Brown & BrownBRO

13F holders, Q3 2025 (September 30)
896holders −34
93new positions
119sold out
8famous investors
$93.70avg. 13F price*

At the end of Q3 2025, 896 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, down 34 from Q2 2025. 93 opened new positions and 119 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.0B) and Capital World Investors ($1.6B). 8 famous investors held it, including Francois Rochon (1.0% of Giverny Capital's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions93$395.4M
Exits119$730.1M

All 13F filers, Q2 2025 → Q3 2025: 35,570,231 shares bought and 36,356,967 shares sold, net −786,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 896 holders

Vanguard Group Inc. 0.05% Add +4.8% 37,330,892 $3.5B
BlackRock, Inc. 0.03% Add +2.2% 20,973,989 $2.0B
Capital World Investors 0.22% Add +81.1% 17,479,389 $1.6B
Principal Financial Group Inc. 0.73% Add +13.4% 15,416,190 $1.4B
State Street Corp. 0.04% Add +5.3% 13,120,826 $1.2B
FMR LLC 0.06% Add +41.6% 11,953,261 $1.1B
Geode Capital Management, LLC 0.05% Add +6.3% 7,834,732 $731.9M
Parnassus Investments, LLC 1.48% Reduce -2.6% 6,834,855 $641.0M
Select Equity Group, L.P. 2.44% Add +5.8% 6,076,399 $569.9M
Royal Bank of Canada 0.08% Add +53.0% 4,887,675 $458.4M
Morgan Stanley 0.03% Reduce -17.9% 4,694,589 $440.3M
Wells Fargo & Company 0.06% Add +1.9% 3,204,876 $300.6M
Allspring Global Investments Holdings, LLC 0.41% Reduce -19.5% 2,745,053 $254.6M
Northern Trust Corp. 0.03% Add +3.3% 2,602,360 $244.1M
Bank of America Corp. 0.02% Reduce -4.7% 2,576,407 $241.6M
Deutsche Bank AG 0.08% Add +57.0% 2,567,527 $240.8M
Barclays PLC 0.09% Reduce -15.7% 2,515,061 $235.9M
Invesco Ltd. 0.04% Reduce -42.4% 2,402,009 $225.3M
Caisse de depot et placement du Quebec 0.40% Reduce -4.0% 2,339,505 $219.4M
Manufacturers Life Insurance Company, The 0.18% Reduce -1.6% 2,307,276 $216.4M
Fenimore Asset Management Inc 4.05% Add +0.8% 2,156,455 $202.3M
Goldman Sachs Group Inc. 0.03% Reduce -0.1% 2,129,104 $199.7M
Madison Asset Management, LLC 2.08% Reduce -1.6% 2,008,760 $188.4M
Van Lanschot Kempen Investment Management N.V. 1.63% New 1,949,536 $182.8M
JPMorgan Chase & Co. 0.01% Add +170.3% 1,931,839 $181.2M
Healthcare of Ontario Pension Plan Trust Fund 0.32% Add +4.2% 1,808,874 $169.7M
Charles Schwab Investment Management Inc. 0.03% Add +5.3% 1,706,954 $160.1M
ProShare Advisors LLC 0.33% Add +20.9% 1,699,669 $159.4M
Chilton Investment Co. Inc. 3.12% Add +8.7% 1,630,609 $152.9M
Boston Partners 0.15% Add +2.8% 1,587,950 $148.9M
Dimensional Fund Advisors LP 0.03% Add +1.2% 1,570,515 $147.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -20.2% 1,529,769 $143.5M
UBS Group AG 0.03% Add +67.7% 1,496,107 $140.3M
Bank of New York Mellon Corp 0.02% Add +3.8% 1,420,814 $133.3M
Tandem Investment Advisors, Inc. 4.44% Add +69.7% 1,385,214 $129.9M
Royal London Asset Management Ltd. 0.26% Reduce -10.8% 1,288,850 $120.9M
AQR Capital Management 0.07% Add +1679.0% 1,204,318 $113.0M
Kayne Anderson Rudnick Investment Management LLC 0.28% Reduce -2.5% 1,204,130 $112.9M
Legal & General Group Plc 0.02% Add +3.0% 1,150,971 $107.9M
Natixis Advisors, LLC 0.15% Reduce -0.3% 1,127,622 $105.8M
Gobi Capital LLC 4.99% Add +3.7% 1,096,203 $102.8M
Raymond James Financial Inc. 0.03% Reduce -4.3% 1,087,409 $102.0M
TrinityBridge Ltd 2.27% Add +737.1% 1,086,688 $101.9M
Renaissance Technologies 0.12% Add +22.9% 987,000 $92.6M
Prana Capital Management, LP 2.95% Add +34.3% 940,841 $88.2M
Swiss National Bank 0.05% Reduce -3.6% 855,700 $80.3M
Jain Global LLC 1.10% Reduce -15.5% 843,015 $79.1M
Nordea Investment Management AB 0.07% Add +63.6% 842,364 $78.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +7.9% 820,890 $77.0M
Macquarie Group Ltd. 0.09% Reduce -5.4% 814,402 $76.4M
Rathbones Group PLC 0.30% Add +34.8% 794,703 $74.5M
Brown Brothers Harriman & Co. 0.45% Add +25.2% 788,715 $74.0M
Verition Fund Management LLC 0.43% Add +59.4% 776,267 $72.8M
Burkehill Global Management, LP 4.12% No change 750,000 $70.3M
Envestnet Asset Management Inc. 0.02% Reduce -3.8% 713,444 $66.9M
Clarkston Capital Partners, LLC 1.43% Reduce -4.8% 710,070 $66.6M
California Public Employees Retirement System 0.04% Reduce -24.3% 700,249 $65.7M
T. Rowe Price Associates Inc. 0.01% Reduce -4.1% 678,077 $63.6M
Polar Capital Holdings Plc 0.31% Add +25.0% 675,000 $63.3M
Congress Asset Management Co. 0.42% Reduce -20.3% 669,667 $62.8M
Nuveen, LLC 0.02% Reduce -6.8% 657,735 $61.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +9.4% 642,233 $60.2M
Dundas Partners LLP 4.20% Add +25.9% 633,541 $59.4M
Bank of Montreal 0.02% Add +16.1% 598,646 $56.1M
HSBC Holdings PLC 0.03% Add +6.3% 589,094 $55.2M
Rhumbline Advisers 0.04% Add +8.7% 576,772 $54.1M
Snyder Capital Management L P 1.00% Reduce -1.8% 562,671 $52.8M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +13.4% 551,609 $51.7M
Amundi 0.02% Reduce -35.0% 541,093 $51.1M
Vest Financial, LLC 0.65% Add +15.6% 533,491 $50.0M
Schwartz Investment Counsel Inc. 1.68% Add +2.5% 532,400 $49.9M
Captrust Financial Advisors 0.10% Add +2.3% 510,244 $47.9M
Gotham Asset Management 0.20% Add +100.0% 496,186 $46.5M
Sei Investments Co. 0.05% Reduce -21.7% 494,458 $46.4M
TimesSquare Capital Management, LLC 0.66% Add +8.9% 489,570 $45.9M
Nomura Asset Management Co. Ltd. 0.12% Add +17.0% 471,239 $44.2M
EULAV Asset Management 0.97% No change 444,900 $41.7M
Abn Amro Investment Solutions 0.83% Reduce -3.0% 433,697 $40.7M
Osterweis Capital Management Inc. 2.34% Add +28.3% 423,591 $39.7M
California State Teachers Retirement System 0.04% Add +7.4% 400,734 $37.6M
Local Pensions Partnership Investment Ltd 0.62% Add +48.5% 389,000 $36.5M
Storebrand Asset Management As 0.09% Add +1.1% 377,216 $35.4M
Seven Grand Managers, LLC 2.86% Reduce -50.0% 375,000 $35.2M
Bank of Nova Scotia 0.06% Add +315.0% 374,572 $35.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +876.9% 362,775 $33.8M
National Pension Service 0.03% Add +2.3% 352,231 $33.0M
FIL Ltd 0.03% Add +24.1% 344,811 $32.3M
Port Capital LLC 1.34% Add +0.4% 343,450 $32.2M
Corient Private Wealth LP 0.05% Reduce -0.5% 341,736 $32.1M
Pictet Asset Management Holding SA 0.03% Reduce -8.8% 325,827 $30.6M
Holocene Advisors, LP 0.07% Reduce -46.7% 323,374 $30.3M
Giverny Capital 1.02% Add +0.2% 322,246 $30.2M
BNP Paribas Financial Markets 0.02% Reduce -42.9% 320,187 $30.0M
Ferguson Wellman Capital Management, Inc. 0.48% Reduce -0.3% 318,755 $29.9M
Squarepoint Ops LLC 0.06% Reduce -41.3% 316,472 $29.7M
