30233Q108
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | History | No change | 4,222,319 | 577,275 | 0.95% | 0.95% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,671,103 | 365,193 | 1.26% | 1.26% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cullen Capital Management, LLC | History | No change | 1,492,052 | 203,993 | 2.01% | 2.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 1,441,371 | 197,064 | 1.5% | 1.5% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ADAMS NATURAL RESOURCES FUND, INC. | History | No change | 1,346,355 | 184,073 | 24.13% | 24.13% | 5 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bogart Wealth, LLC | History | No change | 1,202,952 | 164,467 | 5.64% | 5.64% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bahl & Gaynor LLC | History | No change | 866,409 | 118,455 | 0.55% | 0.55% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 651,044 | 89,010 | 1.86% | 1.86% | 8 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 519,537 | 84,554 | 2.7% | 2.32% | 9 | -18,410 | -3.42% | Q3 2026 | Oct 05, 2026 |
| S&CO INC | History | No change | 526,003 | 71,915 | 4.15% | 4.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Douglas Lane & Associates, LLC | History | New | 424,761 | 69,129 | 0.93% | — | 11 | +424,761 | New | Q3 2026 | Oct 09, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 475,070 | 64,951 | 1.53% | 1.53% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | No change | 420,834 | 57,536 | 6.69% | 6.69% | 13 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 325,142 | 44,453 | 1.08% | 1.08% | 14 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | New | 267,759 | 43,577 | 0.31% | — | 15 | +267,759 | New | Q3 2026 | Oct 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 296,164 | 40,491 | 0.46% | 0.46% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 294,079 | 40,206 | 1.15% | 1.15% | 17 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 273,090 | 37,336 | 0.88% | 0.88% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEVILLE RODIE & SHAW INC | History | New | 217,161 | 35,342 | 2.4% | — | 19 | +217,161 | New | Q3 2026 | Oct 05, 2026 |
| Hikari Power Ltd | History | No change | 252,500 | 34,522 | 4.04% | 4.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 248,897 | 34,029 | 2.85% | 2.85% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Willis Investment Counsel | History | No change | 246,874 | 33,752 | 1.61% | 1.61% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 243,426 | 33,281 | 4.04% | 4.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 201,900 | 32,859 | 0.92% | — | 24 | +201,900 | New | Q3 2026 | Oct 08, 2026 |
| Clear Trail Advisors, LLC | History | No change | 235,825 | 32,241 | 4.92% | 4.92% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 210,525 | 28,782 | 2.18% | 2.18% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 208,690 | 28,532 | 0.96% | 0.96% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 207,934 | 28,428 | 0.43% | 0.43% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Madison Asset Management, LLC | History | No change | 207,414 | 28,357 | 0.34% | 0.34% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 204,823 | 28,003 | 0.78% | 0.78% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 201,117 | 27,496 | 0.99% | 0.99% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | No change | 197,612 | 27,017 | 3.31% | 3.31% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 197,161 | 26,955 | 2.21% | 2.21% | 33 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apella Capital, LLC | History | New | 162,043 | 26,583 | 0.34% | — | 34 | +162,043 | New | Q3 2026 | Oct 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 156,091 | 25,403 | 0.67% | — | 35 | +156,091 | New | Q3 2026 | Oct 05, 2026 |
| GARDNER RUSSO & QUINN LLC | History | No change | 181,200 | 24,773 | 0.28% | 0.28% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gradient Investments LLC | History | New | 150,933 | 24,564 | 0.35% | — | 37 | +150,933 | New | Q3 2026 | Oct 08, 2026 |
