BP PLC-Spons ADRBP

13F holders, Q1 2024 (March 31)
1,199holders
12famous investors
$37.67avg. 13F price*

At the end of Q1 2024, 1,199 institutions reported holding BP PLC-Spons ADR (BP) in their 13F filings. The largest holders were Morgan Stanley ($962.3M), State Street Corp. ($803.8M) and Fisher Asset Management ($773.0M). 12 famous investors held it, including Michael Burry (6.4% of Scion Asset Management's portfolio), Steve Cohen (0.8% of Point72 Asset Management's portfolio) and Ken Fisher (0.4% of Fisher Asset Management's portfolio).

Company
BP PLC-Spons ADR
CUSIP
055622104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions111$173.4M
Exits90$190.1M

Ownership 1,199 holders

Morgan Stanley 0.08% Add +88.1% 25,539,139 $962.3M
State Street Corp. 0.04% Reduce -3.2% 21,332,715 $803.8M
Fisher Asset Management 0.36% Add +7.0% 20,514,923 $773.0M
Arrowstreet Capital, Limited Partnership 0.64% Reduce -0.8% 18,280,924 $688.8M
Dimensional Fund Advisors LP 0.14% Add +11.5% 13,557,941 $510.9M
BlackRock Inc. 0.01% Reduce -0.9% 11,076,618 $417.4M
Goldman Sachs Group Inc. 0.08% Add +9.5% 9,911,915 $373.5M
Boston Partners 0.41% Add +0.5% 9,173,507 $346.3M
Millennium Management 0.30% Add +19.6% 9,130,245 $344.0M
Bank of America Corp. 0.03% Reduce -0.4% 8,871,598 $334.3M
Point72 Asset Management 0.76% Add +30.3% 6,870,054 $258.9M
T. Rowe Price Associates Inc. 0.03% Add +6.5% 6,515,539 $245.5M
Mondrian Investment Partners LTD 3.05% Add +43.0% 5,888,610 $221.9M
Norges Bank 0.03% Add +1226.7% 5,319,886 $200.5M
BNP Paribas Financial Markets 0.23% Add +0.5% 4,914,672 $185.2M
HSBC Holdings PLC 0.12% Add +31.0% 4,340,455 $163.5M
Acadian Asset Management LLC 0.56% Reduce -75.5% 4,249,875 $160.1M
Bank of Montreal 0.05% Reduce -1.2% 3,927,404 $148.1M
Altrinsic Global Advisors LLC 6.10% Reduce -5.8% 3,590,374 $135.3M
Lazard Asset Management LLC 0.18% Reduce -1.3% 3,540,607 $133.4M
Capital International Investors 0.03% Add +5.5% 3,474,700 $130.9M
Wellington Management Group LLP 0.02% Reduce -68.0% 3,372,112 $127.1M
Wells Fargo & Company 0.03% Add +4.4% 3,269,919 $123.2M
LMR Partners LLP 4.33% Add +37.3% 3,199,405 $120.6M
Royal Bank of Canada 0.03% Reduce -9.8% 3,072,011 $115.8M
JPMorgan Chase & Co. 0.01% Add +38.3% 2,660,524 $100.2M
Northern Trust Corp. 0.02% Add +3.7% 2,508,265 $94.5M
Brandywine Global Investment Management, LLC 0.66% Add +6.6% 2,427,290 $91.5M
Raymond James & Associates 0.06% Reduce -1.2% 2,346,394 $88.4M
FMR LLC 0.01% Add +17.1% 2,255,348 $85.0M
Laurion Capital Management LP 2.19% Add +4.0% 2,082,189 $78.5M
Qube Research & Technologies Ltd 0.13% Reduce -0.4% 1,942,496 $73.2M
Envestnet Asset Management Inc. 0.03% Add +3.0% 1,907,588 $71.9M
Citigroup Inc. 0.07% Add +33.3% 1,824,736 $68.8M
Natixis Advisors, LLC 0.15% Add +3.7% 1,718,917 $64.8M
Balyasny Asset Management L.P. 0.17% Reduce -30.0% 1,672,968 $63.0M
D. E. Shaw & Co. 0.09% Add +907.4% 1,671,058 $63.0M
Pacer Advisors, Inc. 0.15% Add +8.4% 1,667,273 $62.8M
Kahn Brothers Group Inc. 9.31% Reduce -2.8% 1,665,620 $62.8M
Russell Investments Group, Ltd. 0.10% Reduce -6.5% 1,623,309 $61.2M
PSquared Asset Management AG 9.33% Add +2.0% 1,585,563 $59.7M
Two Sigma Investments, LP 0.14% Add +236.4% 1,510,012 $56.9M
Two Sigma Advisers, LP 0.13% Reduce -13.6% 1,452,126 $54.7M
Manufacturers Life Insurance Company, The 0.05% Reduce -1.0% 1,451,056 $54.7M
Citadel Advisors 0.05% Reduce -67.8% 1,417,749 $53.4M
Mackenzie Financial Corp. 0.08% Add +34.9% 1,399,887 $52.7M
Voya Investment Management LLC 0.06% Add +3.9% 1,355,862 $51.1M
Macquarie Group Ltd. 0.06% Reduce -26.2% 1,345,436 $50.7M
Van Eck Associates Corp. 0.07% Add +21.6% 1,247,765 $47.0M
Nan Shan Life Insurance Co., Ltd. 1.11% Add +136.9% 1,247,405 $47.0M
Energy Income Partners, LLC 0.96% Add +10.9% 1,242,399 $46.8M
UBS Group AG 0.01% Reduce -3.4% 1,206,290 $45.5M
Causeway Capital Management LLC 1.13% Add +7.1% 1,146,697 $43.2M
Ameriprise Financial Inc. 0.01% Add +4.6% 1,143,263 $43.1M
LPL Financial LLC 0.02% Add +4.4% 1,063,525 $40.1M
Capital Fund Management S.A. 0.48% Reduce -3.5% 1,050,860 $39.6M
Ruffer LLP 1.50% Reduce -8.3% 1,032,570 $38.9M
HITE Hedge Asset Management LLC 3.88% Add +105.0% 1,024,559 $38.6M
American Century Companies Inc. 0.02% Add +4.0% 959,778 $36.2M
Cerity Partners LLC 0.09% Add +321.8% 949,372 $35.8M
HighTower Advisors, LLC 0.05% Reduce -3.6% 882,525 $33.3M
PNC Financial Services Group, Inc. 0.02% Reduce -1.5% 882,387 $33.2M
Optiver Holding B.V. 1.22% Reduce -70.8% 783,282 $29.5M
Calamos Advisors LLC 0.20% No change 741,000 $27.9M
Stifel Financial Corp. 0.03% Add +10.6% 720,900 $27.2M
Huber Capital Management LLC 5.84% Add +7.1% 688,905 $26.0M
Franklin Resources Inc. 0.01% Reduce -3.2% 688,869 $26.0M
US Bancorp \de 0.04% Reduce -8.7% 678,899 $25.6M
Moore Capital Management, LP 0.52% New 650,000 $24.5M
Commonwealth Equity Services, LLC 0.04% Reduce -0.8% 600,838 $22.6M
Sei Investments Co. 0.03% Reduce -64.0% 581,860 $21.9M
Connectus Wealth, LLC 0.59% Reduce -4.6% 574,629 $21.7M
Schonfeld Strategic Advisors LLC 0.17% Add +25.2% 559,843 $21.1M
Verition Fund Management LLC 0.23% Add +27.4% 556,281 $21.0M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -9.6% 553,156 $20.8M
Wilkins Investment Counsel Inc. 2.93% Add +41.9% 533,190 $20.1M
Todd Asset Management LLC 0.40% Reduce -34.4% 518,874 $19.6M
Invesco Ltd. 0.00% Reduce -3.2% 506,837 $19.1M
Cetera Investment Advisers 0.04% Add +201.9% 503,441 $19.0M
Janney Capital Management LLC 1.25% Reduce -3.3% 499,190 $18.8M
Wedge Capital Management L L P 0.30% Reduce -0.8% 496,818 $18.7M
Lodge Hill Capital, LLC 6.87% New 475,000 $17.9M
Osaic Holdings, Inc. 0.04% Reduce -24.5% 466,529 $17.6M
New York State Common Retirement Fund 0.02% Reduce -68.0% 448,470 $16.9M
Captrust Financial Advisors 0.06% Reduce -9.3% 435,432 $16.4M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -14.7% 415,789 $15.7M
Kornitzer Capital Management Inc. 0.29% Add +2.1% 412,515 $15.5M
Covalis Capital LLP 1.92% New 411,331 $15.5M
CI Investments Inc. 0.06% Reduce -40.4% 394,590 $14.9M
Euro Pacific Asset Management, LLC 3.00% Reduce -1.8% 383,882 $14.7M
Bank of New York Mellon Corp 0.00% Add +8.6% 379,501 $14.3M
Mariner, LLC 0.03% Add +0.3% 372,162 $14.0M
Alyeska Investment Group, L.P. 0.09% New 370,051 $13.9M
SPX Gestao de Recursos Ltda 1.19% Add +13.8% 359,175 $13.5M
Gabelli Funds LLC 0.10% Reduce -0.1% 352,200 $13.3M
M&T Bank Corp 0.05% Reduce -0.1% 345,973 $13.0M
Brandes Investment Partners, LP 0.17% Reduce -5.9% 343,869 $13.0M
Teachers Retirement System of the State of Kentucky 0.11% Reduce -24.2% 337,780 $12.7M
Jane Street Group, LLC 0.02% Reduce -85.0% 333,021 $12.5M
Canal Insurance CO 3.20% Add +0.3% 330,000 $12.4M
DRW Securities, LLC 0.67% Reduce -14.2% 313,209 $11.8M
Cibc World Market Inc. 0.03% Add +1.5% 311,233 $11.7M
Walleye Capital LLC 0.14% Reduce -0.2% 309,719 $11.7M
Foresight Global Investors, Inc. 5.71% Add +12.9% 307,647 $11.6M
Immersion Capital LLP 4.57% No change 306,476 $11.5M
Employees Retirement System of Texas 0.13% Reduce -31.8% 306,102 $11.5M
Pathstone Holdings, LLC 0.05% Add +15.9% 305,531 $11.5M
Bollard Group LLC 0.35% Add +1.7% 303,910 $11.5M
Stamos Capital Partners, L.P. 2.57% Reduce -6.6% 300,220 $11.3M
Alliancebernstein L.P. 0.00% New 288,118 $10.9M
FineMark National Bank & Trust 0.40% Add +1.5% 285,854 $10.8M
Yarbrough Capital, LLC 0.46% No change 283,148 $10.7M
Cubist Systematic Strategies, LLC 0.12% New 277,043 $10.4M
Wallington Asset Management, LLC 1.56% Reduce -0.3% 264,088 $10.0M
Compound Global Advisors, LLC 1.74% Reduce -25.9% 261,484 $9.9M
Generate Investment Management Ltd 0.77% Reduce -25.9% 261,484 $9.9M
Truist Financial Corp. 0.01% Add +1.9% 260,023 $9.8M
Curi Capital, LLC 0.23% Add +1.2% 259,926 $9.8M
Neuberger Berman Group LLC 0.01% Add +86.2% 259,564 $9.8M
O'shaughnessy Asset Management, LLC 0.11% Add +3.9% 257,657 $9.7M
Janney Montgomery Scott LLC 0.03% Add +2.4% 250,659 $9.4M
Susquehanna International Group, LLP 0.01% Add +1265.5% 241,277 $9.1M
Bridgewater Associates 0.04% Add +166.5% 234,927 $8.9M
Clifford Swan Investment Counsel LLC 0.32% Reduce -2.5% 230,509 $8.7M
Strategy Asset Managers LLC 1.82% Reduce -1.5% 226,214 $8.5M
Edge Capital Group, LLC 0.42% Add +4.1% 224,298 $8.5M
Nomura Holdings Inc. 0.07% Add +308.8% 222,617 $8.4M
Rockefeller Capital Management L.P. 0.02% Add +4.5% 221,335 $8.3M
Moran Wealth Management, LLC 0.27% Reduce -0.4% 218,103 $8.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +3.5% 218,103 $8.2M
Creative Planning 0.01% Reduce -2.7% 217,849 $8.2M
Group One Trading LLC 0.29% Add +241.7% 217,209 $8.2M
Private Advisor Group, LLC 0.06% Reduce -5.8% 210,114 $7.9M
