American ExpressAXP

13F holders, Q1 2024 (March 31)
2,313holders
17famous investors
$227.44avg. 13F price*

At the end of Q1 2024, 2,313 institutions reported holding American Express Co. (AXP) in their 13F filings. The largest holders were Berkshire Hathaway ($34.5B), Vanguard Group Inc. ($10.3B) and BlackRock Inc. ($9.8B). 17 famous investors held it, including Guy Spier (18.3% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Warren Buffett (10.4% of Berkshire Hathaway's portfolio) and Bill Nygren (1.5% of Harris Associates (Oakmark Funds)'s portfolio).

Company
American Express Co.
Sector
Finance
CUSIP
025816109
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,313Q1 2024Q2 2024: 2,344Q2 2024Q3 2024: 2,455Q3 2024Q4 2024: 2,639Q4 2024Q1 2025: 2,624Q1 2025Q2 2025: 2,718Q2 2025Q3 2025: 2,756Q3 2025Q4 2025: 3,043Q4 2025Q1 2026: 2,910Q1 2026Q2 2026: 3,016Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions211$902.1M
Exits95$255.3M

Ownership 2,313 holders

Berkshire Hathaway 10.41% No change 151,610,700 $34.5B
Vanguard Group Inc. 0.20% Reduce -3.2% 45,153,718 $10.3B
BlackRock Inc. 0.23% Reduce -2.4% 43,068,975 $9.8B
State Street Corp. 0.30% Reduce -0.4% 29,575,170 $6.7B
Wellington Management Group LLP 0.89% Add +23.3% 22,020,862 $5.0B
JPMorgan Chase & Co. 0.33% Reduce -1.5% 16,110,223 $3.7B
Morgan Stanley 0.24% Reduce -2.2% 13,286,899 $3.0B
Bank of America Corp. 0.26% Reduce -7.9% 11,356,296 $2.6B
Geode Capital Management, LLC 0.24% Add +2.8% 11,229,493 $2.5B
Massachusetts Financial Services Co. 0.66% Reduce -7.1% 9,755,555 $2.2B
Fisher Asset Management 0.98% Reduce -5.8% 9,212,356 $2.1B
T. Rowe Price Associates Inc. 0.24% Add +8.5% 8,447,441 $1.9B
FMR LLC 0.12% Add +27.0% 8,105,367 $1.8B
Nuveen Asset Management, LLC 0.47% Reduce -1.4% 6,888,198 $1.6B
Northern Trust Corp. 0.24% Reduce -5.5% 6,225,667 $1.4B
Norges Bank 0.21% Add +0.3% 5,959,833 $1.4B
Invesco Ltd. 0.27% Reduce -6.5% 5,555,687 $1.3B
Artisan Partners Limited Partnership 1.61% Reduce -0.2% 4,846,409 $1.1B
Bank of New York Mellon Corp 0.21% Reduce -4.9% 4,809,725 $1.1B
Janus Henderson Group PLC 0.52% Reduce -1.6% 4,163,073 $947.9M
Legal & General Group Plc 0.27% Reduce -2.3% 4,112,230 $936.3M
Goldman Sachs Group Inc. 0.20% Add +7.6% 4,106,480 $935.0M
Lazard Asset Management LLC 1.22% Reduce -17.2% 4,075,388 $927.9M
Harris Associates (Oakmark Funds) 1.47% Reduce -20.4% 3,984,143 $907.1M
Charles Schwab Investment Management Inc. 0.20% Add +1.4% 3,892,166 $879.0M
Barclays PLC 0.38% Add +37.0% 3,680,266 $838.0M
Rothschild & Co Wealth Management UK Ltd 13.50% Add +0.3% 3,576,277 $814.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.28% Reduce -6.9% 3,439,869 $783.2M
Longview Partners (Guernsey) LTD 4.65% Reduce -2.8% 3,159,749 $719.4M
Dimensional Fund Advisors LP 0.18% Reduce -0.8% 2,943,662 $670.2M
UBS Group AG 0.21% Add +21.9% 2,782,499 $633.5M
First Eagle Investment Management, LLC 1.35% Add +0.1% 2,604,950 $593.1M
TD Asset Management Inc 0.55% Add +8.2% 2,595,370 $590.9M
HSBC Holdings PLC 0.38% Add +19.3% 2,365,299 $538.5M
Ameriprise Financial Inc. 0.14% Reduce -5.2% 2,277,020 $508.7M
Boston Partners 0.58% Add +22.2% 2,129,175 $485.5M
Amundi 0.20% Add +6.7% 2,120,130 $461.1M
Deutsche Bank AG 0.21% Reduce -1.2% 1,993,570 $453.9M
Alphinity Investment Management Pty Ltd 3.85% New 1,904,823 $433.7M
Alliancebernstein L.P. 0.15% Reduce -46.3% 1,867,233 $425.2M
Nordea Investment Management AB 0.48% Add +14.2% 1,798,742 $408.5M
Royal Bank of Canada 0.10% Reduce -7.9% 1,765,094 $401.9M
Smead Capital Management, Inc. 6.27% Add +4.7% 1,760,843 $400.9M
Swiss National Bank 0.28% Reduce -10.8% 1,745,979 $397.5M
D. E. Shaw & Co. 0.55% Add +44.7% 1,736,133 $395.3M
Sustainable Growth Advisers, LP 1.63% Reduce -3.4% 1,709,268 $389.2M
Sumitomo Mitsui Trust Group, Inc. 0.26% Reduce -5.5% 1,690,528 $384.9M
Wells Fargo & Company 0.10% Add +7.7% 1,661,443 $378.3M
Beutel, Goodman & Co Ltd. 1.64% Reduce -32.3% 1,399,340 $318.6M
Pictet Asset Management Holding SA 0.34% Reduce -1.1% 1,362,325 $310.2M
GMO 1.05% Add +8.0% 1,267,779 $288.7M
American Century Companies Inc. 0.18% Reduce -4.2% 1,251,356 $284.9M
Aberdeen Group plc 0.55% Add +3.8% 1,237,315 $281.7M
Schroder Investment Management Group 0.32% Add +16.4% 1,203,151 $273.9M
Barrow Hanley Mewhinney & Strauss LLC 0.92% Reduce -5.1% 1,196,935 $272.5M
KBC Group NV 0.85% Add +59.7% 1,171,109 $266.6M
Rhumbline Advisers 0.26% Reduce -1.1% 1,167,679 $265.9M
Credit Suisse AG/ 0.25% Reduce -9.3% 1,147,824 $261.3M
Corient Private Wealth LP 0.45% Reduce -5.4% 1,114,710 $253.8M
PNC Financial Services Group, Inc. 0.17% Add +5.3% 1,102,605 $251.1M
First Trust Advisors LP 0.25% Reduce -0.9% 1,099,227 $250.3M
Maj Invest Holding A/S 6.73% Reduce -10.8% 1,089,992 $248.2M
Epoch Investment Partners, Inc. 1.06% Add +9.1% 1,046,904 $238.4M
Bank of Montreal 0.07% Reduce -11.2% 1,041,285 $237.2M
California Public Employees Retirement System 0.17% Reduce -2.7% 1,039,843 $236.8M
BNP Paribas Financial Markets 0.29% Add +56.3% 1,026,341 $233.7M
National Pension Service 0.28% Reduce -0.1% 1,022,225 $232.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.32% Add +10.7% 1,019,004 $232.0M
Jane Street Group, LLC 0.29% Add +484.0% 994,795 $226.5M
Timucuan Asset Management Inc. 7.64% Add +1.6% 993,600 $226.2M
California State Teachers Retirement System 0.27% Reduce -4.6% 952,694 $216.9M
Citadel Advisors 0.21% Add +100.5% 921,320 $209.8M
Franklin Resources Inc. 0.07% Add +4.2% 898,053 $204.5M
W1M Investment Management Ltd 4.21% Reduce -0.7% 890,675 $202.8M
Canoe Financial LP 3.30% Reduce -0.9% 879,800 $200.3M
AXA S.A. 0.60% Reduce -0.6% 867,796 $197.6M
Troy Asset Management Ltd 5.82% Reduce -3.1% 844,856 $192.4M
Clearbridge Investments, LLC 0.15% Reduce -30.5% 831,031 $189.2M
Millennium Management 0.17% Add +207.8% 828,216 $188.6M
New York State Common Retirement Fund 0.25% Reduce -0.3% 824,490 $187.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.49% Add +140.3% 816,322 $185.9M
Natixis Advisors, LLC 0.42% Add +5.9% 796,914 $181.4M
Davis Selected Advisers 0.98% Reduce -15.2% 766,345 $174.5M
Gabelli Funds LLC 1.28% Reduce -6.1% 751,300 $171.1M
Blair William & Co. 0.52% Add +2.6% 729,402 $166.1M
Envestnet Asset Management Inc. 0.06% Add +0.7% 703,140 $160.1M
Canada Pension Plan Investment Board 0.16% Reduce -11.8% 677,343 $154.2M
NorthCoast Asset Management LLC 1.96% Add +0.1% 675,079 $153.7M
King Luther Capital Management Corp. 0.70% Reduce -1.4% 674,749 $153.6M
Raymond James & Associates 0.10% Add +0.9% 653,725 $148.8M
Principal Financial Group Inc. 0.09% Reduce -0.8% 638,928 $145.5M
Macquarie Group Ltd. 0.16% Add +14.9% 723,878 $142.1M
Douglas Lane & Associates, LLC 1.98% Reduce -2.5% 616,314 $140.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.16% Add +730.4% 611,313 $139.2M
GAMCO Investors 1.40% Reduce -3.8% 607,388 $138.3M
Korea Investment CORP 0.34% Reduce -5.8% 590,288 $134.4M
Victory Capital Management Inc. 0.13% Reduce -15.2% 588,031 $133.9M
New York State Teachers Retirement System 0.28% Reduce -2.7% 583,198 $132.8M
State of Wisconsin Investment Board 0.34% Reduce -35.5% 563,201 $128.2M
Russell Investments Group, Ltd. 0.20% Add +6.4% 562,546 $128.1M
LPL Financial LLC 0.07% Add +5.2% 560,594 $127.6M
Los Angeles Capital Management LLC 0.44% Add +190.0% 560,539 $127.6M
Stifel Financial Corp. 0.15% Add +2.7% 560,437 $127.6M
Rockefeller Capital Management L.P. 0.37% Reduce -9.6% 551,785 $125.6M
First Manhattan Co. Llc. 0.41% Reduce -1.7% 549,044 $125.0M
HighTower Advisors, LLC 0.20% Reduce -1.2% 544,475 $124.0M
Clark Capital Management Group, Inc. 0.92% Add +15.7% 544,367 $123.9M
Squarepoint Ops LLC 0.52% Add +10.0% 543,861 $123.8M
Adage Capital Partners Gp, L.L.C. 0.23% Reduce -4.3% 525,288 $119.6M
Parnassus Investments, LLC 0.25% Reduce -12.6% 523,281 $119.1M
Brown Advisory Inc. 0.15% Reduce -17.9% 507,582 $115.6M
Allianz Asset Management GmbH 0.20% Add +12.3% 506,837 $115.4M
M&G PLC 0.80% — 504,340 $115.0M
Thrivent Financial for Lutherans 0.23% Reduce -17.9% 501,033 $114.1M
State Board of Administration of Florida Retirement System 0.26% Add +9.6% 681,043 $112.3M
Markel Group 1.09% No change 484,250 $110.3M
Retirement Systems of Alabama 0.42% Reduce -0.1% 479,517 $109.2M
Focused Investors Fund L P 3.36% — 471,600 $107.4M
Focused Investors LLC 3.36% Reduce -5.5% 471,600 $107.4M
SG Americas Securities, LLC 0.56% Add +308.6% 470,655 $107.2M
Cacti Asset Management LLC 8.14% Reduce -2.2% 428,186 $102.0M
Danske Bank A/S 0.32% — 446,343 $101.6M
US Bancorp \de 0.14% Reduce -1.1% 446,003 $101.6M
Manufacturers Life Insurance Company, The 0.09% Reduce -6.6% 445,035 $101.3M
Prudential Financial Inc. 0.14% Reduce -44.0% 442,660 $100.8M
Mitsubishi UFJ Trust & Banking Corp 0.23% Reduce -6.7% 439,933 $100.2M
Healthcare of Ontario Pension Plan Trust Fund 0.35% Add +128.9% 432,690 $98.5M
Dodge & Cox 0.06% Reduce -1.3% 428,616 $97.6M
Swedbank AB 0.14% Reduce -0.3% 425,768 $96.9M
Citigroup Inc. 0.10% Add +13.2% 418,475 $95.3M
Chevy Chase Trust Holdings, LLC 0.31% Add +24.6% 411,119 $93.6M
CI Investments Inc. 0.36% Reduce -40.6% 399,860 $91.0M
Crawford Investment Counsel Inc. 1.69% Reduce -4.0% 398,686 $90.8M
Ensign Peak Advisors, Inc 0.16% Add +10.6% 396,600 $90.3M
Heard Capital LLC 5.65% Reduce -12.4% 395,235 $90.0M
Storebrand Asset Management As 0.30% Reduce -3.4% 390,927 $89.0M
Employees Retirement System of Texas 0.97% No change 388,000 $88.3M
Brandywine Global Investment Management, LLC 0.62% Reduce -0.7% 376,812 $85.8M
Beck Mack & Oliver LLC 1.71% Add +6.2% 370,330 $84.3M
AMF Tjanstepension AB 0.64% Add +5.3% 369,741 $84.2M
Toronto Dominion Bank 0.13% Reduce -2.7% 364,063 $82.9M
STRS Ohio 0.33% Reduce -2.4% 363,301 $82.7M
Neuberger Berman Group LLC 0.07% Add +0.7% 352,534 $80.3M
Equity Investment Corp. 1.97% Reduce -29.4% 346,419 $78.9M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -22.1% 344,944 $78.5M
Bowen Hanes & Co. Inc. 2.24% Reduce -0.6% 344,310 $78.4M
HRT Financial LP 0.48% Add +1051.3% 344,104 $78.3M
Candriam S.C.A. 0.50% Reduce -7.2% 343,617 $78.2M
Glenmede Trust Co. NA 0.39% Reduce -1.8% 339,558 $77.3M
Great Lakes Advisors, LLC 0.66% Reduce -1.3% 339,401 $77.3M
State of New Jersey Common Pension Fund D 0.23% Reduce -5.6% 337,718 $76.9M
Keybank National Association 0.30% Add +7.7% 319,698 $72.8M
Asset Management One Co., Ltd. 0.28% Reduce -5.5% 317,842 $72.4M
Wealth Enhancement Advisory Services, LLC 0.18% Reduce -2.5% 312,830 $71.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.25% Reduce -4.1% 307,751 $70.1M
Hosking Partners LLP 2.57% Reduce -0.3% 306,401 $69.8M
Aviva PLC 0.23% Add +8.7% 303,449 $69.1M
Robeco Institutional Asset Management B.V. 0.15% Add +106.3% 301,361 $68.6M
Sei Investments Co. 0.10% Add +9.1% 300,315 $68.4M
Atalanta Sosnoff Capital, LLC 1.57% Reduce -0.1% 298,062 $67.9M
Public Employees Retirement System of Ohio 0.27% Reduce -0.1% 297,905 $67.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.84% Add +4.8% 296,223 $67.4M
Treasurer of the State of North Carolina 0.30% Add +4.3% 295,675 $67.3M
Cambiar Investors LLC 2.45% Reduce -9.2% 289,113 $65.8M
Commonwealth Equity Services, LLC 0.11% Add +7.2% 284,962 $64.9M
Lord, Abbett & Co. LLC 0.21% Add +49.0% 279,106 $63.5M
Fayez Sarofim & Co 0.19% Add +2.8% 274,048 $62.4M
Southpoint Capital Advisors LP 1.22% New 270,000 $61.5M
Cibc World Market Inc. 0.16% Add +37.0% 267,144 $60.8M
Vaughan David Investments LLC 1.50% Reduce -0.3% 264,495 $60.2M
State of Tennessee, Department of Treasury 0.22% Reduce -21.2% 263,790 $60.1M
Qube Research & Technologies Ltd 0.11% Reduce -46.8% 260,344 $59.3M
Schwerin Boyle Capital Management Inc. 5.88% Reduce -0.4% 259,794 $59.2M
Voya Investment Management LLC 0.07% Reduce -62.0% 256,210 $58.3M
Cornerstone Investment Partners, LLC 2.82% Add +0.3% 253,698 $57.8M
Cibc World Markets Corp. 0.38% Add +74.6% 252,825 $57.6M
Susquehanna International Group, LLP 0.09% Add +2.4% 251,515 $57.3M
Truist Financial Corp. 0.09% Reduce -1.3% 250,915 $57.1M
Nisa Investment Advisors, LLC 0.37% Add +0.1% 249,910 $56.9M
Public Sector Pension Investment Board 0.41% Reduce -0.1% 249,117 $56.7M
Nomura Asset Management Co. Ltd. 0.20% Add +1.1% 240,729 $54.8M
Mn Services Vermogensbeheer B.V. 0.39% Reduce -20.9% 235,712 $53.7M
Mairs & Power Inc. 0.52% Reduce -2.9% 234,619 $53.4M
Nomura Holdings Inc. 0.43% Reduce -17.5% 231,389 $52.7M
Royal London Asset Management Ltd. 0.13% Reduce -1.9% 230,699 $52.5M
Boston Trust Walden Corp 0.37% Reduce -3.5% 229,509 $52.3M
Clarkston Capital Partners, LLC 0.92% Reduce -6.5% 229,498 $52.3M
Teachers Retirement System of the State of Kentucky 0.45% Reduce -7.8% 219,594 $50.0M
Caisse de depot et placement du Quebec 0.12% Add +46.3% 215,686 $49.1M
CIBC Private Wealth Group LLC 0.10% Reduce -1.4% 214,754 $48.9M
Calamos Advisors LLC 0.35% Reduce -26.7% 213,484 $48.6M
Man Group plc 0.13% Reduce -30.2% 210,575 $47.9M
Aquamarine Capital (Aquamarine Zurich) 18.25% No change 210,000 $47.8M
ProShare Advisors LLC 0.13% Reduce -18.8% 208,250 $47.4M
Renaissance Technologies 0.07% New 207,993 $47.4M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -1.5% 206,996 $47.1M
Flossbach Von Storch SE 0.20% Reduce -1.9% 205,226 $46.7M
Border to Coast Pensions Partnership Ltd 1.04% No change 204,899 $46.6M
Worldquant Millennium Advisors LLC 0.57% Add +666.4% 203,766 $46.4M
Rafferty Asset Management, LLC 0.17% Reduce -1.4% 201,149 $45.8M
Central Securities Corp 4.60% Reduce -13.0% 200,000 $45.5M
Alberta Investment Management Corp 0.48% Reduce -16.7% 199,500 $45.4M
Allianz SE 1.43% — 198,754 $45.3M
Teacher Retirement System of Texas 0.29% Reduce -11.7% 197,305 $44.9M
Global Frontier Investments LLC 13.15% No change 197,215 $44.9M
Resona Asset Management Co.,Ltd. 0.27% — 196,839 $44.8M
Ninety One UK Ltd 0.13% Reduce -3.7% 196,550 $44.8M
Cohen Klingenstein LLC 1.66% Reduce -0.7% 195,741 $44.6M
Handelsbanken Fonder AB 0.19% Add +9.8% 194,203 $44.2M
Raymond James Financial Services Advisors, Inc. 0.07% Add +9.1% 194,016 $44.2M
Martingale Asset Management L P 0.87% Reduce -6.7% 192,575 $43.8M
Walleye Trading LLC 0.71% Add +124.6% 191,422 $43.6M
Pinnacle Associates Ltd. 0.68% Reduce -1.4% 190,095 $43.3M
Degroof Petercam Asset Management 0.52% Reduce -4.0% 189,350 $43.1M
Osaic Holdings, Inc. 0.10% Reduce -27.8% 188,753 $43.0M
Walleye Capital LLC 0.51% Reduce -2.1% 187,808 $42.8M
Todd Asset Management LLC 0.87% Reduce -7.4% 187,589 $42.7M
American International Group, Inc. 0.15% Reduce -1.9% 186,721 $42.5M
Roffman Miller Associates Inc. 2.83% Reduce -3.4% 185,808 $42.3M
Rheos Capital Works Inc. 2.01% Add +55.2% 184,700 $42.1M
Fifth Third Bancorp 0.16% Reduce -9.3% 183,442 $41.8M
Aureus Asset Management, LLC 2.82% Reduce -0.4% 181,412 $41.3M
Zacks Investment Management 0.44% Add +8.7% 180,745 $41.2M
Heritage Investors Management Corp. 1.44% Reduce -3.6% 179,068 $40.8M
ZWJ Investment Counsel Inc. 1.85% Reduce -0.8% 178,696 $40.7M
Janney Montgomery Scott LLC 0.12% Reduce -0.4% 177,563 $40.4M
Johnson Investment Counsel Inc. 0.44% Reduce -6.5% 177,018 $40.3M
M&T Bank Corp 0.14% Add +14.2% 176,209 $40.1M
Forsta Ap-Fonden 0.34% Add +1.4% 175,400 $39.9M
Cambridge Trust Co. 1.51% Add +3.8% 174,861 $39.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.45% Add +1.4% 173,138 $39.3M
Arizona State Retirement System 0.26% Reduce -5.0% 167,301 $38.1M
Twin Tree Management, LP 0.86% Add +47.1% 166,795 $38.0M
Pensioenfonds Rail & Ov 2.76% Reduce -38.0% 166,757 $38.0M
Dundas Partners LLP 2.98% No change 166,000 $37.8M
Cetera Investment Advisers 0.09% Add +219.4% 164,861 $37.5M
Pinnacle Financial Partners Inc 0.80% Add +1.2% 163,006 $37.1M
Barr E S & Co. 2.41% Reduce -4.4% 162,608 $37.0M
Iron Gate Global Advisors LLC 6.71% Reduce -1.4% 162,167 $37.0M
J. L. Bainbridge & Co., Inc. 3.90% Reduce -0.6% 160,792 $36.6M
APG Asset Management N.V. 0.06% Reduce -1.0% 173,599 $36.6M
Prana Capital Management, LP 1.61% Add +100.6% 157,923 $36.0M
Parallax Volatility Advisers, L.P. 1.19% Add +41.5% 157,882 $35.9M
Focus Partners Wealth 0.29% Add +28.4% 157,767 $35.9M
Comerica Bank 0.15% Reduce -4.1% 156,911 $35.7M
State of Michigan Retirement System 0.19% Reduce -0.6% 156,677 $35.7M
DekaBank Deutsche Girozentrale 0.07% Add +0.5% 154,441 $35.2M
Williams Jones Wealth Management, LLC. 0.44% Reduce -0.5% 152,255 $34.7M
Artemis Investment Management LLP 0.45% New 152,025 $34.6M
Baird Financial Group, Inc. 0.07% Reduce -12.7% 151,058 $34.4M
Federation des caisses Desjardins du Quebec 0.24% Reduce -2.9% 163,793 $33.5M
Cullen/Frost Bankers, Inc. 0.49% Reduce -0.9% 146,270 $33.3M
Huntington National Bank 0.36% Reduce -9.2% 146,249 $33.3M
Varma Mutual Pension Insurance Co 0.29% New 146,100 $33.3M
Captrust Financial Advisors 0.12% Reduce -20.6% 146,077 $33.3M
