CSXCSX

13F holders, Q1 2026 (March 31)
1,875holders +60
174new positions
117sold out
13famous investors
$40.95avg. 13F price*

At the end of Q1 2026, 1,875 institutions reported holding CSX Corp. (CSX) in their 13F filings, up 60 from Q4 2025. 174 opened new positions and 117 sold out. The largest holders were BlackRock, Inc. ($6.6B), Vanguard Capital Management LLC ($5.0B) and State Street Corp. ($3.7B). 13 famous investors held it, including Andreas Halvorsen (2.1% of Viking Global Investors's portfolio), Ray Dalio (0.4% of Bridgewater Associates's portfolio) and Ken Fisher (0.4% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions174$265.5M
Exits117$663.0M

All 13F filers, Q4 2025 → Q1 2026: 123,470,553 shares bought and 98,195,564 shares sold, net +25,274,989 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,875 holders

BlackRock, Inc. 0.12% Add +12.4% 160,205,035 $6.6B
Vanguard Capital Management LLC 0.12% — 120,833,055 $5.0B
State Street Corp. 0.13% Add +1.3% 89,026,070 $3.7B
T. Rowe Price Associates Inc. 0.36% Add +8.1% 76,158,453 $3.1B
Invesco Ltd. 0.23% Reduce -1.9% 58,471,155 $2.4B
Geode Capital Management, LLC 0.11% Add +3.4% 43,866,270 $1.8B
Bank of America Corp. 0.13% Reduce -9.5% 42,161,735 $1.7B
JPMorgan Chase & Co. 0.11% Add +40.2% 39,655,048 $1.6B
Vanguard Portfolio Management LLC 0.08% — 36,563,882 $1.5B
Bank of New York Mellon Corp 0.22% Add +1.2% 28,566,870 $1.2B
Fisher Asset Management 0.38% Add +2.8% 27,247,647 $1.1B
Ameriprise Financial Inc. 0.25% Add +16.7% 26,114,910 $1.1B
Morgan Stanley 0.06% Reduce -4.7% 25,459,167 $1.0B
Dimensional Fund Advisors LP 0.20% Add +0.3% 23,913,357 $981.5M
Royal Bank of Canada 0.15% Add +89.8% 19,867,881 $815.6M
Capital Research Global Investors 0.13% Add +366.3% 19,669,920 $807.4M
Goldman Sachs Group Inc. 0.11% Add +64.8% 19,653,532 $806.8M
Northern Trust Corp. 0.10% Reduce -2.1% 18,883,047 $775.1M
Viking Global Investors 2.14% Add +35.2% 18,678,052 $766.7M
Lazard Asset Management LLC 1.24% Reduce -11.3% 18,333,511 $752.6M
Legal & General Group Plc 0.16% Reduce -1.9% 16,453,681 $675.4M
FMR LLC 0.03% Reduce -15.3% 15,167,196 $622.6M
Deutsche Bank AG 0.19% Add +5.7% 14,219,075 $583.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +8.8% 13,065,792 $536.4M
Charles Schwab Investment Management Inc. 0.08% Add +2.6% 12,645,960 $519.1M
Neuberger Berman Group LLC 0.38% Add +18.9% 12,258,054 $502.8M
Amundi 0.13% Reduce -3.2% 11,732,170 $481.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.65% Add +18.1% 11,649,168 $478.2M
Victory Capital Management Inc. 0.30% Reduce -5.8% 11,386,620 $467.4M
Vanguard Fiduciary Trust Co. 0.11% — 10,470,912 $429.8M
American Century Companies Inc. 0.22% Reduce -0.5% 10,470,014 $429.8M
UBS Group AG 0.07% Reduce -17.4% 9,963,685 $409.0M
Alliancebernstein L.P. 0.13% Reduce -9.1% 10,902,961 $395.2M
Cohen & Steers, Inc. 0.59% Reduce -0.6% 8,229,214 $337.8M
Nuveen, LLC 0.09% Add +26.8% 8,075,699 $331.5M
FIL Ltd 0.23% Add +152.5% 7,301,800 $299.7M
Adage Capital Partners Gp, L.L.C. 0.45% Add +84.9% 7,085,533 $290.9M
Capital World Investors 0.03% Reduce -44.4% 5,885,465 $241.6M
Mitsubishi UFJ Trust & Banking Corp 0.58% Reduce -20.9% 5,682,207 $233.3M
National Pension Service 0.17% Reduce -1.5% 5,522,420 $226.7M
Swiss National Bank 0.13% Add +7.0% 5,464,900 $224.3M
Schroder Investment Management Group 0.18% Add +0.3% 5,325,102 $218.6M
Holocene Advisors, LP 0.50% Add +1.5% 4,989,408 $204.8M
HSBC Holdings PLC 0.11% Reduce -6.8% 4,558,136 $186.9M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -4.9% 4,538,988 $186.3M
Perpetual Ltd 2.86% Reduce -5.9% 4,535,052 $186.2M
Barclays PLC 0.07% Reduce -38.2% 4,447,609 $182.6M
Wells Fargo & Company 0.04% Add +1.9% 4,374,408 $179.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +6.8% 4,359,762 $179.0M
Thrivent Financial for Lutherans 0.33% Reduce -16.4% 4,105,291 $168.5M
Vanguard Global Advisers, LLC 0.09% — 4,078,402 $167.4M
National Bank of Canada 0.17% Add +49.2% 3,941,319 $161.8M
Maj Invest Holding A/S 6.48% Reduce -0.4% 3,586,679 $147.2M
Junto Capital Management LP 3.02% Reduce -14.6% 3,461,214 $142.1M
California Public Employees Retirement System 0.09% Reduce -1.5% 3,436,961 $141.1M
Great Lakes Advisors, LLC 1.14% Add +3.8% 3,346,836 $137.4M
Rhumbline Advisers 0.12% Reduce -2.0% 3,292,147 $135.1M
M&G PLC 0.70% Reduce -10.9% 3,230,134 $132.4M
PNC Financial Services Group, Inc. 0.07% Reduce -1.4% 3,032,785 $124.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.11% — 3,005,406 $123.4M
Manufacturers Life Insurance Company, The 0.11% Reduce -16.4% 3,004,183 $123.3M
Point72 Asset Management 0.22% Reduce -62.5% 2,951,597 $121.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.61% Reduce -2.1% 2,937,185 $120.6M
Locust Wood Capital Advisers, LLC 3.23% Reduce -18.2% 2,887,222 $118.5M
Brookfield Corp 0.16% Reduce -1.1% 2,844,708 $116.8M
Raymond James Financial Inc. 0.04% Add +2.4% 2,823,342 $115.9M
Nomura Asset Management International Inc. 0.19% Reduce -39.0% 2,636,625 $108.2M
ProShare Advisors LLC 0.16% Reduce -18.7% 2,630,176 $108.0M
BNP Paribas Financial Markets 0.07% Reduce -44.0% 2,617,265 $107.4M
Caisse de depot et placement du Quebec 0.17% Add +18.6% 2,608,917 $107.1M
California State Teachers Retirement System 0.11% Reduce -3.4% 2,597,169 $106.6M
Aberdeen Group plc 0.17% Add +13.8% 2,523,910 $103.6M
Allianz Asset Management GmbH 0.12% Add +91.1% 2,513,858 $103.2M
Envestnet Asset Management Inc. 0.03% Reduce -6.6% 2,489,247 $102.2M
Citigroup Inc. 0.06% Add +1.2% 2,432,564 $99.9M
Bridgewater Associates 0.44% Add +243.8% 2,375,228 $97.5M
UniSuper Management Pty Ltd 0.63% Add +5.7% 2,342,636 $96.2M
Principal Financial Group Inc. 0.05% Reduce -2.9% 2,281,232 $93.6M
Bank of Montreal 0.04% Reduce -15.9% 2,245,257 $92.2M
Earnest Partners LLC 0.37% Reduce -2.3% 2,213,188 $90.9M
AQR Capital Management 0.04% Reduce -9.3% 2,227,123 $89.6M
First Trust Advisors LP 0.06% Add +20.0% 2,179,125 $89.5M
New York State Common Retirement Fund 0.12% Add +2.9% 2,148,675 $88.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% Reduce -0.7% 2,145,340 $88.0M
Russell Investments Group, Ltd. 0.09% Add +2.3% 2,117,030 $86.8M
Canada Pension Plan Investment Board 0.06% Add +64.9% 2,112,993 $86.7M
TCW Group Inc. 0.65% Add +1.6% 2,095,468 $86.0M
Sei Investments Co. 0.08% Add +24.9% 2,082,874 $85.5M
Prudential Financial Inc. 0.10% Reduce -45.7% 2,075,452 $85.2M
Sound Shore Management Inc 2.75% Reduce -16.6% 2,002,159 $82.2M
Connor, Clark & Lunn Investment Management Ltd. 0.18% Add +3255.8% 1,889,926 $77.6M
Magellan Asset Management Ltd 0.98% Reduce -42.6% 1,847,063 $75.8M
Vanguard Investments Australia, Ltd. 0.22% — 1,815,459 $74.5M
Zacks Investment Management 0.57% Add +0.1% 1,745,792 $71.7M
