Bristol-Myers SquibbBMY

13F holders, Q1 2025 (March 31)
2,486holders −7
169new positions
163sold out
12famous investors
$60.95avg. 13F price*

At the end of Q1 2025, 2,486 institutions reported holding Bristol-Myers Squibb Co. (BMY) in their 13F filings, down 7 from Q4 2024. 169 opened new positions and 163 sold out. The largest holders were Vanguard Group Inc. ($11.7B), BlackRock, Inc. ($9.8B) and JPMorgan Chase & Co. ($6.6B). 12 famous investors held it, including Bill Miller (3.0% of Miller Value Partners's portfolio), Ray Dalio (0.7% of Bridgewater Associates's portfolio) and Cliff Asness (0.4% of AQR Capital Management's portfolio).

Company
Bristol-Myers Squibb Co.
Sector
Health Care
CUSIP
110122108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions169$350.9M
Exits163$683.0M

All 13F filers, Q4 2024 → Q1 2025: 121,318,268 shares bought and 87,756,469 shares sold, net +33,561,799 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,486 holders

Vanguard Group Inc. 0.21% Add +0.8% 191,403,004 $11.7B
BlackRock, Inc. 0.21% Add +2.4% 161,366,354 $9.8B
JPMorgan Chase & Co. 0.50% Add +12.5% 108,052,504 $6.6B
State Street Corp. 0.24% Reduce -0.3% 94,834,478 $5.8B
Capital International Investors 0.80% Add +44.9% 66,465,773 $4.1B
Charles Schwab Investment Management Inc. 0.69% Add +0.5% 60,606,905 $3.7B
Geode Capital Management, LLC 0.22% Add +2.4% 45,453,231 $2.8B
Norges Bank 0.29% Reduce -5.1% 33,382,505 $2.0B
Ameriprise Financial Inc. 0.53% Add +0.2% 32,147,460 $2.0B
Morgan Stanley 0.14% Add +5.3% 31,938,714 $1.9B
Bank of New York Mellon Corp 0.32% Add +8.6% 26,865,073 $1.6B
Northern Trust Corp. 0.24% Add +5.3% 25,974,504 $1.6B
Wellington Management Group LLP 0.28% Add +297.0% 23,728,443 $1.4B
Primecap Management Co. 1.16% Add +0.9% 22,970,633 $1.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.35% Add +1.6% 22,626,044 $1.4B
FMR LLC 0.08% Reduce -30.5% 21,621,426 $1.3B
Bank of America Corp. 0.12% Add +6.3% 21,197,022 $1.3B
Invesco Ltd. 0.20% Add +6.2% 17,463,156 $1.1B
Independent Franchise Partners LLP 7.57% Add +1.5% 17,393,791 $1.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.23% Add +36.9% 17,073,147 $1.0B
Legal & General Group Plc 0.27% Add +2.1% 16,466,373 $1.0B
Pzena Investment Management LLC 2.87% Add +1.2% 13,458,826 $820.9M
Royal Bank of Canada 0.18% Reduce -6.9% 13,378,395 $815.9M
Dimensional Fund Advisors LP 0.20% Reduce -2.4% 13,371,625 $815.4M
Goldman Sachs Group Inc. 0.15% Add +7.7% 13,245,219 $807.8M
Dodge & Cox 0.45% Reduce -15.4% 13,030,562 $794.7M
GQG Partners LLC 1.17% Add +22647.6% 12,023,454 $733.3M
Nuveen, LLC 0.19% — 10,237,229 $624.4M
Schroder Investment Management Group 0.62% Reduce -11.4% 10,110,204 $616.6M
UBS Group AG 0.13% Add +0.2% 9,632,421 $587.5M
Deutsche Bank AG 0.23% Add +0.1% 9,580,456 $584.3M
Pacer Advisors, Inc. 1.41% Reduce -9.6% 8,942,992 $545.4M
Barclays PLC 0.23% Add +80.7% 8,380,300 $511.1M
LSV Asset Management 1.19% Reduce -2.4% 8,116,473 $495.0M
Federated Hermes, Inc. 1.03% Reduce -12.3% 7,832,778 $477.7M
M&G PLC 2.73% Reduce -12.9% 6,856,139 $418.2M
Wells Fargo & Company 0.10% Add +2.1% 6,848,167 $417.7M
California Public Employees Retirement System 0.27% Reduce -2.1% 6,370,139 $388.5M
AQR Capital Management 0.38% Add +49.0% 5,969,030 $364.1M
FIL Ltd 0.34% Add +16.3% 5,934,877 $362.0M
T. Rowe Price Associates Inc. 0.04% Reduce -23.1% 5,789,376 $353.1M
Swiss National Bank 0.25% Reduce -0.1% 5,720,500 $348.9M
Raymond James Financial Inc. 0.13% Add +21.4% 5,527,119 $337.1M
Jennison Associates LLC 0.22% Add +43.1% 5,240,877 $319.6M
BNP Paribas Financial Markets 0.25% Add +33.1% 5,240,580 $319.6M
Sumitomo Mitsui Trust Group, Inc. 0.22% Add +7.7% 5,042,045 $307.5M
Amundi 0.11% Add +2.5% 5,266,884 $304.5M
Van Eck Associates Corp. 0.40% Reduce -45.0% 4,993,118 $304.5M
National Pension Service 0.29% Add +5.0% 4,903,014 $299.0M
Victory Capital Management Inc. 0.31% Add +69.2% 4,863,020 $296.6M
Neuberger Berman Group LLC 0.23% Add +70.4% 4,517,754 $275.5M
HSBC Holdings PLC 0.18% Reduce -3.6% 4,439,117 $270.4M
Robeco Institutional Asset Management B.V. 0.52% Add +0.2% 4,387,326 $267.6M
PNC Financial Services Group, Inc. 0.14% Reduce -1.2% 4,384,718 $267.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.22% Add +13.0% 3,916,440 $238.9M
Boston Partners 0.29% Reduce -0.6% 3,866,114 $235.5M
KBC Group NV 0.73% Reduce -5.1% 3,849,595 $234.8M
DekaBank Deutsche Girozentrale 0.46% Add +3.0% 3,894,388 $232.3M
Rhumbline Advisers 0.20% Reduce -2.9% 3,546,943 $216.3M
Franklin Resources Inc. 0.06% Add +0.1% 3,474,942 $211.9M
California State Teachers Retirement System 0.25% Reduce -0.3% 3,330,851 $203.1M
Alliancebernstein L.P. 0.07% Reduce -6.1% 3,308,554 $201.8M
Allianz Asset Management GmbH 0.29% Reduce -4.4% 3,271,107 $199.5M
LPL Financial LLC 0.08% Reduce -3.6% 3,268,554 $199.3M
Envestnet Asset Management Inc. 0.06% Reduce -8.4% 3,233,587 $197.2M
Russell Investments Group, Ltd. 0.27% Add +10.4% 3,156,972 $192.3M
CANADA LIFE ASSURANCE Co 0.34% Add +4.1% 3,142,222 $192.2M
Swedbank AB 0.25% Reduce -3.3% 3,080,191 $187.9M
Citigroup Inc. 0.14% Add +21.1% 2,928,918 $178.6M
Aberdeen Group plc 0.34% Reduce -4.5% 2,846,994 $174.4M
Panagora Asset Management Inc. 0.85% Add +21.5% 2,777,790 $169.4M
AustralianSuper Pty Ltd 0.94% Reduce -7.3% 2,728,989 $166.4M
Bank of Montreal 0.09% Reduce -11.7% 2,637,467 $160.9M
Fort Washington Investment Advisors Inc. 0.97% Add +0.7% 2,592,397 $158.1M
Mizuho Markets Americas LLC 3.42% Add +0.2% 2,584,719 $157.6M
Canada Pension Plan Investment Board 0.15% Reduce -37.9% 2,549,783 $155.5M
Bank Julius Baer & Co. Ltd, Zurich 0.50% Add +9.1% 2,549,881 $154.7M
New York State Common Retirement Fund 0.23% Reduce -0.4% 2,532,336 $154.4M
Principal Financial Group Inc. 0.08% Add +1.3% 2,476,248 $151.0M
Los Angeles Capital Management LLC 0.65% Add +5.2% 2,401,198 $146.4M
Bridgewater Associates 0.66% Add +13.6% 2,341,238 $142.8M
Mitsubishi UFJ Trust & Banking Corp 0.36% Reduce -9.6% 2,298,304 $140.2M
American Century Companies Inc. 0.08% Reduce -16.9% 2,257,352 $137.7M
DAVENPORT & Co LLC 0.81% Add +3.5% 2,264,918 $137.6M
Ensign Peak Advisors, Inc 0.26% Reduce -1.6% 2,214,043 $135.0M
Voya Investment Management LLC 0.17% Add +12.8% 2,172,440 $132.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.35% Add +11.0% 2,144,340 $130.8M
Arrowstreet Capital, Limited Partnership 0.11% Add +1250.6% 2,140,183 $130.5M
Renaissance Technologies 0.19% Add +95.6% 2,074,133 $126.5M
Korea Investment CORP 0.30% Add +2.0% 2,038,026 $124.3M
Man Group plc 0.37% Add +13.6% 1,962,454 $119.7M
State Board of Administration of Florida Retirement System 0.24% Reduce -0.8% 1,958,040 $119.4M
Adage Capital Partners Gp, L.L.C. 0.22% Reduce -74.9% 1,952,268 $119.1M
AXA S.A. 0.37% Reduce -8.5% 1,859,341 $113.4M
Stifel Financial Corp. 0.12% Reduce -6.5% 1,858,842 $113.4M
Employees Provident Fund Board 1.26% Reduce -36.3% 1,825,860 $111.4M
Macquarie Group Ltd. 0.14% Add +4.8% 1,818,312 $110.8M
New York State Teachers Retirement System 0.25% Reduce -4.7% 1,762,464 $107.5M
Douglas Lane & Associates, LLC 1.50% Reduce -2.8% 1,666,159 $101.6M
Danske Bank A/S 0.31% Add +7.2% 1,651,758 $100.7M
US Bancorp \de 0.13% Reduce -2.7% 1,647,926 $100.5M
Storebrand Asset Management As 0.32% Add +3.1% 1,613,071 $98.4M
Mirae Asset Global Investments Co., Ltd. 0.40% Add +6.3% 1,664,157 $98.2M
Truist Financial Corp. 0.15% Reduce -1.2% 1,578,323 $96.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% Reduce -11.3% 1,564,719 $95.4M
TD Asset Management Inc 0.09% Reduce -0.7% 1,556,639 $94.9M
Handelsbanken Fonder AB 0.37% Add +0.5% 1,484,527 $90.5M
Manufacturers Life Insurance Company, The 0.09% Reduce -9.2% 1,473,600 $89.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.25% Add +2.4% 1,447,632 $88.3M
Sound Shore Management Inc 3.04% Add +3.8% 1,425,166 $86.9M
Aviva PLC 0.21% Add +16.0% 1,417,108 $86.4M
Prudential Financial Inc. 0.12% Reduce -21.8% 1,407,315 $85.8M
APG Asset Management N.V. 0.27% Reduce -5.8% 1,515,412 $85.6M
Pictet Asset Management Holding SA 0.09% Add +7.7% 1,396,090 $85.1M
KLP Kapitalforvaltning As 0.40% Add +4.6% 1,345,458 $82.1M
Retirement Systems of Alabama 0.31% Reduce -6.3% 1,318,978 $80.4M
Skandinaviska Enskilda Banken AB (publ) 0.39% Reduce -3.3% 1,312,490 $80.0M
Woodline Partners LP 0.51% Reduce -17.3% 1,291,615 $78.8M
Commonwealth Equity Services, LLC 0.11% Add +1.1% 1,288,407 $78.6M
Vontobel Holding Ltd. 0.28% Add +28.8% 1,279,955 $78.1M
National Bank of Canada 0.09% Reduce -54.2% 1,202,734 $73.4M
Janus Henderson Group PLC 0.04% Reduce -50.2% 1,182,599 $71.0M
Capital Research Global Investors 0.02% No change 1,150,000 $70.1M
Epoch Investment Partners, Inc. 0.36% Add +8.1% 1,144,981 $69.8M
State of Wisconsin Investment Board 0.18% Reduce -7.7% 1,140,867 $69.6M
Cullen Capital Management, LLC 0.79% Reduce -4.1% 1,118,589 $68.2M
Candriam S.C.A. 0.42% Reduce -27.3% 1,095,365 $66.8M
Caisse de depot et placement du Quebec 0.14% Add +32.9% 1,081,939 $66.0M
Chevy Chase Trust Holdings, LLC 0.21% Reduce -0.0% 1,081,677 $66.0M
Glenmede Trust Co. NA 0.34% Add +1.1% 1,042,096 $63.6M
Cambiar Investors LLC 2.62% Reduce -2.6% 1,011,934 $61.7M
Harvest Portfolios Group Inc. 1.78% Add +5.7% 985,650 $60.1M
Janney Montgomery Scott LLC 0.17% Add +2.5% 978,960 $59.7M
Teacher Retirement System of Texas 0.25% Reduce -30.7% 975,148 $59.5M
Brandywine Global Investment Management, LLC 0.43% Add +2.2% 968,519 $59.1M
Homestead Advisers Corp 1.43% No change 960,489 $58.6M
Royal London Asset Management Ltd. 0.14% Reduce -38.4% 953,371 $58.1M
Clark Capital Management Group, Inc. 0.42% Add +0.9% 951,143 $58.0M
Nan Shan Life Insurance Co., Ltd. 1.36% No change 943,596 $57.5M
Public Employees Retirement System of Ohio 0.21% Add +5.0% 942,866 $57.5M
Swiss Life Asset Management Ltd 0.42% Add +5.3% 938,216 $57.2M
Asset Management One Co., Ltd. 0.20% Add +5.2% 936,060 $57.1M
First Trust Advisors LP 0.05% Reduce -29.1% 931,117 $56.8M
HighTower Advisors, LLC 0.08% Add +0.7% 930,470 $56.7M
Treasurer of the State of North Carolina 0.23% Reduce -11.6% 928,649 $56.6M
Mariner, LLC 0.09% Add +3.6% 919,416 $56.1M
Cerity Partners LLC 0.11% Add +1.2% 913,691 $55.7M
Mackenzie Financial Corp. 0.08% Add +53.7% 900,576 $54.9M
M&T Bank Corp 0.19% Reduce -5.5% 836,263 $51.0M
Capital Group Private Client Services, Inc. 0.50% Add +2.1% 833,915 $50.9M
Advisors Capital Management, LLC 0.77% Add +4.3% 812,837 $49.6M
Nomura Asset Management Co. Ltd. 0.15% Reduce -35.8% 811,727 $49.5M
Natixis Advisors, LLC 0.09% Add +16.3% 791,667 $48.3M
Credit Agricole S A 0.18% Reduce -51.3% 781,122 $47.6M
Illinois Municipal Retirement Fund 0.69% Add +2.1% 773,365 $47.2M
Lansforsakringar Fondforvaltning AB (publ) 0.29% Reduce -0.1% 769,404 $46.9M
State of Tennessee, Department of Treasury 0.18% Add +5.5% 760,799 $46.4M
D. E. Shaw & Co. 0.06% Reduce -43.9% 758,570 $46.3M
Sei Investments Co. 0.06% Add +13.3% 755,754 $46.1M
Mn Services Vermogensbeheer B.V. 0.35% Reduce -7.3% 745,354 $45.5M
Two Sigma Advisers, LP 0.10% Reduce -60.3% 738,500 $45.0M
Fifth Third Bancorp 0.17% Reduce -0.2% 734,190 $44.8M
Susquehanna Fundamental Investments, LLC 0.74% Reduce -6.2% 723,155 $44.1M
Toronto Dominion Bank 0.11% Reduce -34.9% 717,565 $43.8M
RNC Capital Management LLC 2.22% Add +3.5% 713,954 $43.5M
DNB Asset Management AS 0.20% Add +0.4% 712,151 $43.4M
HRT Financial LP 0.27% Reduce -56.1% 704,900 $43.0M
Seizert Capital Partners, LLC 1.97% Reduce -0.2% 703,621 $42.9M
Resona Asset Management Co.,Ltd. 0.24% Add +5.8% 694,359 $42.2M
Birchview Capital, LP 36.29% Add +0.0% 685,192 $41.8M
State of New Jersey Common Pension Fund D 0.19% Reduce -8.6% 683,320 $41.7M
Blair William & Co. 0.13% Reduce -7.2% 681,775 $41.6M
Comerica Bank 0.17% Reduce -4.8% 673,539 $41.1M
Guggenheim Capital LLC 0.38% Reduce -7.8% 667,507 $40.7M
Achmea Investment Management B.V. 0.59% Add +180.9% 665,947 $40.6M
Teewinot Capital Advisers, L.L.C. 4.15% New 665,257 $40.6M
Cetera Investment Advisers 0.08% Add +3.9% 661,731 $40.4M
Capital International, Inc. 0.49% Add +4.3% 660,611 $40.3M
SG Americas Securities, LLC 0.13% Add +281.7% 634,387 $38.7M
Nordea Investment Management AB 0.04% Reduce -88.7% 625,140 $38.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.38% Add +0.1% 622,496 $38.0M
State of Michigan Retirement System 0.22% No change 613,133 $37.4M
Old Republic International Corp. 1.44% No change 608,750 $37.1M
Globeflex Capital L P 3.39% No change 602,224 $36.7M
Cwm, LLC 0.15% Add +1.0% 599,411 $36.6M
Kahn Brothers Group Inc. 7.37% Reduce -13.4% 597,428 $36.4M
Conning Inc. 1.34% Reduce -8.3% 595,727 $36.3M
STRS Ohio 0.15% Reduce -2.0% 595,262 $36.3M
Arizona State Retirement System 0.23% Add +1.6% 595,214 $36.3M
Agf Management Ltd. 0.19% Reduce -4.5% 579,719 $35.4M
Worldquant Millennium Advisors LLC 0.22% New 563,878 $34.4M
Keybank National Association 0.14% Reduce -1.6% 559,598 $34.1M
Millennium Management 0.03% Reduce -93.5% 554,100 $33.8M
Rockefeller Capital Management L.P. 0.08% Add +1.3% 550,801 $33.6M
Wealth Enhancement Advisory Services, LLC 0.06% Add +17.0% 550,613 $33.6M
Creative Planning 0.03% Add +5.4% 545,669 $33.3M
Meyer Handelman Co. 1.16% Reduce -1.4% 545,263 $33.3M
Nisa Investment Advisors, LLC 0.17% Reduce -0.4% 543,428 $33.1M
Captrust Financial Advisors 0.08% Add +2.3% 543,361 $33.1M
Corient Private Wealth LP 0.05% Reduce -12.7% 534,828 $32.6M
Baird Financial Group, Inc. 0.06% Add +5.2% 532,879 $32.5M
MetLife Investment Management, LLC 0.17% Reduce -1.8% 527,068 $32.1M
O'shaughnessy Asset Management, LLC 0.25% Reduce -15.4% 519,120 $31.7M
Oppenheimer Asset Management Inc. 0.38% Add +3.3% 504,149 $30.7M
Osaic Holdings, Inc. 0.07% Reduce -0.7% 484,206 $29.5M
Martingale Asset Management L P 0.75% Reduce -4.4% 483,057 $29.5M
Oaktop Capital Management Ii, L.P. 3.90% No change 479,991 $29.3M
Peapack Gladstone Financial Corp. 0.43% Reduce -1.1% 479,289 $29.2M
Manning & Napier Advisors LLC 0.36% Reduce -6.7% 475,080 $29.0M
Czech National Bank 0.26% Add +6.0% 466,102 $28.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Add +7.6% 464,078 $28.3M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -10.0% 462,142 $28.2M
Forsta Ap-Fonden 0.21% Reduce -27.6% 461,600 $28.2M
Shelton Capital Management 0.67% Add +113.3% 459,071 $28.0M
Corebridge Financial, Inc. 0.16% Reduce -2.9% 452,608 $27.6M
Jane Street Group, LLC 0.05% Reduce -83.3% 450,867 $27.5M
First Horizon Advisors, Inc. 0.77% Add +9.8% 446,375 $27.2M
Berkshire Asset Management LLC 1.30% Reduce -0.6% 580,570 $27.2M
Cresset Asset Management, LLC 0.13% Reduce -0.7% 435,585 $26.6M
Sector Gamma As 8.50% Add +18.8% 435,000 $26.5M
South Dakota Investment Council 0.54% Add +0.9% 431,279 $26.3M
Zurich Insurance Group Ltd 0.21% Reduce -11.2% 428,668 $26.1M
Daiwa Securities Group Inc. 0.11% Add +31.9% 424,659 $25.9M
LBP Am SA 0.40% Reduce -3.5% 423,719 $25.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.80% Reduce -3.0% 422,774 $25.8M
Susquehanna International Group, LLP 0.04% Reduce -67.7% 419,857 $25.6M
Railway Pension Investments Ltd 0.36% Add +9.7% 415,800 $25.4M
AMF Tjanstepension AB 0.19% Reduce -11.3% 414,331 $25.3M
Natixis 0.15% Reduce -67.1% 410,094 $25.1M
Alps Advisors Inc. 0.14% Reduce -5.7% 409,412 $25.0M
TCTC Holdings, LLC 0.88% Add +0.0% 407,729 $24.9M
Amalgamated Bank 0.21% Add +0.9% 400,871 $24.4M
Clifford Swan Investment Counsel LLC 0.90% Reduce -6.2% 400,795 $24.4M
IFM Investors Pty Ltd 0.26% Add +0.0% 398,520 $24.3M
Arnhold LLC 2.43% Reduce -9.5% 393,996 $24.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.29% Reduce -8.1% 391,906 $23.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.15% Reduce -0.1% 387,890 $23.7M
Foundry Partners, LLC 1.24% Reduce -5.3% 385,025 $23.5M
D.A. Davidson & Co. 0.19% Reduce -1.0% 382,245 $23.3M
Raiffeisen Bank International AG 0.37% Add +4.4% 383,299 $23.0M
Sofinnova Investments, Inc. 1.71% New 371,497 $22.7M
CIBC Asset Management Inc 0.08% Reduce -2.8% 370,831 $22.6M
Scotia Capital Inc. 0.12% Add +6.8% 366,127 $22.3M
Wealthfront Advisers LLC 0.06% Add +46.5% 365,783 $22.3M
Xponance LLC 0.21% Add +9.0% 363,979 $22.2M
Quantinno Capital Management LP 0.14% Add +43.1% 361,817 $22.1M
Penn Davis McFarland Inc. 2.58% Reduce -0.0% 357,783 $21.8M
MML Investors Services, LLC 0.07% Reduce -1.4% 357,105 $21.8M
Franklin Street Advisors Inc. 1.53% Add +2.4% 355,593 $21.7M
ProShare Advisors LLC 0.05% Add +2.8% 355,543 $21.7M
USS Investment Management Ltd 0.16% Reduce -0.0% 353,710 $21.6M
QRG Capital Management, Inc. 0.22% Add +14.2% 353,542 $21.6M
Twin Tree Management, LP 0.47% New 352,957 $21.5M
Ilmarinen Mutual Pension Insurance Co 0.19% No change 352,500 $21.5M
Bank of Nova Scotia 0.05% Reduce -40.0% 348,894 $21.3M
Aware Super Pty Ltd as trustee of Aware Super 0.36% No change 347,649 $21.2M
Braun Stacey Associates Inc. 0.87% Reduce -0.3% 347,283 $21.2M
KLCM Advisors, Inc. 2.47% Reduce -35.0% 346,287 $21.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.16% — 345,496 $21.1M
Moody LYNN Lieberson & Walker, LLC 1.34% Add +116.4% 341,788 $20.8M
State of Alaska, Department of Revenue 0.23% Reduce -6.5% 339,227 $20.7M
Pinnacle Financial Partners Inc 0.42% Reduce -0.7% 358,863 $20.7M
Utah Retirement Systems 0.24% Reduce -0.2% 335,890 $20.5M
Sanctuary Advisors, LLC 0.14% Reduce -2.1% 335,830 $20.5M
Tamar Securities, LLC 2.70% Reduce -22.2% 325,455 $19.8M
Rhenman & Partners Asset Management AB 2.28% New 325,000 $19.8M
Hancock Whitney Corp. 0.64% Reduce -0.3% 321,044 $19.6M
Viking Fund Management LLC 2.80% Add +45.7% 318,700 $19.4M
Gabelli Funds LLC 0.15% Add +1.0% 318,550 $19.4M
UMB Bank, n.a. 0.32% Add +52.5% 313,433 $19.1M
Aptus Capital Advisors, LLC 0.22% Add +8.6% 311,859 $19.0M
Varma Mutual Pension Insurance Co 0.16% Reduce -8.9% 311,326 $19.0M
New York Life Investment Management LLC 0.19% Reduce -1.5% 310,792 $19.0M
Kornitzer Capital Management Inc. 0.39% Add +1.3% 310,361 $18.9M
OP Asset Management Ltd 0.31% — 305,265 $18.6M
Davidson Investment Advisors 0.90% Add +3.1% 300,366 $18.3M
Chiron Capital Management, LLC 16.61% Reduce -26.8% 299,608 $18.3M
Gotham Asset Management 0.15% Add +7.8% 296,953 $18.1M
Systematic Alpha Investments, LLC 0.69% No change 296,292 $18.1M
