Air Products & ChemicalsAPD

13F holders, Q3 2025 (September 30)
1,706holders −44
93new positions
115sold out
11famous investors
$272.61avg. 13F price*

At the end of Q3 2025, 1,706 institutions reported holding Air Products & Chemicals Inc. (APD) in their 13F filings, down 44 from Q2 2025. 93 opened new positions and 115 sold out. The largest holders were Vanguard Group Inc. ($6.0B), BlackRock, Inc. ($4.8B) and State Farm Mutual Automobile Insurance Co. ($3.2B). 11 famous investors held it, including Andreas Halvorsen (2.6% of Viking Global Investors's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Tom Gayner (0.1% of Markel Group's portfolio).

Company
Air Products & Chemicals Inc.
Sector
Basic Materials
CUSIP
009158106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions93$243.3M
Exits115$281.7M

All 13F filers, Q2 2025 → Q3 2025: 8,501,794 shares bought and 7,667,077 shares sold, net +834,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,706 holders

Vanguard Group Inc. 0.09% Add +1.2% 22,000,734 $6.0B
BlackRock, Inc. 0.08% Reduce -0.1% 17,509,574 $4.8B
State Farm Mutual Automobile Insurance Co. 2.69% Reduce -1.3% 11,840,799 $3.2B
Capital Research Global Investors 0.60% Add +2.4% 11,766,942 $3.2B
State Street Corp. 0.09% Add +1.1% 9,559,492 $2.6B
Dodge & Cox 1.33% Add +2.1% 9,004,892 $2.5B
Capital International Investors 0.39% Add +7.4% 8,870,013 $2.4B
JPMorgan Chase & Co. 0.11% Add +1.6% 6,537,831 $1.8B
Geode Capital Management, LLC 0.09% Reduce -0.3% 5,117,398 $1.4B
Bank of America Corp. 0.10% Reduce -9.1% 4,912,392 $1.3B
Franklin Resources Inc. 0.32% Add +21.6% 4,616,305 $1.3B
Mantle Ridge LP 49.51% No change 4,107,517 $1.1B
Morgan Stanley 0.06% Add +5.1% 3,907,433 $1.1B
Viking Global Investors 2.60% Add +70.2% 3,667,119 $1.0B
Northern Trust Corp. 0.11% Reduce -3.2% 3,269,045 $891.5M
Raymond James Financial Inc. 0.27% Reduce -1.5% 3,075,144 $838.7M
Aristotle Capital Management, LLC 1.57% Reduce -1.9% 2,976,651 $811.8M
Royal Bank of Canada 0.12% Add +6.8% 2,569,349 $700.7M
UBS Group AG 0.13% Reduce -13.3% 2,447,597 $667.5M
Barrow Hanley Mewhinney & Strauss LLC 2.00% Add +0.9% 2,299,299 $627.1M
Goldman Sachs Group Inc. 0.09% Reduce -3.3% 2,183,694 $595.5M
Bank of New York Mellon Corp 0.09% Add +0.1% 1,933,820 $527.4M
Invesco Ltd. 0.08% Add +31.3% 1,880,652 $512.9M
Wells Fargo & Company 0.10% Reduce -1.3% 1,808,243 $493.1M
Principal Financial Group Inc. 0.24% Reduce -10.4% 1,763,578 $481.0M
Stifel Financial Corp. 0.41% Add +0.8% 1,644,837 $448.6M
Clearbridge Investments, LLC 0.33% Add +4.8% 1,583,281 $431.8M
Dimensional Fund Advisors LP 0.09% Add +3.0% 1,538,589 $419.6M
London Co. of Virginia 2.26% Reduce -1.5% 1,501,615 $409.5M
FMR LLC 0.02% Reduce -4.5% 1,427,636 $389.3M
Charles Schwab Investment Management Inc. 0.06% Add +0.6% 1,327,035 $361.9M
Massachusetts Financial Services Co. 0.10% Reduce -6.5% 1,156,558 $315.4M
Legal & General Group Plc 0.07% Add +3.4% 1,130,644 $308.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +644.6% 1,031,306 $281.3M
Citadel Advisors 0.21% Reduce -1.8% 962,549 $262.5M
Nuveen, LLC 0.07% Add +16.4% 930,448 $253.8M
Sessa Capital IM, L.P. 6.11% Add +35.3% 891,802 $243.2M
Barclays PLC 0.08% Add +16.4% 789,659 $215.4M
Envestnet Asset Management Inc. 0.06% Reduce -9.0% 739,632 $201.7M
Bahl & Gaynor LLC 0.99% Reduce -21.7% 729,494 $198.9M
Swiss National Bank 0.10% Reduce -4.7% 641,500 $174.9M
ProShare Advisors LLC 0.34% Reduce -5.5% 604,375 $164.8M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +0.5% 580,397 $158.3M
Neuberger Berman Group LLC 0.10% Reduce -25.1% 524,778 $143.1M
Amundi 0.05% Add +4.8% 521,449 $141.3M
BNP Paribas Financial Markets 0.11% Add +61.4% 517,655 $141.2M
National Pension Service 0.10% Add +0.3% 495,868 $135.2M
Cincinnati Insurance Co. 1.98% No change 469,232 $128.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +4.3% 462,959 $126.3M
Ameriprise Financial Inc. 0.03% Reduce -7.6% 463,190 $126.1M
HSBC Holdings PLC 0.07% Reduce -0.2% 440,277 $120.0M
Deutsche Bank AG 0.04% Add +2.6% 436,854 $119.1M
Haverford Trust Co 1.00% Reduce -2.1% 406,590 $110.9M
LPL Financial LLC 0.03% Add +1.2% 398,563 $108.7M
PNC Financial Services Group, Inc. 0.07% Reduce -5.9% 397,263 $108.3M
Rhumbline Advisers 0.09% Reduce -2.7% 393,473 $107.3M
Empower Advisory Group, LLC 0.30% Reduce -15.6% 393,188 $107.2M
Bristol John W & Co. Inc. 1.53% Reduce -2.3% 354,396 $96.7M
M&T Bank Corp 0.31% Reduce -3.8% 338,086 $92.2M
T. Rowe Price Associates Inc. 0.01% Reduce -0.0% 328,358 $89.6M
Douglas Lane & Associates, LLC 1.16% Add +17.6% 305,347 $83.3M
Janney Montgomery Scott LLC 0.20% Reduce -2.2% 301,582 $82.2M
Ilex Capital Partners (UK) LLP 2.61% New 300,212 $81.9M
California Public Employees Retirement System 0.05% Add +6.7% 298,245 $81.3M
Bank of Montreal 0.03% Add +2.1% 292,131 $79.7M
Corient Private Wealth LP 0.12% Reduce -7.1% 289,618 $79.0M
HighTower Advisors, LLC 0.09% Add +0.6% 287,145 $78.3M
Sei Investments Co. 0.08% Add +0.3% 282,674 $77.1M
Victory Capital Management Inc. 0.05% Reduce -4.8% 281,948 $76.9M
California State Teachers Retirement System 0.08% Add +0.6% 268,423 $73.2M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -1.3% 250,495 $67.9M
Nomura Asset Management Co. Ltd. 0.18% Reduce -4.5% 247,537 $67.5M
Adage Capital Partners Gp, L.L.C. 0.10% Reduce -4.6% 237,340 $64.7M
Boston Trust Walden Corp 0.47% Reduce -7.7% 234,116 $63.8M
Alliancebernstein L.P. 0.02% Reduce -0.8% 232,689 $63.5M
Mariner, LLC 0.08% Reduce -2.4% 231,786 $63.2M
Woodline Partners LP 0.28% Add +57.6% 218,024 $59.5M
New York State Common Retirement Fund 0.08% Reduce -5.9% 215,180 $58.7M
Fayez Sarofim & Co 0.13% Reduce -3.4% 205,588 $56.1M
STRS Ohio 0.20% Add +36.3% 203,368 $55.5M
Confluence Investment Management LLC 0.79% Reduce -1.6% 202,554 $55.2M
State Board of Administration of Florida Retirement System 0.09% Reduce -4.9% 198,992 $54.3M
Citigroup Inc. 0.04% Reduce -16.6% 197,796 $53.9M
Ensign Peak Advisors, Inc 0.09% Reduce -42.6% 197,135 $53.8M
Natixis Advisors, LLC 0.08% Add +8.0% 190,722 $52.0M
Great Lakes Advisors, LLC 0.42% Reduce -34.3% 186,250 $50.8M
Tocqueville Asset Management L.P. 0.74% Reduce -2.6% 185,075 $50.5M
Vest Financial, LLC 0.66% Reduce -8.6% 184,483 $50.3M
RNC Capital Management LLC 2.28% Reduce -0.1% 181,814 $49.6M
Captrust Financial Advisors 0.10% Add +0.8% 180,025 $49.1M
Aviva PLC 0.09% Add +5.2% 174,940 $47.7M
Storebrand Asset Management As 0.13% Add +0.8% 173,639 $47.4M
Cetera Investment Advisers 0.05% Add +48.7% 171,564 $46.8M
New York State Teachers Retirement System 0.09% Reduce -0.4% 169,221 $46.1M
Canada Pension Plan Investment Board 0.03% No change 168,842 $46.0M
First Trust Advisors LP 0.03% Reduce -80.7% 159,114 $43.4M
Osterweis Capital Management Inc. 2.40% Add +0.1% 149,057 $40.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.23% Reduce -2.0% 148,084 $40.4M
Cincinnati Financial Corp. 0.79% No change 145,900 $39.8M
Comerica Bank 0.15% Reduce -4.1% 142,390 $38.8M
Electron Capital Partners, LLC 1.72% Reduce -70.3% 139,324 $38.0M
Fort Washington Investment Advisors Inc. 0.20% Add +2.4% 138,601 $37.8M
Russell Investments Group, Ltd. 0.04% Add +3.5% 137,875 $37.4M
Vaughan David Investments LLC 0.80% Reduce -3.0% 135,425 $36.9M
Baird Financial Group, Inc. 0.06% Add +11.9% 134,370 $36.6M
CANADA LIFE ASSURANCE Co 0.05% Add +2.1% 133,592 $36.1M
Korea Investment CORP 0.07% Reduce -2.6% 131,482 $35.9M
Assetmark, Inc. 0.08% Add +13.4% 129,605 $35.3M
Fifth Third Bancorp 0.11% Reduce -3.6% 128,174 $35.0M
Capital International, Inc. 0.28% Add +22.4% 127,894 $34.9M
Keybank National Association 0.12% Reduce -2.3% 127,477 $34.8M
Prudential Financial Inc. 0.04% Reduce -2.9% 125,003 $34.1M
Senator Investment Group LP 1.26% Reduce -2.5% 125,000 $34.1M
Manufacturers Life Insurance Company, The 0.03% Add +6.8% 124,308 $33.9M
Cardinal Capital Management, Inc. 0.95% Add +1.6% 120,233 $32.8M
US Bancorp \de 0.04% Reduce -1.7% 118,294 $32.3M
State of Wisconsin Investment Board 0.07% Reduce -1.4% 117,081 $31.9M
Perpetual Ltd 0.40% Reduce -2.1% 117,032 $31.9M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -3.3% 116,979 $31.9M
Becker Capital Management Inc. 0.93% Add +0.5% 116,928 $31.9M
Danske Bank A/S 0.08% Add +2.6% 116,000 $31.6M
Peapack Gladstone Financial Corp. 0.41% Reduce -10.3% 115,079 $31.4M
Saturna Capital Corp. 0.40% Add +2.3% 113,535 $31.0M
Blair William & Co. 0.08% Add +2.6% 113,181 $30.9M
Grandfield & Dodd, LLC 1.75% Add +0.9% 113,118 $30.8M
Commonwealth Equity Services, LLC 0.04% Reduce -25.1% 112,450 $30.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -0.1% 111,245 $30.3M
Guggenheim Capital LLC 0.22% Reduce -15.2% 108,915 $29.7M
APG Asset Management N.V. 0.08% No change 123,800 $28.7M
Truist Financial Corp. 0.04% Reduce -10.4% 100,099 $27.3M
Treasurer of the State of North Carolina 0.08% Reduce -3.8% 99,880 $27.2M
King Luther Capital Management Corp. 0.11% Reduce -4.2% 99,872 $27.2M
Kayne Anderson Capital Advisors LP 0.60% Reduce -30.6% 99,667 $27.2M
Cerity Partners LLC 0.04% Reduce -4.8% 99,576 $27.2M
Vontobel Holding Ltd. 0.09% Reduce -10.1% 99,473 $27.1M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -4.4% 97,422 $26.6M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +979.3% 95,811 $26.1M
Associated Banc-Corp 0.69% Reduce -1.7% 95,719 $26.1M
Jane Street Group, LLC 0.03% New 94,869 $25.9M
S&co Inc. 1.58% Reduce -0.1% 94,797 $25.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +1.8% 93,998 $25.6M
Asset Management One Co., Ltd. 0.07% Add +1.2% 92,512 $25.2M
Aberdeen Group plc 0.04% Reduce -18.5% 92,085 $25.0M
Raiffeisen Bank International AG 0.33% Add +4.7% 91,516 $24.8M
CIBC Bancorp USA Inc. 0.15% — 90,486 $24.7M
Americana Partners, LLC 0.74% Reduce -0.0% 90,482 $24.7M
Public Employees Retirement System of Ohio 0.08% Reduce -2.1% 88,742 $24.2M
Pictet Asset Management Holding SA 0.02% Reduce -1.6% 88,738 $24.2M
Cannell & Spears LLC 0.45% Reduce -15.9% 87,364 $23.8M
KLP Kapitalforvaltning As 0.09% Add +8.5% 87,153 $23.8M
Benjamin Edwards Inc. 0.27% Reduce -1.9% 86,619 $23.6M
&partners 0.15% Add +8.1% 85,276 $23.2M
Pacific Heights Asset Management LLC 1.03% Add +26.9% 85,000 $23.2M
Handelsbanken Fonder AB 0.07% Add +1.2% 84,456 $23.0M
TD Asset Management Inc 0.02% Reduce -1.6% 83,825 $22.9M
Creative Planning 0.02% Reduce -1.7% 83,297 $22.7M
Toronto Dominion Bank 0.04% Reduce -18.8% 81,870 $22.3M
Boston Family Office LLC 1.42% Reduce -2.4% 81,551 $22.2M
Steward Partners Investment Advisory, LLC 0.13% Reduce -16.3% 80,607 $22.0M
Smith Chas P & Associates Pa Cpas 1.85% Reduce -40.8% 78,502 $21.4M
State of New Jersey Common Pension Fund D 0.08% Add +4.5% 77,890 $21.2M
Resona Asset Management Co.,Ltd. 0.10% Reduce -4.3% 76,744 $20.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +0.5% 75,710 $20.6M
Zimmer Partners, LP 0.50% Add +13.6% 75,000 $20.5M
Maple Capital Management, Inc. 1.33% Add +2.2% 74,420 $20.3M
Osaic Holdings, Inc. 0.03% Add +29.1% 70,228 $20.0M
Swedbank AB 0.02% Reduce -0.1% 71,869 $19.6M
Farmers & Merchants Investments Inc. 0.55% Reduce -3.5% 71,617 $19.5M
Sumitomo Mitsui Financial Group, Inc. 0.34% Add +8.2% 71,164 $19.4M
Marshall Wace, LLP 0.02% Reduce -69.4% 70,775 $19.3M
Twinbeech Capital LP 0.75% New 69,852 $19.1M
Staley Capital Advisers Inc. 0.77% Add +61.8% 69,164 $18.9M
Point72 Asset Management 0.04% New 68,571 $18.7M
MML Investors Services, LLC 0.05% Reduce -6.5% 66,499 $18.1M
Eastern Bank 0.32% Reduce -0.7% 66,255 $18.1M
Armstrong Henry H Associates Inc. 1.63% Add +1.4% 66,129 $18.0M
Heritage Investors Management Corp. 0.54% Add +1.0% 65,941 $18.0M
Washington Trust Advisors, Inc. 1.36% Reduce -2.3% 65,745 $17.9M
Arizona State Retirement System 0.09% Reduce -0.0% 65,025 $17.7M
Markel Group 0.14% No change 65,000 $17.7M
McDaniel Terry & Co. 1.42% Add +0.6% 64,656 $17.6M
Vantage Wealth 3.79% Reduce -1.1% 63,979 $17.4M
Oppenheimer Asset Management Inc. 0.19% Add +3.5% 63,722 $17.4M
Brandywine Global Investment Management, LLC 0.12% Reduce -15.3% 63,589 $17.3M
Nisa Investment Advisors, LLC 0.07% Add +3.5% 62,916 $17.2M
Coho Partners, Ltd. 2.20% Reduce -43.4% 62,775 $17.1M
State of Michigan Retirement System 0.08% Reduce -0.5% 62,121 $16.9M
Nan Fung Trinity (hk) Ltd. 1.67% No change 61,300 $16.7M
Iron Gate Global Advisors LLC 1.73% Reduce -0.7% 61,129 $16.6M
ZWJ Investment Counsel Inc. 0.59% Add +2.9% 60,831 $16.6M