Cresset Asset Management, LLC 0.13% Add +0.3% 308,980 $29.0M
Stifel Financial Corp. 0.03% Reduce -20.6% 308,515 $28.9M
Barr E S & Co. 1.55% Add +15630.4% 304,698 $28.6M
Confluence Investment Management LLC 0.40% Reduce -0.5% 298,360 $28.0M
PhiloSmith Capital Corp 7.62% Add +7.3% 292,450 $27.4M
Alliancebernstein L.P. 0.01% Add +11.4% 292,320 $27.4M
Vancity Investment Management Ltd 3.62% Reduce -0.8% 289,863 $27.2M
DF Dent & Co. Inc. 0.35% New 285,463 $26.8M
Prospector Partners LLC 3.22% Reduce -0.1% 281,622 $26.4M
Susquehanna Portfolio Strategies, LLC 0.42% New 281,531 $26.4M
Ameriprise Financial Inc. 0.01% Reduce -7.1% 281,421 $26.4M
Russell Investments Group, Ltd. 0.03% Add +81.5% 280,955 $26.3M
APG Asset Management N.V. 0.07% Reduce -22.8% 324,810 $25.9M
Credit Agricole S A 0.08% — 269,664 $25.3M
Capitolis Liquid Global Markets LLC 0.20% New 268,900 $25.2M
Truist Financial Corp. 0.03% Add +0.7% 268,138 $25.1M
D. E. Shaw & Co. 0.02% Reduce -54.5% 265,595 $24.9M
Allianz Asset Management GmbH 0.03% Reduce -10.2% 262,032 $24.6M
Quantum Capital Management, LLC / NJ 2.69% Add +169.1% 261,796 $24.6M
LPL Financial LLC 0.01% Reduce -5.0% 261,781 $24.6M
DekaBank Deutsche Girozentrale 0.04% No change 260,347 $24.2M
Citigroup Inc. 0.02% Reduce -38.1% 253,034 $23.7M
Kensico Capital Management Corp. 0.36% New 252,000 $23.6M
Renaissance Group LLC 0.88% Reduce -8.9% 250,065 $23.5M
Ghisallo Capital Management LLC 0.77% Reduce -88.1% 250,000 $23.4M
State Board of Administration of Florida Retirement System 0.04% Reduce -7.1% 243,298 $22.8M
Aware Super Pty Ltd as trustee of Aware Super 0.29% Add +25.0% 228,374 $21.4M
Aviva PLC 0.04% Add +43.8% 227,797 $21.4M
Candriam S.C.A. 0.11% Reduce -5.6% 217,538 $20.4M
New York State Teachers Retirement System 0.04% Reduce -3.0% 203,867 $19.1M
Motley Fool Wealth Management, LLC 1.29% Reduce -10.6% 202,822 $19.0M
Summit Wealth Partners, LLC 3.41% No change 201,700 $18.9M
Canada Pension Plan Investment Board 0.01% Add +2225.3% 193,391 $18.1M
National Bank of Canada 0.02% Reduce -8.0% 183,684 $17.2M
Whittier Trust Co. 0.20% Add +1.7% 180,445 $17.1M
Danske Bank A/S 0.04% Reduce -32.4% 182,563 $17.1M
Aberdeen Group plc 0.03% Add +8.3% 183,564 $17.1M
Osaic Holdings, Inc. 0.02% Add +177.7% 182,111 $17.0M
Commonwealth Equity Services, LLC 0.02% Add +7.1% 180,153 $16.9M
Baird Financial Group, Inc. 0.03% Add +0.3% 179,389 $16.8M
Wellington Management Group LLP 0.00% Add +43.9% 175,793 $16.5M
Distillate Capital Partners LLC 0.85% New 174,232 $16.3M
Victory Capital Management Inc. 0.01% Add +2.5% 173,285 $16.3M
Public Employees Retirement Association of Colorado 0.06% Reduce -32.3% 171,991 $16.1M
1832 Asset Management L.P. 0.03% Add +28.6% 170,540 $16.0M
Running Oak Capital LLC 1.76% Add +10.2% 167,571 $15.7M
Incline Global Management LLC 4.61% New 165,825 $15.6M
CANADA LIFE ASSURANCE Co 0.02% Reduce -1.6% 167,172 $15.5M
State of Wisconsin Investment Board 0.04% Reduce -7.0% 165,095 $15.5M
Sanctuary Advisors, LLC 0.09% Add +1.0% 158,426 $14.9M
Prudential Financial Inc. 0.02% Reduce -19.8% 155,566 $14.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +10.8% 152,138 $14.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Add +14.5% 149,543 $14.0M
Chevy Chase Trust Holdings, LLC 0.04% Add +1.1% 149,532 $14.0M
Ensign Peak Advisors, Inc 0.02% Reduce -13.4% 142,199 $13.3M
TD Asset Management Inc 0.01% Reduce -37.9% 139,719 $13.1M
Toronto Dominion Bank 0.03% Reduce -4.7% 139,050 $13.0M
Capital Fund Management S.A. 0.13% Add +238.4% 137,444 $12.9M
Handelsbanken Fonder AB 0.04% Reduce -89.2% 135,934 $12.7M
Sterling Capital Management LLC 0.19% Reduce -0.2% 134,572 $12.6M
Mattern Capital Management, LLC 1.46% Add +11.1% 132,379 $12.4M
Andra AP-fonden 0.16% Add +38.1% 132,304 $12.4M
Taikang Asset Management (Hong Kong) Co Ltd 1.37% New 130,978 $12.3M
Resona Asset Management Co.,Ltd. 0.06% Add +0.3% 128,228 $12.0M
New York State Common Retirement Fund 0.02% Reduce -1.9% 126,718 $11.9M
Treasurer of the State of North Carolina 0.04% Reduce -2.6% 125,436 $11.8M
Intech Investment Management LLC 0.10% Reduce -38.9% 125,004 $11.7M
Zimmer Partners, LP 0.29% Add +209.5% 125,000 $11.7M
OMERS ADMINISTRATION Corp 0.08% Add +26.5% 124,671 $11.7M
Janney Montgomery Scott LLC 0.03% Add +2.5% 123,865 $11.6M
Asset Management One Co., Ltd. 0.03% Add +15.5% 123,685 $11.6M
Franklin Resources Inc. 0.00% Add +2.3% 123,362 $11.6M
UMB Bank, n.a. 0.16% Add +1.0% 118,944 $11.2M
T. Rowe Price Investment Management, Inc. 0.01% Add +1522.8% 118,792 $11.1M
Rakuten Investment Management, Inc. 0.04% — 241,414 $10.7M
Vaughan David Investments LLC 0.23% No change 113,372 $10.6M
WINTON GROUP Ltd 0.40% Add +2469.1% 112,808 $10.6M
Quantinno Capital Management LP 0.03% Add +2.6% 111,504 $10.5M
Segall Bryant & Hamill, LLC 0.14% Reduce -2.5% 110,960 $10.4M
Bar Harbor Wealth Management 0.61% Reduce -31.2% 109,246 $10.2M
Lountzis Asset Management, LLC 3.32% Reduce -0.1% 108,600 $10.2M
Voya Investment Management LLC 0.01% Reduce -27.0% 108,200 $10.1M
Copeland Capital Management, LLC 0.21% Add +118.5% 108,103 $10.1M
Korea Investment CORP 0.02% Reduce -34.0% 107,950 $10.1M
Tower Bridge Advisors 1.00% Add +130.1% 105,138 $9.9M
Yousif Capital Management, LLC 0.11% Reduce -2.6% 104,954 $9.8M
State of New Jersey Common Pension Fund D 0.04% Add +30.4% 103,914 $9.7M
State of Tennessee, Department of Treasury 0.03% Add +28.5% 103,468 $9.7M
Guggenheim Capital LLC 0.07% Reduce -3.9% 102,074 $9.6M
KLP Kapitalforvaltning As 0.04% Add +0.5% 101,700 $9.5M
Spring Capital Management, LLC 4.62% Add +5.0% 100,510 $9.4M
WealthPlan Investment Management, LLC 0.62% Reduce -1.8% 99,139 $9.3M
Pictet North America Advisors SA 0.87% Reduce -0.5% 98,837 $9.3M
Millennium Management 0.01% Reduce -89.3% 98,699 $9.3M
Rafferty Asset Management, LLC 0.03% Add +4.7% 97,513 $9.1M
Creative Planning 0.01% Add +35.6% 95,180 $8.9M
Speece Thorson Capital Group Inc. 1.78% Reduce -1.1% 94,787 $8.9M
Cooper Investors PTY Ltd. 2.37% No change 92,540 $8.7M
First Merchants Corp. 0.33% Add +0.9% 91,904 $8.6M
Kennedy Capital Management LLC 0.19% Reduce -14.9% 91,003 $8.5M
Mn Services Vermogensbeheer B.V. 0.06% No change 91,000 $8.5M
Whittier Trust Co. of Nevada Inc. 0.18% Add +0.5% 88,645 $8.4M
Heron Bay Capital Management 1.56% Reduce -0.6% 89,341 $8.4M
US Bancorp \de 0.01% Reduce -1.4% 88,737 $8.3M
Lansforsakringar Fondforvaltning AB (publ) 0.04% No change 88,568 $8.3M
Lynwood Price Capital Management LP 4.13% Add +168.3% 88,000 $8.3M
Arizona State Retirement System 0.04% Add +2.5% 87,802 $8.2M
