ChubbCB

13F holders, Q2 2024 (June 30)
1,708holders +12
112new positions
97sold out
11famous investors
$254.96avg. 13F price*

At the end of Q2 2024, 1,708 institutions reported holding Chubb Ltd. (CB) in their 13F filings, up 12 from Q1 2024. 112 opened new positions and 97 sold out. The largest holders were Vanguard Group Inc. ($9.9B), BlackRock Inc. ($7.4B) and Berkshire Hathaway ($6.9B). 11 famous investors held it, including Warren Buffett (2.5% of Berkshire Hathaway's portfolio), Cliff Asness (0.5% of AQR Capital Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
Chubb Ltd.
Sector
Finance
CUSIP
H1467J104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,696Q1 2024Q2 2024: 1,708Q2 2024Q3 2024: 1,804Q3 2024Q4 2024: 1,900Q4 2024Q1 2025: 1,921Q1 2025Q2 2025: 1,956Q2 2025Q3 2025: 1,924Q3 2025Q4 2025: 2,054Q4 2025Q1 2026: 2,119Q1 2026Q2 2026: 2,165Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions112$346.0M
Exits97$470.0M

All 13F filers, Q1 2024 → Q2 2024: 13,094,494 shares bought and 12,546,054 shares sold, net +548,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,708 holders

Vanguard Group Inc. 0.19% Add +0.2% 38,680,192 $9.9B
BlackRock Inc. 0.17% Reduce -1.7% 28,920,286 $7.4B
Berkshire Hathaway 2.46% Add +4.3% 27,033,784 $6.9B
State Street Corp. 0.20% Reduce -0.4% 18,209,134 $4.7B
T. Rowe Price Associates Inc. 0.54% Reduce -5.6% 17,572,468 $4.5B
FMR LLC 0.24% Add +6.5% 14,523,486 $3.7B
Capital World Investors 0.47% Add +2.2% 11,243,302 $2.9B
Wellington Management Group LLP 0.44% Reduce -7.9% 9,567,085 $2.4B
Massachusetts Financial Services Co. 0.70% Reduce -2.9% 8,921,346 $2.3B
Geode Capital Management, LLC 0.20% Add +4.5% 8,911,581 $2.3B
Capital Research Global Investors 0.41% Add +9.8% 7,367,551 $1.9B
JPMorgan Chase & Co. 0.15% Reduce -15.4% 7,033,486 $1.8B
Capital International Investors 0.37% Reduce -2.2% 6,990,219 $1.8B
Wells Fargo & Company 0.39% Reduce -0.7% 5,940,741 $1.5B
Morgan Stanley 0.12% Add +6.5% 5,930,023 $1.5B
Ameriprise Financial Inc. 0.34% Add +1.3% 4,933,389 $1.3B
Bank of America Corp. 0.11% Add +6.4% 4,553,201 $1.2B
Norges Bank 0.16% Add +1.9% 4,222,953 $1.1B
Northern Trust Corp. 0.16% Reduce -0.9% 3,723,515 $949.8M
Lazard Asset Management LLC 1.17% Reduce -4.7% 3,378,941 $861.9M
Deutsche Bank AG 0.38% Add +1.8% 3,291,331 $839.6M
Raymond James & Associates 0.51% Add +2.9% 3,051,081 $778.3M
Legal & General Group Plc 0.21% Reduce -1.7% 2,930,080 $747.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Add +27.8% 2,689,266 $686.0M
Ontario Teachers Pension Plan Board 6.58% Add +6.5% 2,594,465 $661.8M
Bank of New York Mellon Corp 0.12% Reduce -0.8% 2,517,707 $642.2M
Nuveen Asset Management, LLC 0.18% Reduce -7.7% 2,429,498 $619.7M
UBS Group AG 0.19% Add +5.6% 2,429,375 $619.7M
Charles Schwab Investment Management Inc. 0.11% Add +2.0% 2,329,099 $594.1M
Invesco Ltd. 0.12% Add +7.3% 2,303,514 $587.6M
Dimensional Fund Advisors LP 0.15% Add +7.5% 2,297,706 $586.2M
Goldman Sachs Group Inc. 0.11% Add +6.9% 2,227,444 $568.2M
Boston Partners 0.69% Add +1.9% 2,187,690 $558.2M
First Trust Advisors LP 0.46% Add +60.7% 1,762,519 $449.6M
Amundi 0.15% Reduce -8.3% 1,586,602 $403.1M
Fayez Sarofim & Co 1.08% Add +53.0% 1,562,540 $398.6M
Royal Bank of Canada 0.09% Add +11.9% 1,490,084 $380.1M
Raymond James Financial Services Advisors, Inc. 0.52% Add +0.6% 1,428,357 $364.3M
Principal Financial Group Inc. 0.21% Add +1.4% 1,401,518 $357.5M
Barclays PLC 0.16% Reduce -19.6% 1,383,942 $353.0M
California Public Employees Retirement System 0.26% Reduce -0.3% 1,375,980 $351.0M
Davis Selected Advisers 1.86% Reduce -0.5% 1,256,840 $320.6M
Swiss National Bank 0.21% Reduce -1.6% 1,202,091 $306.6M
Schroder Investment Management Group 0.33% Add +13.6% 1,176,028 $300.0M
AQR Capital Management 0.45% Add +30.9% 1,162,039 $296.4M
Jennison Associates LLC 0.18% Reduce -2.7% 1,110,500 $283.3M
Altrinsic Global Advisors LLC 11.98% Reduce -10.1% 1,053,121 $268.6M
Envestnet Asset Management Inc. 0.09% Add +1.0% 1,044,057 $266.3M
Sumitomo Mitsui Trust Group, Inc. 0.19% Reduce -11.3% 1,024,291 $261.3M
Mycio Wealth Partners, LLC 62.09% Reduce -0.1% 952,969 $243.1M
PNC Financial Services Group, Inc. 0.16% Reduce -2.6% 918,160 $234.2M
Cullen Capital Management, LLC 2.60% Reduce -3.5% 886,670 $226.2M
Polar Capital Holdings Plc 1.29% Reduce -0.0% 850,011 $216.8M
Robeco Institutional Asset Management B.V. 0.46% Reduce -18.1% 844,351 $215.4M
ProShare Advisors LLC 0.54% Add +0.9% 789,602 $201.4M
Caisse de depot et placement du Quebec 0.48% Add +79.9% 782,924 $199.7M
Rhumbline Advisers 0.17% Reduce -1.1% 716,529 $182.8M
National Pension Service 0.21% Add +1.4% 712,655 $181.8M
Stifel Financial Corp. 0.20% Reduce -10.8% 688,373 $175.6M
Bank of Montreal 0.05% Add +7.0% 647,420 $170.8M
California State Teachers Retirement System 0.21% Reduce -0.6% 661,614 $168.8M
New York State Common Retirement Fund 0.21% Reduce -1.0% 634,846 $161.9M
US Bancorp \de 0.22% Reduce -7.8% 629,744 $160.6M
Cooke & Bieler LP 1.54% Add +13.4% 625,705 $159.6M
Manufacturers Life Insurance Company, The 0.15% Reduce -0.6% 616,861 $157.3M
Lord, Abbett & Co. LLC 0.52% Reduce -7.7% 613,581 $156.5M
Confluence Investment Management LLC 2.22% Reduce -6.0% 602,008 $153.6M
Corient Private Wealth LP 0.27% Add +1.4% 601,703 $153.5M
Adage Capital Partners Gp, L.L.C. 0.28% Add +344.9% 589,483 $150.4M
Ensign Peak Advisors, Inc 0.27% Add +10.1% 585,692 $149.4M
Natixis Advisors, LLC 0.32% Add +1.3% 584,247 $149.0M
HSBC Holdings PLC 0.09% Reduce -15.7% 567,878 $144.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +11.5% 562,359 $143.4M
Arrowstreet Capital, Limited Partnership 0.12% Add +27.2% 526,548 $134.3M
JARISLOWSKY, FRASER Ltd 0.80% Reduce -27.3% 518,976 $132.4M
Barrow Hanley Mewhinney & Strauss LLC 0.45% Reduce -1.4% 515,622 $131.5M
Clark Capital Management Group, Inc. 0.95% Reduce -13.1% 504,106 $128.6M
Thrivent Financial for Lutherans 0.25% Reduce -0.1% 482,645 $123.1M
Homestead Advisers Corp 2.94% Reduce -2.0% 467,411 $119.2M
Los Angeles Capital Management LLC 0.42% Reduce -25.4% 464,887 $118.6M
Healthcare of Ontario Pension Plan Trust Fund 0.35% Add +349.8% 463,300 $118.2M
Nordea Investment Management AB 0.14% Reduce -35.9% 453,180 $116.6M
Evercore Wealth Management, LLC 1.83% Add +0.1% 456,467 $116.4M
Allianz Asset Management GmbH 0.19% Add +23.6% 455,017 $116.1M
Davis Asset Management, L.P. 5.16% No change 450,000 $114.8M
Boston Trust Walden Corp 0.85% Reduce -6.7% 449,501 $114.7M
Glenmede Trust Co. NA 0.58% Add +0.7% 445,480 $113.6M
Alliancebernstein L.P. 0.04% Reduce -2.3% 439,401 $112.1M
Troy Asset Management Ltd 3.47% New 419,380 $107.0M
Storebrand Asset Management As 0.36% Add +0.5% 419,202 $106.9M
BNP Paribas Financial Markets 0.12% Add +10.8% 419,080 $106.9M
Citigroup Inc. 0.10% Add +21.8% 409,190 $104.4M
Welch & Forbes LLC 1.39% Reduce -1.1% 409,539 $103.9M
CANADA LIFE ASSURANCE Co 0.19% Add +3.0% 399,155 $101.9M
State Board of Administration of Florida Retirement System 0.20% Reduce -14.3% 396,744 $101.2M
Cincinnati Insurance Co. 1.66% No change 393,738 $100.4M
New York State Teachers Retirement System 0.20% Reduce -2.7% 380,024 $96.9M
Oldfield Partners LLP 18.01% Reduce -21.7% 373,700 $95.3M
Korea Investment CORP 0.24% Add +8.8% 371,834 $94.8M
Regions Financial Corp. 0.72% Reduce -1.2% 371,016 $94.6M
Van Lanschot Kempen Investment Management N.V. 1.05% New 366,204 $93.4M
Cincinnati Financial Corp. 1.99% No change 362,902 $92.6M
Huntington National Bank 0.91% Add +1.7% 347,495 $88.6M
Federated Hermes, Inc. 0.21% Reduce -15.5% 346,803 $88.5M
Neuberger Berman Group LLC 0.07% Reduce -0.1% 341,873 $87.2M
National Bank of Canada 0.13% Add +78.9% 339,811 $86.6M
Cannell & Spears LLC 1.79% Reduce -1.2% 338,780 $86.4M
Russell Investments Group, Ltd. 0.14% Add +0.3% 334,546 $85.5M
LPL Financial LLC 0.04% Add +7.1% 330,745 $84.4M
Victory Capital Management Inc. 0.08% Reduce -2.0% 324,753 $82.8M
DekaBank Deutsche Girozentrale 0.15% Reduce -9.7% 312,771 $82.6M
Rathbones Group PLC 0.44% Add +0.0% 313,678 $80.0M
Cornerstone Investment Partners, LLC 3.77% Reduce -1.3% 299,313 $76.3M
Connor, Clark & Lunn Investment Management Ltd. 0.32% Add +18.0% 296,056 $75.5M
Agf Management Ltd. 0.41% Reduce -4.5% 286,969 $73.2M
Franklin Resources Inc. 0.02% Reduce -0.8% 282,557 $72.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.18% Add +18.8% 274,558 $70.0M
Mitsubishi UFJ Trust & Banking Corp 0.16% Add +3.3% 268,339 $68.4M
Vest Financial, LLC 1.63% Add +21.2% 267,197 $68.2M
Cacti Asset Management LLC 5.32% No change 257,466 $67.5M
APG Asset Management N.V. 0.12% Add +50.1% 280,286 $66.7M
Public Sector Pension Investment Board 0.42% Add +308.6% 260,781 $66.5M
Canada Pension Plan Investment Board 0.06% Reduce -35.6% 257,327 $65.6M
Nomura Asset Management Co. Ltd. 0.22% Add +5.5% 254,966 $65.0M
Swedbank AB 0.09% Reduce -1.9% 250,960 $64.0M
Davis R M Inc. 1.30% Reduce -2.2% 250,628 $63.9M
Todd Asset Management LLC 1.31% Reduce -0.0% 247,953 $63.2M
Retirement Systems of Alabama 0.24% Reduce -3.6% 244,415 $62.3M
TCTC Holdings, LLC 2.14% Reduce -0.3% 244,233 $62.3M
Janney Montgomery Scott LLC 0.19% Reduce -3.0% 243,971 $62.2M
STRS Ohio 0.24% Reduce -4.0% 241,880 $61.7M
D.A. Davidson & Co. 0.53% Reduce -0.1% 234,328 $59.8M
Bartlett & Co. Wealth Management LLC 0.90% Add +0.3% 231,306 $59.2M
State of Wisconsin Investment Board 0.16% Reduce -10.4% 231,874 $59.1M
Brandywine Global Investment Management, LLC 0.44% Add +3.2% 227,491 $58.0M
Calamos Advisors LLC 0.41% Reduce -1.6% 226,575 $57.8M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -1.1% 225,016 $57.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Add +15.8% 218,208 $55.7M
Teachers Retirement System of the State of Kentucky 0.50% Reduce -6.5% 216,894 $55.3M
Commerce Bank 0.36% Add +3.5% 216,691 $55.3M
Cerity Partners LLC 0.15% Reduce -11.5% 214,568 $54.7M
TD Asset Management Inc 0.05% Add +7.4% 213,294 $54.4M
Danske Bank A/S 0.20% Reduce -23.6% 211,212 $53.9M
HighTower Advisors, LLC 0.08% Add +18.5% 208,940 $53.6M
Royal London Asset Management Ltd. 0.13% Add +0.6% 202,102 $51.6M
Toronto Dominion Bank 0.08% Reduce -15.1% 200,284 $51.1M
Pictet Asset Management Holding SA 0.06% Reduce -1.5% 200,270 $51.1M
Financial Counselors Inc. 0.82% Add +2.6% 199,885 $51.0M
Fifth Third Bancorp 0.19% Reduce -1.7% 196,990 $50.2M
Asset Management One Co., Ltd. 0.19% Add +1.4% 195,240 $49.8M
Wealth Enhancement Advisory Services, LLC 0.12% Add +1.4% 194,463 $49.6M
Truist Financial Corp. 0.08% Reduce -7.5% 193,562 $49.4M
Personal Cfo Solutions, LLC 7.56% Add +13.9% 192,796 $49.2M
Jupiter Asset Management Ltd. 0.46% Reduce -9.6% 192,004 $49.0M
Cambiar Investors LLC 1.90% Reduce -2.4% 190,094 $48.5M
CIBC Private Wealth Group LLC 0.09% Add +0.8% 190,624 $48.2M
Treasurer of the State of North Carolina 0.20% Reduce -7.1% 188,447 $48.1M
Great Lakes Advisors, LLC 0.43% Add +4.0% 188,366 $48.0M
Baird Financial Group, Inc. 0.10% Add +1.3% 185,938 $47.4M
Sei Investments Co. 0.07% Reduce -5.2% 185,872 $47.4M
Schwartz Investment Counsel Inc. 1.75% No change 185,150 $47.2M
Jane Street Group, LLC 0.05% Add +85.1% 184,602 $47.1M
Rockefeller Capital Management L.P. 0.13% Add +4.3% 177,254 $45.2M
ZWJ Investment Counsel Inc. 1.98% Add +2.3% 176,561 $45.0M
Aviva PLC 0.13% Add +20.6% 174,305 $44.5M
Millennium Management 0.04% Reduce -19.0% 171,864 $43.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +4.2% 169,364 $43.2M
State of Tennessee, Department of Treasury 0.15% Reduce -3.5% 163,684 $41.8M
Clearbridge Investments, LLC 0.03% Add +9.4% 162,017 $41.3M
Mn Services Vermogensbeheer B.V. 0.30% Reduce -2.2% 161,270 $41.1M
Smith Chas P & Associates Pa Cpas 2.41% Add +2.4% 159,331 $40.6M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.41% Add +1270.0% 159,331 $40.6M
Canoe Financial LP 0.75% No change 156,424 $40.5M
Susquehanna Portfolio Strategies, LLC 1.66% No change 158,269 $40.4M
Grandfield & Dodd, LLC 2.54% Add +0.0% 157,383 $40.1M
State of New Jersey Common Pension Fund D 0.17% Reduce -36.5% 150,128 $38.3M
MAI Capital Management 0.37% Add +1.7% 148,818 $38.0M
Country Trust Bank 0.94% Add +0.7% 145,616 $37.1M
Willis Investment Counsel 2.56% Add +0.1% 145,121 $37.0M
Rafferty Asset Management, LLC 0.14% Add +0.2% 142,823 $36.4M
