BlackstoneBX

13F holders, Q4 2025 (December 31)
2,286holders +81
134new positions
162sold out
12famous investors
$154.02avg. 13F price*

At the end of Q4 2025, 2,286 institutions reported holding Blackstone Inc. (BX) in their 13F filings, up 81 from Q3 2025. 134 opened new positions and 162 sold out. The largest holders were Vanguard Group Inc. ($11.0B), BlackRock, Inc. ($7.9B) and Morgan Stanley ($5.1B). 12 famous investors held it, including Tom Gayner (1.5% of Markel Group's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).

Company
Blackstone Inc.
Sector
Finance
CUSIP
09260D107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,847Q1 2024Q2 2024: 1,861Q2 2024Q3 2024: 1,935Q3 2024Q4 2024: 2,134Q4 2024Q1 2025: 2,085Q1 2025Q2 2025: 2,112Q2 2025Q3 2025: 2,205Q3 2025Q4 2025: 2,286Q4 2025Q1 2026: 2,133Q1 2026Q2 2026: 2,155Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions134$610.9M
Exits162$372.6M

All 13F filers, Q3 2025 → Q4 2025: 28,033,830 shares bought and 35,900,765 shares sold, net −7,866,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,286 holders

Vanguard Group Inc. 0.16% Add +1.2% 71,667,695 $11.0B
BlackRock, Inc. 0.13% Add +1.6% 51,428,728 $7.9B
Morgan Stanley 0.30% Add +2.0% 32,862,165 $5.1B
State Street Corp. 0.16% Add +0.6% 31,542,009 $4.9B
JPMorgan Chase & Co. 0.21% Reduce -19.9% 19,965,337 $3.1B
Geode Capital Management, LLC 0.16% Reduce -8.6% 17,315,182 $2.7B
Capital World Investors 0.24% Reduce -27.8% 11,558,378 $1.8B
Bank of America Corp. 0.13% Reduce -3.2% 11,153,803 $1.7B
Royal Bank of Canada 0.22% Reduce -15.4% 8,294,006 $1.3B
Norges Bank 0.14% — 8,276,548 $1.3B
Janus Henderson Group PLC 0.56% Add +0.2% 8,252,293 $1.3B
Northern Trust Corp. 0.14% Reduce -2.1% 7,174,066 $1.1B
Capital Research Global Investors 0.18% Add +99.2% 6,381,767 $983.7M
Goldman Sachs Group Inc. 0.14% Add +15.2% 6,267,345 $966.0M
UBS Group AG 0.18% Reduce -11.8% 5,806,229 $895.0M
Edgewood Management LLC 4.22% Reduce -26.9% 5,752,922 $886.8M
Aristotle Capital Management, LLC 1.68% Reduce -4.7% 5,455,372 $840.9M
FMR LLC 0.04% Add +17.3% 5,227,373 $805.7M
Wells Fargo & Company 0.15% Reduce -2.7% 5,016,727 $773.3M
Legal & General Group Plc 0.16% Reduce -1.1% 4,628,508 $713.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +8.0% 4,381,300 $675.3M
Charles Schwab Investment Management Inc. 0.10% Add +2.0% 4,351,951 $670.8M
Bank of New York Mellon Corp 0.11% Add +4.5% 4,187,110 $645.4M
CIBC Private Wealth Group LLC 1.04% Reduce -1.5% 4,004,273 $617.2M
Neuberger Berman Group LLC 0.44% Reduce -4.0% 3,805,821 $586.6M
Capital International Investors 0.09% Reduce -31.4% 3,670,890 $565.8M
Amundi 0.13% Add +85.6% 2,709,345 $417.6M
Barclays PLC 0.16% Reduce -9.1% 2,530,367 $390.0M
Invesco Ltd. 0.04% Reduce -40.6% 2,439,936 $376.1M
Beck Mack & Oliver LLC 6.02% Reduce -0.2% 2,149,414 $331.3M
SurgoCap Partners LP 8.85% Add +31.0% 2,074,093 $319.7M
Deutsche Bank AG 0.10% Add +6.4% 2,037,033 $314.0M
Nuveen, LLC 0.08% Add +0.8% 2,022,550 $311.8M
Citadel Advisors 0.21% Add +328.8% 1,941,396 $299.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.26% Reduce -40.7% 1,877,553 $289.4M
Raymond James Financial Inc. 0.09% Reduce -0.1% 1,842,038 $283.9M
HSBC Holdings PLC 0.16% Add +6.7% 1,797,947 $277.6M
T. Rowe Price Associates Inc. 0.03% Add +9.1% 1,791,683 $276.2M
Fayez Sarofim & Co 0.64% Add +36.2% 1,730,442 $266.7M
HighTower Advisors, LLC 0.29% Reduce -2.0% 1,692,851 $260.9M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -1.5% 1,677,065 $258.5M
Jane Street Group, LLC 0.31% Add +4310.9% 1,652,679 $254.7M
National Pension Service 0.18% Add +7.8% 1,619,383 $249.6M
National Philanthropic Trust 2.44% Add +11.6% 1,603,820 $247.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +6.2% 1,554,151 $246.8M
BNP Paribas Financial Markets 0.15% Add +22.8% 1,493,170 $230.2M
Lazard Asset Management LLC 0.39% Reduce -59.0% 1,481,423 $228.3M
Ameriprise Financial Inc. 0.05% Reduce -55.0% 1,473,613 $226.7M
Dimensional Fund Advisors LP 0.05% Reduce -0.6% 1,425,549 $219.7M
Franklin Resources Inc. 0.05% Reduce -0.4% 1,400,994 $215.9M
Stifel Financial Corp. 0.19% Add +0.6% 1,373,100 $211.7M
Blair William & Co. 0.57% Add +0.5% 1,369,045 $211.0M
Focus Partners Wealth 0.23% Add +476.1% 1,324,168 $204.2M
Evercore Wealth Management, LLC 2.98% Reduce -1.2% 1,317,092 $203.0M
LPL Financial LLC 0.05% Reduce -1.0% 1,299,991 $200.4M
Rhumbline Advisers 0.16% Reduce -1.7% 1,285,176 $198.1M
Brown Advisory Inc. 0.27% Add +0.1% 1,237,227 $190.7M
Markel Group 1.51% No change 1,229,000 $189.4M
PNC Financial Services Group, Inc. 0.10% Reduce -2.3% 1,161,626 $179.1M
Heard Capital LLC 8.34% Add +6.2% 1,153,040 $177.7M
California State Teachers Retirement System 0.17% Reduce -0.8% 1,101,523 $169.8M
Cryder Capital Partners LLP 9.93% Add +34.6% 1,090,645 $168.1M
Bank of Montreal 0.07% Add +14.0% 1,051,150 $162.0M
Ensign Peak Advisors, Inc 0.27% Reduce -5.6% 1,002,554 $154.5M
Canada Pension Plan Investment Board 0.10% Reduce -2.0% 996,865 $153.7M
Natixis Advisors, LLC 0.22% Add +18.1% 992,449 $153.0M
Citigroup Inc. 0.10% Add +64.3% 976,084 $150.5M
Mackenzie Financial Corp. 0.17% Add +2.3% 925,158 $142.9M
New York State Common Retirement Fund 0.18% Add +0.2% 888,220 $136.9M
Balyasny Asset Management L.P. 0.27% Add +100.7% 883,485 $136.2M
Swiss Life Asset Management Ltd 0.69% Add +47.2% 872,480 $134.5M
Alliancebernstein L.P. 0.04% Add +0.2% 840,628 $129.6M
Advisors Capital Management, LLC 1.54% Add +3.1% 837,482 $129.1M
Credit Agricole S A 0.35% Add +15.4% 835,017 $128.7M
Rockefeller Capital Management L.P. 0.23% Add +13.4% 832,305 $128.3M
Principal Financial Group Inc. 0.06% Add +2.7% 824,641 $127.1M
First Financial Bankshares Inc 2.28% Add +2.1% 734,922 $113.3M
Aberdeen Group plc 0.17% Add +2.9% 724,986 $111.7M
NewEdge Wealth, LLC 1.25% Add +5.6% 714,702 $110.2M
John & Kathleen Schreiber Foundation 83.65% Reduce -14.0% 697,623 $107.5M
Bessemer Group Inc. 0.16% Reduce -8.4% 675,844 $104.2M
Janney Montgomery Scott LLC 0.23% Reduce -0.1% 661,648 $102.0M
Adage Capital Partners Gp, L.L.C. 0.15% Add +0.7% 656,700 $101.2M
Healthcare of Ontario Pension Plan Trust Fund 0.17% Reduce -8.0% 651,992 $100.5M
State Board of Administration of Florida Retirement System 0.18% Reduce -3.3% 642,750 $99.1M
Point72 Asset Management 0.16% New 634,970 $97.9M
National Bank of Canada 0.10% Add +3.9% 619,586 $95.5M
Douglas Lane & Associates, LLC 1.31% Reduce -2.1% 617,020 $95.1M
Nomura Asset Management International Inc. 0.14% — 612,941 $94.5M
Darlington Partners Capital Management, LP 3.69% No change 599,227 $92.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% Add +10.8% 590,211 $90.9M
Russell Investments Group, Ltd. 0.10% Add +17.8% 588,731 $90.8M
Commonwealth Equity Services, LLC 0.12% Reduce -10.0% 584,633 $90.1M
Baron Capital (BAMCO) 0.24% Reduce -5.9% 580,010 $89.4M
CANADA LIFE ASSURANCE Co 0.15% Add +5.5% 572,284 $88.3M
Fairview Capital Investment Management, LLC 4.39% Reduce -6.4% 554,600 $85.5M
Aviva PLC 0.14% Add +5.0% 553,937 $85.4M
New York State Teachers Retirement System 0.16% Reduce -1.5% 546,075 $84.2M
Millennium Management 0.06% Add +401.8% 539,485 $83.2M
Williams Jones Wealth Management, LLC. 0.92% Add +1.4% 527,947 $81.4M
Argent Capital Management LLC 2.31% Reduce -3.7% 527,678 $81.3M
Voya Investment Management LLC 0.09% Reduce -1.3% 504,389 $77.7M
Crestwood Advisors Group, LLC 1.29% Reduce -0.1% 501,260 $77.3M
Barr E S & Co. 3.97% Reduce -1.1% 495,254 $76.3M
Wealth Enhancement Advisory Services, LLC 0.10% Add +0.6% 465,613 $75.7M
Susquehanna International Group, LLP 0.10% Add +341.2% 487,630 $75.2M
Mariner, LLC 0.09% Add +2.0% 466,173 $71.9M
KBC Group NV 0.16% Add +0.9% 464,316 $71.6M
HRT Financial LP 0.22% New 447,706 $69.0M
Freestone Grove Partners LP 0.49% Add +69.2% 443,632 $68.4M
Sei Investments Co. 0.07% Reduce -2.6% 432,931 $66.7M
Bowen Hanes & Co. Inc. 1.67% Reduce -0.7% 431,407 $66.5M
Axiom Investors LLC 0.58% Reduce -25.0% 428,304 $66.0M
Manufacturers Life Insurance Company, The 0.05% Reduce -59.4% 422,812 $65.2M
Nomura Asset Management Co. Ltd. 0.16% Reduce -1.1% 422,198 $65.1M
Cerity Partners LLC 0.09% Add +7.4% 421,280 $64.9M
Bank of Nova Scotia 0.10% Reduce -19.7% 420,295 $64.8M
Corient Private Wealth LP 0.09% Reduce -2.0% 420,189 $64.8M
Capital Fund Management S.A. 0.60% Add +168.9% 411,941 $63.5M
PFA Pension, Forsikringsaktieselskab 0.18% — 406,540 $62.9M
Pictet Asset Management Holding SA 0.06% Add +29.7% 402,402 $62.0M
Osaic Holdings, Inc. 0.09% Reduce -11.8% 396,855 $61.2M
Lord, Abbett & Co. LLC 0.19% No change 390,383 $60.2M
Creative Planning 0.04% Add +1.0% 387,081 $59.7M
Compagnie Lombard Odier SCmA 0.64% Reduce -11.7% 384,440 $59.3M
State of Wisconsin Investment Board 0.13% Reduce -10.8% 381,906 $58.9M
Jain Global LLC 0.59% Add +605.8% 376,583 $58.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.81% Add +10.8% 376,390 $58.0M
Chevy Chase Trust Holdings, LLC 0.16% Reduce -0.7% 376,125 $58.0M
Whittier Trust Co. 0.62% Add +2.3% 354,189 $57.6M
Meitav Investment House Ltd. 0.65% Add +8.8% 367,245 $56.6M
Cetera Investment Advisers 0.06% Reduce -2.8% 362,853 $55.9M
Fishman Jay A Ltd. 4.55% Reduce -1.8% 358,762 $55.3M
Prudential Financial Inc. 0.07% Reduce -16.4% 353,347 $54.5M
Walnut Private Equity Partners, LLC 31.64% Add +1.5% 352,817 $54.4M
Schroder Investment Management Group 0.04% Reduce -4.7% 347,500 $53.8M
Asset Management One Co., Ltd. 0.15% Add +1.1% 343,362 $53.3M
Partners Group Holding AG 3.48% Add +6.2% 334,073 $51.5M
Randolph Co Inc 4.82% Add +0.1% 326,400 $50.3M
APG Asset Management N.V. 0.14% Reduce -6.8% 382,454 $50.2M
Toronto Dominion Bank 0.09% Reduce -42.2% 325,335 $50.1M
Algebris (uk) Ltd. 3.96% New 320,179 $49.4M
Commerce Bank 0.27% Reduce -4.7% 316,515 $48.8M
Allen Investment Management, LLC 0.54% Reduce -2.7% 315,988 $48.7M
Kimelman & Baird, LLC 3.72% Reduce -1.0% 313,775 $48.4M
TrinityBridge Ltd 1.07% Reduce -72.6% 312,232 $48.1M
Envestnet Asset Management Inc. 0.01% Reduce -32.6% 311,875 $48.1M
Treasurer of the State of North Carolina 0.15% Reduce -5.6% 310,791 $47.9M
Woodline Partners LP 0.19% Add +218.8% 310,581 $47.9M
Public Employees Retirement System of Ohio 0.14% Add +1.8% 301,426 $46.5M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -4.6% 300,105 $46.3M
Stephens Inc. 0.57% Reduce -2.4% 296,169 $45.7M
Danske Bank A/S 0.10% Add +12.4% 291,856 $45.0M
Northwestern Mutual Wealth Management Co. 0.03% Add +1.8% 289,027 $44.6M
AQR Capital Management 0.02% Add +38.3% 288,334 $44.4M
TD Asset Management Inc 0.04% Add +5.2% 285,482 $44.0M
Korea Investment CORP 0.09% Add +0.7% 283,983 $43.8M
Howard Capital Management Group, LLC 2.73% Reduce -2.8% 280,438 $43.2M
Storebrand Asset Management As 0.12% Reduce -9.9% 280,163 $43.2M
Moody LYNN Lieberson & Walker, LLC 2.28% Reduce -3.2% 278,652 $43.0M
Handelsbanken Fonder AB 0.13% Add +4.1% 275,030 $42.4M
Country Trust Bank 0.76% Add +33.3% 271,880 $41.9M
Cambridge Investment Research Advisors, Inc. 0.11% Add +2.2% 268,256 $41.3M
Boussard & Gavaudan Investment Management LLP 6.21% New 265,000 $41.0M
KLP Kapitalforvaltning As 0.16% Add +2.5% 266,000 $41.0M
DNB Asset Management AS 0.14% Reduce -1.6% 263,404 $40.6M
MFF Capital Investments Ltd 2.47% — 261,801 $40.4M
Jennison Associates LLC 0.02% Add +0.0% 261,761 $40.3M
Allspring Global Investments Holdings, LLC 0.06% Add +8.6% 249,009 $39.5M
Adell Harriman & Carpenter Inc. 2.35% Add +0.1% 255,293 $39.4M
State of Tennessee, Department of Treasury 0.13% Reduce -10.0% 274,408 $39.1M
State of New Jersey Common Pension Fund D 0.14% Reduce -0.7% 252,627 $38.9M
Aureus Asset Management, LLC 2.46% Add +5.2% 250,991 $38.7M
Alyeska Investment Group, L.P. 0.11% Add +276.5% 249,801 $38.5M
CIBC Asset Management Inc 0.09% Add +41.1% 249,335 $38.4M
Silvercrest Asset Management Group LLC 0.26% Reduce -0.4% 247,649 $38.2M
Castleark Management LLC 1.11% Add +2.1% 244,268 $37.7M
ARS Investment Partners, LLC 2.20% Add +21.7% 244,206 $37.6M
Weiss Asset Management LP 0.68% Add +4303.5% 244,131 $37.6M
Highlander Partners, L.P. 13.50% No change 244,000 $37.6M
Worldquant Millennium Advisors LLC 0.15% Add +2.7% 243,248 $37.5M
Prospera Financial Services Inc 0.60% Add +0.8% 237,072 $36.5M
Prana Capital Management, LP 1.32% New 236,191 $36.4M
Lansforsakringar Fondforvaltning AB (publ) 0.18% Add +3.5% 235,902 $36.4M
Private Advisor Group, LLC 0.17% Add +1.0% 235,555 $36.3M
Quantinno Capital Management LP 0.07% Add +25.0% 234,490 $36.1M
TD Waterhouse Canada Inc. 0.22% Add +6.3% 234,240 $36.1M
Victory Capital Management Inc. 0.02% Add +0.3% 233,848 $36.0M
Ieq Capital, LLC 0.11% Reduce -5.8% 233,692 $36.0M
Baldwin Wealth Partners LLC 2.30% Reduce -0.3% 233,330 $36.0M
Swedbank AB 0.03% Add +1.1% 231,289 $35.7M
First Trust Advisors LP 0.03% Add +223.0% 229,692 $35.4M
Rafferty Asset Management, LLC 0.12% Reduce -7.7% 228,279 $35.2M
CapitalatWork S.A. 1.08% Add +5.9% 228,165 $35.2M
Baltimore-Washington Financial Advisors, Inc. 1.47% Add +2.0% 227,877 $35.1M
Bahl & Gaynor LLC 0.17% Reduce -0.2% 224,216 $34.6M
Comerica Bank 0.14% Add +1.7% 224,025 $34.5M
Kestra Advisory Services, LLC 0.14% Add +34.1% 223,991 $34.5M
Truist Financial Corp. 0.05% Reduce -3.0% 222,314 $34.3M
Resona Asset Management Co.,Ltd. 0.16% Reduce -2.6% 220,031 $34.0M
Integrated Advisors Network LLC 1.50% Add +1.6% 219,776 $33.9M
Chicago Partners Investment Group LLC 0.82% Add +0.9% 221,116 $33.3M
MetLife Investment Management, LLC 0.16% Reduce -2.1% 212,842 $32.8M
Skandinaviska Enskilda Banken AB (publ) 0.13% Reduce -1.0% 211,502 $32.8M
KCM Investment Advisors LLC 1.06% Reduce -3.8% 212,406 $32.7M
Mercer Global Advisors Inc. 0.05% Add +81.4% 208,161 $32.1M
Northeast Investment Management 1.25% Add +0.0% 207,513 $32.0M
Sequoia Financial Advisors, LLC 0.18% Add +6.6% 206,498 $31.8M
Arizona State Retirement System 0.17% Reduce -3.1% 206,393 $31.8M
SG Americas Securities, LLC 0.04% Add +125.8% 202,763 $31.3M
Visualize Group LP 11.56% Add +7.5% 200,827 $31.0M
Clearbridge Investments, LLC 0.02% Add +0.9% 198,640 $30.6M
Natixis 0.12% Reduce -7.2% 196,330 $30.3M
Rothschild Investment LLC 1.66% Reduce -1.6% 195,947 $30.2M
Pinnacle Associates Ltd. 0.39% Reduce -4.5% 195,532 $30.1M
Czech National Bank 0.19% Add +4.0% 194,718 $30.0M
State of Michigan Retirement System 0.14% Reduce -3.0% 193,300 $29.8M
STRS Ohio 0.11% Reduce -2.3% 193,084 $29.8M
Archon Partners LLC 3.06% No change 190,000 $29.3M
Midwest Trust Co 0.36% Add +4.9% 188,801 $29.1M
Sanctuary Advisors, LLC 0.16% Reduce -33.5% 188,500 $29.1M
Public Sector Pension Investment Board 0.10% Reduce -45.3% 188,026 $29.0M
Guggenheim Capital LLC 0.21% Add +2.7% 187,628 $28.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +1.8% 187,571 $28.9M
Destination Wealth Management 0.76% Add +1.2% 187,251 $28.9M
Xponance LLC 0.22% Add +6.7% 186,538 $28.8M
Captrust Financial Advisors 0.05% Add +6.1% 182,658 $28.2M
Voloridge Investment Management, LLC 0.10% New 182,067 $28.1M
Susquehanna Fundamental Investments, LLC 0.96% New 181,916 $28.0M
J. L. Bainbridge & Co., Inc. 2.27% Add +0.7% 179,722 $27.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -3.0% 171,768 $26.5M
Cibc World Market Inc. 0.05% Add +4.1% 169,115 $26.1M
Welch Capital Partners LLC 5.22% No change 168,826 $26.0M
Capital Advisors Inc. 0.42% Add +2.0% 168,427 $26.0M
Capitolis Liquid Global Markets LLC 0.15% Reduce -46.5% 167,947 $25.9M
Federation des caisses Desjardins du Quebec 0.10% Add +12.6% 167,775 $25.9M
Liontrust Investment Partners LLP 0.38% Add +43.2% 166,425 $25.7M
ProShare Advisors LLC 0.04% Add +8.8% 164,955 $25.4M
First Long Island Investors, LLC 1.86% Add +0.7% 164,891 $25.4M
Enstar Group LTD 9.80% New 164,428 $25.3M
Amalgamated Bank 0.18% Reduce -1.5% 163,771 $25.2M
Chilton Investment Co. Inc. 0.53% Reduce -0.2% 163,704 $25.2M
MML Investors Services, LLC 0.06% Reduce -5.9% 162,243 $25.0M
Forsta Ap-Fonden 0.15% Reduce -10.9% 160,300 $24.7M
Border to Coast Pensions Partnership Ltd 0.43% Add +28.0% 160,000 $24.7M
North Star Investment Management Corp. 1.55% Add +0.0% 160,039 $24.7M
Retirement Systems of Alabama 0.08% Reduce -0.1% 157,093 $24.2M
Van Eck Associates Corp. 0.02% Add +23.9% 156,507 $24.1M
Wellington Shields Capital Management, LLC 3.50% Add +5.3% 155,756 $24.0M
CI Investments Inc. 0.11% Reduce -7.6% 155,573 $24.0M
Gabelli Funds LLC 0.16% Reduce -7.5% 155,268 $23.9M
Edgemoor Investment Advisors, Inc. 1.85% Add +1.0% 153,852 $23.7M