Motley Fool Asset Management LLC 0.34% Add +2.1% 87,663 $8.2M
ExodusPoint Capital Management, LP 0.12% Add +100.2% 87,650 $8.2M
Public Employees Retirement System of Ohio 0.03% Reduce -3.1% 87,159 $8.2M
Marks Group Wealth Management, Inc 0.76% Reduce -1.4% 86,667 $8.1M
Assenagon Asset Management S.A. 0.01% Reduce -91.0% 86,213 $8.1M
First Trust Advisors LP 0.01% Reduce -87.4% 81,309 $7.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% No change 79,697 $7.5M
State of Michigan Retirement System 0.04% Add +4.1% 79,251 $7.4M
Hantz Financial Services, Inc. 0.11% Reduce -13.8% 78,811 $7.4M
Ossiam 0.09% Add +1834.8% 77,586 $7.3M
BCM Advisors, LLC 1.46% Add +0.0% 88,258 $7.3M
CIBC Asset Management Inc 0.02% Reduce -21.9% 77,260 $7.2M
Cerity Partners LLC 0.01% Add +82.9% 76,985 $7.2M
Mariner, LLC 0.01% Add +44.8% 74,690 $7.0M
Czech National Bank 0.05% Add +8.6% 74,415 $7.0M
Jones Financial Companies LLLP 0.00% Add +46.4% 74,124 $7.0M
MetLife Investment Management, LLC 0.03% Add +1.6% 73,859 $6.9M
Neuberger Berman Group LLC 0.01% Add +64.9% 73,350 $6.9M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -26.1% 73,142 $6.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +17.6% 72,360 $6.8M
Atom Investors LP 0.50% Add +294.0% 70,910 $6.7M
2Xideas AG 1.40% New 70,685 $6.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +2.4% 70,360 $6.6M
GHP Investment Advisors, Inc. 0.28% New 70,041 $6.6M
Comerica Bank 0.02% Reduce -9.1% 68,337 $6.4M
Boston Trust Walden Corp 0.05% Add +1.1% 67,667 $6.3M
HWG Holdings LP 1.59% Reduce -8.1% 67,101 $6.3M
Jackson Hill Advisors, LLC 2.88% New 65,000 $6.1M
Public Sector Pension Investment Board 0.02% Add +9.7% 63,224 $5.9M
Cwm, LLC 0.02% Add +895.9% 62,545 $5.9M
Retirement Systems of Alabama 0.02% Add +2.5% 62,501 $5.9M
O'shaughnessy Asset Management, LLC 0.03% Add +17.3% 62,171 $5.8M
CIBC Private Wealth Group LLC 0.01% Reduce -95.7% 61,653 $5.8M
Citadel Advisors 0.00% Reduce -98.8% 60,451 $5.7M
Westbourne Investment Advisors, Inc. 1.57% New 59,964 $5.6M
NewEdge Advisors, LLC 0.03% Add +2.5% 59,078 $5.5M
Forsta Ap-Fonden 0.03% Add +27.7% 58,500 $5.5M
Amalgamated Bank 0.04% Add +14.1% 57,578 $5.4M
Benjamin Edwards Inc. 0.06% Reduce -4.1% 57,504 $5.4M
DNB Asset Management AS 0.02% Add +0.5% 57,482 $5.4M
Stonebridge Financial Group, LLC 0.47% Add +1.3% 56,323 $5.3M
Sawgrass Asset Management LLC 0.64% New 55,397 $5.2M
Wilson Asset Management (international) PTY Ltd. 1.26% No change 54,440 $5.1M
Schonfeld Strategic Advisors LLC 0.04% Reduce -83.5% 54,028 $5.1M
PNC Financial Services Group, Inc. 0.00% Add +13.7% 52,722 $4.9M
IFM Investors Pty Ltd 0.04% No change 52,258 $4.9M
Vaughan Nelson Investment Management, L.P. 0.04% Add +79.3% 52,225 $4.9M
Nisa Investment Advisors, LLC 0.02% Reduce -29.0% 49,426 $4.6M
Daiwa Securities Group Inc. 0.02% Add +36.2% 49,258 $4.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +43.3% 48,600 $4.6M
Arax Advisory Partners 0.07% Add +9467.5% 48,507 $4.5M
&partners 0.03% Reduce -4.5% 48,455 $4.5M
Silphium Asset Management Ltd 1.34% Add +20.1% 48,323 $4.5M
FJ Capital Management LLC 0.48% Add +33.0% 47,837 $4.5M
Park National Corp. 0.14% Reduce -10.6% 46,125 $4.3M
Utah Retirement Systems 0.04% Add +11.8% 46,062 $4.3M
Cetera Investment Advisers 0.01% Add +15.5% 45,499 $4.3M
Fuller & Thaler Asset Management, Inc. 0.01% Add +19.3% 45,284 $4.2M
Xponance LLC 0.03% Reduce -11.3% 45,045 $4.2M
KBC Group NV 0.01% Add +7.8% 44,821 $4.2M
Natixis 0.02% Reduce -54.5% 44,790 $4.2M
Police & Firemen's Retirement System of New Jersey 0.03% Add +6.7% 44,599 $4.2M
Leavell Investment Management, Inc. 0.18% Reduce -22.9% 44,307 $4.2M
Stephens Inc. 0.05% Add +72.6% 42,744 $4.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -7.5% 42,656 $4.0M
Kelleher Financial Advisors 0.99% No change 42,048 $3.9M
First National Bank of Omaha 0.25% Reduce -4.4% 41,751 $3.9M
Mutual of America Capital Management LLC 0.04% Reduce -3.2% 40,833 $3.8M
CIBC Bancorp USA Inc. 0.02% — 40,561 $3.8M
Teacher Retirement System of Texas 0.02% Reduce -44.8% 40,312 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +26.9% 40,077 $3.8M
Threadgill Financial, LLC 1.81% Add +13.4% 39,734 $3.7M
New York Life Investment Management LLC 0.03% Add +22.6% 39,728 $3.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -25.4% 39,634 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Add +20.6% 38,488 $3.6M
Brookstone Capital Management 0.04% Add +31.2% 38,394 $3.6M
Southeast Asset Advisors, LLC 0.39% Add +10.5% 37,699 $3.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -37.9% 36,848 $3.5M
Mogy Joel R Investment Counsel Inc. 0.19% Reduce -27.2% 36,697 $3.4M
WealthPLAN Partners, LLC 0.51% Add +2.5% 36,570 $3.4M
First National Advisers, LLC 0.46% Add +2.4% 36,098 $3.4M
Legacy Financial Strategies, LLC 0.61% Add +6.4% 35,984 $3.4M
Integrity Financial Corp 1.60% Add +0.0% 35,776 $3.4M
Ameriflex Group, Inc. 1.24% Add +100.0% 35,180 $3.3M
UniSuper Management Pty Ltd 0.02% Add +34.1% 34,545 $3.2M
DAVENPORT & Co LLC 0.02% Reduce -5.6% 34,073 $3.2M
Agf Management Ltd. 0.01% Add +21.9% 33,676 $3.2M
Independent Advisor Alliance 0.08% Add +1.1% 33,643 $3.2M
Oregon Public Employees Retirement Fund 0.04% Add +39.3% 33,552 $3.1M
Mercer Global Advisors Inc. 0.01% Add +183.8% 33,187 $3.1M
Thrivent Financial for Lutherans 0.01% Reduce -27.2% 32,925 $3.1M
Summit Financial, LLC 0.05% Reduce -3.5% 32,654 $3.1M
OP Asset Management Ltd 0.04% Add +6.4% 31,649 $3.0M
State of Alaska, Department of Revenue 0.03% Reduce -0.8% 31,248 $2.9M
AXA Investment Managers S.A. 0.01% — 31,219 $2.9M
U.S. Capital Wealth Advisors, LLC 0.08% Add +1.1% 31,104 $2.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -22.2% 31,019 $2.9M
Faithward Advisors, LLC 0.43% Add +0.8% 30,980 $2.9M
Empowered Funds, LLC 0.03% Add +4.2% 30,757 $2.9M
WCM Investment Management, LLC 0.01% Reduce -30.9% 30,798 $2.9M
HighTower Advisors, LLC 0.00% Reduce -22.3% 30,364 $2.8M
Roundview Capital LLC 0.18% Add +15.6% 30,282 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +85.9% 30,258 $2.8M
Penobscot Investment Management Company, Inc. 0.22% Add +1.6% 29,823 $2.8M
Panagora Asset Management Inc. 0.01% Add +95.8% 29,626 $2.8M
Elser Financial Planning, Inc 3.32% Reduce -0.1% 29,529 $2.8M
Coldstream Capital Management Inc. 0.04% Add +4.2% 29,232 $2.7M
MML Investors Services, LLC 0.01% Add +6.3% 29,209 $2.7M
Tredje AP-fonden 0.02% Add +53.9% 28,904 $2.7M
Cim, LLC 0.35% Add +5.7% 28,785 $2.7M
Crawford Investment Counsel Inc. 0.04% Add +11.3% 28,580 $2.7M
