Astrazeneca PLC-Spons ADRAZN

13F holders, Q4 2025 (December 31)
1,353holders +71
170new positions
156sold out
9famous investors
$92.00avg. 13F price*

At the end of Q4 2025, 1,353 institutions reported holding Astrazeneca PLC-Spons ADR (AZN) in their 13F filings, up 71 from Q3 2025. 170 opened new positions and 156 sold out. The largest holders were T. Rowe Price Associates Inc. ($4.5B), Primecap Management Co. ($3.4B) and Bank of America Corp. ($2.4B). 9 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Bill Nygren (0.4% of Harris Associates (Oakmark Funds)'s portfolio) and Steve Cohen (0.3% of Point72 Asset Management's portfolio).

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

History

Number of 13F holders

05001,0001,500 Q1 2024: 1,138Q1 2024Q2 2024: 1,210Q2 2024Q3 2024: 1,228Q3 2024Q4 2024: 1,216Q4 2024Q1 2025: 1,249Q1 2025Q2 2025: 1,218Q2 2025Q3 2025: 1,282Q3 2025Q4 2025: 1,353Q4 2025Q1 2026: 61Q1 2026Q2 2026: 27Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions170$720.7M
Exits156$474.2M

All 13F filers, Q3 2025 → Q4 2025: 60,655,163 shares bought and 52,743,267 shares sold, net +7,911,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,353 holders
T. Rowe Price Associates Inc. 0.48% Reduce -1.0% 48,643,827 $4.5B
Primecap Management Co. 2.57% Reduce -7.4% 36,915,261 $3.4B
Bank of America Corp. 0.18% Reduce -19.2% 26,356,351 $2.4B
Wellington Management Group LLP 0.37% Reduce -29.3% 22,828,246 $2.1B
FMR LLC 0.10% Add +0.8% 21,848,855 $2.0B
Fisher Asset Management 0.68% Add +2.1% 21,601,433 $2.0B
Franklin Resources Inc. 0.46% Add +2.3% 20,157,744 $1.9B
Invesco Ltd. 0.15% Add +317.5% 17,520,754 $1.6B
Capital International Investors 0.21% Reduce -42.0% 14,521,078 $1.3B
Goldman Sachs Group Inc. 0.19% Add +5.4% 14,411,321 $1.3B
Sanders Capital, LLC 1.50% Add +0.6% 14,139,408 $1.3B
Morgan Stanley 0.08% Add +3.2% 13,878,726 $1.3B
Ameriprise Financial Inc. 0.22% Add +83.9% 10,495,599 $965.7M
CIBC Private Wealth Group LLC 1.26% Reduce -0.9% 8,081,817 $743.0M
Dimensional Fund Advisors LP 0.13% Reduce -2.7% 6,621,662 $608.9M
Citigroup Inc. 0.39% Add +61.0% 6,154,760 $565.8M
BlackRock, Inc. 0.01% Add +5.3% 6,113,037 $562.0M
Arrowstreet Capital, Limited Partnership 0.30% Add +552.9% 5,547,597 $510.0M
Neuberger Berman Group LLC 0.34% Reduce -2.1% 4,959,858 $456.0M
Northern Trust Corp. 0.06% Add +2.8% 4,756,686 $437.3M
Raymond James Financial Inc. 0.13% Add +0.4% 4,418,771 $406.9M
Holocene Advisors, LP 0.84% Reduce -29.3% 4,332,123 $398.3M
Fayez Sarofim & Co 0.94% Add +9.3% 4,258,640 $391.5M
Boston Partners 0.40% Reduce -19.4% 4,229,792 $389.4M
Clearbridge Investments, LLC 0.31% Reduce -10.8% 4,204,564 $386.5M
Envestnet Asset Management Inc. 0.11% Add +5.3% 4,051,646 $372.5M
Swedbank AB 0.35% Reduce -8.6% 3,989,339 $366.7M
JPMorgan Chase & Co. 0.02% Reduce -22.3% 3,746,985 $344.5M
Harris Associates (Oakmark Funds) 0.44% New 3,729,731 $342.9M
American Century Companies Inc. 0.16% Add +57.4% 3,442,805 $316.5M
Royal Bank of Canada 0.05% Reduce -0.7% 3,365,329 $309.4M
Jennison Associates LLC 0.19% Reduce -8.8% 3,362,846 $309.1M
Bank of Montreal 0.12% Reduce -5.8% 3,277,737 $301.3M
Wells Fargo & Company 0.06% Reduce -5.3% 3,102,852 $285.2M
UBS Group AG 0.05% Add +15.9% 2,878,796 $264.6M
Barclays PLC 0.10% Add +299.4% 2,745,603 $252.4M
WCM Investment Management, LLC 0.51% Reduce -0.0% 2,662,619 $246.3M
Voya Investment Management LLC 0.28% Add +40.7% 2,672,165 $245.5M
Millennium Management 0.16% Add +7.6% 2,396,943 $220.4M
National Bank of Canada 0.21% Add +99.8% 2,236,063 $205.6M
Two Sigma Investments, LP 0.32% Add +321.2% 2,180,476 $200.5M
Acadian Asset Management LLC 0.33% Add +2.3% 2,178,578 $200.2M
Natixis Advisors, LLC 0.27% Reduce -2.2% 2,053,511 $188.8M
Point72 Asset Management 0.28% Add +225.4% 1,852,741 $170.3M
Bank Julius Baer & Co. Ltd, Zurich 0.46% Add +11190.9% 1,806,877 $166.3M
Alyeska Investment Group, L.P. 0.45% Add +218.5% 1,726,795 $158.7M
Saturna Capital Corp. 1.99% Add +0.0% 1,635,207 $150.3M
Sofinnova Investments, Inc. 6.47% Add +98.1% 1,632,334 $150.1M
Allspring Global Investments Holdings, LLC 0.24% Add +750.5% 1,628,771 $149.1M
Manning & Napier Advisors LLC 1.85% Reduce -12.5% 1,541,423 $142.6M
Crawford Investment Counsel Inc. 2.36% Reduce -1.7% 1,538,963 $141.5M
Truist Financial Corp. 0.19% Add +53.8% 1,538,680 $141.5M
Mackenzie Financial Corp. 0.16% Add +161.1% 1,484,312 $137.0M
Connor, Clark & Lunn Investment Management Ltd. 0.34% Add +3300.5% 1,421,698 $130.7M
LMR Partners LLP 1.66% Add +6.0% 1,416,898 $130.3M
Alliancebernstein L.P. 0.04% Reduce -3.8% 1,347,232 $123.9M
Lazard Asset Management LLC 0.21% Add +0.2% 1,337,216 $122.9M
Fred Alger Management, LLC 0.48% Add +2297.8% 1,318,719 $121.2M
Clark Capital Management Group, Inc. 0.73% Reduce -0.1% 1,293,169 $118.9M
Stifel Financial Corp. 0.11% Add +9.5% 1,288,855 $118.5M
Norges Bank 0.01% — 1,276,181 $117.3M
Two Sigma Advisers, LP 0.23% New 1,272,600 $117.0M
Parnassus Investments, LLC 0.30% Reduce -4.3% 1,237,719 $113.8M
Janus Henderson Group PLC 0.05% Reduce -7.1% 1,207,156 $111.0M
LPL Financial LLC 0.03% Add +7.9% 1,152,872 $106.0M
Principal Financial Group Inc. 0.05% Reduce -4.2% 1,125,252 $103.4M
TD Asset Management Inc 0.08% Add +2.1% 1,112,841 $102.3M
Nicholas Company, Inc. 1.75% Reduce -3.9% 1,083,854 $99.6M
Balyasny Asset Management L.P. 0.19% Add +59.5% 1,078,380 $99.1M
Bank of New York Mellon Corp 0.02% Add +2.6% 1,032,000 $94.9M
Causeway Capital Management LLC 1.28% Reduce -5.3% 1,010,898 $92.9M
BNP Paribas Financial Markets 0.06% Reduce -39.3% 984,405 $90.5M
Erste Asset Management GmbH 0.75% Reduce -1.0% 972,748 $89.5M
Sei Investments Co. 0.09% Add +34.7% 966,235 $88.8M
HighTower Advisors, LLC 0.10% Add +0.7% 965,247 $88.7M
ProShare Advisors LLC 0.15% Add +42.4% 932,624 $85.7M
Capital World Investors 0.01% Reduce -16.4% 914,079 $84.1M
First Trust Advisors LP 0.06% Reduce -13.3% 871,656 $80.1M
State Street Corp. 0.00% Reduce -12.9% 842,157 $77.4M
Aberdeen Group plc 0.12% Add +5.2% 841,574 $77.4M
Citadel Advisors 0.05% Reduce -76.6% 840,134 $77.2M
Epoch Investment Partners, Inc. 0.43% Reduce -20.5% 827,094 $76.0M
Phoenix Financial Ltd. 0.80% Reduce -0.0% 804,400 $73.9M
Assenagon Asset Management S.A. 0.11% Add +31.5% 787,084 $72.4M
ZWJ Investment Counsel Inc. 2.53% Reduce -1.0% 763,309 $70.2M
Harvest Portfolios Group Inc. 1.21% Reduce -4.9% 754,813 $69.4M
Woodley Farra Manion Portfolio Management Inc. 3.27% Reduce -0.7% 747,560 $68.7M
Russell Investments Group, Ltd. 0.07% Reduce -14.4% 738,538 $67.9M
Mariner, LLC 0.08% Add +2.6% 690,319 $63.5M
Rockefeller Capital Management L.P. 0.11% Reduce -18.4% 654,439 $60.2M
Van Eck Associates Corp. 0.05% Add +97.6% 613,411 $56.4M
1832 Asset Management L.P. 0.07% Add +2005.7% 579,050 $53.2M
Cerity Partners LLC 0.08% Add +6.3% 573,405 $52.7M
Ontario Teachers Pension Plan Board 1.22% Reduce -30.0% 572,652 $52.6M
Cidel Asset Management Inc. 3.66% Reduce -6.0% 562,431 $51.7M
Foresight Global Investors, Inc. 24.01% Add +19.5% 290,672 $51.0M
Hardman Johnston Global Advisors LLC 2.40% Reduce -2.6% 546,923 $50.3M
Nuveen, LLC 0.01% Add +3.4% 542,568 $49.9M
Deutsche Bank AG 0.02% Add +51.9% 530,691 $48.8M
Thornburg Investment Management Inc. 0.59% Reduce -1.0% 505,985 $46.5M
Crestwood Advisors Group, LLC 0.75% Reduce -6.3% 492,285 $45.3M
BI Asset Management Fondsmaeglerselskab A/S 0.40% Reduce -22.1% 528,106 $45.1M
Trillium Asset Management, LLC 1.37% Reduce -16.3% 481,980 $44.8M
Geode Capital Management, LLC 0.00% Reduce -3.4% 486,246 $44.7M
Scotia Capital Inc. 0.17% Add +2.8% 461,554 $42.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% New 437,984 $40.3M
Walleye Capital LLC 0.24% Add +4.5% 435,395 $40.0M
Charles Schwab Investment Management Inc. 0.01% Add +16.2% 422,383 $38.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -1.3% 421,119 $38.7M
Capital Research Global Investors 0.01% Reduce -47.1% 415,561 $38.2M
Cetera Investment Advisers 0.04% Add +8.4% 413,131 $38.0M
Chilton Capital Management LLC 1.26% Reduce -1.7% 397,131 $36.5M
Pathstone Holdings, LLC 0.14% Add +11.5% 387,132 $35.6M
Quantinno Capital Management LP 0.07% Add +26.8% 377,113 $34.7M
Main Street Research LLC 1.95% New 371,217 $34.1M
Creative Planning 0.02% Add +16.4% 363,579 $33.4M
Becker Capital Management Inc. 0.95% Reduce -0.8% 362,382 $33.3M
Act Two Investors LLC 5.82% Reduce -3.4% 351,775 $32.3M
Integral Health Asset Management, LLC 1.63% Add +16.7% 350,000 $32.2M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -0.1% 332,638 $31.7M
Flputnam Investment Management Co. 0.45% Add +3.7% 335,558 $30.8M
Assetmark, Inc. 0.06% Add +8.1% 335,387 $30.8M
O'shaughnessy Asset Management, LLC 0.17% Add +14.9% 331,384 $30.5M
Victory Capital Management Inc. 0.02% Reduce -12.1% 329,005 $30.2M
Janney Montgomery Scott LLC 0.07% Add +3.1% 324,548 $29.8M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +15.2% 323,229 $29.7M
Martin Investment Management, LLC 7.96% Reduce -3.2% 309,507 $28.5M
Professional Advisory Services Inc. 3.32% Reduce -6.9% 305,897 $28.1M
MML Investors Services, LLC 0.07% Add +11.8% 305,636 $28.1M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -55.7% 297,943 $27.4M
Legal & General Group Plc 0.01% Reduce -31.9% 296,215 $27.2M
Kornitzer Capital Management Inc. 0.57% Reduce -1.3% 293,777 $27.0M
Public Employees Retirement System of Ohio 0.08% Add +1871.3% 279,300 $25.7M
Cambiar Investors LLC 1.13% Add +2.0% 276,150 $25.4M
Baird Financial Group, Inc. 0.04% Reduce -0.4% 268,089 $24.6M
US Bancorp \de 0.03% Add +7.0% 259,103 $23.8M
CIBC Asset Management Inc 0.06% Add +3.7% 253,856 $23.3M
