AflacAFL

13F holders, Q3 2024 (September 30)
1,550holders +104
167new positions
68sold out
9famous investors
$111.77avg. 13F price*

At the end of Q3 2024, 1,550 institutions reported holding Aflac Inc. (AFL) in their 13F filings, up 104 from Q2 2024. 167 opened new positions and 68 sold out. The largest holders were Japan Post Holdings Co., Ltd. ($5.8B), Vanguard Group Inc. ($5.7B) and BlackRock, Inc. ($4.7B). 9 famous investors held it, including John W. Rogers Jr. (0.4% of Ariel Investments's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Aflac Inc.
Sector
Finance
CUSIP
001055102
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions167$133.7M
Exits68$193.2M

All 13F filers, Q2 2024 → Q3 2024: 10,021,568 shares bought and 23,203,542 shares sold, net −13,181,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,550 holders

Japan Post Holdings Co., Ltd. 100.00% No change 52,300,000 $5.8B
Vanguard Group Inc. 0.10% Reduce -1.0% 50,687,023 $5.7B
BlackRock, Inc. 0.10% — 42,106,873 $4.7B
State Street Corp. 0.12% Reduce -1.1% 25,537,165 $2.9B
Wells Fargo & Company 0.42% Reduce -3.0% 15,570,644 $1.7B
Geode Capital Management, LLC 0.11% Reduce -1.4% 12,176,951 $1.4B
Morgan Stanley 0.08% Reduce -3.5% 9,374,169 $1.0B
Northern Trust Corp. 0.11% Reduce -7.1% 5,938,261 $663.9M
First Trust Advisors LP 0.52% Add +50.2% 4,896,271 $547.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Add +6.4% 4,694,511 $524.8M
Alliancebernstein L.P. 0.17% Reduce -5.7% 4,528,096 $506.2M
Legal & General Group Plc 0.13% Reduce -2.6% 4,391,682 $491.0M
Bank of America Corp. 0.04% Add +12.3% 4,304,271 $481.2M
Dimensional Fund Advisors LP 0.11% Reduce -15.0% 4,087,801 $457.0M
Invesco Ltd. 0.08% Reduce -3.4% 3,918,512 $438.1M
Bank of New York Mellon Corp 0.07% Reduce -1.9% 3,584,356 $400.7M
Goldman Sachs Group Inc. 0.08% Reduce -14.9% 3,537,663 $395.5M
Charles Schwab Investment Management Inc. 0.07% Reduce -1.7% 3,179,562 $355.5M
JPMorgan Chase & Co. 0.03% Reduce -57.0% 3,147,636 $351.9M
LSV Asset Management 0.67% Reduce -32.9% 2,806,300 $313.7M
Norges Bank 0.04% Reduce -22.9% 2,597,359 $290.4M
UBS Group AG 0.08% Add +35.1% 2,532,130 $283.1M
Guinness Asset Management LTD 4.82% Add +3.8% 2,276,325 $254.4M
ProShare Advisors LLC 0.54% Reduce -10.9% 1,978,444 $221.2M
Deutsche Bank AG 0.09% Add +17.8% 1,897,352 $212.1M
Nordea Investment Management AB 0.22% Reduce -7.0% 1,743,514 $193.9M
National Pension Service 0.18% Add +8.9% 1,662,514 $185.9M
Swiss National Bank 0.12% Reduce -1.0% 1,602,200 $179.1M
Assetmark, Inc. 0.51% Add +0.7% 1,584,552 $177.2M
Amundi 0.06% Add +1.7% 1,520,830 $171.0M
Maj Invest Holding A/S 4.20% Reduce -1.3% 1,416,607 $158.4M
California Public Employees Retirement System 0.11% Reduce -0.8% 1,413,201 $158.0M
Robeco Institutional Asset Management B.V. 0.31% Reduce -3.6% 1,393,763 $155.8M
Barclays PLC 0.07% Add +10.1% 1,391,127 $155.5M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -0.4% 1,390,217 $155.4M
Nuveen Asset Management, LLC 0.04% Reduce -1.3% 1,340,301 $149.8M
Brandywine Global Investment Management, LLC 0.97% Reduce -0.4% 1,264,131 $144.2M
Envestnet Asset Management Inc. 0.04% Reduce -2.3% 1,214,842 $135.8M
Schroder Investment Management Group 0.14% Add +14.8% 1,223,513 $135.3M
FMR LLC 0.01% Add +4.0% 1,202,104 $134.4M
Synovus Financial Corp. 1.55% Reduce -8.7% 1,194,880 $133.6M
Royal Bank of Canada 0.03% Add +2.8% 1,159,908 $129.7M
Rhumbline Advisers 0.12% Reduce -5.5% 1,145,483 $128.1M
Sterling Capital Management LLC 1.61% — 1,108,202 $123.9M
Captrust Financial Advisors 0.35% Add +2.1% 1,044,221 $116.7M
HSBC Holdings PLC 0.07% Add +11.5% 1,042,727 $116.4M
American Century Companies Inc. 0.07% Reduce -32.8% 1,012,718 $113.2M
CANADA LIFE ASSURANCE Co 0.20% Add +0.6% 1,006,698 $112.7M
LPL Financial LLC 0.05% Add +6.7% 963,223 $107.7M
Ameriprise Financial Inc. 0.03% Reduce -4.1% 882,272 $98.7M
California State Teachers Retirement System 0.11% Reduce -0.9% 877,756 $98.1M
Squarepoint Ops LLC 0.32% Add +4620.9% 871,576 $97.4M
Clark Capital Management Group, Inc. 0.66% Add +1.3% 857,761 $95.9M
Raymond James & Associates 0.06% Reduce -2.0% 849,402 $95.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +3.9% 827,757 $92.5M
BNP Paribas Financial Markets 0.09% Add +25.6% 813,499 $90.9M
TCTC Holdings, LLC 3.08% Reduce -0.2% 813,088 $90.9M
T. Rowe Price Associates Inc. 0.01% Reduce -9.8% 801,492 $89.6M
Franklin Resources Inc. 0.03% Add +75.2% 776,131 $88.5M
Vest Financial, LLC 1.66% Add +0.1% 771,375 $86.2M
Bank of Montreal 0.04% Add +1.6% 706,847 $78.2M
Allianz Asset Management GmbH 0.12% Reduce -2.4% 691,720 $77.3M
Pictet Asset Management Holding SA 0.09% Reduce -0.6% 691,381 $77.3M
QRG Capital Management, Inc. 0.81% Add +3.0% 667,842 $74.7M
Raymond James Financial Services Advisors, Inc. 0.10% Reduce -0.8% 659,669 $73.8M
Truist Financial Corp. 0.11% Reduce -66.2% 652,971 $73.0M
Agf Management Ltd. 0.37% Reduce -1.8% 648,936 $72.6M
Principal Financial Group Inc. 0.04% Add +0.5% 643,686 $72.0M
Corient Private Wealth LP 0.11% Reduce -1.1% 638,852 $71.4M
State Board of Administration of Florida Retirement System 0.13% Reduce -6.4% 625,570 $69.9M
Healthcare of Ontario Pension Plan Trust Fund 0.16% Add +471.4% 600,000 $67.1M
Storebrand Asset Management As 0.21% Reduce -4.6% 591,603 $66.1M
Stifel Financial Corp. 0.07% Reduce -9.8% 590,553 $66.0M
Bank Julius Baer & Co. Ltd, Zurich 0.22% Reduce -42.5% 520,681 $65.9M
Nomura Asset Management Co. Ltd. 0.20% Reduce -3.6% 587,039 $65.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.16% Reduce -3.5% 584,897 $65.4M
Citigroup Inc. 0.06% Reduce -3.7% 581,455 $65.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% Reduce -2.7% 553,676 $61.9M
Greatmark Investment Partners, Inc. 7.85% Reduce -0.7% 517,935 $57.9M
Russell Investments Group, Ltd. 0.08% Add +7.2% 507,331 $56.6M
O'shaughnessy Asset Management, LLC 0.50% Add +8.8% 493,914 $56.3M
HighTower Advisors, LLC 0.08% Add +4.5% 468,053 $52.3M
Polar Capital Holdings Plc 0.25% Reduce -5.2% 460,000 $51.4M
Balyasny Asset Management L.P. 0.14% Add +17198.5% 459,622 $51.4M
New York State Common Retirement Fund 0.07% Reduce -18.9% 447,335 $50.0M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -11.6% 446,487 $49.9M
Donaldson Capital Management, LLC 1.87% Reduce -31.9% 436,063 $48.8M
Retirement Systems of Alabama 0.18% Reduce -7.2% 434,777 $48.6M
D. E. Shaw & Co. 0.07% Reduce -5.0% 432,413 $48.3M
DekaBank Deutsche Girozentrale 0.09% Add +5.6% 436,993 $48.2M
New York State Teachers Retirement System 0.10% Reduce -1.6% 427,987 $47.8M
Rockefeller Capital Management L.P. 0.12% Reduce -1.4% 413,280 $46.2M
Roffman Miller Associates Inc. 2.67% Reduce -0.4% 391,464 $43.8M
Sabal Trust CO 2.31% Reduce -4.5% 379,094 $42.4M
Gateway Investment Advisers LLC 0.46% Reduce -0.1% 374,358 $41.9M
Jane Street Group, LLC 0.07% Reduce -39.8% 373,826 $41.8M
Prudential Financial Inc. 0.06% Reduce -5.3% 370,462 $41.4M
Ariel Investments 0.41% Reduce -30.1% 361,402 $40.4M
Welch & Forbes LLC 0.51% Reduce -6.3% 358,814 $40.1M
National Bank of Canada 0.05% Add +22.3% 345,803 $38.7M
Conning Inc. 1.32% Reduce -14.3% 342,679 $38.3M
Trillium Asset Management, LLC 0.93% Reduce -0.9% 340,185 $38.0M
Henshaw Capital LLC 1.58% No change 337,000 $37.7M
Royal London Asset Management Ltd. 0.09% Add +3.7% 333,951 $37.3M
Korea Investment CORP 0.09% Reduce -12.8% 333,038 $37.2M
State of Wisconsin Investment Board 0.09% Add +1.0% 327,980 $36.7M
Victory Capital Management Inc. 0.03% Reduce -6.4% 315,989 $35.3M
Swedbank AB 0.04% Reduce -0.6% 313,219 $35.0M
Achmea Investment Management B.V. 0.57% Add +15.7% 308,389 $34.5M
Commonwealth Equity Services, LLC 0.05% Add +1.3% 306,123 $34.2M
Franklin Street Advisors Inc. 2.30% Reduce -1.5% 305,406 $34.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -4.0% 305,082 $34.1M
Natixis Advisors, LLC 0.07% Add +7.3% 300,630 $33.6M
PhiloSmith Capital Corp 8.36% No change 295,800 $33.1M
Caisse de depot et placement du Quebec 0.07% Reduce -16.3% 295,598 $33.0M
Swiss Life Asset Management Ltd 0.37% Add +19.4% 293,422 $32.8M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -4.0% 293,270 $32.8M
Man Group plc 0.09% Add +43.0% 286,517 $32.0M
Janney Montgomery Scott LLC 0.09% Reduce -3.1% 283,691 $31.7M
Waters Parkerson & Co., LLC 1.60% Reduce -2.2% 282,476 $31.6M
Danske Bank A/S 0.10% Add +0.6% 271,096 $30.3M
Willis Investment Counsel 1.96% Reduce -8.9% 270,109 $30.2M
Toronto Dominion Bank 0.05% Add +75.9% 269,573 $30.1M
AE Wealth Management LLC 0.27% Add +15.5% 269,139 $30.1M
Aviva PLC 0.08% Add +2.0% 262,443 $29.3M
&partners 0.57% Add +90.3% 260,918 $29.3M
AMF Tjanstepension AB 0.20% Add +13.3% 252,137 $28.2M
Sei Investments Co. 0.04% Reduce -6.4% 251,837 $28.2M
Treasurer of the State of North Carolina 0.11% Reduce -1.9% 250,850 $28.0M
Aberdeen Group plc 0.05% Reduce -6.6% 251,405 $28.0M
Moran Wealth Management, LLC 0.86% Reduce -1.5% 248,585 $27.8M
Destination Wealth Management 0.85% Reduce -2.6% 245,953 $27.5M
Nisa Investment Advisors, LLC 0.16% Add +2.0% 245,758 $27.5M
Cetera Investment Advisers 0.06% Reduce -6.0% 245,330 $27.4M
Schaper Benz & Wise Investment Counsel Inc. 2.17% Reduce -1.5% 243,441 $27.2M
Connor, Clark & Lunn Investment Management Ltd. 0.13% Add +5.4% 233,111 $26.1M
PNC Financial Services Group, Inc. 0.02% Add +4.0% 223,525 $25.0M
AEGON ASSET MANAGEMENT UK Plc 0.34% Add +0.9% 222,962 $24.9M
Ossiam 0.48% Add +838.0% 221,299 $24.7M
Creative Planning 0.02% Reduce -0.5% 220,456 $24.6M
Cerity Partners LLC 0.05% Add +8.7% 217,972 $24.4M
JNBA Financial Advisors 2.45% Reduce -0.2% 217,892 $24.4M
Asset Management One Co., Ltd. 0.09% Reduce -0.7% 216,242 $24.2M
Mn Services Vermogensbeheer B.V. 0.17% Reduce -1.9% 214,000 $23.9M
Handelsbanken Fonder AB 0.09% Add +23.9% 206,771 $23.1M
Keybank National Association 0.09% Reduce -0.8% 205,364 $23.0M
US Bancorp \de 0.03% Reduce -0.9% 203,590 $22.8M
Huntington National Bank 0.22% Add +1.2% 202,455 $22.6M
Raymond James Trust N.A. 0.49% Reduce -43.6% 202,275 $22.6M
State of New Jersey Common Pension Fund D 0.09% Reduce -0.2% 200,543 $22.4M
Teacher Retirement System of Texas 0.11% Add +16.0% 198,147 $22.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.22% — 194,774 $21.8M
APG Asset Management N.V. 0.14% Reduce -91.1% 217,044 $21.7M
Baird Financial Group, Inc. 0.04% Reduce -0.1% 193,942 $21.7M
State of Tennessee, Department of Treasury 0.07% Add +27.1% 190,654 $21.3M
PGGM Investments 0.27% No change 190,150 $21.3M
SpiderRock Advisors, LLC 0.45% Add +13.0% 186,317 $20.8M
TD Asset Management Inc 0.02% Reduce -1.5% 185,604 $20.5M
Resona Asset Management Co.,Ltd. 0.12% Reduce -0.3% 182,341 $20.3M
KBC Group NV 0.06% Reduce -2.5% 181,620 $20.3M
HM Payson & Co. 0.35% Reduce -1.6% 181,313 $20.3M
Yousif Capital Management, LLC 0.21% Reduce -4.4% 176,368 $19.7M
Cresset Asset Management, LLC 0.08% Reduce -0.7% 174,310 $19.5M
AXA S.A. 0.06% Add +8.9% 171,939 $19.2M
Neuberger Berman Group LLC 0.01% Reduce -7.8% 171,862 $19.2M
Illinois Municipal Retirement Fund 0.27% Add +1.8% 171,836 $19.2M
Rafferty Asset Management, LLC 0.07% Reduce -6.0% 170,869 $19.1M
CW Advisors, LLC 0.25% Add +50.2% 167,972 $18.8M
