30233Q108

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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. Details.
Showing first 300 of 396 rows for faster page load. Load all rows.
Rows: 0
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 New 4,222,319 577,275 0.95% 1 +4,222,319 New Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History New 2,671,103 365,193 1.26% 2 +2,671,103 New Q2 2026 Aug 10, 2026
Cullen Capital Management, LLC History New 1,492,052 203,993 2.01% 3 +1,492,052 New Q2 2026 Aug 13, 2026
GREAT LAKES ADVISORS, LLC History New 1,441,371 197,064 1.5% 4 +1,441,371 New Q2 2026 Aug 10, 2026
ADAMS NATURAL RESOURCES FUND, INC. History New 1,346,355 184,073 24.13% 5 +1,346,355 New Q2 2026 Jul 22, 2026
Bogart Wealth, LLC History New 1,202,952 164,467 5.64% 6 +1,202,952 New Q2 2026 Jul 24, 2026
Bahl & Gaynor LLC History New 866,409 118,455 0.55% 7 +866,409 New Q2 2026 Aug 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History New 651,044 89,010 1.86% 8 +651,044 New Q2 2026 Jul 31, 2026
ARGENT CAPITAL MANAGEMENT LLC History New 537,947 73,548 2.32% 9 +537,947 New Q2 2026 Jul 15, 2026
S&CO INC History New 526,003 71,915 4.15% 10 +526,003 New Q2 2026 Aug 06, 2026
Quotient Wealth Partners, LLC History New 475,070 64,951 1.53% 11 +475,070 New Q2 2026 Aug 03, 2026
FOUNDATION RESOURCE MANAGEMENT INC History New 420,834 57,536 6.69% 12 +420,834 New Q2 2026 Jul 21, 2026
DAYMARK WEALTH PARTNERS, LLC History New 325,142 44,453 1.08% 13 +325,142 New Q2 2026 Jul 31, 2026
Williams Jones Wealth Management, LLC. History New 296,164 40,491 0.46% 14 +296,164 New Q2 2026 Aug 05, 2026
Confluence Wealth Services, Inc. History New 294,079 40,206 1.15% 15 +294,079 New Q2 2026 Jul 22, 2026
MARTINGALE ASSET MANAGEMENT L P History New 273,090 37,336 0.88% 16 +273,090 New Q2 2026 Aug 13, 2026
Hikari Power Ltd History New 252,500 34,522 4.04% 17 +252,500 New Q2 2026 Aug 06, 2026
LVM CAPITAL MANAGEMENT LTD/MI History New 248,897 34,029 2.85% 18 +248,897 New Q2 2026 Jul 09, 2026
Willis Investment Counsel History New 246,874 33,752 1.61% 19 +246,874 New Q2 2026 Aug 03, 2026
McGowan Group Asset Management, Inc. History New 243,426 33,281 4.04% 20 +243,426 New Q2 2026 Aug 12, 2026
Clear Trail Advisors, LLC History New 235,825 32,241 4.92% 21 +235,825 New Q2 2026 Jul 21, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 228,323 31,216 0.38% 22 +228,323 New Q2 2026 Jul 23, 2026
CULLINAN ASSOCIATES INC History New 210,525 28,782 2.18% 23 +210,525 New Q2 2026 Jul 29, 2026
Azimuth Capital Investment Management LLC History New 208,690 28,532 0.96% 24 +208,690 New Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History New 207,934 28,428 0.43% 25 +207,934 New Q2 2026 Aug 10, 2026
Madison Asset Management, LLC History New 207,414 28,357 0.34% 26 +207,414 New Q2 2026 Aug 10, 2026
Fifth Third Wealth Advisors LLC History New 204,823 28,003 0.78% 27 +204,823 New Q2 2026 Jul 17, 2026
ST GERMAIN D J CO INC History New 201,117 27,496 0.99% 28 +201,117 New Q2 2026 Jul 21, 2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC History New 197,612 27,017 3.31% 29 +197,612 New Q2 2026 Aug 07, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History New 197,161 26,955 2.21% 30 +197,161 New Q2 2026 Jul 16, 2026
GARDNER RUSSO & QUINN LLC History New 181,200 24,773 0.28% 31 +181,200 New Q2 2026 Aug 13, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History New 170,394 23,296 1.22% 32 +170,394 New Q2 2026 Jul 13, 2026
Crestwood Advisors Group, LLC History New 168,072 22,978 0.34% 33 +168,072 New Q2 2026 Aug 03, 2026
Icon Wealth Advisors, LLC History New 155,708 21,288 1.28% 34 +155,708 New Q2 2026 Aug 05, 2026