SG Americas Securities, LLC 0.03% Add +450.9% 253,474 $23.3M
PNC Financial Services Group, Inc. 0.01% Reduce -2.2% 245,477 $22.6M
NEOS Investment Management LLC 0.13% Add +30.2% 240,992 $22.2M
Davidson Investment Advisors 0.92% Add +0.6% 240,096 $22.1M
Old Mission Capital LLC 0.85% New 238,008 $21.9M
Waverly Advisors, LLC 0.18% Add +0.4% 237,819 $21.9M
Silvercrest Asset Management Group LLC 0.15% Reduce -3.5% 236,288 $21.7M
Commonwealth Equity Services, LLC 0.03% Add +19.2% 228,725 $21.0M
Sit Investment Associates Inc. 0.41% Reduce -5.9% 224,675 $20.7M
Community Trust & Investment Co. 1.09% Reduce -2.1% 223,907 $20.6M
CI Investments Inc. 0.09% Reduce -7.2% 221,669 $20.4M
Boone Capital Management LLC 6.35% New 220,201 $20.2M
M&T Bank Corp 0.06% Reduce -1.8% 213,762 $19.7M
Capital International, Inc. 0.15% Reduce -52.5% 213,141 $19.6M
Blair William & Co. 0.05% Add +0.5% 211,184 $19.4M
New York State Common Retirement Fund 0.03% Reduce -33.6% 210,376 $19.3M
Corient Private Wealth LP 0.03% Reduce -1.7% 208,747 $19.2M
Capital Wealth Planning, LLC 0.12% Add +97.2% 206,389 $18.9M
Oddo BHF Asset Management Sas 0.69% New 199,779 $18.4M
Guggenheim Capital LLC 0.13% Add +2.4% 195,602 $18.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 194,865 $17.9M
Migdal Insurance & Financial Holdings Ltd. 0.15% No change 194,000 $17.8M
Artia Global Partners LP 2.82% No change 190,752 $17.5M
SALT Holding Corp. 13.53% Add +984.3% 186,500 $17.1M
Gradient Investments LLC 0.27% Add +1098.9% 184,445 $17.0M
Osaic Holdings, Inc. 0.02% Reduce -3.2% 182,885 $16.8M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +5.9% 178,759 $16.4M
Caption Management, LLC 0.74% Add +109.5% 177,900 $16.4M
QRG Capital Management, Inc. 0.18% Add +19.1% 175,714 $16.2M
Federation des caisses Desjardins du Quebec 0.06% Reduce -1.8% 174,073 $16.0M
Vestmark Advisory Solutions, Inc. 0.20% Add +135.5% 161,954 $14.9M
Orion Porfolio Solutions, LLC 0.11% Reduce -0.6% 160,390 $14.7M
Cullen/Frost Bankers, Inc. 0.16% Reduce -0.2% 159,015 $14.6M
Bailard, Inc. 0.32% Add +6.4% 159,013 $14.6M
Marathon Capital Management 3.13% Reduce -2.0% 157,747 $14.5M
Chesley Taft & Associates LLC 0.55% Add +20.5% 152,750 $14.0M
FourThought Financial Partners, LLC 1.17% Add +2.7% 150,996 $13.9M
ExodusPoint Capital Management, LP 0.15% Add +889.2% 148,255 $13.6M
Hilton Capital Management, LLC 1.01% Add +0.3% 145,332 $13.4M
Glenmede Trust Co. NA 0.06% — 144,510 $13.3M
Oak Family Advisors, LLC 4.06% Reduce -0.8% 144,132 $13.3M
Peapack Gladstone Financial Corp. 0.17% Reduce -1.2% 142,674 $13.1M
Vanguard Personalized Indexing Management, LLC 0.13% Add +6.1% 142,455 $13.1M
Abc Arbitrage SA 1.21% Reduce -79.4% 140,150 $12.9M
Park National Corp. 0.40% Reduce -12.6% 139,437 $12.8M
China Universal Asset Management Co., Ltd. 0.96% Add +1.5% 135,636 $12.5M
Smith Salley Wealth Management 0.62% Reduce -0.5% 135,605 $12.5M
&partners 0.07% Add +19.3% 135,124 $12.4M
Sphera Funds Management LTD. 2.59% No change 135,060 $12.4M
Baron Capital (BAMCO) 0.03% Reduce -3.6% 135,025 $12.4M
GF Fund Management Co. LTD. 0.21% Add +3.7% 134,597 $12.4M
Rafferty Asset Management, LLC 0.04% Reduce -16.4% 134,264 $12.3M
NLB Skladi, upravljanje premozenja, d.o.o. 0.54% — 129,364 $11.9M
Callan Family Office, LLC 0.26% Add +202.6% 129,133 $11.9M
Mercer Global Advisors Inc. 0.02% Add +0.2% 129,278 $11.8M
HUB Investment Partners, LLC 0.32% New 128,635 $11.8M
Cambridge Investment Research Advisors, Inc. 0.03% Add +3.3% 127,034 $11.7M
Focus Partners Wealth 0.01% Add +25.1% 127,902 $11.6M
Parallax Volatility Advisers, L.P. 0.41% Add +30.9% 126,498 $11.6M
Wesbanco Bank Inc. 0.32% Reduce -2.7% 125,562 $11.5M
Atria Investments, Inc 0.13% Add +17.4% 125,545 $11.5M
Cumberland Partners Ltd 0.71% Add +0.2% 125,412 $11.5M
First Foundation Advisors 0.43% Reduce -6.1% 123,927 $11.4M
Hantz Financial Services, Inc. 0.17% Add +46.9% 122,860 $11.3M
Dodge & Cox 0.01% Reduce -12.0% 121,043 $11.1M
Teachers Retirement System of the State of Kentucky 0.08% Reduce -17.8% 121,018 $11.1M
SummitTX Capital, L.P. 0.33% Add +141.7% 119,940 $11.0M
Lido Advisors, LLC 0.04% Add +1.5% 131,762 $11.0M
iA Global Asset Management Inc. 0.14% Add +3.9% 118,585 $10.9M
Brooklyn Investment Group 0.50% Add +294.1% 116,901 $10.8M
Altrius Capital Management Inc 2.24% Reduce -3.8% 115,064 $10.6M
AQR Capital Management 0.01% Add +32.0% 111,959 $10.3M
Anchor Capital Advisors LLC 0.30% Reduce -2.6% 111,343 $10.2M
Prospera Financial Services Inc 0.17% Reduce -3.6% 111,014 $10.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -7.7% 109,690 $10.1M
Nomura Holdings Inc. 0.03% Add +148.2% 109,796 $10.1M
Curi Capital, LLC 0.17% Add +35.8% 108,581 $10.0M
Park Avenue Securities LLC 0.08% Add +2.8% 106,786 $9.8M
Private Advisor Group, LLC 0.04% Add +1.2% 103,693 $9.5M
Bessemer Group Inc. 0.01% Reduce -3.2% 102,696 $9.4M
GQG Partners LLC 0.02% Add +16.4% 102,372 $9.4M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +6.4% 101,828 $9.4M
Laird Norton Wetherby Trust Company, LLC 0.19% New 101,718 $9.4M
Kestra Advisory Services, LLC 0.04% Add +4.0% 100,607 $9.2M
Triglav Investments, D.O.O. 0.58% Add +0.0% 100,235 $9.2M
Quadrant Capital Group LLC 0.27% Add +4.9% 98,929 $9.1M
Atlantic Union Bankshares Corp 0.17% Add +0.8% 98,138 $9.0M
Oak Ridge Investments LLC 0.54% Add +4.0% 97,663 $9.0M
First Merchants Corp. 0.33% Add +1.6% 97,418 $9.0M
Ethic Inc. 0.14% Add +14.6% 96,702 $8.9M
Federated Hermes, Inc. 0.01% Reduce -19.3% 95,290 $8.8M
Transatlantique Private Wealth LLC 2.74% Reduce -0.3% 47,248 $8.7M
Aquatic Capital Management LLC 0.25% New 94,065 $8.6M
Mengis Capital Management, Inc. 1.52% Add +7.5% 93,361 $8.6M
Pictet North America Advisors SA 0.81% Reduce -7.4% 92,910 $8.5M
Oliver Luxxe Assets LLC 1.28% Reduce -0.2% 91,468 $8.4M
NewEdge Advisors, LLC 0.03% Add +42.2% 89,812 $8.3M
Ritholtz Wealth Management 0.15% Add +3.3% 88,255 $8.1M
Bleakley Financial Group, LLC 0.14% Add +9.3% 87,409 $8.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.4% 86,207 $7.9M
WealthPlan Investment Management, LLC 0.50% Add +0.1% 86,062 $7.9M
Nissay Asset Management Corp. /Japan 0.04% Add +8.1% 84,104 $7.7M
Capital Group Private Client Services, Inc. 0.12% Reduce -10.2% 84,027 $7.7M
Rwa Wealth Partners, LLC 0.08% Add +35.4% 83,824 $7.7M
Pinnacle Financial Partners, Inc. 0.06% — 83,791 $7.7M
Penobscot Investment Management Company, Inc. 0.58% Add +17.2% 83,539 $7.7M
Goelzer Investment Management, Inc. 0.35% Add +0.6% 82,536 $7.6M
Schonfeld Strategic Advisors LLC 0.04% Reduce -90.5% 82,047 $7.5M
Geneos Wealth Management Inc. 0.18% Reduce -0.8% 81,898 $7.5M
Advisors Asset Management, Inc. 0.12% Add +58.3% 79,730 $7.3M
Oxbow Advisors, LLC 0.64% Add +0.9% 78,288 $7.2M
Nixon Peabody Trust Co. 0.54% Add +0.1% 77,593 $7.1M
Henry James International Management Inc. 2.23% Add +32.8% 76,987 $7.1M
Benson Investment Management Company, Inc. 2.45% Add +1.1% 76,087 $7.0M
DekaBank Deutsche Girozentrale 0.01% No change 81,742 $6.8M
Purpose Unlimited Inc. 0.31% — 73,490 $6.8M
Cibc World Market Inc. 0.01% Add +10.3% 71,060 $6.5M
Simplify Asset Management Inc. 0.11% Add +92.1% 70,980 $6.5M
Ieq Capital, LLC 0.02% Reduce -5.8% 70,389 $6.5M
Pinkerton Wealth, LLC 0.66% Reduce -1.1% 70,033 $6.4M
Taproot Management LP 1.04% — 69,996 $6.4M
Turtle Creek Wealth Advisors, LLC 0.50% Add +19.2% 68,841 $6.3M
Shelton Capital Management 0.12% Reduce -3.7% 66,561 $6.1M
Wilmington Savings Fund Society, FSB 0.14% Add +0.3% 66,450 $6.1M
Rossmore Private Capital 0.55% Add +2.8% 66,392 $6.1M
RNC Capital Management LLC 0.28% Reduce -0.7% 66,035 $6.1M
Signaturefd, LLC 0.09% Add +2.9% 65,776 $6.0M
Guardian Capital LP 0.18% Reduce -21.2% 65,473 $6.0M
Patten Group, Inc. 1.11% Reduce -1.5% 65,406 $6.0M
Apollon Wealth Management, LLC 0.10% Add +318.1% 65,229 $6.0M
Evergreen Capital Management LLC 0.13% Add +50.1% 65,042 $6.0M
Azzad Asset Management Inc. 0.59% Add +0.4% 64,952 $6.0M
Pittenger & Anderson Inc. 0.23% Add +0.5% 64,920 $6.0M
SouthState Bank Corp 0.26% Add +3.7% 63,722 $5.9M
True Freedom Investing, LLC 0.40% New 63,428 $5.8M
Gabelli Funds LLC 0.04% Reduce -12.9% 63,000 $5.8M
GLOBALT Investments LLC / GA 0.21% Reduce -2.6% 62,411 $5.7M
Valicenti Advisory Services Inc. 1.19% Add +1.8% 61,796 $5.7M
Timber Creek Capital Management LLC 1.31% Reduce -0.8% 61,415 $5.6M
Brandywine Oak Private Wealth LLC 0.47% Reduce -5.5% 61,169 $5.6M
Cox Capital Mgt LLC 3.45% Add +1.5% 58,689 $5.5M
Logan Capital Management Inc. 0.23% Add +18.9% 60,131 $5.5M
Naviter Wealth, LLC 0.72% Reduce -16.7% 60,013 $5.5M
Asio Capital, LLC 0.78% Add +1.6% 59,803 $5.5M
Jones Financial Companies LLLP 0.00% Add +43.5% 59,663 $5.5M
Principal Securities, Inc. 0.08% Add +4.2% 59,527 $5.5M
Benjamin Edwards Inc. 0.06% Reduce -9.5% 59,364 $5.5M
Motco 0.48% Reduce -2.7% 57,872 $5.3M
Factory Mutual Insurance Co. 0.05% No change 57,852 $5.3M
Ingalls & Snyder LLC 0.20% Reduce -4.6% 57,531 $5.3M
Walleye Trading LLC 0.09% Reduce -53.8% 57,518 $5.3M
Exome Asset Management LLC 2.60% No change 28,362 $5.3M
Vise Technologies, Inc. 0.10% Add +89.6% 56,496 $5.2M
Envestnet Portfolio Solutions, Inc. 0.02% Add +5.3% 56,328 $5.2M
Global Retirement Partners, LLC 0.09% Add +121.4% 56,118 $5.2M
NewEdge Wealth, LLC 0.06% Add +15.8% 56,114 $5.2M
AIMZ Investment Advisors, LLC 1.47% Reduce -0.8% 55,781 $5.1M
Tower Research Capital LLC (TRC) 0.12% Reduce -75.1% 55,506 $5.1M
Bryn Mawr Trust Advisors, LLC 0.24% Add +0.3% 55,402 $5.1M
Steward Partners Investment Advisory, LLC 0.03% Add +3.5% 55,073 $5.1M
Profund Advisors LLC 0.15% Add +9.5% 54,072 $5.0M
Daiwa Securities Group Inc. 0.02% Add +9.7% 54,060 $5.0M
