Broadridge Financial SolutioBR

13F holders, Q3 2024 (September 30)
1,014holders +86
125new positions
43sold out
7famous investors
$214.49avg. 13F price*

At the end of Q3 2024, 1,014 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, up 86 from Q2 2024. 125 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock, Inc. ($2.2B) and Morgan Stanley ($1.2B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Broadridge Financial Solutio
Sector
Consumer Discretionary
CUSIP
11133T103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions125$269.3M
Exits43$84.7M

All 13F filers, Q2 2024 → Q3 2024: 4,826,833 shares bought and 6,635,532 shares sold, net −1,808,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,014 holders

Vanguard Group Inc. 0.05% Reduce -0.5% 14,220,092 $3.1B
BlackRock, Inc. 0.05% — 10,262,316 $2.2B
Morgan Stanley 0.08% Reduce -6.4% 5,349,289 $1.2B
State Street Corp. 0.05% Add +1.0% 5,181,715 $1.1B
Janus Henderson Group PLC 0.36% Reduce -1.6% 3,236,793 $696.0M
Geode Capital Management, LLC 0.05% Add +0.5% 2,999,874 $643.0M
Capital International Investors 0.11% Reduce -19.0% 2,751,609 $591.3M
T. Rowe Price Investment Management, Inc. 0.35% Reduce -0.7% 2,663,099 $572.6M
APG Asset Management N.V. 3.53% Reduce -30.8% 2,762,786 $532.3M
T. Rowe Price Associates Inc. 0.06% Reduce -41.0% 2,373,761 $510.4M
Jensen Investment Management Inc. 2.95% Reduce -5.5% 1,643,215 $353.3M
Barclays PLC 0.15% Reduce -3.3% 1,608,021 $345.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.37% Add +2.8% 1,606,228 $345.4M
Stifel Financial Corp. 0.36% Add +0.4% 1,594,415 $342.9M
Invesco Ltd. 0.06% Add +4.4% 1,405,931 $302.3M
Northern Trust Corp. 0.05% Reduce -2.2% 1,290,460 $277.5M
Wells Fargo & Company 0.06% Reduce -2.6% 1,210,595 $260.3M
Bahl & Gaynor LLC 1.22% Reduce -0.8% 1,100,341 $236.6M
Navera Investment Management Ltd. 4.12% Reduce -2.8% 1,078,269 $231.8M
Macquarie Group Ltd. 0.23% Reduce -1.0% 990,748 $213.0M
Franklin Resources Inc. 0.06% Reduce -3.2% 929,083 $205.8M
Dimensional Fund Advisors LP 0.05% Add +0.5% 945,574 $203.3M
Amundi 0.07% Add +87.4% 903,061 $195.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +2.4% 904,919 $194.6M
Bank of New York Mellon Corp 0.04% Reduce -3.0% 876,024 $188.4M
Fayez Sarofim & Co 0.48% Reduce -1.0% 873,567 $187.8M
Legal & General Group Plc 0.05% Add +3.4% 872,997 $187.7M
Kayne Anderson Rudnick Investment Management LLC 0.39% Add +2.0% 816,491 $175.6M
Goldman Sachs Group Inc. 0.03% Add +0.7% 699,261 $150.4M
Bank of America Corp. 0.01% Add +0.6% 693,607 $149.1M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.2% 661,413 $142.2M
Confluence Investment Management LLC 1.85% Reduce -1.6% 642,390 $138.1M
Envestnet Asset Management Inc. 0.04% Reduce -3.8% 632,808 $136.1M
Baird Financial Group, Inc. 0.24% Reduce -8.3% 563,551 $121.2M
California Public Employees Retirement System 0.08% Reduce -8.1% 538,608 $115.8M
Aberdeen Group plc 0.21% Add +5.5% 536,083 $114.5M
Nuveen Asset Management, LLC 0.03% Reduce -1.5% 494,646 $106.5M
Parnassus Investments, LLC 0.22% Reduce -3.6% 490,161 $105.4M
Alliancebernstein L.P. 0.03% Add +0.3% 474,173 $102.0M
CIBC Private Wealth Group LLC 0.17% Reduce -3.0% 441,353 $94.9M
Rathbones Group PLC 0.48% No change 439,525 $94.5M
Deutsche Bank AG 0.04% Add +28.5% 431,554 $92.8M
JPMorgan Chase & Co. 0.01% Reduce -44.2% 423,712 $91.1M
Norges Bank 0.01% Reduce -5.7% 421,917 $90.7M
Qube Research & Technologies Ltd 0.16% Add +8712.3% 405,453 $87.2M
Raymond James & Associates 0.05% Add +0.2% 404,832 $87.1M
Boston Financial Mangement LLC 2.46% Reduce -2.4% 383,846 $82.5M
Earnest Partners LLC 0.36% Add +5.5% 382,728 $82.3M
Ensemble Capital Management, LLC 6.95% Reduce -14.3% 380,924 $81.9M
HSBC Holdings PLC 0.05% Add +40.1% 373,155 $80.1M
Swiss National Bank 0.05% Add +0.6% 350,800 $75.4M
UBS Group AG 0.02% Add +32.5% 348,774 $75.0M
Mackenzie Financial Corp. 0.10% Reduce -15.7% 323,358 $69.5M
Fenimore Asset Management Inc 1.36% Add +4.6% 313,193 $67.3M
Ninety One UK Ltd 0.18% Reduce -40.9% 309,889 $66.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.52% Reduce -1.9% 269,200 $58.4M
First Trust Advisors LP 0.06% Add +12.5% 271,128 $58.3M
LPL Financial LLC 0.03% Add +3.9% 270,480 $58.2M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +1.0% 265,440 $57.1M
King Luther Capital Management Corp. 0.24% Reduce -4.1% 257,859 $55.4M
TD Asset Management Inc 0.05% Add +1.1% 256,428 $54.4M
Millennium Management 0.05% Add +83.5% 252,248 $54.2M
London Co. of Virginia 0.29% Add +9.1% 252,218 $54.2M
Rhumbline Advisers 0.05% Reduce -1.5% 251,009 $54.0M
Schwartz Investment Counsel Inc. 1.89% Reduce -26.0% 247,350 $53.2M
AQR Capital Management 0.07% Add +279.8% 249,569 $53.2M
Royal Bank of Canada 0.01% Add +4.1% 241,284 $51.9M
Renaissance Technologies 0.08% New 240,900 $51.8M
GW&K Investment Management, LLC 0.42% Reduce -1.7% 227,571 $48.9M
Pinebridge Investments, L.P. 0.34% Reduce -19.9% 212,945 $45.8M
Junto Capital Management LP 1.02% New 210,137 $45.2M
B. Metzler seel. Sohn & Co. Holding AG 0.44% — 208,090 $44.7M
B. Metzler seel. Sohn & Co. AG 0.44% Add +8.3% 208,090 $44.7M
Assenagon Asset Management S.A. 0.09% Add +3197.8% 204,366 $43.9M
California State Teachers Retirement System 0.05% Add +1.4% 202,946 $43.6M
BNP Paribas Financial Markets 0.04% Add +97.7% 198,878 $42.8M
Anchor Capital Advisors LLC 1.11% Reduce -2.5% 195,149 $42.0M
Voloridge Investment Management, LLC 0.13% Add +395.8% 169,005 $36.3M
American Century Companies Inc. 0.02% Add +591.3% 167,521 $36.0M
National Pension Service 0.03% Reduce -7.5% 166,799 $35.9M
Copeland Capital Management, LLC 0.61% Reduce -15.2% 163,475 $35.2M
Principal Financial Group Inc. 0.02% Add +4.3% 157,645 $33.9M
Andra AP-fonden 0.48% Add +10.1% 153,100 $32.9M
Ameriprise Financial Inc. 0.01% Reduce -12.9% 149,636 $32.2M
CANADA LIFE ASSURANCE Co 0.06% Add +3.3% 149,194 $32.1M
Benjamin Edwards Inc. 0.46% Add +2302.8% 147,004 $31.6M
Worldquant Millennium Advisors LLC 0.22% Add +113.8% 141,533 $30.4M
Teacher Retirement System of Texas 0.14% Add +111.6% 139,529 $30.0M
Bank of Montreal 0.01% Add +25.9% 139,763 $29.6M
Public Employees Retirement Association of Colorado 0.11% No change 132,596 $28.5M
Dearborn Partners LLC 1.15% Reduce -2.7% 131,497 $28.3M
Storebrand Asset Management As 0.09% Reduce -13.9% 129,511 $27.8M
Voya Investment Management LLC 0.03% Add +4.4% 129,301 $27.8M
Two Sigma Investments, LP 0.06% New 128,559 $27.6M
HighTower Advisors, LLC 0.04% Reduce -0.6% 119,861 $25.8M
Canada Pension Plan Investment Board 0.02% Add +7.2% 118,899 $25.6M
Aviva PLC 0.07% Add +2.3% 116,193 $25.0M
State Board of Administration of Florida Retirement System 0.05% Add +0.2% 114,903 $24.7M
Motley Fool Wealth Management, LLC 1.24% Reduce -2.5% 114,769 $24.7M
Bath Savings Trust Co 2.44% Reduce -0.2% 114,094 $24.5M
Geneva Capital Management LLC 0.39% Reduce -2.6% 108,842 $23.4M
Natixis Advisors, LLC 0.04% Add +8.0% 106,683 $22.9M
Wendell David Associates Inc. 2.18% Add +0.1% 106,157 $22.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +5.8% 105,497 $22.7M
Man Group plc 0.07% Reduce -24.5% 104,157 $22.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -20.6% 95,564 $20.5M
Royal London Asset Management Ltd. 0.05% Add +80.7% 95,305 $20.5M