Cyndeo Wealth Partners, LLC History New 153,038 20,923 0.99% 35 +153,038 New Q2 2026 Jul 21, 2026
ROTHSCHILD INVESTMENT LLC History New 149,044 20,377 0.76% 36 +149,044 New Q2 2026 Aug 06, 2026
South Dakota Investment Council History New 145,930 19,952 0.34% 37 +145,930 New Q2 2026 Aug 11, 2026
LEE DANNER & BASS INC History New 144,891 19,809 1.14% 38 +144,891 New Q2 2026 Jul 21, 2026
OpenArc Corporate Advisory, LLC History New 143,034 19,555 0.23% 39 +143,034 New Q2 2026 Aug 05, 2026
Stonebridge Capital Advisors LLC History New 135,930 18,584 1.19% 40 +135,930 New Q2 2026 Aug 12, 2026
Allied Investment Advisors, LLC History New 128,268 17,536 2.2% 41 +128,268 New Q2 2026 Jul 20, 2026
ABNER HERRMAN & BROCK LLC History New 126,765 17,331 1.65% 42 +126,765 New Q2 2026 Jul 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 125,803 17,199 0.38% 43 +125,803 New Q2 2026 Jul 17, 2026
Cheviot Value Management, LLC History New 124,616 17,037 1.73% 44 +124,616 New Q2 2026 Aug 06, 2026
Quantitative Investment Management, LLC History New 123,394 16,870 1.84% 45 +123,394 New Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History New 121,250 16,577 0.38% 46 +121,250 New Q2 2026 Jul 22, 2026
LYNCH & ASSOCIATES/IN History New 119,507 16,338 2.85% 47 +119,507 New Q2 2026 Jul 13, 2026
HARBOUR INVESTMENTS, INC. History New 114,436 15,645 0.21% 48 +114,436 New Q2 2026 Aug 12, 2026
FRED ALGER MANAGEMENT, LLC History New 113,800 15,558 0.05% 49 +113,800 New Q2 2026 Aug 14, 2026
LATHROP INVESTMENT MANAGEMENT CO History New 112,053 15,320 2.71% 50 +112,053 New Q2 2026 Aug 10, 2026
HARVEY INVESTMENT CO LLC History New 111,699 15,271 1.66% 51 +111,699 New Q2 2026 Jul 22, 2026
CERTUITY, LLC History New 105,578 14,434 0.71% 52 +105,578 New Q2 2026 Jul 28, 2026
JOHN G ULLMAN & ASSOCIATES INC History New 104,450 14,280 1.73% 53 +104,450 New Q2 2026 Aug 11, 2026
Wellington Shields Capital Management, LLC History New 102,822 14,057 1.78% 54 +102,822 New Q2 2026 Aug 10, 2026
TOWER BRIDGE ADVISORS History New 101,825 13,921 1.26% 55 +101,825 New Q2 2026 Aug 12, 2026
Valeo Financial Advisors, LLC History New 100,404 13,726 0.29% 56 +100,404 New Q2 2026 Jul 08, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 98,049 13,405 0.9% 57 +98,049 New Q2 2026 Aug 04, 2026
NAVELLIER & ASSOCIATES INC History New 95,411 13,044 1.03% 58 +95,411 New Q2 2026 Aug 04, 2026
Ipswich Investment Management Co., Inc. History New 89,933 12,295 2.6% 59 +89,933 New Q2 2026 Jul 16, 2026
Parallel Advisors, LLC History New 88,355 12,080 0.18% 60 +88,355 New Q2 2026 Aug 05, 2026
Warther Private Wealth, LLC History New 88,251 12,065 2.65% 61 +88,251 New Q2 2026 Aug 14, 2026
Allen Mooney & Barnes Investment Advisors LLC History New 85,466 11,684 1.78% 62 +85,466 New Q2 2026 Jul 13, 2026
Southeast Asset Advisors, LLC History New 85,332 11,666 1.18% 63 +85,332 New Q2 2026 Aug 14, 2026
Nilsine Partners, LLC History New 83,492 11,415 0.79% 64 +83,492 New Q2 2026 Jul 24, 2026
EVENTIDE ASSET MANAGEMENT, LLC History New 83,010 11,294 0.15% 65 +83,010 New Q2 2026 Aug 14, 2026
Tufton Capital Management History New 81,728 11,173 1.87% 66 +81,728 New Q2 2026 Jul 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 79,922 10,926 0.52% 67 +79,922 New Q2 2026 Jul 23, 2026
SYON CAPITAL LLC History New 79,377 10,852 0.47% 68 +79,377 New Q2 2026 Aug 14, 2026
ROWLANDMILLER & PARTNERS.ADV History New 79,239 10,833 1.97% 69 +79,239 New Q2 2026 Jul 23, 2026
Wellington Shields & Co., LLC History New 78,755 10,767 2.41% 70 +78,755 New Q2 2026 Aug 10, 2026
Washington Trust Advisors, Inc. History New 78,246 10,697 0.79% 71 +78,246 New Q2 2026 Jul 29, 2026