| Bath Savings Trust Co | History | New | 143,767 | 23,397 | 2.42% | — | 38 | +143,767 | New | Q3 2026 | Oct 07, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | No change | 170,394 | 23,296 | 1.22% | 1.22% | 39 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 168,072 | 22,978 | 0.34% | 0.34% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gerald Baker Financial Group LLC | History | New | 140,359 | 22,843 | 6.45% | — | 41 | +140,359 | New | Q3 2026 | Oct 09, 2026 |
| GAMMA Investing LLC | History | New | 135,832 | 22,106 | 0.75% | — | 42 | +135,832 | New | Q3 2026 | Oct 08, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 155,708 | 21,288 | 1.28% | 1.28% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 153,038 | 20,923 | 0.99% | 0.99% | 44 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 149,044 | 20,377 | 0.76% | 0.76% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| South Dakota Investment Council | History | No change | 145,930 | 19,952 | 0.34% | 0.34% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEE DANNER & BASS INC | History | No change | 144,891 | 19,809 | 1.14% | 1.14% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 143,034 | 19,555 | 0.23% | 0.23% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 135,930 | 18,584 | 1.19% | 1.19% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Investment Advisors, LLC | History | No change | 128,268 | 17,536 | 2.2% | 2.2% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 126,765 | 17,331 | 1.65% | 1.65% | 51 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 125,803 | 17,199 | 0.38% | 0.38% | 52 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cheviot Value Management, LLC | History | No change | 124,616 | 17,037 | 1.73% | 1.73% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantitative Investment Management, LLC | History | No change | 123,394 | 16,870 | 1.84% | 1.84% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 121,250 | 16,577 | 0.38% | 0.38% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 101,383 | 16,499 | 0.35% | 0.29% | 56 | +979 | 0.98% | Q3 2026 | Oct 08, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 119,507 | 16,338 | 2.85% | 2.85% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Venture Visionary Partners LLC | History | New | 97,856 | 15,926 | 0.42% | — | 58 | +97,856 | New | Q3 2026 | Oct 07, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 97,510 | 15,869 | 0.1% | — | 59 | +97,510 | New | Q3 2026 | Oct 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 114,436 | 15,645 | 0.21% | 0.21% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 113,800 | 15,558 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 112,053 | 15,320 | 2.71% | 2.71% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARVEY INVESTMENT CO LLC | History | No change | 111,699 | 15,271 | 1.66% | 1.66% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | New | 91,933 | 14,962 | 3.9% | — | 64 | +91,933 | New | Q3 2026 | Oct 08, 2026 |
| CERTUITY, LLC | History | No change | 105,578 | 14,434 | 0.71% | 0.71% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 104,450 | 14,280 | 1.73% | 1.73% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 102,822 | 14,057 | 1.78% | 1.78% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 101,825 | 13,921 | 1.26% | 1.26% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 85,530 | 13,919 | 2.07% | 1.78% | 69 | +64 | 0.07% | Q3 2026 | Oct 08, 2026 |
| Wedmont Private Capital | History | New | 82,592 | 13,916 | 0.33% | — | 70 | +82,592 | New | Q3 2026 | Oct 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 98,049 | 13,405 | 0.9% | 0.9% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 95,411 | 13,044 | 1.03% | 1.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 89,933 | 12,295 | 2.6% | 2.6% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Anchor Investment Management, LLC | History | No change | 89,385 | 12,220 | 0.92% | 0.92% | 74 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Parallel Advisors, LLC | History | No change | 88,355 | 12,080 | 0.18% | 0.18% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Warther Private Wealth, LLC | History | No change | 88,251 | 12,065 | 2.65% | 2.65% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 85,332 | 11,666 | 1.18% | 1.18% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | No change | 83,492 | 11,415 | 0.79% | 0.79% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 83,010 | 11,294 | 0.15% | 