DekaBank Deutsche Girozentrale 0.04% No change 180,044 $23.6M
Evelyn Partners Investment Management LLP 0.65% Add +2.7% 153,033 $23.6M
Royal London Asset Management Ltd. 0.05% Reduce -23.5% 152,178 $23.5M
Empowered Funds, LLC 0.40% Add +41.8% 150,983 $23.3M
D.A. Davidson & Co. 0.14% Reduce -6.9% 149,097 $23.0M
BW Gestao de Investimentos Ltda. 0.81% Add +345.0% 148,776 $22.9M
Baird Financial Group, Inc. 0.04% Reduce -31.8% 148,187 $22.8M
US Bancorp \de 0.03% Reduce -9.3% 148,054 $22.8M
Varma Mutual Pension Insurance Co 0.14% Add +5.4% 146,100 $22.5M
Whittier Trust Co. of Nevada Inc. 0.47% Reduce -1.6% 138,159 $22.5M
Schonfeld Strategic Advisors LLC 0.11% Add +547.1% 145,554 $22.4M
First Manhattan Co. Llc. 0.06% Add +0.4% 144,823 $22.3M
T. Rowe Price Investment Management, Inc. 0.01% New 144,465 $22.3M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +19.4% 144,300 $22.2M
Jones Financial Companies LLLP 0.01% Add +17.4% 143,913 $22.2M
Cullen/Frost Bankers, Inc. 0.24% Reduce -2.1% 142,064 $21.9M
Macquarie Group Ltd. 0.10% Reduce -78.6% 142,022 $21.9M
Texas Yale Capital Corp. 0.66% Reduce -2.1% 141,939 $21.9M
Leavell Investment Management, Inc. 0.91% Reduce -4.5% 141,854 $21.9M
Moran Wealth Management, LLC 0.67% Reduce -3.0% 141,211 $21.8M
Torray Investment Partners LLC 3.30% Add +1.8% 139,547 $21.5M
IFM Investors Pty Ltd 0.18% Add +1.8% 137,930 $21.3M
Qube Research & Technologies Ltd 0.03% New 135,178 $20.8M
One Madison Group LLC 2.40% No change 135,000 $20.8M
O'shaughnessy Asset Management, LLC 0.11% Add +2.5% 133,353 $20.6M
Teacher Retirement System of Texas 0.07% Add +17.8% 132,603 $20.4M
Gillson Capital LP 1.34% Add +30.3% 132,600 $20.4M
Apollon Wealth Management, LLC 0.35% Reduce -0.4% 131,936 $20.3M
Nisa Investment Advisors, LLC 0.07% Reduce -8.1% 131,277 $20.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Add +24.6% 130,798 $20.2M
Perryman Financial Advisory Inc. 2.92% — 128,883 $19.9M
Cresset Asset Management, LLC 0.08% Add +84.5% 128,868 $19.9M
Choreo, LLC 0.25% Reduce -3.2% 127,669 $19.8M
Oppenheimer & Co. Inc. 0.28% Add +0.8% 127,818 $19.7M
Waverly Advisors, LLC 0.16% Add +313.2% 127,273 $19.6M
Amplius Wealth Advisors, LLC 1.64% Add +0.8% 126,826 $19.5M
Ofi Invest Asset Management 0.28% New 147,370 $19.3M
Daiwa Securities Group Inc. 0.06% Add +2.3% 123,521 $19.0M
Utah Retirement Systems 0.18% Add +0.4% 121,450 $18.7M
Lido Advisors, LLC 0.07% Reduce -1.7% 112,198 $18.6M
WASHINGTON TRUST Co 0.61% Reduce -1.1% 120,412 $18.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.15% Add +1.4% 119,272 $18.4M
Pinebridge Investments LLC 0.13% — 118,183 $18.2M
USS Investment Management Ltd 0.09% Add +0.1% 117,822 $18.2M
Allianz Asset Management GmbH 0.02% Reduce -20.5% 117,154 $18.1M
SouthState Bank Corp 0.81% Reduce -0.5% 117,052 $18.0M
Foundations Investment Advisors, LLC 0.24% Add +23.1% 116,996 $18.0M
Capital International, Inc. 0.14% Reduce -31.5% 115,938 $17.9M
Kids Capital Management, L.P. 13.65% No change 115,000 $17.7M
Neville Rodie & Shaw Inc. 1.25% Reduce -16.5% 114,711 $17.7M
GAMCO Investors 0.17% Add +1.2% 114,648 $17.7M
Police & Firemen's Retirement System of New Jersey 0.15% Reduce -3.7% 113,532 $17.5M
QRG Capital Management, Inc. 0.19% Add +3.5% 112,624 $17.4M
Concurrent Investment Advisors, LLC 0.20% Add +148.3% 112,500 $17.3M
Fort Sheridan Advisors LLC 2.20% Add +0.1% 112,352 $17.3M
Princeton Global Asset Management LLC 2.80% Add +12.2% 112,149 $17.3M
Stratos Wealth Advisors, LLC 0.84% Add +0.3% 112,035 $17.3M
Moore Capital Management, LP 0.37% Add +33.3% 111,680 $17.2M
SOL Capital Management CO 1.51% Add +1.2% 109,202 $16.8M
Mirador Capital Partners LP 2.30% Add +1.2% 109,046 $16.8M
Wellington Management Group LLP 0.00% Reduce -19.2% 108,848 $16.8M
&partners 0.09% Add +6.7% 108,302 $16.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Add +11.1% 107,864 $16.7M
NewEdge Advisors, LLC 0.06% Add +22.4% 106,482 $16.4M
Jefferies Financial Group Inc. 0.14% Reduce -53.0% 105,246 $16.2M
Fidelity National Financial, Inc. 0.49% New 105,000 $16.2M
Atlantic Union Bankshares Corp 0.30% Add +1.4% 104,500 $16.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.14% — 103,230 $15.9M
Parsons Capital Management Inc. 0.87% Reduce -3.2% 102,766 $15.8M
Cibc World Markets Corp. 0.08% — 102,676 $15.8M
New York Life Investment Management LLC 0.13% Add +1.1% 101,162 $15.6M
Steward Partners Investment Advisory, LLC 0.09% Add +1.1% 101,140 $15.6M
Vanguard Personalized Indexing Management, LLC 0.15% Add +9.0% 100,951 $15.6M
NEOS Investment Management LLC 0.09% Add +8.4% 100,630 $15.5M
Appleton Partners Inc. 1.00% Add +0.8% 98,758 $15.2M
Rakuten Investment Management, Inc. 0.05% Add +667.5% 97,085 $15.1M
Jamison Private Wealth Management, Inc. 1.88% Add +1.0% 97,672 $15.1M
Pathstone Holdings, LLC 0.06% Reduce -1.8% 95,603 $14.9M
Equitable Holdings, Inc. 0.10% Add +3.4% 95,804 $14.8M
11 Capital Partners LP 4.38% Add +23.2% 95,626 $14.7M
M&T Bank Corp 0.05% Reduce -9.6% 95,078 $14.7M
Scotia Capital Inc. 0.06% Reduce -21.7% 94,767 $14.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +1.3% 94,647 $14.6M
Yarbrough Capital, LLC 0.45% No change 94,255 $14.5M
Public Employees Retirement Association of Colorado 0.05% Add +0.0% 94,059 $14.5M
Calamos Advisors LLC 0.09% Reduce -3.9% 93,682 $14.4M
Burling Wealth Partners, LLC 2.23% Add +0.2% 93,220 $14.4M
Nissay Asset Management Corp. /Japan 0.07% Add +2.0% 92,885 $14.3M
Colonial Trust Advisors 1.07% Add +3.9% 92,009 $14.2M
Vantage Investment Partners, LLC 0.94% Reduce -0.0% 91,505 $14.1M
B. Metzler seel. Sohn & Co. AG 0.12% Reduce -16.0% 91,014 $14.0M
St Germain D J Co. Inc. 0.54% Reduce -1.4% 90,943 $14.0M
Bleichroeder LP 2.46% No change 90,750 $14.0M
Jacobson & Schmitt Advisors, LLC 2.35% Add +16.1% 90,476 $13.9M
Becker Capital Management Inc. 0.40% Reduce -0.8% 90,319 $13.9M
Chesley Taft & Associates LLC 0.55% Reduce -2.7% 90,275 $13.9M
Sargent Investment Group, LLC 1.74% Reduce -7.0% 90,101 $13.9M
Canal Capital Management, LLC 1.96% Add +2.9% 89,753 $13.8M
Prime Capital Investment Advisors, LLC 0.17% Add +1.7% 89,382 $13.8M
Galvin, Gaustad & Stein, LLC 1.08% Reduce -5.7% 88,377 $13.6M
Eurizon Capital SGR S.p.A. 0.04% — 88,162 $13.6M
United Capital Financial Advisors, LLC 0.08% Add +37.0% 87,892 $13.5M
Griffin Asset Management, Inc. 1.46% Add +6.1% 87,759 $13.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.88% No change 87,585 $13.5M
Adalta Capital Management LLC 6.01% Add +0.8% 87,391 $13.5M
Pinnacle Financial Partners, Inc. 0.10% — 86,904 $13.4M
Strategic Wealth Partners, Ltd. 0.90% Add +2.0% 85,205 $13.1M
Trexquant Investment LP 0.12% New 84,849 $13.1M
Oregon Public Employees Retirement Fund 0.17% Add +0.4% 84,558 $13.0M
Elo Mutual Pension Insurance Co 0.20% Add +30.6% 83,911 $12.9M
Consolidated Investment Group LLC 1.54% No change 83,289 $12.8M
American Century Companies Inc. 0.01% Reduce -6.1% 83,247 $12.8M
Cozad Asset Management Inc. 0.99% Reduce -9.4% 83,141 $12.8M
Howland Capital Management LLC 0.49% Add +50.9% 83,004 $12.8M
Montaka Global Pty Ltd 5.99% — 82,147 $12.7M
Cornerstone Wealth Group, LLC 0.85% Add +43.0% 80,823 $12.5M
Tranquility Partners, LLC 4.48% Add +2.3% 80,741 $12.4M
OP Asset Management Ltd 0.15% Add +2.0% 80,414 $12.4M
Arrow Capital Management, LLC 7.17% — 79,971 $12.3M
World Investment Advisors 0.20% Reduce -5.9% 79,841 $12.3M
Private Capital Advisors, Inc. 1.25% Reduce -17.5% 79,444 $12.2M
Guardian Investment Management 9.54% Add +358.7% 79,429 $12.2M
Mutual of America Capital Management LLC 0.13% Reduce -0.8% 79,295 $12.2M
Yousif Capital Management, LLC 0.13% Reduce -4.2% 78,441 $12.1M
CWA Asset Management Group, LLC 0.43% Reduce -2.8% 77,795 $12.0M
Red Door Wealth Management, LLC 1.23% Reduce -12.2% 76,797 $11.8M
Wealthfront Advisers LLC 0.03% Add +8.1% 76,047 $11.7M
Cwm, LLC 0.03% Add +11.8% 75,985 $11.7M
Bragg Financial Advisors, Inc 0.38% Add +5.5% 75,350 $11.6M
Clarkston Capital Partners, LLC 0.27% No change 75,325 $11.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +5.5% 74,564 $11.5M
Community Bank & Trust, Waco, Texas 2.36% Reduce -2.0% 74,553 $11.5M
Ancora Advisors LLC 0.24% Add +2.5% 74,217 $11.4M
State of Alaska, Department of Revenue 0.12% Reduce -7.2% 73,901 $11.4M
Gerber Kawasaki Wealth & Investment Management 0.40% Reduce -0.9% 73,862 $11.4M
Stratos Wealth Partners, LTD. 0.13% Reduce -6.9% 73,854 $11.4M
Meyer Handelman Co. 0.35% No change 73,192 $11.3M
Nordea Investment Management AB 0.01% Add +3.6% 72,695 $11.2M
Argent Trust Co 0.38% Add +5.6% 72,652 $11.2M
Harbour Trust & Investment Management Co 1.14% Add +2.7% 72,281 $11.1M
Ethic Inc. 0.17% Add +3.4% 72,121 $11.1M
Fifth Third Bancorp 0.04% Reduce -16.5% 71,780 $11.1M
Narwhal Capital Management 0.80% Add +4.8% 71,754 $11.1M
Hilton Capital Management, LLC 0.83% Add +0.5% 71,343 $11.0M
Embree Financial Group 1.35% Add +10.4% 71,204 $11.0M
Abn Amro Investment Solutions 0.16% Add +75.7% 70,980 $10.9M
Fred Alger Management, LLC 0.04% Add +10.5% 70,813 $10.9M
DJE Kapital AG 0.30% Add +171.0% 69,414 $10.7M
Clearstead Advisors, LLC 0.14% Reduce -0.1% 69,467 $10.7M
FineMark National Bank & Trust 0.33% Reduce -1.9% 69,223 $10.7M
Ilmarinen Mutual Pension Insurance Co 0.08% New 69,000 $10.6M
Rheos Capital Works Inc. 0.68% Reduce -13.8% 68,500 $10.6M
F/m Investments LLC 0.40% Reduce -10.8% 68,083 $10.5M
Spinecap SAS 4.50% Add +4.4% 67,928 $10.5M
Jackson Wealth Management, LLC 1.02% Reduce -2.8% 67,835 $10.5M
Callan Family Office, LLC 0.22% Add +31.8% 67,804 $10.5M
Account Management LLC 11.21% Reduce -7.2% 67,781 $10.4M
one8zero8, LLC 2.27% Reduce -1.1% 67,572 $10.4M
Welch Group, LLC 0.40% Add +4.5% 66,949 $10.3M
MUFG Securities EMEA plc 0.12% Add +373.3% 66,773 $10.3M
First Fiduciary Investment Counsel, Inc. 1.99% Add +44.5% 66,582 $10.3M
Assetmark, Inc. 0.02% Reduce -13.4% 66,478 $10.2M
Robertson Stephens Wealth Management, LLC 0.29% Add +677.6% 65,849 $10.1M
Kestra Private Wealth Services, LLC 0.13% Add +4.7% 65,765 $10.1M
Banque Pictet & Cie SA 0.10% Add +97.4% 65,745 $10.1M
Dakota Wealth Management 0.18% Add +14.8% 65,485 $10.1M
Investment Management Corp of Ontario 0.13% Add +89.8% 65,040 $10.0M
MAI Capital Management 0.06% Reduce -1.1% 63,572 $9.8M
Garrison Bradford & Associates Inc. 10.58% Add +0.5% 63,213 $9.7M
Strategic Wealth Investment Group, LLC 1.19% Reduce -20.9% 63,070 $9.7M
Independent Advisor Alliance 0.23% Reduce -1.2% 62,647 $9.7M
Royal Fund Management, LLC 0.88% Add +39.5% 62,001 $9.6M
Marietta Wealth Management, LLC 1.10% Add +5.4% 61,813 $9.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 61,451 $9.5M
BNP Paribas 0.27% Add +26.0% 61,540 $9.5M
EFG International AG 0.18% — 61,504 $9.5M
Cottage Street Advisors LLC 3.99% Reduce -1.3% 61,269 $9.4M
Perigon Wealth Management, LLC 0.17% Reduce -2.1% 60,583 $9.3M
Axxcess Wealth Management, LLC 0.17% Add +8.1% 60,288 $9.3M
Peapack Gladstone Financial Corp. 0.12% Reduce -2.7% 60,263 $9.3M
South Street Advisors LLC 1.29% Add +5.2% 59,560 $9.2M
UMB Bank, n.a. 0.12% Reduce -3.0% 59,194 $9.1M
Snowden Capital Advisors LLC 0.24% Add +11.4% 59,183 $9.1M
B & T Capital Management DBA Alpha Capital Management 1.28% Add +1.7% 59,045 $9.1M
Summit Financial, LLC 0.13% Reduce -3.0% 58,526 $9.0M
Walleye Trading LLC 0.14% Add +220.9% 58,114 $9.0M
Pacer Advisors, Inc. 0.02% Reduce -10.9% 58,098 $9.0M
Thrivent Financial for Lutherans 0.02% Add +50.4% 57,922 $8.9M
Cornerstone Wealth Management, LLC 0.46% Reduce -1.4% 57,937 $8.9M
McIntyre Freedman & Flynn Investment Advisers Inc. 5.59% Reduce -2.1% 57,810 $8.9M
J.W. Cole Advisors, Inc. 0.22% Reduce -12.9% 64,944 $8.9M
Bradley Foster & Sargent Inc. 0.13% Reduce -3.3% 57,524 $8.9M
Allen Capital Group, LLC 0.81% Reduce -1.8% 57,429 $8.9M
Blue Sparrow, LLC 0.17% — 57,410 $8.8M
Teachers Retirement System of the State of Kentucky 0.07% No change 57,063 $8.8M
Kavar Capital Partners Group, LLC 1.21% Add +1.8% 57,041 $8.8M
Polar Capital Holdings Plc 0.04% Add +119.4% 57,003 $8.8M
UniSuper Management Pty Ltd 0.05% Add +1.6% 56,945 $8.8M
DAVENPORT & Co LLC 0.05% Reduce -1.2% 56,781 $8.8M
Advisors Asset Management, Inc. 0.15% Reduce -12.3% 56,758 $8.7M
EverSource Wealth Advisors, LLC 0.32% Add +2.3% 56,001 $8.6M
Arkadios Wealth Advisors 0.17% Add +26.1% 55,932 $8.6M
Merit Financial Group, LLC 0.07% Add +25.9% 55,534 $8.6M
Blue Zone Wealth Advisors, LLC 1.63% Add +2.5% 55,457 $8.5M
Allstate Corp. 0.12% Add +107.0% 55,115 $8.5M
Ellis Investment Partners, LLC 1.47% Add +0.2% 54,760 $8.4M
ASR Vermogensbeheer N.V. 0.10% Reduce -1.3% 54,670 $8.4M
Diversify Advisory Services, LLC 0.27% Reduce -2.2% 51,321 $8.4M
O'ROURKE & COMPANY, Inc 3.21% Reduce -2.4% 53,532 $8.3M
GFG Capital, LLC 2.94% Add +3.1% 53,520 $8.2M
ExodusPoint Capital Management, LP 0.09% New 53,499 $8.2M
SFE Investment Counsel 1.26% Add +20.5% 52,492 $8.1M
Avanza Fonder AB 0.20% No change 52,414 $8.1M
Wulff, Hansen & Co. 6.74% Reduce -1.0% 52,149 $8.0M
HB Wealth Management, LLC 0.05% Add +9.2% 51,993 $8.0M
Moors & Cabot, Inc. 0.34% Reduce -2.4% 51,962 $8.0M
Capstone Investment Advisors, LLC 0.08% Add +221.8% 51,757 $8.0M
BigSur Wealth Management LLC 1.93% Reduce -8.7% 51,587 $8.0M
MassMutual Private Wealth & Trust, FSB 0.20% Add +0.2% 51,437 $7.9M
Mizuho Securities USA LLC 0.13% Add +0.2% 53,769 $7.9M
Focused Wealth Management, Inc 0.83% Add +2.7% 50,762 $7.8M
Golden State Wealth Management, LLC 0.83% Add +0.5% 50,708 $7.8M
Security National Bank 1.11% Add +0.1% 50,264 $7.7M
Waldron Private Wealth LLC 0.30% Reduce -9.0% 49,178 $7.6M
1832 Asset Management L.P. 0.01% Reduce -47.9% 49,076 $7.6M
Caldwell Trust Co 0.67% Add +5.7% 48,855 $7.5M
Farther Finance Advisors, LLC 0.08% Add +9.6% 48,677 $7.5M
Coastal Bridge Advisors, LLC 0.56% Reduce -1.6% 48,646 $7.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.52% No change 48,615 $7.5M
Grange Capital, LLC 7.19% Add +0.1% 48,601 $7.5M
Old National Bancorp 0.12% Reduce -4.9% 48,593 $7.5M
Nicholas Company, Inc. 0.13% Add +15.1% 47,910 $7.4M
Ibex Wealth Advisors 0.72% Add +1.4% 47,837 $7.4M
Envestnet Portfolio Solutions, Inc. 0.03% Add +318.4% 47,699 $7.3M
Marble Wealth, LLC 1.01% — 47,381 $7.3M
Los Angeles Capital Management LLC 0.02% New 48,863 $7.3M
Nomura Holdings Inc. 0.02% Reduce -9.9% 46,981 $7.2M
William Blair Investment Management, LLC 0.02% Add +3176.0% 46,814 $7.2M
Ayrshire Capital Management LLC 3.29% Add +8.4% 46,497 $7.2M
Glenmede Trust Co. NA 0.03% — 46,246 $7.1M
Fiduciary Group, LLC 0.60% Add +3.1% 46,242 $7.1M
Kentucky Retirement Systems 0.19% No change 45,954 $7.1M
Allworth Financial LP 0.03% Add +8.7% 45,948 $7.1M
Independent Financial Group, LLC 0.16% Reduce -36.2% 45,941 $7.1M
Vise Technologies, Inc. 0.14% Add +21.3% 45,826 $7.1M
Citizens Financial Group Inc. 0.09% Add +7.1% 45,768 $7.1M
Syntegra Private Wealth Group, LLC 0.65% Reduce -0.2% 45,580 $7.0M
Naples Global Advisors, LLC 0.52% Add +3.9% 45,540 $7.0M
Trivest Advisors Ltd 0.32% New 45,400 $7.0M
Flossbach Von Storch SE 0.03% No change 45,000 $6.9M
Norinchukin Bank, The 0.08% Add +6.8% 44,868 $6.9M
Lake Street Private Wealth, LLC 0.83% Add +4.5% 44,002 $6.8M
Candriam S.C.A. 0.03% Add +5.3% 43,857 $6.8M
Venture Visionary Partners LLC 0.22% Add +1.8% 43,846 $6.8M
Advisory Services Network, LLC 0.09% Add +1.1% 43,430 $6.7M
Triangle Securities Wealth Management 1.41% Reduce -1.6% 43,389 $6.7M
Creegan & Nassoura Financial Group, LLC 4.33% Reduce -1.5% 43,222 $6.7M
Transcend Capital Advisors, LLC 0.52% Reduce -16.3% 43,052 $6.6M
Seneca House Advisors 2.48% Reduce -5.5% 43,005 $6.6M
Carret Asset Management, LLC 0.63% Reduce -7.4% 42,793 $6.6M
Covington Investment Advisors Inc. 0.90% Reduce -13.0% 42,521 $6.6M
Mgo One Seven LLC 0.13% Add +39.0% 42,244 $6.5M
Carnegie Investment Counsel 0.12% Add +8.5% 42,185 $6.5M
Greenwich Wealth Management LLC 0.29% Add +1.9% 41,891 $6.5M
Turtle Creek Wealth Advisors, LLC 0.51% Reduce -3.0% 41,822 $6.4M
SteelPeak Wealth, LLC 0.21% Add +17.2% 41,815 $6.4M
Hedeker Wealth, LLC 1.34% Reduce -3.0% 41,563 $6.4M
Clear Harbor Asset Management, LLC 0.44% Add +0.8% 41,450 $6.4M
Colonial Trust Co / SC 0.85% Add +2.4% 41,362 $6.4M
B. Riley Wealth Advisors, Inc. 0.30% Add +9.9% 41,098 $6.3M
Bulltick Wealth Management, LLC 1.34% Add +240.1% 41,049 $6.3M
Brevan Howard Capital Management LP 0.13% Add +12.9% 40,746 $6.3M
Global Retirement Partners, LLC 0.11% Reduce -11.1% 40,603 $6.3M
Glassy Mountain Advisors, Inc. 1.89% Reduce -0.2% 40,523 $6.2M
