Becton Dickinson andBDX

13F holders, Q1 2025 (March 31)
1,613holders −15
113new positions
131sold out
11famous investors
$229.26avg. 13F price*

At the end of Q1 2025, 1,613 institutions reported holding Becton Dickinson and Co. (BDX) in their 13F filings, down 15 from Q4 2024. 113 opened new positions and 131 sold out. The largest holders were Vanguard Group Inc. ($6.4B), BlackRock, Inc. ($5.5B) and State Street Corp. ($3.2B). 11 famous investors held it, including Jeff Smith (7.3% of Starboard Value's portfolio), Daniel Sundheim (2.4% of D1 Capital Partners's portfolio) and Ken Griffin (0.5% of Citadel Advisors's portfolio).

Company
Becton Dickinson and Co.
Sector
Health Care
CUSIP
075887109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions113$1.7B
Exits131$534.9M

All 13F filers, Q4 2024 → Q1 2025: 20,446,634 shares bought and 19,074,152 shares sold, net +1,372,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,613 holders

Vanguard Group Inc. 0.12% Add +4.7% 28,002,802 $6.4B
BlackRock, Inc. 0.12% Reduce -0.4% 23,889,913 $5.5B
State Street Corp. 0.13% Reduce -0.7% 13,992,640 $3.2B
T. Rowe Price Investment Management, Inc. 1.91% Add +3.7% 12,575,351 $2.9B
T. Rowe Price Associates Inc. 0.32% Reduce -8.4% 11,314,136 $2.6B
Morgan Stanley 0.14% Reduce -16.1% 8,589,897 $2.0B
Massachusetts Financial Services Co. 0.52% Add +10.8% 6,843,856 $1.6B
Geode Capital Management, LLC 0.12% Add +2.0% 6,479,503 $1.5B
First Eagle Investment Management, LLC 2.67% Add +24.7% 5,517,712 $1.3B
Generation Investment Management LLP 7.33% Reduce -8.9% 5,296,447 $1.2B
JPMorgan Chase & Co. 0.08% Add +7.6% 4,420,887 $1.0B
Norges Bank 0.13% Add +20.8% 3,917,217 $897.3M
Invesco Ltd. 0.15% Reduce -16.5% 3,560,774 $815.6M
Clearbridge Investments, LLC 0.70% Add +3.4% 3,492,255 $799.9M
Nordea Investment Management AB 0.81% Add +17.9% 3,352,907 $763.7M
Bank of America Corp. 0.06% Add +26.7% 3,180,675 $728.6M
Charles Schwab Investment Management Inc. 0.13% Add +1.2% 3,091,149 $707.9M
GQG Partners LLC 1.10% New 3,011,583 $689.8M
Northern Trust Corp. 0.10% Add +3.2% 2,811,239 $643.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.55% Reduce -7.5% 2,607,353 $597.2M
American Century Companies Inc. 0.36% Add +9.7% 2,576,697 $590.2M
Vontobel Holding Ltd. 1.91% Add +4.2% 2,282,476 $522.8M
Amundi 0.19% Reduce -11.0% 2,313,999 $512.8M
Citadel Advisors 0.51% Add +25.8% 2,228,485 $510.5M
Franklin Resources Inc. 0.13% Add +6.8% 1,963,093 $449.7M
Dimensional Fund Advisors LP 0.11% Add +1.3% 1,935,029 $443.2M
Veritas Asset Management LLP 4.46% Reduce -6.3% 1,927,090 $441.4M
FMR LLC 0.03% Add +5.9% 1,926,994 $441.4M
Legal & General Group Plc 0.12% Add +0.5% 1,883,483 $431.4M
Bank of New York Mellon Corp 0.08% Reduce -42.6% 1,869,455 $428.2M
Longview Partners (Guernsey) LTD 3.43% Reduce -5.9% 1,863,329 $426.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +3.3% 1,804,693 $413.4M
Ameriprise Financial Inc. 0.11% Reduce -8.7% 1,801,454 $412.6M
Starboard Value 7.30% New 1,749,000 $400.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.68% Reduce -10.1% 1,602,265 $367.0M
Ontario Teachers Pension Plan Board 5.23% Reduce -8.2% 1,448,293 $331.7M
Wells Fargo & Company 0.08% Add +1.1% 1,424,481 $326.3M
Alliancebernstein L.P. 0.11% Reduce -5.5% 1,371,346 $314.1M
UBS Group AG 0.07% Add +3.9% 1,295,998 $296.9M
Harris Associates (Oakmark Funds) 0.50% Add +44.6% 1,291,893 $295.9M
California Public Employees Retirement System 0.20% Reduce -2.3% 1,278,341 $292.8M
Raymond James Financial Inc. 0.11% Add +53.9% 1,230,068 $281.8M
Envestnet Asset Management Inc. 0.08% Add +10.1% 1,020,625 $233.8M
Royal Bank of Canada 0.05% Reduce -8.4% 1,014,305 $232.3M
Cooke & Bieler LP 2.31% Add +0.1% 1,007,087 $230.7M
Holocene Advisors, LP 0.66% Add +203.4% 980,225 $224.5M
Manufacturers Life Insurance Company, The 0.20% Reduce -34.5% 929,369 $212.9M
Goldman Sachs Group Inc. 0.04% Add +8.2% 929,180 $212.8M
Deutsche Bank AG 0.08% Reduce -17.2% 925,219 $211.9M
Nuveen, LLC 0.06% — 921,580 $211.1M
JARISLOWSKY, FRASER Ltd 1.19% Reduce -4.3% 825,613 $189.1M
Vaughan Nelson Investment Management, L.P. 1.88% Add +91.2% 820,116 $187.9M
Swiss National Bank 0.13% Add +0.1% 817,802 $187.3M
Fort Washington Investment Advisors Inc. 1.12% Add +0.3% 798,354 $182.9M
Barclays PLC 0.08% Add +49.4% 765,309 $175.3M
ProShare Advisors LLC 0.39% Reduce -10.4% 750,716 $172.0M
NorthCoast Asset Management LLC 0.86% Reduce -4.3% 746,259 $170.9M
National Pension Service 0.16% Add +7.6% 707,900 $162.2M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +0.2% 674,949 $154.6M
D1 Capital Partners 2.36% New 672,000 $153.9M
HSBC Holdings PLC 0.10% Add +0.6% 661,269 $151.2M
Lazard Freres Gestion S.A.S. 3.43% Reduce -13.7% 615,564 $141.0M
Southpoint Capital Advisors LP 3.31% New 600,000 $137.4M
Nomura Asset Management Co. Ltd. 0.41% Reduce -1.8% 589,151 $135.0M
Everett Harris & Co. 1.65% Reduce -0.6% 557,751 $127.8M
Qube Research & Technologies Ltd 0.19% Reduce -20.7% 542,440 $124.3M
BNP Paribas Financial Markets 0.09% Reduce -7.3% 525,085 $120.3M
AQR Capital Management 0.12% Add +28.9% 525,832 $118.8M
State Farm Mutual Automobile Insurance Co. 0.11% No change 508,249 $116.4M
Rhumbline Advisers 0.11% Add +2.5% 507,280 $116.2M
Liontrust Investment Partners LLP 1.78% New 497,549 $114.0M
TrinityBridge Ltd 3.23% Reduce -5.8% 490,473 $112.3M
California State Teachers Retirement System 0.14% Reduce -0.3% 486,130 $111.4M
Fiera Capital Corp 0.38% Reduce -67.0% 461,836 $105.8M
Bank of Montreal 0.06% Reduce -3.8% 458,824 $105.1M
Mawer Investment Management Ltd. 0.49% Reduce -5.0% 443,627 $101.6M
Auto-Owners Insurance Co 2.66% Reduce -87.3% 13,765 $100.6M
AXA S.A. 0.33% Reduce -7.1% 437,703 $100.3M
Natixis Advisors, LLC 0.18% Add +112.8% 436,600 $100.0M
Douglass Winthrop Advisors, LLC 1.90% Add +2.9% 435,930 $99.9M
Stifel Financial Corp. 0.10% Add +4.3% 421,440 $96.6M
Bristol John W & Co. Inc. 1.64% Reduce -2.0% 419,403 $96.1M
DAVENPORT & Co LLC 0.56% Add +17.9% 412,875 $94.4M
Rockefeller Capital Management L.P. 0.23% Reduce -0.3% 409,039 $93.7M
Storebrand Asset Management As 0.30% Add +0.4% 408,342 $93.5M
PineStone Asset Management Inc. 0.70% Reduce -51.1% 403,744 $92.5M
M&G PLC 0.59% Reduce -5.0% 393,773 $90.2M
Aberdeen Group plc 0.17% Add +45.1% 388,989 $88.5M
TD Asset Management Inc 0.08% Reduce -13.6% 384,883 $88.2M
Citigroup Inc. 0.07% Add +166.7% 381,633 $87.4M
Tandem Investment Advisors, Inc. 2.91% Reduce -1.0% 364,709 $83.5M
Russell Investments Group, Ltd. 0.11% Reduce -2.7% 360,737 $82.6M
LPL Financial LLC 0.03% Add +20.2% 358,539 $82.1M
New York State Common Retirement Fund 0.12% Add +0.1% 357,029 $81.8M
Boston Trust Walden Corp 0.58% Reduce -1.9% 345,182 $79.1M
Bellevue Group AG 1.77% Add +2.0% 344,311 $78.9M
LBP Am SA 1.21% Add +4.8% 342,485 $78.4M
Neuberger Berman Group LLC 0.06% Reduce -2.8% 327,385 $75.1M
Principal Financial Group Inc. 0.04% Reduce -1.1% 325,092 $74.5M
DekaBank Deutsche Girozentrale 0.14% Reduce -29.8% 323,220 $73.2M
HighTower Advisors, LLC 0.10% Reduce -9.5% 312,295 $71.5M
1832 Asset Management L.P. 0.13% Add +10.0% 305,950 $70.1M
Ami Asset Management Corp. 4.01% Reduce -1.7% 299,198 $68.5M
National Bank of Canada 0.08% Reduce -39.3% 283,934 $65.0M
Balyasny Asset Management L.P. 0.16% Add +2.8% 283,301 $64.9M
Allianz Asset Management GmbH 0.09% Reduce -4.0% 272,427 $62.4M
Zacks Investment Management 0.58% Add +9.8% 271,421 $62.2M
CANADA LIFE ASSURANCE Co 0.11% Add +1.4% 269,575 $61.9M
State Board of Administration of Florida Retirement System 0.12% No change 269,007 $61.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% Reduce -0.5% 264,430 $60.6M
Sei Investments Co. 0.08% Reduce -2.1% 262,185 $60.1M
ExodusPoint Capital Management, LP 0.79% Reduce -19.9% 261,541 $59.9M
First Trust Advisors LP 0.05% Reduce -4.4% 258,686 $59.3M
River Road Asset Management, LLC 0.79% Add +89.7% 251,954 $57.7M
Sterling Capital Management LLC 0.86% Reduce -1.6% 241,765 $55.4M
STRS Ohio 0.22% Add +4.0% 233,468 $53.5M
Panagora Asset Management Inc. 0.27% Add +8.2% 232,007 $53.1M
Two Sigma Investments, LP 0.12% Reduce -56.8% 231,081 $52.9M
Great Lakes Advisors, LLC 0.47% Add +2.8% 231,327 $52.5M
Vest Financial, LLC 0.80% Reduce -5.3% 225,194 $51.6M
New York State Teachers Retirement System 0.12% Reduce -3.0% 217,934 $49.9M
Woodline Partners LP 0.32% Add +55.0% 215,736 $49.4M
Mackenzie Financial Corp. 0.07% Reduce -68.4% 213,879 $49.0M
Ceredex Value Advisors LLC 1.05% Reduce -1.8% 210,512 $48.2M
Danske Bank A/S 0.15% Add +0.2% 209,248 $47.9M
Truist Financial Corp. 0.08% Reduce -5.7% 206,334 $47.3M
Catalio Capital Management, LP 11.58% Add +37.2% 203,965 $46.7M
D. E. Shaw & Co. 0.06% Reduce -78.6% 203,158 $46.5M
Aviva PLC 0.11% Add +16.2% 202,318 $46.3M
Korea Investment CORP 0.11% Reduce -5.8% 198,344 $45.4M
Tredje AP-fonden 0.42% No change 198,296 $45.4M
Cerity Partners LLC 0.09% Add +174.6% 195,850 $44.9M
Flossbach Von Storch SE 0.19% Add +1.8% 194,130 $44.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Reduce -25.4% 190,774 $43.7M
Prudential Financial Inc. 0.06% Reduce -57.7% 188,499 $43.2M
Guyasuta Investment Advisors Inc. 2.78% Add +2.5% 185,382 $42.5M
PNC Financial Services Group, Inc. 0.02% Reduce -1.2% 184,109 $42.2M
Lord, Abbett & Co. LLC 0.15% Add +8.2% 180,948 $41.4M
Clark Capital Management Group, Inc. 0.29% New 178,847 $41.0M
Cacti Asset Management LLC 3.15% No change 178,771 $40.7M
Lodge Hill Capital, LLC 9.52% Add +12.1% 175,800 $40.3M
Silvercrest Asset Management Group LLC 0.29% Add +3367.0% 174,323 $39.9M
E. Ohman J:or Asset Management AB 1.06% Reduce -1.0% 174,297 $39.9M
Deprince Race & Zollo Inc. 0.81% Reduce -2.0% 169,492 $38.8M
Ostrum Asset Management 2.01% Add +1044.3% 166,812 $38.2M
State of Wisconsin Investment Board 0.10% Add +2.6% 164,785 $37.7M
Canada Pension Plan Investment Board 0.04% Reduce -60.1% 163,753 $37.5M
Avity Investment Management Inc. 3.02% Add +3.1% 163,414 $37.4M
Wilmington Savings Fund Society, FSB 0.69% Add +6.5% 160,940 $36.9M
APG Asset Management N.V. 0.11% Reduce -3.6% 169,893 $36.0M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -5.2% 156,889 $35.9M
Swedbank AB 0.05% Add +1.3% 154,190 $35.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -23.9% 153,511 $35.2M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -2.6% 153,315 $35.1M
Handelsbanken Fonder AB 0.14% Reduce -5.5% 152,051 $34.8M
Macquarie Group Ltd. 0.04% Add +33.3% 150,454 $34.5M
Raiffeisen Bank International AG 0.54% Reduce -3.2% 147,913 $33.7M
Caledonia Investments PLC 3.89% No change 146,100 $33.5M
Toronto Dominion Bank 0.09% Reduce -9.5% 145,132 $33.2M
Royal London Asset Management Ltd. 0.08% Add +10.5% 144,827 $33.2M
Asset Management One Co., Ltd. 0.11% Add +3.8% 140,649 $32.2M
Ensign Peak Advisors, Inc 0.06% Add +0.5% 136,913 $31.4M
Leith Wheeler Investment Counsel Ltd. 2.17% New 136,319 $31.2M
Cardinal Capital Management, Inc. 1.05% Add +5.5% 135,563 $31.1M
Corient Private Wealth LP 0.05% Reduce -44.9% 134,750 $30.9M
Deroy & Devereaux Private Investment Counsel Inc. 1.79% Reduce -0.5% 133,611 $30.6M
Treasurer of the State of North Carolina 0.12% Add +1.3% 132,342 $30.3M
Public Employees Retirement System of Ohio 0.11% Add +5.5% 129,573 $29.7M
Teacher Retirement System of Texas 0.12% Reduce -52.2% 129,491 $29.7M
Pictet Asset Management Holding SA 0.03% Add +0.6% 129,112 $29.6M
Glenmede Trust Co. NA 0.15% Add +6.5% 125,672 $28.8M
Rathbones Group PLC 0.14% Add +12.7% 123,173 $28.2M
Pensioenfonds Rail & Ov 1.95% No change 123,104 $28.2M
Dearborn Partners LLC 1.34% Reduce -11.4% 121,508 $27.8M
Parkman Healthcare Partners LLC 3.27% Add +70.8% 120,283 $27.6M
Benjamin Edwards Inc. 0.38% Add +14.2% 118,476 $27.1M
