CSXCSX

13F holders, Q3 2024 (September 30)
1,670holders +10
95new positions
88sold out
12famous investors
$34.52avg. 13F price*

At the end of Q3 2024, 1,670 institutions reported holding CSX Corp. (CSX) in their 13F filings, up 10 from Q2 2024. 95 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($6.0B), BlackRock, Inc. ($5.2B) and JPMorgan Chase & Co. ($3.2B). 12 famous investors held it, including Andreas Halvorsen (1.2% of Viking Global Investors's portfolio), George Soros (0.9% of Soros Fund Management's portfolio) and Ken Fisher (0.3% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions95$169.1M
Exits88$272.2M

All 13F filers, Q2 2024 → Q3 2024: 77,605,924 shares bought and 85,785,671 shares sold, net −8,179,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,670 holders

Vanguard Group Inc. 0.11% Add +0.1% 175,164,274 $6.0B
BlackRock, Inc. 0.11% — 149,164,094 $5.2B
JPMorgan Chase & Co. 0.25% Add +10.2% 91,913,633 $3.2B
State Street Corp. 0.12% Add +0.6% 82,250,713 $2.8B
T. Rowe Price Associates Inc. 0.23% Reduce -15.9% 58,118,604 $2.0B
Geode Capital Management, LLC 0.11% Add +0.5% 40,906,826 $1.4B
Capital International Investors 0.23% Add +0.1% 34,708,592 $1.2B
Bank of America Corp. 0.10% Reduce -2.1% 32,495,042 $1.1B
Morgan Stanley 0.06% Reduce -0.8% 25,171,403 $869.2M
Fisher Asset Management 0.35% Add +3.6% 24,656,931 $851.4M
Invesco Ltd. 0.15% Add +4.8% 22,125,865 $764.0M
Norges Bank 0.10% Reduce -3.9% 21,609,544 $746.2M
Lazard Asset Management LLC 1.01% Reduce -2.3% 20,416,873 $705.0M
Legal & General Group Plc 0.17% Reduce -2.4% 18,713,928 $646.2M
Northern Trust Corp. 0.10% Reduce -4.2% 18,546,860 $640.4M
Soroban Capital Partners LP 8.13% Reduce -7.7% 17,002,851 $587.1M
Bank of New York Mellon Corp 0.11% Reduce -3.0% 16,619,771 $573.9M
Dimensional Fund Advisors LP 0.13% Add +26.1% 15,670,592 $541.1M
FMR LLC 0.03% Add +10.2% 15,612,862 $539.1M
Alliancebernstein L.P. 0.18% Add +29.1% 15,168,215 $523.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +6.1% 12,745,972 $440.1M
Neuberger Berman Group LLC 0.34% Reduce -30.1% 12,552,517 $433.4M
Charles Schwab Investment Management Inc. 0.08% Add +0.5% 11,592,143 $400.3M
Ameriprise Financial Inc. 0.10% Reduce -2.2% 10,992,980 $379.6M
Amundi 0.14% Add +17.4% 11,058,336 $374.5M
Nuveen Asset Management, LLC 0.11% Reduce -1.6% 10,811,950 $373.8M
Royal Bank of Canada 0.07% Reduce -6.0% 9,588,529 $331.1M
Viking Global Investors 1.18% Add +97.3% 9,351,747 $322.9M
Arrowstreet Capital, Limited Partnership 0.27% Add +146.0% 9,221,312 $318.4M
UBS Group AG 0.09% Add +4.1% 8,994,921 $310.6M
Capital Research Global Investors 0.06% Add +0.0% 8,817,082 $304.5M
Goldman Sachs Group Inc. 0.05% Reduce -29.4% 8,313,239 $287.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.60% Add +1.6% 7,619,279 $263.1M
Deutsche Bank AG 0.11% Reduce -7.5% 7,613,781 $262.9M
First Trust Advisors LP 0.25% Reduce -2.0% 7,455,194 $257.4M
PNC Financial Services Group, Inc. 0.14% Add +2.3% 6,521,214 $225.2M
Capital World Investors 0.03% Reduce -26.4% 6,493,505 $224.2M
Cohen & Steers, Inc. 0.38% Add +2859.0% 6,155,449 $212.5M
Barclays PLC 0.09% Reduce -2.1% 6,021,861 $207.9M
HSBC Holdings PLC 0.13% Reduce -5.9% 5,964,066 $205.8M
Swiss National Bank 0.13% Reduce -0.0% 5,799,100 $200.2M
Magellan Asset Management Ltd 1.98% Add +18.8% 5,765,462 $199.1M
Maj Invest Holding A/S 5.04% Reduce -11.2% 5,499,064 $189.9M
Manning & Napier Advisors LLC 1.91% Add +44.7% 5,035,575 $173.9M
Schroder Investment Management Group 0.18% Add +6.1% 4,974,871 $171.8M
BNP Paribas Financial Markets 0.17% Add +45.4% 4,963,451 $171.4M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +1.6% 4,859,424 $167.8M
National Pension Service 0.16% Add +13.9% 4,763,318 $164.5M
Qube Research & Technologies Ltd 0.28% Add +10.4% 4,484,643 $154.9M
Wells Fargo & Company 0.04% Add +0.2% 4,384,287 $151.4M
American Century Companies Inc. 0.09% Add +151.8% 4,322,203 $149.2M
Prudential Financial Inc. 0.21% Add +42.4% 4,223,492 $145.8M
Marshall Wace, LLP 0.19% Add +65.6% 4,122,915 $142.4M
Brandywine Global Investment Management, LLC 0.96% Add +3.4% 4,025,915 $142.1M
Voloridge Investment Management, LLC 0.50% Reduce -2.1% 3,988,369 $137.7M
M&G PLC 0.80% Add +1.8% 3,677,324 $128.7M
Citigroup Inc. 0.12% Add +10.0% 3,687,946 $127.3M
CBRE Investment Management Listed Real Assets LLC 1.99% Add +35.5% 3,598,480 $124.3M
Rhumbline Advisers 0.11% Reduce -3.6% 3,567,037 $123.2M
Bank of Montreal 0.06% Reduce -48.3% 3,489,870 $120.5M
ClearBridge Investments Ltd 2.96% Reduce -2.1% 3,423,116 $118.2M
California Public Employees Retirement System 0.08% Reduce -0.5% 3,405,321 $117.6M
Thrivent Financial for Lutherans 0.22% Add +0.7% 3,374,499 $116.5M
Assenagon Asset Management S.A. 0.23% Add +318.5% 3,270,966 $112.9M
California State Teachers Retirement System 0.13% Reduce -0.8% 3,143,356 $108.5M
Canada Pension Plan Investment Board 0.10% Add +2.5% 3,120,990 $107.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +6.0% 2,922,448 $100.9M
Point72 Asset Management 0.34% Reduce -51.3% 2,793,090 $96.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.60% Add +74.7% 2,768,935 $95.6M
Macquarie Group Ltd. 0.10% Add +37.9% 2,736,759 $94.5M
Massachusetts Financial Services Co. 0.03% Reduce -3.3% 2,718,243 $93.9M
Manufacturers Life Insurance Company, The 0.08% Add +4.3% 2,679,505 $92.5M
Envestnet Asset Management Inc. 0.03% Add +2.5% 2,668,857 $92.2M
Great Lakes Advisors, LLC 0.76% Add +0.4% 2,637,585 $91.1M
Two Sigma Investments, LP 0.21% Add +63.3% 2,621,809 $90.5M
New York State Common Retirement Fund 0.12% Reduce -7.4% 2,505,985 $86.5M
Bristol Gate Capital Partners Inc. 3.94% Add +0.2% 2,492,575 $86.1M
Earnest Partners LLC 0.37% Add +7.4% 2,477,337 $85.5M
Millennium Management 0.08% Reduce -63.3% 2,453,551 $84.7M
Principal Financial Group Inc. 0.04% Add +3.4% 2,348,543 $81.1M
Primecap Management Co. 0.06% No change 2,330,400 $80.5M
TD Asset Management Inc 0.07% Reduce -0.1% 2,293,703 $79.2M
Allianz Asset Management GmbH 0.12% Add +43.9% 2,274,974 $78.6M
Russell Investments Group, Ltd. 0.11% Add +8.3% 2,265,266 $78.2M
Homestead Advisers Corp 1.84% Reduce -0.1% 2,240,633 $77.4M
State Board of Administration of Florida Retirement System 0.14% Reduce -4.4% 2,181,151 $75.3M
ProShare Advisors LLC 0.18% Add +5.8% 2,101,060 $72.5M
Victory Capital Management Inc. 0.07% Add +13.8% 1,957,688 $67.6M
Adage Capital Partners Gp, L.L.C. 0.11% Reduce -75.9% 1,844,640 $63.7M
CI Investments Inc. 0.24% Reduce -5.0% 1,837,368 $63.4M
ING Groep NV 0.37% Add +25.2% 1,834,738 $63.4M
Clark Capital Management Group, Inc. 0.43% Add +1.4% 1,812,885 $62.6M
Raymond James & Associates 0.04% Add +0.2% 1,799,424 $62.1M
Calamos Advisors LLC 0.43% Reduce -3.5% 1,786,961 $61.7M
Nordea Investment Management AB 0.07% Add +23.9% 1,772,151 $61.5M
Zacks Investment Management 0.53% Add +3.6% 1,767,859 $61.0M
Capital Fund Management S.A. 0.67% Add +15.2% 1,751,995 $60.5M
DekaBank Deutsche Girozentrale 0.11% Reduce -1.8% 1,742,129 $59.8M
CANADA LIFE ASSURANCE Co 0.10% Add +11.4% 1,672,354 $57.8M
Cibc World Market Inc. 0.12% Add +2.4% 1,589,215 $54.9M
LPL Financial LLC 0.02% Add +3.5% 1,587,497 $54.8M
National Bank of Canada 0.07% Add +79.7% 1,585,841 $54.8M
New York State Teachers Retirement System 0.11% Reduce -6.6% 1,572,491 $54.3M
State of Wisconsin Investment Board 0.14% Add +2.9% 1,558,065 $53.8M
Voya Investment Management LLC 0.06% Add +47.1% 1,514,753 $52.3M
Korea Investment CORP 0.12% Reduce -1.3% 1,514,520 $52.3M
Chilton Investment Co. Inc. 1.30% Reduce -18.7% 1,436,244 $49.6M
FIL Ltd 0.04% Reduce -6.1% 1,429,464 $49.4M
Franklin Resources Inc. 0.01% Add +9.2% 1,350,289 $47.7M
Truist Financial Corp. 0.07% Reduce -0.4% 1,357,325 $46.9M
Northwestern Mutual Wealth Management Co. 0.04% Add +5.5% 1,348,905 $46.6M
Citadel Advisors 0.05% Add +384.7% 1,306,286 $45.1M
D. E. Shaw & Co. 0.06% Add +132.3% 1,283,455 $44.3M
Brookfield Corp 0.25% Add +104.9% 1,264,790 $43.7M
Bank of Nova Scotia 0.09% Add +46.2% 1,218,457 $42.1M
Partners Group Holding AG 2.71% Add +67.5% 1,218,143 $42.1M
Capital Group Private Client Services, Inc. 0.39% Reduce -3.6% 1,195,009 $41.3M
Teacher Retirement System of Texas 0.19% Add +31.9% 1,181,972 $40.8M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +0.0% 1,180,037 $40.7M
Focus Partners Wealth 0.13% Reduce -45.1% 1,176,319 $40.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +7.3% 1,107,207 $38.2M
UniSuper Management Pty Ltd 0.29% Add +1.0% 1,101,780 $38.0M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -2.5% 1,094,325 $37.8M
Sei Investments Co. 0.05% Add +121.7% 1,078,077 $37.2M
Royal London Asset Management Ltd. 0.09% Add +0.3% 1,072,358 $37.0M
Toronto Dominion Bank 0.06% Add +64.9% 1,051,028 $36.3M
Pictet Asset Management Holding SA 0.04% Reduce -1.1% 1,048,279 $36.2M
Nisa Investment Advisors, LLC 0.21% Add +1.8% 1,041,070 $35.9M
Corvex Management LP 1.47% No change 1,037,268 $35.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Add +1.2% 1,037,074 $35.8M
Handelsbanken Fonder AB 0.14% Add +4.0% 1,015,840 $35.1M
US Bancorp \de 0.04% Reduce -4.1% 980,559 $33.9M
Man Group plc 0.10% Add +30.7% 967,209 $33.4M
Compagnie Lombard Odier SCmA 0.51% Reduce -17.3% 955,671 $33.0M
Aberdeen Group plc 0.06% Reduce -3.5% 953,020 $32.9M
Van Eck Associates Corp. 0.04% Add +35.9% 956,778 $32.1M
Soros Fund Management 0.90% Add +9.9% 928,118 $32.0M
Danske Bank A/S 0.11% Add +0.2% 923,945 $31.9M
Svenska Handelsbanken AB (publ) 15.64% New 898,297 $31.0M
Stifel Financial Corp. 0.03% Add +1.9% 891,002 $30.8M
Public Employees Retirement System of Ohio 0.13% Reduce -0.9% 880,321 $30.4M
Commonwealth Equity Services, LLC 0.05% Add +3.0% 875,550 $30.2M
Wealth Enhancement Advisory Services, LLC 0.06% Add +0.2% 867,037 $29.9M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Reduce -53.5% 862,551 $29.8M
DNB Asset Management AS 0.13% Add +1.6% 860,802 $29.7M
Aviva PLC 0.08% Add +2.1% 857,344 $29.6M
Treasurer of the State of North Carolina 0.12% Add +0.4% 854,141 $29.5M
Gateway Investment Advisers LLC 0.32% Reduce -0.0% 844,429 $29.2M
State of Tennessee, Department of Treasury 0.10% Add +10.2% 839,601 $29.0M
Corient Private Wealth LP 0.04% Add +34.5% 822,466 $28.4M
HighTower Advisors, LLC 0.04% Add +1.3% 819,304 $28.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +3.4% 801,352 $27.7M
RDST Capital LLC 6.07% Add +312.7% 778,870 $26.9M
ExodusPoint Capital Management, LP 0.27% Reduce -42.4% 759,664 $26.2M
Glenview Trust Co 0.49% Add +9.3% 743,784 $25.7M
Asset Management One Co., Ltd. 0.09% Reduce -5.6% 729,817 $25.2M
State of New Jersey Common Pension Fund D 0.10% No change 708,357 $24.5M
STRS Ohio 0.09% Reduce -0.1% 700,214 $24.2M
Janney Montgomery Scott LLC 0.07% Add +0.4% 696,804 $24.1M
Corebridge Financial, Inc. 0.12% Reduce -3.3% 672,762 $23.2M
Natixis Advisors, LLC 0.04% Add +15.9% 659,958 $22.8M
Glenmede Trust Co. NA 0.11% Add +0.2% 659,880 $22.8M
AXA S.A. 0.07% Reduce -1.7% 656,397 $22.7M
Nomura Asset Management Co. Ltd. 0.07% Add +6.8% 653,025 $22.5M
AE Wealth Management LLC 0.20% Add +6.3% 652,143 $22.5M
Tredje AP-fonden 0.20% Add +8.2% 648,451 $22.4M
SG Americas Securities, LLC 0.09% Add +64.9% 640,830 $22.1M
Raymond James Financial Services Advisors, Inc. 0.03% Add +0.8% 638,817 $22.1M
Creative Planning 0.02% Add +2.2% 634,696 $21.9M
1832 Asset Management L.P. 0.04% Reduce -3.5% 633,196 $21.9M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -3.4% 629,246 $21.7M
Swedbank AB 0.03% No change 629,177 $21.7M
Resona Asset Management Co.,Ltd. 0.13% Reduce -1.6% 624,868 $21.6M
Carnegie Investment Counsel 0.61% Add +3.1% 603,577 $20.8M
CIBC Asset Management Inc 0.07% Add +5.0% 603,509 $20.8M
AMF Tjanstepension AB 0.15% No change 594,215 $20.5M
Rockefeller Capital Management L.P. 0.05% Reduce -2.5% 586,593 $20.3M
AQR Capital Management 0.03% Add +90.2% 583,878 $20.2M
Waycross Partners, LLC 2.76% Add +86.8% 578,860 $20.0M
IFM Investors Pty Ltd 0.19% Add +19.3% 576,247 $19.9M
Keybank National Association 0.08% Add +0.8% 571,720 $19.7M
Arizona State Retirement System 0.12% Reduce -1.3% 560,525 $19.4M
Ensign Peak Advisors, Inc 0.03% Reduce -27.1% 558,541 $19.3M
Jones Financial Companies LLLP 0.02% Add +26.9% 552,001 $19.1M
Guggenheim Capital LLC 0.13% Reduce -0.1% 547,075 $18.9M