New York State Teachers Retirement System 0.04% Reduce -4.7% 94,632 $20.3M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +32.4% 92,654 $19.9M
Nicholas Company, Inc. 0.32% Reduce -2.1% 90,830 $19.5M
Citigroup Inc. 0.02% Reduce -16.1% 88,172 $19.0M
Alta Capital Management LLC/ 1.10% Add +3.1% 86,145 $18.5M
Aptus Capital Advisors, LLC 0.27% Add +67.9% 83,196 $17.9M
Nordea Investment Management AB 0.02% Reduce -1.0% 83,713 $17.8M
Congress Asset Management Co. 0.12% Reduce -3.0% 82,220 $17.7M
Credit Agricole S A 0.09% Add +29.0% 82,123 $17.7M
FMR LLC 0.00% Add +9.7% 80,194 $17.2M
New York State Common Retirement Fund 0.02% Reduce -14.9% 79,953 $17.2M
Distillate Capital Partners LLC 0.85% New 78,589 $16.9M
Korea Investment CORP 0.04% Add +64.0% 76,251 $16.4M
Kelly Lawrence W & Associates Inc. 3.68% Reduce -1.6% 74,742 $16.1M
Robeco Institutional Asset Management B.V. 0.03% Reduce -7.4% 74,373 $16.0M
CW Advisors, LLC 0.21% Reduce -0.1% 74,091 $15.9M
Walter Public Investments Inc. 2.78% Reduce -4.9% 74,037 $15.9M
Prudential Financial Inc. 0.02% Reduce -2.1% 73,944 $15.9M
Pictet Asset Management Holding SA 0.02% Add +23.7% 73,278 $15.8M
State of Wisconsin Investment Board 0.04% Add +14.9% 73,215 $15.7M
Focus Partners Wealth 0.05% Reduce -54.3% 73,473 $15.7M
National Bank of Canada 0.02% Add +59.8% 72,208 $15.5M
Treasurer of the State of North Carolina 0.06% Add +37.4% 72,020 $15.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.1% 70,759 $15.2M
Russell Investments Group, Ltd. 0.02% Add +21.0% 69,705 $14.9M
Morningstar Investment Services LLC 0.15% Reduce -24.4% 69,417 $14.7M
Douglas Lane & Associates, LLC 0.20% Reduce -10.1% 68,156 $14.7M
Danske Bank A/S 0.05% Add +3.5% 67,665 $14.6M
Trexquant Investment LP 0.18% New 67,174 $14.4M
First National Bank of Omaha 0.90% Reduce -1.9% 65,716 $14.1M
Adage Capital Partners Gp, L.L.C. 0.02% Add +94.6% 65,000 $14.0M
Advisors Asset Management, Inc. 0.25% Reduce -0.5% 63,741 $13.7M
Crossmark Global Holdings, Inc. 0.25% Reduce -0.7% 63,219 $13.6M
Ensign Peak Advisors, Inc 0.02% Add +24.8% 63,201 $13.6M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -3.0% 62,578 $13.5M
McRae Capital Management Inc. 2.61% Reduce -0.6% 62,199 $13.4M
WASHINGTON TRUST Co 0.46% Reduce -1.4% 61,210 $13.2M
Running Oak Capital LLC 1.77% Add +3.8% 60,833 $13.1M
Toronto Dominion Bank 0.02% Add +24.0% 60,381 $13.0M
Forsta Ap-Fonden 0.10% Add +5.1% 59,300 $12.8M
Public Employees Retirement System of Ohio 0.05% Reduce -8.1% 57,783 $12.4M
Prudential PLC 0.06% Add +6.2% 57,564 $12.4M
US Bancorp \de 0.02% Add +4.5% 55,270 $11.9M
FineMark National Bank & Trust 0.41% Reduce -1.5% 54,999 $11.8M
ProShare Advisors LLC 0.03% Add +0.0% 54,957 $11.8M
DekaBank Deutsche Girozentrale 0.02% Reduce -0.7% 55,970 $11.8M
AXA S.A. 0.04% Add +50.6% 54,851 $11.8M
Truist Financial Corp. 0.02% Add +2.0% 53,999 $11.6M
Swiss Life Asset Management Ltd 0.13% Add +6.5% 53,894 $11.6M
ING Groep NV 0.07% Add +233.7% 53,069 $11.4M
Intech Investment Management LLC 0.13% Add +94.8% 52,471 $11.3M
Asset Management One Co., Ltd. 0.04% Add +14.4% 52,361 $11.3M
Citadel Advisors 0.01% Add +207648.0% 51,937 $11.2M
Alley Investment Management Company, LLC 1.40% Add +0.2% 51,513 $11.1M
Victory Capital Management Inc. 0.01% Add +6.0% 50,736 $10.9M
Sienna Gestion 0.73% Add +31.5% 50,843 $10.9M
PNC Financial Services Group, Inc. 0.01% Add +1.0% 49,948 $10.7M
Vision Capital Management, Inc. 1.50% Add +1.1% 49,411 $10.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% Reduce -1.8% 48,242 $10.4M
Southernsun Asset Management, LLC 1.23% Add +0.1% 48,177 $10.4M
Gotham Asset Management 0.11% Add +1316.9% 47,919 $10.3M
Addenda Capital Inc. 0.36% Reduce -0.1% 46,339 $10.0M
Motley Fool Asset Management LLC 0.59% Add +1.3% 46,513 $10.0M
Commerce Bank 0.06% Reduce -2.4% 46,111 $9.9M
Cyrus J. Lawrence, LLC 1.94% Add +1.1% 45,939 $9.9M
Comerica Bank 0.04% Reduce -1.2% 45,803 $9.8M
STRS Ohio 0.04% Add +12.3% 45,500 $9.8M
Mn Services Vermogensbeheer B.V. 0.07% Reduce -2.4% 45,130 $9.7M
Corient Private Wealth LP 0.02% Reduce -3.1% 44,476 $9.6M
Mattern Capital Management, LLC 1.20% Reduce -0.3% 44,221 $9.5M
Capital Group Private Client Services, Inc. 0.09% Reduce -1.2% 43,775 $9.4M
Nisa Investment Advisors, LLC 0.06% Add +4.4% 43,137 $9.3M
State of New Jersey Common Pension Fund D 0.04% No change 42,001 $9.0M
Meeder Asset Management Inc. 0.60% Add +0.4% 41,583 $8.9M
Raymond James Financial Services Advisors, Inc. 0.01% Add +10.8% 41,433 $8.9M
GHP Investment Advisors, Inc. 0.41% Add +2.7% 41,132 $8.8M
Marks Group Wealth Management, Inc 0.84% Add +1.5% 41,112 $8.8M
Federation des caisses Desjardins du Quebec 0.04% Add +12.7% 40,918 $8.8M
Santa Monica Partners LP 5.17% No change 40,793 $8.8M
Transform Wealth, LLC 0.58% Add +1.6% 40,352 $8.7M
Resona Asset Management Co.,Ltd. 0.05% Reduce -2.6% 39,441 $8.5M
McCollum Christoferson Group LLC 2.44% Reduce -0.4% 39,168 $8.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% — 38,142 $8.2M
Handelsbanken Fonder AB 0.03% Add +21.9% 38,061 $8.2M
Schroder Investment Management Group 0.01% Reduce -14.1% 38,206 $8.1M
Nomura Asset Management Co. Ltd. 0.02% Add +6.9% 35,497 $7.6M
MML Investors Services, LLC 0.03% Reduce -6.0% 35,448 $7.6M
MetLife Investment Management, LLC 0.04% Reduce -3.4% 35,218 $7.6M
Captrust Financial Advisors 0.02% Add +1.3% 35,012 $7.5M
Core Alternative Capital 1.41% Reduce -9.6% 34,020 $7.3M
Zevenbergen Capital Investments LLC 0.15% Add +0.2% 34,010 $7.3M
American Money Management, LLC 1.46% Reduce -0.5% 33,993 $7.3M
Arizona State Retirement System 0.05% Add +4.7% 33,859 $7.3M
Northstar Group, Inc. 1.31% Add +1.9% 33,538 $7.2M
O'Brien Greene & Co. Inc 2.24% Reduce -5.0% 33,456 $7.2M
Boston Trust Walden Corp 0.05% Reduce -1.1% 33,431 $7.2M
ExodusPoint Capital Management, LP 0.07% New 33,208 $7.1M
Crown Oak Advisors, LLC 3.92% Reduce -6.1% 32,823 $7.1M
Los Angeles Capital Management LLC 0.03% New 32,708 $7.0M
Aureus Asset Management, LLC 0.45% Add +13.1% 32,320 $6.9M
Sheaff Brock Investment Advisors, LLC 0.60% Add +0.5% 31,952 $6.9M
State of Michigan Retirement System 0.03% Reduce -1.9% 31,760 $6.8M
Jane Street Group, LLC 0.01% Reduce -18.1% 31,489 $6.8M
Blair William & Co. 0.02% Add +5.2% 31,481 $6.8M
Achmea Investment Management B.V. 0.11% Reduce -66.5% 31,160 $6.7M
Palmer Knight Co 2.91% Reduce -0.4% 30,768 $6.6M
Corebridge Financial, Inc. 0.04% Reduce -4.3% 30,669 $6.6M
Fifth Third Bancorp 0.02% Add +1.2% 30,635 $6.6M
Rockefeller Capital Management L.P. 0.02% Reduce -1.4% 30,557 $6.6M
IFM Investors Pty Ltd 0.06% Add +3.2% 30,060 $6.5M
Atria Investments, Inc 0.08% Add +9.7% 29,638 $6.4M
Great Lakes Advisors, LLC 0.05% Reduce -2.8% 29,376 $6.3M
Sei Investments Co. 0.01% Add +21.4% 29,271 $6.3M
AdvisorShares Investments LLC 1.20% Add +1.6% 29,226 $6.3M
Bell Asset Management Ltd 1.15% Reduce -34.0% 29,222 $6.3M
Brady Family Wealth, LLC 1.84% Reduce -1.7% 28,574 $6.1M
Commonwealth Equity Services, LLC 0.01% Reduce -5.0% 28,119 $6.0M
Pacer Advisors, Inc. 0.01% Add +21.7% 28,031 $6.0M
Teza Capital Management LLC 0.65% New 27,415 $5.9M
Kestra Private Wealth Services, LLC 0.11% Add +1.1% 27,302 $5.9M
Brown Advisory Inc. 0.01% Add +1.5% 27,267 $5.9M
Campbell & CO Investment Adviser LLC 0.43% New 27,033 $5.8M
