BP PLC-Spons ADRBP

13F holders, Q2 2024 (June 30)
1,175holders −24
79new positions
101sold out
10famous investors
$35.94avg. 13F price*

At the end of Q2 2024, 1,175 institutions reported holding BP PLC-Spons ADR (BP) in their 13F filings, down 24 from Q1 2024. 79 opened new positions and 101 sold out. The largest holders were Fisher Asset Management ($787.5M), Arrowstreet Capital, Limited Partnership ($785.5M) and State Street Corp. ($769.4M). 10 famous investors held it, including Steve Cohen (0.5% of Point72 Asset Management's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates'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 → Q2 2024

InstitutionsTotal Value
New Positions79$104.2M
Exits101$252.6M

All 13F filers, Q1 2024 → Q2 2024: 35,379,868 shares bought and 50,529,964 shares sold, net −15,150,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,175 holders

Fisher Asset Management 0.34% Add +6.3% 21,813,284 $787.5M
Arrowstreet Capital, Limited Partnership 0.69% Add +19.0% 21,757,810 $785.5M
State Street Corp. 0.03% Reduce -0.1% 21,311,691 $769.4M
Morgan Stanley 0.04% Reduce -40.6% 15,179,269 $548.0M
Dimensional Fund Advisors LP 0.12% Reduce -5.4% 12,829,603 $463.1M
BlackRock Inc. 0.01% Reduce -0.8% 10,991,111 $396.8M
Bank of America Corp. 0.03% Add +12.1% 9,947,265 $359.1M
Norges Bank 0.05% Add +82.5% 9,709,798 $350.5M
Goldman Sachs Group Inc. 0.07% Reduce -3.6% 9,550,213 $344.8M
Bank of Montreal 0.08% Add +96.2% 7,704,155 $278.2M
T. Rowe Price Associates Inc. 0.03% Add +3.5% 6,740,818 $243.3M
HSBC Holdings PLC 0.15% Add +44.3% 6,262,130 $226.1M
Boston Partners 0.25% Reduce -39.3% 5,565,909 $200.7M
Mondrian Investment Partners LTD 2.72% Reduce -15.2% 4,996,258 $176.8M
Capital International Investors 0.03% Add +22.3% 4,250,585 $152.9M
Point72 Asset Management 0.47% Reduce -43.0% 3,916,682 $141.4M
BNP Paribas Financial Markets 0.15% Reduce -20.5% 3,907,776 $141.1M
Citigroup Inc. 0.13% Add +110.1% 3,833,556 $138.4M
Wells Fargo & Company 0.03% Add +11.4% 3,642,897 $131.5M
Royal Bank of Canada 0.03% Add +16.6% 3,581,443 $129.3M
Altrinsic Global Advisors LLC 5.73% Reduce -0.9% 3,559,123 $128.5M
LMR Partners LLP 3.30% Add +4.0% 3,328,628 $120.2M
Lazard Asset Management LLC 0.16% Reduce -7.9% 3,260,347 $117.7M
Northern Trust Corp. 0.02% Add +2.6% 2,574,660 $92.9M
Raymond James & Associates 0.06% Add +5.6% 2,477,708 $89.4M
Brandywine Global Investment Management, LLC 0.63% Reduce -3.8% 2,336,125 $84.3M
FMR LLC 0.01% Add +1.3% 2,285,114 $82.5M
Millennium Management 0.06% Reduce -77.0% 2,097,916 $75.7M
Envestnet Asset Management Inc. 0.03% Add +8.9% 2,076,853 $75.0M
JPMorgan Chase & Co. 0.01% Reduce -22.7% 2,056,221 $74.2M
Pacer Advisors, Inc. 0.16% Add +13.2% 1,887,699 $68.1M
Voya Investment Management LLC 0.08% Add +36.8% 1,854,672 $67.0M
Natixis Advisors, LLC 0.14% Add +5.7% 1,815,959 $65.6M
Kahn Brothers Group Inc. 9.95% Reduce -1.5% 1,640,402 $59.2M
Citadel Advisors 0.06% Add +14.0% 1,616,240 $58.3M
Russell Investments Group, Ltd. 0.09% Reduce -0.8% 1,610,456 $58.1M
Wellington Management Group LLP 0.01% Reduce -52.8% 1,591,043 $57.4M
Optiver Holding B.V. 1.06% Add +94.3% 1,522,145 $54.9M
Mackenzie Financial Corp. 0.08% Add +7.5% 1,504,737 $54.3M
Two Sigma Advisers, LP 0.12% Add +3.2% 1,498,326 $54.1M
Manufacturers Life Insurance Company, The 0.05% Add +0.5% 1,457,974 $52.6M
Jane Street Group, LLC 0.06% Add +329.6% 1,430,750 $51.7M
Ruffer LLP 2.15% Add +34.2% 1,385,690 $50.0M
UBS Group AG 0.02% Add +13.3% 1,366,484 $49.3M
Ameriprise Financial Inc. 0.01% Add +15.7% 1,322,349 $47.7M
Causeway Capital Management LLC 1.29% Add +14.7% 1,315,759 $47.5M
Acadian Asset Management LLC 0.14% Reduce -69.6% 1,293,217 $46.7M
Nan Shan Life Insurance Co., Ltd. 1.06% No change 1,247,405 $45.0M
Energy Income Partners, LLC 1.00% Add +0.1% 1,243,131 $44.9M
Two Sigma Investments, LP 0.11% Reduce -18.3% 1,233,077 $44.5M
Van Eck Associates Corp. 0.06% Reduce -4.5% 1,191,404 $43.0M
LPL Financial LLC 0.02% Add +9.0% 1,158,875 $41.8M
Voloridge Investment Management, LLC 0.15% New 1,107,237 $40.0M
American Century Companies Inc. 0.02% Add +3.6% 993,915 $35.9M
Moore Capital Management, LP 0.76% Add +42.2% 924,511 $33.4M
PNC Financial Services Group, Inc. 0.02% Reduce -3.9% 848,210 $30.6M
HighTower Advisors, LLC 0.05% Reduce -6.2% 827,803 $29.9M
Stifel Financial Corp. 0.03% Add +10.0% 792,860 $28.6M
Calamos Advisors LLC 0.19% No change 741,000 $26.8M
Old Mission Capital LLC 0.64% Add +382.0% 677,942 $24.5M
US Bancorp \de 0.03% Reduce -0.6% 675,029 $24.4M
Huber Capital Management LLC 5.48% Reduce -3.0% 667,940 $24.1M
Raymond James Financial Services Advisors, Inc. 0.03% Add +20.6% 666,922 $24.1M
Franklin Resources Inc. 0.01% Reduce -4.5% 657,529 $23.7M
Wedge Capital Management L L P 0.40% Add +26.7% 629,568 $22.7M
Deutsche Bank AG 0.01% Add +1070.3% 615,591 $22.2M
Bridgewater Associates 0.11% Add +159.6% 609,795 $22.0M
NorthCoast Asset Management LLC 0.18% Add +1246.3% 597,749 $21.6M
Commonwealth Equity Services, LLC 0.03% Reduce -0.5% 597,953 $21.6M
Alyeska Investment Group, L.P. 0.12% Add +60.0% 592,052 $21.4M
Cerity Partners LLC 0.06% Reduce -39.5% 573,894 $20.7M
Sei Investments Co. 0.03% Reduce -6.5% 544,291 $19.6M
Wilkins Investment Counsel Inc. 2.92% Add +1.9% 543,328 $19.6M
Todd Asset Management LLC 0.39% Reduce -0.9% 514,430 $18.6M
Verition Fund Management LLC 0.16% Reduce -7.7% 513,394 $18.5M
Macquarie Group Ltd. 0.02% Reduce -62.9% 499,604 $18.0M
Janney Capital Management LLC 1.26% Reduce -0.7% 495,657 $17.9M
Invesco Ltd. 0.00% Reduce -3.2% 490,531 $17.7M
SPX Gestao de Recursos Ltda 2.66% Add +35.1% 485,235 $17.5M
Assenagon Asset Management S.A. 0.04% Add +869.0% 442,895 $16.0M
Captrust Financial Advisors 0.05% Add +0.1% 435,823 $15.7M
Kornitzer Capital Management Inc. 0.30% Add +4.6% 431,655 $15.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +3.4% 429,773 $15.5M
CI Investments Inc. 0.06% Add +6.7% 420,877 $15.2M
Beaumont Financial Advisors, LLC 1.18% Add +129.4% 406,895 $14.7M
Lodge Hill Capital, LLC 4.56% Reduce -15.8% 400,000 $14.4M
Healthcare of Ontario Pension Plan Trust Fund 0.04% New 395,300 $14.3M
Cetera Investment Advisers 0.03% Reduce -24.3% 381,107 $13.8M
Euro Pacific Asset Management, LLC 2.72% Reduce -1.3% 379,037 $13.7M
Bank of New York Mellon Corp 0.00% Reduce -0.0% 379,446 $13.7M
Mariner, LLC 0.03% Reduce -1.9% 365,072 $13.2M
Gabelli Funds LLC 0.10% Add +2.2% 360,050 $13.0M
HITE Hedge Asset Management LLC 1.23% Reduce -66.3% 345,547 $12.5M
M&T Bank Corp 0.04% Reduce -1.6% 340,513 $12.3M
Pathstone Holdings, LLC 0.06% Add +10.7% 338,246 $12.2M
Cibc World Market Inc. 0.03% Add +8.3% 337,065 $12.2M
Employees Retirement System of Texas 0.13% Add +8.9% 333,441 $12.0M
Teachers Retirement System of the State of Kentucky 0.11% Reduce -1.9% 331,180 $12.0M
Canal Insurance CO 3.15% No change 330,000 $11.9M
Brandes Investment Partners, LP 0.15% Reduce -4.2% 329,425 $11.9M
Osaic Holdings, Inc. 0.03% Reduce -31.4% 319,882 $11.6M
Stamos Capital Partners, L.P. 2.43% Add +5.5% 316,850 $11.4M
Group One Trading LLC 0.36% Add +44.6% 314,106 $11.3M
Bollard Group LLC 0.32% Add +3.0% 312,953 $11.3M
DRW Securities, LLC 0.68% Reduce -1.4% 308,829 $11.2M
Foresight Global Investors, Inc. 5.34% No change 307,647 $11.1M
Capital Fund Management S.A. 0.12% Reduce -71.7% 297,201 $10.7M
Generate Investment Management Ltd 0.78% Add +13.5% 296,766 $10.7M
Aquatic Capital Management LLC 0.39% Add +36625.0% 293,800 $10.6M
Willis Johnson & Associates, Inc. 0.86% Add +206.5% 291,087 $10.5M
FineMark National Bank & Trust 0.38% Add +1.1% 288,978 $10.4M
Yarbrough Capital, LLC 0.42% No change 283,148 $10.2M
Janney Montgomery Scott LLC 0.03% Add +9.3% 273,845 $9.9M
Truist Financial Corp. 0.01% Add +4.5% 271,703 $9.8M
Wallington Asset Management, LLC 1.46% Add +0.4% 265,038 $9.6M
Groupama Asset Managment 0.13% New 1,355,392 $9.5M
Curi Capital, LLC 0.23% Add +0.1% 260,286 $9.4M
Strategy Asset Managers LLC 2.07% Add +16.7% 264,056 $9.3M
Rockefeller Capital Management L.P. 0.03% Add +14.7% 253,885 $9.2M
Assetmark, Inc. 0.03% Add +49.3% 252,483 $9.1M
MML Investors Services, LLC 0.04% Add +64.9% 251,035 $9.1M
Adage Capital Partners Gp, L.L.C. 0.02% Add +316.7% 250,000 $9.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +12.7% 245,801 $8.9M
Sanctuary Advisors, LLC 0.06% — 222,651 $8.8M
O'shaughnessy Asset Management, LLC 0.09% Reduce -6.0% 242,264 $8.7M
Bleakley Financial Group, LLC 0.25% Add +38.3% 235,719 $8.5M