Altrius Capital Management Inc 1.98% Add +12.3% 208,225 $7.8M
Jefferies Financial Group Inc. 0.17% Add +5602.5% 199,645 $7.5M
Scotia Capital Inc. 0.04% Reduce -0.7% 196,640 $7.4M
Auxier Asset Management LLC 1.11% Reduce -0.2% 193,614 $7.3M
Geode Capital Management, LLC 0.00% No change 190,403 $7.2M
Baird Financial Group, Inc. 0.01% Add +8.8% 190,102 $7.2M
DAVENPORT & Co LLC 0.04% Reduce -6.9% 186,700 $7.0M
Kempner Capital Management Inc. 3.80% Reduce 0.0% 186,079 $7.0M
Barclays PLC 0.00% Add +13.5% 184,783 $7.0M
Mesirow Financial Investment Management, Inc. 0.16% Add +23.5% 182,812 $6.9M
Focus Partners Wealth 0.06% Add +9.1% 180,722 $6.8M
Marshall Wace, LLP 0.01% Add +166.8% 179,531 $6.8M
Beaumont Financial Advisors, LLC 0.55% New 177,338 $6.7M
Simplicity Wealth,LLC 0.16% New 176,100 $6.6M
Trexquant Investment LP 0.13% Add +7.7% 175,386 $6.6M
Scion Asset Management 6.37% New 175,000 $6.6M
Essex Investment Management Co. LLC 1.30% Reduce -7.4% 174,635 $6.6M
Bleakley Financial Group, LLC 0.19% Add +19.0% 170,395 $6.4M
RedJay Asset Management Inc. 3.98% New 170,000 $6.4M
Manning & Napier Group, LLC 0.08% Reduce -9.3% 169,406 $6.4M
Assetmark, Inc. 0.02% Add +2.7% 169,124 $6.4M
Corient Private Wealth LP 0.01% Reduce -6.6% 163,898 $6.2M
Logan Capital Management Inc. 0.26% Reduce -1.1% 161,667 $6.1M
Pacific Heights Asset Management LLC 0.50% No change 160,000 $6.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% New 159,421 $6.0M
MML Investors Services, LLC 0.02% Add +2.6% 152,220 $5.7M
Advocate Group LLC 1.14% Add +6.0% 151,664 $5.7M
QRG Capital Management, Inc. 0.07% Reduce -1.9% 151,488 $5.7M
Hennessy Advisors Inc. 0.24% Add +15.1% 150,800 $5.7M
BW Gestao de Investimentos Ltda. 0.51% New 150,000 $5.7M
Vishria Bird Financial Group, LLC 2.38% Add +0.4% 147,548 $5.6M
Y-Intercept (Hong Kong) Ltd 0.41% Add +347.7% 145,883 $5.5M
Crossmark Global Holdings, Inc. 0.10% Reduce -6.3% 143,391 $5.4M
CSS LLC 1.31% Add +5.2% 142,223 $5.4M
Old Mission Capital LLC 0.13% Reduce -78.6% 140,662 $5.3M
Bokf, NA 0.09% Reduce -3.5% 136,723 $5.2M
Neville Rodie & Shaw Inc. 0.39% Add +4.4% 135,358 $5.1M
Regions Financial Corp. 0.04% Reduce -1.6% 134,476 $5.1M
National Bank of Canada 0.01% Reduce -0.7% 133,492 $5.1M
Baker Ellis Asset Management LLC 0.74% Add +2.6% 132,377 $5.0M
Clearbridge Investments, LLC 0.00% Add +1.5% 127,872 $4.8M
SouthState Bank Corp 0.38% Add +3.0% 127,853 $4.8M
Lazari Capital Management, Inc. 2.61% Reduce -1.8% 127,405 $4.8M
Tocqueville Asset Management L.P. 0.08% Reduce -22.6% 127,168 $4.8M
Kestra Advisory Services, LLC 0.03% Add +7.2% 123,896 $4.7M
Butensky & Cohen Financial Security, Inc. 1.45% Add +2.2% 123,464 $4.7M
BBR Partners, LLC 0.37% Add +23.8% 123,047 $4.6M
Quantitative Investment Management, LLC 0.27% Add +13.2% 122,696 $4.6M
SIR Capital Management, L.P. 0.47% Add +38.5% 122,600 $4.6M
Pittenger & Anderson Inc. 0.18% Add +0.5% 120,225 $4.5M
D.A. Davidson & Co. 0.04% Add +30.9% 119,628 $4.5M
Orion Porfolio Solutions, LLC 0.05% Add +8.4% 118,740 $4.5M
Orion Portfolio Solutions, LLC 0.05% Add +8.4% 118,740 $4.5M
Verus Capital Partners, LLC 0.49% Reduce -9.4% 118,574 $4.5M
Oppenheimer & Co. Inc. 0.07% Add +2.4% 118,418 $4.5M
Ritholtz Wealth Management 0.15% Add +19.0% 114,881 $4.3M
Brown Advisory Inc. 0.01% Reduce -5.2% 114,010 $4.3M
Phoenix Financial Ltd. 0.06% Reduce -0.5% 113,915 $4.3M
Amova Asset Management Americas, Inc. 0.04% Reduce -6.5% 112,921 $4.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -6.5% 112,921 $4.3M
Meyer Handelman Co. 0.15% Reduce -7.5% 112,669 $4.2M
Beacon Pointe Advisors, LLC 0.05% Add +7.6% 112,401 $4.2M
Glenmede Trust Co. NA 0.02% Reduce -0.3% 111,156 $4.2M
South Dakota Investment Council 0.09% No change 110,136 $4.2M
Atom Investors LP 0.52% Add +454.7% 109,309 $4.1M
Blair William & Co. 0.01% Reduce -22.4% 108,415 $4.1M
Signet Financial Management, LLC 0.56% Add +2.5% 108,250 $4.1M
Meritage Portfolio Management 0.26% Reduce -7.6% 107,420 $4.0M
Managed Asset Portfolios, LLC 0.59% New 106,987 $4.0M
tru Independence LLC 1.16% Reduce -0.3% 104,620 $3.9M
Charles Schwab Investment Management Inc. 0.00% Add +52.2% 103,879 $3.9M
Oppenheimer Asset Management Inc. 0.06% Reduce -7.6% 103,782 $3.9M
Avantax Advisory Services, Inc. 0.03% Add +1.7% 97,875 $3.7M
Columbia Asset Management 0.74% No change 102,360 $3.6M
Prospera Financial Services Inc 0.11% Reduce -8.2% 95,702 $3.6M
Cresset Asset Management, LLC 0.02% Add +31.3% 95,207 $3.6M
Willis Johnson & Associates, Inc. 0.31% Add +42.4% 94,975 $3.6M
Moors & Cabot, Inc. 0.19% Reduce -1.2% 94,973 $3.6M
Huntington National Bank 0.04% Reduce -4.7% 94,407 $3.6M
Wright Investors Service Inc. 0.90% Add +1.1% 93,768 $3.5M
Vaughan David Investments LLC 0.09% Reduce -5.3% 92,987 $3.5M
Richard P Slaughter Associates Inc 0.84% Add +19.5% 92,442 $3.5M
NewEdge Wealth, LLC 0.08% Add +14.4% 89,905 $3.5M
Community Trust & Investment Co. 0.24% Add +12.7% 90,524 $3.4M
Quinn Opportunity Partners LLC 0.38% Add +351.0% 90,200 $3.4M
Financial Partners Group, LLC 1.29% Add +1.3% 88,163 $3.3M
Hedges Asset Management LLC 2.28% Add +0.7% 86,499 $3.3M
Kestra Private Wealth Services, LLC 0.07% Add +2.1% 86,097 $3.2M
Soros Fund Management 0.13% Reduce -50.0% 85,000 $3.2M
Atria Wealth Solutions, Inc. 0.04% Add +17.0% 84,100 $3.2M
Capital Advisors Inc. 0.07% Add +8.4% 81,806 $3.1M
Parallax Volatility Advisers, L.P. 0.10% Reduce -62.0% 81,714 $3.1M
Man Group plc 0.01% New 81,515 $3.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.5% 81,421 $3.1M
Spirit of America Management Corp. 0.62% No change 81,361 $3.1M
IFP Advisors, Inc 0.13% Add +0.2% 80,576 $3.0M
Jackson Hole Capital Partners, LLC 0.69% Add +29.1% 80,445 $3.0M
Delta Capital Management LLC 2.04% No change 80,430 $3.0M
Baker Avenue Asset Management, LP 0.12% Add +0.2% 79,509 $3.0M
Raymond James Trust N.A. 0.07% Add +1.2% 79,337 $3.0M
Vanguard Personalized Indexing Management, LLC 0.06% Add +4.2% 77,542 $2.9M
Murphy, Middleton, Hinkle & Parker, Inc. 1.69% No change 77,009 $2.9M
Advisors Asset Management, Inc. 0.06% Add +0.6% 76,137 $2.9M
Larson Financial Group LLC 0.22% Reduce -4.5% 76,066 $2.9M
CMT Capital Markets Trading GmbH 1.28% Add +119.1% 74,500 $2.8M
Global Wealth Management Investment Advisory, Inc. 0.69% Reduce -4.2% 74,335 $2.8M
Graham Capital Management, L.P. 0.14% Reduce -77.3% 72,331 $2.7M
Rothschild Investment LLC 0.20% Add +2.1% 72,261 $2.7M
Kingsview Wealth Management, LLC 0.07% Add +5.3% 70,355 $2.7M
Evergreen Capital Management LLC 0.10% Add +0.4% 70,150 $2.6M
Meridian Investment Counsel Inc. 0.88% Reduce -2.7% 69,849 $2.6M
Commerce Bank 0.02% Add +1.9% 68,927 $2.6M
Pinnacle Associates Ltd. 0.04% Reduce -1.3% 68,551 $2.6M
Atria Investments, Inc 0.04% Add +12.8% 68,345 $2.6M
Engineers Gate Manager LP 0.07% Add +19.0% 68,031 $2.6M
NewEdge Advisors, LLC 0.02% Reduce -0.2% 67,596 $2.5M
Welch & Forbes LLC 0.03% Reduce -2.3% 66,992 $2.5M
Keybank National Association 0.01% Add +2.2% 65,698 $2.5M
Naviter Wealth, LLC 0.40% Add +9.1% 65,097 $2.5M
Tidal Investments LLC 0.04% Add +0.1% 65,135 $2.5M
Blackstone Inc. 0.01% Add +6.6% 64,828 $2.4M
Stratos Wealth Partners, LTD. 0.04% Reduce -4.2% 64,463 $2.4M
Kavar Capital Partners Group, LLC 0.44% Reduce -50.7% 63,647 $2.4M
Two Sigma Securities, LLC 0.12% Reduce -41.9% 63,627 $2.4M
Fagan Associates, Inc. 0.44% Reduce -1.5% 62,851 $2.4M
Advisory Services Network, LLC 0.05% Add +6.9% 62,495 $2.4M
Gilliland Jeter Wealth Management LLC 0.81% Reduce -10.7% 61,688 $2.3M
Azimuth Capital Investment Management LLC 0.10% Reduce -3.6% 61,283 $2.3M
Meitav Investment House Ltd. 0.04% Reduce -0.6% 60,815 $2.3M
Park Avenue Securities LLC 0.03% Add +8.6% 60,198 $2.3M
Adage Capital Partners Gp, L.L.C. 0.00% Add +50.0% 60,000 $2.3M
Solstein Capital, LLC 1.53% Reduce -11.2% 58,519 $2.2M
IFG Advisory, LLC 0.16% Add +224.5% 58,218 $2.2M
Cwm, LLC 0.01% Add +7.0% 57,722 $2.2M
Fifth Third Bancorp 0.01% Reduce -15.8% 57,100 $2.2M
Old National Bancorp 0.05% Reduce -9.1% 57,000 $2.1M
Hayek Kallen Investment Management 0.82% New 56,935 $2.1M
Seven Eight Capital, LP 0.22% Reduce -42.6% 56,673 $2.1M
Peapack Gladstone Financial Corp. 0.03% Reduce -8.6% 56,694 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Add +25.0% 56,353 $2.1M
Sigma Planning Corp 0.07% Add +58.3% 56,094 $2.1M
Kennedy Investment Group, Inc. 1.12% Add +0.6% 55,482 $2.1M
GAM Holding AG 0.15% Reduce -0.1% 55,416 $2.1M
United Capital Financial Advisors, LLC 0.02% Reduce -3.4% 54,616 $2.1M
Wedbush Securities Inc. 0.08% Add +39.2% 53,878 $2.0M
Independent Advisor Alliance 0.07% Reduce -4.9% 53,495 $2.0M
TD Private Client Wealth LLC 0.07% Add +0.3% 53,124 $2.0M
