-$11.8K2026-10-29
Phillips Financial Management, LLC
INCREASED156149+7+5%$296.4K$282.6K-$13.8K2026-10-19
Blossom Wealth Management
DECREASED156160-4-2%$318.3K$282.6K-$35.7K2026-11-03
Cerro Pacific Wealth Advisors LLC
INCREASED156154+2+1%$305.7K$282.0K-$23.7K2026-10-22
Embree Financial Group
INCREASED155151+4+3%$300.4K$280.8K-$19.6K2026-10-22
Clear Wave Wealth Management LLC
INCREASED155153+2+1%$304.4K$280.8K-$23.6K2026-11-04
Capital Asset Advisory Services LLC
DECREASED154166-12-7%$330.3K$240.4K-$89.8K2026-10-30
CX Institutional
DECREASED154159-5-3%$316$279-$372026-10-02
First Financial Group Corp
UNCHANGED15415400%$307.9K$280.4K-$27.5K2026-10-22
Baxter Bros Inc
INCREASED153102+51+50%$202.9K$277.2K+$74.3K2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED153145+8+6%$288.9K$277.6K-$11.3K2026-10-14
Bryn Mawr Trust Advisors, LLC
DECREASED153154-1-1%$307.3K$278.0K-$29.3K2026-11-04
Quantum Financial Advisors, LLC
INCREASED152126+26+21%$250.7K$275.4K+$24.7K2026-11-03
IVC Wealth Advisors LLC
INCREASED152138+14+10%$274.5K$275.4K+$8312026-10-23
Braun-Bostich & Associates Inc.
DECREASED152165-13-8%$328.3K$275.4K-$52.9K2026-10-20
Wealth Group, Ltd.
NEW150—+150——$272—2026-10-30
Howard Capital Management Group, LLC
UNCHANGED15015000%$298.4K$271.8K-$26.7K2026-10-16
Well Done, LLC
UNCHANGED15015000%$298.4K$271.8K-$26.7K2026-10-20
Barton Investment Management
UNCHANGED15015000%$298.4K$271.8K-$26.7K2026-10-27
Genesee Capital Advisors, LLC
INCREASED149109+40+37%$216.8K$270.7K+$53.8K2026-10-20
Welch Group, LLC
INCREASED148144+4+3%$286.5K$268.1K-$18.4K2026-10-29
Fairvoy Private Wealth, LLC
UNCHANGED14814800%$294.4K$268.1K-$26.3K2026-10-19
David J Yvars Group
UNCHANGED14814800%$294.4K$268.1K-$26.3K2026-10-09
Capstone Wealth Management Group, Inc.
UNCHANGED14814800%$294.4K$268.1K-$26.3K2026-10-19
Kaufman Rossin Wealth, LLC
NEW147—+147——$265.9K—2026-10-19
MBM Wealth Consultants, LLC
DECREASED147156-9-6%$310.4K$266.3K-$44.0K2026-10-20
Steel Grove Capital Advisors, LLC
NEW146—+146——$264.5K—2026-10-13
Ignite Planners, LLC
NEW146—+146——$264.5K—2026-10-14
Chicago Trust Co NA
DECREASED146296-150-51%$588.9K$264.5K-$324.4K2026-10-28
Cove Private Wealth, LLC
UNCHANGED14614600%$290.5K$264.5K-$26.0K2026-10-28
Stonebridge Financial Group, LLC
INCREASED145129+16+12%$256.6K$262.7K+$6.1K2026-10-01
Demars Financial Group, LLC
INCREASED145130+15+12%$257.8K$263.6K+$5.8K2026-10-22
Western Financial Corp
DECREASED1441,937-1,793-93%$3.9M$260.8K-$3.6M2026-10-14
E6 Portfolios, LLC
UNCHANGED14414400%$286.5K$260.9K-$25.6K2026-10-26
Transcendent Capital Group LLC
DECREASED143173-30-17%$344.2K$259.1K-$85.1K2026-10-28
Physician Wealth Advisors, Inc.
INCREASED143132+11+8%$262.7K$259.1K-$3.5K2026-10-20
Parcion Private Wealth LLC
UNCHANGED14314300%$284.5K$259.1K-$25.4K2026-10-28
Sepio Capital, LP
DECREASED142316-174-55%$628.7K$257.3K-$371.4K2026-10-22
MFA Wealth Advisors, LLC
DECREASED142164-22-13%$326.3K$257.3K-$69.0K2026-10-07
Tortuga Wealth Management, Inc
UNCHANGED14214200%$284.5K$259.2K-$25.3K2026-10-27
Leslie Global Wealth, LLC
DECREASED141144-3-2%$286.5K$255.4K-$31.0K2026-10-26
Legacy Financial Group, Inc.
INCREASED140110+30+27%$218.8K$253.6K+$34.8K2026-10-21
R2 Capital Strategies, LLC
DECREASED140145-5-3%$288.5K$253.6K-$34.8K2026-10-15
Emprise Bank
UNCHANGED14014000%$278.5K$253.6K-$24.9K2026-10-07
Mosley Wealth Management
DECREASED137164-27-16%$326.3K$227.1K-$99.2K2026-10-16
Forum Financial Management, LP
INCREASED137135+2+1%$268.6K$248.2K-$20.4K2026-10-16
Marathon Capital Management
UNCHANGED13713700%$272.6K$248.2K-$24.4K2026-10-23
Pacifica Partners Inc.
UNCHANGED13713700%$242.3K$247.8K+$5.5K2026-10-09
Alhambra Investment Management LLC
DECREASED136146-10-7%$290.5K$246.4K-$44.1K2026-10-15
JGP Global Gestao de Recursos Ltda.
NEW135—+135——$244.6K—2026-10-16
Invested Advisors
DECREASED135150-15-10%$298.4K$244.6K-$53.8K2026-10-23
Pinnacle Bancorp, Inc.
INCREASED135129+6+5%$256.6K$244.6K-$12.1K2026-10-21
Mirador Capital Partners LP
INCREASED135130+5+4%$258.6K$244.6K-$14.1K2026-10-09
Wagner Wealth Management, LLC
UNCHANGED13513500%$268.6K$244.6K-$24.0K2026-10-21
PFW Advisors LLC
NEW134—+134——$242.8K—2026-10-07
BigSur Wealth Management LLC
DECREASED134143-9-6%$284.5K$242.8K-$41.7K2026-10-13
Granville Capital, Inc.
UNCHANGED13413400%$266.6K$242.8K-$23.8K2026-11-05
Acropolis Investment Management, LLC
UNCHANGED13413400%$266.6K$242.8K-$23.8K2026-10-08
San Luis Wealth Advisors LLC
INCREASED132121+11+9%$239.9K$239.7K-$2052026-10-27
Momentous Wealth Management, Inc.
DECREASED131133-2-1%$264.6K$237.3K-$27.3K2026-10-21
rebel Financial LLC
NEW130—+130——$234.8K—2026-11-04
Park National Corp
DECREASED130199-69-35%$395.9K$235.5K-$160.4K2026-10-05
Bill Few Associates, Inc.
INCREASED130126+4+3%$250.7K$235.5K-$15.2K2026-10-09
Tenzing Financial LLC
DECREASED130132-2-2%$241.0K$214.2K-$26.8K2026-11-03
Warwick Investment Management, Inc.
UNCHANGED13013000%$258.6K$235.5K-$23.1K2026-10-19
Taylor & Morgan Wealth Management, LLC
DECREASED129132-3-2%$262.6K$233.7K-$28.9K2026-10-09
Whelan Financial
INCREASED129127+2+2%$252.7K$233.7K-$19.0K2026-10-28
Brickley Wealth Management
DECREASED129130-1-1%$258.6K$233.7K-$24.9K2026-11-04
Avid Wealth Partners LLC
DECREASED129130-1-1%$258.6K$233.7K-$24.9K2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED128130-2-2%$259.4K$232.6K-$26.8K2026-11-04
Lountzis Asset Management, LLC
NEW127—+127——$230.1K—2026-10-30
Chatham Capital Group, Inc.
INCREASED127116+11+9%$230.8K$230.1K-$6932026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED127129-2-2%$256.6K$230.1K-$26.6K2026-10-21
Elevation Wealth Partners, LLC
UNCHANGED12712700%$252.7K$230.1K-$22.6K2026-10-07
Schmidt P J Investment Management Inc
UNCHANGED12712700%$252.7K$230.1K-$22.6K2026-11-02
Cora Capital Advisors LLC
INCREASED126106+20+19%$210.9K$228.3K+$17.4K2026-11-02
RPG Investment Advisory, LLC
DECREASED126145-19-13%$288.5K$228.3K-$60.2K2026-10-21
Beese Fulmer Investment Management, Inc.
INCREASED126113+13+12%$224.8K$228.3K+$3.5K2026-10-23
National Wealth Management Group, LLC
DECREASED126134-8-6%$266.6K$228.3K-$38.3K2026-10-26
Salvus Wealth Management, LLC
NEW125—+125——$226.5K—2026-10-13
Gallacher Capital Management LLC
DECREASED125278-153-55%$553.8K$226.2K-$327.5K2026-10-30
Samalin Investment Counsel, LLC
DECREASED125142-17-12%$281.6K$226.7K-$54.9K2026-10-23
D'Orazio & Associates, Inc.
INCREASED125121+4+3%$240.4K$226.1K-$14.2K2026-11-04
Ironsides Asset Advisors, LLC
UNCHANGED12512500%$248.7K$226.5K-$22.2K2026-10-20
Aljian Capital Management, LLC
UNCHANGED12512500%$248.7K$226.5K-$22.2K2026-10-28
Oak Asset Management, LLC
UNCHANGED12512500%$248.7K$226.5K-$22.2K2026-10-13
Constitution Capital LLC
UNCHANGED12512500%$248.7K$226.5K-$22.2K2026-10-23
Winter & Associates, Inc.
INCREASED124101+23+23%$200.9K$202.2K+$1.3K2026-10-23
XY Planning Network, Inc.
DECREASED124132-8-6%$262.6K$224.6K-$38.0K2026-10-14
Financial Planning Navigators Corp
DECREASED124125-1-1%$248.7K$224.6K-$24.0K2026-10-14
Ring Mountain Capital, LLC
NEW123—+123——$222.8K—2026-10-13
Goldstein Advisors, LLC
DECREASED123168-45-27%$334.2K$222.8K-$111.4K2026-10-15
Rossby Financial, LCC
DECREASED123142-19-13%$282.5K$222.8K-$59.7K2026-11-05
RAM Investment Partners, LLC
INCREASED123110+13+12%$218.8K$222.8K+$4.0K2026-10-21
Accredited Investors Inc.
NEW122—+122——$221.0K—2026-11-03
B.O.S.S. Retirement Advisors, LLC
DECREASED121249-128-51%$495.4K$219.2K-$276.2K2026-10-26
Axiom Investment Management LLC
UNCHANGED12112100%$240.7K$219.2K-$21.5K2026-11-03
Kanawha Capital Management LLC
DECREASED120157-37-24%$312.3K$217.4K-$94.9K2026-10-19
First Heartland Consultants, Inc.
DECREASED120134-14-10%$266.2K$217.1K-$49.1K2026-10-08
Sierra Ocean, LLC
DECREASED120128-8-6%$254.6K$217.4K-$37.2K2026-11-03
Terra Nova Asset Management LLC
UNCHANGED12012000%$238.7K$217.4K-$21.3K2026-10-13
Affinity Capital Advisors, LLC
NEW119—+119——$211.9K—2026-10-13
Oakworth Capital, Inc.
DECREASED119126-7-6%$232.2K$215.6K-$16.6K2026-10-26
Frederick Financial Consultants, LLC
DECREASED119124-5-4%$247.1K$215.9K-$31.1K2026-10-29
Hill Island Financial LLC
UNCHANGED11911900%$235.9K$214.8K-$21.1K2026-10-20
Patten & Patten Inc
UNCHANGED11911900%$236.7K$215.6K-$21.2K2026-10-26
Summit Securities Group LLC
NEW118—+118——$213.8K—2026-11-05
Uhlmann Price Securities, LLC
DECREASED118168-50-30%$334.2K$213.8K-$120.4K2026-11-03
Renaissance Investment Group LLC
INCREASED118106+12+11%$210.9K$213.8K+$2.9K2026-10-28
Bluedoor Private Wealth, LLC
DECREASED118125-7-6%$248.7K$213.8K-$34.9K2026-11-05
Insight Inv LLC
UNCHANGED11811800%$234.8K$213.8K-$21.0K2026-10-27
Kraematon Investment Advisors, Inc
UNCHANGED11811800%$234.6K$213.8K-$20.9K2026-11-02
Legacy Private Trust Co.
UNCHANGED11811800%$234.8K$213.8K-$21.0K2026-10-06
Vista Investment Partners LLC
DECREASED117133-16-12%$264.8K$212.2K-$52.6K2026-10-08
Cypress Wealth Services, LLC
DECREASED117130-13-10%$258.6K$214.6K-$44.0K2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED117104+13+13%$207.7K$212.9K+$5.2K2026-10-16
Mission Financial Group, LLC
INCREASED117105+12+11%$209.0K$212.1K+$3.1K2026-10-21
Uptick Partners, LLC
INCREASED117111+6+5%$221.1K$211.4K-$9.7K2026-11-04
Elmwood Wealth Management, Inc.
INCREASED117115+2+2%$228.8K$212.0K-$16.8K2026-10-14
Invera Wealth Advisors, LLC
INCREASED116111+5+5%$220.8K$210.2K-$10.7K2026-10-28
Main Street Group, LTD
INCREASED116115+1+1%$228.8K$210.2K-$18.6K2026-10-28
Fonville Wealth Management LLC
NEW115—+115——$208.3K—2026-10-28
Colonial River Investments, LLC
NEW115—+115——$208.3K—2026-10-19
Ticino Wealth
DECREASED115116-1-1%$230.8K$208.3K-$22.4K2026-10-13
TKG Advisors, LLC
UNCHANGED11511500%$228.8K$208.3K-$20.4K2026-11-02
International Private Wealth Advisors LLC
DECREASED114132-18-14%$262.6K$206.5K-$56.1K2026-11-05
Crumly & Associates Inc.
INCREASED114109+5+5%$216.8K$206.5K-$10.3K2026-10-07
Morey & Quinn Wealth Partners, LLC
DECREASED114118-4-3%$234.8K$206.5K-$28.2K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED114115-1-1%$227.9K$207.4K-$20.5K2026-10-14
Argentarii, LLC
UNCHANGED11411400%$205.1K$206.5K+$1.4K2026-10-28
Beverly Hills Private Wealth, LLC
NEW113—+113——$204.8K—2026-11-04
Beacon Financial Advisory LLC
INCREASED113103+10+10%$205.4K$205.2K-$2362026-10-16
Focused Wealth Management, Inc
INCREASED113110+3+3%$218.9K$204.8K-$14.1K2026-10-30
Trek Financial, LLC
NEW112—+112——$202.9K—2026-10-29
Sutton Place Investors LLC
INCREASED112109+3+3%$216.8K$202.9K-$13.9K2026-10-20
Traphagen Investment Advisors LLC
INCREASED112109+3+3%$216.8K$203.1K-$13.8K2026-10-14
McKinley Carter Wealth Services, Inc.
DECREASED112113-1-1%$225.3K$203.4K-$21.9K2026-10-16
Nadler Financial Group, Inc.
UNCHANGED11211200%$222.8K$202.9K-$19.9K2026-10-23
Level Wealth Management LLC
NEW111—+111——$201.1K—2026-10-23
Prospect Financial Group LLC
DECREASED111152-41-27%$302.4K$201.1K-$101.3K2026-11-05
Orin Green Financial, LLC
UNCHANGED11111100%$220.8K$201.1K-$19.7K2026-10-19
Cherrydale Wealth Management, LLC
UNCHANGED11011000%$219.6K$200.1K-$19.5K2026-10-20
American National Bank & Trust
UNCHANGED11011000%$218.8K$199.3K-$19.6K2026-10-07
Signature Equity Partners, LLC
INCREASED10985+24+28%$169.6K$198.0K+$28.5K2026-10-29
Silver Grove Financial Group, Inc.
INCREASED108105+3+3%$208.9K$195.7K-$13.2K2026-11-05
True Wealth Design, LLC
INCREASED10797+10+10%$193.0K$193.8K+$8732026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED105463-358-77%$921.1K$190.2K-$730.9K2026-10-14
KBC Group NV
DECREASED105144-39-27%$286$190-$962026-10-22
Financial Network Wealth Advisors LLC
DECREASED103104-1-1%$206.9K$186.6K-$20.3K2026-10-28
Redwood Park Advisors LLC
NEW102—+102——$184.8K—2026-11-02
Wilkerson Advisory Group LLC
INCREASED10064+36+56%$127.3K$181.2K+$53.8K2026-10-20
Flagship Wealth Advisors, LLC
INCREASED9641+55+134%$81.6K$173.9K+$92.4K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED94285-191-67%$567.1K$169.5K-$397.6K2026-11-04
Gables Capital Management Inc.
INCREASED9490+4+4%$179.1K$170.3K-$8.8K2026-11-04
Bayforest Capital Ltd
NEW93—+93——$168.5K—2026-11-03
SJS Investment Consulting Inc.
