Arthur J Gallagher &AJG

13F holders, Q3 2024 (September 30)
1,202holders +51
109new positions
60sold out
7famous investors
$281.43avg. 13F price*

At the end of Q3 2024, 1,202 institutions reported holding Arthur J Gallagher & Co. (AJG) in their 13F filings, up 51 from Q2 2024. 109 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($7.3B), BlackRock, Inc. ($4.9B) and FMR LLC ($3.5B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Arthur J Gallagher & Co.
Filed as
GALLAGHER ARTHUR J & CO (Q3 2024)
Sector
Finance
CUSIP
363576109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions109$153.7M
Exits60$127.0M

All 13F filers, Q2 2024 → Q3 2024: 6,056,193 shares bought and 7,944,059 shares sold, net −1,887,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,202 holders

Vanguard Group Inc. 0.13% Add +0.8% 25,820,473 $7.3B
BlackRock, Inc. 0.10% — 17,520,868 $4.9B
FMR LLC 0.21% Add +5.0% 12,305,478 $3.5B
Capital International Investors 0.53% Reduce -4.2% 9,761,771 $2.7B
State Street Corp. 0.10% Add +0.5% 8,932,007 $2.5B
Morgan Stanley 0.14% Reduce -1.4% 6,938,779 $2.0B
Capital World Investors 0.27% Add +8.3% 6,288,942 $1.8B
Geode Capital Management, LLC 0.12% Add +1.5% 5,490,728 $1.5B
Norges Bank 0.20% Reduce -10.7% 5,181,336 $1.5B
JPMorgan Chase & Co. 0.11% Add +3.0% 4,844,657 $1.4B
Massachusetts Financial Services Co. 0.27% Add +13.6% 3,196,992 $899.5M
Brown Advisory Inc. 0.95% Reduce -1.9% 2,697,100 $758.9M
Baillie Gifford & Co. 0.50% Reduce -4.3% 2,380,947 $669.9M
WCM Investment Management, LLC 1.48% Reduce -10.0% 2,342,872 $654.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.63% Add +8.8% 2,091,763 $588.6M
Invesco Ltd. 0.11% Reduce -8.8% 1,931,294 $543.4M
Northern Trust Corp. 0.09% Reduce -4.3% 1,875,108 $527.6M
Charles Schwab Investment Management Inc. 0.10% Reduce -0.6% 1,844,296 $518.9M
Brown Brothers Harriman & Co. 2.79% Reduce -0.4% 1,458,416 $410.4M
Goldman Sachs Group Inc. 0.08% Add +20.1% 1,422,137 $400.1M
Envestnet Asset Management Inc. 0.13% Add +0.8% 1,421,250 $399.9M
Bank of New York Mellon Corp 0.07% Reduce -2.1% 1,407,669 $396.1M
Janus Henderson Group PLC 0.19% Add +2.4% 1,330,703 $374.4M
Legal & General Group Plc 0.09% Reduce -3.8% 1,208,129 $339.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -7.8% 1,129,255 $317.7M
Bank of America Corp. 0.03% Add +11.9% 1,111,850 $312.8M
Wellington Management Group LLP 0.05% Reduce -8.7% 1,077,036 $303.0M
California Public Employees Retirement System 0.20% Reduce -5.1% 995,051 $280.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.27% Reduce -3.7% 928,894 $261.4M
Boston Partners 0.29% Reduce -0.8% 886,091 $249.7M
Principal Financial Group Inc. 0.14% Add +231.2% 885,796 $249.2M
Manufacturers Life Insurance Company, The 0.22% Reduce -15.8% 879,253 $247.4M
Findlay Park Partners LLP 2.29% Reduce -32.7% 861,201 $242.3M
FIL Ltd 0.22% Reduce -21.0% 852,522 $239.9M
Bessemer Group Inc. 0.39% Add +0.2% 851,168 $239.5M
Mawer Investment Management Ltd. 1.03% Reduce -1.4% 800,455 $225.2M
Guinness Asset Management LTD 4.26% Add +4.6% 799,231 $224.8M
TD Asset Management Inc 0.20% Add +7.5% 799,719 $223.5M
Voya Investment Management LLC 0.26% Add +1.0% 769,182 $216.0M
Beck Mack & Oliver LLC 4.20% Add +0.6% 767,173 $215.9M
Dimensional Fund Advisors LP 0.05% Add +1.0% 680,479 $191.5M
Nuveen Asset Management, LLC 0.05% Reduce -1.7% 660,024 $185.7M
Royal Bank of Canada 0.04% Reduce -3.9% 654,298 $184.1M
Swiss National Bank 0.12% Add +1.0% 648,500 $182.5M
HSBC Holdings PLC 0.11% Add +47.2% 644,003 $180.7M
Stonehage Fleming Financial Services Holdings Ltd 4.74% Reduce -0.8% 637,555 $179.4M
Barclays PLC 0.07% Reduce -1.8% 595,329 $167.5M
Allianz Asset Management GmbH 0.26% Reduce -9.0% 595,328 $167.5M
Burgundy Asset Management Ltd. 1.61% Add +2.6% 579,449 $163.0M
Chilton Investment Co. Inc. 4.27% Add +0.4% 579,305 $163.0M
Artisan Partners Limited Partnership 0.24% Reduce -21.5% 559,010 $157.3M
Bank Julius Baer & Co. Ltd, Zurich 0.52% Reduce -4.5% 487,631 $155.5M
UBS Group AG 0.04% Add +10.6% 549,325 $154.6M
Zacks Investment Management 1.32% Add +10.3% 542,525 $152.7M
Franklin Resources Inc. 0.04% Add +1.4% 523,324 $151.6M
Mercer Global Advisors Inc. 0.35% Add +0.2% 519,337 $148.7M
Global Retirement Partners, LLC 4.33% Add +0.1% 509,520 $143.4M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +1.9% 489,786 $137.8M
Fort Pitt Capital Group, LLC 3.87% Reduce -1.5% 489,254 $137.7M
Amundi 0.05% Add +6.2% 447,615 $131.2M
Congress Asset Management Co. 0.87% Add +1.5% 451,131 $126.9M
National Pension Service 0.12% Add +10.2% 449,970 $126.6M
Lord, Abbett & Co. LLC 0.40% Reduce -1.4% 437,015 $123.0M
Fenimore Asset Management Inc 2.31% Reduce -1.1% 407,308 $114.6M
Regions Financial Corp. 0.82% Reduce -1.8% 402,668 $113.3M
Rhumbline Advisers 0.10% Reduce -6.6% 401,051 $112.8M
TrinityBridge Ltd 3.40% Add +7.4% 392,644 $110.5M
Deutsche Bank AG 0.04% Reduce -22.6% 388,891 $109.4M
T. Rowe Price Associates Inc. 0.01% Reduce -13.8% 380,148 $107.0M
Wells Fargo & Company 0.03% Reduce -7.0% 365,317 $102.8M
Raymond James & Associates 0.06% Add +0.4% 360,527 $101.4M
Champlain Investment Partners, LLC 0.60% Reduce -41.7% 355,285 $100.0M
Aviva PLC 0.26% Add +7.7% 354,020 $99.6M
Natixis Advisors, LLC 0.19% Add +1.5% 351,953 $99.0M
CI Investments Inc. 0.36% Reduce -5.0% 336,128 $94.6M
Axiom Investors LLC 0.80% Add +44.4% 325,289 $91.5M
Nomura Asset Management Co. Ltd. 0.28% Add +431.9% 323,880 $91.1M
California State Teachers Retirement System 0.11% Reduce -1.1% 320,242 $90.1M
Citigroup Inc. 0.08% Add +101.8% 305,002 $85.8M
Welch & Forbes LLC 1.08% Reduce -1.0% 302,758 $85.2M
Mitsubishi UFJ Trust & Banking Corp 0.19% Reduce -5.0% 301,020 $84.7M
Kornitzer Capital Management Inc. 1.51% Reduce -4.0% 290,058 $81.6M
Westwood Holdings Group Inc. 0.63% Reduce -7.4% 289,651 $81.5M
Nissay Asset Management Corp. /Japan 0.49% Reduce -3.4% 275,479 $77.5M
Woodley Farra Manion Portfolio Management Inc. 3.89% Reduce -0.1% 274,717 $77.3M
Capital Research Global Investors 0.02% Reduce -10.1% 262,054 $73.7M
Bank of Montreal 0.03% Reduce -22.7% 252,568 $70.6M
King Luther Capital Management Corp. 0.30% Reduce -0.0% 245,941 $69.2M
Alliancebernstein L.P. 0.02% Reduce -1.0% 245,404 $69.0M
Comerica Bank 0.27% Reduce -1.7% 242,268 $68.2M
Welch Group, LLC 2.88% Reduce -1.5% 235,046 $66.1M
BNP Paribas Financial Markets 0.06% Add +2.5% 230,645 $64.9M
Westfield Capital Management Co. LP 0.29% Reduce -10.5% 229,225 $64.5M
CANADA LIFE ASSURANCE Co 0.11% Add +3.3% 228,897 $64.5M
Employees Retirement System of Texas 0.64% No change 223,000 $62.7M
Capital Group Private Client Services, Inc. 0.57% Reduce -3.5% 213,329 $60.0M
Premier Fund Managers Ltd 1.98% No change 200,000 $55.9M
KBC Group NV 0.17% Add +36.6% 198,368 $55.8M
State Board of Administration of Florida Retirement System 0.11% Add +0.1% 197,054 $55.4M
Mountain Pacific Investment Advisers LLC 3.70% Reduce -0.7% 192,457 $54.2M
Eventide Asset Management, LLC 0.93% Reduce -3.3% 192,204 $54.1M
Old Republic International Corp. 2.01% No change 190,800 $53.7M
New York State Common Retirement Fund 0.07% Reduce -15.4% 190,555 $53.6M
Korea Investment CORP 0.13% Add +2.8% 190,392 $53.6M
Gateway Investment Advisers LLC 0.58% Add +0.0% 187,074 $52.6M
NewEdge Advisors, LLC 0.34% Reduce -1.4% 184,751 $52.0M
MML Investors Services, LLC 0.19% Add +1.1% 183,857 $51.7M
Sei Investments Co. 0.07% Reduce -9.1% 182,421 $51.3M
New York State Teachers Retirement System 0.10% Reduce -0.0% 175,911 $49.5M
Retirement Systems of Alabama 0.18% Reduce -15.3% 174,364 $49.1M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -80.9% 172,709 $48.6M
Stifel Financial Corp. 0.05% Reduce -0.5% 169,408 $47.7M
Fort Washington Investment Advisors Inc. 0.29% Add +1.3% 167,364 $47.1M
Prudential Financial Inc. 0.06% Reduce -0.8% 157,273 $44.3M
Clark Capital Management Group, Inc. 0.30% Add +1.1% 155,213 $43.7M
Danske Bank A/S 0.14% Add +70.4% 153,947 $43.3M
Truist Financial Corp. 0.07% Reduce -0.5% 150,146 $42.2M
Storebrand Asset Management As 0.13% Reduce -9.1% 148,810 $41.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.64% No change 145,758 $41.0M
Dearborn Partners LLC 1.66% Reduce -4.2% 145,549 $41.0M
Anchor Capital Advisors LLC 1.04% Reduce -3.3% 139,597 $39.3M
Macquarie Group Ltd. 0.04% Reduce -3.4% 130,473 $36.7M
LPL Financial LLC 0.02% Add +16.2% 128,773 $36.2M
Cornerstone Capital, Inc. 3.32% Reduce -0.4% 126,473 $35.6M
Royal London Asset Management Ltd. 0.09% Add +45.4% 125,644 $35.4M
State of Wisconsin Investment Board 0.09% Add +7.3% 125,069 $35.2M
Campbell Newman Asset Management Inc. 2.62% Reduce -0.2% 123,967 $34.9M
CIBC Private Wealth Group LLC 0.06% Add +897.5% 121,415 $34.2M
