BP PLC-Spons ADRBP

13F holders, Q1 2026 (March 31)
1,264holders +113
213new positions
86sold out
10famous investors
$46.99avg. 13F price*

At the end of Q1 2026, 1,264 institutions reported holding BP PLC-Spons ADR (BP) in their 13F filings, up 113 from Q4 2025. 213 opened new positions and 86 sold out. The largest holders were Fisher Asset Management ($3.1B), Dimensional Fund Advisors LP ($841.6M) and Acadian Asset Management LLC ($838.0M). 10 famous investors held it, including Ken Fisher (1.1% of Fisher Asset Management's portfolio), Steve Cohen (0.5% of Point72 Asset Management's portfolio) and Israel Englander (0.3% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions213$1.3B
Exits86$477.7M

All 13F filers, Q4 2025 → Q1 2026: 84,442,909 shares bought and 52,914,885 shares sold, net +31,528,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,264 holders

Fisher Asset Management 1.06% Add +0.3% 66,622,798 $3.1B
Dimensional Fund Advisors LP 0.17% Add +8.6% 17,905,444 $841.6M
Acadian Asset Management LLC 1.19% Add +71.8% 17,831,964 $838.0M
State Street Corp. 0.03% Reduce -12.1% 16,223,388 $762.5M
Capital World Investors 0.10% New 15,908,895 $747.7M
Arrowstreet Capital, Limited Partnership 0.33% Add +121.9% 12,813,984 $602.3M
Goldman Sachs Group Inc. 0.07% Add +7.8% 10,575,071 $497.0M
Morgan Stanley 0.03% Add +9.4% 10,049,509 $472.3M
BlackRock, Inc. 0.01% Reduce -9.2% 9,793,006 $460.3M
Millennium Management 0.29% Add +99.7% 7,799,720 $366.6M
BNP Paribas Financial Markets 0.21% Add +100.5% 6,573,902 $309.0M
GQG Partners LLC 0.41% New 5,462,538 $256.7M
Point72 Asset Management 0.46% Add +250.2% 5,354,731 $251.7M
Royal Bank of Canada 0.04% Reduce -29.5% 4,967,197 $233.5M
Citadel Advisors 0.16% Add +82.3% 4,670,938 $219.5M
Bank of Montreal 0.09% Add +636.2% 4,621,966 $217.2M
Mondrian Investment Partners LTD 3.23% Reduce -0.8% 4,599,385 $216.2M
Raymond James Financial Inc. 0.06% Add +49.2% 4,257,907 $200.1M
Altrinsic Global Advisors LLC 6.26% Reduce -9.4% 3,719,944 $174.8M
LMR Partners LLP 2.02% Reduce -3.6% 3,608,505 $169.6M
Merewether Investment Management, LP 3.22% Add +17.7% 3,541,397 $166.4M
Bank of America Corp. 0.01% Reduce -13.6% 3,534,571 $166.1M
JPMorgan Chase & Co. 0.01% Add +159.4% 2,696,587 $127.7M
Northern Trust Corp. 0.02% Reduce -11.7% 2,697,285 $126.8M
Voloridge Investment Management, LLC 0.51% Add +12.5% 2,696,678 $126.7M
Deutsche Bank AG 0.04% Add +65.3% 2,689,247 $126.4M
Freestone Grove Partners LP 0.90% Add +6.7% 2,642,602 $124.2M
Sei Investments Co. 0.11% Add +48.7% 2,582,844 $121.4M
UBS Group AG 0.02% Reduce -3.3% 2,309,892 $108.6M
American Century Companies Inc. 0.05% Add +29.4% 2,219,203 $104.3M
Barclays PLC 0.04% Add +228.8% 2,205,382 $103.7M
FMR LLC 0.01% Add +13.3% 2,178,159 $102.4M
Wells Fargo & Company 0.02% Add +15.7% 2,159,366 $101.5M
Ruffer LLP 4.05% Reduce -6.2% 2,098,006 $98.9M
Franklin Resources Inc. 0.02% Reduce -13.3% 2,015,913 $94.7M
Qube Research & Technologies Ltd 0.13% Reduce -18.2% 1,950,584 $91.7M
Alyeska Investment Group, L.P. 0.25% Add +54.9% 1,902,306 $89.4M
Sound Shore Management Inc 2.63% Reduce -14.5% 1,671,683 $78.6M
Natixis Advisors, LLC 0.11% Reduce -10.9% 1,644,537 $77.3M
National Bank of Canada 0.08% Reduce -70.6% 1,568,509 $73.7M
Renaissance Technologies 0.11% Reduce -42.4% 1,532,985 $72.1M
Jones Financial Companies LLLP 0.03% Add +865.3% 1,470,184 $68.6M
LPL Financial LLC 0.02% Add +3.1% 1,451,969 $68.2M
Citigroup Inc. 0.04% Add +966.7% 1,351,890 $63.5M
Russell Investments Group, Ltd. 0.06% Add +103.4% 1,218,503 $57.4M
Manufacturers Life Insurance Company, The 0.05% Add +0.7% 1,210,125 $56.9M
Castle Hook Partners LP 1.07% New 1,123,129 $52.8M
Engineers Gate Manager LP 0.63% Add +1067.0% 1,064,631 $50.0M
Nomura Asset Management International Inc. 0.08% Add +197.2% 1,050,054 $49.4M
Verition Fund Management LLC 0.49% Add +51.4% 1,022,048 $48.0M
Envestnet Asset Management Inc. 0.01% Add +5.6% 1,021,603 $48.0M
Causeway Capital Management LLC 0.58% Reduce -39.2% 997,934 $46.9M
Ameriprise Financial Inc. 0.01% Add +17.1% 952,078 $44.8M
Yaupon Capital Management LP 2.20% Reduce -57.5% 948,265 $44.6M
Milford Funds Ltd. 0.87% Add +266.7% 880,000 $41.4M
New York State Common Retirement Fund 0.05% Add +59.8% 817,739 $38.4M
Stifel Financial Corp. 0.03% Reduce -15.3% 776,217 $36.5M
Capital Fund Management S.A. 0.30% Add +1.5% 721,394 $33.9M
Walleye Trading LLC 0.69% Add +312.4% 709,098 $33.3M
PNC Financial Services Group, Inc. 0.02% Reduce -0.8% 701,446 $33.0M
Marshall Wace, LLP 0.04% Reduce -10.7% 697,141 $32.8M
Abc Arbitrage SA 4.23% Add +82.4% 676,595 $31.8M
Assenagon Asset Management S.A. 0.05% Reduce -43.3% 647,120 $30.4M
Rockefeller Capital Management L.P. 0.05% Reduce -1.9% 624,836 $29.4M
Kahn Brothers Group Inc. 5.18% Reduce -40.1% 622,256 $29.2M
Cetera Investment Advisers 0.03% Add +17.9% 600,701 $28.2M
Public Employees Retirement System of Ohio 0.09% New 598,635 $28.1M
Goodlander Investment Management, LLC 9.43% New 579,945 $27.3M
Jain Global LLC 0.37% Add +4386.0% 579,681 $27.2M
Huber Capital Management LLC 4.13% Add +0.9% 568,233 $26.7M
Generate Investment Management Ltd 1.30% New 563,151 $26.5M
Invesco Ltd. 0.00% Reduce -3.8% 538,548 $25.3M
Cerity Partners LLC 0.04% Reduce -21.1% 533,526 $25.1M
Van Eck Associates Corp. 0.02% Add +82.8% 525,103 $24.7M
Two Sigma Investments, LP 0.02% New 518,925 $24.4M
Quadrature Capital Ltd 0.28% Add +337.4% 508,766 $23.9M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -79.8% 494,909 $23.3M
Calamos Advisors LLC 0.12% No change 475,000 $22.3M
DRW Securities, LLC 1.21% Add +107.1% 473,921 $22.3M
Commonwealth Equity Services, LLC 0.03% Reduce -26.1% 463,497 $21.8M
Wilkins Investment Counsel Inc. 3.12% Reduce -6.8% 463,342 $21.8M
US Bancorp \de 0.03% Reduce -1.6% 461,282 $21.7M
Kornitzer Capital Management Inc. 0.47% Reduce -0.9% 459,089 $21.6M
Aquatic Capital Management LLC 0.59% Add +44.1% 438,288 $20.6M
Bank of New York Mellon Corp 0.00% Add +20.7% 432,646 $20.3M
Nan Shan Life Insurance Co., Ltd. 0.71% Reduce -31.1% 416,772 $19.6M
Tower Research Capital LLC (TRC) 0.51% Add +31.9% 414,562 $19.5M
Charles Schwab Investment Management Inc. 0.00% Add +19.1% 410,210 $19.3M
Mariner, LLC 0.02% Add +4.0% 395,473 $18.6M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -27.8% 390,000 $18.3M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -25.4% 380,437 $17.9M
Cibc World Market Inc. 0.03% Reduce -4.6% 379,713 $17.8M
Balyasny Asset Management L.P. 0.04% Reduce -70.7% 370,338 $17.4M
Osaic Holdings, Inc. 0.03% Add +3.6% 364,615 $17.1M
Bollard Group LLC 0.52% Add +0.8% 360,216 $16.9M
SPX Gestao de Recursos Ltda 1.39% Reduce -32.3% 354,344 $16.7M
Pacific Heights Asset Management LLC 0.55% No change 350,000 $16.4M
Gabelli Funds LLC 0.11% Reduce -11.3% 348,100 $16.4M
Sagefield Capital LP 1.17% Reduce -29.8% 346,278 $16.3M
Old Mission Capital LLC 0.38% Reduce -62.5% 339,572 $16.0M
Walleye Capital LLC 0.11% Add +21.7% 338,168 $15.9M
Focus Partners Wealth 0.02% Add +8.1% 321,062 $15.8M
Waverly Advisors, LLC 0.12% Add +11.0% 333,788 $15.7M
Creative Planning 0.01% Add +4.2% 333,060 $15.7M
Trexquant Investment LP 0.11% Add +271.8% 320,663 $15.1M
First Trust Advisors LP 0.01% Add +115.2% 319,570 $15.0M
Commerce Bank 0.07% Add +429.4% 319,432 $15.0M
Tudor Investment Corporation 0.08% Add +64.1% 309,797 $14.6M
M&T Bank Corp 0.05% Add +1.6% 306,393 $14.4M
Dupree Financial Group, LLC 5.65% Reduce -23.7% 298,462 $14.0M
Euro Pacific Asset Management, LLC 1.39% Add +0.0% 362,210 $14.0M
Wedge Capital Management L L P 0.26% Add +3.0% 295,537 $13.9M
O'shaughnessy Asset Management, LLC 0.07% Add +13.0% 291,977 $13.7M
Willis Johnson & Associates, Inc. 0.80% Reduce -9.6% 290,545 $13.7M
HighTower Advisors, LLC 0.01% Reduce -3.5% 279,366 $13.1M
Neuberger Berman Group LLC 0.01% Add +156.3% 277,306 $13.0M
Altrius Capital Management Inc 2.55% Reduce -1.2% 272,176 $12.8M
Quantinno Capital Management LP 0.02% Add +19.8% 271,825 $12.8M
Americana Partners, LLC 0.32% No change 262,644 $12.3M
Curi Capital, LLC 0.22% Reduce -1.0% 258,176 $12.1M
Wallington Asset Management, LLC 1.59% Reduce -3.7% 255,246 $12.0M
Captrust Financial Advisors 0.02% Add +79.7% 254,622 $12.0M
Oppenheimer & Co. Inc. 0.14% New 249,233 $11.7M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -13.8% 239,574 $11.3M
Baird Financial Group, Inc. 0.02% Reduce -1.5% 237,726 $11.2M
Pathstone Holdings, LLC 0.04% Reduce -29.3% 227,805 $10.7M
Assetmark, Inc. 0.02% Add +3.1% 226,848 $10.7M
Empyrean Capital Partners, LP 0.37% New 220,000 $10.3M
Janney Montgomery Scott LLC 0.03% Reduce -2.2% 216,059 $10.2M
NewEdge Advisors, LLC 0.04% Add +21.4% 207,615 $9.8M
Canal Insurance CO 2.02% No change 200,000 $9.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% New 196,553 $9.2M
Brown Advisory Inc. 0.01% Reduce -3.2% 189,887 $8.9M
Lazari Capital Management, Inc. 3.07% Reduce -6.1% 186,626 $8.8M
Kestra Advisory Services, LLC 0.03% Add +36.5% 178,384 $8.4M
Steward Partners Investment Advisory, LLC 0.04% Add +247.1% 178,243 $8.4M