CENTRAL TRUST Co 0.05% Reduce -16.0% 52,902 $2.0M
Deutsche Bank AG 0.00% Reduce -10.8% 52,603 $2.0M
CIBC Private Wealth Group LLC 0.00% Reduce -17.4% 51,567 $2.0M
Valeo Financial Advisors, LLC 0.07% Add +10.1% 49,655 $2.0M
Vestmark Advisory Solutions, Inc. 0.08% Add +4.2% 50,923 $1.9M
Prosperitas Financial LLC 1.23% Add +22.7% 50,911 $1.9M
Valicenti Advisory Services Inc. 0.53% New 50,360 $1.9M
Paragon Associates & Paragon Associates II Joint Venture 3.36% No change 50,000 $1.9M
First Trust Direct Indexing L.P. 0.14% Reduce -1.4% 49,955 $1.9M
Prospect Financial Services LLC 1.54% Reduce -38.1% 49,602 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -1.5% 49,338 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.6% 48,521 $1.8M
HighPoint Advisor Group LLC 0.13% Reduce -8.5% 47,958 $1.8M
Bank of New Hampshire 0.48% Add +5.3% 48,368 $1.8M
Credit Suisse AG/ 0.00% Reduce -39.8% 48,387 $1.8M
Assenagon Asset Management S.A. 0.00% Reduce -90.8% 45,708 $1.7M
Stock Yards Bank & Trust Co. 0.06% Add +13.2% 45,683 $1.7M
Ameritas Advisory Services, LLC 0.07% Add +7.4% 45,426 $1.7M
Insight Inv LLC 1.49% No change 44,970 $1.7M
Schechter Investment Advisors, LLC 0.13% Add +6.7% 45,415 $1.7M
Douglass Winthrop Advisors, LLC 0.04% Add +8.0% 45,158 $1.7M
Twin Tree Management, LP 0.04% Reduce -64.2% 44,892 $1.7M
Lincoln National Corp. 0.03% Add +2.6% 44,802 $1.7M
International Assets Investment Management, LLC 0.18% Add +7.3% 44,242 $1.7M
B. Riley Wealth Advisors, Inc. 0.05% Add +0.1% 43,328 $1.7M
NorthCoast Asset Management LLC 0.02% Add +25.9% 44,400 $1.7M
Stephens Inc. 0.03% Add +16.2% 44,352 $1.7M
Burney Co./ 0.06% No change 43,808 $1.7M
Walleye Trading LLC 0.03% Add +3.3% 43,685 $1.6M
Harbour Investments, Inc. 0.06% Add +2.8% 43,565 $1.6M
Investors Asset Management of Georgia Inc. /Ga/ 0.77% Reduce -0.7% 43,281 $1.6M
Vise Technologies, Inc. 0.32% Add +1.8% 42,728 $1.6M
Mutual Advisors, LLC 0.05% Add +22.3% 41,884 $1.6M
Global Retirement Partners, LLC 0.06% Reduce -2.0% 41,390 $1.6M
Caprock Group, LLC 0.09% Add +2.1% 41,327 $1.6M
Harvest Portfolios Group Inc. 0.06% Add +3.8% 41,313 $1.6M
Monograph Wealth Advisors, LLC 0.23% New 41,233 $1.6M
Arkadios Wealth Advisors 0.12% Reduce -14.8% 41,128 $1.5M
Altman Advisors, Inc. 0.75% Add +4.4% 40,818 $1.5M
Transcend Capital Advisors, LLC 0.12% Add +4.5% 40,981 $1.5M
Atlas Brown,Inc. 0.56% Reduce -8.5% 40,821 $1.5M
Cyndeo Wealth Partners, LLC 0.13% Add +4.9% 40,377 $1.5M
Hartree Partners, LP 0.39% Add +14.3% 40,000 $1.5M
Credential Qtrade Securities Inc. 0.08% Add +12.1% 39,470 $1.5M
Venture Visionary Partners LLC 0.07% Add +2.1% 39,157 $1.5M
Apollon Wealth Management, LLC 0.05% Reduce -9.1% 39,022 $1.5M
Rwa Wealth Partners, LLC 0.02% Reduce -3.8% 38,939 $1.5M
Royal Fund Management, LLC 0.17% Add +6.4% 38,824 $1.5M
Financial Counselors Inc. 0.02% Reduce -21.1% 37,863 $1.4M
Steward Partners Investment Solutions, LLC 0.24% Add +1.9% 37,599 $1.4M
Verdence Capital Advisors LLC 0.13% Add +3.6% 37,355 $1.4M
Accordant Advisory Group Inc 1.05% — 37,152 $1.4M
Parsons Capital Management Inc. 0.10% Reduce -10.1% 36,991 $1.4M
Bayesian Capital Management, LP 0.13% New 36,900 $1.4M
Meridian Wealth Management, LLC 0.23% Reduce -1.3% 36,763 $1.4M
Equitable Holdings, Inc. 0.02% Add +9.7% 36,613 $1.4M
Autumn Glory Partners, LLC 0.67% No change 36,121 $1.4M
Focus Partners Advisor Solutions, LLC 0.04% Add +304.0% 36,091 $1.4M
APG Asset Management N.V. 0.00% Reduce -13.1% 38,977 $1.4M
Wolverine Trading, LLC 0.01% Add +24.7% 35,966 $1.4M
PFG Investments, LLC 0.08% New 35,959 $1.4M
Integrated Wealth Concepts LLC 0.02% Reduce -2.8% 35,360 $1.3M
SeaCrest Wealth Management, LLC 0.16% Reduce -7.7% 35,020 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +4.3% 34,605 $1.3M
Signaturefd, LLC 0.03% Reduce -0.6% 34,318 $1.3M
Barden Capital Management, Inc. 1.23% Reduce -13.2% 33,633 $1.3M
Jones Financial Companies LLLP 0.00% Add +1.9% 33,543 $1.3M
WP Advisors, LLC 0.41% Reduce -15.0% 33,264 $1.3M
McKinley Capital Management LLC 0.15% Reduce -8.1% 33,194 $1.3M
Ausdal Financial Partners, Inc. 0.15% Reduce -0.9% 33,189 $1.3M
Sowell Financial Services LLC 0.06% Add +14.7% 33,078 $1.2M
Ativo Capital Management LLC 1.25% Reduce -0.3% 33,051 $1.2M
Dynamic Technology Lab Private Ltd 0.13% Add +136.2% 32,765 $1.2M
Parallel Advisors, LLC 0.03% Add +3.9% 32,594 $1.2M
Sequoia Financial Advisors, LLC 0.02% Add +12.8% 32,161 $1.2M
Elevation Point Wealth Partners, LLC 0.09% Add +49.0% 32,112 $1.2M
Snowden Capital Advisors LLC 0.04% Add +20.3% 31,871 $1.2M
Mengis Capital Management, Inc. 0.18% Add +24.1% 31,611 $1.2M
Insigneo Advisory Services, LLC 0.14% Add +14.6% 31,568 $1.2M
Mgo One Seven LLC 0.06% Reduce -10.0% 31,511 $1.2M
Hunter Perkins Capital Management, LLC 0.24% Reduce -6.1% 31,338 $1.2M
Townsquare Capital LLC 0.02% Reduce -56.2% 31,255 $1.2M
Cooper Financial Group 0.19% Reduce -2.3% 31,244 $1.2M
Highland Capital Management, LLC 0.07% No change 31,228 $1.2M
Avidian Wealth Enterprises, LLC 0.06% Add +39.5% 30,913 $1.2M
Lantz Financial LLC 0.37% Reduce -0.9% 30,740 $1.2M
Level Four Advisory Services, LLC 0.06% Add +2.6% 32,669 $1.2M
Quotient Wealth Partners, LLC 0.04% Reduce -0.3% 30,384 $1.1M
Intrua Financial, LLC 0.18% Add +1.5% 30,081 $1.1M
Arete Wealth Advisors, LLC 0.10% Add +18.5% 29,956 $1.1M
Stableford Capital II LLC 0.45% Add +0.2% 29,903 $1.1M
Axq Capital, LP 0.27% New 29,800 $1.1M
Quantbot Technologies LP 0.06% Reduce -66.3% 29,625 $1.1M
Chicago Capital, LLC 0.03% No change 29,527 $1.1M
First Financial Corp. 0.56% Reduce -20.8% 29,332 $1.1M
Linscomb Wealth, Inc. 0.06% Add +41.1% 29,329 $1.1M
DekaBank Deutsche Girozentrale 0.00% No change 29,626 $1.1M
Associated Banc-Corp 0.03% Add +0.5% 29,157 $1.1M
Greenwood Capital Associates LLC 0.14% Reduce -2.2% 28,854 $1.1M
Quantinno Capital Management LP 0.02% Reduce -8.2% 28,797 $1.1M
Rhumbline Advisers 0.00% Add +9.7% 28,664 $1.1M
Tower Research Capital LLC (TRC) 0.03% Add +14983.7% 28,659 $1.1M
1ST Source Bank 0.06% Reduce -3.6% 28,557 $1.1M
Vantage Financial Partners Ltd., Inc. 0.27% Add +1.2% 27,851 $1.0M
SG Americas Securities, LLC 0.01% Reduce -31.6% 27,841 $1.0M
Rafferty Asset Management, LLC 0.00% Reduce -9.0% 27,827 $1.0M
Beacon Financial Advisory LLC 0.51% Add +5.0% 27,674 $1.0M
Ellsworth Advisors, LLC 0.30% New 26,410 $1.0M
Savant Capital, LLC 0.01% Add +15.7% 27,591 $1.0M
GMO 0.00% Reduce -94.6% 27,169 $1.0M
Grey Street Capital, LLC 0.14% Add +145.9% 27,157 $1.0M
Zions Bancorporation, N.A. 0.08% Add +3.4% 27,107 $1.0M
First Financial Bank - Trust Division 0.10% Reduce -4.5% 27,056 $1.0M
SYSTM Wealth Solutions LLC 0.13% Reduce -9.9% 26,719 $1.0M
Mark Sheptoff Financial Planning, LLC 0.56% New 26,600 $1.0M
First American Bank 0.08% No change 26,589 $1.0M
Sabal Trust CO 0.06% No change 26,458 $997K
Pitti Group Wealth Management, LLC 1.11% No change 25,127 $996K
Strategic Global Advisors, LLC 0.21% Reduce -0.2% 26,426 $996K
GeoWealth Management, LLC 0.04% Add +14.7% 25,854 $974K
Wealth Alliance Advisory Group, LLC 0.23% No change 25,757 $971K
Garde Capital, Inc. 0.07% Reduce -0.5% 25,667 $967K
Fox Run Management, L.L.C. 0.21% New 25,555 $963K
Heritage Trust Co 0.13% Reduce -2.8% 25,449 $959K
Vident Advisory, LLC 0.02% Add +5.0% 25,387 $957K
SVB Wealth LLC 0.02% Reduce -2.3% 25,309 $954K
Foster & Motley Inc. 0.07% Reduce -0.7% 25,266 $952K
Cozad Asset Management Inc. 0.10% Reduce -1.1% 25,243 $951K
Legacy Capital Group California, Inc. 0.35% Reduce -3.4% 24,856 $937K
Cookson Peirce & Co. Inc. 0.05% New 24,812 $935K
Mission Wealth Management, LP 0.02% Add +37.0% 24,640 $928K
Tiaa Trust, National Association 0.00% Reduce -10.6% 24,514 $924K
Fairview Capital Investment Management, LLC 0.05% New 24,360 $918K
Headlands Technologies LLC 0.22% Add +110.5% 24,326 $917K
Fidelis Capital Partners, LLC 0.14% Add +56.9% 24,252 $914K
Wesbanco Bank Inc. 0.03% Add +15.7% 24,221 $913K
MAI Capital Management 0.01% Reduce -10.3% 24,180 $911K
Guggenheim Capital LLC 0.01% Reduce -25.8% 24,050 $906K
Capital Investment Advisory Services, LLC 0.10% Reduce -5.8% 23,989 $904K
Martin Investment Management, LLC 0.22% No change 23,960 $903K
Corsair Capital Management, L.P. 0.25% New 23,678 $892K
Vertex Planning Partners, LLC 0.24% Reduce -11.3% 23,456 $884K
Sapient Capital LLC 0.02% Reduce -21.0% 23,455 $884K
Synovus Financial Corp. 0.01% Add +7.2% 23,446 $884K
Donoghue Forlines LLC 0.25% Add +0.8% 23,384 $881K
Whittier Trust Co. of Nevada Inc. 0.03% Add +31.2% 23,254 $876K
Great Valley Advisor Group, Inc. 0.03% Add +4.6% 23,240 $876K
Monarch Capital Management Inc. 0.25% Reduce 0.0% 23,167 $873K
Csenge Advisory Group 0.05% Reduce -3.2% 23,163 $873K