Franklin, Parlapiano, Turner & Welch, LLC History New 71,818 9,819 2.22% 72 +71,818 New Q2 2026 Jul 09, 2026
NTV ASSET MANAGEMENT LLC History New 69,250 9,467 0.93% 73 +69,250 New Q2 2026 Aug 05, 2026
Baldwin Investment Management, LLC History New 67,677 9,252 0.89% 74 +67,677 New Q2 2026 Jul 28, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 67,576 9,239 0.14% 75 +67,576 New Q2 2026 Aug 03, 2026
PHILADELPHIA TRUST CO History New 64,598 8,832 0.57% 76 +64,598 New Q2 2026 Aug 10, 2026
QV Investors Inc. History New 63,161 8,635 0.66% 77 +63,161 New Q2 2026 Jul 21, 2026
Knuff & Co LLC History New 62,922 8,602 2.18% 78 +62,922 New Q2 2026 Aug 10, 2026
Mengis Capital Management, Inc. History New 62,238 8,509 1.29% 79 +62,238 New Q2 2026 Jul 28, 2026
WHALEROCK POINT PARTNERS, LLC History New 61,678 8,432 1.44% 80 +61,678 New Q2 2026 Aug 13, 2026
BCM ADVISORS, LLC History New 53,050 8,325 1.62% 81 +53,050 New Q2 2026 Jul 28, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History New 60,671 8,295 0.4% 82 +60,671 New Q2 2026 Aug 11, 2026
SENTINEL TRUST CO LBA History New 59,816 8,178 0.72% 83 +59,816 New Q2 2026 Jul 13, 2026
Elyxium Wealth, LLC History New 58,100 7,943 0.83% 84 +58,100 New Q2 2026 Aug 03, 2026
MCDANIEL TERRY & CO History New 57,973 7,926 0.62% 85 +57,973 New Q2 2026 Jul 30, 2026
North Star Investment Management Corp. History New 57,716 7,890 0.43% 86 +57,716 New Q2 2026 Jul 28, 2026
Alteri Wealth LLC History New 56,283 7,694 2.12% 87 +56,283 New Q2 2026 Jul 29, 2026
SIT INVESTMENT ASSOCIATES INC History New 55,225 7,550 0.14% 88 +55,225 New Q2 2026 Aug 12, 2026
DOHENY ASSET MANAGEMENT /CA History New 53,624 7,331 4.25% 89 +53,624 New Q2 2026 Aug 10, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History New 53,233 7,278 0.92% 90 +53,233 New Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History New 52,456 7,171 0.36% 91 +52,456 New Q2 2026 Jul 23, 2026
Violich Capital Management, Inc. History New 52,425 7,167 0.78% 92 +52,425 New Q2 2026 Jul 16, 2026
MITCHELL CAPITAL MANAGEMENT CO History New 52,137 7,128 1.08% 93 +52,137 New Q2 2026 Jul 30, 2026
WILKINS INVESTMENT COUNSEL INC History New 51,548 7,047 0.95% 94 +51,548 New Q2 2026 Aug 06, 2026
AdvisorNet Financial, Inc History New 51,178 6,996 0.32% 95 +51,178 New Q2 2026 Jul 23, 2026
Financial & Tax Architects, LLC History New 50,978 6,969 1.47% 96 +50,978 New Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History New 50,735 6,936 0.43% 97 +50,735 New Q2 2026 Aug 12, 2026
VIKING FUND MANAGEMENT LLC History New 50,000 6,836 0.61% 98 +50,000 New Q2 2026 Jul 13, 2026
Ethos Financial Group, LLC History New 42,684 6,690 0.45% 99 +42,684 New Q2 2026 Aug 07, 2026
Empire Life Investments Inc. History New 48,670 6,654 0.37% 100 +48,670 New Q2 2026 Jul 24, 2026
Keystone Financial Planning, Inc. History New 47,994 6,561 1.69% 101 +47,994 New Q2 2026 Jul 15, 2026
Deane Retirement Strategies, Inc. History New 47,958 6,555 2.78% 102 +47,958 New Q2 2026 Jul 08, 2026
Hillsdale Investment Management Inc. History New 47,830 6,539 0.15% 103 +47,830 New Q2 2026 Aug 12, 2026
Orographic Financial Advisors, LLC History New 40,909 6,535 4.32% 104 +40,909 New Q2 2026 Aug 13, 2026
SMITH, MOORE & CO. History New 47,375 6,477 0.42% 105 +47,375 New Q2 2026 Aug 12, 2026
BRIAN LOW FINANCIAL GROUP, LLC History New 47,268 6,462 3.77% 106 +47,268 New Q2 2026 Jul 28, 2026
JEPPSON WEALTH MANAGEMENT, LLC History New 47,219 6,455 1.9% 107 +47,219 New Q2 2026 Aug 04, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History New 45,770 6,258 2.66% 108 +45,770 New Q2 2026 Jul 28, 2026
