Brown & BrownBRO

13F holders, Q2 2025 (June 30)
930holders +20
118new positions
99sold out
9famous investors
$110.79avg. 13F price*

At the end of Q2 2025, 930 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, up 20 from Q1 2025. 118 opened new positions and 99 sold out. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock, Inc. ($2.3B) and Principal Financial Group Inc. ($1.5B). 9 famous investors held it, including George Soros (3.0% of Soros Fund Management's portfolio), Francois Rochon (1.2% of Giverny Capital's portfolio) and Ken Griffin (0.5% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions118$1.7B
Exits99$369.1M

All 13F filers, Q1 2025 → Q2 2025: 61,445,951 shares bought and 14,221,132 shares sold, net +47,224,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 930 holders

Vanguard Group Inc. 0.06% Add +16.8% 35,625,322 $3.9B
BlackRock, Inc. 0.04% Add +11.6% 20,516,565 $2.3B
Principal Financial Group Inc. 0.80% Add +5.1% 13,594,961 $1.5B
State Street Corp. 0.05% Add +11.3% 12,460,821 $1.4B
Capital World Investors 0.16% Add +16.8% 9,651,397 $1.1B
FMR LLC 0.05% Add +1479.7% 8,439,534 $935.7M
Geode Capital Management, LLC 0.06% Add +16.6% 7,369,576 $813.6M
Parnassus Investments, LLC 1.79% Reduce -2.9% 7,017,120 $778.0M
Select Equity Group, L.P. 2.71% Reduce -8.4% 5,745,705 $637.0M
Morgan Stanley 0.04% Reduce -22.7% 5,721,498 $634.3M
Citadel Advisors 0.51% Add +40523.9% 5,267,297 $584.0M
Balyasny Asset Management L.P. 1.14% Add +96891.3% 4,456,748 $494.1M
Invesco Ltd. 0.08% Add +1.1% 4,166,370 $461.9M
Norges Bank 0.05% Add +26.4% 3,912,149 $433.7M
Allspring Global Investments Holdings, LLC 0.62% Reduce -8.0% 3,411,227 $371.6M
Royal Bank of Canada 0.07% Add +4.3% 3,195,523 $354.3M
Wells Fargo & Company 0.08% Reduce -3.3% 3,143,994 $348.6M
Barclays PLC 0.13% Add +25.1% 2,981,838 $330.6M
Bank of America Corp. 0.02% Add +16.8% 2,703,009 $299.7M
Northern Trust Corp. 0.04% Add +7.0% 2,518,757 $279.3M
Caisse de depot et placement du Quebec 0.58% Add +6673.0% 2,438,354 $270.3M
Manufacturers Life Insurance Company, The 0.23% Reduce -1.5% 2,344,254 $259.9M
Fenimore Asset Management Inc 4.74% Reduce -0.2% 2,140,192 $237.3M
Goldman Sachs Group Inc. 0.04% Add +6.3% 2,132,117 $236.4M
Ghisallo Capital Management LLC 6.22% New 2,100,000 $232.8M
Madison Asset Management, LLC 2.45% Reduce -0.9% 2,042,286 $226.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +20.8% 1,915,992 $212.4M
Healthcare of Ontario Pension Plan Trust Fund 0.39% Add +61270.8% 1,736,179 $192.5M
Deutsche Bank AG 0.07% Add +59.0% 1,634,964 $181.3M
Charles Schwab Investment Management Inc. 0.03% Add +17.9% 1,621,421 $179.8M
Dimensional Fund Advisors LP 0.04% Add +1.1% 1,552,011 $172.1M
Boston Partners 0.19% New 1,544,503 $171.2M
Chilton Investment Co. Inc. 3.69% Add +38.1% 1,500,600 $166.4M
Royal London Asset Management Ltd. 0.37% Reduce -16.5% 1,444,467 $160.1M
CIBC Private Wealth Group LLC 0.28% Add +1.1% 1,421,189 $157.6M
ProShare Advisors LLC 0.31% Reduce -15.7% 1,405,977 $155.9M
Bank of New York Mellon Corp 0.03% Add +3.1% 1,368,855 $151.8M
Handelsbanken Fonder AB 0.50% Reduce -4.1% 1,260,034 $139.7M
Kayne Anderson Rudnick Investment Management LLC 0.33% Reduce -23.8% 1,234,443 $136.9M
Freestone Grove Partners LP 0.96% New 1,144,514 $126.9M
Raymond James Financial Inc. 0.04% Reduce -2.9% 1,135,901 $125.9M
Natixis Advisors, LLC 0.20% Add +18.0% 1,130,631 $125.4M
Legal & General Group Plc 0.03% Reduce -0.4% 1,117,213 $123.9M
Woodline Partners LP 0.63% New 1,079,076 $119.6M
Gobi Capital LLC 5.80% Reduce -0.9% 1,056,704 $117.2M
Soros Fund Management 2.96% New 1,000,000 $110.9M
Jain Global LLC 1.81% New 997,801 $110.6M
Assenagon Asset Management S.A. 0.17% Add +51.5% 952,423 $105.6M
Two Sigma Investments, LP 0.20% New 945,650 $104.8M
California Public Employees Retirement System 0.07% Reduce -13.7% 924,422 $102.5M
Millennium Management 0.09% Add +42.2% 924,182 $102.5M
UBS Group AG 0.02% Reduce -28.3% 892,199 $98.9M
Swiss National Bank 0.06% Add +29.5% 887,700 $98.4M
Macquarie Group Ltd. 0.12% Add +12.6% 860,755 $95.4M
Congress Asset Management Co. 0.64% Reduce -24.3% 840,488 $93.2M
Tandem Investment Advisors, Inc. 3.17% Add +6.7% 816,177 $90.5M
Amundi 0.03% Add +164.5% 832,677 $89.8M
Renaissance Technologies 0.12% Add +364.2% 803,112 $89.0M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +30.6% 760,893 $84.4M
Seven Grand Managers, LLC 9.97% New 750,000 $83.2M
Burkehill Global Management, LP 6.14% New 750,000 $83.2M
Clarkston Capital Partners, LLC 1.76% Reduce -21.5% 745,985 $82.7M
Envestnet Asset Management Inc. 0.02% Reduce -7.5% 741,295 $82.2M
JPMorgan Chase & Co. 0.01% Reduce -10.6% 714,668 $79.2M
T. Rowe Price Associates Inc. 0.01% Add +4.5% 706,967 $78.4M
Nuveen, LLC 0.02% Add +20.4% 705,582 $78.2M
Prana Capital Management, LP 2.81% New 700,592 $77.7M
Adage Capital Partners Gp, L.L.C. 0.13% New 676,700 $75.0M
First Trust Advisors LP 0.06% Reduce -1.8% 644,202 $71.4M
Sei Investments Co. 0.08% Add +4.7% 631,809 $70.0M
Brown Brothers Harriman & Co. 0.45% Reduce -1.6% 630,158 $69.9M
Holocene Advisors, LP 0.17% New 606,427 $67.2M
Rathbones Group PLC 0.28% Add +45.0% 589,460 $65.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +24.6% 586,834 $65.1M
D. E. Shaw & Co. 0.07% Add +439.2% 583,720 $64.7M
Snyder Capital Management L P 1.35% Add +3.9% 572,783 $63.5M
BNP Paribas Financial Markets 0.05% Add +77.3% 561,041 $62.2M
HSBC Holdings PLC 0.04% Add +13.0% 553,932 $61.3M
Polar Capital Holdings Plc 0.32% Add +27.1% 540,000 $59.9M
Squarepoint Ops LLC 0.13% Add +572.9% 539,363 $59.8M
Rhumbline Advisers 0.05% Add +3.3% 530,691 $58.8M
Schwartz Investment Counsel Inc. 1.90% No change 519,150 $57.6M
Bank of Montreal 0.03% Reduce -3.1% 515,601 $57.2M
Nordea Investment Management AB 0.05% Reduce -19.5% 514,958 $56.4M
Dundas Partners LLP 3.88% No change 503,111 $55.8M
Captrust Financial Advisors 0.12% Reduce -23.3% 498,559 $55.3M
Verition Fund Management LLC 0.32% Add +794.3% 487,054 $54.0M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -8.4% 486,470 $53.9M
Vest Financial, LLC 0.72% Reduce -13.5% 461,439 $51.2M
Gillson Capital LP 3.87% New 456,930 $50.7M
Robeco Institutional Asset Management B.V. 0.08% Add +91.9% 451,153 $50.0M
TimesSquare Capital Management, LLC 0.72% Add +25.2% 449,542 $49.8M
Abn Amro Investment Solutions 0.99% Reduce -5.5% 447,209 $49.6M
EULAV Asset Management 1.16% No change 444,900 $49.3M
Citigroup Inc. 0.03% Add +46.1% 408,784 $45.3M
Nomura Asset Management Co. Ltd. 0.12% Reduce -5.8% 402,636 $44.6M
Cookson Peirce & Co. Inc. 1.91% Reduce -2.1% 391,711 $43.4M
Stifel Financial Corp. 0.04% Add +8.7% 388,660 $43.1M
Storebrand Asset Management As 0.12% Reduce -49.4% 373,205 $41.4M