Keybank National Association 0.02% Add +4.8% 54,039 $5.0M
Crossmark Global Holdings, Inc. 0.07% Reduce -1.5% 53,829 $4.9M
HSBC Holdings PLC 0.00% Add +0.4% 53,265 $4.9M
Eagle Global Advisors LLC 0.18% Reduce -0.6% 53,202 $4.9M
Kennedy Capital Management LLC 0.10% Add +2.2% 52,962 $4.9M
Fiduciary Group, LLC 0.40% Add +0.8% 52,205 $4.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +5.8% 52,254 $4.8M
HM Payson & Co. 0.07% Add +58.2% 51,517 $4.7M
DRW Securities, LLC 0.36% Reduce -19.1% 51,483 $4.7M
Morton Community Bank 1.02% Add +3.4% 50,977 $4.7M
Naples Global Advisors, LLC 0.35% Reduce -3.4% 51,244 $4.7M
Mgo One Seven LLC 0.10% Add +10.0% 51,051 $4.7M
Samjo Management, LLC 1.81% Reduce -3.6% 50,965 $4.7M
Choreo, LLC 0.06% Add +7.1% 50,441 $4.7M
Brookmont Capital Management 2.68% Reduce -1.1% 50,355 $4.6M
Concurrent Investment Advisors, LLC 0.05% Add +30.5% 50,240 $4.6M
Stanley-Laman Group, Ltd. 0.59% Add +3.7% 50,112 $4.6M
Nwi Management LP 0.28% No change 50,000 $4.6M
HB Wealth Management, LLC 0.03% Add +5.0% 49,922 $4.6M
Robbins Farley 2.08% Reduce -7.8% 49,906 $4.6M
Vident Advisory, LLC 0.04% Reduce -3.5% 49,591 $4.6M
Ramirez Asset Management, Inc. 0.60% Add +5.6% 49,262 $4.5M
DAVENPORT & Co LLC 0.02% Add +0.4% 49,055 $4.5M
Seascape Capital Management 1.26% Add +1.2% 48,334 $4.4M
Channel Wealth LLC 1.12% Reduce -18.0% 47,953 $4.4M
Moody LYNN Lieberson & Walker, LLC 0.23% Add +89.1% 47,878 $4.4M
Dynasty Wealth Management, LLC 0.04% Reduce -44.1% 23,782 $4.4M
James Investment Research, Inc. 0.47% Reduce -21.1% 47,192 $4.3M
Sound View Wealth Advisors Group, LLC 0.29% Add +0.7% 47,106 $4.3M
William Blair Investment Management, LLC 0.01% Add +43.4% 47,059 $4.3M
AMG National Trust Bank 0.10% Add +8.7% 46,714 $4.3M
Aviso Financial Inc. 0.16% Add +4.5% 46,393 $4.3M
Clayton Partners LLC 3.06% Reduce -1.1% 46,139 $4.2M
Credit Agricole S A 0.01% Add +103.2% 44,707 $4.1M
DCF Advisers, LLC 1.34% New 44,300 $4.1M
Caprock Group, LLC 0.09% Add +13.8% 43,939 $4.0M
Harvest Fund Management Co., Ltd 0.15% Add +20.9% 43,583 $4.0M
Composition Wealth, LLC 0.06% Add +0.4% 43,579 $4.0M
GAM Holding AG 0.25% New 42,793 $3.9M
Arkadios Wealth Advisors 0.08% Add +134.5% 42,683 $3.9M
Compound Planning, Inc. 0.12% Add +29.3% 42,583 $3.9M
Pacer Advisors, Inc. 0.01% Add +3.5% 42,369 $3.9M
Natural Investments, LLC 0.95% Reduce -6.3% 41,679 $3.8M
D. E. Shaw & Co. 0.00% Reduce -82.1% 41,437 $3.8M
Madison Asset Management, LLC 0.04% Reduce -3.8% 40,584 $3.7M
LGT Fund Management Co Ltd. 0.29% No change 39,958 $3.7M
Sivik Global Healthcare LLC 1.80% New 40,000 $3.7M
Sequoia Financial Advisors, LLC 0.02% Add +1.4% 39,691 $3.6M
Thrivent Financial for Lutherans 0.01% Add +93.1% 39,329 $3.6M
Westview Management dba Westview Investment Advisors 1.71% — 39,136 $3.6M
Louisiana State Employees Retirement System 0.06% Reduce -8.9% 39,000 $3.6M
Snowden Capital Advisors LLC 0.09% Add +5.3% 38,524 $3.5M
Foundation Wealth Management, LLC\PA 1.28% No change 38,411 $3.5M
Marks Group Wealth Management, Inc 0.33% Add +9.7% 37,787 $3.5M
LGT Group Foundation 0.04% Add +1309.2% 37,076 $3.4M
Verdence Capital Advisors LLC 0.20% Reduce -10.1% 37,297 $3.4M
Exencial Wealth Advisors, LLC 0.11% Add +4.7% 36,813 $3.4M
Ballentine Partners, LLC 0.05% Add +4.6% 36,623 $3.4M
Gray Foundation 0.84% New 36,537 $3.4M
WCG Wealth Advisors LLC 0.09% New 35,883 $3.3M
Tealwood Asset Management Inc. 1.48% Reduce -0.2% 35,810 $3.3M
GeoWealth Management, LLC 0.12% Add +70.7% 35,779 $3.3M
GC Wealth Management RIA, LLC 0.12% Add +8.8% 35,401 $3.3M
Searle & Co. 0.84% No change 35,350 $3.2M
Merit Financial Group, LLC 0.03% Reduce -3.6% 35,186 $3.2M
Equitable Trust Co. 0.14% Reduce -0.6% 34,910 $3.2M
CenterBook Partners LP 0.16% Add +11.3% 34,800 $3.2M
HighPoint Advisor Group LLC 0.07% Add +16.6% 33,842 $3.1M
Aperture Investors, LLC 0.43% No change 33,732 $3.1M
Pinnacle Associates Ltd. 0.04% Add +15.3% 33,559 $3.1M
Parr McKnight Wealth Management Group, LLC 0.40% Reduce -1.8% 33,369 $3.1M
Financial Gravity Asset Management, Inc. 0.59% Reduce -30.3% 33,313 $3.1M
Old Port Advisors 0.75% Add +7.6% 33,190 $3.1M
Money Concepts Capital Corp. 0.17% Add +2.1% 32,808 $3.0M
Founders Financial Securities LLC 0.17% Add +3.2% 32,277 $3.0M
Columbus Macro, LLC 0.32% Reduce -3.8% 32,172 $3.0M
Third View Private Wealth, LLC 0.40% — 32,091 $3.0M
SCS Capital Management LLC 0.03% Reduce -82.5% 32,056 $2.9M
Rakuten Investment Management, Inc. 0.01% Add +7776.8% 31,507 $2.9M
Calamos Wealth Management LLC 0.10% New 31,549 $2.9M
United Capital Financial Advisors, LLC 0.02% Add +4.7% 30,829 $2.8M
Bellevue Group AG 0.05% Reduce -14.6% 30,431 $2.8M
White Lighthouse Investment Management Inc. 0.39% Reduce -7.2% 30,374 $2.8M
Beacon Pointe Advisors, LLC 0.02% Add +90.6% 30,059 $2.8M
Qtron Investments LLC 0.36% Reduce -5.4% 29,970 $2.8M
Nordea Investment Management AB 0.00% Add +223.0% 29,888 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -68.1% 29,814 $2.7M
NTV Asset Management LLC 0.29% Reduce -0.0% 29,452 $2.7M
EP Wealth Advisors, LLC 0.01% — 29,217 $2.7M
Smartleaf Asset Management LLC 0.10% Add +15.5% 28,594 $2.6M
Kestra Private Wealth Services, LLC 0.03% Add +5.9% 28,709 $2.6M
Element Squared LLC 1.42% Add +1.2% 28,452 $2.6M
TD Waterhouse Canada Inc. 0.02% Add +623.8% 28,401 $2.6M
Venturi Wealth Management, LLC 0.12% Add +9.6% 28,398 $2.6M
MMBG Investment Advisors Co. 0.22% Add +82.9% 28,379 $2.6M
Cibc World Markets Corp. 0.01% — 28,355 $2.6M
OpenArc Corporate Advisory, LLC 0.04% — 28,121 $2.6M
Aaron Wealth Advisors LLC 0.14% Add +31.9% 27,984 $2.6M
Signet Financial Management, LLC 0.29% New 27,899 $2.6M
Jamison Private Wealth Management, Inc. 0.32% Reduce -0.8% 27,838 $2.6M
Flow Traders U.S. LLC 0.08% New 27,594 $2.5M
Valley National Advisers Inc. 0.35% Reduce -5.1% 27,247 $2.5M
Yousif Capital Management, LLC 0.03% Reduce -18.0% 27,713 $2.5M
World Investment Advisors 0.04% Add +108.9% 27,098 $2.5M
Commerce Bank 0.01% Add +9.4% 26,906 $2.5M
Citizens National Bank Trust Department 0.42% Reduce -2.1% 26,368 $2.4M
Rhumbline Advisers 0.00% Reduce -2.5% 26,094 $2.4M
Dillon & Associates Inc. 0.31% Add +2.9% 25,963 $2.4M
Greenleaf Trust 0.02% Add +2.0% 25,769 $2.4M
Parrish Capital LLC 2.14% — 25,666 $2.4M
SBI Okasan Asset Management Co.Ltd. 0.13% — 25,037 $2.3M
Frank, Rimerman Advisors LLC 0.15% Add +2.4% 25,168 $2.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +5.5% 24,560 $2.3M
SageView Advisory Group, LLC 0.08% Add +3.8% 24,496 $2.3M
OneDigital Investment Advisors LLC 0.02% Reduce -5.5% 24,454 $2.2M
Bank Ozk 0.79% New 24,332 $2.2M
D.A. Davidson & Co. 0.01% Reduce -20.2% 24,317 $2.2M
Stephens Inc. 0.03% Add +3.1% 24,156 $2.2M
Xxi Wealth, LLC 1.33% — 23,865 $2.2M
Syon Capital LLC 0.11% Add +3.7% 23,862 $2.2M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -3.0% 23,752 $2.2M
Wealthcare Advisory Partners LLC 0.04% Add +1.8% 23,544 $2.2M
Equitable Holdings, Inc. 0.01% Reduce -2.0% 23,442 $2.2M
Nomura Asset Management Co. Ltd. 0.01% Add +12.4% 23,290 $2.1M
AdvisorNet Financial, Inc 0.11% Add +2.9% 23,167 $2.1M
Perigon Wealth Management, LLC 0.04% Add +9.4% 23,059 $2.1M
Princeton Capital Management LLC 0.55% New 23,018 $2.1M
Evelyn Partners Asset Management Ltd 0.49% Reduce -0.7% 22,931 $2.1M
Stablepoint Partners, LLC 0.33% Add +1.7% 22,789 $2.1M
Farther Finance Advisors, LLC 0.02% Add +121.6% 22,666 $2.1M
Karras Company, Inc. 2.03% — 22,645 $2.1M
Diversify Advisory Services, LLC 0.07% Add +5.2% 21,850 $2.1M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -33.9% 22,428 $2.1M
Zions Bancorporation, National Association 0.09% Add +2.1% 22,352 $2.1M
Vaughan Nelson Investment Management, L.P. 0.02% Reduce -6.6% 22,161 $2.0M
Tidal Investments LLC 0.01% Reduce -71.0% 22,143 $2.0M
Canandaigua National Bank & Trust Co. 0.18% Add +7.2% 22,080 $2.0M
Axxcess Wealth Management, LLC 0.04% Reduce -8.0% 21,658 $2.0M
Dymon Asia Capital (singapore) Pte. LTD. 0.44% Add +7.0% 21,400 $2.0M
Iams Wealth Management, LLC 0.71% Reduce -20.4% 21,371 $2.0M
Pinnacle Wealth Planning Services, Inc. 0.20% Add +2.7% 21,313 $2.0M
AlphaCentric Advisors LLC 1.95% — 21,243 $2.0M
Vista Investment Management 0.64% Add +0.3% 21,215 $2.0M
Hohimer Wealth Management, LLC 0.26% Add +0.5% 21,147 $1.9M
Ameritas Investment Partners, Inc. 0.06% Add +7.7% 21,103 $1.9M
Florida Trust Wealth Management Co 0.05% Add +7.2% 20,784 $1.9M
First American Bank 0.12% Reduce -0.1% 20,782 $1.9M
Potomac Fund Management Inc. 0.07% Reduce -3.6% 20,737 $1.9M
Toronto Dominion Bank 0.00% Reduce -49.5% 20,705 $1.9M
J.W. Cole Advisors, Inc. 0.05% Add +3.5% 21,045 $1.9M
Prime Capital Investment Advisors, LLC 0.02% Reduce -2.3% 20,600 $1.9M
Monte Financial Group, LLC 0.70% No change 20,479 $1.9M
Sagespring Wealth Partners, LLC 0.03% Reduce -2.6% 20,235 $1.9M
MAI Capital Management 0.01% Reduce -0.8% 20,191 $1.9M
Brandywine Global Investment Management, LLC 0.01% Reduce -95.2% 20,157 $1.9M
Personal Cfo Solutions, LLC 0.29% Add +7.8% 20,145 $1.9M
Brown Advisory Inc. 0.00% Add +52.6% 20,121 $1.8M
Meitav Investment House Ltd. 0.02% Reduce -4.8% 20,040 $1.8M
Nomura Asset Management International Inc. 0.00% — 19,746 $1.8M
Checchi Capital Advisers, LLC 0.12% Reduce -3.6% 19,723 $1.8M
Twin Tree Management, LP 0.18% Add +2356.9% 19,631 $1.8M
TD Private Client Wealth LLC 0.04% Reduce -5.2% 19,607 $1.8M
Farringdon Capital, Ltd. 0.44% Reduce -14.0% 19,514 $1.8M
Norinchukin Bank, The 0.02% Add +18.3% 19,501 $1.8M
West Family Investments, Inc. 0.42% No change 19,351 $1.8M
Texas Bank & Trust Co 0.64% Add +4.6% 19,067 $1.8M
Laurion Capital Management LP 0.12% No change 19,000 $1.7M
Regions Financial Corp. 0.01% Add +1.6% 18,981 $1.7M