Police & Firemen's Retirement System of New Jersey 0.18% No change 295,515 $18.0M
Commerce Bank 0.12% Reduce -1.4% 295,505 $18.0M
Cutter Capital Management, LP 7.83% New 295,000 $18.0M
Payden & Rygel 1.53% Add +18.2% 292,800 $17.9M
Empowered Funds, LLC 0.25% Reduce -0.7% 291,854 $17.8M
Abacus FCF Advisors LLC 2.79% Add +43.3% 291,499 $17.8M
Lazard Asset Management LLC 0.03% Reduce -23.4% 290,653 $17.7M
Prudential PLC 0.09% Add +10.3% 289,748 $17.7M
Cibc World Market Inc. 0.04% Reduce -3.4% 288,906 $17.6M
Citadel Advisors 0.02% Add +588.9% 286,153 $17.5M
Two Sigma Investments, LP 0.04% Add +232.4% 284,589 $17.4M
Blackhill Capital Inc. 1.01% Add +27.4% 284,264 $17.3M
Private Advisor Group, LLC 0.10% Add +12.1% 280,634 $17.1M
Nearwater Capital Markets, Ltd 0.49% No change 280,000 $17.1M
Dakota Wealth Management 0.40% Add +7.0% 278,549 $17.0M
Public Sector Pension Investment Board 0.07% Add +8.7% 278,093 $17.0M
Public Employees Retirement Association of Colorado 0.07% Reduce -0.1% 273,188 $16.7M
Teachers Retirement System of the State of Kentucky 0.15% Add +2.7% 272,723 $16.6M
Cannell & Spears LLC 0.36% Add +0.1% 271,869 $16.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +4.9% 271,102 $16.5M
Cantor Fitzgerald Investment Advisors L.P. 1.20% Reduce -8.4% 270,900 $16.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -6.0% 267,729 $16.3M
Mercer Global Advisors Inc. 0.04% Add +0.4% 265,374 $16.2M
Assetmark, Inc. 0.04% Add +1.5% 263,573 $16.1M
Synovus Financial Corp. 0.21% Add +3.3% 262,899 $16.0M
TD Waterhouse Canada Inc. 0.13% Reduce -0.4% 269,138 $16.0M
Townsquare Capital LLC 0.17% Add +15.3% 262,173 $16.0M
Wesbanco Bank Inc. 0.55% Reduce -0.0% 261,486 $15.9M
Zacks Investment Management 0.15% Add +3.6% 260,050 $15.9M
Nissay Asset Management Corp. /Japan 0.10% Add +0.9% 259,425 $15.8M
CIBC Private Wealth Group LLC 0.03% Reduce -3.4% 297,084 $15.8M
Mutual of America Capital Management LLC 0.18% Add +0.2% 254,881 $15.5M
NorthCoast Asset Management LLC 0.08% Add +0.2% 253,641 $15.5M
CW Advisors, LLC 0.18% Add +49.7% 250,474 $15.3M
King Luther Capital Management Corp. 0.07% Add +1030.8% 249,387 $15.2M
Generali Asset Management SPA SGR 0.37% Reduce -13.6% 245,430 $15.0M
Cibc World Markets Corp. 0.12% Reduce -23.5% 244,724 $14.9M
BLI - Banque de Luxembourg Investments 0.45% No change 247,000 $14.8M
Oppenheimer & Co. Inc. 0.22% Add +12.7% 242,509 $14.8M
Artemis Investment Management LLP 0.23% New 242,131 $14.8M
Compagnie Lombard Odier SCmA 0.18% No change 240,435 $14.7M
ASR Vermogensbeheer N.V. 0.21% — 236,306 $14.4M
B. Riley Wealth Advisors, Inc. 0.44% Add +59.8% 235,435 $14.4M
Elo Mutual Pension Insurance Co 0.32% Add +27.1% 235,060 $14.3M
Avantax Advisory Services, Inc. 0.09% Add +7.3% 234,200 $14.3M
Bank Pictet & Cie (Europe) AG 0.34% No change 231,500 $14.1M
Yousif Capital Management, LLC 0.16% Reduce -1.1% 231,411 $14.1M
Capital Investment Advisors, LLC 0.27% Reduce -7.3% 229,731 $14.0M
Advisors Asset Management, Inc. 0.26% Reduce -9.7% 228,953 $14.0M
Vanguard Personalized Indexing Management, LLC 0.21% Add +13.8% 228,935 $14.0M
AEGON ASSET MANAGEMENT UK Plc 0.20% Add +1.4% 228,404 $13.9M
NEOS Investment Management LLC 0.26% Add +83.9% 228,404 $13.9M
Capital Management Corp. 2.39% Reduce -4.5% 225,844 $13.8M
Nepsis Inc. 3.39% New 224,806 $13.7M
Flputnam Investment Management Co. 0.25% Add +52.4% 222,079 $13.5M
Edmond DE Rothschild Holding S.A. 0.24% Reduce -17.0% 221,517 $13.5M
Gilman Hill Asset Management, LLC 2.34% Add +1.4% 221,311 $13.5M
Brown Advisory Inc. 0.02% Reduce -1.5% 221,045 $13.5M
Fisher Asset Management 0.01% Reduce -1.4% 220,739 $13.5M
Kestra Advisory Services, LLC 0.06% Reduce -5.8% 219,758 $13.4M
Focus Partners Wealth 0.03% Reduce -3.7% 218,086 $13.3M
Community Bank, N.A. 1.78% Reduce -2.3% 217,917 $13.3M
NFJ Investment Group, LLC 0.45% Reduce -2.3% 217,071 $13.2M
Crossmark Global Holdings, Inc. 0.23% Add +13.4% 216,452 $13.2M
Pathstone Holdings, LLC 0.06% Add +2.7% 216,653 $13.2M
Banco Santander, S.A. 0.14% Add +19.1% 215,212 $13.1M
Americana Partners, LLC 0.51% Add +0.3% 214,301 $13.1M
Busey Bank 0.44% Add +0.0% 214,132 $13.1M
Miramar Capital, LLC 3.11% Add +20.1% 214,119 $13.1M
Picton Mahoney Asset Management 0.45% Reduce -7.9% 213,110 $13.0M
Beacon Pointe Advisors, LLC 0.14% Add +0.8% 208,900 $12.7M
United Services Automobile Association 0.39% Reduce -44.8% 209,980 $12.6M
Intech Investment Management LLC 0.13% Add +19.9% 206,070 $12.6M
Stratos Wealth Partners, LTD. 0.19% Reduce -6.3% 204,083 $12.4M
PGGM Investments 0.17% Add +122.4% 202,639 $12.4M
TruWealth Advisors, LLC 0.75% New 202,426 $12.3M
Erste Asset Management GmbH 0.16% Add +27.2% 206,277 $12.3M
Old National Bancorp 0.32% Reduce -1.4% 196,892 $12.0M
Altrinsic Global Advisors LLC 0.59% Reduce -6.3% 195,923 $11.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -0.9% 194,928 $11.9M
Mediolanum International Funds Ltd 0.16% Add +113.2% 197,466 $11.9M
Rafferty Asset Management, LLC 0.05% Reduce -18.2% 193,346 $11.8M
Jones Financial Companies LLLP 0.01% Add +33.3% 195,534 $11.7M
NewEdge Advisors, LLC 0.07% Add +13.0% 190,036 $11.6M
Simplex Trading, LLC 0.41% Reduce -43.9% 188,899 $11.5M
Avanza Fonder AB 0.38% Reduce -12.0% 192,034 $11.4M
Banque Cantonale Vaudoise 0.50% — 186,649 $11.4M
Arkadios Wealth Advisors 0.43% Add +23.2% 186,563 $11.4M
United Capital Financial Advisors, LLC 0.10% Add +3.5% 186,480 $11.4M
GAM Holding AG 0.87% Reduce -9.0% 184,489 $11.3M
Stonebridge Capital Advisors LLC 0.91% Reduce -1.4% 184,023 $11.2M
Rakuten Investment Management, Inc. 0.05% — 185,928 $11.2M
Alberta Investment Management Corp 0.08% New 178,284 $10.9M
Allspring Global Investments Holdings, LLC 0.02% Reduce -6.1% 182,510 $10.9M
Rockland Trust Co. 0.54% Reduce -10.3% 175,253 $10.7M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -27.4% 175,231 $10.7M
Oregon Public Employees Retirement Fund 0.21% Add +0.2% 174,297 $10.6M
Capital International Sarl 0.24% Add +12.9% 174,047 $10.6M
SteelPeak Wealth, LLC 0.45% Reduce -3.6% 173,664 $10.6M
GMO 0.03% Add +724.9% 173,396 $10.6M
Cadence Bank 0.75% Add +2.1% 173,116 $10.6M
Claret Asset Management Corp 2.09% Reduce -0.9% 172,985 $10.6M
Ieq Capital, LLC 0.08% Add +27.6% 172,523 $10.5M
Zions Bancorporation, National Association 0.66% — 170,732 $10.4M
F&V Capital Management, LLC 2.70% Reduce -0.8% 170,721 $10.4M
Kestra Private Wealth Services, LLC 0.17% Add +1.9% 170,104 $10.4M
Canal Insurance CO 2.45% No change 170,000 $10.4M
MAI Capital Management 0.08% Reduce -2.5% 169,602 $10.3M
River Road Asset Management, LLC 0.14% Reduce -8.0% 167,941 $10.2M
Acadian Asset Management LLC 0.03% Reduce -21.4% 167,694 $10.2M
Partners Capital Investment Group, LLP 0.17% Add +88.6% 167,419 $10.2M
Steward Partners Investment Advisory, LLC 0.09% Add +6.0% 166,188 $10.1M
J.P. Marvel Investment Advisors, LLC 1.75% Add +4.1% 165,900 $10.1M
Atria Investments, Inc 0.13% Reduce -11.1% 162,779 $9.9M
Engineers Gate Manager LP 0.17% Reduce -26.7% 162,635 $9.9M
Thrivent Financial for Lutherans 0.02% Reduce -1.9% 163,311 $9.9M
Mizuho Securities USA LLC 0.21% Reduce -15.5% 162,487 $9.9M
Northwest & Ethical Investments L.P. 0.27% Add +120.5% 162,087 $9.9M
Atria Wealth Solutions, Inc. 0.12% Reduce -15.1% 161,837 $9.9M
Dana Investment Advisors, Inc. 0.35% Reduce -4.5% 160,383 $9.8M
Fiduciary Trust Co 0.13% Reduce -4.5% 160,128 $9.8M
B. Metzler seel. Sohn & Co. AG 0.10% Add +103.1% 160,075 $9.8M
Greystone Financial Group, LLC 1.77% New 160,028 $9.8M
Keystone Financial Planning, Inc. 2.90% Add +0.3% 159,659 $9.7M
Oak Harvest Investment Services 1.36% Add +50.9% 159,351 $9.7M
Bartlett & Co. Wealth Management LLC 0.14% Reduce -4.5% 159,172 $9.7M
Huntington National Bank 0.09% Reduce -3.5% 158,820 $9.7M
1834 Investment Advisors Co. 1.25% Reduce -2.8% 158,790 $9.7M
Westpac Banking Corp. 0.71% Add +267.6% 158,703 $9.7M
Premier Fund Managers Ltd 0.36% Reduce -14.6% 159,200 $9.6M
Investment Management Corp of Ontario 0.19% New 155,505 $9.5M
John G Ullman & Associates Inc. 1.46% Reduce -0.2% 155,390 $9.5M
Regions Financial Corp. 0.07% Reduce -3.0% 154,677 $9.4M
Stephens Inc. 0.14% Reduce -7.7% 154,456 $9.4M
Heritage Investors Management Corp. 0.32% Reduce -3.6% 153,858 $9.4M
Foundation Resource Management Inc. 1.47% Reduce -2.3% 152,935 $9.3M
Weiss Asset Management LP 0.37% New 152,646 $9.3M
Biondo Investment Advisors, LLC 1.29% Add +4.7% 148,893 $9.1M
Atlantic Union Bankshares Corp 0.55% Add +391.1% 147,791 $9.0M
Adams Asset Advisors, LLC 1.26% Reduce -9.5% 147,767 $9.0M
Vident Advisory, LLC 0.13% Add +97.5% 147,192 $9.0M
Jacobs Levy Equity Management, Inc. 0.04% New 147,176 $9.0M
Advocate Group LLC 1.64% Add +1.4% 147,151 $9.0M
Wilmington Savings Fund Society, FSB 0.17% Reduce -6.0% 146,387 $8.9M
Sequoia Financial Advisors, LLC 0.07% Reduce -3.7% 146,132 $8.9M
Sienna Gestion 0.72% Reduce -5.4% 149,780 $8.9M
Federation des caisses Desjardins du Quebec 0.04% Add +14.3% 143,018 $8.7M
Skylands Capital, LLC 1.25% Reduce -13.0% 142,450 $8.7M
&partners 0.09% Add +8.1% 143,765 $8.6M
Kentucky Retirement Systems 0.26% Reduce -0.6% 138,533 $8.4M
CENTRAL TRUST Co 0.21% Add +0.3% 137,715 $8.4M
Contravisory Investment Management, Inc. 1.75% Add +1476.1% 135,859 $8.3M
Bourne Lent Asset Management Inc. 3.54% Reduce -8.5% 135,091 $8.2M
UniSuper Management Pty Ltd 0.06% Add +4.3% 134,358 $8.2M
Marex Group Ltd 0.16% Reduce -2.1% 133,456 $8.1M
Colrain Capital LLC 6.93% Add +9.5% 133,000 $8.1M
California First Leasing Corp. 3.57% No change 132,800 $8.1M
Kinsale Capital Group, Inc. 1.98% Add +18.7% 132,090 $8.1M
Choreo, LLC 0.12% Reduce -1.3% 131,525 $8.0M
Impax Asset Management Group plc 0.05% Reduce -11.3% 131,431 $8.0M
TrinityBridge Ltd 0.23% Reduce -22.4% 128,956 $7.9M
American Assets Investment Management, LLC 0.68% No change 127,000 $7.7M
Ingalls & Snyder LLC 0.26% Reduce -4.4% 126,851 $7.7M
CX Institutional 0.29% Reduce -6.2% 126,845 $7.7M
Financial Counselors Inc. 0.12% Reduce -4.5% 126,429 $7.7M
WealthTrust Axiom LLC 2.34% Reduce -0.7% 126,014 $7.7M
Kintegral Advisory, LLC 0.77% Reduce -0.3% 125,323 $7.6M
Goelzer Investment Management, Inc. 0.44% Reduce -1.3% 124,721 $7.6M
Pinnacle Associates Ltd. 0.11% Add +3.5% 124,286 $7.6M
Hartford Investment Management Co. 0.26% Reduce -1.2% 123,794 $7.6M
Metis Global Partners, LLC 0.21% Add +15.2% 122,725 $7.5M
Calydon Capital 1.39% Add +1.6% 122,235 $7.5M
Jupiter Asset Management Ltd. 0.07% New 122,172 $7.5M
Bollard Group LLC 0.19% Add +0.8% 120,697 $7.4M
Advisory Services Network, LLC 0.14% Add +19.2% 120,660 $7.4M
AMG National Trust Bank 0.21% Reduce -1.4% 120,470 $7.3M
Beacon Harbor Wealth Advisors, Inc. 1.71% Add +1995.8% 120,320 $7.3M
Tiaa Trust, National Association 0.02% Add +24.5% 119,923 $7.3M
Certuity, LLC 0.76% Reduce -11.4% 119,281 $7.3M
Gulf International Bank (UK) Ltd 0.25% Reduce -26.5% 118,680 $7.2M
Pinebridge Investments, L.P. 0.06% Add +37.7% 118,579 $7.2M
Gibraltar Capital Management, Inc. 1.56% Add +1.3% 118,355 $7.2M
Silvercrest Asset Management Group LLC 0.05% Add +4.2% 116,443 $7.1M
Benjamin Edwards Inc. 0.10% Add +0.3% 116,317 $7.1M
CWA Asset Management Group, LLC 0.34% Add +4.3% 115,915 $7.1M
Bokf, NA 0.12% Add +12.3% 115,659 $7.1M
Lido Advisors, LLC 0.04% Add +3.0% 115,337 $7.0M
InvesTrust 1.92% Add +0.5% 115,162 $7.0M
Hudson Edge Investment Partners Inc. 1.42% Reduce -10.8% 114,383 $7.0M
Venture Visionary Partners LLC 0.29% Reduce -0.0% 114,312 $7.0M
OMERS ADMINISTRATION Corp 0.06% Add +0.7% 112,711 $6.9M
Composition Wealth, LLC 0.14% Reduce -1.3% 112,521 $6.9M
Andra AP-fonden 0.11% New 112,300 $6.8M
Gateway Investment Advisers LLC 0.08% Add +0.4% 111,991 $6.8M
Norinchukin Bank, The 0.13% Add +16.2% 111,552 $6.8M
Ethic Inc. 0.14% Reduce -34.6% 114,037 $6.8M
Azimuth Capital Investment Management LLC 0.27% Reduce -0.7% 110,780 $6.8M
Clearstead Advisors, LLC 0.10% Reduce -1.0% 110,625 $6.7M
Telos Capital Management, Inc. 0.73% Reduce -0.6% 109,712 $6.7M
Louisiana State Employees Retirement System 0.13% No change 109,100 $6.7M
First Citizens Bank & Trust Co. 0.17% Add +0.8% 108,933 $6.6M
Twin Capital Management Inc. 0.77% Add +17.9% 108,531 $6.6M
Grassi Investment Management 0.61% No change 108,360 $6.6M
Clearbridge Investments, LLC 0.01% Add +12.0% 108,139 $6.6M
Associated Banc-Corp 0.20% Reduce -20.8% 108,052 $6.6M
Miller Value Partners 3.00% No change 108,000 $6.6M
S-Bank Fund Management Ltd 1.23% — 107,496 $6.6M
Securian Asset Management, Inc. 0.20% Reduce -1.5% 107,415 $6.6M
Calamos Advisors LLC 0.04% Reduce -82.8% 107,005 $6.5M
Glenview Trust Co 0.13% Reduce -0.3% 106,425 $6.5M
Signaturefd, LLC 0.12% Add +3.1% 106,013 $6.5M
Meritage Portfolio Management 0.43% Reduce -0.5% 105,946 $6.5M
Johnson Investment Counsel Inc. 0.06% Reduce -0.6% 105,678 $6.4M
CI Investments Inc. 0.03% Reduce -10.3% 105,028 $6.4M
Vinva Investment Management Ltd 0.25% Reduce -7.7% 105,125 $6.3M
Welch & Forbes LLC 0.08% Reduce -2.5% 103,131 $6.3M
Ontario Teachers Pension Plan Board 0.10% Add +49.0% 101,816 $6.2M
Squarepoint Ops LLC 0.02% Reduce -52.4% 101,394 $6.2M
Transcend Capital Advisors, LLC 0.44% Reduce -48.4% 101,072 $6.2M
Allianz SE 0.16% Reduce -1.1% 100,124 $6.1M
FourWorld Capital Management LLC 4.18% New 100,000 $6.1M
Integral Health Asset Management, LLC 0.68% Reduce -71.4% 100,000 $6.1M
Cornerstone Advisors, LLC 0.26% No change 99,400 $6.1M
GAMCO Investors 0.07% Reduce -5.0% 99,323 $6.1M
Thompson Investment Management, Inc. 0.91% Reduce -2.7% 99,181 $6.0M
Cardinal Capital Management 0.92% Add +2.8% 97,659 $6.0M
Hennessy Advisors Inc. 0.20% Reduce -1.1% 97,200 $5.9M
Kennedy Capital Management LLC 0.14% Reduce -7.5% 96,868 $5.9M
Belpointe Asset Management LLC 0.31% Reduce -48.8% 96,578 $5.9M
Employees Retirement System of Texas 0.06% Add +133.8% 95,973 $5.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.68% Add +11.0% 95,110 $5.8M
Maryland State Retirement & Pension System 0.14% Reduce -12.9% 94,852 $5.8M
New Mexico Educational Retirement Board 0.21% Reduce -2.0% 94,734 $5.8M
AIA Group Ltd 0.14% Add +298.4% 94,602 $5.8M
Loomis Sayles & Co. L P 0.01% Reduce -61.5% 94,440 $5.8M
Motley Fool Asset Management LLC 0.32% Add +2.2% 94,397 $5.8M
CCM Investment Group, LLC 0.61% Reduce -7.6% 95,768 $5.7M
Tocqueville Asset Management L.P. 0.09% Reduce -1.1% 93,582 $5.7M
Equitable Holdings, Inc. 0.05% Add +4.1% 93,413 $5.7M
Cary Street Partners Financial LLC 0.18% Add +129.0% 93,166 $5.7M
Norden Group LLC 0.65% Add +0.8% 92,820 $5.7M
HM Payson & Co. 0.10% Reduce -5.3% 92,714 $5.7M
Altrius Capital Management Inc 1.36% Reduce -3.4% 91,834 $5.6M
Toth Financial Advisory Corp. 0.67% Add +25.3% 91,496 $5.6M
Kingsview Wealth Management, LLC 0.10% Add +187.2% 91,080 $5.6M
Aaron Wealth Advisors LLC 0.64% Add +0.6% 90,935 $5.5M
HB Wealth Management, LLC 0.05% Add +22.4% 90,042 $5.5M
Wright Investors Service Inc. 1.80% Reduce -0.2% 89,412 $5.5M
Apollon Wealth Management, LLC 0.12% Add +3.9% 89,050 $5.4M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +12.2% 88,093 $5.4M
Bleakley Financial Group, LLC 0.17% Add +2.3% 87,988 $5.4M
Edgar Lomax Co. 0.34% Reduce -55.0% 87,960 $5.4M
Whittier Trust Co. of Nevada Inc. 0.14% Add +1.3% 87,928 $5.4M
Stock Yards Bank & Trust Co. 0.19% Reduce -5.4% 87,739 $5.4M
iA Global Asset Management Inc. 0.09% Reduce -11.8% 87,084 $5.3M
Thor Investment Management Inc. /Oh/ 3.90% Add +2.3% 87,026 $5.3M
Bcwm, LLC 1.84% Reduce -21.1% 86,989 $5.3M
Hudson Capital Management LLC 1.66% Add +5.1% 86,313 $5.3M
Sandy Spring Bank 0.22% Reduce -5.3% 86,311 $5.3M
Am Investment Strategies LLC 1.27% Add +1.1% 86,060 $5.2M
Searle & Co. 1.47% No change 84,510 $5.2M
Osborne Partners Capital Management, LLC 0.30% No change 83,990 $5.1M
Quilter Plc 0.11% Reduce -22.8% 83,263 $5.1M
Gladstone Institutional Advisory LLC 0.24% Add +27.7% 83,103 $5.1M
Geneos Wealth Management Inc. 0.17% Reduce -13.8% 82,754 $5.0M
Promethos Capital, LLC 1.83% Reduce -2.5% 81,579 $5.0M
Versant Capital Management, Inc 0.83% Add +3.4% 81,348 $5.0M
Tidal Investments LLC 0.04% Reduce -9.9% 81,299 $5.0M
Hikari Tsushin, Inc. 0.33% No change 81,141 $4.9M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Reduce -69.7% 81,098 $4.9M
TD Private Client Wealth LLC 0.14% Reduce -4.1% 81,015 $4.9M
Naples Global Advisors, LLC 0.47% Add +0.4% 80,843 $4.9M
Arlington Partners LLC 1.93% No change 80,797 $4.9M
Radnor Capital Management, LLC 0.83% Reduce -0.1% 80,791 $4.9M
Plato Investment Management Ltd 0.41% Reduce -35.7% 78,605 $4.8M
Rodgers Brothers Inc. 0.64% Reduce -0.4% 79,052 $4.8M
Trustmark Bank Trust Department 0.36% Add +39.9% 78,766 $4.8M
Avaii Wealth Management, LLC 2.56% Add +590.9% 78,597 $4.8M
Hunter Perkins Capital Management, LLC 1.11% Reduce -56.3% 78,115 $4.8M
Tufton Capital Management 0.92% Reduce -1.7% 78,081 $4.8M
Parsons Capital Management Inc. 0.26% Reduce -2.0% 77,881 $4.7M
Nomura Holdings Inc. 0.03% Reduce -3.6% 77,744 $4.7M
Daymark Wealth Partners, LLC 0.20% Reduce -0.4% 77,685 $4.7M
Moors & Cabot, Inc. 0.24% Reduce -13.1% 77,583 $4.7M
NBT Bank, N.A. 0.34% Reduce -4.0% 77,530 $4.7M
Ashton Thomas Private Wealth, LLC 0.18% Add +3.6% 77,458 $4.7M
Caprock Group, LLC 0.14% Reduce -1.3% 77,386 $4.7M
Good Life Advisors, LLC 0.33% Add +15.6% 77,125 $4.7M
Concurrent Investment Advisors, LLC 0.11% Add +153.1% 76,874 $4.7M
Convergence Investment Partners, LLC 1.29% Reduce -15.7% 76,302 $4.7M
Independent Advisor Alliance 0.15% Add +7.1% 76,073 $4.6M
Richard Bernstein Advisors LLC 0.11% Reduce -3.9% 75,530 $4.6M
Delta Asset Management LLC 0.44% Reduce -2.3% 75,524 $4.6M
Strategic Planning, Inc. 2.60% — 75,458 $4.6M
Signature Wealth Management Group 1.79% Add +1.6% 75,162 $4.6M
Marietta Investment Partners LLC 1.10% Add +826.9% 75,078 $4.6M
Tema ETFs LLC 1.37% New 75,050 $4.6M
Hamilton Wealth, LLC 1.10% Add +5.0% 75,002 $4.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.12% Add +273.6% 74,846 $4.6M
Fred Alger Management, LLC 0.03% Reduce -42.3% 74,819 $4.6M
Romano Brothers and Company 0.58% Reduce -0.4% 74,047 $4.5M
Allstate Corp. 0.13% Add +22.1% 73,667 $4.5M
Next Level Private LLC 1.66% Add +1.5% 73,234 $4.5M
Daiichi Life Insurance Co., Ltd. 0.13% No change 73,185 $4.5M