Mediolanum International Funds Ltd 0.54% — 145,682 $33.2M
Creative Planning 0.04% Add +5.2% 145,475 $33.1M
Douglass Winthrop Advisors, LLC 0.68% Reduce -0.3% 145,100 $33.0M
Advisors Asset Management, Inc. 0.63% Add +0.3% 144,947 $33.0M
Regions Financial Corp. 0.25% Reduce -3.3% 142,178 $32.4M
MetLife Investment Management, LLC 0.22% Reduce -3.9% 141,930 $32.3M
Country Trust Bank 0.84% Reduce -12.9% 141,853 $32.3M
Cerity Partners LLC 0.09% Reduce -66.1% 140,929 $32.2M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +10.1% 168,981 $32.2M
Daiwa Securities Group Inc. 0.18% Add +0.3% 135,838 $30.9M
National Bank of Canada 0.05% Reduce -84.8% 126,900 $30.7M
Freedom Together Foundation 3.33% No change 133,851 $30.5M
Schaper Benz & Wise Investment Counsel Inc. 2.54% Reduce -1.3% 133,415 $30.4M
Bradley Foster & Sargent Inc. 0.55% Reduce -1.9% 133,111 $30.3M
Commerce Bank 0.20% Reduce -1.4% 131,889 $30.0M
Destination Wealth Management 1.00% Reduce -1.9% 131,597 $30.0M
Mariner, LLC 0.06% Add +10.6% 131,400 $29.9M
Edgar Lomax Co. 1.83% Reduce -24.6% 130,005 $29.6M
DNB Asset Management AS 0.15% Reduce -20.1% 129,664 $29.5M
Mill Capital Management, LLC 2.42% Reduce -0.1% 127,362 $29.0M
Stewart & Patten Co. LLC 4.32% Reduce -2.6% 126,870 $28.9M
Greatmark Investment Partners, Inc. 4.11% Reduce -0.9% 126,369 $28.8M
United Capital Financial Advisors, LLC 0.24% Reduce -2.1% 126,108 $28.7M
USS Investment Management Ltd 0.24% Add +2.3% 125,638 $28.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Reduce -0.4% 125,539 $28.6M
Franklin Street Advisors Inc. 2.06% Reduce -8.7% 122,548 $27.9M
IFM Investors Pty Ltd 0.30% Reduce -2.9% 122,196 $27.8M
Amalgamated Bank 0.24% Reduce -15.2% 121,508 $27.7M
Zurich Insurance Group Ltd 0.25% New 120,702 $27.5M
Skandinaviska Enskilda Banken AB (publ) 0.13% Reduce -1.1% 119,808 $27.1M
Texas Permanent School Fund Corp. 0.21% Reduce -0.6% 118,181 $26.9M
Clifford Swan Investment Counsel LLC 0.99% Reduce -2.9% 117,577 $26.8M
Dana Investment Advisors, Inc. 0.89% Reduce -6.8% 117,439 $26.7M
Chilton Capital Management LLC 1.27% Reduce -0.6% 117,367 $26.7M
Foster Dykema Cabot & Partners, LLC 2.49% Reduce -2.0% 117,240 $26.7M
Pathstone Holdings, LLC 0.12% Add +9.4% 115,893 $26.4M
Maple Capital Management, Inc. 2.39% Add +2.3% 115,541 $26.3M
Bank of Nova Scotia 0.05% Reduce -81.1% 113,932 $25.9M
Danica Pension, Livsforsikringsaktieselskab 0.57% — 113,539 $25.9M
Smith Group Asset Management, LLC 1.48% Add +12.8% 113,520 $25.8M
Equitable Trust Co. 1.78% Reduce -7.2% 112,658 $25.7M
Factory Mutual Insurance Co. 0.29% Reduce -3.3% 112,100 $25.5M
Braun Stacey Associates Inc. 0.99% Reduce -3.8% 110,419 $25.1M
Tweedy, Browne Co LLC 1.17% Reduce -0.6% 109,209 $24.9M
Thomasville National Bank 2.04% Add +3.4% 108,579 $24.7M
CIBC Asset Management Inc 0.08% Reduce -8.7% 107,186 $24.4M
Capital Investment Advisors, LLC 0.57% Reduce -12.9% 106,787 $24.3M
Two Sigma Investments, LP 0.06% Reduce -38.3% 105,932 $24.1M
Quilter Plc 0.57% New 105,071 $23.9M
Paralel Advisors LLC 1.10% No change 105,000 $23.9M
Bartlett & Co. Wealth Management LLC 0.36% Add +1.0% 102,846 $23.4M
NorthCrest Asset Manangement, LLC 0.79% Reduce -1.7% 101,377 $23.1M
Bragg Financial Advisors, Inc 1.03% Reduce -1.6% 101,104 $23.0M
Utah Retirement Systems 0.27% No change 100,622 $22.9M
Czech National Bank 0.30% Reduce -0.2% 100,619 $22.9M
Xponance LLC 0.24% Add +3.8% 99,508 $22.7M
Noesis Capital Mangement Corp. 5.03% Reduce -3.4% 99,401 $22.6M
Coulter & Justus Financial Services, LLC 5.03% New 99,401 $22.6M
Henshaw Capital LLC 1.05% No change 98,305 $22.4M
Cobblestone Capital Advisors LLC 1.41% Reduce -0.7% 98,303 $22.4M
Klingenstein Fields & Co. LP 0.92% Reduce -3.6% 97,511 $22.2M
MML Investors Services, LLC 0.09% Add +2.2% 97,075 $22.1M
Penserra Capital Management LLC 0.28% Add +1508.6% 97,031 $22.1M
Steward Partners Investment Advisory, LLC 0.24% Reduce -4.0% 96,794 $22.0M
Investment House LLC 1.30% Add +6.4% 96,774 $22.0M
Orion Porfolio Solutions, LLC 0.23% Reduce -5.7% 95,550 $21.8M
Orion Portfolio Solutions, LLC 0.23% Reduce -5.7% 95,550 $21.8M
Chesley Taft & Associates LLC 1.10% Reduce -0.2% 94,555 $21.5M
United Services Automobile Association 0.53% Reduce -18.8% 94,538 $21.5M
Fiduciary Trust Co 0.32% Add +1.7% 90,914 $20.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% Reduce -7.7% 90,563 $20.6M
Trexquant Investment LP 0.41% New 90,539 $20.6M
Lone Peak Global Investors LLC 5.17% Add +2.7% 89,324 $20.3M
Welch & Forbes LLC 0.28% Reduce -0.9% 89,063 $20.3M
Cambridge Investment Research Advisors, Inc. 0.08% Add +11.5% 88,161 $20.1M
New York Life Investment Management LLC 0.20% Reduce -3.9% 87,262 $19.9M
UniSuper Management Pty Ltd 0.19% Add +1645.0% 87,147 $19.8M
Citizens Financial Group Inc. 0.64% Reduce -3.5% 84,089 $19.1M
LVM Capital Management Ltd. 2.26% Add +1.8% 83,939 $19.1M
HM Payson & Co. 0.35% Reduce -0.3% 83,459 $19.0M
Cresset Asset Management, LLC 0.09% Add +13.6% 83,335 $19.0M
Public Employees Retirement Association of Colorado 0.08% Reduce -11.3% 83,130 $18.9M
AQR Capital Management 0.03% Reduce -60.1% 83,261 $18.9M
Yousif Capital Management, LLC 0.21% Reduce -2.7% 82,695 $18.8M
Beacon Pointe Advisors, LLC 0.21% Add +26.1% 82,389 $18.8M
Voloridge Investment Management, LLC 0.07% New 82,133 $18.7M
Baxter Bros Inc. 2.37% Add +0.2% 81,297 $18.5M
Vest Financial, LLC 0.49% Add +16.4% 81,182 $18.5M
Founders Capital Management, LLC 3.42% Reduce -1.9% 80,468 $18.3M
Abner Herrman & Brock LLC 2.28% Reduce -1.8% 80,334 $18.3M
CANADA LIFE ASSURANCE Co 0.04% Reduce -2.2% 78,100 $17.8M
Abn Amro Investment Solutions 0.30% Reduce -29.7% 76,738 $17.5M
Mutual of America Capital Management LLC 0.18% Reduce -2.7% 74,976 $17.1M
Holowesko Partners Ltd. 6.91% No change 74,200 $16.9M
Gradient Investments LLC 0.39% Reduce -24.4% 74,182 $16.9M
Marco Investment Management LLC 1.59% Add +0.2% 74,134 $16.9M
Swiss Life Asset Management Ltd 0.23% Reduce -50.9% 74,098 $16.9M
Mesirow Financial Investment Management, Inc. 0.38% Add +5.1% 72,798 $16.6M
Whittier Trust Co. 0.24% Reduce -2.8% 71,961 $16.4M
Crossmark Global Holdings, Inc. 0.32% Reduce -3.8% 71,847 $16.4M
B. Metzler seel. Sohn & Co. AG 0.18% Add +16.2% 71,683 $16.3M
Banco Santander, S.A. 0.20% Add +1.4% 71,494 $16.3M
Drexel Morgan & Co. 3.32% No change 70,918 $16.1M
Lido Advisors, LLC 0.14% Add +4.9% 70,488 $16.0M
State of Alaska, Department of Revenue 0.18% Reduce -4.4% 70,396 $16.0M
QRG Capital Management, Inc. 0.20% Add +7.1% 69,887 $15.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Reduce -3.1% 69,840 $15.9M
Van Lanschot Kempen Investment Management N.V. 0.20% Reduce -4.6% 69,755 $15.9M
Parthenon LLC 2.01% Reduce -0.2% 69,554 $15.8M
Ethic Inc. 0.40% Add +4.8% 69,362 $15.8M
Prudential PLC 0.13% Add +50.4% 69,316 $15.8M
Allen Mooney & Barnes Investment Advisors LLC 3.02% Reduce -0.2% 72,128 $15.7M
Nissay Asset Management Corp. /Japan 0.11% Reduce -4.8% 68,242 $15.5M
LBP Am SA 0.62% Add +33.8% 68,040 $15.5M
Castleark Management LLC 0.64% Add +2441.1% 67,975 $15.5M
Sheaff Brock Investment Advisors, LLC 1.23% Add +396.2% 67,657 $15.4M
Cullinan Associates Inc. 0.86% Reduce -38.5% 67,649 $15.4M
Willis Investment Counsel 1.06% Add +0.7% 67,416 $15.3M
Private Management Group Inc. 0.58% Reduce -47.4% 67,055 $15.3M
Hancock Whitney Corp. 0.53% Add +5.6% 67,018 $15.3M
Eagle Global Advisors LLC 0.85% Reduce -0.3% 66,247 $15.1M
MAI Capital Management 0.16% Add +68.2% 66,040 $15.0M
Wesleyan Assurance Society 1.33% Reduce -5.6% 65,900 $15.0M
Taurus Asset Management, LLC 1.52% Reduce -1.2% 65,709 $15.0M
GM Advisory Group, LLC 1.05% Add +0.0% 65,463 $14.9M
Hamilton Point Investment Advisors, LLC 2.91% Reduce -2.6% 65,358 $14.9M
Tower Research Capital LLC (TRC) 0.36% Reduce -32.4% 65,201 $14.8M
Torray Investment Partners LLC 2.22% Reduce -12.4% 65,025 $14.8M
Payden & Rygel Investment Group 1.01% — 65,000 $14.8M
Payden & Rygel 1.01% Add +0.5% 65,000 $14.8M
Shayne & Jacobs, LLC 3.98% Reduce -0.5% 64,302 $14.6M
Holocene Advisors, LP 0.05% Reduce -94.8% 63,794 $14.5M
Diversified Trust Co. 0.42% Reduce -13.2% 61,825 $14.1M
Brookstone Capital Management 0.25% Add +12.3% 61,698 $14.0M
Silvercrest Asset Management Group LLC 0.10% Add +8.1% 61,694 $14.0M
Sprucegrove Investment Management Ltd. 0.57% Add +10.2% 61,597 $14.0M
Assetmark, Inc. 0.05% Add +17.1% 61,562 $14.0M
NewEdge Advisors, LLC 0.12% Add +12.7% 61,508 $14.0M
Choate Investment Advisors 0.37% Add +0.3% 61,036 $13.9M
Prime Capital Investment Advisors, LLC 0.19% Add +12.8% 60,390 $13.8M
Vanguard Personalized Indexing Management, LLC 0.29% Add +10.1% 60,149 $13.7M
Foyston, Gordon & Payne Inc 3.30% Reduce -3.3% 60,120 $13.7M
Mackenzie Financial Corp. 0.02% Add +5.9% 60,094 $13.7M
TD Waterhouse Canada Inc. 0.10% New 58,451 $13.6M
Matthew Goff Investment Advisor, LLC 2.75% Add +0.8% 59,597 $13.6M
Narwhal Capital Management 1.32% Reduce -14.2% 59,223 $13.5M
Kestra Advisory Services, LLC 0.09% Add +10.8% 59,207 $13.5M
Vontobel Holding Ltd. 0.11% Reduce -11.6% 58,992 $13.4M
DAVENPORT & Co LLC 0.08% Add +3.2% 58,938 $13.4M
Wealthfront Advisers LLC 0.05% Add +2.9% 58,866 $13.4M
GHP Investment Advisors, Inc. 0.66% Reduce -0.8% 58,670 $13.4M
Seizert Capital Partners, LLC 0.61% Add +0.6% 58,387 $13.3M
Peapack Gladstone Financial Corp. 0.21% Add +1.6% 58,143 $13.2M
Daiichi Life Insurance Co., Ltd. 0.30% Reduce -9.4% 58,140 $13.2M
Knights of Columbus Asset Advisors LLC 0.96% Add +53.4% 58,069 $13.2M
Galvin, Gaustad & Stein, LLC 1.23% Add +4291.2% 58,008 $13.2M
Ofi Invest Asset Management 0.36% Add +8.6% 62,464 $13.2M
Northwest & Ethical Investments L.P. 0.38% Reduce -5.5% 57,825 $13.2M
Rice Partnership, LLC 3.09% Reduce -0.2% 57,522 $13.1M
Carret Asset Management, LLC 1.54% Reduce -1.0% 57,519 $13.1M
Tocqueville Asset Management L.P. 0.21% Add +0.9% 57,202 $13.0M
Griffin Asset Management, Inc. 1.55% Reduce -1.6% 57,135 $13.0M
Meitav Investment House Ltd. 0.25% Add +11.1% 55,684 $12.7M
HB Wealth Management, LLC 0.16% Add +3.6% 55,491 $12.6M
Marsico Capital Management LLC 0.41% No change 54,925 $12.5M
Perigon Wealth Management, LLC 0.38% Reduce -4.0% 54,662 $12.4M
Atria Wealth Solutions, Inc. 0.14% Add +6.6% 54,573 $12.4M
PGGM Investments 0.18% Add +57.1% 54,448 $12.4M
Private Advisor Group, LLC 0.09% Add +2.7% 54,373 $12.4M
O'shaughnessy Asset Management, LLC 0.14% Add +33.1% 54,318 $12.4M
Boston Common Asset Management, LLC 0.29% Reduce -46.9% 54,040 $12.3M
2Xideas AG 1.50% Reduce -26.0% 53,780 $12.2M
PEAK6 Investments LLC 0.59% Add +469.0% 53,497 $12.2M
Polar Capital Holdings Plc 0.06% Reduce -0.8% 53,438 $12.2M
Argent Trust Co 0.55% Add +5.4% 53,435 $12.2M
Elo Mutual Pension Insurance Co 0.28% Reduce -2.5% 53,269 $12.1M
Allspring Global Investments Holdings, LLC 0.02% Reduce -2.9% 52,723 $12.0M
Sandy Spring Bank 0.55% Reduce -5.0% 52,600 $12.0M
GDS Wealth Management 1.40% Add +11.6% 52,529 $12.0M
Anchor Capital Advisors LLC 0.31% Reduce -15.0% 52,508 $12.0M
Atria Investments, Inc 0.16% Add +6.3% 52,317 $11.9M
Eagle Rock Investment Company, LLC 2.20% Reduce -4.2% 52,103 $11.9M
Calamos Wealth Management LLC 0.68% Reduce -16.3% 51,816 $11.8M
Hi-Line Capital Management, LLC 4.15% Add +1.4% 51,349 $11.7M
Orange Investment Advisors, Inc. 1.40% Add +32.9% 51,206 $11.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.36% Add +1.1% 51,160 $11.6M
Oppenheimer & Co. Inc. 0.19% Add +8.0% 50,875 $11.6M
Andra AP-fonden 0.21% New 50,848 $11.6M
Perennial Advisors, LLC 2.69% Reduce -2.3% 50,684 $11.5M
Redwood Grove Capital, LLC 3.59% Reduce -10.1% 50,659 $11.5M
Chemistry Wealth Management LLC 3.10% Add +127.2% 50,547 $11.5M
Kiltearn Partners LLP 1.06% Reduce -56.1% 50,523 $11.5M
Sky Investment Group LLC 2.24% Reduce -1.1% 50,094 $11.4M
Gulf International Bank (UK) Ltd 0.28% Reduce -4.5% 49,568 $11.3M
Van Eck Associates Corp. 0.02% Reduce -7.2% 49,274 $11.2M
Two Sigma Securities, LLC 0.54% Add +100.5% 49,095 $11.2M
Oregon Public Employees Retirement Fund 0.22% Add +8.9% 48,919 $11.1M
Stanley Capital Management, LLC 2.76% No change 48,830 $11.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.25% Reduce -0.6% 48,450 $11.0M
Federated Hermes, Inc. 0.03% Reduce -8.1% 47,694 $10.9M
Banyan Capital Management, Inc. 6.14% Reduce -24.7% 47,550 $10.8M
Neville Rodie & Shaw Inc. 0.82% Reduce -1.2% 46,947 $10.7M
Seaview Investment Managers LLC 3.20% Reduce -0.4% 46,720 $10.6M
Illinois Municipal Retirement Fund 0.16% No change 45,824 $10.4M
Sienna Gestion 0.89% — 45,491 $10.4M
Martin Investment Management, LLC 2.54% Reduce -1.3% 45,433 $10.3M
Financial Avengers, Inc. 5.41% Add +1.2% 44,756 $10.2M
UMB Bank, n.a. 0.16% Reduce -73.0% 43,929 $10.0M
Kintegral Advisory, LLC 0.99% Reduce -0.3% 43,659 $9.9M
Kentucky Retirement Systems 0.30% Reduce -5.7% 43,429 $9.9M
Maryland State Retirement & Pension System 0.20% Add +0.8% 45,548 $9.9M
Greystone Financial Group, LLC 1.96% Reduce -0.5% 43,213 $9.8M
Amica Mutual Insurance Co. 1.00% No change 43,108 $9.8M
Van Cleef Asset Management,Inc 1.23% Reduce -0.5% 42,867 $9.8M
Nippon Life Global Investors Americas, Inc. 0.46% Reduce -13.2% 42,810 $9.7M
Laffer Tengler Investments, Inc. 3.18% Add +4.5% 42,708 $9.7M
M. Kulyk & Associates, LLC 2.25% Add +134.9% 42,674 $9.7M
NFC Investments, LLC 2.79% Add +0.1% 42,617 $9.7M
Meiji Yasuda Asset Management Co Ltd. 0.41% Reduce -20.7% 42,480 $9.7M
Connors Investor Services Inc. 1.01% Reduce -50.0% 42,287 $9.6M
Jennison Associates LLC 0.01% Reduce -28.6% 42,195 $9.6M
BI Asset Management Fondsmaeglerselskab A/S 0.18% Add +37.0% 42,057 $9.6M
Chemung Canal Trust Co. 1.84% Reduce -6.3% 41,970 $9.6M
Florida Trust Wealth Management Co 0.32% Add +13.0% 41,815 $9.5M
Family Capital Trust Co 3.25% Reduce -4.1% 41,595 $9.5M
Bell Asset Management Ltd 1.39% Reduce -31.6% 41,539 $9.5M
Searle & Co. 2.40% No change 41,357 $9.4M
Brown Brothers Harriman & Co. 0.07% Reduce -1.9% 41,340 $9.4M
WoodTrust Financial Corp 1.49% Reduce -1.6% 41,232 $9.4M
ING Groep NV 0.06% Reduce -1.1% 41,005 $9.3M
Mirova 1.65% Add +33.8% 40,997 $9.3M
Ironwood Investment Counsel, LLC 1.62% Add +0.0% 40,906 $9.3M
Jacobs & Co. 0.98% Reduce -0.8% 40,483 $9.2M
Bradley & Co. Private Wealth Management, LLC 7.38% Add +11.5% 40,079 $9.1M
Shelter Mutual Insurance Co 2.34% No change 39,885 $9.1M
Radnor Capital Management, LLC 1.54% Reduce -0.9% 39,644 $9.0M
Bessemer Group Inc. 0.02% Add +26.2% 39,494 $9.0M
Kestra Private Wealth Services, LLC 0.20% Add +4.8% 39,062 $8.9M
Pacer Advisors, Inc. 0.02% Add +2.5% 38,800 $8.8M
Stansberry Asset Management, LLC 1.25% Reduce -22.1% 38,354 $8.7M
Exchange Traded Concepts, LLC 0.22% Reduce -10.0% 38,123 $8.7M
Credit Agricole S A 0.15% Add +82.3% 39,810 $8.7M
Whittier Trust Co. of Nevada Inc. 0.25% Add +3.5% 37,857 $8.6M
Schonfeld Strategic Advisors LLC 0.07% Reduce -21.6% 37,816 $8.6M
Headinvest, LLC 1.68% Reduce -1.9% 37,711 $8.6M
Savant Capital, LLC 0.10% Reduce -5.2% 37,692 $8.6M
Dorsey & Whitney Trust CO LLC 0.58% Reduce -2.0% 37,567 $8.6M
CENTRAL TRUST Co 0.21% Reduce -7.2% 37,426 $8.5M
Silicon Valley Capital Partners 1.26% Add +12.5% 37,074 $8.4M
Girard Partners LTD. 0.79% Add +1.2% 37,005 $8.4M
Hartford Investment Management Co. 0.30% Reduce -4.7% 36,977 $8.4M
Buckingham Capital Management, Inc. 1.02% Add +25.9% 36,551 $8.3M
Winslow Asset Management Inc. 1.56% Add +0.7% 36,385 $8.3M
Tiaa Trust, National Association 0.03% Reduce -0.9% 36,087 $8.2M
Verition Fund Management LLC 0.09% Add +457.9% 36,049 $8.2M
Fishman Jay A Ltd. 0.90% New 35,960 $8.2M
NWF Advisory Services Inc. 1.36% Add +0.2% 35,710 $8.1M
Banque Cantonale Vaudoise 0.32% Reduce -2.6% 35,672 $8.1M
Norman Fields, Gottscho Capital Management, LLC 3.02% Reduce -1.8% 35,643 $8.1M
Bayesian Capital Management, LP 0.77% New 35,606 $8.1M
Cubic Asset Management, LLC 1.91% Reduce -1.9% 35,433 $8.1M
Highland Capital Management, LLC 0.46% Reduce -1.0% 35,108 $8.0M
Thompson Siegel & Walmsley LLC 0.12% Reduce -2.4% 34,805 $7.9M
Independent Advisor Alliance 0.29% Add +0.5% 34,721 $7.9M
Asset Dedication, LLC 0.59% Reduce -1.3% 34,670 $7.9M
DCM Advisors, LLC 3.26% Reduce -6.8% 34,710 $7.9M
Cornerstone Advisors, LLC 0.33% Reduce -9.4% 34,600 $7.9M
Meyer Handelman Co. 0.28% No change 34,500 $7.9M
SP Asset Management LLC 0.73% Reduce -0.5% 34,467 $7.8M
Rodgers Brothers Inc. 1.07% Add +0.5% 34,333 $7.8M
Strategic Wealth Partners, Ltd. 0.86% Add +5.4% 34,230 $7.8M
KMG Fiduciary Partners, LLC 0.81% Add +43.6% 34,163 $7.8M
Unison Asset Management LLC 4.03% Reduce -0.8% 33,822 $7.7M
Securian Asset Management, Inc. 0.22% Reduce -7.6% 33,682 $7.7M
D.A. Davidson & Co. 0.07% Reduce -20.2% 33,652 $7.7M
Lorne Steinberg Wealth Management Inc. 2.38% Add +0.2% 33,522 $7.6M
Pacific Global Investment Management Co. 1.46% Reduce -1.6% 33,462 $7.6M