ArrowMark Colorado Holdings LLC 0.14% Reduce -10.5% 40,450 $6.2M
Rockline Wealth Management, LLC 1.27% Add +0.7% 40,321 $6.2M
M&G PLC 0.03% Add +14.3% 40,000 $6.2M
Uhlmann Price Securities, LLC 3.65% Add +2.1% 39,932 $6.2M
Compass Wealth Management LLC 1.52% Reduce -0.9% 39,624 $6.1M
HM Payson & Co. 0.09% Reduce -0.3% 39,545 $6.1M
Sciencast Management LP 0.83% New 39,159 $6.0M
Dupont Capital Management Corp. 0.68% No change 39,072 $6.0M
Sentinel Dome Partners, LLC 7.66% — 38,600 $5.9M
Towne Trust Company, N.A 1.86% Reduce -5.2% 38,600 $5.9M
SCS Capital Management LLC 0.06% Add +1.7% 38,395 $5.9M
Brown Brothers Harriman & Co. 0.03% Add +34.8% 38,282 $5.9M
Crossmark Global Holdings, Inc. 0.08% Add +14.9% 38,245 $5.9M
Benson Investment Management Company, Inc. 2.05% New 37,990 $5.9M
Orion Porfolio Solutions, LLC 0.04% Add +0.6% 37,921 $5.8M
Brookstone Capital Management 0.07% Add +50.3% 37,838 $5.8M
Old Second National Bank of Aurora 1.16% Add +3.0% 37,772 $5.8M
Louisiana State Employees Retirement System 0.10% Reduce -2.6% 37,700 $5.8M
Proficio Capital Partners LLC 0.41% Reduce -0.1% 37,500 $5.8M
Cross Staff Investments Inc 3.18% Reduce -2.1% 37,475 $5.8M
Maryland State Retirement & Pension System 0.12% Add +2.5% 37,409 $5.8M
Walleye Capital LLC 0.04% Add +1329.9% 37,335 $5.8M
Werlinich Asset Management, LLC 2.83% Add +0.7% 37,128 $5.7M
Ascent Wealth Partners, LLC 0.66% Reduce -28.4% 37,010 $5.7M
Bill Few Associates, Inc. 1.40% Add +1.5% 36,950 $5.7M
Motco 0.51% Reduce -2.1% 36,662 $5.7M
Modus Advisors, LLC 1.49% Add +3.4% 36,591 $5.6M
Stablepoint Partners, LLC 0.88% Add +1.6% 36,550 $5.6M
Gulf International Bank (UK) Ltd 0.18% No change 36,475 $5.6M
Rosenblum Silverman Sutton S F Inc. 1.30% Reduce -1.0% 36,351 $5.6M
1776 Wealth LLC 2.10% Add +7.4% 36,132 $5.6M
Beacon Pointe Advisors, LLC 0.04% Add +3.5% 36,013 $5.6M
Hamilton Capital Partners Inc. 0.20% Add +17.5% 35,799 $5.5M
Resources Management Corp. /CT/ 0.72% Add +2.3% 35,782 $5.5M
First Interstate Bank 0.29% Add +2.3% 35,623 $5.5M
Aquatic Capital Management LLC 0.16% New 35,503 $5.5M
Alberta Investment Management Corp 0.04% No change 35,500 $5.5M
Easterly Investment Partners LLC 0.33% Add +0.0% 35,186 $5.4M
U.S. Capital Wealth Advisors, LLC 0.14% Add +13.0% 34,772 $5.4M
Summit Trail Advisors, LLC 0.09% Reduce -11.2% 34,529 $5.3M
Granite Bay Wealth Management, LLC 1.28% Add +21.4% 34,198 $5.3M
Argonautica Private Wealth Management, Inc. 1.54% Reduce -2.6% 34,134 $5.3M
New Mexico Educational Retirement Board 0.16% Add +3.3% 34,100 $5.3M
ING Groep NV 0.03% Reduce -1.3% 34,085 $5.3M
Kercheville Advisors, LLC 1.37% Reduce -38.0% 33,851 $5.2M
Conway Capital Management, Inc. 2.21% No change 33,790 $5.2M
Park Avenue Securities LLC 0.04% Reduce -14.6% 33,732 $5.2M
Tidal Investments LLC 0.02% Add +15.2% 33,702 $5.2M
ProVise Management Group, LLC 0.37% Add +1.4% 33,629 $5.2M
International Assets Investment Management, LLC 0.35% Add +2.8% 33,531 $5.2M
Harbor Investment Advisory, LLC 0.39% Reduce -2.7% 33,513 $5.2M
Florida Trust Wealth Management Co 0.14% Reduce -2.8% 33,459 $5.2M
Wellington Shields & Co., LLC 1.27% Reduce -0.1% 33,301 $5.1M
Campbell & CO Investment Adviser LLC 0.25% New 33,141 $5.1M
Insigneo Advisory Services, LLC 0.37% Add +1.5% 32,967 $5.1M
StoneX Group Inc. 0.22% Add +2.5% 32,901 $5.1M
Cannell & Spears LLC 0.10% Add +4.8% 32,900 $5.1M
CreativeOne Wealth, LLC 0.12% Add +13.4% 32,755 $5.0M
Shepherd Financial Partners LLC 0.46% Reduce -0.9% 32,552 $5.0M
Composition Wealth, LLC 0.07% Add +6.1% 32,534 $5.0M
Chicago Capital, LLC 0.12% Reduce -0.1% 32,394 $5.0M
Lantern Wealth Advisors, LLC 2.65% Reduce -5.5% 32,365 $5.0M
Ashton Thomas Private Wealth, LLC 0.12% Reduce -23.0% 31,924 $4.9M
1ST Source Bank 0.26% Reduce -0.8% 31,918 $4.9M
NorthCrest Asset Manangement, LLC 0.11% Add +17.9% 30,254 $4.9M
Capital Planning Advisors, LLC 0.65% Reduce -3.5% 31,607 $4.9M
D. E. Shaw & Co. 0.00% New 31,481 $4.9M
Vestcor Inc 0.14% Add +1.9% 31,433 $4.8M
Next Level Private LLC 1.27% Add +0.6% 31,405 $4.8M
KTF Investments, LLC 0.79% — 31,393 $4.8M
SummitTX Capital, L.P. 0.15% New 31,325 $4.8M
Nations Financial Group Inc, /Ia/ 0.25% Add +62.7% 31,271 $4.8M
Intact Investment Management Inc. 0.14% New 31,200 $4.8M
Edgestream Partners, L.P. 0.14% New 31,128 $4.8M
Sterling Capital Management LLC 0.08% Reduce -1.2% 31,051 $4.8M
EULAV Asset Management 0.13% Reduce -3.1% 31,000 $4.8M
Tritonpoint Wealth, LLC 0.48% Reduce -0.7% 30,898 $4.8M
Xxi Wealth, LLC 2.87% — 30,679 $4.7M
Point Windward Advisors Inc. 2.27% Add +3.4% 30,282 $4.7M
Abbot Financial Management, Inc. 1.93% Add +3.0% 30,266 $4.7M
Consolidated Capital Management, LLC 1.41% New 30,260 $4.7M
Cohen Investment Advisors LLC 2.14% Add +1.7% 30,208 $4.7M
Waterloo Capital, L.P. 0.34% Reduce -11.8% 30,195 $4.7M
Brown, Lisle/Cummings, Inc. 1.14% Add +9.0% 30,130 $4.6M
Daiichi Life Insurance Co., Ltd. 0.12% No change 29,975 $4.6M
Signaturefd, LLC 0.07% Add +32.6% 29,916 $4.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.91% No change 29,915 $4.6M
Principle Wealth Partners LLC 0.26% Reduce -6.7% 29,805 $4.6M
Coastline Trust Co 0.43% Reduce -1.4% 29,671 $4.6M
OMERS ADMINISTRATION Corp 0.03% Reduce -27.3% 29,444 $4.5M
AG2R La Mondiale Gestion D'actifs 0.20% Add +7.4% 29,381 $4.5M
Osmosis Investment Management UK Ltd 0.11% — 29,285 $4.5M
Cyndeo Wealth Partners, LLC 0.24% Reduce -4.5% 29,192 $4.5M
Tiaa Trust, National Association 0.01% Add +7.6% 29,182 $4.5M
Joel Isaacson & Co., LLC 0.15% Add +5.8% 29,008 $4.5M
Horizon Investments, LLC 0.06% Reduce -11.7% 28,919 $4.5M
HUB Investment Partners, LLC 0.12% Reduce -0.3% 28,890 $4.5M
Atria Investments, Inc 0.05% Reduce -49.2% 28,860 $4.4M
Wealthspire Advisors, LLC 0.04% Add +11.0% 28,742 $4.4M
Wealth Advisors of Tampa Bay, LLC 1.53% Add +5.9% 28,723 $4.4M
Great Valley Advisor Group, Inc. 0.09% Add +1.9% 28,717 $4.4M
Regions Financial Corp. 0.03% Reduce -1.7% 28,692 $4.4M
Metis Global Partners, LLC 0.10% Reduce -4.5% 28,627 $4.4M
PEAK6 LLC 0.12% Reduce -71.3% 28,584 $4.4M
Retirement Planning Co of New England, Inc. 1.76% Add +3.8% 28,406 $4.4M
Jaffetilchin Investment Partners, LLC 0.26% Add +18.6% 28,397 $4.4M
IMC-Chicago, LLC 0.08% Reduce -16.5% 28,391 $4.4M
D L Carlson Investment Group Inc. 0.73% Reduce -0.4% 28,186 $4.3M
Evelyn Partners Investment Management (Europe) Ltd 1.40% Reduce -7.2% 27,997 $4.3M
Private Wealth Partners, LLC 0.31% Reduce -18.2% 27,944 $4.3M
Diversify Wealth Management, LLC 0.20% Add +1.5% 27,686 $4.3M
Evergreen Capital Management LLC 0.10% Add +5.4% 27,859 $4.3M
Tokio Marine Asset Management Co. Ltd. 0.15% Add +1.4% 27,846 $4.3M
Sunbelt Securities, Inc. 0.29% Reduce -5.3% 27,804 $4.3M
Integrated Wealth Concepts LLC 0.05% Reduce -48.9% 27,744 $4.3M
Rathbones Group PLC 0.02% Reduce -1.3% 27,580 $4.3M
Benjamin Edwards Inc. 0.05% Add +13.8% 27,482 $4.2M
Centaurus Financial, Inc. 0.19% Add +1.5% 27,461 $4.2M
Tower Research Capital LLC (TRC) 0.10% Add +53.1% 27,461 $4.2M
EP Wealth Advisors, LLC 0.02% — 27,245 $4.2M
Resolute Wealth Strategies, LLC 1.84% Add +0.8% 27,245 $4.2M
Kaizen Financial Strategies 1.85% Add +0.8% 27,127 $4.2M
Essex Financial Services, Inc. 0.24% Reduce -0.3% 26,829 $4.1M
Baxter Bros Inc. 0.48% Add +14.9% 26,829 $4.1M
RKL Wealth Management LLC 0.34% Add +4.9% 26,790 $4.1M
Atlanta Consulting Group Advisors, LLC 0.93% Add +1.0% 26,759 $4.1M
Spire Wealth Management 0.14% Reduce -7.1% 26,735 $4.1M
Bleakley Financial Group, LLC 0.07% Add +0.6% 26,534 $4.1M
Compass Ion Advisors, LLC 0.39% Add +0.6% 26,473 $4.1M
Glenview Trust Co 0.06% Reduce -0.1% 26,422 $4.1M
Siemens Fonds Invest GmbH 0.21% Reduce -6.6% 25,877 $4.0M
Huntington National Bank 0.03% Reduce -14.9% 25,973 $4.0M
PFG Investments, LLC 0.19% Reduce -0.5% 25,932 $4.0M
Trust Co. of Toledo NA 0.39% Add +3.1% 25,759 $4.0M
FAS Wealth Partners, Inc. 0.25% Add +7.1% 25,579 $3.9M
Pincus Capital Management, LP 2.63% — 25,550 $3.9M
Wedbush Securities Inc. 0.11% Add +5.3% 25,493 $3.9M
Alerus Financial NA 0.19% Reduce -29.8% 25,300 $3.9M
Mediolanum International Funds Ltd 0.04% Reduce -69.9% 25,141 $3.9M
WealthPlan Investment Management, LLC 0.25% Reduce -26.6% 25,141 $3.9M
North Dakota State Investment Board 0.14% — 25,097 $3.9M
Kentucky Farm Bureau Mutual Insurance Co 1.04% No change 25,000 $3.9M
Caisse de depot et placement du Quebec 0.01% New 25,000 $3.9M
Platform Technology Partners 0.82% Add +4.2% 24,968 $3.8M
Bokf, NA 0.06% Reduce -15.4% 24,883 $3.8M
GM Advisory Group, LLC 0.15% Add +32.0% 24,828 $3.8M
Stock Yards Bank & Trust Co. 0.12% Reduce -6.6% 24,769 $3.8M
Beacon Harbor Wealth Advisors, Inc. 0.85% New 24,751 $3.8M
Sculati Wealth Management, LLC 1.33% Reduce -2.7% 24,541 $3.8M
Somerset Group LLC 2.85% Add +1.0% 24,604 $3.8M
Graham Capital Management, L.P. 0.19% Reduce -55.7% 24,497 $3.8M
Thomas Story & Son LLC 1.40% Add +0.1% 24,398 $3.8M
Ranch Capital Advisors Inc. 1.38% Reduce -15.7% 24,270 $3.7M
Berkshire Asset Management LLC 0.16% Reduce -1.9% 24,230 $3.7M
Rossmore Private Capital 0.33% Add +34.5% 24,227 $3.7M
Krilogy Financial LLC 0.13% Add +5.0% 24,870 $3.7M
Stamos Capital Partners, L.P. 0.60% Add +33.2% 24,204 $3.7M
Rehmann Capital Advisory Group 0.19% Reduce -3.0% 24,173 $3.7M
Ascent Group, LLC 0.13% Add +20.7% 24,134 $3.7M
Wealth Effects LLC 1.16% Reduce -1.3% 24,091 $3.7M
Oxbow Advisors, LLC 0.33% Reduce -1.0% 24,017 $3.7M
Fearless Solutions, LLC dba Best Invest 2.24% Reduce -0.1% 23,960 $3.7M
DE Burlo Group Inc. 0.45% Reduce -58.3% 23,950 $3.7M
Cannon Advisors, Inc. 2.60% Reduce -4.0% 23,207 $3.7M
UNIVEST FINANCIAL Corp 0.20% Add +0.3% 23,885 $3.7M
City of London Investment Management Co. Ltd. 0.28% Add +3.7% 23,849 $3.7M
TCTC Holdings, LLC 0.11% Reduce -42.6% 23,766 $3.7M
Gotham Asset Management 0.01% Add +4.0% 23,759 $3.7M
Proactive Wealth Strategies LLC 1.45% Add +11.2% 23,750 $3.7M
Register Financial Advisors LLC 1.42% Reduce -0.8% 23,639 $3.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.4% 23,595 $3.6M
Parallel Advisors, LLC 0.07% Reduce -8.1% 23,491 $3.6M
Duncker Streett & Co. Inc. 0.64% Add +1.0% 23,478 $3.6M
Wealthcare Advisory Partners LLC 0.07% Reduce -24.2% 23,292 $3.6M
Community Trust & Investment Co. 0.19% Reduce -1.1% 23,279 $3.6M
First Citizens Bank & Trust Co. 0.07% Add +1527.7% 23,064 $3.6M
Flagship Harbor Advisors, LLC 0.17% Reduce -7.7% 22,973 $3.5M
Principal Securities, Inc. 0.05% Add +3.6% 22,741 $3.5M
Great Lakes Retirement, Inc. 0.36% Add +3.0% 22,707 $3.5M
Westco Advisory Services Inc. 2.15% — 22,685 $3.5M
Koa Wealth Management, LLC 2.39% Add +36.6% 22,598 $3.5M
Kampmann Melissa S. 2.57% Reduce -0.2% 22,270 $3.5M
Holderness Investments Co. 0.71% Reduce -5.5% 22,518 $3.5M
Quadrant Private Wealth Management, LLC 0.57% Add +283.9% 22,517 $3.5M
StrongBox Wealth, LLC 1.13% Add +4.5% 22,298 $3.4M
Hudock, Inc. 0.51% Reduce -1.1% 22,241 $3.4M
Level Four Advisory Services, LLC 0.11% Add +82.2% 22,123 $3.4M
RMR Wealth Builders 0.27% Reduce -1.5% 22,120 $3.4M
Steamboat Capital Partners, LLC 0.93% Add +0.8% 21,942 $3.4M
Magnus Financial Group LLC 0.26% Add +3.5% 21,935 $3.4M
Compound Planning, Inc. 0.10% Add +18.9% 21,860 $3.4M
Summit Place Financial Advisors, LLC 1.63% Reduce -2.5% 21,859 $3.4M
Teewinot Capital Advisers, L.L.C. 0.25% Reduce -91.3% 21,658 $3.3M
Cary Street Partners Financial LLC 0.08% Add +16.3% 21,515 $3.3M
Johnson Investment Counsel Inc. 0.03% Add +0.2% 21,487 $3.3M
Western Wealth Management, LLC 0.15% Reduce -10.7% 21,478 $3.3M
Slagle Financial, LLC 1.15% Add +1.4% 21,414 $3.3M
Vinva Investment Management Ltd 0.04% Reduce -51.9% 21,279 $3.3M
Fidelis Capital Partners, LLC 0.24% Reduce -13.6% 21,347 $3.3M
Arax Advisory Partners 0.10% Reduce -25.2% 21,198 $3.3M
Grandview Asset Management LLC 0.88% Add +8.4% 20,924 $3.2M
Lombard Odier Asset Management (Switzerland) SA 0.14% Add +6.1% 20,896 $3.2M
Vident Advisory, LLC 0.03% Reduce -3.8% 20,885 $3.2M
Meeder Advisory Services, Inc. 0.14% Add +1.0% 20,782 $3.2M
Dudley Capital Management, LLC 1.40% Reduce -0.1% 20,782 $3.2M
Frank, Rimerman Advisors LLC 0.20% Reduce -7.3% 20,773 $3.2M
Private Management Group Inc. 0.09% Reduce -0.2% 20,391 $3.1M
Kingsview Wealth Management, LLC 0.05% Reduce -0.9% 20,391 $3.1M
Independent Solutions Wealth Management, LLC 0.58% Add +0.3% 20,368 $3.1M
Daymark Wealth Partners, LLC 0.10% Reduce -2.5% 20,351 $3.1M
Verition Fund Management LLC 0.02% Add +87.6% 20,275 $3.1M
Laird Norton Wetherby Trust Company, LLC 0.06% New 20,252 $3.1M
Blue Fin Capital, Inc. 0.48% Add +0.4% 20,201 $3.1M
Securian Asset Management, Inc. 0.12% Reduce -43.5% 20,079 $3.1M
Financial Enhancement Group LLC 0.40% Add +6.8% 19,838 $3.1M
St. Clair Advisors, LLC 0.80% Add +0.4% 20,059 $3.1M
Steadtrust LLC 1.90% Add +0.0% 20,002 $3.1M
Osprey Private Wealth LLC 0.89% No change 19,960 $3.1M
Mufg Securities Americas Inc. 0.19% Add +0.1% 19,894 $3.1M
Pine Valley Investments Ltd Liability Co 0.15% Reduce -4.1% 19,761 $3.0M
Squarepoint Ops LLC 0.01% Add +0.1% 19,679 $3.0M
Quadrant Capital Group LLC 0.09% Add +46.4% 19,660 $3.0M
Modera Wealth Management, LLC 0.04% Add +1.1% 19,628 $3.0M
BankPlus Trust Department 0.79% Reduce -1.7% 19,610 $3.0M
SWP Investment Management LLC 2.19% Add +34.6% 19,583 $3.0M
CGN Advisors LLC 0.24% Add +10.9% 19,494 $3.0M
Sterling Investment Advisors, Ltd. 0.55% Reduce -0.6% 19,424 $3.0M
Accuvest Global Advisors 2.20% Reduce -27.3% 19,339 $3.0M
Bank Ozk 1.05% Add +1.3% 19,314 $3.0M
Kentucky Retirement Systems Insurance Trust Fund 0.19% No change 19,262 $3.0M
Savvy Advisors, Inc. 0.10% Add +27.2% 19,254 $3.0M
Blue Square Asset Management, LLC 1.32% Add +2.5% 19,222 $3.0M
Ballast Advisors LLC 0.82% Reduce -1.0% 19,216 $3.0M
Keybank National Association 0.01% Add +11.2% 19,181 $3.0M
Ellerson Group Inc. 1.99% Add +0.0% 19,079 $2.9M
Altus Wealth Group LLC 1.17% Add +21.2% 18,958 $2.9M
Generali Asset Management SPA SGR 0.06% Add +4.3% 18,900 $2.9M
Loomis Sayles & Co. L P 0.00% Add +1616.7% 18,781 $2.9M
Gallagher Capital Advisors, LLC 1.87% Add +0.8% 18,775 $2.9M
Bay Rivers Group 1.16% No change 18,636 $2.9M
Stiles Financial Services Inc 0.88% Add +9.9% 18,599 $2.9M
Banco Santander, S.A. 0.02% Add +261.8% 18,540 $2.9M
Canada Post Corp Registered Pension Plan 0.11% Add +26.8% 18,510 $2.9M
Capital International Sarl 0.05% Reduce -82.7% 18,447 $2.8M
King Wealth Management Group 0.34% Add +0.0% 18,319 $2.8M
Redmond Asset Management, LLC 0.72% Reduce -1.0% 18,319 $2.8M
E. Ohman J:or Asset Management AB 0.07% New 18,273 $2.8M
Field & Main Bank 0.81% Add +2.3% 18,215 $2.8M
River Street Advisors LLC 1.04% Add +3.2% 18,090 $2.8M
JBR Co Financial Management Inc 1.16% Reduce -0.4% 18,043 $2.8M
New Hampshire Trust 0.54% Reduce -2.4% 18,028 $2.8M
Caprock Group, LLC 0.06% Reduce -13.7% 17,998 $2.8M
Hennion & Walsh Asset Management, Inc. 0.09% Reduce -6.8% 17,852 $2.8M
Intellectus Partners, LLC 0.53% Add +0.1% 17,769 $2.7M
Savant Capital, LLC 0.02% Add +1.9% 17,726 $2.7M
Linden Thomas Advisory Services, LLC 0.28% Add +2.0% 17,702 $2.7M
Ausdal Financial Partners, Inc. 0.13% Reduce -5.6% 17,626 $2.7M
Mesirow Financial Investment Management, Inc. 0.06% Add +1.4% 17,577 $2.7M
XML Financial, LLC 0.22% Add +3.7% 17,559 $2.7M
Tealwood Asset Management Inc. 1.21% Add +0.3% 17,557 $2.7M
Royal Capital Wealth Management, LLC 1.59% Add +0.1% 17,462 $2.7M
Alps Advisors Inc. 0.02% Reduce -7.1% 17,455 $2.7M
Ritholtz Wealth Management 0.05% Add +1.5% 17,406 $2.7M
Bridgewater Advisors Inc. 0.17% Add +1.9% 17,279 $2.7M
HighPoint Advisor Group LLC 0.06% Add +15.5% 17,265 $2.7M
Valley National Advisers Inc. 0.37% Reduce -3.3% 17,268 $2.7M
White Knight Strategic Wealth Advisors, LLC 1.94% Add +30.7% 17,165 $2.6M
Larson Financial Group LLC 0.09% Add +26.6% 17,160 $2.6M
MWA Asset Management 1.47% Reduce -2.0% 17,159 $2.6M
Institute for Wealth Management, LLC. 0.28% Reduce -4.1% 17,018 $2.6M
IFC Advisors LLC 0.38% Add +0.4% 16,915 $2.6M
Andra AP-fonden 0.03% New 16,800 $2.6M
Ballentine Partners, LLC 0.04% Reduce -1.8% 16,789 $2.6M
Means Investment Co., Inc. 0.22% Add +0.6% 16,761 $2.6M
Chickasaw Capital Management LLC 0.11% Add +3.5% 16,747 $2.6M
South Dakota Investment Council 0.05% No change 16,680 $2.6M
Acorn Wealth Advisors, LLC 0.76% Add +1.0% 16,618 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -4.2% 16,520 $2.5M
Susquehanna Portfolio Strategies, LLC 0.04% No change 16,488 $2.5M
Henson-Edgewater Management, LLC 1.50% — 16,425 $2.5M
First National Bank Sioux Falls 0.76% No change 16,406 $2.5M