NorthCrest Asset Manangement, LLC 0.57% Add +1.8% 541,771 $18.7M
11 Capital Partners LP 7.63% Reduce -22.7% 530,020 $18.3M
State of Michigan Retirement System 0.09% Reduce -1.4% 527,984 $18.2M
Heritage Investors Management Corp. 0.60% Reduce -1.5% 523,331 $18.1M
Rafferty Asset Management, LLC 0.06% Reduce -8.1% 516,747 $17.8M
MML Investors Services, LLC 0.06% Reduce -2.3% 515,732 $17.8M
Interval Partners, LP 0.51% Reduce -89.9% 515,313 $17.8M
Varma Mutual Pension Insurance Co 0.14% Add +66.0% 520,764 $17.5M
MetLife Investment Management, LLC 0.10% Reduce -3.3% 504,393 $17.4M
Tiaa Trust, National Association 0.05% Reduce -3.4% 497,397 $17.2M
Cubist Systematic Strategies, LLC 0.26% Reduce -22.4% 493,343 $17.0M
Aptus Capital Advisors, LLC 0.26% Add +21.4% 489,887 $16.9M
Tudor Investment Corporation 0.18% New 482,680 $16.7M
USS Investment Management Ltd 0.12% No change 480,735 $16.6M
Andra AP-fonden 0.24% Add +18.6% 476,100 $16.4M
M&T Bank Corp 0.05% Reduce -0.9% 473,836 $16.4M
Vontobel Holding Ltd. 0.05% Add +4.3% 471,659 $16.3M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +20.8% 467,399 $16.1M
Osaic Holdings, Inc. 0.04% Reduce -8.8% 465,555 $16.1M
McClarren Financial Advisors, Inc. 1.99% Add +1608.3% 2,050 $15.8M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Reduce -81.4% 450,161 $15.5M
Mariner, LLC 0.03% Add +3.9% 445,713 $15.4M
Squarepoint Ops LLC 0.05% Reduce -17.9% 441,851 $15.3M
Bridgewater Associates 0.09% Reduce -51.9% 439,647 $15.2M
Daiwa Securities Group Inc. 0.07% Add +15.2% 433,081 $15.0M
Trexquant Investment LP 0.19% New 424,635 $14.7M
Founders Capital Management, LLC 2.54% Reduce -0.9% 420,425 $14.5M
Comerica Bank 0.06% Reduce -1.2% 417,807 $14.4M
Forsta Ap-Fonden 0.11% Add +1.7% 417,700 $14.4M
Nissay Asset Management Corp. /Japan 0.09% Add +8.5% 415,337 $14.3M
Caisse de depot et placement du Quebec 0.03% New 413,000 $14.3M
Retirement Systems of Alabama 0.05% Reduce -4.7% 410,867 $14.2M
Twinbeech Capital LP 0.26% Reduce -60.0% 401,639 $13.9M
Jacobs & Co. 1.38% Add +4.5% 399,059 $13.8M
Skandinaviska Enskilda Banken AB (publ) 0.06% Add +0.1% 397,228 $13.7M
Cetera Investment Advisers 0.03% Add +3.3% 396,332 $13.7M
Czech National Bank 0.14% Add +6.0% 394,942 $13.6M
Baird Financial Group, Inc. 0.03% Reduce -3.7% 392,469 $13.6M
Amalgamated Bank 0.11% Reduce -2.9% 384,476 $13.3M
Gotham Asset Management 0.14% Add +32.6% 383,403 $13.2M
Mediolanum International Funds Ltd 0.18% Reduce -2.0% 383,224 $13.2M
Mercer Global Advisors Inc. 0.03% Add +4.1% 381,690 $13.2M
Calamos Wealth Management LLC 0.69% Add +0.4% 380,734 $13.1M
Captrust Financial Advisors 0.04% Reduce -1.6% 378,828 $13.1M
Assetmark, Inc. 0.04% Add +6.2% 369,680 $12.8M
Brown Advisory Inc. 0.02% Reduce -22.5% 366,464 $12.7M
Schonfeld Strategic Advisors LLC 0.10% Reduce -88.1% 362,819 $12.5M
Duff & Phelps Investment Management Co. 0.14% Reduce -28.3% 362,113 $12.5M
Pacer Advisors, Inc. 0.03% Add +18.7% 356,140 $12.3M
Robeco Institutional Asset Management B.V. 0.02% Add +18.8% 355,061 $12.3M
D.A. Davidson & Co. 0.10% Add +6.1% 354,895 $12.3M
DRH Investments, Inc. 12.76% Reduce -0.8% 347,856 $12.2M
Verition Fund Management LLC 0.09% Add +81.9% 352,100 $12.2M
Financial Counselors Inc. 0.18% Add +1.5% 350,021 $12.1M
HM Payson & Co. 0.21% Reduce -0.9% 348,471 $12.0M
GHP Investment Advisors, Inc. 0.52% Add +1.7% 331,059 $11.4M
Worldquant Millennium Advisors LLC 0.08% New 330,315 $11.4M
TCV Trust & Wealth Management, Inc. 1.01% Reduce -0.9% 326,916 $11.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -13.1% 326,164 $11.3M
Utah Retirement Systems 0.13% Add +0.4% 323,126 $11.2M
Allspring Global Investments Holdings, LLC 0.02% Add +9.9% 322,810 $11.1M
Bourgeon Capital Management LLC 2.14% Reduce -0.9% 322,727 $11.1M
State of Alaska, Department of Revenue 0.12% Reduce -3.4% 314,660 $10.9M
Yousif Capital Management, LLC 0.12% Reduce -1.0% 312,151 $10.8M
O'shaughnessy Asset Management, LLC 0.10% Reduce -26.9% 305,419 $10.8M
Fifth Third Bancorp 0.04% Add +0.1% 310,739 $10.7M
Verde Servicos Internacionais S.A. 4.94% New 307,993 $10.6M
Cibc World Markets Corp. 0.08% Reduce -22.1% 306,602 $10.6M
Prudential PLC 0.05% Add +2.4% 305,924 $10.6M
Bfsg, LLC 1.23% Reduce -2.7% 305,533 $10.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +9.0% 299,403 $10.3M
LS Investment Advisors, LLC 1.52% Reduce -1.2% 297,620 $10.3M
Cerity Partners LLC 0.02% Add +21.3% 289,861 $10.0M
iA Global Asset Management Inc. 0.18% Add +11.5% 289,499 $10.0M
Crossmark Global Holdings, Inc. 0.18% Add +1.8% 288,555 $10.0M
APG Asset Management N.V. 0.07% Reduce -92.7% 319,406 $9.9M
QRG Capital Management, Inc. 0.11% Reduce -0.3% 284,901 $9.8M
Federation des caisses Desjardins du Quebec 0.05% Add +63.4% 284,016 $9.8M
Pathstone Holdings, LLC 0.04% Add +4.9% 282,471 $9.8M
Cohen Capital Management, Inc. 1.56% Add +0.3% 278,908 $9.6M
Kemnay Advisory Services Inc. 1.72% Add +1.3% 274,749 $9.5M
Axxcess Wealth Management, LLC 0.24% Add +1.7% 271,740 $9.4M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.1% 270,222 $9.3M
Xponance LLC 0.09% Add +1.5% 267,861 $9.2M
New York Life Investment Management LLC 0.09% Reduce -3.0% 259,839 $9.0M
Northwest & Ethical Investments L.P. 0.24% Reduce -17.9% 258,512 $8.9M
Susquehanna International Group, LLP 0.02% Reduce -58.9% 258,349 $8.9M
Louisiana State Employees Retirement System 0.16% Reduce -3.4% 257,000 $8.9M
Partners Capital Investment Group, LLP 0.14% Reduce -5.4% 256,576 $8.9M
Orange Investment Advisors, Inc. 0.98% Add +8.3% 255,765 $8.8M
Alberta Investment Management Corp 0.08% No change 251,562 $8.7M
Janus Henderson Group PLC 0.00% Reduce -9.4% 251,511 $8.7M
Hartford Financial Management Inc. 1.77% Add +0.1% 251,105 $8.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +2.1% 250,682 $8.7M
Shelton Capital Management 0.22% Reduce -0.3% 246,478 $8.5M
Capital International, Inc. 0.11% Add +0.9% 245,437 $8.5M
Mutual of America Capital Management LLC 0.09% Reduce -3.2% 238,776 $8.2M
Kestra Advisory Services, LLC 0.05% Add +6.1% 236,550 $8.2M
Skylands Capital, LLC 1.10% Add +9.8% 234,950 $8.1M
Candelo Capital Management LP 5.14% New 231,370 $8.0M
Oppenheimer Asset Management Inc. 0.09% Reduce -1.2% 226,949 $7.8M
Kerrisdale Advisers, LLC 2.61% No change 221,940 $7.7M
Townsquare Capital LLC 0.09% Add +8.2% 221,010 $7.6M
Capitolis Liquid Global Markets LLC 0.08% No change 220,800 $7.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% — 219,263 $7.6M
M. Kulyk & Associates, LLC 1.52% Add +1.2% 219,068 $7.6M
Alaska Permanent Fund Corp 0.11% No change 216,413 $7.5M
FORA Capital, LLC 0.87% New 214,581 $7.4M
Gladstone Institutional Advisory LLC 0.36% Reduce -0.0% 214,328 $7.4M
Berkeley, Inc 2.11% Add +89.5% 210,008 $7.3M
Nomura Holdings Inc. 0.06% Add +2916.6% 208,389 $7.2M
T. Rowe Price Investment Management, Inc. 0.00% Add +27.2% 206,676 $7.1M
NEOS Investment Management LLC 0.21% Add +22.5% 204,052 $7.0M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 204,000 $7.0M
Prana Capital Management, LP 0.32% Reduce -2.2% 201,899 $7.0M
Orion Porfolio Solutions, LLC 0.07% Reduce -0.2% 201,826 $7.0M
Orion Portfolio Solutions, LLC 0.07% Reduce -0.2% 201,826 $7.0M
Commerce Bank 0.04% Add +0.1% 201,038 $6.9M
Pinebridge Investments, L.P. 0.05% Reduce -7.8% 198,435 $6.9M
Acadian Asset Management LLC 0.02% Reduce -39.0% 197,793 $6.8M
Tidal Investments LLC 0.07% Add +9.2% 194,760 $6.7M
Allianz SE 0.18% Reduce -13.8% 193,239 $6.7M
Oppenheimer & Co. Inc. 0.10% Reduce -2.0% 192,434 $6.6M
Empowered Funds, LLC 0.10% Add +20.0% 189,366 $6.5M
HRT Financial LP 0.03% Add +4.3% 189,135 $6.5M
Sierra Summit Advisors LLC 1.50% New 188,959 $6.5M
Rathbones Group PLC 0.03% Reduce -6.3% 186,660 $6.4M
Credit Agricole S A 0.03% Reduce -24.8% 186,454 $6.4M
Elo Mutual Pension Insurance Co 0.14% Add +13.6% 185,832 $6.4M
Aquatic Capital Management LLC 0.17% New 185,800 $6.4M
Park National Corp. 0.22% Reduce -7.0% 184,050 $6.4M
Miller Howard Investments Inc. 0.20% Add +2.8% 183,836 $6.3M
Providence Capital Advisors, LLC 1.24% Add +3.3% 180,733 $6.2M
Knights of Columbus Asset Advisors LLC 0.41% Add +1.0% 180,391 $6.2M
Mackenzie Financial Corp. 0.01% Add +0.8% 177,100 $6.1M
Sfmg, LLC 0.49% Reduce -0.2% 175,838 $6.1M
Cresset Asset Management, LLC 0.02% Reduce -6.2% 174,546 $6.0M
Sanctuary Advisors, LLC 0.04% Add +10.7% 166,381 $6.0M
Vanguard Personalized Indexing Management, LLC 0.10% Add +3.2% 172,154 $5.9M
Blair William & Co. 0.02% Add +0.9% 171,238 $5.9M
Aull & Monroe Investment Management Corp 2.71% Reduce -1.0% 168,876 $5.8M
First National Bank of Omaha 0.37% Reduce -7.0% 167,128 $5.8M
Equitable Trust Co. 0.37% Add +7.0% 166,677 $5.8M
Oregon Public Employees Retirement Fund 0.11% Reduce -1.2% 165,932 $5.7M
DAVENPORT & Co LLC 0.03% Add +1.8% 164,085 $5.7M
Gulf International Bank (UK) Ltd 0.14% Reduce -4.2% 161,843 $5.6M
Avantax Advisory Services, Inc. 0.04% Add +14.6% 159,899 $5.5M
Atlantic Union Bankshares Corp 0.32% Add +7.8% 158,890 $5.5M
Magnetar Financial LLC 0.14% New 156,460 $5.4M
First Manhattan Co. Llc. 0.02% Reduce -39.3% 155,981 $5.4M
KBC Group NV 0.02% No change 155,585 $5.4M
Rakuten Investment Management, Inc. 0.03% Add +33.7% 154,248 $5.3M
Profund Advisors LLC 0.20% Reduce -11.3% 153,206 $5.3M
Brevan Howard Capital Management LP 0.26% Add +355.0% 149,554 $5.2M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -7.2% 149,373 $5.2M
Hantz Financial Services, Inc. 0.09% Reduce -2.1% 148,700 $5.1M
PGGM Investments 0.07% No change 147,513 $5.1M
AdvisorNet Financial, Inc 0.38% Reduce -0.5% 146,784 $5.1M
Quantinno Capital Management LP 0.07% Add +65.6% 146,328 $5.1M
Burney Co./ 0.18% Reduce -4.0% 144,391 $5.0M
Peapack Gladstone Financial Corp. 0.07% Reduce -2.3% 144,267 $5.0M
CIBC Private Wealth Group LLC 0.01% Reduce -3.7% 143,941 $5.0M
Cornerstone Advisors, LLC 0.20% Add +1.0% 143,700 $5.0M
Two Sigma Advisers, LP 0.01% Add +19.0% 143,600 $5.0M
University of Texas/Texas Am Investment Management Co. 0.80% Add +39.9% 142,885 $4.9M
Journey Advisory Group, LLC 0.59% No change 147,373 $4.9M
Regions Financial Corp. 0.04% Add +0.1% 141,886 $4.9M
Beacon Pointe Advisors, LLC 0.06% Reduce -7.0% 141,537 $4.9M
Engineers Gate Manager LP 0.10% Reduce -40.1% 141,087 $4.9M
First National Trust Co 0.19% Add +0.3% 140,471 $4.9M
Scotia Capital Inc. 0.03% Add +13.0% 138,317 $4.8M
First National Advisers, LLC 0.76% Add +3.7% 138,271 $4.8M
Bessemer Group Inc. 0.01% Add +16.7% 135,274 $4.7M
Kentucky Retirement Systems 0.14% Reduce -8.3% 135,063 $4.7M
Huntington National Bank 0.04% Reduce -1.9% 134,146 $4.6M
Fayez Sarofim & Co 0.01% No change 133,884 $4.6M
Natixis 0.03% Reduce -67.7% 133,695 $4.6M
United Capital Financial Advisors, LLC 0.04% Reduce -0.5% 132,688 $4.6M
TD Waterhouse Canada Inc. 0.04% Reduce -1.6% 132,629 $4.6M
SpiderRock Advisors, LLC 0.10% Reduce -2.4% 130,175 $4.5M
Resolution Capital Ltd 0.08% Add +860.5% 128,899 $4.5M
Signet Investment Advisory Group, Inc. 2.21% Add +2.1% 127,968 $4.4M
BDF-Gestion 0.47% No change 129,517 $4.4M
Highland Capital Management, LLC 0.25% Add +0.9% 126,224 $4.4M
Kestra Private Wealth Services, LLC 0.08% Add +46.2% 125,720 $4.3M
Mizuho Securities USA LLC 0.09% Reduce -16.6% 125,717 $4.3M
Mount Vernon Associates Inc. 3.45% New 125,652 $4.3M
Pinnacle Associates Ltd. 0.07% Reduce -2.2% 124,451 $4.3M
EP Wealth Advisors, LLC 0.04% Add +167.5% 124,036 $4.3M
Intact Investment Management Inc. 0.14% Reduce -21.1% 123,100 $4.3M
Synovus Financial Corp. 0.05% Reduce -2.5% 122,346 $4.2M
Agf Management Ltd. 0.02% Add +20.5% 122,135 $4.2M
Hartford Investment Management Co. 0.14% Reduce -2.7% 121,910 $4.2M
Fca Corp. 1.28% Add +2.2% 120,561 $4.2M
Wharton Business Group, LLC 0.19% No change 119,855 $4.1M
JCIC Asset Management Inc. 1.68% Reduce -0.1% 118,929 $4.1M
B.O.S.S. Retirement Advisors, LLC 0.83% Add +11.9% 118,730 $4.1M
Signaturefd, LLC 0.08% Add +0.7% 117,517 $4.1M
Gold Investment Management Ltd. 1.69% Add +0.3% 116,727 $4.0M
Cottage Street Advisors LLC 2.17% Reduce -0.2% 115,359 $4.0M
Jefferies Financial Group Inc. 0.07% New 115,299 $4.0M
Private Advisor Group, LLC 0.02% Reduce -3.3% 114,838 $4.0M
Ethic Inc. 0.10% Add +0.5% 106,939 $4.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.1% 114,804 $4.0M
Sequoia Financial Advisors, LLC 0.04% Add +13.4% 114,523 $4.0M