BECK MACK & OLIVER LLC History New 44,937 6,143 0.12% 109 +44,937 New Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History New 43,405 5,934 0.23% 110 +43,405 New Q2 2026 Aug 17, 2026
Altrius Capital Management Inc History New 43,052 5,886 1.12% 111 +43,052 New Q2 2026 Aug 13, 2026
FOSTER & MOTLEY INC History New 42,666 5,833 0.27% 112 +42,666 New Q2 2026 Aug 07, 2026
Atlas Brown,Inc. History New 42,288 5,781 1.55% 113 +42,288 New Q2 2026 Jul 09, 2026
GREATMARK INVESTMENT PARTNERS, INC. History New 41,642 5,693 0.63% 114 +41,642 New Q2 2026 Jul 24, 2026
Curbstone Financial Management Corp History New 41,214 5,634 0.96% 115 +41,214 New Q2 2026 Jul 14, 2026
Nicholas Hoffman & Company, LLC. History New 40,981 5,602 0.12% 116 +40,981 New Q2 2026 Aug 04, 2026
Morse Asset Management, Inc History New 40,793 5,577 0.92% 117 +40,793 New Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History New 40,280 5,507 0.19% 118 +40,280 New Q2 2026 Jul 24, 2026
Select Asset Management & Trust History New 40,229 5,500 1.58% 119 +40,229 New Q2 2026 Aug 11, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 39,966 5,464 0.51% 120 +39,966 New Q2 2026 Jul 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 39,631 5,418 0.38% 121 +39,631 New Q2 2026 Jul 07, 2026
Financial Security Advisor, Inc. History New 39,491 5,399 0.88% 122 +39,491 New Q2 2026 Aug 11, 2026
BURLING WEALTH PARTNERS, LLC History New 39,186 5,357 0.78% 123 +39,186 New Q2 2026 Aug 04, 2026
Fairvoy Private Wealth, LLC History New 38,889 5,316 1.07% 124 +38,889 New Q2 2026 Jul 17, 2026
FourThought Financial Partners, LLC History New 38,235 5,227 0.4% 125 +38,235 New Q2 2026 Aug 12, 2026
VALLEY WEALTH MANAGERS, INC. History New 37,021 5,061 0.29% 126 +37,021 New Q2 2026 Aug 04, 2026
InvesTrust History New 36,755 5,025 1.93% 127 +36,755 New Q2 2026 Jul 14, 2026
CARRET ASSET MANAGEMENT, LLC History New 36,478 4,987 0.44% 128 +36,478 New Q2 2026 Aug 04, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History New 36,162 4,944 1.88% 129 +36,162 New Q2 2026 Aug 14, 2026
PRECEDENT WEALTH PARTNERS, LLC History New 35,202 4,812 0.8% 130 +35,202 New Q2 2026 Jul 21, 2026
Premier Path Wealth Partners, LLC History New 34,619 4,733 0.54% 131 +34,619 New Q2 2026 Jul 21, 2026
BURNS J W & CO INC/NY History New 34,581 4,727 0.49% 132 +34,581 New Q2 2026 Jul 15, 2026
Greenline Partners, LLC History New 34,296 4,688 0.48% 133 +34,296 New Q2 2026 Aug 14, 2026
Heritage Wealth Advisors History New 32,827 4,488 0.15% 134 +32,827 New Q2 2026 Aug 14, 2026
Commonwealth Retirement Investments LLC History New 32,750 4,477 1.22% 135 +32,750 New Q2 2026 Aug 03, 2026
LRI Investments, LLC History New 32,626 4,460 0.36% 136 +32,626 New Q2 2026 Jul 14, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History New 32,570 4,452 0.58% 137 +32,570 New Q2 2026 Jul 24, 2026
NKCFO LLC History New 31,950 4,368 1.32% 138 +31,950 New Q2 2026 Aug 13, 2026
Grey Ledge Advisors, LLC History New 29,264 4,000 0.8% 139 +29,264 New Q2 2026 Jul 27, 2026
Private Capital Advisors, Inc. History New 27,815 3,802 0.33% 140 +27,815 New Q2 2026 Jul 24, 2026
CHILTON INVESTMENT CO INC. History New 27,282 3,729 0.09% 141 +27,282 New Q2 2026 Aug 14, 2026
AMARILLO NATIONAL BANK History New 26,910 3,679 0.59% 142 +26,910 New Q2 2026 Jul 15, 2026
NORTH STAR ASSET MANAGEMENT INC History New 26,521 3,625 0.14% 143 +26,521 New Q2 2026 Aug 18, 2026
Colonial Trust Co / SC History New 26,338 3,600 0.46% 144 +26,338 New Q2 2026 Aug 11, 2026
Stolper Co History New 25,234 3,450 0.89% 145 +25,234 New Q2 2026 Jul 14, 2026
Legacy Financial Advisors, Inc. History New 24,679 3,374 0.41% 146 +24,679 New Q2 2026 Aug 05, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History New 24,222 3,311 0.22% 147 +24,222 New Q2 2026 Jul 21, 2026