Auxier Asset Management LLC 1.19% Reduce -0.2% 176,962 $8.3M
CI Investments Inc. 0.04% Reduce -15.4% 174,653 $8.2M
Hennessy Advisors Inc. 0.28% Add +3.5% 166,700 $7.8M
Clifford Swan Investment Counsel LLC 0.26% Reduce -3.7% 161,400 $7.6M
Financial Sense Advisors, Inc. 1.74% Reduce -72.4% 159,707 $7.5M
Lighthouse Investment Partners, LLC 0.27% New 154,423 $7.3M
Truist Financial Corp. 0.01% Add +12.0% 154,302 $7.3M
Bleakley Financial Group, LLC 0.11% Add +54.1% 152,810 $7.2M
Hudson Bay Capital Management LP 0.05% Reduce -96.6% 151,938 $7.1M
DAVENPORT & Co LLC 0.04% Reduce -1.4% 151,812 $7.1M
Butensky & Cohen Financial Security, Inc. 1.86% Add +3.1% 150,500 $7.1M
Brooklyn Investment Group 0.22% Add +60.5% 149,616 $7.0M
Campbell & CO Investment Adviser LLC 0.40% New 149,442 $7.0M
Readystate Asset Management LP 0.71% New 146,696 $6.9M
Todd Asset Management LLC 0.13% Add +2.2% 143,935 $6.8M
IMC-Chicago, LLC 0.10% Add +508.6% 143,928 $6.8M
Teachers Retirement System of the State of Kentucky 0.05% Add +2.2% 142,920 $6.7M
Yarbrough Capital, LLC 0.23% No change 139,850 $6.6M
Larson Financial Group LLC 0.21% Add +12.1% 137,404 $6.5M
Quantbot Technologies LP 0.26% Add +292.3% 137,145 $6.4M
AQR Capital Management 0.00% Add +38.7% 136,217 $6.4M
Vestmark Advisory Solutions, Inc. 0.07% Add +4.9% 133,832 $6.3M
QRG Capital Management, Inc. 0.06% Add +12.9% 132,513 $6.2M
Mercer Global Advisors Inc. 0.01% Reduce -0.9% 131,490 $6.2M
Advocate Group LLC 0.96% Reduce -0.8% 131,103 $6.2M
Columbia Asset Management 1.16% Add +2.7% 129,274 $6.1M
Crossmark Global Holdings, Inc. 0.09% Reduce -15.3% 128,961 $6.1M
Corient Private Wealth LP 0.01% Reduce -11.2% 135,165 $6.0M
Covalis Capital LLP 0.37% New 126,525 $5.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.6% 123,338 $5.8M
Transmarket Holdings LP 3.04% Reduce -11.0% 120,982 $5.7M
Neville Rodie & Shaw Inc. 0.41% Reduce -0.2% 120,386 $5.7M
Blair William & Co. 0.02% Reduce -47.5% 120,032 $5.6M
Parallax Volatility Advisers, L.P. 0.31% Add +151.0% 122,825 $5.6M
Private Advisor Group, LLC 0.03% Reduce -13.6% 118,774 $5.6M
Clearbridge Investments, LLC 0.00% Reduce -94.9% 118,247 $5.6M
Y-Intercept (Hong Kong) Ltd 0.10% Reduce -68.8% 116,294 $5.5M
Blackstone Inc. 0.02% Reduce -6.8% 113,595 $5.3M
Jackson Hole Capital Partners, LLC 0.88% Add +3.0% 112,838 $5.3M
Kestra Private Wealth Services, LLC 0.07% Add +1.4% 112,741 $5.3M
Corigliano Investment Advisers, LLC 2.06% New 112,000 $5.3M
Hayek Kallen Investment Management 1.71% New 112,001 $5.3M
MML Investors Services, LLC 0.01% Reduce -31.2% 111,699 $5.2M
Aventail Capital Group, LP 0.25% Add +131.2% 111,632 $5.2M
Amova Asset Management Americas, Inc. 0.07% Add +62.7% 111,261 $5.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +62.7% 111,261 $5.2M
Optiver Holding B.V. 0.20% Reduce -69.6% 110,993 $5.2M
Ashton Thomas Private Wealth, LLC 0.12% Add +0.0% 110,867 $5.2M
Stamos Capital Partners, L.P. 0.81% Reduce -56.8% 110,421 $5.2M
Ritholtz Wealth Management 0.09% Add +19.4% 109,418 $5.1M
D. E. Shaw & Co. 0.00% New 109,152 $5.1M
SG Americas Securities, LLC 0.01% Reduce -16.0% 108,934 $5.1M
ExodusPoint Capital Management, LP 0.05% New 106,183 $5.0M
J.W. Cole Advisors, Inc. 0.17% Reduce -3.1% 106,117 $5.0M
Baker Ellis Asset Management LLC 0.58% Reduce -3.7% 104,800 $4.9M
Diversified Trust Co. 0.09% Add +388.1% 102,973 $4.8M
BBR Partners, LLC 0.27% No change 102,594 $4.8M
Hantz Financial Services, Inc. 0.07% Add +24.4% 102,176 $4.8M
Prospera Financial Services Inc 0.08% Reduce -38.1% 101,581 $4.8M
D.A. Davidson & Co. 0.03% Reduce -0.6% 98,918 $4.6M
Community Trust & Investment Co. 0.25% Reduce -1.2% 98,235 $4.6M
Bfsg, LLC 0.43% Add +0.1% 97,041 $4.6M
Cwm, LLC 0.01% Add +8.5% 94,743 $4.5M
SouthState Bank Corp 0.21% Add +0.8% 94,353 $4.4M
Oppenheimer Asset Management Inc. 0.05% New 93,777 $4.4M
Encore Global Management, LP 3.08% — 93,750 $4.4M
Meyer Handelman Co. 0.14% Reduce -0.4% 93,256 $4.4M
Tidal Investments LLC 0.01% Add +5.1% 93,052 $4.4M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -0.8% 91,447 $4.3M
Scotia Capital Inc. 0.02% Reduce -55.3% 90,148 $4.2M
Huntington National Bank 0.03% Add +12.8% 89,633 $4.2M
Glenmede Trust Co. NA 0.02% Add +140.1% 85,516 $4.0M
Cary Street Partners Financial LLC 0.10% Add +5.5% 85,078 $4.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 84,372 $4.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -98.5% 83,657 $3.9M
TrueMark Investments, LLC 0.76% New 83,187 $3.9M
Opal Capital LLC 0.69% New 83,187 $3.9M
Harbour Investments, Inc. 0.06% Add +27.3% 83,119 $3.9M
Capital International Sarl 0.06% New 80,054 $3.8M
Carolina Wealth Advisors, LLC 1.56% Add +4506.1% 79,594 $3.7M
Evergreen Capital Management LLC 0.08% Reduce -0.4% 77,989 $3.7M
Murphy, Middleton, Hinkle & Parker, Inc. 1.66% Add +199.5% 76,412 $3.6M
Lee Danner & Bass Inc. 0.22% Reduce -4.0% 75,530 $3.5M
&partners 0.02% Add +4.3% 73,788 $3.5M
Inlight Wealth Management, LLC 1.27% Reduce -3.1% 73,227 $3.4M
Immersion Capital LLP 5.29% No change 70,776 $3.3M
Arkadios Wealth Advisors 0.05% Add +15.2% 69,950 $3.3M
Quotient Wealth Partners, LLC 0.08% Add +0.9% 67,754 $3.2M
Choate Investment Advisors 0.06% Add +2.2% 67,697 $3.2M
Keybank National Association 0.01% Add +8.4% 65,558 $3.1M
Rothschild Investment LLC 0.16% Reduce -11.9% 64,882 $3.0M
NewEdge Wealth, LLC 0.04% Reduce -14.5% 64,821 $3.0M
TD Private Client Wealth LLC 0.06% Reduce -7.7% 62,984 $3.0M
Heritage Trust Co 0.29% Add +0.2% 62,504 $2.9M
Azimuth Capital Investment Management LLC 0.11% Add +0.5% 62,406 $2.9M
44 Wealth Management LLC 1.02% Reduce -19.9% 62,123 $2.9M
Delta Capital Management LLC 1.62% No change 61,760 $2.9M
Spirit of America Management Corp. 0.57% No change 61,361 $2.9M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -32.0% 60,825 $2.9M
CIBC Bancorp USA Inc. 0.00% — 60,973 $2.9M
South Dakota Investment Council 0.05% Reduce -33.5% 60,010 $2.8M
Sharpepoint LLC 1.66% Reduce -4.3% 59,318 $2.8M
Callan Family Office, LLC 0.06% Reduce -23.5% 59,183 $2.8M
Victory Capital Management Inc. 0.00% No change 59,077 $2.8M
Caprock Group, LLC 0.07% Reduce -2.5% 58,346 $2.7M
Smith Group Asset Management, LLC 0.14% Add +16.0% 57,860 $2.7M
Gilliland Jeter Wealth Management LLC 0.79% Add +0.4% 56,687 $2.7M
Ieq Capital, LLC 0.01% Reduce -17.5% 56,685 $2.7M
Wellington Management Group LLP 0.00% Add +8.9% 55,549 $2.6M
Harvest Portfolios Group Inc. 0.04% Add +6.0% 55,027 $2.6M
Beacon Pointe Advisors, LLC 0.01% Add +50.2% 54,112 $2.5M
Vident Advisory, LLC 0.02% Add +22.5% 53,699 $2.5M
Capital Investment Advisory Services, LLC 0.18% Reduce -5.0% 53,635 $2.5M
Insight Inv LLC 1.36% Add +2.5% 52,921 $2.5M
Naviter Wealth, LLC 0.31% Add +5.3% 52,707 $2.5M
Mutual Advisors, LLC 0.05% Reduce -1.8% 51,848 $2.4M
Graham Capital Management, L.P. 0.11% Add +290.7% 51,802 $2.4M
Vaughan David Investments LLC 0.05% Reduce -0.1% 51,686 $2.4M
RFG - Bristol Wealth Advisors, LLC 0.65% No change 51,466 $2.4M
Rhumbline Advisers 0.00% Add +6.8% 51,397 $2.4M
Farther Finance Advisors, LLC 0.02% Add +33.1% 51,652 $2.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -1.2% 50,572 $2.4M
Rwa Wealth Partners, LLC 0.03% Add +5.1% 50,529 $2.4M
Florida Trust Wealth Management Co 0.07% Reduce -2.6% 50,480 $2.4M
Meridian Investment Counsel Inc. 0.56% Reduce -1.9% 50,202 $2.4M
Phoenix Financial Ltd. 0.02% No change 50,000 $2.4M
Sanders Morris Harris LLC 0.38% New 49,707 $2.3M
Investors Asset Management of Georgia Inc. /Ga/ 0.94% Add +3.0% 49,039 $2.3M
Cyndeo Wealth Partners, LLC 0.12% Add +0.8% 48,953 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +450.6% 48,731 $2.3M
Nomura Holdings Inc. 0.02% Reduce -97.7% 47,492 $2.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -23.9% 46,369 $2.2M
Autumn Glory Partners, LLC 0.80% No change 46,121 $2.2M
Aviso Financial Inc. 0.08% Add +23.2% 46,120 $2.2M
Elevation Point Wealth Partners, LLC 0.05% New 45,806 $2.2M
Choreo, LLC 0.03% Reduce -1.0% 45,800 $2.2M
Merit Financial Group, LLC 0.02% Reduce -13.4% 45,719 $2.1M
Kavar Capital Partners Group, LLC 0.27% Reduce -2.8% 45,626 $2.1M
Allworth Financial LP 0.01% Add +12.8% 45,584 $2.1M
Integrated Wealth Concepts LLC 0.02% Add +77.6% 45,572 $2.1M
PFG Investments, LLC 0.10% Add +11.6% 45,532 $2.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +0.2% 45,470 $2.1M
Moors & Cabot, Inc. 0.09% Reduce -10.1% 45,183 $2.1M
Avior Wealth Management, LLC 0.06% Add +1.5% 44,580 $2.1M
Pinnacle Associates Ltd. 0.03% Reduce -20.8% 44,018 $2.1M
Alliancebernstein L.P. 0.00% New 59,338 $2.1M
Mgo One Seven LLC 0.04% Add +8.8% 43,125 $2.0M
Hardin Capital Partners, LLC 0.94% Reduce -2.3% 42,934 $2.0M
Kennedy Investment Group, Inc. 0.79% Reduce -16.7% 42,903 $2.0M
SBI Securities Co., Ltd. 0.05% Reduce -7.7% 42,262 $2.0M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +1.8% 42,059 $2.0M
Vise Technologies, Inc. 0.04% No change 54,846 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -90.2% 40,229 $1.9M
Savant Capital, LLC 0.01% Add +15.2% 38,884 $1.8M