Cwm, LLC 0.00% Add +11.9% 18,967 $1.7M
Wealth Alliance, LLC 0.17% Reduce -0.6% 18,930 $1.7M
Bank of Hawaii 0.09% Add +6.8% 18,756 $1.7M
Forum Financial Management, LP 0.02% Reduce -0.2% 18,504 $1.7M
NorthCrest Asset Manangement, LLC 0.04% Reduce -2.8% 18,512 $1.7M
TLWM 0.31% Reduce -1.7% 18,204 $1.7M
Dynamic Advisor Solutions LLC 0.05% Add +25.4% 18,196 $1.7M
CSM Advisors, LLC 0.05% Add +21.9% 18,136 $1.7M
Lester Murray Antman dba SimplyRich 0.43% Add +0.9% 18,063 $1.7M
Blue Trust, Inc. 0.02% Reduce -5.9% 17,993 $1.7M
Savant Capital, LLC 0.01% Reduce -7.0% 17,864 $1.6M
IHT Wealth Management, LLC 0.04% Add +0.3% 17,527 $1.6M
Coppell Advisory Solutions LLC 0.16% Reduce -11.0% 17,132 $1.6M
Coldstream Capital Management Inc. 0.02% Add +2.0% 17,147 $1.6M
Sowell Financial Services LLC 0.06% Reduce -7.3% 17,074 $1.6M
Intrust Bank NA 0.13% Add +3.7% 16,912 $1.6M
U.S. Capital Wealth Advisors, LLC 0.04% Add +2.2% 16,899 $1.6M
Brian Low Financial Group, LLC 1.10% Reduce -4.7% 16,893 $1.6M
Hancock Whitney Corp. 0.03% Reduce -5.3% 16,279 $1.5M
AE Wealth Management LLC 0.01% Add +44.6% 16,195 $1.5M
Integrated Wealth Concepts LLC 0.02% Reduce -37.3% 16,052 $1.5M
Figure 8 Investment Strategies LLC 1.31% Reduce -0.1% 16,029 $1.5M
Allworth Financial LP 0.01% Reduce -1.3% 15,951 $1.5M
Comprehensive Financial Consultants Institutional, Inc. 0.44% Reduce -6.0% 15,843 $1.5M
Cooper Financial Group 0.15% Reduce -1.7% 15,834 $1.5M
Ascent Group, LLC 0.05% Reduce -4.5% 15,767 $1.4M
Voleon Capital Management LP 0.03% Add +126.7% 15,725 $1.4M
VestGen Advisors, LLC 0.06% Add +307.4% 15,704 $1.4M
Cookson Peirce & Co. Inc. 0.06% Add +14.3% 15,620 $1.4M
Exchange Traded Concepts, LLC 0.01% Add +0.3% 15,423 $1.4M
Fulton Bank, N.A. 0.05% Reduce -2.2% 15,422 $1.4M
PCM Encore, LLC 0.30% — 15,383 $1.4M
Sectoral Asset Management Inc. 1.12% Reduce -18.8% 15,232 $1.4M
Transcend Capital Advisors, LLC 0.11% Reduce -8.3% 15,199 $1.4M
Arax Advisory Partners 0.04% Reduce -39.8% 15,176 $1.4M
Sterling Capital Management LLC 0.02% Add +5.2% 15,090 $1.4M
UMB Bank, n.a. 0.02% Add +2.1% 15,047 $1.4M
Diameter Capital Partners LP 0.15% New 15,000 $1.4M
Cyndeo Wealth Partners, LLC 0.07% Reduce -5.2% 14,793 $1.4M
Altfest L J & Co. Inc. 0.15% Reduce -11.2% 14,788 $1.4M
Meridian Wealth Management, LLC 0.05% Add +1.7% 14,787 $1.4M
CENTRAL TRUST Co 0.03% Add +24.0% 14,713 $1.4M
RFG Advisory, LLC 0.03% New 14,706 $1.4M
Investors Asset Management of Georgia Inc. /Ga/ 0.56% No change 14,590 $1.3M
SeaCrest Wealth Management, LLC 0.14% Reduce -2.2% 14,080 $1.3M
Burney Co./ 0.04% Add +1.7% 14,536 $1.3M
Elevation Point Wealth Partners, LLC 0.06% Reduce -60.0% 14,471 $1.3M
Brucke Financial, Inc. 0.72% Add +25.0% 14,344 $1.3M
Mitchell & Pahl Private Wealth, LLC 0.55% Reduce -0.6% 14,288 $1.3M
AlphaCore Capital LLC 0.03% Add +0.1% 14,252 $1.3M
SkyView Investment Advisors, LLC 0.16% Reduce -1.4% 14,179 $1.3M
Wedbush Securities Inc. 0.04% Add +26.0% 14,099 $1.3M
Avestar Capital, LLC 0.09% Reduce -0.5% 14,033 $1.3M
Garton & Associates Financial Advisors LLC 0.74% — 14,028 $1.3M
Catalyst Funds Management Pty Ltd 0.30% Reduce -13.0% 14,000 $1.3M
Denali Advisors LLC 0.14% Add +56.0% 13,999 $1.3M
VELA Investment Management, LLC 0.35% No change 13,987 $1.3M
Malaga Cove Capital, LLC 0.45% Reduce -4.2% 13,986 $1.3M
Klein Pavlis & Peasley Financial, Inc. 0.76% Reduce -1.1% 13,978 $1.3M
A. D. Beadell Investment Counsel, Inc. 0.83% No change 13,960 $1.3M
Rehmann Capital Advisory Group 0.07% Add +22.9% 13,924 $1.3M
Optas, LLC 0.20% Reduce -8.1% 13,857 $1.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.42% Reduce -0.4% 13,704 $1.3M
Moors & Cabot, Inc. 0.05% Reduce -0.3% 13,672 $1.3M
Basecamp Wealth Advisors LLC 0.26% — 13,336 $1.2M
Leavell Investment Management, Inc. 0.05% Add +0.3% 13,291 $1.2M
GAMMA Investing LLC 0.06% Add +18.2% 13,282 $1.2M
Lebenthal Global Advisors, LLC 0.19% New 13,279 $1.2M
Elevated Private Wealth, LLC 1.27% — 13,255 $1.2M
Fiduciary Trust Co 0.01% Add +0.7% 13,224 $1.2M
44 Wealth Management LLC 0.41% Reduce -21.0% 13,207 $1.2M
Ameritas Advisory Services, LLC 0.05% Add +441.4% 13,151 $1.2M
Indivisible Partners 0.13% — 13,043 $1.2M
Montecito Bank & Trust 0.19% Reduce -20.2% 12,983 $1.2M
Carnegie Investment Counsel 0.02% Reduce -7.2% 12,930 $1.2M
Calamos Advisors LLC 0.01% Add +5.7% 12,878 $1.2M
LMCG Investments, LLC 0.07% Reduce -39.6% 12,742 $1.2M
Copos Capital B.V. 0.81% — 12,657 $1.2M
Abacus Wealth Partners, LLC 0.11% New 12,636 $1.2M
IFP Advisors, Inc 0.03% Add +160.2% 12,567 $1.2M
Cresset Asset Management, LLC 0.00% Add +11.8% 12,527 $1.2M
Westport Asset Management Inc. 0.48% No change 15,000 $1.2M
Venture Visionary Partners LLC 0.04% Reduce -0.1% 12,474 $1.1M
Hanson & Doremus Investment Management 0.14% Reduce -3.3% 12,409 $1.1M
Mutual Advisors, LLC 0.02% Reduce -1.0% 12,376 $1.1M
Wedmont Private Capital 0.04% Add +9.6% 11,901 $1.1M
Kingsview Wealth Management, LLC 0.02% Add +1.3% 12,299 $1.1M
Old National Bancorp 0.02% Add +0.7% 12,257 $1.1M
Advocate Group LLC 0.18% Reduce -2.5% 12,221 $1.1M
Hilltop National Bank 0.27% Add +165.0% 12,184 $1.1M
LVW Advisors, LLC 0.11% Reduce -20.7% 12,145 $1.1M
SIH Partners, LLLP 0.07% Reduce -0.4% 12,145 $1.1M
Hartford Funds Management Co LLC 0.09% Reduce -1.7% 12,027 $1.1M
Cherokee Insurance Co 0.45% No change 12,000 $1.1M
Empire Financial Management Company, LLC 0.24% No change 12,000 $1.1M
Gibbs Wealth Management 0.27% Reduce -19.4% 11,644 $1.1M
Flaharty Asset Management, LLC 0.14% Reduce -1.0% 11,983 $1.1M
Versant Capital Management, Inc 0.14% Add +10.7% 11,981 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +29.9% 11,960 $1.1M
PDS Planning, Inc 0.07% Add +1.6% 11,852 $1.1M
DE Burlo Group Inc. 0.13% No change 11,626 $1.1M
Mattson Financial Services, LLC 0.25% New 11,603 $1.1M
Portside Wealth Group, LLC 0.14% Add +15.2% 11,599 $1.1M
Grove Bank & Trust 0.12% Add +0.8% 11,570 $1.1M
Connable Office Inc. 0.10% Reduce -4.1% 11,521 $1.1M
Stratos Wealth Partners, LTD. 0.01% Add +11.4% 11,309 $1.0M
Kathmere Capital Management, LLC 0.07% Add +3.8% 11,278 $1.0M
Stockman Wealth Management, Inc. 0.12% No change 11,277 $1.0M
Tiaa Trust, National Association 0.00% Reduce -8.6% 11,224 $1.0M
Canandaigua National Trust Co of Florida 0.64% Add +5.7% 11,093 $1.0M
Caldwell Trust Co 0.09% Add +3075.8% 11,020 $1.0M
Horizon Kinetics Asset Management LLC 0.01% Reduce -4.2% 10,994 $1.0M
Sunbelt Securities, Inc. 0.07% Reduce -0.7% 10,988 $1.0M
EPG Wealth Management LLC 0.27% New 10,933 $1.0M
Marshall Wace, LLP 0.00% Reduce -98.4% 10,920 $1.0M
Wealthspire Advisors, LLC 0.01% Reduce -58.2% 10,859 $998K
Bridgewater Advisors Inc. 0.06% Add +3.3% 10,970 $993K
RB Capital Management, LLC 0.21% Reduce -3.7% 10,686 $982K
Channing Global Advisors, LLC 0.63% Add +5.8% 10,682 $982K
Sage Rhino Capital LLC 0.19% Reduce -15.9% 10,674 $981K
Clarius Group, LLC 0.06% No change 10,671 $981K
Phillips Wealth Planners LLC 0.79% Reduce -5.1% 10,828 $980K
Berkshire Asset Management LLC 0.04% No change 10,565 $971K
Sigma Planning Corp 0.03% Add +128.6% 10,520 $967K
Amundi 0.00% Add +1.2% 10,490 $964K
Summit Financial, LLC 0.01% Add +22.1% 10,477 $963K
Keel Point, LLC 0.06% Reduce -2.6% 10,452 $961K
Dakota Wealth Management 0.02% Add +115.3% 10,449 $961K
J.Safra Asset Management Corp 0.05% New 10,412 $957K
Courier Capital LLC 0.05% No change 10,377 $954K
Central Pacific Bank - Trust Division 0.12% New 10,359 $952K
Strategic Global Advisors, LLC 0.14% Add +205.3% 10,106 $929K
Clearstead Advisors, LLC 0.01% Reduce -0.4% 10,078 $927K
USA Financial Formulas 0.17% New 10,063 $925K
Harbour Investments, Inc. 0.02% Reduce -2.1% 10,038 $923K
Marotta Asset Management 0.17% Reduce -2.2% 10,001 $919K
Essex Financial Services, Inc. 0.05% Reduce -6.7% 10,001 $919K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -2.6% 9,939 $914K
1620 Investment Advisors, Inc. 0.61% Reduce -0.6% 9,932 $913K
Texas Yale Capital Corp. 0.03% Add +5.0% 9,800 $901K
Driehaus Capital Management LLC 0.01% Add +62.4% 9,774 $899K
Signature Estate & Investment Advisors LLC 0.02% Reduce -5.6% 9,764 $898K
Summit Trail Advisors, LLC 0.02% Reduce -21.2% 9,714 $893K
FDx Advisors, Inc. 0.45% Add +33.8% 9,611 $884K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -19.8% 9,539 $877K
Guerra Pan Advisors, LLC 0.52% No change 9,509 $874K
Community Bank & Trust, Waco, Texas 0.18% Add +7.9% 9,474 $871K
Entropy Technologies, LP 0.05% New 9,439 $868K
Aries Wealth Management 0.19% Add +1.9% 9,427 $867K
Henshaw Capital LLC 0.03% No change 9,380 $862K
ICICI Prudential Asset Management Co Ltd 0.10% Add +3.9% 9,368 $861K
Lineweaver Wealth Advisors, LLC 0.12% Add +6.0% 9,297 $855K
Johnson Investment Counsel Inc. 0.01% Reduce -1.3% 9,297 $855K
EJMK Ventures LLC 0.52% — 9,249 $850K
Covenant Partners, LLC 0.25% No change 9,246 $850K
Accurate Wealth Management, LLC 0.11% Add +3.5% 8,875 $840K
Insigneo Advisory Services, LLC 0.06% Reduce -3.2% 9,121 $838K
Advocate Investing Services LLC 0.75% — 9,100 $837K
Bank of Stockton 0.24% Add +91.3% 9,063 $833K
Kingswood Wealth Advisors, LLC 0.04% Add +180.8% 9,024 $830K
Diversified Enterprises, LLC 0.05% Add +28.8% 9,019 $829K
GKV Capital Management Co., Inc. 0.31% New 9,000 $827K
ADAR1 Capital Management, LLC 0.06% New 9,000 $827K
Westover Capital Advisors, LLC 0.15% Add +35.1% 8,985 $826K
Huntington National Bank 0.01% Reduce -7.6% 8,956 $823K
Aprio Wealth Management, LLC 0.05% Add +58.0% 8,926 $821K
Supplemental Annuity Collective Trust of NJ 0.21% Reduce -16.0% 8,921 $820K
Fiera Capital Corp 0.00% Add +28.9% 8,915 $820K
Baker Tilly Wealth Management, LLC 0.20% Reduce -8.1% 8,913 $819K