Udine Wealth Management, Inc. 1.19% Add +4.0% 16,393 $2.5M
Canton Hathaway, LLC 0.49% No change 16,352 $2.5M
Fortem Financial Group, LLC 0.67% Add +7.8% 16,328 $2.5M
Sierra Capital LLC 0.27% Reduce -7.9% 16,290 $2.5M
Cornerstone Planning, LLC 0.58% — 16,196 $2.5M
Nicolet Advisory Services, LLC 0.17% Add +26.5% 15,985 $2.5M
Zevenbergen Capital Investments LLC 0.06% Reduce -1.2% 16,185 $2.5M
Mutual Advisors, LLC 0.05% Reduce -1.9% 16,139 $2.5M
Raiffeisen Bank International AG 0.03% Add +18.0% 16,049 $2.5M
WealthPLAN Partners, LLC 0.37% Reduce -6.2% 16,070 $2.5M
Madison Park Capital Advisors, LLC 2.01% Reduce -1.1% 16,069 $2.5M
Sigma Planning Corp 0.07% Reduce -8.8% 16,595 $2.5M
Spirit of America Management Corp. 0.52% No change 16,000 $2.5M
Marion Wealth Management 0.55% Add +2.9% 16,359 $2.5M
Private Trust Co. NA 0.21% Add +0.8% 15,914 $2.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.00% Add +31.4% 15,748 $2.4M
Taylor Financial Group, Inc. 1.42% Add +3.0% 15,695 $2.4M
Landscape Capital Management, L.L.C. 0.16% Add +17.3% 15,606 $2.4M
Harvest Investment Advisors, LLC 1.36% Add +1.4% 15,594 $2.4M
Assenagon Asset Management S.A. 0.00% Reduce -8.3% 15,584 $2.4M
Union Bancaire Privee, UBP SA 0.03% Add +3.8% 11,179 $2.4M
Norway Savings Bank 1.10% Add +2.2% 15,476 $2.4M
Intech Investment Management LLC 0.02% Reduce -0.5% 15,458 $2.4M
Oak Barrel Wealth Advisory LLC 1.42% — 15,375 $2.4M
Citizens & Northern Corp. 0.58% Reduce -2.1% 15,280 $2.4M
Avidian Wealth Enterprises, LLC 0.09% Add +0.5% 15,233 $2.3M
Douglass Winthrop Advisors, LLC 0.04% Add +6.7% 15,172 $2.3M
Sit Investment Associates Inc. 0.05% No change 15,100 $2.3M
Prudential PLC 0.02% No change 15,064 $2.3M
Capital Investment Advisors, LLC 0.04% Add +8.0% 15,053 $2.3M
Valeo Financial Advisors, LLC 0.05% Add +8.3% 15,052 $2.3M
Vontobel Holding Ltd. 0.01% Reduce -46.5% 15,028 $2.3M
United Bank 0.78% Add +2.7% 14,969 $2.3M
Orca Wealth Management, LLC 1.64% Reduce -0.1% 16,797 $2.3M
Covenant Asset Management, LLC 0.44% Reduce -0.1% 14,855 $2.3M
Insight Advisors, LLC/ PA 0.35% Add +1.6% 14,841 $2.3M
Greenleaf Trust 0.02% Add +11.3% 14,835 $2.3M
Welch & Forbes LLC 0.03% No change 14,831 $2.3M
Penbrook Management LLC 1.57% No change 14,800 $2.3M
Whalerock Point Partners, LLC 0.45% Add +7.2% 14,799 $2.3M
Rational Advisors, Inc. 0.25% Reduce -21.1% 14,709 $2.3M
Capital City Trust Co. 0.50% Reduce -2.7% 14,684 $2.3M
IKE Capital, LLC 1.96% — 14,636 $2.3M
Smith Salley Wealth Management 0.11% Add +1.1% 14,562 $2.2M
Hills Bank & Trust Co 0.13% Reduce -6.7% 14,463 $2.2M
Accretive Wealth Partners, LLC 0.66% Reduce -1.4% 14,458 $2.2M
Z3 Capital Partners, LLC 0.53% — 14,425 $2.2M
Havemeyer Place LP 0.44% — 14,393 $2.2M
Hilltop National Bank 0.54% Add +0.7% 14,356 $2.2M
Hilltop Holdings Inc. 0.13% Add +2.4% 14,291 $2.2M
Entropy Technologies, LP 0.12% New 14,288 $2.2M
Moneta Group Investment Advisors LLC 0.02% Reduce -16.0% 14,266 $2.2M
Missouri Trust & Investment Co 0.64% Add +12.2% 14,237 $2.2M
Diligent Investors, LLC 0.54% Reduce -0.2% 14,189 $2.2M
Morningstar Investment Management LLC 0.13% Add +29.5% 14,030 $2.2M
GoalVest Advisory LLC 0.41% Reduce -12.5% 14,024 $2.2M
Greenup Street Wealth Management LLC 0.31% Add +1034.3% 13,940 $2.1M
Kirtland Hills Capital Management, LLC 0.75% Add +5.3% 13,880 $2.1M
Kovack Advisors, Inc. 0.10% Add +209.5% 13,782 $2.1M
Harbor Advisors LLC 0.32% No change 13,700 $2.1M
Fiduciary Trust Co 0.02% Reduce -14.3% 13,692 $2.1M
Opinicus Capital, Inc. 1.46% Reduce -1.1% 13,594 $2.1M
Stenger Family Office, LLC 0.43% Reduce -8.0% 13,583 $2.1M
Diversified Trust Co. 0.04% Add +10.4% 13,547 $2.1M
Lodestone Wealth Management LLC 0.85% Add +2.1% 13,528 $2.1M
Dimension Capital Management LLC 0.29% Add +3.5% 13,519 $2.1M
Bryn Mawr Trust Advisors, LLC 0.10% Add +1.3% 13,514 $2.1M
Wealthcare Capital Partners, LLC 0.97% Reduce -0.8% 13,498 $2.1M
FIL Ltd 0.00% Add +83.5% 13,310 $2.1M
VCI Wealth Management LLC 0.57% Add +58.7% 13,286 $2.0M
First United Bank & Trust 0.65% Add +5.3% 13,263 $2.0M
Tema ETFs LLC 0.16% Add +18.9% 13,228 $2.0M
RiverPark Advisors, LLC 1.05% Add +5.1% 13,207 $2.0M
Angeles Wealth Management, LLC 0.11% Add +3.4% 13,203 $2.0M
New Vernon Investment Management LLC 1.98% No change 13,201 $2.0M
Aljian Capital Management, LLC 0.40% Add +1.0% 13,162 $2.0M
King Luther Capital Management Corp. 0.01% Reduce -7.5% 13,146 $2.0M
Northside Capital Management, LLC 0.18% No change 13,100 $2.0M
Accel Wealth Management 0.55% Reduce -2.1% 13,100 $2.0M
William John Sempolinski 0.99% — 13,075 $2.0M
Cambria Investment Management, L.P. 0.12% Add +438.7% 12,999 $2.0M
Eastern Bank 0.03% Add +30.3% 12,961 $2.0M
Zhang Financial LLC 0.07% Add +2.3% 12,854 $2.0M
Brandywine Oak Private Wealth LLC 0.17% Reduce -2.9% 12,811 $2.0M
Davidson Kahn Capital Management, LLC 1.02% Add +2.1% 12,742 $2.0M
Q Global Advisors, LLC 1.94% New 12,744 $2.0M
Spinnaker Trust 0.11% Reduce -4.0% 12,735 $2.0M
Modern Wealth Management, LLC 0.04% Reduce -6.6% 12,726 $2.0M
Patrick M Sweeney & Associates, Inc. 1.23% Reduce -1.4% 12,719 $2.0M
GAMMA Investing LLC 0.10% Add +1.8% 12,697 $2.0M
Intrepid Financial Planning Group LLC 0.74% Reduce -2.9% 12,628 $1.9M
KPP Advisory Services LLC 0.28% Reduce -4.8% 12,595 $1.9M
Plato Investment Management Ltd 0.13% No change 12,530 $1.9M
Hall Capital Management Co. Inc. 0.75% Reduce -0.5% 12,566 $1.9M
Klingman & Associates, LLC 0.09% Reduce -17.0% 12,553 $1.9M
Kingswood Wealth Advisors, LLC 0.09% Add +36.5% 12,541 $1.9M
Dockside LLC 0.50% — 12,539 $1.9M
Gateway Investment Advisers LLC 0.02% Add +7.3% 12,518 $1.9M
Hurley Capital, LLC 1.08% Reduce -4.7% 12,495 $1.9M
CENTRAL TRUST Co 0.04% Reduce -12.0% 12,489 $1.9M
Thoroughbred Financial Services, LLC 0.11% Reduce -15.9% 12,489 $1.9M
Brave Asset Management Inc. 0.45% No change 12,419 $1.9M
Coldstream Capital Management Inc. 0.02% Reduce -20.4% 12,366 $1.9M
Wilmington Savings Fund Society, FSB 0.04% Reduce -0.4% 12,341 $1.9M
Sandy Cove Advisors, LLC 0.56% Add +0.5% 12,236 $1.9M
Moseley Investment Management Inc. 0.58% Add +1.0% 12,171 $1.9M
Uniting Wealth Partners, LLC 0.57% Reduce -15.3% 12,156 $1.9M
Sagespring Wealth Partners, LLC 0.03% Add +8.4% 12,140 $1.9M
Fragasso Financial Advisors Inc 0.11% Reduce -22.5% 12,133 $1.9M
Choate Investment Advisors 0.04% Reduce -3.1% 12,125 $1.9M
Pekin Hardy Strauss, Inc. 0.17% Reduce -12.6% 12,124 $1.9M
Xcel Wealth Management, LLC 0.49% No change 12,112 $1.9M
Verity & Verity, LLC 0.14% No change 12,085 $1.9M
Baldwin Investment Management, LLC 0.21% Reduce -4.0% 12,009 $1.9M
Pinnacle West Asset Management, Inc. 1.20% Reduce -4.8% 12,010 $1.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -1.6% 12,457 $1.8M
Jacobi Capital Management LLC 0.11% Add +12.1% 11,963 $1.8M
Westside Investment Management, Inc. 0.29% Add +0.0% 11,904 $1.8M
Pittenger & Anderson Inc. 0.07% Reduce -1.9% 11,814 $1.8M
Parrish Capital LLC 1.65% — 11,788 $1.8M
Apella Capital, LLC 0.04% Reduce -1.1% 11,759 $1.8M
Smith, Moore & Co. 0.14% Reduce -5.0% 11,735 $1.8M
Avity Investment Management Inc. 0.13% Add +1.3% 11,735 $1.8M
Dearborn Partners LLC 0.09% No change 11,677 $1.8M
PKS Advisory Services, LLC 0.41% Reduce -1.1% 11,648 $1.8M
Connecticut Wealth Management, LLC 0.08% Add +11.7% 11,637 $1.8M
Morse Asset Management, Inc 0.36% Reduce -9.7% 11,632 $1.8M
Glen Eagle Advisors, LLC 0.24% Add +54.5% 11,624 $1.8M
TCW Group Inc. 0.01% New 11,618 $1.8M
Mitchell & Pahl Private Wealth, LLC 0.74% Reduce -0.2% 11,582 $1.8M
Sandbox Financial Partners, LLC 0.49% Reduce -3.6% 11,562 $1.8M
Waters Parkerson & Co., LLC 0.09% Reduce -8.7% 11,528 $1.8M
Augustine Asset Management Inc. 0.35% Reduce -0.9% 11,473 $1.8M
Sowell Financial Services LLC 0.07% Add +7.7% 11,473 $1.8M
Waterfront Wealth Inc. 0.34% Add +6.8% 11,750 $1.8M
Crescent Grove Advisors, LLC 0.17% Reduce -1.7% 11,454 $1.8M
Matrix Private Capital Group LLC 0.89% Add +0.1% 11,405 $1.8M
Hollencrest Capital Management 0.06% Reduce -10.5% 11,374 $1.8M
XTX Topco Ltd 0.05% New 11,371 $1.8M
WoodTrust Financial Corp 0.20% No change 11,350 $1.8M
Sfmg, LLC 0.12% Add +2.3% 11,320 $1.7M
Clarius Group, LLC 0.10% Add +0.2% 11,265 $1.7M
Elevatus Welath Management 0.47% Reduce -24.8% 11,256 $1.7M
OpenArc Corporate Advisory, LLC 0.03% — 11,216 $1.7M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -38.3% 11,136 $1.7M
Curated Wealth Partners LLC 0.19% Add +10.4% 11,129 $1.7M
Orange Investment Advisors, Inc. 0.19% Reduce -10.8% 11,087 $1.7M
Truvestments Capital LLC 0.31% Add +9.0% 11,057 $1.7M
Cordoba Advisory Partners LLC 0.42% — 11,027 $1.7M
Ar Asset Management Inc. 0.35% No change 11,000 $1.7M
Aspen Grove Capital, LLC 0.29% Add +0.2% 10,981 $1.7M
Harmony Asset Management LLC 0.57% Add +13.9% 10,944 $1.7M
Parcion Private Wealth LLC 0.10% Add +0.6% 10,935 $1.7M
Mather Group, Llc. 0.02% Add +6.9% 10,909 $1.7M
Old North State Trust, LLC 0.99% Add +7.1% 10,890 $1.7M
Capital Group Private Client Services, Inc. 0.03% Reduce -3.6% 10,847 $1.7M
Walter & Keenan Wealth Management LLC /in/ 0.45% Add +0.3% 10,829 $1.7M
Prosperity Consulting Group, LLC 0.07% Reduce -3.1% 10,759 $1.7M
Seelaus Asset Management LLC 1.34% Add +0.9% 10,756 $1.7M
Cooper Financial Group 0.17% Reduce -1.4% 10,593 $1.6M
Fideuram Asset Management (Ireland) dac 0.13% — 10,066 $1.6M
Ellevest, Inc. 0.22% Reduce -0.3% 10,484 $1.6M
Heritage Investors Management Corp. 0.05% Add +21.0% 10,366 $1.6M
Sage Mountain Advisors LLC 0.08% Reduce -5.0% 10,316 $1.6M
Meketa Investment Group Inc. 5.35% No change 10,267 $1.6M
AE Wealth Management LLC 0.01% Add +51.2% 10,249 $1.6M
Cornerstone National Bank & Trust Co 0.63% Add +1.7% 10,241 $1.6M
TFB Advisors LLC 0.44% Add +7.2% 10,229 $1.6M
LMG Wealth Partners, LLC 0.29% Reduce -1.8% 10,216 $1.6M
Focused Alpha, LLC 0.46% — 10,182 $1.6M
BBR Partners, LLC 0.08% Add +266.9% 10,162 $1.6M
Earned Wealth Advisors, LLC 0.11% Add +53.9% 10,103 $1.6M
Fulton Bank, N.A. 0.05% Reduce -13.8% 10,059 $1.6M
TBH Global Asset Management, LLC 0.26% Add +6.6% 10,025 $1.5M
Godshalk Welsh Capital Management, Inc. 0.88% Reduce -0.5% 10,020 $1.5M
Freestone Capital Holdings, LLC 0.05% Add +7.6% 10,019 $1.5M
Key Financial Inc 0.28% Reduce -17.5% 10,013 $1.5M
Intrua Financial, LLC 0.17% Add +40.9% 10,000 $1.5M
Shay Capital LLC 0.25% No change 10,000 $1.5M
MidFirst Bank 0.12% — 9,943 $1.5M
Anb Bank 0.61% Add +0.7% 9,900 $1.5M
Aptus Capital Advisors, LLC 0.01% Add +3.4% 9,871 $1.5M
Davis Investment Partners, LLC 0.53% Add +0.3% 9,568 $1.5M
RDA Financial Network 0.37% Reduce -0.9% 9,853 $1.5M
First National Bank of Omaha 0.04% New 9,805 $1.5M
FRG Family Wealth Advisors LLC 0.23% Add +0.0% 9,820 $1.5M
Quest Investment Management LLC 0.16% Reduce -1.4% 9,724 $1.5M
First National Trust Co 0.05% Add +0.3% 9,691 $1.5M
Tred Avon Family Wealth, LLC 0.48% Add +9.1% 9,647 $1.5M
Carson Advisory Inc. 0.77% Add +0.0% 9,627 $1.5M
AlphaCore Capital LLC 0.03% Add +15.1% 9,554 $1.5M
Waterway Wealth Management, LLC 0.33% Add +55.5% 9,547 $1.5M
Cookson Peirce & Co. Inc. 0.06% Add +6.0% 9,540 $1.5M
Brown Miller Wealth Management, LLC 0.41% Add +14.6% 9,533 $1.5M
Jmac Enterprises LLC 0.28% Add +9.2% 9,500 $1.5M
Comprehensive Money Management Services LLC 1.01% No change 9,490 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.11% No change 9,489 $1.5M
Exchange Traded Concepts, LLC 0.01% Reduce -30.8% 9,487 $1.5M
San Luis Wealth Advisors LLC 0.24% Add +21.7% 9,447 $1.5M
Cravens & Co Advisors, LLC 0.95% Reduce -3.4% 9,343 $1.5M
Elevation Point Wealth Partners, LLC 0.07% Add +31.0% 9,407 $1.4M
Vestmark Advisory Solutions, Inc. 0.02% Add +475.0% 9,407 $1.4M
Lebenthal Global Advisors, LLC 0.22% Add +7.2% 9,388 $1.4M
Arbor Wealth Advisors LLC 1.03% New 9,370 $1.4M
Sax Wealth Advisors, LLC 0.07% Add +7.7% 9,306 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Reduce -1.1% 9,289 $1.4M
LBMC Investment Advisors, LLC 0.09% Reduce -2.4% 9,265 $1.4M
IHT Wealth Management, LLC 0.03% Add +2.0% 9,295 $1.4M
MBM Wealth Consultants, LLC 0.34% Add +11.7% 9,168 $1.4M
Fjell Capital, LLC 1.07% Add +20.6% 9,047 $1.4M
Fifth Third Wealth Advisors LLC 0.05% Add +4.3% 9,020 $1.4M
Cornercap Investment Counsel Inc. 0.68% Reduce -1.3% 9,016 $1.4M
Fisher Asset Management 0.00% Add +15.7% 8,973 $1.4M
GTS Securities LLC 0.05% Add +114.9% 8,962 $1.4M
Vaughan David Investments LLC 0.03% No change 8,948 $1.4M
Gratus Wealth Advisors, LLC 0.19% Add +5.0% 8,938 $1.4M
Boltwood Capital Management 0.36% Reduce -0.1% 8,937 $1.4M
AdvisorNet Financial, Inc 0.07% Add +0.7% 8,901 $1.4M
Trust Investment Advisors 0.73% Add +9.8% 8,859 $1.4M
Rockland Trust Co. 0.05% Reduce -5.1% 8,853 $1.4M
Brian Low Financial Group, LLC 0.97% Add +17.5% 8,851 $1.4M
Longfellow Investment Management Co. LLC 0.31% Reduce -60.2% 8,821 $1.4M
Third View Private Wealth, LLC 0.18% — 8,811 $1.4M
Pictet North America Advisors SA 0.13% No change 8,800 $1.4M
Virginia Wealth Management Group, Inc. 0.79% Add +0.1% 8,785 $1.4M
Mission Creek Capital Partners, Inc. 0.27% Add +82.7% 8,738 $1.3M
Anchor Investment Management, LLC 0.11% Reduce -1.8% 8,700 $1.3M
Harbour Investments, Inc. 0.03% Reduce -4.8% 8,687 $1.3M
Rwa Wealth Partners, LLC 0.01% Add +0.1% 8,676 $1.3M
Ariston Services Group 0.78% No change 8,606 $1.3M
Illinois Municipal Retirement Fund 0.02% Reduce -49.8% 8,585 $1.3M
RiverFront Investment Group, LLC 0.02% Reduce -1.7% 8,584 $1.3M
Carnegie Lake Advisors LLC 0.50% No change 8,555 $1.3M
Shikiar Asset Management Inc. 0.36% Reduce -67.8% 8,550 $1.3M
Tocqueville Asset Management L.P. 0.02% Add +35.0% 8,541 $1.3M
Samjo Management, LLC 0.51% Reduce -7.6% 8,500 $1.3M
Union Savings Bank 0.57% — 8,489 $1.3M
Infrastructure Capital Advisors, LLC 0.22% Add +105.1% 8,486 $1.3M
Mission Wealth Management, LP 0.03% Add +1.3% 8,482 $1.3M
Tradition Wealth Management, LLC 0.09% Add +2.1% 8,389 $1.3M
TruWealth Advisors, LLC 0.06% Add +4.7% 8,383 $1.3M
Capital Analysts, LLC 0.04% Add +9.3% 8,382 $1.3M
Segment Wealth Management, LLC 0.07% Add +11.9% 8,308 $1.3M
Forum Financial Management, LP 0.02% Reduce -4.6% 8,296 $1.3M
Riverpark Capital Management LLC 2.46% Reduce -1.5% 8,261 $1.3M
Horizon Kinetics Asset Management LLC 0.02% Reduce -1.6% 8,251 $1.3M
EPG Wealth Management LLC 0.34% Add +8.3% 8,242 $1.3M
Wedmont Private Capital 0.04% Reduce -0.0% 8,236 $1.3M
Beta Wealth Group, Inc. 0.51% Reduce -6.6% 8,206 $1.3M
Cox Capital Mgt LLC 0.79% New 8,132 $1.3M
Verdence Capital Advisors LLC 0.07% Reduce -2.3% 8,186 $1.3M
Reliant Investment Partners, LLC 0.99% Reduce -8.4% 8,164 $1.3M
MIdWestOne Financial Group, Inc. 0.14% Reduce -2.1% 8,157 $1.3M
Portfolio Design Labs, LLC 0.21% Add +3.2% 8,154 $1.3M
Lederer & Associates Investment Counsel 0.84% Reduce -13.5% 8,135 $1.3M
Procyon Advisors, LLC 0.06% Add +92.3% 8,131 $1.3M
Haverford Trust Co 0.01% Add +0.2% 8,116 $1.3M
TOWER TRUST & INVESTMENT Co 0.78% Add +9.1% 8,076 $1.2M
GC Wealth Management RIA, LLC 0.05% Reduce -37.2% 8,073 $1.2M
Mayflower Financial Advisors, LLC 0.15% Add +0.8% 8,069 $1.2M
Anchyra Partners LLC 0.38% — 8,060 $1.2M
Bailard, Inc. 0.03% Reduce -11.5% 8,026 $1.2M
Trust Asset Management LLC 0.08% Reduce -3.5% 8,024 $1.2M
Curi Capital, LLC 0.02% Add +4.8% 8,016 $1.2M
Azimuth Capital Investment Management LLC 0.04% No change 8,002 $1.2M
Capital Management Associates 1.81% No change 8,000 $1.2M
Alpha Cubed Investments, LLC 0.04% Add +3.6% 7,981 $1.2M
E&G Advisors, LLC 0.27% Reduce -9.9% 8,002 $1.2M
17 Capital Partners, LLC 0.63% No change 7,901 $1.2M
Evolve Private Wealth, LLC 0.07% — 7,899 $1.2M
Chapin Davis, Inc. 0.28% Add +32.3% 7,859 $1.2M
Lowe Brockenbrough & Co. Inc. 0.06% Add +0.2% 7,829 $1.2M
NLB Skladi, upravljanje premozenja, d.o.o. 0.06% — 7,798 $1.2M
Fortress Private Ledger, LLC 0.40% Add +4.3% 7,788 $1.2M
Latash Investments, LLC 0.80% No change 7,774 $1.2M
MSH Capital Advisors LLC 0.26% Add +76.1% 7,748 $1.2M
Benchmark Financial Wealth Advisors, LLC 0.34% Add +0.9% 7,748 $1.2M
Richards, Merrill & Peterson, Inc. 0.46% Add +16.9% 7,741 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.26% Add +8.0% 7,737 $1.2M
Investment Partners Asset Management, Inc. 0.74% Reduce -0.6% 7,719 $1.2M
Beacon Investment Advisory Services, Inc. 0.05% Reduce -13.8% 7,719 $1.2M
Sound View Wealth Advisors Group, LLC 0.08% No change 7,704 $1.2M
Vision Retirement, LLC 0.32% — 7,696 $1.2M
Advisory Resource Group 0.21% Add +0.5% 7,692 $1.2M
Profund Advisors LLC 0.04% Reduce -21.1% 7,683 $1.2M
Walker Asset Management, LLC 0.63% Add +2.2% 7,657 $1.2M
