Astrazeneca PLC-Spons ADRAZN

13F holders, Q3 2025 (September 30)
1,282holders +64
144new positions
75sold out
10famous investors
$76.70avg. 13F price*

At the end of Q3 2025, 1,282 institutions reported holding Astrazeneca PLC-Spons ADR (AZN) in their 13F filings, up 64 from Q2 2025. 144 opened new positions and 75 sold out. The largest holders were T. Rowe Price Associates Inc. ($3.8B), Primecap Management Co. ($3.1B) and Bank of America Corp. ($2.5B). 10 famous investors held it, including Ken Fisher (0.6% of Fisher Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions144$140.7M
Exits75$199.8M

All 13F filers, Q2 2025 → Q3 2025: 35,354,558 shares bought and 37,816,989 shares sold, net −2,462,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,282 holders

T. Rowe Price Associates Inc. 0.40% Reduce -5.4% 49,124,476 $3.8B
Primecap Management Co. 2.34% Reduce -3.3% 39,857,971 $3.1B
Bank of America Corp. 0.19% Add +4.7% 32,633,139 $2.5B
Wellington Management Group LLP 0.43% Reduce -5.9% 32,299,561 $2.5B
Capital International Investors 0.31% Reduce -20.2% 25,052,520 $1.9B
FMR LLC 0.09% Add +1.6% 21,686,320 $1.7B
Fisher Asset Management 0.59% Add +2.3% 21,162,724 $1.6B
Franklin Resources Inc. 0.38% Reduce -7.4% 19,712,730 $1.5B
Sanders Capital, LLC 1.33% Reduce -3.2% 14,058,682 $1.1B
Goldman Sachs Group Inc. 0.15% Add +13.8% 13,671,749 $1.0B
Morgan Stanley 0.06% Add +10.1% 13,445,787 $1.0B
CIBC Private Wealth Group LLC 1.07% Reduce -0.9% 8,154,148 $625.6M
Dimensional Fund Advisors LP 0.11% Add +9.3% 6,805,896 $521.5M
Holocene Advisors, LP 1.08% Add +41.8% 6,129,194 $470.2M
BlackRock, Inc. 0.01% Add +5.8% 5,804,354 $445.3M
Ameriprise Financial Inc. 0.10% Add +13.1% 5,707,561 $438.3M
Boston Partners 0.42% Add +5.2% 5,247,449 $405.0M
Neuberger Berman Group LLC 0.28% Add +1.5% 5,067,533 $388.8M
JPMorgan Chase & Co. 0.02% Add +27.8% 4,824,072 $370.1M
Clearbridge Investments, LLC 0.27% Add +8.2% 4,712,057 $361.5M
Northern Trust Corp. 0.05% Add +2.1% 4,626,441 $354.9M
Raymond James Financial Inc. 0.11% Add +16.3% 4,400,269 $337.6M
Swedbank AB 0.34% Add +7.0% 4,364,458 $334.8M
Invesco Ltd. 0.05% Add +8.7% 4,196,297 $321.9M
Fayez Sarofim & Co 0.69% Add +4.0% 3,894,437 $298.8M
Envestnet Asset Management Inc. 0.08% Add +8.3% 3,846,667 $295.1M
Citigroup Inc. 0.20% Add +313.7% 3,822,870 $293.3M
Jennison Associates LLC 0.16% Reduce -69.7% 3,685,664 $282.8M
Citadel Advisors 0.22% Add +95.9% 3,586,285 $275.1M
Bank of Montreal 0.11% Add +344.6% 3,478,114 $266.8M
Royal Bank of Canada 0.05% Reduce -1.9% 3,388,671 $260.0M
Wells Fargo & Company 0.05% Add +1.4% 3,274,671 $251.2M
WCM Investment Management, LLC 0.41% Add +0.4% 2,663,759 $197.5M
UBS Group AG 0.04% Add +4.6% 2,484,275 $190.6M
Millennium Management 0.14% Add +94.6% 2,227,345 $170.9M
American Century Companies Inc. 0.09% Add +40.2% 2,187,050 $167.8M
Acadian Asset Management LLC 0.29% Add +4.2% 2,129,341 $163.3M
Natixis Advisors, LLC 0.24% Add +14.3% 2,100,390 $161.1M
Voya Investment Management LLC 0.17% Add +68.2% 1,899,502 $145.7M
Manning & Napier Advisors LLC 1.72% Reduce -18.1% 1,762,193 $135.2M
Saturna Capital Corp. 1.62% Add +0.1% 1,634,995 $125.4M
BNP Paribas Financial Markets 0.10% Add +190.7% 1,622,304 $124.5M
Crawford Investment Counsel Inc. 1.99% Add +1.8% 1,566,073 $120.1M
Alliancebernstein L.P. 0.03% Reduce -32.8% 1,400,353 $107.4M
LMR Partners LLP 1.97% Add +5739.3% 1,336,898 $102.6M
Lazard Asset Management LLC 0.14% Add +18.4% 1,334,560 $102.4M
Janus Henderson Group PLC 0.05% Reduce -48.7% 1,299,886 $99.7M
Clark Capital Management Group, Inc. 0.62% Add +94.2% 1,294,484 $99.3M
Parnassus Investments, LLC 0.23% Add +0.5% 1,293,004 $99.2M
Stifel Financial Corp. 0.08% Add +2.5% 1,176,763 $90.3M
Principal Financial Group Inc. 0.05% Reduce -2.4% 1,174,861 $90.1M
Nicholas Company, Inc. 1.47% Reduce -1.0% 1,128,004 $86.5M
National Bank of Canada 0.10% Add +328.9% 1,119,192 $85.9M
TD Asset Management Inc 0.07% Add +20.0% 1,089,612 $83.6M
Capital World Investors 0.01% Add +612.2% 1,093,620 $83.5M
LPL Financial LLC 0.02% Add +6.8% 1,068,524 $82.0M
Causeway Capital Management LLC 1.08% Add +11.9% 1,067,371 $81.9M
Epoch Investment Partners, Inc. 0.44% Reduce -21.4% 1,040,127 $79.8M
Bank of New York Mellon Corp 0.01% Add +8.7% 1,006,167 $77.2M
First Trust Advisors LP 0.06% Reduce -9.3% 1,005,750 $77.2M
Truist Financial Corp. 0.10% Add +23.0% 1,000,772 $76.8M
State Street Corp. 0.00% Add +3.0% 967,149 $74.2M
HighTower Advisors, LLC 0.08% Add +3.5% 958,235 $73.5M
Erste Asset Management GmbH 0.70% Reduce -2.9% 982,648 $72.8M
Schonfeld Strategic Advisors LLC 0.47% Add +58.6% 868,648 $66.6M
Russell Investments Group, Ltd. 0.08% Add +0.6% 863,272 $66.2M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -26.5% 849,702 $65.2M
Sofinnova Investments, Inc. 3.88% Add +180.6% 823,933 $63.2M
Ontario Teachers Pension Plan Board 1.51% Reduce -41.0% 817,880 $62.7M
Phoenix Financial Ltd. 0.75% Reduce -0.8% 804,660 $61.7M
Rockefeller Capital Management L.P. 0.12% Add +8.5% 802,370 $61.6M
Aberdeen Group plc 0.10% Add +0.6% 800,217 $61.4M
Harvest Portfolios Group Inc. 1.12% Reduce -2.5% 793,944 $60.9M
Capital Research Global Investors 0.01% Add +1.1% 785,259 $60.2M
Qube Research & Technologies Ltd 0.08% Add +15.6% 774,403 $59.4M
ZWJ Investment Counsel Inc. 2.09% Add +1.0% 771,282 $59.2M
Woodley Farra Manion Portfolio Management Inc. 2.72% Reduce -1.0% 752,814 $57.8M
Sei Investments Co. 0.06% Reduce -11.9% 717,274 $55.0M
Marshall Wace, LLP 0.06% Reduce -65.2% 696,494 $53.4M
Barclays PLC 0.02% Add +1.0% 687,526 $52.7M
Abc Arbitrage SA 5.15% Add +210.4% 681,362 $52.3M
Balyasny Asset Management L.P. 0.11% Add +83.8% 676,162 $51.9M
Adage Capital Partners Gp, L.L.C. 0.08% Add +106.8% 672,943 $51.6M
Mariner, LLC 0.07% Add +1.6% 672,519 $51.6M
ProShare Advisors LLC 0.11% Reduce -21.4% 654,859 $50.2M
BI Asset Management Fondsmaeglerselskab A/S 0.44% Reduce -5.6% 677,594 $48.7M
Assenagon Asset Management S.A. 0.07% Reduce -48.8% 598,354 $45.9M
Cidel Asset Management Inc. 2.64% Reduce -0.3% 598,309 $45.9M
Trillium Asset Management, LLC 1.17% Reduce -1.7% 575,918 $44.2M
Point72 Asset Management 0.10% Reduce -66.2% 569,369 $43.7M
Mackenzie Financial Corp. 0.05% Add +9.0% 568,601 $43.6M
Hardman Johnston Global Advisors LLC 2.12% Add +1.6% 561,582 $43.1M
Alyeska Investment Group, L.P. 0.13% Add +5.6% 542,165 $41.6M
Cerity Partners LLC 0.07% Add +0.7% 539,603 $41.4M
Crestwood Advisors Group, LLC 0.69% Add +10.5% 525,251 $40.3M
Nuveen, LLC 0.01% Add +5.1% 524,512 $40.2M
Two Sigma Investments, LP 0.06% Reduce -39.7% 517,695 $39.7M
Thornburg Investment Management Inc. 0.51% Reduce -4.6% 510,947 $39.2M
Vaughan David Investments LLC 0.84% Add +1.0% 509,980 $39.1M
Geode Capital Management, LLC 0.00% Reduce -0.3% 503,473 $38.6M
AXA Investment Managers S.A. 0.10% — 471,596 $36.2M
Bridgewater Associates 0.14% Reduce -25.4% 462,859 $35.5M
Scotia Capital Inc. 0.15% Add +8.7% 449,037 $34.5M
Capital International, Inc. 0.28% Add +4.2% 448,738 $34.4M
Hudson Bay Capital Management LP 0.24% Add +40.5% 444,874 $34.1M
Legal & General Group Plc 0.01% Reduce -30.3% 435,273 $33.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -9.7% 426,463 $32.7M
Brandywine Global Investment Management, LLC 0.22% Reduce -1.9% 420,519 $32.3M
Walleye Capital LLC 0.29% Add +11.0% 416,785 $32.0M
Chilton Capital Management LLC 1.04% Add +1.6% 403,925 $31.0M
Cetera Investment Advisers 0.03% Add +53.1% 380,995 $29.2M
Victory Capital Management Inc. 0.02% Reduce -2.9% 374,204 $28.7M
Wealth Enhancement Advisory Services, LLC 0.04% Add +2.8% 332,974 $28.6M
Becker Capital Management Inc. 0.82% Reduce -2.2% 365,300 $28.0M
Act Two Investors LLC 4.95% Reduce -0.1% 364,066 $27.9M
Charles Schwab Investment Management Inc. 0.00% Add +26.3% 363,440 $27.9M
Deutsche Bank AG 0.01% Reduce -20.9% 349,325 $26.8M
Pathstone Holdings, LLC 0.10% Add +3.1% 347,131 $26.6M
Macquarie Group Ltd. 0.03% Reduce -5.9% 346,576 $26.6M
Professional Advisory Services Inc. 2.99% Add +0.5% 328,642 $25.2M
Flputnam Investment Management Co. 0.37% Add +1.9% 323,502 $24.8M
Martin Investment Management, LLC 6.24% Reduce -0.7% 319,859 $24.5M
New York State Common Retirement Fund 0.03% Add +61.0% 316,722 $24.3M
Janney Montgomery Scott LLC 0.06% Add +2.9% 314,689 $24.1M
Creative Planning 0.02% Add +17.4% 312,292 $24.0M
Van Eck Associates Corp. 0.02% Reduce -19.0% 310,439 $23.8M
Assetmark, Inc. 0.05% Add +6.5% 310,383 $23.8M
Integral Health Asset Management, LLC 1.68% Add +50.0% 300,000 $23.0M
Kornitzer Capital Management Inc. 0.46% Add +2.3% 297,777 $22.8M
Quantinno Capital Management LP 0.06% Add +37.1% 297,482 $22.8M
O'shaughnessy Asset Management, LLC 0.13% Add +19.6% 288,302 $22.1M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -4.5% 280,564 $21.5M
MML Investors Services, LLC 0.06% Add +6.7% 273,298 $21.0M
Cambiar Investors LLC 0.94% Reduce -0.2% 270,824 $20.8M
Baird Financial Group, Inc. 0.03% Add +2.4% 269,161 $20.7M
PNC Financial Services Group, Inc. 0.01% Add +4.1% 250,986 $19.3M
Silvercrest Asset Management Group LLC 0.12% Reduce -1.8% 244,887 $18.8M
CIBC Asset Management Inc 0.05% Add +2.8% 244,724 $18.8M