Simplicity Wealth,LLC 0.19% Add +33.7% 235,474 $8.5M
Susquehanna International Group, LLP 0.01% Reduce -3.9% 231,761 $8.4M
Managed Asset Portfolios, LLC 1.23% Add +115.0% 230,075 $8.3M
Clifford Swan Investment Counsel LLC 0.31% Reduce -1.0% 228,155 $8.2M
Atom Investors LP 0.82% Add +107.5% 226,848 $8.2M
Barclays PLC 0.00% Add +22.6% 226,487 $8.2M
Immersion Capital LLP 4.53% Reduce -26.9% 224,076 $8.1M
Creative Planning 0.01% Add +2.1% 222,429 $8.0M
Edge Capital Group, LLC 0.39% Reduce -0.9% 222,358 $8.0M
Trexquant Investment LP 0.12% Add +25.5% 220,092 $7.9M
Moran Wealth Management, LLC 0.26% Add +0.7% 219,648 $7.9M
Altrius Capital Management Inc 2.02% Add +2.2% 212,800 $7.7M
Private Advisor Group, LLC 0.05% Reduce -2.5% 204,969 $7.4M
Scotia Capital Inc. 0.04% Add +3.2% 202,982 $7.3M
Schonfeld Strategic Advisors LLC 0.06% Reduce -63.8% 202,500 $7.3M
Neuberger Berman Group LLC 0.01% Reduce -23.5% 198,582 $7.2M
Auxier Asset Management LLC 1.11% Reduce -0.1% 193,394 $7.0M
Baird Financial Group, Inc. 0.01% Add +1.2% 192,393 $6.9M
Focus Partners Wealth 0.02% Add +4.9% 189,573 $6.8M
Kempner Capital Management Inc. 3.56% No change 186,079 $6.7M
NewEdge Advisors, LLC 0.05% Add +171.3% 183,416 $6.6M
Mesirow Financial Investment Management, Inc. 0.15% Reduce -0.9% 181,133 $6.5M
Manning & Napier Advisors LLC 0.07% — 172,730 $6.2M
DAVENPORT & Co LLC 0.04% Reduce -9.7% 168,621 $6.1M
Nomura Holdings Inc. 0.04% Reduce -25.4% 166,142 $6.0M
Cyndeo Wealth Partners, LLC 0.47% Add +311.1% 165,974 $6.0M
Corient Private Wealth LP 0.01% Reduce -0.9% 162,476 $5.9M
Pacific Heights Asset Management LLC 0.45% No change 160,000 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% No change 159,421 $5.8M
Walleye Capital LLC 0.07% Reduce -49.0% 157,933 $5.7M
Logan Capital Management Inc. 0.25% Reduce -2.6% 157,418 $5.7M
Essex Investment Management Co. LLC 1.06% Reduce -10.1% 157,024 $5.7M
CSS LLC 1.23% Add +9.8% 156,153 $5.6M
D. E. Shaw & Co. 0.01% Reduce -90.8% 153,584 $5.5M
Advocate Group LLC 1.12% Add +1.2% 153,523 $5.5M
Hennessy Advisors Inc. 0.20% Reduce -2.0% 147,800 $5.3M
Vishria Bird Financial Group, LLC 2.22% Reduce -0.8% 146,287 $5.3M
Crossmark Global Holdings, Inc. 0.10% Reduce -4.1% 137,552 $5.0M
Kestra Advisory Services, LLC 0.03% Add +9.9% 136,199 $4.9M
Neville Rodie & Shaw Inc. 0.37% No change 135,358 $4.9M
GeoSphere Capital Management, LLC 3.79% New 135,000 $4.9M
Baker Ellis Asset Management LLC 0.73% Add +2.0% 134,977 $4.9M
Avantax Advisory Services, Inc. 0.03% Add +37.2% 134,264 $4.8M
Cresset Asset Management, LLC 0.02% Add +39.5% 132,770 $4.8M
National Bank of Canada 0.01% Reduce -1.7% 131,165 $4.8M
Tocqueville Asset Management L.P. 0.08% Add +3.5% 131,568 $4.7M
Geode Capital Management, LLC 0.00% Reduce -30.9% 131,522 $4.7M
QRG Capital Management, Inc. 0.06% Reduce -13.3% 131,420 $4.7M
Lazari Capital Management, Inc. 2.10% Add +1.3% 129,081 $4.7M
Regions Financial Corp. 0.04% Reduce -4.1% 128,974 $4.7M
SouthState Bank Corp 0.34% Add +0.3% 128,246 $4.6M
Walleye Trading LLC 0.09% Add +192.4% 127,745 $4.6M
Clearbridge Investments, LLC 0.00% Reduce -0.5% 127,203 $4.6M
Oppenheimer & Co. Inc. 0.07% Add +6.1% 125,654 $4.5M
Charles Schwab Investment Management Inc. 0.00% Add +20.9% 125,595 $4.5M
Oppenheimer Asset Management Inc. 0.06% Add +20.7% 125,254 $4.5M
Portman Square Capital LLP 3.51% New 124,830 $4.5M
Butensky & Cohen Financial Security, Inc. 1.43% Add +1.1% 124,818 $4.5M
D.A. Davidson & Co. 0.04% Add +2.7% 122,866 $4.4M
Pittenger & Anderson Inc. 0.18% No change 120,225 $4.3M
Columbia Asset Management 0.80% Add +16.2% 118,909 $4.3M
Balyasny Asset Management L.P. 0.01% Reduce -93.0% 117,143 $4.2M
Blair William & Co. 0.01% Add +7.7% 116,715 $4.2M
Bokf, NA 0.08% Reduce -15.3% 115,829 $4.2M
Brown Advisory Inc. 0.01% Add +1.3% 115,472 $4.2M
SIR Capital Management, L.P. 0.41% Reduce -6.0% 115,300 $4.2M
BBR Partners, LLC 0.34% Reduce -7.0% 114,376 $4.1M
Glenmede Trust Co. NA 0.02% Add +2.9% 114,351 $4.1M
Headlands Technologies LLC 0.44% Add +369.4% 114,179 $4.1M
Verus Capital Partners, LLC 0.42% Reduce -5.1% 112,572 $4.1M
Meyer Handelman Co. 0.14% Reduce -0.6% 112,013 $4.0M
Beacon Pointe Advisors, LLC 0.05% Reduce -0.8% 111,476 $4.0M
South Dakota Investment Council 0.08% Reduce -0.1% 110,010 $4.0M
Orion Porfolio Solutions, LLC 0.04% Reduce -7.7% 109,565 $4.0M
Orion Portfolio Solutions, LLC 0.04% Reduce -7.7% 109,565 $4.0M
HRT Financial LP 0.02% New 108,135 $3.9M
Signet Financial Management, LLC 0.53% Reduce -0.3% 107,886 $3.9M
Meritage Portfolio Management 0.24% Reduce -1.3% 106,044 $3.8M
Ritholtz Wealth Management 0.12% Reduce -9.0% 104,527 $3.8M
tru Independence LLC 1.13% Reduce -0.8% 103,805 $3.7M
New York State Common Retirement Fund 0.00% Reduce -76.9% 103,729 $3.7M
Kestra Private Wealth Services, LLC 0.07% Add +20.4% 103,660 $3.7M
Prospera Financial Services Inc 0.10% Add +5.3% 100,733 $3.6M
Baker Avenue Asset Management, LP 0.12% Add +26.1% 100,271 $3.6M
Integrated Advisors Network LLC 0.18% Add +609.6% 98,935 $3.6M
Richard P Slaughter Associates Inc 0.83% Add +5.1% 97,133 $3.5M
Moors & Cabot, Inc. 0.19% Add +1.5% 96,431 $3.5M
HighPoint Advisor Group LLC 0.20% Add +105.2% 98,403 $3.4M
NewEdge Wealth, LLC 0.07% Add +5.3% 94,677 $3.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -17.1% 93,601 $3.4M
Amova Asset Management Americas, Inc. 0.04% Reduce -17.1% 93,601 $3.4M
Huntington National Bank 0.03% Reduce -2.4% 92,154 $3.3M
Vanguard Personalized Indexing Management, LLC 0.06% Add +17.5% 91,126 $3.3M
Community Trust & Investment Co. 0.22% Reduce -1.6% 89,041 $3.2M
Raymond James Trust N.A. 0.07% Add +10.2% 87,425 $3.2M
Lee Danner & Bass Inc. 0.24% — 87,406 $3.2M
Hedges Asset Management LLC 2.26% Add +0.8% 87,183 $3.1M
Vaughan David Investments LLC 0.08% Reduce -6.8% 86,664 $3.1M
Quinn Opportunity Partners LLC 0.36% Reduce -5.5% 85,200 $3.1M
Soros Fund Management 0.10% No change 85,000 $3.1M
Financial Partners Group, LLC 1.17% Reduce -5.1% 83,637 $3.0M
Jackson Hole Capital Partners, LLC 0.66% Add +3.9% 83,582 $3.0M
Capital Advisors Inc. 0.06% Reduce -0.3% 81,564 $2.9M
Spirit of America Management Corp. 0.60% No change 81,361 $2.9M
Engineers Gate Manager LP 0.07% Add +19.3% 81,147 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.7% 80,856 $2.9M
Delta Capital Management LLC 1.78% Reduce -0.1% 80,360 $2.9M
Valicenti Advisory Services Inc. 0.78% Add +59.0% 80,070 $2.9M
Larson Financial Group LLC 0.19% Add +3.2% 78,511 $2.8M
Y-Intercept (Hong Kong) Ltd 0.15% Reduce -46.5% 78,069 $2.8M
Prevail Innovative Wealth Advisors, LLC 1.00% New 78,064 $2.8M
Global Wealth Management Investment Advisory, Inc. 0.65% Add +3.6% 77,019 $2.8M
Murphy, Middleton, Hinkle & Parker, Inc. 1.62% Reduce -0.1% 76,910 $2.8M
IFP Advisors, Inc 0.11% Reduce -7.7% 74,350 $2.7M
Atria Wealth Solutions, Inc. 0.03% Reduce -11.9% 74,118 $2.7M
Rothschild Investment LLC 0.18% Add +0.5% 72,583 $2.6M
Wright Investors Service Inc. 0.68% Reduce -23.4% 71,830 $2.6M
Hayek Kallen Investment Management 0.96% Add +25.1% 71,235 $2.6M
Atria Investments, Inc 0.03% Add +4.0% 71,099 $2.6M
Meridian Investment Counsel Inc. 0.79% Reduce -0.7% 69,398 $2.5M
Evergreen Capital Management LLC 0.09% Reduce -1.1% 69,378 $2.5M
Pinnacle Associates Ltd. 0.04% Add +0.7% 69,046 $2.5M
Naviter Wealth, LLC 0.37% Add +5.6% 68,714 $2.5M
Advisors Asset Management, Inc. 0.05% Reduce -10.6% 68,072 $2.5M
Kingsview Wealth Management, LLC 0.06% Reduce -3.8% 67,720 $2.4M
Blackstone Inc. 0.01% Add +3.1% 66,828 $2.4M
Keybank National Association 0.01% Add +1.2% 66,483 $2.4M
Stratos Wealth Partners, LTD. 0.04% Add +1.9% 65,671 $2.4M
Tidal Investments LLC 0.03% Add +0.2% 65,242 $2.4M
DekaBank Deutsche Girozentrale 0.00% Add +119.8% 65,126 $2.3M
Park Avenue Securities LLC 0.03% Add +6.9% 64,360 $2.3M
Caprock Group, LLC 0.09% Add +55.2% 64,125 $2.3M
Dupree Financial Group, LLC 1.12% Add +679.7% 63,792 $2.3M
Kavar Capital Partners Group, LLC 0.41% Reduce -0.3% 63,422 $2.3M
Fagan Associates, Inc. 0.39% Reduce -0.8% 62,356 $2.3M
Steward Partners Investment Advisory, LLC 0.02% Add +10.1% 62,029 $2.2M
Gilliland Jeter Wealth Management LLC 0.75% Add +0.3% 61,905 $2.2M
Commerce Bank 0.01% Reduce -10.9% 61,400 $2.2M
Azimuth Capital Investment Management LLC 0.09% Reduce -0.6% 60,933 $2.2M
Phoenix Financial Ltd. 0.03% Reduce -46.5% 60,889 $2.2M
Meitav Investment House Ltd. 0.04% Reduce -3.9% 58,465 $2.1M
Cwm, LLC 0.01% Add +0.8% 58,189 $2.1M