UNCHANGED939300%$185.0K$168.5K-$16.5K2026-10-26
Jcic Asset Management Inc.
INCREASED9265+27+42%$85.9K$166.7K+$80.8K2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED9085+5+6%$168.1K$163.1K-$5.1K2026-10-07
Compass Wealth Management LLC
NEW88—+88——$159.4K—2026-10-22
Hughes Financial Services, LLC
UNCHANGED868600%$171.1K$144.1K-$27.0K2026-10-30
Highline Wealth Partners LLC
INCREASED8473+11+15%$145.2K$152.2K+$7.0K2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED848400%$167.1K$152.2K-$14.9K2026-10-23
Elyxium Wealth, LLC
NEW81—+81——$146.8K—2026-10-27
West Financial Advisors, LLC
NEW80—+80——$144.9K—2026-10-22
Trust Co of Vermont
INCREASED8072+8+11%$143.2K$144.9K+$1.7K2026-10-21
DeDora Capital, Inc.
NEW79—+79——$143.1K—2026-10-26
Bell Investment Advisors, Inc
DECREASED7980-1-1%$159.2K$143.1K-$16.0K2026-10-29
Birch Financial Group, LLC
NEW75—+75——$135.6K—2026-10-27
First Community Trust NA
UNCHANGED737300%$145.2K$132.3K-$13.0K2026-10-07
Adirondack Trust Co
UNCHANGED717100%$141.2K$128.6K-$12.6K2026-10-14
Creative Financial Designs Inc
UNCHANGED686800%$136.2K$124.1K-$12.1K2026-11-04
Foster Dykema Cabot & Partners, LLC
UNCHANGED686800%$135.3K$123.2K-$12.1K2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED676700%$133.3K$121.4K-$11.9K2026-10-20
Laurel Wealth Advisors LLC
NEW66—+66——$119.6K—2026-10-27
GK Wealth Management LLC
DECREASED65141-76-54%$280.5K$117.8K-$162.8K2026-10-09
Triumph Capital Management
INCREASED6563+2+3%$126.1K$118.4K-$7.6K2026-10-14
High Point Wealth Management, LLC
INCREASED6139+22+56%$77.7K$110.7K+$33.0K2026-11-05
Prudent Man Investment Management, Inc.
UNCHANGED606000%$64.2K$108.7K+$44.5K2026-11-03
Meriwether Wealth & Planning, LLC
NEW59—+59——$106.9K—2026-10-13
KFG LLC
NEW58—+58——$105.1K—2026-11-02
Pathway Financial Advisers, LLC
NEW58—+58——$105.8K—2026-10-27
Mcdonald Partners LLC
DECREASED5862-4-6%$123.3K$105.1K-$18.3K2026-11-03
Tradewinds Capital Management, LLC
INCREASED5754+3+6%$107.9K$103.3K-$4.7K2026-10-23
City Holding Co
DECREASED5759-2-3%$117.4K$103.3K-$14.1K2026-10-19
Cherry Tree Wealth Management, LLC
DECREASED5669-13-19%$137.3K$101.5K-$35.8K2026-10-15
Kimelman & Baird, LLC
UNCHANGED555500%$109.4K$99.6K-$9.8K2026-11-03
Wealth Analytics Partners, LLC
NEW54—+54——$97.8K—2026-10-19
Burkett Financial Services, LLC
NEW54—+54——$97.8K—2026-10-01
Evermay Wealth Management LLC
UNCHANGED545400%$107.4K$97.8K-$9.6K2026-11-05
Rachor Investment Advisory Services, LLC
DECREASED5254-2-4%$106.5K$94.2K-$12.3K2026-10-29
Fairscale Capital, LLC
UNCHANGED525200%$103.5K$81.4K-$22.0K2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
UNCHANGED515100%$101.5K$92.4K-$9.1K2026-10-22
Bochk Asset Management Ltd
DECREASED502,000-1,950-97%$4.0M$90.6K-$3.9M2026-10-29
Bare Financial Services, Inc
INCREASED5044+6+14%$87.5K$90.6K+$3.0K2026-11-04
West Branch Capital LLC
UNCHANGED505000%$99.5K$90.6K-$8.9K2026-10-20
Kennebec Savings Bank
UNCHANGED484800%$95.5K$87.0K-$8.5K2026-10-22
Activest Wealth Management
UNCHANGED484800%$94.5K$86.1K-$8.4K2026-10-15
Latitude Advisors, LLC
NEW47—+47——$85.1K—2026-10-27
Trust Co
INCREASED471+46+4600%$2.0K$85.1K+$83.2K2026-10-09
Essential Investment Partners LLC
UNCHANGED464600%$91.5K$83.3K-$8.2K2026-10-27
Cape Investment Advisory, Inc.
INCREASED4537+8+22%$73.6K$81.5K+$7.9K2026-10-13
Thompson Investment Management, Inc.
UNCHANGED454500%$89.5K$81.5K-$8.0K2026-10-14
Archer Investment Corp
UNCHANGED444400%$87.9K$80.1K-$7.8K2026-11-05
Markowski Investments
INCREASED428+34+425%$15.9K$76.1K+$60.2K2026-10-30
SRH Advisors, LLC
UNCHANGED424200%$83.6K$76.1K-$7.5K2026-10-22
UMB Private Wealth Management, LLC
NEW41—+41——$74.3K—2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED4149-8-16%$97.2K$74.5K-$22.8K2026-10-16
Essential Partners LLC
DECREASED4047-7-15%$93.5K$72.5K-$21.0K2026-10-14
Key FInancial Inc
UNCHANGED383800%$75.6K$68.8K-$6.8K2026-11-02
Fortitude Family Office, LLC
INCREASED3728+9+32%$55.7K$67.0K+$11.3K2026-10-14
North Star Investment Management Corp.
INCREASED3630+6+20%$59.7K$65.2K+$5.5K2026-10-27
Abound Wealth Management
UNCHANGED353500%$69.6K$63.4K-$6.2K2026-10-26
DT Investment Partners, LLC
INCREASED3431+3+10%$61.7K$61.6K-$762026-10-27
Bullock Wealth Management Group
UNCHANGED323200%$59.0K$57.9K-$1.1K2026-10-09
Catalyst Capital Advisors LLC
UNCHANGED323200%$63.7K$58.0K-$5.7K2026-11-02
Evolution Wealth Management Inc.
DECREASED3139-8-21%$77.6K$56.2K-$21.4K2026-10-28
Tower Trust & Investment Co
DECREASED3132-1-3%$63.7K$56.2K-$7.5K2026-10-28
Transce3nd, LLC
DECREASED3032-2-6%$57.5K$50.3K-$7.2K2026-10-26
Wolff Wiese Magana LLC
UNCHANGED303000%$59.7K$54.4K-$5.3K2026-10-15
Birchbrook, Inc.
UNCHANGED303000%$59.7K$54.4K-$5.3K2026-10-14
Retirement Wealth Solutions LLC
UNCHANGED292900%$57.7K$52.5K-$5.2K2026-10-07
Gen-Wealth Partners Inc
INCREASED2819+9+47%$37.8K$51.5K+$13.7K2026-11-04
Nemes Rush Group LLC
INCREASED2826+2+8%$51.7K$50.7K-$9982026-11-04
Atwood & Palmer Inc
UNCHANGED282800%$55.7K$50.7K-$5.0K2026-10-08
Hager Investment Management Services, LLC
DECREASED2627-1-4%$53.7K$47.1K-$6.6K2026-11-04
Kroeger Financial Partners
UNCHANGED262600%$51.7K$47.1K-$4.6K2026-10-19
Barrett & Company, Inc.
UNCHANGED252500%$49.7K$45.3K-$4.4K2026-10-22
Armstrong Advisory Group, Inc
INCREASED2319+4+21%$37.8K$41.7K+$3.9K2026-10-09
Downshift Financial, LLC
UNCHANGED232300%$45.8K$41.7K-$4.1K2026-10-13
Tsfg, LLC
UNCHANGED222200%$44$40-$42026-10-23
MV Capital Management, Inc.
UNCHANGED222200%$43.8K$39.9K-$3.9K2026-10-29
William Mack & Associates, Inc.
NEW21—+21——$38.0K—2026-10-27
NBH Bank
INCREASED2113+8+62%$25.9K$38.0K+$12.2K2026-11-05
Kingdom Financial Group Llc.
INCREASED2117+4+24%$33.5K$37.8K+$4.3K2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED212100%$41.8K$38.0K-$3.7K2026-10-21
Vision Financial Markets LLC
NEW20—+20——$36.2K—2026-10-22
Towne Trust Company, N.a
DECREASED2025-5-20%$49.7K$36.2K-$13.5K2026-10-28
Blume Capital Management, Inc.
UNCHANGED202000%$39.8K$36.2K-$3.6K2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED202000%$39.8K$36.2K-$3.6K2026-10-15
Nvest Wealth Strategies, Inc.
DECREASED1820-2-10%$39.8K$32.6K-$7.2K2026-10-14
American Capital Advisory, LLC
INCREASED1816+2+13%$31.8K$32.6K+$7792026-10-28
Plante Moran Financial Advisors, LLC
DECREASED1789-72-81%$177.1K$30.8K-$146.3K2026-11-04
Tompkins Financial Corp
UNCHANGED161600%$31.8K$29.0K-$2.8K2026-10-05
Quest 10 Wealth Builders, Inc.
NEW15—+15——$27.2K—2026-11-02
Moisand Fitzgerald Tamayo, LLC
NEW15—+15——$27.2K—2026-10-15
Planning Strategies Inc.
NEW15—+15——$27.2K—2026-10-02
Gilpin Wealth Management, LLC
INCREASED154+11+275%$8.0K$27.2K+$19.2K2026-10-09
First United Bank & Trust
INCREASED1510+5+50%$19.9K$27.2K+$7.3K2026-10-22
United Financial Planning Group LLC
UNCHANGED151500%$29.8K$27.2K-$2.7K2026-11-04
Jnba Financial Advisors
INCREASED1410+4+40%$19.9K$25.4K+$5.5K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED141400%$28$25-$32026-10-14
Richardson Capital Management LLC
UNCHANGED141400%$27.9K$25.4K-$2.5K2026-10-23
Valued Wealth Advisors LLC
UNCHANGED131300%$25.9K$23.6K-$2.3K2026-11-05
Kozak & Associates, Inc.
UNCHANGED131300%$24.0K$21.6K-$2.3K2026-10-29
First Financial Corp
UNCHANGED131300%$25.9K$23.6K-$2.3K2026-10-13
Dynamic Wealth Strategies, LLC
UNCHANGED131300%$25.9K$23.6K-$2.3K2026-10-16
Rydar Equities, Inc.
NEW12—+12——$22.1K—2026-10-13
Ameliora Wealth Management Ltd.
NEW12—+12——$21.7K—2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED121200%$23.9K$21.7K-$2.1K2026-10-15
Blueline Advisors LLC
NEW11—+11——$19.9K—2026-10-15
Align Financial, LLC
UNCHANGED111100%$21.9K$19.9K-$2.0K2026-10-16
Reap Financial Group, LLC
UNCHANGED111100%$21.9K$19.9K-$1.9K2026-11-02
Gleason Group, Inc.
UNCHANGED111100%$21.9K$19.9K-$2.0K2026-10-15
Private Wealth Management Group, LLC
DECREASED1090-80-89%$179.1K$18.1K-$160.9K2026-10-19
MJT & Associates Financial Advisory Group, Inc.
DECREASED1015-5-33%$29.8K$18.1K-$11.7K2026-10-07
High Note Wealth, LLC
UNCHANGED101000%$19.9K$18.1K-$1.8K2026-10-27
Burk Holdings LLC
UNCHANGED101000%$19.9K$18.1K-$1.8K2026-11-05
PFS Partners, LLC
UNCHANGED101000%$19.9K$18.1K-$1.8K2026-10-21
RMG Wealth Management LLC
UNCHANGED101000%$18.1K$15.8K-$2.3K2026-10-26
Fiduciary Advisors, Inc.
NEW9—+9——$16.3K—2026-10-16
Elevated Capital Advisors, LLC
INCREASED97+2+29%$13.9K$16.3K+$2.4K2026-11-04
City State Bank
NEW8—+8——$14.5K—2026-10-20
Morton Brown Family Wealth, LLC
INCREASED82+6+300%$4.0K$14.5K+$10.5K2026-10-23
Creative Capital Management Investments LLC
INCREASED83+5+167%$6.0K$14.5K+$8.5K2026-10-28
Bulwark Capital Corp
UNCHANGED8800%$15.9K$14.5K-$1.4K2026-10-13
Sherman Asset Management, Inc.
UNCHANGED8800%$15.9K$14.5K-$1.4K2026-11-05
Bank & Trust Co
UNCHANGED8800%$15.9K$14.5K-$1.4K2026-10-07
Community Financial Services Group, LLC
UNCHANGED8800%$14.7K$14.5K-$2762026-10-15
Hurley Capital, LLC
INCREASED71+6+600%$2.0K$12.7K+$10.7K2026-11-05
Aspect Partners, LLC
INCREASED73+4+133%$6.0K$12.7K+$6.7K2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED7700%$13.9K$12.7K-$1.2K2026-11-02
Noble Wealth Management PBC
UNCHANGED7700%$13.9K$12.7K-$1.2K2026-10-01
Beacon Investment Advisory Services, Inc.
UNCHANGED7700%$13.9K$12.7K-$1.2K2026-10-13
Coastline Trust Co
UNCHANGED7700%$13.9K$12.7K-$1.2K2026-10-01
Lloyd Advisory Services, Llc.
DECREASED68-2-25%$16.0K$11.0K-$5.0K2026-11-02
Union Savings Bank
UNCHANGED6600%$11.9K$10.9K-$1.1K2026-10-14
Bayban
UNCHANGED6600%$11.9K$11.9K$02026-11-05
Piscataqua Savings Bank
UNCHANGED6600%$11.9K$10.9K-$1.1K2026-10-21
Horizon Financial Services, LLC
DECREASED514-9-64%$27.9K$9.1K-$18.8K2026-11-04
Monetary Solutions, Ltd
INCREASED53+2+67%$6.0K$9.1K+$3.1K2026-10-22
Southern Michigan Bank & Trust
DECREASED57-2-29%$13.9K$9.1K-$4.9K2026-10-19
Fairman Group, LLC
INCREASED53+2+67%$6.0K$9.1K+$3.1K2026-10-26
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED5500%$10.1K$9.2K-$8932026-10-28
Entrust Financial LLC
NEW4—+4——$7.2K—2026-11-04
Intelligent Financial Strategies
NEW4—+4——$7.2K—2026-10-16
Buck Wealth Strategies, LLC
DECREASED411-7-64%$21.9K$7.2K-$14.6K2026-10-28
Breakwater Investment Management
INCREASED42+2+100%$4.0K$7.2K+$3.3K2026-10-20
Hartford Financial Management Inc.
UNCHANGED4400%$8.0K$7.2K-$7112026-10-21
Hickory Point Bank & Trust
UNCHANGED4400%$8.0K$7.2K-$7112026-10-01
IFS Advisors, LLC
UNCHANGED4400%$8.0K$7.2K-$7112026-10-14
Your Advocates Ltd., LLP
UNCHANGED4400%$8.0K$7.2K-$7112026-11-03
Navigoe, LLC
UNCHANGED4400%$7$7$02026-11-04
Centerpoint Advisors, LLC
UNCHANGED4400%$8$7-$12026-11-05
Alpine Bank Wealth Management
NEW3—+3——$5.4K—2026-10-16
Syntax Research, Inc.
NEW3—+3——$5.4K—2026-11-04
Next Level Wealth Planning, LLC
NEW3—+3——$5.4K—2026-10-29
Nova Financial LLC
NEW3—+3——$5.4K—2026-11-04
PayPay Securities Corp
INCREASED32+1+50%$4.0K$5.4K+$1.5K2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED3300%$6.0K$5.4K-$5332026-10-23
IMG Wealth Management, Inc.
UNCHANGED3300%$6.0K$5.4K-$5332026-10-27
Legacies Wealth LLC
UNCHANGED3300%$6.0K$5.4K-$5332026-11-02
Mascoma Wealth Management LLC
UNCHANGED3300%$6.0K$5.4K-$5332026-10-23
Carolina Wealth Advisors, LLC
NEW2—+2——$3.6K—2026-10-23
Godsey & Gibb, Inc
NEW2—+2——$3.6K—2026-10-14
Avion Wealth
UNCHANGED2200%$3$3$02026-11-04
MTM Investment Management, LLC
UNCHANGED2200%$4.0K$3.6K-$3562026-10-30
Vermillion Wealth Management, Inc.
UNCHANGED2200%$4.0K$3.6K-$3562026-10-26
Newton One Investments LLC
NEW1—+1——$1.8K—2026-10-14
Inspire Investing, LLC
UNCHANGED1100%$1.2K$1.1K-$1102026-10-22
Key Capital Management, Inc
UNCHANGED1100%$2.0K$1.8K-$1772026-11-03
Quaker Wealth Management, LLC
UNCHANGED1100%$2.0K$1.8K-$1782026-10-22
WT Asset Management Ltd
CLOSED0105,329-105,329-100%$209.5M$0-$209.5M2026-10-28
Carrhae Capital LLP
CLOSED032,056-32,056-100%$63.8M$0-$63.8M2026-10-20
Jefferies Financial Group Inc.