Sage Capital Advisors,llc 1.03% Add +0.4% 114,134 $3.9M
Costello Asset Management, INC 2.63% Add +21.9% 113,959 $3.9M
Burke & Herbert Bank & Trust Co. 0.91% Reduce -4.5% 112,855 $3.9M
Stephens Inc. 0.06% Add +24.5% 112,721 $3.9M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -8.2% 113,216 $3.9M
Vestcor Inc 0.12% Reduce -2.0% 111,802 $3.9M
Maryland State Retirement & Pension System 0.08% Reduce -26.6% 111,694 $3.9M
Butensky & Cohen Financial Security, Inc. 1.14% Add +3.4% 111,267 $3.8M
New England Research & Management, Inc. 1.79% Reduce -1.5% 110,706 $3.8M
Whittier Trust Co. 0.05% Add +0.7% 110,215 $3.8M
Glassy Mountain Advisors, Inc. 1.34% Add +2.5% 110,129 $3.8M
Ieq Capital, LLC 0.05% Reduce -0.9% 108,616 $3.8M
Independent Advisor Alliance 0.14% Add +0.1% 107,957 $3.7M
Clearstead Advisors, LLC 0.06% Add +9.2% 107,641 $3.7M
Securian Asset Management, Inc. 0.11% Reduce -4.6% 107,228 $3.7M
DCM Advisors, LLC 1.86% No change 107,207 $3.7M
London Co. of Virginia 0.02% No change 105,934 $3.7M
Gries Financial LLC 0.68% Reduce -0.1% 105,761 $3.7M
B. Metzler seel. Sohn & Co. Holding AG 0.04% — 104,554 $3.6M
B. Metzler seel. Sohn & Co. AG 0.04% Add +10.3% 104,554 $3.6M
Composition Wealth, LLC 0.08% Add +0.2% 104,299 $3.6M
Steward Partners Investment Advisory, LLC 0.03% Add +4.6% 104,169 $3.6M
Wellington Management Group LLP 0.00% Add +6.3% 102,550 $3.5M
Atom Investors LP 0.37% Reduce -62.5% 102,535 $3.5M
Baker Chad R 0.69% No change 102,000 $3.5M
Oliver Luxxe Assets LLC 0.62% Reduce -28.8% 100,869 $3.5M
Procyon Advisors, LLC 0.24% Add +1.6% 100,174 $3.5M
Baxter Bros Inc. 0.45% Add +0.0% 100,155 $3.5M
Johnson Investment Counsel Inc. 0.03% Add +0.7% 99,919 $3.5M
South Dakota Investment Council 0.07% Add +45.6% 98,684 $3.4M
AMG National Trust Bank 0.09% Add +387.2% 98,581 $3.4M
Cwm, LLC 0.01% Add +1.0% 98,249 $3.4M
Naples Global Advisors, LLC 0.31% Add +0.8% 96,146 $3.3M
New Mexico Educational Retirement Board 0.11% Reduce -3.9% 95,618 $3.3M
Factorial Partners, LLC 1.90% Add +13.7% 95,500 $3.3M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -0.3% 95,067 $3.3M
Hancock Whitney Corp. 0.11% Reduce -1.3% 94,907 $3.3M
CFO4Life Group, LLC 0.58% Reduce -0.3% 94,855 $3.3M
Old National Bancorp 0.08% Reduce -0.2% 94,852 $3.3M
CreativeOne Wealth, LLC 0.11% Add +7.1% 93,826 $3.2M
Hudson Bay Capital Management LP 0.03% Reduce -75.2% 93,000 $3.2M
Van Hulzen Asset Management, LLC 0.23% No change 93,000 $3.2M
Rowlandmiller & Partners.adv 0.65% Reduce -1.9% 92,878 $3.2M
FourThought Financial Partners, LLC 0.38% Add +2.7% 92,555 $3.2M
Ritholtz Wealth Management 0.10% Add +1.0% 92,225 $3.2M
Penobscot Investment Management Company, Inc. 0.29% Add +13.3% 92,212 $3.2M
Signature Estate & Investment Advisors LLC 0.07% Add +0.0% 91,791 $3.2M
Summit Trail Advisors, LLC 0.08% Add +4.5% 91,293 $3.2M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -2.1% 90,975 $3.1M
Bokf, NA 0.06% Add +2.0% 91,652 $3.1M
Norinchukin Bank, The 0.07% Add +10.5% 90,517 $3.1M
Anchor Investment Management, LLC 0.29% Reduce -0.3% 89,924 $3.1M
Argent Trust Co 0.13% Reduce -1.2% 89,285 $3.1M
Harvest Fund Management Co., Ltd 0.18% Add +51.0% 89,305 $3.1M
Vinva Investment Management Ltd 0.13% Add +14.5% 88,931 $3.1M
Richard Bernstein Advisors LLC 0.07% No change 88,679 $3.1M
NorthCoast Asset Management LLC 0.02% Add +34.5% 114,042 $3.0M
Bleakley Financial Group, LLC 0.09% Reduce -3.7% 86,687 $3.0M
Groupama Asset Managment 0.08% Add +17.9% 107,086 $3.0M
Intech Investment Management LLC 0.03% Reduce -6.7% 85,773 $3.0M
Onex Canada Asset Management Inc. 0.34% No change 85,146 $2.9M
Greenleaf Trust 0.03% Reduce -0.2% 83,948 $2.9M
Wealthfront Advisers LLC 0.01% Add +12.7% 83,860 $2.9M
Parsons Capital Management Inc. 0.18% Reduce -0.1% 83,758 $2.9M
Swiss Life Asset Management Ltd 0.03% Reduce -5.0% 83,481 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% No change 82,663 $2.9M
Park Avenue Securities LLC 0.03% Reduce -4.5% 82,477 $2.8M
Public Sector Pension Investment Board 0.02% Add +10.3% 82,276 $2.8M
First PREMIER Bank 0.71% Reduce -0.2% 82,141 $2.8M
Tower Bridge Advisors 0.30% Add +12.4% 81,685 $2.8M
Savant Capital, LLC 0.02% Add +2.5% 80,976 $2.8M
Ameritas Investment Partners, Inc. 0.09% Add +0.8% 77,975 $2.7M
Taylor Hoffman Capital Management LLC 1.03% — 80,028 $2.7M
Bar Harbor Wealth Management 0.17% Reduce -0.3% 77,833 $2.7M
Zimmer Partners, LP 0.05% No change 77,100 $2.7M
M&R Capital Management Inc. 0.58% Reduce -2.2% 76,218 $2.6M
Capital International Sarl 0.07% Reduce -15.1% 75,996 $2.6M
Tower Research Capital LLC (TRC) 0.07% Reduce -69.7% 75,542 $2.6M
Ally Financial Inc. 0.31% No change 75,000 $2.6M
Lombard Odier Asset Management (Europe) Ltd 0.17% Reduce -25.6% 74,807 $2.6M
Siemens Fonds Invest GmbH 0.21% Reduce -5.1% 92,431 $2.6M
Proquility Private Wealth Partners, LLC 0.82% Add +11.1% 73,764 $2.5M
Allworth Financial LP 0.02% Add +3.4% 73,669 $2.5M
Moors & Cabot, Inc. 0.13% Reduce -2.0% 73,643 $2.5M
GMO 0.01% Add +12.7% 73,603 $2.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.08% Reduce -45.1% 73,390 $2.5M
Advisory Services Network, LLC 0.05% No change 75,611 $2.5M
Cornerstone Investment Partners, LLC 0.12% Add +1.8% 72,909 $2.5M
NewEdge Advisors, LLC 0.02% Reduce -31.3% 72,760 $2.5M
Prime Capital Investment Advisors, LLC 0.04% Reduce -21.0% 72,543 $2.5M
&partners 0.05% Add +146.7% 72,483 $2.5M
Geneos Wealth Management Inc. 0.09% Add +19.4% 72,052 $2.5M
Augustine Asset Management Inc. 0.87% Reduce -0.3% 71,995 $2.5M
Heritage Wealth Advisors 0.12% Add +2.8% 71,712 $2.5M
Empirical Finance, LLC 0.14% Add +1.7% 71,157 $2.5M
Institute for Wealth Management, LLC. 0.31% Reduce -0.8% 70,968 $2.5M
HighPoint Advisor Group LLC 0.14% Reduce -4.9% 73,103 $2.4M
Azzad Asset Management Inc. 0.27% Reduce -1.0% 70,283 $2.4M
First United Bank & Trust 0.87% Reduce -1.8% 70,275 $2.4M
Trust Co. of Vermont 0.12% Add +1.9% 70,244 $2.4M
Knott David M Jr 0.85% No change 70,000 $2.4M
MTM Investment Management, LLC 0.94% No change 69,790 $2.4M
Stock Yards Bank & Trust Co. 0.08% Reduce -4.8% 69,578 $2.4M
Icon Advisers Inc. 0.53% No change 69,500 $2.4M
Jennison Associates LLC 0.00% Reduce -39.8% 69,380 $2.4M
Summit Global Investments 0.15% Add +77.6% 68,871 $2.4M
OMERS ADMINISTRATION Corp 0.02% No change 68,675 $2.4M
Atria Investments, Inc 0.03% Reduce -36.6% 68,618 $2.4M
Choreo, LLC 0.03% Add +4.8% 68,591 $2.4M
Citizens National Bank Trust Department 0.50% Reduce -0.4% 68,162 $2.4M
OneDigital Investment Advisors LLC 0.03% Add +0.8% 68,011 $2.3M
Alps Advisors Inc. 0.02% Reduce -27.7% 67,999 $2.3M
Petredis Investment Advisors LLC 0.25% Add +0.3% 67,691 $2.3M
Ossiam 0.05% Reduce -24.5% 67,651 $2.3M
Family Legacy, Inc. 0.78% No change 67,634 $2.3M
Benjamin Edwards Inc. 0.03% Add +485.7% 66,074 $2.3M
Wright Investors Service Inc. 0.60% Add +87.0% 65,967 $2.3M
Banco de Sabadell, S.A 1.68% Add +8.5% 65,009 $2.2M
Investment Management Corp of Ontario 0.05% Add +20.3% 64,909 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -3.8% 64,531 $2.2M
Westpac Banking Corp. 0.15% New 64,349 $2.2M
Blue Trust, Inc. 0.03% Add +29.2% 66,189 $2.2M
Concourse Financial Group Securities, Inc. 0.13% Add +8.1% 64,102 $2.2M
CGN Advisors LLC 0.22% Add +6.0% 64,016 $2.2M
Erste Asset Management GmbH 0.03% Add +11.4% 63,839 $2.2M
Metis Global Partners, LLC 0.07% Add +1.2% 63,455 $2.2M
Martingale Asset Management L P 0.05% Add +0.0% 63,371 $2.2M
Cedar Mountain Advisors, LLC 0.49% Add +0.0% 63,319 $2.2M
First Trust Direct Indexing L.P. 0.12% Add +7.2% 63,317 $2.2M
IHT Wealth Management, LLC 0.06% Add +23.8% 62,300 $2.2M
AAFMAA Wealth Management & Trust LLC 0.95% Add +5.4% 62,223 $2.1M
Centiva Capital, LP 0.10% Add +16.7% 61,977 $2.1M
Aspen Investment Management Inc 0.99% No change 61,708 $2.1M
Barnett & Company, Inc. 1.41% Add +10.2% 61,650 $2.1M
HB Wealth Management, LLC 0.02% Add +1.3% 61,465 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -1.2% 61,446 $2.1M
Raymond James Trust N.A. 0.05% Reduce -11.1% 60,813 $2.1M
Illinois Municipal Retirement Fund 0.03% No change 60,666 $2.1M
Ascent Group, LLC 0.16% Reduce -19.3% 60,652 $2.1M
Commerzbank Aktiengesellschaft 0.06% Add +45.1% 60,637 $2.1M
Wulff, Hansen & Co. 1.89% Reduce -8.0% 60,285 $2.1M
First Business Financial Services, Inc. 0.21% Add +8.6% 60,236 $2.1M
Wesbanco Bank Inc. 0.07% Reduce -4.8% 59,805 $2.1M
Community Bank, N.A. 0.26% No change 59,580 $2.1M
Atria Wealth Solutions, Inc. 0.02% Reduce -10.3% 59,128 $2.0M
Bradley Foster & Sargent Inc. 0.03% Add +4.9% 59,074 $2.0M
Beese Fulmer Investment Management, Inc. 0.17% Reduce -0.6% 58,986 $2.0M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.1% 58,788 $2.0M
Spire Wealth Management 0.07% Reduce -58.8% 58,764 $2.0M
Y-Intercept (Hong Kong) Ltd 0.12% New 58,615 $2.0M
Value Partners Investments Inc. 0.16% Add +7.2% 58,257 $2.0M
Neville Rodie & Shaw Inc. 0.15% No change 58,014 $2.0M
New England Asset Management Inc. 0.32% Reduce -6.6% 57,460 $2.0M
UMB Bank, n.a. 0.03% Add +16.2% 57,406 $2.0M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -9.0% 57,401 $2.0M
Community Bank & Trust, Waco, Texas 0.44% Add +9.2% 56,867 $2.0M
Donaldson Capital Management, LLC 0.07% Reduce -3.9% 56,227 $1.9M
Howard Capital Management, LLC 0.03% New 56,132 $1.9M
Resonant Capital Advisors, LLC 0.14% Add +3.6% 55,963 $1.9M
Chapin Davis, Inc. 0.62% Reduce -8.3% 55,803 $1.9M
Fifth Third Wealth Advisors LLC 0.12% Add +6.5% 55,715 $1.9M
Associated Banc-Corp 0.06% Add +0.6% 55,534 $1.9M
Meridian Management Co. 0.48% Reduce -0.0% 54,628 $1.9M
Lido Advisors, LLC 0.01% Reduce -4.5% 53,546 $1.8M
Woodmont Investment Counsel LLC 0.14% No change 53,286 $1.8M
Venture Visionary Partners LLC 0.08% Add +1.0% 53,216 $1.8M
Jump Financial, LLC 0.04% Reduce -75.7% 53,062 $1.8M
Apollon Wealth Management, LLC 0.05% Reduce -3.7% 52,994 $1.8M
Prio Wealth Limited Partnership 0.05% No change 52,668 $1.8M
Zurich Insurance Group Ltd 0.02% No change 52,600 $1.8M
Covey Capital Advisors, LLC 2.01% Reduce -15.9% 52,593 $1.8M
Balyasny Asset Management L.P. 0.00% Reduce -98.4% 52,525 $1.8M
Kingsview Wealth Management, LLC 0.04% Reduce -4.5% 52,411 $1.8M
Community Bank of Raymore 1.36% Reduce -28.7% 52,120 $1.8M
MAI Capital Management 0.02% Reduce -9.6% 51,962 $1.8M
City Holding Co. 0.25% Reduce -5.5% 51,817 $1.8M
Meeder Advisory Services, Inc. 0.11% Reduce -2.3% 51,376 $1.8M
Eastern Bank 0.03% New 51,011 $1.8M
FineMark National Bank & Trust 0.06% Reduce -6.6% 50,974 $1.8M
Praxis Investment Management Inc. 0.11% Reduce -20.6% 50,801 $1.8M
Bath Savings Trust Co 0.17% Reduce -0.7% 50,214 $1.7M
Liontrust Investment Partners LLP 0.02% No change 51,687 $1.7M
Kahn Brothers Group Inc. 0.30% No change 49,820 $1.7M
D.B. Root & Company, LLC 0.57% Add +9.6% 49,742 $1.7M
Coldstream Capital Management Inc. 0.04% Add +4.6% 49,446 $1.7M
Farmers & Merchants Investments Inc. 0.05% Reduce -5.7% 49,535 $1.7M
Firethorn Wealth Partners, LLC 0.87% Reduce -0.5% 49,448 $1.7M
Pinnacle Wealth Management Advisory Group, LLC 0.16% Reduce -1.7% 49,333 $1.7M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +6.3% 49,306 $1.7M
TCW Group Inc. 0.01% Add +32.7% 49,225 $1.7M
Carmel Capital Partners, LLC 0.65% Add +0.2% 49,137 $1.7M
Hudson Canyon Capital Management 1.09% No change 48,879 $1.7M
Americana Partners, LLC 0.11% No change 48,610 $1.7M
Outfitters Financial LLC 1.37% Reduce -4.0% 48,250 $1.7M
Clearbridge Investments, LLC 0.00% Reduce -27.8% 48,199 $1.7M
BLB&B Advisors, LLC 0.09% Reduce -2.4% 48,191 $1.7M
Sigma Planning Corp 0.05% Add +4.6% 47,687 $1.6M
Pflug Koory, LLC 0.11% — 47,142 $1.6M
Valeo Financial Advisors, LLC 0.05% Reduce -1.0% 46,920 $1.6M
Waverly Advisors, LLC 0.03% Reduce -2.7% 46,847 $1.6M
Ables, Iannone, Moore & Associates, Inc. 1.04% Reduce -0.3% 46,745 $1.6M
Foundations Investment Advisors, LLC 0.03% Reduce -9.5% 46,079 $1.6M
Weiss Asset Management LP 0.06% New 46,079 $1.6M
Fiduciary Trust Co 0.02% Reduce -6.0% 45,944 $1.6M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -3.3% 45,925 $1.6M
Kintegral Advisory, LLC 0.14% Reduce -1.3% 45,513 $1.6M
Sumitomo Life Insurance Co. 0.03% Add +2.5% 45,141 $1.6M
Capital Investment Advisors, LLC 0.03% Add +17.2% 44,781 $1.5M
Cornercap Investment Counsel Inc. 0.45% Reduce -61.1% 44,475 $1.5M
Citadel Investment Advisory, Inc. 0.81% Add +3.9% 44,360 $1.5M
