BP PLC-Spons ADRBP

13F holders, Q3 2024 (September 30)
1,093holders −82
74new positions
152sold out
9famous investors
$31.27avg. 13F price*

At the end of Q3 2024, 1,093 institutions reported holding BP PLC-Spons ADR (BP) in their 13F filings, down 82 from Q2 2024. 74 opened new positions and 152 sold out. The largest holders were Fisher Asset Management ($719.5M), State Street Corp. ($659.8M) and Morgan Stanley ($542.4M). 9 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Ray Dalio (0.2% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions74$158.2M
Exits152$227.3M

All 13F filers, Q2 2024 → Q3 2024: 38,647,237 shares bought and 49,129,936 shares sold, net −10,482,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,093 holders

Fisher Asset Management 0.29% Add +5.1% 22,919,822 $719.5M
State Street Corp. 0.03% Reduce -1.4% 21,019,606 $659.8M
Morgan Stanley 0.04% Add +13.8% 17,278,185 $542.4M
Norges Bank 0.07% Add +59.7% 15,509,207 $486.8M
Dimensional Fund Advisors LP 0.10% Add +5.1% 13,485,086 $423.3M
BlackRock, Inc. 0.01% — 11,354,761 $356.4M
Goldman Sachs Group Inc. 0.06% Add +8.6% 10,366,446 $325.4M
Bank of America Corp. 0.03% Reduce -5.6% 9,387,289 $294.7M
Arrowstreet Capital, Limited Partnership 0.19% Reduce -75.7% 5,277,689 $221.6M
Bank of Montreal 0.10% Reduce -13.3% 6,679,678 $209.9M
HSBC Holdings PLC 0.11% Reduce -8.2% 5,750,353 $181.2M
Mondrian Investment Partners LTD 2.31% Reduce -2.8% 4,855,508 $152.4M
Two Sigma Investments, LP 0.34% Add +278.9% 4,672,661 $146.7M
BNP Paribas Financial Markets 0.13% Add +4.5% 4,085,240 $128.2M
Capital International Investors 0.02% Reduce -9.2% 3,859,330 $121.3M
Citigroup Inc. 0.11% Reduce -1.4% 3,780,040 $118.7M
Royal Bank of Canada 0.03% Add +1.5% 3,636,642 $114.2M
Wells Fargo & Company 0.03% Reduce -3.7% 3,507,094 $110.1M
Altrinsic Global Advisors LLC 4.56% Reduce -4.0% 3,415,111 $107.2M
T. Rowe Price Associates Inc. 0.01% Reduce -49.7% 3,392,683 $106.5M
LMR Partners LLP 2.94% No change 3,328,628 $104.5M
D. E. Shaw & Co. 0.14% Add +1939.7% 3,132,699 $98.3M
Millennium Management 0.09% Add +46.3% 3,069,004 $96.3M
Raymond James & Associates 0.05% Add +11.6% 2,764,755 $86.8M
Point72 Asset Management 0.31% Reduce -29.4% 2,763,816 $86.8M
Two Sigma Advisers, LP 0.19% Add +68.7% 2,527,626 $79.3M
Northern Trust Corp. 0.01% Reduce -4.6% 2,455,761 $77.1M
Brandywine Global Investment Management, LLC 0.51% Add +0.7% 2,351,195 $75.2M
Ruffer LLP 2.30% Add +67.8% 2,325,690 $73.0M
Optiver Holding B.V. 1.79% Add +47.2% 2,240,766 $70.3M
JPMorgan Chase & Co. 0.01% Add +8.3% 2,226,237 $69.9M
Lazard Asset Management LLC 0.10% Reduce -33.6% 2,165,084 $68.0M
FMR LLC 0.00% Reduce -9.6% 2,066,794 $64.9M
Envestnet Asset Management Inc. 0.02% Reduce -6.3% 1,946,166 $61.1M
UBS Group AG 0.02% Add +42.1% 1,941,722 $61.0M
Pacer Advisors, Inc. 0.13% Add +1.3% 1,912,187 $60.0M
Russell Investments Group, Ltd. 0.08% Add +14.9% 1,850,019 $58.1M
Assenagon Asset Management S.A. 0.11% Add +285.9% 1,708,895 $53.6M
Voloridge Investment Management, LLC 0.19% Add +47.9% 1,637,616 $51.4M
Mackenzie Financial Corp. 0.07% Add +7.4% 1,616,174 $50.7M
Kahn Brothers Group Inc. 8.59% Reduce -3.1% 1,588,880 $49.9M
Natixis Advisors, LLC 0.09% Reduce -17.0% 1,507,718 $47.3M
Manufacturers Life Insurance Company, The 0.04% Add +0.1% 1,459,190 $45.8M
Citadel Advisors 0.04% Reduce -19.1% 1,306,822 $41.0M
Nan Shan Life Insurance Co., Ltd. 0.92% No change 1,247,405 $39.2M
Boston Partners 0.05% Reduce -78.1% 1,220,050 $38.3M
Causeway Capital Management LLC 0.91% Reduce -10.0% 1,184,453 $37.2M
LPL Financial LLC 0.02% Reduce -0.1% 1,158,226 $36.4M
Energy Income Partners, LLC 0.77% Reduce -7.7% 1,147,178 $36.0M
American Century Companies Inc. 0.02% Add +5.6% 1,049,789 $33.0M
Bridgewater Associates 0.17% Add +60.8% 980,275 $30.8M
Capital Fund Management S.A. 0.33% Add +218.2% 945,663 $29.7M
Ameriprise Financial Inc. 0.01% Reduce -31.8% 902,027 $28.3M
Cerity Partners LLC 0.06% Add +57.0% 900,992 $28.3M
Stifel Financial Corp. 0.03% Add +12.0% 887,672 $27.9M
Laurion Capital Management LP 1.79% New 861,900 $27.1M
HighTower Advisors, LLC 0.04% Add +1.5% 840,227 $26.4M
PNC Financial Services Group, Inc. 0.02% Reduce -4.0% 814,401 $25.6M
Verition Fund Management LLC 0.20% Add +58.6% 814,064 $25.6M
Susquehanna International Group, LLP 0.04% Add +220.7% 743,248 $23.3M
Renaissance Technologies 0.03% New 698,082 $21.9M
Huber Capital Management LLC 4.18% Reduce -0.8% 662,382 $20.8M
US Bancorp \de 0.03% Reduce -1.9% 662,090 $20.8M
Franklin Resources Inc. 0.01% Reduce -1.9% 644,980 $20.6M
Wedge Capital Management L L P 0.35% Add +2.6% 646,102 $20.3M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -6.8% 621,651 $19.5M
Lodge Hill Capital, LLC 5.97% Add +52.6% 610,500 $19.2M
Commonwealth Equity Services, LLC 0.03% Add +1.7% 608,176 $19.1M
Mediolanum International Funds Ltd 0.26% New 3,582,290 $18.6M
NorthCoast Asset Management LLC 0.13% Reduce -2.9% 580,570 $18.1M
Wilkins Investment Counsel Inc. 2.39% Add +1.6% 551,765 $17.3M
Cambridge Investment Research Advisors, Inc. 0.06% Add +26.1% 541,733 $17.0M
Jane Street Group, LLC 0.03% Reduce -62.6% 535,057 $16.8M
Todd Asset Management LLC 0.38% Add +2.4% 526,618 $16.5M
Sei Investments Co. 0.02% Reduce -8.6% 497,556 $15.6M
Janney Capital Management LLC 1.04% Reduce -1.3% 489,237 $15.4M
Invesco Ltd. 0.00% Reduce -1.6% 482,695 $15.2M
Calamos Advisors LLC 0.10% Reduce -35.9% 475,000 $14.9M
HRT Financial LP 0.07% Add +325.3% 459,885 $14.4M
Kornitzer Capital Management Inc. 0.26% Add +5.4% 454,980 $14.3M
Schonfeld Strategic Advisors LLC 0.12% Add +124.4% 454,480 $14.3M
Captrust Financial Advisors 0.04% Add +1.2% 440,973 $13.8M
CI Investments Inc. 0.05% Add +1.1% 425,710 $13.4M
Cibc World Market Inc. 0.03% Add +19.3% 402,090 $12.6M
Stamos Capital Partners, L.P. 2.95% Add +26.1% 399,720 $12.5M
Van Eck Associates Corp. 0.02% Reduce -67.5% 387,298 $12.1M
Beaumont Financial Advisors, LLC 0.95% Reduce -5.1% 386,296 $12.1M
Euro Pacific Asset Management, LLC 2.20% Reduce -0.8% 375,889 $11.9M
Cetera Investment Advisers 0.03% Reduce -2.8% 370,423 $11.6M
Alyeska Investment Group, L.P. 0.06% Reduce -37.5% 370,026 $11.6M
Bank of New York Mellon Corp 0.00% Reduce -3.8% 364,938 $11.5M
Mariner, LLC 0.02% Reduce -2.3% 356,592 $11.2M
Generate Investment Management Ltd 0.75% Add +20.0% 356,014 $11.2M
Gabelli Funds LLC 0.08% Reduce -1.5% 354,600 $11.1M
Adage Capital Partners Gp, L.L.C. 0.02% Add +40.0% 350,000 $11.0M
Teachers Retirement System of the State of Kentucky 0.09% Add +3.8% 343,880 $10.8M
Squarepoint Ops LLC 0.04% New 342,362 $10.7M
DRW Securities, LLC 0.57% Add +7.2% 331,136 $10.4M
Canal Insurance CO 2.43% No change 330,000 $10.4M
Employees Retirement System of Texas 0.11% Reduce -1.3% 329,178 $10.3M
M&T Bank Corp 0.03% Reduce -4.6% 324,922 $10.2M
Osaic Holdings, Inc. 0.02% Reduce -1.3% 315,677 $9.9M
Brandes Investment Partners, LP 0.11% Reduce -5.3% 312,036 $9.8M
Old Mission Capital LLC 0.21% Reduce -54.2% 310,596 $9.7M
Pathstone Holdings, LLC 0.04% Reduce -8.3% 310,258 $9.7M
Bollard Group LLC 0.25% Reduce -2.8% 304,158 $9.5M
Mirae Asset Securities (usa) Inc. 0.55% New 300,965 $9.4M
Trexquant Investment LP 0.12% Add +34.9% 296,895 $9.3M
Headlands Technologies LLC 1.06% Add +157.8% 294,345 $9.2M
Balyasny Asset Management L.P. 0.02% Add +150.4% 293,376 $9.2M
Willis Johnson & Associates, Inc. 0.69% Reduce -0.7% 289,099 $9.1M
Assetmark, Inc. 0.03% Add +14.5% 289,039 $9.1M
Yarbrough Capital, LLC 0.36% No change 283,148 $8.9M
FineMark National Bank & Trust 0.31% Reduce -2.6% 281,390 $8.8M
Barclays PLC 0.00% Add +17.9% 267,027 $8.4M
Creative Planning 0.01% Add +18.8% 264,188 $8.3M
MML Investors Services, LLC 0.03% Add +5.2% 264,042 $8.3M
Wallington Asset Management, LLC 1.14% Reduce -1.3% 261,598 $8.2M
Curi Capital, LLC 0.19% Reduce 0.0% 260,285 $8.2M
Janney Montgomery Scott LLC 0.02% Reduce -5.5% 258,706 $8.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.4% 242,323 $7.6M