Wealthstar Advisors, LLC 1.08% New 38,702 $1.8M
Concurrent Investment Advisors, LLC 0.02% Reduce -13.9% 38,668 $1.8M
GC Wealth Management RIA, LLC 0.07% Add +14.8% 38,457 $1.8M
HB Wealth Management, LLC 0.01% Add +3.0% 38,280 $1.8M
Cresset Asset Management, LLC 0.01% Reduce -27.2% 37,750 $1.8M
Kingsview Wealth Management, LLC 0.02% Reduce -3.0% 37,719 $1.8M
United Capital Financial Advisors, LLC 0.01% Add +8.0% 37,566 $1.8M
Compass Capital Management, Inc. 0.11% No change 37,525 $1.8M
Prosperity Consulting Group, LLC 0.08% Reduce -3.0% 37,132 $1.7M
Tocqueville Asset Management L.P. 0.03% Reduce -0.1% 37,047 $1.7M
Park Avenue Securities LLC 0.01% Reduce -5.1% 36,652 $1.7M
CSS LLC 0.27% Add +90.6% 36,641 $1.7M
GeoWealth Management, LLC 0.06% Add +19.8% 36,632 $1.7M
Atlas Brown,Inc. 0.52% Reduce -0.5% 36,555 $1.7M
Ausdal Financial Partners, Inc. 0.08% Reduce -2.4% 36,091 $1.7M
Apollon Wealth Management, LLC 0.03% Add +0.4% 35,551 $1.7M
Regions Financial Corp. 0.01% Reduce -5.5% 34,382 $1.6M
First National Trust Co 0.05% Add +0.5% 34,133 $1.6M
Lido Advisors, LLC 0.01% Add +41.8% 34,017 $1.6M
Brighton Jones LLC 0.04% New 33,984 $1.6M
Burney Co./ 0.05% Reduce -21.0% 33,546 $1.6M
Lockheed Martin Investment Management Co. 0.06% Reduce -6.7% 33,500 $1.6M
Transcend Capital Advisors, LLC 0.12% Reduce -6.4% 32,957 $1.5M
Benjamin Edwards Inc. 0.02% Add +154.1% 32,343 $1.5M
Cozad Asset Management Inc. 0.12% Reduce -3.0% 32,037 $1.5M
Signaturefd, LLC 0.02% Reduce -0.6% 31,836 $1.5M
Capital International Ltd. 0.06% New 31,800 $1.5M
United Community Bank 0.49% Add +7.1% 31,536 $1.5M
Abundance Wealth Counselors 0.21% Reduce -3.4% 31,240 $1.5M
Independent Advisor Alliance 0.02% Reduce -15.0% 31,218 $1.5M
Douglass Winthrop Advisors, LLC 0.03% Add +1.1% 30,669 $1.4M
Midwest Trust Co 0.02% Reduce -8.6% 30,572 $1.4M
Clearstead Advisors, LLC 0.01% Add +160.5% 30,523 $1.4M
Rossmore Private Capital 0.13% No change 30,300 $1.4M
Templeton & Phillips Capital Management, LLC 1.16% New 30,280 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +8.5% 30,103 $1.4M
Avidian Wealth Enterprises, LLC 0.04% Add +8.9% 29,998 $1.4M
Lantz Financial LLC 0.29% Add +0.5% 29,898 $1.4M
Verus Capital Partners, LLC 0.10% Reduce -0.1% 29,806 $1.4M
Parallel Advisors, LLC 0.03% Add +8.6% 29,724 $1.4M
Malaga Cove Capital, LLC 0.50% Reduce -9.4% 29,554 $1.4M
Modern Wealth Management, LLC 0.02% Reduce -9.7% 29,982 $1.4M
Stephens Inc. 0.02% Reduce -15.7% 28,720 $1.4M
Parrish Capital LLC 1.22% Add +3.6% 29,091 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -15.4% 29,037 $1.4M
UMB Bank, n.a. 0.02% Reduce -28.0% 28,668 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Add +41.9% 28,596 $1.3M
Pinnacle Financial Partners, Inc. 0.01% Reduce -0.6% 28,493 $1.3M
Compound Planning, Inc. 0.04% Add +16.5% 28,489 $1.3M
International Assets Investment Management, LLC 0.09% Reduce -4.4% 28,974 $1.3M
Quadrant Capital Group LLC 0.04% Add +39.4% 28,431 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -5.0% 28,240 $1.3M
Poehling Capital Management, INC. 0.28% Reduce -0.3% 28,216 $1.3M
Hancock Whitney Corp. 0.02% Add +1.0% 28,070 $1.3M
Manske Wealth Management 0.37% Reduce -3.7% 27,961 $1.3M
Levin Capital Strategies, L.P. 0.10% Reduce -34.4% 27,773 $1.3M
Cura Wealth Advisors, LLC 0.58% No change 27,613 $1.3M
Solstein Capital, LLC 0.53% Add +24.9% 27,538 $1.3M
AE Wealth Management LLC 0.01% Reduce -4.0% 27,511 $1.3M
Sigma Planning Corp 0.04% Reduce -4.3% 27,336 $1.3M
World Investment Advisors 0.02% Add +4.2% 27,302 $1.3M
Aptus Capital Advisors, LLC 0.01% Add +3.2% 27,234 $1.3M
Meridian Wealth Management, LLC 0.05% Add +0.8% 27,080 $1.3M
Moody National Bank Trust Division 0.12% Add +0.6% 26,688 $1.3M
Venture Visionary Partners LLC 0.04% Reduce -14.0% 26,613 $1.3M
Aaron Wealth Advisors LLC 0.07% Add +26.2% 26,596 $1.3M
Yousif Capital Management, LLC 0.01% No change 26,596 $1.3M
First American Bank 0.08% Add +2.1% 26,494 $1.2M
Chicago Capital, LLC 0.03% No change 26,276 $1.2M
Mitchell & Pahl Private Wealth, LLC 0.50% Add +5.6% 26,275 $1.2M
1ST Source Bank 0.06% Reduce -2.9% 26,200 $1.2M
Smartleaf Asset Management LLC 0.04% Add +1.4% 25,919 $1.2M
Greenwood Capital Associates LLC 0.13% Reduce -8.8% 25,909 $1.2M
Wedbush Securities Inc. 0.04% Reduce -4.9% 25,772 $1.2M
Awm Capital, LLC 0.11% Add +0.0% 25,685 $1.2M
Wealth Alliance Advisory Group, LLC 0.19% No change 25,657 $1.2M
HSBC Holdings PLC 0.00% Reduce -6.0% 29,065 $1.2M
Argyle Capital Management, LLC 0.39% No change 25,407 $1.2M
Mission Wealth Management, LP 0.02% Reduce -0.3% 25,304 $1.2M
Cornerstone Wealth Management, LLC 0.06% Add +4.5% 25,128 $1.2M
VestGen Advisors, LLC 0.03% Add +8.1% 26,598 $1.2M
Bridgewater Associates 0.01% Reduce -95.0% 24,939 $1.2M
Valeo Financial Advisors, LLC 0.03% Reduce -16.5% 24,907 $1.2M
Dynasty Wealth Management, LLC 0.01% Reduce -5.0% 24,859 $1.2M
CENTRAL TRUST Co 0.02% Add +8.3% 24,665 $1.2M
Intrua Financial, LLC 0.12% Reduce -9.6% 24,601 $1.2M
Oak Harvest Investment Services 0.12% Add +4.7% 24,600 $1.2M
Saxon Interests, Inc. 0.40% Add +69.4% 24,525 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -0.9% 24,417 $1.1M
MAI Capital Management 0.01% Reduce -24.2% 24,207 $1.1M
M Holdings Securities, Inc. 0.08% Reduce -15.3% 25,562 $1.1M
FNY Investment Advisers, LLC 0.50% Reduce -30.1% 24,100 $1.1M
HighPoint Advisor Group LLC 0.05% Reduce -79.5% 23,919 $1.1M
Herold Advisors, Inc. 0.24% Reduce -0.3% 23,672 $1.1M
Purkiss Capital Advisors LLC 0.49% Add +139.8% 23,633 $1.1M
Summit Trail Advisors, LLC 0.02% New 23,540 $1.1M
SIH Partners, LLLP 0.03% Reduce -62.9% 23,500 $1.1M
Thrivent Financial for Lutherans 0.00% Add +83.4% 23,256 $1.1M
Caitong International Asset Management Co., Ltd 0.20% Add +258066.7% 23,235 $1.1M
Raelipskie Partnership 0.46% Add +3.5% 22,979 $1.1M
Future Fund LLC 0.38% Add +0.7% 22,923 $1.1M
Kovack Advisors, Inc. 0.06% Reduce -17.7% 23,154 $1.1M
Westwood Holdings Group Inc. 0.01% No change 22,667 $1.1M
Wesbanco Bank Inc. 0.03% Reduce -0.7% 22,522 $1.1M
Flow Traders U.S. LLC 0.03% Reduce -16.6% 22,301 $1.0M
Guggenheim Capital LLC 0.01% Add +75.9% 22,100 $1.0M
WCG Wealth Advisors LLC 0.03% Add +9.4% 21,964 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Add +2.1% 21,860 $1.0M
Associated Banc-Corp 0.03% Reduce -1.2% 21,759 $1.0M
Horizon Investment Services, LLC 0.35% Reduce -0.7% 21,705 $1.0M
John G Ullman & Associates Inc. 0.14% No change 21,700 $1.0M
Ethic Inc. 0.02% Reduce -2.5% 21,687 $1.0M
Second Line Capital, LLC 0.19% Add +81.3% 21,427 $1.0M
King Wealth Management Group 0.13% No change 21,600 $1.0M
Mather Group, Llc. 0.01% Reduce -0.1% 21,431 $1.0M
Chesapeake Capital Corp. 0.72% No change 21,366 $1.0M
Archer Investment Corp 0.21% Add +20.5% 21,323 $1.0M
Empowered Funds, LLC 0.01% New 21,239 $998K
Gallacher Capital Management LLC 0.38% Add +9.4% 21,003 $987K
Ascentis Independent Advisors 0.07% Add +62.8% 20,993 $987K
SCS Capital Management LLC 0.01% Reduce -18.5% 20,705 $973K
Harbour Capital Advisors, LLC 0.18% Add +3.5% 20,930 $971K
Avantra Family Wealth, Inc. 0.72% Reduce -45.0% 20,627 $969K
First Financial Bank - Trust Division 0.08% Reduce -3.5% 20,413 $959K
Cherokee Insurance Co 0.35% No change 19,854 $933K
Kingswood Wealth Advisors, LLC 0.04% Add +12.6% 19,612 $922K
EP Wealth Advisors, LLC 0.00% Reduce -9.0% 19,563 $919K
Western Wealth Management, LLC 0.03% Reduce -3.6% 19,349 $909K
Townsquare Capital LLC 0.20% Reduce -3.7% 19,328 $908K
Denali Advisors LLC 0.10% Reduce -0.3% 19,325 $908K
Atria Investments, Inc 0.01% Reduce -22.0% 19,309 $908K
Nicolet Bankshares Inc. 0.03% New 19,391 $899K
Capital International, Inc. 0.01% New 19,100 $898K
Peapack Gladstone Financial Corp. 0.01% Reduce -7.7% 19,009 $893K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +6.7% 18,957 $891K
Winning Points Advisors, LLC 0.89% Reduce -0.1% 18,946 $890K
Nicholas Hoffman & Company, LLC. 0.02% Add +3.5% 18,946 $890K
Eastern Bank 0.02% Reduce -2.7% 18,893 $888K
Insigneo Advisory Services, LLC 0.06% Reduce -8.6% 18,750 $881K
Ameritas Advisory Services, LLC 0.03% Reduce -2.0% 18,625 $875K
Nilsine Partners, LLC 0.07% Reduce -5.7% 18,997 $873K
Permanent Capital Management, LP 0.14% Reduce -34.2% 18,426 $873K
Texas Yale Capital Corp. 0.02% No change 18,441 $867K
Profund Advisors LLC 0.03% Reduce -13.5% 18,379 $864K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 18,311 $861K
Regal Investment Advisors LLC 0.05% Add +44.3% 18,275 $859K
Northstar Financial Companies, Inc. 0.68% Reduce -41.4% 18,225 $857K
Checchi Capital Advisers, LLC 0.06% Add +1.1% 18,223 $856K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -16.8% 18,222 $856K
Sapient Capital LLC 0.01% Reduce -24.3% 18,213 $856K
Csenge Advisory Group 0.04% Reduce -1.3% 18,144 $853K
R Squared Ltd 0.47% New 18,114 $851K
Parsons Capital Management Inc. 0.04% Add +0.0% 17,869 $840K
Trust Point Inc. 0.07% Add +16.4% 17,397 $818K
Red Door Wealth Management, LLC 0.08% Add +5.4% 17,151 $806K