Fortis Group Advisors, LLC History New 24,013 3,282 0.52% 148 +24,013 New Q2 2026 Jul 24, 2026
Ramsay, Stattman, Vela & Price, Inc. History New 23,533 3,217 0.57% 149 +23,533 New Q2 2026 Aug 04, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History New 22,937 3,136 0.54% 150 +22,937 New Q2 2026 Aug 04, 2026
Aventura Private Wealth, LLC History New 22,357 3,056 0.94% 151 +22,357 New Q2 2026 Jul 15, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 20,204 2,931 0.35% 152 +20,204 New Q2 2026 Aug 12, 2026
IMA Advisory Services, Inc. History New 21,250 2,905 0.18% 153 +21,250 New Q2 2026 Aug 10, 2026
PRESILIUM PRIVATE WEALTH, LLC History New 20,838 2,848 0.44% 154 +20,838 New Q2 2026 Jul 22, 2026
R.H. Dinel Investment Counsel, Inc. History New 20,442 2,794 2.15% 155 +20,442 New Q2 2026 Jul 13, 2026
Resolute Wealth Strategies, LLC History New 19,868 2,716 1.05% 156 +19,868 New Q2 2026 Aug 12, 2026
Stiles Financial Services Inc History New 19,809 2,708 0.68% 157 +19,809 New Q2 2026 Aug 12, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History New 19,467 2,661 0.44% 158 +19,467 New Q2 2026 Aug 04, 2026
St. Clair Advisors, LLC History New 18,978 2,594 0.67% 159 +18,978 New Q2 2026 Jul 06, 2026
LYELL WEALTH MANAGEMENT, LP History New 18,860 2,578 0.16% 160 +18,860 New Q2 2026 Aug 05, 2026
Corundum Group, Inc. History New 18,821 2,573 0.76% 161 +18,821 New Q2 2026 Aug 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 18,767 2,565 0.12% 162 +18,767 New Q2 2026 Jul 28, 2026
XXI WEALTH, LLC History New 18,528 2,533 1.16% 163 +18,528 New Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 18,352 2,509 0.16% 164 +18,352 New Q2 2026 Aug 13, 2026
Integrated Investment Consultants, LLC History New 18,024 2,464 0.49% 165 +18,024 New Q2 2026 Aug 17, 2026
P.A.W. CAPITAL CORP History New 17,965 2,456 1.91% 166 +17,965 New Q2 2026 Jul 28, 2026
Colonial Trust Advisors History New 17,548 2,399 0.17% 167 +17,548 New Q2 2026 Aug 11, 2026
Capital Square, LLC History New 16,948 2,353 1.03% 168 +16,948 New Q2 2026 Aug 12, 2026
Quent Capital, LLC History New 16,980 2,321 0.14% 169 +16,980 New Q2 2026 Aug 07, 2026
FAIRFIELD, BUSH & CO. History New 16,837 2,301 1.13% 170 +16,837 New Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History New 16,815 2,298 0.15% 171 +16,815 New Q2 2026 Aug 04, 2026
Goodman Financial Corp History New 16,709 2,284 0.35% 172 +16,709 New Q2 2026 Jul 29, 2026
HENDLEY & CO INC History New 16,702 2,283 0.81% 173 +16,702 New Q2 2026 Jul 14, 2026
Kensington Investment Counsel, LLC History New 16,670 2,279 0.99% 174 +16,670 New Q2 2026 Aug 14, 2026
VICUS CAPITAL History New 16,538 2,261 0.15% 175 +16,538 New Q2 2026 Aug 05, 2026
PRING TURNER CAPITAL GROUP INC History New 14,230 2,203 1.26% 176 +14,230 New Q2 2026 Aug 10, 2026
Cypress Capital Management LLC (WY) History New 15,925 2,177 1.82% 177 +15,925 New Q2 2026 Aug 06, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History New 14,880 2,034 1.34% 178 +14,880 New Q2 2026 Jul 10, 2026
Redwood Investment Management, LLC History New 14,261 1,950 0.19% 179 +14,261 New Q2 2026 Aug 14, 2026
Buckland Partners Management Co LLC History New 14,242 1,947 0.95% 180 +14,242 New Q2 2026 Aug 07, 2026
COZAD ASSET MANAGEMENT INC History New 13,993 1,913 0.12% 181 +13,993 New Q2 2026 Aug 14, 2026
CALDWELL SUTTER CAPITAL, INC. History New 13,755 1,880 0.71% 182 +13,755 New Q2 2026 Aug 05, 2026
High Note Wealth, LLC History New 13,698 1,872 0.32% 183 +13,698 New Q2 2026 Jul 23, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History New 13,568 1,854 0.42% 184 +13,568 New Q2 2026 Aug 07, 2026
