Arthur J Gallagher &AJG

13F holders, Q1 2026 (March 31)
1,248holders −51
133new positions
181sold out
10famous investors
$216.25avg. 13F price*

At the end of Q1 2026, 1,248 institutions reported holding Arthur J Gallagher & Co. (AJG) in their 13F filings, down 51 from Q4 2025. 133 opened new positions and 181 sold out. The largest holders were JPMorgan Chase & Co. ($4.2B), BlackRock, Inc. ($4.2B) and Vanguard Capital Management LLC ($3.6B). 10 famous investors held it, including Andreas Halvorsen (0.4% of Viking Global Investors's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and John W. Rogers Jr. (0.0% of Ariel Investments's portfolio).

Company
Arthur J Gallagher & Co.
Filed as
GALLAGHER ARTHUR J & CO (Q1 2026)
Sector
Finance
CUSIP
363576109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions133$1.9B
Exits181$777.8M

All 13F filers, Q4 2025 → Q1 2026: 28,437,106 shares bought and 25,125,076 shares sold, net +3,312,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,248 holders

JPMorgan Chase & Co. 0.29% Reduce -3.7% 19,568,047 $4.2B
BlackRock, Inc. 0.07% Add +0.3% 19,307,796 $4.2B
Vanguard Capital Management LLC 0.09% — 16,699,898 $3.6B
FMR LLC 0.17% Reduce -3.2% 14,620,963 $3.2B
Capital World Investors 0.41% Add +9.6% 13,817,720 $3.0B
Vanguard Portfolio Management LLC 0.14% — 12,419,279 $2.7B
State Street Corp. 0.08% Add +0.2% 10,973,921 $2.4B
Dodge & Cox 0.88% Add +735.2% 7,354,915 $1.6B
Geode Capital Management, LLC 0.08% Add +3.8% 6,243,640 $1.4B
Morgan Stanley 0.05% Reduce -47.8% 4,056,175 $878.5M
Principal Financial Group Inc. 0.38% Add +14.4% 3,242,088 $702.2M
Capital Research Global Investors 0.10% Add +92.5% 2,980,131 $645.4M
Eagle Capital Management LLC 1.94% New 2,665,572 $577.3M
Capital International Investors 0.13% Reduce -58.7% 2,596,653 $562.3M
Wellington Management Group LLP 0.10% Reduce -12.9% 2,583,359 $559.5M
GTCR LLC 13.60% New 2,373,773 $514.1M
WCM Investment Management, LLC 1.16% Reduce -0.8% 2,362,513 $510.2M
Northern Trust Corp. 0.06% Reduce -0.0% 2,229,829 $482.9M
Charles Schwab Investment Management Inc. 0.07% Add +3.2% 2,109,463 $457.2M
Janus Henderson Group PLC 0.20% Add +5.4% 1,970,990 $426.9M
Franklin Resources Inc. 0.11% Add +400.6% 1,954,100 $423.2M
Goldman Sachs Group Inc. 0.06% Add +14.1% 1,953,270 $423.0M
Bank of America Corp. 0.03% Add +23.0% 1,854,488 $401.6M
Invesco Ltd. 0.04% Reduce -1.0% 1,715,812 $371.6M
Brown Advisory Inc. 0.56% Reduce -22.1% 1,580,307 $342.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +0.2% 1,449,869 $314.0M
Vanguard Fiduciary Trust Co. 0.08% — 1,447,832 $313.6M
Focus Partners Wealth 0.33% Add +114.2% 1,379,397 $298.8M
Legal & General Group Plc 0.07% Add +0.3% 1,373,429 $297.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.19% Reduce -57.4% 1,301,447 $281.9M
Bank of New York Mellon Corp 0.05% Reduce -1.5% 1,287,455 $278.8M
FIL Ltd 0.20% Reduce -7.5% 1,209,624 $262.0M
Beck Mack & Oliver LLC 4.75% Add +20.9% 1,062,566 $230.1M
Brown Brothers Harriman & Co. 1.20% Add +0.6% 1,031,635 $223.4M
APG Asset Management N.V. 0.70% Reduce -0.5% 1,177,502 $221.3M
UBS Group AG 0.04% Reduce -8.3% 989,174 $214.2M
T. Rowe Price Investment Management, Inc. 0.15% Reduce -83.2% 986,579 $213.7M
Envestnet Asset Management Inc. 0.06% Reduce -20.0% 977,349 $211.7M
Amundi 0.06% Add +1.0% 939,835 $203.5M
Alliancebernstein L.P. 0.07% Reduce -1.5% 781,086 $202.1M
Guinness Asset Management LTD 3.36% Add +12.0% 901,899 $194.8M
Artisan Partners Limited Partnership 0.31% Add +332.0% 884,899 $191.7M
Dimensional Fund Advisors LP 0.04% Add +5.9% 853,192 $184.8M
Woodline Partners LP 0.69% Add +57.0% 840,676 $182.1M
Boston Partners 0.18% Reduce -2.6% 808,257 $175.1M
California Public Employees Retirement System 0.11% Add +46.7% 789,499 $171.0M
Citadel Advisors 0.12% Add +22.2% 762,692 $165.2M
Deutsche Bank AG 0.05% Add +11.4% 755,049 $163.5M
Swiss National Bank 0.09% Add +7.3% 753,660 $163.2M
Viking Global Investors 0.44% Reduce -30.1% 727,441 $157.5M
Nuveen, LLC 0.04% Add +4.8% 715,125 $154.9M
Brandes Investment Partners, LP 1.07% New 701,260 $151.9M
Stonehage Fleming Financial Services Holdings Ltd 5.12% Reduce -3.0% 650,099 $140.8M
BLS Capital Fondsmaeglerselskab A/S 4.77% New 647,008 $140.1M
Unisphere Establishment 1.16% Reduce -1.4% 635,700 $137.7M
Barclays PLC 0.05% Reduce -5.9% 634,333 $137.4M
Cooke & Bieler LP 1.53% New 622,633 $134.8M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +2.1% 587,811 $127.3M
Mawer Investment Management Ltd. 0.82% Reduce -5.2% 581,276 $125.9M
Vanguard Global Advisers, LLC 0.07% — 569,533 $123.3M
Fenimore Asset Management Inc 2.74% Add +59.9% 566,766 $122.8M
Lord, Abbett & Co. LLC 0.41% Add +3.4% 553,552 $119.9M
Jupiter Asset Management Ltd. 0.60% New 531,235 $113.2M
Bank Julius Baer & Co. Ltd, Zurich 0.33% Reduce -8.7% 508,446 $110.1M
T. Rowe Price Associates Inc. 0.01% Reduce -11.9% 499,941 $108.3M
National Pension Service 0.08% Reduce -2.0% 498,276 $107.9M
Raymond James Financial Inc. 0.03% Reduce -7.7% 495,544 $107.3M
Chilton Investment Co. Inc. 2.49% Reduce -36.2% 490,488 $106.2M
Wells Fargo & Company 0.02% Add +0.6% 484,535 $104.9M
Royal Bank of Canada 0.02% Add +3.2% 484,330 $104.9M
HSBC Holdings PLC 0.06% Reduce -13.9% 459,478 $99.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.08% — 439,081 $95.1M
Bowie Capital Management, LLC 4.50% Add +91.3% 438,928 $95.1M
Rhumbline Advisers 0.08% Reduce -3.2% 428,774 $92.9M
New York State Common Retirement Fund 0.13% Add +50.5% 413,071 $89.5M
Connor, Clark & Lunn Investment Management Ltd. 0.20% Add +349.1% 401,590 $87.0M
First Pacific Advisors, LP 1.20% New 387,687 $84.0M
CIBC Bancorp USA Inc. 0.11% — 634,451 $80.7M
California State Teachers Retirement System 0.08% Reduce -2.5% 369,074 $79.9M
NZS Capital, LLC 2.67% Add +60.6% 368,965 $79.9M
Milford Funds Ltd. 1.63% Reduce -17.0% 358,577 $77.7M
TD Asset Management Inc 0.06% Reduce -7.8% 354,367 $76.7M
BNP Paribas Financial Markets 0.05% Reduce -27.3% 346,680 $75.1M
Adage Capital Partners Gp, L.L.C. 0.11% Add +113.2% 340,763 $73.8M
Regions Financial Corp. 0.48% Reduce -2.3% 340,672 $73.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -5.0% 340,214 $73.8M
Lazard Asset Management LLC 0.12% Add +59.5% 329,019 $71.3M
Manufacturers Life Insurance Company, The 0.06% Reduce -24.1% 322,634 $69.9M
Natixis Advisors, LLC 0.10% Add +2.9% 322,329 $69.8M
Citigroup Inc. 0.04% Add +12.7% 295,088 $63.9M
Welch & Forbes LLC 0.82% Reduce -0.3% 293,288 $63.5M
Zacks Investment Management 0.51% Add +0.8% 291,339 $63.1M
Sei Investments Co. 0.06% Add +36.1% 289,267 $62.7M
American Century Companies Inc. 0.03% Reduce -0.9% 280,517 $60.8M
Marshall Wace, LLP 0.06% Add +227.8% 276,420 $59.9M
Cincinnati Financial Corp. 1.14% Add +40.3% 261,259 $56.6M
Welch Group, LLC 2.06% Add +10.4% 253,012 $54.8M
Cincinnati Insurance Co. 0.81% Add +34.1% 246,282 $53.3M
Kornitzer Capital Management Inc. 1.14% Reduce -1.2% 242,349 $52.5M
Ameriprise Financial Inc. 0.01% Add +0.3% 239,340 $52.0M
Balyasny Asset Management L.P. 0.11% Add +2001.9% 238,987 $51.8M
Millennium Management 0.04% Add +883.8% 234,020 $50.7M
Bank of Montreal 0.02% Reduce -36.9% 224,518 $48.6M
State Board of Administration of Florida Retirement System 0.09% Reduce -0.5% 219,600 $47.6M
Fifth Third Bancorp 0.09% Add +827.5% 218,950 $47.4M
Russell Investments Group, Ltd. 0.05% Reduce -16.8% 217,969 $47.2M
Jones Financial Companies LLLP 0.02% Add +1598.6% 222,038 $46.0M
Aviva PLC 0.08% Add +3.0% 211,415 $45.8M
Fisher Funds Management LTD 1.32% Add +50.3% 207,219 $44.9M
Korea Investment CORP 0.09% Add +73.2% 203,044 $44.0M
Capital International, Inc. 0.34% Reduce -5.9% 201,048 $43.5M
Retirement Systems of Alabama 0.15% Reduce -0.0% 200,960 $43.5M
CANADA LIFE ASSURANCE Co 0.08% Add +1.4% 196,139 $42.6M
Aberdeen Group plc 0.07% Add +3.6% 191,075 $41.4M
Old Republic International Corp. 1.64% No change 190,800 $41.3M
Federation des caisses Desjardins du Quebec 0.14% Reduce -13.3% 184,027 $39.9M
Fort Washington Investment Advisors Inc. 0.22% Add +3.9% 183,381 $39.7M
New York State Teachers Retirement System 0.08% No change 176,619 $38.3M
Stifel Financial Corp. 0.03% Reduce -4.4% 174,354 $37.8M
Sandhill Capital Partners LLC 3.20% Add +20.4% 172,035 $37.3M
Nissay Asset Management Corp. /Japan 0.20% Add +64.6% 171,320 $37.1M
First Trust Advisors LP 0.03% Add +904.4% 170,126 $36.8M
Alyeska Investment Group, L.P. 0.10% New 169,585 $36.7M
Westwood Holdings Group Inc. 0.27% Reduce -21.3% 169,114 $36.6M
LPL Financial LLC 0.01% Reduce -18.7% 166,145 $36.0M
Employees Retirement System of Texas 0.37% Reduce -5.1% 165,200 $35.8M
Nomura Asset Management Co. Ltd. 0.09% Reduce -5.8% 164,861 $35.7M
King Luther Capital Management Corp. 0.15% Reduce -17.5% 161,667 $35.0M
ASR Vermogensbeheer N.V. 0.41% Add +10.3% 159,959 $34.6M
Tidal Investments LLC 0.11% Add +2688.4% 158,188 $34.2M
Benjamin Edwards Inc. 0.34% Reduce -3.0% 157,298 $34.1M
Quantinno Capital Management LP 0.06% Add +34.1% 156,950 $34.0M
Capital International Sarl 0.56% Add +3.7% 156,934 $34.0M