Managed Asset Portfolios, LLC 1.07% Add +4.8% 241,143 $7.6M
CMT Capital Markets Trading GmbH 3.39% New 236,566 $7.4M
Oppenheimer & Co. Inc. 0.11% Add +87.0% 234,940 $7.4M
Altrius Capital Management Inc 1.84% Add +9.9% 233,776 $7.3M
Portman Square Capital LLP 5.74% Add +86.3% 232,556 $7.3M
Group One Trading LLC 0.29% Reduce -26.1% 232,139 $7.3M
Clifford Swan Investment Counsel LLC 0.25% Reduce -1.6% 224,590 $7.0M
Cubist Systematic Strategies, LLC 0.11% New 224,448 $7.0M
Immersion Capital LLP 3.84% No change 224,076 $7.0M
Strategy Asset Managers LLC 1.35% Reduce -15.3% 223,515 $7.0M
SPX Gestao de Recursos Ltda 0.89% Reduce -56.3% 211,972 $6.7M
Toronto Dominion Bank 0.01% Add +2784.9% 204,167 $6.4M
Scotia Capital Inc. 0.03% Reduce -0.1% 202,793 $6.4M
Virtu Financial LLC 0.35% New 200,047 $6.3M
Blair William & Co. 0.02% Add +71.4% 200,000 $6.3M
Private Advisor Group, LLC 0.04% Reduce -2.9% 199,089 $6.2M
Truist Financial Corp. 0.01% Reduce -26.9% 198,626 $6.2M
O'shaughnessy Asset Management, LLC 0.06% Reduce -20.5% 192,603 $6.2M
Auxier Asset Management LLC 0.89% Reduce -0.3% 192,794 $6.1M
Rockefeller Capital Management L.P. 0.02% Reduce -24.1% 192,576 $6.0M
Dupree Financial Group, LLC 2.54% Add +197.8% 189,946 $6.0M
Simplex Trading, LLC 0.20% Add +286.4% 188,994 $5.9M
Kempner Capital Management Inc. 2.99% No change 186,079 $5.8M
Crossmark Global Holdings, Inc. 0.10% Add +32.1% 181,730 $5.7M
Seven Eight Capital, LP 0.50% New 178,928 $5.6M
Manning & Napier Advisors LLC 0.06% Add +0.5% 173,612 $5.4M
Nomura Holdings Inc. 0.04% Add +2.4% 170,193 $5.3M
Engineers Gate Manager LP 0.10% Add +107.5% 168,366 $5.3M
Corient Private Wealth LP 0.01% Add +3.1% 167,479 $5.3M
DAVENPORT & Co LLC 0.03% Reduce -2.8% 163,839 $5.1M
Edge Capital Group, LLC 0.23% Reduce -26.5% 163,487 $5.1M
Quantbot Technologies LP 0.20% New 162,111 $5.1M
GTS Securities LLC 0.10% New 161,518 $5.1M
Logan Capital Management Inc. 0.21% Add +2.4% 161,176 $5.1M
Pacific Heights Asset Management LLC 0.37% No change 160,000 $5.0M
Qube Research & Technologies Ltd 0.01% Add +1893.4% 158,695 $5.0M
NewEdge Advisors, LLC 0.03% Reduce -13.6% 158,469 $5.0M
Advocate Group LLC 0.89% Add +2.0% 156,655 $4.9M
Focus Partners Wealth 0.02% Reduce -17.6% 156,119 $4.9M
Atom Investors LP 0.51% Reduce -31.2% 156,041 $4.9M
Essex Investment Management Co. LLC 0.83% Reduce -4.0% 150,815 $4.7M
Hennessy Advisors Inc. 0.15% No change 147,800 $4.6M
Vishria Bird Financial Group, LLC 1.74% Reduce -0.3% 145,911 $4.6M
CSS LLC 0.79% Reduce -10.3% 140,153 $4.4M
Baker Ellis Asset Management LLC 0.61% Add +2.3% 138,130 $4.3M
National Bank of Canada 0.01% Add +4.1% 136,566 $4.3M
Bleakley Financial Group, LLC 0.13% Reduce -42.6% 135,358 $4.2M
Neville Rodie & Shaw Inc. 0.31% Reduce -0.1% 135,173 $4.2M
Kestra Advisory Services, LLC 0.02% Reduce -2.9% 132,282 $4.2M
Tocqueville Asset Management L.P. 0.06% Reduce -1.2% 129,958 $4.1M
Lazari Capital Management, Inc. 1.74% Add +0.5% 129,672 $4.1M
Butensky & Cohen Financial Security, Inc. 1.20% Add +3.2% 128,857 $4.0M
SouthState Bank Corp 0.28% Add +0.1% 128,307 $4.0M
Clearbridge Investments, LLC 0.00% Reduce -2.5% 123,993 $3.9M
Columbia Asset Management 0.67% Add +3.6% 123,245 $3.9M
Oppenheimer Asset Management Inc. 0.05% Reduce -2.1% 122,645 $3.8M
QRG Capital Management, Inc. 0.04% Reduce -7.1% 122,119 $3.8M
Pittenger & Anderson Inc. 0.14% Reduce -0.3% 119,885 $3.8M
Cresset Asset Management, LLC 0.01% Reduce -10.2% 119,213 $3.7M
Neuberger Berman Group LLC 0.00% Reduce -40.5% 118,187 $3.7M
D.A. Davidson & Co. 0.03% Reduce -5.5% 116,168 $3.6M
Brown Advisory Inc. 0.00% Add +0.5% 115,986 $3.6M
Valicenti Advisory Services Inc. 0.93% Add +43.5% 114,915 $3.6M
BBR Partners, LLC 0.27% No change 114,376 $3.6M
Walleye Capital LLC 0.04% Reduce -28.6% 112,678 $3.5M
XTX Topco Ltd 0.25% New 110,808 $3.5M
Glenmede Trust Co. NA 0.02% Reduce -3.1% 110,748 $3.5M
South Dakota Investment Council 0.07% No change 110,010 $3.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -14.2% 107,800 $3.4M
Meritage Portfolio Management 0.21% Add +1.4% 107,512 $3.4M
Meyer Handelman Co. 0.11% Reduce -5.5% 105,906 $3.3M
Beacon Pointe Advisors, LLC 0.04% Reduce -5.6% 105,266 $3.3M
Regions Financial Corp. 0.02% Reduce -18.5% 105,104 $3.3M
tru Independence LLC 0.96% Add +1.2% 105,021 $3.3M
HighPoint Advisor Group LLC 0.19% Add +6.5% 104,833 $3.3M
Richard P Slaughter Associates Inc 0.76% Add +7.0% 103,941 $3.3M
Kestra Private Wealth Services, LLC 0.06% Reduce -1.9% 101,743 $3.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +25.1% 101,160 $3.2M
Prospera Financial Services Inc 0.08% Reduce -0.3% 100,393 $3.2M
NewEdge Wealth, LLC 0.06% Add +4.9% 99,286 $3.1M
Moors & Cabot, Inc. 0.15% Add +1.4% 97,750 $3.1M
Global Wealth Management Investment Advisory, Inc. 0.66% Add +26.8% 97,684 $3.1M
Y-Intercept (Hong Kong) Ltd 0.19% Add +25.1% 97,643 $3.1M
New York State Common Retirement Fund 0.00% Reduce -8.3% 95,169 $3.0M
Signet Financial Management, LLC 0.37% Reduce -13.9% 92,884 $2.9M
Raymond James Trust N.A. 0.06% Add +5.6% 92,315 $2.9M
Community Trust & Investment Co. 0.18% Add +3.6% 92,286 $2.9M
Baird Financial Group, Inc. 0.01% Reduce -52.1% 92,187 $2.9M
Huntington National Bank 0.03% Reduce -0.5% 91,656 $2.9M
Baker Avenue Asset Management, LP 0.09% Reduce -9.8% 90,416 $2.8M
Prevail Innovative Wealth Advisors, LLC 0.86% Add +15.3% 90,018 $2.8M
Hedges Asset Management LLC 1.85% Add +2.3% 89,148 $2.8M
Financial Partners Group, LLC 1.05% Add +6.1% 88,776 $2.8M
Hayek Kallen Investment Management 0.98% Add +23.7% 88,125 $2.8M
Avantax Advisory Services, Inc. 0.02% Reduce -35.3% 86,870 $2.7M
Steward Partners Investment Advisory, LLC 0.03% Add +39.9% 86,750 $2.7M
Foresight Global Investors, Inc. 1.47% Reduce -71.9% 86,349 $2.7M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -5.8% 85,852 $2.7M
Quinn Opportunity Partners LLC 0.27% No change 85,200 $2.7M
Vaughan David Investments LLC 0.06% Reduce -1.8% 85,087 $2.7M
Ritholtz Wealth Management 0.08% Reduce -19.6% 84,066 $2.6M
Amova Asset Management Americas, Inc. 0.03% Reduce -10.5% 83,806 $2.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -10.5% 83,806 $2.6M
Mutual Advisors, LLC 0.08% Add +175.3% 83,737 $2.6M
Lee Danner & Bass Inc. 0.18% Reduce -5.3% 82,811 $2.6M
Jackson Hole Capital Partners, LLC 0.53% Reduce -2.5% 81,509 $2.6M
Orion Porfolio Solutions, LLC 0.03% Reduce -25.7% 81,411 $2.6M
Orion Portfolio Solutions, LLC 0.03% Reduce -25.7% 81,411 $2.6M
Spirit of America Management Corp. 0.51% No change 81,361 $2.6M
Delta Capital Management LLC 1.47% No change 80,360 $2.5M
Larson Financial Group LLC 0.14% Add +1.6% 79,775 $2.5M
IMC-Chicago, LLC 0.07% New 79,077 $2.5M
Verus Capital Partners, LLC 0.24% Reduce -30.1% 78,663 $2.5M
Pinnacle Associates Ltd. 0.04% Add +0.6% 69,447 $2.5M
Murphy, Middleton, Hinkle & Parker, Inc. 1.30% Reduce -0.5% 76,561 $2.4M
Wolverine Trading, LLC 0.06% New 74,873 $2.4M
Jones Financial Companies LLLP 0.00% Add +48.8% 73,124 $2.3M
Evergreen Capital Management LLC 0.08% Add +3.2% 71,586 $2.2M
SIR Capital Management, L.P. 0.22% Reduce -38.2% 71,300 $2.2M
Rothschild Investment LLC 0.15% Reduce -1.8% 71,296 $2.2M
GAM Holding AG 0.18% Add +29.3% 71,033 $2.2M
FORA Capital, LLC 0.26% New 70,137 $2.2M
Tidal Investments LLC 0.02% Add +5.0% 68,490 $2.1M
Naviter Wealth, LLC 0.30% Reduce -1.3% 67,823 $2.1M
Meridian Investment Counsel Inc. 0.64% Reduce -3.2% 67,177 $2.1M
Blackstone Inc. 0.01% No change 66,828 $2.1M
SG Americas Securities, LLC 0.01% Add +860.7% 66,464 $2.1M
Advisory Services Network, LLC 0.04% No change 57,504 $2.1M
44 Wealth Management LLC 0.73% — 66,244 $2.1M
Prosperitas Financial LLC 1.11% Add +21.7% 65,476 $2.1M
Advisors Asset Management, Inc. 0.04% Reduce -3.9% 65,437 $2.1M
Credit Agricole S A 0.01% Add +64.6% 65,323 $2.1M
Stratos Wealth Partners, LTD. 0.03% Reduce -2.8% 63,819 $2.0M
Keybank National Association 0.01% Reduce -4.1% 63,786 $2.0M