Vestor Capital, LLC 2.20% Add +663.7% 116,709 $26.7M
KLP Kapitalforvaltning As 0.13% Add +4.5% 114,380 $26.2M
Tocqueville Asset Management L.P. 0.42% Add +6.9% 112,230 $25.7M
Davidson Investment Advisors 1.26% Add +4.3% 111,416 $25.5M
Wellington Management Group LLP 0.00% Reduce -89.6% 111,058 $25.4M
Victory Capital Management Inc. 0.03% Add +0.8% 110,860 $25.4M
Waycross Partners, LLC 2.82% Add +24.2% 110,013 $25.2M
Credit Agricole S A 0.09% Add +6.3% 109,111 $25.0M
State of Tennessee, Department of Treasury 0.09% Reduce -9.3% 106,358 $24.4M
Walleye Capital LLC 0.30% Add +23.2% 106,115 $24.3M
Lazard Asset Management LLC 0.04% Add +60.5% 106,065 $24.3M
Mn Services Vermogensbeheer B.V. 0.19% Reduce -7.1% 105,704 $24.2M
Natixis 0.14% Add +43.9% 105,098 $23.9M
Baird Financial Group, Inc. 0.05% Add +15.9% 103,729 $23.8M
Peapack Gladstone Financial Corp. 0.35% Add +2.0% 103,476 $23.7M
Resona Asset Management Co.,Ltd. 0.13% Add +9.1% 100,511 $23.0M
Heartland Advisors Inc. 1.29% Reduce -0.1% 98,164 $22.5M
Aristotle Atlantic Partners, LLC 0.76% Add +25.2% 97,737 $22.4M
CIBC Private Wealth Group LLC 0.05% Reduce -0.5% 111,162 $22.3M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -61.8% 97,276 $22.3M
Reynders McVeigh Capital Management, LLC 1.24% Add +4.9% 96,578 $22.1M
State of New Jersey Common Pension Fund D 0.10% Reduce -7.6% 96,102 $22.0M
Washington Trust Advisors, Inc. 1.95% Reduce -0.7% 95,928 $22.0M
Lansforsakringar Fondforvaltning AB (publ) 0.13% Reduce -0.3% 95,880 $22.0M
Schroder Investment Management Group 0.02% Reduce -8.8% 94,754 $21.6M
MML Investors Services, LLC 0.07% Add +5.4% 92,948 $21.3M
PFM Health Sciences, LP 1.66% New 91,571 $21.0M
Coleford Investment Management Ltd. 5.85% Reduce -1.6% 91,052 $20.9M
Financiere des Professionnels - Fonds d'investissement inc. 1.35% Reduce -2.2% 90,978 $20.8M
McDaniel Terry & Co. 1.76% Add +0.3% 87,911 $20.1M
Clarkston Capital Partners, LLC 0.40% Add +2.4% 87,664 $20.1M
Federated Hermes, Inc. 0.04% Add +420.2% 87,223 $20.0M
Commonwealth Equity Services, LLC 0.03% Reduce -0.3% 86,497 $19.8M
Arizona State Retirement System 0.12% Add +2.6% 85,109 $19.5M
Glenview Trust Co 0.38% Add +18.9% 84,277 $19.3M
Kanawha Capital Management LLC 1.49% Add +1.0% 83,763 $19.2M
Rempart Asset Management Inc. 3.92% Add +0.8% 82,997 $19.0M
Wealth Enhancement Advisory Services, LLC 0.04% Add +50.6% 82,110 $18.8M
Delta Asset Management LLC 1.78% Reduce -1.6% 82,042 $18.8M
Sector Gamma As 6.02% Add +7.9% 82,000 $18.8M
Pinebridge Investments, L.P. 0.15% Reduce -63.9% 81,424 $18.7M
Westwood Holdings Group Inc. 0.14% Reduce -79.7% 80,919 $18.5M
Captrust Financial Advisors 0.05% Add +4.1% 80,874 $18.5M
Confluence Investment Management LLC 0.26% Reduce -1.2% 80,115 $18.4M
Cetera Investment Advisers 0.04% Add +18.8% 78,838 $18.1M
Bank of Nova Scotia 0.04% Reduce -57.7% 78,196 $17.9M
Hardman Johnston Global Advisors LLC 0.86% Reduce -1.2% 78,147 $17.9M
Bahl & Gaynor LLC 0.09% Reduce -6.7% 78,018 $17.9M
State of Michigan Retirement System 0.10% Reduce -0.8% 77,888 $17.8M
Caisse de depot et placement du Quebec 0.04% New 76,525 $17.5M
CIBC Asset Management Inc 0.06% Add +27.4% 74,989 $17.2M
MetLife Investment Management, LLC 0.09% Reduce -2.5% 74,614 $17.1M
Martingale Asset Management L P 0.43% Add +105.5% 74,575 $17.1M
WASHINGTON TRUST Co 0.65% Reduce -1.8% 74,429 $17.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -5.0% 73,286 $16.8M
Exencial Wealth Advisors, LLC 0.60% Reduce -0.6% 70,923 $16.2M
Assetmark, Inc. 0.04% Add +37.5% 70,378 $16.1M
Nisa Investment Advisors, LLC 0.08% Reduce -55.5% 69,950 $16.0M
Manning & Napier Advisors LLC 0.20% Reduce -4.6% 69,708 $16.0M
US Bancorp \de 0.02% Reduce -11.2% 69,375 $15.9M
Sone Capital Management, LLC 1.63% Add +1613.8% 69,221 $15.9M
Chesley Taft & Associates LLC 0.76% Add +97.7% 68,522 $15.7M
Running Oak Capital LLC 1.88% Add +22.2% 67,887 $15.6M
Busey Bank 0.52% Add +1.4% 67,211 $15.4M
Comerica Bank 0.06% Add +6.2% 66,785 $15.3M
Voya Investment Management LLC 0.02% Add +1.4% 66,337 $15.2M
NS Partners Ltd 0.67% Reduce -4.9% 66,275 $15.2M
ASR Vermogensbeheer N.V. 0.22% — 66,197 $15.2M
Hantz Financial Services, Inc. 0.27% Reduce -1.3% 66,031 $15.1M
Covea Finance 0.69% Add +12.6% 66,000 $15.1M
Czech National Bank 0.14% Add +5.2% 65,950 $15.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +6.8% 65,664 $15.0M
Yousif Capital Management, LLC 0.17% Add +8.3% 64,653 $14.8M
Federation des caisses Desjardins du Quebec 0.07% Reduce -7.0% 64,173 $14.7M
Corebridge Financial, Inc. 0.08% Reduce -3.6% 64,041 $14.7M
Van Hulzen Asset Management, LLC 1.34% Add +17014.2% 63,836 $14.6M
Nuance Investments, LLC 0.96% Add +98.3% 63,551 $14.6M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 63,223 $14.5M
Varma Mutual Pension Insurance Co 0.12% Reduce -3.4% 62,921 $14.4M
Daiwa Securities Group Inc. 0.06% Add +42.2% 62,888 $14.4M
Calamos Advisors LLC 0.10% Add +1.1% 61,868 $14.2M
Retirement Systems of Alabama 0.06% Reduce -1.4% 61,703 $14.1M
Wesleyan Assurance Society 1.05% Reduce -1.1% 61,565 $14.1M
ProVise Management Group, LLC 1.19% Add +31.9% 61,269 $14.0M
Osaic Holdings, Inc. 0.03% Reduce -0.4% 60,713 $13.9M
Allspring Global Investments Holdings, LLC 0.02% Add +33.3% 61,020 $13.8M
Townsquare Capital LLC 0.15% Reduce -3.1% 59,747 $13.7M
Trust Co. of Vermont 0.68% Reduce -5.7% 59,199 $13.6M
Jones Financial Companies LLLP 0.01% Add +33.8% 59,256 $13.5M
Commerce Bank 0.09% Reduce -5.9% 59,000 $13.5M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -1.1% 58,739 $13.5M
Ossiam 0.18% Add +301.5% 57,362 $13.1M
Millennium Management 0.01% Reduce -51.9% 57,282 $13.1M
Welch & Forbes LLC 0.17% Reduce -9.7% 56,311 $12.9M
Amalgamated Bank 0.11% Add +1.2% 56,057 $12.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +0.2% 55,461 $12.7M
&partners 0.13% Add +27.7% 55,398 $12.6M
McRae Capital Management Inc. 2.66% Add +11.9% 55,146 $12.6M
Forsta Ap-Fonden 0.10% Reduce -3.3% 55,000 $12.6M
BLI - Banque de Luxembourg Investments 0.38% No change 55,000 $12.5M
Foyston, Gordon & Payne Inc 3.06% Add +15.1% 54,082 $12.4M
Tidal Investments LLC 0.10% Reduce -8.5% 54,001 $12.4M
Guggenheim Capital LLC 0.12% Add +0.2% 53,753 $12.3M
Sprucegrove Investment Management Ltd. 1.32% Reduce -3.5% 53,670 $12.3M
IFM Investors Pty Ltd 0.13% Add +1.0% 53,623 $12.3M
DNB Asset Management AS 0.06% Reduce -54.2% 53,465 $12.2M
KBC Group NV 0.04% Add +4.5% 53,447 $12.2M
M&T Bank Corp 0.04% Reduce -2.8% 53,439 $12.2M
USS Investment Management Ltd 0.09% Reduce -12.8% 53,284 $12.2M
Sirios Capital Management L P 2.16% Add +23.1% 52,879 $12.1M
Prime Capital Investment Advisors, LLC 0.14% Reduce -8.8% 52,627 $12.1M
HM Payson & Co. 0.21% Reduce -1.1% 51,690 $11.8M
Capital Analysts, LLC 0.43% Add +8.6% 50,816 $11.6M
Socorro Asset Management LP 4.15% Add +7.8% 50,397 $11.5M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 50,000 $11.5M
D.A. Davidson & Co. 0.09% Add +37.6% 49,966 $11.4M
Palisade Capital Management, LP 0.37% Add +15.0% 49,900 $11.4M
Creative Planning 0.01% Reduce -8.4% 49,727 $11.4M
Phraction Management LLC 4.06% Add +5.2% 49,468 $11.3M
Tower Bridge Advisors 1.29% Reduce -8.5% 49,405 $11.3M
Becker Capital Management Inc. 0.36% Reduce -1.0% 48,244 $11.1M
Janus Henderson Group PLC 0.01% Add +29.4% 48,340 $11.0M
Evergreen Capital Management LLC 0.37% Reduce -5.5% 47,905 $11.0M
Palisade Asset Management, LLC 1.13% Add +0.6% 47,820 $11.0M
Peak Asset Management, LLC 2.08% Add +1.1% 47,819 $11.0M
Utah Retirement Systems 0.13% Reduce -0.3% 47,817 $11.0M
Westchester Capital Management, Inc. 2.71% Reduce -0.2% 47,619 $10.9M
Curi Capital, LLC 0.26% Reduce -36.3% 46,506 $10.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Reduce -15.7% 46,146 $10.6M
Nippon Life Global Investors Americas, Inc. 0.51% Add +16.7% 45,560 $10.4M
Haverford Trust Co 0.10% Reduce -1.9% 45,236 $10.4M
Mediolanum International Funds Ltd 0.14% Reduce -1.7% 44,953 $10.2M
Cutler Investment Counsel LLC 1.21% Reduce -2.7% 44,051 $10.1M
Cannell & Spears LLC 0.22% Reduce -6.8% 43,865 $10.0M
Marks Group Wealth Management, Inc 0.95% Add +18.8% 43,129 $9.9M
Olstein Capital Management, L.P. 1.81% No change 43,000 $9.8M
MUFG Securities EMEA plc 0.25% New 43,000 $9.8M
Comgest Global Investors S.A.S. 0.17% Add +21.9% 42,323 $9.7M
Xponance LLC 0.09% Add +2.9% 42,224 $9.7M
Police & Firemen's Retirement System of New Jersey 0.10% Add +0.1% 42,055 $9.6M
Pragma Gestao DE Patrimonio Ltd. 5.14% Add +179.3% 41,900 $9.6M
Two Sigma Advisers, LP 0.02% Reduce -91.9% 41,800 $9.6M
Robeco Institutional Asset Management B.V. 0.02% Reduce -18.2% 40,599 $9.3M
Bryn Mawr Trust Advisors, LLC 0.55% Add +349.8% 40,205 $9.2M
Caption Management, LLC 0.42% New 40,075 $9.2M
J. L. Bainbridge & Co., Inc. 0.92% Add +37.2% 39,713 $9.1M
Squarepoint Ops LLC 0.02% Reduce -13.4% 39,269 $9.0M
Levin Capital Strategies, L.P. 0.95% Reduce -1.2% 38,985 $8.9M
Public Sector Pension Investment Board 0.04% Add +7.0% 38,951 $8.9M
Ramsay, Stattman, Vela & Price, Inc. 1.69% Add +3.0% 38,780 $8.9M
Mariner, LLC 0.01% Reduce -10.7% 38,709 $8.9M
First Nebraska Trust Co 0.88% Add +8.3% 38,692 $8.9M
New York Life Investment Management LLC 0.09% Reduce -0.9% 38,492 $8.8M
Park National Corp. 0.32% Add +2.9% 38,256 $8.8M
Meridiem Capital Partners LP 0.96% Reduce -71.6% 38,234 $8.8M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.1% 37,999 $8.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.97% Reduce -3.4% 37,693 $8.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +7.0% 37,574 $8.6M
Blair William & Co. 0.03% Reduce -4.7% 37,266 $8.5M
Nissay Asset Management Corp. /Japan 0.05% Add +1.5% 36,643 $8.4M
Forbes J M & Co. LLP 0.80% Add +2.8% 35,834 $8.2M
Bartlett & Co. Wealth Management LLC 0.12% Reduce -8.7% 35,660 $8.2M
Mutual of America Capital Management LLC 0.09% Reduce -3.4% 35,305 $8.1M
MAI Capital Management 0.06% Reduce -0.7% 35,220 $8.1M
Cibc World Markets Corp. 0.06% Reduce -23.8% 34,765 $8.0M
Thomasville National Bank 0.58% Add +4.6% 34,753 $8.0M
Signature Estate & Investment Advisors LLC 0.21% New 34,642 $7.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +16.4% 34,847 $7.9M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +96.7% 33,694 $7.7M
Northwest & Ethical Investments L.P. 0.21% Add +42.0% 33,679 $7.7M
State of Alaska, Department of Revenue 0.09% Add +2.1% 33,648 $7.7M
Mattern Capital Management, LLC 0.98% Add +3.9% 33,619 $7.7M
HFR Wealth Management, LLC 1.86% Add +2.0% 33,276 $7.6M
SlateStone Wealth, LLC 0.76% Add +2.5% 33,147 $7.6M
Borer Denton & Associates, Inc. 2.65% Reduce -2.9% 32,716 $7.5M
Focus Partners Wealth 0.02% Reduce -23.8% 32,569 $7.5M
Franklin, Parlapiano, Turner & Welch, LLC 2.00% Add +1.7% 32,423 $7.4M
Pinnacle Associates Ltd. 0.11% Reduce -1.5% 32,250 $7.4M
Swiss Life Asset Management Ltd 0.05% Add +12.9% 32,030 $7.3M
Hamilton Point Investment Advisors, LLC 1.31% Add +0.9% 31,921 $7.3M
St Germain D J Co. Inc. 0.34% Reduce -4.2% 31,639 $7.2M
Scotia Capital Inc. 0.04% Reduce -4.3% 31,254 $7.2M
M. Kulyk & Associates, LLC 1.63% Add +5.5% 31,062 $7.1M
Kavar Capital Partners Group, LLC 1.17% Reduce -0.1% 30,538 $7.0M
Fifth Third Bancorp 0.03% Reduce -31.3% 30,321 $6.9M
Brown Advisory Inc. 0.01% Reduce -7.2% 30,318 $6.9M
OP Asset Management Ltd 0.12% — 30,054 $6.9M
Cardinal Capital Management 1.07% Add +3.9% 30,029 $6.9M
Bragg Financial Advisors, Inc 0.28% Reduce -23.7% 29,838 $6.8M
Intech Investment Management LLC 0.07% Reduce -46.2% 29,638 $6.8M
Steward Partners Investment Advisory, LLC 0.06% Add +4.8% 29,485 $6.8M
Financial Counselors Inc. 0.10% Add +41.1% 29,467 $6.7M
John G Ullman & Associates Inc. 1.04% Add +11.8% 29,358 $6.7M