North Star Investment Management Corp. 0.05% Add +0.1% 17,085 $803K
Advisory Services Network, LLC 0.01% Reduce -7.5% 16,939 $796K
Partners Wealth Management, LLC 0.82% Reduce -14.5% 16,901 $794K
Courier Capital LLC 0.04% Add +3.1% 16,890 $794K
Capital Advisors Inc. 0.01% Reduce -19.6% 16,778 $789K
Lebenthal Global Advisors, LLC 0.11% Reduce -36.1% 16,759 $788K
Left Brain Wealth Management, LLC 0.31% No change 16,753 $787K
Abel Hall, LLC 0.17% Reduce -22.5% 16,719 $786K
Vertex Planning Partners, LLC 0.15% Reduce -20.7% 16,714 $786K
Pure Financial Advisors, LLC 0.01% Add +3.7% 16,697 $785K
Silvia McColl Wealth Management, LLC 0.52% No change 16,670 $783K
Gibbs Wealth Management 0.10% New 16,621 $781K
ARS Investment Partners, LLC 0.04% No change 16,600 $780K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -4.2% 16,561 $778K
Johnson Investment Counsel Inc. 0.01% Reduce -8.8% 16,387 $770K
Monarch Capital Management Inc. 0.19% Reduce -5.5% 16,355 $769K
Bessemer Group Inc. 0.00% Reduce -3.9% 16,342 $768K
Analyst IMS Investment Management Services Ltd. 0.02% No change 16,167 $759K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -0.8% 15,912 $748K
Coastwise Capital Group, LLC 0.41% Add +0.7% 15,863 $746K
Arax Advisory Partners 0.02% Reduce -71.0% 15,847 $741K
Fifth Third Bancorp 0.00% Add +4.5% 15,758 $741K
Bellevue Group AG 0.02% New 15,644 $735K
Sagespring Wealth Partners, LLC 0.01% Add +20.0% 15,638 $735K
SVB Wealth LLC 0.05% Reduce -1.9% 15,637 $735K
Wellington Shields & Co., LLC 0.19% Reduce -6.0% 15,619 $734K
Dynamic Advisor Solutions LLC 0.02% Reduce -5.6% 15,612 $734K
Summit Financial, LLC 0.01% Reduce -13.4% 15,469 $727K
Grandfield & Dodd, LLC 0.04% Add +22.4% 15,431 $725K
Burrus Financial Services, Inc. 0.33% Reduce -17.8% 15,416 $725K
Mill Capital Management, LLC 0.06% Reduce -3.7% 15,416 $725K
Moneco Advisors, LLC 0.06% Reduce -4.6% 15,302 $719K
Legacy Wealth Asset Management, LLC 0.17% Add +1.3% 15,254 $717K
Geneos Wealth Management Inc. 0.02% Add +28.7% 15,225 $716K
Centaurus Financial, Inc. 0.03% Add +1.1% 15,182 $714K
Advisors Asset Management, Inc. 0.01% Reduce -34.9% 15,156 $712K
Alessandra Capital Management, LLC 0.61% Add +6.0% 15,134 $711K
ClearAlpha Technologies LP 1.45% New 15,032 $707K
Straight Path Wealth Management 0.19% No change 15,000 $705K
BCS Private Wealth Management, Inc. 0.21% Add +3.8% 14,961 $703K
EverSource Wealth Advisors, LLC 0.02% Add +4.8% 14,861 $698K
Fort Point Capital Partners LLC 0.09% Add +39.7% 14,857 $698K
Landmark Wealth Management, LLC 0.19% New 14,800 $696K
Miller Global Investments, LLC 0.64% Reduce -3.6% 14,769 $694K
DV Trading LLC 0.06% New 14,769 $694K
Independent Financial Group, LLC 0.02% Add +1.8% 14,729 $692K
West Family Investments, Inc. 0.24% Reduce -2.8% 14,691 $690K
Glenview Trust Co 0.01% Reduce -5.6% 14,574 $685K
Baxter Bros Inc. 0.08% No change 14,472 $680K
Foundations Investment Advisors, LLC 0.01% Add +13.4% 14,462 $680K
Finward Bancorp 0.54% No change 14,438 $679K
Wright Investors Service Inc. 0.21% Add +0.5% 14,363 $675K
Equitable Holdings, Inc. 0.00% Reduce -6.4% 19,316 $674K
ARK & TLK Investments, LLC 0.18% Add +0.9% 14,236 $669K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -22.3% 14,151 $665K
Foster & Motley Inc. 0.03% Add +30.0% 14,157 $665K
MidFirst Bank 0.05% Reduce -1.1% 14,099 $663K
PCM Encore, LLC 0.14% Add +6.2% 14,087 $662K
Greenleaf Trust 0.01% Add +0.5% 14,033 $660K
HM Payson & Co. 0.01% No change 14,000 $658K
Blue Trust, Inc. 0.01% Reduce -25.4% 13,934 $655K
RNC Capital Management LLC 0.03% Reduce -1.0% 13,852 $651K
SeaCrest Wealth Management, LLC 0.07% Reduce -51.5% 13,823 $650K
Independence Bank of Kentucky 0.08% Reduce -7.3% 13,786 $648K
Principal Securities, Inc. 0.01% Add +1.0% 13,755 $646K
Allen Capital Group, LLC 0.06% Add +1.4% 13,724 $645K
Busey Bank 0.02% Reduce -15.5% 13,630 $641K
Van Diest Capital, LLC 0.50% New 13,458 $632K
Balboa Wealth Partners 0.11% No change 13,431 $631K
Sowell Financial Services LLC 0.02% Reduce -8.7% 13,410 $630K
Burford Brothers, Inc. 0.26% No change 13,352 $628K
Cooper Financial Group 0.06% Reduce -13.0% 13,305 $625K
Louisbourg Investments Inc. 0.12% Reduce -15.3% 13,280 $624K
Cantor Fitzgerald, L. P. 0.02% New 13,126 $617K
Williams Jones Wealth Management, LLC. 0.01% Add +19.4% 13,101 $616K
AlphaCore Capital LLC 0.01% Reduce -7.4% 13,052 $613K
Jacobi Capital Management LLC 0.03% Add +56.7% 13,047 $613K
Bay Rivers Group 0.25% No change 13,000 $611K
Cowa, LLC 0.18% Reduce -2.3% 13,000 $611K
Edge Wealth Management LLC 0.10% Reduce -10.3% 12,974 $610K
Sovran Advisors, LLC 0.05% Add +8.3% 12,761 $605K
Aegis Wealth Management LLC 0.35% Add +10.9% 12,840 $603K
Winch Advisory Services, LLC 0.14% Reduce -2.2% 12,827 $603K
Capital Investment Advisors, LLC 0.01% Add +6.8% 12,824 $603K
Sterling Capital Management LLC 0.01% Reduce -48.8% 12,815 $602K
Composition Wealth, LLC 0.01% Add +11.3% 12,684 $596K
Old National Bancorp 0.01% Reduce -26.7% 12,681 $596K
Capital Investment Counsel, Inc 0.07% Reduce -1.6% 12,640 $594K
Philadelphia Trust Co. 0.04% New 12,612 $593K
Frank, Rimerman Advisors LLC 0.04% Add +1.7% 12,607 $593K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Reduce -1.1% 12,526 $589K
Prospect Financial Services LLC 0.36% Add +0.1% 12,508 $588K
Fiduciary Trust Co 0.01% Reduce -21.9% 12,499 $587K
IFP Advisors, Inc 0.01% Add +7.5% 12,480 $587K
Aull & Monroe Investment Management Corp 0.27% No change 12,475 $586K
Welch & Forbes LLC 0.01% Add +4.7% 12,411 $583K
CreativeOne Wealth, LLC 0.01% Reduce -8.9% 12,410 $583K
Baker Avenue Asset Management, LP 0.01% No change 12,397 $583K
Peddock Capital Advisors, LLC 0.13% No change 12,348 $580K
IHT Wealth Management, LLC 0.01% Reduce -0.6% 12,330 $580K
WealthTrust Axiom LLC 0.14% Reduce -0.8% 12,322 $579K
Permanens Capital L.P. 0.07% No change 12,266 $577K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1.4% 12,256 $576K
Simmons Bank 0.04% Add +0.2% 12,219 $574K
Coldstream Capital Management Inc. 0.01% Add +8.6% 12,188 $573K
Tannin Capital LLC 0.41% Add +1.6% 12,030 $565K
Northeast Investment Management 0.02% No change 11,997 $564K
Hilltop National Bank 0.13% No change 11,995 $564K
Oxinas Partners, LLC 0.26% Reduce -2.0% 11,978 $563K
Kathmere Capital Management, LLC 0.03% Add +6.7% 11,975 $563K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +1.5% 11,922 $560K
Chicago Partners Investment Group LLC 0.01% Add +1.1% 12,076 $560K
Syon Capital LLC 0.03% Add +85.9% 11,867 $558K
Jane Street Group, LLC 0.00% Reduce -92.4% 11,845 $557K
Elgethun Capital Management 0.09% Reduce -7.2% 11,784 $554K
Daymark Wealth Partners, LLC 0.02% Reduce -20.5% 11,676 $549K
Ar Asset Management Inc. 0.11% No change 11,642 $547K
Carnegie Investment Counsel 0.01% Reduce -19.1% 11,565 $544K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +25.3% 11,560 $543K
Pettinga Financial Advisors LLC 0.10% Add +60.1% 11,530 $542K
Fruth Investment Management 0.13% Reduce -0.3% 11,530 $541K
First Manhattan Co. Llc. 0.00% Reduce -5.2% 11,481 $540K
KLCM Advisors, Inc. 0.05% No change 11,351 $533K
Ashton Thomas Securities, LLC 0.07% New 11,324 $532K
Capital Analysts, LLC 0.01% Reduce -0.6% 11,313 $532K
Advocate Investing Services LLC 0.45% No change 11,310 $532K
Southeast Asset Advisors, LLC 0.06% Reduce -0.1% 11,218 $527K
Investors Research Corp 0.10% Reduce -5.9% 11,190 $526K
Accurate Wealth Management, LLC 0.06% Add +0.8% 11,282 $524K
Capital International Investors 0.00% Reduce -66.3% 11,020 $522K
Founders Financial Alliance, LLC 0.09% Reduce -24.7% 11,007 $517K
Brookstone Capital Management 0.01% Add +16.4% 10,963 $515K
Summit Global Investments 0.03% Reduce -0.8% 10,949 $515K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 11,020 $512K
NorthCoast Asset Management LLC 0.01% Add +3.6% 10,884 $512K
Sentry LLC 0.16% Reduce -16.1% 10,844 $510K
SCP Investment, LP 0.56% New 10,800 $508K
Pekin Hardy Strauss, Inc. 0.05% No change 10,696 $503K
AlTi Global, Inc. 0.01% Reduce -17.2% 10,593 $498K
Atlas Legacy Advisors, LLC 0.09% Reduce -0.5% 10,570 $497K
Keating Financial Advisory Services, Inc. 0.08% Reduce -2.4% 10,523 $495K
Asset Advisory Group, Inc. 0.25% No change 10,494 $493K
Uniting Wealth Partners, LLC 0.10% Reduce -3.2% 10,484 $493K
First Financial Corp. 0.19% No change 10,463 $492K
Integrated Investment Consultants, LLC 0.10% No change 10,447 $491K
Shayne & Jacobs, LLC 0.15% No change 10,446 $491K
Sage Rhino Capital LLC 0.09% Add +2.3% 10,434 $490K
Zions Bancorporation, National Association 0.03% Reduce -19.8% 10,384 $488K
Level Four Advisory Services, LLC 0.02% Add +23.5% 10,356 $487K
HBK Sorce Advisory LLC 0.01% Add +15.7% 11,107 $481K
BancFirst Trust & Investment Management 0.21% No change 10,132 $480K
Fidelis Capital Partners, LLC 0.03% Add +0.0% 10,108 $475K
Wealthspire Advisors, LLC 0.00% Reduce -20.3% 10,084 $474K
Lazard Asset Management LLC 0.00% Reduce -5.1% 10,071 $473K
American Trust Investment Advisors, LLC 0.26% Reduce -13.1% 10,045 $472K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -3.2% 10,034 $472K
