CumminsCMI

13F holders, Q4 2024 (December 31)
1,555holders +127
136new positions
81sold out
8famous investors
$348.70avg. 13F price*

At the end of Q4 2024, 1,555 institutions reported holding Cummins Inc. (CMI) in their 13F filings, up 127 from Q3 2024. 136 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($5.9B), BlackRock, Inc. ($4.3B) and State Street Corp. ($2.2B). 8 famous investors held it, including Chris Bloomstran (2.5% of Semper Augustus Investments's portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Cliff Asness (0.3% of AQR Capital Management's portfolio).

Company
Cummins Inc.
Sector
Industrials
CUSIP
231021106
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,368Q1 2024Q2 2024: 1,390Q2 2024Q3 2024: 1,428Q3 2024Q4 2024: 1,555Q4 2024Q1 2025: 1,569Q1 2025Q2 2025: 1,562Q2 2025Q3 2025: 1,684Q3 2025Q4 2025: 1,879Q4 2025Q1 2026: 1,968Q1 2026Q2 2026: 2,109Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions136$228.8M
Exits81$183.8M

All 13F filers, Q3 2024 → Q4 2024: 5,397,112 shares bought and 8,203,931 shares sold, net −2,806,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,555 holders

Vanguard Group Inc. 0.10% Add +1.5% 16,961,646 $5.9B
BlackRock, Inc. 0.09% Add +1.4% 12,317,943 $4.3B
State Street Corp. 0.09% Add +1.6% 6,400,225 $2.2B
T. Rowe Price Associates Inc. 0.21% Reduce -8.7% 5,297,988 $1.8B
Morgan Stanley 0.09% Reduce -0.3% 3,666,583 $1.3B
Geode Capital Management, LLC 0.09% Add +2.5% 3,377,583 $1.2B
Fisher Asset Management 0.43% Add +2.2% 3,072,457 $1.1B
Northern Trust Corp. 0.09% Add +15.1% 1,883,012 $656.4M
Public Investment Fund 2.97% No change 1,638,985 $571.4M
Ameriprise Financial Inc. 0.15% Reduce -20.0% 1,636,053 $570.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Add +6.5% 1,626,093 $566.9M
Dimensional Fund Advisors LP 0.13% Add +0.8% 1,585,802 $552.8M
First Eagle Investment Management, LLC 1.20% Reduce -16.7% 1,540,432 $537.0M
Legal & General Group Plc 0.14% Add +4.0% 1,480,338 $516.0M
Norges Bank 0.07% Add +7.8% 1,432,847 $499.5M
Hotchkis & Wiley Capital Management LLC 1.54% Reduce -1.8% 1,328,080 $463.0M
Royal Bank of Canada 0.10% Add +3.7% 1,271,279 $443.2M
FMR LLC 0.03% Add +5.7% 1,242,362 $433.1M
LSV Asset Management 0.95% Reduce -4.6% 1,184,904 $413.1M
Stifel Financial Corp. 0.41% Reduce -25.4% 1,123,627 $391.7M
Invesco Ltd. 0.07% Add +4.9% 1,089,594 $379.8M
Marshfield Associates 7.91% Add +0.2% 1,046,897 $364.9M
Bank of New York Mellon Corp 0.06% Add +14.0% 981,766 $342.2M
Principal Financial Group Inc. 0.18% Reduce -1.4% 967,980 $337.4M
Bank of America Corp. 0.03% Reduce -6.7% 912,515 $318.1M
Charles Schwab Investment Management Inc. 0.06% Add +2.0% 884,402 $308.3M
Nordea Investment Management AB 0.29% Reduce -5.8% 796,229 $278.7M
Amundi 0.10% Add +32.3% 771,038 $277.4M
UBS Group AG 0.06% Add +9.1% 757,799 $264.2M
Loomis Sayles & Co. L P 0.31% Add +3.3% 707,164 $246.5M
Envestnet Asset Management Inc. 0.07% Add +2.1% 670,258 $233.7M
Neuberger Berman Group LLC 0.18% Add +57.0% 643,482 $224.3M
HSBC Holdings PLC 0.14% Add +7.6% 631,095 $220.0M
Cincinnati Insurance Co. 3.73% No change 606,400 $211.4M
Beutel, Goodman & Co Ltd. 1.15% Reduce -3.3% 604,663 $210.8M
AQR Capital Management 0.27% Reduce -7.3% 598,079 $208.5M
Aberdeen Group plc 0.38% Reduce -4.8% 582,178 $202.8M
Deutsche Bank AG 0.08% Reduce -0.4% 572,714 $199.6M
Raymond James Financial Inc. 0.07% — 536,668 $187.1M
Hamlin Capital Management, LLC 4.49% Reduce -0.7% 520,188 $181.3M
HighTower Advisors, LLC 0.24% Reduce -0.1% 496,124 $172.9M
Voya Investment Management LLC 0.21% Add +21.0% 495,407 $172.7M
JPMorgan Chase & Co. 0.01% Reduce -39.3% 470,729 $164.1M
Citadel Advisors 0.15% Add +73.0% 464,712 $162.0M
American Century Companies Inc. 0.09% Reduce -30.2% 464,430 $161.9M
Goldman Sachs Group Inc. 0.03% Add +8.3% 430,172 $150.0M
Bank of Montreal 0.07% Add +6.3% 416,325 $145.1M
Barclays PLC 0.07% Reduce -13.8% 397,361 $138.5M
Swiss National Bank 0.09% Reduce -4.7% 387,078 $134.9M
Nuveen Asset Management, LLC 0.04% Add +29.4% 385,475 $134.4M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +1.5% 381,585 $133.0M
Parnassus Investments, LLC 0.29% Reduce -5.2% 380,118 $132.5M
Robeco Institutional Asset Management B.V. 0.23% Add +0.9% 353,341 $123.2M
Epoch Investment Partners, Inc. 0.58% Reduce -2.3% 344,603 $120.1M
Public Sector Pension Investment Board 0.50% Add +12.5% 342,024 $119.2M
LPL Financial LLC 0.05% Add +5.6% 334,662 $116.7M
Citigroup Inc. 0.11% Reduce -12.7% 334,150 $116.5M
Wells Fargo & Company 0.03% Reduce -6.8% 324,626 $113.2M
Corient Private Wealth LP 0.19% Reduce -1.0% 324,365 $113.1M
Allianz Asset Management GmbH 0.16% Add +158.5% 321,537 $112.1M
Earnest Partners LLC 0.47% Reduce -4.5% 303,636 $105.8M
DekaBank Deutsche Girozentrale 0.19% No change 300,506 $103.6M
Manufacturers Life Insurance Company, The 0.09% Add +0.1% 282,368 $98.4M
Rhumbline Advisers 0.09% Reduce -1.9% 272,962 $95.2M
Lord, Abbett & Co. LLC 0.31% Reduce -20.6% 269,282 $93.9M
BNP Paribas Financial Markets 0.07% Add +55.5% 261,324 $91.1M
Schroder Investment Management Group 0.08% Add +39.8% 243,541 $84.9M
California Public Employees Retirement System 0.06% Reduce -5.6% 240,543 $83.9M
AXA S.A. 0.25% Reduce -6.5% 239,046 $83.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +3.9% 229,595 $81.4M
D.A. Davidson & Co. 0.65% Add +0.0% 228,038 $79.5M
Russell Investments Group, Ltd. 0.11% Reduce -13.6% 223,927 $78.1M
Old Republic International Corp. 3.01% No change 219,500 $76.5M
California State Teachers Retirement System 0.09% Add +0.2% 212,702 $74.1M
AEGON ASSET MANAGEMENT UK Plc 0.97% Add +43.2% 211,792 $73.8M
National Pension Service 0.07% Reduce -5.6% 211,615 $73.8M
Victory Capital Management Inc. 0.07% Reduce -8.8% 198,638 $69.2M
Jacobs Levy Equity Management, Inc. 0.24% Reduce -2.2% 193,091 $67.3M
Holocene Advisors, LP 0.22% New 192,835 $67.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% Reduce -28.3% 192,251 $67.0M
Brown Advisory Inc. 0.08% Add +3.2% 187,144 $65.2M
Franklin Resources Inc. 0.02% Reduce -21.8% 182,662 $63.7M
First Trust Advisors LP 0.05% Reduce -79.2% 175,476 $61.2M
Millennium Management 0.05% Reduce -43.1% 169,780 $59.2M
Point72 Asset Management 0.17% Add +208.1% 169,046 $58.9M
Mariner, LLC 0.10% Add +6.2% 168,603 $58.8M
Prudential Financial Inc. 0.08% Reduce -8.8% 167,520 $58.4M
Alliancebernstein L.P. 0.02% Reduce -8.8% 166,787 $58.1M
Aviva PLC 0.15% Reduce -7.1% 166,286 $58.0M
Macquarie Group Ltd. 0.07% Add +333.6% 166,906 $56.3M
Sei Investments Co. 0.07% Add +21.0% 160,974 $56.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.16% Add +4.0% 157,419 $54.9M
Pictet Asset Management Holding SA 0.06% Add +2.7% 150,895 $52.6M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -2.7% 146,982 $51.2M
Todd Asset Management LLC 1.17% Add +1.7% 140,320 $48.9M
Natixis 0.32% Add +259.2% 136,934 $47.7M
CANADA LIFE ASSURANCE Co 0.08% Add +14.3% 134,701 $46.9M
Applied Finance Capital Management, LLC 2.04% Reduce -1.8% 134,346 $46.8M
Balyasny Asset Management L.P. 0.11% Add +5553.8% 134,052 $46.7M
State Board of Administration of Florida Retirement System 0.09% Reduce -6.1% 130,388 $45.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% — 129,131 $45.0M
Adage Capital Partners Gp, L.L.C. 0.08% Add +108.3% 128,166 $44.7M
Keybank National Association 0.17% Reduce -1.6% 126,778 $44.2M
Man Group plc 0.14% Reduce -40.2% 126,244 $44.0M
TD Asset Management Inc 0.04% Add +2.3% 126,052 $43.9M
Nisa Investment Advisors, LLC 0.17% Add +90.8% 122,616 $42.7M
PNC Financial Services Group, Inc. 0.03% Reduce -3.3% 118,235 $41.2M
KLP Kapitalforvaltning As 0.19% — 116,801 $40.7M
Cerity Partners LLC 0.09% Add +1.0% 116,663 $40.3M
Cookson Peirce & Co. Inc. 1.78% Add +23.2% 112,611 $39.3M
KBC Group NV 0.11% Add +61.4% 112,374 $39.2M
Cardinal Capital Management, Inc. 1.32% Reduce -1.0% 111,207 $38.8M
New York State Teachers Retirement System 0.08% Reduce -1.8% 110,767 $38.6M
Capital Investment Advisors, LLC 0.78% Add +2.0% 110,386 $38.5M
Great Lakes Advisors, LLC 0.32% Reduce -3.0% 107,696 $37.5M
Danske Bank A/S 0.11% Add +19.3% 106,355 $37.1M
Canada Pension Plan Investment Board 0.04% Reduce -33.0% 105,609 $36.8M
Storebrand Asset Management As 0.11% Add +32.3% 105,548 $36.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -61.0% 105,512 $36.8M
Susquehanna Fundamental Investments, LLC 0.61% — 103,537 $36.1M
Teachers Retirement System of the State of Kentucky 0.31% Reduce -0.2% 102,592 $35.8M
Natixis Advisors, LLC 0.07% Add +3.1% 101,682 $35.4M
Swedbank AB 0.04% Reduce -2.3% 101,422 $35.4M
Guggenheim Capital LLC 0.29% Reduce -5.3% 100,218 $34.9M
Conning Inc. 1.28% Reduce -20.1% 99,650 $34.7M
Korea Investment CORP 0.08% Reduce -37.1% 99,094 $34.5M
GMO 0.11% Reduce -0.3% 97,870 $34.1M
Janus Henderson Group PLC 0.02% Add +19.2% 94,641 $33.0M
Fifth Third Bancorp 0.12% Reduce -2.3% 93,386 $32.6M
BLI - Banque de Luxembourg Investments 0.88% — 92,970 $32.4M
New York State Common Retirement Fund 0.04% Reduce -5.2% 88,547 $30.9M
Jane Street Group, LLC 0.05% Add +80.6% 87,726 $30.6M
Teacher Retirement System of Texas 0.11% Add +870.9% 85,102 $29.7M
Brandywine Global Investment Management, LLC 0.21% Reduce -6.8% 83,276 $29.0M
National Bank of Canada 0.04% Add +4.2% 81,344 $28.4M
Susquehanna International Group, LLP 0.04% Add +98.9% 79,692 $27.8M
Gateway Investment Advisers LLC 0.30% Reduce -2.9% 77,803 $27.1M
Verition Fund Management LLC 0.14% Add +11.9% 75,886 $26.5M
Freestone Grove Partners LP 0.32% — 75,820 $26.4M
Rockefeller Capital Management L.P. 0.07% Add +32.4% 75,770 $26.4M
State of Wisconsin Investment Board 0.07% Reduce -8.4% 75,341 $26.3M
US Bancorp \de 0.03% Reduce -0.9% 75,238 $26.2M
Foundry Partners, LLC 1.32% Reduce -0.9% 75,057 $26.2M
Busey Bank 0.84% Add +0.9% 73,679 $25.7M
STRS Ohio 0.10% Add +0.6% 72,884 $25.4M
Peapack Gladstone Financial Corp. 0.37% Reduce -3.3% 72,603 $25.3M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.0% 72,239 $25.2M
APG Asset Management N.V. 0.07% Add +692.8% 74,400 $25.0M
State of Tennessee, Department of Treasury 0.09% Reduce -7.8% 71,689 $25.0M
DNB Asset Management AS 0.11% Reduce -5.3% 71,664 $25.0M
Toronto Dominion Bank 0.05% Add +17.0% 69,814 $24.3M
Commonwealth Equity Services, LLC 0.04% Add +2.9% 69,567 $24.3M
Cullen/Frost Bankers, Inc. 0.33% Add +0.1% 68,571 $23.9M
Public Employees Retirement System of Ohio 0.08% Reduce -3.9% 68,392 $23.8M
First Horizon Advisors, Inc. 0.66% Reduce -0.9% 67,887 $23.7M
DDD Partners, LLC 2.78% Reduce -14.9% 64,860 $22.6M
Ensign Peak Advisors, Inc 0.04% Add +99.7% 63,431 $22.1M
Creative Planning 0.02% Add +4.0% 63,422 $22.1M
HM Payson & Co. 0.37% Add +0.2% 62,230 $21.7M
Vontobel Holding Ltd. 0.07% Reduce -8.0% 61,608 $21.5M
Florida Trust Wealth Management Co 0.68% Reduce -3.4% 61,419 $21.4M
Cetera Investment Advisers 0.04% Add +2.2% 60,278 $21.0M
Treasurer of the State of North Carolina 0.08% Add +0.6% 60,090 $20.9M
Credit Agricole S A 0.07% Add +109.9% 58,517 $20.4M
Nomura Asset Management Co. Ltd. 0.06% Add +40.6% 57,412 $20.0M