American Century Companies Inc. 0.02% Reduce -79.9% 120,600 $33.9M
STRS Ohio 0.13% No change 120,000 $33.8M
National Bank of Canada 0.04% Add +74.8% 119,737 $33.7M
Qube Research & Technologies Ltd 0.06% Add +126.1% 119,590 $33.6M
Thomasville National Bank 2.48% Reduce -2.3% 119,073 $33.5M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -1.5% 117,528 $33.1M
AQR Capital Management 0.05% Add +4.3% 117,989 $32.9M
Jia Investment Alliance Pte. LTD. 3.31% Reduce -27.7% 115,400 $32.5M
Federation des caisses Desjardins du Quebec 0.16% Reduce -21.6% 114,057 $32.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.19% Reduce -29.2% 113,956 $32.1M
Ferguson Wellman Capital Management, Inc. 0.62% Reduce -2.0% 113,026 $31.8M
D. E. Shaw & Co. 0.04% Add +75.0% 109,120 $30.7M
DekaBank Deutsche Girozentrale 0.06% Add +15.7% 109,639 $30.4M
Schroder Investment Management Group 0.03% Add +44.7% 108,409 $30.3M
PhiloSmith Capital Corp 7.59% No change 106,725 $30.0M
Woodline Partners LP 0.25% Reduce -71.8% 106,306 $29.9M
Pictet Asset Management Holding SA 0.03% Add +8.3% 105,908 $29.8M
M&G PLC 0.18% Reduce -8.2% 105,792 $29.7M
Mackenzie Financial Corp. 0.04% Add +22.6% 105,151 $29.6M
Central Securities Corp 2.87% No change 105,000 $29.5M
Raymond James Financial Services Advisors, Inc. 0.04% Reduce -9.7% 103,796 $29.2M
Benjamin Edwards Inc. 0.41% Add +1486.5% 101,172 $28.5M
Victory Capital Management Inc. 0.03% Reduce -1.7% 100,752 $28.3M
Boston Financial Mangement LLC 0.82% Add +0.3% 97,259 $27.4M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -58.0% 96,503 $27.2M
APG Asset Management N.V. 0.18% Reduce -64.2% 107,587 $27.1M
Van Hulzen Asset Management, LLC 1.96% Reduce -18.2% 96,147 $27.1M
Russell Investments Group, Ltd. 0.04% Add +14.7% 96,085 $27.0M
Ameriprise Financial Inc. 0.01% Reduce -1.5% 95,012 $26.8M
Treasurer of the State of North Carolina 0.11% Add +0.4% 94,330 $26.5M
Cumberland Partners Ltd 1.82% Reduce -0.3% 93,371 $26.3M
Cullen/Frost Bankers, Inc. 0.36% Add +0.7% 92,894 $26.1M
Alyeska Investment Group, L.P. 0.13% Add +28.8% 92,472 $26.0M
Resona Asset Management Co.,Ltd. 0.15% Reduce -1.5% 92,077 $25.9M
Sonora Investment Management Group, LLC 1.94% Add +0.6% 91,985 $25.9M
Capital International Sarl 0.66% Add +12.1% 91,827 $25.8M
US Bancorp \de 0.03% Reduce -8.2% 91,620 $25.8M
Renaissance Technologies 0.04% New 90,700 $25.5M
Blair William & Co. 0.07% Add +1.7% 89,034 $25.1M
Calamos Advisors LLC 0.17% Reduce -2.4% 87,649 $24.7M
Capital International, Inc. 0.31% Add +3.0% 87,232 $24.5M
Dakota Wealth Management 0.55% Add +17.2% 86,597 $24.4M
RDST Capital LLC 5.43% Reduce -38.7% 85,515 $24.1M
Asset Management One Co., Ltd. 0.08% Add +1.2% 84,676 $23.8M
Payden & Rygel 1.84% Reduce -41.7% 84,600 $23.8M
Tredje AP-fonden 0.21% Add +16.4% 84,059 $23.7M
First Trust Advisors LP 0.02% Add +93.3% 83,365 $23.5M
Mn Services Vermogensbeheer B.V. 0.16% Reduce -3.5% 83,210 $23.4M
ARS Investment Partners, LLC 2.10% Reduce -0.3% 83,206 $23.4M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -3.3% 83,141 $23.4M
Investment Management Corp of Ontario 0.52% Reduce -21.6% 82,236 $23.1M
State of New Jersey Common Pension Fund D 0.09% No change 81,027 $22.8M
Prospector Partners LLC 2.46% Add +0.3% 80,964 $22.8M
Toronto Dominion Bank 0.04% Reduce -29.5% 79,192 $22.3M
Baldwin Wealth Partners LLC 1.49% Add +5.1% 77,784 $21.9M
United Capital Financial Advisors, LLC 0.18% Reduce -7.8% 77,663 $21.9M
BNP Paribas 0.89% Add +1.4% 76,358 $21.5M
Exencial Wealth Advisors, LLC 0.77% Reduce -0.5% 76,242 $21.5M
Professional Advisory Services Inc. 2.57% Reduce -8.6% 75,848 $21.3M
Rafferty Asset Management, LLC 0.07% Reduce -3.3% 74,282 $20.9M
Corient Private Wealth LP 0.03% Reduce -28.4% 73,771 $20.8M
Lawson Kroeker Investment Management Inc. 3.75% Reduce -1.6% 73,058 $20.6M
State of Tennessee, Department of Treasury 0.07% Reduce -13.0% 71,728 $20.2M
Aberdeen Group plc 0.04% Add +21.0% 71,836 $20.1M
North Point Portfolio Managers Corp. 3.16% Reduce -0.7% 70,069 $19.7M
Bristlecone Advisors, LLC 1.56% Add +7.3% 69,221 $19.5M
GW&K Investment Management, LLC 0.16% Reduce -11.8% 68,054 $19.1M
CW Advisors, LLC 0.25% Add +2.0% 67,375 $19.0M
Cooper Investors PTY Ltd. 2.79% Reduce -58.7% 66,623 $18.7M
Thrivent Financial for Lutherans 0.04% Reduce -5.5% 65,538 $18.4M
Sequoia Financial Advisors, LLC 0.20% Add +37.7% 65,338 $18.4M
Chartwell Investment Partners, LLC 0.63% Reduce -1.0% 65,133 $18.3M
Corebridge Financial, Inc. 0.10% Reduce -2.5% 63,656 $17.9M
Nisa Investment Advisors, LLC 0.11% Reduce -0.5% 63,470 $17.9M
Arizona State Retirement System 0.11% Reduce -0.3% 62,649 $17.6M
Cetera Investment Advisers 0.04% Add +1.7% 62,527 $17.6M
Handelsbanken Fonder AB 0.07% Add +0.8% 62,136 $17.5M
D. Scott Neal, Inc. 8.94% Reduce -14.7% 60,087 $16.9M
PNC Financial Services Group, Inc. 0.01% Add +4.1% 59,936 $16.9M
Intech Investment Management LLC 0.19% Reduce -5.3% 59,898 $16.9M
Capital International Ltd. 0.72% Add +0.6% 59,754 $16.8M
State of Michigan Retirement System 0.08% Reduce -0.3% 59,687 $16.8M
Creative Planning 0.02% Add +4.4% 59,653 $16.8M
Robeco Institutional Asset Management B.V. 0.03% Reduce -11.2% 59,128 $16.6M
Alley Investment Management Company, LLC 2.10% Add +53.2% 58,812 $16.5M
11 Capital Partners LP 6.87% Reduce -16.8% 58,602 $16.5M
MetLife Investment Management, LLC 0.09% Reduce -2.3% 57,592 $16.2M
Sanctuary Advisors, LLC 0.10% Add +195.5% 53,124 $16.2M
Newport Capital Group, LLC 11.91% Reduce -3.1% 57,447 $16.2M
HighTower Advisors, LLC 0.02% Add +1.4% 56,672 $16.0M
Mariner, LLC 0.03% Add +5.0% 56,771 $16.0M
Wealth Enhancement Advisory Services, LLC 0.03% Add +1.0% 55,394 $15.6M
Varma Mutual Pension Insurance Co 0.12% Reduce -4.5% 54,950 $15.5M
Hantz Financial Services, Inc. 0.26% Reduce -2.3% 51,956 $14.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.15% — 51,594 $14.5M
Man Group plc 0.04% Reduce -7.0% 51,397 $14.5M
Tompkins Financial Corp. 1.38% Reduce -0.4% 51,244 $14.4M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +102.4% 48,583 $13.7M
Appleton Partners Inc. 1.00% Reduce -3.1% 48,524 $13.7M
Daiwa Securities Group Inc. 0.06% Add +5.6% 47,910 $13.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -0.6% 47,696 $13.4M
Rench Wealth Management, Inc. 4.59% Add +3.0% 47,553 $13.4M
Mediolanum International Funds Ltd 0.19% Reduce -26.9% 47,761 $13.3M
State of Alaska, Department of Revenue 0.14% Add +3.8% 47,357 $13.3M
Ilmarinen Mutual Pension Insurance Co 0.14% No change 46,200 $13.0M
Oppenheimer Asset Management Inc. 0.16% Add +0.4% 46,182 $13.0M
FineMark National Bank & Trust 0.45% Reduce -0.9% 46,081 $13.0M
Baltimore-Washington Financial Advisors, Inc. 0.70% Add +4.6% 45,497 $12.8M
Alaska Permanent Fund Corp 0.19% No change 45,026 $12.7M
IFM Investors Pty Ltd 0.12% Add +7.4% 44,909 $12.6M
Running Oak Capital LLC 1.71% Reduce -4.5% 44,739 $12.6M
Czech National Bank 0.13% Add +7.2% 44,633 $12.6M
South Street Advisors LLC 1.89% Reduce -4.7% 44,271 $12.5M
Busey Bank 0.41% Reduce -0.7% 44,254 $12.5M
Forsta Ap-Fonden 0.10% Add +14.8% 44,100 $12.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +10.8% 43,224 $12.2M
CIBC Asset Management Inc 0.04% Add +5.3% 43,116 $12.1M
Amalgamated Bank 0.10% Reduce -2.3% 43,098 $12.1M
Segment Wealth Management, LLC 0.83% Add +0.2% 42,964 $12.1M
Millennium Management 0.01% Reduce -66.8% 42,623 $12.0M
Cibc World Markets Corp. 0.09% Add +1.4% 42,400 $11.9M
ProShare Advisors LLC 0.03% Reduce -5.1% 42,112 $11.8M
Rit Capital Partners PLC 2.47% New 41,200 $11.6M
Annex Advisory Services, LLC 0.37% Add +10.6% 41,101 $11.6M
Bank of Nova Scotia 0.02% Reduce -71.2% 41,010 $11.5M
Verity & Verity, LLC 1.11% Add +0.0% 40,184 $11.3M
Brant Point Investment Management LLC 2.57% Reduce -21.0% 40,000 $11.3M
Public Sector Pension Investment Board 0.06% Add +3.2% 38,195 $10.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +1.6% 38,146 $10.7M
Nicola Wealth Management LTD. 0.84% Reduce -8.5% 37,600 $10.6M
Canada Pension Plan Investment Board 0.01% Reduce -40.9% 37,531 $10.6M
Gunderson Capital Management LLC 4.41% Add +11.1% 36,969 $10.4M
USS Investment Management Ltd 0.08% No change 36,899 $10.4M
DNB Asset Management AS 0.05% Add +3.4% 36,680 $10.3M
O'shaughnessy Asset Management, LLC 0.09% Add +9.8% 35,343 $10.2M
Utah Retirement Systems 0.11% Add +0.6% 35,730 $10.1M
Gotham Asset Management 0.10% Add +35.5% 35,222 $9.9M
Y-Intercept (Hong Kong) Ltd 0.60% New 34,585 $9.7M
Credit Agricole S A 0.05% Add +379.8% 34,582 $9.7M
Twinbeech Capital LP 0.18% New 34,186 $9.6M
Talbot Financial, LLC 1.16% Add +0.8% 33,907 $9.5M
Smithbridge Asset Management Inc. 1.64% Reduce -23.0% 33,880 $9.5M