0.15% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tufton Capital Management | History | No change | 81,728 | 11,173 | 1.87% | 1.87% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 79,922 | 10,926 | 0.52% | 0.52% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SYON CAPITAL LLC | History | No change | 79,377 | 10,852 | 0.47% | 0.47% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 79,239 | 10,833 | 1.97% | 1.97% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wellington Shields & Co., LLC | History | No change | 78,755 | 10,767 | 2.41% | 2.41% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 78,246 | 10,697 | 0.79% | 0.79% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 71,818 | 9,819 | 2.22% | 2.22% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 69,250 | 9,467 | 0.93% | 0.93% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Versant Capital Management, Inc | History | New | 57,083 | 9,290 | 0.79% | — | 88 | +57,083 | New | Q3 2026 | Oct 01, 2026 |
| Baldwin Investment Management, LLC | History | No change | 67,677 | 9,252 | 0.89% | 0.89% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 67,576 | 9,239 | 0.14% | 0.14% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Martin Capital Partners, LLC | History | New | 54,912 | 8,936 | 3.2% | — | 91 | +54,912 | New | Q3 2026 | Oct 07, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 64,598 | 8,832 | 0.57% | 0.57% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stokes Capital Advisors, LLC | History | New | 53,658 | 8,732 | 1.92% | — | 93 | +53,658 | New | Q3 2026 | Oct 09, 2026 |
| QV Investors Inc. | History | No change | 63,161 | 8,635 | 0.66% | 0.66% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Violich Capital Management, Inc. | History | Added to | 52,900 | 8,609 | 0.93% | 0.78% | 95 | +475 | 0.91% | Q3 2026 | Oct 02, 2026 |
| Knuff & Co LLC | History | No change | 62,922 | 8,602 | 2.18% | 2.18% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAPIENT CAPITAL LLC | History | New | 52,435 | 8,533 | 0.11% | — | 97 | +52,435 | New | Q3 2026 | Oct 08, 2026 |
| Mengis Capital Management, Inc. | History | No change | 62,238 | 8,509 | 1.29% | 1.29% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 61,678 | 8,432 | 1.44% | 1.44% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCM ADVISORS, LLC | History | No change | 53,050 | 8,325 | 1.62% | 1.62% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 60,671 | 8,295 | 0.4% | 0.4% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 59,816 | 8,178 | 0.72% | 0.72% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Elyxium Wealth, LLC | History | No change | 58,100 | 7,943 | 0.83% | 0.83% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MCDANIEL TERRY & CO | History | No change | 57,973 | 7,926 | 0.62% | 0.62% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| North Star Investment Management Corp. | History | No change | 57,716 | 7,890 | 0.43% | 0.43% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bill Few Associates, Inc. | History | New | 48,302 | 7,861 | 1.62% | — | 106 | +48,302 | New | Q3 2026 | Oct 09, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 47,734 | 7,768 | 1.92% | 1.69% | 107 | -260 | -0.54% | Q3 2026 | Oct 08, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 47,535 | 7,733 | 3.17% | 2.78% | 108 | -423 | -0.88% | Q3 2026 | Oct 08, 2026 |
| Alteri Wealth LLC | History | No change | 56,283 | 7,694 | 2.12% | 2.12% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 55,225 | 7,550 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DOHENY ASSET MANAGEMENT /CA | History | No change | 53,624 | 7,331 | 4.25% | 4.25% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 53,233 | 7,278 | 0.92% | 0.92% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 52,456 | 7,171 | 0.36% | 0.36% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 52,137 | 7,128 | 1.08% | 1.08% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | No change | 51,548 | 7,047 | 0.95% | 0.95% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 51,178 | 6,996 | 0.32% | 0.32% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial & Tax Architects, LLC | History | No change | 50,978 | 6,969 | 1.47% | 1.47% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 50,735 | 6,936 | 0.43% | 0.43% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlas Brown,Inc. | History | Added to | 42,347 | 6,891 | 1.82% | 1.55% | 119 | +59 | 0.14% | Q3 2026 | Oct 09, 2026 |