California State Teachers Retirement System 0.05% Add +8.6% 373,135 $41.4M
APG Asset Management N.V. 0.12% Add +29.2% 420,627 $39.7M
Pictet Asset Management Holding SA 0.04% Add +4.1% 357,313 $39.6M
Blackstone Inc. 0.17% New 350,000 $38.8M
National Pension Service 0.03% Add +0.8% 344,237 $38.2M
Corient Private Wealth LP 0.05% Reduce -19.0% 343,415 $38.1M
Port Capital LLC 1.61% Add +8.3% 342,180 $37.9M
Osterweis Capital Management Inc. 2.27% Add +9.7% 330,223 $36.6M
Schonfeld Strategic Advisors LLC 0.27% Add +12361.9% 327,375 $36.3M
Giverny Capital 1.22% Add +9.2% 321,637 $35.7M
Ferguson Wellman Capital Management, Inc. 0.62% Add +2.5% 319,831 $35.5M
Cresset Asset Management, LLC 0.17% Reduce -1.3% 307,951 $34.1M
Ameriprise Financial Inc. 0.01% Reduce -45.9% 303,061 $33.6M
Confluence Investment Management LLC 0.47% Reduce -39.3% 299,805 $33.2M
Jefferies Financial Group Inc. 0.57% Add +1120.7% 298,641 $33.1M
Vancity Investment Management Ltd 4.09% Reduce -1.9% 292,138 $32.4M
Allianz Asset Management GmbH 0.04% Add +1.9% 291,886 $32.4M
Prospector Partners LLC 3.66% Reduce -0.6% 281,877 $31.3M
FIL Ltd 0.03% Reduce -55.1% 277,849 $30.8M
LPL Financial LLC 0.01% Reduce -2.1% 275,626 $30.6M
Renaissance Group LLC 1.19% Reduce -14.4% 274,557 $30.4M
PhiloSmith Capital Corp 8.40% No change 272,450 $30.2M
Danske Bank A/S 0.07% Reduce -24.5% 270,231 $30.0M
Truist Financial Corp. 0.04% Reduce -5.0% 266,206 $29.5M
Alliancebernstein L.P. 0.01% Add +6.1% 262,450 $29.1M
Local Pensions Partnership Investment Ltd 0.54% Reduce -7.8% 262,000 $29.0M
State Board of Administration of Florida Retirement System 0.05% Add +1.2% 261,767 $29.0M
DekaBank Deutsche Girozentrale 0.05% Add +3.4% 260,347 $28.6M
Public Employees Retirement Association of Colorado 0.11% No change 254,091 $28.2M
Element Capital Management LLC 67.74% New 250,000 $27.7M
Gotham Asset Management 0.16% Add +15.4% 248,076 $27.5M
Fortress Investment Group LLC 3.84% New 240,000 $26.6M
Candriam S.C.A. 0.15% Reduce -15.6% 230,393 $25.5M
Motley Fool Wealth Management, LLC 1.52% Reduce -10.5% 226,913 $25.2M
TD Asset Management Inc 0.02% Reduce -7.7% 225,098 $25.0M
Longaeva Partners L.P. 6.11% New 225,000 $24.9M
Moore Capital Management, LP 0.53% New 223,360 $24.8M
Tidal Investments LLC 0.16% Add +786.1% 216,647 $24.0M
Federated Hermes, Inc. 0.04% Add +1413.8% 213,101 $23.6M
New York State Teachers Retirement System 0.05% Add +1.1% 210,275 $23.3M
Intech Investment Management LLC 0.21% Reduce -28.7% 204,705 $22.7M
Centiva Capital, LP 1.49% Add +6304.1% 203,074 $22.5M
Summit Wealth Partners, LLC 4.26% No change 201,700 $22.4M
National Bank of Canada 0.02% Add +3.0% 199,724 $22.1M
Prudential Financial Inc. 0.03% Add +57.1% 193,845 $21.5M
Two Sigma Advisers, LP 0.04% New 193,291 $21.4M
Aware Super Pty Ltd as trustee of Aware Super 0.30% Add +21.6% 182,669 $20.3M
Baird Financial Group, Inc. 0.03% Add +2.0% 178,800 $19.8M
Whittier Trust Co. 0.24% Add +2.3% 177,491 $19.7M
State of Wisconsin Investment Board 0.05% Add +13.0% 177,436 $19.7M
CANADA LIFE ASSURANCE Co 0.03% Reduce -6.0% 169,865 $18.9M
Aberdeen Group plc 0.03% Add +3.4% 169,556 $18.8M
Victory Capital Management Inc. 0.01% Reduce -47.8% 169,139 $18.8M
Commonwealth Equity Services, LLC 0.02% Reduce -2.1% 168,208 $18.6M
Ensign Peak Advisors, Inc 0.03% Add +17.2% 164,209 $18.2M
Korea Investment CORP 0.04% Add +41.8% 163,438 $18.1M
Sculptor Capital LP 0.46% New 159,000 $17.6M
Bar Harbor Wealth Management 1.13% Reduce -1.1% 158,761 $17.6M
Aviva PLC 0.04% Add +163.9% 158,370 $17.6M
Sanctuary Advisors, LLC 0.11% Reduce -2.2% 156,918 $17.4M
Russell Investments Group, Ltd. 0.02% Reduce -28.5% 154,842 $17.2M
Running Oak Capital LLC 1.87% Add +8.2% 152,040 $16.9M
Voya Investment Management LLC 0.02% Reduce -27.5% 148,144 $16.4M
Chevy Chase Trust Holdings, LLC 0.05% Add +18.9% 147,924 $16.4M
Toronto Dominion Bank 0.04% Add +53.7% 145,826 $16.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +3.1% 137,270 $15.2M
Sterling Capital Management LLC 0.21% Reduce -22.6% 134,888 $15.0M
1832 Asset Management L.P. 0.03% Reduce -7.1% 132,634 $14.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +33.8% 130,643 $14.5M
TrinityBridge Ltd 0.42% Reduce -89.7% 129,811 $14.4M
New York State Common Retirement Fund 0.02% Add +12.8% 129,125 $14.3M
Treasurer of the State of North Carolina 0.05% Add +17.8% 128,735 $14.3M
Resona Asset Management Co.,Ltd. 0.07% Add +18.9% 127,797 $14.1M
Wellington Management Group LLP 0.00% Add +16.5% 122,140 $13.5M
Janney Montgomery Scott LLC 0.04% Reduce -54.4% 120,869 $13.4M
Franklin Resources Inc. 0.00% Add +1.3% 120,565 $13.4M
Mattern Capital Management, LLC 1.59% Add +0.5% 119,198 $13.2M
UMB Bank, n.a. 0.20% Reduce -0.1% 117,815 $13.1M
Lighthouse Investment Partners, LLC 0.55% New 114,028 $12.6M
Segall Bryant & Hamill, LLC 0.18% Reduce -4.0% 113,762 $12.6M
Vaughan David Investments LLC 0.28% No change 113,372 $12.6M
Moran Wealth Management, LLC 0.39% Add +1.6% 113,137 $12.5M
CW Advisors, LLC 0.12% Reduce -10.7% 112,312 $12.2M
Lountzis Asset Management, LLC 4.24% Reduce -0.3% 108,718 $12.1M
Quantinno Capital Management LP 0.05% Add +16.5% 108,626 $12.0M
Yousif Capital Management, LLC 0.13% Reduce -6.1% 107,758 $11.9M
Asset Management One Co., Ltd. 0.04% Add +5.6% 107,126 $11.9M
Kennedy Capital Management LLC 0.28% Reduce -4.3% 106,975 $11.9M
Guggenheim Capital LLC 0.10% Reduce -16.2% 106,187 $11.8M
Susquehanna International Group, LLP 0.02% Add +164.2% 104,814 $11.6M
Visualize Group LP 3.75% Reduce -75.5% 75,100 $11.2M
KLP Kapitalforvaltning As 0.05% Add +22.2% 101,200 $11.2M
WealthPlan Investment Management, LLC 0.81% Add +8.5% 100,908 $11.2M
Cinctive Capital Management LP 0.62% New 99,886 $11.1M
Pictet North America Advisors SA 1.11% Reduce -0.7% 99,377 $11.0M
CIBC Asset Management Inc 0.03% Add +48.5% 98,968 $11.0M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +88.3% 98,935 $11.0M
OMERS ADMINISTRATION Corp 0.09% Reduce -29.5% 98,571 $10.9M
Natixis 0.05% Add +3466.2% 98,499 $10.9M
Quantum Capital Management, LLC / NJ 1.17% Reduce -10.6% 97,277 $10.8M
Shell Asset Management Co. 0.37% Reduce -1.3% 96,166 $10.7M
Speece Thorson Capital Group Inc. 2.16% Add +1.9% 95,854 $10.6M
Andra AP-fonden 0.15% Add +320.1% 95,804 $10.6M
Spring Capital Management, LLC 5.60% Reduce -0.5% 95,745 $10.6M
Rafferty Asset Management, LLC 0.03% Add +19.7% 93,133 $10.3M
Cooper Investors PTY Ltd. 1.87% Reduce -11.5% 92,540 $10.3M
Hantz Financial Services, Inc. 0.16% Reduce -12.1% 91,396 $10.1M
First Merchants Corp. 0.39% Reduce -0.9% 91,055 $10.1M
Mn Services Vermogensbeheer B.V. 0.07% Add +3.9% 91,000 $10.1M
Bank of Nova Scotia 0.02% Add +226.1% 90,257 $10.0M
Public Employees Retirement System of Ohio 0.03% Reduce -35.7% 89,972 $10.0M