Renaissance Investment Group LLC 1.95% Add +5.2% 33,377 $9.4M
Squarepoint Ops LLC 0.03% Add +461.4% 33,241 $9.4M
Pathstone Holdings, LLC 0.04% Reduce -0.3% 33,020 $9.3M
Bahl & Gaynor LLC 0.05% Reduce -1.8% 32,630 $9.2M
North Star Investment Management Corp. 0.63% Reduce -2.1% 32,479 $9.1M
Sigma Investment Counselors Inc. 0.54% Reduce -0.2% 32,468 $9.1M
New York Life Investment Management LLC 0.09% Reduce -2.5% 32,347 $9.1M
Baird Financial Group, Inc. 0.02% Reduce -3.3% 31,763 $8.9M
Jane Street Group, LLC 0.01% Reduce -24.8% 31,632 $8.9M
Xponance LLC 0.09% Add +2.2% 31,508 $8.9M
First Manhattan Co. Llc. 0.03% Reduce -5.3% 31,109 $8.8M
Ieq Capital, LLC 0.11% Reduce -0.4% 31,070 $8.7M
Ensign Peak Advisors, Inc 0.02% Reduce -1.7% 31,004 $8.7M
Commonwealth Equity Services, LLC 0.01% Add +5.0% 31,003 $8.7M
Yousif Capital Management, LLC 0.09% Reduce -1.8% 30,979 $8.7M
Private Advisor Group, LLC 0.05% Add +5.2% 30,832 $8.7M
McKinley Carter Wealth Services, Inc. 0.52% Reduce -0.0% 30,789 $8.7M
Strategy Asset Managers LLC 1.66% Reduce -14.2% 30,672 $8.6M
Susquehanna International Group, LLP 0.01% Reduce -45.5% 30,632 $8.6M
Marks Group Wealth Management, Inc 0.82% Reduce -4.7% 30,546 $8.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +0.6% 30,432 $8.6M
Janney Montgomery Scott LLC 0.02% Add +0.1% 30,337 $8.5M
Public Employees Retirement Association of Colorado 0.03% Add +0.2% 30,334 $8.5M
Rathbones Group PLC 0.04% Reduce -1.6% 30,315 $8.5M
Douglass Winthrop Advisors, LLC 0.16% Reduce -1.6% 30,246 $8.5M
Atria Investments, Inc 0.11% Reduce -3.9% 30,201 $8.5M
Citadel Advisors 0.01% New 29,786 $8.4M
Pacer Advisors, Inc. 0.02% Add +13.5% 29,723 $8.4M
Wealthfront Advisers LLC 0.03% Reduce -1.5% 29,402 $8.3M
Segall Bryant & Hamill, LLC 0.11% New 29,210 $8.2M
Ayrshire Capital Management LLC 3.88% Reduce -0.0% 28,968 $8.2M
First Citizens Bank & Trust Co. 0.18% Reduce -1.9% 28,515 $8.0M
Erste Asset Management GmbH 0.10% Reduce -9.5% 28,700 $8.0M
Fourpath Capital Management, LLC 1.48% New 28,480 $8.0M
M&T Bank Corp 0.03% Reduce -4.3% 28,073 $7.9M
Park Avenue Securities LLC 0.09% Reduce -13.3% 27,575 $7.8M
James Investment Research, Inc. 0.88% Reduce -2.2% 27,084 $7.6M
Mutual of America Capital Management LLC 0.08% Reduce -2.1% 26,982 $7.6M
Jackson Wealth Management, LLC 0.90% Add +71.4% 26,823 $7.5M
Fifth Third Bancorp 0.03% Reduce -1.0% 26,691 $7.5M
Bollard Group LLC 0.19% Add +0.2% 25,708 $7.2M
Sit Investment Associates Inc. 0.16% Reduce -6.4% 25,644 $7.2M
Vontobel Holding Ltd. 0.02% Add +6.2% 24,863 $7.0M
Bradley Foster & Sargent Inc. 0.12% Add +0.3% 24,856 $7.0M
Ascent Wealth Partners, LLC 0.97% Add +30.7% 24,822 $7.0M
Silvant Capital Management LLC 0.31% No change 24,752 $7.0M
Ethic Inc. 0.18% Add +8.0% 27,787 $6.9M
KG Capital Management 2.24% No change 24,669 $6.9M
Synovus Financial Corp. 0.08% Reduce -13.4% 24,405 $6.9M
New Vernon Investment Management LLC 7.35% Add +100.0% 24,282 $6.8M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -7.2% 24,360 $6.8M
Jupiter Asset Management Ltd. 0.06% New 23,844 $6.7M
Cwm, LLC 0.03% Add +8.5% 23,681 $6.7M
Commerce Bank 0.04% Add +0.1% 23,212 $6.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +2.4% 22,722 $6.4M
Family Legacy, Inc. 2.12% Add +0.0% 22,679 $6.4M
Osaic Holdings, Inc. 0.01% Reduce -35.7% 22,387 $6.3M
Colonial Trust Co / SC 0.96% Add +0.0% 22,087 $6.2M
Flputnam Investment Management Co. 0.11% Reduce -6.3% 21,676 $6.1M
Cerity Partners LLC 0.01% Add +58.2% 21,388 $6.0M
iA Global Asset Management Inc. 0.10% Reduce -35.5% 21,250 $6.0M
Vanguard Personalized Indexing Management, LLC 0.10% Add +14.5% 21,146 $5.9M
CENTRAL TRUST Co 0.14% Reduce -0.3% 21,073 $5.9M
Atlantic Union Bankshares Corp 0.34% Reduce -2.9% 20,975 $5.9M
Ballew Advisors, Inc 3.95% Reduce -8.3% 19,933 $5.9M
Stratos Wealth Partners, LTD. 0.09% Add +4.7% 20,853 $5.9M
Torray Investment Partners LLC 0.82% Reduce -0.8% 20,849 $5.9M
Brookmont Capital Management 3.01% Reduce -6.7% 20,828 $5.9M
Elo Mutual Pension Insurance Co 0.13% Add +13.5% 20,766 $5.8M
Brookstone Capital Management 0.09% Add +21.6% 20,724 $5.8M
Unisphere Establishment 0.05% Reduce -41.4% 20,500 $5.8M
First Hawaiian Bank 0.18% Reduce -0.3% 20,429 $5.7M
Duncker Streett & Co. Inc. 1.03% Add +0.3% 20,050 $5.6M
AIA Group Ltd 0.14% No change 19,719 $5.5M
Transamerica Financial Advisors, LLC 0.54% Add +34.8% 19,701 $5.5M
Swiss Life Asset Management Ltd 0.06% Add +8.9% 19,547 $5.5M
Donor Advised Charitable Giving, Inc. 0.13% Reduce -26.6% 19,480 $5.5M
TD Private Client Wealth LLC 0.15% Reduce -3.0% 19,144 $5.4M
Nordea Investment Management AB 0.01% Reduce -0.9% 19,219 $5.4M
First American Bank 0.38% Reduce -9.1% 19,009 $5.3M
Marsico Capital Management LLC 0.15% Add +65.5% 18,947 $5.3M
Oregon Public Employees Retirement Fund 0.10% Reduce -0.3% 18,700 $5.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.55% Add +108.1% 18,570 $5.2M
PFG Advisors 0.32% Reduce -9.5% 18,298 $5.1M
Bokf, NA 0.09% Add +0.1% 17,936 $5.1M
Pittenger & Anderson Inc. 0.19% Add +18.1% 18,224 $5.1M
Geneos Wealth Management Inc. 0.19% Add +2.2% 17,957 $5.1M
Polar Asset Management Partners Inc. 0.17% Reduce -76.4% 17,800 $5.0M
Avantax Advisory Services, Inc. 0.03% Reduce -18.6% 17,780 $5.0M
Rockefeller Capital Management L.P. 0.01% Add +18.9% 17,750 $5.0M
Sitrin Capital Management LLC 2.47% Add +63.1% 17,557 $4.9M
Snowden Capital Advisors LLC 0.15% Reduce -32.4% 17,539 $4.9M
Sterling Capital Management LLC 0.06% — 17,456 $4.9M
Silvercrest Asset Management Group LLC 0.03% Add +35.0% 17,395 $4.9M
Crossmark Global Holdings, Inc. 0.09% Reduce -5.2% 17,291 $4.9M
Dorsey Wright & Associates 1.15% Add +3.5% 17,266 $4.9M
Cibc World Market Inc. 0.01% Add +1.6% 17,218 $4.8M
Otter Creek Advisors, LLC 3.07% Reduce -7.0% 17,200 $4.8M
Journey Advisory Group, LLC 0.58% No change 18,660 $4.8M
Triasima Portfolio Management inc. 1.08% Add +1.3% 17,154 $4.8M
B. Metzler seel. Sohn & Co. Holding AG 0.05% — 17,114 $4.8M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -9.7% 17,114 $4.8M
Voloridge Investment Management, LLC 0.02% New 17,034 $4.8M
Gulf International Bank (UK) Ltd 0.12% Reduce -4.2% 16,963 $4.8M
Barbara Oil Co. 1.90% No change 16,500 $4.6M
Caisse de depot et placement du Quebec 0.01% Reduce -60.9% 16,486 $4.6M
Lighthouse Investment Partners, LLC 0.25% Add +291.5% 16,366 $4.6M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -5.1% 16,214 $4.6M
Candriam S.C.A. 0.03% Add +7.3% 16,090 $4.5M
Bfsg, LLC 0.53% Reduce -0.6% 16,087 $4.5M
Romano Brothers and Company 0.56% Reduce -0.8% 16,025 $4.5M
Marshall Wace, LLP 0.01% Reduce -59.8% 15,822 $4.5M
Keebeck Wealth Management 0.64% Reduce -2.9% 15,756 $4.4M
Legacy Wealth Management, LLC / MS 1.58% Reduce -1.0% 15,311 $4.3M
Kentucky Retirement Systems 0.13% Reduce -7.3% 15,264 $4.3M
Prospera Financial Services Inc 0.11% Add +16.1% 15,189 $4.3M
Freedom Day Solutions, LLC 1.33% No change 15,156 $4.3M
Sheaff Brock Investment Advisors, LLC 0.37% Reduce -19.7% 14,964 $4.2M
Great Valley Advisor Group, Inc. 0.10% Add +42.3% 14,759 $4.2M
Hennion & Walsh Asset Management, Inc. 0.19% Add +39.5% 14,722 $4.1M
Spirepoint Private Client, LLC 0.54% Add +8.6% 14,514 $4.1M
Oxbow Advisors, LLC 0.41% No change 14,424 $4.1M
Parallax Volatility Advisers, L.P. 0.12% New 14,258 $4.0M
Mizuho Securities USA LLC 0.09% Reduce -15.7% 14,207 $4.0M
Hartford Investment Management Co. 0.13% Reduce -1.1% 13,897 $3.9M
Nelson Capital Management, LLC 0.65% Add +1.8% 13,788 $3.9M
Trust Co. of Toledo NA 0.52% Add +0.3% 13,735 $3.9M
Prime Capital Investment Advisors, LLC 0.06% Reduce -25.0% 13,712 $3.9M
Coldstream Capital Management Inc. 0.08% Add +6.9% 13,550 $3.8M
Oddo BHF Asset Management Sas 0.19% — 13,378 $3.8M
First Trust Investment Solutions L.P. 0.42% New 13,246 $3.7M
Capital Group Investment Management Pte. LTD. 0.75% Add +9.1% 13,230 $3.7M
GAM Holding AG 0.30% Add +3.9% 13,219 $3.7M
Assetmark, Inc. 0.01% Add +7.0% 13,089 $3.7M
NewEdge Wealth, LLC 0.07% Add +6.6% 13,046 $3.7M
Choreo, LLC 0.05% Add +2.9% 12,711 $3.6M
Illinois Municipal Retirement Fund 0.05% No change 12,907 $3.6M
Prescott Group Capital Management, L.L.C. 0.52% No change 12,847 $3.6M
Cresset Asset Management, LLC 0.01% Add +2.4% 12,694 $3.6M
Swedbank AB 0.00% Reduce -4.3% 12,617 $3.6M
PDT Partners, LLC 0.31% Reduce -0.1% 12,550 $3.5M
Kestra Advisory Services, LLC 0.02% Reduce -74.8% 12,503 $3.5M
UniSuper Management Pty Ltd 0.03% Reduce -0.4% 12,488 $3.5M
EULAV Asset Management 0.08% No change 12,400 $3.5M
Andra AP-fonden 0.05% Add +2.5% 12,400 $3.5M
Vaughan Nelson Investment Management, L.P. 0.03% No change 12,395 $3.5M
Maryland State Retirement & Pension System 0.07% Reduce -26.6% 12,355 $3.5M