Hudson Edge Investment Partners Inc. 1.36% New 29,255 $6.7M
EagleClaw Capital Managment, LLC 1.05% Add +5.2% 29,242 $6.7M
Arcadia Investment Management Corp. 1.20% Reduce -22.6% 29,011 $6.6M
Cibc World Market Inc. 0.02% Add +76.7% 28,951 $6.6M
Canoe Financial LP 0.11% Reduce -27.9% 28,741 $6.6M
Jacobs & Co. 0.70% Reduce -7.5% 28,709 $6.6M
Fiduciary Trust Co 0.09% Add +21.0% 28,704 $6.6M
Elo Mutual Pension Insurance Co 0.15% Add +8.8% 28,688 $6.6M
L. Roy Papp & Associates, LLP 0.80% Reduce -3.9% 28,610 $6.6M
Pathstone Holdings, LLC 0.03% Add +1.4% 28,037 $6.4M
New England Asset Management Inc. 1.09% Add +20.3% 27,920 $6.4M
Howe & Rusling Inc. 0.54% Add +15.2% 27,890 $6.4M
Louisbourg Investments Inc. 1.73% Add +5.0% 36,510 $6.4M
Lorne Steinberg Wealth Management Inc. 1.86% Add +0.4% 27,793 $6.4M
Hahn Capital Management LLC 3.07% Reduce -9.2% 27,748 $6.4M
Toth Financial Advisory Corp. 0.76% Add +8.8% 27,647 $6.3M
HB Wealth Management, LLC 0.05% Add +26.8% 27,445 $6.3M
Providence Capital Advisors, LLC 1.29% Add +0.7% 27,162 $6.2M
Candriam S.C.A. 0.04% Reduce -85.3% 26,955 $6.2M
Evelyn Partners Investment Management Services Ltd 1.00% Reduce -4.5% 26,674 $6.1M
Rafferty Asset Management, LLC 0.03% Reduce -18.9% 26,589 $6.1M
Rakuten Investment Management, Inc. 0.03% — 26,324 $6.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -1.7% 26,100 $6.0M
Somerville Kurt F 1.04% Reduce -18.0% 26,064 $6.0M
Onex Canada Asset Management Inc. 0.76% Reduce -0.2% 25,825 $5.9M
Meiji Yasuda Asset Management Co Ltd. 0.24% Reduce -5.3% 25,777 $5.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +8.6% 25,735 $5.9M
Sky Investment Group LLC 1.11% Reduce -1.1% 25,509 $5.8M
SFE Investment Counsel 1.16% Add +11.1% 25,351 $5.8M
Atwood & Palmer Inc. 0.40% Reduce -2.1% 25,045 $5.7M
Bfsg, LLC 0.70% Add +1.1% 24,964 $5.7M
Oregon Public Employees Retirement Fund 0.11% Reduce -0.4% 24,692 $5.7M
Foster Victor Wealth Advisors, LLC 0.45% New 27,966 $5.6M
Orion Porfolio Solutions, LLC 0.06% Add +52.2% 24,578 $5.6M
Orion Portfolio Solutions, LLC 0.06% Add +52.2% 24,578 $5.6M
Dakota Wealth Management 0.13% Reduce -1.0% 24,461 $5.6M
Lido Advisors, LLC 0.03% Reduce -1.2% 24,299 $5.6M
Avantax Advisory Services, Inc. 0.03% Add +30.5% 24,219 $5.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.9% 24,054 $5.5M
Eastover Investment Advisors LLC 2.66% Reduce -0.1% 24,000 $5.5M
Hikari Power Ltd 0.44% No change 23,970 $5.5M
Susquehanna International Group, LLP 0.01% Reduce -83.1% 23,584 $5.4M
Procyon Advisors, LLC 0.33% Add +20.4% 23,583 $5.4M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.13% Add +12.1% 23,088 $5.3M
Mizuho Securities USA LLC 0.11% Reduce -16.1% 22,991 $5.3M
Prentiss Smith & Co. Inc. 3.37% Add +0.2% 22,724 $5.2M
O'shaughnessy Asset Management, LLC 0.04% Add +72.7% 22,455 $5.1M
Teachers Retirement System of the State of Kentucky 0.05% Add +3.8% 22,339 $5.1M
Stone Run Capital, LLC 2.14% Reduce -23.9% 22,194 $5.1M
NEOS Investment Management LLC 0.10% Add +30.0% 22,026 $5.0M
Farmers & Merchants Investments Inc. 0.16% Reduce -8.8% 21,989 $5.0M
RBA Wealth Management, LLC 1.99% Add +2.9% 21,952 $5.0M
Daiichi Life Insurance Co., Ltd. 0.15% Reduce -1.8% 21,901 $5.0M
Schonfeld Strategic Advisors LLC 0.03% Add +81.3% 21,699 $5.0M
Oppenheimer & Co. Inc. 0.07% Add +3.3% 21,590 $4.9M
Aviso Financial Inc. 0.24% Add +7.7% 21,558 $4.9M
UniSuper Management Pty Ltd 0.04% Add +1.6% 21,557 $4.9M
Violich Capital Management, Inc. 0.66% Add +1.2% 21,514 $4.9M
Azzad Asset Management Inc. 0.58% Reduce -1.1% 21,404 $4.9M
Gabelli Funds LLC 0.04% Reduce -15.4% 21,400 $4.9M
Morningstar Investment Services LLC 0.89% Reduce -50.5% 21,282 $4.9M
DLK Investment Management, LLC 1.99% Add +13.6% 20,798 $4.8M
Pacer Advisors, Inc. 0.01% Reduce -11.2% 20,542 $4.7M
Old North State Wealth Management, LLC 2.62% Add +1.5% 20,499 $4.7M
ING Groep NV 0.03% Add +4.3% 20,364 $4.7M
Silver Lake Advisory, LLC 2.03% Reduce -3.5% 20,347 $4.7M
Private Advisor Group, LLC 0.03% Add +0.2% 20,011 $4.6M
Integral Health Asset Management, LLC 0.51% New 20,000 $4.6M
Quantinno Capital Management LP 0.03% Add +90.4% 19,878 $4.6M
Exchange Traded Concepts, LLC 0.08% Add +431.7% 19,848 $4.5M
Bernzott Capital Advisors 2.24% Add +2.2% 19,835 $4.5M
Kentucky Retirement Systems 0.14% Reduce -0.6% 19,743 $4.5M
Manchester Capital Management LLC 0.55% Add +1.1% 19,729 $4.5M
World Investment Advisors 0.12% Add +24.9% 19,482 $4.5M
Kennedy Capital Management LLC 0.11% Reduce -7.7% 19,329 $4.4M
Atria Wealth Solutions, Inc. 0.05% Add +81.2% 19,303 $4.4M
Rhenman & Partners Asset Management AB 0.50% Reduce -60.3% 19,000 $4.4M
Marshall & Sullivan Inc. 2.21% Reduce -0.4% 18,999 $4.4M
Atria Investments, Inc 0.06% Add +2.2% 18,917 $4.3M
Stephens Inc. 0.06% Add +0.3% 18,578 $4.3M
Graybill Wealth Management, LTD. 1.45% — 18,452 $4.2M
Fisher Funds Management LTD 0.10% No change 18,383 $4.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -37.5% 18,358 $4.2M
Arlington Partners LLC 1.62% Add +287.2% 17,987 $4.1M
Bokf, NA 0.07% Add +46.1% 17,971 $4.1M
Nomura Holdings Inc. 0.02% Add +29.0% 17,872 $4.1M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -4.9% 17,856 $4.1M
Brookstone Capital Management 0.06% Add +12.0% 17,850 $4.1M
Westchester Capital Management, LLC 0.24% New 17,801 $4.1M
Banque Transatlantique SA 0.12% Reduce -9.3% 17,598 $4.0M
Hartford Investment Management Co. 0.14% Reduce -1.8% 17,523 $4.0M
NewEdge Advisors, LLC 0.02% Add +5.5% 17,443 $4.0M
Intact Investment Management Inc. 0.14% Reduce -9.4% 17,300 $4.0M
Johnson Investment Counsel Inc. 0.04% Reduce -0.5% 17,252 $4.0M
Selway Asset Management 1.62% No change 17,158 $3.9M
Clearstead Advisors, LLC 0.06% Add +28.2% 17,144 $3.9M
Jefferies Financial Group Inc. 0.07% Reduce -22.1% 17,046 $3.9M
Hillman Capital Management, Inc. 1.92% Reduce -31.1% 17,023 $3.9M
Needham Investment Management LLC 0.36% Reduce -6.8% 17,000 $3.9M
Mercer Global Advisors Inc. 0.01% Add +16.1% 16,984 $3.9M
Benedict Financial Advisors Inc. 0.90% Add +5.2% 16,980 $3.9M
Agf Management Ltd. 0.02% Add +241.3% 16,936 $3.9M
TD Waterhouse Canada Inc. 0.03% Reduce -16.7% 16,920 $3.8M
Gulf International Bank (UK) Ltd 0.13% Reduce -24.2% 16,606 $3.8M
Horizon Investments, LLC 0.11% Add +8.3% 16,536 $3.8M
United Asset Strategies, Inc. 0.35% Add +452.8% 16,535 $3.8M
Granite Investment Partners, LLC 0.19% Reduce -5.8% 16,502 $3.8M
Principal Securities, Inc. 0.08% Add +0.0% 16,608 $3.8M
EP Wealth Advisors, LLC 0.03% Reduce -1.8% 16,439 $3.8M
Verition Fund Management LLC 0.02% Reduce -11.4% 16,404 $3.8M
M. Kraus & Co 1.14% Reduce -28.9% 16,335 $3.7M
Long Road Investment Counsel, LLC 1.45% Add +1.2% 16,332 $3.7M
Ethic Inc. 0.08% Reduce -55.1% 16,542 $3.7M
Stonebridge Financial Group, LLC 0.40% Add +4.0% 16,248 $3.7M
Tiaa Trust, National Association 0.01% Add +2.6% 16,241 $3.7M
Sovereign's Capital Management, LLC 2.21% Add +5.9% 16,232 $3.7M
Addenda Capital Inc. 0.14% Reduce -57.9% 16,221 $3.7M
Siemens Fonds Invest GmbH 0.26% Add +0.6% 16,220 $3.7M
Somerset Trust Co 1.32% Add +4.5% 16,202 $3.7M
Auxier Asset Management LLC 0.55% Reduce -0.2% 16,189 $3.7M
Timber Creek Capital Management LLC 0.98% New 16,113 $3.7M
Evelyn Partners Investment Management LLP 0.12% Reduce -60.4% 16,103 $3.7M
Peninsula Asset Management Inc. 2.04% Reduce -2.3% 16,078 $3.7M
Fiduciary Group, LLC 0.37% Reduce -9.4% 16,037 $3.7M
Ally Financial Inc. 0.41% No change 16,000 $3.7M
Stratos Wealth Partners, LTD. 0.06% Add +2.7% 15,959 $3.7M
Drucker Wealth 3.0, LLC 0.80% Add +1.6% 15,855 $3.6M
Bessemer Group Inc. 0.01% Add +1.3% 15,688 $3.6M
Oak Thistle LLC 0.72% New 15,607 $3.6M
Louisiana State Employees Retirement System 0.07% Reduce -0.7% 15,400 $3.5M
Keybank National Association 0.01% Reduce -0.8% 15,381 $3.5M
Sciencast Management LP 0.81% New 15,357 $3.5M
Securian Asset Management, Inc. 0.11% Reduce -1.7% 15,217 $3.5M
Evoke Wealth, LLC 0.09% Reduce -9.2% 15,136 $3.5M
FORA Capital, LLC 0.35% New 15,097 $3.5M
Verity & Verity, LLC 0.30% Reduce -5.9% 15,000 $3.4M
NovaPoint Capital, LLC 1.06% Add +4.9% 14,996 $3.4M
Hemenway Trust Co LLC 0.28% Reduce -71.2% 14,750 $3.4M
Aptus Capital Advisors, LLC 0.04% Add +6.8% 14,651 $3.4M
Bridges Investment Management Inc. 0.05% Reduce -5.2% 14,579 $3.3M
Rwa Wealth Partners, LLC 0.04% Reduce -1.5% 14,483 $3.3M
Vinva Investment Management Ltd 0.13% Reduce -7.8% 14,558 $3.3M
Huntington National Bank 0.03% Reduce -6.0% 14,434 $3.3M
Letson Investment Management, Inc. 1.31% No change 14,196 $3.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.9% 14,136 $3.2M
Wendell David Associates Inc. 0.32% No change 14,124 $3.2M
FRG Family Wealth Advisors LLC 0.62% Reduce -0.5% 14,052 $3.2M
Romano Brothers and Company 0.41% Reduce -1.4% 13,962 $3.2M
Advisory Services Network, LLC 0.06% Add +4.9% 13,762 $3.2M
Thrivent Financial for Lutherans 0.01% Reduce -2.3% 13,589 $3.1M
Maryland State Retirement & Pension System 0.07% Reduce -12.4% 13,518 $3.1M
Ieq Capital, LLC 0.02% Reduce -51.3% 13,474 $3.1M
New Mexico Educational Retirement Board 0.11% Reduce -2.2% 13,466 $3.1M
Metis Global Partners, LLC 0.09% Add +18.4% 13,454 $3.1M
First National Bank of Omaha 0.21% Reduce -4.5% 13,368 $3.1M
Jensen Investment Management Inc. 0.03% Reduce -9.6% 13,322 $3.1M
Banque de Luxembourg S.A. 1.74% Add +2.5% 13,248 $3.0M
Richard Bernstein Advisors LLC 0.07% Reduce -4.0% 13,165 $3.0M
Investment Management Corp of Ontario 0.06% Add +1.6% 13,112 $3.0M
Generali Asset Management SPA SGR 0.07% Add +11.9% 12,948 $3.0M
Man Group plc 0.01% Add +82.7% 12,794 $2.9M
Norinchukin Bank, The 0.05% Add +12.2% 12,687 $2.9M
Alberta Investment Management Corp 0.02% Reduce -44.5% 12,600 $2.9M
Hall Laurie J Trustee 1.02% Add +7.3% 12,510 $2.9M
Stoneridge Investment Partners LLC 2.42% New 12,485 $2.9M
Bridgewater Associates 0.01% Reduce -61.8% 12,223 $2.8M
Lincoln Capital LLC 0.58% Reduce -2.1% 13,812 $2.8M
Cwm, LLC 0.01% Reduce -2.9% 12,036 $2.8M
Founders Financial Securities LLC 0.23% Add +24.8% 13,155 $2.7M
Carret Asset Management, LLC 0.30% Add +1.1% 11,719 $2.7M
Plato Investment Management Ltd 0.22% Add +0.7% 11,501 $2.7M
Regions Financial Corp. 0.02% Reduce -2.0% 11,625 $2.7M
Buckhead Capital Management LLC 0.85% Add +31.2% 11,553 $2.6M
Twin City Private Wealth, LLC 2.31% Reduce -0.2% 11,485 $2.6M
Marion Wealth Management 0.70% Add +5.8% 11,459 $2.6M
Concurrent Investment Advisors, LLC 0.06% Add +6.3% 11,423 $2.6M
Patriot Financial Group Insurance Agency, LLC 0.35% Add +127.7% 11,414 $2.6M
Accurate Wealth Management, LLC 0.49% Reduce -0.6% 12,810 $2.6M
A. D. Beadell Investment Counsel, Inc. 2.14% No change 11,204 $2.6M
Tower Research Capital LLC (TRC) 0.08% Reduce -27.1% 11,244 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -64.7% 11,173 $2.6M
Delta Global Management LP 0.18% New 11,115 $2.5M
Vident Advisory, LLC 0.04% Add +185.8% 11,082 $2.5M
Oppenheimer Asset Management Inc. 0.03% Reduce -58.8% 11,045 $2.5M
Arjuna Capital 0.69% Add +61.8% 10,938 $2.5M
Linscomb Wealth, Inc. 0.12% Add +10.3% 10,855 $2.5M
South Dakota Investment Council 0.05% No change 10,783 $2.5M
Mgo One Seven LLC 0.10% Add +15.9% 10,692 $2.4M
Evexia Wealth LLC 0.89% Reduce -4.3% 11,639 $2.4M
Birch Capital Management, LLC 1.24% Reduce -3.1% 10,441 $2.4M
Ameritas Investment Partners, Inc. 0.08% Reduce -17.3% 10,419 $2.4M
OMERS ADMINISTRATION Corp 0.02% Reduce -14.2% 10,373 $2.4M
Synovus Financial Corp. 0.03% Add +5.4% 10,309 $2.4M
Brevan Howard Capital Management LP 0.07% Reduce -39.5% 10,181 $2.3M
Allstate Corp. 0.07% Add +16.3% 10,101 $2.3M
Simplex Trading, LLC 0.08% New 10,094 $2.3M
Apollon Wealth Management, LLC 0.05% Reduce -4.7% 10,073 $2.3M
Empirical Finance, LLC 0.14% Add +1.8% 10,033 $2.3M
