Carrier GlobalCARR

13F holders, Q1 2026 (March 31)
1,500holders −12
131new positions
141sold out
9famous investors
$56.18avg. 13F price*

At the end of Q1 2026, 1,500 institutions reported holding Carrier Global Corp. (CARR) in their 13F filings, down 12 from Q4 2025. 131 opened new positions and 141 sold out. The largest holders were Capital Research Global Investors ($6.6B), BlackRock, Inc. ($3.3B) and Vanguard Capital Management LLC ($2.9B). 9 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Tom Gayner (0.1% of Markel Group's portfolio).

Company
Carrier Global Corp.
Sector
Industrials
CUSIP
14448C104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions131$379.7M
Exits141$857.7M

All 13F filers, Q4 2025 → Q1 2026: 94,758,353 shares bought and 73,773,223 shares sold, net +20,985,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,500 holders

Capital Research Global Investors 1.02% Add +55.7% 116,392,662 $6.6B
BlackRock, Inc. 0.06% Add +0.8% 57,878,658 $3.3B
Vanguard Capital Management LLC 0.07% — 51,343,702 $2.9B
Vanguard Portfolio Management LLC 0.11% — 36,511,692 $2.1B
JPMorgan Chase & Co. 0.13% Reduce -7.3% 34,956,690 $1.9B
State Street Corp. 0.07% Reduce -0.7% 33,509,413 $1.9B
Dodge & Cox 0.82% Add +98.4% 26,622,273 $1.5B
Capital World Investors 0.15% Reduce -13.0% 19,715,766 $1.1B
Geode Capital Management, LLC 0.06% Add +1.9% 17,643,619 $989.1M
Fisher Asset Management 0.25% Reduce -11.9% 13,029,802 $733.7M
Morgan Stanley 0.04% Add +4.3% 12,261,215 $690.4M
Capital International Investors 0.14% Reduce -57.0% 10,716,062 $603.3M
Brown Advisory Inc. 0.75% Reduce -20.9% 8,093,705 $455.8M
Northern Trust Corp. 0.06% Add +1.2% 8,047,828 $453.2M
Goldman Sachs Group Inc. 0.06% Add +32.9% 7,943,454 $447.3M
Fiera Capital Corp 1.28% Reduce -3.7% 6,666,102 $375.4M
Bank of America Corp. 0.03% Add +14.4% 6,592,682 $371.2M
PineStone Asset Management Inc. 2.60% Reduce -8.1% 6,572,910 $370.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +6.7% 6,506,764 $366.4M
Dimensional Fund Advisors LP 0.07% Add +4.1% 6,291,311 $354.2M
Victory Capital Management Inc. 0.22% Add +24.2% 5,941,125 $334.5M
Nuveen, LLC 0.09% Reduce -7.2% 5,640,617 $317.6M
Invesco Ltd. 0.03% Add +12.6% 5,482,734 $308.7M
Charles Schwab Investment Management Inc. 0.04% Add +3.7% 4,936,240 $278.0M
Bank of New York Mellon Corp 0.05% Reduce -1.6% 4,827,965 $271.9M
Schroder Investment Management Group 0.22% Reduce -4.9% 4,990,296 $271.3M
Ameriprise Financial Inc. 0.06% Add +44.0% 4,757,238 $267.8M
Legal & General Group Plc 0.06% Reduce -0.3% 4,754,446 $267.7M
Alliancebernstein L.P. 0.08% Add +441.0% 4,944,159 $261.2M
UBS Group AG 0.04% Add +103.0% 4,479,077 $252.2M
Vanguard Fiduciary Trust Co. 0.06% — 4,429,069 $249.4M
Artisan Partners Limited Partnership 0.36% Reduce -9.6% 3,973,094 $223.7M
Primecap Management Co. 0.17% Add +31.5% 3,840,205 $216.2M
Citadel Advisors 0.15% Reduce -24.8% 3,611,803 $203.4M
Fiduciary Management Inc. 2.49% Reduce -10.2% 3,567,389 $200.9M
Nomura Asset Management International Inc. 0.34% Add +367.6% 3,502,128 $197.2M
T. Rowe Price Associates Inc. 0.02% Add +12.0% 3,329,413 $187.5M
Amundi 0.05% Add +20.3% 3,128,546 $176.2M
Pictet Asset Management Holding SA 0.19% Reduce -11.7% 3,123,684 $175.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.02% New 2,900,670 $163.3M
Barclays PLC 0.06% Add +95.2% 2,791,116 $157.2M
Envestnet Asset Management Inc. 0.04% Add +8.7% 2,623,984 $147.8M
Royal Bank of Canada 0.03% Reduce -0.6% 2,583,017 $145.5M
Raymond James Financial Inc. 0.04% Add +0.9% 2,553,783 $142.6M
Gates Capital Management, Inc. 4.85% Reduce -22.5% 2,494,791 $140.5M
Deutsche Bank AG 0.05% Add +1.5% 2,439,488 $137.4M
AQR Capital Management 0.06% Add +92.5% 2,464,034 $137.3M
Swiss National Bank 0.07% Add +6.0% 2,224,585 $125.3M
Causeway Capital Management LLC 1.45% Add +13.7% 2,102,878 $118.4M
Sei Investments Co. 0.11% Add +6.8% 2,101,860 $118.4M
Focus Partners Wealth 0.12% Add +1302.0% 1,947,389 $109.7M
Wells Fargo & Company 0.02% Add +31.2% 1,800,042 $101.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +7.0% 1,756,870 $98.9M
Russell Investments Group, Ltd. 0.11% Add +1.3% 1,749,832 $98.4M
Vanguard Global Advisers, LLC 0.05% — 1,718,342 $96.8M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -5.0% 1,628,718 $91.7M
Principal Financial Group Inc. 0.05% Reduce -7.7% 1,610,421 $90.7M
Bank of Montreal 0.04% Reduce -9.7% 1,568,792 $88.3M
Massachusetts Financial Services Co. 0.03% Add +6.8% 1,204,516 $84.5M
HSBC Holdings PLC 0.05% Reduce -11.0% 1,467,626 $82.5M
California Public Employees Retirement System 0.05% Add +1.5% 1,430,425 $80.5M
Summitry LLC 2.83% Add +43.3% 1,419,812 $79.9M
D. E. Shaw & Co. 0.07% Reduce -73.8% 1,400,211 $78.8M
Rhumbline Advisers 0.07% Reduce -1.6% 1,399,500 $78.8M
BNP Paribas Financial Markets 0.05% Reduce -20.4% 1,373,168 $77.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.07% — 1,361,672 $76.7M
DekaBank Deutsche Girozentrale 0.12% No change 1,336,403 $73.9M
DAVENPORT & Co LLC 0.41% Add +32.6% 1,307,008 $73.6M
Ontario Teachers Pension Plan Board 2.19% Reduce -31.1% 1,302,131 $73.3M
FMR LLC 0.00% Reduce -44.2% 1,287,365 $72.5M
Arrowstreet Capital, Limited Partnership 0.04% Add +22.5% 1,259,424 $70.9M
Ensign Peak Advisors, Inc 0.13% Reduce -0.3% 1,250,385 $70.4M
National Pension Service 0.05% Reduce -0.3% 1,247,203 $70.2M
Manufacturers Life Insurance Company, The 0.06% Add +17.5% 1,200,601 $67.6M
Impax Asset Management Group plc 0.46% Reduce -66.9% 1,176,257 $66.2M
California State Teachers Retirement System 0.07% Reduce -3.2% 1,171,356 $66.0M
Canoe Financial LP 0.83% Reduce -9.6% 1,080,150 $60.8M
Bahl & Gaynor LLC 0.30% Add +37.9% 1,060,423 $59.7M
CANADA LIFE ASSURANCE Co 0.11% Add +0.6% 1,046,219 $59.2M
CIBC Bancorp USA Inc. 0.08% — 988,345 $55.7M
Franklin Resources Inc. 0.01% Add +24.0% 970,072 $54.6M
New York State Common Retirement Fund 0.07% Add +0.2% 942,755 $53.1M
LPL Financial LLC 0.01% Add +7.9% 937,397 $52.8M
Aberdeen Group plc 0.08% Add +3.2% 924,708 $52.1M
Reynders McVeigh Capital Management, LLC 2.53% Add +0.8% 891,158 $50.2M
PNC Financial Services Group, Inc. 0.03% Add +0.1% 889,148 $50.1M
HighTower Advisors, LLC 0.05% Reduce -2.3% 832,618 $46.9M
Albar Capital Partners LLP 7.56% Add +1133.8% 829,811 $46.7M
Vident Advisory, LLC 0.39% Reduce -0.8% 811,648 $45.7M
J. Goldman & Co LP 2.08% New 796,738 $44.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Reduce -1.6% 783,399 $44.1M
Great Lakes Advisors, LLC 0.37% Add +17.8% 783,411 $44.1M
Caisse de depot et placement du Quebec 0.07% Add +42.5% 768,998 $43.3M
Mackenzie Financial Corp. 0.05% Add +15.3% 755,164 $42.5M
Marshall Wace, LLP 0.05% Reduce -1.7% 752,036 $42.3M
Millennium Management 0.03% Reduce -44.4% 738,997 $41.6M
Aviva PLC 0.07% Add +3.0% 713,409 $40.2M
State Board of Administration of Florida Retirement System 0.07% Reduce -0.9% 701,605 $39.5M
Citigroup Inc. 0.02% Reduce -16.3% 661,075 $37.2M
Rockefeller Capital Management L.P. 0.06% Add +6.0% 646,100 $36.4M
US Bancorp \de 0.04% Add +25.6% 643,016 $36.2M
Woodley Farra Manion Portfolio Management Inc. 1.73% New 632,287 $35.6M
Skandinaviska Enskilda Banken AB (publ) 0.80% Add +28.9% 618,000 $34.8M
New York State Teachers Retirement System 0.07% No change 583,116 $32.8M
Deprince Race & Zollo Inc. 0.61% Add +9.1% 572,588 $32.2M
iA Global Asset Management Inc. 0.44% Reduce -12.6% 555,998 $31.3M
Cardinal Capital Management, Inc. 0.82% Add +31.0% 537,401 $30.3M
Formuepleje A/S 2.71% Reduce -23.2% 530,103 $29.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +18.2% 512,741 $28.9M
Confluence Investment Management LLC 0.45% Add +142.6% 511,137 $28.8M
Alyeska Investment Group, L.P. 0.08% New 504,278 $28.4M
Creative Planning 0.02% Add +12.9% 493,105 $27.8M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -2.6% 569,085 $27.8M
Capital International Sarl 0.45% Add +3.1% 486,769 $27.4M
Delta Asset Management LLC 2.48% Reduce -1.6% 483,027 $27.2M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -8.7% 482,600 $27.2M
Korea Investment CORP 0.05% Reduce -0.7% 450,291 $25.4M
State of Wisconsin Investment Board 0.06% Add +11.3% 441,941 $24.9M
Fifth Third Bancorp 0.04% Add +319.7% 436,636 $24.6M
First Trust Advisors LP 0.02% Add +128.8% 436,163 $24.6M
M&G PLC 0.13% Reduce -33.8% 438,019 $24.5M
APG Asset Management N.V. 0.08% Add +7.2% 492,251 $24.1M
CI Investments Inc. 0.12% Add +1.4% 426,387 $24.0M
Becker Capital Management Inc. 0.69% Reduce -4.1% 416,859 $23.5M
Asset Management One Co., Ltd. 0.07% Reduce -13.8% 416,725 $23.5M
Assetmark, Inc. 0.05% Reduce -0.6% 408,814 $23.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -15.3% 408,381 $23.0M
Man Group plc 0.05% Reduce -40.8% 405,193 $22.8M
Swedbank AB 0.02% Reduce -7.3% 404,212 $22.8M
Prevatt Capital Ltd 5.99% Add +31.7% 395,000 $22.2M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -3.3% 392,053 $22.1M
Stifel Financial Corp. 0.02% Add +18.3% 388,439 $21.9M
Royal London Asset Management Ltd. 0.05% Add +0.2% 385,262 $21.7M
Prudential Financial Inc. 0.03% Reduce -68.7% 383,089 $21.6M
Vanguard Investments Australia, Ltd. 0.06% — 379,470 $21.4M
O'shaughnessy Asset Management, LLC 0.11% Add +158.7% 373,325 $21.0M
Tidal Investments LLC 0.06% Add +74.2% 369,052 $20.7M
Gateway Investment Advisers LLC 0.23% Add +1.0% 367,450 $20.7M
Treasurer of the State of North Carolina 0.06% Add +2.2% 336,130 $18.9M
GMO 0.05% Add +13.7% 335,680 $18.9M
Jones Financial Companies LLLP 0.01% Add +83.7% 334,315 $18.1M
Janney Montgomery Scott LLC 0.04% Reduce -0.7% 321,339 $18.1M
TD Asset Management Inc 0.01% Add +1.8% 319,058 $18.0M
Quantinno Capital Management LP 0.03% Add +13.4% 318,635 $17.9M
ExodusPoint Capital Management, LP 0.18% Reduce -61.7% 317,391 $17.9M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +0.4% 314,608 $17.7M
Public Employees Retirement System of Ohio 0.06% Reduce -0.4% 312,078 $17.6M
TIAA Wealth Investment Management LLC 0.13% — 311,829 $17.6M
Mariner, LLC 0.02% Add +36.5% 309,977 $17.5M
Segall Bryant & Hamill, LLC 0.25% Reduce -3.1% 308,328 $17.4M
Professional Advisory Services Inc. 2.18% Reduce -2.6% 307,924 $17.3M
Tredje AP-fonden 0.09% Reduce -43.5% 307,473 $17.3M
Cetera Investment Advisers 0.02% Add +3.1% 301,980 $17.0M
KBC Group NV 0.04% Add +4.1% 298,224 $16.8M
Steigerwald, Gordon & Koch Inc. 1.71% Reduce -0.4% 296,192 $16.7M
Danske Bank A/S 0.04% Reduce -2.3% 294,450 $16.6M
KLP Kapitalforvaltning As 0.06% No change 292,385 $16.5M
Corient Private Wealth LP 0.02% Reduce -34.4% 294,886 $16.4M
Canada Pension Plan Investment Board 0.01% Reduce -61.2% 287,052 $16.2M
Calamos Advisors LLC 0.08% Add +2.2% 281,868 $15.9M
Foster Victor Wealth Advisors, LLC 0.90% Add +32.1% 242,430 $15.7M
Cullen/Frost Bankers, Inc. 0.17% Add +30.9% 269,294 $15.2M
Nomura Asset Management Co. Ltd. 0.04% Add +4.3% 268,047 $15.1M