Roffman Miller Associates Inc. 0.91% Reduce -1.4% 59,618 $16.3M
Calamos Advisors LLC 0.10% No change 59,455 $16.2M
Erste Asset Management GmbH 0.16% Reduce -2.3% 59,898 $16.2M
Tudor Investment Corporation 0.11% New 58,995 $16.1M
Focus Partners Wealth 0.03% Reduce -2.1% 59,375 $16.1M
Rockefeller Capital Management L.P. 0.03% Add +7.8% 58,617 $16.0M
Dillon & Associates Inc. 2.01% Reduce -0.4% 57,151 $15.6M
DAVENPORT & Co LLC 0.08% Reduce -3.9% 56,782 $15.5M
American Century Companies Inc. 0.01% Reduce -1.5% 56,772 $15.5M
Czech National Bank 0.11% Add +3.9% 56,525 $15.4M
Glenmede Investment Management, LP 0.07% Reduce -41.0% 56,335 $15.4M
NorthCoast Asset Management LLC 0.06% Reduce -5.7% 56,310 $15.4M
Running Oak Capital LLC 1.70% Reduce -0.7% 55,486 $15.1M
MetLife Investment Management, LLC 0.07% New 55,213 $15.1M
Colonial Trust Advisors 1.16% Reduce -2.3% 55,130 $15.0M
Macquarie Group Ltd. 0.02% Reduce -12.9% 53,904 $14.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -2.1% 53,443 $14.6M
Rockland Trust Co. 0.59% Add +5.5% 52,590 $14.3M
Royal London Asset Management Ltd. 0.03% Reduce -2.7% 52,841 $14.3M
Guardian Capital LP 0.46% Add +8.4% 52,348 $14.3M
Skba Capital Management LLC 1.96% Add +9.4% 52,062 $14.2M
Mather Group, Llc. 0.14% Add +2.1% 51,565 $14.1M
Nichols & Pratt Advisers LLP 0.88% Add +2.3% 50,806 $13.9M
Natixis 0.08% Reduce -24.6% 50,680 $13.8M
NewEdge Advisors, LLC 0.06% Add +1.9% 50,381 $13.7M
Anchor Capital Advisors LLC 0.39% Reduce -1.5% 49,979 $13.6M
Yousif Capital Management, LLC 0.15% Reduce -3.7% 49,892 $13.6M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Add +7.3% 49,620 $13.5M
Midwest Trust Co 0.17% Add +0.2% 49,246 $13.4M
DekaBank Deutsche Girozentrale 0.02% No change 49,496 $13.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% New 48,309 $13.2M
ING Groep NV 0.07% Add +4800.4% 48,171 $13.1M
Kanawha Capital Management LLC 0.90% Add +1.2% 47,892 $13.1M
Janney Capital Management LLC 0.81% Reduce -0.3% 47,648 $13.0M
Janus Henderson Group PLC 0.01% Reduce -1.6% 47,618 $13.0M
Retirement Systems of Alabama 0.04% Reduce -0.6% 47,476 $12.9M
JGP Wealth Management, LLC 1.42% Add +1.8% 47,469 $12.8M
DNB Asset Management AS 0.05% Add +3.7% 46,987 $12.8M
Forsta Ap-Fonden 0.08% Add +5.7% 46,700 $12.7M
Osborne Partners Capital Management, LLC 0.64% Add +1.6% 45,860 $12.5M
Capital World Investors 0.00% No change 45,664 $12.5M
Capital Analysts, LLC 0.36% Add +8.8% 45,654 $12.5M
Wellington Management Group LLP 0.00% Add +6.3% 45,075 $12.3M
Quantinno Capital Management LP 0.03% Add +42.8% 44,531 $12.1M
United Capital Financial Advisors, LLC 0.09% Add +108.0% 44,241 $12.1M
Trust Co. of Vermont 0.52% Reduce -1.0% 44,194 $12.1M
Advisors Asset Management, Inc. 0.20% Reduce -2.1% 43,941 $12.0M
Van Eck Associates Corp. 0.01% Add +7.2% 43,502 $11.9M
KCM Investment Advisors LLC 0.38% Reduce -1.1% 43,261 $11.8M
Rathbones Group PLC 0.05% Reduce -2.3% 43,000 $11.7M
Candriam S.C.A. 0.06% Reduce -11.3% 42,684 $11.6M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -5.6% 42,586 $11.6M
Amalgamated Bank 0.08% Reduce -1.8% 42,547 $11.6M
World Investment Advisors 0.24% Reduce -0.6% 42,273 $11.5M
FourThought Financial Partners, LLC 1.01% Add +1.0% 42,268 $11.5M
SlateStone Wealth, LLC 0.98% Add +2.4% 41,674 $11.4M
Tiller Private Wealth, Inc. 4.03% Add +9.6% 41,529 $11.3M
EagleClaw Capital Managment, LLC 1.58% Add +1.8% 41,453 $11.3M
United Bank 1.31% Reduce -7.9% 40,374 $11.0M
SG Americas Securities, LLC 0.04% Reduce -35.5% 39,766 $10.8M
Daiwa Securities Group Inc. 0.04% Reduce -0.6% 38,763 $10.6M
Cambridge Investment Research Advisors, Inc. 0.03% Add +1.7% 37,213 $10.1M
National Bank of Canada 0.01% Reduce -55.1% 37,166 $10.1M
HFR Wealth Management, LLC 2.31% Add +1.0% 36,884 $10.1M
Utah Retirement Systems 0.10% Add +0.1% 36,680 $10.0M
Woodstock Corp. 0.86% Reduce -5.2% 36,492 $10.0M
Voya Investment Management LLC 0.01% Reduce -89.0% 36,458 $9.9M
Balyasny Asset Management L.P. 0.02% Add +177.5% 36,310 $9.9M
Abner Herrman & Brock LLC 1.02% Add +0.5% 36,209 $9.9M
CIBC Asset Management Inc 0.03% Add +0.1% 35,950 $9.8M
HB Wealth Management, LLC 0.07% Add +4.3% 35,791 $9.8M
Police & Firemen's Retirement System of New Jersey 0.08% Add +5.7% 35,751 $9.8M
Private Advisor Group, LLC 0.05% Reduce -4.4% 35,749 $9.7M
USS Investment Management Ltd 0.05% No change 35,673 $9.7M
Covington Investment Advisors Inc. 1.27% Reduce -1.2% 35,651 $9.7M
Silicon Valley Capital Partners 0.92% Reduce -11.2% 35,593 $9.7M
Commerce Bank 0.05% Add +9.0% 35,540 $9.7M
Fiduciary Trust Co 0.11% Add +1.7% 35,538 $9.7M
Susquehanna International Group, LLP 0.01% Reduce -16.0% 35,348 $9.6M
St. James Investment Company, LLC 1.51% Reduce -0.9% 35,305 $9.6M
Griffin Asset Management, Inc. 1.07% Reduce -11.1% 34,892 $9.5M
Scotia Capital Inc. 0.04% Add +3.5% 34,359 $9.4M
Teacher Retirement System of Texas 0.04% Reduce -11.9% 34,347 $9.4M
IFM Investors Pty Ltd 0.08% Reduce -5.1% 35,069 $9.4M
Welch & Forbes LLC 0.11% Reduce -0.4% 33,924 $9.3M
Xponance LLC 0.07% Reduce -2.4% 33,674 $9.2M
Orion Porfolio Solutions, LLC 0.07% Reduce -0.1% 33,430 $9.1M
Mattern Capital Management, LLC 1.07% Add +0.7% 33,288 $9.1M
Pathstone Holdings, LLC 0.03% Reduce -5.6% 33,090 $9.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +13.7% 33,026 $9.0M
Atria Investments, Inc 0.10% Reduce -19.1% 32,619 $8.9M
Varma Mutual Pension Insurance Co 0.06% Add +8.7% 32,543 $8.9M
New York Life Investment Management LLC 0.08% Reduce -2.5% 32,459 $8.9M
Marks Group Wealth Management, Inc 0.82% Reduce -2.3% 32,351 $8.8M
Crossmark Global Holdings, Inc. 0.13% Reduce -5.8% 32,234 $8.8M
Bragg Financial Advisors, Inc 0.29% Reduce -1.2% 31,747 $8.7M
Cresset Asset Management, LLC 0.04% Add +1.8% 31,709 $8.6M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.27% Reduce -8.5% 31,535 $8.6M
WealthPlan Investment Management, LLC 0.57% Reduce -2.7% 31,467 $8.6M
Mercer Global Advisors Inc. 0.01% Add +19.3% 31,105 $8.5M
Atlantic Union Bankshares Corp 0.16% Add +31.9% 30,913 $8.4M
American National Bank & Trust 0.83% Reduce -2.5% 30,845 $8.4M
Engineers Gate Manager LP 0.10% New 30,670 $8.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +0.4% 30,400 $8.3M
Brown Advisory Inc. 0.01% Reduce -2.2% 30,060 $8.2M
Socorro Asset Management LP 3.07% Reduce -2.5% 29,903 $8.2M
Compass Wealth Management LLC 1.82% Reduce -0.8% 29,863 $8.1M
Madison Asset Management, LLC 0.09% Reduce -4.0% 29,384 $8.0M
Perennial Advisors, LLC 1.39% Reduce -3.8% 29,322 $8.0M
Nordwand Advisors, LLC 1.27% Add +5.8% 29,289 $8.0M
MAI Capital Management 0.05% Add +0.7% 29,244 $8.0M
Ancora Advisors LLC 0.16% Reduce -3.0% 29,023 $7.9M
O'shaughnessy Asset Management, LLC 0.05% Add +17.0% 28,912 $7.9M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.1% 28,697 $7.8M
GHP Investment Advisors, Inc. 0.33% Reduce -0.0% 28,656 $7.8M
Callan Family Office, LLC 0.25% Reduce -10.5% 28,484 $7.8M
Solidarity Wealth, LLC 1.66% Add +4.9% 28,347 $7.7M
Tran Capital Management, L.P. 0.92% Reduce -2.2% 28,278 $7.7M
Franklin, Parlapiano, Turner & Welch, LLC 1.95% Reduce -1.0% 28,263 $7.7M
Nissay Asset Management Corp. /Japan 0.04% Add +0.8% 28,232 $7.7M
Mgo One Seven LLC 0.18% Add +76.7% 28,080 $7.7M
Bank of Nova Scotia 0.01% Add +17.6% 27,457 $7.5M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -10.4% 27,395 $7.5M
Snowden Capital Advisors LLC 0.20% Add +20.9% 27,273 $7.4M
Westerkirk Capital Inc. 0.85% No change 27,183 $7.4M
State of Tennessee, Department of Treasury 0.02% Reduce -57.0% 26,879 $7.3M
Pine Valley Investments Ltd Liability Co 0.38% Reduce -0.6% 26,835 $7.3M
Wealth Advisory Solutions, LLC 1.76% Add +0.1% 26,682 $7.3M
Carderock Capital Management Inc. 1.76% Add +1.7% 26,507 $7.2M
First American Bank 0.45% Add +0.5% 26,469 $7.2M
NewEdge Wealth, LLC 0.10% Add +16.9% 30,262 $7.2M
Penobscot Investment Management Company, Inc. 0.55% Reduce -2.0% 26,347 $7.2M
Meyer Handelman Co. 0.23% Reduce -17.1% 26,308 $7.2M
Telos Capital Management, Inc. 0.68% Add +0.1% 26,148 $7.1M
AQR Capital Management 0.00% Add +39.9% 26,373 $7.1M
Viking Fund Management LLC 0.86% No change 26,000 $7.1M
Rodgers Brothers Inc. 0.87% Add +3.3% 25,843 $7.0M
Culbertson A N & Co. Inc. 0.99% Reduce -0.8% 25,727 $7.0M
Stratos Wealth Partners, LTD. 0.08% Add +13.5% 25,706 $7.0M
Oregon Public Employees Retirement Fund 0.09% Add +32.8% 25,456 $6.9M
Wedge Capital Management L L P 0.12% Reduce -6.4% 25,101 $6.8M
NEOS Investment Management LLC 0.05% Add +47.2% 25,242 $6.8M
Bradley Foster & Sargent Inc. 0.10% Reduce -1.7% 24,998 $6.8M
Meiji Yasuda Asset Management Co Ltd. 0.32% Reduce -2.4% 24,844 $6.8M
Cincinnati Casualty Co. 3.43% No change 24,750 $6.7M
Verition Fund Management LLC 0.04% Add +25.2% 24,672 $6.7M
Ascent Wealth Partners, LLC 0.78% Reduce -0.5% 24,655 $6.7M
Oppenheimer & Co. Inc. 0.08% Add +1.1% 24,580 $6.7M
Fred Alger Management, LLC 0.03% Reduce -5.4% 24,542 $6.7M
1832 Asset Management L.P. 0.01% Reduce -30.7% 24,364 $6.6M
Swiss Life Asset Management Ltd 0.03% Add +53.9% 24,283 $6.6M
OP Asset Management Ltd 0.09% Add +2.5% 24,220 $6.6M
Dearborn Partners LLC 0.31% Reduce -1.9% 24,219 $6.6M
Mutual of America Capital Management LLC 0.07% Reduce -5.5% 24,119 $6.6M
Nicholas Company, Inc. 0.11% No change 23,897 $6.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.3% 23,769 $6.5M
State of Alaska, Department of Revenue 0.07% Reduce -4.8% 23,770 $6.5M
Chesley Taft & Associates LLC 0.27% Reduce -2.8% 23,525 $6.4M
Stephens Inc. 0.08% Reduce -0.9% 23,137 $6.4M
Schroder Investment Management Group 0.00% Reduce -12.9% 23,287 $6.3M
Millennium Management 0.01% Reduce -33.4% 23,092 $6.3M
NorthCrest Asset Manangement, LLC 0.15% Reduce -4.0% 23,214 $6.3M
Haverford Financial Services, Inc. 1.76% Reduce -0.3% 22,966 $6.3M
Two Point Capital Management, Inc. 2.49% Reduce -1.7% 22,692 $6.2M
Arkadios Wealth Advisors 0.15% Add +12.3% 22,335 $6.1M
Linscomb Wealth, Inc. 0.26% Add +7.0% 21,865 $6.0M
Eliot Finkel Investment Counsel, LLC 3.56% Reduce -4.8% 21,710 $5.9M
United Asset Strategies, Inc. 0.47% Add +0.3% 21,692 $5.9M
Mackenzie Financial Corp. 0.01% Reduce -78.1% 21,344 $5.8M
Kingsview Wealth Management, LLC 0.09% Reduce -0.7% 21,244 $5.8M
Abn Amro Investment Solutions 0.12% No change 21,200 $5.8M
Nordea Investment Management AB 0.01% Add +10.6% 21,261 $5.8M
Colonial Trust Co / SC 0.78% Add +0.6% 21,151 $5.8M
Arcadia Investment Management Corp. 0.88% Reduce -22.3% 20,888 $5.7M
Kesler, Norman & Wride, LLC 1.11% Reduce -1.9% 19,555 $5.7M
Howe & Rusling Inc. 0.39% New 20,776 $5.7M
Regions Financial Corp. 0.04% Reduce -4.1% 20,676 $5.6M
Adams Natural Resources Fund, Inc. 0.85% Reduce -1.4% 20,600 $5.6M
Pacer Advisors, Inc. 0.01% Add +13.6% 20,362 $5.6M
Goelzer Investment Management, Inc. 0.29% Reduce -2.5% 20,131 $5.5M
Fruth Investment Management 1.48% Reduce -3.1% 20,078 $5.5M
Huntington National Bank 0.04% Add +0.0% 19,784 $5.4M
Spring Capital Management, LLC 2.64% Add +2.5% 19,757 $5.4M
HM Payson & Co. 0.08% Reduce -3.2% 19,726 $5.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.05% Reduce -1.5% 20,875 $5.3M
UniSuper Management Pty Ltd 0.03% Add +15.9% 19,478 $5.3M
Public Sector Pension Investment Board 0.02% Add +14.3% 19,293 $5.3M
Founders Capital Management 2.79% Add +0.5% 19,290 $5.3M
KBC Group NV 0.01% Add +1.1% 19,187 $5.2M
Rafferty Asset Management, LLC 0.02% Add +0.6% 18,972 $5.2M
Jennison Associates LLC 0.00% No change 18,831 $5.1M
ProVise Management Group, LLC 0.38% Add +0.3% 18,819 $5.1M
ASR Vermogensbeheer N.V. 0.06% Reduce -0.7% 18,779 $5.1M
Johnson Investment Counsel Inc. 0.04% Add +6.6% 18,726 $5.1M
Vestmark Advisory Solutions, Inc. 0.10% Reduce -9.6% 18,675 $5.1M
TrueMark Investments, LLC 0.88% Add +7.5% 18,611 $5.1M
Geneos Wealth Management Inc. 0.13% Add +0.7% 18,567 $5.1M
Amica Mutual Insurance Co. 0.46% Reduce -18.5% 18,540 $5.1M
Simmons Bank 0.33% Add +0.4% 18,350 $5.0M
Principal Securities, Inc. 0.08% Add +0.3% 18,318 $5.0M
Blue Zone Wealth Advisors, LLC 0.99% Add +3.1% 18,265 $5.0M
Ally Financial Inc. 0.60% Add +62.7% 17,900 $4.9M
Waverly Advisors, LLC 0.05% Reduce -3.0% 17,836 $4.9M
Trajan Wealth LLC 0.21% Add +0.0% 17,760 $4.8M
Atom Investors LP 0.37% Reduce -1.3% 17,759 $4.8M
Park National Corp. 0.15% Reduce -6.6% 17,697 $4.8M
Motco 0.44% Add +0.4% 17,633 $4.8M
CIBC Private Wealth Group LLC 0.01% Add +2.8% 17,480 $4.8M