Neuberger Berman Group LLC 0.00% Add +79.2% 26,782 $5.8M
Magnetar Financial LLC 0.15% Add +601.0% 26,763 $5.8M
DNB Asset Management AS 0.03% Add +6.4% 26,521 $5.7M
Amalgamated Bank 0.05% Add +4.6% 26,418 $5.7M
M&T Bank Corp 0.02% Reduce -0.2% 26,225 $5.6M
KBC Group NV 0.02% Reduce -6.3% 26,131 $5.6M
Capital International, Inc. 0.07% Add +0.8% 26,090 $5.6M
Axxcess Wealth Management, LLC 0.14% Add +5.2% 25,936 $5.6M
Retirement Systems of Alabama 0.02% Reduce -2.1% 25,517 $5.5M
Xponance LLC 0.05% Reduce -1.5% 25,475 $5.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -2.1% 25,406 $5.5M
Suncoast Equity Management 0.62% Add +2.3% 25,145 $5.4M
Swedbank AB 0.01% Add +2.9% 25,135 $5.4M
Mariner, LLC 0.01% Add +1.5% 25,033 $5.4M
Integrated Wealth Concepts LLC 0.07% Add +10.6% 24,950 $5.4M
Allianz Asset Management GmbH 0.01% Add +121.0% 24,848 $5.3M
Townsquare Capital LLC 0.06% Add +4.7% 24,846 $5.3M
Cullen/Frost Bankers, Inc. 0.07% Reduce -5.0% 24,781 $5.3M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 24,127 $5.2M
NorthCoast Asset Management LLC 0.04% New 25,819 $5.1M
Czech National Bank 0.05% Add +5.6% 23,774 $5.1M
Level Four Advisory Services, LLC 0.22% Add +7.5% 24,239 $5.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.1% 23,723 $5.1M
USS Investment Management Ltd 0.04% Add +0.5% 23,705 $5.1M
Cetera Investment Advisers 0.01% Reduce -6.2% 23,680 $5.1M
Susquehanna International Group, LLP 0.01% Reduce -16.6% 23,655 $5.1M
Engineers Gate Manager LP 0.10% Add +79.6% 23,541 $5.1M
Brasada Capital Management, LP 0.87% Reduce -0.6% 23,282 $5.0M
Creative Planning 0.00% Add +1.3% 23,039 $5.0M
Hamilton Point Investment Advisors, LLC 0.89% Reduce -0.6% 22,785 $4.9M
Independent Advisor Alliance 0.18% Add +0.0% 22,836 $4.9M
Bryn Mawr Trust Advisors, LLC 0.26% Add +4.9% 22,505 $4.8M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -13.5% 22,111 $4.8M
O'shaughnessy Asset Management, LLC 0.04% Add +32.4% 21,347 $4.7M
Cerity Partners LLC 0.01% Add +58.1% 21,914 $4.7M
Parsons Capital Management Inc. 0.30% Reduce -0.6% 21,805 $4.7M
Ethic Inc. 0.12% Reduce -2.5% 22,845 $4.7M
Van Eck Associates Corp. 0.01% Add +11.0% 20,967 $4.5M
Pathstone Holdings, LLC 0.02% Add +0.4% 20,791 $4.5M
First Hawaiian Bank 0.14% Add +0.2% 20,769 $4.5M
Patton Fund Management, Inc. 0.92% Reduce -5.1% 20,667 $4.4M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 20,495 $4.4M
Two Sigma Advisers, LP 0.01% New 20,400 $4.4M
D. E. Shaw & Co. 0.01% Reduce -52.3% 20,328 $4.4M
Security National Bank 0.59% Reduce -0.4% 20,213 $4.3M
Daiwa Securities Group Inc. 0.02% Add +18.4% 20,114 $4.3M
Griffin Asset Management, Inc. 0.48% Reduce -0.2% 20,074 $4.3M
Burney Co./ 0.15% Reduce -1.9% 19,949 $4.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -12.6% 19,716 $4.2M
Lyell Wealth Management, LP 0.38% New 19,643 $4.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -46.9% 19,393 $4.2M
Utah Retirement Systems 0.05% Add +0.5% 19,391 $4.2M
Yousif Capital Management, LLC 0.05% Reduce -2.9% 19,384 $4.2M
Sanctuary Advisors, LLC 0.03% Add +26.2% 18,098 $4.2M
Middleton & Co. Inc. 0.46% Reduce -0.2% 19,330 $4.2M
Westpac Banking Corp. 0.28% Add +4.4% 19,260 $4.1M
Shell Asset Management Co. 0.18% — 18,740 $4.0M
BDF-Gestion 0.43% No change 20,069 $4.0M
Osaic Holdings, Inc. 0.01% Reduce -41.4% 18,427 $4.0M
Tredje AP-fonden 0.04% No change 18,412 $4.0M
Occidental Asset Management, LLC 0.63% Add +5.0% 18,053 $3.9M
Woodley Farra Manion Portfolio Management Inc. 0.20% New 17,963 $3.9M
Bank of Nova Scotia 0.01% Add +0.1% 18,008 $3.9M
NewEdge Advisors, LLC 0.03% Add +6.3% 17,943 $3.9M
Stratos Wealth Partners, LTD. 0.06% Add +5.9% 17,895 $3.8M
Laurion Capital Management LP 0.25% New 17,764 $3.8M
Garrison Asset Management, LLC 1.92% Reduce -2.0% 17,583 $3.8M
Princeton Global Asset Management LLC 0.73% Add +7.2% 17,472 $3.8M
New York Life Investment Management LLC 0.04% Reduce -2.5% 17,334 $3.7M
Long Road Investment Counsel, LLC 1.48% No change 17,300 $3.7M
Sugarloaf Wealth Management, LLC 0.63% Add +1.9% 17,288 $3.7M
CIBC Asset Management Inc 0.01% Add +7.2% 17,244 $3.7M
Intrust Bank NA 0.37% Reduce -0.3% 17,213 $3.7M
Federated Hermes, Inc. 0.01% Reduce -67.3% 17,069 $3.7M
Twinbeech Capital LP 0.07% New 16,995 $3.7M
1832 Asset Management L.P. 0.01% Reduce -4.7% 16,447 $3.5M
Wilmington Savings Fund Society, FSB 0.06% New 16,415 $3.5M
HRT Financial LP 0.02% New 16,283 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -3.8% 16,209 $3.5M
Orion Portfolio Solutions, LLC 0.03% Reduce -3.8% 16,209 $3.5M
Cibc World Markets Corp. 0.02% Add +4.9% 15,946 $3.4M
First National Advisers, LLC 0.53% Add +5.3% 15,587 $3.4M
State of Alaska, Department of Revenue 0.04% Reduce -8.5% 15,416 $3.3M
Tidal Investments LLC 0.04% Add +43.7% 15,300 $3.3M
PDT Partners, LLC 0.29% No change 15,175 $3.3M
State of Tennessee, Department of Treasury 0.01% Reduce -47.9% 15,170 $3.3M
Lombard Odier Asset Management (Europe) Ltd 0.21% Add +8.6% 15,053 $3.2M
Nomura Holdings Inc. 0.02% Add +475.9% 14,864 $3.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +87.8% 14,985 $3.2M
Investment Management Corp of Ontario 0.07% Reduce -7.0% 14,726 $3.2M
Signal Advisors Wealth, LLC 0.45% New 14,497 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -3.6% 14,375 $3.1M
Nissay Asset Management Corp. /Japan 0.02% Add +3.3% 14,270 $3.1M
Candriam S.C.A. 0.02% Reduce -77.9% 14,149 $3.0M
Flputnam Investment Management Co. 0.05% Reduce -22.4% 14,143 $3.0M
First National Trust Co 0.12% Reduce -1.8% 14,100 $3.0M
Advisory Services Network, LLC 0.06% No change 14,871 $2.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +16.3% 13,495 $2.9M
Modern Wealth Management, LLC 0.18% Add +0.1% 13,493 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.5% 13,320 $2.9M
Appleton Partners Inc. 0.21% Reduce -3.4% 13,201 $2.8M
Allen Capital Group, LLC 0.36% Add +67.7% 13,197 $2.8M
Kensington Investment Counsel, LLC 1.18% Add +1.7% 13,096 $2.8M
HBK Sorce Advisory LLC 0.09% Reduce -1.9% 12,999 $2.8M
Castellan Group 1.18% Reduce -0.9% 12,973 $2.8M
Logan Capital Management Inc. 0.11% Reduce -50.8% 12,959 $2.8M
R.m.sincerbeaux Capital Management LLC 1.72% No change 12,900 $2.8M
Oppenheimer Asset Management Inc. 0.03% Add +1.5% 12,892 $2.8M
Steward Partners Investment Advisory, LLC 0.03% Add +0.1% 12,866 $2.8M
Second Line Capital, LLC 0.75% Add +6.1% 12,673 $2.7M
Janney Montgomery Scott LLC 0.01% Reduce -10.8% 12,672 $2.7M
Strengthening Families & Communities, LLC 0.69% Add +6.6% 12,541 $2.7M
Whittier Trust Co. 0.04% No change 12,466 $2.7M
Transcend Capital Advisors, LLC 0.18% Add +2.8% 12,288 $2.6M
Kintegral Advisory, LLC 0.24% Reduce -1.3% 12,132 $2.6M
Abacus FCF Advisors LLC 0.61% Reduce -3.0% 12,161 $2.6M
Bleakley Financial Group, LLC 0.08% Reduce -0.1% 11,988 $2.6M
MAI Capital Management 0.02% Add +8.7% 11,886 $2.6M
Dean Investment Associates, LLC 0.34% Reduce -2.3% 11,799 $2.5M
Quantinno Capital Management LP 0.03% Add +12.1% 11,745 $2.5M
Tilia Fiduciary Partners, Inc. 1.75% Add +6.3% 11,716 $2.5M
Mercer Global Advisors Inc. 0.01% Add +2.4% 11,661 $2.5M
Coldstream Capital Management Inc. 0.05% Add +6.5% 11,612 $2.5M
Y-Intercept (Hong Kong) Ltd 0.15% Add +121.3% 11,561 $2.5M
Capital Fund Management S.A. 0.03% New 11,318 $2.4M