Ellevest, Inc. 0.11% Add +0.4% 8,895 $818K
Allianz SE 0.01% Add +20.0% 8,893 $818K
Nwam LLC 0.05% No change 8,667 $815K
Heritage Wealth Management, Inc. 0.23% Reduce -0.1% 8,830 $812K
QP Wealth Management, LLC 0.71% — 8,816 $810K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -14.5% 8,814 $810K
New Republic Capital, LLC 0.22% Add +150.1% 8,811 $810K
Choate Investment Advisors 0.02% Reduce -15.8% 8,683 $798K
Berman McAleer LLC 0.11% Add +0.1% 8,672 $797K
Greystone Financial Group, LLC 0.12% Reduce -0.5% 8,660 $796K
Ascentis Independent Advisors 0.13% Add +8.8% 8,593 $790K
Advyzon Investment Management, LLC 0.09% New 8,483 $780K
Oakworth Capital, Inc. 0.04% No change 8,408 $773K
Vontobel Holding Ltd. 0.00% Reduce -15.5% 8,391 $771K
Bank of Nova Scotia 0.00% Add +5.5% 8,390 $771K
Columbia Asset Management 0.14% No change 8,379 $770K
Castle Hook Partners LP 0.01% New 8,233 $757K
FSM Wealth Advisors, LLC 0.10% Add +8.8% 8,192 $753K
Crumly & Associates Inc. 0.16% Reduce -4.8% 8,111 $746K
Frec Markets, Inc. 0.22% — 8,110 $746K
Gallacher Capital Management LLC 0.29% Reduce -0.1% 8,093 $744K
Beacon Investment Advisory Services, Inc. 0.03% No change 8,087 $743K
Advisors Capital Management, LLC 0.01% Add +7.2% 8,080 $743K
Kendall Capital Management 0.15% No change 8,033 $739K
Cullinan Associates Inc. 0.05% No change 8,026 $738K
Sivia Capital Partners, LLC 0.15% Add +16.6% 7,996 $735K
Ar Asset Management Inc. 0.15% No change 8,000 $735K
Five Oceans Advisors 0.26% No change 7,994 $735K
Legacy Capital Wealth Partners, LLC 0.16% Reduce -9.1% 7,992 $735K
Confluence Wealth Services, Inc. 0.03% Reduce -32.1% 7,982 $734K
Jefferies Financial Group Inc. 0.01% New 7,976 $733K
Heritage Family Offices, LLP 0.33% Reduce -10.4% 7,972 $733K
Glenview Trust Co 0.01% Add +65.3% 7,923 $728K
Procyon Advisors, LLC 0.04% Add +82.4% 7,911 $727K
Skba Capital Management LLC 0.10% Reduce -0.4% 7,861 $723K
Hamel Associates, Inc. 0.22% New 7,854 $722K
Mission Wealth Management, LP 0.01% Reduce -3.3% 7,837 $720K
Atlatl Advisers LLC 0.28% Add +33.0% 7,830 $720K
Haverford Trust Co 0.01% Add +12.3% 7,828 $720K
180 Wealth Advisors, LLC 0.08% Add +6.0% 7,816 $719K
First City Capital Management, Inc. 0.38% No change 7,788 $716K
Miller Global Investments, LLC 0.64% — 7,716 $709K
Fifth Third Bancorp 0.00% Add +17.1% 7,580 $697K
Rathbones Group PLC 0.00% Reduce -35.8% 7,537 $693K
Trust Co. of Toledo NA 0.07% Add +8.7% 7,521 $691K
Fca Corp. 0.19% No change 7,500 $689K
ABN AMRO Bank N.V. 0.01% Reduce -8.0% 7,514 $688K
Evelyn Partners Investment Management LLP 0.02% Add +2.4% 7,473 $687K
LVM Capital Management Ltd. 0.06% No change 7,411 $681K
Journey Strategic Wealth LLC 0.02% Reduce -9.2% 7,389 $679K
Jacobi Capital Management LLC 0.04% Reduce -2.9% 7,363 $677K
Argonautica Private Wealth Management, Inc. 0.20% Add +48.5% 7,362 $677K
S Harris Financial Group, LLC 0.65% — 7,355 $676K
Nations Financial Group Inc, /Ia/ 0.04% Add +36.3% 7,317 $673K
Pekin Hardy Strauss, Inc. 0.06% Add +99.6% 7,284 $670K
Bingham Private Wealth, LLC 0.58% — 7,281 $669K
Norden Group LLC 0.07% Reduce -10.0% 7,258 $667K
Wick Capital Partners, LLC 0.12% Add +0.3% 7,226 $664K
Cohen Investment Advisors LLC 0.30% Reduce -1.4% 7,175 $660K
Stock Yards Bank & Trust Co. 0.02% No change 7,114 $654K
First Manhattan Co. Llc. 0.00% Add +0.1% 7,111 $654K
Krilogy Financial LLC 0.02% Reduce -23.4% 6,898 $650K
Quadrature Capital Ltd 0.01% New 7,051 $648K
NWF Advisory Services Inc. 0.07% Reduce -0.7% 7,020 $645K
Fruth Investment Management 0.17% No change 6,998 $643K
Flagship Harbor Advisors, LLC 0.03% Reduce -7.2% 6,973 $641K
Chung Wu Investment Group, LLC 0.52% Reduce -1.4% 6,950 $639K
Integrity Alliance, Llc. 0.02% Reduce -10.8% 6,941 $638K
Pursuit Wealth Management LLC 0.55% — 6,917 $636K
Traveka Wealth, LLC 0.26% Add +0.8% 6,898 $634K
McLean Asset Management Corp 0.11% No change 6,494 $626K
Banco de Sabadell, S.A 0.40% Add +22.4% 6,773 $619K
New England Research & Management, Inc. 0.27% No change 6,697 $616K
Evoke Wealth, LLC 0.01% Add +45.3% 6,697 $616K
Koshinski Asset Management, Inc. 0.04% No change 6,644 $611K
Avantra Family Wealth, Inc. 0.44% Add +0.5% 6,626 $609K
Centaurus Financial, Inc. 0.03% Reduce -10.8% 6,620 $609K
Gryphon Financial Partners LLC 0.07% Add +20.8% 6,612 $608K
Spire Wealth Management 0.02% Add +10.0% 6,556 $603K
Key Financial Inc 0.11% Reduce -15.9% 6,555 $603K
Hamilton Wealth, LLC 0.11% Add +16.5% 6,478 $596K
Evolve Private Wealth, LLC 0.04% — 6,474 $595K
AlTi Global, Inc. 0.01% Add +61.2% 6,467 $595K
Grandfield & Dodd, LLC 0.03% Add +0.7% 6,424 $591K
Abel Hall, LLC 0.14% Add +12.9% 6,418 $590K
Diversified Trust Co. 0.01% Add +6.9% 6,386 $587K
Athena Wealth Management, LLC 0.56% — 6,310 $580K
Quantum Portfolio Management LLC 0.26% Add +0.5% 6,284 $578K
SVB Wealth LLC 0.03% Reduce -3.0% 6,241 $574K
Simplicity Wealth,LLC 0.03% Reduce -16.2% 6,228 $573K
Centiva Capital, LP 0.03% Reduce -25.6% 6,196 $570K
Nilsine Partners, LLC 0.05% Reduce -28.8% 6,177 $568K
Moneco Advisors, LLC 0.05% Reduce -0.7% 6,174 $568K
Cromwell Holdings LLC 0.31% No change 6,119 $563K
SFE Investment Counsel 0.09% No change 6,085 $559K
AA Financial Advisors, LLC 0.10% Reduce -31.4% 6,055 $557K
Foster Victor Wealth Advisors, LLC 0.03% Add +21.6% 5,894 $556K
Everpar Advisors LLC 0.21% Reduce -14.2% 6,043 $556K
R Squared Ltd 0.26% New 6,033 $555K
SBI Securities Co., Ltd. 0.01% Reduce -6.0% 6,012 $553K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.9% 5,980 $550K
Signal Advisors Wealth, LLC 0.04% Reduce -3.4% 5,956 $548K
Csenge Advisory Group 0.02% Reduce -4.2% 5,938 $546K
Voya Financial Advisors, Inc. 0.05% Reduce -11.9% 5,891 $545K
Pure Financial Advisors, LLC 0.01% Add +40.7% 5,905 $543K
Clean Yield Group 0.15% No change 5,900 $542K
Pointe Capital Management LLC 0.27% Reduce -13.9% 5,842 $537K
Pines Wealth Management, LLC 0.17% Add +3.5% 5,834 $536K
PFG Investments, LLC 0.03% Add +9.8% 5,828 $536K
Breakwater Capital Group 0.07% No change 5,811 $534K
Larry Mathis Financial Planning, LLC 0.47% — 5,770 $530K
Great Valley Advisor Group, Inc. 0.01% Add +13.7% 5,734 $527K
MOR Wealth Management, LLC 0.24% — 5,727 $526K
XTX Topco Ltd 0.01% Reduce -66.9% 5,726 $526K
Brown Financial Advisors 0.19% New 5,714 $525K
Sentinel Trust Co. Lba 0.05% No change 5,710 $525K
True North Advisors, LLC 0.07% Reduce -0.8% 5,679 $522K
Anchyra Partners LLC 0.16% — 5,665 $521K
Alhambra Investment Management LLC 0.24% Add +0.8% 5,621 $517K
Perpetual Ltd 0.01% Reduce -60.3% 5,606 $515K
Spinnaker Investment Group, LLC 0.09% Add +0.4% 5,601 $515K
Beverly Hills Private Wealth, LLC 0.09% Reduce -6.4% 5,562 $511K
Capital Asset Advisory Services LLC 0.02% Reduce -1.0% 5,336 $507K
WINTON GROUP Ltd 0.02% New 5,500 $506K
Westerkirk Capital Inc. 0.05% Reduce -53.7% 5,465 $502K
Riversedge Advisors, LLC 0.08% Add +11.6% 5,446 $501K
Moody National Bank Trust Division 0.05% Add +1.2% 5,425 $499K
Archford Capital Strategies, LLC 0.06% No change 5,410 $497K
Gratus Wealth Advisors, LLC 0.07% New 5,407 $497K
Canopy Partners, LLC 0.16% No change 5,401 $497K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.9% 5,336 $491K
North Star Asset Management Inc. 0.02% No change 5,314 $489K
LaSalle St. Investment Advisors, LLC 0.08% Add +3.1% 5,319 $488K
BKM Wealth Management, LLC 0.18% Reduce -12.5% 5,305 $488K
Colonial River Investments, LLC 0.17% Add +0.3% 5,301 $487K
111 Capital 0.11% Add +11.0% 5,259 $483K
Plan Group Financial, LLC 0.13% New 5,243 $482K
Jump Financial, LLC 0.01% Reduce -76.6% 5,234 $481K
Aptus Capital Advisors, LLC 0.00% Add +3.6% 5,198 $478K
XML Financial, LLC 0.04% Reduce -15.4% 5,198 $478K
Focus Financial Network, Inc. 0.02% Reduce -15.1% 5,179 $476K
Verition Fund Management LLC 0.00% Reduce -21.1% 5,177 $476K
Institute for Wealth Management, LLC. 0.05% Reduce -0.6% 5,171 $475K
Essex Bank 0.10% Reduce -0.8% 5,123 $471K
Connecticut Wealth Management, LLC 0.02% No change 5,090 $468K
JFS Wealth Advisors, LLC 0.03% No change 5,088 $468K
Arista Wealth Management, LLC 0.06% Reduce -5.0% 5,073 $466K
DV Equities, LLC 0.08% — 5,065 $466K
Noesis Capital Mangement Corp. 0.07% Add +0.5% 5,034 $463K
Fidelis Capital Partners, LLC 0.03% Add +27.1% 4,998 $459K
Philadelphia Trust Co. 0.03% Add +35.5% 4,996 $459K
Transamerica Financial Advisors, LLC 0.04% Add +15.2% 4,982 $458K
Copley Financial Group, Inc. 0.28% New 4,964 $456K
McKinley Carter Wealth Services, Inc. 0.03% No change 4,911 $451K
Sage Mountain Advisors LLC 0.02% Reduce -5.4% 4,901 $451K
Peregrine Asset Advisers, Inc. 0.13% No change 4,900 $450K
Simon Quick Advisors, LLC 0.02% Add +19.4% 4,880 $449K
Independent Financial Group, LLC 0.01% Reduce -1.2% 4,827 $444K
Keudell/Morrison Wealth Management 0.09% — 4,789 $440K
GDS Wealth Management 0.03% Reduce -1.5% 4,788 $440K
Xponance LLC 0.00% Add +13.6% 4,758 $437K
Cetera Trust Company, N.A 0.23% No change 4,745 $436K
Redwood Investment Management, LLC 0.05% Reduce -1.3% 4,747 $436K
Joel Isaacson & Co., LLC 0.01% Add +0.8% 4,735 $435K
Gateway Investment Advisers LLC 0.00% No change 4,734 $435K
Kera Capital Partners, Inc. 0.05% New 4,684 $435K
Modern Wealth Management, LLC 0.01% Add +20.4% 4,720 $434K
Advisors Management Group Inc. 0.08% No change 4,696 $432K
Argent Trust Co 0.01% Reduce -10.9% 4,694 $432K
National Philanthropic Trust 0.00% No change 4,682 $430K
Optivise Advisory Services LLC 0.25% Add +0.1% 4,677 $430K
Strategic Investment Solutions, Inc. 0.10% No change 4,633 $426K
Corient IA LP 0.40% Reduce -33.9% 4,630 $426K
King Luther Capital Management Corp. 0.00% Add +2.6% 4,625 $425K
Wealthfront Advisers LLC 0.00% New 4,586 $422K