Kavar Capital Partners Group, LLC 0.32% Add +0.1% 63,472 $2.0M
Florida Trust Wealth Management Co 0.06% Add +46.1% 62,920 $2.0M
Park Avenue Securities LLC 0.02% Reduce -2.3% 62,914 $2.0M
FNY Investment Advisers, LLC 0.95% New 62,500 $2.0M
Gilliland Jeter Wealth Management LLC 0.63% Add +0.5% 62,228 $2.0M
Coppell Advisory Solutions LLC 0.28% Add +9588.0% 61,422 $1.9M
Commerce Bank 0.01% Add +0.1% 61,440 $1.9M
Azimuth Capital Investment Management LLC 0.07% Add +0.4% 61,183 $1.9M
Cwm, LLC 0.01% Add +5.0% 61,115 $1.9M
Atria Wealth Solutions, Inc. 0.02% Reduce -17.8% 60,897 $1.9M
Hartree Partners, LP 0.54% Add +20.0% 60,000 $1.9M
Kingsview Wealth Management, LLC 0.04% Reduce -14.2% 58,086 $1.8M
Caprock Group, LLC 0.07% Reduce -9.7% 57,888 $1.8M
Wellington Management Group LLP 0.00% Reduce -96.4% 56,610 $1.8M
Kennedy Investment Group, Inc. 0.80% Add +0.5% 55,632 $1.7M
PEAK6 Investments LLC 0.09% Add +5645.3% 55,614 $1.7M
Vestmark Advisory Solutions, Inc. 0.06% Add +4.4% 55,513 $1.7M
Valeo Financial Advisors, LLC 0.05% Add +15.9% 54,252 $1.7M
Solstein Capital, LLC 0.90% Reduce -0.8% 54,121 $1.7M
IFG Advisory, LLC 0.10% Reduce -1.3% 52,336 $1.6M
CIBC Private Wealth Group LLC 0.00% Reduce -5.0% 52,069 $1.6M
Acadian Asset Management LLC 0.01% Reduce -96.0% 52,005 $1.6M
Wright Investors Service Inc. 0.42% Reduce -28.6% 51,305 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -9.6% 51,203 $1.6M
Awm Capital, LLC 0.19% New 50,786 $1.6M
TD Private Client Wealth LLC 0.05% Add +4.5% 50,333 $1.6M
Sequoia Financial Advisors, LLC 0.02% Add +39.7% 50,068 $1.6M
Choreo, LLC 0.02% Reduce -2.0% 48,361 $1.6M
Deutsche Bank AG 0.00% Reduce -92.2% 48,189 $1.5M
Atria Investments, Inc 0.02% Reduce -32.3% 48,144 $1.5M
Old National Bancorp 0.03% Reduce -12.9% 47,069 $1.5M
Harvest Portfolios Group Inc. 0.05% Add +11.7% 47,033 $1.5M
Tower Research Capital LLC (TRC) 0.04% Add +2999.3% 47,017 $1.5M
Bank of New Hampshire 0.37% Reduce -2.3% 46,567 $1.5M
Vista Investment Partners LLC 0.47% Add +639.8% 46,321 $1.5M
Autumn Glory Partners, LLC 0.56% Add +27.7% 46,121 $1.4M
Harbour Investments, Inc. 0.04% Add +0.8% 45,739 $1.4M
PFG Investments, LLC 0.09% Add +18.8% 45,655 $1.4M
Arkadios Wealth Advisors 0.08% Reduce -11.4% 45,616 $1.4M
First Trust Direct Indexing L.P. 0.08% Reduce -9.2% 45,487 $1.4M
Aquatic Capital Management LLC 0.04% Reduce -84.5% 45,400 $1.4M
Vise Technologies, Inc. 0.18% Reduce -0.9% 45,392 $1.4M
Stephens Inc. 0.02% Add +9.8% 45,331 $1.4M
United Capital Financial Advisors, LLC 0.01% Reduce -3.2% 45,157 $1.4M
Stock Yards Bank & Trust Co. 0.05% Reduce -1.3% 45,101 $1.4M
Campbell & CO Investment Adviser LLC 0.11% Reduce -19.9% 44,956 $1.4M
SpiderRock Advisors, LLC 0.03% Add +158.5% 44,636 $1.4M
Caas Capital Management LP 0.96% Add +97.3% 44,612 $1.4M
Hardin Capital Partners, LLC 0.79% Reduce -5.4% 43,544 $1.4M
&partners 0.03% Add +124.1% 44,435 $1.4M
Douglass Winthrop Advisors, LLC 0.03% Add +5.0% 43,883 $1.4M
Prosperity Consulting Group, LLC 0.11% Add +237.9% 43,354 $1.4M
Focus Partners Advisor Solutions, LLC 0.03% Add +17.8% 43,006 $1.3M
Altman Advisors, Inc. 0.60% Add +3.3% 42,663 $1.3M
Peapack Gladstone Financial Corp. 0.02% Reduce -20.7% 42,499 $1.3M
Townsquare Capital LLC 0.02% Add +30.3% 42,422 $1.3M
Burney Co./ 0.05% Reduce -2.3% 42,073 $1.3M
Insight Inv LLC 1.10% Reduce -6.9% 41,870 $1.3M
Cyndeo Wealth Partners, LLC 0.09% Reduce -75.0% 41,525 $1.3M
Ameritas Advisory Services, LLC 0.06% Reduce -11.0% 41,427 $1.3M
Sigma Planning Corp 0.04% Reduce -22.3% 41,151 $1.3M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -1.4% 40,361 $1.3M
International Assets Investment Management, LLC 0.10% Reduce -2.6% 40,703 $1.3M
Financial Counselors Inc. 0.02% Add +8.1% 40,186 $1.3M
Venture Visionary Partners LLC 0.06% Reduce -2.6% 39,778 $1.2M
Rwa Wealth Partners, LLC 0.02% Add +0.7% 39,708 $1.2M
Fox Run Management, L.L.C. 0.28% New 39,650 $1.2M
Aigen Investment Management, LP 0.24% Add +144.4% 39,336 $1.2M
Wedbush Securities Inc. 0.05% Reduce -16.4% 39,325 $1.2M
Aviso Financial Inc. 0.06% Add +2.6% 38,997 $1.2M
Transcend Capital Advisors, LLC 0.08% Reduce -11.0% 38,328 $1.2M
Phoenix Financial Ltd. 0.02% Reduce -37.9% 37,806 $1.2M
Apollon Wealth Management, LLC 0.03% Reduce -3.6% 37,832 $1.2M
Graham Capital Management, L.P. 0.06% New 37,769 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.56% Reduce -8.9% 37,614 $1.2M
Meitav Investment House Ltd. 0.02% Reduce -41.4% 34,265 $1.2M
Brighton Jones LLC 0.04% New 37,097 $1.2M
Welch & Forbes LLC 0.01% Reduce -0.2% 37,024 $1.2M
Atlas Brown,Inc. 0.40% Reduce -24.8% 36,901 $1.2M
Kovack Advisors, Inc. 0.12% Reduce -20.4% 36,799 $1.2M
Parsons Capital Management Inc. 0.07% Reduce -2.7% 35,997 $1.1M
Concourse Financial Group Securities, Inc. 0.07% Add +166.7% 35,716 $1.1M
Groupama Asset Managment 0.03% Reduce -96.7% 44,423 $1.1M
CW Advisors, LLC 0.01% Add +143.1% 35,207 $1.1M
Bfsg, LLC 0.13% Add +63.7% 35,011 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -1.5% 34,961 $1.1M
Sterling Capital Management LLC 0.01% — 34,549 $1.1M
First Trust Advisors LP 0.00% New 34,515 $1.1M
Global Retirement Partners, LLC 0.03% Reduce -7.3% 34,021 $1.1M
Geode Capital Management, LLC 0.00% Reduce -74.3% 33,804 $1.1M
SeaCrest Wealth Management, LLC 0.11% Reduce -5.3% 33,349 $1.0M
Quotient Wealth Partners, LLC 0.03% Add +10.0% 33,243 $1.0M
Signaturefd, LLC 0.02% Reduce -2.8% 33,154 $1.0M
Barden Capital Management, Inc. 0.91% Reduce -3.0% 33,112 $1.0M
Ausdal Financial Partners, Inc. 0.11% Reduce -0.6% 33,007 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -27.8% 32,586 $1.0M
Meridian Wealth Management, LLC 0.05% New 32,551 $1.0M
Vident Advisory, LLC 0.03% Add +9.6% 32,522 $1.0M
Parallel Advisors, LLC 0.02% Add +1.3% 32,519 $1.0M
Glenview Trust Co 0.02% Add +63.5% 32,406 $1.0M
Jefferies Financial Group Inc. 0.02% New 32,155 $1.0M
Summit Securities Group LLC 0.64% Add +5.3% 23,918 $1.0M
Tejara Capital Ltd 0.48% Reduce -34.5% 32,000 $1.0M
Hunter Perkins Capital Management, LLC 0.20% Add +0.4% 31,863 $1.0M
Insigneo Advisory Services, LLC 0.10% Reduce -0.1% 31,703 $995K
Rhumbline Advisers 0.00% Add +7.9% 31,545 $990K
Mgo One Seven LLC 0.04% Reduce -9.6% 31,008 $973K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -4.2% 30,772 $966K
Associated Banc-Corp 0.03% Add +4.0% 30,761 $966K
Catalyst Capital Advisors LLC 0.02% Add +7.3% 30,750 $965K
Denali Advisors LLC 0.10% New 30,357 $953K
Lantz Financial LLC 0.26% Reduce -0.7% 30,242 $949K
Horizon Kinetics Asset Management LLC 0.01% Add +211.6% 30,114 $945K
Beacon Financial Advisory LLC 0.32% Reduce -3.0% 29,972 $941K
1ST Source Bank 0.05% Reduce -0.1% 29,631 $930K
Chicago Capital, LLC 0.03% No change 29,527 $927K
DekaBank Deutsche Girozentrale 0.00% Reduce -54.5% 29,626 $926K
Capital Advisors Inc. 0.02% Reduce -63.9% 29,442 $924K
Donoghue Forlines LLC 0.26% Add +15.6% 29,398 $923K
Thrivent Financial for Lutherans 0.00% Add +71.2% 29,388 $922K
Good Life Advisors, LLC 0.06% Add +100.3% 29,182 $916K
Avior Wealth Management, LLC 0.04% Add +117.9% 29,108 $914K
Linscomb Wealth, Inc. 0.05% No change 29,025 $911K
Highland Capital Management, LLC 0.05% Reduce -0.8% 28,932 $908K
Cary Street Partners Investment Advisory LLC 0.03% New 28,763 $903K
Verdence Capital Advisors LLC 0.07% Reduce -23.5% 28,630 $899K
GeoWealth Management, LLC 0.03% Reduce -2.5% 28,503 $895K
Pitti Group Wealth Management, LLC 0.97% No change 25,127 $889K
Independent Advisor Alliance 0.03% Reduce -47.6% 28,271 $887K
CENTRAL TRUST Co 0.02% Reduce -18.9% 28,241 $886K
Avidian Wealth Enterprises, LLC 0.04% Add +2.2% 27,800 $873K
First Financial Corp. 0.41% Reduce -1.8% 27,691 $869K
Savant Capital, LLC 0.01% Add +21.9% 27,369 $859K
Wilmington Savings Fund Society, FSB 0.02% Add +274.8% 27,218 $854K
Mission Wealth Management, LP 0.02% Reduce -2.8% 26,972 $847K
First Financial Bank - Trust Division 0.08% Reduce -0.2% 26,726 $839K