Advisory Services Network, LLC 0.04% Reduce -8.0% 57,504 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +16.7% 56,645 $2.0M
Campbell & CO Investment Adviser LLC 0.17% Add +235.1% 56,147 $2.0M
Fifth Third Bancorp 0.01% Reduce -2.2% 55,836 $2.0M
CIBC Private Wealth Group LLC 0.00% Add +6.3% 54,791 $2.0M
Kennedy Investment Group, Inc. 1.01% Reduce -0.3% 55,342 $2.0M
GAM Holding AG 0.15% Reduce -0.9% 54,939 $2.0M
Solstein Capital, LLC 1.29% Reduce -6.8% 54,569 $2.0M
Parallax Volatility Advisers, L.P. 0.06% Reduce -33.2% 54,550 $2.0M
Old National Bancorp 0.05% Reduce -5.2% 54,016 $1.9M
Independent Advisor Alliance 0.07% Add +0.8% 53,931 $1.9M
Prosperitas Financial LLC 1.18% Add +5.7% 53,803 $1.9M
Peapack Gladstone Financial Corp. 0.03% Reduce -5.5% 53,576 $1.9M
Vestmark Advisory Solutions, Inc. 0.08% Add +4.5% 53,194 $1.9M
IFG Advisory, LLC 0.12% Reduce -8.9% 53,006 $1.9M
Sigma Planning Corp 0.06% Reduce -5.6% 52,938 $1.9M
Arkadios Wealth Advisors 0.13% Add +25.3% 51,513 $1.9M
First Trust Direct Indexing L.P. 0.11% Add +0.3% 50,086 $1.8M
Hartree Partners, LP 0.45% Add +25.0% 50,000 $1.8M
Choreo, LLC 0.03% Add +348.7% 49,373 $1.8M
Jones Financial Companies LLLP 0.00% Add +46.5% 49,146 $1.8M
Atlas Brown,Inc. 0.64% Add +20.3% 49,090 $1.8M
Simplex Trading, LLC 0.06% New 48,907 $1.8M
Tejara Capital Ltd 0.64% New 48,838 $1.8M
TD Private Client Wealth LLC 0.05% Reduce -9.4% 48,146 $1.7M
Bank of New Hampshire 0.45% Reduce -1.4% 47,678 $1.7M
Wedbush Securities Inc. 0.06% Reduce -12.7% 47,025 $1.7M
Valeo Financial Advisors, LLC 0.05% Reduce -5.7% 46,808 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -14.6% 46,633 $1.7M
Ameritas Advisory Services, LLC 0.06% Add +2.4% 46,526 $1.7M
Kovack Advisors, Inc. 0.18% New 46,237 $1.7M
Hardin Capital Partners, LLC 1.08% — 46,030 $1.7M
Vise Technologies, Inc. 0.29% Add +7.2% 45,823 $1.7M
Stock Yards Bank & Trust Co. 0.05% Add +0.0% 45,695 $1.6M
Harbour Investments, Inc. 0.06% Add +4.1% 45,364 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -8.5% 45,132 $1.6M
Insight Inv LLC 1.40% No change 44,970 $1.6M
Burney Co./ 0.06% Reduce -1.7% 43,073 $1.6M
Transcend Capital Advisors, LLC 0.11% Add +5.1% 43,064 $1.6M
Florida Trust Wealth Management Co 0.05% Add +147.9% 43,063 $1.6M
Harvest Portfolios Group Inc. 0.06% Add +1.9% 42,112 $1.5M
Douglass Winthrop Advisors, LLC 0.03% Reduce -7.4% 41,802 $1.5M
International Assets Investment Management, LLC 0.14% Reduce -5.5% 41,792 $1.5M
Schechter Investment Advisors, LLC 0.11% Reduce -8.1% 41,726 $1.5M
Accordant Advisory Group Inc 1.46% Add +11.6% 41,471 $1.5M
Altman Advisors, Inc. 0.85% Add +1.2% 41,307 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.73% Reduce -4.6% 41,298 $1.5M
Stephens Inc. 0.02% Reduce -6.9% 41,274 $1.5M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -5.5% 40,930 $1.5M
Venture Visionary Partners LLC 0.07% Add +4.3% 40,855 $1.5M
Equitable Holdings, Inc. 0.02% Add +10.1% 40,304 $1.5M
Credit Agricole S A 0.01% New 39,682 $1.4M
Rwa Wealth Partners, LLC 0.02% Add +1.3% 39,429 $1.4M
Apollon Wealth Management, LLC 0.04% Add +0.6% 39,245 $1.4M
Summit Securities Group LLC 0.54% Add +200.9% 22,724 $1.4M
Royal Fund Management, LLC 0.19% Reduce -1.2% 38,356 $1.4M
PFG Investments, LLC 0.10% Add +6.8% 38,417 $1.4M
Greenwood Capital Associates LLC 0.18% Add +32.7% 38,287 $1.4M
Quantinno Capital Management LP 0.02% Add +32.0% 38,006 $1.4M
Aviso Financial Inc. 0.08% — 38,010 $1.4M
Level Four Advisory Services, LLC 0.06% Add +15.7% 37,791 $1.4M
Verdence Capital Advisors LLC 0.12% Add +0.2% 37,426 $1.4M
Financial Counselors Inc. 0.02% Reduce -1.8% 37,179 $1.3M
Parsons Capital Management Inc. 0.09% Add +0.0% 36,994 $1.3M
Global Retirement Partners, LLC 0.04% Reduce -11.3% 36,709 $1.3M
Focus Partners Advisor Solutions, LLC 0.03% Add +1.1% 36,497 $1.3M
Autumn Glory Partners, LLC 0.67% No change 36,121 $1.3M
Sequoia Financial Advisors, LLC 0.02% Add +11.4% 35,835 $1.3M
Welch & Forbes LLC 0.02% Reduce -44.6% 37,098 $1.3M
Integrated Wealth Concepts LLC 0.02% Add +0.4% 35,505 $1.3M
SeaCrest Wealth Management, LLC 0.14% Add +0.5% 35,198 $1.3M
CENTRAL TRUST Co 0.03% Reduce -34.1% 34,840 $1.3M
Mgo One Seven LLC 0.06% Add +8.9% 34,315 $1.2M
Mather Group, Llc. 0.02% Add +74.1% 32,735 $1.2M
Barden Capital Management, Inc. 1.16% Add +1.5% 34,125 $1.2M
Signaturefd, LLC 0.03% Reduce -0.7% 34,094 $1.2M
Ausdal Financial Partners, Inc. 0.13% Add +0.0% 33,203 $1.2M
Prospect Financial Services LLC 0.92% Reduce -33.3% 33,073 $1.2M
Fidelis Capital Partners, LLC 0.17% Add +46.8% 35,605 $1.2M
Townsquare Capital LLC 0.02% Add +4.2% 32,565 $1.2M
McKinley Capital Management LLC 0.20% Reduce -2.5% 32,367 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -7.2% 32,118 $1.2M
Parallel Advisors, LLC 0.03% Reduce -1.5% 32,104 $1.2M
Hunter Perkins Capital Management, LLC 0.24% Add +1.3% 31,743 $1.1M
GYL Financial Synergies, LLC 0.09% Add +34.5% 31,086 $1.1M
Beacon Financial Advisory LLC 0.42% Add +11.7% 30,913 $1.1M
WP Advisors, LLC 0.35% Reduce -7.8% 30,667 $1.1M
Lantz Financial LLC 0.34% Reduce -0.9% 30,451 $1.1M
Quotient Wealth Partners, LLC 0.04% Reduce -0.5% 30,231 $1.1M
Stableford Capital II LLC 0.43% Add +2.3% 30,602 $1.1M
Two Sigma Securities, LLC 0.05% Reduce -52.9% 29,963 $1.1M
Vident Advisory, LLC 0.03% Add +16.9% 29,686 $1.1M
1ST Source Bank 0.06% Add +3.8% 29,655 $1.1M
Arete Wealth Advisors, LLC 0.09% Reduce -1.0% 29,649 $1.1M
Associated Banc-Corp 0.03% Add +1.5% 29,585 $1.1M
Chicago Capital, LLC 0.03% No change 29,527 $1.1M
Mutual Advisors, LLC 0.03% Reduce -27.4% 30,412 $1.1M
Permanent Capital Management, LP 0.22% — 35,490 $1.1M
Sowell Financial Services LLC 0.05% Reduce -11.3% 29,333 $1.1M
GeoWealth Management, LLC 0.05% Add +13.1% 29,244 $1.1M
Rhumbline Advisers 0.00% Add +2.0% 29,235 $1.1M
Highland Capital Management, LLC 0.06% Reduce -6.6% 29,168 $1.1M
Linscomb Wealth, Inc. 0.05% Reduce -1.0% 29,025 $1.0M
Insigneo Advisory Services, LLC 0.12% Add +0.6% 31,752 $1.0M
Catalyst Capital Advisors LLC 0.02% Add +104.6% 28,650 $1.0M
Intrua Financial, LLC 0.17% Reduce -5.0% 28,574 $1.0M
Guggenheim Capital LLC 0.01% Add +18.1% 28,406 $1.0M
First Financial Corp. 0.52% Reduce -3.9% 28,197 $1.0M
Mission Wealth Management, LP 0.03% Add +12.6% 27,742 $1.0M
Jump Financial, LLC 0.02% New 27,700 $1000K
Elevation Point Wealth Partners, LLC 0.08% Reduce -14.3% 27,508 $993K
Cookson Peirce & Co. Inc. 0.05% Add +10.5% 27,417 $990K
Avidian Wealth Enterprises, LLC 0.05% Reduce -12.0% 27,196 $982K
Cantor Fitzgerald, L. P. 0.20% New 27,060 $977K
First Financial Bank - Trust Division 0.10% Reduce -1.1% 26,769 $966K
First American Bank 0.07% No change 26,589 $960K
Wealth Alliance Advisory Group, LLC 0.21% No change 25,757 $930K
OneDigital Investment Advisors LLC 0.01% Add +114.3% 25,752 $930K
Heritage Trust Co 0.12% No change 25,449 $919K
Donoghue Forlines LLC 0.26% Add +8.8% 25,430 $918K
Cozad Asset Management Inc. 0.09% No change 25,243 $911K
Foster & Motley Inc. 0.06% Reduce -0.8% 25,059 $905K
Pitti Group Wealth Management, LLC 0.97% No change 25,127 $889K
Snowden Capital Advisors LLC 0.03% Reduce -22.8% 24,612 $889K
Vantage Financial Partners Ltd., Inc. 0.22% Reduce -12.3% 24,439 $882K
Principal Securities, Inc. 0.02% Add +6.5% 24,355 $879K
Whittier Trust Co. of Nevada Inc. 0.02% Add +4.0% 24,173 $872K
M Holdings Securities, Inc. 0.11% New 24,092 $870K
Modern Wealth Management, LLC 0.06% Add +5.8% 24,089 $870K
Wesbanco Bank Inc. 0.03% Reduce -0.7% 24,056 $868K
Legacy Capital Group California, Inc. 0.31% Reduce -3.4% 24,020 $867K
Csenge Advisory Group 0.05% Add +3.6% 23,990 $866K
Capital Investment Advisory Services, LLC 0.09% Reduce -0.1% 23,974 $865K
Qtron Investments LLC 0.13% Add +6.8% 23,971 $865K
Sabal Trust CO 0.05% Reduce -10.0% 23,812 $860K
Tiaa Trust, National Association 0.00% Reduce -3.5% 23,659 $854K
Concurrent Investment Advisors, LLC 0.03% Add +70.7% 23,590 $852K
Oak Harvest Investment Services 0.13% Add +10.8% 23,546 $850K
GC Wealth Management RIA, LLC 0.17% Add +16.5% 23,544 $850K
Vertex Planning Partners, LLC 0.22% Add +0.2% 23,508 $849K
SAL Trading, LLC 1.57% New 23,500 $848K
Forum Financial Management, LP 0.02% Add +1.5% 23,487 $848K
Sapient Capital LLC 0.02% No change 23,455 $847K
Zions Bancorporation, N.A. 0.07% Reduce -13.5% 23,453 $847K
Mark Sheptoff Financial Planning, LLC 0.47% Reduce -12.0% 23,403 $845K
HB Wealth Management, LLC 0.01% Add +50.4% 23,247 $839K
Great Valley Advisor Group, Inc. 0.02% Reduce -0.3% 23,161 $836K
Rafferty Asset Management, LLC 0.00% Reduce -16.9% 23,131 $835K
