CSXCSX

13F holders, Q2 2024 (June 30)
1,660holders −31
95new positions
127sold out
12famous investors
$33.44avg. 13F price*

At the end of Q2 2024, 1,660 institutions reported holding CSX Corp. (CSX) in their 13F filings, down 31 from Q1 2024. 95 opened new positions and 127 sold out. The largest holders were Vanguard Group Inc. ($5.9B), BlackRock Inc. ($4.9B) and JPMorgan Chase & Co. ($2.8B). 12 famous investors held it, including George Soros (0.9% of Soros Fund Management's portfolio), Steve Cohen (0.6% of Point72 Asset Management's portfolio) and Andreas Halvorsen (0.6% of Viking Global Investors's portfolio).

Company
CSX Corp.
Sector
Industrials
CUSIP
126408103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions95$145.6M
Exits127$332.0M

All 13F filers, Q1 2024 → Q2 2024: 105,107,580 shares bought and 123,351,839 shares sold, net −18,244,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,660 holders

Vanguard Group Inc. 0.11% Reduce -0.1% 175,029,325 $5.9B
BlackRock Inc. 0.11% Add +4.2% 146,764,057 $4.9B
JPMorgan Chase & Co. 0.24% Add +33.1% 83,442,249 $2.8B
State Street Corp. 0.12% Reduce -2.4% 81,795,455 $2.7B
T. Rowe Price Associates Inc. 0.28% Add +5.9% 69,110,706 $2.3B
Geode Capital Management, LLC 0.12% Add +0.7% 40,716,480 $1.4B
Capital International Investors 0.24% Add +5.5% 34,668,873 $1.2B
Bank of America Corp. 0.11% Reduce -4.3% 33,188,349 $1.1B
Morgan Stanley 0.07% Add +1.6% 25,382,496 $849.0M
Fisher Asset Management 0.35% Add +3.8% 23,799,629 $796.1M
Norges Bank 0.11% Reduce -6.1% 22,490,633 $752.3M
Invesco Ltd. 0.15% Add +9.0% 21,122,565 $706.5M
Lazard Asset Management LLC 0.95% Add +10.6% 20,886,394 $698.6M
Northern Trust Corp. 0.11% Reduce -1.0% 19,367,247 $647.8M
Legal & General Group Plc 0.18% Reduce -8.3% 19,168,274 $641.2M
Soroban Capital Partners LP 9.05% Reduce -34.5% 18,416,480 $616.0M
Neuberger Berman Group LLC 0.49% Reduce -4.4% 17,960,342 $600.7M
Bank of New York Mellon Corp 0.11% Add +6.6% 17,133,857 $573.1M
FMR LLC 0.03% Reduce -25.2% 14,165,211 $473.8M
Dimensional Fund Advisors LP 0.11% Add +9.3% 12,421,862 $415.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +29.1% 12,008,751 $401.7M
Goldman Sachs Group Inc. 0.08% Add +16.1% 11,780,711 $394.1M
Alliancebernstein L.P. 0.14% Add +9.0% 11,748,198 $393.0M
Charles Schwab Investment Management Inc. 0.07% Add +1.3% 11,540,546 $386.0M
Ameriprise Financial Inc. 0.10% Add +39.3% 11,239,739 $376.0M
Nuveen Asset Management, LLC 0.11% Reduce -3.5% 10,992,270 $368.9M
Royal Bank of Canada 0.08% Reduce -55.4% 10,202,156 $341.3M
Amundi 0.12% Reduce -15.1% 9,422,259 $316.1M
Capital World Investors 0.05% Reduce -78.8% 8,829,253 $295.2M
Capital Research Global Investors 0.06% Reduce -53.5% 8,815,801 $294.9M
UBS Group AG 0.09% Reduce -1.5% 8,641,886 $289.1M
Deutsche Bank AG 0.12% Add +10.1% 8,227,312 $275.2M
Adage Capital Partners Gp, L.L.C. 0.47% Reduce -1.7% 7,663,712 $256.4M
First Trust Advisors LP 0.26% Add +24.6% 7,609,051 $254.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.60% — 7,495,756 $250.7M
Bank of Montreal 0.07% Add +38.8% 6,749,827 $225.9M
Millennium Management 0.19% Add +54.4% 6,686,687 $223.7M
PNC Financial Services Group, Inc. 0.14% Add +4.1% 6,374,241 $213.2M
HSBC Holdings PLC 0.14% Reduce -0.8% 6,337,556 $212.0M
Maj Invest Holding A/S 5.76% Reduce -3.5% 6,191,198 $207.1M
Barclays PLC 0.09% Reduce -15.5% 6,153,745 $205.8M
Swiss National Bank 0.13% Reduce -2.0% 5,800,600 $194.0M
Point72 Asset Management 0.63% Reduce -4.5% 5,737,351 $191.9M
Interval Partners, LP 5.02% Add +849.0% 5,118,751 $171.2M
Magellan Asset Management Ltd 1.55% Add +8.1% 4,853,481 $162.3M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -7.1% 4,780,434 $159.9M
Viking Global Investors 0.61% Add +19.7% 4,738,544 $158.5M
Schroder Investment Management Group 0.17% Add +7.9% 4,687,834 $156.8M
Wells Fargo & Company 0.04% Add +9.4% 4,374,009 $146.3M
National Pension Service 0.16% Add +1.5% 4,182,243 $139.9M
APG Asset Management N.V. 0.24% Reduce -12.0% 4,399,428 $137.3M
Voloridge Investment Management, LLC 0.51% Add +528.2% 4,072,501 $136.2M
Qube Research & Technologies Ltd 0.25% Add +337.7% 4,063,098 $135.9M
Brandywine Global Investment Management, LLC 0.98% Add +12.2% 3,892,193 $130.2M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -30.9% 3,748,515 $125.4M
Rhumbline Advisers 0.12% Reduce -3.6% 3,702,262 $123.8M
M&G PLC 0.82% Add +6.0% 3,611,262 $119.2M
ClearBridge Investments Ltd 3.42% Reduce -13.2% 3,495,823 $116.9M
Manning & Napier Advisors LLC 1.31% — 3,480,732 $116.4M
California Public Employees Retirement System 0.08% Reduce -1.9% 3,422,777 $114.5M
BNP Paribas Financial Markets 0.13% Reduce -5.8% 3,413,083 $114.2M
Citigroup Inc. 0.11% Add +51.0% 3,353,420 $112.2M
Thrivent Financial for Lutherans 0.23% Add +0.2% 3,350,069 $112.1M
Balyasny Asset Management L.P. 0.29% Add +18682.7% 3,305,558 $110.6M
California State Teachers Retirement System 0.13% Reduce -1.7% 3,168,657 $106.0M
Sahana Capital Management LP 16.34% Add +45.6% 3,148,320 $105.3M
Schonfeld Strategic Advisors LLC 0.79% Add +247.4% 3,053,412 $102.1M
Canada Pension Plan Investment Board 0.10% Add +30.3% 3,043,833 $101.8M
Prudential Financial Inc. 0.15% Add +22.3% 2,965,205 $99.2M
Massachusetts Financial Services Co. 0.03% Add +23.7% 2,811,600 $94.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +12.6% 2,756,783 $92.2M
New York State Common Retirement Fund 0.12% Reduce -1.9% 2,707,085 $90.6M
CBRE Investment Management Listed Real Assets LLC 1.64% Reduce -0.1% 2,656,127 $88.8M
Great Lakes Advisors, LLC 0.78% Reduce -4.3% 2,625,958 $87.8M
Envestnet Asset Management Inc. 0.03% Add +2.3% 2,603,301 $87.1M
Manufacturers Life Insurance Company, The 0.08% Add +7.2% 2,570,083 $86.0M
Marshall Wace, LLP 0.12% Add +72.2% 2,489,986 $83.3M
Bristol Gate Capital Partners Inc. 4.12% Reduce -5.6% 2,487,695 $83.2M
Junto Capital Management LP 1.79% Add +257.2% 2,435,068 $81.5M
Connor, Clark & Lunn Investment Management Ltd. 0.34% Reduce -5.8% 2,417,509 $80.9M
Primecap Management Co. 0.06% Reduce -6.8% 2,330,400 $78.0M
Earnest Partners LLC 0.36% Reduce -2.6% 2,307,382 $77.2M
TD Asset Management Inc 0.07% Add +12.0% 2,297,053 $76.8M
State Board of Administration of Florida Retirement System 0.15% Reduce -9.0% 2,281,251 $76.3M
Principal Financial Group Inc. 0.05% Reduce -3.9% 2,271,055 $76.0M
Homestead Advisers Corp 1.85% Reduce -6.5% 2,243,433 $75.0M
Focus Partners Wealth 0.24% Add +3069.3% 2,144,094 $71.7M
Russell Investments Group, Ltd. 0.11% Add +12.4% 2,092,533 $69.9M
ProShare Advisors LLC 0.18% Reduce -9.7% 1,985,512 $66.4M
Macquarie Group Ltd. 0.08% Add +2.8% 1,984,308 $66.4M
CI Investments Inc. 0.25% Add +8.9% 1,933,270 $64.7M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +275.3% 1,854,075 $62.0M
Calamos Advisors LLC 0.44% Reduce -14.7% 1,851,468 $61.9M
Raymond James & Associates 0.04% Reduce -0.8% 1,795,885 $60.1M
Clark Capital Management Group, Inc. 0.44% Add +78.7% 1,788,806 $59.8M
Chilton Investment Co. Inc. 1.67% Reduce -41.4% 1,766,347 $59.1M
DekaBank Deutsche Girozentrale 0.11% Add +1.4% 1,774,648 $58.5M
Victory Capital Management Inc. 0.06% Reduce -4.5% 1,719,609 $57.5M
American Century Companies Inc. 0.04% Add +14.3% 1,716,548 $57.4M
Zacks Investment Management 0.64% Add +3.0% 1,706,173 $57.1M
New York State Teachers Retirement System 0.12% Reduce -8.9% 1,684,177 $56.3M
Two Sigma Investments, LP 0.13% Add +225.4% 1,605,252 $53.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.35% Reduce -5.0% 1,584,995 $53.0M
Allianz Asset Management GmbH 0.09% Reduce -10.0% 1,580,650 $52.9M
Cibc World Market Inc. 0.13% Reduce -3.0% 1,551,454 $51.9M
Korea Investment CORP 0.13% Reduce -12.5% 1,534,386 $51.3M
LPL Financial LLC 0.03% Reduce -25.1% 1,534,038 $51.3M
FIL Ltd 0.05% Add +4.7% 1,522,845 $50.9M
Capital Fund Management S.A. 0.58% Add +11.0% 1,521,303 $50.9M
State of Wisconsin Investment Board 0.13% Add +4.0% 1,514,371 $50.7M
CANADA LIFE ASSURANCE Co 0.09% Reduce -7.2% 1,501,775 $50.3M
ING Groep NV 0.29% Reduce -4.5% 1,465,541 $49.0M
Nordea Investment Management AB 0.06% Add +22.7% 1,429,684 $47.7M
Truist Financial Corp. 0.07% Reduce -2.4% 1,362,681 $45.6M
ExodusPoint Capital Management, LP 0.48% Add +21.4% 1,318,821 $44.1M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -3.0% 1,278,222 $42.8M
Capital Group Private Client Services, Inc. 0.41% Reduce -5.5% 1,239,928 $41.5M
Franklin Resources Inc. 0.01% Add +22.3% 1,236,759 $41.4M
MBB Public Markets I LLC 0.84% Add +11.9% 1,218,194 $40.7M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -17.7% 1,179,931 $39.5M
Compagnie Lombard Odier SCmA 0.65% Add +9.2% 1,155,590 $38.7M
Candlestick Capital Management LP 1.48% New 1,150,000 $38.5M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -2.0% 1,122,517 $37.5M
UniSuper Management Pty Ltd 0.30% Reduce -25.1% 1,090,460 $36.5M
Royal London Asset Management Ltd. 0.09% Add +19.9% 1,068,969 $35.8M
Pictet Asset Management Holding SA 0.04% Add +1.4% 1,059,698 $35.4M
Corvex Management LP 1.64% No change 1,037,268 $34.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +229.3% 1,031,969 $34.5M
Voya Investment Management LLC 0.04% Add +4.4% 1,029,815 $34.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -64.7% 1,024,742 $34.3M
Nisa Investment Advisors, LLC 0.22% Add +0.0% 1,023,030 $34.2M
US Bancorp \de 0.05% Reduce -7.0% 1,022,701 $34.2M
Twinbeech Capital LP 0.66% Reduce -38.7% 1,003,604 $33.6M
Aberdeen Group plc 0.06% Add +19.2% 987,895 $33.0M
Handelsbanken Fonder AB 0.14% Reduce -1.8% 977,281 $32.7M
Walleye Capital LLC 0.37% Add +355.9% 965,215 $32.3M
Danske Bank A/S 0.11% Add +1.1% 922,086 $30.8M
Bridgewater Associates 0.16% Add +106.8% 913,146 $30.5M
Teacher Retirement System of Texas 0.17% Reduce -13.4% 895,758 $30.0M
Renaissance Technologies 0.05% Add +12.5% 894,100 $29.9M
Public Employees Retirement System of Ohio 0.12% Reduce -5.8% 888,387 $29.7M
National Bank of Canada 0.05% Reduce -22.1% 882,450 $29.6M
Stifel Financial Corp. 0.03% Reduce -3.0% 874,836 $29.3M
Wealth Enhancement Advisory Services, LLC 0.07% Add +0.9% 865,100 $28.9M
Treasurer of the State of North Carolina 0.12% Reduce -3.6% 850,651 $28.5M
Commonwealth Equity Services, LLC 0.04% Reduce -5.7% 849,740 $28.4M
DNB Asset Management AS 0.14% Add +29.8% 847,390 $28.3M
Gateway Investment Advisers LLC 0.32% Reduce -0.2% 844,699 $28.3M
Soros Fund Management 0.88% Add +38.5% 844,521 $28.2M
Aviva PLC 0.08% Add +17.7% 839,884 $28.1M
Bank of Nova Scotia 0.06% Add +18.0% 833,600 $27.9M
HighTower Advisors, LLC 0.04% Reduce -3.0% 808,914 $27.1M
Hyman Charles D 1.47% Reduce -1.5% 786,843 $26.3M
Assenagon Asset Management S.A. 0.07% Reduce -48.5% 781,637 $26.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -12.8% 775,243 $25.9M
Asset Management One Co., Ltd. 0.10% Reduce -6.0% 772,943 $25.9M
Ensign Peak Advisors, Inc 0.05% Add +11.3% 766,509 $25.6M
State of Tennessee, Department of Treasury 0.09% Reduce -14.5% 761,742 $25.5M
Man Group plc 0.07% Reduce -71.8% 739,803 $24.7M
Partners Group Holding AG 1.83% Add +17.6% 727,198 $24.3M
State of New Jersey Common Pension Fund D 0.10% Reduce -38.0% 708,357 $23.7M
Van Eck Associates Corp. 0.03% Add +33.5% 704,186 $23.6M
STRS Ohio 0.09% Add +27.5% 701,262 $23.5M
Corebridge Financial, Inc. 0.13% — 695,590 $23.3M
Janney Montgomery Scott LLC 0.07% Reduce -3.6% 693,767 $23.2M
11 Capital Partners LP 9.44% Add +18.1% 685,320 $22.9M
Glenview Trust Co 0.46% Add +1.7% 680,223 $22.8M
AXA S.A. 0.07% Reduce -1.5% 667,765 $22.3M
Glenmede Trust Co. NA 0.11% Reduce -9.6% 658,658 $22.0M
1832 Asset Management L.P. 0.04% Reduce -59.0% 655,788 $21.9M
Cambridge Investment Research Advisors, Inc. 0.08% Add +0.5% 651,289 $21.8M
Toronto Dominion Bank 0.03% Reduce -46.7% 637,202 $21.3M
Cubist Systematic Strategies, LLC 0.37% Reduce -47.8% 635,421 $21.3M
Resona Asset Management Co.,Ltd. 0.13% Reduce -6.5% 635,354 $21.2M
Raymond James Financial Services Advisors, Inc. 0.03% Add +8.8% 633,527 $21.2M
Swedbank AB 0.03% Reduce -1.1% 629,177 $21.0M
Susquehanna International Group, LLP 0.04% Add +31.4% 628,269 $21.0M
Creative Planning 0.02% Add +27.5% 621,083 $20.8M
Brookfield Corp 0.13% Add +1.2% 617,333 $20.6M
AE Wealth Management LLC 0.21% Add +11.2% 613,580 $20.5M