Woodley Farra Manion Portfolio Management Inc. 1.64% Add +2.0% 155,721 $33.7M
Gateway Investment Advisers LLC 0.37% Reduce -17.6% 151,784 $32.9M
Danske Bank A/S 0.08% Reduce -0.5% 151,037 $32.7M
Freestone Grove Partners LP 0.24% Add +4665.3% 150,106 $32.5M
Royal London Asset Management Ltd. 0.07% Reduce -0.2% 147,419 $31.9M
AQR Capital Management 0.01% Reduce -0.5% 147,092 $31.8M
Storebrand Asset Management As 0.09% Reduce -5.1% 144,592 $31.3M
Voya Investment Management LLC 0.04% Add +5.1% 143,216 $31.0M
Ceredex Value Advisors LLC 0.97% Reduce -12.6% 142,729 $30.9M
Sequoia Financial Advisors, LLC 0.17% Add +5.5% 139,833 $30.3M
State of Wisconsin Investment Board 0.07% Add +3.6% 139,518 $30.2M
Central Securities Corp 2.41% Add +28.6% 135,000 $29.2M
Baillie Gifford & Co. 0.03% Reduce -84.6% 133,430 $28.9M
Vanguard Investments Australia, Ltd. 0.08% — 127,731 $27.7M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.6% 127,705 $27.7M
Asset Management One Co., Ltd. 0.08% Reduce -0.0% 127,509 $27.6M
Dearborn Partners LLC 1.48% Reduce -6.0% 125,858 $27.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.51% Add +7.3% 125,585 $27.2M
Prudential Financial Inc. 0.03% Reduce -2.5% 123,053 $26.7M
KBC Group NV 0.07% Reduce -14.8% 122,358 $26.5M
PNC Financial Services Group, Inc. 0.01% Add +37.3% 119,356 $25.9M
Life Cycle Investment Partners Ltd 0.16% Add +56.0% 118,818 $25.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -18.7% 118,087 $25.6M
Gillson Capital LP 2.05% New 115,742 $25.1M
Credit Agricole S A 0.08% Reduce -62.4% 115,259 $25.0M
Massachusetts Financial Services Co. 0.01% Reduce -15.1% 114,514 $24.8M
Canada Pension Plan Investment Board 0.02% Add +41.9% 112,832 $24.4M
DekaBank Deutsche Girozentrale 0.04% No change 109,639 $24.1M
Pictet Asset Management Holding SA 0.03% Reduce -28.4% 110,629 $24.0M
Cullen/Frost Bankers, Inc. 0.27% Add +3.0% 110,386 $23.9M
Treasurer of the State of North Carolina 0.07% Add +2.2% 108,569 $23.5M
Toronto Dominion Bank 0.05% Reduce -34.4% 107,353 $23.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -1.0% 104,503 $22.6M
Cornerstone Capital, Inc. 2.23% Add +5.2% 103,213 $22.4M
Public Employees Retirement System of Ohio 0.07% Reduce -0.4% 100,800 $21.8M
Nomura Asset Management International Inc. 0.04% Add +7.7% 99,164 $21.5M
Lighthouse Investment Partners, LLC 0.81% Add +68.3% 99,104 $21.5M
Premier Fund Managers Ltd 1.52% Reduce -5.9% 99,264 $21.4M
Distillate Capital Partners LLC 1.12% Add +29.1% 98,409 $21.3M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -0.7% 97,921 $21.2M
PhiloSmith Capital Corp 6.04% Add +11.4% 97,725 $21.2M
Professional Advisory Services Inc. 2.64% Add +23.8% 97,081 $21.0M
State of Tennessee, Department of Treasury 0.07% Reduce -11.6% 96,780 $21.0M
ARS Investment Partners, LLC 1.07% Add +15.0% 95,135 $20.6M
KLP Kapitalforvaltning As 0.08% Add +4.5% 94,530 $20.5M
Creative Planning 0.01% Add +9.0% 94,112 $20.4M
Corient Private Wealth LP 0.03% Reduce -5.1% 93,146 $20.2M
Swedbank AB 0.02% Reduce -0.3% 93,055 $20.2M
Truist Financial Corp. 0.03% Reduce -14.8% 92,123 $20.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +19.6% 90,874 $19.7M
Verition Fund Management LLC 0.20% Add +1597.2% 90,646 $19.6M
Generate Investment Management Ltd 0.96% Add +200.0% 90,000 $19.5M
State of New Jersey Common Pension Fund D 0.07% Reduce -0.3% 88,079 $19.1M
Handelsbanken Fonder AB 0.06% Add +1.4% 87,617 $19.0M
Victory Capital Management Inc. 0.01% Add +1.9% 87,133 $18.9M
Assetmark, Inc. 0.04% Add +17.5% 86,198 $18.7M
Calamos Advisors LLC 0.10% No change 85,528 $18.5M
Eventide Asset Management, LLC 0.30% Reduce -40.2% 83,670 $18.1M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Reduce -0.2% 82,088 $17.8M
Resona Asset Management Co.,Ltd. 0.09% Reduce -10.3% 81,877 $17.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -15.4% 81,385 $17.6M
MML Investors Services, LLC 0.05% Reduce -54.1% 81,354 $17.6M
Capital International Ltd. 0.64% Reduce -1.3% 79,967 $17.3M
Renaissance Technologies 0.03% Add +1673.2% 76,600 $16.6M
Tredje AP-fonden 0.09% Reduce -30.4% 76,062 $16.5M
Mountain Pacific Investment Advisers LLC 2.80% Add +2.4% 75,490 $16.3M
Blair William & Co. 0.05% Reduce -15.5% 74,948 $16.2M
STRS Ohio 0.06% Reduce -4.3% 73,867 $16.0M
Public Sector Pension Investment Board 0.05% Add +11.7% 73,097 $15.8M
US Bancorp \de 0.02% Reduce -7.4% 72,485 $15.7M
CIBC Asset Management Inc 0.04% Reduce -14.3% 72,457 $15.7M
United Capital Financial Advisors, LLC 0.10% Reduce -10.3% 72,296 $15.7M
Investment Management Corp of Ontario 0.20% Reduce -37.0% 71,126 $15.4M
Cetera Investment Advisers 0.02% Reduce -22.1% 70,403 $15.2M
Beacon Pointe Advisors, LLC 0.08% Reduce -30.2% 70,388 $15.2M
Arizona State Retirement System 0.09% Reduce -2.5% 70,371 $15.2M
Czech National Bank 0.10% Add +3.4% 69,986 $15.2M
Cornerstone Advisors, LLC 0.55% Add +210.1% 69,034 $15.0M
Baldwin Wealth Partners LLC 1.08% Reduce -9.3% 68,934 $14.9M
Taikang Asset Management (Hong Kong) Co Ltd 1.47% Add +14.0% 68,084 $14.7M
State of Michigan Retirement System 0.08% Reduce -0.1% 67,087 $14.5M
Lawson Kroeker Investment Management Inc. 4.22% Add +3.7% 66,734 $14.5M
North Point Portfolio Managers Corp. 2.56% Reduce -1.6% 66,482 $14.4M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +19.4% 65,970 $14.3M
Factory Mutual Insurance Co. 0.16% No change 64,500 $14.0M
Gotham Asset Management 0.04% Add +40.5% 63,607 $13.8M
Nisa Investment Advisors, LLC 0.05% Reduce -1.9% 63,086 $13.7M
Running Oak Capital LLC 1.83% Add +14.3% 62,501 $13.5M
Rafferty Asset Management, LLC 0.05% Reduce -20.3% 62,480 $13.5M
Assenagon Asset Management S.A. 0.02% Add +56.3% 62,280 $13.5M
MetLife Investment Management, LLC 0.07% Reduce -2.5% 60,685 $13.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +0.2% 59,861 $13.0M
Commerce Bank 0.06% Add +192.8% 58,062 $12.6M
Varma Mutual Pension Insurance Co 0.07% No change 57,550 $12.5M
DNB Asset Management AS 0.04% Add +12.7% 56,631 $12.3M
Sit Investment Associates Inc. 0.25% Add +148.5% 56,268 $12.2M
Teachers Retirement System of the State of Kentucky 0.09% Add +19.9% 55,764 $12.1M
SEB Asset Management AB 0.05% — 55,595 $12.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +22.0% 55,514 $12.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Reduce -11.8% 55,360 $11.9M
Vident Advisory, LLC 0.10% Reduce -16.2% 54,750 $11.9M
CI Investments Inc. 0.06% Add +4.3% 54,053 $11.7M
Jia Investment Alliance Pte. LTD. 1.19% No change 52,400 $11.3M
ProShare Advisors LLC 0.02% Reduce -4.5% 51,795 $11.2M
Rench Wealth Management, Inc. 3.37% Add +1.2% 51,772 $11.2M
Newport Capital Group, LLC 6.77% Reduce -0.1% 51,306 $11.1M
IFM Investors Pty Ltd 0.09% Add +5.2% 50,353 $10.9M
Ferguson Wellman Capital Management, Inc. 0.14% Reduce -35.3% 48,122 $10.4M
Ilmarinen Mutual Pension Insurance Co 0.08% Reduce -29.4% 48,100 $10.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.16% Add +31.7% 47,718 $10.3M
HighTower Advisors, LLC 0.01% Reduce -6.3% 47,706 $10.3M
Mercer Global Advisors Inc. 0.02% Reduce -69.4% 47,610 $10.3M
Tompkins Financial Corp. 0.82% Reduce -0.9% 47,414 $10.3M
State of Alaska, Department of Revenue 0.11% Reduce -0.9% 46,922 $10.2M
Cerity Partners LLC 0.01% Add +19.0% 46,710 $10.1M
Amalgamated Bank 0.08% Reduce -2.2% 46,611 $10.1M
Tocqueville Asset Management L.P. 0.15% Add +27.1% 46,538 $10.1M
Xponance LLC 0.07% Add +14.9% 46,515 $10.1M
Segment Wealth Management, LLC 0.59% Add +6.5% 46,132 $10.0M
Teacher Retirement System of Texas 0.04% Reduce -0.8% 45,733 $9.9M
Exencial Wealth Advisors, LLC 0.30% Reduce -5.3% 44,982 $9.7M
Daiwa Securities Group Inc. 0.03% Reduce -25.1% 43,906 $9.5M
Busey Bank 0.26% Add +0.7% 43,838 $9.5M
USS Investment Management Ltd 0.04% Add +5.4% 43,626 $9.4M
Cardinal Capital Management, Inc. 0.25% New 43,167 $9.3M
GW&K Investment Management, LLC 0.08% Reduce -4.0% 43,084 $9.3M
Nicola Wealth Management LTD. 1.12% No change 42,900 $9.3M
Baird Financial Group, Inc. 0.01% Add +22.4% 42,763 $9.3M
MUFG Securities EMEA plc 0.14% Add +305.1% 42,622 $9.2M
Renaissance Investment Group LLC 1.95% Add +9.2% 41,844 $9.1M
National Bank of Canada 0.01% Reduce -41.9% 41,767 $9.0M
Kestra Advisory Services, LLC 0.03% Add +159.8% 41,317 $8.9M
Utah Retirement Systems 0.09% Reduce -1.6% 41,223 $8.9M
Talbot Financial, LLC 0.74% Add +6.0% 40,869 $8.9M
Allianz Asset Management GmbH 0.01% Reduce -89.7% 40,727 $8.8M
FORA Capital, LLC 0.64% New 40,089 $8.7M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -49.6% 39,627 $8.6M
Interval Partners, LP 0.29% Add +66.1% 39,336 $8.5M
Captrust Financial Advisors 0.01% Reduce -64.8% 39,193 $8.5M
Police & Firemen's Retirement System of New Jersey 0.07% Add +0.2% 38,999 $8.4M
Verity & Verity, LLC 0.62% Reduce -3.8% 38,673 $8.4M
NewEdge Advisors, LLC 0.03% Reduce -11.3% 38,225 $8.3M
New York Life Investment Management LLC 0.07% Add +2.0% 38,054 $8.2M
Rakuten Investment Management, Inc. 0.02% Add +12.9% 38,129 $8.2M
Pathstone Holdings, LLC 0.03% Add +0.5% 37,914 $8.2M
Clark Capital Management Group, Inc. 0.05% Add +3552.5% 37,475 $8.1M
NEOS Investment Management LLC 0.04% Add +19.9% 36,683 $7.9M