Schonfeld Strategic Advisors LLC 0.03% Add +619.1% 12,354 $3.5M
Rakuten Investment Management, Inc. 0.02% Add +33.7% 12,404 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.3% 12,312 $3.5M
Bath Savings Trust Co 0.34% Add +129.6% 12,304 $3.5M
Louisiana State Employees Retirement System 0.06% Reduce -0.8% 12,300 $3.5M
Vestmark Advisory Solutions, Inc. 0.13% Add +1.2% 12,286 $3.5M
Orion Porfolio Solutions, LLC 0.03% Add +4.6% 12,250 $3.4M
Orion Portfolio Solutions, LLC 0.03% Add +4.6% 12,250 $3.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +44.8% 12,193 $3.4M
WINTON GROUP Ltd 0.24% New 12,150 $3.4M
Robbins Farley 1.71% Reduce -7.2% 12,074 $3.4M
Securian Asset Management, Inc. 0.10% Reduce -4.3% 12,061 $3.4M
Brasada Capital Management, LP 0.59% Add +5.3% 11,869 $3.4M
Quantbot Technologies LP 0.13% New 12,053 $3.4M
Prosperity Consulting Group, LLC 0.26% Add +62.7% 12,030 $3.4M
Arthur M. Cohen & Associates, LLC 0.61% Add +23.7% 11,714 $3.4M
Stonebridge Capital Management Inc. 1.32% No change 11,812 $3.3M
Atria Wealth Solutions, Inc. 0.04% Reduce -7.8% 11,777 $3.3M
Clearstead Advisors, LLC 0.05% Add +0.2% 11,679 $3.3M
Whittier Trust Co. 0.04% Add +0.8% 11,616 $3.3M
Hilltop Holdings Inc. 0.21% Add +906.5% 11,605 $3.3M
Dynamic Technology Lab Private Ltd 0.34% New 11,361 $3.2M
Captrust Financial Advisors 0.01% Reduce -12.4% 11,237 $3.2M
Chicago Partners Investment Group LLC 0.11% Add +3.0% 10,835 $3.1M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -3.4% 11,075 $3.1M
ING Groep NV 0.02% Reduce -59.1% 11,043 $3.1M
Daiichi Life Insurance Co., Ltd. 0.08% No change 11,032 $3.1M
Cornerstone Advisors, LLC 0.12% No change 11,000 $3.1M
Alerus Financial NA 0.22% Reduce -4.6% 10,674 $3.0M
New Mexico Educational Retirement Board 0.10% Reduce -1.8% 10,650 $3.0M
Neuberger Berman Group LLC 0.00% Add +0.9% 10,615 $3.0M
Game Creek Capital, LP 1.59% Add +5.0% 10,500 $3.0M
DRW Securities, LLC 0.16% Add +308.1% 10,346 $2.9M
Sigma Planning Corp 0.09% Reduce -22.1% 10,295 $2.9M
QRG Capital Management, Inc. 0.03% Add +16.4% 10,243 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +41.9% 10,227 $2.9M
Allspring Global Investments Holdings, LLC 0.00% Add +0.5% 10,216 $2.9M
Legato Capital Management LLC 0.35% No change 10,209 $2.9M
Harvest Investment Services, LLC 0.91% Add +70.1% 10,166 $2.9M
Ancora Advisors LLC 0.07% Reduce -2.1% 10,144 $2.9M
Terra Nova Asset Management LLC 2.11% Add +0.5% 10,113 $2.8M
OneDigital Investment Advisors LLC 0.03% Reduce -1.8% 10,096 $2.8M
AlphaStar Capital Management, LLC 0.22% Reduce -0.0% 10,012 $2.8M
Anthracite Investment Company, Inc. 1.33% No change 10,000 $2.8M
Quantinno Capital Management LP 0.04% Add +25.8% 9,990 $2.8M
Chicago Capital, LLC 0.08% Add +2.1% 9,865 $2.8M
Tidal Investments LLC 0.03% Add +37.3% 9,824 $2.8M
Tilia Fiduciary Partners, Inc. 1.91% Add +2.1% 9,797 $2.8M
Pine Valley Investments Ltd Liability Co 0.19% Add +2.9% 9,789 $2.8M
Vinva Investment Management Ltd 0.11% Add +13.1% 9,710 $2.7M
Old North State Trust, LLC 2.20% Reduce -6.3% 9,599 $2.7M
Raymond James Trust N.A. 0.06% Reduce -2.5% 9,475 $2.7M
Caption Management, LLC 0.29% New 9,450 $2.7M
Metis Global Partners, LLC 0.08% Add +17.9% 9,389 $2.6M
Trueblood Wealth Management, LLC 1.32% Add +0.6% 9,346 $2.6M
Knollwood Investment Advisory, LLC 0.28% No change 9,200 $2.6M
Insight Wealth Strategies, LLC 0.34% Add +0.6% 9,164 $2.6M
Guggenheim Capital LLC 0.02% Reduce -10.5% 9,128 $2.6M
Savant Capital, LLC 0.02% Add +55.7% 8,988 $2.5M
UMB Bank, n.a. 0.04% Reduce -0.9% 8,978 $2.5M
Leavell Investment Management, Inc. 0.12% Add +1.6% 8,866 $2.5M
Walleye Capital LLC 0.03% Reduce -41.8% 8,794 $2.5M
Ritholtz Wealth Management 0.07% Add +0.5% 8,786 $2.5M
Farther Finance Advisors, LLC 0.09% Reduce -0.3% 8,746 $2.5M
Axecap Investments, LLC 1.87% — 8,746 $2.5M
Principal Securities, Inc. 0.06% Add +8.9% 8,741 $2.5M
E. Ohman J:or Asset Management AB 0.06% Reduce -5.4% 8,700 $2.4M
Norinchukin Bank, The 0.06% Add +14.3% 8,628 $2.4M
CenterBook Partners LP 0.15% Reduce -11.3% 8,576 $2.4M
Qsemble Capital Management, LP 0.44% New 8,509 $2.4M
NEOS Investment Management LLC 0.07% Add +23.6% 8,503 $2.4M
Fosun International Ltd 0.78% No change 8,436 $2.4M
Pinnacle Wealth Planning Services, Inc. 0.32% Reduce -1.8% 8,428 $2.4M
Prudential PLC 0.01% Add +130.9% 8,425 $2.4M
Teacher Retirement System of Texas 0.01% Add +99.5% 8,408 $2.4M
Townsquare Capital LLC 0.03% Add +35.9% 8,281 $2.3M
Leeward Financial Partners, LLC 0.87% Add +3.8% 8,221 $2.3M
Empowered Funds, LLC 0.04% Add +5.9% 8,180 $2.3M
Tower Research Capital LLC (TRC) 0.06% Add +6.7% 8,168 $2.3M
SG Americas Securities, LLC 0.01% Reduce -65.1% 7,937 $2.2M
First Nebraska Trust Co 0.22% Reduce -0.9% 7,924 $2.2M
Moody National Bank Trust Division 0.24% Add +3.4% 7,903 $2.2M
Glenmede Trust Co. NA 0.01% Reduce -1.7% 7,835 $2.2M
Vident Advisory, LLC 0.05% Add +28.5% 7,743 $2.2M
Nations Financial Group Inc, /Ia/ 0.16% Add +5.6% 7,724 $2.2M
Panagora Asset Management Inc. 0.01% Reduce -0.7% 7,714 $2.2M
Whitford Management LLC 1.23% Reduce -28.7% 7,700 $2.2M
FORA Capital, LLC 0.25% Reduce -6.9% 7,679 $2.2M
First Trust Direct Indexing L.P. 0.12% Add +20.0% 7,624 $2.1M
Concurrent Investment Advisors, LLC 0.06% Reduce -1.6% 7,624 $2.1M
Advisory Services Network, LLC 0.04% No change 8,204 $2.1M
Portfolio Design Labs, LLC 0.59% Reduce -43.6% 7,549 $2.1M
Callan Family Office, LLC 0.36% Add +3.3% 7,514 $2.1M
Concourse Financial Group Securities, Inc. 0.13% Add +2.6% 7,510 $2.1M
Bright Rock Capital Management, LLC 0.42% No change 7,500 $2.1M
Cox Capital Mgt LLC 1.26% Reduce -42.4% 7,493 $2.1M
U.S. Capital Wealth Advisors, LLC 0.07% Add +0.0% 7,484 $2.1M
OMERS ADMINISTRATION Corp 0.02% No change 7,478 $2.1M
Brendel Financial Advisors LLC 1.15% Reduce -7.4% 7,199 $2.0M
Geller Advisors LLC 0.14% Add +0.6% 7,187 $2.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Reduce -0.2% 7,176 $2.0M
Engineers Gate Manager LP 0.04% New 7,164 $2.0M
Provident Wealth Management, LLC 0.68% No change 7,088 $2.0M
AE Wealth Management LLC 0.02% Reduce -22.3% 7,074 $2.0M
Oppenheimer & Co. Inc. 0.03% Reduce -0.9% 7,070 $2.0M
Meiji Yasuda Life Insurance Co 0.04% Reduce -18.3% 7,063 $2.0M
Eagle Wealth Strategies LLC 1.44% Reduce -12.5% 7,020 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -0.1% 6,944 $2.0M
RFG Advisory, LLC 0.06% Reduce -2.1% 6,891 $1.9M
Axxcess Wealth Management, LLC 0.05% Add +12.3% 6,837 $1.9M
Siemens Fonds Invest GmbH 0.15% Reduce -4.1% 6,826 $1.9M
Aster Capital Management (DIFC) Ltd 0.41% — 6,807 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -1.2% 6,712 $1.9M
DAVENPORT & Co LLC 0.01% Add +5.3% 6,665 $1.9M
Wendell David Associates Inc. 0.18% Add +88.3% 6,632 $1.9M
VCI Wealth Management LLC 0.83% New 6,610 $1.9M
HighPoint Advisor Group LLC 0.11% Add +0.7% 6,609 $1.9M
Assenagon Asset Management S.A. 0.00% Add +47.5% 6,547 $1.8M
Ascent Group, LLC 0.14% Reduce -41.4% 6,545 $1.8M
Cabot Wealth Management Inc. 0.23% No change 6,508 $1.8M
Harbor Advisors LLC 0.31% No change 6,500 $1.8M
Financial Management Network Inc. 0.38% Reduce -7.9% 6,306 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.13% Reduce -8.0% 6,487 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +11.9% 6,438 $1.8M
Stephens Inc. 0.03% Add +0.2% 6,326 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +12.8% 6,268 $1.8M
Inceptionr LLC 0.42% New 6,178 $1.7M
Fairfield Financial Advisors, LTD 0.59% Add +9.6% 6,138 $1.7M
Frank, Rimerman Advisors LLC 0.12% Add +0.1% 6,057 $1.7M
Ossiam 0.03% Reduce -5.5% 6,042 $1.7M
Northwest & Ethical Investments L.P. 0.04% Reduce -30.3% 6,032 $1.7M
Lido Advisors, LLC 0.01% Add +13.5% 6,012 $1.7M
Neo Ivy Capital Management 0.55% New 5,996 $1.7M
Heritage Family Offices, LLP 0.87% Reduce -1.9% 5,978 $1.7M
Mount Lucas Management LP 0.56% Reduce -43.0% 5,868 $1.7M
Coppell Advisory Solutions LLC 0.24% Add +0.2% 5,883 $1.6M
Disciplined Investments, LLC 0.81% Add +0.7% 5,849 $1.6M
Contravisory Investment Management, Inc. 0.35% Reduce -7.3% 5,797 $1.6M
C WorldWide Group Holding A/S 0.02% No change 5,737 $1.6M
SpiderRock Advisors, LLC 0.03% Reduce -5.9% 5,687 $1.6M
Shell Asset Management Co. 0.07% — 5,681 $1.6M
Oak Thistle LLC 0.51% New 5,619 $1.6M
South Dakota Investment Council 0.03% No change 5,617 $1.6M
Builder Investment Group Inc. 0.42% Reduce -1.9% 5,596 $1.6M
Merit Financial Group, LLC 0.04% Add +59.9% 5,563 $1.6M
MAI Capital Management 0.01% Reduce -6.1% 5,530 $1.6M
Apollon Wealth Management, LLC 0.04% Reduce -2.1% 5,528 $1.6M
Seelaus Asset Management LLC 1.44% Add +0.7% 5,481 $1.5M
Anfield Capital Management, LLC 0.59% New 5,466 $1.5M
Okabena Investment Services Inc. 0.43% Add +204.8% 7,601 $1.5M