Rosenberg Matthew Hamilton History New 13,466 1,841 0.34% 185 +13,466 New Q2 2026 Jul 17, 2026
Plotkin Financial Advisors, LLC History New 13,130 1,795 0.74% 186 +13,130 New Q2 2026 Aug 14, 2026
Hexagon Capital Partners LLC History New 13,117 1,793 0.25% 187 +13,117 New Q2 2026 Aug 06, 2026
WEIK CAPITAL MANAGEMENT History New 13,085 1,788 0.69% 188 +13,085 New Q2 2026 Aug 12, 2026
L & S Advisors Inc History New 12,718 1,738 0.18% 189 +12,718 New Q2 2026 Aug 12, 2026
WFA of San Diego, LLC History New 10,888 1,726 1.41% 190 +10,888 New Q2 2026 Aug 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 12,548 1,715 0.35% 191 +12,548 New Q2 2026 Jul 17, 2026
PUREfi Wealth, LLC History New 12,542 1,714 0.94% 192 +12,542 New Q2 2026 Jul 27, 2026
DIAMANT ASSET MANAGEMENT, INC. History New 12,141 1,659 1.13% 193 +12,141 New Q2 2026 Jul 30, 2026
Nadler Financial Group, Inc. History New 12,078 1,651 0.14% 194 +12,078 New Q2 2026 Jul 29, 2026
LifeSteps Financial, Inc. History New 12,052 1,647 0.77% 195 +12,052 New Q2 2026 Jul 17, 2026
AUXIER ASSET MANAGEMENT LLC History New 11,551 1,579 0.21% 196 +11,551 New Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 11,438 1,563 0.06% 197 +11,438 New Q2 2026 Jul 29, 2026
Wealthquest Corp History New 11,384 1,556 0.1% 198 +11,384 New Q2 2026 Jul 23, 2026
Old Port Advisors History New 11,319 1,547 0.3% 199 +11,319 New Q2 2026 Jul 21, 2026
Osprey Private Wealth LLC History New 11,193 1,530 0.4% 200 +11,193 New Q2 2026 Aug 03, 2026
NORRIS PERNE & FRENCH LLP/MI History New 10,819 1,479 0.09% 201 +10,819 New Q2 2026 Jul 21, 2026
Princeton Global Asset Management LLC History New 10,767 1,472 0.21% 202 +10,767 New Q2 2026 Jul 16, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History New 10,745 1,469 0.18% 203 +10,745 New Q2 2026 Aug 05, 2026
Shah Wealth Advisors, LLC History New 10,729 1,466 0.34% 204 +10,729 New Q2 2026 Aug 07, 2026
Rise Advisors, LLC History New 10,582 1,446 0.41% 205 +10,582 New Q2 2026 Jul 10, 2026
CAHILL FINANCIAL ADVISORS INC History New 10,403 1,422 0.14% 206 +10,403 New Q2 2026 Aug 11, 2026
Westend Capital Management, LLC History New 10,400 1,421 0.33% 207 +10,400 New Q2 2026 Aug 07, 2026
REXFORD CAPITAL INC History New 10,316 1,410 0.86% 208 +10,316 New Q2 2026 Jul 29, 2026
Smart Money Group LLC History New 10,073 1,377 0.35% 209 +10,073 New Q2 2026 Jul 29, 2026
Athena Investment Management History New 9,979 1,364 0.81% 210 +9,979 New Q2 2026 Aug 06, 2026
Arax Advisory Partners History New 9,826 1,343 0.01% 211 +9,826 New Q2 2026 Aug 10, 2026
WEST PACES ADVISORS INC. History New 9,801 1,339 0.22% 213 +9,801 New Q2 2026 Jul 17, 2026
COERENTE CAPITAL MANAGEMENT History New 9,798 1,339 0.25% 212 +9,798 New Q2 2026 Jul 22, 2026
Park Place Capital Corp History New 9,757 1,333 0.21% 214 +9,757 New Q2 2026 Aug 13, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History New 9,546 1,305 0.26% 215 +9,546 New Q2 2026 Jul 22, 2026
Olistico Wealth, LLC History New 9,509 1,300 0.56% 216 +9,509 New Q2 2026 Jul 13, 2026
WIMMER ASSOCIATES 1, LLC History New 9,364 1,280 0.58% 217 +9,364 New Q2 2026 Aug 14, 2026
BEARING POINT CAPITAL, LLC History New 9,324 1,274 0.17% 218 +9,324 New Q2 2026 Aug 11, 2026
INVENIO WEALTH PARTNERS LLC History New 9,189 1,256 0.45% 219 +9,189 New Q2 2026 Jul 30, 2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ History New 8,852 1,210 1.56% 220 +8,852 New Q2 2026 Aug 10, 2026
Cohen Capital Management, Inc. History New 8,850 1,209 0.16% 221 +8,850 New Q2 2026 Jul 07, 2026
Bullock Wealth Management Group History New 8,762 1,194 0.52% 222 +8,762 New Q2 2026 Aug 19, 2026