Wealth Dimensions Group, Ltd. 0.08% Reduce -2.4% 4,580 $421K
Resonant Capital Advisors, LLC 0.02% Add +32.4% 4,579 $421K
FRG Family Wealth Advisors LLC 0.07% Add +6.0% 4,557 $419K
Meadow Creek Wealth Advisors LLC 0.27% Add +38.8% 4,551 $418K
BankChampaign, National Association 0.41% — 4,534 $417K
Keenan, LLC 0.37% — 4,532 $417K
Curbstone Financial Management Corp 0.08% New 4,512 $415K
Ashton Thomas Private Wealth, LLC 0.01% Add +23.4% 4,505 $414K
Thrive Wealth Management, LLC 0.06% Add +10.3% 4,493 $413K
Arwa LLC 0.24% — 4,470 $411K
Opal Wealth Advisors, LLC 0.11% Reduce -1.3% 4,465 $410K
DeDora Capital, Inc. 0.10% Add +3.6% 4,457 $410K
Empower Advisory Group, LLC 0.00% Reduce -19.6% 4,441 $408K
LifeGuide Financial Advisors, LLC 0.13% Add +0.2% 4,436 $406K
Private Trust Co. NA 0.04% Add +9.2% 4,407 $405K
First Citizens Bank & Trust Co. 0.01% New 4,394 $404K
Sax Wealth Advisors, LLC 0.02% New 4,393 $404K
Cora Capital Advisors LLC 0.16% Add +9.9% 4,370 $402K
Braeburn Wealth Management LLC 0.20% — 4,355 $400K
Family Capital Management, Inc. 0.18% New 4,350 $400K
Widmann Financial Services, Inc. 0.24% Reduce -0.3% 4,338 $399K
Thompson Siegel & Walmsley LLC 0.01% No change 4,324 $398K
Fairvoy Private Wealth, LLC 0.09% No change 4,316 $397K
Triad Wealth Partners, LLC 0.04% Add +19.0% 4,292 $395K
Diversify Wealth Management, LLC 0.02% Add +45.5% 4,174 $394K
Balefire, LLC 0.08% New 4,285 $394K
Patriot Investment Management Group, Inc. 0.02% No change 4,279 $393K
SmartHarvest Portfolios, LLC 0.14% — 4,278 $393K
Great Diamond Partners, LLC 0.08% Reduce -0.6% 4,262 $392K
Aspen Grove Capital, LLC 0.07% Reduce -3.8% 4,252 $391K
Howard Financial Services, LTD. 0.05% No change 4,240 $390K
First Financial Bank - Trust Division 0.03% Add +2.0% 4,235 $389K
PFG Advisors 0.02% Reduce -26.1% 4,233 $389K
Horizon Family Wealth, Inc. 0.21% Add +0.2% 4,230 $389K
Smithfield Trust Co 0.02% Add +6.2% 4,225 $388K
55 North Private Wealth, LLC 0.10% — 4,210 $387K
Holistic Financial Partners 0.14% Reduce -7.5% 4,201 $386K
Affinity Wealth Management LLC 0.05% No change 4,199 $386K
Visionary Wealth Advisors 0.02% Add +1.4% 4,197 $386K
Certuity, LLC 0.02% Add +6.5% 4,188 $385K
Clearstead Trust, LLC 0.06% No change 4,187 $385K
Inscription Capital, LLC 0.04% Add +1.1% 4,169 $383K
Gotham Asset Management 0.00% Add +52.3% 4,169 $383K
Integrated Advisors Network LLC 0.02% Reduce -23.3% 4,167 $383K
Cypress Wealth Services, LLC 0.05% New 4,146 $381K
Covenant Asset Management, LLC 0.07% No change 4,134 $380K
South Street Advisors LLC 0.05% No change 4,125 $379K
Murphy & Mullick Capital Management Corp 0.27% Reduce -2.4% 4,122 $379K
Souders Financial Advisors 0.04% Reduce -10.0% 4,121 $379K
SFG Wealth Management, LLC. 0.15% No change 4,119 $379K
Traub Capital Management LLC 0.36% No change 4,115 $378K
West Michigan Advisors, LLC 0.09% Reduce -6.1% 4,085 $376K
Cinctive Capital Management LP 0.02% Reduce -96.7% 4,079 $375K
Capital Investment Management, Inc. 0.13% — 4,063 $373K
Drive Wealth Management, LLC 0.07% Add +8.7% 4,033 $371K
Axis Wealth Partners, LLC 0.20% Add +0.8% 4,032 $371K
Ausdal Financial Partners, Inc. 0.02% Reduce -29.6% 4,011 $369K
ICW Investment Advisors LLC 0.13% No change 4,000 $368K
Cove Private Wealth, LLC 0.11% No change 4,000 $368K
Kovack Advisors, Inc. 0.02% Add +46.5% 3,998 $368K
First Western Trust Bank 0.02% Add +3.9% 3,993 $367K
a16z Perennial Management, L.P. 0.03% No change 3,986 $366K
Barry Investment Advisors, LLC 0.08% No change 3,962 $364K
ING Groep NV 0.00% Add +22.6% 3,949 $363K
Davis R M Inc. 0.01% Add +10.7% 3,920 $360K
Prosperity Consulting Group, LLC 0.02% Add +23.4% 3,920 $360K
Allianz Asset Management GmbH 0.00% Add +44.8% 3,916 $360K
Canal Capital Management, LLC 0.05% Add +0.9% 3,906 $359K
Ameriflex Group, Inc. 0.19% Reduce -49.9% 3,902 $359K
Oakmont Investment Advisors, Inc. 0.26% — 3,900 $359K
Interchange Capital Partners, LLC 0.07% Add +21.1% 3,893 $358K
Parsonex Advisory Services, Inc. 0.23% Reduce -17.0% 3,844 $353K
Magnus Financial Group LLC 0.03% Add +1.2% 3,843 $353K
Savvy Advisors, Inc. 0.01% New 3,843 $353K
Northstar Financial Companies, Inc. 0.28% Reduce -9.3% 3,842 $353K
First Long Island Investors, LLC 0.03% No change 3,841 $353K
Hartford Financial Management Inc. 0.09% No change 3,834 $352K
Main Street Financial Solutions, LLC 0.03% Reduce -11.4% 3,833 $352K
Sapient Capital LLC 0.00% New 3,800 $352K
Monument Capital Management 0.09% Add +9.9% 3,809 $350K
Hardy Reed LLC 0.02% Add +2.8% 3,801 $349K
BridgePort Financial Solutions, LLC 0.09% No change 3,790 $348K
Chapin Davis, Inc. 0.08% Reduce -0.5% 3,777 $347K
Veery Capital, LLC 0.11% Add +1.1% 3,770 $347K
Carr Financial Group Corp 0.09% Add +22.8% 3,762 $346K
Net Worth Advisory Group 0.07% Reduce -14.8% 3,756 $345K
Wolverine Asset Management LLC 0.02% No change 3,743 $344K
Lavaca Capital LLC 0.06% No change 3,742 $344K
Argos Wealth Advisors, LLC 0.09% — 3,734 $343K
Independent Advisor Alliance 0.01% Reduce -47.6% 3,729 $343K
Capital Investment Advisory Services, LLC 0.02% Add +8.0% 3,722 $342K
Norway Savings Bank 0.16% Add +12.8% 3,712 $341K
Livet Wealth, LLC 0.21% — 3,710 $341K
Meadowbrook Advisors Group, LLC 0.19% — 3,695 $340K
Providence First Trust Co 0.12% New 3,691 $339K
Hudock, Inc. 0.05% Add +0.4% 3,682 $339K
August Group Capital Ltd 0.38% — 3,680 $338K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% No change 3,672 $338K
Greatmark Investment Partners, Inc. 0.04% No change 3,643 $335K
Carter Financial Group, INC. 0.20% Add +28.9% 3,626 $333K
Harbor Investment Advisory, LLC 0.02% Add +4.5% 3,539 $325K
Pacific Excel Wealth Advisors, Inc. 0.61% — 3,529 $324K
Impact Capital Partners LLC 0.10% Add +1.1% 3,524 $324K
Veracity Capital LLC 0.10% Add +1.1% 3,503 $322K
OneAscent Family Office, LLC 0.22% New 3,491 $321K
Strategic Advisors LLC 0.05% No change 3,481 $320K
Legal Advantage Investments, Inc. 0.15% Reduce -2.1% 3,475 $319K
Soltis Investment Advisors LLC 0.02% Add +2.2% 3,470 $319K
Northcape Wealth Management, LLC 0.09% No change 3,450 $317K
Center For Asset Management LLC 0.16% New 3,430 $315K
Axq Capital, LP 0.07% New 3,422 $315K
Texas Capital Bank Wealth Management Services Inc 0.02% New 3,416 $314K
Simmons Bank 0.02% Reduce -16.3% 3,415 $314K
STF Management LP 0.29% Reduce -61.2% 3,394 $312K
Kestra Investment Management, LLC 0.01% Add +1.9% 3,391 $312K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -63.1% 3,375 $310K
Cordatus Wealth Management LLC 0.07% Reduce -9.4% 3,367 $310K
LRI Investments, LLC 0.02% Add +2.4% 3,358 $309K
Marble Wealth, LLC 0.04% — 3,341 $307K
Cannell & Spears LLC 0.01% No change 3,333 $306K
PenderFund Capital Management Ltd. 0.12% No change 3,330 $306K
Occidental Asset Management, LLC 0.04% Add +7.7% 3,316 $305K
American National Bank & Trust 0.03% Add +15.8% 3,304 $304K
Cerro Pacific Wealth Advisors LLC 0.08% New 3,300 $303K
Tiller Private Wealth, Inc. 0.11% No change 3,300 $303K
Tepp RIA, LLC 0.30% Reduce -76.6% 3,280 $302K
Wealth Management Associates, Inc. 0.10% New 3,275 $301K
Ancora Advisors LLC 0.01% Add +163.9% 3,254 $299K
Legacy Wealth Management, LLC / MS 0.08% No change 3,246 $298K
Agf Management Ltd. 0.00% No change 3,246 $298K
Long Run Wealth Advisors, LLC 0.06% Reduce -4.0% 3,240 $298K
Trek Financial, LLC 0.02% Add +16.8% 3,240 $298K
Odyssey Capital Advisors, Inc. 0.26% — 3,233 $297K
PFG Private Wealth Management, LLC 0.13% New 3,231 $297K
Rosenberg Matthew Hamilton 0.06% No change 3,214 $295K
Verity Asset Management, Inc. 0.13% Reduce -39.8% 3,186 $293K
Gilman Hill Asset Management, LLC 0.05% No change 3,158 $290K
KCM Investment Advisors LLC 0.01% Reduce -20.2% 3,157 $290K
W1M Asset Management Ltd 0.00% New 3,148 $289K
McAdam, LLC 0.01% Reduce -0.8% 3,143 $289K
Trivium Point Advisory, LLC 0.03% New 3,138 $288K
Genesis Private Wealth, LLC 0.09% Reduce -14.9% 3,135 $288K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -1.8% 3,133 $288K
CWA Asset Management Group, LLC 0.01% Reduce -1.3% 3,110 $286K
Mowery & Schoenfeld Wealth Management, LLC 0.41% Reduce -11.8% 3,104 $285K
Strategies Wealth Advisors, LLC 0.03% Add +0.7% 3,101 $285K
Borer Denton & Associates, Inc. 0.10% New 3,100 $285K
South Shore Capital Advisors 0.21% — 3,099 $285K
Finward Bancorp 0.22% No change 3,098 $285K
Stirlingshire Investments, Inc. 0.25% — 3,090 $284K
Childress Capital Advisors, LLC 0.05% Add +5.6% 3,082 $283K
Foster Group, Inc. 0.01% Add +15.8% 3,072 $282K
Vantus Wealth LLC 0.21% — 3,067 $282K
NorthCoast Asset Management LLC 0.01% Reduce -91.6% 3,047 $280K
Mather Group, Llc. 0.00% Add +3.5% 3,046 $280K
Townsquare Capital LLC 0.06% Reduce -28.5% 3,045 $280K
Hoxton Planning & Management, LLC 0.08% Add +3.3% 3,027 $278K
Capital Investment Advisors, LLC 0.00% Add +10.9% 3,022 $278K
StoneX Group Inc. 0.01% Add +13.9% 3,012 $278K
Quotient Wealth Partners, LLC 0.01% Reduce -4.1% 3,003 $276K
Earned Wealth Advisors, LLC 0.02% Add +14.3% 2,993 $275K
Garner Asset Management Corp 0.11% Reduce -2.6% 2,991 $275K
CCM Investment Advisers LLC 0.03% Reduce -1.7% 2,988 $275K
Sfmg, LLC 0.02% Add +6.7% 2,979 $274K
Larson Financial Group LLC 0.01% Add +139.2% 2,957 $272K
Advisortrust Partners, LLC 0.12% — 2,956 $272K
Asset Dedication, LLC 0.02% Reduce -5.2% 2,949 $271K
FAS Wealth Partners, Inc. 0.02% Add +7.3% 2,933 $270K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,896 $266K
Northstar Group, Inc. 0.04% Reduce -12.3% 2,894 $266K
Roberts Glore & Co. Inc. 0.07% Reduce -9.9% 2,888 $265K
Western Wealth Management, LLC 0.01% Add +2.5% 2,887 $265K
Freestone Capital Holdings, LLC 0.01% Add +6.3% 2,886 $265K
E&G Advisors, LLC 0.06% No change 2,882 $265K