Forum Financial Management, LP 0.01% Add +0.6% 23,144 $872K
GYL Financial Synergies, LLC 0.07% Reduce -7.1% 23,119 $871K
AQR Capital Management 0.00% New 23,055 $869K
AE Wealth Management LLC 0.01% Reduce -93.4% 22,984 $866K
Rossmore Private Capital 0.11% Add +6.1% 22,968 $865K
Buckingham Strategic Wealth, LLC 0.01% Add +24.9% 22,943 $864K
Principal Securities, Inc. 0.03% Add +1.3% 22,862 $861K
Modern Wealth Management, LLC 0.08% Add +0.5% 22,775 $858K
Caas Capital Management LP 0.36% New 22,612 $852K
Qtron Investments LLC 0.12% Reduce -38.9% 22,437 $845K
Bfsg, LLC 0.11% Reduce -9.3% 22,385 $843K
Quadrant Capital Group LLC 0.07% Reduce -2.3% 22,207 $837K
John G Ullman & Associates Inc. 0.13% No change 22,200 $836K
Left Brain Wealth Management, LLC 0.40% No change 21,753 $820K
Horizon Investment Services, LLC 0.40% No change 21,619 $815K
Wittenberg Investment Management, Inc. 0.28% No change 21,600 $814K
Osborne Partners Capital Management, LLC 0.05% No change 21,477 $809K
Founders Financial Alliance, LLC 0.24% Reduce -3.5% 21,465 $809K
Glenview Trust Co 0.02% Add +0.8% 21,445 $808K
Dynamic Advisor Solutions LLC 0.03% Reduce -0.2% 21,408 $807K
Moody National Bank Trust Division 0.06% Reduce -2.3% 21,293 $802K
Oak Harvest Investment Services 0.13% Add +0.4% 21,248 $801K
Balboa Wealth Partners 0.26% Reduce -1.1% 21,235 $800K
Range Financial Group LLC 0.41% Add +5.3% 21,179 $798K
Founders Financial Securities LLC 0.08% New 21,013 $792K
Prudential Financial Inc. 0.00% Reduce -6.4% 20,852 $786K
Greenleaf Trust 0.01% Add +9.4% 20,793 $783K
Dynasty Wealth Management, LLC 0.02% — 20,629 $777K
UMB Bank, n.a. 0.01% Reduce -16.3% 20,595 $776K
Awm Capital, LLC 0.13% Reduce -40.0% 20,579 $775K
Winning Points Advisors, LLC 1.19% No change 21,871 $774K
Pacific Global Investment Management Co. 0.15% Reduce -1.2% 20,451 $771K
Checchi Capital Advisers, LLC 0.06% Reduce -2.2% 20,249 $763K
Covenant Partners, LLC 0.22% Add +82.6% 20,234 $762K
Mitchell & Pahl Private Wealth, LLC 0.40% Add +6.6% 20,229 $762K
GC Wealth Management RIA, LLC 0.15% Add +19.8% 20,206 $761K
Courier Capital LLC 0.05% No change 20,110 $758K
FNY Investment Advisers, LLC 0.46% Reduce -33.3% 20,000 $753K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -41.6% 19,885 $749K
Merit Financial Group, LLC 0.02% Add +27.9% 19,340 $748K
InTrack Investment Management Inc 0.55% Add +9.5% 19,823 $747K
Johnson Investment Counsel Inc. 0.01% Reduce -5.6% 19,703 $742K
Louisbourg Investments Inc. 0.21% No change 19,680 $742K
Maxwell Wealth Strategies Inc. 0.38% Reduce -24.8% 20,059 $741K
Pinnacle Wealth Planning Services, Inc. 0.11% Reduce -5.5% 19,565 $737K
First Hawaiian Bank 0.02% Add +4.0% 19,469 $734K
Horizon Investments, LLC 0.02% Add +84500.0% 19,458 $733K
Birmingham Capital Management Co. Inc. 0.27% Reduce -16.5% 19,445 $733K
Syon Capital LLC 0.07% Add +13.9% 19,237 $725K
Nilsine Partners, LLC 0.10% Reduce -6.2% 19,087 $719K
McDonald Partners LLC 0.20% Add +98.1% 19,086 $719K
Legacy Financial Advisors, Inc. 0.13% Add +3.5% 19,026 $717K
Grandfield & Dodd, LLC 0.05% No change 18,968 $715K
Oxinas Partners, LLC 0.46% Reduce -0.4% 18,878 $711K
Gladstone Institutional Advisory LLC 0.04% Add +55.8% 18,863 $711K
Equitable Trust Co. 0.05% No change 18,857 $711K
J.W. Cole Advisors, Inc. 0.04% Reduce -7.7% 18,793 $708K
Onyx Bridge Wealth Group LLC 0.13% Reduce -1.3% 17,917 $707K
Edge Wealth Management LLC 0.15% Reduce -0.3% 18,765 $707K
Virtu Financial LLC 0.05% Reduce -62.8% 18,739 $706K
Vista Investment Management 0.29% New 18,611 $701K
Argyle Capital Management, LLC 0.27% Add +22.6% 18,441 $695K
Beese Fulmer Investment Management, Inc. 0.07% Reduce -5.1% 18,438 $695K
ARS Investment Partners, LLC 0.07% Reduce -12.5% 18,395 $693K
Westwood Holdings Group Inc. 0.01% No change 18,370 $692K
Cornerstone Wealth Management, LLC 0.06% Reduce -0.9% 18,353 $692K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +61.7% 18,346 $691K
Silvia McColl Wealth Management, LLC 0.59% No change 17,531 $691K
Mill Capital Management, LLC 0.06% No change 18,276 $689K
Edgestream Partners, L.P. 0.03% Add +11.4% 18,160 $684K
American National Bank & Trust 0.09% Add +15.7% 17,792 $670K
Texas Yale Capital Corp. 0.03% Add +18.7% 17,791 $670K
Lebenthal Global Advisors, LLC 0.15% Add +20.7% 17,683 $666K
Mather Group, Llc. 0.01% Reduce -16.1% 18,807 $666K
Allworth Financial LP 0.00% Add +85.6% 17,641 $665K
Wellington Shields & Co., LLC 0.22% No change 17,619 $664K
Smith Group Asset Management, LLC 0.04% Reduce -28.9% 17,479 $659K
Florida Trust Wealth Management Co 0.02% Add +1.4% 17,373 $655K
Prime Capital Investment Advisors, LLC 0.01% Reduce -5.0% 17,348 $654K
SpiderRock Advisors, LLC 0.02% — 17,266 $652K
HM Payson & Co. 0.01% Add +22.6% 17,235 $649K
Profund Advisors LLC 0.03% Reduce -12.3% 17,190 $648K
Susquehanna International Securities, Ltd. 0.26% Reduce -84.8% 17,181 $647K
Venturi Wealth Management, LLC 0.04% Add +13.8% 17,144 $646K
Foster Victor Wealth Advisors, LLC 0.06% Add +0.1% 16,275 $645K
Compound Planning, Inc. 0.06% Add +15.9% 17,110 $645K
Fort Point Capital Partners LLC 0.09% No change 17,057 $643K
CreativeOne Wealth, LLC 0.03% New 17,031 $642K
North Star Investment Management Corp. 0.05% No change 16,966 $639K
Analyst IMS Investment Management Services Ltd. 0.03% Add +88.7% 16,947 $638K
Elgethun Capital Management 0.16% Add +8.0% 16,936 $637K
Simmons Bank 0.05% Reduce -3.5% 16,862 $635K
Cowa, LLC 0.37% Reduce -2.9% 16,860 $635K
Raelipskie Partnership 0.36% Add +7.7% 16,777 $632K
Campbell & CO Investment Adviser LLC 0.05% Add +22.9% 16,757 $631K
Fiduciary Alliance LLC 0.11% Add +1.1% 16,584 $629K
Baxter Bros Inc. 0.08% Reduce -4.0% 16,672 $628K
Aptus Capital Advisors, LLC 0.01% Add +46.2% 16,541 $623K
Nicolet Advisory Services, LLC 0.06% Reduce -0.6% 15,775 $620K
Jackson Square Capital, LLC 0.16% No change 16,263 $613K
Benjamin F. Edwards & Company, Inc. 0.01% Add +27.2% 16,204 $610K
Aull & Monroe Investment Management Corp 0.28% Reduce -0.4% 16,066 $605K
Avior Wealth Management, LLC 0.03% Add +136.6% 16,006 $603K
Poehling Capital Management, INC. 0.16% Add +76.8% 15,973 $602K
Allegheny Financial Group 0.19% Add +3.2% 15,953 $601K
Burrus Financial Services, Inc. 0.31% Reduce -0.2% 15,943 $601K
West Family Investments, Inc. 0.19% No change 15,927 $600K
Crumly & Associates Inc. 0.16% Reduce -1.4% 15,880 $598K
Recurrent Investment Advisors LLC 0.07% New 118,080 $587K
Bessemer Group Inc. 0.00% Add +0.5% 15,504 $585K
LVW Advisors, LLC 0.10% Reduce -0.6% 15,519 $585K
HB Wealth Management, LLC 0.01% Add +14.8% 15,460 $583K
Waverly Advisors, LLC 0.01% New 15,449 $582K
Clarius Group, LLC 0.04% Reduce -3.3% 15,299 $576K
Coastwise Capital Group, LLC 0.54% Add +26.3% 15,229 $574K
Herold Advisors, Inc. 0.14% Add +15.2% 15,018 $566K
EverSource Wealth Advisors, LLC 0.04% Add +10.2% 14,589 $566K
Prosperity Consulting Group, LLC 0.07% New 15,009 $566K
Iat Reinsurance Co. LTD. 0.28% No change 15,000 $565K
Bridgefront Capital, LLC 0.43% Add +93.2% 14,981 $564K
CHICAGO TRUST Co NA 0.12% Add +7.2% 14,902 $562K
Mairs & Power Inc. 0.01% No change 14,850 $560K
Archer Investment Corp 0.17% Reduce -12.1% 14,849 $560K
Holderness Investments Co. 0.14% Reduce -0.4% 14,837 $559K
Saxon Interests, Inc. 0.27% Reduce -2.6% 14,811 $558K
Williams Jones Wealth Management, LLC. 0.01% Reduce -5.6% 14,742 $555K
Investment Partners, LTD. 0.25% Add +1.0% 14,693 $554K
FRG Family Wealth Advisors LLC 0.11% No change 14,227 $552K
Hantz Financial Services, Inc. 0.01% Add +0.6% 14,636 $551K
Karpas Strategies, LLC 0.17% No change 14,584 $550K
Cubic Asset Management, LLC 0.13% No change 14,480 $546K
Personal Cfo Solutions, LLC 0.08% Add +39.8% 14,421 $543K
Busey Bank 0.02% Reduce -2.7% 14,393 $542K
Lanark Financial, Inc. 0.05% Reduce -6.5% 14,318 $539K
Daymark Wealth Partners, LLC 0.03% Reduce -0.7% 14,236 $536K
Ethic Inc. 0.01% Add +11.5% 14,201 $535K
Kelleher Financial Advisors 0.22% New 14,173 $534K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -6.9% 14,115 $532K
Allen Capital Group, LLC 0.08% No change 14,111 $532K
Leonteq Securities AG 0.07% Add +7.8% 14,057 $530K
Good Life Advisors, LLC 0.05% Reduce -1.9% 14,048 $529K
Coldstream Capital Management Inc. 0.01% Add +42.4% 14,046 $529K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Add +0.1% 13,344 $529K
Cullinan Associates Inc. 0.03% No change 14,000 $528K
Catalyst Capital Advisors LLC 0.01% New 14,000 $528K
Integrated Advisors Network LLC 0.03% New 13,943 $525K
Patten & Patten Inc. 0.04% Reduce -10.1% 13,851 $522K
Concurrent Investment Advisors, LLC 0.02% Reduce -21.4% 13,822 $521K
Crescent Grove Advisors, LLC 0.05% Add +126.4% 13,777 $519K