Synovus Financial Corp. 0.01% Add +16.7% 26,675 $837K
First American Bank 0.06% No change 26,589 $835K
Financial Enhancement Group LLC 0.16% New 23,458 $834K
Wesbanco Bank Inc. 0.03% Add +7.2% 25,790 $810K
Quantinno Capital Management LP 0.01% Reduce -32.2% 25,758 $809K
Wealth Alliance Advisory Group, LLC 0.17% No change 25,757 $809K
Dorsey & Whitney Trust CO LLC 0.04% Add +246.8% 25,732 $808K
Cookson Peirce & Co. Inc. 0.04% Reduce -6.4% 25,658 $805K
Blue Trust, Inc. 0.01% Add +66.7% 22,301 $805K
Fifth Third Bancorp 0.00% Reduce -54.3% 25,519 $801K
Argent Financial Group, Inc. 0.09% — 25,449 $799K
GC Wealth Management RIA, LLC 0.14% Add +7.8% 25,381 $797K
Concurrent Investment Advisors, LLC 0.02% Add +7.1% 25,256 $793K
Schechter Investment Advisors, LLC 0.06% Reduce -39.8% 25,115 $788K
Johnson Investment Counsel Inc. 0.01% Add +25.7% 25,002 $785K
Principal Securities, Inc. 0.02% Add +2.3% 24,910 $782K
Prospect Financial Services LLC 0.48% Reduce -25.8% 24,550 $771K
Foster & Motley Inc. 0.05% Reduce -2.3% 24,494 $769K
Csenge Advisory Group 0.04% Reduce -0.4% 23,898 $767K
Winning Points Advisors, LLC 1.44% — 19,298 $761K
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.0% 24,179 $759K
Bridgefront Capital, LLC 0.29% New 24,137 $758K
Oak Harvest Investment Services 0.11% Add +2.4% 24,118 $757K
Modern Wealth Management, LLC 0.05% Reduce -0.3% 24,026 $754K
Legacy Capital Group California, Inc. 0.25% Reduce -0.4% 23,931 $751K
Sowell Financial Services LLC 0.03% Reduce -18.6% 23,872 $749K
Great Valley Advisor Group, Inc. 0.02% Add +3.1% 23,873 $749K
Sabal Trust CO 0.04% No change 23,812 $747K
Capital Investment Advisory Services, LLC 0.07% Reduce -0.7% 23,810 $747K
Moody National Bank Trust Division 0.08% Add +10.9% 23,801 $747K
Garda Capital Partners LP 0.18% New 23,649 $742K
Forum Financial Management, LP 0.01% Add +0.5% 23,607 $741K
MIdWestOne Financial Group, Inc. 0.10% Add +74.3% 23,528 $739K
Susquehanna International Securities, Ltd. 0.25% New 23,500 $738K
Vertex Planning Partners, LLC 0.18% Reduce -0.1% 23,488 $737K
Snowden Capital Advisors LLC 0.02% Reduce -4.9% 23,399 $735K
Zions Bancorporation, N.A. 0.05% Reduce -0.4% 23,361 $733K
Quadrant Capital Group LLC 0.05% Reduce -0.2% 23,008 $722K
Rossmore Private Capital 0.09% No change 22,968 $721K
Intrua Financial, LLC 0.12% Reduce -19.8% 22,922 $720K
Osborne Partners Capital Management, LLC 0.04% No change 22,877 $718K
Cozad Asset Management Inc. 0.07% Reduce -9.9% 22,754 $714K
Argyle Capital Management, LLC 0.28% No change 22,407 $703K
Birmingham Capital Management Co. Inc. 0.25% Add +25.9% 22,163 $696K
Lebenthal Global Advisors, LLC 0.14% Add +20.7% 22,155 $695K
John G Ullman & Associates Inc. 0.10% Reduce -0.9% 22,000 $691K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 21,893 $687K
Left Brain Wealth Management, LLC 0.32% No change 21,753 $683K
OneDigital Investment Advisors LLC 0.01% Reduce -15.6% 21,743 $683K
Tiaa Trust, National Association 0.00% Reduce -8.2% 21,724 $682K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -88.0% 21,710 $681K
Herold Advisors, Inc. 0.15% Add +12.7% 21,687 $681K
Aptus Capital Advisors, LLC 0.01% Add +7.9% 21,638 $679K
Wittenberg Investment Management, Inc. 0.22% No change 21,600 $678K
King Wealth Management Group 0.11% New 21,600 $678K
Stonegate Investment Group, LLC 0.02% Add +36.2% 21,582 $677K
Merit Financial Group, LLC 0.02% Add +8.0% 21,566 $677K
Sapient Capital LLC 0.01% Reduce -8.5% 21,455 $673K
Horizon Investment Services, LLC 0.29% No change 21,419 $672K
Monarch Capital Management Inc. 0.18% Reduce -4.3% 21,146 $664K
Mitchell & Pahl Private Wealth, LLC 0.31% Add +4.6% 21,095 $662K
Founders Financial Alliance, LLC 0.18% Reduce -3.5% 20,809 $653K
Saxon Interests, Inc. 0.29% Add +51.5% 20,554 $645K
Benjamin Edwards Inc. 0.01% Add +1927.2% 20,495 $643K
Balboa Wealth Partners 0.16% Reduce -1.4% 20,482 $643K
Founders Financial Securities LLC 0.06% Reduce -0.5% 20,374 $640K
Pinnacle Wealth Planning Services, Inc. 0.09% Reduce -2.7% 20,144 $632K
Choate Investment Advisors 0.02% Add +52.8% 20,105 $631K
Ping Capital Management, Inc. 0.35% Add +53.9% 20,000 $628K
Raelipskie Partnership 0.30% Add +13.8% 19,777 $621K
Louisbourg Investments Inc. 0.16% No change 19,680 $618K
Dynamic Advisor Solutions LLC 0.02% Reduce -11.8% 19,526 $613K
Mather Group, Llc. 0.01% Reduce -40.8% 19,393 $609K
Eastern Bank 0.01% Add +93.7% 19,365 $608K
Maxwell Wealth Strategies Inc. 0.26% No change 20,059 $601K
InTrack Investment Management Inc 0.43% Reduce -0.7% 19,137 $601K
Westwood Holdings Group Inc. 0.00% Add +4.1% 19,118 $600K
Prudential Financial Inc. 0.00% Reduce -9.9% 19,032 $597K
Grandfield & Dodd, LLC 0.04% No change 18,968 $595K
Greenleaf Trust 0.01% Add +0.7% 18,916 $594K
Cornerstone Wealth Management, LLC 0.04% Reduce -1.0% 18,884 $593K
Equitable Trust Co. 0.04% No change 18,857 $592K
Elevation Point Wealth Partners, LLC 0.06% Reduce -31.6% 18,810 $590K
Horizon Investments, LLC 0.02% Reduce -0.6% 19,113 $590K
Fiduciary Alliance LLC 0.08% Add +11.3% 18,683 $586K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +57.0% 18,535 $582K
HB Wealth Management, LLC 0.01% Reduce -20.6% 18,450 $579K
Checchi Capital Advisers, LLC 0.04% Reduce -9.6% 18,332 $575K
Guggenheim Capital LLC 0.00% Reduce -35.7% 18,277 $574K
GYL Financial Synergies, LLC 0.04% Reduce -41.6% 18,163 $570K
Centiva Capital, LP 0.03% New 17,994 $565K
Clearstead Advisors, LLC 0.01% Reduce -2.7% 17,929 $563K
Nilsine Partners, LLC 0.07% Reduce -12.6% 17,826 $560K
Courier Capital LLC 0.04% Reduce -11.0% 17,770 $558K
Western Wealth Management, LLC 0.03% New 17,672 $555K
Texas Yale Capital Corp. 0.02% No change 17,666 $555K
Edge Wealth Management LLC 0.11% Reduce -0.3% 17,651 $554K
Wellington Shields & Co., LLC 0.17% No change 17,619 $553K
J.W. Cole Advisors, Inc. 0.02% Reduce -1.1% 17,495 $549K
Smith Group Asset Management, LLC 0.05% Reduce -0.3% 17,463 $548K
Venturi Wealth Management, LLC 0.03% Reduce -0.1% 17,309 $543K
Summit Financial, LLC 0.02% Add +18.1% 17,308 $543K
Coastwise Capital Group, LLC 0.44% Add +10.5% 17,204 $540K
Mengis Capital Management, Inc. 0.11% Add +0.0% 17,182 $539K
North Star Investment Management Corp. 0.04% Add +1.2% 17,166 $539K
Silvia McColl Wealth Management, LLC 0.40% Reduce -2.6% 17,070 $536K
Fort Point Capital Partners LLC 0.07% No change 17,057 $535K
Ethic Inc. 0.01% Add +7.8% 14,201 $535K
ARS Investment Partners, LLC 0.05% Reduce -1.4% 17,045 $535K
Abel Hall, LLC 0.35% New 16,970 $533K
Analyst IMS Investment Management Services Ltd. 0.02% No change 16,947 $532K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -5.6% 16,938 $532K
Pacific Global Investment Management Co. 0.10% Reduce -17.6% 16,853 $529K
CHICAGO TRUST Co NA 0.10% No change 16,844 $529K
Elgethun Capital Management 0.12% Add +0.8% 16,827 $528K
AE Wealth Management LLC 0.00% Reduce -22.3% 16,812 $528K
Malaga Cove Capital, LLC 0.21% Add +28.7% 16,735 $525K
Oxinas Partners, LLC 0.32% Reduce -7.4% 16,576 $520K
Mill Capital Management, LLC 0.04% No change 16,512 $518K
Nicolet Advisory Services, LLC 0.05% Add +0.1% 15,815 $513K
Simmons Bank 0.04% Reduce -3.2% 16,320 $512K
Legacy Financial Advisors, Inc. 0.09% Reduce -14.5% 16,205 $509K
Childress Capital Advisors, LLC 0.14% New 16,148 $507K
HM Payson & Co. 0.01% Reduce -4.3% 16,114 $506K
AdvisorNet Financial, Inc 0.04% Add +0.0% 16,076 $505K
Investment Partners, LTD. 0.21% Add +0.7% 15,981 $502K
Allegheny Financial Group 0.12% Add +0.1% 15,972 $501K
Archer Investment Corp 0.13% Add +0.1% 15,965 $501K
Cowa, LLC 0.24% Reduce -6.2% 15,910 $499K
Moneco Advisors, LLC 0.06% Add +16.6% 15,818 $497K
Fidelis Capital Partners, LLC 0.06% Reduce -56.1% 15,644 $490K
Compound Planning, Inc. 0.03% Reduce -7.3% 15,595 $490K
Ritter Daniher Financial Advisory LLC / DE 0.14% Add +7661.0% 15,522 $487K
Syon Capital LLC 0.04% Reduce -18.9% 15,457 $485K
Personal Cfo Solutions, LLC 0.07% Add +4.0% 15,452 $485K