Brown Brothers Harriman & Co. 0.03% Reduce -9.9% 72,806 $4.4M
Empirical Finance, LLC 0.27% Add +1.4% 72,612 $4.4M
XML Financial, LLC 0.41% Reduce -3.5% 72,451 $4.4M
Cypress Capital Group 0.58% Add +4.0% 72,269 $4.4M
Griffin Asset Management, Inc. 0.54% Reduce -9.3% 72,173 $4.4M
Inspire Trust Co, N.A. 1.04% Add +24.1% 72,000 $4.4M
Siemens Fonds Invest GmbH 0.30% Add +1.2% 71,584 $4.4M
Argent Trust Co 0.18% Reduce -1.4% 71,362 $4.4M
Whittier Trust Co. 0.06% Reduce -4.8% 71,271 $4.3M
Great Lakes Advisors, LLC 0.04% Add +570.1% 70,859 $4.3M
Coho Partners, Ltd. 0.26% New 70,803 $4.3M
Fieldview Capital Management, LLC 0.61% Add +201.7% 70,729 $4.3M
Cullinan Associates Inc. 0.30% Reduce -2.4% 69,920 $4.3M
Wealth Advisors of Tampa Bay, LLC 1.73% Reduce -2.8% 69,806 $4.3M
Lombard Odier Asset Management (Switzerland) SA 0.24% Add +15.3% 69,099 $4.2M
Mubadala Investment Co PJSC 0.02% New 69,095 $4.2M
Argyle Capital Management, LLC 1.56% Add +2.0% 68,747 $4.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +54.4% 68,695 $4.2M
Patten & Patten Inc. 0.28% Reduce -4.5% 68,319 $4.2M
AE Wealth Management LLC 0.04% Add +11.0% 68,260 $4.2M
Mirabella Financial Services LLP 0.18% Add +127.5% 68,053 $4.2M
Castleview Partners, LLC 2.80% Add +23.0% 67,896 $4.1M
Farmers & Merchants Investments Inc. 0.13% Reduce -4.8% 67,384 $4.1M
NorthCrest Asset Manangement, LLC 0.12% Reduce -41.7% 67,070 $4.1M
Sterling Capital Management LLC 0.06% Reduce -11.3% 66,870 $4.1M
Mid-American Wealth Advisory Group, Inc. 2.19% Reduce -4.0% 66,869 $4.1M
Park Avenue Securities LLC 0.05% Add +17.6% 66,779 $4.1M
Sigma Planning Corp 0.13% Add +20.7% 66,619 $4.1M
Bessemer Group Inc. 0.01% Reduce -36.5% 66,560 $4.1M
Benedict Financial Advisors Inc. 0.94% Add +0.7% 66,567 $4.1M
Four Tree Island Advisory LLC 2.85% Add +28.6% 66,556 $4.1M
Catherine Avery Investment Management LLC 3.62% Add +8.1% 66,268 $4.0M
Edgestream Partners, L.P. 0.14% Reduce -23.2% 65,955 $4.0M
Hamilton Capital Partners Inc. 0.26% Reduce -8.4% 65,556 $4.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.12% Reduce -66.0% 65,058 $4.0M
Assenagon Asset Management S.A. 0.01% Add +1.4% 65,038 $4.0M
Hillman Capital Management, Inc. 1.95% Reduce -43.3% 65,019 $4.0M
Allworth Financial LP 0.02% Add +4.6% 81,386 $4.0M
Axxcess Wealth Management, LLC 0.11% Reduce -5.3% 64,930 $4.0M
Tobam 1.69% Reduce -44.2% 64,862 $4.0M
First Bank & Trust 0.76% Add +7.4% 64,717 $3.9M
Jacobi Capital Management LLC 0.29% Reduce -1.8% 64,613 $3.9M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.2% 64,542 $3.9M
Prospera Financial Services Inc 0.09% Add +26.4% 64,357 $3.9M
Snowden Capital Advisors LLC 0.13% Reduce -7.5% 63,893 $3.9M
Mengis Capital Management, Inc. 0.81% Reduce -0.7% 63,108 $3.8M
Integrated Wealth Concepts LLC 0.04% Reduce -3.6% 62,963 $3.8M
Family Manage LLC 0.63% Add +4.8% 62,700 $3.8M
SummitTX Capital, L.P. 0.17% — 62,625 $3.8M
Shell Asset Management Co. 0.18% Reduce -2.9% 62,566 $3.8M
Ameritas Investment Partners, Inc. 0.13% Add +0.4% 62,482 $3.8M
Perigon Wealth Management, LLC 0.10% Add +3.7% 62,298 $3.8M
Tokio Marine Asset Management Co. Ltd. 0.14% Add +6.8% 62,197 $3.8M
Valley Wealth Managers, Inc. 0.29% Reduce -1.4% 62,052 $3.8M
Shorepoint Capital Partners LLC 0.85% Add +6.0% 61,924 $3.8M
J.W. Cole Advisors, Inc. 0.12% Add +207.4% 61,851 $3.8M
Donaldson Capital Management, LLC 0.14% Add +3.5% 61,445 $3.7M
Edgewood Management LLC 0.01% Reduce -18.4% 61,189 $3.7M
Capital International Ltd. 0.16% Add +1.3% 60,975 $3.7M
Verdence Capital Advisors LLC 0.28% Reduce -8.8% 60,881 $3.7M
Roanoke Asset Management Corp./ NY 1.27% Add +4.4% 60,465 $3.7M
American Financial Group Inc. 1.60% No change 60,000 $3.7M
44 Wealth Management LLC 1.37% Reduce -1.7% 59,991 $3.7M
Verition Fund Management LLC 0.02% Reduce -28.9% 59,915 $3.7M
AG2R La Mondiale Gestion D'actifs 0.20% — 75,610 $3.7M
Horizon Kinetics Asset Management LLC 0.04% Reduce -1.1% 59,813 $3.6M
Truvestments Capital LLC 0.79% Add +779.1% 59,796 $3.6M
Ar Asset Management Inc. 0.84% No change 59,774 $3.6M
Wesleyan Assurance Society 0.27% No change 59,492 $3.6M
Tower Research Capital LLC (TRC) 0.11% Reduce -52.2% 59,311 $3.6M
Wealthspire Advisors, LLC 0.02% Add +106.2% 59,144 $3.6M
LGT Fund Management Co Ltd. 0.33% No change 59,088 $3.6M
Kentucky Retirement Systems Insurance Trust Fund 0.26% Add +1.2% 59,005 $3.6M
World Investment Advisors 0.09% Add +5.7% 58,879 $3.6M
Te Ahumairangi Investment Management Ltd 0.76% Reduce -20.0% 58,497 $3.6M
Praxis Investment Management Inc. 0.24% No change 58,360 $3.6M
Susquehanna Portfolio Strategies, LLC 1.52% New 58,114 $3.5M
PFG Investments, LLC 0.23% Add +7.5% 57,551 $3.5M
Caisse Des Depots Et Consignations 0.17% No change 57,487 $3.5M
Poehling Capital Management, INC. 0.88% Add +0.3% 57,300 $3.5M
Sound View Wealth Advisors Group, LLC 0.29% Reduce -1.1% 57,225 $3.5M
3Chopt Investment Partners, LLC 0.91% Add +7.6% 57,026 $3.5M
Lipe & Dalton 1.95% Add +0.4% 56,999 $3.5M
Avantax Planning Partners, Inc. 0.12% Reduce -10.2% 56,877 $3.5M
Rwa Wealth Partners, LLC 0.04% Reduce -17.7% 56,707 $3.5M
Pitcairn Co. 0.21% Add +3.1% 56,418 $3.4M
GWN Securities Inc. 0.19% Add +679.4% 75,620 $3.4M
Intact Investment Management Inc. 0.12% No change 55,800 $3.4M
Royal Fund Management, LLC 0.40% Reduce -0.5% 55,252 $3.4M
Diversified Trust Co. 0.08% Add +20.6% 55,658 $3.4M
Sippican Capital Advisors 2.56% Reduce -0.2% 55,622 $3.4M
Wedbush Securities Inc. 0.12% Reduce -3.1% 55,604 $3.4M
Fulton Bank, N.A. 0.14% Reduce -10.8% 55,502 $3.4M
Sowell Financial Services LLC 0.15% Reduce -2.6% 55,340 $3.4M
DJE Kapital AG 0.10% New 55,730 $3.4M
Exchange Capital Management, Inc. 0.54% Add +0.3% 54,673 $3.3M
Elevation Point Wealth Partners, LLC 0.29% Reduce -0.9% 54,643 $3.3M
Mechanics Bank Trust Department 0.45% Reduce -4.6% 54,526 $3.3M
ICICI Prudential Asset Management Co Ltd 0.43% Reduce -68.8% 54,449 $3.3M
EP Wealth Advisors, LLC 0.03% Add +5.3% 54,328 $3.3M
Bonness Enterprises Inc. 1.08% No change 54,300 $3.3M
Mutual Advisors, LLC 0.09% Add +24.4% 68,897 $3.3M
Milestone Asset Management, LLC 0.70% Add +102.2% 54,006 $3.3M
Ostrum Asset Management 0.17% Reduce -18.0% 53,960 $3.3M
SS&H Financial Advisors, Inc. 1.23% No change 53,900 $3.3M
Shelter Mutual Insurance Co 0.79% No change 53,800 $3.3M
First Interstate Bank 0.20% Reduce -3.8% 53,541 $3.3M
Haverford Trust Co 0.03% Reduce -19.9% 53,412 $3.3M
Essex Financial Services, Inc. 0.23% Add +5.9% 53,376 $3.3M
Providence Capital Advisors, LLC 0.67% Add +1.4% 53,212 $3.2M
Ascent Group, LLC 0.14% Add +19.6% 53,190 $3.2M
Sage Capital Advisors,llc 0.85% Reduce -7.0% 53,053 $3.2M
AIMZ Investment Advisors, LLC 1.13% Reduce -0.3% 52,933 $3.2M
Quintet Private Bank (Europe) S.A. 0.19% Reduce -5.0% 52,578 $3.2M
Fagan Associates, Inc. 0.53% Add +743.5% 52,522 $3.2M
Range Financial Group LLC 1.41% Add +6.0% 52,140 $3.2M
Ossiam 0.04% Add +4.2% 51,733 $3.2M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -2.0% 51,653 $3.2M
Merit Financial Group, LLC 0.05% Add +21.6% 51,601 $3.1M
Resonant Capital Advisors, LLC 0.22% Add +3.4% 51,231 $3.1M
Investment House LLC 0.18% Reduce -1.4% 51,185 $3.1M
Woodstock Corp. 0.31% Reduce -2.6% 50,916 $3.1M
Savant Capital, LLC 0.03% Reduce -47.3% 50,899 $3.1M
Horizon Investments, LLC 0.09% Add +2.7% 51,376 $3.1M
Carret Asset Management, LLC 0.35% Add +1.5% 50,687 $3.1M
Dean Investment Associates, LLC 0.46% Reduce -6.7% 50,673 $3.1M
Meridian Wealth Management, LLC 0.15% Reduce -1.5% 50,499 $3.1M
Iowa State Bank 0.65% Add +7.5% 50,475 $3.1M
Portfolio Design Labs, LLC 0.63% Reduce -0.4% 50,421 $3.1M
Walleye Trading LLC 0.09% Reduce -94.1% 50,289 $3.1M
Jefferies Financial Group Inc. 0.06% Reduce -79.7% 50,151 $3.1M
Neville Rodie & Shaw Inc. 0.24% Reduce -1.0% 50,089 $3.1M
Waterloo Capital, L.P. 0.28% Add +63.4% 49,947 $3.0M
GF Fund Management Co. LTD. 0.07% No change 49,748 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +15.4% 49,551 $3.0M
Orion Portfolio Solutions, LLC 0.03% Add +15.4% 49,551 $3.0M
EagleClaw Capital Managment, LLC 0.47% Reduce -5.2% 49,318 $3.0M
Sapient Capital LLC 0.06% Reduce -1.0% 49,006 $3.0M
Gries Financial LLC 0.58% Reduce -4.4% 48,980 $3.0M
Sompo Asset Management Co., Ltd. 0.55% Add +8.9% 48,694 $3.0M
Integras Partners LLC 2.84% Reduce -1.1% 48,560 $3.0M
Kerusso Capital Management LLC 1.88% Add +2.6% 48,453 $3.0M
Soltis Investment Advisors LLC 0.26% Add +516.0% 48,311 $2.9M
Mirador Capital Partners LP 0.51% Add +1.7% 48,166 $2.9M
Cypress Capital, LLC 0.85% Add +1.0% 48,067 $2.9M
Inlet Private Wealth, LLC 0.76% No change 47,988 $2.9M
Hilltop Holdings Inc. 0.18% Add +9.9% 47,849 $2.9M
Guyasuta Investment Advisors Inc. 0.19% Reduce -2.1% 47,643 $2.9M
Cohen Klingenstein LLC 0.11% No change 47,559 $2.9M
Kendall Capital Management 0.85% Reduce -0.2% 47,542 $2.9M
Commonwealth Retirement Investments LLC 1.18% Add +2.1% 47,493 $2.9M
Mill Capital Management, LLC 0.23% Reduce -0.1% 47,468 $2.9M
Leelyn Smith, LLC 0.51% Reduce -0.9% 47,267 $2.9M
Trust Co. of Toledo NA 0.38% Add +1.0% 47,140 $2.9M
HighPoint Advisor Group LLC 0.17% Reduce -4.5% 58,166 $2.9M
Wealthcare Advisory Partners LLC 0.08% Add +6.9% 46,927 $2.9M
Delta Financial Group, Inc. 0.65% Add +6.3% 46,807 $2.9M
LMG Wealth Partners, LLC 0.64% Add +0.7% 46,742 $2.9M
V-Square Quantitative Management LLC 0.41% Add +2.9% 46,399 $2.8M
Promethium Advisors,llc 1.80% Reduce -17.8% 46,050 $2.8M
Clarkston Capital Partners, LLC 0.06% No change 46,000 $2.8M
London Co. of Virginia 0.02% Reduce -4.0% 45,746 $2.8M
Mesirow Financial Investment Management, Inc. 0.05% Add +16.7% 45,545 $2.8M
Montag A & Associates Inc. 0.14% Reduce -49.0% 45,529 $2.8M
Consolidated Portfolio Review Corp 0.44% Add +8.2% 45,515 $2.8M
Choate Investment Advisors 0.07% Reduce -2.4% 45,478 $2.8M
Moneta Group Investment Advisors LLC 0.04% Add +5.8% 45,236 $2.8M
Duncker Streett & Co. Inc. 0.54% Reduce -0.0% 45,081 $2.7M
Capital Asset Advisory Services LLC 0.14% Reduce -4.8% 46,005 $2.7M
Berkeley Capital Partners, LLC 0.75% Add +0.6% 44,767 $2.7M
Quadrature Capital Ltd 0.06% New 44,319 $2.7M
Bahl & Gaynor LLC 0.01% Reduce -2.0% 44,053 $2.7M
Boyd Watterson Asset Management LLC 0.87% Add +3.5% 43,920 $2.7M
NJ State Employees Deferred Compensation Plan 0.34% No change 43,884 $2.7M
Trust Co. of Vermont 0.13% Reduce -2.7% 43,848 $2.7M
IHT Wealth Management, LLC 0.08% Add +28.2% 43,589 $2.7M
LaFleur & Godfrey LLC 0.36% Add +0.1% 43,571 $2.7M
BNP Paribas 0.11% Add +184.5% 40,856 $2.6M
International Assets Investment Management, LLC 0.23% Add +16.2% 43,414 $2.6M
Simmons Bank 0.20% Add +10.9% 42,992 $2.6M
Birmingham Capital Management Co. Inc. 0.98% Reduce -2.3% 42,891 $2.6M
Bell & Brown Wealth Advisors, LLC 1.01% Add +3.3% 42,672 $2.6M
Holderness Investments Co. 0.60% Reduce -0.7% 42,492 $2.6M
Pine Valley Investments Ltd Liability Co 0.17% Reduce -5.3% 42,411 $2.6M
LMR Partners LLP 0.07% Reduce -67.9% 42,390 $2.6M
Stance Capital LLC 1.91% Add +1223.9% 42,365 $2.6M
Westwood Holdings Group Inc. 0.02% Add +67.6% 42,211 $2.6M
Zuckerman Investment Group, LLC 0.28% No change 42,202 $2.6M
Legato Capital Management LLC 0.35% No change 42,146 $2.6M
Wells Trecaso Financial Group, LLC 0.86% Reduce -0.3% 42,115 $2.6M
Barbara Oil Co. 1.04% No change 42,000 $2.6M
Frank, Rimerman Advisors LLC 0.20% Add +1.2% 41,863 $2.6M
Wealth Alliance, LLC 0.31% Reduce -8.7% 41,698 $2.5M
Principal Securities, Inc. 0.06% Add +0.3% 44,933 $2.5M
Jamison Private Wealth Management, Inc. 0.38% Reduce -5.0% 41,315 $2.5M
OneDigital Investment Advisors LLC 0.03% Reduce -5.0% 41,285 $2.5M
Bard Financial Services, Inc. 0.31% Add +4.2% 41,065 $2.5M
APG Asset Management US Inc. 0.02% No change 41,897 $2.5M
Ballentine Partners, LLC 0.04% Add +0.6% 40,786 $2.5M
Ilex Capital Partners (UK) LLP 0.10% New 40,532 $2.5M
First National Trust Co 0.10% Reduce -26.7% 40,454 $2.5M
Wellington Shields & Co., LLC 0.77% Add +2.8% 40,334 $2.5M
Pettee Investors, Inc. 1.46% Reduce -3.2% 40,311 $2.5M
Janney Capital Management LLC 0.17% Reduce -0.5% 40,298 $2.5M
Strategic Global Advisors, LLC 0.49% Reduce -60.1% 40,222 $2.5M
Chemung Canal Trust Co. 0.54% Reduce -1.9% 40,152 $2.4M
Evergreen Capital Management LLC 0.08% Reduce -2.4% 40,126 $2.4M
Prime Capital Investment Advisors, LLC 0.03% Add +22.9% 40,078 $2.4M
Leavell Investment Management, Inc. 0.12% Add +2.6% 40,031 $2.4M
Courier Capital LLC 0.16% Add +3.8% 39,909 $2.4M
Edmp, Inc. 2.03% Reduce -4.4% 39,773 $2.4M
GAMMA Investing LLC 0.18% Add +18.8% 39,685 $2.4M
Charter Research & Investment Group, Inc. 1.85% No change 39,658 $2.4M
Sumitomo Mitsui Financial Group, Inc. 0.04% Reduce -2.5% 39,558 $2.4M
New England Asset Management Inc. 0.41% Add +0.8% 39,476 $2.4M
Paradigm Asset Management Co. LLC 0.64% No change 39,408 $2.4M
KMG Fiduciary Partners, LLC 0.20% Add +11.9% 39,403 $2.4M
Waverly Advisors, LLC 0.03% Add +22.7% 39,397 $2.4M
Cornercap Investment Counsel Inc. 1.26% Reduce -1.4% 39,272 $2.4M
Kingswood Wealth Advisors, LLC 0.22% Reduce -19.6% 39,324 $2.4M
Bradley Foster & Sargent Inc. 0.04% Reduce -0.1% 39,187 $2.4M
Optimist Retirement Group LLC 1.19% Reduce -8.8% 39,136 $2.4M
Vestcor Inc 0.08% Reduce -18.5% 39,126 $2.4M
Groupama Asset Managment 0.05% Reduce -16.2% 39,681 $2.4M
Northeast Financial Consultants Inc 0.11% Reduce -7.0% 38,872 $2.4M
Lowe Brockenbrough & Co. Inc. 0.16% Add +7.7% 38,818 $2.4M
Brookstone Capital Management 0.03% Reduce -79.2% 38,769 $2.4M
Virtus Family Office LLC 3.01% Reduce -0.8% 38,475 $2.3M
Thornburg Investment Management Inc. 0.03% No change 38,400 $2.3M
Applied Finance Capital Management, LLC 0.17% Add +3.3% 38,309 $2.3M
Foster & Motley Inc. 0.15% Add +16.4% 38,225 $2.3M
Bridgeway Capital Management, LLC 0.06% New 38,200 $2.3M
Old Port Advisors 0.69% Reduce -1.7% 38,190 $2.3M
Peak Asset Management, LLC 0.44% Add +1.0% 38,139 $2.3M
Townsend & Associates, Inc 0.24% Add +6.3% 47,342 $2.3M
Proactive Wealth Strategies LLC 1.24% New 37,972 $2.3M
Altfest L J & Co. Inc. 0.29% Add +4.8% 37,913 $2.3M
Canandaigua National Bank & Trust Co. 0.23% Reduce -5.1% 37,894 $2.3M
Caldwell Trust Co 0.25% Add +0.4% 37,838 $2.3M
Purkiss Capital Advisors LLC 1.74% Add +0.2% 37,809 $2.3M
SFE Investment Counsel 0.46% Reduce -7.7% 37,806 $2.3M
Bar Harbor Wealth Management 0.15% Reduce -2.6% 37,776 $2.3M
Massachusetts Financial Services Co. 0.00% New 37,683 $2.3M
Summit X, LLC 0.48% Reduce -5.2% 37,513 $2.3M
Shayne & Jacobs, LLC 0.56% Reduce -0.7% 37,513 $2.3M
Heron Bay Capital Management 0.48% Add +247.4% 37,500 $2.3M
Udine Wealth Management, Inc. 1.52% Add +2.7% 37,328 $2.3M
Enhancing Capital LLC 1.82% No change 37,300 $2.3M
Kanawha Capital Management LLC 0.18% Add +2.7% 37,194 $2.3M
Verity Asset Management, Inc. 0.92% Add +104.0% 37,138 $2.3M
Quantessence Capital LLC 0.57% New 37,100 $2.3M
Polar Asset Management Partners Inc. 0.10% Reduce -87.4% 37,088 $2.3M
Rothschild Investment LLC 0.15% Add +0.3% 37,078 $2.3M
Moody National Bank Trust Division 0.24% Add +2.8% 37,070 $2.3M
Aureus Asset Management, LLC 0.16% Add +632.0% 37,034 $2.3M
Lakewood Asset Management LLC 1.52% Add +37.8% 37,030 $2.3M
Ritholtz Wealth Management 0.07% Reduce -6.3% 36,904 $2.3M
Meeder Advisory Services, Inc. 0.13% Add +5.4% 36,727 $2.2M
Aviance Capital Partners, LLC 0.31% Add +1.9% 36,704 $2.2M
HBK Sorce Advisory LLC 0.07% Add +6.5% 36,696 $2.2M
Herold Advisors, Inc. 0.49% Add +4.8% 36,673 $2.2M
Factorial Partners, LLC 1.37% No change 36,500 $2.2M
Stokes Family Office, LLC 0.25% Reduce -2.1% 36,402 $2.2M
Tower Bridge Advisors 0.25% Add +15.2% 36,352 $2.2M
Bragg Financial Advisors, Inc 0.09% Add +1.6% 36,341 $2.2M
Douglass Winthrop Advisors, LLC 0.04% Reduce -8.1% 36,212 $2.2M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +5.1% 36,031 $2.2M
Mufg Securities Americas Inc. 0.25% Add +20.0% 35,921 $2.2M
Hills Bank & Trust Co 0.15% Add +0.0% 35,894 $2.2M
Gifford Fong Associates 0.54% No change 35,899 $2.2M
Cacti Asset Management LLC 0.17% No change 36,450 $2.2M
Logan Capital Management Inc. 0.10% Reduce -0.0% 35,844 $2.2M
Hedges Asset Management LLC 1.43% Reduce -2.2% 35,800 $2.2M
Acropolis Investment Management, LLC 0.13% Add +5.3% 35,796 $2.2M
Oarsman Capital, Inc. 0.39% Add +36.3% 35,640 $2.2M
Dorsey & Whitney Trust CO LLC 0.13% Add +0.7% 35,548 $2.2M
Westbourne Investments, Inc. 1.31% Add +176.7% 35,495 $2.2M
Valeo Financial Advisors, LLC 0.06% Add +0.4% 54,112 $2.2M
Eastern Bank 0.04% Reduce -8.6% 35,410 $2.2M
Great Valley Advisor Group, Inc. 0.05% Add +3.4% 35,376 $2.2M
Citizens Financial Group Inc. 0.04% Add +18.0% 35,337 $2.2M
Parallel Advisors, LLC 0.05% Add +1.4% 35,322 $2.2M
AdvisorNet Financial, Inc 0.16% Add +1.4% 35,286 $2.2M
UNIVEST FINANCIAL Corp 0.14% Add +0.3% 35,251 $2.1M
Coldstream Capital Management Inc. 0.05% Reduce -2.9% 35,233 $2.1M
one8zero8, LLC 0.51% Reduce -0.6% 35,164 $2.1M
Farther Finance Advisors, LLC 0.05% Add +59.3% 35,912 $2.1M
Abundance Wealth Counselors 0.45% Add +9.5% 35,039 $2.1M
Resources Management Corp. /CT/ 0.30% Reduce -9.3% 34,673 $2.1M
Silvant Capital Management LLC 0.10% Add +1.8% 34,639 $2.1M
Quadrant Capital Group LLC 0.08% Add +167.4% 34,540 $2.1M
Clark Estates Inc. 0.45% Reduce -27.5% 34,538 $2.1M
Intrust Bank NA 0.21% Add +8.5% 34,482 $2.1M
Eley Financial Management, Inc 0.84% Add +2.1% 35,252 $2.1M
Rehmann Capital Advisory Group 0.13% Add +12.5% 34,328 $2.1M
Pensionfund Sabic 0.62% Reduce -15.3% 34,300 $2.1M
FineMark National Bank & Trust 0.08% Reduce -2.4% 34,219 $2.1M
Cullen/Frost Bankers, Inc. 0.03% Add +16.1% 34,210 $2.1M
Steel Grove Capital Advisors, LLC 0.32% Reduce -5.8% 34,190 $2.1M
Profund Advisors LLC 0.09% Reduce -3.9% 34,151 $2.1M
Ranch Capital Advisors Inc. 0.99% Add +5.5% 34,139 $2.1M
Greenwood Capital Associates LLC 0.28% Add +5.1% 34,047 $2.1M
GTS Securities LLC 0.09% Add +70.5% 33,957 $2.1M
Valley National Advisers Inc. 0.37% Add +6.3% 33,869 $2.1M
First Western Trust Bank 0.10% Reduce -0.0% 33,842 $2.1M
Stratos Investment Management, LLC 0.11% Add +22.9% 33,806 $2.1M
Mission Wealth Management, LP 0.05% Add +4.5% 33,803 $2.1M
Viewpoint Capital Management LLC 1.11% Add +1.8% 33,737 $2.1M
Del-Sette Capital Management, LLC 1.61% New 33,625 $2.1M
Amica Mutual Insurance Co. 0.23% No change 33,522 $2.0M