Louisiana State Employees Retirement System 0.15% Reduce -4.3% 33,300 $7.6M
St Germain D J Co. Inc. 0.37% Reduce -14.6% 33,221 $7.6M
1ST Source Bank 0.44% Reduce -6.8% 33,167 $7.6M
Eastern Bank 0.31% Reduce -7.0% 33,009 $7.5M
Prio Wealth Limited Partnership 0.22% Reduce -4.1% 32,888 $7.5M
Waverly Advisors, LLC 0.18% Add +3.5% 32,826 $7.5M
Legacy Trust 1.85% Reduce -0.0% 32,637 $7.4M
LB Partners LLC 7.50% Reduce -20.0% 32,000 $7.3M
Atlantic Union Bankshares Corp 0.61% Reduce -4.0% 31,851 $7.3M
Letson Investment Management, Inc. 3.07% Add +0.1% 31,847 $7.3M
Buckingham Strategic Wealth, LLC 0.08% Add +4.4% 31,767 $7.2M
Wellington Shields Capital Management, LLC 1.36% Reduce -4.0% 31,750 $7.2M
Ceera Investments, LLC 3.16% Reduce -0.0% 31,648 $7.2M
Guardian Capital Advisors LP 0.78% Reduce -3.1% 33,101 $7.2M
NJ State Employees Deferred Compensation Plan 0.91% No change 31,600 $7.2M
Guggenheim Capital LLC 0.05% Reduce -28.9% 31,364 $7.1M
Natixis 0.04% Reduce -58.8% 31,276 $7.1M
Clearstead Advisors, LLC 0.35% Reduce -1.4% 29,558 $7.1M
Wedbush Securities Inc. 0.26% Add +4.4% 30,966 $7.1M
Norinchukin Bank, The 0.21% Reduce -9.4% 30,856 $7.0M
Pavion Blue Capital, LLC 3.46% Reduce -0.8% 30,715 $7.0M
Stokes Capital Advisors, LLC 2.03% Reduce -3.1% 30,592 $7.0M
Heritage Trust Co 0.93% Reduce -2.9% 30,584 $7.0M
HighPoint Advisor Group LLC 0.49% Reduce -1.1% 28,869 $6.9M
Stratos Wealth Partners, LTD. 0.12% Reduce -2.3% 30,176 $6.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.69% Add +1.6% 30,028 $6.8M
Long Corridor Asset Management Ltd 9.95% No change 30,000 $6.8M
Erste Asset Management GmbH 0.09% Add +3.4% 29,947 $6.8M
Pinebridge Investments, L.P. 0.05% Reduce -89.0% 29,693 $6.8M
Warther Private Wealth, LLC 2.99% Reduce -0.3% 29,439 $6.7M
Tidal Investments LLC 0.11% Add +62.0% 29,218 $6.7M
New Mexico Educational Retirement Board 0.24% Reduce -6.5% 28,963 $6.6M
Ziegler Capital Management, LLC 0.25% Reduce -25.5% 28,953 $6.6M
Bouvel Investment Partners, LLC 2.84% Reduce -0.8% 28,870 $6.6M
Lombard Odier Asset Management (Europe) Ltd 0.64% Add +37.8% 28,699 $6.5M
Hendershot Investments Inc. 0.93% No change 28,559 $6.5M
Boyd Watterson Asset Management LLC 2.36% Add +1.2% 28,514 $6.5M
Abacus FCF Advisors LLC 1.61% Add +8.0% 28,277 $6.4M
Realta Investment Advisors 1.31% Add +3.5% 27,879 $6.3M
Metis Global Partners, LLC 0.23% Reduce -1.9% 27,677 $6.3M
Avitas Wealth Management LLC 0.95% Add +1.3% 27,587 $6.3M
JTC Employer Solutions Trustee Ltd 0.40% Reduce -26.7% 27,500 $6.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.64% Reduce -0.0% 27,385 $6.2M
Advisory Services Network, LLC 0.14% Add +11.2% 27,281 $6.2M
Cary Street Partners Investment Advisory LLC 0.26% Reduce -0.3% 27,202 $6.2M
First Interstate Bank 0.43% Reduce -6.4% 27,040 $6.2M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 27,000 $6.1M
Bensler, LLC 0.88% Add +6.3% 26,591 $6.1M
Benjamin F. Edwards & Company, Inc. 0.11% Reduce -1.4% 26,462 $6.0M
Assenagon Asset Management S.A. 0.02% Reduce -8.7% 26,312 $6.0M
Stratos Investment Management, LLC 0.58% Add +3.1% 26,150 $6.0M
AMG National Trust Bank 0.17% Add +2.3% 26,084 $5.9M
Arcadia Investment Management Corp. 1.05% Reduce -7.8% 25,975 $5.9M
Roundview Capital LLC 0.48% Reduce -1.6% 25,899 $5.9M
Quantinno Capital Management LP 0.13% Add +22.3% 25,880 $5.9M
Foster Group, Inc. 0.29% Add +0.3% 25,847 $5.9M
Reliant Investment Management, LLC 2.75% Reduce -1.3% 25,722 $5.9M
Bokf, NA 0.11% Reduce -9.4% 25,663 $5.8M
Rwa Wealth Partners, LLC 0.08% Add +3.8% 25,615 $5.8M
Adalta Capital Management LLC 3.22% Add +2.2% 25,615 $5.8M
Siemens Fonds Invest GmbH 0.45% Reduce -4.5% 25,445 $5.8M
Coastline Trust Co 0.70% Add +14.6% 25,405 $5.8M
Morningstar Investment Services LLC 0.06% Reduce -68.1% 25,074 $5.7M
Silvant Capital Management LLC 0.27% Add +3.0% 25,075 $5.7M
Bleichroeder LP 1.42% No change 25,000 $5.7M
Laird Norton Wetherby Wealth Management, LLC 0.27% Add +0.8% 24,914 $5.7M
Kingfisher Capital LLC 1.37% Reduce -0.3% 24,827 $5.7M
Chatham Capital Group, Inc. 1.04% Add +2.7% 24,804 $5.6M
Ieq Capital, LLC 0.08% Add +7.1% 24,656 $5.6M
Raymond James Trust N.A. 0.14% Add +0.8% 24,518 $5.6M
NatWest Group plc 2.13% New 24,286 $5.5M
Concentric Wealth Management, LLC 1.47% Reduce -0.0% 24,271 $5.5M
Bremer Bank National Association 1.02% Add +12.2% 24,232 $5.5M
Venture Visionary Partners LLC 0.26% Add +5.5% 24,194 $5.5M
SteelPeak Wealth, LLC 0.28% Add +677.5% 23,893 $5.4M
SpiderRock Advisors, LLC 0.18% — 24,532 $5.4M
Mirabaud Asset Management Ltd 2.18% Reduce -48.8% 23,656 $5.4M
E. Ohman J:or Asset Management AB 0.14% Reduce -5.2% 23,600 $5.4M
First Hawaiian Bank 0.17% Reduce -1.9% 23,487 $5.3M
Jump Financial, LLC 0.15% New 23,461 $5.3M
Central Pacific Bank - Trust Division 0.70% — 23,375 $5.3M
GYL Financial Synergies, LLC 0.42% Reduce -2.1% 23,364 $5.3M
Pinnacle Wealth Management Advisory Group, LLC 0.57% Reduce -0.4% 23,313 $5.3M
Wisconsin Capital Management LLC 2.78% Add +0.5% 23,277 $5.3M
Sandhill Capital Partners LLC 0.42% Reduce -1.6% 23,213 $5.3M
Metropolitan Life Insurance Co 0.23% Reduce -1.6% 23,065 $5.3M
Trust Co. of Vermont 0.29% Add +60.5% 23,058 $5.3M
Freestone Capital Holdings, LLC 0.20% Reduce -3.4% 23,047 $5.2M
RBF Capital, LLC 0.29% No change 23,000 $5.2M
Grassi Investment Management 0.47% No change 22,960 $5.2M
OneDigital Investment Advisors LLC 0.08% Add +7.4% 22,825 $5.2M
Hutner Capital Management Inc. 2.81% Add +0.8% 22,777 $5.2M
Synovus Financial Corp. 0.07% Reduce -1.4% 22,729 $5.2M
Capital Markets Trading UK LLP 3.72% Add +1609.0% 22,542 $5.1M
Community Financial Services Group, LLC 1.17% — 22,513 $5.1M
Birmingham Capital Management Co. Inc. 1.88% Reduce -4.7% 22,491 $5.1M
Milestone Asset Management, LLC 1.45% New 22,260 $5.1M
Naples Global Advisors, LLC 0.52% Reduce -0.4% 22,199 $5.1M
Family Manage LLC 0.93% No change 22,170 $5.0M
Westend Capital Management, LLC 1.96% — 22,149 $5.0M
Oppenheimer Asset Management Inc. 0.07% Reduce -15.8% 22,119 $5.0M
Boulder Hill Capital Management LP 2.07% New 22,100 $5.0M
Benson Investment Management Company, Inc. 2.14% Reduce -4.0% 22,047 $5.0M
Chapman Investment Management, LLC 3.68% Reduce -1.8% 21,935 $5.0M
Empirical Finance, LLC 0.31% Add +3.3% 21,877 $5.0M
EP Wealth Advisors, LLC 0.06% Add +1.2% 21,863 $5.0M
Plato Investment Management Ltd 0.51% Add +1267.2% 21,806 $5.0M
Trinity Legacy Partners, LLC 1.45% Reduce -10.3% 21,680 $4.9M
Stonegate Investment Group, LLC 0.15% Reduce -0.6% 21,651 $4.9M
Fiduciary Group, LLC 0.53% Reduce -1.2% 21,508 $4.9M
CHICAGO TRUST Co NA 1.01% Add +1.1% 21,496 $4.9M
Agf Management Ltd. 0.03% Reduce -64.8% 27,869 $4.9M
Townsquare Capital LLC 0.07% Add +5.3% 21,445 $4.9M
Greenleaf Trust 0.04% Add +0.0% 21,213 $4.8M
Brevan Howard Capital Management LP 0.45% Add +631.5% 21,098 $4.8M
Bfsg, LLC 0.64% Reduce -0.1% 21,092 $4.8M
Integrated Advisors Network LLC 0.24% Reduce -1.8% 21,008 $4.8M
Montag A & Associates Inc. 0.24% Add +63.9% 20,972 $4.8M
Salvus Wealth Management, LLC 3.25% Reduce -1.1% 20,916 $4.8M
Cwm, LLC 0.02% Add +9.4% 20,902 $4.8M
Northstar Group, Inc. 0.97% Add +4.7% 20,829 $4.7M
LaFleur & Godfrey LLC 0.70% Reduce -0.2% 20,764 $4.7M
Intech Investment Management LLC 0.07% Reduce -51.8% 20,670 $4.7M
Snowden Capital Advisors LLC 0.15% Add +4.1% 20,607 $4.7M
Stephens Inc. 0.07% Add +1.5% 20,568 $4.7M
Steward Partners Investment Solutions, LLC 0.79% New 20,486 $4.7M
Generali Powszechne Towarzystwo Emerytalne 1.67% No change 20,118 $4.6M
Cullen Capital Management, LLC 0.05% Add +9.9% 20,094 $4.6M
Gilman Hill Asset Management, LLC 0.82% Reduce -2.3% 20,068 $4.6M
Kathleen S. Wright Associates Inc. 2.15% Add +1.0% 20,427 $4.6M
Auto-Owners Insurance Co 0.12% No change 19,950 $4.5M
Shell Asset Management Co. 0.20% Add +3.6% 19,435 $4.5M
Arjuna Capital 1.28% Add +158.2% 19,753 $4.5M
NBT Bank, N.A. 0.33% Reduce -0.9% 19,672 $4.5M
LGT Group Foundation 0.11% Reduce -32.6% 19,652 $4.5M
CSM Advisors, LLC 0.29% Add +5.2% 19,505 $4.4M
Sumitomo Life Insurance Co. 0.12% Reduce -2.9% 19,490 $4.4M
Modera Wealth Management, LLC 0.07% Add +1.7% 19,399 $4.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.76% — 19,306 $4.4M
Kingsview Wealth Management, LLC 0.11% Add +0.6% 19,178 $4.4M
Oliver Luxxe Assets LLC 0.91% Reduce -1.6% 19,171 $4.4M
Morton Community Bank 1.25% Add +1.1% 19,066 $4.3M
Insight Wealth Strategies, LLC 0.64% Add +72.4% 19,047 $4.3M
Longbow Finance SA 0.44% New 19,037 $4.3M
UNIVEST FINANCIAL Corp 1.21% Reduce -12.1% 18,877 $4.3M
Kentucky Retirement Systems Insurance Trust Fund 0.30% Reduce -8.0% 18,872 $4.3M
First Trust Direct Indexing L.P. 0.32% Add +8.4% 18,857 $4.3M
Courier Capital LLC 0.31% Reduce -0.2% 18,850 $4.3M
Gunderson Capital Management LLC 1.99% New 18,807 $4.3M
Hodges Capital Management Inc. 0.27% Reduce -14.0% 18,777 $4.3M
Avior Wealth Management, LLC 0.20% Reduce -1.2% 18,665 $4.2M
Envestnet Portfolio Solutions, Inc. 0.02% Add +20.3% 18,640 $4.2M
Olstein Capital Management, L.P. 0.69% Reduce -40.3% 18,500 $4.2M
Buckhead Capital Management LLC 1.42% Reduce -0.5% 18,444 $4.2M
NewEdge Wealth, LLC 0.09% Add +8.5% 17,926 $4.2M
Praxis Investment Management Inc. 0.27% No change 18,254 $4.2M
Park National Corp. 0.16% Reduce -5.4% 18,249 $4.2M
Elgethun Capital Management 1.04% Add +1.4% 18,143 $4.1M
Northwestern Mutual Investment Management Company, LLC 0.11% Reduce -0.4% 18,145 $4.1M
Selway Asset Management 1.65% Reduce -0.2% 18,107 $4.1M
Gardner Russo & Quinn 0.04% Reduce -11.9% 18,095 $4.1M
Mount Vernon Associates Inc. 3.51% Reduce -0.3% 18,091 $4.1M
Dakota Wealth Management 0.10% Add +295.6% 18,052 $4.1M
Pacifica Capital Investments, LLC 1.26% No change 18,020 $4.1M
Connectus Wealth, LLC 0.11% Reduce -5.3% 17,987 $4.1M
WP Advisors, LLC 1.34% Reduce -1.4% 17,984 $4.1M
Glenview Trust Co 0.09% Add +2.6% 17,957 $4.1M
Callahan Advisors, LLC 0.43% Reduce -0.3% 17,899 $4.1M
Wright Investors Service Inc. 1.03% Reduce -28.7% 17,886 $4.1M
Jag Capital Management, LLC 0.58% Reduce -33.9% 17,870 $4.1M
Richard Bernstein Advisors LLC 0.09% No change 17,834 $4.1M
Magellan Asset Management Ltd 0.04% Reduce -21.3% 17,807 $4.1M
Stone Summit Wealth LLC 1.40% Reduce -6.8% 17,737 $4.0M
NorthRock Partners, LLC 0.16% Add +5.3% 17,735 $4.0M
Condor Capital Management 0.39% Reduce -1.9% 17,551 $4.0M
Bill Few Associates, Inc. 1.62% Reduce -1.1% 17,510 $4.0M
WINTON GROUP Ltd 0.28% New 17,510 $4.0M
New England Asset Management Inc. 0.64% Reduce -23.3% 17,500 $4.0M
Shelton Capital Management 0.11% Add +1.2% 17,408 $4.0M
Trek Financial, LLC 0.31% New 17,311 $3.9M
Hennion & Walsh Asset Management, Inc. 0.21% Reduce -6.0% 17,303 $3.9M
Nvwm, LLC 1.08% Reduce -2.3% 17,292 $3.9M
Mathes Company, Inc. 1.48% Reduce -0.7% 17,200 $3.9M
Lombard Odier Asset Management (Switzerland) SA 0.28% New 17,178 $3.9M
Ballentine Partners, LLC 0.07% Add +8.4% 17,160 $3.9M
Integrated Wealth Concepts LLC 0.06% Add +5.1% 17,119 $3.9M
Pring Turner Capital Group Inc. 2.82% No change 16,973 $3.9M
Verdence Capital Advisors LLC 0.35% Reduce -23.7% 16,940 $3.9M
Park Avenue Securities LLC 0.05% Add +18.1% 16,834 $3.8M
Resonant Capital Advisors, LLC 0.33% Add +0.4% 16,821 $3.8M
Bridgewater Associates 0.02% Add +72.8% 16,806 $3.8M
Sendero Wealth Management, LLC 0.66% Reduce -16.6% 16,748 $3.8M
Lodestone Wealth Management LLC 1.98% Reduce -0.9% 16,543 $3.8M
TD Private Client Wealth LLC 0.12% Add +22.0% 16,522 $3.8M
Nemes Rush Group LLC 0.54% Reduce -0.9% 16,520 $3.8M
Meiji Yasuda Life Insurance Co 0.08% Reduce -4.4% 16,480 $3.8M
Bulltick Wealth Management, LLC 0.78% Add +10.9% 16,356 $3.7M
Valeo Financial Advisors, LLC 0.13% Reduce -1.4% 15,404 $3.7M
Moody LYNN Lieberson & Walker, LLC 0.25% Add +988.6% 16,155 $3.7M
SVB Wealth LLC 0.08% Add +3.0% 16,133 $3.7M
Wilbanks Smith & Thomas Asset Management LLC 0.10% Add +0.2% 16,108 $3.7M
Brave Asset Management Inc. 0.95% Reduce -0.2% 16,009 $3.6M
Valicenti Advisory Services Inc. 1.00% Add +9.3% 15,765 $3.6M
Lincoln Capital LLC 0.80% No change 15,733 $3.6M
Goelzer Investment Management, Inc. 0.20% Reduce -13.3% 15,720 $3.6M
Empire Financial Management Company, LLC 1.17% Add +1.2% 15,595 $3.6M
Avantax Advisory Services, Inc. 0.03% Reduce -12.2% 15,508 $3.5M
Rakuten Investment Management, Inc. 0.03% Add +959.9% 15,474 $3.5M
Beese Fulmer Investment Management, Inc. 0.33% Reduce -0.5% 15,453 $3.5M
Strata Wealth Advisors, LLC 1.23% Reduce -11.8% 15,412 $3.5M
Caldwell Trust Co 0.41% Add +31.2% 15,402 $3.5M
Pettee Investors, Inc. 1.48% No change 15,366 $3.5M
Edgestream Partners, L.P. 0.17% Add +415.0% 15,317 $3.5M
Bell & Brown Wealth Advisors, LLC 1.48% Reduce -1.5% 15,160 $3.5M
Connable Office Inc. 0.39% Reduce -14.9% 15,149 $3.4M
Compass Wealth Management LLC 0.86% Reduce -0.1% 15,068 $3.4M
Investment Management Corp of Ontario 0.10% Reduce -78.0% 14,841 $3.4M
Tokio Marine Asset Management Co. Ltd. 0.17% Add +7.5% 14,808 $3.4M
William Allan Corp 2.24% Add +0.0% 14,801 $3.4M
Canandaigua National Bank & Trust Co. 0.50% Reduce -9.7% 14,793 $3.4M
Wynn Capital, LLC 2.58% Add +2.5% 14,673 $3.3M
Schechter Investment Advisors, LLC 0.25% Add +19.6% 14,614 $3.3M
Kanawha Capital Management LLC 0.26% Reduce -0.0% 14,550 $3.3M
Benedict Financial Advisors Inc. 0.84% Add +5.3% 14,508 $3.3M
Evercore Wealth Management, LLC 0.05% Reduce -1.9% 14,485 $3.3M
Aviance Capital Partners, LLC 0.49% Add +16.1% 14,391 $3.3M
Townsend & Associates, Inc 0.38% Reduce -2.6% 13,656 $3.3M
Intrinsic Value Partners, LLC 3.48% Reduce -2.2% 14,330 $3.3M
Conscious Wealth Investments, LLC 2.48% Add +2.2% 14,935 $3.3M
Webster Bank, N. A. 0.36% Add +1.8% 14,299 $3.3M
TCTC Holdings, LLC 0.11% Add +3.0% 14,258 $3.2M
Simplicity Wealth,LLC 0.08% New 14,225 $3.2M
ProVise Management Group, LLC 0.28% Reduce -31.6% 14,168 $3.2M
Apollon Wealth Management, LLC 0.10% Add +7.0% 14,135 $3.2M
Insigneo Advisory Services, LLC 0.38% Add +18.5% 14,108 $3.2M
Brendel Financial Advisors LLC 3.65% No change 14,021 $3.2M
Riggs Asset Managment Co. Inc. 0.93% Add +4557.7% 13,973 $3.2M
Equitable Holdings, Inc. 0.04% Reduce -0.3% 13,966 $3.2M
Bison Wealth, LLC 0.52% Reduce -18.8% 13,946 $3.2M
Caliber Wealth Management, LLC 1.68% Add +0.6% 13,837 $3.2M
Investment Advisory Services Inc. /TX 1.15% Reduce -2.8% 13,777 $3.1M
B. Riley Wealth Advisors, Inc. 0.08% Add +3.5% 20,952 $3.1M
Ostrum Asset Management 0.25% Reduce -14.7% 13,683 $3.1M
Chartwell Investment Partners, LLC 0.11% Reduce -7.0% 13,654 $3.1M
NEOS Investment Management LLC 0.19% Add +10.3% 13,645 $3.1M
Tower Bridge Advisors 0.32% Reduce -9.6% 13,627 $3.1M
SouthState Bank Corp 0.24% Add +3.6% 13,623 $3.1M
Teamwork Financial Advisors, LLC 0.47% Add +5.7% 13,485 $3.1M
Grandfield & Dodd, LLC 0.19% Reduce -2.3% 13,480 $3.1M
West Oak Capital, LLC 1.31% Add +2.0% 13,477 $3.1M
Global Wealth Management Investment Advisory, Inc. 0.75% Add +16.3% 13,479 $3.1M
Ossiam 0.05% Reduce -48.3% 13,474 $3.1M
Fort Sheridan Advisors LLC 0.58% Reduce -1.6% 13,457 $3.1M
Caprock Group, LLC 0.17% Reduce -0.1% 13,404 $3.1M
Vinva Investment Management Ltd 0.17% Add +34.5% 13,401 $3.1M
Welch Group, LLC 0.15% No change 13,342 $3.0M
Lincoln National Corp. 0.05% Add +0.0% 13,320 $3.0M
Foundations Investment Advisors, LLC 0.08% Add +29.8% 13,307 $3.0M
Greenfield Savings Bank 1.58% Reduce -1.6% 13,219 $3.0M
Profund Advisors LLC 0.12% Add +7.2% 13,192 $3.0M
Smith Salley Wealth Management 0.23% Add +0.7% 13,183 $3.0M
Signaturefd, LLC 0.06% Add +4.1% 13,156 $3.0M
CreativeOne Wealth, LLC 0.12% Add +22.8% 13,099 $3.0M
Eads & Heald Wealth Management 1.39% Reduce -8.9% 13,082 $3.0M
Concourse Financial Group Securities, Inc. 0.19% Reduce -5.1% 13,078 $3.0M
Colonial Trust Co / SC 0.56% Reduce -2.4% 13,042 $3.0M
Herbst Group, LLC 1.83% Add +2.0% 12,956 $2.9M
Qsemble Capital Management, LP 0.64% New 12,942 $2.9M
Rehmann Capital Advisory Group 0.22% Reduce -8.5% 12,924 $2.9M
Bleakley Financial Group, LLC 0.09% Add +4.3% 12,887 $2.9M
Godshalk Welsh Capital Management, Inc. 1.97% Add +0.2% 12,863 $2.9M
Kenora Financial, LLC 1.24% Reduce -4.9% 12,818 $2.9M
Ceeto Capital Group, LLC 1.19% Add +0.4% 12,800 $2.9M
Dynamic Advisor Solutions LLC 0.10% Add +86.3% 12,793 $2.9M
CoreCap Advisors, LLC 0.15% Add +6.5% 12,782 $2.9M
Coldstream Capital Management Inc. 0.07% Reduce -1.6% 12,772 $2.9M
Sound View Wealth Advisors Group, LLC 0.31% Reduce -13.2% 12,765 $2.9M
Jacobi Capital Management LLC 0.27% Reduce -0.1% 12,702 $2.9M
Insight Inv LLC 2.51% Reduce -0.1% 12,681 $2.9M
Cullen Investment Group, LTD. 0.45% Reduce -2.6% 12,788 $2.9M
Peoples Financial Services Corp. 1.25% Reduce -6.8% 12,647 $2.9M
Sawyer & Company, Inc 1.15% Reduce -1.6% 12,645 $2.9M
L & S Advisors Inc 0.37% New 12,576 $2.9M
KCM Investment Advisors LLC 0.11% Add +18.6% 12,502 $2.8M