Bradley Foster & Sargent Inc. 0.04% Reduce -54.0% 10,001 $2.3M
Leavell Investment Management, Inc. 0.11% Add +6.7% 9,986 $2.3M
IFG Advisory, LLC 0.13% Add +7.7% 9,954 $2.3M
Moors & Cabot, Inc. 0.11% Add +7.8% 9,827 $2.3M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -2.5% 9,819 $2.2M
Northcape Wealth Management, LLC 0.73% Add +0.5% 9,814 $2.2M
Norden Group LLC 0.26% Reduce -11.5% 9,809 $2.2M
Voya Financial Advisors, Inc. 0.25% Add +6.6% 9,838 $2.2M
Commerzbank Aktiengesellschaft 0.05% Add +34.6% 9,734 $2.2M
Crossmark Global Holdings, Inc. 0.04% Reduce -3.0% 9,729 $2.2M
Virtu Financial LLC 0.12% New 9,717 $2.2M
Independent Advisor Alliance 0.07% Reduce -7.2% 9,604 $2.2M
Illinois Municipal Retirement Fund 0.03% No change 9,517 $2.2M
GAMCO Investors 0.02% Reduce -5.9% 9,506 $2.2M
Cary Street Partners Financial LLC 0.07% Reduce -12.9% 9,486 $2.2M
Beverly Hills Private Wealth, LLC 0.43% Add +10.6% 9,482 $2.2M
Brown Brothers Harriman & Co. 0.02% Reduce -5.5% 9,446 $2.2M
United Capital Financial Advisors, LLC 0.02% Reduce -47.3% 9,432 $2.2M
Coastline Trust Co 0.27% Reduce -8.9% 9,369 $2.1M
QRG Capital Management, Inc. 0.02% Add +9.3% 9,272 $2.1M
Laurel Wealth Advisors LLC 0.33% Reduce -2.5% 9,250 $2.1M
First American Bank 0.16% Add +28.1% 9,177 $2.1M
Resonant Capital Advisors, LLC 0.15% Reduce -2.9% 9,151 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.5% 9,132 $2.1M
SG Americas Securities, LLC 0.01% Add +53.5% 9,088 $2.1M
CoreCap Advisors, LLC 0.09% Add +14.2% 9,021 $2.1M
YHB Investment Advisors, Inc. 0.17% Add +0.1% 9,003 $2.1M
NorthCrest Asset Manangement, LLC 0.06% Add +2.3% 8,997 $2.1M
Atlantic Union Bankshares Corp 0.12% Reduce -8.6% 8,976 $2.1M
Allworth Financial LP 0.01% Reduce -1.8% 10,044 $2.1M
ICW Investment Advisors LLC 0.84% Add +0.6% 8,955 $2.1M
Studio Investment Management LLC 0.42% Add +33.8% 8,934 $2.0M
Notis-McConarty Edward 1.05% Reduce -20.0% 8,906 $2.0M
Equitable Trust Co. 0.11% Add +6.5% 8,865 $2.0M
Hills Bank & Trust Co 0.14% Add +0.5% 8,742 $2.0M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -11.4% 8,735 $2.0M
Cresset Asset Management, LLC 0.01% Reduce -5.5% 8,635 $2.0M
Harbour Investment Management LLC 0.89% Reduce -3.8% 8,634 $2.0M
Roberts Glore & Co. Inc. 0.59% Reduce -0.2% 8,478 $1.9M
AG2R La Mondiale Gestion D'actifs 0.10% — 11,181 $1.9M
Petredis Investment Advisors LLC 0.20% Add +1.8% 8,416 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Add +22.4% 8,409 $1.9M
Axxcess Wealth Management, LLC 0.05% Reduce -6.6% 8,403 $1.9M
Painted Porch Advisors LLC 0.80% Reduce -4.2% 8,370 $1.9M
Kestra Advisory Services, LLC 0.01% Add +0.5% 8,345 $1.9M
Meyer Handelman Co. 0.07% Reduce -22.1% 8,316 $1.9M
Wedbush Securities Inc. 0.07% Add +34.3% 8,272 $1.9M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +8.1% 8,257 $1.9M
Praxis Investment Management Inc. 0.13% No change 8,250 $1.9M
Clifford Swan Investment Counsel LLC 0.07% Reduce -0.9% 8,215 $1.9M
Penn Davis McFarland Inc. 0.22% Reduce -0.7% 8,138 $1.9M
Humankind Investments LLC 0.48% Add +0.8% 8,052 $1.8M
Assenagon Asset Management S.A. 0.00% Add +1.0% 8,047 $1.8M
Triangle Securities Wealth Management 0.47% Add +0.8% 7,995 $1.8M
Delta Capital Management LLC 1.08% Reduce -3.1% 7,990 $1.8M
Empowered Funds, LLC 0.03% Add +20.4% 7,977 $1.8M
Wealthfront Advisers LLC 0.00% Add +53.2% 7,960 $1.8M
Shariaportfolio, Inc. 0.95% Add +0.0% 7,943 $1.8M
AMG National Trust Bank 0.05% Add +85.4% 7,892 $1.8M
Bill Few Associates, Inc. 0.64% Add +17.5% 7,851 $1.8M
VestGen Advisors, LLC 0.08% — 7,791 $1.8M
Argent Trust Co 0.07% Add +3.8% 7,754 $1.8M
Florida Trust Wealth Management Co 0.06% Reduce -11.3% 7,728 $1.8M
Beese Fulmer Investment Management, Inc. 0.15% No change 7,620 $1.7M
Armor Investment Advisors, LLC 0.72% Add +0.7% 7,613 $1.7M
Wahed Invest LLC 0.30% Add +0.9% 7,548 $1.7M
Whittier Trust Co. of Nevada Inc. 0.04% Add +7.2% 7,537 $1.7M
Wealthspire Advisors, LLC 0.01% Reduce -3.3% 7,527 $1.7M
Foster & Motley Inc. 0.11% Reduce -6.8% 7,477 $1.7M
Mach-1 Financial Group, LLC 0.51% New 7,443 $1.7M
SevenBridge Financial Group, LLC 0.33% Reduce -17.6% 9,695 $1.7M
CI Investments Inc. 0.01% Reduce -67.7% 7,408 $1.7M
Texas Yale Capital Corp. 0.07% No change 7,320 $1.7M
Allianz SE 0.04% Reduce -7.7% 7,301 $1.7M
Mairs & Power Inc. 0.02% Reduce -5.3% 7,220 $1.7M
Wimmer Associates 1, LLC 0.87% Reduce -9.5% 9,367 $1.6M
Webster Bank, N. A. 0.18% Add +1.3% 7,163 $1.6M
Edgestream Partners, L.P. 0.06% Add +28.8% 7,130 $1.6M
Delta Financial Advisors LLC 0.61% Reduce -0.9% 7,130 $1.6M
First Community Trust NA 1.43% Reduce -1.6% 7,127 $1.6M
Jane Street Group, LLC 0.00% Add +62.0% 7,094 $1.6M
GF Fund Management Co. LTD. 0.04% No change 7,080 $1.6M
McDonald Partners LLC 0.42% Add +1.0% 6,983 $1.6M
Hartford Financial Management Inc. 0.33% No change 7,000 $1.6M
Cornerstone Advisors, LLC 0.07% No change 7,000 $1.6M
United Services Automobile Association 0.05% New 6,945 $1.6M
Marshall Wace, LLP 0.00% Reduce -91.4% 6,854 $1.6M
Lowe Brockenbrough & Co. Inc. 0.10% Reduce -2.1% 6,781 $1.6M
Towne Trust Company, N.A 0.54% No change 6,771 $1.6M
Gotham Asset Management 0.01% Add +207.6% 6,706 $1.5M
Oak Hill Wealth Advisors, LLC 0.36% Reduce -1.6% 6,699 $1.5M
Pitcairn Co. 0.09% Add +71.7% 6,584 $1.5M
Sabal Trust CO 0.08% Add +28.1% 6,509 $1.5M
PKO Investment Management Joint-Stock Co 0.17% Reduce -13.3% 6,500 $1.5M
CPA Asset Management Group, LLC 0.65% Reduce -12.9% 6,435 $1.5M
Koshinski Asset Management, Inc. 0.13% Add +4.8% 6,424 $1.5M
Kintegral Advisory, LLC 0.15% Reduce -0.3% 6,404 $1.5M
Redmond Asset Management, LLC 0.38% Reduce -1.2% 6,377 $1.5M
Stonegate Investment Group, LLC 0.04% Add +3.5% 6,307 $1.4M
Nicholson Wealth Management Group, LLC 0.95% Reduce -1.2% 6,303 $1.4M
Caprock Group, LLC 0.04% Reduce -25.8% 6,266 $1.4M
Pettee Investors, Inc. 0.85% Reduce -0.0% 6,237 $1.4M
Mather Group, Llc. 0.02% Add +11.3% 6,229 $1.4M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -33.4% 6,176 $1.4M
Portland Global Advisors LLC 0.18% Reduce -42.0% 6,161 $1.4M
Wellington Shields Capital Management, LLC 0.26% Reduce -94.8% 6,160 $1.4M
Union Heritage Capital, LLC 0.52% No change 6,155 $1.4M
First Merchants Corp. 0.06% Reduce -7.0% 6,133 $1.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.24% Add +32.0% 6,125 $1.4M
NJ State Employees Deferred Compensation Plan 0.18% No change 6,082 $1.4M
Williams Jones Wealth Management, LLC. 0.02% No change 6,068 $1.4M
Whittier Trust Co. 0.02% Reduce -4.1% 6,041 $1.4M
UMB Bank, n.a. 0.02% Reduce -6.6% 6,017 $1.4M
Private Harbour Investment Management & Counsel, LLC 1.52% Reduce -5.1% 5,985 $1.4M
Ancora Advisors LLC 0.03% Reduce -21.7% 5,936 $1.4M
Earnest Partners LLC 0.01% Reduce -1.5% 5,911 $1.4M
O'Brien Greene & Co. Inc 0.45% Reduce -0.2% 5,908 $1.4M
Clean Yield Group 0.44% Reduce -1.9% 5,903 $1.4M
APG Asset Management US Inc. 0.01% No change 5,973 $1.4M
Evelyn Partners Asset Management Ltd 0.38% Reduce -3.1% 5,892 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +22.2% 5,879 $1.3M
Puzo Michael J 0.38% Reduce -67.0% 5,850 $1.3M
Merit Financial Group, LLC 0.02% Add +54.3% 5,846 $1.3M
Premier Path Wealth Partners, LLC 0.21% Add +6.5% 5,831 $1.3M
Savant Capital, LLC 0.01% Reduce -60.2% 5,817 $1.3M
B. Riley Wealth Advisors, Inc. 0.04% Add +18.3% 5,785 $1.3M
BankPlus Trust Department 0.44% Add +2.4% 5,744 $1.3M
HighPoint Advisor Group LLC 0.08% Reduce -5.5% 6,360 $1.3M
Transcend Capital Advisors, LLC 0.09% Add +109.9% 5,729 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +7.2% 5,700 $1.3M
Boston Family Office LLC 0.09% No change 5,647 $1.3M
Vestcor Inc 0.04% Reduce -1.5% 5,647 $1.3M
Traphagen Investment Advisors LLC 0.13% Add +4.9% 5,643 $1.3M
FSB Premier Wealth Management, Inc. 0.50% Add +52.5% 5,640 $1.3M
Thoroughbred Financial Services, LLC 0.08% Add +13.2% 5,633 $1.3M
Montag A & Associates Inc. 0.06% Add +0.5% 5,627 $1.3M
CW Advisors, LLC 0.02% Add +85.3% 5,600 $1.3M
Altman Advisors, Inc. 0.59% Add +2.7% 6,191 $1.3M
Eastern Bank 0.03% Reduce -64.6% 5,595 $1.3M
Mill Capital Management, LLC 0.10% Reduce -13.4% 5,542 $1.3M
Mizuho Markets Americas LLC 0.03% Reduce -51.2% 5,537 $1.3M
Burney Co./ 0.05% Add +0.9% 5,519 $1.3M
Fox Run Management, L.L.C. 0.20% Reduce -7.3% 5,511 $1.3M
American Assets Investment Management, LLC 0.11% No change 5,500 $1.3M
Baker Tilly Wealth Management, LLC 0.49% Add +25.7% 5,499 $1.3M
Augustine Asset Management Inc. 0.37% Reduce -7.0% 5,491 $1.3M
IFP Advisors, Inc 0.04% Reduce -32.1% 5,479 $1.3M
Gibbs Wealth Management 0.30% Add +12.5% 5,471 $1.3M
Prudent Man Advisors, LLC 0.46% Add +3.9% 5,467 $1.3M
Waverly Advisors, LLC 0.02% Add +56.9% 5,443 $1.2M
Pollock Investment Advisors, LLC 1.01% No change 5,437 $1.2M
Godshalk Welsh Capital Management, Inc. 0.81% Reduce -1.5% 5,420 $1.2M
Baker Chad R 0.25% Add +37.7% 5,420 $1.2M
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 5,391 $1.2M
Groupama Asset Managment 0.03% Reduce -49.6% 5,414 $1.2M
Cypress Asset Management Inc. 0.33% Add +4.0% 5,362 $1.2M
Portside Wealth Group, LLC 0.20% Reduce -9.7% 5,347 $1.2M
Ofi Invest Asset Management 0.03% Add +2.5% 5,751 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +7.0% 5,323 $1.2M
Cullen/Frost Bankers, Inc. 0.02% Add +1.9% 5,320 $1.2M
VCI Wealth Management LLC 0.51% Reduce -24.7% 5,273 $1.2M
Old National Bancorp 0.03% Reduce -11.9% 5,253 $1.2M
Norway Savings Bank 0.68% Add +2.5% 5,248 $1.2M
Sapient Capital LLC 0.02% Reduce -0.9% 5,248 $1.2M
TD Private Client Wealth LLC 0.03% Add +44.6% 5,210 $1.2M
Courier Capital LLC 0.08% Reduce -2.7% 5,189 $1.2M
Jacobi Capital Management LLC 0.09% Add +4.7% 5,172 $1.2M
HF Advisory Group, LLC 0.51% Add +60.4% 5,109 $1.2M
Miller Investment Management, LP 0.13% No change 5,087 $1.2M
Mufg Securities Americas Inc. 0.14% Add +19.1% 5,083 $1.2M
Burns J W & Co. Inc. 0.15% Reduce -29.2% 5,067 $1.2M
Ninety One North America, Inc. 0.08% Reduce -13.8% 5,066 $1.2M
Arkadios Wealth Advisors 0.04% Reduce -14.9% 5,043 $1.2M
Philadelphia Trust Co. 0.10% No change 5,005 $1.1M
Barbara Oil Co. 0.47% No change 5,000 $1.1M
Citizens & Northern Corp. 0.32% Reduce -0.3% 4,988 $1.1M
Modera Wealth Management, LLC 0.02% Add +0.2% 4,977 $1.1M
SVB Wealth LLC 0.05% Reduce -14.2% 4,945 $1.1M
Stonebridge Capital Management Inc. 0.48% No change 4,900 $1.1M
Cooper Financial Group 0.15% Add +13.1% 4,881 $1.1M
Simon Quick Advisors, LLC 0.06% Reduce -0.8% 4,846 $1.1M
Zevenbergen Capital Investments LLC 0.03% Reduce -2.9% 4,835 $1.1M
Davis R M Inc. 0.02% Reduce -1.8% 4,792 $1.1M
Penobscot Investment Management Company, Inc. 0.10% Reduce -0.7% 4,782 $1.1M
Harbor Capital Advisors, Inc. 0.05% Reduce -19.4% 4,744 $1.1M
AssuredPartners Investment Advisors, LLC 0.21% Add +6.1% 4,728 $1.1M
Eads & Heald Wealth Management 0.55% Reduce -4.3% 4,704 $1.1M
Prudential PLC 0.01% Reduce -20.7% 4,690 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -76.5% 5,226 $1.1M
Choreo, LLC 0.02% Reduce -40.1% 4,612 $1.1M
Great Lakes Retirement, Inc. 0.14% Add +14.5% 4,566 $1.0M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.56% Reduce -9.5% 4,524 $1.0M
Coldstream Capital Management Inc. 0.02% Add +8.3% 4,512 $1.0M
Mb, Levis & Associates, LLC 0.48% Add +0.0% 4,478 $1.0M
Hancock Whitney Corp. 0.03% Reduce -5.0% 4,451 $1.0M
Caldwell Trust Co 0.11% Reduce -2.0% 4,439 $1.0M
CFS Investment Advisory Services, LLC 0.09% Reduce -7.5% 4,407 $1.0M
Cohen Klingenstein LLC 0.04% No change 4,400 $1.0M
First Pacific Financial 0.20% Reduce -0.8% 4,397 $1.0M
Brady Family Wealth, LLC 0.32% Add +1.2% 4,317 $989K
Prospera Financial Services Inc 0.02% Add +24.3% 4,237 $971K
United Bank 0.39% Add +9.4% 4,156 $952K
Joel Isaacson & Co., LLC 0.04% No change 4,132 $946K