DekaBank Deutsche Girozentrale 0.12% No change 1,742,129 $71.4M
LPL Financial LLC 0.02% Add +6.5% 1,724,646 $70.8M
Calamos Advisors LLC 0.37% Add +1.8% 1,721,213 $70.7M
Westwood Holdings Group Inc. 0.50% Reduce -3.2% 1,663,178 $68.3M
Westfield Capital Management Co. LP 0.29% Reduce -2.8% 1,658,299 $68.1M
Cartenna Capital, LP 2.95% Add +32.0% 1,650,000 $67.7M
State Board of Administration of Florida Retirement System 0.13% Reduce -0.6% 1,645,184 $67.5M
Primecap Management Co. 0.05% Reduce -25.4% 1,634,900 $67.1M
Aviva PLC 0.11% Add +2.7% 1,622,903 $66.6M
Jane Street Group, LLC 0.07% Add +1182.8% 1,594,949 $65.5M
Jones Financial Companies LLLP 0.03% Add +59.8% 1,635,351 $65.3M
Focus Partners Wealth 0.07% Reduce -18.6% 1,539,044 $63.2M
HighTower Advisors, LLC 0.07% Reduce -1.3% 1,516,455 $62.3M
Crawford Investment Counsel Inc. 1.06% Reduce -2.0% 1,506,701 $61.9M
New York State Teachers Retirement System 0.12% No change 1,406,700 $57.7M
Yaupon Capital Management LP 2.74% Reduce -13.3% 1,352,431 $55.5M
Cibc World Market Inc. 0.10% Reduce -4.6% 1,343,461 $55.1M
Truist Financial Corp. 0.07% Reduce -2.8% 1,300,726 $53.4M
Homestead Advisers Corp 1.42% Reduce -1.1% 1,297,385 $53.0M
NEOS Investment Management LLC 0.27% Add +26.1% 1,287,064 $52.8M
CANADA LIFE ASSURANCE Co 0.09% Add +3.2% 1,242,141 $51.2M
Korea Investment CORP 0.10% Add +13.5% 1,202,718 $49.4M
SG Americas Securities, LLC 0.05% Reduce -15.3% 1,170,841 $48.1M
Natixis Advisors, LLC 0.06% Add +20.7% 1,128,726 $46.3M
Macquarie Group Ltd. 0.27% Reduce -8.5% 1,113,514 $45.7M
Royal London Asset Management Ltd. 0.09% Reduce -1.4% 1,083,769 $44.5M
Pictet Asset Management Holding SA 0.05% Reduce -1.9% 1,067,355 $43.8M
Walleye Capital LLC 0.29% Add +51.9% 1,067,087 $43.8M
State of Wisconsin Investment Board 0.10% Reduce -3.5% 1,050,331 $43.1M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +13.3% 1,004,012 $41.2M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -1.0% 988,305 $40.6M
STRS Ohio 0.16% Reduce -4.6% 981,186 $40.3M
Bank of Nova Scotia 0.07% Reduce -0.3% 971,179 $39.9M
Danske Bank A/S 0.10% Add +0.7% 967,303 $39.7M
Nomura Asset Management Co. Ltd. 0.10% Add +37.2% 961,338 $39.5M
Handelsbanken Fonder AB 0.13% Add +0.1% 937,851 $38.5M
Regions Financial Corp. 0.25% Add +15.5% 935,684 $38.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +3.0% 931,010 $38.2M
Commonwealth Equity Services, LLC 0.05% Add +2.9% 915,709 $37.6M
Duff & Phelps Investment Management Co. 0.39% Add +13.3% 912,188 $37.4M
US Bancorp \de 0.04% Reduce -3.6% 900,551 $37.0M
Partners Group Holding AG 2.71% Reduce -0.8% 892,369 $36.6M
Nisa Investment Advisors, LLC 0.13% Reduce -7.2% 878,088 $36.0M
Jain Global LLC 0.48% Reduce -73.1% 867,293 $35.6M
Gateway Investment Advisers LLC 0.40% Add +0.5% 865,895 $35.5M
Zurich Insurance Group Ltd 0.28% New 860,775 $35.3M
Public Employees Retirement System of Ohio 0.11% Add +0.4% 844,201 $34.7M
APG Asset Management N.V. 0.11% Add +0.1% 958,548 $34.2M
Creative Planning 0.02% Reduce -7.2% 831,813 $34.1M
Ensign Peak Advisors, Inc 0.06% Add +109.3% 824,136 $33.8M
Squarepoint Ops LLC 0.07% Reduce -47.9% 804,176 $33.0M
Treasurer of the State of North Carolina 0.10% Add +2.2% 803,657 $33.0M
Asset Management One Co., Ltd. 0.10% Reduce -0.5% 793,498 $32.6M
TD Asset Management Inc 0.03% Add +1.1% 791,211 $32.5M
Millennium Management 0.03% Add +50.2% 785,934 $32.3M
Encompass Capital Advisors LLC 1.31% New 785,800 $32.3M
Scopus Asset Management, L.P. 1.01% Add +18.9% 785,000 $32.2M
CIBC Asset Management Inc 0.08% Reduce -0.8% 774,605 $31.8M
Citadel Advisors 0.02% Reduce -66.7% 758,301 $31.1M
CIBC Bancorp USA Inc. 0.04% — 746,631 $30.6M
KLP Kapitalforvaltning As 0.12% Add +1.2% 737,516 $30.3M
Quantinno Capital Management LP 0.05% Add +21.6% 711,808 $29.2M
Teacher Retirement System of Texas 0.12% Reduce -6.3% 708,928 $29.1M
State of Tennessee, Department of Treasury 0.10% Add +6.0% 701,720 $28.8M
Mediolanum International Funds Ltd 0.31% New 723,072 $28.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +0.4% 697,199 $28.6M
Toronto Dominion Bank 0.06% Reduce -42.8% 694,750 $28.5M
AE Wealth Management LLC 0.15% Add +0.2% 679,515 $27.9M
Cetera Investment Advisers 0.03% Add +4.7% 658,998 $27.1M
ExodusPoint Capital Management, LP 0.27% Add +25.4% 651,520 $26.7M
Fifth Third Bancorp 0.05% Add +158.8% 646,537 $26.5M
Guggenheim Capital LLC 0.21% Reduce -5.3% 644,038 $26.4M
State of New Jersey Common Pension Fund D 0.10% No change 637,245 $26.2M
Swedbank AB 0.03% Reduce 0.0% 627,759 $25.8M
Stifel Financial Corp. 0.02% Reduce -22.1% 623,406 $25.6M
Van Eck Associates Corp. 0.02% Add +8.6% 616,967 $25.3M
Corient Private Wealth LP 0.04% Reduce -3.0% 641,032 $25.3M
Rockefeller Capital Management L.P. 0.04% Reduce -6.6% 611,189 $25.1M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -6.1% 604,488 $24.8M
WINTON GROUP Ltd 0.86% Add +60.0% 596,109 $24.5M
Resona Asset Management Co.,Ltd. 0.12% Add +1.3% 590,093 $24.1M
Lansforsakringar Fondforvaltning AB (publ) 0.13% Reduce -0.1% 586,512 $24.1M
Wealth Enhancement Advisory Services, LLC 0.05% Add +21.8% 984,773 $23.9M
Aptus Capital Advisors, LLC 0.20% Reduce -2.6% 573,399 $23.5M
Gotham Asset Management 0.07% Add +20.6% 558,367 $22.9M
Susquehanna Portfolio Strategies, LLC 0.34% No change 554,661 $22.8M
Tredje AP-fonden 0.12% New 546,657 $22.4M
Pittenger & Anderson Inc. 0.89% Add +25.2% 545,451 $22.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Add +36.0% 539,433 $22.1M
Carnegie Investment Counsel 0.43% Reduce -0.1% 534,093 $21.9M
Janney Montgomery Scott LLC 0.05% Reduce -5.3% 532,139 $21.8M
State of Michigan Retirement System 0.12% Reduce -0.3% 531,584 $21.8M
Markel Group 0.18% Add +20.4% 530,000 $21.8M
Qube Research & Technologies Ltd 0.03% Reduce -87.3% 523,798 $21.5M
IFM Investors Pty Ltd 0.18% Add +8.3% 522,528 $21.4M
Nissay Asset Management Corp. /Japan 0.11% Add +3.0% 519,080 $21.3M
Daiwa Securities Group Inc. 0.06% Reduce -13.6% 519,036 $21.3M
Heritage Investors Management Corp. 0.64% Reduce -2.8% 516,427 $21.2M
Cerity Partners LLC 0.03% Add +11.7% 510,862 $21.0M
Arizona State Retirement System 0.12% Reduce -2.7% 510,192 $20.9M
Czech National Bank 0.14% Add +3.1% 506,442 $20.8M
TD Waterhouse Canada Inc. 0.06% Add +5.2% 501,173 $20.7M
Renaissance Technologies 0.03% New 503,600 $20.7M
Keybank National Association 0.07% Add +0.0% 482,186 $19.8M
Balyasny Asset Management L.P. 0.04% Reduce -89.1% 478,573 $19.6M
Voya Investment Management LLC 0.02% Reduce -3.1% 473,093 $19.4M
Natixis 0.08% Reduce -49.2% 472,215 $19.4M
Franklin Resources Inc. 0.00% Reduce -17.9% 459,308 $18.9M
Hudson Bay Capital Management LP 0.12% Add +53.4% 452,361 $18.6M
M&T Bank Corp 0.06% Add +0.3% 445,153 $18.3M