Mediolanum International Funds Ltd 0.08% Reduce -14.0% 36,574 $7.9M
XTX Topco Ltd 0.14% New 36,074 $7.8M
Bank of Nova Scotia 0.01% Reduce -11.4% 35,783 $7.7M
Commonwealth Equity Services, LLC 0.01% Reduce -1.2% 35,731 $7.7M
Cincinnati Specialty Underwriters Insurance CO 1.88% Add +323.2% 35,671 $7.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.5% 35,667 $7.7M
Rathbones Group PLC 0.03% Add +2.2% 35,114 $7.6M
Trillium Asset Management, LLC 0.25% Add +16.6% 38,781 $7.6M
Bath Savings Trust Co 0.80% Reduce -3.7% 34,692 $7.5M
Hamilton Point Investment Advisors, LLC 1.14% New 34,294 $7.4M
O'shaughnessy Asset Management, LLC 0.04% Reduce -12.0% 34,010 $7.4M
SG Americas Securities, LLC 0.01% Add +7.1% 33,427 $7.2M
Private Advisor Group, LLC 0.03% Add +1.2% 33,306 $7.2M
Public Employees Retirement Association of Colorado 0.03% Add +0.0% 33,244 $7.2M
Philadelphia Financial Management of San Francisco, LLC 2.29% New 33,000 $7.1M
Jain Global LLC 0.10% New 32,928 $7.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Reduce -34.3% 32,608 $7.1M
Smithbridge Asset Management Inc. 1.05% Reduce -50.0% 32,547 $7.0M
Sigma Investment Counselors Inc. 0.36% Reduce -4.4% 31,251 $6.8M
Swiss Life Asset Management Ltd 0.03% Add +22.4% 31,006 $6.7M
Point72 Asset Management 0.01% Reduce -55.5% 30,880 $6.7M
Rockefeller Capital Management L.P. 0.01% Add +3.0% 30,773 $6.7M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +189.0% 30,466 $6.6M
North Star Investment Management Corp. 0.40% Reduce -0.0% 30,382 $6.6M
Marks Group Wealth Management, Inc 0.63% Reduce -3.4% 29,959 $6.5M
Capital Group Private Client Services, Inc. 0.11% Reduce -33.4% 29,799 $6.5M
Strategy Asset Managers LLC 1.06% Add +0.4% 29,720 $6.4M
Oregon Public Employees Retirement Fund 0.08% Add +0.3% 29,452 $6.4M
Mackenzie Financial Corp. 0.01% Add +9.2% 29,384 $6.4M
Bahl & Gaynor LLC 0.03% Reduce -2.7% 29,264 $6.3M
Arrowstreet Capital, Limited Partnership 0.00% New 29,178 $6.3M
Wealthfront Advisers LLC 0.01% Reduce -10.0% 29,119 $6.3M
Torray Investment Partners LLC 0.99% Add +25.3% 29,035 $6.3M
Nordea Investment Management AB 0.01% Reduce -0.1% 29,228 $6.3M
McKinley Carter Wealth Services, Inc. 0.36% Reduce -11.0% 28,764 $6.2M
OpenArc Corporate Advisory, LLC 0.09% Add +32.5% 28,243 $6.1M
Osaic Holdings, Inc. 0.01% Reduce -31.1% 27,518 $6.0M
Vanguard Personalized Indexing Management, LLC 0.06% Add +2.7% 27,599 $6.0M
PFA Pension, Forsikringsaktieselskab 0.02% Add +0.3% 27,472 $5.9M
Van Hulzen Asset Management, LLC 0.44% Reduce -71.3% 27,364 $5.9M
Mutual of America Capital Management LLC 0.07% Reduce -0.9% 27,333 $5.9M
Ayrshire Capital Management LLC 3.03% Add +10.6% 27,009 $5.8M
Evelyn Partners Investment Management Services Ltd 0.69% New 27,000 $5.8M
Cwm, LLC 0.02% Add +4.2% 26,731 $5.8M
BNP Paribas 0.18% Reduce -71.1% 26,754 $5.8M
Jackson Wealth Management, LLC 0.59% Reduce -0.3% 26,459 $5.7M
Yousif Capital Management, LLC 0.07% Reduce -6.0% 26,456 $5.7M
Brant Point Investment Management LLC 1.57% Reduce -24.8% 26,367 $5.7M
OP Asset Management Ltd 0.06% Reduce -7.2% 26,155 $5.7M
Glenmede Trust Co. NA 0.03% Add +166.2% 25,700 $5.6M
Cane Capital Partners, LLC 2.43% Reduce -3.8% 25,470 $5.5M
EULAV Asset Management 0.18% No change 25,400 $5.5M
Empowered Funds, LLC 0.04% New 25,290 $5.5M
Stratos Wealth Partners, LTD. 0.06% Add +2.8% 25,233 $5.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -6.8% 24,859 $5.4M
Geneos Wealth Management Inc. 0.12% Reduce -8.4% 24,616 $5.3M
Entropy Technologies, LP 0.24% New 24,482 $5.3M
Donor Advised Charitable Giving, Inc. 0.13% No change 24,290 $5.3M
Ethic Inc. 0.08% Reduce -19.6% 24,250 $5.3M
Spirepoint Private Client, LLC 0.50% Add +10.3% 24,247 $5.3M
Avanza Fonder AB 0.14% No change 24,193 $5.2M
Prospera Financial Services Inc 0.08% Add +0.7% 23,928 $5.2M
Douglass Winthrop Advisors, LLC 0.09% Reduce -3.0% 23,896 $5.2M
Ensign Peak Advisors, Inc 0.01% Reduce -61.1% 23,767 $5.1M
Hantz Financial Services, Inc. 0.08% Reduce -11.0% 23,490 $5.1M
Picton Mahoney Asset Management 0.05% Reduce -40.1% 23,063 $5.0M
UniSuper Management Pty Ltd 0.03% Add +2.3% 22,938 $5.0M
Colonial Trust Co / SC 0.67% Add +4.1% 22,898 $5.0M
Aptus Capital Advisors, LLC 0.04% Add +347.8% 22,777 $4.9M
Seizert Capital Partners, LLC 0.22% Add +63.3% 22,538 $4.9M
Natixis 0.02% Reduce -66.2% 22,524 $4.9M
Janney Montgomery Scott LLC 0.01% Reduce -43.2% 22,462 $4.9M
Mariner, LLC 0.01% Reduce -54.1% 22,407 $4.9M
EagleClaw Capital Managment, LLC 0.68% Add +690.8% 22,300 $4.8M
M&T Bank Corp 0.02% Reduce -2.8% 22,239 $4.8M
Alley Investment Management Company, LLC 0.58% Reduce -45.8% 22,095 $4.8M
Chicago Partners Investment Group LLC 0.11% Add +2.4% 21,412 $4.7M
WINTON GROUP Ltd 0.17% New 21,720 $4.7M
TD Waterhouse Canada Inc. 0.01% Add +2194.3% 21,819 $4.7M
Macquarie Group Ltd. 0.03% Reduce -36.1% 21,618 $4.7M
Cary Street Partners Financial LLC 0.12% Add +9546.0% 21,607 $4.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.0% 21,395 $4.6M
Wendell David Associates Inc. 0.50% Add +8.0% 21,164 $4.6M
Fourpath Capital Management, LLC 0.65% Reduce -23.2% 21,022 $4.6M
Silvercrest Asset Management Group LLC 0.03% Add +17.2% 20,790 $4.5M
Candriam S.C.A. 0.02% Add +1.7% 20,642 $4.5M
Ieq Capital, LLC 0.02% Add +0.6% 20,598 $4.5M
Callan Family Office, LLC 0.10% Reduce -24.8% 20,312 $4.4M
Allstate Corp. 0.05% Add +3.8% 20,264 $4.4M
Pacer Advisors, Inc. 0.01% Reduce -0.0% 20,170 $4.4M
Family Legacy, Inc. 1.30% Add +0.1% 19,960 $4.3M
Gulf International Bank (UK) Ltd 0.10% Add +58.2% 19,789 $4.3M
Ariel Investments 0.05% Add +28.7% 19,764 $4.3M
Atlantic Union Bankshares Corp 0.08% Reduce -0.5% 19,446 $4.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.25% New 19,392 $4.2M
Polar Asset Management Partners Inc. 0.13% New 19,000 $4.1M
Schroder Investment Management Group 0.00% Reduce -79.9% 19,027 $4.1M
Elo Mutual Pension Insurance Co 0.07% Reduce -23.0% 18,961 $4.1M
Sand Hill Global Advisors, LLC 0.14% New 18,682 $4.0M
First Manhattan Co. Llc. 0.01% Reduce -16.4% 18,460 $4.0M
First American Bank 0.25% Reduce -1.5% 18,446 $4.0M
AIA Group Ltd 0.06% Reduce -30.8% 18,195 $3.9M
Quantitative Investment Management, LLC 0.40% Add +118.8% 17,960 $3.9M
PFG Advisors 0.19% Add +0.9% 17,892 $3.9M
CENTRAL TRUST Co 0.07% Reduce -9.1% 17,201 $3.7M
Sitrin Capital Management LLC 1.86% No change 17,143 $3.7M
Capital Group Investment Management Pte. LTD. 0.63% Add +0.2% 17,108 $3.7M
Community Trust & Investment Co. 0.20% New 17,032 $3.7M
Atria Investments, Inc 0.04% Reduce -4.7% 17,029 $3.7M
Osmosis Investment Management UK Ltd 0.10% Add +6.8% 16,859 $3.7M
Eurizon Capital SGR S.p.A. 0.01% Reduce -15.4% 16,750 $3.6M
Bfsg, LLC 0.34% Reduce -2.3% 16,720 $3.6M
Park Avenue Securities LLC 0.03% Reduce -52.9% 16,657 $3.6M
Sanctuary Advisors, LLC 0.02% Reduce -11.4% 16,653 $3.6M
Brookmont Capital Management 2.00% Add +4.7% 16,508 $3.6M
Barbara Oil Co. 1.38% No change 16,500 $3.6M
Obion Capital Management LP 3.49% Reduce -17.6% 16,359 $3.5M
Thrivent Financial for Lutherans 0.01% Reduce -21.1% 16,336 $3.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -28.8% 16,138 $3.5M
Sovereign's Capital Management, LLC 2.55% Add +44.5% 15,998 $3.5M
Journey Advisory Group, LLC 0.29% Reduce -6.6% 15,830 $3.4M
Susquehanna International Group, LLP 0.00% Reduce -54.9% 15,800 $3.4M
Pinnacle Financial Partners, Inc. 0.03% Add +3.2% 15,725 $3.4M
Bessemer Group Inc. 0.01% Add +10.1% 15,629 $3.4M
Mizuho Securities USA LLC 0.08% Reduce -16.9% 15,535 $3.4M
Clearstead Advisors, LLC 0.03% Reduce -6.7% 15,506 $3.4M
Romano Brothers and Company 0.37% Reduce -0.1% 15,163 $3.3M
Private Management Group Inc. 0.09% Reduce -13.3% 15,076 $3.3M
Ballew Advisors, Inc 1.84% Add +0.1% 14,905 $3.3M
Hartford Investment Management Co. 0.10% Reduce -1.7% 14,640 $3.2M
James Investment Research, Inc. 0.35% Reduce -39.4% 14,534 $3.1M
Lido Advisors, LLC 0.01% Add +67.7% 14,348 $3.1M
Coldstream Capital Management Inc. 0.04% Add +3.9% 14,087 $3.1M
Norinchukin Bank, The 0.04% Reduce -0.3% 13,948 $3.0M
Wealthspire Advisors, LLC 0.02% Reduce -4.1% 13,810 $3.0M
Oxbow Advisors, LLC 0.26% Reduce -3.6% 13,800 $3.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -57.4% 13,653 $3.0M
First Nebraska Trust Co 0.27% Add +10.7% 13,604 $2.9M
New Vernon Investment Management LLC 3.11% New 13,508 $2.9M
Hennion & Walsh Asset Management, Inc. 0.10% Reduce -21.9% 13,501 $2.9M
Legacy Wealth Management, LLC / MS 0.83% No change 13,491 $2.9M
Blackstone Inc. 0.01% New 13,368 $2.9M
Louisiana State Employees Retirement System 0.05% No change 13,100 $2.8M
Choreo, LLC 0.03% Add +39.0% 13,086 $2.8M
Arthur M. Cohen & Associates, LLC 0.50% Reduce -5.5% 12,938 $2.8M
Nelson Capital Management, LLC 0.34% Reduce -1.4% 12,908 $2.8M
Maryland State Retirement & Pension System 0.06% No change 12,638 $2.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +7.3% 12,529 $2.7M
Elwood Capital Partners LP 2.62% Add +150.2% 12,510 $2.7M
Abn Amro Investment Solutions 0.04% Add +0.8% 12,501 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +138.8% 12,451 $2.7M