Ieq Capital, LLC 0.01% Add +61.3% 15,449 $485K
Gallacher Capital Management LLC 0.22% Add +21.0% 15,440 $485K
Leonteq Securities AG 0.06% Add +15.6% 15,439 $485K
Burrus Financial Services, Inc. 0.24% Reduce -1.6% 15,421 $484K
Profund Advisors LLC 0.02% Reduce -13.1% 15,384 $483K
Daymark Wealth Partners, LLC 0.02% Reduce -6.6% 15,330 $481K
RNC Capital Management LLC 0.03% No change 13,213 $477K
Aull & Monroe Investment Management Corp 0.22% Reduce -5.4% 15,175 $476K
Morningstar Investment Services LLC 0.00% Add +3.0% 15,162 $476K
CreativeOne Wealth, LLC 0.02% New 15,144 $475K
Straight Path Wealth Management 0.20% Add +24.7% 15,142 $475K
Signature Estate & Investment Advisors LLC 0.01% Reduce -4.3% 15,140 $475K
Hantz Financial Services, Inc. 0.01% Add +0.1% 15,106 $474K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -7.5% 15,072 $473K
Equitable Holdings, Inc. 0.00% Reduce -62.7% 15,017 $471K
Iat Reinsurance Co. LTD. 0.12% No change 15,000 $471K
West Family Investments, Inc. 0.16% Reduce -6.4% 14,905 $468K
Onyx Bridge Wealth Group LLC 0.07% Reduce -16.9% 14,881 $467K
Poehling Capital Management, INC. 0.12% Reduce -7.8% 14,724 $462K
Holderness Investments Co. 0.10% Reduce -1.4% 14,637 $459K
Baxter Bros Inc. 0.06% Reduce -0.7% 14,572 $457K
Bessemer Group Inc. 0.00% Reduce -37.7% 14,375 $452K
FRG Family Wealth Advisors LLC 0.08% No change 14,227 $447K
IHT Wealth Management, LLC 0.01% Add +4.8% 14,123 $444K
Allen Capital Group, LLC 0.06% Reduce -0.1% 14,111 $443K
Second Line Capital, LLC 0.12% Add +14.2% 14,109 $443K
World Investment Advisors 0.01% Add +26.0% 14,103 $443K
Legacy Wealth Asset Management, LLC 0.12% Add +3.2% 13,865 $435K
Weinberger Asset Management, Inc 0.19% Add +14.0% 13,858 $435K
Investors Research Corp 0.09% Add +1.5% 13,820 $434K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -32.3% 13,527 $433K
Recurrent Investment Advisors LLC 0.04% Reduce -5.5% 109,604 $432K
Hilltop National Bank 0.13% Reduce -0.4% 13,624 $428K
Prime Capital Investment Advisors, LLC 0.01% Reduce -5.9% 13,568 $426K
Burford Brothers, Inc. 0.22% No change 13,507 $424K
Everstar Asset Management, LLC 0.29% — 13,452 $422K
EverSource Wealth Advisors, LLC 0.03% Reduce -11.0% 13,427 $421K
Sheaff Brock Investment Advisors, LLC 0.04% Add +5.0% 13,408 $421K
White Wing Wealth Management 0.32% Reduce -0.7% 13,382 $420K
Garde Capital, Inc. 0.03% No change 13,372 $420K
Patten & Patten Inc. 0.03% Add +0.5% 13,368 $420K
Strategic Blueprint, LLC 0.03% Add +0.4% 13,253 $416K
Busey Bank 0.01% Reduce -4.9% 13,235 $415K
Geneos Wealth Management Inc. 0.02% Add +42.1% 13,230 $415K
Aaron Wealth Advisors LLC 0.05% Add +22.9% 13,018 $409K
Independent Financial Group, LLC 0.01% Add +17.5% 13,005 $408K
Bay Rivers Group 0.20% No change 13,000 $408K
Sentry LLC 0.08% No change 12,920 $406K
Kanawha Capital Management LLC 0.03% Reduce -2.1% 12,905 $405K
Lanark Financial, Inc. 0.03% Reduce -3.2% 12,876 $404K
SCP Investment, LP 0.29% Reduce -31.9% 12,800 $402K
Capital Investment Advisors, LLC 0.01% Reduce -6.7% 12,757 $400K
Allspring Global Investments Holdings, LLC 0.00% Add +7.6% 12,752 $400K
TrueWealth Advisors, LLC 0.13% Add +9.9% 12,750 $400K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.8% 12,717 $399K
Waverly Advisors, LLC 0.01% Reduce -10.7% 12,624 $396K
Allen Mooney & Barnes Investment Advisors LLC 0.07% Add +0.7% 12,613 $396K
Williams Jones Wealth Management, LLC. 0.00% Reduce -5.0% 12,470 $391K
Cullinan Associates Inc. 0.02% No change 12,400 $391K
Peddock Capital Advisors, LLC 0.09% No change 12,348 $388K
Chicago Partners Investment Group LLC 0.01% Reduce -29.3% 12,316 $386K
Coldstream Capital Management Inc. 0.01% Reduce -12.5% 12,122 $381K
Level Four Advisory Services, LLC 0.02% Reduce -65.9% 12,885 $378K
MAI Capital Management 0.00% Reduce -45.9% 12,019 $377K
EP Wealth Advisors, LLC 0.00% Reduce -0.2% 12,012 $377K
Asset Allocation & Management Company, LLC 0.24% No change 12,000 $377K
Country Club Bank 0.03% No change 11,993 $377K
Northeast Investment Management 0.02% No change 11,997 $377K
KLCM Advisors, Inc. 0.04% Add +5.1% 11,959 $375K
Whittier Trust Co. 0.01% Reduce -2.8% 11,898 $373K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -6.3% 11,851 $372K
Goodman Financial Corp 0.08% No change 11,822 $371K
FSA Advisors, Inc. 0.37% No change 10,358 $370K
Brookstone Capital Management 0.01% Add +0.9% 11,664 $366K
Fruth Investment Management 0.10% Reduce -4.3% 11,664 $366K
Pinnacle Financial Partners Inc 0.01% Reduce -3.5% 11,647 $366K
Ar Asset Management Inc. 0.08% No change 11,642 $365K
Capital Analysts, LLC 0.01% Add +6.5% 11,590 $364K
Allworth Financial LP 0.00% Reduce -7.5% 11,595 $364K
Augustine Asset Management Inc. 0.13% No change 11,536 $362K
Qtron Investments LLC 0.05% Reduce -52.0% 11,497 $361K
Centaurus Financial, Inc. 0.02% Reduce -2.1% 11,469 $360K
Sunbelt Securities, Inc. 0.04% Add +3.8% 11,459 $360K
Keystone Financial Group 0.05% Add +3.4% 11,391 $358K
Kingswood Wealth Advisors, LLC 0.03% Add +42.2% 11,375 $357K
Marcum Wealth, LLC 0.03% Reduce -8.4% 11,361 $357K
Plancorp, LLC 0.01% Add +0.3% 11,291 $354K
Nicholas Hoffman & Company, LLC. 0.01% Add +1.6% 11,289 $354K
Argent Trust Co 0.01% Reduce -17.3% 11,230 $353K
Roberts Glore & Co. Inc. 0.10% No change 11,194 $351K
Accel Wealth Management 0.13% Reduce -2.4% 11,176 $351K
Howland Capital Management LLC 0.02% Reduce -15.2% 11,134 $349K
Covenant Partners, LLC 0.10% Reduce -34.3% 11,080 $348K
UMB Bank, n.a. 0.01% Reduce -1.3% 11,021 $346K
LVW Advisors, LLC 0.04% Reduce -25.7% 11,004 $345K
Koshinski Asset Management, Inc. 0.03% Reduce -9.8% 10,994 $345K
Trust Point Inc. 0.03% Reduce -10.3% 10,990 $345K
FinTrust Capital Advisors, LLC 0.06% Add +2.5% 10,934 $343K
Alera Investment Advisors, LLC 0.04% Reduce -6.4% 10,914 $343K
Inscription Capital, LLC 0.05% Add +0.4% 10,887 $342K
Accurate Wealth Management, LLC 0.07% Reduce -0.6% 11,101 $341K
Rosenberg Matthew Hamilton 0.09% Reduce -1.8% 10,865 $341K
Foundations Investment Advisors, LLC 0.01% Add +0.1% 10,861 $341K
Bridge Creek Capital Management LLC 0.10% Add +14.8% 10,825 $340K
Cooper Financial Group 0.04% Reduce -51.7% 10,802 $339K
Winch Advisory Services, LLC 0.09% Add +1.1% 10,761 $338K
Silverlake Wealth Management LLC 0.13% Reduce -9.5% 10,708 $336K
Jacobi Capital Management LLC 0.03% Add +7.3% 10,661 $335K
Laird Norton Wetherby Trust Company, LLC 0.04% New 10,600 $333K
BSW Wealth Partners 0.05% Add +0.3% 10,595 $333K
Sage Rhino Capital LLC 0.07% Reduce -7.5% 10,587 $332K
WealthTrust Axiom LLC 0.10% Add +23.6% 10,555 $331K
Pekin Hardy Strauss, Inc. 0.04% Reduce -8.6% 10,546 $331K
B&D White Capital Company, LLC 0.06% New 10,500 $330K
Focus Financial Network, Inc. 0.01% Add +0.8% 10,496 $329K
Krilogy Financial LLC 0.02% Reduce -14.0% 10,450 $328K
Shayne & Jacobs, LLC 0.08% No change 10,446 $328K
Wealthspire Advisors, LLC 0.00% Reduce -9.0% 10,398 $326K
King Luther Capital Management Corp. 0.00% Reduce -17.9% 10,372 $326K
Perkins Capital Management Inc. 0.30% No change 10,350 $325K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -2.0% 10,376 $325K
IFP Advisors, Inc 0.01% Reduce -86.1% 10,343 $325K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.9% 10,339 $325K
Rothschild Wealth LLC 0.10% Reduce -40.1% 3,869 $324K
Lowe Brockenbrough & Co. Inc. 0.02% Add +1.0% 10,259 $322K
Fiduciary Trust Co 0.00% Reduce -2.4% 10,245 $322K
BancFirst Trust & Investment Management 0.11% Reduce -18.6% 10,232 $321K
First Hawaiian Bank 0.01% Reduce -35.1% 10,235 $321K
Summit X, LLC 0.08% Reduce -36.9% 8,873 $320K
Xcel Wealth Management, LLC 0.09% Add +1.0% 10,200 $320K
DF Dent & Co. Inc. 0.00% Add +17.9% 10,199 $320K
Berger Financial Group, Inc 0.02% Reduce -1.2% 10,192 $320K
American Trust Investment Advisors, LLC 0.13% Add +20.7% 10,140 $318K
MQS Management LLC 0.18% Reduce -12.1% 10,093 $317K
Crewe Advisors LLC 0.04% Add +1.3% 10,079 $316K
Capital Investment Counsel, Inc 0.05% No change 10,055 $316K