Sanchez Wealth Management Group 0.47% Add +0.1% 44,230 $1.5M
Waters Parkerson & Co., LLC 0.08% No change 43,865 $1.5M
United Services Automobile Association 0.04% Reduce -18.1% 43,874 $1.5M
Florida Trust Wealth Management Co 0.05% Add +0.0% 43,831 $1.5M
Los Angeles Capital Management LLC 0.01% Add +346.0% 43,802 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -19.0% 43,768 $1.5M
Cascade Investment Advisors, Inc. 0.96% Add +0.2% 43,721 $1.5M
Point72 Asia (Singapore) Pte. Ltd. 0.28% Add +174.1% 43,670 $1.5M
Atlanta Consulting Group Advisors, LLC 0.37% Add +0.2% 43,236 $1.5M
Intellectus Partners, LLC 0.38% Add +36.1% 43,234 $1.5M
Ballentine Partners, LLC 0.03% Add +2.8% 43,112 $1.5M
Roundview Capital LLC 0.11% Add +1.0% 43,060 $1.5M
Guardian Investment Management 1.27% Reduce -39.4% 42,750 $1.5M
Fingerlakes Wealth Management, Inc. 1.22% Reduce -0.8% 42,585 $1.5M
Traynor Capital Management, Inc. 0.12% Reduce -1.8% 42,486 $1.5M
Dagco, Inc. 0.60% Reduce -11.4% 42,247 $1.5M
Bahl & Gaynor LLC 0.01% Reduce -0.5% 42,041 $1.5M
E. Ohman J:or Asset Management AB 0.04% Reduce -10.5% 42,026 $1.5M
Foster & Motley Inc. 0.09% Add +85.5% 41,823 $1.4M
Fiduciary Group, LLC 0.15% No change 41,648 $1.4M
Cullen Capital Management, LLC 0.02% Add +2.3% 41,638 $1.4M
AlphaQuest LLC 0.13% Reduce -46.8% 41,464 $1.4M
Marco Investment Management LLC 0.12% No change 41,434 $1.4M
Decatur Capital Management, Inc. 0.66% Add +0.1% 41,389 $1.4M
Prospera Financial Services Inc 0.04% Add +3.6% 41,300 $1.4M
Fidelis Capital Partners, LLC 0.17% Add +31.6% 42,286 $1.4M
WBH Advisory Inc. 0.13% Reduce -5.1% 41,039 $1.4M
Ontario Teachers Pension Plan Board 0.01% Add +0.2% 40,951 $1.4M
Concurrent Investment Advisors, LLC 0.04% Add +1.0% 40,767 $1.4M
First National Bank Sioux Falls 0.64% No change 40,500 $1.4M
Cohen Klingenstein LLC 0.05% No change 40,500 $1.4M
Smithfield Trust Co 0.07% Add +0.2% 40,296 $1.4M
Ancora Advisors LLC 0.03% Reduce -70.8% 40,063 $1.4M
Wealthcare Advisory Partners LLC 0.04% Reduce -2.9% 40,055 $1.4M
Portman Square Capital LLP 1.09% Reduce -11.9% 40,007 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -1.5% 39,868 $1.4M
Studio Investment Management LLC 0.29% Reduce -5.7% 39,695 $1.4M
StoneX Group Inc. 0.10% Add +2.1% 39,651 $1.4M
Moneta Group Investment Advisors LLC 0.02% Add +0.5% 39,602 $1.4M
V-Square Quantitative Management LLC 0.20% Add +12.5% 39,278 $1.4M
Jacobi Capital Management LLC 0.10% Add +0.3% 39,118 $1.4M
CenterBook Partners LP 0.08% Reduce -76.4% 39,089 $1.3M
Conway Capital Management, Inc. 0.65% No change 39,000 $1.3M
Leavell Investment Management, Inc. 0.07% Reduce -0.7% 38,738 $1.3M
Nilsine Partners, LLC 0.17% Reduce -0.1% 38,490 $1.3M
Linscomb Wealth, Inc. 0.07% No change 38,432 $1.3M
First Hawaiian Bank 0.04% Add +19.5% 38,264 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +6.6% 38,246 $1.3M
Sovereign Financial Group, Inc. 0.31% Add +1.5% 38,210 $1.3M
Clifford Swan Investment Counsel LLC 0.05% Reduce -6.6% 38,107 $1.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.50% Reduce -0.3% 37,926 $1.3M
Pitcairn Co. 0.08% Reduce -1.5% 37,885 $1.3M
Kanawha Capital Management LLC 0.09% Reduce -2.0% 37,806 $1.3M
Massachusetts Wealth Management 0.82% Add +0.7% 37,610 $1.3M
Raab & Moskowitz Asset Management LLC 0.33% Reduce -0.5% 37,230 $1.3M
Congress Park Capital LLC 0.48% No change 37,190 $1.3M
Portfolio Design Labs, LLC 0.36% Reduce -40.3% 36,860 $1.3M
Lindbrook Capital, LLC 0.11% Reduce -0.3% 36,691 $1.3M
Aft, Forsyth & Sober, LLC 0.42% No change 36,600 $1.3M
Spirit of America Management Corp. 0.25% No change 36,600 $1.3M
Caprock Group, LLC 0.05% Add +2.4% 36,560 $1.3M
Cullen Investment Group, LTD. 0.19% Reduce -0.6% 36,487 $1.3M
Chatham Capital Group, Inc. 0.21% Add +0.6% 36,431 $1.3M
Gsa Capital Partners LLP 0.09% Reduce -25.6% 36,276 $1.3M
Abn Amro Investment Solutions 0.02% Reduce -4.8% 36,203 $1.3M
Perigon Wealth Management, LLC 0.03% Reduce -1.1% 35,786 $1.2M
Gibraltar Capital Management, Inc. 0.55% Reduce -0.3% 35,680 $1.2M
Equitable Holdings, Inc. 0.01% Add +0.7% 35,543 $1.2M
Sapient Capital LLC 0.02% Add +0.2% 35,477 $1.2M
J.W. Cole Advisors, Inc. 0.05% Add +0.9% 35,401 $1.2M
Western Wealth Management, LLC 0.07% Reduce -2.4% 35,255 $1.2M
Advisory Alpha, LLC 0.04% Reduce -12.2% 35,245 $1.2M
Weil Company, Inc. 0.40% No change 35,200 $1.2M
Country Club Bank 0.08% No change 35,114 $1.2M
Morningstar Investment Management LLC 0.12% Add +114.4% 34,319 $1.2M
Shelton Wealth Management, LLC 0.68% Add +8.1% 34,497 $1.2M
Inspire Investing, LLC 0.12% Reduce -3.8% 34,195 $1.2M
Douglass Winthrop Advisors, LLC 0.02% Add +72.8% 34,176 $1.2M
Cobblestone Asset Management LLC 0.71% Add +0.3% 34,046 $1.2M
Wellington Shields & Co., LLC 0.36% Add +12.8% 33,847 $1.2M
Vaughan David Investments LLC 0.03% Reduce -2.0% 33,776 $1.2M
Cascade Financial Partners, LLC 0.15% No change 34,410 $1.2M
Trivium Point Advisory, LLC 0.16% Reduce -7.9% 31,882 $1.2M
Pinnacle Financial Partners Inc 0.02% Reduce -3.0% 33,676 $1.2M
WealthTrust Axiom LLC 0.34% Reduce -4.3% 33,616 $1.2M
VELA Investment Management, LLC 0.40% Add +0.1% 33,585 $1.2M
Sheets Smith Wealth Management 0.14% Reduce -8.5% 33,563 $1.2M
Cary Street Partners Investment Advisory LLC 0.04% Reduce -1.5% 33,557 $1.2M
Everhart Financial Group, Inc. 0.25% Add +4.3% 33,309 $1.2M
NewEdge Wealth, LLC 0.02% Add +102.5% 33,208 $1.1M
Daymark Wealth Partners, LLC 0.05% Add +1.4% 33,119 $1.1M
Aviance Capital Partners, LLC 0.15% Add +11.4% 33,119 $1.1M
Csenge Advisory Group 0.06% Reduce -7.4% 32,595 $1.1M
Citizens Financial Group Inc. 0.02% Reduce -6.2% 32,997 $1.1M
Valmark Advisers, Inc. 0.02% Add +0.8% 32,666 $1.1M
Sienna Gestion 0.08% New 32,741 $1.1M
Modera Wealth Management, LLC 0.01% Reduce -7.9% 32,545 $1.1M
Walleye Capital LLC 0.01% Reduce -96.6% 32,509 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -20.4% 32,240 $1.1M
United Community Bank 0.43% Add +10.6% 32,107 $1.1M
Net Worth Advisory Group 0.33% — 32,042 $1.1M
Transcend Capital Advisors, LLC 0.07% Reduce -2.2% 31,980 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -0.0% 31,924 $1.1M
Applied Finance Capital Management, LLC 0.05% Add +8.3% 31,923 $1.1M
Bridgewater Advisors Inc. 0.12% Reduce -0.1% 33,080 $1.1M
Horizon Investments, LLC 0.03% Reduce -1.6% 31,841 $1.1M
Weatherly Asset Management L. P. 0.10% No change 31,786 $1.1M
Vident Advisory, LLC 0.03% Reduce -77.3% 31,691 $1.1M
WASHINGTON TRUST Co 0.04% Add +0.1% 31,637 $1.1M
Sheaff Brock Investment Advisors, LLC 0.10% Reduce -3.7% 31,554 $1.1M
Patrick M Sweeney & Associates, Inc. 0.80% Add +5.7% 31,514 $1.1M
Paradigm Asset Management Co. LLC 0.28% No change 31,500 $1.1M
Mission Wealth Management, LP 0.03% Add +0.9% 31,459 $1.1M
Harbour Trust & Investment Management Co 0.12% Reduce -0.7% 31,325 $1.1M
Private Trust Co. NA 0.11% Reduce -0.1% 31,092 $1.1M
Biltmore Wealth Management, LLC 0.44% Add +5.4% 31,065 $1.1M
Creative Financial Designs Inc. 0.09% Add +0.0% 30,806 $1.1M
Norden Group LLC 0.13% Add +49.5% 30,674 $1.1M
Point72 Hong Kong Ltd 0.08% New 30,659 $1.1M
Intrust Bank NA 0.11% Reduce -1.0% 30,643 $1.1M
Systematic Financial Management LP 0.03% No change 30,600 $1.1M
GAMMA Investing LLC 0.10% Add +63.1% 30,306 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.22% Reduce -0.5% 30,219 $1.0M
Harbor Investment Advisory, LLC 0.10% Reduce -0.1% 30,172 $1.0M
Fulton Bank, N.A. 0.04% Add +0.6% 30,156 $1.0M
Essex Financial Services, Inc. 0.07% Reduce -0.3% 30,708 $1.0M
Reynders McVeigh Capital Management, LLC 0.05% Reduce -5.7% 30,000 $1.0M
Harbor Advisors LLC 0.17% No change 30,000 $1.0M
Stratos Wealth Advisors, LLC 0.05% Add +0.4% 29,974 $1.0M
Vista Investment Management 0.39% Add +3.1% 29,949 $1.0M
Busey Bank 0.03% Add +1.1% 29,920 $1.0M
Lowe Brockenbrough & Co. Inc. 0.07% Add +1.5% 29,766 $1.0M
Hunter Perkins Capital Management, LLC 0.21% No change 29,500 $1.0M
AA Financial Advisors, LLC 0.29% Add +8.1% 29,495 $1.0M
Community Trust & Investment Co. 0.06% Add +7.7% 29,454 $1.0M
Fruth Investment Management 0.26% No change 29,300 $1.0M
Confluence Wealth Services, Inc. 0.07% Reduce -1.3% 29,219 $1.0M
Navalign, LLC 0.30% Reduce -0.7% 29,166 $1.0M
Wedbush Securities Inc. 0.04% Reduce -32.4% 29,096 $1.0M
Howland Capital Management LLC 0.04% Add +0.7% 29,103 $1.0M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -12.4% 28,975 $1.0M
Ullmann Wealth Partners Group, LLC 0.13% Reduce -5.5% 28,902 $998K
Acorn Wealth Advisors, LLC 0.43% Reduce -0.3% 28,779 $994K
Horan Securities, Inc. 0.38% No change 28,776 $994K
L.M. Kohn & Company 0.25% Add +0.7% 28,745 $993K
Westfield Capital Management Co. LP 0.00% No change 28,590 $987K
Sawgrass Asset Management LLC 0.10% Reduce -1.6% 28,508 $984K
STF Management LP 0.45% Reduce -9.0% 28,410 $981K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -0.7% 28,399 $981K
Shell Asset Management Co. 0.04% — 28,389 $980K
Legacy Private Trust Co. 0.07% No change 28,135 $972K
TD Private Client Wealth LLC 0.03% Add +0.8% 28,070 $969K
Arkadios Wealth Advisors 0.05% Add +0.3% 27,710 $957K
Sonora Investment Management Group, LLC 0.07% Add +7.5% 27,666 $955K
Seneca House Advisors 0.40% Add +0.1% 27,592 $953K
Heritage Wealth Management, Inc. 0.31% No change 27,574 $952K
Lyell Wealth Management, LP 0.09% No change 27,508 $950K
Brooks, Moore & Associates, Inc. 0.56% No change 27,349 $944K
CoreCap Advisors, LLC 0.04% New 27,285 $942K
Adirondack Trust Co. 0.36% Reduce -0.8% 27,115 $936K
Wealthspire Advisors, LLC 0.01% Reduce -12.6% 26,927 $930K
Godshalk Welsh Capital Management, Inc. 0.59% No change 26,890 $929K
Pittenger & Anderson Inc. 0.03% Add +0.1% 26,701 $922K
Morse Asset Management, Inc 0.20% No change 26,700 $922K
Criterion Capital Advisors, LLC 0.58% No change 27,389 $916K
Portside Wealth Group, LLC 0.16% Add +2.4% 26,321 $909K
Brookstone Capital Management 0.01% Reduce -4.0% 26,206 $905K
Summit Financial, LLC 0.04% Add +0.4% 26,198 $905K
Threadgill Financial, LLC 0.54% Add +1.7% 26,107 $901K
Thoroughbred Financial Services, LLC 0.06% Add +0.5% 26,079 $900K
Continuum Advisory, LLC 0.11% Add +6.1% 25,259 $900K
Northstar Group, Inc. 0.16% No change 25,989 $897K
RMR Wealth Builders 0.10% Add +0.7% 25,974 $897K
William B. Walkup & Associates, Inc. 0.55% No change 25,923 $895K
Commonwealth Financial Services, LLC 0.18% Add +0.2% 25,905 $894K
Bridgefront Capital, LLC 0.34% Reduce -13.2% 25,892 $894K
Great Valley Advisor Group, Inc. 0.02% Add +14.4% 25,899 $894K
Walker Asset Management, LLC 0.55% Add +0.1% 25,743 $889K
Diversified Trust Co. 0.02% Reduce -18.9% 25,724 $888K
Walled Lake Planning & Wealth Management, LLC 0.33% New 25,677 $887K
Cadinha & Co. LLC 0.15% Reduce -0.1% 25,616 $885K
Boston Financial Mangement LLC 0.03% No change 25,612 $884K
Lombard Odier Asset Management (Switzerland) SA 0.07% Add +32.7% 25,603 $884K
Smartleaf Asset Management LLC 0.11% Add +25.6% 25,500 $881K
Quantum Private Wealth, LLC 0.30% Reduce -0.8% 25,446 $879K
Principal Securities, Inc. 0.02% Add +9.9% 25,319 $874K
ICICI Prudential Asset Management Co Ltd 0.09% Add +17.9% 25,309 $874K
Benin Management CORP 0.25% No change 25,300 $874K
Brown Brothers Harriman & Co. 0.01% Reduce -3.0% 25,223 $871K
Syon Capital LLC 0.08% Add +2.4% 25,217 $871K
Sage Investment Advisers LLC 0.91% No change 25,050 $865K
GPM Growth Investors, Inc. 0.36% New 25,031 $864K
Werlinich Asset Management, LLC 0.50% No change 25,026 $864K
Leo Wealth, LLC 0.08% Add +17.2% 24,998 $863K
Checchi Capital Advisers, LLC 0.06% Reduce -0.9% 24,991 $863K
Wilmington Savings Fund Society, FSB 0.02% Add +260.8% 24,970 $862K
Aberdeen Wealth Management LLC 0.56% No change 24,800 $856K
ELCO Management Co., LLC 0.46% Reduce -0.1% 24,685 $852K
China Universal Asset Management Co., Ltd. 0.09% Add +109.2% 24,591 $849K
DRW Securities, LLC 0.05% Reduce -68.7% 24,535 $847K
SouthState Bank Corp 0.06% Reduce -1.2% 24,318 $840K
Wellington Shields Capital Management, LLC 0.15% No change 24,233 $837K
PBMares Wealth Management LLC 0.17% Reduce -33.5% 24,201 $836K
Rehmann Capital Advisory Group 0.05% Add +1.3% 23,990 $830K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% Reduce -2.2% 24,001 $829K
XML Financial, LLC 0.08% Reduce -3.4% 23,955 $827K
Quadrant Capital Group LLC 0.06% Reduce -5.1% 23,944 $827K