Nomura Asset Management Co. Ltd. 0.07% Add +3.4% 611,478 $20.5M
Corient Private Wealth LP 0.04% Reduce -30.8% 611,332 $20.4M
Rockefeller Capital Management L.P. 0.06% Add +5.9% 601,711 $20.1M
Saraza Management, LP 6.68% Reduce -4.0% 600,000 $20.1M
Tredje AP-fonden 0.19% Reduce -19.9% 599,601 $20.1M
AMF Tjanstepension AB 0.15% Reduce -5.7% 594,215 $19.9M
Carnegie Investment Counsel 0.61% Add +3.1% 585,472 $19.6M
CIBC Asset Management Inc 0.07% Reduce -1.8% 574,530 $19.2M
Natixis Advisors, LLC 0.04% Reduce -0.2% 569,158 $19.0M
Arizona State Retirement System 0.13% Add +0.2% 567,965 $19.0M
Keybank National Association 0.08% Reduce -6.2% 567,284 $19.0M
Rafferty Asset Management, LLC 0.07% Add +6.7% 562,067 $18.8M
D. E. Shaw & Co. 0.03% Add +153.2% 552,534 $18.5M
Guggenheim Capital LLC 0.13% Add +4.3% 547,614 $18.3M
Squarepoint Ops LLC 0.07% Add +904.5% 538,329 $18.0M
State of Michigan Retirement System 0.09% Reduce -1.1% 535,384 $17.9M
NorthCrest Asset Manangement, LLC 0.59% Add +1.4% 532,282 $17.8M
Heritage Investors Management Corp. 0.62% Reduce -0.1% 531,414 $17.8M
MML Investors Services, LLC 0.07% Reduce -5.9% 527,699 $17.7M
MetLife Investment Management, LLC 0.10% Add +10.5% 521,425 $17.4M
Tiaa Trust, National Association 0.05% Add +14.1% 514,939 $17.2M
Osaic Holdings, Inc. 0.04% Add +9.9% 510,546 $17.1M
Duff & Phelps Investment Management Co. 0.22% Reduce -5.7% 505,030 $16.9M
Appian Way Asset Management LP 4.21% Reduce -12.4% 490,062 $16.4M
Sei Investments Co. 0.02% Reduce -18.6% 486,327 $16.3M
IFM Investors Pty Ltd 0.16% Reduce -0.6% 482,895 $16.2M
USS Investment Management Ltd 0.13% Add +1.5% 480,735 $16.1M
M&T Bank Corp 0.05% Reduce -5.0% 478,186 $16.0M
Brown Advisory Inc. 0.02% Add +26.9% 472,797 $15.8M
Vontobel Holding Ltd. 0.05% Reduce -3.3% 452,160 $15.1M
Jones Financial Companies LLLP 0.02% Add +35.8% 435,118 $14.6M
Retirement Systems of Alabama 0.06% Reduce -1.1% 431,236 $14.4M
Mariner, LLC 0.03% Add +8.4% 429,111 $14.4M
Founders Capital Management, LLC 2.57% Reduce -0.6% 424,176 $14.2M
Comerica Bank 0.06% Reduce -0.5% 422,708 $14.1M
O'shaughnessy Asset Management, LLC 0.14% Add +10.0% 418,017 $14.0M
Natixis 0.09% New 413,704 $13.8M
Forsta Ap-Fonden 0.12% Reduce -3.0% 410,800 $13.7M
Baird Financial Group, Inc. 0.03% Reduce -2.7% 407,659 $13.6M
Aptus Capital Advisors, LLC 0.26% Add +29.9% 403,436 $13.5M
Andra AP-fonden 0.23% Reduce -8.8% 401,400 $13.4M
Carlson Capital, L.P. 2.09% Add +30.8% 399,300 $13.4M
Skandinaviska Enskilda Banken AB (publ) 0.06% Add +3.5% 396,890 $13.3M
Amalgamated Bank 0.11% Reduce -3.2% 395,886 $13.2M
Cibc World Markets Corp. 0.09% Add +20.3% 393,601 $13.2M
SG Americas Securities, LLC 0.08% Reduce -25.1% 388,562 $13.0M
Captrust Financial Advisors 0.04% Add +9.8% 384,925 $12.9M
Cetera Investment Advisers 0.03% Add +6.1% 383,749 $12.8M
Nissay Asset Management Corp. /Japan 0.08% Add +11.5% 382,941 $12.8M
Mirae Asset Global Investments Co., Ltd. 0.06% Reduce -93.3% 386,976 $12.8M
Jacobs & Co. 1.34% Add +8.3% 381,716 $12.8M
Calamos Wealth Management LLC 0.69% Add +1.4% 379,382 $12.7M
Daiwa Securities Group Inc. 0.07% Add +1.3% 375,947 $12.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +58.5% 375,235 $12.6M
Hudson Bay Capital Management LP 0.11% Add +68.9% 375,000 $12.5M
Czech National Bank 0.14% Add +7.2% 372,586 $12.5M
Mercer Global Advisors Inc. 0.03% Add +15.8% 366,626 $12.3M
Jane Street Group, LLC 0.01% Reduce -36.6% 364,902 $12.2M
Mediolanum International Funds Ltd 0.20% Add +1.3% 391,069 $12.1M
HM Payson & Co. 0.21% Reduce -0.8% 351,691 $11.8M
DRH Investments, Inc. 12.71% Reduce -4.1% 350,675 $11.7M
Assetmark, Inc. 0.04% Add +16.2% 348,018 $11.6M
Financial Counselors Inc. 0.19% Add +2.0% 344,909 $11.5M
D.A. Davidson & Co. 0.10% Add +7.8% 334,373 $11.2M
TCV Trust & Wealth Management, Inc. 1.05% Reduce -0.3% 329,814 $11.0M
State of Alaska, Department of Revenue 0.12% Reduce -4.3% 325,685 $10.9M
Bourgeon Capital Management LLC 2.13% Add +52.6% 325,632 $10.9M
GHP Investment Advisors, Inc. 0.54% Add +1.6% 325,468 $10.9M
Acadian Asset Management LLC 0.03% Add +654.4% 324,399 $10.8M
Utah Retirement Systems 0.13% Reduce -5.9% 321,926 $10.8M
Yousif Capital Management, LLC 0.12% Add +2.1% 315,244 $10.5M
Northwest & Ethical Investments L.P. 0.30% Reduce -1.5% 314,881 $10.5M
Bfsg, LLC 1.33% Reduce -3.8% 314,019 $10.5M
Varma Mutual Pension Insurance Co 0.08% Reduce -35.3% 313,764 $10.5M
Fifth Third Bancorp 0.04% Reduce -3.6% 310,331 $10.4M
Waycross Partners, LLC 1.59% Add +2.9% 309,952 $10.4M
AQR Capital Management 0.02% Reduce -35.1% 306,964 $10.2M
LS Investment Advisors, LLC 1.57% Reduce -2.1% 301,355 $10.1M
Pacer Advisors, Inc. 0.02% Reduce -10.6% 300,031 $10.0M
Bornite Capital Management LP 1.65% New 300,000 $10.0M
Robeco Institutional Asset Management B.V. 0.02% Add +12.1% 298,898 $10.0M
Prudential PLC 0.07% Add +41.6% 298,637 $10.0M
Allspring Global Investments Holdings, LLC 0.02% Add +2.8% 293,649 $9.8M
Gotham Asset Management 0.13% Add +77.5% 289,110 $9.7M
QRG Capital Management, Inc. 0.11% Add +15.8% 285,648 $9.6M
Crossmark Global Holdings, Inc. 0.18% Reduce -17.6% 283,405 $9.5M
Cohen Capital Management, Inc. 1.60% Add +0.2% 278,208 $9.3M
Janus Henderson Group PLC 0.01% Add +6.0% 277,703 $9.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +16.5% 274,782 $9.2M
Atom Investors LP 0.91% Add +182.1% 273,256 $9.1M
Kemnay Advisory Services Inc. 1.89% Add +5.2% 271,349 $9.1M
Public Employees Retirement Association of Colorado 0.04% Reduce -3.7% 270,351 $9.0M
Citadel Advisors 0.01% Add +147.1% 269,484 $9.0M
Partners Capital Investment Group, LLP 0.15% Add +73.7% 271,146 $9.0M
Pathstone Holdings, LLC 0.04% Reduce -1.4% 269,172 $9.0M
New York Life Investment Management LLC 0.09% Reduce -0.5% 267,846 $9.0M
Axxcess Wealth Management, LLC 0.24% Reduce -12.9% 267,147 $8.9M
Louisiana State Employees Retirement System 0.17% Reduce -1.0% 265,900 $8.9M
Xponance LLC 0.09% Reduce -8.1% 263,969 $8.8M
iA Global Asset Management Inc. 0.17% Reduce -11.9% 259,645 $8.7M
First Manhattan Co. Llc. 0.03% Reduce -12.2% 257,093 $8.6M
Alberta Investment Management Corp 0.09% Reduce -25.2% 251,562 $8.4M
Hartford Financial Management Inc. 1.80% Reduce -1.9% 250,808 $8.4M
Tower Research Capital LLC (TRC) 0.14% Add +102.0% 249,330 $8.3M
Credit Agricole S A 0.05% Add +101.1% 247,774 $8.3M
Shelton Capital Management 0.23% No change 247,314 $8.3M
Mutual of America Capital Management LLC 0.09% Reduce -4.8% 246,639 $8.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +3.5% 245,397 $8.2M
Orange Investment Advisors, Inc. 1.06% Reduce -6.7% 236,123 $8.2M
Capital International, Inc. 0.11% Reduce -40.6% 243,187 $8.1M
Cerity Partners LLC 0.02% Reduce -18.0% 238,948 $8.0M
Engineers Gate Manager LP 0.18% Reduce -45.1% 235,578 $7.9M
Oppenheimer Asset Management Inc. 0.10% Add +87.1% 229,805 $7.7M
Alaska Permanent Fund Corp 0.11% Add +0.7% 216,413 $7.6M
Allianz SE 0.22% Add +8.8% 224,083 $7.5M
Kerrisdale Advisers, LLC 2.32% No change 221,940 $7.4M
Capitolis Liquid Global Markets LLC 0.09% No change 220,800 $7.4M
Kestra Advisory Services, LLC 0.04% Add +17.3% 222,959 $7.4M
Jump Financial, LLC 0.15% Add +169.7% 218,257 $7.3M
M. Kulyk & Associates, LLC 1.68% Add +6.7% 216,566 $7.2M
Pinebridge Investments, L.P. 0.06% Reduce -0.6% 215,196 $7.2M
Gladstone Institutional Advisory LLC 0.37% Add +2.9% 214,406 $7.2M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.08% — 213,963 $7.2M
Skylands Capital, LLC 1.01% Add +20.0% 213,950 $7.2M
Entropy Technologies, LP 0.76% New 209,280 $7.0M
Cohen & Steers, Inc. 0.01% Reduce -91.9% 208,026 $7.0M
Prana Capital Management, LP 0.33% New 206,469 $6.9M
Townsquare Capital LLC 0.09% Add +57.7% 204,238 $6.8M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 204,000 $6.8M
Orion Porfolio Solutions, LLC 0.07% Add +0.7% 202,218 $6.8M
Orion Portfolio Solutions, LLC 0.07% Add +0.7% 202,218 $6.8M
Commerce Bank 0.04% Reduce -36.1% 200,760 $6.7M
Moore Capital Management, LP 0.15% Add +470.9% 200,000 $6.7M
Rathbones Group PLC 0.04% Add +14.3% 199,269 $6.7M
Park National Corp. 0.24% Reduce -10.9% 197,814 $6.6M
Oppenheimer & Co. Inc. 0.10% Add +0.6% 196,321 $6.6M
Verition Fund Management LLC 0.06% Reduce -61.0% 193,550 $6.5M
RDST Capital LLC 1.66% New 188,745 $6.3M
Cresset Asset Management, LLC 0.03% Add +17.1% 186,136 $6.2M
HRT Financial LP 0.03% New 181,427 $6.1M
First National Bank of Omaha 0.40% Add +129.5% 179,686 $6.0M
Miller Howard Investments Inc. 0.20% Reduce -1.4% 178,836 $6.0M
Knights of Columbus Asset Advisors LLC 0.39% Add +1.1% 178,606 $6.0M
Tidal Investments LLC 0.08% Add +35.7% 178,304 $6.0M
Sfmg, LLC 0.51% Add +0.3% 176,187 $5.9M
Mackenzie Financial Corp. 0.01% Reduce -0.7% 175,624 $5.9M
Providence Capital Advisors, LLC 1.28% Add +2182.9% 175,033 $5.9M
Federation des caisses Desjardins du Quebec 0.03% Add +39.3% 173,841 $5.8M
Profund Advisors LLC 0.21% Reduce -1.7% 172,664 $5.8M
Aull & Monroe Investment Management Corp 2.80% Reduce -3.3% 170,630 $5.7M
Blair William & Co. 0.02% Add +3.4% 169,741 $5.7M
Gulf International Bank (UK) Ltd 0.14% No change 168,887 $5.6M
Oregon Public Employees Retirement Fund 0.11% Reduce -0.6% 167,872 $5.6M
NEOS Investment Management LLC 0.23% Add +45.0% 166,548 $5.6M
CenterBook Partners LP 0.34% Add +24.3% 165,338 $5.5M
Vanguard Personalized Indexing Management, LLC 0.10% Add +7.2% 166,777 $5.5M
Elo Mutual Pension Insurance Co 0.13% Reduce -9.4% 163,598 $5.5M
T. Rowe Price Investment Management, Inc. 0.00% Add +13.2% 162,531 $5.4M
DAVENPORT & Co LLC 0.03% Reduce -8.9% 161,212 $5.4M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -2.8% 160,881 $5.4M
Empowered Funds, LLC 0.09% Add +48.6% 157,762 $5.3M
Intact Investment Management Inc. 0.20% Add +50.7% 155,940 $5.2M
Equitable Trust Co. 0.36% Add +0.8% 155,707 $5.2M
Castleark Management LLC 0.21% No change 155,610 $5.2M
KBC Group NV 0.02% Add +9.8% 155,585 $5.2M
Sanctuary Advisors, LLC 0.04% — 150,308 $5.1M
Maryland State Retirement & Pension System 0.09% Reduce -1.6% 152,285 $5.1M
Beacon Pointe Advisors, LLC 0.06% Reduce -11.2% 152,212 $5.1M
Hantz Financial Services, Inc. 0.10% Reduce -3.4% 151,871 $5.1M
Mizuho Securities USA LLC 0.11% New 150,736 $5.0M
Burney Co./ 0.19% Reduce -10.8% 150,467 $5.0M
Cannell & Spears LLC 0.10% Reduce -56.6% 149,369 $5.0M
CIBC Private Wealth Group LLC 0.01% Reduce -4.6% 149,505 $5.0M
Peapack Gladstone Financial Corp. 0.08% Reduce -6.4% 147,588 $4.9M
AdvisorNet Financial, Inc 0.45% Add +1.9% 147,570 $4.9M
PGGM Investments 0.07% Add +11.7% 147,513 $4.9M
Mirae Asset Securities (usa) Inc. 0.32% — 147,460 $4.9M
Atlantic Union Bankshares Corp 0.31% Add +25.9% 147,449 $4.9M
Journey Advisory Group, LLC 0.59% Reduce -0.1% 147,373 $4.9M
Kentucky Retirement Systems 0.14% Reduce -1.8% 147,316 $4.9M
Spire Wealth Management 0.17% Reduce -10.2% 142,756 $4.8M
Cornerstone Advisors, LLC 0.19% No change 142,300 $4.8M
Regions Financial Corp. 0.04% Reduce -2.1% 141,803 $4.7M
Oliver Luxxe Assets LLC 1.01% Add +0.2% 141,702 $4.7M
First National Trust Co 0.19% Add +2.0% 139,991 $4.7M
Vident Advisory, LLC 0.13% Add +90.2% 139,845 $4.7M
Yaupon Capital Management LP 0.42% Reduce -21.5% 139,529 $4.7M
Avantax Advisory Services, Inc. 0.03% Add +69.5% 139,521 $4.7M
Ancora Advisors LLC 0.11% Reduce -0.7% 137,193 $4.6M
Huntington National Bank 0.05% Add +5.3% 136,753 $4.6M
TD Waterhouse Canada Inc. 0.04% Add +0.3% 134,827 $4.5M
Lecap Asset Management Ltd. 0.97% Add +410.2% 134,732 $4.5M
Fayez Sarofim & Co 0.01% Reduce -0.3% 133,884 $4.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.15% Add +6.1% 133,572 $4.5M
First National Advisers, LLC 0.82% Add +44.7% 133,376 $4.5M
SpiderRock Advisors, LLC 0.12% Add +6.2% 133,362 $4.5M
United Capital Financial Advisors, LLC 0.04% Reduce -0.1% 133,291 $4.5M
BDF-Gestion 0.42% — 129,517 $4.3M
Pinnacle Associates Ltd. 0.07% Add +4.1% 127,216 $4.3M
Bayesian Capital Management, LP 0.48% New 125,800 $4.2M
Synovus Financial Corp. 0.06% Reduce -3.6% 125,542 $4.2M
Signet Investment Advisory Group, Inc. 2.25% Add +5.0% 125,338 $4.2M
Hartford Investment Management Co. 0.14% Reduce -2.0% 125,309 $4.2M
Highland Capital Management, LLC 0.25% Add +1.7% 125,083 $4.2M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -5.0% 123,347 $4.1M