Empowered Funds, LLC 0.05% Add +102.9% 12,480 $2.8M
Tredje AP-fonden 0.03% Reduce -73.4% 12,406 $2.8M
Ahl Investment Management, Inc. 2.16% Reduce -1.7% 12,386 $2.8M
Impax Asset Management Group plc 0.01% Reduce -7.7% 12,376 $2.8M
Asahi Life Asset Management Co., LTD. 1.69% Reduce -29.4% 12,368 $2.8M
Quadrant Capital Group LLC 0.22% Reduce -5.0% 12,358 $2.8M
SOL Capital Management CO 0.35% No change 12,348 $2.8M
GTS Securities LLC 0.08% Add +206.8% 12,343 $2.8M
Merit Financial Group, LLC 0.07% Add +99.9% 12,132 $2.8M
&partners 0.39% Add +12.9% 12,274 $2.8M
JLB & Associates Inc. 0.37% Add +21.6% 12,256 $2.8M
Azimuth Capital Investment Management LLC 0.11% Reduce -22.7% 12,210 $2.8M
Entropy Technologies, LP 0.30% Add +143.0% 12,192 $2.8M
Rathbones Group PLC 0.02% Add +12.6% 12,177 $2.8M
Sequoia Financial Advisors, LLC 0.03% Reduce -18.4% 12,122 $2.8M
Paloma Partners Management Co 0.58% New 12,108 $2.8M
AE Wealth Management LLC 0.03% Reduce -83.0% 12,085 $2.8M
BNC Wealth Management, LLC 1.17% Add +2.2% 12,063 $2.7M
Bank of Stockton 0.85% Reduce -3.0% 12,033 $2.7M
OPTIMAS CAPITAL Ltd 2.39% Reduce -37.5% 12,000 $2.7M
Independent Investors Inc. 0.65% No change 12,000 $2.7M
Scotia Capital Inc. 0.02% Add +2.2% 11,953 $2.7M
Jefferies Financial Group Inc. 0.06% Add +16.9% 11,900 $2.7M
First Dallas Securities Inc. 1.25% Reduce -11.0% 11,899 $2.7M
Personal Cfo Solutions, LLC 0.42% Reduce -4.6% 11,736 $2.7M
Principal Securities, Inc. 0.08% Add +13.1% 11,682 $2.7M
Mitchell McLeod Pugh & Williams Inc. 0.64% Reduce -0.4% 11,681 $2.7M
Bull Street Advisors, LLC 1.27% Reduce -0.5% 11,672 $2.7M
Lindsell Train Ltd 0.06% No change 11,600 $2.6M
Valueworks LLC 0.86% Reduce -0.8% 11,584 $2.6M
Arcus Capital Partners, LLC 0.83% No change 11,583 $2.6M
Boston Family Office LLC 0.19% Reduce -14.9% 11,580 $2.6M
Fruth Investment Management 0.68% No change 11,550 $2.6M
Aristotle Capital Management, LLC 0.00% No change 11,530 $2.6M
Trust Co. of Toledo NA 0.41% Reduce -4.8% 11,516 $2.6M
Haverford Trust Co 0.03% Add +2.5% 11,508 $2.6M
BLB&B Advisors, LLC 0.15% Reduce -1.7% 11,427 $2.6M
Harbor Capital Advisors, Inc. 0.34% Add +36.3% 11,395 $2.6M
QV Investors Inc. 0.22% Reduce -1.9% 11,310 $2.6M
Gotham Asset Management 0.04% Add +63.0% 11,299 $2.6M
Worth Asset Management, LLC 1.58% New 11,287 $2.6M
Chicago Capital, LLC 0.08% Add +14.5% 11,279 $2.6M
Leonteq Securities AG 0.35% Add +2303.0% 11,270 $2.6M
Fulton Bank, N.A. 0.11% Add +2.9% 11,268 $2.6M
Private Wealth Partners, LLC 0.20% No change 11,213 $2.6M
Vestcor Inc 0.09% Reduce -15.8% 11,208 $2.6M
Two Sigma Advisers, LP 0.01% Reduce -77.4% 11,200 $2.6M
Empower Advisory Group, LLC 0.01% Reduce -0.1% 11,158 $2.5M
Alps Advisors Inc. 0.02% Reduce -21.8% 11,150 $2.5M
Columbia Asset Management 0.51% No change 13,539 $2.5M
Deane Retirement Strategies, Inc. 1.28% Reduce -0.4% 11,087 $2.5M
Moody National Bank Trust Division 0.20% Reduce -5.6% 11,043 $2.5M
Summit Trail Advisors, LLC 0.07% Add +42.5% 11,041 $2.5M
Gifford Fong Associates 0.69% No change 11,000 $2.5M
Buttonwood Financial Advisors Inc. 1.18% Reduce -0.6% 10,984 $2.5M
Proficio Capital Partners LLC 0.28% Add +11.7% 10,977 $2.5M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -3.0% 10,972 $2.5M
Wilkins Investment Counsel Inc. 0.36% New 10,912 $2.5M
Parallel Advisors, LLC 0.07% Reduce -0.8% 10,884 $2.5M
Sigma Planning Corp 0.08% Add +89.1% 10,854 $2.5M
St. Johns Investment Management Company, LLC 1.17% Reduce -4.0% 10,754 $2.4M
Tudor Investment Corporation 0.03% New 10,735 $2.4M
iA Global Asset Management Inc. 0.05% Reduce -42.5% 10,671 $2.4M
Arete Wealth Advisors, LLC 0.22% Add +10.0% 10,723 $2.4M
Gladstone Institutional Advisory LLC 0.13% Reduce -21.1% 10,511 $2.4M
Wolverine Asset Management LLC 0.21% New 10,419 $2.4M
Badgley Phelps Wealth Managers, LLC 0.06% No change 10,418 $2.4M
Horizon Investments, LLC 0.06% Add +5.1% 10,450 $2.4M
Ameritas Advisory Services, LLC 0.10% Add +168.1% 10,228 $2.4M
Guardian Capital LP 0.08% No change 10,388 $2.4M
Sawgrass Asset Management LLC 0.26% Reduce -0.7% 10,343 $2.4M
Prosperity Consulting Group, LLC 0.29% Add +137.4% 10,330 $2.4M
AustralianSuper Pty Ltd 0.01% New 10,250 $2.3M
Xcel Wealth Management, LLC 0.73% Reduce -13.2% 10,223 $2.3M
Mission Wealth Management, LP 0.06% Add +2.0% 10,199 $2.3M
Hilltop Holdings Inc. 0.26% Reduce -43.9% 10,190 $2.3M
Northstar Advisory Group, LLC 1.40% Add +471.5% 9,652 $2.3M
Benjamin Edwards Inc. 0.46% Add +31.7% 10,092 $2.3M
Plimoth Trust Co. LLC 0.61% Reduce -4.5% 10,083 $2.3M
Argus Investors' Counsel, Inc. 1.41% Reduce -12.1% 10,082 $2.3M
Cunning Capital Partners, LP 1.27% No change 10,070 $2.3M
Bailard, Inc. 0.06% Reduce -13.9% 10,039 $2.3M
Bigelow Investment Advisors, LLC 1.12% Reduce -1.6% 10,031 $2.3M
DoubleLine ETF Adviser LP 0.58% Add +3.7% 9,977 $2.3M
Union Heritage Capital, LLC 0.90% Add +24.6% 9,968 $2.3M
NTV Asset Management LLC 0.34% No change 9,940 $2.3M
Rockland Trust Co. 0.12% Reduce -3.1% 9,928 $2.3M
Strategic Planning Group, LLC 0.57% Add +11.1% 9,926 $2.3M
FOCUS Wealth Advisors, LLC 1.20% Add +3.2% 9,877 $2.2M
Doheny Asset Management 1.85% Reduce -1.6% 9,873 $2.2M
KWB Wealth 0.30% Reduce -9.7% 9,838 $2.2M
Financial Security Advisor, Inc. 0.78% Reduce -0.9% 9,836 $2.2M
J.W. Cole Advisors, Inc. 0.11% Add +0.2% 9,826 $2.2M
Mengis Capital Management, Inc. 0.35% New 9,806 $2.2M
GFG Capital, LLC 0.58% Reduce -21.3% 9,804 $2.2M
Freedom Investment Management, Inc. 0.18% Reduce -4.1% 9,795 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -4.1% 9,763 $2.2M
Americana Partners, LLC 0.19% Reduce -6.3% 9,759 $2.2M
Marble Harbor Investment Counsel, LLC 0.25% Add +2.9% 9,711 $2.2M
Joel Isaacson & Co., LLC 0.12% Add +0.0% 9,691 $2.2M
Inlet Private Wealth, LLC 0.61% No change 9,655 $2.2M
Knuff & Co LLC 0.74% No change 9,650 $2.2M
Penobscot Investment Management Company, Inc. 0.23% Reduce -2.5% 9,609 $2.2M
Wintrust Investments LLC 0.19% Reduce -3.5% 9,605 $2.2M
Great Lakes Retirement, Inc. 0.32% Add +1.2% 9,455 $2.2M
Constitution Capital LLC 1.22% Reduce -1.1% 9,450 $2.2M
Beverly Hills Private Wealth, LLC 0.50% Reduce -6.7% 9,436 $2.1M
Trajan Wealth LLC 0.15% — 9,435 $2.1M
Institute for Wealth Management, LLC. 0.28% Reduce -0.5% 9,429 $2.1M
Meeder Advisory Services, Inc. 0.22% Add +5.4% 9,417 $2.1M
Bridgeway Capital Management, LLC 0.04% No change 9,400 $2.1M
Carl P. Sherr & Co., LLC 1.21% Add +0.0% 9,398 $2.1M
Trustco Bank Corp. N Y 2.22% Reduce -3.3% 9,394 $2.1M
Qtron Investments LLC 0.30% Reduce -5.6% 9,388 $2.1M
Pinnacle Holdings, LLC 0.88% Reduce -7.7% 9,351 $2.1M
Beacon Investment Advisors LLC 1.21% No change 9,328 $2.1M
First National Trust Co 0.09% Reduce -15.7% 9,319 $2.1M
Applied Capital LLC 1.71% Add +1.9% 9,249 $2.1M
Northern Financial Advisors Inc 1.64% Add +0.9% 9,225 $2.1M
TAGStone Capital, Inc. 1.23% Add +0.4% 9,217 $2.1M
Moors & Cabot, Inc. 0.11% Add +10.5% 9,190 $2.1M
Beacon Bank & Trust 0.52% Reduce -3.6% 9,190 $2.1M
Lowe Brockenbrough & Co. Inc. 0.14% Reduce -21.2% 9,163 $2.1M
Provenance Wealth Advisors, LLC 0.29% Add +0.1% 9,132 $2.1M
Provident Co of the Employees of the Hebrew University LTD 2.20% — 9,129 $2.1M
Signature Wealth Management Group 0.94% Add +1.0% 8,987 $2.1M
Duality Advisers, LP 0.20% Add +20.2% 9,119 $2.1M
American Trust 0.17% Add +2.0% 9,119 $2.1M
RFG Advisory, LLC 0.07% Add +1.1% 9,115 $2.1M
Catalyst Funds Management Pty Ltd 0.58% — 9,100 $2.1M
Woodmont Investment Counsel LLC 0.17% Reduce -2.5% 9,067 $2.1M
MainStreet Investment Advisors LLC 0.25% Add +19.4% 9,036 $2.1M
Hyman Charles D 0.11% No change 8,998 $2.0M
HBK Sorce Advisory LLC 0.07% Add +5.1% 8,997 $2.0M
Evergreen Capital Management LLC 0.08% Add +3.0% 8,997 $2.0M
Wedmont Private Capital 0.15% Add +2.2% 9,310 $2.0M
Argent Advisors, Inc. 0.81% Reduce -0.1% 8,971 $2.0M
Concurrent Investment Advisors, LLC 0.08% Reduce -36.2% 8,963 $2.0M
Csenge Advisory Group 0.11% Add +1.5% 8,941 $2.0M
Lake Street Advisors Group, LLC 0.09% Reduce -1.1% 8,881 $2.0M
Coastal Bridge Advisors, LLC 0.46% Add +0.1% 8,849 $2.0M
Fiduciary Family Office, LLC 0.79% Add +14.7% 8,846 $2.0M
Midwest Professional Planners, LTD. 0.71% Add +260.8% 8,835 $2.0M
Axxcess Wealth Management, LLC 0.06% Add +95.6% 8,812 $2.0M
PKO Investment Management Joint-Stock Co 0.24% New 8,753 $2.0M
Beaumont Financial Advisors, LLC 0.16% No change 8,786 $2.0M
Invst, LLC 0.23% Add +2.2% 8,708 $2.0M
First Horizon Advisors, Inc. 0.06% Add +2.0% 8,703 $2.0M
Moneta Group Investment Advisors LLC 0.03% Add +15.3% 8,677 $2.0M
Berkshire Asset Management LLC 0.10% Add +0.0% 8,674 $2.0M
SageView Advisory Group, LLC 0.10% Reduce -20.7% 8,663 $2.0M
Pitcairn Co. 0.13% Add +2.7% 8,620 $2.0M
Howard Capital Management Group, LLC 0.15% No change 8,615 $2.0M
Nicholas Hoffman & Company, LLC. 0.10% Reduce -25.4% 8,598 $2.0M
Walter & Keenan Wealth Management LLC /in/ 0.64% No change 8,582 $2.0M
Parkside Financial Bank & Trust 0.31% Add +8.0% 8,565 $2.0M
Wolf Group Capital Advisors 0.92% No change 11,159 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.91% Reduce -11.2% 8,528 $1.9M
Taylor Frigon Capital Management LLC 0.93% Add +0.2% 8,527 $1.9M
Ingalls & Snyder LLC 0.09% Reduce -0.7% 8,520 $1.9M
Pinnacle Wealth Management, LLC 2.01% New 8,481 $1.9M
Blue Zone Wealth Advisors, LLC 0.66% Reduce -6.6% 8,447 $1.9M
Rothschild Investment LLC 0.14% Add +127.6% 8,427 $1.9M
Icon Wealth Advisors, LLC 0.18% Add +214.9% 8,423 $1.9M
Hartford Funds Management Co LLC 0.18% Add +13.2% 8,418 $1.9M
Ritholtz Wealth Management 0.07% Add +20.0% 8,413 $1.9M
Alpha DNA Investment Management LLC 1.05% New 8,386 $1.9M
Gateway Investment Advisers LLC 0.02% Reduce -4.2% 8,386 $1.9M
Hamilton Capital Partners Inc. 0.23% New 8,383 $1.9M
Principle Wealth Partners LLC 0.15% Add +1.3% 8,381 $1.9M
Signet Investment Advisory Group, Inc. 1.04% Reduce -8.5% 8,361 $1.9M
MassMutual Private Wealth & Trust, FSB 0.06% Add +5.8% 8,341 $1.9M
FineMark National Bank & Trust 0.07% Add +5.6% 8,324 $1.9M
Amarillo National Bank 0.35% No change 8,313 $1.9M
Sciencast Management LP 1.15% New 8,263 $1.9M
Evoke Wealth, LLC 0.06% New 8,247 $1.9M
Lazard Freres Gestion S.A.S. 0.05% No change 8,235 $1.9M
Osborne Partners Capital Management, LLC 0.12% Reduce -1.7% 8,221 $1.9M
Moloney Securities Asset Management, LLC 0.28% Reduce -4.1% 8,153 $1.9M
Triad Investment Management 2.25% No change 8,138 $1.9M
Panagora Asset Management Inc. 0.01% Reduce -52.1% 8,106 $1.8M
Vise Technologies, Inc. 0.36% Reduce -25.3% 8,095 $1.8M
Wilmington Savings Fund Society, FSB 0.07% — 8,091 $1.8M
EFG Asset Management (North America) Corp. 0.32% Reduce -0.5% 8,080 $1.8M
Balyasny Asset Management L.P. 0.00% Reduce -96.8% 8,068 $1.8M
Citizens National Bank Trust Department 0.42% Reduce -4.2% 8,039 $1.8M
Acadian Asset Management LLC 0.01% Reduce -49.1% 8,041 $1.8M
Bank of New Hampshire 0.48% Add +717.2% 8,025 $1.8M
Oldfather Financial Services, LLC 0.75% No change 7,995 $1.8M
Cannell & Spears LLC 0.04% Add +27.7% 7,993 $1.8M
Boltwood Capital Management 0.56% Reduce -1.1% 7,960 $1.8M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -11.2% 7,954 $1.8M
Advisory Research Inc. 0.36% Reduce -1.3% 7,947 $1.8M
Cape Cod Five Cents Savings Bank 0.17% Reduce -4.3% 7,930 $1.8M
Delphi Management Inc. 1.39% Reduce -11.7% 7,871 $1.8M
Intellectus Partners, LLC 0.47% Reduce -6.5% 7,846 $1.8M
Sirios Capital Management L P 0.34% Add +1.1% 7,836 $1.8M
GLOBALT Investments LLC / GA 0.07% Reduce -3.5% 7,795 $1.8M
Independent Financial Group, LLC 0.08% Add +22.6% 7,762 $1.8M
Anchor Investment Management, LLC 0.18% Add +0.3% 7,670 $1.7M
Excalibur Management Corp. 0.74% Reduce -0.5% 7,658 $1.7M
Spinnaker Trust 0.11% Add +0.3% 7,654 $1.7M
RMR Capital Management, LLC 1.73% No change 7,629 $1.7M
Cubist Systematic Strategies, LLC 0.02% New 7,624 $1.7M
Raab & Moskowitz Asset Management LLC 0.48% Reduce -1.5% 7,613 $1.7M
Linden Thomas Advisory Services, LLC 0.28% Add +19.7% 7,566 $1.7M
Palisade Asset Management, LLC 0.17% Reduce -5.5% 7,558 $1.7M
Redwood Investment Management, LLC 0.16% Reduce -3.0% 7,523 $1.7M
Dover Advisors, LLC 1.16% Add +65.5% 7,437 $1.7M
Retireful, LLC 0.70% Reduce -2.5% 7,415 $1.7M
Karpas Strategies, LLC 0.52% Add +0.1% 7,409 $1.7M
Stablepoint Partners, LLC 0.34% Add +10.1% 7,402 $1.7M
Holderness Investments Co. 0.41% Reduce -0.5% 7,392 $1.7M
Veracity Capital LLC 0.65% Add +1.8% 7,387 $1.7M
Caldwell Sutter Capital, Inc. 0.81% Reduce -0.1% 7,342 $1.7M
Diversify Advisory Services, LLC 0.10% — 7,327 $1.7M
Associated Banc-Corp 0.05% Reduce -1.7% 7,316 $1.7M
Nixon Peabody Trust Co. 0.15% Reduce -0.3% 7,304 $1.7M
Lanark Financial, Inc. 0.16% Add +2.0% 7,273 $1.7M
Birinyi Associates Inc. 0.54% No change 7,250 $1.7M
Western Wealth Management, LLC 0.13% Reduce -12.4% 7,237 $1.6M
Zhang Financial LLC 0.12% Add +34.5% 7,233 $1.6M
RNC Capital Management LLC 0.09% Reduce -8.9% 7,222 $1.6M
Vident Advisory, LLC 0.03% Add +1.4% 7,217 $1.6M
Center for Financial Planning, Inc. 0.25% Add +5.3% 7,202 $1.6M
Auxier Asset Management LLC 0.25% Reduce -1.0% 7,188 $1.6M
Everett Harris & Co. 0.02% Reduce -27.0% 7,188 $1.6M
Cadence Bank 0.12% Reduce -0.5% 7,145 $1.6M
Van Strum & Towne Inc. 0.59% No change 7,140 $1.6M
Chesapeake Wealth Management 0.59% Reduce -5.0% 7,125 $1.6M
Ashton Thomas Private Wealth, LLC 0.09% Add +8.3% 7,108 $1.6M
Bryn Mawr Trust Advisors, LLC 0.09% Reduce -32.7% 4,834 $1.6M
ExodusPoint Capital Management, LP 0.02% New 7,101 $1.6M
McAdam, LLC 0.10% Add +0.4% 7,080 $1.6M
Transatlantique Private Wealth LLC 0.70% Add +0.0% 7,152 $1.6M
Monte Financial Group, LLC 0.70% Reduce -0.3% 7,050 $1.6M
Bank of Hawaii 0.08% Add +9.9% 7,007 $1.6M
Fort Point Capital Partners LLC 0.22% No change 7,000 $1.6M
Mutual Advisors, LLC 0.05% Add +15.7% 6,995 $1.6M
Groupama Asset Managment 0.03% Reduce -81.0% 3,319 $1.6M
Forum Financial Management, LP 0.03% No change 6,952 $1.6M
Trust Asset Management LLC 0.14% No change 6,944 $1.6M
Obermeyer Wealth Partners 0.09% Add +0.2% 6,910 $1.6M
Balentine LLC 0.05% Add +3.0% 6,907 $1.6M
L2 Asset Management, LLC 0.52% Add +25.5% 6,904 $1.6M
AIA Group Ltd 0.05% Reduce -63.3% 6,900 $1.6M
Citadel Investment Advisory, Inc. 0.89% No change 6,884 $1.6M
Piscataqua Savings Bank 1.38% Reduce -0.2% 6,878 $1.6M
Lake Street Private Wealth, LLC 0.22% Add +19.3% 6,848 $1.6M
Gratus Capital, LLC 0.07% Add +331.5% 6,817 $1.6M
Beacon Financial Group 0.18% Reduce -2.9% 6,794 $1.5M
Allworth Financial LP 0.01% Add +9.0% 6,788 $1.5M
Insight Advisors, LLC/ PA 0.30% Reduce -0.8% 6,784 $1.5M
Symphony Financial, Ltd. Co. 0.36% Reduce -3.4% 6,779 $1.5M
Global Retirement Partners, LLC 0.06% Add +4.4% 6,771 $1.5M
Essex Investment Management Co. LLC 0.30% Reduce -0.5% 6,762 $1.5M
RMR Wealth Builders 0.19% Add +8.4% 6,729 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +56.6% 6,702 $1.5M
Busey Bank 0.05% Reduce -1.1% 6,670 $1.5M
SOA Wealth Advisors, LLC. 0.31% Add +3.2% 6,658 $1.5M
AXS Investments LLC 0.36% Reduce -9.3% 6,635 $1.5M
Duff & Phelps Investment Management Co. 0.02% Add +3.1% 6,634 $1.5M
Grove Bank & Trust 0.25% Add +77.8% 6,625 $1.5M
Smithfield Trust Co 0.08% Reduce -0.9% 6,603 $1.5M
Greenwood Gearhart LLC 0.15% Reduce -5.3% 6,623 $1.5M
Davis Investment Partners, LLC 0.66% Reduce -0.9% 6,927 $1.5M
Dynasty Wealth Management, LLC 0.05% — 6,573 $1.5M
Simmons Bank 0.11% Reduce -14.8% 6,566 $1.5M
SRN Advisors, LLC 1.16% Reduce -1.6% 6,536 $1.5M
Patten & Patten Inc. 0.11% Reduce -0.1% 6,533 $1.5M
Aptus Capital Advisors, LLC 0.03% Add +5.9% 6,521 $1.5M
Flputnam Investment Management Co. 0.03% Reduce -2.5% 6,474 $1.5M
Checchi Capital Advisers, LLC 0.11% Reduce -1.8% 6,461 $1.5M
Diligent Investors, LLC 0.37% Reduce -3.8% 6,422 $1.5M
Washington Trust Advisors, Inc. 0.13% Reduce -3.2% 6,418 $1.5M
Woodstock Corp. 0.15% Reduce -0.7% 6,402 $1.5M
S&co Inc. 0.10% No change 6,386 $1.5M
Crestwood Advisors Group, LLC 0.03% Add +19.4% 6,364 $1.4M
Aurora Private Wealth, Inc. 1.25% No change 6,362 $1.4M
Aspiriant, LLC 0.06% Add +0.8% 6,330 $1.4M
Mirabella Financial Services LLP 0.10% Add +1.0% 6,326 $1.4M
Parisi Gray Wealth Management 0.54% Add +0.1% 6,305 $1.4M
Mgo One Seven LLC 0.07% Reduce -8.8% 6,298 $1.4M
Beach Investment Counsel Inc. 0.18% No change 7,633 $1.4M
Weik Capital Management 0.60% No change 6,228 $1.4M
Trust Point Inc. 0.11% Add +5.5% 6,204 $1.4M
HTLF Bank 0.16% Add +0.8% 6,202 $1.4M
Community Bank, N.A. 0.19% Reduce -4.8% 6,197 $1.4M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.6% 6,186 $1.4M
Cigna Investments Inc. 0.27% Reduce -1.5% 6,159 $1.4M
Abundance Wealth Counselors 0.32% Add +0.2% 6,145 $1.4M
PFG Investments, LLC 0.08% Add +237.9% 6,129 $1.4M
Hilltop National Bank 0.47% — 6,123 $1.4M
Weil Company, Inc. 0.55% Add +0.6% 6,035 $1.4M