Abbot Financial Management, Inc. 0.42% Reduce -0.4% 23,905 $825K
MassMutual Private Wealth & Trust, FSB 0.02% Add +0.4% 23,893 $825K
Main Street Financial Solutions, LLC 0.08% Reduce -2.9% 23,755 $820K
Aviso Financial Inc. 0.04% Add +6.8% 23,701 $818K
Whitener Capital Management, Inc. 0.23% Add +1.6% 23,490 $811K
Faithward Advisors, LLC 0.14% Reduce -7.5% 23,449 $810K
Wilkins Investment Counsel Inc. 0.11% Reduce -0.4% 23,400 $808K
Pioneer Trust Bank N A 0.21% No change 23,385 $807K
McKinley Carter Wealth Services, Inc. 0.05% No change 23,364 $807K
Diversify Advisory Services, LLC 0.04% Reduce -3.4% 23,831 $807K
MIdWestOne Financial Group, Inc. 0.11% No change 23,294 $804K
RMR Capital Management, LLC 0.68% No change 23,278 $804K
Pacific Global Investment Management Co. 0.15% Reduce -0.3% 23,268 $803K
Financial Strategies Group, Inc. 0.19% Add +4.0% 22,761 $803K
Genesee Capital Advisors, LLC 0.39% Reduce -13.1% 23,193 $801K
Rodgers Brothers Inc. 0.10% No change 23,125 $799K
Cullinan Associates Inc. 0.04% Add +12.4% 23,600 $797K
Prosperity Consulting Group, LLC 0.06% Add +74.8% 23,055 $796K
Welch & Forbes LLC 0.01% Add +5.4% 23,024 $795K
Valley Brook Capital Group, Inc. 0.57% Reduce -4.5% 22,950 $792K
Rossmore Private Capital 0.10% No change 22,890 $790K
Frank, Rimerman Advisors LLC 0.06% Add +3.0% 22,611 $781K
Midwest Financial Group LLC 0.46% Reduce -2.2% 22,600 $780K
Sanders Morris Harris LLC 0.13% No change 22,500 $777K
Sound View Wealth Advisors Group, LLC 0.06% Add +0.7% 22,480 $776K
Colonial Trust Co / SC 0.12% Add +0.0% 22,386 $773K
WMS Partners, LLC 0.04% Add +11.0% 22,384 $773K
Davidson Trust Co. 0.40% Add +15.2% 22,340 $771K
Grove Bank & Trust 0.11% Reduce -12.8% 22,247 $768K
Accurate Wealth Management, LLC 0.15% Reduce -76.7% 21,568 $766K
Tributary Capital Management, LLC 0.06% Reduce -3.7% 22,150 $765K
New Republic Capital, LLC 0.44% Add +0.5% 22,027 $761K
Mystic Asset Management, Inc. 0.29% No change 22,008 $760K
LaSalle St. Investment Advisors, LLC 0.30% No change 21,999 $759K
Landscape Capital Management, L.L.C. 0.08% New 21,822 $754K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Add +389.7% 21,805 $753K
Inspire Advisors, LLC 0.09% Add +0.1% 21,766 $752K
Redwood Wealth Management Group, LLC 0.37% Reduce -0.1% 21,713 $750K
Independence Bank of Kentucky 0.16% Reduce -0.2% 21,640 $747K
Lakeside Advisors, INC. 0.47% No change 21,600 $746K
TBH Global Asset Management, LLC 0.16% No change 21,494 $742K
Campbell & CO Investment Adviser LLC 0.06% Reduce -57.2% 21,476 $742K
Versor Investments LP 0.12% Add +30.8% 21,472 $741K
Resources Management Corp. /CT/ 0.10% Reduce -1.8% 21,411 $739K
RIA Advisory Group LLC 0.26% — 21,195 $732K
E Fund Management Co., Ltd. 0.04% Add +7.0% 21,005 $725K
Brave Asset Management Inc. 0.18% No change 20,928 $723K
Embree Financial Group 0.13% No change 20,902 $722K
Graves Light Lenhart Wealth, Inc. 0.09% Reduce -0.1% 20,778 $717K
CHICAGO TRUST Co NA 0.13% Add +2.6% 20,718 $715K
Castle Wealth Management LLC 0.29% Add +11.9% 20,676 $714K
CFM Wealth Partners LLC 0.12% Add +7.9% 20,663 $713K
Canandaigua National Bank & Trust Co. 0.07% Add +1.9% 20,637 $713K
Panagora Asset Management Inc. 0.00% Reduce -0.3% 20,580 $711K
Sandy Spring Bank 0.03% Add +1.1% 20,574 $710K
Tritonpoint Wealth, LLC 0.06% Add +1.1% 20,544 $709K
St Germain D J Co. Inc. 0.03% Add +0.7% 20,409 $705K
Optas, LLC 0.16% Reduce -1.3% 20,311 $701K
Catalyst Financial Partners LLC 0.14% Add +44.7% 20,297 $701K
SK Wealth Management, LLC 0.36% — 21,586 $701K
Edgemoor Investment Advisors, Inc. 0.06% No change 20,250 $699K
Intrepid Capital Management Inc. 0.39% No change 20,228 $698K
Peoples Bank 0.36% Reduce -5.4% 20,173 $697K
Silvercrest Asset Management Group LLC 0.00% Add +2.8% 20,145 $696K
Patriot Investment Management Group, Inc. 0.05% Reduce -2.0% 20,111 $694K
Cigna Investments Inc. 0.12% Reduce -2.8% 20,082 $694K
Clarius Group, LLC 0.05% Reduce -1.5% 20,137 $693K
Tocqueville Asset Management L.P. 0.01% No change 19,952 $689K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -4.7% 19,860 $686K
Southeast Asset Advisors, LLC 0.08% No change 19,854 $686K
Choate Investment Advisors 0.02% Reduce -3.2% 19,840 $685K
Tradewinds, LLC. 0.21% Add +0.0% 19,829 $685K
Legacy Wealth Asset Management, LLC 0.18% Add +0.5% 19,668 $679K
Unigestion Holding SA 0.03% Reduce -20.5% 19,634 $678K
Cobblestone Capital Advisors LLC 0.04% No change 19,630 $678K
Boyd Watterson Asset Management LLC 0.19% Reduce -0.4% 19,597 $677K
Empire Financial Management Company, LLC 0.21% No change 19,526 $674K
First Command Advisory Services, Inc. 0.01% No change 19,523 $674K
Mgo One Seven LLC 0.03% Reduce -8.8% 19,517 $674K
Independent Financial Group, LLC 0.02% Reduce -1.4% 19,494 $673K
Pettyjohn, Wood & White, Inc. 0.12% Reduce -1.3% 19,475 $672K
ARS Wealth Advisors Group, LLC 0.08% No change 19,244 $664K
PFG Advisors 0.04% Reduce -2.7% 19,163 $662K
One Capital Management, LLC 0.02% No change 19,051 $658K
Forum Financial Management, LP 0.01% Add +0.7% 19,016 $657K
PFG Investments, LLC 0.04% Add +0.0% 19,015 $657K
Flagship Harbor Advisors, LLC 0.04% Reduce -1.1% 18,958 $655K
Mayfair Advisory Group, LLC 0.41% Reduce -0.4% 18,905 $652K
Kapstone Financial Advisors LLC 0.39% No change 18,778 $648K
Appleton Partners Inc. 0.05% No change 18,748 $647K
Boston Trust Walden Corp 0.00% No change 18,672 $645K
Integrated Investment Consultants, LLC 0.14% Reduce -5.5% 18,600 $642K
Nicolet Bankshares Inc. 0.13% No change 18,538 $640K
Bigelow Investment Advisors, LLC 0.29% Reduce -1.6% 18,525 $640K
Klingenstein Fields & Co. LP 0.03% No change 18,517 $639K
Dupree Financial Group, LLC 0.27% No change 18,483 $638K
Diversify Wealth Management, LLC 0.06% Reduce -4.3% 18,999 $638K
NorthRock Partners, LLC 0.02% Add +1.5% 18,456 $637K
Certified Advisory Corp 0.07% Reduce -0.1% 18,331 $633K
Clear Harbor Asset Management, LLC 0.05% No change 18,330 $633K
Knollwood Investment Advisory, LLC 0.07% No change 18,300 $632K
First Horizon Advisors, Inc. 0.02% Add +19.9% 18,283 $631K
Flputnam Investment Management Co. 0.01% Reduce -25.8% 17,146 $630K
Hara Capital LLC 0.39% No change 18,240 $630K
Ledyard National Bank 0.06% Add +0.2% 18,176 $628K
Harbor Group, Inc. 0.15% Add +0.1% 18,176 $628K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.24% No change 18,173 $628K
Simmons Bank 0.05% Reduce -0.6% 18,160 $627K
Taylor Financial Group, Inc. 0.43% Reduce -14.2% 18,147 $627K
Scientech Research LLC 0.12% New 18,118 $626K
Kingswood Wealth Advisors, LLC 0.04% Add +7.9% 18,117 $626K
Arete Wealth Advisors, LLC 0.05% Reduce -2.8% 18,178 $624K
Snowden Capital Advisors LLC 0.02% Reduce -12.6% 18,051 $623K
Mogy Joel R Investment Counsel Inc. 0.04% No change 18,000 $622K
GYL Financial Synergies, LLC 0.05% Add +0.9% 17,919 $619K
North Star Investment Management Corp. 0.04% No change 17,893 $618K
Connecticut Wealth Management, LLC 0.03% Add +0.4% 17,882 $617K
Blue Bell Private Wealth Management, LLC 0.12% Reduce -18.7% 17,766 $613K
Bedel Financial Consulting, Inc. 0.09% No change 17,730 $612K
High Net Worth Advisory Group LLC 0.17% No change 17,704 $611K
IFP Advisors, Inc 0.02% Reduce -45.8% 17,701 $611K
Eagle Strategies LLC 0.11% Reduce -49.9% 17,674 $610K
Wendell David Associates Inc. 0.06% No change 17,674 $610K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +2.0% 17,626 $609K
Sabal Trust CO 0.03% New 17,545 $606K
Parkside Financial Bank & Trust 0.08% Reduce -0.6% 17,522 $605K
Parallel Advisors, LLC 0.01% Add +4.2% 17,494 $604K
Gilbert & Cook, Inc. 0.08% Add +0.8% 17,486 $604K
Investors Asset Management of Georgia Inc. /Ga/ 0.28% Add +0.0% 17,403 $601K
Quadrature Capital Ltd 0.01% New 17,383 $600K
Merit Financial Group, LLC 0.01% Reduce -8.2% 17,252 $596K
Lake Street Advisors Group, LLC 0.03% Add +1.8% 17,246 $595K
Philadelphia Trust Co. 0.04% Add +1.5% 17,128 $591K
Guyasuta Investment Advisors Inc. 0.04% No change 17,100 $590K
Gibbs Wealth Management 0.19% Add +8.1% 16,975 $586K
Cannell & Spears LLC 0.01% Reduce -88.7% 16,944 $585K
Secure Asset Management, LLC 0.10% Add +3.5% 16,838 $581K
Nwam LLC 0.04% New 16,807 $580K
Conning Inc. 0.02% Reduce -1.8% 16,760 $579K
Cornerstone Advisory, LLC 0.08% Reduce -6.2% 16,719 $577K
Osborne Partners Capital Management, LLC 0.03% No change 16,604 $573K
Verus Capital Partners, LLC 0.06% Add +0.6% 16,566 $572K
Smith Salley Wealth Management 0.04% Reduce -1.0% 16,512 $570K
Twin Capital Management Inc. 0.06% Reduce -4.8% 16,496 $570K
Tranquility Partners, LLC 0.21% Reduce -4.6% 16,475 $569K
Compound Planning, Inc. 0.04% Add +40.2% 16,431 $567K
Duncker Streett & Co. Inc. 0.10% Reduce -6.0% 16,394 $566K
Roof Eidam Maycock Peralta, LLC 0.14% No change 16,341 $564K
Wedmont Private Capital 0.03% Add +7.0% 16,760 $564K
Astoria Portfolio Advisors LLC. 0.19% Add +9.7% 16,120 $564K
Silver Oak Securities, Incorporated 0.06% Reduce -3.4% 16,297 $563K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -9.0% 16,263 $562K
Rede Wealth, LLC 0.21% Add +0.1% 16,241 $561K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +3.6% 16,225 $560K
McGlone Suttner Wealth Management, Inc. 0.12% Reduce -4.1% 16,199 $559K
Keystone Financial Group 0.07% Reduce -0.8% 16,176 $559K
First Citizens Bank & Trust Co. 0.01% Reduce -2.9% 16,146 $558K
World Investment Advisors 0.02% Add +137.4% 16,145 $557K
Revolve Wealth Partners, LLC 0.09% Add +26.1% 16,114 $556K
Qtron Investments LLC 0.08% No change 16,033 $554K
Kenora Financial, LLC 0.22% Reduce -2.5% 16,022 $553K
Gryphon Financial Partners LLC 0.08% Reduce -8.7% 15,967 $551K
Chronos Wealth Management, LLC 0.29% Add +0.3% 15,935 $550K
Indiana Trust & Investment Management Co 0.19% No change 15,933 $550K
LSV Asset Management 0.00% Reduce -24.3% 15,900 $549K
Waypoint Wealth Partners Inc. 0.15% No change 15,895 $549K
Premier Path Wealth Partners, LLC 0.09% Reduce -2.4% 15,887 $549K
Manchester Capital Management LLC 0.06% Add +3.7% 15,870 $548K
Focused Wealth Management, Inc 0.07% New 479 $547K
Nexus Investment Management ULC 0.05% No change 15,840 $547K
Partners in Financial Planning 0.11% Reduce -1.9% 15,816 $546K
Advisors Preferred, LLC 0.08% Add +53.6% 15,815 $546K
Mesirow Financial Investment Management, Inc. 0.01% Add +7.3% 15,771 $545K
Bailard, Inc. 0.01% Add +0.1% 15,771 $545K
Viawealth, LLC 0.32% Add +5.8% 15,730 $543K
Coastline Trust Co 0.06% Reduce -52.8% 15,671 $541K
JGP Wealth Management, LLC 0.07% Add +0.9% 15,640 $540K
NTV Asset Management LLC 0.07% No change 15,583 $538K
RFG Advisory, LLC 0.02% Add +17.2% 15,512 $536K
Brighton Jones LLC 0.02% Reduce -19.6% 15,405 $532K
Piscataqua Savings Bank 0.45% No change 15,384 $531K
PDS Planning, Inc 0.05% Add +15.1% 15,367 $531K
Fairfield, Bush & Co. 0.32% Add +32.9% 15,340 $530K
Syverson Strege & Co 0.18% Reduce -2.5% 15,289 $528K
Evercore Wealth Management, LLC 0.01% Reduce -0.2% 15,233 $526K
Malaga Cove Capital, LLC 0.21% No change 15,221 $526K
IFG Advisory, LLC 0.03% Add +16.6% 15,200 $525K
Black Diamond Financial, LLC 0.09% Reduce -0.2% 15,194 $525K
Capital Investment Advisory Services, LLC 0.05% Reduce -0.9% 15,181 $524K
My Legacy Advisors, LLC 0.21% Reduce -10.2% 15,145 $523K
Blueshift Asset Management, LLC 0.13% Reduce -19.1% 15,143 $523K
Mason & Associates, LLC 0.16% Add +23.9% 15,121 $522K
SlateStone Wealth, LLC 0.05% No change 15,108 $522K
Crescent Sterling, Ltd. 0.50% No change 15,100 $521K
Proficio Capital Partners LLC 0.05% Add +34.1% 15,098 $521K
Principle Wealth Partners LLC 0.04% Reduce -2.1% 15,004 $518K
Koshinski Asset Management, Inc. 0.04% Add +2.3% 15,000 $518K
Philip James Wealth Mangement, LLC 0.07% New 14,953 $516K
NCM Capital Management, LLC 0.25% No change 14,946 $516K
Meritas Wealth Management, LLC 0.32% Add +1.2% 14,895 $514K
Magnolia Capital Management Ltd. 0.41% No change 14,895 $514K
Ramirez Asset Management, Inc. 0.10% No change 14,827 $512K
Fragasso Financial Advisors Inc 0.04% Reduce -1.8% 14,817 $512K
Delta Investment Management, LLC 0.10% Reduce -62.1% 14,769 $510K
Blackston Financial Advisory Group, LLC 0.26% Add +105.5% 14,747 $509K
Relyea Zuckerberg Hanson LLC 0.08% Reduce -1.1% 14,664 $506K
HBK Sorce Advisory LLC 0.02% Reduce -1.6% 14,627 $505K
FRG Family Wealth Advisors LLC 0.09% No change 14,610 $504K
Bristlecone Advisors, LLC 0.04% Reduce -23.4% 14,606 $504K