Encompass More Asset Management 0.05% Reduce -0.8% 2,870 $264K
Granite Group Advisors, LLC 0.15% No change 2,861 $263K
Rodgers Brothers Inc. 0.03% No change 2,860 $263K
A4 Wealth Advisors LLC 0.23% New 2,859 $263K
Palladiem, LLC 0.25% — 2,823 $261K
Endeavor Private Wealth, Inc. 0.07% New 2,835 $261K
Picton Mahoney Asset Management 0.00% New 2,820 $259K
One Wealth Advisors, LLC 0.03% Reduce -15.6% 2,804 $258K
Uhlmann Price Securities, LLC 0.15% No change 2,800 $257K
Massachusetts Wealth Management 0.12% No change 2,800 $257K
Klingman & Associates, LLC 0.01% Add +6.8% 2,792 $257K
Lanark Financial, Inc. 0.02% Reduce -4.1% 2,787 $256K
WealthTrust Axiom LLC 0.07% No change 2,766 $254K
Armstrong, Fleming & Moore, Inc 0.12% No change 2,766 $254K
Kelleher Financial Advisors 0.06% No change 2,764 $254K
Wellspring Financial Advisors, LLC 0.02% New 2,753 $254K
Enterprise Financial Services Corp 0.13% Add +2.8% 2,761 $254K
Lyell Wealth Management, LP 0.02% New 2,760 $254K
MBL Wealth, LLC 0.02% New 2,754 $253K
Sageworth Trust Co 0.01% Reduce -46.5% 2,751 $253K
Northwest Quadrant Wealth Management, LLC 0.05% No change 2,726 $251K
Manchester Capital Management LLC 0.03% Add +2851.1% 2,715 $250K
Founders Grove Wealth Partners, LLC 0.06% New 2,714 $249K
Chicago Capital, LLC 0.01% Reduce -6.6% 2,693 $248K
Old North State Trust, LLC 0.15% New 2,673 $246K
International Assets Investment Management, LLC 0.02% Reduce -21.8% 2,672 $246K
Avidian Wealth Enterprises, LLC 0.01% New 2,652 $244K
Saxony Capital Management, LLC 0.15% No change 2,648 $243K
Tobias Financial Advisors, Inc. 0.03% New 2,644 $243K
Navalign, LLC 0.06% No change 2,625 $241K
1ST Source Bank 0.01% No change 2,622 $241K
Talisman Wealth Advisors LLC 0.19% Reduce -11.0% 2,617 $241K
GTS Securities LLC 0.01% Reduce -88.7% 2,619 $241K
Banco BTG Pactual S.A. 0.04% New 2,608 $240K
Aspiriant, LLC 0.01% New 2,567 $236K
Defined Wealth Management, LLC 0.14% New 2,565 $236K
Petros Family Wealth, LLC 0.16% New 2,562 $236K
17 Capital Partners, LLC 0.12% Reduce -2.3% 2,551 $235K
Lantz Financial LLC 0.05% New 2,550 $234K
4J Wealth Management LLC 0.13% New 2,532 $233K
KFA Private Wealth Group, LLC 0.06% New 2,531 $233K
Tompkins Financial Corp. 0.02% Add +0.8% 2,519 $232K
Bay Capital Advisors, LLC 0.14% New 2,512 $231K
Sovran Advisors, LLC 0.02% New 2,439 $229K
CANADA LIFE ASSURANCE Co 0.00% Add +104.1% 2,486 $229K
Acorn Creek Capital LLC 0.08% New 2,491 $229K
Hilltop Holdings Inc. 0.01% Reduce -82.5% 2,488 $229K
Asset Allocation & Management Company, LLC 0.09% New 2,475 $228K
Investors Research Corp 0.04% No change 2,480 $228K
FMB Wealth Management 0.09% New 2,477 $228K
Brookstone Capital Management 0.00% New 2,474 $227K
Cowa, LLC 0.07% New 2,469 $227K
Facet Wealth, Inc. 0.00% New 2,426 $226K
DSG Capital Advisors, LLC 0.03% New 2,400 $226K
Stillwater Capital Advisors, LLC 0.02% New 2,446 $225K
First Horizon Corp. 0.01% Add +37.1% 2,437 $224K
Providence Wealth Advisors, LLC 0.14% Reduce -20.0% 2,466 $224K
Willner & Heller, LLC 0.16% New 2,435 $224K
Camden National Bank 0.03% Reduce -14.3% 2,431 $223K
Paladin Wealth, LLC 0.15% New 2,409 $221K
Steigerwald, Gordon & Koch Inc. 0.02% Add +7.0% 2,405 $221K
Kondo Wealth Advisors, Inc. 0.08% New 2,405 $221K
Wealth Alliance Advisory Group, LLC 0.04% New 2,400 $221K
Bedel Financial Consulting, Inc. 0.02% New 2,400 $221K
Coordinated Financial Services, Inc. 0.13% New 2,396 $220K
Balboa Wealth Partners 0.04% New 2,394 $220K
Caitong International Asset Management Co., Ltd 0.05% Add +5.9% 2,387 $219K
Ducere Wealth Management LLC 0.08% — 2,379 $219K
Precision Wealth Strategies, LLC 0.07% New 2,376 $218K
Kapstone Financial Advisors LLC 0.11% New 2,368 $218K
Cura Wealth Advisors, LLC 0.08% New 2,352 $216K
Calton & Associates, Inc. 0.03% New 2,345 $216K
Farmers National Bank 0.05% New 2,344 $215K
Gladstone Institutional Advisory LLC 0.01% New 2,343 $215K
WealthShield Partners, LLC 0.02% New 2,343 $215K
IVC Wealth Advisors LLC 0.09% New 2,343 $215K
Meeder Advisory Services, Inc. 0.01% New 2,343 $215K
Seed Wealth Management, Inc. 0.15% New 2,340 $215K
Angeles Wealth Management, LLC 0.01% New 2,339 $215K
Cornerstone Wealth Management, LLC 0.01% New 2,330 $214K
Vista Investment Partners LLC 0.06% New 2,316 $213K
71 West Capital Partners 0.01% — 2,308 $212K
American Trust 0.02% New 2,304 $212K
J. Safra Sarasin Holding AG 0.00% New 2,275 $210K
Knights of Columbus Asset Advisors LLC 0.01% No change 2,282 $210K
Fort Sheridan Advisors LLC 0.03% New 2,281 $210K
bLong Financial, LLC 0.15% New 2,277 $209K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% New 2,272 $209K
Keynote Financial Services LLC 0.12% New 2,271 $209K
D.B. Root & Company, LLC 0.05% New 2,264 $208K
VestGen Investment Management 0.11% New 2,250 $207K
Ledyard National Bank 0.02% New 2,245 $206K
Mayflower Financial Advisors, LLC 0.03% New 2,243 $206K
RDA Financial Network 0.05% New 2,241 $206K
Alpha Family Trust 0.09% New 2,240 $206K
Perennial Investment Advisors, LLC 0.02% New 2,208 $203K
Steinberganna Wealth Management 0.09% New 2,200 $202K
Cascade Financial Partners, LLC 0.02% New 2,197 $202K
Braun-Bostich & Associates Inc. 0.12% New 2,191 $201K
Jaffetilchin Investment Partners, LLC 0.01% New 2,182 $201K
WPG Advisers, LLC 0.15% Add +6.3% 2,177 $200K
Flagship Wealth Advisors, LLC 0.06% No change 2,085 $192K
Westfuller Advisors, LLC 0.08% Reduce -2.0% 2,084 $192K
TrinityBridge Ltd 0.00% No change 2,050 $188K
Tucker Asset Management LLC 0.05% New 2,026 $186K
Hazlett, Burt & Watson, Inc. 0.06% No change 1,899 $175K
LFA - Lugano Financial Advisors SA 0.09% No change 1,900 $175K
Crewe Advisors LLC 0.02% Add +0.7% 1,887 $173K
Financial Perspectives, Inc 0.05% No change 1,864 $171K
Alerus Financial NA 0.01% Reduce -1.4% 1,817 $167K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% New 1,800 $165K
Wealth Preservation Advisors, LLC 0.08% Reduce -1.3% 1,775 $163K
Capital Analysts, LLC 0.00% Add +99.8% 1,752 $161K
Addison Advisors LLC 0.04% Add +3.9% 1,736 $160K
Princeton Global Asset Management LLC 0.02% No change 1,657 $152K
Westside Investment Management, Inc. 0.02% Add +31.8% 1,660 $152K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,642 $151K
Sound Income Strategies, LLC 0.01% Add +54.3% 1,582 $149K
Financial Consulate, Inc. 0.02% Add +1.0% 1,621 $149K
Parkside Financial Bank & Trust 0.01% Add +39.7% 1,601 $147K
Luken Investment Analytics, LLC 0.06% Add +4.3% 1,564 $144K
Independence Bank of Kentucky 0.02% Add +5.2% 1,560 $143K
Physician Wealth Advisors, Inc. 0.02% Add +0.9% 1,499 $138K
Mb, Levis & Associates, LLC 0.06% No change 1,490 $137K
Golden State Wealth Management, LLC 0.01% Reduce -4.7% 1,484 $136K
GPS Wealth Strategies Group, LLC 0.12% Reduce -74.5% 1,481 $136K
Hills Bank & Trust Co 0.01% No change 1,449 $133K
Bruce G. Allen Investments, LLC 0.09% Reduce -24.8% 1,432 $132K
Armstrong Advisory Group, Inc. 0.01% No change 1,432 $132K
Rakuten Securities, Inc. 0.04% Reduce -9.7% 1,420 $131K
Greykasell Wealth Strategies, Inc. 0.05% No change 1,380 $127K
North Star Investment Management Corp. 0.01% Add +6.8% 1,338 $123K
DV Trading LLC 0.01% — 1,336 $123K
Legacies Wealth LLC 0.07% No change 1,290 $119K
Nisa Investment Advisors, LLC 0.00% Add +11.9% 1,287 $118K
Richardson Financial Services Inc. 0.04% Add +14.2% 1,278 $118K
McMillan Office, Inc. 0.01% — 1,234 $113K
Itau Unibanco Holding S.A. 0.00% Reduce -76.1% 1,227 $113K
Towne Trust Company, N.A 0.04% No change 1,225 $113K
Paradigm Asset Management Co. LLC 0.03% No change 1,200 $110K
Pinnacle Bancorp, Inc. 0.03% No change 1,192 $110K
Salomon & Ludwin, LLC 0.01% Add +56.3% 1,197 $109K
HHM Wealth Advisors, LLC 0.01% No change 1,164 $107K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -10.0% 1,166 $107K
Quent Capital, LLC 0.01% Reduce -1.9% 1,163 $107K
Bogart Wealth, LLC 0.00% Reduce -10.1% 1,123 $103K
New England Capital Financial Advisors LLC 0.04% No change 1,120 $103K
Eastern Bank 0.00% Reduce -30.7% 1,115 $103K
Tsfg, LLC 0.02% Reduce -2.1% 1,106 $102K
Farmers & Merchants Investments Inc. 0.00% No change 1,106 $102K
Adirondack Trust Co. 0.03% Add +8.6% 1,102 $101K
SHP Wealth Management 0.01% — 1,082 $99K
Webster Bank, N. A. 0.01% No change 1,062 $98K
Center for Financial Planning, Inc. 0.01% No change 1,057 $97K
Strengthening Families & Communities, LLC 0.03% Reduce -26.8% 1,018 $94K
IMA Advisory Services, Inc. 0.01% Add +11.2% 1,014 $93K
Cornerstone Planning Group LLC 0.01% Add +13.4% 993 $93K
Asset Planning,Inc 0.06% No change 1,000 $92K
Accent Capital Management, LLC 0.04% No change 1,000 $92K
Inlight Wealth Management, LLC 0.03% No change 1,000 $92K
Hilton Head Capital Partners, LLC 0.05% — 999 $92K
Centennial Bank 0.04% No change 960 $88K
Community Bank, N.A. 0.01% No change 952 $88K
Frazier Financial Advisors, LLC 0.05% Add +4.4% 931 $86K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -13.9% 922 $85K
Centerpoint Advisors, LLC 0.03% No change 900 $83K
Mechanics Financial Corp 0.03% No change 900 $83K
Summit Securities Group LLC 0.01% Reduce -90.3% 889 $82K
Quaker Wealth Management, LLC 0.03% Add +6.5% 870 $80K
Financial Management Professionals, Inc. 0.01% Add +3.0% 862 $79K
MTM Investment Management, LLC 0.02% No change 849 $78K
NFSG Corp 0.01% No change 839 $77K
Crews Bank & Trust 0.01% No change 836 $77K
Leonteq Securities AG 0.00% New 836 $77K
Pinnacle Holdings, LLC 0.03% No change 800 $74K
DHJJ Financial Advisors, Ltd. 0.02% No change 800 $74K
General Partner, Inc. 0.04% No change 768 $71K
Banque Cantonale Vaudoise 0.00% Add +1.9% 766 $70K
Thompson Investment Management, Inc. 0.01% Reduce -5.6% 753 $69K