Susquehanna International Group, LLP 0.00% Reduce -72.8% 28,562 $2.7M
FORA Capital, LLC 0.47% New 28,463 $2.7M
Mackenzie Financial Corp. 0.00% Add +22.9% 28,276 $2.7M
Steward Partners Investment Advisory, LLC 0.02% Reduce -6.0% 28,207 $2.6M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -3.4% 27,596 $2.6M
Atria Investments, Inc 0.03% Reduce -26.8% 27,596 $2.6M
Mitchell Capital Management Co. 0.44% Reduce -16.1% 27,591 $2.6M
New Age Alpha Advisors, LLC 0.11% Reduce -2.6% 27,170 $2.5M
Advisory Services Network, LLC 0.04% Reduce -18.7% 27,083 $2.5M
Oak Thistle LLC 0.38% Add +330.4% 26,633 $2.5M
Ironwood Investment Counsel, LLC 0.36% Reduce -2.2% 26,463 $2.5M
NEOS Investment Management LLC 0.02% Add +52.3% 26,270 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.8% 26,161 $2.5M
Invst, LLC 0.28% Add +165.3% 26,043 $2.4M
Delta Global Management LP 0.18% New 26,028 $2.4M
Janus Henderson Group PLC 0.00% Reduce -67.5% 25,545 $2.4M
Davidson Kahn Capital Management, LLC 1.33% Add +61.1% 25,468 $2.4M
Wealthcare Advisory Partners LLC 0.05% Reduce -3.4% 25,464 $2.4M
Savant Capital, LLC 0.01% Reduce -1.4% 24,767 $2.3M
Dark Forest Capital Management LP 0.09% Add +246.9% 24,689 $2.3M
Pathstone Holdings, LLC 0.01% Add +2.5% 24,659 $2.3M
Peninsula Asset Management Inc. 1.19% Add +0.5% 24,630 $2.3M
Ethic Inc. 0.04% Reduce -18.2% 24,595 $2.3M
Capital International Sarl 0.04% Add +202.2% 24,270 $2.3M
Lombard Odier Asset Management (USA) Corp 0.61% Reduce -46.8% 24,231 $2.3M
Twinbeech Capital LP 0.09% New 24,186 $2.3M
Harbor Advisors LLC 0.35% No change 24,000 $2.3M
Salem Investment Counselors Inc. 0.06% Add +9.1% 24,000 $2.3M
Blair William & Co. 0.01% Add +5.7% 23,975 $2.2M
Rockefeller Capital Management L.P. 0.00% Add +37.6% 23,766 $2.2M
Tidal Investments LLC 0.01% Reduce -89.1% 23,673 $2.2M
C WorldWide Group Holding A/S 0.03% Add +9.9% 23,640 $2.2M
Pacer Advisors, Inc. 0.01% Reduce -29.3% 23,574 $2.2M
Achmea Investment Management B.V. 0.03% No change 23,410 $2.2M
D.A. Davidson & Co. 0.01% Reduce -2.2% 23,070 $2.2M
Bessemer Group Inc. 0.00% Add +9.2% 23,020 $2.2M
Hancock Whitney Corp. 0.04% No change 22,855 $2.1M
Schroder Investment Management Group 0.00% Add +31.6% 22,962 $2.1M
Two Sigma Investments, LP 0.00% Reduce -97.6% 22,749 $2.1M
QRG Capital Management, Inc. 0.03% Reduce -12.1% 22,701 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.9% 22,602 $2.1M
Avanza Fonder AB 0.05% No change 22,190 $2.1M
Glenmede Investment Management, LP 0.01% Add +33.0% 22,043 $2.1M
Mizuho Securities USA LLC 0.04% Add +10.2% 21,340 $2.1M
Jefferies Financial Group Inc. 0.02% Reduce -92.8% 21,508 $2.0M
Numerai GP LLC 0.28% Reduce -29.5% 21,456 $2.0M
GAM Holding AG 0.12% Add +80.8% 21,292 $2.0M
Mgo One Seven LLC 0.05% Reduce -35.5% 21,040 $2.0M
Cacti Asset Management LLC 0.13% No change 21,000 $2.0M
IFP Advisors, Inc 0.05% Reduce -0.1% 20,771 $1.9M
Prospera Financial Services Inc 0.03% Add +16.7% 20,714 $1.9M
CX Institutional 0.06% Add +1.3% 20,409 $1.9M
Fairbanks Capital Management, Inc. 1.04% Add +36.9% 20,376 $1.9M
Summit Trail Advisors, LLC 0.03% Add +214.5% 20,287 $1.9M
Swiss Life Asset Management Ltd 0.01% Add +13.4% 20,144 $1.9M
Hilltop Holdings Inc. 0.10% Reduce -1.6% 20,127 $1.9M
Fiduciary Trust Co 0.02% Reduce -0.9% 19,813 $1.9M
Trueblood Wealth Management, LLC 0.72% Add +2.0% 19,554 $1.8M
Kesler, Norman & Wride, LLC 0.36% Add +1.1% 17,951 $1.8M
Farringdon Capital, Ltd. 0.46% New 19,474 $1.8M
Crossmark Global Holdings, Inc. 0.03% Reduce -10.4% 19,014 $1.8M
Lido Advisors, LLC 0.01% Add +0.4% 18,823 $1.8M
Ostrum Asset Management 0.08% Add +176.5% 18,781 $1.8M
Marex Group Ltd 0.02% New 18,677 $1.8M
Freedom Day Solutions, LLC 0.47% Add +0.7% 18,632 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,618 $1.7M
Westwood Holdings Group Inc. 0.01% New 18,141 $1.7M
Ameritas Investment Partners, Inc. 0.05% Add +8.4% 18,118 $1.7M
Virtus Investment Advisers, LLC 0.48% Add +47.5% 17,859 $1.7M
Zacks Investment Management 0.01% Add +0.7% 17,854 $1.7M
HB Wealth Management, LLC 0.01% Add +26.9% 17,778 $1.7M
Los Angeles Capital Management LLC 0.01% Reduce -71.7% 17,752 $1.7M
Metis Global Partners, LLC 0.04% Add +3.0% 17,577 $1.6M
Brighton Jones LLC 0.04% Add +95.8% 17,564 $1.6M
Kentucky Retirement Systems 0.05% Add +14.5% 17,516 $1.6M
Benchmark Investment Advisors LLC 0.94% — 17,141 $1.6M
Logan Capital Management Inc. 0.07% Add +2.0% 17,269 $1.6M
Hartford Investment Management Co. 0.05% Add +2.1% 17,256 $1.6M
Nicholson Wealth Management Group, LLC 0.95% Add +16.6% 17,213 $1.6M
Ironvine Capital Partners, LLC 0.16% New 17,196 $1.6M
GenTrust, LLC 0.07% New 16,994 $1.6M
Oppenheimer Asset Management Inc. 0.02% Reduce -4.0% 16,959 $1.6M
Mirabella Financial Services LLP 0.14% Add +73.9% 16,844 $1.6M
Balyasny Asset Management L.P. 0.00% Reduce -99.6% 16,594 $1.6M
Evermay Wealth Management LLC 0.18% No change 16,495 $1.5M
Ieq Capital, LLC 0.00% New 16,375 $1.5M
Keybank National Association 0.01% Add +4.4% 15,932 $1.5M
Man Group plc 0.00% Reduce -81.7% 15,725 $1.5M
Cyndeo Wealth Partners, LLC 0.08% No change 15,598 $1.5M
Louisiana State Employees Retirement System 0.02% Add +4.0% 15,400 $1.4M
Gulf International Bank (UK) Ltd 0.05% Reduce -2.3% 15,358 $1.4M
Norinchukin Bank, The 0.02% Add +25.5% 15,276 $1.4M
Callan Family Office, LLC 0.05% Reduce -25.8% 15,179 $1.4M
Capital Investment Advisors, LLC 0.02% Add +2.2% 15,149 $1.4M
Choreo, LLC 0.02% Reduce -0.1% 15,045 $1.4M
Greenleaf Trust 0.01% Reduce -1.9% 14,940 $1.4M
AE Wealth Management LLC 0.01% Add +0.6% 14,335 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -3.8% 14,128 $1.3M
Parr McKnight Wealth Management Group, LLC 0.17% Add +15.4% 14,094 $1.3M
Focus Partners Wealth 0.00% Add +21.0% 13,985 $1.3M
Brant Point Investment Management LLC 0.29% Reduce -53.3% 14,000 $1.3M
Caitlin John, LLC 0.91% Add +7.8% 13,930 $1.3M
Federated Hermes, Inc. 0.00% Reduce -93.5% 13,911 $1.3M
Maryland State Retirement & Pension System 0.03% Add +3.8% 13,909 $1.3M
Investment Management Corp of Ontario 0.02% Add +93.6% 13,898 $1.3M
Pinebridge Investments, L.P. 0.01% Reduce -43.1% 13,834 $1.3M
ING Groep NV 0.01% Add +1.2% 13,721 $1.3M
SlateStone Wealth, LLC 0.11% No change 13,475 $1.3M
AG2R La Mondiale Gestion D'actifs 0.06% No change 10,986 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -9.6% 12,974 $1.2M
Cathy Pareto & Associates, Inc. 0.90% Add +0.1% 12,777 $1.2M
New Mexico Educational Retirement Board 0.04% Add +14.4% 12,700 $1.2M
Suncoast Equity Management 0.12% Add +1.6% 12,569 $1.2M