Creative Planning 0.04% Add +9.2% 141,320 $36.0M
M&T Bank Corp 0.12% Add +21.2% 140,900 $35.9M
Capital International, Inc. 0.48% Add +4.3% 140,193 $35.8M
Woodley Farra Manion Portfolio Management Inc. 1.89% Add +0.9% 136,013 $34.8M
Voya Investment Management LLC 0.04% Reduce -8.1% 133,634 $34.1M
Berkshire Asset Management LLC 1.69% Add +5.8% 133,208 $34.0M
Polaris Capital Management, LLC 1.79% Reduce -2.5% 131,269 $33.5M
Auto-Owners Insurance Co 0.88% No change 130,000 $33.2M
Martingale Asset Management L P 0.71% Reduce -9.1% 129,083 $32.9M
Roffman Miller Associates Inc. 2.16% Add +1.3% 128,399 $32.8M
Tredje AP-fonden 0.31% Add +12.7% 126,724 $32.3M
Oppenheimer Asset Management Inc. 0.41% Add +12.6% 126,163 $32.2M
Handelsbanken Fonder AB 0.14% Reduce -9.8% 123,128 $31.4M
Susquehanna International Group, LLP 0.06% Reduce -14.5% 122,141 $31.2M
Deroy & Devereaux Private Investment Counsel Inc. 1.93% Reduce -0.8% 122,102 $31.1M
Factory Mutual Insurance Co. 0.35% Reduce -1.3% 121,800 $31.1M
Tocqueville Asset Management L.P. 0.51% Reduce -0.7% 121,446 $31.0M
Rockland Trust Co. 1.61% Reduce -0.7% 119,826 $30.6M
Sit Investment Associates Inc. 0.70% Reduce -1.1% 119,742 $30.5M
Steward Partners Investment Advisory, LLC 0.32% Add +3.0% 118,033 $30.1M
Arizona State Retirement System 0.20% Add +0.5% 117,698 $30.0M
Corebridge Financial, Inc. 0.16% — 114,783 $29.3M
Main Street Research LLC 1.92% Add +3.8% 113,820 $29.1M
State of Michigan Retirement System 0.15% Add +0.1% 111,187 $28.4M
Capital International Sarl 0.86% Add +6.9% 110,628 $28.2M
Klingenstein Fields & Co. LP 1.16% Add +0.7% 109,483 $27.9M
NorthCrest Asset Manangement, LLC 0.92% Add +0.6% 108,439 $27.7M
MetLife Investment Management, LLC 0.16% Add +14.1% 108,285 $27.6M
Bank of Nova Scotia 0.05% Reduce -7.9% 106,487 $27.2M
Mariner, LLC 0.05% Add +2.8% 104,832 $26.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.30% — 104,064 $26.5M
Pathstone Holdings, LLC 0.12% Reduce -1.0% 103,155 $26.3M
Peapack Gladstone Financial Corp. 0.40% Reduce -0.3% 101,247 $25.8M
Howland Capital Management LLC 1.23% Reduce -3.1% 100,883 $25.8M
American Century Companies Inc. 0.02% Reduce -74.9% 100,447 $25.6M
Alyeska Investment Group, L.P. 0.15% New 100,000 $25.5M
Macquarie Group Ltd. 0.03% Add +0.9% 99,098 $25.3M
Cresset Asset Management, LLC 0.10% Add +11.7% 96,411 $24.7M
First Manhattan Co. Llc. 0.08% Add +33.6% 95,913 $24.6M
PhiloSmith Capital Corp 6.87% No change 95,750 $24.4M
St Germain D J Co. Inc. 1.18% Reduce -13.4% 95,732 $24.4M
Bradley Foster & Sargent Inc. 0.44% Reduce -0.6% 95,219 $24.3M
Chartwell Investment Partners, LLC 0.84% Add +11.3% 93,430 $23.8M
Bridgewater Associates 0.12% Reduce -4.2% 93,412 $23.8M
Yousif Capital Management, LLC 0.27% Reduce -2.5% 93,335 $23.8M
Callahan Advisors, LLC 2.45% Reduce -0.7% 92,264 $23.5M
Aristotle Atlantic Partners, LLC 0.76% Reduce -18.4% 91,861 $23.4M
Brown Advisory Inc. 0.03% Reduce -1.3% 91,406 $23.3M
Varma Mutual Pension Insurance Co 0.19% Reduce -5.3% 91,321 $23.3M
Flputnam Investment Management Co. 0.43% Reduce -0.0% 90,885 $23.2M
Nisa Investment Advisors, LLC 0.14% Reduce -1.6% 89,763 $23.0M
MassMutual Private Wealth & Trust, FSB 0.70% Add +0.3% 89,981 $23.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Add +0.3% 89,192 $22.8M
Teacher Retirement System of Texas 0.13% Reduce -4.8% 89,145 $22.7M
Eagle Ridge Investment Management 2.10% Add +0.1% 89,031 $22.7M
Forsta Ap-Fonden 0.20% Reduce -9.5% 88,900 $22.7M
Chesley Taft & Associates LLC 1.13% Add +2300.8% 88,710 $22.6M
Azimuth Capital Investment Management LLC 0.92% Add +0.6% 88,350 $22.5M
Compagnie Lombard Odier SCmA 0.38% Add +6.4% 87,540 $22.3M
Gillson Capital LP 2.15% New 87,400 $22.3M
Daiichi Life Insurance Co., Ltd. 0.54% Add +215.9% 86,381 $22.0M
DDD Partners, LLC 2.54% Add +0.4% 85,984 $21.9M
Capital International Ltd. 1.01% Reduce -0.1% 85,824 $21.9M
Boston Common Asset Management, LLC 0.55% Add +316.7% 83,736 $21.4M
Gilder Gagnon Howe & Co. LLC 0.27% Reduce -1.9% 83,708 $21.4M
Man Group plc 0.06% Reduce -67.7% 83,587 $21.3M
Cullen/Frost Bankers, Inc. 0.31% Reduce -4.0% 83,377 $21.3M
Wilkins Investment Counsel Inc. 3.17% Add +1.1% 83,336 $21.3M
Anchor Capital Advisors LLC 0.59% Reduce -0.6% 82,178 $21.0M
Amalgamated Bank 0.18% Reduce -3.5% 81,931 $20.9M
Commonwealth Equity Services, LLC 0.03% Add +1.1% 81,631 $20.8M
Moran Wealth Management, LLC 0.68% Reduce -10.1% 81,310 $20.7M
USS Investment Management Ltd 0.16% Add +1.5% 80,488 $20.5M
Interval Partners, LP 0.60% Reduce -35.0% 79,880 $20.4M
LSV Asset Management 0.04% Reduce -1.4% 78,399 $20.0M
Cibc World Markets Corp. 0.13% Reduce -26.9% 77,857 $19.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +59.1% 77,766 $19.8M
Becker Capital Management Inc. 0.68% Reduce -5.6% 77,150 $19.7M
Czech National Bank 0.23% Add +8.5% 77,378 $19.7M
Payden & Rygel Investment Group 1.59% Add +20.0% 77,270 $19.7M
Payden & Rygel 1.59% Add +20.0% 77,270 $19.7M
Glenview Trust Co 0.39% Reduce -7.4% 76,867 $19.6M
Mackenzie Financial Corp. 0.03% Reduce -1.5% 75,066 $19.1M
Curi Capital, LLC 0.46% Reduce -21.7% 74,980 $19.1M
Janus Henderson Group PLC 0.01% Add +9.2% 74,190 $18.9M
Badgley Phelps Wealth Managers, LLC 0.47% Add +0.5% 73,560 $18.8M
Ingalls & Snyder LLC 0.80% Add +1.1% 72,771 $18.6M
Sanctuary Advisors, LLC 0.13% — 75,219 $18.5M
Abner Herrman & Brock LLC 2.31% Reduce -0.9% 71,624 $18.3M
Nepsis Inc. 4.87% Add +5.1% 70,802 $18.1M
Florida Trust Wealth Management Co 0.62% Reduce -2.6% 70,562 $18.0M
Oak Associates Ltd. 1.18% Reduce -0.4% 69,886 $17.8M
Osaic Holdings, Inc. 0.04% Reduce -6.8% 69,586 $17.8M
Cetera Investment Advisers 0.04% Add +8.5% 69,499 $17.7M
NewEdge Advisors, LLC 0.13% Add +0.1% 68,500 $17.5M
Prudential Financial Inc. 0.03% Reduce -27.3% 67,820 $17.3M
Unio Capital LLC 7.21% Add +9.6% 67,251 $17.2M
Connors Investor Services Inc. 1.78% Add +1.1% 66,863 $17.1M
Utah Retirement Systems 0.20% Reduce -5.3% 66,679 $17.0M
AXA S.A. 0.05% Reduce -1.6% 66,260 $16.9M
KBC Group NV 0.05% Reduce -73.3% 66,128 $16.9M
Cibc World Market Inc. 0.04% Add +855.0% 65,602 $16.7M
Assetmark, Inc. 0.05% Add +6.6% 63,739 $16.3M
SG Americas Securities, LLC 0.10% Reduce -37.6% 63,600 $16.2M
O'shaughnessy Asset Management, LLC 0.17% Add +12.5% 63,442 $16.2M
River Road Asset Management, LLC 0.23% Reduce -4.2% 63,412 $16.2M
Gradient Investments LLC 0.36% Reduce -4.4% 62,900 $16.0M
Asset Advisors Investment Management, LLC 1.73% Add +6.4% 62,314 $15.9M
TCV Trust & Wealth Management, Inc. 1.47% Reduce -2.1% 60,222 $15.4M
CIBC Asset Management Inc 0.05% Reduce -4.0% 59,397 $15.2M
Guggenheim Capital LLC 0.11% Reduce -23.7% 59,193 $15.1M
Pittenger & Anderson Inc. 0.61% Add +2.2% 57,750 $14.7M
Amplius Wealth Advisors, LLC 1.63% Add +11.3% 57,525 $14.7M
Avantax Advisory Services, Inc. 0.10% Add +34.7% 57,343 $14.6M
Eagle Rock Investment Company, LLC 2.64% Add +0.1% 57,202 $14.6M
Beese Fulmer Investment Management, Inc. 1.32% Add +1.8% 57,013 $14.5M
Nemes Rush Group LLC 1.99% Add +2.4% 56,799 $14.5M
Kanawha Capital Management LLC 1.13% Add +2.6% 56,307 $14.4M
Captrust Financial Advisors 0.05% Reduce -3.9% 56,291 $14.4M
Xponance LLC 0.15% Reduce -2.5% 56,138 $14.3M
New York Life Investment Management LLC 0.14% Add +0.7% 55,738 $14.2M
Blair William & Co. 0.04% Add +53.1% 55,576 $14.2M
Ethic Inc. 0.33% Add +41.1% 55,132 $14.1M
LS Investment Advisors, LLC 2.19% Reduce -2.6% 54,914 $14.0M
Capital Group Private Client Services, Inc. 0.14% Reduce -9.2% 54,629 $13.9M
WASHINGTON TRUST Co 0.51% Reduce -2.3% 54,338 $13.9M
Lockheed Martin Investment Management Co. 0.80% Add +83.0% 53,890 $13.7M
Torray Investment Partners LLC 2.04% Add +0.4% 53,622 $13.7M
SouthState Bank Corp 0.99% Add +5.7% 52,912 $13.5M
Kestra Advisory Services, LLC 0.07% Add +43.1% 52,009 $13.3M
Twin Tree Management, LP 0.39% New 51,946 $13.3M
Brown Brothers Harriman & Co. 0.10% Reduce -16.6% 51,754 $13.2M
CCM Investment Advisers LLC 1.55% Add +0.2% 51,630 $13.2M
PGGM Investments 0.19% Add +2.1% 51,346 $13.1M
Mutual of America Capital Management LLC 0.14% Reduce -3.6% 51,206 $13.1M
Talbot Financial, LLC 1.68% Add +1.4% 51,153 $13.0M
Mercer Global Advisors Inc. 0.04% Reduce -1.8% 51,110 $13.0M
Schonfeld Strategic Advisors LLC 0.10% Reduce -71.1% 50,886 $13.0M
NorthCoast Asset Management LLC 0.11% Add +14.9% 50,579 $12.9M
ING Groep NV 0.08% Reduce -1.7% 50,224 $12.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +4.7% 49,698 $12.7M
Camden National Bank 1.94% Add +16.4% 49,287 $12.6M
Dupont Capital Management Corp. 1.09% No change 49,080 $12.5M
QRG Capital Management, Inc. 0.15% Add +1.9% 48,975 $12.5M
Mediolanum International Funds Ltd 0.20% Reduce -3.9% 51,005 $12.5M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -3.5% 48,727 $12.4M
Nissay Asset Management Corp. /Japan 0.08% Add +2.1% 48,562 $12.4M
UMB Bank, n.a. 0.20% Reduce -1.7% 48,404 $12.3M
State of Alaska, Department of Revenue 0.14% Reduce -12.2% 48,404 $12.3M
Fogel Capital Management, Inc. 6.39% Add +1.0% 47,046 $12.0M
Nomura Holdings Inc. 0.08% Add +1348.2% 46,850 $12.0M
First Merchants Corp. 0.48% Reduce -1.9% 46,806 $11.9M
Raymond James Trust N.A. 0.28% Reduce -0.4% 46,748 $11.9M
Beacon Pointe Advisors, LLC 0.14% Reduce -3.7% 46,643 $11.9M
Railway Pension Investments Ltd 0.14% Add +5.7% 46,300 $11.8M
Estabrook Capital Management 1.82% Reduce -1.3% 46,210 $11.8M
Daiwa Securities Group Inc. 0.06% Add +5.3% 45,531 $11.6M
Atria Investments, Inc 0.15% Add +17.4% 45,267 $11.5M
Bailard, Inc. 0.31% Reduce -1.1% 44,734 $11.4M
Benjamin F. Edwards & Company, Inc. 0.20% Add +8.4% 44,453 $11.3M
Hunter Perkins Capital Management, LLC 2.38% Add +2.1% 44,293 $11.3M
CSM Advisors, LLC 0.79% Reduce -2.2% 43,486 $11.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 43,289 $11.0M
Diversified Trust Co. 0.31% Reduce -1.1% 43,284 $11.0M
Eagle Asset Management Inc. 0.06% Add +69.3% 43,100 $11.0M
Zevin Asset Management LLC 1.71% Reduce -9.0% 41,518 $10.6M
First Horizon Advisors, Inc. 0.32% Add +0.2% 41,177 $10.5M
Shikiar Asset Management Inc. 3.07% Reduce -6.0% 41,071 $10.5M
FourThought Financial Partners, LLC 1.34% Add +1.6% 40,915 $10.4M
Gulf International Bank (UK) Ltd 0.26% Add +0.1% 40,525 $10.3M
Allspring Global Investments Holdings, LLC 0.02% Reduce -19.2% 40,443 $10.3M
Wealthfront Advisers LLC 0.03% Add +3.4% 40,395 $10.3M
Hamel Associates, Inc. 3.21% Add +1.5% 39,913 $10.2M
Employees Retirement System of Texas 0.11% No change 39,604 $10.1M
&partners 0.44% Add +711.7% 39,295 $10.0M
Crawford Investment Counsel Inc. 0.19% Reduce -64.9% 38,939 $9.9M
Calamos Wealth Management LLC 0.54% Add +2.1% 38,861 $9.9M
Mattern Capital Management, LLC 1.37% Reduce -1.0% 38,838 $9.9M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -50.1% 37,419 $9.8M
Pacer Advisors, Inc. 0.02% Add +2.0% 38,052 $9.7M
TD Waterhouse Canada Inc. 0.09% Add +26.1% 37,460 $9.6M
Carnegie Investment Counsel 0.30% Add +23.7% 37,380 $9.5M
Rowlandmiller & Partners.adv 2.07% Add +0.3% 37,236 $9.5M
Orion Porfolio Solutions, LLC 0.10% Reduce -4.0% 37,180 $9.5M
Orion Portfolio Solutions, LLC 0.10% Reduce -4.0% 37,180 $9.5M
Tufton Capital Management 1.83% Reduce -0.7% 36,823 $9.4M
Keybank National Association 0.04% Add +2.5% 36,259 $9.2M
Vanguard Personalized Indexing Management, LLC 0.17% Add +16.3% 35,974 $9.2M
Independent Advisor Alliance 0.31% Reduce -21.5% 35,816 $9.1M
Transform Wealth, LLC 0.68% Add +1.8% 35,442 $9.1M
Allianz SE 0.27% Add +9.5% 35,520 $9.1M
Hi-Line Capital Management, LLC 3.79% Reduce -4.9% 35,263 $9.0M
McRae Capital Management Inc. 2.04% Add +163.8% 35,134 $9.0M
Ieq Capital, LLC 0.12% Add +5.3% 35,054 $8.9M
Bright Rock Capital Management, LLC 1.88% No change 35,000 $8.9M
Oregon Public Employees Retirement Fund 0.18% Add +0.8% 34,888 $8.9M
MML Investors Services, LLC 0.04% Reduce -12.2% 34,719 $8.9M
Gotham Asset Management 0.11% Add +11.7% 34,627 $8.8M
Elo Mutual Pension Insurance Co 0.20% Reduce -8.1% 34,259 $8.7M
Tritonpoint Wealth, LLC 0.84% Reduce -0.8% 34,052 $8.7M
Walleye Capital LLC 0.10% Reduce -0.8% 33,669 $8.6M
Verdence Capital Advisors LLC 0.75% Add +2.9% 32,931 $8.4M
Lowe Brockenbrough & Co. Inc. 0.55% Reduce -0.4% 32,450 $8.3M
Core Alternative Capital 1.65% Reduce -10.3% 32,449 $8.3M
Nicholas Company, Inc. 0.14% Reduce -0.0% 31,880 $8.1M