Schonfeld Strategic Advisors LLC 0.12% Reduce -82.2% 267,972 $15.1M
Gotham Asset Management 0.05% Reduce -6.1% 266,041 $15.0M
Nisa Investment Advisors, LLC 0.06% Reduce -0.5% 264,738 $14.9M
Commonwealth Equity Services, LLC 0.02% Reduce -2.8% 263,002 $14.8M
M&T Bank Corp 0.05% Reduce -0.5% 260,719 $14.7M
Osaic Holdings, Inc. 0.02% Add +22.5% 260,301 $14.7M
State of New Jersey Common Pension Fund D 0.06% Reduce -0.5% 259,267 $14.6M
Natixis Advisors, LLC 0.02% Add +47.5% 256,211 $14.4M
State of Tennessee, Department of Treasury 0.05% No change 254,468 $14.3M
Baker Chad R 2.69% No change 253,050 $14.2M
STRS Ohio 0.06% Reduce -4.0% 250,745 $14.1M
DNB Asset Management AS 0.05% Reduce -43.0% 245,517 $13.8M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -0.8% 243,189 $13.7M
Capital International Ltd. 0.49% Add +0.3% 236,911 $13.3M
Cerity Partners LLC 0.02% Add +19.6% 235,304 $13.2M
Resona Asset Management Co.,Ltd. 0.07% Add +0.3% 236,703 $13.2M
Markel Group 0.11% No change 235,000 $13.2M
Milford Funds Ltd. 0.28% New 233,835 $13.2M
Toronto Dominion Bank 0.03% Reduce -43.6% 232,756 $13.1M
Bradley Foster & Sargent Inc. 0.20% Reduce -11.8% 232,269 $13.1M
National Bank of Canada 0.01% Reduce -68.4% 232,281 $13.1M
Eurizon Capital SGR S.p.A. 0.04% Add +53.5% 232,124 $13.0M
AdviceOne Advisory Services, LLC 7.87% Add +0.3% 231,059 $13.0M
Sirios Capital Management L P 1.58% Add +2.3% 231,043 $13.0M
Zimmer Partners, LP 0.33% Reduce -40.6% 230,000 $13.0M
Raub Brock Capital Management LP 3.18% Reduce -5.7% 223,138 $12.6M
Highland Capital Management, LLC 0.66% Reduce -0.8% 219,777 $12.4M
Czech National Bank 0.08% Add +2.5% 213,980 $12.0M
Wesbanco Bank Inc. 0.33% Add +3.6% 208,860 $11.8M
Arizona State Retirement System 0.07% Reduce -3.9% 207,676 $11.7M
State of Michigan Retirement System 0.06% Reduce -1.0% 205,225 $11.6M
Candriam S.C.A. 0.06% Add +194.1% 203,948 $11.5M
Capital International, Inc. 0.09% Reduce -24.1% 198,974 $11.2M
Handelsbanken Fonder AB 0.04% Reduce -19.8% 197,294 $11.1M
Varma Mutual Pension Insurance Co 0.07% Add +1.6% 196,895 $11.1M
Susquehanna International Group, LLP 0.01% Add +9.3% 196,558 $11.1M
Neuberger Berman Group LLC 0.01% Add +21.6% 196,482 $11.1M
Segment Wealth Management, LLC 0.65% Add +7.4% 196,338 $11.1M
Peapack Gladstone Financial Corp. 0.14% Add +3.7% 189,889 $10.7M
CIBC Asset Management Inc 0.03% Add +0.9% 189,502 $10.7M
Telos Capital Management, Inc. 1.01% Add +1.0% 187,778 $10.6M
MML Investors Services, LLC 0.03% Reduce -14.8% 186,646 $10.5M
MetLife Investment Management, LLC 0.05% Reduce -3.2% 183,574 $10.3M
Allworth Financial LP 0.04% Add +1.0% 183,461 $10.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -0.6% 183,022 $10.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +17.5% 179,945 $10.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +36.8% 179,139 $10.1M
IFM Investors Pty Ltd 0.08% Add +1.7% 178,127 $10.0M
Swiss Life Asset Management Ltd 0.05% Add +8.9% 176,820 $10.0M
Mercer Global Advisors Inc. 0.01% Add +14.8% 176,692 $9.9M
Retirement Systems of Alabama 0.03% Reduce -0.9% 166,847 $9.4M
Kestra Advisory Services, LLC 0.04% Reduce -6.1% 165,787 $9.3M
Turas Capital Management LP 2.35% Add +262.3% 163,400 $9.2M
Jacobs & Co. 0.90% Reduce -1.6% 162,051 $9.1M
Commerce Bank 0.04% Add +16.7% 157,094 $8.8M
SEB Asset Management AB 0.04% — 155,704 $8.8M
Tocqueville Asset Management L.P. 0.13% Reduce -23.2% 152,372 $8.6M
Pinebridge Investments LLC 0.07% Add +24.6% 150,019 $8.4M
Danica Pension, Livsforsikringsaktieselskab 0.16% New 149,173 $8.4M
Lincoln Capital LLC 1.59% Reduce -6.0% 148,986 $8.4M
Pacer Advisors, Inc. 0.02% Add +0.1% 147,683 $8.3M
Laffer Tengler Investments, Inc. 1.45% Add +3.6% 147,405 $8.3M
Keybank National Association 0.03% Add +1.8% 146,637 $8.3M
Cutler Investment Counsel LLC 0.84% Reduce -2.1% 145,419 $8.2M
Avity Investment Management Inc. 0.59% Add +79.9% 145,224 $8.2M
Sagefield Capital LP 0.59% Reduce -21.1% 144,963 $8.2M
Jane Street Group, LLC 0.01% Reduce -95.6% 143,898 $8.1M
Fairview Capital Investment Management, LLC 0.44% New 143,319 $8.1M
Welch Group, LLC 0.30% Add +13.6% 143,179 $8.1M
Windward Capital Management Co. 0.65% Reduce -0.4% 142,382 $8.0M
Amalgamated Bank 0.06% Reduce -4.0% 142,106 $8.0M
Xponance LLC 0.06% Add +14.6% 141,613 $8.0M
Welch & Forbes LLC 0.10% Reduce -0.5% 141,199 $8.0M
M. Kraus & Co 2.31% Reduce -0.3% 140,843 $7.9M
Hemenway Trust Co LLC 0.63% Reduce -9.1% 138,359 $7.8M
Jefferies Financial Group Inc. 0.10% Add +114.3% 137,780 $7.8M
Daiwa Securities Group Inc. 0.02% Add +4.5% 135,557 $7.6M
Teacher Retirement System of Texas 0.03% Reduce -2.0% 135,057 $7.6M
Kanawha Capital Management LLC 0.53% Reduce -3.3% 133,055 $7.5M
Pathstone Holdings, LLC 0.03% Reduce -3.0% 132,874 $7.5M
QRG Capital Management, Inc. 0.08% Add +152.8% 131,804 $7.4M
Public Sector Pension Investment Board 0.02% Add +22.6% 130,011 $7.3M
Providence Capital Advisors, LLC 1.19% Add +3.4% 129,708 $7.3M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 129,300 $7.3M
Utah Retirement Systems 0.07% Reduce -2.3% 127,598 $7.2M
Janus Henderson Group PLC 0.00% Reduce -19.8% 125,923 $7.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Reduce -11.7% 125,304 $7.1M
Voya Investment Management LLC 0.01% Reduce -0.4% 124,268 $7.0M
Mn Services Vermogensbeheer B.V. 0.05% No change 123,600 $7.0M
Captrust Financial Advisors 0.01% Add +12.5% 122,904 $6.9M
Baird Financial Group, Inc. 0.01% Reduce -41.8% 122,518 $6.9M
Cwm, LLC 0.02% Add +40.4% 122,055 $6.9M
Police & Firemen's Retirement System of New Jersey 0.06% No change 121,436 $6.8M
CapWealth Advisors, LLC 0.60% Add +7.3% 117,892 $6.6M
New York Life Investment Management LLC 0.06% Add +1.9% 117,170 $6.6M
Ofi Invest Asset Management 0.09% Add +3.0% 133,088 $6.6M
ProShare Advisors LLC 0.01% Reduce -21.7% 114,347 $6.4M
SG Americas Securities, LLC 0.01% Reduce -84.0% 114,043 $6.4M
IFP Advisors, Inc 0.13% Add +22.4% 113,485 $6.4M
NEOS Investment Management LLC 0.03% Add +2.5% 112,934 $6.4M
TrinityBridge Ltd 0.17% Reduce -2.0% 112,444 $6.3M
Scopus Asset Management, L.P. 0.20% New 111,466 $6.3M
Truist Financial Corp. 0.01% Reduce -3.3% 111,395 $6.3M
Rakuten Investment Management, Inc. 0.01% Add +11.8% 115,222 $6.3M
Mandatum Life Insurance Co Ltd 1.41% Add +36.1% 111,157 $6.3M
Capital Management Corp. 1.06% Reduce -12.4% 110,437 $6.2M
PFA Pension, Forsikringsaktieselskab 0.02% Add +0.3% 109,479 $6.2M
Riverview Capital Advisers, LLC 2.05% Reduce -2.4% 109,132 $6.1M
Connecticut Wealth Management, LLC 0.26% Reduce -3.4% 108,353 $6.1M
Bank of Nova Scotia 0.01% Reduce -2.9% 107,489 $6.1M
Hall Laurie J Trustee 2.09% Add +3.3% 105,210 $5.9M
D.A. Davidson & Co. 0.04% Add +8.3% 105,123 $5.9M
Crescent Grove Advisors, LLC 0.58% No change 104,631 $5.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -23.0% 104,483 $5.9M
Brown Brothers Harriman & Co. 0.03% Add +98.3% 104,347 $5.9M
Vanguard Personalized Indexing Management, LLC 0.06% Add +8.4% 102,285 $5.8M
Fiduciary Trust Co 0.07% Reduce -4.8% 101,831 $5.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.1% 101,419 $5.7M
Geneos Wealth Management Inc. 0.13% Add +1794.4% 101,386 $5.7M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.3% 98,231 $5.5M
Meyer Handelman Co. 0.17% Reduce -6.0% 97,990 $5.5M
Nissay Asset Management Corp. /Japan 0.03% Add +0.4% 97,472 $5.5M
Blair William & Co. 0.02% Reduce -9.2% 96,003 $5.4M
Summit Trail Advisors, LLC 0.08% Add +33.5% 95,083 $5.4M
Douglass Winthrop Advisors, LLC 0.10% Add +12.3% 94,701 $5.3M
Waters Parkerson & Co., LLC 0.27% Add +28.2% 94,351 $5.3M
Trexquant Investment LP 0.04% New 94,236 $5.3M
South Dakota Investment Council 0.10% Add +235.8% 94,081 $5.3M
Ieq Capital, LLC 0.02% Add +1287.2% 93,925 $5.3M
Mediolanum International Funds Ltd 0.06% New 96,886 $5.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 92,997 $5.2M
Wealthfront Advisers LLC 0.01% Add +12.7% 92,742 $5.2M
Ethic Inc. 0.08% Add +5.5% 92,206 $5.2M
Regions Financial Corp. 0.03% Reduce -1.7% 90,970 $5.1M
Storebrand Asset Management As 0.01% Reduce -21.4% 90,581 $5.1M
Tufton Capital Management 0.92% Reduce -1.6% 90,085 $5.1M
Oregon Public Employees Retirement Fund 0.07% Reduce -0.7% 89,979 $5.1M
GAMCO Investors 0.05% Reduce -5.1% 89,930 $5.1M
Callan Family Office, LLC 0.11% Add +37.1% 89,681 $5.0M
Pegasus Asset Management, Inc. 1.61% Add +2.1% 89,491 $5.0M
Vontobel Holding Ltd. 0.02% Add +1.6% 89,241 $5.0M
McMillan Office, Inc. 0.64% Reduce -2.4% 88,809 $5.0M
Baker Ellis Asset Management LLC 0.59% Reduce -1.2% 88,599 $5.0M
Wesleyan Assurance Society 0.29% Reduce -4.3% 88,200 $5.0M
Clifford Swan Investment Counsel LLC 0.17% Reduce -0.7% 87,578 $4.9M
Yousif Capital Management, LLC 0.06% Reduce -4.0% 87,315 $4.9M
American Trust Investment Advisors, LLC 2.71% Add +1.0% 87,161 $4.9M
Moore Capital Management, LP 0.19% New 86,819 $4.9M
Atria Investments, Inc 0.05% Add +77.2% 86,258 $4.9M
Gabelli Funds LLC 0.03% Add +34.8% 86,135 $4.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.8% 85,972 $4.8M
HM Payson & Co. 0.07% Add +2.5% 84,306 $4.7M
XTX Topco Ltd 0.08% Reduce -6.3% 84,189 $4.7M
Mutual of America Capital Management LLC 0.05% Reduce -1.7% 83,591 $4.7M
EDENTREE ASSET MANAGEMENT Ltd 1.41% Reduce -24.1% 83,000 $4.7M
Letson Investment Management, Inc. 1.79% Reduce -17.1% 82,650 $4.7M
AdvisorNet Financial, Inc 0.24% Add +0.4% 81,538 $4.6M
Parsons Capital Management Inc. 0.21% Add +29.4% 81,527 $4.6M
Stephens Inc. 0.06% Add +2.1% 80,075 $4.5M
Macquarie Group Ltd. 0.03% Reduce -35.8% 80,072 $4.5M
Caption Management, LLC 0.22% Add +23.1% 80,000 $4.5M
Credit Agricole S A 0.01% Reduce -75.3% 79,266 $4.5M
Nordea Investment Management AB 0.00% Add +2.3% 80,276 $4.5M
Verition Fund Management LLC 0.05% Add +85.1% 78,947 $4.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.0% 78,120 $4.4M
State of Alaska, Department of Revenue 0.05% Reduce -0.6% 78,011 $4.4M
Allstate Corp. 0.05% Add +42.3% 77,758 $4.4M
Clearbridge Investments, LLC 0.00% No change 77,455 $4.4M
OP Asset Management Ltd 0.04% Reduce -8.7% 77,329 $4.4M
Y-Intercept (Hong Kong) Ltd 0.08% Reduce -27.3% 76,535 $4.3M
Fayez Sarofim & Co 0.01% Reduce -3.5% 74,705 $4.2M
Sanctuary Advisors, LLC 0.02% Add +20.8% 73,773 $4.2M
Private Advisor Group, LLC 0.02% Reduce -0.1% 73,111 $4.1M
UniSuper Management Pty Ltd 0.03% Reduce -4.4% 73,072 $4.1M
Glenmede Trust Co. NA 0.02% Reduce -0.1% 70,144 $3.9M
NorthCrest Asset Manangement, LLC 0.12% Reduce -39.5% 70,864 $3.9M
AIA Group Ltd 0.06% Reduce -37.3% 69,221 $3.9M
Pinnacle Financial Partners, Inc. 0.03% Reduce -24.0% 69,029 $3.9M
Soviero Asset Management, LP 2.18% New 69,000 $3.9M
ASR Vermogensbeheer N.V. 0.05% Add +1.6% 68,548 $3.9M
Twinbeech Capital LP 0.40% Reduce -74.2% 68,098 $3.8M
Federation des caisses Desjardins du Quebec 0.01% Add +23.1% 67,044 $3.8M
Circle Wealth Management, LLC 0.05% Add +1.5% 66,789 $3.8M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -4.7% 66,464 $3.7M