Voya Investment Management LLC 0.02% Reduce -10.4% 165,472 $18.5M
Comerica Bank 0.07% Reduce -5.9% 159,223 $17.8M
Wilmington Savings Fund Society, FSB 0.32% Add +5.5% 158,424 $17.7M
Richard C. Young & CO., LTD. 1.93% Add +1.0% 157,948 $17.7M
Renaissance Technologies 0.03% Add +28.8% 156,900 $17.5M
Glenmede Trust Co. NA 0.08% Reduce -16.7% 156,742 $17.5M
Forsta Ap-Fonden 0.13% Add +20.7% 156,700 $17.5M
Lawson Kroeker Investment Management Inc. 3.17% Reduce -2.5% 155,331 $17.4M
Gotham Asset Management 0.18% Add +16.7% 155,210 $17.4M
Arizona State Retirement System 0.11% Reduce -2.3% 154,777 $17.3M
Osaic Holdings, Inc. 0.04% Reduce -3.1% 154,361 $17.3M
Quantinno Capital Management LP 0.22% Add +3.5% 152,801 $17.1M
Farmers & Merchants Investments Inc. 0.53% Reduce -1.8% 152,496 $17.0M
Mather Group, Llc. 0.22% Reduce -14.2% 149,928 $16.8M
NewEdge Advisors, LLC 0.11% Add +23.1% 181,423 $16.7M
Cambria Investment Management, L.P. 1.00% Reduce -0.7% 149,305 $16.7M
Mariner, LLC 0.03% Add +4.8% 148,605 $16.6M
State of Michigan Retirement System 0.08% Reduce -2.9% 146,507 $16.4M
Wealth Enhancement Advisory Services, LLC 0.04% Add +5.5% 145,409 $16.3M
AQR Capital Management 0.02% Reduce -35.6% 146,442 $16.2M
Commerce Bank 0.10% Reduce -0.5% 141,099 $15.8M
Southeast Asset Advisors, LLC 1.72% Add +0.1% 139,268 $15.6M
Citadel Advisors 0.02% Reduce -69.6% 139,119 $15.6M
Beck Bode, LLC 2.92% Reduce -3.3% 138,563 $15.5M
DAVENPORT & Co LLC 0.09% Reduce -6.8% 136,616 $15.3M
U.S. Capital Wealth Advisors, LLC 0.54% Reduce -4.7% 135,844 $15.2M
USS Investment Management Ltd 0.11% Add +0.1% 135,552 $15.2M
Varma Mutual Pension Insurance Co 0.12% Reduce -4.4% 142,791 $15.0M
MetLife Investment Management, LLC 0.08% Reduce -5.0% 132,000 $14.8M
Cullinan Associates Inc. 0.82% Reduce -3.6% 128,930 $14.6M
Corebridge Financial, Inc. 0.08% Reduce -5.1% 130,034 $14.5M
Danica Pension, Livsforsikringsaktieselskab 0.28% Reduce -40.9% 128,857 $14.4M
Pathstone Holdings, LLC 0.06% Reduce -1.0% 128,827 $14.4M
Oppenheimer & Co. Inc. 0.22% Reduce -29.8% 128,757 $14.4M
Capital Fund Management S.A. 0.16% New 126,339 $14.1M
Credit Agricole S A 0.07% Add +175.5% 126,313 $14.1M
Calamos Advisors LLC 0.10% Reduce -2.4% 125,680 $14.1M
Prudential PLC 0.07% Add +175.8% 125,548 $14.0M
IFM Investors Pty Ltd 0.13% Reduce -0.5% 123,144 $13.8M
Cannell & Spears LLC 0.27% Reduce 0.0% 122,881 $13.7M
Susquehanna International Group, LLP 0.02% Reduce -54.1% 121,811 $13.6M
Mattern Capital Management, LLC 1.71% Reduce -1.8% 121,655 $13.6M
Auxier Asset Management LLC 1.97% Reduce -0.1% 119,144 $13.3M
Tocqueville Asset Management L.P. 0.20% Reduce -30.3% 115,508 $12.9M
Skandinaviska Enskilda Banken AB (publ) 0.06% Add +0.2% 112,476 $12.6M
Ilmarinen Mutual Pension Insurance Co 0.13% Reduce -21.9% 110,317 $12.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -3.4% 109,721 $12.3M
Banque Pictet & Cie SA 0.12% Reduce -6.1% 107,891 $12.1M
Ensign Peak Advisors, Inc 0.02% Reduce -0.6% 107,445 $12.0M
Twinbeech Capital LP 0.23% New 107,410 $12.0M
Foster & Motley Inc. 0.74% Reduce -3.6% 104,945 $11.7M
DNB Asset Management AS 0.05% Add +4.2% 104,241 $11.7M
Amalgamated Bank 0.10% Reduce -4.2% 103,351 $11.6M
Kestra Advisory Services, LLC 0.06% Reduce -11.2% 102,768 $11.5M
Czech National Bank 0.12% Add +4.2% 102,674 $11.5M
M&T Bank Corp 0.04% Reduce -1.9% 102,018 $11.4M
Avantax Advisory Services, Inc. 0.07% Add +1.7% 101,331 $11.3M
JGP Wealth Management, LLC 1.46% Reduce -0.3% 101,271 $11.3M
State of Alaska, Department of Revenue 0.12% Reduce -13.6% 100,324 $11.2M
Cibc World Markets Corp. 0.08% Reduce -1.0% 99,729 $11.1M
Leavell Investment Management, Inc. 0.55% Add +5.7% 98,979 $11.1M
Northwest & Ethical Investments L.P. 0.29% Reduce -10.2% 98,676 $11.0M
Meiji Yasuda Asset Management Co Ltd. 0.42% Reduce -2.1% 98,342 $11.0M
Van Eck Associates Corp. 0.01% Add +11.0% 97,494 $10.9M
Cambridge Investment Research Advisors, Inc. 0.04% Add +12.5% 96,775 $10.8M
Regal Investment Advisors LLC 0.76% Reduce -3.3% 96,589 $10.8M
Marco Investment Management LLC 0.93% Add +1.7% 96,028 $10.7M
Marshall Wace, LLP 0.01% New 95,767 $10.7M
Fifth Third Bancorp 0.04% Reduce -7.7% 95,093 $10.6M
Contravisory Investment Management, Inc. 2.27% Reduce -0.0% 94,801 $10.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -4.0% 94,170 $10.5M
Los Angeles Capital Management LLC 0.04% Add +59.7% 93,540 $10.5M
Ethic Inc. 0.26% Add +4.9% 121,059 $10.4M
Utah Retirement Systems 0.12% Reduce -2.0% 92,345 $10.3M
Bridgewater Associates 0.06% Reduce -42.7% 92,031 $10.3M
Core Alternative Capital 1.98% Reduce -12.9% 91,382 $10.2M
Railway Pension Investments Ltd 0.12% No change 90,200 $10.1M
CIBC Asset Management Inc 0.03% Add +4.6% 90,103 $10.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -14.0% 90,077 $10.1M
Advisors Asset Management, Inc. 0.18% Reduce -0.8% 89,334 $10.0M
Steward Partners Investment Advisory, LLC 0.09% Add +0.6% 88,466 $9.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Add +8.3% 88,294 $9.9M
Public Sector Pension Investment Board 0.05% Add +0.3% 87,995 $9.8M
Andra AP-fonden 0.14% Reduce -16.8% 86,800 $9.7M
Welch Group, LLC 0.41% Add +0.4% 84,218 $9.4M
S&co Inc. 0.61% No change 83,670 $9.4M
Benjamin Edwards Inc. 0.13% New 82,605 $9.2M
Guggenheim Capital LLC 0.07% Add +0.8% 82,601 $9.2M
Liberty Capital Management, Inc. 2.01% Reduce -0.7% 81,221 $9.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.0% 80,947 $9.1M
Crossmark Global Holdings, Inc. 0.16% Add +5.5% 80,445 $9.0M
Stolper Co 2.94% Reduce -0.6% 80,425 $9.0M
Vanguard Personalized Indexing Management, LLC 0.14% Add +7.1% 79,597 $8.9M
Baker Avenue Asset Management, LP 0.28% Reduce -0.2% 78,902 $8.8M
Citizens National Bank Trust Department 1.86% Reduce -0.3% 78,878 $8.8M
Pittenger & Anderson Inc. 0.33% Add +0.2% 78,499 $8.8M
CPC Advisors, LLC 1.30% Reduce -2.1% 78,108 $8.7M
AdvisorShares Investments LLC 1.67% Add +7.6% 77,734 $8.7M
Xponance LLC 0.08% Reduce -0.3% 77,650 $8.7M
Palisade Asset Management, LLC 0.84% Reduce -1.6% 77,074 $8.6M
MML Investors Services, LLC 0.03% Add +4.0% 76,780 $8.6M
Kwmg, LLC 0.86% Reduce -3.5% 76,607 $8.6M
Great Lakes Advisors, LLC 0.07% Reduce -3.0% 75,539 $8.4M
Toth Financial Advisory Corp. 1.00% Reduce -2.2% 75,499 $8.4M
Prospera Financial Services Inc 0.22% Add +0.5% 75,487 $8.4M
Macquarie Group Ltd. 0.01% Reduce -15.3% 75,316 $8.4M
New York Life Investment Management LLC 0.08% Reduce -5.3% 74,615 $8.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.3% 74,451 $8.3M
Pacer Advisors, Inc. 0.02% Add +21.0% 73,506 $8.2M
Modera Wealth Management, LLC 0.10% Reduce -0.4% 73,047 $8.2M
Nicholas Wealth, LLC. 5.06% Reduce -3.7% 72,244 $8.1M
Assenagon Asset Management S.A. 0.02% Add +11.3% 72,198 $8.1M
Intech Investment Management LLC 0.09% Reduce -39.7% 71,664 $8.0M
Nissay Asset Management Corp. /Japan 0.05% Add +1.3% 70,701 $7.9M
Radnor Capital Management, LLC 1.17% Add +5.0% 70,167 $7.8M
First National Trust Co 0.30% Reduce -2.6% 69,579 $7.8M
Orion Porfolio Solutions, LLC 0.08% Reduce -5.7% 69,376 $7.8M
Orion Portfolio Solutions, LLC 0.08% Reduce -5.7% 69,376 $7.8M
Canada Pension Plan Investment Board 0.01% Reduce -18.0% 69,015 $7.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +21.6% 69,608 $7.7M
Meritage Portfolio Management 0.47% Reduce -2.1% 68,831 $7.7M
Estabrook Capital Management 1.14% Reduce -2.8% 68,383 $7.6M
Cibc World Market Inc. 0.02% Reduce -42.5% 67,695 $7.6M
Janus Henderson Group PLC 0.00% Reduce -0.9% 67,212 $7.5M
Level Four Advisory Services, LLC 0.32% Add +2.3% 71,427 $7.5M
Bessemer Group Inc. 0.01% Add +78.8% 66,866 $7.5M
Thomasville National Bank 0.55% Reduce -0.2% 66,510 $7.4M
Bank of Nova Scotia 0.01% Add +15.0% 66,235 $7.4M
Guardian Capital Advisors LP 0.72% Add +2.4% 65,196 $7.4M
HB Wealth Management, LLC 0.08% Add +3.2% 65,190 $7.3M
CI Investments Inc. 0.03% Reduce -17.4% 65,015 $7.3M
NorthCoast Asset Management LLC 0.05% Add +238.4% 70,731 $7.2M
Tidal Investments LLC 0.08% Add +14.0% 64,569 $7.2M
Allen Mooney & Barnes Investment Advisors LLC 1.22% Reduce -15.9% 64,348 $7.2M
Daiwa Securities Group Inc. 0.03% Add +10.0% 64,290 $7.2M
Zega Financial, LLC 2.35% Reduce -6.0% 64,000 $7.2M
Peninsula Asset Management Inc. 3.60% Reduce -0.1% 63,764 $7.1M
Coldstream Capital Management Inc. 0.15% Add +0.3% 62,936 $7.0M
Mutual of America Capital Management LLC 0.07% Reduce -4.8% 62,068 $6.9M
Monarch Capital Management Inc. 1.86% Reduce -0.7% 61,792 $6.9M
Wellington Management Group LLP 0.00% Reduce -46.7% 61,633 $6.9M
FinTrust Capital Advisors, LLC 1.17% Reduce -0.0% 61,520 $6.9M
Hollow Brook Wealth Management LLC 2.02% No change 61,031 $6.8M
Wallington Asset Management, LLC 0.94% Reduce -0.4% 60,338 $6.7M
Mizuho Markets Americas LLC 0.16% Reduce -18.7% 60,158 $6.7M
Mackenzie Financial Corp. 0.01% Reduce -5.6% 59,911 $6.7M
Coastline Trust Co 0.77% Add +0.6% 58,518 $6.5M
South Dakota Investment Council 0.13% Reduce -48.9% 58,283 $6.5M
Alkeme Wealth, LLC 2.88% Reduce -7.3% 58,065 $6.5M
Turtle Creek Wealth Advisors, LLC 1.29% Add +1.4% 57,763 $6.5M
ExodusPoint Capital Management, LP 0.07% New 57,744 $6.5M
LMG Wealth Partners, LLC 1.47% Reduce -3.8% 57,613 $6.4M
Hudson Edge Investment Partners Inc. 1.19% Reduce -7.4% 57,538 $6.4M
Wealthfront Advisers LLC 0.02% Add +5.8% 57,466 $6.4M
Jacobi Capital Management LLC 0.48% Add +0.1% 57,160 $6.4M
Cornerstone Wealth Management, LLC 0.44% Reduce -2.0% 55,892 $6.2M
Burney Co./ 0.22% Reduce -1.5% 55,584 $6.2M
Shelton Capital Management 0.16% Add +128.9% 55,500 $6.2M
Somerset Trust Co 2.32% Reduce -1.2% 55,479 $6.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +2.4% 55,155 $6.2M
Trexquant Investment LP 0.08% New 55,030 $6.2M
Unigestion Holding SA 0.29% Add +13.1% 54,074 $6.0M
Jones Financial Companies LLLP 0.01% Add +72.3% 54,374 $6.0M
Schonfeld Strategic Advisors LLC 0.05% Reduce -10.0% 53,508 $6.0M
LBMC Investment Advisors, LLC 0.47% No change 52,905 $5.9M
Ameritas Investment Partners, Inc. 0.19% Reduce -7.6% 52,662 $5.9M
City Holding Co. 0.82% Add +3.9% 52,649 $5.9M
Kestra Private Wealth Services, LLC 0.11% Reduce -1.1% 52,229 $5.8M
Ibex Wealth Advisors 1.57% Add +240.0% 34,998 $5.7M
Kelly Lawrence W & Associates Inc. 1.29% Reduce -2.7% 50,554 $5.7M
Vontobel Holding Ltd. 0.02% Add +3.1% 50,379 $5.6M
Albion Financial Group 0.39% Reduce -0.6% 49,942 $5.6M
CIBC Private Wealth Group LLC 0.01% Add +15.2% 49,802 $5.6M
IFG Advisory, LLC 0.35% Reduce -1.8% 49,219 $5.5M
YHB Investment Advisors, Inc. 0.45% Add +0.0% 49,095 $5.5M
NovaPoint Capital, LLC 1.69% Add +0.3% 48,634 $5.4M
Kinloch Capital, LLC 2.62% Reduce -3.3% 48,332 $5.4M
Beacon Pointe Advisors, LLC 0.06% Add +1.8% 47,823 $5.3M
B.O.S.S. Retirement Advisors, LLC 1.08% Add +12.9% 47,801 $5.3M
Elo Mutual Pension Insurance Co 0.11% Add +3.3% 47,649 $5.3M
Azimuth Capital Investment Management LLC 0.21% Reduce -3.2% 47,420 $5.3M
Parallax Volatility Advisers, L.P. 0.16% Reduce -18.6% 46,847 $5.2M
Liberty One Investment Management, LLC 0.53% Add +3.4% 46,784 $5.2M
Edmp, Inc. 4.26% Reduce -0.5% 46,425 $5.2M
Westpac Banking Corp. 0.35% Add +4.2% 46,159 $5.2M
Regions Financial Corp. 0.04% Reduce -12.6% 46,048 $5.1M
Allspring Global Investments Holdings, LLC 0.01% Add +70.5% 46,033 $5.1M