Neuberger Berman Group LLC 0.00% Reduce -0.2% 12,368 $2.7M
Andra AP-fonden 0.03% Reduce -67.7% 12,347 $2.7M
Trust Co. of Toledo NA 0.25% Reduce -2.4% 12,218 $2.6M
TD Private Client Wealth LLC 0.05% Reduce -12.5% 11,886 $2.6M
New Mexico Educational Retirement Board 0.08% No change 11,850 $2.6M
Bollard Group LLC 0.08% Add +0.3% 11,832 $2.6M
Vontobel Holding Ltd. 0.01% Add +8.8% 11,777 $2.6M
Chicago Capital, LLC 0.07% Add +0.4% 11,761 $2.5M
Tilia Fiduciary Partners, Inc. 1.40% Add +8.5% 11,745 $2.5M
ING Groep NV 0.02% Reduce -1.5% 11,671 $2.5M
Iams Wealth Management, LLC 0.87% Add +20.3% 11,493 $2.5M
Allspring Global Investments Holdings, LLC 0.00% Add +0.8% 11,263 $2.4M
Jane Street Group, LLC 0.00% Reduce -12.3% 11,222 $2.4M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -1.4% 11,007 $2.4M
New Age Alpha Advisors, LLC 0.11% Reduce -13.0% 10,922 $2.4M
GAM Holding AG 0.21% Reduce -45.5% 10,864 $2.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -17.4% 10,627 $2.3M
Concurrent Investment Advisors, LLC 0.03% Add +0.1% 10,601 $2.3M
AG2R La Mondiale Gestion D'actifs 0.10% Add +1.3% 10,555 $2.3M
Crossmark Global Holdings, Inc. 0.03% Reduce -6.5% 10,506 $2.3M
OMERS ADMINISTRATION Corp 0.01% Add +34.5% 10,388 $2.2M
McLean Asset Management Corp 0.39% New 10,386 $2.2M
Manhattan West Asset Management, LLC 0.44% Add +50.9% 10,365 $2.2M
Whittier Trust Co. 0.02% Reduce -4.9% 10,023 $2.2M
MAI Capital Management 0.01% Reduce -4.0% 10,028 $2.2M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +7.4% 10,006 $2.2M
Leavell Investment Management, Inc. 0.09% Add +1.5% 9,915 $2.1M
DAVENPORT & Co LLC 0.01% Reduce -42.9% 9,860 $2.1M
SIH Partners, LLLP 0.06% New 9,732 $2.1M
Jefferies Financial Group Inc. 0.03% Add +135.8% 9,707 $2.1M
HB Wealth Management, LLC 0.01% Add +4.8% 9,692 $2.1M
Ancora Advisors LLC 0.04% Reduce -0.2% 9,683 $2.1M
Argo Wealth Advisory, LLC 1.22% Add +4.0% 9,629 $2.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -4.9% 9,595 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.2% 9,581 $2.1M
Saudi Central Bank 0.04% New 9,479 $2.1M
UMB Bank, n.a. 0.03% Add +2.7% 9,469 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -65.5% 9,372 $2.0M
Panagora Asset Management Inc. 0.01% Reduce -8.0% 9,236 $2.0M
Anchor Investment Management, LLC 0.17% Add +10.0% 9,189 $2.0M
Knollwood Investment Advisory, LLC 0.20% No change 9,168 $2.0M
Equitable Holdings, Inc. 0.01% Add +153.4% 8,675 $2.0M
Principal Securities, Inc. 0.03% Reduce -23.8% 9,149 $2.0M
E. Ohman J:or Asset Management AB 0.05% No change 9,063 $2.0M
Intech Investment Management LLC 0.02% Reduce -21.5% 9,023 $2.0M
Flputnam Investment Management Co. 0.03% Reduce -11.7% 8,728 $1.9M
Pine Valley Investments Ltd Liability Co 0.09% Add +32.7% 8,725 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% New 8,580 $1.9M
Metis Global Partners, LLC 0.05% Reduce -9.5% 8,556 $1.9M
Brooklyn Investment Group 0.06% Add +17.0% 8,378 $1.8M
Harbor Advisors LLC 0.26% No change 8,375 $1.8M
Raiffeisen Bank International AG 0.03% Add +109.3% 8,377 $1.8M
Apollon Wealth Management, LLC 0.03% Reduce -7.3% 8,307 $1.8M
Pacific Capital Partners Ltd 1.77% New 8,290 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 8,222 $1.8M
Old North State Trust, LLC 1.05% Reduce -1.5% 8,193 $1.8M
Meiji Yasuda Life Insurance Co 0.06% No change 8,183 $1.8M
Arkadios Wealth Advisors 0.03% Add +4.9% 8,182 $1.8M
&partners 0.01% Add +8.1% 8,030 $1.7M
Kestra Private Wealth Services, LLC 0.02% Add +252.5% 7,971 $1.7M
Dakota Wealth Management 0.04% Reduce -46.5% 7,970 $1.7M
Merit Financial Group, LLC 0.01% Add +3.2% 7,820 $1.7M
Provident Wealth Management, LLC 0.51% No change 7,819 $1.7M
Stonebridge Capital Management Inc. 0.76% — 7,762 $1.7M
AE Wealth Management LLC 0.01% Add +13.2% 7,712 $1.7M
Fulcrum Asset Management LLP 0.25% Add +2.9% 7,557 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Add +6.2% 7,515 $1.6M
Bright Rock Capital Management, LLC 0.32% No change 7,500 $1.6M
Trueblood Wealth Management, LLC 0.63% Reduce -4.0% 7,475 $1.6M
Keybank National Association 0.01% Add +26.2% 7,468 $1.6M
North Dakota State Investment Board 0.07% Reduce -15.5% 7,346 $1.6M
Bailard, Inc. 0.04% Add +0.0% 7,325 $1.6M
Taylor Frigon Capital Management LLC 0.89% New 7,254 $1.6M
Siemens Fonds Invest GmbH 0.09% Add +0.3% 7,217 $1.6M
Peapack Gladstone Financial Corp. 0.02% Add +537.5% 7,191 $1.6M
VeraBank, N.A. 0.28% Reduce -3.5% 7,149 $1.5M
Mufg Securities Americas Inc. 0.10% Add +2.8% 7,111 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.4% 7,095 $1.5M
Ascent Group, LLC 0.05% Add +6.1% 7,020 $1.5M
Securian Asset Management, Inc. 0.06% No change 6,983 $1.5M
Arlington Trust Co LLC 0.13% Reduce -0.0% 6,949 $1.5M
Bridges Investment Management Inc. 0.02% Add +448.2% 6,924 $1.5M
Cincinnati Indemnity Co. 3.70% No change 6,882 $1.5M
Squarepoint Ops LLC 0.00% Reduce -0.2% 6,831 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.15% Add +9.2% 6,799 $1.5M
Summit Trail Advisors, LLC 0.02% Add +28.3% 6,785 $1.5M
Campbell Newman Asset Management Inc. 0.12% Reduce -94.4% 6,759 $1.5M
World Investment Advisors 0.02% Reduce -10.3% 6,734 $1.5M
Farther Finance Advisors, LLC 0.01% Reduce -7.2% 6,736 $1.5M
Nomura Holdings Inc. 0.01% Add +3.1% 6,712 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% No change 6,674 $1.4M
Vise Technologies, Inc. 0.03% No change 5,577 $1.4M
SummitTX Capital, L.P. 0.04% New 6,493 $1.4M
Savant Capital, LLC 0.01% Reduce -6.1% 6,438 $1.4M
Alteri Wealth LLC 0.45% Add +7.3% 6,404 $1.4M
Potomac Fund Management Inc. 0.05% Add +9.2% 6,383 $1.4M
Cresset Asset Management, LLC 0.01% Add +112.1% 6,370 $1.4M
AustralianSuper Pty Ltd 0.01% Add +19.9% 6,244 $1.4M
Cabot Wealth Management Inc. 0.16% Add +2.0% 6,241 $1.4M
Cibc World Market Inc. 0.00% Reduce -82.7% 6,145 $1.3M
Fiduciary Alliance LLC 0.08% Add +55.2% 5,939 $1.3M
Frank, Rimerman Advisors LLC 0.08% Reduce -1.1% 5,872 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -14.8% 5,829 $1.3M
Laird Norton Wetherby Trust Company, LLC 0.03% Reduce -5.8% 5,812 $1.3M
Ostrum Asset Management 0.07% Reduce -16.9% 5,756 $1.2M
Third View Private Wealth, LLC 0.17% Add +16.1% 5,690 $1.2M
Waverly Advisors, LLC 0.01% Add +10.1% 5,690 $1.2M
Directional Asset Management 1.13% Add +15.8% 5,686 $1.2M
Meeder Advisory Services, Inc. 0.05% Add +21.2% 5,678 $1.2M
Praxis Investment Management Inc. 0.07% No change 5,628 $1.2M
Bannerstone Capital Management, LLC 1.13% Add +3.6% 5,613 $1.2M
Eagle Wealth Strategies LLC 0.53% Add +0.6% 5,535 $1.2M
Game Creek Capital, LP 0.46% Reduce -38.9% 5,500 $1.2M
Builder Investment Group Inc. 0.26% No change 5,496 $1.2M
Seelaus Asset Management LLC 0.86% Reduce -0.5% 5,475 $1.2M
QRG Capital Management, Inc. 0.01% Add +2.4% 5,451 $1.2M
Belpointe Asset Management LLC 0.04% New 5,386 $1.2M
Canada Post Corp Registered Pension Plan 0.05% Reduce -17.8% 5,329 $1.2M
Fairfield Financial Advisors, LTD 0.40% Reduce -20.2% 5,305 $1.1M
Disciplined Investments, LLC 0.41% No change 5,266 $1.1M
Vestmark Advisory Solutions, Inc. 0.01% Add +10.3% 5,244 $1.1M
SBI Okasan Asset Management Co.Ltd. 0.05% No change 5,210 $1.1M
Portfolio Design Labs, LLC 0.20% Add +3.5% 5,193 $1.1M
Guinness Atkinson Asset Management Inc 0.56% Add +54.2% 5,191 $1.1M
Dover Advisors, LLC 0.46% Reduce -1.4% 5,186 $1.1M
Vestcor Inc 0.03% No change 5,183 $1.1M
EPG Wealth Management LLC 0.30% Add +0.8% 5,118 $1.1M
Prudential PLC 0.01% No change 5,074 $1.1M
Moody National Bank Trust Division 0.10% Add +12.1% 5,064 $1.1M
Gilbert & Cook, Inc. 0.14% Add +6.6% 5,006 $1.1M
Merrion Investment Management Co, LLC 0.58% No change 5,000 $1.1M
Everett Harris & Co. 0.01% Reduce -0.8% 4,990 $1.1M
V2 Financial group LLC 0.49% No change 4,886 $1.1M
Occudo Quantitative Strategies LP 0.06% New 5,065 $1.0M
Clear Harbor Asset Management, LLC 0.07% New 4,818 $1.0M
Vaughan Nelson Investment Management, L.P. 0.01% No change 4,785 $1.0M
Allworth Financial LP 0.00% Reduce -4.0% 4,779 $1.0M
Main Management ETF Advisors, LLC 0.04% New 4,748 $1.0M
Monetary Management Group Inc. 0.24% Add +96.7% 4,720 $1.0M
Signaturefd, LLC 0.02% Add +13.1% 4,718 $1.0M
BankPlus Trust Department 0.27% Reduce -0.7% 4,698 $1.0M
Horizon Investments, LLC 0.01% Add +4.8% 4,698 $1.0M
SVB Wealth LLC 0.07% Reduce -12.1% 4,645 $1.0M
44 Wealth Management LLC 0.35% New 4,641 $1.0M
Sfm, LLC 0.60% Add +16.2% 4,608 $998K
Advisory Alpha, LLC 0.03% Add +20.0% 4,604 $997K
Engineers Gate Manager LP 0.01% New 4,600 $996K
Prosperity Consulting Group, LLC 0.04% Reduce -52.0% 4,570 $990K
Avidian Wealth Enterprises, LLC 0.03% New 4,546 $985K
Robeco Institutional Asset Management B.V. 0.00% Reduce -5.3% 4,543 $984K
South Dakota Investment Council 0.02% No change 4,437 $961K
Coastal Bridge Advisors, LLC 0.07% Reduce -20.3% 4,398 $953K
TFR Capital, LLC. 0.29% Add +13.6% 4,357 $944K
Regal Investment Advisors LLC 0.05% Add +38.9% 4,347 $942K
NorthCoast Asset Management LLC 0.02% Reduce -0.4% 4,336 $939K
Fiduciary Trust Co 0.01% Reduce -3.2% 4,334 $939K
Guyasuta Investment Advisors Inc. 0.05% No change 4,256 $922K