Empowered Funds, LLC 0.02% Reduce -11.9% 65,833 $3.7M
MAI Capital Management 0.02% Reduce -0.4% 65,093 $3.7M
Snowden Capital Advisors LLC 0.10% Reduce -5.5% 65,066 $3.7M
Teachers Retirement System of the State of Kentucky 0.03% No change 64,874 $3.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -26.7% 64,173 $3.6M
Cohen Capital Management, Inc. 0.56% No change 63,634 $3.6M
Choreo, LLC 0.04% Add +12.8% 61,627 $3.5M
Daymark Wealth Partners, LLC 0.11% Reduce -0.3% 60,798 $3.4M
Woodline Partners LP 0.01% Reduce -93.9% 59,373 $3.3M
Gilman Hill Asset Management, LLC 0.50% Add +3.6% 59,292 $3.3M
Osmosis Investment Management UK Ltd 0.09% Reduce -1.3% 59,087 $3.3M
Gulf International Bank (UK) Ltd 0.07% Add +45.2% 58,737 $3.3M
Patten Group, Inc. 0.56% Reduce -4.1% 57,532 $3.2M
NewEdge Advisors, LLC 0.01% Reduce -18.2% 57,520 $3.2M
Cambient Family Office, LLC 0.45% Add +1.1% 57,035 $3.2M
Merit Financial Group, LLC 0.02% Add +17.3% 57,036 $3.2M
Quadrature Capital Ltd 0.04% Reduce -83.3% 56,828 $3.2M
Mirabella Financial Services LLP 0.32% Add +756.9% 56,686 $3.2M
Silvercrest Asset Management Group LLC 0.02% Reduce -1.1% 56,322 $3.2M
SIR Capital Management, L.P. 0.29% New 55,000 $3.1M
LRI Investments, LLC 0.27% Reduce -3.4% 54,714 $3.1M
Beacon Pointe Advisors, LLC 0.02% Add +45.7% 54,467 $3.1M
Caisse Des Depots Et Consignations 0.05% Add +1.6% 54,431 $3.1M
Investment Management Corp of Ontario 0.04% Reduce -14.0% 54,274 $3.1M
Boothbay Fund Management, LLC 0.07% Add +442.3% 53,768 $3.0M
Canandaigua National Corp. 0.27% — 53,044 $3.0M
NBT Bank, N.A. 0.20% Reduce -4.7% 52,949 $3.0M
Evoke Wealth, LLC 0.05% Reduce -29.3% 52,862 $3.0M
Westport Asset Management Inc. 1.30% No change 52,400 $3.0M
Hancock Whitney Corp. 0.05% Reduce -1.4% 51,463 $2.9M
Carmel Capital Partners, LLC 1.05% Add +1.9% 51,791 $2.9M
JB Capital LLC 0.12% Reduce -3.0% 51,510 $2.9M
Rafferty Asset Management, LLC 0.01% Reduce -27.5% 51,162 $2.9M
Huntington National Bank 0.02% Add +0.9% 50,959 $2.9M
Capital Group Investment Management Pte. LTD. 0.48% Reduce -2.3% 49,909 $2.8M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +57.7% 49,352 $2.8M
Sargent Investment Group, LLC 0.36% Reduce -13.5% 48,995 $2.8M
Norinchukin Bank, The 0.03% Reduce -0.9% 48,701 $2.7M
Oppenheimer & Co. Inc. 0.03% Reduce -4.5% 48,654 $2.7M
J.P. Marvel Investment Advisors, LLC 0.39% Reduce -1.1% 48,461 $2.7M
Diversified Management Inc. 0.47% New 48,450 $2.7M
Mizuho Securities USA LLC 0.06% Reduce -17.6% 47,499 $2.7M
Delta Capital Management LLC 1.48% No change 47,065 $2.6M
Monarch Capital Management Inc. 0.65% Add +4.7% 46,865 $2.6M
&partners 0.01% Add +26.9% 45,601 $2.6M
Fideuram Asset Management (Ireland) dac 0.33% Add +423.8% 46,794 $2.6M
Prudential PLC 0.02% Add +238.0% 46,297 $2.6M
Allianz Asset Management GmbH 0.00% Add +26.1% 45,956 $2.6M
Crossmark Global Holdings, Inc. 0.04% Reduce -3.5% 45,671 $2.6M
Cohen Klingenstein LLC 0.08% No change 45,668 $2.6M
Cresset Asset Management, LLC 0.01% Add +36.0% 45,488 $2.6M
Lido Advisors, LLC 0.01% Reduce -33.8% 45,478 $2.6M
Heritage Investors Management Corp. 0.08% Reduce -0.4% 45,270 $2.5M
Savant Capital, LLC 0.01% Add +12.2% 45,088 $2.5M
Hartford Investment Management Co. 0.08% Reduce -2.2% 44,812 $2.5M
Venture Visionary Partners LLC 0.08% Reduce -0.2% 44,669 $2.5M
YHB Investment Advisors, Inc. 0.18% Reduce -1.0% 44,478 $2.5M
Steward Partners Investment Advisory, LLC 0.01% Add +6.0% 44,035 $2.5M
Pinnacle Associates Ltd. 0.03% Add +3.9% 43,575 $2.5M
Somerville Kurt F 0.64% Reduce -56.5% 43,375 $2.4M
Argent Trust Co 0.08% Add +0.1% 43,185 $2.4M
HB Wealth Management, LLC 0.02% Add +12.1% 42,999 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +34.4% 42,603 $2.4M
GPM Growth Investors, Inc. 1.00% Reduce -4.8% 42,164 $2.4M
Arete Wealth Advisors, LLC 0.18% Add +2.1% 42,021 $2.4M
Group One Trading LLC 0.08% Add +19.2% 41,801 $2.4M
Generali Asset Management SPA SGR 0.05% Add +2.9% 41,456 $2.3M
Boston Partners 0.00% Add +5.9% 41,361 $2.3M
AMG National Trust Bank 0.05% Add +11.9% 41,063 $2.3M
J.W. Cole Advisors, Inc. 0.08% Add +2.7% 40,542 $2.3M
Natixis 0.01% Reduce -72.8% 40,385 $2.3M
Kentucky Farm Bureau Mutual Insurance Co 0.68% No change 40,000 $2.3M
Louisiana State Employees Retirement System 0.04% Reduce -1.0% 40,000 $2.3M
Vestmark Advisory Solutions, Inc. 0.03% Add +43.8% 39,993 $2.3M
Maryland State Retirement & Pension System 0.05% No change 39,794 $2.2M
Siemens Fonds Invest GmbH 0.13% Reduce -0.1% 39,464 $2.2M
Essex Financial Services, Inc. 0.12% Reduce -3.8% 39,437 $2.2M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -0.7% 39,843 $2.2M
Bleakley Financial Group, LLC 0.03% Reduce -2.1% 39,153 $2.2M
Dearborn Partners LLC 0.12% No change 38,433 $2.2M
Poehling Capital Management, INC. 0.45% Reduce -0.5% 38,270 $2.2M
Abn Amro Investment Solutions 0.03% Reduce -13.2% 38,148 $2.1M
Van Eck Associates Corp. 0.00% New 37,832 $2.1M
FinArc Investments, Inc. 2.05% — 37,802 $2.1M
Delta Financial Advisors LLC 0.55% Add +8.2% 37,786 $2.1M
Robeco Institutional Asset Management B.V. 0.00% Add +0.2% 37,773 $2.1M
AG2R La Mondiale Gestion D'actifs 0.10% Add +1.3% 37,168 $2.1M
Elefante Mark B 1.15% Reduce -8.9% 37,077 $2.1M
Allspring Global Investments Holdings, LLC 0.00% Add +1.9% 36,605 $2.1M
OMERS ADMINISTRATION Corp 0.01% Add +28.4% 36,971 $2.1M
EP Wealth Advisors, LLC 0.01% Reduce -1.5% 36,947 $2.1M
Blue Square Asset Management, LLC 0.98% Add +1.7% 36,536 $2.1M
New Mexico Educational Retirement Board 0.06% No change 36,517 $2.1M
Cibc World Market Inc. 0.00% Reduce -64.6% 36,395 $2.0M
United Capital Financial Advisors, LLC 0.01% Add +12.8% 36,338 $2.0M
Allianz SE 0.02% No change 36,084 $2.0M
Onex Canada Asset Management Inc. 0.34% New 35,800 $2.0M
Perigon Wealth Management, LLC 0.04% Add +4.0% 35,463 $2.0M
Park Avenue Securities LLC 0.02% Reduce -25.8% 35,187 $2.0M
Williams Jones Wealth Management, LLC. 0.02% Reduce -10.9% 34,883 $2.0M
TD Waterhouse Canada Inc. 0.01% Reduce -21.1% 33,902 $1.9M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.5% 28,512 $1.9M
Nomura Holdings Inc. 0.02% Add +9.1% 33,484 $1.9M
Goelzer Investment Management, Inc. 0.09% Add +0.4% 33,319 $1.9M
American Century Companies Inc. 0.00% Add +17.1% 33,100 $1.9M
Orion Porfolio Solutions, LLC 0.02% Reduce -7.0% 32,909 $1.9M
Lee Danner & Bass Inc. 0.12% Reduce -0.7% 32,615 $1.8M
Stoneridge Investment Partners LLC 1.31% Reduce -15.7% 32,287 $1.8M
MUFG Securities EMEA plc 0.03% Reduce -0.8% 32,211 $1.8M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +0.9% 31,935 $1.8M
Whittier Trust Co. 0.02% Reduce -3.6% 32,314 $1.8M
Cunning Capital Partners, LP 0.91% No change 31,613 $1.8M
Kestra Private Wealth Services, LLC 0.02% Add +8.1% 31,498 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -1.0% 31,148 $1.8M
Sequoia Financial Advisors, LLC 0.01% Add +4.4% 31,069 $1.7M
Brookfield Corp 0.00% New 30,812 $1.7M
Capital Group Private Client Services, Inc. 0.03% Reduce -62.3% 30,762 $1.7M
Burney Co./ 0.05% Add +43.5% 30,609 $1.7M
Assenagon Asset Management S.A. 0.00% Reduce -98.8% 30,574 $1.7M
Wedbush Securities Inc. 0.05% Add +55.6% 30,401 $1.7M
Delaney Dennis R 0.60% Add +113.9% 30,055 $1.7M
Two Sigma Securities, LLC 0.20% Add +386.1% 29,992 $1.7M
Cinctive Capital Management LP 0.11% New 29,639 $1.7M
GAMMA Investing LLC 0.08% Add +72.9% 29,003 $1.6M
OneDigital Investment Advisors LLC 0.02% Add +53.5% 28,992 $1.6M
Cullinan Associates Inc. 0.13% Add +218.9% 28,700 $1.6M
Empirical Finance, LLC 0.07% Reduce -0.3% 28,161 $1.6M
Metis Global Partners, LLC 0.04% Add +12.7% 28,019 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -27.1% 27,998 $1.6M
Raiffeisen Bank International AG 0.02% Add +77.9% 28,996 $1.6M
Saudi Central Bank 0.03% New 27,978 $1.6M
First Heartland Consultants, Inc. 0.12% New 27,896 $1.6M
Jain Global LLC 0.02% Reduce -93.5% 27,844 $1.6M
Bessemer Group Inc. 0.00% Add +7.4% 27,583 $1.6M
Lifeworks Advisors, LLC 0.20% Reduce -64.2% 27,563 $1.6M
Richard Bernstein Advisors LLC 0.04% No change 27,469 $1.5M
Van Hulzen Asset Management, LLC 0.11% Reduce -0.5% 27,220 $1.5M
TD Private Client Wealth LLC 0.03% Add +10.5% 27,194 $1.5M
Walleye Capital LLC 0.01% Reduce -77.5% 27,162 $1.5M
Lombard Odier Asset Management (Switzerland) SA 0.06% Reduce -4.6% 27,137 $1.5M
Evercore Wealth Management, LLC 0.02% Reduce -46.2% 26,396 $1.5M
Clarus Wealth Advisors 0.63% New 26,766 $1.5M
Benjamin Edwards Inc. 0.01% Reduce -61.7% 26,114 $1.5M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1.09% Reduce -13.3% 26,088 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 26,044 $1.5M
Advisory Services Network, LLC 0.02% Reduce -3.9% 26,035 $1.5M
Elevation Point Wealth Partners, LLC 0.03% Add +40.3% 25,895 $1.5M
E. Ohman J:or Asset Management AB 0.04% Reduce -10.7% 25,834 $1.5M
Systematic Alpha Investments, LLC 0.05% No change 25,789 $1.5M
Carnegie Investment Counsel 0.03% Reduce -0.2% 25,708 $1.4M
Principle Wealth Partners LLC 0.08% Reduce -0.4% 25,364 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +52.2% 25,357 $1.4M
IMA Advisory Services, Inc. 0.14% Reduce -1.1% 25,355 $1.4M
Glenview Trust Co 0.02% Reduce -8.5% 25,252 $1.4M
Clearstead Advisors, LLC 0.01% Reduce -5.3% 25,201 $1.4M
Brooklyn Investment Group 0.04% Add +178.6% 25,186 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.6% 25,140 $1.4M
Johnson Investment Counsel Inc. 0.01% Reduce -5.4% 25,046 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -4.8% 25,029 $1.4M
Guidance Capital, Inc. 0.32% New 21,954 $1.4M
Stance Capital LLC 0.68% Reduce -3.1% 24,967 $1.4M
Modera Wealth Management, LLC 0.02% Add +17.5% 24,933 $1.4M
Kintegral Advisory, LLC 0.13% Reduce -4.2% 24,729 $1.4M
Personal Cfo Solutions, LLC 0.20% Add +0.7% 24,671 $1.4M
Concurrent Investment Advisors, LLC 0.01% Reduce -5.0% 24,281 $1.4M
Meeder Advisory Services, Inc. 0.06% Add +16.2% 24,275 $1.4M
Florida Trust Wealth Management Co 0.04% Add +1.1% 24,147 $1.4M
Souders Financial Advisors 0.15% Reduce -3.6% 23,944 $1.3M
Wilmington Savings Fund Society, FSB 0.03% Add +9.1% 23,795 $1.3M
Composition Wealth, LLC 0.02% Reduce -7.0% 23,317 $1.3M
Ally Financial Inc. 0.16% No change 23,000 $1.3M
Moors & Cabot, Inc. 0.06% Add +1.0% 22,960 $1.3M
North Dakota State Investment Board 0.06% Reduce -16.4% 22,744 $1.3M
Massachusetts Wealth Management 0.55% Add +1.0% 22,735 $1.3M
Pettyjohn, Wood & White, Inc. 0.20% Add +3.6% 22,707 $1.3M
Banque Cantonale Vaudoise 0.05% Reduce -32.2% 22,635 $1.3M
Crews Bank & Trust 0.18% Reduce -2.1% 22,564 $1.3M
Principal Securities, Inc. 0.02% Add +9.6% 22,471 $1.3M
Puzo Michael J 0.37% Reduce -8.1% 22,285 $1.3M
Harmony Asset Management LLC 0.38% Reduce -40.7% 22,207 $1.3M
Beese Fulmer Investment Management, Inc. 0.08% Add +0.1% 22,098 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Reduce -3.7% 21,820 $1.2M