O'shaughnessy Asset Management, LLC 0.09% Add +22.3% 442,738 $18.2M
MetLife Investment Management, LLC 0.09% Reduce -2.6% 434,793 $17.8M
DNB Asset Management AS 0.06% Add +10.2% 432,751 $17.8M
Captrust Financial Advisors 0.03% Add +1.9% 431,553 $17.7M
Rafferty Asset Management, LLC 0.07% Reduce -16.5% 430,906 $17.7M
Osaic Holdings, Inc. 0.03% Add +4.3% 430,568 $17.7M
Man Group plc 0.04% Reduce -54.3% 426,065 $17.5M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -0.0% 414,979 $17.0M
Silvercrest Asset Management Group LLC 0.12% Reduce -1.6% 409,563 $16.8M
NewEdge Advisors, LLC 0.06% Add +18.1% 409,321 $16.8M
NorthCrest Asset Manangement, LLC 0.52% Reduce -26.8% 405,751 $16.7M
Founders Capital Management, LLC 2.75% Reduce -0.2% 405,266 $16.6M
MUFG Securities EMEA plc 0.25% Add +427.6% 402,741 $16.5M
Retirement Systems of Alabama 0.05% Reduce -0.3% 394,892 $16.2M
Varma Mutual Pension Insurance Co 0.09% No change 388,464 $15.9M
Vontobel Holding Ltd. 0.05% Reduce -6.7% 384,892 $15.8M
GF Fund Management Co. LTD. 0.26% Reduce -2.9% 381,603 $15.7M
SEB Asset Management AB 0.07% — 381,277 $15.7M
Baird Financial Group, Inc. 0.02% Add +0.7% 377,751 $15.5M
Andra AP-fonden 0.18% Add +79.8% 376,547 $15.5M
D.A. Davidson & Co. 0.09% Reduce -0.1% 375,119 $15.4M
Rakuten Investment Management, Inc. 0.03% Add +11.7% 385,967 $15.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -10.9% 370,250 $15.2M
Tidal Investments LLC 0.05% Add +56.0% 371,662 $15.2M
South Dakota Investment Council 0.29% Reduce -21.3% 366,377 $15.0M
Woodline Partners LP 0.06% Reduce -54.0% 364,328 $15.0M
Swiss Life Asset Management Ltd 0.07% Add +18.8% 322,743 $14.9M
Mercer Global Advisors Inc. 0.02% Reduce -1.2% 361,947 $14.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.14% Reduce -4.9% 358,564 $14.7M
USS Investment Management Ltd 0.06% No change 355,231 $14.6M
Ilmarinen Mutual Pension Insurance Co 0.11% Add +18.5% 354,924 $14.6M
Kestra Advisory Services, LLC 0.05% Add +13.6% 350,232 $14.4M
Midwest Trust Co 0.18% Add +0.7% 346,231 $14.2M
Amalgamated Bank 0.11% Reduce -0.6% 346,185 $14.2M
Blue Sparrow, LLC 0.24% New 340,800 $14.0M
GHP Investment Advisors, Inc. 0.57% Reduce -0.5% 338,279 $13.9M
Eurizon Capital SGR S.p.A. 0.04% Add +5.3% 337,744 $13.8M
Xponance LLC 0.10% Add +18.3% 333,776 $13.7M
MML Investors Services, LLC 0.04% Reduce -18.8% 333,654 $13.7M
CI Investments Inc. 0.07% Add +32.1% 331,537 $13.6M
HM Payson & Co. 0.19% Reduce -0.1% 323,689 $13.3M
TCV Trust & Wealth Management, Inc. 1.10% Reduce -1.4% 320,925 $13.2M
Jacobs Levy Equity Management, Inc. 0.06% New 319,069 $13.1M
Banco Santander, S.A. 0.11% Reduce -0.8% 318,716 $13.1M
Lombard Odier Asset Management (Europe) Ltd 1.07% Reduce -14.0% 317,980 $13.1M
Mariner, LLC 0.01% Reduce -24.1% 310,638 $12.7M
Brown Advisory Inc. 0.02% Reduce -1.0% 309,904 $12.7M
1832 Asset Management L.P. 0.02% Add +3088.5% 308,650 $12.7M
Utah Retirement Systems 0.13% Reduce -1.6% 305,040 $12.5M
DRH Investments, Inc. 10.06% Add +0.5% 301,844 $12.4M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -3.2% 299,800 $12.3M
Wedge Capital Management L L P 0.23% Reduce -1.9% 299,410 $12.3M
Public Sector Pension Investment Board 0.04% Add +23.8% 299,284 $12.3M
Assetmark, Inc. 0.03% Reduce -16.4% 298,896 $12.3M
D. E. Shaw & Co. 0.01% Reduce -85.2% 298,232 $12.2M
Novare Capital Management LLC 0.96% Reduce -1.1% 295,688 $12.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +6.9% 292,699 $12.0M
Police & Firemen's Retirement System of New Jersey 0.10% Add +0.2% 288,814 $11.9M
Compagnie Lombard Odier SCmA 0.14% Reduce -11.5% 285,242 $11.7M
Capitolis Liquid Global Markets LLC 0.07% — 280,068 $11.5M
Cinctive Capital Management LP 0.75% Add +358.3% 279,110 $11.5M
Cohen Capital Management, Inc. 1.78% Add +0.2% 278,830 $11.4M
QRG Capital Management, Inc. 0.12% Add +11.4% 276,515 $11.4M
Moore Capital Management, LP 0.44% Reduce -60.0% 271,609 $11.1M
Federation des caisses Desjardins du Quebec 0.04% Add +3.0% 271,360 $11.1M
Bfsg, LLC 1.03% Reduce -1.3% 265,480 $10.9M
OpenArc Corporate Advisory, LLC 0.16% Add +33.1% 265,125 $10.9M
Erste Asset Management GmbH 0.10% Add +261.2% 273,521 $10.9M
Mackenzie Financial Corp. 0.01% Add +7.0% 264,977 $10.9M
KBC Group NV 0.03% Add +48.8% 264,754 $10.9M
Ausbil Investment Management Ltd 5.38% No change 261,110 $10.8M
Tribune Investment Group LP 7.16% Reduce -25.7% 259,900 $10.7M
New York Life Investment Management LLC 0.09% Add +1.1% 258,899 $10.6M
Tiptree Advisors, LLC 6.13% No change 257,500 $10.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -22.4% 256,632 $10.5M
Empowered Funds, LLC 0.07% New 253,913 $10.4M
State of Alaska, Department of Revenue 0.11% Reduce -0.1% 253,279 $10.4M
Pathstone Holdings, LLC 0.04% Add +0.9% 251,578 $10.3M
Skylands Capital, LLC 1.32% Reduce -6.9% 245,300 $10.1M
Wellington Management Group LLP 0.00% Add +148.4% 244,260 $10.0M
Yousif Capital Management, LLC 0.12% Add +4.2% 243,629 $10.0M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.1% 242,614 $10.0M
Credit Agricole S A 0.03% Reduce -23.5% 239,992 $9.9M
Miller Howard Investments Inc. 0.27% Add +6.8% 238,817 $9.8M
SMA Capital LLC 4.16% Add +17.4% 234,726 $9.6M
Janus Henderson Group PLC 0.00% Reduce -4.1% 233,986 $9.6M
Sit Investment Associates Inc. 0.19% Reduce -16.4% 233,600 $9.6M
Glenmede Trust Co. NA 0.05% Reduce -1.8% 233,276 $9.6M
Oppenheimer Asset Management Inc. 0.11% Add +10.7% 232,556 $9.5M
Glenview Trust Co 0.15% Reduce -5.5% 230,939 $9.5M
Vanguard Personalized Indexing Management, LLC 0.09% Add +0.3% 230,032 $9.4M
Commerce Bank 0.05% Add +23.4% 229,243 $9.4M
iA Global Asset Management Inc. 0.13% Reduce -3.6% 223,198 $9.2M
Acadian Asset Management LLC 0.01% Add +61.6% 221,399 $9.1M
Shelton Capital Management 0.20% Reduce -2.4% 217,356 $8.9M
Louisiana State Employees Retirement System 0.16% Reduce -1.2% 217,000 $8.9M
Gladstone Institutional Advisory LLC 0.32% Add +0.0% 212,976 $8.7M
Oregon Public Employees Retirement Fund 0.12% Reduce -0.2% 212,914 $8.7M
Oppenheimer & Co. Inc. 0.11% Add +4.6% 211,988 $8.7M
New England Asset Management Inc. 1.14% No change 211,850 $8.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -90.3% 210,090 $8.6M
Sanctuary Advisors, LLC 0.05% Add +7.4% 209,370 $8.6M
Cherokee Insurance Co 3.18% No change 204,000 $8.4M
Caisse Des Depots Et Consignations 0.14% Reduce -4.9% 201,664 $8.3M
ING Groep NV 0.05% Reduce -18.2% 200,751 $8.2M
Boothbay Fund Management, LLC 0.19% Add +9.8% 198,191 $8.1M
Mutual of America Capital Management LLC 0.09% Reduce -1.1% 197,842 $8.1M
M. Kulyk & Associates, LLC 1.51% Add +1.3% 196,997 $8.1M
OP Asset Management Ltd 0.08% Reduce -7.6% 192,980 $7.9M
Prudential PLC 0.06% Reduce -29.3% 192,788 $7.9M
SummitTX Capital, L.P. 0.25% New 192,435 $7.9M