Foresight Global Investors, Inc. 11.08% New 243,177 $18.7M
US Bancorp \de 0.02% Add +6.6% 242,181 $18.6M
CI Investments Inc. 0.07% Reduce -37.5% 238,909 $18.3M
Sit Investment Associates Inc. 0.37% Reduce -6.7% 238,845 $18.3M
Davidson Investment Advisors 0.78% Add +0.9% 238,596 $18.3M
Waverly Advisors, LLC 0.18% Add +2.9% 236,786 $18.2M
D. E. Shaw & Co. 0.02% Reduce -87.8% 231,631 $17.8M
Community Trust & Investment Co. 0.94% Add +1.1% 228,639 $17.5M
Beck Bode, LLC 2.77% Add +3.3% 223,543 $17.2M
Jane Street Group, LLC 0.02% Add +9.9% 223,070 $17.1M
Tower Research Capital LLC (TRC) 0.47% Add +47.6% 222,835 $17.1M
M&T Bank Corp 0.06% Reduce -0.6% 217,650 $16.7M
Corient Private Wealth LP 0.03% Add +9.6% 212,378 $16.3M
Allspring Global Investments Holdings, LLC 0.03% Add +10.1% 191,518 $16.2M
Blair William & Co. 0.04% Reduce -0.1% 210,103 $16.1M
Migdal Insurance & Financial Holdings Ltd. 0.16% New 194,000 $14.9M
Commonwealth Equity Services, LLC 0.02% Reduce -4.3% 191,873 $14.7M
Guggenheim Capital LLC 0.11% Reduce -1.7% 191,064 $14.7M
Artia Global Partners LP 2.58% No change 190,752 $14.6M
Osaic Holdings, Inc. 0.02% Add +18.4% 188,995 $14.6M
NEOS Investment Management LLC 0.11% Add +79.3% 185,132 $14.2M
SCS Capital Management LLC 0.15% Reduce -0.2% 183,607 $14.1M
Strategic Wealth Partners, Ltd. 1.04% Add +6.7% 181,216 $13.9M
Squarepoint Ops LLC 0.03% Reduce -32.2% 180,473 $13.8M
Federation des caisses Desjardins du Quebec 0.05% Add +3.1% 177,283 $13.6M
HRT Financial LP 0.05% Add +67.9% 171,635 $13.2M
Foresight Group Ltd Liability Partnership 1.96% Reduce -12.7% 171,086 $13.1M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -17.6% 168,862 $13.0M
Orion Porfolio Solutions, LLC 0.10% Add +14.1% 161,401 $12.4M
Marathon Capital Management 2.84% Reduce -1.5% 160,955 $12.3M
Rafferty Asset Management, LLC 0.04% Reduce -4.7% 160,498 $12.3M
Park National Corp. 0.38% Add +7.0% 159,599 $12.2M
Cullen/Frost Bankers, Inc. 0.14% Reduce -2.4% 159,362 $12.2M
Tang Capital Management LLC 0.44% No change 150,000 $11.5M
Bailard, Inc. 0.25% Add +4.2% 149,412 $11.5M
QRG Capital Management, Inc. 0.14% Reduce -31.4% 147,483 $11.3M
Teachers Retirement System of the State of Kentucky 0.09% Reduce -4.8% 147,240 $11.3M
FourThought Financial Partners, LLC 0.99% Add +2.5% 147,010 $11.3M
Oak Family Advisors, LLC 3.61% Reduce -13.8% 145,272 $11.1M
Hilton Capital Management, LLC 0.90% Reduce -7.1% 144,929 $11.1M
Peapack Gladstone Financial Corp. 0.14% Add +4.3% 144,420 $11.1M
Zevin Asset Management LLC 1.60% Reduce -5.3% 143,346 $11.0M
Captrust Financial Advisors 0.02% Reduce -5.6% 141,858 $10.9M
Baron Capital (BAMCO) 0.03% Add +9.4% 140,008 $10.7M
Dodge & Cox 0.01% No change 137,488 $10.5M
Smith Salley Wealth Management 0.54% Add +770.4% 136,228 $10.5M
Sphera Funds Management LTD. 2.46% No change 135,060 $10.4M
Vanguard Personalized Indexing Management, LLC 0.11% Add +8.7% 134,308 $10.3M
China Universal Asset Management Co., Ltd. 0.85% Reduce -10.3% 133,580 $10.2M
First Foundation Advisors 0.37% Reduce -3.3% 131,963 $10.1M
GF Fund Management Co. LTD. 0.18% Reduce -2.8% 129,842 $10.0M
Lido Advisors, LLC 0.04% Add +55.0% 129,777 $10.0M
Wesbanco Bank Inc. 0.28% Add +4.4% 129,040 $9.9M
Mercer Global Advisors Inc. 0.02% Reduce -4.8% 128,967 $9.9M
Chesley Taft & Associates LLC 0.41% Reduce -4.3% 126,765 $9.7M
Cumberland Partners Ltd 0.63% Reduce -0.1% 125,161 $9.6M
Walleye Trading LLC 0.15% Add +54.8% 124,399 $9.5M
Glenmede Investment Management, LP 0.05% Reduce -1.6% 123,049 $9.4M
Cambridge Investment Research Advisors, Inc. 0.03% Add +3.2% 122,969 $9.4M
Cinctive Capital Management LP 0.47% Add +191.9% 122,521 $9.4M
Altrius Capital Management Inc 2.09% Add +1.3% 119,560 $9.2M
Manufacturers Life Insurance Company, The 0.01% Add +20.0% 118,827 $9.1M
Federated Hermes, Inc. 0.02% Reduce -23.9% 118,013 $9.1M
Howe & Rusling Inc. 0.62% Add +0.3% 117,593 $9.0M
Oppenheimer Asset Management Inc. 0.10% Add +7.4% 116,460 $8.9M
Azimuth Capital Investment Management LLC 0.32% Add +1.1% 116,275 $8.9M
Prospera Financial Services Inc 0.15% Add +2.0% 115,223 $8.8M
Anchor Capital Advisors LLC 0.25% Reduce -1.8% 114,350 $8.8M
iA Global Asset Management Inc. 0.12% Add +5.2% 114,189 $8.8M
&partners 0.06% Add +7.5% 113,259 $8.7M
Zimmer Partners, LP 0.20% New 108,200 $8.3M
Atria Investments, Inc 0.09% Add +0.6% 106,920 $8.2M
Bessemer Group Inc. 0.01% Add +4.8% 106,095 $8.1M
Capital Wealth Planning, LLC 0.06% Add +24.1% 104,642 $8.0M
Park Avenue Securities LLC 0.06% Add +15.8% 103,876 $8.0M
Focus Partners Wealth 0.01% Add +23.1% 102,195 $7.9M
Private Advisor Group, LLC 0.04% Add +8.1% 102,490 $7.9M
Pictet North America Advisors SA 0.72% Add +2.7% 100,322 $7.7M
Triglav Investments, D.O.O. 0.50% Add +12.6% 100,199 $7.7M
Atlantic Union Bankshares Corp 0.14% Add +0.7% 97,327 $7.5M
Kestra Advisory Services, LLC 0.03% Add +31.2% 96,696 $7.4M
Parallax Volatility Advisers, L.P. 0.25% Add +56.9% 96,626 $7.4M
First Merchants Corp. 0.28% Reduce -1.8% 95,891 $7.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -15.5% 95,715 $7.3M
Quadrant Capital Group LLC 0.24% Add +1.1% 94,281 $7.2M
Oak Ridge Investments LLC 0.47% Add +2.5% 93,898 $7.2M
Susquehanna International Group, LLP 0.01% Add +671.1% 93,583 $7.2M
Capital Group Private Client Services, Inc. 0.12% Reduce -69.8% 93,516 $7.2M
Transatlantique Private Wealth LLC 2.33% New 47,410 $7.1M
Scharf Investments, LLC 0.18% New 92,464 $7.1M
Oliver Luxxe Assets LLC 1.11% Add +17.1% 91,651 $7.0M
GQG Partners LLC 0.01% Reduce -58.0% 87,964 $6.7M
Mengis Capital Management, Inc. 1.32% Add +19.2% 86,842 $6.7M
WealthPlan Investment Management, LLC 0.44% Add +0.1% 86,013 $6.6M
Ritholtz Wealth Management 0.13% Add +2.1% 85,472 $6.6M
Caption Management, LLC 0.40% Add +51.6% 84,900 $6.5M
AQR Capital Management 0.00% Add +57.2% 84,784 $6.5M
Ethic Inc. 0.11% Add +16.0% 84,382 $6.5M
Hantz Financial Services, Inc. 0.10% Add +36.6% 83,616 $6.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.1% 83,387 $6.4M
Guardian Capital LP 0.21% Add +31.0% 83,074 $6.4M
Geneos Wealth Management Inc. 0.16% Add +7.0% 82,589 $6.3M
Goelzer Investment Management, Inc. 0.33% Reduce -2.2% 82,015 $6.3M
Bleakley Financial Group, LLC 0.14% Add +8.4% 79,983 $6.1M
Curi Capital, LLC 0.11% Reduce -28.0% 79,937 $6.1M
DekaBank Deutsche Girozentrale 0.01% No change 81,742 $6.1M
Synovus Financial Corp. 0.07% Add +10.7% 78,315 $6.0M
Nissay Asset Management Corp. /Japan 0.03% Add +1.0% 77,817 $6.0M
Oxbow Advisors, LLC 0.56% Add +96.2% 77,594 $6.0M
Nixon Peabody Trust Co. 0.44% Add +1.5% 77,550 $5.9M
Tidal Investments LLC 0.02% Add +414.9% 76,213 $5.8M
Laird Norton Wetherby Wealth Management, LLC 0.24% Add +6.0% 76,106 $5.8M
Benson Investment Management Company, Inc. 1.98% Add +18.6% 75,297 $5.8M
Ieq Capital, LLC 0.02% Add +57.1% 74,730 $5.7M
Hendley & Co. Inc. 1.86% Reduce -0.6% 73,220 $5.6M
Gabelli Funds LLC 0.04% No change 72,300 $5.5M
Naviter Wealth, LLC 0.64% Add +3.6% 72,027 $5.5M
Penobscot Investment Management Company, Inc. 0.42% Add +6.4% 71,284 $5.5M
Pinkerton Wealth, LLC 0.58% Add +7.5% 70,802 $5.4M
Shelton Capital Management 0.11% No change 69,091 $5.3M
Orca Wealth Management, LLC 4.01% Reduce -0.9% 68,978 $5.3M
Boston Common Asset Management, LLC 0.15% Reduce -0.7% 68,848 $5.3M
Vestmark Advisory Solutions, Inc. 0.10% Reduce -18.5% 68,768 $5.3M
Y-Intercept (Hong Kong) Ltd 0.12% Add +111.6% 66,643 $5.1M
RNC Capital Management LLC 0.23% Add +10.3% 66,492 $5.1M
Patten Group, Inc. 0.99% Reduce -0.1% 66,421 $5.1M
Wilmington Savings Fund Society, FSB 0.12% Reduce -14.1% 66,237 $5.1M
Benjamin Edwards Inc. 0.06% Add +1.4% 65,572 $5.0M
Brandywine Oak Private Wealth LLC 0.43% Reduce -2.6% 64,743 $5.0M
Azzad Asset Management Inc. 0.49% Add +0.6% 64,714 $5.0M
Pittenger & Anderson Inc. 0.18% Add +26.1% 64,620 $5.0M
Rossmore Private Capital 0.53% Add +0.6% 64,600 $5.0M
Cibc World Market Inc. 0.01% Add +21.5% 64,421 $4.9M
GLOBALT Investments LLC / GA 0.18% Reduce -1.3% 64,071 $4.9M
Signaturefd, LLC 0.08% Add +6.2% 63,936 $4.9M
DRW Securities, LLC 0.25% Add +123.0% 63,613 $4.9M
NewEdge Advisors, LLC 0.02% Reduce -14.3% 63,153 $4.8M
Rwa Wealth Partners, LLC 0.05% Add +11.6% 61,933 $4.8M
Timber Creek Capital Management LLC 1.15% Reduce -0.5% 61,876 $4.7M
PFM Health Sciences, LP 0.41% New 61,795 $4.7M
SouthState Bank Corp 0.22% Reduce -3.0% 61,445 $4.7M
Valicenti Advisory Services Inc. 1.00% Reduce -20.1% 60,696 $4.7M
Ingalls & Snyder LLC 0.15% Reduce -0.5% 60,325 $4.6M
James Investment Research, Inc. 0.50% Reduce -1.4% 59,808 $4.6M
Simplex Trading, LLC 0.10% Reduce -41.3% 59,483 $4.6M
Motco 0.42% Add +0.7% 59,451 $4.6M
Asio Capital, LLC 0.68% Add +2.7% 58,870 $4.5M
Channel Wealth LLC 1.20% Add +1.9% 58,508 $4.5M
Henry James International Management Inc. 1.36% No change 57,963 $4.4M
Factory Mutual Insurance Co. 0.04% New 57,852 $4.4M
Cox Capital Mgt LLC 2.90% Add +1.0% 57,831 $4.4M
Turtle Creek Wealth Advisors, LLC 0.40% Add +0.0% 57,749 $4.4M
Cubist Systematic Strategies, LLC 0.06% Reduce -88.2% 57,187 $4.4M
Principal Securities, Inc. 0.07% Add +22.9% 57,154 $4.4M
AIMZ Investment Advisors, LLC 1.35% Reduce -1.9% 56,259 $4.3M