Spinnaker Trust 0.06% No change 4,115 $943K
Argent Advisors, Inc. 0.31% New 4,100 $939K
Mission Wealth Management, LP 0.02% Add +253.3% 4,081 $935K
Sagespring Wealth Partners, LLC 0.02% Add +18.0% 4,079 $934K
AIA Group Ltd 0.02% Add +187.8% 4,066 $931K
Canandaigua National Bank & Trust Co. 0.09% Reduce -0.1% 4,058 $930K
First Citizens Bank & Trust Co. 0.02% Reduce -15.0% 4,057 $929K
Boothbay Fund Management, LLC 0.03% Reduce -90.3% 4,043 $926K
Mountain Pacific Investment Advisers LLC 0.07% Reduce -1.2% 3,968 $909K
Sandy Cove Advisors, LLC 0.36% Add +4.1% 3,963 $908K
Elevation Point Wealth Partners, LLC 0.08% Add +30.0% 3,947 $904K
Meriwether Wealth & Planning, LLC 0.59% Add +16.3% 3,938 $902K
First United Bank & Trust 0.34% Reduce -1.0% 3,934 $901K
Profund Advisors LLC 0.04% Reduce -3.5% 3,926 $899K
NBT Bank, N.A. 0.06% Add +7.7% 3,921 $898K
SouthState Bank Corp 0.04% Reduce -7.4% 3,919 $898K
Greenleaf Trust 0.01% Add +0.7% 3,897 $893K
Anb Bank 0.40% Reduce -3.2% 3,890 $891K
Private Trust Co. NA 0.09% Add +3.9% 3,866 $886K
Legacy Advisors, LLC 0.09% Add +110.7% 3,857 $883K
Smithfield Trust Co 0.04% Reduce -4.8% 3,861 $883K
Forum Financial Management, LP 0.01% New 3,853 $883K
Ironvine Capital Partners, LLC 0.10% No change 3,850 $882K
Kingsview Wealth Management, LLC 0.02% Reduce -2.8% 3,842 $880K
Grey Ledge Advisors, LLC 0.23% Reduce -20.4% 3,838 $879K
Harvey Investment Co. LLC 0.10% Reduce -13.9% 3,811 $873K
Parvin Asset Management, LLC 0.98% Reduce -5.2% 3,811 $873K
Wbi Investments, LLC 0.23% New 3,806 $872K
W.H. Cornerstone Investments Inc. 0.60% Add +0.5% 3,798 $870K
Woodmont Investment Counsel LLC 0.06% Add +1.1% 3,789 $868K
Insigneo Advisory Services, LLC 0.09% Add +19.3% 3,760 $861K
Patten & Patten Inc. 0.06% Reduce -13.3% 3,736 $856K
Shelton Wealth Management, LLC 0.49% Reduce -4.9% 3,735 $856K
Penserra Capital Management LLC 0.02% Add +394.1% 3,735 $855K
Gen-Wealth Partners Inc 0.36% Add +5.0% 3,732 $855K
Evercore Wealth Management, LLC 0.01% No change 3,708 $849K
Carnegie Investment Counsel 0.02% Add +38.9% 3,929 $837K
WINTON GROUP Ltd 0.05% Add +14.1% 3,650 $836K
Summit Financial, LLC 0.02% Reduce -12.6% 3,611 $827K
Connecticut Wealth Management, LLC 0.04% Add +1.9% 3,608 $826K
Arcus Capital Partners, LLC 0.33% Add +21.9% 3,600 $825K
Whitener Capital Management, Inc. 0.23% Reduce -2.7% 3,600 $825K
Foundations Investment Advisors, LLC 0.02% Reduce -5.7% 3,590 $822K
Dover Advisors, LLC 0.36% Reduce -35.0% 3,580 $820K
Snowden Capital Advisors LLC 0.03% Reduce -3.8% 3,579 $820K
Parallel Advisors, LLC 0.02% Reduce -24.0% 3,577 $819K
Keystone Financial Services 0.31% No change 3,576 $819K
Arete Wealth Advisors, LLC 0.06% Add +6.0% 3,576 $819K
Keystone Financial Group 0.08% No change 3,537 $810K
111 Capital 0.16% New 3,526 $808K
Gries Financial LLC 0.16% Reduce -7.4% 3,510 $804K
Howland Capital Management LLC 0.04% Add +0.6% 3,510 $804K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +70.4% 3,531 $803K
Marble Harbor Investment Counsel, LLC 0.09% No change 3,480 $797K
Summit Global Investments 0.06% New 3,451 $790K
West Coast Financial LLC 0.09% Reduce -10.1% 3,435 $787K
Shell Asset Management Co. 0.04% No change 3,415 $782K
Marcum Wealth, LLC 0.07% Add +30.6% 3,395 $778K
Blackhawk Capital Partners, LLC 0.40% Reduce -17.3% 3,385 $775K
Tranquilli Financial Advisor LLC 0.49% Add +8.6% 3,381 $774K
Broadwater Capital Management LLC 0.60% No change 3,373 $773K
Mitchell McLeod Pugh & Williams Inc. 0.16% Add +2.1% 3,371 $772K
Westpac Banking Corp. 0.06% Reduce -13.2% 3,357 $769K
Circle Wealth Management, LLC 0.02% Reduce -0.2% 3,352 $768K
Quadrant Capital Group LLC 0.03% Reduce -4.7% 3,351 $768K
Coerente Capital Management 0.15% Reduce -8.2% 3,346 $766K
Vista Investment Partners LLC 0.23% Add +0.5% 3,329 $762K
Trust Asset Management LLC 0.06% Add +1.3% 3,320 $760K
Generali Investments CEE, investicni spolecnost, a.s. 0.07% No change 3,305 $757K
Geneos Wealth Management Inc. 0.03% Reduce -10.2% 3,268 $749K
Compass Wealth Management LLC 0.19% No change 3,266 $748K
GAMMA Investing LLC 0.06% Add +29.9% 3,250 $744K
Cypress Capital Group 0.10% Reduce -2.1% 3,248 $744K
FIL Ltd 0.00% Add +18.4% 3,248 $744K
iA Global Asset Management Inc. 0.01% Add +34.8% 3,243 $743K
NTV Asset Management LLC 0.10% Reduce -3.7% 3,238 $742K
Crescent Sterling, Ltd. 0.76% Reduce -0.8% 3,230 $740K
Main Street Financial Solutions, LLC 0.06% Add +42.0% 3,182 $729K
Focus Partners Advisor Solutions, LLC 0.01% Add +27.8% 3,163 $725K
J.W. Cole Advisors, Inc. 0.02% Reduce -11.7% 3,153 $722K
GW Henssler & Associates Ltd. 0.04% Reduce -16.4% 3,139 $719K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -2.9% 3,120 $715K
LCNB Corp. 0.26% Add +4.2% 3,120 $715K
Byrne Asset Management LLC 0.61% New 3,092 $708K
Meiji Yasuda Life Insurance Co 0.01% Reduce -19.1% 3,081 $706K
Beacon Pointe Advisors, LLC 0.01% Add +16.7% 3,081 $706K
Smartleaf Asset Management LLC 0.07% Reduce -4.5% 3,090 $703K
Meeder Advisory Services, Inc. 0.04% Reduce -5.4% 3,065 $702K
Abn Amro Investment Solutions 0.01% Add +13.3% 3,063 $702K
Beaumont Asset Management, L.L.C. 0.42% Add +1.8% 3,060 $701K
Bowen Hanes & Co. Inc. 0.02% No change 3,052 $699K
Great Valley Advisor Group, Inc. 0.01% Add +2.3% 3,037 $696K
Cypress Wealth Services, LLC 0.14% Reduce -4.0% 3,022 $692K
Semmax Financial Advisors Inc. 0.19% Add +3.8% 4,122 $689K
Syon Capital LLC 0.06% Add +4.5% 3,000 $687K
Talisman Wealth Advisors LLC 0.71% Add +0.2% 2,997 $686K
CreativeOne Wealth, LLC 0.02% Add +13.8% 2,992 $685K
World Equity Group, Inc. 0.20% New 2,953 $685K
First Manhattan Co. Llc. 0.00% Reduce -2.5% 2,989 $685K
Ascent Group, LLC 0.03% Add +191.1% 2,984 $684K
Huntleigh Advisors, Inc. 0.11% Reduce -0.6% 2,979 $682K
Citizens Financial Group Inc. 0.01% Add +82.7% 2,964 $679K
Essex Financial Services, Inc. 0.05% Add +10.3% 2,935 $672K
Hanson & Doremus Investment Management 0.10% No change 2,933 $672K
Sava Infond d.o.o. 0.13% No change 2,930 $671K
IHT Wealth Management, LLC 0.02% Add +1.5% 2,927 $670K
Grandfield & Dodd, LLC 0.04% Reduce -0.2% 2,911 $667K
Perigon Wealth Management, LLC 0.02% Add +59.4% 2,911 $667K
Community Bank, N.A. 0.09% Reduce -10.1% 2,900 $664K
Moneta Group Investment Advisors LLC 0.01% Reduce -35.3% 2,899 $664K
Bigelow Investment Advisors, LLC 0.32% Reduce -3.4% 2,897 $664K
Cigna Investments Inc. 0.12% Reduce -2.4% 2,893 $663K
Value Partners Investments Inc. 0.06% Add +57.6% 2,888 $662K
Atlas Capital Advisors Inc. 0.08% No change 2,860 $655K
Exchange Bank 0.52% No change 2,840 $651K
Advisors Asset Management, Inc. 0.01% Reduce -8.2% 2,837 $650K
Fourpath Capital Management, LLC 0.11% Add +0.0% 2,833 $649K
Cove Private Wealth, LLC 0.35% Add +46.4% 2,818 $645K
Colonial Trust Advisors 0.06% Reduce -2.6% 2,817 $645K
HBK Sorce Advisory LLC 0.02% Reduce -2.6% 2,813 $644K
Dempze Nancy E 0.39% Reduce -60.0% 2,802 $642K
Axq Capital, LP 0.26% New 2,796 $640K
City Holding Co. 0.09% Reduce -2.9% 2,792 $640K
Davidson Trust Co. 0.30% Reduce -6.1% 2,789 $639K
Gilbert & Cook, Inc. 0.09% Add +2.4% 2,788 $639K
Formidable Asset Management, LLC 0.11% Reduce -0.0% 2,787 $638K
Harbor Investment Advisory, LLC 0.06% Add +109.6% 2,786 $638K
Flputnam Investment Management Co. 0.01% Reduce -6.7% 2,773 $635K
Valmark Advisers, Inc. 0.01% Reduce -2.9% 2,771 $635K
Birch Hill Investment Advisors LLC 0.03% No change 2,765 $633K
Aull & Monroe Investment Management Corp 0.32% Add +27.8% 2,761 $632K
Claro Advisors Inc. 0.08% Reduce -17.3% 2,755 $631K
Ballentine Partners, LLC 0.01% Reduce -22.3% 2,731 $625K
Bank Pictet & Cie (Europe) AG 0.01% Add +36.4% 2,728 $625K
Icon Wealth Advisors, LLC 0.05% Add +64.7% 2,721 $623K
Empire Financial Management Company, LLC 0.19% Add +4.9% 2,716 $622K
Confluence Wealth Services, Inc. 0.04% Reduce -1.2% 3,070 $621K
SIH Partners, LLLP 0.05% New 2,705 $620K
Andra AP-fonden 0.01% New 2,700 $618K
Colonial Trust Co / SC 0.10% Reduce -14.5% 2,689 $616K
Nicolet Advisory Services, LLC 0.06% Add +64.4% 3,083 $614K
Weaver Capital Management LLC 0.16% Reduce -3.9% 2,679 $614K
Mutual Advisors, LLC 0.02% Reduce -24.4% 2,979 $611K
Parsons Capital Management Inc. 0.03% Add +3.7% 2,660 $609K
Elefante Mark B 0.48% Reduce -56.4% 2,658 $609K
First National Bank of Mount Dora, Trust Investment Services 0.15% Reduce -25.7% 2,650 $607K
Unique Wealth Strategies, LLC 0.27% Reduce -3.2% 2,638 $604K
Crux Wealth Advisors 0.31% Add +113.5% 2,617 $599K
Coign Capital Advisors LLC 0.46% Reduce -0.9% 2,612 $598K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -1.2% 2,611 $598K
Radnor Capital Management, LLC 0.10% No change 2,611 $598K
GHP Investment Advisors, Inc. 0.03% No change 2,610 $598K
Hilltop Holdings Inc. 0.04% Reduce -44.0% 2,588 $593K
Burling Wealth Partners, LLC 0.12% Reduce -3.7% 2,575 $590K
Jamison Private Wealth Management, Inc. 0.09% Reduce -0.1% 2,569 $589K
Wesbanco Bank Inc. 0.02% Add +0.2% 2,564 $587K
Sterling Financial Planning, Inc. 0.21% Add +0.0% 2,552 $584K
Personal Cfo Solutions, LLC 0.12% Add +24.9% 2,541 $582K
Net Worth Advisory Group 0.18% Add +0.6% 2,526 $579K
Moody National Bank Trust Division 0.06% Reduce -2.7% 2,526 $579K
Fosun International Ltd 0.16% No change 2,520 $577K
Versor Investments LP 0.09% Reduce -51.9% 2,503 $573K
Jmac Enterprises LLC 0.14% Add +17.9% 2,500 $573K
Focus Financial Network, Inc. 0.02% Add +0.4% 2,496 $572K
Pittenger & Anderson Inc. 0.02% Reduce -10.2% 2,487 $570K
Palouse Capital Management, Inc. 0.39% Reduce -2.4% 2,487 $570K
Global X Japan Co., Ltd. 0.07% Add +14.1% 2,487 $570K
Sendero Wealth Management, LLC 0.08% Add +0.3% 2,469 $566K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 2,466 $565K
Cozad Asset Management Inc. 0.06% Reduce -1.0% 2,457 $563K
Sumitomo Life Insurance Co. 0.02% Add +1.4% 2,454 $562K
Neo Ivy Capital Management 0.18% New 2,450 $561K
Optas, LLC 0.10% Reduce -4.0% 2,438 $558K
Evelyn Partners Investment Management (Europe) Ltd 0.21% Reduce -15.9% 2,435 $558K
Spire Wealth Management 0.02% Add +1.9% 2,424 $555K
GTS Securities LLC 0.02% Add +78.3% 2,396 $549K
Larson Financial Group LLC 0.03% Add +64.0% 2,391 $548K
Physicians Financial Services, Inc. 0.17% Reduce -28.0% 2,380 $545K
Ascent Wealth Partners, LLC 0.07% Add +73.0% 2,379 $545K
MIdWestOne Financial Group, Inc. 0.08% Reduce -0.8% 2,357 $540K
Legacy Capital Wealth Partners, LLC 0.13% Add +3.8% 2,355 $539K
Equitable Holdings, Inc. 0.01% Reduce -2.6% 2,339 $536K
Checchi Capital Advisers, LLC 0.04% Reduce -2.0% 2,334 $535K
Pinnacle West Asset Management, Inc. 0.38% Add +1.5% 2,315 $530K
Skba Capital Management LLC 0.08% New 2,294 $525K
Bailard, Inc. 0.01% Add +4.8% 2,283 $523K
Bank of Stockton 0.17% Reduce -6.4% 2,267 $519K
Nicolet Bankshares Inc. 0.10% Add +0.9% 2,260 $518K
Independent Financial Group, LLC 0.02% Add +1.5% 2,259 $517K
Tilson Financial Group, Inc. 0.20% No change 2,252 $516K
Tema ETFs LLC 0.15% Add +144.3% 2,252 $516K
NCM Capital Management, LLC 0.23% No change 2,238 $513K
Pallas Capital Advisors LLC 0.02% Add +23.8% 2,223 $509K
Bridgefront Capital, LLC 0.15% Reduce -4.8% 2,214 $507K
Trust Co of the South 0.11% Add +0.3% 2,209 $506K
Archer Investment Corp 0.13% Add +15.1% 2,205 $505K
Texas Bank & Trust Co 0.21% No change 2,202 $504K
Mendel Money Management 0.24% Reduce -2.2% 2,196 $503K
Pettyjohn, Wood & White, Inc. 0.10% Reduce -0.5% 2,188 $501K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -7.1% 2,185 $500K
Aurdan Capital Management, LLC 0.19% No change 2,174 $498K
Cim Investment Management Inc. 0.11% Reduce -0.1% 2,164 $496K
Trust Point Inc. 0.05% New 2,158 $494K
Mirova 0.09% No change 2,149 $492K
Ridgewood Investments LLC 0.23% Reduce -1.2% 2,135 $489K