Wolverine Trading, LLC 0.01% Reduce -4.2% 14,601 $504K
Platform Technology Partners 0.16% Reduce -0.6% 14,577 $503K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -0.9% 14,513 $501K
CWA Asset Management Group, LLC 0.03% — 14,457 $499K
Towne Trust Company, N.A 0.18% Add +5.1% 14,400 $497K
FC Advisory LLC 0.17% No change 14,400 $497K
Howard Bailey Securities, LLC 0.19% — 14,387 $497K
CX Institutional 0.02% Reduce -84.4% 14,341 $495K
Alpha Family Trust 0.28% No change 14,320 $494K
Money Concepts Capital Corp. 0.04% Add +23.9% 14,312 $494K
Belmont Capital, LLC 0.08% No change 14,291 $493K
Cidel Asset Management Inc. 0.03% No change 14,200 $490K
Silver Oak Advisory Group, Inc. 0.25% No change 14,169 $489K
Marathon Capital Management 0.12% No change 14,048 $485K
Sendero Wealth Management, LLC 0.08% No change 14,022 $484K
Harvey Investment Co. LLC 0.05% No change 13,986 $483K
Avantax Planning Partners, Inc. 0.02% Reduce -13.6% 13,957 $482K
Becker Capital Management Inc. 0.02% Reduce -0.4% 13,936 $481K
Davis R M Inc. 0.01% Reduce -3.6% 13,907 $480K
Everett Harris & Co. 0.01% No change 13,877 $479K
NBT Bank, N.A. 0.03% Reduce -7.2% 13,852 $478K
Mountain Pacific Investment Advisers LLC 0.03% No change 13,800 $477K
Holderness Investments Co. 0.10% Reduce -2.2% 13,778 $476K
GC Wealth Management RIA, LLC 0.08% Reduce -1.5% 13,777 $476K
Ransom Advisory, Ltd 0.22% No change 13,700 $473K
Tudor Financial Inc. 0.29% — 13,689 $473K
Alpha Omega Wealth Management LLC 0.09% Reduce -0.4% 13,655 $472K
Moloney Securities Asset Management, LLC 0.06% No change 13,537 $467K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -4.3% 13,492 $466K
Trust Point Inc. 0.03% Reduce -21.9% 13,378 $462K
Integrated Advisors Network LLC 0.02% Reduce -48.8% 13,232 $457K
RCS Financial Planning, LLC 0.25% No change 13,184 $455K
Stonegate Investment Group, LLC 0.01% Add +1.5% 13,164 $455K
Traphagen Investment Advisors LLC 0.05% Add +0.3% 13,155 $454K
SkyOak Wealth, LLC 0.10% Reduce -51.0% 13,100 $452K
Brass Tax Wealth Management, Inc. 0.10% Add +4.1% 13,076 $452K
Woodward Diversified Capital, LLC 0.29% Reduce -1.6% 13,060 $451K
Latitude Advisors, LLC 0.26% Add +0.0% 13,050 $451K
Brandywine Oak Private Wealth LLC 0.04% Reduce -2.4% 13,021 $450K
Canal Capital Management, LLC 0.07% Add +0.1% 13,018 $450K
Jackson, Grant Investment Advisers, Inc. 0.17% Reduce -46.5% 12,990 $449K
Gables Capital Management Inc. 0.23% No change 12,950 $447K
Morningstar Investment Services LLC 0.00% Add +84.2% 12,771 $441K
Patton Albertson Miller Group, LLC 0.06% Add +0.4% 12,748 $440K
Venturi Wealth Management, LLC 0.02% Reduce -17.1% 12,745 $440K
Cyndeo Wealth Partners, LLC 0.03% Add +4.0% 12,735 $440K
Joel Isaacson & Co., LLC 0.02% Reduce -7.2% 12,726 $439K
Trustmark Bank Trust Department 0.03% Reduce -12.4% 12,708 $439K
Bangor Savings Bank 0.04% Add +22.5% 12,605 $435K
Edmonds Duncan Registered Investment Advisors, LLC 0.10% No change 12,600 $435K
McLean Asset Management Corp 0.13% Add +0.8% 12,572 $434K
Evergreen Capital Management LLC 0.01% Add +1.7% 12,535 $433K
Deseret Mutual Benefit Administrators 0.22% Reduce -5.7% 12,351 $426K
Northwest Bancshares, Inc. 0.07% Reduce -1.6% 12,351 $426K
Borer Denton & Associates, Inc. 0.15% Add +46.3% 12,349 $426K
Waldron Private Wealth LLC 0.02% Reduce -1.3% 12,322 $425K
FWG Holdings, LLC 0.21% Add +5.6% 12,788 $425K
Elgethun Capital Management 0.10% No change 12,310 $425K
Olde Wealth Management, LLC 0.15% No change 12,300 $424K
Sterling Capital Management LLC 0.01% — 12,256 $423K
9258 Wealth Management, LLC 0.06% No change 12,184 $421K
Successful Portfolios LLC 0.28% Reduce -1.0% 12,096 $418K
Shufro Rose & Co. LLC 0.03% No change 12,400 $415K
Brophy Wealth Management, LLC 0.15% — 12,000 $414K
Graypoint LLC 0.03% Reduce -3.6% 12,000 $414K
Sunpointe, LLC 0.34% Reduce -0.6% 11,971 $413K
Kiley Juergens Wealth Management, LLC 0.11% No change 11,944 $412K
Raleigh Capital Management Inc. 0.16% Reduce -9.9% 11,940 $412K
Compass Financial Group, INC 0.08% No change 11,930 $412K
Barry Investment Advisors, LLC 0.13% Add +0.4% 11,917 $411K
Mutual Advisors, LLC 0.01% Add +8.3% 12,431 $411K
Federated Hermes, Inc. 0.00% Reduce -59.2% 11,913 $411K
Courier Capital LLC 0.03% No change 11,907 $411K
Everpar Advisors LLC 0.21% Reduce -5.0% 11,870 $410K
Wallace Hart LLC 0.31% No change 11,847 $409K
Founders Financial Alliance, LLC 0.11% Add +0.1% 11,847 $409K
Mayflower Financial Advisors, LLC 0.06% Reduce -0.2% 11,817 $408K
Avior Wealth Management, LLC 0.02% Add +2.5% 11,790 $407K
Dakota Wealth Management 0.01% Add +21.9% 11,778 $407K
Occudo Quantitative Strategies LP 0.07% New 11,729 $405K
nVerses Capital, LLC 0.18% Add +1.7% 11,700 $404K
Sowell Financial Services LLC 0.02% Reduce -8.1% 11,711 $404K
Global Retirement Partners, LLC 0.01% Reduce -17.8% 11,684 $403K
Lynch & Associates 0.09% No change 11,673 $403K
Austin Private Wealth, LLC 0.04% Add +3.8% 11,647 $402K
Simon Quick Advisors, LLC 0.03% Add +5.2% 11,645 $402K
Strategic Financial Services, Inc. 0.02% No change 11,591 $400K
Jane Street Group, LLC 0.00% Reduce -96.8% 11,526 $398K
TriaGen Wealth Management LLC 0.13% No change 11,524 $398K
Wealth Alliance Advisory Group, LLC 0.08% No change 11,520 $398K
AlTi Global, Inc. 0.01% Add +67.1% 11,514 $398K
Clear Creek Financial Management, LLC 0.04% Add +5.8% 11,507 $397K
Caitlin John, LLC 0.26% No change 10,875 $397K
Key Client Fiduciary Advisors, LLC 0.18% No change 11,478 $396K
Capital Asset Advisory Services LLC 0.02% Reduce -10.8% 11,697 $396K
Westbourne Investment Advisors, Inc. 0.14% Add +0.8% 11,470 $396K
Elser Financial Planning, Inc 0.57% Add +0.7% 11,437 $395K
SOL Capital Management CO 0.04% No change 11,400 $394K
Tufton Capital Management 0.07% Add +0.6% 11,408 $394K
Formidable Asset Management, LLC 0.06% Reduce -3.7% 11,369 $393K
Kaydan Wealth Management, Inc. 0.12% No change 11,349 $392K
Marion Wealth Management 0.10% No change 11,340 $392K
Souders Financial Advisors 0.05% No change 11,332 $391K
Nicolet Advisory Services, LLC 0.04% Add +0.8% 11,465 $391K
Westmount Partners, LLC 0.12% Add +0.3% 11,319 $391K
Virtue Capital Management, LLC 0.08% Reduce -6.9% 11,317 $391K
One Wealth Advisors, LLC 0.06% New 11,306 $390K
Financial Advisors, LLC 0.07% No change 11,289 $390K
Capital Investment Counsel, Inc 0.06% No change 11,286 $390K
IMS Capital Management 0.17% No change 11,201 $387K
Meridian Wealth Management, LLC 0.02% New 11,197 $387K
Allegheny Financial Group 0.09% Add +0.8% 11,108 $384K
Sepio Capital, LP 0.03% Reduce -1.4% 11,105 $383K
First Nebraska Trust Co 0.04% No change 11,100 $383K
Hendley & Co. Inc. 0.13% Reduce -1.8% 11,035 $381K
Terra Nova Asset Management LLC 0.28% Add +0.0% 11,032 $381K
Thompson Siegel & Walmsley LLC 0.01% No change 10,983 $379K
Kinloch Capital, LLC 0.18% No change 10,947 $378K
Collective Family Office LLC 0.10% Reduce -9.6% 10,909 $377K
Kozak & Associates, Inc. 0.09% Add +0.3% 10,569 $375K
CM Wealth Advisors LLC 0.12% No change 10,800 $373K
JNBA Financial Advisors 0.04% No change 10,786 $372K
Kitching Partners, LLC 0.50% Add +0.3% 10,764 $372K
Northwest Investment Counselors, LLC 0.08% Reduce -17.7% 10,762 $372K
Chicago Partners Investment Group LLC 0.01% Reduce -0.1% 11,060 $372K
180 Wealth Advisors, LLC 0.06% Reduce -1.6% 10,752 $371K
New Century Financial Group, LLC 0.14% Add +22.0% 10,751 $371K
Fagan Associates, Inc. 0.06% Reduce -11.6% 10,725 $370K
Financial Council, LLC 0.19% New 10,677 $369K
Brooklyn Investment Group 0.12% Reduce -4.9% 10,651 $368K
Smith & Howard Wealth Management, LLC 0.10% No change 10,644 $368K
Cornerstone Wealth Management, LLC 0.03% Reduce -3.0% 10,640 $367K
Peregrine Asset Advisers, Inc. 0.13% No change 10,639 $367K
Northstar Advisory Group, LLC 0.19% Add +46.5% 10,616 $367K
AIA Group Ltd 0.01% No change 10,573 $365K
Sound Income Strategies, LLC 0.02% Add +0.6% 10,554 $364K
Goelzer Investment Management, Inc. 0.02% No change 10,523 $363K
Wallace Advisory Group, LLC 0.27% Reduce -3.2% 10,853 $363K
EverSource Wealth Advisors, LLC 0.02% Add +2.6% 10,491 $362K
Ostrum Asset Management 0.03% Add +1.2% 10,466 $361K
Garner Asset Management Corp 0.12% Add +0.0% 10,402 $359K
Frisch Financial Group, Inc. 0.11% Add +0.1% 10,385 $359K
Armstrong Advisory Group, Inc. 0.03% Reduce -6.5% 10,369 $358K
Montag A & Associates Inc. 0.02% No change 10,350 $357K
Legacy Financial Advisors, Inc. 0.06% Add +23.3% 10,339 $357K
SeaCrest Wealth Management, LLC 0.04% Add +2.4% 10,227 $353K
Northeast Financial Consultants Inc 0.02% No change 10,200 $352K
Pavion Blue Capital, LLC 0.16% No change 10,146 $350K
Avestar Capital, LLC 0.04% Add +1.7% 10,140 $350K
GeoWealth Management, LLC 0.01% Reduce -4.6% 10,095 $349K
Concord Wealth Partners 0.06% Add +0.9% 10,078 $348K
Altfest L J & Co. Inc. 0.05% No change 10,064 $348K
Park Edge Advisors, LLC 0.10% No change 10,032 $346K
Glen Eagle Advisors, LLC 0.06% No change 9,998 $345K
West Branch Capital LLC 0.12% Add +0.3% 9,985 $345K
Prossimo Advisors, LLC 0.25% Add +3.1% 9,945 $343K
Estabrook Capital Management 0.05% No change 9,875 $341K
Johnson Financial Group, Inc. 0.02% Reduce -3.9% 9,867 $341K
Curran Financial Partners, LLC 0.10% No change 9,840 $340K
Mill Creek Capital Advisors, LLC 0.01% Reduce -48.5% 9,839 $340K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +0.0% 9,786 $338K
Cooper Financial Group 0.04% Add +0.6% 9,777 $338K
Cullen/Frost Bankers, Inc. 0.00% Add +4.5% 9,754 $337K
Caldwell Trust Co 0.04% Reduce -1.7% 9,746 $337K
Tiemann Investment Advisors, LLC 0.14% Reduce -2.5% 9,685 $334K
Modern Wealth Management, LLC 0.02% Reduce -3.7% 9,684 $334K
Midland Wealth Advisors, LLC 0.02% Reduce -2.5% 9,668 $334K
ORBA Wealth Advisors, L.L.C. 0.17% Reduce -4.1% 9,658 $333K
LWM Advisory Services, LLC 0.25% Reduce -13.8% 9,658 $333K
Armstrong, Fleming & Moore, Inc 0.19% No change 9,630 $333K
Lake Street Private Wealth, LLC 0.05% Reduce -5.2% 9,565 $330K
CENTRAL TRUST Co 0.01% Reduce -7.2% 9,528 $329K
Sittner & Nelson, LLC 0.15% Add +0.1% 9,503 $328K
Forte Capital LLC 0.04% No change 9,480 $327K
Barlow Wealth Partners, LLC 0.04% No change 9,679 $326K
Lion Street Advisors, LLC 0.11% Add +25.6% 9,409 $325K
Dark Forest Capital Management LP 0.04% Add +41.7% 9,380 $324K
Hilltop Holdings Inc. 0.02% New 9,355 $323K
Renaissance Investment Group LLC 0.07% No change 9,350 $323K
JFS Wealth Advisors, LLC 0.02% Reduce -1.9% 9,333 $322K
Advisors Asset Management, Inc. 0.01% Reduce -0.7% 9,163 $316K
MCF Advisors LLC 0.02% Reduce -1.8% 9,113 $315K
Hanson & Doremus Investment Management 0.05% Reduce -1.6% 9,090 $314K
MBB Public Markets I LLC 0.03% Reduce -99.3% 9,090 $314K
Capital Advisors Inc. 0.01% No change 9,041 $312K
Sage Private Wealth Group, LLC 0.25% Reduce -18.5% 9,021 $311K
Ceeto Capital Group, LLC 0.12% No change 9,000 $311K
Shorepoint Capital Partners LLC 0.07% Reduce -12.1% 9,000 $311K
RB Capital Management, LLC 0.08% Reduce -3.7% 9,000 $311K
Ironwood Investment Counsel, LLC 0.05% Reduce -3.6% 9,000 $311K
Angeles Wealth Management, LLC 0.03% Add +2.9% 8,989 $310K
Connors Investor Services Inc. 0.03% Reduce -10.5% 8,985 $310K
Berkshire Asset Management LLC 0.02% No change 9,274 $310K
UNIVEST FINANCIAL Corp 0.02% New 8,976 $310K
IFG Advisors, LLC 0.07% No change 8,976 $310K
Diversified, LLC 0.03% Reduce -29.6% 8,965 $310K
Diversified Enterprises, LLC 0.03% — 8,965 $310K
Smith Anglin Financial, LLC 0.03% Add +0.1% 8,962 $309K
Evermay Wealth Management LLC 0.05% Reduce -1.6% 8,955 $309K
Verdence Capital Advisors LLC 0.02% Add +0.2% 8,929 $308K
Vise Technologies, Inc. 0.04% New 8,923 $308K
Covenant Partners, LLC 0.09% No change 8,886 $307K
HHM Wealth Advisors, LLC 0.04% No change 8,826 $305K
YHB Investment Advisors, Inc. 0.03% Reduce -3.3% 8,817 $304K
Logan Capital Management Inc. 0.01% Add +0.0% 8,790 $304K
Mattern Wealth Management LLC 0.07% No change 8,784 $303K
Main Street Group, LTD 0.13% Add +1.4% 8,745 $302K
Sentry Investment Management LLC 0.13% No change 8,730 $301K
Beacon Investment Advisory Services, Inc. 0.01% Add +20.9% 8,694 $300K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.2% 8,671 $299K
Bank of Hawaii 0.01% Reduce -16.9% 8,655 $299K
FSM Wealth Advisors, LLC 0.08% Add +2.8% 8,652 $299K
Fox Run Management, L.L.C. 0.07% Reduce -52.4% 8,652 $299K