Mizuho Securities USA LLC 0.10% Add +5.4% 16,209 $4.8M
D.A. Davidson & Co. 0.03% Add +16.1% 17,461 $4.8M
Core Alternative Capital 1.38% Reduce -11.2% 17,481 $4.8M
Altrius Capital Management Inc 1.08% Add +1.0% 17,438 $4.8M
Teachers Retirement System of the State of Kentucky 0.04% No change 17,423 $4.8M
Harbour Trust & Investment Management Co 0.49% Reduce -2.5% 17,379 $4.7M
Harrell Investment Partners, LLC 1.12% Add +1.0% 17,321 $4.7M
Kornitzer Capital Management Inc. 0.10% Reduce -3.5% 17,283 $4.7M
Lido Advisors, LLC 0.02% Add +1.4% 17,279 $4.7M
Ramsay, Stattman, Vela & Price, Inc. 0.83% Reduce -0.9% 17,062 $4.7M
Romano Brothers and Company 0.53% Add +4.6% 17,034 $4.6M
Kestra Advisory Services, LLC 0.02% Add +49.2% 16,934 $4.6M
Williams Jones Wealth Management, LLC. 0.05% Reduce -1.8% 16,929 $4.6M
Wealthfront Advisers LLC 0.01% Reduce -3.7% 16,769 $4.6M
FIL Ltd 0.00% Reduce -54.0% 16,722 $4.6M
GS Investments, Inc. 2.25% Add +0.0% 16,693 $4.6M
Kestra Private Wealth Services, LLC 0.06% Reduce -30.3% 16,626 $4.5M
Synovus Financial Corp. 0.05% Add +9.9% 16,566 $4.5M
SVB Wealth LLC 0.24% Reduce -10.2% 16,470 $4.5M
Wilmington Savings Fund Society, FSB 0.11% Reduce -20.0% 16,320 $4.5M
Regents Gate Capital LLP 1.58% New 16,283 $4.4M
Tidal Investments LLC 0.02% Add +27.6% 16,225 $4.4M
Scissortail Wealth Management, LLC 0.95% Add +2.5% 15,979 $4.4M
Comprehensive Financial Consultants Institutional, Inc. 1.35% Add +3.6% 15,928 $4.3M
Monte Financial Group, LLC 1.59% Reduce -13.6% 15,894 $4.3M
Wendell David Associates Inc. 0.42% No change 15,780 $4.3M
Choreo, LLC 0.06% Reduce -4.4% 15,757 $4.3M
Argent Trust Co 0.15% Reduce -6.8% 15,725 $4.3M
Aptus Capital Advisors, LLC 0.04% Reduce -9.4% 15,656 $4.3M
Sepio Capital, LP 0.25% Add +2.9% 15,490 $4.2M
Great Valley Advisor Group, Inc. 0.08% Reduce -13.3% 15,446 $4.2M
Rakuten Investment Management, Inc. 0.01% — 33,988 $4.2M
Dean Investment Associates, LLC 0.58% Reduce -1.9% 15,240 $4.2M
Bontempo Ohly Capital Mgmt LLC 1.80% Add +0.3% 15,236 $4.2M
Rwa Wealth Partners, LLC 0.05% Reduce -0.1% 15,195 $4.1M
River Wealth Advisors LLC 0.48% Reduce -4.5% 15,083 $4.1M
Richard C. Young & CO., LTD. 0.38% Reduce -59.7% 15,071 $4.1M
Apollon Wealth Management, LLC 0.07% Reduce -24.0% 15,002 $4.1M
Diversify Wealth Management, LLC 0.24% Add +7.7% 17,091 $4.1M
Cincinnati Indemnity Co. 9.91% No change 15,000 $4.1M
BNP Paribas 0.12% Reduce -1.8% 14,773 $4.1M
Sage Capital Advisors,llc 0.97% Add +0.3% 14,930 $4.1M
Beacon Financial Group 0.40% Reduce -8.8% 14,862 $4.1M
Virtu Financial LLC 0.23% New 14,857 $4.1M
Gabelli Funds LLC 0.03% Add +6.1% 14,850 $4.0M
Baxter Bros Inc. 0.46% Reduce -17.8% 14,691 $4.0M
Prospera Financial Services Inc 0.07% Reduce -4.1% 14,682 $4.0M
Azzad Asset Management Inc. 0.39% Add +0.9% 14,661 $4.0M
Long Road Investment Counsel, LLC 1.41% No change 14,615 $4.0M
Generali Asset Management SPA SGR 0.09% Reduce -39.4% 14,574 $4.0M
NovaPoint Capital, LLC 0.97% Add +10.2% 14,562 $4.0M
Lombard Odier Asset Management (Switzerland) SA 0.18% Reduce -3.1% 14,544 $4.0M
Mycio Wealth Partners, LLC 0.91% No change 14,424 $3.9M
Concurrent Investment Advisors, LLC 0.07% Reduce -3.2% 14,369 $3.9M
Intech Investment Management LLC 0.03% Reduce -27.0% 14,358 $3.9M
Ethic Inc. 0.06% Reduce -0.1% 14,330 $3.9M
Morningstar Investment Management LLC 0.14% Add +761.6% 14,242 $3.9M
Tower Bridge Advisors 0.39% Reduce -0.0% 14,237 $3.9M
Allianz Asset Management GmbH 0.00% Add +75.9% 14,190 $3.9M
Highland Capital Management, LLC 0.19% Reduce -1.0% 14,136 $3.9M
Stonebridge Financial Group, LLC 0.34% Add +1.6% 14,130 $3.9M
Resources Management Corp. /CT/ 0.50% Reduce -0.1% 14,127 $3.9M
Clark & Stuart, Inc 2.73% Reduce -0.9% 14,023 $3.8M
Curi Capital, LLC 0.07% Reduce -2.2% 13,995 $3.8M
Kentucky Retirement Systems 0.11% Reduce -1.9% 13,948 $3.8M
Meridian Wealth Advisors, LLC 0.53% Add +5.5% 13,765 $3.8M
Bridge Creek Capital Management LLC 1.04% Reduce -1.3% 13,725 $3.7M
Credit Agricole S A 0.01% — 13,722 $3.7M
First Nebraska Trust Co 0.34% Reduce -1.7% 13,688 $3.7M
Brady Family Wealth, LLC 1.15% Add +2.1% 13,572 $3.7M
Central Pacific Bank - Trust Division 0.47% Reduce -0.2% 13,545 $3.7M
UMB Bank, n.a. 0.05% Reduce -2.1% 13,522 $3.7M
Gotham Asset Management 0.02% Add +288.3% 13,485 $3.7M
DoubleLine ETF Adviser LP 1.09% Add +3.8% 13,304 $3.6M
Flputnam Investment Management Co. 0.05% Reduce -10.4% 13,102 $3.6M
Hartford Investment Management Co. 0.11% Reduce -2.8% 13,054 $3.6M
Cincinnati Specialty Underwriters Insurance CO 0.83% No change 13,000 $3.5M
LaFleur & Godfrey LLC 0.43% Reduce -2.4% 12,983 $3.5M
Somerset Trust Co 1.09% Add +1.0% 12,974 $3.5M
Jones Financial Companies LLLP 0.00% Add +18.2% 13,236 $3.5M
Naples Global Advisors, LLC 0.27% Add +1.4% 12,861 $3.5M
Patrick Mauro Investment Advisor, INC. 1.84% Add +310.5% 12,831 $3.5M
Kingswood Wealth Advisors, LLC 0.21% Reduce -4.5% 12,738 $3.5M
Park Avenue Securities LLC 0.03% Add +1.6% 12,689 $3.5M
Monarch Capital Management Inc. 0.84% Add +0.5% 12,635 $3.4M
Harvey Investment Co. LLC 0.37% No change 12,586 $3.4M
Marble Harbor Investment Counsel, LLC 0.36% Reduce -5.8% 12,450 $3.4M
Clearstead Advisors, LLC 0.05% Add +2.5% 12,432 $3.4M
Azimuth Capital Investment Management LLC 0.12% Add +0.8% 12,412 $3.4M
A. D. Beadell Investment Counsel, Inc. 2.29% Reduce -1.5% 12,322 $3.4M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -0.5% 12,174 $3.3M
Turtle Creek Wealth Advisors, LLC 0.30% Add +27.1% 12,129 $3.3M
Tiaa Trust, National Association 0.01% Reduce -9.2% 12,076 $3.3M
Hantz Financial Services, Inc. 0.05% Reduce -2.0% 12,045 $3.3M
Buckhead Capital Management LLC 1.19% Add +4.7% 12,019 $3.3M
Caliber Wealth Management, LLC / KS 0.36% Reduce -2.2% 11,723 $3.2M
Pinkerton Wealth, LLC 0.34% Add +18.4% 11,718 $3.2M
Louisiana State Employees Retirement System 0.05% No change 11,700 $3.2M
Brown Brothers Harriman & Co. 0.02% Reduce -24.1% 11,695 $3.2M
Fiduciary Group, LLC 0.28% Add +0.6% 11,656 $3.2M
Donaldson Capital Management, LLC 0.10% Reduce -4.8% 11,604 $3.2M
Delta Capital Management LLC 1.65% Reduce -0.2% 11,555 $3.2M
Bayesian Capital Management, LP 0.64% New 11,526 $3.1M
Global Retirement Partners, LLC 0.07% Reduce -1.1% 11,277 $3.1M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -1.2% 11,256 $3.1M
Chapin Davis, Inc. 0.75% Reduce -0.0% 11,154 $3.0M
HORAN Wealth, LLC 0.48% Add +5.8% 11,122 $3.0M
Advisory Services Network, LLC 0.04% Add +2.0% 11,122 $3.0M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.9% 11,033 $3.0M
Leonteq Securities AG 0.16% Add +255.9% 11,030 $3.0M
Quadrant Capital Group LLC 0.10% Add +0.2% 11,012 $3.0M
Northeast Investment Management 0.12% Reduce -0.5% 11,004 $3.0M
IFG Advisory, LLC 0.14% Add +12.5% 10,988 $3.0M
Thrivent Financial for Lutherans 0.01% Reduce -2.9% 11,042 $3.0M
Round Rock Advisors LLC 0.47% Reduce -0.0% 10,972 $3.0M
Maryland State Retirement & Pension System 0.06% Add +1.4% 10,944 $3.0M
Edgestream Partners, L.P. 0.09% Reduce -12.5% 10,915 $3.0M
Alliance Wealth Advisors, LLC 0.69% Reduce -2.0% 10,865 $3.0M
Morton Community Bank 0.68% Add +9.2% 12,114 $2.9M
Hamilton Capital Partners Inc. 0.12% Add +892.7% 10,761 $2.9M
Securian Asset Management, Inc. 0.08% Reduce -7.3% 10,754 $2.9M
CENTRAL TRUST Co 0.06% Reduce -1.2% 10,741 $2.9M
VestGen Advisors, LLC 0.10% Add +0.3% 10,737 $2.9M
Community Bank, N.A. 0.35% Add +4.3% 10,725 $2.9M
Norinchukin Bank, The 0.04% Add +1.5% 10,598 $2.9M
Hilltop Holdings Inc. 0.15% Add +381.2% 10,582 $2.9M
Amova Asset Management Americas, Inc. 0.03% Reduce -1.6% 10,570 $2.9M
Moors & Cabot, Inc. 0.13% Reduce -12.9% 10,532 $2.9M
Phoenix Financial Ltd. 0.03% Reduce -15.8% 10,504 $2.9M
West Oak Capital, LLC 1.42% Reduce -2.9% 10,500 $2.9M
Beese Fulmer Investment Management, Inc. 0.20% Reduce -0.6% 10,446 $2.8M
Bessemer Group Inc. 0.00% Add +32.3% 10,403 $2.8M
Birch Hill Investment Advisors LLC 0.12% Reduce -2.5% 10,353 $2.8M
Greatmark Investment Partners, Inc. 0.34% Add +2.6% 10,316 $2.8M
Pathway Financial Advisers, LLC 0.82% Add +1.4% 10,367 $2.8M
Tokio Marine Asset Management Co. Ltd. 0.10% Reduce -0.7% 10,171 $2.8M
Nomura Holdings Inc. 0.01% New 10,152 $2.8M
SevenBridge Financial Group, LLC 0.45% Reduce -14.9% 10,545 $2.8M
New Mexico Educational Retirement Board 0.09% Reduce -2.9% 10,100 $2.8M
Horizon Investments, LLC 0.04% Add +2.2% 10,121 $2.7M
InvesTrust 0.99% Add +0.2% 9,953 $2.7M
Trilogy Capital Inc. 0.13% Reduce -4.2% 9,936 $2.7M
Strategy Asset Managers LLC 0.49% Add +2.4% 9,914 $2.7M
Appleton Partners Inc. 0.18% Add +1.6% 9,866 $2.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.7% 9,938 $2.7M
Savant Capital, LLC 0.02% Reduce -0.5% 9,752 $2.7M
J.W. Cole Advisors, Inc. 0.05% Reduce -9.3% 9,685 $2.6M
Dark Forest Capital Management LP 0.10% Reduce -55.8% 9,680 $2.6M
Mitchell & Pahl Private Wealth, LLC 1.11% Reduce -0.1% 9,672 $2.6M
Silvercrest Asset Management Group LLC 0.02% Reduce -5.2% 9,581 $2.6M
Jacobi Capital Management LLC 0.16% Add +5.0% 9,571 $2.6M
JB Capital LLC 0.11% Reduce -2.4% 9,546 $2.6M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -3.4% 9,543 $2.6M
Bard Financial Services, Inc. 0.28% Reduce -0.3% 9,450 $2.6M
WealthPLAN Partners, LLC 0.39% Add +1.2% 9,438 $2.6M
E. Ohman J:or Asset Management AB 0.06% No change 9,420 $2.6M
Greenup Street Wealth Management LLC 0.39% Add +108.5% 9,373 $2.6M
Stonebrook Private Inc. 0.55% Add +1.4% 9,329 $2.5M
AG2R La Mondiale Gestion D'actifs 0.13% No change 8,972 $2.5M
Argonautica Private Wealth Management, Inc. 0.74% Reduce -1.2% 9,251 $2.5M
Pinnacle Financial Partners Inc 0.06% Reduce -4.2% 9,167 $2.5M
Huntleigh Advisors, Inc. 0.42% Add +4.8% 9,118 $2.5M
Aviso Financial Inc. 0.10% Add +4.9% 9,113 $2.5M
Summit Trail Advisors, LLC 0.03% Add +220.2% 9,050 $2.5M
Jensen Investment Management Inc. 0.03% Reduce -28.5% 9,032 $2.5M
Wedbush Securities Inc. 0.08% Add +64.3% 9,031 $2.5M
Daiichi Life Insurance Co., Ltd. 0.06% Add +79.8% 9,015 $2.5M
MV Capital Management, Inc. 0.24% Reduce -5.5% 9,012 $2.5M
Baer Investment Advisory LLC 3.07% Reduce -18.4% 9,001 $2.5M
Opus Investment Management Inc. 1.52% No change 9,000 $2.5M
Trust Co. of Toledo NA 0.25% Add +0.3% 8,993 $2.5M
Gallo Partners, LP 1.84% Reduce -37.6% 8,968 $2.4M
Jericho Financial, LLP 1.48% Add +1.0% 8,963 $2.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 8,949 $2.4M
Siemens Fonds Invest GmbH 0.13% Reduce -2.6% 8,908 $2.4M
Brick & Kyle, Associates 0.89% Reduce -0.3% 8,777 $2.4M
Empowered Funds, LLC 0.02% Add +35.8% 8,824 $2.4M
Littlejohn Financial Services, Inc. 1.74% Add +108.7% 8,748 $2.4M
Cwm, LLC 0.01% Add +17.1% 8,733 $2.4M
Bar Harbor Wealth Management 0.14% Reduce -3.4% 8,716 $2.4M
Phoenix Wealth Advisors 0.91% Reduce -2.3% 8,682 $2.4M
Prosperity Consulting Group, LLC 0.12% Reduce -0.7% 8,653 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Add +189.3% 18,869 $2.4M
U S Wealth Group, Llc. 1.54% Add +3.0% 8,649 $2.4M
Belpointe Asset Management LLC 0.09% Reduce -0.6% 8,640 $2.4M
First Citizens Bank & Trust Co. 0.05% Reduce -7.4% 8,609 $2.3M
Capital International Sarl 0.04% Add +3.6% 8,599 $2.3M
Strengthening Families & Communities, LLC 0.52% Add +2537.2% 8,518 $2.3M
Aurdan Capital Management, LLC 0.74% Reduce -26.8% 8,506 $2.3M
Walnut Level Capital LLC 1.64% No change 8,495 $2.3M
Hixon Zuercher, LLC 0.70% Add +1.8% 8,491 $2.3M
Harbour Investment Management LLC 1.01% Reduce -11.1% 8,491 $2.3M
Vident Advisory, LLC 0.02% Add +12.8% 8,476 $2.3M
Delta Financial Advisors LLC 0.65% Add +0.7% 8,473 $2.3M
Peterson Wealth Services 0.57% Reduce -83.9% 1,357 $2.3M
Chicago Capital, LLC 0.06% Add +2.6% 8,460 $2.3M
Northcape Wealth Management, LLC 0.67% Add +1.8% 8,373 $2.3M
Twin City Private Wealth, LLC 1.78% Add +0.9% 8,354 $2.3M
Commerzbank Aktiengesellschaft 0.05% Add +103.1% 8,346 $2.3M
Robeco Institutional Asset Management B.V. 0.00% Add +8.2% 8,287 $2.3M
CI Investments Inc. 0.01% Reduce -2.5% 8,266 $2.3M
Chatham Capital Group, Inc. 0.32% Reduce -2.4% 8,262 $2.3M
Valley National Advisers Inc. 0.35% Add +1.8% 8,204 $2.2M
Strategic Advisors LLC 0.36% Reduce -0.8% 8,143 $2.2M
1ST Source Bank 0.12% Reduce -6.6% 8,132 $2.2M
180 Wealth Advisors, LLC 0.27% Add +3.2% 8,113 $2.2M
NBT Bank, N.A. 0.14% Reduce -0.5% 8,324 $2.2M
Allstate Corp. 0.05% New 8,083 $2.2M
OMERS ADMINISTRATION Corp 0.02% No change 7,958 $2.2M
Beverly Hills Private Wealth, LLC 0.38% Reduce -5.9% 7,888 $2.2M