Wedbush Securities Inc. 0.04% Add +2.3% 12,142 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +4.4% 12,035 $1.1M
Cross Staff Investments Inc 0.79% No change 12,000 $1.1M
Wedge Capital Management L L P 0.02% Reduce -27.5% 11,937 $1.1M
Y-Intercept (Hong Kong) Ltd 0.03% New 11,790 $1.1M
Maridea Wealth Management LLC 0.17% New 12,537 $1.1M
CenterBook Partners LP 0.05% New 11,693 $1.1M
Compass Ion Advisors, LLC 0.11% Reduce -0.0% 11,670 $1.1M
Wealthfront Advisers LLC 0.00% Reduce -24.6% 11,605 $1.1M
Robeco Institutional Asset Management B.V. 0.00% Reduce -97.4% 11,587 $1.1M
E. Ohman J:or Asset Management AB 0.03% No change 11,570 $1.1M
Concurrent Investment Advisors, LLC 0.02% Add +19.2% 11,512 $1.1M
Polymer Capital Management (US) LLC 0.14% New 11,272 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -1.3% 11,256 $1.1M
Occidental Asset Management, LLC 0.13% Add +17.6% 11,138 $1.0M
Principal Securities, Inc. 0.02% Add +21.4% 11,132 $1.0M
Baker Avenue Asset Management, LP 0.03% Add +10.9% 11,131 $1.0M
Praxis Investment Management Inc. 0.06% Reduce -22.2% 11,103 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +11.2% 10,936 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +19.8% 10,895 $1.0M
B. Metzler seel. Sohn & Co. AG 0.01% Add +12.7% 10,878 $1.0M
Chaney Capital Management, Inc. 0.36% No change 10,864 $1.0M
Allstate Corp. 0.02% New 10,850 $1.0M
Monte Financial Group, LLC 0.37% Add +2.2% 10,801 $1.0M
Gilbert & Cook, Inc. 0.13% Add +16.3% 10,789 $1.0M
Prudential PLC 0.01% Add +153.3% 10,605 $995K
Greenfield Seitz Capital Management, LLC 0.32% No change 10,600 $994K
Engineers Gate Manager LP 0.01% Add +3.0% 10,570 $991K
Cannell & Spears LLC 0.02% Add +43.5% 10,548 $989K
Compound Planning, Inc. 0.03% Reduce -6.5% 10,530 $988K
Resonant Capital Advisors, LLC 0.06% Add +2.1% 10,247 $961K
Interval Partners, LP 0.02% Reduce -80.5% 10,094 $947K
Parkwoods Wealth Partners, LLC 0.32% Reduce -4.4% 10,061 $944K
Harmony Asset Management LLC 0.32% No change 10,000 $938K
Access Investment Management LLC 0.25% No change 10,000 $938K
Banque Cantonale Vaudoise 0.03% Add +389.9% 9,926 $931K
United Capital Financial Advisors, LLC 0.01% Add +190.8% 9,787 $918K
M&T Bank Corp 0.00% Reduce -36.3% 9,687 $908K
Raiffeisen Bank International AG 0.01% Add +2296.3% 9,585 $892K
Aptus Capital Advisors, LLC 0.01% Add +1.7% 9,491 $890K
Equitable Trust Co. 0.04% Reduce -28.7% 9,452 $887K
Thoroughbred Financial Services, LLC 0.05% No change 9,441 $885K
Vident Advisory, LLC 0.01% Add +4.0% 9,417 $883K
Tributary Capital Management, LLC 0.08% Reduce -13.5% 9,371 $879K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +4.4% 9,338 $876K
Simon Quick Advisors, LLC 0.04% Add +10.2% 9,311 $873K
Jane Street Group, LLC 0.00% New 9,259 $868K
Sfm, LLC 0.50% Add +13.1% 9,210 $864K
Glenview Trust Co 0.01% Reduce -2.1% 9,107 $854K
Machina Capital S.A.S. 0.15% New 9,075 $851K
Kestra Advisory Services, LLC 0.00% Add +53.6% 9,067 $850K
DRW Securities, LLC 0.04% Add +348.6% 8,950 $844K
Proficio Capital Partners LLC 0.06% Reduce -22.7% 8,997 $844K
Fifth Third Bancorp 0.00% Add +13.7% 8,978 $842K
Quantbot Technologies LP 0.02% Reduce -75.1% 8,915 $836K
Bank Pictet & Cie (Europe) AG 0.02% No change 8,890 $834K
Horizon Investments, LLC 0.01% Add +13.9% 8,813 $825K
GAMMA Investing LLC 0.05% Reduce -1.9% 8,770 $823K
Financial Enhancement Group LLC 0.11% Add +11.3% 8,428 $809K
Soros Fund Management 0.02% Reduce -99.2% 8,500 $797K
Keyes, Stange & Wooten Wealth Management, LLC 0.38% No change 8,273 $776K
CWC Advisors, LLC. 0.38% Add +131.1% 8,184 $768K
Federation des caisses Desjardins du Quebec 0.00% Reduce -23.8% 8,032 $753K
Merit Financial Group, LLC 0.01% Add +192.4% 7,996 $750K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +77.6% 7,905 $741K
Mufg Securities Americas Inc. 0.05% Add +27.2% 7,901 $741K
Manchester Capital Management LLC 0.10% Reduce -18.8% 7,797 $731K
Park Avenue Securities LLC 0.01% Add +0.0% 7,771 $729K
Commerce Bank 0.00% Reduce -13.1% 7,696 $722K
Summit Global Investments 0.04% New 7,666 $719K
Nomura Holdings Inc. 0.00% New 7,552 $708K
Hyperion Capital Advisors LP 0.38% No change 7,500 $703K
Holland Advisory Services, Inc. 0.95% Add +0.1% 7,391 $693K
Boothbay Fund Management, LLC 0.02% Reduce -67.3% 7,386 $693K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Add +13.1% 7,342 $689K
Vontobel Holding Ltd. 0.00% Add +49.7% 7,189 $674K
Hennion & Walsh Asset Management, Inc. 0.02% Add +24.3% 7,136 $669K
J.W. Cole Advisors, Inc. 0.01% Add +3.5% 7,069 $663K
Norden Group LLC 0.07% Reduce -20.7% 7,056 $662K
Hunter Associates Investment Management LLC 0.09% Reduce -7.9% 7,020 $661K
Siemens Fonds Invest GmbH 0.04% Add +11.6% 7,046 $661K
Silver Oak Securities, Incorporated 0.05% Add +119.3% 6,988 $655K
Atlas Legacy Advisors, LLC 0.13% Reduce -22.6% 6,981 $655K
Xcel Wealth Management, LLC 0.17% No change 6,834 $641K
Waverly Advisors, LLC 0.01% Add +55.6% 6,832 $641K
Brooklyn Investment Group 0.09% Add +0.8% 5,830 $639K
Moors & Cabot, Inc. 0.03% Add +2.1% 6,805 $638K
Henshaw Capital LLC 0.02% Reduce -42.9% 6,796 $637K
DSM Capital Partners LLC 0.01% New 6,777 $636K
Hohimer Wealth Management, LLC 0.09% New 6,756 $634K
Arkadios Wealth Advisors 0.02% Add +24.4% 6,727 $631K
Wealthspire Retirement, LLC 0.04% Add +0.1% 6,710 $629K
STRS Ohio 0.00% Add +1.3% 6,671 $626K
AlphaQuest LLC 0.04% Reduce -0.8% 6,625 $621K
Sound Financial Strategies Group, LLC 0.45% Reduce -1.6% 6,608 $620K
Fifth Third Wealth Advisors LLC 0.02% Add +253.4% 6,523 $612K
Advisory Alpha, LLC 0.02% Add +26.1% 6,545 $612K
Caerus Investment Advisors, LLC 0.25% New 6,501 $610K
Landscape Capital Management, L.L.C. 0.04% Reduce -50.3% 6,399 $600K
Hamilton Capital Partners Inc. 0.02% Add +188.4% 6,382 $599K
Journey Strategic Wealth LLC 0.02% Add +34.2% 6,273 $588K
BOK Financial Private Wealth, Inc. 0.04% Reduce -48.9% 6,169 $579K
Ascentis Independent Advisors 0.10% Add +10.1% 6,143 $576K
Studio Investment Management LLC 0.11% Add +3.9% 6,132 $575K
Radnor Capital Management, LLC 0.09% No change 6,055 $568K
Ashton Thomas Private Wealth, LLC 0.01% Add +36.0% 6,017 $564K
Quadrant Capital Group LLC 0.02% Add +170.1% 5,982 $561K
Global X Japan Co., Ltd. 0.05% Add +19.6% 5,970 $560K
Sunbelt Securities, Inc. 0.04% Add +1882.7% 5,948 $558K
S-Bank Fund Management Ltd 0.07% Reduce -1.3% 5,917 $555K
Rwa Wealth Partners, LLC 0.01% No change 5,888 $552K
Ascentis Wealth Management, LLC 0.13% Reduce -3.9% 5,873 $551K
Integrated Investment Consultants, LLC 0.09% Reduce -26.3% 5,869 $550K