Advisor OS, LLC 0.03% Add +3.0% 8,639 $298K
Davis Capital Management 0.24% No change 8,637 $298K
Advisors Capital Management, LLC 0.00% Add +0.2% 8,640 $298K
Live Oak Private Wealth LLC 0.05% Add +1.3% 8,581 $296K
Eagle Wealth Strategies LLC 0.22% Add +0.1% 8,556 $295K
Texas Yale Capital Corp. 0.01% No change 8,525 $294K
Scissortail Wealth Management, LLC 0.07% Reduce -99.9% 10 $294K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.1% 8,508 $294K
Keel Point, LLC 0.02% Reduce -5.5% 8,501 $294K
Mather Group, Llc. 0.00% Reduce -15.5% 8,489 $293K
Norris Perne & French LLP 0.02% No change 8,486 $293K
Regent Peak Wealth Advisors LLC 0.07% Add +1.9% 8,422 $291K
Drive Wealth Management, LLC 0.08% Reduce -1.5% 8,413 $291K
Mark Sheptoff Financial Planning, LLC 0.15% No change 8,400 $290K
Acute Investment Advisory, LLC 0.17% Reduce -26.1% 8,381 $289K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -24.2% 8,377 $289K
Legacy Edge Advisors, LLC 0.05% New 8,359 $289K
Willner & Heller, LLC 0.26% Add +8.1% 8,339 $288K
CGC Financial Services, LLC 0.12% Add +0.4% 8,332 $288K
Level Four Advisory Services, LLC 0.01% Reduce -4.1% 8,541 $287K
King Luther Capital Management Corp. 0.00% Reduce -0.3% 8,313 $287K
Cutter & CO Brokerage, Inc. 0.06% Add +0.1% 8,278 $286K
CIC Wealth, LLC 0.07% No change 8,265 $285K
Farther Finance Advisors, LLC 0.01% Add +11.4% 8,254 $285K
Aaron Wealth Advisors LLC 0.03% Add +26.4% 8,214 $284K
Foster Dykema Cabot & Partners, LLC 0.02% Add +13.9% 8,200 $283K
Verus Financial Partners, Inc. 0.03% No change 8,192 $283K
Holistic Financial Partners 0.14% Add +9.7% 8,189 $283K
WNY Asset Management, LLC 0.03% Reduce -6.1% 8,183 $283K
HUB Investment Partners, LLC 0.01% Add +5.1% 8,153 $282K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -74.1% 8,122 $280K
LexAurum Advisors, LLC 0.06% Reduce -1.5% 8,112 $280K
Tyche Wealth Partners LLC 0.06% Reduce -1.2% 8,104 $280K
Steigerwald, Gordon & Koch Inc. 0.03% Add +0.0% 8,058 $278K
Aprio Wealth Management, LLC 0.04% New 8,051 $278K
Gratus Wealth Advisors, LLC 0.04% Add +0.1% 8,191 $276K
Baldwin Investment Management, LLC 0.03% No change 7,973 $275K
Alhambra Investment Management LLC 0.14% No change 7,950 $275K
Centaurus Financial, Inc. 0.02% Reduce -1.4% 7,930 $274K
Baron Silver Stevens Financial Advisors, LLC 0.05% No change 7,935 $274K
Exchange Bank 0.22% No change 7,933 $274K
Millburn Ridgefield LLC 0.01% New 7,867 $272K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.4% 7,850 $271K
Lifeworks Advisors, LLC 0.05% Reduce -28.1% 7,819 $270K
Wealth Effects LLC 0.09% Reduce -9.7% 7,810 $270K
Integral Investment Advisors, Inc. 0.07% New 7,800 $269K
Broderick Brian C 0.05% No change 7,800 $269K
Epoch Investment Partners, Inc. 0.00% Reduce -25.2% 7,777 $269K
L2 Asset Management, LLC 0.07% Add +3.5% 7,753 $268K
BNC Wealth Management, LLC 0.10% Reduce -0.4% 7,742 $267K
Badgley Phelps Wealth Managers, LLC 0.01% New 7,717 $266K
Obsidian Personal Planning Solutions LLC 0.14% Add +6.0% 7,911 $266K
Southland Equity Partners LLC 0.06% Add +0.0% 7,690 $266K
CPC Advisors, LLC 0.04% Add +0.6% 7,656 $264K
McCarter Private Wealth Services LLC 0.17% — 7,650 $264K
Bluespring Wealth Management, LLC 0.03% Add +3.9% 7,645 $264K
Baker Tilly Wealth Management, LLC 0.12% Reduce -23.1% 7,645 $264K
Lockerman Financial Group, Inc. 0.45% Add +20.5% 7,628 $263K
Capstone Financial Advisors, Inc. 0.02% Add +0.3% 7,614 $263K
LMG Wealth Partners, LLC 0.06% No change 7,613 $263K
Strategic Blueprint, LLC 0.02% Reduce -28.2% 7,586 $262K
Auxier Asset Management LLC 0.04% No change 7,566 $261K
West Wealth Group, LLC 0.08% Add +0.4% 7,557 $261K
Court Place Advisors, LLC 0.08% No change 7,554 $261K
Cozad Asset Management Inc. 0.02% No change 7,551 $261K
TrinityPoint Wealth, LLC 0.04% Add +0.2% 7,528 $260K
Exchange Traded Concepts, LLC 0.01% Add +255.9% 7,505 $259K
Bison Wealth, LLC 0.04% Reduce -15.3% 7,502 $259K
Pine Haven Investment Counsel, Inc 0.21% No change 7,500 $259K
Norway Savings Bank 0.14% No change 7,500 $259K
Signet Financial Management, LLC 0.03% No change 7,488 $259K
Nebula Research & Development LLC 0.03% Reduce -67.4% 7,485 $258K
Oxford Financial Group, LTD. LLC 0.02% Reduce -18.4% 7,480 $258K
First Financial Bank - Trust Division 0.02% No change 7,458 $258K
Oakworth Capital, Inc. 0.02% Reduce -8.3% 7,446 $257K
HCR Wealth Advisors 0.03% No change 7,446 $257K
Thomasville National Bank 0.02% No change 7,443 $257K
Fort Sheridan Advisors LLC 0.04% No change 7,400 $256K
KCM Investment Advisors LLC 0.01% No change 7,383 $255K
Leonteq Securities AG 0.03% Add +59.6% 7,374 $255K
Claret Asset Management Corp 0.04% Add +0.4% 7,364 $254K
ZWJ Investment Counsel Inc. 0.01% Reduce -3.7% 7,355 $254K
Ridgewood Investments LLC 0.13% Add +0.1% 7,345 $254K
Hazlett, Burt & Watson, Inc. 0.12% No change 7,304 $252K
Lanark Financial, Inc. 0.02% Add +8.3% 7,323 $252K
Mine & Arao Wealth Creation & Management, LLC. 0.12% Add +2.9% 7,293 $252K
Harbour Investments, Inc. 0.01% Reduce -2.3% 7,289 $252K
Allred Capital Management, LLC 0.10% Reduce -15.1% 7,288 $252K
Guidance Capital, Inc. 0.08% Reduce -19.5% 7,344 $251K
Quadrant Private Wealth Management, LLC 0.06% Add +3.3% 7,246 $250K
Broadwater Capital Management LLC 0.18% No change 7,245 $250K
Klingman & Associates, LLC 0.02% Reduce -4.9% 7,224 $249K
Smith, Moore & Co. 0.02% Add +0.2% 7,217 $249K
Brown, Lisle/Cummings, Inc. 0.08% No change 7,209 $249K
Carmichael Hill & Associates, Inc. 0.09% Reduce -6.0% 7,200 $249K
Rock Point Advisors, LLC 0.07% No change 7,200 $249K
L. Roy Papp & Associates, LLP 0.03% No change 7,200 $249K
Fairhaven Wealth Management, LLC 0.08% No change 7,184 $248K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -0.7% 7,169 $248K
Salem Investment Counselors Inc. 0.01% No change 7,154 $247K
Pinion Investment Advisors, LLC 0.10% Add +0.4% 7,141 $247K
First Trust Investment Solutions L.P. 0.03% New 7,104 $245K
Alera Investment Advisors, LLC 0.03% Add +13.2% 7,067 $244K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -0.6% 7,065 $244K
NFJ Investment Group, LLC 0.01% No change 7,037 $243K
ArrowMark Colorado Holdings LLC 0.00% No change 7,020 $242K
Entropy Technologies, LP 0.03% Reduce -96.7% 7,000 $242K
Barr E S & Co. 0.02% No change 7,000 $242K
Jaffetilchin Investment Partners, LLC 0.02% New 6,988 $241K
Belpointe Asset Management LLC 0.01% Reduce -3.9% 6,974 $241K
Financial Advocates Investment Management 0.01% Add +3.2% 6,950 $240K
Patten & Patten Inc. 0.02% Reduce -0.3% 6,937 $240K
Catalina Capital Group, LLC 0.08% Add +12.0% 6,925 $239K
Summit Asset Management, LLC 0.03% Add +0.2% 6,921 $239K
Defender Capital, LLC. 0.08% No change 6,910 $239K
New Potomac Partners, LLC 0.12% No change 6,902 $238K
Claro Advisors Inc. 0.03% Reduce -1.3% 6,901 $238K
Rosenberg Matthew Hamilton 0.06% Reduce -2.0% 6,891 $238K
Madison Asset Management, LLC 0.00% No change 6,888 $238K
Sage Mountain Advisors LLC 0.02% Reduce -12.0% 6,876 $237K
Mirova 0.04% No change 6,853 $237K
Webster Bank, N. A. 0.03% Add +356.7% 6,850 $237K
Quantum Portfolio Management LLC 0.13% Add +2.3% 6,840 $236K
Cornerstone Wealth Group, LLC 0.02% Reduce -3.3% 6,837 $236K
44 Wealth Management LLC 0.08% — 7,028 $236K
Braun-Bostich & Associates Inc. 0.16% Add +1.3% 6,833 $236K
White Pine Capital LLC 0.08% No change 6,808 $235K
Boothbay Fund Management, LLC 0.01% New 6,797 $235K
Zions Bancorporation, N.A. 0.02% Reduce -2.8% 6,793 $235K
Empower Advisory Group, LLC 0.00% Add +2.0% 6,753 $233K
SageView Advisory Group, LLC 0.01% Reduce -11.3% 6,753 $233K
Bill Few Associates, Inc. 0.08% No change 6,751 $233K
Childress Capital Advisors, LLC 0.06% Add +6.3% 6,742 $233K
Rothschild Investment LLC 0.02% Reduce -0.7% 6,714 $232K
Birch Hill Investment Advisors LLC 0.01% No change 6,700 $231K
Atlas Brown,Inc. 0.08% Add +0.8% 6,694 $231K
Selective Wealth Management, Inc. 0.10% No change 6,809 $231K
Middleton & Co. Inc. 0.03% No change 6,675 $230K
GPS Wealth Strategies Group, LLC 0.03% Add +7.3% 6,655 $230K
Carderock Capital Management Inc. 0.05% Reduce -2.9% 6,650 $230K
Summit X, LLC 0.06% Reduce -10.4% 6,837 $229K
Gradient Investments LLC 0.00% Reduce -20.8% 6,592 $228K
Lee Financial Co 0.03% New 6,576 $227K
Red Wave Investments LLC 0.08% Add +1.8% 6,552 $226K
Stanley-Laman Group, Ltd. 0.03% Add +1.3% 6,543 $226K
Oak Thistle LLC 0.07% New 6,539 $226K
Legacy Advisors, LLC 0.02% New 6,523 $225K
Moneywise, Inc. 0.11% No change 6,518 $225K
Strategic Equity Management 0.11% New 6,518 $225K
Fusion Capital, LLC 0.10% Add +0.7% 6,464 $223K
Kowal Investment Group, LLC 0.04% Reduce -4.5% 6,460 $223K
New Capital Management LP 0.06% Reduce -18.1% 6,453 $223K
Burt Wealth Advisors 0.05% Reduce -29.0% 6,437 $222K
Sollinda Capital Management LLC 0.06% New 6,426 $222K
Romano Brothers and Company 0.03% Add +0.0% 6,414 $221K
Asset Dedication, LLC 0.01% Reduce -65.8% 6,403 $221K
Resolute Wealth Strategies, LLC 0.11% Reduce -2.5% 6,394 $221K
FAS Wealth Partners, Inc. 0.02% New 6,390 $221K
TrueWealth Advisors, LLC 0.07% Reduce -24.4% 6,331 $219K
Cantor Fitzgerald Investment Advisors L.P. 0.01% No change 6,325 $218K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% Reduce -14.6% 6,324 $218K
American Institute for Advanced Investment Management, LLP 0.16% No change 6,320 $218K
Beaton Management Co. Inc. 0.11% No change 6,315 $218K
Pathway Financial Advisors LLC 0.06% No change 6,312 $218K
Argent Financial Group, Inc. 0.03% — 6,300 $218K
Greenfield Savings Bank 0.10% New 6,297 $217K
Continental Investors Services, Inc. 0.45% Add +0.3% 6,277 $217K
Bordeaux Wealth Advisors LLC 0.04% New 6,275 $217K
First Heartland Consultants, Inc. 0.02% No change 6,260 $216K
Old Second National Bank of Aurora 0.05% No change 6,250 $216K
Front Row Advisors LLC 0.08% Reduce -15.7% 6,240 $215K
Calydon Capital 0.04% No change 6,437 $215K
Trust Co. of Toledo NA 0.03% Reduce -3.5% 6,220 $215K
Spinnaker Investment Group, LLC 0.05% New 6,215 $215K
Atlas Capital Advisors Inc. 0.03% No change 6,207 $214K
Nelson Capital Management, LLC 0.04% No change 6,200 $214K
J. W. Coons Advisors, LLC 0.04% No change 6,190 $214K
Lakeridge Wealth Management LLC 0.12% Add +0.0% 6,176 $213K
Berger Financial Group, Inc 0.02% Add +1.0% 6,174 $213K
Castle Rock Wealth Management, LLC 0.05% Reduce -7.0% 6,272 $213K
Crawford Investment Counsel Inc. 0.00% Reduce -3.1% 6,150 $212K
Kendall Capital Management 0.07% No change 6,144 $212K
Schneider Downs Wealth Management Advisors, LP 0.04% No change 6,135 $212K
LRI Investments, LLC 0.02% No change 5,931 $211K
Jacobs Levy Equity Management, Inc. 0.00% New 6,119 $211K
McElhenny Sheffield Capital Management, LLC 0.07% Reduce -3.0% 6,108 $211K
Rwa Wealth Partners, LLC 0.00% New 6,104 $211K
Royal Fund Management, LLC 0.01% Reduce -15.7% 6,090 $210K
JT Stratford LLC 0.04% New 6,059 $209K
Cromwell Holdings LLC 0.13% No change 6,041 $209K
Capital Analysts, LLC 0.01% Add +3229.8% 6,027 $208K
Emerald Advisors, LLC 0.03% No change 6,082 $208K
Heartwood Wealth Advisors LLC 0.02% No change 6,005 $207K
Montgomery Investment Management Inc. 0.07% No change 6,000 $207K
Westover Capital Advisors, LLC 0.04% No change 6,000 $207K
Fractal Investments LLC 0.04% No change 6,000 $207K
Country Trust Bank 0.01% No change 6,000 $207K
Schnieders Capital Management LLC 0.04% New 5,999 $207K
First Personal Financial Services 0.04% Add +0.3% 5,970 $206K
Ameritas Advisory Services, LLC 0.01% Reduce -45.9% 5,969 $206K
Valley National Advisers Inc. 0.04% Reduce -29.7% 6,018 $206K
Larson Financial Group LLC 0.01% Add +20.2% 5,957 $206K
Patron Partners, LLC 0.11% Reduce -1.2% 5,942 $205K
Quantitative Investment Management, LLC 0.02% New 5,943 $205K
Rockbridge Investment Management, LCC 0.03% New 5,934 $205K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +0.7% 6,174 $204K
Mindset Wealth Management, LLC 0.08% — 5,912 $204K
Brendel Financial Advisors LLC 0.12% New 5,922 $204K
ARS Investment Partners, LLC 0.02% New 5,880 $203K
RPS Advisory Solutions LLC 0.14% New 5,842 $202K
KPP Advisory Services LLC 0.05% New 5,811 $201K
Alta Advisers Ltd 0.09% No change 5,800 $200K
Banque Cantonale Vaudoise 0.01% Reduce -66.4% 5,776 $199K
Quent Capital, LLC 0.02% Reduce -0.8% 5,540 $191K
CVA Family Office, LLC 0.03% Add +0.1% 5,485 $189K