&partners 0.04% Reduce -1.2% 191,680 $7.9M
Knights of Columbus Asset Advisors LLC 0.44% Add +1.1% 191,331 $7.9M
Norinchukin Bank, The 0.09% Add +28.6% 191,173 $7.8M
Nordea Investment Management AB 0.01% Add +2.0% 196,333 $7.8M
DAVENPORT & Co LLC 0.04% Add +1.5% 190,854 $7.8M
Jacobs & Co. 0.77% Reduce -18.1% 189,530 $7.8M
VELA Investment Management, LLC 1.94% Reduce -4.9% 182,572 $7.5M
Allstate Corp. 0.08% Add +33.4% 182,568 $7.5M
Schonfeld Strategic Advisors LLC 0.06% Add +56.3% 180,000 $7.4M
Sfmg, LLC 0.50% Add +0.3% 179,362 $7.4M
Pacer Advisors, Inc. 0.02% Reduce -37.6% 178,939 $7.3M
Nomura Holdings Inc. 0.06% Reduce -66.2% 176,443 $7.2M
Scotia Capital Inc. 0.03% Reduce -2.5% 175,772 $7.2M
Walleye Trading LLC 0.15% Reduce -91.8% 172,905 $7.1M
United Capital Financial Advisors, LLC 0.04% Reduce -1.2% 169,860 $7.0M
Robeco Institutional Asset Management B.V. 0.01% Reduce -20.2% 166,066 $6.8M
ASR Vermogensbeheer N.V. 0.08% Add +2.2% 165,828 $6.8M
Van Lanschot Kempen Investment Management N.V. 0.06% No change 164,633 $6.8M
Orion Porfolio Solutions, LLC 0.06% Reduce -3.2% 164,191 $6.7M
Generali Asset Management SPA SGR 0.14% Add +0.7% 163,642 $6.7M
Cwm, LLC 0.02% Add +4.0% 162,957 $6.7M
Capital International, Inc. 0.05% Add +21.9% 162,743 $6.7M
Pinebridge Investments LLC 0.06% Reduce -1.4% 162,570 $6.7M
First Manhattan Co. Llc. 0.02% Add +1.5% 161,768 $6.6M
Geneos Wealth Management Inc. 0.15% Add +0.6% 159,709 $6.6M
Manning & Napier Advisors LLC 0.09% Reduce -12.8% 158,495 $6.5M
Beacon Pointe Advisors, LLC 0.03% Add +41.4% 156,896 $6.4M
AMG National Trust Bank 0.14% Add +13.6% 155,713 $6.4M
Signet Investment Advisory Group, Inc. 2.93% Add +0.9% 155,657 $6.4M
Atom Investors LP 0.45% Reduce -40.3% 154,032 $6.3M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -7.8% 153,557 $6.3M
Atria Investments, Inc 0.07% Add +3.4% 152,302 $6.3M
Jennison Associates LLC 0.00% Add +53.0% 151,485 $6.2M
Teachers Retirement System of the State of Kentucky 0.05% No change 151,454 $6.2M
GMO 0.02% Reduce -38.0% 149,693 $6.1M
Ruffer LLP 0.25% New 148,210 $6.1M
Wealthfront Advisers LLC 0.01% Add +15.1% 147,492 $6.1M
Dana Investment Advisors, Inc. 0.18% Add +57.7% 143,714 $5.9M
Gulf International Bank (UK) Ltd 0.13% Add +48.1% 143,627 $5.9M
Evergreen Capital Management LLC 0.13% Reduce -8.1% 143,136 $5.9M
Ethic Inc. 0.09% Reduce -1.0% 142,277 $5.8M
First National Bank of Omaha 0.18% Reduce -1.2% 141,710 $5.8M
Pinnacle Financial Partners, Inc. 0.04% Reduce -0.9% 140,277 $5.8M
Private Advisor Group, LLC 0.03% Reduce -1.6% 140,180 $5.8M
Jessup Wealth Management, Inc 2.08% Add +5676.1% 138,742 $5.7M
Steward Partners Investment Advisory, LLC 0.03% Add +41.6% 137,878 $5.7M
Harvest Fund Management Co., Ltd 0.24% Reduce -1.2% 137,350 $5.6M
Profund Advisors LLC 0.21% Reduce -16.3% 136,831 $5.6M
Aull & Monroe Investment Management Corp 2.60% Reduce -2.0% 136,185 $5.6M
Caption Management, LLC 0.28% New 135,000 $5.5M
Blair William & Co. 0.02% Reduce -3.2% 134,788 $5.5M
Summit Trail Advisors, LLC 0.08% Add +11.3% 134,247 $5.5M
Canada Post Corp Registered Pension Plan 0.22% Add +38.9% 134,055 $5.5M
Investment Management Corp of Ontario 0.07% Reduce -17.7% 133,242 $5.5M
Butensky & Cohen Financial Security, Inc. 1.44% Add +1.6% 133,082 $5.5M
Vestmark Advisory Solutions, Inc. 0.06% Add +28.4% 132,739 $5.4M
Fayez Sarofim & Co 0.01% No change 132,000 $5.4M
Aventail Capital Group, LP 0.26% Reduce -47.8% 128,634 $5.3M
Wharton Business Group, LLC 0.20% No change 126,685 $5.2M
New England Research & Management, Inc. 2.19% Add +7.6% 126,473 $5.2M
Gold Investment Management Ltd. 1.60% Add +1.1% 125,996 $5.2M
EP Wealth Advisors, LLC 0.03% Reduce -9.5% 123,796 $5.1M
Northwest & Ethical Investments L.P. 0.12% Reduce -1.8% 123,483 $5.1M
Hartford Financial Management Inc. 1.29% Reduce -3.3% 123,231 $5.1M
Composition Wealth, LLC 0.07% Reduce -3.4% 123,124 $5.1M
Stephens Inc. 0.06% Reduce -5.3% 123,074 $5.1M
Crossmark Global Holdings, Inc. 0.07% Reduce -1.2% 122,202 $5.0M
Hantz Financial Services, Inc. 0.08% Reduce -0.9% 121,981 $5.0M
Taproot Management LP 0.94% New 121,823 $5.0M
Ameritas Investment Partners, Inc. 0.15% Reduce -7.1% 121,014 $5.0M
Highland Capital Management, LLC 0.26% Reduce -1.7% 120,745 $5.0M
Journey Advisory Group, LLC 0.42% Reduce -15.8% 119,782 $4.9M
Signaturefd, LLC 0.07% Add +0.2% 119,015 $4.9M
Fca Corp. 1.37% Add +1.7% 118,228 $4.9M
Sage Capital Advisors,llc 1.11% Reduce -0.2% 116,860 $4.8M
AssuredPartners Investment Advisors, LLC 0.52% Add +3.2% 115,599 $4.8M
Glassy Mountain Advisors, Inc. 1.47% Add +1.5% 115,518 $4.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% — 115,080 $4.7M
Clearstead Advisors, LLC 0.04% Add +13.3% 114,717 $4.7M
Rathbones Group PLC 0.02% Add +5.2% 113,321 $4.7M
DCM Advisors, LLC 2.11% Reduce -0.5% 112,895 $4.6M
Mizuho Securities USA LLC 0.11% Reduce -17.1% 112,418 $4.6M
Huntington National Bank 0.03% Reduce -3.3% 112,168 $4.6M
JCIC Asset Management Inc. 1.39% Add +3.3% 110,893 $4.6M
Picton Mahoney Asset Management 0.05% Add +4.3% 110,240 $4.5M
FourThought Financial Partners, LLC 0.39% Add +4.0% 109,989 $4.5M
Cottage Street Advisors LLC 1.95% Add +0.0% 109,625 $4.5M
Arax Advisory Partners 0.13% Add +312.5% 109,221 $4.5M
Hancock Whitney Corp. 0.08% Add +1.6% 98,387 $4.5M
Susquehanna International Group, LLP 0.01% Reduce -73.1% 106,780 $4.4M
GPM Growth Investors, Inc. 1.84% Reduce -0.8% 106,372 $4.4M
Pinnacle Associates Ltd. 0.06% Add +3.0% 105,978 $4.4M
First National Advisers, LLC 0.64% Reduce -13.5% 105,971 $4.4M
Hartford Investment Management Co. 0.14% Reduce -1.5% 105,959 $4.3M
London Co. of Virginia 0.03% No change 105,837 $4.3M
Old West Investment Management, LLC 0.47% New 105,650 $4.3M
Burney Co./ 0.14% Reduce -10.1% 105,236 $4.3M
Laird Norton Wetherby Trust Company, LLC 0.09% Reduce -0.7% 104,748 $4.3M
Kestra Private Wealth Services, LLC 0.05% Reduce -3.2% 104,537 $4.3M
Baker Chad R 0.79% No change 102,000 $4.2M
Bartlett & Co. Wealth Management LLC 0.05% Add +1.1% 93,221 $4.2M
Naples Global Advisors, LLC 0.30% Reduce -0.0% 101,181 $4.2M
HB Wealth Management, LLC 0.03% Add +7.6% 100,707 $4.1M
Lido Advisors, LLC 0.02% Add +6.6% 100,689 $4.1M
Genus Capital Management Inc. 0.47% Add +7.6% 100,500 $4.1M
Johnson Investment Counsel Inc. 0.03% Reduce -0.6% 100,493 $4.1M
Abn Amro Investment Solutions 0.05% Add +14.4% 100,109 $4.1M
Bank Ozk 1.45% Add +4.5% 99,852 $4.1M
Parsons Capital Management Inc. 0.19% Add +18.4% 99,087 $4.1M
Peapack Gladstone Financial Corp. 0.05% Reduce -5.1% 98,908 $4.1M
Baxter Bros Inc. 0.50% Add +0.0% 98,296 $4.0M
Merit Financial Group, LLC 0.03% Add +23.0% 97,811 $4.0M
Meiji Yasuda Asset Management Co Ltd. 0.20% Reduce -12.3% 97,508 $4.0M