Exome Asset Management LLC 2.82% New 28,362 $4.3M
Bryn Mawr Trust Advisors, LLC 0.21% Reduce -0.0% 55,218 $4.2M
Fred Alger Management, LLC 0.02% Reduce -15.1% 54,998 $4.2M
Crossmark Global Holdings, Inc. 0.06% Add +0.8% 54,662 $4.2M
Robbins Farley 1.73% Add +103.8% 54,149 $4.2M
Eagle Global Advisors LLC 0.16% No change 53,536 $4.1M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -13.8% 53,509 $4.1M
Steward Partners Investment Advisory, LLC 0.02% Add +4.5% 53,234 $4.1M
Naples Global Advisors, LLC 0.32% Reduce -0.5% 53,033 $4.1M
Morton Community Bank 0.94% Add +5.4% 49,280 $4.1M
Samjo Management, LLC 1.55% Reduce -2.7% 52,855 $4.1M
HSBC Holdings PLC 0.00% Add +191.1% 53,057 $4.1M
Kennedy Capital Management LLC 0.09% Add +9.6% 51,833 $4.0M
Fiduciary Group, LLC 0.35% Add +0.7% 51,809 $4.0M
Keybank National Association 0.01% Reduce -6.1% 51,585 $4.0M
Vident Advisory, LLC 0.04% Add +2.4% 51,393 $3.9M
NewEdge Wealth, LLC 0.06% Add +6.2% 48,461 $3.9M
Brookmont Capital Management 2.17% Reduce -3.3% 50,909 $3.9M
Logan Capital Management Inc. 0.16% Add +316050.0% 50,584 $3.9M
Advisors Asset Management, Inc. 0.07% Add +20.2% 50,365 $3.9M
Nwi Management LP 0.38% No change 50,000 $3.8M
Americana Partners, LLC 0.12% Add +1.7% 49,833 $3.8M
Longfellow Investment Management Co. LLC 0.91% New 49,765 $3.8M
SummitTX Capital, L.P. 0.16% Add +547.6% 49,621 $3.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +0.4% 49,412 $3.8M
Profund Advisors LLC 0.12% Reduce -6.7% 49,388 $3.8M
Daiwa Securities Group Inc. 0.01% Add +5.7% 49,289 $3.8M
Guardian Partners Inc. 0.32% Reduce -0.8% 44,581 $3.8M
DAVENPORT & Co LLC 0.02% Add +174.3% 48,878 $3.7M
Stanley-Laman Group, Ltd. 0.53% Reduce -5.3% 48,315 $3.7M
Financial Gravity Asset Management, Inc. 0.72% — 47,758 $3.7M
Seascape Capital Management 1.05% Add +12.0% 47,750 $3.7M
HB Wealth Management, LLC 0.02% Add +72.0% 47,558 $3.6M
Choreo, LLC 0.05% Add +4.8% 47,079 $3.6M
Sound View Wealth Advisors Group, LLC 0.25% Add +2.8% 46,791 $3.6M
Ramirez Asset Management, Inc. 0.50% Reduce -5.1% 46,657 $3.6M
Clayton Partners LLC 2.71% Reduce -0.2% 46,651 $3.6M
Mgo One Seven LLC 0.08% Add +12.7% 46,424 $3.6M
SG Americas Securities, LLC 0.01% Add +345.8% 46,011 $3.5M
Verdence Capital Advisors LLC 0.20% Add +3.0% 41,502 $3.5M
Natural Investments, LLC 0.85% Add +0.5% 44,472 $3.4M
Aviso Financial Inc. 0.14% Add +5.2% 44,413 $3.4M
Nomura Holdings Inc. 0.02% New 44,241 $3.4M
LGT Fund Management Co Ltd. 0.27% No change 39,958 $3.4M
Composition Wealth, LLC 0.05% Add +1.8% 43,412 $3.3M
Evergreen Capital Management LLC 0.08% Add +29.4% 43,319 $3.3M
AMG National Trust Bank 0.08% Add +20.4% 42,983 $3.3M
Louisiana State Employees Retirement System 0.06% Reduce -1.8% 42,800 $3.3M
Callan Family Office, LLC 0.10% Reduce -23.5% 42,680 $3.3M
Dynasty Wealth Management, LLC 0.04% New 42,573 $3.3M
Madison Asset Management, LLC 0.04% Reduce -10.4% 42,179 $3.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +104.0% 41,809 $3.2M
IMC-Chicago, LLC 0.06% Reduce -5.5% 41,505 $3.2M
Pacer Advisors, Inc. 0.01% Reduce -6.5% 40,957 $3.1M
Toronto Dominion Bank 0.01% Reduce -24.8% 41,023 $3.1M
Caprock Group, LLC 0.08% — 38,595 $3.1M
Jones Financial Companies LLLP 0.00% Add +50.6% 41,565 $3.1M
Tudor Investment Corporation 0.02% Reduce -44.8% 39,286 $3.0M
Sequoia Financial Advisors, LLC 0.02% Add +4.9% 39,127 $3.0M
Campbell & CO Investment Adviser LLC 0.23% Add +12.7% 38,817 $3.0M
Concurrent Investment Advisors, LLC 0.05% Add +5.6% 38,498 $3.0M
My Personal CFO, LLC 1.14% New 38,411 $2.9M
Foundation Wealth Management, LLC\PA 1.14% No change 38,411 $2.9M
Simplify Asset Management Inc. 0.06% Add +13.8% 36,944 $2.8M
Snowden Capital Advisors LLC 0.08% Reduce -0.5% 36,574 $2.8M
Merit Financial Group, LLC 0.03% Add +4.5% 36,494 $2.8M
Aurora Investment Counsel 1.46% Reduce -0.7% 36,425 $2.8M
NorthCoast Asset Management LLC 0.01% Add +86.4% 36,343 $2.8M
Elevation Point Wealth Partners, LLC 0.19% Reduce -19.1% 36,225 $2.8M
Harvest Fund Management Co., Ltd 0.12% Add +6.5% 36,055 $2.8M
Tealwood Asset Management Inc. 1.11% Reduce -2.1% 35,873 $2.8M
Bellevue Group AG 0.06% Reduce -7.2% 35,644 $2.7M
Searle & Co. 0.72% No change 35,350 $2.7M
Exencial Wealth Advisors, LLC 0.09% Add +7.5% 35,175 $2.7M
Equitable Trust Co. 0.12% Reduce -2.2% 35,105 $2.7M
Ballentine Partners, LLC 0.04% Add +2.2% 35,006 $2.7M
Marks Group Wealth Management, Inc 0.25% Add +20.6% 34,450 $2.6M
Parr McKnight Wealth Management Group, LLC 0.34% Add +2.1% 33,969 $2.6M
Dorsey & Whitney Trust CO LLC 0.14% Reduce -0.5% 33,932 $2.6M
Yousif Capital Management, LLC 0.03% No change 33,778 $2.6M
Aperture Investors, LLC 0.36% No change 33,732 $2.6M
Columbus Macro, LLC 0.29% Add +1.0% 33,453 $2.6M
Compound Planning, Inc. 0.08% Add +37.7% 32,928 $2.5M
William Blair Investment Management, LLC 0.01% Reduce -0.2% 32,812 $2.5M
White Lighthouse Investment Management Inc. 0.38% No change 32,728 $2.5M
HM Payson & Co. 0.04% Reduce -7.0% 32,572 $2.5M
GC Wealth Management RIA, LLC 0.08% Add +5.1% 32,525 $2.5M
Money Concepts Capital Corp. 0.15% Add +0.6% 32,139 $2.5M
Qtron Investments LLC 0.30% Reduce -5.3% 31,671 $2.4M
Founders Financial Securities LLC 0.16% Add +7.4% 31,266 $2.4M
CenterBook Partners LP 0.12% New 31,263 $2.4M
Old Port Advisors 0.60% Add +4.0% 30,852 $2.4M
Horizon Investments, LLC 0.03% Add +7.2% 30,649 $2.4M
D.A. Davidson & Co. 0.01% Reduce -18.0% 30,474 $2.3M
Vise Technologies, Inc. 0.09% Add +0.5% 29,796 $2.3M
Oppenheimer & Co. Inc. 0.03% Add +7.4% 29,738 $2.3M
NTV Asset Management LLC 0.25% Reduce -6.9% 29,454 $2.3M
United Capital Financial Advisors, LLC 0.02% Reduce -23.8% 29,434 $2.3M
Pinnacle Associates Ltd. 0.03% Reduce -1.8% 29,114 $2.2M
HighPoint Advisor Group LLC 0.11% Add +8.2% 29,029 $2.2M
Valley National Advisers Inc. 0.34% Add +17.0% 28,721 $2.2M
Empowered Funds, LLC 0.02% New 28,199 $2.2M
Element Squared LLC 1.23% New 28,112 $2.2M
Jamison Private Wealth Management, Inc. 0.28% Add +0.0% 28,056 $2.2M
Level Four Advisory Services, LLC 0.07% Add +7.0% 27,513 $2.1M
1832 Asset Management L.P. 0.00% Reduce -6.0% 27,499 $2.1M
Kestra Private Wealth Services, LLC 0.03% Reduce -2.8% 27,121 $2.1M
Brooklyn Investment Group 0.28% Add +0.4% 29,664 $2.1M
Citizens National Bank Trust Department 0.37% Reduce -1.9% 26,946 $2.1M
Iams Wealth Management, LLC 0.83% Add +1.3% 26,836 $2.1M
Rhumbline Advisers 0.00% Reduce -7.9% 26,776 $2.1M
Wealthspire Advisors, LLC 0.01% Reduce -44.1% 25,972 $2.0M
Venturi Wealth Management, LLC 0.09% Reduce -0.1% 25,915 $2.0M
OneDigital Investment Advisors LLC 0.02% Add +6.0% 25,873 $2.0M
Burling Wealth Partners, LLC 0.33% Reduce -30.9% 25,736 $2.0M
Integrated Wealth Concepts LLC 0.02% Add +11.3% 25,611 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Add +12.1% 25,596 $2.0M
Oarsman Capital, Inc. 0.27% Add +9.1% 25,461 $2.0M
Engineers Gate Manager LP 0.02% Reduce -43.6% 25,377 $1.9M
Global Retirement Partners, LLC 0.04% Add +16.7% 25,348 $1.9M
Moody LYNN Lieberson & Walker, LLC 0.10% New 25,322 $1.9M
Dillon & Associates Inc. 0.25% Add +0.1% 25,221 $1.9M
Greenleaf Trust 0.02% Reduce -1.2% 25,262 $1.9M
Arax Advisory Partners 0.03% Add +387.8% 25,213 $1.9M
Lighthouse Investment Partners, LLC 0.07% Reduce -34.2% 25,000 $1.9M
Commerce Bank 0.01% Add +24.6% 24,582 $1.9M
Frank, Rimerman Advisors LLC 0.12% Add +18.8% 24,570 $1.9M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -1.5% 24,480 $1.9M
Equitable Holdings, Inc. 0.01% Add +10.9% 23,926 $1.8M
Smartleaf Asset Management LLC 0.11% Add +60.9% 24,748 $1.8M
Vaughan Nelson Investment Management, L.P. 0.02% New 23,726 $1.8M
SageView Advisory Group, LLC 0.06% New 23,590 $1.8M
Axxcess Wealth Management, LLC 0.04% Add +17.7% 23,530 $1.8M
Stephens Inc. 0.02% Reduce -0.3% 23,418 $1.8M
Optiver Holding B.V. 0.03% New 23,275 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6.4% 23,274 $1.8M
GTS Securities LLC 0.07% Reduce -65.8% 23,198 $1.8M
Wealthcare Advisory Partners LLC 0.04% Add +558.1% 23,126 $1.8M
Evelyn Partners Asset Management Ltd 0.40% Add +4.3% 23,091 $1.8M
Syon Capital LLC 0.09% Add +7.5% 23,007 $1.8M
Farringdon Capital, Ltd. 0.44% New 22,699 $1.7M
AdvisorNet Financial, Inc 0.10% Add +4.6% 22,525 $1.7M
Stablepoint Partners, LLC 0.27% Add +2.2% 22,411 $1.7M
Jump Financial, LLC 0.02% Reduce -33.1% 22,381 $1.7M
Diversify Advisory Services, LLC 0.06% Reduce -12.8% 20,762 $1.7M
Credit Agricole S A 0.01% — 21,999 $1.7M
Zions Bancorporation, National Association 0.08% Add +1.6% 21,899 $1.7M
Potomac Fund Management Inc. 0.07% Reduce -0.8% 21,523 $1.7M
CIBC Bancorp USA Inc. 0.01% — 21,508 $1.7M
NorthCrest Asset Manangement, LLC 0.04% Add +0.3% 19,043 $1.6M
Aaron Wealth Advisors LLC 0.10% Add +0.7% 21,215 $1.6M
Vista Investment Management 0.57% Add +5.7% 21,155 $1.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.12% No change 21,100 $1.6M
LMCG Investments, LLC 0.10% Reduce -3.0% 21,092 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Add +7.2% 21,092 $1.6M
Perigon Wealth Management, LLC 0.03% Add +2.9% 21,079 $1.6M
Hohimer Wealth Management, LLC 0.23% Add +7.1% 21,038 $1.6M
Meitav Investment House Ltd. 0.02% Reduce -0.7% 21,040 $1.6M
