Brown & BrownBRO

13F holders, Q1 2025 (March 31)
910holders +37
120new positions
82sold out
7famous investors
$124.27avg. 13F price*

At the end of Q1 2025, 910 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, up 37 from Q4 2024. 120 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($3.8B), BlackRock, Inc. ($2.3B) and Principal Financial Group Inc. ($1.6B). 7 famous investors held it, including Francois Rochon (1.4% of Giverny Capital's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Brown & Brown Inc.
Sector
Finance
CUSIP
115236101
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 715Q1 2024Q2 2024: 757Q2 2024Q3 2024: 820Q3 2024Q4 2024: 873Q4 2024Q1 2025: 910Q1 2025Q2 2025: 930Q2 2025Q3 2025: 896Q3 2025Q4 2025: 890Q4 2025Q1 2026: 816Q1 2026Q2 2026: 809Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions120$1.1B
Exits82$190.1M

All 13F filers, Q4 2024 → Q1 2025: 21,622,413 shares bought and 14,384,756 shares sold, net +7,237,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 910 holders

Vanguard Group Inc. 0.07% Add +1.9% 30,501,119 $3.8B
BlackRock, Inc. 0.05% Reduce -1.5% 18,389,672 $2.3B
Principal Financial Group Inc. 0.90% Add +0.3% 12,940,046 $1.6B
State Street Corp. 0.06% Add +0.4% 11,198,682 $1.4B
Capital World Investors 0.17% Add +97.0% 8,264,954 $1.0B
Morgan Stanley 0.07% Reduce -13.7% 7,402,530 $920.9M
Parnassus Investments, LLC 2.16% New 7,227,805 $899.1M
Geode Capital Management, LLC 0.06% Add +3.6% 6,319,226 $783.7M
Select Equity Group, L.P. 3.48% Reduce -21.4% 6,274,372 $780.5M
Invesco Ltd. 0.10% Add +8.3% 4,120,135 $512.5M
Allspring Global Investments Holdings, LLC 0.80% Reduce -5.5% 3,706,927 $460.1M
Wells Fargo & Company 0.10% Add +0.5% 3,251,650 $404.5M
Norges Bank 0.05% Add +0.7% 3,094,631 $385.0M
Royal Bank of Canada 0.09% Add +6.3% 3,063,741 $381.1M
Barclays PLC 0.14% Add +5.6% 2,383,584 $296.5M
Manufacturers Life Insurance Company, The 0.28% Reduce -1.2% 2,380,723 $296.2M
Northern Trust Corp. 0.04% Add +1.4% 2,353,376 $292.8M
Bank of America Corp. 0.03% Add +15.4% 2,313,431 $287.8M
Fenimore Asset Management Inc 5.65% Reduce -6.7% 2,144,293 $266.7M
Madison Asset Management, LLC 2.86% Add +6.2% 2,060,954 $256.4M
Goldman Sachs Group Inc. 0.05% Reduce -11.7% 2,006,096 $249.6M
First Eagle Investment Management, LLC 0.50% Add +0.4% 1,921,699 $239.1M
Royal London Asset Management Ltd. 0.51% Reduce -2.2% 1,729,576 $215.2M
ProShare Advisors LLC 0.47% Reduce -9.7% 1,667,543 $207.4M
Kayne Anderson Rudnick Investment Management LLC 0.49% Add +0.6% 1,620,536 $201.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +1.3% 1,585,840 $197.3M
Dimensional Fund Advisors LP 0.05% Reduce -1.8% 1,535,805 $191.0M
Charles Schwab Investment Management Inc. 0.03% Add +1.3% 1,374,678 $171.0M
Bank of New York Mellon Corp 0.03% Reduce -3.5% 1,328,262 $165.2M
Handelsbanken Fonder AB 0.67% Add +172.5% 1,314,434 $163.5M
CIBC Private Wealth Group LLC 0.33% Add +1.0% 1,405,429 $158.0M
TrinityBridge Ltd 4.50% Reduce -8.0% 1,257,688 $156.5M
UBS Group AG 0.03% Reduce -10.9% 1,244,253 $154.8M
Raymond James Financial Inc. 0.05% Add +66.0% 1,169,936 $145.5M
Legal & General Group Plc 0.04% Add +1.6% 1,121,860 $139.6M
Congress Asset Management Co. 1.03% Reduce -12.9% 1,110,721 $138.2M
Chilton Investment Co. Inc. 3.30% Add +5.3% 1,086,607 $135.2M
California Public Employees Retirement System 0.09% Reduce -2.9% 1,071,011 $133.2M
Gobi Capital LLC 7.55% Reduce -1.0% 1,065,937 $132.6M
Deutsche Bank AG 0.05% Reduce -28.2% 1,028,081 $127.9M
Natixis Advisors, LLC 0.22% Add +13.8% 958,273 $119.2M
Clarkston Capital Partners, LLC 2.33% Add +0.3% 950,710 $118.3M
Envestnet Asset Management Inc. 0.03% Add +6.2% 801,194 $99.7M
JPMorgan Chase & Co. 0.01% Add +11.5% 799,471 $99.5M
Macquarie Group Ltd. 0.12% Reduce -5.5% 764,725 $95.1M
Tandem Investment Advisors, Inc. 3.32% Add +2.5% 764,709 $95.1M
Storebrand Asset Management As 0.30% Reduce -48.2% 737,323 $91.7M
Swiss National Bank 0.06% Add +0.1% 685,500 $85.3M
T. Rowe Price Associates Inc. 0.01% Reduce -1.2% 676,839 $84.2M
First Trust Advisors LP 0.07% Reduce -72.1% 656,167 $81.6M
Captrust Financial Advisors 0.20% Add +782.9% 650,098 $80.9M
Millennium Management 0.08% Add +3.5% 649,852 $80.8M
Brown Brothers Harriman & Co. 0.56% Add +10.9% 640,661 $79.7M
Nordea Investment Management AB 0.08% Add +2842.4% 639,864 $79.4M
Assenagon Asset Management S.A. 0.14% Add +125.8% 628,690 $78.2M
FIL Ltd 0.07% Add +15.0% 619,358 $77.0M
Sei Investments Co. 0.10% Add +61.0% 603,482 $75.1M
Nuveen, LLC 0.02% — 585,971 $72.9M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +0.9% 582,811 $72.5M
Ameriprise Financial Inc. 0.02% Reduce -4.9% 559,991 $69.7M
Snyder Capital Management L P 1.50% Reduce -2.1% 551,133 $68.6M
Worldquant Millennium Advisors LLC 0.42% Add +74.3% 537,532 $66.9M
FMR LLC 0.00% Reduce -10.5% 534,246 $66.5M
Vest Financial, LLC 1.03% Reduce -1.4% 533,273 $66.3M
Bank of Montreal 0.04% Add +40.4% 532,240 $66.2M
Mitsubishi UFJ Trust & Banking Corp 0.17% Add +63.7% 530,887 $66.0M
Schwartz Investment Counsel Inc. 2.22% No change 519,150 $64.6M
Rhumbline Advisers 0.06% Add +0.1% 513,570 $63.9M
Dundas Partners LLP 4.61% No change 503,111 $62.6M
Confluence Investment Management LLC 0.88% Reduce -5.9% 493,525 $61.4M
HSBC Holdings PLC 0.04% Reduce -11.2% 490,293 $60.8M
Abn Amro Investment Solutions 1.23% New 473,219 $58.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +8.6% 471,023 $58.6M
EULAV Asset Management 1.37% Add +3.3% 444,900 $55.3M
Nomura Asset Management Co. Ltd. 0.16% Reduce -3.2% 427,448 $53.2M
Polar Capital Holdings Plc 0.32% Add +3.0% 425,000 $52.9M
Corient Private Wealth LP 0.09% Add +3.0% 424,112 $52.8M
Rathbones Group PLC 0.24% Add +47.5% 406,379 $50.6M
Cookson Peirce & Co. Inc. 2.50% Reduce -1.8% 400,113 $49.8M
TimesSquare Capital Management, LLC 0.72% Reduce -8.4% 358,962 $44.7M
Danske Bank A/S 0.14% Add +70.3% 358,108 $44.5M
Stifel Financial Corp. 0.05% Reduce -4.1% 357,649 $44.5M
California State Teachers Retirement System 0.05% Reduce -1.0% 343,657 $42.8M
Pictet Asset Management Holding SA 0.05% Add +5.9% 343,108 $42.7M
National Pension Service 0.04% Add +0.4% 341,513 $42.5M
Victory Capital Management Inc. 0.04% Add +6.5% 324,055 $40.3M
Renaissance Group LLC 1.76% New 320,889 $39.9M
BNP Paribas Financial Markets 0.03% Reduce -21.6% 316,372 $39.4M
Port Capital LLC 1.78% Add +31.4% 315,815 $39.3M
Amundi 0.01% Reduce -53.6% 314,762 $39.2M
Ferguson Wellman Capital Management, Inc. 0.75% Add +2.5% 312,116 $38.8M
Cresset Asset Management, LLC 0.19% Reduce -5.3% 311,986 $38.8M
Visualize Group LP 12.54% Add +83.0% 305,991 $38.1M