US Bancorp \de 0.01% Reduce -3.3% 89,969 $10.0M
Heron Bay Capital Management 1.96% Reduce -8.2% 89,889 $10.0M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Add +15.2% 88,568 $9.8M
Whittier Trust Co. of Nevada Inc. 0.22% Add +3.2% 88,246 $9.8M
Marks Group Wealth Management, Inc 0.91% Add +0.9% 87,901 $9.7M
Man Group plc 0.02% Reduce -32.0% 86,048 $9.5M
Motley Fool Asset Management LLC 0.44% Reduce -2.1% 85,864 $9.5M
Arizona State Retirement System 0.05% Add +21.9% 85,664 $9.5M
State of Tennessee, Department of Treasury 0.03% Reduce -17.0% 80,534 $8.9M
State of New Jersey Common Pension Fund D 0.03% Add +2.1% 79,709 $8.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% Reduce -13.9% 79,697 $8.8M
Janus Henderson Group PLC 0.00% Add +166.7% 78,654 $8.7M
State of Michigan Retirement System 0.04% Add +18.3% 76,151 $8.4M
Comerica Bank 0.03% Reduce -7.6% 75,164 $8.3M
BCM Advisors, LLC 1.73% No change 88,250 $8.1M
Teacher Retirement System of Texas 0.03% Add +33.3% 73,087 $8.1M
HWG Holdings LP 2.37% Add +3.6% 73,024 $8.1M
MetLife Investment Management, LLC 0.05% Add +9.7% 72,661 $8.1M
Forte Capital LLC 0.84% Add +1.2% 70,802 $7.8M
Creative Planning 0.01% Add +5.1% 70,198 $7.8M
Nisa Investment Advisors, LLC 0.03% Add +0.7% 69,590 $7.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +26.6% 68,738 $7.6M
Czech National Bank 0.06% Add +25.7% 68,508 $7.6M
Ibex Wealth Advisors 0.80% Reduce -1.0% 67,426 $7.5M
AQR Capital Management 0.01% Add +102.4% 67,695 $7.5M
Boston Trust Walden Corp 0.05% Reduce -1.2% 66,942 $7.4M
Osaic Holdings, Inc. 0.01% Add +2.7% 65,588 $7.3M
Los Angeles Capital Management LLC 0.03% Reduce -73.5% 62,762 $7.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +24.5% 61,520 $6.8M
AMF Tjanstepension AB 0.05% New 61,316 $6.8M
Retirement Systems of Alabama 0.02% Add +19.6% 60,975 $6.8M
Benjamin Edwards Inc. 0.08% Reduce -31.1% 59,950 $6.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +107.3% 59,350 $6.5M
NewEdge Advisors, LLC 0.03% Add +204.0% 57,665 $6.4M
Public Sector Pension Investment Board 0.03% Reduce -9.1% 57,657 $6.4M
Leavell Investment Management, Inc. 0.29% Reduce -1.1% 57,494 $6.4M
DNB Asset Management AS 0.03% Add +25.6% 57,227 $6.3M
Stonebridge Financial Group, LLC 0.60% Reduce -1.2% 55,577 $6.2M
Wilson Asset Management (international) PTY Ltd. 1.48% Reduce -62.0% 54,440 $6.0M
Worldquant Millennium Advisors LLC 0.03% Reduce -89.9% 54,092 $6.0M
Arrowstreet Capital, Limited Partnership 0.00% Add +1824.7% 53,103 $5.9M
O'shaughnessy Asset Management, LLC 0.04% Add +3.4% 52,985 $5.9M
IFM Investors Pty Ltd 0.06% Add +17.3% 52,258 $5.8M
Interval Partners, LP 0.13% New 51,763 $5.7M
Mariner, LLC 0.01% Reduce -15.0% 51,578 $5.7M
Park National Corp. 0.19% Reduce -0.1% 51,575 $5.7M
Xponance LLC 0.05% Add +14.9% 50,763 $5.6M
&partners 0.04% Add +23.4% 50,765 $5.6M
Amalgamated Bank 0.04% Reduce -3.4% 50,461 $5.6M
Mogy Joel R Investment Counsel Inc. 0.32% Add +13.1% 50,416 $5.6M
Jones Financial Companies LLLP 0.00% Add +809.6% 50,618 $5.5M
Copeland Capital Management, LLC 0.11% New 49,473 $5.5M
PNC Financial Services Group, Inc. 0.00% Add +3.4% 46,376 $5.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -0.8% 46,119 $5.1M
Forsta Ap-Fonden 0.03% Add +5.8% 45,800 $5.1M
Tower Bridge Advisors 0.55% Add +11.7% 45,693 $5.1M
Lombard Odier Asset Management (USA) Corp 1.57% Add +242.9% 45,528 $5.0M
Thrivent Financial for Lutherans 0.01% Reduce -49.0% 45,219 $5.0M
iSAM Funds (UK) Ltd 1.09% New 44,775 $5.0M
Neuberger Berman Group LLC 0.00% Reduce -84.6% 44,485 $4.9M
WCM Investment Management, LLC 0.01% Reduce -2.0% 44,576 $4.9M
ExodusPoint Capital Management, LP 0.06% New 43,786 $4.9M
First National Bank of Omaha 0.31% Reduce -3.8% 43,675 $4.8M
Mutual of America Capital Management LLC 0.05% Add +12.0% 42,192 $4.7M
Cerity Partners LLC 0.01% Reduce -14.6% 42,097 $4.7M
Kelleher Financial Advisors 1.62% No change 42,048 $4.7M
Police & Firemen's Retirement System of New Jersey 0.04% Add +19.0% 41,795 $4.6M
KBC Group NV 0.01% Add +20.5% 41,584 $4.6M
Utah Retirement Systems 0.05% Add +4.6% 41,204 $4.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.58% Add +12.0% 40,678 $4.5M
Capital Fund Management S.A. 0.05% New 40,621 $4.5M
Zimmer Partners, LP 0.10% New 40,385 $4.5M
Silphium Asset Management Ltd 1.59% Reduce -17.6% 40,223 $4.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -18.8% 39,886 $4.4M
Cetera Investment Advisers 0.01% Reduce -10.2% 39,391 $4.4M
Dorsey Wright & Associates 1.03% Add +4.8% 39,113 $4.3M
HighTower Advisors, LLC 0.01% Reduce -2.7% 39,073 $4.3M
Fuller & Thaler Asset Management, Inc. 0.02% Add +40.3% 37,958 $4.2M
Atria Investments, Inc 0.05% Add +0.1% 37,679 $4.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -7.2% 37,135 $4.1M
Laurion Capital Management LP 0.49% New 36,654 $4.1M
Daiwa Securities Group Inc. 0.01% Add +6.2% 36,159 $4.0M
DAVENPORT & Co LLC 0.02% Reduce -19.9% 36,097 $4.0M
FJ Capital Management LLC 0.42% New 35,958 $4.0M
Catalyst Capital Advisors LLC 0.08% Reduce -4.3% 35,893 $4.0M
Quantbot Technologies LP 0.10% Add +263.8% 35,837 $4.0M
Integrity Financial Corp 2.02% Add +0.0% 35,775 $4.0M
Cibc World Markets Corp. 0.03% Add +23.8% 35,771 $4.0M
WealthPLAN Partners, LLC 0.64% Reduce -29.7% 35,691 $4.0M
First National Advisers, LLC 0.57% Reduce -0.1% 35,241 $3.9M
Threadgill Financial, LLC 2.08% Add +1.4% 35,051 $3.9M
Southeast Asset Advisors, LLC 0.45% Reduce -0.5% 34,112 $3.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +2.8% 33,922 $3.8M
Summit Financial, LLC 0.08% Reduce -4.5% 33,830 $3.8M
Legacy Financial Strategies, LLC 0.74% Reduce -5.6% 33,810 $3.7M
Pacer Advisors, Inc. 0.01% Add +24.2% 33,327 $3.7M
Independent Advisor Alliance 0.11% Reduce -1.4% 33,294 $3.7M
CHB Investment Group, LLC 1.86% Add +11.8% 32,818 $3.6M
Lynwood Price Capital Management LP 1.81% New 32,800 $3.6M
AXA S.A. 0.01% Add +0.7% 32,679 $3.6M
Mgo One Seven LLC 0.12% Add +88.0% 32,629 $3.6M
New York Life Investment Management LLC 0.03% Add +1.9% 32,400 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +2.2% 31,906 $3.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +4.9% 31,570 $3.5M
State of Alaska, Department of Revenue 0.04% Add +13.2% 31,483 $3.5M
Mitchell Capital Management Co. 0.64% Add +69.9% 32,906 $3.4M
Faithward Advisors, LLC 0.53% Add +3.2% 30,750 $3.4M
U.S. Capital Wealth Advisors, LLC 0.10% New 30,749 $3.4M
Numerai GP LLC 0.49% Reduce -1.6% 30,431 $3.4M
Jackson Wealth Management, LLC 0.36% Reduce -2.0% 30,113 $3.3M
Steward Partners Investment Advisory, LLC 0.03% Add +5.0% 30,024 $3.3M
Brant Point Investment Management LLC 0.76% New 30,000 $3.3M
OP Asset Management Ltd 0.05% Add +16.0% 29,745 $3.3M
Brevan Howard Capital Management LP 0.04% New 29,716 $3.3M