Savvy Advisors, Inc. 0.01% Reduce -2.2% 10,011 $470K
Kanawha Capital Management LLC 0.03% Reduce -4.5% 9,962 $468K
Schnieders Capital Management, Llc. 0.07% Add +28.5% 9,912 $466K
Titan Wealth (CI) Ltd 0.20% Reduce -17.9% 9,850 $463K
Augustine Asset Management Inc. 0.10% Reduce -4.5% 9,835 $462K
Davidson Trust Co. 0.20% No change 9,820 $462K
Aprio Wealth Management, LLC 0.03% Add +3.1% 9,764 $459K
Hexagon Capital Partners LLC 0.07% Reduce -3.1% 9,725 $457K
Keb Asset Management, LLC 0.09% Add +0.9% 9,701 $456K
FSA Advisors, Inc. 0.30% New 9,699 $456K
Schwarz Dygos Wheeler Investment Advisors LLC 0.09% No change 9,568 $450K
Qtron Investments LLC 0.06% Add +0.2% 9,558 $449K
Winslow Asset Management Inc. 0.09% No change 9,562 $449K
Lowe Brockenbrough & Co. Inc. 0.02% No change 9,501 $447K
CHICAGO TRUST Co NA 0.07% Reduce -4.0% 9,482 $446K
Horizon Kinetics Asset Management LLC 0.00% No change 9,466 $445K
GAMCO Investors 0.00% Add +17.1% 9,401 $442K
Sivia Capital Partners, LLC 0.09% Reduce -2.8% 9,334 $439K
Rosenberg Matthew Hamilton 0.09% No change 9,266 $435K
Soltis Investment Advisors LLC 0.03% Add +5.6% 9,253 $435K
May Hill Capital, LLC 0.11% Add +22.7% 9,238 $434K
Advisors Management Group Inc. 0.08% Add +8.0% 9,225 $433K
Perkins Capital Management Inc. 0.41% No change 9,200 $432K
Caption Management, LLC 0.02% Reduce -89.2% 9,200 $432K
Exencial Wealth Advisors, LLC 0.01% Add +0.7% 9,190 $432K
King Luther Capital Management Corp. 0.00% Add +15.5% 9,173 $431K
Calydon Capital 0.07% Add +0.3% 9,166 $431K
OneAscent Financial Services LLC 0.02% New 9,125 $429K
Kelleher Financial Advisors 0.11% No change 13,493 $428K
Weinberger Asset Management, Inc 0.16% No change 9,102 $428K
Chiron Capital Management, LLC 0.44% — 9,095 $427K
Eagle Rock Investment Company, LLC 0.06% Add +4.3% 9,080 $427K
Silvercrest Asset Management Group LLC 0.00% Reduce -1.1% 9,004 $423K
Game Creek Capital, LP 0.16% Reduce -5.3% 9,000 $423K
Hollencrest Capital Management 0.02% No change 9,000 $423K
OneDigital Investment Advisors LLC 0.00% Add +3.8% 8,988 $422K
Nations Financial Group Inc, /Ia/ 0.02% Add +27.3% 8,968 $422K
Iron Gate Global Advisors LLC 0.04% New 8,909 $419K
Atlantic Union Bankshares Corp 0.01% No change 8,886 $418K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.3% 8,859 $416K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.4% 8,832 $415K
Greenline Partners, LLC 0.04% Reduce -2.9% 8,823 $415K
Donaldson Capital Management, LLC 0.01% Reduce -1.1% 8,781 $413K
Holderness Investments Co. 0.08% Reduce -1.6% 8,738 $411K
TD Waterhouse Canada Inc. 0.00% Add +462.3% 8,906 $410K
Integrity Alliance, Llc. 0.02% Reduce -8.3% 8,668 $407K
Avalon Capital Management 0.11% New 8,658 $407K
Titleist Asset Management, LLC 0.03% Add +1.7% 8,645 $406K
Argent Trust Co 0.01% Add +6.2% 8,631 $406K
Retirement Planning Co of New England, Inc. 0.16% Reduce -0.1% 8,600 $404K
Palogic Value Management, L.P. 0.18% No change 8,558 $402K
Wealthspan Partners, LLC 0.14% Add +0.5% 8,539 $401K
Manchester Financial Inc. 0.08% Add +0.1% 8,516 $400K
Personal Cfo Solutions, LLC 0.06% Reduce -48.4% 8,512 $400K
Crewe Advisors LLC 0.03% Add +0.2% 8,507 $400K
Liberty Wealth Management LLC 0.05% Add +18.2% 8,497 $399K
GAMMA Investing LLC 0.02% Add +28.5% 8,479 $399K
Net Worth Advisory Group 0.08% Add +0.1% 8,474 $398K
Wedmont Private Capital 0.01% Reduce -1.7% 8,665 $398K
WP Advisors, LLC 0.10% Add +1.0% 8,432 $396K
Asset Allocation & Management Company, LLC 0.15% No change 8,400 $395K
AdvisorNet Financial, Inc 0.02% Reduce -5.4% 8,355 $393K
St Germain D J Co. Inc. 0.02% No change 8,354 $393K
Roberts Glore & Co. Inc. 0.11% Reduce -19.3% 8,352 $393K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% Add +21.0% 8,350 $392K
Alteri Wealth LLC 0.13% Reduce -14.6% 8,323 $391K
Howland Capital Management LLC 0.02% No change 8,323 $391K
TrueWealth Advisors, LLC 0.10% Reduce -37.1% 8,310 $391K
Berger Financial Group, Inc 0.02% Reduce -4.7% 8,270 $389K
Comprehensive Money Management Services LLC 0.25% Reduce -3.5% 8,260 $388K
Ingalls & Snyder LLC 0.01% Reduce -9.6% 8,249 $388K
Caldwell Trust Co 0.03% No change 8,251 $388K
Sigma Investment Counselors Inc. 0.02% No change 8,229 $387K
LVW Advisors, LLC 0.04% New 8,220 $386K
Rehmann Capital Advisory Group 0.02% Reduce -21.5% 8,190 $385K
Silver Oak Securities, Incorporated 0.03% Reduce -6.5% 8,179 $384K
Perigon Wealth Management, LLC 0.01% Reduce -9.0% 8,155 $383K
Integrity Wealth Advisors, Inc. 0.23% No change 8,127 $382K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -17.5% 8,125 $382K
Patrick M Sweeney & Associates, Inc. 0.24% Add +0.1% 8,120 $382K
180 Wealth Advisors, LLC 0.04% Reduce -5.1% 8,100 $381K
Oxford Financial Group, LTD. LLC 0.02% Reduce -1.1% 8,095 $380K
Essex Bank 0.08% No change 8,092 $380K
Prime Capital Investment Advisors, LLC 0.00% Reduce -5.2% 8,047 $378K
Focus Financial Network, Inc. 0.01% Reduce -5.8% 8,046 $378K
Rathbones Group PLC 0.00% No change 8,037 $378K
LaSalle St. Investment Advisors, LLC 0.05% Add +2.5% 8,013 $377K
Generali Investments CEE, investicni spolecnost, a.s. 0.02% No change 8,000 $376K
EntryPoint Capital, LLC 0.11% New 7,968 $374K
PDS Planning, Inc 0.02% Reduce -11.8% 7,949 $374K
Vista Investment Partners LLC 0.10% Add +10.4% 7,946 $373K
Empire Financial Management Company, LLC 0.08% No change 7,937 $373K
Accel Wealth Management 0.10% Reduce -3.1% 7,904 $372K
Peoples Bank 0.23% Add +1.9% 7,867 $370K
PCB Capital LLC 0.58% Add +1.6% 7,808 $367K
Powers Advisory Group, LLC 0.13% Add +0.7% 7,803 $367K
IKE Capital, LLC 0.21% No change 7,800 $367K
CPA Asset Management Group, LLC 0.12% No change 7,796 $366K
Wealth Dimensions Group, Ltd. 0.07% Add +0.1% 7,734 $363K
Aspire Growth Partners LLC 0.25% Add +1.0% 7,661 $360K
Koshinski Asset Management, Inc. 0.02% Reduce -5.4% 7,660 $360K
First National Bank of Omaha 0.01% Reduce -6.8% 7,589 $359K
Corsicana & Co. 0.23% No change 10,596 $358K
Uptick Partners, LLC 0.07% Reduce -3.5% 7,617 $358K
Cullinan Associates Inc. 0.03% No change 7,600 $357K
Versant Capital Management, Inc 0.04% Add +5.3% 7,587 $357K
StoneX Group Inc. 0.02% Reduce -8.4% 7,577 $356K
Federation des caisses Desjardins du Quebec 0.00% Reduce -17.1% 7,546 $355K
Gladstone Institutional Advisory LLC 0.01% Reduce -1.1% 7,538 $354K
Thompson Siegel & Walmsley LLC 0.01% New 7,504 $353K
CRA Financial Services, LLC 0.05% Reduce -3.3% 7,384 $347K
Resonant Capital Advisors, LLC 0.02% New 7,354 $346K
RiverFront Investment Group, LLC 0.01% New 7,333 $345K
CenterBook Partners LP 0.02% New 7,324 $344K
Bayesian Capital Management, LP 0.42% New 7,300 $343K
Visionary Wealth Advisors 0.02% Reduce -12.7% 7,275 $342K
Diversify Wealth Management, LLC 0.01% New 7,301 $342K
Investment Research Partners LLC 0.14% Reduce -0.4% 7,235 $340K
Fulton Bank, N.A. 0.01% Reduce -22.6% 7,209 $339K
Silverlake Wealth Management LLC 0.07% Reduce -28.5% 7,196 $338K
Plancorp, LLC 0.01% Add +0.5% 7,264 $337K
Lodestar Private Asset Management LLC 0.03% Add +0.9% 7,157 $336K
Birmingham Capital Management Co. Inc. 0.14% No change 7,150 $336K
ProVise Management Group, LLC 0.02% No change 7,130 $335K
SteelPeak Wealth, LLC 0.01% New 7,127 $335K
Cape Investment Advisory, Inc. 0.11% Add +41.7% 7,108 $334K
Diversified Enterprises, LLC 0.02% Reduce -3.8% 7,091 $333K
Goelzer Investment Management, Inc. 0.02% No change 7,074 $332K
United Asset Strategies, Inc. 0.03% No change 7,051 $331K
Forum Financial Management, LP 0.00% Reduce -73.3% 7,043 $331K
Capital Group Investment Management Pte. LTD. 0.06% New 7,000 $329K
U S Global Investors Inc. 0.04% No change 7,000 $329K
Rexford Capital Inc. 0.23% No change 6,999 $329K
Grey Ledge Advisors, LLC 0.07% No change 6,998 $329K
Chapin Davis, Inc. 0.07% Add +5.6% 6,996 $329K
Essex Financial Services, Inc. 0.02% New 6,965 $327K
North Point Portfolio Managers Corp. 0.06% No change 6,957 $327K
Tradewinds, LLC. 0.10% No change 7,022 $326K
Verdence Capital Advisors LLC 0.02% Reduce -2.3% 6,932 $326K
Integrated Advisors Network LLC 0.02% Reduce -38.0% 6,928 $326K
Cutler Investment Counsel LLC 0.03% Add +0.1% 6,888 $324K
PCG Wealth Advisors, LLC 0.08% No change 6,878 $323K
Northland Securities, Inc. 0.31% No change 6,858 $322K
Bulltick Wealth Management, LLC 0.07% No change 6,851 $322K
Belpointe Asset Management LLC 0.01% Reduce -26.1% 6,836 $321K
HUB Investment Partners, LLC 0.01% Add +7.5% 6,802 $320K
Frec Markets, Inc. 0.05% New 6,783 $319K
Insight 2811, Inc. 0.14% Add +8.5% 6,753 $317K
National Philanthropic Trust 0.00% Add +0.5% 6,749 $317K
Spire Wealth Management 0.01% Add +6.8% 6,742 $317K
Convergence Financial, LLC 0.03% New 6,714 $316K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 6,709 $315K
Moneta Group Investment Advisors LLC 0.00% Add +1.7% 6,705 $315K
Robertson Stephens Wealth Management, LLC 0.01% Add +4.4% 6,703 $315K
Lanark Financial, Inc. 0.02% Add +20.3% 6,676 $314K
Portside Wealth Group, LLC 0.04% Add +5.2% 6,670 $314K