APG Asset Management N.V. 0.12% Reduce -14.8% 325,655 $37.5M
Osterweis Capital Management Inc. 2.53% Reduce -2.6% 300,979 $37.4M
Vancity Investment Management Ltd 5.08% — 297,938 $37.1M
Giverny Capital 1.35% Reduce -0.1% 294,603 $36.6M
Neuberger Berman Group LLC 0.03% Add +221.0% 289,704 $36.0M
Intech Investment Management LLC 0.37% Reduce -40.8% 287,115 $35.7M
Allianz Asset Management GmbH 0.05% Reduce -32.3% 286,452 $35.6M
Local Pensions Partnership Investment Ltd 0.70% No change 284,000 $35.3M
Prospector Partners LLC 4.08% Reduce -0.5% 283,640 $35.3M
LPL Financial LLC 0.01% Add +29.3% 281,572 $35.0M
Truist Financial Corp. 0.06% Add +0.4% 280,297 $34.9M
Citigroup Inc. 0.03% Add +37.5% 279,713 $34.8M
Candriam S.C.A. 0.21% Add +6.8% 273,043 $34.0M
PhiloSmith Capital Corp 9.32% Reduce -6.8% 272,450 $33.9M
Janney Montgomery Scott LLC 0.09% Reduce -9.7% 265,227 $33.0M
State Board of Administration of Florida Retirement System 0.06% Reduce -0.7% 258,757 $32.2M
Public Employees Retirement Association of Colorado 0.13% Add +35.7% 254,091 $31.6M
Motley Fool Wealth Management, LLC 1.86% Reduce -8.7% 253,443 $31.5M
DekaBank Deutsche Girozentrale 0.06% Reduce -3.3% 251,839 $30.8M
Alliancebernstein L.P. 0.01% Add +0.1% 247,304 $30.8M
TD Asset Management Inc 0.03% Add +0.1% 243,887 $30.3M
Credit Agricole S A 0.11% Reduce -2.2% 239,402 $29.8M
Los Angeles Capital Management LLC 0.13% Reduce -51.6% 236,854 $29.5M
Robeco Institutional Asset Management B.V. 0.06% Reduce -65.0% 235,104 $29.2M
Russell Investments Group, Ltd. 0.04% Add +22.4% 216,438 $26.9M
Gotham Asset Management 0.22% Add +5.9% 214,896 $26.7M
New York State Teachers Retirement System 0.06% Reduce -1.8% 208,028 $25.9M
Voya Investment Management LLC 0.03% Add +22.3% 204,438 $25.4M
Summit Wealth Partners, LLC 5.09% Reduce -9.0% 201,700 $25.1M
National Bank of Canada 0.03% Add +2.1% 193,872 $24.1M
Zurich Insurance Group Ltd 0.19% Reduce -54.7% 193,221 $24.0M
CANADA LIFE ASSURANCE Co 0.04% Reduce -0.3% 180,695 $22.5M
Baird Financial Group, Inc. 0.04% Reduce -1.7% 175,218 $21.8M
Sterling Capital Management LLC 0.34% Reduce -3.0% 174,168 $21.7M
Whittier Trust Co. 0.30% Reduce -7.1% 173,514 $21.6M
Renaissance Technologies 0.03% Add +26.3% 173,000 $21.5M
Commonwealth Equity Services, LLC 0.03% Add +1.7% 171,763 $21.4M
Aberdeen Group plc 0.04% Add +90.6% 163,970 $20.3M
Bar Harbor Wealth Management 1.32% Reduce -0.6% 160,568 $20.0M
Sanctuary Advisors, LLC 0.14% Reduce -1.9% 160,412 $20.0M
State of Wisconsin Investment Board 0.05% Reduce -31.3% 156,993 $19.5M
Aware Super Pty Ltd as trustee of Aware Super 0.32% Add +1189.1% 150,175 $18.7M
Wilson Asset Management (international) PTY Ltd. 4.77% No change 143,443 $17.8M
1832 Asset Management L.P. 0.03% Reduce -20.5% 142,763 $17.8M
Running Oak Capital LLC 2.11% Add +0.5% 140,490 $17.5M
Ensign Peak Advisors, Inc 0.03% Add +14.8% 140,145 $17.4M
Public Employees Retirement System of Ohio 0.06% Add +52.8% 140,022 $17.4M
OMERS ADMINISTRATION Corp 0.15% Reduce -4.5% 139,771 $17.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -21.6% 133,181 $16.6M
Jacobs Levy Equity Management, Inc. 0.06% New 127,264 $15.8M
Guggenheim Capital LLC 0.15% Add +7.3% 126,719 $15.8M
Man Group plc 0.05% Add +2.9% 126,474 $15.7M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -0.1% 124,466 $15.5M
Prudential Financial Inc. 0.02% Reduce -1.2% 123,376 $15.3M
CW Advisors, LLC 0.18% Reduce -11.3% 125,781 $15.3M
Franklin Resources Inc. 0.00% Add +0.2% 119,072 $14.8M
Mattern Capital Management, LLC 1.88% Reduce -6.5% 118,562 $14.7M
Segall Bryant & Hamill, LLC 0.23% Reduce -5.5% 118,490 $14.7M
UMB Bank, n.a. 0.24% Add +0.1% 117,887 $14.7M
Korea Investment CORP 0.03% Add +11.9% 115,283 $14.3M
Yousif Capital Management, LLC 0.17% Reduce -7.6% 114,786 $14.3M
New York State Common Retirement Fund 0.02% Reduce -60.5% 114,422 $14.2M
Vaughan David Investments LLC 0.33% No change 113,372 $14.1M
Kennedy Capital Management LLC 0.33% Reduce -19.2% 111,774 $13.9M
Moran Wealth Management, LLC 0.47% Add +282.8% 111,317 $13.8M
Treasurer of the State of North Carolina 0.05% Add +3.4% 109,291 $13.6M
Quantum Capital Management, LLC / NJ 1.40% Reduce -2.2% 108,839 $13.5M
D. E. Shaw & Co. 0.02% Reduce -44.5% 108,262 $13.5M
Resona Asset Management Co.,Ltd. 0.08% Add +5.6% 107,499 $13.3M
Mirabella Financial Services LLP 0.55% Add +488.3% 104,790 $13.1M
Wellington Management Group LLP 0.00% Reduce -25.3% 104,816 $13.0M
Cooper Investors PTY Ltd. 2.11% Reduce -14.4% 104,533 $13.0M
Hantz Financial Services, Inc. 0.23% Reduce -3.2% 103,955 $12.9M
Asset Management One Co., Ltd. 0.04% Add +8.6% 101,448 $12.6M
Lountzis Asset Management, LLC 4.73% Reduce -9.8% 109,081 $12.5M
Pictet North America Advisors SA 1.24% Add +7.7% 100,094 $12.5M
Mackenzie Financial Corp. 0.02% Add +6.4% 100,090 $12.5M
Jump Financial, LLC 0.19% Add +737.8% 99,222 $12.3M
Heron Bay Capital Management 2.56% Reduce -0.7% 97,868 $12.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.15% Add +10.4% 97,643 $12.1M
Shell Asset Management Co. 0.58% Reduce -3.8% 97,438 $12.1M
State of Tennessee, Department of Treasury 0.05% Reduce -13.7% 97,071 $12.1M
Spring Capital Management, LLC 6.54% Reduce -0.5% 96,264 $12.0M
Lord, Abbett & Co. LLC 0.04% New 96,000 $11.9M
Toronto Dominion Bank 0.03% Reduce -14.0% 94,859 $11.8M
Speece Thorson Capital Group Inc. 2.41% Reduce -17.0% 94,083 $11.7M
Quantinno Capital Management LP 0.08% Add +29.3% 93,212 $11.6M
US Bancorp \de 0.02% Add +209.0% 93,057 $11.6M
WealthPlan Investment Management, LLC 1.14% Reduce -5.6% 92,991 $11.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.05% Reduce -27.6% 92,598 $11.5M
First Merchants Corp. 0.46% Add +1.8% 91,913 $11.4M
Thrivent Financial for Lutherans 0.02% Reduce -36.4% 88,681 $11.0M
Motley Fool Asset Management LLC 0.61% Reduce -3.1% 87,724 $10.9M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -7.2% 87,600 $10.9M
Marks Group Wealth Management, Inc 1.04% Reduce -4.8% 87,111 $10.8M
Benjamin Edwards Inc. 0.15% Reduce -7.0% 86,985 $10.8M
Townsquare Capital LLC 0.12% Add +4.7% 86,770 $10.8M
Whittier Trust Co. of Nevada Inc. 0.27% Add +4.6% 85,503 $10.6M
KLP Kapitalforvaltning As 0.05% Add +2.1% 82,800 $10.3M
Comerica Bank 0.04% Reduce -0.1% 81,384 $10.1M
Squarepoint Ops LLC 0.02% Add +63.1% 80,161 $10.0M
BCM Advisors, LLC 2.21% Reduce -1.4% 88,250 $9.8M
State of New Jersey Common Pension Fund D 0.04% Reduce -7.5% 78,059 $9.7M
Rafferty Asset Management, LLC 0.04% Reduce -7.1% 77,804 $9.7M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -1.1% 76,864 $9.6M
HWG Holdings LP 3.91% Add +0.3% 70,504 $8.8M
Arizona State Retirement System 0.06% Reduce -0.2% 70,291 $8.7M