| VIKING FUND MANAGEMENT LLC | History | No change | 50,000 | 6,836 | 0.61% | 0.61% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Everhart Financial Group, Inc. | History | New | 41,417 | 6,740 | 0.42% | — | 121 | +41,417 | New | Q3 2026 | Oct 08, 2026 |
| Ethos Financial Group, LLC | History | No change | 42,684 | 6,690 | 0.45% | 0.45% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empire Life Investments Inc. | History | No change | 48,670 | 6,654 | 0.37% | 0.37% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 47,830 | 6,539 | 0.15% | 0.15% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orographic Financial Advisors, LLC | History | No change | 40,909 | 6,535 | 4.32% | 4.32% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 47,375 | 6,477 | 0.42% | 0.42% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 47,268 | 6,462 | 3.77% | 3.77% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 47,219 | 6,455 | 1.9% | 1.9% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 39,640 | 6,451 | 0.42% | — | 129 | +39,640 | New | Q3 2026 | Oct 08, 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | History | No change | 45,770 | 6,258 | 2.66% | 2.66% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 44,937 | 6,143 | 0.12% | 0.12% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 37,122 | 6,041 | 0.34% | 0.29% | 132 | +101 | 0.27% | Q3 2026 | Oct 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 43,405 | 5,934 | 0.23% | 0.23% | 133 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Altrius Capital Management Inc | History | No change | 43,052 | 5,886 | 1.12% | 1.12% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOSTER & MOTLEY INC | History | No change | 42,666 | 5,833 | 0.27% | 0.27% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 41,642 | 5,693 | 0.63% | 0.63% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Curbstone Financial Management Corp | History | No change | 41,214 | 5,634 | 0.96% | 0.96% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 40,981 | 5,602 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Morse Asset Management, Inc | History | No change | 40,793 | 5,577 | 0.92% | 0.92% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 40,280 | 5,507 | 0.19% | 0.19% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Select Asset Management & Trust | History | No change | 40,229 | 5,500 | 1.58% | 1.58% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 39,966 | 5,464 | 0.51% | 0.51% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 39,631 | 5,418 | 0.38% | 0.38% | 143 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| McAlister, Sweet & Associates, Inc. | History | New | 33,267 | 5,414 | 3.42% | — | 144 | +33,267 | New | Q3 2026 | Oct 07, 2026 |
| Financial Security Advisor, Inc. | History | No change | 39,491 | 5,399 | 0.88% | 0.88% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 39,186 | 5,357 | 0.78% | 0.78% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 38,889 | 5,316 | 1.07% | 1.07% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FourThought Financial Partners, LLC | History | No change | 38,235 | 5,227 | 0.4% | 0.4% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YHB Investment Advisors, Inc. | History | New | 31,704 | 5,159 | 0.33% | — | 149 | +31,704 | New | Q3 2026 | Oct 08, 2026 |
| Legacy Private Trust Co. | History | New | 31,521 | 5,130 | 0.28% | — | 150 | +31,521 | New | Q3 2026 | Oct 06, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | New | 31,208 | 5,079 | 0.48% | — | 151 | +31,208 | New | Q3 2026 | Oct 08, 2026 |