Continuum Advisory, LLC 0.06% Add +24.6% 2,131 $488K
Clarius Group, LLC 0.03% Add +55.5% 2,121 $486K
McElhenny Sheffield Capital Management, LLC 0.18% Reduce -19.0% 2,111 $484K
Argus Investors' Counsel, Inc. 0.37% Reduce -36.3% 2,110 $483K
Salomon & Ludwin, LLC 0.05% No change 2,106 $482K
Ingalls & Snyder LLC 0.02% Reduce -5.8% 2,099 $481K
LifePlan Financial, LLC 0.42% Reduce -4.4% 2,097 $480K
Revisor Wealth Management LLC 0.21% New 2,085 $477K
Level Four Advisory Services, LLC 0.02% Add +54.9% 2,084 $477K
Marks Wealth, LLC 0.17% No change 2,076 $476K
BLB&B Advisors, LLC 0.02% Reduce -1.9% 2,076 $476K
Marietta Wealth Management, LLC 0.07% Reduce -0.3% 2,070 $474K
Phillips Wealth Planners LLC 0.50% Add +49.0% 2,349 $474K
Frank, Rimerman Advisors LLC 0.04% Reduce -19.0% 2,066 $473K
First City Capital Management, Inc. 0.28% Reduce -13.1% 2,056 $471K
E Fund Management Co., Ltd. 0.02% Reduce -6.0% 2,041 $468K
AE Wealth Management LLC 0.00% Reduce -10.5% 2,040 $467K
Capital Investment Advisors, LLC 0.01% Add +4.8% 2,030 $465K
Fairview Capital Investment Management, LLC 0.02% Reduce -5.4% 2,028 $465K
Diversify Wealth Management, LLC 0.03% Reduce -9.8% 2,244 $463K
Southeast Asset Advisors, LLC 0.06% New 2,000 $458K
Virtue Capital Management, LLC 0.05% Add +5.3% 1,995 $457K
Farther Finance Advisors, LLC 0.01% Reduce -36.0% 2,013 $455K
Trillium Asset Management, LLC 0.01% Reduce -26.9% 1,982 $454K
Choate Investment Advisors 0.01% Add +4.0% 1,979 $453K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -58.4% 1,978 $453K
Portfolio Design Labs, LLC 0.09% Add +20.4% 1,974 $452K
Quotient Wealth Partners, LLC 0.01% Reduce -24.4% 1,966 $450K
Signal Advisors Wealth, LLC 0.04% Reduce -7.8% 1,961 $449K
PFG Investments, LLC 0.03% Reduce -15.3% 1,960 $449K
Natural Investments, LLC 0.13% Reduce -8.2% 1,962 $449K
Good Steward Wealth Advisors,LLC 0.41% — 1,960 $449K
Rossmore Private Capital 0.06% Add +1.5% 1,955 $448K
Blue Trust, Inc. 0.01% Add +26.7% 1,954 $448K
ICONIQ Capital, LLC 0.01% Add +42.1% 1,945 $446K
Conning Inc. 0.02% No change 1,929 $442K
Rice Partnership, LLC 0.09% No change 1,921 $440K
Excalibur Management Corp. 0.17% Reduce -1.0% 1,914 $438K
Cidel Asset Management Inc. 0.03% Add +5.1% 1,908 $437K
NewEdge Wealth, LLC 0.01% Add +17.7% 1,901 $435K
Sandy Spring Bank 0.02% Reduce -30.2% 1,899 $435K
Obermeyer Wealth Partners 0.02% No change 1,897 $435K
Graypoint LLC 0.03% Reduce -16.2% 1,894 $434K
Congress Asset Management Co. 0.00% Add +7.9% 1,892 $433K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -10.0% 1,886 $432K
Brighton Jones LLC 0.01% Add +6.5% 1,885 $432K
Maridea Wealth Management LLC 0.14% New 1,873 $429K
Bank of New Hampshire 0.11% Reduce -1.7% 1,856 $425K
Alliance Wealth Advisors, LLC 0.25% Add +20.9% 1,855 $425K
Johnson Financial Group, Inc. 0.02% Add +2622.1% 1,851 $424K
KCM Investment Advisors LLC 0.02% Reduce -18.4% 1,851 $424K
BankPlus Wealth Management LLC 0.31% Add +0.2% 1,840 $421K
Alliance Wealth Advisors, LLC 0.11% Reduce -34.6% 1,839 $421K
Integrated Advisors Network LLC 0.02% Add +48.4% 1,830 $419K
Smith Chas P & Associates Pa Cpas 0.02% Add +2.0% 1,823 $418K
SOL Capital Management CO 0.05% No change 1,818 $416K
44 Wealth Management LLC 0.16% New 1,809 $414K
Centiva Capital, LP 0.02% New 1,805 $413K
Venturi Wealth Management, LLC 0.02% Add +3.9% 1,804 $413K
WBH Advisory Inc. 0.04% Add +18.0% 1,803 $413K
Prosperity Consulting Group, LLC 0.03% Add +64.6% 1,801 $413K
West Tower Group, LLC 1.08% Reduce -10.0% 1,800 $412K
Dividend Assets Capital, LLC 0.08% Reduce -1.8% 1,790 $410K
Generali Investments, Management Co LLC 0.12% No change 1,784 $409K
Howard Capital Management, LLC 0.01% Reduce -13.3% 1,781 $408K
Stock Yards Bank & Trust Co. 0.01% Reduce -13.4% 1,777 $407K
Flagship Harbor Advisors, LLC 0.02% Reduce -13.8% 1,765 $404K
Alan B Lancz & Associates, Inc. 0.43% Add +39.7% 1,760 $403K
Wellington Shields & Co., LLC 0.13% No change 1,757 $402K
Smith, Moore & Co. 0.04% Reduce -5.6% 1,750 $401K
MADDEN SECURITIES Corp 0.16% Reduce -2.8% 1,745 $400K
U.S. Capital Wealth Advisors, LLC 0.01% Add +42.6% 1,745 $400K
Fulton Bank, N.A. 0.02% Reduce -1.4% 1,738 $398K
Moneco Advisors, LLC 0.04% Add +16.4% 1,736 $398K
Wealth Alliance, LLC 0.05% Add +16.6% 1,729 $396K
DF Dent & Co. Inc. 0.01% No change 1,728 $396K
Hickory Point Bank & Trust 0.35% Reduce -0.9% 1,727 $396K
City State Bank 0.13% No change 1,725 $395K
Fortis Group Advisors, LLC 0.08% Reduce -10.5% 1,725 $395K
Daymark Wealth Partners, LLC 0.02% Add +2.6% 1,721 $394K
LMR Partners LLP 0.01% Reduce -96.1% 1,720 $394K
Stegent Equity Advisors, Inc. 0.40% Reduce -1.9% 1,709 $392K
Whalerock Point Partners, LLC 0.10% Reduce -12.8% 1,707 $391K
Pure Financial Advisors, LLC 0.01% Add +3.6% 1,707 $391K
Holderness Investments Co. 0.09% Reduce -0.6% 1,700 $389K
Headinvest, LLC 0.08% Reduce -1.1% 1,698 $389K
University of Texas/Texas Am Investment Management Co. 0.07% New 1,695 $388K
Gateway Investment Advisers LLC 0.00% Add +1.3% 1,694 $388K
ZWJ Investment Counsel Inc. 0.02% No change 1,689 $387K
Sound View Wealth Advisors Group, LLC 0.03% Add +8.9% 1,682 $385K
Wedgewood Investors Inc. 0.46% No change 1,681 $385K
Defined Financial Planning LLC 0.39% New 1,700 $384K
Cape Investment Advisory, Inc. 0.15% Add +4.0% 1,671 $383K
CNB Bank 0.19% Reduce -0.1% 1,668 $382K
Ascentis Independent Advisors 0.08% Add +2.6% 1,664 $381K
Centaurus Financial, Inc. 0.02% Add +14.8% 1,657 $380K
SeaCrest Wealth Management, LLC 0.04% Add +0.7% 1,646 $377K
PDS Planning, Inc 0.03% Add +1.0% 1,645 $377K
Verdence Capital Advisors LLC 0.03% Reduce -5.9% 1,638 $375K
Shelton Capital Management 0.01% Reduce -1.7% 1,635 $375K
Signaturefd, LLC 0.01% Reduce -1.0% 1,625 $372K
Badgley Phelps Wealth Managers, LLC 0.01% Add +11.3% 1,620 $371K
Raleigh Capital Management Inc. 0.17% Reduce -6.9% 1,617 $370K
Eagle Wealth Strategies LLC 0.23% Add +1.0% 1,616 $370K
Breakwater Capital Group 0.07% Add +0.3% 1,615 $370K
Sax Wealth Advisors, LLC 0.03% Add +2.7% 1,615 $370K
US Asset Management LLC 0.35% Reduce -0.7% 1,612 $369K
Angeles Wealth Management, LLC 0.03% Reduce -5.3% 1,609 $369K
DT Investment Partners, LLC 0.04% No change 1,607 $368K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +34.4% 1,787 $368K
CENTRAL TRUST Co 0.01% Reduce -2.3% 1,601 $367K
Leigh Baldwin & Co., LLC 0.29% Add +0.4% 1,600 $367K
Logan Capital Management Inc. 0.02% No change 1,600 $366K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 1,600 $366K
Northstar Financial Companies, Inc. 0.40% Add +15.0% 1,599 $366K
Americana Partners, LLC 0.01% Add +5.0% 1,596 $366K
Duncker Streett & Co. Inc. 0.07% No change 1,595 $365K
Trust Co. of Toledo NA 0.05% Add +46.0% 1,593 $365K
Northstar Group, Inc. 0.06% No change 1,586 $363K
Signature Wealth Management Partners, LLC 0.24% Reduce -41.3% 1,584 $363K
Family Firm, Inc. 0.08% Add +0.5% 1,582 $362K
Ariston Services Group 0.30% No change 1,573 $360K
Inscription Capital, LLC 0.06% — 1,455 $360K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Add +8.3% 1,570 $360K
Los Angeles Capital Management LLC 0.00% Reduce -1.8% 1,564 $358K
Key Client Fiduciary Advisors, LLC 0.16% No change 1,557 $357K
Advisor OS, LLC 0.04% Reduce -29.4% 1,551 $355K
TFB Advisors LLC 0.10% Add +11.3% 1,546 $354K
New England Research & Management, Inc. 0.18% New 1,545 $354K
TOWER TRUST & INVESTMENT Co 0.29% — 1,709 $354K
Wealth Group, Ltd. 0.23% Reduce -30.8% 1,543 $353K
Stockman Wealth Management, Inc. 0.05% No change 1,540 $353K
Oddo BHF Asset Management Sas 0.01% Reduce -7.0% 1,528 $350K
Tevis Investment Management 0.26% No change 1,537 $349K
Composition Wealth, LLC 0.01% Add +11.8% 1,520 $348K
Sowell Financial Services LLC 0.02% New 1,520 $348K
Washington Trust Bank 0.03% Add +0.5% 1,510 $346K
RFG - Bristol Wealth Advisors, LLC 0.12% Reduce -6.6% 1,506 $345K
Plancorp, LLC 0.01% Add +4.1% 1,499 $343K
Defined Wealth Management, LLC 0.23% Reduce -0.2% 1,494 $342K
StoneX Group Inc. 0.02% Add +32.5% 1,493 $342K
Bath Savings Trust Co 0.04% Reduce -6.3% 1,489 $341K
Ausdal Financial Partners, Inc. 0.03% Add +31.2% 1,487 $341K
Douglas Lane & Associates, LLC 0.01% Reduce -3.4% 1,482 $340K
Clear Harbor Asset Management, LLC 0.03% Add +19.9% 1,479 $339K
Valicenti Advisory Services Inc. 0.09% No change 1,475 $338K
CX Institutional 0.01% Add +18.2% 1,473 $337K
Probity Advisors, Inc. 0.06% Reduce -5.4% 1,471 $337K
Allegheny Financial Group 0.09% Add +1.0% 1,456 $334K
Magnus Financial Group LLC 0.03% Add +0.1% 1,456 $333K
Retirement Planning Co of New England, Inc. 0.17% Reduce -3.8% 1,449 $332K
Cahill Financial Advisors Inc. 0.05% Add +2.7% 1,449 $332K
Caitlin John, LLC 0.33% Reduce -12.8% 1,448 $332K
GeoWealth Management, LLC 0.01% Reduce -25.2% 1,442 $330K
Resources Management Corp. /CT/ 0.05% Reduce -1.4% 1,439 $330K
Schnieders Capital Management LLC 0.07% No change 1,439 $330K
Strategy Asset Managers LLC 0.07% Reduce -91.1% 1,432 $328K
First Horizon Advisors, Inc. 0.01% Reduce -13.5% 1,424 $326K
Richard C. Young & CO., LTD. 0.04% No change 1,424 $326K
Oakworth Capital, Inc. 0.02% No change 1,423 $326K
Azimuth Capital Investment Management LLC 0.01% Add +16.4% 1,423 $326K
S.A. Mason LLC 0.17% No change 1,414 $324K
Independent Solutions Wealth Management, LLC 0.07% Reduce -8.1% 1,414 $324K
Pflug Koory, LLC 0.18% Reduce -0.2% 1,411 $323K
Capital Advisors, Ltd. LLC 0.04% Reduce -1.3% 1,410 $323K
Compound Planning, Inc. 0.01% Add +33.3% 1,408 $323K
Apella Capital, LLC 0.01% Add +0.6% 1,540 $322K
Blossom Wealth Management 0.65% Reduce -11.3% 1,406 $322K
Dynamic Advisor Solutions LLC 0.01% Add +7.7% 1,406 $322K
MBB Public Markets I LLC 0.04% New 1,405 $322K
Chiron Capital Management, LLC 0.29% Reduce -0.3% 1,404 $322K
Stablepoint Partners, LLC 0.06% No change 1,402 $321K
UNIVEST FINANCIAL Corp 0.02% Reduce -2.8% 1,402 $321K
Jump Financial, LLC 0.00% New 1,402 $321K
Pavion Blue Capital, LLC 0.15% No change 1,400 $321K
Acima Private Wealth, LLC 0.12% Reduce -36.4% 1,400 $321K
Inlet Private Wealth, LLC 0.08% No change 1,400 $321K
Arax Advisory Partners 0.02% Add +37.3% 1,399 $321K
Journey Strategic Wealth LLC 0.01% Add +1.6% 1,394 $319K
SBI Securities Co., Ltd. 0.01% Add +1.9% 1,392 $319K
Quarry LP 0.08% Add +3132.6% 1,390 $318K
Catalyst Financial Partners LLC 0.06% Add +1.1% 1,385 $317K
First National Trust Co 0.01% Reduce -4.8% 1,382 $317K
FineMark National Bank & Trust 0.01% Reduce -14.5% 1,376 $315K
Carnegie Lake Advisors LLC 0.13% No change 1,375 $315K
Cambridge Advisors Inc. 0.07% Reduce -6.8% 1,372 $314K
Beaumont Financial Advisors, LLC 0.02% Reduce -27.7% 1,370 $314K
Anchor Capital Advisors LLC 0.01% No change 1,367 $313K
Banque Cantonale Vaudoise 0.01% — 1,366 $313K
Fortress Private Ledger, LLC 0.17% New 1,364 $312K
TCTC Holdings, LLC 0.01% No change 1,358 $311K
Claris Advisors, LLC / Mo / 0.12% Add +0.1% 1,350 $309K
Broyhill Asset Management, LLC 0.25% No change 1,348 $309K
Austin Private Wealth, LLC 0.03% Add +10.5% 1,343 $308K
Alta Advisers Ltd 0.13% Add +42.8% 1,335 $306K
Kuhn & Co Investment Counsel 0.26% No change 1,332 $305K
Capital Investment Advisory Services, LLC 0.03% New 1,332 $305K
McGlone Suttner Wealth Management, Inc. 0.05% New 1,330 $305K
Aspiriant, LLC 0.01% Add +18.6% 1,330 $305K
Crowley Wealth Management, Inc. 0.29% Reduce -2.9% 1,330 $305K
Private Wealth Partners, LLC 0.03% No change 1,329 $304K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +3.1% 1,328 $304K
Freedom Investment Management, Inc. 0.03% Reduce -5.8% 1,326 $304K
Modern Wealth Management, LLC 0.01% New 1,321 $303K
Advisors Capital Management, LLC 0.00% Reduce -8.3% 1,320 $303K
Asset Management Group, Inc. 0.06% Add +0.3% 1,317 $302K