Alkeme Wealth, LLC 0.93% Reduce -16.4% 7,879 $2.1M
Sagespring Wealth Partners, LLC 0.04% Add +4.4% 7,864 $2.1M
QRG Capital Management, Inc. 0.03% Reduce -10.6% 7,857 $2.1M
Empirical Finance, LLC 0.10% Add +1.0% 7,854 $2.1M
Cullen/Frost Bankers, Inc. 0.02% Reduce -10.7% 7,840 $2.1M
Independence Bank of Kentucky 0.27% Add +0.1% 7,777 $2.1M
Investment Management Corp of Ontario 0.03% Add +28.4% 7,739 $2.1M
RFG Advisory, LLC 0.04% Add +0.4% 7,729 $2.1M
Voya Financial Advisors, Inc. 0.20% Reduce -2.3% 7,770 $2.1M
Columbia Bank 0.58% Add +0.1% 8,123 $2.1M
Corsicana & Co. 1.17% — 7,639 $2.1M
Hall Laurie J Trustee 0.67% Reduce -0.1% 7,575 $2.1M
First Manhattan Co. Llc. 0.01% Reduce -5.1% 7,563 $2.1M
Cordatus Wealth Management LLC 0.49% Reduce -1.3% 7,549 $2.1M
Moloney Securities Asset Management, LLC 0.25% Add +2.2% 7,540 $2.1M
Metis Global Partners, LLC 0.05% Reduce -5.1% 7,538 $2.1M
Stock Yards Bank & Trust Co. 0.06% Reduce -5.8% 7,478 $2.0M
Wesbanco Bank Inc. 0.06% Reduce -5.7% 7,465 $2.0M
Intact Investment Management Inc. 0.06% Reduce -61.3% 7,400 $2.0M
Crescent Sterling, Ltd. 2.11% Reduce -1.5% 7,354 $2.0M
Eads & Heald Wealth Management 0.96% Reduce -0.8% 7,350 $2.0M
Creative Financial Designs Inc. 0.13% Add +60.7% 7,339 $2.0M
Choate Investment Advisors 0.04% Add +0.9% 7,298 $2.0M
Fifth Third Wealth Advisors LLC 0.07% Add +8.1% 7,288 $2.0M
Eventide Asset Management, LLC 0.03% Reduce -25.5% 7,286 $2.0M
Platform Technology Partners 0.47% Add +683.0% 7,164 $2.0M
Dynamic Advisor Solutions LLC 0.06% Add +1.9% 7,126 $1.9M
Caldwell Trust Co 0.18% Reduce -0.0% 7,098 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.1% 7,094 $1.9M
Sequoia Financial Advisors, LLC 0.01% Add +7.1% 7,086 $1.9M
Lineweaver Wealth Advisors, LLC 0.28% Add +5.6% 7,086 $1.9M
Banco de Sabadell, S.A 1.26% Reduce -0.8% 6,969 $1.9M
Delta Global Management LP 0.14% New 6,847 $1.9M
U.S. Capital Wealth Advisors, LLC 0.05% Add +1.5% 6,787 $1.9M
Glenview Trust Co 0.03% Add +2.6% 6,705 $1.8M
Bowman & Co S.C. 0.77% Reduce -0.3% 6,671 $1.8M
Agate Pass Investment Management, LLC 0.69% Reduce -2.5% 6,667 $1.8M
Harrington Investments, INC 0.91% Reduce -10.1% 6,663 $1.8M
Cruiser Capital Advisors, LLC 1.79% No change 6,574 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +25.7% 6,542 $1.8M
SPC Financial, Inc. 0.14% Reduce -5.4% 6,521 $1.8M
Smith Salley Wealth Management 0.09% Add +2.2% 6,477 $1.8M
Forum Financial Management, LP 0.02% Add +9.8% 6,440 $1.8M
Arax Advisory Partners 0.03% Add +1190.0% 6,437 $1.8M
Bokf, NA 0.03% Reduce -30.2% 6,419 $1.8M
Congress Asset Management Co. 0.01% Reduce -12.6% 6,372 $1.7M
Portside Wealth Group, LLC 0.24% Add +2.5% 6,353 $1.7M
Logan Capital Management Inc. 0.07% Add +1.4% 6,350 $1.7M
Drucker Wealth 3.0, LLC 0.30% Reduce -41.3% 6,241 $1.7M
Ironwood Investment Counsel, LLC 0.25% New 6,192 $1.7M
Ballentine Partners, LLC 0.02% Reduce -0.3% 6,159 $1.7M
LGT Group Foundation 0.02% Reduce -2.6% 6,234 $1.7M
Dorsey & Whitney Trust CO LLC 0.09% Add +0.1% 6,138 $1.7M
Capstone Investment Advisors, LLC 0.02% Add +316.3% 6,070 $1.7M
Mufg Securities Americas Inc. 0.11% Add +21.7% 6,001 $1.6M
Praxis Investment Management Inc. 0.10% Add +153.8% 5,983 $1.6M
Sky Investment Group LLC 0.28% Reduce -1.1% 5,970 $1.6M
Old National Bancorp 0.03% Add +1.2% 5,954 $1.6M
Squarepoint Ops LLC 0.00% Reduce -29.2% 5,936 $1.6M
Harbor Capital Advisors, Inc. 0.13% Add +2.7% 5,924 $1.6M
Peoples Financial Services Corp. 0.73% Reduce -0.2% 5,923 $1.6M
Scharf Investments, LLC 0.04% Reduce -98.8% 5,913 $1.6M
Borer Denton & Associates, Inc. 0.53% No change 5,896 $1.6M
Stablepoint Partners, LLC 0.26% Add +8.7% 5,892 $1.6M
Diversify Advisory Services, LLC 0.05% Add +3.3% 6,685 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -3.2% 5,846 $1.6M
Merit Financial Group, LLC 0.01% Add +23.1% 5,827 $1.6M
Boomfish Wealth Group, LLC 0.86% Add +1.6% 5,820 $1.6M
Paradigm Asset Management Co. LLC 0.36% No change 5,800 $1.6M
Signet Investment Advisory Group, Inc. 0.76% Add +1.5% 5,791 $1.6M
Thomasville National Bank 0.10% Add +1.7% 5,785 $1.6M
Norden Group LLC 0.16% Reduce -0.6% 5,766 $1.6M
Old Mission Investment Co LLC 0.38% Reduce -5.9% 5,662 $1.5M
ICW Investment Advisors LLC 0.56% Add +5.5% 5,661 $1.5M
Modera Wealth Management, LLC 0.02% Reduce -8.8% 5,660 $1.5M
Assenagon Asset Management S.A. 0.00% Add +3.2% 5,657 $1.5M
Independent Advisor Alliance 0.04% Add +1.9% 5,655 $1.5M
Nicholson Wealth Management Group, LLC 0.90% Add +7.0% 5,641 $1.5M
West Michigan Advisors, LLC 0.37% Reduce -17.7% 5,641 $1.5M
FineMark National Bank & Trust 0.05% Reduce -0.1% 5,614 $1.5M
BDF-Gestion 0.18% Reduce -17.2% 5,589 $1.5M
First Western Trust Bank 0.07% Reduce -0.3% 5,584 $1.5M
SageView Advisory Group, LLC 0.05% Add +13.8% 5,580 $1.5M
CSU Producer Resources, Inc. 4.48% No change 5,560 $1.5M
Tudor Financial Inc. 0.81% No change 5,556 $1.5M
Capital Group Private Client Services, Inc. 0.03% Reduce -77.9% 5,554 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -1.3% 5,629 $1.5M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -5.0% 5,571 $1.5M
Berkshire Asset Management LLC 0.06% Add +0.2% 5,481 $1.5M
Ossiam 0.02% Reduce -12.8% 5,448 $1.5M
Capital Investment Advisors, LLC 0.02% Add +0.6% 5,443 $1.5M
Levin Capital Strategies, L.P. 0.13% Reduce -5.6% 5,385 $1.5M
Cypress Capital Group 0.17% Add +2.9% 5,365 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -4.3% 5,356 $1.5M
Magnolia Capital Advisors LLC 0.38% Reduce -4.5% 5,350 $1.5M
Fca Corp. 0.40% Add +3.1% 5,342 $1.5M
New Hampshire Trust 0.28% Add +4.0% 5,334 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -39.3% 5,333 $1.5M
First National Trust Co 0.05% Reduce -13.8% 5,318 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.1% 5,316 $1.4M
Whittier Trust Co. 0.02% Reduce -0.8% 5,293 $1.4M
Ashton Thomas Private Wealth, LLC 0.04% Add +38.5% 5,250 $1.4M
44 Wealth Management LLC 0.48% Reduce -54.2% 5,227 $1.4M
FWL Investment Management, LLC 0.37% Reduce -12.6% 5,206 $1.4M
Politan Capital Management LP 0.13% Add +12.7% 5,202 $1.4M
Argyle Capital Management, LLC 0.49% No change 5,199 $1.4M
Banque Transatlantique SA 0.03% Reduce -0.1% 5,196 $1.4M
Summit Financial, LLC 0.02% Add +18.3% 5,174 $1.4M
Precedent Wealth Partners, LLC 0.31% Add +10.2% 5,142 $1.4M
Access Financial Services, Inc. 0.51% Reduce -1.0% 5,139 $1.4M
CFS Investment Advisory Services, LLC 0.10% Reduce -0.2% 5,493 $1.4M
Evelyn Partners Investment Management LLP 0.04% Reduce -7.2% 5,124 $1.4M
Ascent Group, LLC 0.05% Add +265.1% 5,115 $1.4M
Allworth Financial LP 0.01% Add +2.8% 5,087 $1.4M
Coldstream Capital Management Inc. 0.02% Add +0.8% 5,046 $1.4M
Baader Bank Aktiengesellschaft 0.11% Reduce -45.9% 5,020 $1.4M
NJ State Employees Deferred Compensation Plan 0.15% No change 5,000 $1.4M
Wolverine Asset Management LLC 0.10% Add +25.0% 5,000 $1.4M
Saxon Interests, Inc. 0.53% Add +1.5% 4,613 $1.4M
Vista Investment Partners LLC 0.38% Add +0.2% 4,932 $1.3M
DB Fitzpatrick & Co, Inc 1.21% Add +26.8% 4,894 $1.3M
Canandaigua National Bank & Trust Co. 0.12% Reduce -3.7% 4,848 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -4.0% 4,845 $1.3M
Premier Path Wealth Partners, LLC 0.17% Reduce -2.3% 4,821 $1.3M
Covenant Asset Management, LLC 0.25% Reduce -5.9% 4,794 $1.3M
Leavell Investment Management, Inc. 0.06% Reduce -1.9% 4,788 $1.3M
Grey Ledge Advisors, LLC 0.30% Reduce -4.8% 4,786 $1.3M
W.H. Cornerstone Investments Inc. 0.79% Add +6.9% 4,772 $1.3M
Procyon Advisors, LLC 0.08% Add +7.8% 4,738 $1.3M
Mendel Money Management 0.54% Reduce -13.8% 4,692 $1.3M
Salvus Wealth Management, LLC 0.71% Reduce -1.2% 4,661 $1.3M
Unique Wealth Strategies, LLC 0.50% No change 4,648 $1.3M
GAMMA Investing LLC 0.07% Add +5.0% 4,640 $1.3M
Evelyn Partners Investment Management Services Ltd 0.17% Add +12.5% 4,631 $1.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.44% Reduce -2.3% 4,612 $1.3M
Mediolanum International Funds Ltd 0.01% Reduce -22.3% 4,611 $1.2M
Meeder Advisory Services, Inc. 0.06% Add +9.4% 4,563 $1.2M
Bailard, Inc. 0.03% Reduce -13.6% 4,546 $1.2M
Valeo Financial Advisors, LLC 0.03% Add +23.6% 4,534 $1.2M
Daymark Wealth Partners, LLC 0.04% Reduce -19.9% 4,521 $1.2M
Red Cedar Investment Management, LLC 0.14% No change 4,426 $1.2M
Richards, Merrill & Peterson, Inc. 0.52% Reduce -3.7% 4,424 $1.2M
Main Street Financial Solutions, LLC 0.08% Add +21.6% 4,403 $1.2M
Cornerstone Advisors, LLC 0.04% Reduce -30.2% 4,400 $1.2M
PYA Waltman Capital, LLC 0.32% Add +5.5% 4,369 $1.2M
MASTERINVEST Kapitalanlage GmbH 0.12% No change 4,358 $1.2M
Howland Capital Management LLC 0.04% No change 4,298 $1.2M
Applied Capital LLC 0.84% Reduce -0.1% 4,293 $1.2M
Vestcor Inc 0.03% Reduce -8.6% 4,288 $1.2M
Cibc World Market Inc. 0.00% Reduce -92.8% 4,284 $1.2M
Farther Finance Advisors, LLC 0.02% Add +19.1% 4,267 $1.2M
HighPoint Advisor Group LLC 0.06% Add +6.1% 4,263 $1.2M
MUFG Securities EMEA plc 0.03% Add +550.4% 4,260 $1.2M
Investors Research Corp 0.21% No change 4,247 $1.2M
Essex Financial Services, Inc. 0.07% Add +0.9% 4,239 $1.2M
Generation Capital Management LLC 0.84% No change 4,231 $1.2M
Wealthcare Advisory Partners LLC 0.02% Reduce -0.8% 4,208 $1.1M
True North Advisors, LLC 0.18% Add +1.9% 4,197 $1.1M
Montag A & Associates Inc. 0.05% No change 4,186 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -10.1% 4,182 $1.1M
Greenleaf Trust 0.01% Reduce -70.1% 4,181 $1.1M
Spinnaker Trust 0.06% No change 4,154 $1.1M
Nixon Peabody Trust Co. 0.08% Reduce -14.8% 4,151 $1.1M
Parallel Advisors, LLC 0.02% Reduce -4.5% 4,142 $1.1M
O'Keefe Stevens Advisory, Inc. 0.31% Add +2.8% 4,137 $1.1M
Citizens Financial Group Inc. 0.02% Add +15.0% 4,104 $1.1M
Mirabaud & Cie SA 0.36% Reduce -8.5% 4,100 $1.1M
Founders Financial Securities LLC 0.08% Add +14.2% 4,091 $1.1M
Arete Wealth Advisors, LLC 0.07% Add +0.4% 4,092 $1.1M
Rossmore Private Capital 0.12% No change 4,076 $1.1M
TD Private Client Wealth LLC 0.02% Add +4.5% 4,053 $1.1M
Formidable Asset Management, LLC 0.17% Add +2.5% 3,881 $1.1M
GeoWealth Management, LLC 0.04% Add +220.1% 4,004 $1.1M
Barbara Oil Co. 0.41% No change 4,000 $1.1M
Cohen Klingenstein LLC 0.03% No change 4,000 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +35.9% 3,984 $1.1M
Mutual Advisors, LLC 0.02% Add +2.3% 4,249 $1.1M
Confluence Wealth Services, Inc. 0.05% Reduce -1.5% 3,969 $1.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.31% Reduce -1.7% 3,967 $1.1M
Schear Investment Advisers, LLC 0.48% Add +1.1% 3,944 $1.1M
Lowe Brockenbrough & Co. Inc. 0.06% Reduce -1.4% 3,924 $1.1M
GAMCO Investors 0.01% Reduce -2.2% 3,911 $1.1M
Caprock Group, LLC 0.03% — 3,618 $1.1M
Mraz, Amerine & Associates, Inc. 0.17% Add +0.3% 3,895 $1.1M
St Germain D J Co. Inc. 0.04% No change 3,893 $1.1M
Signaturefd, LLC 0.02% Add +2.0% 3,876 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -6.1% 4,081 $1.1M
Tyche Wealth Partners LLC 0.18% Reduce -1.3% 3,846 $1.0M
Burke & Herbert Bank & Trust Co. 0.22% No change 3,800 $1.0M
Simplicity Wealth,LLC 0.06% Reduce -55.2% 3,775 $1.0M
Dover Advisors, LLC 0.41% Reduce -25.5% 3,757 $1.0M
Icon Wealth Advisors, LLC 0.07% Reduce -44.9% 3,718 $1.0M
17 Capital Partners, LLC 0.55% No change 3,710 $1.0M
Argent Advisors, Inc. 0.30% Add +1.8% 3,705 $1.0M
Legacy Capital Group California, Inc. 0.26% Add +0.6% 3,704 $1.0M
GC Wealth Management RIA, LLC 0.03% Add +59.4% 3,704 $1.0M
Heritage Wealth Management, Inc. 0.29% Add +0.0% 3,683 $1.0M
Fidelis Capital Partners, LLC 0.08% Reduce -0.2% 3,673 $1.0M
Florida Trust Wealth Management Co 0.03% No change 3,667 $1.0M
Certified Advisory Corp 0.09% Reduce -19.1% 3,633 $991K
Pitcairn Co. 0.08% Reduce -40.1% 3,620 $987K
Guyasuta Investment Advisors Inc. 0.06% Add +3.1% 3,611 $985K
Profund Advisors LLC 0.03% Add +2.8% 3,599 $982K
Koshinski Asset Management, Inc. 0.07% Reduce -8.3% 3,598 $981K
Cape Investment Advisory, Inc. 0.96% Reduce -0.9% 3,578 $976K
First National Bank of Omaha 0.06% Reduce -87.0% 3,567 $973K
Essex Investment Management Co. LLC 0.15% Reduce -0.4% 3,563 $972K
Aspen Wealth Strategies, LLC 0.54% Add +4.4% 3,563 $972K
PFW Advisors LLC 0.28% Reduce -0.4% 3,523 $961K
Crux Wealth Advisors 0.38% Add +0.7% 3,505 $956K
Alpine Bank Wealth Management 0.13% No change 3,505 $956K
Radnor Capital Management, LLC 0.15% No change 3,499 $954K
Bath Savings Trust Co 0.09% No change 3,495 $953K