Lansforsakringar Fondforvaltning AB (publ) 0.07% — 56,714 $19.8M
Schonfeld Strategic Advisors LLC 0.12% Add +129.2% 56,527 $19.7M
Wharton Business Group, LLC 0.89% Reduce -4.0% 56,506 $19.7M
Mn Services Vermogensbeheer B.V. 0.13% Add +3.3% 56,403 $19.7M
Windward Capital Management Co. 1.49% Reduce -0.1% 56,062 $19.5M
Bailard, Inc. 0.50% Reduce -2.3% 55,946 $19.5M
Royal London Asset Management Ltd. 0.05% Reduce -0.6% 55,851 $19.5M
St Germain D J Co. Inc. 0.86% Reduce -4.6% 54,123 $18.9M
Distillate Capital Partners LLC 0.92% New 53,708 $18.7M
Asset Management One Co., Ltd. 0.06% Reduce -0.3% 53,179 $18.7M
Captrust Financial Advisors 0.05% Add +4.5% 53,236 $18.6M
Kestra Advisory Services, LLC 0.10% Reduce -2.2% 53,081 $18.5M
Quantinno Capital Management LP 0.18% Add +14.6% 52,059 $18.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +80.0% 51,928 $18.1M
Forsta Ap-Fonden 0.13% Add +44.1% 50,640 $17.7M
AMF Tjanstepension AB 0.13% No change 50,482 $17.6M
Manning & Napier Advisors LLC 0.20% Reduce -7.6% 50,222 $17.5M
Associated Banc-Corp 0.52% Reduce -2.6% 49,709 $17.3M
State of New Jersey Common Pension Fund D 0.07% No change 49,433 $17.2M
Barlow Wealth Partners, LLC 2.17% Add +2.5% 47,428 $17.1M
Raiffeisen Bank International AG 0.25% — 48,148 $16.8M
Achmea Investment Management B.V. 0.28% Add +31.9% 47,985 $16.7M
Bank of Nova Scotia 0.03% Add +175.2% 47,704 $16.6M
Andra AP-fonden 0.26% Reduce -6.5% 47,300 $16.5M
Cincinnati Casualty Co. 8.98% No change 46,000 $16.0M
Welch & Forbes LLC 0.21% Reduce -2.7% 45,930 $16.0M
Lazard Asset Management LLC 0.02% Reduce -25.5% 45,133 $15.7M
United Bank 1.86% Add +0.7% 44,875 $15.6M
Qube Research & Technologies Ltd 0.03% Add +222.8% 44,082 $15.4M
Blair William & Co. 0.04% Add +2.6% 43,183 $15.1M
Swiss Life Asset Management Ltd 0.11% Add +17.6% 43,193 $15.0M
Janney Montgomery Scott LLC 0.04% Add +9.7% 42,985 $15.0M
Sienna Gestion 1.01% No change 42,857 $14.9M
Baird Financial Group, Inc. 0.03% Reduce -0.5% 42,409 $14.8M
Beese Fulmer Investment Management, Inc. 1.26% Reduce -1.0% 42,401 $14.8M
NorthCoast Asset Management LLC 0.07% Reduce -0.3% 42,393 $14.8M
Resona Asset Management Co.,Ltd. 0.09% Reduce -4.4% 41,918 $14.6M
Weybosset Research & Management LLC 4.96% Reduce -1.3% 41,824 $14.6M
Illinois Municipal Retirement Fund 0.21% Reduce -20.5% 41,572 $14.5M
State of Michigan Retirement System 0.07% Reduce -0.2% 40,937 $14.3M
Semper Augustus Investments 2.52% Reduce -0.9% 40,456 $14.1M
CIBC Private Wealth Group LLC 0.03% Add +0.1% 38,900 $14.0M
Los Angeles Capital Management LLC 0.06% Reduce -0.9% 40,115 $14.0M
O'shaughnessy Asset Management, LLC 0.12% Add +5.4% 39,924 $13.9M
Dakota Wealth Management 0.32% Add +9.2% 39,485 $13.8M
Varma Mutual Pension Insurance Co 0.10% Reduce -0.3% 39,420 $13.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.14% Add +4.2% 39,370 $13.7M
Hancock Whitney Corp. 0.43% Add +1.9% 39,359 $13.7M
LMCG Investments, LLC 0.84% Reduce -2.1% 39,250 $13.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.72% No change 39,240 $13.7M
M&T Bank Corp 0.05% Reduce -1.0% 39,230 $13.7M
Arizona State Retirement System 0.08% Reduce -0.0% 39,208 $13.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Reduce -1.9% 39,065 $13.6M
Linscomb Wealth, Inc. 0.67% Add +0.2% 38,467 $13.4M
Transform Wealth, LLC 0.74% Add +6.4% 38,284 $13.3M
Novare Capital Management LLC 1.12% Reduce -3.6% 38,031 $13.3M
Panagora Asset Management Inc. 0.06% Reduce -10.0% 38,025 $13.3M
Erste Asset Management GmbH 0.16% Add +2.9% 37,500 $13.2M
Richard C. Young & CO., LTD. 1.43% Add +0.1% 37,659 $13.1M
Allen Mooney & Barnes Investment Advisors LLC 2.19% Reduce -2.7% 37,303 $13.0M
Allspring Global Investments Holdings, LLC 0.02% Add +320.1% 37,272 $13.0M
DAVENPORT & Co LLC 0.08% Add +1.0% 37,159 $13.0M
MetLife Investment Management, LLC 0.07% Add +1.9% 36,300 $12.7M
NewSquare Capital LLC 1.01% Add +1.7% 36,388 $12.6M
Noesis Capital Mangement Corp. 2.39% Add +0.3% 35,948 $12.5M
Culbertson A N & Co. Inc. 1.99% Reduce -0.3% 35,857 $12.5M
Atwater Malick LLC 4.17% Reduce -1.1% 35,693 $12.4M
Mercer Global Advisors Inc. 0.03% Reduce -1.0% 35,287 $12.3M
Verity & Verity, LLC 1.12% Add +1.6% 35,192 $12.3M
Jacobs & Co. 1.25% Reduce -4.1% 35,184 $12.3M
Knights of Columbus Asset Advisors LLC 0.81% Add +1.1% 35,092 $12.2M
Cornerstone Wealth Group, LLC 1.00% Add +0.3% 34,902 $12.2M
Two Point Capital Management, Inc. 4.35% Reduce -0.4% 33,100 $12.2M
Pinnacle Associates Ltd. 0.16% Reduce -4.6% 34,828 $12.1M
Corebridge Financial, Inc. 0.07% Add +2.2% 34,764 $12.1M
Sanctuary Advisors, LLC 0.08% Reduce -2.5% 33,656 $12.1M
Benjamin Edwards Inc. 0.17% Add +2.5% 34,584 $12.1M
Summit Financial Wealth Advisors, LLC 2.33% Add +0.3% 34,277 $11.9M
Wallington Asset Management, LLC 1.72% Reduce -0.4% 34,073 $11.9M
Investment House LLC 0.64% Reduce -0.1% 33,785 $11.8M
Strategic Wealth Investment Group, LLC 0.65% New 12,841 $11.8M
Comerica Bank 0.05% Add +1.7% 33,689 $11.7M
Franklin Street Advisors Inc. 0.77% Reduce -4.8% 33,068 $11.5M
Eldred Rock Partners, LLC 3.96% Add +0.5% 33,055 $11.5M
WT Asset Management Ltd 1.27% New 32,645 $11.4M
Focus Partners Wealth 0.03% Add +135.5% 32,501 $11.3M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -14.5% 32,309 $11.3M
Temasek Holdings (Private) Ltd 0.04% Add +212.8% 32,010 $11.2M
Advisors Asset Management, Inc. 0.20% Add +16.8% 31,929 $11.1M
Citizens Financial Group Inc. 0.22% Add +5.1% 31,770 $11.1M
Boston Common Asset Management, LLC 0.32% Reduce -1.9% 31,766 $11.1M
Wedge Capital Management L L P 0.20% Reduce -21.5% 31,488 $11.0M
QRG Capital Management, Inc. 0.11% Add +2.4% 31,064 $10.8M
Madison Asset Management, LLC 0.12% Reduce -4.8% 31,062 $10.8M
Madison Investment Advisors, LLC 0.12% — 31,062 $10.8M
Concentric Capital Strategies, LP 0.68% New 30,769 $10.7M
NewEdge Advisors, LLC 0.06% Add +36.4% 30,375 $10.6M
Amalgamated Bank 0.09% Add +3.0% 30,208 $10.5M
Czech National Bank 0.10% Add +6.5% 29,744 $10.4M
Retirement Systems of Alabama 0.04% Reduce -1.8% 29,702 $10.4M
Foster Victor Wealth Advisors, LLC 0.78% Reduce -4.3% 27,871 $10.2M
Adams Asset Advisors, LLC 1.34% Reduce -16.0% 29,281 $10.2M
Osaic Holdings, Inc. 0.02% Add +12.3% 36,504 $10.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -2.2% 29,169 $10.2M
Truist Financial Corp. 0.02% Reduce -6.7% 28,817 $10.0M
Federation des caisses Desjardins du Quebec 0.05% Add +41.0% 28,630 $10.0M
Thrivent Financial for Lutherans 0.02% Reduce -34.4% 28,214 $9.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.0% 28,311 $9.9M
MUFG Securities EMEA plc 0.18% New 28,000 $9.8M
Sheaff Brock Investment Advisors, LLC 0.84% Reduce -1.4% 27,833 $9.7M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -0.4% 27,694 $9.6M
Foster & Motley Inc. 0.62% Reduce -4.1% 27,281 $9.5M
Vanguard Personalized Indexing Management, LLC 0.14% Add +8.4% 27,066 $9.4M
Paradoxiom Capital L.P. 3.86% — 26,809 $9.3M
IFM Investors Pty Ltd 0.09% Reduce -10.0% 26,762 $9.3M
Pathstone Holdings, LLC 0.04% Add +1.0% 26,762 $9.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +15.0% 26,246 $9.1M
L & S Advisors Inc 1.12% Reduce -23.0% 26,149 $9.1M
SFE Investment Counsel 1.91% Reduce -4.3% 25,736 $9.0M
Mackenzie Financial Corp. 0.01% Reduce -3.5% 25,657 $8.9M
Interval Partners, LP 0.23% New 25,560 $8.9M
Empowered Funds, LLC 0.13% Add +2.9% 25,336 $8.8M
Old National Bancorp 0.21% Reduce -10.1% 24,843 $8.7M
Evergreen Capital Management LLC 0.28% Add +3.6% 24,823 $8.7M
Van Eck Associates Corp. 0.01% Reduce -1.4% 24,806 $8.6M
Anderson Hoagland & Co. 0.89% No change 23,549 $8.6M
Ilmarinen Mutual Pension Insurance Co 0.07% Add +58.1% 24,500 $8.5M
Caisse de depot et placement du Quebec 0.02% Reduce -70.2% 24,418 $8.5M
Patton Albertson Miller Group, LLC 1.14% Add +0.5% 24,368 $8.5M
Morgan Dempsey Capital Management LLC 3.41% Reduce -9.7% 24,308 $8.5M
Gendell Jeffrey L 0.26% New 24,251 $8.5M
Rowlandmiller & Partners.adv 1.75% Reduce -0.3% 24,025 $8.4M
Executive Wealth Management, LLC 0.65% Reduce -18.7% 23,956 $8.4M
CIBC Asset Management Inc 0.03% Add +2.5% 23,922 $8.3M
Seizert Capital Partners, LLC 0.38% Reduce -0.1% 23,862 $8.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +34.8% 23,397 $8.2M
Westfield Capital Management Co. LP 0.03% Reduce -3.3% 22,747 $7.9M
Utah Retirement Systems 0.09% No change 22,664 $7.9M
Advocate Group LLC 1.48% Reduce -2.4% 22,605 $7.9M
Canada Post Corp Registered Pension Plan 0.46% — 22,572 $7.9M
Xponance LLC 0.07% Add +18.3% 22,570 $7.9M
Ironwood Investment Counsel, LLC 1.34% Reduce -1.5% 22,479 $7.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.91% Reduce -5.9% 22,184 $7.7M
S&T Bank 2.44% Reduce -12.3% 21,960 $7.7M
Orion Investment Co 3.05% Add +0.4% 21,912 $7.6M
Cibc World Markets Corp. 0.04% Add +16.4% 21,661 $7.6M
Carnegie Investment Counsel 0.21% Reduce -1.3% 21,470 $7.5M
Cardinal Capital Management 1.14% Add +0.1% 20,916 $7.3M
Impax Asset Management Group plc 0.03% Reduce -12.6% 20,901 $7.3M
Calydon Capital 1.43% Add +1.0% 20,900 $7.3M
RBA Wealth Management, LLC 2.77% Reduce -2.3% 20,835 $7.3M
Level Four Advisory Services, LLC 0.29% Add +1.8% 20,704 $7.2M
Yousif Capital Management, LLC 0.08% Add +2.7% 20,535 $7.2M
Sandler Capital Management 1.17% New 20,508 $7.1M
Gotham Asset Management 0.07% Reduce -24.0% 20,466 $7.1M
Gibraltar Capital Management, Inc. 3.12% New 20,299 $7.1M
ProShare Advisors LLC 0.02% Add +13.7% 20,079 $7.0M
Spectrum Wealth Counsel, LLC 0.82% Reduce -0.2% 20,038 $7.0M
Police & Firemen's Retirement System of New Jersey 0.07% — 19,834 $6.9M
Legacy Trust 1.59% Add +1.1% 19,633 $6.8M
ING Groep NV 0.05% Add +34.1% 19,521 $6.8M
Edgestream Partners, L.P. 0.29% Add +2557.5% 19,453 $6.8M
LBP Am SA 0.09% Add +122.3% 19,186 $6.7M
Daiwa Securities Group Inc. 0.03% Reduce -1.8% 19,180 $6.7M
Highland Capital Management, LLC 0.38% Reduce -2.2% 19,148 $6.7M
Ossiam 0.11% Add +634.6% 19,027 $6.6M
King Luther Capital Management Corp. 0.03% Reduce -1.5% 18,994 $6.6M
Clifford Swan Investment Counsel LLC 0.24% No change 18,817 $6.6M
Foundations Investment Advisors, LLC 0.13% Reduce -0.6% 18,788 $6.5M
Hamilton Point Investment Advisors, LLC 1.17% Add +0.9% 18,641 $6.5M
Ascent Wealth Partners, LLC 0.88% Add +95.6% 18,635 $6.5M
Adell Harriman & Carpenter Inc. 0.45% Add +8.3% 18,566 $6.5M
New York Life Investment Management LLC 0.06% Reduce -0.9% 18,537 $6.5M
Glenmede Trust Co. NA 0.03% Reduce -15.4% 18,491 $6.4M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.7% 18,484 $6.4M
Point72 Hong Kong Ltd 0.40% Add +95.4% 18,332 $6.4M
First Merchants Corp. 0.24% Reduce -1.3% 18,211 $6.3M
McGuire Investment Group, LLC 0.92% Add +0.5% 18,181 $6.3M
Logan Capital Management Inc. 0.27% Add +1.1% 18,162 $6.3M
GHP Investment Advisors, Inc. 0.30% Add +1.7% 18,151 $6.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +54.3% 18,051 $6.3M
Assetmark, Inc. 0.02% Add +0.6% 18,048 $6.3M
Union Bancaire Privee, UBP SA 0.11% — 18,574 $6.3M
Commerce Bank 0.04% Reduce -2.0% 18,006 $6.3M
Private Advisor Group, LLC 0.04% Reduce -5.2% 17,939 $6.3M