Scotia Capital Inc. 0.02% Add +56.7% 122,398 $4.1M
Two Sigma Advisers, LP 0.01% Reduce -85.0% 120,700 $4.0M
Wharton Business Group, LLC 0.21% No change 119,855 $4.0M
JCIC Asset Management Inc. 1.64% Reduce -3.0% 119,023 $4.0M
Private Advisor Group, LLC 0.03% Reduce -2.7% 118,792 $4.0M
Burke & Herbert Bank & Trust Co. 0.96% New 118,220 $4.0M
Fca Corp. 1.26% Add +1.8% 117,931 $3.9M
Signaturefd, LLC 0.08% Reduce -3.5% 116,721 $3.9M
Gold Investment Management Ltd. 1.65% Reduce -1.7% 116,364 $3.9M
Bessemer Group Inc. 0.01% Reduce -1.1% 115,918 $3.9M
Cottage Street Advisors LLC 2.28% Reduce -0.1% 115,557 $3.9M
Jennison Associates LLC 0.00% Reduce -0.3% 115,314 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -2.7% 114,743 $3.8M
Cornercap Investment Counsel Inc. 0.62% Reduce -4.1% 114,220 $3.8M
Vestcor Inc 0.13% Reduce -7.1% 114,121 $3.8M
Rakuten Investment Management, Inc. 0.03% Add +60.4% 115,394 $3.8M
Sage Capital Advisors,llc 1.09% Add +1.9% 113,642 $3.8M
Securian Asset Management, Inc. 0.11% Reduce -3.4% 112,409 $3.8M
New England Research & Management, Inc. 1.81% Reduce -4.0% 112,381 $3.8M
Berkeley, Inc 2.30% Reduce -2.3% 110,846 $3.7M
Ieq Capital, LLC 0.05% Add +4.9% 109,595 $3.7M
Whittier Trust Co. 0.05% No change 109,405 $3.7M
Atria Investments, Inc 0.05% Reduce -25.0% 108,193 $3.6M
Independent Advisor Alliance 0.12% Add +11.5% 107,813 $3.6M
Butensky & Cohen Financial Security, Inc. 1.15% Add +1.5% 107,607 $3.6M
Glassy Mountain Advisors, Inc. 1.33% Add +2.0% 107,484 $3.6M
DCM Advisors, LLC 1.89% Reduce -10.6% 107,207 $3.6M
Ethic Inc. 0.08% Reduce -0.5% 106,457 $3.6M
B.O.S.S. Retirement Advisors, LLC 0.91% Add +55.6% 106,103 $3.5M
London Co. of Virginia 0.02% No change 105,934 $3.5M
NewEdge Advisors, LLC 0.03% Add +33.5% 105,929 $3.5M
Gries Financial LLC 0.73% Reduce -0.1% 105,827 $3.5M
Composition Wealth, LLC 0.08% Add +0.5% 104,106 $3.5M
University of Texas/Texas Am Investment Management Co. 0.67% New 102,160 $3.4M
Baker Chad R 0.71% No change 102,000 $3.4M
Agf Management Ltd. 0.02% Add +8.8% 101,343 $3.4M
Sequoia Financial Advisors, LLC 0.04% Add +8.7% 101,000 $3.4M
Lombard Odier Asset Management (Europe) Ltd 0.23% Add +110.3% 100,594 $3.4M
Baxter Bros Inc. 0.44% Reduce -0.1% 100,149 $3.3M
Steward Partners Investment Advisory, LLC 0.04% Add +6.8% 99,569 $3.3M
New Mexico Educational Retirement Board 0.12% No change 99,518 $3.3M
Johnson Investment Counsel Inc. 0.04% Add +0.1% 99,195 $3.3M
Procyon Advisors, LLC 0.24% Add +2.0% 98,608 $3.3M
Clearstead Advisors, LLC 0.06% Add +68.8% 98,566 $3.3M
Siemens Fonds Invest GmbH 0.24% Reduce -0.2% 97,384 $3.3M
Cwm, LLC 0.02% Add +2.4% 97,267 $3.3M
Wellington Management Group LLP 0.00% Add +3.4% 96,495 $3.2M
Hancock Whitney Corp. 0.11% Reduce -0.1% 96,116 $3.2M
Accurate Wealth Management, LLC 0.77% Add +365.1% 92,500 $3.2M
Naples Global Advisors, LLC 0.32% Add +5.6% 95,350 $3.2M
Bartlett & Co. Wealth Management LLC 0.05% Add +36.3% 95,302 $3.2M
CFO4Life Group, LLC 0.60% Add +0.1% 95,097 $3.2M
Old National Bancorp 0.07% Reduce -16.1% 95,057 $3.2M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -0.5% 94,803 $3.2M
Rowlandmiller & Partners.adv 0.69% Reduce -15.8% 94,656 $3.2M
Alps Advisors Inc. 0.02% No change 94,093 $3.1M
Costello Asset Management, INC 2.33% Add +6.1% 93,491 $3.1M
Van Hulzen Asset Management, LLC 0.21% No change 93,000 $3.1M
Forvis Mazars Wealth Advisors, LLC 0.08% Reduce -1.1% 92,934 $3.1M
CX Institutional 0.14% Add +2.4% 92,093 $3.1M
Intech Investment Management LLC 0.04% Reduce -2.2% 91,965 $3.1M
Prime Capital Investment Advisors, LLC 0.05% Reduce -6.2% 91,856 $3.1M
Signature Estate & Investment Advisors LLC 0.08% New 91,777 $3.1M
Ritholtz Wealth Management 0.10% Reduce -0.6% 91,272 $3.1M
Groupama Asset Managment 0.04% Add +87.6% 90,790 $3.0M
Stephens Inc. 0.05% Add +1.7% 90,528 $3.0M
Argent Trust Co 0.13% Add +4.5% 90,376 $3.0M
Anchor Investment Management, LLC 0.31% Reduce -0.2% 90,179 $3.0M
FourThought Financial Partners, LLC 0.39% Add +5.3% 90,116 $3.0M
Bleakley Financial Group, LLC 0.09% Reduce -2.0% 90,004 $3.0M
Simplicity Wealth,LLC 0.07% Reduce -16.6% 89,916 $3.0M
Bokf, NA 0.05% Add +11.6% 89,880 $3.0M
Ossiam 0.06% Reduce -9.3% 89,613 $3.0M
Capital International Sarl 0.09% Reduce -4.3% 89,495 $3.0M
Richard Bernstein Advisors LLC 0.07% Add +0.0% 88,679 $3.0M
Quantinno Capital Management LP 0.05% Add +4.1% 88,350 $3.0M
Swiss Life Asset Management Ltd 0.03% Add +53.9% 87,922 $2.9M
CreativeOne Wealth, LLC 0.15% Reduce -1.7% 87,640 $2.9M
Summit Trail Advisors, LLC 0.08% Add +85.6% 87,332 $2.9M
Park Avenue Securities LLC 0.04% Add +13.2% 86,355 $2.9M
Kestra Private Wealth Services, LLC 0.06% Reduce -1.9% 86,009 $2.9M
MUFG Securities EMEA plc 0.13% New 85,900 $2.9M
Onex Canada Asset Management Inc. 0.32% Reduce -1.1% 85,146 $2.8M
NorthCoast Asset Management LLC 0.02% Add +30.5% 84,804 $2.8M
Greenleaf Trust 0.03% Reduce -2.0% 84,086 $2.8M
Factorial Partners, LLC 1.73% Reduce -5.5% 84,000 $2.8M
Parsons Capital Management Inc. 0.19% Reduce -45.6% 83,818 $2.8M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -42.6% 82,663 $2.8M
First PREMIER Bank 0.74% No change 82,312 $2.8M
Norinchukin Bank, The 0.08% Reduce -5.3% 81,928 $2.7M
Penobscot Investment Management Company, Inc. 0.26% No change 81,412 $2.7M
HighPoint Advisor Group LLC 0.16% Add +0.1% 76,898 $2.7M
Savant Capital, LLC 0.03% Reduce -1.4% 78,991 $2.6M
DRW Securities, LLC 0.16% Add +714.0% 78,252 $2.6M
Bar Harbor Wealth Management 0.17% No change 78,083 $2.6M
AlphaQuest LLC 0.35% Add +19.3% 77,960 $2.6M
M&R Capital Management Inc. 0.62% Reduce -0.3% 77,949 $2.6M
Ameritas Investment Partners, Inc. 0.09% Reduce -1.0% 77,354 $2.6M
Zimmer Partners, LP 0.05% No change 77,100 $2.6M
Vinva Investment Management Ltd 0.13% Add +4.8% 77,687 $2.6M
Advisory Services Network, LLC 0.05% Reduce -8.1% 75,611 $2.5M
Ascent Group, LLC 0.20% Add +27.9% 75,185 $2.5M
Moors & Cabot, Inc. 0.13% Reduce -6.7% 75,183 $2.5M
Ally Financial Inc. 0.31% New 75,000 $2.5M
Public Sector Pension Investment Board 0.02% Add +69.3% 74,576 $2.5M
Wealthfront Advisers LLC 0.01% Add +8.1% 74,414 $2.5M
Allworth Financial LP 0.02% Add +3.4% 71,231 $2.5M
Community Bank of Raymore 1.90% Reduce -64.0% 73,120 $2.4M
Stock Yards Bank & Trust Co. 0.08% Reduce -2.1% 73,086 $2.4M
Tower Bridge Advisors 0.27% Reduce -0.3% 72,685 $2.4M
Augustine Asset Management Inc. 0.93% Add +0.6% 72,242 $2.4M
Cornerstone Investment Partners, LLC 0.12% New 71,615 $2.4M
First United Bank & Trust 0.89% Reduce -0.5% 71,569 $2.4M
Institute for Wealth Management, LLC. 0.32% Reduce -1.3% 71,515 $2.4M
Azzad Asset Management Inc. 0.28% Reduce -0.1% 71,003 $2.4M
Guardian Investment Management 1.69% Add +59.4% 70,540 $2.4M
Buckingham Strategic Wealth, LLC 0.02% Reduce -1.2% 70,191 $2.3M
Knott David M Jr 0.93% No change 70,000 $2.3M
Empirical Finance, LLC 0.15% Reduce -8.6% 69,988 $2.3M
Icon Advisers Inc. 0.54% No change 69,500 $2.3M
MTM Investment Management, LLC 0.96% No change 69,790 $2.3M
Heritage Wealth Advisors 0.11% Add +0.0% 69,774 $2.3M
Trust Co. of Vermont 0.13% Add +0.5% 68,966 $2.3M
OMERS ADMINISTRATION Corp 0.02% New 68,675 $2.3M
Citizens National Bank Trust Department 0.51% Reduce -0.4% 68,437 $2.3M
Raymond James Trust N.A. 0.05% Add +25.8% 68,418 $2.3M
South Dakota Investment Council 0.05% Reduce -0.1% 67,784 $2.3M
Family Legacy, Inc. 0.81% Reduce -1.2% 67,634 $2.3M
OneDigital Investment Advisors LLC 0.03% Add +20.8% 67,489 $2.3M
Petredis Investment Advisors LLC 0.25% Reduce -0.3% 67,465 $2.3M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -3.1% 67,064 $2.2M
Clearbridge Investments, LLC 0.00% Add +1.0% 66,709 $2.2M
Proquility Private Wealth Partners, LLC 0.76% Add +3.2% 66,379 $2.2M
Atria Wealth Solutions, Inc. 0.02% Reduce -29.8% 65,952 $2.2M
Choreo, LLC 0.04% Add +243.9% 65,436 $2.2M
Wulff, Hansen & Co. 2.16% Reduce -0.1% 65,538 $2.2M
GMO 0.01% Add +953.0% 65,328 $2.2M
Praxis Investment Management Inc. 0.15% No change 63,961 $2.1M
Martingale Asset Management L P 0.05% Reduce -6.1% 63,367 $2.1M
Cedar Mountain Advisors, LLC 0.52% No change 63,318 $2.1M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -3.3% 63,054 $2.1M
Wesbanco Bank Inc. 0.08% Reduce -3.7% 62,828 $2.1M
Metis Global Partners, LLC 0.07% Add +0.4% 62,726 $2.1M
Covey Capital Advisors, LLC 2.41% Reduce -2.0% 62,565 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -0.8% 62,213 $2.1M
Portfolio Design Labs, LLC 0.64% Add +28.6% 61,755 $2.1M
Aspen Investment Management Inc 1.03% Reduce -1.8% 61,708 $2.1M
New England Asset Management Inc. 0.36% No change 61,500 $2.1M
Chapin Davis, Inc. 0.70% Reduce -2.7% 60,885 $2.0M
HB Wealth Management, LLC 0.02% Reduce -10.2% 60,684 $2.0M
Illinois Municipal Retirement Fund 0.03% No change 60,666 $2.0M
CGN Advisors LLC 0.23% Add +12.5% 60,367 $2.0M
Geneos Wealth Management Inc. 0.09% Reduce -2.0% 60,356 $2.0M
Banco de Sabadell, S.A 1.47% Reduce -1.9% 59,917 $2.0M
Community Bank, N.A. 0.26% Reduce -9.8% 59,580 $2.0M
Beese Fulmer Investment Management, Inc. 0.18% Reduce -1.7% 59,333 $2.0M
Concourse Financial Group Securities, Inc. 0.12% Reduce -6.6% 59,315 $2.0M
Harvest Fund Management Co., Ltd 0.14% Reduce -1.5% 59,155 $2.0M
First Trust Direct Indexing L.P. 0.12% Add +21.1% 59,051 $2.0M
AAFMAA Wealth Management & Trust LLC 0.97% Add +0.0% 59,029 $2.0M
Williams Jones Wealth Management, LLC. 0.02% Reduce -14.5% 58,841 $2.0M
Donaldson Capital Management, LLC 0.08% Reduce -58.6% 58,479 $2.0M
Neville Rodie & Shaw Inc. 0.15% No change 58,014 $1.9M
MAI Capital Management 0.02% Reduce -3.0% 57,457 $1.9M
Blue Trust, Inc. 0.03% Add +5.0% 51,236 $1.9M
Erste Asset Management GmbH 0.03% Add +28.4% 57,323 $1.9M
Bradley Foster & Sargent Inc. 0.03% Add +2.8% 56,317 $1.9M
Lido Advisors, LLC 0.02% Add +11.5% 56,052 $1.9M
Paloma Partners Management Co 0.20% Add +1344.3% 56,024 $1.9M
Barnett & Company, Inc. 1.34% No change 55,950 $1.9M
First Business Financial Services, Inc. 0.20% Add +7.4% 55,469 $1.9M
Associated Banc-Corp 0.06% Reduce -0.3% 55,224 $1.8M
Apollon Wealth Management, LLC 0.06% Add +2.7% 55,046 $1.8M
Kingsview Wealth Management, LLC 0.04% Add +8.5% 54,907 $1.8M
City Holding Co. 0.27% Reduce -1.8% 54,811 $1.8M
Meridian Management Co. 0.50% Reduce -0.1% 54,632 $1.8M
FineMark National Bank & Trust 0.07% Add +269.1% 54,602 $1.8M
Benjamin F. Edwards & Company, Inc. 0.03% Reduce -1.4% 54,545 $1.8M
Axq Capital, LP 0.42% New 54,398 $1.8M
Value Partners Investments Inc. 0.16% Add +21.7% 54,363 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -43.3% 54,033 $1.8M
Resonant Capital Advisors, LLC 0.15% Add +5.3% 54,001 $1.8M
Investment Management Corp of Ontario 0.05% Add +27.7% 53,967 $1.8M
United Services Automobile Association 0.05% Reduce -5.0% 53,562 $1.8M
Woodmont Investment Counsel LLC 0.15% No change 53,286 $1.8M
Centiva Capital, LP 0.09% Add +21.6% 53,111 $1.8M
Venture Visionary Partners LLC 0.08% Reduce -2.5% 52,696 $1.8M
Prio Wealth Limited Partnership 0.05% No change 52,668 $1.8M
Meeder Advisory Services, Inc. 0.12% Add +27.1% 52,608 $1.8M
Zurich Insurance Group Ltd 0.02% No change 52,600 $1.8M
Farmers & Merchants Investments Inc. 0.06% Reduce -3.7% 52,535 $1.8M
Fifth Third Wealth Advisors LLC 0.13% Add +169.4% 52,320 $1.8M
Community Bank & Trust, Waco, Texas 0.44% Reduce -0.3% 52,063 $1.7M
Liontrust Investment Partners LLP 0.02% No change 51,687 $1.7M
Foundations Investment Advisors, LLC 0.04% Add +36.8% 50,898 $1.7M
Bath Savings Trust Co 0.18% Add +5.9% 50,542 $1.7M
IHT Wealth Management, LLC 0.06% Add +14.0% 50,314 $1.7M
Outfitters Financial LLC 1.40% Reduce -0.1% 50,280 $1.7M
Pinnacle Wealth Management Advisory Group, LLC 0.17% Reduce -3.7% 50,174 $1.7M
Campbell & CO Investment Adviser LLC 0.14% Add +84.8% 50,158 $1.7M
Sustainable Insight Capital Management, LLC 0.84% Reduce -1.8% 50,100 $1.7M
Kahn Brothers Group Inc. 0.28% Reduce -1.0% 49,820 $1.7M
Firethorn Wealth Partners, LLC 0.94% Reduce -0.9% 49,712 $1.7M
UMB Bank, n.a. 0.03% Reduce -4.4% 49,403 $1.7M
BLB&B Advisors, LLC 0.09% Reduce -2.8% 49,358 $1.7M
Carmel Capital Partners, LLC 0.69% Add +2.3% 49,056 $1.6M
Hudson Canyon Capital Management 1.11% Reduce -3.4% 48,879 $1.6M
Fiduciary Trust Co 0.02% Add +3.5% 48,851 $1.6M