Forte Capital LLC 1.03% Add +0.1% 69,990 $8.7M
Nisa Investment Advisors, LLC 0.04% Reduce -9.7% 69,102 $8.6M
Ibex Wealth Advisors 1.12% Add +10.3% 68,087 $8.5M
Boston Trust Walden Corp 0.06% Reduce -0.8% 67,773 $8.4M
Creative Planning 0.01% Add +2.5% 66,765 $8.3M
CIBC Asset Management Inc 0.03% Add +72.2% 66,667 $8.3M
MetLife Investment Management, LLC 0.04% Reduce -1.8% 66,237 $8.2M
State of Michigan Retirement System 0.05% Reduce -0.2% 64,351 $8.0M
Osaic Holdings, Inc. 0.02% Reduce -4.4% 63,880 $7.9M
Public Sector Pension Investment Board 0.03% Add +2.9% 63,413 $7.9M
Vaughan Nelson Investment Management, L.P. 0.08% Add +3.4% 60,935 $7.6M
Mariner, LLC 0.01% Add +0.5% 60,689 $7.5M
Campbell & CO Investment Adviser LLC 0.58% New 60,657 $7.5M
Aviva PLC 0.02% Add +13.0% 60,020 $7.5M
Corebridge Financial, Inc. 0.04% Reduce -3.8% 59,034 $7.3M
Leavell Investment Management, Inc. 0.36% Reduce -2.4% 58,148 $7.2M
Stonebridge Financial Group, LLC 0.74% Reduce -0.3% 56,266 $7.0M
Teacher Retirement System of Texas 0.03% Reduce -81.0% 54,832 $6.8M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Add +569.0% 54,614 $6.8M
Czech National Bank 0.06% Add +5.9% 54,509 $6.8M
Verition Fund Management LLC 0.04% Reduce -35.1% 54,463 $6.8M
Heirloom Wealth Management 1.94% Add +4.1% 54,348 $6.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +7.5% 54,273 $6.8M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +4.1% 52,535 $6.5M
Advisory Services Network, LLC 0.13% Reduce -3.6% 52,498 $6.5M
Amalgamated Bank 0.06% Add +0.6% 52,235 $6.5M
Park National Corp. 0.24% Reduce -0.3% 51,634 $6.4M
O'shaughnessy Asset Management, LLC 0.05% Add +27.1% 51,234 $6.4M
Retirement Systems of Alabama 0.02% Reduce -0.8% 50,998 $6.3M
WealthPLAN Partners, LLC 0.89% Reduce -1.1% 50,775 $6.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -5.9% 49,399 $6.1M
Cerity Partners LLC 0.01% Add +2.4% 49,275 $6.1M
Silphium Asset Management Ltd 4.89% Add +0.1% 48,823 $6.1M
Bank Julius Baer & Co. Ltd, Zurich 0.02% New 49,109 $6.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +0.1% 46,494 $5.8M
DNB Asset Management AS 0.03% Add +0.6% 45,562 $5.7M
First National Bank of Omaha 0.39% Reduce -9.2% 45,396 $5.6M
DAVENPORT & Co LLC 0.03% Add +16.7% 45,047 $5.6M
WCM Investment Management, LLC 0.01% Reduce -20.3% 45,489 $5.6M
PNC Financial Services Group, Inc. 0.00% Add +3.9% 44,858 $5.6M
Mogy Joel R Investment Counsel Inc. 0.36% Add +131.2% 44,591 $5.5M
IFM Investors Pty Ltd 0.06% Reduce -3.6% 44,556 $5.5M
Empowered Funds, LLC 0.08% Add +101.1% 44,329 $5.5M
Xponance LLC 0.05% Add +0.8% 44,168 $5.5M
Cetera Investment Advisers 0.01% Add +20.9% 43,878 $5.5M
Forsta Ap-Fonden 0.04% Reduce -5.0% 43,300 $5.4M
Acadian Asset Management LLC 0.02% Reduce -62.6% 43,107 $5.4M
Kelleher Financial Advisors 2.08% Reduce -0.1% 42,048 $5.2M
Tower Bridge Advisors 0.58% Reduce -4.1% 40,904 $5.1M
&partners 0.05% Add +8.7% 41,124 $5.1M
HighTower Advisors, LLC 0.01% Reduce -53.5% 40,171 $5.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +7.9% 40,033 $5.0M
Susquehanna International Group, LLP 0.01% Reduce -56.6% 39,678 $4.9M
Utah Retirement Systems 0.06% No change 39,390 $4.9M
Mutual of America Capital Management LLC 0.05% Reduce -4.2% 37,683 $4.7M
Atria Investments, Inc 0.06% Add +14.7% 37,656 $4.7M
Catalyst Capital Advisors LLC 0.10% Reduce -5.5% 37,527 $4.7M
D L Carlson Investment Group Inc. 0.90% Reduce -6.5% 37,468 $4.7M
Dorsey Wright & Associates 1.18% Add +9.3% 37,306 $4.6M
Insight Wealth Strategies, LLC 0.61% Add +39.3% 36,524 $4.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.76% Add +22.1% 36,327 $4.5M
Caisse de depot et placement du Quebec 0.01% Reduce -49.2% 36,001 $4.5M
Legacy Financial Strategies, LLC 0.97% Reduce -14.7% 35,801 $4.5M
Integrity Financial Corp 2.52% Add +0.0% 35,774 $4.5M
Summit Financial, LLC 0.12% Add +404.1% 35,415 $4.4M
First National Advisers, LLC 0.70% Add +8.3% 35,262 $4.4M
Police & Firemen's Retirement System of New Jersey 0.04% No change 35,116 $4.4M
Threadgill Financial, LLC 2.30% Add +0.5% 34,563 $4.3M
KBC Group NV 0.01% Reduce -9.2% 34,513 $4.3M
Southeast Asset Advisors, LLC 0.52% Reduce -17.9% 34,287 $4.3M
Brendel Financial Advisors LLC 2.58% Reduce -1.3% 34,114 $4.2M
Daiwa Securities Group Inc. 0.02% Add +7.4% 34,063 $4.2M
Independent Advisor Alliance 0.14% Reduce -14.8% 33,763 $4.2M
AQR Capital Management 0.00% Add +38.3% 33,444 $4.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +11.3% 32,993 $4.1M
AXA S.A. 0.01% Reduce -0.2% 32,450 $4.0M
New York Life Investment Management LLC 0.04% Reduce -0.5% 31,790 $4.0M
Nissay Asset Management Corp. /Japan 0.03% Add +1.7% 31,231 $3.9M
New Age Alpha Advisors, LLC 0.17% Reduce -75.9% 31,192 $3.9M
Patton Fund Management, Inc. 0.94% Reduce -22.9% 31,151 $3.9M
Numerai GP LLC 0.73% Add +440.5% 30,931 $3.8M
Jackson Wealth Management, LLC 0.46% Reduce -1.7% 30,715 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +17.0% 30,091 $3.7M
Crawford Investment Counsel Inc. 0.07% Reduce -2.0% 30,004 $3.7M
Sciencast Management LP 0.86% Add +62.9% 29,821 $3.7M
Faithward Advisors, LLC 0.65% Reduce -0.8% 29,797 $3.7M
Elser Financial Planning, Inc 5.09% Reduce -17.5% 29,560 $3.7M
CHB Investment Group, LLC 1.94% Reduce -0.0% 29,360 $3.7M
Cibc World Market Inc. 0.01% Add +161.6% 29,324 $3.6M
D.A. Davidson & Co. 0.03% Reduce -1.8% 29,297 $3.6M
Choreo, LLC 0.06% Reduce -6.9% 29,178 $3.6M
Covey Capital Advisors, LLC 4.18% Add +0.6% 29,157 $3.6M
Penobscot Investment Management Company, Inc. 0.34% Add +3.8% 29,148 $3.6M
Janus Henderson Group PLC 0.00% Add +14.6% 29,490 $3.6M
Cibc World Markets Corp. 0.03% Reduce -23.4% 28,886 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -32.5% 28,636 $3.6M
Steward Partners Investment Advisory, LLC 0.03% Reduce -24.5% 28,582 $3.6M
MML Investors Services, LLC 0.01% Add +6.0% 28,312 $3.5M
Ethic Inc. 0.07% Add +15.8% 28,275 $3.5M
Coldstream Capital Management Inc. 0.07% Reduce -8.4% 28,205 $3.5M
State of Alaska, Department of Revenue 0.04% Add +2.8% 27,803 $3.5M
Bank of Nova Scotia 0.01% Reduce -21.3% 27,679 $3.4M
Ironwood Investment Counsel, LLC 0.58% Reduce -1.0% 27,088 $3.4M
Fuller & Thaler Asset Management, Inc. 0.01% Add +53.8% 27,057 $3.4M
Wealthcare Advisory Partners LLC 0.09% Reduce -4.7% 27,022 $3.4M
Pacer Advisors, Inc. 0.01% Reduce -21.4% 26,826 $3.3M
Panagora Asset Management Inc. 0.02% Reduce -9.9% 26,760 $3.3M
Henshaw Capital LLC 0.14% Reduce -28.2% 26,206 $3.3M
Savant Capital, LLC 0.03% Add +55.5% 25,755 $3.2M
OP Asset Management Ltd 0.05% — 25,642 $3.2M
Cim, LLC 0.47% Add +76.6% 25,495 $3.2M