Synovus Financial Corp. 0.08% Add +12.6% 17,887 $6.2M
PGGM Investments 0.08% No change 17,825 $6.2M
Cibc World Market Inc. 0.01% Add +15.8% 17,683 $6.2M
Selway Asset Management 2.41% No change 17,613 $6.1M
Lynch Asset Management, Inc. 2.48% No change 17,550 $6.1M
Nissay Asset Management Corp. /Japan 0.04% Reduce -1.8% 17,049 $6.0M
Alpine Woods Capital Investors, LLC 1.13% Reduce -0.2% 17,091 $6.0M
City Holding Co. 0.84% Add +0.9% 17,039 $5.9M
Principle Wealth Partners LLC 0.41% Reduce -1.9% 16,947 $5.9M
Acadian Asset Management LLC 0.02% Reduce -18.5% 16,930 $5.9M
Pring Turner Capital Group Inc. 3.95% Reduce -0.8% 16,911 $5.9M
Moran Wealth Management, LLC 0.19% Reduce -0.7% 16,910 $5.9M
YHB Investment Advisors, Inc. 0.48% Reduce -0.3% 16,764 $5.8M
MML Investors Services, LLC 0.02% Add +3.1% 16,663 $5.8M
Birmingham Capital Management Co. Inc. 2.15% Reduce -11.2% 16,660 $5.8M
Cullen Investment Group, LTD. 0.85% Reduce -0.9% 16,611 $5.8M
Aware Super Pty Ltd as trustee of Aware Super 0.09% — 16,586 $5.8M
Mutual of America Capital Management LLC 0.06% Reduce -2.6% 16,437 $5.7M
Northwest Bancshares, Inc. 1.06% Reduce -16.0% 16,435 $5.7M
Columbus Macro, LLC 0.79% Add +489.5% 16,412 $5.7M
TD Private Client Wealth LLC 0.16% Reduce -5.1% 16,239 $5.7M
Parsons Capital Management Inc. 0.30% Reduce -0.4% 16,107 $5.6M
Hudson Bay Capital Management LP 0.04% New 16,008 $5.6M
Old Second National Bank of Aurora 1.26% Reduce -5.6% 15,937 $5.6M
State of Alaska, Department of Revenue 0.06% Reduce -17.2% 15,643 $5.5M
B. Metzler seel. Sohn & Co. AG 0.06% Add +3.7% 15,633 $5.4M
Candriam S.C.A. 0.03% Add +35.3% 15,576 $5.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +8.7% 15,561 $5.4M
Jones Financial Companies LLLP 0.01% Add +35.5% 15,547 $5.4M
Eley Financial Management, Inc 2.10% Reduce -0.6% 15,463 $5.4M
QV Investors Inc. 0.55% Reduce -22.4% 15,285 $5.3M
Advisory Services Network, LLC 0.10% Add +1.9% 15,225 $5.3M
Butensky & Cohen Financial Security, Inc. 1.67% Reduce -7.0% 15,220 $5.3M
SGL Investment Advisors, Inc. 2.72% Reduce -22.4% 14,545 $5.3M
Graham Capital Management, L.P. 0.26% Add +245.4% 15,200 $5.3M
Parcion Private Wealth LLC 0.40% Reduce -0.0% 15,113 $5.3M
CWA Asset Management Group, LLC 0.26% Reduce -4.7% 15,015 $5.2M
AE Wealth Management LLC 0.04% Reduce -0.5% 14,859 $5.2M
Bessemer Group Inc. 0.01% Add +0.7% 14,666 $5.1M
Lido Advisors, LLC 0.03% Add +4.3% 14,494 $5.1M
Westhampton Capital, LLC 2.57% Reduce -0.0% 14,457 $5.0M
Beacon Pointe Advisors, LLC 0.06% Reduce -0.8% 14,245 $5.0M
Elo Mutual Pension Insurance Co 0.11% Add +17.5% 14,184 $4.9M
Westpac Banking Corp. 0.32% Reduce -7.6% 14,046 $4.9M
Advisory Resource Group 1.03% Reduce -8.8% 13,983 $4.9M
Federated Hermes, Inc. 0.01% Add +3.0% 13,887 $4.8M
Occidental Asset Management, LLC 0.75% Add +5.0% 13,863 $4.8M
Albar Capital Partners LLP 1.15% — 13,771 $4.8M
First American Bank 0.33% Add +4.3% 13,506 $4.7M
Watchman Group, Inc. 1.22% Reduce -4.1% 13,357 $4.7M
Sterling Capital Management LLC 0.06% Add +32.1% 13,242 $4.6M
Sapient Capital LLC 0.09% Add +0.3% 13,127 $4.6M
Mizuho Securities USA LLC 0.08% Add +46.3% 13,002 $4.5M
Cwm, LLC 0.02% Add +7.4% 12,962 $4.5M
Atria Investments, Inc 0.06% Reduce -10.2% 12,927 $4.5M
Savant Capital, LLC 0.04% Add +2.8% 12,910 $4.5M
Merit Financial Group, LLC 0.08% Add +177.4% 12,835 $4.5M
Rafferty Asset Management, LLC 0.02% Add +11.5% 12,816 $4.5M
Peloton Wealth Strategists 1.83% Reduce -1.9% 12,778 $4.5M
Stonebridge Financial Group, LLC 0.49% — 12,774 $4.5M
Physicians Financial Services, Inc. 1.33% No change 12,582 $4.4M
Thompson Siegel & Walmsley LLC 0.07% Add +18.1% 12,570 $4.4M
Assenagon Asset Management S.A. 0.01% Reduce -10.2% 12,552 $4.4M
Donaldson Capital Management, LLC 0.17% Reduce -4.4% 12,512 $4.4M
Polymer Capital Management (US) LLC 1.38% — 12,351 $4.3M
Dupree Financial Group, LLC 2.06% Add +0.3% 12,153 $4.2M
Ieq Capital, LLC 0.04% Add +37.4% 12,150 $4.2M
NovaPoint Capital, LLC 1.29% Add +2.3% 12,098 $4.2M
Tidal Investments LLC 0.03% Reduce -12.3% 12,091 $4.2M
Rothschild Investment LLC 0.27% Reduce -0.6% 12,010 $4.2M
Aull & Monroe Investment Management Corp 2.11% Reduce -3.3% 11,849 $4.1M
Concurrent Investment Advisors, LLC 0.11% Add +296.0% 11,841 $4.1M
Oregon Public Employees Retirement Fund 0.08% Add +0.2% 11,752 $4.1M
Scopus Asset Management, L.P. 0.15% Add +17.5% 11,747 $4.1M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -13.8% 11,742 $4.1M
Flputnam Investment Management Co. 0.07% Reduce -36.6% 11,718 $4.1M
Huntington National Bank 0.04% Add +59.4% 11,623 $4.1M
Apollon Wealth Management, LLC 0.09% Add +6.7% 11,592 $4.0M
Valeo Financial Advisors, LLC 0.11% Reduce -11.5% 11,554 $4.0M
Meritage Portfolio Management 0.25% Reduce -7.0% 11,395 $4.0M
Community Bank, N.A. 0.51% No change 11,321 $3.9M
Karani Asset Management LLC 3.68% — 11,318 $3.9M
Tredje AP-fonden 0.04% Add +55.0% 11,274 $3.9M
Pacer Advisors, Inc. 0.01% Reduce -10.4% 11,265 $3.9M
Olstein Capital Management, L.P. 0.69% Reduce -55.0% 11,250 $3.9M
Mubadala Investment Co PJSC 0.02% New 11,195 $3.9M
Unison Advisors LLC 0.46% Add +0.5% 11,109 $3.9M
Chiron Investment Management, LLC 1.29% Add +1741.9% 11,070 $3.9M
Royce & Associates LP 0.04% Reduce -12.0% 11,000 $3.8M
Argent Trust Co 0.16% Add +3.5% 10,979 $3.8M
Regions Financial Corp. 0.03% Reduce -3.1% 10,973 $3.8M
Cannon Advisors, Inc. 3.24% Reduce -3.1% 10,950 $3.8M
Trust Co. of Vermont 0.19% Add +85.5% 10,941 $3.8M
Midwest Professional Planners, LTD. 1.13% Add +7.2% 10,836 $3.8M
Eukles Asset Management 1.61% Reduce -4.2% 10,812 $3.8M
UniSuper Management Pty Ltd 0.03% Add +19.0% 10,774 $3.8M
Catalyst Capital Advisors LLC 0.08% Add +20.7% 10,770 $3.8M
Lifeworks Advisors, LLC 0.67% Add +10.4% 10,658 $3.7M
Wealthfront Advisers LLC 0.01% Add +3.8% 10,627 $3.7M
Cullinan Associates Inc. 0.24% Reduce -20.6% 10,570 $3.7M
Jacobi Capital Management LLC 0.27% Reduce -3.5% 10,491 $3.7M
Rodgers Brothers Inc. 0.48% Add +0.1% 10,481 $3.7M
Ethic Inc. 0.07% Add +135.3% 10,480 $3.7M
Patton Fund Management, Inc. 0.71% Reduce -13.1% 10,461 $3.6M
Wolverine Trading, LLC 0.08% Reduce -27.5% 10,462 $3.6M
Romano Brothers and Company 0.46% Reduce -0.5% 10,363 $3.6M
Cresset Asset Management, LLC 0.02% Reduce -59.1% 10,282 $3.6M
Choreo, LLC 0.05% Add +50.3% 10,268 $3.6M
Harfst & Associates, Inc. 0.74% Add +27.4% 10,175 $3.5M
Crossmark Global Holdings, Inc. 0.07% Add +26.8% 10,167 $3.5M
Gulf International Bank (UK) Ltd 0.09% Reduce -1.0% 10,098 $3.5M
WD Rutherford LLC 1.67% Add +3.2% 10,074 $3.5M
CoreCap Advisors, LLC 0.16% Reduce -1.0% 10,023 $3.5M
American Trust 0.27% Reduce -16.0% 10,016 $3.5M
KP Management LLC 1.22% No change 10,000 $3.5M
Diversified Trust Co. 0.08% Reduce -22.9% 9,916 $3.5M
Fairvoy Private Wealth, LLC 0.92% — 9,900 $3.5M
Atria Wealth Solutions, Inc. 0.04% Add +0.7% 9,889 $3.4M
XML Financial, LLC 0.31% Reduce -6.3% 9,713 $3.4M
Eagle Rock Investment Company, LLC 0.56% No change 9,666 $3.4M
Greenfield Seitz Capital Management, LLC 1.28% Add +1.4% 9,618 $3.4M
Orion Porfolio Solutions, LLC 0.03% Reduce -11.0% 9,561 $3.3M
Orion Portfolio Solutions, LLC 0.03% Reduce -11.0% 9,561 $3.3M
Jupiter Asset Management Ltd. 0.03% Reduce -92.9% 9,473 $3.3M
Stone Summit Wealth LLC 1.10% Reduce -2.4% 9,439 $3.3M
Kentucky Retirement Systems 0.10% Reduce -1.4% 9,418 $3.3M
Fulton Bank, N.A. 0.13% Reduce -9.7% 9,418 $3.3M
Ontario Teachers Pension Plan Board 0.04% Reduce -9.4% 9,271 $3.2M
Catherine Avery Investment Management LLC 2.85% — 9,270 $3.2M
Oppenheimer & Co. Inc. 0.05% Reduce -5.3% 9,261 $3.2M
Caprock Group, LLC 0.10% Add +6.6% 9,147 $3.2M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -17.3% 9,085 $3.2M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -4.0% 9,060 $3.2M
Railway Pension Investments Ltd 0.04% Add +25.4% 8,900 $3.1M
Grey Ledge Advisors, LLC 0.80% Reduce -4.9% 8,895 $3.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +9.3% 8,847 $3.1M
Penobscot Investment Management Company, Inc. 0.28% Reduce -0.5% 8,810 $3.1M
Sierra Legacy Group 2.81% — 8,770 $3.1M
Trilogy Capital Inc. 0.16% Reduce -13.4% 8,752 $3.1M
Tealwood Asset Management Inc. 1.27% Reduce -0.5% 8,747 $3.0M
Kintegral Advisory, LLC 0.29% Reduce -4.5% 8,741 $3.0M
OMERS ADMINISTRATION Corp 0.03% Reduce -19.0% 8,698 $3.0M
CENTRAL TRUST Co 0.07% Add +2.0% 8,692 $3.0M
Weiss Asset Management LP 0.09% New 8,659 $3.0M
Vaughan Nelson Investment Management, L.P. 0.03% No change 8,630 $3.0M
CCM Investment Group, LLC 0.33% — 8,610 $3.0M
New Age Alpha Advisors, LLC 0.12% New 8,596 $3.0M
Cumberland Advisors Inc. 1.19% No change 8,550 $3.0M
Peddock Capital Advisors, LLC 0.71% Add +0.0% 8,521 $3.0M
Albert D Mason Inc. 1.98% Reduce -6.1% 8,516 $3.0M
Hartford Investment Management Co. 0.10% Reduce -1.9% 8,457 $2.9M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -21.4% 8,367 $2.9M
Woodline Partners LP 0.02% New 8,238 $2.9M
Fayez Sarofim & Co 0.01% Add +72.3% 8,195 $2.9M
Integras Partners LLC 2.53% — 8,143 $2.8M
Greenleaf Trust 0.03% Add +0.5% 8,110 $2.8M
MAI Capital Management 0.02% Add +26.0% 7,972 $2.8M
Metis Global Partners, LLC 0.08% Reduce -5.3% 7,866 $2.7M
Verdence Capital Advisors LLC 0.22% Reduce -0.3% 7,830 $2.7M
Integrated Wealth Concepts LLC 0.03% Add +2.2% 7,820 $2.7M
Pathway Financial Advisers, LLC 0.91% Reduce -99.7% 7,766 $2.7M
Security National Bank of So Dak 1.51% Add +0.1% 7,758 $2.7M
Forte Capital LLC 0.30% Reduce -0.9% 7,715 $2.7M
Avantax Advisory Services, Inc. 0.02% Reduce -3.7% 7,706 $2.7M
Kendall Capital Management 0.78% Reduce -0.9% 7,632 $2.7M
Burney Co./ 0.09% Reduce -15.7% 7,570 $2.6M
Arkadios Wealth Advisors 0.14% Add +24.1% 7,544 $2.6M
Bleakley Financial Group, LLC 0.08% Add +0.2% 7,531 $2.6M
Montag A & Associates Inc. 0.12% Reduce -0.8% 7,522 $2.6M
Murphy Pohlad Asset Management LLC 1.13% Reduce -2.4% 7,515 $2.6M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -13.1% 7,499 $2.6M
IFG Advisory, LLC 0.15% Add +0.2% 7,493 $2.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 7,476 $2.6M
Traynor Capital Management, Inc. 0.20% Reduce -10.9% 7,466 $2.6M
Laird Norton Wetherby Wealth Management, LLC 0.12% Reduce -0.2% 7,411 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -3.9% 7,400 $2.6M
Securian Asset Management, Inc. 0.07% Reduce -1.9% 7,393 $2.6M
Loudon Investment Management, LLC 1.46% No change 7,346 $2.6M
J. Safra Sarasin Holding AG 0.04% New 7,314 $2.5M
M&G PLC 0.02% No change 7,287 $2.5M
Maryland State Retirement & Pension System 0.05% Reduce -6.5% 7,295 $2.5M
Two Sigma Investments, LP 0.01% Reduce -62.8% 7,287 $2.5M
Y-Intercept (Hong Kong) Ltd 0.17% New 7,265 $2.5M
MainStreet Investment Advisors LLC 0.35% Reduce -1.2% 7,188 $2.5M
Brown, Lisle/Cummings, Inc. 0.74% No change 7,160 $2.5M
Cascade Investment Advisors, Inc. 1.59% Reduce -0.9% 7,099 $2.5M
Enhancing Capital LLC 1.95% — 7,030 $2.5M
Weaver C. Barksdale & Associates, Inc. 2.34% Reduce -2.4% 7,015 $2.4M
Geneos Wealth Management Inc. 0.09% Add +3.0% 6,991 $2.4M
Bedel Financial Consulting, Inc. 0.34% Reduce -0.5% 6,579 $2.4M