Advisory Services Network, LLC 0.01% Add +2.5% 4,222 $914K
TCW Group Inc. 0.01% Add +5.1% 4,206 $911K
St Germain D J Co. Inc. 0.04% No change 4,195 $909K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -10.5% 4,140 $897K
Triangle Securities Wealth Management 0.20% Add +3.0% 4,121 $893K
Parallel Advisors, LLC 0.02% Add +13.7% 4,110 $890K
Quadrant Capital Group LLC 0.03% Reduce -3.1% 4,018 $870K
Argent Trust Co 0.03% Reduce -1.6% 4,004 $867K
Ticino Wealth 0.30% Reduce -1.0% 3,446 $862K
Wealth Enhancement Trust Services, Inc. 0.10% Add +14.2% 3,967 $859K
iSAM Funds (UK) Ltd 0.42% New 3,956 $857K
TritonPoint Partners, LLC 0.31% Add +41.5% 3,943 $854K
Avior Wealth Management, LLC 0.02% New 3,943 $854K
Keebeck Wealth Management 0.10% Reduce -74.5% 3,938 $853K
Independent Advisor Alliance 0.01% Reduce -8.5% 3,932 $852K
Harbour Investments, Inc. 0.01% Add +200.0% 3,900 $845K
Schonfeld Strategic Advisors LLC 0.01% Reduce -87.0% 3,887 $842K
Pinnacle Associates Ltd. 0.01% Add +1.1% 3,887 $842K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -2.3% 3,839 $842K
Tema ETFs LLC 0.06% Add +0.4% 3,864 $837K
Brookstone Capital Management 0.01% Reduce -94.3% 3,827 $829K
Parsons Capital Management Inc. 0.04% Reduce -16.6% 3,808 $825K
Connecticut Wealth Management, LLC 0.03% No change 3,759 $814K
PFG Investments, LLC 0.04% Add +5.8% 3,755 $813K
Essex Investment Management Co. LLC 0.13% No change 3,746 $811K
Inceptionr LLC 0.19% Reduce -7.1% 3,720 $806K
Ellis Investment Partners, LLC 0.14% Add +0.1% 3,716 $805K
Ascent Wealth Partners, LLC 0.09% Reduce -84.2% 3,705 $802K
Tower Research Capital LLC (TRC) 0.02% Reduce -62.8% 3,687 $799K
GAMMA Investing LLC 0.04% Reduce -7.2% 3,673 $795K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -14.8% 3,651 $791K
WBH Advisory Inc. 0.06% Add +15.3% 3,651 $790K
Savvy Advisors, Inc. 0.02% Add +159.2% 3,634 $787K
Virtue Capital Management, LLC 0.12% Add +10.7% 3,639 $786K
Guggenheim Capital LLC 0.01% Reduce -19.4% 3,591 $778K
Heartland Bank & Trust Co 0.17% Add +21.6% 3,534 $765K
Wedmont Private Capital 0.02% Add +6.8% 3,445 $761K
Ballentine Partners, LLC 0.01% Add +118.8% 3,507 $760K
Fifth Third Wealth Advisors LLC 0.03% Add +27.9% 3,494 $757K
OneDigital Investment Advisors LLC 0.01% Reduce -49.3% 3,483 $754K
Evercore Wealth Management, LLC 0.01% Reduce -6.0% 3,464 $750K
BTG Pactual Asset Management US LLC 0.07% Add +29.4% 3,460 $749K
Hartford Funds Management Co LLC 0.06% Add +18.5% 3,433 $744K
Englebert Financial Advisers, LLC 0.83% Add +0.6% 3,385 $733K
C WorldWide Group Holding A/S 0.02% Reduce -63.4% 3,381 $732K
Ashton Thomas Private Wealth, LLC 0.02% Add +1.8% 3,379 $732K
Aprio Wealth Management, LLC 0.04% Add +7.5% 3,348 $725K
IMC-Chicago, LLC 0.01% New 3,308 $716K
D.A. Davidson & Co. 0.00% Reduce -4.8% 3,266 $707K
Allen Investment Management, LLC 0.01% Add +0.6% 3,262 $706K
Accurate Wealth Management, LLC 0.08% Add +18.7% 3,265 $698K
Tred Avon Family Wealth, LLC 0.23% Reduce -0.7% 3,216 $697K
IFP Advisors, Inc 0.01% Add +0.6% 3,140 $680K
Sunbelt Securities, Inc. 0.04% Reduce -3.2% 3,119 $676K
Marino, Stram & Associates LLC 0.12% Reduce -14.5% 3,082 $667K
Syon Capital LLC 0.03% Add +19.0% 3,074 $666K
Occidental Asset Management, LLC 0.08% Add +2.7% 3,040 $658K
Asempa Wealth Advisors 0.57% No change 3,026 $655K
Midwest Trust Co 0.01% Reduce -1.5% 3,017 $653K
Cozad Asset Management Inc. 0.05% Add +63.5% 3,003 $650K
Woodward Diversified Capital, LLC 0.29% Add +1.4% 2,860 $634K
Samara Investment Management, LLC 0.66% — 2,926 $634K
Permanens Capital L.P. 0.08% New 2,905 $629K
Chico Wealth RIA 0.38% Reduce -0.3% 2,898 $628K
Empower Advisory Group, LLC 0.00% Reduce -0.1% 2,878 $623K
BankPlus Wealth Management LLC 0.32% Reduce -6.2% 2,857 $619K
Webster Bank, N. A. 0.06% No change 2,850 $617K
Moors & Cabot, Inc. 0.03% Add +178.3% 2,827 $612K
Sendero Wealth Management, LLC 0.07% New 2,816 $610K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.4% 2,789 $604K
TRB Wealth Management, LLC 0.09% — 2,788 $604K
Gabelli Funds LLC 0.00% Reduce -13.5% 2,783 $603K
Trust Asset Management LLC 0.04% No change 2,767 $599K
Park National Corp. 0.02% Reduce -0.0% 2,762 $598K
Dynasty Wealth Management, LLC 0.01% Add +14.9% 2,758 $597K
Mgo One Seven LLC 0.01% Reduce -41.6% 2,747 $595K
MASTERINVEST Kapitalanlage GmbH 0.06% Add +169.3% 2,728 $591K
Valeo Financial Advisors, LLC 0.01% Add +94.7% 2,706 $586K
Jacobi Capital Management LLC 0.03% Add +55.3% 2,704 $586K
Commerzbank Aktiengesellschaft 0.01% Add +60.6% 2,700 $585K
RFG Advisory, LLC 0.01% Reduce -44.2% 2,699 $585K
Scotia Capital Inc. 0.00% Reduce -2.3% 2,695 $584K
Bradley Foster & Sargent Inc. 0.01% Reduce -79.0% 2,690 $583K
Intesa Sanpaolo Wealth Management 0.14% Reduce -71.0% 2,665 $577K
Campbell & CO Investment Adviser LLC 0.03% New 2,665 $577K
Fisher Asset Management 0.00% Add +70.1% 2,659 $576K
EP Wealth Advisors, LLC 0.00% Reduce -17.6% 2,652 $574K
V-Square Quantitative Management LLC 0.06% Add +21.0% 2,639 $572K
Hamilton Capital Partners Inc. 0.02% No change 2,639 $572K
Patron Partners, LLC 0.25% Add +33.1% 2,629 $569K
Banque Cantonale Vaudoise 0.02% New 2,627 $569K
PAX Financial Group, LLC 0.10% Reduce -9.2% 2,617 $567K
Integrated Wealth Concepts LLC 0.00% New 2,601 $563K
Evergreen Capital Management LLC 0.01% New 2,601 $563K
Greenleaf Trust 0.01% Reduce -7.7% 2,597 $562K
Carr Financial Group Corp 0.15% Add +23.4% 2,596 $562K
Stock Yards Bank & Trust Co. 0.02% No change 2,588 $561K
VestGen Advisors, LLC 0.02% Add +48.4% 2,834 $559K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -79.8% 2,563 $555K
PCM Encore, LLC 0.11% Add +5.6% 2,537 $549K
YHB Investment Advisors, Inc. 0.04% New 2,521 $546K
Personal Cfo Solutions, LLC 0.08% Add +12.1% 2,510 $544K
Sumitomo Life Insurance Co. 0.01% Add +3.3% 2,510 $544K
Shay Capital LLC 0.08% New 2,500 $541K
Compass Ion Advisors, LLC 0.05% Add +154.3% 2,497 $541K
Okabena Investment Services Inc. 0.10% Reduce -0.1% 2,494 $540K
Penobscot Investment Management Company, Inc. 0.04% Reduce -39.9% 2,485 $538K
Roundview Capital LLC 0.03% Add +3.7% 2,476 $536K
Sagespring Wealth Partners, LLC 0.01% Add +21.3% 2,457 $532K
EverSource Wealth Advisors, LLC 0.02% Reduce -12.2% 2,455 $532K
Haverford Trust Co 0.00% Reduce -14.6% 2,451 $531K
Florida Trust Wealth Management Co 0.01% No change 2,450 $531K
Huntington National Bank 0.00% Add +2.7% 2,446 $530K
Citizens Financial Group Inc. 0.01% Reduce -34.9% 2,394 $518K
Cigna Investments Inc. 0.08% Reduce -3.9% 2,394 $518K
Kenora Financial, LLC 0.18% Add +33.2% 2,370 $513K
Wilmington Savings Fund Society, FSB 0.01% Add +191.3% 2,368 $513K
Heritage Wealth Advisors 0.02% Reduce -64.9% 2,346 $508K
Perbak Capital Partners LLP 0.12% New 2,344 $508K
Tyche Wealth Partners LLC 0.08% Add +31.9% 2,338 $506K
Choate Investment Advisors 0.01% Reduce -0.3% 2,330 $505K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -8.2% 2,315 $501K
Elevation Point Wealth Partners, LLC 0.01% New 2,315 $501K
Phocas Financial Corp. 0.08% No change 2,300 $498K
Montag A & Associates Inc. 0.02% No change 2,300 $498K
Ameritas Investment Partners, Inc. 0.02% No change 2,298 $498K
Checchi Capital Advisers, LLC 0.03% Add +10.7% 2,295 $497K
GTS Securities LLC 0.02% Reduce -41.3% 2,293 $497K
Johnson Investment Counsel Inc. 0.00% Add +13.0% 2,286 $495K
Foundation Wealth Management, LLC\PA 0.17% Add +0.3% 2,277 $493K
First National Bank of Omaha 0.02% No change 2,277 $492K
Advyzon Investment Management, LLC 0.04% Add +54.2% 2,251 $487K
Live Oak Private Wealth LLC 0.07% Reduce -3.4% 2,245 $486K
AlTi Global, Inc. 0.01% Add +1.5% 2,241 $485K
Aventura Private Wealth, LLC 0.18% Reduce -5.1% 2,233 $484K
Smithfield Trust Co 0.02% Add +4.8% 2,224 $480K
Profund Advisors LLC 0.02% Reduce -17.1% 2,216 $480K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -0.9% 2,202 $477K
GC Wealth Management RIA, LLC 0.02% Reduce -3.1% 2,196 $476K
Jump Financial, LLC 0.01% Add +48.8% 2,193 $475K
Smartleaf Asset Management LLC 0.02% Add +1.6% 2,195 $474K
Congress Asset Management Co. 0.00% Reduce -66.0% 2,174 $471K
Blue Trust, Inc. 0.01% Reduce -21.1% 2,164 $468K
Allen Capital Group, LLC 0.04% Add +14.0% 2,161 $468K
Mutual Advisors, LLC 0.01% Reduce -3.0% 2,159 $468K
StoneX Group Inc. 0.03% Reduce -36.1% 2,150 $466K
Eastern Bank 0.01% Reduce -90.3% 2,150 $466K
Ingalls & Snyder LLC 0.02% Add +1.7% 2,145 $465K
Garde Capital, Inc. 0.03% No change 2,139 $463K
Sun Financial Inc 0.23% Add +1.5% 2,340 $463K
Colonial Trust Advisors 0.04% No change 2,110 $457K
Pathway Financial Advisors LLC 0.06% No change 2,100 $457K
Bokf, NA 0.01% Add +36.2% 2,101 $455K
Mission Wealth Management, LP 0.01% Reduce -15.3% 2,090 $453K
Lantz Financial LLC 0.09% Add +0.1% 2,080 $450K
Paragon Private Wealth Management, LLC 0.14% Reduce -9.2% 2,078 $450K
Fosun International Ltd 0.12% No change 2,075 $449K
RiverGlades Family Offices LLC 0.26% — 2,057 $445K
Brevan Howard Capital Management LP 0.00% New 2,053 $445K
Central Pacific Bank - Trust Division 0.06% Add +322.7% 2,050 $444K
Allred Capital Management, LLC 0.16% Add +0.5% 2,046 $443K