Vanguard Personalized Indexing Management, LLC 0.05% Add +5.8% 25,376 $3.2M
Stephens Inc. 0.04% Reduce -1.7% 24,655 $3.1M
IFP Advisors, Inc 0.09% Add +12.9% 24,429 $3.0M
Jefferies Financial Group Inc. 0.05% New 24,464 $3.0M
Tidal Investments LLC 0.03% Reduce -90.0% 24,449 $3.0M
Peninsula Asset Management Inc. 1.68% New 24,335 $3.0M
UniSuper Management Pty Ltd 0.02% Reduce -5.6% 24,197 $3.0M
Oppenheimer Asset Management Inc. 0.04% Reduce -8.2% 24,191 $3.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.6% 24,011 $3.0M
Harbor Advisors LLC 0.52% No change 24,000 $3.0M
Pathstone Holdings, LLC 0.01% Add +10.1% 23,698 $2.9M
Roundview Capital LLC 0.21% Add +57.9% 23,586 $2.9M
Agf Management Ltd. 0.02% Add +0.0% 23,555 $2.9M
Procyon Advisors, LLC 0.18% Add +2.8% 23,404 $2.9M
QRG Capital Management, Inc. 0.03% Add +15.6% 23,331 $2.9M
SteelPeak Wealth, LLC 0.12% New 23,152 $2.9M
Sabal Trust CO 0.16% No change 22,850 $2.8M
Andra AP-fonden 0.05% Reduce -58.2% 22,804 $2.8M
J. Safra Sarasin Holding AG 0.05% New 22,733 $2.8M
Crossmark Global Holdings, Inc. 0.05% Reduce -1.6% 22,530 $2.8M
Blair William & Co. 0.01% Reduce -14.5% 22,071 $2.7M
Salem Investment Counselors Inc. 0.10% No change 22,000 $2.7M
Rakuten Investment Management, Inc. 0.01% — 21,850 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.5% 21,438 $2.7M
Achmea Investment Management B.V. 0.04% Reduce -6.0% 21,300 $2.6M
Penserra Capital Management LLC 0.05% Add +1107.5% 20,842 $2.6M
Cacti Asset Management LLC 0.20% No change 21,000 $2.6M
Illinois Municipal Retirement Fund 0.04% No change 20,702 $2.6M
Bessemer Group Inc. 0.00% Reduce -10.5% 20,607 $2.6M
Oregon Public Employees Retirement Fund 0.05% Add +0.1% 20,389 $2.5M
CX Institutional 0.10% Add +3.2% 20,282 $2.5M
Rockefeller Capital Management L.P. 0.01% Reduce -6.9% 19,374 $2.4M
Mitchell Capital Management Co. 0.46% New 19,372 $2.4M
Prospera Financial Services Inc 0.05% Add +0.7% 19,070 $2.4M
Mizuho Securities USA LLC 0.05% Reduce -15.5% 19,002 $2.4M
NewEdge Advisors, LLC 0.01% Add +4.7% 18,971 $2.4M
Tredje AP-fonden 0.02% No change 18,787 $2.3M
Trueblood Wealth Management, LLC 1.08% Add +6.6% 18,689 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +22.0% 18,603 $2.3M
Wedge Capital Management L L P 0.04% Reduce -11.8% 18,406 $2.3M
Suncoast Equity Management 0.26% Add +14.8% 18,375 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Add +3.9% 18,344 $2.3M
Kesler, Norman & Wride, LLC 0.43% Add +1.1% 18,143 $2.3M
Metis Global Partners, LLC 0.06% Add +15.3% 18,065 $2.2M
PGGM Investments 0.03% No change 17,910 $2.2M
Aquatic Capital Management LLC 0.06% New 17,862 $2.2M
Schroder Investment Management Group 0.00% Reduce -2.8% 18,067 $2.2M
AE Wealth Management LLC 0.02% Reduce -2.3% 17,772 $2.2M
Ameriflex Group, Inc. 0.89% Reduce -0.3% 17,590 $2.2M
Zacks Investment Management 0.02% Add +3.0% 17,512 $2.2M
Mgo One Seven LLC 0.08% Reduce -10.0% 17,352 $2.2M
Fiduciary Trust Co 0.03% Add +13.6% 17,322 $2.2M
Keybank National Association 0.01% Reduce -14.0% 17,124 $2.1M
Ameritas Investment Partners, Inc. 0.07% Reduce -12.8% 17,070 $2.1M
Landscape Capital Management, L.L.C. 0.19% Add +524.5% 16,744 $2.1M
Swiss Life Asset Management Ltd 0.01% Add +54.1% 16,533 $2.1M
Evermay Wealth Management LLC 0.27% Reduce -2.9% 16,495 $2.1M
Kentucky Retirement Systems 0.06% Add +0.2% 16,304 $2.0M
Prudential PLC 0.01% No change 15,929 $2.0M
Glenmede Trust Co. NA 0.01% Reduce -1.1% 15,818 $2.0M
TD Waterhouse Canada Inc. 0.02% Add +1610.6% 15,789 $2.0M
Capital Investment Advisors, LLC 0.04% New 15,503 $1.9M
Greenleaf Trust 0.02% Reduce -0.2% 15,441 $1.9M
Otter Creek Advisors, LLC 1.33% Reduce -53.4% 15,387 $1.9M
Davidson Kahn Capital Management, LLC 1.48% Add +38.9% 15,379 $1.9M
Avanza Fonder AB 0.06% Reduce -23.9% 15,275 $1.9M
Bokf, NA 0.03% Reduce -11.2% 15,174 $1.9M
BOK Financial Private Wealth, Inc. 0.14% Reduce -19.6% 15,045 $1.9M
Hartford Investment Management Co. 0.06% Reduce -1.0% 14,759 $1.8M
Inceptionr LLC 0.55% Reduce -16.3% 14,702 $1.8M
M&T Bank Corp 0.01% Add +56.8% 14,693 $1.8M
Nicholson Wealth Management Group, LLC 1.19% Add +1.9% 14,536 $1.8M
SG Americas Securities, LLC 0.01% Add +18.8% 14,537 $1.8M
Mount Lucas Management LP 0.84% Reduce -3.1% 14,398 $1.8M
Gibbs Wealth Management 0.43% Add +18.0% 14,271 $1.8M
Praxis Investment Management Inc. 0.12% No change 14,270 $1.8M
Cyndeo Wealth Partners, LLC 0.12% Add +16.6% 14,235 $1.8M
Federated Hermes, Inc. 0.00% Reduce -85.4% 14,077 $1.8M
Fairbanks Capital Management, Inc. 1.12% New 13,947 $1.7M
Gulf International Bank (UK) Ltd 0.06% Reduce -26.9% 13,788 $1.7M
NEOS Investment Management LLC 0.03% Add +22.4% 13,689 $1.7M
SlateStone Wealth, LLC 0.17% Reduce -14.1% 13,525 $1.7M
Virtus Investment Advisers, LLC 0.46% Add +684.6% 13,527 $1.7M
Prevail Innovative Wealth Advisors, LLC 0.45% Reduce -22.7% 13,490 $1.7M
HB Wealth Management, LLC 0.01% Add +118.8% 13,463 $1.7M
Lombard Odier Asset Management (USA) Corp 0.69% New 13,277 $1.7M
Wealthfront Advisers LLC 0.00% Add +26.4% 13,189 $1.6M
Canada Pension Plan Investment Board 0.00% Add +3683.5% 13,053 $1.6M
Citadel Advisors 0.00% Add +8054.7% 12,966 $1.6M
Ewing Morris & Co. Investment Partners Ltd. 0.50% New 8,932 $1.6M
Louisiana State Employees Retirement System 0.03% No change 12,800 $1.6M
Cathy Pareto & Associates, Inc. 1.40% No change 12,761 $1.6M
Cullinan Associates Inc. 0.11% Reduce -3.9% 12,500 $1.6M
Securian Asset Management, Inc. 0.05% Reduce -1.6% 12,464 $1.6M
Parr McKnight Wealth Management Group, LLC 0.22% Add +0.0% 12,276 $1.5M
Cross Staff Investments Inc 1.13% No change 12,000 $1.5M
Marshall Financial Group, LLC 0.32% Add +1.4% 11,844 $1.5M
Price Capital Management, Inc. 3.72% New 11,840 $1.5M
Mercer Global Advisors Inc. 0.00% Add +28.9% 11,836 $1.5M
Avantax Advisory Services, Inc. 0.01% Add +63.4% 11,833 $1.5M
Hunter Associates Investment Management LLC 0.23% Reduce -11.5% 11,820 $1.5M
Compass Ion Advisors, LLC 0.17% Add +0.1% 11,669 $1.5M
Sepio Capital, LP 0.11% Reduce -28.3% 11,582 $1.4M
GAM Holding AG 0.11% Add +14.6% 11,497 $1.4M
Tributary Capital Management, LLC 0.12% Reduce -15.6% 11,482 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -31.3% 11,453 $1.4M
Mizuho Markets Americas LLC 0.03% Reduce -55.4% 11,413 $1.4M
Norinchukin Bank, The 0.03% Add +14.0% 11,364 $1.4M
Highland Capital Management, LLC 0.08% New 11,251 $1.4M
IPG Investment Advisors LLC 0.32% New 11,228 $1.4M
Maryland State Retirement & Pension System 0.03% Reduce -12.4% 11,163 $1.4M
Focus Partners Wealth 0.00% Add +5.2% 11,149 $1.4M
Strategy Asset Managers LLC 0.29% Add +88.7% 11,135 $1.4M
New Mexico Educational Retirement Board 0.05% Reduce -1.8% 11,100 $1.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.09% Add +24.4% 11,016 $1.4M