Avantax Advisory Services, Inc. 0.02% Reduce -3.1% 11,315 $2.4M
Guardian Wealth Advisors, LLC / NC 0.26% Add +2.7% 10,995 $2.4M
Vanguard Personalized Indexing Management, LLC 0.04% Add +22.3% 10,923 $2.3M
Verition Fund Management LLC 0.02% New 10,814 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +1.1% 10,792 $2.3M
Roundview Capital LLC 0.17% Add +2.1% 10,737 $2.3M
Schechter Investment Advisors, LLC 0.17% Reduce -11.2% 10,669 $2.3M
UniSuper Management Pty Ltd 0.02% Add +7.3% 10,507 $2.3M
Elo Mutual Pension Insurance Co 0.05% Reduce -2.8% 10,498 $2.3M
Brown Capital Management LLC 0.05% Reduce -57.9% 10,475 $2.3M
AlphaQuest LLC 0.20% New 10,467 $2.3M
American Trust 0.18% New 10,386 $2.2M
Wimmer Associates 1, LLC 1.09% Add +0.4% 10,366 $2.2M
Regions Financial Corp. 0.02% Reduce -0.7% 10,316 $2.2M
Mraz, Amerine & Associates, Inc. 0.40% Reduce -1.8% 10,245 $2.2M
Metis Global Partners, LLC 0.07% Add +0.4% 10,186 $2.2M
First Citizens Bank & Trust Co. 0.05% Reduce -1.9% 10,138 $2.2M
Lantz Financial LLC 0.59% Reduce -0.4% 10,114 $2.2M
Greenleaf Trust 0.02% Reduce -0.1% 10,032 $2.2M
Oregon Public Employees Retirement Fund 0.04% Reduce -2.0% 9,955 $2.1M
Legacy Advisors, LLC 0.23% Add +1.9% 9,798 $2.1M
Quantbot Technologies LP 0.08% Add +48.9% 9,806 $2.1M
Wealthfront Advisers LLC 0.01% Reduce -2.1% 9,797 $2.1M
Rafferty Asset Management, LLC 0.01% Reduce -3.9% 9,786 $2.1M
Pinnacle Associates Ltd. 0.04% Reduce -1.1% 10,054 $2.1M
Leavell Investment Management, Inc. 0.10% No change 9,520 $2.1M
Capitolis Liquid Global Markets LLC 0.02% New 9,540 $2.1M
Harbor Capital Advisors, Inc. 0.09% Add +56.6% 9,386 $2.0M
Siemens Fonds Invest GmbH 0.16% Add +1.7% 9,329 $2.0M
Gulf International Bank (UK) Ltd 0.05% Reduce -5.4% 9,325 $2.0M
Kestra Advisory Services, LLC 0.01% Reduce -3.9% 9,301 $2.0M
Northwest Investment Counselors, LLC 0.44% Reduce -1.5% 9,117 $2.0M
PGGM Investments 0.02% No change 9,021 $1.9M
Linden Thomas Advisory Services, LLC 0.26% Add +17.0% 8,948 $1.9M
Concurrent Investment Advisors, LLC 0.06% Add +5.0% 8,838 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% No change 8,730 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -6.6% 8,728 $1.9M
Naples Global Advisors, LLC 0.17% Add +0.8% 8,685 $1.9M
Buckhead Capital Management LLC 0.59% Reduce -0.9% 8,613 $1.9M
Silvercrest Asset Management Group LLC 0.01% No change 8,581 $1.8M
Lee Financial Co 0.26% Add +9.7% 8,560 $1.8M
Wbi Investments, LLC 0.44% Reduce -58.3% 8,460 $1.8M
Cresset Asset Management, LLC 0.01% Add +0.2% 8,354 $1.8M
Kentucky Retirement Systems 0.05% Reduce -8.7% 8,131 $1.7M
Ieq Capital, LLC 0.02% Add +147.8% 8,081 $1.7M
Sentry LLC 0.33% No change 7,948 $1.7M
Mirabaud Asset Management Ltd 0.70% Add +27.0% 7,978 $1.7M
Illinois Municipal Retirement Fund 0.02% No change 7,761 $1.7M
Hilton Capital Management, LLC 0.13% Reduce -4.9% 7,736 $1.7M
Waterloo Capital, L.P. 0.18% Add +3.5% 7,712 $1.7M
Zions Bancorporation, N.A. 0.12% Add +16.0% 7,666 $1.6M
iA Global Asset Management Inc. 0.03% Add +434.5% 7,606 $1.6M
Mizuho Securities USA LLC 0.04% Reduce -16.9% 7,568 $1.6M
Mount Lucas Management LP 0.55% Reduce -42.9% 7,463 $1.6M
Vontobel Holding Ltd. 0.01% No change 7,420 $1.6M
Apollon Wealth Management, LLC 0.04% Reduce -4.7% 7,389 $1.6M
Knollwood Investment Advisory, LLC 0.17% No change 7,385 $1.6M
Park Avenue Securities LLC 0.02% Reduce -10.5% 7,381 $1.6M
Hartford Investment Management Co. 0.05% Reduce -3.3% 7,337 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +13.8% 7,319 $1.6M
QRG Capital Management, Inc. 0.02% Add +7.3% 7,293 $1.6M
Kesler, Norman & Wride, LLC 0.31% Reduce -6.3% 7,284 $1.6M
Centiva Capital, LP 0.07% New 7,274 $1.6M
Cwm, LLC 0.01% Add +3.3% 7,272 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.1% 7,245 $1.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 7,200 $1.5M
Boyar Asset Management Inc. 0.99% No change 7,180 $1.5M
Bessemer Group Inc. 0.00% Add +3.2% 7,150 $1.5M
Legacy Capital Wealth Partners, LLC 0.31% Add +82.7% 7,107 $1.5M
Centaurus Financial, Inc. 0.10% Add +14.2% 7,050 $1.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.42% Add +7.1% 7,015 $1.5M
Prescott Group Capital Management, L.L.C. 0.22% Add +40.0% 7,000 $1.5M
Welch & Forbes LLC 0.02% No change 6,882 $1.5M
Inceptionr LLC 0.36% Add +158.4% 6,880 $1.5M
EFG Asset Management (Americas) Corp. 0.29% Reduce -3.8% 6,867 $1.5M
Rwa Wealth Partners, LLC 0.02% Reduce -0.0% 6,865 $1.5M
Trueblood Wealth Management, LLC 0.73% Reduce -0.2% 6,756 $1.5M
Neo Ivy Capital Management 0.47% New 6,744 $1.4M
Bluespring Wealth Management, LLC 0.14% Reduce -1.8% 6,685 $1.4M
Vinva Investment Management Ltd 0.06% Add +50.4% 6,771 $1.4M
Maryland State Retirement & Pension System 0.03% Reduce -26.3% 6,670 $1.4M
Dean Capital Management 0.61% New 6,667 $1.4M
Raymond James Trust N.A. 0.03% Reduce -0.1% 6,615 $1.4M
Axq Capital, LP 0.43% New 6,603 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -1.5% 6,600 $1.4M
Qsemble Capital Management, LP 0.26% New 6,565 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -5.9% 6,357 $1.4M
Principal Securities, Inc. 0.03% Reduce -15.1% 6,338 $1.4M
Dynasty Wealth Management, LLC 0.04% Reduce -1.0% 6,324 $1.4M
SpiderRock Advisors, LLC 0.03% Add +86.4% 6,309 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -12.3% 6,282 $1.4M
EP Wealth Advisors, LLC 0.01% Reduce -27.3% 6,228 $1.3M
Thrivent Financial for Lutherans 0.00% Add +24.4% 6,204 $1.3M
Henshaw Capital LLC 0.06% Reduce -18.9% 6,184 $1.3M
New England Research & Management, Inc. 0.62% Reduce -8.3% 6,129 $1.3M
&partners 0.03% Add +66.1% 6,072 $1.3M
Cannell & Spears LLC 0.03% Reduce -8.9% 6,070 $1.3M
Brevan Howard Capital Management LP 0.06% New 6,021 $1.3M
Lanark Financial, Inc. 0.11% Add +0.8% 5,951 $1.3M
TCTC Holdings, LLC 0.04% No change 5,927 $1.3M
Western Wealth Management, LLC 0.07% New 5,907 $1.3M
Merit Financial Group, LLC 0.03% Reduce -12.4% 5,904 $1.3M
Koshinski Asset Management, Inc. 0.11% Reduce -2.5% 5,840 $1.3M
Donoghue Forlines LLC 0.36% Reduce -45.3% 5,821 $1.3M
Oak Thistle LLC 0.41% New 5,821 $1.3M
New Mexico Educational Retirement Board 0.04% Reduce -3.4% 5,750 $1.2M
Crawford Investment Counsel Inc. 0.02% No change 5,731 $1.2M
Lido Advisors, LLC 0.01% Add +1.7% 5,532 $1.2M
Catalyst Capital Advisors LLC 0.03% Reduce -11.0% 5,366 $1.2M
Avitas Wealth Management LLC 0.16% New 5,250 $1.1M
Unigestion Holding SA 0.05% Add +20.3% 5,215 $1.1M
E. Ohman J:or Asset Management AB 0.03% No change 5,100 $1.1M
Prospera Financial Services Inc 0.03% Reduce -1.8% 5,083 $1.1M
Norinchukin Bank, The 0.03% Add +18.2% 5,000 $1.1M
Concourse Financial Group Securities, Inc. 0.06% Add +0.9% 4,949 $1.1M
Ostrum Asset Management 0.09% Add +2.6% 4,956 $1.1M
Montag & Caldwell, LLC 0.22% Add +0.2% 4,951 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -1.3% 4,934 $1.1M
Tiaa Trust, National Association 0.00% Reduce -7.9% 4,929 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +3.9% 4,847 $1.0M
Public Sector Pension Investment Board 0.01% Add +4.3% 4,840 $1.0M
Choreo, LLC 0.02% Add +2.3% 4,812 $1.0M
Hantz Financial Services, Inc. 0.02% Reduce -3.8% 4,804 $1.0M
First Trust Direct Indexing L.P. 0.06% Add +22.0% 4,795 $1.0M
FORA Capital, LLC 0.12% Add +1.4% 4,635 $997K
Lecap Asset Management Ltd. 0.21% New 4,592 $987K