MIdWestOne Financial Group, Inc. 0.09% Add +23.6% 13,687 $516K
Choate Investment Advisors 0.01% Reduce -9.0% 13,637 $514K
Hilltop National Bank 0.17% — 13,620 $513K
Investors Research Corp 0.12% Reduce -3.4% 13,610 $513K
Financial Sense Advisors, Inc. 0.18% Reduce -85.0% 13,588 $512K
White Wing Wealth Management 0.42% No change 13,481 $511K
Moneco Advisors, LLC 0.08% Add +3.2% 13,552 $511K
Burford Brothers, Inc. 0.33% Add +0.1% 13,507 $509K
Capital Investment Advisors, LLC 0.01% Reduce -1.6% 13,486 $508K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.2% 13,399 $505K
Concourse Financial Group Securities, Inc. 0.03% Add +1.4% 13,314 $502K
Kanawha Capital Management LLC 0.04% Reduce -4.5% 13,261 $500K
Chicago Partners Investment Group LLC 0.02% Reduce -3.0% 12,714 $500K
Howland Capital Management LLC 0.02% Reduce -43.7% 13,134 $495K
Malaga Cove Capital, LLC 0.20% No change 13,019 $491K
Bay Rivers Group 0.27% No change 13,000 $490K
Sentry LLC 0.09% No change 12,920 $487K
Roberts Glore & Co. Inc. 0.15% No change 12,896 $486K
Strategic Blueprint, LLC 0.03% Reduce -3.4% 12,870 $485K
King Luther Capital Management Corp. 0.00% Reduce -3.0% 12,640 $476K
Legacy Wealth Asset Management, LLC 0.13% Add +3.6% 12,594 $475K
Imprint Wealth LLC 0.11% Add +6.3% 12,447 $472K
Fulton Bank, N.A. 0.02% Add +20.3% 12,328 $465K
Argent Trust Co 0.02% No change 12,321 $464K
Gallacher Capital Management LLC 0.24% Add +5.0% 12,292 $463K
Weinberger Asset Management, Inc 0.22% Reduce -19.5% 12,214 $460K
IHT Wealth Management, LLC 0.02% Reduce -8.0% 12,199 $460K
RNC Capital Management LLC 0.03% Reduce -8.4% 12,198 $460K
Fruth Investment Management 0.12% No change 12,192 $459K
Whittier Trust Co. 0.01% Reduce -9.4% 12,163 $458K
Krilogy Financial LLC 0.04% No change 12,149 $458K
Pekin Hardy Strauss, Inc. 0.06% Reduce -1.2% 12,087 $455K
Trust Point Inc. 0.04% Add +7.4% 12,076 $455K
Wintrust Investments LLC 0.04% Reduce -14.3% 12,073 $455K
OneDigital Investment Advisors LLC 0.01% Add +4.0% 12,016 $453K
Northeast Investment Management 0.02% No change 11,997 $452K
Asset Allocation & Management Company, LLC 0.30% No change 12,000 $452K
Pitcairn Co. 0.03% Reduce -9.0% 11,983 $452K
Accurate Wealth Management, LLC 0.13% Reduce -0.3% 11,597 $447K
Goodman Financial Corp 0.10% Reduce -12.3% 11,822 $445K
Centaurus Financial, Inc. 0.03% Reduce -1.7% 11,791 $444K
Pinnacle Financial Partners Inc 0.01% Add +2.8% 11,696 $441K
Ar Asset Management Inc. 0.11% No change 11,642 $439K
Country Club Bank 0.03% Add +1.6% 11,536 $435K
Keystone Financial Group 0.06% Add +0.6% 11,456 $432K
Sage Rhino Capital LLC 0.10% Add +1.5% 11,416 $430K
Augustine Asset Management Inc. 0.18% No change 11,404 $430K
LM Advisors LLC 0.08% No change 11,377 $429K
KLCM Advisors, Inc. 0.06% Reduce -0.9% 11,379 $429K
Plancorp, LLC 0.02% Add +2.1% 11,288 $425K
Federation des caisses Desjardins du Quebec 0.00% Add +4.6% 11,265 $424K
Thrivent Financial for Lutherans 0.00% Reduce -41.3% 11,234 $423K
Peddock Capital Advisors, LLC 0.11% Add +1.6% 11,219 $423K
Spire Wealth Management 0.01% Reduce -5.9% 11,213 $422K
Wagner Wealth Management, LLC 0.13% Reduce -17.5% 11,200 $422K
Rosenberg Matthew Hamilton 0.12% Add +1.3% 11,060 $420K
Nicholas Hoffman & Company, LLC. 0.02% Add +6.7% 11,113 $419K
Stonegate Investment Group, LLC 0.01% Add +33.8% 11,090 $418K
Jacobi Capital Management LLC 0.04% Add +27.3% 11,041 $416K
Reitz Capital Advisors LLC 0.75% No change 11,745 $416K
Sunbelt Securities, Inc. 0.05% No change 11,026 $415K
Choreo, LLC 0.01% Add +45.3% 11,003 $415K
Koshinski Asset Management, Inc. 0.04% Reduce -18.4% 10,936 $412K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 10,586 $412K
Fiduciary Trust Co 0.01% Reduce -0.4% 10,872 $410K
Alps Advisors Inc. 0.00% Add +1.4% 10,859 $409K
Hilltop Holdings Inc. 0.05% Reduce -47.3% 10,820 $408K
Schwarz Dygos Wheeler Investment Advisors LLC 0.12% Reduce -2.3% 10,817 $408K
Keebeck Wealth Management 0.06% Reduce -27.0% 10,807 $407K
Accel Wealth Management 0.17% Add +3.4% 10,771 $406K
WCG Wealth Advisors LLC 0.03% Reduce -22.9% 10,718 $404K
Cedar Brook Financial Partners, LLC 0.08% Reduce -0.7% 10,716 $404K
BSW Wealth Partners 0.07% Add +0.0% 10,691 $403K
Inscription Capital, LLC 0.07% New 10,675 $402K
Xcel Wealth Management, LLC 0.13% Reduce -0.9% 10,598 $399K
Brookstone Capital Management 0.01% Reduce -14.0% 10,569 $398K
Confluence Wealth Services, Inc. 0.03% Add +2.0% 10,468 $394K
Shayne & Jacobs, LLC 0.11% No change 10,446 $394K
Freestone Capital Holdings, LLC 0.01% New 10,400 $392K
Wealthspire Advisors, LLC 0.01% Reduce -2.0% 10,390 $391K
Hartline Investment Corp./ 0.07% New 10,367 $391K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% New 10,367 $391K
Perkins Capital Management Inc. 0.33% No change 10,350 $390K
Hexagon Capital Partners LLC 0.09% Add +0.1% 10,345 $390K
Winch Advisory Services, LLC 0.12% Add +2.1% 10,343 $390K
Capital Investment Counsel, Inc 0.07% No change 10,305 $388K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -0.3% 10,304 $388K
Marcum Wealth, LLC 0.04% Add +44.1% 10,302 $388K
Exencial Wealth Advisors, LLC 0.01% Reduce -3.7% 10,294 $388K
Atlas Capital Advisors Inc. 0.06% Reduce -4.4% 10,285 $388K
Focus Financial Network, Inc. 0.02% — 10,201 $387K
Private Trust Co. NA 0.04% Reduce -1.6% 10,184 $384K
NFSG Corp 0.17% New 10,153 $383K
Straight Path Wealth Management 0.21% No change 10,142 $382K
&partners 0.05% Add +62.0% 10,132 $382K
Sweet Financial Partners, LLC 0.09% No change 10,083 $380K
PICTET BANK & TRUST Ltd 0.40% Reduce -9.0% 10,060 $379K
BancFirst Trust & Investment Management 0.18% No change 10,017 $377K
Eastern Bank 0.02% No change 10,000 $377K
Moloney Securities Asset Management, LLC 0.06% Add +1.1% 9,940 $375K
Crewe Advisors LLC 0.04% Add +3.1% 9,929 $374K
Silvercrest Asset Management Group LLC 0.00% No change 9,885 $372K
Van Leeuwen & Company, LLC 0.19% No change 9,871 $372K
Wunderlich Capital Managemnt 0.17% Reduce -11.1% 9,870 $372K
ProVise Management Group, LLC 0.03% Add +33.4% 9,863 $372K
CX Institutional 0.02% Reduce -1.0% 9,859 $371K
Flputnam Investment Management Co. 0.01% Add +10.7% 9,846 $371K
Aaron Wealth Advisors LLC 0.05% New 9,800 $369K
Winslow Asset Management Inc. 0.07% No change 9,762 $368K
Arbor Capital Management Inc. 0.35% Reduce -12.3% 9,721 $368K
Capital Analysts, LLC 0.02% Add +0.2% 9,737 $367K
Blue Trust, Inc. 0.01% Reduce -25.1% 9,632 $363K
Independent Financial Group, LLC 0.02% Reduce -23.3% 9,619 $362K
EP Wealth Advisors, LLC 0.00% Reduce -7.7% 9,609 $362K
TrueWealth Advisors, LLC 0.14% Add +1.0% 9,604 $362K
SCP Investment, LP 0.23% Add +41.2% 9,600 $362K
Horizon Kinetics Asset Management LLC 0.01% No change 9,519 $359K
Formidable Asset Management, LLC 0.06% Add +41.7% 9,457 $356K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -4.1% 9,457 $356K
FinTrust Capital Advisors, LLC 0.07% Reduce -12.6% 9,404 $354K
Almanack Investment Partners, LLC. 0.06% New 9,395 $354K
Financial Strategies Group, Inc. 0.10% No change 9,000 $354K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -3.0% 9,381 $353K
180 Wealth Advisors, LLC 0.06% Add +2.5% 9,345 $352K
Advisors Management Group Inc. 0.09% Reduce -5.7% 9,340 $352K
CWA Asset Management Group, LLC 0.02% Reduce -0.3% 9,322 $351K
Lake Street Advisors Group, LLC 0.02% Reduce -8.2% 9,311 $351K
Rothschild Wealth LLC 0.12% — 9,287 $350K
Keb Asset Management, LLC 0.12% Add +1.1% 9,286 $350K
NBT Bank, N.A. 0.03% Add +0.4% 9,244 $348K
Phillips Wealth Planners LLC 0.40% Add +27.2% 8,936 $345K
Foundations Investment Advisors, LLC 0.01% Add +1.5% 9,115 $343K
Barometer Capital Management Inc. 0.09% Add +168.2% 8,850 $343K
Steel Grove Capital Advisors, LLC 0.05% No change 9,105 $343K
Morningstar Investment Services LLC 0.00% Reduce -49.2% 9,144 $343K
Chapin Davis, Inc. 0.12% Reduce -5.0% 9,072 $342K
Clarus Group, Inc. 0.24% Reduce -2.2% 9,038 $341K
Glass Jacobson Investment Advisors llc 0.13% Reduce -4.3% 9,005 $339K
Hollencrest Capital Management 0.02% No change 9,000 $339K
Essex Bank 0.10% No change 9,536 $337K
Goelzer Investment Management, Inc. 0.02% Reduce -0.1% 8,909 $336K
Toronto Dominion Bank 0.00% Add +17.3% 8,895 $335K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -25.7% 8,862 $334K
Allspring Global Investments Holdings, LLC 0.00% Add +284.1% 8,793 $331K
Hendershot Investments Inc. 0.05% Reduce -4.3% 8,788 $331K
Perigon Wealth Management, LLC 0.01% Add +11.1% 8,774 $331K
Eight 31 Financial, LLC 0.21% Reduce -8.2% 8,762 $330K
Axxcess Wealth Management, LLC 0.01% Add +2.6% 8,731 $329K
Ieq Capital, LLC 0.00% Add +1.2% 8,681 $327K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -7.5% 8,662 $326K