Hexagon Capital Partners LLC 0.06% Reduce -6.8% 10,034 $315K
Silvercrest Asset Management Group LLC 0.00% Add +1.4% 10,028 $315K
Lido Advisors, LLC 0.00% Add +13.7% 10,015 $314K
U S Global Investors Inc. 0.03% No change 10,000 $314K
Sweet Financial Partners, LLC 0.07% Reduce -1.4% 9,948 $312K
Arbor Capital Management Inc. 0.29% No change 9,721 $312K
McDonald Partners LLC 0.08% Reduce -34.3% 9,911 $311K
Ingalls & Snyder LLC 0.01% Add +46.2% 9,906 $311K
Moran Wealth Management, LLC 0.01% Reduce -95.5% 9,853 $309K
PICTET BANK & TRUST Ltd 0.31% Reduce -2.3% 9,825 $308K
Schwarz Dygos Wheeler Investment Advisors LLC 0.08% Reduce -9.2% 9,817 $308K
Confluence Wealth Services, Inc. 0.02% Reduce -1.3% 9,799 $308K
Winslow Asset Management Inc. 0.06% No change 9,762 $306K
180 Wealth Advisors, LLC 0.05% Add +0.7% 9,681 $304K
Eagle Rock Investment Company, LLC 0.05% Add +11.3% 9,598 $301K
Nations Financial Group Inc, /Ia/ 0.02% Add +12.2% 9,597 $301K
SJS Investment Consulting Inc. 0.05% New 9,523 $299K
Moloney Securities Asset Management, LLC 0.04% Reduce -0.4% 9,421 $296K
Titleist Asset Management, LLC 0.04% Reduce -0.7% 9,381 $294K
Keb Asset Management, LLC 0.09% No change 9,378 $294K
Calydon Capital 0.05% No change 8,142 $294K
Great Lakes Advisors, LLC 0.00% Reduce -0.5% 9,295 $292K
Stratos Wealth Advisors, LLC 0.01% Add +21.5% 9,282 $291K
Advisors Management Group Inc. 0.07% Reduce -0.8% 9,283 $291K
Axxcess Wealth Management, LLC 0.01% Reduce -3.9% 9,255 $291K
Federation des caisses Desjardins du Quebec 0.00% Reduce -8.2% 9,239 $290K
Financial Sense Advisors, Inc. 0.08% Reduce -32.3% 9,226 $290K
Financial Advocates Investment Management 0.02% Add +27.3% 9,196 $289K
Financial Strategies Group, Inc. 0.07% No change 9,000 $288K
Gladstone Institutional Advisory LLC 0.01% Reduce -55.8% 9,152 $287K
Integrated Investment Consultants, LLC 0.06% New 27,305 $286K
Net Worth Advisory Group 0.08% — 9,061 $284K
Hollencrest Capital Management 0.01% No change 9,000 $283K
Private Trust Co. NA 0.03% No change 8,972 $282K
Sivia Capital Partners, LLC 0.17% Add +6.4% 8,919 $280K
Goelzer Investment Management, Inc. 0.02% No change 8,909 $280K
Clarus Group, Inc. 0.12% Add +0.2% 8,884 $279K
Capital Markets Trading UK LLP 0.26% Reduce -20.2% 8,860 $278K
Lake Street Advisors Group, LLC 0.01% Reduce -7.0% 8,853 $278K
WESPAC Advisors SoCal, LLC 0.06% Add +8.7% 8,786 $276K
Essex Bank 0.07% Reduce -0.3% 8,702 $273K
Rathbones Group PLC 0.00% No change 8,637 $272K
Rehmann Capital Advisory Group 0.02% Reduce -5.6% 8,510 $271K
AlTi Global, Inc. 0.01% Add +2.3% 8,621 $271K
Goldstone Financial Group, LLC 0.05% Reduce -0.1% 8,600 $270K
CWA Asset Management Group, LLC 0.01% — 8,583 $269K
Phillips Wealth Planners LLC 0.26% Reduce -3.0% 8,705 $269K
Modera Wealth Management, LLC 0.00% Add +7.7% 8,554 $269K
Berkshire Asset Management LLC 0.01% No change 7,405 $267K
RFG Advisory, LLC 0.01% Add +18.1% 8,462 $266K
Bridges Investment Management Inc. 0.00% Reduce -2.2% 8,448 $265K
Eagle Asset Management Inc. 0.00% Add +10.8% 9,134 $264K
Glass Jacobson Investment Advisors llc 0.09% Reduce -4.8% 8,378 $263K
Successful Portfolios LLC 0.18% Reduce -1.3% 8,356 $262K
Belpointe Asset Management LLC 0.02% New 8,336 $262K
Sigma Investment Counselors Inc. 0.02% No change 8,334 $262K
Total Clarity Wealth Management, Inc. 0.08% New 8,334 $262K
United Community Bank 0.10% No change 8,282 $260K
Woodstock Corp. 0.03% No change 8,274 $260K
Oxford Financial Group, LTD. LLC 0.02% Reduce -1.1% 8,272 $260K
Lodestar Private Asset Management LLC 0.03% No change 8,271 $260K
Graypoint LLC 0.02% No change 8,261 $259K
Caldwell Trust Co 0.03% Add +0.0% 8,252 $259K
Perigon Wealth Management, LLC 0.01% Reduce -5.2% 8,197 $257K
NBT Bank, N.A. 0.02% Reduce -11.4% 8,194 $257K
Keebeck Wealth Management 0.04% Add +0.3% 8,179 $257K
Chiron Capital Management, LLC 0.22% New 8,089 $254K
WealthPlan Investment Management, LLC 0.03% Add +9.4% 8,065 $253K
Eight 31 Financial, LLC 0.20% Reduce -0.2% 8,044 $253K
Empire Financial Management Company, LLC 0.08% No change 8,037 $252K
Patton Albertson Miller Group, LLC 0.03% Reduce -1.8% 8,030 $252K
Brown Brothers Harriman & Co. 0.00% Reduce -17.1% 7,970 $250K
Nwam LLC 0.02% New 7,965 $250K
Clarius Group, LLC 0.02% Reduce -41.8% 7,969 $250K
Ascentis Independent Advisors 0.04% Reduce -11.8% 7,873 $247K
Prelude Capital Management, LLC 0.02% Reduce -51.8% 7,872 $247K
Delta Financial Group, Inc. 0.09% Reduce -2.0% 7,865 $247K
Chapin Davis, Inc. 0.08% Reduce -4.0% 7,863 $247K
Spire Wealth Management 0.01% Reduce -6.8% 7,851 $246K
Wealthcare Advisory Partners LLC 0.01% Reduce -9.2% 7,847 $246K
WP Advisors, LLC 0.09% Reduce -74.6% 7,799 $245K
Palogic Value Management, L.P. 0.10% No change 7,779 $244K
Cape Investment Advisory, Inc. 0.10% No change 7,757 $243K
Wealth Dimensions Group, Ltd. 0.06% Add +0.7% 7,755 $243K
Arete Wealth Advisors, LLC 0.02% Reduce -73.8% 7,759 $243K
Soltis Investment Advisors LLC 0.02% Add +20.8% 7,665 $241K
Powers Advisory Group, LLC 0.12% Add +1.6% 7,661 $240K
Hilltop Holdings Inc. 0.02% Reduce -28.8% 7,630 $240K
Orange Investment Advisors, Inc. 0.03% Reduce -11.6% 7,609 $239K
CRA Financial Services, LLC 0.04% No change 7,584 $238K
Peoples Bank 0.12% No change 7,567 $238K
Wedmont Private Capital 0.01% Add +1.7% 7,117 $236K
Summit Financial Wealth Advisors, LLC 0.04% New 7,461 $234K
Westover Capital Advisors, LLC 0.04% No change 7,400 $232K
Redwood Wealth Management Group, LLC 0.11% Reduce -2.0% 7,324 $230K
D'Orazio & Associates, Inc. 0.03% Reduce -7.5% 7,314 $230K
Bar Harbor Wealth Management 0.01% No change 7,303 $229K
United Asset Strategies, Inc. 0.02% Add +3.1% 7,268 $228K
PCG Wealth Advisors, LLC 0.09% New 7,266 $228K
Hendershot Investments Inc. 0.03% Reduce -9.1% 7,263 $228K
Formidable Asset Management, LLC 0.04% Reduce -25.4% 7,256 $228K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -9.8% 7,234 $227K
ProVise Management Group, LLC 0.02% Reduce -19.1% 7,233 $227K
Encompass Wealth Advisors, LLC 0.06% Add +0.3% 7,204 $226K
Estabrook Capital Management 0.03% No change 7,202 $226K
Liberty Wealth Management LLC 0.04% Add +0.0% 7,199 $226K
Atlantic Union Bankshares Corp 0.01% Reduce -13.7% 7,191 $226K
Alpha Cubed Investments, LLC 0.01% Reduce -12.9% 7,154 $225K
Tradition Wealth Management, LLC 0.02% Add +0.8% 7,146 $224K
First Citizens Bank & Trust Co. 0.00% Reduce -3.7% 7,085 $222K
Naples Money Management LLC 0.19% Add +2.6% 7,061 $222K
Keystone Wealth Services, LLC 0.06% Reduce -2.4% 7,053 $221K
Mid-American Wealth Advisory Group, Inc. 0.14% No change 7,050 $221K
Wealth Alliance, LLC 0.03% Reduce -0.4% 7,048 $221K
Visionary Wealth Advisors 0.01% Add +0.2% 7,027 $221K
Avantax Planning Partners, Inc. 0.01% Reduce -3.8% 7,027 $221K
PDS Planning, Inc 0.02% Reduce -14.4% 7,016 $220K
Waters Parkerson & Co., LLC 0.01% Reduce -4.1% 7,009 $220K
Sterling Investment Advisors, Ltd. 0.06% No change 7,000 $220K
Grey Ledge Advisors, LLC 0.06% Reduce -10.4% 6,998 $220K
Marex Group Ltd 0.01% New 6,972 $219K
North Point Portfolio Managers Corp. 0.04% No change 6,957 $218K
Pitcairn Co. 0.01% Reduce -44.2% 6,953 $218K
Mitchell McLeod Pugh & Williams Inc. 0.05% Reduce -3.7% 6,951 $218K
TruWealth Advisors, LLC 0.01% No change 6,936 $218K
SPC Financial, Inc. 0.02% Add +16.9% 6,897 $216K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% No change 6,884 $216K
Capital Group Private Client Services, Inc. 0.00% No change 6,861 $215K
Schnieders Capital Management LLC 0.04% New 6,800 $213K
Retirement Planning Co of New England, Inc. 0.10% Add +8.9% 6,664 $209K
IFG Advisors, LLC 0.04% No change 6,648 $209K
Philip James Wealth Mangement, LLC 0.03% Add +3.7% 6,633 $208K
AQR Capital Management 0.00% Reduce -29.1% 6,627 $208K
Traveka Wealth, LLC 0.11% Reduce -1.6% 6,616 $208K
Gardner Russo & Quinn 0.00% Add +0.9% 6,602 $207K
Optimum Investment Advisors 0.09% Reduce -10.8% 6,583 $207K
LongView Wealth Management 0.07% Reduce -8.4% 6,567 $206K