CLOSED032,000-32,000-100%$63.7M$0-$63.7M2026-11-05
Two Creeks Capital Management, LP
CLOSED02,526-2,526-100%$5.0M$0-$5.0M2026-10-08
Axon Capital LP
CLOSED02,230-2,230-100%$4.4M$0-$4.4M2026-10-27
TTP Investments, Inc.
CLOSED02,131-2,131-100%$4.2M$0-$4.2M2026-10-30
Wealth Management Partners, LLC
CLOSED01,919-1,919-100%$3.8M$0-$3.8M2026-10-21
Cadent Capital Advisors, LLC
CLOSED01,288-1,288-100%$2.6M$0-$2.6M2026-10-09
University of Texas S AM Investment Management Co
CLOSED01,010-1,010-100%$2.0M$0-$2.0M2026-11-03
CogentBlue Wealth Advisors, LLC
CLOSED0601-601-100%$1.2M$0-$1.2M2026-10-09
Capstone Wealth Management Group, LLC
CLOSED0575-575-100%$1.1M$0-$1.1M2026-11-05
Deltec Asset Management LLC
CLOSED0500-500-100%$994.7K$0-$994.7K2026-10-26
Accuvest Global Advisors
CLOSED0495-495-100%$985.0K$0-$985.0K2026-11-04
Associated Banc-Corp
CLOSED0447-447-100%$889.3K$0-$889.3K2026-10-30
Spectrum Asset Management, Inc. (NB )
CLOSED0356-356-100%$708.2K$0-$708.2K2026-10-19
Johnson Financial Group, LLC
CLOSED0338-338-100%$672.4K$0-$672.4K2026-11-03
Sunpointe, LLC
CLOSED0304-304-100%$604.8K$0-$604.8K2026-10-22
Chung Wu Investment Group, LLC
CLOSED0300-300-100%$596.8K$0-$596.8K2026-11-03
Larry Mathis Financial Planning, LLC
CLOSED0269-269-100%$535.2K$0-$535.2K2026-10-26
Lorne Steinberg Wealth Management Inc.
CLOSED0248-248-100%$493.4K$0-$493.4K2026-10-23
PCG Asset Management, LLC
CLOSED0243-243-100%$483.4K$0-$483.4K2026-11-05
Sage Mountain Advisors LLC
CLOSED0228-228-100%$453.9K$0-$453.9K2026-11-02
Hartmann Taylor Wealth Management, LLC
CLOSED0196-196-100%$258.9K$0-$258.9K2026-10-14
One Wealth Capital Management, LLC
CLOSED0183-183-100%$364.1K$0-$364.1K2026-10-23
Lavelle Capital LP
CLOSED0172-172-100%$342.2K$0-$342.2K2026-11-03
Avantra Family Wealth, Inc.
CLOSED0166-166-100%$330.2K$0-$330.2K2026-10-20
Arlington Partners LLC
CLOSED0154-154-100%$306.4K$0-$306.4K2026-10-20
Southland Equity Partners LLC
CLOSED0123-123-100%$244.7K$0-$244.7K2026-10-14
Saxony Capital Management, LLC
CLOSED0120-120-100%$238.7K$0-$238.7K2026-10-15
Relyea Zuckerberg Hanson LLC
CLOSED0117-117-100%$232.8K$0-$232.8K2026-10-20
Howard Bailey Securities, LLC
CLOSED0115-115-100%$228.8K$0-$228.8K2026-10-27
Master's Wealth Management Inc.
CLOSED0115-115-100%$228.6K$0-$228.6K2026-10-22
Kellett Wealth Advisors, LLC
CLOSED0113-113-100%$224.8K$0-$224.8K2026-10-15
Inman Jager Wealth Management, LLC
CLOSED0112-112-100%$222.8K$0-$222.8K2026-11-05
Journey Retirement Planning & Investment Management LLC
CLOSED0111-111-100%$220.8K$0-$220.8K2026-10-09
Kelly Financial Services LLC
CLOSED0111-111-100%$220.9K$0-$220.9K2026-10-20
MSH Capital Advisors LLC
CLOSED0110-110-100%$218.8K$0-$218.8K2026-11-03
Opinicus Capital, Inc.
CLOSED0110-110-100%$217.9K$0-$217.9K2026-10-28
Bahl & Gaynor LLC
CLOSED0110-110-100%$218.8K$0-$218.8K2026-11-05
Gilman Hill Asset Management, LLC
CLOSED0109-109-100%$216.8K$0-$216.8K2026-10-13
Walker Asset Management, LLC
CLOSED0108-108-100%$214.9K$0-$214.9K2026-10-13
Centennial Advisors, LLC
CLOSED0108-108-100%$214.0K$0-$214.0K2026-10-21
Equita Financial Network, Inc.
CLOSED0108-108-100%$214.9K$0-$214.9K2026-10-19
Gemmer Asset Management LLC
CLOSED0108-108-100%$214.9K$0-$214.9K2026-10-16
Golden Reserve Retirement LLC
CLOSED0108-108-100%$214.9K$0-$214.9K2026-11-02
High Probability Advisors, LLC
CLOSED0108-108-100%$214.9K$0-$214.9K2026-10-19
Renasant Bank
CLOSED0107-107-100%$212.9K$0-$212.9K2026-11-05
Sterling Investment Advisors, Ltd.
CLOSED0107-107-100%$212.9K$0-$212.9K2026-10-27
Arta Finance Wealth Management LLC
CLOSED0106-106-100%$210.9K$0-$210.9K2026-10-28
PMG Family Office LLC
CLOSED0105-105-100%$208.9K$0-$208.9K2026-10-19
Visionary Wealth Advisors
CLOSED0105-105-100%$208.9K$0-$208.9K2026-11-04
Garde Capital, Inc.
CLOSED0105-105-100%$208.9K$0-$208.9K2026-10-29
Atlatl Advisers LLC
CLOSED0105-105-100%$208.9K$0-$208.9K2026-10-22
Martin Capital Advisors, LLP
CLOSED0105-105-100%$208.9K$0-$208.9K2026-10-15
Innovative Wealth Building LLC
CLOSED0104-104-100%$207.0K$0-$207.0K2026-10-14
Shepherd Financial Partners LLC
CLOSED0104-104-100%$206.9K$0-$206.9K2026-11-03
MN Wealth Advisors, LLC
CLOSED0103-103-100%$205.3K$0-$205.3K2026-10-23
Bourgeon Capital Management LLC
CLOSED0102-102-100%$202.9K$0-$202.9K2026-10-19
Rockland Trust Co
CLOSED0102-102-100%$202.9K$0-$202.9K2026-10-05
Citizens Financial Group Inc
CLOSED0102-102-100%$202.9K$0-$202.9K2026-10-23
Eagle Wealth Strategies LLC
CLOSED0102-102-100%$203.2K$0-$203.2K2026-10-20
Brown Miller Wealth Management, LLC
CLOSED0102-102-100%$202.9K$0-$202.9K2026-11-02
WealthPlan Investment Management, LLC
CLOSED0102-102-100%$202.9K$0-$202.9K2026-10-15
Benedict Financial Advisors Inc
CLOSED0102-102-100%$203.7K$0-$203.7K2026-10-07
Bright Futures Wealth Management, Llc.
CLOSED0101-101-100%$201.9K$0-$201.9K2026-10-23
Orca Wealth Management, LLC
CLOSED0101-101-100%$201.0K$0-$201.0K2026-10-14
Paladin Partners, LLC
CLOSED098-98-100%$195.0K$0-$195.0K2026-10-06
Robinswood Financial LLC
CLOSED040-40-100%$79.6K$0-$79.6K2026-10-20
Hoey Investments, Inc
CLOSED035-35-100%$69.6K$0-$69.6K2026-10-29
Barnes Dennig Private Wealth Management LLC
CLOSED032-32-100%$63.7K$0-$63.7K2026-10-30
Gill Capital Partners, LLC
CLOSED031-31-100%$61.7K$0-$61.7K2026-10-13
Founders Capital Management
CLOSED026-26-100%$51.7K$0-$51.7K2026-10-13
Brooklyn FI, LLC
CLOSED020-20-100%$36.0K$0-$36.0K2026-11-05
Bullseye Investment Management, LLC
CLOSED010-10-100%$19.9K$0-$19.9K2026-10-29
Hilton Head Capital Partners, LLC
CLOSED07-7-100%$13.9K$0-$13.9K2026-10-23
Stone House Investment Management, LLC
CLOSED06-6-100%$11.9K$0-$11.9K2026-10-23
Whipplewood Advisors, LLC
CLOSED02-2-100%$4.0K$0-$4.0K2026-10-20
FMR LLC
N/A—5,478,341-5,478,341-100%$10.9B———
Fisher Asset Management, LLC
N/A—4,737,614-4,737,614-100%$9.4B———
Capital World Investors
N/A—3,726,679-3,726,679-100%$7.4B———
Invesco Ltd.
N/A—3,140,208-3,140,208-100%$6.2B———
State Farm Mutual Automobile Insurance Co
N/A—2,758,173-2,758,173-100%$5.5B———
Van Eck Associates Corp
N/A—2,459,420-2,459,420-100%$4.9B———
Capital International Investors
N/A—2,439,219-2,439,219-100%$4.8B———
JPMorgan Chase & Co
N/A—2,395,859-2,395,859-100%$4.5B———
Price T Rowe Associates Inc
N/A—1,933,524-1,933,524-100%$3.8M———
Morgan Stanley
N/A—1,788,291-1,788,291-100%$3.6B———
Bank of America Corp
N/A—1,662,192-1,662,192-100%$3.3B———
Arrowstreet Capital, Limited Partnership
N/A—1,463,906-1,463,906-100%$2.9B———
WCM Investment Management, LLC
N/A—1,449,003-1,449,003-100%$2.7B———
BlackRock, Inc.
N/A—1,282,190-1,282,190-100%$2.6B———
Wellington Management Group LLP
N/A—928,538-928,538-100%$1.8B———
Clearbridge Investments, LLC
N/A—895,430-895,430-100%$1.8B———
Goldman Sachs Group Inc
N/A—840,939-840,939-100%$1.7B———
Franklin Resources Inc
N/A—801,824-801,824-100%$1.6B———
Alliancebernstein L.P.
N/A—765,221-765,221-100%$1.0B———
Neuberger Berman Group LLC
N/A—754,422-754,422-100%$1.5B———
Northern Trust Corp
N/A—733,534-733,534-100%$1.5B———
Wells Fargo & Company
N/A—718,985-718,985-100%$1.4B———
First Manhattan Co. Llc.
N/A—718,408-718,408-100%$1.4B———
Royal Bank of Canada
N/A—716,647-716,647-100%$1.4B———
UBS Group AG
N/A—623,862-623,862-100%$1.2B———
Fayez Sarofim & Co
N/A—586,367-586,367-100%$1.2B———
Lone Pine Capital LLC
N/A—569,174-569,174-100%$1.1B———
Point72 Asset Management, L.P.
N/A—554,661-554,661-100%$1.1B———
Sands Capital Management, LLC
N/A—533,693-533,693-100%$1.1B———
Acadian Asset Management LLC
N/A—501,821-501,821-100%$998.3K———
Victory Capital Management Inc
N/A—476,010-476,010-100%$947.1M———
Two Sigma Investments, LP
N/A—461,505-461,505-100%$918.1M———
Envestnet Asset Management Inc
N/A—440,721-440,721-100%$876.8M———
Axiom Investors LLC
N/A—434,755-434,755-100%$864.9M———
Edgewood Management LLC
N/A—432,714-432,714-100%$860.9M———
Eagle Capital Management LLC
N/A—373,914-373,914-100%$743.9M———
American Century Companies Inc
N/A—371,924-371,924-100%$739.9M———
Primecap Management Co
N/A—351,576-351,576-100%$699.4M———
CIBC Bancorp USA Inc.
N/A—348,738-348,738-100%$694.3M———
Winslow Capital Management, LLC
N/A—348,356-348,356-100%$693.0M———
BNP Paribas Financial Markets
N/A—342,594-342,594-100%$681.6M———
T. Rowe Price Investment Management, Inc.
N/A—334,851-334,851-100%$666.2K———
Brown Advisory Inc
N/A—312,480-312,480-100%$621.7M———
Voya Investment Management LLC
N/A—302,369-302,369-100%$601.5M———
Raymond James Financial Inc
N/A—301,122-301,122-100%$599.1M———
1832 Asset Management L.P.
N/A—298,655-298,655-100%$594.2M———
Coatue Management LLC
N/A—295,406-295,406-100%$587.7M———
Lazard Asset Management LLC
N/A—286,185-286,185-100%$569.3M———
Ameriprise Financial Inc
N/A—277,333-277,333-100%$551.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—275,301-275,301-100%$547.7M———
SEI Investments Co
N/A—261,246-261,246-100%$519.7M———
Saturna Capital Corp
N/A—250,553-250,553-100%$410.9M———
Rafferty Asset Management, LLC
N/A—246,159-246,159-100%$489.7M———
LPL Financial LLC
N/A—225,786-225,786-100%$449.2M———
Natixis Advisors, LLC
N/A—222,906-222,906-100%$443.5K———
Stifel Financial Corp
N/A—213,785-213,785-100%$425.3M———
Jones Financial Companies Lllp
N/A—203,449-203,449-100%$365.2M———
Barclays PLC
N/A—203,240-203,240-100%$404.3M———
Quadrature Capital Ltd
N/A—197,439-197,439-100%$392.8M———
Nomura Asset Management International Inc.
N/A—195,386-195,386-100%$388.7M———
Citadel Advisors LLC
N/A—188,358-188,358-100%$374.7M———
Valley Forge Capital Management, LP
N/A—171,083-171,083-100%$340.4M———
Susquehanna International Group, LLP
N/A—162,936-162,936-100%$324.2M———
First Trust Advisors LP
N/A—160,941-160,941-100%$320.2M———
Amundi
N/A—156,791-156,791-100%$311.9M———
Capital Research Global Investors
N/A—156,338-156,338-100%$310.6M———
Harding Loevner LP
N/A—154,841-154,841-100%$281.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—151,987-151,987-100%$302.4M———
Capital International, Inc.
N/A—135,687-135,687-100%$269.9M———
TCW Group Inc
N/A—132,437-132,437-100%$263.5M———
Dorsey Asset Management, LLC
N/A—130,364-130,364-100%$259.4M———
Marshall Wace, LLP
N/A—130,266-130,266-100%$259.2M———
Jupiter Topco LLC
N/A—127,399-127,399-100%$253.5M———
Baird Financial Group, Inc.
N/A—126,484-126,484-100%$251.6M———
Bank of Montreal
N/A—125,010-125,010-100%$248.7M———
Balyasny Asset Management L.P.
N/A—121,216-121,216-100%$241.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—121,053-121,053-100%$240.8M———
Triple Frond Partners LLC
N/A—118,917-118,917-100%$236.6K———
Chevy Chase Trust Holdings, LLC
N/A—116,714-116,714-100%$232.2M———
Hardman Johnston Global Advisors LLC
N/A—112,695-112,695-100%$224.2M———
HighTower Advisors, LLC
N/A—109,385-109,385-100%$217.6M———
Bessemer Group Inc
N/A—109,376-109,376-100%$217.6K———
Tidal Investments LLC
N/A—108,149-108,149-100%$215.2M———
Scge Management, L.P.
N/A—106,700-106,700-100%$212.3M———
Rockefeller Capital Management L.P.
N/A—106,645-106,645-100%$212.2M———
Anther Capital Ltd
N/A—98,282-98,282-100%$195.5M———
Novo Holdings A/S
N/A—94,946-94,946-100%$188.9M———
Voloridge Investment Management, LLC
N/A—94,457-94,457-100%$187.9M———
Cerity Partners LLC
N/A—94,239-94,239-100%$187.5M———
Jennison Associates LLC
N/A—92,700-92,700-100%$184.4M———
Charles Schwab Investment Management Inc
N/A—88,615-88,615-100%$176.3M———
Focus Partners Wealth
N/A—87,635-87,635-100%$174.3M———
Marsico Capital Management LLC
N/A—86,826-86,826-100%$172.7M———
E Fund Management Co., Ltd.
N/A—86,631-86,631-100%$172.3M———
HM Payson & Co
N/A—86,363-86,363-100%$171.8M———
State Street Corp
N/A—85,872-85,872-100%$170.9M———
Manning & Napier Advisors LLC
N/A—81,354-81,354-100%$161.8M———
Captrust Financial Advisors
N/A—80,167-80,167-100%$159.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—77,394-77,394-100%$153.9M———
Geode Capital Management, LLC
N/A—76,962-76,962-100%$153.1M———
Adage Capital Partners GP, L.L.C.