Paladin Advisory Group, LLC 0.14% No change 5,387 $186K
Richardson Financial Services Inc. 0.11% Add +0.3% 5,178 $173K
Colonial Trust Advisors 0.01% Reduce -26.9% 4,899 $169K
International Assets Investment Management, LLC 0.01% New 4,837 $167K
DT Investment Partners, LLC 0.01% Add +17.0% 4,740 $164K
Elevation Wealth Partners, LLC 0.07% No change 4,734 $163K
Strategic Investment Solutions, Inc. 0.05% Add +7.6% 4,713 $163K
Cassady Schiller Wealth Management, LLC 0.06% No change 4,647 $160K
Perritt Capital Management Inc 0.08% No change 4,514 $156K
Slocum, Gordon & Co LLP 0.06% No change 4,500 $155K
Bray Capital Advisors 0.04% No change 4,455 $154K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 4,350 $150K
Truvestments Capital LLC 0.04% New 4,329 $149K
Perkins Coie Trust Co 0.03% No change 4,148 $143K
Chelsea Counsel Co. 0.07% No change 4,100 $142K
Atlantic Edge Private Wealth Management, LLC 0.04% Reduce -34.0% 3,875 $134K
Union Savings Bank 0.06% No change 3,800 $131K
Bruce G. Allen Investments, LLC 0.10% Add +1.8% 3,760 $130K
Core Alternative Capital 0.02% No change 3,702 $128K
TD Capital Management LLC 0.01% No change 3,645 $126K
Catalyst Funds Management Pty Ltd 0.03% Reduce -59.8% 3,300 $114K
Hexagon Capital Partners LLC 0.02% Add +3.4% 3,274 $113K
Financial Management Professionals, Inc. 0.01% No change 3,267 $113K
McIlrath & Eck, LLC 0.01% No change 3,270 $113K
Gen-Wealth Partners Inc 0.05% Add +21.0% 3,308 $111K
Dunhill Financial, LLC 0.06% Add +7.5% 3,177 $110K
Trifecta Capital Advisors, LLC 0.02% No change 3,117 $108K
Princeton Global Asset Management LLC 0.02% Add +91.3% 3,061 $106K
Mb, Levis & Associates, LLC 0.05% No change 3,034 $105K
Fortis Group Advisors, LLC 0.02% No change 3,015 $104K
Accent Capital Management, LLC 0.06% No change 3,000 $104K
Kimelman & Baird, LLC 0.01% Reduce -63.0% 3,000 $104K
Covestor Ltd 0.06% Add +7.4% 2,953 $102K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.2% 2,933 $101K
Plante Moran Financial Advisors, LLC 0.01% Reduce -7.9% 2,822 $97K
CNB Bank 0.04% No change 2,794 $96K
Washington Trust Advisors, Inc. 0.01% No change 2,760 $95K
MV Capital Management, Inc. 0.01% Reduce -1.1% 2,731 $94K
Clearstead Trust, LLC 0.02% Add +0.4% 2,723 $94K
Proffitt & Goodson Inc. 0.01% No change 2,641 $91K
Capital Advisors, Ltd. LLC 0.01% Add +4.0% 2,542 $88K
DHJJ Financial Advisors, Ltd. 0.03% No change 2,541 $88K
Catalyst Capital Advisors LLC 0.00% Add +31.6% 2,522 $87K
Beaird Harris Wealth Management, LLC 0.01% Add +6689.2% 2,512 $87K
Coppell Advisory Solutions LLC 0.01% Add +6.8% 2,503 $86K
Hemington Wealth Management 0.02% New 2,500 $84K
Ashton Thomas Securities, LLC 0.02% New 2,417 $83K
MRP Capital Investments, LLC 0.08% New 2,400 $83K
Riverview Trust Co 0.07% Add +1.6% 2,365 $82K
Key Financial Inc 0.02% Add +0.8% 2,361 $82K
Oliver Lagore Vanvalin Investment Group 0.02% Add +0.0% 2,317 $80K
Mondrian Investment Partners LTD 0.00% No change 2,312 $80K
Planning Capital Management Corp 0.05% Add +16.4% 2,237 $77K
Silvant Capital Management LLC 0.00% No change 2,199 $76K
Gleason Group, Inc. 0.01% Add +0.4% 2,186 $75K
Avalon Trust Co 0.01% New 2,160 $75K
Provenance Wealth Advisors, LLC 0.01% No change 2,096 $72K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 2,080 $72K
Financial Perspectives, Inc 0.02% Add +0.2% 2,052 $71K
Arax Advisory Partners 0.01% Add +0.8% 2,047 $71K
WFA Asset Management Corp 0.04% Reduce -5.3% 2,001 $69K
Financial Network Wealth Advisors LLC 0.06% Add +0.3% 1,962 $68K
Kelly Lawrence W & Associates Inc. 0.02% No change 1,950 $67K
Kennebec Savings Bank 0.07% — 1,939 $67K
Riggs Asset Managment Co. Inc. 0.02% No change 1,935 $67K
Baldwin Wealth Partners LLC 0.00% Add +6.8% 1,928 $67K
Transamerica Financial Advisors, LLC 0.01% New 1,910 $66K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,847 $64K
Nemes Rush Group LLC 0.01% No change 1,713 $64K
CarsonAllaria Wealth Management, Ltd. 0.04% Add +0.1% 1,832 $63K
Operose Advisors LLC 0.02% No change 1,816 $63K
Acima Private Wealth, LLC 0.02% No change 1,800 $62K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Reduce -33.3% 1,800 $62K
State of Wyoming 0.01% Reduce -75.4% 1,778 $61K
GW&K Investment Management, LLC 0.00% Add +12.4% 1,753 $61K
Capstone Investment Advisors, LLC 0.00% Reduce -85.6% 1,745 $60K
Darwin Wealth Management, LLC 0.02% New 1,694 $58K
Frazier Financial Advisors, LLC 0.04% No change 1,640 $57K
CoreFirst Bank & Trust 0.03% New 1,599 $55K
Arcadia Investment Management Corp. 0.01% Reduce -24.2% 1,564 $54K
Versant Capital Management, Inc 0.01% Add +4.3% 1,521 $53K
CBIZ Investment Advisory Services, LLC 0.00% No change 1,483 $51K
Godsey & Gibb, Inc. 0.00% No change 1,381 $48K
Rise Advisors, LLC 0.02% Add +0.4% 1,371 $47K
Financial Connections Group, Inc. 0.02% Add +1858.6% 1,371 $47K
One River Asset Management, LLC 0.05% New 1,332 $46K
West Paces Advisors Inc. 0.01% Reduce -10.2% 1,320 $46K
FSA Wealth Management LLC 0.02% — 1,254 $43K
Jamison Private Wealth Management, Inc. 0.01% Add +33.7% 1,253 $43K
Private Wealth Management Group, LLC 0.02% Add +0.9% 1,251 $43K
Annapolis Financial Services, LLC 0.01% No change 1,233 $43K
Voisard Asset Management Group, Inc. 0.02% Add +7.9% 1,212 $42K
Peoples Bank 0.03% No change 1,200 $41K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -47.6% 1,175 $41K
Motco 0.00% Add +254.2% 1,137 $39K
Peterson Wealth Services 0.01% New 1,125 $39K
Salomon & Ludwin, LLC 0.00% Reduce -76.9% 1,125 $39K
Empirical Asset Management, LLC 0.01% Reduce -7.2% 35,535 $39K
Uncommon Cents Investing LLC 0.01% New 1,113 $38K
Cape Investment Advisory, Inc. 0.02% Add +5.9% 1,112 $38K
Fortitude Family Office, LLC 0.02% Add +43.4% 1,110 $38K
Kiely Wealth Advisory Group, Inc. 0.02% No change 1,050 $38K
American National Bank & Trust 0.00% No change 1,101 $38K
Avion Wealth 0.01% Add +1.8% 1,095 $37K
TFC Financial Management, Inc. 0.01% Add +0.9% 1,058 $37K
Barrett & Company, Inc. 0.02% No change 1,046 $36K
Addison Advisors LLC 0.01% Add +348.5% 1,045 $36K
Clean Yield Group 0.01% No change 1,029 $36K
Tortoise Investment Management, LLC 0.00% No change 1,005 $35K
Park Place Capital Corp 0.01% No change 1,002 $35K
Burkett Financial Services, LLC 0.01% Add +0.4% 996 $34K
Rational Advisors, Inc. 0.00% Reduce -15.4% 983 $34K
Pension & Wealth Management Advisors, Inc. 0.02% New 958 $33K
Carolinas Wealth Consulting LLC 0.01% Add +3.6% 917 $32K
Fairscale Capital, LLC 0.03% No change 900 $31K
Bellevue Asset Management, LLC 0.02% No change 900 $31K
Morton Brown Family Wealth, LLC 0.01% New 900 $31K
ORG Partners LLC 0.01% Reduce -74.2% 900 $31K
Quarry LP 0.01% Add +33.0% 862 $30K
WFA of San Diego, LLC 0.02% No change 846 $29K
Prestige Wealth Management Group LLC 0.01% No change 846 $29K
Valued Wealth Advisors LLC 0.02% Reduce -21.0% 843 $29K
Beacon Capital Management, LLC 0.00% Add +19.1% 841 $29K
Thompson Investment Management, Inc. 0.00% No change 825 $28K
Caldwell Sutter Capital, Inc. 0.01% No change 821 $28K
Coston, McIsaac & Partners 0.01% Add +0.2% 825 $28K
Cornerstone Planning Group LLC 0.01% Reduce -7.1% 836 $28K
Monetary Management Group Inc. 0.01% Reduce -55.6% 800 $28K
Painted Porch Advisors LLC 0.01% No change 781 $27K
Itau Unibanco Holding S.A. 0.00% No change 772 $27K
Valley Wealth Managers, Inc. 0.00% Add +177.8% 750 $26K
Pacific Center for Financial Services 0.01% No change 720 $25K
REAP Financial Group, LLC 0.01% Add +56.0% 719 $25K
Glass Jacobson Investment Advisors llc 0.01% No change 689 $24K
Mascoma Wealth Management LLC 0.01% No change 681 $24K
Silicon Valley Capital Partners 0.00% Add +0.5% 674 $23K
FinTrust Capital Advisors, LLC 0.00% No change 645 $22K
Highline Wealth Partners LLC 0.01% Add +26.4% 631 $22K
Altshuler Shaham Ltd 0.00% New 615 $21K
AlphaMark Advisors, LLC 0.01% No change 600 $21K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +451.4% 612 $21K
Peoples Financial Services Corp. 0.01% No change 600 $21K
Trust Co 0.00% No change 588 $20K
Alpine Bank Wealth Management 0.00% — 581 $20K
Pin Oak Investment Advisors Inc. 0.02% No change 600 $20K
Plato Investment Management Ltd 0.00% No change 570 $20K
TruNorth Capital Management, LLC 0.01% Add +41.4% 543 $19K
Legacy Investment Solutions, LLC 0.01% — 477 $17K
Legacy Wealth Managment, LLC 0.01% — 477 $17K
Atlantic Private Wealth, LLC 0.01% New 500 $17K
Raffa Wealth Management, LLC 0.00% No change 488 $17K
Bell Investment Advisors, Inc 0.00% No change 461 $16K
Optiver Holding B.V. 0.00% New 456 $16K
PSI Advisors, LLC 0.00% Add +0.4% 453 $16K
Nordwand Advisors, LLC 0.00% No change 450 $16K
Game Plan Financial Advisors, LLC 0.01% Add +0.5% 448 $15K
Hollencrest Capital Management 0.00% No change 447 $15K
Eagle Bay Advisors LLC 0.01% No change 430 $15K
Signature Resources Capital Management, LLC 0.01% No change 411 $14K
AllSquare Wealth Management LLC 0.01% No change 400 $14K
Chesapeake Asset Management LLC 0.01% Add +2.8% 399 $14K
Lowe Wealth Advisors, LLC 0.01% No change 396 $14K
Peterson Financial Group, Inc. 0.05% New 389 $13K
Pathway Financial Advisers, LLC 0.01% Add +3325.7% 459,006 $13K
Sachetta, LLC 0.01% Reduce -26.7% 378 $13K
Horizon Bancorp Inc. 0.01% No change 363 $13K
Creekmur Asset Management LLC 0.00% No change 356 $12K
Center for Financial Planning, Inc. 0.00% Reduce -50.0% 350 $12K
Gilliland Jeter Wealth Management LLC 0.00% No change 345 $12K
Meeder Asset Management Inc. 0.00% Reduce -70.7% 345 $12K
Creative Capital Management Investments LLC 0.00% No change 340 $12K
Financial Avengers, Inc. 0.01% Add +0.3% 340 $12K
Abound Wealth Management 0.00% Reduce -1.7% 338 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -4.1% 326 $11K
Transcendent Capital Group LLC 0.01% No change 325 $11K
Syntax Research, Inc. 0.01% No change 324 $11K
Earned Wealth Advisors, LLC 0.00% New 316 $11K
IFS Advisors, LLC 0.01% No change 315 $11K
Partnership Wealth Management, LLC 0.01% No change 300 $10K
Tsfg, LLC 0.00% No change 290 $10K
HighMark Wealth Management LLC 0.01% Reduce -6.6% 285 $10K
Tidemark, LLC 0.00% No change 282 $10K
Hobbs Group Advisors, LLC 0.00% No change 270 $9K
Wiser Advisor Group LLC 0.01% Reduce -58.8% 267 $9K
Pineridge Advisors LLC 0.00% No change 263 $9K
Ascentis Independent Advisors 0.00% New 263 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -7.5% 259 $9K
Arrow Financial Corp 0.00% No change 252 $9K
Ruedi Wealth Management, Inc. 0.00% Reduce -34.7% 239 $8K
Lummis Asset Management, LP 0.01% No change 229 $8K
Flaharty Asset Management, LLC 0.00% New 225 $8K
Beach Investment Counsel Inc. 0.00% No change 210 $7K
Aspect Partners, LLC 0.00% No change 201 $7K
TCTC Holdings, LLC 0.00% No change 200 $7K
First Financial Corp. 0.00% No change 198 $7K
SJS Investment Consulting Inc. 0.00% Add +2.3% 181 $6K
WR Wealth Planners, LLC 0.00% No change 170 $6K
Red Tortoise LLC 0.00% No change 169 $6K
Wolff Wiese Magana LLC 0.00% No change 153 $5K
Livelsberger Financial Advisory 0.11% New 151 $5K
Penserra Capital Management LLC 0.00% Add +1.9% 165 $5K
Cedar Wealth Management, LLC 0.00% No change 144 $5K
Semmax Financial Advisors Inc. 0.00% Reduce -33.0% 134 $5K
Richard W. Paul & Associates, LLC 0.00% No change 128 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 124 $4K
Oarsman Capital, Inc. 0.00% New 108 $4K
Global Trust Asset Management, LLC 0.00% No change 100 $3K
Pacific Capital Wealth Advisors, Inc. 0.00% New 96 $3K
True Wealth Design, LLC 0.00% Reduce -1.4% 73 $3K
Arlington Trust Co LLC 0.00% New 60 $2K
Claris Advisors, LLC / Mo / 0.00% New 59 $2K
Global Financial Private Client, LLC 0.00% No change 42 $1K
Strengthening Families & Communities, LLC 0.00% No change 42 $1K
Hilltop National Bank 0.00% No change 40 $1K
JDM Financial Group LLC 0.00% New 36 $1K
Chilton Capital Management LLC 0.00% No change 34 $1K
Nvwm, LLC 0.00% Add +20.0% 30 $1K
Planned Solutions, Inc. 0.00% New 29 $1K
1620 Investment Advisors, Inc. 0.00% New 26 $906
Bogart Wealth, LLC 0.00% No change 25 $858
ClariVest Asset Management LLC 0.00% No change 22 $727
Horizon Financial Services, LLC 0.00% No change 20 $691
New Millennium Group LLC 0.00% No change 6 $223
Mendota Financial Group, LLC 0.00% New 6 $208
Rakuten Securities, Inc. 0.00% New 1 $35
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 13 $0

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