Ethic Inc. 0.06% Add +6.3% 30,059 $3.3M
Elser Financial Planning, Inc 4.09% Reduce -0.0% 29,554 $3.3M
Empowered Funds, LLC 0.04% Reduce -33.4% 29,519 $3.3M
Penobscot Investment Management Company, Inc. 0.28% Add +0.7% 29,343 $3.3M
Brookstone Capital Management 0.04% Add +271.3% 29,267 $3.2M
Vaughan Nelson Investment Management, L.P. 0.03% Reduce -52.2% 29,135 $3.2M
Vanguard Personalized Indexing Management, LLC 0.04% Add +12.6% 28,579 $3.2M
Coldstream Capital Management Inc. 0.05% Reduce -0.5% 28,067 $3.1M
New Age Alpha Advisors, LLC 0.14% Reduce -10.6% 27,895 $3.1M
Agf Management Ltd. 0.01% Add +17.3% 27,630 $3.1M
MML Investors Services, LLC 0.01% Reduce -3.0% 27,470 $3.0M
Advisory Services Network, LLC 0.05% Reduce -36.5% 33,320 $3.0M
Cim, LLC 0.41% Add +6.8% 27,225 $3.0M
Ironwood Investment Counsel, LLC 0.46% Reduce -0.1% 27,063 $3.0M
Wealthcare Advisory Partners LLC 0.07% Reduce -2.4% 26,367 $2.9M
Roundview Capital LLC 0.19% Add +11.0% 26,189 $2.9M
QRG Capital Management, Inc. 0.03% Add +10.8% 25,838 $2.9M
UniSuper Management Pty Ltd 0.02% Add +6.5% 25,757 $2.9M
Crawford Investment Counsel Inc. 0.05% Reduce -14.4% 25,676 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.0% 25,213 $2.8M
Savant Capital, LLC 0.02% Reduce -2.5% 25,117 $2.8M
Covey Capital Advisors, LLC 3.00% Reduce -13.9% 25,115 $2.8M
D L Carlson Investment Group Inc. 0.50% Reduce -33.6% 24,888 $2.8M
Stephens Inc. 0.04% Add +0.4% 24,762 $2.7M
Peninsula Asset Management Inc. 1.44% Add +0.8% 24,520 $2.7M
Pinebridge Investments, L.P. 0.02% New 24,301 $2.7M
Oregon Public Employees Retirement Fund 0.05% Add +18.1% 24,089 $2.7M
Pathstone Holdings, LLC 0.01% Add +1.5% 24,063 $2.7M
Harbor Advisors LLC 0.44% No change 24,000 $2.7M
D.A. Davidson & Co. 0.02% Reduce -19.5% 23,583 $2.6M
Achmea Investment Management B.V. 0.03% Add +9.9% 23,410 $2.6M
Mackenzie Financial Corp. 0.00% Reduce -77.0% 23,016 $2.6M
Hancock Whitney Corp. 0.05% New 22,855 $2.5M
Blair William & Co. 0.01% Add +2.8% 22,692 $2.5M
Boothbay Fund Management, LLC 0.08% New 22,565 $2.5M
Illinois Municipal Retirement Fund 0.03% Add +8.4% 22,439 $2.5M
Peak Financial Advisors LLC 1.27% New 22,400 $2.5M
Weiss Asset Management LP 0.05% New 22,322 $2.5M
Avanza Fonder AB 0.07% Add +45.3% 22,190 $2.5M
Salem Investment Counselors Inc. 0.08% No change 22,000 $2.4M
Bokf, NA 0.04% Add +42.6% 21,637 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.5% 21,541 $2.4M
C WorldWide Group Holding A/S 0.03% New 21,518 $2.4M
IFP Advisors, Inc 0.07% Reduce -14.9% 20,799 $2.4M
Crossmark Global Holdings, Inc. 0.04% Reduce -5.8% 21,227 $2.4M
Bessemer Group Inc. 0.00% Add +2.3% 21,083 $2.3M
Cacti Asset Management LLC 0.16% No change 21,000 $2.3M
Callan Family Office, LLC 0.07% Add +189.4% 20,461 $2.3M
Hilltop Holdings Inc. 0.15% Add +935.1% 20,443 $2.3M
CX Institutional 0.08% Reduce -0.7% 20,144 $2.2M
Fiduciary Trust Co 0.03% Add +15.5% 20,003 $2.2M
Aigen Investment Management, LP 0.30% New 19,592 $2.2M
Element Squared LLC 1.34% — 19,401 $2.2M
Mizuho Securities USA LLC 0.05% — 19,361 $2.1M
PEAK6 LLC 0.07% New 19,250 $2.1M
Trueblood Wealth Management, LLC 0.89% Add +2.5% 19,165 $2.1M
Tredje AP-fonden 0.02% No change 18,787 $2.1M
Lido Advisors, LLC 0.01% Add +193.1% 18,751 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Add +1.5% 18,618 $2.1M
Freedom Day Solutions, LLC 0.61% New 18,503 $2.1M
Patton Fund Management, Inc. 0.45% Reduce -41.1% 18,352 $2.0M
Erste Asset Management GmbH 0.02% Add +0.0% 18,536 $2.0M
Atom Investors LP 0.18% New 17,996 $2.0M
Kesler, Norman & Wride, LLC 0.35% Reduce -2.1% 17,764 $2.0M
Swiss Life Asset Management Ltd 0.01% Add +7.4% 17,761 $2.0M
Prospera Financial Services Inc 0.04% Reduce -7.0% 17,745 $2.0M
Zacks Investment Management 0.02% Add +1.2% 17,729 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -27.0% 17,656 $2.0M
Cumberland Partners Ltd 0.13% New 17,500 $1.9M
Schroder Investment Management Group 0.00% Reduce -3.4% 17,454 $1.9M
Ameriflex Group, Inc. 1.01% No change 17,590 $1.9M
Rockefeller Capital Management L.P. 0.00% Reduce -10.8% 17,276 $1.9M
NEOS Investment Management LLC 0.02% Add +26.1% 17,255 $1.9M
Metis Global Partners, LLC 0.05% Reduce -5.6% 17,057 $1.9M
Logan Capital Management Inc. 0.09% Add +105700.0% 16,928 $1.9M
Hartford Investment Management Co. 0.06% Add +14.6% 16,907 $1.9M
Ameritas Investment Partners, Inc. 0.06% Reduce -2.1% 16,712 $1.9M
Glenmede Investment Management, LP 0.01% — 16,576 $1.8M
Evermay Wealth Management LLC 0.23% No change 16,495 $1.8M
Wedge Capital Management L L P 0.03% Reduce -10.5% 16,467 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -12.5% 16,273 $1.8M
Davidson Kahn Capital Management, LLC 1.13% Add +2.8% 15,810 $1.8M
Inceptionr LLC 0.41% Add +7.7% 15,833 $1.8M
Gulf International Bank (UK) Ltd 0.06% Add +14.1% 15,725 $1.7M
Cyndeo Wealth Partners, LLC 0.10% Add +9.6% 15,598 $1.7M
Wealthfront Advisers LLC 0.00% Add +16.7% 15,389 $1.7M
Kentucky Retirement Systems 0.05% Reduce -6.2% 15,301 $1.7M
Keybank National Association 0.01% Reduce -10.9% 15,255 $1.7M
Greenleaf Trust 0.01% Reduce -1.4% 15,224 $1.7M
M&T Bank Corp 0.01% Add +3.4% 15,196 $1.7M
Panagora Asset Management Inc. 0.01% Reduce -43.5% 15,130 $1.7M
Choreo, LLC 0.02% Reduce -48.4% 15,055 $1.7M
Fairbanks Capital Management, Inc. 0.94% Add +6.7% 14,885 $1.7M
Capital Investment Advisors, LLC 0.03% Reduce -4.4% 14,821 $1.6M
Louisiana State Employees Retirement System 0.03% Add +15.6% 14,800 $1.6M
Nicholson Wealth Management Group, LLC 1.01% Add +1.6% 14,766 $1.6M
Quadrature Capital Ltd 0.03% New 14,746 $1.6M
Securian Asset Management, Inc. 0.05% Add +17.8% 14,678 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +63.7% 14,350 $1.6M
SG Americas Securities, LLC 0.01% Reduce -1.6% 14,298 $1.6M
Praxis Investment Management Inc. 0.10% No change 14,270 $1.6M
AE Wealth Management LLC 0.01% Reduce -19.9% 14,244 $1.6M
Simplex Trading, LLC 0.04% Add +4167.0% 14,209 $1.6M
HB Wealth Management, LLC 0.01% Add +4.1% 14,009 $1.6M
Gibbs Wealth Management 0.30% Reduce -2.8% 13,870 $1.5M
ING Groep NV 0.01% Add +27.3% 13,555 $1.5M
SlateStone Wealth, LLC 0.14% Reduce -0.4% 13,475 $1.5M
Harvest Investment Services, LLC 0.33% New 13,441 $1.5M
Maryland State Retirement & Pension System 0.03% Add +20.0% 13,395 $1.5M
Avantax Advisory Services, Inc. 0.01% Add +13.0% 13,368 $1.5M
Quest Investment Management LLC 0.16% New 13,339 $1.5M
Equitable Trust Co. 0.07% Add +56.3% 13,258 $1.5M
Caitlin John, LLC 1.30% New 12,917 $1.4M
Landscape Capital Management, L.L.C. 0.11% Reduce -23.1% 12,879 $1.4M
Cathy Pareto & Associates, Inc. 1.17% No change 12,761 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +23.8% 12,518 $1.4M
Suncoast Equity Management 0.14% Reduce -32.7% 12,374 $1.4M