Crescent Grove Advisors, LLC 0.03% No change 6,644 $312K
Peninsula Asset Management Inc. 0.16% New 6,616 $311K
First Citizens Bank & Trust Co. 0.01% Add +0.2% 6,610 $311K
Basecamp Wealth Advisors LLC 0.06% Reduce -1.2% 6,605 $310K
RFG Advisory, LLC 0.01% Add +1.5% 6,566 $309K
Wealth Alliance, LLC 0.03% Reduce -11.5% 6,563 $308K
DF Dent & Co. Inc. 0.01% No change 6,555 $308K
Successful Portfolios LLC 0.17% Reduce -31.5% 6,459 $305K
Duncker Streett & Co. Inc. 0.06% No change 6,480 $305K
WealthShield Partners, LLC 0.03% New 6,454 $303K
Bison Wealth, LLC 0.03% Reduce -13.9% 6,817 $301K
Bridgefront Capital, LLC 0.07% New 6,398 $301K
Sterling Investment Advisors, Ltd. 0.05% Add +7.8% 6,376 $300K
NTV Asset Management LLC 0.03% Reduce -39.4% 6,367 $299K
Arkfeld Wealth Strategies, L.L.C. 0.09% Add +1.1% 6,486 $299K
Yoffe Investment Management, LLC 0.38% No change 6,363 $299K
Keystone Financial Group 0.02% Reduce -8.3% 6,363 $299K
Creative Financial Designs Inc. 0.02% Reduce -12.4% 6,334 $298K
CWA Asset Management Group, LLC 0.01% Add +7.4% 6,318 $297K
Guyasuta Investment Advisors Inc. 0.02% New 6,274 $295K
Hurlow Wealth Management Group, Inc. 0.07% No change 6,264 $294K
Empower Advisory Group, LLC 0.00% Reduce -31.7% 6,263 $294K
Advance Capital Management, Inc. 0.01% No change 6,254 $294K
S&A Financial Services, Inc. 0.20% — 6,217 $292K
Lane Brothers & Co. Inc. 0.21% Add +1.1% 6,214 $292K
Retirement Planning Group, LLC 0.01% New 6,172 $290K
Bridges Investment Management Inc. 0.00% No change 6,167 $290K
Avantax Planning Partners, Inc. 0.01% Reduce -4.5% 6,114 $287K
Bill Few Associates, Inc. 0.07% New 6,080 $286K
Emprise Bank 0.11% No change 6,052 $284K
Allegheny Financial Group 0.04% Reduce -6.6% 6,051 $284K
Excalibur Management Corp. 0.10% Add +0.8% 6,037 $284K
Nwam LLC 0.02% No change 6,023 $283K
Sunbelt Securities, Inc. 0.02% Reduce -15.8% 6,004 $282K
Valtinson Bruner Financial Planning LLC 0.08% No change 5,965 $280K
Corient IA LP 0.26% No change 5,960 $280K
KCM Investment Advisors LLC 0.01% No change 5,957 $280K
Gratus Wealth Advisors, LLC 0.04% Add +0.0% 5,947 $280K
Affinity Wealth Management LLC 0.04% No change 5,943 $279K
Eads & Heald Wealth Management 0.14% Add +2.9% 5,925 $278K
Nalls Sherbakoff Group, LLC 0.20% No change 5,910 $278K
Williams & Novak, LLC 0.21% New 6,008 $277K
Long Road Investment Counsel, LLC 0.11% No change 5,900 $277K
Ferguson Wellman Capital Management, Inc. 0.00% New 5,895 $277K
Moss Adams Wealth Advisors LLC 0.02% No change 5,878 $276K
Cary Street Partners Investment Advisory LLC 0.07% Add +57.2% 5,869 $276K
Confluence Wealth Services, Inc. 0.01% Reduce -11.5% 5,840 $274K
Quent Capital, LLC 0.02% Add +326.5% 5,830 $274K
Ascent Group, LLC 0.01% New 5,803 $273K
Optivise Advisory Services LLC 0.16% Reduce -5.7% 5,769 $271K
Brown Brothers Harriman & Co. 0.00% Reduce -12.3% 5,745 $270K
Pin Oak Investment Advisors Inc. 0.19% No change 5,736 $270K
Altfest L J & Co. Inc. 0.03% Reduce -1.5% 5,741 $270K
Ballentine Partners, LLC 0.00% New 5,718 $269K
Anchor Investment Management, LLC 0.02% Reduce -29.6% 5,683 $267K
Interval Partners, LP 0.01% Reduce -89.4% 5,668 $266K
Journey Strategic Wealth LLC 0.01% New 5,657 $266K
Tradition Wealth Management, LLC 0.02% Reduce -13.8% 5,647 $265K
Mayflower Financial Advisors, LLC 0.03% Reduce -3.0% 5,618 $264K
Mairs & Power Inc. 0.00% Reduce -13.7% 5,610 $264K
Hilltop Holdings Inc. 0.02% New 5,608 $264K
Ignite Planners, LLC 0.04% Add +0.7% 5,603 $263K
Maridea Wealth Management LLC 0.04% New 5,597 $263K
Stonehaven Wealth & Tax Solutions, LLC 0.23% New 5,577 $262K
Jaffetilchin Investment Partners, LLC 0.02% New 5,571 $262K
Insight Wealth Partners, LLC 0.11% New 5,566 $262K
Valmark Advisers, Inc. 0.00% New 5,529 $260K
Mosaic Family Wealth Partners, LLC 0.03% New 5,522 $260K
Medallion Wealth Advisors, LLC 0.08% Reduce -1.2% 5,512 $259K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +1.1% 5,510 $259K
Berkshire Asset Management LLC 0.01% Reduce -13.3% 5,509 $259K
Financial Plan, Inc. 0.03% New 5,499 $258K
Wellington Shields Capital Management, LLC 0.04% Reduce -1.8% 5,450 $256K
Clear Creek Financial Management, LLC 0.02% New 5,445 $256K
Eclectic Associates Inc. 0.03% Reduce -24.1% 5,438 $256K
Coppell Advisory Solutions LLC 0.15% New 5,365 $254K
Granite Harbor Advisors, Inc. 0.11% New 5,391 $253K
CoreCap Advisors, LLC 0.01% Add +5.6% 5,388 $253K
Eagle Global Advisors LLC 0.01% New 5,359 $252K
Strategic Investment Advisors / MI 0.02% New 5,351 $251K
D'Orazio & Associates, Inc. 0.03% New 5,345 $251K
VectorGlobal IAG, Inc. 0.06% — 5,315 $250K
Fiduciary Alliance LLC 0.02% Reduce -75.5% 5,415 $250K
Westover Capital Advisors, LLC 0.05% New 5,300 $249K
Crestwood Advisors Group, LLC 0.00% New 5,273 $248K
Institute for Wealth Management, LLC. 0.03% New 5,270 $248K
Cullen Investment Group, LTD. 0.03% New 5,265 $247K
Keystone Wealth Services, LLC 0.05% New 5,259 $247K
Everest Financial Group LLC 0.04% New 5,257 $247K
Weitzel Financial Services, Inc. 0.09% New 5,216 $247K
Integrity Financial Corp 0.12% New 5,239 $246K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -23.4% 5,235 $246K
Illumine Investment Management, LLC 0.19% New 5,232 $246K
West Michigan Advisors, LLC 0.05% New 5,228 $246K
Sound Income Strategies, LLC 0.01% Reduce -4.5% 5,314 $245K
Cottonwood Capital Advisors, LLC 0.17% New 5,220 $245K
Anchyra Partners LLC 0.07% New 5,207 $245K
Axis Wealth Partners, LLC 0.13% New 5,184 $244K
Searle & Co. 0.06% New 5,181 $244K
Pine Valley Investments Ltd Liability Co 0.01% New 5,179 $243K
Citizens Financial Group Inc. 0.00% New 5,149 $242K
First Financial Bankshares Inc 0.00% New 5,131 $241K
FRG Family Wealth Advisors LLC 0.04% Reduce -45.0% 5,127 $241K
Kure Advisory, LLC 0.13% New 5,127 $241K
CMG Global Holdings, LLC 0.11% No change 5,120 $241K
GM Advisory Group, LLC 0.01% New 5,112 $240K
1900 Wealth Management LLC 0.02% New 5,086 $239K
Secure Asset Management, LLC 0.04% New 5,085 $239K
Peoples Financial Services Corp. 0.11% Reduce -0.1% 5,062 $238K
Summit Financial Wealth Advisors, LLC 0.03% New 5,062 $238K
FPC Investment Advisory, Inc. 0.12% New 5,100 $236K
Jump Financial, LLC 0.00% New 5,018 $236K
Cornerstone Wealth Group, LLC 0.02% New 5,136 $236K
Kiley Juergens Wealth Management, LLC 0.04% New 5,017 $236K
Legacy Wealth Managment, LLC 0.12% No change 5,006 $235K
North Star Asset Management Inc. 0.01% New 5,001 $235K
Appalachian Capital Management Ltd 0.19% New 5,000 $235K
Pavaki Capital Management LLC 0.17% No change 5,000 $235K
Doheny Asset Management 0.15% New 5,000 $235K
Estabrook Capital Management 0.03% No change 5,000 $235K
Hills Bank & Trust Co 0.01% No change 4,988 $234K
Krilogy Financial LLC 0.01% Reduce -38.4% 4,920 $234K
Traveka Wealth, LLC 0.09% New 4,976 $234K
Canandaigua National Corp. 0.02% — 4,974 $234K
TT Capital Management LLC 0.19% Reduce -82.5% 4,966 $233K
SmartHarvest Portfolios, LLC 0.10% New 4,966 $233K
First Foundation Advisors 0.01% New 4,956 $233K
Fiduciary Group, LLC 0.02% New 4,934 $232K
Lloyd Advisory Services, LLC. 0.07% Add +1321.0% 4,931 $232K
Kingdom Financial Group LLC. 0.07% Add +2.8% 4,931 $232K
Exit Wealth Advisors, LLC. 0.12% New 4,881 $229K
Apella Capital, LLC 0.00% New 5,125 $229K
Clear Trail Advisors, LLC 0.04% New 4,854 $228K
Cromwell Holdings LLC 0.13% No change 4,853 $228K
PGIM Custom Harvest LLC 0.00% New 4,851 $228K
SALT Holding Corp. 0.14% New 4,800 $226K
IFG Advisors, LLC 0.04% New 4,794 $225K
Quantum Financial Advisors, LLC 0.03% New 4,792 $225K
New Republic Capital, LLC 0.08% Reduce -33.7% 4,791 $225K
Bath Savings Trust Co 0.02% New 4,781 $225K
N.E.W. Advisory Services LLC 0.02% Add +0.8% 4,778 $225K
Evolve Private Wealth, LLC 0.01% New 4,775 $224K
Almanack Investment Partners, LLC. 0.04% New 4,760 $224K
Private Trust Co. NA 0.02% Add +10.7% 4,732 $222K
Riversedge Advisors, LLC 0.04% New 4,722 $222K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 4,722 $222K
Schulhoff & Co. Inc. 0.09% New 4,702 $221K
TCTC Holdings, LLC 0.01% No change 4,700 $221K
Bridgewater Advisors Inc. 0.01% New 5,002 $221K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% New 4,683 $220K
Retirement Financial Solutions, LLC 0.06% New 4,678 $220K
Hummer Financial Advisory Services Inc 0.16% New 4,668 $219K
Badgley Phelps Wealth Managers, LLC 0.00% New 4,625 $217K
MSH Capital Advisors LLC 0.05% New 4,623 $217K
OneAscent Family Office, LLC 0.15% New 4,621 $217K
LongView Wealth Management 0.05% New 4,694 $217K
Stonebridge Financial Group, LLC 0.02% New 4,602 $216K
Pines Wealth Management, LLC 0.07% Reduce -24.0% 4,601 $216K
Coastal Bridge Advisors, LLC 0.02% New 4,598 $216K
Earned Wealth Advisors, LLC 0.01% New 4,564 $214K
Oxbow Advisors, LLC 0.02% New 4,560 $214K
Leelyn Smith, LLC 0.03% New 4,556 $214K
XY Planning Network, Inc. 0.03% New 4,620 $213K
Sovereign Financial Group, Inc. 0.04% New 4,538 $213K
Bedell Frazier Investment Counselling, LLC 0.04% New 4,500 $212K
ARS Wealth Advisors Group, LLC 0.02% New 4,488 $211K
Pennington Partners & Co., LLC 0.07% New 4,487 $211K