Woodmont Investment Counsel LLC 0.66% Add +3.7% 31,751 $8.1M
Cyndeo Wealth Partners, LLC 0.63% Add +1.3% 31,444 $8.0M
Mizuho Securities USA LLC 0.18% New 31,310 $8.0M
Great Valley Advisor Group, Inc. 0.22% Add +15.1% 31,180 $8.0M
Kestra Private Wealth Services, LLC 0.16% Reduce -2.3% 31,093 $7.9M
ABN AMRO Bank N.V. 0.12% Add +1.3% 30,470 $7.9M
Kentucky Retirement Systems 0.23% Reduce -0.6% 30,599 $7.8M
Weybosset Research & Management LLC 2.90% New 30,378 $7.7M
Northwest & Ethical Investments L.P. 0.22% Reduce -41.3% 30,375 $7.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.60% Add +0.7% 30,221 $7.7M
Synovus Financial Corp. 0.10% Add +1.2% 30,206 $7.7M
HB Wealth Management, LLC 0.09% Add +2.4% 30,137 $7.7M
Fiduciary Trust Co 0.12% Reduce -1.1% 30,119 $7.7M
Alaska Permanent Fund Corp 0.11% Reduce -3.7% 27,751 $7.6M
Cullen Investment Group, LTD. 1.21% Add +3.8% 29,801 $7.6M
MBB Public Markets I LLC 0.16% Add +2580.8% 29,650 $7.6M
Evergreen Capital Management LLC 0.27% Add +0.8% 29,398 $7.5M
Meiji Yasuda Asset Management Co Ltd. 0.30% Add +5.0% 29,259 $7.5M
Andra AP-fonden 0.13% New 29,200 $7.4M
SlateStone Wealth, LLC 0.80% Reduce -26.6% 29,036 $7.4M
Evexia Wealth LLC 2.73% Reduce -1.1% 27,791 $7.3M
Harrell Investment Partners, LLC 2.10% Reduce -1.2% 28,286 $7.2M
Channing Capital Management, LLC 0.20% Reduce -7.6% 28,191 $7.2M
Woodstock Corp. 0.72% Reduce -0.1% 27,803 $7.1M
Kesler, Norman & Wride, LLC 1.47% Reduce -3.6% 27,239 $6.9M
Oppenheimer & Co. Inc. 0.11% Add +2.5% 26,594 $6.8M
Regency Capital Management Inc.\DE 4.37% Add +128.9% 26,592 $6.8M
Stokes Capital Advisors, LLC 1.86% Reduce -3.4% 26,206 $6.7M
Verition Fund Management LLC 0.06% Add +4.7% 26,128 $6.7M
Hartford Investment Management Co. 0.23% Reduce -0.7% 26,068 $6.6M
Focus Partners Wealth 0.02% Add +128.8% 26,064 $6.6M
Janney Capital Management LLC 0.47% Reduce -0.8% 25,912 $6.6M
Prudential PLC 0.05% Add +48.0% 25,863 $6.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.9% 25,696 $6.6M
Lido Advisors, LLC 0.05% Add +12.1% 25,200 $6.5M
Bessemer Group Inc. 0.01% Reduce -30.6% 25,066 $6.4M
Dana Investment Advisors, Inc. 0.22% Add +0.2% 25,066 $6.4M
American Assets Investment Management, LLC 0.60% No change 25,000 $6.4M
Mizuho Markets Americas LLC 0.17% Reduce -40.0% 24,864 $6.3M
Prana Capital Management, LP 0.30% Reduce -82.8% 24,651 $6.3M
Douglas Lane & Associates, LLC 0.09% Reduce -9.3% 24,633 $6.3M
Daymark Wealth Partners, LLC 0.29% Add +15.1% 24,601 $6.3M
Quadrature Capital Ltd 0.10% Reduce -59.3% 24,353 $6.2M
Graypoint LLC 0.43% Reduce -23.3% 24,255 $6.2M
Tower Research Capital LLC (TRC) 0.10% Add +34.1% 24,200 $6.2M
Van Cleef Asset Management,Inc 0.77% Add +0.8% 23,989 $6.1M
Crossmark Global Holdings, Inc. 0.12% Reduce -7.8% 23,762 $6.1M
Northwest Bancshares, Inc. 1.02% Reduce -6.4% 23,582 $6.0M
Siemens Fonds Invest GmbH 0.45% Add +0.3% 23,535 $6.0M
Securian Asset Management, Inc. 0.17% Reduce -2.2% 23,348 $6.0M
Kintegral Advisory, LLC 0.57% Add +13.2% 23,190 $5.9M
River Wealth Advisors LLC 0.84% Add +3.6% 23,055 $5.9M
Louisiana State Employees Retirement System 0.11% Reduce -2.5% 23,000 $5.9M
Benedict Financial Advisors Inc. 1.48% Reduce -0.9% 22,915 $5.8M
CI Investments Inc. 0.02% Reduce -8.9% 22,834 $5.8M
Advocate Group LLC 1.17% Add +1.4% 22,748 $5.8M
Alps Advisors Inc. 0.04% No change 22,729 $5.8M
Brady Family Wealth, LLC 1.87% Add +0.1% 22,677 $5.8M
Farmers Trust Co. 1.14% Reduce -5.1% 22,037 $5.6M
Stonegate Investment Group, LLC 0.16% Reduce -1.8% 21,983 $5.6M
Banco Santander, S.A. 0.07% Reduce -18.5% 21,698 $5.5M
Bar Harbor Wealth Management 0.36% Reduce -3.6% 21,526 $5.5M
Venture Visionary Partners LLC 0.26% Add +291.7% 21,424 $5.5M
Selway Asset Management 2.22% Add +0.9% 21,292 $5.4M
Meiji Yasuda Life Insurance Co 0.11% Add +5.7% 20,982 $5.4M
Lanark Financial, Inc. 0.48% Add +6.4% 20,687 $5.3M
Illinois Municipal Retirement Fund 0.08% Reduce -68.8% 20,668 $5.3M
Quantinno Capital Management LP 0.09% Add +38.0% 20,552 $5.2M
New Mexico Educational Retirement Board 0.18% No change 20,537 $5.2M
Berger Financial Group, Inc 0.42% Reduce -0.2% 20,492 $5.2M
Credit Agricole S A 0.03% Reduce -36.6% 20,414 $5.2M
Trust Co. of Vermont 0.28% Reduce -3.3% 20,368 $5.2M
Advisory Services Network, LLC 0.11% Reduce -32.2% 20,156 $5.1M
S&co Inc. 0.36% No change 20,054 $5.1M
Middleton & Co. Inc. 0.59% Reduce -0.4% 19,944 $5.1M
Cornerstone Advisors, LLC 0.21% Reduce -11.6% 19,900 $5.1M
Vontobel Holding Ltd. 0.02% Reduce -31.7% 19,826 $5.1M
Achmea Investment Management B.V. 0.09% Add +314.5% 19,596 $5.0M
Demars Financial Group, LLC 2.39% Add +2.8% 19,587 $5.0M
Princeton Global Asset Management LLC 1.08% Add +5.8% 19,258 $4.9M
Scissortail Wealth Management, LLC 1.25% Add +0.1% 19,240 $4.9M
Swiss Life Asset Management Ltd 0.06% Reduce -13.2% 19,127 $4.9M
Point72 Europe (London) LLP 0.41% Reduce -66.5% 19,100 $4.9M
Berry Wealth Group, LP 3.89% Add +0.9% 19,073 $4.9M
Apollon Wealth Management, LLC 0.15% Add +3.7% 19,015 $4.9M
Capital Group Investment Management Pte. LTD. 1.03% Add +1.3% 18,729 $4.8M
Horizon Investment Services, LLC 2.24% Add +1.8% 18,665 $4.8M
Metis Global Partners, LLC 0.16% Add +0.5% 18,502 $4.7M
Cincinnati Specialty Underwriters Insurance CO 1.41% No change 18,426 $4.7M
Perkins Coie Trust Co 1.09% Reduce -2.6% 18,398 $4.7M
First National Bank of Omaha 0.31% Add +21.8% 18,391 $4.7M
XXEC, Inc. 3.61% New 18,335 $4.7M
Wesbanco Bank Inc. 0.17% Reduce -4.2% 18,316 $4.7M
Greenleaf Trust 0.04% Add +0.8% 18,280 $4.7M
Wolverine Trading, LLC 0.08% New 18,218 $4.6M
Assenagon Asset Management S.A. 0.01% Reduce -8.6% 18,132 $4.6M
Trajan Wealth LLC 0.29% Reduce -0.8% 17,662 $4.5M
Concorde Financial Corp 2.95% Add +2.1% 17,529 $4.5M
Federation des caisses Desjardins du Quebec 0.02% Reduce -12.7% 17,488 $4.5M
Citadel Advisors 0.00% Add +2742.5% 17,453 $4.5M
Whittier Trust Co. 0.06% Add +0.8% 17,396 $4.4M
Westbourne Investment Advisors, Inc. 1.60% Reduce -0.3% 17,291 $4.4M
DAVENPORT & Co LLC 0.03% Reduce -92.6% 17,229 $4.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -4.3% 17,058 $4.4M
Ossiam 0.08% Reduce -7.5% 17,048 $4.3M
Dakota Wealth Management 0.10% Add +219.6% 16,941 $4.3M
NovaPoint Capital, LLC 1.46% Add +1.6% 16,910 $4.3M
Concurrent Investment Advisors, LLC 0.14% Add +21.4% 16,867 $4.3M
Liberty Capital Management, Inc. 1.02% Add +0.6% 16,782 $4.3M
United Capital Financial Advisors, LLC 0.04% Reduce -26.0% 16,767 $4.3M
Highland Capital Management, LLC 0.25% Reduce -24.9% 16,698 $4.3M
Rock Point Advisors, LLC 1.28% Reduce -20.3% 16,691 $4.3M
Central Bank & Trust Co. 0.59% Reduce -0.2% 16,652 $4.2M
Ipswich Investment Management Co., Inc. 0.99% Reduce -1.3% 16,577 $4.2M
Beacon Bank & Trust 1.05% Reduce -2.2% 16,395 $4.2M
Plimoth Trust Co. LLC 1.12% Reduce -0.7% 16,394 $4.2M
Corbyn Investment Management Inc. 1.92% Reduce -0.9% 16,350 $4.2M
Citizens National Bank Trust Department 0.93% Add +0.3% 16,333 $4.2M
SPC Financial, Inc. 0.39% Add +1.0% 16,312 $4.2M
First Trust Direct Indexing L.P. 0.26% Add +20.7% 16,309 $4.2M
Stonebrook Private Inc. 1.18% Add +10.3% 16,136 $4.1M
Virginia Wealth Management Group, Inc. 3.74% Reduce -0.5% 16,058 $4.1M
ExodusPoint Capital Management, LP 0.04% Reduce -69.2% 16,035 $4.1M
Comprehensive Financial Consultants Institutional, Inc. 1.60% Add +6.7% 15,983 $4.1M
Squarepoint Ops LLC 0.02% Reduce -92.0% 15,943 $4.1M
Radnor Capital Management, LLC 1.24% Reduce -7.1% 15,907 $4.1M
Coastline Trust Co 0.47% Reduce -0.8% 15,867 $4.0M
Legacy Wealth Management, LLC / MS 1.71% No change 15,828 $4.0M
Cox Capital Mgt LLC 2.42% Reduce -2.0% 15,705 $4.0M
Park Avenue Securities LLC 0.05% Add +24.5% 15,692 $4.0M
Vinva Investment Management Ltd 0.20% Add +17.9% 15,195 $4.0M
CHICAGO TRUST Co NA 0.80% Reduce -1.7% 15,484 $3.9M
Boit C F David 2.04% No change 15,365 $3.9M
Fisher Asset Management 0.00% Add +20.7% 15,290 $3.9M
Pinnacle Associates Ltd. 0.06% Reduce -10.3% 15,180 $3.9M
Savant Capital, LLC 0.04% Add +0.8% 15,089 $3.8M
Cincinnati Indemnity Co. 10.32% No change 15,047 $3.8M
Ar Asset Management Inc. 0.93% No change 14,906 $3.8M
Financial Advisory Partners, LLC 1.42% Reduce -3.6% 14,866 $3.8M
Thomasville National Bank 0.30% Reduce -0.1% 14,623 $3.7M
U.S. Capital Wealth Advisors, LLC 0.14% Reduce -5.4% 14,534 $3.7M
Romano Brothers and Company 0.51% Reduce -10.3% 14,532 $3.7M
Rwa Wealth Partners, LLC 0.05% Add +7.5% 14,488 $3.7M
Community Bank, N.A. 0.48% Add +2.9% 14,434 $3.7M
Norinchukin Bank, The 0.10% Add +1.3% 14,368 $3.7M
New Hampshire Trust 0.83% Add +0.5% 14,329 $3.7M
Weil Company, Inc. 1.33% Add +0.6% 14,264 $3.6M
Somerset Trust Co 1.49% Reduce -0.3% 14,244 $3.6M
Johnson Investment Counsel Inc. 0.04% Reduce -1.4% 14,183 $3.6M
Wintrust Investments LLC 0.29% Add +1.0% 14,101 $3.6M
New Vernon Investment Management LLC 4.66% Reduce -50.0% 14,071 $3.6M
Summit Financial, LLC 0.16% Add +58.1% 14,012 $3.6M
First National Advisers, LLC 0.65% Add +2.4% 13,899 $3.5M
Heritage Wealth Management, Inc. 1.18% — 13,957 $3.5M
KCM Investment Advisors LLC 0.13% Reduce -0.2% 13,796 $3.5M
Virtu Financial LLC 0.24% Add +799.4% 13,752 $3.5M
South Dakota Investment Council 0.07% Reduce -0.1% 13,714 $3.5M
Twin Capital Management Inc. 0.41% Reduce -12.1% 13,589 $3.5M
Atria Wealth Solutions, Inc. 0.04% Reduce -2.1% 13,512 $3.5M
Investment Research & Advisory Group, Inc. 1.53% Reduce -0.3% 13,532 $3.5M
Y-Intercept (Hong Kong) Ltd 0.19% Add +34.3% 13,497 $3.4M
Level Four Advisory Services, LLC 0.15% Add +3.1% 13,477 $3.4M
Vident Advisory, LLC 0.09% Add +0.9% 13,465 $3.4M
Unison Advisors LLC 0.43% Add +0.3% 13,415 $3.4M
Nicollet Investment Management, Inc. 1.28% Reduce -1.4% 13,444 $3.4M
Delta Capital Management LLC 2.10% Reduce -0.1% 13,437 $3.4M
Marble Harbor Investment Counsel, LLC 0.40% Add +0.4% 13,431 $3.4M
Cwm, LLC 0.02% Add +21.4% 13,425 $3.4M
Praxis Investment Management Inc. 0.24% No change 13,700 $3.4M
Lombard Odier Asset Management (Switzerland) SA 0.34% New 13,212 $3.4M
Confluence Wealth Services, Inc. 0.27% Add +8.8% 13,192 $3.4M
NEOS Investment Management LLC 0.14% Add +43.3% 13,180 $3.4M
Kentucky Retirement Systems Insurance Trust Fund 0.23% Reduce -2.1% 13,097 $3.3M
Horiko Capital Management LLC 0.95% Add +2.4% 12,961 $3.3M
Prospera Financial Services Inc 0.09% Add +1.0% 13,087 $3.3M
XTX Topco Ltd 0.28% New 13,043 $3.3M
Intech Investment Management LLC 0.04% Add +16.8% 13,018 $3.3M
Karpas Strategies, LLC 1.04% No change 13,015 $3.3M
Bristlecone Advisors, LLC 0.28% Reduce -11.8% 13,005 $3.3M
Private Advisor Group, LLC 0.02% Add +21.2% 12,853 $3.3M
Patten Group, Inc. 0.77% Reduce -0.6% 12,815 $3.3M
Qube Research & Technologies Ltd 0.01% Reduce -97.3% 12,745 $3.3M
Wunderlich Capital Managemnt 1.45% Reduce -0.2% 12,736 $3.2M
MV Capital Management, Inc. 0.37% Add +0.8% 12,732 $3.2M
Northcape Wealth Management, LLC 1.17% Add +0.2% 12,713 $3.2M
Brown Miller Wealth Management, LLC 1.34% Add +0.4% 12,662 $3.2M
Van Eck Associates Corp. 0.00% Add +5.6% 12,651 $3.2M
Brendel Financial Advisors LLC 2.05% Reduce -17.0% 12,645 $3.2M
GoodHaven Capital Management, LLC 1.20% Add +253.5% 12,550 $3.2M
Tidal Investments LLC 0.04% Reduce -8.4% 12,497 $3.2M
Hanson & Doremus Investment Management 0.53% Add +7.3% 12,357 $3.2M
Regent Peak Wealth Advisors LLC 0.72% Add +1.5% 1,235 $3.2M
Choreo, LLC 0.05% Add +593.6% 12,353 $3.1M
Jackson Square Capital, LLC 0.77% Reduce -0.7% 12,314 $3.1M
Bokf, NA 0.06% Reduce -0.3% 12,293 $3.1M
Clearstead Advisors, LLC 0.05% Add +36.6% 12,125 $3.1M
Vista Investment Partners LLC 1.03% Add +1.1% 12,107 $3.1M
Texas Yale Capital Corp. 0.15% Add +0.9% 12,102 $3.1M
Trexquant Investment LP 0.05% Add +60.4% 12,098 $3.1M
Park National Corp. 0.11% Reduce -43.4% 11,785 $3.0M
First National Trust Co 0.12% Reduce -2.9% 11,759 $3.0M
LVW Advisors, LLC 0.44% Add +3.7% 11,714 $3.0M
Sandler Capital Management 0.59% Reduce -68.6% 11,700 $3.0M
Leuthold Group, LLC 0.34% Reduce -0.9% 11,596 $3.0M
Compass Wealth Management LLC 0.72% Add +16.7% 11,502 $2.9M
Acadian Asset Management LLC 0.01% New 11,498 $2.9M
Caprock Group, LLC 0.12% Add +104.0% 11,427 $2.9M
Prio Wealth Limited Partnership 0.09% Reduce -0.7% 11,346 $2.9M
Slow Capital, Inc. 0.47% Reduce -9.7% 11,309 $2.9M
United Services Automobile Association 0.07% Reduce -4.9% 11,269 $2.9M