Parr McKnight Wealth Management Group, LLC 0.19% Reduce -0.6% 12,208 $1.4M
Norinchukin Bank, The 0.02% Add +7.1% 12,169 $1.3M
Virtus Investment Advisers, LLC 0.45% Reduce -10.5% 12,109 $1.3M
BOK Financial Private Wealth, Inc. 0.09% Reduce -19.8% 12,070 $1.3M
Cross Staff Investments Inc 0.99% No change 12,000 $1.3M
Henshaw Capital LLC 0.05% Reduce -54.6% 11,894 $1.3M
Wedbush Securities Inc. 0.05% Add +7.9% 11,864 $1.3M
GAM Holding AG 0.09% Add +2.4% 11,775 $1.3M
Mercer Global Advisors Inc. 0.00% Reduce -1.2% 11,695 $1.3M
Compass Ion Advisors, LLC 0.14% Add +0.0% 11,671 $1.3M
Proficio Capital Partners LLC 0.08% Add +7.7% 11,635 $1.3M
E. Ohman J:or Asset Management AB 0.03% Add +10.5% 11,570 $1.3M
Focus Partners Wealth 0.00% Add +3.7% 11,558 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -78.9% 11,525 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +16.2% 11,398 $1.3M
Compound Planning, Inc. 0.05% Add +14.8% 11,268 $1.2M
New Mexico Educational Retirement Board 0.04% No change 11,100 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% Add +10.8% 10,986 $1.2M
JSF Financial, LLC 0.29% Add +5.2% 10,940 $1.2M
Chaney Capital Management, Inc. 0.47% No change 10,864 $1.2M
Strategy Asset Managers LLC 0.22% Reduce -2.6% 10,848 $1.2M
Tributary Capital Management, LLC 0.11% Reduce -5.7% 10,828 $1.2M
Scott Marsh Financial, LLC 0.44% — 10,656 $1.2M
Greenfield Seitz Capital Management, LLC 0.42% No change 10,600 $1.2M
Monte Financial Group, LLC 0.46% Add +1.3% 10,568 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Add +2.3% 10,539 $1.2M
Parkwoods Wealth Partners, LLC 0.67% No change 10,528 $1.2M
Engineers Gate Manager LP 0.01% New 10,260 $1.1M
Resonant Capital Advisors, LLC 0.07% Add +6.9% 10,036 $1.1M
Baker Avenue Asset Management, LP 0.03% Reduce -7.9% 10,033 $1.1M
Harmony Asset Management LLC 0.41% Add +2.7% 10,000 $1.1M
Access Investment Management LLC 0.32% — 10,000 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +58.5% 9,832 $1.1M
Invst, LLC 0.14% Reduce -3.1% 9,815 $1.1M
Mirabella Financial Services LLP 0.12% Reduce -90.8% 9,684 $1.1M
EP Wealth Advisors, LLC 0.01% Add +6.9% 9,717 $1.1M
Concurrent Investment Advisors, LLC 0.02% Reduce -2.9% 9,661 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Add +57.6% 9,651 $1.1M
Manchester Capital Management LLC 0.14% Reduce -3.4% 9,600 $1.1M
Occidental Asset Management, LLC 0.14% Reduce -0.6% 9,475 $1.1M
Thoroughbred Financial Services, LLC 0.07% New 9,441 $1.0M
Aptus Capital Advisors, LLC 0.01% Add +0.1% 9,331 $1.0M
Glenview Trust Co 0.02% Reduce -2.4% 9,304 $1.0M
Gilbert & Cook, Inc. 0.14% Reduce -2.8% 9,280 $1.0M
Nilsine Partners, LLC 0.10% New 9,259 $1.0M
Qtron Investments LLC 0.13% No change 9,184 $1.0M
Principal Securities, Inc. 0.02% Reduce -0.5% 9,172 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +9.8% 9,092 $1.0M
Vident Advisory, LLC 0.01% Add +8.0% 9,058 $1.0M
Atlas Legacy Advisors, LLC 0.22% Add +25.6% 9,020 $1.0M
Prevail Innovative Wealth Advisors, LLC 0.22% Reduce -33.3% 8,999 $998K
Brighton Jones LLC 0.03% Reduce -3.5% 8,972 $995K
XTX Topco Ltd 0.04% New 8,943 $992K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +18.5% 8,942 $991K
GAMMA Investing LLC 0.06% Reduce -0.1% 8,935 $991K
Norden Group LLC 0.11% Reduce -17.8% 8,901 $987K
Bank Pictet & Cie (Europe) AG 0.02% No change 8,890 $986K
Commerce Bank 0.01% Reduce -0.6% 8,855 $982K
Financiere des Professionnels - Fonds d'investissement inc. 0.06% Reduce -20.6% 8,749 $970K
Simon Quick Advisors, LLC 0.05% Reduce -20.0% 8,451 $937K
Canada Pension Plan Investment Board 0.00% Reduce -36.3% 8,317 $922K
Board of the Pension Protection Fund 0.99% Add +22.1% 8,300 $920K
Williamson Legacy Group, LLC 0.78% New 8,296 $920K
Florida Financial Advisors, LLC 0.22% Add +184.2% 8,335 $918K
Eschler Asset Management LLP 0.69% New 8,275 $917K
Keyes, Stange & Wooten Wealth Management, LLC 0.48% No change 8,273 $917K
Sfm, LLC 0.58% Add +353.0% 8,141 $903K
Capital International Sarl 0.02% Add +9.6% 8,030 $890K
Dakota Wealth Management 0.02% New 8,022 $889K
Integrated Investment Consultants, LLC 0.17% Reduce -9.0% 7,964 $883K
Fifth Third Bancorp 0.00% Add +16.1% 7,900 $876K
Centennial Bank 0.36% Reduce -0.8% 7,824 $867K
Jump Financial, LLC 0.01% Reduce -92.1% 7,794 $864K
Park Avenue Securities LLC 0.01% Reduce -22.3% 7,768 $861K
Horizon Investments, LLC 0.01% Add +127.3% 7,740 $857K
Hunter Associates Investment Management LLC 0.12% Reduce -35.5% 7,620 $842K
Hyperion Capital Advisors LP 0.52% No change 7,500 $832K
Holland Advisory Services, Inc. 1.20% Add +0.1% 7,381 $818K
Cannell & Spears LLC 0.02% Reduce -2.3% 7,352 $815K
Townsquare Capital LLC 0.08% Reduce -91.5% 7,328 $812K
T. Rowe Price Investment Management, Inc. 0.00% New 7,320 $812K
Financial Enhancement Group LLC 0.12% Add +6.6% 7,574 $809K
Investment Management Corp of Ontario 0.01% Add +4.4% 7,180 $796K
CoreCap Advisors, LLC 0.03% Add +464.0% 7,146 $792K
GF Fund Management Co. LTD. 0.02% Add +40.9% 7,135 $791K
Dark Forest Capital Management LP 0.03% New 7,117 $789K
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.49% Reduce -32.7% 6,997 $776K
Xcel Wealth Management, LLC 0.22% No change 6,834 $758K
J.W. Cole Advisors, Inc. 0.02% Add +0.6% 6,832 $757K
Ostrum Asset Management 0.04% Reduce -36.7% 6,792 $753K
Talon Private Wealth, LLC 0.10% No change 6,735 $747K
Sound Financial Strategies Group, LLC 0.63% Add +1.4% 6,714 $744K
Wealthspire Retirement, LLC 0.05% Add +0.3% 6,703 $743K
Portside Wealth Group, LLC 0.11% Reduce -20.9% 6,692 $742K
AlphaQuest LLC 0.07% New 6,675 $740K
Moors & Cabot, Inc. 0.03% Reduce -0.2% 6,663 $739K
STRS Ohio 0.00% New 6,587 $730K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.5% 6,494 $720K
Summit Trail Advisors, LLC 0.01% New 6,451 $715K
Siemens Fonds Invest GmbH 0.04% Add +11.6% 6,313 $700K
Cwm, LLC 0.00% Reduce -1.0% 6,280 $696K
Mufg Securities Americas Inc. 0.06% Add +47.9% 6,211 $689K
Oak Thistle LLC 0.10% New 6,188 $686K
Radnor Capital Management, LLC 0.11% Add +1.1% 6,055 $671K
Ascentis Wealth Management, LLC 0.18% Add +0.7% 6,112 $666K
S-Bank Fund Management Ltd 0.10% Reduce -24.8% 5,994 $665K
Studio Investment Management LLC 0.13% Reduce -1.8% 5,902 $654K
Kestra Advisory Services, LLC 0.00% Reduce -12.0% 5,901 $654K
Rwa Wealth Partners, LLC 0.01% No change 5,888 $653K
Blueshift Asset Management, LLC 0.20% New 5,826 $646K
Brooklyn Investment Group 0.08% Add +449.7% 5,783 $641K
Hennion & Walsh Asset Management, Inc. 0.03% New 5,741 $637K
Sowell Financial Services LLC 0.03% Reduce -1.6% 5,626 $624K
VestGen Investment Management 0.44% Reduce -9.3% 5,589 $620K
Ascentis Independent Advisors 0.11% Reduce -18.5% 5,579 $619K
SevenBridge Financial Group, LLC 0.11% No change 6,446 $611K