Alpha Omega Wealth Management LLC 0.16% No change 3,494 $953K
Smartleaf Asset Management LLC 0.06% Add +58.1% 3,506 $948K
Prudential PLC 0.01% No change 3,465 $945K
Integrated Wealth Concepts LLC 0.01% Add +8.5% 3,458 $943K
Aviance Capital Partners, LLC 0.11% No change 3,450 $941K
Sigma Planning Corp 0.03% Reduce -19.6% 3,440 $938K
Nations Financial Group Inc, /Ia/ 0.06% Add +4.6% 3,421 $933K
Independent Solutions Wealth Management, LLC 0.17% Reduce -1.2% 3,415 $931K
Sowell Financial Services LLC 0.04% Add +0.8% 3,411 $930K
Guidance Capital, Inc. 0.24% Add +6.8% 3,617 $922K
NorthRock Partners, LLC 0.02% Add +9.2% 3,378 $921K
ABN AMRO Bank N.V. 0.01% Add +11.5% 3,388 $921K
Kirtland Hills Capital Management, LLC 0.36% Reduce -2.0% 3,376 $921K
Tower Research Capital LLC (TRC) 0.03% Reduce -58.4% 3,375 $920K
Mitchell Sinkler & Starr 0.41% No change 3,369 $919K
Tema ETFs LLC 0.08% New 3,367 $918K
Blue Trust, Inc. 0.01% Add +1.9% 3,365 $918K
Brighton Jones LLC 0.02% Add +2.5% 3,346 $912K
Centaurus Financial, Inc. 0.04% Add +113.2% 3,332 $909K
Portfolio Design Labs, LLC 0.16% New 3,319 $905K
Intrust Bank NA 0.08% Reduce -1.4% 3,315 $904K
Invera Wealth Advisors, LLC 0.56% Reduce -0.1% 3,313 $904K
Chilton Capital Management LLC 0.03% Reduce -15.4% 3,287 $896K
Personal Cfo Solutions, LLC 0.16% Add +2.6% 3,278 $894K
Loudon Investment Management, LLC 0.47% Reduce -54.1% 3,271 $892K
Trillium Asset Management, LLC 0.02% No change 3,257 $888K
Gateway Investment Advisers LLC 0.01% Add +1.5% 3,247 $886K
Harbor Investment Advisory, LLC 0.07% Add +0.3% 3,226 $880K
Kennedy Investment Group, Inc. 0.35% Reduce -0.8% 3,215 $877K
Insigneo Advisory Services, LLC 0.06% Add +0.1% 3,209 $875K
Schorn Wealth LLC 0.27% No change 3,209 $875K
Circle Wealth Management, LLC 0.02% Add +14.1% 3,206 $874K
Jmac Enterprises LLC 0.17% Reduce -5.9% 3,200 $873K
Moody National Bank Trust Division 0.07% Add +2.1% 3,200 $873K
Allianz SE 0.02% Add +309.0% 3,190 $870K
CWA Asset Management Group, LLC 0.03% Reduce -16.9% 3,183 $868K
Renaissance Investment Group LLC 0.18% Reduce -1.7% 3,182 $868K
Ridgewood Investments LLC 0.37% Reduce -5.9% 3,178 $867K
South Dakota Investment Council 0.02% Reduce -8.7% 3,165 $863K
Intrua Financial, LLC 0.10% Reduce -0.5% 3,146 $858K
Maia Wealth LLC 0.14% Reduce -23.2% 3,316 $857K
Fiduciary Family Office, LLC 0.24% Add +17.4% 3,136 $855K
Everett Harris & Co. 0.01% Reduce -0.5% 3,134 $855K
First Pacific Financial 0.12% Reduce -2.0% 3,134 $855K
Palisade Capital Management, LP 0.03% Reduce -8.8% 3,125 $852K
Forbes J M & Co. LLP 0.07% No change 3,120 $851K
Mechanics Financial Corp 0.32% No change 3,117 $850K
Baldwin Investment Management, LLC 0.10% No change 3,103 $846K
LRI Investments, LLC 0.07% Add +0.3% 3,103 $846K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -13.1% 3,081 $840K
Bridges Investment Management Inc. 0.01% Add +18.8% 3,063 $835K
Legacy Private Trust Co. 0.05% Reduce -0.1% 3,046 $831K
Croban 0.55% Reduce -4.8% 3,040 $829K
Canada Post Corp Registered Pension Plan 0.04% No change 3,064 $829K
Widmann Financial Services, Inc. 0.52% No change 3,035 $828K
Brookstone Capital Management 0.01% Add +1.1% 3,022 $824K
Obermeyer Wealth Partners 0.04% No change 2,995 $817K
Flagship Harbor Advisors, LLC 0.04% Reduce -2.9% 2,957 $806K
Valmark Advisers, Inc. 0.01% Reduce -0.3% 2,955 $806K
Voleon Capital Management LP 0.02% Add +72.0% 2,948 $804K
Revisor Wealth Management LLC 0.28% Reduce -7.1% 3,033 $804K
Patriot Financial Group Insurance Agency, LLC 0.10% Reduce -49.2% 2,926 $798K
IHT Wealth Management, LLC 0.02% Reduce -2.2% 2,925 $798K
Ipswich Investment Management Co., Inc. 0.19% Reduce -14.7% 2,921 $797K
HF Advisory Group, LLC 0.29% Reduce -23.8% 2,913 $794K
Shell Asset Management Co. 0.08% Reduce -37.0% 2,904 $792K
Coastline Trust Co 0.08% Reduce -1.5% 2,895 $790K
Jump Financial, LLC 0.01% Reduce -66.9% 2,895 $790K
YANKCOM Partnership 0.36% Add +3.2% 2,895 $790K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -13.4% 2,875 $784K
Vise Technologies, Inc. 0.03% Reduce -16.3% 2,874 $784K
Navellier & Associates Inc. 0.08% Add +24.9% 2,842 $775K
Archford Capital Strategies, LLC 0.09% Reduce -11.2% 2,840 $775K
Cornell Pochily Investment Advisors, Inc. 0.23% Reduce -9.6% 2,839 $774K
Nicholas Hoffman & Company, LLC. 0.02% Add +0.8% 2,834 $773K
Chelsea Counsel Co. 0.34% Reduce -3.4% 2,832 $772K
Smith, Moore & Co. 0.06% Add +2.2% 2,831 $772K
Mitchell McLeod Pugh & Williams Inc. 0.12% Reduce -0.8% 3,033 $772K
Patten & Patten Inc. 0.05% Add +0.5% 2,827 $771K
Triangle Securities Wealth Management 0.17% Add +33.4% 2,825 $770K
Lanark Financial, Inc. 0.06% Reduce -1.2% 2,813 $767K
Herold Advisors, Inc. 0.18% Add +34.9% 2,808 $766K
Roberts Glore & Co. Inc. 0.21% Reduce -2.3% 2,804 $765K
Sterling Investment Advisors, Ltd. 0.15% Add +3.7% 2,802 $764K
Blackhawk Capital Partners, LLC 0.30% Reduce -10.1% 2,798 $763K
Cornerstone Wealth Management, LLC 0.04% Reduce -4.1% 2,794 $762K
Integrated Advisors Network LLC 0.03% Add +3.6% 2,793 $762K
Mengis Capital Management, Inc. 0.15% No change 2,788 $760K
LOM Asset Management Ltd 0.23% Add +6.9% 2,783 $759K
Hanson & Doremus Investment Management 0.10% Reduce -28.8% 2,775 $757K
Hartford Financial Management Inc. 0.20% Add +13.2% 2,762 $753K
StoneX Group Inc. 0.03% Reduce -1.0% 2,751 $750K
CNB Bank 0.31% Add +1.0% 2,733 $745K
Boyd Watterson Asset Management LLC 0.22% Reduce -0.6% 2,710 $739K
Studio Investment Management LLC 0.14% Add +1.6% 2,709 $739K
Douglass Winthrop Advisors, LLC 0.01% Add +1.3% 2,705 $738K
Baker Tilly Wealth Management, LLC 0.16% Add +0.5% 2,672 $729K
Advisors Preferred, LLC 0.11% No change 2,700 $725K
Longfellow Investment Management Co. LLC 0.17% No change 2,640 $720K
Compound Planning, Inc. 0.02% Add +27.0% 2,639 $720K
Vista Capital Partners, Inc. 0.07% Add +0.3% 2,636 $719K
Acorn Financial Advisory Services Inc. 0.11% Reduce -0.3% 2,624 $716K
Syon Capital LLC 0.04% Add +4.6% 2,619 $714K
Mattern Wealth Management LLC 0.14% Reduce -7.4% 2,615 $713K
Brown, Lisle/Cummings, Inc. 0.18% No change 2,606 $711K
Anchor Investment Management, LLC 0.06% Reduce -6.1% 2,602 $710K
Fire Capital Management LLC 0.41% Add +2.4% 2,599 $709K
Ferguson Wellman Capital Management, Inc. 0.01% Add +1.6% 2,596 $708K
Larson Financial Group LLC 0.02% Reduce -13.2% 2,569 $701K
Brooklyn Investment Group 0.09% Reduce -3.6% 2,482 $701K
XTX Topco Ltd 0.04% Add +9.8% 2,546 $694K
Carnegie Investment Counsel 0.01% Add +5.6% 2,541 $693K
Exencial Wealth Advisors, LLC 0.02% Add +2.1% 2,540 $693K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.2% 2,534 $691K
Hennion & Walsh Asset Management, Inc. 0.02% Add +102.3% 2,517 $686K
AE Wealth Management LLC 0.00% Add +2.5% 2,511 $685K
Triad Wealth Partners, LLC 0.09% Reduce -2.0% 2,505 $683K
Venture Visionary Partners LLC 0.02% Reduce -0.1% 2,503 $683K
Westport Asset Management Inc. 0.28% No change 2,500 $682K
Pinnacle Associates Ltd. 0.01% Add +10.0% 2,492 $680K
Uncommon Cents Investing LLC 0.17% No change 2,490 $679K
Summit Wealth Group LLC / Co. 0.07% New 3,301 $679K
Aspire Growth Partners LLC 0.50% Reduce -0.4% 2,485 $678K
Sound Financial Strategies Group, LLC 0.49% Add +0.9% 2,484 $677K
Principle Wealth Partners LLC 0.04% Reduce -3.9% 2,484 $677K
Reynders McVeigh Capital Management, LLC 0.03% Add +1.2% 2,482 $677K
Patron Partners, LLC 0.31% Reduce -10.6% 2,481 $677K
Centerpoint Advisors, LLC 0.21% No change 2,459 $671K
Syntax Research, Inc. 0.43% Add +1.9% 2,450 $668K
Gladstone Institutional Advisory LLC 0.03% Reduce -46.9% 2,425 $661K
Spirepoint Private Client, LLC 0.07% Reduce -7.6% 2,420 $660K
Pallas Capital Advisors LLC 0.02% No change 2,419 $660K
Cascade Investment Advisors, Inc. 0.40% Add +26.9% 2,413 $658K
US Asset Management LLC 0.54% No change 2,403 $655K
International Assets Investment Management, LLC 0.05% No change 2,293 $655K
Middleton & Co. Inc. 0.07% Reduce -18.4% 2,398 $654K
Keyes, Stange & Wooten Wealth Management, LLC 0.32% Reduce -0.7% 2,393 $653K
BLB&B Advisors, LLC 0.03% Add +0.0% 2,393 $653K
Composition Wealth, LLC 0.01% Reduce -0.8% 2,391 $652K
Valley Brook Capital Group, Inc. 0.44% Reduce -2.5% 2,380 $649K
Greenfield Savings Bank 0.27% No change 2,375 $648K
Bollard Group LLC 0.02% Add +0.6% 2,374 $647K
IFP Advisors, Inc 0.02% Reduce -26.0% 2,370 $646K
SeaCrest Wealth Management, LLC 0.07% Reduce -0.2% 2,404 $646K
Tevis Investment Management 0.39% No change 2,365 $645K
Legacy Financial Advisors, Inc. 0.09% Reduce -5.1% 2,360 $644K
Traphagen Investment Advisors LLC 0.06% Reduce -1.3% 2,354 $642K
Certuity, LLC 0.04% Add +49.8% 2,329 $635K
Evergreen Capital Management LLC 0.01% Add +14.2% 2,297 $626K
Connecticut Wealth Management, LLC 0.03% No change 2,297 $626K
Flywheel Private Wealth LLC 0.49% No change 2,295 $626K
Ameritas Investment Partners, Inc. 0.02% Add +7.5% 2,284 $623K
Mission Wealth Management, LP 0.01% Reduce -2.5% 2,281 $622K
Bank of Stockton 0.18% Add +5.9% 2,269 $619K
Nicolet Advisory Services, LLC 0.05% Reduce -0.5% 2,275 $616K
Evermay Wealth Management LLC 0.07% Reduce -1.4% 2,257 $616K
North Star Asset Management Inc. 0.03% No change 2,257 $616K
Private Trust Co. NA 0.05% Reduce -8.8% 2,248 $613K
Kenora Financial, LLC 0.21% Add +9.9% 2,247 $613K
Howard Capital Management, LLC 0.01% Add +55.3% 2,242 $611K
AMG National Trust Bank 0.01% Reduce -29.1% 2,239 $611K
ClearAlpha Technologies LP 1.67% New 2,236 $610K
Advyzon Investment Management, LLC 0.10% Add +117.0% 2,233 $609K
SCS Capital Management LLC 0.01% Reduce -3.4% 2,227 $607K
Foundations Investment Advisors, LLC 0.01% Reduce -9.8% 2,225 $607K
Werlinich Asset Management, LLC 0.30% Add +1.1% 2,221 $606K
Red Door Wealth Management, LLC 0.06% Add +134.5% 2,218 $605K
Davis R M Inc. 0.01% Reduce -3.4% 2,218 $605K
Eagle Wealth Strategies LLC 0.30% Add +0.1% 2,217 $605K
Kathmere Capital Management, LLC 0.04% Add +43.7% 2,209 $602K
KDT Advisors, LLC 0.88% Reduce -12.8% 2,207 $602K
Wealth Alliance, LLC 0.06% Reduce -23.3% 2,207 $602K
Catherine Avery Investment Management LLC 0.39% Reduce -1.4% 2,193 $598K
Cigna Investments Inc. 0.08% No change 2,192 $598K
Stableford Capital II LLC 0.21% Add +0.4% 2,176 $593K
Burney Co./ 0.02% Reduce -73.2% 2,169 $592K
Signature Resources Capital Management, LLC 0.32% New 2,168 $591K
Sumitomo Life Insurance Co. 0.02% Reduce -5.0% 2,168 $591K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +98.1% 2,165 $590K
Lombard Odier Asset Management (USA) Corp 0.16% Reduce -55.0% 2,152 $587K
Redmond Asset Management, LLC 0.14% Reduce -4.4% 2,150 $586K
Checchi Capital Advisers, LLC 0.04% Reduce -3.6% 2,139 $583K
O'Brien Wealth Partners LLC 0.08% New 2,137 $583K
Catalyst Financial Partners LLC 0.07% Add +1.5% 2,126 $580K
Fullcircle Wealth LLC 0.20% Add +1.4% 2,387 $575K
AEGON ASSET MANAGEMENT UK Plc 0.01% No change 2,098 $572K
Eagle Harbor Asset Management Inc. 0.49% Add +4.5% 2,091 $570K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -32.8% 2,090 $570K
Ritholtz Wealth Management 0.01% Add +10.4% 2,086 $569K
Anb Bank 0.23% Reduce -3.3% 2,086 $569K
Lion Street Advisors, LLC 0.20% Add +3.5% 1,887 $566K
Global X Japan Co., Ltd. 0.05% Reduce -7.4% 2,064 $563K
Briaud Financial Planning Inc 0.18% Add +0.1% 2,062 $562K
Integrated Investment Consultants, LLC 0.09% Reduce -3.6% 2,047 $558K
Brandywine Oak Private Wealth LLC 0.05% Add +0.1% 2,046 $558K
Tompkins Financial Corp. 0.05% No change 2,032 $554K
Moneta Group Investment Advisors LLC 0.00% Reduce -11.8% 2,021 $551K
Stonebridge Capital Advisors LLC 0.04% No change 2,019 $551K
Meadow Creek Wealth Advisors LLC 0.36% Reduce -4.6% 2,172 $550K
Revolve Wealth Partners, LLC 0.07% Reduce -1.7% 2,014 $549K
Armstrong, Fleming & Moore, Inc 0.26% No change 2,012 $549K
Magnolia Capital Management Ltd. 0.42% No change 2,010 $548K
Legacy Financial Strategies, LLC 0.10% Reduce -8.9% 2,006 $547K
Partnership Wealth Management, LLC 0.42% No change 2,000 $545K
Three Magnolias Financial Advisors, LLC 0.34% No change 2,000 $545K
Center for Financial Planning, Inc. 0.06% Add +5.2% 2,000 $545K
49 Wealth Management, LLC 0.05% Add +5.2% 1,993 $544K
Defined Wealth Management, LLC 0.32% Add +0.2% 1,992 $543K
Sage Mountain Advisors LLC 0.03% Add +11.4% 1,978 $539K
CM Wealth Advisors LLC 0.14% Add +0.3% 1,978 $539K
Wedmont Private Capital 0.02% Add +8.2% 1,990 $539K
Thrive Wealth Management, LLC 0.08% Add +0.3% 1,974 $538K