Phoenix Wealth Advisors 1.44% Reduce -7.4% 11,268 $2.9M
1832 Asset Management L.P. 0.01% Reduce -26.8% 11,268 $2.9M
Principal Securities, Inc. 0.08% Add +2.5% 11,052 $2.8M
Accurate Wealth Management, LLC 0.68% Add +1.6% 10,834 $2.8M
Second Half Financial Partners, LLC 2.25% Reduce -2.3% 11,037 $2.8M
Main Street Financial Solutions, LLC 0.26% Reduce -0.0% 11,013 $2.8M
Moors & Cabot, Inc. 0.15% Add +3.6% 10,980 $2.8M
Hamilton Capital Partners Inc. 0.30% Add +1.1% 10,900 $2.8M
Cary Street Partners Investment Advisory LLC 0.11% Add +8.2% 10,818 $2.8M
Legacy Private Trust Co. 0.20% Add +0.9% 10,804 $2.8M
OneDigital Investment Advisors LLC 0.03% Add +21.4% 10,788 $2.8M
Mattern Wealth Management LLC 0.66% Reduce -6.3% 10,778 $2.7M
Occidental Asset Management, LLC 0.48% Add +5.8% 10,722 $2.7M
Tiaa Trust, National Association 0.01% Reduce -5.0% 10,683 $2.7M
Nations Financial Group Inc, /Ia/ 0.22% Add +8.5% 10,670 $2.7M
Private Trust Co. NA 0.29% Add +2.9% 10,573 $2.7M
HMS Capital Management, LLC 1.40% Add +8.7% 10,563 $2.7M
Maxwell Wealth Strategies Inc. 1.32% Reduce -0.4% 10,539 $2.7M
LMG Wealth Partners, LLC 0.67% Add +464.9% 10,519 $2.7M
Geneos Wealth Management Inc. 0.12% Add +1.9% 10,371 $2.6M
Ameritas Investment Partners, Inc. 0.09% Reduce -3.0% 10,279 $2.6M
Pictet North America Advisors SA 0.28% Add +18.4% 10,260 $2.6M
apricus wealth, LLC 1.86% Reduce -18.5% 10,239 $2.6M
CFS Investment Advisory Services, LLC 0.21% Reduce -2.7% 10,195 $2.6M
IFG Advisory, LLC 0.17% Add +2.7% 10,163 $2.6M
Naples Money Management LLC 2.19% New 10,100 $2.6M
Griffin Asset Management, Inc. 0.30% Add +0.7% 10,062 $2.6M
Moneta Group Investment Advisors LLC 0.04% Add +4.1% 10,042 $2.6M
Gabelli Funds LLC 0.02% Add +9.9% 10,005 $2.6M
West Michigan Advisors, LLC 0.81% Add +3.3% 9,917 $2.5M
Nelson Capital Management, LLC 0.45% Add +1.8% 9,844 $2.5M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -9.8% 9,802 $2.5M
Bowman & Co S.C. 1.46% Add +11.2% 9,821 $2.5M
Dynamic Advisor Solutions LLC 0.08% Reduce -7.7% 9,817 $2.5M
Marathon Capital Management 0.64% Reduce -1.8% 9,785 $2.5M
SVB Wealth LLC 0.06% Reduce -13.1% 9,734 $2.5M
HighPoint Advisor Group LLC 0.15% Add +18.0% 8,972 $2.5M
Lantz Financial LLC 0.77% Reduce -0.2% 9,730 $2.5M
Obermeyer Wealth Partners 0.14% No change 9,670 $2.5M
Nkcfo LLC 1.34% New 9,650 $2.5M
Stephens Inc. 0.04% Add +2.9% 9,616 $2.5M
Empowered Funds, LLC 0.04% Add +77.6% 9,587 $2.4M
Portland Global Advisors LLC 0.33% Add +5.2% 9,565 $2.4M
Nilsine Partners, LLC 0.33% Add +3.2% 9,534 $2.4M
First Hawaiian Bank 0.08% Reduce -1.1% 9,532 $2.4M
Teza Capital Management LLC 0.30% Reduce -63.8% 9,531 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -2.1% 9,530 $2.4M
New Potomac Partners, LLC 1.33% Add +0.1% 9,505 $2.4M
Citizens Financial Group Inc. 0.05% Add +255.4% 9,444 $2.4M
Schechter Investment Advisors, LLC 0.18% Reduce -0.6% 9,455 $2.4M
Wright Investors Service Inc. 0.63% Add +1.1% 9,443 $2.4M
Round Rock Advisors LLC 0.58% Add +5.9% 9,417 $2.4M
Stoneridge Investment Partners LLC 0.90% Add +142.9% 9,374 $2.4M
Mission Wealth Management, LP 0.06% Reduce -1.7% 9,295 $2.4M
Oakview Capital Management, L.P. 7.45% Reduce -59.6% 9,286 $2.4M
Allworth Financial LP 0.02% Add +2.6% 9,100 $2.4M
KKM Financial LLC 1.12% Add +0.9% 9,165 $2.4M
Banque Cantonale Vaudoise 0.09% Add +17.3% 9,205 $2.3M
NBT Bank, N.A. 0.17% Reduce -1.8% 9,190 $2.3M
Haverford Trust Co 0.02% Add +0.2% 9,190 $2.3M
Exencial Wealth Advisors, LLC 0.09% Add +7.3% 9,174 $2.3M
Cohen Klingenstein LLC 0.08% No change 9,120 $2.3M
SpiderRock Advisors, LLC 0.06% Add +14.2% 9,092 $2.3M
Platform Technology Partners 0.80% — 9,065 $2.3M
Walleye Trading LLC 0.05% Reduce -42.1% 9,032 $2.3M
NJ State Employees Deferred Compensation Plan 0.29% No change 9,028 $2.3M
Meeder Advisory Services, Inc. 0.16% Add +54.4% 9,008 $2.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.19% Add +100.0% 9,000 $2.3M
Argyle Capital Management, LLC 0.94% Reduce -1.0% 8,994 $2.3M
Smith Salley Wealth Management 0.16% Add +1.4% 8,972 $2.3M
Peterson Wealth Services 0.80% Add +2.9% 8,954 $2.3M
Investment Management Corp of Ontario 0.06% Add +34.7% 8,929 $2.3M
Advisors Asset Management, Inc. 0.04% Reduce -26.5% 8,897 $2.3M
American Trust 0.18% Reduce -6.0% 8,756 $2.2M
Criterion Capital Advisors, LLC 1.39% Add +4.9% 8,683 $2.2M
Thoroughbred Financial Services, LLC 0.15% Add +37.4% 8,664 $2.2M
Ostrum Asset Management 0.19% Reduce -7.2% 8,654 $2.2M
Meridian Investment Counsel Inc. 0.69% No change 8,603 $2.2M
Avitas Wealth Management LLC 0.32% Add +0.3% 8,591 $2.2M
Prime Capital Investment Advisors, LLC 0.03% Reduce -10.9% 8,590 $2.2M
Douglass Winthrop Advisors, LLC 0.04% Add +2.4% 8,575 $2.2M
Ballentine Partners, LLC 0.04% Reduce -0.7% 8,545 $2.2M
GMO 0.01% Add +628.1% 8,541 $2.2M
Integrated Wealth Concepts LLC 0.03% Add +0.5% 8,478 $2.2M
Bleakley Financial Group, LLC 0.06% Reduce -0.8% 8,422 $2.1M
Hyman Charles D 0.12% No change 8,400 $2.1M
Argent Trust Co 0.09% Add +1.5% 8,393 $2.1M
Simplicity Wealth,LLC 0.05% Reduce -0.8% 8,390 $2.1M
Pinnacle Financial Partners Inc 0.05% Add +2.1% 8,296 $2.1M
Mirabella Financial Services LLP 0.18% Add +2.3% 8,309 $2.1M
Mgo One Seven LLC 0.10% Add +10.8% 8,277 $2.1M
Mount Lucas Management LP 0.75% New 8,277 $2.1M
Epoch Investment Partners, Inc. 0.01% Reduce -6.7% 8,255 $2.1M
A. D. Beadell Investment Counsel, Inc. 1.76% Reduce -3.0% 8,235 $2.1M
Alpha DNA Investment Management LLC 1.17% Reduce -51.0% 8,117 $2.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.85% Add +8.3% 8,100 $2.1M
Panagora Asset Management Inc. 0.01% Add +18.9% 8,064 $2.1M
J.W. Cole Advisors, Inc. 0.10% Add +195.3% 8,055 $2.1M
Advent Capital Management 3.66% No change 8,000 $2.0M
HM Payson & Co. 0.04% Add +44.4% 7,998 $2.0M
Dividend Assets Capital, LLC 0.41% Add +1.9% 7,961 $2.0M
Naples Global Advisors, LLC 0.20% Add +0.1% 7,922 $2.0M
Fort Washington Investment Advisors Inc. 0.01% Reduce -2.0% 7,918 $2.0M
GTS Securities LLC 0.04% Add +854.9% 7,916 $2.0M
Alaethes Wealth, LLC 0.83% Add +2.3% 7,886 $2.0M
Neville Rodie & Shaw Inc. 0.15% No change 7,899 $2.0M
Faithward Advisors, LLC 0.36% Add +1.2% 7,884 $2.0M
First Trust Investment Solutions L.P. 0.28% Add +0.1% 7,855 $2.0M
Vestcor Inc 0.07% No change 7,779 $2.0M
Lederer & Associates Investment Counsel 1.43% Reduce -15.6% 7,734 $2.0M
Perpetual Ltd 0.02% Add +53.8% 7,716 $2.0M
Burney Co./ 0.07% Reduce -0.9% 7,691 $2.0M
Portfolio Design Labs, LLC 0.60% Add +18.0% 7,603 $1.9M
JT Stratford LLC 0.36% Add +15.1% 7,603 $1.9M
Merit Financial Group, LLC 0.04% Add +3.8% 7,600 $1.9M
Cordgrass Capital Advisors, LLC 0.61% Reduce -2.0% 7,557 $1.9M
Ritholtz Wealth Management 0.06% Add +2.2% 7,545 $1.9M
Parkside Financial Bank & Trust 0.30% Add +0.5% 7,516 $1.9M
Inscription Capital, LLC 0.31% Add +4.3% 7,515 $1.9M
Bowen Hanes & Co. Inc. 0.05% Add +2.3% 7,497 $1.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 7,270 $1.9M
Herold Advisors, Inc. 0.43% No change 7,367 $1.9M
Security National Bank 0.27% Add +0.6% 7,366 $1.9M
D. E. Shaw & Co. 0.00% Reduce -59.6% 7,334 $1.9M
Central Valley Advisors, LLC 0.80% Reduce -0.0% 7,337 $1.9M
Groupama Asset Managment 0.03% Reduce -28.8% 14,652 $1.9M
Qtron Investments LLC 0.27% No change 7,266 $1.9M
Fulton Bank, N.A. 0.07% Reduce -14.1% 7,255 $1.9M
Claro Advisors Inc. 0.29% Add +0.1% 7,236 $1.8M
Aries Wealth Management 0.58% Reduce -0.4% 7,218 $1.8M
NewEdge Wealth, LLC 0.04% Reduce -22.4% 7,200 $1.8M
Lincoln Capital LLC 0.41% No change 7,153 $1.8M
Lester Murray Antman dba SimplyRich 0.57% Add +0.6% 7,065 $1.8M
TFG Advisers LLC 0.70% Add +1.5% 7,043 $1.8M
Snowden Capital Advisors LLC 0.05% Reduce -0.5% 6,989 $1.8M
Sequoia Financial Advisors, LLC 0.02% Add +2.7% 7,007 $1.8M
King Luther Capital Management Corp. 0.01% Reduce -2.3% 6,979 $1.8M
Monarch Capital Management Inc. 0.52% Reduce -0.6% 6,954 $1.8M
Ascent Group, LLC 0.14% Add +12.4% 6,946 $1.8M
Family Legacy, Inc. 0.63% Reduce -0.3% 6,943 $1.8M
Wedbush Securities Inc. 0.06% Reduce -4.5% 6,936 $1.8M
Delphi Management Inc. 1.43% Add +0.3% 6,884 $1.8M
Pine Valley Investments Ltd Liability Co 0.13% Add +0.0% 6,842 $1.8M
Global Retirement Partners, LLC 0.05% Add +8.1% 6,791 $1.7M
Mitchell & Pahl Private Wealth, LLC 0.91% Reduce -1.1% 6,769 $1.7M
Townsquare Capital LLC 0.02% Add +21.1% 6,763 $1.7M
Clear Harbor Asset Management, LLC 0.15% Add +0.9% 6,723 $1.7M
Horizon Investments, LLC 0.05% Add +0.6% 6,720 $1.7M
DoubleLine ETF Adviser LP 0.45% Reduce -4.7% 6,671 $1.7M
J. W. Coons Advisors, LLC 0.32% No change 6,658 $1.7M
USA Financial Formulas 0.28% Add +0.2% 6,649 $1.7M
Mather Group, Llc. 0.02% Add +7.3% 6,518 $1.7M
GAMCO Investors 0.02% Reduce -11.6% 6,608 $1.7M
Bayview Asset Management, LLC 0.99% Add +65.0% 6,600 $1.7M
Quadcap Wealth Management, LLC 0.30% Reduce -1.2% 6,583 $1.7M
Gilliland Jeter Wealth Management LLC 0.56% Reduce -2.3% 6,557 $1.7M
Centiva Capital, LP 0.08% Reduce -36.5% 6,539 $1.7M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -4.8% 6,505 $1.7M
BKM Wealth Management, LLC 0.79% Add +11.1% 6,478 $1.7M
Cordatus Wealth Management LLC 0.62% Reduce -0.4% 6,464 $1.6M
University of Texas/Texas Am Investment Management Co. 0.32% New 6,439 $1.6M
Westwood Holdings Group Inc. 0.01% Reduce -57.4% 6,438 $1.6M
Wealth Quarterback LLC 0.93% Add +21.5% 6,410 $1.6M
Chase Investment Counsel Corp. 0.58% No change 6,395 $1.6M
Delta Financial Advisors LLC 0.63% Reduce -0.2% 6,366 $1.6M
EP Wealth Advisors, LLC 0.02% Add +76.3% 6,338 $1.6M
McDonald Partners LLC 0.43% Add +31.0% 6,327 $1.6M
Davidson Trust Co. 1.11% Reduce -16.2% 6,318 $1.6M
Fifth Third Wealth Advisors LLC 0.12% Add +129.5% 6,305 $1.6M
Insigneo Advisory Services, LLC 0.18% Reduce -10.0% 5,961 $1.6M
iA Global Asset Management Inc. 0.03% Reduce -25.3% 6,287 $1.6M
Alphinity Investment Management Pty Ltd 0.01% Add +22.9% 6,265 $1.6M
Cunning Capital Partners, LP 0.89% No change 6,265 $1.6M
Canandaigua National Bank & Trust Co. 0.17% Reduce -6.7% 6,149 $1.6M
Left Brain Wealth Management, LLC 0.73% Add +1.4% 6,144 $1.6M
Trail Ridge Investment Advisors, LLC 0.81% No change 6,133 $1.6M
Guyasuta Investment Advisors Inc. 0.12% No change 6,921 $1.6M
Procyon Advisors, LLC 0.12% Add +243.8% 6,127 $1.6M
Roundview Capital LLC 0.12% Add +3.5% 6,126 $1.6M
Thompson Davis & Co., Inc. 1.36% Reduce -0.7% 6,125 $1.6M
Resources Management Corp. /CT/ 0.23% Reduce -2.6% 6,123 $1.6M
TD Private Client Wealth LLC 0.05% Reduce -0.0% 6,113 $1.6M
Transatlantique Private Wealth LLC 0.63% Add +0.9% 6,112 $1.6M
Sumitomo Life Insurance Co. 0.04% Reduce -11.4% 6,014 $1.5M
DB Fitzpatrick & Co, Inc 1.40% Reduce -0.8% 5,946 $1.5M
Profund Advisors LLC 0.06% Reduce -2.1% 5,907 $1.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.47% New 5,896 $1.5M
Journey Advisory Group, LLC 0.18% Reduce -9.2% 5,884 $1.5M
Pitcairn Co. 0.09% Add +17.6% 5,855 $1.5M
Schear Investment Advisers, LLC 1.08% Add +36.4% 5,838 $1.5M
Jacobi Capital Management LLC 0.13% Add +4.6% 5,813 $1.5M
Valmark Advisers, Inc. 0.03% Add +5.1% 5,810 $1.5M
Shayne & Jacobs, LLC 0.41% Add +3.0% 5,793 $1.5M
Arjuna Capital 0.40% Add +0.9% 5,776 $1.5M
Essex Financial Services, Inc. 0.11% Add +23.5% 5,470 $1.5M
Signaturefd, LLC 0.03% Add +3.1% 5,755 $1.5M
Alkeme Wealth, LLC 0.70% Reduce -2.2% 5,743 $1.5M
Trust Co. of Oklahoma 0.51% Reduce -0.5% 5,732 $1.5M
Scotia Capital Inc. 0.01% Reduce -2.9% 5,726 $1.5M
Kingswood Wealth Advisors, LLC 0.13% Add +0.3% 5,668 $1.4M
Shorepoint Capital Partners LLC 0.34% Reduce -5.0% 5,664 $1.4M
Parallel Advisors, LLC 0.04% Add +8.8% 5,630 $1.4M
GS Investments, Inc. 0.67% No change 5,565 $1.4M
Chicago Capital, LLC 0.04% Reduce -22.3% 5,549 $1.4M
Balyasny Asset Management L.P. 0.00% Add +7.4% 5,526 $1.4M
Sigma Planning Corp 0.04% Add +33.4% 5,494 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -3.4% 5,459 $1.4M
Baldwin Investment Management, LLC 0.19% Reduce -0.2% 5,441 $1.4M
Paladin Advisory Group, LLC 1.08% No change 5,431 $1.4M
Magnolia Capital Advisors LLC 0.77% New 5,412 $1.4M
Wealthcare Advisory Partners LLC 0.04% Add +35.0% 5,403 $1.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.29% Reduce -0.6% 5,399 $1.4M
Coldstream Capital Management Inc. 0.03% Add +2.8% 5,373 $1.4M
Kingsview Wealth Management, LLC 0.03% Add +1.0% 5,357 $1.4M
Waverly Advisors, LLC 0.03% Add +2.4% 5,355 $1.4M