Cohen Capital Management, Inc. 0.03% No change 6,562 $206K
Means Investment Co., Inc. 0.02% Add +1.1% 6,543 $205K
WealthShield Partners, LLC 0.03% No change 6,542 $205K
Insight Wealth Partners, LLC 0.13% Reduce -1.7% 6,540 $205K
Mairs & Power Inc. 0.00% Reduce -56.2% 6,500 $204K
Duncker Streett & Co. Inc. 0.04% No change 6,480 $203K
DORCHESTER WEALTH MANAGEMENT Co 0.04% No change 6,475 $203K
Cadence Bank 0.01% Reduce -9.2% 6,426 $202K
PGIM Custom Harvest LLC 0.00% Add +0.1% 6,417 $201K
Advisory Alpha, LLC 0.01% Add +4.7% 6,411 $201K
DiNuzzo Private Wealth, Inc. 0.02% No change 6,405 $201K
Madison Park Capital Advisors, LLC 0.15% No change 6,385 $200K
Corsair Capital Management, L.P. 0.05% Reduce -48.8% 6,292 $198K
Ceeto Capital Group, LLC 0.07% No change 6,280 $197K
First Horizon Advisors, Inc. 0.01% Add +2.8% 6,006 $189K
CoreCap Advisors, LLC 0.01% New 6,001 $188K
PSI Advisors, LLC 0.06% Reduce -13.1% 5,983 $188K
Wellington Shields Capital Management, LLC 0.03% Add +1.7% 5,950 $187K
Smartleaf Asset Management LLC 0.02% Add +61.5% 5,920 $186K
Pin Oak Investment Advisors Inc. 0.16% Reduce -3.4% 5,607 $176K
Cromwell Holdings LLC 0.11% No change 5,588 $175K
Farther Finance Advisors, LLC 0.01% Reduce -3.0% 5,500 $173K
Peoples Financial Services Corp. 0.08% No change 5,349 $168K
Baldwin Wealth Partners LLC 0.01% Reduce -1.4% 5,200 $163K
TCTC Holdings, LLC 0.01% Reduce -5.5% 5,200 $163K
Sound Income Strategies, LLC 0.01% Add +70.6% 5,155 $162K
Asset Dedication, LLC 0.01% No change 5,152 $162K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -7.0% 5,000 $157K
Lindbrook Capital, LLC 0.01% Reduce -12.6% 4,998 $157K
Grove Bank & Trust 0.02% Add +6.0% 4,944 $155K
Hills Bank & Trust Co 0.01% No change 4,935 $155K
Bruce G. Allen Investments, LLC 0.12% Reduce -17.7% 4,894 $154K
Silver Oak Securities, Incorporated 0.02% Add +18.2% 4,769 $150K
Fourpath Capital Management, LLC 0.03% New 4,714 $148K
City Holding Co. 0.02% Reduce -28.3% 4,706 $148K
Edmond DE Rothschild Holding S.A. 0.00% No change 4,600 $144K
St Germain D J Co. Inc. 0.01% Add +9.0% 4,549 $143K
Bogart Wealth, LLC 0.01% Reduce -12.0% 4,541 $143K
Natixis 0.00% Add +64.8% 4,469 $140K
Ancora Advisors LLC 0.00% Reduce -1.0% 4,400 $138K
City State Bank 0.05% Reduce -7.3% 4,293 $135K
Addison Advisors LLC 0.04% Reduce -7.8% 4,284 $134K
Montag A & Associates Inc. 0.01% Add +1.2% 4,278 $134K
Resources Management Corp. /CT/ 0.02% No change 4,140 $130K
Atlas Capital Advisors Inc. 0.02% Reduce -58.0% 4,068 $128K
Dakota Community Bank & Trust NA 0.63% No change 4,020 $126K
Oakworth Capital, Inc. 0.01% No change 4,020 $126K
Armstrong Advisory Group, Inc. 0.01% Reduce -13.1% 3,976 $125K
Cullen/Frost Bankers, Inc. 0.00% Reduce -10.8% 3,938 $124K
Ransom Advisory, Ltd 0.06% No change 3,922 $123K
Eagle Bay Advisors LLC 0.05% Reduce -5.3% 3,920 $123K
First PREMIER Bank 0.03% No change 3,566 $112K
Tsfg, LLC 0.02% Add +1.1% 3,515 $110K
Barometer Capital Management Inc. 0.03% No change 3,450 $107K
Acropolis Investment Management, LLC 0.01% No change 3,268 $103K
GAMMA Investing LLC 0.01% Add +4.5% 3,236 $102K
AlphaMark Advisors, LLC 0.03% Reduce -21.3% 3,135 $98K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -3.1% 3,124 $98K
Anchor Investment Management, LLC 0.01% Add +58.7% 3,120 $98K
RE Dickinson Investment Advisors, LLC 0.05% No change 3,104 $97K
Signature Resources Capital Management, LLC 0.09% Reduce -13.9% 3,033 $95K
Key Financial Inc 0.02% No change 3,029 $95K
MCF Advisors LLC 0.01% Reduce -44.1% 3,023 $95K
Union Investments & Development Ltd. 0.56% No change 3,000 $94K
Princeton Global Asset Management LLC 0.02% No change 3,000 $94K
Delta Asset Management LLC 0.01% No change 2,911 $91K
Paradigm Asset Management Co. LLC 0.02% Reduce -14.7% 2,900 $91K
Future Financial Wealth Managment LLC 0.06% New 2,895 $91K
American National Bank & Trust 0.01% Reduce -83.8% 2,891 $91K
Sittner & Nelson, LLC 0.04% No change 2,881 $90K
Heritage Wealth Advisors 0.00% Add +11.8% 2,848 $89K
BOK Financial Private Wealth, Inc. 0.01% Reduce -28.9% 2,805 $88K
Salomon & Ludwin, LLC 0.01% No change 2,760 $87K
Avion Wealth 0.02% Reduce -11.1% 2,748 $86K
Steph & Co. 0.03% No change 2,692 $85K
Jaffetilchin Investment Partners, LLC 0.01% New 2,683 $84K
Kessler Investment Group, LLC 0.04% No change 2,682 $84K
Center for Financial Planning, Inc. 0.01% No change 2,654 $83K
Strengthening Families & Communities, LLC 0.02% Add +1.1% 2,650 $83K
Laurel Wealth Advisors LLC 0.01% Reduce -27.9% 2,641 $83K
Continuum Advisory, LLC 0.01% Reduce -24.9% 2,842 $83K
Silicon Valley Capital Partners 0.01% Add +1.4% 2,590 $81K
Vestor Capital, LLC 0.01% No change 2,573 $81K
Trust Co. of Vermont 0.00% Reduce -10.6% 2,539 $80K
ORG Partners LLC 0.01% Add +32.5% 2,533 $80K
Creative Financial Designs Inc. 0.01% Add +4.4% 2,496 $78K
Tradewinds Capital Management, LLC 0.02% Add +0.7% 2,488 $78K
McIlrath & Eck, LLC 0.01% Add +13.2% 2,487 $78K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,466 $77K
Bank Pictet & Cie (Europe) AG 0.00% New 2,450 $77K
Atwood & Palmer Inc. 0.01% No change 2,350 $74K
Beacon Capital Management, LLC 0.01% Add +56.3% 2,325 $73K
WFA Asset Management Corp 0.04% Add +2.7% 2,229 $70K
Toth Financial Advisory Corp. 0.01% No change 2,182 $68K
Truvestments Capital LLC 0.02% New 2,169 $68K
Adirondack Trust Co. 0.03% No change 2,160 $68K
Colonial Trust Co / SC 0.01% Reduce -40.7% 2,130 $67K
Arrow Financial Corp 0.01% No change 2,122 $67K
Smithfield Trust Co 0.00% No change 2,103 $65K
Indiana Trust & Investment Management Co 0.02% No change 2,034 $64K
Earned Wealth Advisors, LLC 0.02% New 2,000 $63K
Hartford Financial Management Inc. 0.01% No change 2,000 $63K
JTC Employer Solutions Trustee Ltd 0.00% No change 1,974 $62K
Creekmur Asset Management LLC 0.01% Reduce -18.0% 1,960 $62K
JFS Wealth Advisors, LLC 0.00% Reduce -18.4% 1,898 $60K
Strategic Investment Solutions, Inc. 0.02% Reduce -8.7% 1,896 $60K
Christopher J. Hasenberg, Inc 0.02% Add +5.8% 1,826 $58K
Frazier Financial Advisors, LLC 0.05% Reduce -11.4% 1,850 $58K
DT Investment Partners, LLC 0.00% No change 1,829 $57K
Perritt Capital Management Inc 0.03% No change 1,818 $57K
Westside Investment Management, Inc. 0.01% No change 1,811 $57K
Brown, Lisle/Cummings, Inc. 0.02% Add +2.6% 1,765 $55K
Nisa Investment Advisors, LLC 0.00% Add +21.4% 1,700 $53K
Barrett & Company, Inc. 0.02% Add +0.3% 1,602 $50K
Versant Capital Management, Inc 0.01% Add +26150.0% 1,575 $49K
Valley National Advisers Inc. 0.01% No change 1,573 $49K
Twin Lakes Capital Management, LLC 0.03% Reduce -19.2% 1,560 $49K
Compass Wealth Management LLC 0.01% No change 1,534 $48K
Coastline Trust Co 0.01% New 1,530 $48K
Coston, McIsaac & Partners 0.01% No change 1,541 $48K
Basso Capital Management, L.P. 0.04% No change 1,500 $47K
Colonial Trust Advisors 0.00% No change 1,500 $47K
Tompkins Financial Corp. 0.00% No change 1,488 $47K
First Command Advisory Services, Inc. 0.00% No change 1,477 $46K
WR Wealth Planners, LLC 0.01% Reduce -15.1% 1,412 $44K
Pingora Partners LLC 0.03% No change 1,391 $44K
TD Waterhouse Canada Inc. 0.00% No change 1,341 $43K
Slocum, Gordon & Co LLP 0.02% No change 1,340 $42K
Abich Financial Wealth Management LLC 0.09% Reduce -38.1% 1,334 $42K
Ashton Thomas Securities, LLC 0.01% New 1,314 $41K
JCIC Asset Management Inc. 0.02% No change 1,280 $40K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,277 $40K
Sandy Spring Bank 0.00% Add +2.0% 1,251 $39K
Rise Advisors, LLC 0.02% Add +2.6% 1,248 $39K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -7.8% 1,253 $39K
Gen-Wealth Partners Inc 0.02% Reduce -6.9% 1,340 $39K
Oarsman Capital, Inc. 0.01% New 1,200 $38K
Arax Advisory Partners 0.00% Reduce -17.7% 1,197 $38K
Concord Wealth Partners 0.01% Add +3.5% 1,177 $37K
Old Second National Bank of Aurora 0.01% No change 1,165 $37K
Northwest Financial Advisors 0.03% New 1,158 $36K