Private Trust Co. NA 0.15% Add +26.8% 6,018 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% Add +3.4% 6,015 $1.4M
Venturi Wealth Management, LLC 0.09% Add +169.8% 6,014 $1.4M
Quinn Opportunity Partners LLC 0.15% No change 6,000 $1.4M
BayBridge Capital Group, LLC 1.19% Reduce -0.1% 5,855 $1.4M
Fielder Capital Group LLC 0.61% Add +4.8% 5,953 $1.4M
Ransom Advisory, Ltd 0.72% — 5,946 $1.4M
Twin Capital Management Inc. 0.17% Add +1.8% 5,945 $1.4M
Cambridge Financial Group, LLC 0.64% Reduce -3.6% 5,942 $1.4M
YHB Investment Advisors, Inc. 0.12% No change 5,941 $1.4M
Geo Capital Gestora de Recursos Ltd 1.52% Reduce -52.1% 5,911 $1.3M
Westpac Banking Corp. 0.10% Reduce -7.2% 5,897 $1.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +0.2% 5,761 $1.3M
Ascent Group, LLC 0.12% Add +1.6% 5,895 $1.3M
Centiva Capital, LP 0.08% Add +899.5% 5,877 $1.3M
XTX Topco Ltd 0.18% Add +218.6% 5,853 $1.3M
Sentry Investment Management LLC 0.51% No change 5,824 $1.3M
Strategic Investment Advisors / MI 0.17% Reduce -6.1% 5,806 $1.3M
Highline Wealth Partners LLC 0.54% Add +0.5% 5,805 $1.3M
TrinityPoint Wealth, LLC 0.22% Add +0.6% 5,803 $1.3M
Wealthspire Advisors, LLC 0.02% Reduce -8.8% 5,795 $1.3M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -3.7% 5,784 $1.3M
Stokes Family Office, LLC 0.16% Reduce -8.1% 5,767 $1.3M
Ledyard National Bank 0.13% Reduce -3.0% 5,766 $1.3M
Hohimer Wealth Management, LLC 0.30% Add +8.0% 5,689 $1.3M
Derbend Asset Management 0.64% Reduce -7.8% 5,685 $1.3M
Daymark Wealth Partners, LLC 0.07% Reduce -0.1% 100,267 $1.3M
Profit Investment Management, LLC 0.73% No change 5,677 $1.3M
North Star Investment Management Corp. 0.09% Add +18.9% 5,668 $1.3M
Laurel Wealth Advisors LLC 0.22% No change 5,660 $1.3M
Stonebrook Private Inc. 0.38% Add +1.3% 5,657 $1.3M
Focus Partners Advisor Solutions, LLC 0.04% Add +168.0% 5,657 $1.3M
First Citizens Bank & Trust Co. 0.02% Add +114.6% 5,633 $1.3M
Mraz, Amerine & Associates, Inc. 0.24% Reduce -8.3% 5,629 $1.3M
Point72 Asia (Singapore) Pte. Ltd. 0.33% New 5,610 $1.3M
Crewe Advisors LLC 0.15% New 5,595 $1.3M
Sargent Investment Group, LLC 0.28% Add +7.6% 5,589 $1.3M
Northcape Wealth Management, LLC 0.46% No change 5,580 $1.3M
Legacy Edge Advisors, LLC 0.26% Add +8.3% 5,577 $1.3M
Prospera Financial Services Inc 0.04% Add +20.5% 5,541 $1.3M
Syon Capital LLC 0.12% Add +0.5% 5,545 $1.3M
J. W. Coons Advisors, LLC 0.22% Add +33.8% 5,542 $1.3M
Robertson Stephens Wealth Management, LLC 0.07% Add +22.1% 5,524 $1.3M
MeadowBrook Investment Advisors LLC 1.19% Reduce -5.9% 5,518 $1.3M
Strategic Advocates LLC 0.48% Reduce -20.2% 5,500 $1.3M
Icon Advisers Inc. 0.28% No change 5,500 $1.3M
Hall Capital Management Co. Inc. 0.62% Add +0.9% 5,495 $1.3M
Edge Capital Group, LLC 0.06% Reduce -0.5% 5,482 $1.2M
Lavaca Capital LLC 0.76% Add +2.7% 5,471 $1.2M
Gen-Wealth Partners Inc 0.62% — 5,464 $1.2M
Lawson Kroeker Investment Management Inc. 0.23% No change 5,407 $1.2M
KRS Capital Management, LLC 0.99% Reduce -11.9% 5,364 $1.2M
Carr Financial Group Corp 0.41% Add +2.3% 5,360 $1.2M
Mittelman Wealth Management 0.83% — 5,354 $1.2M
Pecaut & Co. 0.45% No change 5,340 $1.2M
Magnus Financial Group LLC 0.15% Add +23.2% 5,334 $1.2M
Barden Capital Management, Inc. 1.17% Reduce -77.3% 5,312 $1.2M
Financial Counselors Inc. 0.02% Add +18.3% 5,297 $1.2M
Vectors Research Management, LLC 0.34% Add +1.5% 5,289 $1.2M
Wealth Alliance, LLC 0.16% Reduce -1.8% 5,270 $1.2M
Waldron Private Wealth LLC 0.05% Add +15.8% 5,266 $1.2M
Procyon Advisors, LLC 0.09% Add +0.4% 5,258 $1.2M
Harbor Investment Advisory, LLC 0.12% Add +22.5% 5,249 $1.2M
Flagship Harbor Advisors, LLC 0.08% Add +1.2% 5,248 $1.2M
United Asset Strategies, Inc. 0.12% Reduce -44.6% 5,234 $1.2M
Ramirez Asset Management, Inc. 0.24% Reduce -6.7% 5,229 $1.2M
Factorial Partners, LLC 0.67% No change 5,200 $1.2M
Manchester Capital Management LLC 0.15% New 5,196 $1.2M
Semper Augustus Investments 0.22% Reduce -19.6% 5,166 $1.2M
Cypress Wealth Services, LLC 0.27% Add +21.8% 5,161 $1.2M
S.A. Mason LLC 0.71% Add +0.2% 5,158 $1.2M
Sterling Wealth Management, Inc. 0.58% No change 5,128 $1.2M
Levin Capital Strategies, L.P. 0.12% Reduce -2.7% 5,115 $1.2M
Old National Bancorp 0.03% Reduce -9.3% 5,114 $1.2M
Grey Street Capital, LLC 0.16% New 5,112 $1.2M
Fifth Third Wealth Advisors LLC 0.18% Add +14.3% 5,092 $1.2M
Cornerstone Planning Group LLC 0.36% Reduce -4.0% 5,001 $1.2M
Beacon Investment Advisory Services, Inc. 0.05% Reduce -4.2% 5,051 $1.2M
Capstone Investment Advisors, LLC 0.04% Add +107.7% 5,046 $1.1M
Garde Capital, Inc. 0.08% Reduce -1.0% 5,013 $1.1M
Brighton Jones LLC 0.04% Add +5.4% 5,004 $1.1M
Spirit of America Management Corp. 0.23% No change 5,000 $1.1M
Jones Financial Companies LLLP 0.00% Add +37.0% 4,988 $1.1M
Confluence Wealth Services, Inc. 0.10% Reduce -1.5% 4,971 $1.1M
Revisor Wealth Management LLC 0.51% New 5,450 $1.1M
Burke & Herbert Bank & Trust Co. 0.85% Reduce -5.1% 4,934 $1.1M
Balefire, LLC 0.40% Reduce -48.9% 4,925 $1.1M
RB Capital Management, LLC 0.31% Add +8.0% 4,917 $1.1M
LM Advisors LLC 0.20% Reduce -16.4% 4,879 $1.1M
Choreo, LLC 0.03% Reduce -14.1% 4,843 $1.1M
Pflug Koory, LLC 0.08% No change 4,833 $1.1M
Saxon Interests, Inc. 0.52% Add +5.4% 4,813 $1.1M
Leisure Capital Management 0.55% Add +2.0% 4,799 $1.1M
Boyar Asset Management Inc. 0.71% Add +11.8% 4,785 $1.1M
Jamison Private Wealth Management, Inc. 0.18% Add +0.2% 4,780 $1.1M
Beaumont Asset Management, L.L.C. 0.72% Add +11.0% 4,760 $1.1M
Focus Financial Network, Inc. 0.05% — 4,983 $1.1M
Byrne Asset Management LLC 0.88% Add +1.8% 4,753 $1.1M
IHT Wealth Management, LLC 0.04% Reduce -11.9% 4,750 $1.1M
Verus Capital Partners, LLC 0.12% Reduce -9.5% 4,729 $1.1M
Legacy Advisors, LLC 0.14% Add +2.0% 4,729 $1.1M
CX Institutional 0.05% Add +23.1% 4,724 $1.1M
L. Roy Papp & Associates, LLP 0.13% No change 4,721 $1.1M
Mizuho Markets Cayman LP 0.66% No change 5,727 $1.1M
Muirfield Wealth Advisors LLC 1.03% Add +0.3% 4,702 $1.1M
GeoWealth Management, LLC 0.04% Add +276.3% 4,674 $1.1M
WASHINGTON TRUST Co 0.04% Reduce -4.9% 4,656 $1.1M
Prostatis Group LLC 0.40% Add +41.0% 4,680 $1.1M
Ignite Planners, LLC 0.30% Add +1.4% 4,639 $1.1M
TCI Wealth Advisors, Inc. 0.10% Reduce -1.1% 4,637 $1.1M
Bank Ozk 0.47% Add +77.5% 4,632 $1.1M
Harbour Investments, Inc. 0.04% Add +5.0% 4,630 $1.1M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.72% Reduce -20.3% 4,600 $1.0M
Paragon Private Wealth Management, LLC 0.62% Add +3.2% 4,599 $1.0M
Chicago Partners Investment Group LLC 0.04% Add +3.7% 4,379 $1.0M
Sentry LLC 0.20% No change 4,591 $1.0M
Eagle Asset Management Inc. 0.01% Add +33.8% 4,590 $1.0M
Pinnacle Wealth Planning Services, Inc. 0.15% Reduce -0.1% 4,587 $1.0M
Brooks, Moore & Associates, Inc. 0.67% Reduce -8.4% 4,573 $1.0M
Tufton Capital Management 0.20% Reduce -2.1% 4,560 $1.0M
Delta Financial Group, Inc. 0.31% Reduce -2.0% 4,558 $1.0M
Strategic Advisors LLC 0.20% Reduce -13.1% 4,559 $1.0M
Journey Strategic Wealth LLC 0.05% Add +11.9% 4,559 $1.0M
Premier Path Wealth Partners, LLC 0.20% Reduce -6.2% 4,551 $1.0M
Wealthcare Advisory Partners LLC 0.03% Add +6.2% 4,550 $1.0M
Allegheny Financial Group 0.32% Reduce -0.7% 4,548 $1.0M
Twelve Points Wealth Management LLC 0.38% Reduce -0.7% 4,538 $1.0M
Commerzbank Aktiengesellschaft 0.03% Reduce -66.2% 4,523 $1.0M
Becker Capital Management Inc. 0.04% New 4,491 $1.0M
First Affirmative Financial Network 0.75% Reduce -0.4% 4,488 $1.0M
Mather Group, Llc. 0.02% Reduce -7.8% 5,450 $1.0M
Ervin Investment Management, LLC 0.71% No change 4,481 $1.0M
RFP Financial Group LLC 0.40% Add +0.5% 4,476 $1.0M
Orrstown Financial Services Inc. 0.57% Reduce -0.5% 4,473 $1.0M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 4,473 $1.0M
Advisors Capital Management, LLC 0.02% Add +6.2% 4,464 $1.0M
Bedel Financial Consulting, Inc. 0.16% Reduce -0.8% 4,465 $1.0M
WealthTrust Axiom LLC 0.33% Reduce -11.5% 4,457 $1.0M
Elevation Point Wealth Partners, LLC 0.08% Add +39.8% 4,444 $1.0M
PFG Advisors 0.07% Add +11.9% 4,434 $1.0M
IFG Advisors, LLC 0.26% Add +0.1% 4,432 $1.0M
Resources Management Corp. /CT/ 0.15% Reduce -0.1% 4,430 $1.0M
Sage Rhino Capital LLC 0.24% Add +5.0% 4,431 $1.0M
Leavell Investment Management, Inc. 0.06% Reduce -2.7% 4,425 $1.0M
Atlas Brown,Inc. 0.37% Add +0.9% 4,405 $1.0M
Baker Tilly Wealth Management, LLC 0.18% Reduce -7.3% 4,402 $1.0M
Conning Inc. 0.03% Reduce -2.6% 4,400 $1.0M
Avantax Planning Partners, Inc. 0.03% Add +13.1% 4,388 $999K
Schulhoff & Co. Inc. 0.44% No change 4,370 $995K
Guardian Investment Management 0.80% Reduce -5.4% 4,367 $994K
Sompo Asset Management Co., Ltd. 0.16% No change 4,360 $993K
Bond & Devick Financial Network, Inc. 0.54% No change 4,354 $991K
Oxbow Advisors, LLC 0.14% No change 4,353 $991K
Proathlete Wealth Management LLC 0.52% Reduce -2.3% 4,318 $983K
Spire Wealth Management 0.02% Add +1.0% 4,315 $983K
Capital Management Associates 1.17% Reduce -16.7% 4,308 $981K
Red Door Wealth Management, LLC 0.19% No change 4,299 $979K
Lebenthal Global Advisors, LLC 0.22% Add +5.0% 4,292 $977K
Midland Wealth Advisors, LLC 0.06% Reduce -0.1% 4,282 $975K
Symmetry Partners, LLC 0.08% No change 4,258 $970K
Aspire Private Capital, LLC 0.26% Add +12.5% 4,254 $969K
Benin Management CORP 0.31% Add +3.1% 4,254 $969K
Blue Trust, Inc. 0.01% Add +25.3% 4,244 $966K
Clarius Group, LLC 0.07% Reduce -13.0% 4,240 $965K
Baker Avenue Asset Management, LP 0.04% Reduce -11.9% 4,240 $965K
Boston Financial Mangement LLC 0.03% Add +7.1% 4,233 $964K
Adero Partners, LLC 0.07% Add +0.1% 4,225 $962K
Wellington Shields & Co., LLC 0.32% Reduce -2.3% 4,220 $961K
Lyell Wealth Management, LP 0.10% No change 4,205 $957K
Versor Investments LP 0.19% Reduce -4.5% 4,202 $957K
Prairie Sky Financial Group LLC 0.57% No change 4,181 $952K
Essex Financial Services, Inc. 0.09% Add +6.3% 4,169 $949K
Alhambra Investment Management LLC 0.52% Reduce -2.1% 4,165 $948K
GAMMA Investing LLC 0.19% Add +10.9% 4,162 $948K
Koshinski Asset Management, Inc. 0.10% Add +2.7% 4,131 $941K
Householder Group Estate & Retirement Specialist, LLC 0.28% Reduce -2.3% 4,122 $939K
Baldwin Investment Management, LLC 0.13% No change 4,110 $936K
Virtus Advisers, LLC 0.49% Add +1.0% 4,081 $929K
Ellevest, Inc. 0.06% Add +5.9% 4,076 $928K
WBH Advisory Inc. 0.10% Add +0.3% 4,061 $925K
Curi Capital, LLC 0.02% Add +10.3% 4,061 $925K
Fidelis Capital Partners, LLC 0.14% Add +40.4% 4,060 $924K
Mango Five Family, Inc. 0.31% No change 4,054 $923K
Evermay Wealth Management LLC 0.14% Reduce -1.9% 4,041 $920K
Morse Asset Management, Inc 0.24% No change 4,040 $920K
Ipswich Investment Management Co., Inc. 0.22% Add +8.6% 4,036 $919K
American National Bank & Trust 0.12% Add +10.4% 4,026 $917K
Centerpoint Advisors, LLC 0.34% Add +1.9% 3,987 $908K
Evanson Asset Management, LLC 0.07% Reduce -5.0% 3,986 $908K
Salem Investment Counselors Inc. 0.03% Add +0.6% 3,979 $906K
Private Ocean, LLC 0.10% Add +20.0% 3,953 $900K
Veltria Advisors Corp. 0.23% Add +156.5% 3,950 $899K
Alexander Randolph Advisory, Inc. 0.79% Reduce -4.8% 3,940 $897K
West Coast Financial LLC 0.11% Add +1.3% 3,925 $894K
First Western Trust Bank 0.04% Reduce -2.1% 3,921 $893K
Culbertson A N & Co. Inc. 0.15% No change 3,913 $891K
BigSur Wealth Management LLC 0.28% No change 3,900 $888K
Modern Wealth Management, LLC 0.08% Add +8.1% 3,893 $886K
Sanders Morris Harris LLC 0.16% No change 3,892 $886K
Next Level Private LLC 0.41% Add +80.5% 3,889 $885K
Kingswood Wealth Advisors, LLC 0.10% Add +109.0% 3,873 $882K
Oakworth Capital, Inc. 0.07% Reduce -0.6% 3,872 $882K
Capital Analysts, LLC 0.04% Add +0.2% 3,862 $879K
CWA Asset Management Group, LLC 0.05% Add +12.8% 3,839 $874K
Accredited Investors Inc. 0.06% Add +2.3% 3,828 $872K
MTM Investment Management, LLC 0.36% No change 3,828 $872K
Mayflower Financial Advisors, LLC 0.15% Add +14.1% 3,817 $869K
Orleans Capital Management Corp. 0.57% Add +12.9% 3,815 $869K
River Global Investors LLP 0.22% Reduce -1.1% 3,803 $866K
Solitude Financial Services 0.40% Add +3.9% 3,793 $864K
Basepoint Wealth LLC 0.65% Reduce -11.6% 3,791 $863K
Sunflower Bank, N.A. 0.19% No change 3,790 $863K
Canopy Partners, LLC 0.42% Add +8.5% 3,773 $859K
Thoroughbred Financial Services, LLC 0.08% Reduce -54.3% 3,761 $856K
Passumpsic Savings Bank 0.54% — 3,734 $850K
Harvest Fund Management Co., Ltd 0.08% Add +10222.2% 3,716 $846K
Breakwater Capital Group 0.21% Add +0.8% 3,708 $844K
Delta Investment Management, LLC 0.19% Reduce -2.4% 3,673 $836K
Prescott Group Capital Management, L.L.C. 0.13% No change 3,662 $834K
Borer Denton & Associates, Inc. 0.30% Add +3.8% 3,662 $834K
Belpointe Asset Management LLC 0.06% Add +36.0% 3,656 $833K
LGL Partners, LLC 0.14% Add +0.0% 3,653 $832K
Friedenthal Financial 0.51% New 3,653 $832K
Aries Wealth Management 0.27% Reduce -1.0% 3,614 $823K
Estabrook Capital Management 0.13% Reduce -10.1% 3,609 $822K
Saybrook Capital 0.22% No change 3,600 $820K
Oak Asset Management, LLC 0.30% No change 3,580 $815K
Heritage Wealth Advisors 0.04% No change 3,561 $811K
Wesbanco Bank Inc. 0.03% Add +16.8% 3,559 $810K
Cornerstone Wealth Management, LLC 0.07% Add +1.6% 3,559 $810K
BSW Wealth Partners 0.14% Add +8.3% 3,556 $810K
Alerus Financial NA 0.06% Reduce -0.5% 3,550 $808K
Lazari Capital Management, Inc. 0.44% Reduce -2.8% 3,530 $804K
Hills Bank & Trust Co 0.07% Reduce -0.1% 3,528 $803K
Navellier & Associates Inc. 0.10% No change 3,526 $803K
Linscomb Wealth, Inc. 0.04% Reduce -8.6% 3,510 $799K
LVW Advisors, LLC 0.13% Add +1.1% 3,484 $793K
CW Advisors, LLC 0.01% Reduce -65.4% 3,478 $792K
US Asset Management LLC 0.71% Reduce -1.4% 3,456 $787K
Cidel Asset Management Inc. 0.06% Reduce -3.6% 3,445 $784K
Cetera Trust Company, N.A 0.47% No change 3,435 $782K
Resolute Wealth Strategies, LLC 0.47% Reduce -5.8% 3,422 $779K
AlTi Global, Inc. 0.02% Add +151.4% 3,419 $779K
Richwood Investment Advisors, LLC 0.69% Reduce -0.0% 3,410 $777K
Plancorp, LLC 0.03% Add +3.2% 3,409 $776K
MIdWestOne Financial Group, Inc. 0.14% No change 3,404 $775K
Tanager Wealth Management LLP 0.12% Add +6.6% 3,386 $771K
Wolverine Trading, LLC 0.01% Reduce -34.5% 3,371 $768K
Carnegie Investment Counsel 0.02% Reduce -6.3% 3,362 $766K
Aspen Investment Management Inc 0.39% Add +1.0% 3,355 $764K
Philadelphia Trust Co. 0.06% No change 3,357 $764K
International Assets Investment Management, LLC 0.08% Reduce -93.9% 3,356 $764K
Kovack Advisors, Inc. 0.09% Add +8.8% 3,351 $763K
Cornerstone Wealth Group, LLC 0.07% Add +11.0% 3,347 $762K
Defined Wealth Management, LLC 0.55% Reduce -2.4% 3,347 $762K
Lifeworks Advisors, LLC 0.21% Reduce -3.8% 3,347 $762K
Bell Bank 0.07% New 3,327 $758K
Gratus Wealth Advisors, LLC 0.14% Add +107.8% 3,480 $757K
Atlanta Consulting Group Advisors, LLC 0.26% — 3,318 $756K
Geller Advisors LLC 0.06% Add +2.2% 3,309 $753K
Hartford Financial Management Inc. 0.16% No change 3,288 $749K
Maven Securities LTD 0.04% New 3,288 $749K
IFP Advisors, Inc 0.03% Add +5.0% 3,287 $748K
Somerville Kurt F 0.13% No change 3,285 $748K
Sigma Investment Counselors Inc. 0.05% No change 3,273 $745K
SPC Financial, Inc. 0.07% No change 3,271 $745K
Aaron Wealth Advisors LLC 0.11% Add +10.9% 3,267 $744K
First Foundation Advisors 0.03% Add +7.2% 3,261 $743K
Quantum Portfolio Management LLC 0.42% Add +7.6% 3,245 $739K
Matrix Asset Advisors Inc. 0.09% No change 3,228 $735K
Tompkins Financial Corp. 0.08% No change 3,216 $732K
SignalPoint Asset Management, LLC 0.20% Add +0.0% 3,205 $730K
Teza Capital Management LLC 0.10% Reduce -63.6% 3,196 $728K
Cipher Capital LP 0.34% Add +80.3% 3,193 $727K
Altfest L J & Co. Inc. 0.10% Reduce -1.5% 3,191 $727K
Compound Planning, Inc. 0.07% Add +16.9% 3,192 $727K
First International Bank & Trust 0.25% Add +8.7% 3,185 $725K
Pekin Hardy Strauss, Inc. 0.10% Add +13.4% 3,175 $723K
Olistico Wealth, LLC 0.52% Add +46.9% 3,145 $716K
Eagle Ridge Investment Management 0.07% No change 3,139 $715K
Westmount Partners, LLC 0.26% Add +0.8% 3,132 $713K
SYSTM Wealth Solutions LLC 0.09% Reduce -5.6% 3,132 $713K
Old Mission Investment Co LLC 0.24% Add +0.1% 3,130 $713K
McGlone Suttner Wealth Management, Inc. 0.13% Add +31.0% 3,123 $711K
Engineers Gate Manager LP 0.02% Reduce -47.1% 3,112 $709K
Exchange Bank 0.58% No change 3,109 $708K
Purus Wealth Management, LLC 0.35% Reduce -0.6% 3,108 $708K
Fort Pitt Capital Group, LLC 0.02% Reduce -4.0% 3,102 $706K
Ridgewood Investments LLC 0.37% No change 3,091 $704K
Zullo Investment Group, Inc. 0.33% Add +2.6% 3,090 $704K
Portside Wealth Group, LLC 0.13% Reduce -10.2% 3,090 $704K
Outlook Wealth Advisors, LLC 0.22% Reduce -8.0% 3,090 $704K
Hoylecohen, LLC 0.05% Add +3.4% 3,087 $703K
Alpha Cubed Investments, LLC 0.04% Add +127.1% 3,066 $698K
Bath Savings Trust Co 0.07% Add +1.9% 3,064 $698K
Financial Management Network Inc. 0.17% Reduce -4.9% 3,163 $695K
Abbrea Capital, LLC 0.09% No change 3,042 $693K
Cary Street Partners Asset Management LLC 0.11% Reduce -1.6% 3,039 $692K
ERn Financial, LLC 0.12% No change 3,035 $691K
Clean Yield Group 0.27% Reduce -3.2% 3,032 $690K
Reynders McVeigh Capital Management, LLC 0.04% Add +0.1% 3,019 $688K
Meridian Wealth Management, LLC 0.11% Reduce -2.5% 3,015 $686K
SeaCrest Wealth Management, LLC 0.08% Reduce -17.3% 3,012 $686K
Vivid Wealth Management, LLC 0.43% Add +1.3% 3,006 $684K
Weybosset Research & Management LLC 0.25% No change 1,150 $684K
Authentikos Wealth Advisory, LLC 0.69% No change 3,000 $683K
Legacy Wealth Management, LLC / MS 0.31% No change 3,000 $683K
Acima Private Wealth, LLC 0.25% No change 3,000 $683K
Scissortail Wealth Management, LLC 0.18% Reduce -33.9% 3,000 $683K
Mitchell Sinkler & Starr 0.17% Add +30.4% 3,000 $683K
Quent Capital, LLC 0.08% Add +12.9% 2,982 $679K
Ellis Investment Partners, LLC 0.15% Reduce -25.2% 2,972 $677K
EverSource Wealth Advisors, LLC 0.05% Reduce -0.7% 2,891 $677K
Great Valley Advisor Group, Inc. 0.02% Reduce -9.7% 2,964 $674K
Graypoint LLC 0.05% Add +9.0% 2,957 $673K
Embree Financial Group 0.13% Add +0.2% 2,949 $672K
Tradition Wealth Management, LLC 0.07% Add +0.0% 2,948 $671K
Arrow Financial Corp 0.07% Reduce -1.2% 2,933 $668K
Union Savings Bank 0.35% Reduce -23.6% 2,918 $664K
Texas Yale Capital Corp. 0.03% Add +2.1% 2,916 $664K
PDS Planning, Inc 0.07% Add +6.1% 2,915 $664K
Waters Parkerson & Co., LLC 0.03% Add +31.5% 2,912 $663K
Cambridge Advisors Inc. 0.16% No change 2,910 $663K
Twin Lakes Capital Management, LLC 0.45% Add +0.1% 2,907 $662K
Legal Advantage Investments, Inc. 0.37% Reduce -3.3% 2,900 $660K
VeraBank, N.A. 0.21% No change 2,898 $660K
Smartleaf Asset Management LLC 0.13% Add +33.6% 2,888 $658K
Kozak & Associates, Inc. 0.18% Add +0.6% 2,723 $657K
Summit Financial Group, Inc. 0.23% No change 2,885 $657K
Brooklyn Investment Group 0.28% Reduce -0.3% 2,886 $657K
Wellington Wealth Strategies, LLC. 0.31% New 2,884 $657K
InterOcean Capital Group, LLC 0.02% Reduce -11.4% 2,880 $656K
LongView Wealth Management 0.26% Reduce -10.4% 2,879 $656K
Donoghue Forlines LLC 0.19% Reduce -19.2% 2,879 $656K
Knightsbridge Asset Management, LLC 0.19% No change 3,499 $655K
FirstPurpose Wealth LLC 0.24% Reduce -3.3% 3,007 $654K
Centennial Bank 0.33% No change 2,870 $653K
Bank Hapoalim BM 0.09% Reduce -0.7% 2,870 $653K
Kavar Capital Partners Group, LLC 0.12% New 2,867 $653K
Bristol John W & Co. Inc. 0.01% No change 2,851 $649K
Marcum Wealth, LLC 0.07% Add +6.8% 2,848 $649K
Nilsine Partners, LLC 0.09% Reduce -2.9% 2,843 $647K
Burford Brothers, Inc. 0.42% Add +9.4% 2,840 $647K
CoreFirst Bank & Trust 0.40% Reduce -0.9% 2,823 $643K
Quadrant Private Wealth Management, LLC 0.16% Reduce -3.7% 2,819 $642K
McIlrath & Eck, LLC 0.10% No change 2,802 $638K
Kearns & Associates LLC 0.49% No change 2,800 $638K
Navera Investment Management Ltd. 0.01% No change 2,800 $638K
Graves Light Lenhart Wealth, Inc. 0.07% No change 2,783 $634K
Fortune Financial Advisors, LLC 0.40% Reduce -2.1% 2,782 $634K
Avestar Capital, LLC 0.07% Add +37.6% 2,782 $633K
Strategic Blueprint, LLC 0.04% Reduce -5.6% 2,770 $631K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -52.7% 2,768 $630K
Hanson & Doremus Investment Management 0.11% Reduce -2.1% 2,765 $630K
Partnership Wealth Management, LLC 0.44% Add +0.1% 2,753 $627K
Guardian Wealth Advisors, LLC / NC 0.08% Add +2.9% 2,751 $626K
Marietta Investment Partners LLC 0.14% No change 2,750 $626K
Doliver Advisors, LP 0.18% Reduce -4.6% 2,749 $626K
Millington Financial Advisors, LLC 0.44% No change 2,727 $621K
TNF LLC 0.25% No change 2,595 $621K
Midwest Financial Group LLC 0.42% No change 2,723 $620K
Triangle Securities Wealth Management 0.18% No change 2,710 $617K
Bar Harbor Wealth Management 0.04% Add +29.2% 2,709 $617K
MCF Advisors LLC 0.05% Reduce -30.9% 2,707 $616K
Farther Finance Advisors, LLC 0.04% Add +17.0% 2,707 $616K
Athena Investment Management 0.37% Reduce -2.6% 2,700 $615K
Stratos Wealth Advisors, LLC 0.04% Add +22.3% 2,698 $615K
REDW Wealth LLC 0.17% Add +1.6% 2,698 $614K
PFC Capital Group, Inc. 0.33% No change 2,700 $614K
Sage Mountain Advisors LLC 0.06% Add +2.0% 2,690 $612K
Cherry Tree Wealth Management, LLC 0.15% No change 2,675 $609K
Advisor OS, LLC 0.07% Add +7.8% 2,673 $609K
Tiemann Investment Advisors, LLC 0.27% Reduce -0.9% 2,651 $604K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +4.4% 2,650 $603K
Outfitters Financial LLC 0.49% New 2,625 $598K
Inceptionr LLC 0.15% New 2,614 $595K
Advisor Resource Council 0.25% New 3,167 $593K
Lindbrook Capital, LLC 0.06% Add +18.9% 2,604 $593K
LGT Fund Management Co Ltd. 0.25% No change 2,600 $592K
Pioneer Trust Bank N A 0.16% No change 2,600 $592K
Wexford Capital LP 0.12% No change 2,600 $592K
Global Trust Asset Management, LLC 0.24% Reduce -13.3% 2,599 $592K
Founders Financial Alliance, LLC 0.18% Add +6.1% 2,594 $591K
HUB Investment Partners, LLC 0.03% New 2,582 $588K
NORTHSTAR ASSET MANAGEMENT Co 0.14% Add +1.0% 2,581 $588K
Mechanics Bank Trust Department 0.09% Add +0.3% 2,580 $587K
Lewis Asset Management, LLC 0.48% Add +5.9% 2,579 $587K
Cozad Asset Management Inc. 0.06% Add +31.3% 2,571 $585K
AdvisorShares Investments LLC 0.11% No change 2,570 $585K
Essex Bank 0.17% No change 3,121 $585K
MWA Asset Management 0.42% Reduce -9.8% 2,565 $584K
Sippican Capital Advisors 0.45% Reduce -45.1% 2,559 $583K
Prelude Capital Management, LLC 0.04% Add +87.3% 2,558 $582K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.02% Add +306.2% 2,551 $581K
Duncker Streett & Co. Inc. 0.11% No change 2,550 $581K
Meridian Wealth Advisors, LLC 0.11% No change 2,549 $580K
Harbour Investment Management LLC 0.27% No change 2,539 $578K
Indiana Trust & Investment Management Co 0.23% No change 2,537 $578K
Shufro Rose & Co. LLC 0.05% Reduce -16.5% 2,533 $577K
FinTrust Capital Advisors, LLC 0.11% Add +15.2% 2,526 $575K
Hunter Associates Investment Management LLC 0.10% No change 2,524 $575K
Larson Financial Group LLC 0.04% Add +4.1% 2,518 $573K
Acropolis Investment Management, LLC 0.04% Reduce -11.5% 2,517 $573K
Summit Global Investments 0.04% Reduce -40.0% 2,516 $573K
Burt Wealth Advisors 0.15% No change 2,515 $573K
Worth Financial Advisory Group, LLC 0.40% New 2,515 $573K
Traphagen Investment Advisors LLC 0.06% Add +0.1% 2,513 $572K
Enterprise Financial Services Corp 0.34% Reduce -8.8% 2,510 $572K
Palogic Value Management, L.P. 0.25% No change 2,506 $571K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 2,503 $570K
Accent Capital Management, LLC 0.49% No change 2,500 $569K
Pursue Wealth Partners LLC 0.34% No change 2,500 $569K
Trillium Asset Management, LLC 0.01% Reduce -42.7% 2,501 $569K
Regatta Capital Group, LLC 0.13% Reduce -2.8% 2,497 $569K
Sage Capital Management, LLC 0.31% Reduce -0.5% 2,493 $568K
Tobam 0.05% Reduce -25.4% 2,482 $565K
Achmea Investment Management B.V. 0.01% No change 2,479 $565K
Legacy Financial Advisors, Inc. 0.10% Add +5.3% 2,466 $562K
Covenant Asset Management, LLC 0.14% No change 2,461 $560K
Benedetti & Gucer, Inc. 0.28% No change 2,432 $554K
Stonebridge Capital Advisors LLC 0.05% Reduce -0.2% 2,432 $554K
Childress Capital Advisors, LLC 0.16% Reduce -3.9% 2,430 $553K
Sapient Capital LLC 0.01% Reduce -10.8% 2,430 $553K
FDx Advisors, Inc. 0.08% Reduce -54.2% 2,427 $553K
Catalina Capital Group, LLC 0.24% Add +115.5% 2,416 $550K
Tritonpoint Wealth, LLC 0.06% Reduce -34.0% 2,588 $549K
Aua Capital Management, LLC 0.32% Add +0.5% 2,412 $549K
Wittenberg Investment Management, Inc. 0.19% No change 2,410 $549K
Monetary Management Group Inc. 0.15% Add +16.0% 2,407 $548K
LS Investment Advisors, LLC 0.09% No change 2,406 $548K
Confluence Investment Management LLC 0.01% Add +0.2% 2,405 $548K
WMS Partners, LLC 0.04% Add +2.6% 2,402 $547K
Auxano Advisors, LLC 0.16% Add +18.9% 2,401 $547K
Westbourne Investment Advisors, Inc. 0.20% No change 2,398 $546K
DT Investment Partners, LLC 0.06% No change 2,397 $546K
Howland Capital Management LLC 0.03% Reduce -0.9% 2,387 $543K
McLean Asset Management Corp 0.19% Reduce -0.7% 2,471 $543K
Ballast Advisors LLC 0.18% Reduce -5.2% 2,380 $542K
Weaver Consulting Group 0.20% No change 2,378 $541K
Everhart Financial Group, Inc. 0.16% Add +24.8% 2,374 $541K
Princeton Global Asset Management LLC 0.13% Add +4.5% 2,369 $539K
1858 Wealth Management, LLC 0.51% No change 2,877 $539K
Charles Schwab Trust Co 0.05% Add +4.5% 2,356 $536K
Marino, Stram & Associates LLC 0.13% Add +0.3% 2,354 $536K
9258 Wealth Management, LLC 0.08% Reduce -2.0% 2,351 $535K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% No change 2,350 $535K
Moisand Fitzgerald Tamayo, LLC 0.08% Reduce -4.5% 2,338 $532K
Allstate Corp. 0.04% Reduce -0.8% 2,332 $531K
Silver Lake Advisory, LLC 0.13% New 2,315 $527K
Walkner Condon Financial Advisors LLC 0.11% Add +7.6% 2,312 $526K
One Plus One Wealth Management, LLC 0.30% No change 2,300 $524K
Hamilton Capital, LLC 0.04% Reduce -17.7% 2,298 $523K
Rossmore Private Capital 0.07% Add +6.5% 2,296 $523K
Sage Private Wealth Group, LLC 0.42% Reduce -7.7% 2,293 $522K
Sunburst Financial Group, LLC 0.15% No change 2,279 $519K
Edmond DE Rothschild Holding S.A. 0.01% Add +14.2% 2,272 $517K
Forte Capital LLC 0.06% Reduce -1.5% 2,271 $517K
Physicians Financial Services, Inc. 0.18% Add +4.6% 2,270 $517K
Aft, Forsyth & Company, Inc. 0.29% Reduce -19.6% 2,261 $515K
All Terrain Financial Advisors, LLC 0.22% No change 2,259 $514K
Fiducient Advisors LLC 0.10% New 2,256 $514K
Eisler Capital (UK) Ltd. 0.06% Reduce -88.3% 2,256 $514K
Addison Capital Co 0.25% Add +1.6% 2,254 $513K
Herold Advisors, Inc. 0.12% No change 2,252 $513K
Birch Hill Investment Advisors LLC 0.02% Reduce -4.6% 2,250 $512K
First City Capital Management, Inc. 0.28% Reduce -38.8% 2,247 $512K
Horizon Wealth Management, LLC 0.13% Add +2.6% 2,246 $511K
Wealth Architects, LLC 0.07% Add +0.4% 2,245 $511K
Quantum Private Wealth, LLC 0.19% No change 2,240 $510K
Columbia Bank 0.21% — 2,238 $510K
Silverlake Wealth Management LLC 0.26% Add +4.7% 2,229 $508K
Dechtman Wealth Management, LLC 0.12% Add +0.3% 2,226 $507K
Cypress Capital Group 0.06% Add +10.3% 2,225 $507K
Palisades Hudson Asset Management, L.P. 0.23% No change 2,221 $506K
M&R Capital Management Inc. 0.12% Reduce -3.0% 2,222 $506K
Geneos Wealth Management Inc. 0.02% Add +4.8% 2,221 $506K
Leo Wealth, LLC 0.05% Add +22.1% 2,219 $505K
Ridgecrest Wealth Partners, LLC 0.30% Reduce -5.3% 2,213 $504K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,204 $502K
Pettyjohn, Wood & White, Inc. 0.10% No change 2,203 $502K
Agate Pass Investment Management, LLC 0.27% Reduce -9.7% 2,185 $497K
Hyperion Capital Advisors LP 0.23% No change 2,180 $496K
Signature Wealth Management Partners, LLC 0.40% No change 2,171 $494K
Adirondack Trust Co. 0.21% Reduce -0.1% 2,171 $494K
Mystic Asset Management, Inc. 0.20% Reduce -1.5% 2,163 $492K
Raleigh Capital Management Inc. 0.21% Add +15.1% 2,161 $492K
Yarbrough Capital, LLC 0.02% No change 2,161 $492K
Cadent Capital Advisors, LLC 0.20% No change 2,160 $492K
G&S Capital LLC 0.22% Reduce -2.5% 2,155 $491K
Greylin Investment Management, Inc 0.08% No change 2,150 $490K
Continuum Advisory, LLC 0.07% Reduce -45.4% 2,042 $488K
Opal Wealth Advisors, LLC 0.17% Add +0.2% 2,143 $488K
Patten Group, Inc. 0.12% Reduce -6.1% 2,140 $487K
HCR Wealth Advisors 0.07% Reduce -1.2% 2,139 $487K
Arkadios Wealth Advisors 0.04% Reduce -17.8% 2,138 $487K
Crumly & Associates Inc. 0.13% New 2,136 $486K
Morningstar Investment Management LLC 0.05% No change 2,132 $485K
HC Advisors, LLC 0.23% Add +0.1% 2,114 $481K
Dearborn Partners LLC 0.02% Add +0.5% 2,114 $481K
Macroview Investment Management LLC 0.53% No change 2,113 $481K
Catalyst Financial Partners LLC 0.12% Add +11.8% 2,209 $481K
Aberdeen Wealth Management LLC 0.28% No change 2,111 $481K
Campbell & CO Investment Adviser LLC 0.04% Add +54.3% 2,109 $480K
Hazlett, Burt & Watson, Inc. 0.29% Add +0.1% 2,106 $480K
Arkos Global Advisors 0.08% New 2,110 $480K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,101 $478K
Fairbanks Capital Management, Inc. 0.33% No change 2,101 $478K
Security National Bank of So Dak 0.29% No change 2,100 $478K
Pittenger & Anderson Inc. 0.02% No change 2,100 $478K
SkyView Investment Advisors, LLC 0.09% Add +3.5% 2,094 $477K
Toth Financial Advisory Corp. 0.06% Add +0.1% 2,094 $477K
Seven Mile Advisory 0.36% Add +0.8% 2,094 $477K
Bangor Savings Bank 0.05% No change 2,092 $476K
Blume Capital Management, Inc. 0.12% Reduce -0.7% 2,084 $475K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Add +29.9% 2,076 $473K
LMCG Investments, LLC 0.03% Reduce -1.1% 2,074 $472K
Trueblood Wealth Management, LLC 0.27% Add +8.3% 2,072 $472K
Moser Wealth Advisors, LLC 0.26% Add +295.4% 2,056 $468K
Phoenix Wealth Advisors 0.28% Reduce -0.8% 2,055 $468K
Ranch Capital Advisors Inc. 0.25% No change 2,054 $468K
Washington Trust Bank 0.04% Add +8.5% 2,053 $467K
Chapin Davis, Inc. 0.17% Add +6.5% 2,052 $467K
Fort Washington Investment Advisors Inc. 0.00% No change 2,050 $467K
Brown, Lisle/Cummings, Inc. 0.16% No change 2,047 $466K
Waddell & Associates, LLC 0.06% Add +0.1% 2,036 $464K
Members Trust Co 0.01% Reduce -14.8% 2,028 $462K
Accurate Wealth Management, LLC 0.13% Reduce -3.0% 1,998 $462K
Flagship Private Wealth, LLC 0.30% Add +17.4% 2,026 $461K
KKM Financial LLC 0.22% No change 2,025 $461K
Empirical Asset Management, LLC 0.22% New 2,019 $460K
USA Financial Formulas 0.07% New 2,018 $459K
Bahl & Gaynor LLC 0.00% New 2,016 $459K
Ruggaard & Associates LLC 0.22% Reduce -4.4% 2,012 $458K
Sutton Place Investors LLC 0.23% New 2,011 $458K
Whitener Capital Management, Inc. 0.15% Reduce -2.4% 2,010 $458K
Certuity, LLC 0.04% Add +5.3% 2,006 $457K
Central Bank & Trust Co. 0.07% Reduce -4.8% 2,006 $457K
ORBA Wealth Advisors, L.L.C. 0.25% No change 2,004 $456K
Relyea Zuckerberg Hanson LLC 0.08% Add +1.6% 2,002 $456K
Garrison Asset Management, LLC 0.24% Reduce -19.4% 2,001 $456K
Caerus Investment Advisors, LLC 0.44% No change 2,000 $455K
Paradigm Asset Management Co. LLC 0.12% No change 2,000 $455K
Harbor Advisors LLC 0.08% No change 2,000 $455K
Clear Harbor Asset Management, LLC 0.04% No change 2,000 $455K
Cumberland Partners Ltd 0.03% New 2,000 $455K
Magnolia Capital Management Ltd. 0.39% No change 2,000 $455K
Virtu Financial LLC 0.03% New 1,989 $453K
Eagle Bay Advisors LLC 0.28% Reduce -7.9% 1,983 $451K
Cedar Brook Financial Partners, LLC 0.09% Reduce -0.1% 1,978 $450K
Cassady Schiller Wealth Management, LLC 0.20% Add +338.1% 1,976 $450K
Allen Investment Management, LLC 0.01% No change 1,976 $450K
Arcataur Capital Management LLC 0.16% No change 1,975 $450K
Capital Advisors Inc. 0.01% Add +42.7% 1,958 $446K
Keudell/Morrison Wealth Management 0.13% No change 1,952 $444K
Mechanics Financial Corp 0.23% No change 1,950 $444K
Sunbelt Securities, Inc. 0.05% Add +37.2% 1,943 $442K
Fragasso Financial Advisors Inc 0.04% Add +58.5% 1,940 $442K
Donaldson Capital Management, LLC 0.02% Add +1.8% 1,937 $441K
Blueprint Investment Partners LLC 0.09% Reduce -3.8% 1,933 $440K
Independent Family Office, LLC 0.24% No change 1,932 $440K
Gateway Advisory, LLC 0.08% Add +24.3% 1,915 $436K
First Bancorp, Inc 0.33% Add +0.5% 1,911 $435K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +1.6% 1,910 $435K
Smith, Moore & Co. 0.05% Add +28.0% 1,910 $435K
Cairn Investment Group, Inc. 0.25% No change 1,900 $433K
White Knight Strategic Wealth Advisors, LLC 0.45% Reduce -16.8% 1,901 $433K
Barton Investment Management 0.05% No change 1,900 $433K
Mountain Pacific Investment Advisers LLC 0.02% Reduce -5.0% 1,900 $433K
Exencial Wealth Advisors, LLC 0.02% Reduce -2.8% 1,896 $432K
Verity & Verity, LLC 0.05% No change 1,874 $427K
Capital Square, LLC 0.30% Add +28.6% 1,872 $426K
Davis R M Inc. 0.01% No change 1,862 $424K
Rebalance, LLC 0.03% No change 1,858 $423K
Thompson Investment Management, Inc. 0.06% No change 1,856 $423K
Allred Capital Management, LLC 0.16% Add +3.2% 1,837 $418K
626 Financial, LLC 0.25% Add +0.1% 1,832 $417K
Dark Forest Capital Management LP 0.07% New 1,828 $416K
Blue Fin Capital, Inc. 0.09% Reduce -0.5% 1,824 $415K
Merrion Investment Management Co, LLC 0.30% No change 1,821 $415K
Prairieview Wealth Partners, LLC 0.38% No change 1,818 $414K
Mezzasalma Advisors, LLC 0.20% Reduce -28.1% 1,815 $413K
KPP Advisory Services LLC 0.11% No change 1,806 $411K
Northside Capital Management, LLC 0.07% No change 1,805 $411K
Thrive Wealth Management, LLC 0.08% Add +18.3% 1,802 $410K
Tillman Hartley LLC 0.14% Reduce -2.5% 1,800 $410K
Level Four Advisory Services, LLC 0.02% No change 2,188 $410K
Richard W. Paul & Associates, LLC 0.16% Reduce -4.0% 1,798 $409K
Arax Advisory Partners 0.04% Reduce -19.5% 1,797 $409K
Scientech Research LLC 0.22% New 1,791 $408K
Greenwood Capital Associates LLC 0.05% Reduce -6.9% 1,786 $407K
Missouri Trust & Investment Co 0.16% Reduce -5.1% 1,780 $405K
Fullerton Fund Management Co Ltd. 0.02% New 1,775 $404K
Harbour Trust & Investment Management Co 0.05% No change 1,773 $404K
Windsor Capital Management, LLC 0.12% Add +0.1% 1,769 $403K
Wela Strategies, Inc. 0.19% Reduce -21.0% 1,765 $402K
Nottingham Advisors, Inc. 0.05% No change 1,765 $402K
Means Investment Co., Inc. 0.05% Reduce -15.8% 1,762 $401K
Precedent Wealth Partners, LLC 0.17% No change 1,757 $400K
Integrated Investment Consultants, LLC 0.11% No change 1,757 $400K
Fulton Breakefield Broenniman LLC 0.03% No change 1,748 $398K
Clearstead Trust, LLC 0.10% Add +3.0% 1,744 $397K
Accel Wealth Management 0.17% Add +21.1% 1,741 $396K
Wealthquest Corp 0.04% Add +0.7% 1,731 $394K
Quotient Wealth Partners, LLC 0.01% Reduce -1.2% 1,727 $393K
Soltis Investment Advisors LLC 0.04% Add +0.2% 1,726 $393K
Transcend Capital Advisors, LLC 0.03% Add +8.3% 1,716 $391K
TCV Trust & Wealth Management, Inc. 0.04% No change 1,714 $390K
Lafayette Investments, Inc. 0.09% No change 1,713 $390K
Zevenbergen Capital Investments LLC 0.01% No change 1,700 $387K
Diversified, LLC 0.05% Add +3.0% 1,696 $386K
Cassaday & Co Wealth Management LLC 0.01% Add +1.1% 1,695 $386K
Wealthspire Retirement, LLC 0.03% Add +3.4% 1,694 $386K
First Personal Financial Services 0.09% Reduce -10.6% 1,694 $386K
Zions Bancorporation, N.A. 0.03% Add +15.3% 1,694 $386K
180 Wealth Advisors, LLC 0.07% Reduce -2.2% 1,687 $384K
Gitterman Wealth Management, LLC 0.15% Reduce -44.2% 1,686 $384K
Heritage Investment Group, Inc. 0.05% Reduce -22.9% 1,681 $383K
Angeles Wealth Management, LLC 0.04% Add +37.8% 1,680 $383K
Round Rock Advisors LLC 0.09% Add +9.4% 1,679 $382K
Baker Boyer National Bank 0.13% Add +5.3% 1,678 $382K
Investors Research Corp 0.09% Reduce -5.4% 1,675 $381K
Howe & Rusling Inc. 0.04% Add +0.8% 1,668 $380K
Independent Solutions Wealth Management, LLC 0.09% Reduce -1.6% 1,667 $380K
Vista Investment Partners LLC 0.13% No change 1,664 $379K
LCNB Corp. 0.14% Reduce -5.4% 1,662 $378K
Advus Financial Partners, LLC 0.12% Add +22.8% 1,662 $378K
Fagan Associates, Inc. 0.07% No change 1,660 $378K
Inscription Capital, LLC 0.06% Add +52.3% 1,659 $378K
Wbi Investments, LLC 0.08% Reduce -57.2% 1,659 $378K
Strategy Asset Managers LLC 0.08% No change 1,658 $378K
Foster & Motley Inc. 0.03% Add +5.8% 1,654 $377K
Skba Capital Management LLC 0.06% No change 1,650 $376K
Norden Group LLC 0.08% New 1,645 $375K
Act Two Investors LLC 0.08% No change 1,645 $375K
Berger Financial Group, Inc 0.03% Add +37.6% 1,644 $374K
City Holding Co. 0.06% No change 1,640 $373K
Keystone Financial Group 0.05% New 1,635 $372K
Steigerwald, Gordon & Koch Inc. 0.05% Reduce -1.0% 1,630 $371K
Corus Family Wealth Advisors 0.32% Add +0.2% 1,626 $370K
Meadow Creek Wealth Advisors LLC 0.26% New 1,625 $370K
Birchcreek Wealth Management, LLC 0.19% Add +18.7% 1,624 $370K
McElhenny Sheffield Capital Management, LLC 0.13% Reduce -0.1% 1,623 $369K
Rothschild Wealth LLC 0.13% — 1,619 $369K
Sterling Investment Advisors, Ltd. 0.10% Add +0.1% 1,618 $368K
FourThought Financial Partners, LLC 0.04% Reduce -10.0% 1,613 $367K
Acorn Wealth Advisors, LLC 0.19% Add +0.1% 1,613 $367K
Pure Financial Advisors, LLC 0.01% Add +28.2% 1,609 $366K
Forza Wealth Management, LLC 0.19% Reduce -4.2% 1,608 $366K
Aire Advisors, LLC 0.08% No change 1,603 $366K
Peterson Wealth Services 0.13% Add +0.1% 1,606 $366K
Alta Advisers Ltd 0.18% No change 1,600 $364K
Asset Advisors Investment Management, LLC 0.04% No change 1,600 $364K
Wealth Group, Ltd. 0.27% — 1,597 $364K
Cornell Pochily Investment Advisors, Inc. 0.14% Reduce -2.1% 1,598 $364K
Keel Point, LLC 0.04% Add +44.3% 1,596 $363K
Sivia Capital Partners, LLC 0.25% Reduce -0.9% 1,591 $362K
Keebeck Wealth Management 0.05% Add +43.2% 1,587 $361K
Burney Co./ 0.01% Reduce -3.1% 1,586 $361K
Legacy Financial Strategies, LLC 0.09% Add +1.1% 1,585 $361K
Bouchey Financial Group, Ltd. 0.04% No change 1,584 $361K
Overbrook Management Corp 0.10% Reduce -93.3% 1,583 $360K
Kelman-Lazarov, Inc. 0.07% No change 1,579 $360K
Centric Wealth Management 0.11% Add +9.5% 1,534 $359K
Kolinsky Wealth Management, LLC 0.27% Reduce -15.2% 1,576 $359K
Wealth Advisory Solutions, LLC 0.09% New 1,576 $359K
Rockbridge Investment Management, LCC 0.05% No change 1,567 $357K
Astoria Portfolio Advisors LLC. 0.14% Add +6.3% 1,625 $355K
JFS Wealth Advisors, LLC 0.03% Add +0.1% 1,557 $354K
Private Portfolio Partners LLC 0.07% Add +0.2% 1,556 $354K
Meeder Asset Management Inc. 0.02% Reduce -96.6% 1,552 $353K
Boit C F David 0.19% No change 1,525 $353K
Shulman DeMeo Asset Management LLC 0.09% Add +0.3% 1,549 $353K
Amplius Wealth Advisors, LLC 0.04% Add +3.2% 1,548 $352K
LaSalle St. Investment Advisors, LLC 0.20% Add +1300.4% 26,356 $352K
Bank of Marin 0.31% Reduce -36.4% 1,545 $352K
Mayfair Advisory Group, LLC 0.25% Add +2.1% 1,539 $350K
Davidson Trust Co. 0.20% No change 1,539 $350K
Atlas Private Wealth Advisors 0.12% Reduce -43.5% 1,538 $350K
Five Oceans Advisors 0.18% Reduce -5.3% 1,531 $349K
Moneco Advisors, LLC 0.06% Add +0.7% 1,529 $348K
Liberty Wealth Management LLC 0.07% Reduce -2.9% 1,527 $348K
Annex Advisory Services, LLC 0.01% Reduce -16.1% 1,528 $348K
Ariston Services Group 0.33% Reduce -28.2% 1,525 $347K
Regal Investment Advisors LLC 0.02% Reduce -11.8% 1,524 $347K
Hemington Wealth Management 0.13% Reduce -2.8% 1,518 $346K
CIC Wealth, LLC 0.10% Add +3.2% 1,518 $346K
Claro Advisors Inc. 0.06% Add +11.9% 1,517 $345K
TrueWealth Advisors, LLC 0.13% Add +40.4% 1,513 $345K
Northwest Bancshares, Inc. 0.05% No change 1,509 $344K
Elevated Capital Advisors, LLC 0.10% Reduce -1.1% 1,505 $343K
Professional Advisory Services Inc. 0.04% No change 1,500 $342K
Wimmer Associates 1, LLC 0.18% No change 1,500 $342K
KFA Private Wealth Group, LLC 0.11% Reduce -0.8% 1,500 $342K
Puzo Michael J 0.09% Reduce -6.3% 1,500 $342K
MV Capital Management, Inc. 0.04% Add +0.4% 1,500 $342K
Compass Ion Advisors, LLC 0.05% Reduce -0.5% 1,490 $339K
Sovereign Financial Group, Inc. 0.09% Add +7.7% 1,487 $339K
HHM Wealth Advisors, LLC 0.06% No change 1,486 $338K
Delta Asset Management LLC 0.03% No change 1,486 $338K
Walker Asset Management, LLC 0.22% Add +0.2% 1,482 $338K
Connecticut Wealth Management, LLC 0.02% Reduce -2.3% 1,482 $337K
Perennial Investment Advisors, LLC 0.05% Reduce -1.3% 1,479 $337K
Interchange Capital Partners, LLC 0.23% Reduce -4.3% 1,458 $336K
Founders Financial Securities LLC 0.04% Reduce -62.0% 1,475 $336K
Trust Co of the South 0.08% New 1,474 $336K
EPG Wealth Management LLC 0.08% No change 1,472 $335K
CYBER HORNET ETFs LLC 0.40% Reduce -3.4% 1,472 $335K
Westover Capital Advisors, LLC 0.10% No change 1,460 $332K
Angeles Investment Advisors, LLC 0.02% Add +17.0% 1,453 $331K
DRW Securities, LLC 0.02% Reduce -44.9% 1,451 $330K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 1,450 $330K
Valley National Advisers Inc. 0.05% Add +1.2% 1,450 $330K
First Business Financial Services, Inc. 0.04% Reduce -7.6% 1,447 $329K
Crew Capital Management, Ltd 0.27% Add +32.6% 1,445 $329K
Motco 0.02% Reduce -0.1% 1,445 $329K
Salomon & Ludwin, LLC 0.03% Add +95.5% 1,443 $329K
Objective Capital Management, LLC 0.22% Add +1.6% 1,443 $329K
East Coast Asset Management, LLC. 0.12% No change 1,442 $328K
Financial Advisors, LLC 0.07% No change 1,440 $328K
First Financial Bank - Trust Division 0.03% No change 1,433 $326K
Round Hill Asset Management 0.20% Reduce -41.5% 1,432 $326K
Eagle Strategies LLC 0.07% New 1,431 $326K
Fairfield, Bush & Co. 0.19% No change 1,430 $326K
KLCM Advisors, Inc. 0.04% Add +5.2% 1,428 $325K
Sonora Investment Management Group, LLC 0.03% Reduce -2.5% 1,426 $325K
Garner Asset Management Corp 0.12% Reduce -0.1% 1,420 $324K
Capital Asset Advisory Services LLC 0.02% Add +1.0% 1,454 $323K
OneAscent Financial Services LLC 0.04% Reduce -10.1% 1,412 $322K
CPC Advisors, LLC 0.06% No change 1,413 $322K
Family Capital Management, Inc. 0.22% Add +2.2% 1,413 $322K
Terra Nova Asset Management LLC 0.25% Add +0.3% 1,405 $320K
17 Capital Partners, LLC 0.24% No change 1,400 $319K
Quantum Financial Advisors, LLC 0.06% Add +29.3% 1,387 $316K
Arden Trust Co 0.04% Reduce -8.6% 1,385 $315K
Plante Moran Financial Advisors, LLC 0.03% Add +2.9% 1,382 $315K
BBR Partners, LLC 0.03% New 1,380 $314K
BTC Capital Management, Inc. 0.03% — 1,376 $313K
Colonial Trust Advisors 0.03% Reduce -3.1% 1,374 $313K
Strait & Sound Wealth Management LLC 0.17% No change 1,427 $311K
Obsidian Cio, LLC 0.08% Add +14.1% 1,365 $311K
Legacy Private Trust Co. 0.02% No change 1,365 $311K
JNBA Financial Advisors 0.03% Reduce -4.4% 1,364 $311K
Oxford Financial Group, LTD. LLC 0.02% Reduce -0.7% 1,362 $310K
Advisors Management Group Inc. 0.08% Reduce -0.7% 1,360 $310K
Houlihan Financial Resource Group, Ltd. 0.14% No change 1,357 $309K
Channel Wealth LLC 0.12% Reduce -2.3% 1,357 $309K
Ancora Advisors LLC 0.01% No change 1,357 $309K
Eagle Harbor Asset Management Inc. 0.33% Reduce -5.1% 1,356 $309K
Burns J W & Co. Inc. 0.04% No change 1,353 $308K
E&G Advisors, LLC 0.10% Add +8.0% 1,350 $307K
Envoi LLC 0.73% New 1,350 $307K
Simon Quick Advisors, LLC 0.02% New 1,347 $307K
Nwam LLC 0.02% Reduce -13.5% 1,302 $306K
Perpetual Ltd 0.00% Reduce -57.6% 1,444 $305K
Godsey & Gibb, Inc. 0.03% No change 1,337 $304K
Drive Wealth Management, LLC 0.09% Reduce -25.0% 1,337 $304K
Great Diamond Partners, LLC 0.07% Reduce -9.1% 1,334 $304K
Tyche Wealth Partners LLC 0.07% Reduce -3.6% 1,329 $303K
Heritage Financial Services, LLC 0.04% Add +2.1% 1,327 $302K
Hexagon Capital Partners LLC 0.07% Reduce -11.1% 1,324 $301K
Sittner & Nelson, LLC 0.15% Add +0.1% 1,320 $301K
Cascade Investment Group, Inc. 0.22% No change 1,320 $301K
Fidelity D & D Bancorp Inc. 0.23% Add +1.3% 1,316 $300K
Summit Asset Management, LLC 0.04% No change 1,315 $299K
Vicus Capital 0.03% New 1,311 $299K
Convergence Investment Partners, LLC 0.11% Reduce -0.5% 1,309 $298K
Austin Wealth Management, LLC 0.07% No change 1,240 $298K
Baron Silver Stevens Financial Advisors, LLC 0.06% New 1,307 $298K
Murphy, Middleton, Hinkle & Parker, Inc. 0.17% No change 1,306 $297K
Mirador Capital Partners LP 0.06% Reduce -9.6% 1,306 $297K
Kapstone Financial Advisors LLC 0.20% No change 1,305 $297K
Alpha Family Trust 0.18% No change 1,305 $297K
Hall Laurie J Trustee 0.10% Reduce -10.0% 1,304 $297K
Revolve Wealth Partners, LLC 0.05% Add +7.0% 1,304 $297K
MJP Associates Inc. 0.06% New 1,303 $297K
Libra Wealth LLC 0.13% No change 1,300 $296K
State of Wyoming 0.05% Reduce -4.9% 1,298 $296K
Cutler Group LLC / CA 0.15% New 1,298 $295K
Armstrong Advisory Group, Inc. 0.03% No change 1,571 $294K
Brandywine Oak Private Wealth LLC 0.03% No change 1,292 $294K
Pacific Capital Wealth Advisors, Inc. 0.07% Add +2.5% 1,285 $293K
Physician Wealth Advisors, Inc. 0.06% Add +16.6% 1,337 $292K
North Star Asset Management Inc. 0.01% Add +3.5% 1,279 $291K
4J Wealth Management LLC 0.25% No change 1,278 $291K
Stockman Wealth Management, Inc. 0.05% Add +0.5% 1,276 $291K
ETF Portfolio Partners, Inc. 0.09% No change 1,269 $289K
Middleton & Co. Inc. 0.03% No change 1,269 $289K
Burton Enright Welch 0.07% Reduce -4.6% 1,268 $289K
Southeast Asset Advisors, LLC 0.03% Add +0.2% 1,268 $289K
One Wealth Advisors, LLC 0.05% New 1,257 $286K
Certified Advisory Corp 0.04% No change 1,253 $285K
Kowal Investment Group, LLC 0.06% New 1,253 $285K
Sandy Cove Advisors, LLC 0.13% Reduce -5.3% 1,253 $285K
Nichols & Pratt Advisers LLP 0.02% No change 1,250 $285K
Tanglewood Legacy Advisors, LLC 0.14% No change 1,247 $284K
Virtue Capital Management, LLC 0.05% Reduce -10.9% 1,304 $283K
Abacus Planning Group, Inc. 0.06% Add +2.4% 1,243 $283K
City State Bank 0.12% No change 1,245 $283K
Blue Square Asset Management, LLC 0.19% No change 1,240 $282K
Merriman Wealth Management, LLC 0.01% Reduce -3.2% 1,235 $281K
Whitaker-Myers Wealth Managers, LTD. 0.12% New 1,231 $280K
IPG Investment Advisors LLC 0.06% Reduce -79.5% 1,230 $280K
Hoxton Planning & Management, LLC 0.13% Add +7.2% 1,229 $280K
Northwest Wealth Management, LLC 0.08% Reduce -24.6% 1,226 $279K
Beam Wealth Advisors, Inc. 0.17% Add +12.6% 1,226 $279K
Humankind Investments LLC 0.07% Reduce -17.6% 1,224 $279K
Heartwood Wealth Advisors LLC 0.03% No change 1,221 $278K
Centaurus Financial, Inc. 0.02% Add +0.7% 1,220 $278K
Port Capital LLC 0.01% Reduce -4.1% 1,220 $278K
Heartland Bank & Trust Co 0.16% Reduce -7.6% 1,220 $278K
Wealth Management Partners, LLC 0.14% No change 1,219 $278K
Firestone Capital Management 0.08% No change 1,215 $277K
First Trust Investment Solutions L.P. 0.05% New 1,214 $276K
Key Financial Inc 0.07% No change 1,213 $276K
Crescent Grove Advisors, LLC 0.03% New 1,209 $275K
Callan Capital, LLC 0.02% New 1,204 $274K
Carmel Capital Partners, LLC 0.11% Reduce -0.2% 1,201 $273K
Omega Financial Group, LLC 0.11% No change 1,200 $273K
Bridges Investment Management Inc. 0.01% Reduce -4.0% 1,200 $273K
Sand Hill Global Advisors, LLC 0.01% Reduce -4.2% 1,199 $273K
Nicolet Advisory Services, LLC 0.03% New 1,236 $272K
Oxford Asset Management LLP 0.30% New 1,183 $269K
Family Firm, Inc. 0.07% Add +0.3% 1,179 $268K
OneAscent Wealth Management LLC 0.10% Add +10.7% 1,179 $268K
Valmark Advisers, Inc. 0.00% New 1,177 $268K
Novare Capital Management LLC 0.02% New 1,177 $268K
Montgomery Investment Management Inc. 0.10% No change 1,175 $268K
Smith Chas P & Associates Pa Cpas 0.02% Add +3.3% 1,174 $267K
Cottonwood Capital Advisors, LLC 0.21% Reduce -9.7% 1,223 $267K
Encompass Wealth Advisors, LLC 0.07% Reduce -4.9% 1,170 $266K
1900 Wealth Management LLC 0.02% No change 1,166 $265K
Money Concepts Capital Corp. 0.02% New 1,161 $264K
DF Dent & Co. Inc. 0.00% Reduce -0.2% 1,155 $263K
FLC Capital Advisors 0.07% No change 1,155 $263K
Private Capital Management LLC 0.06% New 1,154 $263K
Buckley Wealth Management, LLC 0.08% Reduce -7.0% 1,151 $262K
True North Advisors, LLC 0.07% Reduce -0.4% 1,150 $262K
Regent Peak Wealth Advisors LLC 0.07% Reduce -4.1% 1,150 $262K
Silver Oak Securities, Incorporated 0.04% Reduce -0.1% 1,149 $262K
Tortoise Investment Management, LLC 0.03% Reduce -2.1% 1,149 $262K
Alliance Wealth Advisors, LLC 0.08% Add +5.0% 1,144 $260K
Mendel Capital Management LLC 0.17% No change 1,138 $259K
Clifford Group, LLC 0.21% No change 1,136 $259K
West Family Investments, Inc. 0.08% New 1,135 $258K
CVA Family Office, LLC 0.05% Add +3.9% 1,133 $258K
Global Financial Private Client, LLC 0.11% No change 1,132 $258K
Hudock, Inc. 0.06% No change 1,131 $258K
Wedge Capital Management L L P 0.00% Reduce -3.8% 1,127 $257K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +139.7% 1,124 $256K
Voya Financial Advisors, Inc. 0.03% Reduce -12.1% 1,123 $256K
Breed's Hill Capital LLC 0.24% No change 1,123 $256K
Aerodigm Wealth, LLC 0.10% New 1,121 $255K
iSAM Funds (UK) Ltd 0.15% New 1,118 $255K
One Day In July LLC 0.03% Reduce -6.3% 1,118 $255K
Rosenberg Matthew Hamilton 0.07% Reduce -2.1% 1,116 $254K
Silvia McColl Wealth Management, LLC 0.22% No change 1,165 $254K
Delta Financial Advisors LLC 0.10% No change 1,111 $253K
Capital Market Strategies LLC 0.19% Add +0.7% 1,111 $253K
Obsidian Personal Planning Solutions LLC 0.17% New 1,077 $252K
Fenimore Asset Management Inc 0.01% No change 1,105 $252K
Reinhart Partners, Llc. 0.01% No change 1,100 $250K
StoneX Group Inc. 0.02% Reduce -42.2% 1,095 $249K
Truvestments Capital LLC 0.10% Add +13.4% 1,094 $249K
RAM Investment Partners, LLC 0.08% New 1,089 $248K
Gryphon Financial Partners LLC 0.04% Reduce -10.7% 1,089 $248K
Paragon Capital Management Ltd 0.04% No change 1,087 $247K
Colton Groome Financial Advisors, LLC 0.10% No change 1,086 $247K
Glass Jacobson Investment Advisors llc 0.09% No change 1,085 $247K
Howard Financial Services, LTD. 0.04% New 1,085 $247K
Ehrlich Financial Group 0.21% New 1,078 $245K
Fox Run Management, L.L.C. 0.05% New 1,078 $245K
Bristlecone Advisors, LLC 0.02% No change 1,076 $245K
Probity Advisors, Inc. 0.05% Reduce -1.5% 1,075 $245K
Capital Wealth Planning, LLC 0.00% New 1,069 $243K
Nadler Financial Group, Inc. 0.03% New 1,067 $243K
PCA Investment Advisory Services Inc. 0.14% New 1,066 $243K
New Covenant Trust Company, N.A. 0.24% — 1,066 $243K
Rosenbaum Jay D. 1.40% New 1,063 $242K
Kathmere Capital Management, LLC 0.03% New 1,062 $242K
Mattern Capital Management, LLC 0.03% New 1,057 $241K
Blodgett Wealth Advisors, LLC 0.22% New 1,056 $241K
Tactive Advisors, LLC 0.13% New 1,050 $239K
Greenwich Wealth Management LLC 0.02% Reduce -4.5% 1,051 $239K
CJM Wealth Advisers, Ltd. 0.09% New 1,049 $239K
AJOVista, LLC 0.65% No change 1,048 $239K
Shepherd Financial Partners LLC 0.03% New 1,047 $238K
Capital Advisors, Ltd. LLC 0.03% Add +0.7% 1,047 $238K
Willner & Heller, LLC 0.24% New 1,044 $238K
Vista Investment Management 0.10% Reduce -4.0% 1,043 $238K
Independence Bank of Kentucky 0.07% Reduce -2.4% 1,040 $237K
Infrastructure Capital Advisors, LLC 0.04% New 1,039 $237K
Patrick M Sweeney & Associates, Inc. 0.19% New 1,037 $236K
Apexium Financial, LP 0.02% New 1,033 $235K
Zega Financial, LLC 0.10% Reduce -24.6% 1,030 $235K
Trustmark Bank Trust Department 0.02% New 1,029 $234K
XML Financial, LLC 0.02% New 1,025 $233K
Claris Advisors, LLC / Mo / 0.12% New 1,023 $233K
Headlands Technologies LLC 0.06% Reduce -90.0% 1,023 $233K
Onyx Bridge Wealth Group LLC 0.04% New 986 $232K
MBL Wealth, LLC 0.03% New 1,020 $232K
FIL Ltd 0.00% Reduce -98.7% 1,020 $232K
Stonebridge Capital Management Inc. 0.10% New 1,020 $232K
CRA Financial Services, LLC 0.05% New 1,017 $232K
Savvy Advisors, Inc. 0.13% New 1,016 $231K
Davies Financial Advisors, Inc. 0.24% — 1,016 $231K
Intrua Financial, LLC 0.04% New 1,016 $231K
NorthStar Asset Management LLC 0.17% New 1,012 $231K
Mosaic Financial Group, LLC 0.18% — 1,009 $230K
Everpar Advisors LLC 0.14% New 1,010 $230K
Optas, LLC 0.06% New 1,008 $230K
Central Valley Advisors, LLC 0.12% New 1,007 $229K
Jaffetilchin Investment Partners, LLC 0.02% New 1,007 $229K
Mine & Arao Wealth Creation & Management, LLC. 0.11% Add +0.5% 1,005 $229K
Pinnacle West Asset Management, Inc. 0.18% New 1,000 $228K
TrinityBridge Ltd 0.01% No change 1,001 $228K
TFB Advisors LLC 0.08% New 985 $228K
Oarsman Capital, Inc. 0.05% Reduce -14.9% 1,001 $228K
Pathway Financial Advisers, LLC 0.08% Add +34.6% 1,000 $228K
Old Second National Bank of Aurora 0.06% Reduce -9.1% 1,000 $228K
Coho Partners, Ltd. 0.01% New 1,000 $228K
Wealthstar Advisors, LLC 0.08% New 998 $227K
First National Corp. /Ma/ 0.06% No change 1,213 $227K
Farmers & Merchants Investments Inc. 0.01% Add +10.5% 997 $227K
FSA Advisors, Inc. 0.24% New 993 $226K
Royal Fund Management, LLC 0.03% New 986 $225K
BIP Wealth, LLC 0.02% New 982 $224K
Osterweis Capital Management Inc. 0.01% No change 982 $224K
NavPoint Financial, Inc. 0.19% New 981 $223K
Cowa, LLC 0.13% New 975 $222K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -8.5% 969 $221K
Family Asset Management, LLC 0.14% New 969 $221K
Monument Capital Management 0.06% New 966 $220K
Aigen Investment Management, LP 0.05% New 960 $219K
Seeds Investor LLC 0.20% Reduce -11.7% 958 $218K
Boothbay Fund Management, LLC 0.01% New 956 $218K
First Nebraska Trust Co 0.02% New 955 $217K
NFSG Corp 0.09% New 953 $217K
Harbor Group, Inc. 0.06% New 952 $217K
Princeton Capital Management LLC 0.08% New 951 $217K
Imprint Wealth LLC 0.05% New 951 $216K
Capital Investment Advisory Services, LLC 0.02% New 948 $216K
Moss Adams Wealth Advisors LLC 0.03% Reduce -39.0% 946 $215K
Ackerman Capital Advisors, LLC 0.06% New 946 $215K
Marathon Capital Management 0.05% New 945 $215K
Aprio Wealth Management, LLC 0.04% New 945 $215K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 943 $215K
CM Wealth Advisors LLC 0.06% New 910 $214K
PFG Private Wealth Management, LLC 0.13% Add +6.9% 940 $214K
WR Wealth Planners, LLC 0.07% New 940 $214K
Ausdal Financial Partners, Inc. 0.02% Reduce -20.2% 938 $214K
M3 Advisory Group, LLC 0.19% New 937 $213K
Abel Hall, LLC 0.16% New 937 $213K
General Partner, Inc. 0.13% No change 936 $213K
Seven Eight Capital, LP 0.02% New 936 $213K
Arbor Trust Wealth Advisors, LLC 0.12% New 975 $213K
Narus Financial Partners, LLC 0.09% New 934 $213K
SevenBridge Financial Group, LLC 0.05% Reduce -22.9% 921 $213K
Ruane, Cunniff & Goldfarb L.P. 0.00% New 932 $212K
Advisory Alpha, LLC 0.01% New 931 $212K
CAP Partners, LLC 0.19% New 927 $211K
Signal Advisors Wealth, LLC 0.05% New 925 $211K
WT Wealth Management 0.07% New 923 $210K
Saxony Capital Management, LLC 0.25% New 921 $210K
Edgemoor Investment Advisors, Inc. 0.02% New 921 $210K
Alterna Wealth Management, Inc. 0.17% New 920 $209K
Stephenson & Company, Inc. 0.15% New 918 $209K
FWG Holdings, LLC 0.11% New 871 $208K
Accretive Wealth Partners, LLC 0.09% New 900 $208K
Roberts Wealth Advisors, LLC 0.08% New 950 $207K
Latitude Advisors, LLC 0.13% New 910 $207K
Meritage Portfolio Management 0.01% New 909 $207K
Levy Wealth Management Group, LLC 0.06% No change 1,103 $207K
Legacy Capital Wealth Partners, LLC 0.15% Reduce -45.2% 1,262 $207K
Main Street Financial Solutions, LLC 0.02% New 908 $207K
Planning Directions Inc. 0.14% New 905 $206K
Goepper Burkhardt LLC 0.10% New 850 $206K
American Financial Advisors, LLC 0.03% New 901 $205K
Talbot Financial, LLC 0.03% New 900 $205K
Alesco Advisors, LLC, An ESL Co 0.01% New 900 $205K
Apella Capital, LLC 0.01% New 930 $204K
Intrust Bank NA 0.02% New 896 $204K
Financial Engines Advisors L.L.C. 0.00% New 895 $204K
Northwest Capital Management Inc 0.06% No change 888 $202K
West Branch Capital LLC 0.08% Reduce -5.3% 884 $201K
Patton Albertson Miller Group, LLC 0.03% New 881 $201K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.09% New 881 $201K
Wealth Effects LLC 0.07% New 880 $200K
Wolff Wiese Magana LLC 0.17% No change 865 $197K
DecisionPoint Financial, LLC 0.08% No change 825 $194K
Y.D. More Investments Ltd 0.03% Add +2.4% 840 $191K
Orion Capital Management LLC 0.10% Reduce -1.2% 830 $189K
First Financial Corp. 0.10% Reduce -25.2% 827 $188K
New England Capital Financial Advisors LLC 0.10% Reduce -56.7% 812 $185K
Mascoma Wealth Management LLC 0.05% No change 809 $184K
1832 Asset Management L.P. 0.00% No change 795 $181K
Kelly Financial Services LLC 0.07% Add +0.1% 783 $178K
Providence Capital Advisors, LLC 0.04% No change 770 $175K
Financial Management Professionals, Inc. 0.03% Add +13.3% 769 $175K
Semmax Financial Advisors Inc. 0.06% Add +350.3% 725 $173K
Gilliland Jeter Wealth Management LLC 0.06% New 759 $173K
CNB Bank 0.08% No change 758 $173K
Avalon Trust Co 0.01% No change 751 $171K
Vestor Capital, LLC 0.01% No change 745 $170K
Castleview Partners, LLC 0.09% Add +3.0% 743 $169K
Cyrus J. Lawrence, LLC 0.04% — 729 $165K
ICA Group Wealth Management, LLC 0.03% Add +8.1% 708 $161K
Westside Investment Management, Inc. 0.04% No change 693 $158K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% Reduce -9.2% 688 $157K
First Community Trust NA 0.15% No change 685 $156K
Prestige Wealth Management Group LLC 0.03% Reduce -72.4% 682 $155K
Deseret Mutual Benefit Administrators 0.08% No change 677 $154K
Trifecta Capital Advisors, LLC 0.04% Reduce -24.9% 666 $152K
Bruce G. Allen Investments, LLC 0.12% Reduce -5.0% 661 $151K
Avion Wealth 0.04% Add +0.6% 655 $150K
Versant Capital Management, Inc 0.04% No change 658 $150K
Legacy Bridge, LLC 0.09% No change 640 $146K
WealthCollab, LLC 0.11% No change 638 $145K
Western Pacific Wealth Management, LP 0.10% No change 634 $144K
Arlington Trust Co LLC 0.04% Reduce -2.5% 633 $144K
Hillsdale Investment Management Inc. 0.01% Add +823.5% 628 $143K
Kiely Wealth Advisory Group, Inc. 0.08% No change 600 $142K
TFC Financial Management, Inc. 0.02% Add +0.5% 604 $138K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +58.7% 600 $137K
Security National Bank 0.02% No change 600 $137K
West Paces Advisors Inc. 0.04% Add +14.1% 584 $133K
First Pacific Financial 0.04% Add +1.6% 572 $130K
Westchester Capital Management, Inc. 0.03% No change 560 $128K
Register Financial Advisors LLC 0.06% New 521 $119K
AlphaMark Advisors, LLC 0.04% No change 518 $118K
Cape Investment Advisory, Inc. 0.05% Reduce -20.0% 512 $117K
Beaird Harris Wealth Management, LLC 0.01% Reduce -3.6% 505 $115K
Marshall Wace, LLP 0.00% Reduce -81.5% 500 $114K
Core Wealth Advisors, Inc. 0.04% No change 497 $113K
Addison Advisors LLC 0.04% Add +15.3% 496 $113K
Sound Income Strategies, LLC 0.01% Add +46.3% 496 $113K
Birchbrook, Inc. 0.07% Reduce -7.9% 492 $112K
Tidemark, LLC 0.06% Add +54.3% 486 $111K
Bogart Wealth, LLC 0.01% No change 483 $110K
Slocum, Gordon & Co LLP 0.08% Reduce -11.3% 473 $108K
Concord Wealth Partners 0.02% Add +6.8% 471 $107K
Rise Advisors, LLC 0.06% Add +193.8% 470 $107K
JCIC Asset Management Inc. 0.04% No change 470 $107K
Pacific Center for Financial Services 0.03% No change 450 $102K
PrairieView Partners, LLC 0.01% No change 440 $101K
Global Assets Advisory, LLC 0.06% New 442 $101K
Tacita Capital Inc 0.07% Add +22.2% 440 $100K
Financial Freedom, LLC 0.06% No change 440 $100K
Planning Capital Management Corp 0.07% Reduce -20.2% 434 $99K
Creekmur Asset Management LLC 0.03% Add +150.6% 426 $97K
Bay Harbor Wealth Management, LLC 0.03% Reduce -1.2% 416 $95K
AdvisorNet Financial, Inc 0.01% Reduce -23.6% 409 $93K
Hantz Financial Services, Inc. 0.00% Reduce -32.6% 408 $93K
Gleason Group, Inc. 0.02% Add +0.5% 407 $93K
Fortitude Family Office, LLC 0.06% No change 402 $92K
LRI Investments, LLC 0.02% — 401 $91K
Field & Main Bank 0.04% No change 400 $91K
Logan Capital Management Inc. 0.00% No change 400 $91K
Pinnacle Bancorp, Inc. 0.03% Add +8.2% 384 $87K
Creative Financial Designs Inc. 0.01% Add +0.3% 383 $87K
Atlantic Edge Private Wealth Management, LLC 0.03% Add +15.1% 374 $85K
Ironwood Wealth Management, Inc. 0.04% No change 377 $82K
Oliver Lagore Vanvalin Investment Group 0.02% No change 359 $82K
Bell Investment Advisors, Inc 0.02% No change 359 $82K
Voisard Asset Management Group, Inc. 0.05% Add +16.4% 355 $81K
Core Alternative Capital 0.01% Reduce -40.5% 344 $78K
Financial Connections Group, Inc. 0.08% Reduce -81.8% 334 $77K
Hollencrest Capital Management 0.00% Reduce -87.4% 327 $74K
GoalVest Advisory LLC 0.02% Add +45.5% 326 $74K
Private Wealth Management Group, LLC 0.03% No change 321 $73K
Criterion Capital Advisors, LLC 0.05% No change 320 $73K
Fernwood Investment Management, LLC 0.02% New 315 $72K
EntryPoint Capital, LLC 0.06% Add +3.6% 313 $71K
Towne Trust Company, N.A 0.03% New 302 $69K
Naples Money Management LLC 0.07% No change 301 $68K
FWL Investment Management, LLC 0.04% No change 300 $68K
Quintet Private Bank (Europe) S.A. 0.00% New 259 $68K
Covestor Ltd 0.04% Add +0.7% 295 $67K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 293 $67K
Atlas Capital Advisors Inc. 0.01% Add +22.2% 286 $65K
Richardson Financial Services Inc. 0.05% Add +2.9% 282 $64K
Brown Shipley& Co Ltd 0.02% New 280 $64K
Coston, McIsaac & Partners 0.02% No change 279 $63K
Global Wealth Strategies & Associates 0.02% No change 272 $62K
AllSquare Wealth Management LLC 0.04% Reduce -8.4% 271 $62K
Hoese & Co LLP 0.06% No change 280 $61K
Wiser Advisor Group LLC 0.09% No change 260 $59K
Stephens Consulting, LLC 0.02% No change 258 $59K
Institutional & Family Asset Management, LLC 0.01% No change 251 $57K
Carmichael Hill & Associates, Inc. 0.02% No change 249 $57K
FSA Wealth Management LLC 0.02% No change 243 $55K
Rakuten Securities, Inc. 0.02% Add +84.1% 232 $53K
Financial Perspectives, Inc 0.02% Reduce -0.9% 230 $52K
Winthrop Capital Management, LLC 0.02% No change 230 $52K
Beacon Capital Management, LLC 0.01% Add +162.1% 228 $52K
Northwest Investment Counselors, LLC 0.01% New 226 $51K
LifeSteps Financial, Inc. 0.04% New 225 $51K
Fairman Group, LLC 0.05% Reduce -56.9% 220 $50K
Nixon Capital, LLC 0.02% Reduce -99.7% 218 $50K
Glen Eagle Advisors, LLC 0.01% No change 211 $48K
LGT Financial Advisors LLC 0.05% No change 207 $47K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 203 $46K
Ravenstone Capital Management Inc. 0.03% No change 200 $46K
Transcendent Capital Group LLC 0.03% No change 200 $46K
Chelsea Counsel Co. 0.03% No change 200 $46K
SRH Advisors, LLC 0.01% No change 200 $46K
CBIZ Investment Advisory Services, LLC 0.00% New 200 $46K
Annapolis Financial Services, LLC 0.01% Add +17.8% 199 $45K
Intelligent Financial Strategies 0.03% New 194 $44K
GW&K Investment Management, LLC 0.00% Reduce -2.1% 186 $42K
BNP Paribas 0.00% — 175 $40K
Main Street Group, LTD 0.02% Add +0.6% 172 $39K
Riverview Trust Co 0.03% New 169 $38K
Pacifica Partners Inc. 0.02% No change 170 $38K
Abound Wealth Management 0.01% Add +1.2% 165 $38K
WFA Asset Management Corp 0.02% No change 161 $37K
Custom Portfolio Group LLC 0.03% No change 156 $36K
Tradewinds Capital Management, LLC 0.01% No change 150 $34K
Tyler-Stone Wealth Management 0.01% Reduce -6.5% 145 $33K
Credential Qtrade Securities Inc. 0.00% No change 143 $33K
Nordwand Advisors, LLC 0.01% Add +6.3% 135 $31K
GPS Wealth Strategies Group, LLC 0.01% No change 135 $31K
Scarborough Advisors, LLC 0.01% Add +0.8% 133 $30K
Canton Hathaway, LLC 0.01% No change 130 $30K
Game Plan Financial Advisors, LLC 0.02% Add +62.5% 130 $30K
Raffa Wealth Management, LLC 0.01% No change 130 $30K
Archer Investment Corp 0.01% No change 129 $29K
Vermillion & White Wealth Management Group, LLC 0.02% Reduce -16.9% 128 $29K
Sachetta, LLC 0.01% No change 153 $29K
Granite FO LLC 0.02% No change 104 $27K
DHJJ Financial Advisors, Ltd. 0.01% No change 116 $26K
Bray Capital Advisors 0.01% No change 108 $25K
Johnson Financial Group, Inc. 0.00% Reduce -71.8% 105 $24K
Valley Wealth Managers, Inc. 0.00% No change 105 $24K
Caitlin John, LLC 0.02% Reduce -39.0% 103 $24K
Albion Financial Group 0.00% Add +3.0% 103 $23K
Front Row Advisors LLC 0.01% New 103 $23K
Delos Wealth Advisors, LLC 0.03% Reduce -50.0% 100 $23K
Iron Horse Wealth Management, LLC 0.01% No change 100 $23K
Atticus Wealth Management, LLC 0.01% Reduce -96.2% 100 $23K
Stuart Chaussee & Associates, Inc. 0.01% No change 100 $23K
Operose Advisors LLC 0.01% Reduce -57.9% 98 $22K
REAP Financial Group, LLC 0.01% Reduce -31.9% 98 $22K
Park Place Capital Corp 0.01% Reduce -38.6% 97 $22K
Investment Research & Advisory Group, Inc. 0.01% New 96 $22K
Ruedi Wealth Management, Inc. 0.01% New 90 $20K
Cedar Wealth Management, LLC 0.01% New 89 $20K
Janiczek Wealth Management, LLC 0.00% No change 88 $20K
Rogco, LP 0.01% Reduce -56.1% 82 $19K
PFS Partners, LLC 0.01% No change 75 $17K
American Capital Advisory, LLC 0.01% No change 101 $17K
Cranbrook Wealth Management, LLC 0.00% Reduce -40.0% 63 $14K
Dunhill Financial, LLC 0.01% Add +15.1% 61 $14K
Frazier Financial Advisors, LLC 0.01% Add +28.9% 58 $13K
Wetzel Investment Advisors, Inc. 0.01% No change 60 $13K
SJS Investment Consulting Inc. 0.00% Reduce -1.7% 57 $13K
Activest Wealth Management 0.01% New 56 $13K
Atwood & Palmer Inc. 0.00% Add +126.1% 52 $12K
Retirement Group, LLC 0.00% No change 50 $11K
ESL Trust Services, LLC 0.00% New 50 $11K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 47 $11K
Redmont Wealth Advisors LLC 0.01% New 47 $11K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.3% 44 $10K
Horrell Capital Management, Inc. 0.00% No change 44 $10K
University of Texas/Texas Am Investment Management Co. 0.00% Reduce -50.0% 53 $10K
Stone House Investment Management, LLC 0.00% No change 42 $10K
HighMark Wealth Management LLC 0.01% No change 42 $10K
Sugarloaf Wealth Management, LLC 0.00% No change 42 $10K
Valued Wealth Advisors LLC 0.01% Add +5.1% 41 $9K
Carolinas Wealth Consulting LLC 0.00% Reduce -18.0% 41 $9K
Robinswood Financial LLC 0.00% No change 41 $9K
Mendota Financial Group, LLC 0.01% No change 40 $9K
Gables Capital Management Inc. 0.01% No change 40 $9K
ClariVest Asset Management LLC 0.00% Add +37.9% 40 $9K
Frank, Rimerman Advisors LLC 0.00% No change 38 $9K
Timber Creek Capital Management LLC 0.00% No change 35 $8K
Gold Investment Management Ltd. 0.00% Add +32.0% 33 $8K
Red Tortoise LLC 0.00% No change 32 $7K
Abich Financial Wealth Management LLC 0.01% Reduce -59.5% 30 $7K
Hoey Investments, Inc. 0.00% Reduce -76.9% 30 $7K
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -12.1% 29 $6K
Tsfg, LLC 0.00% Reduce -39.1% 28 $6K
Transamerica Financial Advisors, LLC 0.00% New 23 $6K
True Wealth Design, LLC 0.00% No change 25 $6K
First United Bank & Trust 0.00% No change 25 $6K
MidAtlantic Capital Management, Inc. 0.00% No change 22 $5K
Ogorek Anthony Joseph /NY/ 0.00% No change 25 $5K
Winch Advisory Services, LLC 0.00% Reduce -69.7% 20 $5K
IFS Advisors, LLC 0.00% No change 20 $5K
Cedar Mountain Advisors, LLC 0.00% Add +12.5% 18 $4K
Pineridge Advisors LLC 0.00% Reduce -63.8% 17 $4K
Carolina Wealth Advisors, LLC 0.00% No change 16 $4K
PayPay Securities Corp 0.16% Reduce -26.3% 14 $3K
BOK Financial Private Wealth, Inc. 0.00% No change 14 $3K
Psagot Value Holdings Ltd. / (Israel) 0.03% No change 13 $3K
Davis Capital Management 0.00% No change 13 $3K
FPC Investment Advisory, Inc. 0.00% — 11 $3K
Aspect Partners, LLC 0.00% Reduce -40.0% 9 $2K
Baldwin Wealth Partners LLC 0.00% Reduce -94.8% 8 $2K
Impact Partnership Wealth, LLC 0.00% Reduce -99.7% 7 $2K
Financial Gravity Asset Management, Inc. 0.00% Reduce -80.7% 6 $1K
TFO Wealth Partners, LLC 0.00% No change 5 $1K
WestEnd Advisors, LLC 0.00% New 2 $455
FRG Family Wealth Advisors LLC 0.00% New 1 $234

"% of holder's portfolio" is AXP's weight in each manager's 13F, not the share of American Express Co. the manager owns.