Unison Advisors LLC 0.61% Add +0.5% 45,563 $5.1M
Siemens Fonds Invest GmbH 0.40% No change 45,504 $5.1M
Kintegral Advisory, LLC 0.47% Reduce -1.3% 45,481 $5.1M
QV Investors Inc. 0.45% Add +0.6% 45,350 $5.1M
Aquatic Capital Management LLC 0.13% New 44,700 $5.0M
GAM Holding AG 0.39% Reduce -54.5% 44,151 $4.9M
Long Road Investment Counsel, LLC 1.96% Reduce -3.5% 44,100 $4.9M
Parsons Capital Management Inc. 0.31% Reduce -0.4% 43,604 $4.9M
Oregon Public Employees Retirement Fund 0.09% Reduce -2.9% 43,125 $4.8M
Signaturefd, LLC 0.09% Reduce -17.7% 42,736 $4.8M
Advisory Resource Group 1.02% Reduce -14.1% 42,698 $4.8M
Virginia Wealth Management Group, Inc. 2.99% Add +27.3% 42,595 $4.8M
Mission Wealth Management, LP 0.12% Add +1.4% 42,490 $4.8M
Certified Advisory Corp 0.52% Add +0.0% 42,307 $4.7M
Peapack Gladstone Financial Corp. 0.07% Reduce -1.4% 41,979 $4.7M
Federation des caisses Desjardins du Quebec 0.02% Reduce -9.6% 41,419 $4.6M
Dorsey Wright & Associates 1.09% Add +0.4% 41,401 $4.6M
Gulf International Bank (UK) Ltd 0.12% Reduce -4.6% 41,193 $4.6M
North Star Asset Management Inc. 0.21% Reduce -3.8% 41,157 $4.6M
Park Avenue Securities LLC 0.05% Reduce -8.4% 40,424 $4.5M
Triasima Portfolio Management inc. 1.00% Add +6.9% 39,926 $4.5M
Legacy Financial Strategies, LLC 0.98% Reduce -0.2% 39,655 $4.4M
Merit Financial Group, LLC 0.10% Add +101.9% 39,522 $4.4M
Metis Global Partners, LLC 0.14% Add +17.1% 39,509 $4.4M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -8.5% 39,426 $4.4M
Lido Advisors, LLC 0.03% Add +8.2% 39,398 $4.4M
Independent Advisor Alliance 0.16% New 39,393 $4.4M
Integrated Wealth Concepts LLC 0.05% Add +54.8% 39,233 $4.4M
Evercore Wealth Management, LLC 0.07% Reduce -2.4% 39,174 $4.4M
Bailard, Inc. 0.11% Add +5.3% 38,704 $4.3M
Brendel Financial Advisors LLC 2.45% Reduce -1.8% 38,578 $4.3M
Focus Partners Wealth 0.01% Add +41.1% 37,941 $4.2M
D.A. Davidson & Co. 0.04% Reduce -2.5% 37,861 $4.2M
Fiduciary Trust Co 0.06% No change 37,697 $4.2M
Atlantic Union Bankshares Corp 0.24% Add +6.3% 37,225 $4.2M
Grey Ledge Advisors, LLC 1.05% Reduce -3.5% 36,708 $4.1M
Freestone Capital Holdings, LLC 0.14% Add +2.5% 36,552 $4.1M
Court Place Advisors, LLC 1.19% Reduce -4.8% 36,551 $4.1M
Delta Financial Advisors LLC 1.48% Reduce -1.3% 36,543 $4.1M
Candriam S.C.A. 0.02% Add +3.0% 36,489 $4.1M
Security National Bank of So Dak 2.26% Reduce -0.9% 36,399 $4.1M
Sound View Wealth Advisors Group, LLC 0.33% Add +0.9% 36,071 $4.0M
Choate Investment Advisors 0.10% Add +0.2% 36,020 $4.0M
B. Metzler seel. Sohn & Co. Holding AG 0.04% — 35,916 $4.0M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -4.8% 35,916 $4.0M
Nations Financial Group Inc, /Ia/ 0.29% Add +7.6% 35,830 $4.0M
Ranch Capital Advisors Inc. 1.89% Add +0.5% 35,775 $4.0M
Lazard Asset Management LLC 0.01% Add +3946.0% 35,362 $4.0M
Larson Financial Group LLC 0.22% Add +12.2% 35,182 $3.9M
Atria Investments, Inc 0.05% Reduce -6.6% 35,173 $3.9M
Kentucky Retirement Systems 0.12% Reduce -9.9% 35,113 $3.9M
Gilliland Jeter Wealth Management LLC 1.26% Add +0.0% 34,797 $3.9M
SteelPeak Wealth, LLC 0.17% Add +39.4% 34,592 $3.9M
Empowered Funds, LLC 0.06% Add +15.6% 34,585 $3.9M
Hartford Investment Management Co. 0.13% Reduce -5.5% 34,448 $3.9M
Security National Bank of Sioux City Iowa 2.31% Add +0.0% 33,877 $3.8M
Brightwater Advisory LLC 2.78% No change 33,759 $3.8M
UMB Bank, n.a. 0.06% Reduce -0.8% 33,538 $3.7M
Gould Capital, LLC 2.46% Reduce -5.3% 33,444 $3.7M
Trek Financial, LLC 0.28% Add +0.0% 33,381 $3.7M
Concurrent Investment Advisors, LLC 0.11% Add +1.0% 33,267 $3.7M
Regency Capital Management Inc.\DE 2.03% Reduce -0.6% 33,077 $3.7M
Tiaa Trust, National Association 0.01% Add +2.2% 32,758 $3.7M
Mizuho Securities USA LLC 0.08% Reduce -18.0% 32,683 $3.7M
Maryland State Retirement & Pension System 0.08% Reduce -27.8% 32,171 $3.6M
Bank of New Hampshire 0.90% Add +0.3% 32,120 $3.6M
Allworth Financial LP 0.02% Add +10.3% 31,546 $3.5M
Flputnam Investment Management Co. 0.06% Add +26.7% 31,457 $3.5M
Bokf, NA 0.06% Reduce -0.9% 30,959 $3.5M
Walleye Trading LLC 0.08% Add +1.4% 31,398 $3.5M
Rowlandmiller & Partners.adv 0.71% Add +0.1% 31,373 $3.5M
CFS Investment Advisory Services, LLC 0.29% New 31,259 $3.5M
UniSuper Management Pty Ltd 0.03% Reduce -8.6% 31,017 $3.5M
Apollon Wealth Management, LLC 0.10% Add +5.5% 30,859 $3.5M
Good Life Advisors, LLC 0.21% Add +2.5% 30,822 $3.4M
Family Firm, Inc. 0.73% Add +0.0% 29,925 $3.3M
First Trust Direct Indexing L.P. 0.17% Add +11.2% 28,983 $3.2M
Rakuten Investment Management, Inc. 0.02% Add +30.3% 29,214 $3.2M
Weiss Asset Management LP 0.12% New 28,732 $3.2M
Dakota Wealth Management 0.07% Reduce -23.8% 28,680 $3.2M
Eads & Heald Wealth Management 1.52% Reduce -10.8% 28,676 $3.2M
Canandaigua National Bank & Trust Co. 0.30% Reduce -0.3% 28,411 $3.2M
Louisiana State Employees Retirement System 0.06% Reduce -3.1% 28,400 $3.2M
Chesapeake Asset Management LLC 2.74% No change 28,251 $3.2M
Family Manage LLC 0.53% Add +4.5% 28,212 $3.2M
Brown Advisory Inc. 0.00% Reduce -0.3% 28,086 $3.1M
Penobscot Investment Management Company, Inc. 0.28% Add +6.4% 28,032 $3.1M
Securian Asset Management, Inc. 0.09% Reduce -6.2% 27,876 $3.1M
United Capital Financial Advisors, LLC 0.03% Reduce -0.7% 27,614 $3.1M
Connors Investor Services Inc. 0.30% No change 27,488 $3.1M
Thrivent Financial for Lutherans 0.01% Reduce -4.5% 27,426 $3.1M
Aptus Capital Advisors, LLC 0.05% Add +79.7% 27,354 $3.1M
Ostrum Asset Management 0.25% Reduce -12.5% 27,348 $3.1M
Cwm, LLC 0.01% Reduce -2.0% 27,343 $3.1M
Kenora Financial, LLC 1.20% Add +6.1% 26,984 $3.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.8% 26,841 $3.0M
Stratos Wealth Partners, LTD. 0.04% Add +1.2% 26,829 $3.0M
Pinnacle Financial Partners Inc 0.06% Reduce -0.7% 26,616 $3.0M
Global Retirement Partners, LLC 0.09% Reduce -0.4% 26,508 $3.0M
Ritholtz Wealth Management 0.09% Add +0.7% 26,507 $3.0M
CoreCap Advisors, LLC 0.14% New 26,436 $3.0M
Guardian Capital LP 0.11% No change 26,422 $3.0M
1832 Asset Management L.P. 0.00% New 26,339 $2.9M
G&S Capital LLC 1.23% Reduce -14.5% 26,336 $2.9M
Kesler, Norman & Wride, LLC 0.58% Reduce -10.4% 26,287 $2.9M
SG Americas Securities, LLC 0.01% Reduce -56.1% 26,242 $2.9M
Praxis Investment Management Inc. 0.18% No change 25,980 $2.9M
Mitchell & Pahl Private Wealth, LLC 1.35% Add +1.0% 25,932 $2.9M
Knuff & Co LLC 0.87% No change 25,425 $2.8M
ING Groep NV 0.02% Reduce -60.3% 25,403 $2.8M
Dominguez Wealth Management Solutions, Inc. 2.05% Reduce -1.1% 25,366 $2.8M
New Mexico Educational Retirement Board 0.10% Reduce -5.6% 25,306 $2.8M
STRS Ohio 0.01% Reduce -7.2% 25,186 $2.8M
Cornerstone Advisors, LLC 0.11% No change 25,100 $2.8M
Ieq Capital, LLC 0.03% Add +15.0% 25,046 $2.8M
AMG National Trust Bank 0.08% Reduce -11.7% 24,931 $2.8M
Axiom Advisory, LLC 0.03% Add +1.6% 27,392 $2.8M
SS&H Financial Advisors, Inc. 1.01% Reduce -0.4% 24,856 $2.8M
Biltmore Family Office, LLC 0.47% Reduce -1.9% 24,763 $2.8M
Sawgrass Asset Management LLC 0.29% Reduce -1.0% 24,693 $2.8M
Great Diamond Partners, LLC 0.70% Reduce -12.1% 24,665 $2.8M
St Germain D J Co. Inc. 0.13% Reduce -0.4% 24,473 $2.7M
Daymark Wealth Partners, LLC 0.12% Reduce -0.9% 24,401 $2.7M
Lombard Odier Asset Management (Switzerland) SA 0.23% Add +3.5% 24,307 $2.7M
Fiduciary Group, LLC 0.27% Add +0.1% 24,045 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.12% Reduce -1.1% 24,031 $2.7M
NEOS Investment Management LLC 0.08% Add +25.6% 23,895 $2.7M
Tanaka Capital Management Inc. 6.11% Reduce -3.9% 23,614 $2.6M
HBK Sorce Advisory LLC 0.08% Reduce -1.0% 23,548 $2.6M
BKM Wealth Management, LLC 1.07% Add +8.8% 23,485 $2.6M
NBT Bank, N.A. 0.18% No change 23,387 $2.6M
Stephens Inc. 0.04% Reduce -1.9% 23,356 $2.6M
Ballentine Partners, LLC 0.04% Add +4.4% 23,282 $2.6M
Sandy Spring Bank 0.11% Reduce -4.2% 23,265 $2.6M
Chiron Capital Management, LLC 2.30% Add +0.9% 23,258 $2.6M
McDonald Partners LLC 0.65% Add +0.4% 23,241 $2.6M
CENTRAL TRUST Co 0.06% Reduce -0.6% 23,229 $2.6M
Advisory Services Network, LLC 0.05% No change 29,054 $2.6M
Bank Ozk 1.06% Reduce -2.1% 23,000 $2.6M
Weaver C. Barksdale & Associates, Inc. 2.31% Reduce -14.6% 22,964 $2.6M
Motley Fool Asset Management LLC 0.15% Add +2.1% 22,541 $2.5M
Engineers Gate Manager LP 0.05% New 22,507 $2.5M
M&G PLC 0.02% Reduce -21.1% 22,466 $2.5M
E. Ohman J:or Asset Management AB 0.06% New 22,500 $2.5M
Capital Investment Advisors, LLC 0.05% Add +1.4% 22,111 $2.5M
Forza Wealth Management, LLC 1.13% Add +3.7% 22,055 $2.5M
Private Advisor Group, LLC 0.02% Add +21.5% 21,913 $2.4M
Argent Financial Group, Inc. 0.29% — 21,875 $2.4M
Boston Family Office LLC 0.16% No change 21,597 $2.4M
Woodmont Investment Counsel LLC 0.18% Reduce -0.2% 21,598 $2.4M
Brady Family Wealth, LLC 0.72% Reduce -0.7% 21,525 $2.4M
Moody Aldrich Partners LLC 0.44% No change 21,509 $2.4M
Valmark Advisers, Inc. 0.04% Reduce -1.4% 21,406 $2.4M
Evergreen Capital Management LLC 0.08% Reduce -1.7% 21,378 $2.4M
Norinchukin Bank, The 0.06% Add +14.9% 21,247 $2.4M
OneDigital Investment Advisors LLC 0.03% Add +3.8% 21,224 $2.4M
TKG Advisors, LLC 1.17% Reduce -15.0% 21,152 $2.4M
Builder Investment Group Inc. 0.63% No change 20,870 $2.3M
Caprock Group, LLC 0.08% Add +1.8% 20,844 $2.3M
Uncommon Cents Investing LLC 0.65% Reduce -3.0% 20,840 $2.3M
Matrix Trust Co 0.43% Reduce -3.4% 20,653 $2.3M
Gifford Fong Associates 0.58% No change 20,600 $2.3M
Smith Shellnut Wilson LLC 1.04% No change 20,592 $2.3M
Anchor Investment Management, LLC 0.22% Add +4.4% 20,384 $2.3M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -37.2% 20,270 $2.3M
Crawford Investment Counsel Inc. 0.04% No change 20,198 $2.3M
Erste Asset Management GmbH 0.03% Add +3.5% 20,400 $2.3M
Prime Capital Investment Advisors, LLC 0.03% Reduce -11.2% 20,110 $2.2M
Bell Bank 0.26% Reduce 0.0% 20,028 $2.2M
Global Financial Private Client, LLC 0.87% Reduce -0.6% 19,989 $2.2M
Riverview Capital Advisers, LLC 0.68% No change 19,886 $2.2M
IHT Wealth Management, LLC 0.06% Add +5.2% 19,848 $2.2M
Townsquare Capital LLC 0.03% Reduce -2.2% 19,697 $2.2M
LongView Wealth Management 0.69% Add +23.2% 19,400 $2.2M
Trustmark Bank Trust Department 0.16% Reduce -19.3% 19,328 $2.2M
Shilanski & Associates, Inc. 0.70% Add +1.8% 19,273 $2.2M
Empirical Finance, LLC 0.13% Add +1.6% 19,264 $2.2M
OMERS ADMINISTRATION Corp 0.02% No change 19,245 $2.2M
Summit Financial, LLC 0.08% Add +26.2% 19,146 $2.1M
Athena Investment Management 1.22% Reduce -1.6% 19,138 $2.1M
Centaurus Financial, Inc. 0.14% Reduce -1.4% 19,055 $2.1M
Chesley Taft & Associates LLC 0.10% Reduce -0.9% 18,850 $2.1M
Zacks Investment Management 0.02% New 18,815 $2.1M
Old National Bancorp 0.05% Reduce -2.2% 18,744 $2.1M
Blair William & Co. 0.01% Reduce -0.6% 18,548 $2.1M
GPS Wealth Strategies Group, LLC 0.28% Reduce -44.8% 18,540 $2.1M
HighPoint Advisor Group LLC 0.12% Add +6.3% 18,479 $2.1M
Glenview Trust Co 0.04% Add +0.4% 18,457 $2.1M
Strategic Investment Advisors / MI 0.23% Add +3.5% 18,448 $2.1M
EagleClaw Capital Managment, LLC 0.34% Reduce -1.6% 18,413 $2.1M
Sawyer & Company, Inc 0.76% Reduce -2.3% 18,408 $2.1M
Wedbush Securities Inc. 0.08% Reduce -25.3% 18,283 $2.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.06% New 18,253 $2.0M