Summit Financial, LLC 0.04% Reduce -2.4% 4,511 $974K
Fiduciary Trust Co 0.01% Add +1.4% 4,475 $962K
Park Place Capital Corp 0.27% Add +38.7% 4,440 $955K
PFG Investments, LLC 0.06% Add +48.2% 4,423 $951K
HighPoint Advisor Group LLC 0.06% Add +1.3% 4,524 $951K
Hilltop Holdings Inc. 0.06% Add +15.0% 4,420 $950K
Glenmede Trust Co. NA 0.00% Add +3.3% 4,419 $950K
NewEdge Wealth, LLC 0.02% Reduce -1.1% 4,397 $945K
NEOS Investment Management LLC 0.03% Add +22.7% 4,390 $944K
Cibc World Market Inc. 0.00% Add +22.2% 4,332 $932K
DT Investment Partners, LLC 0.07% No change 4,272 $919K
Nicholson Wealth Management Group, LLC 0.75% — 4,256 $915K
World Investment Advisors 0.03% Add +10.9% 4,229 $909K
Clarus Group, Inc. 0.38% Add +47.2% 4,189 $901K
Vestmark Advisory Solutions, Inc. 0.03% Reduce -3.2% 4,155 $893K
Caprock Group, LLC 0.03% Add +12.0% 4,113 $888K
OMERS ADMINISTRATION Corp 0.01% No change 4,084 $878K
Crew Capital Management, Ltd 0.70% Reduce -10.3% 4,064 $874K
Biltmore Family Office, LLC 0.15% Add +0.4% 4,015 $867K
East Coast Asset Management, LLC. 0.29% No change 4,013 $863K
Kelleher Financial Advisors 0.33% No change 4,005 $861K
Bank Ozk 0.36% No change 4,000 $860K
Empirical Finance, LLC 0.05% Add +2.3% 3,955 $850K
Simplicity Wealth,LLC 0.08% Reduce -75.3% 3,953 $850K
TrinityPoint Wealth, LLC 0.12% Reduce -2.6% 3,935 $846K
Menard Financial Group LLC 0.55% Add +1.6% 3,914 $842K
Machina Capital S.A.S. 0.33% New 3,874 $833K
SRN Advisors, LLC 0.74% Reduce -67.6% 3,866 $831K
Guardian Wealth Management, Inc. 0.58% Reduce -4.8% 3,819 $821K
LVW Advisors, LLC 0.10% Add +44.6% 3,719 $800K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.7% 3,698 $795K
Financial Engines Advisors L.L.C. 0.00% New 3,663 $791K
Eukles Asset Management 0.32% Add +1.3% 3,677 $791K
Cedar Mountain Advisors, LLC 0.18% Add +0.1% 3,667 $789K
Mission Wealth Management, LP 0.02% Add +14.2% 3,655 $786K
MGB Wealth Management, LLC 0.29% No change 3,655 $784K
Balyasny Asset Management L.P. 0.00% New 3,616 $778K
Wellington Management Group LLP 0.00% Reduce -3.0% 3,610 $776K
Tudor Investment Corporation 0.01% New 3,608 $776K
Accredited Investors Inc. 0.04% No change 3,571 $768K
Panagora Asset Management Inc. 0.00% Add +8.9% 3,565 $767K
ABLE Financial Group, LLC 0.24% Add +6.5% 3,552 $764K
Smallwood Wealth Investment Management, LLC 0.54% Add +0.3% 3,552 $764K
Farther Finance Advisors, LLC 0.03% Reduce -2.8% 3,539 $761K
Blueshift Asset Management, LLC 0.19% New 3,507 $754K
Tributary Capital Management, LLC 0.06% Add +0.6% 3,490 $750K
Cornercap Investment Counsel Inc. 0.22% Reduce -33.3% 3,475 $747K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -9.4% 3,455 $743K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +1.8% 3,445 $741K
Quadrant Capital Group LLC 0.05% Reduce -1.5% 3,383 $727K
Pegasus Partners Ltd. 0.07% Reduce -26.3% 3,376 $726K
Swmg, LLC 0.30% New 3,161 $724K
Jefferies Financial Group Inc. 0.01% Reduce -29.6% 3,363 $723K
Delta Financial Group, Inc. 0.27% No change 3,328 $716K
Ninety One North America, Inc. 0.05% New 3,328 $716K
Cary Street Partners Investment Advisory LLC 0.03% Add +10.5% 3,308 $711K
Savant Capital, LLC 0.01% Add +6.0% 3,298 $709K
Meyer Handelman Co. 0.02% Reduce -17.6% 3,270 $703K
D.B. Root & Company, LLC 0.23% Add +0.1% 3,248 $698K
Fulton Bank, N.A. 0.03% Reduce -0.0% 3,199 $688K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% No change 3,190 $686K
Mitchell McLeod Pugh & Williams Inc. 0.14% Reduce -0.4% 3,172 $682K
Squarepoint Ops LLC 0.00% Reduce -51.7% 3,143 $676K
Ossiam 0.01% Add +49.8% 3,118 $670K
Ashton Thomas Private Wealth, LLC 0.04% Add +13.6% 3,091 $665K
Gateway Advisory, LLC 0.11% Reduce -1.2% 3,048 $655K
OneDigital Investment Advisors LLC 0.01% Reduce -8.6% 3,010 $647K
SG Americas Securities, LLC 0.00% Reduce -85.0% 2,997 $644K
Sepio Capital, LP 0.05% Reduce -30.1% 2,979 $641K
iSAM Funds (UK) Ltd 0.36% New 2,968 $638K
Bradley Foster & Sargent Inc. 0.01% No change 2,958 $636K
Kidder Stephen W 0.19% Reduce -3.3% 2,950 $634K
Dividend Assets Capital, LLC 0.12% Reduce -3.3% 2,947 $634K
Compound Planning, Inc. 0.04% New 2,938 $632K
Beaumont Financial Advisors, LLC 0.05% No change 2,929 $630K
Vident Advisory, LLC 0.02% Add +24.7% 2,912 $626K
Forza Wealth Management, LLC 0.29% Reduce -3.3% 2,900 $624K
Plato Investment Management Ltd 0.05% No change 2,879 $618K
XTX Topco Ltd 0.04% New 2,825 $607K
Marietta Investment Partners LLC 0.13% Add +35.8% 2,810 $604K
Albion Financial Group 0.04% Add +0.1% 2,804 $603K
Moody LYNN Lieberson & Walker, LLC 0.04% New 2,787 $599K
TD Private Client Wealth LLC 0.02% Reduce -1.6% 2,780 $598K
Tower Research Capital LLC (TRC) 0.02% Reduce -43.9% 2,770 $596K
Dorsey & Whitney Trust CO LLC 0.03% Add +154.9% 2,766 $595K
MorganRosel Wealth Management, LLC 0.20% Reduce -11.4% 2,753 $592K
BHK Investment Advisors, LLC 0.22% Add +123.5% 2,738 $589K
CHICAGO TRUST Co NA 0.11% No change 2,728 $587K
V-Square Quantitative Management LLC 0.09% Add +4.2% 2,723 $586K
Meeder Advisory Services, Inc. 0.04% Reduce -3.4% 2,715 $584K
Sompo Asset Management Co., Ltd. 0.09% Reduce -7.2% 2,710 $583K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +33.4% 2,709 $583K
WealthTrust Axiom LLC 0.17% No change 2,681 $576K
Argent Trust Co 0.02% Reduce -4.3% 2,656 $571K
Jacobi Capital Management LLC 0.04% Reduce -13.3% 2,651 $570K
Ami Asset Management Corp. 0.03% Reduce -0.2% 2,627 $565K
Praxis Investment Management Inc. 0.04% No change 2,596 $558K
Qtron Investments LLC 0.08% Add +50.6% 2,562 $551K
Advisors Preferred, LLC 0.08% New 2,565 $551K
Atria Wealth Solutions, Inc. 0.01% Reduce -13.3% 2,523 $545K
United Capital Financial Advisors, LLC 0.00% Reduce -0.3% 2,531 $544K
Algert Global LLC 0.01% New 2,520 $542K
Simmons Bank 0.04% Reduce -6.1% 2,494 $536K
Fiduciary Family Office, LLC 0.18% New 2,489 $535K
Jones Financial Companies LLLP 0.00% Add +131.7% 2,514 $534K
Empowered Funds, LLC 0.01% Add +32.5% 2,468 $531K
Gsa Capital Partners LLP 0.04% New 2,458 $529K
Court Place Advisors, LLC 0.15% No change 2,426 $522K
United Advisor Group, LLC 0.12% Add +13.8% 2,410 $518K
EntryPoint Capital, LLC 0.29% Add +9.4% 2,402 $517K
Pitcairn Co. 0.03% Reduce -18.0% 2,393 $515K
Citizens Financial Group Inc. 0.01% Reduce -0.7% 2,382 $514K
Sherbrooke Park Advisers LLC 0.12% Reduce -38.7% 2,375 $511K
Private Advisor Group, LLC 0.00% Reduce -24.0% 2,364 $508K
Vestcor Inc 0.02% No change 2,363 $508K
Jump Financial, LLC 0.01% New 2,345 $504K
SeaBridge Investment Advisors LLC 0.12% No change 2,344 $504K
Sterling Capital Management LLC 0.01% — 2,338 $503K
Ellevest, Inc. 0.03% Reduce -2.2% 2,329 $501K
Plante Moran Financial Advisors, LLC 0.04% No change 2,301 $495K
Mather Group, Llc. 0.01% Reduce -18.4% 2,292 $493K
Shufro Rose & Co. LLC 0.04% No change 2,500 $493K
Hall Laurie J Trustee 0.15% No change 2,250 $484K
Exchange Bank 0.40% No change 2,250 $484K
Voya Financial Advisors, Inc. 0.05% Reduce -1.6% 2,280 $483K
Horizon Kinetics Asset Management LLC 0.01% New 2,248 $483K
Segment Wealth Management, LLC 0.03% No change 2,244 $483K
Huntington National Bank 0.00% Add +2.8% 2,233 $480K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -1.1% 2,223 $478K
Snowden Capital Advisors LLC 0.01% Add +18.6% 2,211 $477K