Gilbert & Cook, Inc. 0.21% Add +9.1% 5,356 $1.5M
Penobscot Investment Management Company, Inc. 0.14% Reduce -8.7% 5,345 $1.5M
Dover Advisors, LLC 0.85% Reduce -0.7% 5,335 $1.5M
Covenant Partners, LLC 0.44% Add +0.7% 5,326 $1.5M
Quantitative Investment Management, LLC 0.15% Add +53.9% 5,293 $1.5M
Bleakley Financial Group, LLC 0.05% Reduce -18.9% 5,265 $1.5M
K.J. Harrison & Partners Inc 0.22% Reduce -32.9% 5,100 $1.5M
Schear Investment Advisers, LLC 0.91% Add +5.3% 5,243 $1.5M
Ninety One North America, Inc. 0.10% New 5,155 $1.5M
Advisor OS, LLC 0.14% Reduce -1.3% 5,077 $1.4M
Merrion Investment Management Co, LLC 0.93% Add +6.4% 5,000 $1.4M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -28.6% 4,980 $1.4M
Ostrum Asset Management 0.11% Add +1.2% 4,918 $1.4M
Natixis 0.01% Add +135.6% 4,906 $1.4M
Evercore Wealth Management, LLC 0.02% No change 4,886 $1.4M
VestGen Investment Management 0.38% Reduce -4.0% 4,859 $1.4M
Iams Wealth Management, LLC 0.67% Reduce -0.7% 4,824 $1.4M
Magnetar Financial LLC 0.04% New 4,807 $1.4M
Oak Ridge Investments LLC 0.12% Reduce -2.2% 4,710 $1.3M
Composition Wealth, LLC 0.03% Add +0.8% 4,583 $1.3M
Sunbelt Securities, Inc. 0.13% Add +2.2% 4,550 $1.3M
HMS Capital Management, LLC 0.63% Add +0.3% 4,539 $1.3M
Praxis Investment Management Inc. 0.08% No change 4,520 $1.3M
Vestcor Inc 0.04% No change 4,444 $1.3M
Parsons Capital Management Inc. 0.08% Add +8.2% 4,382 $1.2M
Arete Wealth Advisors, LLC 0.11% Add +2.7% 4,394 $1.2M
Keeley-Teton Advisors, LLC 0.14% Reduce -0.1% 4,372 $1.2M
TrinityPoint Wealth, LLC 0.18% Add +2.7% 4,363 $1.2M
Ellis Investment Partners, LLC 0.24% Add +0.0% 4,348 $1.2M
Connecticut Wealth Management, LLC 0.06% No change 4,323 $1.2M
Court Place Advisors, LLC 0.35% No change 4,308 $1.2M
Mattson Financial Services, LLC 0.43% Reduce -0.7% 4,671 $1.2M
Dana Investment Advisors, Inc. 0.04% Reduce -3.5% 4,245 $1.2M
Argent Trust Co 0.05% Add +17.5% 4,237 $1.2M
St Germain D J Co. Inc. 0.05% No change 4,219 $1.2M
EPG Wealth Management LLC 0.30% Add +0.0% 4,219 $1.2M
Capstone Investment Advisors, LLC 0.04% Reduce -34.1% 4,132 $1.2M
TD Waterhouse Canada Inc. 0.01% Reduce -62.3% 4,044 $1.2M
AlphaQuest LLC 0.10% New 4,062 $1.1M
Bison Wealth, LLC 0.18% Reduce -1.9% 4,036 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Add +75.0% 4,022 $1.1M
Nvwm, LLC 0.29% Reduce -0.5% 4,004 $1.1M
Arlington Trust Co LLC 0.25% No change 3,998 $1.1M
WBH Advisory Inc. 0.11% Reduce -30.8% 3,979 $1.1M
Woodward Diversified Capital, LLC 0.70% Reduce -2.2% 3,943 $1.1M
Wedbush Securities Inc. 0.04% Reduce -3.9% 3,939 $1.1M
Everett Harris & Co. 0.01% Reduce -0.8% 3,883 $1.1M
Essex Investment Management Co. LLC 0.19% Reduce -2.7% 3,880 $1.1M
Tiaa Trust, National Association 0.00% Reduce -0.5% 3,879 $1.1M
Campbell & CO Investment Adviser LLC 0.08% New 3,868 $1.1M
Parallel Advisors, LLC 0.03% Add +5.4% 3,857 $1.1M
Signaturefd, LLC 0.02% Reduce -0.6% 3,803 $1.1M
Menard Financial Group LLC 0.70% Add +0.6% 3,767 $1.1M
Schechter Investment Advisors, LLC 0.08% Reduce -36.9% 3,754 $1.1M
Private Advisory Group LLC 0.13% Reduce -1.3% 3,750 $1.1M
GeoWealth Management, LLC 0.04% Add +0.8% 3,741 $1.1M
Marino, Stram & Associates LLC 0.23% Add +4.4% 3,695 $1.0M
Mission Creek Capital Partners, Inc. 0.24% Reduce -5.6% 3,679 $1.0M
Financial Advocates Investment Management 0.06% Add +1.6% 3,647 $1.0M
Fiduciary Trust Co 0.01% No change 3,647 $1.0M
Wealthspire Advisors, LLC 0.01% New 3,627 $1.0M
Forte Capital LLC 0.12% Add +2.5% 3,626 $1.0M
Sawgrass Asset Management LLC 0.11% Reduce -3.8% 3,618 $1.0M
Lebenthal Global Advisors, LLC 0.21% Reduce -0.2% 3,616 $1.0M
Guinness Atkinson Asset Management Inc 0.49% Reduce -3.5% 3,608 $1.0M
New Century Financial Group, LLC 0.37% Add +5.7% 3,577 $1.0M
Independent Advisor Alliance 0.04% Add +43.8% 3,577 $1.0M
PFG Investments, LLC 0.06% Add +0.1% 3,566 $1.0M
Unigestion Holding SA 0.05% New 3,538 $995K
Bryn Mawr Trust Advisors, LLC 0.05% No change 3,525 $992K
Curi Capital, LLC 0.02% Add +13.9% 3,501 $985K
nVerses Capital, LLC 0.45% New 3,500 $985K
Meeder Advisory Services, Inc. 0.06% Reduce -1.9% 3,469 $976K
DoubleLine ETF Adviser LP 0.24% Reduce -6.0% 3,467 $976K
Profund Advisors LLC 0.04% Add +5.5% 3,465 $975K
Avantax Planning Partners, Inc. 0.03% Reduce -0.1% 3,459 $973K
Trustmark Bank Trust Department 0.07% Add +17.0% 3,439 $968K
GPS Wealth Strategies Group, LLC 0.13% Add +0.7% 3,412 $960K
GAMMA Investing LLC 0.10% Add +34.3% 3,406 $958K
Haverford Trust Co 0.01% Reduce -0.1% 3,401 $957K
Horizon Investments, LLC 0.03% Reduce -1.2% 3,381 $951K
Wedmont Private Capital 0.05% Add +7.8% 3,313 $951K
AlphaMark Advisors, LLC 0.33% Reduce -0.9% 3,367 $947K
LGT Fund Management Co Ltd. 0.10% Add +38.0% 3,312 $947K
Raleigh Capital Management Inc. 0.36% Reduce -7.7% 3,360 $945K
Sfm, LLC 0.71% Add +1.9% 3,357 $945K
Allred Capital Management, LLC 0.37% Add +0.8% 3,346 $942K
Catalina Capital Group, LLC 0.32% Add +3.1% 3,345 $941K
Allen Investment Management, LLC 0.01% Add +92.6% 3,312 $932K
Compass Ion Advisors, LLC 0.11% Add +10.5% 3,308 $931K
&partners 0.02% Add +79.0% 3,298 $930K
VeraBank, N.A. 0.27% No change 3,300 $929K
Triangle Securities Wealth Management 0.24% Reduce -0.8% 3,299 $928K
HB Wealth Management, LLC 0.01% Add +18.5% 3,297 $928K
Greenleaf Trust 0.01% Add +1.3% 3,274 $921K
Focus Partners Wealth 0.00% Reduce -69.0% 3,225 $908K
Montchanin Asset Management, LLC 0.84% Reduce -4.5% 3,220 $906K
Steward Partners Investment Advisory, LLC 0.01% Add +4.6% 3,200 $900K
Wrapmanager Inc. 0.23% Reduce -8.7% 3,189 $897K
Financial Counselors Inc. 0.01% Reduce -0.1% 3,146 $885K
Virtus Advisers, LLC 0.41% New 3,122 $878K
Accurate Wealth Management, LLC 0.18% Reduce -4.4% 3,033 $872K
Clifford Swan Investment Counsel LLC 0.03% Add +0.3% 3,094 $871K
Full Sail Capital, LLC 0.06% No change 3,067 $863K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.0% 3,037 $855K
Park National Corp. 0.03% Reduce -0.3% 3,009 $847K
Settian Capital LP 0.62% Add +50.0% 3,000 $844K
Checchi Capital Advisers, LLC 0.06% Add +1.7% 2,997 $843K
Virtue Capital Management, LLC 0.17% New 2,985 $840K
World Equity Group, Inc. 0.30% Add +4.0% 2,975 $837K
Empower Advisory Group, LLC 0.00% Reduce -5.5% 2,974 $837K
Occidental Asset Management, LLC 0.13% Add +3.9% 2,969 $835K
Keybank National Association 0.00% Add +34.4% 2,967 $835K
Allworth Financial LP 0.01% Add +2.8% 2,947 $829K
Tritonpoint Wealth, LLC 0.08% Reduce -7.3% 2,953 $825K
Jump Financial, LLC 0.02% Add +77.3% 2,921 $822K
Texas Capital Bancshares Inc 0.33% Reduce -0.8% 2,917 $821K
OneAscent Financial Services LLC 0.59% New 2,907 $818K
Webster Bank, N. A. 0.09% No change 2,850 $802K
D.A. Davidson & Co. 0.01% Add +1.1% 2,845 $801K
Burney Co./ 0.03% No change 2,840 $799K
Fifth Third Wealth Advisors LLC 0.05% Reduce -4.5% 2,819 $793K
Atom Investors LP 0.08% Reduce -24.4% 2,801 $788K
Guyasuta Investment Advisors Inc. 0.05% No change 2,800 $788K
Ashton Thomas Securities, LLC 0.15% Add +0.9% 2,782 $783K
Scotia Capital Inc. 0.00% Add +3.1% 2,746 $773K
Friedenthal Financial 0.44% New 2,698 $759K
MQS Management LLC 0.42% New 2,663 $749K
Heartland Bank & Trust Co 0.40% Reduce -3.4% 2,645 $744K
Csenge Advisory Group 0.04% Reduce -3.8% 2,574 $741K
Cynosure Group, LLC 0.11% Reduce -7.2% 2,633 $741K
Crawford Investment Counsel Inc. 0.01% Reduce -55.6% 2,630 $740K
Exchange Traded Concepts, LLC 0.02% Add +3.6% 2,628 $739K
Advisors Asset Management, Inc. 0.01% Reduce -22.6% 2,616 $736K
MJP Associates Inc. 0.14% Add +2.0% 2,610 $734K
PAX Financial Group, LLC 0.13% Reduce -5.9% 2,603 $732K
McGlone Suttner Wealth Management, Inc. 0.15% Add +13.0% 2,583 $727K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -68.2% 2,574 $724K
Linscomb Wealth, Inc. 0.04% Reduce -0.4% 2,571 $723K
Pinnacle Holdings, LLC 0.32% New 2,570 $723K
Dynasty Wealth Management, LLC 0.02% Add +5.5% 2,535 $713K
Rothschild Investment LLC 0.05% Reduce -16.9% 2,530 $712K
Capital Asset Advisory Services LLC 0.04% Reduce -0.0% 2,422 $710K
Bank of New Hampshire 0.18% No change 2,500 $703K
Balyasny Asset Management L.P. 0.00% Reduce -96.3% 2,478 $697K
Kolinsky Wealth Management, LLC 0.45% Add +0.2% 2,475 $696K
Roundview Capital LLC 0.05% Add +1.4% 2,429 $683K
Anchor Investment Management, LLC 0.06% No change 2,422 $681K
Prudent Man Advisors, LLC 0.23% Reduce -25.4% 2,419 $681K
Trust Asset Management LLC 0.05% No change 2,404 $676K
Nixon Peabody Trust Co. 0.06% No change 2,400 $675K
Edge Capital Group, LLC 0.03% Reduce -0.9% 2,385 $671K
Abn Amro Investment Solutions 0.01% No change 2,377 $669K
Syon Capital LLC 0.06% Reduce -0.4% 2,372 $667K
Kestra Private Wealth Services, LLC 0.01% Reduce -39.9% 2,370 $667K