Brown Brothers Harriman & Co. 0.02% Add +369.8% 97,496 $4.0M
Capstone Investment Advisors, LLC 0.04% Add +1145.8% 97,212 $4.0M
Ritholtz Wealth Management 0.07% Add +4.6% 96,579 $4.0M
Sequoia Financial Advisors, LLC 0.02% Reduce -53.0% 95,859 $3.9M
Jones Kertz & Associates, Inc. 2.07% Reduce -0.6% 94,820 $3.9M
CFO4Life Group, LLC 0.59% Reduce -0.0% 94,006 $3.9M
Axxcess Wealth Management, LLC 0.12% Reduce -1.4% 93,640 $3.8M
Maryland State Retirement & Pension System 0.08% No change 93,586 $3.8M
Tenere Capital LLC 2.81% New 93,323 $3.8M
Waverly Advisors, LLC 0.03% Add +0.9% 93,144 $3.8M
Old National Bancorp 0.06% Reduce -4.7% 92,158 $3.8M
Siemens Fonds Invest GmbH 0.22% Add +0.3% 91,454 $3.8M
Vident Advisory, LLC 0.03% Add +69.6% 90,914 $3.7M
OMERS ADMINISTRATION Corp 0.02% Add +27.9% 90,517 $3.7M
Orange Investment Advisors, Inc. 0.48% Reduce -22.6% 90,253 $3.7M
Allspring Global Investments Holdings, LLC 0.01% Add +6.8% 89,260 $3.7M
XXEC, Inc. 0.64% Add +486.9% 99,702 $3.7M
Penobscot Investment Management Company, Inc. 0.29% No change 89,212 $3.7M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +14.7% 88,778 $3.6M
Taylor Hoffman Capital Management LLC 1.12% Add +6.6% 88,499 $3.6M
Van Hulzen Asset Management, LLC 0.27% Reduce -6.5% 87,404 $3.6M
Signature Estate & Investment Advisors LLC 0.07% Reduce -4.4% 86,940 $3.6M
Arkadios Wealth Advisors 0.06% Reduce -2.2% 86,678 $3.6M
Massachusetts Financial Services Co. 0.00% Reduce -96.4% 68,458 $3.5M
New Mexico Educational Retirement Board 0.11% No change 85,918 $3.5M
Intech Investment Management LLC 0.03% Add +16.9% 85,723 $3.5M
Anchor Investment Management, LLC 0.29% Reduce -0.2% 85,657 $3.5M
Forvis Mazars Wealth Advisors, LLC 0.07% Add +4.5% 85,390 $3.5M
Rowlandmiller & Partners.adv 0.71% Reduce -1.0% 85,329 $3.5M
Inspire Investing, LLC 0.20% Add +841.6% 85,260 $3.5M
Bleakley Financial Group, LLC 0.05% Reduce -16.1% 84,925 $3.5M
Farther Finance Advisors, LLC 0.03% Add +14.4% 83,955 $3.5M
Costello Asset Management, INC 1.20% Reduce -9.9% 84,604 $3.5M
Independent Advisor Alliance 0.04% Reduce -1.9% 84,206 $3.5M
Jefferies Financial Group Inc. 0.04% Reduce -63.1% 84,198 $3.5M
Savant Capital, LLC 0.02% Add +12.3% 83,669 $3.4M
Park Avenue Securities LLC 0.03% Add +2.3% 83,006 $3.4M
Allworth Financial LP 0.01% Add +10.0% 82,759 $3.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +8.3% 81,351 $3.3M
Harrison Street Private Wealth LLC 4.40% — 81,050 $3.3M
BDF-Gestion 0.44% No change 80,230 $3.3M
Tower Research Capital LLC (TRC) 0.08% Reduce -35.9% 79,443 $3.3M
Tower Bridge Advisors 0.31% Add +0.0% 79,388 $3.3M
University of Texas/Texas Am Investment Management Co. 0.47% Reduce -18.2% 78,138 $3.2M
West Paces Advisors Inc. 0.61% No change 76,930 $3.2M
Resonant Capital Advisors, LLC 0.17% Add +3.0% 76,701 $3.1M
Bar Harbor Wealth Management 0.18% No change 75,490 $3.1M
Equitable Trust Co. 0.14% Add +0.8% 75,322 $3.1M
Heritage Wealth Advisors 0.12% Add +5.6% 75,259 $3.1M
Augustine Asset Management Inc. 0.69% Add +0.9% 75,025 $3.1M
Pinnbrook Capital Management LP 2.51% New 74,800 $3.1M
Elevation Point Wealth Partners, LLC 0.07% Add +206.4% 73,907 $3.0M
Apollon Wealth Management, LLC 0.05% Add +13.6% 73,268 $3.0M
T. Rowe Price Investment Management, Inc. 0.00% Add +35.5% 72,881 $3.0M
Phoenix Financial Ltd. 0.03% Add +384.8% 72,452 $3.0M
Graham Capital Management, L.P. 0.13% New 72,000 $3.0M
M3 Wealth Management, LLC 2.24% Add +0.6% 71,028 $2.9M
Sig Brokerage, LP 0.81% Add +159.3% 70,026 $2.9M
Militia Capital Management LLC 0.64% — 69,700 $2.9M
GAMMA Investing LLC 0.13% Add +34.2% 69,690 $2.9M
Institute for Wealth Management, LLC. 0.31% Reduce -0.1% 69,396 $2.8M
Metis Global Partners, LLC 0.07% Reduce -10.7% 69,236 $2.8M
Prospera Financial Services Inc 0.05% Add +20.3% 69,066 $2.8M
Empirical Finance, LLC 0.13% Reduce -0.3% 69,042 $2.8M
Moors & Cabot, Inc. 0.12% Reduce -0.8% 68,962 $2.8M
Greenleaf Trust 0.03% Reduce -6.9% 68,760 $2.8M
Saudi Central Bank 0.06% New 68,734 $2.8M
Advisory Services Network, LLC 0.04% Add +3.0% 68,083 $2.8M
Family Legacy, Inc. 0.83% Reduce -0.5% 67,235 $2.8M
Wealthspire Advisors, LLC 0.02% Add +67.5% 67,192 $2.8M
First PREMIER Bank 0.64% Reduce -0.3% 67,142 $2.8M
Citizens National Bank Trust Department 0.46% Reduce -0.9% 66,632 $2.7M
Burke & Herbert Bank & Trust Co. 0.75% Add +0.6% 66,447 $2.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -10.1% 66,554 $2.7M
E Fund Management Co., Ltd. 0.08% — 66,088 $2.7M
Petredis Investment Advisors LLC 0.22% Reduce -1.0% 66,015 $2.7M
UMB Bank, n.a. 0.04% Reduce -1.0% 65,298 $2.7M
Assenagon Asset Management S.A. 0.00% Reduce -95.8% 65,125 $2.7M
MTM Investment Management, LLC 0.84% Reduce -0.6% 64,362 $2.6M
Great Lakes Retirement, Inc. 0.27% Add +0.4% 64,035 $2.6M
Bessemer Group Inc. 0.00% Add +0.7% 63,887 $2.6M
Strengthening Families & Communities, LLC 0.65% New 63,822 $2.6M
Cedar Mountain Advisors, LLC 0.51% Reduce 0.0% 63,391 $2.6M
Integrated Advisors Network LLC 0.13% Add +468.1% 62,031 $2.5M
Onex Canada Asset Management Inc. 0.42% Reduce -8.7% 62,024 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.09% No change 61,755 $2.5M
Fidelis Capital Partners, LLC 0.18% Add +9.1% 61,705 $2.5M
Choreo, LLC 0.03% Add +11.7% 61,603 $2.5M
Kingsview Wealth Management, LLC 0.03% Add +14.4% 61,460 $2.5M
Chapin Davis, Inc. 0.56% Add +10.4% 61,046 $2.5M
Two Sigma Investments, LP 0.00% Add +27.7% 60,266 $2.5M
Banque Cantonale Vaudoise 0.09% Add +4.0% 59,943 $2.5M
MAI Capital Management 0.01% Add +1.2% 59,597 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.0% 59,502 $2.4M
Brooklyn Investment Group 0.08% Add +42.6% 59,383 $2.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.09% Reduce -36.2% 59,333 $2.4M
Argent Trust Co 0.08% No change 59,183 $2.4M
Horizon Investments, LLC 0.03% Reduce -27.3% 58,917 $2.4M
Kentucky Retirement Systems 0.18% Reduce -29.0% 83,690 $2.4M
E. Ohman J:or Asset Management AB 0.06% Reduce -3.3% 58,596 $2.4M
Atlantic Union Bankshares Corp 0.05% Add +17.3% 58,568 $2.4M
Wulff, Hansen & Co. 2.44% Reduce -1.3% 58,303 $2.4M
RiverFront Investment Group, LLC 0.04% Add +1.4% 58,230 $2.4M
Williams Jones Wealth Management, LLC. 0.03% Add +0.0% 58,153 $2.4M
Los Angeles Capital Management LLC 0.01% Add +574.8% 58,110 $2.4M
Neville Rodie & Shaw Inc. 0.17% Reduce -0.1% 57,809 $2.4M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -28.0% 57,129 $2.3M
Alps Advisors Inc. 0.01% Reduce -6.8% 57,019 $2.3M
Wesbanco Bank Inc. 0.06% Reduce -0.6% 56,455 $2.3M
Tounjian Advisory Partners, LLC 0.83% Reduce -4.7% 56,296 $2.3M
Prime Capital Investment Advisors, LLC 0.03% Add +0.8% 56,153 $2.3M
Fideuram Asset Management (Ireland) dac 0.29% Reduce -15.9% 60,188 $2.3M
Quadrant Capital Group LLC 0.07% Add +2.1% 55,452 $2.3M