Premier Path Wealth Partners, LLC 0.32% Add +0.3% 33,476 $2.0M
Palogic Value Management, L.P. 0.91% Add +4.7% 33,290 $2.0M
Redwood Investment Management, LLC 0.22% Reduce -21.7% 33,292 $2.0M
Ceeto Capital Group, LLC 0.77% No change 33,250 $2.0M
Allen Mooney & Barnes Investment Advisors LLC 0.33% Add +1.2% 33,199 $2.0M
Florida Trust Wealth Management Co 0.07% Reduce -1.7% 33,188 $2.0M
St. Louis Trust Co 0.29% Add +11.6% 33,158 $2.0M
Personal Cfo Solutions, LLC 0.41% Reduce -12.7% 33,139 $2.0M
Sigma Investment Counselors Inc. 0.12% Reduce -7.2% 33,038 $2.0M
Waterfront Wealth Inc. 0.49% Add +0.5% 32,818 $2.0M
Arvest Bank Trust Division 0.13% Add +1.0% 32,777 $2.0M
CreativeOne Wealth, LLC 0.06% Add +6.4% 32,748 $2.0M
Excalibur Management Corp. 0.79% Add +0.8% 32,722 $2.0M
Burns J W & Co. Inc. 0.26% Reduce -0.3% 32,638 $2.0M
Raleigh Capital Management Inc. 0.90% Reduce -17.7% 32,458 $2.0M
SIH Partners, LLLP 0.17% New 32,215 $2.0M
Private Trust Co. NA 0.20% Reduce -4.5% 31,829 $1.9M
Keynote Financial Services LLC 1.40% Add +1.5% 31,826 $1.9M
Insight Inv LLC 1.33% Add +3.0% 31,797 $1.9M
Lee Danner & Bass Inc. 0.16% Reduce -0.3% 31,733 $1.9M
Oddo BHF Asset Management Sas 0.08% New 31,625 $1.9M
Providence Wealth Advisors, LLC 1.46% Add +4.4% 32,431 $1.9M
NTV Asset Management LLC 0.26% Reduce -3.1% 31,544 $1.9M
Greenleaf Trust 0.02% Add +3.3% 31,179 $1.9M
Flagship Harbor Advisors, LLC 0.10% Reduce -1.4% 31,151 $1.9M
Nicholas Hoffman & Company, LLC. 0.07% Add +0.0% 31,150 $1.9M
Ancora Advisors LLC 0.04% Add +1.2% 31,022 $1.9M
Rathbones Group PLC 0.01% Reduce -2.5% 30,864 $1.9M
Mount Vernon Associates Inc. 1.53% Reduce -0.2% 30,804 $1.9M
Qtron Investments LLC 0.28% Add +49.4% 30,794 $1.9M
Marco Investment Management LLC 0.17% Reduce -10.0% 30,738 $1.9M
BankPlus Trust Department 0.62% Add +12.1% 30,676 $1.9M
Salem Investment Counselors Inc. 0.07% Reduce -1.8% 30,638 $1.9M
Cherokee Insurance Co 0.82% No change 30,600 $1.9M
LGT Group Foundation 0.03% Add +2.4% 30,592 $1.9M
Dynamic Advisor Solutions LLC 0.06% Add +60.0% 30,491 $1.9M
Pekin Hardy Strauss, Inc. 0.23% Reduce -0.1% 30,422 $1.9M
Carnegie Investment Counsel 0.04% Reduce -0.5% 33,260 $1.8M
Harbour Investments, Inc. 0.05% Add +3.4% 30,284 $1.8M
New England Research & Management, Inc. 0.94% Add +16.0% 30,269 $1.8M
Silver Lake Advisory, LLC 0.80% Add +0.9% 30,225 $1.8M
TCW Group Inc. 0.02% Reduce -19.2% 30,184 $1.8M
Alpha Omega Wealth Management LLC 0.35% Add +1.5% 30,130 $1.8M
CHICAGO TRUST Co NA 0.34% Add +35.5% 30,094 $1.8M
1ST Source Bank 0.11% Reduce -1.6% 30,082 $1.8M
Mork Capital Management, LLC 1.43% No change 30,000 $1.8M
Exchange Bank 1.47% No change 29,875 $1.8M
Hikari Power Ltd 0.14% No change 29,820 $1.8M
Chapin Davis, Inc. 0.62% Add +25.2% 29,714 $1.8M
JT Stratford LLC 0.32% Reduce -11.5% 29,702 $1.8M
Harbour Investment Management LLC 0.82% Reduce -0.8% 29,620 $1.8M
Atlas Capital Advisors Inc. 0.22% Add +55.9% 29,286 $1.8M
Harvest Investment Advisors, LLC 1.29% Reduce -0.5% 29,275 $1.8M
Howland Capital Management LLC 0.08% Add +48.3% 29,267 $1.8M
Focus Partners Advisor Solutions, LLC 0.03% Add +8.0% 29,218 $1.8M
Cornerstone Select Advisors, LLC 1.69% Add +2.0% 29,178 $1.8M
Larson Financial Group LLC 0.08% Add +69.8% 29,031 $1.8M
SevenBridge Financial Group, LLC 0.35% Reduce -17.0% 36,634 $1.8M
Sierra Summit Advisors LLC 0.38% Add +64.3% 28,822 $1.8M
Alaska Permanent Fund Corp 0.02% No change 34,971 $1.8M
NorthRock Partners, LLC 0.06% Add +7.4% 28,735 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -28.6% 28,730 $1.8M
Greenfield Savings Bank 0.86% Add +3.1% 28,637 $1.7M
SouthState Bank Corp 0.08% Add +4.0% 28,604 $1.7M
Generali Investments, Management Co LLC 0.50% Add +43.7% 28,565 $1.7M
Perpetual Ltd 0.02% Add +10.2% 28,541 $1.7M
Icon Advisers Inc. 0.41% No change 28,500 $1.7M
Procyon Advisors, LLC 0.11% Add +52.3% 28,423 $1.7M
Eagle Harbor Asset Management Inc. 1.76% Reduce -0.1% 28,412 $1.7M
Prestige Wealth Management Group LLC 0.37% Reduce -1.7% 28,285 $1.7M
Partnership Wealth Management, LLC 1.46% Add +1.3% 28,225 $1.7M
Dudley Capital Management, LLC 0.92% No change 28,122 $1.7M
Stonegate Investment Group, LLC 0.05% Add +1.3% 28,033 $1.7M
Dymon Asia Capital (singapore) Pte. LTD. 1.36% Add +9.8% 28,000 $1.7M
Quest Investment Management LLC 0.21% No change 28,000 $1.7M
Brookwood Investment Group LLC 0.29% — 27,986 $1.7M
RFG Advisory, LLC 0.05% Add +67.1% 27,915 $1.7M
Cladis Investment Advisory, LLC 1.23% No change 27,807 $1.7M
Tritonpoint Wealth, LLC 0.16% Add +4.8% 27,775 $1.7M
MIdWestOne Financial Group, Inc. 0.24% Add +2.1% 27,640 $1.7M
Savvy Advisors, Inc. 0.17% Add +6.3% 27,575 $1.7M
First National Bank & Trust Co. of Newtown 0.35% Add +3.5% 27,541 $1.7M
Plimoth Trust Co. LLC 0.44% Reduce -7.5% 27,539 $1.7M
SeaCrest Wealth Management, LLC 0.19% Add +13.1% 27,260 $1.7M
Boston Family Office LLC 0.12% Add +7.7% 27,119 $1.7M
Sheaff Brock Investment Advisors, LLC 0.15% Reduce -7.0% 27,067 $1.7M
Nemes Rush Group LLC 0.21% No change 27,027 $1.6M
CSS LLC 0.33% Reduce -15.4% 27,020 $1.6M
Intellectus Partners, LLC 0.41% Reduce -5.4% 26,954 $1.6M
Independent Investors Inc. 0.35% No change 26,938 $1.6M
Bangor Savings Bank 0.15% Reduce -36.1% 26,854 $1.6M
Linden Thomas Advisory Services, LLC 0.21% Add +2.5% 26,742 $1.6M
Balefire, LLC 0.56% Add +3.6% 26,604 $1.6M
Mairs & Power Inc. 0.02% Add +1.5% 26,560 $1.6M
NewEdge Wealth, LLC 0.03% Add +0.3% 26,515 $1.6M
E. Ohman J:or Asset Management AB 0.04% Reduce -11.6% 26,512 $1.6M
Fairvoy Private Wealth, LLC 0.44% Add +20.9% 26,512 $1.6M
IFP Advisors, Inc 0.05% Reduce -4.0% 26,500 $1.6M
Smith, Moore & Co. 0.15% Reduce -8.4% 26,451 $1.6M
Philadelphia Trust Co. 0.14% No change 26,450 $1.6M
Jensen Investment Management Inc. 0.02% No change 26,375 $1.6M
Modera Wealth Management, LLC 0.02% Reduce -2.3% 26,297 $1.6M
Pallas Capital Advisors LLC 0.07% Reduce -4.0% 26,237 $1.6M
Triumph Capital Management 0.53% Add +375.8% 26,227 $1.6M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +3.5% 26,209 $1.6M
North Star Investment Management Corp. 0.12% Reduce -2.9% 26,076 $1.6M
Sfmg, LLC 0.13% Reduce -5.8% 26,048 $1.6M
Level Four Advisory Services, LLC 0.07% Add +9.1% 26,007 $1.6M
Humankind Investments LLC 0.41% Add +3.3% 25,974 $1.6M
Koshinski Asset Management, Inc. 0.13% Reduce -1.2% 25,956 $1.6M
Cornerstone Wealth Management, LLC 0.11% Add +0.0% 25,884 $1.6M
Citizens National Bank Trust Department 0.34% No change 25,715 $1.6M
Adirondack Trust Co. 0.61% Reduce -2.1% 25,592 $1.6M
Weaver C. Barksdale & Associates, Inc. 1.50% Reduce -3.3% 25,631 $1.6M
Bellevue Group AG 0.03% Reduce -32.9% 25,566 $1.6M
CFS Investment Advisory Services, LLC 0.14% Add +3.5% 25,549 $1.6M
Westhampton Capital, LLC 0.85% Reduce -7.3% 25,417 $1.6M
Corundum Group, Inc. 0.74% Reduce -41.8% 25,338 $1.5M
Means Investment Co., Inc. 0.16% Reduce -15.2% 25,305 $1.5M
Heritage Trust Co 0.19% Add +17.9% 25,287 $1.5M
Orion Investment Co 0.63% Reduce -0.0% 25,212 $1.5M
Ridgewood Investments LLC 0.71% Reduce -15.2% 27,572 $1.5M
Beese Fulmer Investment Management, Inc. 0.13% Reduce -0.8% 25,016 $1.5M
EDENTREE ASSET MANAGEMENT Ltd 0.51% No change 25,000 $1.5M
Quattro Financial Advisors LLC 0.52% Reduce -16.7% 25,000 $1.5M
Supplemental Annuity Collective Trust of NJ 0.48% No change 25,000 $1.5M
Triglav Investments, D.O.O. 0.13% Reduce -13.5% 25,000 $1.5M
Boyar Asset Management Inc. 1.11% Reduce -16.9% 24,993 $1.5M
Jackson Square Capital, LLC 0.49% Add +3.1% 24,953 $1.5M
Mgo One Seven LLC 0.06% Reduce -15.1% 24,933 $1.5M
TCV Trust & Wealth Management, Inc. 0.14% Reduce -2.0% 24,925 $1.5M
Arcadia Investment Management Corp. 0.27% Reduce -0.7% 24,826 $1.5M
Abn Amro Investment Solutions 0.03% Reduce -2.0% 24,821 $1.5M
D L Carlson Investment Group Inc. 0.29% New 24,763 $1.5M
Archer Investment Corp 0.39% No change 24,671 $1.5M
OneAscent Financial Services LLC 0.10% Add +115.3% 24,790 $1.5M
Monarch Capital Management Inc. 0.41% No change 24,408 $1.5M
Donoghue Forlines LLC 0.47% Reduce -12.5% 24,328 $1.5M
Lineweaver Wealth Advisors, LLC 0.25% Add +17.5% 24,205 $1.5M
Coastwise Capital Group, LLC 1.24% Reduce -9.7% 24,090 $1.5M
Transamerica Financial Advisors, LLC 0.15% Add +1.0% 24,065 $1.5M
Poplar Forest Capital LLC 0.26% No change 23,989 $1.5M
Arvest Investments, Inc. 0.23% Reduce -4.6% 23,952 $1.5M
BigSur Wealth Management LLC 0.39% No change 23,900 $1.5M
Badgley Phelps Wealth Managers, LLC 0.04% Reduce -2.5% 23,893 $1.5M
Cobblestone Asset Management LLC 0.85% No change 23,866 $1.5M
Blue Trust, Inc. 0.02% Add +0.4% 23,834 $1.5M
Carnegie Lake Advisors LLC 0.59% Reduce -1.0% 23,809 $1.5M
Auxier Asset Management LLC 0.22% Reduce -2.6% 23,702 $1.4M
MTM Investment Management, LLC 0.56% Add +0.0% 24,238 $1.4M
Platform Technology Partners 0.42% Reduce -2.7% 23,538 $1.4M
Mystic Asset Management, Inc. 0.38% Reduce -2.1% 23,458 $1.4M
Trust Asset Management LLC 0.12% Reduce -4.4% 23,444 $1.4M
Ted Buchan & Co 0.67% Reduce -1.5% 23,337 $1.4M
Joel Isaacson & Co., LLC 0.06% Reduce -4.8% 23,212 $1.4M
Ledyard National Bank 0.14% Reduce -2.6% 23,052 $1.4M
Chilton Capital Management LLC 0.06% Reduce -6.8% 22,811 $1.4M
Pingora Partners LLC 1.03% No change 22,810 $1.4M
Clear Harbor Asset Management, LLC 0.11% Reduce -5.8% 22,773 $1.4M
Ti-Trust, Inc. 0.91% No change 22,637 $1.4M
Intrua Financial, LLC 0.22% Add +25.9% 22,616 $1.4M
Private Wealth Asset Management, LLC 0.20% — 22,615 $1.4M
Benchmark Financial Wealth Advisors, LLC 0.52% Add +8.8% 22,566 $1.4M
Institute for Wealth Management, LLC. 0.18% Reduce -12.9% 22,556 $1.4M
Claro Advisors Inc. 0.18% Add +3.5% 22,533 $1.4M
Beaton Management Co. Inc. 0.71% Add +6.6% 22,519 $1.4M
BLB&B Advisors, LLC 0.07% Reduce -4.6% 22,455 $1.4M
Schulhoff & Co. Inc. 0.61% No change 22,414 $1.4M
Fourpath Capital Management, LLC 0.24% Reduce -9.0% 22,331 $1.4M
Smartleaf Asset Management LLC 0.13% Add +3.4% 22,689 $1.4M
Nicolet Bankshares Inc. 0.27% Reduce -3.5% 22,237 $1.4M
Wolf Group Capital Advisors 0.45% Reduce -5.6% 22,159 $1.4M
J. Safra Sarasin Holding AG 0.02% Add +18.6% 21,990 $1.3M
Manske Wealth Management 0.51% Add +0.3% 21,956 $1.3M
Curbstone Financial Management Corp 0.28% Add +13.5% 21,946 $1.3M
United Bank 0.55% Add +8.1% 21,871 $1.3M
Brighton Jones LLC 0.04% Add +10.7% 21,831 $1.3M
Cidel Asset Management Inc. 0.09% Add +4.0% 21,820 $1.3M
Chatham Capital Group, Inc. 0.22% No change 21,795 $1.3M
Xcel Wealth Management, LLC 0.42% Add +46.6% 21,732 $1.3M
Bluefin Capital Management, LLC 1.10% — 21,700 $1.3M
Evercore Wealth Management, LLC 0.02% Reduce -25.9% 21,655 $1.3M
Stratos Wealth Advisors, LLC 0.07% Reduce -2.5% 21,644 $1.3M
Oxler Private Wealth LLC 0.46% Add +0.2% 21,631 $1.3M
Fiduciary Family Office, LLC 0.44% New 21,613 $1.3M
Sagespring Wealth Partners, LLC 0.03% Add +36.9% 21,578 $1.3M
Legacy Advisors, LLC 0.14% Add +54.5% 21,534 $1.3M
Independent Financial Group, LLC 0.05% Add +4.9% 21,506 $1.3M
Comprehensive Financial Consultants Institutional, Inc. 0.47% Reduce -4.2% 21,499 $1.3M
Dominguez Wealth Management Solutions, Inc. 0.96% Add +2.3% 21,453 $1.3M
First City Capital Management, Inc. 0.78% Add +1.2% 21,427 $1.3M
Kimelman & Baird, LLC 0.11% No change 21,347 $1.3M
Sky Investment Group LLC 0.25% Add +7.6% 21,328 $1.3M
NCM Capital Management, LLC 0.58% Reduce -1.4% 21,326 $1.3M
RTD Financial Advisors, Inc. 0.17% Reduce -18.7% 21,258 $1.3M
KCM Investment Advisors LLC 0.05% Reduce -1.5% 21,152 $1.3M
Lederer & Associates Investment Counsel 0.94% No change 21,122 $1.3M
Equitable Trust Co. 0.07% No change 21,090 $1.3M
Kestra Investment Management, LLC 0.02% Add +168.6% 21,031 $1.3M
Rahlfs Capital, LLC 1.28% No change 20,961 $1.3M
Longfellow Investment Management Co. LLC 0.31% Reduce -85.9% 20,945 $1.3M
SBI Securities Co., Ltd. 0.04% Reduce -0.1% 20,936 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +10.9% 20,919 $1.3M
Cobblestone Capital Advisors LLC 0.07% Reduce -0.9% 20,902 $1.3M
Aljian Capital Management, LLC 0.30% Add +29.4% 20,866 $1.3M
Eagle Rock Investment Company, LLC 0.22% No change 20,824 $1.3M
Asset Planning,Inc 1.00% Add +0.4% 20,809 $1.3M
Counterweight Ventures, LLC 0.90% Add +2.5% 20,702 $1.3M
Park National Corp. 0.05% Add +1.3% 20,649 $1.3M
Stiles Financial Services Inc 0.48% Reduce -18.4% 20,605 $1.3M
Field & Main Bank 0.44% Add +63.3% 20,591 $1.3M
Nwam LLC 0.11% Add +10.8% 20,458 $1.2M
Integrated Advisors Network LLC 0.06% Add +17.4% 20,413 $1.2M
L2 Asset Management, LLC 0.26% Add +10.6% 20,400 $1.2M
Opes Wealth Management LLC 0.25% Reduce 0.0% 20,391 $1.2M
Cigna Investments Inc. 0.23% Reduce -1.9% 20,383 $1.2M
Fiduciary Group, LLC 0.12% Reduce -2.4% 20,372 $1.2M
Bank & Trust Co 1.01% Reduce -1.5% 20,358 $1.2M
Silverleafe Capital Partners, LLC 0.43% No change 20,318 $1.2M
Rossmore Private Capital 0.15% Add +1.7% 20,301 $1.2M
Measured Wealth Private Client Group, LLC 0.40% Add +81.5% 20,267 $1.2M
St Germain D J Co. Inc. 0.06% Add +0.6% 20,255 $1.2M
Palisade Asset Management, LLC 0.13% Reduce -0.6% 20,185 $1.2M
Peoples Financial Services Corp. 0.59% Reduce -0.4% 20,151 $1.2M
ARS Investment Partners, LLC 0.11% No change 21,685 $1.2M
Bell Bank 0.07% Reduce -0.5% 20,101 $1.2M
Kovack Advisors, Inc. 0.13% Add +2.6% 20,063 $1.2M
Live Oak Investment Partners 0.96% New 20,048 $1.2M
Sphera Funds Management LTD. 0.30% No change 20,000 $1.2M
Capital City Trust Co. 0.33% Add +3.8% 19,994 $1.2M
Genus Capital Management Inc. 0.18% — 19,990 $1.2M
Aventura Private Wealth, LLC 0.64% Add +3.7% 19,974 $1.2M
Forza Wealth Management, LLC 0.55% Reduce -0.6% 19,965 $1.2M
First American Bank 0.09% No change 19,951 $1.2M
Stonebridge Capital Management Inc. 0.53% Reduce -9.1% 19,915 $1.2M
Fortis Capital Advisors, LLC 0.25% New 19,901 $1.2M
Pandora Wealth, Inc. 0.80% — 19,900 $1.2M
Exchange Traded Concepts, LLC 0.02% Reduce -12.0% 19,880 $1.2M
Peregrine Asset Advisers, Inc. 0.45% Reduce -4.3% 19,826 $1.2M
Western Wealth Management, LLC 0.08% Reduce -1.2% 19,750 $1.2M
Sargent Investment Group, LLC 0.19% Add +11.8% 19,738 $1.2M
Keudell/Morrison Wealth Management 0.28% Reduce -7.4% 19,648 $1.2M
Wendell David Associates Inc. 0.12% Reduce -2.8% 19,644 $1.2M
Hartford Financial Management Inc. 0.25% Reduce -0.7% 19,594 $1.2M
Webster Bank, N. A. 0.13% Reduce -10.0% 19,574 $1.2M
Beacon Financial Advisory LLC 0.36% Reduce -4.5% 19,558 $1.2M
Clarius Group, LLC 0.07% Add +25.7% 19,536 $1.2M
J. W. Coons Advisors, LLC 0.31% Add +4.3% 19,520 $1.2M
Sectoral Asset Management Inc. 0.93% Reduce -55.7% 19,500 $1.2M
Citizens & Northern Corp. 0.33% Add +1.7% 19,442 $1.2M
Catalyst Funds Management Pty Ltd 0.31% Reduce -15.1% 19,440 $1.2M
Graypoint LLC 0.07% Add +21.4% 19,421 $1.2M
Thoroughbred Financial Services, LLC 0.07% Add +8.7% 19,314 $1.2M
Marcum Wealth, LLC 0.10% Add +1.0% 19,296 $1.2M
Eads & Heald Wealth Management 0.59% Reduce -0.8% 19,177 $1.2M
Pflug Koory, LLC 0.65% Reduce -1.5% 19,122 $1.2M
United Bank 0.15% No change 19,098 $1.2M
AlphaCore Capital LLC 0.10% Add +1.9% 19,036 $1.2M
Little House Capital LLC 0.32% New 19,019 $1.2M
Knott David M Jr 0.55% New 19,000 $1.2M
Thomasville National Bank 0.08% Add +1.8% 18,948 $1.2M
Mogy Joel R Investment Counsel Inc. 0.07% Reduce -1.1% 18,945 $1.2M
Good Steward Wealth Advisors,LLC 1.05% — 18,930 $1.2M
Grove Bank & Trust 0.15% Add +1.9% 18,910 $1.2M
Hanson & Doremus Investment Management 0.17% Reduce -2.5% 18,897 $1.2M
CoreCap Advisors, LLC 0.05% Add +8.0% 18,896 $1.2M
Summit Financial, LLC 0.03% Add +32.7% 18,881 $1.2M
Portside Wealth Group, LLC 0.19% Add +2.5% 18,874 $1.2M
Delta Financial Advisors LLC 0.43% Reduce -0.8% 18,806 $1.1M
American Trust Investment Advisors, LLC 0.48% Add +3.3% 18,798 $1.1M
Forum Financial Management, LP 0.02% Add +10.9% 18,729 $1.1M
Adalta Capital Management LLC 0.61% Reduce -0.5% 18,722 $1.1M
Morse Asset Management, Inc 0.29% Reduce -71.8% 18,720 $1.1M
Howard Capital Management, LLC 0.03% Reduce -6.6% 18,630 $1.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.45% Add +0.9% 18,547 $1.1M
Archford Capital Strategies, LLC 0.17% Add +56.4% 18,472 $1.1M
Lazari Capital Management, Inc. 0.46% Reduce -9.6% 18,449 $1.1M
W Advisors, LLC 0.70% Reduce -0.8% 18,441 $1.1M
Modern Wealth Management, LLC 0.04% Add +16.5% 18,426 $1.1M
180 Wealth Advisors, LLC 0.18% Reduce -0.9% 18,354 $1.1M
First Manhattan Co. Llc. 0.00% Reduce -9.8% 18,341 $1.1M
Hunter Associates Investment Management LLC 0.17% Add +0.0% 18,382 $1.1M
Neumann Capital Management, LLC 0.39% Reduce -7.6% 18,273 $1.1M
Johnson Financial Group, Inc. 0.05% Add +14.7% 18,202 $1.1M
DT Investment Partners, LLC 0.11% Reduce -15.9% 18,195 $1.1M
Alta Wealth Advisors LLC 0.51% Add +0.3% 18,151 $1.1M
Parkside Financial Bank & Trust 0.14% Add +3.6% 18,130 $1.1M
Sentry LLC 0.21% Add +5.3% 18,068 $1.1M
Fidelis Capital Partners, LLC 0.12% Add +78.3% 22,993 $1.1M
Spire Wealth Management 0.04% Reduce -1.6% 18,048 $1.1M
Paragon Capital Management LLC 0.63% Reduce -6.5% 17,994 $1.1M
Newman Dignan & Sheerar, Inc. 0.30% Add +1.8% 17,969 $1.1M
Cowa, LLC 0.47% Add +5.8% 17,952 $1.1M
Concord Wealth Partners 0.18% Add +5.0% 17,909 $1.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.10% No change 17,900 $1.1M
Journey Advisory Group, LLC 0.09% Add +0.4% 17,896 $1.1M
MRWM Advisors, LLC 0.76% Reduce -0.1% 17,845 $1.1M
Hexagon Capital Partners LLC 0.21% Add +3.3% 17,841 $1.1M
Wealth Quarterback LLC 0.61% Reduce -5.7% 17,840 $1.1M
Sanders Morris Harris LLC 0.17% Reduce -0.2% 18,107 $1.1M
Wealth Effects LLC 0.46% Add +19.7% 17,776 $1.1M
Capstone Financial Advisors, Inc. 0.07% Reduce -0.6% 17,747 $1.1M
ZWJ Investment Counsel Inc. 0.04% Reduce -3.2% 17,720 $1.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% Reduce -7.3% 17,700 $1.1M
TSP Capital Management Group, LLC 0.35% Reduce -15.3% 17,575 $1.1M
Essex Bank 0.26% Add +0.4% 17,504 $1.1M
Reynders McVeigh Capital Management, LLC 0.06% Reduce -2.1% 17,500 $1.1M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -26.7% 17,370 $1.1M
Wincap Financial LLC 1.00% Add +3.5% 17,356 $1.1M
First County Bank 0.58% Reduce -10.9% 17,313 $1.1M
Miller Financial Services LLC 1.52% Reduce -1.1% 17,309 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -90.7% 17,279 $1.1M