Alan B Lancz & Associates, Inc. 0.49% No change 1,971 $538K
Rede Wealth, LLC 0.42% New 1,969 $537K
Eagle Bay Advisors LLC 0.42% Reduce -8.8% 1,969 $537K
Sanders Morris Harris LLC 0.07% No change 1,965 $536K
Texas Bank & Trust Co 0.20% Add +13.3% 1,961 $535K
Founders Financial Alliance, LLC 0.10% Reduce -1.9% 1,959 $534K
Townsquare Capital LLC 0.08% Reduce -51.0% 1,949 $532K
EPG Wealth Management LLC 0.14% Add +6.0% 1,919 $523K
Sig Brokerage, LP 0.13% New 1,915 $522K
Mystic Asset Management, Inc. 0.12% Add +0.1% 1,908 $520K
Level Four Advisory Services, LLC 0.02% Add +4.0% 1,901 $518K
CHICAGO TRUST Co NA 0.07% Add +0.1% 1,901 $518K
Ieq Capital, LLC 0.00% Add +22.6% 1,901 $518K
3Chopt Investment Partners, LLC 0.12% Reduce -5.9% 1,886 $514K
Asset Dedication, LLC 0.03% Reduce -2.0% 1,885 $514K
Requisite Capital Management, LLC 0.09% New 1,885 $514K
West Paces Advisors Inc. 0.10% Reduce -12.0% 1,884 $514K
CX Institutional 0.02% Add +10.6% 1,876 $512K
Cahill Financial Advisors Inc. 0.06% No change 1,877 $512K
Sequent Asset Management, LLC 0.24% No change 1,875 $511K
Monetary Management Group Inc. 0.12% Reduce -5.1% 1,875 $511K
State of Wyoming 0.06% Add +187300.0% 1,874 $511K
Neville Rodie & Shaw Inc. 0.04% No change 1,875 $511K
Kintra Wealth, LLC 0.29% No change 1,873 $511K
Stonegate Investment Group, LLC 0.01% Reduce -72.1% 1,867 $509K
First National Bank of Mount Dora, Trust Investment Services 0.11% Reduce -26.0% 1,861 $508K
First American Trust, FSB 0.04% Reduce -1.1% 1,860 $507K
Gen-Wealth Partners Inc 0.17% Reduce -3.9% 1,859 $507K
Parvin Asset Management, LLC 0.44% No change 1,841 $502K
Cypress Wealth Services, LLC 0.08% Reduce -0.2% 1,831 $499K
Bulltick Wealth Management, LLC 0.12% New 1,830 $499K
Keel Point, LLC 0.03% Reduce -2.2% 1,829 $499K
Frank, Rimerman Advisors LLC 0.03% Add +0.1% 1,823 $497K
1834 Investment Advisors Co. 0.06% No change 1,815 $495K
Abbot Financial Management, Inc. 0.21% Reduce -0.7% 1,814 $495K
Curbstone Financial Management Corp 0.09% Add +4.6% 1,810 $494K
Cerro Pacific Wealth Advisors LLC 0.14% Reduce -15.6% 1,808 $493K
Equitable Holdings, Inc. 0.00% Reduce -28.2% 1,806 $493K
Ritter Daniher Financial Advisory LLC / DE 0.09% New 1,805 $492K
Westbourne Investment Advisors, Inc. 0.14% No change 1,800 $491K
Bank of Hawaii 0.02% Reduce -2.2% 1,795 $490K
Wealthspire Advisors, LLC 0.00% Add +6.5% 1,792 $489K
New England Research & Management, Inc. 0.22% Reduce -12.3% 1,775 $484K
Faithward Advisors, LLC 0.07% Reduce -8.6% 1,772 $483K
Colton Groome Financial Advisors, LLC 0.15% Add +2.3% 1,769 $482K
Beacon Bank & Trust 0.10% No change 1,768 $482K
Mechanics Bank Trust Department 0.07% No change 1,768 $482K
First National Advisers, LLC 0.07% Reduce -75.9% 1,765 $481K
Smart Portfolios, LLC 0.46% Reduce -5.3% 1,764 $481K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -5.4% 1,763 $481K
Quantum Private Wealth, LLC 0.14% No change 1,759 $480K
Ascentis Wealth Management, LLC 0.11% Add +95.4% 1,747 $477K
WASHINGTON TRUST Co 0.02% Add +12.0% 1,745 $476K
Amica Retiree Medical Trust 0.65% No change 1,741 $475K
FSB Premier Wealth Management, Inc. 0.16% Reduce -5.9% 1,739 $474K
Manchester Capital Management LLC 0.06% Reduce -40.9% 1,735 $473K
Verity Asset Management, Inc. 0.15% Add +13.4% 1,724 $470K
Perigon Wealth Management, LLC 0.01% Add +5.3% 1,723 $470K
Boothbay Fund Management, LLC 0.01% Reduce -66.4% 1,716 $468K
Baldwin Wealth Partners LLC 0.03% No change 1,714 $467K
Two Sigma Securities, LLC 0.07% New 1,711 $467K
Tandem Capital Management Corp. 0.22% Add +30.5% 1,710 $466K
Oakworth Capital, Inc. 0.03% Add +41.6% 1,701 $464K
one8zero8, LLC 0.10% No change 1,700 $464K
Alberta Investment Management Corp 0.00% No change 1,700 $464K
American State Bank (Iowa) 0.24% Add +0.9% 1,699 $463K
Painted Porch Advisors LLC 0.18% Reduce -19.2% 1,690 $461K
Diversified Trust Co. 0.01% Reduce -2.1% 1,671 $456K
General Partner, Inc. 0.25% Reduce -10.7% 1,668 $455K
Global Endowment Management, LP 0.06% New 1,664 $454K
Kennebec Savings Bank 0.41% Add +1.1% 1,653 $451K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +17.7% 1,639 $447K
LS Investment Advisors, LLC 0.06% No change 1,637 $446K
CreativeOne Wealth, LLC 0.01% Reduce -6.8% 1,636 $446K
Ostrum Asset Management 0.02% Reduce -39.8% 1,631 $445K
Legacy Capital Wealth Partners, LLC 0.10% Add +8.8% 1,628 $444K
First County Bank 0.23% Add +4.2% 1,628 $444K
Paragon Private Wealth Management, LLC 0.15% Add +10.9% 1,623 $443K
Fisher Asset Management 0.00% Add +5.1% 1,619 $442K
Atlatl Advisers LLC 0.18% Add +8.8% 1,619 $442K
Verdence Capital Advisors LLC 0.03% Add +0.4% 1,725 $441K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +37.1% 1,616 $441K
Oak Hill Wealth Advisors, LLC 0.08% Reduce -11.0% 1,614 $440K
Hudock, Inc. 0.07% No change 1,613 $440K
Impact Capital Partners LLC 0.13% Reduce -29.7% 1,610 $439K
Modern Wealth Management, LLC 0.01% Add +2.4% 1,600 $436K
EverSource Wealth Advisors, LLC 0.02% Add +0.4% 1,599 $436K
Cary Street Partners Financial LLC 0.01% Reduce -3.4% 1,581 $431K
Cordgrass Capital Advisors, LLC 0.11% Reduce -42.3% 1,581 $431K
iA Global Asset Management Inc. 0.01% Reduce -3.4% 1,581 $431K
GTS Securities LLC 0.02% Reduce -38.1% 1,577 $430K
Ariston Services Group 0.26% Reduce -0.3% 1,576 $430K
Sage Private Wealth Group, LLC 0.24% Add +10.9% 1,571 $429K
Wealth Architects, LLC 0.04% Reduce -0.4% 1,562 $426K
Financial Management Professionals, Inc. 0.04% Add +0.6% 1,555 $424K
Courier Capital LLC 0.02% Reduce -0.3% 1,555 $424K
Fulton Bank, N.A. 0.01% Reduce -0.9% 1,555 $424K
Titleist Asset Management, LLC 0.04% Reduce -15.3% 1,555 $424K
Essex Bank 0.10% Reduce -12.8% 1,553 $424K
Garner Asset Management Corp 0.17% Add +19.2% 1,543 $421K
WBH Advisory Inc. 0.03% Reduce -16.6% 1,541 $420K
Panagora Asset Management Inc. 0.00% Reduce -53.6% 1,541 $420K
Rowlandmiller & Partners.adv 0.08% No change 1,533 $418K
Waterloo Capital, L.P. 0.03% Add +0.7% 1,532 $418K
Evercore Wealth Management, LLC 0.01% Reduce -1.8% 1,512 $412K
Beaumont Financial Advisors, LLC 0.03% Reduce -0.5% 1,510 $412K
Tufton Capital Management 0.07% No change 1,510 $411K
Novem Group 0.05% Add +11.1% 1,507 $411K
Acima Private Wealth, LLC 0.13% No change 1,500 $409K
Groupama Asset Managment 0.01% Reduce -8.7% 1,498 $409K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -30.4% 1,496 $408K
Bank of Marin 0.29% Add +3.5% 1,486 $405K
Brevan Howard Capital Management LP 0.01% Reduce -44.3% 1,480 $404K
Letson Investment Management, Inc. 0.14% No change 1,476 $403K
Delta Investment Management, LLC 0.07% New 1,476 $402K
Conning Inc. 0.01% No change 1,473 $402K
Legacy Advisors, LLC 0.05% — 1,466 $400K
Heritage Wealth Advisors 0.02% No change 1,457 $397K
Souders Financial Advisors 0.05% Add +80.2% 1,454 $396K
Jeppson Wealth Management, LLC 0.13% No change 1,453 $396K
United Community Bank 0.12% Reduce -2.5% 1,452 $396K
Cullen Investment Group, LTD. 0.05% Reduce -11.6% 1,457 $396K
Plimoth Trust Co. LLC 0.09% Reduce -0.2% 1,450 $395K
DT Investment Partners, LLC 0.03% No change 1,450 $395K
Powers Advisory Group, LLC 0.16% Reduce -15.6% 1,449 $395K
Alliance Wealth Advisors, LLC 0.20% Add +2.2% 1,444 $394K
Vista Investment Management 0.14% Reduce -1.0% 1,441 $393K
Arcataur Capital Management LLC 0.12% Reduce -2.8% 1,437 $392K
Taylor Financial Group, Inc. 0.23% No change 1,435 $391K
Vista Cima Wealth Management LLC 0.33% New 1,431 $390K
Parkside Financial Bank & Trust 0.03% Reduce -13.9% 1,430 $390K
Global Trust Asset Management, LLC 0.18% Add +0.6% 1,429 $390K
Citizens Business Bank 0.07% New 1,427 $389K
MIdWestOne Financial Group, Inc. 0.05% Add +0.5% 1,427 $389K
Keynote Financial Services LLC 0.24% Reduce -0.7% 1,425 $389K
Stuart Chaussee & Associates, Inc. 0.08% No change 1,419 $387K
Banque Cantonale Vaudoise 0.01% Reduce -7.1% 1,418 $387K
Everhart Financial Group, Inc. 0.04% Add +18.9% 1,406 $383K
Walter & Keenan Wealth Management LLC /in/ 0.11% Add +0.7% 1,403 $383K
Graves Light Lenhart Wealth, Inc. 0.04% Reduce -6.5% 1,397 $381K
Natural Investments, LLC 0.09% No change 1,399 $381K
Indiana Trust & Investment Management Co 0.12% Reduce -13.9% 1,397 $381K
Silver Coast Investments LLC 0.13% No change 1,388 $379K
PFG Investments, LLC 0.02% Add +2.1% 1,388 $379K
Charter Research & Investment Group, Inc. 0.26% No change 1,384 $377K
Soltis Investment Advisors LLC 0.03% Add +1.0% 1,382 $377K
Henrickson Nauta Wealth Advisors, Inc. 0.12% Add +0.7% 1,381 $377K
Summit Wealth Partners, LLC 0.07% No change 1,380 $376K
Hunter Associates Investment Management LLC 0.05% Add +8.4% 1,383 $375K
Cornerstone Advisory, LLC 0.04% Add +0.5% 1,372 $374K
Klingman & Associates, LLC 0.02% Reduce -0.8% 1,370 $374K
Aventura Private Wealth, LLC 0.14% Add +0.4% 1,359 $371K
Trust Co of the South 0.06% Reduce -3.0% 1,353 $369K
Centurion Wealth Management LLC 0.08% Add +1.4% 1,343 $366K
Keystone Financial Group 0.03% Add +22.4% 1,344 $366K
Certior Financial Group, LLC 0.25% Add +2.0% 1,340 $365K
Westpac Banking Corp. 0.02% Reduce -2.6% 1,333 $364K
McDonald Partners LLC 0.11% Reduce -73.3% 1,328 $363K
Harbour Capital Advisors, LLC 0.07% No change 1,333 $361K
Chesapeake Wealth Management 0.11% Reduce -37.7% 1,318 $359K
Badgley Phelps Wealth Managers, LLC 0.01% No change 1,314 $358K
Atlas Brown,Inc. 0.11% Add +0.1% 1,314 $358K
White Pine Capital LLC 0.10% No change 1,305 $356K
Headinvest, LLC 0.07% No change 1,303 $355K
Welch Group, LLC 0.01% Add +12.3% 1,301 $355K
Sterneck Capital Management, LLC 0.17% Reduce -18.8% 1,300 $355K
Resurgent Financial Advisors LLC 0.17% Reduce -7.1% 1,298 $354K
Avestar Capital, LLC 0.03% Add +65.9% 1,294 $353K
Gibbs Wealth Management 0.08% Reduce -12.5% 1,294 $353K
Cyndeo Wealth Partners, LLC 0.02% Add +6.2% 1,294 $353K
Smithfield Trust Co 0.02% Reduce -3.7% 1,286 $351K
Hurlow Wealth Management Group, Inc. 0.09% Reduce -14.0% 1,287 $351K
One Wealth Map LLC 0.19% Add +2.5% 1,358 $351K
Ames National Corp. 0.21% No change 1,285 $350K
Guardian Wealth Advisors, LLC 0.20% Reduce -1.5% 1,280 $349K
Sapient Capital LLC 0.01% Reduce -5.9% 1,286 $348K
Vision Capital Management, Inc. 0.04% No change 1,275 $348K
Tectonic Advisors LLC 0.02% Reduce -2.1% 1,272 $347K
First Command Advisory Services, Inc. 0.00% No change 1,264 $345K
Csenge Advisory Group 0.02% Reduce -57.8% 1,264 $345K
Axxcess Wealth Management, LLC 0.01% Add +18.3% 1,258 $343K
Tiemann Investment Advisors, LLC 0.13% Add +1.3% 1,251 $341K
Trueblood Wealth Management, LLC 0.13% Add +1.1% 1,247 $340K
1620 Investment Advisors, Inc. 0.23% Add +0.2% 1,245 $340K
Millstone Evans Group, LLC 0.22% Reduce -3.3% 1,245 $340K
Westwood Holdings Group Inc. 0.00% New 1,237 $337K
Benin Management CORP 0.08% Add +6.0% 1,233 $336K
Addison Capital Co 0.10% Add +0.2% 1,232 $336K
Gilman Hill Asset Management, LLC 0.05% No change 1,232 $336K
Shelton Capital Management 0.01% No change 1,230 $335K
Crumly & Associates Inc. 0.07% Add +54.7% 1,228 $335K
Guardian Wealth Advisors, LLC / NC 0.02% Add +0.1% 1,226 $334K
Moment Partners, LLC 0.06% Add +3.2% 1,223 $334K
Quadcap Wealth Management, LLC 0.04% Reduce -49.5% 1,223 $334K
Atticus Wealth Management, LLC 0.08% Add +3.6% 1,214 $331K
Phillips Wealth Planners LLC 0.27% Add +10.4% 1,218 $330K
Brown Miller Wealth Management, LLC 0.09% No change 1,215 $329K
Pine Haven Investment Counsel, Inc 0.24% No change 1,202 $328K
MainStreet Investment Advisors LLC 0.04% Reduce -5.2% 1,201 $328K
Spire Wealth Management 0.01% Reduce -3.7% 1,201 $327K
Crestwood Advisors Group, LLC 0.01% Add +3.1% 1,200 $327K
Elevation Point Wealth Partners, LLC 0.02% New 1,194 $326K
Zullo Investment Group, Inc. 0.12% Add +0.2% 1,185 $323K
Astoria Portfolio Advisors LLC. 0.08% Reduce -33.3% 1,204 $323K
Windward Capital Management Co. 0.03% Reduce -0.7% 1,180 $322K
First National Bank Sioux Falls 0.10% No change 1,178 $321K
Harmony Asset Management LLC 0.11% No change 1,174 $320K
Beaton Management Co. Inc. 0.15% No change 1,169 $319K
Randall & Associates Wealth Management 0.23% New 1,169 $319K
Cidel Asset Management Inc. 0.02% Reduce -2.3% 1,169 $319K
D. E. Shaw & Co. 0.00% New 1,167 $318K
Philadelphia Trust Co. 0.02% Reduce -4.1% 1,165 $318K
PDS Planning, Inc 0.02% Reduce -13.8% 1,163 $317K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.1% 1,162 $317K
Athena Investment Management 0.16% No change 1,159 $316K
Essex LLC 0.06% No change 1,155 $315K