KICKSTAND VENTURES, LLC. History New 8,717 1,191 0.22% 223 +8,717 New Q2 2026 Jul 30, 2026
Mosley Wealth Management History New 8,554 1,169 0.37% 224 +8,554 New Q2 2026 Jul 23, 2026
Mascagni Wealth Management, Inc. History New 8,527 1,165 0.72% 225 +8,527 New Q2 2026 Jul 31, 2026
CONSILIO WEALTH ADVISORS, LLC History New 8,486 1,160 0.28% 226 +8,486 New Q2 2026 Aug 10, 2026
Landing Point Financial Group, LLC History New 8,456 1,156 0.39% 227 +8,456 New Q2 2026 Aug 06, 2026
MILLER HOWARD INVESTMENTS INC /NY History New 8,454 1,155 0.03% 228 +8,454 New Q2 2026 Jul 31, 2026
Heartwood Wealth Advisors LLC History New 8,454 1,155 0.09% 229 +8,454 New Q2 2026 Jul 17, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 8,435 1,153 1.03% 1.41% 230 0 0.0% Q2 2026 Aug 05, 2026
DMC Group, LLC History New 8,392 1,147 0.79% 231 +8,392 New Q2 2026 Jul 28, 2026
Lodestone Wealth Management LLC History New 8,281 1,132 0.4% 232 +8,281 New Q2 2026 Jul 23, 2026
Advisors Preferred, LLC History New 8,200 1,124 0.17% 233 +8,200 New Q2 2026 Aug 11, 2026
Traveka Wealth, LLC History New 8,121 1,110 0.37% 234 +8,121 New Q2 2026 Jul 21, 2026
Davis Capital Management History New 8,067 1,102 0.65% 235 +8,067 New Q2 2026 Jul 16, 2026
ARGUS INVESTORS' COUNSEL, INC. History New 7,893 1,079 0.83% 236 +7,893 New Q2 2026 Jul 31, 2026
Provident Living Financial Services, Inc. History New 7,827 1,070 1.05% 237 +7,827 New Q2 2026 Aug 05, 2026
Lumbard & Kellner, LLC History New 7,826 1,069 0.32% 238 +7,826 New Q2 2026 Aug 06, 2026
Pointe Capital Management LLC History New 7,586 1,037 0.46% 239 +7,586 New Q2 2026 Aug 14, 2026
Plante Moran Financial Advisors, LLC History New 7,574 1,035 0.05% 240 +7,574 New Q2 2026 Aug 06, 2026
Aufman Associates Inc History New 7,558 1,033 0.41% 241 +7,558 New Q2 2026 Aug 12, 2026
Schorn Wealth LLC History New 7,461 1,020 0.27% 242 +7,461 New Q2 2026 Jul 31, 2026
MainStreet Investment Advisors LLC History New 7,402 1,012 0.14% 243 +7,402 New Q2 2026 Aug 12, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 7,301 998 0.16% 244 +7,301 New Q2 2026 Jul 31, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History New 7,283 995 0.21% 245 +7,283 New Q2 2026 Aug 14, 2026
Allied Private Wealth LLC History New 6,927 977 0.63% 246 +6,927 New Q2 2026 Jul 09, 2026
SOA Wealth Advisors, LLC. History New 15,175 950 0.16% 247 +15,175 New Q2 2026 Jul 21, 2026
Providence First Trust Co History New 6,781 927 0.26% 248 +6,781 New Q2 2026 Jul 27, 2026
VISTA CAPITAL PARTNERS, INC. History New 6,760 924 0.08% 249 +6,760 New Q2 2026 Jul 23, 2026
Arbor Investment Advisors, LLC History New 6,748 922 0.1% 250 +6,748 New Q2 2026 Jul 24, 2026
S.A. Mason LLC History New 6,659 910 0.28% 251 +6,659 New Q2 2026 Jul 31, 2026
LEUTHOLD GROUP, LLC History New 6,577 899 0.09% 252 +6,577 New Q2 2026 Aug 04, 2026
MorganRosel Wealth Management, LLC History New 6,542 894 0.3% 253 +6,542 New Q2 2026 Aug 14, 2026
Amplius Wealth Advisors, LLC History New 6,453 882 0.06% 254 +6,453 New Q2 2026 Jul 17, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History New 6,443 880 0.44% 255 +6,443 New Q2 2026 Aug 14, 2026
WINSLOW ASSET MANAGEMENT INC History New 6,426 879 0.15% 256 +6,426 New Q2 2026 Aug 06, 2026
HARTLINE INVESTMENT CORP/ History New 6,235 852 0.07% 257 +6,235 New Q2 2026 Jul 28, 2026
Systematic Alpha Investments, LLC History New 6,040 825 0.02% 258 +6,040 New Q2 2026 Aug 13, 2026
Legacy Financial Group LLC History New 6,018 822 0.09% 259 +6,018 New Q2 2026 Aug 05, 2026
Private Capital Management, LLC History New 6,006 821 0.07% 260 +6,006 New Q2 2026 Aug 14, 2026
MOSAIC FINANCIAL GROUP, LLC History New 5,972 816 0.52% 261 +5,972 New Q2 2026 Aug 13, 2026