Geneos Wealth Management Inc. 0.01% Reduce -41.5% 8,655 $326K
Cambridge Trust Co. 0.01% Add +7.2% 8,630 $325K
Eagle Rock Investment Company, LLC 0.06% Reduce -0.6% 8,623 $325K
Sivia Capital Partners, LLC 0.22% Add +0.2% 8,621 $325K
Orange Investment Advisors, Inc. 0.04% No change 8,609 $324K
WealthTrust Axiom LLC 0.10% Reduce -8.1% 8,528 $321K
Nwam LLC 0.03% Reduce -6.8% 8,536 $321K
DORCHESTER WEALTH MANAGEMENT Co 0.06% Reduce -1.2% 8,500 $320K
Summit X, LLC 0.08% Add +5.1% 8,455 $319K
Successful Portfolios LLC 0.22% Add +3.7% 8,447 $318K
Vima LLC 0.37% Reduce -11.4% 8,443 $318K
American Trust Investment Advisors, LLC 0.15% No change 8,400 $317K
Atlantic Union Bankshares Corp 0.03% No change 8,391 $316K
DF Dent & Co. Inc. 0.00% Add +9.5% 8,388 $316K
AlTi Global, Inc. 0.01% No change 8,375 $316K
Oxford Financial Group, LTD. LLC 0.02% No change 8,349 $315K
Empower Advisory Group, LLC 0.00% Add +23.0% 8,341 $314K
Rathbones Group PLC 0.00% No change 8,337 $314K
Sigma Investment Counselors Inc. 0.02% No change 8,334 $314K
Bridge Creek Capital Management LLC 0.10% Add +28.1% 8,325 $314K
AdvisorNet Financial, Inc 0.03% Reduce -20.6% 8,309 $313K
Woodstock Corp. 0.03% Reduce -6.4% 8,274 $312K
Lodestar Private Asset Management LLC 0.04% No change 8,271 $312K
LCNB Corp. 0.11% No change 8,257 $311K
PDS Planning, Inc 0.03% Add +13.2% 8,242 $311K
Rehmann Capital Advisory Group 0.02% Reduce -0.9% 8,223 $310K
Eagle Asset Management Inc. 0.00% Reduce -2.7% 8,156 $309K
Dupree Financial Group, LLC 0.15% New 8,182 $308K
Calydon Capital 0.06% Add +0.3% 8,142 $308K
Modera Wealth Management, LLC 0.00% Add +2.1% 8,169 $308K
Wealthcare Advisory Partners LLC 0.01% New 8,166 $308K
Delta Financial Group, Inc. 0.09% Reduce -0.4% 8,119 $306K
WESPAC Advisors SoCal, LLC 0.08% Reduce -5.8% 8,086 $305K
Alpha Cubed Investments, LLC 0.02% Reduce -12.7% 8,043 $303K
Empire Financial Management Company, LLC 0.10% Add +1.3% 8,037 $303K
CRA Financial Services, LLC 0.07% Add +0.9% 8,009 $302K
Moneta Group Investment Advisors LLC 0.00% Add +25.6% 8,007 $302K
UNIVEST FINANCIAL Corp 0.08% Reduce -5.9% 7,938 $299K
D'Orazio & Associates, Inc. 0.05% Add +1.5% 7,898 $298K
OneAscent Financial Services LLC 0.03% Add +18.7% 7,828 $297K
AlphaQ Advisors LLC 0.18% Reduce -15.4% 7,853 $296K
Grey Ledge Advisors, LLC 0.08% No change 7,805 $294K
Palogic Value Management, L.P. 0.13% No change 7,779 $293K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -0.5% 7,761 $292K
Second Line Capital, LLC 0.09% Add +21.7% 7,757 $292K
Shelton Capital Management 0.01% Add +10.8% 7,705 $290K
Wealth Dimensions Group, Ltd. 0.09% Reduce -17.9% 7,701 $290K
First Citizens Bank & Trust Co. 0.01% New 7,670 $289K
Kingswood Wealth Advisors, LLC 0.03% Reduce -7.3% 7,593 $286K
Avantax Planning Partners, Inc. 0.01% Add +10.8% 7,592 $286K
Peoples Bank 0.16% No change 7,567 $285K
Summit Securities Group LLC 0.13% Reduce -97.6% 7,552 $285K
LongView Wealth Management 0.11% Reduce -19.3% 7,503 $283K
Powers Advisory Group, LLC 0.16% Reduce -16.0% 7,492 $282K
Redwood Wealth Management Group, LLC 0.30% Reduce -0.4% 7,456 $281K
Berkshire Asset Management LLC 0.01% Reduce -1.0% 7,443 $280K
Visionary Wealth Advisors 0.02% Add +0.1% 7,429 $280K
Fayez Sarofim & Co 0.00% Reduce -25.7% 7,399 $279K
Graypoint LLC 0.02% New 7,396 $279K
Cape Investment Advisory, Inc. 0.13% Add +74.0% 7,393 $279K
Optimum Investment Advisors 0.13% No change 7,379 $278K
FAS Wealth Partners, Inc. 0.02% Reduce -9.9% 7,355 $277K
WealthPlan Investment Management, LLC 0.04% No change 7,321 $276K
Caldwell Trust Co 0.03% Add +3.9% 7,314 $276K
Bar Harbor Wealth Management 0.02% No change 7,303 $275K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.9% 7,301 $275K
Summit Financial, LLC 0.02% New 7,271 $274K
City Holding Co. 0.04% Reduce -4.0% 7,264 $274K
Americana Partners, LLC 0.02% Add +19.9% 7,240 $273K
Keystone Wealth Services, LLC 0.09% No change 7,227 $272K
Ingalls & Snyder LLC 0.01% No change 7,206 $272K
RFG Advisory, LLC 0.01% Reduce -31.2% 7,211 $272K
Diversified Trust Co. 0.01% Reduce -91.4% 7,207 $272K
Estabrook Capital Management 0.04% No change 7,202 $271K
Liberty Wealth Management LLC 0.05% Reduce -7.0% 7,194 $271K
Bridges Investment Management Inc. 0.01% No change 7,188 $271K
Realta Investment Advisors 0.06% Reduce -6.9% 7,177 $270K
Encompass Wealth Advisors, LLC 0.07% Reduce -1.6% 7,169 $270K
United Asset Strategies, Inc. 0.03% No change 7,150 $269K
Vanguard Capital Wealth Advisors 0.19% New 7,120 $268K
Wealth Alliance, LLC 0.04% New 7,117 $268K
Virtue Capital Management, LLC 0.05% No change 6,658 $268K
Main Street Financial Solutions, LLC 0.03% New 7,086 $267K
Cadence Bank 0.02% Reduce -14.8% 7,076 $267K
Ridgewood Investments LLC 0.14% Reduce -23.5% 7,075 $267K
Mid-American Wealth Advisory Group, Inc. 0.18% No change 7,050 $266K
Tradition Wealth Management, LLC 0.03% Reduce -8.3% 7,040 $265K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +68.9% 7,007 $264K
Sterling Investment Advisors, Ltd. 0.07% No change 7,000 $264K
Dakota Wealth Management 0.01% Add +11.1% 6,996 $264K
Brown Brothers Harriman & Co. 0.00% Add +8.9% 6,969 $263K
Mitchell McLeod Pugh & Williams Inc. 0.06% New 6,961 $262K
North Point Portfolio Managers Corp. 0.04% No change 6,957 $262K
TruWealth Advisors, LLC 0.02% No change 6,936 $261K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -1.7% 6,884 $259K
Wedmont Private Capital 0.02% Add +2.5% 6,601 $259K
Financial Advocates Investment Management 0.01% New 6,825 $257K
Naples Money Management LLC 0.26% No change 6,801 $256K
Pin Oak Investment Advisors Inc. 0.25% Reduce -3.5% 6,807 $256K
PSI Advisors, LLC 0.09% Reduce -23.8% 6,784 $256K
First Financial Bankshares Inc 0.01% Reduce -9.2% 6,716 $253K
Aspen Grove Capital, LLC 0.07% Add +7.2% 6,685 $252K
IFG Advisors, LLC 0.06% No change 6,648 $250K
Janiczek Wealth Management, LLC 0.05% No change 6,638 $250K
Traveka Wealth, LLC 0.12% Reduce -10.3% 6,632 $250K
Stratos Wealth Advisors, LLC 0.01% New 6,616 $249K
Belpointe Asset Management LLC 0.02% Add +9.2% 6,606 $249K
Advisors Preferred, LLC 0.04% New 6,555 $249K
Wilmington Savings Fund Society, FSB 0.01% — 6,596 $249K
Traphagen Investment Advisors LLC 0.03% Add +0.1% 6,591 $248K
Cohen Capital Management, Inc. 0.04% No change 6,562 $247K
WealthShield Partners, LLC 0.04% No change 6,542 $247K
Gardner Russo & Quinn 0.00% Reduce -0.9% 6,492 $245K
Duncker Streett & Co. Inc. 0.05% Add +12.1% 6,480 $244K
Greenfield Savings Bank 0.13% Reduce -0.5% 6,427 $242K
Means Investment Co., Inc. 0.03% Reduce -25.7% 6,421 $242K
PGIM Custom Harvest LLC 0.01% New 6,410 $242K
Soltis Investment Advisors LLC 0.03% Reduce -6.3% 6,408 $241K
Grove Bank & Trust 0.04% No change 6,407 $241K
DiNuzzo Private Wealth, Inc. 0.03% New 6,405 $241K
Madison Park Capital Advisors, LLC 0.21% No change 6,385 $241K
Regal Investment Advisors LLC 0.02% Add +4.8% 6,349 $239K
Evolution Wealth Advisors, LLC 0.05% No change 6,348 $239K
Eagle Global Advisors LLC 0.01% No change 6,341 $239K
Ceeto Capital Group, LLC 0.10% No change 6,280 $237K
Advisory Alpha, LLC 0.01% Reduce -13.7% 6,288 $237K
Berger Financial Group, Inc 0.02% Add +3.8% 6,279 $237K
LaSalle St. Investment Advisors, LLC 0.13% New 6,360 $236K
Philip James Wealth Mangement, LLC 0.17% New 6,262 $236K
Vista Investment Partners LLC 0.08% No change 6,261 $236K
InterOcean Capital Group, LLC 0.01% New 6,175 $233K
Marks Group Wealth Management, Inc 0.02% Reduce -2.7% 6,170 $232K
Compass Ion Advisors, LLC 0.03% Reduce -2.6% 6,165 $232K
Insight Wealth Partners, LLC 0.15% Add +0.7% 6,158 $232K
Retirement Planning Co of New England, Inc. 0.13% Add +0.6% 6,121 $231K
Noesis Capital Mangement Corp. 0.05% Add +1.3% 6,103 $230K
Coulter & Justus Financial Services, LLC 0.05% New 6,103 $230K
Altfest L J & Co. Inc. 0.03% No change 6,081 $229K
Arkfeld Wealth Strategies, L.L.C. 0.13% Reduce -11.4% 5,795 $228K
Hancock Whitney Corp. 0.01% New 6,061 $228K
Emprise Bank 0.15% — 6,052 $228K
Seed Wealth Management, Inc. 0.22% No change 6,010 $228K
Psagot Value Holdings Ltd. / (Israel) 2.07% Reduce -71.0% 6,049 $228K
Avaii Wealth Management, LLC 0.13% Add +6.2% 6,017 $227K
Slagle Financial, LLC 0.12% Reduce -54.8% 6,004 $226K
Union Investments & Development Ltd. 1.05% No change 6,000 $226K
Marathon Capital Management 0.05% New 5,981 $225K
Canandaigua National Bank & Trust Co. 0.03% Reduce -0.2% 5,981 $225K
Gratus Wealth Advisors, LLC 0.04% New 5,941 $225K
Valtinson Bruner Financial Planning LLC 0.10% No change 5,965 $225K
NTV Asset Management LLC 0.03% Reduce -2.1% 5,957 $224K
Ashton Thomas Private Wealth, LLC 0.01% New 5,957 $224K
Bruce G. Allen Investments, LLC 0.18% Reduce -3.8% 5,953 $224K