GeoWealth Management, LLC 0.06% Reduce -1.7% 20,959 $1.6M
First American Bank 0.10% Reduce -0.7% 20,804 $1.6M
Sagespring Wealth Partners, LLC 0.03% Add +21.6% 20,780 $1.6M
Pinnacle Wealth Planning Services, Inc. 0.19% Add +12.7% 20,758 $1.6M
Nomura Asset Management Co. Ltd. 0.00% Reduce -38.4% 20,720 $1.6M
TD Private Client Wealth LLC 0.04% Add +2.8% 20,683 $1.6M
Canandaigua National Bank & Trust Co. 0.14% Add +4.0% 20,597 $1.6M
Monte Financial Group, LLC 0.58% Reduce -9.8% 20,479 $1.6M
Checchi Capital Advisers, LLC 0.11% Add +3.1% 20,463 $1.6M
Thrivent Financial for Lutherans 0.00% Add +2.4% 20,365 $1.6M
MAI Capital Management 0.01% Reduce -10.0% 20,356 $1.6M
J.W. Cole Advisors, Inc. 0.03% Reduce -3.0% 20,342 $1.6M
Advisory Services Network, LLC 0.02% Add +1.3% 20,191 $1.5M
Dymon Asia Capital (singapore) Pte. LTD. 0.62% No change 20,000 $1.5M
Ameritas Investment Partners, Inc. 0.05% Add +0.3% 19,592 $1.5M
JARISLOWSKY, FRASER Ltd 0.01% Add +13.2% 19,548 $1.5M
Florida Trust Wealth Management Co 0.04% Add +5.0% 19,398 $1.5M
West Family Investments, Inc. 0.33% Add +1.2% 19,351 $1.5M
Savant Capital, LLC 0.01% Reduce -2.4% 19,206 $1.5M
Blue Trust, Inc. 0.02% Add +3.6% 19,129 $1.5M
NJ State Employees Deferred Compensation Plan 0.16% No change 19,118 $1.5M
Wealth Alliance, LLC 0.15% Add +1.8% 19,037 $1.5M
Laurion Capital Management LP 0.21% New 19,000 $1.5M
HAP Trading, LLC 0.40% — 18,965 $1.5M
Sectoral Asset Management Inc. 0.89% Add +0.6% 18,750 $1.4M
Regions Financial Corp. 0.01% Reduce -36.3% 18,689 $1.4M
Personal Cfo Solutions, LLC 0.25% Add +13.2% 18,681 $1.4M
Coppell Advisory Solutions LLC 0.15% Reduce -5.7% 19,254 $1.4M
Forum Financial Management, LP 0.02% Add +2.1% 18,537 $1.4M
TLWM 0.26% Add +6.3% 18,517 $1.4M
Sowell Financial Services LLC 0.05% Add +11.3% 18,415 $1.4M
Texas Bank & Trust Co 0.53% Add +4.5% 18,228 $1.4M
Arkadios Wealth Advisors 0.03% Add +62.6% 18,205 $1.4M
Valeo Financial Advisors, LLC 0.03% Add +2.7% 18,027 $1.4M
Lester Murray Antman dba SimplyRich 0.37% Add +0.2% 17,901 $1.4M
Brian Low Financial Group, LLC 1.06% Add +28.8% 17,730 $1.4M
Point72 Hong Kong Ltd 0.06% Add +217.0% 17,589 $1.3M
Bank of Hawaii 0.07% Add +8.0% 17,560 $1.3M
IHT Wealth Management, LLC 0.03% Add +10.9% 17,473 $1.3M
XTX Topco Ltd 0.07% New 17,280 $1.3M
SALT Holding Corp. 1.67% New 17,200 $1.3M
Hancock Whitney Corp. 0.02% Add +1.8% 17,195 $1.3M
Stonegate Investment Group, LLC 0.03% Reduce -1.5% 16,999 $1.3M
Cwm, LLC 0.00% Reduce -10.7% 16,953 $1.3M
Comprehensive Financial Consultants Institutional, Inc. 0.40% Add +1.7% 16,858 $1.3M
Coldstream Capital Management Inc. 0.02% Reduce -0.6% 16,816 $1.3M
44 Wealth Management LLC 0.44% Add +0.8% 16,722 $1.3M
Altfest L J & Co. Inc. 0.14% Reduce -1.3% 16,648 $1.3M
Wolverine Trading, LLC 0.03% New 17,192 $1.3M
Transcend Capital Advisors, LLC 0.09% Reduce -9.3% 16,573 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Add +1.6% 16,531 $1.3M
Ascent Group, LLC 0.04% Add +2.8% 16,515 $1.3M
Norinchukin Bank, The 0.02% Reduce -5.8% 16,488 $1.3M
Intrust Bank NA 0.10% Add +5.0% 16,312 $1.3M
Montecito Bank & Trust 0.19% — 16,277 $1.2M
Pitcairn Co. 0.10% Reduce -13.9% 16,184 $1.2M
Allworth Financial LP 0.01% Add +1.9% 16,153 $1.2M
Cooper Financial Group 0.14% Add +4.1% 16,114 $1.2M
Catalyst Funds Management Pty Ltd 0.19% New 16,100 $1.2M
Figure 8 Investment Strategies LLC 1.10% Add +14.0% 16,049 $1.2M
SeaCrest Wealth Management, LLC 0.13% Reduce -7.4% 14,395 $1.2M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.0% 16,003 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -26.1% 15,774 $1.2M
Fulton Bank, N.A. 0.04% Reduce -1.8% 15,762 $1.2M
Apollon Wealth Management, LLC 0.02% Add +2.2% 15,603 $1.2M
Cyndeo Wealth Partners, LLC 0.07% Reduce -4.7% 15,596 $1.2M
MMBG Investment Advisors Co. 0.11% Add +11.8% 15,519 $1.2M
Gradient Investments LLC 0.02% Add +68.3% 15,385 $1.2M
Exchange Traded Concepts, LLC 0.01% Reduce -5.7% 15,376 $1.2M
LVW Advisors, LLC 0.12% Reduce -4.1% 15,317 $1.2M
Optas, LLC 0.20% Add +0.7% 15,085 $1.2M
Westport Asset Management Inc. 0.48% No change 15,000 $1.2M
ExodusPoint Capital Management, LP 0.02% New 14,987 $1.1M
Parallel Advisors, LLC 0.02% Add +6.7% 14,870 $1.1M
CSM Advisors, LLC 0.03% New 14,879 $1.1M
UMB Bank, n.a. 0.02% Reduce -1.6% 14,744 $1.1M
Malaga Cove Capital, LLC 0.41% Add +4.2% 14,603 $1.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.48% Reduce -0.3% 14,590 $1.1M
Meridian Wealth Management, LLC 0.04% Add +3.5% 14,543 $1.1M
Dynamic Advisor Solutions LLC 0.03% Reduce -1.3% 14,505 $1.1M
Gibbs Wealth Management 0.25% Reduce -1.0% 14,444 $1.1M
SkyView Investment Advisors, LLC 0.14% Add +1.2% 14,387 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.46% Add +0.0% 14,371 $1.1M
Sterling Capital Management LLC 0.02% Reduce -21.0% 14,346 $1.1M
Burney Co./ 0.03% Reduce -4.7% 14,287 $1.1M
Hilltop Holdings Inc. 0.06% New 14,237 $1.1M
AlphaCore Capital LLC 0.04% Add +77.3% 14,230 $1.1M
Public Employees Retirement System of Ohio 0.00% Reduce -31.2% 14,168 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.67% New 14,126 $1.1M
Perpetual Ltd 0.01% Reduce -21.3% 14,119 $1.1M
Avestar Capital, LLC 0.08% Reduce -0.4% 14,096 $1.1M
Tepp RIA, LLC 1.22% New 14,002 $1.1M
VELA Investment Management, LLC 0.31% Reduce -6.5% 13,987 $1.1M
A. D. Beadell Investment Counsel, Inc. 0.73% No change 13,960 $1.1M
Carnegie Investment Counsel 0.02% No change 13,935 $1.1M
Brevan Howard Capital Management LP 0.02% New 13,912 $1.1M
Capitolis Liquid Global Markets LLC 0.01% New 13,900 $1.1M
Icon Wealth Advisors, LLC 0.07% Add +7.3% 13,885 $1.1M
Legacy Financial Advisors, Inc. 0.15% New 13,809 $1.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.37% Reduce -10.8% 13,764 $1.1M
Moors & Cabot, Inc. 0.05% Add +71.1% 13,711 $1.1M
Rexford Capital Inc. 0.81% Add +0.8% 13,673 $1.0M
Cookson Peirce & Co. Inc. 0.04% New 13,666 $1.0M
Mutual Advisors, LLC 0.02% Reduce -5.1% 12,500 $1.0M
Leavell Investment Management, Inc. 0.04% Reduce -8.5% 13,253 $1.0M
Brown Advisory Inc. 0.00% Reduce -13.9% 13,185 $1.0M
Fiduciary Trust Co 0.01% Add +9.4% 13,132 $1.0M
World Investment Advisors 0.02% Add +20.6% 12,971 $995K
Cozad Asset Management Inc. 0.08% Add +1.5% 12,953 $994K
Hanson & Doremus Investment Management 0.12% Reduce -10.4% 12,832 $984K
Phillips Wealth Planners LLC 0.81% Add +33.9% 11,412 $976K
Sage Rhino Capital LLC 0.19% Add +3.6% 12,693 $974K
First Affirmative Financial Network 0.46% Add +10.3% 12,685 $973K
Advocate Group LLC 0.16% Reduce -0.3% 12,531 $961K
Venture Visionary Partners LLC 0.03% Reduce -0.3% 12,483 $958K
Sanders Morris Harris LLC 0.13% New 12,379 $950K
Brucke Financial, Inc. 0.55% Add +33.3% 11,476 $946K
Summit Trail Advisors, LLC 0.01% Add +8.6% 12,321 $945K
Tiaa Trust, National Association 0.00% Add +5.0% 12,277 $942K
Hartford Funds Management Co LLC 0.08% Reduce -13.8% 12,234 $939K
SIH Partners, LLLP 0.08% Reduce -0.5% 12,195 $936K
Calamos Advisors LLC 0.01% Reduce -0.0% 12,188 $935K
Marietta Investment Partners LLC 0.18% Reduce -0.4% 12,184 $935K
Old National Bancorp 0.02% Add +8.7% 12,178 $934K
Wedmont Private Capital 0.03% Reduce -1.0% 10,855 $932K
Kingsview Wealth Management, LLC 0.01% Reduce -2.8% 12,145 $932K
Flaharty Asset Management, LLC 0.12% No change 12,099 $928K
Connable Office Inc. 0.09% No change 12,015 $922K
Cherokee Insurance Co 0.39% No change 12,000 $921K
Empire Financial Management Company, LLC 0.21% No change 12,000 $921K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +69.5% 11,892 $912K
CENTRAL TRUST Co 0.02% Add +3.9% 11,866 $910K
Westerkirk Capital Inc. 0.10% New 11,810 $906K
Confluence Wealth Services, Inc. 0.04% Reduce -0.8% 11,748 $901K
Rathbones Group PLC 0.00% No change 11,737 $900K
PDS Planning, Inc 0.06% Add +11.2% 11,671 $895K
DE Burlo Group Inc. 0.11% No change 11,626 $892K
Bridgewater Advisors Inc. 0.06% Add +1.5% 10,619 $890K
Amundi 0.00% Add +0.9% 10,364 $886K
Horizon Kinetics Asset Management LLC 0.01% Reduce -4.0% 11,476 $880K
Grove Bank & Trust 0.10% Reduce -2.4% 11,475 $880K
Focus Partners Advisor Solutions, LLC 0.01% Add +53.8% 10,307 $875K
Rehmann Capital Advisory Group 0.05% Add +14.8% 11,330 $869K
Stockman Wealth Management, Inc. 0.11% No change 11,277 $865K
Marotta Asset Management 0.16% Reduce -4.1% 10,230 $863K
GAMMA Investing LLC 0.05% Add +25.9% 11,235 $862K
Sittner & Nelson, LLC 0.31% No change 11,225 $861K
Cresset Asset Management, LLC 0.00% Add +54.3% 11,201 $859K
AE Wealth Management LLC 0.01% Add +3.6% 11,200 $859K
Wedbush Securities Inc. 0.03% Add +29.7% 11,192 $859K
RB Capital Management, LLC 0.18% Add +5.3% 11,092 $851K
Bearing Point Capital, LLC 0.15% Reduce -7.7% 11,072 $849K
Sunbelt Securities, Inc. 0.06% Reduce -4.8% 11,063 $849K
Kathmere Capital Management, LLC 0.06% Add +44.1% 10,865 $834K
Boothbay Fund Management, LLC 0.02% New 10,841 $832K
Versant Capital Management, Inc 0.11% Add +19.4% 10,824 $830K
Calydon Capital 0.13% Reduce -65.2% 10,822 $830K
Keel Point, LLC 0.05% Reduce -0.7% 10,736 $824K
Essex Financial Services, Inc. 0.05% Add +0.1% 10,713 $822K
Clarius Group, LLC 0.05% Reduce -20.7% 10,671 $819K