Mather Group, Llc. 0.01% Reduce -9.7% 2,363 $665K
Forum Financial Management, LP 0.01% Add +0.2% 2,344 $660K
ERn Financial, LLC 0.10% Add +0.2% 2,328 $655K
Ingalls & Snyder LLC 0.03% Add +0.3% 2,321 $653K
Clarus Wealth Advisors 0.33% Reduce -6.4% 2,264 $649K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +4.6% 2,303 $648K
Clifford Group, LLC 0.50% Reduce -2.0% 2,302 $648K
Phocas Financial Corp. 0.07% No change 2,300 $647K
Montag A & Associates Inc. 0.03% No change 2,300 $647K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -11.5% 2,272 $639K
Procyon Advisors, LLC 0.04% Add +47.4% 2,273 $639K
Stock Yards Bank & Trust Co. 0.02% Reduce -0.1% 2,265 $637K
Country Club Bank 0.04% No change 2,277 $636K
Pinnacle Financial Partners Inc 0.01% Add +8.2% 2,260 $636K
Epoch Investment Partners, Inc. 0.00% Reduce -95.1% 2,253 $634K
Cigna Investments Inc. 0.11% Reduce -1.0% 2,237 $629K
Diversified Trust Co. 0.02% Reduce -28.6% 2,234 $629K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.5% 2,219 $624K
Live Oak Private Wealth LLC 0.10% No change 2,215 $623K
Qtron Investments LLC 0.09% No change 2,215 $623K
44 Wealth Management LLC 0.22% — 2,143 $619K
Hartline Investment Corp./ 0.08% No change 2,200 $619K
OneAscent Wealth Management LLC 0.23% New 2,192 $617K
Insigneo Advisory Services, LLC 0.06% Reduce -30.4% 2,188 $616K
EP Wealth Advisors, LLC 0.01% Add +94.6% 2,183 $614K
V-Square Quantitative Management LLC 0.09% Add +17.7% 2,169 $610K
Balboa Wealth Partners 0.15% Reduce -5.4% 2,168 $610K
Beacon Pointe Advisors, LLC 0.01% Reduce -27.6% 2,153 $606K
Somerset Trust Co 0.22% Reduce -1.6% 2,124 $598K
Smithfield Trust Co 0.03% No change 2,123 $597K
Private Trust Co. NA 0.06% Reduce -6.5% 2,119 $596K
Colonial Trust Advisors 0.05% No change 2,110 $594K
J. W. Coons Advisors, LLC 0.11% Reduce -12.3% 2,105 $592K
Pathway Financial Advisors LLC 0.15% No change 2,100 $591K
Strategic Wealth Partners, Ltd. 0.06% Add +14.8% 2,097 $590K
CX Institutional 0.03% Add +1.1% 2,096 $590K
Spire Wealth Management 0.02% Add +11.7% 2,085 $587K
Kozak & Associates, Inc. 0.14% No change 2,025 $586K
Centiva Capital, LP 0.03% New 2,068 $582K
Oakworth Capital, Inc. 0.04% Reduce -2.3% 2,002 $563K
Biltmore Family Office, LLC 0.10% No change 2,000 $563K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 1,982 $558K
CreativeOne Wealth, LLC 0.02% Add +11.2% 1,969 $554K
Drive Wealth Management, LLC 0.14% Add +0.7% 1,968 $554K
Horizon Kinetics Asset Management LLC 0.01% Reduce -1.9% 1,957 $551K
Boothbay Fund Management, LLC 0.02% New 1,931 $543K
Pitcairn Co. 0.03% Reduce -26.5% 1,905 $536K
Graypoint LLC 0.03% Add +4.3% 1,892 $532K
Northside Capital Management, LLC 0.08% No change 1,891 $532K
Integrated Wealth Concepts LLC 0.01% Reduce -3.1% 1,889 $532K
Blue Trust, Inc. 0.01% Add +84.9% 2,045 $530K
Harbor Investment Advisory, LLC 0.05% Reduce -9.7% 1,877 $528K
Alera Investment Advisors, LLC 0.06% Reduce -1.2% 1,874 $527K
NorthRock Partners, LLC 0.02% Add +3.3% 1,869 $526K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -2.8% 1,868 $526K
Austin Private Wealth, LLC 0.05% Add +1.5% 1,854 $522K
Archford Capital Strategies, LLC 0.08% No change 1,798 $521K
Aptus Capital Advisors, LLC 0.01% Reduce -0.7% 1,851 $521K
Axq Capital, LP 0.16% New 1,844 $519K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -13.6% 1,818 $512K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Add +288.4% 1,806 $508K
Kenora Financial, LLC 0.20% No change 1,800 $506K
Simmons Bank 0.04% Add +4.8% 1,789 $503K
RiverGlades Family Offices LLC 0.36% Add +7.6% 1,772 $499K
Patron Partners, LLC 0.28% Reduce -2.2% 1,769 $498K
Freedom Investment Management, Inc. 0.04% Add +1.4% 1,753 $493K
Equitable Holdings, Inc. 0.00% Add +1.3% 1,753 $493K
Elevation Point Wealth Partners, LLC 0.05% Reduce -1.4% 1,752 $493K
Quadrant Capital Group LLC 0.03% Reduce -0.5% 1,749 $492K
Boston Common Asset Management, LLC 0.01% No change 1,748 $492K
IFP Advisors, Inc 0.02% Reduce -8.1% 1,743 $490K
American National Bank & Trust 0.06% Reduce -8.5% 1,738 $489K
Obermeyer Wealth Partners 0.03% No change 1,737 $489K
Cookson Peirce & Co. Inc. 0.02% Reduce -0.8% 1,737 $489K
GTS Securities LLC 0.01% Reduce -45.6% 1,721 $484K
Longview Financial Advisors, Inc. 0.35% Add +4.8% 1,716 $483K
Patrick M Sweeney & Associates, Inc. 0.35% Reduce -0.9% 1,700 $478K
Mitchell Sinkler & Starr 0.12% Reduce -51.4% 1,700 $478K
Prio Wealth Limited Partnership 0.01% No change 1,696 $477K
Ifrah Financial Services, Inc. 0.13% Reduce -1.8% 1,673 $471K
Miller Investment Management, LP 0.05% No change 1,672 $470K
GC Wealth Management RIA, LLC 0.08% Add +1.3% 1,669 $470K
Gen-Wealth Partners Inc 0.20% Add +5.1% 1,638 $466K
Dynamic Advisor Solutions LLC 0.01% Add +0.7% 1,651 $465K
Bartlett & Co. Wealth Management LLC 0.01% No change 1,650 $464K
Plato Investment Management Ltd 0.04% No change 1,651 $464K
Fidelis Capital Partners, LLC 0.05% Add +1.3% 1,595 $461K
Regal Investment Advisors LLC 0.03% Add +16.4% 1,636 $460K
Quadcap Wealth Management, LLC 0.07% Reduce -20.6% 1,633 $460K
Mutual Advisors, LLC 0.01% Add +4.9% 1,597 $459K
Machina Capital S.A.S. 0.18% New 1,626 $458K
Mowery & Schoenfeld Wealth Management, LLC 0.71% Reduce -2.6% 1,600 $450K
LS Investment Advisors, LLC 0.07% No change 1,600 $450K
Mission Wealth Management, LP 0.01% Add +5.8% 1,596 $449K
Compton Wealth Advisory Group, LLC 0.11% No change 1,591 $448K
XTX Topco Ltd 0.03% New 1,588 $447K
Cozad Asset Management Inc. 0.04% No change 1,580 $445K
Personal Cfo Solutions, LLC 0.06% Reduce -6.9% 1,575 $443K
Values First Advisors, Inc. 0.24% Reduce -3.6% 1,564 $440K
EverSource Wealth Advisors, LLC 0.03% Add +13.7% 1,562 $440K
National Wealth Management Group, LLC 0.30% New 1,554 $437K
Hoxton Planning & Management, LLC 0.17% Reduce -0.1% 1,552 $437K
Quotient Wealth Partners, LLC 0.01% Reduce -18.7% 1,545 $435K
Smartleaf Asset Management LLC 0.05% Add +55.2% 1,554 $434K
Caldwell Trust Co 0.05% Add +9.7% 1,538 $433K
SC&H Financial Advisors, Inc. 0.09% Add +0.6% 1,524 $429K
Wilmington Savings Fund Society, FSB 0.01% New 1,518 $427K
W Advisors, LLC 0.26% Add +2.4% 1,514 $426K
Trust Co. of Vermont 0.02% No change 1,509 $425K
West Paces Advisors Inc. 0.10% New 1,500 $422K
Aviance Capital Partners, LLC 0.06% No change 1,500 $422K
Mairs & Power Inc. 0.00% New 1,500 $422K
Huntington National Bank 0.00% Add +10.6% 1,500 $422K
Heritage Wealth Advisors 0.02% No change 1,498 $421K
Signal Advisors Wealth, LLC 0.06% New 1,495 $421K
Mgo One Seven LLC 0.02% Reduce -8.3% 1,493 $420K
Modera Wealth Management, LLC 0.01% Add +16.5% 1,487 $418K
Choate Investment Advisors 0.01% Reduce -2.1% 1,476 $415K
Alpine Woods Capital Investors, LLC 0.07% Add +1.4% 1,415 $414K
Lantz Financial LLC 0.11% Add +0.7% 1,472 $414K
River Wealth Advisors LLC 0.05% Add +1.7% 1,460 $411K
AMG National Trust Bank 0.01% Reduce -14.2% 1,458 $410K
Lake Street Private Wealth, LLC 0.07% Reduce -20.7% 1,437 $404K
Tudor Financial Inc. 0.25% — 1,425 $401K
Vestor Capital, LLC 0.03% Add +2.9% 1,417 $399K
Insight 2811, Inc. 0.20% No change 1,400 $394K
Howard Capital Management, LLC 0.01% New 1,387 $390K
Tucker Asset Management LLC 0.09% Add +13.8% 1,378 $388K
Ellevest, Inc. 0.02% Reduce -8.1% 1,377 $387K
Paloma Partners Management Co 0.03% Reduce -38.6% 1,375 $387K
SteelPeak Wealth, LLC 0.02% Add +23.9% 1,373 $386K
Western Wealth Management, LLC 0.02% Add +4.5% 1,367 $385K
Valeo Financial Advisors, LLC 0.01% Add +0.6% 1,367 $385K
Journey Strategic Wealth LLC 0.01% Add +5.1% 1,356 $381K
Allen Capital Group, LLC 0.05% Add +3.6% 1,335 $376K
Conning Inc. 0.01% Reduce -0.4% 1,334 $375K
Compound Planning, Inc. 0.02% Add +30.6% 1,320 $371K
Advisory Alpha, LLC 0.01% Add +51.6% 1,302 $366K
Agf Management Ltd. 0.00% New 1,302 $366K
Shufro Rose & Co. LLC 0.03% No change 1,400 $363K
Stratos Wealth Advisors, LLC 0.02% Add +5.5% 1,288 $363K
Shelton Capital Management 0.01% No change 1,256 $353K
Balefire, LLC 0.12% Add +24.1% 1,252 $352K
Cadence Bank 0.02% Reduce -6.8% 1,252 $352K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -3.9% 1,250 $352K
Wilkins Investment Counsel Inc. 0.05% No change 1,250 $352K
West Family Investments, Inc. 0.12% Add +1.9% 1,249 $351K
Successful Portfolios LLC 0.24% Reduce -0.2% 1,242 $350K
Oxford Asset Management LLP 0.29% New 1,240 $349K
Syntegra Private Wealth Group, LLC 0.04% No change 1,221 $344K
Sandy Spring Bank 0.01% No change 1,213 $341K
Westpac Banking Corp. 0.02% No change 1,211 $341K
Park Place Capital Corp 0.10% Reduce -16.2% 1,209 $340K
Carderock Capital Management Inc. 0.08% No change 1,200 $338K
Spinnaker Trust 0.02% No change 1,195 $336K
First Horizon Advisors, Inc. 0.01% Add +1.0% 1,193 $336K