Galibier Capital Management Ltd. 0.34% New 5,297 $1.4M
Valeo Financial Advisors, LLC 0.04% Add +6.2% 5,256 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.52% Add +0.3% 5,250 $1.3M
Stablepoint Partners, LLC 0.26% Reduce -3.7% 4,909 $1.3M
Creative Financial Designs Inc. 0.12% Reduce -0.5% 5,203 $1.3M
Wedmont Private Capital 0.08% Add +11.7% 5,119 $1.3M
Monte Financial Group, LLC 0.58% Add +1.6% 5,163 $1.3M
One Capital Management, LLC 0.04% Add +306.7% 5,161 $1.3M
CENTRAL TRUST Co 0.03% Reduce -2.4% 5,160 $1.3M
Ascentis Independent Advisors 0.27% — 5,119 $1.3M
Asset Dedication, LLC 0.09% Add +6.3% 5,117 $1.3M
Field & Main Bank 0.48% Add +4.6% 5,055 $1.3M
Cookson Peirce & Co. Inc. 0.06% Add +1.8% 5,049 $1.3M
Legacy Wealth Asset Management, LLC 0.36% Add +0.4% 5,041 $1.3M
Meridian Wealth Management, LLC 0.15% New 4,997 $1.3M
Valley National Advisers Inc. 0.19% Reduce -2.9% 4,975 $1.3M
ArrowMark Colorado Holdings LLC 0.02% No change 4,970 $1.3M
Viawealth, LLC 0.79% Reduce -0.3% 4,965 $1.3M
Webster Bank, N. A. 0.14% Reduce -2.2% 4,964 $1.3M
Bridges Investment Management Inc. 0.02% New 4,935 $1.3M
Centaurus Financial, Inc. 0.08% Reduce -0.0% 4,931 $1.3M
Summitry LLC 0.06% Reduce -2.1% 4,909 $1.3M
Concord Wealth Partners 0.22% Add +23.6% 4,901 $1.3M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -21.2% 4,900 $1.2M
Csenge Advisory Group 0.07% Reduce -3.6% 4,876 $1.2M
Parsons Capital Management Inc. 0.08% No change 4,854 $1.2M
Relyea Zuckerberg Hanson LLC 0.21% Reduce -1.8% 4,837 $1.2M
Pekin Hardy Strauss, Inc. 0.17% Add +0.0% 4,831 $1.2M
Trust Asset Management LLC 0.10% No change 4,830 $1.2M
Foster & Motley Inc. 0.08% Reduce -3.2% 4,811 $1.2M
DF Dent & Co. Inc. 0.02% No change 4,804 $1.2M
Simmons Bank 0.09% Reduce -1.6% 4,790 $1.2M
Ballast, Inc. 0.38% Add +2.1% 4,783 $1.2M
Concord Asset Management, LLC 0.30% Add +26.4% 4,759 $1.2M
Wolf Group Capital Advisors 0.48% Reduce -0.5% 4,749 $1.2M
Mattson Financial Services, LLC 0.43% — 4,730 $1.2M
Castlekeep Investment Advisors LLC 0.92% Reduce -0.3% 4,700 $1.2M
Summit Trail Advisors, LLC 0.03% Reduce -16.2% 4,677 $1.2M
Perigon Wealth Management, LLC 0.03% Add +3.0% 4,679 $1.2M
Meridian Wealth Advisors, LLC 0.21% Add +2.0% 4,661 $1.2M
Quadrant Capital Group LLC 0.09% Add +6.0% 4,636 $1.2M
Saxon Interests, Inc. 0.56% Add +3.1% 4,630 $1.2M
Certuity, LLC 0.09% Add +0.1% 4,625 $1.2M
Legato Capital Management LLC 0.16% Reduce -22.5% 4,618 $1.2M
Formidable Asset Management, LLC 0.19% Add +12.7% 4,579 $1.2M
Nichols & Pratt Advisers LLP 0.08% Reduce -4.9% 4,572 $1.2M
W.H. Cornerstone Investments Inc. 0.83% Reduce -6.4% 4,566 $1.2M
Forum Financial Management, LP 0.02% Add +0.1% 4,561 $1.2M
AMG National Trust Bank 0.03% Add +6.8% 4,543 $1.2M
Old National Bancorp 0.03% Reduce -2.1% 4,532 $1.2M
Rehmann Capital Advisory Group 0.08% Reduce -3.9% 4,512 $1.2M
Westpac Banking Corp. 0.09% Add +1128.2% 4,483 $1.1M
Applied Capital LLC 0.99% Add +6.6% 4,424 $1.1M
AA Financial Advisors, LLC 0.40% Add +1.5% 4,414 $1.1M
Silvant Capital Management LLC 0.05% No change 4,384 $1.1M
RMR Wealth Builders 0.13% Add +0.5% 4,373 $1.1M
Avior Wealth Management, LLC 0.05% Add +2.6% 4,322 $1.1M
Heritage Trust Co 0.15% Add +4.9% 4,318 $1.1M
WCM Investment Management, LLC 0.00% Add +0.7% 4,191 $1.1M
Applied Finance Capital Management, LLC 0.05% New 4,302 $1.1M
Mainstay Capital Management LLC 0.19% Add +11.0% 4,279 $1.1M
First Citizens Bank & Trust Co. 0.02% Add +0.6% 4,278 $1.1M
Smartleaf Asset Management LLC 0.18% Add +20.3% 4,161 $1.1M
Hancock Whitney Corp. 0.04% Reduce -2.4% 4,271 $1.1M
Cigna Investments Inc. 0.20% Reduce -1.1% 4,260 $1.1M
Sierra Summit Advisors LLC 0.27% Add +9.8% 4,251 $1.1M
Compound Planning, Inc. 0.08% Add +67.9% 4,215 $1.1M
Ceeto Capital Group, LLC 0.42% No change 4,200 $1.1M
CSU Producer Resources, Inc. 3.58% No change 4,213 $1.1M
Westhampton Capital, LLC 0.58% No change 4,190 $1.1M
Financial Security Advisor, Inc. 0.36% Reduce -0.6% 4,166 $1.1M
MGB Wealth Management, LLC 0.40% Add +1.7% 4,117 $1.1M
PFS Partners, LLC 0.67% Reduce -6.0% 4,135 $1.1M
SYSTM Wealth Solutions LLC 0.23% Reduce -73.4% 4,118 $1.1M
Meadow Creek Wealth Advisors LLC 0.99% Add +3.0% 4,123 $1.1M
FRG Family Wealth Advisors LLC 0.20% No change 3,963 $1.1M
IHT Wealth Management, LLC 0.04% Add +5.8% 4,117 $1.1M
Lakeside Advisors, INC. 0.68% Reduce -2.8% 4,108 $1.0M
Transcend Capital Advisors, LLC 0.08% Add +2.8% 4,101 $1.0M
Farther Finance Advisors, LLC 0.05% Add +61.5% 4,103 $1.0M
Fiduciary Group, LLC 0.11% Add +1.3% 4,092 $1.0M
Frank, Rimerman Advisors LLC 0.07% Add +11560.0% 4,081 $1.0M
Fidelis Capital Partners, LLC 0.15% Reduce -7.0% 3,911 $1.0M
Emprise Bank 0.63% Reduce -3.7% 4,033 $1.0M
Monetary Management Group Inc. 0.27% No change 4,030 $1.0M
Quinn Opportunity Partners LLC 0.12% New 4,000 $1.0M
Aptus Capital Advisors, LLC 0.02% Add +7.7% 3,982 $1.0M
FC Advisory LLC 0.37% No change 3,964 $1.0M
Montag A & Associates Inc. 0.05% No change 3,945 $1.0M
Columbia Asset Management 0.19% Add +17.7% 3,907 $997K
Trueblood Wealth Management, LLC 0.56% Add +0.8% 3,907 $997K
Total Clarity Wealth Management, Inc. 0.34% New 3,890 $992K
Bryn Mawr Trust Advisors, LLC 0.05% Add +0.5% 3,888 $992K
Dynasty Wealth Management, LLC 0.03% Add +3.4% 3,855 $983K
KRS Capital Management, LLC 0.73% Add +2.3% 3,830 $977K
ORG Partners LLC 0.12% New 3,780 $963K
Marcum Wealth, LLC 0.10% Add +1.0% 3,773 $962K
Harbour Capital Advisors, LLC 0.23% Reduce -0.4% 3,753 $956K
Checchi Capital Advisers, LLC 0.08% Add +2.0% 3,731 $952K
Advisory Resource Group 0.21% Add +5.6% 3,731 $952K
Flagship Harbor Advisors, LLC 0.06% Add +44.7% 3,728 $951K
Epiq Partners, LLC 0.64% No change 3,714 $947K
Sentry LLC 0.17% No change 3,701 $944K
Bayesian Capital Management, LP 0.11% Reduce -62.2% 3,700 $944K
GeoWealth Management, LLC 0.04% Add +10.0% 3,695 $943K
Wealthspire Advisors, LLC 0.01% Add +2.7% 3,678 $938K
Bank of Hawaii 0.04% Reduce -3.2% 3,668 $936K
Mitchell McLeod Pugh & Williams Inc. 0.21% Add +0.7% 3,666 $935K
Freedom Investment Management, Inc. 0.08% Add +106.7% 3,659 $933K
Relative Value Partners Group, LLC 0.12% New 3,655 $932K
Lake Street Private Wealth, LLC 0.12% Add +1.2% 3,655 $932K
SRN Advisors, LLC 0.77% No change 3,633 $927K
Gratus Wealth Advisors, LLC 0.16% Reduce -4.0% 3,548 $922K
GAMMA Investing LLC 0.13% Add +27.3% 3,611 $921K
Point Windward Advisors Inc. 0.38% No change 3,610 $921K
Northeast Investment Management 0.04% Add +6.0% 3,599 $918K
Grey Ledge Advisors, LLC 0.25% Add +5.8% 3,590 $916K
Financial Advocates Investment Management 0.06% Reduce -2.1% 3,577 $912K
Sippican Capital Advisors 0.72% Reduce -0.6% 3,575 $912K
Keyes, Stange & Wooten Wealth Management, LLC 0.63% Reduce -5.3% 3,556 $907K
Letson Investment Management, Inc. 0.40% Add +115.4% 3,543 $904K
Connecticut Wealth Management, LLC 0.05% Add +1.2% 3,542 $903K
NORTHSTAR ASSET MANAGEMENT Co 0.22% Reduce -4.5% 3,525 $899K
Tudor Investment Corporation 0.01% Reduce -89.6% 3,519 $898K
WBH Advisory Inc. 0.09% Reduce -2.5% 3,518 $897K
LCNB Corp. 0.33% No change 3,511 $896K
Principle Wealth Partners LLC 0.07% Add +0.3% 3,498 $892K
Grove Bank & Trust 0.14% Add +11.7% 3,496 $892K
Cim Investment Management Inc. 0.27% Reduce -0.6% 3,478 $887K
Engineers Gate Manager LP 0.02% Reduce -88.8% 3,471 $885K
AE Wealth Management LLC 0.01% Add +52.8% 3,467 $884K
Gryphon Financial Partners LLC 0.13% Add +19.6% 3,446 $879K
Beach Investment Counsel Inc. 0.11% Reduce -16.1% 3,422 $873K
Mitchell Sinkler & Starr 0.22% Add +7.3% 3,294 $870K
Spinnaker Trust 0.06% No change 3,401 $868K
Balefire, LLC 0.31% Reduce -5.2% 3,400 $867K
American Trust Investment Advisors, LLC 0.42% No change 3,386 $864K
PFG Advisors 0.06% Add +96.8% 3,370 $860K
Abbot Financial Management, Inc. 0.46% Add +3.1% 3,342 $852K
Choate Investment Advisors 0.02% No change 3,337 $851K
Syon Capital LLC 0.08% Add +3.0% 3,307 $843K
Virtus Advisers, LLC 0.41% Add +4.9% 3,306 $843K
Stock Yards Bank & Trust Co. 0.03% Add +1.4% 3,300 $842K
Atlantic Union Bankshares Corp 0.05% Add +186.2% 3,291 $839K
Banque Pictet & Cie SA 0.01% No change 3,280 $837K
Nicholas Wealth, LLC. 0.60% Add +34.5% 3,268 $834K
Hilltop Holdings Inc. 0.10% Add +18.7% 3,264 $833K
World Investment Advisors 0.05% New 3,233 $825K
Lake Street Advisors Group, LLC 0.04% Reduce -7.8% 3,221 $824K
International Assets Investment Management, LLC 0.08% Reduce -4.0% 3,226 $823K
Mill Capital Management, LLC 0.07% Reduce -17.5% 3,210 $819K
Premier Path Wealth Partners, LLC 0.14% Add +18.6% 3,195 $815K
Legacy Capital Wealth Partners, LLC 0.21% New 3,186 $813K
Saturna Capital Corp. 0.01% No change 3,170 $809K
1ST Source Bank 0.05% Add +0.3% 3,162 $807K
X-Square Capital, LLC 0.29% Add +1.3% 3,160 $806K
Towne Trust Company, N.A 0.31% Add +53.4% 3,152 $804K
Okabena Investment Services Inc. 0.25% Add +80.1% 3,147 $803K
Murchinson Ltd. 0.18% New 3,125 $797K
Allred Capital Management, LLC 0.30% Add +1.5% 3,117 $795K
United Asset Strategies, Inc. 0.08% Reduce -11.8% 3,102 $791K
CFO4Life Group, LLC 0.15% Add +0.8% 3,096 $790K
Wealth Alliance, LLC 0.10% Reduce -8.2% 3,089 $788K
Braun Stacey Associates Inc. 0.03% New 3,083 $786K
Optimum Investment Advisors 0.35% No change 3,077 $785K
Ransom Advisory, Ltd 0.39% Add +0.5% 3,074 $784K
NorthRock Partners, LLC 0.03% Add +11.7% 3,062 $784K
Versor Investments LP 0.14% New 3,046 $777K
Boothbay Fund Management, LLC 0.03% Add +64.7% 3,042 $776K
Bull Street Advisors, LLC 0.37% No change 3,035 $774K
Conning Inc. 0.03% Add +0.8% 3,003 $766K
Finivi Inc. 0.63% No change 3,000 $765K
Financial Insights, Inc. 0.21% Reduce -19.1% 2,994 $764K
Jaffetilchin Investment Partners, LLC 0.07% Reduce -5.3% 2,985 $761K
Pinnacle Wealth Planning Services, Inc. 0.11% Reduce -0.8% 2,974 $759K
Advisors Capital Management, LLC 0.01% Reduce -2.1% 2,966 $757K
Blue Trust, Inc. 0.01% Add +35.8% 2,908 $754K
First Affirmative Financial Network 0.51% Add +2.0% 2,904 $741K
Rossmore Private Capital 0.10% Add +0.3% 2,900 $740K
Nvwm, LLC 0.20% Reduce -0.5% 2,884 $738K
Resurgent Financial Advisors LLC 0.46% Reduce -2.5% 2,882 $735K
Encompass Wealth Advisors, LLC 0.20% No change 2,867 $731K
Tyler-Stone Wealth Management 0.30% No change 2,862 $730K
First American Bank 0.05% No change 2,856 $729K
Buckingham Strategic Wealth, LLC 0.01% Add +10.4% 2,856 $729K
Proficio Capital Partners LLC 0.08% Add +2.3% 2,851 $727K
Headinvest, LLC 0.14% Add +1.8% 2,843 $725K
Spire Wealth Management 0.03% Add +12.0% 2,840 $725K
Astoria Portfolio Advisors LLC. 0.26% Add +4.3% 2,833 $723K
Fullerton Fund Management Co Ltd. 0.03% Add +62.6% 2,827 $721K
Cornerstone Wealth Management, LLC 0.06% Add +5.7% 2,804 $715K
Capstone Investment Advisors, LLC 0.03% Reduce -12.1% 2,804 $715K
Sound Financial Strategies Group, LLC 0.62% Add +9.7% 2,798 $714K
Merrion Investment Management Co, LLC 0.49% No change 2,771 $709K
Waldron Private Wealth LLC 0.03% Reduce -2.0% 2,770 $709K
Brown Financial Advisors 0.32% — 2,779 $709K
NFSG Corp 0.26% Add +557.4% 2,774 $708K
Peak Planning Group, LLC 0.35% Add +75.7% 2,769 $706K
GC Wealth Management RIA, LLC 0.14% Reduce -3.9% 2,744 $700K
Empire Financial Management Company, LLC 0.23% Add +3.8% 2,735 $698K
Center for Financial Planning, Inc. 0.10% Add +3.2% 2,733 $697K
Exchange Traded Concepts, LLC 0.02% Add +2.3% 2,732 $697K
DRW Securities, LLC 0.04% Add +174.6% 2,718 $693K
Shelton Capital Management 0.02% No change 2,714 $692K
FineMark National Bank & Trust 0.03% Add +11.3% 2,710 $691K
1776 Wealth LLC 0.31% New 2,703 $690K
Lindbrook Capital, LLC 0.06% Add +4.9% 2,699 $688K
Boyar Asset Management Inc. 0.47% No change 2,687 $685K
Atlanta Consulting Group Advisors, LLC 0.15% No change 2,687 $685K
Edge Capital Group, LLC 0.03% Reduce -0.3% 2,681 $684K
Avestar Capital, LLC 0.08% Add +45.5% 2,672 $682K
McElhenny Sheffield Capital Management, LLC 0.23% Reduce -5.0% 2,671 $681K
Montecito Bank & Trust 0.14% Reduce -0.7% 2,667 $680K
Henry James International Management Inc. 0.24% No change 2,666 $680K
Stiles Financial Services Inc 0.26% Add +22.8% 2,661 $679K
Dynamic Technology Lab Private Ltd 0.08% Add +51.5% 2,659 $678K
Commerzbank Aktiengesellschaft 0.02% Reduce -10.1% 2,659 $678K
City State Bank 0.28% Reduce -0.1% 2,651 $676K
Cross Staff Investments Inc 0.56% No change 2,649 $676K