Supplemental Annuity Collective Trust of NJ 0.21% No change 10,621 $815K
Berkshire Asset Management LLC 0.03% No change 10,565 $811K
Canandaigua National Trust Co of Florida 0.64% Reduce -6.5% 10,500 $806K
Courier Capital LLC 0.05% Reduce -17.0% 10,377 $796K
Signature Estate & Investment Advisors LLC 0.02% Add +14.3% 10,343 $794K
Point72 (DIFC) Ltd 0.06% Reduce -81.4% 10,325 $792K
Choate Investment Advisors 0.02% Reduce -1.0% 10,308 $791K
Harbour Investments, Inc. 0.02% Add +8.6% 10,253 $787K
Farther Finance Advisors, LLC 0.01% Add +40.0% 10,228 $785K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -8.2% 10,203 $783K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.3% 10,148 $779K
Clearstead Advisors, LLC 0.01% Add +6.2% 10,120 $776K
Channing Global Advisors, LLC 0.54% Add +3.8% 10,092 $774K
Portside Wealth Group, LLC 0.11% Add +18.9% 10,071 $773K
1620 Investment Advisors, Inc. 0.52% Add +0.4% 9,988 $766K
Vontobel Holding Ltd. 0.00% No change 9,925 $761K
May Hill Capital, LLC 0.22% Add +6.9% 9,827 $754K
Whalen Wealth Management Inc. 0.44% New 9,719 $746K
Baker Tilly Wealth Management, LLC 0.17% Add +2.8% 9,699 $744K
Huntington National Bank 0.01% Reduce -2.8% 9,690 $743K
Krilogy Financial LLC 0.03% New 9,003 $731K
Accurate Wealth Management, LLC 0.10% Add +0.9% 8,575 $730K
Guerra Pan Advisors, LLC 0.44% No change 9,509 $730K
Riverview Capital Advisers, LLC 0.21% Reduce -20.9% 9,491 $728K
Nwam LLC 0.04% Add +23.2% 8,667 $723K
Insigneo Advisory Services, LLC 0.05% Add +15.9% 9,424 $723K
Johnson Investment Counsel Inc. 0.01% Reduce -3.4% 9,422 $723K
Henshaw Capital LLC 0.03% Reduce -69.1% 9,380 $720K
Texas Yale Capital Corp. 0.02% Reduce -6.6% 9,330 $716K
Aries Wealth Management 0.17% Reduce -3.1% 9,248 $710K
Covenant Partners, LLC 0.20% No change 9,246 $709K
Brown Brothers Harriman & Co. 0.00% Add +0.4% 9,208 $706K
Summit Securities Group LLC 0.23% New 9,174 $704K
Mesirow Financial Investment Management, Inc. 0.01% Add +9.8% 9,152 $702K
ICICI Prudential Asset Management Co Ltd 0.07% Add +20.8% 9,021 $692K
Nordea Investment Management AB 0.00% Add +7.6% 9,253 $692K
Denali Advisors LLC 0.08% Reduce -35.8% 8,975 $689K
Heritage Family Offices, LLP 0.32% Reduce -1.4% 8,894 $682K
Ellevest, Inc. 0.10% Add +0.5% 8,860 $680K
Heritage Wealth Management, Inc. 0.20% No change 8,842 $678K
AA Financial Advisors, LLC 0.13% Add +3.1% 8,829 $677K
Legacy Capital Wealth Partners, LLC 0.15% Add +4.1% 8,787 $674K
Community Bank & Trust, Waco, Texas 0.14% Add +10.1% 8,784 $674K
Lineweaver Wealth Advisors, LLC 0.10% Add +8.0% 8,770 $673K
Arete Wealth Advisors, LLC 0.04% Add +9.1% 8,694 $671K
STF Management LP 0.25% Reduce -2.4% 8,743 $671K
Greystone Financial Group, LLC 0.10% Add +1.2% 8,707 $668K
Nilsine Partners, LLC 0.06% Reduce -0.4% 8,673 $665K
Berman McAleer LLC 0.09% — 8,660 $664K
HBK Sorce Advisory LLC 0.02% Reduce -0.2% 7,785 $660K
Summit Financial, LLC 0.01% Reduce -2.3% 8,579 $658K
Key Financial Inc 0.12% Add +0.3% 7,792 $657K
Crumly & Associates Inc. 0.14% Add +20.6% 8,523 $654K
Oakworth Capital, Inc. 0.04% No change 8,408 $645K
Columbia Asset Management 0.12% No change 8,379 $643K
Centiva Capital, LP 0.06% New 8,330 $639K
Thoroughbred Financial Services, LLC 0.04% Reduce -4.7% 8,159 $626K
Journey Strategic Wealth LLC 0.02% Add +0.3% 8,141 $625K
ABN AMRO Bank N.V. 0.01% New 8,164 $624K
Gallacher Capital Management LLC 0.25% Add +24.1% 8,104 $622K
Mission Wealth Management, LP 0.01% Reduce -1.4% 8,104 $622K
Beacon Investment Advisory Services, Inc. 0.03% No change 8,087 $620K
Norden Group LLC 0.06% Add +19.1% 8,067 $619K
Kendall Capital Management 0.14% Add +0.3% 8,033 $616K
Cullinan Associates Inc. 0.04% No change 8,026 $616K
Ar Asset Management Inc. 0.13% No change 8,000 $614K
Five Oceans Advisors 0.23% Add +5.3% 7,994 $613K
Bank of Nova Scotia 0.00% Add +52.2% 7,956 $610K
Ascentis Independent Advisors 0.10% Add +12.1% 7,895 $606K
Skba Capital Management LLC 0.08% Add +6.8% 7,891 $605K
Ameriflex Group, Inc. 0.22% Reduce -23.3% 7,792 $598K
First City Capital Management, Inc. 0.32% Reduce -4.0% 7,788 $597K
Integrity Alliance, Llc. 0.03% Add +61.5% 7,785 $597K
FDx Advisors, Inc. 0.18% Reduce -4.7% 7,181 $592K
OMERS ADMINISTRATION Corp 0.00% New 7,600 $583K
Jacobi Capital Management LLC 0.04% Add +19.8% 7,581 $582K
Coastline Trust Co 0.06% No change 7,570 $581K
Advisors Capital Management, LLC 0.01% Reduce -5.0% 7,537 $578K
FSM Wealth Advisors, LLC 0.08% Add +9.1% 7,526 $577K
Flagship Harbor Advisors, LLC 0.03% Reduce -3.1% 7,514 $576K
Fca Corp. 0.16% No change 7,500 $575K
Simplicity Wealth,LLC 0.03% Reduce -5.5% 7,433 $570K
LVM Capital Management Ltd. 0.05% No change 7,411 $569K
Centaurus Financial, Inc. 0.03% Add +5.2% 7,419 $569K
Allianz SE 0.01% Add +2.6% 7,409 $568K
180 Wealth Advisors, LLC 0.07% Reduce -1.0% 7,374 $566K
Alteri Wealth LLC 0.19% Add +5.0% 7,346 $564K
Evelyn Partners Investment Management LLP 0.02% Add +73.8% 7,298 $560K
Cohen Investment Advisors LLC 0.27% Add +3.9% 7,279 $558K
McLean Asset Management Corp 0.11% Add +3.7% 6,494 $555K
EverSource Wealth Advisors, LLC 0.02% Reduce -5.6% 7,232 $555K
Wick Capital Partners, LLC 0.13% Reduce -67.2% 7,205 $553K
Independent Advisor Alliance 0.01% Add +14.0% 7,122 $546K
Stock Yards Bank & Trust Co. 0.02% Add +6.5% 7,114 $546K
First Manhattan Co. Llc. 0.00% Reduce -3.0% 7,100 $545K
NWF Advisory Services Inc. 0.06% Reduce -18.5% 7,071 $542K
Chung Wu Investment Group, LLC 0.45% No change 7,050 $541K
Everpar Advisors LLC 0.21% Reduce -2.2% 7,043 $540K
Diversified Enterprises, LLC 0.04% Add +0.6% 7,004 $537K
Corient IA LP 0.40% No change 7,000 $537K
Howland Capital Management LLC 0.02% Reduce -0.7% 7,000 $537K
Fruth Investment Management 0.15% No change 6,998 $536K
Haverford Trust Co 0.00% Reduce -18.7% 6,971 $535K
Voleon Capital Management LP 0.01% New 6,937 $532K
Trust Co. of Toledo NA 0.05% No change 6,921 $531K
Fiera Capital Corp 0.00% Add +23.8% 6,918 $531K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.8% 6,882 $528K
Prospector Partners LLC 0.06% Reduce -26.7% 6,877 $528K
Sivia Capital Partners, LLC 0.15% Reduce -5.2% 6,859 $526K
Brighton Jones LLC 0.01% Add +0.8% 6,857 $526K
Traveka Wealth, LLC 0.23% Add +27.5% 6,840 $525K
Pointe Capital Management LLC 0.25% No change 6,784 $520K
New England Research & Management, Inc. 0.24% Reduce -58.0% 6,697 $514K
CenterStar Asset Management, LLC 0.97% New 6,679 $512K
Westover Capital Advisors, LLC 0.09% New 6,649 $510K
Koshinski Asset Management, Inc. 0.04% Add +1.1% 6,644 $510K
Moloney Securities Asset Management, LLC 0.06% Add +17.1% 6,643 $510K
Avantra Family Wealth, Inc. 0.38% Reduce -0.8% 6,592 $506K
Verition Fund Management LLC 0.00% Reduce -70.7% 6,562 $503K
Stonegate Management LLC 0.33% — 6,500 $499K
Fifth Third Bancorp 0.00% Add +16.6% 6,476 $497K
Voya Financial Advisors, Inc. 0.05% Reduce -11.2% 6,689 $496K
SVB Wealth LLC 0.03% Reduce -12.1% 6,432 $493K
SBI Securities Co., Ltd. 0.01% Reduce -2.6% 6,396 $491K
Grandfield & Dodd, LLC 0.03% Add +1.0% 6,377 $489K
Quantum Portfolio Management LLC 0.14% Add +1.8% 6,256 $480K
Moneco Advisors, LLC 0.04% Add +85.0% 6,215 $477K
Csenge Advisory Group 0.02% Add +17.7% 6,200 $476K
Signal Advisors Wealth, LLC 0.04% New 6,165 $473K
XML Financial, LLC 0.04% No change 6,148 $472K
CreativeOne Wealth, LLC 0.01% Add +10.4% 6,140 $471K
Cromwell Holdings LLC 0.25% No change 6,119 $469K
Focus Financial Network, Inc. 0.02% Reduce -6.1% 6,102 $468K
SFE Investment Counsel 0.07% No change 6,085 $467K
BKM Wealth Management, LLC 0.17% Reduce -15.4% 6,060 $465K
Williams Jones Wealth Management, LLC. 0.01% Add +7.0% 6,032 $463K
Driehaus Capital Management LLC 0.00% Reduce -49.1% 6,018 $462K
Diversified Trust Co. 0.01% Reduce -16.2% 5,972 $458K
Spire Wealth Management 0.02% Reduce -4.3% 5,960 $457K
Beverly Hills Private Wealth, LLC 0.08% Reduce -2.4% 5,942 $456K
Clean Yield Group 0.13% No change 5,900 $453K
Atlatl Advisers LLC 0.18% Add +27.9% 5,886 $452K
Breakwater Capital Group 0.07% Reduce -1.9% 5,811 $446K
GPS Wealth Strategies Group, LLC 0.05% No change 5,801 $445K
Pinnacle Financial Partners Inc 0.01% Add +40.1% 5,772 $443K
PFG Advisors 0.02% Add +18.2% 5,729 $440K
True North Advisors, LLC 0.07% Add +9.5% 5,724 $439K
Sentinel Trust Co. Lba 0.04% New 5,710 $438K
Ausdal Financial Partners, Inc. 0.02% New 5,701 $437K
Abel Hall, LLC 0.18% Add +4.1% 5,682 $436K
Aprio Wealth Management, LLC 0.04% Add +47.2% 5,649 $433K
Pines Wealth Management, LLC 0.15% Reduce -10.0% 5,638 $433K
Cary Street Partners Financial LLC 0.01% Reduce -7.3% 5,609 $430K
Spinnaker Investment Group, LLC 0.08% No change 5,580 $428K
Alhambra Investment Management LLC 0.20% Add +21.7% 5,575 $428K
Hamilton Wealth, LLC 0.09% Add +74.0% 5,560 $427K
Empower Advisory Group, LLC 0.00% Add +10.3% 5,523 $424K
Monetary Management Group Inc. 0.10% No change 5,500 $422K
Banco de Sabadell, S.A 0.28% Reduce -8.0% 5,534 $420K
Gryphon Financial Partners LLC 0.05% Add +12.8% 5,472 $420K
Integrated Advisors Network LLC 0.02% Add +30.9% 5,434 $417K
Archford Capital Strategies, LLC 0.05% Reduce -0.1% 5,410 $415K
Canopy Partners, LLC 0.14% Add +8.1% 5,401 $414K
Foster Victor Wealth Advisors, LLC 0.03% Add +26.6% 4,849 $414K