Vident Advisory, LLC 0.04% Add +1.5% 6,978 $2.4M
Leuthold Group, LLC 0.29% Reduce -4.0% 6,953 $2.4M
Hartford Financial Management Inc. 0.50% Reduce -0.2% 6,936 $2.4M
Parallel Advisors, LLC 0.05% Reduce -4.4% 6,901 $2.4M
Marshall Wace, LLP 0.00% Reduce -9.4% 6,900 $2.4M
Daymark Wealth Partners, LLC 0.10% Reduce -2.4% 6,894 $2.4M
Perigon Wealth Management, LLC 0.06% Add +566.6% 6,546 $2.4M
Mirabaud Asset Management Ltd 1.10% Reduce -14.3% 6,780 $2.4M
Strong Tower Advisory Services 0.61% Add +2.6% 6,726 $2.3M
Ostrum Asset Management 0.20% Add +16.8% 6,720 $2.3M
Simmons Bank 0.17% Reduce -2.2% 6,697 $2.3M
Scotia Capital Inc. 0.01% Reduce -29.9% 6,680 $2.3M
Security National Bank of Sioux City Iowa 1.62% Reduce -0.7% 6,647 $2.3M
Bank of Stockton 0.70% Reduce -0.4% 6,643 $2.3M
New Mexico Educational Retirement Board 0.08% Reduce -1.5% 6,554 $2.3M
Cadence Bank 0.15% Reduce -0.5% 6,552 $2.3M
Sierra Summit Advisors LLC 0.46% Add +1.3% 6,531 $2.3M
Applied Capital LLC 1.79% Reduce -0.8% 6,525 $2.3M
Artemis Investment Management LLP 0.03% New 6,506 $2.3M
Essex Financial Services, Inc. 0.16% Add +4.7% 6,475 $2.3M
Money Concepts Capital Corp. 0.17% Reduce -6.9% 6,441 $2.2M
Delta Financial Advisors LLC 0.83% Add +0.1% 6,434 $2.2M
Mgo One Seven LLC 0.09% Add +192.3% 6,422 $2.2M
Canandaigua National Bank & Trust Co. 0.22% Add +9.4% 6,422 $2.2M
WBH Advisory Inc. 0.21% Reduce -5.6% 6,410 $2.2M
Caldwell Trust Co 0.23% Reduce -0.9% 6,388 $2.2M
Wilmington Savings Fund Society, FSB 0.04% Add +27.9% 6,380 $2.2M
CHICAGO TRUST Co NA 0.41% Reduce -2.3% 6,359 $2.2M
Norinchukin Bank, The 0.05% Add +10.9% 6,343 $2.2M
Cornerstone Advisors, LLC 0.09% No change 6,300 $2.2M
Bond & Devick Financial Network, Inc. 0.94% No change 6,779 $2.2M
Ritholtz Wealth Management 0.06% Add +5.5% 6,282 $2.2M
Sterling Investment Advisors, Ltd. 0.53% Reduce -5.1% 6,275 $2.2M
Tower Research Capital LLC (TRC) 0.04% Add +24.6% 6,210 $2.2M
Motley Fool Asset Management LLC 0.11% Add +12.3% 6,194 $2.2M
River Street Advisors LLC 1.10% Add +1.7% 6,181 $2.2M
Moody National Bank Trust Division 0.22% Reduce -6.4% 6,125 $2.1M
Allworth Financial LP 0.01% Add +110.8% 5,810 $2.1M
Plato Investment Management Ltd 0.15% No change 5,992 $2.1M
First Citizens Financial Corp 1.13% No change 5,990 $2.1M
Clearstead Advisors, LLC 0.03% Reduce -1.5% 5,988 $2.1M
Twin Tree Management, LP 0.05% New 5,986 $2.1M
Townsquare Capital LLC 0.02% Add +81.9% 5,978 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Reduce -3.1% 5,964 $2.1M
NEOS Investment Management LLC 0.05% Add +26.2% 5,963 $2.1M
Cannell & Spears LLC 0.04% Reduce -0.8% 5,899 $2.1M
Vinva Investment Management Ltd 0.08% Add +3.0% 5,850 $2.0M
Fuller & Thaler Asset Management, Inc. 0.01% Add +50.8% 5,834 $2.0M
Park Avenue Securities LLC 0.02% Add +29.7% 5,821 $2.0M
Generali Asset Management SPA SGR 0.05% — 5,817 $2.0M
Ipswich Investment Management Co., Inc. 0.49% Reduce -7.4% 5,812 $2.0M
Axxcess Wealth Management, LLC 0.05% Add +133.4% 5,798 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Reduce -7.8% 5,792 $2.0M
Absher Wealth Management, LLC 0.26% Reduce -4.9% 5,759 $2.0M
Edmp, Inc. 1.89% Reduce -1.6% 5,714 $2.0M
Kestra Private Wealth Services, LLC 0.03% Add +28.1% 5,711 $2.0M
Symphony Financial, Ltd. Co. 0.31% Add +7.6% 5,454 $2.0M
DMKC Advisory Services, LLC 1.79% — 5,674 $2.0M
Harbour Trust & Investment Management Co 0.22% Reduce -0.8% 5,658 $2.0M
Global Retirement Partners, LLC 0.06% Add +81.5% 5,613 $2.0M
BDF-Gestion 0.20% Reduce -11.5% 5,593 $1.9M
SevenBridge Financial Group, LLC 0.37% Add +16.8% 5,196 $1.9M
Richard P Slaughter Associates Inc 0.43% Reduce -4.4% 5,552 $1.9M
Kerusso Capital Management LLC 1.23% Add +0.2% 5,533 $1.9M
Johnson Financial Group, Inc. 0.09% Reduce -69.3% 5,370 $1.9M
Atlantic Edge Private Wealth Management, LLC 0.59% Reduce -0.4% 5,483 $1.9M
Stock Yards Bank & Trust Co. 0.07% Add +7.4% 5,464 $1.9M
Zurich Insurance Group Ltd 0.02% No change 5,400 $1.9M
Waverly Advisors, LLC 0.03% Add +13.8% 5,347 $1.9M
Ranch Capital Advisors Inc. 0.88% Add +1.1% 5,342 $1.9M
Mengis Capital Management, Inc. 0.38% Add +2.0% 5,338 $1.9M
Venturi Wealth Management, LLC 0.09% Add +21.6% 5,312 $1.9M
Stiles Financial Services Inc 0.67% Add +0.5% 5,310 $1.9M
Boston Trust Walden Corp 0.01% Add +4.8% 5,260 $1.8M
Atlas Brown,Inc. 0.62% Add +147.4% 5,208 $1.8M
Shell Asset Management Co. 0.08% Add +54.3% 5,187 $1.8M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +8.4% 5,131 $1.8M
Fiduciary Group, LLC 0.18% Reduce -6.6% 5,071 $1.8M
Aptus Capital Advisors, LLC 0.02% Add +341.3% 5,071 $1.8M
St. Johns Investment Management Company, LLC 0.82% Add +2.1% 5,062 $1.8M
O'Brien Greene & Co. Inc 0.57% Add +0.5% 5,048 $1.8M
ArchPoint Investors 0.57% No change 5,000 $1.7M
SlateStone Wealth, LLC 0.17% Add +8.3% 4,984 $1.7M
Beacon Investment Advisors LLC 0.81% Reduce -10.2% 4,956 $1.7M
&partners 0.02% Add +48.4% 4,827 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.0% 4,906 $1.7M
Independent Advisor Alliance 0.02% Add +41.1% 4,883 $1.7M
TD Waterhouse Canada Inc. 0.01% Add +7.2% 4,871 $1.7M
Arrow Financial Corp 0.16% Reduce -5.3% 4,862 $1.7M
Columbia Bank 0.58% Add +0.4% 4,624 $1.7M
Massachusetts Wealth Management 1.04% Add +0.6% 4,812 $1.7M
PFG Advisors 0.10% Reduce -1.7% 4,797 $1.7M
CI Investments Inc. 0.01% Add +726.5% 4,794 $1.7M
Empirical Finance, LLC 0.10% Reduce -1.1% 4,784 $1.7M
Whitener Capital Management, Inc. 0.47% Reduce -2.9% 4,777 $1.7M
TFG Advisers LLC 0.60% Reduce -0.3% 4,774 $1.7M
USS Investment Management Ltd 0.01% Reduce -38.5% 4,732 $1.7M
Pensionfund Sabic 0.43% Add +27.0% 4,700 $1.6M
Concourse Financial Group Securities, Inc. 0.09% Reduce -2.9% 4,473 $1.6M
Precedent Wealth Partners, LLC 0.53% Add +3.0% 4,675 $1.6M
Pinnacle Wealth Management Advisory Group, LLC 0.15% Reduce -0.0% 4,673 $1.6M
Sunbelt Securities, Inc. 0.14% Reduce -1.1% 4,675 $1.6M
Certified Advisory Corp 0.18% Reduce -2.9% 4,671 $1.6M
Retirement Guys Formula LLC 0.82% Reduce -1.6% 4,669 $1.6M
North Star Investment Management Corp. 0.11% Add +0.5% 4,662 $1.6M
Westover Capital Advisors, LLC 0.35% Reduce -4.3% 4,619 $1.6M
StoneX Group Inc. 0.09% Reduce -3.8% 4,603 $1.6M
Orca Wealth Management, LLC 1.43% — 4,574 $1.6M
Hohimer Wealth Management, LLC 0.30% No change 4,528 $1.6M
Sara-Bay Financial 0.58% Add +3.3% 4,521 $1.6M
Nomura Holdings Inc. 0.01% New 4,517 $1.6M
Meeder Advisory Services, Inc. 0.10% Add +2.3% 4,504 $1.6M
Bokf, NA 0.03% Reduce -2.6% 4,415 $1.6M
First Hawaiian Bank 0.05% Reduce -2.3% 4,490 $1.6M
Cim, LLC 0.22% New 4,395 $1.5M
Kingsview Wealth Management, LLC 0.03% Reduce -68.9% 4,381 $1.5M
Oarsman Capital, Inc. 0.27% Add +12.8% 4,379 $1.5M
Mission Wealth Management, LP 0.04% Add +2.0% 4,362 $1.5M
SVB Wealth LLC 0.03% New 4,362 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 4,356 $1.5M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -10.1% 4,354 $1.5M
Pitcairn Co. 0.09% Add +3.5% 4,347 $1.5M
Convergence Investment Partners, LLC 0.34% Reduce -0.3% 4,323 $1.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.05% Reduce -30.8% 4,324 $1.5M
West Coast Financial LLC 0.16% Reduce -0.0% 4,253 $1.5M
OneDigital Investment Advisors LLC 0.02% Reduce -47.3% 4,245 $1.5M
AlTi Global, Inc. 0.04% Add +0.1% 4,086 $1.5M
Quantitative Investment Management, LLC 0.11% Reduce -61.5% 4,219 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +4.4% 4,216 $1.5M
Symmetry Investments LP 0.09% New 4,200 $1.5M
Caption Management, LLC 0.06% New 4,200 $1.5M
FineMark National Bank & Trust 0.05% Reduce -1.1% 4,166 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +38.5% 4,149 $1.4M
Allstate Corp. 0.04% New 4,116 $1.4M
Heritage Trust Co 0.17% — 4,080 $1.4M
Handelsbanken Fonder AB 0.01% Add +6.6% 4,067 $1.4M
Sageworth Trust Co of South Dakota 1.79% No change 4,051 $1.4M
Walleye Capital LLC 0.01% Reduce -79.6% 4,047 $1.4M
Moors & Cabot, Inc. 0.07% Add +0.1% 4,040 $1.4M
Siemens Fonds Invest GmbH 0.15% Add +0.1% 4,041 $1.4M
Balefire, LLC 0.48% Reduce -1.1% 4,030 $1.4M
HighPoint Advisor Group LLC 0.08% Add +4.4% 3,755 $1.4M
Winthrop Capital Management, LLC 0.37% New 4,013 $1.4M
Value Star Asset Management (Hong Kong) Ltd 4.40% New 4,000 $1.4M
First Pacific Financial 0.32% Reduce -2.6% 3,945 $1.4M
Connecticut Wealth Management, LLC 0.07% Reduce -0.9% 3,913 $1.4M
Kennondale Capital Management LLC 1.47% — 3,911 $1.4M
Morse Asset Management, Inc 0.31% No change 3,801 $1.3M
Hobbs Group Advisors, LLC 0.50% Add +82.5% 3,795 $1.3M
Schechter Investment Advisors, LLC 0.10% Reduce -2.0% 3,749 $1.3M
Fifth Third Wealth Advisors LLC 0.07% Add +3.7% 3,744 $1.3M
JGP Wealth Management, LLC 0.17% Reduce -1.1% 3,732 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +5.1% 3,718 $1.3M
KG Capital Management 0.42% Add +0.8% 3,749 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -3.7% 3,704 $1.3M
Goelzer Investment Management, Inc. 0.07% Add +4.5% 3,699 $1.3M
MWA Asset Management 0.86% Add +0.4% 3,690 $1.3M
Squarepoint Ops LLC 0.00% Reduce -1.8% 3,687 $1.3M
HBK Sorce Advisory LLC 0.04% Add +24.2% 3,669 $1.3M
GeoWealth Management, LLC 0.04% Add +23.9% 3,666 $1.3M
Chancellor Financial Group WB LP 1.03% — 3,657 $1.3M
Wellington Management Group LLP 0.00% Reduce -15.2% 3,639 $1.3M
IHT Wealth Management, LLC 0.04% Reduce -49.0% 3,614 $1.3M
DB Fitzpatrick & Co, Inc 1.14% Reduce -32.6% 3,568 $1.2M
Frank, Rimerman Advisors LLC 0.09% Add +1.9% 3,561 $1.2M
Wealthcare Advisory Partners LLC 0.03% Reduce -0.4% 3,552 $1.2M
Spirit of America Management Corp. 0.25% No change 3,550 $1.2M
Alps Advisors Inc. 0.01% Reduce -95.8% 3,522 $1.2M
Wahed Invest LLC 0.20% Add +5.8% 3,512 $1.2M
Texas Yale Capital Corp. 0.05% Add +3.4% 3,505 $1.2M
Cozad Asset Management Inc. 0.11% Add +3.0% 3,493 $1.2M
Wealth Group, Ltd. 0.78% Add +2.6% 3,474 $1.2M
Ion Asset Management Ltd. 0.07% Add +1.5% 3,450 $1.2M
Virtus Advisers, LLC 0.49% Add +12.8% 3,438 $1.2M
Sylvest Advisors, LLC 0.73% — 3,426 $1.2M
Chicago Capital, LLC 0.03% Add +4.0% 3,421 $1.2M
IFP Advisors, Inc 0.04% Add +12.9% 3,417 $1.2M
Harbor Capital Advisors, Inc. 0.05% Add +0.3% 3,410 $1.2M
J.W. Cole Advisors, Inc. 0.05% Add +3.0% 3,398 $1.2M
Independent Financial Group, LLC 0.04% Add +14.6% 3,336 $1.2M
Csenge Advisory Group 0.06% Reduce -2.2% 3,321 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -2.1% 3,317 $1.2M
Signaturefd, LLC 0.02% Add +0.8% 3,313 $1.2M
Guyasuta Investment Advisors Inc. 0.07% No change 3,311 $1.2M
Essex Bank 0.29% Add +0.6% 3,308 $1.2M
Cornerstone Wealth Management, LLC 0.08% Reduce -1.4% 3,306 $1.2M
Independent Solutions Wealth Management, LLC 0.25% No change 3,298 $1.1M
Transamerica Financial Advisors, LLC 0.11% Reduce -17.1% 3,284 $1.1M
Aurora Investment Counsel 0.63% Reduce -44.7% 3,283 $1.1M
Twelve Points Wealth Management LLC 0.33% Add +3.3% 3,270 $1.1M
Qtron Investments LLC 0.16% Reduce -10.9% 3,266 $1.1M
Mather Group, Llc. 0.01% Reduce -1.8% 3,232 $1.1M
Sandy Spring Bank 0.05% Reduce -9.3% 3,219 $1.1M
Glenview Trust Co 0.02% Reduce -1.0% 3,219 $1.1M
Syon Capital LLC 0.10% Reduce -6.1% 3,195 $1.1M