Signature Estate & Investment Advisors LLC 0.05% Reduce -0.1% 18,159 $2.0M
Capital City Trust Co. 0.50% Add +0.9% 18,120 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.42% Reduce -0.3% 18,116 $2.0M
Allegheny Financial Group 0.50% Add +30.6% 18,008 $2.0M
NJ State Employees Deferred Compensation Plan 0.24% No change 18,000 $2.0M
Cohen Klingenstein LLC 0.07% No change 18,000 $2.0M
Investment Management Corp of Ontario 0.04% Add +47.7% 17,961 $2.0M
Mission Creek Capital Partners, Inc. 0.47% Add +3.4% 17,880 $2.0M
SlateStone Wealth, LLC 0.17% No change 17,335 $1.9M
Meeder Advisory Services, Inc. 0.13% Reduce -4.1% 17,274 $1.9M
Naples Global Advisors, LLC 0.18% Reduce -3.6% 17,195 $1.9M
Southern Capital Advisors, LLC 1.08% Add +0.2% 17,115 $1.9M
Greenleaf Trust 0.02% Reduce -0.4% 16,990 $1.9M
Ascent Group, LLC 0.14% Reduce -2.0% 16,894 $1.9M
Choreo, LLC 0.03% Add +15.1% 16,212 $1.8M
Lester Murray Antman dba SimplyRich 0.51% Add +15.7% 16,343 $1.8M
Hartline Investment Corp./ 0.23% No change 16,268 $1.8M
Tower Bridge Advisors 0.19% Reduce -0.6% 16,256 $1.8M
Savant Capital, LLC 0.02% Add +37.0% 16,224 $1.8M
Townsend Asset Management Corp. /NC/ 0.67% Reduce -4.6% 16,058 $1.8M
Valeo Financial Advisors, LLC 0.05% Reduce -0.3% 16,006 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -2.9% 15,975 $1.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.49% Add +7.7% 15,925 $1.8M
Redwood Investment Management, LLC 0.16% Add +4.1% 16,085 $1.8M
Brookstone Capital Management 0.03% Reduce -14.4% 15,908 $1.8M
Ridgewood Investments LLC 0.89% Reduce -17.1% 15,902 $1.8M
Florida Trust Wealth Management Co 0.06% No change 15,867 $1.8M
iA Global Asset Management Inc. 0.03% Add +310.6% 15,842 $1.8M
Telos Capital Management, Inc. 0.18% Reduce -8.1% 15,677 $1.8M
Mutual Advisors, LLC 0.05% Reduce -7.3% 15,639 $1.8M
Kraematon Investment Advisors, Inc. 1.71% Reduce -6.5% 15,624 $1.7M
Centiva Capital, LP 0.08% Add +93.2% 15,599 $1.7M
GW Henssler & Associates Ltd. 0.10% Add +0.0% 15,505 $1.7M
Syon Capital LLC 0.15% Reduce -0.6% 15,463 $1.7M
Wbi Investments, LLC 0.41% Add +303.9% 15,450 $1.7M
Blue Trust, Inc. 0.02% Add +63.7% 19,336 $1.7M
Csenge Advisory Group 0.09% Reduce -4.4% 15,229 $1.7M
Highland Capital Management, LLC 0.10% No change 15,346 $1.7M
Mystic Asset Management, Inc. 0.65% Reduce -1.7% 15,287 $1.7M
Atria Wealth Solutions, Inc. 0.02% Reduce -59.4% 15,247 $1.7M
Elevation Point Wealth Partners, LLC 0.16% Reduce -16.6% 15,227 $1.7M
Rice Partnership, LLC 0.34% No change 15,148 $1.7M
Triton Financial Group Inc 1.08% Reduce -2.5% 15,076 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.12% Reduce -10.5% 14,923 $1.7M
Loudon Investment Management, LLC 0.91% Reduce -4.3% 14,911 $1.7M
Bradley Foster & Sargent Inc. 0.03% No change 14,869 $1.7M
626 Financial, LLC 0.91% No change 14,745 $1.6M
Columbus Macro, LLC 0.60% Reduce -13.5% 14,633 $1.6M
Abbot Financial Management, Inc. 0.82% Reduce -0.7% 14,635 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +16.0% 14,634 $1.6M
Mendel Capital Management LLC 1.00% Add +0.1% 14,513 $1.6M
Kathmere Capital Management, LLC 0.15% Add +7.7% 14,480 $1.6M
Pinnacle Associates Ltd. 0.03% Add +0.4% 19,523 $1.6M
Verdence Capital Advisors LLC 0.13% Add +3.9% 14,332 $1.6M
Fidelis Capital Partners, LLC 0.19% Add +5.8% 14,265 $1.6M
EP Wealth Advisors, LLC 0.01% Add +150.3% 14,244 $1.6M
MAI Capital Management 0.02% Reduce -34.0% 14,211 $1.6M
Principal Securities, Inc. 0.04% Add +13.5% 14,104 $1.6M
Montag A & Associates Inc. 0.07% No change 14,101 $1.6M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.67% Reduce -10.3% 14,053 $1.6M
Curbstone Financial Management Corp 0.33% Reduce -2.8% 13,970 $1.6M
Sequoia Financial Advisors, LLC 0.02% Reduce -1.4% 13,947 $1.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -66.7% 13,905 $1.6M
Western Wealth Management, LLC 0.09% Add +416.1% 13,904 $1.6M
J.W. Cole Advisors, Inc. 0.06% Reduce -13.1% 13,809 $1.5M
Sigma Planning Corp 0.05% Reduce -5.2% 13,788 $1.5M
Farther Finance Advisors, LLC 0.06% Add +60.1% 13,771 $1.5M
Oak Asset Management, LLC 0.54% Reduce -6.7% 13,752 $1.5M
Dean Investment Associates, LLC 0.21% Reduce -7.7% 13,729 $1.5M
Duncker Streett & Co. Inc. 0.28% No change 13,697 $1.5M
Smith & Howard Wealth Management, LLC 0.43% No change 13,685 $1.5M
Donoghue Forlines LLC 0.43% Add +98.6% 13,619 $1.5M
SouthState Bank Corp 0.10% Reduce -19.2% 13,564 $1.5M
VeraBank, N.A. 0.44% No change 13,505 $1.5M
Cascade Financial Partners, LLC 0.19% Reduce -1.2% 13,437 $1.5M
Cozad Asset Management Inc. 0.14% Add +0.0% 13,455 $1.5M
Trust Co. of Vermont 0.08% Add +12.1% 13,421 $1.5M
Kingsview Wealth Management, LLC 0.03% Add +5.7% 13,410 $1.5M
Panagora Asset Management Inc. 0.01% Reduce -0.0% 13,404 $1.5M
Wellington Shields & Co., LLC 0.45% Reduce -2.2% 13,333 $1.5M
JARISLOWSKY, FRASER Ltd 0.01% No change 13,200 $1.5M
Nomura Holdings Inc. 0.01% Reduce -42.0% 13,191 $1.5M
Whittier Trust Co. 0.02% Add +3.0% 13,187 $1.5M
Money Concepts Capital Corp. 0.11% Add +4.8% 13,129 $1.5M
Agate Pass Investment Management, LLC 0.73% Reduce -6.8% 13,087 $1.5M
Cary Street Partners Investment Advisory LLC 0.05% Add +3.7% 13,029 $1.5M
DB Fitzpatrick & Co, Inc 1.28% Reduce -1.3% 13,018 $1.5M
Pensionfund Sabic 0.45% Reduce -25.7% 13,000 $1.5M
Aster Capital Management (DIFC) Ltd 0.31% — 12,802 $1.4M
Frank, Rimerman Advisors LLC 0.10% Add +1.1% 12,731 $1.4M
Vident Advisory, LLC 0.04% Add +12.4% 12,708 $1.4M
Walleye Capital LLC 0.02% Reduce -46.3% 12,546 $1.4M
Compound Planning, Inc. 0.09% Add +8.5% 12,489 $1.4M
Koshinski Asset Management, Inc. 0.12% Add +7.8% 12,488 $1.4M
Summit Trail Advisors, LLC 0.03% Add +57.1% 12,367 $1.4M
Legacy Private Trust Co. 0.09% Reduce -10.9% 12,193 $1.4M
Waddell & Associates, LLC 0.17% Add +0.5% 12,185 $1.4M
Kingswood Wealth Advisors, LLC 0.10% Add +119.7% 12,178 $1.4M
Main Street Financial Solutions, LLC 0.12% Reduce -3.3% 12,162 $1.4M
Carson Advisory Inc. 0.84% Reduce -10.4% 12,036 $1.3M
Geneos Wealth Management Inc. 0.05% Add +6.4% 11,976 $1.3M
Indiana Trust & Investment Management Co 0.45% Reduce -2.5% 11,916 $1.3M
M&R Capital Management Inc. 0.29% Add +0.3% 11,855 $1.3M
GAMMA Investing LLC 0.13% Add +26.9% 11,843 $1.3M
Principle Wealth Partners LLC 0.09% No change 11,739 $1.3M
Creekmur Asset Management LLC 0.31% Add +32.2% 11,733 $1.3M
Berkeley Capital Partners, LLC 0.37% Add +0.2% 11,571 $1.3M
United Services Automobile Association 0.03% Reduce -22.7% 11,523 $1.3M
Studio Investment Management LLC 0.27% Reduce -9.6% 11,514 $1.3M
Fifth Third Wealth Advisors LLC 0.08% Add +0.5% 11,439 $1.3M
Confluence Wealth Services, Inc. 0.09% Add +1.7% 11,422 $1.3M
Verition Fund Management LLC 0.01% Add +125.6% 11,390 $1.3M
Joel Isaacson & Co., LLC 0.06% No change 11,340 $1.3M
Bragg Financial Advisors, Inc 0.05% Add +0.9% 11,340 $1.3M
Perigon Wealth Management, LLC 0.03% No change 11,323 $1.3M
Lake Street Advisors Group, LLC 0.06% Reduce -60.6% 11,307 $1.3M
Silvercrest Asset Management Group LLC 0.01% Add +3.0% 11,248 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +14.2% 11,233 $1.3M
Prio Wealth Limited Partnership 0.04% No change 11,199 $1.3M
Bleakley Financial Group, LLC 0.04% Add +0.3% 11,139 $1.2M
Vestcor Inc 0.04% No change 11,113 $1.2M
Mattern Wealth Management LLC 0.27% Reduce -63.8% 11,103 $1.2M
Tyche Wealth Partners LLC 0.28% Reduce -1.6% 11,080 $1.2M
Exencial Wealth Advisors, LLC 0.04% Reduce -20.1% 10,928 $1.2M
Guinness Atkinson Asset Management Inc 0.59% Reduce -2.2% 10,902 $1.2M
Venturi Wealth Management, LLC 0.06% Reduce -8.0% 10,741 $1.2M
Equitable Trust Co. 0.08% No change 10,709 $1.2M
Gratus Wealth Advisors, LLC 0.20% Reduce -4.2% 10,698 $1.2M
49 Wealth Management, LLC 0.19% Reduce -0.2% 10,690 $1.2M
Ontario Teachers Pension Plan Board 0.01% Add +18.5% 10,660 $1.2M
ZWJ Investment Counsel Inc. 0.05% No change 10,624 $1.2M
Encompass More Asset Management 0.45% Add +1.7% 10,587 $1.2M
Wealthcare Advisory Partners LLC 0.03% Add +5.3% 10,569 $1.2M
Blackhawk Capital Partners, LLC 0.63% Reduce -14.1% 10,569 $1.2M
Nicholson Wealth Management Group, LLC 0.97% — 10,556 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -59.1% 10,551 $1.2M
FSB Premier Wealth Management, Inc. 0.48% Add +0.0% 10,502 $1.2M
Rockland Trust Co. 0.06% Add +0.3% 10,491 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -21.6% 10,483 $1.2M
Smithbridge Asset Management Inc. 0.20% No change 10,456 $1.2M
Burford Brothers, Inc. 0.61% Reduce -6.6% 10,455 $1.2M
Goepper Burkhardt LLC 0.48% No change 10,389 $1.2M
W.H. Cornerstone Investments Inc. 0.78% Add +0.5% 10,373 $1.2M
Advisors Capital Management, LLC 0.02% Add +78.8% 10,319 $1.2M
Eastern Bank 0.02% New 10,247 $1.1M
TFB Advisors LLC 0.34% Reduce -2.4% 10,202 $1.1M
Covenant Asset Management, LLC 0.25% No change 10,160 $1.1M
Petix & Botte Co 0.30% No change 10,028 $1.1M
WR Wealth Planners, LLC 0.31% Add +2.2% 10,007 $1.1M
Cahaba Wealth Management, Inc. 0.09% Reduce -2.2% 9,931 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -22.6% 9,918 $1.1M
Secure Asset Management, LLC 0.18% Add +1.0% 9,783 $1.1M
Balentine LLC 0.04% New 9,778 $1.1M
WMS Partners, LLC 0.06% Add +22.8% 9,678 $1.1M
Wesbanco Bank Inc. 0.04% Reduce -0.5% 9,675 $1.1M
Argent Trust Co 0.04% Add +2.1% 9,670 $1.1M
Abn Amro Investment Solutions 0.02% Reduce -9.3% 9,542 $1.1M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -1.5% 9,489 $1.1M
RFG Advisory, LLC 0.03% Reduce -34.6% 9,465 $1.1M
Nilsine Partners, LLC 0.14% Reduce -1.9% 9,456 $1.1M
BCM Advisors, LLC 0.24% Reduce -0.6% 10,063 $1.1M
Silver Coast Investments LLC 0.39% No change 9,399 $1.1M
Virtus Advisers, LLC 0.49% New 9,338 $1.0M
Hunter Associates Investment Management LLC 0.16% No change 9,260 $1.0M
HCR Wealth Advisors 0.14% Add +0.4% 9,240 $1.0M
West Oak Capital, LLC 0.51% Reduce -0.3% 9,210 $1.0M
Essex Bank 0.26% Reduce -0.1% 9,197 $1.0M
Legacy Capital Group California, Inc. 0.34% Add +0.5% 9,166 $1.0M
Sienna Gestion 0.07% New 9,183 $1.0M
Intrua Financial, LLC 0.17% Reduce -8.3% 9,107 $1.0M
Murphy, Middleton, Hinkle & Parker, Inc. 0.55% Reduce -5.8% 9,069 $1.0M
Diligent Investors, LLC 0.23% No change 9,025 $1.0M
Jefferies Financial Group Inc. 0.02% New 9,021 $1.0M
Rehmann Capital Advisory Group 0.07% Reduce -10.3% 9,013 $1.0M
Napatree Capital LLC 0.70% Reduce -3.5% 8,940 $1000K
Exchange Traded Concepts, LLC 0.02% New 8,929 $998K
Inlet Private Wealth, LLC 0.25% No change 8,900 $995K
Ascentis Independent Advisors 0.16% Add +49.4% 8,862 $994K
Brighton Jones LLC 0.04% Add +18.3% 8,862 $991K
Dana Investment Advisors, Inc. 0.03% No change 8,848 $989K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +22.1% 8,839 $988K
Etesian Wealth Advisors, Inc. 0.45% Reduce -5.9% 8,805 $984K
Transamerica Financial Advisors, LLC 0.10% New 8,752 $979K
Clearstead Advisors, LLC 0.02% Add +36.8% 8,737 $977K
Firethorn Wealth Partners, LLC 0.50% Add +0.4% 8,735 $977K
Pinnacle West Asset Management, Inc. 0.70% Reduce -4.4% 8,710 $974K
Becker Capital Management Inc. 0.03% Reduce -0.3% 8,695 $972K
Gradient Investments LLC 0.02% Reduce -7.6% 8,685 $971K
Cerro Pacific Wealth Advisors LLC 0.36% No change 10,809 $965K