CENTRAL TRUST Co 0.02% Reduce -1.5% 21,779 $1.2M
Mufg Securities Americas Inc. 0.08% Add +1.9% 21,740 $1.2M
Bollard Group LLC 0.04% Reduce -3.3% 21,719 $1.2M
Carlson Financial, Inc. 0.72% Reduce -1.6% 21,591 $1.2M
Praxis Investment Management Inc. 0.07% Add +27.0% 21,394 $1.2M
Securian Asset Management, Inc. 0.05% Reduce -1.0% 21,314 $1.2M
Ridgewood Investments LLC 0.49% — 21,312 $1.2M
Farther Finance Advisors, LLC 0.01% Add +34.0% 21,071 $1.2M
Notis-McConarty Edward 0.59% Reduce -52.8% 21,115 $1.2M
Curbstone Financial Management Corp 0.23% No change 21,098 $1.2M
Woodstock Corp. 0.11% Reduce -0.1% 21,036 $1.2M
Citizens Financial Group Inc. 0.02% Reduce -0.6% 20,979 $1.2M
Squarepoint Ops LLC 0.00% Reduce -94.1% 20,886 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% No change 20,878 $1.2M
New Age Alpha Advisors, LLC 0.05% New 20,839 $1.2M
Hunter Associates Investment Management LLC 0.15% Add +2.1% 20,799 $1.2M
Vise Technologies, Inc. 0.02% No change 22,153 $1.2M
Penobscot Investment Management Company, Inc. 0.09% Reduce -2.6% 20,655 $1.2M
InTrack Investment Management Inc 0.66% No change 20,618 $1.2M
Bridges Investment Management Inc. 0.02% Reduce -10.8% 20,610 $1.2M
Greenleaf Trust 0.01% Add +7.2% 20,588 $1.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 20,552 $1.2M
Azzad Asset Management Inc. 0.12% Reduce -0.0% 20,491 $1.2M
Neville Rodie & Shaw Inc. 0.08% No change 20,473 $1.2M
Essex Investment Management Co. LLC 0.18% Add +43.1% 20,458 $1.2M
Intech Investment Management LLC 0.01% Add +49.0% 20,452 $1.2M
MASTERINVEST Kapitalanlage GmbH 0.12% Add +63.0% 20,249 $1.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.05% Reduce -3.7% 20,246 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce 0.0% 20,181 $1.1M
Apollon Wealth Management, LLC 0.02% Add +16.4% 20,073 $1.1M
Wahed Invest LLC 0.15% Reduce -3.0% 20,038 $1.1M
Arvest Investments, Inc. 0.15% New 19,935 $1.1M
Wellington Management Group LLP 0.00% Add +121.8% 19,854 $1.1M
Holderness Investments Co. 0.22% Reduce -3.4% 19,550 $1.1M
Cascade Investment Advisors, Inc. 0.64% Add +1.0% 19,343 $1.1M
Nwam LLC 0.06% New 19,210 $1.1M
Arthur M. Cohen & Associates, LLC 0.19% No change 19,000 $1.1M
ICW Investment Advisors LLC 0.39% Add +15.3% 18,996 $1.1M
USS Investment Management Ltd 0.00% Reduce -72.3% 18,875 $1.1M
Verdence Capital Advisors LLC 0.06% Add +154.5% 18,848 $1.1M
Family Legacy Financial Solutions, LLC 0.86% Reduce -1.8% 18,619 $1.1M
NewEdge Wealth, LLC 0.01% Reduce -5.1% 18,794 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -50.1% 18,781 $1.1M
Waverly Advisors, LLC 0.01% Reduce -4.1% 18,755 $1.1M
Patten & Patten Inc. 0.06% Add +3.6% 18,626 $1.0M
Garrison Point Advisors, LLC 0.48% Reduce -1.7% 18,555 $1.0M
Choate Investment Advisors 0.02% Add +10.8% 18,548 $1.0M
Horizon Investments, LLC 0.01% Add +13.2% 18,556 $1.0M
Barden Capital Management, Inc. 0.89% Add +3.2% 18,477 $1.0M
Nicolet Bankshares Inc. 0.04% New 18,319 $1.0M
Diversified Trust Co. 0.02% Add +6.5% 18,458 $1.0M
Northwest & Ethical Investments L.P. 0.02% Reduce -95.0% 18,333 $1.0M
Schnieders Capital Management, Llc. 0.16% Add +33.4% 18,096 $1.0M
Dark Forest Capital Management LP 0.09% New 17,965 $1.0M
Wedmont Private Capital 0.03% Reduce -3.3% 17,352 $1.0M
Birch Hill Investment Advisors LLC 0.05% No change 17,891 $1.0M
Quadrant Capital Group LLC 0.03% Reduce -4.5% 17,652 $994K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 17,508 $986K
Brighton Jones LLC 0.02% New 17,488 $985K
Canada Post Corp Registered Pension Plan 0.04% No change 17,464 $983K
Burling Wealth Partners, LLC 0.16% Reduce -11.8% 17,425 $981K
First Manhattan Co. Llc. 0.00% No change 17,405 $980K
HBK Sorce Advisory LLC 0.02% Add +2.8% 14,515 $970K
V-Square Quantitative Management LLC 0.10% Add +0.1% 17,177 $967K
Ballentine Partners, LLC 0.01% Add +1.5% 17,130 $965K
Headinvest, LLC 0.20% Reduce -2.8% 17,108 $963K
Home Federal Bank of Tennessee 0.24% Reduce -1.5% 16,872 $950K
North Star Investment Management Corp. 0.06% Add +5.7% 16,864 $950K
Signaturefd, LLC 0.01% Add +1.2% 16,698 $940K
Jacobi Capital Management LLC 0.05% Reduce -0.5% 16,682 $939K
Salem Investment Counselors Inc. 0.03% Reduce -1.4% 16,645 $937K
Rydar Equities, Inc. 0.73% Reduce -1.1% 16,644 $937K
Crestwood Advisors Group, LLC 0.02% Add +5.0% 16,610 $935K
Ritholtz Wealth Management 0.02% Add +23.6% 16,595 $934K
Banque Transatlantique SA 0.02% Add +7.7% 16,142 $914K
Wealth Enhancement Trust Services, Inc. 0.11% Reduce -2.3% 16,126 $908K
Farmers & Merchants Investments Inc. 0.03% Reduce -6.3% 16,062 $904K
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -69.2% 16,058 $904K
Curi Capital, LLC 0.02% Add +47.1% 16,050 $904K
CHICAGO TRUST Co NA 0.15% Add +294.2% 16,018 $902K
Tema ETFs LLC 0.06% Add +0.5% 15,972 $899K
NorthCoast Asset Management LLC 0.02% Add +0.1% 15,934 $897K
Eastern Bank 0.02% No change 15,641 $881K
J. Safra Sarasin Holding AG 0.01% Add +7.1% 15,618 $879K
Romano Brothers and Company 0.10% Reduce -1.4% 15,607 $879K
Evergreen Capital Management LLC 0.02% Add +16.5% 15,560 $876K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.6% 15,549 $876K
Parallel Advisors, LLC 0.02% Add +5.2% 15,363 $865K
Trust Co. of Toledo NA 0.08% Reduce -1.1% 15,156 $853K
Kingsview Wealth Management, LLC 0.01% Add +5.6% 15,103 $850K
Equitable Holdings, Inc. 0.01% Add +179.9% 15,338 $843K
Marble Harbor Investment Counsel, LLC 0.09% No change 14,930 $841K
Prescott Group Capital Management, L.L.C. 0.08% No change 14,867 $837K
Westhampton Capital, LLC 0.39% No change 14,817 $834K
Kraematon Investment Advisors, Inc. 0.68% Reduce -6.5% 14,732 $830K
Quotient Wealth Partners, LLC 0.02% Add +5.0% 14,725 $829K
Vestcor Inc 0.02% No change 14,728 $829K
Werlinich Asset Management, LLC 0.40% Add +15.8% 14,698 $828K
Summit Financial, LLC 0.01% Add +2.9% 14,426 $812K
Wendell David Associates Inc. 0.09% No change 14,420 $812K
Soltis Investment Advisors LLC 0.05% Add +11.8% 14,377 $810K
World Investment Advisors 0.01% Reduce -1.7% 14,318 $806K
Lipe & Dalton 0.42% Add +0.0% 14,295 $805K
Ar Asset Management Inc. 0.16% No change 14,300 $805K
Hartline Investment Corp./ 0.09% Reduce -0.2% 14,274 $804K
Sivia Capital Partners, LLC 0.16% Add +69.5% 14,259 $803K
Pring Turner Capital Group Inc. 0.48% No change 15,150 $801K
Everett Harris & Co. 0.01% Add +7.5% 14,138 $796K
Virtu Financial LLC 0.03% Reduce -54.6% 14,077 $793K
Curated Wealth Partners LLC 0.10% Add +3.7% 14,075 $793K
CX Institutional 0.02% Add +10.1% 14,046 $791K
Prime Capital Investment Advisors, LLC 0.01% Add +2.5% 14,044 $791K
Trueblood Wealth Management, LLC 0.31% Reduce -3.5% 13,972 $787K
Valley Brook Capital Group, Inc. 0.51% Add +3.8% 13,618 $767K
Montag A & Associates Inc. 0.04% No change 13,578 $765K
Caldwell Trust Co 0.07% Reduce -0.6% 13,497 $760K
Manning & Napier Advisors LLC 0.01% Add +172.8% 13,492 $760K
Lazard Freres Gestion S.A.S. 0.01% Reduce -4.3% 13,365 $752K
Coldstream Capital Management Inc. 0.01% Add +21.7% 13,347 $752K
Dakota Wealth Management 0.02% Reduce -27.2% 13,344 $751K
Iron Gate Global Advisors LLC 0.08% No change 13,211 $744K
Flputnam Investment Management Co. 0.01% Reduce -0.3% 13,195 $743K
Texas Bank & Trust Co 0.28% Add +1.4% 13,176 $742K
Mesirow Financial Investment Management, Inc. 0.01% Add +9.1% 13,172 $742K
N.E.W. Advisory Services LLC 0.06% Add +0.8% 13,108 $738K
Lakewood Asset Management LLC 0.47% Add +0.0% 13,090 $737K
Malaga Cove Capital, LLC 0.26% Add +61.5% 13,009 $733K
TCW Group Inc. 0.01% Add +5.1% 13,007 $732K
Harbor Advisors LLC 0.11% No change 13,000 $732K
Rossmore Private Capital 0.06% No change 12,944 $729K
Roberts Glore & Co. Inc. 0.20% Reduce -13.0% 12,937 $728K
Waterford Advisors, LLC 0.23% No change 13,381 $727K
UMB Bank, n.a. 0.01% Reduce -3.9% 12,871 $725K
AE Wealth Management LLC 0.00% Add +28.7% 12,855 $724K
Advisor OS, LLC 0.05% Reduce -40.2% 12,837 $723K
Estabrook Capital Management 0.11% No change 12,837 $723K
Auto-Owners Insurance Co 0.02% No change 12,787 $720K
Medallion Wealth Advisors, LLC 0.23% Reduce -0.4% 12,783 $720K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -20.2% 12,705 $715K
Rexford Capital Inc. 0.51% Add +1.6% 12,676 $714K
Bar Harbor Wealth Management 0.04% Reduce -2.0% 12,651 $712K
Means Investment Co., Inc. 0.06% Add +0.0% 12,610 $710K
Cary Street Partners Financial LLC 0.02% Add +0.6% 12,608 $710K
Ausdal Financial Partners, Inc. 0.03% Add +25.6% 12,603 $710K
Freestone Capital Holdings, LLC 0.02% Reduce -0.4% 12,600 $710K
Excalibur Management Corp. 0.25% Reduce -0.4% 12,586 $709K
Dempze Nancy E 0.39% Reduce -18.1% 12,584 $709K
VestGen Advisors, LLC 0.02% Add +25.2% 10,805 $708K
Benedict Financial Advisors Inc. 0.15% Reduce -0.1% 12,558 $707K
ELCO Management Co., LLC 0.34% Reduce -3.2% 12,514 $705K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -45.2% 12,443 $701K
Savvy Advisors, Inc. 0.02% Add +47.2% 12,427 $700K
Advisors Asset Management, Inc. 0.01% Add +32.2% 12,280 $691K
Aptus Capital Advisors, LLC 0.01% Reduce -10.9% 12,278 $691K
Riverwater Partners LLC 0.23% Add +0.4% 12,229 $689K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +94.1% 12,124 $683K
WASHINGTON TRUST Co 0.02% Add +10.6% 12,047 $678K
Compass Wealth Management LLC 0.17% Reduce -4.0% 12,046 $678K
Kidder Stephen W 0.20% Reduce -57.2% 12,030 $677K
Landmark Wealth Management, LLC 0.18% New 12,010 $676K
Meridian Management Co. 0.17% No change 12,000 $676K
Rehmann Capital Advisory Group 0.04% Add +3.4% 11,965 $674K
Naples Global Advisors, LLC 0.05% Add +11.0% 11,951 $673K
Ingalls & Snyder LLC 0.02% Add +1.2% 11,878 $669K
Private Trust Co. NA 0.06% Add +1.8% 11,868 $668K
Arwa LLC 0.33% New 10,856 $667K
Chicago Capital, LLC 0.02% Reduce -10.2% 11,828 $666K
Bragg Financial Advisors, Inc 0.02% Reduce -3.3% 11,815 $665K
Balyasny Asset Management L.P. 0.00% Reduce -37.2% 11,727 $660K
Moneta Group Investment Advisors LLC 0.00% Reduce -27.9% 11,669 $657K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -0.3% 11,663 $657K
Kingswood Wealth Advisors, LLC 0.03% Reduce -2.8% 11,607 $654K
Laurel Wealth Advisors LLC 0.06% Reduce -0.4% 9,725 $650K
Tower View Wealth Management LLC 0.33% Reduce -74.2% 11,520 $649K
Allred Capital Management, LLC 0.24% Add +0.0% 11,506 $648K
Scotia Capital Inc. 0.00% Reduce -7.0% 11,454 $645K
Core Wealth Partners LLC 0.30% Add +0.1% 11,452 $645K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +20.9% 11,362 $640K
Central Pacific Bank - Trust Division 0.08% Add +60.5% 11,345 $639K
Fifth Third Wealth Advisors LLC 0.02% Add +25.4% 11,340 $639K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Add +53.4% 11,333 $638K
Dover Advisors, LLC 0.26% No change 11,256 $634K
Columbia Asset Management 0.12% No change 11,226 $632K
Sigma Planning Corp 0.02% Reduce -12.6% 11,179 $629K
Plato Investment Management Ltd 0.04% No change 11,159 $629K
Hartford Financial Management Inc. 0.16% Reduce -0.2% 11,050 $622K