| InvesTrust | History | No change | 36,755 | 5,025 | 1.93% | 1.93% | 152 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hamilton Capital, LLC | History | New | 30,688 | 4,994 | 0.28% | — | 153 | +30,688 | New | Q3 2026 | Oct 08, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | New | 30,655 | 4,989 | 1.02% | — | 154 | +30,655 | New | Q3 2026 | Oct 09, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 36,478 | 4,987 | 0.44% | 0.44% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HF Advisory Group, LLC | History | New | 30,569 | 4,975 | 1.48% | — | 156 | +30,569 | New | Q3 2026 | Oct 09, 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | History | No change | 36,162 | 4,944 | 1.88% | 1.88% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 35,202 | 4,812 | 0.8% | 0.8% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 34,619 | 4,733 | 0.54% | 0.54% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BURNS J W & CO INC/NY | History | No change | 34,581 | 4,727 | 0.49% | 0.49% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Greenline Partners, LLC | History | No change | 34,296 | 4,688 | 0.48% | 0.48% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | Added to | 27,916 | 4,543 | 0.4% | 0.03% | 162 | +25,779 | 1206.32% | Q3 2026 | Oct 09, 2026 |
| Heritage Wealth Advisors | History | No change | 32,827 | 4,488 | 0.15% | 0.15% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 32,750 | 4,477 | 1.22% | 1.22% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | No change | 32,626 | 4,460 | 0.36% | 0.36% | 165 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 32,570 | 4,452 | 0.58% | 0.58% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Capital Advisors, Inc. | History | Reduced | 27,215 | 4,429 | 0.38% | 0.33% | 167 | -600 | -2.16% | Q3 2026 | Oct 06, 2026 |
| Sound Income Strategies, LLC | History | New | 26,194 | 4,413 | 0.2% | — | 168 | +26,194 | New | Q3 2026 | Oct 09, 2026 |
| Acropolis Investment Management, LLC | History | New | 26,895 | 4,377 | 0.18% | — | 169 | +26,895 | New | Q3 2026 | Oct 08, 2026 |
| NKCFO LLC | History | No change | 31,950 | 4,368 | 1.32% | 1.32% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STABLEFORD CAPITAL II LLC | History | New | 26,220 | 4,267 | 1.48% | — | 171 | +26,220 | New | Q3 2026 | Oct 08, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 26,032 | 4,236 | 0.28% | 0.22% | 172 | +1,810 | 7.47% | Q3 2026 | Oct 09, 2026 |
| CoreCap Advisors, LLC | History | New | 24,755 | 4,028 | 0.12% | — | 173 | +24,755 | New | Q3 2026 | Oct 08, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 29,264 | 4,000 | 0.8% | 0.8% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Worth Asset Management, LLC | History | Added to | 24,144 | 3,929 | 1.15% | 0.25% | 175 | +18,466 | 325.22% | Q3 2026 | Oct 07, 2026 |
| Exchange Bank | History | New | 24,017 | 3,908 | 2.42% | — | 176 | +24,017 | New | Q3 2026 | Oct 07, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | New | 23,853 | 3,882 | 0.92% | — | 177 | +23,853 | New | Q3 2026 | Oct 09, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 27,282 | 3,729 | 0.09% | 0.09% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVIDSON TRUST CO | History | New | 22,912 | 3,728 | 1.47% | — | 179 | +22,912 | New | Q3 2026 | Oct 09, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 26,910 | 3,679 | 0.59% | 0.59% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | New | 22,467 | 3,656 | 0.23% | — | 181 | +22,467 | New | Q3 2026 | Oct 09, 2026 |
| Quintet Private Bank (Europe) S.A. | History | New | 22,353 | 3,637 | 0.16% | — | 182 | +22,353 | New | Q3 2026 | Oct 08, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 26,521 | 3,625 | 0.14% | 0.14% | 183 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Colonial Trust Co / SC | History | No change | 26,338 | 3,600 | 0.46% | 0.46% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greenfield Savings Bank | History | New | 21,527 | 3,503 | 1.32% | — | 185 | +21,527 | New | Q3 2026 | Oct 07, 2026 |
| Athena Wealth Management, LLC | History | New | 21,323 | 3,470 | 2.49% | — | 186 | +21,323 | New | Q3 2026 | Oct 09, 2026 |
| Cadent Capital Advisors, LLC | History | New | 21,248 | 3,458 | 0.74% | — | 187 | +21,248 | New | Q3 2026 | Oct 09, 2026 |
| Stolper Co | History | No change | 25,234 | 3,450 | 0.89% | 0.89% | 188 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Red Spruce Capital, LLC | History | New | 21,101 | 3,434 | 1.21% | — | 189 | +21,101 | New | Q3 2026 | Oct 07, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 24,679 | 3,374 | 0.41% | 0.41% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALKEME WEALTH, LLC | History | New | 20,658 | 3,362 | 1.27% | — | 191 | +20,658 | New | Q3 2026 | Oct 07, 2026 |