High Net Worth Advisory Group LLC 0.30% Add +1.8% 17,276 $1.1M
Ramsay, Stattman, Vela & Price, Inc. 0.20% No change 17,275 $1.1M
Moneco Advisors, LLC 0.11% Add +2.6% 17,254 $1.1M
White Pine Capital LLC 0.36% Reduce -0.1% 17,185 $1.0M
Triangle Securities Wealth Management 0.27% Add +2.5% 17,180 $1.0M
Cutter & CO Brokerage, Inc. 0.25% Add +8.0% 17,056 $1.0M
Central Pacific Bank - Trust Division 0.15% Reduce -3.2% 17,053 $1.0M
Syon Capital LLC 0.08% Add +6.5% 17,024 $1.0M
LS Investment Advisors, LLC 0.16% Add +1.3% 17,015 $1.0M
Birchbrook, Inc. 0.58% Reduce -4.3% 17,009 $1.0M
Vest Financial, LLC 0.02% Add +73.5% 16,912 $1.0M
Monetary Management Group Inc. 0.28% No change 16,905 $1.0M
Opinicus Capital, Inc. 0.91% Reduce -5.2% 16,901 $1.0M
Bank of Hawaii 0.06% Add +3.2% 16,893 $1.0M
Integrity Alliance, Llc. 0.04% New 16,881 $1.0M
Foundations Investment Advisors, LLC 0.02% Add +9.3% 16,781 $1.0M
Sittner & Nelson, LLC 0.44% Add +0.1% 16,747 $1.0M
Brown, Lisle/Cummings, Inc. 0.30% Reduce -0.9% 16,738 $1.0M
Avestar Capital, LLC 0.10% Add +12.4% 16,732 $1.0M
Ipswich Investment Management Co., Inc. 0.25% Reduce -10.2% 16,711 $1.0M
Cardinal Point Capital Management ULC 0.09% New 16,663 $1.0M
Bayforest Capital Ltd 0.44% Add +125.7% 16,656 $1.0M
Wealth Alliance Advisory Group, LLC 0.21% Reduce -3.9% 16,599 $1.0M
Old North State Trust, LLC 0.64% No change 17,891 $1.0M
Roman Butler Fullerton & Co. 0.39% Add +7.9% 20,178 $1.0M
Garrison Point Advisors, LLC 0.49% Add +1.2% 16,531 $1.0M
StoneX Group Inc. 0.06% Add +11.1% 16,515 $1.0M
Letson Investment Management, Inc. 0.41% No change 16,493 $1.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.06% No change 16,432 $1.0M
Van Strum & Towne Inc. 0.34% Reduce -4.1% 16,392 $1000K
Smithfield Trust Co 0.05% Reduce -4.9% 16,376 $999K
Hengehold Capital Management LLC 0.09% Add +0.0% 16,330 $996K
Abel Hall, LLC 0.60% Reduce -8.0% 16,323 $996K
Emerald Advisors, LLC 0.13% Add +3.0% 16,298 $994K
HUB Investment Partners, LLC 0.04% Reduce -3.0% 16,286 $993K
Main Street Research LLC 0.06% Add +6.5% 16,250 $991K
Atlas Brown,Inc. 0.35% Reduce -1.9% 16,238 $990K
Fruth Investment Management 0.27% No change 16,130 $983K
Moloney Securities Asset Management, LLC 0.13% Add +1.6% 16,033 $978K
Exencial Wealth Advisors, LLC 0.04% Reduce -4.6% 16,004 $976K
Raab & Moskowitz Asset Management LLC 0.25% Reduce -13.3% 15,995 $976K
San Luis Wealth Advisors LLC 0.22% Reduce -86.1% 15,987 $975K
Mayflower Financial Advisors, LLC 0.15% Add +36.4% 15,934 $972K
Cooper Financial Group 0.13% Add +12.0% 15,852 $967K
Optimum Investment Advisors 0.46% Reduce -0.5% 15,846 $966K
Demars Financial Group, LLC 0.41% Add +1.6% 15,842 $966K
Round Hill Asset Management 0.69% Add +50.0% 15,701 $958K
Ardent Capital Management, Inc. 0.41% No change 15,700 $958K
United Community Bank 0.36% Add +1.3% 15,676 $956K
Freestone Capital Holdings, LLC 0.04% Reduce -67.4% 15,633 $953K
Obsidian Cio, LLC 0.15% Reduce -4.5% 15,617 $952K
Crestwood Advisors Group, LLC 0.02% Add +38.4% 15,583 $950K
WESPAC Advisors, LLC 0.77% New 15,562 $949K
Alpha Cubed Investments, LLC 0.04% New 15,556 $949K
Knuff & Co LLC 0.32% Add +38.3% 15,538 $948K
Penobscot Investment Management Company, Inc. 0.09% Add +5.9% 15,492 $945K
Spinnaker Trust 0.06% Reduce -4.5% 15,318 $934K
Freedom Investment Management, Inc. 0.08% Reduce -14.4% 15,243 $930K
Pavion Blue Capital, LLC 0.44% No change 15,233 $929K
Cornell Pochily Investment Advisors, Inc. 0.33% Add +0.2% 15,186 $926K
Stonebrook Private Inc. 0.24% Add +0.2% 15,182 $926K
Fifth Third Wealth Advisors LLC 0.05% Reduce -4.7% 15,173 $925K
Burke & Herbert Bank & Trust Co. 0.22% Add +8.4% 15,131 $923K
Athena Investment Management 0.55% No change 14,915 $910K
Capital Investment Advisory Services, LLC 0.08% Add +10.4% 14,914 $910K
Towne Trust Company, N.A 0.32% Reduce -8.0% 14,861 $906K
Mirova 0.16% New 14,805 $903K
Jeppson Wealth Management, LLC 0.33% Reduce -1.8% 14,791 $902K
Park Edge Advisors, LLC 0.25% No change 14,777 $901K
Accredited Investors Inc. 0.06% Add +0.0% 14,757 $900K
denkapparat Operations GmbH 0.95% No change 14,748 $899K
KRS Capital Management, LLC 0.71% Add +22.5% 14,661 $894K
Cim Investment Management Inc. 0.20% Reduce -0.1% 14,660 $894K
WealthTrust Asset Management, LLC 0.66% New 14,649 $893K
Hillsdale Investment Management Inc. 0.05% Add +4.6% 14,640 $893K
Brass Tax Wealth Management, Inc. 0.19% Add +3.4% 14,554 $888K
Slagle Financial, LLC 0.39% Reduce -11.1% 14,513 $885K
Davis Investment Partners, LLC 0.39% Add +135.6% 17,224 $884K
Affinity Investment Advisors, LLC 0.72% Reduce -0.9% 14,492 $884K
Investment Partners, LTD. 0.37% Add +0.4% 14,438 $881K
WASHINGTON TRUST Co 0.03% Reduce -0.1% 14,432 $880K
Mitchell McLeod Pugh & Williams Inc. 0.18% Add +26.9% 14,401 $878K
Aries Wealth Management 0.24% Reduce -10.1% 14,379 $877K
Cohen Capital Management, Inc. 0.15% No change 14,350 $875K
Selway Asset Management 0.36% No change 14,331 $874K
Deseret Mutual Benefit Administrators 0.43% Add +9.6% 14,313 $873K
Meridian Management Co. 0.27% Reduce -49.9% 14,265 $870K
Impact Partnership Wealth, LLC 0.18% Reduce -21.1% 14,179 $865K
Van Hulzen Asset Management, LLC 0.08% Reduce -5.9% 14,134 $862K
Baldwin Investment Management, LLC 0.10% Add +50.4% 14,132 $862K
Legacy Capital Group California, Inc. 0.30% Add +114.6% 14,096 $860K
Davidson Trust Co. 0.41% Add +10.1% 14,064 $858K
Lynch & Associates 0.19% Add +82.9% 14,041 $856K
Compound Planning, Inc. 0.04% Add +9.8% 14,023 $855K
Principle Wealth Partners LLC 0.06% Reduce -4.1% 13,994 $853K
bLong Financial, LLC 0.76% Add +3.7% 13,963 $852K
Gibbs Wealth Management 0.21% Add +21.7% 13,952 $851K
Redwood Wealth Management Group, LLC 0.43% Add +5.2% 13,951 $851K
Private Wealth Partners, LLC 0.07% Add +8.1% 13,950 $851K
Bridges Investment Management Inc. 0.01% No change 13,926 $849K
LVM Capital Management Ltd. 0.09% Reduce -1.1% 13,900 $848K
Nicolet Advisory Services, LLC 0.08% Add +8.4% 16,720 $844K
Ransom Advisory, Ltd 0.42% Add +5.3% 13,826 $843K
Freestone Grove Partners LP 0.01% Reduce -10.7% 13,816 $843K
1620 Investment Advisors, Inc. 0.66% Add +0.8% 13,815 $843K
Quadrant Private Wealth Management, LLC 0.21% Reduce -5.0% 13,814 $843K
Manchester Capital Management LLC 0.10% Add +0.8% 13,806 $842K
Lebenthal Global Advisors, LLC 0.16% Add +0.9% 13,796 $841K
Sovereign Financial Group, Inc. 0.19% Reduce -3.0% 13,788 $841K
Vestmark Advisory Solutions, Inc. 0.02% Add +84.9% 13,771 $840K
Pinnacle West Asset Management, Inc. 0.60% Add +1.3% 13,725 $837K
Van Cleef Asset Management,Inc 0.09% Reduce -6.7% 13,685 $835K
Lansing Street Advisors 0.28% Reduce -5.3% 13,630 $831K
Angeles Wealth Management, LLC 0.07% Add +1.2% 13,577 $828K
Lantz Financial LLC 0.23% Reduce -5.1% 13,558 $827K
Commerzbank Aktiengesellschaft 0.02% No change 13,526 $825K
Lifeworks Advisors, LLC 0.14% Reduce -42.1% 13,523 $825K
Ameritas Advisory Services, LLC 0.03% Reduce -11.1% 14,048 $824K
Brooklyn Investment Group 0.18% Reduce -16.4% 13,432 $819K
City Holding Co. 0.12% Add +14.6% 13,383 $816K
Legacy Financial Advisors, Inc. 0.14% Add +6.5% 13,381 $816K
Quadcap Wealth Management, LLC 0.12% Reduce -31.8% 13,357 $815K
Argyle Capital Partners, LLC 0.70% Reduce -5.9% 13,349 $814K
Cornerstone Wealth Group, LLC 0.07% Reduce -5.7% 13,305 $811K
Capital Group Investment Management Pte. LTD. 0.17% No change 13,287 $810K
FourThought Financial Partners, LLC 0.08% Reduce -88.4% 13,249 $808K
Northcape Wealth Management, LLC 0.26% Add +33.1% 13,230 $807K
Boston Trust Walden Corp 0.01% No change 13,207 $805K
Physicians Financial Services, Inc. 0.26% Reduce -2.8% 13,206 $805K
OmniStar Financial Group, Inc. 0.63% New 13,152 $802K
Checchi Capital Advisers, LLC 0.06% Add +8.9% 13,114 $800K
United Advisor Group, LLC 0.16% Reduce -35.7% 13,106 $799K
Woodmont Investment Counsel LLC 0.06% Add +0.7% 13,096 $799K
Midland Wealth Advisors, LLC 0.05% Reduce -7.0% 13,095 $799K
Obermeyer Wealth Partners 0.04% Add +28.5% 13,090 $798K
Tempus Wealth Planning, LLC 0.24% Reduce -12.2% 13,088 $798K
Richwood Investment Advisors, LLC 0.68% Add +5.9% 13,078 $798K
Finer Wealth Management, Inc. 0.48% Reduce -17.7% 13,047 $796K
Headinvest, LLC 0.15% Reduce -18.9% 13,019 $794K
Chicago Partners Investment Group LLC 0.03% Reduce -9.4% 16,658 $793K
Capital Analysts, LLC 0.03% Reduce -3.2% 12,994 $793K
Vectors Research Management, LLC 0.28% Reduce -1.9% 13,000 $793K
Onyx Bridge Wealth Group LLC 0.11% Reduce -18.2% 12,949 $790K
Alpha Family Trust 0.46% No change 12,920 $788K
Chilton Investment Co. Inc. 0.02% Add +33.8% 12,881 $786K
YHB Investment Advisors, Inc. 0.07% No change 12,835 $783K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% Reduce -2.0% 12,779 $779K
Capital Advisory Group Advisory Services, LLC 0.30% Add +5.1% 12,735 $777K
Perkins Capital Management Inc. 0.82% Reduce -3.7% 12,730 $776K
Everett Harris & Co. 0.01% Reduce -1.0% 12,670 $773K
Prudent Man Advisors, LLC 0.28% Add +2.2% 12,585 $768K
Uncommon Cents Investing LLC 0.22% Add +0.1% 12,503 $763K
SageView Advisory Group, LLC 0.03% Add +5.5% 12,491 $762K
Lion Street Advisors, LLC 0.24% Reduce -1.2% 12,486 $762K
Gold Investment Management Ltd. 0.32% Reduce -2.5% 12,447 $759K
Anchor Investment Management, LLC 0.07% Reduce -14.2% 12,431 $758K
Concord Asset Management, LLC 0.17% Add +7.0% 15,559 $755K
Burney Co./ 0.03% Reduce -3.0% 12,368 $754K
Grandfield & Dodd, LLC 0.05% Reduce -4.6% 12,356 $754K
Waldron Private Wealth LLC 0.04% Reduce -56.6% 12,355 $754K
Harbor Investment Advisory, LLC 0.07% Reduce -5.7% 12,351 $753K
Simon Quick Advisors, LLC 0.04% Add +36.7% 12,348 $753K
Thompson Siegel & Walmsley LLC 0.01% Reduce -0.8% 12,354 $753K
Capital Advisors Inc. 0.01% Reduce -1.8% 12,340 $753K
Quotient Wealth Partners, LLC 0.02% Add +42.4% 12,317 $751K
ICONIQ Capital, LLC 0.01% Add +21.0% 12,317 $751K
Signet Financial Management, LLC 0.10% Reduce -8.0% 12,263 $748K
Strategic Blueprint, LLC 0.04% Reduce -3.4% 12,249 $747K
Baxter Bros Inc. 0.10% Reduce -7.6% 12,240 $747K
Atwood & Palmer Inc. 0.05% Add +4.3% 12,234 $746K
Keebeck Wealth Management 0.11% Reduce -43.6% 12,223 $745K
Clarendon Private LLC 0.78% Add +15.7% 12,174 $742K
Beam Wealth Advisors, Inc. 0.25% Reduce -6.2% 12,165 $742K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -2.3% 12,148 $741K
Nichols & Pratt Advisers LLP 0.05% Reduce -3.2% 12,145 $741K
Centaurus Financial, Inc. 0.04% Reduce -0.4% 12,122 $739K
Algert Global LLC 0.02% Reduce -88.3% 12,090 $737K
Summit Financial Wealth Advisors, LLC 0.15% No change 12,042 $734K
Waters Parkerson & Co., LLC 0.04% No change 12,005 $732K
PKO Investment Management Joint-Stock Co 0.08% Reduce -25.0% 12,000 $732K
Harris Associates (Oakmark Funds) 0.00% New 12,000 $732K
Plancorp, LLC 0.03% Add +0.0% 11,800 $720K
Financial Advocates Investment Management 0.05% Reduce -31.9% 11,776 $718K
VAUGHAN & Co SECURITIES, INC. 0.44% Reduce -27.0% 11,706 $714K
PARK CIRCLE Co 0.64% No change 11,700 $714K
Mendel Money Management 0.34% Add +0.7% 11,678 $712K
M Holdings Securities, Inc. 0.12% Reduce -4.8% 11,622 $709K
GeoWealth Management, LLC 0.03% Reduce -15.6% 11,617 $709K
Indiana Trust & Investment Management Co 0.26% Reduce -4.1% 11,609 $708K
Montecito Bank & Trust 0.13% Reduce -5.1% 11,604 $708K
Eisler Capital Management Ltd. 0.02% Reduce -43.9% 11,599 $707K
Apriem Advisors 0.08% Reduce -23.2% 11,506 $702K
Beaumont Financial Advisors, LLC 0.06% Reduce -1.9% 11,500 $701K
Everpar Advisors LLC 0.37% Reduce -5.4% 11,493 $701K
Harold Davidson & Associates Inc. 0.38% Reduce -1.1% 11,486 $701K
Retirement Planning Co of New England, Inc. 0.35% Reduce -0.5% 11,483 $700K
Flossbach Von Storch SE 0.00% New 11,465 $699K
Richard W. Paul & Associates, LLC 0.27% Reduce -1.1% 11,444 $698K
Keating Investment Counselors Inc. 0.21% No change 11,417 $696K
Estabrook Capital Management 0.11% No change 11,395 $695K
Juncture Wealth Strategies, LLC 0.27% Add +0.3% 11,372 $694K
Park Place Capital Corp 0.19% Reduce -10.9% 11,372 $694K
Cove Private Wealth, LLC 0.37% Add +26.1% 11,345 $692K
Aull & Monroe Investment Management Corp 0.34% Reduce -0.3% 11,337 $691K
Court Place Advisors, LLC 0.23% Reduce -8.4% 11,324 $691K
Solitude Financial Services 0.27% Add +9.7% 11,310 $690K
Trivium Point Advisory, LLC 0.09% Add +15.2% 11,281 $688K
Coastal Bridge Advisors, LLC 0.10% New 11,266 $687K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 14,158 $687K
Chicago Capital, LLC 0.02% No change 11,262 $687K
Morningstar Investment Management LLC 0.06% Reduce -44.0% 11,191 $683K
Roundview Capital LLC 0.05% Add +0.9% 11,197 $683K
First Financial Bank - Trust Division 0.07% Reduce -1.2% 11,168 $681K
First Nebraska Trust Co 0.07% Add +1.4% 11,140 $679K
Alpine Bank Wealth Management 0.11% — 11,110 $678K
Fort Sheridan Advisors LLC 0.10% Add +61.5% 11,102 $677K
Lindbrook Capital, LLC 0.06% Reduce -12.5% 11,073 $675K
Fiducient Advisors LLC 0.08% Add +58.0% 11,061 $675K
Pettinga Financial Advisors LLC 0.16% Reduce -0.5% 11,058 $674K
Krilogy Financial LLC 0.04% Add +8.5% 10,941 $667K
Rovin Capital /Ut/ 0.21% Reduce -23.6% 10,944 $667K
Legacy Private Trust Co. 0.05% Add +10.9% 10,819 $660K
Centennial Bank 0.31% Add +2.9% 10,784 $658K
WealthShield Partners, LLC 0.08% Add +0.8% 10,763 $656K
Steph & Co. 0.24% Reduce -4.9% 10,747 $655K
Avidian Wealth Enterprises, LLC 0.03% Reduce -13.9% 10,674 $651K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% Reduce -1.8% 10,664 $650K
Sunbelt Securities, Inc. 0.06% Reduce -47.1% 10,619 $648K
Red Door Wealth Management, LLC 0.10% Reduce -1.8% 10,592 $646K
FCG Investment Co 0.40% New 10,552 $644K
Secure Asset Management, LLC 0.13% Add +6.7% 10,512 $641K
Independence Bank of Kentucky 0.10% Reduce -0.9% 10,498 $640K
Beacon Investment Advisors LLC 0.30% Add +0.6% 10,494 $640K
Diversify Wealth Management, LLC 0.05% Reduce -7.9% 13,002 $640K
Visionary Horizons, LLC 0.45% Reduce -14.7% 10,423 $636K
Westmount Partners, LLC 0.19% Add +0.1% 10,384 $633K
Cherry Creek Investment Advisors, Inc. 0.33% Add +0.9% 10,363 $632K
Farmers National Bank 0.18% No change 10,362 $632K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +1.7% 10,432 $626K
626 Financial, LLC 0.32% Add +1.7% 10,226 $624K
Lanark Financial, Inc. 0.05% — 10,221 $623K
HCR Wealth Advisors 0.08% Reduce -2.6% 10,213 $623K
Orange Investment Advisors, Inc. 0.07% Reduce -3.0% 10,209 $623K
CTC Alternative Strategies, Ltd. 0.76% New 10,200 $622K
Biltmore Family Office, LLC 0.11% No change 10,192 $622K
Glen Eagle Advisors, LLC 0.10% Add +197.2% 10,190 $622K
Aurdan Capital Management, LLC 0.23% Add +1.6% 10,163 $620K
Alta Advisers Ltd 0.26% Add +50.4% 10,150 $619K
E Fund Management Co., Ltd. 0.03% Reduce -6.2% 10,142 $619K
Union Savings Bank 0.30% Add +0.4% 10,137 $618K
New Hampshire Trust 0.14% Add +0.3% 10,125 $618K
Broderick Brian C 0.13% Reduce -14.4% 10,117 $617K
MRP Capital Investments, LLC 0.58% Add +8.0% 10,108 $616K
Paradigm Capital Management Inc. 0.03% No change 10,100 $616K
Welch Group, LLC 0.03% Reduce -14.1% 10,210 $613K
Legacy Wealth Asset Management, LLC 0.17% Add +0.5% 10,036 $612K
MassMutual Private Wealth & Trust, FSB 0.02% Add +15.5% 10,031 $612K
Confluence Wealth Services, Inc. 0.04% Reduce -1.2% 12,596 $611K
Founders Financial Securities LLC 0.05% Add +1.5% 12,569 $609K
Bill Few Associates, Inc. 0.22% Reduce -0.3% 9,962 $608K
Wolff Financial Management LLC 0.17% No change 9,950 $607K
Beacon Bank & Trust 0.15% Reduce -2.8% 9,951 $607K
BBR Partners, LLC 0.04% No change 9,912 $605K
Diligent Investors, LLC 0.15% Reduce -9.2% 9,898 $604K
Dark Forest Capital Management LP 0.03% Add +166.8% 9,872 $602K
Ameriflex Group, Inc. 0.25% Add +80.7% 9,872 $602K
Formidable Asset Management, LLC 0.10% Reduce -7.4% 9,860 $601K
LCM Capital Management Inc 0.35% Reduce -0.7% 9,855 $601K
Guardian Investment Management 0.51% Reduce -13.2% 9,850 $601K
Vista Investment Partners Ii, LLC 0.33% Reduce -0.0% 9,842 $600K
Pacific Point Advisors, LLC 0.33% No change 9,802 $598K
Argentarii, LLC 0.30% Add +122.0% 9,755 $595K
First Financial Corp. 0.29% Reduce -0.1% 9,742 $594K
Summit Securities Group LLC 0.41% Reduce -81.2% 9,700 $592K
Summit Asset Management, LLC 0.10% Add +22.5% 9,695 $591K
LeClair Wealth Partners LLC 0.43% Add +0.3% 9,689 $591K
MADDEN SECURITIES Corp 0.23% Add +1.1% 9,680 $590K
Nautilus Advisors LLC 0.49% Reduce -1.0% 9,646 $588K
Petros Family Wealth, LLC 0.65% Add +0.8% 9,633 $588K
Leigh Baldwin & Co., LLC 0.47% Add +1.9% 9,625 $587K
Penn Mutual Asset Management 1.48% No change 9,600 $586K
Coastline Trust Co 0.07% Reduce -0.3% 9,592 $585K
North Star Asset Management Inc. 0.03% Reduce -20.4% 9,577 $584K
Kathmere Capital Management, LLC 0.05% Reduce -10.0% 9,574 $584K
TRUE Private Wealth Advisors 0.07% Add +3.8% 9,561 $583K
Wealth Dimensions Group, Ltd. 0.14% Add +4.4% 9,532 $581K
Cyndeo Wealth Partners, LLC 0.04% Reduce -0.0% 9,529 $581K
Advisory Alpha, LLC 0.02% Add +10.2% 9,521 $581K
Pathway Financial Advisers, LLC 0.20% Add +5.4% 9,521 $581K
Integrated Investment Consultants, LLC 0.12% Reduce -58.4% 9,512 $580K
Texas Bank & Trust Co 0.25% Reduce -28.1% 9,502 $580K
Investment Partners Asset Management, Inc. 0.45% Reduce -0.0% 9,497 $579K
Forbes J M & Co. LLP 0.06% Reduce -12.3% 9,484 $578K
CVA Family Office, LLC 0.09% Add +0.6% 9,469 $578K
Arete Wealth Advisors, LLC 0.04% Add +22.2% 9,467 $577K
BankPlus Wealth Management LLC 0.42% Add +2.7% 9,458 $577K
Axq Capital, LP 0.23% New 9,456 $577K
Wedmont Private Capital 0.03% Add +8.3% 11,362 $576K
Ipsen Advisor Group LLC 0.50% Add +0.7% 9,445 $576K
Abbot Financial Management, Inc. 0.30% No change 9,441 $576K
Seelaus Asset Management LLC 0.56% Reduce -5.9% 9,400 $573K
Crawford Investment Counsel Inc. 0.01% Add +10.8% 9,392 $573K
Boothbay Fund Management, LLC 0.02% Reduce -64.6% 9,350 $570K
Marble Harbor Investment Counsel, LLC 0.06% Reduce -13.0% 9,343 $570K
Walter & Keenan Wealth Management LLC /in/ 0.17% Add +1.3% 9,341 $570K
Graham Capital Management, L.P. 0.03% New 9,314 $568K
Smith Salley Wealth Management 0.04% No change 9,296 $567K
Old North State Wealth Management, LLC 0.32% Reduce -0.2% 9,268 $566K
Prelude Capital Management, LLC 0.06% Reduce -64.4% 9,251 $564K
Aprio Wealth Management, LLC 0.07% Add +11.6% 9,239 $563K