Brooks, Moore & Associates, Inc. 0.16% No change 1,150 $314K
Everpar Advisors LLC 0.12% Reduce -15.5% 1,147 $313K
Hillman Capital Management, Inc. 0.18% Add +2.0% 1,145 $312K
Intrepid Capital Management Inc. 0.15% Reduce -2.0% 1,142 $311K
Calydon Capital 0.05% Reduce -49.0% 1,136 $310K
LVM Capital Management Ltd. 0.03% No change 1,132 $309K
Independent Financial Group, LLC 0.01% Reduce -8.7% 1,129 $308K
Clark Capital Management Group, Inc. 0.00% Reduce -0.1% 1,121 $306K
Liberty Capital Management, Inc. 0.06% No change 1,120 $305K
Lewis Asset Management, LLC 0.13% Reduce -8.1% 1,116 $304K
Fidelity D & D Bancorp Inc. 0.17% Reduce -3.8% 1,115 $304K
Waldron Private Wealth LLC 0.01% Reduce -5.2% 1,112 $303K
Tilia Fiduciary Partners, Inc. 0.18% Reduce -18.9% 1,112 $303K
Regent Peak Wealth Advisors LLC 0.06% — 1,111 $303K
Berry Wealth Group, LP 0.99% Reduce -87.5% 1,111 $303K
Legacy Trust 0.06% New 1,106 $302K
Avalon Capital Management 0.07% Reduce -36.1% 1,105 $301K
Broadwater Capital Management LLC 0.22% Reduce -99.7% 1,100 $300K
Kidder Stephen W 0.09% No change 1,100 $300K
Venturi Wealth Management, LLC 0.01% Reduce -10.6% 1,095 $299K
AGH Wealth Advisors, LLC 0.22% Add +16.4% 1,095 $299K
MTM Financial Group, LLC 0.15% Reduce -4.8% 1,094 $298K
Allred Capital Management, LLC 0.10% Reduce -4.2% 1,092 $298K
Harbour Investments, Inc. 0.01% Add +33.9% 1,090 $297K
Atlanta Consulting Group Advisors, LLC 0.07% Add +21.9% 1,087 $296K
Journey Strategic Wealth LLC 0.01% Add +3.7% 1,085 $296K
Inlet Private Wealth, LLC 0.07% Add +1.5% 1,083 $295K
Tranquilli Financial Advisor LLC 0.17% Add +9.2% 1,082 $295K
Qsemble Capital Management, LP 0.03% New 1,076 $293K
Continuum Advisory, LLC 0.03% Reduce -8.9% 1,075 $293K
First Affirmative Financial Network 0.14% Add +5.2% 1,074 $293K
Meriwether Wealth & Planning, LLC 0.17% Reduce -14.1% 1,073 $293K
Headlands Technologies LLC 0.02% New 1,066 $291K
First Commonwealth Financial Corp 0.05% Add +15.8% 1,064 $290K
Chicago Partners Investment Group LLC 0.01% Reduce -3.3% 1,136 $289K
Los Angeles Capital Management LLC 0.00% No change 1,058 $289K
Hancock Whitney Corp. 0.01% Reduce -13.2% 1,057 $288K
Focus Financial Network, Inc. 0.01% Reduce -15.9% 1,054 $287K
Western Wealth Management, LLC 0.02% Add +4.1% 1,052 $287K
Ingalls & Snyder LLC 0.01% No change 1,048 $286K
Capital Advisors, Ltd. LLC 0.03% No change 1,046 $285K
Blue Barn Wealth, LLC 0.12% Reduce -0.2% 1,041 $284K
Live Oak Investment Partners 0.19% No change 1,037 $283K
Finer Wealth Management, Inc. 0.14% Reduce -28.1% 1,035 $282K
Alta Advisers Ltd 0.09% No change 1,034 $282K
LCNB Corp. 0.10% No change 1,033 $282K
MCF Advisors LLC 0.02% Reduce -0.2% 1,033 $282K
Silver Oak Securities, Incorporated 0.02% Reduce -46.5% 1,029 $281K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.56% Reduce -92.0% 1,028 $280K
Allegheny Financial Group 0.05% No change 1,026 $280K
L2 Asset Management, LLC 0.04% Add +4.8% 1,023 $279K
Burns J W & Co. Inc. 0.03% No change 1,023 $279K
Parr McKnight Wealth Management Group, LLC 0.04% Add +0.2% 1,022 $279K
Chilton Investment Co. Inc. 0.01% New 1,022 $279K
Prestige Wealth Management Group LLC 0.05% Reduce -39.3% 1,010 $276K
Campion Asset Management 0.20% No change 1,010 $275K
Sendero Wealth Management, LLC 0.03% No change 1,009 $275K
Blueshift Asset Management, LLC 0.08% New 1,009 $275K
SteelPeak Wealth, LLC 0.01% Reduce -88.9% 1,008 $275K
Cozad Asset Management Inc. 0.02% Reduce -26.9% 1,006 $274K
Pine Harbor Wealth Management, LLC 0.09% Reduce -2.5% 1,005 $274K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -10.8% 1,004 $274K
S.E.E.D. Planning Group LLC 0.08% Reduce -88.2% 1,003 $274K
PUREfi Wealth, LLC 0.21% Reduce -27.5% 1,002 $273K
S.A. Mason LLC 0.12% No change 1,002 $273K
Select Asset Management & Trust 0.08% No change 1,000 $273K
Lantern Wealth Advisors, LLC 0.14% No change 1,000 $273K
E&G Advisors, LLC 0.06% No change 1,000 $273K
Bedell Frazier Investment Counselling, LLC 0.06% Reduce -2.4% 1,000 $273K
Barlow Wealth Partners, LLC 0.03% Add +1.5% 1,077 $273K
Dumont & Blake Investment Advisors LLC 0.07% No change 998 $272K
Mesirow Financial Investment Management, Inc. 0.00% Add +38.5% 992 $271K
Quent Capital, LLC 0.02% Reduce -2.1% 986 $269K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 984 $268K
Nwam LLC 0.01% Add +0.5% 1,044 $267K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -9.7% 978 $267K
Field & Main Bank 0.08% Reduce -21.7% 976 $266K
Smith Shellnut Wilson LLC 0.10% Reduce -14.6% 974 $266K
Concord Wealth Partners 0.04% Reduce -22.5% 967 $264K
Cottage Street Advisors LLC 0.11% Reduce -4.8% 966 $263K
Chesapeake Asset Management LLC 0.23% Reduce -36.3% 963 $263K
United Advisor Group, LLC 0.04% New 962 $262K
Apella Capital, LLC 0.01% Add +10.1% 1,028 $260K
Gilbert & Cook, Inc. 0.03% Add +7.6% 952 $260K
Stone Run Capital, LLC 0.10% No change 950 $259K
Mizuho Markets Americas LLC 0.01% Reduce -5.2% 949 $259K
Ledyard National Bank 0.02% Reduce -5.6% 948 $259K
West Family Investments, Inc. 0.06% Add +1.8% 945 $258K
Gerber, LLC 0.16% No change 944 $257K
Wetzel Investment Advisors, Inc. 0.11% Reduce -3.9% 943 $257K
Topsail Wealth Management, LLC 0.04% Add +6.0% 939 $256K
Klingenstein Fields & Co. LP 0.01% No change 933 $254K
Successful Portfolios LLC 0.15% Add +1.6% 930 $254K
Carson Advisory Inc. 0.14% Reduce -5.5% 921 $251K
Transcend Capital Advisors, LLC 0.02% Reduce -5.5% 919 $251K
Grandview Asset Management LLC 0.07% Add +0.2% 918 $250K
Marietta Investment Partners LLC 0.05% New 916 $250K
Southeast Asset Advisors, LLC 0.03% Add +2.0% 911 $248K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -15.8% 908 $248K
SS&H Financial Advisors, Inc. 0.08% No change 907 $247K
Oregon Pacific Wealth Management, LLC 0.21% Reduce -12.7% 907 $247K
Cove Private Wealth, LLC 0.08% No change 906 $247K
Quotient Wealth Partners, LLC 0.01% Reduce -0.7% 903 $246K
PCG Asset Management, LLC 0.20% Reduce -5.3% 900 $245K
Virtue Capital Management, LLC 0.04% Reduce -15.2% 693 $244K
Valtrion Capital Management, LLC 0.26% Add +8.2% 895 $244K
Ausdal Financial Partners, Inc. 0.01% New 892 $243K
Sfmg, LLC 0.02% Add +0.8% 888 $242K
Rockline Wealth Management, LLC 0.05% No change 887 $242K
First Horizon Corp. 0.01% — 885 $241K
Campbell & CO Investment Adviser LLC 0.02% New 884 $241K
Burford Brothers, Inc. 0.10% Add +0.1% 883 $241K
Northside Capital Management, LLC 0.02% No change 872 $238K
Rexford Capital Inc. 0.18% No change 871 $238K
Florida Financial Advisors, LLC 0.07% Reduce -58.1% 864 $236K
Kavar Capital Partners Group, LLC 0.03% Reduce -1.3% 864 $236K
Aberdeen Wealth Management LLC 0.15% No change 862 $235K
Nicolet Bankshares Inc. 0.04% New 859 $234K
Clear Creek Financial Management, LLC 0.02% New 856 $233K
111 Capital 0.04% New 855 $233K
Academy Capital Management 0.03% No change 845 $230K
Dynamic Technology Lab Private Ltd 0.04% New 840 $229K
Client 1ST Advisory Group, LLC 0.08% New 837 $228K
Gryphon Financial Partners LLC 0.03% Reduce -66.2% 837 $228K
Tred Avon Family Wealth, LLC 0.08% — 831 $227K
Armistice Capital, LLC 0.01% New 830 $226K
Crews Bank & Trust 0.03% No change 824 $225K
Patton Fund Management, Inc. 0.04% No change 823 $224K
Busey Bank 0.01% Add +10.8% 823 $224K
Legacy Solutions, LLC 0.20% Reduce -1.4% 822 $224K
Fieldview Capital Management, LLC 0.04% New 812 $221K
Traynor Capital Management, Inc. 0.01% Add +1.3% 808 $220K
LMCG Investments, LLC 0.01% No change 808 $220K
Heartwood Wealth Advisors LLC 0.02% Add +1.1% 805 $220K
Baron Wealth Management LLC 0.07% Reduce -3.1% 804 $219K
M.E. Allison & Co., Inc. 0.15% No change 804 $219K
Pines Wealth Management, LLC 0.07% New 802 $219K
Dudley Capital Management, LLC 0.10% No change 800 $218K
Beirne Wealth Consulting Services, LLC 0.05% No change 800 $218K
Cardinal Point Capital Management ULC 0.02% No change 800 $218K
Community Bank & Trust, Waco, Texas 0.04% No change 800 $218K
Investment Advisory Services Inc. /TX 0.07% No change 796 $217K
Capital Investment Advisory Services, LLC 0.02% Add +4.5% 796 $217K
Childress Capital Advisors, LLC 0.04% New 792 $216K
CWS Financial Advisors, LLC 0.06% No change 791 $216K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -1.6% 788 $215K
Liberty Square Wealth Partners LLC 0.07% No change 788 $215K
Clean Yield Group 0.06% No change 787 $215K
Biltmore Family Office, LLC 0.03% Reduce -0.3% 785 $214K
Johnson Financial Group, Inc. 0.01% Add +412.4% 784 $214K
Kestra Investment Management, LLC 0.01% Reduce -69.6% 781 $213K
Private Wealth Asset Management, LLC 0.03% Add +30.1% 779 $212K
Valued Retirements, Inc. 0.24% No change 751 $212K
Tower Wealth Partners, Inc. 0.12% Add +0.8% 774 $211K
First Financial Bankshares Inc 0.00% New 772 $211K
Drive Wealth Management, LLC 0.04% Add +0.4% 766 $209K
Jacobson & Schmitt Advisors, LLC 0.04% Reduce -4.3% 766 $209K
Forvis Mazars Wealth Advisors, LLC 0.00% New 764 $208K
Chancellor Financial Group WB LP 0.15% No change 759 $207K
Advisory Alpha, LLC 0.01% Reduce -3.7% 764 $207K
LexAurum Advisors, LLC 0.03% Reduce -1.6% 753 $205K
Stratos Investment Management, LLC 0.01% Reduce -10.6% 752 $205K
Core Wealth Partners LLC 0.09% No change 752 $205K
Woodmont Investment Counsel LLC 0.01% Reduce -1.6% 751 $205K
Calamos Wealth Management LLC 0.01% New 751 $205K
Sterling Capital Management LLC 0.00% Add +0.3% 751 $205K
Fiera Capital Corp 0.00% No change 750 $205K
Brendel Financial Advisors LLC 0.10% Reduce -42.3% 749 $204K
Beacon Financial Advisory LLC 0.05% New 748 $204K
Independent Investors Inc. 0.04% No change 746 $203K
Argus Investors' Counsel, Inc. 0.16% Reduce -64.5% 745 $203K
Amplius Wealth Advisors, LLC 0.02% Reduce -31.5% 743 $203K
QTR Family Wealth, LLC 0.10% New 741 $202K
TrinityBridge Ltd 0.00% No change 741 $202K
Versant Capital Management, Inc 0.03% Reduce -3.4% 739 $202K
Measured Wealth Private Client Group, LLC 0.05% No change 737 $201K
Pekin Hardy Strauss, Inc. 0.02% New 736 $201K
Canandaigua National Trust Co of Florida 0.16% Reduce -1.5% 734 $200K
Park Place Capital Corp 0.04% No change 733 $200K
Cromwell Holdings LLC 0.11% No change 722 $197K
Dakota Community Bank & Trust NA 0.77% Reduce -0.6% 718 $196K
Clearstead Trust, LLC 0.03% Reduce -4.9% 715 $195K
Hazlett, Burt & Watson, Inc. 0.07% No change 700 $191K
Fourth Dimension Wealth, LLC 0.07% No change 688 $188K
AlphaCore Capital LLC 0.01% Reduce -12.2% 687 $187K
Piscataqua Savings Bank 0.15% No change 682 $186K
CVA Family Office, LLC 0.02% Add +0.3% 673 $184K
SouthState Bank Corp 0.01% Reduce -14.1% 666 $182K
Dagco, Inc. 0.05% Add +0.1% 659 $180K
Duncker Streett & Co. Inc. 0.03% No change 644 $176K
Salem Investment Counselors Inc. 0.00% No change 626 $171K
New England Capital Financial Advisors LLC 0.07% No change 611 $167K
CYBER HORNET ETFs LLC 0.11% Add +3.4% 605 $165K
GoalVest Advisory LLC 0.03% Reduce -7.7% 600 $164K
Trifecta Capital Advisors, LLC 0.02% No change 589 $161K
ORG Partners LLC 0.03% Reduce -34.0% 587 $160K
S&T Bank 0.04% Add +1.1% 580 $158K
Rossby Financial, LCC 0.05% Reduce -9.2% 584 $157K
Cary Street Partners Investment Advisory LLC 0.07% Add +5.9% 575 $157K
GPS Wealth Strategies Group, LLC 0.02% Add +0.2% 569 $155K
Generali Investments, Management Co LLC 0.03% Add +13.4% 565 $154K
IMA Advisory Services, Inc. 0.02% No change 562 $153K
Rosenberg Matthew Hamilton 0.03% Reduce -1.1% 545 $149K
Federated Hermes, Inc. 0.00% Reduce -5.5% 538 $147K
Sentry Investment Management LLC 0.10% Reduce -23.3% 541 $145K
Medallion Wealth Advisors, LLC 0.05% No change 527 $144K
Key Financial Inc 0.03% No change 533 $143K
City Holding Co. 0.02% No change 522 $142K
Dynamic Wealth Strategies, LLC 0.09% Reduce -27.9% 521 $142K
Zions Bancorporation, National Association 0.01% Reduce -70.3% 518 $141K
Rothschild Investment LLC 0.01% Add +1.2% 504 $137K
Tortoise Investment Management, LLC 0.01% Add +0.2% 472 $129K
Boit C F David 0.06% No change 450 $123K
Archer Investment Corp 0.03% Reduce -6.0% 450 $123K
Bruce G. Allen Investments, LLC 0.09% Reduce -1.1% 449 $122K
Byrne Asset Management LLC 0.09% Reduce -0.5% 438 $119K
Pinnacle Bancorp, Inc. 0.03% Reduce -8.6% 417 $114K
Grove Bank & Trust 0.01% No change 417 $114K
Caldwell Sutter Capital, Inc. 0.05% Reduce -1.9% 414 $113K
Groupe la Francaise 0.00% Add +22.5% 490 $113K
VSM Wealth Advisory, LLC 0.04% No change 413 $113K
Foster Dykema Cabot & Partners, LLC 0.01% Add +1375.0% 413 $113K