Sound Income Strategies, LLC 0.02% Reduce -9.9% 5,953 $224K
Insight 2811, Inc. 0.11% Reduce -1.2% 5,900 $222K
Moss Adams Wealth Advisors LLC 0.04% New 5,878 $221K
Resurgent Financial Advisors LLC 0.12% Reduce -0.0% 5,874 $221K
Lindbrook Capital, LLC 0.02% Reduce -74.1% 5,874 $221K
Foster Group, Inc. 0.01% New 5,869 $221K
Cullen Investment Group, LTD. 0.03% Add +1.0% 5,721 $221K
Eads & Heald Wealth Management 0.10% Reduce -14.9% 5,854 $221K
Wellington Shields Capital Management, LLC 0.04% No change 5,850 $220K
First Horizon Advisors, Inc. 0.01% Reduce -0.4% 5,842 $220K
First Manhattan Co. Llc. 0.00% Reduce -16.6% 5,832 $220K
Cornerstone Wealth Group, LLC 0.02% New 5,802 $219K
Woodley Farra Manion Portfolio Management Inc. 0.01% Reduce -1.7% 5,752 $217K
Epoch Investment Partners, Inc. 0.00% New 5,712 $215K
Drive Wealth Management, LLC 0.06% New 5,708 $215K
Acorn Creek Capital LLC 0.14% Reduce -1.6% 5,708 $215K
CoreCap Advisors, LLC 0.01% Reduce -0.4% 5,702 $215K
Cape Cod Five Cents Savings Bank 0.02% Reduce -14.1% 5,692 $214K
First Bancorp, Inc 0.16% Reduce -2.6% 5,663 $213K
Hurlow Wealth Management Group, Inc. 0.08% No change 5,656 $213K
PFG Advisors 0.02% New 5,613 $211K
Bath Savings Trust Co 0.02% New 5,592 $211K
Aveo Capital Partners, LLC 0.02% New 5,434 $210K
CMG Global Holdings, LLC 0.14% Reduce -2.2% 5,570 $210K
Uptick Partners, LLC 0.16% Reduce -4.7% 5,561 $210K
Tiff Advisory Services, LLC 0.09% Add +19.4% 5,550 $209K
Aurora Private Wealth, Inc. 0.18% Reduce -41.0% 5,505 $209K
Bogart Wealth, LLC 0.01% Add +251.0% 5,543 $209K
GAMCO Investors 0.00% Reduce -6.8% 5,530 $208K
Brighton Jones LLC 0.01% Reduce -24.6% 5,523 $208K
Private Portfolio Partners LLC 0.04% Reduce -5.6% 5,522 $208K
Mayflower Financial Advisors, LLC 0.03% New 5,504 $207K
TCTC Holdings, LLC 0.01% No change 5,500 $207K
Citizens Financial Group Inc. 0.01% Reduce -14.3% 5,495 $207K
Obermeyer Wealth Partners 0.01% New 5,493 $207K
MKT Advisors LLC 0.11% Reduce -7.1% 5,222 $206K
Traynor Capital Management, Inc. 0.02% Reduce -8.2% 5,453 $205K
Pavion Blue Capital, LLC 0.10% New 5,448 $205K
Cottonwood Capital Advisors, LLC 0.16% New 5,220 $204K
Garner Asset Management Corp 0.08% Reduce -1.8% 5,385 $203K
Romano Brothers and Company 0.03% New 5,385 $203K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +7.5% 5,376 $203K
Litman Gregory Wealth Management LLC 0.02% Reduce -8.5% 5,375 $203K
Cutler Investment Counsel LLC 0.03% New 5,370 $202K
Arkos Global Advisors 0.03% New 5,372 $202K
Peoples Financial Services Corp. 0.09% Reduce -1.0% 5,353 $202K
MSH Capital Advisors LLC 0.07% Reduce -8.6% 5,312 $200K
StoneX Group Inc. 0.02% Reduce -52.3% 5,312 $200K
Baldwin Wealth Partners LLC 0.01% No change 5,275 $199K
Signature Resources Capital Management, LLC 0.19% No change 5,598 $198K
Oakworth Capital, Inc. 0.01% No change 4,970 $187K
Hills Bank & Trust Co 0.02% No change 4,935 $186K
Cullen/Frost Bankers, Inc. 0.00% Reduce -58.4% 4,830 $182K
Farther Finance Advisors, LLC 0.01% Add +4.0% 4,689 $178K
Financial Gravity Asset Management, Inc. 0.05% Reduce -95.0% 4,988 $177K
City State Bank 0.08% Add +7.1% 4,681 $176K
Edmond DE Rothschild Holding S.A. 0.00% No change 4,600 $173K
Householder Group Estate & Retirement Specialist, LLC 0.05% Add +0.3% 4,437 $167K
Ancora Advisors LLC 0.00% Reduce -10.6% 4,402 $166K
Silver Oak Securities, Incorporated 0.03% Reduce -14.0% 4,372 $165K
Armstrong Advisory Group, Inc. 0.02% No change 4,579 $162K
Tyler-Stone Wealth Management 0.07% Add +2.7% 4,267 $161K
St Germain D J Co. Inc. 0.01% Reduce -14.4% 4,232 $159K
Montag A & Associates Inc. 0.01% Add +31.0% 4,227 $159K
Ransom Advisory, Ltd 0.08% — 4,222 $159K
Resources Management Corp. /CT/ 0.02% Add +6.2% 4,140 $156K
Natixis 0.00% New 4,111 $155K
Clearstead Advisors, LLC 0.01% No change 4,012 $153K
Asset Dedication, LLC 0.01% Reduce -3.2% 4,051 $152K
Dakota Community Bank & Trust NA 0.82% No change 4,020 $151K
Retirement Group, LLC 0.05% No change 4,015 $151K
Addison Advisors LLC 0.05% Add +15.8% 4,000 $151K
Continuum Advisory, LLC 0.02% New 3,868 $147K
Highlander Capital Management, LLC 0.06% Reduce -16.2% 3,872 $146K
BKM Wealth Management, LLC 0.06% Add +5.0% 3,640 $137K
First PREMIER Bank 0.04% Reduce -7.2% 3,566 $135K
ICA Group Wealth Management, LLC 0.03% Add +19.9% 3,531 $133K
Tsfg, LLC 0.03% Reduce -6.7% 3,449 $130K
Paradigm Asset Management Co. LLC 0.03% No change 3,400 $128K
Eagle Bay Advisors LLC 0.08% Add +0.7% 3,274 $123K
Laurel Wealth Advisors LLC 0.02% Add +2.2% 3,180 $120K
RE Dickinson Investment Advisors, LLC 0.07% Reduce -0.7% 3,104 $117K
Avion Wealth 0.03% No change 3,085 $117K
AlphaMark Advisors, LLC 0.04% Add +8.8% 3,085 $116K
ORG Partners LLC 0.22% New 3,014 $114K
Avondale Wealth Management 0.08% New 3,000 $113K
Princeton Global Asset Management LLC 0.03% No change 3,000 $113K
Smartleaf Asset Management LLC 0.02% Reduce -11.5% 2,993 $112K
Delta Asset Management LLC 0.01% Add +16.1% 2,961 $112K
BOK Financial Private Wealth, Inc. 0.01% Reduce -28.7% 2,918 $110K
Towne Trust Company, N.A 0.04% Add +38.6% 2,910 $110K
Blue Chip Partners, LLC 0.01% Reduce -1.3% 2,908 $110K
Sittner & Nelson, LLC 0.05% No change 2,881 $109K
Key Financial Inc 0.03% No change 2,850 $107K
Future Financial Wealth Managment LLC 0.08% New 2,818 $106K
Creative Financial Designs Inc. 0.01% Reduce -92.8% 2,815 $106K
Salomon & Ludwin, LLC 0.01% Add +0.9% 2,760 $104K
GAMMA Investing LLC 0.02% Add +27.0% 2,755 $104K
Creekmur Asset Management LLC 0.04% Reduce -1.8% 2,721 $103K
Steph & Co. 0.03% No change 2,692 $101K
Kessler Investment Group, LLC 0.06% Add +53540.0% 2,682 $101K
Center for Financial Planning, Inc. 0.01% No change 2,654 $100K
Heritage Wealth Advisors 0.00% Add +3.4% 2,634 $99K
Strengthening Families & Communities, LLC 0.06% Add +18.7% 2,606 $98K
Bartlett & Co. Wealth Management LLC 0.00% Add +5.5% 2,600 $98K
Vestor Capital, LLC 0.01% No change 2,573 $97K
MCF Advisors LLC 0.01% No change 2,564 $97K
JFS Wealth Advisors, LLC 0.01% Reduce -0.0% 2,531 $95K
Silicon Valley Capital Partners 0.01% Add +1.2% 2,523 $95K
Bank Pictet & Cie (Europe) AG 0.00% New 2,450 $92K
Atwood & Palmer Inc. 0.01% No change 2,350 $89K
Wetzel Investment Advisors, Inc. 0.05% Reduce -10.9% 2,334 $89K
Adirondack Trust Co. 0.04% No change 2,277 $86K
Gradient Investments LLC 0.00% Reduce -47.4% 2,254 $85K
Hartford Financial Management Inc. 0.02% Add +9.9% 2,199 $83K
TD Waterhouse Canada Inc. 0.00% New 2,197 $83K
Toth Financial Advisory Corp. 0.01% Add +7.4% 2,182 $82K
WFA Asset Management Corp 0.04% No change 2,146 $81K
Arrow Financial Corp 0.01% No change 2,122 $80K
Trust Co. of Vermont 0.00% Add +6.5% 2,110 $80K
Covestor Ltd 0.05% Add +207.2% 2,089 $79K
Smithfield Trust Co 0.00% Reduce -5.6% 2,103 $78K
Palisade Asset Management, LLC 0.01% New 2,069 $78K
Tradewinds Capital Management, LLC 0.02% Reduce -44.6% 2,048 $77K
Anchor Investment Management, LLC 0.01% No change 1,965 $74K
JTC Employer Solutions Trustee Ltd 0.00% No change 1,974 $73K
McIlrath & Eck, LLC 0.01% Reduce -22.4% 1,912 $72K
Twin Lakes Capital Management, LLC 0.05% No change 1,908 $72K
Colonial Trust Advisors 0.01% Add +3.7% 1,861 $70K
DT Investment Partners, LLC 0.01% No change 1,829 $69K
Perritt Capital Management Inc 0.04% No change 1,818 $69K
Westside Investment Management, Inc. 0.02% No change 1,811 $68K
Beaird Harris Wealth Management, LLC 0.01% Reduce -22.1% 1,776 $67K
Monetary Management Group Inc. 0.02% No change 1,750 $66K
Christopher J. Hasenberg, Inc 0.03% New 1,726 $65K
Harbor Investment Advisory, LLC 0.01% Add +8.2% 1,718 $65K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,701 $64K
Norwood Financial Corp 0.09% No change 1,670 $63K
WR Wealth Planners, LLC 0.02% New 1,662 $63K
CNB Bank 0.03% No change 1,626 $61K
Rise Advisors, LLC 0.03% New 1,623 $61K
Barrett & Company, Inc. 0.03% No change 1,597 $60K
Indiana Trust & Investment Management Co 0.02% Add +73.1% 1,575 $59K
Nemes Rush Group LLC 0.01% Reduce -5.0% 1,568 $59K
Valley National Advisers Inc. 0.01% Reduce -8.7% 1,573 $59K
RFP Financial Group LLC 0.02% Reduce -6.1% 1,547 $58K
Global Assets Advisory, LLC 0.04% New 1,536 $58K
Central Bank & Trust Co. 0.01% No change 1,543 $58K
Coston, McIsaac & Partners 0.02% No change 1,541 $58K
GoalVest Advisory LLC 0.02% No change 1,534 $58K
Compass Wealth Management LLC 0.01% No change 1,534 $58K
Basso Capital Management, L.P. 0.05% No change 1,500 $57K
Tompkins Financial Corp. 0.01% Reduce -16.8% 1,488 $56K
First Command Advisory Services, Inc. 0.00% Reduce -2.3% 1,477 $56K
Gen-Wealth Partners Inc 0.03% — 1,440 $54K
Frazier Financial Advisors, LLC 0.04% Add +13.1% 1,436 $54K
Beacon Capital Management, LLC 0.01% Add +14.2% 1,422 $54K