Vestor Capital, LLC 0.03% Reduce -44.4% 2,045 $443K
Balentine LLC 0.02% New 2,044 $443K
Rwa Wealth Partners, LLC 0.00% Reduce -28.7% 2,023 $438K
SCS Capital Management LLC 0.00% Reduce -13.5% 2,022 $438K
GeoWealth Management, LLC 0.02% Add +15.2% 2,009 $435K
Dynamic Technology Lab Private Ltd 0.07% New 2,004 $434K
Bayban 0.38% No change 2,000 $433K
Bank of New Hampshire 0.10% No change 2,000 $433K
Montchanin Asset Management, LLC 0.46% — 2,000 $433K
Clifford Group, LLC 0.33% Reduce -7.3% 1,999 $433K
Master's Wealth Management Inc. 0.15% Reduce -36.0% 1,996 $432K
Banco Santander, S.A. 0.00% No change 1,983 $429K
Crawford Investment Counsel Inc. 0.01% No change 1,980 $429K
Headlands Technologies LLC 0.05% New 1,979 $429K
Erste Asset Management GmbH 0.00% No change 1,974 $426K
Horizon Kinetics Asset Management LLC 0.00% No change 1,953 $423K
CSU Producer Resources, Inc. 1.20% No change 1,927 $417K
Shepherd Street Advisors LLC 0.41% Reduce -11.0% 1,927 $417K
Northside Capital Management, LLC 0.04% No change 1,891 $410K
PGIM Custom Harvest LLC 0.01% Add +73.0% 1,889 $409K
Snowden Capital Advisors LLC 0.01% Reduce -28.7% 1,881 $407K
Rockland Trust Co. 0.02% Add +10.4% 1,876 $406K
Avantra Family Wealth, Inc. 0.30% New 1,854 $402K
Oppenheimer Asset Management Inc. 0.00% Reduce -91.8% 1,838 $398K
Archford Capital Strategies, LLC 0.05% Add +1.2% 1,828 $396K
OneAscent Investment Solutions LLC 0.39% Reduce -3.8% 1,818 $394K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,806 $391K
Generali Asset Management SPA SGR 0.01% Reduce -20.8% 1,803 $390K
Frontier Capital Management Co. LLC 0.00% New 1,789 $387K
NewEdge Wealth, LLC 0.00% Reduce -55.2% 1,784 $386K
Fidelis Capital Partners, LLC 0.03% Reduce -2.7% 1,781 $386K
McGlone Suttner Wealth Management, Inc. 0.05% Add +0.8% 1,771 $384K
Rothschild Investment LLC 0.02% Add +2.9% 1,768 $383K
Mitchell Sinkler & Starr 0.18% No change 1,760 $381K
Shelton Capital Management 0.01% No change 1,756 $380K
Circle Wealth Management, LLC 0.01% New 1,751 $379K
Boston Common Asset Management, LLC 0.02% No change 1,748 $379K
Summit Financial, LLC 0.00% Add +14.4% 1,744 $378K
Gryphon Financial Partners LLC 0.04% New 1,742 $377K
HM Payson & Co. 0.01% Add +39.0% 1,741 $377K
Mission Creek Capital Partners, Inc. 0.08% Reduce -5.2% 1,740 $377K
Supplemental Annuity Collective Trust of NJ 0.11% New 1,739 $377K
Havemeyer Place LP 0.04% New 1,735 $376K
Aaron Wealth Advisors LLC 0.02% Add +3.3% 1,716 $372K
CX Institutional 0.01% Reduce -14.2% 1,715 $371K
Sapient Capital LLC 0.01% New 1,709 $370K
Obermeyer Wealth Partners 0.02% Reduce -1.8% 1,708 $370K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 1,708 $370K
Dynamic Advisor Solutions LLC 0.01% Reduce -2.2% 1,706 $370K
Private Advisory Group LLC 0.03% Reduce -33.6% 1,704 $369K
Ritholtz Wealth Management 0.01% Reduce -83.1% 1,697 $368K
AMG National Trust Bank 0.01% Add +20.6% 1,688 $366K
Delta Global Management LP 0.03% Reduce -74.6% 1,680 $364K
Advisors Asset Management, Inc. 0.01% Add +87.5% 1,674 $363K
Miller Investment Management, LP 0.04% No change 1,672 $362K
Leeward Financial Partners, LLC 0.11% Reduce -26.7% 1,666 $361K
Plato Investment Management Ltd 0.02% No change 1,652 $358K
Quotient Wealth Partners, LLC 0.01% Reduce -14.2% 1,649 $357K
Patrick M Sweeney & Associates, Inc. 0.23% Add +2.2% 1,645 $356K
SteelPeak Wealth, LLC 0.01% Add +0.7% 1,626 $352K
Frec Markets, Inc. 0.06% Add +34.3% 1,624 $352K
Cary Street Partners Investment Advisory LLC 0.09% Reduce -13.8% 1,615 $350K
Capital Asset Advisory Services LLC 0.01% Add +0.3% 1,556 $347K
Carlson Capital, L.P. 0.14% New 1,600 $347K
LS Investment Advisors, LLC 0.05% No change 1,600 $347K
Intact Investment Management Inc. 0.01% New 1,600 $347K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.1% 1,671 $346K
Private Trust Co. NA 0.03% Reduce -2.5% 1,588 $344K
Compound Planning, Inc. 0.01% Add +21.6% 1,588 $344K
Oakworth Capital, Inc. 0.02% No change 1,586 $343K
HBK Sorce Advisory LLC 0.01% Add +12.8% 1,724 $343K
Perigon Wealth Management, LLC 0.01% Add +15.7% 1,579 $342K
OneAscent Financial Services LLC 0.02% Add +94.9% 1,577 $342K
RiverFront Investment Group, LLC 0.01% Add +96.6% 1,565 $339K
Raleigh Capital Management Inc. 0.12% Reduce -0.2% 1,562 $338K
Polymer Capital Management (US) LLC 0.05% Reduce -70.7% 1,553 $336K
Balboa Wealth Partners 0.06% Reduce -23.7% 1,551 $336K
Ellevest, Inc. 0.05% Reduce -26.7% 1,551 $336K
Biltmore Family Office, LLC 0.05% Add +1.8% 1,547 $335K
Gateway Wealth Partners, LLC 0.01% New 1,531 $331K
CreativeOne Wealth, LLC 0.01% Add +8.6% 1,528 $331K
Caldwell Trust Co 0.03% Reduce -38.1% 1,522 $330K
Krilogy Financial LLC 0.01% New 1,459 $327K
Western Wealth Management, LLC 0.01% No change 1,507 $326K
Longview Financial Advisors, Inc. 0.20% No change 1,502 $325K
West Paces Advisors Inc. 0.06% No change 1,500 $325K
Aviance Capital Partners, LLC 0.04% No change 1,500 $325K
Journey Strategic Wealth LLC 0.01% Add +18.6% 1,497 $324K
Modera Wealth Management, LLC 0.00% Reduce -3.4% 1,496 $324K
Aigen Investment Management, LP 0.08% Reduce -49.4% 1,484 $321K
First Citizens Bank & Trust Co. 0.01% Reduce -9.3% 1,470 $318K
Eaton Financial Holdings Company, LLC 0.10% New 1,459 $316K
Mather Group, Llc. 0.00% Reduce -39.5% 1,458 $316K
Nicolet Bankshares Inc. 0.01% New 1,456 $315K
Penserra Capital Management LLC 0.00% Add +3.2% 1,448 $313K
BCS Private Wealth Management, Inc. 0.09% New 1,442 $312K
Trust Co of the South 0.05% New 1,439 $312K
Roble, Belko & Company, Inc 0.04% Add +16.3% 1,431 $310K
Tudor Financial Inc. 0.16% No change 1,425 $309K
Fulton Bank, N.A. 0.01% Add +8.9% 1,415 $306K
Indivisible Partners 0.03% Add +7.8% 1,415 $306K
Cookson Peirce & Co. Inc. 0.01% No change 1,410 $305K
Insight 2811, Inc. 0.13% No change 1,400 $303K
Shufro Rose & Co. LLC 0.02% No change 1,400 $303K
Transamerica Financial Advisors, LLC 0.03% Add +47.6% 1,393 $302K
Evansbrook LLC 0.20% No change 1,392 $301K
Storgate, LLC 0.24% Reduce -7.5% 1,391 $301K
Provident Investment Management, Inc. 0.03% No change 1,391 $301K
111 Capital 0.07% New 1,390 $301K
Lake Street Private Wealth, LLC 0.04% No change 1,387 $300K
Advisor OS, LLC 0.02% Reduce -63.6% 1,381 $299K
L2 Asset Management, LLC 0.03% Add +7.5% 1,379 $299K
Ifrah Financial Services, Inc. 0.08% Reduce -5.1% 1,375 $298K
Arax Advisory Partners 0.01% Reduce -26.0% 1,372 $297K
NorthRock Partners, LLC 0.00% Reduce -27.0% 1,366 $296K
AdvisorNet Financial, Inc 0.02% Add +0.2% 1,357 $294K
Strategic Blueprint, LLC 0.02% Reduce -1.0% 1,354 $293K
KCM Investment Advisors LLC 0.01% Add +16.8% 1,337 $290K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -17.2% 1,340 $289K
Drive Wealth Management, LLC 0.06% Reduce -16.7% 1,335 $289K
Tucker Asset Management LLC 0.09% Add +3.7% 1,321 $286K
Hilltop Holdings Inc. 0.03% Reduce -87.2% 1,318 $285K
Oak Ridge Investments LLC 0.02% Reduce -36.9% 1,309 $284K
KERR FINANCIAL PLANNING Corp 0.20% Add +38.6% 1,324 $283K
Turtle Creek Wealth Advisors, LLC 0.02% New 1,297 $281K
Ridgeline Wealth, LLC 0.20% No change 1,295 $280K
FourThought Financial Partners, LLC 0.02% New 1,294 $280K
George Kaiser Family Foundation 0.03% No change 1,291 $280K
Prescott Group Capital Management, L.L.C. 0.03% Reduce -88.4% 1,291 $280K
Dana Investment Advisors, Inc. 0.01% Reduce -4.9% 1,274 $276K
Berkshire Asset Management LLC 0.01% Reduce -0.6% 1,270 $275K
Trust Co 0.03% Add +21.2% 1,264 $274K
Howe & Rusling Inc. 0.02% Add +36.2% 1,254 $272K
Reynders McVeigh Capital Management, LLC 0.01% No change 1,251 $271K
Kathmere Capital Management, LLC 0.02% Reduce -2.1% 1,242 $269K
Great Valley Advisor Group, Inc. 0.00% Reduce -9.6% 1,239 $269K
Foundations Investment Advisors, LLC 0.00% Add +2.1% 1,239 $268K
TrinityBridge Ltd 0.01% Reduce -84.7% 1,236 $268K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,225 $265K
Center for Financial Planning, Inc. 0.03% No change 1,223 $265K
Fulton Breakefield Broenniman LLC 0.02% Add +3.8% 1,220 $264K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -9.7% 1,213 $263K
Asset Planning,Inc 0.19% Add +0.3% 1,210 $262K
AA Financial Advisors, LLC 0.04% Reduce -28.3% 1,208 $262K
Hoxton Planning & Management, LLC 0.08% Reduce -0.5% 1,206 $261K
Simmons Bank 0.02% Reduce -43.6% 1,205 $261K
Wedbush Securities Inc. 0.01% Reduce -70.1% 1,194 $259K
HMS Capital Management, LLC 0.10% Reduce -71.2% 1,196 $259K
Spinnaker Trust 0.01% No change 1,195 $259K
Ninety One North America, Inc. 0.01% Reduce -36.9% 1,193 $258K
Principle Wealth Partners LLC 0.01% Reduce -0.5% 1,189 $258K
Harbor Investment Advisory, LLC 0.02% Reduce -45.0% 1,187 $257K
Wilkins Investment Counsel Inc. 0.04% No change 1,185 $257K
SmartHarvest Portfolios, LLC 0.11% Reduce -0.3% 1,181 $256K
Sageworth Trust Co 0.01% New 1,174 $254K
Hunter Perkins Capital Management, LLC 0.06% New 1,174 $254K
San Luis Wealth Advisors LLC 0.04% Reduce -0.1% 1,171 $254K
Carnegie Investment Counsel 0.00% No change 1,171 $254K
Angeles Wealth Management, LLC 0.01% Reduce -6.3% 1,170 $253K
Wrenne Financial Planning LLC 0.10% No change 1,155 $250K