Snowden Capital Advisors LLC 0.06% Reduce -2.4% 54,913 $2.3M
Community Bank, N.A. 0.27% Reduce -1.4% 54,860 $2.3M
Lebenthal Global Advisors, LLC 0.32% Reduce -0.4% 54,438 $2.2M
North Dakota State Investment Board 0.10% Reduce -15.6% 54,379 $2.2M
CGN Advisors LLC 0.18% Reduce -1.4% 54,346 $2.2M
Bradley Foster & Sargent Inc. 0.03% No change 54,290 $2.2M
Meridian Management Co. 0.55% No change 54,000 $2.2M
Polymer Capital Management (US) LLC 0.33% Add +138.2% 53,900 $2.2M
Bokf, NA 0.03% Reduce -2.5% 53,474 $2.2M
Caldwell Trust Co 0.19% Add +13.1% 52,617 $2.2M
Summit Financial, LLC 0.03% Add +16.7% 52,505 $2.2M
China Universal Asset Management Co., Ltd. 0.16% Reduce -0.7% 52,310 $2.1M
Capital Investment Advisors, LLC 0.03% Reduce -4.8% 52,245 $2.1M
TD Private Client Wealth LLC 0.04% Add +2.3% 52,223 $2.1M
AA Financial Advisors, LLC 0.30% Add +4.8% 51,764 $2.1M
First United Bank & Trust 0.69% Add +1.5% 51,719 $2.1M
Community Bank & Trust, Waco, Texas 0.42% Reduce -1.0% 51,660 $2.1M
Banco de Sabadell, S.A 1.41% Add +1.4% 53,268 $2.1M
HORAN Wealth, LLC 0.20% Add +100.0% 58,242 $2.1M
Nilsine Partners, LLC 0.17% Add +0.7% 46,544 $2.1M
Mufg Securities Americas Inc. 0.14% Add +2.6% 51,455 $2.1M
Meeder Advisory Services, Inc. 0.09% Add +2.0% 51,267 $2.1M
Arista Wealth Management, LLC 0.25% Add +0.2% 50,645 $2.1M
Shelton Wealth Management, LLC 0.91% Add +70.3% 50,560 $2.1M
Securian Asset Management, Inc. 0.08% Reduce -0.4% 50,446 $2.1M
Park National Corp. 0.06% Reduce -3.0% 50,373 $2.1M
Ascent Group, LLC 0.07% Add +3.1% 50,329 $2.1M
Impact Capital Partners LLC 0.62% Add +0.1% 50,134 $2.1M
PKO Investment Management Joint-Stock Co 0.17% Reduce -28.6% 50,000 $2.1M
Sanchez Wealth Management Group 0.44% Add +0.6% 49,955 $2.1M
Beese Fulmer Investment Management, Inc. 0.13% Reduce -4.6% 49,504 $2.0M
Kentucky Retirement Systems Insurance Trust Fund 0.14% No change 49,400 $2.0M
Guardian Investment Management 1.60% Reduce -4.3% 49,277 $2.0M
Concurrent Investment Advisors, LLC 0.02% Add +3.5% 49,092 $2.0M
Douglass Winthrop Advisors, LLC 0.04% No change 49,032 $2.0M
Factorial Partners, LLC 1.46% Reduce -24.6% 49,000 $2.0M
Callan Family Office, LLC 0.05% Reduce -15.7% 48,928 $2.0M
Sustainable Insight Capital Management, LLC 0.67% Add +9.0% 48,557 $2.0M
Woodmont Investment Counsel LLC 0.12% Reduce -3.2% 48,394 $2.0M
Bahl & Gaynor LLC 0.01% No change 48,186 $2.0M
First Citizens Bank & Trust Co. 0.04% Add +88.8% 47,928 $2.0M
Pflug Koory, LLC 0.90% No change 47,721 $2.0M
Itau Unibanco Holding S.A. 0.05% Add +6516.1% 47,636 $2.0M
Miller Capital Partners, Inc. 0.94% No change 47,550 $2.0M
OneDigital Investment Advisors LLC 0.02% Reduce -6.4% 47,216 $1.9M
Whitaker-Myers Wealth Managers, LTD. 0.39% Add +7.0% 47,151 $1.9M
Jacobi Capital Management LLC 0.11% Add +0.1% 47,022 $1.9M
Eastern Bank 0.03% Reduce -0.5% 46,807 $1.9M
Clark Capital Management Group, Inc. 0.01% Reduce -0.4% 46,409 $1.9M
M Holdings Securities, Inc. 0.13% Reduce -11.1% 42,714 $1.9M
Ancora Advisors LLC 0.04% Reduce -3.9% 46,256 $1.9M
Cullen Capital Management, LLC 0.02% Add +0.5% 46,062 $1.9M
Foresight Group Ltd Liability Partnership 0.33% No change 47,396 $1.9M
CreativeOne Wealth, LLC 0.04% Add +24.4% 45,758 $1.9M
Aspen Investment Management Inc 0.57% Reduce -2.0% 45,459 $1.9M
Fiduciary Trust Co 0.02% Reduce -1.5% 45,347 $1.9M
IHT Wealth Management, LLC 0.04% Reduce -0.6% 45,270 $1.9M
Coldstream Capital Management Inc. 0.02% Add +13.8% 45,223 $1.9M
Farmers & Merchants Investments Inc. 0.05% Reduce -1.2% 45,127 $1.9M
Union Bancaire Privee, UBP SA 0.03% Reduce -2.1% 53,590 $1.9M
Medallion Wealth Advisors, LLC 0.60% Reduce -0.6% 45,000 $1.8M
Fiduciary Group, LLC 0.16% Add +0.6% 44,820 $1.8M
Kanawha Capital Management LLC 0.13% Reduce -2.1% 44,639 $1.8M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +2.5% 44,043 $1.8M
Nicolet Bankshares Inc. 0.07% Add +254.4% 43,921 $1.8M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -1.5% 43,871 $1.8M
Ninepoint Partners LP 0.21% Reduce -10.7% 43,732 $1.8M
Cresset Asset Management, LLC 0.01% Add +7.4% 43,703 $1.8M
Altfest L J & Co. Inc. 0.19% Add +336.7% 43,594 $1.8M
Foster & Motley Inc. 0.09% Reduce -0.4% 43,536 $1.8M
Diversify Wealth Management, LLC 0.03% Add +181.5% 39,992 $1.8M
Maven Securities LTD 0.10% New 42,655 $1.8M
Hilltop National Bank 0.42% Add +0.8% 42,646 $1.8M
Leavell Investment Management, Inc. 0.07% Add +6.3% 42,511 $1.7M
Decker Wealth Management LLC 0.40% No change 42,386 $1.7M
Fifth Third Wealth Advisors LLC 0.06% Add +24.5% 42,363 $1.7M
Smithfield Trust Co 0.08% Reduce -0.1% 42,246 $1.7M
First National Bank Sioux Falls 0.47% No change 40,500 $1.7M
Wolverine Asset Management LLC 0.09% Add +27.3% 42,000 $1.7M
Charter Capital Management, LLC\DE 0.86% Add +7.9% 41,984 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -11.3% 41,540 $1.7M
Sumitomo Life Insurance Co. 0.04% Add +2.8% 41,123 $1.7M
Community Bank of Raymore 1.13% Add +1.6% 41,027 $1.7M
Gibbs Wealth Management 0.22% Add +115.2% 40,975 $1.7M
Orca Wealth Management, LLC 1.19% Reduce -6.8% 40,898 $1.7M
V-Square Quantitative Management LLC 0.18% Add +3.0% 40,617 $1.7M
Cohen Klingenstein LLC 0.05% No change 40,500 $1.7M
Florida Trust Wealth Management Co 0.05% Reduce -10.0% 40,500 $1.7M
Mondrian Investment Partners LTD 0.02% Add +2.6% 40,362 $1.7M
Mount Vernon Associates Inc. 1.17% Reduce -10.0% 40,300 $1.7M
Counterweight Ventures, LLC 0.93% New 40,238 $1.7M
Kintegral Advisory, LLC 0.16% Reduce -4.2% 40,156 $1.6M
Equitable Holdings, Inc. 0.01% Add +23.8% 44,920 $1.6M
Integrated Wealth Concepts LLC 0.01% Add +29.4% 39,884 $1.6M
Sigma Planning Corp 0.05% Reduce -5.0% 39,774 $1.6M
Busey Bank 0.04% Reduce -0.8% 39,767 $1.6M
Raiffeisen Bank International AG 0.02% Add +23.6% 40,863 $1.6M
Cambria Investment Management, L.P. 0.09% Reduce -44.7% 39,554 $1.6M
Southeast Asset Advisors, LLC 0.18% Add +11.0% 39,482 $1.6M
Outfitters Financial LLC 1.25% Reduce -0.2% 39,260 $1.6M
Valeo Financial Advisors, LLC 0.04% Add +0.3% 39,226 $1.6M
Everhart Financial Group, Inc. 0.14% Add +11.3% 39,159 $1.6M
Marco Investment Management LLC 0.12% Reduce -5.0% 39,138 $1.6M
Massachusetts Wealth Management 0.69% Add +2.2% 39,010 $1.6M
Conway Capital Management, Inc. 0.75% No change 39,000 $1.6M
Ables, Iannone, Moore & Associates, Inc. 0.95% Reduce -7.9% 38,910 $1.6M
Associated Banc-Corp 0.04% Add +0.1% 38,905 $1.6M
Ballentine Partners, LLC 0.02% Reduce -7.8% 38,843 $1.6M
Firethorn Wealth Partners, LLC 0.58% Reduce -2.5% 38,667 $1.6M
Vestcor Inc 0.04% No change 38,520 $1.6M
Apella Capital, LLC 0.02% Add +524.1% 36,478 $1.6M
CoreCap Advisors, LLC 0.05% Add +29.1% 38,491 $1.6M
Mizuho Markets Americas LLC 0.04% No change 37,991 $1.6M