N/A—75,000-75,000-100%$149.2M———
Quantinno Capital Management LP
N/A—74,761-74,761-100%$148.7M———
Millennium Management LLC
N/A—74,461-74,461-100%$148.1M———
Value Aligned Research Advisors, LLC
N/A—70,548-70,548-100%$140.4M———
Johnson Investment Counsel Inc
N/A—70,235-70,235-100%$139.7M———
Eventide Asset Management, LLC
N/A—68,410-68,410-100%$136.0M———
DJE Kapital AG
N/A—68,090-68,090-100%$133.3M———
Cetera Investment Advisers
N/A—65,360-65,360-100%$130.0M———
SG Americas Securities, LLC
N/A—65,101-65,101-100%$129.5K———
Mariner, LLC
N/A—64,950-64,950-100%$129.2M———
Sculptor Capital LP
N/A—63,600-63,600-100%$126.5M———
National Bank of Canada
N/A—62,934-62,934-100%$125.1M———
MML Investors Services, LLC
N/A—62,901-62,901-100%$125.1M———
Scotia Capital Inc.
N/A—62,250-62,250-100%$123.8M———
Russell Investments Group, Ltd.
N/A—61,686-61,686-100%$121.3M———
Bridgewater Associates, LP
N/A—61,675-61,675-100%$122.7M———
Bartlett & Co. Wealth Management LLC
N/A—61,520-61,520-100%$122.4M———
Woodline Partners LP
N/A—58,214-58,214-100%$115.8M———
Westfield Capital Management Co LP
N/A—57,430-57,430-100%$114.3M———
AQR Capital Management LLC
N/A—57,203-57,203-100%$113.8M———
BNP Paribas Asset Management Holding S.A.
N/A—57,094-57,094-100%$113.6M———
Contrarius Group Holdings Ltd
N/A—52,827-52,827-100%$105.1M———
DF Dent & Co Inc
N/A—51,824-51,824-100%$103.1M———
CIBC World Market Inc.
N/A—51,805-51,805-100%$103.1M———
Bowie Capital Management, LLC
N/A—50,903-50,903-100%$101.3M———
Davis R M Inc
N/A—50,859-50,859-100%$101.2M———
Stock Yards Bank & Trust Co
N/A—50,234-50,234-100%$99.9M———
Appaloosa LP
N/A—50,000-50,000-100%$99.5M———
Capital Fund Management S.A.
N/A—49,410-49,410-100%$98.3M———
Ensign Peak Advisors, Inc
N/A—49,140-49,140-100%$97.8M———
CTC LLC
N/A—48,226-48,226-100%$95.9M———
Square Wave Capital, LLC
N/A—47,800-47,800-100%$95.1M———
Osaic Holdings, Inc.
N/A—47,689-47,689-100%$95.0M———
Janney Montgomery Scott LLC
N/A—47,367-47,367-100%$94.2K———
United Capital Financial Advisors, LLC
N/A—46,773-46,773-100%$93.1M———
Clark Capital Management Group, Inc.
N/A—46,574-46,574-100%$92.7M———
Bowen Hanes & Co Inc
N/A—44,980-44,980-100%$59.4M———
Capital International Sarl
N/A—44,929-44,929-100%$89.4M———
Manufacturers Life Insurance Company, the
N/A—42,692-42,692-100%$84.9M———
Main Street Research LLC
N/A—42,396-42,396-100%$84.3M———
Lord, Abbett & Co. LLC
N/A—41,112-41,112-100%$81.8K———
Guardian Capital LP
N/A—40,414-40,414-100%$80.4M———
PNC Financial Services Group, Inc.
N/A—40,298-40,298-100%$80.2M———
State of Tennessee, Department of Treasury
N/A—40,282-40,282-100%$80.1M———
BCV Asset Management Inc.
N/A—39,695-39,695-100%$74.9M———
O'shaughnessy Asset Management, LLC
N/A—39,105-39,105-100%$77.8M———
Penserra Capital Management LLC
N/A—38,676-38,676-100%$76.9K———
Alyeska Investment Group, L.P.
N/A—38,434-38,434-100%$76.5M———
Defiance ETFs, LLC
N/A—38,353-38,353-100%$70.7M———
Foundations Investment Advisors, LLC
N/A—38,247-38,247-100%$76.1M———
Nissay Asset Management Corp N
N/A—37,642-37,642-100%$74.9M———
Scopus Asset Management, L.P.
N/A—37,250-37,250-100%$74.1M———
Deutsche Bank Ag\
N/A—37,236-37,236-100%$74.1M———
Nomura Holdings Inc
N/A—36,545-36,545-100%$72.7M———
Bamco Inc
N/A—36,286-36,286-100%$72.2M———
Thomasville National Bank
N/A—36,050-36,050-100%$71.7M———
MayTech Global Investments, LLC
N/A—34,952-34,952-100%$69.5M———
Himension Capital (Singapore) Pte. Ltd.
N/A—34,719-34,719-100%$69.1M———
D. E. Shaw & Co., Inc.
N/A—34,386-34,386-100%$68.4M———
Omers Administration Corp
N/A—34,242-34,242-100%$68.1M———
Northwestern Mutual Wealth Management Co
N/A—34,213-34,213-100%$68.1M———
Clear Street Group Inc.
N/A—34,180-34,180-100%$68.0M———
Trillium Asset Management, LLC
N/A—33,501-33,501-100%$66.7M———
Haverford Trust Co
N/A—33,038-33,038-100%$65.7M———
RWA Wealth Partners, LLC
N/A—32,071-32,071-100%$63.8M———
Itau Unibanco Holding S.A.
N/A—32,019-32,019-100%$63.7M———
Gabelli Funds LLC
N/A—31,357-31,357-100%$62.4M———
Watchtower Advisors, LP
N/A—31,261-31,261-100%$62.2M———
Qube Research & Technologies Ltd
N/A—31,189-31,189-100%$62.0M———
Blair William & Co
N/A—30,906-30,906-100%$61.5M———
Third Point LLCA
N/A—30,000-30,000-100%$59.6M———
ST Germain D J Co Inc
N/A—29,563-29,563-100%$58.8M———
Sora Investors LLC
N/A—28,904-28,904-100%$57.5M———
Mercer Global Advisors Inc
N/A—28,610-28,610-100%$56.9M———
UBS Asset Management Americas LLC
N/A—28,322-28,322-100%$56.3M———
Peapack Gladstone Financial Corp
N/A—28,265-28,265-100%$56.2K———
CI Investments Inc.
N/A—27,884-27,884-100%$55.5M———
Samlyn Capital, LLC
N/A—27,633-27,633-100%$55.0M———
SummitTX Capital, L.P.
N/A—26,839-26,839-100%$53.4M———
Destination Wealth Management
N/A—26,682-26,682-100%$53.1M———
Legal & General Group Plc
N/A—26,327-26,327-100%$52.4M———
QRG Capital Management, Inc.
N/A—26,167-26,167-100%$52.1M———
Flputnam Investment Management Co
N/A—26,104-26,104-100%$51.9M———
North Star Asset Management Inc
N/A—25,849-25,849-100%$51.4M———
Pathstone Holdings, LLC
N/A—25,524-25,524-100%$50.8M———
Davidson Kempner Capital Management LP
N/A—25,000-25,000-100%$49.7M———
Bornite Capital Management LP
N/A—25,000-25,000-100%$49.7M———
SOA Wealth Advisors, Llc.
N/A—24,191-24,191-100%$24.2K———
Silvant Capital Management LLC
N/A—24,166-24,166-100%$48.1M———
Tensor Edge Capital, LLC
N/A—23,614-23,614-100%$47.0M———
Vanguard Personalized Indexing Management, LLC
N/A—23,608-23,608-100%$47.0M———
Unio Capital LLC
N/A—23,284-23,284-100%$46.3M———
Blue Chip Partners, LLC
N/A—23,008-23,008-100%$45.8M———
Schonfeld Strategic Advisors LLC
N/A—22,886-22,886-100%$45.5M———
Callan Family Office, LLC
N/A—22,855-22,855-100%$45.5M———
Capital Wealth Planning, LLC
N/A—22,708-22,708-100%$45.2M———
&partners
N/A—22,290-22,290-100%$44.2M———
Hantz Financial Services, Inc.
N/A—21,971-21,971-100%$43.7K———
LMR Partners LLP
N/A—21,785-21,785-100%$43.3M———
Soma Equity Partners LP
N/A—21,532-21,532-100%$42.8M———
Nuveen, LLC
N/A—21,515-21,515-100%$42.8M———
New York State Common Retirement Fund
N/A—21,471-21,471-100%$42.7M———
Federation des caisses Desjardins du Quebec
N/A—21,247-21,247-100%$42.3M———
Marex Group Ltd
N/A—20,134-20,134-100%$40.1M———
Panview Capital Ltd
N/A—19,939-19,939-100%$39.7M———
Gavilan Investment Partners LLC
N/A—19,500-19,500-100%$38.8M———
Alta Park Capital, LP
N/A—19,310-19,310-100%$38.4M———
Mane Global Capital Management LP
N/A—18,906-18,906-100%$37.6M———
Public Employees Retirement System of Ohio
N/A—18,854-18,854-100%$37.5M———
Thornburg Investment Management Inc
N/A—18,747-18,747-100%$37.3M———
Sanctuary Advisors, LLC
N/A—18,678-18,678-100%$37.2M———
HughesLittle Investment Management Ltd.
N/A—18,579-18,579-100%$37.0M———
Insigneo Advisory Services, LLC
N/A—18,107-18,107-100%$36.0M———
Harvest Fund Management Co., Ltd
N/A—18,068-18,068-100%$35.9K———
MAI Capital Management
N/A—17,613-17,613-100%$35.0M———
NewEdge Wealth, LLC
N/A—17,549-17,549-100%$34.9M———
Norges Bank
N/A—16,869-16,869-100%$33.6M———
Empowered Funds, LLC
N/A—16,579-16,579-100%$33.0M———
NewEdge Advisors, LLC
N/A—16,486-16,486-100%$32.8M———
Ardmore Road Asset Management LP
N/A—16,100-16,100-100%$32.0M———
Mark Asset Management LP
N/A—15,697-15,697-100%$31.2M———
Curi Capital, LLC
N/A—15,472-15,472-100%$30.6M———
Polen Capital Management LLC
N/A—15,427-15,427-100%$30.7M———
Stony Point Capital LLC
N/A—15,341-15,341-100%$30.5M———
Capital International LTD
N/A—15,206-15,206-100%$30.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—15,139-15,139-100%$30.1M———
Trybe Capital Management LP
N/A—15,046-15,046-100%$29.9M———
BW Gestao de Investimentos Ltda.
N/A—15,000-15,000-100%$29.8M———
Vestmark Advisory Solutions, Inc.
N/A—14,886-14,886-100%$29.6M———
CIM, LLC
N/A—14,864-14,864-100%$29.6M———
Orion Porfolio Solutions, LLC
N/A—14,593-14,593-100%$29.0M———
Jacobson & Schmitt Advisors, LLC
N/A—14,521-14,521-100%$28.9M———
Pinnacle Financial Partners, Inc.
N/A—14,418-14,418-100%$28.7M———
Trans-Canada Capital Inc.
N/A—14,396-14,396-100%$28.6M———
Callahan Advisors, LLC
N/A—14,188-14,188-100%$28.2M———
Ontario Teachers Pension Plan Board
N/A—14,186-14,186-100%$28.2M———
FourThought Financial Partners, LLC
N/A—14,113-14,113-100%$28.1M———
Benchstone Capital Management LP
N/A—13,858-13,858-100%$27.6M———
Coalescence Partners Investment Management, LP
N/A—13,821-13,821-100%$27.5M———
Employees Retirement System of Texas
N/A—13,761-13,761-100%$27.4K———
11 Capital Partners LP
N/A—13,755-13,755-100%$27.4M———
Steward Partners Investment Advisory, LLC
N/A—13,731-13,731-100%$27.3M———
SIT Investment Associates Inc
N/A—13,488-13,488-100%$26.8K———
Jump Financial, LLC
N/A—13,410-13,410-100%$26.7M———
Waratah Capital Advisors Ltd.
N/A—13,292-13,292-100%$26.4M———
Commerce Bank
N/A—13,289-13,289-100%$26.4M———
MAR Vista Investment Partners LLC
N/A—13,245-13,245-100%$26.4M———
Nishkama Capital, LLC
N/A—12,915-12,915-100%$25.7M———
Melqart Asset Management (UK) Ltd
N/A—12,824-12,824-100%$25.5M———
HSBC Holdings PLC
N/A—12,798-12,798-100%$25.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—12,797-12,797-100%$25.5M———
Bragg Financial Advisors, Inc
N/A—12,779-12,779-100%$25.4M———
M&T Bank Corp
N/A—12,473-12,473-100%$24.8M———
JAG Capital Management, LLC
N/A—12,342-12,342-100%$24.6M———
EP Wealth Advisors, LLC
N/A—12,011-12,011-100%$23.9M———
Pennant Select, LLC
N/A—12,000-12,000-100%$23.9M———
Night Squared LP
N/A—11,919-11,919-100%$23.7M———
Silvercrest Asset Management Group LLC
N/A—11,909-11,909-100%$23.7M———
Rhumbline Advisers
N/A—11,881-11,881-100%$23.6M———
Cozad Asset Management Inc
N/A—11,722-11,722-100%$23.3M———
Rheos Capital Works Inc.
N/A—11,600-11,600-100%$23.1K———
Private Advisory Group LLC
N/A—11,592-11,592-100%$23.1M———
Northwest & Ethical Investments L.P.
N/A—11,583-11,583-100%$23.0M———
Bogart Wealth, LLC
N/A—11,577-11,577-100%$23.0M———
One Capital Management, LLC
N/A—11,495-11,495-100%$15.2M———
Biondo Investment Advisors, LLC
N/A—11,379-11,379-100%$22.6M———
Savant Capital, LLC
N/A—11,366-11,366-100%$19.9M———
Cary Street Partners Financial LLC
N/A—11,348-11,348-100%$22.6M———
Azimuth Capital Investment Management LLC
N/A—11,239-11,239-100%$22.4M———
Jain Global LLC
N/A—11,231-11,231-100%$22.3M———
Albar Capital Partners LLP
N/A—11,212-11,212-100%$22.3M———
Bleakley Financial Group, LLC
N/A—11,120-11,120-100%$22.1M———
Shelton Capital Management
N/A—11,077-11,077-100%$22.0M———
Old West Investment Management, LLC
N/A—11,000-11,000-100%$21.9M———
Clough Capital Partners L P
N/A—10,957-10,957-100%$21.8M———
Light Street Capital Management, LLC
N/A—10,957-10,957-100%$21.8M———
Atlantic Union Bankshares Corp
N/A—10,908-10,908-100%$21.7M———
IEQ Capital, LLC
N/A—10,755-10,755-100%$21.4M———
Walleye Trading LLC
N/A—10,740-10,740-100%$21.4M———
OAK Associates LTD
N/A—10,698-10,698-100%$21.3M———
Zevin Asset Management LLC
N/A—10,691-10,691-100%$21.3M———
Glenmede Trust Co NA
N/A—10,633-10,633-100%$21.2M———
Bwcp, LP
N/A—10,616-10,616-100%$21.1M———
ExodusPoint Capital Management, LP
N/A—10,048-10,048-100%$20.0M———
Vident Advisory, LLC
N/A—10,013-10,013-100%$19.9M———
Douglass Winthrop Advisors, LLC
N/A—10,003-10,003-100%$19.9M———
Stanley Capital Management, LLC
N/A—10,000-10,000-100%$19.9M———
Telemark Asset Management, LLC
N/A—10,000-10,000-100%$19.9M———
M37 Management LP
N/A—10,000-10,000-100%$19.9M———
Soros Capital Management LLC
N/A—9,956-9,956-100%$19.8M———
SlateStone Wealth, LLC
N/A—9,808-9,808-100%$19.5K———
Madison Asset Management, LLC
N/A—9,760-9,760-100%$19.4M———
KP Management LLC
N/A—9,500-9,500-100%$18.9M———
Benjamin Edwards Inc
N/A—9,497-9,497-100%$18.9M———
Cantor Fitzgerald, L. P.
N/A—9,352-9,352-100%$18.6M———
Spinnaker Trust
N/A—9,332-9,332-100%$18.6M———
Massachusetts Financial Services Co
N/A—9,268-9,268-100%$20.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—9,169-9,169-100%$18.0M———
Naviter Wealth, LLC
N/A—9,088-9,088-100%$18.1M———
DC Investments Management, LLC
N/A—8,788-8,788-100%$17.5M———
American Money Management, LLC
N/A—8,766-8,766-100%$17.4M———
KKM Financial LLC
N/A—8,699-8,699-100%$14.2M———
Summit Financial, LLC
N/A—8,672-8,672-100%$17.3M———
Private Advisor Group, LLC
N/A—8,587-8,587-100%$17.1M———
Talos Eurisko Asset Management LP
N/A—8,580-8,580-100%$17.1M———
Mubadala Investment Co Pjsc
N/A—8,535-8,535-100%$17.0M———
Picton Mahoney Asset Management
N/A—8,415-8,415-100%$16.7M———
Parkwood LLC
N/A—8,353-8,353-100%$16.6K———
Crow's Nest Holdings LP
N/A—8,350-8,350-100%$16.6M———
Coastal Bridge Advisors, LLC
N/A—8,289-8,289-100%$16.5M———
KR Capital LP
N/A—8,270-8,270-100%$16.5M———
Ancora Advisors LLCA
N/A—8,264-8,264-100%$16.4M———
Hudson Bay Capital Management LP
N/A—8,220-8,220-100%$16.4M———
Manhattan West Asset Management, LLC
N/A—8,161-8,161-100%$16.2M———
Stratos Wealth Partners, Ltd.