Quadcap Wealth Management, LLC 0.03% Reduce -11.4% 1,154 $250K
Los Angeles Capital Management LLC 0.00% No change 1,152 $250K
Boston Family Office LLC 0.02% No change 1,150 $249K
Glenview Trust Co 0.00% Reduce -2.9% 1,148 $249K
J. Safra Sarasin Holding AG 0.00% Add +5.9% 1,146 $248K
Resolute Capital, LLC 0.10% Add +0.3% 1,145 $248K
Souders Financial Advisors 0.03% Add +4.5% 1,141 $247K
Spire Wealth Management 0.01% Add +3.7% 1,136 $246K
Sowell Financial Services LLC 0.01% Reduce -18.0% 1,133 $245K
Cahaba Wealth Management, Inc. 0.02% Add +5.5% 1,132 $245K
Northwest & Ethical Investments L.P. 0.01% Reduce -28.9% 1,113 $244K
Arlington Partners LLC 0.49% New 1,124 $243K
Koshinski Asset Management, Inc. 0.02% Reduce -7.6% 1,124 $243K
Syntegra Private Wealth Group, LLC 0.02% Reduce -1.3% 1,117 $242K
SeaCrest Wealth Management, LLC 0.03% Reduce -1.5% 1,113 $241K
Successful Portfolios LLC 0.13% No change 1,113 $241K
Excalibur Management Corp. 0.09% No change 1,109 $240K
Kingsview Wealth Management, LLC 0.00% Reduce -21.9% 1,107 $240K
Corundum Group, Inc. 0.08% Add +13.0% 1,105 $239K
Diversify Wealth Management, LLC 0.00% New 1,126 $239K
ICW Investment Advisors LLC 0.09% Add +39.2% 1,100 $238K
MidFirst Bank 0.02% Reduce -9.2% 1,098 $238K
Hutchens & Kramer Investment Management Group, LLC 0.07% Add +3.1% 1,096 $237K
Catalyst Financial Partners LLC 0.03% Add +33.2% 1,096 $237K
Westpac Banking Corp. 0.02% No change 1,079 $234K
GAMCO Investors 0.00% Reduce -15.1% 1,077 $233K
Beacon Investment Advisors LLC 0.09% Add +1.0% 1,064 $231K
Sawgrass Asset Management LLC 0.03% Reduce -26.0% 1,064 $230K
Somerset Trust Co 0.07% Reduce -47.6% 1,062 $230K
Howard Capital Management, LLC 0.00% Reduce -42.2% 1,055 $228K
Red Spruce Capital, LLC 0.09% No change 1,050 $227K
Texas Bank & Trust Co 0.09% Add +10.5% 1,050 $227K
Cherry Creek Investment Advisors, Inc. 0.10% No change 1,050 $227K
American National Bank & Trust 0.02% Reduce -3.2% 1,046 $227K
Verdence Capital Advisors LLC 0.01% Add +9.9% 1,040 $225K
First Business Financial Services, Inc. 0.02% No change 1,037 $225K
Tranquility Partners, LLC 0.08% No change 1,026 $222K
Alpha Family Trust 0.11% New 1,025 $222K
KLCM Advisors, Inc. 0.02% No change 1,022 $221K
City Holding Co. 0.03% No change 1,022 $221K
Capital Advisors Inc. 0.00% Add +1.5% 1,018 $220K
Mowery & Schoenfeld Wealth Management, LLC 0.34% Reduce -6.7% 1,014 $220K
Anchor Capital Advisors LLC 0.01% Reduce -99.3% 1,011 $219K
Park Place Capital Corp 0.04% Reduce -15.6% 1,010 $219K
Brighton Jones LLC 0.00% New 1,007 $218K
Consolidated Capital Management, LLC 0.07% No change 1,005 $218K
Clarendon Private LLC 0.17% Reduce -39.0% 1,004 $217K
RFP Financial Group LLC 0.12% No change 1,000 $217K
Trinity Financial Advisors LLC 0.06% No change 1,000 $217K
RBF Capital, LLC 0.01% No change 1,000 $217K
Csenge Advisory Group 0.01% Reduce -32.1% 999 $216K
71 West Capital Partners 0.01% New 998 $216K
Catalyst Investment Management LLC 0.24% Reduce -30.4% 975 $216K
E Fund Management Co., Ltd. 0.01% — 992 $215K
Grove Bank & Trust 0.02% No change 991 $215K
Foster Victor Wealth Advisors, LLC 0.01% Add +7.9% 971 $213K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 984 $213K
Ignite Planners, LLC 0.03% Add +6.5% 978 $213K
LongView Wealth Management 0.05% Add +0.4% 967 $213K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -19.1% 980 $212K
Old National Bancorp 0.00% New 980 $212K
Stronghold Wealth Management L.L.C. 0.32% Add +26.5% 978 $212K
Alta Advisers Ltd 0.08% No change 978 $212K
Carret Asset Management, LLC 0.02% No change 975 $211K
Investor's Fiduciary Advisor Network, LLC 0.06% New 976 $211K
Pinnacle Wealth Management Advisory Group, LLC 0.01% Reduce -0.5% 959 $208K
Natural Investments, LLC 0.05% Reduce -3.0% 956 $207K
Capital Investment Advisors, LLC 0.00% New 951 $206K
S-Bank Fund Management Ltd 0.03% Reduce -3.5% 951 $206K
Patton Fund Management, Inc. 0.03% No change 950 $206K
Crestwood Advisors Group, LLC 0.00% New 945 $205K
Nicholas Hoffman & Company, LLC. 0.00% New 943 $204K
Fragasso Financial Advisors Inc 0.01% New 924 $203K
Legacy Capital Wealth Partners, LLC 0.04% Reduce -49.3% 934 $202K
Investmark Advisory Group LLC 0.09% Add +0.1% 931 $202K
NTV Asset Management LLC 0.02% Reduce -7.7% 925 $200K
Voleon Capital Management LP 0.00% New 925 $200K
Sterling Capital Management LLC 0.00% Reduce -86.5% 841 $182K
1620 Investment Advisors, Inc. 0.12% No change 808 $175K
Gen-Wealth Partners Inc 0.05% Reduce -32.7% 785 $170K
Parkside Financial Bank & Trust 0.01% Reduce -3.7% 773 $167K
Strategic Investment Advisors / MI 0.01% New 752 $166K
TIAA Wealth Investment Management LLC 0.00% — 717 $155K
CYBER HORNET ETFs LLC 0.10% Add +11.5% 707 $153K
Mountain Hill Investment Partners Corp. 0.09% No change 700 $152K
Lanark Financial, Inc. 0.01% Reduce -9.9% 657 $142K
WPG Advisers, LLC 0.10% Reduce -7.4% 653 $141K
Pflug Koory, LLC 0.06% No change 648 $140K
Acadian Asset Management LLC 0.00% No change 637 $137K
Key Financial Inc 0.02% Reduce -0.6% 631 $137K
Cromwell Holdings LLC 0.08% Add +26.6% 624 $135K
Family Capital Trust Co 0.05% Add +8.1% 577 $125K
International Assets Investment Management, LLC 0.01% Reduce -11.3% 570 $123K
Parallax Volatility Advisers, L.P. 0.01% New 531 $119K
Measured Wealth Private Client Group, LLC 0.03% Reduce -11.9% 549 $119K
Pinnacle Bancorp, Inc. 0.03% No change 543 $118K
Kozak & Associates, Inc. 0.02% Reduce -21.8% 527 $117K
REAP Financial Group, LLC 0.02% Add +23.7% 532 $115K
LRI Investments, LLC 0.01% Reduce -12.7% 523 $113K
Federated Hermes, Inc. 0.00% Reduce -15.7% 512 $111K
Dara Capital Us, Inc. 0.10% No change 500 $108K
CoreCap Advisors, LLC 0.00% Reduce -2.0% 481 $104K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +64.4% 485 $104K
Mark Sheptoff Financial Planning, LLC 0.05% No change 500 $103K
Proathlete Wealth Management LLC 0.03% No change 467 $101K
Keating Financial Advisory Services, Inc. 0.02% Reduce -17.0% 465 $101K
First Horizon Corp. 0.00% Add +5.6% 452 $98K
Clean Yield Group 0.03% No change 451 $98K
Gables Capital Management Inc. 0.04% Reduce -22.4% 450 $97K
Beacon Investment Advisory Services, Inc. 0.00% New 431 $93K
West Branch Capital LLC 0.02% No change 429 $93K
Bangor Savings Bank 0.01% No change 414 $90K
Zions Bancorporation, National Association 0.01% Reduce -80.5% 413 $89K
Larson Financial Group LLC 0.00% Add +73.8% 405 $88K
Versant Capital Management, Inc 0.01% Add +43.1% 395 $86K
Whipplewood Advisors, LLC 0.04% Add +1761.9% 391 $85K
Nemes Rush Group LLC 0.01% Reduce -0.5% 388 $84K
Financial Network Wealth Advisors LLC 0.08% Reduce -9.1% 370 $80K
Cornerstone Planning Group LLC 0.01% Reduce -12.4% 373 $77K
Opal Wealth Advisors, LLC 0.02% New 349 $76K
Strategic Wealth Partners, Ltd. 0.01% Add +0.9% 348 $75K
Community Financial Services Group, LLC 0.01% New 343 $74K
JPL Wealth Management, LLC 0.02% New 342 $74K
Trask Adam Roland 0.07% — 332 $72K
Rosenberg Matthew Hamilton 0.01% No change 324 $70K
Manchester Capital Management LLC 0.01% Reduce -4.2% 320 $69K
Medallion Wealth Advisors, LLC 0.02% Add +15.0% 307 $66K
Quent Capital, LLC 0.00% Reduce -7.1% 303 $66K
Tripletail Wealth Management, LLC 0.09% No change 300 $65K
Elevation Wealth Partners, LLC 0.02% Add +40.0% 301 $65K
Reyes Financial Architecture, Inc. 0.05% Reduce -50.9% 300 $65K
Silver Grove Financial Group, Inc. 0.05% New 300 $65K
Anfield Capital Management, LLC 0.02% New 300 $65K
Salomon & Ludwin, LLC 0.01% Reduce -6.0% 295 $64K
LFA - Lugano Financial Advisors SA 0.03% No change 291 $63K
Resources Management Corp. /CT/ 0.01% Reduce -12.2% 288 $62K
MCF Advisors LLC 0.00% Reduce -4.7% 282 $61K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 265 $57K
Bruce G. Allen Investments, LLC 0.04% Reduce -7.2% 259 $56K
Atwood & Palmer Inc. 0.00% Reduce -49.5% 255 $55K
Vanguard National Trust Co 0.00% — 245 $53K
Thompson Investment Management, Inc. 0.01% New 243 $53K
EFG International AG 0.00% Add +282.5% 241 $52K
Broadwater Capital Management LLC 0.04% No change 200 $52K
Valley National Advisers Inc. 0.01% Reduce -9.5% 237 $51K
Owl Creek Wealth Partners LLC 0.02% — 235 $51K
Signature Equity Partners, LLC 0.03% Reduce -62.2% 222 $48K
Covestor Ltd 0.03% Reduce -6.8% 221 $48K
Chilton Capital Management LLC 0.00% No change 217 $47K
Exchange Traded Concepts, LLC 0.00% Add +21.5% 215 $47K
Ascentis Independent Advisors 0.00% New 212 $46K
Lavaca Capital LLC 0.01% No change 205 $44K
Walleye Capital LLC 0.00% Add +3980.0% 204 $44K
Deseret Mutual Benefit Administrators 0.01% Reduce -29.8% 203 $44K
SOA Wealth Advisors, LLC. 0.01% Add +100.0% 200 $43K
Rossby Financial, LCC 0.01% Add +198.5% 200 $43K
Wall Street Financial Group, Inc. 0.03% New 198 $43K
Entrust Financial LLC 0.03% No change 197 $43K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -27.3% 192 $42K
Avalon Trust Co 0.00% New 185 $40K
Valley Wealth Managers, Inc. 0.00% No change 174 $38K
Boreal Capital Management LLC 0.04% No change 170 $37K
Paladin Advisory Group, LLC 0.03% Reduce -16.5% 167 $36K
Root Financial Partners, LLC 0.00% Reduce -40.7% 163 $35K