Perigon Wealth Management, LLC 0.01% Add +6.5% 1,190 $335K
Fulton Bank, N.A. 0.01% Add +3.0% 1,187 $334K
Fiduciary Family Office, LLC 0.11% Reduce -67.6% 1,183 $333K
Commerzbank Aktiengesellschaft 0.01% Add +42.6% 1,175 $331K
Ignite Planners, LLC 0.08% Add +0.1% 1,173 $330K
Good Life Advisors, LLC 0.02% New 1,172 $330K
Pinnacle Associates Ltd. 0.01% Reduce -63.0% 1,466 $330K
Berkshire Asset Management LLC 0.02% No change 1,270 $329K
MBB Public Markets I LLC 0.03% Reduce -92.3% 1,170 $329K
Ballentine Partners, LLC 0.01% Add +7.2% 1,165 $328K
GAMCO Investors 0.00% New 1,163 $327K
Kathmere Capital Management, LLC 0.03% Add +0.9% 1,163 $327K
StoneX Group Inc. 0.02% Reduce -3.0% 1,162 $327K
Manchester Capital Management LLC 0.04% Add +0.2% 1,162 $327K
Wrenne Financial Planning LLC 0.19% No change 1,153 $324K
Citizens Financial Group Inc. 0.01% New 1,151 $324K
HBK Sorce Advisory LLC 0.01% Reduce -4.4% 1,137 $320K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.6% 1,134 $319K
San Luis Wealth Advisors LLC 0.07% New 1,135 $319K
Savvy Advisors, Inc. 0.06% Add +26.4% 1,130 $318K
Carnegie Investment Counsel 0.01% Add +1.5% 1,128 $317K
Thoroughbred Financial Services, LLC 0.02% Reduce -8.2% 1,124 $316K
Federated Hermes, Inc. 0.00% Add +18.8% 1,117 $314K
Cahaba Wealth Management, Inc. 0.03% No change 1,117 $314K
Foundations Investment Advisors, LLC 0.01% Reduce -2.9% 1,116 $314K
Arkadios Wealth Advisors 0.02% Add +0.5% 1,110 $312K
Excalibur Management Corp. 0.12% No change 1,109 $312K
City Holding Co. 0.04% No change 1,106 $311K
Johnson Investment Counsel Inc. 0.00% Add +38.0% 1,105 $311K
Stonegate Investment Group, LLC 0.01% Add +13.3% 1,102 $310K
Roble, Belko & Company, Inc 0.05% Reduce -1.9% 1,102 $310K
HBW Advisory Services LLC 0.05% New 1,100 $309K
Morningstar Investment Services LLC 0.00% Add +12.9% 1,104 $309K
KCM Investment Advisors LLC 0.01% Reduce -2.3% 1,084 $305K
Los Angeles Capital Management LLC 0.00% No change 1,081 $304K
Prossimo Advisors, LLC 0.22% No change 1,080 $304K
Kowal Investment Group, LLC 0.06% Reduce -3.9% 1,079 $303K
Sivia Capital Partners, LLC 0.18% Reduce -0.1% 1,060 $298K
Veltria Advisors Corp. 0.12% Add +0.8% 1,058 $298K
Lake Street Advisors Group, LLC 0.01% Add +1.5% 1,054 $297K
Cherry Creek Investment Advisors, Inc. 0.15% Add +0.3% 1,048 $295K
First Business Financial Services, Inc. 0.03% Add +1.0% 1,047 $295K
Sentry Investment Management LLC 0.12% Add +11.4% 1,042 $293K
Jacobi Capital Management LLC 0.02% Reduce -7.2% 1,038 $292K
Avestar Capital, LLC 0.03% Add +5.8% 1,036 $291K
Capital Advisors Inc. 0.01% Reduce -1.9% 1,029 $290K
Penserra Capital Management LLC 0.01% Add +1.2% 1,027 $288K
Old North State Wealth Management, LLC 0.16% New 1,018 $287K
Nicolet Advisory Services, LLC 0.03% Add +8.1% 997 $285K
Dark Forest Capital Management LP 0.04% New 1,013 $285K
Trek Financial, LLC 0.02% Reduce -6.5% 1,013 $285K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.2% 1,010 $284K
Brooklyn Investment Group 0.09% Add +1.5% 1,009 $284K
Jefferies Financial Group Inc. 0.00% Reduce -70.1% 1,006 $283K
LongView Wealth Management 0.09% Add +0.2% 1,001 $282K
RFP Financial Group LLC 0.09% No change 1,000 $281K
RBF Capital, LLC 0.01% No change 1,000 $281K
Avior Wealth Management, LLC 0.01% Reduce -3.4% 1,000 $281K
Garde Capital, Inc. 0.02% No change 1,000 $281K
Keel Point, LLC 0.02% Reduce -4.1% 997 $281K
Grove Bank & Trust 0.04% No change 994 $280K
NorthCoast Asset Management LLC 0.00% New 11,622 $279K
Optivise Advisory Services LLC 0.15% Reduce -14.2% 988 $278K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +0.6% 980 $276K
Carret Asset Management, LLC 0.03% No change 975 $274K
Legacy Financial Advisors, Inc. 0.05% Add +6.9% 973 $274K
Encompass More Asset Management 0.10% Add +4.4% 969 $273K
J.W. Cole Advisors, Inc. 0.01% Add +0.5% 965 $272K
KLCM Advisors, Inc. 0.03% No change 965 $272K
IHT Wealth Management, LLC 0.01% New 964 $272K
Perennial Investment Advisors, LLC 0.04% No change 963 $271K
Brighton Jones LLC 0.01% Add +16.6% 946 $266K
Clarius Group, LLC 0.02% Reduce -5.8% 943 $264K
Verdence Capital Advisors LLC 0.02% Reduce -0.1% 932 $262K
Moors & Cabot, Inc. 0.01% Add +4.4% 929 $261K
Investmark Advisory Group LLC 0.13% Add +0.1% 927 $261K
Summit Global Investments 0.02% Add +1.8% 925 $260K
Trinity Financial Advisors LLC 0.12% No change 1,000 $259K
Strategic Blueprint, LLC 0.02% Reduce -39.7% 920 $259K
Northwest Bancshares, Inc. 0.04% No change 917 $258K
Kaizen Financial Strategies 0.15% Reduce -9.9% 905 $255K
CWA Asset Management Group, LLC 0.01% — 905 $255K
Harbour Investments, Inc. 0.01% Add +0.2% 885 $249K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -1.5% 877 $247K
Ariadne Wealth Management, LP 0.13% New 848 $246K
PDS Planning, Inc 0.02% Add +7.5% 875 $246K
Summit Trail Advisors, LLC 0.01% Add +9.1% 874 $246K
Kingsview Wealth Management, LLC 0.01% New 863 $243K
Eastern Bank 0.00% New 861 $242K
West Branch Capital LLC 0.08% Reduce -16.5% 858 $241K
Wesbanco Bank Inc. 0.01% Reduce -3.0% 858 $241K
Hamilton Capital Partners Inc. 0.02% Add +32.6% 855 $241K
Parcion Private Wealth LLC 0.02% New 855 $241K
JT Stratford LLC 0.04% Add +3.0% 852 $240K
L2 Asset Management, LLC 0.07% Add +3.5% 850 $239K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -45.4% 850 $239K
Angeles Wealth Management, LLC 0.02% New 847 $238K
Lindbrook Capital, LLC 0.02% Add +2.7% 831 $234K
Catalyst Financial Partners LLC 0.05% Add +3.1% 830 $234K
International Assets Investment Management, LLC 0.02% Add +6.7% 826 $232K
Keeler & Nadler Financial Planning & Wealth Management 0.11% No change 821 $231K
Douglas Lane & Associates, LLC 0.00% Reduce -3.5% 821 $231K
Essex Bank 0.06% New 817 $230K
Glenview Trust Co 0.00% Reduce -2.9% 813 $229K
Wealth Architects, LLC 0.03% No change 810 $228K
Certuity, LLC 0.02% Reduce -8.5% 808 $227K
1620 Investment Advisors, Inc. 0.17% No change 808 $227K
BOS Asset Management, LLC 0.08% No change 808 $227K
Braun-Bostich & Associates Inc. 0.16% Reduce -0.6% 800 $225K
Westshore Wealth, LLC 0.09% No change 800 $225K
Fort Sheridan Advisors LLC 0.03% No change 800 $225K
Investment Advisory Services Inc. /TX 0.08% New 799 $225K
LGL Partners, LLC 0.03% Reduce -0.6% 797 $224K
Proficio Capital Partners LLC 0.02% Reduce -7.5% 792 $223K
Baader Bank Aktiengesellschaft 0.02% New 829 $223K
9258 Wealth Management, LLC 0.03% New 789 $222K
Portside Wealth Group, LLC 0.04% New 788 $222K
FFT Wealth Management LLC 0.02% New 786 $221K
Trust Point Inc. 0.02% New 784 $221K
Hibernia Wealth Partners, LLC 0.08% Add +1.3% 782 $220K
Crestmont Private Wealth LLC 0.10% New 781 $220K
Altfest L J & Co. Inc. 0.03% Reduce -4.8% 773 $218K
Sage Mountain Advisors LLC 0.02% New 772 $217K
Paragon Private Wealth Management, LLC 0.11% New 769 $216K
Formidable Asset Management, LLC 0.03% Reduce -28.8% 769 $216K
Robertson Stephens Wealth Management, LLC 0.01% New 768 $216K
Equitable Trust Co. 0.01% New 762 $214K
Vise Technologies, Inc. 0.03% New 757 $213K
West Oak Capital, LLC 0.10% No change 756 $213K
Morton Capital Management LLC 0.04% New 750 $211K
Gryphon Financial Partners LLC 0.03% New 738 $208K
Regent Peak Wealth Advisors LLC 0.05% New 737 $207K
Trust Co 0.02% No change 737 $207K
Jones Financial Companies LLLP 0.00% Add +360.3% 741 $207K
Washington Trust Bank 0.02% New 736 $207K
Evergreen Capital Management LLC 0.01% New 732 $206K
AlphaCentric Advisors LLC 0.15% Reduce -6.6% 731 $206K
Allen Mooney & Barnes Investment Advisors LLC 0.03% New 726 $204K
Aspiriant, LLC 0.01% Reduce -12.1% 725 $204K
Old National Bancorp 0.00% Reduce -7.1% 720 $203K
Pflug Koory, LLC 0.01% — 673 $189K
Lanark Financial, Inc. 0.02% Reduce -0.6% 667 $187K
Osterweis Capital Management Inc. 0.01% Reduce -13.2% 657 $185K
Acadian Asset Management LLC 0.00% Reduce -90.5% 637 $179K
Quarry LP 0.06% Add +475.4% 633 $178K
HM Payson & Co. 0.00% Add +0.7% 615 $173K
Alta Advisers Ltd 0.08% No change 600 $169K
Gables Capital Management Inc. 0.08% No change 580 $163K
Resources Management Corp. /CT/ 0.02% Reduce -8.0% 578 $163K
Atwood & Palmer Inc. 0.01% No change 556 $156K
LRI Investments, LLC 0.01% No change 520 $153K
Center for Financial Planning, Inc. 0.02% No change 535 $151K
CarsonAllaria Wealth Management, Ltd. 0.08% Add +0.2% 499 $141K
Cromwell Holdings LLC 0.09% No change 493 $139K
Northwest Financial Advisors 0.11% New 493 $139K
Key Financial Inc 0.03% Reduce -9.8% 490 $138K
Chelsea Counsel Co. 0.07% No change 475 $134K
TruNorth Capital Management, LLC 0.04% No change 468 $132K
LFA - Lugano Financial Advisors SA 0.09% Add +17.7% 465 $131K
Clean Yield Group 0.04% Add +0.7% 454 $128K
VitalStone Financial, LLC 0.09% Reduce -6.1% 446 $125K