Sowell Financial Services LLC 0.02% Add +3.5% 5,826 $546K
SevenBridge Financial Group, LLC 0.09% Add +4.3% 6,721 $539K
Allianz SE 0.01% New 5,680 $533K
Fidelis Capital Partners, LLC 0.04% Add +1.4% 5,658 $531K
Boreal Capital Management LLC 0.51% Add +36.2% 5,656 $530K
MUFG Securities EMEA plc 0.01% Add +577.3% 5,608 $526K
Canada Post Corp Registered Pension Plan 0.02% Add +64.2% 5,600 $521K
Mutual Advisors, LLC 0.01% Add +43.1% 5,855 $520K
Next Level Private LLC 0.15% Add +0.0% 5,432 $513K
Mayflower Financial Advisors, LLC 0.06% Reduce -0.0% 5,435 $510K
Element Capital Management LLC 0.71% Reduce -97.8% 5,375 $504K
Centennial Bank 0.20% Reduce -31.9% 5,324 $499K
Argonautica Private Wealth Management, Inc. 0.14% Reduce -0.5% 5,234 $491K
Advisor OS, LLC 0.04% No change 5,229 $490K
MJP Associates Inc. 0.06% Reduce -0.1% 5,215 $489K
Howland Capital Management LLC 0.02% No change 5,196 $487K
Vestcor Inc 0.01% No change 5,183 $486K
Huntington National Bank 0.00% Add +44.6% 5,150 $483K
Gen-Wealth Partners Inc 0.16% Add +7.6% 5,097 $478K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -2.0% 5,077 $476K
Phillips Financial Management, LLC 0.03% Add +22.8% 5,067 $475K
Illinois Municipal Retirement Fund 0.01% Reduce -77.7% 5,012 $470K
Venturi Wealth Management, LLC 0.02% Reduce -4.9% 5,008 $470K
Portside Wealth Group, LLC 0.06% Reduce -26.3% 4,929 $462K
Pine Valley Investments Ltd Liability Co 0.02% Add +8.0% 4,804 $451K
Klingman & Associates, LLC 0.02% Add +5.6% 4,751 $446K
Forum Financial Management, LP 0.01% Reduce -0.0% 4,727 $443K
Transcend Capital Advisors, LLC 0.03% Add +123.5% 4,677 $439K
American National Bank of Texas 0.41% — 4,647 $436K
Moment Partners, LLC 0.08% Add +3.0% 4,632 $434K
Revisor Wealth Management LLC 0.15% Reduce -0.4% 4,490 $434K
Forum Private Client Group LLC 0.15% Add +0.1% 4,599 $431K
Private Advisor Group, LLC 0.00% Add +8.9% 4,590 $430K
Gibbs Wealth Management 0.10% Reduce -66.9% 4,585 $430K
Gateway Investment Advisers LLC 0.00% Add +4.5% 4,435 $416K
CreativeOne Wealth, LLC 0.01% Reduce -0.5% 4,369 $410K
Trust Point Inc. 0.03% Add +3.9% 4,367 $410K
Phillips Wealth Planners LLC 0.34% Add +57.3% 4,319 $408K
Apriem Advisors 0.04% Add +0.1% 4,346 $408K
Tema ETFs LLC 0.03% New 4,293 $403K
Daiichi Life Insurance Co., Ltd. 0.01% No change 4,250 $399K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +4.6% 4,190 $393K
Profund Advisors LLC 0.01% Add +11.1% 4,184 $392K
ASR Vermogensbeheer N.V. 0.00% Reduce -1.1% 4,165 $391K
Means Investment Co., Inc. 0.03% Add +0.0% 4,152 $389K
Prevail Innovative Wealth Advisors, LLC 0.08% Reduce -54.1% 4,134 $388K
Brown Advisory Inc. 0.00% Add +1.3% 4,117 $386K
XTX Topco Ltd 0.02% Reduce -54.1% 4,107 $385K
Belpointe Asset Management LLC 0.01% Add +1.0% 4,096 $384K
Verdence Capital Advisors LLC 0.02% New 4,356 $382K
Washington Trust Bank 0.03% No change 4,070 $382K
Meeder Advisory Services, Inc. 0.02% Add +15.1% 4,037 $379K
NorthRock Partners, LLC 0.01% Add +63.2% 3,951 $371K
FourThought Financial Partners, LLC 0.03% Add +102.7% 3,917 $367K
Triangle Securities Wealth Management 0.08% Add +35.3% 3,871 $363K
Krilogy Financial LLC 0.01% New 4,610 $359K
Somerset Trust Co 0.11% Reduce -1.6% 3,822 $358K
River Wealth Advisors LLC 0.04% Add +0.1% 3,819 $358K
George Kaiser Family Foundation 0.05% No change 3,768 $353K
Prescott Group Capital Management, L.L.C. 0.04% No change 3,768 $353K
AssuredPartners Investment Advisors, LLC 0.08% New 3,761 $353K
Cary Street Partners Investment Advisory LLC 0.14% Add +88.4% 3,676 $345K
Pallas Capital Advisors LLC 0.01% New 3,674 $345K
Kingsview Wealth Management, LLC 0.01% Reduce -30.6% 3,654 $343K
Ballentine Partners, LLC 0.00% Reduce -0.5% 3,653 $343K
Unique Wealth, LLC 0.05% Add +1.5% 3,620 $339K
Jackson Thornton Wealth Management, LLC 0.03% New 3,508 $337K
Equitable Holdings, Inc. 0.00% Add +39.3% 3,573 $335K
W.H. Cornerstone Investments Inc. 0.20% No change 3,561 $334K
Great Valley Advisor Group, Inc. 0.01% Reduce -13.9% 3,563 $334K
Cynosure Group, LLC 0.04% No change 3,556 $334K
Strategy Asset Managers LLC 0.06% Reduce -67.3% 3,551 $333K
HighPoint Advisor Group LLC 0.02% Reduce -6.4% 3,547 $333K
Ascent Group, LLC 0.01% Reduce -32.4% 3,534 $331K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.65% Reduce -91.4% 3,488 $327K
RMR Capital Management, LLC 0.23% New 3,440 $323K
Kingswood Wealth Advisors, LLC 0.02% Add +8.2% 3,341 $313K
Baker Tilly Wealth Management, LLC 0.07% Add +4.1% 3,330 $312K
Dynamic Technology Lab Private Ltd 0.05% New 3,321 $311K
Sagespring Wealth Partners, LLC 0.01% Reduce -3.7% 3,315 $311K
Inspire Investing, LLC 0.03% Add +29.1% 3,305 $310K
Boston Family Office LLC 0.02% Add +35.2% 3,285 $308K
Regions Financial Corp. 0.00% Add +23.9% 3,259 $306K
Voleon Capital Management LP 0.01% Add +44.2% 3,258 $306K
Anchor Investment Management, LLC 0.03% No change 3,251 $305K
Checchi Capital Advisers, LLC 0.02% Reduce -7.4% 3,247 $305K
Capital Advisors Inc. 0.01% New 3,219 $302K
World Investment Advisors 0.01% Add +64.2% 3,209 $301K
Legacy Wealth Asset Management, LLC 0.07% Add +2.4% 3,195 $300K
Requisite Capital Management, LLC 0.05% New 3,165 $297K
Brendel Financial Advisors LLC 0.15% Reduce -5.0% 3,115 $292K
Palacios Wealth Management, LLC 0.19% New 3,105 $291K
Credit Capital Investments LLC 0.32% New 3,100 $291K
Stonebridge Capital Advisors LLC 0.02% Reduce -6.3% 3,100 $291K
Aigen Investment Management, LP 0.04% Reduce -84.4% 3,055 $287K
Tower Research Capital LLC (TRC) 0.01% Reduce -26.9% 3,027 $284K
Farther Finance Advisors, LLC 0.00% Add +2.9% 3,026 $284K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 3,001 $281K
SG Americas Securities, LLC 0.00% Reduce -79.1% 2,990 $280K
Orion Porfolio Solutions, LLC 0.00% Reduce -76.2% 2,984 $280K
Savvy Advisors, Inc. 0.01% New 2,983 $280K
Kathmere Capital Management, LLC 0.02% Reduce -11.8% 2,977 $279K
CWA Asset Management Group, LLC 0.01% Reduce -15.5% 2,956 $277K
Brighton Securities Corp. 0.14% Reduce -19.8% 2,946 $276K
Frank, Rimerman Advisors LLC 0.02% Reduce -3.7% 2,936 $275K
Vise Technologies, Inc. 0.01% Reduce -43.6% 2,935 $275K
Independent Financial Group, LLC 0.01% Reduce -39.4% 2,912 $273K
Operose Advisors LLC 0.07% No change 2,900 $272K
NorthCrest Asset Manangement, LLC 0.01% New 2,842 $272K
Citizens Financial Group Inc. 0.00% New 2,881 $270K
Mattern Wealth Management LLC 0.05% No change 2,878 $270K
Procyon Advisors, LLC 0.02% Reduce -20.6% 2,809 $263K
Focus Partners Advisor Solutions, LLC 0.00% New 3,150 $262K