N/A—8,010-8,010-100%$15.9M———
Oversea-Chinese Banking Corp Ltd
N/A—8,006-8,006-100%$14.4M———
Pine Ridge Advisers LLC
N/A—8,005-8,005-100%$15.9M———
Equitable Holdings, Inc.
N/A—8,002-8,002-100%$15.9M———
Boston Family Office LLC
N/A—7,993-7,993-100%$15.9K———
Warther Private Wealth, LLC
N/A—7,896-7,896-100%$15.7M———
Nan Shan Life Insurance Co., Ltd.
N/A—7,879-7,879-100%$15.7M———
LGT Group Foundation
N/A—7,748-7,748-100%$15.4M———
Independent Advisor Alliance
N/A—7,738-7,738-100%$15.4M———
Ironvine Capital Partners, LLC
N/A—7,696-7,696-100%$15.3M———
Arax Advisory Partners
N/A—7,686-7,686-100%$15.3M———
Westend Capital Management, LLC
N/A—7,643-7,643-100%$15.2M———
Cresset Asset Management, LLC
N/A—7,517-7,517-100%$15.0M———
Tiaa Wealth Investment Management LLC
N/A—7,430-7,430-100%$14.8M———
Squarepoint Ops LLC
N/A—7,373-7,373-100%$14.7M———
Miller Capital Partners, Inc.
N/A—7,347-7,347-100%$14.6M———
Osborne Partners Capital Management, LLC
N/A—7,341-7,341-100%$14.6M———
Waverly Advisors, LLC
N/A—7,335-7,335-100%$14.6M———
Alley Investment Management Company, LLC
N/A—7,297-7,297-100%$14.5M———
Red Door Wealth Management, LLC
N/A—7,263-7,263-100%$14.4M———
Snowden Capital Advisors LLC
N/A—7,205-7,205-100%$14.3M———
Hel Ved Capital Management Ltd
N/A—7,155-7,155-100%$14.2M———
Roundview Capital LLC
N/A—7,150-7,150-100%$14.2M———
Fremen Capital Management LP
N/A—7,120-7,120-100%$14.2M———
Greenwoods Asset Management Hong Kong Ltd.
N/A—7,070-7,070-100%$14.1M———
Promethos Capital, LLC
N/A—7,040-7,040-100%$14.0M———
Everest Financial Group LLC
N/A—6,897-6,897-100%$13.7M———
Life Cycle Investment Partners Ltd
N/A—6,635-6,635-100%$13.2M———
Howe & Rusling Inc
N/A—6,596-6,596-100%$13.1M———
Colonial Trust Advisors
N/A—6,558-6,558-100%$13.0M———
Ballentine Partners, LLC
N/A—6,543-6,543-100%$13.0M———
Caprock Group, LLC
N/A—6,529-6,529-100%$13.0M———
Waterloo Capital, L.P.
N/A—6,498-6,498-100%$12.9M———
Advisors Asset Management, Inc.
N/A—6,469-6,469-100%$12.9M———
Geneos Wealth Management Inc.
N/A—6,412-6,412-100%$12.8M———
Hudson Value Partners, LLC
N/A—6,367-6,367-100%$12.7M———
Donaldson Capital Management, LLC
N/A—6,207-6,207-100%$12.3M———
Trust Co of Kansas
N/A—6,156-6,156-100%$12.2K———
Needham Investment Management LLC
N/A—6,150-6,150-100%$12.2M———
USS Investment Management Ltd
N/A—6,100-6,100-100%$12.1M———
Aviso Financial Inc.
N/A—6,099-6,099-100%$12.1M———
Canal Capital Management, LLC
N/A—6,088-6,088-100%$12.1M———
Innovative Asset Advisors Group, LLC
N/A—6,008-6,008-100%$12.0M———
J. Goldman & Co LP
N/A—6,000-6,000-100%$11.9M———
Opal Capital LLC
N/A—5,976-5,976-100%$11.9M———
Seaview Investment Managers LLC
N/A—5,930-5,930-100%$11.8M———
Advisory Services Network, LLC
N/A—5,897-5,897-100%$11.7M———
Pacer Advisors, Inc.
N/A—5,815-5,815-100%$11.6K———
Advocacy Wealth Management, LLC
N/A—5,796-5,796-100%$11.5M———
Governors Lane LP
N/A—5,770-5,770-100%$11.5M———
Voleon Capital Management LP
N/A—5,737-5,737-100%$11.4M———
Sequoia Financial Advisors, LLC
N/A—5,611-5,611-100%$11.2M———
Integrated Wealth Concepts LLC
N/A—5,601-5,601-100%$11.1M———
Tocqueville Asset Management L.P.
N/A—5,564-5,564-100%$11.1M———
Diversified Trust Co
N/A—5,537-5,537-100%$11.0M———
Aspiring Ventures, LLC
N/A—5,536-5,536-100%$11.0M———
Windward Capital Management Co
N/A—5,532-5,532-100%$11.0M———
Weitz Investment Management, Inc.
N/A—5,500-5,500-100%$10.9M———
First Foundation Advisors
N/A—5,422-5,422-100%$10.8M———
Howard Hughes Medical Institute
N/A—5,405-5,405-100%$10.8M———
Orion Investment Co
N/A—5,338-5,338-100%$10.6M———
Tower Research Capital LLC (TRC)
N/A—5,297-5,297-100%$10.5M———
Natixis
N/A—5,166-5,166-100%$10.3M———
Sand Hill Global Advisors, LLC
N/A—5,142-5,142-100%$10.2M———
Faithward Advisors, LLC
N/A—5,133-5,133-100%$10.2M———
Gamco Investors, Inc. ET AL
N/A—5,104-5,104-100%$10.2M———
Graybill Wealth Management, Ltd.
N/A—4,997-4,997-100%$9.9M———
SIH Partners, Lllp
N/A—4,990-4,990-100%$9.9M———
Fiduciary Group, LLC
N/A—4,944-4,944-100%$9.8M———
Logan Capital Management Inc
N/A—4,944-4,944-100%$9.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—4,936-4,936-100%$9.8M———
Symmetry Investments LP
N/A—4,931-4,931-100%$9.8M———
Timber Creek Capital Management LLC
N/A—4,909-4,909-100%$9.8M———
Dana Investment Advisors, Inc.
N/A—4,872-4,872-100%$9.7M———
Kirtland Hills Capital Management, LLC
N/A—4,840-4,840-100%$9.6M———
Principal Securities, Inc.
N/A—4,828-4,828-100%$9.6M———
Marietta Investment Partners LLC
N/A—4,775-4,775-100%$9.5M———
Spartan Wealth Advisory Services LLC
N/A—4,730-4,730-100%$9.4M———
Aperture Investors, LLC
N/A—4,659-4,659-100%$9.3M———
Venturi Wealth Management, LLC
N/A—4,640-4,640-100%$9.2M———
Mufg Securities Emea plc
N/A—4,638-4,638-100%$9.2M———
First American Trust, FSB
N/A—4,580-4,580-100%$9.1M———
Summit Trail Advisors, LLC
N/A—4,530-4,530-100%$9.0M———
Consolidated Portfolio Review Corp
N/A—4,505-4,505-100%$9.0M———
Front Row Advisors LLC
N/A—4,493-4,493-100%$8.1M———
Peregrine Asset Advisers, Inc.
N/A—4,481-4,481-100%$8.9M———
DSM Capital Partners LLC
N/A—4,449-4,449-100%$8.9M———
Global Retirement Partners, LLC
N/A—4,418-4,418-100%$8.8M———
First National Bank of Omaha
N/A—4,373-4,373-100%$8.3M———
Twin Tree Management, LP
N/A—4,373-4,373-100%$8.7M———
Merit Financial Group, LLC
N/A—4,339-4,339-100%$8.6M———
Envestnet Portfolio Solutions, Inc.
N/A—4,337-4,337-100%$8.6M———
Point Break Capital Management, LLC
N/A—4,311-4,311-100%$8.6M———
Credit Agricole S A
N/A—4,270-4,270-100%$8.5M———
Clare Market Investments LLC
N/A—4,234-4,234-100%$8.4M———
Kultura Capital Management LP
N/A—4,200-4,200-100%$8.4M———
Strategic Global Advisors, LLC
N/A—4,186-4,186-100%$7.2M———
Arkadios Wealth Advisors
N/A—4,128-4,128-100%$8.2M———
Scholtz & Company, LLC
N/A—4,116-4,116-100%$8.2M———
Qtron Investments LLC
N/A—4,072-4,072-100%$8.1M———
Regency Capital Management Inc.\DE
N/A—4,033-4,033-100%$8.0M———
Allworth Financial LP
N/A—4,013-4,013-100%$8.0M———
Thoroughbred Financial Services, LLC
N/A—4,004-4,004-100%$8.0K———
Alight Capital Management LP
N/A—4,000-4,000-100%$8.0M———
Alaethes Wealth, LLC
N/A—3,999-3,999-100%$8.0M———
Capital Group Investment Management Pte. Ltd.
N/A—3,986-3,986-100%$7.9M———
World Investment Advisors
N/A—3,966-3,966-100%$5.8M———
Loomis Sayles & Co L P
N/A—3,887-3,887-100%$7.7M———
Beck Capital Management, LLC
N/A—3,878-3,878-100%$7.7M———
Essex Financial Services, Inc.
N/A—3,732-3,732-100%$7.4M———
Channel Wealth LLC
N/A—3,712-3,712-100%$7.4M———
Bank of Nova Scotia
N/A—3,688-3,688-100%$7.3M———
Bank Hapoalim BM
N/A—3,668-3,668-100%$7.3K———
Beacon Pointe Advisors, LLC
N/A—3,647-3,647-100%$7.3M———
Centaurus Financial, Inc.
N/A—3,616-3,616-100%$7.2K———
Stratos Investment Management, LLC
N/A—3,527-3,527-100%$7.0M———
Norinchukin Bank, The
N/A—3,464-3,464-100%$6.9M———
Nomura Asset Management Co LTD
N/A—3,440-3,440-100%$6.8M———
TD Asset Management Inc
N/A—3,390-3,390-100%$6.7M———
Mutual Advisors, LLC
N/A—3,377-3,377-100%$6.7M———
Level Four Advisory Services, LLC
N/A—3,368-3,368-100%$6.7M———
Hidden Lake Asset Management LP
N/A—3,350-3,350-100%$6.7M———
Financial Gravity Companies, Inc.
N/A—3,327-3,327-100%$6.6M———
Ameritas Investment Partners, Inc.
N/A—3,323-3,323-100%$6.6M———
Ravenswood Partners LP
N/A—3,321-3,321-100%$6.6M———
Karani Asset Management LLC
N/A—3,214-3,214-100%$6.4M———
Coldstream Capital Management Inc
N/A—3,209-3,209-100%$6.4M———
Modern Wealth Management, LLC
N/A—3,203-3,203-100%$6.4M———
Polymer Capital Management (US) LLC
N/A—3,176-3,176-100%$6.3M———
Smartleaf Asset Management LLC
N/A—3,176-3,176-100%$6.0M———
Wealthspire Advisors, LLC
N/A—3,172-3,172-100%$6.3M———
Simmons Bank
N/A—3,147-3,147-100%$6.3M———
Flow Traders U.S. LLC
N/A—3,116-3,116-100%$6.2K———
Toronto Dominion Bank
N/A—3,101-3,101-100%$6.2M———
Dorsey & Whitney Trust Co LLC
N/A—3,081-3,081-100%$6.1M———
LEE Johnson Capital Management, LLC
N/A—3,076-3,076-100%$6.1M———
Stephens Inc
N/A—3,064-3,064-100%$6.1M———
Stamos Capital Partners, L.P.
N/A—3,061-3,061-100%$6.1M———
JBF Capital, Inc.
N/A—3,000-3,000-100%$6.0M———
PFG Investments, LLC
N/A—2,923-2,923-100%$5.8M———
Transamerica Financial Advisors, LLC
N/A—2,923-2,923-100%$5.8M———
Nicholas Investment Partners, LP
N/A—2,894-2,894-100%$5.8M———
Icon Wealth Advisors, LLC
N/A—2,893-2,893-100%$5.8M———
Wealth Alliance, LLC
N/A—2,882-2,882-100%$5.7M———
Leavell Investment Management, Inc.
N/A—2,882-2,882-100%$5.7M———
English Capital Management LLC
N/A—2,872-2,872-100%$5.7M———
AE Wealth Management LLC
N/A—2,858-2,858-100%$5.7M———
Moors & Cabot, Inc.
N/A—2,794-2,794-100%$5.6M———
Colonial Trust Co / SC
N/A—2,775-2,775-100%$5.5M———
Little House Capital LLC
N/A—2,768-2,768-100%$5.5M———
Papamarkou Wellner Asset Management inc.
N/A—2,753-2,753-100%$3.6M———
Intrepid Family Office LLC
N/A—2,750-2,750-100%$5.5M———
Federated Hermes, Inc.
N/A—2,682-2,682-100%$5.3M———
Circle Wealth Management, LLC
N/A—2,677-2,677-100%$5.3M———
Rokos Capital Management LLP
N/A—2,655-2,655-100%$5.3M———
Cloverfields Capital Group, LP
N/A—2,646-2,646-100%$5.3M———
Verition Fund Management LLC
N/A—2,641-2,641-100%$5.3M———
Broadleaf Partners, LLC
N/A—2,612-2,612-100%$5.2M———
Dynasty Wealth Management, LLC
N/A—2,600-2,600-100%$5.2M———
Bluespring Wealth Management, LLC
N/A—2,579-2,579-100%$5.1M———
Allianz Asset Management GmbH
N/A—2,578-2,578-100%$5.1M———
OneDigital Investment Advisors LLC
N/A—2,556-2,556-100%$5.1M———
Focus Partners Advisor Solutions, LLC
N/A—2,539-2,539-100%$5.1M———
Hemenway Trust Co LLC
N/A—2,464-2,464-100%$4.8M———
Banco de Sabadell, S.a
N/A—2,424-2,424-100%$4.8K———
Nwam LLC
N/A—2,422-2,422-100%$4.8M———
Mmbg Investment Advisors Co.
N/A—2,389-2,389-100%$4.8M———
Lafayette Investments, Inc.
N/A—2,387-2,387-100%$4.7M———
Matters Capital LLC
N/A—2,378-2,378-100%$4.7M———
Zions Bancorporation, National Association
N/A—2,376-2,376-100%$4.7M———
Polymer Capital Management (HK) LTD
N/A—2,362-2,362-100%$4.7M———
Broderick Brian C
N/A—2,322-2,322-100%$4.6M———
Concentric Capital Strategies, LP
N/A—2,321-2,321-100%$4.6M———
Brown Brothers Harriman & Co
N/A—2,310-2,310-100%$4.6M———
Integrated Quantitative Investments LLC
N/A—2,303-2,303-100%$4.6M———
Aptus Capital Advisors, LLC
N/A—2,302-2,302-100%$4.6M———
Fairfield, Bush & Co.
N/A—2,297-2,297-100%$4.6M———
Evelyn Partners Group Ltd
N/A—2,282-2,282-100%$4.5M———
Wharton Business Group, LLC
N/A—2,270-2,270-100%$4.5M———
CreativeOne Wealth, LLC
N/A—2,264-2,264-100%$4.5M———
ING Groep NV
N/A—2,245-2,245-100%$4.5M———
Evolve Private Wealth, LLC
N/A—2,166-2,166-100%$4.3M———
Buckland Partners Management Co LLC
N/A—2,150-2,150-100%$4.3M———
Connors Investor Services Inc
N/A—2,129-2,129-100%$4.2M———
EFG International AG
N/A—2,076-2,076-100%$4.1M———
Kavar Capital Partners Group, LLC
N/A—2,067-2,067-100%$4.1M———
CMT Capital Markets Trading GmbH
N/A—2,054-2,054-100%$4.1K———
Fort Sheridan Advisors LLC
N/A—2,024-2,024-100%$4.0M———
denkapparat Operations GmbH
N/A—2,012-2,012-100%$4.0M———
Moneta Group Investment Advisors LLC
N/A—2,011-2,011-100%$4.0M———
Somerville Kurt F
N/A—2,010-2,010-100%$3.9M———
Frec Markets, Inc.
N/A—2,002-2,002-100%$4.0M———
Syon Capital LLC
N/A—2,001-2,001-100%$4.0M———
Moore Capital Management, LP
N/A—2,000-2,000-100%$4.0M———
Sivia Capital Partners, LLC
N/A—1,988-1,988-100%$4.0M———
Roberts Glore & Co Inc
N/A—1,962-1,962-100%$3.9M———
Natural Investments, LLC
N/A—1,950-1,950-100%$3.9K———
Intrust Bank NA
N/A—1,946-1,946-100%$3.9M———
Kovack Advisors, Inc.
N/A—1,936-1,936-100%$3.7M———
Dover Advisors, LLC
N/A—1,913-1,913-100%$2.0M———
Lighthouse Investment Partners, LLC
N/A—1,900-1,900-100%$3.8M———
Fiduciary Trust Co
N/A—1,881-1,881-100%$3.7M———
Tevis Investment Management
N/A—1,868-1,868-100%$3.7M———
Fidelis Capital Partners, LLC
N/A—1,856-1,856-100%$3.7M———
Earnest Partners LLC
N/A—1,855-1,855-100%$3.7M———
Mission Creek Capital Partners, Inc.