Gsa Capital Partners LLP 0.11% Add +687.7% 48,757 $1.6M
Americana Partners, LLC 0.13% Reduce -0.1% 48,610 $1.6M
Waverly Advisors, LLC 0.03% Add +81.8% 48,135 $1.6M
Dagco, Inc. 0.71% Add +0.0% 47,700 $1.6M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -7.4% 47,514 $1.6M
Valeo Financial Advisors, LLC 0.05% Add +0.3% 47,396 $1.6M
Coldstream Capital Management Inc. 0.04% Add +4.9% 47,257 $1.6M
E. Ohman J:or Asset Management AB 0.04% Add +5.0% 46,937 $1.6M
Ables, Iannone, Moore & Associates, Inc. 1.04% Reduce -1.0% 46,870 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +0.8% 46,377 $1.6M
EP Wealth Advisors, LLC 0.02% Reduce -0.5% 46,373 $1.6M
Kintegral Advisory, LLC 0.15% Add +3.6% 46,110 $1.5M
Sigma Planning Corp 0.05% Add +2.1% 45,587 $1.5M
Portman Square Capital LLP 1.18% New 45,416 $1.5M
D.B. Root & Company, LLC 0.52% Add +11.1% 45,373 $1.5M
Sanchez Wealth Management Group 0.48% Reduce -4.5% 44,188 $1.5M
Sumitomo Life Insurance Co. 0.03% Reduce -11.3% 44,040 $1.5M
Waters Parkerson & Co., LLC 0.08% Reduce -1.0% 43,865 $1.5M
Florida Trust Wealth Management Co 0.05% No change 43,812 $1.5M
Cascade Investment Advisors, Inc. 0.98% Add +3.0% 43,621 $1.5M
Traynor Capital Management, Inc. 0.12% Add +4.5% 43,259 $1.4M
WBH Advisory Inc. 0.15% Reduce -1.4% 43,230 $1.4M
Atlanta Consulting Group Advisors, LLC 0.31% No change 43,168 $1.4M
Wedbush Securities Inc. 0.05% Reduce -6.2% 43,034 $1.4M
Fingerlakes Wealth Management, Inc. 1.29% Reduce -4.4% 42,932 $1.4M
Citadel Investment Advisory, Inc. 0.81% No change 42,710 $1.4M
Roundview Capital LLC 0.11% Add +6.9% 42,627 $1.4M
Bahl & Gaynor LLC 0.01% Add +3.7% 42,264 $1.4M
Studio Investment Management LLC 0.32% Reduce -0.0% 42,099 $1.4M
Ballentine Partners, LLC 0.03% Reduce -6.4% 41,944 $1.4M
Commerzbank Aktiengesellschaft 0.05% Add +250.6% 41,788 $1.4M
Fiduciary Group, LLC 0.15% Reduce -0.6% 41,648 $1.4M
Marco Investment Management LLC 0.13% Add +1.2% 41,434 $1.4M
Decatur Capital Management, Inc. 0.67% Add +2.8% 41,339 $1.4M
Wealthcare Advisory Partners LLC 0.04% Add +58.6% 41,251 $1.4M
Ontario Teachers Pension Plan Board 0.01% Add +35.5% 40,871 $1.4M
Clifford Swan Investment Counsel LLC 0.05% No change 40,807 $1.4M
Cullen Capital Management, LLC 0.02% Add +13.9% 40,718 $1.4M
First National Bank Sioux Falls 0.70% No change 40,500 $1.4M
Cohen Klingenstein LLC 0.05% No change 40,500 $1.4M
Integrated Wealth Concepts LLC 0.02% Add +11.0% 40,493 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +11.6% 40,473 $1.4M
Concurrent Investment Advisors, LLC 0.04% Add +46.3% 40,359 $1.4M
Smithfield Trust Co 0.07% Reduce -10.8% 40,211 $1.3M
Advisory Alpha, LLC 0.05% Add +11.8% 40,147 $1.3M
Wolverine Asset Management LLC 0.13% Add +344.4% 40,000 $1.3M
Prospera Financial Services Inc 0.04% Reduce -20.6% 39,877 $1.3M
Moneta Group Investment Advisors LLC 0.02% Add +4.8% 39,402 $1.3M
Leavell Investment Management, Inc. 0.07% No change 39,027 $1.3M
Conway Capital Management, Inc. 0.66% No change 39,000 $1.3M
Delta Investment Management, LLC 0.29% Reduce -3.7% 38,999 $1.3M
Jacobi Capital Management LLC 0.11% Add +0.9% 38,987 $1.3M
StoneX Group Inc. 0.10% Add +2.9% 38,850 $1.3M
Summit Global Investments 0.09% Add +382.1% 38,777 $1.3M
Kanawha Capital Management LLC 0.10% Reduce -0.0% 38,593 $1.3M
Nilsine Partners, LLC 0.17% Reduce -1.0% 38,523 $1.3M
Pitcairn Co. 0.08% Add +2.3% 38,446 $1.3M
Linscomb Wealth, Inc. 0.07% No change 38,432 $1.3M
Capital Investment Advisors, LLC 0.03% Reduce -0.5% 38,206 $1.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.53% Reduce -0.5% 38,031 $1.3M
Abn Amro Investment Solutions 0.02% Add +322.7% 38,030 $1.3M
Sovereign Financial Group, Inc. 0.31% Reduce -0.5% 37,633 $1.3M
Raab & Moskowitz Asset Management LLC 0.34% Add +0.0% 37,422 $1.3M
Massachusetts Wealth Management 0.84% Reduce -0.5% 37,340 $1.2M
Congress Park Capital LLC 0.50% Reduce -2.2% 37,190 $1.2M
TCW Group Inc. 0.01% Reduce -11.2% 37,083 $1.2M
Lindbrook Capital, LLC 0.12% Reduce -0.2% 36,800 $1.2M
Cullen Investment Group, LTD. 0.20% Reduce -6.9% 36,710 $1.2M
Sheets Smith Wealth Management 0.15% No change 36,681 $1.2M
SVB Wealth LLC 0.03% Add +1.1% 36,631 $1.2M
Aft, Forsyth & Sober, LLC 0.42% No change 36,600 $1.2M
Spirit of America Management Corp. 0.25% No change 36,600 $1.2M
PBMares Wealth Management LLC 0.30% Reduce -0.6% 36,411 $1.2M
Chatham Capital Group, Inc. 0.21% No change 36,206 $1.2M
Perigon Wealth Management, LLC 0.04% Add +1.1% 36,178 $1.2M
Venator Management LLC 0.37% Reduce -30.5% 36,170 $1.2M
Western Wealth Management, LLC 0.09% Add +0.8% 36,127 $1.2M
Dynamic Advisor Solutions LLC 0.04% Add +1.1% 35,886 $1.2M
Gibraltar Capital Management, Inc. 0.54% No change 35,781 $1.2M
Caprock Group, LLC 0.05% Add +57.3% 35,699 $1.2M
Inspire Investing, LLC 0.14% Reduce -16.9% 35,529 $1.2M
Sapient Capital LLC 0.02% Add +0.2% 35,422 $1.2M
Modera Wealth Management, LLC 0.02% Reduce -34.5% 35,340 $1.2M
Equitable Holdings, Inc. 0.01% Add +3.6% 35,287 $1.2M
Wright Investors Service Inc. 0.31% Reduce -0.3% 35,267 $1.2M
Eagle Strategies LLC 0.23% New 35,244 $1.2M
Csenge Advisory Group 0.07% Add +44.8% 35,216 $1.2M
Weil Company, Inc. 0.43% No change 35,200 $1.2M
Citizens Financial Group Inc. 0.03% Add +7.2% 35,189 $1.2M
WealthTrust Axiom LLC 0.39% No change 35,116 $1.2M
J.W. Cole Advisors, Inc. 0.06% Reduce -3.3% 35,092 $1.2M
V-Square Quantitative Management LLC 0.19% Reduce -5.1% 34,907 $1.2M
Pinnacle Financial Partners Inc 0.02% Reduce -2.0% 34,707 $1.2M
Country Club Bank 0.08% No change 35,114 $1.2M
Trivium Point Advisory, LLC 0.17% Add +5.3% 34,631 $1.2M
Vaughan David Investments LLC 0.03% Reduce -0.9% 34,476 $1.2M
Cascade Financial Partners, LLC 0.15% No change 34,410 $1.2M
Cary Street Partners Investment Advisory LLC 0.05% Reduce -1.8% 34,069 $1.1M
Cobblestone Asset Management LLC 0.74% Add +0.4% 33,926 $1.1M
VELA Investment Management, LLC 0.40% Add +3.2% 33,552 $1.1M
Bridgewater Advisors Inc. 0.14% Add +135.9% 33,114 $1.1M
Coastline Trust Co 0.13% No change 33,171 $1.1M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -8.8% 33,079 $1.1M
Brevan Howard Capital Management LP 0.07% New 32,871 $1.1M
Sheaff Brock Investment Advisors, LLC 0.10% Reduce -12.3% 32,754 $1.1M
Eagle Asset Management Inc. 0.01% Add +18.0% 32,603 $1.1M
Transcend Capital Advisors, LLC 0.08% Add +4.9% 32,689 $1.1M
IFP Advisors, Inc 0.04% Add +91.5% 32,679 $1.1M
Daymark Wealth Partners, LLC 0.05% Add +9.6% 32,657 $1.1M
Valmark Advisers, Inc. 0.02% Add +1.1% 32,390 $1.1M
Horizon Investments, LLC 0.03% Reduce -4.8% 32,357 $1.1M
Fidelis Capital Partners, LLC 0.15% Add +44.0% 32,139 $1.1M
First Hawaiian Bank 0.04% Reduce -6.0% 32,012 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Add +2.0% 31,928 $1.1M
Everhart Financial Group, Inc. 0.28% Add +6.4% 31,922 $1.1M
Shelton Wealth Management, LLC 0.64% New 31,919 $1.1M
Reynders McVeigh Capital Management, LLC 0.06% Reduce -13.2% 31,800 $1.1M
Weatherly Asset Management L. P. 0.10% Reduce -15.5% 31,786 $1.1M
Intellectus Partners, LLC 0.29% Add +1.1% 31,772 $1.1M
Taylor Hoffman Wealth Management 0.43% Reduce -0.2% 31,632 $1.1M
Diversified Trust Co. 0.03% Reduce -29.1% 31,729 $1.1M
WASHINGTON TRUST Co 0.04% Add +0.2% 31,622 $1.1M
Essex Financial Services, Inc. 0.08% Add +8.8% 30,808 $1.1M
Harbour Trust & Investment Management Co 0.13% Reduce -6.3% 31,531 $1.1M
Paradigm Asset Management Co. LLC 0.29% New 31,500 $1.1M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -45.4% 31,374 $1.0M
STF Management LP 0.44% Reduce -4.8% 31,210 $1.0M
Mission Wealth Management, LP 0.03% Add +8.5% 31,184 $1.0M
Private Trust Co. NA 0.11% Add +0.2% 31,116 $1.0M
Intrust Bank NA 0.11% Reduce -2.1% 30,958 $1.0M
Wealthspire Advisors, LLC 0.01% Add +0.5% 30,797 $1.0M
Creative Financial Designs Inc. 0.09% Add +371.5% 30,794 $1.0M
Systematic Financial Management LP 0.03% No change 30,600 $1.0M
Ullmann Wealth Partners Group, LLC 0.15% Reduce -3.0% 30,571 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.23% Reduce -0.9% 30,369 $1.0M
Harbor Investment Advisory, LLC 0.11% Reduce -0.1% 30,186 $1.0M
Wellington Shields & Co., LLC 0.33% No change 30,000 $1.0M
Harbor Advisors LLC 0.18% No change 30,000 $1.0M
Graham Capital Management, L.P. 0.06% Add +1.4% 30,000 $1.0M
Fulton Bank, N.A. 0.04% Reduce -1.6% 29,964 $1.0M
Stratos Wealth Advisors, LLC 0.05% Add +7.9% 29,866 $999K
Bridgefront Capital, LLC 0.42% New 29,818 $997K
Aviance Capital Partners, LLC 0.14% Add +0.3% 29,717 $994K
Ninepoint Partners LP 0.11% Add +15.1% 29,654 $992K
Confluence Wealth Services, Inc. 0.08% Add +154.6% 29,611 $991K
Patrick M Sweeney & Associates, Inc. 0.80% Add +2.2% 29,830 $990K
Busey Bank 0.03% Add +2.6% 29,592 $990K
Hunter Perkins Capital Management, LLC 0.21% No change 29,500 $987K
Applied Finance Capital Management, LLC 0.05% New 29,483 $986K
Biltmore Wealth Management, LLC 0.43% Reduce -5.8% 29,478 $986K
&partners 0.04% Add +98.4% 29,381 $983K
Navalign, LLC 0.31% Add +4.3% 29,359 $982K
Lowe Brockenbrough & Co. Inc. 0.07% Add +0.0% 29,318 $981K
Fruth Investment Management 0.27% No change 29,300 $980K
Federated Hermes, Inc. 0.00% Reduce -12.5% 29,178 $976K
Vista Investment Management 0.39% Add +3.9% 29,034 $971K
United Community Bank 0.39% New 29,028 $971K
Sawgrass Asset Management LLC 0.10% Reduce -2.8% 28,975 $969K
Brookstone Capital Management 0.02% Add +0.7% 27,304 $968K
Howland Capital Management LLC 0.05% No change 28,896 $967K
Acorn Wealth Advisors, LLC 0.48% Reduce -0.7% 28,855 $965K
Horan Securities, Inc. 0.42% Add +42.9% 28,776 $963K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -3.5% 28,605 $957K
Westfield Capital Management Co. LP 0.00% No change 28,590 $956K
L.M. Kohn & Company 0.26% Reduce -3.8% 28,558 $955K
Sonora Investment Management Group, LLC 0.08% No change 25,737 $954K
Legacy Private Trust Co. 0.07% Reduce -3.2% 28,135 $941K
Krilogy Financial LLC 0.07% New 27,910 $934K
TD Private Client Wealth LLC 0.03% Add +0.5% 27,850 $932K
Arkadios Wealth Advisors 0.06% Add +7.3% 27,636 $924K
Seneca House Advisors 0.40% Add +0.3% 27,572 $922K
Lyell Wealth Management, LP 0.09% No change 27,508 $920K
Heritage Wealth Management, Inc. 0.31% — 27,574 $918K
Criterion Capital Advisors, LLC 0.58% Reduce -5.6% 27,389 $916K
Community Trust & Investment Co. 0.06% No change 27,354 $915K
Brooks, Moore & Associates, Inc. 0.59% Reduce -1.2% 27,349 $915K
Adirondack Trust Co. 0.37% Reduce -0.8% 27,327 $914K
AA Financial Advisors, LLC 0.32% Add +1.0% 27,277 $912K
Godshalk Welsh Capital Management, Inc. 0.60% Reduce -2.9% 26,890 $899K
SkyOak Wealth, LLC 0.21% Reduce -9.6% 26,753 $895K
Morse Asset Management, Inc 0.22% Reduce -3.6% 26,700 $893K
Genesee Capital Advisors, LLC 0.44% Reduce -50.1% 26,684 $893K
Pittenger & Anderson Inc. 0.04% Reduce -1.9% 26,675 $892K
Summit Financial, LLC 0.04% Add +160.5% 26,083 $872K
Brown Brothers Harriman & Co. 0.01% Add +38.0% 25,998 $870K
Northstar Group, Inc. 0.17% No change 25,989 $869K
William B. Walkup & Associates, Inc. 0.57% — 25,923 $867K
Thoroughbred Financial Services, LLC 0.06% Add +109.5% 25,946 $867K
Integrated Advisors Network LLC 0.04% Add +7.3% 25,821 $864K
Commonwealth Financial Services, LLC 0.18% Reduce -6.6% 25,860 $863K
RMR Wealth Builders 0.10% No change 25,801 $863K
Walker Asset Management, LLC 0.58% Add +0.1% 25,707 $860K
Portside Wealth Group, LLC 0.16% Add +49.1% 25,706 $860K
Threadgill Financial, LLC 0.40% Reduce -0.8% 25,674 $859K
Quantum Private Wealth, LLC 0.30% No change 25,646 $858K
Cadinha & Co. LLC 0.16% Reduce -2.3% 25,646 $858K
Boston Financial Mangement LLC 0.03% No change 25,612 $857K
Unigestion Holding SA 0.05% Reduce -11.7% 24,683 $856K
Ofi Invest Asset Management 0.02% Add +3061.2% 27,376 $854K
Grove Bank & Trust 0.14% No change 25,521 $854K
Walleye Trading LLC 0.02% Reduce -60.0% 25,507 $853K
Faithward Advisors, LLC 0.15% Add +5.5% 25,349 $848K
Benin Management CORP 0.26% No change 25,300 $846K
Quadrant Capital Group LLC 0.06% Add +5.1% 25,232 $844K
Checchi Capital Advisers, LLC 0.07% Reduce -1.1% 25,223 $844K
Headlands Technologies LLC 0.09% New 25,144 $841K
Sage Investment Advisers LLC 0.95% Reduce -17.1% 25,050 $838K
Aberdeen Wealth Management LLC 0.56% No change 24,800 $830K
XML Financial, LLC 0.08% Reduce -0.3% 24,785 $829K