Studio Investment Management LLC 0.28% Reduce -1.6% 37,970 $1.6M
Venture Visionary Partners LLC 0.05% Add +0.1% 37,792 $1.6M
Prosperity Consulting Group, LLC 0.07% Reduce -8.6% 37,717 $1.5M
Searle & Co. 0.39% No change 37,692 $1.5M
Western Wealth Management, LLC 0.06% Reduce -0.3% 37,668 $1.5M
Citadel Investment Advisory, Inc. 0.74% Reduce -3.1% 37,660 $1.5M
Nordwand Advisors, LLC 0.27% No change 37,482 $1.5M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.52% Reduce -0.8% 37,468 $1.5M
City Holding Co. 0.19% Reduce -8.7% 37,244 $1.5M
Clifford Swan Investment Counsel LLC 0.05% Add +6.6% 37,169 $1.5M
Wedbush Securities Inc. 0.04% Reduce -0.7% 36,954 $1.5M
Brown, Lisle/Cummings, Inc. 0.38% No change 36,853 $1.5M
Smartleaf Asset Management LLC 0.05% Add +9.0% 38,020 $1.5M
Roundview Capital LLC 0.09% Reduce -8.6% 36,755 $1.5M
Kahn Brothers Group Inc. 0.27% Reduce -2.8% 36,481 $1.5M
Wealthspan Partners, LLC 0.53% Add +0.3% 36,397 $1.5M
Dynamic Advisor Solutions LLC 0.05% Add +1.7% 36,022 $1.5M
Dagco, Inc. 0.32% Add +0.0% 35,593 $1.5M
Mgo One Seven LLC 0.03% Add +4.5% 35,532 $1.5M
Evolve Private Wealth, LLC 0.08% Add +0.8% 35,523 $1.5M
Sterling Capital Management LLC 0.03% Reduce -36.4% 35,437 $1.5M
Chatham Capital Group, Inc. 0.21% Reduce -1.8% 35,386 $1.5M
Weil Company, Inc. 0.32% No change 35,217 $1.4M
Nexpoint Asset Management, L.P. 0.10% No change 35,000 $1.4M
Intrust Bank NA 0.12% Add +12.3% 34,998 $1.4M
Cobblestone Asset Management LLC 0.64% Add +0.4% 34,838 $1.4M
Linscomb Wealth, Inc. 0.06% No change 34,801 $1.4M
Elgethun Capital Management 0.24% Add +182.0% 34,709 $1.4M
Patrick M Sweeney & Associates, Inc. 0.91% Add +0.4% 34,582 $1.4M
WBH Advisory Inc. 0.11% Reduce -9.2% 34,233 $1.4M
Blue Trust, Inc. 0.02% Reduce -3.9% 34,508 $1.4M
Wilkins Investment Counsel Inc. 0.20% Reduce -0.6% 34,400 $1.4M
Elo Mutual Pension Insurance Co 0.02% Reduce -79.7% 33,811 $1.4M
Vise Technologies, Inc. 0.03% No change 38,139 $1.4M
Sheets Smith Wealth Management 0.16% Add +0.1% 33,672 $1.4M
Reliant Investment Partners, LLC 1.14% No change 33,666 $1.4M
Wellington Shields & Co., LLC 0.35% Reduce -0.6% 33,647 $1.4M
WASHINGTON TRUST Co 0.05% Reduce -2.1% 33,316 $1.4M
LaSalle St. Investment Advisors, LLC 0.19% Add +46.4% 33,277 $1.4M
Gratus Wealth Advisors, LLC 0.20% Reduce -3.1% 33,156 $1.4M
NewEdge Wealth, LLC 0.02% Reduce -18.6% 33,053 $1.4M
Simplex Trading, LLC 0.04% New 32,947 $1.4M
Gerald Baker Financial Group LLC 0.43% — 32,846 $1.3M
Spirit of America Management Corp. 0.26% Reduce -5.8% 32,600 $1.3M
Davis R M Inc. 0.02% Add +0.1% 32,566 $1.3M
Biltmore Wealth Management, LLC 0.47% Reduce -1.0% 32,536 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.20% Add +0.1% 32,376 $1.3M
Kenora Financial, LLC 0.47% Reduce -0.7% 32,370 $1.3M
Citizens Financial Group Inc. 0.02% Reduce -5.9% 32,334 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -10.2% 32,278 $1.3M
Atlanta Consulting Group Advisors, LLC 0.28% Add +0.0% 31,999 $1.3M
Donaldson Capital Management, LLC 0.04% Reduce -2.5% 31,838 $1.3M
Goelzer Investment Management, Inc. 0.06% Reduce -2.1% 31,815 $1.3M
Foundations Investment Advisors, LLC 0.02% Add +7.0% 31,795 $1.3M
Yoffe Investment Management, LLC 1.67% No change 31,770 $1.3M
BLB&B Advisors, LLC 0.05% Reduce -10.1% 31,661 $1.3M
Essex Financial Services, Inc. 0.07% Add +0.8% 31,374 $1.3M
Valmark Advisers, Inc. 0.02% Add +0.8% 31,110 $1.3M
Ieq Capital, LLC 0.01% Add +23.5% 31,047 $1.3M
BNB Wealth Management, LLC 0.82% No change 31,046 $1.3M
Rehmann Capital Advisory Group 0.07% Add +2.3% 31,008 $1.3M
Deseret Mutual Benefit Administrators 0.43% Add +123.9% 30,989 $1.3M
Bath Savings Trust Co 0.14% Reduce -1.8% 30,964 $1.3M
Sovereign Financial Group, Inc. 0.22% Reduce -0.1% 30,936 $1.3M
ICICI Prudential Asset Management Co Ltd 0.15% Add +3.1% 30,817 $1.3M
Panagora Asset Management Inc. 0.00% No change 30,775 $1.3M
Bridgewater Advisors Inc. 0.08% Reduce -12.3% 28,819 $1.3M
Harbor Investment Advisory, LLC 0.10% Reduce -0.4% 30,720 $1.3M
Systematic Financial Management LP 0.03% No change 30,600 $1.3M
HUB Investment Partners, LLC 0.03% Add +39.1% 30,534 $1.3M
World Investment Advisors 0.02% Add +5.0% 30,490 $1.3M
Harbour Trust & Investment Management Co 0.13% Reduce -2.7% 30,475 $1.3M
Whittier Trust Co. 0.01% Reduce -4.3% 30,106 $1.2M
KTF Investments, LLC 0.21% Reduce -17.0% 30,350 $1.2M
United Community Bank 0.41% Reduce -1.4% 30,039 $1.2M
First Command Advisory Services, Inc. 0.01% Add +0.8% 30,017 $1.2M
Harbor Advisors LLC 0.18% No change 30,000 $1.2M
Cullen Investment Group, LTD. 0.16% Reduce -6.1% 29,894 $1.2M
Vaughan David Investments LLC 0.03% No change 29,901 $1.2M
MFG Wealth Management, Inc. 1.02% New 29,857 $1.2M
Moneta Group Investment Advisors LLC 0.01% Add +7.7% 29,839 $1.2M
Confluence Wealth Services, Inc. 0.05% Reduce -5.5% 29,818 $1.2M
Praxis Investment Management Inc. 0.07% No change 29,639 $1.2M
Applied Finance Capital Management, LLC 0.09% Add +2.4% 29,642 $1.2M
Navalign, LLC 0.31% Reduce -0.3% 29,594 $1.2M
Voleon Capital Management LP 0.03% Reduce -83.5% 29,581 $1.2M
Acorn Wealth Advisors, LLC 0.35% Reduce -0.5% 29,571 $1.2M
Hunter Perkins Capital Management, LLC 0.29% No change 29,500 $1.2M
Ullmann Wealth Partners Group, LLC 0.13% Reduce -0.2% 29,493 $1.2M
Congress Park Capital LLC 0.37% Reduce -0.1% 29,465 $1.2M
Clearbridge Investments, LLC 0.00% Reduce -98.9% 29,377 $1.2M
Wealthcare Advisory Partners LLC 0.02% Reduce -9.4% 29,374 $1.2M
Procyon Advisors, LLC 0.06% Reduce -1.1% 29,203 $1.2M
Harbor Capital Advisors, Inc. 0.10% New 29,100 $1.2M
Weatherly Asset Management L. P. 0.10% Reduce -0.4% 28,994 $1.2M
Fruth Investment Management 0.30% No change 28,900 $1.2M
Private Trust Co. NA 0.11% Add +2.4% 28,761 $1.2M
Portside Wealth Group, LLC 0.16% Add +14.8% 28,736 $1.2M
Advisory Alpha, LLC 0.03% Add +18.9% 28,592 $1.2M
Creative Financial Designs Inc. 0.07% Reduce -3.1% 28,570 $1.2M
Tradewinds, LLC. 0.38% Add +0.0% 25,982 $1.2M
Reynders McVeigh Capital Management, LLC 0.06% No change 28,495 $1.2M
Commonwealth Financial Services, LLC 0.18% Add +5.3% 28,432 $1.2M
Tema ETFs LLC 0.08% Add +0.5% 28,325 $1.2M
Syon Capital LLC 0.06% Reduce -0.8% 28,080 $1.2M
Norden Group LLC 0.11% Add +11.8% 28,070 $1.2M
LS Investment Advisors, LLC 0.17% Reduce -5.8% 28,039 $1.2M
J. Goldman & Co LP 0.05% Reduce -95.8% 28,000 $1.1M
Accurate Wealth Management, LLC 0.14% Add +9.0% 27,078 $1.1M
Compound Planning, Inc. 0.04% Reduce -2.0% 27,866 $1.1M
Lyell Wealth Management, LP 0.08% No change 27,831 $1.1M
Perigon Wealth Management, LLC 0.02% Add +3.6% 27,766 $1.1M
Edgemoor Investment Advisors, Inc. 0.09% No change 27,750 $1.1M
Vista Investment Management 0.38% Reduce -2.5% 27,632 $1.1M
Sawgrass Asset Management LLC 0.17% No change 27,584 $1.1M