Bessemer Group Inc. 0.00% Add +48.9% 23,077 $833K
Quadrant Capital Group LLC 0.06% Add +3.8% 23,055 $832K
Rossmore Private Capital 0.11% No change 22,968 $829K
Osborne Partners Capital Management, LLC 0.05% Add +6.5% 22,877 $826K
Synovus Financial Corp. 0.01% Reduce -2.5% 22,856 $825K
Caas Capital Management LP 1.54% No change 22,612 $816K
Savant Capital, LLC 0.01% Reduce -18.6% 22,455 $811K
Argyle Capital Management, LLC 0.33% Add +21.5% 22,407 $809K
Buckingham Strategic Wealth, LLC 0.01% Reduce -2.4% 22,390 $808K
Cooper Financial Group 0.12% Reduce -28.4% 22,365 $807K
MAI Capital Management 0.01% Reduce -8.1% 22,226 $802K
John G Ullman & Associates Inc. 0.12% No change 22,200 $801K
SVB Wealth LLC 0.02% Reduce -12.4% 22,182 $801K
Dynamic Advisor Solutions LLC 0.03% Add +3.5% 22,146 $799K
Monarch Capital Management Inc. 0.23% Reduce -4.7% 22,087 $797K
Left Brain Wealth Management, LLC 0.37% No change 21,753 $785K
AE Wealth Management LLC 0.01% Reduce -5.9% 21,631 $781K
Wittenberg Investment Management, Inc. 0.27% No change 21,600 $780K
Range Financial Group LLC 0.40% Add +1.9% 21,572 $779K
Founders Financial Alliance, LLC 0.23% Add +0.5% 21,572 $779K
Moody National Bank Trust Division 0.06% Add +0.8% 21,464 $775K
Horizon Investment Services, LLC 0.36% Reduce -0.9% 21,419 $773K
Bfsg, LLC 0.10% Reduce -4.5% 21,385 $772K
Prudential Financial Inc. 0.00% Add +1.3% 21,132 $763K
Balboa Wealth Partners 0.20% Reduce -2.1% 20,782 $750K
Pinnacle Wealth Planning Services, Inc. 0.11% Add +5.8% 20,706 $747K
Gladstone Institutional Advisory LLC 0.04% Add +9.7% 20,686 $747K
ExodusPoint Capital Management, LP 0.01% New 20,658 $746K
Privium Fund Management (UK) Ltd 0.29% New 20,255 $745K
Founders Financial Securities LLC 0.07% Reduce -2.5% 20,479 $739K
Pacific Global Investment Management Co. 0.14% No change 20,451 $738K
Nilsine Partners, LLC 0.10% Add +6.8% 20,388 $736K
Checchi Capital Advisers, LLC 0.06% Add +0.2% 20,287 $732K
Mitchell & Pahl Private Wealth, LLC 0.38% Reduce -0.3% 20,172 $728K
Aptus Capital Advisors, LLC 0.01% Add +21.3% 20,059 $724K
Maxwell Wealth Strategies Inc. 0.35% No change 20,059 $724K
Merit Financial Group, LLC 0.02% Add +3.3% 19,976 $721K
Courier Capital LLC 0.06% Reduce -0.8% 19,960 $721K
Johnson Investment Counsel Inc. 0.01% Add +0.9% 19,884 $718K
&partners 0.03% Add +95.7% 19,825 $716K
Glenview Trust Co 0.01% Reduce -7.6% 19,820 $716K
Louisbourg Investments Inc. 0.20% No change 19,680 $710K
Dynasty Wealth Management, LLC 0.02% Reduce -5.8% 19,428 $701K
Foster Victor Wealth Advisors, LLC 0.06% Add +22.7% 19,969 $697K
InTrack Investment Management Inc 0.49% Reduce -2.8% 19,273 $696K
Herold Advisors, Inc. 0.16% Add +28.2% 19,252 $695K
Cornerstone Wealth Management, LLC 0.05% Add +3.9% 19,077 $689K
Syon Capital LLC 0.06% Reduce -1.0% 19,051 $688K
Grandfield & Dodd, LLC 0.04% No change 18,968 $685K
Legacy Financial Advisors, Inc. 0.12% Reduce -0.4% 18,950 $684K
Horizon Investments, LLC 0.02% Reduce -1.2% 19,226 $684K
Equitable Trust Co. 0.05% No change 18,857 $681K
SCP Investment, LP 0.43% Add +95.8% 18,800 $679K
Greenleaf Trust 0.01% Reduce -9.6% 18,793 $678K
Clearstead Advisors, LLC 0.01% Add +359.1% 18,418 $665K
Westwood Holdings Group Inc. 0.01% No change 18,370 $663K
Lebenthal Global Advisors, LLC 0.15% Add +3.8% 18,353 $663K
Benjamin F. Edwards & Company, Inc. 0.01% Add +11.2% 18,012 $650K
Crescent Grove Advisors, LLC 0.07% Add +30.6% 17,992 $650K
Crumly & Associates Inc. 0.19% Add +13.1% 17,963 $648K
Beese Fulmer Investment Management, Inc. 0.06% Reduce -2.7% 17,938 $648K
Onyx Bridge Wealth Group LLC 0.11% No change 17,917 $647K
Oxinas Partners, LLC 0.43% Reduce -5.1% 17,909 $647K
American National Bank & Trust 0.08% No change 17,792 $642K
Profund Advisors LLC 0.02% Add +3.0% 17,704 $639K
Edge Wealth Management LLC 0.13% Reduce -5.7% 17,702 $639K
J.W. Cole Advisors, Inc. 0.03% Reduce -5.9% 17,680 $638K
Texas Yale Capital Corp. 0.03% Reduce -0.7% 17,666 $638K
Wellington Shields & Co., LLC 0.21% No change 17,619 $636K
Birmingham Capital Management Co. Inc. 0.25% Reduce -9.5% 17,605 $636K
Silvia McColl Wealth Management, LLC 0.52% No change 17,531 $633K
Smith Group Asset Management, LLC 0.06% Add +0.2% 17,509 $632K
Raelipskie Partnership 0.33% Add +3.6% 17,377 $627K
Venturi Wealth Management, LLC 0.04% Add +1.1% 17,326 $625K
ARS Investment Partners, LLC 0.06% Reduce -6.0% 17,295 $624K
SpiderRock Advisors, LLC 0.02% No change 17,266 $623K
Mengis Capital Management, Inc. 0.13% Reduce -45.6% 17,181 $620K
Thrivent Financial for Lutherans 0.00% Add +52.8% 17,169 $620K
Fiduciary Alliance LLC 0.10% Add +1.2% 16,783 $617K
Fort Point Capital Partners LLC 0.08% No change 17,057 $616K
North Star Investment Management Corp. 0.04% No change 16,966 $612K
Cowa, LLC 0.33% Add +0.6% 16,960 $612K
Analyst IMS Investment Management Services Ltd. 0.03% No change 16,947 $612K
Covenant Partners, LLC 0.19% Reduce -16.6% 16,865 $609K
Simmons Bank 0.05% Reduce -0.1% 16,853 $608K
CHICAGO TRUST Co NA 0.12% Add +13.0% 16,844 $608K
HM Payson & Co. 0.01% Reduce -2.3% 16,841 $608K
Compound Planning, Inc. 0.04% Reduce -1.7% 16,819 $607K
Chicago Partners Investment Group LLC 0.02% Add +36.9% 17,410 $606K
Elgethun Capital Management 0.15% Reduce -1.4% 16,702 $603K
Mill Capital Management, LLC 0.05% Reduce -9.7% 16,512 $596K
Daymark Wealth Partners, LLC 0.03% Add +15.3% 16,421 $593K
Prelude Capital Management, LLC 0.05% New 16,326 $589K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -18.1% 16,290 $588K
Jackson Square Capital, LLC 0.14% No change 16,263 $587K
Aigen Investment Management, LP 0.11% New 16,097 $581K
AdvisorNet Financial, Inc 0.05% Add +93.4% 16,070 $580K
Aull & Monroe Investment Management Corp 0.28% Reduce -0.2% 16,034 $579K
Poehling Capital Management, INC. 0.16% No change 15,973 $577K
Allegheny Financial Group 0.17% Add +0.0% 15,959 $576K
Archer Investment Corp 0.17% Add +7.5% 15,956 $576K
West Family Investments, Inc. 0.17% No change 15,927 $575K
Vista Investment Management 0.23% Reduce -14.4% 15,924 $575K
Investment Partners, LTD. 0.26% Add +8.0% 15,863 $573K
Stonegate Investment Group, LLC 0.02% Add +42.9% 15,847 $572K
Signature Estate & Investment Advisors LLC 0.01% New 15,823 $571K
First Hawaiian Bank 0.02% Reduce -19.1% 15,760 $569K
Burrus Financial Services, Inc. 0.29% Reduce -1.7% 15,675 $566K
Coastwise Capital Group, LLC 0.54% Add +2.3% 15,575 $562K
Recurrent Investment Advisors LLC 0.06% Reduce -1.7% 116,022 $554K
Nicolet Advisory Services, LLC 0.05% Add +0.1% 15,791 $551K
Hantz Financial Services, Inc. 0.01% Add +3.1% 15,086 $545K
McDonald Partners LLC 0.15% Reduce -21.0% 15,086 $545K
Iat Reinsurance Co. LTD. 0.13% No change 15,000 $542K
Personal Cfo Solutions, LLC 0.08% Add +3.0% 14,856 $536K
Mairs & Power Inc. 0.01% No change 14,850 $536K
Holderness Investments Co. 0.13% No change 14,837 $536K
LVW Advisors, LLC 0.08% Reduce -4.5% 14,819 $535K
EverSource Wealth Advisors, LLC 0.04% Add +3.4% 15,087 $534K
Baxter Bros Inc. 0.07% Reduce -12.0% 14,672 $530K
Summit Financial, LLC 0.02% Add +101.5% 14,654 $529K
Morningstar Investment Services LLC 0.01% Add +60.9% 14,715 $529K
Karpas Strategies, LLC 0.17% No change 14,584 $526K
Good Life Advisors, LLC 0.04% Add +3.7% 14,572 $526K
CW Advisors, LLC 0.01% New 14,480 $523K
Prime Capital Investment Advisors, LLC 0.01% Reduce -16.9% 14,414 $520K
Waverly Advisors, LLC 0.01% Reduce -8.5% 14,131 $510K
Allen Capital Group, LLC 0.07% Add +0.1% 14,121 $510K
Blue Trust, Inc. 0.01% Add +38.9% 13,379 $504K
Busey Bank 0.02% Reduce -3.3% 13,914 $502K
Summit X, LLC 0.11% Add +66.3% 14,065 $502K
Coldstream Capital Management Inc. 0.01% Reduce -1.4% 13,854 $500K
Clarius Group, LLC 0.04% Reduce -10.5% 13,689 $494K
Hilltop National Bank 0.16% Add +0.5% 13,684 $494K
Capital Investment Advisors, LLC 0.01% Add +1.3% 13,667 $493K
Financial Sense Advisors, Inc. 0.16% Add +0.3% 13,632 $492K
Investors Research Corp 0.11% No change 13,610 $491K
Argent Trust Co 0.02% Add +10.2% 13,571 $490K
Saxon Interests, Inc. 0.23% Reduce -8.4% 13,571 $490K
Moneco Advisors, LLC 0.07% Add +0.1% 13,569 $490K
Burford Brothers, Inc. 0.28% No change 13,507 $488K
MIdWestOne Financial Group, Inc. 0.09% Reduce -1.4% 13,496 $487K
White Wing Wealth Management 0.39% No change 13,481 $487K
IHT Wealth Management, LLC 0.02% Add +10.4% 13,471 $486K
Legacy Wealth Asset Management, LLC 0.14% Add +6.7% 13,440 $485K
Concourse Financial Group Securities, Inc. 0.03% Add +0.6% 13,394 $484K