ELCO Management Co., LLC 0.48% Add +80.6% 24,715 $827K
Werlinich Asset Management, LLC 0.51% No change 25,026 $827K
Syon Capital LLC 0.08% Add +3.8% 24,622 $824K
SouthState Bank Corp 0.06% Reduce -0.7% 24,618 $823K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% No change 24,551 $821K
Sciencast Management LP 0.29% New 24,543 $821K
Main Street Financial Solutions, LLC 0.08% Add +0.5% 24,462 $818K
Jackson, Grant Investment Advisers, Inc. 0.33% Add +0.2% 24,286 $812K
Wellington Shields Capital Management, LLC 0.15% No change 24,233 $811K
Valley Brook Capital Group, Inc. 0.63% No change 24,025 $804K
Abbot Financial Management, Inc. 0.43% Reduce -0.4% 24,005 $803K
Diversify Advisory Services, LLC 0.04% Reduce -16.6% 24,657 $801K
Continuum Advisory, LLC 0.11% Add +2.4% 23,810 $796K
MassMutual Private Wealth & Trust, FSB 0.02% Add +4.3% 23,793 $796K
Rehmann Capital Advisory Group 0.06% Add +4.8% 23,684 $792K
Wilkins Investment Counsel Inc. 0.12% Add +54.6% 23,500 $786K
Pioneer Trust Bank N A 0.21% No change 23,385 $782K
McKinley Carter Wealth Services, Inc. 0.05% Add +0.1% 23,364 $782K
Pacific Global Investment Management Co. 0.15% Reduce -0.7% 23,330 $780K
MIdWestOne Financial Group, Inc. 0.14% Reduce -2.2% 23,294 $779K
RMR Capital Management, LLC 0.71% No change 23,278 $779K
Whitener Capital Management, Inc. 0.23% Add +11.2% 23,130 $774K
Rodgers Brothers Inc. 0.10% No change 23,125 $774K
Flputnam Investment Management Co. 0.01% Add +47.5% 23,115 $773K
Midwest Financial Group LLC 0.49% Reduce -2.5% 23,100 $773K
Principal Securities, Inc. 0.02% Add +39.1% 23,041 $771K
Tributary Capital Management, LLC 0.06% Add +10.1% 23,000 $769K
Nebula Research & Development LLC 0.12% Reduce -40.4% 22,959 $768K
Rossmore Private Capital 0.10% Reduce -1.0% 22,890 $766K
Great Valley Advisor Group, Inc. 0.02% Add +9.3% 22,647 $757K
Foster & Motley Inc. 0.05% Add +92.9% 22,543 $754K
Symmetry Partners, LLC 0.04% Reduce -13.9% 22,531 $754K
Sanders Morris Harris LLC 0.12% No change 22,500 $753K
Colonial Trust Co / SC 0.13% Add +3.4% 22,376 $748K
Sound View Wealth Advisors Group, LLC 0.08% Reduce -2.0% 22,320 $747K
Aviso Financial Inc. 0.04% — 22,203 $743K
Mystic Asset Management, Inc. 0.30% No change 22,008 $736K
LaSalle St. Investment Advisors, LLC 0.37% Reduce -55.6% 21,999 $736K
Frank, Rimerman Advisors LLC 0.05% Add +20235.2% 21,962 $735K
New Republic Capital, LLC 0.37% Reduce -0.3% 21,915 $733K
Blue Bell Private Wealth Management, LLC 0.15% Reduce -2.9% 21,848 $731K
Resources Management Corp. /CT/ 0.11% Reduce -5.4% 21,811 $730K
Integrated Investment Consultants, LLC 0.20% No change 19,689 $730K
Inspire Advisors, LLC 0.10% Add +0.0% 21,743 $727K
Redwood Wealth Management Group, LLC 0.55% Add +0.1% 21,733 $727K
Independence Bank of Kentucky 0.19% No change 21,690 $726K
Lakeside Advisors, INC. 0.47% No change 21,600 $723K
TBH Global Asset Management, LLC 0.16% Add +5.9% 21,494 $719K
ICICI Prudential Asset Management Co Ltd 0.09% Add +10.1% 21,475 $718K
Mgo One Seven LLC 0.03% Add +41.8% 21,408 $716K
Leo Wealth, LLC 0.07% New 21,333 $714K
Peoples Bank 0.37% Reduce -0.8% 21,323 $713K
Financial Strategies Group, Inc. 0.18% Add +99.8% 21,881 $711K
Welch & Forbes LLC 0.01% No change 21,850 $710K
Taylor Financial Group, Inc. 0.54% Add +16.5% 21,147 $707K
WINTON GROUP Ltd 0.05% Add +90.7% 21,016 $703K
Cullinan Associates Inc. 0.04% Add +133.3% 21,000 $702K
LSV Asset Management 0.00% No change 21,000 $702K
Brave Asset Management Inc. 0.18% No change 20,928 $700K
Embree Financial Group 0.13% No change 20,902 $699K
Graves Light Lenhart Wealth, Inc. 0.08% Add +0.1% 20,808 $699K
Nations Financial Group Inc, /Ia/ 0.06% Add +0.1% 20,840 $697K
Cigna Investments Inc. 0.13% Reduce -0.7% 20,651 $691K
Snowden Capital Advisors LLC 0.02% Add +5.3% 20,648 $691K
Panagora Asset Management Inc. 0.00% Reduce -97.7% 20,646 $691K
Optas, LLC 0.18% Add +0.8% 20,569 $688K
Patriot Investment Management Group, Inc. 0.05% No change 20,527 $687K
Norden Group LLC 0.14% Add +8.6% 20,520 $686K
Choate Investment Advisors 0.02% Reduce -0.2% 20,500 $686K
Clarius Group, LLC 0.05% Reduce -2.7% 20,444 $684K
Sandy Spring Bank 0.03% Reduce -0.3% 20,343 $680K
Tritonpoint Wealth, LLC 0.07% Reduce -14.1% 20,319 $680K
St Germain D J Co. Inc. 0.03% Add +9.3% 20,264 $678K
Canandaigua National Bank & Trust Co. 0.07% Reduce -0.4% 20,262 $678K
Edgemoor Investment Advisors, Inc. 0.06% Reduce -4.3% 20,250 $677K
AMG National Trust Bank 0.02% Add +67.0% 20,233 $677K
Intrepid Capital Management Inc. 0.43% No change 20,228 $677K
CHICAGO TRUST Co NA 0.14% Add +0.9% 20,186 $675K
WMS Partners, LLC 0.04% Add +0.7% 20,163 $674K
Smartleaf Asset Management LLC 0.11% Add +4.4% 20,310 $671K
Tocqueville Asset Management L.P. 0.01% No change 19,952 $667K
Southeast Asset Advisors, LLC 0.08% No change 19,854 $664K
Tradewinds, LLC. 0.20% New 19,826 $663K
Douglass Winthrop Advisors, LLC 0.01% Reduce -2.2% 19,776 $662K
Independent Financial Group, LLC 0.03% Add +0.4% 19,772 $661K
Pettyjohn, Wood & White, Inc. 0.13% Reduce -8.5% 19,725 $660K
PFG Advisors 0.04% Add +4.3% 19,698 $659K
Boyd Watterson Asset Management LLC 0.19% Reduce -20.3% 19,681 $658K
Hoylecohen, LLC 0.05% Reduce -0.8% 19,667 $658K
Cobblestone Capital Advisors LLC 0.04% No change 19,630 $657K
E Fund Management Co., Ltd. 0.04% Reduce -17.9% 19,629 $657K
Silvercrest Asset Management Group LLC 0.00% Reduce -57.8% 19,593 $655K
Diversify Wealth Management, LLC 0.08% — 19,856 $655K
Legacy Wealth Asset Management, LLC 0.18% Add +0.2% 19,574 $655K
Empire Financial Management Company, LLC 0.22% No change 19,526 $653K
First Command Advisory Services, Inc. 0.01% Add +4.2% 19,523 $653K
Davidson Trust Co. 0.45% Reduce -13.4% 19,398 $649K
Lombard Odier Asset Management (Switzerland) SA 0.07% Reduce -15.0% 19,293 $645K
ARS Wealth Advisors Group, LLC 0.08% Add +0.0% 19,244 $644K
Mayfair Advisory Group, LLC 0.43% No change 18,980 $641K
Flagship Harbor Advisors, LLC 0.04% Reduce -1.1% 19,162 $641K
Brighton Jones LLC 0.02% Add +48.8% 19,160 $641K
CFM Wealth Partners LLC 0.12% Add +8.4% 19,148 $641K
Mill Creek Capital Advisors, LLC 0.02% Reduce -0.9% 19,110 $639K
Bristlecone Advisors, LLC 0.05% No change 19,065 $638K
One Capital Management, LLC 0.02% New 19,051 $637K
PFG Investments, LLC 0.05% Add +3.5% 19,009 $636K
Levy Wealth Management Group, LLC 0.16% No change 18,950 $634K
Forum Financial Management, LP 0.01% Add +0.3% 18,891 $632K
Bigelow Investment Advisors, LLC 0.30% No change 18,816 $629K
Merit Financial Group, LLC 0.01% Add +9.6% 18,788 $628K
Kapstone Financial Advisors LLC 0.41% Reduce -1.1% 18,778 $628K
Arete Wealth Advisors, LLC 0.05% Reduce -1.1% 18,709 $627K
Appleton Partners Inc. 0.05% Add +1.8% 18,748 $627K
Asset Dedication, LLC 0.04% Add +0.5% 18,723 $626K
Blueshift Asset Management, LLC 0.21% Add +11.2% 18,722 $626K
Achmea Investment Management B.V. 0.01% No change 18,722 $626K
Boston Trust Walden Corp 0.00% Reduce -0.2% 18,672 $625K
GAMMA Investing LLC 0.08% Add +18.7% 18,576 $621K
Nicolet Bankshares Inc. 0.13% No change 18,538 $620K
Klingenstein Fields & Co. LP 0.03% No change 18,517 $619K
Dupree Financial Group, LLC 0.30% Reduce -0.8% 18,483 $618K
Castle Wealth Management LLC 0.30% Add +23.0% 18,475 $618K
Certified Advisory Corp 0.08% Add +0.3% 18,356 $614K
Clear Harbor Asset Management, LLC 0.05% No change 18,330 $613K
Knollwood Investment Advisory, LLC 0.07% Add +107.8% 18,300 $612K
Simmons Bank 0.05% Reduce -8.9% 18,275 $611K
Hara Capital LLC 0.39% No change 18,240 $610K
NorthRock Partners, LLC 0.02% Add +4.9% 18,178 $608K
Fox Run Management, L.L.C. 0.11% New 18,176 $608K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.23% Reduce -0.7% 18,173 $608K
Harbor Group, Inc. 0.16% Add +1.2% 18,166 $608K
Ledyard National Bank 0.06% Add +0.3% 18,139 $607K
Mogy Joel R Investment Counsel Inc. 0.04% No change 18,000 $602K
North Star Investment Management Corp. 0.04% No change 17,893 $599K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -0.7% 17,872 $598K
Cornerstone Advisory, LLC 0.08% Reduce -13.5% 17,826 $596K
Connecticut Wealth Management, LLC 0.03% Reduce -21.9% 17,814 $596K
Hall Capital Management Co. Inc. 0.28% Add +0.4% 17,795 $595K
GYL Financial Synergies, LLC 0.05% Reduce -0.1% 17,765 $594K
Bedel Financial Consulting, Inc. 0.09% No change 17,730 $593K
Guyasuta Investment Advisors Inc. 0.04% No change 17,100 $593K
High Net Worth Advisory Group LLC 0.18% No change 17,704 $592K
Wendell David Associates Inc. 0.06% No change 17,674 $591K
Parkside Financial Bank & Trust 0.09% Add +0.9% 17,623 $589K
McGlone Suttner Wealth Management, Inc. 0.12% Reduce -5.9% 16,890 $586K
Gryphon Financial Partners LLC 0.09% Reduce -8.7% 17,492 $585K
Duncker Streett & Co. Inc. 0.11% No change 17,444 $583K
Investors Asset Management of Georgia Inc. /Ga/ 0.28% Add +0.0% 17,400 $582K
Gilbert & Cook, Inc. 0.08% Reduce -8.3% 17,349 $580K
Twin Capital Management Inc. 0.07% Add +1.8% 17,326 $580K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +0.7% 17,275 $578K
Tranquility Partners, LLC 0.22% Add +0.2% 17,274 $578K
Banque Cantonale Vaudoise 0.02% Add +149.1% 17,208 $575K
Trust Point Inc. 0.05% Reduce -8.4% 17,132 $573K
Conning Inc. 0.02% Add +3.8% 17,071 $571K
Lake Street Advisors Group, LLC 0.03% Add +0.5% 16,940 $567K
Silver Oak Securities, Incorporated 0.08% Add +3.5% 16,875 $564K
My Legacy Advisors, LLC 0.18% Add +12.9% 16,873 $564K
Philadelphia Trust Co. 0.04% No change 16,875 $564K
Kingswood Wealth Advisors, LLC 0.05% Add +23.5% 16,795 $562K
Parallel Advisors, LLC 0.01% Reduce -1.7% 16,786 $561K
Smith Salley Wealth Management 0.04% Add +1.3% 16,679 $558K
First Citizens Bank & Trust Co. 0.01% Add +6.3% 16,625 $556K
Osborne Partners Capital Management, LLC 0.03% New 16,604 $555K
Verus Capital Partners, LLC 0.06% Add +0.4% 16,460 $551K
Kenora Financial, LLC 0.23% Add +2.9% 16,441 $550K
Versor Investments LP 0.10% Reduce -54.4% 16,418 $549K
NewEdge Wealth, LLC 0.01% Reduce -4.1% 16,401 $549K
Roof Eidam Maycock Peralta, LLC 0.15% No change 16,341 $547K
Keystone Financial Group 0.20% Reduce -2.3% 16,310 $546K
XTX Topco Ltd 0.05% New 16,286 $545K
Premier Path Wealth Partners, LLC 0.09% Reduce -0.8% 16,285 $545K
Secure Asset Management, LLC 0.10% Reduce -5.6% 16,268 $544K
Rede Wealth, LLC 0.50% Add +0.1% 16,230 $543K
Avantax Planning Partners, Inc. 0.02% Reduce -0.1% 16,162 $541K
Partners in Financial Planning 0.12% No change 16,116 $539K
Qtron Investments LLC 0.08% No change 16,033 $536K
Morningstar Investment Management LLC 0.06% No change 16,007 $535K
Point72 Asia (Singapore) Pte. Ltd. 0.11% Reduce -44.7% 15,934 $533K
Indiana Trust & Investment Management Co 0.20% Reduce -0.3% 15,933 $533K
Waypoint Wealth Partners Inc. 0.16% No change 15,895 $532K
Chronos Wealth Management, LLC 0.30% Add +52.1% 15,885 $531K
Nexus Investment Management ULC 0.06% No change 15,840 $530K
Wedmont Private Capital 0.03% Add +3.5% 15,671 $530K
Pure Financial Advisors, LLC 0.01% New 15,761 $527K
Bailard, Inc. 0.01% No change 15,750 $527K
Gibbs Wealth Management 0.21% Add +165.8% 15,705 $525K
Simplex Trading, LLC 0.02% New 15,703 $525K
Syverson Strege & Co 0.18% Reduce -0.1% 15,687 $525K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +0.6% 15,663 $524K
NTV Asset Management LLC 0.07% No change 15,583 $521K
JGP Wealth Management, LLC 0.07% Reduce -0.2% 15,494 $518K
Piscataqua Savings Bank 0.46% Reduce -6.1% 15,384 $515K
Venturi Wealth Management, LLC 0.03% Add +1045.7% 15,375 $514K
Principle Wealth Partners LLC 0.04% No change 15,329 $513K
Capital Investment Advisory Services, LLC 0.05% Reduce -15.1% 15,312 $512K
Manchester Capital Management LLC 0.06% Add +0.6% 15,299 $512K
Evercore Wealth Management, LLC 0.01% Reduce -1.8% 15,260 $510K
First Horizon Advisors, Inc. 0.02% Add +0.2% 15,252 $510K
Wolverine Trading, LLC 0.01% Add +21.4% 15,239 $510K
Malaga Cove Capital, LLC 0.21% Add +57.6% 15,221 $509K
Black Diamond Financial, LLC 0.10% Add +8.8% 15,219 $509K
Crescent Sterling, Ltd. 0.48% Reduce -1.3% 15,100 $505K
SlateStone Wealth, LLC 0.05% No change 15,108 $505K
Fragasso Financial Advisors Inc 0.04% Add +1.3% 15,091 $505K
Greylin Investment Management, Inc 0.09% No change 14,953 $500K
NCM Capital Management, LLC 0.26% No change 14,946 $500K