One Wealth Advisors, LLC 0.08% Add +24.0% 10,999 $619K
Baldwin Investment Management, LLC 0.07% Reduce -0.9% 10,940 $616K
Flow Traders U.S. LLC 0.02% New 10,941 $616K
Great Diamond Partners, LLC 0.12% Reduce -0.9% 10,896 $614K
Milestone Asset Management Group, LLC 0.35% No change 10,782 $607K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.0% 10,720 $604K
Mutual Advisors, LLC 0.01% Reduce -64.6% 10,704 $603K
SHP Wealth Management 0.05% Add +0.1% 10,654 $600K
Resonant Capital Advisors, LLC 0.03% Add +5.2% 10,576 $596K
Ossiam 0.01% Add +883.9% 10,547 $594K
Proffitt & Goodson Inc. 0.09% Add +3.0% 10,441 $588K
Beck Mack & Oliver LLC 0.01% No change 10,394 $585K
Tower Bridge Advisors 0.06% Reduce -10.2% 10,359 $583K
Level Four Advisory Services, LLC 0.02% Reduce -2.4% 10,355 $583K
Tiaa Trust, National Association 0.04% Reduce -65.0% 10,311 $581K
Bull Street Advisors, LLC 0.29% No change 10,301 $580K
Sawgrass Asset Management LLC 0.09% Reduce -9.5% 10,280 $579K
AlphaCore Capital LLC 0.01% Reduce -29.9% 10,275 $579K
Private Wealth Asset Management, LLC 0.06% Reduce -0.1% 10,264 $578K
Rothschild Investment LLC 0.03% Add +49.4% 10,244 $577K
OpenArc Corporate Advisory, LLC 0.01% Add +12.0% 10,192 $574K
Mather Group, Llc. 0.01% Reduce -2.5% 10,190 $574K
Abacus Wealth Partners, LLC 0.05% Reduce -2.9% 10,182 $573K
City Holding Co. 0.07% Reduce -6.7% 10,125 $570K
Smartleaf Asset Management LLC 0.02% Add +16.7% 10,473 $569K
Apella Capital, LLC 0.01% Add +37.2% 9,279 $569K
Avestar Capital, LLC 0.04% Reduce -3.1% 10,090 $568K
Leonteq Securities AG 0.03% Reduce -32.0% 10,071 $567K
Sagespring Wealth Partners, LLC 0.01% Add +6.4% 10,022 $564K
Independent Advisor Alliance 0.01% Add +6.9% 9,946 $560K
Boyd Watterson Asset Management LLC 0.17% Reduce -10.8% 9,909 $558K
Syon Capital LLC 0.03% Add +16.6% 9,898 $557K
Gateway Wealth Partners, LLC 0.02% New 9,892 $557K
Rialto Wealth Management, LLC 0.12% Add +0.4% 9,869 $556K
Busey Bank 0.01% Reduce -1.7% 9,790 $551K
Investment Advisory Services Inc. /TX 0.17% Reduce -5.4% 9,737 $548K
First Bank & Trust 0.09% Add +53.5% 9,680 $545K
Resources Management Corp. /CT/ 0.07% Reduce -0.1% 9,633 $542K
GC Wealth Management RIA, LLC 0.02% Reduce -27.3% 9,606 $541K
Sage Investment Advisers LLC 0.40% Reduce -7.8% 9,500 $541K
Ledyard National Bank 0.05% Reduce -4.6% 9,591 $540K
Wealthcare Advisory Partners LLC 0.01% Add +23.0% 9,577 $539K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -5.5% 9,575 $539K
Simmons Bank 0.04% Reduce -4.5% 9,567 $539K
Oxford Financial Group, LTD. LLC 0.03% New 9,564 $539K
IHT Wealth Management, LLC 0.01% Add +1.8% 9,536 $537K
Wealth Alliance, LLC 0.05% New 9,469 $533K
First Citizens Bank & Trust Co. 0.01% Reduce -0.5% 9,433 $531K
Tandem Financial, LLC 0.18% Reduce -23.4% 9,386 $529K
Tower Research Capital LLC (TRC) 0.01% Reduce -77.6% 9,362 $527K
Burns J W & Co. Inc. 0.06% Reduce -1.5% 9,302 $524K
LVW Advisors, LLC 0.05% Add +34.6% 9,196 $518K
Fidelis Capital Partners, LLC 0.04% Add +2.2% 9,125 $514K
Harbour Investments, Inc. 0.01% Add +71.0% 9,106 $513K
Arax Advisory Partners 0.01% Add +2.4% 9,030 $509K
Caprock Group, LLC 0.01% New 8,981 $506K
Arkadios Wealth Advisors 0.01% Add +19.0% 8,975 $505K
1ST Source Bank 0.03% Reduce -3.0% 8,974 $505K
Broderick Brian C 0.09% Reduce -23.3% 8,930 $503K
Chicago Partners Investment Group LLC 0.01% Add +8.2% 8,268 $501K
Fiduciary Group, LLC 0.04% Reduce -2.3% 8,872 $500K
Erste Asset Management GmbH 0.00% No change 9,177 $499K
Carret Asset Management, LLC 0.05% Reduce -2.8% 8,857 $499K
Evolve Private Wealth, LLC 0.03% Add +37.4% 8,803 $496K
Phoenix Financial Ltd. 0.00% Add +20.6% 8,655 $495K
Vanguard National Trust Co 0.03% — 8,640 $487K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 7,659 $485K
RFG - Bristol Wealth Advisors, LLC 0.13% Add +0.2% 8,583 $483K
Drexel Morgan & Co. 0.07% No change 8,578 $483K
Checchi Capital Advisers, LLC 0.03% Add +18.4% 8,562 $482K
Sky Investment Group LLC 0.08% Reduce -3.2% 8,554 $482K
Nia Impact Advisors, LLC 0.21% Reduce -67.0% 8,525 $480K
River Wealth Advisors LLC 0.06% Reduce -4.9% 8,518 $480K
MJP Associates Inc. 0.06% Reduce -44.5% 8,514 $479K
LMR Partners LLP 0.01% New 8,491 $478K
EverSource Wealth Advisors, LLC 0.01% Add +34.2% 8,471 $477K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.8% 8,467 $477K
Mission Wealth Management, LP 0.01% Add +5.5% 8,465 $477K
NorthRock Partners, LLC 0.01% Add +3.9% 8,430 $475K
Nautilus Advisors LLC 0.33% Add +16.4% 8,430 $475K
HUB Investment Partners, LLC 0.01% Add +29.1% 8,402 $473K
Integrity Alliance, Llc. 0.02% Reduce -1.4% 8,399 $473K
Boyar Asset Management Inc. 0.27% New 8,325 $469K
U.S. Capital Wealth Advisors, LLC 0.01% Add +8.0% 8,300 $467K
Shakespeare Wealth Management, LLC 0.11% No change 8,285 $467K
Transcend Capital Advisors, LLC 0.04% Add +30.3% 8,251 $465K
Pointe Capital Management LLC 0.23% No change 8,223 $463K
First National Bank of Omaha 0.01% No change 8,508 $462K
Zions Bancorporation, National Association 0.03% Add +28.9% 8,213 $462K
Great Valley Advisor Group, Inc. 0.01% Add +11.4% 8,183 $461K
CFO4Life Group, LLC 0.07% Add +0.1% 8,044 $453K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -1.2% 7,993 $450K
New England Research & Management, Inc. 0.19% Reduce -4.2% 7,925 $446K
FSM Wealth Advisors, LLC 0.06% Add +11.1% 7,920 $446K
Prudent Man Advisors, LLC 0.13% Add +49.4% 7,905 $445K
Valeo Financial Advisors, LLC 0.01% Reduce -22.4% 7,888 $444K
Financial Perspectives, Inc 0.12% No change 7,828 $441K
Webster Bank, N. A. 0.04% Add +12.3% 7,781 $438K
Mgo One Seven LLC 0.01% Add +42.9% 7,773 $438K
Guggenheim Capital LLC 0.00% Reduce -23.0% 7,752 $437K
Focus Partners Advisor Solutions, LLC 0.00% New 7,726 $435K
KCM Investment Advisors LLC 0.01% Reduce -3.1% 7,712 $434K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -3.1% 7,690 $433K
First Western Trust Bank 0.02% No change 7,688 $433K
Courier Capital LLC 0.02% Add +0.7% 7,684 $433K
Atwood & Palmer Inc. 0.02% No change 7,607 $428K
Strategic Planning, Inc. 0.21% Add +0.4% 7,578 $427K
Shelton Capital Management 0.01% Add +2.7% 7,576 $427K
Rockland Trust Co. 0.02% Reduce -7.2% 7,531 $424K
Orographic Financial Advisors, LLC 0.30% — 7,492 $421K
King Luther Capital Management Corp. 0.00% Reduce -42.2% 7,467 $420K
Cigna Investments Inc. 0.07% Reduce -1.7% 7,449 $420K
Fortress Private Ledger, LLC 0.13% Add +14.3% 7,445 $419K
Prospera Financial Services Inc 0.01% Reduce -13.9% 7,414 $418K
Rodgers Brothers Inc. 0.05% Add +0.0% 7,411 $417K
International Assets Investment Management, LLC 0.03% Reduce -16.5% 7,334 $417K
Fishman Jay A Ltd. 0.04% Reduce -6.3% 7,400 $417K
Profund Advisors LLC 0.02% Add +3.4% 7,387 $416K
Compound Planning, Inc. 0.01% Add +35.4% 7,383 $416K
Piscataqua Savings Bank 0.29% No change 7,379 $415K
Montecito Bank & Trust 0.07% No change 7,322 $412K
Fortune Financial Advisors, LLC 0.21% Add +0.1% 7,308 $412K
Exencial Wealth Advisors, LLC 0.01% Add +3.0% 7,277 $410K
Advisory Alpha, LLC 0.01% Add +20.6% 7,274 $410K
Fruth Investment Management 0.10% No change 7,281 $409K
Ameritas Investment Partners, Inc. 0.01% Add +2.3% 7,248 $408K
PFG Investments, LLC 0.02% Add +2.8% 7,242 $408K
JM2 Capital Inc. 0.33% No change 7,163 $403K
Moody National Bank Trust Division 0.04% Add +1.5% 7,140 $402K
Taproot Management LP 0.08% New 7,116 $401K
Innovative Asset Advisors Group, LLC 0.23% — 7,113 $401K
Intact Investment Management Inc. 0.01% Reduce -16.5% 7,100 $400K
Investment Management Trust, LLC 0.39% — 7,018 $395K
Spirepoint Private Client, LLC 0.04% Add +4.9% 7,012 $395K
Franklin Street Advisors Inc. 0.02% Reduce -1.3% 6,953 $392K
Boston Family Office LLC 0.03% Add +0.7% 6,933 $390K
Hohimer Wealth Management, LLC 0.05% No change 6,924 $390K
Mengis Capital Management, Inc. 0.07% No change 6,901 $389K
Baader Bank Aktiengesellschaft 0.04% New 6,891 $388K
Ascent Group, LLC 0.01% Reduce -14.6% 6,883 $388K
Founders Financial Securities LLC 0.02% Reduce -4.3% 6,240 $383K
CreativeOne Wealth, LLC 0.01% Reduce -75.2% 6,786 $382K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -12.6% 6,778 $382K
Bell Investment Advisors, Inc 0.06% Reduce -0.9% 6,735 $379K
Americana Partners, LLC 0.01% Add +1.0% 6,705 $378K
Farmers National Bank 0.08% No change 6,700 $377K
Athena Investment Management 0.19% No change 6,664 $375K
Argent Capital Management LLC 0.01% No change 6,660 $375K
OneAscent Financial Services LLC 0.02% New 6,658 $375K
Kenora Financial, LLC 0.13% No change 6,655 $375K
Aull & Monroe Investment Management Corp 0.17% Add +10.1% 6,643 $374K
Journey Strategic Wealth LLC 0.01% New 6,631 $373K
Pure Financial Advisors, LLC 0.01% Add +33.4% 6,615 $372K
Oslo Pensjonsforsikring AS 0.06% — 6,610 $372K
Founders Capital Management, LLC 0.06% Add +1.4% 6,599 $372K
General Partner, Inc. 0.23% No change 6,583 $371K
Southeast Asset Advisors, LLC 0.04% No change 6,560 $369K
Meridian Wealth Management, LLC 0.01% Add +0.1% 6,542 $368K
St Germain D J Co. Inc. 0.01% Reduce -6.7% 6,531 $368K
Farmers Trust Co. 0.06% No change 6,525 $367K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 6,525 $367K
Signature Estate & Investment Advisors LLC 0.01% Reduce -19.6% 6,518 $367K
Spire Wealth Management 0.01% Add +10.6% 6,472 $364K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +7.7% 6,468 $364K
Flagship Harbor Advisors, LLC 0.02% Add +11.6% 6,458 $364K
Basepoint Wealth LLC 0.21% Add +0.9% 6,451 $363K
Avantax Planning Partners, Inc. 0.01% New 6,349 $358K
Robinson Smith Wealth Advisors LLC 0.24% No change 6,349 $358K
Triangle Securities Wealth Management 0.08% Reduce -3.0% 6,313 $355K
Berkshire Asset Management LLC 0.02% Reduce -0.1% 6,298 $355K
Midwest Trust Co 0.00% Reduce -1.5% 6,282 $354K
First City Capital Management, Inc. 0.19% Reduce -7.4% 6,279 $354K
Foster & Motley Inc. 0.02% No change 6,264 $353K
Red Door Wealth Management, LLC 0.04% Reduce -5.3% 6,262 $353K
Marco Investment Management LLC 0.03% No change 6,256 $352K
NTV Asset Management LLC 0.04% Reduce -6.8% 6,245 $352K
Frec Markets, Inc. 0.06% New 6,228 $351K
Haverford Trust Co 0.00% Reduce -7.9% 6,225 $351K
CTC Alternative Strategies, Ltd. 0.79% New 6,200 $349K
Calamos Wealth Management LLC 0.01% New 6,161 $347K
Sunbelt Securities, Inc. 0.02% Add +0.8% 6,158 $347K
Stonebridge Capital Advisors LLC 0.02% No change 6,155 $347K
Mountain Pacific Investment Advisers LLC 0.06% Reduce -3.2% 6,130 $345K
SCS Capital Management LLC 0.00% Add +0.1% 6,105 $344K
LCM Capital Management Inc 0.17% No change 6,094 $343K
Riggs Asset Managment Co. Inc. 0.07% Reduce -22.9% 6,094 $343K
Frank, Rimerman Advisors LLC 0.02% Add +2.6% 6,051 $341K
S.A. Mason LLC 0.13% Add +1.0% 6,047 $340K
Atlantic Union Bankshares Corp 0.01% No change 6,041 $340K
Fractal Investments LLC 0.04% No change 6,030 $340K
Azimuth Capital Investment Management LLC 0.01% Reduce -1.6% 6,028 $339K