Global Retirement Partners, LLC 0.01% Reduce -18.8% 2,217 $477K
CI Investments Inc. 0.00% Add +2.8% 2,210 $475K
HB Wealth Management, LLC 0.01% Add +5.0% 2,186 $470K
GAMMA Investing LLC 0.05% Add +39.8% 2,178 $468K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -17.4% 2,161 $466K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -13.9% 2,151 $463K
Heritage Wealth Advisors 0.02% Add +0.3% 2,136 $459K
Aberdeen Wealth Management LLC 0.29% No change 2,069 $445K
NorthRock Partners, LLC 0.01% Reduce -2.7% 2,057 $444K
Moody Aldrich Partners LLC 0.08% Reduce -0.1% 2,062 $443K
First Heartland Consultants, Inc. 0.05% Add +5.1% 2,055 $442K
Everpar Advisors LLC 0.23% Reduce -8.0% 2,055 $442K
Bridges Investment Management Inc. 0.01% Add +0.1% 2,054 $442K
Thoroughbred Financial Services, LLC 0.03% Reduce -6.4% 2,049 $440K
Spire Wealth Management 0.01% Reduce -0.4% 2,044 $440K
LifePro Asset Management 0.27% No change 2,040 $439K
Boothbay Fund Management, LLC 0.01% New 1,981 $426K
Dark Forest Capital Management LP 0.05% New 1,975 $425K
Stock Yards Bank & Trust Co. 0.01% Reduce -1.6% 1,971 $424K
Ifrah Financial Services, Inc. 0.11% Reduce -1.4% 1,968 $423K
Aster Capital Management (DIFC) Ltd 0.09% — 1,960 $421K
Resources Management Corp. /CT/ 0.06% Reduce -1.0% 1,955 $420K
Mindset Wealth Management, LLC 0.17% — 1,917 $412K
Wealth Alliance, LLC 0.05% Add +0.2% 1,915 $412K
Icon Wealth Advisors, LLC 0.03% No change 1,884 $405K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +3.5% 1,867 $401K
Portside Wealth Group, LLC 0.07% Add +15.5% 1,852 $398K
Tectonic Advisors LLC 0.03% Add +4.0% 1,841 $396K
Cynosure Group, LLC 0.06% Reduce -84.0% 1,820 $391K
Signaturefd, LLC 0.01% Add +1.1% 1,815 $390K
1858 Wealth Management, LLC 0.32% Reduce -2.3% 1,803 $388K
Marco Investment Management LLC 0.03% No change 1,800 $387K
Eastern Bank 0.01% New 1,798 $387K
Adero Partners, LLC 0.03% Add +2.5% 1,792 $385K
Compass Ion Advisors, LLC 0.05% Add +16.4% 1,774 $381K
Baker Avenue Asset Management, LP 0.01% Add +2.7% 1,761 $379K
Mutual Advisors, LLC 0.01% Add +22.6% 1,736 $376K
CENTRAL TRUST Co 0.01% Reduce -4.0% 1,738 $374K
Quotient Wealth Partners, LLC 0.01% Add +0.3% 1,729 $372K
Keybank National Association 0.00% Add +57.1% 1,723 $370K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -1.0% 1,717 $369K
Debussy Capital Management LP 0.11% No change 1,713 $368K
Belpointe Asset Management LLC 0.02% Add +35.4% 1,700 $366K
Strategy Asset Managers LLC 0.07% Reduce -9.8% 1,699 $365K
Alps Advisors Inc. 0.00% Reduce -1.2% 1,687 $363K
American National Bank & Trust 0.04% No change 1,676 $360K
Wedmont Private Capital 0.02% Add +16.9% 1,664 $358K
Eagle Bay Advisors LLC 0.14% Reduce -15.4% 1,654 $357K
Norden Group LLC 0.04% Add +23.6% 1,653 $355K
Campion Asset Management 0.26% Reduce -5.5% 1,640 $353K
Gibbs Wealth Management 0.11% Add +13.8% 1,631 $351K
Ballentine Partners, LLC 0.01% Add +4.1% 1,628 $350K
BSW Wealth Partners 0.05% Add +5.9% 1,627 $350K
Guggenheim Capital LLC 0.00% Reduce -16.2% 1,625 $349K
Empire Financial Management Company, LLC 0.11% No change 1,624 $349K
Martingale Asset Management L P 0.01% Reduce -53.7% 1,618 $348K
Argonautica Private Wealth Management, Inc. 0.11% Reduce -0.1% 1,611 $347K
Silver Oak Securities, Incorporated 0.04% Add +44.4% 1,629 $345K
Unique Wealth, LLC 0.08% Add +6.3% 1,604 $345K
Wambolt & Associates, LLC 0.09% Reduce -28.6% 1,603 $344K
Blue Trust, Inc. 0.00% Add +110.7% 1,747 $344K
Arcadia Investment Management Corp. 0.06% No change 1,600 $344K
Prestige Wealth Management Group LLC 0.07% No change 1,584 $342K
Tobam 0.06% Reduce -3.9% 1,585 $341K
Horizon Investments, LLC 0.01% Reduce -5.4% 1,583 $340K
Mystic Asset Management, Inc. 0.13% Reduce -0.6% 1,580 $340K
Sound View Wealth Advisors Group, LLC 0.03% Add +5.3% 1,579 $340K
Private Trust Co. NA 0.03% Reduce -10.8% 1,568 $337K
Moneco Advisors, LLC 0.04% Add +4.4% 1,566 $337K
Carolinas Wealth Consulting LLC 0.06% No change 1,557 $336K
CreativeOne Wealth, LLC 0.01% Add +5.5% 1,548 $333K
Wolverine Trading, LLC 0.01% Reduce -3.8% 1,570 $333K
Dynamic Advisor Solutions LLC 0.01% Reduce -6.4% 1,547 $333K
Prelude Capital Management, LLC 0.03% Reduce -22.9% 1,545 $332K
Venturi Wealth Management, LLC 0.02% Add +20.4% 1,533 $330K
MBB Public Markets I LLC 0.03% Reduce -81.4% 1,530 $329K
Optas, LLC 0.08% Reduce -2.8% 1,530 $329K
Main Street Financial Solutions, LLC 0.03% Add +0.5% 1,527 $328K
Rockland Trust Co. 0.02% Add +0.3% 1,517 $326K
IFP Advisors, Inc 0.01% Reduce -6.9% 1,516 $326K
GTS Securities LLC 0.01% New 1,516 $326K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.7% 1,516 $326K
Procyon Advisors, LLC 0.02% Reduce -25.8% 1,515 $326K
Geneos Wealth Management Inc. 0.01% Add +691.1% 1,511 $325K
Shore Point Advisors, LLC 0.17% No change 1,504 $323K
Buckingham Capital Management, Inc. 0.04% No change 1,500 $323K
Anchor Investment Management, LLC 0.03% Reduce -2.6% 1,500 $323K
Ascentis Independent Advisors 0.05% Reduce -35.7% 1,500 $323K
ORG Partners LLC 0.05% Add +9.6% 1,490 $321K
Ritholtz Wealth Management 0.01% Add +23.1% 1,487 $320K
Washington Trust Advisors, Inc. 0.03% No change 1,486 $320K
Stonehearth Capital Management, LLC 0.13% Reduce -8.4% 1,480 $318K
First Affirmative Financial Network 0.17% Reduce -18.4% 1,477 $318K
Foundations Investment Advisors, LLC 0.01% Add +15.7% 1,476 $317K
Beacon Pointe Advisors, LLC 0.00% Reduce -66.6% 1,471 $316K
Freedom Investment Management, Inc. 0.03% Reduce -5.4% 1,468 $316K
Radnor Capital Management, LLC 0.05% Reduce -11.8% 1,457 $313K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.9% 1,442 $310K
Apella Capital, LLC 0.01% No change 1,450 $310K
Ascent Wealth Partners, LLC 0.04% Reduce -4.6% 1,440 $310K
GPS Wealth Strategies Group, LLC 0.04% Reduce -1.3% 1,430 $307K
Profund Advisors LLC 0.01% Reduce -26.9% 1,406 $302K
CX Institutional 0.01% Add +0.9% 1,405 $302K
Olympiad Research LP 0.20% New 1,403 $302K
Operose Advisors LLC 0.10% No change 1,400 $301K
Washington Trust Bank 0.03% New 1,400 $301K
State of Wyoming 0.04% Add +3772.2% 1,394 $300K
Advisors Capital Management, LLC 0.00% Add +0.4% 1,391 $299K
DAVENPORT & Co LLC 0.00% No change 1,385 $298K
QSV Equity Investors LLC 0.28% No change 1,372 $295K
Abn Amro Investment Solutions 0.01% New 1,365 $294K
Elevation Point Wealth Partners, LLC 0.03% No change 1,364 $293K
Ewa, LLC 0.10% Add +0.4% 1,286 $293K
Atlas Brown,Inc. 0.10% Add +0.1% 1,357 $292K
Perigon Wealth Management, LLC 0.01% Add +7.6% 1,353 $291K
Capital Investment Counsel, Inc 0.04% No change 1,352 $291K
Rehmann Capital Advisory Group 0.02% Reduce -2.4% 1,343 $290K
Mairs & Power Inc. 0.00% New 1,350 $290K
Safe Harbor Fiduciary, LLC 0.27% — 1,344 $289K
IHT Wealth Management, LLC 0.01% New 1,340 $288K
Traphagen Investment Advisors LLC 0.03% No change 1,327 $285K
Choate Investment Advisors 0.01% Reduce -6.4% 1,321 $284K
Allworth Financial LP 0.00% Add +1.9% 1,314 $283K
Alera Investment Advisors, LLC 0.03% Add +1.0% 1,312 $282K
Souders Financial Advisors 0.04% Add +0.1% 1,310 $282K
Penobscot Investment Management Company, Inc. 0.03% No change 1,299 $279K
Flagship Harbor Advisors, LLC 0.02% Reduce -2.1% 1,285 $276K
Nixon Peabody Trust Co. 0.02% Reduce -10.8% 1,275 $274K
Walleye Capital LLC 0.00% Reduce -29.6% 1,272 $274K