Welch Group, LLC 0.03% Reduce -8.3% 2,646 $675K
Verdad Advisers, LP 0.78% Add +26.4% 2,641 $674K
CNB Bank 0.32% Add +436.4% 2,639 $673K
Williams Jones Wealth Management, LLC. 0.01% Add +3.0% 2,637 $673K
Pallas Capital Advisors LLC 0.03% Add +29.1% 2,503 $670K
West Family Investments, Inc. 0.20% Add +45.5% 2,624 $669K
REDW Wealth LLC 0.17% Reduce -18.7% 2,605 $664K
CX Institutional 0.03% Reduce -1.5% 2,590 $661K
SeaCrest Wealth Management, LLC 0.07% Add +1.2% 2,580 $658K
Clarius Group, LLC 0.05% Reduce -4.8% 2,579 $658K
Everett Harris & Co. 0.01% No change 2,579 $658K
Peddock Capital Advisors, LLC 0.17% Add +13.2% 2,572 $656K
Jump Financial, LLC 0.01% Reduce -87.3% 2,572 $656K
Icon Wealth Advisors, LLC 0.06% Add +159.5% 2,377 $655K
FSM Wealth Advisors, LLC 0.22% Add +9.3% 2,562 $653K
Baader Bank Aktiengesellschaft 0.05% No change 2,550 $650K
Cidel Asset Management Inc. 0.05% Reduce -5.8% 2,548 $650K
Apexium Financial, LP 0.05% Reduce -0.7% 2,540 $648K
Joel Isaacson & Co., LLC 0.03% Add +3.5% 2,509 $640K
Canopy Partners, LLC 0.30% Reduce -2.9% 2,503 $638K
Knollwood Investment Advisory, LLC 0.07% New 2,500 $638K
V-Square Quantitative Management LLC 0.10% Reduce -7.1% 2,499 $637K
Jones Financial Companies LLLP 0.00% Add +130.8% 2,486 $634K
Legacy Financial Advisors, Inc. 0.11% Reduce -0.3% 2,486 $634K
Sage Private Wealth Group, LLC 0.53% Add +12.5% 2,475 $632K
Gladstone Institutional Advisory LLC 0.03% Reduce -2.1% 2,473 $631K
Elevation Point Wealth Partners, LLC 0.05% Reduce -0.8% 2,472 $631K
Silvercrest Asset Management Group LLC 0.00% Add +7.9% 2,468 $630K
PDS Planning, Inc 0.06% Add +4.8% 2,446 $624K
Worth Financial Advisory Group, LLC 0.41% New 2,436 $621K
Burford Brothers, Inc. 0.36% No change 2,431 $620K
Prestige Wealth Management Group LLC 0.13% Add +42.3% 2,421 $620K
Equitable Holdings, Inc. 0.01% Add +39.0% 2,409 $614K
Cerro Pacific Wealth Advisors LLC 0.23% — 2,401 $612K
Goldstein Advisors, LLC 0.10% Add +1.6% 2,401 $612K
Somerville Kurt F 0.10% No change 2,400 $612K
Missouri Trust & Investment Co 0.23% New 2,378 $607K
Valley Brook Capital Group, Inc. 0.47% Add +31.2% 2,375 $606K
Orange Investment Advisors, Inc. 0.08% Add +31.6% 2,671 $604K
Plancorp, LLC 0.03% Add +1.4% 2,366 $604K
Keel Point, LLC 0.05% Add +76.0% 2,242 $601K
Benjamin Edwards Inc. 0.12% Reduce -7.5% 2,354 $600K
FIL Ltd 0.00% Reduce -91.7% 2,349 $599K
Vicus Capital 0.05% Reduce -1.3% 2,345 $598K
Ellevest, Inc. 0.04% Add +16.4% 2,336 $596K
Ranch Capital Advisors Inc. 0.31% Add +15.7% 2,311 $591K
Mairs & Power Inc. 0.01% Reduce -23.5% 2,309 $589K
Sky Investment Group LLC 0.11% No change 2,306 $588K
Sage Mountain Advisors LLC 0.05% Add +51.7% 2,306 $588K
Leavell Investment Management, Inc. 0.03% Add +38.7% 2,297 $588K
Means Investment Co., Inc. 0.07% Reduce -2.1% 2,299 $586K
Essex Bank 0.16% Add +9.7% 2,297 $586K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -18.1% 2,292 $585K
Catalina Capital Group, LLC 0.22% Add +5.2% 2,284 $583K
E&G Advisors, LLC 0.17% No change 2,280 $582K
PFG Investments, LLC 0.04% Add +40.3% 2,279 $581K
Trust Co. of Toledo NA 0.08% Add +6.6% 2,276 $581K
Farrell Financial LLC 0.45% Add +0.3% 2,266 $578K
Western Wealth Management, LLC 0.04% Add +3.1% 2,264 $578K
BlackDiamond Wealth Management, LLC 0.38% New 2,143 $577K
First City Capital Management, Inc. 0.32% Reduce -3.0% 2,248 $573K
Thompson Siegel & Walmsley LLC 0.01% No change 2,246 $573K
Arax Advisory Partners 0.06% Add +3.5% 2,245 $573K
Axxcess Wealth Management, LLC 0.02% Reduce -67.7% 2,239 $571K
G&S Capital LLC 0.25% Reduce -21.0% 2,180 $567K
Tributary Capital Management, LLC 0.05% Reduce -3.9% 2,210 $564K
Zions Bancorporation, N.A. 0.04% Reduce -13.1% 2,192 $559K
Anchor Investment Management, LLC 0.06% Add +19.9% 2,183 $557K
Brooklyn Investment Group 0.24% No change 2,159 $556K
M&R Capital Management Inc. 0.13% Add +4.9% 2,171 $554K
Symmetry Partners, LLC 0.03% Add +2.3% 2,169 $553K
Gen-Wealth Partners Inc 0.27% Add +9.6% 2,154 $549K
Murphy, Middleton, Hinkle & Parker, Inc. 0.32% No change 2,132 $544K
Foundation Resource Management Inc. 0.09% No change 2,129 $543K
Steigerwald, Gordon & Koch Inc. 0.07% Add +1.9% 2,127 $543K
Mayflower Financial Advisors, LLC 0.09% Reduce -5.8% 2,111 $539K
Belpointe Asset Management LLC 0.04% Add +2.5% 2,079 $530K
InTrack Investment Management Inc 0.37% Reduce -49.3% 2,057 $525K
EverSource Wealth Advisors, LLC 0.03% Add +4.5% 1,887 $520K
Bell Bank 0.04% No change 2,038 $520K
Cetera Trust Company, N.A 0.33% No change 2,030 $518K
Group One Trading LLC 0.02% New 2,017 $514K
Harbour Investments, Inc. 0.02% Add +2.6% 2,017 $514K
Cyrus J. Lawrence, LLC 0.10% No change 2,006 $511K
Boston Financial Mangement LLC 0.02% Add +2.6% 2,001 $510K
Glaxis Capital Management, LLC 0.89% New 2,000 $510K
CTC Alternative Strategies, Ltd. 0.22% Reduce -64.3% 2,000 $510K
Valley Forge Investment Consultants Inc. Adv 0.19% No change 2,000 $510K
Hemenway Trust Co LLC 0.04% Reduce -3.9% 1,999 $510K
Strategic Wealth Partners, Ltd. 0.05% Reduce -16.9% 1,993 $508K
Baxter Bros Inc. 0.07% Reduce -5.7% 1,990 $508K
Alera Investment Advisors, LLC 0.06% New 1,988 $507K
Gateway Investment Advisers LLC 0.01% Reduce -2.6% 1,982 $506K
Sentry Investment Management LLC 0.22% Reduce -17.0% 1,981 $505K
Independence Bank of Kentucky 0.13% Reduce -1.3% 1,969 $502K
M Holdings Securities, Inc. 0.06% New 1,954 $498K
Moloney Securities Asset Management, LLC 0.07% Add +11.3% 1,946 $496K
Venturi Wealth Management, LLC 0.03% Add +1171.0% 1,932 $493K
Ashton Thomas Private Wealth, LLC 0.03% Add +4.8% 1,926 $491K
Sandy Cove Advisors, LLC 0.22% Add +0.3% 1,912 $488K
Penserra Capital Management LLC 0.01% Reduce -0.5% 1,911 $487K
Greenfield Savings Bank 0.25% Add +25.4% 1,906 $486K
Empirical Asset Management, LLC 0.18% New 15,771 $485K
Strategic Financial Services, Inc. 0.03% New 1,900 $485K
Veltria Advisors Corp. 0.17% Reduce -46.5% 1,899 $484K
Global Financial Private Client, LLC 0.20% Add +0.9% 1,898 $484K
Hara Capital LLC 0.31% Reduce -0.3% 1,895 $483K
Capital Investment Advisors, LLC 0.01% Reduce -0.6% 1,886 $481K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.4% 1,877 $479K
Geller Advisors LLC 0.04% Add +2.2% 1,868 $478K
Good Life Advisors, LLC 0.04% Add +3.2% 1,870 $477K
Rede Wealth, LLC 0.44% Add +0.5% 1,866 $476K
Hamilton Wealth, LLC 0.13% No change 1,862 $475K
Modera Wealth Management, LLC 0.01% Add +7.2% 1,854 $473K
Wetzel Investment Advisors, Inc. 0.27% No change 1,822 $472K
Financial & Tax Architects, LLC 0.13% Add +25.9% 1,848 $471K
Alerus Financial NA 0.03% Reduce -3.5% 1,833 $468K
TKG Advisors, LLC 0.25% Reduce -29.8% 1,827 $466K
Stonebridge Capital Management Inc. 0.20% No change 1,826 $466K
Linscomb Wealth, Inc. 0.02% Add +0.1% 1,826 $466K
Focus Financial Network, Inc. 0.02% Add +3.8% 1,735 $464K
Mutual Advisors, LLC 0.01% Add +7.7% 1,702 $463K
Patrick M Sweeney & Associates, Inc. 0.37% Add +5.5% 1,809 $462K
Shore Point Advisors, LLC 0.26% Add +0.2% 1,808 $461K
Vise Technologies, Inc. 0.08% Add +7.8% 1,804 $460K
Susquehanna Fundamental Investments, LLC 0.01% New 1,800 $459K
Modern Wealth Management, LLC 0.03% Reduce -9.2% 1,797 $459K
Dagco, Inc. 0.20% No change 1,795 $458K
Laurion Capital Management LP 0.01% New 1,778 $454K
Tilia Fiduciary Partners, Inc. 0.35% Add +4.7% 1,778 $453K
Harbor Investment Advisory, LLC 0.05% Add +205.9% 1,771 $452K
Associated Banc-Corp 0.01% Add +13.0% 1,766 $450K
Earnest Partners LLC 0.00% Reduce -11.0% 1,763 $450K
Trust Point Inc. 0.04% Reduce -10.8% 1,762 $449K
Rothschild Investment LLC 0.03% Add +55.0% 1,761 $449K
Cardiff Park Advisors, LLC 0.04% Add +0.3% 1,760 $449K
Chicago Partners Investment Group LLC 0.02% Reduce -1.8% 1,621 $449K
Brighton Jones LLC 0.01% Reduce -8.2% 1,758 $448K
Legal Advantage Investments, Inc. 0.26% No change 1,750 $446K
Catalyst Financial Partners LLC 0.10% Add +6.6% 1,738 $443K
Atlas Capital Advisors Inc. 0.06% No change 1,737 $443K
West Oak Capital, LLC 0.18% No change 1,735 $443K
Gratus Capital, LLC 0.02% Add +18.7% 1,735 $443K
Manchester Capital Management LLC 0.05% Add +0.6% 1,734 $442K
Sound View Wealth Advisors Group, LLC 0.05% Add +1.8% 1,720 $439K
Tower Bridge Advisors 0.05% No change 1,716 $438K
Diversify Advisory Services, LLC 0.02% Reduce -0.2% 1,726 $437K
Crestwood Advisors Group, LLC 0.01% Add +7.2% 1,714 $437K
Sentinel Trust Co. Lba 0.05% Add +0.5% 1,714 $437K
Baron Wealth Management LLC 0.23% Reduce -0.9% 1,706 $435K
Broadleaf Partners, LLC 0.11% No change 1,706 $435K
Global X Japan Co., Ltd. 0.06% Reduce -0.8% 1,698 $433K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -2.1% 1,697 $433K
Elser Financial Planning, Inc 0.07% — 1,694 $432K
Jackson Creek Investment Advisors LLC 0.16% Reduce -4.7% 1,692 $432K
Ironwood Investment Counsel, LLC 0.08% No change 1,686 $430K
Arkadios Wealth Advisors 0.03% Add +18.3% 1,681 $429K
Sawyer & Company, Inc 0.17% No change 1,679 $428K
Harfst & Associates, Inc. 0.10% Reduce -5.1% 1,662 $424K
Everhart Financial Group, Inc. 0.11% Add +4.3% 1,661 $424K
Berkeley Capital Partners, LLC 0.13% Add +3.1% 1,645 $420K
Pointe Capital Management LLC 0.26% No change 1,642 $419K
Sfmg, LLC 0.04% Add +6.8% 1,641 $419K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,638 $418K
Advisory Alpha, LLC 0.02% Add +14.0% 1,635 $417K
CW Advisors, LLC 0.01% Add +13.0% 1,628 $416K
Dearborn Partners LLC 0.02% Add +26.8% 1,622 $414K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +1.5% 1,620 $413K
Harvest Fund Management Co., Ltd 0.03% Add +13.6% 1,617 $412K
Eagle Bluffs Wealth Management LLC 0.24% Add +1.4% 1,607 $411K
Dempze Nancy E 0.28% New 1,600 $408K
Bank of New Hampshire 0.11% No change 1,600 $408K
Roberts Glore & Co. Inc. 0.12% Add +0.3% 1,596 $407K
Aaron Wealth Advisors LLC 0.06% Add +46.8% 1,596 $407K
Argonautica Private Wealth Management, Inc. 0.14% Reduce -0.1% 1,593 $406K
Evermay Wealth Management LLC 0.07% Reduce -3.4% 1,590 $406K
FLC Capital Advisors 0.10% No change 1,591 $406K
RBA Wealth Management, LLC 0.16% Reduce -17.1% 1,585 $404K
Paces Ferry Wealth Advisors, LLC 0.24% Add +3.3% 1,585 $404K
Marex Group Ltd 0.01% No change 1,580 $403K
Angeles Investment Advisors, LLC 0.02% No change 1,554 $398K
Sawgrass Asset Management LLC 0.04% No change 1,559 $398K
L2 Asset Management, LLC 0.12% Add +9.2% 1,551 $396K
Kensington Investment Counsel, LLC 0.17% Add +27.4% 1,548 $395K
Heron Bay Capital Management 0.08% No change 1,545 $394K
Clearview Wealth Advisors LLC 0.34% Reduce -4.5% 1,544 $394K
Northern Financial Advisors Inc 0.32% Add +4.9% 1,540 $393K
Sompo Asset Management Co., Ltd. 0.07% No change 1,540 $393K
Abbrea Capital, LLC 0.05% Reduce -8.5% 1,533 $392K
RFG Advisory, LLC 0.01% Add +7.9% 1,535 $391K
Avidian Wealth Enterprises, LLC 0.02% Add +29.9% 1,528 $390K
Voya Financial Advisors, Inc. 0.04% Reduce -8.2% 1,476 $387K
Sicart Associates LLC 0.15% No change 1,510 $387K
Resonant Capital Advisors, LLC 0.03% Add +12.3% 1,497 $383K
Steinberg Asset Management LLC 0.30% No change 1,500 $383K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -73.4% 1,497 $382K
9258 Wealth Management, LLC 0.06% Reduce -5.2% 1,493 $381K
Courier Capital LLC 0.03% Reduce -2.3% 1,493 $381K
Tyche Wealth Partners LLC 0.09% Reduce -28.4% 1,493 $381K
Foundations Investment Advisors, LLC 0.01% Add +37.9% 1,493 $381K
Fosun International Ltd 0.13% Reduce -25.4% 1,491 $380K
SageView Advisory Group, LLC 0.02% New 1,488 $380K
Carson Advisory Inc. 0.27% Reduce -4.8% 1,488 $380K
First County Bank 0.19% Reduce -9.9% 1,485 $379K
Americana Partners, LLC 0.03% Reduce -0.2% 1,474 $376K
Kenora Financial, LLC 0.16% Reduce -4.8% 1,473 $376K
Moneco Advisors, LLC 0.06% No change 1,473 $376K
Farmers National Bank 0.11% Reduce -8.3% 1,472 $375K
Nicolet Advisory Services, LLC 0.04% Add +19.9% 1,463 $375K
Tectonic Advisors LLC 0.03% Add +1.9% 1,461 $373K
Cutter & CO Brokerage, Inc. 0.09% New 1,460 $372K
Revisor Wealth Management LLC 0.26% Reduce -43.6% 1,457 $372K
Phillips Wealth Planners LLC 0.39% Add +2.2% 1,446 $371K
Summit Global Investments 0.03% Add +4.2% 1,452 $370K
Patron Partners, LLC 0.22% Add +4.7% 1,446 $369K
Weik Capital Management 0.16% No change 1,445 $369K
Simon Quick Advisors, LLC 0.03% Reduce -45.9% 1,433 $366K
BSW Wealth Partners 0.06% Add +3.9% 1,430 $365K
Oakworth Capital, Inc. 0.03% Add +68.6% 1,425 $363K