NBT Bank, N.A. 0.04% Reduce -1.0% 14,932 $499K
Magnolia Capital Management Ltd. 0.42% No change 14,895 $498K
Viawealth, LLC 0.31% No change 14,874 $498K
HBK Sorce Advisory LLC 0.02% Reduce -6.4% 14,865 $497K
Relyea Zuckerberg Hanson LLC 0.08% Add +2.7% 14,835 $496K
Ramirez Asset Management, Inc. 0.10% No change 14,827 $496K
FRG Family Wealth Advisors LLC 0.10% Reduce -4.9% 14,610 $495K
Meritas Wealth Management, LLC 0.35% No change 14,715 $492K
Astoria Portfolio Advisors LLC. 0.18% Add +6.5% 14,699 $492K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -6.6% 14,696 $492K
Platform Technology Partners 0.17% — 14,670 $491K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -3.0% 14,641 $490K
Trustmark Bank Trust Department 0.04% Add +11.2% 14,508 $485K
Davis R M Inc. 0.01% Reduce -7.6% 14,430 $483K
FC Advisory LLC 0.18% No change 14,400 $482K
Alpha Family Trust 0.28% No change 14,320 $479K
Belmont Capital, LLC 0.09% New 14,291 $478K
Koshinski Asset Management, Inc. 0.04% Reduce -26.0% 14,669 $476K
Global Retirement Partners, LLC 0.01% Add +13.6% 14,205 $475K
Cidel Asset Management Inc. 0.04% Add +2.7% 14,200 $475K
Silver Oak Advisory Group, Inc. 0.26% No change 14,169 $473K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +2.9% 14,104 $472K
Holderness Investments Co. 0.11% Reduce -0.2% 14,084 $471K
Marathon Capital Management 0.12% No change 14,048 $470K
Catalyst Financial Partners LLC 0.10% Add +4.9% 14,031 $469K
Sendero Wealth Management, LLC 0.08% No change 14,022 $469K
CTC Alternative Strategies, Ltd. 0.20% New 14,000 $468K
Becker Capital Management Inc. 0.02% No change 13,996 $468K
Harvey Investment Co. LLC 0.06% No change 13,986 $468K
GC Wealth Management RIA, LLC 0.09% Reduce -1.0% 13,990 $468K
Everett Harris & Co. 0.01% No change 13,877 $464K
Mountain Pacific Investment Advisers LLC 0.03% No change 13,800 $462K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 13,713 $459K
Alpha Omega Wealth Management LLC 0.09% No change 13,712 $459K
Ransom Advisory, Ltd 0.23% No change 13,700 $458K
Towne Trust Company, N.A 0.18% Add +79.9% 13,700 $458K
Moloney Securities Asset Management, LLC 0.07% No change 13,537 $453K
Resolution Capital Ltd 0.01% New 13,420 $449K
Pathway Financial Advisers, LLC 0.16% Reduce -1.9% 13,399 $448K
PDS Planning, Inc 0.05% Add +54.2% 13,351 $447K
Brandywine Oak Private Wealth LLC 0.05% Reduce -10.8% 13,342 $446K
Woodward Diversified Capital, LLC 0.26% Add +5.4% 13,265 $444K
Raleigh Capital Management Inc. 0.19% Reduce -14.8% 13,259 $444K
RFG Advisory, LLC 0.01% Reduce -33.4% 13,238 $443K
Prosperity Consulting Group, LLC 0.06% Reduce -14.1% 13,193 $441K
RCS Financial Planning, LLC 0.26% No change 13,184 $441K
Traphagen Investment Advisors LLC 0.05% Reduce -0.1% 13,113 $439K
Deseret Mutual Benefit Administrators 0.20% Add +6.6% 13,101 $438K
Northwest Investment Counselors, LLC 0.11% Reduce -20.8% 13,081 $438K
Latitude Advisors, LLC 0.27% Reduce -1.5% 13,046 $436K
IFG Advisory, LLC 0.03% Add +8.2% 13,042 $436K
Canal Capital Management, LLC 0.07% Reduce -8.5% 13,002 $435K
Stonegate Investment Group, LLC 0.01% Add +0.0% 12,965 $434K
Gables Capital Management Inc. 0.23% No change 12,950 $433K
Revolve Wealth Partners, LLC 0.07% Reduce -0.6% 12,780 $427K
Diversified, LLC 0.05% Add +4.4% 12,743 $426K
Capital Asset Advisory Services LLC 0.02% Add +7.9% 13,119 $426K
Sowell Financial Services LLC 0.02% Reduce -11.3% 12,748 $426K
Patton Albertson Miller Group, LLC 0.06% Add +5.8% 12,700 $425K
Edmonds Duncan Registered Investment Advisors, LLC 0.10% No change 12,600 $421K
Brass Tax Wealth Management, Inc. 0.08% Add +39.5% 12,556 $420K
Northwest Bancshares, Inc. 0.07% No change 12,551 $420K
Everpar Advisors LLC 0.21% Add +30.8% 12,489 $418K
Waldron Private Wealth LLC 0.02% Add +34.1% 12,478 $417K
Graypoint LLC 0.03% Add +7.6% 12,448 $416K
Shufro Rose & Co. LLC 0.03% No change 12,400 $415K
Evergreen Capital Management LLC 0.01% Add +1.0% 12,330 $412K
Brooklyn Investment Group 0.18% No change 11,199 $412K
Elgethun Capital Management 0.10% No change 12,310 $412K
Virtue Capital Management, LLC 0.07% Reduce -3.1% 12,151 $411K
Olde Wealth Management, LLC 0.16% No change 12,300 $411K
McLean Asset Management Corp 0.13% Reduce -4.8% 12,466 $410K
Cyndeo Wealth Partners, LLC 0.03% Add +24.5% 12,250 $410K
Successful Portfolios LLC 0.29% Reduce -4.3% 12,222 $409K
Mason & Associates, LLC 0.13% New 12,201 $408K
9258 Wealth Management, LLC 0.06% No change 12,184 $408K
FWG Holdings, LLC 0.20% Add +15.0% 12,107 $407K
Fagan Associates, Inc. 0.07% No change 12,131 $406K
Capstone Investment Advisors, LLC 0.02% Reduce -11.9% 12,087 $404K
Collective Family Office LLC 0.12% Reduce -2.8% 12,070 $404K
Laurion Capital Management LP 0.01% Reduce -97.5% 12,060 $403K
Sunpointe, LLC 0.26% Add +3.8% 12,039 $403K
Alpine Global Management, LLC 0.08% New 12,002 $401K
Kiley Juergens Wealth Management, LLC 0.11% Reduce -2.5% 11,944 $400K
Compass Financial Group, INC 0.09% Add +56.0% 11,930 $399K
Courier Capital LLC 0.03% No change 11,907 $398K
Barry Investment Advisors, LLC 0.13% Add +0.4% 11,874 $397K
Wallace Hart LLC 0.31% No change 11,847 $396K
Mayflower Financial Advisors, LLC 0.07% Add +1.2% 11,836 $396K
Founders Financial Alliance, LLC 0.12% Reduce -5.6% 11,833 $396K
Formidable Asset Management, LLC 0.06% Add +5.1% 11,809 $395K
Mutual Advisors, LLC 0.01% Add +4.0% 11,474 $395K
China Universal Asset Management Co., Ltd. 0.06% Add +33.0% 11,754 $393K
Compound Planning, Inc. 0.03% Add +2.5% 11,716 $392K
Lynch & Associates 0.09% Reduce -1.7% 11,673 $390K
Two Sigma Securities, LLC 0.02% New 11,601 $388K
Chicago Partners Investment Group LLC 0.01% Reduce -1.6% 11,072 $388K
Strategic Financial Services, Inc. 0.02% No change 11,591 $388K
Money Concepts Capital Corp. 0.03% Reduce -6.5% 11,550 $386K
Fairfield, Bush & Co. 0.23% Reduce -33.1% 11,540 $386K
TriaGen Wealth Management LLC 0.15% Add +2.7% 11,524 $385K
Wealth Alliance Advisory Group, LLC 0.09% No change 11,520 $385K
nVerses Capital, LLC 0.23% New 11,500 $385K
Avior Wealth Management, LLC 0.02% Reduce -9.4% 11,497 $385K
Key Client Fiduciary Advisors, LLC 0.19% No change 11,478 $384K
SOL Capital Management CO 0.05% No change 11,400 $381K
Westbourne Investment Advisors, Inc. 0.14% Reduce -1.2% 11,375 $380K
Elser Financial Planning, Inc 0.06% — 11,357 $380K
Kaydan Wealth Management, Inc. 0.13% No change 11,349 $380K
Marion Wealth Management 0.11% No change 11,340 $379K
Tufton Capital Management 0.07% No change 11,340 $379K
Acute Investment Advisory, LLC 0.22% No change 11,337 $379K
Souders Financial Advisors 0.06% Add +0.7% 11,332 $379K
Westmount Partners, LLC 0.13% Add +0.4% 11,279 $379K
Financial Advisors, LLC 0.08% No change 11,289 $378K
Capital Investment Counsel, Inc 0.06% No change 11,286 $378K
Benjamin Edwards Inc. 0.07% Add +2.5% 11,282 $377K
Sepio Capital, LP 0.03% Reduce -12.9% 11,262 $377K
Proficio Capital Partners LLC 0.04% Reduce -1.6% 11,260 $377K
IMS Capital Management 0.18% Add +11.4% 11,201 $376K
Hendley & Co. Inc. 0.14% Reduce -21.5% 11,235 $376K
Austin Private Wealth, LLC 0.04% Add +6.4% 11,224 $375K
Wallace Advisory Group, LLC 0.27% Add +62.1% 11,216 $375K
LWM Advisory Services, LLC 0.31% Reduce -1.8% 11,205 $375K
Nicolet Advisory Services, LLC 0.04% Add +0.5% 11,370 $374K
Mather Group, Llc. 0.00% Add +13.4% 10,048 $372K
First Nebraska Trust Co 0.04% No change 11,100 $371K
Armstrong Advisory Group, Inc. 0.03% Reduce -16.0% 11,096 $371K
Sage Private Wealth Group, LLC 0.31% Reduce -1.4% 11,073 $370K
Simon Quick Advisors, LLC 0.03% Add +3.8% 11,067 $370K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -6.0% 11,050 $370K
Terra Nova Asset Management LLC 0.29% Reduce -2.4% 11,031 $369K
Ameritas Advisory Services, LLC 0.01% Reduce -8.8% 11,029 $369K
180 Wealth Advisors, LLC 0.06% Add +0.2% 10,930 $369K
Allegheny Financial Group 0.11% Add +81.4% 11,019 $369K
Fullerton Fund Management Co Ltd. 0.02% New 10,984 $367K
Thompson Siegel & Walmsley LLC 0.01% No change 10,983 $367K
Cornerstone Wealth Management, LLC 0.03% Add +1.6% 10,966 $367K
Kinloch Capital, LLC 0.19% Add +2.4% 10,947 $366K
Caitlin John, LLC 0.27% Add +2133.1% 10,875 $364K
Clear Creek Financial Management, LLC 0.04% Add +0.2% 10,873 $364K
Lifeworks Advisors, LLC 0.10% Add +3.5% 10,870 $364K
CM Wealth Advisors LLC 0.17% No change 10,800 $361K
JNBA Financial Advisors 0.04% No change 10,786 $361K
Kitching Partners, LLC 0.65% New 10,726 $359K
EverSource Wealth Advisors, LLC 0.02% Reduce -2.0% 10,221 $359K
Smith & Howard Wealth Management, LLC 0.11% New 10,644 $356K
Peregrine Asset Advisers, Inc. 0.14% No change 10,639 $356K
Point Windward Advisors Inc. 0.15% Reduce -3.0% 10,608 $355K
GeoWealth Management, LLC 0.02% Add +25.2% 10,585 $354K
AIA Group Ltd 0.01% No change 10,573 $354K
Strategic Blueprint, LLC 0.02% Reduce -2.5% 10,567 $353K
Kozak & Associates, Inc. 0.09% Reduce -0.9% 10,532 $353K
Girard Partners LTD. 0.03% No change 10,534 $352K
Goelzer Investment Management, Inc. 0.02% No change 10,523 $352K
Sound Income Strategies, LLC 0.02% Reduce -0.5% 10,495 $351K
Bank of Hawaii 0.02% No change 10,410 $348K
Garner Asset Management Corp 0.13% Add +0.0% 10,401 $348K
Epoch Investment Partners, Inc. 0.00% Reduce -1.4% 10,400 $348K
Frisch Financial Group, Inc. 0.11% Reduce -8.1% 10,371 $347K
Montag A & Associates Inc. 0.02% Reduce -11.5% 10,350 $346K
Advisors Preferred, LLC 0.06% Reduce -2.5% 10,297 $346K
Ostrum Asset Management 0.03% Reduce -7.2% 10,339 $346K
Bangor Savings Bank 0.03% No change 10,291 $344K
CENTRAL TRUST Co 0.01% Add +2.5% 10,267 $343K
Johnson Financial Group, Inc. 0.02% Reduce -0.2% 10,266 $343K
Shorepoint Capital Partners LLC 0.08% No change 10,240 $343K
Northeast Financial Consultants Inc 0.02% No change 10,200 $341K
Gitterman Wealth Management, LLC 0.13% New 10,156 $340K
Pavion Blue Capital, LLC 0.17% No change 10,146 $339K
Relative Value Partners Group, LLC 0.04% New 10,088 $337K
Lake Street Private Wealth, LLC 0.04% Reduce -1.4% 10,088 $337K
Altfest L J & Co. Inc. 0.05% Reduce -6.5% 10,064 $337K
ORBA Wealth Advisors, L.L.C. 0.17% Add +7.2% 10,070 $337K
Modern Wealth Management, LLC 0.02% Reduce -1.2% 10,054 $336K
Connors Investor Services Inc. 0.03% Reduce -10.3% 10,035 $336K
Park Edge Advisors, LLC 0.10% No change 10,032 $336K
Glen Eagle Advisors, LLC 0.06% No change 9,998 $334K
Concord Wealth Partners 0.06% Reduce -2.9% 9,990 $334K
SeaCrest Wealth Management, LLC 0.04% Add +2.3% 9,990 $334K
Avestar Capital, LLC 0.04% Add +10.0% 9,970 $333K
West Branch Capital LLC 0.12% Add +0.3% 9,952 $333K
Baker Tilly Wealth Management, LLC 0.14% Reduce -26.3% 9,947 $333K
Tiemann Investment Advisors, LLC 0.15% Add +0.5% 9,935 $332K
Caldwell Trust Co 0.04% Reduce -2.9% 9,918 $332K
Midland Wealth Advisors, LLC 0.02% Reduce -7.0% 9,918 $332K
Estabrook Capital Management 0.05% No change 9,875 $330K
Curran Financial Partners, LLC 0.11% No change 9,840 $329K
Los Angeles Capital Management LLC 0.00% Reduce -3.4% 9,822 $329K
Bison Wealth, LLC 0.05% No change 8,858 $328K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +0.0% 9,785 $327K
Cooper Financial Group 0.05% New 9,719 $325K
Dakota Wealth Management 0.01% Add +1.0% 9,663 $323K
Prossimo Advisors, LLC 0.29% New 9,650 $323K
Armstrong, Fleming & Moore, Inc 0.21% Reduce -1.3% 9,630 $322K
Barlow Wealth Partners, LLC 0.04% No change 9,679 $321K
Guidance Capital, Inc. 0.10% No change 9,126 $320K
JFS Wealth Advisors, LLC 0.03% Reduce -3.2% 9,519 $318K
Sittner & Nelson, LLC 0.16% Add +0.1% 9,490 $317K
Forte Capital LLC 0.04% No change 9,480 $317K
RB Capital Management, LLC 0.08% Add +0.0% 9,347 $313K
Cullen/Frost Bankers, Inc. 0.00% Add +184.8% 9,337 $312K
Ironwood Investment Counsel, LLC 0.06% Add +0.0% 9,332 $312K
Wealth Group, Ltd. 0.22% Add +2.2% 9,340 $312K
MCF Advisors LLC 0.02% Add +1.8% 9,281 $310K
Berkshire Asset Management LLC 0.02% Add +24.1% 9,274 $310K
Hanson & Doremus Investment Management 0.05% No change 9,240 $309K
Advisors Asset Management, Inc. 0.01% Add +74.6% 9,225 $309K
Oxford Financial Group, LTD. LLC 0.02% Add +26.3% 9,170 $307K
YHB Investment Advisors, Inc. 0.03% No change 9,117 $305K
Evermay Wealth Management LLC 0.05% No change 9,102 $304K
Renaissance Investment Group LLC 0.07% No change 9,350 $304K