Cornerstone Management, Inc. 0.20% No change 8,624 $964K
Adapt Wealth Advisors, LLC 0.51% Add +26.5% 8,581 $959K
Horizon Investments, LLC 0.03% Reduce -4.1% 8,534 $954K
Parallel Advisors, LLC 0.02% Add +4.9% 8,489 $949K
GMO 0.00% Reduce -94.4% 8,457 $945K
Sound Financial Strategies Group, LLC 0.75% Reduce -0.5% 8,393 $938K
Thoroughbred Financial Services, LLC 0.06% Add +4.7% 8,375 $936K
Forum Financial Management, LP 0.02% Add +0.1% 8,344 $933K
Vinva Investment Management Ltd 0.04% New 8,411 $930K
Profund Advisors LLC 0.04% Add +10.6% 8,319 $930K
Federated Hermes, Inc. 0.00% Reduce -54.3% 8,216 $919K
Beacon Investment Advisory Services, Inc. 0.04% Add +0.0% 8,107 $906K
Keel Point, LLC 0.08% Add +0.6% 8,090 $904K
Quadrant Capital Group LLC 0.06% Add +0.1% 8,079 $903K
Bush Investment Group, LLC 0.72% Add +0.5% 8,038 $899K
DoubleLine ETF Adviser LP 0.22% Reduce -10.7% 8,034 $898K
Hills Bank & Trust Co 0.07% No change 8,009 $895K
Cottage Street Advisors LLC 0.49% No change 8,005 $895K
Ruggaard & Associates LLC 0.39% No change 8,005 $895K
Rossmore Private Capital 0.11% No change 8,000 $894K
Tran Capital Management, L.P. 0.10% No change 8,000 $894K
Waverly Advisors, LLC 0.02% Reduce -1.0% 7,997 $894K
Capital Insight Partners, LLC 0.16% Add +4.0% 7,997 $894K
Arete Wealth Advisors, LLC 0.08% Reduce -9.8% 7,997 $893K
Edge Capital Group, LLC 0.04% Add +3.4% 7,932 $887K
Catalyst Funds Management Pty Ltd 0.19% Add +58.0% 7,900 $883K
Mgo One Seven LLC 0.04% Reduce -5.2% 7,883 $881K
Nicholas Hoffman & Company, LLC. 0.04% Reduce -26.2% 7,867 $880K
Alberta Investment Management Corp 0.01% New 7,800 $872K
Harbor Investment Advisory, LLC 0.09% Reduce -0.6% 7,729 $864K
ForthRight Wealth Management, LLC 0.29% Reduce -10.6% 7,722 $863K
Dividend Assets Capital, LLC 0.17% Reduce -3.1% 7,720 $863K
Ascentis Wealth Management, LLC 0.32% — 7,711 $862K
Retirement Planning Co of New England, Inc. 0.43% Add +0.1% 7,682 $859K
Haverford Trust Co 0.01% No change 7,618 $852K
Associated Banc-Corp 0.03% Reduce -0.2% 7,614 $851K
Epoch Investment Partners, Inc. 0.00% Reduce -4.3% 7,595 $849K
Howe & Rusling Inc. 0.07% No change 7,591 $849K
Pettyjohn, Wood & White, Inc. 0.16% Add +20.5% 7,582 $848K
Bull Street Advisors, LLC 0.39% No change 7,565 $846K
Hilltop Holdings Inc. 0.06% Add +27.8% 7,567 $846K
Private Trust Co. NA 0.09% Add +0.8% 7,544 $843K
Epacria Capital Partners, LLC 0.57% No change 7,500 $839K
Dark Forest Capital Management LP 0.11% New 7,495 $838K
Sand Hill Global Advisors, LLC 0.04% No change 7,427 $830K
Ipswich Investment Management Co., Inc. 0.19% No change 7,410 $828K
Independent Financial Group, LLC 0.03% Add +12.6% 7,333 $820K
Qtron Investments LLC 0.11% Add +39.5% 7,314 $818K
Creative Financial Designs Inc. 0.07% Add +420.5% 7,266 $812K
VestGen Investment Management 0.23% Add +2.5% 7,255 $811K
CWA Asset Management Group, LLC 0.04% — 7,248 $810K
NorthRock Partners, LLC 0.03% Add +2.7% 7,245 $810K
Abound Wealth Management 0.27% Reduce -4.6% 7,240 $809K
Fisher Asset Management 0.00% Reduce -13.9% 7,197 $805K
Moors & Cabot, Inc. 0.04% Add +0.3% 7,186 $803K
New Hampshire Trust 0.17% Add +1.9% 7,167 $801K
Colonial Trust Co / SC 0.12% Reduce -6.0% 7,155 $800K
Richwood Investment Advisors, LLC 0.66% Reduce -2.5% 7,136 $798K
Pitcairn Co. 0.05% Reduce -25.5% 7,115 $795K
Godsey & Gibb, Inc. 0.08% No change 7,097 $793K
Busey Bank 0.03% Add +1.1% 7,065 $790K
Monetary Management Group Inc. 0.20% No change 7,050 $788K
Investors Asset Management of Georgia Inc. /Ga/ 0.37% Add +0.0% 7,030 $786K
Wedmont Private Capital 0.04% Add +5.3% 7,000 $783K
Echo Wealth Management, LLC 0.55% New 7,029 $781K
Checchi Capital Advisers, LLC 0.06% Reduce -1.1% 6,965 $779K
Insigneo Advisory Services, LLC 0.08% Reduce -0.8% 6,959 $778K
Convergence Financial, LLC 0.17% Reduce -21.3% 6,955 $778K
Jaffetilchin Investment Partners, LLC 0.06% Reduce -3.1% 6,954 $777K
Friedenthal Financial 0.45% New 6,942 $776K
Moloney Securities Asset Management, LLC 0.10% No change 6,933 $775K
TD Private Client Wealth LLC 0.02% Add +0.9% 6,917 $773K
Strategic Financial Concepts, LLC 0.24% Reduce -99.0% 6,862 $767K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -1.1% 6,853 $766K
Center For Asset Management LLC 0.46% Add +1.1% 6,841 $765K
Cullen/Frost Bankers, Inc. 0.01% Add +0.5% 6,816 $762K
Boston Financial Mangement LLC 0.02% No change 6,797 $760K
Householder Group Estate & Retirement Specialist, LLC 0.22% Reduce -2.2% 6,771 $757K
Horan Capital Advisors, LLC. 0.25% No change 6,756 $755K
Burns Matteson Capital Management, LLC 0.42% Add +117.9% 6,704 $750K
Avidian Wealth Enterprises, LLC 0.03% Add +4.1% 6,649 $743K
J. W. Coons Advisors, LLC 0.14% Add +8.8% 6,637 $742K
Private Client Services, LLC 0.40% Add +0.3% 6,632 $742K
Willow Creek Wealth Management Inc. 0.08% Add +0.7% 6,630 $741K
Capital Advisors Inc. 0.01% New 6,604 $738K
Phillips Wealth Planners LLC 0.71% Reduce -1.4% 6,453 $738K
Evoke Wealth, LLC 0.02% New 6,595 $737K
Rwa Wealth Partners, LLC 0.01% Reduce -1.0% 6,580 $736K
Resources Management Corp. /CT/ 0.10% No change 6,570 $735K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.8% 6,564 $734K
Smith, Moore & Co. 0.07% No change 6,543 $732K
Harvest Fund Management Co., Ltd 0.04% New 6,531 $730K
Trust Asset Management LLC 0.06% No change 6,499 $727K
Integrated Advisors Network LLC 0.03% Reduce -2.6% 6,472 $724K
Physicians Financial Services, Inc. 0.22% Reduce -3.0% 6,436 $720K
AlphaStar Capital Management, LLC 0.06% Add +1.0% 6,407 $716K
Carret Asset Management, LLC 0.08% Add +0.3% 6,346 $709K
Kanawha Capital Management LLC 0.05% No change 6,339 $709K
Baader Bank Aktiengesellschaft 0.06% Reduce -20.0% 6,361 $709K
Graypoint LLC 0.05% Add +5.5% 6,316 $706K
Pinebridge Investments, L.P. 0.01% Reduce -98.5% 6,316 $706K
Harmony Asset Management LLC 0.26% No change 6,313 $706K
Jamison Private Wealth Management, Inc. 0.11% Add +0.1% 6,282 $702K
Shufro Rose & Co. LLC 0.06% No change 7,818 $698K
Texas Capital Bank Wealth Management Services Inc 0.07% New 6,232 $697K
Matrix Asset Advisors Inc. 0.08% No change 6,201 $693K
Cross Staff Investments Inc 0.54% No change 6,200 $693K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +0.7% 6,156 $688K
Financial Counselors Inc. 0.01% Add +15.8% 6,147 $687K
Axxcess Wealth Management, LLC 0.02% Add +95.9% 6,143 $687K
Pinnacle Bancorp, Inc. 0.18% No change 6,142 $687K
Alpine Bank Wealth Management 0.11% — 6,100 $682K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% New 6,088 $681K
Ellevest, Inc. 0.04% Reduce -23.5% 6,058 $677K
Heritage Wealth Management, Inc. 0.22% Reduce -2.4% 6,048 $676K
Citizens Financial Group Inc. 0.01% Add +9.2% 6,019 $673K
Greenfield Seitz Capital Management, LLC 0.25% Reduce -1.6% 6,000 $671K
Allen Investment Management, LLC 0.01% No change 6,000 $671K
Hurlow Wealth Management Group, Inc. 0.21% Add +0.0% 5,974 $668K
Collaborative Wealth Managment Inc. 0.30% Add +0.1% 5,945 $665K
West Coast Financial LLC 0.07% No change 5,945 $665K
Vise Technologies, Inc. 0.08% Add +158.6% 5,934 $663K
KCM Investment Advisors LLC 0.02% Add +0.3% 5,933 $663K
Biltmore Wealth Management, LLC 0.27% No change 5,925 $662K
Adero Partners, LLC 0.04% Add +2.9% 5,887 $658K
Ashton Thomas Private Wealth, LLC 0.03% Add +1.9% 5,817 $650K
Foundations Investment Advisors, LLC 0.01% Add +14.0% 5,783 $647K
Cigna Investments Inc. 0.11% Reduce -5.0% 5,740 $642K
Clean Yield Group 0.20% Add +0.7% 5,721 $640K
Snowden Capital Advisors LLC 0.02% Reduce -1.8% 5,703 $638K
Barnes Pettey Financial Advisors, LLC 0.51% No change 5,668 $634K
SkyOak Wealth, LLC 0.14% Reduce -4.3% 5,661 $633K
Concourse Financial Group Securities, Inc. 0.04% Add +17.4% 5,643 $631K
Pure Financial Advisors, LLC 0.02% New 5,638 $630K
Howard Capital Management, LLC 0.01% Add +148.8% 5,638 $630K
Simplex Trading, LLC 0.02% Add +2821.8% 5,639 $630K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -0.4% 5,592 $628K
Plancorp, LLC 0.03% Add +0.3% 5,600 $626K
GeoWealth Management, LLC 0.02% Reduce -1.9% 5,597 $626K
Gen-Wealth Partners Inc 0.27% Reduce -3.8% 5,649 $622K
Caldwell Trust Co 0.07% No change 5,540 $619K
Vaughan David Investments LLC 0.01% No change 5,540 $619K
Dearborn Partners LLC 0.03% Add +3.5% 5,532 $618K
Westover Capital Advisors, LLC 0.12% Add +139.1% 5,500 $615K
Austin Private Wealth, LLC 0.06% Add +0.0% 5,483 $613K
Chesapeake Wealth Management 0.21% Reduce -1.4% 5,476 $612K
Independent Wealth Network Inc. 0.27% Reduce -2.5% 5,453 $610K
WBH Advisory Inc. 0.06% Reduce -9.1% 5,452 $610K
First Citizens Financial Corp 0.32% No change 5,450 $609K
Harbour Investments, Inc. 0.02% Add +2.0% 5,425 $607K
Pioneer Trust Bank N A 0.15% No change 5,390 $603K
Investment Advisory Services Inc. /TX 0.21% Reduce -0.8% 5,388 $602K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,375 $602K
Smith Salley Wealth Management 0.04% Add +2.4% 5,345 $598K
World Investment Advisors 0.02% New 5,310 $594K
Brophy Wealth Management, LLC 0.21% — 5,274 $590K
Flagship Harbor Advisors, LLC 0.03% Add +17.9% 5,200 $581K
Earnest Partners LLC 0.00% Reduce -3.0% 5,190 $580K
First Merchants Corp. 0.02% Reduce -1.0% 5,183 $579K
Oddo BHF Asset Management Sas 0.03% — 5,149 $576K
Barlow Wealth Partners, LLC 0.07% No change 5,126 $573K
First Horizon Advisors, Inc. 0.02% Reduce -35.2% 5,068 $567K
GHP Investment Advisors, Inc. 0.03% No change 5,049 $564K
Diametric Capital, LP 0.28% New 5,027 $562K
Composition Wealth, LLC 0.01% Reduce -2.6% 5,010 $560K
International Assets Investment Management, LLC 0.05% Reduce -1.8% 5,008 $560K
Sierra Summit Advisors LLC 0.13% No change 5,000 $559K
William B. Walkup & Associates, Inc. 0.34% Add +6.6% 4,984 $557K
Alhambra Investment Management LLC 0.29% Reduce -0.4% 4,970 $556K
Advisors Preferred, LLC 0.08% New 4,923 $555K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +4.5% 4,832 $540K
MV Capital Management, Inc. 0.06% Add +0.7% 4,829 $540K
True North Advisors, LLC 0.14% Add +19.9% 4,826 $540K
Clarius Group, LLC 0.04% Reduce -2.3% 4,827 $539K
Allred Capital Management, LLC 0.21% Add +0.3% 4,806 $537K
SeaCrest Wealth Management, LLC 0.06% Add +0.0% 4,794 $536K
Schechter Investment Advisors, LLC 0.04% Reduce -10.1% 4,766 $533K
Edmonds Duncan Registered Investment Advisors, LLC 0.12% Add +0.3% 4,765 $533K
Strategy Asset Managers LLC 0.10% Reduce -8.1% 4,764 $533K
SeaBridge Investment Advisors LLC 0.13% No change 4,750 $531K
Bollard Group LLC 0.01% Add +0.4% 4,729 $529K
Essex Financial Services, Inc. 0.04% Reduce -2.8% 4,704 $528K
Cobblestone Capital Advisors LLC 0.03% Add +0.5% 4,700 $525K
Stock Yards Bank & Trust Co. 0.02% Reduce -22.6% 4,689 $524K
Geller Advisors LLC 0.04% Reduce -28.2% 4,671 $522K
Founders Financial Securities LLC 0.05% Reduce -10.1% 4,655 $520K
Capital Investment Counsel, LLC 0.09% Reduce -1.3% 4,651 $520K
Intrust Bank NA 0.05% No change 4,637 $518K
Park National Corp. 0.02% Reduce -0.0% 4,633 $518K
Altrius Capital Management Inc 0.13% No change 4,612 $516K
Capital Investment Advisory Services, LLC 0.05% Reduce -8.7% 4,573 $511K
Moneta Group Investment Advisors LLC 0.01% Add +2.9% 4,542 $508K
Beacon Capital Management, LLC 0.07% Add +6.0% 4,539 $507K
WASHINGTON TRUST Co 0.02% Reduce -9.6% 4,535 $507K