Councilmark Asset Management, LLC 0.25% No change 1,387 $354K
BLB&B Advisors, LLC 0.02% Add +9.2% 1,384 $353K
Gateway Advisory, LLC 0.06% New 1,371 $350K
Titleist Asset Management, LLC 0.05% Add +3.2% 1,371 $350K
Family Manage LLC 0.06% Reduce -7.9% 1,366 $348K
Delta Investment Management, LLC 0.08% New 1,362 $347K
Tandem Wealth Advisors LLC 0.19% No change 1,357 $346K
LRI Investments, LLC 0.04% Add +28.4% 1,357 $346K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -7.6% 1,353 $345K
Renaissance Group LLC 0.01% No change 1,350 $344K
Foster Dykema Cabot & Partners, LLC 0.03% Add +17.5% 1,341 $343K
Morningstar Investment Services LLC 0.00% Add +25.9% 1,303 $341K
Wealth Effects LLC 0.12% Add +1.9% 1,330 $339K
Crown Wealth Group, LLC 0.17% Add +52.9% 1,329 $339K
Nicholas Hoffman & Company, LLC. 0.02% New 1,326 $338K
RMR Capital Management, LLC 0.31% No change 1,325 $338K
HTLF Bank 0.04% Reduce -1.1% 1,319 $336K
Van Hulzen Asset Management, LLC 0.02% Add +10.0% 1,318 $336K
Northstar Group, Inc. 0.07% Add +28.2% 1,314 $335K
KPP Advisory Services LLC 0.09% Reduce -1.9% 1,313 $335K
DGS Capital Management, LLC 0.09% Add +0.7% 1,302 $332K
Pacific Capital Wealth Advisors, Inc. 0.06% Add +3.8% 1,302 $332K
Sage Financial Management Group, Inc. 1.01% No change 1,300 $332K
Firethorn Wealth Partners, LLC 0.19% Add +3.3% 1,296 $331K
MRA Advisory Group 0.19% New 1,295 $330K
Delta Financial Group, Inc. 0.14% Add +15.4% 1,293 $330K
Magnetar Financial LLC 0.01% Reduce -92.5% 1,291 $329K
Bollard Group LLC 0.01% No change 1,290 $329K
Interchange Capital Partners, LLC 0.12% New 1,284 $327K
Appleton Partners Inc. 0.03% Reduce -26.1% 1,277 $326K
Spirepoint Private Client, LLC 0.05% Add +6.2% 1,275 $325K
Stratos Investment Management, LLC 0.03% New 1,268 $323K
Empower Advisory Group, LLC 0.00% Add +3.5% 1,268 $323K
Smithfield Trust Co 0.02% Reduce -2.1% 1,265 $323K
Wynn Capital, LLC 0.24% Reduce -2.7% 1,251 $319K
Mill Creek Capital Advisors, LLC 0.01% Add +21.7% 1,244 $317K
Hodges Capital Management Inc. 0.02% Reduce -70.1% 1,235 $315K
Broadwater Capital Management LLC 0.24% No change 1,230 $314K
Strategic Advisors LLC 0.06% No change 1,225 $312K
Park Edge Advisors, LLC 0.10% No change 1,224 $312K
HBK Sorce Advisory LLC 0.01% Add +2.9% 1,222 $312K
Elgethun Capital Management 0.08% Add +8.9% 1,219 $311K
Norway Savings Bank 0.18% No change 1,218 $311K
Baker Avenue Asset Management, LP 0.01% Add +0.9% 1,218 $311K
Cypress Capital Group 0.04% Add +2.2% 1,212 $309K
Burke & Herbert Bank & Trust Co. 0.07% New 1,208 $308K
Carret Asset Management, LLC 0.04% Add +7.1% 1,206 $308K
Columbia Bank 0.12% Reduce -1.4% 1,201 $306K
WMS Partners, LLC 0.02% Reduce -7.3% 1,200 $306K
Abacus Planning Group, Inc. 0.06% Add +2.7% 1,197 $305K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -5.9% 1,196 $305K
Robertson Stephens Wealth Management, LLC 0.02% Add +10.6% 1,185 $303K
Drive Wealth Management, LLC 0.08% Add +3.6% 1,183 $303K
Smith Shellnut Wilson LLC 0.15% No change 1,185 $302K
Allstate Corp. 0.02% Add +2.4% 1,182 $302K
LaSalle St. Investment Advisors, LLC 0.15% Reduce -2.6% 1,179 $301K
Country Club Bank 0.02% Reduce -3.0% 1,145 $300K
Bison Wealth, LLC 0.05% No change 1,155 $299K
Goelzer Investment Management, Inc. 0.02% Reduce -5.7% 1,162 $296K
Cromwell Holdings LLC 0.18% — 1,146 $293K
Sivia Capital Partners, LLC 0.20% Add +22.5% 1,144 $292K
Callan Capital, LLC 0.02% Add +19.7% 1,141 $291K
Legacy Advisors, LLC 0.04% Add +4.5% 1,126 $288K
Bard Financial Services, Inc. 0.03% No change 1,130 $288K
Guardian Wealth Advisors, LLC 0.19% Add +0.9% 1,116 $285K
Ameritas Advisory Services, LLC 0.01% Add +16.3% 1,114 $284K
Girard Partners LTD. 0.03% No change 1,110 $283K
Soltis Investment Advisors LLC 0.03% Reduce -92.3% 1,100 $281K
Cove Private Wealth, LLC 0.23% No change 1,100 $281K
Alta Advisers Ltd 0.13% No change 1,100 $281K
FDx Advisors, Inc. 0.08% Reduce -50.2% 1,096 $280K
Cornercap Investment Counsel Inc. 0.05% Reduce -2.9% 1,093 $279K
First American Trust, FSB 0.03% Reduce -3.0% 1,092 $279K
Gries Financial LLC 0.06% Add +2.8% 1,088 $278K
Ground Swell Capital, LLC 0.27% New 1,087 $277K
Paloma Partners Management Co 0.03% Reduce -76.4% 1,086 $277K
Johnson Financial Group, Inc. 0.01% Reduce -12.1% 1,079 $276K
Oak Thistle LLC 0.20% Reduce -26.0% 1,077 $275K
Clarus Group, Inc. 0.12% Reduce -5.1% 1,072 $273K
HBC Financial Services, PLLC 0.17% New 1,000 $271K
Arete Wealth Advisors, LLC 0.02% New 1,063 $271K
Reynders McVeigh Capital Management, LLC 0.02% Add +1.3% 1,064 $271K
Sapient Capital LLC 0.01% Add +2.0% 1,058 $271K
AlTi Global, Inc. 0.01% Reduce -18.9% 1,057 $271K
CYBER HORNET ETFs LLC 0.29% Add +0.8% 1,059 $270K
Brookstone Capital Management 0.00% Add +17.7% 1,009 $270K
Leo Wealth, LLC 0.03% New 1,058 $270K
TCI Wealth Advisors, Inc. 0.03% Add +1.7% 1,056 $269K
MCF Advisors LLC 0.02% No change 1,048 $268K
Quotient Wealth Partners, LLC 0.01% Add +4.1% 1,051 $268K
Affinity Wealth Management LLC 0.05% Add +14.8% 1,050 $268K
DeDora Capital, Inc. 0.08% New 1,049 $268K
One River Asset Management, LLC 0.14% New 1,047 $267K
Advus Financial Partners, LLC 0.08% Reduce -8.6% 1,046 $267K
Trilogy Capital Inc. 0.01% New 1,043 $266K
Excalibur Management Corp. 0.11% Reduce -0.5% 1,039 $265K
VeraBank, N.A. 0.08% No change 1,039 $265K
Kidder Stephen W 0.08% Reduce -2.8% 1,036 $264K
AdvisorNet Financial, Inc 0.02% Add +24.5% 1,033 $264K
Breakwater Capital Group 0.06% No change 1,033 $263K
Angeles Wealth Management, LLC 0.02% Add +3.4% 1,033 $263K
Parthenon LLC 0.03% No change 1,027 $262K
Vestmark Advisory Solutions, Inc. 0.01% Add +1.6% 1,026 $262K
Convergence Investment Partners, LLC 0.08% Reduce -2.5% 1,025 $261K
IFP Advisors, Inc 0.01% Add +35.1% 1,024 $261K
GHP Investment Advisors, Inc. 0.01% Reduce -6.2% 1,024 $261K
Financial Advisors, LLC 0.05% No change 1,020 $260K
New England Professional Planning Group Inc. 0.14% No change 1,018 $260K
Cascade Financial Partners, LLC 0.03% No change 1,018 $260K
Zullo Investment Group, Inc. 0.11% Add +20.3% 1,014 $259K
McLean Asset Management Corp 0.08% Reduce -2.4% 1,007 $258K
Atwater Malick LLC 0.09% No change 1,010 $258K
Palisade Asset Management, LLC 0.03% No change 1,003 $256K
Levin Capital Strategies, L.P. 0.03% New 1,000 $255K
RBF Capital, LLC 0.01% No change 1,000 $255K
Strategy Asset Managers LLC 0.06% Reduce -2.7% 1,323 $255K
RB Capital Management, LLC 0.07% Add +7.9% 995 $254K
Prosperity Consulting Group, LLC 0.03% Add +7.2% 995 $254K
Barlow Wealth Partners, LLC 0.04% Add +14.0% 975 $254K
Bragg Financial Advisors, Inc 0.01% Reduce -1.0% 993 $253K
Cable Hill Partners, LLC 0.03% New 989 $253K
Duncker Streett & Co. Inc. 0.05% No change 992 $253K
Quent Capital, LLC 0.03% Add +0.7% 984 $251K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -0.7% 983 $251K
Integrated Advisors Network LLC 0.01% Reduce -6.3% 974 $248K
TAGStone Capital, Inc. 0.14% New 969 $248K
Cohen & Steers, Inc. 0.00% Reduce -1.9% 973 $248K
Sargent Investment Group, LLC 0.05% Reduce -14.2% 971 $248K
First Financial Bank - Trust Division 0.02% No change 969 $247K
Independent Financial Group, LLC 0.01% Add +10.6% 969 $247K
Founders Financial Alliance, LLC 0.07% New 968 $247K
LaFleur & Godfrey LLC 0.04% No change 968 $247K
Chapin Davis, Inc. 0.08% Reduce -0.2% 963 $246K
Abel Hall, LLC 0.17% No change 958 $244K
Verum Partners LLC 0.08% Add +14.1% 957 $244K
McIlrath & Eck, LLC 0.04% No change 956 $244K
Equitable Trust Co. 0.02% Reduce -68.0% 956 $244K
Somerset Group LLC 0.22% No change 954 $243K
Financial Management Professionals, Inc. 0.03% Reduce -16.2% 952 $243K
One Wealth Advisors, LLC 0.05% Reduce -0.4% 897 $242K
Wayfinding Financial, LLC 0.14% Add +9.6% 945 $242K
Altfest L J & Co. Inc. 0.03% Reduce -0.9% 949 $242K
Forte Capital LLC 0.03% No change 948 $242K
AlphaStar Capital Management, LLC 0.02% Add +3.6% 947 $242K
American National Bank & Trust 0.03% Add +6.8% 947 $242K
Harrington Investments, INC 0.14% No change 943 $241K
Segment Wealth Management, LLC 0.02% No change 943 $241K
Echo45 Advisors LLC 0.17% Reduce -19.1% 942 $240K
First Bank & Trust 0.05% Reduce -9.8% 941 $240K
Kavar Capital Partners Group, LLC 0.04% No change 941 $240K
Gsa Capital Partners LLP 0.02% Reduce -74.7% 940 $240K
Childress Capital Advisors, LLC 0.07% Add +14.7% 939 $240K
Chilton Investment Co. Inc. 0.01% No change 935 $239K
Visionary Wealth Advisors 0.02% New 934 $238K
Intrua Financial, LLC 0.04% Reduce -1.7% 934 $238K
San Luis Wealth Advisors LLC 0.06% Reduce -12.6% 934 $238K
Kolinsky Wealth Management, LLC 0.17% Reduce -0.8% 932 $238K
Diligent Investors, LLC 0.06% No change 931 $237K
Fiduciary Family Office, LLC 0.09% Reduce -19.9% 928 $237K
Hendley & Co. Inc. 0.08% New 925 $236K
WoodTrust Financial Corp 0.04% No change 924 $236K
Clayton Financial Group LLC 0.10% No change 898 $233K
Fairfield, Bush & Co. 0.14% No change 912 $233K
Aua Capital Management, LLC 0.14% No change 911 $232K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -42.8% 909 $232K
Arlington Trust Co LLC 0.05% No change 908 $232K
Seed Wealth Management, Inc. 0.20% No change 905 $231K
Turtle Creek Wealth Advisors, LLC 0.05% Add +10.6% 894 $228K
Realta Investment Advisors 0.04% New 894 $228K
CoreCap Advisors, LLC 0.02% Add +9.6% 893 $228K
Mendel Money Management 0.11% Reduce -5.3% 892 $228K
Olistico Wealth, LLC 0.14% No change 889 $227K
Gould Asset Management LLC 0.05% No change 886 $226K
Philip James Wealth Mangement, LLC 0.15% Reduce -3.5% 881 $225K
Renasant Bank 0.15% Reduce -0.2% 873 $223K
Cornerstone Advisory, LLC 0.03% Reduce -15.8% 872 $222K
Jefferies Financial Group Inc. 0.00% Reduce -96.5% 872 $222K
HUB Investment Partners, LLC 0.01% New 870 $222K
CVA Family Office, LLC 0.04% Add +1.2% 868 $221K
Midland Wealth Advisors, LLC 0.01% Add +10.1% 865 $221K
Everpar Advisors LLC 0.11% New 864 $220K
Capital Analysts, LLC 0.01% Add +17.0% 862 $220K
Invst, LLC 0.02% New 863 $220K
Five Oceans Advisors 0.11% Reduce -3.3% 858 $219K
Great Diamond Partners, LLC 0.05% No change 858 $219K
Beck Mack & Oliver LLC 0.00% New 858 $219K
Platte River Wealth Advisors, LLC 0.06% New 855 $218K
Avantax Planning Partners, Inc. 0.01% New 851 $217K
Journey Strategic Wealth LLC 0.01% New 845 $216K
PGIM Custom Harvest LLC 0.00% New 845 $216K
Rise Advisors, LLC 0.11% Add +0.4% 843 $215K
WT Wealth Management 0.07% Reduce -3.5% 842 $215K
Thrive Wealth Management, LLC 0.04% Add +3.1% 842 $215K
Hartline Investment Corp./ 0.03% New 842 $215K
J.Safra Asset Management Corp 0.02% Add +26.8% 837 $214K
MBL Wealth, LLC 0.02% Reduce -7.7% 835 $213K
Pettyjohn, Wood & White, Inc. 0.04% Reduce -4.4% 833 $212K
Barry Investment Advisors, LLC 0.07% Add +1.5% 822 $210K
Salzhauer Michael 0.17% No change 824 $210K
Alpha Cubed Investments, LLC 0.01% Reduce -3.5% 821 $209K
Charter Research & Investment Group, Inc. 0.16% No change 820 $209K
Regal Investment Advisors LLC 0.01% New 819 $209K
Investment Partners Asset Management, Inc. 0.19% No change 817 $208K
Capital Investment Advisory Services, LLC 0.02% New 812 $207K
Wealth Management Associates, Inc. 0.10% No change 810 $207K
Busey Bank 0.01% Reduce -9.5% 809 $206K
Triangle Securities Wealth Management 0.06% Add +3.9% 807 $206K
BlueChip Wealth Advisors LLC 0.12% No change 802 $205K
Sunflower Bank, N.A. 0.05% Reduce -4.5% 801 $204K
Congress Park Capital LLC 0.08% No change 800 $204K
Clark Estates Inc. 0.04% No change 800 $204K
Rodgers Brothers Inc. 0.03% No change 800 $204K
Northeast Financial Consultants Inc 0.01% No change 800 $204K
Royal Capital Wealth Management, LLC 0.15% No change 798 $204K
SYM FINANCIAL Corp 0.03% New 796 $203K
Linden Thomas Advisory Services, LLC 0.03% New 795 $203K
Donaldson Capital Management, LLC 0.01% Reduce -4.3% 795 $203K
Kornitzer Capital Management Inc. 0.00% No change 794 $203K
US Asset Management LLC 0.18% Reduce -4.0% 792 $202K
GenTrust, LLC 0.01% New 789 $202K
Balentine LLC 0.01% Reduce -82.8% 790 $202K
Trust Co 0.03% No change 788 $201K
Southeast Asset Advisors, LLC 0.02% No change 786 $200K
Godshalk Welsh Capital Management, Inc. 0.13% No change 785 $200K
James J. Burns & Company, LLC 0.04% New 786 $200K
Caldwell Trust Co 0.02% No change 782 $199K
Pacifica Partners Inc. 0.09% No change 780 $198K
Salem Investment Counselors Inc. 0.01% Add +45.0% 773 $198K