| Bank & Trust Co | History | New | 20,658 | 3,362 | 2.11% | — | 192 | +20,658 | New | Q3 2026 | Oct 07, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 20,334 | 3,309 | 1.53% | 0.24% | 193 | +16,615 | 446.76% | Q3 2026 | Oct 09, 2026 |
| Fortis Group Advisors, LLC | History | No change | 24,013 | 3,282 | 0.52% | 0.52% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 19,794 | 3,221 | 0.36% | — | 195 | +19,794 | New | Q3 2026 | Oct 08, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 23,533 | 3,217 | 0.57% | 0.57% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 22,937 | 3,136 | 0.54% | 0.54% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aventura Private Wealth, LLC | History | No change | 22,357 | 3,056 | 0.94% | 0.94% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | New | 18,247 | 2,969 | 0.59% | — | 199 | +18,247 | New | Q3 2026 | Oct 08, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | New | 18,073 | 2,941 | 1.41% | — | 200 | +18,073 | New | Q3 2026 | Oct 08, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 20,204 | 2,931 | 0.35% | 0.35% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 17,967 | 2,924 | 0.18% | — | 202 | +17,967 | New | Q3 2026 | Oct 09, 2026 |
| IMA Advisory Services, Inc. | History | No change | 21,250 | 2,905 | 0.18% | 0.18% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| S.E.E.D. Planning Group LLC | History | New | 17,785 | 2,894 | 0.71% | — | 204 | +17,785 | New | Q3 2026 | Oct 07, 2026 |
| Adelphi Trust Co | History | New | 17,748 | 2,888 | 1.9% | — | 205 | +17,748 | New | Q3 2026 | Oct 05, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 20,838 | 2,848 | 0.44% | 0.44% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | New | 17,365 | 2,826 | 0.83% | — | 207 | +17,365 | New | Q3 2026 | Oct 08, 2026 |
| R.H. Dinel Investment Counsel, Inc. | History | No change | 20,442 | 2,794 | 2.15% | 2.15% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 19,868 | 2,716 | 1.05% | 1.05% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stiles Financial Services Inc | History | No change | 19,809 | 2,708 | 0.68% | 0.68% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATWOOD & PALMER INC | History | New | 16,554 | 2,694 | 0.14% | — | 211 | +16,554 | New | Q3 2026 | Oct 08, 2026 |
| Hummer Financial Advisory Services Inc | History | New | 16,550 | 2,693 | 1.76% | — | 212 | +16,550 | New | Q3 2026 | Oct 08, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 16,481 | 2,682 | 0.2% | — | 213 | +16,481 | New | Q3 2026 | Oct 08, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 19,467 | 2,661 | 0.44% | 0.44% | 214 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BOS Asset Management, LLC | History | New | 16,321 | 2,656 | 0.62% | — | 215 | +16,321 | New | Q3 2026 | Oct 09, 2026 |
| St. Clair Advisors, LLC | History | No change | 18,978 | 2,594 | 0.67% | 0.67% | 216 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | New | 15,919 | 2,590 | 1.84% | — | 217 | +15,919 | New | Q3 2026 | Oct 07, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 18,860 | 2,578 | 0.16% | 0.16% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corundum Group, Inc. | History | No change | 18,821 | 2,573 | 0.76% | 0.76% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 18,767 | 2,565 | 0.12% | 0.12% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XXI WEALTH, LLC | History | No change | 18,528 | 2,533 | 1.16% | 1.16% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 18,352 | 2,509 | 0.16% | 0.16% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 18,024 | 2,464 | 0.49% | 0.49% | 223 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| P.A.W. CAPITAL CORP | History | No change | 17,965 | 2,456 | 1.91% | 1.91% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peoples Bank/KS | History | New | 15,045 | 2,448 | 2.39% | — | 225 | +15,045 | New | Q3 2026 | Oct 09, 2026 |
| Monument Capital Management | History | New | 14,902 | 2,425 | 0.51% | — | 226 | +14,902 | New | Q3 2026 | Oct 08, 2026 |
| Colonial Trust Advisors | History | No change | 17,548 | 2,399 | 0.17% | 0.17% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Square, LLC | History | No change | 16,948 | 2,353 | 1.03% | 1.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | New | 14,357 | 2,336 | 0.08% | — | 229 | +14,357 | New | Q3 2026 | Oct 07, 2026 |