V-Square Quantitative Management LLC 0.16% Reduce -3.2% 3,194 $1.1M
Ameritas Advisory Services, LLC 0.04% Add +15.1% 3,192 $1.1M
Garrison Point Advisors, LLC 0.53% Add +1.1% 3,190 $1.1M
Copperwynd Financial, LLC 0.31% Reduce -0.8% 3,189 $1.1M
Rehmann Capital Advisory Group 0.07% Add +20.3% 3,136 $1.1M
FIL Ltd 0.00% Reduce -56.3% 3,116 $1.1M
Fortem Financial Group, LLC 0.42% Reduce -2.0% 3,111 $1.1M
GAMMA Investing LLC 0.09% Add +31.1% 3,109 $1.1M
Cape Ann Savings Bank 0.64% Reduce -4.2% 3,105 $1.1M
Western Wealth Management, LLC 0.06% Reduce -25.5% 3,089 $1.1M
South Dakota Investment Council 0.02% No change 3,087 $1.1M
BBR Partners, LLC 0.07% Reduce -0.6% 3,064 $1.1M
Crescent Sterling, Ltd. 1.10% Reduce -0.7% 3,063 $1.1M
Tectonic Advisors LLC 0.07% Reduce -4.7% 3,055 $1.1M
Walleye Trading LLC 0.02% Reduce -42.2% 3,049 $1.1M
Resources Management Corp. /CT/ 0.14% Reduce -0.9% 3,030 $1.1M
LMR Partners LLP 0.02% Add +194.2% 3,021 $1.1M
Prospera Financial Services Inc 0.02% Add +0.5% 3,012 $1.1M
Mariner Investment Group LLC 0.21% New 3,000 $1.0M
Crowley Wealth Management, Inc. 0.92% — 2,990 $1.0M
GAM Holding AG 0.08% New 2,980 $1.0M
Williamson Legacy Group, LLC 0.69% New 2,976 $1.0M
Nilsine Partners, LLC 0.11% Reduce -0.2% 2,976 $1.0M
HB Wealth Management, LLC 0.01% Reduce -3.8% 2,954 $1.0M
Davidson Trust Co. 0.53% Add +1.8% 2,943 $1.0M
SRN Advisors, LLC 0.91% Reduce -18.3% 2,942 $1.0M
Bradley Foster & Sargent Inc. 0.02% Add +2.5% 2,941 $1.0M
FLC Capital Advisors 0.23% No change 2,920 $1.0M
Montecito Bank & Trust 0.18% Reduce -3.1% 2,901 $1.0M
Jump Financial, LLC 0.02% New 2,894 $1.0M
Rockland Trust Co. 0.05% Add +32.6% 2,873 $1.0M
Wilson & Boucher Capital Management, LLC 0.71% No change 2,868 $1000K
United Capital Financial Advisors, LLC 0.01% Reduce -0.3% 2,854 $995K
RFG Advisory, LLC 0.03% Reduce -10.8% 2,850 $994K
Intech Investment Management LLC 0.01% New 2,810 $980K
Larson Financial Group LLC 0.05% Add +3.0% 2,804 $977K
2UniFi Bank 0.65% — 2,796 $975K
Legacy Capital Group California, Inc. 0.30% Reduce -0.7% 2,796 $975K
Tocqueville Asset Management L.P. 0.02% Reduce -1.7% 2,790 $973K
Checchi Capital Advisers, LLC 0.07% Reduce -0.6% 2,786 $971K
Truvestments Capital LLC 0.25% Add +26.1% 2,784 $970K
Americana Partners, LLC 0.04% Add +9.5% 2,773 $967K
Farmers & Merchants Investments Inc. 0.03% No change 2,755 $960K
Principal Securities, Inc. 0.02% Add +14.9% 2,752 $959K
Van Hulzen Asset Management, LLC 0.07% No change 2,747 $958K
Kingswood Wealth Advisors, LLC 0.07% Reduce -41.6% 2,740 $955K
MIdWestOne Financial Group, Inc. 0.13% Add +5.8% 2,721 $949K
Oppenheimer Asset Management Inc. 0.01% Reduce -5.9% 2,717 $947K
Vise Technologies, Inc. 0.08% Add +112.7% 2,714 $946K
RFG - Bristol Wealth Advisors, LLC 0.31% — 2,701 $942K
Alpha DNA Investment Management LLC 0.51% Add +16.8% 2,699 $941K
Acropolis Investment Management, LLC 0.05% Reduce -0.8% 2,655 $926K
Vestcor Inc 0.03% Reduce -0.1% 2,649 $923K
Whittier Trust Co. 0.01% Reduce -4.6% 2,632 $917K
Baader Bank Aktiengesellschaft 0.08% Reduce -15.4% 2,613 $911K
Coldstream Capital Management Inc. 0.02% Add +2.4% 2,612 $911K
Great Valley Advisor Group, Inc. 0.02% Reduce -8.1% 2,608 $910K
MADDEN SECURITIES Corp 0.36% No change 2,600 $906K
Cim Investment Management Inc. 0.27% Reduce -0.5% 2,599 $906K
Independence Bank of Kentucky 0.14% Add +4.0% 2,590 $903K
Wynn Capital, LLC 0.57% Add +0.4% 2,581 $900K
Modera Wealth Management, LLC 0.01% Add +19.8% 2,580 $899K
GoalVest Advisory LLC 0.25% No change 2,570 $896K
Mutual Advisors, LLC 0.03% Reduce -6.2% 2,418 $886K
South Plains Financial, Inc. 0.67% — 2,522 $879K
SkyView Investment Advisors, LLC 0.14% Reduce -52.8% 2,518 $878K
Ballentine Partners, LLC 0.01% Add +5.3% 2,506 $874K
Focus Partners Advisor Solutions, LLC 0.01% Add +53.0% 2,504 $873K
Field & Main Bank 0.31% Add +1.5% 2,498 $871K
Kentucky Retirement Systems Insurance Trust Fund 0.15% Add +52.1% 6,171 $870K
Segment Wealth Management, LLC 0.06% No change 2,487 $867K
Boyd Watterson Asset Management LLC 0.24% Reduce -0.8% 2,474 $862K
Advisor OS, LLC 0.10% Add +69.0% 2,470 $861K
Fiduciary Trust Co 0.01% Add +1.1% 2,456 $856K
Lakewood Asset Management LLC 0.59% Reduce -0.5% 2,438 $850K
Prudential PLC 0.00% No change 2,420 $844K
Bowen Hanes & Co. Inc. 0.02% No change 2,400 $837K
Tiaa Trust, National Association 0.00% Reduce -2.3% 2,397 $836K
Cornercap Investment Counsel Inc. 0.27% Reduce -3.2% 2,388 $832K
Affinity Investment Advisors, LLC 0.69% Reduce -4.8% 2,381 $830K
Groupama Asset Managment 0.02% Reduce -56.3% 2,351 $819K
Castleview Partners, LLC 0.44% Add +1.4% 2,338 $813K
Knollwood Investment Advisory, LLC 0.08% No change 2,317 $808K
Basepoint Wealth LLC 0.64% Reduce -14.3% 2,314 $807K
Institute for Wealth Management, LLC. 0.10% No change 2,311 $806K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% New 2,300 $802K
Hilltop Holdings Inc. 0.05% Reduce -0.7% 2,292 $799K
Kades & Cheifetz LLC 0.41% Reduce -43.0% 2,281 $795K
Rwa Wealth Partners, LLC 0.01% Reduce -3.0% 2,273 $792K
D.B. Root & Company, LLC 0.25% Reduce -0.2% 2,261 $788K
Patron Partners, LLC 0.43% Add +5.4% 2,260 $788K
Ashton Thomas Private Wealth, LLC 0.03% Add +124.5% 2,258 $787K
Farther Finance Advisors, LLC 0.03% Reduce -9.2% 2,240 $781K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.16% Add +18.9% 2,238 $780K
Angeles Wealth Management, LLC 0.06% Add +115.8% 2,238 $780K
Investment Advisory Services Inc. /TX 0.27% Reduce -1.4% 2,230 $777K
Cypress Asset Management Inc. 0.19% Add +3.2% 2,230 $777K
Mechanics Financial Corp 0.35% Reduce -0.5% 2,228 $777K
XTX Topco Ltd 0.06% New 2,218 $773K
Confluence Wealth Services, Inc. 0.05% Reduce -4.2% 2,095 $773K
Knuff & Co LLC 0.23% No change 2,213 $771K
Leonteq Securities AG 0.08% Reduce -32.8% 2,209 $770K
PFG Investments, LLC 0.05% Reduce -1.5% 2,204 $768K
Versor Investments LP 0.13% Reduce -4.3% 2,200 $767K
Stevens Capital Management LP 0.31% Add +57.7% 2,198 $766K
Empire Financial Management Company, LLC 0.24% Reduce -1.9% 2,191 $764K
Atlantic Union Bankshares Corp 0.04% No change 2,189 $763K
SG Americas Securities, LLC 0.00% Reduce -95.3% 2,163 $754K
Smith, Moore & Co. 0.07% Reduce -3.0% 2,163 $754K
KCM Investment Advisors LLC 0.03% Add +1.1% 2,150 $749K
Nwam LLC 0.05% Add +1.2% 2,149 $749K
Perpetual Ltd 0.01% Add +88.5% 2,130 $743K
Brighton Jones LLC 0.02% Add +4.1% 2,112 $736K
Joel Isaacson & Co., LLC 0.03% No change 2,111 $736K
Allianz SE 0.02% New 2,110 $736K
Wesbanco Bank Inc. 0.03% Add +5.4% 2,106 $734K
Indie Asset Partners, LLC 0.58% Reduce -0.1% 2,106 $734K
Silver Coast Investments LLC 0.28% Reduce -2.1% 2,092 $729K
International Assets Investment Management, LLC 0.06% Reduce -98.0% 2,091 $727K
Alyeska Investment Group, L.P. 0.00% Reduce -38.3% 2,081 $725K
Uncommon Cents Investing LLC 0.22% Add +1.2% 2,080 $725K
UMB Bank, n.a. 0.01% Add +3.1% 2,079 $725K
Mindset Wealth Management, LLC 0.26% Add +1.7% 2,076 $724K
Martingale Asset Management L P 0.02% Reduce -49.5% 2,069 $721K
Lindbrook Capital, LLC 0.06% Reduce -6.8% 2,059 $718K
Heartland Bank & Trust Co 0.39% Reduce -3.1% 2,057 $717K
Joule Financial, LLC 0.25% No change 2,028 $707K
Mufg Securities Americas Inc. 0.09% — 2,025 $706K
Sigma Planning Corp 0.02% Add +10.0% 2,019 $704K
Canandaigua National Trust Co of Florida 0.55% Reduce -11.6% 2,018 $703K
Greenline Partners, LLC 0.10% No change 2,000 $697K
Pflug Koory, LLC 0.05% Reduce -0.3% 1,988 $693K
Nicholas Hoffman & Company, LLC. 0.03% Add +0.1% 1,980 $690K
Colonial River Investments, LLC 0.33% Add +6.9% 1,974 $688K
Triangle Securities Wealth Management 0.18% Reduce -0.2% 1,973 $688K
Patrick M Sweeney & Associates, Inc. 0.51% Reduce -0.5% 1,959 $683K
Oder Investment Management, LLC 0.57% Reduce -5.6% 1,954 $681K
Scientech Research LLC 0.19% New 1,952 $680K
Integrated Advisors Network LLC 0.03% Add +3.6% 1,952 $680K
Zacks Investment Management 0.01% Reduce -17.9% 1,951 $680K
First Command Advisory Services, Inc. 0.01% No change 1,943 $677K
Crestwood Advisors Group, LLC 0.01% Add +6.9% 1,930 $673K
Wealthspire Advisors, LLC 0.01% Add +6.1% 1,887 $658K
Chapin Davis, Inc. 0.21% No change 2,026 $656K
J2 Capital Management Inc 0.61% — 1,877 $654K
Horizon Investments, LLC 0.02% Add +1.0% 1,877 $654K
Stoneridge Investment Partners LLC 0.23% Reduce -57.1% 1,877 $654K
Graypoint LLC 0.04% Add +2.0% 1,874 $653K
Johnson Investment Counsel Inc. 0.01% Reduce -1.4% 1,856 $647K
1ST Source Bank 0.04% No change 1,844 $643K
Ascentis Independent Advisors 0.12% Add +16.0% 1,838 $641K
Shepherd Financial Partners LLC 0.08% Add +0.8% 1,834 $639K
Smartleaf Asset Management LLC 0.07% Add +9.4% 1,833 $639K
Stratos Wealth Partners, LTD. 0.01% Add +8.7% 1,830 $638K
Moneco Advisors, LLC 0.07% Add +2.2% 1,816 $633K
denkapparat Operations GmbH 0.93% — 1,808 $630K
CX Institutional 0.02% Add +12.3% 1,802 $628K
Kessler Investment Group, LLC 0.30% Reduce -5.3% 1,801 $628K
SkyOak Wealth, LLC 0.13% No change 1,800 $627K
Financial Advisors Network, Inc. 0.10% — 1,793 $625K
Monetary Management Group Inc. 0.16% No change 1,785 $622K
Valtrion Capital Management, LLC 1.33% — 1,784 $622K
Inlet Private Wealth, LLC 0.16% Reduce -40.4% 1,773 $618K
McDonald Partners LLC 0.16% New 1,770 $617K
Financial Management Professionals, Inc. 0.08% Add +9.0% 1,766 $616K
Beacon Financial Group 0.07% Reduce -1.7% 1,759 $613K
BlackDiamond Wealth Management, LLC 0.35% Reduce -11.1% 1,755 $612K
EPG Wealth Management LLC 0.16% Reduce -12.3% 1,748 $609K
Everett Harris & Co. 0.01% No change 1,745 $608K
Hickory Point Bank & Trust 0.54% — 1,737 $606K
Longfellow Investment Management Co. LLC 0.16% Reduce -6.0% 1,734 $604K
Compound Planning, Inc. 0.03% Add +29.4% 1,731 $603K
Pinnacle Bancorp, Inc. 0.20% No change 1,729 $603K
Aviance Capital Partners, LLC 0.08% Add +0.2% 1,726 $602K
Haverford Trust Co 0.01% Reduce -0.9% 1,724 $601K
Harbour Investments, Inc. 0.02% Add +2.3% 1,723 $601K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +9.5% 1,722 $600K
Tiemann Investment Advisors, LLC 0.27% Reduce -1.4% 1,721 $600K
WMS Partners, LLC 0.03% Add +0.8% 1,699 $592K
Brookstone Capital Management 0.01% Reduce -2.3% 1,698 $592K
Consolidated Portfolio Review Corp 0.09% New 1,698 $592K
Sonora Investment Management Group, LLC 0.05% No change 1,692 $590K
Parkside Financial Bank & Trust 0.08% Add +0.9% 1,688 $588K
Mill Capital Management, LLC 0.05% No change 1,666 $581K
Northwest Quadrant Wealth Management, LLC 0.13% Add +0.2% 1,659 $578K
Wela Strategies, Inc. 0.25% Add +15.4% 1,657 $577K
Venture Visionary Partners LLC 0.02% No change 1,655 $577K
Sagespring Wealth Partners, LLC 0.02% — 1,652 $576K
Profund Advisors LLC 0.02% Reduce -6.1% 1,650 $575K
Asset Dedication, LLC 0.04% No change 1,635 $570K
Northern Financial Advisors Inc 0.45% No change 1,632 $569K
Mayflower Financial Advisors, LLC 0.09% Add +2.0% 1,631 $568K
Hazlett, Burt & Watson, Inc. 0.25% Add +0.1% 1,620 $566K
Forum Financial Management, LP 0.01% Add +39.2% 1,616 $563K
Baldwin Investment Management, LLC 0.07% Reduce -22.4% 1,610 $561K
Belpointe Asset Management LLC 0.03% Reduce -5.5% 1,790 $560K