DT Investment Partners, LLC 0.00% No change 152 $33K
Compound Global Advisors, LLC 1.01% New 150 $32K
City State Bank 0.01% No change 150 $32K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -29.7% 147 $32K
Farmers & Merchants Investments Inc. 0.00% No change 146 $32K
Mascoma Wealth Management LLC 0.01% Add +3.6% 145 $31K
Twin Peaks Wealth Advisors, LLC 0.01% New 144 $31K
Disciplina Capital Management LLC 0.00% No change 143 $31K
CVA Family Office, LLC 0.00% Reduce -24.0% 139 $30K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -18.3% 138 $30K
MV Capital Management, Inc. 0.00% Add +3.8% 137 $30K
Westside Investment Management, Inc. 0.00% No change 136 $30K
Basecamp Wealth Advisors LLC 0.01% No change 135 $29K
Horizon Financial Services, LLC 0.01% Add +538.1% 134 $29K
Prestige Wealth Management Group LLC 0.01% Reduce -0.7% 134 $29K
Cassaday & Co Wealth Management LLC 0.00% New 133 $29K
Hollencrest Capital Management 0.00% No change 133 $29K
J.Safra Asset Management Corp 0.00% Reduce -96.0% 131 $28K
Solstein Capital, LLC 0.01% No change 130 $28K
Glen Eagle Advisors, LLC 0.00% No change 130 $28K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -3.0% 131 $28K
Cornerstone National Bank & Trust Co 0.01% No change 129 $28K
Delta Asset Management LLC 0.00% No change 128 $28K
Axiom Investment Management LLC 0.02% — 127 $28K
Richardson Financial Services Inc. 0.02% Add +154.0% 127 $28K
Financial Life Planners 0.02% New 126 $27K
Parvin Asset Management, LLC 0.02% No change 125 $27K
Lodestone Wealth Management LLC 0.01% No change 123 $27K
Princeton Global Asset Management LLC 0.00% No change 112 $24K
Motco 0.00% No change 112 $24K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.9% 107 $23K
Retirement Wealth Solutions LLC 0.01% No change 103 $22K
Duncker Streett & Co. Inc. 0.00% Reduce -99.2% 103 $22K
Kemnay Advisory Services Inc. 0.00% Add +1.0% 103 $22K
Pin Oak Investment Advisors Inc. 0.02% No change 103 $22K
Bogart Wealth, LLC 0.00% Add +13.3% 94 $20K
Strategic Investment Solutions, Inc. 0.00% No change 93 $20K
SJS Investment Consulting Inc. 0.00% Reduce -24.0% 92 $20K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 92 $20K
Wealth Science Advisors LLC 0.01% New 75 $19K
Swiss Re Ltd. 0.12% No change 89 $19K
Dunhill Financial, LLC 0.00% Reduce -12.9% 88 $19K
Truvestments Capital LLC 0.00% No change 88 $19K
Nvwm, LLC 0.00% Reduce -1.1% 87 $19K
Evergreen Advisors, LLC 0.00% New 86 $19K
Physician Wealth Advisors, Inc. 0.00% Add +69.4% 83 $18K
2UniFi Bank 0.01% No change 81 $18K
High Note Wealth, LLC 0.00% Add +5.3% 80 $17K
Private Wealth Asset Management, LLC 0.00% Reduce -2.4% 80 $17K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +3750.0% 77 $17K
Vision Retirement, LLC 0.00% Add +5.6% 76 $16K
Global Wealth Strategies & Associates 0.00% Add +7.1% 75 $16K
Piscataqua Savings Bank 0.01% No change 75 $16K
JFS Wealth Advisors, LLC 0.00% Reduce -25.0% 72 $16K
Johnson Financial Group, Inc. 0.00% Reduce -91.9% 71 $15K
Wilkerson Advisory Group LLC 0.01% Add +118.8% 70 $15K
Rialto Wealth Management, LLC 0.00% Add +16.9% 69 $15K
Positano Wealth Management Ltd 0.01% New 64 $14K
Raffa Wealth Management, LLC 0.00% Add +57.5% 63 $14K
First Command Advisory Services, Inc. 0.00% Add +916.7% 61 $13K
Hazlett, Burt & Watson, Inc. 0.00% No change 60 $13K
SBI Securities Co., Ltd. 0.00% Reduce -32.1% 55 $12K
Scarborough Advisors, LLC 0.00% New 54 $12K
West Financial Advisors, LLC 0.00% Add +6.0% 53 $11K
Pittenger & Anderson Inc. 0.00% Reduce -99.6% 50 $11K
Joseph Group Capital Management 0.00% Add +140.0% 48 $10K
Intentional Wealth Strategies, LLC 0.01% — 47 $10K
Capital Analysts, LLC 0.00% Add +4.3% 49 $10K
Abound Wealth Management 0.00% Add +48.4% 46 $10K
Kilter Group LLC 0.00% Add +28.6% 45 $10K
MTM Investment Management, LLC 0.00% No change 45 $10K
Meeder Asset Management Inc. 0.00% Reduce -23.7% 45 $10K
Evolution Wealth Management Inc. 0.01% Add +87.0% 43 $9K
Sachetta, LLC 0.00% Add +110.0% 42 $9K
Beaird Harris Wealth Management, LLC 0.00% Reduce -43.2% 42 $9K
Summit Securities Group LLC 0.00% Reduce -95.7% 42 $9K
Titan Wealth (CI) Ltd 0.00% No change 41 $9K
Hilltop National Bank 0.00% Reduce -77.7% 41 $9K
Bell Investment Advisors, Inc 0.00% Add +8.1% 40 $9K
SHP Wealth Management 0.00% Add +160.0% 39 $8K
Fortitude Family Office, LLC 0.00% Add +11.8% 38 $8K
Rakuten Securities, Inc. 0.00% Reduce -21.3% 37 $8K
Avion Wealth 0.00% Add +48.1% 40 $8K
Creative Financial Designs Inc. 0.00% Add +2.9% 35 $8K
Cetera Trust Company, N.A 0.00% No change 34 $7K
Financial Management Professionals, Inc. 0.00% Reduce -24.4% 34 $7K
Advocate Investing Services LLC 0.01% No change 33 $7K
Crewe Advisors LLC 0.00% No change 33 $7K
Greykasell Wealth Strategies, Inc. 0.00% No change 32 $7K
Brown, Lisle/Cummings, Inc. 0.00% Add +60.0% 32 $7K
Armstrong Advisory Group, Inc. 0.00% No change 32 $7K
Towne Trust Company, N.A 0.00% No change 31 $7K
Aventus Investment Advisors, Inc. 0.01% No change 30 $6K
Highline Wealth Partners LLC 0.00% Add +200.0% 30 $6K
Aspect Partners, LLC 0.00% Reduce -6.5% 29 $6K
Westfuller Advisors, LLC 0.00% Reduce -37.8% 28 $6K
Imprint Wealth LLC 0.03% Reduce -45.1% 28 $6K
Leonteq Securities AG 0.00% Reduce -94.9% 28 $6K
Cornerstone Financial Management LLC 0.01% Reduce -13.3% 26 $6K
Essential Partners LLC 0.00% Add +1100.0% 24 $5K
Addison Advisors LLC 0.00% Reduce -20.0% 24 $5K
1015 Capital Partners, LLC 0.00% Reduce -79.5% 23 $5K
True Wealth Design, LLC 0.00% Add +214.3% 22 $5K
Activest Wealth Management 0.00% New 22 $5K
Alerus Financial NA 0.00% No change 22 $5K
Legacy Wealth Managment, LLC 0.00% Add +23.5% 21 $5K
Principia Wealth Advisory, LLC 0.00% Add +125.0% 18 $4K
Richardson Capital Management LLC 0.00% New 18 $4K
Bare Financial Services, Inc 0.00% Add +200.0% 18 $4K
SouthState Bank Corp 0.00% Reduce -82.3% 17 $4K
Valued Wealth Advisors LLC 0.00% No change 16 $3K
Private Wealth Management Group, LLC 0.00% Reduce -33.3% 16 $3K
Nova Wealth Management, Inc. 0.00% No change 16 $3K
Torren Management, LLC 0.00% Reduce -36.0% 16 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +23.1% 16 $3K
Basepoint Wealth LLC 0.00% New 15 $3K
Salem Investment Counselors Inc. 0.00% New 15 $3K
Team Financial Group, LLC 0.00% No change 15 $3K
Albion Financial Group 0.00% Add +7.7% 14 $3K
Hilton Head Capital Partners, LLC 0.00% No change 14 $3K
Portus Wealth Advisors, LLC 0.00% New 13 $3K
Dogwood Wealth Management LLC 0.00% Reduce -31.6% 13 $3K
Tidemark, LLC 0.00% No change 13 $3K
Cranbrook Wealth Management, LLC 0.00% No change 13 $3K
MPWM Advisory Solutions, LLC 0.00% No change 12 $3K
C M Bidwell & Associates Ltd. 0.00% No change 12 $3K
Longfellow Investment Management Co. LLC 0.00% No change 11 $2K
Ameriflex Group, Inc. 0.00% No change 10 $2K
Key Capital Management, INC 0.00% Add +233.3% 10 $2K
First Pacific Financial 0.00% New 10 $2K
Evelyn Partners Investment Management LLP 0.00% No change 10 $2K
PayPay Securities Corp 0.07% New 9 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -25.0% 9 $2K
Bard Associates Inc. 0.00% New 9 $2K
Vermillion Wealth Management, Inc. 0.00% New 9 $2K
NBT Bank, N.A. 0.00% New 9 $2K
Benson Wealth Management INC 0.00% No change 8 $2K
POM Investment Strategies, LLC 0.00% New 8 $2K
American Capital Advisory, LLC 0.00% Add +14.3% 8 $2K
Quaker Wealth Management, LLC 0.00% Add +33.3% 8 $2K
Investors Research Corp 0.00% New 8 $2K
Asset Dedication, LLC 0.00% Reduce -87.9% 8 $2K
WestEnd Advisors, LLC 0.00% No change 8 $2K
Westend Capital Management, LLC 0.00% No change 7 $2K
Provenance Wealth Advisors, LLC 0.00% No change 7 $2K
Financial Consulate, Inc. 0.00% New 6 $1K
Lloyd Advisory Services, LLC. 0.00% New 5 $1K
Kingdom Financial Group LLC. 0.00% New 5 $1K
Synergy Investment Management, LLC 0.00% New 5 $1K
Hughes Financial Services, LLC 0.00% Reduce -79.2% 5 $1K
TFC Financial Management, Inc. 0.00% Reduce -28.6% 5 $1K
Sound Income Strategies, LLC 0.00% Reduce -66.7% 5 $1K
PFS Partners, LLC 0.00% No change 4 $867
Sunrise Financial Services, LLC 0.00% Reduce -95.8% 4 $866
Davis Capital Management 0.00% Add +50.0% 3 $650
Triumph Capital Management 0.00% No change 3 $650
NFSG Corp 0.00% No change 3 $650
GHP Investment Advisors, Inc. 0.00% New 3 $650
Seneschal Advisors, LLC 0.00% No change 2 $434
Redwood Park Advisors LLC 0.00% Reduce -33.3% 2 $434
Breakwater Investment Management 0.00% Reduce -75.0% 2 $434
DecisionPoint Financial, LLC 0.00% No change 2 $434
Purpose Unlimited Inc. 0.00% New 2 $434
TopTier Wealth Management, LLC 0.00% New 2 $433
HFM Investment Advisors, LLC 0.00% Reduce -60.0% 2 $433
MBM Wealth Consultants, LLC 0.00% New 2 $433
Elevated Capital Advisors, LLC 0.00% No change 2 $433
United Community Bank 0.00% Reduce -97.6% 2 $433
IMA Advisory Services, Inc. 0.00% No change 2 $433
3 Factor Indexing, LLC 0.00% — 1 $217
Curio Wealth, LLC 0.00% New 1 $217
Maseco LLP 0.00% No change 1 $217
Napier Financial, LLC 0.00% New 1 $217
Y.D. More Investments Ltd 0.00% Reduce -11.3% 164 $112
Coston, McIsaac & Partners 0.00% No change 4 $0

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