Capital Asset Advisory Services LLC 0.02% Reduce -4.1% 5,391 $414K
Nations Financial Group Inc, /Ia/ 0.03% Add +4.1% 5,369 $412K
Moody National Bank Trust Division 0.03% Reduce -1.4% 5,360 $411K
Arista Wealth Management, LLC 0.05% Reduce -42.8% 5,342 $410K
North Star Asset Management Inc. 0.02% Add +23.6% 5,314 $408K
PFG Investments, LLC 0.02% Add +2.6% 5,306 $407K
Verity Asset Management, Inc. 0.13% New 5,294 $406K
Legacy Capital Group California, Inc. 0.10% New 5,287 $406K
Colonial River Investments, LLC 0.15% Add +12.5% 5,284 $405K
Argent Trust Co 0.01% Reduce -12.7% 5,267 $404K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -1.0% 5,238 $402K
Mosaic Financial Group, LLC 0.28% Add +0.6% 5,205 $399K
Institute for Wealth Management, LLC. 0.04% Reduce -0.7% 5,200 $399K
Sage Mountain Advisors LLC 0.02% Add +25.7% 5,180 $397K
Essex Bank 0.09% Reduce -3.2% 5,163 $396K
LaSalle St. Investment Advisors, LLC 0.07% Reduce -2.8% 5,158 $395K
Sageworth Trust Co 0.02% New 5,143 $395K
Itau Unibanco Holding S.A. 0.01% Reduce -30.5% 5,127 $393K
Connecticut Wealth Management, LLC 0.02% Reduce -1.4% 5,090 $391K
JFS Wealth Advisors, LLC 0.02% Reduce -0.3% 5,088 $390K
Great Valley Advisor Group, Inc. 0.01% Add +1.9% 5,043 $386K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.0% 5,036 $386K
Aptus Capital Advisors, LLC 0.00% Reduce -5.6% 5,018 $385K
Noesis Capital Mangement Corp. 0.06% No change 5,009 $384K
Argonautica Private Wealth Management, Inc. 0.11% Add +9.0% 4,959 $380K
McKinley Carter Wealth Services, Inc. 0.02% No change 4,911 $377K
Blue Barn Wealth, LLC 0.17% New 4,904 $376K
Peregrine Asset Advisers, Inc. 0.11% No change 4,900 $376K
Seven Mile Advisory 0.06% Add +11.5% 4,896 $376K
Independent Financial Group, LLC 0.01% Add +5.0% 4,887 $375K
Riversedge Advisors, LLC 0.06% Add +20.3% 4,880 $374K
GDS Wealth Management 0.02% Reduce -1.2% 4,859 $373K
Dakota Wealth Management 0.01% Reduce -64.5% 4,854 $372K
GM Advisory Group, LLC 0.02% No change 4,845 $372K
IFP Advisors, Inc 0.01% Reduce -11.9% 4,829 $370K
Astoria Portfolio Advisors LLC. 0.10% Add +0.0% 4,339 $370K
Redwood Investment Management, LLC 0.04% Add +2.0% 4,811 $369K
Glenview Trust Co 0.01% Reduce -6.2% 4,793 $368K
Sonora Investment Management Group, LLC 0.03% Add +38.4% 4,782 $367K
Cetera Trust Company, N.A 0.20% No change 4,745 $364K
Bank of Stockton 0.10% Reduce -3.3% 4,738 $363K
111 Capital 0.07% Add +2.0% 4,736 $363K
Gateway Investment Advisers LLC 0.00% Add +1.3% 4,734 $363K
Joel Isaacson & Co., LLC 0.01% No change 4,695 $360K
Wealth Dimensions Group, Ltd. 0.07% Add +0.1% 4,694 $360K
Advisors Management Group Inc. 0.06% No change 4,696 $360K
Consolidated Portfolio Review Corp 0.05% Reduce -1.0% 4,688 $360K
National Philanthropic Trust 0.00% Add +40.0% 4,682 $359K
Optivise Advisory Services LLC 0.21% Add +0.5% 4,674 $359K
Advisors Preferred, LLC 0.05% New 4,223 $356K
Strategic Investment Solutions, Inc. 0.09% No change 4,633 $355K
Parsonex Advisory Services, Inc. 0.24% Reduce -1.1% 4,629 $355K
Evoke Wealth, LLC 0.01% Add +20.8% 4,608 $354K
Sigma Planning Corp 0.01% Add +0.1% 4,603 $353K
Hilltop National Bank 0.09% No change 4,598 $353K
Souders Financial Advisors 0.04% Add +25.9% 4,580 $351K
Holistic Financial Partners 0.14% Add +9.0% 4,543 $349K
Opal Wealth Advisors, LLC 0.10% Reduce -3.6% 4,525 $347K
King Luther Capital Management Corp. 0.00% Add +22.5% 4,507 $346K
NorthRock Partners, LLC 0.01% Reduce -2.3% 4,466 $343K
Jain Global LLC 0.00% New 4,450 $341K
Aspen Grove Capital, LLC 0.06% Reduce -31.2% 4,419 $339K
Net Worth Advisory Group 0.10% Reduce -1.6% 4,410 $338K
Widmann Financial Services, Inc. 0.21% No change 4,351 $334K
West Michigan Advisors, LLC 0.08% Add +24.9% 4,349 $334K
Procyon Advisors, LLC 0.02% Reduce -10.8% 4,338 $333K
Thompson Siegel & Walmsley LLC 0.01% No change 4,324 $332K
Main Street Financial Solutions, LLC 0.02% New 4,325 $332K
Transamerica Financial Advisors, LLC 0.03% Add +162.5% 4,324 $332K
TD Waterhouse Canada Inc. 0.00% Add +20.3% 3,924 $331K
Fairvoy Private Wealth, LLC 0.08% Reduce -4.7% 4,316 $331K
DeDora Capital, Inc. 0.08% No change 4,302 $330K
FRG Family Wealth Advisors LLC 0.05% No change 4,300 $330K
Great Diamond Partners, LLC 0.06% Reduce -6.2% 4,287 $329K
Patriot Investment Management Group, Inc. 0.02% Reduce -4.8% 4,279 $328K
Murphy & Mullick Capital Management Corp 0.24% No change 4,224 $327K
Townsquare Capital LLC 0.05% Reduce -53.8% 4,257 $327K
Howard Financial Services, LTD. 0.04% No change 4,240 $325K
Northstar Financial Companies, Inc. 0.30% Add +0.4% 4,236 $325K
Horizon Family Wealth, Inc. 0.19% Add +0.6% 4,223 $324K
Affinity Wealth Management LLC 0.05% Add +2.5% 4,199 $322K
Pure Financial Advisors, LLC 0.01% Add +30.4% 4,198 $322K
Xponance LLC 0.00% Add +18.5% 4,189 $321K
Clearstead Trust, LLC 0.05% Reduce -2.7% 4,187 $321K
First Financial Bank - Trust Division 0.03% Reduce -0.1% 4,151 $318K
Visionary Wealth Advisors 0.01% Add +0.5% 4,137 $317K
Covenant Asset Management, LLC 0.06% Reduce -2.4% 4,134 $317K
Inscription Capital, LLC 0.03% New 4,125 $316K
South Street Advisors LLC 0.04% New 4,125 $316K
LifeGuide Financial Advisors, LLC 0.12% No change 4,426 $316K
SFG Wealth Management, LLC. 0.14% Add +1.6% 4,119 $316K
Traub Capital Management LLC 0.31% Add +3.3% 4,115 $316K
Simon Quick Advisors, LLC 0.01% Add +12.6% 4,086 $313K
Simmons Bank 0.02% Reduce -46.9% 4,079 $313K
Thrive Wealth Management, LLC 0.05% Add +0.7% 4,075 $313K
Private Trust Co. NA 0.03% Add +2.2% 4,036 $310K
AlTi Global, Inc. 0.01% Reduce -15.1% 4,012 $308K
Axis Wealth Partners, LLC 0.18% Reduce -1.6% 4,002 $307K
Cary Street Partners Investment Advisory LLC 0.13% Add +27.8% 4,002 $307K
ICW Investment Advisors LLC 0.11% No change 4,000 $307K
Cove Private Wealth, LLC 0.10% No change 4,000 $307K
a16z Perennial Management, L.P. 0.02% New 3,986 $306K
Cora Capital Advisors LLC 0.13% Add +0.3% 3,976 $305K
Smithfield Trust Co 0.01% No change 3,978 $304K
Barry Investment Advisors, LLC 0.07% Reduce -1.0% 3,962 $304K
KCM Investment Advisors LLC 0.01% Reduce -12.7% 3,957 $304K
Certuity, LLC 0.02% Reduce -8.7% 3,934 $302K
Fidelis Capital Partners, LLC 0.02% Add +7.6% 3,932 $302K
Sonoma Allocations LLC 0.11% — 3,593 $301K
Modern Wealth Management, LLC 0.01% Add +6.5% 3,919 $301K
Guardian Wealth Management, Inc. 0.18% Add +0.1% 3,912 $300K
Blueshift Asset Management, LLC 0.09% Add +5.1% 3,883 $298K
Canal Capital Management, LLC 0.04% Add +3.9% 3,871 $297K
VestGen Advisors, LLC 0.01% New 3,855 $296K
First Western Trust Bank 0.01% No change 3,843 $295K
First Long Island Investors, LLC 0.02% No change 3,841 $295K
Hartford Financial Management Inc. 0.08% Add +183.8% 3,834 $294K
Magnus Financial Group LLC 0.02% Add +0.2% 3,799 $291K
Chapin Davis, Inc. 0.07% Add +3.3% 3,795 $291K
BridgePort Financial Solutions, LLC 0.08% Add +26.8% 3,790 $291K
Wolverine Asset Management LLC 0.02% No change 3,743 $287K
Lavaca Capital LLC 0.05% No change 3,742 $287K
Veery Capital, LLC 0.09% Add +1.4% 3,731 $286K
Cordatus Wealth Management LLC 0.07% Add +2.1% 3,717 $285K
Drive Wealth Management, LLC 0.06% Add +13.4% 3,711 $285K
Hardy Reed LLC 0.02% Add +10.8% 3,698 $284K
Philadelphia Trust Co. 0.02% No change 3,686 $283K
Genesis Private Wealth, LLC 0.12% Reduce -1.5% 3,683 $283K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Reduce -77.0% 3,672 $282K
Hudock, Inc. 0.04% Add +1.8% 3,666 $281K
Pekin Hardy Strauss, Inc. 0.03% No change 3,650 $280K
Ashton Thomas Private Wealth, LLC 0.01% Add +20.8% 3,650 $280K
Greatmark Investment Partners, Inc. 0.03% No change 3,643 $279K
Triad Wealth Partners, LLC 0.04% Add +5.5% 3,606 $277K
Cobblestone Capital Advisors LLC 0.01% Add +12.8% 3,582 $275K
MIdWestOne Financial Group, Inc. 0.03% New 3,582 $275K
Meadow Creek Wealth Advisors LLC 0.18% Add +1.4% 3,278 $275K
Legal Advantage Investments, Inc. 0.12% No change 3,550 $272K
Davis R M Inc. 0.00% No change 3,542 $272K
New Republic Capital, LLC 0.08% Add +20.3% 3,523 $270K
Mowery & Schoenfeld Wealth Management, LLC 0.46% No change 3,521 $270K
Impact Capital Partners LLC 0.08% Add +6.2% 3,486 $267K
Rossby Financial, LCC 0.09% Add +1.4% 3,166 $267K
Strategic Advisors LLC 0.04% Add +0.0% 3,481 $267K
Root Financial Partners, LLC 0.02% New 3,468 $266K
Monument Capital Management 0.07% New 3,467 $266K
Veracity Capital LLC 0.09% Reduce -7.4% 3,464 $266K
Resonant Capital Advisors, LLC 0.02% Reduce -11.7% 3,459 $265K
Northcape Wealth Management, LLC 0.08% No change 3,450 $265K
Capital Investment Advisory Services, LLC 0.02% Add +2.3% 3,446 $264K
Soltis Investment Advisors LLC 0.02% New 3,394 $260K
Harbor Investment Advisory, LLC 0.02% Add +6.9% 3,386 $260K
Sig Brokerage, LP 0.07% Reduce -85.0% 3,382 $259K
Long Run Wealth Advisors, LLC 0.05% Reduce -29.9% 3,375 $259K
Cannell & Spears LLC 0.00% Add +11.8% 3,333 $256K
PenderFund Capital Management Ltd. 0.10% New 3,330 $255K
Kestra Investment Management, LLC 0.01% New 3,328 $255K
One Wealth Advisors, LLC 0.03% Reduce -4.8% 3,324 $255K
Providence Wealth Advisors, LLC 0.16% Reduce -18.0% 3,083 $255K
Strategic Global Advisors, LLC 0.04% Add +2.5% 3,310 $254K