N/A—1,849-1,849-100%$3.7M———
Ironwood Investment Management LLC
N/A—1,847-1,847-100%$3.7M———
Belpointe Asset Management LLC
N/A—1,836-1,836-100%$3.7M———
Clearstead Advisors, LLC
N/A—1,835-1,835-100%$3.7M———
Trivant Custom Portfolio Group, LLC
N/A—1,832-1,832-100%$3.6M———
Lester Murray Antman dba SimplyRich
N/A—1,830-1,830-100%$3.6K———
BTC Capital Management, Inc.
N/A—1,823-1,823-100%$3.6M———
Checchi Capital Advisers, LLC
N/A—1,799-1,799-100%$3.6M———
CM Wealth Advisors LLC
N/A—1,798-1,798-100%$3.6M———
Wealthfront Advisers LLC
N/A—1,792-1,792-100%$3.6M———
Benchmark Investment Advisors LLC
N/A—1,784-1,784-100%$3.5M———
Storgate, LLC
N/A—1,767-1,767-100%$3.5M———
Kingsview Wealth Management, LLC
N/A—1,763-1,763-100%$3.5M———
Guggenheim Capital LLC
N/A—1,734-1,734-100%$3.4M———
LOM Asset Management Ltd
N/A—1,724-1,724-100%$3.4M———
GeoWealth Management, LLC
N/A—1,713-1,713-100%$3.4M———
Sandro Wealth Management LLC
N/A—1,713-1,713-100%$3.4M———
Sunstone Asset Management, LP
N/A—1,700-1,700-100%$3.4M———
Personal CFO Solutions, LLC
N/A—1,672-1,672-100%$3.3M———
Westwood Holdings Group Inc
N/A—1,659-1,659-100%$3.3M———
GKV Capital Management Co., Inc.
N/A—1,658-1,658-100%$3.3M———
Ground Swell Capital, LLC
N/A—1,653-1,653-100%$3.3M———
Arrow Capital Pty Ltd
N/A—1,650-1,650-100%$3.3M———
Figure 8 Investment Strategies LLC
N/A—1,636-1,636-100%$3.3M———
Connable Office Inc
N/A—1,633-1,633-100%$3.2M———
Centiva Capital, LP
N/A—1,628-1,628-100%$3.2M———
Basecamp Wealth Advisors LLC
N/A—1,625-1,625-100%$3.2M———
Harbour Investments, Inc.
N/A—1,619-1,619-100%$3.2M———
IHT Wealth Management, LLC
N/A—1,597-1,597-100%$3.2M———
Jupiter Wealth Management LLC
N/A—1,595-1,595-100%$3.2M———
Ellevest, Inc.
N/A—1,591-1,591-100%$3.0M———
Trivium Point Advisory, LLC
N/A—1,582-1,582-100%$3.1M———
Scharf Investments, LLC
N/A—1,573-1,573-100%$3.1M———
Nvest Financial, LLC
N/A—1,573-1,573-100%$3.1M———
Avenir Tech Ltd
N/A—1,572-1,572-100%$3.1M———
National Philanthropic Trust
N/A—1,556-1,556-100%$3.1M———
Bradley Foster & Sargent Inc
N/A—1,549-1,549-100%$3.1M———
Central Asset Investments & Management Holdings (HK) Ltd
N/A—1,548-1,548-100%$3.1M———
Pacific Point Advisors, LLC
N/A—1,538-1,538-100%$3.1M———
OneAscent Financial Services LLC
N/A—1,534-1,534-100%$3.1M———
Nicolet Bankshares Inc
N/A—1,522-1,522-100%$2.9M———
Icici Prudential Asset Management Co Ltd
N/A—1,515-1,515-100%$3.0M———
Pure Financial Advisors, LLC
N/A—1,510-1,510-100%$3.0M———
Stevens Capital Management LP
N/A—1,497-1,497-100%$3.0K———
Boreal Capital Management LLC
N/A—1,484-1,484-100%$3.0M———
Phoenix Financial Ltd.
N/A—1,479-1,479-100%$2.9M———
Blackhawk Capital Partners, LLC
N/A—1,475-1,475-100%$2.9M———
Camarda Financial Advisors, LLC
N/A—1,474-1,474-100%$2.9M———
K2 Principal Fund, L.P.
N/A—1,464-1,464-100%$2.9M———
Delaney Dennis R
N/A—1,460-1,460-100%$2.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,460-1,460-100%$2.9M———
Tenere Capital LLC
N/A—1,456-1,456-100%$2.9M———
Mason & Associates Inc
N/A—1,447-1,447-100%$2.9M———
Mosaic Family Wealth Partners, LLC
N/A—1,442-1,442-100%$2.9M———
PCM Encore, LLC
N/A—1,433-1,433-100%$2.9M———
IMA Advisory Services, Inc.
N/A—1,426-1,426-100%$2.8M———
Baldwin Investment Management, LLC
N/A—1,426-1,426-100%$2.8M———
BTG Pactual Asset Management US LLC
N/A—1,415-1,415-100%$2.8M———
Boothbay Fund Management, LLC
N/A—1,412-1,412-100%$2.8M———
Composition Wealth, LLC
N/A—1,405-1,405-100%$2.8M———
Horizon Investments, LLC
N/A—1,390-1,390-100%$2.8M———
Bridgewater Advisors Inc.
N/A—1,390-1,390-100%$2.3M———
Prosperity Consulting Group, LLC
N/A—1,388-1,388-100%$2.8M———
Jane Street Group, LLC
N/A—1,385-1,385-100%$2.8M———
Advisors Capital Management, LLC
N/A—1,376-1,376-100%$2.7M———
Capital Group Private Client Services, Inc.
N/A—1,373-1,373-100%$2.7M———
Ameritas Advisory Services, LLC
N/A—1,366-1,366-100%$2.7M———
Ducere Wealth Management LLC
N/A—1,359-1,359-100%$2.7M———
Pragma Gestao de Patrimonio LTD
N/A—1,350-1,350-100%$2.7M———
Next Century Growth Investors LLC
N/A—1,349-1,349-100%$2.7M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,339-1,339-100%$2.7M———
Rench Wealth Management, Inc.
N/A—1,333-1,333-100%$2.7M———
Argent Trust Co
N/A—1,329-1,329-100%$2.6M———
Northwest Bancshares, Inc.
N/A—1,328-1,328-100%$2.6M———
AXQ Capital, LP
N/A—1,327-1,327-100%$2.6M———
Leith Wheeler Investment Counsel Ltd.
N/A—1,312-1,312-100%$2.6M———
Auxano Advisors, LLC
N/A—1,307-1,307-100%$2.6M———
Transcend Capital Advisors, LLC
N/A—1,306-1,306-100%$2.6M———
Marshall Financial Group, LLC
N/A—1,294-1,294-100%$2.6M———
Stansberry Asset Management, LLC
N/A—1,282-1,282-100%$2.6M———
Monetary Management Group Inc
N/A—1,275-1,275-100%$2.5M———
Dockside LLC
N/A—1,264-1,264-100%$2.5M———
X-Square Capital, LLC
N/A—1,264-1,264-100%$2.5K———
Anchor Investment Management, LLC
N/A—1,259-1,259-100%$2.5M———
Sittner & Nelson, LLC
N/A—1,244-1,244-100%$2.5M———
W1m Asset Management Ltd
N/A—1,222-1,222-100%$2.4M———
Bayesian Capital Management, LP
N/A—1,220-1,220-100%$2.4M———
Banque Transatlantique SA
N/A—1,205-1,205-100%$2.4M———
BankPlus Trust Department
N/A—1,176-1,176-100%$2.3M———
Darden Wealth Group Inc
N/A—1,169-1,169-100%$2.3M———
Aventura Private Wealth, LLC
N/A—1,162-1,162-100%$2.3M———
RiverFront Investment Group, LLC
N/A—1,157-1,157-100%$2.3M———
Rehmann Capital Advisory Group
N/A—1,148-1,148-100%$2.3M———
Seeds Investor LLC
N/A—1,146-1,146-100%$2.3M———
Choate Investment Advisors
N/A—1,145-1,145-100%$2.3M———
Avanda Investment Management Pte. Ltd.
N/A—1,140-1,140-100%$2.3M———
Blackstone Inc.
N/A—1,138-1,138-100%$2.3M———
Winch Advisory Services, LLC
N/A—1,137-1,137-100%$2.3M———
Hills Bank & Trust Co
N/A—1,136-1,136-100%$2.3M———
Smart Money Group LLC
N/A—1,133-1,133-100%$2.3M———
Cary Street Partners Investment Advisory LLC
N/A—1,122-1,122-100%$2.2M———
Corient IA LP
N/A—1,113-1,113-100%$2.2M———
Huntington National Bank
N/A—1,110-1,110-100%$2.2M———
Fund Advisors of America Inc
N/A—1,106-1,106-100%$2.2M———
Summit Partners Public Asset Management, LLC
N/A—1,100-1,100-100%$2.2M———
Savvy Advisors, Inc.
N/A—1,094-1,094-100%$2.2M———
West Family Investments, Inc.
N/A—1,090-1,090-100%$2.2M———
Elefante Mark B
N/A—1,084-1,084-100%$2.1M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—1,083-1,083-100%$2.2M———
HBK Sorce Advisory LLC
N/A—1,055-1,055-100%$1.8M———
Deepwater Asset Management, LLC
N/A—1,053-1,053-100%$2.1M———
Perennial Investment Advisors, LLC
N/A—1,052-1,052-100%$2.1M———
Wellspring Financial Advisors, LLC
N/A—1,039-1,039-100%$2.1M———
Dakota Wealth Management
N/A—1,035-1,035-100%$2.1M———
BSW Wealth Partners
N/A—1,034-1,034-100%$2.1M———
Fiera Capital Corp
N/A—1,034-1,034-100%$2.1M———
Heritage Trust Co
N/A—1,027-1,027-100%$2.0M———
Gotham Asset Management, LLC
N/A—1,023-1,023-100%$2.0M———
HighPoint Advisor Group LLC
N/A—1,019-1,019-100%$2.0M———
Stonebridge Financial Group, LLC
N/A—1,018-1,018-100%$2.0K———
Minot DeBlois Advisors LLC
N/A—1,014-1,014-100%$2.0M———
Armistice Capital, LLC
N/A—1,014-1,014-100%$2.0M———
Dearborn Partners LLC
N/A—1,013-1,013-100%$2.0M———
Motco
N/A—1,010-1,010-100%$2.0M———
Brookwood Investment Group LLC
N/A—1,004-1,004-100%$2.0M———
Holowesko Partners Ltd.
N/A—1,000-1,000-100%$2.0M———
Union Square Park Capital Management, LLC
N/A—1,000-1,000-100%$2.0M———
Anson Funds Management LPA
N/A—1,000-1,000-100%$2.0M———
William Blair Investment Management, LLC
N/A—992-992-100%$2.0M———
Maverick Capital LTD
N/A—980-980-100%$1.9M———
BFC Planning, Inc.
N/A—975-975-100%$1.9M———
LM Advisors LLC
N/A—955-955-100%$1.9K———
FIL Ltd
N/A—952-952-100%$1.9M———
Richard W. Paul & Associates, LLC
N/A—950-950-100%$1.9M———
Smithfield Trust Co
N/A—948-948-100%$1.9K———
Western Wealth Management, LLC
N/A—947-947-100%$1.9M———
KMT Wealth Management, LLC
N/A—935-935-100%$1.9M———
Cornerstone Select Advisors, LLC
N/A—928-928-100%$1.8M———
VeraBank, N.A.
N/A—924-924-100%$1.8M———
Titan Global Capital Management USA LLC
N/A—922-922-100%$1.8M———
Artisan Partners Limited Partnership
N/A—920-920-100%$1.8M———
Intellectus Partners, LLC
N/A—919-919-100%$1.8M———
Beck Bode, LLC
N/A—917-917-100%$1.8M———
Puzo Michael J
N/A—915-915-100%$1.8M———
Meridian Management Co
N/A—912-912-100%$1.8M———
Cambria Investment Management, L.P.
N/A—910-910-100%$1.8M———
Mattson Financial Services, LLC
N/A—903-903-100%$1.6M———
Ratan Capital Management LP
N/A—900-900-100%$1.8M———
Legacy Capital Group California, Inc.
N/A—896-896-100%$1.8M———
Bluebird Wealth Management LLC
N/A—896-896-100%$1.8M———
Hilltop Holdings Inc.
N/A—895-895-100%$1.8M———
Migdal Insurance & Financial Holdings Ltd.
N/A—876-876-100%$1.7M———
Resurgent Financial Advisors LLC
N/A—874-874-100%$1.7M———
Optas, LLC
N/A—863-863-100%$1.7M———
Forefront Wealth Partners, LLC
N/A—857-857-100%$1.7M———
CastleKnight Management LP
N/A—840-840-100%$1.7M———
AFT, Forsyth & Company, Inc.
N/A—838-838-100%$1.7M———
New Republic Capital, LLC
N/A—825-825-100%$1.6M———
Alkeon Capital Management LLC
N/A—825-825-100%$1.6M———
Permanens Capital L.P.
N/A—823-823-100%$1.6M———
American Trust
N/A—822-822-100%$1.6M———
Duncan Williams Asset Management, LLC
N/A—821-821-100%$1.6M———
Great Valley Advisor Group, Inc.
N/A—819-819-100%$1.6M———
Quantum Portfolio Management LLC
N/A—814-814-100%$1.6M———
Feynman Point Asset Management LLC
N/A—800-800-100%$1.6M———
Monetta Financial Services Inc
N/A—800-800-100%$1.6M———
RD Lewis Holdings, Inc.
N/A—799-799-100%$1.4M———
NorthRock Partners, LLC
N/A—791-791-100%$1.6M———
Roehl & Yi Investment Advisors, LLC
N/A—786-786-100%$1.6M———
Freestone Capital Holdings, LLC
N/A—781-781-100%$1.6M———
Family Manage LLC
N/A—778-778-100%$1.5M———
Engineers Gate Manager LP
N/A—769-769-100%$1.5M———
LRI Investments, LLC
N/A—765-765-100%$1.5M———
Intrinsic Value Partners, LLC
N/A—759-759-100%$1.5M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—752-752-100%$1.5M———
Capstone Investment Advisors, LLC
N/A—743-743-100%$1.5M———
Gladstone Institutional Advisory LLC
N/A—736-736-100%$1.5M———
Institute for Wealth Management, Llc.
N/A—736-736-100%$1.5M———
PAX Financial Group, LLC
N/A—731-731-100%$1.5M———
Salt Holding Corp.
N/A—728-728-100%$1.4M———
Zacks Investment Management
N/A—727-727-100%$1.4M———
Schroder Investment Management Group
N/A—723-723-100%$1.4M———
MJP Associates Inc
N/A—714-714-100%$1.4M———
Summitry LLC
N/A—713-713-100%$1.4M———
Cercano Management LLC
N/A—710-710-100%$1.4M———
One Wealth Advisors, LLC
N/A—709-709-100%$1.4M———
Auxier Asset Management LLC
N/A—708-708-100%$1.4M———
Headinvest, LLC
N/A—707-707-100%$1.4M———
Harbor Advisors LLC
N/A—700-700-100%$1.4M———
Ulysses Management LLC
N/A—700-700-100%$1.4M———
Members Trust Co
N/A—694-694-100%$1.4M———
Accent Capital Management, LLC
N/A—686-686-100%$1.4M———
Ingalls & Snyder LLC
N/A—686-686-100%$1.4K———
Advyzon Investment Management, LLC
N/A—683-683-100%$1.4M———
Sound View Wealth Advisors Group, LLC
N/A—681-681-100%$1.4M———
FWG Holdings, LLC
N/A—678-678-100%$1.2M———
Webster Bank, N. A.
N/A—676-676-100%$1.3M———
Aegis Wealth Management LLC
N/A—675-675-100%$1.3M———
Keel Point, LLC
N/A—669-669-100%$1.3M———
Hardy Reed LLC
N/A—665-665-100%$1.3M———
Signet Private Wealth LLC
N/A—658-658-100%$1.3M———
Valmark Advisers, Inc.
N/A—650-650-100%$1.3M———
Campbell & Co Investment Adviser LLC
N/A—649-649-100%$1.3M———
Garden State Investment Advisory Services LLC
N/A—641-641-100%$1.3M———
OneAscent Investment Solutions LLC
N/A—640-640-100%$1.3M———
Holderness Investments Co
N/A—639-639-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—637-637-100%$1.3M———
Alesco Advisors, LLC, An ESL Co
N/A—634-634-100%$1.3M———
44 Wealth Management LLC
N/A—633-633-100%$1.3M———
Vision Retirement, LLC
N/A—624-624-100%$1.2M———
Stratos Wealth Advisors, LLC
N/A—623-623-100%$1.2M———
Clearwater Capital Advisors, LLC
N/A—619-619-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—615-615-100%$1.2M———
Calydon Capital
N/A—614-614-100%$1.2M———
Lansing Street Advisors
N/A—614-614-100%$1.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—612-612-100%$1.2M———
Rathbones Group PLC
N/A—612-612-100%$1.2M———
Denali Advisors LLC
N/A—612-612-100%$1.2M———
Cedar Wealth Management, LLC
N/A—607-607-100%$1.2M———
Dimension Capital Management LLC
N/A—602-602-100%$1.2M———
Martin Investment Management, LLC
N/A—600-600-100%$1.2M———
Easterly Investment Partners LLC
N/A—592-592-100%$1.2M———
JT Stratford LLC
N/A—592-592-100%$1.2M———
Synergy Financial Group, LTD
N/A—588-588-100%$1.2M———
Goldstream Capital Management Ltd
N/A—585-585-100%$1.2M———
OneAscent Family Office, LLC
N/A—585-585-100%$1.2M———
Cannell & Spears LLC
N/A—584-584-100%$1.2M———
Jackson, Grant Investment Advisers, Inc.