GPS Wealth Strategies Group, LLC 0.00% Add +0.9% 1,158 $36K
Bangor Savings Bank 0.00% No change 1,151 $36K
Guardian Wealth Management, Inc. 0.03% Add +0.1% 1,131 $36K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,120 $35K
Sawyer & Company, Inc 0.01% Reduce -16.0% 1,104 $35K
Godsey & Gibb, Inc. 0.00% Add +9.2% 1,096 $34K
Koesten, Hirschmann & Crabtree, INC. 0.02% No change 1,095 $34K
Quent Capital, LLC 0.00% No change 1,058 $33K
Brooklyn Investment Group 0.01% New 1,036 $33K
Northwest Investment Counselors, LLC 0.01% New 1,033 $32K
Chilton Capital Management LLC 0.00% No change 1,025 $32K
Salem Investment Counselors Inc. 0.00% No change 1,020 $32K
Briaud Financial Planning Inc 0.02% No change 1,040 $32K
Chelsea Counsel Co. 0.02% No change 1,000 $31K
Monetary Management Group Inc. 0.01% Reduce -42.9% 1,000 $31K
Kelly Lawrence W & Associates Inc. 0.01% Reduce -21.1% 971 $30K
Carolinas Wealth Consulting LLC 0.01% Reduce -12.0% 964 $30K
GHP Investment Advisors, Inc. 0.00% No change 937 $29K
West Branch Capital LLC 0.01% Add +0.2% 903 $28K
Webster Bank, N. A. 0.00% Add +400.6% 901 $28K
Carmichael Hill & Associates, Inc. 0.01% No change 882 $28K
New England Capital Financial Advisors LLC 0.01% No change 873 $27K
Wintrust Investments LLC 0.02% Reduce -93.0% 868 $27K
Global Financial Private Client, LLC 0.01% No change 852 $27K
Pinnacle Holdings, LLC 0.01% New 838 $26K
PFS Partners, LLC 0.01% No change 830 $26K
Ruedi Wealth Management, Inc. 0.01% No change 823 $26K
TD Capital Management LLC 0.00% Add +13.9% 820 $26K
CNB Bank 0.01% Reduce -15.5% 820 $26K
WASHINGTON TRUST Co 0.00% No change 819 $26K
Centerpoint Advisors, LLC 0.01% No change 788 $25K
New Millennium Group LLC 0.02% Add +1.4% 787 $25K
Beaird Harris Wealth Management, LLC 0.00% Reduce -61.2% 786 $25K
LRI Investments, LLC 0.00% No change 834 $24K
Miller Wealth Advisors, LLC 0.01% Add +2.1% 769 $24K
SOA Wealth Advisors, LLC. 0.00% No change 765 $24K
Community Bank, N.A. 0.00% No change 738 $23K
Pinnacle Bancorp, Inc. 0.01% Add +49.0% 687 $22K
Stephens Consulting, LLC 0.01% No change 685 $22K
Financial Perspectives, Inc 0.01% No change 680 $21K
Farmers & Merchants Investments Inc. 0.00% Reduce -26.3% 655 $21K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 650 $20K
Covestor Ltd 0.01% Reduce -68.6% 644 $20K
CoreFirst Bank & Trust 0.01% New 628 $20K
WealthCollab, LLC 0.01% Reduce -12.4% 627 $20K
Federated Hermes, Inc. 0.00% Add +22.2% 621 $19K
WFA of San Diego, LLC 0.02% No change 613 $19K
First United Bank & Trust 0.01% No change 600 $19K
Arlington Trust Co LLC 0.00% No change 594 $19K
Harbor Investment Advisory, LLC 0.00% Reduce -65.5% 588 $18K
Ulland Investment Advisors, LLC 0.01% No change 575 $18K
Operose Advisors LLC 0.01% No change 567 $18K
GoalVest Advisory LLC 0.00% No change 545 $17K
Kozak & Associates, Inc. 0.00% Add +0.7% 553 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -42.2% 528 $17K
Parkside Financial Bank & Trust 0.00% Add +66.3% 519 $16K
Hara Capital LLC 0.01% New 510 $16K
Lowe Wealth Advisors, LLC 0.01% No change 500 $16K
Sachetta, LLC 0.01% Add +400.0% 500 $16K
Spectrum Wealth Counsel, LLC 0.00% Add +25.0% 500 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 483 $15K
EnRich Financial Partners LLC 0.01% No change 475 $15K
Financial Management Professionals, Inc. 0.00% Reduce -29.1% 446 $14K
CKW Financial Group 0.00% Add +0.5% 431 $14K
Birchbrook, Inc. 0.01% No change 428 $13K
Glen Eagle Advisors, LLC 0.00% Add +1.4% 422 $13K
Bank & Trust Co 0.01% No change 420 $13K
William B. Walkup & Associates, Inc. 0.01% No change 407 $13K
Independence Bank of Kentucky 0.00% Reduce -68.8% 405 $13K
Clear Point Advisors Inc. 0.01% No change 400 $13K
Mb, Levis & Associates, LLC 0.01% No change 400 $13K
Motco 0.00% Reduce -11.4% 390 $12K
Mendota Financial Group, LLC 0.01% Add +6.7% 385 $12K
Plante Moran Financial Advisors, LLC 0.00% Add +17.1% 384 $12K
GW&K Investment Management, LLC 0.00% No change 372 $12K
Nemes Rush Group LLC 0.00% No change 313 $12K
Uncommon Cents Investing LLC 0.00% New 362 $11K
Flaharty Asset Management, LLC 0.00% New 360 $11K
REAP Financial Group, LLC 0.00% Add +10.6% 354 $11K
Iron Horse Wealth Management, LLC 0.00% No change 343 $11K
Financial Network Wealth Advisors LLC 0.01% Add +1.2% 340 $11K
Tidemark, LLC 0.00% Add +1.5% 337 $11K
West Paces Advisors Inc. 0.00% No change 325 $10K
Founders Capital Management 0.01% No change 323 $10K
Albion Financial Group 0.00% No change 316 $10K
Provenance Wealth Advisors, LLC 0.00% No change 310 $10K
HHM Wealth Advisors, LLC 0.00% No change 306 $10K
Hobbs Group Advisors, LLC 0.00% No change 300 $9K
M&R Capital Management Inc. 0.00% Add +50.0% 300 $9K
CGC Financial Services, LLC 0.00% No change 296 $9K
Citizens National Bank Trust Department 0.00% No change 295 $9K
MV Capital Management, Inc. 0.00% Add +97.3% 288 $9K
Richardson Financial Services Inc. 0.01% Add +100.0% 262 $9K
MidAtlantic Capital Management, Inc. 0.01% No change 272 $9K
Park Place Capital Corp 0.00% No change 258 $8K
Valued Wealth Advisors LLC 0.01% Reduce -2.6% 258 $8K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 250 $8K
Clean Yield Group 0.00% No change 250 $8K
Redmont Wealth Advisors LLC 0.01% No change 245 $8K
Gold Investment Management Ltd. 0.00% Add +1.8% 232 $7K
Prestige Wealth Management Group LLC 0.00% No change 226 $7K
Rakuten Securities, Inc. 0.00% Add +1546.2% 214 $7K
Claris Advisors, LLC / Mo / 0.00% New 200 $6K
Global Trust Asset Management, LLC 0.00% New 200 $6K
Cassady Schiller Wealth Management, LLC 0.00% No change 200 $6K
True Wealth Design, LLC 0.00% Reduce -8.6% 170 $5K
Ameritas Investment Partners, Inc. 0.00% Add +1.8% 167 $5K
TruNorth Capital Management, LLC 0.00% New 165 $5K
AllSquare Wealth Management LLC 0.00% No change 164 $5K
Caldwell Sutter Capital, Inc. 0.00% Reduce -81.3% 161 $5K
Walleye Trading LLC 0.00% Reduce -99.9% 157 $5K
MeadowBrook Investment Advisors LLC 0.00% No change 150 $5K
Davis Capital Management 0.00% No change 150 $5K
Your Advocates Ltd., LLP 0.00% No change 150 $5K
Bellevue Asset Management, LLC 0.00% No change 150 $5K
Pineridge Advisors LLC 0.00% Add +1.4% 141 $4K
Oliver Lagore Vanvalin Investment Group 0.00% No change 128 $4K
Main Street Group, LTD 0.00% Reduce -37.1% 127 $4K
Mark Sheptoff Financial Planning, LLC 0.00% Reduce -99.6% 100 $4K
Knights of Columbus Asset Advisors LLC 0.00% New 109 $3K
Hoertkorn Richard Charles 0.00% No change 100 $3K
Tanglewood Legacy Advisors, LLC 0.00% No change 100 $3K
Towne Trust Company, N.A 0.00% No change 100 $3K
Morton Brown Family Wealth, LLC 0.00% New 100 $3K
Mfa Wealth Advisors, LLC 0.00% No change 100 $3K
JNBA Financial Advisors 0.00% Add +62.3% 99 $3K
Hemington Wealth Management 0.00% New 120 $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% Reduce -50.6% 39 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +41.8% 78 $2K
Wiser Advisor Group LLC 0.00% No change 75 $2K
Highline Wealth Partners LLC 0.00% Reduce -14.3% 66 $2K
TFC Financial Management, Inc. 0.00% No change 57 $2K
CVA Family Office, LLC 0.00% Reduce -1.8% 56 $2K
Western Pacific Wealth Management, LP 0.00% Add +4.0% 52 $2K
Financial Freedom, LLC 0.00% Add +2.0% 51 $2K
Pacific Center for Financial Services 0.00% No change 50 $2K
Cornerstone Planning Group LLC 0.00% Add +145.0% 49 $1K
Ridgewood Investments LLC 0.00% Reduce -2.2% 44 $1K
SWAN Capital LLC 0.00% No change 43 $1K
ClariVest Asset Management LLC 0.00% No change 37 $1K
Abound Wealth Management 0.00% Add +583.3% 41 $1K
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
Ogorek Anthony Joseph /NY/ 0.00% New 37 $1K
Bell Investment Advisors, Inc 0.00% No change 26 $817
Planned Solutions, Inc. 0.00% New 22 $691
Transcendent Capital Group LLC 0.00% No change 21 $669
Sugarloaf Wealth Management, LLC 0.00% No change 12 $377
Legacy Investment Solutions, LLC 0.00% — 10 $286
Legacy Wealth Managment, LLC 0.00% — 10 $286

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