Garde Capital, Inc. 0.03% Reduce -47.9% 13,372 $483K
Avior Wealth Management, LLC 0.02% Reduce -16.5% 13,358 $482K
Leonteq Securities AG 0.07% Reduce -5.0% 13,353 $482K
Patten & Patten Inc. 0.03% Reduce -4.0% 13,301 $480K
Lanark Financial, Inc. 0.04% Reduce -7.1% 13,307 $480K
RNC Capital Management LLC 0.03% Add +8.3% 13,213 $477K
Strategic Blueprint, LLC 0.03% Add +2.6% 13,200 $477K
Kanawha Capital Management LLC 0.04% Reduce -0.5% 13,189 $476K
Ethic Inc. 0.01% Reduce -7.2% 13,175 $476K
Choate Investment Advisors 0.01% Reduce -3.5% 13,158 $475K
Howland Capital Management LLC 0.02% No change 13,134 $474K
Williams Jones Wealth Management, LLC. 0.01% Reduce -10.9% 13,132 $474K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.3% 13,088 $473K
Malaga Cove Capital, LLC 0.19% Reduce -0.1% 13,003 $469K
Ping Capital Management, Inc. 0.29% — 13,000 $469K
Bay Rivers Group 0.24% No change 13,000 $469K
FRG Family Wealth Advisors LLC 0.09% No change 14,227 $469K
Kelleher Financial Advisors 0.19% Reduce -8.5% 12,973 $468K
Sentry LLC 0.09% No change 12,920 $466K
Prosperity Consulting Group, LLC 0.06% Reduce -14.5% 12,829 $463K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -9.6% 12,766 $461K
Gallacher Capital Management LLC 0.24% Add +3.8% 12,761 $461K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -31.0% 12,651 $457K
King Luther Capital Management Corp. 0.00% No change 12,640 $456K
BancFirst Trust & Investment Management 0.21% Add +25.5% 12,572 $452K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Reduce -6.2% 12,523 $452K
Flow Traders U.S. LLC 0.02% New 12,452 $450K
Pitcairn Co. 0.03% Add +4.0% 12,463 $450K
Marcum Wealth, LLC 0.04% Add +20.4% 12,406 $448K
Cullinan Associates Inc. 0.03% Reduce -11.4% 12,400 $448K
Wintrust Investments LLC 0.04% Add +2.5% 12,375 $447K
Second Line Capital, LLC 0.14% Add +59.2% 12,351 $446K
Peddock Capital Advisors, LLC 0.11% Add +10.1% 12,348 $446K
Corsair Capital Management, L.P. 0.07% Reduce -48.1% 12,292 $444K
Allworth Financial LP 0.00% Reduce -29.0% 12,533 $443K
Trust Point Inc. 0.04% Add +1.4% 12,245 $442K
Whittier Trust Co. 0.01% Add +0.6% 12,237 $442K
Fruth Investment Management 0.12% No change 12,192 $440K
Weinberger Asset Management, Inc 0.21% Reduce -0.5% 12,157 $439K
Krilogy Financial LLC 0.03% No change 12,149 $439K
Straight Path Wealth Management 0.23% Add +19.7% 12,142 $438K
Pinnacle Financial Partners Inc 0.01% Add +3.2% 12,067 $436K
EP Wealth Advisors, LLC 0.00% Add +25.2% 12,034 $434K
Northeast Investment Management 0.02% No change 11,997 $433K
Asset Allocation & Management Company, LLC 0.29% No change 12,000 $433K
Country Club Bank 0.03% Add +4.0% 11,993 $431K
Allspring Global Investments Holdings, LLC 0.00% Add +34.8% 11,850 $428K
Silverlake Wealth Management LLC 0.18% New 11,837 $427K
Goodman Financial Corp 0.10% No change 11,822 $427K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +68.5% 11,807 $426K
Koshinski Asset Management, Inc. 0.04% Add +11.5% 12,190 $424K
Centaurus Financial, Inc. 0.03% Reduce -0.7% 11,712 $423K
Alera Investment Advisors, LLC 0.05% New 11,665 $421K
Ar Asset Management Inc. 0.10% No change 11,642 $420K
TrueWealth Advisors, LLC 0.15% Add +20.8% 11,603 $419K
Pekin Hardy Strauss, Inc. 0.06% Reduce -4.5% 11,537 $416K
Augustine Asset Management Inc. 0.16% Add +1.2% 11,536 $416K
MQS Management LLC 0.25% New 11,477 $414K
Accel Wealth Management 0.17% Add +6.3% 11,453 $413K
Sage Rhino Capital LLC 0.10% Add +0.2% 11,440 $413K
Wealthspire Advisors, LLC 0.01% Add +9.9% 11,423 $412K
KLCM Advisors, Inc. 0.05% No change 11,379 $411K
Brookstone Capital Management 0.01% Add +9.3% 11,555 $409K
Freestone Capital Holdings, LLC 0.01% Add +8.6% 11,292 $408K
Plancorp, LLC 0.02% Reduce -0.3% 11,259 $406K
Roberts Glore & Co. Inc. 0.12% Reduce -13.2% 11,194 $404K
World Investment Advisors 0.03% New 11,192 $404K
UMB Bank, n.a. 0.01% Reduce -45.8% 11,165 $403K
Rosenberg Matthew Hamilton 0.12% No change 11,060 $403K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Add +7.5% 11,146 $402K
Nicholas Hoffman & Company, LLC. 0.02% Add +0.0% 11,117 $401K
Capital Markets Trading UK LLP 0.29% New 11,098 $401K
Independent Financial Group, LLC 0.02% Add +15.0% 11,065 $399K
Sunbelt Securities, Inc. 0.04% Add +0.2% 11,044 $399K
Keystone Financial Group 0.14% Reduce -3.9% 11,014 $398K
Fulton Bank, N.A. 0.02% Reduce -10.7% 11,007 $397K
Capital Analysts, LLC 0.02% Add +11.8% 10,883 $393K
Foundations Investment Advisors, LLC 0.01% Add +19.0% 10,846 $392K
Accurate Wealth Management, LLC 0.09% Reduce -3.7% 11,172 $391K
Inscription Capital, LLC 0.06% Add +1.6% 10,840 $391K
Schwarz Dygos Wheeler Investment Advisors LLC 0.11% No change 10,817 $390K
Hexagon Capital Partners LLC 0.08% Add +4.1% 10,767 $389K
Hilltop Holdings Inc. 0.05% Reduce -0.9% 10,719 $387K
Tiff Advisory Services, LLC 0.13% Add +92.4% 10,677 $385K
FinTrust Capital Advisors, LLC 0.07% Add +13.4% 10,663 $385K
Winch Advisory Services, LLC 0.11% Add +2.9% 10,644 $384K
Aaron Wealth Advisors LLC 0.05% Add +8.1% 10,592 $382K
BSW Wealth Partners 0.06% Reduce -1.2% 10,562 $381K
Fiduciary Trust Co 0.01% Reduce -3.5% 10,493 $379K
Shayne & Jacobs, LLC 0.10% No change 10,446 $377K
Exencial Wealth Advisors, LLC 0.01% Add +1.4% 10,433 $377K
FSA Advisors, Inc. 0.39% New 10,358 $375K
Perkins Capital Management Inc. 0.35% No change 10,350 $374K
Berger Financial Group, Inc 0.03% Add +64.3% 10,317 $372K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 10,586 $369K
Focus Financial Network, Inc. 0.02% Add +2.1% 10,411 $369K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -1.5% 10,154 $367K
SYSTM Wealth Solutions LLC 0.08% Reduce -62.0% 10,150 $366K
J. Safra Sarasin Holding AG 0.01% — 10,108 $365K
Xcel Wealth Management, LLC 0.12% Reduce -4.7% 10,100 $365K
Sweet Financial Partners, LLC 0.08% Add +0.0% 10,084 $364K
Federation des caisses Desjardins du Quebec 0.00% Reduce -10.6% 10,069 $363K
PICTET BANK & TRUST Ltd 0.37% No change 10,060 $363K
Capital Investment Counsel, Inc 0.05% Reduce -2.4% 10,055 $363K
Fairview Capital Investment Management, LLC 0.02% Reduce -58.7% 10,055 $363K
U S Global Investors Inc. 0.03% New 10,000 $361K
Eastern Bank 0.01% No change 10,000 $361K
Crewe Advisors LLC 0.04% Add +0.2% 9,947 $359K
Jacobi Capital Management LLC 0.03% Reduce -10.0% 9,933 $359K
Confluence Wealth Services, Inc. 0.03% Reduce -5.1% 9,930 $358K
Peirce Capital Management, LLC 0.19% New 9,929 $358K
Silvercrest Asset Management Group LLC 0.00% No change 9,885 $357K
Arbor Capital Management Inc. 0.32% No change 9,721 $354K
Winslow Asset Management Inc. 0.07% No change 9,762 $352K
Formidable Asset Management, LLC 0.06% Add +2.8% 9,720 $351K
Readystate Asset Management LP 0.03% New 9,687 $350K
Atlas Capital Advisors Inc. 0.05% Reduce -5.9% 9,676 $349K
Horizon Kinetics Asset Management LLC 0.01% Add +1.5% 9,666 $349K
Axxcess Wealth Management, LLC 0.01% Add +10.3% 9,630 $348K
Brown Brothers Harriman & Co. 0.00% Add +37.9% 9,609 $347K
Ieq Capital, LLC 0.00% Add +10.3% 9,579 $346K
Lake Street Advisors Group, LLC 0.02% Add +2.2% 9,520 $344K
Almanack Investment Partners, LLC. 0.06% Add +1.1% 9,499 $343K
Moloney Securities Asset Management, LLC 0.05% Reduce -4.8% 9,460 $342K
Titleist Asset Management, LLC 0.05% New 9,445 $341K
Bridge Creek Capital Management LLC 0.11% Add +13.2% 9,425 $340K
Keb Asset Management, LLC 0.11% Add +1.0% 9,378 $339K
Advisors Management Group Inc. 0.08% Add +0.2% 9,359 $338K
AQR Capital Management 0.00% Reduce -59.4% 9,351 $338K
Flputnam Investment Management Co. 0.01% Reduce -5.1% 9,344 $337K
Great Lakes Advisors, LLC 0.00% New 9,342 $337K
Wunderlich Capital Managemnt 0.15% Reduce -5.4% 9,338 $337K
180 Wealth Advisors, LLC 0.06% Add +2.9% 9,614 $337K
Geneos Wealth Management Inc. 0.01% Add +7.6% 9,310 $336K
NBT Bank, N.A. 0.02% No change 9,244 $334K
Vima LLC 0.73% Add +7.8% 9,106 $329K
Alps Advisors Inc. 0.00% Reduce -16.3% 9,093 $328K
Rehmann Capital Advisory Group 0.02% Add +9.6% 9,016 $325K
Hollencrest Capital Management 0.01% No change 9,000 $325K
Private Trust Co. NA 0.03% Reduce -11.9% 8,972 $324K
ProVise Management Group, LLC 0.03% Reduce -9.4% 8,940 $323K
Ascentis Independent Advisors 0.07% — 8,931 $322K
Goelzer Investment Management, Inc. 0.02% No change 8,909 $322K
Midland Wealth Advisors, LLC 0.02% New 8,903 $321K
Clarus Group, Inc. 0.14% Reduce -1.9% 8,866 $320K
Lido Advisors, LLC 0.00% New 8,812 $318K
Glass Jacobson Investment Advisors llc 0.12% Reduce -2.2% 8,805 $318K