Allworth Financial LP 0.00% Add +472.8% 5,499 $610K
Mayflower Financial Advisors, LLC 0.08% Reduce -0.0% 5,436 $603K
Next Level Private LLC 0.20% Add +0.0% 5,431 $602K
Arkadios Wealth Advisors 0.02% Reduce -22.4% 5,406 $599K
Venturi Wealth Management, LLC 0.03% Reduce -18.6% 5,267 $584K
Kingsview Wealth Management, LLC 0.01% Add +2.2% 5,267 $584K
Argonautica Private Wealth Management, Inc. 0.18% Reduce -0.6% 5,262 $583K
Ascent Group, LLC 0.02% Reduce -9.9% 5,230 $580K
Advisor OS, LLC 0.06% Reduce -2.8% 5,229 $580K
MJP Associates Inc. 0.09% Reduce -2.5% 5,221 $579K
Vise Technologies, Inc. 0.02% — 5,201 $577K
Howland Capital Management LLC 0.02% No change 5,196 $576K
Advisory Alpha, LLC 0.02% Add +26.7% 5,189 $575K
Vestcor Inc 0.02% Add +21.3% 5,183 $575K
Legacy Capital Wealth Partners, LLC 0.13% Reduce -2.9% 5,183 $575K
Sandia Investment Management LP 1.45% New 5,000 $554K
Fayez Sarofim & Co 0.00% Add +4.3% 4,998 $554K
Global X Japan Co., Ltd. 0.06% Reduce -12.6% 4,993 $554K
Independent Financial Group, LLC 0.01% Add +66.2% 4,802 $532K
Vontobel Holding Ltd. 0.00% Add +3.0% 4,801 $532K
Gen-Wealth Partners Inc 0.20% No change 4,738 $525K
Forum Financial Management, LP 0.01% Add +0.3% 4,728 $524K
Journey Strategic Wealth LLC 0.02% Add +3.6% 4,675 $518K
Elevation Point Wealth Partners, LLC 0.04% Reduce -32.2% 4,639 $514K
Fidelis Capital Partners, LLC 0.05% Add +6.7% 5,579 $512K
Forum Private Client Group LLC 0.20% Add +0.1% 4,592 $509K
Klingman & Associates, LLC 0.03% Add +1.4% 4,499 $499K
Moment Partners, LLC 0.09% Add +1.6% 4,496 $498K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -12.7% 4,452 $494K
Pine Valley Investments Ltd Liability Co 0.03% Add +2.3% 4,449 $493K
Curi Capital, LLC 0.01% New 4,441 $492K
Ashton Thomas Private Wealth, LLC 0.02% Add +33.8% 4,423 $490K
Revisor Wealth Management LLC 0.18% Add +7.1% 4,507 $489K
Axxcess Wealth Management, LLC 0.01% Add +3.6% 4,405 $488K
CreativeOne Wealth, LLC 0.01% Add +58.8% 4,392 $487K
Waverly Advisors, LLC 0.01% Add +0.9% 4,392 $487K
WINTON GROUP Ltd 0.02% New 4,391 $487K
Apriem Advisors 0.05% No change 4,343 $482K
Daiichi Life Insurance Co., Ltd. 0.01% No change 4,250 $471K
Gateway Investment Advisers LLC 0.01% Reduce -1.6% 4,245 $471K
Private Advisor Group, LLC 0.00% Reduce -43.2% 4,216 $467K
ASR Vermogensbeheer N.V. 0.01% Reduce -0.5% 4,213 $467K
Trust Point Inc. 0.04% Reduce -28.7% 4,203 $466K
Prudential PLC 0.00% Reduce -73.7% 4,186 $464K
Boreal Capital Management LLC 0.44% — 4,153 $460K
Means Investment Co., Inc. 0.04% No change 4,151 $460K
Tower Research Capital LLC (TRC) 0.01% Reduce -63.8% 4,142 $459K
Great Valley Advisor Group, Inc. 0.01% Reduce -37.3% 4,140 $459K
Phillips Financial Management, LLC 0.03% Add +0.4% 4,127 $458K
Washington Trust Bank 0.04% Reduce -14.9% 4,070 $451K
Brown Advisory Inc. 0.00% Reduce -4.2% 4,063 $451K
Belpointe Asset Management LLC 0.02% Add +5.2% 4,055 $450K
Brown Miller Wealth Management, LLC 0.14% Reduce -20.1% 4,054 $449K
Ossiam 0.01% Reduce -12.0% 4,010 $445K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 4,007 $444K
Petrus Trust Company, LTA 0.05% New 3,964 $439K
Somerset Trust Co 0.14% Reduce -1.5% 3,884 $431K
Wallace Advisory Group, LLC 0.31% Add +8.7% 3,414 $425K
Outlook Wealth Advisors, LLC 0.11% Reduce -1.8% 3,827 $424K
Mutual Advisors, LLC 0.01% Reduce -2.4% 4,091 $423K
River Wealth Advisors LLC 0.05% No change 3,814 $423K
HighPoint Advisor Group LLC 0.02% Reduce -11.2% 3,791 $420K
V-Square Quantitative Management LLC 0.06% Add +38.9% 3,776 $419K
George Kaiser Family Foundation 0.06% Add +41.3% 3,768 $418K
Prescott Group Capital Management, L.L.C. 0.05% Add +41.3% 3,768 $418K
Profund Advisors LLC 0.01% Add +11.2% 3,767 $418K
Brighton Securities Corp. 0.22% Reduce -32.3% 3,675 $407K
Ballentine Partners, LLC 0.01% Add +0.7% 3,672 $407K
Intrust Bank NA 0.04% Add +7.2% 3,613 $401K
Unique Wealth, LLC 0.06% Reduce -31.0% 3,565 $395K
Huntington National Bank 0.00% Add +21.7% 3,561 $395K
W.H. Cornerstone Investments Inc. 0.25% Add +0.1% 3,561 $395K
Cynosure Group, LLC 0.04% Add +24.0% 3,556 $394K
CWC Advisors, LLC. 0.20% New 3,542 $393K
Procyon Advisors, LLC 0.04% Reduce -84.9% 3,537 $392K
Checchi Capital Advisers, LLC 0.03% Add +1.2% 3,508 $389K
Meeder Advisory Services, Inc. 0.02% Add +5.1% 3,507 $389K
CWA Asset Management Group, LLC 0.02% Add +5.8% 3,500 $388K
Global Retirement Partners, LLC 0.01% — 3,447 $382K
Sagespring Wealth Partners, LLC 0.01% Reduce -5.8% 3,443 $382K
Canada Post Corp Registered Pension Plan 0.02% New 3,410 $378K
GMO 0.00% New 3,400 $377K
Kathmere Capital Management, LLC 0.03% Add +0.3% 3,374 $374K
United Capital Financial Advisors, LLC 0.00% Reduce -3.8% 3,365 $373K
Graypoint LLC 0.02% Add +4.4% 3,348 $371K
Stonebridge Capital Advisors LLC 0.03% Reduce -0.7% 3,307 $367K
Exchange Traded Concepts, LLC 0.00% Add +578.4% 3,304 $366K
Brendel Financial Advisors LLC 0.20% Reduce -90.4% 3,278 $363K
Anchor Investment Management, LLC 0.03% No change 3,251 $360K
Baker Tilly Wealth Management, LLC 0.13% Reduce -50.0% 3,198 $355K
Silver Oak Securities, Incorporated 0.03% Reduce -39.4% 3,186 $353K
Legacy Wealth Asset Management, LLC 0.09% Reduce -15.0% 3,119 $346K
Optimize Financial Inc. 0.21% Reduce -0.7% 3,115 $345K
Kingswood Wealth Advisors, LLC 0.03% Add +3.3% 3,088 $342K
Frank, Rimerman Advisors LLC 0.02% Reduce -14.0% 3,049 $338K
Burney Co./ 0.01% Reduce -4.0% 2,985 $331K
Harvest Fund Management Co., Ltd 0.02% Reduce -67.0% 2,973 $330K
Alliance Wealth Advisors, LLC 0.08% Reduce -20.1% 2,975 $330K
R Squared Ltd 0.18% New 2,948 $327K
Farther Finance Advisors, LLC 0.01% Reduce -5.6% 2,942 $326K
Hudson Bay Capital Management LP 0.00% New 2,931 $325K
Sepio Capital, LP 0.02% Reduce -74.8% 2,920 $324K
Operose Advisors LLC 0.09% No change 2,900 $322K
Quantum Portfolio Management LLC 0.15% Add +76.2% 2,884 $320K
Mattern Wealth Management LLC 0.07% No change 2,878 $319K
Triangle Securities Wealth Management 0.08% New 2,861 $317K
Net Worth Advisory Group 0.07% Add +4.3% 2,804 $311K
Argent Trust Co 0.01% Reduce -29.1% 2,794 $310K
J. Safra Sarasin Holding AG 0.01% Reduce -87.7% 2,792 $310K
OneDigital Investment Advisors LLC 0.00% New 2,786 $309K
Somerville Kurt F 0.05% Reduce -8.3% 2,750 $305K
Cigna Investments Inc. 0.05% Add +9.8% 2,736 $304K
Ritholtz Wealth Management 0.01% Add +33.4% 2,738 $304K
Merit Financial Group, LLC 0.00% Add +5.8% 2,735 $303K
Trust Asset Management LLC 0.02% No change 2,729 $303K
Ewa, LLC 0.10% Add +0.6% 2,727 $302K
Otter Creek Advisors, LLC 0.22% Reduce -82.6% 2,671 $296K
Phillips Wealth Planners LLC 0.27% Add +3.2% 2,745 $294K
Wedmont Private Capital 0.01% Reduce -10.6% 2,713 $293K
Regions Financial Corp. 0.00% Add +12.6% 2,630 $292K
Apollon Wealth Management, LLC 0.01% Reduce -5.6% 2,612 $290K