Axq Capital, LP 0.26% New 7,579 $1.2M
Nwam LLC 0.07% Add +0.8% 7,752 $1.2M
SeaCrest Wealth Management, LLC 0.12% Reduce -5.3% 7,557 $1.2M
Alteri Wealth LLC 0.38% Add +0.2% 7,521 $1.2M
Div Capital Phoenix Assets Ltd 0.29% — 7,454 $1.1M
DRW Securities, LLC 0.09% Reduce -41.0% 7,442 $1.1M
Renaissance Investment Group LLC 0.23% Reduce -2.0% 7,430 $1.1M
Beaumont Asset Management, L.L.C. 0.57% Reduce -0.1% 7,404 $1.1M
ATX Financial Planning, LLC 0.87% — 7,334 $1.1M
Csenge Advisory Group 0.05% Add +8.3% 7,331 $1.1M
Premier Path Wealth Partners, LLC 0.15% Add +2.1% 7,309 $1.1M
Meridian Wealth Advisors, LLC 0.16% Reduce -12.1% 7,280 $1.1M
Dynamic Advisor Solutions LLC 0.04% Reduce -1.7% 7,253 $1.1M
Element Wealth, LLC 0.46% Add +0.3% 7,247 $1.1M
Laurion Capital Management LP 0.08% Reduce -81.1% 7,228 $1.1M
Sippican Capital Advisors 0.71% No change 7,219 $1.1M
Pennsylvania Capital Management Inc. 0.30% Reduce -6.9% 7,208 $1.1M
Sapient Capital LLC 0.02% Add +52.6% 7,139 $1.1M
SVB Wealth LLC 0.07% Reduce -1.9% 7,168 $1.1M
Mangrove Partners Im, LLC 0.09% New 7,164 $1.1M
Cigna Investments Inc. 0.16% Add +0.5% 7,159 $1.1M
PGIM Custom Harvest LLC 0.02% Reduce -1.6% 7,131 $1.1M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -16.2% 7,116 $1.1M
Man Group plc 0.00% Reduce -90.0% 7,101 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +101.3% 7,088 $1.1M
Highland Capital Management, LLC 0.05% Reduce -68.2% 7,085 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Reduce -8.6% 7,069 $1.1M
Naviter Wealth, LLC 0.14% Reduce -2.0% 7,068 $1.1M
Invst, LLC 0.12% Reduce -2.6% 7,047 $1.1M
Smartleaf Asset Management LLC 0.04% Add +76.7% 7,005 $1.1M
Cladis Investment Advisory, LLC 0.59% No change 7,000 $1.1M
Westover Capital Advisors, LLC 0.20% No change 6,996 $1.1M
Tempo Wealth, LLC 0.19% — 6,967 $1.1M
GLOBALT Investments LLC / GA 0.04% Reduce -26.1% 6,912 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +14.0% 6,912 $1.1M
MASTERINVEST Kapitalanlage GmbH 0.10% Reduce -62.1% 6,856 $1.1M
Kathmere Capital Management, LLC 0.07% Reduce -35.2% 6,882 $1.1M
Davis R M Inc. 0.02% Reduce -1.8% 6,868 $1.1M
Schmidt P J Investment Management Inc. 0.17% Add +2.0% 6,864 $1.1M
Calamos Wealth Management LLC 0.04% Add +4.4% 6,853 $1.1M
Linscomb Wealth, Inc. 0.04% Add +0.0% 6,832 $1.1M
Moneco Advisors, LLC 0.08% Add +5.6% 6,831 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -1.6% 6,809 $1.0M
Strategic Advisors LLC 0.16% Add +0.6% 6,799 $1.0M
Belpointe Asset Management LLC 0.04% Reduce -27.5% 6,788 $1.0M
Marest Capital, LLC 0.59% Add +0.8% 6,787 $1.0M
Leonteq Securities AG 0.06% Reduce -16.8% 6,781 $1.0M
NorthRock Partners, LLC 0.02% Reduce -51.9% 6,766 $1.0M
Evoke Wealth, LLC 0.02% Add +54.1% 6,761 $1.0M
Landmark Investment Partners, L.P. 0.89% Reduce -85.2% 6,759 $1.0M
Winthrop Partners - WNY, LLC 0.56% — 6,759 $1.0M
Curbstone Financial Management Corp 0.20% Reduce -0.3% 6,738 $1.0M
Empire Financial Management Company, LLC 0.23% No change 6,717 $1.0M
YHB Investment Advisors, Inc. 0.07% Add +10.1% 6,697 $1.0M
MBL Wealth, LLC 0.08% Add +363.4% 6,659 $1.0M
Herold Advisors, Inc. 0.23% Add +18.6% 6,654 $1.0M
Foguth Wealth Management, LLC. 0.16% — 6,456 $1.0M
Steinberganna Wealth Management 0.48% Add +0.9% 6,644 $1.0M
Crewe Advisors LLC 0.09% Add +0.4% 6,624 $1.0M
Powell Investment Advisors, LLC 0.35% No change 6,622 $1.0M
St. Louis Trust Co 0.12% New 6,621 $1.0M
Global Wealth Management Investment Advisory, Inc. 0.16% Reduce -29.4% 6,595 $1.0M
Gilman Hill Asset Management, LLC 0.16% Add +2.8% 6,567 $1.0M
Erste Asset Management GmbH 0.01% Add +69.3% 6,514 $1.0M
CHICAGO TRUST Co NA 0.16% Reduce -21.6% 6,547 $1.0M
PeakShares LLC 0.98% — 6,528 $1.0M
NCM Capital Management, LLC 0.37% Add +2.8% 6,523 $1.0M
Purus Wealth Management, LLC 0.31% Reduce -0.9% 6,519 $1.0M
Ransom Advisory, Ltd 0.40% Add +6.6% 6,518 $1.0M
HCR Wealth Advisors 0.10% Reduce -2.9% 6,510 $1.0M
Cordgrass Capital Advisors, LLC 0.24% Add +5.0% 6,501 $1.0M
Jeppson Wealth Management, LLC 0.32% Reduce -0.2% 6,494 $1.0M
Legacy Advisors, LLC 0.11% Add +4.3% 6,481 $999K
LCNB Corp. 0.33% No change 6,468 $997K
Element Pointe Advisors, LLC 0.19% Reduce -1.8% 6,456 $995K
Heirloom Wealth Management 0.23% Reduce -19.8% 6,449 $994K
Nicholas Wealth, LLC. 0.67% Add +18.7% 6,439 $993K
First Dallas Securities Inc. 0.37% No change 6,410 $988K
Cullinan Associates Inc. 0.07% No change 6,410 $988K
Accurate Wealth Management, LLC 0.13% Reduce -0.6% 6,259 $986K
Aviance Capital Partners, LLC 0.11% Reduce -1.5% 6,394 $986K
First Pacific Financial 0.13% Reduce -5.9% 6,384 $984K
Per Stirling Capital Management, LLC. 0.11% Add +0.3% 6,382 $984K
Jackson Square Capital, LLC 0.19% Reduce -1.2% 6,360 $980K
NorthCoast Asset Management LLC 0.02% Reduce -99.3% 6,324 $975K
Busey Bank 0.03% Reduce -5.8% 6,304 $972K
Lewis Asset Management, LLC 0.39% Add +2.1% 6,273 $967K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -10.3% 6,271 $967K
Tectonic Advisors LLC 0.05% Reduce -25.6% 6,251 $964K
Coordinated Financial Services, Inc. 0.56% Add +11.6% 6,124 $958K
Clear Creek Financial Management, LLC 0.08% Reduce -2.7% 6,176 $952K
Prentice Wealth Management LLC 0.22% Add +4.7% 6,176 $952K
Ameritas Advisory Services, LLC 0.04% Reduce -7.3% 6,126 $944K
Newman Dignan & Sheerar, Inc. 0.20% Add +0.3% 6,125 $944K
Guinness Asset Management LTD 0.02% Add +28.1% 6,082 $944K
First PREMIER Bank 0.22% No change 6,119 $943K
Brooklyn Investment Group 0.04% Add +69.3% 6,078 $943K
Sage Rhino Capital LLC 0.18% Reduce -3.9% 6,095 $939K
GPS Wealth Strategies Group, LLC 0.80% Reduce -65.6% 6,084 $938K
BIP Wealth, LLC 0.03% Add +123.4% 6,041 $931K
NTV Asset Management LLC 0.10% No change 6,027 $929K
BSW Wealth Partners 0.11% Reduce -4.9% 6,018 $928K
Fund Advisors of America Inc 0.85% — 6,013 $927K
Tyche Wealth Partners LLC 0.15% Add +0.1% 6,013 $927K
CNB Bank 0.38% Add +11.1% 6,006 $926K
Supplemental Annuity Collective Trust of NJ 0.24% No change 6,000 $925K
Arcus Capital Partners, LLC 0.33% Add +21.3% 5,995 $924K
M3 Advisory Group, LLC 0.56% Reduce -1.7% 5,980 $922K
Shelton Capital Management 0.02% Reduce -0.0% 5,952 $917K
Gladstone Institutional Advisory LLC 0.03% Reduce -0.4% 5,941 $916K
Nicolet Bankshares Inc. 0.15% Reduce -25.5% 5,895 $909K
Robeco Institutional Asset Management B.V. 0.00% Reduce -64.6% 5,895 $909K
Geneos Wealth Management Inc. 0.02% Reduce -2.2% 5,881 $907K
Aviso Wealth Management 0.38% Reduce -0.0% 5,841 $900K
Montag A & Associates Inc. 0.04% Reduce -70.2% 5,839 $900K
Old Port Advisors 0.22% Add +0.2% 5,806 $895K
Flputnam Investment Management Co. 0.01% Reduce -19.7% 5,787 $892K
Seamount Financial Group Inc. 0.40% Add +5.7% 5,784 $892K
Kensington Investment Counsel, LLC 0.36% Add +0.5% 5,783 $891K
Commerzbank Aktiengesellschaft 0.02% No change 5,764 $888K
Arthur M. Cohen & Associates, LLC 0.14% Add +11.6% 5,759 $888K
Aprio Wealth Management, LLC 0.05% Add +11.5% 5,749 $886K
Wills Financial Group LLC 0.34% Add +4.8% 5,722 $882K
DF Dent & Co. Inc. 0.01% Reduce -1.2% 5,694 $878K
Syon Capital LLC 0.04% Add +16.8% 5,683 $876K
Continuum Advisory, LLC 0.09% Add +19.9% 5,679 $875K
Cassaday & Co Wealth Management LLC 0.02% Reduce -1.2% 5,677 $875K
Ashton Thomas Securities, LLC 0.17% Add +16.7% 5,657 $872K
Kozak & Associates, Inc. 0.17% No change 5,506 $868K
Two Sigma Securities, LLC 0.12% New 5,620 $866K
McDonald Partners LLC 0.27% Add +7.4% 5,614 $865K
Advisory Advocates, LLC 0.86% — 5,600 $863K
Revolve Wealth Partners, LLC 0.10% Reduce -4.2% 5,600 $863K
Samalin Investment Counsel, LLC 0.31% Add +8.2% 5,573 $859K
LRI Investments, LLC 0.07% Reduce -7.1% 5,554 $856K
IFP Advisors, Inc 0.02% Add +1.8% 5,499 $848K
Essential Investment Partners LLC 0.80% — 5,488 $846K
Empirical Finance, LLC 0.04% Add +0.9% 5,486 $846K
Avestar Capital, LLC 0.06% Reduce -12.8% 5,458 $841K
Minot DeBlois Advisors LLC 0.75% Add +1.2% 5,446 $840K
Westmount Partners, LLC 0.21% Reduce -1.2% 5,440 $838K
Mosaic Financial Group, LLC 0.57% Add +0.2% 5,434 $838K
Salem Investment Counselors Inc. 0.02% No change 5,409 $834K
Cullen Investment Group, LTD. 0.11% Add +0.5% 5,284 $833K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +128.2% 5,346 $824K
Montecito Bank & Trust 0.13% Reduce -0.1% 5,343 $824K
Avalon Capital Management 0.20% No change 5,320 $820K
Ironsides Asset Advisors, LLC 0.21% No change 5,300 $817K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -4.1% 5,276 $813K
Gilliland Jeter Wealth Management LLC 0.24% Reduce -0.6% 5,251 $809K
Quad-Cities Investment Group, LLC 0.33% No change 5,251 $809K
OMNI 360 Wealth, Inc. 0.41% Reduce -0.3% 5,092 $808K
Norden Group LLC 0.08% Reduce -1.8% 5,234 $807K
Roble, Belko & Company, Inc 0.11% Reduce -1.1% 5,229 $806K
Journey Strategic Wealth LLC 0.02% Add +1.6% 5,209 $803K
Thoma Capital Management LLC 0.46% Add +1.9% 5,208 $803K
QTR Family Wealth, LLC 0.35% Add +13.9% 5,988 $801K
Pin Oak Investment Advisors Inc. 0.56% No change 6,169 $800K
American National Bank & Trust 0.08% Add +0.5% 5,174 $798K
Gables Capital Management Inc. 0.34% Reduce -2.4% 5,165 $796K
Focus Financial Network, Inc. 0.03% Add +7.1% 5,158 $795K
Smithfield Trust Co 0.04% No change 5,165 $794K
Willner & Heller, LLC 0.57% Add +0.9% 5,125 $790K
Pure Financial Advisors, LLC 0.01% Add +5.6% 5,124 $790K
1620 Investment Advisors, Inc. 0.53% Reduce -1.5% 5,122 $790K
Fairscale Capital, LLC 0.52% Add +14.4% 5,121 $789K
Kennebec Savings Bank 0.68% Add +1.8% 5,113 $788K
Ossiam 0.02% Reduce -90.6% 5,112 $788K
Howard Capital Management, LLC 0.01% Add +0.5% 5,097 $786K
Aigen Investment Management, LP 0.18% New 5,095 $785K
Gsa Capital Partners LLP 0.07% Add +32.4% 5,070 $781K
Mosley Wealth Management 0.36% — 4,777 $776K
VestGen Advisors, LLC 0.03% Add +12.5% 5,034 $776K
Southland Equity Partners LLC 0.15% Reduce -0.8% 5,024 $774K
Leo Wealth, LLC 0.06% Add +30.5% 5,020 $774K
Sheets Smith Wealth Management 0.08% Reduce -0.6% 4,992 $769K
Chemistry Wealth Management LLC 0.14% No change 4,969 $766K
Broyhill Asset Management, LLC 0.67% Reduce -5.7% 4,956 $764K
Cfo Capital Management LLC 0.57% — 4,954 $764K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.59% — 4,942 $762K
Viawealth, LLC 0.43% Reduce -3.8% 4,934 $761K
Northbridge Financial Group, LLC 0.34% — 4,933 $760K
Visionary Wealth Advisors 0.03% Reduce -8.1% 4,931 $760K
Bar Harbor Wealth Management 0.04% Reduce -0.9% 4,930 $760K
Americana Partners, LLC 0.02% Add +281.6% 4,915 $758K
WealthTrust Axiom LLC 0.19% Reduce -5.2% 4,915 $758K
Aspetuck Financial Management LLC 0.51% No change 4,895 $755K
LOM Asset Management Ltd 0.22% Reduce -0.4% 4,895 $755K
Oxford Financial Group, LTD. LLC 0.04% Reduce -79.7% 4,869 $751K
Clifford Swan Investment Counsel LLC 0.02% Reduce -2.0% 4,869 $751K
Regal Investment Advisors LLC 0.04% Reduce -6.5% 4,865 $750K
Keel Point, LLC 0.05% Reduce -0.7% 4,862 $749K
Van Cleef Asset Management,Inc 0.08% No change 4,850 $748K
First County Bank 0.39% Add +6.4% 4,827 $744K
Lakeshore Capital Group, Inc. 0.59% Add +2.2% 4,820 $743K
Octavia Wealth Advisors, LLC 0.07% Add +0.5% 4,837 $742K
Bienville Capital Management, LLC 0.12% Reduce -16.8% 4,813 $742K
Odyssean, LLC 0.53% — 4,789 $738K
Dale Q Rice Investment Management Ltd 0.53% No change 4,787 $738K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -3.5% 4,781 $737K
iSAM Funds (UK) Ltd 0.26% New 4,745 $731K
Dark Forest Capital Management LP 0.03% New 4,732 $729K
Spirepoint Private Client, LLC 0.07% Add +52.0% 4,701 $725K
Alan B Lancz & Associates, Inc. 0.64% No change 4,700 $724K
TRUE Private Wealth Advisors 0.07% Reduce -1.2% 4,698 $724K
Advisory Research Inc. 0.09% No change 4,667 $719K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Reduce -9.7% 4,662 $719K
Birinyi Associates Inc. 0.18% Reduce -1.8% 4,659 $718K
Keating Financial Advisory Services, Inc. 0.10% — 4,629 $714K
Ullmann Wealth Partners Group, LLC 0.07% No change 4,851 $711K
10Elms LLP 0.74% No change 4,614 $711K
Paragon Private Wealth Management, LLC 0.22% Add +3.8% 4,610 $711K
Verus Capital Partners, LLC 0.05% Reduce -0.1% 4,609 $710K
Headinvest, LLC 0.14% New 4,604 $710K
Mark Sheptoff Financial Planning, LLC 0.34% Reduce -25.5% 4,600 $709K
Inscription Capital, LLC 0.07% Add +30.2% 4,591 $708K
Redhawk Wealth Advisors, Inc. 0.08% Reduce -24.3% 4,590 $708K
McElhenny Sheffield Capital Management, LLC 0.17% Reduce -47.3% 4,582 $706K
Strategic Blueprint, LLC 0.04% Reduce -39.5% 4,576 $705K
Wealth Alliance, LLC 0.07% Reduce -0.7% 4,562 $703K
Next Capital Management LLC 0.23% Add +0.5% 4,560 $703K
YANKCOM Partnership 0.30% Add +3.9% 4,551 $701K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +84.8% 4,543 $700K
Annex Advisory Services, LLC 0.01% Add +3.3% 4,537 $699K
Garden State Investment Advisory Services LLC 0.17% Reduce -9.2% 4,523 $699K
Harvest Fund Management Co., Ltd 0.03% Reduce -45.8% 4,537 $699K
Performance Wealth Partners, LLC 0.02% Add +58.5% 4,535 $699K
Western Financial Corp 0.28% Reduce -2.7% 4,502 $694K
Guyasuta Investment Advisors Inc. 0.04% New 4,500 $694K
Sweeney & Michel, LLC 0.20% Reduce -7.8% 5,176 $691K
Gridiron Partners, LLC 0.39% Reduce -97.6% 4,454 $687K
Financial Partners Group, Inc 0.08% Add +7.5% 4,820 $686K
First American Trust, FSB 0.05% No change 4,443 $685K
Gryphon Financial Partners LLC 0.07% Add +58.5% 4,427 $682K
Courier Capital LLC 0.04% Reduce -3.6% 4,422 $682K
Regatta Capital Group, LLC 0.10% Reduce -1.1% 4,406 $679K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.7% 4,397 $678K
Centiva Capital, LP 0.04% New 4,395 $677K
Total Wealth Planning & Management, Inc. 0.54% — 4,395 $677K
Gradient Capital Advisors, LLC 0.17% No change 4,390 $677K
Perennial Investment Advisors, LLC 0.05% Add +1.7% 4,386 $676K
Lanark Financial, Inc. 0.05% Add +2.5% 4,372 $674K
IFG Advisory, LLC 0.03% Add +101.0% 4,360 $672K
Polymer Capital Management (US) LLC 0.09% New 4,360 $672K
HHM Wealth Advisors, LLC 0.08% No change 4,356 $671K
Riverview Capital Advisers, LLC 0.20% Reduce -0.5% 4,355 $671K
Logan Capital Management Inc. 0.03% No change 4,352 $671K
Kohmann Bosshard Financial Services, LLC 0.06% No change 4,343 $669K
Pallas Capital Advisors LLC 0.02% Reduce -35.0% 4,337 $668K
JFS Wealth Advisors, LLC 0.04% Add +3.0% 4,323 $666K
Personal Cfo Solutions, LLC 0.11% Reduce -1.3% 4,321 $666K
HBK Sorce Advisory LLC 0.02% Reduce -3.8% 5,114 $663K
Global Assets Advisory, LLC 0.19% Reduce -27.6% 4,299 $663K
LVW Advisors, LLC 0.07% Add +2.8% 4,296 $662K
Mayfair Advisory Group, LLC 0.26% Add +1.2% 4,166 $662K
Soltis Investment Advisors LLC 0.04% Add +7.5% 4,290 $661K
Trueblood Wealth Management, LLC 0.26% Reduce -1.9% 4,274 $659K
Panagora Asset Management Inc. 0.00% Reduce -1.4% 4,273 $659K
KMG Fiduciary Partners, LLC 0.05% Reduce -1.1% 4,260 $657K
Optiver Holding B.V. 0.01% Add +166.7% 4,254 $656K
Heritage Wealth Advisors 0.03% No change 4,248 $655K
Franklin Street Advisors Inc. 0.04% Reduce -36.7% 4,247 $655K
Zions Bancorporation, National Association 0.03% Add +70.4% 4,244 $654K
Foster Victor Wealth Advisors, LLC 0.04% Add +10.1% 3,991 $653K
Marex Group Ltd 0.01% Add +104.7% 4,217 $650K
Onyx Bridge Wealth Group LLC 0.07% Add +5.3% 4,205 $648K
BNB Wealth Management, LLC 0.42% — 4,190 $646K
Partners Capital Investment Group, LLP 0.02% Add +0.2% 4,189 $646K
Laurel Oak Wealth Management, LLC 0.11% — 4,174 $643K
AlTi Global, Inc. 0.01% Add +16.0% 4,158 $641K
Cornerstone Advisory, LLC 0.06% Add +3.4% 4,155 $640K
Wimmer Associates 1, LLC 0.30% No change 4,143 $639K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -26.4% 4,128 $636K
MOR Wealth Management, LLC 0.29% — 4,117 $635K
SageView Advisory Group, LLC 0.02% Reduce -47.9% 4,117 $635K
Forbes J M & Co. LLP 0.05% Reduce -0.6% 4,084 $630K
Elmwood Wealth Management, Inc. 0.20% Add +4.0% 4,080 $629K
TD Private Client Wealth LLC 0.01% Reduce -5.7% 4,071 $628K
Blueshift Asset Management, LLC 0.18% New 4,054 $625K
Shum Financial Group, Inc. 0.45% Add +8.8% 4,046 $624K
Moss Adams Wealth Advisors LLC 0.05% Add +3.9% 4,034 $622K
Legacy Wealth Management, LLC / MS 0.17% Add +2.9% 4,033 $622K
CX Institutional 0.02% Add +6.2% 4,022 $620K
Valmark Advisers, Inc. 0.01% Add +4.3% 4,014 $619K
MFA Wealth Services 0.42% Add +6.3% 4,009 $618K
Topsail Wealth Management, LLC 0.09% Add +102.6% 4,005 $617K
Saiph Capital, LLC 0.22% No change 4,002 $617K
Avior Wealth Management, LLC 0.02% Add +6.9% 4,002 $617K
CM Wealth Advisors LLC 0.14% New 3,997 $616K
SlateStone Wealth, LLC 0.05% Add +1.9% 3,997 $616K