N/A—579-579-100%$1.2M———
Exit Wealth Advisors, Llc.
N/A—577-577-100%$1.1M———
Sandy Cove Advisors, LLC
N/A—576-576-100%$1.1M———
Shay Capital LLC
N/A—575-575-100%$1.1M———
McLean Asset Management Corp
N/A—564-564-100%$919.3K———
J. M. Brown & Associates Inc.
N/A—562-562-100%$1.1M———
American Trust Investment Advisors, LLC
N/A—560-560-100%$1.1M———
Falcon Wealth Planning
N/A—560-560-100%$1.1M———
Aigen Investment Management, LP
N/A—559-559-100%$1.1M———
Capital Analysts, LLC
N/A—559-559-100%$1.1K———
Aspen Grove Capital, LLC
N/A—557-557-100%$1.1M———
Coppell Advisory Solutions LLC
N/A—548-548-100%$682.1K———
Buffalo Business & Estate Services LTD
N/A—544-544-100%$1.1M———
MidFirst Bank
N/A—543-543-100%$1.1M———
SCS Capital Management LLC
N/A—543-543-100%$1.1M———
GQG Partners LLC
N/A—540-540-100%$1.1M———
GTS Securities LLC
N/A—540-540-100%$1.1M———
Texas Yale Capital Corp.
N/A—537-537-100%$1.1M———
Precision Wealth Strategies, LLC
N/A—537-537-100%$1.1M———
Cetera Trust Company, N.a
N/A—535-535-100%$1.1M———
Longaeva Partners L.P.
N/A—529-529-100%$1.1M———
Stokes Family Office, LLC
N/A—528-528-100%$1.1M———
IKE Capital, LLC
N/A—528-528-100%$1.0M———
1776 Wealth LLC
N/A—525-525-100%$1.0M———
ClearAlpha Technologies LP
N/A—523-523-100%$1.0M———
Sfmg, LLC
N/A—518-518-100%$1.0M———
Werba Rubin Papier Wealth Management
N/A—516-516-100%$1.0M———
JMN Financial LLC
N/A—508-508-100%$1.0M———
Ariadne Wealth Management, LP
N/A—507-507-100%$1.0M———
Mayflower Financial Advisors, LLC
N/A—504-504-100%$1.0M———
Brown Financial Advisors
N/A—501-501-100%$996.7K———
XY Capital Ltd
N/A—500-500-100%$994.7K———
Pursue Wealth Partners LLC
N/A—500-500-100%$994.7K———
Lotus Technology Management, LP
N/A—499-499-100%$1.1M———
Texas Capital Bank Wealth Management Services Inc
N/A—494-494-100%$982.9K———
Hurricane Capital Advisors LLC
N/A—491-491-100%$976.8K———
George Kaiser Family Foundation
N/A—488-488-100%$970.8K———
Hexagon Capital Partners LLC
N/A—488-488-100%$970.8K———
Rothschild Investment LLC
N/A—479-479-100%$953.1K———
Greykasell Wealth Strategies, Inc.
N/A—478-478-100%$951.8K———
Severin Investments, LLC
N/A—476-476-100%$947.6K———
Sovereign Financial Group, Inc.
N/A—476-476-100%$946.9K———
First National Bank of Hutchinson
N/A—476-476-100%$947.0K———
Daiichi Life Insurance Co., Ltd.
N/A—470-470-100%$935.0K———
Yarger Wealth Strategies, LLC
N/A—469-469-100%$843.5K———
CVA Family Office, LLC
N/A—468-468-100%$931.1K———
GenTrust, LLC
N/A—468-468-100%$931.4K———
Silver Coast Investments LLC
N/A—467-467-100%$929.1K———
Empower Advisory Group, LLC
N/A—467-467-100%$929.1K———
Invst, LLC
N/A—467-467-100%$929.8K———
Wills Financial Group LLC
N/A—465-465-100%$925.1K———
Oxford Wealth Group, LLC
N/A—462-462-100%$919.1K———
Viawealth, LLC
N/A—461-461-100%$917.1K———
BlueSpruce Investments, LP
N/A—461-461-100%$917.1K———
Jackson Thornton Wealth Management, LLC
N/A—444-444-100%$883.3K———
Guardian Wealth Advisors, LLC / NC
N/A—442-442-100%$879.0K———
Wilkinson Global Asset Management LLC
N/A—433-433-100%$861.4K———
Legacy Wealth Advisors, LLC
N/A—432-432-100%$859.4K———
BlueCrest Capital Management Ltd
N/A—430-430-100%$855.5K———
Drake & Associates, LLC
N/A—429-429-100%$853.5K———
Hancock Whitney Corp
N/A—427-427-100%$849.5K———
Tidemark, LLC
N/A—425-425-100%$844.8K———
Prelude Capital Management, LLC
N/A—423-423-100%$841.5K———
Teucrium Investment Advisors, LLC
N/A—423-423-100%$841.5K———
Capital Advisors Inc
N/A—423-423-100%$841.5K———
CNB Bank
N/A—422-422-100%$839.5K———
Oxford Financial Group, Ltd. LLC
N/A—421-421-100%$837.7K———
Regal Investment Advisors LLC
N/A—420-420-100%$834.8K———
Keebeck Wealth Management
N/A—418-418-100%$831.6K———
Bulltick Wealth Management, LLC
N/A—415-415-100%$825.6K———
Range Advisory, LLC
N/A—414-414-100%$823.8K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—412-412-100%$819.6K———
SageView Advisory Group, LLC
N/A—410-410-100%$815.7K———
Greenland Capital Management LP
N/A—410-410-100%$815.7K———
Tradition Wealth Management, LLC
N/A—410-410-100%$815.7K———
Vantus Wealth LLC
N/A—409-409-100%$813.7K———
Daybright Advisory Services, Inc.
N/A—408-408-100%$664.2K———
Whetstone Capital Advisors, LLC
N/A—406-406-100%$807.7K———
Knollwood Investment Advisory, LLC
N/A—405-405-100%$805.7K———
Fiduciary Financial Advisors
N/A—405-405-100%$801.8K———
Zuckerman Investment Group, LLC
N/A—404-404-100%$803.7K———
Strategic Wealth Partners, Ltd.
N/A—403-403-100%$801.7K———
Iron Gate Global Advisors LLC
N/A—402-402-100%$799.8K———
Shufro Rose & Co LLC
N/A—400-400-100%$795.8K———
Grace & Mercy Foundation, Inc.
N/A—400-400-100%$795.8K———
Militia Capital Management LLC
N/A—400-400-100%$795.8K———
Prudent Investors Network, Inc.
N/A—398-398-100%$791.8K———
Quotient Wealth Partners, LLC
N/A—396-396-100%$787.1K———
Walleye Capital LLC
N/A—396-396-100%$787.8K———
Aureus Asset Management, LLC
N/A—395-395-100%$785.8K———
AlTi Global, Inc.
N/A—395-395-100%$785.8K———
Schnieders Capital Management, Llc.
N/A—394-394-100%$783.8K———
Xcelsior Advisor Partners LLC
N/A—393-393-100%$781.9K———
Sandler Capital Management
N/A—390-390-100%$775.9K———
Alpha Zero LLC
N/A—388-388-100%$692.5K———
Drive Wealth Management, LLC
N/A—388-388-100%$771.2K———
Delta Investment Management, LLC
N/A—385-385-100%$765.9K———
Iconiq Capital, LLC
N/A—383-383-100%$762.0K———
Greenwich Wealth Management LLC
N/A—381-381-100%$759———
Capital Investment Management, Inc.
N/A—381-381-100%$758.0K———
LaSalle St. Investment Advisors, LLC
N/A—377-377-100%$750.0K———
Clarendon Private LLC
N/A—368-368-100%$732.1K———
Townsquare Capital LLC
N/A—365-365-100%$726.1K———
ABN Amro Bank N.V.
N/A—364-364-100%$722.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—362-362-100%$719.9K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—362-362-100%$720.2K———
Westpac Banking Corp
N/A—357-357-100%$710.2K———
Integrity Financial Corp
N/A—352-352-100%$700.3K———
Ethos Financial Group, LLC
N/A—351-351-100%$545.0K———
Petix & Botte Co
N/A—350-350-100%$696.6K———
Fosun International Ltd
N/A—350-350-100%$696.3K———
Bannerstone Capital Management, LLC
N/A—350-350-100%$696.3K———
Centric Wealth Management
N/A—349-349-100%$483.8K———
UMB Bank, n.a.
N/A—348-348-100%$692.3K———
Tairen Capital Ltd
N/A—345-345-100%$686.4K———
SVB Wealth LLC
N/A—344-344-100%$684.4K———
Blom & Howell Financial Planning, Inc.
N/A—344-344-100%$684.4K———
Altshuler Shaham Ltd
N/A—344-344-100%$684.4K———
Strategic Financial Services, Inc.
N/A—343-343-100%$682.4K———
Elm Partners Management LLC
N/A—341-341-100%$678.6K———
Godfrey Financial Associates, Inc.
N/A—336-336-100%$668.5K———
Meeder Advisory Services, Inc.
N/A—335-335-100%$667.0K———
Main Street Financial Solutions, LLC
N/A—332-332-100%$659.7K———
Entelevest, LLC
N/A—331-331-100%$658.5K———
Tower Bridge Advisors
N/A—327-327-100%$650.5K———
Knuff & Co LLC
N/A—323-323-100%$642.6K———
Fox Hill Wealth Management
N/A—323-323-100%$642.6K———
Phillips Wealth Planners LLC
N/A—322-322-100%$562.6K———
Baker Avenue Asset Management, LP
N/A—322-322-100%$641.6K———
Alamea Verwaltungs GmbH
N/A—319-319-100%$634.6K———
Advisory Alpha, LLC
N/A—319-319-100%$634.9K———
EWA, LLC
N/A—318-318-100%$632.2K———
Horizon Family Wealth, Inc.
N/A—318-318-100%$632.6K———
Westmount Partners, LLC
N/A—318-318-100%$632.6K———
Fortress Private Ledger, LLC
N/A—311-311-100%$618.7K———
Keystone Financial Group
N/A—309-309-100%$615.5K———
Brio Consultants, LLC
N/A—305-305-100%$606.8K———
IFG Advisory, LLC
N/A—300-300-100%$596.0K———
Ironwood Investment Counsel, LLC
N/A—295-295-100%$586.9K———
Topsail Wealth Management, LLC
N/A—295-295-100%$586.9K———
Dunhill Financial, LLC
N/A—294-294-100%$586.0K———
Strategies Wealth Advisors, LLC
N/A—293-293-100%$582.8K———
NorthCoast Asset Management LLC
N/A—293-293-100%$583.6K———
SHP Wealth Management
N/A—292-292-100%$580.3K———
SPX Gestao de Recursos Ltda
N/A—291-291-100%$578.9K———
Stonebrook Private Inc.
N/A—291-291-100%$578.9K———
Allie Family Office LLC
N/A—291-291-100%$579.1K———
Twin Peaks Wealth Advisors, LLC
N/A—290-290-100%$577.7K———
Silver OAK Securities, Incorporated
N/A—290-290-100%$576.9K———
United Bank
N/A—290-290-100%$576.9K———
King Wealth Management Group
N/A—289-289-100%$575———
Atlas Legacy Advisors, LLC
N/A—289-289-100%$551.1K———
Steigerwald, Gordon & Koch Inc.
N/A—287-287-100%$571.0K———
Chesapeake Capital Corp
N/A—284-284-100%$565.0K———
Horizon Investment Services, LLC
N/A—284-284-100%$565.0K———
Purpose Unlimited Inc.
N/A—282-282-100%$561.2K———
Inspire Advisors, LLC
N/A—279-279-100%$535.0K———
Astoria Portfolio Advisors Llc.
N/A—279-279-100%$555.7K———
Fortune Financial Advisors, LLC
N/A—275-275-100%$547.1K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—275-275-100%$547.1K———
Stephens Investment Management Group LLC
N/A—273-273-100%$543.1K———
Cloud Capital Management, LLC
N/A—272-272-100%$541———
Freestone Grove Partners LP
N/A—269-269-100%$535.2K———
Zhang Financial LLC
N/A—266-266-100%$529.2K———
Founders Financial Alliance, LLC
N/A—266-266-100%$529.2K———
Round Rock Advisors LLC
N/A—265-265-100%$527.2K———
Strategic Investment Advisors / MI
N/A—265-265-100%$527.2K———
Coign Capital Advisors LLC
N/A—264-264-100%$525.2K———
Atlas Capital Advisors Inc.
N/A—263-263-100%$523.2K———
Catalyst Financial Partners LLC
N/A—262-262-100%$521.2K———
17 Capital Partners, LLC
N/A—262-262-100%$521.2K———
Empirical Asset Management, LLC
N/A—261-261-100%$519.2K———
Harbor Advisory Corp
N/A—257-257-100%$511.3K———
O'Neil Global Advisors, Inc.
N/A—256-256-100%$509.3K———
TRB Wealth Management, LLC
N/A—256-256-100%$509.3K———
Park Place Capital Corp
N/A—256-256-100%$509.3K———
Pgim Custom Harvest LLC
N/A—255-255-100%$506.3K———
Wallace Advisory Group, LLC
N/A—253-253-100%$503.3K———
Novare Capital Management LLC
N/A—252-252-100%$502.1K———
Barnes Pettey Financial Advisors, LLC
N/A—250-250-100%$497.4K———
Purkiss Capital Advisors LLC
N/A—249-249-100%$495.3K———
Pallas Capital Advisors LLC
N/A—245-245-100%$487.3K———
Earned Wealth Advisors, LLC
N/A—244-244-100%$486.3K———
Liberty Wealth Management LLC
N/A—242-242-100%$319.7K———
Ameriflex Group, Inc.
N/A—242-242-100%$481.4K———
Meadowbrook Advisors Group, LLC
N/A—241-241-100%$479.5K———
Financial Engines Advisors L.L.C.
N/A—241-241-100%$479.5K———
Citizens Business Bank
N/A—241-241-100%$479.5K———
Legend Capital Advisors LLC
N/A—237-237-100%$471.7K———
HHM Wealth Advisors, LLC
N/A—236-236-100%$469.5K———
TFR Capital, Llc.
N/A—236-236-100%$469.5K———
Gentry Private Wealth, LLC
N/A—235-235-100%$467.5K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—235-235-100%$467.5K———
M. Kulyk & Associates, LLC
N/A—235-235-100%$467.5K———
Ninepoint Partners LP
N/A—234-234-100%$465.5K———
Continuum Advisory, LLC
N/A—233-233-100%$463.5K———
Flatrock Wealth Partners LLC
N/A—233-233-100%$464.1K———
Pitcairn Wealth Advisors LLC
N/A—232-232-100%$461.6K———
Kidder Stephen W
N/A—230-230-100%$451.1K———
Florida Financial Advisors, LLC
N/A—229-229-100%$455.6K———
Vawter Financial, Ltd.
N/A—224-224-100%$445.6K———
Dogwood Wealth Management LLC
N/A—224-224-100%$445.6K———
Osbon Capital Management LLC
N/A—224-224-100%$446.0K———
Kintra Wealth, LLC
N/A—223-223-100%$412.3K———
Lombard Odier Asset Management (USA) Corp
N/A—223-223-100%$443.6K———
Cedarwood Wealth LLC
N/A—222-222-100%$441.7K———
Pennington Partners & Co., LLC
N/A—221-221-100%$439.1K———
Tyche Wealth Partners LLC
N/A—220-220-100%$438.6K———
Infrastructure Capital Advisors, LLC
N/A—220-220-100%$437.7K———
Van Diest Capital, LLC
N/A—220-220-100%$437.7K———
Apriem Advisors
N/A—220-220-100%$437.7K———
S Harris Financial Group, LLC
N/A—220-220-100%$438.5K———
Berkeley Capital Partners, LLC
N/A—218-218-100%$433.7K———
Parsonex Advisory Services, Inc.
N/A—218-218-100%$427.3K———
Staley Capital Advisers Inc
N/A—215-215-100%$427.7K———
Avalon Trust Co
N/A—214-214-100%$425.7K———
Elevation Advisory Partners LLC
N/A—211-211-100%$366.9K———
Hollencrest Capital Management
N/A—210-210-100%$417.8K———
Wellington-Altus USA Inc.
N/A—207-207-100%$273.4K———
Requisite Capital Management, LLC
N/A—205-205-100%$407.8K———
Mizuho Markets Americas LLC
N/A—204-204-100%$405.8K———
Renaissance Technologies LLC
N/A—203-203-100%$406.5K———
Tower Wealth Partners, Inc.