Clarius Group, LLC 0.02% Reduce -0.3% 2,580 $286K
Equitable Holdings, Inc. 0.00% New 2,565 $284K
Inspire Investing, LLC 0.03% Reduce -0.3% 2,561 $284K
Moneta Group Investment Advisors LLC 0.00% Add +1.0% 2,523 $280K
Parallel Advisors, LLC 0.01% Add +4.3% 2,508 $278K
Angeles Wealth Management, LLC 0.02% Add +16.8% 2,501 $277K
Mather Group, Llc. 0.00% Reduce -5.3% 2,496 $277K
Axq Capital, LP 0.09% New 2,469 $274K
Tower Wealth Partners, Inc. 0.16% Add +4.6% 2,464 $273K
Callahan Advisors, LLC 0.02% No change 2,458 $273K
Foundations Investment Advisors, LLC 0.00% New 2,455 $272K
Boston Family Office LLC 0.02% Add +3.4% 2,430 $269K
NorthRock Partners, LLC 0.01% Reduce -4.3% 2,421 $268K
Catalyst Funds Management Pty Ltd 0.07% New 2,400 $266K
Copperwynd Financial, LLC 0.07% Add +6.0% 2,394 $265K
Covenant Partners, LLC 0.08% No change 2,383 $264K
Tiemann Investment Advisors, LLC 0.11% No change 2,380 $264K
MSH Capital Advisors LLC 0.08% Add +0.2% 2,378 $264K
Level Four Advisory Services, LLC 0.01% Add +15.9% 2,375 $263K
Wealthspire Advisors, LLC 0.00% Add +12.3% 2,374 $263K
Corton Capital Inc. 0.30% New 2,337 $259K
Tocqueville Asset Management L.P. 0.00% No change 2,327 $258K
Lanark Financial, Inc. 0.02% No change 2,314 $256K
Moloney Securities Asset Management, LLC 0.03% No change 2,296 $255K
First Affirmative Financial Network 0.13% Reduce -3.6% 2,293 $254K
Evelyn Partners Investment Management Services Ltd 0.04% Reduce -17.1% 2,286 $253K
Burling Wealth Partners, LLC 0.05% Reduce -7.5% 2,284 $253K
Trinity Financial Advisors LLC 0.08% No change 2,278 $253K
Fulton Bank, N.A. 0.01% Add +1.4% 2,265 $251K
Voleon Capital Management LP 0.01% New 2,259 $250K
Atria Wealth Solutions, Inc. 0.01% New 2,239 $248K
Kestra Private Wealth Services, LLC 0.00% Reduce -67.4% 2,239 $248K
Quadrant Capital Group LLC 0.01% Add +2.2% 2,215 $246K
Hamilton Capital Partners Inc. 0.01% Reduce -26.6% 2,213 $245K
Tradition Wealth Management, LLC 0.02% Add +0.4% 2,212 $245K
Mizuho Markets Americas LLC 0.01% Reduce -80.8% 2,192 $243K
Kavar Capital Partners Group, LLC 0.03% No change 2,188 $243K
MBB Public Markets I LLC 0.03% Reduce -18.5% 2,147 $238K
Smithfield Trust Co 0.01% Reduce -0.6% 2,149 $238K
Quotient Wealth Partners, LLC 0.01% Add +9.0% 2,115 $234K
ICONIQ Capital, LLC 0.00% Add +5.5% 2,110 $234K
Wolverine Trading, LLC 0.01% New 2,133 $234K
Douglass Winthrop Advisors, LLC 0.00% No change 2,100 $233K
Berkshire Asset Management LLC 0.01% No change 2,095 $232K
Transcend Capital Advisors, LLC 0.02% Reduce -3.3% 2,093 $232K
Smith Shellnut Wilson LLC 0.10% Reduce -44.9% 2,062 $229K
Banque Cantonale Vaudoise 0.01% Reduce -7.1% 2,026 $225K
Insight Wealth Strategies, LLC 0.03% Reduce -94.4% 2,056 $224K
Mechanics Bank Trust Department 0.03% No change 2,015 $223K
Strategic Wealth Partners, Ltd. 0.02% — 2,005 $222K
RBF Capital, LLC 0.01% No change 2,000 $222K
DRW Securities, LLC 0.02% New 1,995 $221K
Wood Tarver Financial Group, LLC 0.07% No change 1,984 $220K
Impact Capital Partners LLC 0.07% Add +3.8% 1,982 $220K
MAI Capital Management 0.00% Add +8.9% 1,968 $218K
ORG Partners LLC 0.05% Add +7.1% 1,995 $218K
Commerzbank Aktiengesellschaft 0.01% No change 1,952 $217K
World Investment Advisors 0.00% New 1,954 $217K
Cary Street Partners Investment Advisory LLC 0.10% Add +4.7% 1,951 $216K
NorthCoast Asset Management LLC 0.00% Reduce -30.6% 1,946 $216K
Barr E S & Co. 0.01% New 1,937 $215K
FourThought Financial Partners, LLC 0.02% Reduce -4.3% 1,932 $214K
RFP Financial Group LLC 0.09% No change 1,925 $213K
Fullcircle Wealth LLC 0.08% Add +11.0% 2,294 $213K
Spirepoint Private Client, LLC 0.02% No change 1,909 $212K
Western Wealth Management, LLC 0.01% Add +6.0% 1,902 $211K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,849 $205K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.9% 1,846 $205K
Steph & Co. 0.07% New 1,818 $202K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,801 $200K
Gitterman Wealth Management, LLC 0.05% New 1,798 $199K
Signaturefd, LLC 0.00% Add +3.0% 1,792 $199K
Virtus Advisers, LLC 0.12% No change 1,724 $191K
GeoWealth Management, LLC 0.01% Add +40.0% 1,689 $187K
First Horizon Advisors, Inc. 0.00% Reduce -2.6% 1,495 $166K
Trust Co. of Vermont 0.01% No change 1,401 $155K
Larson Financial Group LLC 0.01% Reduce -4.4% 1,353 $150K
Promus Capital, LLC 0.10% No change 1,323 $147K
Penserra Capital Management LLC 0.00% Reduce -93.6% 1,326 $146K
Harbour Investments, Inc. 0.00% Add +1215.2% 1,210 $134K
Curio Wealth, LLC 0.06% Add +119900.0% 1,200 $133K
Montag A & Associates Inc. 0.01% No change 1,177 $130K
Atticus Wealth Management, LLC 0.04% Add +0.5% 1,176 $130K
Private Wealth Asset Management, LLC 0.02% No change 1,134 $126K
CI Investments Inc. 0.00% Add +7.4% 1,075 $119K
EverSource Wealth Advisors, LLC 0.01% Add +27.1% 1,045 $116K
Glen Eagle Advisors, LLC 0.02% No change 1,000 $111K
Maseco LLP 0.00% — 979 $109K
Cary Street Partners Financial LLC 0.00% Add +60.9% 933 $103K
Headlands Technologies LLC 0.01% New 902 $100K
MassMutual Private Wealth & Trust, FSB 0.00% Add +24.6% 890 $99K
Blue Trust, Inc. 0.00% Reduce -13.4% 868 $96K
MUFG Securities EMEA plc 0.00% New 828 $92K
Orion Capital Management LLC 0.03% No change 807 $89K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -7.5% 799 $89K
Parkside Financial Bank & Trust 0.01% Add +1.2% 783 $87K
Wilmington Savings Fund Society, FSB 0.00% Add +0.3% 779 $86K
Park Place Capital Corp 0.02% Reduce -18.9% 776 $85K
Versant Capital Management, Inc 0.01% Add +0.4% 735 $81K
Cromwell Holdings LLC 0.05% Add +1.4% 723 $80K
Covestor Ltd 0.04% Reduce -27.8% 677 $75K
Caldwell Trust Co 0.01% No change 676 $75K
Smallwood Wealth Investment Management, LLC 0.04% No change 668 $74K
Gables Capital Management Inc. 0.04% No change 668 $74K
Sentry Investment Management LLC 0.04% No change 678 $73K
Crews Bank & Trust 0.01% No change 655 $73K
Assetmark, Inc. 0.00% Add +189.8% 623 $69K
Eastern Bank 0.00% Add +274.6% 618 $69K
CYBER HORNET ETFs LLC 0.05% New 617 $68K
GPS Wealth Strategies Group, LLC 0.01% No change 589 $65K
TD Waterhouse Canada Inc. 0.00% Reduce -96.5% 551 $60K
Generali Investments, Management Co LLC 0.01% New 542 $60K
Arax Advisory Partners 0.00% Add +0.6% 507 $59K
Smartleaf Asset Management LLC 0.01% Reduce -28.2% 537 $59K
Asset Dedication, LLC 0.00% Add +3.8% 525 $58K
Private Trust Co. NA 0.01% Reduce -85.4% 524 $58K
Ogorek Anthony Joseph /NY/ 0.02% No change 515 $57K
Cheviot Value Management, LLC 0.01% No change 600 $56K
Central Pacific Bank - Trust Division 0.01% Add +6.3% 470 $52K
Colonial Trust Co / SC 0.01% No change 466 $52K
Horizon Bancorp Inc. 0.03% New 454 $50K
Intelligent Financial Strategies 0.03% No change 445 $49K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 446 $49K