TCI Wealth Advisors, Inc. 0.03% Add +0.2% 3,992 $615K
Triad Wealth Partners, LLC 0.06% Add +24.3% 3,991 $615K
Cary Street Partners Investment Advisory LLC 0.17% Reduce -3.7% 3,988 $615K
Everpar Advisors LLC 0.23% Reduce -7.5% 3,984 $614K
Family Manage LLC 0.08% Add +2.8% 3,962 $611K
Redwood Financial Network Corp 0.38% Add +12.3% 3,911 $603K
Ameliora Wealth Management Ltd. 0.18% Add +6.0% 3,909 $603K
Ames National Corp. 0.35% No change 3,900 $601K
McMillan Office, Inc. 0.07% — 3,900 $601K
Godsey & Gibb, Inc. 0.05% Add +1.5% 3,900 $601K
Excalibur Management Corp. 0.21% Reduce -4.2% 3,864 $596K
OneAscent Financial Services LLC 0.05% Add +2.7% 3,859 $595K
Sovereign Financial Group, Inc. 0.11% Add +3.3% 3,855 $594K
RFG Advisory, LLC 0.01% Add +1.4% 3,852 $594K
Hodges Capital Management Inc. 0.05% Reduce -4.0% 3,850 $593K
Fiduciary Family Office, LLC 0.17% Reduce -1.3% 3,850 $593K
Perkins Coie Trust Co 0.11% No change 3,843 $592K
Palumbo Wealth Management LLC 0.15% New 3,832 $591K
Ponta Wealth Partners, LLC 0.54% — 3,792 $584K
Plotkin Financial Advisors, LLC 0.28% No change 3,779 $582K
Legacy Edge Advisors, LLC 0.06% Reduce -7.4% 3,776 $582K
Checchi Capital Advisers, LLC 0.04% Reduce -10.3% 3,761 $580K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -1.1% 3,759 $579K
Harris Associates (Oakmark Funds) 0.00% New 3,750 $578K
Gross & Hartman Investments LLC 0.33% — 3,749 $578K
Parkside Financial Bank & Trust 0.04% Add +3.2% 3,745 $577K
Adelphi Trust Co 0.47% — 3,743 $577K
Advisor OS, LLC 0.05% Add +7.8% 3,741 $577K
Integral Investment Advisors, Inc. 0.14% Add +19.5% 3,732 $575K
Papamarkou Wellner Asset Management inc. 0.35% New 3,729 $575K
RB Capital Management, LLC 0.12% Add +27.2% 3,696 $570K
Bigelow Investment Advisors, LLC 0.22% Reduce -4.2% 3,685 $568K
Conning Inc. 0.02% Add +7.7% 3,679 $567K
L2 Asset Management, LLC 0.08% Add +8.3% 3,676 $567K
Advyzon Investment Management, LLC 0.07% Add +33.8% 3,646 $562K
Janney Capital Management LLC 0.04% No change 3,635 $560K
Keystone Financial Group 0.04% Reduce -4.8% 3,623 $558K
Texas Bank & Trust Co 0.20% Add +38.2% 3,615 $557K
Valued Retirements, Inc. 0.54% No change 3,611 $557K
Armstrong Advisory Group, Inc. 0.04% Add +0.2% 3,610 $556K
Heartland Bank & Trust Co 0.24% Reduce -34.7% 3,610 $556K
Atlas Capital Advisors Inc. 0.06% — 3,600 $555K
Bernardo Wealth Planning LLC 0.11% Reduce -0.3% 3,598 $555K
Great Lakes Advisors, LLC 0.00% Reduce -6.1% 3,578 $552K
Asset Advisory Group, Inc. 0.28% — 3,575 $551K
Worth Financial Advisory Group, LLC 0.27% Add +0.6% 3,571 $551K
BankPlus Wealth Management LLC 0.30% Add +1.4% 3,565 $550K
Bogart Wealth, LLC 0.02% Add +17.8% 3,562 $549K
Essex Bank 0.12% No change 3,560 $549K
Snowwater Investment Partners, LLC 0.50% — 3,558 $548K
Colonial River Investments, LLC 0.20% Reduce -5.0% 3,553 $548K
Tandem Investment Advisors, Inc. 0.02% No change 3,545 $546K
Petros Family Wealth, LLC 0.36% New 3,544 $546K
Nadler Financial Group, Inc. 0.05% Reduce -5.5% 3,539 $546K
Nilsine Partners, LLC 0.05% Add +3.2% 3,533 $545K
Carlson Financial, Inc. 0.31% — 3,522 $543K
LRT Capital Management, LLC 0.46% New 3,515 $542K
Triumph Capital Management 0.12% Reduce -62.7% 3,515 $542K
Select Asset Management & Trust 0.17% No change 3,511 $541K
WBH Advisory Inc. 0.04% Add +0.2% 3,508 $541K
Alchemi Wealth, LLC 0.29% — 3,492 $538K
AssuredPartners Investment Advisors, LLC 0.08% Add +6.0% 3,491 $538K
Capital Square, LLC 0.27% Add +47.0% 3,488 $538K
Smart Money Group LLC 0.16% Add +0.3% 3,480 $536K
Congress Park Capital LLC 0.16% Reduce -20.0% 3,479 $536K
Ehrenkranz Partners L.P. 0.61% Add +167.5% 3,478 $536K
Intesa Sanpaolo Wealth Management 0.11% — 3,469 $535K
Frec Markets, Inc. 0.16% — 3,466 $534K
Dymon Asia Capital (singapore) Pte. LTD. 0.12% New 3,464 $534K
Advisory Alpha, LLC 0.01% Reduce -3.3% 3,458 $533K
Tannin Capital LLC 0.48% — 3,448 $531K
Zacks Investment Management 0.00% Reduce -0.2% 3,445 $531K
One Capital Management, LLC 0.02% Add +131.8% 3,440 $530K
NorthStar Asset Management LLC 0.24% Add +0.2% 3,437 $530K
Lantz Financial LLC 0.11% Reduce -3.7% 3,433 $529K
Jump Financial, LLC 0.01% Reduce -36.4% 3,424 $528K
Hutchens & Kramer Investment Management Group, LLC 0.18% No change 3,400 $524K
Bluefin Capital Management, LLC 0.15% New 3,400 $524K
Warner Group LLC 0.32% Add +24.9% 3,387 $522K
PMG Family Office LLC 0.60% Reduce -8.2% 3,380 $521K
Marshall Financial Group, LLC 0.10% Reduce -0.1% 3,371 $520K
Clearwater Capital Advisors, LLC 0.04% Reduce -0.8% 3,366 $519K
Simon Quick Advisors, LLC 0.02% Add +27.7% 3,354 $517K
CV Advisors LLC 0.13% Reduce -41.7% 3,351 $517K
Boston Family Office LLC 0.03% Add +22.2% 3,339 $515K
Blue Trust, Inc. 0.01% Add +2.4% 3,339 $515K
Disciplined Investors, L.L.C. 0.34% Reduce -22.1% 3,332 $514K
United Advisor Group, LLC 0.07% Reduce -13.2% 3,320 $512K
Venturi Wealth Management, LLC 0.02% Reduce -9.3% 3,319 $512K
Aaron Wealth Advisors LLC 0.03% Reduce -1.3% 3,316 $511K
Claro Advisors Inc. 0.07% Add +0.6% 3,310 $510K
Absolute Capital Management, LLC 0.19% Reduce -55.4% 3,307 $510K
Sigma Investment Counselors Inc. 0.03% Add +2.5% 3,302 $509K
Schrum Private Wealth Management LLC 0.38% Reduce -0.5% 3,302 $509K
Clark Capital Management Group, Inc. 0.00% Add +119.5% 3,301 $509K
Ameriflex Group, Inc. 0.26% Reduce -44.6% 3,300 $509K
Marino, Stram & Associates LLC 0.09% Reduce -44.0% 3,294 $508K
Burns J W & Co. Inc. 0.06% No change 3,275 $505K
Veracity Capital LLC 0.15% Reduce -0.2% 3,272 $504K
Certuity, LLC 0.03% Reduce -0.7% 3,268 $504K
Pension & Wealth Management Advisors, Inc. 0.15% Add +19.5% 3,267 $504K
South Shore Capital Advisors 0.37% — 3,267 $504K
LeClair Wealth Partners LLC 0.29% No change 3,258 $502K
Trust Point Inc. 0.04% Reduce -2.9% 3,256 $502K
Medallion Wealth Advisors, LLC 0.17% Reduce -0.9% 3,239 $499K
Catalyst Financial Partners LLC 0.06% Add +31.3% 3,226 $497K
Mindset Wealth Management, LLC 0.13% Reduce -1.9% 3,215 $496K
BCU Wealth Advisors, LLC 0.19% No change 3,200 $493K
Avantax Planning Partners, Inc. 0.01% Reduce -0.1% 3,199 $493K
Dover Advisors, LLC 0.19% Add +0.2% 3,195 $492K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +5.9% 3,193 $492K
Manske Wealth Management 0.14% Add +0.0% 3,171 $489K
GSG Advisors LLC 0.13% Add +0.6% 3,168 $488K
1248 Management, LLC 0.26% No change 3,166 $488K
LWM Advisory Services, LLC 0.29% Reduce -4.3% 3,166 $488K
Kesler, Norman & Wride, LLC 0.08% Add +82.8% 3,163 $488K
TMB Capital Partners, LLC 0.17% — 3,158 $487K
Presidio Capital Management, LLC 0.15% Add +7.1% 3,158 $487K
BLB&B Advisors, LLC 0.02% Reduce -2.6% 3,152 $486K
Federated Hermes, Inc. 0.00% Add +12.5% 3,150 $486K
Silvia McColl Wealth Management, LLC 0.32% No change 3,149 $485K
Atwood & Palmer Inc. 0.03% Add +0.9% 3,145 $485K
CDKV Holdings LLC 0.40% — 3,141 $484K
Hilton Head Capital Partners, LLC 0.28% — 3,130 $483K
Cape Investment Advisory, Inc. 0.15% Add +814.7% 3,119 $481K
IVC Wealth Advisors LLC 0.21% Add +3.8% 3,105 $479K
Signet Investment Advisory Group, Inc. 0.22% Reduce -38.9% 3,100 $478K
J. Goldman & Co LP 0.02% New 3,100 $478K
Bank Pictet & Cie (Europe) AG 0.01% Add +47.0% 3,088 $476K
Castle Rock Wealth Management, LLC 0.10% Add +1.7% 3,625 $475K
Eagle Wealth Strategies LLC 0.22% Reduce -0.2% 3,075 $474K
Equitable Trust Co. 0.02% No change 3,074 $474K
CoreCap Advisors, LLC 0.02% Reduce -2.3% 3,070 $473K
Seven Mile Advisory 0.08% Reduce -8.4% 3,067 $473K
Stratos Investment Management, LLC 0.02% Reduce -12.2% 3,056 $471K
Meridian Wealth Management, LLC 0.02% Add +9.5% 3,050 $470K
Dynasty Wealth Management, LLC 0.00% Reduce -7.0% 3,045 $469K
Hofer & Associates. Inc 0.25% No change 3,040 $469K
Marin Bay Wealth Advisors, LLC 0.27% — 3,035 $468K
VAUGHAN & Co SECURITIES, INC. 0.24% No change 3,031 $467K
Ingalls & Snyder LLC 0.02% Add +0.2% 3,031 $467K
SBI Securities Co., Ltd. 0.01% Reduce -15.1% 3,027 $467K
Obermeyer Wealth Partners 0.02% Add +0.9% 3,019 $465K
Alta Advisers Ltd 0.17% Reduce -16.6% 3,006 $463K
PCM Encore, LLC 0.10% — 2,999 $462K
IRON Financial LLC 0.21% Add +0.1% 2,979 $459K
Destiny Wealth Partners, LLC 0.05% No change 3,056 $459K
Purkiss Capital Advisors LLC 0.21% Reduce -15.5% 2,966 $457K
Financial Engines Advisors L.L.C. 0.00% Reduce -30.9% 2,964 $457K
Stonebridge Capital Advisors LLC 0.03% Add +26.9% 2,959 $456K
Zuckerman Investment Group, LLC 0.04% No change 2,956 $456K
Spinnaker Investment Group, LLC 0.08% Add +30.6% 2,955 $456K
JRM Investment Counsel, LLC 0.13% Reduce -12.7% 2,954 $455K
Beaumont Financial Advisors, LLC 0.03% Add +0.4% 2,951 $455K
Perbak Capital Partners LLP 0.14% Reduce -62.9% 2,945 $454K
Terra Nova Asset Management LLC 0.30% Add +0.8% 2,943 $454K
MKT Advisors LLC 0.15% Reduce -7.1% 2,792 $453K
George Kaiser Family Foundation 0.06% No change 2,940 $453K
Prescott Group Capital Management, L.L.C. 0.04% No change 2,940 $453K
Cynosure Group, LLC 0.05% Reduce -3.6% 2,928 $451K
Roof Eidam Maycock Peralta, LLC 0.10% No change 2,927 $451K
Crawford Investment Counsel Inc. 0.01% Add +7.3% 2,925 $451K
Voya Financial Advisors, Inc. 0.04% Reduce -12.3% 2,897 $449K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -2.7% 2,905 $448K
Sterneck Capital Management, LLC 0.20% No change 2,900 $447K
Eagle Global Advisors LLC 0.02% No change 2,900 $447K
Roundview Capital LLC 0.03% Reduce -24.3% 2,899 $447K
Symphony Financial, Ltd. Co. 0.06% Reduce -44.4% 2,873 $446K
Pitcairn Wealth Advisors LLC 0.04% — 2,882 $444K
Glass Jacobson Investment Advisors llc 0.16% Add +0.6% 2,881 $444K
Townsend Asset Management Corp. /NC/ 0.16% Reduce -10.8% 2,870 $442K
Brogan Financial, Inc. 0.19% Reduce -1.2% 2,869 $442K
Facet Wealth, Inc. 0.01% Add +1.0% 3,012 $442K
Silverlake Wealth Management LLC 0.10% Add +0.2% 2,865 $442K
Vertex Planning Partners, LLC 0.10% Reduce -0.9% 2,856 $440K
McCarter Private Wealth Services LLC 0.20% New 2,852 $440K
Bourgeon Capital Management LLC 0.07% Add +0.9% 2,851 $439K
Romano Brothers and Company 0.05% No change 2,849 $439K
Integrity Alliance, Llc. 0.02% Reduce -19.2% 2,848 $439K
Quotient Wealth Partners, LLC 0.01% Reduce -4.5% 2,832 $436K
Strategic Investment Advisors / MI 0.04% New 2,823 $435K
Richard C. Young & CO., LTD. 0.04% Add +0.7% 2,812 $433K
First Heartland Consultants, Inc. 0.03% Add +0.4% 2,811 $433K
Affinity Capital Advisors, LLC 0.06% Add +8.0% 2,808 $433K
Millennium Capital Advisors, LLC 0.25% No change 2,800 $432K
Marble Harbor Investment Counsel, LLC 0.05% Reduce -6.7% 2,800 $432K
Calton & Associates, Inc. 0.06% Reduce -0.0% 2,774 $428K
Capital Advisors, Ltd. LLC 0.05% Add +0.1% 2,773 $427K
CRA Financial Services, LLC 0.06% Reduce -3.0% 2,770 $427K
Wealth Alliance Advisory Group, LLC 0.07% Add +0.1% 2,766 $426K
Trace Wealth Advisors, LLC 0.31% Add +6.6% 2,750 $424K
Hazlett, Burt & Watson, Inc. 0.14% Add +29.9% 2,737 $423K
Relyea Zuckerberg Hanson LLC 0.04% Add +1.8% 2,733 $421K
Cove Private Wealth, LLC 0.13% Add +28.1% 2,732 $421K
PDS Planning, Inc 0.03% Reduce -15.8% 2,728 $420K
VeraBank, N.A. 0.08% No change 2,717 $419K
Moody National Bank Trust Division 0.04% Add +16.0% 2,717 $419K
Trivium Point Advisory, LLC 0.04% Add +2.6% 2,713 $418K
Tradewinds, LLC. 0.10% Reduce -0.6% 2,707 $417K
Southeast Asset Advisors, LLC 0.04% Reduce -9.8% 2,704 $417K
Avalon Trust Co 0.03% Reduce -18.4% 2,698 $416K
Optimize Financial Inc. 0.21% Add +1.4% 2,692 $415K
Everest Financial Group LLC 0.09% — 2,691 $415K
111 Capital 0.09% New 2,684 $414K
Ankerstar Wealth, LLC 0.41% — 2,681 $413K
Trust Co. of Vermont 0.02% Reduce -57.1% 2,680 $413K
Grove Bank & Trust 0.05% No change 2,674 $412K
Formidable Asset Management, LLC 0.06% Add +51.0% 2,408 $411K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -5.3% 2,668 $411K
SOA Wealth Advisors, LLC. 0.07% Reduce -6.9% 2,661 $410K
Wellspring Financial Advisors, LLC 0.03% Add +3.8% 2,658 $410K
James J. Burns & Company, LLC 0.06% Add +96.3% 2,656 $409K
Culbertson A N & Co. Inc. 0.06% Add +47.5% 2,655 $409K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -99.4% 2,641 $407K
Enterprise Financial Services Corp 0.21% Add +5.5% 2,628 $405K
McAdam, LLC 0.02% Add +4.3% 2,622 $404K
Tower Bridge Advisors 0.04% No change 2,609 $402K
Central Bank & Trust Co. 0.06% Reduce -4.8% 2,605 $402K
Aft, Forsyth & Sober, LLC 0.12% No change 2,600 $401K
Investmark Advisory Group LLC 0.17% Add +0.5% 2,593 $400K
Aspen Investment Management Inc 0.12% New 2,591 $399K
South Plains Financial, Inc. 0.24% Add +3.0% 2,585 $398K
Berman McAleer LLC 0.05% No change 2,580 $398K
Evansbrook LLC 0.27% — 2,573 $397K
Howard Financial Services, LTD. 0.05% Reduce -19.1% 2,569 $396K
Avory & Company, LLC 0.25% Reduce -6.4% 2,560 $395K
Versant Capital Management, Inc 0.05% Reduce -2.2% 2,557 $394K
Mason & Associates Inc 0.07% Add +60.7% 2,548 $393K
Occidental Asset Management, LLC 0.05% Add +4.1% 2,547 $393K
Morton Capital Management LLC 0.06% Reduce -3.8% 2,545 $392K
Poehling Capital Management, INC. 0.08% Reduce -5.7% 2,542 $392K
First Horizon Corp. 0.02% Add +4.1% 2,538 $391K
Diversified Enterprises, LLC 0.02% Add +2.0% 2,537 $391K
Legacy Bridge, LLC 0.16% No change 2,535 $391K
Channel Wealth LLC 0.10% Add +2.0% 2,530 $390K
First Merchants Corp. 0.01% No change 2,527 $390K
Flatrock Wealth Partners LLC 0.19% — 2,523 $389K
Essex LLC 0.07% Add +31.9% 2,512 $387K
Westpac Banking Corp. 0.02% Add +9.3% 2,512 $387K
Patten & Patten Inc. 0.02% Reduce -2.9% 2,506 $386K
Corient IA LP 0.36% No change 2,500 $385K
Harbour Capital Advisors, LLC 0.08% Add +1.9% 2,424 $385K
Advus Financial Partners, LLC 0.09% Reduce -19.3% 2,496 $385K
Cura Wealth Advisors, LLC 0.15% Add +16.0% 2,492 $384K
Thrive Capital Management, LLC 0.09% New 2,487 $383K
Westshore Wealth, LLC 0.13% Reduce -6.2% 2,487 $383K
Prota Financial, LLC 0.28% — 2,483 $383K
Carmel Capital Partners, LLC 0.13% No change 2,483 $383K
Abel Hall, LLC 0.09% New 2,478 $382K
Operose Advisors LLC 0.09% No change 2,470 $381K
Breachway Investments LLC 0.40% — 2,468 $380K
Buffalo Business & Estate Services Ltd. 0.05% — 2,454 $378K
Port Capital LLC 0.02% Add +3.5% 2,453 $378K
Flagship Wealth Advisors, LLC 0.11% No change 2,446 $377K
Pines Wealth Management, LLC 0.12% Reduce -5.3% 2,444 $377K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Add +3.6% 2,443 $377K
Penobscot Investment Management Company, Inc. 0.03% Add +1.6% 2,439 $376K
Vanguard Capital Wealth Advisors 0.30% No change 2,433 $375K
Everett Harris & Co. 0.00% Add +25.7% 2,432 $375K
nVerses Capital, LLC 0.84% — 2,427 $374K
Reik & Co., LLC 0.10% No change 2,425 $374K
Resonant Capital Advisors, LLC 0.02% Reduce -2.8% 2,425 $374K
Baker Avenue Asset Management, LP 0.01% Reduce -82.3% 2,423 $374K
Westwood Wealth Management 0.28% Reduce -34.1% 2,423 $373K
Lionshead Wealth Management, LLC 0.28% Reduce -0.1% 2,423 $373K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -4.2% 2,418 $373K
TCFG Wealth Management, LLC 0.15% Add +0.3% 2,411 $372K
Tandem Wealth Advisors LLC 0.17% Add +26.6% 2,411 $372K
Secure Asset Management, LLC 0.06% No change 2,404 $371K
Hardin Capital Partners, LLC 0.17% No change 2,400 $370K
PFG Private Wealth Management, LLC 0.16% New 2,389 $368K
Horizon Bancorp Inc. 0.18% Reduce -11.4% 2,387 $368K
CenterBook Partners LP 0.02% Reduce -85.9% 2,387 $368K
Redwood Wealth Management Group, LLC 0.15% Reduce -2.5% 2,385 $368K
Red Spruce Capital, LLC 0.15% No change 2,384 $367K
Legacy Private Trust Co. 0.02% Add +4.4% 2,379 $367K
Johnson Financial Group, Inc. 0.01% Reduce -22.6% 2,374 $366K
Valtrion Capital Management, LLC 0.36% New 2,372 $366K
Confluence Wealth Services, Inc. 0.02% No change 2,372 $366K
New Wave Wealth Advisors LLC 0.13% Reduce -21.3% 2,360 $364K
Wesbanco Bank Inc. 0.01% Reduce -32.9% 2,359 $364K
Oppenheimer Asset Management Inc. 0.00% Reduce -96.9% 2,353 $363K
BCS Wealth Management 0.04% Add +59.7% 2,352 $363K
Avondale Wealth Management 0.19% No change 2,350 $362K
Silver Oak Securities, Incorporated 0.02% Reduce -1.0% 2,335 $361K
Farmers & Merchants Investments Inc. 0.01% Reduce -6.8% 2,332 $359K
NFSG Corp 0.06% Add +1.3% 2,330 $359K
Rise Advisors, LLC 0.13% Reduce -8.1% 2,329 $359K
Johnson Financial Group, LLC 0.02% New 2,328 $359K
Pacific Point Advisors, LLC 0.19% No change 2,325 $358K
Promethium Advisors,llc 0.19% No change 2,320 $358K
Trillium Asset Management, LLC 0.01% Reduce -8.0% 2,316 $357K
Advisortrust Partners, LLC 0.16% — 2,312 $356K
BOS Asset Management, LLC 0.10% Add +0.1% 2,311 $356K