Essex Bank 0.08% Reduce -8.4% 8,731 $315K
Financial Strategies Group, Inc. 0.08% No change 9,000 $313K
Phillips Wealth Planners LLC 0.33% Add +0.4% 8,972 $313K
DF Dent & Co. Inc. 0.00% Add +3.1% 8,650 $312K
Perigon Wealth Management, LLC 0.01% Reduce -1.5% 8,644 $312K
Wealthcare Advisory Partners LLC 0.01% Add +5.8% 8,643 $312K
Bridges Investment Management Inc. 0.00% Add +20.2% 8,638 $312K
Rathbones Group PLC 0.00% Add +3.6% 8,637 $311K
Eagle Rock Investment Company, LLC 0.06% No change 8,623 $311K
Goldstone Financial Group, LLC 0.06% New 8,611 $311K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -1.3% 8,551 $309K
WealthTrust Axiom LLC 0.10% Add +0.1% 8,536 $308K
Successful Portfolios LLC 0.21% Add +0.3% 8,469 $306K
Orange Investment Advisors, Inc. 0.04% No change 8,609 $305K
Spire Wealth Management 0.01% Reduce -24.9% 8,427 $304K
AlTi Global, Inc. 0.01% Add +0.6% 8,426 $304K
American Trust Investment Advisors, LLC 0.15% No change 8,400 $303K
Sivia Capital Partners, LLC 0.20% Reduce -2.8% 8,384 $303K
Oxford Financial Group, LTD. LLC 0.02% Add +0.1% 8,360 $302K
Sigma Investment Counselors Inc. 0.02% No change 8,334 $301K
Atlantic Union Bankshares Corp 0.02% Reduce -0.7% 8,330 $301K
Eagle Asset Management Inc. 0.00% Add +1.1% 8,243 $300K
United Community Bank 0.12% New 8,282 $299K
Woodstock Corp. 0.03% No change 8,274 $299K
Lodestar Private Asset Management LLC 0.04% No change 8,271 $299K
Graypoint LLC 0.02% Add +11.7% 8,261 $298K
Caldwell Trust Co 0.03% Add +12.8% 8,251 $298K
Alpha Cubed Investments, LLC 0.01% Add +2.1% 8,216 $297K
PDS Planning, Inc 0.03% Reduce -0.5% 8,199 $296K
Chapin Davis, Inc. 0.10% Reduce -9.7% 8,190 $296K
Patton Albertson Miller Group, LLC 0.04% New 8,174 $295K
Keebeck Wealth Management 0.04% Reduce -24.5% 8,157 $294K
NFSG Corp 0.11% Reduce -19.7% 8,156 $294K
Calydon Capital 0.05% No change 8,142 $294K
WESPAC Advisors SoCal, LLC 0.07% No change 8,086 $292K
Eight 31 Financial, LLC 0.22% Reduce -8.0% 8,060 $291K
Moneta Group Investment Advisors LLC 0.00% Add +0.4% 8,042 $290K
Empire Financial Management Company, LLC 0.10% No change 8,037 $290K
Delta Financial Group, Inc. 0.12% Reduce -1.2% 8,024 $290K
Robertson Stephens Wealth Management, LLC 0.02% Add +3.3% 8,016 $289K
Kingswood Wealth Advisors, LLC 0.03% Add +5.4% 8,001 $289K
Hendershot Investments Inc. 0.04% Reduce -9.1% 7,988 $288K
Qube Research & Technologies Ltd 0.00% Reduce -99.6% 7,961 $287K
Modera Wealth Management, LLC 0.00% Reduce -2.8% 7,944 $287K
UNIVEST FINANCIAL Corp 0.08% No change 7,938 $287K
D'Orazio & Associates, Inc. 0.04% Add +0.1% 7,908 $285K
Grey Ledge Advisors, LLC 0.08% Add +0.1% 7,814 $282K
Palogic Value Management, L.P. 0.12% No change 7,779 $281K
Cape Investment Advisory, Inc. 0.13% Add +4.9% 7,757 $280K
Wealth Dimensions Group, Ltd. 0.08% Add +0.0% 7,704 $278K
Stratos Wealth Advisors, LLC 0.01% Add +15.5% 7,641 $276K
CRA Financial Services, LLC 0.06% Reduce -5.3% 7,584 $274K
Peoples Bank 0.14% No change 7,567 $273K
OneAscent Financial Services LLC 0.04% Reduce -3.4% 7,566 $273K
Powers Advisory Group, LLC 0.15% Add +0.7% 7,543 $272K
Redwood Wealth Management Group, LLC 0.20% Add +0.3% 7,476 $270K
FAS Wealth Partners, Inc. 0.02% Add +1.0% 7,429 $268K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.6% 7,420 $268K
Berkshire Asset Management LLC 0.01% Reduce -0.5% 7,405 $267K
Westover Capital Advisors, LLC 0.07% New 7,400 $267K
Shelton Capital Management 0.01% Reduce -4.0% 7,393 $267K
Optimum Investment Advisors 0.12% Add +0.1% 7,383 $267K
WealthPlan Investment Management, LLC 0.04% Add +0.7% 7,372 $266K
First Citizens Bank & Trust Co. 0.01% Reduce -4.1% 7,358 $266K
Waters Parkerson & Co., LLC 0.01% New 7,309 $264K
Avantax Planning Partners, Inc. 0.01% Reduce -3.8% 7,307 $264K
Bar Harbor Wealth Management 0.02% No change 7,303 $264K
Diversify Advisory Services, LLC 0.01% New 7,546 $263K
Wilmington Savings Fund Society, FSB 0.01% Add +10.1% 7,262 $262K
Edgestream Partners, L.P. 0.01% Reduce -60.1% 7,240 $261K
Keystone Wealth Services, LLC 0.08% No change 7,227 $261K
Financial Advocates Investment Management 0.02% Add +5.9% 7,225 $261K
Mitchell McLeod Pugh & Williams Inc. 0.06% Add +3.7% 7,219 $261K
Liberty Wealth Management LLC 0.05% Add +0.0% 7,196 $260K
Estabrook Capital Management 0.04% No change 7,202 $260K
Encompass Wealth Advisors, LLC 0.07% Add +0.2% 7,185 $259K
LongView Wealth Management 0.10% Reduce -4.5% 7,167 $259K
RFG Advisory, LLC 0.01% Reduce -0.6% 7,166 $259K
Tradition Wealth Management, LLC 0.02% Add +0.7% 7,092 $256K
Toronto Dominion Bank 0.00% Reduce -20.4% 7,077 $255K
Cadence Bank 0.02% No change 7,076 $255K
Wealth Alliance, LLC 0.03% Reduce -0.6% 7,075 $255K
Mid-American Wealth Advisory Group, Inc. 0.16% No change 7,050 $255K
United Asset Strategies, Inc. 0.03% Reduce -1.4% 7,050 $255K
Visionary Wealth Advisors 0.02% Reduce -5.6% 7,013 $253K
Sterling Investment Advisors, Ltd. 0.07% No change 7,000 $253K
LCNB Corp. 0.09% Reduce -15.7% 6,957 $251K
North Point Portfolio Managers Corp. 0.04% No change 6,957 $251K
Naples Money Management LLC 0.21% Add +1.1% 6,879 $251K
TruWealth Advisors, LLC 0.02% No change 6,936 $250K
SG Americas Securities, LLC 0.00% Reduce -75.2% 6,918 $250K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% No change 6,884 $249K
PSI Advisors, LLC 0.08% Add +1.5% 6,883 $248K
Main Street Financial Solutions, LLC 0.02% Reduce -3.0% 6,873 $248K
Realta Investment Advisors 0.05% Reduce -4.3% 6,865 $248K
Capital Group Private Client Services, Inc. 0.00% New 6,861 $248K
Wedmont Private Capital 0.02% Add +6.0% 6,996 $246K
Teamwork Financial Advisors, LLC 0.04% New 6,815 $246K
Wagner Wealth Management, LLC 0.07% Reduce -39.2% 6,809 $246K
Ingalls & Snyder LLC 0.01% Reduce -6.0% 6,776 $245K
StoneX Group Inc. 0.02% Add +27.0% 6,747 $244K
Traveka Wealth, LLC 0.12% Add +1.4% 6,725 $243K
NTV Asset Management LLC 0.03% Add +12.2% 6,681 $241K
Insight Wealth Partners, LLC 0.16% Add +8.1% 6,656 $240K
IFG Advisors, LLC 0.06% No change 6,648 $240K
Janiczek Wealth Management, LLC 0.05% No change 6,638 $240K
City Holding Co. 0.04% Reduce -9.6% 6,566 $237K
Cohen Capital Management, Inc. 0.04% No change 6,562 $237K
WealthShield Partners, LLC 0.04% No change 6,542 $236K
Gardner Russo & Quinn 0.00% Add +0.8% 6,542 $236K
Traphagen Investment Advisors LLC 0.03% Reduce -1.0% 6,527 $236K
Duncker Streett & Co. Inc. 0.04% No change 6,480 $234K
DORCHESTER WEALTH MANAGEMENT Co 0.05% Reduce -23.8% 6,475 $234K
Means Investment Co., Inc. 0.03% Add +0.8% 6,475 $234K
Rothschild Wealth LLC 0.08% Reduce -30.5% 6,457 $233K
Compass Ion Advisors, LLC 0.03% No change 6,165 $232K
Obermeyer Wealth Partners 0.01% Add +17.1% 6,433 $232K
PGIM Custom Harvest LLC 0.01% No change 6,410 $231K
DiNuzzo Private Wealth, Inc. 0.03% No change 6,405 $231K
Philip James Wealth Mangement, LLC 0.15% Add +2.2% 6,398 $231K
Madison Park Capital Advisors, LLC 0.19% No change 6,385 $230K
Fayez Sarofim & Co 0.00% Reduce -13.7% 6,384 $230K
Greenfield Savings Bank 0.12% Reduce -1.1% 6,353 $229K
Regal Investment Advisors LLC 0.02% Add +0.0% 6,351 $229K
Soltis Investment Advisors LLC 0.02% Reduce -1.0% 6,346 $229K
Tradewinds, LLC. 0.07% New 6,342 $229K
Eagle Global Advisors LLC 0.01% No change 6,341 $229K
Virtue Capital Management, LLC 0.04% Reduce -1.5% 6,558 $229K
Evolution Wealth Advisors, LLC 0.04% No change 6,348 $228K
Epoch Investment Partners, Inc. 0.00% Add +10.7% 6,322 $228K
Ceeto Capital Group, LLC 0.09% No change 6,280 $227K
Aspen Grove Capital, LLC 0.05% Reduce -6.1% 6,277 $227K
Hurlow Wealth Management Group, Inc. 0.08% Add +10.8% 6,264 $226K
Vista Investment Partners LLC 0.08% No change 6,261 $226K
Addison Capital Co 0.10% New 6,160 $222K
PFG Advisors 0.01% Add +9.6% 6,152 $222K
Americana Partners, LLC 0.02% Reduce -15.0% 6,151 $222K
FSM Wealth Advisors, LLC 0.07% New 6,134 $221K
Advisory Alpha, LLC 0.01% Reduce -2.6% 6,122 $221K
Retirement Planning Co of New England, Inc. 0.12% No change 6,121 $221K
Marks Group Wealth Management, Inc 0.02% Reduce -0.9% 6,115 $221K
Optivise Advisory Services LLC 0.12% — 6,108 $220K
GAMCO Investors 0.00% Add +10.4% 6,104 $220K
Noesis Capital Mangement Corp. 0.05% No change 6,103 $220K
Altfest L J & Co. Inc. 0.03% Reduce -0.5% 6,053 $219K
Empower Advisory Group, LLC 0.00% Reduce -27.3% 6,061 $219K
Emprise Bank 0.13% No change 6,052 $218K
Lauer Wealth, LLC 0.17% New 6,186 $217K
Canandaigua National Bank & Trust Co. 0.02% No change 5,981 $216K
Valtinson Bruner Financial Planning LLC 0.09% No change 5,965 $215K