Hilltop Partners LLC 0.05% New 4,470 $210K
OpenArc Corporate Advisory, LLC 0.00% New 4,465 $210K
Chase Investment Counsel Corp. 0.05% New 4,459 $209K
Cohen Capital Management, Inc. 0.03% New 4,446 $209K
Bradley Foster & Sargent Inc. 0.00% New 4,440 $209K
VVR Holdings LLC 0.11% New 4,434 $208K
Oakworth Capital, Inc. 0.01% No change 4,393 $206K
Goldstone Financial Group, LLC 0.02% New 4,376 $206K
NFSG Corp 0.03% Reduce -52.8% 4,366 $205K
Optima Capital LLC 0.10% Add +0.8% 4,363 $205K
Intrust Bank NA 0.02% New 4,348 $204K
Stonehearth Capital Management, LLC 0.08% New 4,337 $204K
Virtus Investment Advisers, LLC 0.06% Reduce -9.3% 4,322 $203K
Cross Staff Investments Inc 0.10% New 4,321 $203K
Providence Wealth Advisors, LLC 0.13% New 4,391 $202K
Retirement Guys Formula LLC 0.09% New 4,286 $201K
Gateway Wealth Partners, LLC 0.01% New 4,273 $201K
Lummis Asset Management, LP 0.12% No change 4,239 $201K
Fairvoy Private Wealth, LLC 0.05% New 4,263 $200K
Marco Investment Management LLC 0.02% New 4,260 $200K
JB Capital LLC 0.01% New 4,258 $200K
Opal Wealth Advisors, LLC 0.05% New 4,253 $200K
City Holding Co. 0.02% Reduce -2.2% 4,188 $197K
NBT Bank, N.A. 0.01% Reduce -13.9% 4,149 $195K
Ancora Advisors LLC 0.00% Add +0.0% 4,103 $193K
Atlas Capital Advisors Inc. 0.02% No change 4,068 $191K
Dakota Community Bank & Trust NA 0.64% No change 4,000 $188K
Destiny Wealth Partners, LLC 0.02% New 3,942 $185K
Tsfg, LLC 0.03% Reduce -9.3% 3,941 $185K
First Horizon Corp. 0.01% Reduce -0.1% 3,927 $185K
Nvest Wealth Strategies, Inc. 0.13% Add +0.2% 3,923 $184K
Nemes Rush Group LLC 0.02% Add +8.7% 3,811 $179K
TIAA Wealth Investment Management LLC 0.00% — 3,808 $179K
Salomon & Ludwin, LLC 0.02% Add +22.4% 3,783 $178K
Acropolis Investment Management, LLC 0.01% New 3,724 $175K
Financial Gravity Asset Management, Inc. 0.03% Reduce -25.0% 3,703 $174K
Community Financial Services Group, LLC 0.03% New 3,709 $171K
Cullen/Frost Bankers, Inc. 0.00% Reduce -45.8% 3,623 $170K
First PREMIER Bank 0.04% No change 3,566 $167K
Anfield Capital Management, LLC 0.05% Add +700.7% 3,499 $164K
City State Bank 0.04% No change 3,443 $162K
Avion Wealth 0.03% Add +21.4% 3,382 $158K
Key Financial Inc 0.03% Add +8.9% 3,352 $158K
Toth Financial Advisory Corp. 0.02% Reduce -0.1% 3,307 $155K
Parkside Financial Bank & Trust 0.01% Add +43.3% 3,278 $154K
CrossGen Wealth, LLC 0.13% Add +1.1% 3,250 $153K
Resources Management Corp. /CT/ 0.02% No change 3,100 $146K
Pinney & Scofield, Inc. 0.08% No change 3,010 $141K
Union Bancaire Privee, UBP SA 0.00% No change 3,000 $140K
Nvwm, LLC 0.03% No change 2,898 $136K
BOK Financial Private Wealth, Inc. 0.01% Add +5.6% 2,892 $136K
Sittner & Nelson, LLC 0.05% No change 2,880 $135K
Asset Dedication, LLC 0.01% Reduce -25.9% 2,879 $135K
Brown, Lisle/Cummings, Inc. 0.03% Add +0.7% 2,878 $135K
Bruce G. Allen Investments, LLC 0.09% Reduce -10.3% 2,861 $134K
KERR FINANCIAL PLANNING Corp 0.09% Add +1.1% 2,857 $133K
Colonial Trust Co / SC 0.02% Reduce -3.8% 2,803 $132K
Steph & Co. 0.04% No change 2,792 $131K
Millstone Evans Group, LLC 0.08% No change 2,786 $131K
Trust Co. of Toledo NA 0.01% No change 2,760 $130K
Bank & Trust Co 0.08% No change 2,648 $124K
Cassaday & Co Wealth Management LLC 0.00% New 2,635 $124K
Delta Asset Management LLC 0.01% Reduce -5.4% 2,621 $123K
Heritage Wealth Advisors 0.00% No change 2,548 $120K
CNB Bank 0.05% Reduce -7.0% 2,533 $119K
MCF Advisors LLC 0.01% Reduce -14.3% 2,482 $117K
Addison Advisors LLC 0.03% Reduce -0.2% 2,471 $116K
Tompkins Financial Corp. 0.01% No change 2,456 $115K
Bank Pictet & Cie (Europe) AG 0.00% No change 2,450 $115K
Truvestments Capital LLC 0.02% Add +11.5% 2,419 $114K
Hilton Head Capital Partners, LLC 0.06% Reduce -11.0% 2,415 $114K
Bravera Wealth 0.05% No change 2,397 $113K
Evelyn Partners Investment Management LLP 0.00% No change 2,382 $112K
SJS Investment Consulting Inc. 0.01% Reduce -13.6% 2,287 $107K
Private Wealth Asset Management, LLC 0.01% Add +32.2% 2,259 $106K
Vestor Capital, LLC 0.01% Reduce -96.7% 2,229 $105K
Armstrong Advisory Group, Inc. 0.01% Reduce -36.2% 2,183 $103K
McIlrath & Eck, LLC 0.01% Reduce -21.0% 2,085 $98K
Napier Financial, LLC 0.02% New 2,075 $98K
Indiana Trust & Investment Management Co 0.03% No change 2,034 $96K
Tradewinds Capital Management, LLC 0.02% Add +0.3% 2,027 $95K
Whipplewood Advisors, LLC 0.05% Add +72.7% 2,009 $94K
New England Capital Financial Advisors LLC 0.03% No change 2,002 $94K
CX Institutional 0.00% Reduce -26.8% 1,942 $91K
Strategic Investment Solutions, Inc. 0.02% Add +294.6% 7,494 $90K
Owl Creek Wealth Partners LLC 0.03% — 1,863 $88K
Smithfield Trust Co 0.00% No change 1,835 $86K
Twin Peaks Wealth Advisors, LLC 0.02% New 1,822 $86K
Grove Bank & Trust 0.01% Add +1.2% 1,819 $85K
Ameriflex Group, Inc. 0.04% Add +0.6% 1,818 $85K
Valley National Advisers Inc. 0.01% Reduce -5.3% 1,773 $83K
JCIC Asset Management Inc. 0.03% Add +2.9% 1,765 $83K
Fairscale Capital, LLC 0.06% No change 1,719 $81K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,704 $80K
Strategic Wealth Partners, Ltd. 0.01% No change 1,671 $79K
Tripletail Wealth Management, LLC 0.10% Reduce -12.5% 1,612 $76K
Barrett & Company, Inc. 0.03% Add +0.1% 1,614 $76K
Golden State Wealth Management, LLC 0.01% Add +1.1% 1,611 $76K
West Branch Capital LLC 0.02% No change 1,601 $75K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,600 $75K
Ascentis Wealth Management, LLC 0.02% New 1,546 $73K
Global Assets Advisory, LLC 0.02% New 1,536 $72K
First Command Advisory Services, Inc. 0.00% Add +160.8% 1,531 $72K
Coastline Trust Co 0.01% No change 1,530 $72K
Basso Capital Management, L.P. 0.04% No change 1,500 $71K
Cornerstone National Bank & Trust Co 0.03% No change 1,526 $70K
Westside Investment Management, Inc. 0.01% Reduce -6.5% 1,478 $70K
SHP Wealth Management 0.01% Add +5.3% 1,481 $70K
Triumph Capital Management 0.01% Reduce -2.0% 1,441 $68K
Cornerstone Planning Group LLC 0.01% Add +5.4% 1,373 $64K
Aventura Private Wealth, LLC 0.02% No change 1,352 $64K
Westfuller Advisors, LLC 0.03% No change 1,342 $63K
Colonial Trust Advisors 0.00% Add +17.3% 1,341 $63K
Strive Financial Group ,LLC 0.03% Add +1676.0% 1,332 $63K
Gen-Wealth Partners Inc 0.02% No change 1,340 $63K
JFS Wealth Advisors, LLC 0.00% Reduce -2.0% 1,340 $63K
Montag A & Associates Inc. 0.00% Add +13.1% 1,307 $61K
Hazlett, Burt & Watson, Inc. 0.02% Add +30.0% 1,300 $61K
Vision Financial Markets LLC 0.06% No change 1,286 $60K
LRI Investments, LLC 0.01% No change 1,276 $60K
Natixis 0.00% No change 1,225 $58K
Physician Wealth Advisors, Inc. 0.01% Add +0.7% 1,217 $57K
Financial Management Professionals, Inc. 0.01% No change 1,210 $57K
Center for Financial Planning, Inc. 0.01% No change 1,210 $57K
Compound Global Advisors, LLC 1.75% New 1,200 $56K
EFG International AG 0.00% New 1,198 $56K
Nisa Investment Advisors, LLC 0.00% Add +18.3% 1,183 $56K
Osbon Capital Management LLC 0.04% Add +1410.7% 1,133 $53K
Twin Lakes Capital Management, LLC 0.02% Add +1.1% 1,129 $53K
TD Capital Management LLC 0.00% Add +9.8% 1,121 $53K
Bogart Wealth, LLC 0.00% Reduce -0.7% 1,107 $52K
Rossby Financial, LCC 0.01% Add +7.0% 1,124 $52K
Sawyer & Company, Inc 0.02% No change 1,104 $52K
South Plains Financial, Inc. 0.03% No change 1,100 $52K
Towne Trust Company, N.A 0.02% No change 1,084 $51K
MBM Wealth Consultants, LLC 0.01% New 1,064 $50K
Hanson & Doremus Investment Management 0.01% New 1,058 $50K
Acima Private Wealth, LLC 0.02% No change 1,058 $50K
Chilton Capital Management LLC 0.00% No change 1,025 $48K
Chelsea Counsel Co. 0.02% No change 1,000 $47K
Missouri Trust & Investment Co 0.01% No change 1,000 $47K
Monetary Management Group Inc. 0.01% No change 1,000 $47K
TFC Financial Management, Inc. 0.01% No change 1,000 $47K
Daytona Street Capital LLC 0.04% No change 1,000 $46K
Signature Resources Capital Management, LLC 0.02% Reduce -29.1% 960 $45K
Gill Capital Partners, LLC 0.01% New 898 $42K
Crews Bank & Trust 0.01% Add +113.8% 855 $40K
Financial Life Planners 0.03% New 834 $39K
Adirondack Trust Co. 0.01% Reduce -6.8% 785 $37K
Bank of New Hampshire 0.01% No change 785 $37K
Ulland Investment Advisors, LLC 0.03% No change 739 $35K
Manchester Capital Management LLC 0.01% Add +5.0% 739 $35K
Capital Advisors, Ltd. LLC 0.00% No change 718 $34K
CoreFirst Bank & Trust 0.02% No change 721 $34K
Salem Investment Counselors Inc. 0.00% New 720 $34K
Vanguard National Trust Co 0.00% — 719 $34K
Root Financial Partners, LLC 0.00% Reduce -72.1% 709 $33K
Axiom Investment Management LLC 0.03% — 700 $33K
Accordant Advisory Group Inc 0.02% Add +133.3% 700 $33K
Summit Securities Group LLC 0.02% Reduce -97.6% 700 $33K
Measured Wealth Private Client Group, LLC 0.01% No change 700 $33K
Motco 0.00% Reduce -78.5% 690 $32K
Financial Perspectives, Inc 0.01% No change 680 $32K
Miller Wealth Advisors, LLC 0.01% Add +1.1% 675 $32K
SOA Wealth Advisors, LLC. 0.01% No change 665 $31K
Farmers & Merchants Investments Inc. 0.00% No change 664 $31K
Essex Investment Management Co. LLC 0.00% No change 662 $31K