Cigna Investments Inc. 0.04% Add +2.3% 2,799 $262K
Intrust Bank NA 0.02% Reduce -23.8% 2,755 $258K
Somerville Kurt F 0.04% No change 2,750 $258K
Mizuho Markets Americas LLC 0.01% Add +25.2% 2,745 $257K
Waddell & Associates, LLC 0.02% New 2,737 $257K
Trust Asset Management LLC 0.02% No change 2,729 $256K
Mechanics Bank Trust Department 0.04% Add +34.7% 2,715 $255K
Ewa, LLC 0.07% Reduce -2.0% 2,672 $251K
Quantum Portfolio Management LLC 0.07% Reduce -7.6% 2,664 $250K
Quantitative Investment Management, LLC 0.03% New 2,661 $249K
waypoint wealth counsel 0.10% New 2,625 $246K
Douglass Winthrop Advisors, LLC 0.00% Add +23.8% 2,600 $244K
Alliance Wealth Advisors, LLC 0.06% Reduce -12.6% 2,599 $244K
Clarius Group, LLC 0.01% Add +0.7% 2,598 $244K
First Affirmative Financial Network 0.11% Add +13.3% 2,597 $244K
Curi Capital, LLC 0.00% Reduce -41.7% 2,589 $243K
Perigon Wealth Management, LLC 0.00% New 2,572 $241K
Wallace Advisory Group, LLC 0.19% Reduce -36.5% 2,168 $240K
MAI Capital Management 0.00% Add +28.7% 2,533 $238K
Apollon Wealth Management, LLC 0.00% Reduce -3.2% 2,529 $237K
Moneta Group Investment Advisors LLC 0.00% Add +0.1% 2,525 $237K
EverSource Wealth Advisors, LLC 0.01% Add +139.7% 2,505 $235K
Mather Group, Llc. 0.00% Add +0.2% 2,501 $235K
Fulton Bank, N.A. 0.01% Add +8.8% 2,465 $231K
Callahan Advisors, LLC 0.02% No change 2,458 $231K
Patton Fund Management, Inc. 0.04% Reduce -86.6% 2,458 $231K
Allworth Financial LP 0.00% Reduce -55.6% 2,442 $229K
Argent Trust Co 0.01% Reduce -12.8% 2,435 $228K
Fullcircle Wealth LLC 0.08% Add +25.3% 2,875 $227K
CoreCap Advisors, LLC 0.01% Reduce -66.3% 2,412 $226K
Level Four Advisory Services, LLC 0.01% Add +0.4% 2,385 $224K
Covenant Partners, LLC 0.06% No change 2,383 $224K
MSH Capital Advisors LLC 0.06% Add +0.1% 2,381 $223K
Tiemann Investment Advisors, LLC 0.09% No change 2,380 $223K
Moss Adams Wealth Advisors LLC 0.02% New 2,351 $221K
Angeles Wealth Management, LLC 0.01% Reduce -6.3% 2,344 $220K
Evelyn Partners Investment Management Services Ltd 0.03% Add +1.8% 2,326 $218K
Lanark Financial, Inc. 0.02% Add +0.4% 2,324 $218K
Wedmont Private Capital 0.01% Reduce -16.6% 2,264 $216K
Ritholtz Wealth Management 0.00% Reduce -15.8% 2,304 $216K
Moloney Securities Asset Management, LLC 0.03% No change 2,296 $215K
Trinity Financial Advisors LLC 0.06% Add +0.0% 2,279 $214K
Tradition Wealth Management, LLC 0.02% Add +0.6% 2,225 $209K
Edmond DE Rothschild Holding S.A. 0.00% Add +20.0% 2,218 $208K
TD Private Client Wealth LLC 0.00% Add +408.7% 2,218 $208K
Commerzbank Aktiengesellschaft 0.00% Add +13.6% 2,217 $208K
Keel Point, LLC 0.01% New 2,212 $207K
Kavar Capital Partners Group, LLC 0.03% No change 2,188 $205K
Milestone Asset Management, LLC 0.04% New 2,148 $201K
RFP Financial Group LLC 0.08% Add +2.3% 1,970 $201K
B. Riley Wealth Advisors, Inc. 0.01% New 2,142 $201K
Legacy Financial Advisors, Inc. 0.03% New 2,142 $201K
Global Retirement Partners, LLC 0.00% Reduce -39.0% 2,104 $197K
Wealthspire Advisors, LLC 0.00% Reduce -11.8% 2,095 $197K
Parallel Advisors, LLC 0.00% Reduce -17.2% 2,076 $195K
Essential Partners LLC 0.06% Add +14592.9% 2,057 $193K
Quarry LP 0.05% Add +936.4% 2,052 $192K
ORG Partners LLC 0.04% Add +2.6% 2,047 $192K
Signaturefd, LLC 0.00% Add +9.8% 1,968 $185K
Johnson Financial Group, Inc. 0.01% Add +383.1% 1,913 $179K
Smithfield Trust Co 0.01% Reduce -13.2% 1,865 $175K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,801 $169K
Steph & Co. 0.05% Reduce -3.3% 1,758 $165K
Rothschild Investment LLC 0.01% Add +937.1% 1,732 $162K
Strategic Wealth Partners, Ltd. 0.01% Reduce -26.1% 1,482 $139K
Shell Asset Management Co. 0.01% Reduce -98.5% 1,453 $136K
Trust Co. of Vermont 0.01% No change 1,401 $131K
Penserra Capital Management LLC 0.00% Add +1.4% 1,344 $125K
Promus Capital, LLC 0.08% No change 1,323 $124K
Montag A & Associates Inc. 0.01% Add +2.5% 1,206 $113K
Private Wealth Asset Management, LLC 0.01% No change 1,134 $106K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% Reduce -87.1% 1,131 $106K
Caldwell Trust Co 0.01% Add +64.6% 1,113 $104K
SOA Wealth Advisors, LLC. 0.02% New 1,106 $104K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +29.3% 1,033 $97K
Private Trust Co. NA 0.01% Add +93.5% 1,014 $95K
Glen Eagle Advisors, LLC 0.01% No change 1,000 $94K
Covestor Ltd 0.05% Add +44.0% 975 $91K
Quent Capital, LLC 0.01% New 954 $90K
CI Investments Inc. 0.00% Reduce -13.1% 934 $88K
Assetmark, Inc. 0.00% Add +48.1% 923 $87K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.8% 883 $83K
Parkside Financial Bank & Trust 0.01% Add +10.1% 862 $81K
Catalyst Capital Advisors LLC 0.00% Reduce -97.6% 854 $80K
Investment Research & Advisory Group, Inc. 0.03% New 835 $80K
Larson Financial Group LLC 0.00% Reduce -38.9% 827 $78K
First Horizon Corp. 0.00% — 821 $77K
Caitong International Asset Management Co., Ltd 0.05% New 815 $76K
Blue Trust, Inc. 0.00% Reduce -6.8% 809 $76K
Orion Capital Management LLC 0.03% No change 807 $76K
Clearstead Advisors, LLC 0.00% Add +319.7% 768 $72K
Smartleaf Asset Management LLC 0.00% Add +36.9% 735 $68K
Cromwell Holdings LLC 0.04% Reduce -0.3% 721 $68K
Gables Capital Management Inc. 0.03% No change 668 $63K
Smallwood Wealth Investment Management, LLC 0.03% No change 668 $63K
Crews Bank & Trust 0.01% No change 655 $61K
Sentry Investment Management LLC 0.04% Reduce -6.2% 636 $61K
CYBER HORNET ETFs LLC 0.04% Add +3.6% 639 $60K
Wilmington Savings Fund Society, FSB 0.00% Reduce -18.4% 636 $60K
Leonteq Securities AG 0.00% Add +84.6% 635 $60K
Exchange Traded Concepts, LLC 0.00% Reduce -80.9% 632 $59K
Park Place Capital Corp 0.01% Reduce -22.2% 604 $57K
Curio Wealth, LLC 0.02% Reduce -50.0% 600 $56K
True Wealth Design, LLC 0.02% Add +4369.2% 581 $54K
Versant Capital Management, Inc 0.01% Reduce -22.6% 569 $53K
Asset Dedication, LLC 0.00% Add +6.7% 560 $53K
Generali Investments, Management Co LLC 0.01% No change 542 $51K
Central Pacific Bank - Trust Division 0.01% Add +14.7% 539 $51K
Cheviot Value Management, LLC 0.01% No change 600 $49K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.4% 517 $48K
Summit Securities Group LLC 0.02% Add +167.2% 505 $47K
Adirondack Trust Co. 0.01% New 459 $43K
Eastern Bank 0.00% Reduce -29.9% 433 $41K
First PREMIER Bank 0.01% No change 424 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 410 $38K
Cary Street Partners Financial LLC 0.00% Reduce -56.8% 403 $38K
Armstrong Advisory Group, Inc. 0.00% No change 400 $38K
Beaird Harris Wealth Management, LLC 0.00% No change 399 $37K