Verum Partners LLC 0.07% Reduce -0.7% 2,310 $356K
Perpetual Ltd 0.01% Add +54.8% 2,310 $356K
Signet Financial Management, LLC 0.04% Add +6.1% 2,308 $356K
First Growth Capital LLC 0.32% — 2,663 $355K
Kahn Brothers Group Inc. 0.06% Add +53.3% 2,300 $355K
Vista Capital Partners, Inc. 0.03% Add +0.0% 2,297 $354K
Alvarez & Marsal Private Wealth Partners, LLC 0.07% — 2,287 $353K
Riversedge Advisors, LLC 0.06% Add +20.8% 2,287 $352K
TFR Capital, LLC. 0.12% Reduce -7.0% 2,277 $351K
Bingham Private Wealth, LLC 0.30% — 2,275 $351K
West Family Investments, Inc. 0.08% No change 2,272 $350K
Atlas Legacy Advisors, LLC 0.06% Add +4.6% 2,272 $350K
Park National Corp. 0.01% Reduce -0.1% 2,271 $350K
Ramirez Asset Management, Inc. 0.05% No change 2,266 $349K
Traphagen Investment Advisors LLC 0.03% Add +0.6% 2,266 $349K
Kennedy Investment Group, Inc. 0.13% Reduce -6.5% 2,264 $349K
Marco Investment Management LLC 0.03% No change 2,256 $348K
Roman Butler Fullerton & Co. 0.09% Reduce -3.5% 2,236 $346K
Thompson Investment Management, Inc. 0.04% No change 2,244 $346K
Pennington Partners & Co., LLC 0.14% Add +22.0% 2,240 $345K
Clearwave Capital, LLC 0.25% — 2,233 $344K
Am Investment Strategies LLC 0.07% Add +0.1% 2,223 $343K
Aire Advisors, LLC 0.06% Add +1.4% 2,220 $342K
Mattern Wealth Management LLC 0.07% No change 2,213 $341K
Evermay Wealth Management LLC 0.04% Reduce -4.5% 2,210 $341K
Clark Asset Management, LLC 0.04% New 2,206 $340K
Harold Davidson & Associates Inc. 0.15% Reduce -0.5% 2,192 $338K
Empower Advisory Group, LLC 0.00% Reduce -29.1% 2,186 $337K
Income Insurance Ltd 0.22% — 2,176 $335K
Smart Portfolios, LLC 0.33% Reduce -1.6% 2,175 $335K
Altfest L J & Co. Inc. 0.04% No change 2,167 $334K
Requisite Capital Management, LLC 0.06% Add +43.6% 2,162 $333K
Sentry Investment Management LLC 0.22% No change 2,160 $333K
Townsquare Capital LLC 0.07% Add +13.9% 2,153 $332K
Traynor Capital Management, Inc. 0.02% Add +0.3% 2,151 $332K
Brookwood Investment Group LLC 0.04% Add +1.1% 2,151 $332K
PFG Advisors 0.02% Reduce -15.8% 2,145 $331K
Associated Banc-Corp 0.01% No change 2,140 $330K
Balboa Wealth Partners 0.05% Reduce -28.5% 2,138 $330K
Community Financial Services Group, LLC 0.06% No change 2,133 $329K
Fonville Wealth Management LLC 0.07% Add +2.9% 2,129 $328K
Simplicity Wealth,LLC 0.02% Add +16.5% 2,122 $327K
Cora Capital Advisors LLC 0.13% Add +2.5% 2,116 $326K
Peddock Capital Advisors, LLC 0.07% No change 2,111 $325K
MJP Associates Inc. 0.04% Add +3.4% 2,109 $325K
Hutchinson Capital Management 0.06% No change 2,108 $325K
Berger Financial Group, Inc 0.02% Add +8.5% 2,106 $325K
Ballast, Inc. 0.08% Add +0.1% 2,106 $325K
Outlook Wealth Advisors, LLC 0.07% Reduce -2.3% 2,105 $324K
Manchester Capital Management LLC 0.04% Reduce -17.6% 2,105 $324K
71 West Capital Partners 0.01% — 2,104 $324K
Philadelphia Trust Co. 0.02% No change 2,103 $324K
Carl P. Sherr & Co., LLC 0.14% No change 2,262 $322K
CYBER HORNET ETFs LLC 0.19% Add +6.2% 2,085 $321K
AlphaQuest LLC 0.02% Add +1648.7% 2,081 $321K
Code Waechter LLC 0.20% No change 2,070 $319K
All Terrain Financial Advisors, LLC 0.10% Add +0.7% 2,065 $318K
Volterra Technologies LP 0.33% New 2,061 $318K
Beese Fulmer Investment Management, Inc. 0.02% New 2,061 $318K
Cromwell Holdings LLC 0.17% No change 2,059 $317K
FJ Capital Management LLC 0.04% New 2,057 $317K
Independence Bank of Kentucky 0.04% Reduce -2.6% 2,055 $317K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +333.1% 2,053 $316K
Deseret Mutual Benefit Administrators 0.13% No change 2,052 $316K
Plancorp, LLC 0.01% Add +8.5% 2,050 $316K
Walser Wealth Management Company, A Ltd Liability Co 0.17% — 2,048 $316K
SC&H Financial Advisors, Inc. 0.05% Reduce -7.8% 2,037 $314K
Hopwood Financial Services, Inc. 0.22% No change 2,030 $313K
Boston Partners 0.00% Add +26.8% 2,029 $313K
Invictus Private Wealth, LLC 0.02% Reduce -2.9% 2,019 $311K
Perennial Advisors, LLC 0.05% Add +5.2% 2,017 $311K
Forefront Wealth Management Inc. 0.22% No change 2,013 $310K
CCG Wealth Management, LLC 0.13% Reduce -10.1% 2,012 $310K
Sivia Capital Partners, LLC 0.06% Reduce -17.6% 2,011 $310K
Whipplewood Advisors, LLC 0.20% New 2,009 $310K
Baader Bank Aktiengesellschaft 0.03% Reduce -25.3% 2,014 $310K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Reduce -12.4% 2,007 $309K
Maltin Wealth Management, Inc. 0.12% Add +0.3% 2,006 $309K
Merrion Investment Management Co, LLC 0.17% No change 2,000 $308K
LFA - Lugano Financial Advisors SA 0.16% No change 2,000 $308K
PACK Private Wealth, LLC 0.14% No change 2,000 $308K
Searle & Co. 0.08% No change 2,000 $308K
Alaska Wealth Advisors, LLC 0.04% No change 2,000 $308K
Headland Capital, LLC 0.09% Reduce -3.5% 1,999 $308K
Cypress Wealth Services, LLC 0.04% Reduce -0.3% 1,998 $308K
W Advisors, LLC 0.15% No change 1,998 $308K
Walled Lake Planning & Wealth Management, LLC 0.10% Add +0.7% 1,998 $308K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,995 $308K
V-Square Quantitative Management LLC 0.03% New 1,994 $307K
Western Reserve Capital Management, LLC 0.29% — 1,985 $306K
Hancock Whitney Corp. 0.01% Reduce -11.2% 1,981 $305K
Coquina Private Wealth LLC 0.24% — 1,964 $303K
Fairfield, Bush & Co. 0.16% Add +8.5% 1,964 $303K
Astoria Portfolio Advisors LLC. 0.07% Add +1.9% 2,659 $302K
Shufro Rose & Co. LLC 0.02% Add +3.2% 1,960 $302K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,960 $302K
Bison Wealth, LLC 0.03% Add +19.1% 2,732 $302K
Bellecapital International Ltd. 0.05% No change 1,951 $301K
Regent Peak Wealth Advisors LLC 0.06% Add +2.6% 1,947 $300K
Lincoln Capital Corp. 0.11% No change 1,944 $300K
New Republic Capital, LLC 0.08% New 1,941 $299K
Simplify Asset Management Inc. 0.00% New 1,938 $299K
Founders Financial Securities LLC 0.02% Add +4.1% 1,928 $297K
Aspiriant, LLC 0.01% Add +1.1% 1,921 $296K
Biltmore Family Office, LLC 0.04% Reduce -0.3% 1,917 $295K
Pegasus Asset Management, Inc. 0.09% Reduce -0.6% 1,914 $295K
Moody Aldrich Partners LLC 0.06% No change 1,912 $295K
Kapstone Financial Advisors LLC 0.15% Add +18.3% 1,911 $295K
Expressive Wealth LLC 0.32% — 1,900 $293K
Lecap Asset Management Ltd. 0.12% New 1,890 $291K
Oak Ridge Investments LLC 0.02% Reduce -15.5% 1,886 $291K
Selective Wealth Management, Inc. 0.09% Reduce -0.2% 1,807 $291K
Beckerman Institutional, LLC 0.16% No change 1,881 $290K
Grey Ledge Advisors, LLC 0.07% Add +0.9% 1,880 $290K
Goldenstone Wealth Management LLC 0.22% — 1,874 $289K
Mystic Asset Management, Inc. 0.07% Add +0.2% 1,864 $287K
JNBA Financial Advisors 0.03% Add +2.4% 1,856 $286K
Tufton Capital Management 0.05% Add +30.7% 1,859 $286K
Sovran Advisors, LLC 0.02% Add +0.9% 1,776 $286K
D'Orazio & Associates, Inc. 0.04% Reduce -7.1% 1,849 $285K
Omnia Family Wealth, LLC 0.08% Reduce -13.3% 1,840 $284K
SmartHarvest Portfolios, LLC 0.10% — 1,825 $281K
Tactive Advisors, LLC 0.08% New 1,821 $281K
Drive Wealth Management, LLC 0.05% Add +2.8% 1,818 $280K
Garton & Associates Financial Advisors LLC 0.16% — 1,816 $280K
Advocate Investing Services LLC 0.25% — 1,812 $279K
Westwood Holdings Group Inc. 0.00% Reduce -24.9% 1,811 $279K
GHP Investment Advisors, Inc. 0.01% Add +0.9% 1,809 $279K
Farmers National Bank 0.06% New 1,806 $278K
Grove Street Fiduciary, LLC 0.12% No change 1,804 $278K
Huntleigh Advisors, Inc. 0.05% No change 1,800 $277K
Cidel Asset Management Inc. 0.02% Add +6.1% 1,790 $276K
Armistice Capital, LLC 0.01% New 1,789 $276K
Mill Creek Capital Advisors, LLC 0.01% Add +0.4% 1,785 $275K
Blue Chip Partners, LLC 0.02% Reduce -24.8% 1,782 $275K
Quent Capital, LLC 0.02% Add +5.8% 1,782 $275K
Benin Management CORP 0.06% No change 1,776 $274K
Wolff Financial Management LLC 0.06% Reduce -13.5% 1,775 $274K
Perissos Private Wealth Management, LLC 0.24% Add +0.9% 1,773 $273K
Greenwood Gearhart LLC 0.01% Add +4.8% 1,771 $273K
Bestgate Wealth Advisors, LLC 0.48% Reduce -4.4% 1,764 $272K
1900 Wealth Management LLC 0.02% Add +16.1% 1,757 $271K
Fort Washington Investment Advisors Inc. 0.00% No change 1,756 $271K
Sunbeam Capital Management, LLC 0.16% New 1,755 $270K
Accredited Investors Inc. 0.01% Add +36.7% 1,753 $270K
Cadinha & Co. LLC 0.04% Reduce -5.4% 1,750 $270K
Delta Financial Advisors LLC 0.07% No change 1,748 $269K
Strategic Investment Solutions, Inc. 0.06% Add +152.9% 1,740 $268K
Madison Asset Management, LLC 0.00% No change 1,721 $265K
Thompson David Blair 0.15% — 1,720 $265K
Drucker Wealth 3.0, LLC 0.05% Add +4.8% 1,716 $264K
Bridgewater Associates 0.00% Reduce -95.3% 1,714 $264K
Main Street Financial Solutions, LLC 0.02% Reduce -7.7% 1,713 $264K
Exencial Wealth Advisors, LLC 0.01% Add +0.5% 1,711 $264K
FSM Wealth Advisors, LLC 0.04% Add +4.6% 1,710 $264K
Faithward Advisors, LLC 0.04% Reduce -1.3% 1,704 $263K
Second Line Capital, LLC 0.05% Add +0.6% 1,701 $262K
X-Square Capital, LLC 0.09% Add +0.7% 1,699 $262K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% No change 1,698 $262K
Fortis Capital Advisors, LLC 0.04% Add +3.6% 1,687 $260K
Hoxton Planning & Management, LLC 0.08% Add +4.1% 1,680 $259K
Blankinship & Foster, LLC 0.06% Reduce -0.2% 1,676 $258K
Abacus Planning Group, Inc. 0.03% Add +28.1% 1,675 $258K
Argus Investors' Counsel, Inc. 0.21% Reduce -0.2% 1,669 $257K
Indiana Trust & Investment Management Co 0.08% No change 1,668 $257K
LBJ Family Wealth Advisors, Ltd. 0.14% Reduce -15.3% 1,660 $256K
AA Financial Advisors, LLC 0.05% Reduce -14.4% 1,659 $256K
Park Place Capital Corp 0.05% Add +2.7% 1,659 $256K
Schwarz Dygos Wheeler Investment Advisors LLC 0.05% No change 1,655 $255K
Cerro Pacific Wealth Advisors LLC 0.07% Add +3.7% 1,654 $255K
Allianz SE 0.00% No change 1,650 $254K
Park Edge Advisors, LLC 0.06% Add +0.4% 1,650 $254K
Kellett Wealth Advisors, LLC 0.15% Reduce -5.7% 1,647 $254K
Ridgecrest Wealth Partners, LLC 0.14% Add +5.5% 1,646 $254K
Greykasell Wealth Strategies, Inc. 0.10% Add +528.4% 1,640 $253K
Lee Danner & Bass Inc. 0.02% No change 1,638 $252K
44 Wealth Management LLC 0.08% Reduce -24.0% 1,637 $252K
Callahan Advisors, LLC 0.02% Add +0.3% 1,635 $252K
Midway Capital Research & Management 0.25% — 1,633 $252K
Everhart Financial Group, Inc. 0.02% Add +0.4% 1,630 $251K
Carr Financial Group Corp 0.07% Add +8.7% 1,630 $251K
Arta Finance Wealth Management LLC 0.13% — 1,622 $250K
FFT Wealth Management LLC 0.05% Add +6.6% 1,618 $249K
Pathfinder Wealth Consulting, Inc. 0.16% — 1,614 $249K
Highland Financial Advisors, LLC 0.07% New 1,613 $249K
Breakwater Capital Group 0.03% No change 1,613 $249K
Serenity Investment Advisors 0.14% — 1,594 $248K
Measured Wealth Private Client Group, LLC 0.07% Add +165.8% 1,603 $247K
Pathway Financial Advisers, LLC 0.07% Add +0.9% 1,600 $247K
Centerpoint Advisory Group 0.19% No change 1,597 $246K
Lee Financial Co 0.03% Reduce -10.2% 1,593 $246K
Doliver Advisors, LP 0.06% No change 1,592 $245K
Portside Wealth Group, LLC 0.03% Add +3.1% 1,590 $245K
Karras Company, Inc. 0.24% — 1,585 $244K
Bedell Frazier Investment Counselling, LLC 0.05% Reduce -91.6% 1,585 $244K
Bright Futures Wealth Management, LLC. 0.18% No change 1,583 $244K
Leigh Baldwin & Co., LLC 0.16% Add +0.1% 1,582 $244K
Stevens Capital Management LP 0.09% Reduce -73.7% 1,580 $244K
Garrison Point Advisors, LLC 0.11% Add +12.7% 1,577 $243K
National Wealth Management Group, LLC 0.08% New 1,573 $242K
Diversified Portfolios, Inc. 0.02% Add +4.6% 1,573 $242K
Asset Advisors Investment Management, LLC 0.02% Reduce -0.6% 1,570 $242K
Lazari Capital Management, Inc. 0.08% Reduce -0.8% 1,566 $241K
Daner Wealth Management, LLC 0.15% Add +10.8% 1,801 $241K
Van Hulzen Asset Management, LLC 0.02% New 1,562 $241K
Nautilus Advisors LLC 0.16% Reduce -4.4% 1,561 $241K
Princeton Capital Management LLC 0.06% No change 1,560 $240K
First Foundation Advisors 0.01% Reduce -31.3% 1,560 $240K
Northstar Advisory Group, LLC 0.09% No change 1,559 $240K
Burney Co./ 0.01% Reduce -5.9% 1,559 $240K
Trek Financial, LLC 0.01% Add +11.8% 1,558 $240K
Childress Capital Advisors, LLC 0.04% Reduce -6.7% 1,557 $240K
Chesapeake Wealth Management 0.07% Reduce -1.5% 1,555 $240K
One Wealth Capital Management, LLC 0.10% Add +17.8% 1,554 $240K
Sepio Capital, LP 0.01% Reduce -3.9% 1,548 $239K
Archford Capital Strategies, LLC 0.03% Add +10.6% 1,542 $238K
AMG National Trust Bank 0.01% No change 1,536 $237K
Delta Wealth Advisors LLC 0.20% No change 1,529 $236K
Invariant Investment Management 0.15% — 1,492 $235K
Fairvoy Private Wealth, LLC 0.05% Reduce -2.1% 1,517 $234K
RNC Capital Management LLC 0.01% No change 1,515 $234K
LVZ, Inc. 0.03% Add +0.8% 1,512 $233K
Renasant Bank 0.16% Reduce -0.5% 1,509 $233K
Black Diamond Financial, LLC 0.02% Add +0.2% 1,508 $232K
Icon Wealth Advisors, LLC 0.02% Reduce -34.0% 1,507 $232K
Balance Wealth Partners LLC 0.07% Add +26.1% 1,504 $232K
Evelyn Partners Asset Management Ltd 0.05% No change 1,503 $232K
Kestra Investment Management, LLC 0.01% Reduce -44.8% 1,502 $232K
Michael Brady & Co., LLC 0.23% — 1,500 $231K
Clay Northam Wealth Management, LLC 0.13% No change 1,500 $231K
ESL Trust Services, LLC 0.04% No change 1,500 $231K
Cambridge Advisors Inc. 0.04% No change 1,500 $231K
Capital Investment Counsel, Inc 0.03% No change 1,500 $231K
Middleton & Co. Inc. 0.02% No change 1,500 $231K
PFW Advisors LLC 0.07% Add +0.3% 1,496 $231K
Woodward Diversified Capital, LLC 0.11% Add +0.4% 1,495 $230K
Optas, LLC 0.04% Add +2.8% 1,491 $230K
Chung Wu Investment Group, LLC 0.19% Reduce -46.6% 1,490 $230K
Pioneer Trust Bank N A 0.05% Add +3.5% 1,490 $230K
Range Advisory, LLC 0.06% — 1,488 $229K
Integrated Investment Consultants, LLC 0.04% Reduce -17.9% 1,487 $229K
Levin Capital Strategies, L.P. 0.02% No change 1,480 $228K
Tableaux LLC 0.16% Reduce -48.2% 1,465 $228K
JSF Financial, LLC 0.05% Add +0.2% 1,477 $228K
Gagnon Securities LLC 0.05% New 1,475 $227K
Walkner Condon Financial Advisors LLC 0.03% Add +5.4% 1,475 $227K
WealthShield Partners, LLC 0.03% Reduce -1.5% 1,471 $227K
Adapt Wealth Advisors, LLC 0.08% Reduce -6.5% 1,470 $227K
Canvas Wealth Advisors, LLC 0.04% Reduce -5.0% 1,468 $226K
Voleon Capital Management LP 0.00% Reduce -85.3% 1,466 $226K
Whetstone Capital Advisors, LLC 0.07% Add +18.6% 1,465 $226K
Hantz Financial Services, Inc. 0.00% Add +74.3% 1,459 $225K
Kera Capital Partners, Inc. 0.03% Reduce -22.2% 1,577 $225K
Y.D. More Investments Ltd 0.01% Reduce -1.1% 1,982 $224K
Ostrum Asset Management 0.01% Reduce -24.9% 1,455 $224K
Doheny Asset Management 0.14% No change 1,450 $224K
Rayburn West Financial Services LLC 0.14% — 1,450 $224K
Foundation Wealth Management, LLC\PA 0.08% Reduce -0.1% 1,450 $224K
SMART Wealth LLC 0.07% New 1,447 $223K
Fiduciary Alliance LLC 0.01% Reduce -3.4% 1,442 $222K
Horizon Wealth Management, LLC 0.03% Reduce -3.8% 1,439 $222K
Aspire Capital Advisors LLC 0.05% No change 1,437 $221K
Alpha Financial Partners LLC 0.13% Add +5.8% 1,434 $221K
Blodgett Wealth Advisors, LLC 0.15% Add +0.3% 1,428 $220K
Indie Asset Partners, LLC 0.25% New 1,427 $220K
Bennett Selby Investments LP 0.07% No change 1,427 $220K
Gateway Wealth Partners, LLC 0.02% New 1,425 $220K
Battery Global Advisors, LLC 0.10% Add +1.4% 1,421 $219K
Emprise Bank 0.09% No change 1,420 $219K
Leonard Rickey Investment Advisors P.L.L.C. 0.04% Reduce -1.7% 1,420 $219K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -1.5% 1,412 $218K
Goelzer Investment Management, Inc. 0.01% New 1,411 $217K
Act Wealth Management, LLC 0.07% Add +8.7% 1,407 $217K
Wealth Advisory Solutions, LLC 0.05% Add +0.2% 1,402 $216K
Cullen Capital Management, LLC 0.00% No change 1,402 $216K
Cascade Financial Partners, LLC 0.02% New 1,399 $216K
Voisard Asset Management Group, Inc. 0.05% Add +1.9% 1,393 $215K
Everstar Asset Management, LLC 0.12% Reduce -0.8% 1,392 $215K
NWF Advisory Services Inc. 0.02% Add +0.2% 1,391 $214K
Global Trust Asset Management, LLC 0.08% No change 1,385 $213K
Planning Directions Inc. 0.11% Reduce -7.9% 1,382 $213K
Baron Wealth Management LLC 0.07% New 1,381 $213K
BTC Capital Management, Inc. 0.01% No change 1,380 $213K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.15% New 1,300 $213K
RIA Advisory Group LLC 0.05% Reduce -8.3% 1,378 $212K
Warwick Investment Management, Inc. 0.03% Add +15.6% 1,376 $212K
JB Capital LLC 0.01% New 1,371 $211K
Proathlete Wealth Management LLC 0.06% Add +129.1% 1,370 $211K
Firethorn Wealth Partners, LLC 0.08% Reduce -18.5% 1,370 $211K
Genesis Financial Group, LLC 0.12% — 1,360 $210K
Autumn Glory Partners, LLC 0.07% No change 1,355 $209K
Novare Capital Management LLC 0.02% No change 1,355 $209K