Parkside Financial Bank & Trust 0.02% Add +5.5% 444 $125K
Laurel Wealth Advisors LLC 0.02% Add +48.0% 441 $124K
Mascoma Wealth Management LLC 0.03% Reduce -2.3% 426 $120K
Bangor Savings Bank 0.01% No change 414 $116K
Larson Financial Group LLC 0.01% Add +8.0% 403 $114K
CoreCap Advisors, LLC 0.01% New 399 $112K
Financial Network Wealth Advisors LLC 0.09% Reduce -4.1% 375 $106K
AdvisorNet Financial, Inc 0.01% Reduce -3.8% 353 $99K
Pinnacle Bancorp, Inc. 0.03% No change 343 $97K
Optiver Holding B.V. 0.00% New 336 $95K
Rosenberg Matthew Hamilton 0.02% No change 324 $91K
Tobam 0.02% No change 325 $91K
Gilliland Jeter Wealth Management LLC 0.03% No change 310 $87K
Catalyst Funds Management Pty Ltd 0.02% New 300 $84K
Deseret Mutual Benefit Administrators 0.04% Reduce -14.2% 295 $83K
Quent Capital, LLC 0.01% Add +214.4% 283 $80K
TCTC Holdings, LLC 0.00% Reduce -77.6% 281 $79K
MCF Advisors LLC 0.01% Add +1082.6% 272 $77K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +35.9% 265 $75K
Beacon Capital Management, LLC 0.01% No change 263 $74K
Loomis Sayles & Co. L P 0.00% Add +1.6% 260 $73K
Wintrust Investments LLC 0.05% Reduce -88.6% 250 $70K
Nemes Rush Group LLC 0.01% No change 277 $69K
EnRich Financial Partners LLC 0.02% No change 239 $67K
Cornerstone Planning Group LLC 0.02% Reduce -8.6% 234 $67K
Venturi Wealth Management, LLC 0.00% Reduce -18.8% 234 $66K
Central Pacific Bank - Trust Division 0.01% Reduce -15.7% 231 $65K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 218 $61K
Richardson Financial Services Inc. 0.04% No change 235 $61K
DSM Capital Partners LLC 0.00% No change 206 $58K
Hilltop National Bank 0.02% Reduce -15.8% 203 $57K
Riverview Trust Co 0.05% Add +2.0% 201 $57K
Hexagon Capital Partners LLC 0.01% Reduce -19.6% 201 $57K
Tortoise Investment Management, LLC 0.01% No change 201 $57K
Paladin Advisory Group, LLC 0.04% No change 200 $56K
Broadwater Capital Management LLC 0.04% No change 200 $56K
Hoese & Co LLP 0.05% No change 200 $56K
Zions Bancorporation, N.A. 0.00% Reduce -4.6% 187 $53K
Ascentis Independent Advisors 0.01% New 187 $53K
Continuum Advisory, LLC 0.01% No change 174 $51K
Bruce G. Allen Investments, LLC 0.04% Add +2.3% 181 $51K
Delta Asset Management LLC 0.00% No change 170 $48K
Stuart Chaussee & Associates, Inc. 0.01% No change 162 $46K
GoalVest Advisory LLC 0.01% No change 160 $45K
Hollencrest Capital Management 0.00% Add +17.3% 156 $44K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +47.6% 152 $44K
Hobbs Group Advisors, LLC 0.02% No change 155 $44K
Intelligent Financial Strategies 0.02% No change 154 $43K
Leonteq Securities AG 0.01% Add +37.5% 154 $43K
DT Investment Partners, LLC 0.00% No change 152 $43K
Elevation Wealth Partners, LLC 0.02% Reduce -5.0% 151 $42K
City State Bank 0.02% No change 150 $42K
Piscataqua Savings Bank 0.04% Reduce -25.0% 150 $42K
Ruedi Wealth Management, Inc. 0.01% Reduce -1.3% 147 $41K
Security National Bank 0.01% No change 145 $41K
Valley Wealth Managers, Inc. 0.00% No change 143 $40K
REAP Financial Group, LLC 0.01% Reduce -2.1% 142 $40K
Transcendent Capital Group LLC 0.02% No change 140 $39K
MV Capital Management, Inc. 0.00% No change 137 $39K
Prestige Wealth Management Group LLC 0.01% No change 135 $38K
Glen Eagle Advisors, LLC 0.01% No change 130 $37K
Cornerstone National Bank & Trust Co 0.02% New 129 $36K
Fortitude Family Office, LLC 0.01% Add +460.9% 129 $36K
SJS Investment Consulting Inc. 0.01% No change 127 $36K
Versant Capital Management, Inc 0.01% No change 127 $36K
Oarsman Capital, Inc. 0.01% New 124 $35K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -1.6% 122 $34K
Farmers & Merchants Investments Inc. 0.00% No change 122 $34K
LGT Financial Advisors LLC 0.08% Reduce -65.0% 119 $34K
Rise Advisors, LLC 0.02% No change 113 $32K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -0.9% 111 $31K
DiNuzzo Private Wealth, Inc. 0.00% No change 110 $31K
State of Wyoming 0.00% Reduce -14.2% 109 $31K
Painted Porch Advisors LLC 0.02% No change 107 $30K
Ogorek Anthony Joseph /NY/ 0.01% No change 109 $30K
WR Wealth Planners, LLC 0.01% Add +24.1% 103 $29K
Rakuten Securities, Inc. 0.01% Add +580.0% 102 $29K
Disciplina Capital Management LLC 0.00% Reduce -31.3% 101 $28K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $28K
Pin Oak Investment Advisors Inc. 0.03% Add +543.8% 103 $28K
Evergreen Private Wealth LLC 0.01% No change 96 $27K
Covestor Ltd 0.02% Add +1.1% 96 $27K
Tsfg, LLC 0.01% No change 96 $27K
FinTrust Capital Advisors, LLC 0.00% No change 93 $26K
Strategic Investment Solutions, Inc. 0.01% No change 93 $26K
Creekmur Asset Management LLC 0.01% Reduce -15.9% 90 $25K
JFS Wealth Advisors, LLC 0.00% Add +2.5% 82 $23K
CVA Family Office, LLC 0.00% Add +11.4% 78 $22K
Bogart Wealth, LLC 0.00% No change 75 $21K
Planned Solutions, Inc. 0.01% New 74 $21K
Meeder Asset Management Inc. 0.00% Add +9.0% 73 $21K
Altshuler Shaham Ltd 0.00% Reduce -11.1% 72 $20K
Financial Management Professionals, Inc. 0.00% Add +8.2% 66 $19K
Global Financial Private Client, LLC 0.01% Add +41.9% 61 $17K
Arax Advisory Partners 0.00% Reduce -1.6% 60 $17K
New Age Alpha Advisors, LLC 0.01% New 60 $17K
Asset Dedication, LLC 0.00% No change 58 $16K
Truvestments Capital LLC 0.00% New 56 $16K
Criterion Capital Advisors, LLC 0.01% No change 60 $16K
Capital Analysts, LLC 0.00% Add +96.4% 55 $15K
Keener Financial Planning LLC 0.01% No change 49 $13K
Hazlett, Burt & Watson, Inc. 0.01% No change 46 $13K
Groupama Asset Managment 0.00% New 53 $12K
Abound Wealth Management 0.00% Add +35.5% 42 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 42 $12K
Beaird Harris Wealth Management, LLC 0.00% Reduce -63.7% 41 $12K
Hemington Wealth Management 0.00% New 42 $11K
Westside Investment Management, Inc. 0.00% No change 39 $11K
Cape Investment Advisory, Inc. 0.00% No change 38 $11K
Johnson Financial Group, Inc. 0.00% Add +146.7% 37 $10K
Crewe Advisors LLC 0.00% Add +6.3% 34 $10K
Cetera Trust Company, N.A 0.01% No change 34 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 33 $9K
Bell Investment Advisors, Inc 0.00% Reduce -15.8% 32 $9K
First Financial Corp. 0.00% No change 31 $9K
Northwest Investment Counselors, LLC 0.00% New 30 $8K
WASHINGTON TRUST Co 0.00% Add +3.9% 27 $8K
Sachetta, LLC 0.00% No change 27 $8K
Raffa Wealth Management, LLC 0.00% No change 26 $7K
Pineridge Advisors LLC 0.00% Reduce -43.2% 25 $7K
Salem Investment Counselors Inc. 0.00% Add +66.7% 25 $7K
HighMark Wealth Management LLC 0.00% Reduce -10.7% 25 $7K
Aspect Partners, LLC 0.00% No change 24 $7K
Addison Advisors LLC 0.00% No change 24 $7K
Capital Advisors, Ltd. LLC 0.00% Add +10.5% 21 $6K
Godsey & Gibb, Inc. 0.00% No change 20 $6K
Solstein Capital, LLC 0.00% No change 20 $6K
Sound Income Strategies, LLC 0.00% New 20 $6K
FWL Investment Management, LLC 0.00% New 19 $5K
Eagle Bay Advisors LLC 0.00% Reduce -5.0% 19 $5K
Valued Wealth Advisors LLC 0.00% Add +12.5% 18 $5K
Claris Advisors, LLC / Mo / 0.00% New 16 $5K
Private Wealth Management Group, LLC 0.00% Add +6.7% 16 $5K
Dunhill Financial, LLC 0.00% No change 16 $4K
Redmont Wealth Advisors LLC 0.01% No change 15 $4K
Core Alternative Capital 0.00% No change 15 $4K
Avion Wealth 0.00% No change 16 $4K
Earned Wealth Advisors, LLC 0.00% New 14 $4K
Highline Wealth Partners LLC 0.00% Add +27.3% 14 $4K
Albion Financial Group 0.00% No change 13 $4K
C M Bidwell & Associates Ltd. 0.00% No change 12 $3K
Jaffetilchin Investment Partners, LLC 0.00% New 10 $3K
Carolinas Wealth Consulting LLC 0.00% Add +125.0% 9 $3K
Provenance Wealth Advisors, LLC 0.00% No change 7 $2K
TFC Financial Management, Inc. 0.00% No change 6 $2K
Longfellow Investment Management Co. LLC 0.00% No change 6 $2K
FPC Investment Advisory, Inc. 0.00% No change 5 $1K
MeadowBrook Investment Advisors LLC 0.00% New 5 $1K
Wolff Wiese Magana LLC 0.00% New 5 $1K
Horizon Financial Services, LLC 0.00% No change 5 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 5 $1K
GHP Investment Advisors, Inc. 0.00% No change 5 $1K
Carolina Wealth Advisors, LLC 0.00% New 4 $1K
JDM Financial Group LLC 0.00% New 4 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -85.0% 3 $1K
Voisard Asset Management Group, Inc. 0.00% New 3 $845
Strengthening Families & Communities, LLC 0.00% No change 3 $844
Concord Wealth Partners 0.00% New 2 $563
WestEnd Advisors, LLC 0.00% Add +100.0% 2 $563
Chesapeake Asset Management LLC 0.00% New 2 $562
Annapolis Financial Services, LLC 0.00% New 2 $552
Mendota Financial Group, LLC 0.00% New 1 $282
Y.D. More Investments Ltd 0.00% Add +5.2% 121 $92

"% of holder's portfolio" is AJG's weight in each manager's 13F, not the share of Arthur J Gallagher & Co. the manager owns.