Simplicity Wealth,LLC 0.05% Reduce -66.4% 4,526 $506K
O'Brien Greene & Co. Inc 0.16% No change 4,525 $506K
Elevated Capital Advisors, LLC 0.13% No change 4,520 $505K
NewEdge Wealth, LLC 0.01% Add +64.9% 4,501 $503K
Trivium Point Advisory, LLC 0.07% Add +5.7% 4,546 $502K
StoneX Group Inc. 0.04% Reduce -76.1% 4,489 $502K
King Luther Capital Management Corp. 0.00% Add +24.6% 4,486 $502K
Revisor Wealth Management LLC 0.31% Reduce -3.8% 4,483 $501K
Northwest Bancshares, Inc. 0.09% Add +0.4% 4,483 $501K
Global X Japan Co., Ltd. 0.06% Reduce -11.5% 4,482 $501K
Invictus Private Wealth, LLC 0.04% Reduce -5.1% 4,431 $495K
MTM Investment Management, LLC 0.19% Reduce -24.6% 4,294 $495K
Pflug Koory, LLC 0.03% — 4,423 $494K
Sage Mountain Advisors LLC 0.04% Reduce -12.2% 4,409 $493K
Orion Investment Co 0.19% No change 4,400 $492K
Forvis Mazars Wealth Advisors, LLC 0.01% New 4,379 $490K
Watchman Group, Inc. 0.13% Reduce -1.2% 4,375 $489K
Dynamic Advisor Solutions LLC 0.01% Add +3.7% 4,373 $489K
Madison Asset Management, LLC 0.01% No change 4,368 $488K
Patten & Patten Inc. 0.03% Reduce -1.5% 4,358 $487K
Brooklyn Investment Group 0.16% Add +0.1% 4,355 $487K
RNC Capital Management LLC 0.03% No change 5,408 $483K
Concord Wealth Partners 0.08% Reduce -62.5% 4,306 $481K
Fairhaven Wealth Management, LLC 0.15% No change 4,294 $480K
Cidel Asset Management Inc. 0.03% Reduce -5.0% 4,293 $480K
Baron Wealth Management LLC 0.23% Add +3.5% 4,289 $480K
Catalina Capital Group, LLC 0.16% Add +6.5% 4,283 $479K
SevenBridge Financial Group, LLC 0.09% No change 4,334 $479K
Ballast, Inc. 0.14% Reduce -4.8% 4,275 $478K
Diversify Advisory Services, LLC 0.03% Reduce -64.1% 4,259 $478K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -4.8% 4,242 $474K
Cassaday & Co Wealth Management LLC 0.01% Reduce -2.4% 4,235 $473K
TrueWealth Advisors, LLC 0.16% Add +0.1% 4,227 $473K
Bison Wealth, LLC 0.08% Add +0.7% 4,219 $472K
Annex Advisory Services, LLC 0.01% Reduce -4.5% 4,207 $470K
Sit Investment Associates Inc. 0.01% No change 4,200 $470K
Smartleaf Asset Management LLC 0.06% Add +172.6% 4,247 $470K
New Century Financial Group, LLC 0.17% Add +2.5% 4,198 $469K
Simon Quick Advisors, LLC 0.03% Add +10.7% 4,193 $469K
Hubbell Strickland Wealth Management, LLC 0.22% Add +0.1% 4,154 $464K
Cyndeo Wealth Partners, LLC 0.03% Add +4.8% 4,132 $462K
Moseley Investment Management Inc. 0.18% Add +4.8% 4,120 $461K
Farmers Trust Co. 0.09% Reduce -15.0% 4,120 $461K
Kraft, Davis & Associates, LLC 0.14% Reduce -8.0% 4,322 $456K
Glen Eagle Advisors, LLC 0.08% Reduce -5.9% 4,042 $452K
Concord Asset Management, LLC 0.10% Reduce -63.9% 4,017 $449K
Northcape Wealth Management, LLC 0.15% Reduce -12.6% 4,004 $448K
Pingora Partners LLC 0.32% No change 4,000 $447K
First National Corp. /Ma/ 0.10% No change 4,000 $447K
Peloton Wealth Strategists 0.18% No change 4,000 $447K
One Wealth Advisors, LLC 0.07% Reduce -0.3% 3,996 $447K
Gladstone Institutional Advisory LLC 0.02% Add +2.2% 3,996 $447K
Aaron Wealth Advisors LLC 0.05% Add +6.4% 3,988 $446K
Dentgroup LLC 0.33% Reduce -15.0% 3,986 $446K
GTS Securities LLC 0.01% Reduce -44.7% 3,968 $444K
TFG Advisers LLC 0.16% Add +4.3% 3,954 $442K
Carmel Capital Partners, LLC 0.17% Add +4.4% 3,929 $439K
Monument Capital Management 0.12% Add +2.4% 3,920 $438K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -0.9% 3,916 $438K
Sage Private Wealth Group, LLC 0.34% Reduce -16.9% 3,900 $436K
Philadelphia Trust Co. 0.03% No change 3,900 $436K
CX Institutional 0.02% Add +0.5% 3,889 $435K
Key Financial Inc 0.10% No change 3,865 $432K
Badgley Phelps Wealth Managers, LLC 0.01% No change 3,837 $429K
Gill Capital Partners, LLC 0.15% Reduce -1.2% 3,827 $428K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -0.3% 3,825 $428K
ABLE Financial Group, LLC 0.13% No change 3,815 $427K
Powers Advisory Group, LLC 0.21% Add +0.2% 3,812 $426K
Insight Folios Inc 0.15% Add +1.1% 3,810 $426K
Lakeshore Financial Planning, Inc. 0.19% Add +0.0% 3,801 $425K
Legal Advantage Investments, Inc. 0.23% No change 3,800 $425K
Trust Point Inc. 0.03% Add +1.4% 3,791 $424K
Letson Investment Management, Inc. 0.17% No change 3,788 $423K
Great Valley Advisor Group, Inc. 0.01% Add +5.9% 3,762 $421K
Aprio Wealth Management, LLC 0.07% Add +4.9% 3,764 $421K
First Western Trust Bank 0.02% No change 3,757 $420K
Blackston Financial Advisory Group, LLC 0.22% Add +43.6% 3,751 $419K
Ironsides Asset Advisors, LLC 0.12% No change 3,733 $417K
Chicago Capital, LLC 0.01% No change 3,728 $417K
American Trust 0.03% Reduce -0.2% 3,724 $416K
AlTi Global, Inc. 0.01% Reduce -22.9% 3,722 $416K
Faithward Advisors, LLC 0.07% Reduce -2.2% 3,720 $416K
Norway Savings Bank 0.23% No change 3,715 $415K
Morningstar Investment Services LLC 0.00% Add +14.7% 3,723 $412K
Beaumont Financial Advisors, LLC 0.03% Add +5.3% 3,683 $412K
Aft, Forsyth & Company, Inc. 0.20% No change 3,675 $411K
Waldron Private Wealth LLC 0.02% Add +1.1% 3,671 $410K
Sachem Hill LLC 0.08% No change 3,660 $409K
Ellis Investment Partners, LLC 0.08% Add +0.1% 3,656 $409K
Objectivity Squared, LLC 0.28% Add +0.5% 3,643 $407K
Acima Private Wealth, LLC 0.14% No change 3,638 $407K
Spirepoint Private Client, LLC 0.05% Reduce -0.6% 3,631 $406K
First International Bank & Trust 0.13% Reduce -3.1% 3,626 $405K
Orange Investment Advisors, Inc. 0.04% Reduce -7.1% 3,622 $405K
Denali Advisors LLC 0.04% Reduce -49.2% 3,621 $405K
Spinnaker Trust 0.02% Add +2.7% 3,620 $405K
Legacy Advisors, LLC 0.04% Reduce -1.1% 3,607 $403K
Cornerstone Wealth Group, LLC 0.03% Reduce -0.4% 3,588 $401K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -4.0% 3,575 $400K
Renaissance Group LLC 0.02% Reduce -0.7% 3,560 $398K
Empower Advisory Group, LLC 0.00% Add +7.8% 3,558 $398K
Nicolet Bankshares Inc. 0.08% Reduce -5.6% 3,555 $397K
American State Bank (Iowa) 0.24% No change 3,540 $396K
Kovack Advisors, Inc. 0.04% Reduce -34.0% 3,533 $395K
Beese Fulmer Investment Management, Inc. 0.03% No change 3,522 $394K
Executive Wealth Management, LLC 0.03% New 3,520 $394K
Williamson Legacy Group, LLC 0.26% New 3,513 $393K
Aviance Capital Partners, LLC 0.05% Reduce -0.3% 3,510 $392K
Goelzer Investment Management, Inc. 0.02% Reduce -0.8% 3,503 $392K
Avantax Planning Partners, Inc. 0.01% Reduce -40.9% 3,481 $389K
XTX Topco Ltd 0.03% Reduce -81.6% 3,477 $389K
Premier Path Wealth Partners, LLC 0.06% Add +1.1% 3,474 $388K
Apeiron RIA LLC 0.11% Reduce -5.0% 3,470 $388K
Inscription Capital, LLC 0.06% Add +0.7% 3,460 $387K
Allianz SE 0.01% Reduce -10.4% 3,450 $386K
Bar Harbor Wealth Management 0.02% Reduce -21.9% 3,446 $385K
Astoria Portfolio Advisors LLC. 0.13% Reduce -1.2% 3,374 $382K
Delta Asset Management LLC 0.03% Reduce -2.4% 3,416 $382K
First Affirmative Financial Network 0.21% Reduce -0.1% 3,402 $380K
Laraway Financial Advisors Inc 0.30% No change 3,400 $380K
Optimum Investment Advisors 0.16% No change 3,400 $380K
TriaGen Wealth Management LLC 0.13% Add +0.5% 3,395 $380K
First Trust Investment Solutions L.P. 0.04% New 3,388 $379K
Aries Wealth Management 0.10% New 3,362 $376K
Old North State Trust, LLC 0.30% Add +5.8% 3,346 $374K
Wolverine Trading, LLC 0.01% New 3,380 $374K
Wintrust Investments LLC 0.28% Reduce -89.7% 3,338 $373K
MBB Public Markets I LLC 0.03% Reduce -91.3% 3,330 $372K
Dillon & Associates Inc. 0.05% No change 3,300 $370K
Waterfront Wealth Inc. 0.09% No change 3,380 $370K
Procyon Advisors, LLC 0.03% Add +0.6% 3,311 $370K
Plato Investment Management Ltd 0.03% No change 3,308 $369K
Clarity Financial LLC 0.04% Add +12.1% 3,294 $368K
Sound Income Strategies, LLC 0.02% Reduce -2.0% 3,283 $367K
D'Orazio & Associates, Inc. 0.05% Add +0.9% 3,280 $367K
United Bank 0.04% No change 3,275 $366K
Lewis Asset Management, LLC 0.27% Add +13.8% 3,268 $365K
Jump Financial, LLC 0.01% Reduce -47.1% 3,266 $365K
HTLF Bank 0.04% No change 3,262 $365K
Integrated Capital Management, LLC 0.19% — 3,254 $364K
Lokken Investment Group LLC 0.15% Add +0.4% 3,254 $364K
Alps Advisors Inc. 0.00% New 3,250 $363K
Heartland Bank & Trust Co 0.20% No change 3,249 $363K
Canopy Partners, LLC 0.15% Add +0.3% 3,221 $360K
Titleist Asset Management, LLC 0.05% Add +15.2% 3,214 $359K
Eagle Rock Investment Company, LLC 0.06% No change 3,200 $358K
Woodstock Corp. 0.03% No change 3,200 $358K
Brevan Howard Capital Management LP 0.02% Reduce -85.1% 3,200 $358K
1ST Source Bank 0.02% No change 3,194 $357K
Rodgers Brothers Inc. 0.05% No change 3,186 $356K
Seed Wealth Management, Inc. 0.28% No change 3,185 $356K
Tamar Securities, LLC 0.05% Add +0.1% 3,173 $355K
Tradition Wealth Management, LLC 0.03% Reduce -2.0% 3,152 $352K
Measured Wealth Private Client Group, LLC 0.12% Reduce -28.6% 3,145 $352K
Crestline Management, L.P. 0.02% New 3,141 $351K
PFG Advisors 0.02% No change 3,140 $351K
Hamilton Capital, LLC 0.03% No change 3,323 $348K
PDS Planning, Inc 0.03% Reduce -0.5% 3,109 $348K
Stiles Financial Services Inc 0.12% Add +0.2% 3,106 $347K
Savvy Advisors, Inc. 0.07% Add +20.7% 3,094 $346K
WNY Asset Management, LLC 0.04% New 3,094 $346K
Patriot Financial Group Insurance Agency, LLC 0.05% New 3,776 $345K
Pegasus Asset Management, Inc. 0.10% No change 3,052 $341K
Affinity Wealth Management LLC 0.06% Add +1.3% 3,051 $341K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 3,050 $341K
Parkside Financial Bank & Trust 0.05% Reduce -19.1% 3,035 $339K
Carnegie Investment Counsel 0.01% Add +0.1% 3,029 $339K
Ameritas Advisory Services, LLC 0.01% Reduce -1.9% 3,012 $337K
Arkadios Wealth Advisors 0.02% Add +8.7% 3,002 $336K
Horizon Kinetics Asset Management LLC 0.01% No change 3,000 $335K
CreativeOne Wealth, LLC 0.01% New 2,997 $335K
Zullo Investment Group, Inc. 0.14% Reduce -4.8% 2,991 $334K
Field & Main Bank 0.12% Reduce -2.0% 2,990 $334K
TrinityPoint Wealth, LLC 0.05% No change 2,980 $333K
Steel Grove Capital Advisors, LLC 0.05% No change 3,002 $332K
Summit Financial Wealth Advisors, LLC 0.06% No change 2,963 $331K
USA Financial Formulas 0.05% Reduce -10.5% 2,962 $331K
Bay Rivers Group 0.16% No change 2,948 $330K
Element Wealth, LLC 0.17% Reduce -3.5% 2,943 $329K
Avestar Capital, LLC 0.04% Add +16.5% 2,937 $328K
GDS Wealth Management 0.03% No change 2,933 $328K
Commerzbank Aktiengesellschaft 0.01% New 2,921 $327K
Verity & Verity, LLC 0.03% New 2,889 $323K
NWF Advisory Services Inc. 0.05% Add +4.8% 2,885 $323K
Greenfield Savings Bank 0.15% No change 2,875 $321K
First Command Advisory Services, Inc. 0.00% Reduce -4.1% 2,874 $321K
New England Capital Financial Advisors LLC 0.17% Reduce -2.1% 2,872 $321K
American Financial Advisors, LLC 0.04% Add +2.2% 2,868 $321K
First Nebraska Trust Co 0.03% Reduce -4.2% 2,855 $319K
Penbrook Management LLC 0.21% Reduce -30.5% 2,850 $319K
Pine Haven Investment Counsel, Inc 0.26% Reduce -1.1% 2,840 $318K
Capstone Investment Advisors, LLC 0.01% Reduce -56.3% 2,835 $317K
AIMZ Investment Advisors, LLC 0.11% Reduce -3.4% 2,834 $317K
Meridian Management Co. 0.08% Add +0.7% 2,822 $315K
Marmo Financial Group, LLC 0.17% No change 2,818 $315K
GM Advisory Group, LLC 0.02% Add +0.4% 2,814 $315K
Deseret Mutual Benefit Administrators 0.16% Reduce -1.9% 2,812 $314K
Silver Oak Securities, Incorporated 0.03% Add +42.7% 2,842 $314K
Sunburst Financial Group, LLC 0.08% No change 2,802 $313K