N/A—202-202-100%$401.9K———
Bridges Investment Management Inc
N/A—202-202-100%$401.9K———
New Paradigm Capital Management, LLC
N/A—200-200-100%$397.9K———
Capula Management Ltd
N/A—200-200-100%$397.9K———
Bawa N Mallick Trust
N/A—200-200-100%$397.9K———
DV Trading LLC
N/A—199-199-100%$395.9K———
Beck Mack & Oliver LLC
N/A—199-199-100%$395.9K———
Rothschild Wealth LLC
N/A—199-199-100%$395.9K———
Brand Asset Management Group, Inc.
N/A—199-199-100%$395.9K———
Baron Silver Stevens Financial Advisors, LLC
N/A—198-198-100%$393.9K———
F/m Investments LLC
N/A—197-197-100%$391.9K———
Kera Capital Partners, Inc.
N/A—195-195-100%$387.9K———
Goldstone Financial Group, LLC
N/A—195-195-100%$388.2K———
German American Bancorp, Inc.
N/A—195-195-100%$387.9K———
Spirepoint Private Client, LLC
N/A—194-194-100%$386.0K———
Drucker Wealth 3.0, LLC
N/A—192-192-100%$380.2K———
Cornerstone Advisory, LLC
N/A—192-192-100%$382.0K———
Pura Vida Investments, LLC
N/A—190-190-100%$378.0K———
Palisade Capital Management, LP
N/A—189-189-100%$375.3K———
Blalock Williams, LLC
N/A—189-189-100%$376.0K———
Blueshift Asset Management, LLC
N/A—188-188-100%$374.0K———
Edmond de Rothschild Holding S.A.
N/A—186-186-100%$370.0K———
Altar Rock LLC
N/A—185-185-100%$368.0K———
Wall Street Financial Group, Inc.
N/A—184-184-100%$365.5K———
Vanguard National Trust Co
N/A—183-183-100%$364.1K———
Mandatum Life Insurance Co Ltd
N/A—181-181-100%$360.1K———
Palladiem, LLC
N/A—180-180-100%$358.2K———
Greenline Wealth Management LLC
N/A—180-180-100%$357.9K———
Spectrum Investment Advisors, Inc.
N/A—179-179-100%$356.1K———
Copley Financial Group, Inc.
N/A—179-179-100%$356.1K———
Great Lakes Advisors, LLC
N/A—178-178-100%$354.1K———
Corus Family Wealth Advisors
N/A—178-178-100%$353.8K———
WorthPointe, LLC
N/A—176-176-100%$350.1K———
Calton & Associates, Inc.
N/A—174-174-100%$346.2K———
Capital Markets Trading UK LLP
N/A—174-174-100%$346———
Capstone Financial Advisors, Inc.
N/A—172-172-100%$342.2K———
Elgethun Capital Management
N/A—172-172-100%$342.2K———
Pine Valley Investments Ltd Liability Co
N/A—169-169-100%$336.2K———
AssuredPartners Investment Advisors, LLC
N/A—167-167-100%$332.2K———
Hobbs Group Advisors, LLC
N/A—167-167-100%$331.7K———
Everpar Advisors LLC
N/A—164-164-100%$326.3K———
Viaable, LLC
N/A—164-164-100%$302.3K———
Wexford Capital LP
N/A—162-162-100%$322.3K———
Intellus Advisors LLC
N/A—161-161-100%$320.3K———
Chatterton & Associates Inc.
N/A—160-160-100%$288.7K———
Cheviot Value Management, LLC
N/A—158-158-100%$314.3K———
K.J. Harrison & Partners Inc
N/A—157-157-100%$312.3K———
Beto Financial Group, LLC
N/A—157-157-100%$273.0K———
Fortis Capital Management LLC
N/A—153-153-100%$305.1K———
Holistic Financial Partners
N/A—153-153-100%$304.4K———
Jaffetilchin Investment Partners, LLC
N/A—148-148-100%$293.5K———
Orion Capital Management LLC
N/A—147-147-100%$292.4K———
GSA Capital Partners LLP
N/A—146-146-100%$290———
Knightsbridge Asset Management, LLC
N/A—146-146-100%$290.5K———
IFC Advisors LLC
N/A—144-144-100%$286.5K———
Objectivity Squared, LLC
N/A—143-143-100%$284.6K———
Fortis Capital Advisors, LLC
N/A—143-143-100%$284.5K———
Cofg Advisors, LLC
N/A—142-142-100%$283.4K———
EQ LLC
N/A—141-141-100%$280.5K———
Safeguard Investment Advisory Group, LLC
N/A—141-141-100%$281.1K———
Octavia Wealth Advisors, LLC
N/A—141-141-100%$280.5K———
Legacy Wealth Managment, LLC
N/A—141-141-100%$280.5K———
CFO4Life Group, LLC
N/A—141-141-100%$280.5K———
Hilltop Wealth Advisors, LLC
N/A—138-138-100%$274.5K———
Bedel Financial Consulting, Inc.
N/A—138-138-100%$274.6K———
Strategic Financial Partners, Ltd.
N/A—138-138-100%$274.8K———
Magnolia Private Wealth, LLC
N/A—137-137-100%$272.6K———
Bridgefront Capital, LLC
N/A—137-137-100%$272.6K———
Impact Partnership Wealth, LLC
N/A—137-137-100%$272.6K———
Prepared Retirement Institute LLC
N/A—137-137-100%$272.6K———
Ketron Financial
N/A—136-136-100%$270.6K———
NewSquare Capital LLC
N/A—136-136-100%$270.6K———
Marco Investment Management LLC
N/A—136-136-100%$270.6K———
Ranch Capital Advisors Inc.
N/A—135-135-100%$268.6K———
Pincus Capital Management, LP
N/A—135-135-100%$268.6K———
Massar Capital Management, LP
N/A—135-135-100%$268.6K———
Continental Investors Services, Inc.
N/A—135-135-100%$226.6K———
WealthCollab, LLC
N/A—135-135-100%$268.6K———
Lbmc Investment Advisors, LLC
N/A—134-134-100%$266.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—134-134-100%$266.6K———
Markin Volterra Fund LP
N/A—133-133-100%$264.6K———
Integrated Investment Consultants, LLC
N/A—128-128-100%$254.7K———
Investments & Financial Planning, LLC
N/A—127-127-100%$251.7K———
Granite Bay Wealth Management, LLC
N/A—127-127-100%$252———
Cahill Financial Advisors Inc
N/A—126-126-100%$251.5K———
Bank of Nova Scotia Trust Co
N/A—126-126-100%$250.7K———
Madison Wealth Partners, Inc
N/A—126-126-100%$251.2K———
South Street Advisors LLC
N/A—126-126-100%$250.7K———
FLC Capital Advisors
N/A—126-126-100%$250.7K———
VestGen Investment Management
N/A—126-126-100%$250.7K———
Rodgers Brothers Inc.
N/A—125-125-100%$248.7K———
Granger Management LLC
N/A—123-123-100%$244.7K———
RB Capital Management, LLC
N/A—122-122-100%$241.8K———
E-Wealth Partners, LLC
N/A—121-121-100%$240.7K———
Berger Financial Group, Inc
N/A—121-121-100%$240.7K———
Second Line Capital, LLC
N/A—120-120-100%$238.7K———
Conway Capital Management, Inc.
N/A—120-120-100%$238.7K———
Investor's Fiduciary Advisor Network, LLC
N/A—120-120-100%$238———
Uniting Wealth Partners, LLC
N/A—120-120-100%$238.7K———
Thompson David Blair
N/A—119-119-100%$236.7K———
Causey Wealth LLC
N/A—118-118-100%$234.8K———
Atlantic Private Wealth, LLC
N/A—117-117-100%$232.6K———
SageGuard Financial Group, LLC
N/A—117-117-100%$232.8K———
Magnolia Capital Advisors LLC
N/A—117-117-100%$232.8K———
WNY Asset Management, LLC
N/A—117-117-100%$232.8K———
Mountain Capital Investment Advisors Inc.
N/A—117-117-100%$231.8K———
Proactive Wealth Strategies LLC
N/A—116-116-100%$231.2K———
Evergreen Wealth Management, LLC
N/A—115-115-100%$229.4K———
Boston Partners
N/A—115-115-100%$228.8K———
Empire Financial Management Company, LLC
N/A—115-115-100%$228.8K———
Humankind Investments LLC
N/A—113-113-100%$224.8K———
Cape ANN Savings Bank
N/A—113-113-100%$224.8K———
Chase Investment Counsel Corp
N/A—112-112-100%$222———
Mission Hills Financial Advisory, LLC
N/A—111-111-100%$220.8K———
Prospect Financial Services LLC
N/A—111-111-100%$220.8K———
9823 Capital, L.P.
N/A—111-111-100%$220.8K———
Matrix Private Capital Group LLC
N/A—110-110-100%$218.8K———
Wimmer Associates 1, LLC
N/A—110-110-100%$218.8K———
Jacobs Equity LLC
N/A—110-110-100%$218.8K———
Smith, Moore & Co.
N/A—109-109-100%$217.4K———
Colter Lewis Investment Partners LLC
N/A—108-108-100%$214.9K———
Burling Wealth Partners, LLC
N/A—106-106-100%$210.9K———
First National Advisers, LLC
N/A—106-106-100%$210.9K———
Northstar Asset Management Inc
N/A—106-106-100%$210.9K———
Hamel Associates, Inc.
N/A—106-106-100%$210.9K———
White Knight Strategic Wealth Advisors, LLC
N/A—105-105-100%$208.9K———
Summit Wealth Group, LLC
N/A—103-103-100%$204.9K———
Pasadena Private Wealth, LLC
N/A—103-103-100%$204.9K———
Maridea Wealth Management LLC
N/A—103-103-100%$204.9K———
American Financial Advisors, LLC
N/A—103-103-100%$204.9K———
Keyvantage Wealth, LLC
N/A—103-103-100%$204.9K———
Oakwell Private Wealth Management, LLC
N/A—101-101-100%$200.9K———
ProVise Management Group, LLC
N/A—101-101-100%$200.9K———
Alteri Wealth LLC
N/A—101-101-100%$200.9K———
Private Wealth Asset Management, LLC
N/A—100-100-100%$198.0K———
Lavaca Capital LLC
N/A—100-100-100%$198.9K———
Frazier Financial Advisors, LLC
N/A—92-92-100%$183.0K———
Strive Financial Group,LLC
N/A—90-90-100%$179.1K———
Clearstead Trust, LLC
N/A—86-86-100%$171.1K———
MRP Capital Investments, LLC
N/A—82-82-100%$163.1K———
Stelac Advisory Services LLC
N/A—76-76-100%$151.2K———
Medallion Wealth Advisors, LLC
N/A—75-75-100%$149.2K———
GW&K Investment Management, LLC
N/A—73-73-100%$145———
Johnson Financial Group, Inc.
N/A—71-71-100%$141.3K———
Community Bank, N.A.
N/A—71-71-100%$141.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—70-70-100%$139.3K———
SouthState Bank Corp
N/A—68-68-100%$135.3K———
Addison Advisors LLC
N/A—66-66-100%$131.3K———
Prosperity Bancshares Inc
N/A—64-64-100%$127.3K———
J. Stern & Co. LLP
N/A—62-62-100%$123.3K———
Pingora Partners LLC
N/A—60-60-100%$119.4K———
Financial Avengers, Inc.
N/A—60-60-100%$119.4K———
Kilter Group LLC
N/A—58-58-100%$115.4K———
Measured Wealth Private Client Group, LLC
N/A—56-56-100%$111.4K———
180 GPS Investments IC Ltd
N/A—50-50-100%$99.5K———
Raffa Wealth Management, LLC
N/A—49-49-100%$97.5K———
Wellington Grp LLC
N/A—49-49-100%$64.7K———
Ankerstar Wealth, LLC
N/A—48-48-100%$95.5K———
Cornerstone Financial Management LLC
N/A—45-45-100%$89.5K———
JPL Wealth Management, LLC
N/A—43-43-100%$85.5K———
FWL Investment Management, LLC
N/A—43-43-100%$85.5K———
BOK Financial Private Wealth, Inc.
N/A—41-41-100%$81.6K———
Parvin Asset Management, LLC
N/A—40-40-100%$79.6K———
IAG Wealth Partners, LLC
N/A—40-40-100%$79.6K———
Ogorek Anthony Joseph
N/A—37-37-100%$73———
Rialto Wealth Management, LLC
N/A—37-37-100%$73.6K———
Nova Wealth Management, Inc.
N/A—36-36-100%$71.6K———
Keating Financial Advisory Services, Inc.
N/A—35-35-100%$69.6K———
Chesapeake Asset Management LLC
N/A—35-35-100%$69.6K———
Aberdeen Wealth Management LLC
N/A—35-35-100%$69.6K———
TD Capital Management LLC
N/A—33-33-100%$65.9K———
Morse Asset Management, Inc
N/A—31-31-100%$61.7K———
Beaird Harris Wealth Management, LLC
N/A—31-31-100%$62.4K———
Stance Capital LLC
N/A—29-29-100%$58.4K———
Heritage Wealth Advisors
N/A—29-29-100%$57.2K———
Westfuller Advisors, LLC
N/A—29-29-100%$58.0K———
Operose Advisors LLC
N/A—28-28-100%$55.7K———
Quent Capital, LLC
N/A—28-28-100%$55.7K———
Truvestments Capital LLC
N/A—27-27-100%$53.7K———
Caitlin John, LLC
N/A—27-27-100%$54.0K———
PIN OAK Investment Advisors Inc
N/A—24-24-100%$48———
Fourth Dimension Wealth, LLC
N/A—24-24-100%$47.7K———
Sankala Group LLC
N/A—23-23-100%$41.1K———
Bank of the Bluegrass & Trust Co.
N/A—23-23-100%$41.7K———
RiverPark Advisors, LLC
N/A—22-22-100%$43.8K———
Tacita Capital Inc
N/A—21-21-100%$41.8K———
BNP Paribas
N/A—20-20-100%$39.8K———
Tiaa Trust, National Association
N/A—20-20-100%$39.8K———
Synergy Investment Management, LLC
N/A—20-20-100%$37.2K———
Glen Eagle Advisors, LLC
N/A—19-19-100%$37.8K———
Bruce G. Allen Investments, LLC
N/A—18-18-100%$35.8K———
Silicon Valley Capital Partners
N/A—18-18-100%$36.8K———
Alerus Financial NA
N/A—18-18-100%$35.8K———
N.E.W. Advisory Services LLC
N/A—17-17-100%$33.8K———
Crews Bank & Trust
N/A—16-16-100%$31.8K———
Mpwm Advisory Solutions, LLC
N/A—15-15-100%$29.9K———
HighMark Wealth Management LLC
N/A—15-15-100%$29.9K———
Field & Main Bank
N/A—15-15-100%$29.8K———
Allianz SE
N/A—15-15-100%$29.8K———
Millstone Evans Group, LLC
N/A—14-14-100%$27.9K———
Financial Life Planners
N/A—13-13-100%$26.0K———
Napier Financial, LLC
N/A—12-12-100%$23.9K———
Crewe Advisors LLC
N/A—11-11-100%$21.9K———
Strategic Investment Solutions, Inc.
N/A—11-11-100%$21.9K———
Banque Cantonale Vaudoise
N/A—11-11-100%$22.0K———
NFJ Investment Group, LLC
N/A—11-11-100%$21.9K———
Proffitt & Goodson Inc
N/A—10-10-100%$19.9K———
Basepoint Wealth LLC
N/A—10-10-100%$19.9K———
1015 Capital Partners, LLC
N/A—10-10-100%$19.9K———
Rogco, LP
N/A—10-10-100%$19.9K———
Anchor Bay Capital, Inc.
N/A—8-8-100%$13.9K———
Bard Associates Inc
N/A—8-8-100%$15.9K———
Highland Investment Advisors LLC
N/A—7-7-100%$13.9K———
Bravera Wealth
N/A—7-7-100%$13.9K———
Allied Private Wealth LLC
N/A—7-7-100%$12.4K———
Cbiz Investment Advisory Services, LLC
N/A—7-7-100%$9.2K———
Mcguire Capital Advisors Inc
N/A—6-6-100%$11.9K———
Prestige Wealth Management Group LLC
N/A—5-5-100%$9.9K———
Pinney & Scofield, Inc.
N/A—5-5-100%$9.9K———
Darwin Wealth Management, LLC
N/A—5-5-100%$10.7K———
Copia Wealth Management
N/A—4-4-100%$8.0K———
Marshall Investment Management, LLC
N/A—3-3-100%$6.0K———
Tripletail Wealth Management, LLC
N/A—3-3-100%$5.3K———
Park Square Financial Group, LLC
N/A—3-3-100%$6.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—3-3-100%$6.0K———
Delta Asset Management LLC
N/A—3-3-100%$6.0K———
Swan Capital LLC
N/A—3-3-100%$6.0K———
Peak6 LLC
N/A—2-2-100%$3.9K———
Chelsea Counsel Co
N/A—1-1-100%$2.0K———
Imprint Wealth LLC
N/A—1-1-100%$2.0K———
Cordant, Inc.
N/A—00—$299———
Showing 2619 of 2619 institutions