True Wealth Design, LLC 0.01% Add +112.2% 660 $31K
Silicon Valley Capital Partners 0.00% Add +0.9% 643 $30K
PlanVest Financial, Inc 0.02% — 643 $30K
VSM Wealth Advisory, LLC 0.01% New 620 $29K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 608 $29K
Bayban 0.02% No change 600 $28K
First United Bank & Trust 0.01% No change 600 $28K
Flagship Wealth Advisors, LLC 0.01% Reduce -11.8% 928 $28K
Harbor Investment Advisory, LLC 0.00% Reduce -0.7% 587 $28K
Halbert Hargrove Global Advisors, LLC 0.00% No change 568 $27K
Ares Financial Consulting, LLC 0.02% No change 573 $26K
GHP Investment Advisors, Inc. 0.00% Reduce -1.2% 562 $26K
Vision Retirement, LLC 0.01% No change 556 $26K
Kozak & Associates, Inc. 0.01% Add +0.5% 560 $26K
2UniFi Bank 0.01% No change 550 $26K
Transamerica Financial Advisors, LLC 0.00% Reduce -6.4% 543 $26K
Strengthening Families & Communities, LLC 0.01% Reduce -64.3% 519 $24K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -84.7% 511 $24K
Hara Capital LLC 0.01% No change 510 $24K
DT Investment Partners, LLC 0.00% No change 506 $24K
Trask Adam Roland 0.02% — 500 $24K
Prosperity Bancshares Inc 0.02% New 500 $24K
PFS Partners, LLC 0.01% No change 500 $24K
Community Bank, N.A. 0.00% No change 500 $24K
Godsey & Gibb, Inc. 0.00% No change 500 $24K
Ankerstar Wealth, LLC 0.02% Reduce -35.3% 484 $23K
Federated Hermes, Inc. 0.00% Add +145.4% 481 $23K
Country Trust Bank 0.00% Reduce -68.6% 457 $21K
GW&K Investment Management, LLC 0.00% Add +12.3% 438 $21K
WealthCollab, LLC 0.01% Reduce -13.6% 438 $21K
Birchbrook, Inc. 0.01% No change 428 $20K
Park Place Capital Corp 0.00% No change 426 $20K
Intentional Wealth Strategies, LLC 0.02% — 421 $20K
WPG Advisers, LLC 0.01% Reduce -36.7% 405 $19K
Covestor Ltd 0.01% Reduce -0.3% 403 $19K
Capital & Planning, LLC 0.01% New 400 $19K
Coston, McIsaac & Partners 0.00% Reduce -11.3% 386 $18K
Southern Michigan Bank & Trust 0.01% — 378 $18K
Global Trust Asset Management, LLC 0.01% New 375 $18K
WFA of San Diego, LLC 0.01% Reduce -73.0% 374 $18K
Tidemark, LLC 0.00% Add +1.1% 367 $17K
CKW Financial Group 0.00% No change 370 $17K
DHJJ Financial Advisors, Ltd. 0.01% No change 355 $17K
Essential Partners LLC 0.01% Reduce -29.9% 354 $17K
Reyes Financial Architecture, Inc. 0.01% No change 344 $16K
Innovative Asset Advisors Group, LLC 0.01% — 342 $16K
LOM Asset Management Ltd 0.00% No change 340 $16K
Kentucky Trust Co 0.01% No change 332 $16K
Financially Speaking Inc 0.08% No change 330 $16K
Leonteq Securities AG 0.00% Reduce -42.5% 320 $15K
Beacon Investment Advisory Services, Inc. 0.00% New 319 $15K
HHM Wealth Advisors, LLC 0.00% No change 306 $14K
Breakwater Investment Management 0.01% New 300 $14K
CGC Financial Services, LLC 0.00% No change 296 $14K
Citizens National Bank Trust Department 0.00% No change 295 $14K
William B. Walkup & Associates, Inc. 0.01% No change 407 $14K
Financial Network Wealth Advisors LLC 0.01% Reduce -2.3% 292 $14K
Bell Investment Advisors, Inc 0.00% Add +22.0% 272 $13K
High Note Wealth, LLC 0.00% No change 268 $13K
MV Capital Management, Inc. 0.00% Add +50.0% 264 $12K
Provenance Wealth Advisors, LLC 0.00% No change 260 $12K
Valued Wealth Advisors LLC 0.00% No change 257 $12K
Evelyn Partners Asset Management Ltd 0.00% No change 257 $12K
Financial Consulate, Inc. 0.00% Reduce -1.5% 255 $12K
Clean Yield Group 0.00% No change 250 $12K
Morse Asset Management, Inc 0.00% Reduce -1.2% 250 $12K
Beaird Harris Wealth Management, LLC 0.00% No change 248 $12K
Quest 10 Wealth Builders, Inc. 0.01% No change 245 $12K
Gold Investment Management Ltd. 0.00% No change 242 $11K
Key Capital Management, INC 0.01% New 240 $11K
Prestige Wealth Management Group LLC 0.00% No change 226 $11K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 213 $10K
IMG Wealth Management, Inc. 0.01% No change 212 $10K
Robinswood Financial LLC 0.00% Add +1.4% 210 $10K
Magnolia Wealth Management, LLC 0.01% New 209 $10K
Benson Wealth Management INC 0.01% No change 206 $10K
Clayton Financial Group LLC 0.01% No change 206 $10K
Kilter Group LLC 0.00% Add +125.8% 201 $9K
Virginia Estate & Retirement Planning Advisors Inc. 0.02% — 200 $9K
Asset Planning,Inc 0.01% No change 200 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 200 $9K
ESL Trust Services, LLC 0.00% No change 200 $9K
Lavaca Capital LLC 0.00% No change 200 $9K
Security National Bank 0.00% No change 200 $9K
Bare Financial Services, Inc 0.00% Add +25.3% 198 $9K
Lodestone Wealth Management LLC 0.00% No change 196 $9K
Rakuten Securities, Inc. 0.00% Add +1636.4% 191 $9K
Mosley Wealth Management 0.00% New 255 $9K
Principia Wealth Advisory, LLC 0.00% Add +33.3% 184 $9K
Bangor Savings Bank 0.00% No change 184 $9K
Joseph Group Capital Management 0.00% Reduce -6.2% 183 $9K
Ameritas Investment Partners, Inc. 0.00% Add +0.6% 181 $9K
Frazier Financial Advisors, LLC 0.00% Add +18.3% 181 $9K
Webster Bank, N. A. 0.00% No change 180 $8K
TOWER TRUST & INVESTMENT Co 0.01% No change 178 $8K
Highline Wealth Partners LLC 0.00% Add +46.3% 177 $8K
McMillan Office, Inc. 0.00% No change 176 $8K
Comprehensive Financial Planning, Inc. 0.01% No change 172 $8K
Abound Wealth Management 0.00% Reduce -24.3% 165 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 161 $8K
Sachetta, LLC 0.00% No change 159 $7K
Wilkerson Advisory Group LLC 0.00% Add +0.7% 150 $7K
Vermillion Wealth Management, Inc. 0.00% No change 150 $7K
MTM Investment Management, LLC 0.00% Reduce -25.0% 150 $7K
Glen Eagle Advisors, LLC 0.00% Reduce -76.5% 150 $7K
Retirement Wealth Solutions LLC 0.00% Add +89.5% 144 $7K
Alerus Financial NA 0.00% No change 144 $7K
Manning & Napier Advisors LLC 0.00% Reduce -16.5% 142 $7K
Main Street Group, LTD 0.00% New 136 $6K
Marshall Investment Management, LLC 0.00% New 136 $6K
Turim 21 Investimentos Ltda. 0.00% No change 1,029 $6K
Consultiva Wealth Management, Corp. 0.02% No change 123 $6K
Networth Advisors, LLC 0.00% No change 121 $6K
Scarborough Advisors, LLC 0.00% New 121 $6K
JDM Financial Group LLC 0.00% New 120 $6K
Wellington-Altus USA Inc. 0.00% No change 146 $5K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 113 $5K
Sunrise Financial Services, LLC 0.00% No change 107 $5K
Signature Equity Partners, LLC 0.00% Reduce -7.0% 107 $5K
Roble, Belko & Company, Inc 0.00% No change 101 $5K
Graney & King, LLC 0.00% No change 106 $5K
American Capital Advisory, LLC 0.00% Add +251.7% 102 $5K
Boreal Capital Management LLC 0.00% No change 100 $5K
Hoertkorn Richard Charles 0.00% No change 100 $5K
Richardson Financial Services Inc. 0.00% No change 100 $5K
Tanglewood Legacy Advisors, LLC 0.00% No change 100 $5K
Quaker Wealth Management, LLC 0.00% Reduce -55.4% 100 $5K
Burk Holdings LLC 0.00% New 93 $4K
Meramec Financial Planners, LLC 0.00% Add +1.1% 96 $4K
Raffa Wealth Management, LLC 0.00% No change 92 $4K
Elevated Capital Advisors, LLC 0.00% No change 91 $4K
JPL Wealth Management, LLC 0.00% New 91 $4K
Basepoint Wealth LLC 0.00% No change 89 $4K
American National Bank & Trust 0.00% Reduce -69.8% 85 $4K
IMA Advisory Services, Inc. 0.00% Reduce -6.6% 85 $4K
JNBA Financial Advisors 0.00% No change 84 $4K
Hoey Investments, Inc. 0.00% No change 83 $4K
YANKCOM Partnership 0.00% Reduce -91.4% 82 $4K
Cranbrook Wealth Management, LLC 0.00% No change 82 $4K
Nova Wealth Management, Inc. 0.00% No change 80 $4K
Albion Financial Group 0.00% New 80 $4K
Merkkuri Wealth Advisors LLC 0.00% New 78 $4K
Roxbury Financial LLC 0.00% No change 76 $4K
Dunhill Financial, LLC 0.00% New 68 $3K
SWAN Capital LLC 0.00% Reduce -40.6% 63 $3K
Arlington Trust Co LLC 0.00% New 63 $3K
Bullock Wealth Management Group 0.00% No change 57 $3K
Western Pacific Wealth Management, LP 0.00% No change 56 $3K
Financial Freedom, LLC 0.00% Add +1.8% 56 $3K
CVA Family Office, LLC 0.00% No change 54 $3K
1620 Investment Advisors, Inc. 0.00% No change 50 $2K
Pacifica Partners Inc. 0.00% New 50 $2K
Pacific Center for Financial Services 0.00% No change 50 $2K
Cornerstone Financial Management LLC 0.00% Reduce -62.0% 46 $2K
McGuire Capital Advisors Inc. 0.00% No change 46 $2K
IAG Wealth Partners, LLC 0.00% No change 40 $2K
Synergy Investment Management, LLC 0.00% New 36 $2K
Valley Wealth Managers, Inc. 0.00% New 32 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 31 $1K
Strategic Advocates LLC 0.01% Reduce -87.6% 30 $1K
Dogwood Wealth Management LLC 0.00% New 28 $1K
Tiaa Trust, National Association 0.00% Reduce -99.9% 24 $1K
Copia Wealth Management 0.00% New 20 $940
DecisionPoint Financial, LLC 0.00% Reduce -95.3% 20 $940
Purpose Unlimited Inc. 0.00% New 19 $894
Godfrey Financial Associates, Inc. 0.00% No change 13 $611
Clark Wealth Partners 0.00% No change 12 $570
Team Financial Group, LLC 0.00% No change 11 $512
Elequin Capital, LP 0.00% New 10 $470
Harbor Asset Planning, Inc. 0.00% No change 9 $430
Investment Research & Advisory Group, Inc. 0.00% No change 4 $188
Trust Co 0.00% No change 2 $94
Mountain Hill Investment Partners Corp. 0.00% No change 1 $49

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