Aprio Wealth Management, LLC 0.04% Add +12.8% 1,311 $300K
Mitchell & Pahl Private Wealth, LLC 0.14% Reduce -0.1% 1,305 $299K
Berger Financial Group, Inc 0.02% Reduce -15.4% 1,301 $298K
Eagle Harbor Asset Management Inc. 0.30% No change 1,300 $298K
Mechanics Financial Corp 0.14% No change 1,300 $298K
VeraBank, N.A. 0.08% Reduce -0.3% 1,300 $298K
Kesler, Norman & Wride, LLC 0.06% Reduce -23.1% 1,295 $297K
Estabrook Capital Management 0.05% No change 1,293 $296K
Valeo Financial Advisors, LLC 0.01% Reduce -42.7% 1,291 $296K
V2 Financial group LLC 0.19% Reduce -16.2% 1,290 $295K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,285 $294K
Charles Schwab Trust Co 0.02% Add +18.4% 1,284 $294K
Ycg, LLC 0.02% Reduce -19.8% 1,284 $294K
Aquatic Capital Management LLC 0.01% New 1,282 $294K
FreeGulliver LLC 0.15% Add +0.5% 1,277 $293K
Fulcrum Capital LLC 0.06% No change 1,275 $292K
Regatta Capital Group, LLC 0.06% Add +0.2% 1,263 $289K
Grant/GrossMendelsohn, LLC 0.16% Add +5.6% 1,411 $289K
Woodward Diversified Capital, LLC 0.20% Add +10.1% 1,257 $288K
Davis Investment Partners, LLC 0.13% No change 1,397 $287K
Pines Wealth Management, LLC 0.13% Add +20.9% 1,425 $286K
Mattern Wealth Management LLC 0.06% Reduce -45.0% 1,247 $286K
1ST Source Bank 0.02% Reduce -5.8% 1,245 $285K
3Chopt Investment Partners, LLC 0.07% New 1,244 $285K
First Interstate Bank 0.02% Reduce -29.7% 1,237 $283K
Stanley-Laman Group, Ltd. 0.04% New 1,236 $283K
Schrum Private Wealth Management LLC 0.25% No change 1,234 $283K
JT Stratford LLC 0.05% Add +9.1% 1,232 $282K
Delaney Dennis R 0.15% Reduce -83.8% 1,226 $281K
Waddell & Associates, LLC 0.03% No change 1,220 $279K
Millennium Capital Advisors, LLC 0.21% Reduce -0.1% 1,218 $279K
Boltwood Capital Management 0.08% Add +12.0% 1,217 $279K
Northwest Quadrant Wealth Management, LLC 0.07% Reduce -3.2% 1,213 $278K
Good Life Advisors, LLC 0.02% Add +20.2% 1,209 $277K
Delta Financial Group, Inc. 0.06% No change 1,197 $274K
Fisher Asset Management 0.00% Add +34.0% 1,191 $273K
RD Lewis Holdings, Inc. 0.31% Reduce -10.8% 1,615 $273K
Diversified Trust Co. 0.01% Add +4.7% 1,188 $272K
First National Advisers, LLC 0.04% New 1,187 $272K
Middleton & Co. Inc. 0.03% No change 1,185 $271K
Parkside Financial Bank & Trust 0.03% Reduce -5.7% 1,184 $271K
Gratus Wealth Advisors, LLC 0.04% Reduce -1.7% 1,184 $271K
Van Eck Associates Corp. 0.00% Reduce -92.0% 1,184 $271K
Cerro Pacific Wealth Advisors LLC 0.09% Reduce -33.1% 1,193 $271K
Savvy Advisors, Inc. 0.03% Add +6.1% 1,180 $270K
Patrick M Sweeney & Associates, Inc. 0.20% No change 1,180 $270K
First County Bank 0.15% Add +3.3% 1,179 $270K
First Affirmative Financial Network 0.17% Add +0.3% 1,179 $270K
Hudson Capital Management LLC 0.09% No change 1,177 $270K
Mill Creek Capital Advisors, LLC 0.01% No change 1,177 $270K
Integrity Alliance, Llc. 0.01% New 1,175 $269K
Strengthening Families & Communities, LLC 0.16% Add +2.4% 1,150 $269K
West Family Investments, Inc. 0.10% Reduce -0.2% 1,173 $269K
Physician Wealth Advisors, Inc. 0.05% Reduce -0.3% 1,168 $268K
Riverview Trust Co 0.26% Reduce -3.9% 1,164 $267K
Koss-Olinger Consulting, LLC 0.02% New 1,162 $266K
Meadow Creek Wealth Advisors LLC 0.20% Add +5.3% 1,161 $266K
Abacus Wealth Partners, LLC 0.04% Reduce -7.9% 1,160 $266K
Goelzer Investment Management, Inc. 0.02% No change 1,159 $265K
AA Financial Advisors, LLC 0.06% Add +1.7% 1,157 $265K
American Trust 0.07% Add +10.8% 1,156 $265K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.4% 1,155 $265K
Glen Eagle Advisors, LLC 0.04% No change 1,153 $264K
SS&H Financial Advisors, Inc. 0.10% No change 1,152 $264K
Sompo Asset Management Co., Ltd. 0.05% Reduce -27.7% 1,150 $263K
Gold Investment Management Ltd. 0.11% Reduce -4.1% 1,147 $263K
D.B. Root & Company, LLC 0.08% Reduce -5.8% 1,144 $262K
Chicago Partners Investment Group LLC 0.01% Reduce -30.4% 1,567 $262K
Berkshire Asset Management LLC 0.01% Add +13.2% 1,557 $261K
Phoenix Financial Ltd. 0.00% Add +24.6% 1,140 $261K
Legacy Financial Advisors, Inc. 0.04% Add +19.2% 1,132 $259K
Red Door Wealth Management, LLC 0.04% Reduce -26.4% 1,127 $258K
Garrison Point Advisors, LLC 0.13% No change 1,125 $258K
BOK Financial Private Wealth, Inc. 0.02% Reduce -46.6% 1,125 $258K
Kingswood Wealth Advisors, LLC 0.02% Reduce -2.3% 1,123 $257K
Maia Wealth LLC 0.06% Add +8.6% 1,243 $256K
Penbrook Management LLC 0.19% No change 1,115 $255K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +1.2% 1,111 $254K
CWA Asset Management Group, LLC 0.01% Reduce -24.6% 1,110 $254K
CWS Financial Advisors, LLC 0.08% Add +0.2% 1,108 $254K
King Luther Capital Management Corp. 0.00% No change 1,103 $253K
Ulland Investment Advisors, LLC 0.22% No change 1,100 $252K
Cullinan Associates Inc. 0.02% No change 1,100 $252K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 1,100 $252K
AlphaQuest LLC 0.03% Add +3563.3% 1,099 $252K
Transamerica Financial Advisors, LLC 0.03% Reduce -0.5% 1,095 $251K
Mission Hills Financial Advisory, LLC 0.17% No change 1,095 $251K
Belpointe Asset Management LLC 0.01% Reduce -52.8% 1,094 $251K
Hurlow Wealth Management Group, Inc. 0.08% Reduce -0.1% 1,093 $250K
Adirondack Trust Co. 0.10% Reduce -3.0% 1,093 $250K
Bull Street Advisors, LLC 0.12% Reduce -23.8% 1,091 $250K
Oregon Pacific Wealth Management, LLC 0.25% Add +1.1% 1,087 $249K
Trust Co of Kansas 0.13% No change 1,070 $245K
Novare Capital Management LLC 0.02% Reduce -3.8% 1,068 $245K
Avidian Wealth Enterprises, LLC 0.01% Reduce -21.6% 1,068 $245K
BlueSky Wealth Advisors, LLC 0.04% No change 1,059 $243K
Avantax Planning Partners, Inc. 0.01% Reduce -5.7% 1,059 $243K
Atticus Wealth Management, LLC 0.08% Reduce -13.9% 1,058 $242K
Viawealth, LLC 0.15% No change 1,052 $241K
Fayez Sarofim & Co 0.00% Reduce -16.0% 1,051 $241K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% Reduce -6.7% 1,050 $241K
Hickory Asset Management, Inc. 0.21% Reduce -8.6% 1,037 $237K
RB Capital Management, LLC 0.06% Add +0.4% 1,024 $234K
Sachetta, LLC 0.10% Reduce -7.9% 1,018 $233K
Motco 0.02% Add +1.2% 1,012 $232K
Burke & Herbert Bank & Trust Co. 0.06% No change 1,012 $232K
Legacy Solutions, LLC 0.25% Add +0.8% 1,004 $230K
HC Advisors, LLC 0.17% New 1,000 $229K
Viewpoint Capital Management LLC 0.12% No change 1,000 $229K
Creekside Partners 0.12% No change 1,000 $229K
Wilkins Investment Counsel Inc. 0.03% Reduce -24.5% 1,000 $229K
Knollwood Investment Advisory, LLC 0.03% No change 1,000 $229K
Journey Advisory Group, LLC 0.02% Reduce -0.3% 1,000 $229K
Boston Common Asset Management, LLC 0.01% No change 1,000 $229K
Quilter Plc 0.00% No change 1,000 $229K
Appleton Partners Inc. 0.02% Reduce -80.5% 1,000 $229K
Dana Investment Advisors, Inc. 0.01% Add +1.0% 998 $229K
JGP Wealth Management, LLC 0.03% Add +0.1% 997 $228K
PAX Financial Group, LLC 0.04% Add +6.9% 997 $228K
Napatree Capital LLC 0.13% New 993 $227K
Lindbrook Capital, LLC 0.02% Add +7.8% 992 $227K
Chicago Capital, LLC 0.01% New 992 $227K
J. W. Coons Advisors, LLC 0.06% New 990 $227K
Alpha Omega Wealth Management LLC 0.04% Add +5.7% 984 $225K
Sigma Planning Corp 0.01% Add +5.7% 982 $225K
Dodge & Cox 0.00% No change 980 $224K
Ritholtz Wealth Management 0.01% New 979 $224K
Faithward Advisors, LLC 0.04% Reduce -2.9% 966 $221K
Naples Global Advisors, LLC 0.02% Reduce -17.2% 961 $220K
Saratoga Research & Investment Management 0.01% Reduce -98.7% 961 $220K
Builder Investment Group Inc. 0.06% No change 958 $219K
Nadler Financial Group, Inc. 0.02% No change 953 $218K
EverSource Wealth Advisors, LLC 0.01% Reduce -24.6% 952 $218K
Oxford Financial Group, LTD. LLC 0.02% No change 951 $218K
Baader Bank Aktiengesellschaft 0.02% Add +6.4% 963 $218K
Creekmur Asset Management LLC 0.05% New 950 $218K
Crawford Investment Counsel Inc. 0.00% New 943 $216K
Crestwood Advisors Group, LLC 0.00% Add +4.8% 940 $215K
Sivia Capital Partners, LLC 0.10% Add +4.3% 938 $215K
apricus wealth, LLC 0.13% New 934 $214K
Fullcircle Wealth LLC 0.09% New 1,045 $214K
Ethos Financial Group, LLC 0.02% No change 941 $213K
Sunburst Financial Group, LLC 0.05% Reduce -1.1% 931 $213K
Aries Wealth Management 0.06% No change 930 $213K
Smith Shellnut Wilson LLC 0.10% Reduce -6.3% 917 $210K
Anchor Investment Management, LLC 0.02% No change 917 $210K
AGH Wealth Advisors, LLC 0.20% New 917 $210K
Allen Mooney & Barnes Investment Advisors LLC 0.03% No change 909 $208K
Fragasso Financial Advisors Inc 0.02% Reduce -14.6% 909 $208K
Annis Gardner Whiting Capital Advisors, LLC 0.09% No change 907 $208K
Financial Security Advisor, Inc. 0.05% Add +0.3% 907 $208K
Accredited Investors Inc. 0.01% Add +0.6% 906 $208K
Keating Investment Counselors Inc. 0.06% No change 900 $206K
Bellecapital International Ltd. 0.04% No change 900 $206K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -0.2% 911 $206K
Claret Asset Management Corp 0.04% New 894 $205K
Country Club Bank 0.01% No change 898 $204K
Hendley & Co. Inc. 0.07% New 890 $204K
Arkansas Financial Group, Inc. 0.04% No change 1,022 $204K
Bestgate Wealth Advisors, LLC 0.42% New 885 $203K
one8zero8, LLC 0.05% New 883 $202K
Harbour Capital Advisors, LLC 0.05% No change 910 $202K
SageView Advisory Group, LLC 0.01% Reduce -61.3% 880 $202K
Fermata Advisors, LLC 0.04% New 880 $202K
Perpetual Ltd 0.00% New 879 $201K
USA Financial Formulas 0.03% Reduce -0.5% 843 $193K
Sentry Investment Management LLC 0.13% Reduce -23.0% 927 $190K
Hamilton Capital Partners Inc. 0.01% New 829 $190K
Cary Street Partners Investment Advisory LLC 0.11% Add +135.2% 828 $190K
Deseret Mutual Benefit Administrators 0.09% Add +3.9% 827 $189K
MassMutual Private Wealth & Trust, FSB 0.01% Add +39.1% 815 $187K
Covestor Ltd 0.12% Reduce -8.9% 802 $184K
Olde Wealth Management, LLC 0.06% New 800 $183K
CarsonAllaria Wealth Management, Ltd. 0.10% Add +45.1% 791 $181K
TFC Financial Management, Inc. 0.03% Add +0.3% 791 $181K
Godsey & Gibb, Inc. 0.02% No change 790 $181K
Hazlett, Burt & Watson, Inc. 0.08% Reduce -2.6% 774 $177K
Game Plan Financial Advisors, LLC 0.10% No change 756 $173K
Tsfg, LLC 0.03% Reduce -2.3% 734 $168K
Hager Investment Management Services, LLC 0.11% Reduce -10.4% 713 $163K
Leonteq Securities AG 0.01% Reduce -20.4% 709 $163K
Brown, Lisle/Cummings, Inc. 0.05% Reduce -4.9% 702 $161K
Cromwell Holdings LLC 0.10% Add +152.0% 683 $156K
Brooklyn Investment Group 0.03% Reduce -6.4% 659 $151K
Rothschild Investment LLC 0.01% Reduce -19.8% 659 $151K
Tompkins Financial Corp. 0.01% No change 650 $149K
Advantage Trust Co 0.08% No change 610 $140K
NCP Inc. 0.19% No change 600 $137K
Harbour Investments, Inc. 0.00% Reduce -0.8% 590 $135K
Horizon Bancorp Inc. 0.07% Add +10.9% 569 $130K
JTC Employer Solutions Trustee Ltd 0.01% No change 560 $128K
Peoples Bank 0.09% No change 550 $126K
Cherry Tree Wealth Management, LLC 0.03% No change 540 $124K
Zions Bancorporation, National Association 0.01% — 535 $123K
ANTIPODES PARTNERS Ltd 0.00% New 517 $118K
Whipplewood Advisors, LLC 0.07% Add +67.9% 880 $118K
Stephens Consulting, LLC 0.03% No change 511 $117K
Mattson Financial Services, LLC 0.04% Reduce -88.1% 509 $117K
Opal Wealth Advisors, LLC 0.04% New 502 $115K
Curat Global, LLC 0.14% — 500 $115K
Blume Capital Management, Inc. 0.03% No change 500 $115K
Addison Advisors LLC 0.03% Reduce -0.6% 477 $109K
Quent Capital, LLC 0.01% Add +1.1% 475 $109K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.05% Add +18.4% 450 $103K
Lanark Financial, Inc. 0.01% — 447 $102K
Ascentis Wealth Management, LLC 0.03% Reduce -29.1% 449 $102K
Bangor Savings Bank 0.01% Reduce -2.2% 443 $101K
Ransom Advisory, Ltd 0.05% No change 430 $98K
Citizens National Bank Trust Department 0.02% No change 416 $95K
Tacita Capital Inc 0.07% No change 409 $94K
ORG Partners LLC 0.02% Reduce -97.7% 73 $92K