FIL Ltd 0.00% Add +0.8% 733 $67K
CoreCap Advisors, LLC 0.00% Add +35.6% 724 $67K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -39.2% 694 $64K
Stephens Consulting, LLC 0.02% Add +5.2% 693 $64K
Indiana Trust & Investment Management Co 0.02% No change 681 $63K
ORG Partners LLC 0.01% No change 673 $62K
Concord Wealth Partners 0.01% No change 671 $62K
Keating Financial Advisory Services, Inc. 0.01% — 607 $56K
Wellington Grp LLC 0.02% — 587 $54K
Ascentis Wealth Management, LLC 0.01% No change 561 $52K
Bollard Group LLC 0.00% Reduce -65.2% 554 $51K
Entrust Financial LLC 0.04% — 550 $51K
Highline Wealth Partners LLC 0.01% Add +3.0% 548 $50K
Archer Investment Corp 0.01% No change 538 $49K
Kozak & Associates, Inc. 0.01% Reduce -66.7% 500 $47K
Aventura Private Wealth, LLC 0.02% No change 500 $46K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 496 $46K
Trust Co. of Vermont 0.00% Reduce -23.2% 493 $45K
JNBA Financial Advisors 0.00% Add +41.1% 481 $44K
Abound Wealth Management 0.01% Reduce -8.2% 480 $44K
High Note Wealth, LLC 0.01% No change 480 $44K
BOK Financial Private Wealth, Inc. 0.00% No change 479 $44K
Estabrook Capital Management 0.01% No change 475 $44K
Signature Equity Partners, LLC 0.02% — 473 $43K
Aventus Investment Advisors, Inc. 0.04% No change 470 $43K
Cape Investment Advisory, Inc. 0.01% Add +58.5% 447 $41K
Wellington-Altus USA Inc. 0.03% — 424 $39K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 415 $38K
Ogorek Anthony Joseph /NY/ 0.01% No change 417 $38K
GW&K Investment Management, LLC 0.00% No change 411 $38K
Banque Transatlantique SA 0.00% No change 402 $37K
Laurel Wealth Advisors LLC 0.00% New 375 $34K
Truvestments Capital LLC 0.01% Reduce -39.0% 364 $33K
Titan Wealth (CI) Ltd 0.01% — 360 $33K
Bell Investment Advisors, Inc 0.01% Add +105.2% 357 $33K
Park Place Capital Corp 0.01% Add +25.7% 352 $32K
Avalon Trust Co 0.00% No change 350 $32K
TFC Financial Management, Inc. 0.00% Add +3350.0% 345 $32K
YANKCOM Partnership 0.01% New 342 $31K
Albion Financial Group 0.00% No change 337 $31K
St Germain D J Co. Inc. 0.00% No change 336 $31K
Eagle Bay Advisors LLC 0.02% New 328 $30K
Creative Financial Designs Inc. 0.00% No change 328 $30K
Roble, Belko & Company, Inc 0.00% No change 314 $29K
NBT Bank, N.A. 0.00% No change 313 $29K
Bangor Savings Bank 0.00% Add +102.7% 304 $28K
Byrne Asset Management LLC 0.02% New 300 $28K
GHP Investment Advisors, Inc. 0.00% No change 300 $28K
TCTC Holdings, LLC 0.00% No change 300 $28K
Pacific Center for Financial Services 0.01% No change 350 $27K
South Plains Financial, Inc. 0.02% New 287 $26K
Glen Eagle Advisors, LLC 0.00% Reduce -3.8% 279 $26K
True Wealth Design, LLC 0.01% Add +1.9% 274 $25K
Evelyn Partners Investment Management Services Ltd 0.00% No change 274 $25K
Nemes Rush Group LLC 0.00% Add +162.1% 270 $25K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 269 $25K
Acumen Wealth Advisors, LLC 0.01% — 267 $25K
Retirement Wealth Solutions LLC 0.02% Add +38.6% 262 $24K
Riverview Trust Co 0.03% No change 260 $24K
Basepoint Wealth LLC 0.01% New 251 $23K
Pingora Partners LLC 0.01% No change 250 $23K
Global Wealth Strategies & Associates 0.01% New 250 $23K
Rialto Wealth Management, LLC 0.01% No change 250 $23K
Measured Wealth Private Client Group, LLC 0.01% No change 235 $22K
Westend Capital Management, LLC 0.01% No change 234 $22K
Beaird Harris Wealth Management, LLC 0.00% Reduce -88.0% 233 $21K
SOA Wealth Advisors, LLC. 0.00% Reduce -33.7% 232 $21K
KERR FINANCIAL PLANNING Corp 0.03% Reduce -54.9% 110 $21K
Robinswood Financial LLC 0.01% No change 219 $20K
1 North Wealth Services LLC 0.01% No change 215 $20K
Lloyd Advisory Services, LLC. 0.01% New 201 $19K
Fourth Dimension Wealth, LLC 0.01% No change 200 $18K
Corsicana & Co. 0.01% No change 200 $18K
Missouri Trust & Investment Co 0.01% No change 200 $18K
Old Second National Bank of Aurora 0.00% No change 200 $18K
Atwood & Palmer Inc. 0.00% No change 200 $18K
Morton Brown Family Wealth, LLC 0.00% No change 195 $18K
Bellevue Asset Management, LLC 0.01% No change 100 $18K
WealthCollab, LLC 0.01% No change 179 $16K
Prestige Wealth Management Group LLC 0.00% No change 176 $16K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -53.7% 169 $16K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -18.7% 170 $16K
Wiser Advisor Group LLC 0.02% No change 173 $16K
Reflection Asset Management 0.01% — 175 $16K
FWL Investment Management, LLC 0.00% New 165 $15K
Lodestone Wealth Management LLC 0.01% New 165 $15K
Navigoe, LLC 0.01% No change 165 $15K
Catalyst Capital Advisors LLC 0.00% Reduce -44.6% 163 $15K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 161 $15K
Financial Network Wealth Advisors LLC 0.02% Reduce -4.8% 158 $15K
Vision Financial Markets LLC 0.01% No change 153 $14K
First Community Trust NA 0.01% No change 150 $14K
Hoey Investments, Inc. 0.00% No change 150 $14K
MV Capital Management, Inc. 0.00% Add +27.4% 149 $14K
Tripletail Wealth Management, LLC 0.02% Reduce -34.4% 145 $13K
Mark Sheptoff Financial Planning, LLC 0.01% No change 145 $13K
Smallwood Wealth Investment Management, LLC 0.01% No change 143 $13K
American Capital Advisory, LLC 0.01% No change 131 $12K
United Financial Planning Group LLC 0.01% New 127 $12K
SJS Investment Consulting Inc. 0.00% Add +1462.5% 125 $11K
Fairman Group, LLC 0.01% No change 124 $11K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -24.1% 123 $11K
1248 Management, LLC 0.01% No change 122 $11K
Scarborough Advisors, LLC 0.00% No change 120 $11K
Strive Financial Group ,LLC 0.01% — 118 $11K
Asset Management One Co., Ltd. 0.00% Add +4.5% 117 $11K
Valued Wealth Advisors LLC 0.00% No change 117 $11K
Consultiva Wealth Management, Corp. 0.03% No change 116 $11K
2UniFi Bank 0.00% Add +38.8% 111 $10K
PFS Partners, LLC 0.00% No change 110 $10K
Cornerstone Financial Management LLC 0.01% — 107 $10K
Wolff Wiese Magana LLC 0.01% Reduce -46.5% 106 $10K
Kentucky Trust Co 0.01% New 106 $10K
Wealth Watch Advisors, INC 0.00% No change 106 $10K
Reyes Financial Architecture, Inc. 0.01% New 101 $9K
Costello Asset Management, INC 0.00% Reduce -75.0% 100 $9K
West Branch Capital LLC 0.00% No change 100 $9K
Heritage Wealth Advisors 0.00% No change 99 $9K
First Pacific Financial 0.00% Reduce -3.0% 96 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 93 $9K
Sachetta, LLC 0.00% No change 90 $8K
Olistico Wealth, LLC 0.00% New 90 $8K
Washington Trust Advisors, Inc. 0.00% Reduce -17.4% 90 $8K
Optima Capital LLC 0.00% New 88 $8K
Dunhill Financial, LLC 0.00% Add +3.6% 86 $8K
MCF Advisors LLC 0.00% Add +1540.0% 82 $8K
Whipplewood Advisors, LLC 0.00% New 80 $7K
Global Trust Asset Management, LLC 0.00% New 78 $7K
Elevated Capital Advisors, LLC 0.00% New 78 $7K
New Millennium Group LLC 0.00% No change 78 $7K
Maryland Capital Advisors Inc. 0.00% Reduce -8.3% 77 $7K
Stone House Investment Management, LLC 0.00% New 77 $7K
Motiv8 Investments LLC 0.00% New 80 $7K
Minot DeBlois Advisors LLC 0.01% No change 75 $7K
Burkett Financial Services, LLC 0.00% No change 74 $7K
Greenline Wealth Management LLC 0.01% — 72 $7K
McGuire Capital Advisors Inc. 0.00% — 72 $7K
Vermillion Wealth Management, Inc. 0.00% No change 68 $6K
Avion Wealth 0.00% No change 74 $6K
Peoples Financial Services Corp. 0.00% No change 62 $6K
McIlrath & Eck, LLC 0.00% No change 61 $6K
Johnson Financial Group, Inc. 0.00% Reduce -88.8% 61 $6K
HighMark Wealth Management LLC 0.00% Reduce -14.5% 59 $5K
Bravera Wealth 0.00% — 59 $5K
Kilter Group LLC 0.00% Add +126.9% 59 $5K
St. Johns Investment Management Company, LLC 0.00% No change 58 $5K
Eq Wealth Advisors, LLC 0.00% New 56 $5K
TOWER TRUST & INVESTMENT Co 0.00% No change 55 $5K
Tidemark, LLC 0.00% Reduce -14.1% 55 $5K
Vision Retirement, LLC 0.00% — 50 $5K
HFM Investment Advisors, LLC 0.00% New 50 $5K
Hager Investment Management Services, LLC 0.00% New 49 $5K
Ninepoint Partners LP 0.00% New 46 $4K
Cedar Mountain Advisors, LLC 0.00% Add +246.2% 45 $4K
Piscataqua Savings Bank 0.00% New 45 $4K
Winch Advisory Services, LLC 0.00% No change 44 $4K
Legacy Wealth Managment, LLC 0.00% New 42 $4K
Millstone Evans Group, LLC 0.00% No change 42 $4K
Bayban 0.00% — 40 $4K
Evolution Wealth Management Inc. 0.00% New 40 $4K
CoreFirst Bank & Trust 0.00% Reduce -83.3% 40 $4K
Hara Capital LLC 0.00% No change 40 $4K
Bfsg, LLC 0.00% No change 36 $3K
Activest Wealth Management 0.00% New 36 $3K
Strategic Wealth Advisors LLC 0.00% — 35 $3K
Dogwood Wealth Management LLC 0.00% Add +650.0% 30 $3K
Union Savings Bank 0.00% — 30 $3K
Elevation Wealth Partners, LLC 0.00% No change 28 $3K
Inspire Investing, LLC 0.00% New 28 $3K
Signature Resources Capital Management, LLC 0.00% New 26 $2K
Coston, McIsaac & Partners 0.00% Add +181.8% 31 $2K
First Command Advisory Services, Inc. 0.00% New 21 $2K
Kohmann Bosshard Financial Services, LLC 0.00% New 21 $2K
Ares Financial Consulting, LLC 0.00% — 20 $2K
CFG Wealth Management Services, Inc. 0.00% — 20 $2K
Gold Investment Management Ltd. 0.00% No change 20 $2K
Solstein Capital, LLC 0.00% No change 19 $2K
Toth Financial Advisory Corp. 0.00% New 18 $2K
Benson Wealth Management INC 0.00% — 16 $1K
Creative Capital Management Investments LLC 0.00% New 15 $1K
Fortitude Family Office, LLC 0.00% No change 13 $1K
Caitlin John, LLC 0.00% No change 12 $1K
Operose Advisors LLC 0.00% No change 10 $919
Trust Co 0.00% New 10 $919
Sunrise Financial Services, LLC 0.00% — 8 $735
Networth Advisors, LLC 0.00% — 6 $552
Hamrick Investment Counsel, llc 0.00% — 3 $276
Bear Mountain Capital, Inc. 0.00% Reduce -80.0% 1 $94
Godfrey Financial Associates, Inc. 0.00% — 14 $14

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