Basepoint Wealth LLC History New 5,959 814 0.47% 262 +5,959 New Q2 2026 Aug 10, 2026
Columbia River Financial Group, LLC History New 5,920 809 0.43% 263 +5,920 New Q2 2026 Aug 13, 2026
Wayfinding Financial, LLC History New 5,877 803 0.3% 264 +5,877 New Q2 2026 Aug 13, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History New 5,765 788 0.87% 265 +5,765 New Q2 2026 Aug 10, 2026
UNIQUE WEALTH, LLC History New 5,748 785 0.09% 266 +5,748 New Q2 2026 Jul 21, 2026
Worth Asset Management, LLC History New 5,678 776 0.25% 267 +5,678 New Q2 2026 Jul 08, 2026
HORAN Wealth, LLC History New 5,678 776 0.06% 268 +5,678 New Q2 2026 Aug 10, 2026
Tributary Capital Management, LLC History New 5,675 775 0.06% 269 +5,675 New Q2 2026 Jul 23, 2026
KEYVANTAGE WEALTH, LLC History New 5,643 771 0.29% 270 +5,643 New Q2 2026 Aug 11, 2026
OARSMAN CAPITAL, INC. History New 5,549 758 0.08% 271 +5,549 New Q2 2026 Aug 07, 2026
Motley Fool Asset Management LLC History New 5,533 756 0.03% 272 +5,533 New Q2 2026 Aug 06, 2026
US Asset Management LLC History New 5,336 729 0.56% 273 +5,336 New Q2 2026 Aug 12, 2026
Planning Strategies Inc. History New 5,283 722 0.45% 274 +5,283 New Q2 2026 Jul 27, 2026
American Money Management, LLC History New 5,253 718 0.1% 275 +5,253 New Q2 2026 Aug 13, 2026
Bruce G. Allen Investments, LLC History New 5,245 717 0.46% 276 +5,245 New Q2 2026 Jul 31, 2026
Concentrum Wealth Management History New 5,090 695 0.17% 277 +5,090 New Q2 2026 Aug 06, 2026
Duncan Williams Asset Management, LLC History New 5,072 693 0.16% 278 +5,072 New Q2 2026 Jul 22, 2026
Creative Capital Management Investments LLC History New 4,930 674 0.16% 279 +4,930 New Q2 2026 Jul 24, 2026
Waterway Wealth Management, LLC History New 4,843 662 0.14% 280 +4,843 New Q2 2026 Jul 13, 2026
Holos Integrated Wealth LLC History New 4,632 656 0.31% 281 +4,632 New Q2 2026 Jul 15, 2026
FinArc Investments, Inc. History New 4,719 645 0.58% 282 +4,719 New Q2 2026 Aug 13, 2026
Cornerstone Planning Group LLC History New 4,151 641 0.08% 283 +4,151 New Q2 2026 Jul 29, 2026
Nalls Sherbakoff Group, LLC History New 4,652 635 0.45% 284 +4,652 New Q2 2026 Aug 17, 2026
Palatine Hill Wealth Management, LLC History New 4,643 634 0.51% 285 +4,643 New Q2 2026 Aug 07, 2026
Sandhill Capital Partners LLC History New 4,582 626 0.05% 286 +4,582 New Q2 2026 Aug 13, 2026
Ulland Investment Advisors, LLC History New 4,559 623 0.46% 287 +4,559 New Q2 2026 Jul 16, 2026
Headland Capital, LLC History New 4,352 595 0.15% 288 +4,352 New Q2 2026 Jul 29, 2026
Gen-Wealth Partners Inc History New 4,341 593 0.16% 289 +4,341 New Q2 2026 Aug 10, 2026
Stronghold Wealth Management L.L.C. History New 4,329 591 0.79% 290 +4,329 New Q2 2026 Jul 24, 2026
J. L. Bainbridge & Co., Inc. History New 4,121 563 0.04% 291 +4,121 New Q2 2026 Jul 22, 2026
Amicus Financial Advisors, LLC History New 4,062 555 0.14% 292 +4,062 New Q2 2026 Jul 20, 2026
StrongBox Wealth, LLC History New 3,976 543 0.15% 293 +3,976 New Q2 2026 Jul 23, 2026
Planned Solutions, Inc. History New 3,920 535 0.15% 294 +3,920 New Q2 2026 Jul 13, 2026
Align Financial, LLC History New 3,896 532 0.26% 295 +3,896 New Q2 2026 Jul 27, 2026
CapWealth Advisors, LLC History New 3,869 528 0.04% 296 +3,869 New Q2 2026 Jul 28, 2026
GILL CAPITAL PARTNERS, LLC History New 3,840 525 0.14% 297 +3,840 New Q2 2026 Aug 20, 2026
PlanVest Financial, Inc History New 3,823 522 0.35% 298 +3,823 New Q2 2026 Aug 10, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History New 3,805 520 0.24% 299 +3,805 New Q2 2026 Jul 20, 2026
Olde Wealth Management, LLC History New 3,800 519 0.15% 300 +3,800 New Q2 2026 Aug 13, 2026