Platte River Wealth Advisors, LLC 0.08% No change 2,800 $313K
Capital Advisory Group Advisory Services, LLC 0.12% New 2,770 $310K
Charter Oak Capital Management, LLC 0.03% No change 2,766 $309K
Whalerock Point Partners, LLC 0.08% No change 2,756 $308K
Copperwynd Financial, LLC 0.09% Reduce -9.2% 2,750 $307K
CVA Family Office, LLC 0.05% Add +1.9% 2,740 $306K
Hantz Financial Services, Inc. 0.01% Add +0.8% 2,728 $305K
NDVR, Inc. 0.31% Add +0.8% 2,749 $304K
Stratos Wealth Advisors, LLC 0.01% Add +0.1% 2,713 $303K
Howard Bailey Securities, LLC 0.11% — 2,702 $302K
apricus wealth, LLC 0.20% No change 2,701 $302K
Northeast Financial Consultants Inc 0.01% No change 2,700 $302K
Signal Advisors Wealth, LLC 0.04% New 2,697 $302K
Cardiff Park Advisors, LLC 0.03% No change 2,682 $300K
First Financial Bankshares Inc 0.01% Add +1.1% 2,678 $299K
ORG Partners LLC 0.05% Reduce -74.7% 2,672 $299K
Obsidian Personal Planning Solutions LLC 0.16% Add +0.1% 2,846 $298K
Means Investment Co., Inc. 0.03% No change 2,663 $298K
Plimoth Trust Co. LLC 0.07% Reduce -6.5% 2,650 $296K
Deerfield Management Company, L.P. 0.00% New 2,645 $296K
Dorsey & Whitney Trust CO LLC 0.02% Add +13.0% 2,639 $295K
Crestwood Advisors Group, LLC 0.01% Reduce -0.6% 2,639 $295K
ARS Wealth Advisors Group, LLC 0.04% No change 2,636 $295K
Sentry LLC 0.06% No change 2,630 $294K
Perennial Investment Advisors, LLC 0.04% No change 2,628 $294K
Formidable Asset Management, LLC 0.05% Reduce -2.4% 2,627 $294K
T. Rowe Price Investment Management, Inc. 0.00% Add +24.1% 2,613 $293K
Stokes Family Office, LLC 0.03% No change 2,619 $293K
TD Waterhouse Canada Inc. 0.00% Reduce -2.5% 2,589 $292K
Rockline Wealth Management, LLC 0.08% No change 2,611 $292K
Buffington Mohr McNeal 0.05% Reduce -1.1% 2,606 $291K
Kaydan Wealth Management, Inc. 0.09% No change 2,605 $291K
Iowa State Bank 0.06% No change 2,595 $290K
Oakworth Capital, Inc. 0.02% Add +31.1% 2,564 $287K
Walker Asset Management, LLC 0.18% Add +0.4% 2,564 $287K
Central Pacific Bank - Trust Division 0.04% Reduce -7.1% 2,552 $285K
First Hawaiian Bank 0.01% Reduce -53.2% 2,543 $284K
Bfsg, LLC 0.03% No change 2,520 $282K
Quotient Wealth Partners, LLC 0.01% Reduce -3.4% 2,507 $280K
Towerpoint Wealth, LLC 0.13% Reduce -0.1% 2,500 $280K
Family Legacy, Inc. 0.09% No change 2,500 $280K
Courier Capital LLC 0.02% No change 2,500 $280K
United Bank 0.13% No change 2,497 $279K
McIlrath & Eck, LLC 0.04% Add +29.3% 2,490 $278K
Fourpath Capital Management, LLC 0.05% Reduce -0.4% 2,486 $278K
Penserra Capital Management LLC 0.01% Add +1.2% 2,484 $277K
Chapin Davis, Inc. 0.09% Add +0.2% 2,475 $277K
Waterloo Capital, L.P. 0.03% Add +4.6% 2,470 $276K
Silvant Capital Management LLC 0.01% No change 2,462 $275K
EverSource Wealth Advisors, LLC 0.02% Add +4.5% 2,453 $274K
Davis Investment Partners, LLC 0.11% No change 2,400 $274K
Rosenberg Matthew Hamilton 0.07% No change 2,451 $274K
West Family Investments, Inc. 0.09% Add +1.0% 2,446 $273K
Nichols & Pratt Advisers LLP 0.02% No change 2,440 $273K
HFG Advisors, Inc. 0.24% No change 2,438 $273K
Beacon Financial Group 0.03% Add +0.4% 2,435 $272K
Investment Partners, LTD. 0.11% Add +0.4% 2,435 $272K
Hancock Whitney Corp. 0.01% Add +6.2% 2,424 $271K
Carr Financial Group Corp 0.08% Add +0.1% 2,418 $270K
Coastal Bridge Advisors, LLC 0.07% No change 2,416 $270K
Q3 Asset Management 0.06% New 2,420 $270K
Heritage Financial Services, LLC 0.04% No change 2,414 $270K
Alera Investment Advisors, LLC 0.03% Add +1.6% 2,412 $270K
FWG Investments, LLC. 0.23% Reduce -9.9% 2,411 $270K
Trueblood Wealth Management, LLC 0.13% No change 2,402 $269K
Orcam Financial Group 0.26% No change 2,400 $268K
Five Oceans Advisors 0.13% Reduce -14.3% 2,400 $268K
Eagle Ridge Investment Management 0.02% No change 2,400 $268K
Orrstown Financial Services Inc. 0.08% New 2,397 $268K
Optas, LLC 0.06% Add +2.5% 2,397 $268K
HMS Capital Management, LLC 0.13% Add +6.1% 2,385 $267K
Luts & Greenleigh Group, Inc. 0.25% Add +0.4% 2,375 $266K
Royal Capital Wealth Management, LLC 0.19% Reduce -14.4% 2,372 $265K
Legacy Financial Advisors, Inc. 0.04% Reduce -4.0% 2,365 $264K
Chatham Capital Group, Inc. 0.04% Reduce -14.5% 2,364 $264K
Full Sail Capital, LLC 0.02% Reduce -50.0% 2,356 $263K
Sentry Investment Management LLC 0.11% No change 2,353 $263K
Guardian Wealth Advisors, LLC 0.16% Reduce -7.8% 2,348 $263K
Parkwoods Wealth Partners, LLC 0.22% — 2,346 $262K
Financial Futures Ltd Liability Co. 0.15% No change 2,331 $261K
Wealth Architects, LLC 0.03% Reduce -0.0% 2,316 $259K
Catalyst Financial Partners LLC 0.05% New 2,310 $258K
First Manhattan Co. Llc. 0.00% New 2,308 $258K
Madrona Financial Services, LLC 0.07% Add +0.0% 2,306 $258K
Legacy CG, LLC 0.08% No change 2,304 $258K
Lowe Brockenbrough & Co. Inc. 0.02% New 2,302 $257K
Avity Investment Management Inc. 0.02% Reduce -48.9% 2,300 $257K
Enterprise Financial Services Corp 0.15% Reduce -4.2% 2,297 $257K
BIP Wealth, LLC 0.02% New 2,291 $256K
Sherrill & Hutchins Financial Advisory, Inc 0.22% No change 2,276 $254K
Capital Advisors, Ltd. LLC 0.03% No change 2,272 $254K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,271 $254K
Mosaic Family Wealth Partners, LLC 0.04% No change 2,266 $253K
CHICAGO TRUST Co NA 0.05% No change 2,249 $251K
Boit C F David 0.12% No change 2,200 $251K
Wealth Group, Ltd. 0.17% New 2,241 $251K
Chicago Partners Investment Group LLC 0.01% Reduce -0.9% 2,237 $251K
Scotia Capital Inc. 0.00% Reduce -0.8% 2,242 $251K
Fulton Breakefield Broenniman LLC 0.02% New 2,239 $250K
Soltis Investment Advisors LLC 0.02% Reduce -32.1% 2,238 $250K
Davis R M Inc. 0.00% Reduce -14.3% 2,229 $249K
Foguth Wealth Management, LLC. 0.09% Reduce -12.0% 2,211 $249K
L.M. Kohn & Company 0.06% New 2,224 $249K
Cannon Wealth Management Services, LLC 0.23% — 2,210 $247K
Drive Wealth Management, LLC 0.06% New 2,209 $247K
Gitterman Wealth Management, LLC 0.10% New 2,208 $247K
Kornitzer Capital Management Inc. 0.00% New 2,202 $246K
Virtus Investment Advisers, LLC 0.20% New 2,200 $246K
O'ROURKE & COMPANY, Inc 0.12% New 2,200 $246K
Vision Capital Management, Inc. 0.03% New 2,200 $246K
Iron Horse Wealth Management, LLC 0.08% Reduce -27.9% 2,178 $244K
Jacobs & Co. 0.02% Reduce -15.5% 2,177 $243K
Edgestream Partners, L.P. 0.01% Reduce -57.0% 2,169 $242K
Midwest Financial Group LLC 0.14% New 2,168 $242K
Dynamic Wealth Strategies, LLC 0.20% Reduce -22.9% 2,160 $241K
Headinvest, LLC 0.04% New 2,146 $240K
Trail Ridge Investment Advisors, LLC 0.11% New 2,139 $240K
1858 Wealth Management, LLC 0.20% New 2,144 $240K
Aberdeen Wealth Management LLC 0.16% New 2,140 $239K
Ancora Advisors LLC 0.01% Reduce -2.3% 2,138 $239K
Continuum Advisory, LLC 0.03% Add +7.6% 2,168 $238K
IFP Advisors, Inc 0.01% Add +45.3% 2,122 $237K
CIC Wealth, LLC 0.06% New 2,122 $237K
Argyle Capital Management, LLC 0.09% New 2,120 $237K
BLB&B Advisors, LLC 0.01% New 2,119 $237K
Mma Asset Management LLC 0.06% New 2,116 $237K
Manchester Capital Management LLC 0.03% No change 2,106 $235K
Axiom Financial Strategies, LLC 0.12% New 2,101 $235K
Hikari Tsushin, Inc. 0.02% Add +0.3% 2,101 $235K
Buckingham Capital Management, Inc. 0.03% New 2,100 $235K
Sicart Associates LLC 0.08% New 2,098 $235K
Certuity, LLC 0.03% Reduce -28.8% 2,097 $234K
Austin Asset Management Co Inc 0.05% New 2,092 $234K
Baker Tilly Wealth Management, LLC 0.10% New 2,087 $233K
Sompo Asset Management Co., Ltd. 0.04% Reduce -16.8% 2,080 $233K
Spire Wealth Management 0.01% Reduce -30.2% 2,076 $232K
Renasant Bank 0.15% New 2,076 $232K
Lodestone Wealth Management LLC 0.12% New 2,072 $232K
Brown Miller Wealth Management, LLC 0.09% New 2,060 $230K
Brave Asset Management Inc. 0.06% New 2,059 $230K
Stratos Investment Management, LLC 0.02% New 2,043 $228K
Modern Wealth Management, LLC 0.01% New 2,032 $227K
TSA Wealth Managment LLC 0.09% New 2,027 $227K
L2 Asset Management, LLC 0.06% New 2,025 $226K
OneAscent Financial Services LLC 0.16% Reduce -40.7% 2,023 $226K
Heritage Wealth Partners, LLC 0.27% New 2,020 $226K
iSAM Funds (UK) Ltd 0.13% New 2,014 $225K
Heartwood Wealth Advisors LLC 0.02% New 2,006 $224K
Am Investment Strategies LLC 0.05% New 2,000 $224K
Private Harbour Investment Management & Counsel, LLC 0.24% New 2,000 $224K
Mechanics Financial Corp 0.10% No change 2,000 $224K
McElhenny Sheffield Capital Management, LLC 0.07% New 2,000 $224K
Blume Capital Management, Inc. 0.05% No change 2,000 $224K
Fagan Associates, Inc. 0.04% New 2,000 $224K
Oberweis Asset Management Inc./ 0.01% New 2,000 $224K
Staley Capital Advisers Inc. 0.01% New 2,000 $224K
LMCG Investments, LLC 0.01% New 1,999 $223K
TCI Wealth Advisors, Inc. 0.02% New 1,995 $223K
Rockbridge Investment Management, LCC 0.03% New 1,989 $222K
Nwam LLC 0.01% New 1,979 $221K
Addison Advisors LLC 0.06% No change 1,979 $221K
Affinity Capital Advisors, LLC 0.04% New 1,977 $221K
Alpha Omega Wealth Management LLC 0.04% New 1,977 $221K
Vicus Capital 0.02% New 1,973 $221K
Laidlaw Wealth Management LLC 0.11% New 1,972 $220K
Mayfair Advisory Group, LLC 0.14% New 1,908 $220K
Callan Capital, LLC 0.02% New 1,964 $220K
Keating Investment Counselors Inc. 0.07% New 1,961 $219K
Bill Few Associates, Inc. 0.08% New 1,950 $218K
Norden Group LLC 0.03% New 1,936 $216K
Claro Advisors Inc. 0.03% New 1,935 $216K
Patton Albertson Miller Group, LLC 0.03% New 1,928 $216K
Keystone Financial Group 0.03% New 1,927 $215K
Apexium Financial, LP 0.01% New 1,923 $215K
Norris Perne & French LLP 0.01% New 1,920 $215K
United Advisor Group, LLC 0.05% New 1,915 $214K
Elevate Wealth Advisory, Inc. 0.16% New 1,913 $214K
Prelude Capital Management, LLC 0.02% New 1,902 $213K
Plante Moran Financial Advisors, LLC 0.02% Add +24.9% 1,902 $213K
Union Savings Bank 0.10% Add +11.8% 1,899 $212K
Convergence Investment Partners, LLC 0.06% New 1,898 $212K
SageView Advisory Group, LLC 0.01% Reduce -31.5% 1,887 $211K
ICONIQ Capital, LLC 0.00% New 1,886 $211K
Clear Harbor Asset Management, LLC 0.02% New 1,885 $211K
Joule Financial, LLC 0.08% New 1,883 $211K
Boston Research & Management Inc. 0.05% New 1,880 $210K
M. Kulyk & Associates, LLC 0.04% New 1,880 $210K
Bath Savings Trust Co 0.02% New 1,875 $210K
Roundview Capital LLC 0.02% New 1,869 $209K
XML Financial, LLC 0.02% New 1,855 $207K
Neville Rodie & Shaw Inc. 0.02% New 1,852 $207K
Foster Group, Inc. 0.01% New 1,839 $206K
Regent Peak Wealth Advisors LLC 0.05% New 1,831 $205K
WorthPointe, LLC 0.09% New 1,822 $204K
LCNB Corp. 0.07% New 1,821 $204K
Pettinga Financial Advisors LLC 0.05% New 1,816 $203K
KOM Wealth Management Group, LLC 0.17% New 1,815 $203K
Caldwell Sutter Capital, Inc. 0.09% No change 1,815 $203K
Curi Capital, LLC 0.00% Reduce -25.8% 1,815 $203K
LVW Advisors, LLC 0.03% New 1,812 $203K
LGT Fund Management Co Ltd. 0.02% New 1,770 $202K
Compass Ion Advisors, LLC 0.02% New 1,807 $202K
Seven Mile Advisory 0.13% New 1,803 $202K
DRW Securities, LLC 0.01% Reduce -86.4% 1,809 $201K
Ifrah Financial Services, Inc. 0.05% New 1,798 $201K
Sugarloaf Wealth Management, LLC 0.03% Add +0.1% 1,765 $197K
Colonial Trust Advisors 0.02% Reduce -1.1% 1,756 $196K
Alta Advisers Ltd 0.09% No change 1,700 $190K
Wellington Shields Capital Management, LLC 0.03% No change 1,700 $190K