Wedbush Securities Inc. 0.05% Reduce -5.8% 10,997 $1.4M
Baker Avenue Asset Management, LP 0.04% New 10,891 $1.4M
Chaney Capital Management, Inc. 0.60% No change 10,864 $1.4M
Norden Group LLC 0.16% Reduce -5.0% 10,834 $1.3M
Proficio Capital Partners LLC 0.10% Reduce -0.6% 10,805 $1.3M
Ostrum Asset Management 0.07% Reduce -2.6% 10,724 $1.3M
Benchmark Investment Advisors LLC 0.86% Reduce -35.6% 10,648 $1.3M
ING Groep NV 0.01% Reduce -0.8% 10,645 $1.3M
Greenfield Seitz Capital Management, LLC 0.50% No change 10,600 $1.3M
Simon Quick Advisors, LLC 0.07% Reduce -6.9% 10,568 $1.3M
Parkwoods Wealth Partners, LLC 0.88% No change 10,528 $1.3M
E. Ohman J:or Asset Management AB 0.03% Reduce -10.3% 10,470 $1.3M
Regal Partners Ltd 0.13% New 10,464 $1.3M
Twin Capital Management Inc. 0.15% Reduce -0.6% 10,441 $1.3M
Unigestion Holding SA 0.08% Add +146.5% 10,428 $1.3M
JSF Financial, LLC 0.34% Reduce -1.2% 10,395 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.70% Reduce -8.3% 10,391 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +57.4% 10,304 $1.3M
Invst, LLC 0.17% Reduce -2.4% 10,127 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +209.3% 10,109 $1.3M
Orion Portfolio Solutions, LLC 0.01% Add +209.3% 10,109 $1.3M
Park Avenue Securities LLC 0.02% Add +12.0% 9,996 $1.2M
Novem Group 0.17% Add +31.7% 9,949 $1.2M
Concurrent Investment Advisors, LLC 0.03% Add +8.1% 9,945 $1.2M
Manchester Capital Management LLC 0.15% Add +2.0% 9,942 $1.2M
Vinva Investment Management Ltd 0.05% Add +37.0% 10,055 $1.2M
Quantbot Technologies LP 0.04% Reduce -86.2% 9,850 $1.2M
Monte Financial Group, LLC 0.54% Add +1.7% 10,428 $1.2M
Compound Planning, Inc. 0.06% Add +18.3% 9,815 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -6.8% 9,807 $1.2M
Harmony Asset Management LLC 0.51% No change 9,739 $1.2M
Gilbert & Cook, Inc. 0.17% Add +2.0% 9,549 $1.2M
Glenview Trust Co 0.02% Reduce -2.2% 9,537 $1.2M
Occidental Asset Management, LLC 0.18% Add +20.2% 9,534 $1.2M
Resonant Capital Advisors, LLC 0.08% Add +0.6% 9,390 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +94.1% 9,318 $1.2M
Brighton Jones LLC 0.04% Reduce -7.9% 9,297 $1.2M
Qtron Investments LLC 0.17% Add +9.4% 9,184 $1.1M
EP Wealth Advisors, LLC 0.01% Reduce -2.9% 9,091 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% — 9,920 $1.1M
Harvest Fund Management Co., Ltd 0.06% Add +59.5% 8,995 $1.1M
RIA Advisory Group LLC 0.36% New 8,954 $1.1M
GAMMA Investing LLC 0.08% Add +13.1% 8,945 $1.1M
Commerce Bank 0.01% Reduce -6.4% 8,912 $1.1M
Bank Pictet & Cie (Europe) AG 0.03% No change 8,890 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -21.3% 8,766 $1.1M
Integrated Investment Consultants, LLC 0.22% Reduce -0.2% 8,748 $1.1M
Equitable Trust Co. 0.06% Reduce -27.5% 8,482 $1.1M
Portside Wealth Group, LLC 0.17% Add +4.8% 8,464 $1.1M
Vident Advisory, LLC 0.02% Add +93.0% 8,388 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +10.4% 8,284 $1.0M
Keyes, Stange & Wooten Wealth Management, LLC 0.58% Reduce -1.6% 8,273 $1.0M
S-Bank Fund Management Ltd 0.19% — 7,974 $992K
Centennial Bank 0.47% Reduce -1.6% 7,889 $981K
Brookstone Capital Management 0.01% Add +4.4% 7,883 $981K
Principal Securities, Inc. 0.02% No change 9,218 $940K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 7,548 $939K
Cannell & Spears LLC 0.02% Add +0.0% 7,525 $936K
Nomura Holdings Inc. 0.01% Reduce -61.5% 7,502 $933K
Hyperion Capital Advisors LP 0.51% No change 7,500 $933K
Private Advisor Group, LLC 0.01% Add +2.0% 7,424 $924K
Holland Advisory Services, Inc. 1.39% Add +0.1% 7,373 $917K
Capital International Sarl 0.02% New 7,330 $912K
Atlas Legacy Advisors, LLC 0.23% Reduce -22.0% 7,180 $893K
Callan Family Office, LLC 0.07% Reduce -31.0% 7,070 $880K
Arkadios Wealth Advisors 0.03% New 6,962 $866K
Kentucky Retirement Systems Insurance Trust Fund 0.06% New 6,944 $864K
Investment Management Corp of Ontario 0.02% New 6,880 $856K
Kestra Private Wealth Services, LLC 0.01% Add +6.0% 6,872 $855K
Ascentis Independent Advisors 0.17% Reduce -13.1% 6,844 $851K
Elevation Point Wealth Partners, LLC 0.07% Reduce -18.5% 6,844 $851K
Xcel Wealth Management, LLC 0.27% Add +8.8% 6,834 $850K
Fifth Third Bancorp 0.00% Add +7.1% 6,807 $847K
Board of the Pension Protection Fund 0.97% Add +580.0% 6,800 $846K
J.W. Cole Advisors, Inc. 0.03% Add +226.4% 6,793 $845K
Talon Private Wealth, LLC 0.11% No change 6,735 $838K
Financial Enhancement Group LLC 0.13% Add +5.6% 7,105 $835K
Kestra Advisory Services, LLC 0.00% Reduce -62.8% 6,705 $834K
Wealthspire Retirement, LLC 0.07% No change 6,680 $831K
Moors & Cabot, Inc. 0.04% Reduce -1.9% 6,676 $830K
Sound Financial Strategies Group, LLC 0.74% Reduce -26.7% 6,620 $824K
Great Valley Advisor Group, Inc. 0.02% Reduce -85.0% 6,598 $821K
Venturi Wealth Management, LLC 0.04% Add +1.2% 6,471 $805K
Lido Advisors, LLC 0.00% Add +36.4% 6,397 $796K
Baker Tilly Wealth Management, LLC 0.31% Add +3.0% 6,393 $795K
Cwm, LLC 0.00% Add +3.7% 6,342 $789K
AssuredPartners Investment Advisors, LLC 0.15% Reduce -3.7% 6,211 $773K
Sequoia Financial Advisors, LLC 0.01% Reduce -30.2% 6,202 $772K
VestGen Investment Management 0.58% Reduce -13.0% 6,163 $767K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -1.8% 6,122 $762K
Ascentis Wealth Management, LLC 0.24% Reduce -0.5% 6,070 $753K
Studio Investment Management LLC 0.15% Reduce -5.6% 6,012 $748K
Radnor Capital Management, LLC 0.12% Add +5.3% 5,990 $745K
Synovus Financial Corp. 0.01% Reduce -3.8% 5,980 $744K
Edgestream Partners, L.P. 0.02% Reduce -81.4% 5,893 $733K
Trust Point Inc. 0.07% Reduce -8.7% 5,892 $733K
Rwa Wealth Partners, LLC 0.01% Reduce -1.4% 5,888 $732K
Ascent Group, LLC 0.03% Add +85.5% 5,804 $722K
Claro Advisors Inc. 0.10% Reduce -18.9% 5,796 $721K
Capstone Investment Advisors, LLC 0.01% Reduce -2.2% 5,750 $715K
SevenBridge Financial Group, LLC 0.14% Reduce -0.9% 6,446 $714K
Sowell Financial Services LLC 0.03% New 5,716 $711K
Global X Japan Co., Ltd. 0.08% Add +15.6% 5,712 $711K
Siemens Fonds Invest GmbH 0.05% New 5,656 $704K
United Services Automobile Association 0.02% New 5,703 $701K
Jones Financial Companies LLLP 0.00% Add +42.1% 5,565 $684K
Mayflower Financial Advisors, LLC 0.10% Reduce -1.6% 5,437 $676K
Brighton Securities Corp. 0.33% Reduce -3.8% 5,430 $675K
Next Level Private LLC 0.25% No change 5,429 $675K
Advisor OS, LLC 0.08% Reduce -2.2% 5,378 $669K
MJP Associates Inc. 0.12% Add +0.9% 5,357 $666K
Legacy Capital Wealth Partners, LLC 0.16% Reduce -10.5% 5,339 $664K
Argonautica Private Wealth Management, Inc. 0.23% Reduce -1.2% 5,294 $659K