Hohimer Wealth Management, LLC 0.11% Reduce -86.3% 9,233 $563K
Colonial Trust Co / SC 0.09% Reduce -8.0% 9,214 $562K
Ridgecrest Wealth Partners, LLC 0.29% Add +5.7% 9,211 $562K
First National Bank Sioux Falls 0.23% No change 9,195 $561K
Stonebridge Financial Group, LLC 0.06% Reduce -6.6% 9,192 $561K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -9.5% 9,191 $561K
Leonteq Securities AG 0.04% New 9,200 $561K
Pure Financial Advisors, LLC 0.01% Add +17.5% 9,174 $560K
Cassaday & Co Wealth Management LLC 0.02% Reduce -3.4% 9,169 $559K
Shepherd Financial Partners LLC 0.07% Reduce -2.8% 9,164 $559K
Everhart Financial Group, Inc. 0.08% Add +21.0% 9,156 $558K
Tompkins Financial Corp. 0.05% Add +2.5% 9,151 $558K
Signature Estate & Investment Advisors LLC 0.01% Add +4.7% 9,134 $557K
Barry Investment Advisors, LLC 0.15% Add +0.6% 9,062 $553K
Apexium Financial, LP 0.03% Add +4.9% 9,058 $552K
Texas Yale Capital Corp. 0.02% No change 9,050 $552K
Ausdal Financial Partners, Inc. 0.04% Add +23.4% 9,047 $552K
Ironwood Financial, llc 0.12% No change 9,029 $551K
Phillips Wealth Planners LLC 0.58% Reduce -7.8% 10,859 $551K
Kercheville Advisors, LLC 0.22% Add +143.5% 9,001 $549K
Cornerstone Capital, Inc. 0.06% Reduce -4.9% 8,985 $548K
Inscription Capital, LLC 0.09% — 10,080 $547K
James J. Burns & Company, LLC 0.10% No change 8,953 $546K
MSH Capital Advisors LLC 0.17% Reduce -5.3% 8,947 $546K
City State Bank 0.18% Reduce -0.7% 8,940 $545K
Cape Cod Five Cents Savings Bank 0.05% No change 10,537 $545K
Schnieders Capital Management LLC 0.12% No change 8,903 $543K
Broadwater Capital Management LLC 0.42% No change 8,900 $543K
SYM FINANCIAL Corp 0.07% Reduce -2.2% 8,892 $542K
TBH Global Asset Management, LLC 0.10% Add +0.6% 8,873 $541K
Widmann Financial Services, Inc. 0.42% Add +11.4% 8,866 $541K
Drive Wealth Management, LLC 0.13% Reduce -0.2% 8,862 $541K
Dumont & Blake Investment Advisors LLC 0.15% Reduce -0.1% 8,832 $539K
Mitchell Sinkler & Starr 0.15% Reduce -1.2% 8,780 $535K
Cohen Investment Advisors LLC 0.31% Reduce -0.3% 8,779 $535K
Aspire Private Capital, LLC 0.13% Add +14.8% 8,771 $535K
Trust Co 0.06% Reduce -35.3% 8,765 $535K
Marathon Capital Management 0.14% Reduce -0.5% 8,764 $535K
Investors Research Corp 0.12% Reduce -4.5% 8,756 $534K
O'ROURKE & COMPANY, Inc 0.26% Add +14.1% 8,744 $533K
SOL Capital Management CO 0.06% Add +3.6% 8,718 $532K
McDaniel Terry & Co. 0.05% No change 8,720 $532K
Norway Savings Bank 0.30% Reduce -2.6% 8,678 $529K
L. Roy Papp & Associates, LLP 0.06% Reduce -14.0% 8,676 $529K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 8,658 $528K
Haven Capital Group, Inc. 0.58% Reduce -4.5% 8,664 $528K
Powell Investment Advisors, LLC 0.26% No change 8,653 $528K
Perritt Capital Management Inc 0.29% Reduce -8.7% 8,632 $527K
Commons Capital, LLC 0.48% Add +0.8% 8,570 $523K
Graybill Wealth Management, LTD. 0.18% — 8,567 $523K
Schechter Investment Advisors, LLC 0.04% Reduce -9.9% 8,547 $521K
Bath Savings Trust Co 0.05% Reduce -7.1% 8,545 $521K
Meadow Creek Wealth Advisors LLC 0.39% Add +0.7% 8,539 $521K
Shufro Rose & Co. LLC 0.04% Reduce -0.7% 8,500 $518K
Sage Mountain Advisors LLC 0.04% Add +6.6% 8,490 $518K
National Wealth Management Group, LLC 0.34% Add +87.8% 8,475 $517K
American Alpha Advisors, LLC 0.46% Reduce -7.3% 8,455 $516K
Occidental Asset Management, LLC 0.08% Reduce -15.9% 8,433 $514K
Brandywine Oak Private Wealth LLC 0.05% No change 8,426 $514K
Investors Asset Management of Georgia Inc. /Ga/ 0.26% Reduce -1.7% 8,408 $513K
Callahan Advisors, LLC 0.05% Reduce -2.1% 8,396 $512K
Sumitomo Life Insurance Co. 0.02% Reduce -1.1% 8,383 $511K
Empower Advisory Group, LLC 0.00% Add +2.5% 8,368 $510K
Hara Capital LLC 0.34% Reduce -19.0% 8,367 $510K
Catalyst Financial Partners LLC 0.09% Add +8.3% 8,351 $509K
BSW Wealth Partners 0.08% Reduce -12.6% 8,340 $509K
Diversify Advisory Services, LLC 0.03% Reduce -0.5% 10,320 $508K
Fullerton Fund Management Co Ltd. 0.03% New 8,297 $506K
Founders Financial Alliance, LLC 0.12% Reduce -1.1% 8,286 $505K
Apella Capital, LLC 0.02% Add +58.4% 9,367 $503K
Clark Financial Services Group Inc. 0.35% Add +37.6% 8,248 $503K
Accredited Wealth Management, LLC 0.42% Reduce -2.5% 8,237 $502K
Aspen Investment Management Inc 0.23% Add +0.2% 8,232 $502K
Acorn Wealth Advisors, LLC 0.21% Add +0.8% 8,203 $500K
Prosperity Consulting Group, LLC 0.04% Reduce -21.8% 8,199 $500K
Enterprise Financial Services Corp 0.30% Reduce -2.5% 8,186 $499K
Code Waechter LLC 0.41% New 8,181 $499K
Murphy, Middleton, Hinkle & Parker, Inc. 0.28% No change 8,145 $497K
Callan Family Office, LLC 0.04% Reduce -30.1% 8,134 $496K
Howe & Rusling Inc. 0.04% No change 8,128 $496K
TOWER TRUST & INVESTMENT Co 0.40% — 9,872 $496K
Unified Investment Management 0.58% Reduce -66.7% 8,111 $495K
GC Wealth Management RIA, LLC 0.09% Reduce -1.6% 8,106 $494K
Krane Funds Advisors LLC 0.01% Reduce -11.0% 8,090 $493K
Beacon Investment Advisory Services, Inc. 0.02% Add +2.7% 8,063 $492K
Benin Management CORP 0.14% Add +4.2% 8,063 $492K
Walker Asset Management, LLC 0.30% Add +0.9% 8,059 $491K
SCS Capital Management LLC 0.01% New 8,058 $491K
Northeast Investment Management 0.02% Reduce -7.9% 7,960 $485K
Beverly Hills Private Wealth, LLC 0.10% Add +1.0% 7,928 $484K
Stone Summit Wealth LLC 0.16% No change 7,920 $483K
Allred Capital Management, LLC 0.19% Reduce -0.8% 7,906 $482K
Allegheny Financial Group 0.12% Reduce -9.5% 7,893 $481K
LBMC Investment Advisors, LLC 0.04% Reduce -0.1% 7,880 $481K
PDS Planning, Inc 0.04% Add +16.6% 7,851 $479K
Heritage Wealth Management, Inc. 0.16% Reduce -4.3% 7,835 $478K
New Wave Wealth Advisors LLC 0.21% Add +7571.6% 7,825 $477K
Bank Ozk 0.20% Reduce -8.4% 7,820 $477K
Palacios Wealth Management, LLC 0.35% No change 7,816 $477K
Farmers Trust Co. 0.09% Reduce -2.4% 7,814 $477K
Atala Financial Inc 0.35% No change 7,804 $476K
Castle Rock Wealth Management, LLC 0.13% Reduce -7.7% 7,983 $476K
Uhlmann Price Securities, LLC 0.35% Add +6.4% 7,754 $473K
State of Wyoming 0.06% Reduce -3.1% 7,739 $472K
Berger Financial Group, Inc 0.03% Reduce -92.6% 7,730 $471K
Aspiriant, LLC 0.02% Add +2.1% 7,729 $471K
Westside Investment Management, Inc. 0.10% Add +2.7% 7,711 $470K
Cottage Street Advisors LLC 0.23% Reduce -6.8% 7,696 $469K
Gables Capital Management Inc. 0.23% No change 7,659 $467K
Bryn Mawr Trust Advisors, LLC 0.03% Add +0.8% 7,654 $467K
Arrow Financial Corp 0.05% Reduce -0.3% 7,644 $466K
Horst & Graben Wealth Management LLC 0.08% Add +0.7% 7,589 $463K
Fort Point Capital Partners LLC 0.05% Reduce -6.9% 7,551 $461K
Prairie Sky Financial Group LLC 0.27% No change 7,546 $460K
Magnus Financial Group LLC 0.04% Reduce -3.5% 7,537 $460K
Vaughan David Investments LLC 0.01% Reduce -4.3% 7,518 $459K
Chesapeake Wealth Management 0.16% Reduce -1.3% 7,525 $459K
Klingenstein Fields & Co. LP 0.02% Reduce -6.7% 7,524 $459K
KG Capital Management 0.15% Reduce -52.1% 7,515 $459K
Davis R M Inc. 0.01% Add +28.7% 7,504 $458K
Kapstone Financial Advisors LLC 0.26% Reduce -25.2% 7,473 $456K
Navellier & Associates Inc. 0.06% Reduce -35.7% 9,100 $456K
Laurel Wealth Advisors LLC 0.07% No change 7,450 $454K
Wallace Advisory Group, LLC 0.31% Add +0.8% 8,031 $454K
Parvin Asset Management, LLC 0.51% Add +0.5% 7,435 $453K
Trust Point Inc. 0.04% Reduce -21.3% 7,417 $452K
M.E. Allison & Co., Inc. 0.45% Add +0.0% 7,413 $452K
River Wealth Advisors LLC 0.06% Reduce -0.2% 7,408 $452K
Riverbend Wealth Management, LLC 0.40% Reduce -4.0% 7,385 $450K
L.M. Kohn & Company 0.12% Add +0.1% 7,365 $449K
Total Wealth Planning & Management, Inc. 0.46% No change 7,358 $449K
Richards, Merrill & Peterson, Inc. 0.23% Reduce -1.5% 7,344 $448K
Trace Wealth Advisors, LLC 0.40% Add +0.0% 7,343 $448K
Kentucky Trust Co 0.26% Add +6.3% 7,305 $446K
Journey Strategic Wealth LLC 0.02% Add +2.0% 7,297 $445K
Bank of New Hampshire 0.12% Add +2.3% 7,297 $445K
Duncan Williams Asset Management, LLC 0.16% Add +0.0% 7,270 $443K
MKT Advisors LLC 0.21% Add +0.0% 7,981 $440K
Horan Securities, Inc. 0.17% Add +0.7% 7,213 $440K
Blue Fin Capital, Inc. 0.09% Reduce -0.8% 7,213 $440K
Samalin Investment Counsel, LLC 0.18% Reduce -2.9% 7,208 $440K
King Wealth Management Group 0.07% Reduce -1.3% 7,199 $439K
Flagship Wealth Advisors, LLC 0.18% Add +28.1% 7,196 $439K
New South Capital Management Inc. 0.02% No change 7,189 $438K
Jump Financial, LLC 0.01% New 7,188 $438K
One Charles Private Wealth Services, LLC 0.14% Reduce -4.5% 7,175 $438K
Bailard, Inc. 0.01% Add +25.9% 7,160 $437K
Brooks, Moore & Associates, Inc. 0.25% No change 7,144 $436K
EverSource Wealth Advisors, LLC 0.02% Reduce -6.1% 7,139 $435K
McBroom & Associates, LLC 0.25% New 7,137 $435K
FAS Wealth Partners, Inc. 0.04% Reduce -4.2% 7,132 $435K
SkyView Investment Advisors, LLC 0.07% New 7,121 $434K
Hudson Bay Capital Management LP 0.00% New 7,114 $434K
MCF Advisors LLC 0.03% Reduce -0.4% 7,109 $434K
Commonwealth Financial Services, LLC 0.09% Add +2.4% 7,072 $431K
Calamos Wealth Management LLC 0.02% Reduce -36.5% 7,067 $431K
Crescent Sterling, Ltd. 0.44% No change 7,066 $431K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +21.4% 7,062 $431K
Csenge Advisory Group 0.02% Reduce -12.0% 8,692 $428K
Ashton Thomas Securities, LLC 0.12% New 7,001 $427K
Earned Wealth Advisors, LLC 0.09% Add +13.1% 6,998 $427K
Advyzon Investment Management, LLC 0.15% Reduce -13.8% 6,989 $426K
Advisors Management Group Inc. 0.09% Add +0.0% 6,985 $426K
Cross Staff Investments Inc 0.32% Add +0.1% 6,978 $426K
Albert D Mason Inc. 0.29% Reduce -3.5% 6,963 $425K
Tudor Financial Inc. 0.25% Add +6.0% 6,957 $424K
Baker Tilly Wealth Management, LLC 0.17% Add +15.1% 6,956 $424K
Alhambra Investment Management LLC 0.22% Reduce -3.9% 6,948 $424K
Leo Wealth, LLC 0.06% Reduce -53.6% 6,946 $424K
Natural Investments, LLC 0.12% Reduce -0.1% 6,951 $423K
Causey Wealth LLC 0.24% No change 6,934 $423K
Becker Capital Management Inc. 0.01% No change 6,912 $422K
Old Mission Investment Co LLC 0.13% Add +0.5% 6,888 $420K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -6.0% 6,874 $419K
McDonald Partners LLC 0.11% Reduce -1.9% 6,873 $419K
FSM Wealth Advisors, LLC 0.09% Add +13.8% 6,873 $419K
WealthPlan Investment Management, LLC 0.04% Add +4.6% 6,835 $417K
Souders Financial Advisors 0.06% Add +7.4% 6,833 $417K
Valley Brook Capital Group, Inc. 0.33% Reduce -6.8% 6,820 $416K
Callan Capital, LLC 0.03% Add +6.8% 6,813 $416K
Keel Point, LLC 0.03% Add +20.4% 6,800 $415K
Atalanta Sosnoff Capital, LLC 0.01% Add +16.8% 6,792 $414K
Alan B Lancz & Associates, Inc. 0.44% No change 6,750 $412K
JGP Global Gestao de Recursos Ltda. 0.31% New 6,734 $411K
Burford Brothers, Inc. 0.20% Add +0.1% 6,726 $410K
Wealth Advisory Solutions, LLC 0.11% Add +0.2% 6,723 $410K
Gsa Capital Partners LLP 0.04% New 6,713 $409K
Cromwell Holdings LLC 0.26% No change 6,705 $409K
Wilkins Investment Counsel Inc. 0.06% Reduce -11.4% 6,700 $409K
Nations Financial Group Inc, /Ia/ 0.03% Add +8.8% 6,690 $408K
Severin Investments, LLC 0.41% Add +3.7% 6,691 $408K
Columbia Asset Management 0.08% No change 6,690 $408K
Smallwood Wealth Investment Management, LLC 0.26% Add +0.0% 6,682 $408K
Fortitude Family Office, LLC 0.15% Reduce -30.1% 6,671 $407K
Boston Research & Management Inc. 0.10% No change 6,660 $406K
CoreFirst Bank & Trust 0.26% No change 6,657 $406K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% New 6,816 $406K
O'Neil Global Advisors, Inc. 0.77% New 6,634 $405K
Financial Partners Group, LLC 0.18% No change 6,639 $405K
QTR Family Wealth, LLC 0.30% — 6,630 $404K
Venturi Wealth Management, LLC 0.02% Add +10.0% 6,628 $404K
Hardy Reed LLC 0.04% Add +1.9% 6,628 $404K
Asset Dedication, LLC 0.03% Reduce -54.4% 6,612 $403K
Fiera Capital Corp 0.00% No change 6,611 $403K
KPP Advisory Services LLC 0.08% Reduce -0.7% 6,578 $401K
RS Crum Inc. 0.11% Add +0.9% 6,570 $401K
Impact Capital Partners LLC 0.14% Add +1.2% 6,556 $400K
Baader Bank Aktiengesellschaft 0.04% Add +45.0% 6,864 $399K
NWF Advisory Services Inc. 0.06% New 6,539 $399K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +0.1% 6,520 $398K
Synergy Asset Management, LLC 0.05% Add +50.2% 6,510 $397K
Moss Adams Wealth Advisors LLC 0.04% Add +22.6% 6,492 $396K
Eagle Bay Advisors LLC 0.34% Reduce -0.5% 6,486 $396K
Ellevest, Inc. 0.03% Reduce -38.0% 6,443 $393K
Bridgewater Advisors Inc. 0.03% New 7,968 $392K
MTM Financial Group, LLC 0.23% Reduce -7.2% 6,429 $392K
Hazlett, Burt & Watson, Inc. 0.18% Reduce -0.3% 6,428 $392K
Verus Capital Partners, LLC 0.04% Add +4.5% 6,421 $392K
1858 Wealth Management, LLC 0.33% Add +3.6% 6,421 $392K
Chancellor Financial Group WB LP 0.32% Reduce -26.1% 6,408 $391K
Walleye Capital LLC 0.00% Reduce -93.7% 6,406 $391K
Zhang Financial LLC 0.02% Add +9.8% 6,395 $390K
Breed's Hill Capital LLC 0.21% New 6,394 $390K
Strategic Advisors LLC 0.08% New 6,390 $390K
Cozad Asset Management Inc. 0.04% Reduce -0.8% 6,357 $388K
Sound Income Strategies, LLC 0.02% Add +5.6% 6,350 $387K
Keystone Wealth Services, LLC 0.10% Reduce -1.8% 6,346 $387K
Sax Wealth Advisors, LLC 0.03% Add +5.1% 6,343 $387K
VeraBank, N.A. 0.11% Add +0.5% 6,337 $386K
GHP Investment Advisors, Inc. 0.02% No change 6,333 $386K
MFA Wealth Services 0.32% Reduce -0.6% 6,322 $386K
Tyche Wealth Partners LLC 0.08% Add +10.3% 6,321 $386K
Cordgrass Capital Advisors, LLC 0.11% No change 6,318 $385K
Millstone Evans Group, LLC 0.26% Reduce -0.9% 6,318 $385K
Silver Oak Securities, Incorporated 0.04% Reduce -8.3% 6,414 $385K
Patriot Investment Management Group, Inc. 0.03% Reduce -1.2% 6,310 $385K
Roberts Financial Services LLC 0.07% No change 6,300 $384K
Grace & White Inc. 0.07% No change 6,293 $384K
CNB Bank 0.19% Reduce -8.0% 6,291 $384K
Key Financial Inc 0.08% Reduce -8.0% 6,289 $384K
First Bancorp, Inc 0.25% No change 6,285 $383K
Barrett & Company, Inc. 0.16% Reduce -0.2% 6,273 $383K
Aberdeen Wealth Management LLC 0.26% No change 6,266 $382K
Grant Private Wealth Management Inc 0.41% Add +8.2% 6,254 $381K
Novare Capital Management LLC 0.03% No change 6,250 $381K
Ironwood Investment Management LLC 0.21% No change 6,239 $381K
Signet Investment Advisory Group, Inc. 0.19% Reduce -24.7% 6,224 $380K
Ifrah Financial Services, Inc. 0.11% Reduce -2.5% 6,222 $379K
Hilton Capital Management, LLC 0.03% No change 6,220 $379K
One Wealth Advisors, LLC 0.06% Reduce -1.0% 6,215 $379K
Naviter Wealth, LLC 0.05% Reduce -35.6% 6,315 $379K
New England Capital Financial Advisors LLC 0.19% Reduce -3.0% 6,187 $377K
Regal Investment Advisors LLC 0.03% Reduce -0.4% 6,185 $377K
Denver PWM, LLC 0.14% New 6,150 $375K
Regatta Capital Group, LLC 0.07% Add +0.9% 6,145 $375K
Traynor Capital Management, Inc. 0.03% Reduce -15.6% 6,139 $374K
Tilson Financial Group, Inc. 0.15% Add +0.1% 6,124 $374K
WNY Asset Management, LLC 0.04% Add +12.3% 6,123 $373K
Salzhauer Michael 0.24% No change 6,117 $373K
Oakworth Capital, Inc. 0.03% Add +10.2% 6,099 $372K
West Family Investments, Inc. 0.14% Reduce -9.2% 6,091 $371K
Evelyn Partners Investment Management LLP 0.01% No change 6,091 $371K
Lewis Asset Management, LLC 0.31% Reduce -6.1% 6,081 $371K
WT Wealth Management 0.12% No change 6,080 $371K
JNBA Financial Advisors 0.04% Add +3.0% 6,079 $371K
Ritter Daniher Financial Advisory LLC / DE 0.10% Add +0.8% 6,063 $370K
Wealth Architects, LLC 0.04% Add +1.1% 6,031 $368K
Capstone Wealth Management Group LLC 0.29% No change 6,028 $368K
Abacus Planning Group, Inc. 0.06% Add +1.3% 6,019 $367K
Mather Group, Llc. 0.00% Reduce -1.9% 6,003 $366K
St. Clair Advisors, LLC 0.10% No change 6,000 $366K
Advisor OS, LLC 0.04% Add +9.8% 5,994 $366K
Ferguson Shapiro LLC 0.14% Add +0.1% 5,993 $365K
MBA Advisors LLC 0.18% Add +2.0% 5,990 $365K
Cornerstone Advisory, LLC 0.04% Add +2.4% 7,677 $365K
MBL Wealth, LLC 0.04% Add +27.8% 5,974 $364K
Parcion Private Wealth LLC 0.03% Add +18.6% 5,958 $363K
Whalerock Point Partners, LLC 0.09% Reduce -3.3% 5,946 $363K
Annex Advisory Services, LLC 0.01% Reduce -12.5% 5,945 $363K
Perennial Investment Advisors, LLC 0.04% Add +11.6% 5,944 $362K
Empire Financial Management Company, LLC 0.11% No change 5,940 $362K
TCI Wealth Advisors, Inc. 0.03% Add +6.7% 5,940 $362K
OneAscent Wealth Management LLC 0.16% Add +8.5% 5,940 $362K
Wedgewood Investors Inc. 0.43% Reduce -1.7% 5,930 $362K
Atlantic Family Wealth, LLC 0.33% Add +4.4% 5,921 $361K
Sunpointe, LLC 0.19% Reduce -7.5% 5,919 $361K
Capital Square, LLC 0.21% Add +0.8% 5,894 $359K
Thrive Wealth Management, LLC 0.07% Add +4.1% 5,875 $358K
Bridge Creek Capital Management LLC 0.11% Add +3.1% 5,851 $357K
Spirepoint Private Client, LLC 0.05% Reduce -0.2% 5,835 $356K
Childress Capital Advisors, LLC 0.10% Reduce -16.9% 5,829 $356K
Todd Asset Management LLC 0.01% Add +1.1% 5,825 $355K
Trustco Bank Corp. N Y 0.38% Reduce -5.7% 5,821 $355K
BCS Wealth Management 0.09% Add +0.1% 5,826 $355K
Mirabaud & Cie SA 0.12% No change 5,820 $355K
Clearview Wealth Advisors LLC 0.27% Reduce -3.2% 5,820 $355K
First United Bank & Trust 0.13% Reduce -23.2% 5,791 $353K
Bank of Stockton 0.11% Add +0.6% 5,778 $352K
Group One Trading LLC 0.01% New 5,773 $352K
Townsend Asset Management Corp. /NC/ 0.14% Reduce -34.8% 5,764 $352K
Iron Gate Global Advisors LLC 0.05% No change 5,760 $351K
Nilsine Partners, LLC 0.04% Reduce -9.0% 5,751 $351K
Gould Asset Management LLC 0.07% Reduce -4.2% 5,747 $351K
Baker Ellis Asset Management LLC 0.05% No change 5,730 $349K
Pps&v Asset Management Consultants, Inc. 0.25% Reduce -1.7% 5,727 $349K
PKS Advisory Services, LLC 0.10% Add +7.2% 5,757 $349K
Cascade Investment Group, Inc. 0.27% No change 5,714 $348K
WoodTrust Financial Corp 0.05% Reduce -0.5% 5,706 $348K
Armstrong Advisory Group, Inc. 0.03% No change 6,148 $348K
Saranac Partners Ltd 0.20% Add +15.7% 5,701 $348K
FDx Advisors, Inc. 0.11% Reduce -12.2% 5,690 $347K
O'Brien Greene & Co. Inc 0.12% Reduce -0.1% 5,676 $346K
LMCG Investments, LLC 0.02% No change 5,673 $346K
McLean Asset Management Corp 0.11% Reduce -2.3% 6,511 $346K
Brave Asset Management Inc. 0.11% Reduce -11.7% 5,650 $345K
Core Wealth Partners LLC 0.20% Add +0.4% 5,645 $344K
Lyell Wealth Management, LP 0.03% No change 5,645 $344K
Northstar Group, Inc. 0.06% Add +5.9% 5,639 $344K
Kiker Wealth Management, LLC 0.23% Reduce -7.3% 5,630 $343K