Eads & Heald Wealth Management 0.10% Add +1.8% 5,958 $215K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -0.1% 5,952 $215K
Bruce G. Allen Investments, LLC 0.18% Reduce -0.1% 5,945 $215K
Arkfeld Wealth Strategies, L.L.C. 0.11% Add +1.2% 5,864 $214K
First Bancorp, Inc 0.16% Add +4.6% 5,923 $214K
Insight 2811, Inc. 0.11% No change 5,900 $213K
Capstone Investment Advisors, LLC 0.01% New 5,900 $213K
SPC Financial, Inc. 0.02% New 5,899 $213K
Drive Wealth Management, LLC 0.06% Add +3.1% 5,884 $212K
Moss Adams Wealth Advisors LLC 0.03% No change 5,878 $212K
Wellington Shields Capital Management, LLC 0.04% No change 5,850 $211K
First Horizon Advisors, Inc. 0.01% Add +0.0% 5,844 $211K
Mayflower Financial Advisors, LLC 0.03% Add +6.1% 5,839 $211K
Gratus Wealth Advisors, LLC 0.04% No change 5,941 $210K
Pin Oak Investment Advisors Inc. 0.20% Reduce -14.7% 5,807 $210K
Uptick Partners, LLC 0.16% No change 5,561 $210K
Cullen Investment Group, LTD. 0.03% Add +1.0% 5,779 $209K
Sage Mountain Advisors LLC 0.02% New 5,757 $208K
Strategic Global Advisors, LLC 0.04% Reduce -88.3% 3,087 $207K
Farther Finance Advisors, LLC 0.01% Add +20.9% 5,671 $207K
Lindbrook Capital, LLC 0.02% Reduce -2.6% 5,720 $206K
Avestar Capital, LLC 0.02% New 5,705 $206K
Marshall Wace, LLP 0.00% Reduce -96.8% 5,700 $206K
Hancock Whitney Corp. 0.01% Reduce -6.1% 5,694 $206K
Avaii Wealth Management, LLC 0.11% Reduce -6.8% 5,606 $202K
Vanguard Capital Wealth Advisors 0.14% Reduce -21.3% 5,605 $202K
Bath Savings Trust Co 0.02% No change 5,592 $202K
Cape Cod Five Cents Savings Bank 0.02% Reduce -1.8% 5,592 $202K
Cromwell Holdings LLC 0.12% — 5,588 $202K
CMG Global Holdings, LLC 0.13% No change 5,570 $201K
Strategic Wealth Investment Group, LLC 0.03% — 5,519 $201K
Rockland Trust Co. 0.01% New 5,568 $201K
Acorn Creek Capital LLC 0.12% Reduce -2.6% 5,558 $201K
Gilman Hill Asset Management, LLC 0.04% New 5,558 $201K
TCTC Holdings, LLC 0.01% No change 5,500 $199K
MCF Advisors LLC 0.01% Add +111.1% 5,412 $195K
Annis Gardner Whiting Capital Advisors, LLC 0.06% No change 5,376 $194K
Peoples Financial Services Corp. 0.09% Reduce -0.1% 5,349 $193K
Baldwin Wealth Partners LLC 0.01% No change 5,275 $190K
Bogart Wealth, LLC 0.01% Reduce -7.0% 5,158 $186K
Asset Dedication, LLC 0.01% Add +27.2% 5,152 $186K
Financial Gravity Asset Management, Inc. 0.04% Reduce -1.0% 4,937 $178K
Hills Bank & Trust Co 0.01% No change 4,935 $178K
Grove Bank & Trust 0.03% Reduce -27.2% 4,666 $168K
Addison Advisors LLC 0.05% Add +16.1% 4,644 $168K
City State Bank 0.07% Reduce -1.1% 4,629 $167K
Edmond DE Rothschild Holding S.A. 0.00% No change 4,600 $166K
Armstrong Advisory Group, Inc. 0.01% Reduce -0.1% 4,575 $165K
Ancora Advisors LLC 0.00% Add +0.9% 4,443 $160K
Cullen/Frost Bankers, Inc. 0.00% Reduce -8.6% 4,417 $159K
Montag A & Associates Inc. 0.01% No change 4,227 $153K
St Germain D J Co. Inc. 0.01% Reduce -1.4% 4,172 $151K
Eagle Bay Advisors LLC 0.09% Add +26.4% 4,140 $149K
Resources Management Corp. /CT/ 0.02% No change 4,140 $149K
Silver Oak Securities, Incorporated 0.02% Reduce -7.7% 4,035 $146K
Tyler-Stone Wealth Management 0.06% Reduce -5.6% 4,028 $145K
Dakota Community Bank & Trust NA 0.78% No change 4,020 $145K
Oakworth Capital, Inc. 0.01% Reduce -19.1% 4,020 $145K
AlphaMark Advisors, LLC 0.05% Add +29.2% 3,985 $144K
BOK Financial Private Wealth, Inc. 0.01% Add +35.2% 3,946 $142K
Ransom Advisory, Ltd 0.07% Reduce -7.1% 3,922 $142K
Continuum Advisory, LLC 0.02% Reduce -2.1% 3,786 $137K
Laurel Wealth Advisors LLC 0.02% Add +15.2% 3,664 $132K
Smartleaf Asset Management LLC 0.02% Add +22.4% 3,665 $132K
Colonial Trust Co / SC 0.02% Add +388.8% 3,593 $130K
First PREMIER Bank 0.03% No change 3,566 $129K
Signature Resources Capital Management, LLC 0.11% Reduce -37.1% 3,522 $127K
Tsfg, LLC 0.03% Add +0.8% 3,478 $126K
Barometer Capital Management Inc. 0.05% Reduce -61.0% 3,450 $125K
Paradigm Asset Management Co. LLC 0.03% No change 3,400 $123K
Acropolis Investment Management, LLC 0.01% New 3,268 $118K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -27.3% 3,224 $116K
Cultivar Capital, Inc. 0.09% New 3,128 $113K
RE Dickinson Investment Advisors, LLC 0.07% No change 3,104 $112K
GAMMA Investing LLC 0.02% Add +12.4% 3,097 $112K
Avion Wealth 0.03% Add +0.2% 3,091 $111K
Key Financial Inc 0.03% Add +6.3% 3,029 $109K
Sound Income Strategies, LLC 0.01% Reduce -49.3% 3,021 $109K
Union Investments & Development Ltd. 0.68% Reduce -50.0% 3,000 $108K
Princeton Global Asset Management LLC 0.02% No change 3,000 $108K
Blue Chip Partners, LLC 0.01% Add +0.7% 2,928 $106K
Delta Asset Management LLC 0.01% Reduce -1.7% 2,911 $105K
Sittner & Nelson, LLC 0.05% No change 2,881 $104K
Trust Co. of Vermont 0.01% Add +34.5% 2,839 $102K
Salomon & Ludwin, LLC 0.01% No change 2,760 $100K
Wetzel Investment Advisors, Inc. 0.06% Add +12.2% 2,619 $99K
Natixis 0.00% Reduce -34.0% 2,712 $98K
Steph & Co. 0.03% No change 2,692 $97K
Kessler Investment Group, LLC 0.05% No change 2,682 $97K
Center for Financial Planning, Inc. 0.01% No change 2,654 $96K
Strengthening Families & Communities, LLC 0.03% Add +0.5% 2,620 $95K
Vestor Capital, LLC 0.01% No change 2,573 $93K
Silicon Valley Capital Partners 0.01% Add +1.2% 2,553 $92K
Heritage Wealth Advisors 0.00% Reduce -3.3% 2,548 $92K
Tradewinds Capital Management, LLC 0.03% Add +20.7% 2,472 $89K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -5.2% 2,466 $89K
Creekmur Asset Management LLC 0.02% Reduce -12.1% 2,391 $86K
Creative Financial Designs Inc. 0.01% Reduce -15.1% 2,390 $86K
Gradient Investments LLC 0.00% Add +4.3% 2,352 $85K
Atwood & Palmer Inc. 0.01% No change 2,350 $85K
JFS Wealth Advisors, LLC 0.01% Reduce -8.1% 2,327 $84K
McIlrath & Eck, LLC 0.01% Add +15.0% 2,198 $79K
Toth Financial Advisory Corp. 0.01% No change 2,182 $79K
WFA Asset Management Corp 0.04% Add +1.2% 2,171 $78K
Adirondack Trust Co. 0.03% Reduce -5.1% 2,160 $78K
Abich Financial Wealth Management LLC 0.05% Add +162.3% 2,156 $78K
Arrow Financial Corp 0.01% No change 2,122 $77K
Strategic Financial Concepts, LLC 0.04% New 39,797 $76K
Frazier Financial Advisors, LLC 0.06% Add +45.3% 2,087 $75K
Smithfield Trust Co 0.00% No change 2,103 $75K
Covestor Ltd 0.05% Reduce -1.7% 2,053 $74K
Indiana Trust & Investment Management Co 0.03% Add +29.1% 2,034 $73K
Beaird Harris Wealth Management, LLC 0.01% Add +14.1% 2,026 $73K
Hartford Financial Management Inc. 0.02% Reduce -9.1% 2,000 $72K
JTC Employer Solutions Trustee Ltd 0.00% No change 1,974 $71K
Anchor Investment Management, LLC 0.01% Add +0.1% 1,966 $71K
Twin Lakes Capital Management, LLC 0.05% Add +1.1% 1,930 $70K
ORG Partners LLC 0.01% Reduce -36.6% 1,912 $70K
Strategic Investment Solutions, Inc. 0.02% — 2,077 $67K
DT Investment Partners, LLC 0.01% No change 1,829 $66K
Perritt Capital Management Inc 0.04% No change 1,818 $66K
Westside Investment Management, Inc. 0.01% No change 1,811 $65K
Monetary Management Group Inc. 0.02% No change 1,750 $63K
Christopher J. Hasenberg, Inc 0.03% No change 1,726 $62K
Brown, Lisle/Cummings, Inc. 0.02% Add +1.1% 1,720 $62K
Harbor Investment Advisory, LLC 0.01% Reduce -0.9% 1,702 $61K
WR Wealth Planners, LLC 0.02% Add +0.1% 1,663 $60K
Barrett & Company, Inc. 0.03% Add +0.1% 1,598 $58K
Triad Wealth Partners, LLC 0.03% New 1,564 $56K
Valley National Advisers Inc. 0.01% No change 1,573 $56K
Central Bank & Trust Co. 0.01% No change 1,543 $56K
Compass Wealth Management LLC 0.01% No change 1,534 $55K
Coston, McIsaac & Partners 0.02% No change 1,541 $55K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.7% 1,517 $55K
Basso Capital Management, L.P. 0.05% No change 1,500 $54K
Colonial Trust Advisors 0.01% Reduce -19.4% 1,500 $54K
Beacon Capital Management, LLC 0.01% Add +4.6% 1,488 $54K
Tompkins Financial Corp. 0.01% No change 1,488 $54K
First Command Advisory Services, Inc. 0.00% No change 1,477 $53K
Arax Advisory Partners 0.01% Add +18.6% 1,454 $52K
Gen-Wealth Partners Inc 0.03% No change 1,440 $52K
Nisa Investment Advisors, LLC 0.00% New 1,400 $51K
Pingora Partners LLC 0.04% No change 1,391 $50K
Hazlett, Burt & Watson, Inc. 0.03% Add +0.1% 1,359 $49K
TD Waterhouse Canada Inc. 0.00% Reduce -39.0% 1,341 $49K
Institutional & Family Asset Management, LLC 0.01% No change 1,355 $49K
Slocum, Gordon & Co LLP 0.04% Add +34.0% 1,340 $48K
RFP Financial Group LLC 0.02% Reduce -15.4% 1,308 $47K
Sawyer & Company, Inc 0.02% No change 1,314 $47K
Independence Bank of Kentucky 0.01% Add +85.7% 1,300 $47K