| Insight Wealth Strategies, LLC | History | New | 14,327 | 2,331 | 0.23% | — | 230 | +14,327 | New | Q3 2026 | Oct 09, 2026 |
| Quent Capital, LLC | History | No change | 16,980 | 2,321 | 0.14% | 0.14% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BONNESS ENTERPRISES INC | History | New | 14,185 | 2,308 | 0.75% | — | 232 | +14,185 | New | Q3 2026 | Oct 08, 2026 |
| FAIRFIELD, BUSH & CO. | History | No change | 16,837 | 2,301 | 1.13% | 1.13% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 16,815 | 2,298 | 0.15% | 0.15% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mirador Capital Partners LP | History | New | 14,046 | 2,285 | 0.27% | — | 235 | +14,046 | New | Q3 2026 | Oct 09, 2026 |
| Goodman Financial Corp | History | No change | 16,709 | 2,284 | 0.35% | 0.35% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HENDLEY & CO INC | History | No change | 16,702 | 2,283 | 0.81% | 0.81% | 237 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kensington Investment Counsel, LLC | History | No change | 16,670 | 2,279 | 0.99% | 0.99% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | No change | 16,538 | 2,261 | 0.15% | 0.15% | 239 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRING TURNER CAPITAL GROUP INC | History | No change | 14,230 | 2,203 | 1.26% | 1.26% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 13,494 | 2,196 | 0.39% | 0.34% | 241 | +28 | 0.21% | Q3 2026 | Oct 05, 2026 |
| Montz Harcus Wealth Management LLC | History | New | 13,442 | 2,187 | 0.77% | — | 242 | +13,442 | New | Q3 2026 | Oct 09, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 15,925 | 2,177 | 1.82% | 1.82% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 13,353 | 2,173 | 0.04% | — | 244 | +13,353 | New | Q3 2026 | Oct 01, 2026 |
| TrueWealth Advisors, LLC | History | New | 13,078 | 2,128 | 0.48% | — | 245 | +13,078 | New | Q3 2026 | Oct 08, 2026 |
| CENTRAL BANK & TRUST CO | History | New | 13,031 | 2,120 | 0.3% | — | 246 | +13,031 | New | Q3 2026 | Oct 09, 2026 |
| General Partner, Inc. | History | New | 12,578 | 2,047 | 1.1% | — | 247 | +12,578 | New | Q3 2026 | Oct 05, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | No change | 14,880 | 2,034 | 1.34% | 1.34% | 248 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Silicon Valley Capital Partners | History | No change | 14,539 | 1,987 | 0.16% | 0.16% | 249 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Vann Equity Management LLC | History | New | 12,158 | 1,978 | 1.18% | — | 250 | +12,158 | New | Q3 2026 | Oct 07, 2026 |
| Redwood Investment Management, LLC | History | No change | 14,261 | 1,950 | 0.19% | 0.19% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buckland Partners Management Co LLC | History | No change | 14,242 | 1,947 | 0.95% | 0.95% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asempa Wealth Advisors | History | New | 11,846 | 1,940 | 1.48% | — | 253 | +11,846 | New | Q3 2026 | Oct 07, 2026 |
| Castleview Partners, LLC | History | New | 11,913 | 1,938 | 0.85% | — | 254 | +11,913 | New | Q3 2026 | Oct 09, 2026 |
| Weaver Consulting Group | History | New | 11,876 | 1,932 | 0.38% | — | 255 | +11,876 | New | Q3 2026 | Oct 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 13,993 | 1,913 | 0.12% | 0.12% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EPIQ PARTNERS, LLC | History | New | 11,713 | 1,906 | 0.82% | — | 257 | +11,713 | New | Q3 2026 | Oct 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 13,755 | 1,880 | 0.71% | 0.71% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| High Note Wealth, LLC | History | No change | 13,698 | 1,872 | 0.32% | 0.32% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 13,568 | 1,854 | 0.42% | 0.42% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 13,130 | 1,795 | 0.74% | 0.74% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hexagon Capital Partners LLC | History | No change | 13,117 | 1,793 | 0.25% | 0.25% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 13,085 | 1,788 | 0.69% | 0.69% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KFA Private Wealth Group, LLC | History | New | 10,918 | 1,777 | 0.42% | — | 264 | +10,918 | New | Q3 2026 | Oct 07, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 10,830 | 1,762 | 1.51% | — | 265 | +10,830 | New | Q3 2026 | Oct 09, 2026 |