Burt Wealth Advisors 0.08% Reduce -36.7% 9,069 $303K
Capital Advisors Inc. 0.01% Add +1.8% 9,041 $302K
Ceeto Capital Group, LLC 0.12% Reduce -43.8% 9,000 $301K
IFG Advisors, LLC 0.07% No change 8,976 $300K
Smith Anglin Financial, LLC 0.03% Add +25.9% 8,951 $299K
Keel Point, LLC 0.03% Add +25.9% 8,999 $299K
Verdence Capital Advisors LLC 0.03% Reduce -0.7% 8,912 $298K
Level Four Advisory Services, LLC 0.01% Reduce -34.5% 8,909 $298K
Covenant Partners, LLC 0.09% No change 8,886 $297K
HHM Wealth Advisors, LLC 0.04% No change 8,826 $295K
New Century Financial Group, LLC 0.13% Add +44.3% 8,811 $295K
Logan Capital Management Inc. 0.01% Reduce -16.7% 8,788 $294K
Mattern Wealth Management LLC 0.07% No change 8,784 $294K
Angeles Wealth Management, LLC 0.03% Reduce -16.4% 8,736 $292K
Sentry Investment Management LLC 0.13% Reduce -17.0% 8,730 $292K
WNY Asset Management, LLC 0.04% Reduce -2.9% 8,718 $292K
Whittier Trust Co. of Nevada Inc. 0.01% Add +5.8% 8,688 $291K
Davis Capital Management 0.25% No change 8,637 $290K
Main Street Group, LTD 0.14% Add +0.1% 8,627 $290K
Wealth Effects LLC 0.10% No change 8,646 $289K
Advisors Capital Management, LLC 0.01% Reduce -24.7% 8,625 $289K
Scissortail Wealth Management, LLC 0.07% Reduce -0.6% 8,600 $288K
Allred Capital Management, LLC 0.11% Reduce -1.4% 8,580 $287K
Eagle Wealth Strategies LLC 0.23% Add +0.1% 8,549 $286K
Drive Wealth Management, LLC 0.08% Reduce -1.8% 8,543 $286K
Texas Yale Capital Corp. 0.01% No change 8,525 $285K
Valley National Advisers Inc. 0.04% Reduce -4.2% 8,557 $285K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.1% 8,504 $284K
Norris Perne & French LLP 0.02% No change 8,486 $284K
Gratus Wealth Advisors, LLC 0.05% Add +0.1% 8,180 $284K
Live Oak Private Wealth LLC 0.05% No change 8,470 $283K
Borer Denton & Associates, Inc. 0.10% No change 8,439 $282K
FSM Wealth Advisors, LLC 0.09% Reduce -0.1% 8,413 $281K
Mark Sheptoff Financial Planning, LLC 0.16% No change 8,400 $281K
Advisor OS, LLC 0.03% Reduce -4.7% 8,390 $281K
Legacy Financial Advisors, Inc. 0.05% Reduce -6.1% 8,384 $280K
TrueWealth Advisors, LLC 0.10% Reduce -10.3% 8,378 $280K
King Luther Capital Management Corp. 0.00% Reduce -15.3% 8,340 $279K
Gradient Investments LLC 0.01% Add +7.9% 8,325 $278K
CGC Financial Services, LLC 0.12% Add +0.4% 8,302 $278K
Cutter & CO Brokerage, Inc. 0.07% Reduce -4.7% 8,273 $277K
CIC Wealth, LLC 0.08% No change 8,265 $276K
Regent Peak Wealth Advisors LLC 0.06% Add +2.1% 8,263 $276K
LexAurum Advisors, LLC 0.07% Add +0.1% 8,237 $276K
Catalyst Funds Management Pty Ltd 0.07% Add +82.2% 8,200 $274K
Tyche Wealth Partners LLC 0.07% Add +0.0% 8,199 $274K
Verus Financial Partners, Inc. 0.03% No change 8,192 $274K
Oakworth Capital, Inc. 0.02% Reduce -50.1% 8,124 $272K
Kimelman & Baird, LLC 0.02% — 8,100 $271K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -56.8% 8,057 $270K
Centaurus Financial, Inc. 0.02% Add +0.3% 8,042 $269K
Baldwin Investment Management, LLC 0.04% Add +20.9% 7,973 $267K
Alhambra Investment Management LLC 0.15% Reduce -80.4% 7,950 $266K
Baron Silver Stevens Financial Advisors, LLC 0.05% No change 7,935 $265K
Exchange Bank 0.23% No change 7,933 $265K
New Capital Management LP 0.08% No change 7,884 $264K
Sage Mountain Advisors LLC 0.02% Add +14.5% 7,813 $261K
Broderick Brian C 0.05% No change 7,800 $261K
Freedom Investment Management, Inc. 0.02% Add +20.7% 7,795 $261K
BNC Wealth Management, LLC 0.10% Reduce -1.1% 7,771 $260K
HUB Investment Partners, LLC 0.01% Add +27.5% 7,755 $259K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.3% 7,745 $259K
Willner & Heller, LLC 0.25% Add +0.4% 7,712 $258K
Southland Equity Partners LLC 0.07% Add +0.0% 7,688 $257K
Carmichael Hill & Associates, Inc. 0.10% No change 7,662 $256K
Summit X, LLC 0.06% Add +11.6% 7,632 $256K
ZWJ Investment Counsel Inc. 0.01% Reduce -54.3% 7,638 $255K
LMG Wealth Partners, LLC 0.06% No change 7,613 $255K
CPC Advisors, LLC 0.04% Reduce -10.6% 7,613 $255K
SageView Advisory Group, LLC 0.02% Add +13.7% 7,609 $255K
Klingman & Associates, LLC 0.02% Add +2.8% 7,596 $254K
Capstone Financial Advisors, Inc. 0.02% No change 7,593 $254K
Auxier Asset Management LLC 0.04% No change 7,566 $253K
Court Place Advisors, LLC 0.08% No change 7,554 $253K
Cozad Asset Management Inc. 0.03% Add +0.6% 7,551 $253K
West Wealth Group, LLC 0.09% Add +2.5% 7,530 $252K
TrinityPoint Wealth, LLC 0.04% Add +0.5% 7,510 $251K
Pine Haven Investment Counsel, Inc 0.22% No change 7,500 $251K
Norway Savings Bank 0.14% No change 7,500 $251K
Meridian Wealth Advisors, LLC 0.04% No change 7,500 $251K
Farmers National Bank 0.08% No change 7,499 $251K
Legacy Financial Group, Inc. 0.09% Reduce -0.1% 7,496 $251K
Lion Street Advisors, LLC 0.09% New 7,491 $251K
L2 Asset Management, LLC 0.08% Reduce -27.5% 7,490 $251K
Signet Financial Management, LLC 0.03% Reduce -1.3% 7,488 $250K
Holistic Financial Partners 0.13% Add +5.7% 7,465 $250K
Obsidian Personal Planning Solutions LLC 0.15% Reduce -2.1% 7,461 $250K
Harbour Investments, Inc. 0.01% Add +1.4% 7,459 $249K
First Financial Bank - Trust Division 0.02% Reduce -22.5% 7,458 $249K
HCR Wealth Advisors 0.04% No change 7,446 $249K
Farther Finance Advisors, LLC 0.01% Add +51.9% 7,412 $249K
Thomasville National Bank 0.02% No change 7,443 $249K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% No change 7,409 $248K
Front Row Advisors LLC 0.09% Reduce -0.1% 7,403 $248K
Fort Sheridan Advisors LLC 0.04% Add +2.8% 7,400 $248K
KCM Investment Advisors LLC 0.01% No change 7,383 $247K
Bluespring Wealth Management, LLC 0.03% Add +1.5% 7,356 $246K
Ridgewood Investments LLC 0.12% Add +0.1% 7,337 $245K
IVC Wealth Advisors LLC 0.14% Reduce -2.5% 7,335 $245K
Claret Asset Management Corp 0.04% New 7,333 $245K
Hazlett, Burt & Watson, Inc. 0.13% No change 7,304 $243K
Belpointe Asset Management LLC 0.02% Reduce -10.2% 7,259 $243K
Northstar Advisory Group, LLC 0.14% Add +0.2% 7,246 $242K
Broadwater Capital Management LLC 0.19% No change 7,245 $242K
Royal Fund Management, LLC 0.03% Reduce -39.6% 7,226 $242K
State of Wyoming 0.04% Reduce -6.3% 7,221 $242K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.1% 7,218 $241K
Brown, Lisle/Cummings, Inc. 0.08% Reduce -10.3% 7,209 $241K
Smith, Moore & Co. 0.02% Add +0.2% 7,204 $241K
Rock Point Advisors, LLC 0.07% No change 7,200 $241K
L. Roy Papp & Associates, LLP 0.03% No change 7,200 $241K
Foster Dykema Cabot & Partners, LLC 0.02% No change 7,200 $241K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -23.4% 7,194 $241K
Fairhaven Wealth Management, LLC 0.08% No change 7,184 $240K
Blackston Financial Advisory Group, LLC 0.13% New 7,177 $240K
Salem Investment Counselors Inc. 0.01% Add +3.8% 7,154 $239K
Pinion Investment Advisors, LLC 0.12% New 7,115 $238K
Baltimore-Washington Financial Advisors, Inc. 0.01% No change 7,108 $238K
Mine & Arao Wealth Creation & Management, LLC. 0.12% Reduce -1.4% 7,090 $237K
Allstate Corp. 0.02% Reduce -16.8% 7,076 $237K
Cornerstone Wealth Group, LLC 0.02% Add +3.0% 7,073 $237K
Rosenberg Matthew Hamilton 0.07% No change 7,035 $236K
NFJ Investment Group, LLC 0.01% Reduce -13.6% 7,037 $235K
ArrowMark Colorado Holdings LLC 0.00% No change 7,020 $235K
Quadrant Private Wealth Management, LLC 0.05% Add +6.4% 7,017 $235K
Sherbrooke Park Advisers LLC 0.04% Reduce -81.3% 7,011 $235K
Barr E S & Co. 0.02% No change 7,000 $234K
Claro Advisors Inc. 0.04% Add +22.9% 6,990 $234K
Zions Bancorporation, N.A. 0.02% Add +4.8% 6,985 $234K
Patten & Patten Inc. 0.02% No change 6,961 $233K
Wilmington Savings Fund Society, FSB 0.01% Reduce -4.3% 6,921 $232K
Defender Capital, LLC. 0.08% No change 6,910 $231K
Summit Asset Management, LLC 0.03% Add +9.7% 6,909 $231K
Nomura Holdings Inc. 0.00% Reduce -65.7% 6,908 $231K
New Potomac Partners, LLC 0.13% No change 6,902 $231K
AlTi Global, Inc. 0.01% Add +5.2% 6,890 $230K
Madison Asset Management, LLC 0.00% Reduce -37.3% 6,888 $230K
Mirova 0.04% No change 6,853 $229K
Carderock Capital Management Inc. 0.06% No change 6,850 $229K
Morningstar Investment Services LLC 0.00% Add +13.2% 6,935 $229K
White Pine Capital LLC 0.09% Add +0.1% 6,808 $228K
World Investment Advisors 0.01% Add +5.9% 6,801 $228K
Castle Rock Wealth Management, LLC 0.06% New 6,744 $227K
Heritage Trust Co 0.03% No change 6,765 $226K
Kowal Investment Group, LLC 0.05% Reduce -2.8% 6,763 $226K
Rothschild Investment LLC 0.02% Add +1.4% 6,758 $226K
Lanark Financial, Inc. 0.02% Add +2.1% 6,763 $226K
Bill Few Associates, Inc. 0.09% Add +6.1% 6,751 $226K
Spreng Capital Management, Inc. 0.12% No change 6,750 $226K
Braun-Bostich & Associates Inc. 0.17% Reduce -3.0% 6,743 $226K
Financial Advocates Investment Management 0.01% Add +15.3% 6,734 $225K
Birch Hill Investment Advisors LLC 0.01% No change 6,700 $224K
Colonial Trust Advisors 0.02% Reduce -22.3% 6,699 $224K
Quantum Portfolio Management LLC 0.13% Reduce -16.7% 6,687 $224K
Middleton & Co. Inc. 0.03% No change 6,675 $223K
Atlas Brown,Inc. 0.08% Add +0.3% 6,641 $222K
Teza Capital Management LLC 0.03% Reduce -95.0% 6,626 $222K
Dark Forest Capital Management LP 0.04% New 6,620 $221K
Empower Advisory Group, LLC 0.00% Reduce -15.1% 6,620 $221K
Selective Wealth Management, Inc. 0.10% Reduce -11.7% 6,809 $221K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +299.7% 6,675 $221K
Oak Hill Wealth Advisors, LLC 0.07% — 6,575 $220K
Resolute Wealth Strategies, LLC 0.13% Add +0.2% 6,557 $219K
Moneywise, Inc. 0.12% No change 6,518 $218K
Aaron Wealth Advisors LLC 0.03% Add +9.4% 6,500 $217K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 6,134 $217K
Stanley-Laman Group, Ltd. 0.03% No change 6,458 $216K
Interchange Capital Partners, LLC 0.08% New 6,450 $216K
Trust Co. of Toledo NA 0.03% New 6,443 $216K
Calydon Capital 0.04% Add +4.3% 6,437 $215K
Red Wave Investments LLC 0.08% Reduce -0.9% 6,434 $215K
Fusion Capital, LLC 0.10% New 6,417 $215K
Romano Brothers and Company 0.03% Add +0.0% 6,413 $215K
Crawford Investment Counsel Inc. 0.00% Reduce -18.1% 6,350 $212K
Childress Capital Advisors, LLC 0.06% Reduce -0.3% 6,345 $212K
Lockerman Financial Group, Inc. 0.38% New 6,328 $212K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Add +3.7% 6,325 $212K
American Institute for Advanced Investment Management, LLP 0.16% No change 6,320 $211K
Pathway Financial Advisors LLC 0.06% No change 6,312 $211K
Beaton Management Co. Inc. 0.11% No change 6,315 $211K
McElhenny Sheffield Capital Management, LLC 0.07% No change 6,295 $211K
Continental Investors Services, Inc. 0.47% Add +0.4% 6,255 $209K
Old Second National Bank of Aurora 0.05% Reduce -3.1% 6,250 $209K
First Heartland Consultants, Inc. 0.02% No change 6,260 $209K
Alera Investment Advisors, LLC 0.03% New 6,245 $209K
Atlas Capital Advisors Inc. 0.03% No change 6,207 $208K
GPS Wealth Strategies Group, LLC 0.03% Reduce -7.2% 6,205 $208K
Nelson Capital Management, LLC 0.04% No change 6,200 $207K
J. W. Coons Advisors, LLC 0.04% Reduce -7.5% 6,190 $207K
Catalina Capital Group, LLC 0.08% Reduce -1.0% 6,184 $207K
Lakeridge Wealth Management LLC 0.12% Add +0.3% 6,175 $207K
Widmann Financial Services, Inc. 0.17% Reduce -2.8% 6,175 $207K
First Affirmative Financial Network 0.14% Add +8.7% 6,160 $206K
Kendall Capital Management 0.07% No change 6,144 $206K
Schneider Downs Wealth Management Advisors, LP 0.05% Reduce -3.2% 6,135 $205K
Berger Financial Group, Inc 0.02% Reduce -1.6% 6,112 $204K
Emerald Advisors, LLC 0.03% No change 6,082 $203K
Cromwell Holdings LLC 0.12% — 6,041 $202K
Patron Partners, LLC 0.12% Reduce -0.9% 6,013 $201K
Heartwood Wealth Advisors LLC 0.02% No change 6,005 $201K
Montgomery Investment Management Inc. 0.08% No change 6,000 $201K
Westover Capital Advisors, LLC 0.05% No change 6,000 $201K
Fractal Investments LLC 0.03% No change 6,000 $201K
Country Trust Bank 0.01% New 6,000 $201K
First Personal Financial Services 0.04% No change 5,952 $199K
LRI Investments, LLC 0.02% No change 5,931 $198K
Atlantic Edge Private Wealth Management, LLC 0.07% Reduce -15.0% 5,875 $197K
Alta Advisers Ltd 0.09% No change 5,800 $194K
Quantbot Technologies LP 0.01% Reduce -89.1% 5,657 $189K
Quent Capital, LLC 0.02% Add +0.1% 5,586 $187K
CVA Family Office, LLC 0.03% Reduce -10.3% 5,481 $183K
Paladin Advisory Group, LLC 0.14% No change 5,387 $181K