Lighthouse Financial Services Inc. 0.08% Add +13.0% 5,245 $339K
Anchyra Partners LLC 0.10% Add +7.3% 6,022 $339K
Hazlett, Burt & Watson, Inc. 0.11% No change 6,013 $339K
Bleichroeder LP 0.06% No change 6,000 $338K
St. Louis Trust Co 0.04% No change 6,000 $338K
Systematic Financial Management LP 0.01% No change 6,000 $338K
Integrated Advisors Network LLC 0.02% New 5,997 $338K
Western Wealth Management, LLC 0.01% Add +12.7% 5,975 $336K
Trust Point Inc. 0.03% Add +42.9% 5,954 $335K
Old National Bancorp 0.01% Reduce -5.5% 5,945 $335K
Founders Financial Alliance, LLC 0.06% Add +0.1% 5,933 $334K
Members Trust Co 0.01% Add +2.0% 5,931 $334K
Gallagher Fiduciary Advisors, LLC 0.01% Add +3.7% 5,926 $334K
KLCM Advisors, Inc. 0.03% Add +0.6% 5,925 $334K
GKV Capital Management Co., Inc. 0.12% No change 5,900 $332K
Bokf, NA 0.01% Reduce -18.7% 5,885 $331K
Joel Isaacson & Co., LLC 0.01% Add +19.9% 5,880 $331K
Keynote Financial Services LLC 0.18% Reduce -4.8% 5,868 $330K
Tiemann Investment Advisors, LLC 0.13% Add +1.7% 5,846 $329K
Miller Investment Management, LP 0.03% No change 5,840 $329K
Equitable Trust Co. 0.02% Add +8.3% 5,824 $328K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -3.1% 5,760 $324K
DeDora Capital, Inc. 0.08% Add +6.2% 5,741 $323K
Institute for Wealth Management, LLC. 0.03% Reduce -1.7% 5,720 $322K
Interchange Capital Partners, LLC 0.10% Reduce -1.6% 5,066 $321K
Uhlmann Price Securities, LLC 0.02% New 5,490 $321K
Bridgewater Advisors Inc. 0.02% Reduce -0.1% 5,284 $321K
Eagle Wealth Advisors LLC 0.30% No change 5,692 $321K
Legacy Trust 0.06% Add +4.0% 5,691 $320K
Advisors Capital Management, LLC 0.00% Reduce -26.1% 5,661 $319K
Empower Advisory Group, LLC 0.00% Add +35.6% 5,659 $319K
Dynamic Advisor Solutions LLC 0.01% Add +4.2% 5,643 $318K
Appleton Partners Inc. 0.02% New 5,634 $317K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 5,629 $317K
Peoples Financial Services Corp. 0.15% No change 5,590 $315K
Caitong International Asset Management Co., Ltd 0.06% Add +27840.0% 5,588 $315K
Foundations Investment Advisors, LLC 0.00% Add +1.2% 5,580 $314K
Blue Trust, Inc. 0.00% Reduce -11.9% 5,570 $314K
CPA Asset Management Group, LLC 0.11% No change 5,568 $314K
Washington Trust Advisors, Inc. 0.03% Reduce -4.1% 5,562 $313K
Dumont & Blake Investment Advisors LLC 0.08% Reduce -1.7% 5,560 $313K
Two Sigma Investments, LP 0.00% Reduce -99.7% 5,558 $313K
Forbes J M & Co. LLP 0.03% Reduce -8.3% 5,553 $313K
GeoWealth Management, LLC 0.01% Reduce -38.7% 5,540 $312K
Catalyst Funds Management Pty Ltd 0.05% New 5,520 $311K
Ostrum Asset Management 0.02% Reduce -30.1% 5,516 $311K
Wealthspire Advisors, LLC 0.00% Reduce -43.5% 5,506 $310K
Parkside Financial Bank & Trust 0.02% Add +0.5% 5,491 $309K
Leavell Investment Management, Inc. 0.01% No change 5,470 $308K
Patton Fund Management, Inc. 0.05% Add +33.5% 5,437 $306K
HORAN Wealth, LLC 0.03% Add +3.6% 5,771 $306K
Ancora Advisors LLC 0.01% Reduce -4.7% 5,428 $306K
Twelve Points Wealth Management LLC 0.07% Reduce -0.0% 5,421 $305K
Woodmont Investment Counsel LLC 0.02% Reduce -6.6% 5,401 $304K
Wilson & Boucher Capital Management, LLC 0.20% No change 5,388 $303K
Brookstone Capital Management 0.00% Reduce -84.9% 5,384 $303K
Enterprise Financial Services Corp 0.15% Reduce -1.7% 5,377 $303K
Burke & Herbert Bank & Trust Co. 0.08% No change 5,375 $303K
Texas Yale Capital Corp. 0.01% Add +10.8% 5,368 $302K
Supplemental Annuity Collective Trust of NJ 0.09% Reduce -37.7% 5,360 $302K
Fourpath Capital Management, LLC 0.04% Reduce -0.5% 5,336 $300K
Tennessee Valley Asset Management Partners 0.04% Add +0.3% 5,325 $300K
TCTC Holdings, LLC 0.01% Reduce -18.1% 5,325 $300K
LMCG Investments, LLC 0.02% Reduce -0.1% 5,321 $300K
Penserra Capital Management LLC 0.00% Add +1.9% 5,328 $299K
Colonial Trust Co / SC 0.04% Add +0.3% 5,304 $299K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.9% 5,276 $297K
Tyche Wealth Partners LLC 0.05% Reduce -1.9% 5,273 $297K
Acropolis Investment Management, LLC 0.01% Reduce -2.7% 5,271 $297K
Garden State Investment Advisory Services LLC 0.07% Reduce -8.6% 5,253 $296K
HighPoint Advisor Group LLC 0.01% Reduce -84.2% 5,256 $296K
Cannell & Spears LLC 0.01% New 5,256 $296K
Panagora Asset Management Inc. 0.00% Reduce -98.8% 5,255 $296K
Grey Ledge Advisors, LLC 0.07% Add +7.4% 5,222 $294K
Parcion Private Wealth LLC 0.02% Add +20.1% 5,186 $292K
KOM Wealth Management Group, LLC 0.20% No change 5,167 $291K
Dana Investment Advisors, Inc. 0.01% New 5,156 $290K
Groupama Asset Managment 0.00% Add +2.7% 5,154 $290K
Philadelphia Investment Partners, LLC 0.20% — 5,148 $290K
Covenant Asset Management, LLC 0.06% No change 5,100 $287K
Bailard, Inc. 0.01% Reduce -0.5% 5,081 $286K
Ted Buchan & Co 0.10% No change 5,070 $285K
SKY-Mountain Capital Management, Inc. 0.20% No change 5,059 $285K
Ashton Thomas Private Wealth, LLC 0.01% New 5,049 $284K
DRW Securities, LLC 0.02% Reduce -50.0% 5,035 $284K
Sterling Financial Planning, Inc. 0.08% No change 5,027 $283K
LGT Group Foundation 0.00% Add +0.2% 5,010 $282K
Clear Harbor Asset Management, LLC 0.02% Reduce -2.0% 5,004 $282K
Canton Hathaway, LLC 0.06% No change 5,000 $282K
Agf Management Ltd. 0.00% Reduce -1.1% 4,999 $281K
Turtle Creek Wealth Advisors, LLC 0.02% New 4,988 $281K
Arrow Financial Corp 0.03% No change 4,975 $280K
AlTi Global, Inc. 0.01% New 4,958 $279K
Rothschild Wealth LLC 0.03% New 4,932 $278K
SouthState Bank Corp 0.01% Reduce -5.8% 4,920 $277K
Angeles Wealth Management, LLC 0.01% Add +7.2% 4,897 $276K
PKS Advisory Services, LLC 0.06% Reduce -2.8% 4,883 $275K
GM Advisory Group, LLC 0.01% Add +0.6% 4,878 $275K
Krilogy Financial LLC 0.01% Reduce -3.9% 4,599 $275K
KRS Capital Management, LLC 0.17% Reduce -8.5% 4,866 $274K
Knightsbridge Asset Management, LLC 0.04% New 4,837 $272K
Pines Wealth Management, LLC 0.09% Add +4.0% 4,835 $272K
McDonald Partners LLC 0.06% Reduce -10.5% 4,814 $271K
Mitchell & Pahl Private Wealth, LLC 0.11% Reduce -0.9% 4,801 $270K
D'Orazio & Associates, Inc. 0.03% Add +3.6% 4,790 $270K
Financial Engines Advisors L.L.C. 0.00% Reduce -13.9% 4,767 $268K
Donaldson Capital Management, LLC 0.01% Reduce -2.6% 4,741 $267K
Valmark Advisers, Inc. 0.00% Add +17.0% 4,724 $266K
Groesbeck Investment Management Corp. 0.52% No change 4,722 $266K
Holistic Financial Partners 0.10% Add +5.1% 4,701 $265K
Endowment Wealth Management, Inc. 0.12% Add +1.4% 4,699 $265K
HCR Wealth Advisors 0.03% Add +0.4% 4,694 $264K
Fire Capital Management LLC 0.12% No change 4,692 $264K
Waldron Private Wealth LLC 0.01% Add +4.5% 4,678 $263K
World Equity Group, Inc. 0.07% New 4,674 $263K
RFG Advisory, LLC 0.00% Reduce -46.5% 4,670 $263K
Ponta Wealth Partners, LLC 0.21% Add +4.7% 4,650 $262K
Meadowbrook Advisors Group, LLC 0.15% Add +1.7% 4,614 $260K
Center For Asset Management LLC 0.13% Reduce -16.6% 4,607 $259K
New England Capital Financial Advisors LLC 0.07% Reduce -3.5% 4,595 $259K
Boston Trust Walden Corp 0.00% Reduce -54.1% 4,587 $258K
Stratos Wealth Advisors, LLC 0.02% Reduce -6.0% 4,582 $258K
First National Trust Co 0.01% Reduce -3.8% 4,577 $258K
Banco Santander, S.A. 0.00% No change 4,565 $257K
Silicon Valley Capital Partners 0.03% No change 4,545 $256K
Journey Advisory Group, LLC 0.02% No change 4,515 $255K
Pacific Excel Wealth Advisors, Inc. 0.27% New 4,532 $255K
Stock Yards Bank & Trust Co. 0.01% Reduce -1.9% 4,527 $255K
Northstar Financial Companies, Inc. 0.20% Reduce -0.0% 4,514 $254K
Cidel Asset Management Inc. 0.01% New 4,510 $254K
71 West Capital Partners 0.01% New 4,506 $254K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -3.5% 4,502 $253K
Abel Hall, LLC 0.05% Add +7.8% 4,468 $252K
Freedom Day Solutions, LLC 0.07% Add +1.5% 4,468 $252K
Premier Path Wealth Partners, LLC 0.03% New 4,453 $251K
Tred Avon Family Wealth, LLC 0.08% Reduce -3.5% 4,448 $250K
Mystic Asset Management, Inc. 0.06% Reduce -2.1% 4,413 $248K
Crawford Investment Counsel Inc. 0.00% Reduce -2.2% 4,407 $248K
Paradigm Asset Management Co. LLC 0.06% No change 4,400 $248K
Mindset Wealth Management, LLC 0.07% Reduce -20.1% 4,386 $247K
Warner Group LLC 0.16% Reduce -2.9% 4,371 $246K
Norris Perne & French LLP 0.01% New 4,356 $245K
Northwest Bancshares, Inc. 0.05% No change 4,341 $244K
Rwa Wealth Partners, LLC 0.00% Reduce -95.1% 4,328 $244K
Essex Bank 0.05% Add +1.1% 4,322 $243K
Townsend & Associates, Inc 0.02% No change 4,004 $243K
Sentry LLC 0.08% No change 4,310 $243K
Childress Capital Advisors, LLC 0.04% Reduce -23.8% 4,289 $242K
Capital Advantage, Inc. 0.03% No change 4,285 $241K
L2 Asset Management, LLC 0.02% Add +7.2% 4,267 $240K
GTS Securities LLC 0.01% Reduce -50.9% 4,267 $240K
Northeast Investment Management 0.01% No change 4,264 $240K
Jackson Thornton Wealth Management, LLC 0.02% New 3,786 $240K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -90.7% 4,252 $239K
Focus Financial Network, Inc. 0.01% Reduce -2.5% 4,250 $239K
Legacy Bridge, LLC 0.09% Reduce -2.0% 4,243 $239K
Ellevest, Inc. 0.03% New 4,240 $239K
Cassaday & Co Wealth Management LLC 0.01% No change 4,228 $238K
Grandfield & Dodd, LLC 0.01% Reduce -2.5% 4,228 $238K
Cornerstone Wealth Group, LLC 0.02% Reduce -18.8% 3,854 $238K
Pavion Blue Capital, LLC 0.10% No change 4,219 $238K
Ironwood Investment Counsel, LLC 0.03% Add +0.3% 4,202 $237K
Northwest Financial Advisors 0.46% Add +0.3% 4,199 $236K
Napier Financial, LLC 0.05% New 4,198 $236K
Avidian Wealth Enterprises, LLC 0.01% Add +1.1% 4,195 $236K
Wellington Shields Capital Management, LLC 0.04% Reduce -37.2% 4,175 $235K
Koshinski Asset Management, Inc. 0.01% Reduce -10.3% 4,173 $235K
TigerOak Management, L.L.C. 0.07% No change 4,167 $235K
MSH Capital Advisors LLC 0.05% Add +1.3% 4,162 $234K
Cooper Financial Group 0.02% Add +1.9% 4,147 $233K
Wescott Financial Advisory Group, LLC 0.02% Reduce -0.5% 4,144 $233K
Virtue Capital Management, LLC 0.04% Reduce -26.1% 4,286 $233K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% Add +1.1% 4,135 $233K
Code Waechter LLC 0.14% Add +3.1% 4,107 $231K
JTC Employer Solutions Trustee Ltd 0.02% Add +0.4% 4,082 $230K
Kathmere Capital Management, LLC 0.01% New 4,074 $229K
SeaCrest Wealth Management, LLC 0.02% New 4,055 $228K
Round Rock Advisors LLC 0.03% Add +0.3% 4,023 $227K
Howland Capital Management LLC 0.01% No change 4,020 $226K
Kovack Advisors, Inc. 0.01% Reduce -15.5% 3,991 $226K
Capstone Investment Advisors, LLC 0.00% Reduce -78.5% 4,009 $226K
Shay Capital LLC 0.03% Reduce -55.6% 4,000 $225K
Vann Equity Management LLC 0.16% — 3,998 $225K
Cohen & Steers, Inc. 0.00% No change 4,000 $225K
Westerkirk Capital Inc. 0.02% New 3,992 $225K
Catalyst Financial Partners LLC 0.03% New 3,989 $225K
Madison Wealth Partners, Inc 0.04% Add +4.3% 3,951 $222K
Procyon Advisors, LLC 0.01% Reduce -25.4% 3,932 $221K
Douglas Lane & Associates, LLC 0.00% No change 3,906 $220K
Alpine Woods Capital Investors, LLC 0.05% No change 3,888 $219K