JCIC Asset Management Inc. 0.02% Reduce -8.6% 1,280 $46K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,277 $46K
Kelly Lawrence W & Associates Inc. 0.01% No change 1,231 $44K
Sandy Spring Bank 0.00% No change 1,227 $44K
Rise Advisors, LLC 0.02% Reduce -25.1% 1,216 $44K
Old Second National Bank of Aurora 0.01% No change 1,165 $42K
Bangor Savings Bank 0.00% No change 1,151 $42K
GPS Wealth Strategies Group, LLC 0.01% Add +23.4% 1,148 $41K
Koesten, Hirschmann & Crabtree, INC. 0.03% No change 1,095 $41K
Concord Wealth Partners 0.01% Add +0.6% 1,137 $41K
Guardian Wealth Management, Inc. 0.03% Add +0.1% 1,130 $41K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,120 $40K
Carolinas Wealth Consulting LLC 0.01% Add +2.1% 1,095 $40K
Quent Capital, LLC 0.00% New 1,058 $38K
Chilton Capital Management LLC 0.00% Reduce -22.2% 1,025 $37K
Briaud Financial Planning Inc 0.02% No change 1,040 $37K
Salem Investment Counselors Inc. 0.00% No change 1,020 $37K
Godsey & Gibb, Inc. 0.00% Add +25000.0% 1,004 $36K
Chelsea Counsel Co. 0.02% No change 1,000 $36K
Creative Capital Management Investments LLC 0.02% New 1,000 $36K
Benjamin Edwards Inc. 0.01% Add +18.4% 1,011 $36K
CNB Bank 0.02% Reduce -40.3% 970 $35K
PEAK6 Investments LLC 0.00% New 968 $35K
GHP Investment Advisors, Inc. 0.00% No change 937 $34K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 914 $33K
West Branch Capital LLC 0.01% No change 901 $33K
Farmers & Merchants Investments Inc. 0.00% No change 889 $32K
Carmichael Hill & Associates, Inc. 0.01% No change 882 $32K
New England Capital Financial Advisors LLC 0.02% No change 873 $32K
SRH Advisors, LLC 0.01% No change 865 $31K
Caldwell Sutter Capital, Inc. 0.02% Reduce -36.7% 861 $31K
Global Financial Private Client, LLC 0.01% No change 852 $31K
LRI Investments, LLC 0.00% No change 834 $30K
PFS Partners, LLC 0.02% Reduce -3.1% 830 $30K
Ruedi Wealth Management, Inc. 0.01% Reduce -0.1% 823 $30K
WASHINGTON TRUST Co 0.00% Add +274.0% 819 $30K
New Millennium Group LLC 0.02% New 776 $28K
Centerpoint Advisors, LLC 0.01% No change 788 $28K
SOA Wealth Advisors, LLC. 0.01% No change 765 $28K
Miller Wealth Advisors, LLC 0.01% Add +0.9% 753 $27K
Community Bank, N.A. 0.00% No change 738 $27K
TD Capital Management LLC 0.00% No change 720 $26K
WealthCollab, LLC 0.02% No change 716 $26K
Stephens Consulting, LLC 0.01% No change 685 $25K
Planning Capital Management Corp 0.02% No change 682 $25K
Financial Perspectives, Inc 0.01% No change 680 $25K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -51.9% 650 $23K
Financial Management Professionals, Inc. 0.00% Reduce -13.9% 629 $23K
Coppell Advisory Solutions LLC 0.00% — 634 $23K
WFA of San Diego, LLC 0.02% — 613 $22K
First United Bank & Trust 0.01% No change 600 $22K
Arlington Trust Co LLC 0.01% No change 594 $21K
Ulland Investment Advisors, LLC 0.02% No change 575 $21K
Operose Advisors LLC 0.01% No change 567 $20K
Kozak & Associates, Inc. 0.01% Reduce -10.9% 549 $20K
GoalVest Advisory LLC 0.01% Reduce -64.5% 545 $20K
ICA Group Wealth Management, LLC 0.01% Reduce -84.6% 545 $20K
Hanson & Doremus Investment Management 0.00% No change 528 $19K
Federated Hermes, Inc. 0.00% Add +6.7% 508 $18K
Kelly Financial Services LLC 0.01% Add +0.8% 504 $18K
Spotlight Asset Group, Inc. 0.01% No change 500 $18K
Lowe Wealth Advisors, LLC 0.01% No change 500 $18K
DHJJ Financial Advisors, Ltd. 0.01% No change 483 $17K
EnRich Financial Partners LLC 0.01% No change 475 $17K
Pinnacle Bancorp, Inc. 0.00% No change 461 $17K
CKW Financial Group 0.00% Add +0.2% 429 $16K
Motco 0.00% No change 440 $16K
Family Firm, Inc. 0.00% New 437 $16K
Birchbrook, Inc. 0.01% No change 428 $15K
Bank & Trust Co 0.01% — 420 $15K
Glen Eagle Advisors, LLC 0.00% Reduce -42.5% 416 $15K
William B. Walkup & Associates, Inc. 0.01% — 407 $15K
Clear Point Advisors Inc. 0.01% No change 400 $14K
Mb, Levis & Associates, LLC 0.01% No change 400 $14K
Spectrum Wealth Counsel, LLC 0.00% No change 400 $14K
Y.D. More Investments Ltd 0.00% Add +34.1% 393 $14K
Opal Wealth Advisors, LLC 0.00% New 390 $14K
Mendota Financial Group, LLC 0.01% Add +4.3% 361 $13K
GW&K Investment Management, LLC 0.00% Reduce -7.5% 372 $13K
Iron Horse Wealth Management, LLC 0.00% No change 343 $12K
Pacifica Partners Inc. 0.01% Reduce -54.8% 330 $12K
Financial Network Wealth Advisors LLC 0.01% New 336 $12K
Tidemark, LLC 0.01% Add +1.2% 332 $12K
Plante Moran Financial Advisors, LLC 0.00% No change 328 $12K
West Paces Advisors Inc. 0.00% New 325 $12K
Founders Capital Management 0.01% No change 323 $12K
REAP Financial Group, LLC 0.00% Reduce -38.0% 320 $12K
Albion Financial Group 0.00% No change 316 $11K
Front Row Advisors LLC 0.00% Reduce -33.4% 315 $11K
Nemes Rush Group LLC 0.00% Reduce -80.0% 313 $11K
Parkside Financial Bank & Trust 0.00% Reduce -58.9% 312 $11K
Provenance Wealth Advisors, LLC 0.00% No change 310 $11K
HHM Wealth Advisors, LLC 0.00% Reduce -61.8% 306 $11K
Hobbs Group Advisors, LLC 0.00% — 300 $11K
Balefire, LLC 0.00% No change 300 $11K
CGC Financial Services, LLC 0.00% No change 296 $11K
Citizens National Bank Trust Department 0.00% No change 295 $11K
Chris Bulman Inc 0.01% — 279 $10K
MidAtlantic Capital Management, Inc. 0.01% No change 272 $10K
Valued Wealth Advisors LLC 0.01% No change 265 $10K
Park Place Capital Corp 0.00% No change 258 $9K
Lynx Investment Advisory 0.01% — 254 $9K
Clean Yield Group 0.00% No change 250 $9K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -41.0% 250 $9K
Redmont Wealth Advisors LLC 0.01% No change 245 $9K
POM Investment Strategies, LLC 0.01% New 238 $9K
Gold Investment Management Ltd. 0.00% Add +0.9% 228 $8K
Prestige Wealth Management Group LLC 0.00% No change 226 $8K
Main Street Group, LTD 0.00% Reduce -75.7% 202 $7K
Cassady Schiller Wealth Management, LLC 0.00% Reduce -7.4% 200 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 200 $7K
M&R Capital Management Inc. 0.00% No change 200 $7K
1832 Asset Management L.P. 0.00% Reduce -82.0% 200 $7K
Scarborough Advisors, LLC 0.00% No change 192 $7K
True Wealth Design, LLC 0.00% Add +27.4% 186 $7K
Webster Bank, N. A. 0.00% No change 180 $6K
Ameritas Investment Partners, Inc. 0.00% Add +1.2% 164 $6K
AllSquare Wealth Management LLC 0.00% No change 164 $6K
Unique Wealth Strategies, LLC 0.00% New 155 $6K
Davis Capital Management 0.00% No change 150 $5K
MeadowBrook Investment Advisors LLC 0.01% Reduce -88.4% 150 $5K
Bellevue Asset Management, LLC 0.00% No change 150 $5K
Your Advocates Ltd., LLP 0.00% No change 150 $5K
MV Capital Management, Inc. 0.00% No change 146 $5K
Pineridge Advisors LLC 0.00% No change 139 $5K
Richardson Financial Services Inc. 0.00% Add +31.0% 131 $5K
Oliver Lagore Vanvalin Investment Group 0.00% No change 128 $5K
Laffer Tengler Investments, Inc. 0.00% Add +24.5% 117 $4K
Cypress Capital, LLC 0.00% New 107 $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% No change 100 $4K
Towne Trust Company, N.A 0.00% Reduce -96.6% 100 $4K
Mfa Wealth Advisors, LLC 0.00% New 100 $4K
Great Lakes Retirement, Inc. 0.00% New 100 $4K
Bear Mountain Capital, Inc. 0.00% No change 100 $4K
Voisard Asset Management Group, Inc. 0.00% New 97 $4K
Sachetta, LLC 0.00% No change 100 $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 +1.3% 79 $3K
Highline Wealth Partners LLC 0.00% New 77 $3K
Wiser Advisor Group LLC 0.00% Add +1.4% 75 $3K
JNBA Financial Advisors 0.00% No change 61 $2K
CVA Family Office, LLC 0.00% Reduce -88.5% 57 $2K
TFC Financial Management, Inc. 0.00% No change 57 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 55 $2K
Western Pacific Wealth Management, LP 0.00% No change 50 $2K
Pacific Center for Financial Services 0.00% No change 50 $2K
Financial Freedom, LLC 0.00% Add +2.0% 50 $2K
Ridgewood Investments LLC 0.00% Reduce -99.4% 45 $2K
SWAN Capital LLC 0.00% New 43 $2K
IAG Wealth Partners, LLC 0.00% No change 40 $1K
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
Alaska Permanent Fund Corp 0.00% New 33 $1K
Bell Investment Advisors, Inc 0.00% New 26 $939
Transcendent Capital Group LLC 0.00% No change 21 $758
NewSquare Capital LLC 0.00% New 19 $686
Cornerstone Planning Group LLC 0.00% Reduce -68.8% 20 $660
Rakuten Securities, Inc. 0.00% Reduce -90.6% 13 $469
Sugarloaf Wealth Management, LLC 0.00% No change 12 $433
Versant Capital Management, Inc 0.00% Reduce -99.4% 6 $228
Abound Wealth Management 0.00% Reduce -88.2% 6 $217
Vermillion & White Wealth Management Group, LLC 0.00% New 5 $181

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