TD Private Client Wealth LLC 0.00% Add +39.3% 436 $48K
First PREMIER Bank 0.01% No change 424 $47K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 410 $45K
Armstrong Advisory Group, Inc. 0.00% No change 400 $44K
Beaird Harris Wealth Management, LLC 0.00% No change 399 $44K
Johnson Financial Group, Inc. 0.00% Reduce -51.0% 396 $44K
Raiffeisen Bank International AG 0.00% Reduce -24.9% 400 $43K
TFC Financial Management, Inc. 0.01% Add +0.3% 387 $43K
Garde Capital, Inc. 0.00% No change 371 $41K
Hemington Wealth Management 0.01% Add +6.7% 366 $40K
Leonteq Securities AG 0.00% Add +483.1% 344 $38K
SBI Securities Co., Ltd. 0.00% Reduce -24.2% 344 $38K
Bruce G. Allen Investments, LLC 0.03% Add +1129.6% 332 $37K
Sunbelt Securities, Inc. 0.00% No change 300 $31K
Darwin Wealth Management, LLC 0.01% Reduce -64.9% 270 $30K
St Germain D J Co. Inc. 0.00% Add +298.5% 267 $30K
Bares Capital Management, Inc. 0.00% Add +21.6% 259 $29K
Sound Income Strategies, LLC 0.00% Reduce -77.0% 253 $28K
Ancora Advisors LLC 0.00% Add +9.9% 245 $27K
GW&K Investment Management, LLC 0.00% Reduce -42.0% 243 $27K
Motco 0.00% New 293 $27K
Kings Path Partners LLC 0.01% No change 231 $26K
Meeder Asset Management Inc. 0.00% New 221 $25K
Ameritas Advisory Services, LLC 0.00% New 214 $24K
Piscataqua Savings Bank 0.02% No change 204 $23K
Capital Advisors, Ltd. LLC 0.00% Reduce -9.2% 198 $22K
Quarry LP 0.01% New 198 $22K
Solstein Capital, LLC 0.01% New 192 $21K
Lazard Asset Management LLC 0.00% Reduce -93.9% 196 $21K
Clearstead Trust, LLC 0.00% New 189 $21K
Summit Securities Group LLC 0.01% Add +18800.0% 189 $21K
Key Financial Inc 0.00% No change 187 $21K
Clearstead Advisors, LLC 0.00% Add +2950.0% 183 $20K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -17.0% 171 $19K
Rothschild Investment LLC 0.00% Add +18.4% 167 $19K
SouthState Bank Corp 0.00% Reduce -34.6% 166 $18K
JFS Wealth Advisors, LLC 0.00% No change 154 $17K
Frazier Financial Advisors, LLC 0.01% No change 150 $17K
Truvestments Capital LLC 0.00% No change 149 $17K
Red Tortoise LLC 0.01% No change 147 $16K
Twin Peaks Wealth Advisors, LLC 0.01% New 171 $16K
Cullen/Frost Bankers, Inc. 0.00% New 142 $16K
SRH Advisors, LLC 0.00% No change 136 $15K
Financial Network Wealth Advisors LLC 0.02% Reduce -8.2% 134 $15K
Rise Advisors, LLC 0.01% No change 129 $14K
Creative Financial Designs Inc. 0.00% Add +8.8% 124 $14K
Accredited Wealth Management, LLC 0.01% No change 124 $14K
Farmers & Merchants Investments Inc. 0.00% Add +4.3% 120 $13K
Private Wealth Management Group, LLC 0.00% Add +32.9% 113 $13K
Tompkins Financial Corp. 0.00% New 111 $12K
NewSquare Capital LLC 0.00% Reduce -6.0% 109 $12K
Whipplewood Advisors, LLC 0.01% Reduce -45.1% 107 $12K
Itau Unibanco Holding S.A. 0.00% Reduce -13.1% 106 $12K
HHM Wealth Advisors, LLC 0.00% No change 100 $11K
Spire Wealth Management 0.00% Reduce -91.2% 100 $11K
Duncker Streett & Co. Inc. 0.00% No change 93 $10K
Sierra Ocean, LLC 0.01% No change 90 $10K
Westside Investment Management, Inc. 0.00% New 91 $10K
Greykasell Wealth Strategies, Inc. 0.00% No change 88 $10K
MTM Investment Management, LLC 0.00% New 85 $9K
Carolina Wealth Advisors, LLC 0.00% No change 84 $9K
Fortitude Family Office, LLC 0.00% Add +40.4% 80 $9K
GFG Capital, LLC 0.00% New 73 $8K
Park Square Financial Group, LLC 0.01% No change 72 $8K
Millstone Evans Group, LLC 0.01% Reduce -30.4% 71 $8K
Copia Wealth Management 0.01% No change 70 $8K
First Pacific Financial 0.00% Add +54.5% 68 $8K
Transce3nd, LLC 0.00% Reduce -4.3% 66 $7K
Hughes Financial Services, LLC 0.00% Add +10.0% 77 $7K
Trifecta Capital Advisors, LLC 0.00% Add +158.3% 62 $7K
Creative Capital Management Investments LLC 0.00% New 61 $7K
MV Capital Management, Inc. 0.00% No change 57 $6K
Evelyn Partners Investment Management LLP 0.00% New 57 $6K
CENTRAL TRUST Co 0.00% No change 57 $6K
Avion Wealth 0.00% Add +22.2% 55 $6K
City State Bank 0.00% No change 54 $6K
Howard Hughes Medical Institute 0.00% New 51 $6K
Principia Wealth Advisory, LLC 0.00% Add +525.0% 50 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 48 $5K
AdvisorNet Financial, Inc 0.00% No change 47 $5K
Prestige Wealth Management Group LLC 0.00% No change 46 $5K
Bellevue Asset Management, LLC 0.00% Reduce -6.1% 46 $5K
JDM Financial Group LLC 0.00% No change 45 $5K
Activest Wealth Management 0.00% Reduce -8.3% 44 $5K
Cornerstone Planning Group LLC 0.00% Add +73.3% 52 $5K
Geneos Wealth Management Inc. 0.00% Add +11.1% 40 $4K
YANKCOM Partnership 0.00% New 40 $4K
Abound Wealth Management 0.00% No change 39 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.6% 39 $4K
Sachetta, LLC 0.00% No change 38 $4K
Atlantic Union Bankshares Corp 0.00% New 38 $4K
Tortoise Investment Management, LLC 0.00% Add +6.1% 35 $4K
CVA Family Office, LLC 0.00% Reduce -34.6% 34 $4K
Raffa Wealth Management, LLC 0.00% No change 31 $3K
Princeton Global Asset Management LLC 0.00% New 28 $3K
Sittner & Nelson, LLC 0.00% No change 25 $3K
LRI Investments, LLC 0.00% Add +4.3% 24 $3K
First Command Advisory Services, Inc. 0.00% No change 23 $3K
DHJJ Financial Advisors, Ltd. 0.00% New 20 $2K
Bell Investment Advisors, Inc 0.00% No change 20 $2K
First United Bank & Trust 0.00% No change 19 $2K
Dunhill Financial, LLC 0.00% No change 17 $2K
Crowley Wealth Management, Inc. 0.00% No change 17 $2K
SJS Investment Consulting Inc. 0.00% Reduce -45.2% 17 $2K
DT Investment Partners, LLC 0.00% No change 15 $2K
Essential Partners LLC 0.00% — 14 $2K
Financial Management Professionals, Inc. 0.00% Reduce -60.0% 14 $2K
Kilter Group LLC 0.00% New 13 $1K
True Wealth Design, LLC 0.00% Reduce -13.3% 13 $1K
Clark Wealth Partners 0.00% No change 13 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +85.7% 13 $1K
Horizon Financial Services, LLC 0.00% No change 12 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 11 $1K
Wolff Wiese Magana LLC 0.00% No change 10 $1K
HFM Investment Advisors, LLC 0.00% Add +125.0% 9 $998
Stephens Consulting, LLC 0.00% New 9 $998
WealthTrak Capital Management LLC 0.00% No change 8 $887
Bare Financial Services, Inc 0.00% No change 8 $887
Salomon & Ludwin, LLC 0.00% Reduce -80.5% 8 $862
American Capital Advisory, LLC 0.00% Add +250.0% 7 $777
Physician Wealth Advisors, Inc. 0.00% New 6 $666
Parkworth Wealth Management, Inc. 0.00% No change 6 $665
WestEnd Advisors, LLC 0.00% Reduce -14.3% 6 $665
Quaker Wealth Management, LLC 0.00% — 5 $555
Rialto Wealth Management, LLC 0.00% Add +25.0% 5 $555
DecisionPoint Financial, LLC 0.00% New 4 $436
Rakuten Securities, Inc. 0.00% Reduce -98.4% 1 $111
Bartlett & Co. Wealth Management LLC 0.00% Reduce -50.0% 1 $111
Y.D. More Investments Ltd 0.00% Reduce -35.5% 216 $70

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