JCIC Asset Management Inc. 0.02% No change 1,400 $53K
Pingora Partners LLC 0.04% Reduce -18.8% 1,391 $52K
Hazlett, Burt & Watson, Inc. 0.03% No change 1,358 $52K
Caldwell Sutter Capital, Inc. 0.02% No change 1,361 $51K
Institutional & Family Asset Management, LLC 0.01% No change 1,355 $51K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -44.9% 1,350 $51K
Chilton Capital Management LLC 0.00% Reduce -7.0% 1,318 $50K
Sawyer & Company, Inc 0.02% No change 1,314 $50K
Impact Partnership Wealth, LLC 0.02% No change 1,300 $49K
MeadowBrook Investment Advisors LLC 0.05% No change 1,298 $49K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,277 $48K
Kelly Lawrence W & Associates Inc. 0.01% No change 1,231 $46K
Sandy Spring Bank 0.00% Add +2.7% 1,227 $46K
Arax Advisory Partners 0.00% Reduce -6.4% 1,226 $46K
Old Second National Bank of Aurora 0.01% Reduce -49.7% 1,165 $44K
Bangor Savings Bank 0.00% No change 1,151 $43K
Concord Wealth Partners 0.01% Add +0.6% 1,130 $43K
Guardian Wealth Management, Inc. 0.03% No change 1,129 $43K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,120 $42K
1832 Asset Management L.P. 0.00% No change 1,108 $42K
Koesten, Hirschmann & Crabtree, INC. 0.03% No change 1,095 $41K
Carolinas Wealth Consulting LLC 0.01% No change 1,072 $41K
Briaud Financial Planning Inc 0.02% New 1,040 $40K
Salem Investment Counselors Inc. 0.00% No change 1,020 $38K
Johnson Financial Group, Inc. 0.00% Add +3.1% 1,007 $38K
Slocum, Gordon & Co LLP 0.03% Reduce -55.6% 1,000 $38K
Chelsea Counsel Co. 0.02% No change 1,000 $38K
Versant Capital Management, Inc 0.01% No change 1,000 $38K
GHP Investment Advisors, Inc. 0.00% No change 937 $35K
GPS Wealth Strategies Group, LLC 0.01% Reduce -15.4% 930 $35K
West Branch Capital LLC 0.01% Add +496.7% 901 $34K
Farmers & Merchants Investments Inc. 0.00% Add +35.7% 889 $33K
Carmichael Hill & Associates, Inc. 0.01% No change 882 $33K
New England Capital Financial Advisors LLC 0.02% Reduce -71.5% 873 $33K
SRH Advisors, LLC 0.01% No change 865 $33K
Global Financial Private Client, LLC 0.01% No change 852 $32K
PFS Partners, LLC 0.02% No change 857 $32K
Benjamin Edwards Inc. 0.01% Reduce -28.8% 854 $32K
CoreFirst Bank & Trust 0.02% No change 839 $32K
LRI Investments, LLC 0.01% — 834 $31K
Main Street Group, LTD 0.02% Add +141.2% 832 $31K
Ruedi Wealth Management, Inc. 0.01% No change 824 $31K
Abich Financial Wealth Management LLC 0.02% Add +6.1% 822 $31K
HHM Wealth Advisors, LLC 0.01% No change 800 $30K
Aquatic Capital Management LLC 0.00% Reduce -99.7% 800 $30K
Centerpoint Advisors, LLC 0.01% No change 788 $30K
SOA Wealth Advisors, LLC. 0.01% No change 765 $29K
Parkside Financial Bank & Trust 0.00% Reduce -28.9% 759 $29K
Miller Wealth Advisors, LLC 0.02% No change 746 $28K
Financial Management Professionals, Inc. 0.00% Add +47.4% 731 $28K
Pacifica Partners Inc. 0.01% Reduce -31.1% 730 $28K
Community Bank, N.A. 0.00% No change 738 $28K
Colonial Trust Co / SC 0.01% Reduce -1.5% 735 $28K
Glen Eagle Advisors, LLC 0.01% Add +17.9% 724 $27K
TD Capital Management LLC 0.00% No change 720 $27K
WealthCollab, LLC 0.02% No change 716 $27K
Independence Bank of Kentucky 0.01% No change 700 $26K
Stephens Consulting, LLC 0.01% No change 685 $26K
Planning Capital Management Corp 0.02% No change 682 $26K
Financial Perspectives, Inc 0.01% No change 680 $26K
Kozak & Associates, Inc. 0.01% Add +85.0% 616 $23K
First United Bank & Trust 0.01% Reduce -35.5% 600 $23K
Fernwood Investment Management, LLC 0.01% New 600 $23K
Arlington Trust Co LLC 0.01% Reduce -8.2% 594 $22K
Ulland Investment Advisors, LLC 0.02% No change 575 $22K
Operose Advisors LLC 0.01% No change 567 $21K
Hanson & Doremus Investment Management 0.00% No change 528 $20K
REAP Financial Group, LLC 0.01% Reduce -31.4% 516 $19K
Spotlight Asset Group, Inc. 0.01% No change 500 $19K
Lowe Wealth Advisors, LLC 0.01% No change 500 $19K
Belmont Capital, LLC 0.01% New 500 $19K
Kelly Financial Services LLC 0.01% No change 500 $19K
CVA Family Office, LLC 0.00% Add +6.7% 494 $19K
DHJJ Financial Advisors, Ltd. 0.01% No change 483 $18K
Federated Hermes, Inc. 0.00% Add +13.6% 476 $18K
EnRich Financial Partners LLC 0.01% New 475 $18K
Front Row Advisors LLC 0.01% New 473 $18K
Pinnacle Bancorp, Inc. 0.01% Reduce -33.2% 461 $17K
Motco 0.00% No change 440 $17K
Birchbrook, Inc. 0.01% No change 428 $16K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -22.2% 424 $16K
CKW Financial Group 0.00% Add +30.5% 428 $16K
Clear Point Advisors Inc. 0.01% No change 400 $15K
Mb, Levis & Associates, LLC 0.01% No change 400 $15K
Spectrum Wealth Counsel, LLC 0.00% No change 400 $15K
GW&K Investment Management, LLC 0.00% Add +40.1% 402 $15K
Truvestments Capital LLC 0.01% Reduce -1.4% 358 $13K
Mendota Financial Group, LLC 0.01% New 346 $13K
Iron Horse Wealth Management, LLC 0.01% New 343 $13K
Tidemark, LLC 0.01% Add +0.9% 328 $12K
Plante Moran Financial Advisors, LLC 0.00% New 328 $12K
Founders Capital Management 0.01% No change 323 $12K
Albion Financial Group 0.00% No change 316 $12K
Provenance Wealth Advisors, LLC 0.00% No change 310 $12K
Balefire, LLC 0.00% No change 300 $11K
CGC Financial Services, LLC 0.01% No change 296 $11K
Citizens National Bank Trust Department 0.00% No change 295 $11K
Y.D. More Investments Ltd 0.00% No change 293 $11K
MidAtlantic Capital Management, Inc. 0.01% No change 272 $10K
Valued Wealth Advisors LLC 0.01% Add +0.4% 265 $10K
Park Place Capital Corp 0.00% No change 258 $10K
Clean Yield Group 0.00% No change 250 $9K
Redmont Wealth Advisors LLC 0.01% New 245 $9K
Mine & Arao Wealth Creation & Management, LLC. 0.00% No change 229 $9K
Gold Investment Management Ltd. 0.00% No change 226 $9K
Prestige Wealth Management Group LLC 0.00% No change 226 $9K
WASHINGTON TRUST Co 0.00% Add +36.9% 219 $8K
Cassady Schiller Wealth Management, LLC 0.00% No change 216 $8K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 208 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -43.3% 200 $8K
M&R Capital Management Inc. 0.00% Reduce -97.6% 200 $8K
Register Financial Advisors LLC 0.00% New 193 $7K
Scarborough Advisors, LLC 0.00% Reduce -43.0% 192 $7K
Webster Bank, N. A. 0.00% No change 180 $7K
AllSquare Wealth Management LLC 0.00% No change 164 $6K
Financial Synergies Wealth Advisors, Inc. 0.00% New 164 $6K
Ameritas Investment Partners, Inc. 0.00% Add +0.6% 162 $6K
Davis Capital Management 0.01% No change 150 $6K
Bellevue Asset Management, LLC 0.00% No change 150 $6K
Your Advocates Ltd., LLP 0.00% No change 150 $6K
True Wealth Design, LLC 0.00% Add +87.2% 146 $6K
MV Capital Management, Inc. 0.00% No change 146 $6K
Pineridge Advisors LLC 0.00% No change 139 $5K
Rakuten Securities, Inc. 0.00% Reduce -10.4% 138 $5K
Amundi 0.00% Reduce -99.9% 129 $5K
Oliver Lagore Vanvalin Investment Group 0.00% No change 128 $5K
LifeSteps Financial, Inc. 0.00% New 109 $4K
Bear Mountain Capital, Inc. 0.00% No change 100 $4K
Wolff Wiese Magana LLC 0.00% No change 100 $4K
Richardson Financial Services Inc. 0.00% New 100 $4K
Castleview Partners, LLC 0.00% No change 100 $4K
Tanglewood Legacy Advisors, LLC 0.00% No change 100 $4K
Hoertkorn Richard Charles 0.00% Reduce -87.5% 100 $4K
Laffer Tengler Investments, Inc. 0.00% New 94 $4K
Sachetta, LLC 0.00% No change 100 $4K
TruNorth Capital Management, LLC 0.00% — 92 $3K
Hoey Investments, Inc. 0.00% No change 83 $3K
Cranbrook Wealth Management, LLC 0.00% No change 82 $3K
HighMark Wealth Management LLC 0.00% Add +225.0% 78 $3K
Wiser Advisor Group LLC 0.00% Reduce -8.6% 74 $3K
Cornerstone Planning Group LLC 0.00% Add +481.8% 64 $2K
JNBA Financial Advisors 0.00% Reduce -14.1% 61 $2K
Cherry Tree Wealth Management, LLC 0.00% New 60 $2K
TFC Financial Management, Inc. 0.00% No change 57 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 55 $2K
Abound Wealth Management 0.00% No change 51 $2K
Pacific Center for Financial Services 0.00% No change 50 $2K
Western Pacific Wealth Management, LP 0.00% No change 50 $2K
Financial Freedom, LLC 0.00% No change 49 $2K
Byrne Asset Management LLC 0.00% No change 47 $2K
Caitlin John, LLC 0.00% No change 43 $2K
IAG Wealth Partners, LLC 0.00% No change 40 $2K
Providence Capital Advisors, LLC 0.00% No change 39 $1K
Raffa Wealth Management, LLC 0.00% No change 38 $1K
ClariVest Asset Management LLC 0.00% No change 37 $1K
Northwest Investment Counselors, LLC 0.00% New 32 $1K
Cedar Wealth Management, LLC 0.00% New 29 $1K
Transcendent Capital Group LLC 0.00% No change 21 $791
Sugarloaf Wealth Management, LLC 0.00% Reduce -97.3% 12 $452
Godsey & Gibb, Inc. 0.00% New 4 $151
Country Trust Bank 0.00% Reduce -98.3% 2 $75

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