Tiller Private Wealth, Inc. 0.09% No change 3,300 $253K
Northstar Group, Inc. 0.04% Reduce -32.4% 3,300 $253K
Norway Savings Bank 0.12% New 3,292 $253K
LRI Investments, LLC 0.02% Reduce -3.0% 3,280 $252K
Beaumont Financial Advisors, LLC 0.02% Add +0.6% 3,251 $249K
Legacy Wealth Management, LLC / MS 0.07% No change 3,246 $249K
Agf Management Ltd. 0.00% No change 3,246 $249K
ING Groep NV 0.00% Reduce -76.0% 3,220 $247K
Interchange Capital Partners, LLC 0.05% New 3,215 $247K
Kingswood Wealth Advisors, LLC 0.01% New 3,214 $247K
Rosenberg Matthew Hamilton 0.05% Reduce -1.3% 3,214 $247K
Roberts Glore & Co. Inc. 0.07% Reduce -1.1% 3,206 $246K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.5% 3,190 $245K
International Assets Investment Management, LLC 0.02% No change 3,416 $244K
Prosperity Consulting Group, LLC 0.01% New 3,177 $244K
McAdam, LLC 0.01% New 3,168 $243K
Gilman Hill Asset Management, LLC 0.04% No change 3,158 $242K
CWA Asset Management Group, LLC 0.01% Reduce -4.4% 3,150 $242K
New England Professional Planning Group Inc. 0.11% New 3,140 $241K
Quotient Wealth Partners, LLC 0.01% Reduce -13.4% 3,131 $240K
Bayesian Capital Management, LP 0.05% New 3,129 $240K
Asset Dedication, LLC 0.02% Add +3.7% 3,112 $239K
Finward Bancorp 0.18% No change 3,098 $238K
Strategies Wealth Advisors, LLC 0.02% Reduce -0.1% 3,080 $236K
Occidental Asset Management, LLC 0.03% Reduce -0.2% 3,079 $236K
Garner Asset Management Corp 0.09% Reduce -9.4% 3,071 $236K
Carr Financial Group Corp 0.06% No change 3,063 $235K
Diversify Wealth Management, LLC 0.01% New 2,869 $234K
CCM Investment Advisers LLC 0.02% New 3,041 $233K
Advisor OS, LLC 0.02% New 2,962 $227K
Accuvest Global Advisors 0.14% No change 2,945 $226K
Mather Group, Llc. 0.00% Reduce -6.4% 2,942 $226K
Talisman Wealth Advisors LLC 0.19% Add +0.1% 2,940 $226K
Hoxton Planning & Management, LLC 0.07% New 2,930 $225K
Childress Capital Advisors, LLC 0.04% New 2,919 $224K
Lanark Financial, Inc. 0.02% Add +4.4% 2,905 $223K
Bartlett & Co. Wealth Management LLC 0.00% Add +27.8% 2,896 $222K
Encompass More Asset Management 0.04% Reduce -0.7% 2,894 $222K
LGT Group Foundation 0.00% New 2,631 $222K
Forvis Mazars Wealth Advisors, LLC 0.00% New 2,884 $221K
Chicago Capital, LLC 0.01% Reduce -18.0% 2,884 $221K
E&G Advisors, LLC 0.05% New 2,882 $221K
Granite Group Advisors, LLC 0.13% New 2,861 $219K
Rodgers Brothers Inc. 0.03% New 2,860 $219K
MQS Management LLC 0.13% Reduce -47.1% 2,855 $219K
American National Bank & Trust 0.02% Reduce -36.8% 2,854 $219K
FineMark National Bank & Trust 0.01% New 2,845 $218K
Camden National Bank 0.03% Reduce -2.9% 2,838 $218K
Western Wealth Management, LLC 0.01% Reduce -9.1% 2,816 $216K
Carter Financial Group, INC. 0.13% Reduce -12.1% 2,813 $216K
Uhlmann Price Securities, LLC 0.13% New 2,800 $215K
Massachusetts Wealth Management 0.11% New 2,800 $215K
Sfmg, LLC 0.01% Reduce -6.9% 2,791 $214K
Trek Financial, LLC 0.01% New 2,774 $213K
WealthTrust Axiom LLC 0.06% New 2,766 $212K
Armstrong, Fleming & Moore, Inc 0.10% New 2,766 $212K
Kelleher Financial Advisors 0.05% Reduce -8.3% 2,764 $212K
Founders Financial Alliance, LLC 0.04% New 2,759 $212K
Gotham Asset Management 0.00% New 2,737 $210K
Donaldson Capital Management, LLC 0.01% New 2,736 $210K
FAS Wealth Partners, Inc. 0.01% New 2,733 $210K
Kovack Advisors, Inc. 0.02% Reduce -6.1% 2,730 $209K
Northwest Quadrant Wealth Management, LLC 0.04% New 2,726 $209K
Capital Investment Advisors, LLC 0.00% New 2,725 $209K
Freestone Capital Holdings, LLC 0.01% New 2,714 $208K
Virtu Financial LLC 0.01% New 2,717 $208K
Allianz Asset Management GmbH 0.00% New 2,705 $208K
Enterprise Financial Services Corp 0.11% New 2,687 $206K
Foster Group, Inc. 0.01% New 2,654 $204K
Saxony Capital Management, LLC 0.13% New 2,648 $203K
StoneX Group Inc. 0.01% New 2,644 $203K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 2,636 $202K
Navalign, LLC 0.05% New 2,625 $201K
1ST Source Bank 0.01% New 2,622 $201K
Earned Wealth Advisors, LLC 0.03% New 2,618 $201K
Klingman & Associates, LLC 0.01% New 2,613 $200K
17 Capital Partners, LLC 0.11% New 2,610 $200K
Tompkins Financial Corp. 0.02% No change 2,500 $192K
Investors Research Corp 0.04% Add +9.7% 2,480 $190K
Ameritas Advisory Services, LLC 0.01% Reduce -67.6% 2,429 $186K
Knights of Columbus Asset Advisors LLC 0.01% Add +2.4% 2,282 $175K
Caitong International Asset Management Co., Ltd 0.12% Add +4.9% 2,254 $173K
Steigerwald, Gordon & Koch Inc. 0.02% New 2,248 $172K
Westfuller Advisors, LLC 0.07% New 2,126 $163K
Flagship Wealth Advisors, LLC 0.05% Add +1.1% 2,085 $160K
WPG Advisers, LLC 0.12% Add +2.2% 2,049 $157K
TrinityBridge Ltd 0.00% No change 2,050 $157K
Beaird Harris Wealth Management, LLC 0.01% Add +1.6% 1,933 $148K
Bruce G. Allen Investments, LLC 0.10% Add +44.9% 1,904 $146K
Hazlett, Burt & Watson, Inc. 0.05% No change 1,899 $146K
LFA - Lugano Financial Advisors SA 0.08% No change 1,900 $146K
Crewe Advisors LLC 0.01% New 1,874 $144K
Financial Perspectives, Inc 0.04% No change 1,864 $143K
Alerus Financial NA 0.01% Add +201.1% 1,843 $141K
Penserra Capital Management LLC 0.00% Reduce -4.5% 1,846 $141K
Wealth Preservation Advisors, LLC 0.08% Add +3.0% 1,799 $138K
First Horizon Corp. 0.01% — 1,777 $136K
Colonial Trust Co / SC 0.02% Add +6.3% 1,776 $136K
Kozak & Associates, Inc. 0.03% Reduce -2.6% 1,501 $134K
Addison Advisors LLC 0.03% Add +9.0% 1,671 $128K
Princeton Global Asset Management LLC 0.02% Reduce -32.6% 1,657 $127K
Rise Advisors, LLC 0.05% Add +0.6% 1,643 $126K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,642 $126K
Eastern Bank 0.00% No change 1,608 $123K
Financial Consulate, Inc. 0.02% New 1,605 $123K
Palisade Asset Management, LLC 0.01% New 1,591 $122K
Bollard Group LLC 0.00% Add +0.6% 1,590 $122K
Rakuten Securities, Inc. 0.04% Reduce -20.1% 1,573 $121K
Golden State Wealth Management, LLC 0.01% Add +57.8% 1,557 $119K
Luken Investment Analytics, LLC 0.04% No change 1,500 $115K
Mb, Levis & Associates, LLC 0.05% Add +0.6% 1,490 $114K
Physician Wealth Advisors, Inc. 0.02% Add +0.8% 1,486 $114K
Independence Bank of Kentucky 0.01% No change 1,483 $114K
Hills Bank & Trust Co 0.01% Reduce -0.7% 1,449 $111K
Armstrong Advisory Group, Inc. 0.01% No change 1,432 $110K
Salem Investment Counselors Inc. 0.00% Reduce -8.3% 1,413 $108K
Strengthening Families & Communities, LLC 0.02% New 1,391 $107K
Greykasell Wealth Strategies, Inc. 0.04% No change 1,380 $106K
Westside Investment Management, Inc. 0.02% Add +56.5% 1,260 $104K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -10.0% 1,296 $99K
Legacies Wealth LLC 0.06% No change 1,290 $99K
North Star Investment Management Corp. 0.01% Add +0.6% 1,253 $96K
Bogart Wealth, LLC 0.00% No change 1,249 $96K
Larson Financial Group LLC 0.00% Add +326.2% 1,236 $95K
Ancora Advisors LLC 0.00% Add +3.1% 1,233 $95K
Towne Trust Company, N.A 0.03% No change 1,225 $94K
Anchor Investment Management, LLC 0.01% No change 1,203 $92K
Paradigm Asset Management Co. LLC 0.02% No change 1,200 $92K
Cloud Capital Management, LLC 0.05% New 1,205 $92K
Pinnacle Bancorp, Inc. 0.03% No change 1,192 $91K
Quent Capital, LLC 0.01% New 1,185 $91K
CANADA LIFE ASSURANCE Co 0.00% Add +24.2% 1,218 $90K
HHM Wealth Advisors, LLC 0.01% Add +6.3% 1,164 $89K
Nisa Investment Advisors, LLC 0.00% No change 1,150 $88K
T. Rowe Price Investment Management, Inc. 0.00% Add +25.0% 1,141 $88K
Parkside Financial Bank & Trust 0.01% Reduce -5.3% 1,146 $88K
Sound Income Strategies, LLC 0.00% Add +17.6% 1,025 $87K
Tsfg, LLC 0.01% Add +2.4% 1,130 $87K
New England Capital Financial Advisors LLC 0.04% No change 1,120 $86K
Richardson Financial Services Inc. 0.05% Add +181.2% 1,119 $86K
Rothschild Investment LLC 0.00% Add +17.3% 1,117 $86K
Farmers & Merchants Investments Inc. 0.00% No change 1,106 $85K
Texas Capital Bancshares Inc 0.03% Reduce -72.7% 1,096 $84K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,071 $82K
Webster Bank, N. A. 0.01% No change 1,062 $81K
Center for Financial Planning, Inc. 0.01% No change 1,057 $81K
Adirondack Trust Co. 0.03% Add +30.5% 1,015 $78K
Asset Planning,Inc 0.06% No change 1,000 $77K
Inlight Wealth Management, LLC 0.04% No change 1,000 $77K
Accent Capital Management, LLC 0.03% No change 1,000 $77K
Centennial Bank 0.03% No change 960 $74K
Community Bank, N.A. 0.01% New 952 $73K
Cornerstone Planning Group LLC 0.01% Add +111.1% 876 $72K
IMA Advisory Services, Inc. 0.01% No change 912 $70K
Mechanics Financial Corp 0.03% No change 900 $69K
Centerpoint Advisors, LLC 0.02% No change 900 $69K
Frazier Financial Advisors, LLC 0.04% No change 892 $68K
Capital Analysts, LLC 0.00% Reduce -0.7% 877 $67K
Salomon & Ludwin, LLC 0.01% Add +963.9% 766 $65K
MTM Investment Management, LLC 0.02% No change 849 $65K
NFSG Corp 0.01% No change 839 $64K
Financial Management Professionals, Inc. 0.01% Add +6.0% 837 $64K
Crews Bank & Trust 0.01% No change 836 $64K
Quaker Wealth Management, LLC 0.02% Add +0.6% 817 $63K
Pinnacle Holdings, LLC 0.02% No change 800 $61K
DHJJ Financial Advisors, Ltd. 0.02% No change 800 $61K
Twin Tree Management, LP 0.00% New 799 $61K
Thompson Investment Management, Inc. 0.01% Reduce -39.6% 798 $61K