LRI Investments, LLC 0.03% Add +34.3% 5,627 $343K
Sentry Investment Management LLC 0.23% Reduce -23.0% 6,185 $341K
Silverlake Wealth Management LLC 0.13% Add +0.1% 5,566 $339K
Beacon Bridge Wealth Partners, LLC 0.14% Add +0.5% 5,552 $339K
Parr McKnight Wealth Management Group, LLC 0.05% Add +0.1% 5,542 $338K
Genesee Capital Advisors, LLC 0.17% Add +6.5% 5,541 $338K
McAdam, LLC 0.02% Reduce -42.6% 5,538 $338K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 5,536 $338K
Sterneck Capital Management, LLC 0.18% Reduce -8.9% 5,522 $337K
Graves Light Lenhart Wealth, Inc. 0.04% Add +0.1% 5,521 $337K
Sovran Advisors, LLC 0.04% Add +39.4% 6,839 $337K
Avior Wealth Management, LLC 0.01% Add +38.9% 5,503 $336K
Guardian Wealth Advisors, LLC / NC 0.03% Add +5.5% 5,486 $335K
Birch Hill Investment Advisors LLC 0.02% Reduce -31.5% 5,482 $334K
Gradient Investments LLC 0.01% Reduce -3.4% 5,456 $333K
Murphy & Mullick Capital Management Corp 0.32% Add +0.0% 5,438 $332K
Riversedge Advisors, LLC 0.07% Reduce -3.5% 5,435 $331K
PFC Capital Group, Inc. 0.17% New 5,436 $331K
Peoples Bank 0.22% Reduce -5.1% 5,419 $331K
Tyler-Stone Wealth Management 0.06% Add +3.7% 5,419 $330K
Orrstown Financial Services Inc. 0.08% Reduce -36.3% 5,411 $330K
Hudock, Inc. 0.06% Reduce -1.0% 5,407 $330K
Vista Investment Partners LLC 0.10% Add +3.0% 5,402 $329K
Crews Bank & Trust 0.06% Reduce -9.0% 5,391 $329K
Trilogy Capital Inc. 0.02% Reduce -77.7% 5,378 $328K
CYBER HORNET ETFs LLC 0.33% Add +0.0% 5,369 $327K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +18.9% 5,368 $327K
Millennium Capital Advisors, LLC 0.24% Add +0.3% 5,363 $327K
RMR Wealth Builders 0.03% Reduce -6.0% 5,347 $326K
Richard P Slaughter Associates Inc 0.08% Reduce -84.7% 5,327 $325K
EPG Wealth Management LLC 0.09% Reduce -2.9% 5,317 $324K
Cravens & Co Advisors, LLC 0.25% Add +0.3% 5,304 $323K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +6.6% 5,303 $323K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -7.0% 5,301 $323K
Roof Eidam Maycock Peralta, LLC 0.09% Reduce -5.4% 5,300 $323K
Proficio Capital Partners LLC 0.03% Add +24.6% 5,296 $323K
MBB Public Markets I LLC 0.04% New 5,295 $323K
Meiji Yasuda Life Insurance Co 0.01% Add +2.1% 5,280 $322K
Cary Street Partners Investment Advisory LLC 0.19% Add +18.7% 5,267 $321K
Accurate Wealth Management, LLC 0.06% Add +3.0% 6,323 $321K
Peddock Capital Advisors, LLC 0.08% Add +2.1% 5,256 $321K
Boltwood Capital Management 0.10% Add +11.5% 5,245 $320K
Ellis Investment Partners, LLC 0.07% Add +1.0% 5,240 $320K
Caldwell Sutter Capital, Inc. 0.15% Add +1.7% 5,237 $319K
Wellington Shields Capital Management, LLC 0.06% Reduce -32.7% 5,214 $318K
Sheets Smith Wealth Management 0.04% Add +0.0% 5,209 $318K
RiverFront Investment Group, LLC 0.01% New 5,203 $317K
Evoke Wealth, LLC 0.01% Reduce -5.0% 5,198 $317K
ProVise Management Group, LLC 0.03% Reduce -1.7% 5,195 $317K
Wrapmanager Inc. 0.08% Reduce -16.3% 5,192 $317K
JB Capital LLC 0.02% Reduce -8.5% 5,186 $316K
Stonehaven Wealth & Tax Solutions, LLC 0.33% Add +7.2% 5,182 $316K
Allegiance Financial Group Advisory Services LLC 0.10% Add +7.6% 5,177 $316K
Adell Harriman & Carpenter Inc. 0.02% No change 5,175 $316K
Gitterman Wealth Management, LLC 0.08% New 5,166 $315K
PCG Asset Management, LLC 0.29% Reduce -1.9% 5,150 $314K
Cook Wealth, LLC 0.15% Reduce -20.5% 6,300 $313K
Capital Investment Counsel, Inc 0.05% No change 5,124 $313K
Satovsky Asset Management LLC 0.07% Reduce -4.9% 5,108 $312K
CWC Advisors, LLC. 0.18% Add +0.2% 5,100 $311K
Sand Hill Global Advisors, LLC 0.01% Reduce -3.2% 5,097 $311K
Watts Gwilliam & Co., LLC 0.07% Add +0.7% 5,096 $311K
Lodestar Private Asset Management LLC 0.04% Add +12.0% 5,093 $311K
Union Bancaire Privee, UBP SA 0.01% Reduce -4.5% 5,643 $311K
Diversified Enterprises, LLC 0.03% New 5,071 $309K
Ignite Planners, LLC 0.06% New 6,224 $309K
Keystone Financial Group 0.03% Add +24.8% 5,053 $308K
Tradewinds, LLC. 0.09% No change 5,042 $308K
SOA Wealth Advisors, LLC. 0.06% Add +7.5% 5,036 $307K
OneAscent Investment Solutions LLC 0.36% — 5,028 $307K
Pettyjohn, Wood & White, Inc. 0.06% Reduce -22.2% 5,029 $307K
Centerpoint Advisory Group 0.30% No change 5,027 $307K
Canopy Partners, LLC 0.12% Add +1.4% 5,014 $306K
Arax Advisory Partners 0.02% Reduce -28.2% 5,013 $306K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.13% Reduce -1.2% 6,179 $305K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.22% Reduce -1.0% 5,000 $305K
Harbor Advisors LLC 0.05% No change 5,000 $305K
Portland Global Advisors LLC 0.04% Reduce -7.9% 4,991 $304K
Successful Portfolios LLC 0.21% Reduce -1.6% 4,959 $302K
Moody Aldrich Partners LLC 0.06% New 4,955 $302K
Covenant Asset Management, LLC 0.08% Add +0.6% 4,952 $302K
Twin Lakes Capital Management, LLC 0.20% Reduce -2.0% 4,947 $302K
William B. Walkup & Associates, Inc. 0.18% Add +7.8% 4,936 $301K
Lokken Investment Group LLC 0.13% Reduce -4.7% 4,932 $301K
Vanguard Capital Wealth Advisors 0.37% Reduce -26.8% 4,925 $300K
Oxford Financial Group, LTD. LLC 0.02% Reduce -5.9% 4,925 $300K
Wealth Management Associates, Inc. 0.13% Reduce -0.9% 4,920 $300K
Grandview Asset Management LLC 0.11% Add +0.4% 4,881 $298K
Mosaic Family Wealth Partners, LLC 0.04% Reduce -16.0% 4,879 $298K
Beddow Capital Management Inc. 0.12% Reduce -62.1% 4,875 $297K
Curi Capital, LLC 0.01% Reduce -76.3% 4,869 $297K
Faithward Advisors, LLC 0.05% Add +7.8% 4,855 $296K
PSI Advisors, LLC 0.10% Add +6.7% 4,854 $296K
LVW Advisors, LLC 0.04% Reduce -51.8% 4,844 $295K
Garrett Wealth Advisory Group, LLC 0.07% Reduce -0.8% 4,843 $295K
Williams Jones Wealth Management, LLC. 0.00% Reduce -60.7% 4,840 $295K
Barnes Wealth Management Group, Inc 0.19% Add +0.1% 4,823 $294K
SlateStone Wealth, LLC 0.03% Add +23.0% 4,815 $294K
Evermay Wealth Management LLC 0.04% Reduce -10.4% 4,820 $294K
Paces Ferry Wealth Advisors, LLC 0.15% Reduce -0.7% 4,811 $293K
Enterprise Bank & Trust Co 0.11% Add +11.2% 4,806 $293K
LCNB Corp. 0.11% No change 4,800 $293K
TFB Advisors LLC 0.08% Add +0.1% 4,791 $292K
Brendel Financial Advisors LLC 0.18% No change 4,772 $291K
Intellus Advisors LLC 0.05% Reduce -0.0% 4,769 $291K
IVC Wealth Advisors LLC 0.16% Reduce -2.6% 4,767 $291K
Kavar Capital Partners Group, LLC 0.05% No change 4,763 $290K
Chesley Taft & Associates LLC 0.01% Reduce -16.0% 4,751 $290K
Patton Albertson Miller Group, LLC 0.04% No change 4,750 $290K
IMS Capital Management 0.15% Reduce -21.2% 4,744 $289K
Camelot Portfolios, LLC 0.18% New 4,736 $289K
Northwest Bancshares, Inc. 0.05% Add +20.4% 4,725 $288K
Guerra Pan Advisors, LLC 0.23% No change 4,724 $288K
SPC Financial, Inc. 0.03% Reduce -15.9% 4,722 $288K
Somerville Kurt F 0.05% Reduce -19.4% 4,705 $287K
Mill Creek Capital Advisors, LLC 0.01% Reduce -20.8% 4,705 $287K
McCarter Private Wealth Services LLC 0.19% Add +3.3% 4,696 $286K
Sivia Capital Partners, LLC 0.13% Add +9.3% 4,691 $286K
Optas, LLC 0.05% Add +2.5% 4,685 $286K
Renasant Bank 0.19% Reduce -4.4% 4,684 $286K
Piscataqua Savings Bank 0.25% Reduce -6.5% 4,684 $286K
Financial Advisors Network, Inc. 0.05% Reduce -27.9% 4,682 $286K
Schmidt P J Investment Management Inc. 0.05% Reduce -27.8% 4,679 $285K
Bellevue Asset Management, LLC 0.16% Reduce -4.0% 4,672 $285K
CFO4Life Group, LLC 0.05% Add +7.4% 4,672 $285K
Wealthquest Corp 0.02% Reduce -5.6% 4,669 $285K
Charles Schwab Trust Co 0.02% New 4,666 $285K
Selective Wealth Management, Inc. 0.12% Reduce -1.9% 5,601 $284K
Insight Advisors, LLC/ PA 0.05% Add +8.9% 4,653 $284K
Sonora Investment Management Group, LLC 0.02% Add +2.9% 4,647 $283K
Slocum, Gordon & Co LLP 0.21% Reduce -4.3% 4,646 $283K
PFG Advisors 0.02% Add +1.5% 4,642 $283K
Genesis Private Wealth, LLC 0.15% Reduce -11.9% 4,641 $283K
Moment Partners, LLC 0.06% No change 4,633 $283K
O'Keefe Stevens Advisory, Inc. 0.09% Add +1.4% 4,632 $283K
AlphaQuest LLC 0.03% Reduce -75.4% 4,619 $282K
Resurgent Financial Advisors LLC 0.17% Reduce -13.1% 4,616 $282K
Koss-Olinger Consulting, LLC 0.02% New 4,611 $281K
Accel Wealth Management 0.10% Reduce -1.5% 4,603 $281K
CMG Global Holdings, LLC 0.18% Reduce -3.5% 5,764 $281K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.18% No change 4,600 $281K
Kidder Stephen W 0.09% No change 4,600 $281K
Hickory Point Bank & Trust 0.25% Reduce -34.5% 4,595 $280K
Burt Wealth Advisors 0.07% Reduce -9.1% 4,580 $279K
Ironwood Investment Counsel, LLC 0.05% Reduce -5.4% 4,571 $279K
Bedel Financial Consulting, Inc. 0.04% Add +3.0% 5,861 $279K
Waycross Partners, LLC 0.03% No change 4,557 $278K
Transatlantique Private Wealth LLC 0.11% Reduce -55.0% 4,555 $278K
Lavaca Capital LLC 0.13% No change 4,545 $277K
Tradition Wealth Management, LLC 0.02% Add +12.2% 4,536 $277K
Sage Rhino Capital LLC 0.06% Add +5.8% 4,524 $276K
Schwerin Boyle Capital Management Inc. 0.03% No change 4,511 $275K
Five Oceans Advisors 0.13% New 4,509 $275K
Mechanics Financial Corp 0.12% No change 4,500 $274K
Spirit of America Management Corp. 0.06% Reduce -10.0% 4,500 $274K
Stanley-Laman Group, Ltd. 0.04% No change 4,500 $274K
Hantz Financial Services, Inc. 0.00% Add +1.6% 4,490 $274K
Goldstone Financial Group, LLC 0.04% Reduce -7.0% 4,486 $274K
Washington Trust Advisors, Inc. 0.02% Reduce -33.2% 4,475 $273K
WBH Advisory Inc. 0.03% Add +0.1% 4,473 $273K
Arbor Investment Advisors, LLC 0.04% New 4,469 $273K
Colonial Trust Advisors 0.02% Reduce -0.4% 4,461 $272K
Crescent Grove Advisors, LLC 0.03% Add +1.9% 4,430 $270K
NFSG Corp 0.07% Add +341.2% 4,425 $270K
Harvey Investment Co. LLC 0.03% No change 4,405 $269K
Financial Security Advisor, Inc. 0.07% Add +0.6% 4,406 $269K
Mattern Wealth Management LLC 0.06% Reduce -8.3% 4,400 $268K
Lakeside Advisors, INC. 0.18% Add +0.1% 4,396 $268K
Beacon Financial Group 0.03% Add +2.3% 4,395 $268K
Westbourne Investment Advisors, Inc. 0.09% Reduce -2.2% 4,377 $267K
Auxano Advisors, LLC 0.07% Reduce -3.2% 4,371 $267K
Country Club Bank 0.02% Reduce -12.8% 4,438 $266K
Tucker Asset Management LLC 0.09% Reduce -8.7% 4,365 $266K
Hendershot Investments Inc. 0.04% Reduce -5.4% 4,364 $266K
ETF Store, Inc. 0.33% Add +0.9% 4,364 $266K
Simplicity Wealth,LLC 0.02% New 4,352 $265K
Baron Wealth Management LLC 0.12% Add +0.4% 4,347 $265K
Connecticut Wealth Management, LLC 0.01% Add +11.9% 4,343 $265K
Hourglass Capital, LLC 0.07% Add +2.8% 4,330 $264K
Seneca House Advisors 0.11% Reduce -2.0% 4,329 $264K
Lathrop Investment Management Co. 0.05% Reduce -2.2% 4,332 $264K
Empirical Asset Management, LLC 0.09% New 4,326 $264K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Reduce -10.7% 4,308 $263K
HBW Advisory Services LLC 0.04% Reduce -28.4% 4,308 $263K
Aviso Wealth Management 0.14% Reduce -36.2% 4,308 $263K
Hummer Financial Advisory Services Inc 0.21% No change 4,300 $262K
Brady Martz Wealth Solutions, LLC 0.06% Add +0.1% 4,293 $262K
First Hawaiian Bank 0.04% Reduce -91.5% 4,261 $260K
Sciencast Management LP 0.06% New 4,255 $260K
E&G Advisors, LLC 0.07% No change 4,251 $259K
Fiduciary Alliance LLC 0.03% Reduce -5.1% 4,247 $259K
Certified Advisory Corp 0.03% Add +7.5% 4,243 $259K
Valmark Advisers, Inc. 0.00% Reduce -6.6% 4,237 $258K
Hutchinson Capital Management 0.05% Reduce -2.1% 4,230 $258K
First Foundation Advisors 0.01% Reduce -27.3% 4,227 $258K
Foster Group, Inc. 0.01% New 4,210 $257K
Alliance Wealth Advisors, LLC 0.15% Add +0.2% 4,207 $257K
Elyxium Wealth, LLC 0.11% New 4,201 $256K
Jacobs & Co. 0.03% No change 4,205 $256K
Westover Capital Advisors, LLC 0.06% No change 4,182 $255K
SkyOak Wealth, LLC 0.06% No change 4,171 $254K
First National Bank of Mount Dora, Trust Investment Services 0.06% Reduce -0.2% 4,166 $254K
Frisch Financial Group, Inc. 0.07% Add +1.3% 4,158 $254K
Pine Haven Investment Counsel, Inc 0.21% No change 4,161 $254K
GPS Wealth Strategies Group, LLC 0.03% Reduce -12.4% 4,159 $254K
West Coast Financial LLC 0.03% Add +0.9% 4,144 $253K
Motco 0.03% Add +3.9% 4,130 $252K
Quantum Private Wealth, LLC 0.10% No change 4,124 $252K
S.A. Mason LLC 0.13% Add +4.6% 4,109 $251K
Covestor Ltd 0.17% Reduce -15.2% 4,106 $250K
Matrix Asset Advisors Inc. 0.03% Reduce -24.9% 4,092 $250K
Waddell & Associates, LLC 0.03% New 4,092 $250K
First PREMIER Bank 0.06% No change 4,079 $249K
Alkeme Wealth, LLC 0.11% Add +0.8% 4,079 $249K
Sandy Cove Advisors, LLC 0.10% Add +6.7% 4,079 $249K
First American Trust, FSB 0.02% Reduce -39.6% 4,077 $249K
Forefront Wealth Partners, LLC 0.17% New 4,074 $248K
Focus Financial Network, Inc. 0.01% Add +6.5% 4,068 $248K
First Merchants Corp. 0.01% Reduce -87.0% 4,050 $247K
Tiemann Investment Advisors, LLC 0.11% No change 4,031 $246K
Delta Investment Management, LLC 0.05% Reduce -11.0% 4,031 $246K
Advisor Resource Council 0.02% New 4,096 $245K
Luts & Greenleigh Group, Inc. 0.24% Reduce -1.0% 4,015 $245K
First Commonwealth Financial Corp 0.06% No change 4,015 $245K
Wedge Capital Management L L P 0.00% Reduce -99.2% 4,014 $245K
Bogart Wealth, LLC 0.01% Reduce -0.7% 4,012 $245K
Arthur M. Cohen & Associates, LLC 0.05% No change 4,010 $245K
CFM Wealth Partners LLC 0.04% No change 4,008 $244K
PBMares Wealth Management LLC 0.05% New 4,008 $244K
Addison Advisors LLC 0.07% Add +0.7% 4,005 $244K
Basepoint Wealth LLC 0.19% Add +0.9% 4,004 $244K
Vicus Capital 0.02% Add +2.3% 4,000 $244K
Focused Wealth Management, Inc 0.03% Reduce -12.0% 3,987 $243K
Financial Advisors, LLC 0.05% No change 3,979 $243K
Magnolia Capital Advisors LLC 0.07% Add +0.1% 3,977 $243K
Parkside Advisors LLC 0.06% No change 3,968 $242K
Pines Wealth Management, LLC 0.11% Add +8.2% 4,559 $242K
MinichMacGregor Wealth Management, LLC 0.05% New 3,964 $242K
GK Wealth Management LLC 0.30% Reduce -2.3% 3,962 $242K
Main Street Financial Solutions, LLC 0.02% Reduce -3.1% 3,956 $241K
Advus Financial Partners, LLC 0.07% Reduce -18.8% 3,950 $241K
Secured Retirement Advisors, LLC 0.16% New 3,947 $241K
MJP Associates Inc. 0.04% New 3,943 $240K
AlTi Global, Inc. 0.01% Reduce -3.7% 3,938 $240K
Fayez Sarofim & Co 0.00% Reduce -33.4% 3,930 $240K
Redmond Asset Management, LLC 0.06% Reduce -2.5% 3,930 $240K
PYA Waltman Capital, LLC 0.08% No change 3,925 $239K
Smith Thornton Advisors LLC 0.15% Add +1.0% 3,920 $239K
Atlas Wealth LLC 0.13% No change 3,915 $239K
Eagle Wealth Strategies LLC 0.15% No change 3,912 $239K
Paragon Capital Management Ltd 0.05% No change 3,909 $238K
Legal Advantage Investments, Inc. 0.13% No change 3,891 $237K
Fairfield, Bush & Co. 0.15% New 3,886 $237K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Add +9.3% 3,885 $237K
Wynn Capital, LLC 0.14% No change 3,875 $236K
New Jersey Better Educational Savings Trust 0.45% No change 3,849 $235K
D'Orazio & Associates, Inc. 0.04% Add +4.3% 3,837 $234K
L & S Advisors Inc 0.03% Add +1.1% 3,836 $234K
Riverview Trust Co 0.23% Reduce -1.2% 3,835 $234K
Birchcreek Wealth Management, LLC 0.15% No change 3,825 $233K
Ariadne Wealth Management, LP 0.12% Reduce -31.1% 5,014 $233K
Spartan Planning & Wealth Management 0.23% Reduce -5.0% 3,810 $232K
Schrum Private Wealth Management LLC 0.20% Reduce -2.8% 3,800 $232K
SoundView Advisors Inc. 0.10% No change 3,792 $231K
Barr E S & Co. 0.01% No change 3,780 $231K
Reliant Investment Partners, LLC 0.23% Add +2.4% 3,771 $230K
Madison Asset Management, LLC 0.00% No change 3,768 $230K
VestGen Advisors, LLC 0.01% — 3,768 $230K
Compass Ion Advisors, LLC 0.03% Add +1.4% 3,763 $229K
Dearborn Partners LLC 0.01% No change 3,755 $229K
Carson Advisory Inc. 0.15% Reduce -5.1% 3,753 $229K
Quantum Financial Advisors, LLC 0.03% Reduce -27.6% 3,753 $229K
Carmel Capital Partners, LLC 0.09% Add +0.0% 3,749 $229K
Novem Group 0.03% Add +3.2% 3,743 $228K
Fiduciary Financial Group, LLC 0.05% Reduce -5.6% 4,503 $227K
Gouws Capital LLC 0.15% New 3,714 $227K
Caliber Wealth Management, LLC / KS 0.03% — 3,708 $226K
Skba Capital Management LLC 0.03% No change 3,700 $226K
Compass Wealth Management LLC 0.06% Add +68.2% 3,698 $226K
Finward Bancorp 0.20% Reduce -4.4% 3,695 $225K
Eubel Brady & Suttman Asset Management Inc. 0.03% No change 3,687 $225K
Hoxton Planning & Management, LLC 0.09% Add +0.4% 3,679 $224K
Stockman Wealth Management, Inc. 0.03% Reduce -5.2% 3,657 $223K
Wallace Capital Management Inc. 0.03% No change 3,650 $223K
Priebe Wealth Holdings LLC 0.14% Reduce -0.8% 3,648 $222K
Birch Financial Group, LLC 0.20% New 3,637 $222K
JFS Wealth Advisors, LLC 0.01% Add +12.4% 3,623 $221K
TigerOak Management, L.L.C. 0.09% No change 3,621 $221K
Round Rock Advisors LLC 0.04% Add +1.6% 3,618 $221K
ING Groep NV 0.00% Reduce -99.2% 3,611 $220K
Gradient Capital Advisors, LLC 0.07% Add +1.7% 3,609 $220K
Hamel Associates, Inc. 0.07% New 3,602 $220K
Canandaigua National Trust Co of Florida 0.19% New 3,601 $220K
Aristotle Atlantic Partners, LLC 0.01% No change 3,600 $220K
Meridian Investment Counsel Inc. 0.06% No change 3,584 $219K
Keeley-Teton Advisors, LLC 0.03% No change 3,570 $218K
Osterweis Capital Management Inc. 0.01% Add +1.0% 3,566 $217K
Insigneo Advisory Services, LLC 0.02% Reduce -46.1% 3,563 $217K
Kelleher Financial Advisors 0.09% New 3,560 $217K
Wealth Group, Ltd. 0.14% Reduce -40.9% 3,558 $217K
Marest Capital, LLC 0.18% New 3,557 $217K
Triad Wealth Partners, LLC 0.07% New 3,547 $216K
Wealth Advisors of Iowa, LLC 0.09% New 3,547 $216K
Second Line Capital, LLC 0.06% Add +0.1% 3,544 $216K
Smith Shellnut Wilson LLC 0.10% New 3,524 $215K
Baker Avenue Asset Management, LP 0.01% Reduce -10.9% 3,520 $215K
Golden State Wealth Management, LLC 0.03% No change 3,519 $215K
Towercrest Capital Management 0.04% Reduce -6.8% 3,502 $214K
Agate Pass Investment Management, LLC 0.09% New 3,500 $213K
Beck Mack & Oliver LLC 0.00% New 3,500 $213K
Roehl & Yi Investment Advisors, LLC 0.12% New 3,499 $213K
TriaGen Wealth Management LLC 0.08% Reduce -4.2% 3,499 $213K
Royal Capital Wealth Management, LLC 0.15% New 3,492 $213K
Pacific Sage Partners, LLC 0.05% New 3,469 $212K
Curat Global, LLC 0.26% — 3,454 $211K
Meridian Financial Partners LLC 0.11% New 3,465 $211K
Howard Capital Management Group, LLC 0.02% No change 3,455 $211K
Winthrop Advisory Group LLC 0.03% New 3,442 $210K
Bruce G. Allen Investments, LLC 0.17% Reduce -3.0% 3,433 $209K
Chase Investment Counsel Corp. 0.08% New 3,438 $209K
Lloyd Advisory Services, LLC. 0.10% Reduce -12.9% 3,416 $208K