TFC Financial Management, Inc. 0.00% Reduce -0.3% 386 $36K
Bruce G. Allen Investments, LLC 0.02% Reduce -3.6% 320 $30K
Simplex Trading, LLC 0.00% Reduce -97.9% 303 $28K
GPS Wealth Strategies Group, LLC 0.00% Reduce -51.6% 285 $27K
GW&K Investment Management, LLC 0.00% Add +13.6% 276 $26K
SBI Securities Co., Ltd. 0.00% Reduce -20.9% 272 $26K
Darwin Wealth Management, LLC 0.01% No change 270 $25K
Bares Capital Management, Inc. 0.00% No change 259 $24K
Sound Income Strategies, LLC 0.00% No change 253 $24K
Hemington Wealth Management 0.00% Reduce -29.2% 259 $24K
Ancora Advisors LLC 0.00% Reduce -1.2% 242 $23K
CENTRAL TRUST Co 0.00% Add +322.8% 241 $23K
Root Financial Partners, LLC 0.00% New 240 $23K
Cornerstone Planning Group LLC 0.00% Add +423.1% 272 $22K
Kings Path Partners LLC 0.01% No change 231 $22K
State of Wyoming 0.00% New 218 $20K
TD Waterhouse Canada Inc. 0.00% Reduce -60.3% 219 $20K
Harbour Investments, Inc. 0.00% Reduce -82.2% 216 $20K
Capital Advisors, Ltd. LLC 0.00% Add +7.6% 213 $20K
Piscataqua Savings Bank 0.01% No change 204 $19K
St Germain D J Co. Inc. 0.00% Reduce -25.1% 200 $19K
JPL Wealth Management, LLC 0.00% New 199 $19K
Salomon & Ludwin, LLC 0.00% Add +2350.0% 196 $19K
Key Financial Inc 0.00% Add +5.3% 197 $18K
Solstein Capital, LLC 0.01% No change 192 $18K
Clearstead Trust, LLC 0.00% No change 189 $18K
Truvestments Capital LLC 0.00% Add +26.2% 188 $18K
Westside Investment Management, Inc. 0.00% Add +100.0% 182 $17K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -2.3% 167 $16K
Physician Wealth Advisors, Inc. 0.00% Add +2583.3% 161 $15K
Bokf, NA 0.00% Reduce -99.3% 156 $15K
JFS Wealth Advisors, LLC 0.00% No change 154 $14K
Frazier Financial Advisors, LLC 0.01% No change 150 $14K
Red Tortoise LLC 0.01% No change 147 $14K
SRH Advisors, LLC 0.00% No change 136 $13K
Rise Advisors, LLC 0.00% Add +3.9% 134 $13K
Colonial Trust Co / SC 0.00% Reduce -72.1% 130 $12K
Measured Wealth Private Client Group, LLC 0.00% New 127 $12K
Accredited Wealth Management, LLC 0.01% Reduce -66.1% 42 $12K
First Command Advisory Services, Inc. 0.00% Add +439.1% 124 $12K
Farmers & Merchants Investments Inc. 0.00% No change 120 $11K
Zions Bancorporation, National Association 0.00% New 116 $11K
Tompkins Financial Corp. 0.00% No change 111 $10K
Cullen/Frost Bankers, Inc. 0.00% Reduce -26.1% 105 $10K
CVA Family Office, LLC 0.00% Add +205.9% 104 $10K
Itau Unibanco Holding S.A. 0.00% Reduce -2.8% 103 $10K
Transamerica Financial Advisors, LLC 0.00% New 101 $9K
Whipplewood Advisors, LLC 0.01% Reduce -6.5% 100 $9K
HHM Wealth Advisors, LLC 0.00% No change 100 $9K
Spire Wealth Management 0.00% Reduce -5.0% 95 $9K
Duncker Streett & Co. Inc. 0.00% No change 93 $9K
Palisade Asset Management, LLC 0.00% New 92 $9K
Creative Financial Designs Inc. 0.00% Reduce -28.2% 89 $8K
Greykasell Wealth Strategies, Inc. 0.00% No change 88 $8K
MV Capital Management, Inc. 0.00% Add +54.4% 88 $8K
Private Wealth Management Group, LLC 0.00% Reduce -24.8% 85 $8K
MTM Investment Management, LLC 0.00% No change 85 $8K
Fortitude Family Office, LLC 0.00% Add +6.3% 85 $8K
Carolina Wealth Advisors, LLC 0.00% No change 84 $8K
Horizon Financial Services, LLC 0.00% Add +591.7% 83 $8K
Meeder Asset Management Inc. 0.00% Reduce -62.4% 83 $8K
First Pacific Financial 0.00% Add +11.8% 76 $7K
Activest Wealth Management 0.00% Add +63.6% 72 $7K
Optiver Holding B.V. 0.00% New 67 $6K
Millstone Evans Group, LLC 0.00% Reduce -8.4% 65 $6K
Howard Hughes Medical Institute 0.00% Add +21.6% 62 $6K
Sachetta, LLC 0.00% Add +60.5% 61 $6K
Wealth Watch Advisors, INC 0.00% New 61 $6K
City State Bank 0.00% No change 54 $5K
Bellevue Asset Management, LLC 0.00% Add +17.4% 54 $5K
First United Bank & Trust 0.00% Add +178.9% 53 $5K
AdvisorNet Financial, Inc 0.00% Add +12.8% 53 $5K
Hughes Financial Services, LLC 0.00% Reduce -18.2% 63 $5K
Tortoise Investment Management, LLC 0.00% Add +40.0% 49 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 48 $5K
Prestige Wealth Management Group LLC 0.00% No change 46 $4K
JDM Financial Group LLC 0.00% No change 45 $4K
Avion Wealth 0.00% Reduce -14.6% 47 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.6% 38 $4K
Abound Wealth Management 0.00% No change 39 $4K
Atlantic Union Bankshares Corp 0.00% No change 38 $4K
Copia Wealth Management 0.00% Reduce -50.0% 35 $3K
SouthState Bank Corp 0.00% Reduce -78.9% 35 $3K
Golden State Wealth Management, LLC 0.00% New 32 $3K
Financial Network Wealth Advisors LLC 0.00% Reduce -76.9% 31 $3K
Raffa Wealth Management, LLC 0.00% No change 31 $3K
WPG Advisers, LLC 0.00% New 28 $3K
Sittner & Nelson, LLC 0.00% No change 25 $2K
Bell Investment Advisors, Inc 0.00% Add +25.0% 25 $2K
Trifecta Capital Advisors, LLC 0.00% Reduce -61.3% 24 $2K
LRI Investments, LLC 0.00% No change 24 $2K
Marquette Asset Management, LLC 0.00% New 22 $2K
Cloud Capital Management, LLC 0.00% New 24 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 21 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -60.0% 20 $2K
Kilter Group LLC 0.00% Add +38.5% 18 $2K
Aspect Partners, LLC 0.00% New 18 $2K
Dunhill Financial, LLC 0.00% No change 17 $2K
SJS Investment Consulting Inc. 0.00% No change 17 $2K
Crowley Wealth Management, Inc. 0.00% No change 17 $2K
Financial Consulate, Inc. 0.00% New 15 $1K
DT Investment Partners, LLC 0.00% No change 15 $1K
Financial Management Professionals, Inc. 0.00% No change 14 $1K
Vermillion Wealth Management, Inc. 0.00% New 12 $1K
Wolff Wiese Magana LLC 0.00% No change 10 $938
Bogart Wealth, LLC 0.00% New 10 $938
Bay Harbor Wealth Management, LLC 0.00% Reduce -23.1% 10 $937
Quaker Wealth Management, LLC 0.00% Add +80.0% 9 $845
Avalon Trust Co 0.00% New 9 $845
HFM Investment Advisors, LLC 0.00% Reduce -22.2% 7 $657
Rialto Wealth Management, LLC 0.00% Add +40.0% 7 $657
WestEnd Advisors, LLC 0.00% Add +16.7% 7 $657
Retirement Wealth Solutions LLC 0.00% New 6 $563
United Community Bank 0.00% New 6 $563
Bare Financial Services, Inc 0.00% Reduce -25.0% 6 $563
Turning Point Benefit Group, Inc. 0.00% New 6 $556
North Capital, Inc. 0.00% New 5 $469
Seneschal Advisors, LLC 0.00% New 5 $469
American Capital Advisory, LLC 0.00% Reduce -28.6% 5 $469
Nvwm, LLC 0.00% New 5 $469
North Star Investment Management Corp. 0.00% New 5 $469
DecisionPoint Financial, LLC 0.00% No change 4 $372
Cape Investment Advisory, Inc. 0.00% New 3 $281
Davis Capital Management 0.00% — 3 $281
Rakuten Securities, Inc. 0.00% No change 1 $94
Y.D. More Investments Ltd 0.00% Add +2.8% 222 $63

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