Teza Capital Management LLC 0.30% New 5,261 $654K
Howland Capital Management LLC 0.03% Add +0.8% 5,196 $646K
Silver Oak Securities, Incorporated 0.06% New 5,254 $646K
Unique Wealth, LLC 0.12% Add +47.2% 5,166 $643K
Kingsview Wealth Management, LLC 0.01% Reduce -1.4% 5,153 $641K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +4.4% 5,102 $635K
Jackson Creek Investment Advisors LLC 0.20% Reduce -9.5% 5,086 $633K
Brown Miller Wealth Management, LLC 0.22% New 5,071 $631K
GF Fund Management Co. LTD. 0.01% New 5,065 $630K
Jane Street Group, LLC 0.00% Add +37.3% 4,988 $621K
Massar Capital Management, LP 0.73% New 4,900 $610K
Fidelis Capital Partners, LLC 0.06% Reduce -2.7% 5,230 $599K
Fayez Sarofim & Co 0.00% New 4,790 $596K
Washington Trust Bank 0.06% Add +0.7% 4,783 $595K
Gen-Wealth Partners Inc 0.25% Reduce -15.6% 4,738 $589K
Forum Financial Management, LP 0.01% No change 4,714 $586K
Vontobel Holding Ltd. 0.00% Reduce -8.8% 4,663 $580K
Financial Advocates Investment Management 0.04% Add +3.0% 4,655 $579K
Balyasny Asset Management L.P. 0.00% Reduce -99.3% 4,595 $572K
Forum Private Client Group LLC 0.25% Reduce -0.9% 4,585 $570K
Ossiam 0.01% Reduce -35.5% 4,557 $567K
Journey Strategic Wealth LLC 0.02% Add +0.6% 4,513 $561K
Klingman & Associates, LLC 0.03% Add +0.6% 4,439 $552K
Moment Partners, LLC 0.11% Reduce -1.3% 4,424 $550K
Waverly Advisors, LLC 0.01% Add +84.2% 4,351 $541K
Pine Valley Investments Ltd Liability Co 0.03% No change 4,349 $541K
Apriem Advisors 0.06% No change 4,343 $540K
Gateway Investment Advisers LLC 0.01% Add +2.3% 4,312 $536K
Vestcor Inc 0.02% Add +0.3% 4,273 $532K
Axxcess Wealth Management, LLC 0.01% Add +103.6% 4,253 $529K
Daiichi Life Insurance Co., Ltd. 0.02% No change 4,250 $529K
Brown Advisory Inc. 0.00% Add +1.9% 4,243 $528K
ASR Vermogensbeheer N.V. 0.01% — 4,236 $527K
Revisor Wealth Management LLC 0.23% Add +70.6% 4,208 $523K
Mufg Securities Americas Inc. 0.06% Add +19.9% 4,201 $523K
Means Investment Co., Inc. 0.05% No change 4,151 $516K
Phillips Financial Management, LLC 0.04% Add +1.2% 4,111 $511K
Advisory Alpha, LLC 0.02% Add +37.8% 4,096 $510K
Sheaff Brock Investment Advisors, LLC 0.05% Add +0.5% 4,023 $500K
Somerset Trust Co 0.17% Reduce -0.8% 3,942 $490K
Argent Trust Co 0.02% Reduce -6.9% 3,940 $490K
Outlook Wealth Advisors, LLC 0.13% Add +0.4% 3,895 $485K
Mutual Advisors, LLC 0.01% Add +19.1% 4,190 $480K
Belpointe Asset Management LLC 0.02% Reduce -1.6% 3,853 $479K
River Wealth Advisors LLC 0.07% No change 3,814 $474K
Smith Shellnut Wilson LLC 0.21% No change 3,739 $465K
Alliance Wealth Advisors, LLC 0.12% Reduce -5.6% 3,724 $463K
HighPoint Advisor Group LLC 0.03% Reduce -7.8% 4,270 $461K
Legacy Wealth Asset Management, LLC 0.13% Reduce -6.6% 3,670 $457K
Sagespring Wealth Partners, LLC 0.01% New 3,653 $454K
Ballentine Partners, LLC 0.01% Add +4.6% 3,648 $454K
Private Trust Co. NA 0.05% Add +4.3% 3,595 $447K
Plato Investment Management Ltd 0.04% Reduce -40.5% 3,552 $447K
W.H. Cornerstone Investments Inc. 0.31% Add +0.1% 3,556 $442K
Frank, Rimerman Advisors LLC 0.04% Add +8.6% 3,546 $441K
United Capital Financial Advisors, LLC 0.00% Add +6.8% 3,498 $435K
Checchi Capital Advisers, LLC 0.03% Add +0.6% 3,467 $431K
Cadent Capital Advisors, LLC 0.16% Reduce -30.3% 3,432 $427K
Mediolanum International Funds Ltd 0.01% New 3,461 $425K
Horizon Investments, LLC 0.01% Add +5.2% 3,406 $423K
National Wealth Management Group, LLC 0.28% New 3,393 $422K
Profund Advisors LLC 0.02% Reduce -7.7% 3,389 $422K
Intrust Bank NA 0.04% Add +11.0% 3,372 $419K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -16.4% 3,369 $419K
Kathmere Capital Management, LLC 0.04% Add +26.4% 3,365 $419K
Meeder Advisory Services, Inc. 0.02% Add +4.2% 3,336 $415K
Stonebridge Capital Advisors LLC 0.03% Reduce -9.5% 3,330 $414K
CWA Asset Management Group, LLC 0.02% Add +13.4% 3,307 $411K
Ashton Thomas Private Wealth, LLC 0.02% Add +22.7% 3,305 $411K
Anchor Investment Management, LLC 0.04% No change 3,251 $404K
Mach-1 Financial Group, LLC 0.12% New 3,245 $404K
Graypoint LLC 0.02% Add +3.3% 3,208 $399K
Lazard Asset Management LLC 0.00% Add +58.6% 3,201 $397K
Centiva Capital, LP 0.02% Reduce -84.5% 3,171 $394K
Optimize Financial Inc. 0.15% Reduce -2.6% 3,137 $390K
Farther Finance Advisors, LLC 0.01% Add +8.4% 3,118 $387K
Burney Co./ 0.01% Add +17.1% 3,110 $387K
Hamilton Capital Partners Inc. 0.02% Reduce -5.8% 3,017 $375K
Somerville Kurt F 0.07% New 3,000 $373K
Kingswood Wealth Advisors, LLC 0.03% Reduce -0.4% 2,990 $372K
Florida Financial Advisors, LLC 0.14% New 2,933 $364K
Huntington National Bank 0.00% Reduce -25.5% 2,925 $364K
Operose Advisors LLC 0.12% No change 2,900 $361K
Wedmont Private Capital 0.02% Add +22.6% 3,034 $361K
Independent Financial Group, LLC 0.01% Reduce -2.1% 2,890 $360K
Mattern Wealth Management LLC 0.08% No change 2,878 $358K
Cynosure Group, LLC 0.05% Add +0.0% 2,867 $357K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -67.1% 2,829 $352K
NorthCoast Asset Management LLC 0.00% Reduce -4.3% 2,804 $349K
Apollon Wealth Management, LLC 0.01% Add +0.1% 2,768 $344K
CreativeOne Wealth, LLC 0.01% Reduce -0.2% 2,765 $344K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -91.9% 2,759 $343K
Evelyn Partners Investment Management Services Ltd 0.06% Add +1.4% 2,757 $343K
Natixis 0.00% Reduce -90.5% 2,762 $342K
Trust Asset Management LLC 0.03% Add +1.0% 2,729 $339K
V-Square Quantitative Management LLC 0.05% Reduce -7.7% 2,719 $338K
Ewa, LLC 0.13% Add +0.1% 2,710 $337K
Eventide Asset Management, LLC 0.01% New 2,731 $336K
Strategies Wealth Advisors, LLC 0.04% New 2,694 $335K
Net Worth Advisory Group 0.11% New 2,689 $334K
Snowden Capital Advisors LLC 0.01% Reduce -2.2% 2,674 $333K
George Kaiser Family Foundation 0.05% New 2,666 $332K
Prescott Group Capital Management, L.L.C. 0.05% New 2,666 $332K
Brightwater Advisory LLC 0.26% No change 2,662 $331K
Mather Group, Llc. 0.00% Add +8.6% 2,637 $328K
MBB Public Markets I LLC 0.04% New 2,634 $328K
Schonfeld Strategic Advisors LLC 0.00% New 2,627 $327K
Fieldview Capital Management, LLC 0.05% New 2,605 $324K
Clarius Group, LLC 0.02% New 2,587 $322K
Merit Financial Group, LLC 0.00% Add +29.7% 2,585 $322K
Wallace Advisory Group, LLC 0.22% Reduce -0.3% 3,140 $320K
Inspire Investing, LLC 0.04% Reduce -77.9% 2,570 $320K
Phillips Wealth Planners LLC 0.33% Add +3.4% 2,659 $316K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -38.9% 2,534 $315K
NorthRock Partners, LLC 0.01% Add +4.2% 2,530 $315K
Moneta Group Investment Advisors LLC 0.00% Reduce -20.8% 2,499 $311K
Cigna Investments Inc. 0.06% Reduce -2.0% 2,493 $310K
Burling Wealth Partners, LLC 0.06% No change 2,470 $307K