L2 Asset Management, LLC 0.12% Add +6.7% 1,601 $558K
X-Square Capital, LLC 0.23% No change 1,600 $558K
First National Bank Sioux Falls 0.24% No change 1,600 $558K
Horst & Graben Wealth Management LLC 0.10% No change 1,600 $558K
Calton & Associates, Inc. 0.25% Add +9.3% 1,598 $557K
Wealth Alliance, LLC 0.07% Add +0.7% 1,573 $548K
First City Capital Management, Inc. 0.29% No change 1,560 $544K
Icon Wealth Advisors, LLC 0.04% Add +9.6% 1,560 $544K
ELCO Management Co., LLC 0.28% Reduce -1.6% 1,545 $539K
Equitable Holdings, Inc. 0.01% Reduce -0.8% 1,545 $539K
True Link Financial Advisors, LLC 0.05% Add +0.1% 1,540 $537K
First Financial Bank - Trust Division 0.05% Reduce -2.2% 1,534 $535K
Thrive Wealth Management, LLC 0.10% Reduce -7.2% 1,527 $532K
Quadrant Capital Group LLC 0.04% Add +0.8% 1,518 $529K
Kirr Marbach & Co. LLC 0.11% Add +41.3% 1,510 $526K
Blue Chip Partners, LLC 0.05% Add +0.4% 1,508 $526K
HHM Wealth Advisors, LLC 0.07% Add +7.5% 1,495 $521K
Moloney Securities Asset Management, LLC 0.07% Reduce -9.0% 1,491 $520K
WASHINGTON TRUST Co 0.02% No change 1,490 $519K
Dynamic Advisor Solutions LLC 0.02% Reduce -2.7% 1,483 $517K
Freedom Investment Management, Inc. 0.04% Reduce -59.6% 1,481 $516K
Eagle Bluffs Wealth Management LLC 0.28% Reduce -21.7% 1,476 $515K
Crumly & Associates Inc. 0.14% Reduce -35.2% 1,474 $514K
Smith Salley Wealth Management 0.03% Reduce -9.2% 1,470 $512K
PKS Advisory Services, LLC 0.13% — 1,462 $510K
NBT Bank, N.A. 0.04% Reduce -0.7% 1,461 $509K
SYM FINANCIAL Corp 0.07% New 1,460 $509K
Prelude Capital Management, LLC 0.04% New 1,456 $508K
Excalibur Management Corp. 0.20% Reduce -1.4% 1,450 $505K
First Commonwealth Financial Corp 0.12% Reduce -3.0% 1,449 $505K
Globeflex Capital L P 0.04% No change 1,448 $505K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.4% 1,447 $504K
North Forty Two & Co. 0.58% — 1,443 $503K
MJP Associates Inc. 0.09% Add +132.4% 1,441 $502K
Maven Securities LTD 0.08% New 1,436 $501K
Hoey Investments, Inc. 0.08% Add +1034.9% 1,430 $498K
Sageworth Trust Co 0.03% Add +0.8% 1,422 $496K
CW Advisors, LLC 0.01% Add +74.1% 1,419 $495K
Ascent Group, LLC 0.04% Add +2.7% 1,417 $494K
KilterHowling LLC 0.28% No change 1,354 $494K
Private Trust Co. NA 0.05% Reduce -19.0% 1,412 $492K
Dorsey & Whitney Trust CO LLC 0.03% Add +4.8% 1,411 $492K
CSS LLC 0.09% New 1,410 $492K
Cigna Investments Inc. 0.09% No change 1,408 $491K
Dumont & Blake Investment Advisors LLC 0.13% Add +0.3% 1,398 $487K
Empower Advisory Group, LLC 0.00% Reduce -0.4% 1,393 $486K
Dearborn Partners LLC 0.02% No change 1,387 $484K
West Paces Advisors Inc. 0.12% No change 1,385 $483K
Maxi Investments CY Ltd 0.09% New 1,381 $481K
Wedmont Private Capital 0.03% Add +1.7% 1,353 $480K
Procyon Advisors, LLC 0.03% Reduce -0.7% 1,376 $480K
CVFG LLC 0.44% — 1,375 $479K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -13.4% 1,245 $479K
KPP Advisory Services LLC 0.11% Reduce -0.8% 1,373 $479K
Koshinski Asset Management, Inc. 0.04% Add +13.4% 1,372 $478K
Arbor Trust Wealth Advisors, LLC 0.22% Reduce -18.0% 1,370 $478K
Premier Path Wealth Partners, LLC 0.07% Add +5.8% 1,368 $477K
Stephens Inc. 0.01% Add +9.1% 1,364 $475K
111 Capital 0.10% — 1,359 $474K
Plimoth Trust Co. LLC 0.12% Reduce -2.5% 1,358 $473K
CenterBook Partners LP 0.03% New 1,355 $472K
Seven Springs Wealth Group, LLC 0.18% No change 1,351 $471K
Burke & Herbert Bank & Trust Co. 0.11% No change 1,346 $469K
Gladstone Institutional Advisory LLC 0.02% Reduce -3.5% 1,344 $469K
Founders Financial Alliance, LLC 0.13% Add +0.1% 1,338 $466K
Fermata Advisors, LLC 0.09% New 1,337 $466K
Callan Family Office, LLC 0.03% New 1,328 $463K
Aaron Wealth Advisors LLC 0.05% Add +25.8% 1,326 $462K
Eastern Bank 0.01% Add +17.5% 1,325 $462K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -51.8% 1,324 $462K
Silver Lake Advisory, LLC 0.20% Reduce -12.7% 1,321 $461K
Chesley Taft & Associates LLC 0.02% No change 1,320 $460K
Whalerock Point Partners, LLC 0.11% No change 1,316 $459K
Silvercrest Asset Management Group LLC 0.00% No change 1,316 $459K
Coastline Trust Co 0.05% Reduce -15.8% 1,312 $457K
Dean Investment Associates, LLC 0.07% Reduce -2.5% 1,309 $456K
First Nebraska Trust Co 0.04% No change 1,308 $456K
Marble Harbor Investment Counsel, LLC 0.05% No change 1,300 $453K
Leo Wealth, LLC 0.04% Add +11.1% 1,285 $448K
Focus Financial Network, Inc. 0.02% Reduce -5.0% 1,281 $447K
Financial Counselors Inc. 0.01% Reduce -62.3% 1,281 $447K
Princeton Global Asset Management LLC 0.08% Add +7.6% 1,278 $446K
HUB Investment Partners, LLC 0.02% Reduce -20.1% 1,276 $445K
Debussy Capital Management LP 0.07% Add +9.7% 1,271 $443K
Mediolanum International Funds Ltd 0.01% New 1,269 $441K
Gabelli Funds LLC 0.00% No change 1,265 $441K
Atticus Wealth Management, LLC 0.14% No change 1,263 $440K
SouthState Bank Corp 0.03% Add +384.6% 1,260 $439K
Portside Wealth Group, LLC 0.07% New 1,259 $439K
Court Place Advisors, LLC 0.14% No change 1,253 $437K
Vista Capital Partners, Inc. 0.05% New 1,242 $433K
Lake Street Advisors Group, LLC 0.02% Reduce -1.4% 1,242 $433K
Fidelis Capital Partners, LLC 0.04% Add +8.1% 1,242 $432K
Kapstone Financial Advisors LLC 0.23% No change 1,222 $432K
Castleark Management LLC 0.02% No change 1,240 $432K
AlphaQuest LLC 0.06% Add +41133.3% 1,237 $431K
Beverly Hills Private Wealth, LLC 0.09% Reduce -2.7% 1,236 $431K
Evercore Wealth Management, LLC 0.01% No change 1,234 $430K
Trust Co. of Toledo NA 0.06% Add +14.3% 1,218 $425K
E&G Advisors, LLC 0.11% No change 1,200 $418K
Crews Bank & Trust 0.07% — 1,200 $418K
First Interstate Bank 0.03% No change 1,200 $418K
Bruce G. Allen Investments, LLC 0.34% Reduce -0.5% 1,197 $417K
Chicago Partners Investment Group LLC 0.01% Add +7.1% 1,155 $415K
Ransom Advisory, Ltd 0.19% Reduce -6.6% 1,185 $413K
Harvest Fund Management Co., Ltd 0.02% New 1,184 $413K
Sterling Wealth Management, Inc. 0.15% Reduce -1.5% 1,184 $413K
Rogco, LP 0.17% Reduce -20.9% 1,172 $409K
Financial Partners Group, LLC 0.17% Reduce -0.8% 1,168 $407K
Thoroughbred Financial Services, LLC 0.02% Add +0.9% 1,170 $407K
Beacon Capital Management, LLC 0.05% No change 1,166 $407K
Catalina Capital Group, LLC 0.13% Add +3.6% 1,159 $404K
Astoria Portfolio Advisors LLC. 0.14% Add +5.1% 1,106 $403K
Lion Street Advisors, LLC 0.13% Reduce -0.9% 1,151 $401K
Douglass Winthrop Advisors, LLC 0.01% No change 1,150 $401K
Tradition Wealth Management, LLC 0.04% Reduce -0.8% 1,147 $400K
Wendell David Associates Inc. 0.04% No change 1,142 $398K
Allen Capital Group, LLC 0.05% Reduce -2.0% 1,134 $395K
Wedbush Securities Inc. 0.01% Reduce -10.3% 1,134 $395K
Philadelphia Trust Co. 0.03% No change 1,130 $394K
Waldron Private Wealth LLC 0.02% No change 1,130 $394K
Lake Street Private Wealth, LLC 0.06% Reduce -12.1% 1,130 $394K
Creative Financial Designs Inc. 0.03% Reduce -1.6% 1,130 $394K
City State Bank 0.14% No change 1,127 $393K
Cidel Asset Management Inc. 0.03% Reduce -8.4% 1,119 $390K
Cutler Investment Counsel LLC 0.05% Reduce -2.2% 1,117 $389K
Cornerstone Select Advisors, LLC 0.38% — 1,116 $389K
Cohen & Steers, Inc. 0.00% Add +5.3% 1,117 $389K
Sky Investment Group LLC 0.07% No change 1,113 $388K
Farmers Trust Co. 0.07% Add +0.4% 1,113 $388K
Cardiff Park Advisors, LLC 0.04% No change 1,112 $388K
BLB&B Advisors, LLC 0.02% No change 1,111 $387K
LexAurum Advisors, LLC 0.08% Add +5.3% 1,111 $387K
Legacy Advisors, LLC 0.04% Add +3.0% 1,100 $383K
First PREMIER Bank 0.10% No change 1,098 $383K
Carr Financial Group Corp 0.12% Reduce -8.1% 1,095 $382K
Missouri Trust & Investment Co 0.13% Add +3.8% 1,090 $380K
Sage Mountain Advisors LLC 0.03% Add +12.7% 1,080 $377K
Keystone Wealth Services, LLC 0.10% Add +0.4% 1,079 $376K
Polymer Capital Management (HK) LTD 0.07% New 1,079 $376K
Halter Ferguson Financial Inc. 0.16% No change 1,074 $374K
Ballast Advisors LLC 0.11% Reduce -18.9% 1,069 $373K
First Financial Bankshares Inc 0.01% Add +1.2% 1,068 $372K
Brady Martz Wealth Solutions, LLC 0.09% — 1,022 $372K
Arkos Global Advisors 0.05% No change 1,066 $372K
LCNB Corp. 0.14% No change 1,067 $372K
Cyndeo Wealth Partners, LLC 0.03% Add +2.4% 1,064 $371K
Performance Wealth Partners, LLC 0.01% No change 1,056 $368K
Whittier Trust Co. of Nevada Inc. 0.01% Add +13.3% 1,056 $368K
Marco Investment Management LLC 0.03% No change 1,055 $368K
DORCHESTER WEALTH MANAGEMENT Co 0.07% Reduce -1.7% 1,054 $367K
Dover Advisors, LLC 0.21% Reduce -3.2% 1,050 $366K
S.A. Mason LLC 0.19% No change 1,050 $366K
Neumann Capital Management, LLC 0.12% No change 1,050 $366K
Cutter & CO Brokerage, Inc. 0.09% No change 1,050 $366K
EagleClaw Capital Managment, LLC 0.06% No change 1,050 $366K
Good Life Advisors, LLC 0.03% Reduce -8.2% 1,044 $364K
Verus Capital Partners, LLC 0.03% Reduce -6.7% 1,037 $361K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -0.2% 1,021 $356K
Golden State Wealth Management, LLC 0.05% — 1,018 $355K
Groupe la Francaise 0.01% — 1,018 $355K
Wealth Effects LLC 0.13% No change 1,011 $352K
Twin Capital Management Inc. 0.04% Reduce -2.3% 1,010 $352K
Heartwood Wealth Advisors LLC 0.04% No change 1,004 $350K
Fulcrum Capital LLC 0.07% No change 1,002 $349K
Jamison Private Wealth Management, Inc. 0.05% Add +1.4% 1,002 $349K
Summit Financial, LLC 0.01% Add +11.8% 1,001 $349K
Chris Bulman Inc 0.22% Reduce -0.9% 1,000 $349K
Cladis Investment Advisory, LLC 0.25% No change 1,000 $349K
GS Investments, Inc. 0.16% No change 1,000 $349K
Cantor Fitzgerald Investment Advisors L.P. 0.02% No change 1,000 $349K
Northeast Financial Consultants Inc 0.01% No change 1,000 $349K
Aigen Investment Management, LP 0.06% New 998 $348K
Waterfront Wealth Inc. 0.08% Reduce -4.8% 994 $347K
Covenant Partners, LLC 0.11% Reduce -14.5% 994 $347K
Quad-Cities Investment Group, LLC 0.17% Add +0.1% 989 $345K
Manchester Capital Management LLC 0.04% Reduce -0.1% 987 $344K
Avestar Capital, LLC 0.03% Add +3.2% 987 $344K
Penserra Capital Management LLC 0.01% Add +10.3% 989 $344K
Comprehensive Financial Consultants Institutional, Inc. 0.13% No change 985 $343K
BNP Paribas 0.00% No change 982 $342K
Zhang Financial LLC 0.02% Add +0.8% 975 $340K
Live Oak Private Wealth LLC 0.06% Reduce -5.0% 975 $340K
SeaCrest Wealth Management, LLC 0.04% Add +6.1% 974 $340K
Baker Boyer National Bank 0.12% Reduce -4.3% 971 $338K
CreativeOne Wealth, LLC 0.01% Add +5.9% 966 $337K
Clarius Group, LLC 0.02% Reduce -15.9% 965 $336K
Keebeck Wealth Management 0.05% No change 960 $335K
Simon Quick Advisors, LLC 0.02% Add +12.4% 958 $334K
Quadrature Capital Ltd 0.01% Reduce -63.7% 957 $334K
Colonial Trust Advisors 0.03% No change 950 $331K
Kohmann Bosshard Financial Services, LLC 0.04% Add +0.2% 944 $329K
Regal Investment Advisors LLC 0.02% Add +1.1% 942 $328K
Sfmg, LLC 0.03% New 938 $327K
Avantax Planning Partners, Inc. 0.01% Add +1.3% 934 $326K
Equitable Trust Co. 0.02% Add +0.5% 925 $322K
Morris Financial Concepts, Inc. 0.14% Add +1.9% 924 $322K
Cary Street Partners Financial LLC 0.01% — 924 $322K
Cortland Associates Inc. 0.04% Add +0.4% 923 $322K