Eldridge Investment Advisors, Inc. 0.05% New 3,412 $208K
Fragasso Financial Advisors Inc 0.02% New 3,411 $208K
Cable Hill Partners, LLC 0.02% Reduce -12.3% 4,137 $208K
Hemenway Trust Co LLC 0.02% New 3,400 $207K
First Affirmative Financial Network 0.13% Reduce -30.4% 3,399 $207K
Northstar Financial Companies, Inc. 0.22% New 3,391 $207K
Cheviot Value Management, LLC 0.03% New 4,125 $206K
Debussy Capital Management LP 0.03% New 3,384 $206K
NBW Capital LLC 0.05% New 3,380 $206K
Wayfinding Financial, LLC 0.09% New 3,383 $206K
Post Resch Tallon Group Inc. 0.21% New 3,466 $206K
CWS Financial Advisors, LLC 0.06% New 3,357 $205K
Buffington Mohr McNeal 0.04% Reduce -21.1% 3,339 $204K
Maridea Wealth Management LLC 0.07% New 3,339 $204K
Guardian Asset Advisors, LLC 0.13% New 3,340 $204K
Cadinha & Co. LLC 0.04% New 3,333 $203K
Collar Capital Management, LLC 0.18% New 3,325 $203K
Klingman & Associates, LLC 0.01% New 3,323 $203K
BridgePort Financial Solutions, LLC 0.09% New 3,317 $202K
Warwick Investment Management, Inc. 0.04% New 3,312 $202K
Thrive Capital Management, LLC 0.12% New 3,307 $202K
Partners Wealth Management, LLC 0.23% New 3,300 $201K
V2 Financial group LLC 0.13% New 3,300 $201K
MA Private Wealth 0.04% New 3,296 $201K
Bremer Bank National Association 0.04% New 3,283 $200K
Continuum Advisory, LLC 0.03% Add +88.6% 3,268 $199K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 3,200 $195K
Medallion Wealth Advisors, LLC 0.09% Reduce -1.6% 3,226 $194K
Capital Advisors, Ltd. LLC 0.03% Add +19.0% 3,165 $193K
FNY Investment Advisers, LLC 0.12% Reduce -75.0% 3,110 $189K
BOK Financial Private Wealth, Inc. 0.01% Reduce -5.6% 3,083 $188K
Clean Yield Group 0.06% Reduce -9.0% 2,947 $180K
Beacon Capital Management, LLC 0.02% Add +1.4% 2,923 $178K
Amica Retiree Medical Trust 0.27% Reduce -19.3% 2,917 $178K
Pinnacle Bancorp, Inc. 0.06% Reduce -9.0% 2,889 $176K
West Branch Capital LLC 0.06% No change 2,863 $175K
Sherman Asset Management, Inc. 0.17% Reduce -0.4% 2,849 $174K
Pacific Center for Financial Services 0.04% No change 2,757 $168K
Tower View Wealth Management LLC 0.10% Add +0.8% 2,746 $167K
Global Financial Private Client, LLC 0.06% Add +3.9% 2,736 $167K
Clearstead Trust, LLC 0.04% Reduce -26.9% 2,718 $166K
TFC Financial Management, Inc. 0.03% Add +0.3% 2,685 $164K
MV Capital Management, Inc. 0.02% Reduce -16.2% 2,643 $161K
HHM Wealth Advisors, LLC 0.02% Reduce -8.9% 2,611 $159K
Anderson Financial Strategies, LLC 0.10% No change 2,600 $159K
Creative Capital Management Investments LLC 0.06% Reduce -3.7% 2,588 $158K
HFM Investment Advisors, LLC 0.08% — 2,578 $157K
First Command Advisory Services, Inc. 0.00% Add +46.1% 2,545 $155K
Rise Advisors, LLC 0.07% Add +24.6% 2,523 $154K
Avalon Trust Co 0.01% Add +379.3% 2,497 $152K
Proathlete Wealth Management LLC 0.05% New 2,436 $149K
Fairscale Capital, LLC 0.13% No change 2,422 $148K
Wealth Preservation Advisors, LLC 0.11% — 2,417 $147K
Advantage Trust Co 0.09% Reduce -3.3% 2,393 $146K
Financial Network Wealth Advisors LLC 0.19% Add +6.5% 2,377 $145K
American Capital Advisory, LLC 0.08% Add +0.9% 2,353 $144K
Capula Management Ltd 0.00% New 2,309 $141K
Opal Wealth Advisors, LLC 0.04% New 2,306 $141K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Reduce -2.7% 2,246 $137K
Gen-Wealth Partners Inc 0.06% No change 2,230 $136K
S&T Bank 0.04% Add +18.2% 2,230 $136K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 2,200 $134K
Princeton Global Asset Management LLC 0.03% Reduce -4.6% 2,086 $127K
Centricity Wealth Management, LLC 0.11% Add +0.3% 2,048 $125K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 2,030 $124K
Blume Capital Management, Inc. 0.03% Reduce -8.9% 2,007 $122K
MJT & Associates Financial Advisory Group, Inc. 0.12% — 2,000 $122K
Peoples Bank 0.08% No change 1,983 $121K
American National Bank & Trust 0.01% Add +4.0% 1,975 $120K
Banque Transatlantique SA 0.00% No change 1,970 $120K
Hughes Financial Services, LLC 0.02% New 1,988 $118K
Greykasell Wealth Strategies, Inc. 0.06% New 1,912 $117K
Horizon Bancorp Inc. 0.07% Reduce -12.5% 1,904 $116K
Coston, McIsaac & Partners 0.03% Reduce -7.6% 1,916 $116K
Tanglewood Legacy Advisors, LLC 0.05% No change 1,868 $114K
N.E.W. Advisory Services LLC 0.01% New 1,861 $113K
Pittenger & Anderson Inc. 0.00% No change 1,849 $113K
Cranbrook Wealth Management, LLC 0.03% Reduce -4.6% 1,823 $111K
Olde Wealth Management, LLC 0.04% New 1,762 $107K
Global Trust Asset Management, LLC 0.06% Reduce -5.5% 1,701 $104K
Beaird Harris Wealth Management, LLC 0.01% Add +1.6% 1,682 $103K
Quent Capital, LLC 0.01% Reduce -30.6% 1,676 $102K
TruNorth Capital Management, LLC 0.03% Add +187.8% 1,675 $102K
Investment Research & Advisory Group, Inc. 0.04% Add +83.3% 1,650 $101K
Rosenberg Matthew Hamilton 0.03% Reduce -3.5% 1,646 $100K
Hemington Wealth Management 0.02% Reduce -8.4% 1,643 $100K
Center for Financial Planning, Inc. 0.01% No change 1,613 $98K
Rossby Financial, LCC 0.04% New 2,039 $98K
Garde Capital, Inc. 0.01% New 1,587 $97K
CarsonAllaria Wealth Management, Ltd. 0.06% No change 1,556 $95K
Orion Capital Management LLC 0.04% No change 1,550 $95K
Binnacle Investments Inc 0.07% — 1,539 $94K
IMA Advisory Services, Inc. 0.01% New 1,525 $93K
Briaud Financial Planning Inc 0.04% No change 1,536 $93K
10Elms LLP 0.11% No change 1,514 $92K
Whipplewood Advisors, LLC 0.05% Add +7.3% 1,549 $92K
High Note Wealth, LLC 0.02% Reduce -6.6% 1,505 $92K
Hopwood Financial Services, Inc. 0.07% No change 1,500 $91K
West Oak Capital, LLC 0.05% No change 1,490 $91K
FSA Wealth Management LLC 0.04% Reduce -18.2% 1,485 $91K
Rialto Wealth Management, LLC 0.03% Reduce -1.1% 1,469 $90K
Sachetta, LLC 0.04% Reduce -18.3% 1,466 $89K
McIlrath & Eck, LLC 0.01% No change 1,463 $89K
Battery Global Advisors, LLC 0.05% No change 1,436 $88K
True Wealth Design, LLC 0.03% Add +8.9% 1,435 $87K
Tidemark, LLC 0.03% Reduce -31.4% 1,415 $86K
Salomon & Ludwin, LLC 0.01% No change 1,415 $86K
Ogorek Anthony Joseph /NY/ 0.03% Add +624.0% 1,419 $86K
AllSquare Wealth Management LLC 0.05% No change 1,400 $85K
VSM Wealth Advisory, LLC 0.03% No change 1,385 $84K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 1,380 $84K
Nexus Investment Management ULC 0.01% New 953 $84K
Vision Financial Markets LLC 0.09% Add +34.5% 1,345 $82K
Costello Asset Management, INC 0.03% New 1,333 $81K
Friedenthal Financial 0.05% Add +51.4% 1,331 $81K
Sarver Vrooman Wealth Advisors 0.05% — 1,309 $80K
Valued Wealth Advisors LLC 0.05% Add +51.1% 1,301 $79K
Carolinas Wealth Consulting LLC 0.02% Reduce -28.7% 1,293 $79K
Tradewinds Capital Management, LLC 0.02% Add +0.9% 1,278 $78K
Tortoise Investment Management, LLC 0.01% Add +0.1% 1,276 $78K
Evergreen Private Wealth LLC 0.04% No change 1,268 $77K
Canton Hathaway, LLC 0.02% Add +27.6% 1,270 $77K
Byrne Asset Management LLC 0.07% No change 1,249 $76K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,218 $74K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,209 $74K
Security National Bank 0.01% No change 1,207 $74K
Future Financial Wealth Managment LLC 0.05% Reduce -4.0% 1,200 $73K
Founders Capital Management 0.05% No change 1,200 $73K
Olistico Wealth, LLC 0.05% No change 1,200 $73K
Mb, Levis & Associates, LLC 0.03% Add +0.7% 1,186 $72K
Ofi Invest Asset Management 0.00% Add +53.5% 1,263 $71K
GW&K Investment Management, LLC 0.00% Reduce -0.8% 1,168 $71K
HighMark Wealth Management LLC 0.04% Reduce -9.9% 1,032 $70K
Plante Moran Financial Advisors, LLC 0.01% Reduce -1.1% 1,122 $68K
Essex Investment Management Co. LLC 0.01% No change 1,120 $68K
Ramirez Asset Management, Inc. 0.01% Reduce -26.4% 1,116 $68K
WPG Advisers, LLC 0.06% Add +42.3% 1,103 $67K
North Capital, Inc. 0.06% — 1,101 $67K
Vermillion Wealth Management, Inc. 0.02% Add +10.1% 1,091 $67K
Financial Perspectives, Inc 0.02% No change 1,066 $65K
Stone House Investment Management, LLC 0.01% New 1,050 $64K
SJS Investment Consulting Inc. 0.01% Reduce -1.1% 1,041 $63K
Silicon Valley Capital Partners 0.01% Add +49.1% 1,053 $63K
Missouri Trust & Investment Co 0.02% No change 1,030 $63K
Cherry Tree Wealth Management, LLC 0.01% No change 1,013 $62K
Raffa Wealth Management, LLC 0.01% Reduce -8.2% 1,011 $62K
Atticus Wealth Management, LLC 0.02% Add +0.1% 1,007 $61K
Runnymede Capital Advisors, Inc. 0.06% No change 1,000 $61K
Cornerstone National Bank & Trust Co 0.03% No change 1,000 $61K
Roxbury Financial LLC 0.06% Add +0.7% 1,017 $61K
Peterson Wealth Services 0.02% No change 979 $60K
Private Wealth Management Group, LLC 0.02% No change 952 $58K
Strategic Investment Solutions, Inc. 0.02% Add +2.5% 952 $58K
Nalls Sherbakoff Group, LLC 0.05% — 941 $57K
Chesapeake Asset Management LLC 0.05% No change 932 $57K
Cornerstone Planning Group LLC 0.01% Add +43.7% 1,131 $55K
Heritage Wealth Advisors 0.00% No change 900 $55K
NewSquare Capital LLC 0.00% Add +675.6% 892 $54K
Creative Financial Designs Inc. 0.00% Add +18.3% 886 $54K
Sierra Ocean, LLC 0.04% Add +17.9% 871 $53K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 867 $53K
Richardson Financial Services Inc. 0.04% Reduce -0.5% 838 $51K
Tacita Capital Inc 0.04% Add +20.3% 819 $50K
Albion Financial Group 0.00% Reduce -56.7% 800 $49K
Saudi Central Bank 0.26% New 798 $49K
PrairieView Partners, LLC 0.01% No change 800 $48K
Crowley Wealth Management, Inc. 0.05% Add +2.8% 776 $47K
Roble, Belko & Company, Inc 0.01% Add +676.0% 776 $47K
Itau Unibanco Holding S.A. 0.00% Reduce -1.0% 764 $47K
Fairman Group, LLC 0.04% No change 819 $46K
Flaharty Asset Management, LLC 0.01% New 731 $45K
ORG Partners LLC 0.01% Reduce -21.8% 731 $44K
Main Street Group, LTD 0.02% Reduce -0.1% 706 $43K
Core Alternative Capital 0.01% No change 700 $43K
ESL Trust Services, LLC 0.01% No change 700 $43K
Wood Tarver Financial Group, LLC 0.01% Add +0.1% 685 $42K
Elevation Wealth Partners, LLC 0.02% No change 679 $41K
Westend Capital Management, LLC 0.02% No change 668 $41K
Wolff Wiese Magana LLC 0.03% Add +8.2% 660 $40K
Tsfg, LLC 0.01% Add +0.1% 655 $40K
Mattson Financial Services, LLC 0.01% Reduce -13.3% 652 $40K
Goodman Advisory Group, LLC 0.01% New 647 $39K
Fourth Dimension Wealth, LLC 0.02% Reduce -23.6% 646 $39K
Mascoma Wealth Management LLC 0.01% No change 638 $39K
Ascentis Wealth Management, LLC 0.01% No change 652 $39K
TD Capital Management LLC 0.00% Add +0.5% 620 $38K
Comprehensive Financial Planning, Inc. 0.04% Add +0.8% 613 $37K
IFS Advisors, LLC 0.03% Reduce -21.8% 600 $37K
Eq Wealth Advisors, LLC 0.03% New 600 $37K
Provenance Wealth Advisors, LLC 0.01% Reduce -5.1% 600 $37K
Dynamic Wealth Strategies, LLC 0.03% New 590 $36K
CBIZ Investment Advisory Services, LLC 0.00% Add +66.0% 581 $35K
Accordant Advisory Group Inc 0.03% No change 580 $35K
LGT Financial Advisors LLC 0.10% Add +0.9% 557 $34K
Rakuten Securities, Inc. 0.02% Reduce -53.2% 546 $33K
Guardian Wealth Management, Inc. 0.02% Add +0.6% 541 $33K
Accent Capital Management, LLC 0.02% New 541 $33K
North Ridge Wealth Advisors, Inc. 0.02% No change 530 $32K
Bell Investment Advisors, Inc 0.01% Add +2.3% 524 $32K
Darwin Wealth Management, LLC 0.01% No change 563 $32K
JCIC Asset Management Inc. 0.01% Add +52.9% 520 $32K
DHJJ Financial Advisors, Ltd. 0.01% No change 514 $31K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 504 $31K
DecisionPoint Financial, LLC 0.01% No change 505 $31K
Financial Management Professionals, Inc. 0.00% Add +25.4% 504 $31K
Clear Investment Research, LLC 0.04% No change 500 $30K
Operose Advisors LLC 0.01% Reduce -26.6% 500 $30K
Studio Investment Management LLC 0.01% No change 500 $30K
Fortis Group Advisors, LLC 0.01% No change 500 $30K
Frazier Financial Advisors, LLC 0.02% Reduce -30.1% 485 $30K
Global Wealth Strategies & Associates 0.01% Add +137.5% 475 $29K
Glass Jacobson Investment Advisors llc 0.01% No change 510 $29K
Robbins Farley 0.01% Reduce -17.9% 460 $28K
Keener Financial Planning LLC 0.02% No change 468 $28K
Godsey & Gibb, Inc. 0.00% No change 455 $28K
Dunhill Financial, LLC 0.01% Add +15.6% 452 $28K
Pinney & Scofield, Inc. 0.02% No change 450 $27K
West Paces Advisors Inc. 0.01% No change 434 $26K
Painted Porch Advisors LLC 0.01% No change 432 $26K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -19.1% 425 $26K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +58.4% 423 $26K
Park Square Financial Group, LLC 0.02% Reduce -8.3% 421 $26K
Burkett Financial Services, LLC 0.01% Add +1.0% 420 $26K
Cape Investment Advisory, Inc. 0.01% Add +0.5% 415 $25K
SWAN Capital LLC 0.01% No change 414 $25K
Kessler Investment Group, LLC 0.01% No change 400 $24K
Northwest Capital Management Inc 0.01% No change 400 $24K
Affinity Wealth LLC 0.02% Add +2.3% 399 $24K
Financial Freedom, LLC 0.01% Add +0.8% 397 $24K
Highline Wealth Partners LLC 0.01% Add +31.8% 394 $24K
Navigoe, LLC 0.02% No change 400 $24K
Harvest Fund Management Co., Ltd 0.00% Reduce -94.2% 395 $24K
Ball & Co Wealth Management Inc. 0.02% Add +1.0% 393 $23K
Meeder Asset Management Inc. 0.00% Reduce -32.7% 364 $22K
Campbell Capital Management Inc. 0.01% No change 350 $21K
MorganRosel Wealth Management, LLC 0.01% New 339 $21K
IAG Wealth Partners, LLC 0.00% No change 335 $20K
Cetera Trust Company, N.A 0.01% Reduce -82.5% 330 $20K
Vermillion & White Wealth Management Group, LLC 0.01% No change 315 $19K
Redwood Park Advisors LLC 0.02% No change 311 $19K
Abound Wealth Management 0.01% Reduce -40.2% 305 $19K
Hollencrest Capital Management 0.00% Reduce -38.0% 305 $19K
Dogwood Wealth Management LLC 0.01% Add +26.8% 303 $18K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -33.3% 300 $18K
Montag & Caldwell, LLC 0.00% No change 300 $18K
Hoey Investments, Inc. 0.00% No change 300 $18K
Minot DeBlois Advisors LLC 0.02% No change 298 $18K
Stephens Consulting, LLC 0.00% No change 296 $18K
Winch Advisory Services, LLC 0.00% Add +1.0% 292 $18K
Hager Investment Management Services, LLC 0.01% No change 285 $17K
YANKCOM Partnership 0.01% Reduce -13.8% 282 $17K
Mowery & Schoenfeld Wealth Management, LLC 0.03% Reduce -11.6% 275 $17K
Arlington Trust Co LLC 0.00% Reduce -29.9% 274 $17K
Miller Wealth Advisors, LLC 0.01% Add +1.1% 267 $16K
First Community Trust NA 0.01% No change 261 $16K
Pension & Wealth Management Advisors, Inc. 0.01% Add +64.5% 255 $16K
Pacifica Partners Inc. 0.01% No change 260 $15K
Bfsg, LLC 0.00% Add +103.6% 224 $14K
REAP Financial Group, LLC 0.00% Add +34.4% 211 $13K
Physician Wealth Advisors, Inc. 0.00% Add +17.9% 211 $13K
Legacy Wealth Managment, LLC 0.01% Add +583.3% 205 $13K
Activest Wealth Management 0.00% Add +1600.0% 204 $12K
DiNuzzo Private Wealth, Inc. 0.00% Add +7.5% 202 $12K
FSC Wealth Advisors, LLC 0.01% No change 200 $12K
Trivant Custom Portfolio Group, LLC 0.01% No change 200 $12K
Morton Brown Family Wealth, LLC 0.00% No change 200 $12K
Redmont Wealth Advisors LLC 0.02% New 198 $12K
Compass Financial Services Inc 0.01% Add +195.3% 189 $12K
Christopher J. Hasenberg, Inc 0.00% No change 190 $11K
Avion Wealth 0.00% No change 207 $11K
WealthCollab, LLC 0.01% Add +124.0% 177 $11K
Tanaka Capital Management Inc. 0.02% No change 166 $10K
Penserra Capital Management LLC 0.00% Reduce -96.9% 165 $10K
Iron Horse Wealth Management, LLC 0.00% No change 157 $10K
1 North Wealth Services LLC 0.00% New 156 $10K
1248 Management, LLC 0.00% New 151 $9K
MeadowBrook Investment Advisors LLC 0.01% No change 150 $9K
Winthrop Capital Management, LLC 0.00% New 152 $9K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -1.4% 140 $9K
Red Tortoise LLC 0.00% No change 138 $8K
Financial Avengers, Inc. 0.00% Add +0.8% 132 $8K
Halbert Hargrove Global Advisors, LLC 0.00% New 128 $8K
Creekmur Asset Management LLC 0.00% Add +0.8% 120 $7K
Hurley Capital, LLC 0.01% No change 116 $7K
Kozak & Associates, Inc. 0.00% Add +0.7% 136 $7K
Lowe Wealth Advisors, LLC 0.00% Add +1000.0% 110 $7K
Clark Wealth Partners 0.00% Reduce -23.6% 107 $7K
General Partner, Inc. 0.00% No change 101 $6K
Gould Capital, LLC 0.00% No change 100 $6K
PFG Private Wealth Management, LLC 0.00% No change 100 $6K
Your Advocates Ltd., LLP 0.00% No change 100 $6K
Old Second National Bank of Aurora 0.00% Reduce -28.6% 100 $6K
Anfield Capital Management, LLC 0.00% No change 85 $5K
Curio Wealth, LLC 0.00% Reduce -97.5% 2 $5K
Semmax Financial Advisors Inc. 0.00% Add +20.9% 110 $5K
WestEnd Advisors, LLC 0.00% Add +192.6% 79 $5K
Groupe la Francaise 0.00% No change 89 $5K
WealthTrak Capital Management LLC 0.00% Reduce -59.2% 78 $5K
Nvwm, LLC 0.00% Add +16.4% 71 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -99.8% 66 $4K
Ulland Investment Advisors, LLC 0.00% No change 60 $4K
Winnacle Wealth LLC 0.00% Add +47.7% 65 $4K
Synergy Investment Management, LLC 0.00% New 62 $4K
Principia Wealth Advisory, LLC 0.00% Add +23.5% 63 $3K
Investment Management Corp. /Va/ 0.00% No change 54 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 44 $3K
Holos Integrated Wealth LLC 0.00% Reduce -76.3% 49 $3K
PayPay Securities Corp 0.16% Reduce -22.8% 44 $3K
MPWM Advisory Solutions, LLC 0.00% No change 44 $3K
New Millennium Group LLC 0.00% Reduce -20.4% 43 $3K
Riggs Asset Managment Co. Inc. 0.00% Reduce -20.8% 38 $2K
Perkins Coie Trust Co 0.00% Add +18.8% 38 $2K
Bay Harbor Wealth Management, LLC 0.00% Reduce -86.3% 34 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -92.2% 33 $2K
Game Plan Financial Advisors, LLC 0.00% No change 30 $2K
JDM Financial Group LLC 0.00% No change 30 $2K
First Pacific Financial 0.00% Add +262.5% 29 $2K
Capital A Wealth Management, LLC 0.00% Add +64.7% 28 $2K
Parkworth Wealth Management, Inc. 0.00% Add +20.0% 24 $1K
Finley Financial, LLC 0.00% No change 18 $886
Transce3nd, LLC 0.00% Reduce -97.3% 13 $800
Greenline Partners, LLC 0.00% New 12 $732
Bare Financial Services, Inc 0.00% New 9 $549
Bear Mountain Capital, Inc. 0.00% New 10 $508
GoalVest Advisory LLC 0.00% New 8 $488
ROSS\JOHNSON & Associates LLC 0.01% New 7 $426
Strengthening Families & Communities, LLC 0.00% New 9 $374
Aspect Partners, LLC 0.00% New 6 $366
Pineridge Advisors LLC 0.00% Reduce -97.7% 6 $349
Delta Accumulation, LLC 0.00% Reduce -100.0% 2 $103
Wiser Advisor Group LLC 0.00% No change 1 $66

"% of holder's portfolio" is BMY's weight in each manager's 13F, not the share of Bristol-Myers Squibb Co. the manager owns.