GPS Wealth Strategies Group, LLC 0.03% Reduce -5.3% 757 $193K
Provenance Wealth Advisors, LLC 0.03% No change 756 $193K
Mosaic Financial Group, LLC 0.14% Reduce -10.6% 754 $192K
Janiczek Wealth Management, LLC 0.04% Add +4.1% 718 $183K
Carmichael Hill & Associates, Inc. 0.07% No change 679 $173K
Aviso Financial Inc. 0.01% — 675 $172K
Heritage Wealth Advisors 0.01% No change 646 $165K
Concourse Financial Group Securities, Inc. 0.01% Add +0.3% 642 $164K
Delta Asset Management LLC 0.01% No change 639 $163K
Deseret Mutual Benefit Administrators 0.07% Reduce -5.5% 615 $157K
United Community Bank 0.06% Reduce -25.3% 604 $154K
Ancora Advisors LLC 0.00% No change 599 $153K
Bruce G. Allen Investments, LLC 0.13% Reduce -13.6% 589 $150K
GW&K Investment Management, LLC 0.00% Add +8.4% 578 $147K
Hazlett, Burt & Watson, Inc. 0.08% Add +3.6% 572 $146K
Central Pacific Bank - Trust Division 0.02% No change 570 $145K
Union Savings Bank 0.07% No change 536 $137K
West Branch Capital LLC 0.05% Add +0.2% 526 $134K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +1.4% 502 $128K
Blume Capital Management, Inc. 0.03% No change 500 $128K
Ramirez Asset Management, Inc. 0.03% No change 500 $128K
Hobbs Group Advisors, LLC 0.05% — 498 $127K
First Foundation Advisors 0.00% Reduce -10.0% 497 $127K
Logan Capital Management Inc. 0.01% No change 477 $122K
Blue Bell Private Wealth Management, LLC 0.03% No change 475 $121K
Brown, Lisle/Cummings, Inc. 0.04% No change 470 $120K
First Financial Corp. 0.06% Reduce -10.0% 468 $119K
Avalon Trust Co 0.01% No change 466 $119K
First Command Advisory Services, Inc. 0.00% Reduce -7.2% 461 $118K
Pinnacle Bancorp, Inc. 0.03% Add +6.6% 452 $115K
Bray Capital Advisors 0.03% No change 446 $114K
Cedar Wealth Management, LLC 0.04% No change 443 $113K
Operose Advisors LLC 0.04% No change 429 $109K
General Partner, Inc. 0.07% No change 425 $108K
Carolinas Wealth Consulting LLC 0.02% Add +0.5% 424 $108K
Kathleen S. Wright Associates Inc. 0.05% No change 420 $107K
Dakota Community Bank & Trust NA 0.57% Reduce -3.5% 417 $106K
Birchbrook, Inc. 0.06% Reduce -10.8% 413 $105K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 410 $105K
Sandy Spring Bank 0.00% Add +7.9% 409 $104K
Hexagon Capital Partners LLC 0.02% Reduce -2.0% 398 $102K
Meeder Asset Management Inc. 0.01% Reduce -83.5% 375 $96K
JFS Wealth Advisors, LLC 0.01% Reduce -0.8% 374 $95K
Mark Sheptoff Financial Planning, LLC 0.05% No change 361 $92K
State of Wyoming 0.01% Reduce -73.2% 353 $90K
AlphaCentric Advisors LLC 0.07% New 351 $90K
Mowery & Schoenfeld Wealth Management, LLC 0.12% No change 337 $86K
Richardson Financial Services Inc. 0.06% Reduce -12.0% 336 $86K
Bfsg, LLC 0.01% No change 335 $85K
Global Trust Asset Management, LLC 0.03% Add +67.4% 323 $82K
Hilltop National Bank 0.03% Reduce -70.4% 322 $82K
Fortitude Family Office, LLC 0.05% Add +135.1% 315 $80K
Indiana Trust & Investment Management Co 0.03% No change 313 $80K
HHM Wealth Advisors, LLC 0.01% No change 300 $77K
Hantz Financial Services, Inc. 0.00% No change 299 $76K
Front Row Advisors LLC 0.03% Reduce -0.3% 290 $74K
Horizons Wealth Management 0.06% No change 282 $73K
Private Wealth Management Group, LLC 0.03% No change 284 $72K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.7% 282 $72K
Mb, Levis & Associates, LLC 0.04% Add +0.4% 277 $71K
Acima Private Wealth, LLC 0.02% No change 264 $67K
Family Firm, Inc. 0.01% New 258 $66K
WR Wealth Planners, LLC 0.02% Reduce -3.5% 252 $64K
Crewe Advisors LLC 0.01% Reduce -4.9% 251 $64K
Castleview Partners, LLC 0.04% Reduce -24.5% 250 $64K
Investors Research Corp 0.01% No change 247 $63K
Riverview Trust Co 0.06% No change 242 $62K
Colonial Trust Advisors 0.01% Add +288.7% 241 $61K
OAKMONT Corp 0.01% No change 240 $61K
Sachetta, LLC 0.03% Add +23.6% 220 $61K
Transamerica Financial Advisors, LLC 0.01% No change 235 $60K
Versant Capital Management, Inc 0.01% Add +160.2% 229 $58K
Larson Financial Group LLC 0.00% Reduce -2.5% 229 $58K
ESL Trust Services, LLC 0.01% Add +26.7% 228 $58K
Boyd Watterson Asset Management LLC 0.02% No change 226 $58K
Bell Investment Advisors, Inc 0.01% Add +4.2% 224 $57K
Key Financial Inc 0.01% No change 217 $55K
Addison Advisors LLC 0.02% No change 215 $55K
Salomon & Ludwin, LLC 0.01% Reduce -19.8% 215 $55K
Caldwell Sutter Capital, Inc. 0.03% No change 213 $54K
Planning Capital Management Corp 0.04% No change 209 $53K
Quarry LP 0.02% Reduce -8.3% 209 $53K
TFC Financial Management, Inc. 0.01% No change 204 $52K
Park Place Capital Corp 0.02% Add +8.7% 199 $51K
FWL Investment Management, LLC 0.03% New 195 $50K
EdgeRock Capital LLC 0.04% New 193 $49K
Tompkins Financial Corp. 0.01% No change 189 $48K
Colonial Trust Co / SC 0.01% Add +17.6% 187 $48K
Baldwin Wealth Partners LLC 0.00% Add +5.7% 185 $47K
RFP Financial Group LLC 0.02% Add +34.3% 184 $47K
JNBA Financial Advisors 0.01% Reduce -50.8% 184 $47K
First United Bank & Trust 0.02% No change 183 $47K
Tortoise Investment Management, LLC 0.01% Add +83.0% 183 $47K
Old Second National Bank of Aurora 0.01% No change 180 $46K
Annapolis Financial Services, LLC 0.01% No change 173 $44K
Rosenberg Matthew Hamilton 0.01% No change 167 $43K
Raleigh Capital Management Inc. 0.02% Add +3.9% 162 $41K
Bangor Savings Bank 0.00% No change 162 $41K
West Paces Advisors Inc. 0.01% No change 150 $38K
Intelligent Financial Strategies 0.02% Reduce -12.3% 149 $38K
Scarborough Advisors, LLC 0.02% No change 149 $38K
Triad Wealth Partners, LLC 0.02% New 146 $37K
Main Street Group, LTD 0.02% Reduce -4.6% 145 $37K
Armstrong Advisory Group, Inc. 0.00% Reduce -27.3% 141 $36K
Legend Financial Advisors, Inc. 0.03% Reduce -8.4% 141 $36K
Elevation Wealth Partners, LLC 0.02% No change 140 $36K
Gables Capital Management Inc. 0.02% Reduce -49.1% 140 $36K
Bank & Trust Co 0.03% — 138 $35K
BOK Financial Private Wealth, Inc. 0.00% Add +3.8% 137 $35K
Hollencrest Capital Management 0.00% No change 135 $34K
Clean Yield Group 0.01% Add +11.7% 134 $34K
Eagle Bay Advisors LLC 0.02% No change 133 $34K
SOA Wealth Advisors, LLC. 0.01% Reduce -0.8% 133 $34K
Providence Capital Advisors, LLC 0.01% No change 131 $33K
Atwood & Palmer Inc. 0.00% No change 130 $33K
Emfo, LLC 0.03% No change 125 $32K
Kimelman & Baird, LLC 0.00% — 125 $32K
Tradewinds Capital Management, LLC 0.01% Add +2.5% 123 $31K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +0.9% 117 $30K
Archer Investment Corp 0.01% Add +18.8% 114 $29K
Atticus Wealth Management, LLC 0.01% No change 113 $29K
Glen Eagle Advisors, LLC 0.01% Add +200.0% 111 $28K
FinTrust Capital Advisors, LLC 0.01% Add +33.7% 111 $28K
Covestor Ltd 0.02% Reduce -2.6% 111 $28K
Sugarloaf Wealth Management, LLC 0.01% No change 109 $28K
Navera Investment Management Ltd. 0.00% No change 108 $28K
Chilton Capital Management LLC 0.00% New 102 $26K
Bogart Wealth, LLC 0.00% New 102 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 100 $26K
Catalyst Funds Management Pty Ltd 0.01% Reduce -87.5% 100 $26K
True Wealth Design, LLC 0.01% No change 100 $26K
City Holding Co. 0.00% Reduce -73.8% 100 $26K
Laurel Wealth Advisors LLC 0.00% No change 99 $25K
Pathway Financial Advisers, LLC 0.01% Add +1.0% 99 $25K
Beacon Capital Management, LLC 0.00% Add +76.4% 97 $25K
Strategic Financial Concepts, LLC 0.01% New 10,886 $25K
Financial Perspectives, Inc 0.01% No change 94 $24K
GoalVest Advisory LLC 0.01% No change 90 $23K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Add +48.3% 89 $23K
Proffitt & Goodson Inc. 0.00% New 86 $22K
Breakwater Investment Management 0.01% Add +142.9% 85 $22K
Barrett & Company, Inc. 0.01% No change 84 $21K
Ibex Wealth Advisors 0.00% Reduce -99.3% 83 $21K
Capital Advisors, Ltd. LLC 0.00% Add +20.6% 82 $21K
Sunbelt Securities, Inc. 0.00% Reduce -30.2% 81 $21K
Clearstead Trust, LLC 0.01% No change 80 $20K
Valued Wealth Advisors LLC 0.01% Add +18.2% 78 $20K
Cherry Tree Wealth Management, LLC 0.00% Add +61.7% 76 $19K
Northwest Bank & Trust Co 0.02% No change 72 $18K
Mascoma Wealth Management LLC 0.00% Add +137.9% 69 $18K
Coppell Advisory Solutions LLC 0.00% — 69 $18K
Semmax Financial Advisors Inc. 0.01% New 65 $17K
Opal Wealth Advisors, LLC 0.01% New 67 $17K
Abound Wealth Management 0.01% Add +10.0% 66 $17K
ICA Group Wealth Management, LLC 0.01% Reduce -70.5% 66 $17K
Mendota Financial Group, LLC 0.01% No change 65 $17K
Toth Financial Advisory Corp. 0.00% No change 65 $17K
Creekmur Asset Management LLC 0.00% Add +8.6% 63 $16K
Continuum Advisory, LLC 0.00% No change 62 $16K
Sound Income Strategies, LLC 0.00% Reduce -74.6% 59 $15K
Northwest Capital Management Inc 0.01% No change 59 $15K
Redmont Wealth Advisors LLC 0.02% No change 58 $15K
Avion Wealth 0.00% Add +3.6% 57 $14K
PFG Private Wealth Management, LLC 0.01% No change 53 $14K
Frazier Financial Advisors, LLC 0.01% No change 52 $13K
Chesapeake Asset Management LLC 0.01% Reduce -16.7% 50 $13K
Painted Porch Advisors LLC 0.01% New 49 $12K
MidAtlantic Capital Management, Inc. 0.01% No change 48 $12K
Raffa Wealth Management, LLC 0.00% No change 48 $12K
Ogorek Anthony Joseph /NY/ 0.00% No change 48 $12K
Cassady Schiller Wealth Management, LLC 0.00% Reduce -86.5% 47 $12K
Westside Investment Management, Inc. 0.00% Add +64.3% 46 $12K
Register Financial Advisors LLC 0.01% No change 44 $11K
Clear Point Advisors Inc. 0.01% No change 44 $11K
Wiser Advisor Group LLC 0.02% Add +2.3% 44 $11K
Cornerstone Planning Group LLC 0.00% Add +7.9% 41 $11K
New Age Alpha Advisors, LLC 0.01% New 39 $10K
Red Tortoise LLC 0.01% No change 39 $10K
Unique Wealth Strategies, LLC 0.00% New 36 $9K
Cedar Mountain Advisors, LLC 0.00% No change 36 $9K
Albion Financial Group 0.00% No change 35 $9K
Ulland Investment Advisors, LLC 0.01% No change 35 $9K
Keener Financial Planning LLC 0.01% Reduce -54.4% 36 $9K
Tsfg, LLC 0.00% New 35 $9K
DT Investment Partners, LLC 0.00% No change 35 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 35 $9K
Dunhill Financial, LLC 0.01% No change 33 $9K
Aspect Partners, LLC 0.00% Add +50.0% 30 $8K
Silicon Valley Capital Partners 0.00% No change 28 $7K
Strengthening Families & Communities, LLC 0.00% New 29 $7K
Centennial Bank 0.00% No change 27 $7K
Institutional & Family Asset Management, LLC 0.00% No change 26 $7K
Ruedi Wealth Management, Inc. 0.00% Add +31.6% 25 $6K
Stephens Consulting, LLC 0.00% New 25 $6K
First PREMIER Bank 0.00% No change 25 $6K
1620 Investment Advisors, Inc. 0.00% New 21 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 19 $5K
Fairway Wealth LLC 0.00% New 18 $5K
Trifecta Capital Advisors, LLC 0.00% No change 17 $4K
Iron Horse Wealth Management, LLC 0.00% No change 17 $4K
North Star Investment Management Corp. 0.00% No change 17 $4K
New Millennium Group LLC 0.00% New 16 $4K
First Community Trust NA 0.00% No change 15 $4K
Fairscale Capital, LLC 0.00% — 14 $4K
MeadowBrook Investment Advisors LLC 0.00% No change 13 $3K
Private Ocean, LLC 0.00% New 13 $3K
Highline Wealth Partners LLC 0.00% Add +100.0% 12 $3K
Lynx Investment Advisory 0.00% — 11 $3K
Adirondack Trust Co. 0.00% No change 11 $3K
William B. Walkup & Associates, Inc. 0.00% — 10 $3K
SIMA Wealth Partners, LLC 0.00% — 9 $2K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 9 $2K
Global Wealth Strategies & Associates 0.00% No change 9 $2K
Riggs Asset Managment Co. Inc. 0.00% Add +50.0% 9 $2K
Delos Wealth Advisors, LLC 0.00% No change 8 $2K
Plante Moran Financial Advisors, LLC 0.00% No change 8 $2K
Motco 0.00% No change 8 $2K
Westend Capital Management, LLC 0.00% No change 8 $2K
WealthCollab, LLC 0.00% No change 7 $2K
Financial Network Wealth Advisors LLC 0.00% New 6 $2K
ClariVest Asset Management LLC 0.00% No change 5 $1K
Wolff Wiese Magana LLC 0.00% New 5 $1K
PSI Advisors, LLC 0.00% No change 5 $1K
Horizon Financial Services, LLC 0.00% No change 4 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 4 $1K
Great Lakes Retirement, Inc. 0.00% Reduce -99.9% 3 $823
Redwood Wealth Management Group, LLC 0.00% New 3 $765
WestEnd Advisors, LLC 0.00% No change 2 $510
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $256
Y.D. More Investments Ltd 0.00% New 215 $146
LGT Group Foundation 0.00% Add +6.2% 198,850 $0
LGT Fund Management Co Ltd. 0.00% New 28,171 $0

"% of holder's portfolio" is CB's weight in each manager's 13F, not the share of Chubb Ltd. the manager owns.