Reyes Financial Architecture, Inc. 0.07% New 400 $92K
Key Financial Inc 0.02% Add +2.3% 397 $91K
Concord Wealth Partners 0.01% Add +6.7% 396 $91K
Union Savings Bank 0.04% No change 394 $90K
Proffitt & Goodson Inc. 0.01% No change 385 $88K
Paradigm Asset Management Co. LLC 0.02% No change 359 $82K
Security National Bank 0.02% No change 358 $82K
Wayfinding Financial, LLC 0.04% New 359 $82K
Financial Network Wealth Advisors LLC 0.11% Add +23.9% 352 $81K
S&T Bank 0.03% No change 351 $80K
Monetary Management Group Inc. 0.02% Add +40.0% 350 $80K
Acadian Asset Management LLC 0.00% No change 343 $78K
Hara Capital LLC 0.05% No change 335 $77K
Clearstead Trust, LLC 0.02% No change 332 $76K
FSA Wealth Management LLC 0.03% Add +0.3% 327 $75K
Independence Bank of Kentucky 0.01% No change 325 $74K
Heritage Wealth Advisors 0.00% Reduce -22.1% 317 $73K
Capital A Wealth Management, LLC 0.08% Add +0.3% 314 $72K
Kathleen S. Wright Associates Inc. 0.03% No change 300 $69K
Sunbelt Securities, Inc. 0.01% Add +4.4% 282 $65K
Kennebec Savings Bank 0.07% No change 269 $62K
Bruce G. Allen Investments, LLC 0.05% Reduce -3.9% 269 $62K
Versant Capital Management, Inc 0.01% Add +27.4% 265 $61K
JNBA Financial Advisors 0.01% No change 264 $60K
Avior Wealth Management, LLC 0.00% Reduce -97.0% 261 $60K
Salem Investment Counselors Inc. 0.00% Add +14.5% 260 $60K
Rialto Wealth Management, LLC 0.02% Add +0.8% 252 $58K
Tortoise Investment Management, LLC 0.01% Add +0.4% 252 $58K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 250 $57K
Piscataqua Savings Bank 0.05% No change 245 $56K
BNP Paribas 0.00% No change 240 $55K
Princeton Global Asset Management LLC 0.01% No change 239 $55K
Hemington Wealth Management 0.01% Add +24.9% 236 $54K
Union Bancaire Privee, UBP SA 0.00% No change 305 $54K
Keystone Financial Group, Inc. 0.04% Add +0.6% 320 $53K
Walleye Trading LLC 0.00% New 230 $53K
VSM Wealth Advisory, LLC 0.02% No change 227 $52K
Ogorek Anthony Joseph /NY/ 0.02% Add +74.2% 223 $51K
Pinnacle Bancorp, Inc. 0.02% No change 220 $50K
Richardson Financial Services Inc. 0.04% Add +141.8% 220 $50K
Asset Dedication, LLC 0.00% No change 219 $50K
Blue Bell Private Wealth Management, LLC 0.01% Add +67.2% 219 $50K
Nexus Investment Management ULC 0.01% New 150 $49K
Pacifica Partners Inc. 0.02% No change 221 $49K
Millstone Evans Group, LLC 0.03% Reduce -7.4% 213 $49K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 210 $48K
Rosenberg Matthew Hamilton 0.01% No change 207 $47K
Gables Capital Management Inc. 0.02% No change 200 $46K
Operose Advisors LLC 0.02% No change 200 $46K
TruNorth Capital Management, LLC 0.01% No change 200 $46K
REAP Financial Group, LLC 0.01% Add +54.7% 198 $45K
North Star Investment Management Corp. 0.00% No change 187 $43K
Main Street Group, LTD 0.02% Add +619.2% 187 $43K
Sound Income Strategies, LLC 0.00% Add +11.4% 186 $43K
Medallion Wealth Advisors, LLC 0.02% No change 188 $43K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +378.9% 182 $42K
Carolinas Wealth Consulting LLC 0.01% Reduce -1.6% 183 $42K
Nemes Rush Group LLC 0.01% Reduce -32.5% 183 $42K
Coston, McIsaac & Partners 0.01% No change 179 $41K
Abound Wealth Management 0.01% Reduce -9.2% 178 $41K
Nvwm, LLC 0.01% Reduce -1.1% 177 $41K
MCF Advisors LLC 0.00% Add +23.6% 173 $40K
Trifecta Capital Advisors, LLC 0.01% Reduce -26.0% 171 $39K
SJS Investment Consulting Inc. 0.01% Add +4.9% 170 $39K
Hopwood Financial Services, Inc. 0.03% No change 170 $39K
Westside Investment Management, Inc. 0.01% No change 167 $38K
Rise Advisors, LLC 0.02% Add +5.8% 165 $38K
Cheviot Value Management, LLC 0.00% New 224 $37K
Arlington Trust Co LLC 0.01% Reduce -67.1% 163 $37K
Loomis Sayles & Co. L P 0.00% Reduce -35.6% 163 $37K
WPG Advisers, LLC 0.03% Reduce -3.7% 158 $36K
Mascoma Wealth Management LLC 0.01% No change 156 $36K
IAG Wealth Partners, LLC 0.01% No change 148 $34K
New England Capital Financial Advisors LLC 0.02% No change 147 $34K
JFS Wealth Advisors, LLC 0.00% Reduce -25.3% 145 $33K
McIlrath & Eck, LLC 0.00% No change 142 $33K
CGC Financial Services, LLC 0.01% No change 140 $32K
Clarity Asset Management, Inc. 0.02% Reduce -23.6% 136 $31K
DiNuzzo Private Wealth, Inc. 0.00% Add +1.5% 135 $31K
Kelly Lawrence W & Associates Inc. 0.01% New 135 $31K
Investors Research Corp 0.01% Add +20.5% 135 $31K
Consultiva Wealth Management, Corp. 0.10% No change 133 $30K
GW&K Investment Management, LLC 0.00% Add +9.7% 125 $29K
Alpine Bank Wealth Management 0.00% — 125 $29K
Valley National Advisers Inc. 0.01% Reduce -31.9% 126 $28K
CVA Family Office, LLC 0.00% Reduce -65.6% 122 $28K
Smallwood Wealth Investment Management, LLC 0.02% New 120 $27K
Hexagon Capital Partners LLC 0.01% Add +11.7% 115 $26K
Saudi Central Bank 0.14% New 114 $26K
Bollard Group LLC 0.00% No change 114 $26K
Cornerstone Planning Group LLC 0.01% Add +341.4% 128 $26K
Plante Moran Financial Advisors, LLC 0.00% No change 113 $26K
Red Tortoise LLC 0.01% No change 112 $26K
New Age Alpha Advisors, LLC 0.00% Add +10.9% 112 $26K
MV Capital Management, Inc. 0.00% Add +2.8% 110 $25K
2UniFi Bank 0.02% No change 111 $25K
Bogart Wealth, LLC 0.00% Add +1.9% 107 $25K
Boyd Watterson Asset Management LLC 0.01% No change 106 $24K
Richards, Merrill & Peterson, Inc. 0.01% No change 104 $24K
Indiana Trust & Investment Management Co 0.01% No change 104 $24K
Picton Mahoney Asset Management 0.00% Reduce -28.2% 102 $23K
Fourth Dimension Wealth, LLC 0.01% No change 100 $23K
Murphy & Mullick Capital Management Corp 0.02% New 99 $23K
Private Wealth Asset Management, LLC 0.00% — 96 $22K
True Wealth Design, LLC 0.01% Reduce -60.3% 93 $21K
Foster Dykema Cabot & Partners, LLC 0.00% No change 91 $21K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 90 $21K
NewSquare Capital LLC 0.00% Add +328.6% 90 $21K
Breakwater Investment Management 0.01% No change 89 $20K
Wood Tarver Financial Group, LLC 0.01% Reduce -59.7% 87 $20K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -18.1% 86 $20K
Financial Management Professionals, Inc. 0.00% Add +35.5% 84 $19K
Park Square Financial Group, LLC 0.02% Add +3.8% 83 $19K
Cedar Mountain Advisors, LLC 0.00% Reduce -48.4% 80 $18K
Truvestments Capital LLC 0.00% Reduce -8.1% 79 $18K
Darwin Wealth Management, LLC 0.01% No change 79 $18K
Missouri Trust & Investment Co 0.01% Add +971.4% 75 $17K
Wolff Wiese Magana LLC 0.01% Add +1650.0% 70 $16K
Prestige Wealth Management Group LLC 0.00% Add +18.6% 70 $16K
Centennial Bank 0.01% No change 65 $15K
Steph & Co. 0.01% Add +90.9% 63 $14K
Golden State Wealth Management, LLC 0.00% Reduce -8.8% 62 $14K
Iron Horse Wealth Management, LLC 0.00% Reduce -33.3% 60 $14K
Dunhill Financial, LLC 0.01% Add +17.6% 60 $14K
Glass Jacobson Investment Advisors llc 0.00% No change 57 $13K
Sierra Ocean, LLC 0.01% Reduce -56.6% 56 $13K
Grove Bank & Trust 0.00% No change 56 $13K
Meeder Asset Management Inc. 0.00% Reduce -31.3% 55 $13K
Armstrong Advisory Group, Inc. 0.00% No change 51 $12K
West Branch Capital LLC 0.00% No change 50 $12K
Legacy Wealth Managment, LLC 0.01% No change 50 $11K
Highline Wealth Partners LLC 0.00% Add +17.5% 47 $11K
YANKCOM Partnership 0.01% No change 47 $11K
Raffa Wealth Management, LLC 0.00% Reduce -11.5% 46 $11K
Wealth Preservation Advisors, LLC 0.01% — 44 $10K
Crews Bank & Trust 0.00% No change 43 $10K
Optiver Holding B.V. 0.00% Reduce -91.3% 43 $10K
Kozak & Associates, Inc. 0.00% No change 47 $10K
Grayhawk Investment Strategies Inc. 0.02% No change 42 $10K
Optimum Investment Advisors 0.00% No change 42 $10K
Fortitude Family Office, LLC 0.00% No change 42 $10K
Barrett & Company, Inc. 0.00% No change 40 $9K
North Capital, Inc. 0.01% — 37 $8K
Abound Financial, LLC 0.00% New 37 $8K
Retirement Wealth Solutions LLC 0.01% No change 36 $8K
Kestra Investment Management, LLC 0.00% Reduce -49.3% 36 $8K
Dagco, Inc. 0.00% New 35 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 34 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 33 $8K
Bernard Wealth Management Corp. 0.00% Add +230.0% 33 $8K
Private Wealth Management Group, LLC 0.00% Reduce -29.8% 33 $8K
Creative Financial Designs Inc. 0.00% Add +933.3% 31 $7K
Minot DeBlois Advisors LLC 0.01% No change 30 $7K
Lowe Wealth Advisors, LLC 0.00% No change 30 $7K
Global Financial Private Client, LLC 0.00% Add +123.1% 29 $7K
HHM Wealth Advisors, LLC 0.00% No change 29 $7K
Nova Wealth Management, Inc. 0.01% New 27 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 27 $6K
Bell Investment Advisors, Inc 0.00% Reduce -18.2% 27 $6K
AdvisorNet Financial, Inc 0.00% Reduce -18.2% 27 $6K
Beacon Capital Management, LLC 0.00% Add +4.0% 26 $6K
Hughes Financial Services, LLC 0.00% New 26 $6K
Strategic Investment Solutions, Inc. 0.00% Add +4.3% 24 $6K
Compass Financial Services Inc 0.00% No change 23 $5K
Park Place Capital Corp 0.00% Add +83.3% 22 $5K
SOA Wealth Advisors, LLC. 0.00% No change 21 $5K
Barnes Dennig Private Wealth Management LLC 0.01% — 20 $5K
Trust Co 0.00% No change 20 $5K
Montag & Caldwell, LLC 0.00% No change 19 $4K
Garde Capital, Inc. 0.00% New 18 $4K
Winch Advisory Services, LLC 0.00% Reduce -39.3% 17 $4K
Redmont Wealth Advisors LLC 0.01% New 15 $3K
Clark Wealth Partners 0.00% No change 15 $3K
Binnacle Investments Inc 0.00% — 14 $3K
Aspect Partners, LLC 0.00% Add +27.3% 14 $3K
Elevation Wealth Partners, LLC 0.00% No change 13 $3K
First PREMIER Bank 0.00% No change 11 $3K
Avion Wealth 0.00% No change 15 $3K
Greykasell Wealth Strategies, Inc. 0.00% New 12 $3K
PFS Partners, LLC 0.00% No change 11 $3K
Activest Wealth Management 0.00% Add +450.0% 11 $3K
WestEnd Advisors, LLC 0.00% Add +175.0% 11 $3K
Core Alternative Capital 0.00% No change 10 $2K
High Note Wealth, LLC 0.00% Reduce -65.5% 10 $2K
ROSS\JOHNSON & Associates LLC 0.04% New 10 $2K
Financial Perspectives, Inc 0.00% No change 9 $2K
Signature Resources Capital Management, LLC 0.00% No change 9 $2K
Stone House Investment Management, LLC 0.00% New 9 $2K
Winnacle Wealth LLC 0.00% Add +50.0% 9 $2K
Aventura Private Wealth, LLC 0.00% No change 8 $2K
Principia Wealth Advisory, LLC 0.00% Add +60.0% 8 $2K
WealthTrak Capital Management LLC 0.00% Add +75.0% 7 $2K
First Financial Corp. 0.00% No change 7 $2K
Bay Harbor Wealth Management, LLC 0.00% New 7 $2K
PayPay Securities Corp 0.09% Reduce -45.5% 6 $2K
Sittner & Nelson, LLC 0.00% No change 6 $1K
Horizon Financial Services, LLC 0.00% New 6 $1K
Rakuten Securities, Inc. 0.00% Add +20.0% 6 $1K
Valley Wealth Managers, Inc. 0.00% No change 6 $1K
Hollencrest Capital Management 0.00% No change 6 $1K
Trivant Custom Portfolio Group, LLC 0.00% No change 5 $1K
Roble, Belko & Company, Inc 0.00% No change 3 $1K
HFM Investment Advisors, LLC 0.00% — 4 $917
Parkworth Wealth Management, Inc. 0.00% Reduce -92.5% 4 $916
Ameriflex Group, Inc. 0.00% No change 4 $916
American Capital Advisory, LLC 0.00% New 3 $688
PSI Advisors, LLC 0.00% No change 3 $687
GoalVest Advisory LLC 0.00% New 3 $687
Crewe Advisors LLC 0.00% New 2 $459
Caldwell Sutter Capital, Inc. 0.00% New 2 $458
Bare Financial Services, Inc 0.00% New 2 $458
Dogwood Wealth Management LLC 0.00% New 2 $458
CBIZ Investment Advisory Services, LLC 0.00% New 2 $458
Quest 10 Wealth Builders, Inc. 0.00% New 2 $367
Front Row Advisors LLC 0.00% No change 1 $255
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $230
Global Trust Asset Management, LLC 0.00% No change 1 $229
Transce3nd, LLC 0.00% No change 1 $229
Parallax Volatility Advisers, L.P. 0.00% New 1 $229
ZynergyRetirementPlanningLLC 0.00% No change 1 $227
St. Johns Investment Management Company, LLC 0.00% No change 1 $131

"% of holder's portfolio" is BDX's weight in each manager's 13F, not the share of Becton Dickinson and Co. the manager owns.