Root Financial Partners, LLC 0.01% New 405 $111K
Hemington Wealth Management 0.01% Add +1.5% 405 $110K
Loomis Sayles & Co. L P 0.00% Reduce -14.0% 392 $107K
Avalon Trust Co 0.01% No change 390 $106K
Summit Securities Group LLC 0.03% Add +156.0% 384 $105K
West Branch Capital LLC 0.03% No change 382 $104K
Optimum Investment Advisors 0.04% No change 377 $103K
Rise Advisors, LLC 0.04% Add +44.0% 370 $101K
Webster Bank, N. A. 0.01% No change 364 $99K
Mb, Levis & Associates, LLC 0.04% No change 356 $97K
TFC Financial Management, Inc. 0.01% No change 348 $95K
Morton Brown Family Wealth, LLC 0.03% No change 341 $93K
Capula Management Ltd 0.00% Add +108.0% 337 $92K
Adirondack Trust Co. 0.03% No change 335 $91K
Mowery & Schoenfeld Wealth Management, LLC 0.15% Reduce -12.3% 329 $90K
Amplify Investments, LLC 2.23% Add +27.8% 322 $88K
SBI Securities Co., Ltd. 0.00% Reduce -7.7% 322 $88K
Friedenthal Financial 0.05% New 320 $87K
Strategic Wealth Partners, Ltd. 0.01% Reduce -28.7% 316 $86K
TruNorth Capital Management, LLC 0.02% No change 310 $85K
Pin Oak Investment Advisors Inc. 0.06% No change 309 $84K
Rialto Wealth Management, LLC 0.02% Add +0.3% 308 $84K
Cornerstone Planning Group LLC 0.01% Add +1557.5% 663 $84K
Bogart Wealth, LLC 0.00% Reduce -33.6% 306 $84K
Tripletail Wealth Management, LLC 0.10% New 306 $83K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +42.1% 304 $83K
Arlington Trust Co LLC 0.01% No change 300 $82K
Ramirez Asset Management, Inc. 0.01% No change 300 $82K
SOA Wealth Advisors, LLC. 0.01% Add +7.7% 294 $80K
Twin Lakes Capital Management, LLC 0.04% No change 289 $79K
Acadian Asset Management LLC 0.00% No change 288 $78K
Missouri Trust & Investment Co 0.02% No change 285 $78K
Bfsg, LLC 0.01% Reduce -3.5% 280 $76K
Salomon & Ludwin, LLC 0.01% Add +74.4% 279 $76K
AXS Investments LLC 0.02% New 277 $76K
Silvant Capital Management LLC 0.00% No change 277 $76K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 270 $74K
Hollencrest Capital Management 0.00% No change 259 $71K
Steigerwald, Gordon & Koch Inc. 0.01% New 254 $69K
Addison Advisors LLC 0.02% No change 252 $69K
Blume Capital Management, Inc. 0.01% No change 250 $68K
Vestor Capital, LLC 0.00% Reduce -99.9% 247 $67K
2UniFi Bank 0.03% No change 237 $65K
JFS Wealth Advisors, LLC 0.00% Reduce -0.8% 232 $63K
Deseret Mutual Benefit Administrators 0.03% No change 231 $63K
Ameriflex Group, Inc. 0.02% Add +62.6% 226 $62K
Evelyn Partners Investment Management (Europe) Ltd 0.02% Reduce -18.5% 220 $60K
First United Bank & Trust 0.02% No change 220 $60K
Sachetta, LLC 0.02% Add +3.3% 218 $59K
Ameritas Advisory Services, LLC 0.00% Reduce -68.2% 218 $59K
Wealth Preservation Advisors, LLC 0.03% No change 216 $59K
Itau Unibanco Holding S.A. 0.00% Reduce -41.0% 216 $59K
JNBA Financial Advisors 0.01% Add +250.8% 214 $58K
Exchange Traded Concepts, LLC 0.00% Reduce -69.8% 212 $58K
Manning & Napier Advisors LLC 0.00% New 208 $57K
Lowe Wealth Advisors, LLC 0.02% No change 200 $55K
Bank of New Hampshire 0.01% Reduce -11.5% 200 $55K
AlphaQuest LLC 0.00% New 199 $54K
Walleye Trading LLC 0.00% New 191 $52K
Hilltop National Bank 0.01% No change 191 $52K
Plante Moran Financial Advisors, LLC 0.00% No change 191 $52K
Investment Research & Advisory Group, Inc. 0.02% Add +0.5% 186 $52K
MTM Investment Management, LLC 0.02% No change 190 $52K
Nemes Rush Group LLC 0.01% Reduce -83.3% 186 $51K
TCTC Holdings, LLC 0.00% No change 170 $46K
Valued Wealth Advisors LLC 0.02% Reduce -3.4% 169 $46K
CGC Financial Services, LLC 0.01% No change 162 $44K
AXA Investment Managers S.A. 0.00% — 161 $44K
Transamerica Financial Advisors, LLC 0.00% Add +5266.7% 161 $44K
Proffitt & Goodson Inc. 0.01% No change 160 $44K
Mascoma Wealth Management LLC 0.01% Reduce -14.0% 160 $44K
Clear Investment Research, LLC 0.06% Add +20.4% 159 $43K
WPG Advisers, LLC 0.03% Add +0.7% 156 $43K
Golden State Wealth Management, LLC 0.00% Add +271.4% 156 $43K
CoreCap Advisors, LLC 0.00% Reduce -19.7% 151 $41K
Elevation Wealth Partners, LLC 0.01% Add +2.0% 150 $41K
Physician Wealth Advisors, Inc. 0.01% Reduce -16.8% 144 $39K
Westfuller Advisors, LLC 0.02% New 141 $38K
Financial Perspectives, Inc 0.01% No change 140 $38K
Newton One Investments LLC 0.01% Add +0.8% 133 $36K
First Community Trust NA 0.03% No change 130 $35K
Cetera Trust Company, N.A 0.02% No change 128 $35K
Solstein Capital, LLC 0.02% Reduce -23.6% 126 $34K
Ransom Advisory, Ltd 0.02% No change 125 $34K
Cloud Capital Management, LLC 0.02% New 128 $34K
Vermillion & White Wealth Management Group, LLC 0.02% No change 124 $34K
Hager Investment Management Services, LLC 0.02% No change 120 $33K
Sit Investment Associates Inc. 0.00% No change 116 $32K
Citizens National Bank Trust Department 0.01% No change 112 $31K
Toth Financial Advisory Corp. 0.00% Reduce -8.9% 112 $31K
Caitlin John, LLC 0.02% New 111 $30K
Matrix Trust Co 0.00% Add +14.7% 109 $30K
Financial Network Wealth Advisors LLC 0.03% No change 110 $30K
Boreal Capital Management LLC 0.03% No change 110 $30K
Financial Life Planners 0.02% New 110 $30K
Covestor Ltd 0.02% Reduce -74.5% 105 $29K
GW&K Investment Management, LLC 0.00% Reduce -1.8% 108 $29K
Abound Wealth Management 0.01% Add +292.3% 102 $28K
Westside Investment Management, Inc. 0.00% Reduce -2.9% 102 $27K
Kelly Lawrence W & Associates Inc. 0.01% No change 100 $27K
SWAN Capital LLC 0.01% No change 96 $26K
Holos Integrated Wealth LLC 0.02% No change 100 $26K
Cheviot Value Management, LLC 0.00% No change 100 $25K
Ogorek Anthony Joseph /NY/ 0.01% Add +1.1% 89 $24K
Wealth Watch Advisors, INC 0.01% New 87 $24K
Pittenger & Anderson Inc. 0.00% Reduce -18.1% 86 $23K
South Plains Financial, Inc. 0.01% Add +28.8% 85 $23K
Pension & Wealth Management Advisors, Inc. 0.01% New 84 $23K
Grey Fox Wealth Advisors, LLC 0.00% New 83 $23K
Scarborough Advisors, LLC 0.00% No change 83 $23K
Aspect Partners, LLC 0.01% No change 81 $22K
Crewe Advisors LLC 0.00% No change 76 $21K
Mark Sheptoff Financial Planning, LLC 0.01% No change 75 $20K
Main Street Group, LTD 0.01% No change 75 $20K
Bangor Savings Bank 0.00% No change 75 $20K
Sunbelt Securities, Inc. 0.00% Reduce -56.2% 74 $20K
Ulland Investment Advisors, LLC 0.02% No change 75 $20K
Financial Connections Group, Inc. 0.01% Reduce -31.8% 75 $20K
Edmond DE Rothschild Holding S.A. 0.00% No change 73 $20K
Caitong International Asset Management Co., Ltd 0.01% New 72 $20K
Fortitude Family Office, LLC 0.00% Reduce -2.9% 67 $18K
AdvisorNet Financial, Inc 0.00% Reduce -22.2% 63 $17K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 62 $17K
Vision Financial Markets LLC 0.01% No change 61 $17K
Orion Capital Management LLC 0.01% No change 61 $17K
Old Second National Bank of Aurora 0.00% Add +100.0% 60 $16K
Alerus Financial NA 0.00% No change 60 $16K
Steph & Co. 0.00% New 58 $16K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -23.0% 57 $16K
Roxbury Financial LLC 0.01% No change 56 $15K
Imprint Wealth LLC 0.05% — 54 $15K
High Note Wealth, LLC 0.00% Add +2.0% 52 $14K
Mountain Hill Investment Partners Corp. 0.01% New 50 $14K
Legacy Wealth Managment, LLC 0.01% No change 50 $14K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 50 $14K
NFJ Investment Group, LLC 0.00% Reduce -99.8% 50 $14K
Raleigh Capital Management Inc. 0.01% No change 49 $13K
Highline Wealth Partners LLC 0.00% No change 49 $13K
Howard Hughes Medical Institute 0.01% No change 48 $13K
Truvestments Capital LLC 0.00% Reduce -44.0% 47 $13K
Princeton Global Asset Management LLC 0.00% No change 47 $13K
North Capital, Inc. 0.01% Add +2.2% 46 $13K
Winch Advisory Services, LLC 0.00% No change 46 $12K
Activest Wealth Management 0.00% Add +7.1% 45 $12K
Pacifica Partners Inc. 0.00% Add +109.5% 44 $12K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.6% 40 $12K
Albion Financial Group 0.00% No change 43 $12K
Riverview Trust Co 0.01% No change 40 $11K
Battery Global Advisors, LLC 0.01% No change 39 $11K
Delta Asset Management LLC 0.00% No change 38 $10K
Barnes Dennig Private Wealth Management LLC 0.01% Reduce -27.4% 37 $10K
Bell Investment Advisors, Inc 0.00% Reduce -28.9% 37 $10K
Avion Wealth 0.00% Reduce -7.5% 37 $10K
TD Capital Management LLC 0.00% Add +2.8% 37 $10K
Vermillion Wealth Management, Inc. 0.00% No change 36 $10K
1248 Management, LLC 0.01% No change 36 $10K
Private Wealth Management Group, LLC 0.00% No change 36 $10K
Country Trust Bank 0.00% No change 36 $10K
JPL Wealth Management, LLC 0.00% New 34 $9K
Palisade Asset Management, LLC 0.00% New 34 $9K
Front Row Advisors LLC 0.00% No change 34 $9K
IMG Wealth Management, Inc. 0.01% No change 33 $9K
Raffa Wealth Management, LLC 0.00% Add +13.8% 33 $9K
Frazier Financial Advisors, LLC 0.00% No change 28 $8K
Centennial Bank 0.00% No change 28 $8K
Dogwood Wealth Management LLC 0.00% Add +3.9% 27 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 25 $7K
Global Wealth Strategies & Associates 0.00% New 24 $7K
Wolff Wiese Magana LLC 0.00% No change 24 $7K
HHM Wealth Advisors, LLC 0.00% Add +100.0% 24 $7K
Creative Capital Management Investments LLC 0.00% No change 24 $7K
Keener Financial Planning LLC 0.00% No change 24 $6K
Marquette Asset Management, LLC 0.00% New 22 $6K
Gould Capital, LLC 0.00% Reduce -50.0% 21 $6K
Bare Financial Services, Inc 0.00% Add +25.0% 20 $5K
Greykasell Wealth Strategies, Inc. 0.00% No change 20 $5K
Clark Wealth Partners 0.00% Add +100.0% 22 $5K
Hughes Financial Services, LLC 0.00% Reduce -32.3% 21 $5K
Aventus Investment Advisors, Inc. 0.00% No change 19 $5K
10Elms LLP 0.01% No change 18 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 17 $5K
Accredited Wealth Management, LLC 0.00% Add +25.0% 20 $4K
Binnacle Investments Inc 0.00% Add +700.0% 16 $4K
Minot DeBlois Advisors LLC 0.00% No change 15 $4K
Red Tortoise LLC 0.00% No change 15 $4K
First PREMIER Bank 0.00% No change 14 $4K
Penserra Capital Management LLC 0.00% Reduce -14.3% 18 $4K
First Financial Corp. 0.00% No change 14 $4K
Westend Capital Management, LLC 0.00% No change 14 $4K
Sittner & Nelson, LLC 0.00% Reduce -27.8% 13 $4K
Perkins Coie Trust Co 0.00% No change 13 $4K
Thompson Investment Management, Inc. 0.00% New 13 $4K
Glen Eagle Advisors, LLC 0.00% No change 12 $3K
Principia Wealth Advisory, LLC 0.00% Add +20.0% 12 $3K
Crowley Wealth Management, Inc. 0.00% No change 11 $3K
Delos Wealth Advisors, LLC 0.00% No change 11 $3K
Sawyer & Company, Inc 0.00% No change 12 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +57.1% 11 $3K
True Wealth Design, LLC 0.00% No change 10 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 10 $3K
FSA Wealth Management LLC 0.00% No change 9 $2K
Dunhill Financial, LLC 0.00% Reduce -27.3% 8 $2K
Hurley Capital, LLC 0.00% Add +60.0% 8 $2K
Armstrong Advisory Group, Inc. 0.00% No change 8 $2K
PayPay Securities Corp 0.08% Add +60.0% 8 $2K
American Capital Advisory, LLC 0.00% No change 7 $2K
Kilter Group LLC 0.00% No change 7 $2K
SJS Investment Consulting Inc. 0.00% No change 7 $2K
Essential Partners LLC 0.00% Add +20.0% 6 $2K
HFM Investment Advisors, LLC 0.00% Add +25.0% 5 $1K
Abich Financial Wealth Management LLC 0.00% — 5 $1K
Guerra Advisors Inc 0.00% New 5 $1K
Nvwm, LLC 0.00% Reduce -16.7% 5 $1K
North Star Investment Management Corp. 0.00% Add +66.7% 5 $1K
Trust Co 0.00% No change 5 $1K
Bellevue Asset Management, LLC 0.00% Add +25.0% 5 $1K
Sound Income Strategies, LLC 0.00% Reduce -85.3% 5 $1K
Stone House Investment Management, LLC 0.00% No change 5 $1K
Winnacle Wealth LLC 0.00% New 4 $1K
WealthCollab, LLC 0.00% No change 4 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 4 $1K
Seneschal Advisors, LLC 0.00% New 3 $819
Quaker Wealth Management, LLC 0.00% No change 3 $819
Richardson Financial Services Inc. 0.00% New 3 $818
Texas Capital Bancshares Inc 0.00% New 3 $818
PEAK6 LLC 0.00% New 2 $603
Redwood Park Advisors LLC 0.00% No change 2 $546
Davis Capital Management 0.00% — 2 $545
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 2 $545
Kozak & Associates, Inc. 0.00% Reduce -98.9% 2 $410
New Millennium Group LLC 0.00% Reduce -88.9% 1 $273
Rakuten Securities, Inc. 0.00% Reduce -88.9% 1 $273
Turning Point Benefit Group, Inc. 0.00% New 1 $268
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -100.0% 1 $157
Y.D. More Investments Ltd 0.00% Add +33.3% 20 $16

"% of holder's portfolio" is APD's weight in each manager's 13F, not the share of Air Products & Chemicals Inc. the manager owns.