Mgo One Seven LLC 0.01% Add +10.9% 1,254 $270K
Avestar Capital, LLC 0.03% Add +4.0% 1,248 $268K
Stephens Inc. 0.00% Reduce -10.9% 1,245 $268K
Harvey Investment Co. LLC 0.03% No change 1,238 $266K
CWS Financial Advisors, LLC 0.09% No change 1,236 $266K
Composition Wealth, LLC 0.01% Add +10.2% 1,229 $264K
One Plus One Wealth Management, LLC 0.16% New 1,228 $264K
Cigna Investments Inc. 0.05% Reduce -1.8% 1,225 $264K
Keystone Financial Services 0.10% Reduce -21.4% 1,226 $264K
Strategic Blueprint, LLC 0.02% Reduce -0.1% 1,225 $263K
Seeds Investor LLC 0.10% Reduce -13.1% 1,224 $263K
Hutchens & Kramer Investment Management Group, LLC 0.15% Add +0.7% 1,225 $263K
CWA Asset Management Group, LLC 0.01% — 1,210 $260K
Aull & Monroe Investment Management Corp 0.12% Reduce -2.0% 1,201 $258K
Enterprise Bank & Trust Co 0.08% No change 1,201 $258K
Focus Partners Advisor Solutions, LLC 0.01% New 1,193 $257K
Samalin Investment Counsel, LLC 0.11% Add +0.2% 1,193 $257K
KFG Wealth Management, LLC 0.06% New 1,192 $256K
Equitable Trust Co. 0.02% No change 1,189 $256K
Curi Capital, LLC 0.01% New 1,183 $254K
Phillips Wealth Planners LLC 0.24% Reduce -1.5% 1,151 $252K
Clarius Group, LLC 0.02% Add +1.1% 1,169 $250K
Key Financial Inc 0.06% Add +0.3% 1,163 $250K
MCF Advisors LLC 0.02% Reduce -0.1% 1,152 $248K
Novak & Powell Financial Services, Inc. 0.14% Add +0.3% 1,152 $248K
Seaside Wealth Management, Inc. 0.09% Add +0.4% 1,150 $247K
Courier Capital LLC 0.02% No change 1,139 $245K
Park National Corp. 0.01% No change 1,132 $243K
Signature Estate & Investment Advisors LLC 0.01% Add +0.6% 1,132 $243K
Arax Advisory Partners 0.02% Add +3.9% 1,128 $243K
DRW Securities, LLC 0.01% New 1,122 $241K
Davies Financial Advisors, Inc. 0.21% No change 1,119 $241K
Astoria Portfolio Advisors LLC. 0.08% Add +2.8% 1,082 $239K
Claro Advisors Inc. 0.03% Add +1.6% 1,110 $239K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -8.6% 1,110 $239K
First Horizon Advisors, Inc. 0.01% Add +16.9% 1,105 $238K
Personal Cfo Solutions, LLC 0.03% Reduce -4.8% 1,103 $237K
Hudson Capital Management LLC 0.08% Reduce -8.3% 1,100 $237K
Fullerton Fund Management Co Ltd. 0.01% New 1,098 $236K
First Manhattan Co. Llc. 0.00% Add +0.6% 1,083 $234K
Fifth Third Wealth Advisors LLC 0.01% Reduce -0.7% 1,079 $232K
Nilsine Partners, LLC 0.03% Reduce -0.1% 1,057 $227K
Pavion Blue Capital, LLC 0.11% No change 1,053 $226K
Mayflower Financial Advisors, LLC 0.03% New 1,046 $225K
Clark Capital Management Group, Inc. 0.00% Reduce -0.8% 1,046 $225K
UMB Bank, n.a. 0.00% Add +9.0% 1,040 $224K
Up Strategic Wealth Investment Advisors LLC 0.25% New 1,037 $223K
J.W. Cole Advisors, Inc. 0.01% New 1,031 $222K
Schorn Wealth LLC 0.08% Reduce -1.5% 1,031 $222K
Jacobsen Capital Management 0.09% Reduce -12.7% 1,025 $220K
Allred Capital Management, LLC 0.09% Reduce -0.1% 1,024 $220K
RDA Financial Network 0.07% Reduce -2.4% 1,015 $218K
Tradition Wealth Management, LLC 0.02% New 1,011 $217K
Patron Partners, LLC 0.12% Reduce -3.6% 1,011 $217K
Moseley Investment Management Inc. 0.09% New 1,010 $217K
Goldstone Financial Group, LLC 0.04% New 1,008 $217K
Independent Financial Group, LLC 0.01% New 1,006 $216K
Graypoint LLC 0.01% New 1,006 $216K
River Wealth Advisors LLC 0.03% New 1,005 $216K
Chicago Partners Investment Group LLC 0.01% New 996 $216K
Barnes Pettey Financial Advisors, LLC 0.17% New 1,000 $215K
Cross Staff Investments Inc 0.17% New 1,000 $215K
Jmac Enterprises LLC 0.03% New 1,000 $215K
Renasant Bank 0.14% New 998 $215K
Brown Brothers Harriman & Co. 0.00% Add +49.2% 998 $215K
D.A. Davidson & Co. 0.00% New 987 $212K
Prime Capital Investment Advisors, LLC 0.00% New 978 $210K
Cadent Capital Advisors, LLC 0.07% Reduce -24.7% 977 $210K
Covenant Partners, LLC 0.06% New 973 $209K
Ledyard National Bank 0.02% New 968 $208K
Sunburst Financial Group, LLC 0.05% New 965 $207K
Nicolet Advisory Services, LLC 0.02% Reduce -5.0% 964 $207K
Goldstein Advisors, LLC 0.03% New 963 $207K
Westover Capital Advisors, LLC 0.04% New 955 $205K
Avantax Planning Partners, Inc. 0.01% New 955 $205K
Parallel Advisors, LLC 0.00% Add +16.8% 951 $205K
Colonial Trust Co / SC 0.03% Add +0.2% 950 $204K
Great Valley Advisor Group, Inc. 0.01% New 952 $204K
Oarsman Capital, Inc. 0.04% Reduce -9.3% 935 $201K
AlphaCentric Advisors LLC 0.15% Reduce -6.3% 928 $200K
Catalyst Funds Management Pty Ltd 0.04% New 900 $194K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +190.5% 886 $191K
Edmond DE Rothschild Holding S.A. 0.00% No change 882 $190K
Trust Co. of Vermont 0.01% Add +1.9% 855 $184K
Balefire, LLC 0.06% Add +26.2% 819 $176K
Quarry LP 0.05% Add +656.6% 802 $172K
Capstone Investment Advisors, LLC 0.01% Reduce -47.7% 782 $168K
Toth Financial Advisory Corp. 0.02% No change 770 $166K
Clearstead Advisors, LLC 0.00% Add +58.6% 736 $158K
Hanson & Doremus Investment Management 0.02% No change 700 $151K
nVerses Capital, LLC 0.07% New 700 $151K
Assetmark, Inc. 0.00% Add +130.0% 667 $143K
Brooklyn Investment Group 0.05% New 662 $142K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.6% 658 $142K
Bartlett & Co. Wealth Management LLC 0.00% No change 654 $141K
S.A. Mason LLC 0.07% No change 650 $140K
Exchange Traded Concepts, LLC 0.00% New 635 $137K
Whittier Trust Co. of Nevada Inc. 0.00% Add +93.5% 621 $134K
Union Savings Bank 0.07% No change 620 $133K
Kennebec Savings Bank 0.13% — 600 $129K
Cassady Schiller Wealth Management, LLC 0.05% No change 600 $129K
International Assets Investment Management, LLC 0.01% New 594 $128K
Armstrong Advisory Group, Inc. 0.01% No change 571 $123K
Penserra Capital Management LLC 0.00% Add +1.1% 557 $118K
Covestor Ltd 0.07% Reduce -5.4% 526 $113K
Quent Capital, LLC 0.01% Reduce -4.4% 517 $111K
Sentry Investment Management LLC 0.05% No change 512 $110K
Broadwater Capital Management LLC 0.08% No change 500 $108K
Alta Advisers Ltd 0.05% No change 500 $108K
West Oak Capital, LLC 0.05% No change 500 $108K
Smartleaf Asset Management LLC 0.01% Add +103.2% 506 $107K
DHJJ Financial Advisors, Ltd. 0.04% No change 492 $106K
Lowe Wealth Advisors, LLC 0.05% No change 491 $106K
Harbour Investments, Inc. 0.00% Add +5.5% 478 $103K
Financial Network Wealth Advisors LLC 0.08% Reduce -3.9% 475 $102K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.9% 469 $101K
Laurel Wealth Advisors LLC 0.02% Reduce -3.1% 468 $101K
Chilton Capital Management LLC 0.00% Reduce -23.5% 456 $98K
United Community Bank 0.04% Add +1.1% 454 $98K
Bangor Savings Bank 0.01% No change 452 $97K
Acadian Asset Management LLC 0.00% Reduce -52.1% 438 $94K
Webster Bank, N. A. 0.01% Reduce -4.3% 428 $92K
AdvisorNet Financial, Inc 0.01% Add +1739.1% 423 $91K
St Germain D J Co. Inc. 0.00% No change 422 $91K
Lindbrook Capital, LLC 0.01% Add +4.8% 417 $90K
Parkside Financial Bank & Trust 0.01% Reduce -13.3% 405 $87K
Canopy Partners, LLC 0.04% New 401 $86K
Capital Advisors, Ltd. LLC 0.01% No change 392 $84K
First Command Advisory Services, Inc. 0.00% No change 390 $84K
Aspire Private Capital, LLC 0.02% No change 388 $83K
Mascoma Wealth Management LLC 0.02% No change 366 $79K
Pinnacle Bancorp, Inc. 0.02% No change 354 $76K
Harbor Investment Advisory, LLC 0.01% No change 350 $75K
Cromwell Holdings LLC 0.05% No change 343 $74K
Harvest Fund Management Co., Ltd 0.00% Add +9.1% 335 $72K