Freestone Capital Holdings, LLC 0.01% Reduce -2.4% 923 $322K
Legacy Private Trust Co. 0.02% Reduce -1.1% 920 $321K
Pallas Capital Advisors LLC 0.01% Add +4.6% 918 $320K
Sovereign Financial Group, Inc. 0.07% Reduce -0.2% 913 $318K
Tritonpoint Wealth, LLC 0.03% Add +2.4% 911 $317K
Howland Capital Management LLC 0.01% No change 910 $317K
Centiva Capital, LP 0.01% Add +43.2% 908 $317K
Robertson Stephens Wealth Management, LLC 0.01% New 906 $316K
Oak Asset Management, LLC 0.12% No change 901 $314K
Optimum Investment Advisors 0.14% No change 900 $314K
Chilton Capital Management LLC 0.01% Reduce -46.2% 900 $314K
Fortune Financial Advisors, LLC 0.28% No change 897 $313K
Kathmere Capital Management, LLC 0.03% Add +21.2% 896 $312K
L.M. Kohn & Company 0.08% Add +1.5% 886 $309K
World Investment Advisors 0.01% New 885 $309K
Howard Capital Management, LLC 0.00% Add +5.4% 885 $309K
Florida Financial Advisors, LLC 0.14% Reduce -37.3% 881 $307K
Balboa Wealth Partners 0.07% Reduce -15.4% 880 $307K
First Business Financial Services, Inc. 0.03% Reduce -4.4% 864 $301K
Greenfield Savings Bank 0.14% Reduce -0.7% 863 $301K
Wilkinson Global Asset Management LLC 0.02% No change 860 $300K
Nicolet Advisory Services, LLC 0.03% Add +1.2% 844 $300K
Sargent Investment Group, LLC 0.05% New 829 $299K
Valmark Advisers, Inc. 0.00% Add +21.0% 854 $298K
Jacksonville Wealth Management, LLC 0.28% — 851 $297K
Atlanta Consulting Group Advisors, LLC 0.11% Reduce -0.7% 850 $296K
Mystic Asset Management, Inc. 0.08% New 850 $296K
Severin Investments, LLC 0.29% — 843 $294K
Waddell & Associates, LLC 0.03% No change 842 $294K
Petrus Trust Company, LTA 0.03% New 842 $294K
Wescott Financial Advisory Group, LLC 0.03% Add +3.2% 841 $293K
AlphaCore Capital LLC 0.06% New 839 $292K
Morningstar Investment Management LLC 0.02% No change 837 $292K
Blue Trust, Inc. 0.00% Reduce -45.5% 834 $291K
Archford Capital Strategies, LLC 0.04% Reduce -8.6% 833 $290K
JB Capital LLC 0.02% Reduce -6.4% 828 $289K
Provident Investment Management, Inc. 0.03% Reduce -8.9% 823 $287K
Platform Technology Partners 0.09% Add +0.1% 822 $287K
Banco Santander, S.A. 0.00% Reduce -77.7% 822 $287K
Moneta Group Investment Advisors LLC 0.00% Add +13.8% 819 $286K
Madison Wealth Partners, Inc 0.08% No change 818 $285K
Harbor Investment Advisory, LLC 0.03% No change 817 $285K
Davis R M Inc. 0.01% New 816 $284K
NWF Advisory Services Inc. 0.04% New 810 $282K
Tennessee Valley Asset Management Partners 0.05% No change 807 $281K
Centaurus Financial, Inc. 0.02% Reduce -2.4% 807 $281K
Capital Investment Advisory Services, LLC 0.03% No change 803 $280K
Cherokee Insurance Co 0.13% — 800 $279K
Clearbridge Investments, LLC 0.00% Reduce -6.1% 800 $279K
Anchor Investment Management, LLC 0.03% Add +0.1% 800 $279K
Texas Bank & Trust Co 0.11% — 798 $278K
First Affirmative Financial Network 0.16% Reduce -15.1% 795 $277K
Red Door Wealth Management, LLC 0.04% No change 794 $277K
Krane Funds Advisors LLC 0.01% Reduce -10.5% 791 $276K
Zullo Investment Group, Inc. 0.11% Add +0.3% 790 $276K
Advisors Capital Management, LLC 0.00% New 789 $275K
Shelton Capital Management 0.01% No change 788 $275K
NorthRock Partners, LLC 0.01% Add +7.5% 784 $273K
Capital Analysts, LLC 0.01% Add +16.1% 781 $272K
PDS Planning, Inc 0.02% Add +1.2% 778 $271K
Central Pacific Bank - Trust Division 0.04% Reduce -16.9% 776 $271K
STAR Financial Bank 0.19% Reduce -30.5% 775 $270K
FourThought Financial Partners, LLC 0.03% New 773 $269K
Capital City Trust Co. 0.07% Add +14.2% 770 $268K
River Wealth Advisors LLC 0.04% No change 769 $268K
Choate Investment Advisors 0.01% Add +12.9% 768 $268K
Asset Allocation & Management Company, LLC 0.15% No change 763 $266K
Avidian Wealth Enterprises, LLC 0.01% Add +7.3% 761 $265K
Bison Wealth, LLC 0.06% Reduce -27.0% 759 $265K
Angeles Investment Advisors, LLC 0.01% Reduce -9.2% 757 $264K
NewEdge Wealth, LLC 0.00% New 753 $262K
Clark Capital Management Group, Inc. 0.00% New 753 $262K
Fort Washington Investment Advisors Inc. 0.00% Reduce -4.3% 753 $262K
American Trust Investment Advisors, LLC 0.11% Reduce -3.9% 742 $259K
Ramirez Asset Management, Inc. 0.05% No change 740 $258K
Midland Wealth Advisors, LLC 0.02% Reduce -1.2% 732 $255K
MCF Advisors LLC 0.02% No change 731 $255K
Kanawha Capital Management LLC 0.02% Reduce -12.1% 730 $255K
Main Street Financial Solutions, LLC 0.03% Reduce -61.1% 730 $255K
Pettyjohn, Wood & White, Inc. 0.05% No change 730 $254K
Park National Corp. 0.01% Add +0.3% 728 $254K
Geller Advisors LLC 0.02% Add +0.1% 727 $253K
EverSource Wealth Advisors, LLC 0.01% Add +13.1% 726 $253K
Old North State Trust, LLC 0.16% No change 718 $250K
Fairscale Capital, LLC 0.22% No change 717 $250K
Deseret Mutual Benefit Administrators 0.12% Add +32.1% 716 $250K
Advisory Alpha, LLC 0.01% Reduce -1.9% 715 $249K
Kelleher Financial Advisors 0.09% Add +1.4% 710 $248K
Poinciana Advisors Group, LLC 0.25% — 709 $247K
Certuity, LLC 0.03% Add +11.8% 709 $247K
Citizens Business Bank 0.06% Reduce -64.9% 706 $246K
Bristlecone Advisors, LLC 0.02% No change 703 $245K
Advus Financial Partners, LLC 0.07% New 701 $244K
Destination Wealth Management 0.01% No change 701 $244K
Uhlmann Price Securities, LLC 0.18% No change 700 $244K
Agp Franklin, LLC 0.15% — 700 $244K
AdvisorNet Financial, Inc 0.02% Reduce -0.6% 700 $244K
Spire Wealth Management 0.01% Add +3.9% 694 $242K
Wealth Dimensions Group, Ltd. 0.06% New 691 $241K
SIMA Wealth Partners, LLC 0.20% No change 690 $241K
Catalyst Financial Partners LLC 0.05% Add +3.0% 689 $240K
Hudock, Inc. 0.04% Add +0.4% 686 $239K
CRA Financial Services, LLC 0.04% No change 685 $239K
Bridges Investment Management Inc. 0.00% New 680 $237K
Black Diamond Financial, LLC 0.04% New 679 $237K
AMG National Trust Bank 0.01% No change 677 $236K
Cohen Capital Management, Inc. 0.04% No change 675 $235K
Commerzbank Aktiengesellschaft 0.01% New 671 $234K
Colonial Trust Co / SC 0.03% Add +49.0% 669 $233K
Advyzon Investment Management, LLC 0.09% — 666 $232K
Soltis Investment Advisors LLC 0.02% Add +7.4% 666 $232K
Brooklyn Investment Group 0.07% Add +11.1% 663 $231K
Alpha Family Trust 0.13% No change 661 $230K
Graves Light Lenhart Wealth, Inc. 0.03% No change 660 $230K
One Capital Management, LLC 0.01% Reduce -3.2% 660 $230K
IMPACTfolio, LLC 0.12% Reduce -1.2% 658 $229K
Ssi Investment Management LLC 0.08% No change 657 $229K
Taylor Financial Group, Inc. 0.16% No change 655 $228K
FRG Family Wealth Advisors LLC 0.04% No change 655 $228K
Adirondack Trust Co. 0.09% Reduce -0.9% 652 $227K
Valley National Advisers Inc. 0.04% Reduce -11.4% 652 $227K
Betterment LLC 0.00% Add +0.8% 650 $227K
Optas, LLC 0.05% Reduce -2.3% 651 $227K
Cape Investment Advisory, Inc. 0.09% No change 650 $227K
Ingalls & Snyder LLC 0.01% No change 648 $226K
Capital Asset Advisory Services LLC 0.01% No change 637 $226K
Union Savings Bank 0.11% No change 646 $225K
Leavell Investment Management, Inc. 0.01% Reduce -6.0% 644 $225K
Berry Wealth Group, LP 0.16% Add +3.0% 644 $224K
Crescent Grove Advisors, LLC 0.02% No change 644 $224K
ICONIQ Capital, LLC 0.00% New 643 $224K
Childress Capital Advisors, LLC 0.06% Reduce -31.8% 636 $222K
RB Capital Management, LLC 0.05% Reduce -2.9% 635 $221K
Douglas Lane & Associates, LLC 0.00% Add +1.6% 630 $220K
Centerpoint Advisory Group 0.21% — 630 $220K
Bush Investment Group, LLC 0.17% No change 630 $220K
Norden Group LLC 0.02% New 629 $219K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -3.8% 629 $219K
LMG Wealth Partners, LLC 0.05% No change 628 $219K
Relyea Zuckerberg Hanson LLC 0.03% New 627 $219K
Murphy, Middleton, Hinkle & Parker, Inc. 0.12% Reduce -14.1% 627 $219K
Legacy Financial Advisors, Inc. 0.04% New 627 $219K
Wimmer Associates 1, LLC 0.11% No change 626 $218K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -2.8% 626 $218K
Flagship Harbor Advisors, LLC 0.01% New 625 $218K
Insigneo Advisory Services, LLC 0.02% New 620 $216K
Mandatum Life Insurance Co Ltd 0.06% Reduce -12.7% 620 $216K
Monument Capital Management 0.06% New 620 $216K
Quent Capital, LLC 0.02% Add +5.6% 620 $216K
Traphagen Investment Advisors LLC 0.02% Add +0.2% 620 $216K
Palisades Hudson Asset Management, L.P. 0.09% No change 620 $216K
Bremer Bank National Association 0.04% Reduce -0.5% 618 $215K
Diversify Wealth Management, LLC 0.02% New 606 $215K
Old Port Advisors 0.06% New 616 $215K
Concorde Asset Management, LLC 0.11% New 615 $215K
Malaga Cove Capital, LLC 0.08% New 611 $213K
Northern Capital Management, Inc. 0.13% New 611 $213K
Capital Planning Advisors, LLC 0.03% New 610 $213K
Quantum Financial Advisors, LLC 0.03% New 608 $212K
Kavar Capital Partners Group, LLC 0.04% New 608 $212K
Bell Bank 0.02% New 608 $212K
BSW Wealth Partners 0.03% New 607 $212K
FSM Wealth Advisors, LLC 0.05% Reduce -8.4% 576 $211K
Ausdal Financial Partners, Inc. 0.02% New 601 $209K
Citizens & Northern Corp. 0.06% New 600 $209K
Kaydan Wealth Management, Inc. 0.07% New 595 $207K
Nvest Financial, LLC 0.10% New 592 $206K
Redwood Wealth Management Group, LLC 0.10% New 591 $206K
Princeton Capital Management LLC 0.06% New 589 $205K
Proficio Capital Partners LLC 0.02% New 587 $204K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -43.3% 586 $204K
Claro Advisors Inc. 0.03% Reduce -38.5% 586 $204K
Global Wealth Management Investment Advisory, Inc. 0.04% New 580 $202K
Mesirow Financial Investment Management, Inc. 0.00% New 579 $202K
Ellis Investment Partners, LLC 0.04% New 578 $201K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 577 $201K
Renaissance Investment Group LLC 0.04% New 575 $200K
HTLF Bank 0.02% New 575 $200K
Armstrong Advisory Group, Inc. 0.02% Add +54.6% 566 $197K
Hager Investment Management Services, LLC 0.12% — 562 $196K
Bartlett & Co. Wealth Management LLC 0.00% No change 560 $195K
Crewe Advisors LLC 0.03% Reduce -5.6% 540 $188K
Evermay Wealth Management LLC 0.03% Reduce -27.1% 537 $187K
Sentry Investment Management LLC 0.09% Reduce -22.6% 531 $185K
Millstone Evans Group, LLC 0.13% — 528 $184K
Bray Capital Advisors 0.05% No change 500 $174K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -0.6% 498 $174K
Cubist Systematic Strategies, LLC 0.00% New 479 $167K
Versant Capital Management, Inc 0.04% Add +53.0% 476 $166K
Compass Wealth Management LLC 0.04% No change 469 $163K
Caldwell Sutter Capital, Inc. 0.07% Reduce -0.4% 462 $161K
Cromwell Holdings LLC 0.09% No change 441 $154K
Motco 0.02% No change 435 $152K
CoreFirst Bank & Trust 0.09% No change 411 $143K
Smithfield Trust Co 0.01% Add +3.7% 419 $143K
Exchange Traded Concepts, LLC 0.00% Add +0.5% 410 $143K
Toth Financial Advisory Corp. 0.02% No change 409 $143K
United Community Bank 0.06% No change 409 $143K
Virtus Investment Advisers, LLC 0.11% No change 400 $139K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.08% No change 400 $139K
Columbia Asset Management 0.03% Reduce -44.8% 400 $139K
Avalon Trust Co 0.01% No change 400 $139K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 400 $139K
Oliver Lagore Vanvalin Investment Group 0.04% No change 397 $138K
Reyes Financial Architecture, Inc. 0.10% — 381 $133K