General Partner, Inc. 0.03% No change 768 $59K
Banque Cantonale Vaudoise 0.00% Reduce -10.8% 752 $58K
Valley Wealth Managers, Inc. 0.00% No change 750 $58K
Montag A & Associates Inc. 0.00% Add +724.4% 742 $57K
FIL Ltd 0.00% Add +40.4% 727 $56K
Alpine Bank Wealth Management 0.01% Reduce -39.3% 700 $54K
Redmont Wealth Advisors LLC 0.07% No change 698 $54K
Indiana Trust & Investment Management Co 0.02% No change 681 $52K
ORG Partners LLC 0.01% Add +0.6% 673 $52K
Concord Wealth Partners 0.01% No change 671 $51K
Binnacle Investments Inc 0.03% Add +21.8% 660 $51K
Stephens Consulting, LLC 0.02% Reduce -41.3% 659 $51K
Trust Co. of Vermont 0.00% Reduce -28.0% 642 $49K
Hollencrest Capital Management 0.00% No change 600 $46K
Truvestments Capital LLC 0.01% Reduce -9.4% 597 $46K
Ascentis Wealth Management, LLC 0.01% New 561 $43K
Johnson Financial Group, Inc. 0.00% Add +1265.0% 546 $42K
Archer Investment Corp 0.01% Add +0.4% 538 $41K
CoreCap Advisors, LLC 0.00% Add +30.6% 534 $41K
Highline Wealth Partners LLC 0.01% Add +32.0% 532 $41K
Abound Wealth Management 0.01% Add +1767.9% 523 $40K
Aventura Private Wealth, LLC 0.01% Add +0.2% 500 $38K
High Note Wealth, LLC 0.01% Add +28.7% 480 $37K
BOK Financial Private Wealth, Inc. 0.00% No change 479 $37K
FSA Wealth Management LLC 0.01% No change 476 $37K
Estabrook Capital Management 0.01% No change 475 $36K
Aventus Investment Advisors, Inc. 0.03% No change 470 $36K
E Fund Management (Hong Kong) Co., Ltd. 0.02% Add +144.0% 466 $36K
JPL Wealth Management, LLC 0.01% New 451 $35K
Arlington Trust Co LLC 0.01% No change 422 $32K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.7% 417 $32K
GW&K Investment Management, LLC 0.00% No change 411 $32K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 415 $32K
Banque Transatlantique SA 0.00% No change 402 $31K
Costello Asset Management, INC 0.01% No change 400 $31K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 365 $28K
Resources Management Corp. /CT/ 0.00% No change 350 $27K
Avalon Trust Co 0.00% No change 350 $27K
Pacific Center for Financial Services 0.01% No change 350 $27K
SOA Wealth Advisors, LLC. 0.00% Add +52.2% 350 $27K
Caldwell Trust Co 0.00% No change 347 $27K
JNBA Financial Advisors 0.00% Reduce -2.9% 341 $26K
Albion Financial Group 0.00% Add +35.9% 337 $26K
St Germain D J Co. Inc. 0.00% Add +10.2% 336 $26K
Cherry Tree Wealth Management, LLC 0.01% No change 334 $26K
Creative Financial Designs Inc. 0.00% Add +6.5% 328 $25K
Park Square Financial Group, LLC 0.11% Add +28.7% 318 $24K
NBT Bank, N.A. 0.00% No change 313 $24K
Roble, Belko & Company, Inc 0.00% No change 314 $24K
GHP Investment Advisors, Inc. 0.00% No change 300 $23K
TCTC Holdings, LLC 0.00% No change 300 $23K
Catalyst Capital Advisors LLC 0.00% Reduce -18.3% 294 $23K
Glen Eagle Advisors, LLC 0.00% Reduce -34.1% 290 $22K
Pathway Financial Advisers, LLC 0.01% New 286 $22K
KERR FINANCIAL PLANNING Corp 0.03% — 244 $22K
Cape Investment Advisory, Inc. 0.02% Add +131.2% 282 $22K
Clear Investment Research, LLC 0.03% No change 280 $21K
Park Place Capital Corp 0.00% No change 280 $21K
Evelyn Partners Investment Management Services Ltd 0.00% Add +44.2% 274 $21K
True Wealth Design, LLC 0.01% Add +118.7% 269 $21K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.8% 269 $21K
Mascoma Wealth Management LLC 0.00% No change 264 $20K
Riverview Trust Co 0.02% No change 260 $20K
Tortoise Investment Management, LLC 0.00% Add +11.0% 253 $19K
Pingora Partners LLC 0.01% No change 250 $19K
Rialto Wealth Management, LLC 0.00% No change 250 $19K
Tripletail Wealth Management, LLC 0.02% New 221 $19K
CoreFirst Bank & Trust 0.01% No change 240 $18K
Measured Wealth Private Client Group, LLC 0.00% New 235 $18K
Westend Capital Management, LLC 0.01% Add +51.0% 234 $18K
Creekmur Asset Management LLC 0.00% Reduce -0.8% 232 $18K
North Capital, Inc. 0.01% Add +0.4% 230 $18K
TD Capital Management LLC 0.00% No change 226 $17K
Robinswood Financial LLC 0.01% No change 219 $17K
Hughes Financial Services, LLC 0.00% No change 191 $17K
1 North Wealth Services LLC 0.01% No change 215 $16K
Fairscale Capital, LLC 0.01% No change 212 $16K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -9.1% 209 $16K
Corsicana & Co. 0.01% — 200 $15K
Missouri Trust & Investment Co 0.00% No change 200 $15K
Old Second National Bank of Aurora 0.00% No change 200 $15K
Atwood & Palmer Inc. 0.00% No change 200 $15K
Fourth Dimension Wealth, LLC 0.01% No change 200 $15K
Wolff Wiese Magana LLC 0.01% Add +86.8% 198 $15K
Morton Brown Family Wealth, LLC 0.00% Reduce -20.1% 195 $15K
Bellevue Asset Management, LLC 0.01% No change 100 $15K
Rakuten Investment Management, Inc. 0.00% — 400 $15K
Retirement Wealth Solutions LLC 0.01% Add +243.6% 189 $15K
WealthCollab, LLC 0.01% No change 179 $14K
Prestige Wealth Management Group LLC 0.00% No change 176 $14K
West Oak Capital, LLC 0.01% No change 175 $13K
Bell Investment Advisors, Inc 0.00% Reduce -17.1% 174 $13K
Wiser Advisor Group LLC 0.02% New 173 $13K
Financial Network Wealth Advisors LLC 0.01% Add +10.7% 166 $13K
Stuart Chaussee & Associates, Inc. 0.00% No change 165 $13K
Quest 10 Wealth Builders, Inc. 0.01% Add +31.7% 162 $12K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 161 $12K
Navigoe, LLC 0.01% New 165 $12K
City Holding Co. 0.00% New 153 $12K
Vision Financial Markets LLC 0.01% Add +0.7% 153 $12K
First Community Trust NA 0.01% No change 150 $12K
Hoey Investments, Inc. 0.00% Add +200.0% 150 $12K
Bangor Savings Bank 0.00% New 150 $12K
Mark Sheptoff Financial Planning, LLC 0.01% No change 145 $11K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -4.0% 143 $11K
American Capital Advisory, LLC 0.00% Add +44.0% 131 $10K
DT Investment Partners, LLC 0.00% Reduce -50.0% 130 $10K
Fairman Group, LLC 0.01% New 124 $10K
1248 Management, LLC 0.01% No change 122 $9K
Bare Financial Services, Inc 0.00% Add +5.3% 120 $9K
Scarborough Advisors, LLC 0.00% No change 120 $9K
Pacifica Partners Inc. 0.00% Add +98.2% 109 $9K
Valued Wealth Advisors LLC 0.00% No change 117 $9K
MV Capital Management, Inc. 0.00% No change 117 $9K
Consultiva Wealth Management, Corp. 0.03% No change 116 $9K
Asset Management One Co., Ltd. 0.00% Reduce -8.2% 112 $9K
PFS Partners, LLC 0.00% Add +0.9% 110 $8K
Washington Trust Advisors, Inc. 0.00% No change 109 $8K
Groupe la Francaise 0.00% New 130 $8K
Wealth Watch Advisors, INC 0.00% New 106 $8K
Nemes Rush Group LLC 0.00% Reduce -34.0% 103 $8K
Friedenthal Financial 0.00% No change 101 $8K
Lowe Wealth Advisors, LLC 0.00% No change 100 $8K
West Branch Capital LLC 0.00% New 100 $8K
Heritage Wealth Advisors 0.00% No change 99 $8K
First Pacific Financial 0.00% Add +4.2% 99 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 93 $7K
Manchester Capital Management LLC 0.00% New 92 $7K
Hemington Wealth Management 0.00% Add +148.8% 102 $7K
Imprint Wealth LLC 0.02% — 90 $7K
Sachetta, LLC 0.00% No change 90 $7K
Maryland Capital Advisors Inc. 0.00% No change 84 $6K
Dunhill Financial, LLC 0.00% Add +16.9% 83 $6K
TruNorth Capital Management, LLC 0.00% New 83 $6K
2UniFi Bank 0.00% No change 80 $6K
Grey Fox Wealth Advisors, LLC 0.00% New 80 $6K
New Millennium Group LLC 0.00% Reduce -83.7% 78 $6K
Minot DeBlois Advisors LLC 0.01% No change 75 $6K
Pin Oak Investment Advisors Inc. 0.00% Reduce -51.3% 75 $6K
Burkett Financial Services, LLC 0.00% Reduce -1.3% 74 $6K
HighMark Wealth Management LLC 0.00% Reduce -6.8% 69 $5K
Vermillion Wealth Management, Inc. 0.00% New 68 $5K
Avion Wealth 0.00% No change 74 $5K
Tidemark, LLC 0.00% No change 64 $5K
Peoples Financial Services Corp. 0.00% No change 62 $5K
RMG Wealth Management LLC 0.00% No change 56 $5K
McIlrath & Eck, LLC 0.00% No change 61 $5K
St. Johns Investment Management Company, LLC 0.00% No change 58 $4K
TOWER TRUST & INVESTMENT Co 0.00% No change 55 $4K
NFJ Investment Group, LLC 0.00% No change 52 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% Add +28.6% 45 $3K
Winch Advisory Services, LLC 0.00% No change 44 $3K
Millstone Evans Group, LLC 0.00% No change 42 $3K
Hara Capital LLC 0.00% No change 40 $3K
Private Wealth Asset Management, LLC 0.00% No change 40 $3K
CX Institutional 0.00% No change 34 $3K
Bfsg, LLC 0.00% No change 36 $3K
Elevation Wealth Partners, LLC 0.00% No change 28 $2K
Godsey & Gibb, Inc. 0.00% Reduce -44.9% 27 $2K
Kilter Group LLC 0.00% Add +52.9% 26 $2K
Guerra Advisors Inc 0.00% New 22 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 21 $2K
Abich Financial Wealth Management LLC 0.00% — 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
Fortitude Family Office, LLC 0.00% No change 13 $1K
SWAN Capital LLC 0.00% New 13 $997
Cedar Mountain Advisors, LLC 0.00% New 13 $997
Caitlin John, LLC 0.00% New 12 $921
TFC Financial Management, Inc. 0.00% No change 10 $768
Operose Advisors LLC 0.00% No change 10 $767
SJS Investment Consulting Inc. 0.00% No change 8 $614
Bear Mountain Capital, Inc. 0.00% New 5 $416
MCF Advisors LLC 0.00% New 5 $384
Dogwood Wealth Management LLC 0.00% No change 4 $307
Financial Life Planners 0.00% New 3 $245
Y.D. More Investments Ltd 0.00% New 157 $35
Coston, McIsaac & Partners 0.00% No change 11 $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.