AlphaStar Capital Management, LLC 0.02% Add +2.2% 1,353 $209K
Davis-Rea LTD. 0.05% No change 1,350 $208K
Atlas Brown,Inc. 0.06% Reduce -14.1% 1,343 $207K
Members Advisory Group LLC 0.08% No change 1,342 $207K
Financial Consulate, Inc. 0.03% No change 1,340 $207K
Sava Infond d.o.o. 0.03% Add +20.7% 1,340 $207K
Prelude Capital Management, LLC 0.02% Reduce -60.5% 1,340 $207K
Global Financial Private Client, LLC 0.07% Add +0.2% 1,339 $206K
Values Added Financial LLC 0.09% Add +3.2% 1,338 $206K
Eagle Bay Advisors LLC 0.15% Reduce -0.5% 1,334 $206K
Aries Wealth Management 0.05% No change 1,333 $205K
Scott & Selber, Inc. 0.05% No change 1,330 $205K
FreeGulliver LLC 0.09% New 1,325 $204K
Ferguson Johnson Wealth Management Inc 0.17% — 1,324 $204K
Sound Income Strategies, LLC 0.01% Reduce -10.2% 1,242 $203K
CVA Family Office, LLC 0.02% Reduce -0.6% 1,317 $203K
NBT Bank, N.A. 0.01% Reduce -27.8% 1,314 $203K
Donor Advised Charitable Giving, Inc. 0.00% No change 1,313 $202K
Bellwether Advisors, LLC 0.03% Reduce -82.6% 1,310 $202K
Finivi Inc. 0.12% Add +2.7% 1,310 $202K
Hohimer Wealth Management, LLC 0.03% Add +0.1% 1,309 $202K
American Trust 0.02% No change 1,307 $201K
Xcelsior Advisor Partners LLC 0.10% — 1,306 $201K
Signal Advisors Wealth, LLC 0.02% Reduce -0.5% 1,303 $201K
Beacon Bank & Trust 0.04% No change 1,302 $201K
CFM Wealth Partners LLC 0.03% No change 1,302 $201K
Liberty Wealth Management LLC 0.03% New 1,301 $201K
Serenus Wealth Advisors, LLC 0.04% No change 1,300 $200K
Smallwood Wealth Investment Management, LLC 0.10% Add +0.3% 1,298 $200K
River Wealth Advisors LLC 0.02% New 1,298 $200K
MCF Advisors LLC 0.01% Add +49.4% 1,294 $199K
Dakota Community Bank & Trust NA 0.67% No change 1,261 $194K
City State Bank 0.05% No change 1,247 $192K
Western Pacific Wealth Management, LP 0.18% No change 1,233 $190K
Entelevest, LLC 0.20% — 1,229 $189K
Stelac Advisory Services LLC 0.07% Reduce -7.1% 1,223 $189K
Pinnacle Bancorp, Inc. 0.05% Add +102.7% 1,216 $187K
Banque Transatlantique SA 0.00% No change 1,180 $183K
Canopy Partners, LLC 0.06% Reduce -5.2% 1,182 $182K
Fortitude Family Office, LLC 0.04% Add +23.3% 1,163 $179K
Covestor Ltd 0.09% Add +2.9% 1,143 $176K
Physician Wealth Advisors, Inc. 0.02% Add +2.7% 1,128 $174K
Lavaca Capital LLC 0.03% New 1,117 $172K
Summit Securities Group LLC 0.03% Reduce -47.0% 1,097 $169K
Vestor Capital, LLC 0.01% Add +22456.0% 246,086 $168K
Monetary Management Group Inc. 0.04% Reduce -10.4% 1,075 $166K
Delta Asset Management LLC 0.01% No change 1,065 $164K
DV Equities, LLC 0.03% — 1,030 $159K
Camelot Portfolios, LLC 0.10% New 1,000 $154K
Islay Capital Management, LLC 0.09% No change 1,000 $154K
Hoertkorn Richard Charles 0.06% Reduce -14.9% 1,000 $154K
Lipe & Dalton 0.08% New 1,000 $154K
IMA Advisory Services, Inc. 0.01% Add +23.0% 979 $151K
Aventura Private Wealth, LLC 0.05% Reduce -2.3% 971 $150K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 940 $145K
Merited Wealth, LLC 0.13% — 934 $144K
SHP Wealth Management 0.01% — 925 $143K
Bayban 0.13% — 922 $142K
MTM Investment Management, LLC 0.04% Reduce -33.5% 909 $140K
Wellington-Altus USA Inc. 0.10% — 890 $137K
Davis Capital Management 0.09% Add +0.3% 887 $137K
Private Wealth Asset Management, LLC 0.01% Reduce -12.7% 866 $133K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -10.0% 856 $132K
Gold Investment Management Ltd. 0.04% No change 850 $131K
Centennial Bank 0.05% No change 833 $128K
Millstone Evans Group, LLC 0.07% Add +66.1% 817 $126K
Chilton Capital Management LLC 0.00% Add +0.6% 810 $125K
Orion Capital Management LLC 0.04% No change 800 $123K
Laurel Wealth Advisors LLC 0.02% New 775 $119K
Plante Moran Financial Advisors, LLC 0.01% Reduce -1.8% 768 $118K
Asset Dedication, LLC 0.01% No change 755 $116K
Atlantic Private Wealth, LLC 0.07% No change 750 $116K
Cetera Trust Company, N.A 0.06% No change 750 $116K
Dagco, Inc. 0.03% No change 750 $116K
J.Safra Asset Management Corp 0.01% Reduce -20.7% 750 $116K
City Holding Co. 0.01% No change 712 $110K
Tanglewood Legacy Advisors, LLC 0.04% Add +0.8% 711 $110K
McIlrath & Eck, LLC 0.01% No change 702 $108K
DV Trading LLC 0.01% — 701 $108K
Wolverine Asset Management LLC 0.01% No change 700 $108K
Bravera Wealth 0.05% — 678 $105K
Root Financial Partners, LLC 0.01% Reduce -22.7% 676 $104K
Core Alternative Capital 0.03% Reduce -24.6% 673 $104K
MV Capital Management, Inc. 0.01% Add +1.5% 666 $103K
Pingora Partners LLC 0.06% Reduce -4.4% 650 $100K
1015 Capital Partners, LLC 0.10% — 644 $99K
Activest Wealth Management 0.02% Reduce -84.1% 643 $99K
Delos Wealth Advisors, LLC 0.07% No change 641 $99K
Center for Financial Planning, Inc. 0.01% No change 640 $99K
First Command Advisory Services, Inc. 0.00% Reduce -11.1% 640 $99K
Bank of New Hampshire 0.02% No change 635 $98K
High Note Wealth, LLC 0.02% Add +7.1% 635 $98K
Harbor Asset Planning, Inc. 0.08% No change 628 $97K
ORG Partners LLC 0.02% Reduce -20.6% 623 $96K
SJS Investment Consulting Inc. 0.01% Add +6.9% 618 $95K
Clearstead Trust, LLC 0.01% Reduce -4.7% 614 $95K
Basecamp Wealth Advisors LLC 0.02% — 608 $94K
Washington Trust Advisors, Inc. 0.01% Add +12.4% 607 $94K
Crews Bank & Trust 0.01% Reduce -29.7% 599 $92K
GF Fund Management Co. LTD. 0.00% New 599 $92K
Osbon Capital Management LLC 0.09% — 599 $92K
Bruce G. Allen Investments, LLC 0.06% Reduce -6.0% 598 $92K
Centerpoint Advisors, LLC 0.03% Reduce -0.3% 600 $92K
Nalls Sherbakoff Group, LLC 0.07% No change 589 $91K
Silicon Valley Capital Partners 0.01% Reduce -40.9% 589 $91K
Trust Co 0.01% Add +168.1% 563 $87K
United Financial Planning Group LLC 0.05% Add +5.7% 560 $86K
Financial Perspectives, Inc 0.02% No change 560 $86K
Blue Bell Private Wealth Management, LLC 0.01% No change 551 $85K
Nemes Rush Group LLC 0.01% Add +58.6% 533 $82K
Greenline Wealth Management LLC 0.08% — 513 $79K
Fourth Dimension Wealth, LLC 0.03% No change 500 $77K
Bard Associates Inc. 0.02% New 500 $77K
CGC Financial Services, LLC 0.02% Add +205.6% 495 $76K
Navalign, LLC 0.02% New 495 $76K
Godfrey Financial Associates, Inc. 0.07% — 490 $76K
Wealth Enhancement Trust Services, Inc. 0.01% — 490 $76K
Chesapeake Asset Management LLC 0.06% Add +94.0% 485 $75K
Salomon & Ludwin, LLC 0.01% Reduce -0.4% 458 $74K
PFS Partners, LLC 0.03% Add +0.4% 476 $73K
Rosenberg Matthew Hamilton 0.01% Reduce -9.2% 457 $70K
GW&K Investment Management, LLC 0.00% Add +3.0% 451 $70K
Steigerwald, Gordon & Koch Inc. 0.01% Add +4.8% 454 $70K
Bank & Trust Co 0.05% No change 452 $70K
Wolff Wiese Magana LLC 0.04% Add +4.6% 451 $70K
First Financial Corp. 0.03% No change 451 $70K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -4.4% 452 $69K
Bfsg, LLC 0.01% No change 446 $69K
Murphy & Mullick Capital Management Corp 0.05% Add +48.2% 446 $69K
Webster Bank, N. A. 0.01% No change 439 $68K
Vermillion & White Wealth Management Group, LLC 0.04% No change 432 $67K
Beaird Harris Wealth Management, LLC 0.00% Reduce -20.1% 432 $67K
Capula Management Ltd 0.00% Add +33.0% 431 $66K
Creative Financial Designs Inc. 0.00% Add +218.9% 421 $65K
Banque Cantonale Vaudoise 0.00% Reduce -93.4% 415 $64K
Tower View Wealth Management LLC 0.03% Reduce -27.3% 407 $63K
Rossby Financial, LCC 0.02% Reduce -3.9% 400 $62K
BOK Financial Private Wealth, Inc. 0.00% New 400 $62K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 390 $60K
Addison Advisors LLC 0.01% Add +0.3% 389 $60K
Horizon Financial Services, LLC 0.03% No change 366 $56K
Citizens National Bank Trust Department 0.01% No change 352 $54K
United Community Bank 0.02% No change 343 $53K
Elyxium Wealth, LLC 0.01% New 336 $52K
Bell Investment Advisors, Inc 0.01% Add +53.4% 336 $52K
Stone House Investment Management, LLC 0.01% Reduce -2.1% 330 $51K
Barrett & Company, Inc. 0.02% Reduce -71.2% 325 $50K
Steph & Co. 0.01% Add +91.7% 324 $50K
DHJJ Financial Advisors, Ltd. 0.02% No change 322 $50K
Evolution Wealth Management Inc. 0.04% Reduce -29.3% 318 $49K
Silvant Capital Management LLC 0.00% No change 315 $49K
Private Wealth Management Group, LLC 0.01% No change 309 $48K
Aster Capital Management (DIFC) Ltd 0.02% New 301 $46K
WPG Advisers, LLC 0.03% Reduce -8.1% 295 $45K
Carolina Wealth Advisors, LLC 0.02% Add +0.3% 295 $45K
Kemnay Advisory Services Inc. 0.01% New 291 $45K
Cheviot Value Management, LLC 0.00% No change 300 $44K
Evelyn Partners Investment Management Services Ltd 0.01% No change 278 $43K
Halbert Hargrove Global Advisors, LLC 0.00% Add +71.6% 278 $43K
Rexford Capital Inc. 0.03% No change 277 $43K
Tsfg, LLC 0.01% Reduce -2.6% 262 $40K
Vision Financial Markets LLC 0.04% Add +0.8% 258 $40K
Hartford Financial Management Inc. 0.01% No change 244 $38K
Financial Gravity Asset Management, Inc. 0.01% Reduce -12.0% 235 $36K
NCP Inc. 0.03% New 234 $36K
Comprehensive Financial Planning, Inc. 0.02% Add +16.0% 232 $36K
Advantage Trust Co 0.02% No change 230 $35K
Investors Research Corp 0.01% No change 225 $35K
1 North Wealth Services LLC 0.01% Add +99.1% 221 $34K
Sankala Group LLC 0.03% — 294 $33K
IFC & Insurance Marketing, Inc. 0.03% — 211 $33K
Knott David M Jr 0.01% No change 210 $32K
Entrust Financial LLC 0.02% — 210 $32K
Palladiem, LLC 0.03% — 202 $31K
Wealth Preservation Advisors, LLC 0.02% Add +1.0% 201 $31K
Kelleher Financial Advisors 0.01% No change 200 $31K
Berbice Capital Management LLC 0.02% No change 200 $31K
Scarborough Advisors, LLC 0.01% No change 200 $31K
TFC Financial Management, Inc. 0.00% Reduce -72.1% 198 $31K
Highline Wealth Partners LLC 0.01% Reduce -2.5% 191 $29K
Richardson Financial Services Inc. 0.01% New 190 $29K
Ares Financial Consulting, LLC 0.03% — 184 $28K
Family CFO Inc 0.01% New 184 $28K
West Financial Advisors, LLC 0.00% No change 176 $27K
Redmont Wealth Advisors LLC 0.04% No change 173 $27K
Noble Wealth Management PBC 0.01% Add +22.5% 169 $26K
RMG Wealth Management LLC 0.00% Reduce -54.0% 165 $26K
Howard Hughes Medical Institute 0.01% Add +0.6% 159 $25K
Meeder Asset Management Inc. 0.00% Reduce -3.6% 159 $25K
Dogwood Wealth Management LLC 0.01% Add +57.0% 157 $24K
Raffa Wealth Management, LLC 0.00% Add +15.7% 155 $24K
Bay Harbor Wealth Management, LLC 0.01% Add +6.9% 155 $24K
Roxbury Financial LLC 0.02% Add +0.7% 151 $23K
REAP Financial Group, LLC 0.00% No change 151 $23K
Signature Equity Partners, LLC 0.01% — 148 $23K
Ascentis Wealth Management, LLC 0.01% Add +14.3% 144 $22K
Phillip James Consulting Co. 0.39% — 143 $22K
Wilkerson Advisory Group LLC 0.01% — 136 $21K
Essential Partners LLC 0.01% Add +39.6% 134 $21K
Acumen Wealth Advisors, LLC 0.01% — 134 $21K
Abound Wealth Management 0.00% No change 133 $21K
Cornerstone Planning Group LLC 0.00% Add +0.7% 138 $20K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -61.4% 130 $20K
Swiss Re Ltd. 0.00% — 129 $20K
Westfuller Advisors, LLC 0.01% New 127 $20K
Valued Wealth Advisors LLC 0.01% No change 126 $19K
Transamerica Financial Advisors, LLC 0.00% Add +12.6% 125 $19K
Ulland Investment Advisors, LLC 0.02% No change 124 $19K
Goodman Advisory Group, LLC 0.00% No change 120 $18K
Kilter Group LLC 0.01% Add +13.3% 119 $18K
Concord Wealth Partners 0.00% No change 119 $18K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.9% 114 $18K
Avion Wealth 0.00% Reduce -6.6% 114 $17K
CBIZ Investment Advisory Services, LLC 0.00% No change 107 $16K
MPWM Advisory Solutions, LLC 0.01% No change 106 $16K
FWL Investment Management, LLC 0.00% No change 105 $16K
Hughes Financial Services, LLC 0.00% Reduce -2.8% 105 $16K
Wiser Advisor Group LLC 0.02% New 104 $16K
GGM Financial LLC 0.01% Add +1.0% 103 $16K
New Millennium Group LLC 0.01% No change 103 $16K
Lloyd Advisory Services, LLC. 0.01% New 103 $16K
Sachetta, LLC 0.01% Reduce -95.4% 101 $16K
Mountain Hill Investment Partners Corp. 0.01% No change 100 $15K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $15K
Tidemark, LLC 0.00% No change 100 $15K
Tradewinds Capital Management, LLC 0.00% No change 100 $15K
IAG Wealth Partners, LLC 0.00% No change 100 $15K
Winch Advisory Services, LLC 0.00% Add +1.1% 95 $15K
Oakworth Capital, Inc. 0.00% No change 94 $14K
Kingdom Financial Group LLC. 0.00% New 93 $14K
Strive Financial Group ,LLC 0.01% — 92 $14K
Provenance Wealth Advisors, LLC 0.00% Reduce -88.2% 90 $14K
Wealth Watch Advisors, INC 0.01% Add +388.9% 88 $14K
Kentucky Trust Co 0.01% No change 87 $13K
Mascoma Wealth Management LLC 0.00% Add +16.7% 77 $12K
DT Investment Partners, LLC 0.00% Add +15.2% 76 $12K
Hager Investment Management Services, LLC 0.01% Reduce -61.5% 75 $12K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Add +32.1% 74 $11K
American Wealth Advisors, LLC 0.01% No change 73 $11K
SWAN Capital LLC 0.00% No change 72 $11K
WHI TRUST Co LLC 0.01% — 70 $11K
N.E.W. Advisory Services LLC 0.00% Add +1.5% 66 $10K
Penserra Capital Management LLC 0.00% Reduce -98.1% 66 $10K
Financial Management Professionals, Inc. 0.00% Add +178.3% 64 $10K
Clark Wealth Partners 0.01% No change 63 $10K
True Wealth Design, LLC 0.00% Add +200.0% 63 $10K
Marquette Asset Management, LLC 0.00% Reduce -7.3% 63 $10K
University of Texas/Texas Am Investment Management Co. 0.00% New 57 $9K
Cornerstone Financial Management LLC 0.01% — 56 $9K
Bangor Savings Bank 0.00% Add +80.7% 56 $9K
CFG Wealth Management Services, Inc. 0.01% — 55 $8K
Commonwealth Retirement Investments LLC 0.00% New 54 $8K
HFM Investment Advisors, LLC 0.00% Add +12.8% 53 $8K
Nvwm, LLC 0.00% Add +10.4% 53 $8K
Monetary Solutions, Ltd 0.01% — 50 $8K
Redwood Park Advisors LLC 0.01% New 50 $8K
Birchbrook, Inc. 0.00% New 48 $7K
Maseco LLP 0.00% New 47 $7K
Tucker Asset Management LLC 0.00% New 46 $7K
Syntax Research, Inc. 0.00% No change 45 $7K
Sfam, LLC 0.01% — 44 $7K
Quattro Advisors LLC 0.01% — 42 $7K
Principia Wealth Advisory, LLC 0.00% Add +55.6% 42 $6K
LM Advisors LLC 0.02% Reduce -86.6% 957 $6K
Clayton Financial Group LLC 0.00% Reduce -47.1% 37 $6K
Prestige Wealth Management Group LLC 0.00% No change 37 $6K
Cypress Capital Management LLC (WY) 0.01% New 36 $6K
IMG Wealth Management, Inc. 0.00% No change 36 $6K
Archer Investment Corp 0.00% No change 36 $6K
Atomic Invest LLC 0.00% — 34 $5K
Pacific Center for Financial Services 0.00% No change 29 $5K
S&T Bank 0.00% Add +47.6% 31 $5K
Cedar Wealth Management, LLC 0.00% No change 30 $5K
Credit Industriel Et Commercial 0.00% Add +70.6% 29 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 28 $4K
Turning Point Benefit Group, Inc. 0.00% Add +1300.0% 28 $4K
Cranbrook Wealth Management, LLC 0.00% No change 27 $4K
American Capital Advisory, LLC 0.00% Add +19.1% 25 $4K
Dixon Mitchell Investment Counsel Inc. 0.00% New 25 $4K
WestEnd Advisors, LLC 0.00% Add +50.0% 24 $4K
PayPay Securities Corp 0.10% Add +31.3% 21 $3K
SRH Advisors, LLC 0.00% New 21 $3K
TD Capital Management LLC 0.00% Add +5.0% 21 $3K
Quaker Wealth Management, LLC 0.00% Add +5.3% 20 $3K
POM Investment Strategies, LLC 0.00% No change 19 $3K
Walsh & Associates, LLC 0.00% — 19 $3K
Granite FO LLC 0.00% No change 18 $3K
Purpose Unlimited Inc. 0.00% — 18 $3K
Nova Wealth Management, Inc. 0.00% No change 15 $2K
CrossGen Wealth, LLC 0.00% — 15 $2K
Optima Capital LLC 0.00% New 14 $2K
HighMark Wealth Management LLC 0.00% New 13 $2K
Motiv8 Investments LLC 0.00% New 14 $2K
Aspect Partners, LLC 0.00% New 12 $2K
Benson Wealth Management INC 0.00% — 10 $2K
Financial Network Wealth Advisors LLC 0.00% No change 10 $2K
Luken Investment Analytics, LLC 0.00% New 10 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 10 $1K
Bare Financial Services, Inc 0.00% Reduce -33.3% 8 $1K
Elevated Capital Advisors, LLC 0.00% New 7 $1K
DecisionPoint Financial, LLC 0.00% No change 7 $1K
Rialto Wealth Management, LLC 0.00% Reduce -57.1% 6 $925
ROSS\JOHNSON & Associates LLC 0.01% Add +150.0% 5 $771
Signature Resources Capital Management, LLC 0.00% New 5 $771
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $743
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 5 $706
Winnacle Wealth LLC 0.00% Add +300.0% 4 $620
Seneschal Advisors, LLC 0.00% No change 4 $617
Retirement Wealth Solutions LLC 0.00% Reduce -63.6% 4 $617
Caitong International Asset Management Co., Ltd 0.00% New 4 $617
Breakwater Investment Management 0.00% No change 3 $463
McGuire Capital Advisors Inc. 0.00% — 2 $326
Prosperity Bancshares Inc 0.00% — 2 $308
Dunhill Financial, LLC 0.00% Reduce -98.0% 1 $230
Toth Financial Advisory Corp. 0.00% New 1 $155
West Branch Capital LLC 0.00% No change 1 $155
Richard W. Paul & Associates, LLC 0.00% No change 1 $154

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