Callahan Advisors, LLC 0.03% No change 2,458 $306K
Longboard Asset Management, LP 0.89% No change 2,434 $303K
Group One Trading LLC 0.01% New 2,418 $301K
Parallel Advisors, LLC 0.01% Reduce -1.2% 2,405 $299K
Covenant Partners, LLC 0.10% No change 2,383 $296K
Tiemann Investment Advisors, LLC 0.13% No change 2,380 $296K
First Affirmative Financial Network 0.18% Reduce -13.1% 2,379 $296K
MSH Capital Advisors LLC 0.09% Reduce -6.6% 2,374 $295K
Tower Wealth Partners, Inc. 0.16% Add +19.8% 2,356 $293K
Boston Family Office LLC 0.02% New 2,350 $292K
Regions Financial Corp. 0.00% Reduce -2.6% 2,335 $290K
Tocqueville Asset Management L.P. 0.00% No change 2,327 $289K
Lanark Financial, Inc. 0.02% — 2,314 $287K
Moloney Securities Asset Management, LLC 0.04% No change 2,296 $286K
Trinity Financial Advisors LLC 0.10% No change 2,278 $283K
Copperwynd Financial, LLC 0.08% Reduce -13.9% 2,258 $281K
Fulton Bank, N.A. 0.01% Add +2.3% 2,234 $278K
Diversify Wealth Management, LLC 0.02% Reduce -8.7% 2,555 $276K
Capital A Wealth Management, LLC 0.29% Reduce -6.2% 2,218 $276K
Tradition Wealth Management, LLC 0.02% Add +0.1% 2,203 $274K
Kavar Capital Partners Group, LLC 0.05% No change 2,188 $272K
Banque Cantonale Vaudoise 0.01% — 2,180 $272K
Quadrant Capital Group LLC 0.01% Add +522.7% 2,167 $270K
Transcend Capital Advisors, LLC 0.02% Add +6.8% 2,164 $269K
Smithfield Trust Co 0.01% No change 2,161 $269K
Angeles Wealth Management, LLC 0.02% Add +2.4% 2,142 $266K
Wealthspire Advisors, LLC 0.00% Add +1.0% 2,114 $263K
Douglass Winthrop Advisors, LLC 0.01% No change 2,100 $261K
Ritholtz Wealth Management 0.01% New 2,052 $255K
Level Four Advisory Services, LLC 0.01% New 2,049 $255K
FourThought Financial Partners, LLC 0.03% Reduce -7.5% 2,018 $251K
Mechanics Bank Trust Department 0.03% No change 2,015 $251K
ICONIQ Capital, LLC 0.00% New 2,001 $249K
RBF Capital, LLC 0.02% No change 2,000 $249K
Wood Tarver Financial Group, LLC 0.08% No change 1,984 $247K
Hilltop Holdings Inc. 0.02% Reduce -16.7% 1,975 $246K
VestGen Advisors, LLC 0.01% — 1,967 $245K
Sprott Inc. 0.01% New 1,960 $244K
B. Riley Wealth Advisors, Inc. 0.01% New 1,957 $243K
Commerzbank Aktiengesellschaft 0.01% New 1,952 $243K
Quotient Wealth Partners, LLC 0.01% New 1,940 $241K
RFP Financial Group LLC 0.10% Reduce -2.3% 1,925 $240K
Impact Capital Partners LLC 0.09% New 1,910 $238K
Spirepoint Private Client, LLC 0.03% Reduce -13.8% 1,909 $237K
Fullcircle Wealth LLC 0.10% Add +10.7% 2,066 $237K
Fifth Third Wealth Advisors LLC 0.01% New 1,882 $234K
Berkshire Asset Management LLC 0.01% No change 2,095 $234K
Baron Wealth Management LLC 0.10% New 1,863 $232K
Cary Street Partners Investment Advisory LLC 0.13% Add +17.3% 1,863 $232K
Hutchens & Kramer Investment Management Group, LLC 0.13% New 1,862 $232K
ORG Partners LLC 0.06% Reduce -20.3% 1,863 $231K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -49.6% 1,849 $230K
IFC Advisors LLC 0.05% New 1,838 $229K
Howard Bailey Securities, LLC 0.08% New 1,829 $228K
MAI Capital Management 0.00% Add +39.1% 1,807 $225K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,801 $224K
Sfm, LLC 0.16% New 1,797 $224K
Western Wealth Management, LLC 0.01% New 1,794 $223K
CFS Investment Advisory Services, LLC 0.02% New 1,794 $223K
Portfolio Design Labs, LLC 0.05% New 1,788 $222K
Naples Global Advisors, LLC 0.02% New 1,763 $219K
Moss Adams Wealth Advisors LLC 0.02% New 1,753 $218K
Schechter Investment Advisors, LLC 0.02% Reduce -34.0% 1,747 $217K
Signaturefd, LLC 0.00% Reduce -4.0% 1,740 $216K
Virtus Advisers, LLC 0.14% Reduce -84.5% 1,724 $214K
Trust Investment Advisors 0.14% New 1,719 $214K
Atlatl Advisers LLC 0.14% Reduce -0.9% 1,701 $212K
Ipswich Investment Management Co., Inc. 0.05% New 1,690 $210K
Texas Yale Capital Corp. 0.01% New 1,690 $210K
Red Door Wealth Management, LLC 0.03% New 1,684 $209K
Legacy Wealth Management, LLC / MS 0.07% New 1,640 $204K
Quantum Portfolio Management LLC 0.10% New 1,637 $204K
Orrstown Financial Services Inc. 0.05% New 1,632 $203K
AMG National Trust Bank 0.01% New 1,626 $202K
Manchester Financial Inc. 0.05% New 1,625 $202K
Howe & Rusling Inc. 0.02% New 1,610 $200K
First Horizon Advisors, Inc. 0.01% Add +16.2% 1,535 $191K
eCIO, Inc. 0.07% — 1,478 $184K
Larson Financial Group LLC 0.01% Add +340.8% 1,415 $176K
Trust Co. of Vermont 0.01% No change 1,401 $174K
Promus Capital, LLC 0.12% No change 1,323 $165K
CoreCap Advisors, LLC 0.01% Reduce -85.3% 1,267 $158K
GeoWealth Management, LLC 0.01% Reduce -42.6% 1,206 $150K
State of Wyoming 0.02% Add +22.6% 1,182 $147K
Montag A & Associates Inc. 0.01% No change 1,177 $146K
Atticus Wealth Management, LLC 0.05% No change 1,170 $146K
Spire Wealth Management 0.00% Reduce -0.2% 1,141 $142K
Private Wealth Asset Management, LLC 0.02% — 1,134 $141K
Sound Income Strategies, LLC 0.01% Add +0.2% 1,101 $137K
Brooklyn Investment Group 0.03% Add +136.9% 1,052 $131K
CI Investments Inc. 0.00% Reduce -11.3% 1,001 $125K
Blue Trust, Inc. 0.00% Add +11.7% 1,002 $125K
Glen Eagle Advisors, LLC 0.02% No change 1,000 $124K
Curio Wealth, LLC 0.06% Reduce -99.9% 1 $122K
Park Place Capital Corp 0.03% No change 957 $119K
Covestor Ltd 0.08% Add +12.6% 937 $117K
Allworth Financial LP 0.00% Add +36.6% 960 $113K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +1.6% 864 $107K
Acropolis Investment Management, LLC 0.01% New 847 $105K
EverSource Wealth Advisors, LLC 0.01% Add +67.8% 822 $102K
Johnson Financial Group, Inc. 0.00% Add +190.0% 809 $101K
Orion Capital Management LLC 0.04% No change 807 $100K
Wilmington Savings Fund Society, FSB 0.00% Reduce -1.8% 777 $97K
Parkside Financial Bank & Trust 0.01% Reduce -0.4% 774 $96K
Quent Capital, LLC 0.01% Add +12.2% 771 $96K
Smartleaf Asset Management LLC 0.01% Reduce -7.8% 748 $92K
Versant Capital Management, Inc 0.02% Add +77.2% 732 $91K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.6% 714 $89K
Cromwell Holdings LLC 0.06% Add +2.0% 713 $89K
Wayfinding Financial, LLC 0.04% New 715 $88K
Caldwell Trust Co 0.01% No change 676 $84K
Smallwood Wealth Investment Management, LLC 0.05% New 668 $83K
Gables Capital Management Inc. 0.04% No change 668 $83K
Crews Bank & Trust 0.01% No change 655 $81K
Darwin Wealth Management, LLC 0.03% No change 769 $79K
Sentry Investment Management LLC 0.05% Reduce -23.0% 678 $76K
GPS Wealth Strategies Group, LLC 0.01% No change 589 $73K
Cary Street Partners Financial LLC 0.00% Add +9.2% 580 $72K
Cheviot Value Management, LLC 0.01% New 600 $66K
Continuum Advisory, LLC 0.01% Reduce -15.7% 527 $66K
Raiffeisen Bank International AG 0.00% New 533 $66K
Ogorek Anthony Joseph /NY/ 0.02% Add +1.8% 515 $64K
Asset Dedication, LLC 0.01% No change 506 $63K