| Whalen Wealth Management Inc. | History | New | 10,823 | 1,761 | 0.75% | — | 266 | +10,823 | New | Q3 2026 | Oct 08, 2026 |
| L & S Advisors Inc | History | No change | 12,718 | 1,738 | 0.18% | 0.18% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WFA of San Diego, LLC | History | No change | 10,888 | 1,726 | 1.41% | 1.41% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 12,548 | 1,715 | 0.35% | 0.35% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PUREfi Wealth, LLC | History | No change | 12,542 | 1,714 | 0.94% | 0.94% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 10,371 | 1,687 | 0.17% | — | 271 | +10,371 | New | Q3 2026 | Oct 08, 2026 |
| M.E. ALLISON & CO., INC. | History | New | 10,216 | 1,662 | 0.93% | — | 272 | +10,216 | New | Q3 2026 | Oct 08, 2026 |
| Dupree Financial Group, LLC | History | New | 10,211 | 1,661 | 0.6% | — | 273 | +10,211 | New | Q3 2026 | Oct 09, 2026 |
| DIAMANT ASSET MANAGEMENT, INC. | History | No change | 12,141 | 1,659 | 1.13% | 1.13% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nadler Financial Group, Inc. | History | No change | 12,078 | 1,651 | 0.14% | 0.14% | 275 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LifeSteps Financial, Inc. | History | No change | 12,052 | 1,647 | 0.77% | 0.77% | 276 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | No change | 11,551 | 1,579 | 0.21% | 0.21% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | New | 9,699 | 1,578 | 0.1% | — | 278 | +9,699 | New | Q3 2026 | Oct 08, 2026 |
| Root Financial Partners, LLC | History | No change | 11,438 | 1,563 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthquest Corp | History | No change | 11,384 | 1,556 | 0.1% | 0.1% | 280 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Old Port Advisors | History | No change | 11,319 | 1,547 | 0.3% | 0.3% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Olistico Wealth, LLC | History | Reduced | 9,485 | 1,543 | 0.65% | 0.56% | 282 | -24 | -0.25% | Q3 2026 | Oct 05, 2026 |
| Osprey Private Wealth LLC | History | No change | 11,193 | 1,530 | 0.4% | 0.4% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Factor Wealth Management LTD | History | New | 9,091 | 1,479 | 0.23% | — | 285 | +9,091 | New | Q3 2026 | Oct 08, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 10,819 | 1,479 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Princeton Global Asset Management LLC | History | No change | 10,767 | 1,472 | 0.21% | 0.21% | 286 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 10,745 | 1,469 | 0.18% | 0.18% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 10,729 | 1,466 | 0.34% | 0.34% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rise Advisors, LLC | History | No change | 10,582 | 1,446 | 0.41% | 0.41% | 289 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bullock Wealth Management Group | History | Added to | 8,785 | 1,439 | 0.6% | 0.52% | 290 | +23 | 0.26% | Q3 2026 | Oct 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 10,403 | 1,422 | 0.14% | 0.14% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westend Capital Management, LLC | History | No change | 10,400 | 1,421 | 0.33% | 0.33% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REXFORD CAPITAL INC | History | No change | 10,316 | 1,410 | 0.86% | 0.86% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RTD Financial Advisors, Inc. | History | New | 8,659 | 1,409 | 0.15% | — | 294 | +8,659 | New | Q3 2026 | Oct 09, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 8,592 | 1,398 | 0.11% | 0.09% | 295 | +138 | 1.63% | Q3 2026 | Oct 05, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 8,574 | 1,395 | 0.16% | — | 296 | +8,574 | New | Q3 2026 | Oct 09, 2026 |
| Strong Retirement Solutions LLC | History | New | 8,524 | 1,387 | 0.78% | — | 297 | +8,524 | New | Q3 2026 | Oct 07, 2026 |
| Smart Money Group LLC | History | No change | 10,073 | 1,377 | 0.35% | 0.35% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Athena Investment Management | History | No change | 9,979 | 1,364 | 0.81% | 0.81% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 9,826 | 1,343 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |