Astrazeneca PLC-Spons ADRAZN

13F holders, Q3 2024 (September 30)
1,228holders +18
106new positions
90sold out
9famous investors
$78.02avg. 13F price*

At the end of Q3 2024, 1,228 institutions reported holding Astrazeneca PLC-Spons ADR (AZN) in their 13F filings, up 18 from Q2 2024. 106 opened new positions and 90 sold out. The largest holders were T. Rowe Price Associates Inc. ($4.9B), Primecap Management Co. ($3.3B) and Wellington Management Group LLP ($2.9B). 9 famous investors held it, including George Soros (5.8% of Soros Fund Management's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).

Company
Astrazeneca PLC-Spons ADR
CUSIP
046353108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions106$288.1M
Exits90$835.9M

All 13F filers, Q2 2024 → Q3 2024: 33,189,114 shares bought and 31,387,994 shares sold, net +1,801,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,228 holders

T. Rowe Price Associates Inc. 0.56% Reduce -3.1% 62,892,582 $4.9B
Primecap Management Co. 2.40% Reduce -1.4% 41,980,045 $3.3B
Wellington Management Group LLP 0.51% Reduce -8.2% 37,247,083 $2.9B
Capital International Investors 0.55% Add +0.3% 36,821,151 $2.9B
Bank of America Corp. 0.18% Add +63.1% 25,870,792 $2.0B
FMR LLC 0.11% Add +1.1% 23,117,447 $1.8B
Franklin Resources Inc. 0.42% Add +8.7% 19,122,675 $1.5B
Sanders Capital, LLC 1.69% Add +0.2% 14,974,391 $1.2B
Jennison Associates LLC 0.72% Reduce -12.1% 14,964,547 $1.2B
Morgan Stanley 0.07% Add +3.4% 12,824,911 $999.2M
Goldman Sachs Group Inc. 0.18% Reduce -3.6% 12,046,285 $938.5M
Fisher Asset Management 0.33% Add +5.3% 10,480,160 $816.5M
CIBC Private Wealth Group LLC 1.27% Reduce -1.3% 9,090,358 $708.2M
Capital World Investors 0.08% Add +0.0% 6,254,682 $487.3M
BlackRock, Inc. 0.01% — 6,150,767 $479.2M
GQG Partners LLC 0.67% Add +82.5% 5,475,142 $426.6M
JPMorgan Chase & Co. 0.03% Add +24.5% 5,322,687 $414.7M
Neuberger Berman Group LLC 0.32% Reduce -3.2% 5,232,966 $407.7M
Voya Investment Management LLC 0.47% Reduce -5.0% 5,041,457 $392.8M
Dimensional Fund Advisors LP 0.09% Add +5.4% 4,685,851 $365.0M
Ameriprise Financial Inc. 0.09% Reduce -12.2% 4,290,896 $334.0M
WCM Investment Management, LLC 0.69% Reduce -1.2% 3,938,462 $305.7M
Northern Trust Corp. 0.05% Reduce -0.7% 3,740,668 $291.4M
Clearbridge Investments, LLC 0.22% Add +5.3% 3,583,271 $279.2M
Envestnet Asset Management Inc. 0.09% Add +2.9% 3,517,793 $274.1M
Fayez Sarofim & Co 0.68% Add +6.3% 3,444,033 $268.3M
Wells Fargo & Company 0.06% Reduce -8.4% 3,378,762 $263.2M
Manning & Napier Advisors LLC 2.73% Add +31.6% 3,181,234 $247.8M
Bank of Montreal 0.11% Add +109.6% 3,071,333 $238.4M
Invesco Ltd. 0.04% Reduce -8.7% 2,937,049 $228.8M
Swedbank AB 0.27% Add +1.3% 2,705,757 $210.8M
Soros Fund Management 5.83% Add +8.2% 2,652,771 $206.7M
Royal Bank of Canada 0.04% Add +2.1% 2,491,191 $194.1M
Raymond James & Associates 0.12% Reduce -5.7% 2,429,269 $189.3M
Nuveen Asset Management, LLC 0.05% Add +35.5% 2,255,580 $175.7M
Epoch Investment Partners, Inc. 0.68% Reduce -14.3% 1,962,030 $152.9M
Natixis Advisors, LLC 0.30% Add +6.3% 1,960,815 $152.8M
Alliancebernstein L.P. 0.05% Reduce -1.1% 1,878,356 $146.3M
State Street Corp. 0.01% Reduce -22.0% 1,817,624 $141.6M
HSBC Holdings PLC 0.09% Add +41.5% 1,815,138 $141.1M
Charles Schwab Investment Management Inc. 0.03% Add +0.5% 1,784,235 $139.0M
UBS Group AG 0.04% Reduce -4.4% 1,752,334 $136.5M
Saturna Capital Corp. 1.71% Add +0.2% 1,674,852 $130.5M
Janus Henderson Group PLC 0.07% Add +5.4% 1,669,554 $130.1M
D. E. Shaw & Co. 0.18% Add +4672.0% 1,591,455 $124.0M
Citigroup Inc. 0.11% Add +7.6% 1,544,362 $120.3M
Crawford Investment Counsel Inc. 2.05% Reduce -0.6% 1,536,033 $119.7M
Aberdeen Group plc 0.19% Reduce -9.6% 1,362,316 $106.1M
Stifel Financial Corp. 0.11% Add +6.6% 1,348,904 $105.1M
Agf Management Ltd. 0.53% Add +2.8% 1,340,115 $104.4M
TD Asset Management Inc 0.09% Reduce -12.0% 1,325,805 $102.9M
Lazard Asset Management LLC 0.13% Reduce -39.6% 1,160,869 $90.4M
Two Sigma Investments, LP 0.20% Reduce -52.0% 1,099,456 $85.7M
Capital Research Global Investors 0.02% Reduce -22.6% 1,080,218 $84.2M
Nicholas Company, Inc. 1.25% Reduce -0.6% 989,810 $77.1M
Bank of New York Mellon Corp 0.01% Reduce -6.5% 959,971 $74.8M
Alyeska Investment Group, L.P. 0.38% Reduce -61.0% 943,866 $73.5M
Erste Asset Management GmbH 0.87% Reduce -2.1% 930,648 $72.4M
Legal & General Group Plc 0.02% Reduce -1.7% 908,336 $70.8M
Sei Investments Co. 0.09% Add +3.1% 907,133 $70.7M
Qube Research & Technologies Ltd 0.13% Add +3283.1% 903,412 $70.4M
First Trust Advisors LP 0.07% Add +2.9% 895,948 $69.8M
Assenagon Asset Management S.A. 0.14% Add +63.5% 871,893 $67.9M
Groupama Asset Managment 1.78% Add +22.9% 543,398 $67.8M
Russell Investments Group, Ltd. 0.10% Add +0.0% 856,820 $66.8M
Sofinnova Investments, Inc. 5.22% Add +1.0% 809,406 $63.1M
Harvest Portfolios Group Inc. 1.88% Add +3.0% 728,187 $56.7M
HighTower Advisors, LLC 0.08% Reduce -1.0% 726,665 $56.6M
Trillium Asset Management, LLC 1.34% Reduce -1.6% 701,923 $54.7M
Cidel Asset Management Inc. 3.64% Add +0.1% 660,846 $51.5M
ZWJ Investment Counsel Inc. 2.09% Add +0.4% 656,171 $51.1M
Mediolanum International Funds Ltd 0.68% Add +392.3% 350,093 $49.0M
Pictet Asset Management Holding SA 0.05% Reduce -15.1% 623,204 $48.4M
Macquarie Group Ltd. 0.05% Add +47.3% 615,079 $47.9M
LPL Financial LLC 0.02% Add +8.4% 584,773 $45.6M
ProShare Advisors LLC 0.11% Add +9.6% 580,460 $45.2M
CI Investments Inc. 0.17% New 561,229 $43.7M
Hardman Johnston Global Advisors LLC 1.71% Reduce -1.7% 558,488 $43.5M
Todd Asset Management LLC 0.99% Reduce -0.7% 546,133 $42.5M
BNP Paribas Financial Markets 0.04% Reduce -9.6% 515,985 $40.2M
Acadian Asset Management LLC 0.12% Add +4378.8% 516,177 $40.2M
Teachers Retirement System of the State of Kentucky 0.34% Reduce -1.9% 506,072 $39.4M
Geode Capital Management, LLC 0.00% Add +0.3% 493,447 $38.4M
Causeway Capital Management LLC 0.94% Add +8.8% 490,439 $38.2M
Thornburg Investment Management Inc. 0.49% Reduce -1.1% 486,026 $37.9M
Capital Group Private Client Services, Inc. 0.36% Reduce -2.1% 484,763 $37.8M
Cookson Peirce & Co. Inc. 1.77% New 483,667 $37.7M
Magnetar Financial LLC 0.97% New 480,000 $37.4M
Eagle Asset Management Inc. 0.19% Reduce -59.5% 575,604 $37.1M
Walleye Capital LLC 0.43% Add +26.4% 472,982 $36.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Add +0.4% 469,567 $36.6M
Barclays PLC 0.02% Reduce -6.2% 462,250 $36.0M
Old Mission Capital LLC 0.78% Add +1063.7% 455,702 $35.5M
Citadel Advisors 0.04% Reduce -27.4% 448,452 $34.9M
Voloridge Investment Management, LLC 0.13% New 448,417 $34.9M
Vaughan David Investments LLC 0.80% Add +6.7% 445,428 $34.7M
Axiom Investors LLC 0.30% New 444,508 $34.6M
Arrowstreet Capital, Limited Partnership 0.03% Add +27.2% 332,341 $34.6M
Van Eck Associates Corp. 0.04% Add +17.7% 444,792 $34.2M
AXA S.A. 0.10% Add +5.7% 423,192 $33.0M
Scotia Capital Inc. 0.17% Add +10.7% 413,542 $32.2M
Jane Street Group, LLC 0.05% Add +42.0% 381,558 $29.7M
American Century Companies Inc. 0.02% Reduce -27.3% 378,307 $29.5M
Becker Capital Management Inc. 0.96% Reduce -0.7% 377,273 $29.4M
STRS Ohio 0.11% Reduce -27.0% 365,000 $28.4M
Kornitzer Capital Management Inc. 0.52% Add +0.3% 360,312 $28.1M
Fred Alger Management, LLC 0.14% Add +35.3% 357,614 $27.9M
Chilton Capital Management LLC 1.13% Add +7.1% 349,556 $27.2M
Pathstone Holdings, LLC 0.12% Add +3.5% 347,234 $27.1M
Act Two Investors LLC 4.72% Add +0.3% 320,839 $25.0M
Mackenzie Financial Corp. 0.03% Reduce -0.8% 305,534 $23.8M
Renaissance Technologies 0.04% Add +430.3% 304,908 $23.8M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +66.0% 297,576 $23.1M
Martin Investment Management, LLC 5.53% Add +2.8% 284,204 $22.6M
Janney Montgomery Scott LLC 0.06% Add +0.8% 286,851 $22.3M
Professional Advisory Services Inc. 2.60% Reduce -1.3% 276,528 $21.5M
Capital International, Inc. 0.26% Add +1.1% 262,813 $20.5M
Victory Capital Management Inc. 0.02% Reduce -0.7% 262,553 $20.5M
Federated Hermes, Inc. 0.04% Reduce -5.5% 261,124 $20.3M
Truist Financial Corp. 0.03% Add +2.4% 256,440 $20.0M
MML Investors Services, LLC 0.07% Add +3.2% 255,605 $19.9M
M&T Bank Corp 0.06% Reduce -6.2% 251,109 $19.6M
Baird Financial Group, Inc. 0.04% Add +0.6% 249,018 $19.4M
Sit Investment Associates Inc. 0.42% Reduce -5.6% 239,900 $18.7M
CIBC Asset Management Inc 0.06% Add +2.3% 238,268 $18.6M
PNC Financial Services Group, Inc. 0.01% Add +2.0% 238,228 $18.6M
Barlow Wealth Partners, LLC 2.42% Add +2.0% 240,887 $18.5M
Flputnam Investment Management Co. 0.33% Add +1.1% 237,315 $18.5M
Blair William & Co. 0.05% Add +2.6% 235,447 $18.3M
US Bancorp \de 0.02% Add +6.9% 232,419 $18.1M
Federation des caisses Desjardins du Quebec 0.09% Add +120.3% 231,233 $18.0M
Assetmark, Inc. 0.05% Add +5.9% 227,229 $17.7M
Davidson Investment Advisors 0.85% Add +4.6% 225,679 $17.6M
Creative Planning 0.02% Add +8.0% 224,751 $17.5M
Optiver Holding B.V. 0.44% Reduce -24.1% 224,349 $17.5M
QRG Capital Management, Inc. 0.19% Add +12.1% 223,245 $17.4M
Osaic Holdings, Inc. 0.04% Add +65.4% 207,871 $16.2M
Guggenheim Capital LLC 0.11% Reduce -5.5% 207,350 $16.2M
O'shaughnessy Asset Management, LLC 0.14% Add +40.5% 206,484 $16.1M
Bridgewater Associates 0.09% Reduce -1.9% 205,108 $16.0M
First Foundation Advisors 0.60% Reduce -9.9% 204,412 $15.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.0% 204,413 $15.9M
Silvercrest Asset Management Group LLC 0.11% Add +27.1% 200,857 $15.6M
Cetera Investment Advisers 0.03% Reduce -1.2% 199,851 $15.6M
Cerity Partners LLC 0.03% Add +30.5% 199,425 $15.5M
HRT Financial LP 0.08% Add +50.3% 199,330 $15.5M
Buckingham Capital Management, Inc. 1.74% Reduce -4.9% 195,004 $15.2M
Commonwealth Equity Services, LLC 0.02% Reduce -7.5% 193,324 $15.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +3.0% 191,741 $14.9M
Glenmede Trust Co. NA 0.07% Add +3.7% 191,132 $14.9M
Artia Global Partners LP 4.20% No change 190,752 $14.9M
Sphera Funds Management LTD. 2.42% No change 190,060 $14.8M
Raymond James Financial Services Advisors, Inc. 0.02% Add +5.6% 188,830 $14.7M
Corient Private Wealth LP 0.02% Reduce -8.3% 188,363 $14.7M
Mariner, LLC 0.02% Add +3.4% 179,572 $14.0M
Hilton Capital Management, LLC 1.06% Add +2.3% 175,492 $13.7M
Community Trust & Investment Co. 0.86% Add +1.2% 174,620 $13.6M
Two Sigma Securities, LLC 1.04% Add +462.3% 170,215 $13.3M
Anchor Capital Advisors LLC 0.35% Reduce -1.6% 167,018 $13.0M
Orion Porfolio Solutions, LLC 0.13% Reduce -3.1% 165,939 $12.9M
Orion Portfolio Solutions, LLC 0.13% Reduce -3.1% 165,939 $12.9M
Marathon Capital Management 3.10% Add +0.7% 163,010 $12.7M
Rockefeller Capital Management L.P. 0.03% Add +1.7% 160,335 $12.5M
Deutsche Bank AG 0.01% Add +1.9% 158,585 $12.4M
National Bank of Canada 0.02% Add +53.9% 158,329 $12.3M
Park National Corp. 0.42% Reduce -5.1% 153,221 $11.9M
Quattro Financial Advisors LLC 3.37% Reduce -80.0% 1,000 $11.9M
Cullen/Frost Bankers, Inc. 0.16% Reduce -3.7% 152,800 $11.9M
Tang Capital Management LLC 0.83% No change 150,000 $11.7M
Rafferty Asset Management, LLC 0.04% Reduce -4.9% 149,739 $11.7M
Peapack Gladstone Financial Corp. 0.17% Add +18.3% 149,605 $11.7M
Dodge & Cox 0.01% Reduce -0.5% 149,035 $11.6M
Bailard, Inc. 0.30% Add +16.7% 148,288 $11.6M
Cantor Fitzgerald, L. P. 1.06% Add +920.6% 148,226 $11.5M
Edge Capital Group, LLC 0.50% Reduce -0.2% 144,010 $11.2M
Squarepoint Ops LLC 0.04% Add +535.0% 142,034 $11.1M
iA Global Asset Management Inc. 0.19% Add +146.9% 141,239 $11.0M
Quantinno Capital Management LP 0.14% Add +17.1% 140,596 $11.0M
Envestnet Portfolio Solutions, Inc. 0.04% Add +2.6% 139,916 $10.9M
Oak Family Advisors, LLC 3.91% Reduce -2.0% 138,970 $10.8M
Captrust Financial Advisors 0.03% Reduce -5.5% 137,133 $10.7M
Oak Ridge Investments LLC 0.93% Add +7.2% 136,632 $10.6M
Zevin Asset Management LLC 1.62% Reduce -0.6% 134,099 $10.4M
Baron Capital (BAMCO) 0.03% Reduce -11.4% 133,244 $10.4M
New York State Common Retirement Fund 0.01% No change 123,919 $9.7M
Norges Bank 0.00% No change 120,789 $9.4M
Howe & Rusling Inc. 0.80% Reduce -19.9% 119,812 $9.3M
China Universal Asset Management Co., Ltd. 1.03% Add +101.0% 119,382 $9.3M
Bessemer Group Inc. 0.02% Add +1.5% 119,302 $9.3M
Millennium Management 0.01% Add +262.9% 118,476 $9.2M
Vestor Capital, LLC 0.71% New 115,637 $9.0M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +110.0% 112,569 $8.8M
M&R Capital Management Inc. 1.91% Reduce -0.8% 111,274 $8.7M
Altrius Capital Management Inc 2.12% Reduce -3.0% 108,790 $8.5M
Avantax Advisory Services, Inc. 0.05% Add +4.8% 107,377 $8.4M
Atria Investments, Inc 0.10% Add +9.7% 106,868 $8.3M
Susquehanna International Group, LLP 0.01% Reduce -36.8% 106,659 $8.3M
Prospera Financial Services Inc 0.21% Add +9.6% 103,247 $8.0M
Cresset Asset Management, LLC 0.03% Add +7.4% 102,646 $8.0M
Strategic Wealth Partners, Ltd. 0.73% Add +4.6% 97,686 $7.6M
Vanguard Personalized Indexing Management, LLC 0.12% Add +3.4% 96,621 $7.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.9% 96,387 $7.5M
Cibc World Market Inc. 0.02% Add +8.1% 94,732 $7.4M
Steward Partners Investment Advisory, LLC 0.07% Add +0.2% 94,242 $7.3M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -3.8% 92,474 $7.2M
Oppenheimer Asset Management Inc. 0.09% Add +3.8% 91,978 $7.2M
Skandinaviska Enskilda Banken AB (publ) 0.03% No change 88,222 $6.9M
FourThought Financial Partners, LLC 0.81% Reduce -0.9% 88,012 $6.9M
Nomura Asset Management Co. Ltd. 0.02% Reduce -3.8% 87,170 $6.8M
Townsquare Capital LLC 0.08% Add +55.9% 86,369 $6.7M
HUB Investment Partners, LLC 0.29% Add +11.3% 86,205 $6.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +13.1% 84,511 $6.6M
WealthPlan Investment Management, LLC 0.67% Reduce -1.4% 84,398 $6.6M
Ritholtz Wealth Management 0.20% Add +25.8% 83,338 $6.5M
James Investment Research, Inc. 0.75% Reduce -0.6% 83,088 $6.5M
Kestra Advisory Services, LLC 0.04% Reduce -14.8% 81,386 $6.3M
DekaBank Deutsche Girozentrale 0.01% Add +0.1% 81,742 $6.3M
Ethic Inc. 0.16% Reduce -15.4% 91,133 $6.2M
Wesbanco Bank Inc. 0.21% Add +7.1% 78,731 $6.1M
Transcend Capital Advisors, LLC 0.41% Add +0.1% 78,017 $6.1M
Quantbot Technologies LP 0.24% New 77,776 $6.1M
Laird Norton Wetherby Wealth Management, LLC 0.27% Add +2.4% 77,070 $6.0M
Valicenti Advisory Services Inc. 1.52% Add +1.7% 75,803 $5.9M
Gabelli Funds LLC 0.04% Reduce -0.0% 73,180 $5.7M
Parkwood LLC 0.69% Add +25.2% 72,685 $5.7M
Phoenix Financial Ltd. 0.08% Reduce -14.0% 71,564 $5.6M
Wilmington Savings Fund Society, FSB 0.10% New 71,647 $5.6M
Shelton Capital Management 0.14% No change 70,761 $5.5M
Sandy Spring Bank 0.22% Add +20.4% 69,806 $5.4M
Engineers Gate Manager LP 0.11% Add +274.8% 69,725 $5.4M
Campbell & CO Investment Adviser LLC 0.40% New 69,590 $5.4M
Naviter Wealth, LLC 0.75% Reduce -0.8% 69,580 $5.4M
GLOBALT Investments LLC / GA 0.20% Reduce -3.8% 69,485 $5.4M
Brandywine Oak Private Wealth LLC 0.51% Reduce -15.9% 67,606 $5.3M
First Merchants Corp. 0.20% Add +0.7% 66,788 $5.2M
Henry James International Management Inc. 1.79% Reduce -2.3% 66,072 $5.1M
Motco 0.51% Reduce -11.3% 66,056 $5.1M
Bleakley Financial Group, LLC 0.16% Add +3.6% 65,975 $5.1M
HM Payson & Co. 0.09% Add +1666.3% 65,514 $5.1M
Advanced Portfolio Management, LLC 5.21% New 65,000 $5.1M
Synovus Financial Corp. 0.06% Reduce -5.8% 64,860 $5.1M
SouthState Bank Corp 0.35% Add +1.6% 64,747 $5.0M
Pinkerton Wealth, LLC 0.73% Add +11.2% 64,735 $5.0M
Private Advisor Group, LLC 0.03% Reduce -0.9% 64,523 $5.0M
Stanley-Laman Group, Ltd. 0.64% Add +3.5% 64,491 $5.0M
Aquatic Capital Management LLC 0.13% Add +182.7% 63,314 $4.9M
Timber Creek Capital Management LLC 1.38% Add +0.7% 63,227 $4.9M
Focus Partners Wealth 0.02% Add +42.1% 63,307 $4.9M
Boston Common Asset Management, LLC 0.13% Reduce -4.9% 62,965 $4.9M
Ingalls & Snyder LLC 0.19% Reduce -0.7% 62,596 $4.9M
Park Avenue Securities LLC 0.05% Reduce -9.8% 62,601 $4.9M
Virtu Financial LLC 0.27% New 61,897 $4.8M
Tiaa Trust, National Association 0.01% Reduce -67.1% 61,454 $4.8M
Crestline Management, L.P. 0.27% New 61,269 $4.8M
Azzad Asset Management Inc. 0.53% Reduce -1.1% 61,093 $4.8M
Goelzer Investment Management, Inc. 0.26% Reduce -0.4% 60,706 $4.7M
Allspring Global Investments Holdings, LLC 0.01% Add +268.9% 60,624 $4.7M
CPC Advisors, LLC 0.70% Add +2059.6% 60,188 $4.7M
Benjamin Edwards Inc. 0.07% Add +349.0% 59,871 $4.7M
Rossmore Private Capital 0.58% Reduce -0.8% 59,825 $4.7M
Eagle Global Advisors LLC 0.23% Reduce -1.0% 59,256 $4.6M
Signaturefd, LLC 0.09% Add +3.6% 59,243 $4.6M
AIMZ Investment Advisors, LLC 1.54% Reduce -1.1% 58,095 $4.5M
Bryn Mawr Trust Advisors, LLC 0.24% Reduce -1.9% 57,673 $4.5M
William Blair Investment Management, LLC 0.01% Reduce -0.0% 57,244 $4.5M
Equitable Trust Co. 0.28% Reduce -1.6% 56,986 $4.4M
Boothbay Fund Management, LLC 0.15% New 56,784 $4.4M
Daiwa Securities Group Inc. 0.02% Add +58.1% 55,490 $4.3M
Samjo Management, LLC 1.48% Add +0.0% 55,155 $4.3M
Pacer Advisors, Inc. 0.01% Reduce -0.2% 54,944 $4.3M
Advisors Asset Management, Inc. 0.08% Reduce -1.9% 54,928 $4.3M
NewEdge Advisors, LLC 0.03% Add +10.4% 54,747 $4.3M
Madison Asset Management, LLC 0.05% Reduce -4.6% 54,510 $4.2M
Naples Global Advisors, LLC 0.39% Add +1.3% 54,478 $4.2M
Guardian Capital LP 0.16% Reduce -2.7% 54,454 $4.2M
&partners 0.08% Add +248.3% 54,400 $4.2M
Summit Global Investments 0.27% New 53,892 $4.2M
Crossmark Global Holdings, Inc. 0.08% Add +32.0% 53,438 $4.2M
Pittenger & Anderson Inc. 0.16% Add +14.1% 53,377 $4.2M
Patten Group, Inc. 0.91% Reduce -1.0% 52,867 $4.1M
Choreo, LLC 0.06% Add +8.7% 52,042 $4.1M
Nissay Asset Management Corp. /Japan 0.03% Add +18.6% 52,205 $4.1M
Ramirez Asset Management, Inc. 0.78% Add +2.2% 52,085 $4.1M
Nomura Holdings Inc. 0.03% New 50,980 $4.0M
Pinpoint Asset Management Ltd 0.85% New 50,974 $4.0M
Azimuth Capital Investment Management LLC 0.15% New 50,570 $3.9M
Nwi Management LP 0.46% No change 50,000 $3.9M
United Capital Financial Advisors, LLC 0.03% Add +0.0% 49,270 $3.8M
Guardian Capital Advisors LP 0.38% Add +4.2% 48,642 $3.8M
Capital Wealth Planning, LLC 0.04% Add +85.0% 48,622 $3.8M
Avitas Wealth Management LLC 0.53% Add +1.1% 48,345 $3.8M
Asio Capital, LLC 0.71% Add +3.7% 47,972 $3.7M
Elevation Point Wealth Partners, LLC 0.36% Reduce -6.3% 47,815 $3.7M
Prudential Financial Inc. 0.01% Reduce -1.1% 47,661 $3.7M
Amundi 0.00% Add +7.2% 48,071 $3.7M
Keybank National Association 0.01% Add +0.7% 47,208 $3.7M
Fiduciary Group, LLC 0.37% Add +0.7% 46,995 $3.7M
Clayton Partners LLC 2.59% Reduce -0.7% 46,228 $3.6M
Hendley & Co. Inc. 1.25% Reduce -0.3% 46,060 $3.6M
Profund Advisors LLC 0.13% Reduce -8.1% 45,216 $3.5M
Artisan Partners Limited Partnership 0.01% Reduce -9.1% 45,212 $3.5M
Cinctive Capital Management LP 0.20% New 44,935 $3.5M
Snowden Capital Advisors LLC 0.10% Add +1.1% 44,805 $3.5M
Raymond James Trust N.A. 0.08% Reduce -20.1% 44,713 $3.5M
Savant Capital, LLC 0.03% Add +10.2% 44,700 $3.5M
Capital International Sarl 0.09% Add +17.4% 44,608 $3.5M
Hantz Financial Services, Inc. 0.06% Add +0.9% 44,514 $3.5M
Thrivent Financial for Lutherans 0.01% Reduce -96.8% 44,455 $3.5M
Louisiana State Employees Retirement System 0.06% Reduce -4.1% 44,400 $3.5M
Perpetual Ltd 0.04% Reduce -13.8% 43,690 $3.4M
Marks Group Wealth Management, Inc 0.32% Reduce -1.6% 43,672 $3.4M
Integrated Advisors Network LLC 0.16% Add +46.6% 43,610 $3.4M
Atria Wealth Solutions, Inc. 0.04% Add +7.3% 43,065 $3.4M
Seascape Capital Management 1.15% Reduce -3.5% 41,277 $3.2M
Ieq Capital, LLC 0.04% Add +8.4% 40,379 $3.1M
LMCG Investments, LLC 0.19% Reduce -4.8% 40,359 $3.1M
NTV Asset Management LLC 0.42% Add +11.9% 40,089 $3.1M
Morton Community Bank 0.81% Add +2.1% 39,920 $3.1M
Rwa Wealth Partners, LLC 0.04% Add +1072.0% 39,625 $3.1M
RNC Capital Management LLC 0.17% No change 39,469 $3.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +5.7% 39,418 $3.1M
Capital International Ltd. 0.13% Add +0.7% 39,239 $3.1M
Simmons Bank 0.22% Add +7.3% 39,074 $3.0M
Y-Intercept (Hong Kong) Ltd 0.18% Add +91.8% 38,688 $3.0M
Corebridge Financial, Inc. 0.02% Reduce -1.8% 38,073 $3.0M
Aviso Financial Inc. 0.15% Add +8.1% 37,756 $2.9M
Cox Capital Mgt LLC 1.75% Reduce -1.9% 37,469 $2.9M
DRW Securities, LLC 0.16% Add +49.8% 37,468 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -24.9% 37,343 $2.9M
Tealwood Asset Management Inc. 1.27% Reduce -1.4% 37,120 $2.9M
Boston Partners 0.00% Add +831.6% 36,760 $2.9M
Catalyst Capital Advisors LLC 0.06% Add +6387.3% 36,199 $2.8M
Brookmont Capital Management 1.45% Reduce -3.1% 36,158 $2.8M
Cozad Asset Management Inc. 0.27% Reduce -12.2% 35,910 $2.8M
SpiderRock Advisors, LLC 0.06% Add +327.6% 35,902 $2.8M
Regions Financial Corp. 0.02% Add +5.0% 35,867 $2.8M
Searle & Co. 0.69% No change 35,350 $2.8M
Dorsey & Whitney Trust CO LLC 0.15% Add +66.3% 35,111 $2.7M
Vident Advisory, LLC 0.07% Add +17.3% 35,100 $2.7M
Hudson Bay Capital Management LP 0.02% New 35,000 $2.7M
Aurora Investment Counsel 1.43% Reduce -13.3% 33,785 $2.6M
Aperture Investors, LLC 0.33% No change 33,732 $2.6M
Money Concepts Capital Corp. 0.20% Reduce -3.1% 33,606 $2.6M
Bellevue Group AG 0.04% Reduce -20.6% 33,500 $2.6M
Meitav Investment House Ltd. 0.04% Reduce -26.7% 33,270 $2.6M
Qtron Investments LLC 0.35% Reduce -3.5% 33,211 $2.6M
FORA Capital, LLC 0.30% New 33,113 $2.6M
NEOS Investment Management LLC 0.08% Add +19.5% 33,070 $2.6M
First Trust Direct Indexing L.P. 0.14% Add +3.9% 33,059 $2.6M
Dillon & Associates Inc. 0.36% Add +27.1% 32,850 $2.6M
Cloverfields Capital Group, LP 0.82% Reduce -14.5% 32,533 $2.5M
XTX Topco Ltd 0.18% Add +136.1% 32,530 $2.5M
Ballentine Partners, LLC 0.04% Add +12.4% 32,291 $2.5M
HB Wealth Management, LLC 0.03% Add +7.0% 32,262 $2.5M
Sectoral Asset Management Inc. 1.46% Reduce -1.4% 21,340 $2.5M
NewEdge Wealth, LLC 0.04% Add +6.9% 31,393 $2.4M
Simplex Trading, LLC 0.08% New 31,292 $2.4M
Pictet North America Advisors SA 0.23% No change 30,425 $2.4M
Sequoia Financial Advisors, LLC 0.03% Add +0.0% 30,266 $2.4M
Icon Advisers Inc. 0.51% No change 30,000 $2.3M
Procyon Advisors, LLC 0.16% Add +12.3% 29,853 $2.3M
Verdence Capital Advisors LLC 0.18% Add +7.3% 29,501 $2.3M
GC Wealth Management RIA, LLC 0.39% Add +7.0% 29,008 $2.3M
Rhumbline Advisers 0.00% Add +9.9% 28,719 $2.2M
Massachusetts Financial Services Co. 0.00% Add +4.7% 28,601 $2.2M
Americana Partners, LLC 0.15% Add +1.4% 28,413 $2.2M
Thoroughbred Financial Services, LLC 0.14% Reduce -0.2% 28,179 $2.2M
Lido Advisors, LLC 0.02% Add +40.2% 28,148 $2.2M
Compound Planning, Inc. 0.14% Add +27.7% 27,835 $2.2M
LGT Fund Management Co Ltd. 0.22% Reduce -39.5% 27,160 $2.2M
OneDigital Investment Advisors LLC 0.02% Add +5.1% 27,645 $2.2M
Quadrant Capital Group LLC 0.15% Add +4.1% 27,569 $2.1M
Jamison Private Wealth Management, Inc. 0.32% Add +0.6% 27,193 $2.1M
Old Port Advisors 0.58% Reduce -1.6% 27,034 $2.1M
Harvest Fund Management Co., Ltd 0.12% Add +52.2% 26,823 $2.1M
Coldstream Capital Management Inc. 0.05% Add +4.1% 26,777 $2.1M
1832 Asset Management L.P. 0.00% Reduce -59.7% 26,528 $2.1M
Stephens Inc. 0.03% Reduce -0.9% 26,347 $2.1M
Integrated Wealth Concepts LLC 0.02% Reduce -0.4% 26,163 $2.0M
Greenleaf Trust 0.02% Add +0.2% 25,894 $2.0M
D.A. Davidson & Co. 0.02% Reduce -23.3% 25,859 $2.0M
Venturi Wealth Management, LLC 0.11% Add +13.0% 25,796 $2.0M
Koa Wealth Management, LLC 1.55% Add +35.3% 25,678 $2.0M
Citizens National Bank Trust Department 0.42% Reduce -0.1% 25,665 $2.0M
Nicholas Hoffman & Company, LLC. 0.08% Add +0.0% 25,654 $2.0M
Beacon Pointe Advisors, LLC 0.02% Reduce -7.5% 25,594 $2.0M
Principal Securities, Inc. 0.05% Add +17.5% 25,421 $2.0M
Concourse Financial Group Securities, Inc. 0.12% Add +20.2% 25,301 $2.0M
Exchange Traded Concepts, LLC 0.05% Add +82.9% 24,967 $1.9M
Vestmark Advisory Solutions, Inc. 0.07% Add +2.0% 24,353 $1.9M
Caprock Group, LLC 0.07% Add +0.4% 24,129 $1.9M
Pitcairn Co. 0.11% Reduce -3.4% 23,775 $1.9M
NorthCrest Asset Manangement, LLC 0.06% Reduce -0.1% 23,739 $1.8M
Valley National Advisers Inc. 0.32% Add +6460.6% 22,962 $1.8M
Whittier Trust Co. 0.02% Add +4.9% 22,762 $1.8M
Monte Financial Group, LLC 0.73% Reduce -8.3% 22,724 $1.8M
Pinnacle Associates Ltd. 0.03% Reduce -15.5% 26,246 $1.8M
Oppenheimer & Co. Inc. 0.03% Add +36.2% 22,564 $1.8M
AdvisorNet Financial, Inc 0.13% Add +0.6% 22,379 $1.7M
NorthCoast Asset Management LLC 0.01% Add +138.0% 26,755 $1.7M
Schechter Investment Advisors, LLC 0.13% Add +1.1% 22,243 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Reduce -8.6% 22,088 $1.7M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.62% No change 22,051 $1.7M
Stablepoint Partners, LLC 0.31% Add +0.8% 21,932 $1.7M
Connable Office Inc. 0.17% No change 21,763 $1.7M
Evergreen Capital Management LLC 0.06% Add +7.3% 21,697 $1.7M
Advisory Services Network, LLC 0.03% No change 21,609 $1.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Add +3.4% 21,581 $1.7M
Vise Technologies, Inc. 0.21% Add +25.1% 21,544 $1.7M
Ellevest, Inc. 0.09% Reduce -4.0% 21,173 $1.6M
Oarsman Capital, Inc. 0.30% Add +17.5% 21,130 $1.6M
Personal Cfo Solutions, LLC 0.23% Add +0.2% 21,088 $1.6M
Axxcess Wealth Management, LLC 0.04% Reduce -0.3% 21,008 $1.6M
Parallel Advisors, LLC 0.04% Add +1.2% 20,996 $1.6M
Schonfeld Strategic Advisors LLC 0.01% Reduce -43.9% 20,801 $1.6M
HighPoint Advisor Group LLC 0.09% Reduce -5.7% 22,368 $1.6M
Checchi Capital Advisers, LLC 0.12% Reduce -0.1% 20,439 $1.6M
EP Wealth Advisors, LLC 0.01% Add +19.9% 20,436 $1.6M
Graham Capital Management, L.P. 0.09% New 20,398 $1.6M
Edmp, Inc. 1.30% Reduce 0.0% 20,139 $1.6M
Vista Investment Management 0.60% Add +3.9% 20,370 $1.6M
Columbus Macro, LLC 0.57% Reduce -3.4% 20,238 $1.6M
Blue Trust, Inc. 0.02% Add +139.2% 20,026 $1.6M
Level Four Advisory Services, LLC 0.07% Reduce -13.9% 21,769 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.21% Reduce -0.5% 19,752 $1.5M
Sound View Wealth Advisors Group, LLC 0.12% Add +3.1% 19,435 $1.5M
Commerce Bank 0.01% Add +6.2% 19,413 $1.5M
First American Bank 0.11% Reduce -10.8% 19,223 $1.5M
Goodman Advisory Group, LLC 0.43% Reduce -1.4% 19,201 $1.5M
NJ State Employees Deferred Compensation Plan 0.18% No change 19,118 $1.5M
Kennedy Capital Management LLC 0.03% Add +19.1% 19,110 $1.5M
Syon Capital LLC 0.13% Add +1.5% 19,049 $1.5M
Perigon Wealth Management, LLC 0.04% Reduce -0.2% 19,030 $1.5M
AQR Capital Management 0.00% Add +37.8% 18,864 $1.5M
Coppell Advisory Solutions LLC 0.22% Add +1.0% 18,891 $1.5M
CENTRAL TRUST Co 0.03% Add +111.8% 18,185 $1.4M
Calydon Capital 0.23% Add +98.2% 18,134 $1.4M
Florida Trust Wealth Management Co 0.05% Add +3.9% 18,128 $1.4M
PEAK6 Investments LLC 0.07% Add +16.1% 18,001 $1.4M
Toronto Dominion Bank 0.00% Add +15.5% 17,929 $1.4M
Fragasso Financial Advisors Inc 0.11% Add +0.7% 17,914 $1.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +39.3% 17,810 $1.4M
Dakota Wealth Management 0.03% Reduce -1.8% 17,763 $1.4M
Wealth Alliance, LLC 0.16% Add +0.6% 17,539 $1.4M
LVW Advisors, LLC 0.17% Reduce -8.1% 17,526 $1.4M
Ameritas Investment Partners, Inc. 0.04% Add +3.8% 17,522 $1.4M
F/m Investments LLC 0.04% Reduce -10.0% 17,466 $1.4M
Aaron Wealth Advisors LLC 0.16% Add +26.1% 17,402 $1.4M
SeaCrest Wealth Management, LLC 0.15% Reduce -1.0% 17,346 $1.4M
Carnegie Investment Counsel 0.04% Add +0.4% 17,338 $1.4M
Fidelis Capital Partners, LLC 0.16% Add +9.2% 17,491 $1.3M
Kestra Private Wealth Services, LLC 0.02% Reduce -4.1% 17,089 $1.3M
Comprehensive Financial Consultants Institutional, Inc. 0.48% Reduce -4.9% 16,983 $1.3M
Lester Murray Antman dba SimplyRich 0.37% No change 16,930 $1.3M
SG Americas Securities, LLC 0.01% Reduce -49.3% 16,815 $1.3M
Fifth Third Bancorp 0.00% Add +4.2% 16,702 $1.3M
Geller Advisors LLC 0.09% Add +0.3% 16,649 $1.3M
USA Financial Formulas 0.20% New 16,554 $1.3M
Chesley Taft & Associates LLC 0.06% New 16,525 $1.3M
UniSuper Management Pty Ltd 0.01% Add +10.7% 16,497 $1.3M
Channel Wealth LLC 0.42% Reduce -14.0% 16,464 $1.3M
Cyndeo Wealth Partners, LLC 0.09% Add +14.8% 16,427 $1.3M
Stonegate Investment Group, LLC 0.03% Add +10.0% 16,418 $1.3M
Geneos Wealth Management Inc. 0.05% Add +11.3% 16,394 $1.3M
Tower Research Capital LLC (TRC) 0.03% Reduce -82.5% 16,362 $1.3M
IHT Wealth Management, LLC 0.04% Add +16.9% 16,310 $1.3M
Itau Unibanco Holding S.A. 0.04% Add +118.5% 16,294 $1.3M
Smith Salley Wealth Management 0.08% Add +1.0% 16,158 $1.3M
Altfest L J & Co. Inc. 0.17% Add +1.2% 16,118 $1.3M
TLWM 0.25% Reduce -2.5% 15,964 $1.2M
Mgo One Seven LLC 0.05% Reduce -3.9% 15,960 $1.2M
Global Retirement Partners, LLC 0.04% Add +3.7% 15,945 $1.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.48% Reduce -3.2% 15,924 $1.2M
Leavell Investment Management, Inc. 0.06% No change 15,760 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.58% Reduce -0.6% 15,740 $1.2M
Iams Wealth Management, LLC 0.60% Reduce -1.1% 15,711 $1.2M
Valeo Financial Advisors, LLC 0.03% Reduce -2.9% 15,657 $1.2M
Diversify Advisory Services, LLC 0.07% Add +1.4% 15,769 $1.2M
Optas, LLC 0.28% Add +173.5% 15,570 $1.2M
Apollon Wealth Management, LLC 0.03% Reduce -0.8% 15,449 $1.2M
Credit Agricole S A 0.01% Add +309.4% 15,429 $1.2M
GeoWealth Management, LLC 0.04% Reduce -1.1% 15,379 $1.2M
Banco Santander, S.A. 0.01% Reduce -12.5% 15,370 $1.2M
LMR Partners LLP 0.03% Reduce -41.0% 15,286 $1.2M
Burney Co./ 0.04% Reduce -15.3% 15,019 $1.2M
Westport Asset Management Inc. 0.55% No change 15,000 $1.2M
Financial Advocates Investment Management 0.07% Add +1.3% 14,960 $1.2M
West Family Investments, Inc. 0.40% Add +12.4% 14,920 $1.2M
Canandaigua National Bank & Trust Co. 0.11% Reduce -5.3% 14,913 $1.2M
Malaga Cove Capital, LLC 0.46% Reduce -14.6% 14,646 $1.1M
Cooper Financial Group 0.15% Add +74.9% 14,634 $1.1M
Hanson & Doremus Investment Management 0.18% Reduce -2.4% 14,621 $1.1M
VELA Investment Management, LLC 0.39% Reduce -6.4% 14,539 $1.1M
DAVENPORT & Co LLC 0.01% Add +5.2% 14,535 $1.1M
Brown Advisory Inc. 0.00% Add +2.5% 14,500 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -98.0% 14,487 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +4.0% 14,367 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +1.2% 14,311 $1.1M
Denali Advisors LLC 0.12% New 14,059 $1.1M
First Hawaiian Bank 0.04% Reduce -4.8% 14,015 $1.1M
Marietta Investment Partners LLC 0.23% Reduce -0.1% 13,930 $1.1M
Covenant Partners, LLC 0.32% Add +0.0% 13,925 $1.1M
Huntington National Bank 0.01% Add +7.9% 13,899 $1.1M
Bender Robert & Associates 0.23% — 13,882 $1.1M
Abn Amro Investment Solutions 0.02% New 13,882 $1.1M
Founders Financial Securities LLC 0.10% Add +9.1% 13,823 $1.1M
Intrust Bank NA 0.11% Add +6.2% 13,708 $1.1M
Rathbones Group PLC 0.01% Add +1.7% 13,703 $1.1M
DE Burlo Group Inc. 0.13% Reduce -7.0% 13,677 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -25.7% 13,620 $1.1M
MAI Capital Management 0.01% Reduce -29.0% 13,556 $1.1M
Mowery & Schoenfeld Wealth Management, LLC 1.67% No change 13,533 $1.1M
Texas Yale Capital Corp. 0.05% Add +2.3% 13,478 $1.1M
9258 Wealth Management, LLC 0.15% Reduce -3.4% 13,458 $1.0M
Horizon Investments, LLC 0.03% Add +9.9% 13,348 $1.0M
Rakuten Investment Management, Inc. 0.01% Add +38.5% 13,245 $1.0M
Oliver Lagore Vanvalin Investment Group 0.27% Add +14.1% 13,175 $1.0M
Jones Financial Companies LLLP 0.00% Add +101.0% 13,162 $1.0M
Vestcor Inc 0.03% Reduce -43.5% 13,100 $1.0M
Mitchell & Pahl Private Wealth, LLC 0.48% Reduce -0.4% 13,101 $1.0M
Marotta Asset Management 0.20% Reduce -1.4% 12,998 $1.0M
Avestar Capital, LLC 0.11% Add +3.6% 12,965 $1.0M
Riverview Capital Advisers, LLC 0.31% No change 12,957 $1.0M
Kingsview Wealth Management, LLC 0.02% Reduce -8.8% 12,954 $1.0M
Cullinan Associates Inc. 0.06% No change 13,026 $1.0M
Meridian Wealth Management, LLC 0.05% New 12,894 $1.0M
Arkadios Wealth Advisors 0.06% Add +174.9% 12,762 $994K
Cibc World Markets Corp. 0.01% Reduce -69.7% 12,759 $994K
Advocate Group LLC 0.18% Reduce -0.2% 12,692 $989K
Concurrent Investment Advisors, LLC 0.03% Add +39.6% 12,685 $988K
Hohimer Wealth Management, LLC 0.21% No change 12,631 $984K
JARISLOWSKY, FRASER Ltd 0.01% Reduce -12.2% 12,392 $965K
Sanders Morris Harris LLC 0.16% No change 12,372 $964K
Horizon Kinetics Asset Management LLC 0.01% Reduce -4.8% 12,354 $963K
Old National Bancorp 0.02% Add +49.4% 12,347 $962K
Zions Bancorporation, N.A. 0.07% Add +36.1% 12,332 $961K
TD Waterhouse Canada Inc. 0.01% Add +12.1% 12,190 $958K
RB Capital Management, LLC 0.24% Reduce -1.5% 12,268 $956K
Susquehanna International Securities, Ltd. 0.32% New 12,232 $953K
44 Wealth Management LLC 0.33% — 12,340 $950K
Advisory Resource Group 0.20% New 12,143 $946K
Flaharty Asset Management, LLC 0.13% No change 12,099 $943K
Calamos Advisors LLC 0.01% No change 12,069 $940K
FDx Advisors, Inc. 0.26% Reduce -4.0% 12,053 $939K
Moser Wealth Advisors, LLC 0.49% No change 12,045 $938K
Sage Rhino Capital LLC 0.21% Add +1.3% 12,024 $937K
Inscription Capital, LLC 0.14% Reduce -2.6% 12,015 $936K
Freedom Investment Management, Inc. 0.07% Reduce -38.4% 12,002 $935K
Empire Financial Management Company, LLC 0.29% No change 12,000 $935K
Confluence Wealth Services, Inc. 0.07% Reduce -0.6% 11,994 $934K
Venture Visionary Partners LLC 0.04% Reduce -1.0% 11,935 $930K
UMB Bank, n.a. 0.01% Reduce -4.6% 11,888 $926K
Stockman Wealth Management, Inc. 0.14% Reduce -0.3% 11,689 $911K
Cwm, LLC 0.00% Reduce -1.4% 11,672 $909K
Guerra Pan Advisors, LLC 0.73% Add +1.0% 11,646 $907K
Henshaw Capital LLC 0.04% Add +105.3% 11,479 $894K
Grove Bank & Trust 0.13% Add +3.4% 11,399 $888K
Forum Financial Management, LP 0.01% Add +0.0% 11,374 $886K
Allworth Financial LP 0.01% Add +6.0% 11,307 $881K
Mutual Advisors, LLC 0.03% Reduce -7.5% 11,582 $879K
FinTrust Capital Advisors, LLC 0.15% Add +4.7% 11,200 $873K
Sittner & Nelson, LLC 0.38% No change 10,975 $855K
Callan Capital, LLC 0.06% Add +5.5% 10,927 $851K
Westover Capital Advisors, LLC 0.16% Reduce -3.1% 10,835 $844K
Seven Eight Capital, LP 0.08% New 10,751 $838K
Essex Financial Services, Inc. 0.06% Reduce -0.2% 10,828 $837K
MQS Management LLC 0.46% Add +303.4% 10,681 $832K
Lake Street Advisors Group, LLC 0.04% Reduce -2.9% 10,675 $832K
Hancock Whitney Corp. 0.03% Reduce -1.4% 10,650 $830K
Voya Financial Advisors, Inc. 0.09% Reduce -9.9% 10,687 $830K
Hartford Funds Management Co LLC 0.08% Add +2.4% 10,640 $829K
Sterling Capital Management LLC 0.01% — 10,629 $828K
Supplemental Annuity Collective Trust of NJ 0.24% No change 10,621 $827K
Mesirow Financial Investment Management, Inc. 0.02% Add +6.5% 10,618 $827K
TD Private Client Wealth LLC 0.02% Reduce -11.7% 10,607 $826K
Berkshire Asset Management LLC 0.04% No change 10,565 $824K
Twin Tree Management, LP 0.02% Reduce -82.0% 10,544 $821K
Alera Investment Advisors, LLC 0.10% Reduce -6.4% 10,517 $819K
Gibbs Wealth Management 0.26% New 10,378 $809K
Wedmont Private Capital 0.05% Add +9.3% 10,517 $808K
Moloney Securities Asset Management, LLC 0.11% Reduce -2.5% 10,298 $802K
Proficio Capital Partners LLC 0.08% Reduce -7.3% 10,208 $795K
Clarius Group, LLC 0.06% Reduce -22.5% 10,208 $795K
WESPAC Advisors, LLC 0.59% Reduce -6.0% 10,190 $794K
Clearstead Advisors, LLC 0.01% Reduce -3.0% 10,187 $794K
Rehmann Capital Advisory Group 0.05% Add +1.8% 10,027 $788K
Strategic Global Advisors, LLC 0.15% Add +103.7% 10,091 $786K
Jacobi Capital Management LLC 0.06% Add +0.7% 10,033 $782K
Bridgewater Advisors Inc. 0.08% Add +0.2% 10,333 $777K
Driehaus Capital Management LLC 0.01% Reduce -24.4% 9,942 $775K
Summit Financial, LLC 0.03% Add +75.2% 9,840 $767K
Legacy Financial Advisors, Inc. 0.13% Add +5.3% 9,813 $765K
Insigneo Advisory Services, LLC 0.08% Add +19.2% 9,802 $764K
Frank, Rimerman Advisors LLC 0.05% Reduce -0.4% 9,756 $760K
1620 Investment Advisors, Inc. 0.55% Reduce -0.3% 9,646 $752K
Aries Wealth Management 0.21% Reduce -8.5% 9,578 $746K
Icon Wealth Advisors, LLC 0.06% Reduce -0.1% 9,553 $744K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -13.5% 9,546 $744K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 9,430 $735K
New Century Financial Group, LLC 0.27% Add +104.3% 9,400 $732K
Hilltop Holdings Inc. 0.05% New 9,368 $730K
CW Advisors, LLC 0.01% New 9,357 $729K
Advisors Capital Management, LLC 0.01% Add +8.4% 9,338 $728K
PDS Planning, Inc 0.07% Reduce -18.0% 9,335 $727K
Fulton Bank, N.A. 0.03% Add +2.3% 9,329 $727K
Courier Capital LLC 0.05% Reduce -4.1% 9,317 $726K
Portside Wealth Group, LLC 0.12% Add +37.8% 9,276 $723K
Legacy Capital Wealth Partners, LLC 0.14% Add +2.4% 9,240 $720K
Heritage Family Offices, LLP 0.37% Add +0.3% 9,132 $711K
Nilsine Partners, LLC 0.09% Reduce -1.5% 9,109 $710K
Bank of Hawaii 0.03% Reduce -12.8% 9,088 $708K
Oakworth Capital, Inc. 0.05% Reduce -3.4% 9,079 $707K
Eagle Strategies LLC 0.13% Reduce -11.2% 9,071 $707K
Smartleaf Asset Management LLC 0.09% Add +33.0% 9,075 $704K
Norden Group LLC 0.08% Add +82.4% 8,995 $701K
Allianz Asset Management GmbH 0.00% Add +43.7% 8,988 $700K
D.B. Root & Company, LLC 0.23% Add +4.0% 8,919 $695K
Heritage Wealth Management, Inc. 0.23% No change 8,900 $693K
Five Oceans Advisors 0.33% Add +8.8% 8,876 $692K
Financiere des Professionnels - Fonds d'investissement inc. 0.05% New 8,836 $688K
Signature Estate & Investment Advisors LLC 0.02% Add +0.5% 8,836 $688K
Howland Capital Management LLC 0.03% Reduce -8.1% 8,814 $687K
Harbour Investments, Inc. 0.02% Add +1.9% 8,805 $686K
Paragon Capital Management Inc. 0.50% New 8,696 $678K
Liberty One Investment Management, LLC 0.07% Reduce -3.9% 8,658 $675K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -0.6% 8,578 $668K
Bray Capital Advisors 0.16% No change 8,500 $662K
Capital Group Investment Management Pte. LTD. 0.13% No change 8,496 $662K
STF Management LP 0.30% Reduce -8.3% 8,486 $661K
Columbia Asset Management 0.12% Reduce -2.4% 8,485 $661K
AE Wealth Management LLC 0.01% Add +9.0% 8,352 $651K
Coastline Trust Co 0.08% No change 8,320 $648K
First City Capital Management, Inc. 0.33% No change 8,313 $648K
Mission Wealth Management, LP 0.02% Add +4.3% 8,303 $647K
Baker Tilly Wealth Management, LLC 0.29% Add +22.8% 8,300 $647K
180 Wealth Advisors, LLC 0.10% Reduce -0.2% 8,297 $646K
Waverly Advisors, LLC 0.01% Reduce -4.6% 8,274 $645K
World Investment Advisors 0.02% Add +115.5% 8,267 $644K
Accurate Wealth Management, LLC 0.13% Add +2.8% 8,188 $637K
HBK Sorce Advisory LLC 0.02% Reduce -8.0% 8,125 $633K
Equitable Holdings, Inc. 0.01% Add +32.4% 8,052 $627K
Nwam LLC 0.04% New 8,047 $627K
Garrison Asset Management, LLC 0.32% Reduce -0.3% 8,045 $627K
Wick Capital Partners, LLC 0.20% No change 8,033 $626K
Flagship Harbor Advisors, LLC 0.03% Add +1.4% 8,022 $625K
Ar Asset Management Inc. 0.14% No change 8,000 $623K
Jump Financial, LLC 0.01% Reduce -74.7% 7,990 $623K
Analyst IMS Investment Management Services Ltd. 0.02% New 7,900 $615K
Lindbrook Capital, LLC 0.05% Reduce -8.1% 7,889 $615K
Journey Strategic Wealth LLC 0.02% Add +33.2% 7,873 $613K
Sunbelt Securities, Inc. 0.06% Add +0.5% 7,740 $603K
Key Financial Inc 0.13% Add +0.1% 7,717 $601K
AA Financial Advisors, LLC 0.17% Add +10.8% 7,710 $601K
Summit Trail Advisors, LLC 0.01% Reduce -10.7% 7,675 $598K
Autumn Glory Partners, LLC 0.23% New 7,359 $594K
First Affirmative Financial Network 0.32% Add +38.7% 7,616 $593K
Banco de Sabadell, S.A 0.44% Add +8.0% 7,584 $593K
ICICI Prudential Asset Management Co Ltd 0.06% Add +18.8% 7,601 $592K
Centiva Capital, LP 0.03% New 7,551 $588K
Ameritas Advisory Services, LLC 0.03% Reduce -44.5% 7,538 $587K
Fca Corp. 0.18% No change 7,500 $584K
Monetary Management Group Inc. 0.15% Add +36.4% 7,500 $584K
Wedbush Securities Inc. 0.02% Reduce -67.5% 7,496 $584K
Marcum Wealth, LLC 0.05% Reduce -16.0% 7,457 $581K
Everpar Advisors LLC 0.30% Reduce -1.8% 7,455 $581K
Grandfield & Dodd, LLC 0.03% Reduce -16.4% 7,426 $579K
Parnassus Investments, LLC 0.00% Reduce -26.0% 7,406 $577K
NFJ Investment Group, LLC 0.02% Reduce -4.9% 7,392 $576K
Composition Wealth, LLC 0.01% Reduce -12.0% 7,327 $571K
Trust Co. of Toledo NA 0.08% Add +5.4% 7,314 $570K
LVM Capital Management Ltd. 0.06% No change 7,300 $569K
Phillips Wealth Planners LLC 0.54% Reduce -31.5% 7,200 $564K
Moors & Cabot, Inc. 0.03% Add +1.7% 7,191 $560K
Fiduciary Trust Co 0.01% Add +1.6% 7,184 $560K
Sivia Capital Partners, LLC 0.33% Add +7.3% 7,164 $558K
Canandaigua National Trust Co of Florida 0.48% — 7,147 $557K
Fruth Investment Management 0.14% No change 7,098 $553K
Gradient Investments LLC 0.01% Reduce -1.0% 7,071 $551K
Prospector Partners LLC 0.06% Add +5.3% 7,055 $550K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -0.3% 7,000 $545K
Beverly Hills Private Wealth, LLC 0.11% Reduce -14.9% 6,996 $545K
Cohen Investment Advisors LLC 0.33% Reduce -18.2% 6,969 $543K
Sage Mountain Advisors LLC 0.05% Add +6.3% 6,901 $538K
Stock Yards Bank & Trust Co. 0.02% Add +1.1% 6,892 $537K
Financial Counselors Inc. 0.01% Add +4.4% 6,833 $532K
Spire Wealth Management 0.02% Reduce -2.6% 6,737 $525K
Stratos Wealth Advisors, LLC 0.02% Add +2.0% 6,699 $522K
Johnson Investment Counsel Inc. 0.01% Reduce -6.8% 6,661 $519K
Tidal Investments LLC 0.01% Add +5.8% 6,649 $518K
Crumly & Associates Inc. 0.14% Add +2.2% 6,644 $518K
Keel Point, LLC 0.04% Add +0.1% 6,617 $516K
Bradley Foster & Sargent Inc. 0.01% No change 6,612 $515K
Koshinski Asset Management, Inc. 0.04% Reduce -3.2% 6,611 $515K
Argent Trust Co 0.02% Reduce -8.2% 6,551 $510K
BKM Wealth Management, LLC 0.21% Reduce -83.6% 6,550 $510K
Brown Brothers Harriman & Co. 0.00% Add +7.3% 6,506 $507K
McLean Asset Management Corp 0.15% Reduce -0.6% 6,508 $504K
Significant Wealth Partners LLC 0.26% Add +1.7% 6,469 $504K
Williams Jones Wealth Management, LLC. 0.01% Add +8.5% 6,455 $503K
First Manhattan Co. Llc. 0.00% No change 6,425 $501K
OMERS ADMINISTRATION Corp 0.00% New 6,400 $499K
Simon Quick Advisors, LLC 0.03% Add +3.1% 6,354 $495K
First Western Trust Bank 0.02% Add +0.7% 6,314 $492K
Prudential PLC 0.00% Reduce -1.6% 6,310 $492K
Capital Asset Advisory Services LLC 0.02% Reduce -4.8% 6,376 $490K
Aspen Grove Capital, LLC 0.11% Add +4.8% 6,277 $489K
Axq Capital, LP 0.15% Add +6.1% 6,244 $486K
EverSource Wealth Advisors, LLC 0.03% Add +1.7% 6,222 $485K
Kathmere Capital Management, LLC 0.05% Add +13.1% 6,220 $485K
Traveka Wealth, LLC 0.25% Add +3.2% 6,211 $484K
Simplicity Wealth,LLC 0.04% Reduce -91.1% 6,189 $482K
Boston Trust Walden Corp 0.00% Add +13.0% 6,166 $480K
New England Research & Management, Inc. 0.22% No change 6,150 $479K
FSM Wealth Advisors, LLC 0.13% Add +3.2% 6,138 $478K
Cromwell Holdings LLC 0.31% No change 6,119 $477K
Focus Partners Advisor Solutions, LLC 0.01% Add +46.6% 6,094 $475K
Haverford Trust Co 0.00% Reduce -0.5% 6,047 $471K
Clean Yield Group 0.15% Add +1.9% 6,014 $469K
Marex Group Ltd 0.01% No change 6,000 $467K
ICONIQ Capital, LLC 0.01% New 5,941 $463K
Daymark Wealth Partners, LLC 0.02% Add +1.3% 5,924 $462K
Faithward Advisors, LLC 0.08% Reduce -2.6% 5,900 $460K
Hilltop National Bank 0.14% No change 5,896 $459K
GTS Securities LLC 0.01% Reduce -41.3% 5,876 $458K
Channing Global Advisors, LLC 0.39% Reduce -10.4% 5,864 $457K
IFP Advisors, Inc 0.02% Add +2.1% 5,848 $456K
Essex Bank 0.11% Add +7.0% 5,830 $454K
Choate Investment Advisors 0.01% Add +10.6% 5,820 $453K
MMBG Investment Advisors Co. 0.05% New 5,809 $453K
Badgley Phelps Wealth Managers, LLC 0.01% New 5,808 $453K
Chicago Capital, LLC 0.01% Reduce -11.1% 5,806 $452K
Pine Valley Investments Ltd Liability Co 0.03% Add +0.0% 5,805 $452K
GPS Wealth Strategies Group, LLC 0.06% Add +1.2% 5,788 $451K
Quotient Wealth Partners, LLC 0.01% Add +4.1% 5,787 $451K
JGP Global Gestao de Recursos Ltda. 0.88% Add +24.6% 5,768 $449K
XML Financial, LLC 0.04% No change 5,748 $448K
Wilkinson Global Asset Management LLC 0.03% Reduce -6.1% 5,740 $447K
Community Bank & Trust, Waco, Texas 0.10% Reduce -2.9% 5,719 $446K
GDS Wealth Management 0.04% Reduce -7.3% 5,709 $445K
Wolverine Trading, LLC 0.01% Add +84.2% 5,705 $443K
KCM Investment Advisors LLC 0.02% Reduce -2.9% 5,672 $442K
Wealthcare Advisory Partners LLC 0.01% Reduce -3.4% 5,660 $441K
Spinnaker Investment Group, LLC 0.11% No change 5,580 $435K
Northstar Group, Inc. 0.08% Reduce -3.0% 5,566 $434K
Gallacher Capital Management LLC 0.20% Add +8.0% 5,543 $432K
Atlas Capital Advisors Inc. 0.07% Add +5.8% 5,509 $429K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.9% 5,506 $429K
Connecticut Wealth Management, LLC 0.02% Reduce -5.7% 5,481 $427K
First Horizon Advisors, Inc. 0.01% Add +27.6% 5,458 $425K
Pointe Capital Management LLC 0.25% No change 5,454 $425K
GAMMA Investing LLC 0.04% Add +19.5% 5,433 $423K
E Fund Management Co., Ltd. 0.02% Add +9.1% 5,432 $423K
Baron Wealth Management LLC 0.20% Reduce -0.8% 5,422 $422K
Archford Capital Strategies, LLC 0.06% Reduce -18.8% 5,407 $422K
Farther Finance Advisors, LLC 0.02% Reduce -3.7% 5,401 $421K
Wealth Dimensions Group, Ltd. 0.11% Reduce -3.3% 5,395 $420K
Institute for Wealth Management, LLC. 0.05% Reduce -0.9% 5,392 $420K
Nations Financial Group Inc, /Ia/ 0.03% Add +5.2% 5,368 $418K
Fifth Third Wealth Advisors LLC 0.03% New 5,329 $415K
Diversified Trust Co. 0.01% Reduce -0.2% 5,321 $415K
Clark Capital Management Group, Inc. 0.00% Reduce -2.5% 5,309 $414K
Focus Financial Network, Inc. 0.02% Add +9.1% 5,295 $413K
Advisor OS, LLC 0.04% Reduce -6.4% 5,260 $410K
Norinchukin Bank, The 0.01% Add +12.7% 5,191 $404K
Aprio Wealth Management, LLC 0.06% Add +20.0% 5,162 $402K
Lion Street Advisors, LLC 0.14% Add +47.7% 5,112 $398K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -1.2% 5,096 $397K
Covenant Asset Management, LLC 0.09% Reduce -0.5% 5,058 $394K
Northeast Financial Consultants Inc 0.02% Add +0.2% 5,054 $394K
FRG Family Wealth Advisors LLC 0.07% No change 5,050 $393K
PFG Investments, LLC 0.03% Reduce -0.7% 5,044 $393K
Noesis Capital Mangement Corp. 0.08% No change 5,009 $390K
Lighthouse Investment Partners, LLC 0.02% Reduce -92.2% 5,000 $390K
Canopy Partners, LLC 0.17% Reduce -13.5% 4,983 $388K
GM Advisory Group, LLC 0.02% Add +2.5% 4,968 $387K
Robertson Stephens Wealth Management, LLC 0.01% New 4,940 $385K
McKinley Carter Wealth Services, Inc. 0.02% No change 4,938 $385K
Peregrine Asset Advisers, Inc. 0.13% No change 4,931 $384K
Opal Wealth Advisors, LLC 0.12% Add +96.5% 4,916 $383K
Crestwood Advisors Group, LLC 0.01% Reduce -17.5% 4,916 $383K
Gateway Investment Advisers LLC 0.00% No change 4,883 $380K
Great Diamond Partners, LLC 0.10% Reduce -23.4% 4,871 $380K
Wealthspire Advisors, LLC 0.00% Add +9.3% 4,819 $375K
Independent Financial Group, LLC 0.01% Reduce -3.6% 4,775 $372K
Joel Isaacson & Co., LLC 0.02% No change 4,753 $370K
Ascentis Independent Advisors 0.06% New 4,741 $369K
Merit Financial Group, LLC 0.01% Reduce -36.5% 4,723 $368K
Hexagon Capital Partners LLC 0.07% Add +0.7% 4,723 $368K
Advisors Management Group Inc. 0.09% No change 4,696 $366K
Net Worth Advisory Group 0.11% — 4,696 $366K
Wrapmanager Inc. 0.09% Reduce -9.2% 4,693 $366K
Willner & Heller, LLC 0.32% Add +0.5% 4,658 $363K
Baldwin Investment Management, LLC 0.05% No change 4,656 $363K
Optivise Advisory Services LLC 0.19% Add +0.1% 4,652 $362K
Redwood Investment Management, LLC 0.03% Reduce -0.2% 4,653 $362K
Roberts Glore & Co. Inc. 0.10% No change 4,646 $362K
Cypress Asset Management Inc. 0.09% Add +48.6% 4,645 $362K
Sigma Planning Corp 0.01% Reduce -15.2% 4,622 $360K
Atlantic Union Bankshares Corp 0.02% No change 4,616 $360K
Keudell/Morrison Wealth Management 0.10% Reduce -1.7% 4,596 $358K
Smithfield Trust Co 0.02% Add +11.3% 4,619 $358K
Stevard, LLC 1.46% Reduce -36.7% 4,590 $358K
Angeles Investment Advisors, LLC 0.02% No change 4,590 $358K
Strategic Investment Solutions, Inc. 0.11% No change 4,577 $357K
Capital Investment Advisory Services, LLC 0.03% Reduce -0.4% 4,527 $353K
Patriot Investment Management Group, Inc. 0.03% Reduce -7.5% 4,522 $352K
Private Trust Co. NA 0.04% Add +12.1% 4,509 $351K
Abel Hall, LLC 0.23% Reduce -2.8% 4,483 $349K
Siemens Fonds Invest GmbH 0.03% Reduce -6.9% 9,834 $347K
Guardian Wealth Management, Inc. 0.24% Add +0.1% 4,454 $347K
GenTrust, LLC 0.02% Reduce -38.5% 4,451 $347K
Capital Advisors Inc. 0.01% Reduce -6.1% 4,436 $346K
Glenview Trust Co 0.01% Reduce -21.6% 4,430 $345K
LifeGuide Financial Advisors, LLC 0.15% Reduce -2.1% 4,426 $345K
Summit Securities Group LLC 0.22% Reduce -96.5% 2,447 $343K
Cumberland Partners Ltd 0.02% Add +5.6% 4,398 $343K
Astoria Portfolio Advisors LLC. 0.12% Add +0.0% 4,372 $338K
Verition Fund Management LLC 0.00% Reduce -66.0% 4,337 $338K
Integrated Investment Consultants, LLC 0.07% New 4,318 $336K
Global Financial Private Client, LLC 0.13% Add +6.9% 4,298 $335K
Granite Group Advisors, LLC 0.21% No change 4,286 $334K
Certuity, LLC 0.04% Add +24.0% 4,279 $333K
Arete Wealth Advisors, LLC 0.03% Reduce -63.2% 4,274 $333K
Drive Wealth Management, LLC 0.09% Add +0.5% 4,251 $331K
Diversified, LLC 0.04% Add +0.8% 4,249 $331K
Diversified Enterprises, LLC 0.04% — 4,249 $331K
Altus Wealth Management, LLC 0.16% No change 4,243 $331K
Howard Financial Services, LTD. 0.05% No change 4,240 $330K
Lanark Financial, Inc. 0.03% Reduce -0.5% 4,223 $329K
Diversify Wealth Management, LLC 0.03% Reduce -1.9% 4,249 $327K
Cora Capital Advisors LLC 0.16% No change 4,184 $326K
Cetera Trust Company, N.A 0.20% No change 4,175 $325K
Seven Mile Advisory 0.21% Add +21.9% 4,172 $325K
Legal Advantage Investments, Inc. 0.18% Reduce -4.6% 4,150 $323K
Bank of Stockton 0.10% Add +48.7% 4,142 $323K
Thompson Siegel & Walmsley LLC 0.00% No change 4,131 $322K
Cannell & Spears LLC 0.01% Add +24.6% 4,126 $321K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.0% 4,127 $321K
Visionary Wealth Advisors 0.02% Reduce -0.2% 4,116 $321K
American Trust 0.03% Reduce -6.5% 4,102 $320K
First Financial Bank - Trust Division 0.03% Add +1.0% 4,100 $319K
Affinity Wealth Management LLC 0.06% Reduce -59.4% 4,097 $319K
Holistic Financial Partners 0.15% Reduce -30.0% 4,080 $318K
Kolinsky Wealth Management, LLC 0.21% Add +10.9% 4,052 $316K
Centaurus Financial, Inc. 0.02% Add +72.7% 4,037 $315K
Barry Investment Advisors, LLC 0.10% Add +0.3% 4,007 $312K
Sandler Capital Management 0.06% No change 4,000 $312K
Thrive Wealth Management, LLC 0.06% Add +0.6% 3,983 $310K
Aigen Investment Management, LP 0.06% New 3,950 $308K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -18.8% 3,925 $306K
Pinnacle Financial Partners Inc 0.01% Add +32.3% 3,908 $304K
Argonautica Private Wealth Management, Inc. 0.10% Add +0.5% 3,894 $303K
Kendall Capital Management 0.09% Reduce -0.6% 3,886 $303K
Cornell Pochily Investment Advisors, Inc. 0.10% No change 3,856 $300K
First Long Island Investors, LLC 0.02% No change 3,841 $299K
Waldron Private Wealth LLC 0.01% Add +8.9% 3,838 $299K
Veracity Capital LLC 0.11% Add +4.5% 3,833 $299K
SevenBridge Financial Group, LLC 0.06% Add +7.6% 4,579 $297K
Moody National Bank Trust Division 0.03% New 3,798 $296K
Princeton Global Asset Management LLC 0.06% Reduce -3.9% 3,793 $295K
Legacy Capital Group California, Inc. 0.10% New 3,769 $294K
Wolverine Asset Management LLC 0.03% No change 3,743 $292K
Foster Victor Wealth Advisors, LLC 0.02% Add +13.2% 3,759 $291K
Canal Capital Management, LLC 0.05% Add +3.5% 3,725 $290K
Gilman Hill Asset Management, LLC 0.05% Add +43.6% 3,703 $289K
Warther Private Wealth, LLC 0.10% Reduce -11.9% 3,698 $288K
Philadelphia Trust Co. 0.02% Reduce -5.4% 3,686 $287K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.2% 3,681 $287K
WMS Partners, LLC 0.02% Add +15.5% 3,678 $287K
Empower Advisory Group, LLC 0.00% Reduce -53.8% 3,664 $285K
Park Place Capital Corp 0.08% No change 3,642 $284K
International Assets Investment Management, LLC 0.02% Reduce -4.6% 3,641 $284K
Alpine Bank Wealth Management 0.05% — 3,619 $282K
Widmann Financial Services, Inc. 0.21% Add +12.5% 3,611 $281K
Wexford Capital LP 0.07% Reduce -68.5% 3,605 $281K
Hudock, Inc. 0.05% No change 3,603 $281K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +90.1% 3,586 $279K
Csenge Advisory Group 0.01% Add +18.9% 3,559 $275K
Cobblestone Capital Advisors LLC 0.02% No change 3,529 $275K
Strategic Advisors LLC 0.05% No change 3,524 $275K
Garner Asset Management Corp 0.09% Add +0.0% 3,497 $273K
Blue Barn Wealth, LLC 0.14% Add +4.0% 3,504 $273K
American National Bank & Trust 0.03% Reduce -30.0% 3,495 $272K
Western Wealth Management, LLC 0.02% Add +2.0% 3,485 $272K
Northcape Wealth Management, LLC 0.09% No change 3,450 $269K
Blueshift Asset Management, LLC 0.07% New 3,443 $268K
CWA Asset Management Group, LLC 0.01% — 3,412 $266K
Cable Hill Partners, LLC 0.03% Reduce -2.0% 3,411 $266K
Independent Advisor Alliance 0.01% Reduce -0.6% 3,405 $265K
NWF Advisory Services Inc. 0.04% New 3,395 $265K
NorthRock Partners, LLC 0.01% Add +1.5% 3,382 $263K
FC Advisory LLC 0.09% No change 3,359 $262K
Veery Capital, LLC 0.10% Reduce -1.4% 3,346 $261K
National Philanthropic Trust 0.00% Add +0.4% 3,343 $260K
Meadow Creek Wealth Advisors LLC 0.21% Reduce -0.0% 3,342 $260K
Horizon Family Wealth, Inc. 0.18% Add +2.1% 3,310 $258K
LaSalle St. Investment Advisors, LLC 0.10% Add +1.1% 3,260 $254K
Arax Advisory Partners 0.02% Add +1.4% 3,227 $251K
Chapin Davis, Inc. 0.08% Add +1.6% 3,227 $251K
Beaumont Financial Advisors, LLC 0.02% Add +0.6% 3,226 $251K
Patton Albertson Miller Group, LLC 0.03% Add +0.8% 3,211 $250K
Talisman Wealth Advisors LLC 0.26% Reduce -0.4% 3,205 $249K
Sunpointe, LLC 0.20% Reduce -6.7% 3,190 $249K
WR Wealth Planners, LLC 0.07% Add +0.0% 3,183 $248K
Hardy Reed LLC 0.02% Add +5.9% 3,182 $248K
Breakwater Capital Group 0.05% Add +19.7% 3,176 $247K
Tiller Private Wealth, Inc. 0.10% No change 3,169 $247K
Grant/GrossMendelsohn, LLC 0.11% Reduce -2.4% 3,160 $246K
Blackhawk Capital Partners, LLC 0.13% New 3,151 $245K
Penserra Capital Management LLC 0.01% Reduce -89.9% 3,126 $243K
Prudent Man Advisors, LLC 0.08% Add +0.5% 3,110 $242K
Legacy Wealth Management, LLC / MS 0.09% New 3,102 $242K
Capital Market Strategies LLC 0.15% Reduce -8.0% 3,091 $241K
Montecito Bank & Trust 0.04% No change 3,090 $241K
Mather Group, Llc. 0.00% Reduce -18.5% 3,088 $241K
Garden State Investment Advisory Services LLC 0.08% Add +0.0% 3,071 $239K
Physician Wealth Advisors, Inc. 0.04% Add +19.5% 3,069 $239K
Good Life Advisors, LLC 0.01% New 3,065 $239K
Carr Financial Group Corp 0.07% No change 3,063 $239K
Aureus Asset Management, LLC 0.02% Reduce -13.9% 3,058 $238K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.6% 3,056 $238K
Long Run Wealth Advisors, LLC 0.06% Add +0.1% 3,042 $237K
Woodley Farra Manion Portfolio Management Inc. 0.01% Add +1.1% 3,039 $237K
Xponance LLC 0.00% New 3,031 $236K
Interchange Capital Partners, LLC 0.08% Reduce -2.3% 3,008 $235K
E&G Advisors, LLC 0.06% No change 3,010 $235K
Clal Insurance Enterprises Holdings Ltd 0.00% New 3,000 $234K
Everett Harris & Co. 0.00% No change 3,002 $234K
Prairie Sky Financial Group LLC 0.13% No change 3,000 $234K
Brighton Jones LLC 0.01% Reduce -32.0% 2,993 $233K
Claro Advisors Inc. 0.03% New 2,988 $233K
Full Sail Capital, LLC 0.01% Reduce -35.0% 2,970 $231K
Oxbow Advisors, LLC 0.02% New 2,958 $230K
Biltmore Family Office, LLC 0.04% New 2,955 $230K
Mayflower Financial Advisors, LLC 0.03% Add +1.7% 2,942 $229K
SFG Wealth Management, LLC. 0.12% No change 2,933 $229K
Asset Dedication, LLC 0.02% Add +14.7% 2,923 $228K
Sfmg, LLC 0.02% Add +3.5% 2,915 $227K
Massachusetts Wealth Management 0.14% No change 2,900 $226K
Gladstone Institutional Advisory LLC 0.01% Add +7.4% 2,893 $225K
Kovack Advisors, Inc. 0.02% Reduce -6.2% 2,871 $224K
Tyler-Stone Wealth Management 0.04% Add +105.7% 2,869 $224K
Tower Wealth Partners, Inc. 0.13% New 2,863 $223K
Rodgers Brothers Inc. 0.03% No change 2,860 $223K
Sequent Asset Management, LLC 0.11% No change 2,846 $222K
DMC Group, LLC 0.18% Reduce -26.9% 2,837 $221K
Fairfield Financial Advisors, LTD 0.08% Reduce -4.9% 2,832 $221K
LRI Investments, LLC 0.02% Add +2.0% 3,388 $220K
Quantum Portfolio Management LLC 0.12% Add +2.0% 2,812 $219K
Moneco Advisors, LLC 0.03% Add +8.4% 2,811 $219K
Uhlmann Price Securities, LLC 0.17% — 2,800 $218K
Wealth Alliance Advisory Group, LLC 0.05% No change 2,800 $218K
Sonora Investment Management Group, LLC 0.02% New 2,795 $218K
Lynx Investment Advisory 0.16% Add +4.0% 2,786 $217K
Tucker Asset Management LLC 0.05% Add +24.3% 2,755 $215K
FineMark National Bank & Trust 0.01% New 2,747 $214K
WorthPointe, LLC 0.09% New 2,746 $214K
Armstrong, Fleming & Moore, Inc 0.12% Add +0.2% 2,743 $214K
Compass Ion Advisors, LLC 0.03% Reduce -18.9% 2,729 $213K
Boston Financial Mangement LLC 0.01% No change 2,721 $212K
Fiera Capital Corp 0.00% Reduce -5.9% 2,714 $211K
Beck Mack & Oliver LLC 0.00% No change 2,713 $211K
CreativeOne Wealth, LLC 0.01% New 2,712 $211K
Savvy Advisors, Inc. 0.04% New 2,711 $211K
Kingswood Wealth Advisors, LLC 0.01% New 2,670 $208K
FAS Wealth Partners, Inc. 0.02% Add +0.5% 2,664 $208K
Hoxton Planning & Management, LLC 0.08% No change 2,662 $207K
Evoke Wealth, LLC 0.01% New 2,661 $207K
Fermata Advisors, LLC 0.04% New 2,655 $207K
BSW Wealth Partners 0.03% Reduce -20.8% 2,655 $207K
Cypress Capital Group 0.02% New 2,650 $206K
Saxony Capital Management, LLC 0.19% New 2,648 $206K
Braun-Bostich & Associates Inc. 0.14% New 2,646 $206K
Navalign, LLC 0.06% No change 2,625 $205K
Atlanta Consulting Group Advisors, LLC 0.05% New 2,618 $204K
Main Street Financial Solutions, LLC 0.02% Reduce -10.3% 2,615 $204K
Capital Investment Advisors, LLC 0.00% Reduce -8.3% 2,611 $203K
Kapstone Financial Advisors LLC 0.12% No change 2,618 $203K
Gerber Kawasaki Wealth & Investment Management 0.01% New 2,608 $203K
Jefferies Financial Group Inc. 0.00% New 2,607 $203K
Aptus Capital Advisors, LLC 0.00% Reduce -0.1% 2,606 $203K
Baker Avenue Asset Management, LP 0.01% New 2,602 $203K
West Michigan Advisors, LLC 0.06% Reduce -55.7% 2,600 $203K
First Citizens Financial Corp 0.11% No change 2,596 $202K
FMB Wealth Management 0.11% Reduce -4.5% 2,579 $201K
Brass Tax Wealth Management, Inc. 0.04% No change 2,570 $200K
Tompkins Financial Corp. 0.02% No change 2,500 $195K
TrinityBridge Ltd 0.01% No change 2,400 $187K
JFS Wealth Advisors, LLC 0.01% Add +2.4% 2,372 $185K
Rise Advisors, LLC 0.09% Add +0.6% 2,316 $180K
Avior Wealth Management, LLC 0.01% Reduce -8.5% 2,287 $178K
Concord Wealth Partners 0.03% Add +2.4% 2,221 $173K
Thompson Investment Management, Inc. 0.02% No change 2,058 $160K
Investors Research Corp 0.03% No change 2,020 $157K
Mendota Financial Group, LLC 0.07% Reduce -10.6% 1,989 $155K
Fourpath Capital Management, LLC 0.03% New 1,977 $154K
Harbor Investment Advisory, LLC 0.01% Reduce -3.4% 1,953 $152K
Householder Group Estate & Retirement Specialist, LLC 0.04% Reduce -0.5% 1,956 $152K
LFA - Lugano Financial Advisors SA 0.10% No change 1,900 $148K
Beaird Harris Wealth Management, LLC 0.01% Reduce -0.1% 1,851 $144K
Hazlett, Burt & Watson, Inc. 0.07% Add +6.8% 1,828 $143K
Bogart Wealth, LLC 0.01% No change 1,808 $141K
Nisa Investment Advisors, LLC 0.00% No change 1,800 $140K
Financial Perspectives, Inc 0.05% No change 1,785 $139K
Jaffetilchin Investment Partners, LLC 0.01% New 1,770 $138K
Addison Advisors LLC 0.04% Add +11.9% 1,743 $136K
Foster Dykema Cabot & Partners, LLC 0.01% Add +27.6% 1,652 $129K
Halpern Financial, Inc. 0.03% Reduce -13.1% 1,588 $126K
Independence Bank of Kentucky 0.03% Add +6.0% 1,606 $125K
Avalon Trust Co 0.01% Reduce -43.6% 1,550 $121K
Kozak & Associates, Inc. 0.03% Add +0.6% 1,540 $121K
Colonial Trust Co / SC 0.02% Add +5.1% 1,554 $121K
Rosenberg Matthew Hamilton 0.03% No change 1,540 $120K
Hills Bank & Trust Co 0.01% No change 1,540 $120K
Bollard Group LLC 0.00% Add +0.6% 1,510 $118K
Luken Investment Analytics, LLC 0.05% No change 1,500 $117K
Mb, Levis & Associates, LLC 0.06% Add +0.6% 1,460 $114K
New Millennium Group LLC 0.07% Reduce -95.3% 1,426 $111K
Armstrong Advisory Group, Inc. 0.01% Reduce -2.9% 1,419 $111K
Salem Investment Counselors Inc. 0.00% Add +2.6% 1,411 $110K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -10.7% 1,410 $110K
Paradigm Asset Management Co. LLC 0.03% Reduce -12.5% 1,400 $109K
Quent Capital, LLC 0.01% Add +2.6% 1,387 $108K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 1,331 $101K
Legacies Wealth LLC 0.08% No change 1,290 $101K
Anchor Investment Management, LLC 0.01% Add +231.3% 1,279 $100K
North Star Investment Management Corp. 0.01% No change 1,246 $97K
Accent Capital Management, LLC 0.06% No change 1,241 $97K
Towne Trust Company, N.A 0.03% No change 1,225 $95K
Webster Bank, N. A. 0.01% No change 1,225 $95K
ORG Partners LLC 0.02% Add +26.0% 1,220 $95K
Sugarloaf Wealth Management, LLC 0.02% Add +7.2% 1,220 $95K
Pinnacle Bancorp, Inc. 0.02% No change 1,193 $93K
Rothschild Investment LLC 0.01% Add +2.5% 1,151 $90K
Ancora Advisors LLC 0.00% No change 1,149 $90K
New England Capital Financial Advisors LLC 0.05% No change 1,120 $87K
Bruce G. Allen Investments, LLC 0.06% Add +24.8% 1,073 $84K
CANADA LIFE ASSURANCE Co 0.00% Add +32.7% 1,047 $82K
Knights of Columbus Asset Advisors LLC 0.01% Add +10.3% 1,050 $82K
Continuum Advisory, LLC 0.01% Add +6.2% 1,199 $78K
Farmers & Merchants Investments Inc. 0.00% New 1,000 $78K
Northwest Investment Counselors, LLC 0.02% New 978 $76K
Centennial Bank 0.03% No change 960 $75K
Capital Analysts, LLC 0.00% Add +94.2% 930 $73K
Beacon Capital Management, LLC 0.01% Add +17.0% 936 $73K
Frazier Financial Advisors, LLC 0.06% Reduce -24.4% 935 $73K
NBT Bank, N.A. 0.00% New 913 $71K
IMA Advisory Services, Inc. 0.02% New 912 $71K
Brown, Lisle/Cummings, Inc. 0.02% No change 908 $71K
Mechanics Financial Corp 0.03% New 900 $70K
Centerpoint Advisors, LLC 0.02% No change 900 $70K
Strengthening Families & Communities, LLC 0.02% Add +0.1% 895 $70K
Rakuten Securities, Inc. 0.03% Reduce -30.5% 890 $69K
Banque Cantonale Vaudoise 0.00% Reduce -61.0% 884 $69K
Sound Income Strategies, LLC 0.00% Reduce -12.6% 885 $69K
HHM Wealth Advisors, LLC 0.01% Add +8.8% 838 $65K
Raleigh Capital Management Inc. 0.02% Reduce -1.5% 800 $62K
Pinnacle Holdings, LLC 0.03% No change 800 $62K
Eastern Bank 0.00% New 792 $62K
Ridgewood Investments LLC 0.03% Reduce -13.3% 786 $61K
Adirondack Trust Co. 0.02% No change 778 $61K
General Partner, Inc. 0.04% No change 768 $60K
Valley Wealth Managers, Inc. 0.00% No change 750 $58K
Gilliland Jeter Wealth Management LLC 0.02% No change 701 $55K
ADAR1 Capital Management, LLC 0.01% Add +600.0% 700 $55K
Redmont Wealth Advisors LLC 0.08% No change 698 $54K
Hollencrest Capital Management 0.00% Add +38.4% 692 $54K
Indiana Trust & Investment Management Co 0.02% No change 681 $53K
Financial Management Professionals, Inc. 0.01% Add +14.8% 676 $53K
Center for Financial Planning, Inc. 0.01% No change 671 $52K
Stephens Consulting, LLC 0.01% Add +0.1% 656 $51K
Trust Co. of Vermont 0.00% Reduce -72.3% 630 $49K
WASHINGTON TRUST Co 0.00% No change 600 $47K
Glen Eagle Advisors, LLC 0.01% Add +1.2% 581 $45K
Ashton Thomas Securities, LLC 0.01% New 573 $45K
Silicon Valley Capital Partners 0.01% Add +0.6% 552 $43K
Cedar Wealth Management, LLC 0.01% No change 534 $42K
Clearstead Trust, LLC 0.01% Add +0.6% 511 $40K
Northwest Financial Advisors 0.03% New 511 $40K
FIL Ltd 0.00% Add +19.9% 501 $39K
CoreCap Advisors, LLC 0.00% New 487 $38K
Archer Investment Corp 0.01% Add +0.4% 476 $37K
Estabrook Capital Management 0.01% No change 475 $37K
Tsfg, LLC 0.01% Add +0.2% 463 $36K
GHP Investment Advisors, Inc. 0.00% Add +36.5% 449 $35K
Parkside Financial Bank & Trust 0.00% Reduce -1.1% 442 $34K
Arlington Trust Co LLC 0.01% No change 422 $33K
Laurel Wealth Advisors LLC 0.01% Add +12.0% 420 $33K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 415 $32K
GW&K Investment Management, LLC 0.00% Add +4.3% 411 $32K
Nordwand Advisors, LLC 0.01% No change 400 $31K
Ogorek Anthony Joseph /NY/ 0.01% Add +5.1% 409 $31K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +28.4% 393 $31K
Earned Wealth Advisors, LLC 0.01% New 361 $28K
Albion Financial Group 0.00% No change 360 $28K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 365 $28K
JNBA Financial Advisors 0.00% Reduce -78.8% 351 $27K
Pacific Center for Financial Services 0.01% No change 350 $27K
Wintrust Investments LLC 0.02% Reduce -89.6% 354 $27K
AlphaMark Advisors, LLC 0.01% Reduce -12.8% 342 $27K
Resources Management Corp. /CT/ 0.00% No change 350 $27K
BOK Financial Private Wealth, Inc. 0.00% Reduce -49.3% 340 $26K
Kiely Wealth Advisory Group, Inc. 0.02% No change 400 $26K
Cherry Tree Wealth Management, LLC 0.01% No change 334 $26K
Baldwin Wealth Partners LLC 0.00% Reduce -63.3% 330 $26K
McClarren Financial Advisors, Inc. 0.00% Add +320.8% 324 $25K
Tradewinds Capital Management, LLC 0.01% No change 320 $25K
Roble, Belko & Company, Inc 0.00% No change 314 $24K
Byrne Asset Management LLC 0.02% No change 300 $23K
Westside Investment Management, Inc. 0.01% No change 300 $23K
TCTC Holdings, LLC 0.00% No change 300 $23K
Financial Network Wealth Advisors LLC 0.02% New 296 $23K
Creekmur Asset Management LLC 0.01% No change 289 $23K
Pathway Financial Advisers, LLC 0.01% No change 284 $22K
Clear Investment Research, LLC 0.03% No change 280 $22K
Tortoise Investment Management, LLC 0.00% No change 269 $21K
Mascoma Wealth Management LLC 0.01% No change 264 $21K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.8% 264 $21K
Eagle Bay Advisors LLC 0.01% Add +4.8% 261 $20K
Riverview Trust Co 0.02% New 260 $20K
DT Investment Partners, LLC 0.00% New 260 $20K
Aspire Private Capital, LLC 0.00% No change 251 $20K
Pingora Partners LLC 0.01% No change 250 $19K
Hobbs Group Advisors, LLC 0.01% Reduce -45.1% 243 $19K
CoreFirst Bank & Trust 0.01% New 240 $19K
Abound Wealth Management 0.01% Reduce -5.0% 228 $18K
SOA Wealth Advisors, LLC. 0.00% Add +0.4% 227 $18K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -59.3% 218 $17K
Fairscale Capital, LLC 0.01% No change 212 $17K
Optimum Investment Advisors 0.01% Reduce -76.8% 212 $17K
Wiser Advisor Group LLC 0.02% Reduce -0.5% 210 $16K
Carolinas Wealth Consulting LLC 0.00% Reduce -1.9% 206 $16K
Cornerstone Planning Group LLC 0.00% Add +13.9% 213 $16K
Bellevue Asset Management, LLC 0.01% No change 100 $16K
Missouri Trust & Investment Co 0.01% No change 200 $16K
Old Second National Bank of Aurora 0.00% No change 200 $16K
Atwood & Palmer Inc. 0.00% No change 200 $16K
Highline Wealth Partners LLC 0.01% Add +77.7% 199 $16K
Prestige Wealth Management Group LLC 0.00% Reduce -5.7% 197 $15K
Bell Investment Advisors, Inc 0.00% No change 186 $14K
St Germain D J Co. Inc. 0.00% Add +30.7% 183 $14K
West Oak Capital, LLC 0.01% No change 175 $14K
Bangor Savings Bank 0.00% No change 170 $13K
Stuart Chaussee & Associates, Inc. 0.00% No change 165 $13K
Asset Management One Co., Ltd. 0.00% Add +2.6% 155 $12K
Iron Horse Wealth Management, LLC 0.00% Add +282.5% 153 $12K
First Community Trust NA 0.01% No change 150 $12K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 150 $12K
Reston Wealth Management LLC 0.00% New 149 $12K
Birchbrook, Inc. 0.01% No change 147 $11K
PSI Advisors, LLC 0.00% No change 137 $11K
Caitlin John, LLC 0.01% Reduce -20.3% 161 $11K
Paladin Wealth, LLC 0.01% — 131 $10K
Global Wealth Strategies & Associates 0.00% No change 126 $10K
Larson Financial Group LLC 0.00% Add +17.8% 126 $10K
Cape Investment Advisory, Inc. 0.00% No change 125 $10K
West Paces Advisors Inc. 0.00% No change 125 $10K
EnRich Financial Partners LLC 0.00% No change 123 $10K
Valued Wealth Advisors LLC 0.01% No change 117 $9K
MV Capital Management, Inc. 0.00% No change 117 $9K
Richardson Financial Services Inc. 0.01% Add +91.7% 115 $9K
ESL Trust Services, LLC 0.00% No change 111 $9K
True Wealth Design, LLC 0.00% Add +4.0% 104 $8K
Dogwood Wealth Management LLC 0.00% No change 103 $8K
Friedenthal Financial 0.00% No change 101 $8K
WFA of San Diego, LLC 0.01% No change 100 $8K
Lowe Wealth Advisors, LLC 0.00% No change 100 $8K
FSA Wealth Management LLC 0.00% — 100 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 93 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 92 $7K
Washington Trust Advisors, Inc. 0.00% Reduce -74.7% 91 $7K
Sachetta, LLC 0.00% No change 90 $7K
Nemes Rush Group LLC 0.00% No change 100 $7K
Maryland Capital Advisors Inc. 0.00% No change 84 $7K
Caldwell Trust Co 0.00% New 81 $6K
HighMark Wealth Management LLC 0.00% Reduce -15.1% 79 $6K
Pin Oak Investment Advisors Inc. 0.01% No change 79 $6K
Peoples Financial Services Corp. 0.00% No change 77 $6K
REAP Financial Group, LLC 0.00% New 76 $6K
Salomon & Ludwin, LLC 0.00% No change 74 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 100 $6K
Avion Wealth 0.00% No change 74 $5K
Dunhill Financial, LLC 0.00% No change 64 $5K
Tidemark, LLC 0.00% No change 64 $5K
Truvestments Capital LLC 0.00% New 62 $5K
McIlrath & Eck, LLC 0.00% No change 61 $5K
Morton Brown Family Wealth, LLC 0.00% No change 60 $5K
Criterion Capital Advisors, LLC 0.00% No change 59 $5K
St. Johns Investment Management Company, LLC 0.00% No change 58 $5K
Pacifica Partners Inc. 0.00% No change 55 $4K
Northwest Bank & Trust Co 0.00% No change 55 $4K
Creative Financial Designs Inc. 0.00% No change 53 $4K
Brooklyn Investment Group 0.00% New 52 $4K
Hemington Wealth Management 0.00% New 61 $4K
Godsey & Gibb, Inc. 0.00% Reduce -78.4% 49 $4K
Stone House Investment Management, LLC 0.00% No change 45 $4K
Winch Advisory Services, LLC 0.00% No change 43 $3K
Central Pacific Bank - Trust Division 0.00% No change 42 $3K
ClariVest Asset Management LLC 0.00% No change 40 $3K
Johnson Financial Group, Inc. 0.00% Add +73.9% 40 $3K
Hara Capital LLC 0.00% New 40 $3K
Blume Capital Management, Inc. 0.00% New 37 $3K
Bfsg, LLC 0.00% No change 36 $3K
Pacific Capital Wealth Advisors, Inc. 0.00% New 35 $3K
Fortitude Family Office, LLC 0.00% Add +200.0% 30 $2K
Atticus Wealth Management, LLC 0.00% Reduce -3.3% 29 $2K
Elevation Wealth Partners, LLC 0.00% No change 28 $2K
POM Investment Strategies, LLC 0.00% Reduce -82.1% 27 $2K
Versant Capital Management, Inc 0.00% Reduce -94.2% 27 $2K
ZynergyRetirementPlanningLLC 0.00% No change 21 $2K
Olistico Wealth, LLC 0.00% No change 21 $2K
Gold Investment Management Ltd. 0.00% No change 20 $2K
Solstein Capital, LLC 0.00% No change 19 $1K
Colonial Trust Advisors 0.00% No change 18 $1K
First Financial Corp. 0.00% Reduce -77.3% 17 $1K
SYSTM Wealth Solutions LLC 0.03% — 13 $1K
WealthCollab, LLC 0.00% No change 13 $1K
Hoey Investments, Inc. 0.00% No change 12 $936
Annapolis Financial Services, LLC 0.00% New 12 $935
TFC Financial Management, Inc. 0.00% No change 10 $780
Montag A & Associates Inc. 0.00% New 10 $780
Operose Advisors LLC 0.00% No change 10 $779
SJS Investment Consulting Inc. 0.00% No change 8 $624
West Branch Capital LLC 0.00% New 8 $611
Investment Research & Advisory Group, Inc. 0.00% New 4 $312
Lam Group, Inc. 0.00% No change 2 $156
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 4 $0
Coston, McIsaac & Partners 0.00% No change 10 $0

"% of holder's portfolio" is AZN's weight in each manager's 13F, not the share of Astrazeneca PLC-Spons ADR the manager owns.