Cromwell Holdings LLC 0.12% No change 1,604 $179K
Ransom Advisory, Ltd 0.08% No change 1,600 $179K
Rise Advisors, LLC 0.09% Add +0.4% 1,587 $177K
AdvisorNet Financial, Inc 0.01% Add +7.3% 1,584 $177K
Avior Wealth Management, LLC 0.01% Add +0.4% 1,583 $177K
Lindbrook Capital, LLC 0.02% Reduce -2.0% 1,568 $175K
Smithfield Trust Co 0.01% No change 1,560 $175K
WFA of San Diego, LLC 0.14% No change 1,500 $168K
Davis Capital Management 0.13% Reduce -4.5% 1,481 $166K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -81.7% 1,480 $165K
Planned Solutions, Inc. 0.07% New 1,450 $162K
Accent Capital Management, LLC 0.09% No change 1,400 $157K
Strengthening Families & Communities, LLC 0.04% Reduce -0.5% 1,400 $157K
OAKMONT Corp 0.03% No change 1,459 $153K
Financial Network Wealth Advisors LLC 0.13% Add +0.9% 1,358 $152K
Capital Analysts, LLC 0.01% Reduce -71.8% 1,351 $151K
Barrett & Company, Inc. 0.06% Reduce -0.1% 1,339 $150K
Standard Family Office LLC 0.17% No change 1,288 $144K
Old Second National Bank of Aurora 0.03% No change 1,252 $140K
SJS Investment Consulting Inc. 0.02% Reduce -34.7% 1,247 $139K
CKW Financial Group 0.02% No change 1,210 $137K
American National Bank & Trust 0.02% Reduce -41.6% 1,206 $135K
Riverview Trust Co 0.12% Add +0.9% 1,179 $132K
Pineridge Advisors LLC 0.05% No change 1,159 $130K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -7.3% 1,113 $124K
Crewe Advisors LLC 0.01% Add +0.5% 1,107 $124K
Independence Bank of Kentucky 0.03% Add +1000.0% 1,100 $123K
Center for Financial Planning, Inc. 0.02% No change 1,100 $123K
Rothschild Investment LLC 0.01% Add +18.2% 1,093 $122K
Bangor Savings Bank 0.01% Add +34.5% 1,080 $121K
Hanson & Doremus Investment Management 0.02% No change 1,071 $120K
Tobam 0.02% No change 1,067 $119K
Beach Investment Counsel Inc. 0.01% No change 1,050 $117K
Princeton Global Asset Management LLC 0.02% No change 1,030 $115K
Kozak & Associates, Inc. 0.03% Add +0.4% 1,006 $115K
Coppell Advisory Solutions LLC 0.02% Reduce -37.7% 1,036 $115K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,013 $113K
SYSTM Wealth Solutions LLC 3.41% — 1,006 $112K
Sunbelt Securities, Inc. 0.01% Reduce -20.1% 986 $110K
Towne Trust Company, N.A 0.04% No change 943 $105K
Blue Chip Partners, LLC 0.01% New 915 $102K
Webster Bank, N. A. 0.01% No change 895 $100K
Main Street Group, LTD 0.04% Add +1.9% 880 $98K
Elgethun Capital Management 0.02% Reduce -45.4% 879 $98K
Centennial Bank 0.04% No change 875 $98K
Loomis Sayles & Co. L P 0.00% Add +8.8% 865 $97K
Ashton Thomas Securities, LLC 0.02% New 843 $94K
North Star Investment Management Corp. 0.01% Add +0.1% 842 $94K
HHM Wealth Advisors, LLC 0.01% Add +32.0% 824 $92K
Tacita Capital Inc 0.06% No change 805 $90K
Bank & Trust Co 0.07% No change 800 $89K
Atticus Wealth Management, LLC 0.03% Reduce -1.5% 790 $88K
Acadian Asset Management LLC 0.00% Reduce -94.2% 782 $87K
Pathway Financial Advisers, LLC 0.04% Add +0.4% 771 $86K
Battery Global Advisors, LLC 0.04% New 718 $80K
Mb, Levis & Associates, LLC 0.04% Add +0.4% 689 $77K
Cape Investment Advisory, Inc. 0.03% Add +65.1% 667 $75K
Intact Investment Management Inc. 0.00% New 660 $74K
Zions Bancorporation, N.A. 0.01% Reduce -15.9% 656 $73K
American Capital Advisory, LLC 0.04% No change 650 $73K
Fuller & Thaler Asset Management, Inc. 0.00% Add +0.8% 650 $73K
Bell Investment Advisors, Inc 0.01% Reduce -2.0% 627 $70K
Salem Investment Counselors Inc. 0.00% No change 625 $70K
Heritage Wealth Advisors 0.00% Add +7.0% 624 $70K
Quent Capital, LLC 0.01% No change 605 $68K
Tradewinds Capital Management, LLC 0.02% Add +0.5% 603 $67K
Baldwin Wealth Partners LLC 0.00% Add +0.5% 583 $65K
Fairscale Capital, LLC 0.06% No change 575 $64K
CarsonAllaria Wealth Management, Ltd. 0.04% Add +0.4% 548 $61K
Richardson Financial Services Inc. 0.04% No change 633 $57K
Asset Dedication, LLC 0.00% Reduce -7.4% 502 $56K
MeadowBrook Investment Advisors LLC 0.05% No change 500 $56K
Piscataqua Savings Bank 0.05% No change 500 $56K
JFS Wealth Advisors, LLC 0.00% Add +1.5% 480 $54K
Valued Wealth Advisors LLC 0.03% Add +116.7% 479 $54K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -0.2% 475 $53K
Salomon & Ludwin, LLC 0.01% No change 473 $53K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +137.4% 470 $53K
Peterson Financial Group, Inc. 0.20% New 468 $52K
Motco 0.01% No change 458 $51K
West Branch Capital LLC 0.02% No change 458 $51K
Catalyst Capital Advisors LLC 0.00% New 457 $51K
Lanark Financial, Inc. 0.00% Reduce -8.2% 451 $50K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -30.2% 440 $49K
Sachetta, LLC 0.02% No change 433 $48K
Raleigh Capital Management Inc. 0.02% Add +4.6% 431 $48K
Aspire Private Capital, LLC 0.01% No change 405 $45K
Planning Capital Management Corp 0.03% Reduce -18.3% 403 $45K
Hemington Wealth Management 0.01% New 434 $45K
Kennebec Savings Bank 0.04% — 400 $45K
Robbins Farley 0.02% No change 400 $45K
JCIC Asset Management Inc. 0.02% No change 400 $45K
First United Bank & Trust 0.02% No change 400 $45K
Missouri Trust & Investment Co 0.02% No change 400 $45K
Arlington Trust Co LLC 0.01% No change 400 $45K
Trust Co 0.01% No change 400 $45K
Park Place Capital Corp 0.01% Reduce -4.9% 388 $43K
Cedar Wealth Management, LLC 0.01% No change 386 $43K
First PREMIER Bank 0.01% No change 383 $43K
Grove Bank & Trust 0.01% Add +20.8% 384 $43K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 381 $43K
Country Trust Bank 0.00% No change 374 $42K
CBIZ Investment Advisory Services, LLC 0.00% No change 373 $42K
Elequin Capital, LP 0.09% Add +625.5% 370 $41K
Covestor Ltd 0.03% Add +41.8% 363 $41K
Silicon Valley Capital Partners 0.01% Add +0.3% 363 $41K
Johnson Financial Group, Inc. 0.00% No change 351 $39K
Raelipskie Partnership 0.02% New 340 $38K
Tompkins Financial Corp. 0.00% Reduce -82.8% 333 $37K
Armstrong Advisory Group, Inc. 0.00% Add +0.3% 326 $37K
Criterion Capital Advisors, LLC 0.02% No change 400 $36K
Carmichael Hill & Associates, Inc. 0.01% No change 319 $36K
Atwood & Palmer Inc. 0.00% No change 315 $35K
GoalVest Advisory LLC 0.01% No change 313 $35K
Integrated Investment Consultants, LLC 0.01% New 24,293 $34K
Darwin Wealth Management, LLC 0.01% New 305 $34K
Syntax Research, Inc. 0.02% No change 300 $34K
Front Row Advisors LLC 0.01% No change 300 $34K
Hilltop National Bank 0.01% No change 300 $34K
Bruce G. Allen Investments, LLC 0.03% Reduce -19.0% 290 $32K
Bogart Wealth, LLC 0.00% No change 290 $32K
Financial Perspectives, Inc 0.01% No change 289 $32K
GW&K Investment Management, LLC 0.00% Add +7.9% 287 $32K
Investors Research Corp 0.01% Reduce -55.4% 282 $32K
Hexagon Capital Partners LLC 0.01% Reduce -33.2% 278 $31K
Community Bank, N.A. 0.00% No change 273 $31K
Fortitude Family Office, LLC 0.01% No change 265 $30K
Operose Advisors LLC 0.01% No change 256 $29K
Tortoise Investment Management, LLC 0.00% No change 226 $25K
SRH Advisors, LLC 0.01% No change 226 $25K
Stephens Consulting, LLC 0.01% No change 226 $25K
First Community Trust NA 0.02% No change 222 $25K
Pacific Center for Financial Services 0.01% No change 220 $25K
Guardian Wealth Management, Inc. 0.02% No change 215 $24K
Financial Management Professionals, Inc. 0.00% Add +13.9% 205 $23K
Pacifica Partners Inc. 0.01% No change 200 $22K
Strategic Investment Solutions, Inc. 0.01% No change 200 $22K
Perkins Coie Trust Co 0.01% No change 200 $22K
Ramirez Asset Management, Inc. 0.00% No change 200 $22K
Marquette Asset Management, LLC 0.00% No change 200 $22K
City State Bank 0.01% No change 193 $22K
Aspect Partners, LLC 0.01% Reduce -13.7% 177 $20K
Meeder Asset Management Inc. 0.00% Add +3.0% 174 $19K
Private Wealth Management Group, LLC 0.01% Reduce -7.4% 163 $18K
Nemes Rush Group LLC 0.00% No change 210 $18K
Ogorek Anthony Joseph /NY/ 0.01% No change 164 $18K
Northwest Investment Counselors, LLC 0.00% New 160 $18K
Archer Investment Corp 0.00% New 154 $17K
New Age Alpha Advisors, LLC 0.01% New 148 $17K
Cornerstone Planning Group LLC 0.00% Reduce -30.4% 144 $16K
Broadwater Capital Management LLC 0.01% No change 138 $15K
Semmax Financial Advisors Inc. 0.00% Add +72.9% 121 $13K
Evermay Wealth Management LLC 0.00% Reduce -33.3% 120 $13K
Cetera Trust Company, N.A 0.01% No change 118 $13K
Keener Financial Planning LLC 0.01% No change 125 $13K
West Financial Advisors, LLC 0.00% No change 105 $12K
Arax Advisory Partners 0.00% Add +7.4% 102 $11K
NewSquare Capital LLC 0.00% No change 100 $11K
Bay Harbor Wealth Management, LLC 0.00% New 99 $11K
Raffa Wealth Management, LLC 0.00% Add +24.7% 96 $11K
First Pacific Financial 0.00% No change 94 $11K
Prestige Wealth Management Group LLC 0.00% No change 93 $10K
Northwest Capital Management Inc 0.00% No change 92 $10K
Versant Capital Management, Inc 0.00% No change 89 $10K
Wells Financial Advisors INC 0.01% New 85 $10K
Financial Freedom, LLC 0.00% No change 83 $9K
Highline Wealth Partners LLC 0.00% Add +16.9% 83 $9K
Winch Advisory Services, LLC 0.00% Add +1.3% 80 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -7.1% 78 $9K
Earned Wealth Advisors, LLC 0.00% New 78 $9K
Ruedi Wealth Management, Inc. 0.00% Reduce -10.3% 78 $9K
McClarren Financial Advisors, Inc. 0.00% Reduce -18.0% 73 $8K
Leonteq Securities AG 0.00% Add +3.1% 67 $7K
Hollencrest Capital Management 0.00% No change 65 $7K
Proffitt & Goodson Inc. 0.00% New 64 $7K
Halpern Financial, Inc. 0.00% No change 61 $7K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 60 $7K
Avion Wealth 0.00% No change 57 $6K
Carolinas Wealth Consulting LLC 0.00% Add +10.4% 53 $6K
FWL Investment Management, LLC 0.00% No change 53 $6K
True Wealth Design, LLC 0.00% Reduce -85.2% 52 $6K
WealthCollab, LLC 0.00% No change 51 $6K
West Paces Advisors Inc. 0.00% Reduce -44.4% 50 $6K
Atlas Capital Advisors Inc. 0.00% No change 46 $5K
1620 Investment Advisors, Inc. 0.00% Add +21.1% 46 $5K
C M Bidwell & Associates Ltd. 0.00% New 45 $5K
Valley National Advisers Inc. 0.00% Reduce -58.6% 46 $5K
Dunhill Financial, LLC 0.00% No change 44 $5K
Trifecta Capital Advisors, LLC 0.00% No change 42 $5K
Burkett Financial Services, LLC 0.00% New 40 $4K
Longfellow Investment Management Co. LLC 0.00% No change 33 $4K
Global Wealth Strategies & Associates 0.00% No change 32 $4K
Boyd Watterson Asset Management LLC 0.00% No change 27 $3K
TFC Financial Management, Inc. 0.00% No change 23 $3K
Legacy Investment Solutions, LLC 0.00% — 23 $3K
Legacy Wealth Managment, LLC 0.00% — 23 $3K
PSI Advisors, LLC 0.00% No change 19 $2K
Nvwm, LLC 0.00% No change 17 $2K
Wolff Wiese Magana LLC 0.00% No change 15 $2K
AlphaQuest LLC 0.00% New 14 $2K
Rakuten Securities, Inc. 0.00% Reduce -79.0% 13 $1K
TD Capital Management LLC 0.00% No change 12 $1K
JDM Financial Group LLC 0.00% New 12 $1K
Voisard Asset Management Group, Inc. 0.00% New 11 $1K
SOA Wealth Advisors, LLC. 0.00% No change 10 $1K
Reston Wealth Management LLC 0.00% New 9 $1K
Belpointe Asset Management LLC 0.00% No change 8 $894
WestEnd Advisors, LLC 0.00% Add +33.3% 4 $447
First Personal Financial Services 0.00% New 2 $224
Mendota Financial Group, LLC 0.00% New 1 $112
Y.D. More Investments Ltd 0.00% Add +5.0% 294 $89

"% of holder's portfolio" is AFL's weight in each manager's 13F, not the share of Aflac Inc. the manager owns.