Cornerstone Wealth Management, LLC 0.01% New 3,886 $219K
Peddock Capital Advisors, LLC 0.05% Reduce -21.7% 3,880 $218K
Chemung Canal Trust Co. 0.04% Reduce -35.3% 3,857 $217K
Hantz Financial Services, Inc. 0.00% Add +82.4% 3,858 $217K
Baker Boyer National Bank 0.06% Reduce -1.5% 3,824 $215K
Clearstead Trust, LLC 0.04% Reduce -23.9% 3,812 $215K
Griffin Asset Management, Inc. 0.02% New 3,800 $214K
Sovereign Financial Group, Inc. 0.04% Reduce -3.4% 3,799 $214K
Todd Asset Management LLC 0.00% New 3,785 $213K
BSW Wealth Partners 0.03% Reduce -8.4% 3,775 $213K
44 Wealth Management LLC 0.07% Reduce -2.0% 3,766 $212K
Aries Wealth Management 0.05% New 3,760 $212K
Radnor Capital Management, LLC 0.03% Reduce -11.0% 3,732 $210K
Strategic Investment Advisors / MI 0.01% New 3,732 $210K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -10.5% 3,705 $209K
First Foundation Advisors 0.01% New 3,686 $208K
Michael Brady & Co., LLC 0.21% New 3,685 $208K
Tannin Capital LLC 0.15% Reduce -7.3% 3,678 $207K
PDS Planning, Inc 0.01% New 3,678 $207K
Opal Wealth Advisors, LLC 0.05% New 3,677 $207K
Bath Savings Trust Co 0.02% New 3,675 $207K
Banque de Luxembourg S.A. 0.11% No change 3,670 $207K
Conning Inc. 0.01% Reduce -16.2% 3,668 $207K
Asset Dedication, LLC 0.01% Reduce -13.3% 3,651 $206K
Heritage Wealth Management, Inc. 0.10% New 3,646 $205K
Los Angeles Capital Management LLC 0.00% Reduce -46.7% 3,638 $205K
First Affirmative Financial Network 0.08% — 3,626 $204K
Plancorp, LLC 0.01% New 3,220 $204K
Anchor Investment Management, LLC 0.02% Reduce -9.2% 3,617 $204K
Keebeck Wealth Management 0.02% New 3,606 $203K
Greenwich Wealth Management LLC 0.01% New 3,603 $203K
Capital Investment Counsel, Inc 0.02% New 3,600 $203K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 3,600 $203K
Commerzbank Aktiengesellschaft 0.00% Reduce -8.9% 3,588 $202K
Montis Financial, LLC 0.04% Reduce -14.7% 3,580 $202K
Advyzon Investment Management, LLC 0.02% New 3,576 $201K
Charter Oak Capital Management, LLC 0.02% New 3,573 $201K
Howe & Rusling Inc. 0.01% New 3,567 $201K
Colonial Trust Advisors 0.02% Reduce -18.3% 3,563 $201K
MV Capital Management, Inc. 0.02% Add +64.8% 3,555 $200K
Plan A Wealth LLC 0.10% New 3,552 $200K
Broadwater Capital Management LLC 0.15% No change 3,769 $199K
Ares Financial Consulting, LLC 0.16% Add +4.8% 3,490 $199K
Larson Financial Group LLC 0.01% Add +11.7% 3,517 $198K
Cornerstone National Bank & Trust Co 0.07% Reduce -27.0% 3,475 $198K
Independence Bank of Kentucky 0.02% Reduce -9.3% 3,481 $196K
Harbor Investment Advisory, LLC 0.02% Reduce -4.1% 3,450 $194K
BKM Wealth Management, LLC 0.07% New 3,433 $193K
Basecamp Wealth Advisors LLC 0.04% Add +0.3% 3,384 $191K
Smithfield Trust Co 0.01% No change 3,325 $188K
TFC Financial Management, Inc. 0.02% Reduce -1.1% 3,335 $188K
Addison Advisors LLC 0.04% Reduce -0.1% 3,299 $186K
Federated Hermes, Inc. 0.00% Reduce -2.5% 3,294 $185K
State of Wyoming 0.02% Reduce -13.3% 3,260 $184K
Trust Co 0.02% No change 3,250 $183K
Transamerica Financial Advisors, LLC 0.02% Add +218.8% 3,223 $182K
Sittner & Nelson, LLC 0.06% No change 2,989 $168K
Adirondack Trust Co. 0.06% Add +1.2% 2,953 $166K
Root Financial Partners, LLC 0.01% Add +65.4% 2,948 $166K
Caldwell Sutter Capital, Inc. 0.07% No change 2,922 $165K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% Reduce -3.3% 2,915 $164K
First Financial Corp. 0.06% No change 2,912 $164K
Manchester Capital Management LLC 0.02% Reduce -7.5% 2,909 $164K
Costello Asset Management, INC 0.06% Reduce -2.5% 2,825 $159K
Atlas Capital Advisors Inc. 0.02% No change 2,728 $154K
Financial Life Planners 0.12% New 2,696 $152K
Key Financial Inc 0.03% Add +1.2% 2,607 $147K
Hills Bank & Trust Co 0.01% Reduce -53.1% 2,590 $146K
Cromwell Holdings LLC 0.08% No change 2,581 $145K
Sterling Capital Management LLC 0.00% Add +74.3% 2,580 $145K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +0.6% 2,577 $145K
Steph & Co. 0.04% No change 2,523 $142K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -10.8% 2,483 $140K
Generali Investments, Management Co LLC 0.03% Add +40.3% 2,481 $140K
CVA Family Office, LLC 0.01% Add +11.6% 2,478 $140K
Financial Consulate, Inc. 0.02% Reduce -18.6% 2,402 $135K
Quent Capital, LLC 0.01% Reduce -30.2% 2,358 $133K
First Command Advisory Services, Inc. 0.00% Add +12.4% 2,340 $132K
Freestone Grove Partners LP 0.00% New 2,323 $131K
Foster Dykema Cabot & Partners, LLC 0.01% No change 2,304 $130K
Oakworth Capital, Inc. 0.01% Reduce -0.7% 2,252 $127K
Parvin Asset Management, LLC 0.09% No change 2,225 $125K
CYBER HORNET ETFs LLC 0.08% Reduce -9.8% 2,175 $124K
Ulland Investment Advisors, LLC 0.10% No change 2,169 $122K
Richardson Capital Management LLC 0.06% Add +0.4% 2,154 $121K
Hanson & Doremus Investment Management 0.01% Reduce -6.5% 2,147 $121K
Capital Advisors, Ltd. LLC 0.01% No change 2,134 $120K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +1.6% 2,120 $119K
HHM Wealth Advisors, LLC 0.01% Reduce -6.7% 2,090 $118K
Gables Capital Management Inc. 0.05% No change 2,050 $115K
Gen-Wealth Partners Inc 0.04% No change 2,050 $115K
Synergy Investment Management, LLC 0.04% New 2,025 $114K
Capital Analysts, LLC 0.00% Add +0.3% 2,012 $113K
Wellington Shields & Co., LLC 0.03% No change 2,000 $113K
Cacti Asset Management LLC 0.01% No change 2,000 $113K
Clean Yield Group 0.03% No change 1,962 $110K
Bank of New Hampshire 0.03% No change 1,960 $110K
Citizens National Bank Trust Department 0.02% No change 1,900 $107K
Bangor Savings Bank 0.01% Reduce -3.8% 1,891 $106K
First Horizon Corp. 0.00% Reduce -51.5% 1,850 $104K
Creative Capital Management Investments LLC 0.03% No change 1,846 $104K
Southern Michigan Bank & Trust 0.04% — 1,823 $103K
Evermay Wealth Management LLC 0.01% No change 1,790 $101K
Grove Bank & Trust 0.01% No change 1,788 $101K
Evelyn Partners Investment Management LLP 0.00% Reduce -95.3% 1,775 $100K
Rossby Financial, LCC 0.02% Add +542.3% 1,702 $97K
Exchange Traded Concepts, LLC 0.00% Reduce -22.5% 1,699 $96K
Deseret Mutual Benefit Administrators 0.03% Add +108.4% 1,659 $93K
Hilltop National Bank 0.02% Reduce -2.2% 1,630 $92K
Crewe Advisors LLC 0.01% Add +3.1% 1,583 $89K
Sawyer & Company, Inc 0.03% No change 1,500 $84K
ESL Trust Services, LLC 0.02% No change 1,500 $84K
Duncker Streett & Co. Inc. 0.02% Reduce -20.9% 1,484 $84K
CoreCap Advisors, LLC 0.00% Add +0.2% 1,462 $82K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.2% 1,458 $82K
Anfield Capital Management, LLC 0.02% Add +28920.0% 1,451 $82K
EFG International AG 0.00% Add +8.1% 1,432 $81K
Bellevue Asset Management, LLC 0.04% No change 1,432 $81K
OAKMONT Corp 0.02% No change 1,413 $80K
GHP Investment Advisors, Inc. 0.00% Add +136.4% 1,409 $79K
Provenance Wealth Advisors, LLC 0.01% No change 1,399 $79K
Community Bank, N.A. 0.01% Reduce -31.9% 1,396 $79K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,392 $78K
Activest Wealth Management 0.01% Add +34.9% 1,392 $78K
Lanark Financial, Inc. 0.01% Reduce -2.5% 1,374 $77K
MidFirst Bank 0.01% Add +0.2% 1,342 $76K
MCF Advisors LLC 0.00% Add +65.6% 1,341 $76K
Hara Capital LLC 0.04% No change 1,340 $75K
Fortitude Family Office, LLC 0.02% Add +8.7% 1,332 $75K
City State Bank 0.02% Reduce -0.1% 1,303 $73K
Truvestments Capital LLC 0.01% Add +12.9% 1,276 $72K
Center for Financial Planning, Inc. 0.01% No change 1,271 $72K
JFS Wealth Advisors, LLC 0.00% Reduce -21.3% 1,248 $70K
Abound Wealth Management 0.02% Reduce -0.8% 1,244 $70K
NFSG Corp 0.01% Add +0.2% 1,231 $69K
Kentucky Trust Co 0.04% No change 1,200 $68K
Pinnacle Bancorp, Inc. 0.02% Add +92.7% 1,187 $67K
Paladin Advisory Group, LLC 0.05% No change 1,184 $67K
Bullock Wealth Management Group 0.03% Reduce -1.8% 1,168 $66K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +9.7% 1,129 $64K
Union Savings Bank 0.03% No change 1,124 $63K
CKW Financial Group 0.01% No change 1,103 $63K
Ankerstar Wealth, LLC 0.07% Add +148.8% 1,102 $62K
10Elms LLP 0.04% Add +22.2% 1,100 $62K
Beacon Investment Advisory Services, Inc. 0.00% New 1,095 $62K
Field & Main Bank 0.02% No change 1,085 $61K
Community Financial Services Group, LLC 0.01% New 1,072 $61K
United Community Bank 0.02% Add +24.8% 1,048 $59K
True Wealth Design, LLC 0.02% Add +111.3% 1,027 $58K
Flagship Wealth Advisors, LLC 0.02% No change 786 $58K
Ritter Daniher Financial Advisory LLC / DE 0.01% Reduce -8.9% 1,018 $57K
Bruce G. Allen Investments, LLC 0.04% Add +17.2% 1,015 $57K
Versant Capital Management, Inc 0.01% Add +20.2% 1,007 $57K
Firsthand Capital Management, Inc. 0.12% No change 1,000 $56K
Old Second National Bank of Aurora 0.01% Reduce -7.0% 1,000 $56K
Valley National Advisers Inc. 0.01% Add +0.4% 997 $56K
Acima Private Wealth, LLC 0.02% No change 967 $54K
JNBA Financial Advisors 0.00% No change 923 $52K
Missouri Trust & Investment Co 0.02% No change 923 $52K
Kelleher Financial Advisors 0.01% No change 820 $52K
SBI Securities Co., Ltd. 0.00% Add +0.8% 914 $51K
LFA - Lugano Financial Advisors SA 0.03% No change 890 $50K
Motco 0.00% Reduce -7.0% 882 $50K
Quaker Wealth Management, LLC 0.02% Reduce -13.1% 877 $49K
Wall Street Financial Group, Inc. 0.03% New 864 $49K
Cypress Capital Management LLC (WY) 0.05% No change 860 $48K
Capula Management Ltd 0.00% New 857 $48K
CNB Bank 0.02% Reduce -5.7% 852 $48K
Murphy & Mullick Capital Management Corp 0.04% No change 849 $48K
Indiana Trust & Investment Management Co 0.01% No change 847 $48K
Westside Investment Management, Inc. 0.01% No change 839 $47K
Ascentis Independent Advisors 0.00% Reduce -92.5% 811 $46K
Mascoma Wealth Management LLC 0.01% Add +1.0% 810 $46K
Centennial Bank 0.02% No change 799 $45K
Mowery & Schoenfeld Wealth Management, LLC 0.07% Reduce -2.6% 789 $44K
Westpac Banking Corp. 0.00% No change 777 $44K
Heritage Wealth Advisors 0.00% Add +10.6% 774 $44K
Cary Street Partners Investment Advisory LLC 0.01% Add +28.9% 762 $43K
Orion Capital Management LLC 0.01% No change 750 $42K
First United Bank & Trust 0.01% No change 750 $42K
Princeton Global Asset Management LLC 0.01% No change 741 $42K
Birchbrook, Inc. 0.02% Reduce -29.3% 725 $41K
Covestor Ltd 0.03% Reduce -69.5% 711 $40K
American Capital Advisory, LLC 0.02% Add +3.4% 709 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +7.6% 709 $40K
TD Capital Management LLC 0.00% Reduce -10.2% 708 $40K
Golden State Wealth Management, LLC 0.00% Reduce -10.3% 700 $39K
Lavaca Capital LLC 0.01% No change 700 $39K
Ramirez Asset Management, Inc. 0.00% Reduce -41.7% 700 $39K
Vision Retirement, LLC 0.01% Reduce -8.9% 697 $39K
Keating Financial Advisory Services, Inc. 0.01% Add +3.3% 696 $39K
Meramec Financial Planners, LLC 0.02% No change 635 $39K
Brown, Lisle/Cummings, Inc. 0.01% No change 654 $37K
Avanza Fonder AB 0.00% No change 653 $37K
Armstrong Advisory Group, Inc. 0.00% Add +0.1% 652 $37K
Chesapeake Asset Management LLC 0.03% No change 650 $37K
Signature Equity Partners, LLC 0.02% Add +449.1% 648 $36K