First PREMIER Bank 0.02% No change 330 $71K
TD Waterhouse Canada Inc. 0.00% No change 320 $69K
HM Payson & Co. 0.00% Reduce -0.6% 311 $67K
Bokf, NA 0.00% No change 310 $67K
Montag A & Associates Inc. 0.00% No change 300 $65K
Alpine Bank Wealth Management 0.01% — 300 $65K
GeoWealth Management, LLC 0.00% Reduce -38.3% 297 $64K
MV Capital Management, Inc. 0.01% Reduce -0.3% 296 $64K
Roble, Belko & Company, Inc 0.01% No change 295 $63K
Ransom Advisory, Ltd 0.03% No change 287 $62K
HighMark Wealth Management LLC 0.03% Add +0.4% 255 $55K
PFG Private Wealth Management, LLC 0.03% No change 246 $53K
Fourpath Capital Management, LLC 0.01% New 235 $51K
Piscataqua Savings Bank 0.04% Add +88.0% 235 $51K
LGT Financial Advisors LLC 0.12% Reduce -34.6% 231 $50K
Blume Capital Management, Inc. 0.01% No change 229 $49K
Asset Dedication, LLC 0.00% Reduce -33.8% 229 $49K
Front Row Advisors LLC 0.02% Reduce -39.7% 225 $49K
Central Pacific Bank - Trust Division 0.01% Reduce -90.0% 224 $48K
Bruce G. Allen Investments, LLC 0.04% Reduce -45.2% 221 $48K
Avior Wealth Management, LLC 0.00% Add +2.8% 218 $47K
Truvestments Capital LLC 0.01% New 211 $45K
Reston Wealth Management LLC 0.02% New 211 $45K
Anfield Capital Management, LLC 0.02% No change 196 $42K
FSA Wealth Management LLC 0.02% — 184 $39K
Hazlett, Burt & Watson, Inc. 0.02% New 175 $38K
Evergreen Private Wealth LLC 0.02% New 174 $37K
Rothschild Investment LLC 0.00% Add +4.3% 169 $36K
Manchester Capital Management LLC 0.00% No change 168 $36K
Smithfield Trust Co 0.00% No change 170 $36K
Stuart Chaussee & Associates, Inc. 0.01% No change 163 $35K
Cape Investment Advisory, Inc. 0.01% Reduce -25.9% 160 $34K
JFS Wealth Advisors, LLC 0.00% Add +1.3% 157 $34K
Sandy Spring Bank 0.00% Reduce -6.7% 153 $33K
True Wealth Design, LLC 0.01% Add +2028.6% 149 $32K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.7% 153 $32K
Larson Financial Group LLC 0.00% Add +15.1% 122 $26K
Bogart Wealth, LLC 0.00% Add +384.0% 121 $26K
Valued Wealth Advisors LLC 0.02% Reduce -0.8% 117 $25K
McClarren Financial Advisors, Inc. 0.00% Reduce -39.6% 119 $25K
Concord Wealth Partners 0.00% New 111 $24K
Oakworth Capital, Inc. 0.00% No change 109 $23K
Salomon & Ludwin, LLC 0.00% Add +98.2% 107 $23K
Lazard Asset Management LLC 0.00% No change 109 $23K
Clearstead Trust, LLC 0.01% No change 106 $23K
Headlands Technologies LLC 0.00% New 106 $23K
Continuum Advisory, LLC 0.00% Reduce -2.0% 97 $22K
Wolff Wiese Magana LLC 0.01% No change 100 $22K
Baldwin Wealth Partners LLC 0.00% Add +1112.5% 97 $21K
Independence Bank of Kentucky 0.00% No change 95 $20K
Walleye Trading LLC 0.00% New 94 $20K
Caldwell Trust Co 0.00% No change 93 $20K
Atticus Wealth Management, LLC 0.01% Reduce -5.3% 90 $19K
Centerpoint Advisors, LLC 0.01% Reduce -17.6% 89 $19K
Capital Analysts, LLC 0.00% No change 88 $19K
Sunbelt Securities, Inc. 0.00% No change 82 $18K
Farmers & Merchants Investments Inc. 0.00% No change 81 $17K
Fairfield Financial Advisors, LTD 0.01% No change 80 $17K
WR Wealth Planners, LLC 0.00% Add +8.1% 80 $17K
CVA Family Office, LLC 0.00% Reduce -3.6% 80 $17K
Hemington Wealth Management 0.00% New 82 $17K
Northwest Bank & Trust Co 0.01% No change 78 $17K
Ashton Thomas Securities, LLC 0.00% New 78 $17K
New Age Alpha Advisors, LLC 0.01% New 77 $17K
Salem Investment Counselors Inc. 0.00% No change 75 $16K
IMA Advisory Services, Inc. 0.00% New 73 $16K
Pin Oak Investment Advisors Inc. 0.01% No change 72 $15K
Private Wealth Management Group, LLC 0.01% No change 69 $15K
Global Financial Private Client, LLC 0.01% New 64 $14K
First United Bank & Trust 0.00% No change 64 $14K
Rise Advisors, LLC 0.01% Add +1.6% 64 $14K
Coston, McIsaac & Partners 0.00% No change 64 $13K
Fortis Group Advisors, LLC 0.00% No change 53 $11K
Investors Research Corp 0.00% No change 52 $11K
Valley Wealth Managers, Inc. 0.00% No change 52 $11K
New Millennium Group LLC 0.01% No change 51 $11K
West Branch Capital LLC 0.00% Reduce -35.1% 50 $11K
Criterion Capital Advisors, LLC 0.01% No change 53 $10K
PrairieView Partners, LLC 0.00% No change 49 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 45 $10K
Byrne Asset Management LLC 0.01% New 45 $10K
Fortitude Family Office, LLC 0.00% No change 45 $10K
Creative Financial Designs Inc. 0.00% New 43 $9K
Sachetta, LLC 0.00% No change 42 $9K
North Star Investment Management Corp. 0.00% No change 39 $8K
Frazier Financial Advisors, LLC 0.01% No change 38 $8K
Cornerstone Planning Group LLC 0.00% Reduce -17.4% 38 $8K
M&R Capital Management Inc. 0.00% No change 37 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -48.6% 36 $8K
Bell Investment Advisors, Inc 0.00% Add +6.1% 35 $8K
Earned Wealth Advisors, LLC 0.00% New 32 $7K
Robinswood Financial LLC 0.00% No change 32 $7K
First Financial Corp. 0.00% No change 30 $6K
Strategic Investment Solutions, Inc. 0.00% No change 30 $6K
Iron Horse Wealth Management, LLC 0.00% No change 27 $6K
Versant Capital Management, Inc 0.00% Reduce -53.5% 27 $6K
Gilliland Jeter Wealth Management LLC 0.00% No change 26 $6K
First Pacific Financial 0.00% Add +4.0% 26 $6K
Dunhill Financial, LLC 0.00% Add +118.2% 24 $5K
Financial Management Professionals, Inc. 0.00% Add +19.1% 25 $5K
Foster Dykema Cabot & Partners, LLC 0.00% New 22 $5K
Coppell Advisory Solutions LLC 0.00% No change 22 $5K
City State Bank 0.00% No change 21 $5K
Hollencrest Capital Management 0.00% New 21 $5K
NFSG Corp 0.00% No change 20 $4K
C M Bidwell & Associates Ltd. 0.00% New 18 $4K
Raleigh Capital Management Inc. 0.00% Add +20.0% 18 $4K
Abound Wealth Management 0.00% No change 18 $4K
McIlrath & Eck, LLC 0.00% No change 18 $4K
Gables Capital Management Inc. 0.00% New 17 $4K
Hexagon Capital Partners LLC 0.00% New 17 $4K
SJS Investment Consulting Inc. 0.00% Reduce -51.4% 17 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 17 $4K
LRI Investments, LLC 0.00% Reduce -66.7% 16 $4K
Addison Advisors LLC 0.00% New 14 $3K
VitalStone Financial, LLC 0.00% Reduce -6.7% 14 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $3K
Beacon Capital Management, LLC 0.00% New 13 $3K
Red Tortoise LLC 0.00% No change 12 $3K
Jaffetilchin Investment Partners, LLC 0.00% New 12 $3K
Financial Gravity Companies, Inc. 0.00% — 11 $2K
Raffa Wealth Management, LLC 0.00% No change 11 $2K
SOA Wealth Advisors, LLC. 0.00% No change 11 $2K
Tucker Asset Management LLC 0.00% No change 11 $2K
Avion Wealth 0.00% Add +20.0% 12 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -98.8% 7 $2K
Talon Private Wealth, LLC 0.00% — 8 $2K
Tortoise Investment Management, LLC 0.00% No change 7 $2K
Rosenberg Matthew Hamilton 0.00% No change 6 $1K
TFC Financial Management, Inc. 0.00% No change 5 $1K
Claris Advisors, LLC / Mo / 0.00% New 5 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 4 $861
Riverview Trust Co 0.00% New 4 $860
CoreCap Advisors, LLC 0.00% Reduce -66.7% 3 $645
Mattson Financial Services, LLC 0.00% No change 3 $591
Rakuten Securities, Inc. 0.00% No change 2 $430
Chesapeake Asset Management LLC 0.00% New 1 $215
Nvwm, LLC 0.00% No change 1 $215
Ancora Advisors LLC 0.00% New 1 $215
Householder Group Estate & Retirement Specialist, LLC 0.00% New 2 $0

"% of holder's portfolio" is BR's weight in each manager's 13F, not the share of Broadridge Financial Solutio the manager owns.