Washington Trust Advisors, Inc. 0.01% Reduce -33.2% 381 $133K
Nkcfo LLC 0.06% No change 375 $131K
Garde Capital, Inc. 0.01% No change 377 $131K
Pinnacle Financial Partners Inc 0.00% No change 400 $130K
Webster Bank, N. A. 0.01% No change 371 $129K
Pittenger & Anderson Inc. 0.00% Add +146.7% 370 $129K
Western Pacific Wealth Management, LP 0.10% No change 357 $124K
Silvant Capital Management LLC 0.01% No change 354 $123K
Avior Wealth Management, LLC 0.00% Add +1.5% 347 $121K
First Financial Corp. 0.06% Reduce -7.8% 344 $120K
Covestor Ltd 0.07% Reduce -19.4% 341 $119K
Gen-Wealth Partners Inc 0.05% No change 332 $116K
Strengthening Families & Communities, LLC 0.06% Reduce -96.5% 313 $109K
Hilltop National Bank 0.03% No change 305 $106K
Kimelman & Baird, LLC 0.01% No change 300 $105K
Ancora Advisors LLC 0.00% No change 300 $105K
Paladin Advisory Group, LLC 0.08% No change 288 $100K
Piscataqua Savings Bank 0.08% No change 279 $97K
Matrix Trust Co 0.02% Add +520.5% 273 $95K
Riverview Trust Co 0.09% No change 269 $94K
Atlas Capital Advisors Inc. 0.01% No change 260 $91K
Delta Asset Management LLC 0.01% No change 255 $89K
Continuum Advisory, LLC 0.01% Reduce -0.8% 254 $89K
Bell Investment Advisors, Inc 0.02% Reduce -5.6% 251 $87K
Orion Capital Management LLC 0.04% New 243 $85K
Rosenberg Matthew Hamilton 0.02% No change 242 $84K
Kentucky Trust Co 0.05% — 240 $84K
Avanza Fonder AB 0.00% — 240 $84K
Putney Financial Group LLC 0.07% — 236 $82K
Hemington Wealth Management 0.02% Add +12.2% 230 $80K
WR Wealth Planners, LLC 0.03% Reduce -0.9% 223 $78K
Eisler Capital Management Ltd. 0.00% — 222 $77K
Glen Eagle Advisors, LLC 0.01% Reduce -25.4% 220 $77K
Northwest Bank & Trust Co 0.06% No change 200 $75K
Arax Advisory Partners 0.00% Add +0.9% 212 $74K
Noble Wealth Management PBC 0.05% — 210 $73K
Itau Unibanco Holding S.A. 0.00% Reduce -14.8% 207 $72K
Kozak & Associates, Inc. 0.02% Add +0.5% 200 $71K
Investors Research Corp 0.02% No change 200 $70K
Point72 (DIFC) Ltd 0.01% New 200 $70K
Intact Investment Management Inc. 0.00% New 200 $70K
Headlands Technologies LLC 0.01% New 198 $69K
Intelligent Financial Strategies 0.04% No change 195 $68K
Salem Investment Counselors Inc. 0.00% Reduce -1.0% 195 $68K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +5.0% 190 $66K
Peoples Bank 0.05% No change 190 $66K
GPS Wealth Strategies Group, LLC 0.01% Reduce -7.0% 186 $65K
Mizuho Bank, Ltd. 0.02% New 180 $63K
Bangor Savings Bank 0.01% Add +24.6% 177 $62K
New Millennium Group LLC 0.04% No change 175 $61K
Provenance Wealth Advisors, LLC 0.01% No change 173 $60K
Lee Danner & Bass Inc. 0.00% New 172 $60K
Lavaca Capital LLC 0.03% New 164 $57K
DHJJ Financial Advisors, Ltd. 0.02% No change 161 $56K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 160 $56K
Friedenthal Financial 0.03% New 159 $55K
Thompson Investment Management, Inc. 0.01% No change 158 $55K
Plante Moran Financial Advisors, LLC 0.00% No change 158 $55K
Nemes Rush Group LLC 0.01% Add +11.4% 156 $54K
Global Wealth Strategies & Associates 0.02% Add +19.5% 153 $53K
Wintrust Investments LLC 0.05% Reduce -81.1% 154 $53K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 152 $53K
Horizon Bancorp Inc. 0.02% No change 149 $52K
Capital Advisors, Ltd. LLC 0.01% No change 147 $51K
Mendota Financial Group, LLC 0.03% Reduce -46.3% 145 $51K
MV Capital Management, Inc. 0.01% No change 143 $50K
Transce3nd, LLC 0.02% — 139 $50K
Hall Laurie J Trustee 0.02% No change 140 $49K
Bellwether Advisors, LLC 0.01% New 137 $48K
DiNuzzo Private Wealth, Inc. 0.01% No change 131 $46K
Park Square Financial Group, LLC 0.03% — 130 $45K
Westside Investment Management, Inc. 0.01% No change 130 $45K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -49.8% 130 $45K
Ofi Invest Asset Management 0.00% — 131 $44K
West Financial Advisors, LLC 0.01% No change 126 $44K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +316.7% 125 $44K
Kestra Investment Management, LLC 0.00% New 125 $43K
LRI Investments, LLC 0.00% No change 120 $42K
Private Wealth Management Group, LLC 0.02% No change 118 $41K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -89.0% 112 $39K
High Note Wealth, LLC 0.01% New 111 $39K
Zions Bancorporation, N.A. 0.00% Reduce -72.2% 109 $38K
Mainstream Capital Management LLC 0.03% New 108 $38K
Fortitude Family Office, LLC 0.01% No change 106 $37K
Kathleen S. Wright Associates Inc. 0.02% No change 105 $37K
Hexagon Capital Partners LLC 0.01% Reduce -8.8% 103 $36K
Richards, Merrill & Peterson, Inc. 0.02% — 102 $36K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 101 $35K
Atlantic Private Wealth, LLC 0.03% No change 100 $35K
Providence First Trust Co 0.01% New 100 $35K
Beaird Harris Wealth Management, LLC 0.00% New 98 $34K
SOA Wealth Advisors, LLC. 0.01% No change 97 $34K
Capital A Wealth Management, LLC 0.05% — 93 $32K
Sound Income Strategies, LLC 0.00% No change 87 $30K
Sachetta, LLC 0.01% No change 87 $30K
Silver Oak Securities, Incorporated 0.00% Reduce -3.4% 86 $30K
Park Place Capital Corp 0.01% Add +13.2% 86 $30K
SBI Securities Co., Ltd. 0.00% — 86 $30K
Grove Bank & Trust 0.00% Add +48.2% 83 $29K
True Wealth Design, LLC 0.01% Reduce -13.7% 82 $29K
Winch Advisory Services, LLC 0.01% Add +1.2% 82 $28K
Gould Capital, LLC 0.02% No change 81 $28K
Laurel Wealth Advisors LLC 0.00% No change 80 $28K
JFS Wealth Advisors, LLC 0.00% Reduce -6.0% 79 $28K
TCTC Holdings, LLC 0.00% New 79 $28K
Addison Advisors LLC 0.01% Add +20.3% 77 $27K
Meeder Asset Management Inc. 0.00% Add +208.0% 77 $27K
Compass Financial Services Inc 0.02% — 77 $27K
Rise Advisors, LLC 0.01% No change 75 $26K
Global Trust Asset Management, LLC 0.01% Add +59.6% 75 $26K
BankPlus Trust Department 0.01% — 75 $26K
Olistico Wealth, LLC 0.02% Add +1.4% 75 $26K
First United Bank & Trust 0.01% No change 73 $25K
Tidemark, LLC 0.01% Add +1.5% 69 $24K
OAKMONT Corp 0.00% No change 65 $23K
CBIZ Investment Advisory Services, LLC 0.00% New 65 $23K
Pacifica Partners Inc. 0.01% Add +45.5% 64 $22K
GW&K Investment Management, LLC 0.00% No change 63 $22K
McIlrath & Eck, LLC 0.00% No change 63 $22K
Wolff Wiese Magana LLC 0.01% No change 62 $22K
Holos Integrated Wealth LLC 0.01% — 61 $21K
Hollencrest Capital Management 0.00% Reduce -78.3% 61 $21K
NFSG Corp 0.01% New 60 $21K
Centennial Bank 0.01% No change 60 $21K
JNBA Financial Advisors 0.00% Reduce -45.9% 59 $21K
CVA Family Office, LLC 0.00% Add +45.0% 58 $20K
Sittner & Nelson, LLC 0.01% No change 56 $20K
Duncker Streett & Co. Inc. 0.00% Add +12.0% 56 $20K
Measured Risk Portfolios, Inc. 0.02% — 55 $19K
Ameriflex Group, Inc. 0.01% — 53 $19K
Albion Financial Group 0.00% New 53 $18K
Vermillion Wealth Management, Inc. 0.01% — 52 $18K
Medallion Wealth Advisors, LLC 0.01% — 50 $17K
Game Plan Financial Advisors, LLC 0.01% No change 50 $17K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% New 50 $17K
Bank of New Hampshire 0.00% No change 48 $17K
Aventura Private Wealth, LLC 0.01% — 46 $16K
Coppell Advisory Solutions LLC 0.00% New 45 $16K
PSI Advisors, LLC 0.00% Add +2.2% 46 $16K
Rialto Wealth Management, LLC 0.01% — 43 $15K
Estabrook Capital Management 0.00% No change 43 $15K
Valued Wealth Advisors LLC 0.01% Add +5.0% 42 $15K
Standard Family Office LLC 0.02% Reduce -55.3% 42 $15K
Cherry Tree Wealth Management, LLC 0.00% No change 41 $14K
Centerpoint Advisors, LLC 0.00% No change 40 $14K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.04% No change 40 $14K
Financial Avengers, Inc. 0.01% No change 39 $14K
Whipplewood Advisors, LLC 0.01% — 39 $14K
Cornerstone Planning Group LLC 0.00% Reduce -7.3% 38 $13K
YANKCOM Partnership 0.01% — 38 $13K
Transcendent Capital Group LLC 0.01% No change 38 $13K
Dunhill Financial, LLC 0.01% Reduce -15.9% 37 $13K
Raffa Wealth Management, LLC 0.00% No change 36 $13K
Key Financial Inc 0.00% Add +12.5% 36 $13K
Wingate Wealth Advisors, Inc. 0.01% — 35 $12K
Rakuten Securities, Inc. 0.00% Add +3400.0% 35 $12K
Sierra Ocean, LLC 0.01% — 34 $12K
Montag & Caldwell, LLC 0.00% New 33 $12K
Carolina Wealth Advisors, LLC 0.01% No change 30 $10K
Hurley Capital, LLC 0.01% — 28 $10K
Creative Capital Management Investments LLC 0.00% New 28 $10K
Carolinas Wealth Consulting LLC 0.00% No change 28 $10K
WPG Advisers, LLC 0.01% — 27 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 26 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% — 26 $9K
Cetera Trust Company, N.A 0.01% No change 26 $9K
Atala Financial Inc 0.01% — 25 $9K
Icon Advisers Inc. 0.00% New 25 $9K
ORG Partners LLC 0.00% No change 23 $8K
POM Investment Strategies, LLC 0.01% New 23 $8K
Avion Wealth 0.00% Add +4.5% 23 $8K
Jefferies Financial Group Inc. 0.00% New 22 $8K
Abound Wealth Management 0.00% Reduce -70.6% 20 $7K
Founders Capital Management 0.00% No change 19 $7K
Synergy Asset Management, LLC 0.00% New 20 $6K
Eagle Bay Advisors LLC 0.00% No change 18 $6K
Raleigh Capital Management Inc. 0.00% Add +5.9% 18 $6K
Westend Capital Management, LLC 0.00% No change 18 $6K
Prestige Wealth Management Group LLC 0.00% No change 18 $6K
Bogart Wealth, LLC 0.00% No change 18 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 17 $6K
Gold Investment Management Ltd. 0.00% No change 15 $5K
Capstone Investment Advisors, LLC 0.00% Reduce -91.8% 15 $5K
Retirement Wealth Solutions LLC 0.00% — 14 $5K
Runnymede Capital Advisors, Inc. 0.00% — 14 $5K
Heritage Wealth Advisors 0.00% Add +16.7% 14 $5K
SJS Investment Consulting Inc. 0.00% Reduce -35.3% 11 $4K
Trifecta Capital Advisors, LLC 0.00% No change 9 $3K
Legacy Investment Solutions, LLC 0.00% New 8 $3K
Legacy Wealth Managment, LLC 0.00% New 8 $3K
Cassady Schiller Wealth Management, LLC 0.00% Add +0.0% 8 $3K
Clark Wealth Partners 0.00% — 8 $3K
TD Capital Management LLC 0.00% New 7 $2K
Glass Jacobson Investment Advisors llc 0.00% New 7 $2K
Northwest Capital Management Inc 0.00% No change 7 $2K
Global Financial Private Client, LLC 0.00% Add +133.3% 7 $2K
Trust Co 0.00% No change 7 $2K
WealthTrak Capital Management LLC 0.00% — 6 $2K
BOK Financial Private Wealth, Inc. 0.00% Add +100.0% 6 $2K
Salomon & Ludwin, LLC 0.00% No change 6 $2K
Conquis Financial LLC 0.00% — 5 $2K
Raelipskie Partnership 0.00% Reduce -93.3% 5 $2K
Core Alternative Capital 0.00% Add +25.0% 5 $2K
Arlington Trust Co LLC 0.00% No change 5 $2K
TFC Financial Management, Inc. 0.00% No change 4 $1K
Summit Securities Group LLC 0.00% New 4 $1K
Highline Wealth Partners LLC 0.00% No change 4 $1K
Principia Wealth Advisory, LLC 0.00% — 3 $1K
Parkworth Wealth Management, Inc. 0.00% — 3 $1K
JDM Financial Group LLC 0.00% No change 3 $1K
Nvwm, LLC 0.00% No change 3 $1K
Physician Wealth Advisors, Inc. 0.00% New 3 $1K
Picton Mahoney Asset Management 0.00% No change 4 $1K
Winnacle Wealth LLC 0.00% — 3 $997
1620 Investment Advisors, Inc. 0.00% No change 2 $739
Lanark Financial, Inc. 0.04% — 1 $397
Sugar Maple Asset Management, LLC 0.00% New 1 $349
Redwood Park Advisors LLC 0.00% — 1 $349
Activest Wealth Management 0.00% New 1 $349
Chesapeake Asset Management LLC 0.00% No change 1 $348

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