Richardson Financial Services Inc. 0.12% Add +15.1% 5,160 $173K
Larson Financial Group LLC 0.01% Reduce -5.5% 4,957 $166K
Strategic Investment Solutions, Inc. 0.05% — 4,379 $165K
Salomon & Ludwin, LLC 0.02% Reduce -5.5% 4,875 $163K
Family Firm, Inc. 0.04% New 4,803 $161K
Elevation Wealth Partners, LLC 0.07% No change 4,734 $158K
Cassady Schiller Wealth Management, LLC 0.06% No change 4,647 $155K
Leonteq Securities AG 0.02% Add +141.0% 4,620 $155K
Perritt Capital Management Inc 0.08% No change 4,514 $151K
Slocum, Gordon & Co LLP 0.11% No change 4,500 $151K
Bray Capital Advisors 0.04% No change 4,455 $149K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -29.9% 4,453 $149K
Ritter Daniher Financial Advisory LLC / DE 0.05% No change 4,350 $146K
Perkins Coie Trust Co 0.03% No change 4,148 $139K
Chelsea Counsel Co. 0.07% No change 4,100 $137K
DT Investment Partners, LLC 0.01% No change 4,050 $135K
Custom Portfolio Group LLC 0.11% No change 4,035 $135K
Empirical Asset Management, LLC 0.05% New 38,280 $130K
Union Savings Bank 0.07% No change 3,800 $127K
Core Alternative Capital 0.02% No change 3,702 $124K
Bruce G. Allen Investments, LLC 0.10% Reduce -0.7% 3,692 $123K
TD Capital Management LLC 0.01% No change 3,645 $122K
Ashton Thomas Private Wealth, LLC 0.01% New 3,578 $120K
ORG Partners LLC 0.01% Add +287.4% 3,487 $117K
McIlrath & Eck, LLC 0.02% Add +0.0% 3,270 $109K
Financial Management Professionals, Inc. 0.01% Reduce -8.5% 3,267 $109K
Hexagon Capital Partners LLC 0.02% Reduce -12.3% 3,166 $106K
Trifecta Capital Advisors, LLC 0.02% No change 3,117 $104K
Plante Moran Financial Advisors, LLC 0.01% Reduce -2.1% 3,063 $102K
Mb, Levis & Associates, LLC 0.05% No change 3,034 $102K
Fortis Group Advisors, LLC 0.02% No change 3,015 $101K
Accent Capital Management, LLC 0.06% New 3,000 $100K
NewSquare Capital LLC 0.01% No change 3,000 $100K
Dunhill Financial, LLC 0.06% Add +1.7% 2,955 $99K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.9% 2,927 $98K
CNB Bank 0.04% Add +10.3% 2,794 $93K
Laffer Tengler Investments, Inc. 0.02% Reduce -2.6% 2,772 $93K
MV Capital Management, Inc. 0.01% Add +2.4% 2,761 $92K
Washington Trust Advisors, Inc. 0.01% No change 2,760 $92K
Covestor Ltd 0.06% Add +25.7% 2,750 $92K
Gen-Wealth Partners Inc 0.04% No change 2,733 $91K
Clearstead Trust, LLC 0.02% Add +0.4% 2,713 $91K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 2,700 $90K
Proffitt & Goodson Inc. 0.02% New 2,641 $88K
Register Financial Advisors LLC 0.04% No change 2,605 $87K
DHJJ Financial Advisors, Ltd. 0.04% No change 2,541 $85K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.8% 2,443 $82K
Mondrian Investment Partners LTD 0.00% Add +10.3% 2,312 $81K
Key Financial Inc 0.02% No change 2,343 $78K
Coppell Advisory Solutions LLC 0.01% — 2,343 $78K
Riverview Trust Co 0.07% No change 2,329 $78K
Oliver Lagore Vanvalin Investment Group 0.02% Add +0.0% 2,316 $77K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 2,244 $75K
Silvant Capital Management LLC 0.00% No change 2,199 $74K
Gleason Group, Inc. 0.01% Add +0.4% 2,178 $73K
WFA Asset Management Corp 0.04% Add +0.3% 2,112 $71K
Exchange Traded Concepts, LLC 0.00% Add +41.8% 2,109 $71K
Provenance Wealth Advisors, LLC 0.01% No change 2,096 $70K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 2,080 $70K
Arcadia Investment Management Corp. 0.01% No change 2,064 $69K
Financial Perspectives, Inc 0.03% Add +0.2% 2,047 $68K
Arax Advisory Partners 0.01% Add +92.9% 2,031 $68K
Financial Network Wealth Advisors LLC 0.05% New 1,957 $65K
Kelly Lawrence W & Associates Inc. 0.02% No change 1,950 $65K
Riggs Asset Managment Co. Inc. 0.02% No change 1,935 $65K
Planning Capital Management Corp 0.05% Add +0.3% 1,921 $64K
Catalyst Capital Advisors LLC 0.00% Add +2.5% 1,916 $64K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -0.8% 1,847 $62K
CarsonAllaria Wealth Management, Ltd. 0.04% Reduce -14.0% 1,831 $61K
Operose Advisors LLC 0.02% Add +67.2% 1,816 $61K
Baldwin Wealth Partners LLC 0.00% Add +3.7% 1,805 $60K
Acima Private Wealth, LLC 0.02% No change 1,800 $60K
Monetary Management Group Inc. 0.02% Add +350.0% 1,800 $60K
Nemes Rush Group LLC 0.01% No change 1,713 $57K
Frazier Financial Advisors, LLC 0.04% Reduce -1.6% 1,640 $55K
Princeton Global Asset Management LLC 0.01% No change 1,600 $54K
GW&K Investment Management, LLC 0.00% Add +5.6% 1,559 $52K
Orion Capital Management LLC 0.03% No change 1,527 $51K
Webster Bank, N. A. 0.01% Reduce -8.4% 1,500 $50K
Centerpoint Advisors, LLC 0.02% No change 1,500 $50K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -2.2% 1,483 $50K
West Paces Advisors Inc. 0.01% No change 1,470 $49K
Versant Capital Management, Inc 0.01% Reduce -4.5% 1,458 $49K
Godsey & Gibb, Inc. 0.00% No change 1,381 $46K
PEAK6 Investments LLC 0.00% New 1,377 $46K
Rise Advisors, LLC 0.02% Add +0.4% 1,366 $46K
Great Lakes Retirement, Inc. 0.01% New 1,336 $45K
Strategic Financial Concepts, LLC 0.03% New 97,752 $44K
ICA Group Wealth Management, LLC 0.03% Reduce -94.7% 1,309 $44K
Crewe Advisors LLC 0.00% Add +876.7% 1,299 $43K
Private Wealth Management Group, LLC 0.02% No change 1,240 $41K
Annapolis Financial Services, LLC 0.01% No change 1,233 $41K
Peoples Bank 0.03% No change 1,200 $40K
Meeder Asset Management Inc. 0.00% Reduce -95.8% 1,176 $39K
Rational Advisors, Inc. 0.00% Reduce -5.8% 1,162 $39K
Voisard Asset Management Group, Inc. 0.02% Add +0.4% 1,123 $38K
NFSG Corp 0.01% Reduce -6.9% 1,113 $37K
American National Bank & Trust 0.00% No change 1,101 $37K
Janiczek Wealth Management, LLC 0.01% No change 1,072 $36K
Kiely Wealth Advisory Group, Inc. 0.02% No change 1,050 $36K
Valued Wealth Advisors LLC 0.02% Add +13.8% 1,067 $36K
Cape Investment Advisory, Inc. 0.02% No change 1,050 $35K
TFC Financial Management, Inc. 0.01% Add +72.4% 1,048 $35K
Avion Wealth 0.01% Add +3.3% 1,076 $35K
Barrett & Company, Inc. 0.02% Add +0.2% 1,046 $35K
Clean Yield Group 0.01% Reduce -8.9% 1,029 $34K
Tortoise Investment Management, LLC 0.00% No change 1,005 $34K
Park Place Capital Corp 0.01% Reduce -30.7% 1,002 $34K
Burkett Financial Services, LLC 0.02% Add +0.3% 992 $33K
Fairscale Capital, LLC 0.03% — 900 $32K
Jamison Private Wealth Management, Inc. 0.01% Reduce -2.7% 937 $31K
Bellevue Asset Management, LLC 0.02% No change 900 $30K
Cornerstone Planning Group LLC 0.01% Reduce -5.3% 900 $30K
Carolinas Wealth Consulting LLC 0.01% Add +0.9% 885 $30K
WFA of San Diego, LLC 0.03% — 846 $28K
Prestige Wealth Management Group LLC 0.01% Reduce -91.2% 846 $28K
Thompson Investment Management, Inc. 0.00% No change 825 $28K
Caldwell Sutter Capital, Inc. 0.01% No change 821 $27K
Mfa Wealth Advisors, LLC 0.01% New 816 $27K
Private Ocean, LLC 0.00% No change 812 $27K
Coston, McIsaac & Partners 0.01% Add +0.1% 823 $27K
Painted Porch Advisors LLC 0.01% New 781 $26K
Fortitude Family Office, LLC 0.01% No change 774 $26K
Itau Unibanco Holding S.A. 0.00% New 772 $26K
Pacific Center for Financial Services 0.01% No change 720 $24K
Beacon Capital Management, LLC 0.00% Add +31.2% 706 $24K
Center for Financial Planning, Inc. 0.00% Reduce -39.7% 700 $23K
Glass Jacobson Investment Advisors llc 0.01% Add +0.1% 689 $23K
Mascoma Wealth Management LLC 0.01% No change 681 $23K
Silicon Valley Capital Partners 0.00% Add +0.3% 671 $22K
Legend Financial Advisors, Inc. 0.02% New 660 $22K
Quarry LP 0.01% Reduce -75.8% 648 $22K
Wiser Advisor Group LLC 0.03% Add +0.5% 648 $22K
FinTrust Capital Advisors, LLC 0.00% Reduce -61.5% 645 $22K
Ameliora Wealth Management Ltd. 0.01% No change 627 $21K
Peoples Financial Services Corp. 0.01% No change 600 $20K
Pin Oak Investment Advisors Inc. 0.02% No change 600 $20K
AlphaMark Advisors, LLC 0.01% No change 600 $20K
Trust Co 0.00% Reduce -63.9% 588 $20K
Opal Wealth Advisors, LLC 0.01% New 587 $20K
Plato Investment Management Ltd 0.00% Reduce -5.9% 570 $19K
Sachetta, LLC 0.01% Add +58.8% 516 $18K
Highline Wealth Partners LLC 0.01% Add +3.7% 499 $17K
Raffa Wealth Management, LLC 0.00% No change 488 $16K
REAP Financial Group, LLC 0.00% Add +3.6% 461 $15K
Bell Investment Advisors, Inc 0.00% Reduce -0.2% 461 $15K
PSI Advisors, LLC 0.00% Add +21.2% 451 $15K
Nordwand Advisors, LLC 0.01% No change 450 $15K
Hollencrest Capital Management 0.00% No change 447 $15K
Game Plan Financial Advisors, LLC 0.01% Add +0.2% 446 $15K
Eagle Bay Advisors LLC 0.01% Add +4.1% 430 $14K
Signature Resources Capital Management, LLC 0.01% No change 411 $14K
Central Bank & Trust Co. 0.00% Reduce -81.9% 401 $13K
AllSquare Wealth Management LLC 0.01% Reduce -79.9% 400 $13K
Lowe Wealth Advisors, LLC 0.01% No change 396 $13K
Chesapeake Asset Management LLC 0.01% Add +0.3% 388 $13K
LGT Financial Advisors LLC 0.03% New 386 $13K
TruNorth Capital Management, LLC 0.00% New 384 $13K
Ruedi Wealth Management, Inc. 0.00% Add +229.7% 366 $12K
Horizon Bancorp Inc. 0.01% No change 363 $12K
Creekmur Asset Management LLC 0.00% Reduce -36.6% 356 $12K
Gilliland Jeter Wealth Management LLC 0.00% No change 345 $12K
Abound Wealth Management 0.00% No change 344 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +4.3% 340 $11K
Creative Capital Management Investments LLC 0.01% No change 340 $11K
Financial Avengers, Inc. 0.01% Add +0.6% 339 $11K
Transcendent Capital Group LLC 0.01% No change 325 $11K
Syntax Research, Inc. 0.01% No change 324 $11K
Motco 0.00% No change 321 $11K
IFS Advisors, LLC 0.01% No change 315 $11K
HighMark Wealth Management LLC 0.01% Add +13.8% 305 $10K
Delos Wealth Advisors, LLC 0.01% No change 300 $10K
Partnership Wealth Management, LLC 0.01% No change 300 $10K
Tsfg, LLC 0.00% Add +0.3% 290 $10K
POM Investment Strategies, LLC 0.01% New 288 $10K
Tidemark, LLC 0.00% No change 282 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +55.6% 280 $9K
Hobbs Group Advisors, LLC 0.00% — 270 $9K
Valley Wealth Managers, Inc. 0.00% New 270 $9K
Summit Securities Group LLC 0.00% New 259 $9K
Pineridge Advisors LLC 0.00% Reduce -31.1% 263 $9K
Arrow Financial Corp 0.00% No change 252 $8K
Addison Advisors LLC 0.00% Reduce -34.0% 233 $8K
Lummis Asset Management, LP 0.01% No change 229 $8K
Beach Investment Counsel Inc. 0.00% New 210 $7K
Aspect Partners, LLC 0.00% No change 201 $7K
TCTC Holdings, LLC 0.00% No change 200 $7K
Semmax Financial Advisors Inc. 0.00% New 200 $7K
First Financial Corp. 0.00% No change 198 $7K
Abich Financial Wealth Management LLC 0.00% Add +74.8% 180 $6K
Capital Analysts, LLC 0.00% New 181 $6K
SJS Investment Consulting Inc. 0.00% No change 177 $6K
WR Wealth Planners, LLC 0.00% Reduce -71.7% 170 $6K
Red Tortoise LLC 0.00% No change 169 $6K
Lynx Investment Advisory 0.00% — 168 $6K
Wolff Wiese Magana LLC 0.00% No change 153 $5K
ZynergyRetirementPlanningLLC 0.00% — 150 $5K
Balefire, LLC 0.00% New 150 $5K
Penserra Capital Management LLC 0.00% No change 162 $5K
Cedar Wealth Management, LLC 0.00% No change 144 $5K
Richard W. Paul & Associates, LLC 0.00% Reduce -41.5% 128 $4K
EntryPoint Capital, LLC 0.00% New 124 $4K
Investment Research & Advisory Group, Inc. 0.00% New 124 $4K
Fairway Wealth LLC 0.00% New 120 $4K
Byrne Asset Management LLC 0.00% No change 108 $4K
Global Trust Asset Management, LLC 0.00% No change 100 $3K
Toth Financial Advisory Corp. 0.00% New 100 $3K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 111 $3K
Unique Wealth Strategies, LLC 0.00% New 75 $3K
True Wealth Design, LLC 0.00% Add +34.5% 74 $2K
Financial Connections Group, Inc. 0.00% No change 70 $2K
Pingora Partners LLC 0.00% No change 55 $2K
Triad Wealth Partners, LLC 0.00% New 45 $2K
Global Financial Private Client, LLC 0.00% No change 42 $1K
Hilltop National Bank 0.00% Reduce -14.9% 40 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 37 $1K
Chilton Capital Management LLC 0.00% New 34 $1K
Strengthening Families & Communities, LLC 0.00% New 42 $1K
Nvwm, LLC 0.00% Add +4.2% 25 $836
Bogart Wealth, LLC 0.00% No change 25 $828
ClariVest Asset Management LLC 0.00% No change 22 $727
Horizon Financial Services, LLC 0.00% No change 20 $669
McClarren Financial Advisors, Inc. 0.00% Reduce -98.8% 120 $339
New Millennium Group LLC 0.00% New 6 $215
RFP Financial Group LLC 0.00% Reduce -92.5% 4 $134
E Fund Management (Hong Kong) Co., Ltd. 0.00% Reduce -99.3% 13 $0

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