Arax Advisory Partners 0.00% Reduce -73.9% 504 $63K
PSI Advisors, LLC 0.02% No change 498 $62K
Exchange Traded Concepts, LLC 0.00% Add +12.2% 487 $61K
Colonial Trust Co / SC 0.01% No change 466 $58K
SBI Securities Co., Ltd. 0.00% Add +26.8% 454 $56K
Hexagon Capital Partners LLC 0.01% Add +45.7% 453 $56K
Intelligent Financial Strategies 0.03% No change 445 $55K
Central Pacific Bank - Trust Division 0.01% Reduce -17.4% 442 $55K
First PREMIER Bank 0.01% No change 424 $53K
GW&K Investment Management, LLC 0.00% Add +104.4% 419 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 410 $51K
Beaird Harris Wealth Management, LLC 0.00% No change 399 $50K
TFC Financial Management, Inc. 0.01% No change 386 $48K
Garde Capital, Inc. 0.00% New 371 $46K
Alaska Permanent Fund Corp 0.00% No change 412 $46K
Zions Bancorporation, National Association 0.00% — 362 $45K
Lindbrook Capital, LLC 0.00% Reduce -0.9% 346 $43K
Hemington Wealth Management 0.01% Add +24.3% 343 $42K
Simplex Trading, LLC 0.00% New 333 $41K
Armstrong Advisory Group, Inc. 0.00% No change 400 $41K
TD Private Client Wealth LLC 0.00% Add +0.6% 313 $39K
Sunbelt Securities, Inc. 0.00% No change 300 $37K
SouthState Bank Corp 0.00% Add +188.6% 254 $32K
Optimum Investment Advisors 0.01% New 250 $31K
Kings Path Partners LLC 0.01% No change 231 $29K
Ancora Advisors LLC 0.00% No change 223 $28K
Capital Advisors, Ltd. LLC 0.00% Add +10.1% 218 $27K
Assetmark, Inc. 0.00% Add +19.4% 215 $27K
Bares Capital Management, Inc. 0.00% New 213 $26K
Marshall & Sterling Wealth Advisors Inc. 0.02% New 206 $26K
Piscataqua Savings Bank 0.02% No change 204 $25K
Key Financial Inc 0.01% No change 187 $23K
Eastern Bank 0.00% Add +20.4% 165 $21K
JFS Wealth Advisors, LLC 0.00% No change 154 $19K
Frazier Financial Advisors, LLC 0.01% No change 150 $19K
Truvestments Capital LLC 0.00% No change 149 $19K
Red Tortoise LLC 0.01% No change 147 $18K
Financial Network Wealth Advisors LLC 0.02% Add +668.4% 146 $18K
Optiver Holding B.V. 0.00% Add +25.7% 142 $18K
Rothschild Investment LLC 0.00% Reduce -1.4% 141 $18K
SRH Advisors, LLC 0.01% No change 136 $17K
Rise Advisors, LLC 0.01% Reduce -18.9% 129 $16K
Accredited Wealth Management, LLC 0.01% New 124 $15K
City Holding Co. 0.00% New 122 $15K
Itau Unibanco Holding S.A. 0.00% Reduce -9.6% 122 $15K
NewSquare Capital LLC 0.00% Add +5700.0% 116 $14K
Farmers & Merchants Investments Inc. 0.00% No change 115 $14K
Creative Financial Designs Inc. 0.00% Add +500.0% 114 $14K
Whipplewood Advisors, LLC 0.01% Add +82.2% 195 $13K
Millstone Evans Group, LLC 0.01% Add +155.0% 102 $13K
HHM Wealth Advisors, LLC 0.00% Reduce -3.9% 100 $12K
Saudi Central Bank 0.06% New 96 $12K
Duncker Streett & Co. Inc. 0.00% No change 93 $12K
Harbour Investments, Inc. 0.00% Add +3.4% 92 $11K
Sierra Ocean, LLC 0.01% No change 90 $11K
Greykasell Wealth Strategies, Inc. 0.01% New 88 $11K
Private Wealth Management Group, LLC 0.00% No change 85 $11K
Carolina Wealth Advisors, LLC 0.01% No change 84 $10K
Park Square Financial Group, LLC 0.01% New 72 $9K
Copia Wealth Management 0.01% No change 70 $9K
Hughes Financial Services, LLC 0.00% New 70 $9K
Transce3nd, LLC 0.00% Add +46.8% 69 $9K
St Germain D J Co. Inc. 0.00% Reduce -74.9% 67 $8K
Rakuten Securities, Inc. 0.00% Add +2033.3% 64 $8K
Leonteq Securities AG 0.00% Reduce -57.5% 59 $7K
Fortitude Family Office, LLC 0.00% No change 57 $7K
MV Capital Management, Inc. 0.00% No change 57 $7K
CENTRAL TRUST Co 0.00% No change 57 $7K
City State Bank 0.00% No change 54 $7K
CVA Family Office, LLC 0.00% Add +766.7% 52 $6K
Bellevue Asset Management, LLC 0.00% No change 49 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 48 $6K
Activest Wealth Management 0.00% Add +4700.0% 48 $6K
AdvisorNet Financial, Inc 0.00% Add +571.4% 47 $6K
Prestige Wealth Management Group LLC 0.00% No change 46 $6K
JDM Financial Group LLC 0.00% No change 45 $6K
West Paces Advisors Inc. 0.00% No change 44 $5K
First Pacific Financial 0.00% No change 44 $5K
Salomon & Ludwin, LLC 0.00% No change 41 $5K
Roble, Belko & Company, Inc 0.00% New 42 $5K
Abound Wealth Management 0.00% No change 39 $5K
Sachetta, LLC 0.00% No change 38 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 38 $5K
Sandy Spring Bank 0.00% New 38 $5K
Geneos Wealth Management Inc. 0.00% New 36 $4K
Financial Management Professionals, Inc. 0.00% Add +150.0% 35 $4K
Tortoise Investment Management, LLC 0.00% No change 33 $4K
Avion Wealth 0.00% No change 45 $4K
SJS Investment Consulting Inc. 0.00% No change 31 $4K
Raffa Wealth Management, LLC 0.00% No change 31 $4K
Cornerstone Planning Group LLC 0.00% Add +57.9% 30 $4K
Bruce G. Allen Investments, LLC 0.00% No change 27 $3K
Global Financial Private Client, LLC 0.00% Add +225.0% 26 $3K
Sittner & Nelson, LLC 0.00% No change 25 $3K
Trifecta Capital Advisors, LLC 0.00% No change 24 $3K
LRI Investments, LLC 0.00% No change 23 $3K
First Command Advisory Services, Inc. 0.00% New 23 $3K
Bell Investment Advisors, Inc 0.00% No change 20 $2K
First United Bank & Trust 0.00% New 19 $2K
Dunhill Financial, LLC 0.00% Reduce -39.3% 17 $2K
Crowley Wealth Management, Inc. 0.00% No change 17 $2K
Dogwood Wealth Management LLC 0.00% New 16 $2K
Logan Capital Management Inc. 0.00% Add +6.7% 16 $2K
True Wealth Design, LLC 0.00% New 15 $2K
DT Investment Partners, LLC 0.00% No change 15 $2K
Greenline Partners, LLC 0.00% New 14 $2K
Clark Wealth Partners 0.00% No change 13 $2K
Horizon Financial Services, LLC 0.00% New 12 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 11 $1K
Wolff Wiese Magana LLC 0.00% No change 10 $1K
Valley National Advisers Inc. 0.00% New 15 $1K
WealthTrak Capital Management LLC 0.00% New 8 $996
Bare Financial Services, Inc 0.00% New 8 $995
Highline Wealth Partners LLC 0.00% New 8 $995
Principia Wealth Advisory, LLC 0.00% Add +60.0% 8 $933
Winnacle Wealth LLC 0.00% Add +60.0% 8 $879
WestEnd Advisors, LLC 0.00% Add +250.0% 7 $871
Bay Harbor Wealth Management, LLC 0.00% New 7 $870
Clearstead Advisors, LLC 0.00% New 6 $747
Parkworth Wealth Management, Inc. 0.00% No change 6 $746
Nvwm, LLC 0.00% New 5 $622
Carolinas Wealth Consulting LLC 0.00% No change 5 $622
Rialto Wealth Management, LLC 0.00% New 4 $498
HFM Investment Advisors, LLC 0.00% — 4 $498
CBIZ Investment Advisory Services, LLC 0.00% New 4 $498
GoalVest Advisory LLC 0.00% New 3 $373
American Capital Advisory, LLC 0.00% New 2 $249
Bartlett & Co. Wealth Management LLC 0.00% New 2 $249
Summit Securities Group LLC 0.00% New 1 $124
Y.D. More Investments Ltd 0.00% Add +13.9% 335 $112

"% of holder's portfolio" is BRO's weight in each manager's 13F, not the share of Brown & Brown Inc. the manager owns.