Prestige Wealth Management Group LLC 0.01% Reduce -5.8% 647 $36K
SOA Wealth Advisors, LLC. 0.01% No change 636 $36K
Essential Partners LLC 0.01% Reduce -8.0% 625 $35K
Country Trust Bank 0.00% No change 622 $35K
Tompkins Financial Corp. 0.00% No change 619 $35K
SJS Investment Consulting Inc. 0.00% Add +20.3% 616 $35K
Hager Investment Management Services, LLC 0.02% Reduce -58.8% 614 $35K
WPG Advisers, LLC 0.03% Add +1.2% 613 $35K
Wealth Science Advisors LLC 0.02% New 640 $34K
MTM Investment Management, LLC 0.01% Reduce -41.2% 555 $31K
Wellington-Altus USA Inc. 0.02% No change 412 $30K
Wealth Preservation Advisors, LLC 0.02% Reduce -80.4% 524 $30K
Consultiva Wealth Management, Corp. 0.09% No change 523 $29K
Sound Income Strategies, LLC 0.00% No change 514 $29K
West Branch Capital LLC 0.01% Reduce -13.6% 510 $29K
Core Alternative Capital 0.01% No change 508 $29K
Cheviot Value Management, LLC 0.00% No change 502 $28K
Highline Wealth Partners LLC 0.01% Reduce -1.2% 501 $28K
Walsh & Associates, LLC 0.03% No change 500 $28K
Trask Adam Roland 0.03% — 500 $28K
Global Wealth Strategies & Associates 0.01% No change 500 $28K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 496 $28K
Glen Eagle Advisors, LLC 0.00% Add +0.2% 493 $28K
Cornerstone Planning Group LLC 0.00% Add +226.5% 431 $28K
Red Tortoise LLC 0.01% No change 481 $27K
Salomon & Ludwin, LLC 0.00% No change 482 $27K
Investment Research & Advisory Group, Inc. 0.01% No change 451 $27K
DT Investment Partners, LLC 0.00% No change 461 $26K
Bravera Wealth 0.01% No change 460 $26K
Coastline Trust Co 0.00% No change 460 $26K
KERR FINANCIAL PLANNING Corp 0.02% Add +0.8% 403 $25K
Nemes Rush Group LLC 0.00% Add +9.1% 431 $24K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.2% 428 $24K
GW&K Investment Management, LLC 0.00% Add +4.1% 431 $24K
Swiss Re Ltd. 0.14% No change 416 $23K
1620 Investment Advisors, Inc. 0.02% No change 407 $23K
Lodestone Wealth Management LLC 0.01% No change 404 $23K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 403 $23K
Clayton Financial Group LLC 0.01% Reduce -17.0% 400 $23K
Olistico Wealth, LLC 0.01% No change 400 $23K
Wilkerson Advisory Group LLC 0.01% Add +125.6% 397 $22K
Physician Wealth Advisors, Inc. 0.00% Add +183.8% 386 $22K
Entrust Financial LLC 0.01% No change 375 $21K
Private Wealth Management Group, LLC 0.01% Add +37.6% 373 $21K
JPL Wealth Management, LLC 0.00% New 370 $21K
Greykasell Wealth Strategies, Inc. 0.01% No change 360 $20K
Cedar Mountain Advisors, LLC 0.00% No change 356 $20K
Godsey & Gibb, Inc. 0.00% No change 341 $19K
Curat Global, LLC 0.02% Reduce -21.8% 340 $19K
Plante Moran Financial Advisors, LLC 0.00% Reduce -46.1% 337 $19K
Tanglewood Legacy Advisors, LLC 0.01% No change 335 $19K
Rosenberg Matthew Hamilton 0.00% No change 327 $18K
Johnson Financial Group, Inc. 0.00% No change 322 $18K
Rachor Investment Advisory Services, LLC 0.01% No change 320 $18K
Vega Investment Solutions 0.00% No change 320 $18K
Archer Investment Corp 0.00% No change 318 $18K
Owl Creek Wealth Partners LLC 0.01% — 307 $17K
Kemnay Advisory Services Inc. 0.00% Reduce -3.5% 304 $17K
Cetera Trust Company, N.A 0.01% Reduce -40.0% 300 $17K
Twin Lakes Capital Management, LLC 0.01% No change 300 $17K
Monetary Management Group Inc. 0.00% Reduce -25.0% 300 $17K
Edmond DE Rothschild Holding S.A. 0.00% No change 300 $17K
Meeder Asset Management Inc. 0.00% Reduce -17.9% 298 $17K
S&T Bank 0.01% No change 290 $16K
Frazier Financial Advisors, LLC 0.01% Add +1.8% 282 $16K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 280 $16K
Purpose Unlimited Inc. 0.00% No change 278 $16K
Creative Financial Designs Inc. 0.00% Add +0.4% 277 $16K
First Community Trust NA 0.01% Reduce -68.8% 272 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -37.7% 269 $15K
YANKCOM Partnership 0.01% Reduce -44.0% 265 $15K
Raelipskie Partnership 0.01% No change 255 $14K
Kilter Group LLC 0.01% Add +246.6% 253 $14K
Raffa Wealth Management, LLC 0.00% Add +1.6% 252 $14K
Twin Peaks Wealth Advisors, LLC 0.00% New 248 $14K
High Note Wealth, LLC 0.00% Add +45.5% 243 $14K
Hamrick Investment Counsel, llc 0.01% New 235 $13K
Mark Sheptoff Financial Planning, LLC 0.01% No change 203 $13K
Dorato Capital Management 0.01% No change 220 $13K
CGC Financial Services, LLC 0.00% Reduce -40.6% 222 $13K
VSM Wealth Advisory, LLC 0.00% No change 201 $11K
Chung Wu Investment Group, LLC 0.01% Add +33.3% 200 $11K
Horizon Bancorp Inc. 0.01% Reduce -21.5% 190 $11K
Park National Corp. 0.00% New 189 $11K
Signature Resources Capital Management, LLC 0.00% Add +283.3% 184 $10K
Nvwm, LLC 0.00% Reduce -2.7% 180 $10K
First Pacific Financial 0.00% Add +24.8% 171 $10K
Global X Japan Co., Ltd. 0.00% New 164 $9K
Elevation Wealth Partners, LLC 0.00% Add +18.4% 161 $9K
Seneschal Advisors, LLC 0.01% No change 161 $9K
High Point Wealth Management, LLC 0.01% New 160 $9K
BOK Financial Private Wealth, Inc. 0.00% No change 160 $9K
TOWER TRUST & INVESTMENT Co 0.01% Reduce -98.7% 160 $9K
Mosley Wealth Management 0.00% New 151 $9K
Whipplewood Advisors, LLC 0.00% Add +3875.0% 159 $9K
Financial Management Professionals, Inc. 0.00% Reduce -13.7% 158 $9K
Sachetta, LLC 0.00% Add +116.4% 158 $9K
Wiser Advisor Group LLC 0.01% No change 151 $9K
Kozak & Associates, Inc. 0.00% No change 132 $8K
Groupe la Francaise 0.00% Reduce -99.0% 173 $8K
Wolff Wiese Magana LLC 0.00% No change 147 $8K
RHL Group, LLC 0.01% Add +0.7% 147 $8K
Cornerstone Financial Management LLC 0.01% Add +102.8% 146 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 143 $8K
Joseph Group Capital Management 0.00% New 136 $8K
Silver Grove Financial Group, Inc. 0.01% New 133 $7K
Main Street Group, LTD 0.00% New 133 $7K
Vision Financial Markets LLC 0.01% No change 133 $7K
Prosperity Bancshares Inc 0.01% Add +160.0% 130 $7K
Maseco LLP 0.00% Reduce -84.8% 130 $7K
Summit Securities Group LLC 0.00% Reduce -89.0% 129 $7K
Avion Wealth 0.00% Add +34.0% 138 $7K
Riverview Trust Co 0.01% No change 120 $7K
Horizon Financial Services, LLC 0.00% Add +215.8% 120 $7K
Scarborough Advisors, LLC 0.00% No change 120 $7K
Holos Integrated Wealth LLC 0.00% No change 120 $7K
Halbert Hargrove Global Advisors, LLC 0.00% No change 116 $7K
Tidemark, LLC 0.00% New 113 $6K
Comprehensive Financial Planning, Inc. 0.00% No change 110 $6K
Westfuller Advisors, LLC 0.00% Add +18.5% 109 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 116 $6K
Financial Gravity Asset Management, Inc. 0.00% No change 101 $6K
Sfam, LLC 0.01% No change 100 $6K
Nalls Sherbakoff Group, LLC 0.00% No change 100 $6K
Pension & Wealth Management Advisors, Inc. 0.00% No change 100 $6K
Dunhill Financial, LLC 0.00% Add +7.9% 96 $5K
Dogwood Wealth Management LLC 0.00% Reduce -12.3% 93 $5K
Darwin Wealth Management, LLC 0.00% No change 91 $5K
Y.D. More Investments Ltd 0.00% Reduce -2.1% 28,827 $5K
Bullseye Investment Management, LLC 0.00% No change 90 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +40.6% 90 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 87 $5K
Caitlin John, LLC 0.00% No change 80 $5K
Byrne Asset Management LLC 0.00% New 80 $5K
United Financial Planning Group LLC 0.00% New 79 $4K
Intentional Wealth Strategies, LLC 0.00% — 78 $4K
GGM Financial LLC 0.00% Add +1.3% 78 $4K
Hollencrest Capital Management 0.00% No change 76 $4K
Triumph Capital Management 0.00% Add +38.2% 76 $4K
Fortis Group Advisors, LLC 0.00% No change 76 $4K
Cranbrook Wealth Management, LLC 0.00% No change 75 $4K
PlanVest Financial, Inc 0.00% — 74 $4K
Godfrey Financial Associates, Inc. 0.00% No change 74 $4K
Strengthening Families & Communities, LLC 0.00% Reduce -97.9% 74 $4K
Family Capital Trust Co 0.00% No change 72 $4K
Legacy Wealth Managment, LLC 0.00% Add +24.6% 71 $4K
Millstone Evans Group, LLC 0.00% New 69 $4K
Aventura Private Wealth, LLC 0.00% Reduce -7.1% 65 $4K
Park Place Capital Corp 0.00% Add +132.1% 65 $4K
Bogart Wealth, LLC 0.00% Add +54.8% 65 $4K
Arlington Trust Co LLC 0.00% New 63 $4K
Graney & King, LLC 0.00% Add +1.6% 63 $4K
Sankala Group LLC 0.00% No change 63 $3K
Hilton Head Capital Partners, LLC 0.00% No change 61 $3K
Sunrise Financial Services, LLC 0.00% New 58 $3K
Financial Freedom, LLC 0.00% No change 57 $3K
Imprint Wealth LLC 0.01% No change 55 $3K
Pinney & Scofield, Inc. 0.00% No change 54 $3K
Principia Wealth Advisory, LLC 0.00% Add +68.8% 54 $3K
J.Safra Asset Management Corp 0.00% Reduce -16.9% 54 $3K
PFS Partners, LLC 0.00% No change 53 $3K
Redwood Park Advisors LLC 0.00% No change 53 $3K
Vermillion Wealth Management, Inc. 0.00% New 52 $3K
Spurstone Advisory Services, LLC 0.05% No change 51 $3K
2UniFi Bank 0.00% No change 50 $3K
Pacific Center for Financial Services 0.00% No change 50 $3K
Valued Wealth Advisors LLC 0.00% No change 47 $3K
Towne Trust Company, N.A 0.00% No change 47 $3K
Aspect Partners, LLC 0.00% Reduce -17.9% 46 $3K
Battery Global Advisors, LLC 0.00% No change 44 $2K
Hughes Financial Services, LLC 0.00% Add +31.3% 42 $2K
Asset Planning,Inc 0.00% No change 41 $2K
Navigoe, LLC 0.00% No change 50 $2K
Bard Associates Inc. 0.00% New 32 $2K
Portus Wealth Advisors, LLC 0.00% New 30 $2K
Rakuten Securities, Inc. 0.00% Add +87.5% 30 $2K
Investors Research Corp 0.00% New 29 $2K
Burk Holdings LLC 0.00% New 27 $2K
Stone House Investment Management, LLC 0.00% New 27 $2K
Fairscale Capital, LLC 0.00% No change 25 $1K
Game Plan Financial Advisors, LLC 0.00% No change 24 $1K
Torren Management, LLC 0.00% Reduce -95.3% 22 $1K
Bare Financial Services, Inc 0.00% No change 22 $1K
Gilpin Wealth Management, LLC 0.00% No change 20 $1K
1015 Capital Partners, LLC 0.00% Reduce -23.1% 20 $1K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -57.8% 19 $1K
Evergreen Advisors, LLC 0.00% New 18 $1K
Phillip James Consulting Co. 0.00% No change 22 $1K
HFM Investment Advisors, LLC 0.00% Add +50.0% 15 $845
Marquette Asset Management, LLC 0.00% New 14 $789
TopTier Wealth Management, LLC 0.00% New 14 $788
Retirement Wealth Solutions LLC 0.00% Reduce -7.1% 13 $733
Catherine Avery Investment Management LLC 0.00% No change 13 $732
North Ridge Wealth Advisors, Inc. 0.00% No change 10 $564
Minot DeBlois Advisors LLC 0.00% No change 10 $563
Davis Capital Management 0.00% No change 10 $563
Ameriflex Group, Inc. 0.00% Add +28.6% 9 $484
Fairman Group, LLC 0.00% No change 8 $450
Albion Financial Group 0.00% No change 7 $395
POM Investment Strategies, LLC 0.00% New 5 $282
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 5 $282
Beaird Harris Wealth Management, LLC 0.00% No change 4 $226
DecisionPoint Financial, LLC 0.00% No change 4 $226
Curio Wealth, LLC 0.00% New 3 $169
Arcadia Investment Management Corp. 0.00% No change 2 $113
Lloyd Advisory Services, LLC. 0.00% New 1 $55
Kingdom Financial Group LLC. 0.00% No change 1 $55

"% of holder's portfolio" is CARR's weight in each manager's 13F, not the share of Carrier Global Corp. the manager owns.