McGlone Suttner Wealth Management, Inc. 0.15% Add +18.1% 27,361 $1.1M
RMR Wealth Builders 0.09% Reduce -0.1% 27,261 $1.1M
Barnett & Company, Inc. 0.86% Reduce -12.3% 27,060 $1.1M
Curat Global, LLC 1.09% Add +235.5% 27,058 $1.1M
Rossmore Private Capital 0.10% Add +13.0% 26,733 $1.1M
Benjamin Edwards Inc. 0.01% Reduce -3.4% 26,609 $1.1M
Alamea Verwaltungs GmbH 0.81% Add +10.8% 26,587 $1.1M
Alphadyne Asset Management LP 0.14% New 26,569 $1.1M
AAFMAA Wealth Management & Trust LLC 0.42% Add +2.5% 26,462 $1.1M
Aviance Capital Partners, LLC 0.13% Add +1.2% 26,363 $1.1M
Cascade Financial Partners, LLC 0.11% Reduce -4.6% 26,274 $1.1M
Sound View Wealth Advisors Group, LLC 0.07% Reduce -0.8% 26,264 $1.1M
IFP Advisors, Inc 0.02% Reduce -17.1% 26,221 $1.1M
Dynamic Technology Lab Private Ltd 0.18% Reduce -9.3% 26,219 $1.1M
Tannin Capital LLC 0.78% Add +13.5% 26,082 $1.1M
Walker Asset Management, LLC 0.58% Add +0.1% 26,074 $1.1M
Northstar Group, Inc. 0.16% No change 26,036 $1.1M
LMR Partners LLP 0.01% Add +163.9% 25,913 $1.1M
Godshalk Welsh Capital Management, Inc. 0.62% No change 25,890 $1.1M
Buckhead Capital Management LLC 0.40% Reduce -12.5% 25,668 $1.1M
Fingerlakes Wealth Management, Inc. 0.70% Reduce -5.1% 25,653 $1.1M
SouthState Bank Corp 0.05% No change 25,637 $1.1M
Walsky Investment Management, Inc. 1.07% Add +7.7% 25,490 $1.0M
Hanson & Doremus Investment Management 0.12% Add +211.5% 25,452 $1.0M
Mutual Advisors, LLC 0.02% Reduce -7.2% 25,156 $1.0M
Independence Bank of Kentucky 0.13% Add +7.7% 25,131 $1.0M
Werlinich Asset Management, LLC 0.50% No change 25,026 $1.0M
Sandler Capital Management 0.70% New 25,007 $1.0M
Seneca House Advisors 0.41% Reduce -2.1% 24,937 $1.0M
Aberdeen Wealth Management LLC 0.46% No change 24,800 $1.0M
Modera Wealth Management, LLC 0.01% Reduce -1.0% 24,764 $1.0M
Lombard Odier Asset Management (Switzerland) SA 0.04% Reduce -71.4% 24,710 $1.0M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -17.8% 25,502 $1.0M
Mystic Asset Management, Inc. 0.23% No change 24,533 $1.0M
Genesee Capital Advisors, LLC 0.42% Reduce -0.1% 24,511 $1.0M
SVB Wealth LLC 0.07% Reduce -1.5% 24,474 $1.0M
Arete Wealth Advisors, LLC 0.08% Reduce -14.2% 24,468 $1.0M
GWN Securities Inc. 0.19% No change 24,392 $1.0M
Financial Strategies Group, Inc. 0.17% No change 22,002 $1.0M
Independent Financial Group, LLC 0.02% Add +6.2% 24,281 $997K
Wellington Shields Capital Management, LLC 0.15% No change 24,233 $995K
TrueWealth Advisors, LLC 0.25% Add +34.5% 24,037 $987K
New Republic Capital, LLC 0.33% Reduce -6.6% 23,929 $982K
Brooks, Moore & Associates, Inc. 0.49% No change 23,737 $974K
Checchi Capital Advisers, LLC 0.07% Add +9.3% 23,699 $973K
Frank, Rimerman Advisors LLC 0.06% Reduce -3.6% 23,693 $973K
Mission Wealth Management, LP 0.02% Reduce -18.6% 23,659 $971K
CHICAGO TRUST Co NA 0.16% Add +13.3% 23,596 $969K
Sowell Financial Services LLC 0.04% Add +3.0% 23,593 $969K
Jump Financial, LLC 0.02% Reduce -34.8% 23,557 $967K
Americana Partners, LLC 0.03% Reduce -33.3% 23,501 $965K
TIAA Wealth Investment Management LLC 0.01% — 23,492 $964K
Quantum Private Wealth, LLC 0.30% Reduce -4.1% 23,458 $963K
Pioneer Trust Bank N A 0.23% Add +0.2% 23,428 $962K
Brookstone Capital Management 0.01% Add +12.9% 23,263 $955K
Fulton Bank, N.A. 0.03% Add +1.2% 23,260 $955K
RMR Capital Management, LLC 0.69% No change 23,248 $954K
Clear Harbor Asset Management, LLC 0.07% Reduce -1.1% 23,174 $951K
Mosaic Advisors LLC 1.43% Reduce -9.4% 20,922 $950K
Parallel Advisors, LLC 0.02% Add +6.3% 23,092 $948K
Sage Investment Advisers LLC 0.70% Reduce -5.0% 22,867 $948K
Sunpointe, LLC 0.31% Add +89.8% 23,032 $945K
Rodgers Brothers Inc. 0.11% No change 22,800 $936K
Childress Capital Advisors, LLC 0.17% Reduce -1.9% 22,711 $932K
Brave Asset Management Inc. 0.22% No change 22,641 $929K
Howard Capital Management, LLC 0.02% Reduce -58.0% 22,616 $928K
Continuum Advisory, LLC 0.09% Reduce -0.7% 22,607 $928K
Raab & Moskowitz Asset Management LLC 0.21% Reduce -0.2% 22,607 $928K
Abbot Financial Management, Inc. 0.39% Reduce -0.9% 22,592 $927K
Brighton Jones LLC 0.02% New 22,578 $927K
Davidson Trust Co. 0.40% Add +1.7% 22,517 $924K
Sanders Morris Harris LLC 0.15% New 22,500 $924K
SK Wealth Management, LLC 0.26% Add +0.4% 22,160 $919K
Cadinha & Co. LLC 0.17% No change 22,381 $919K
XML Financial, LLC 0.07% Reduce -7.1% 22,351 $918K
Cary Street Partners Financial LLC 0.02% Reduce -6.7% 22,347 $917K
Calamos Wealth Management LLC 0.03% Add +2.9% 22,273 $914K
Capital Analysts, LLC 0.02% Reduce -9.0% 22,269 $914K
Welch & Forbes LLC 0.01% Reduce -5.0% 22,185 $911K
D.B. Root & Company, LLC 0.22% Reduce -8.9% 22,177 $910K
CX Institutional 0.03% Reduce -0.2% 22,015 $904K
Howland Capital Management LLC 0.04% No change 21,887 $898K
Grove Bank & Trust 0.10% Reduce -3.8% 21,885 $898K
Sagespring Wealth Partners, LLC 0.02% Add +6.7% 21,760 $893K
Embree Financial Group 0.10% Add +3.5% 21,713 $891K
Castle Wealth Management LLC 0.29% Add +3.7% 21,666 $889K
Lakeside Advisors, INC. 0.59% No change 21,600 $887K
Harbour Investments, Inc. 0.01% Add +118.6% 21,586 $886K
Stratos Wealth Partners, LTD. 0.01% Reduce -14.1% 21,487 $882K
Verus Capital Partners, LLC 0.06% Add +19.7% 21,484 $882K
Modern Wealth Management, LLC 0.02% Add +7.3% 21,277 $882K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% Reduce -11.2% 21,451 $881K
Myriad Asset Management Advisors LLC 0.26% New 21,448 $880K
SBI Okasan Asset Management Co.Ltd. 0.04% No change 22,000 $875K
Partners Wealth Management, LLC 0.90% Reduce -2.3% 21,293 $874K
Chilton Investment Co. Inc. 0.02% Add +67.4% 21,257 $873K
Morse Asset Management, Inc 0.18% Reduce -1.9% 21,250 $872K
Redwood Wealth Management Group, LLC 0.38% No change 21,113 $867K
Avidian Wealth Enterprises, LLC 0.03% Reduce -3.2% 21,007 $862K
Premier Path Wealth Partners, LLC 0.11% Add +18.7% 20,968 $861K
Connecticut Wealth Management, LLC 0.04% Add +18.8% 20,814 $854K
Legacy Wealth Asset Management, LLC 0.21% Add +0.3% 20,742 $851K
ELCO Management Co., LLC 0.41% Reduce -2.4% 20,719 $851K
44 Wealth Management LLC 0.30% Reduce -1.1% 20,657 $848K
Graves Light Lenhart Wealth, Inc. 0.09% Add +0.1% 20,590 $845K
Appleton Partners Inc. 0.06% Reduce -0.5% 20,476 $841K
Acropolis Investment Management, LLC 0.04% Reduce -1.0% 20,283 $833K
EPG Wealth Management LLC 0.23% Add +0.7% 20,261 $832K
National Philanthropic Trust 0.01% No change 20,173 $828K
Oakworth Capital, Inc. 0.04% No change 20,108 $825K
Klingman & Associates, LLC 0.04% Add +1.7% 20,102 $825K
RB Capital Management, LLC 0.18% Reduce -1.0% 20,030 $822K
Colonial Trust Co / SC 0.11% Reduce -1.3% 19,998 $821K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +104.1% 19,846 $815K
William B. Walkup & Associates, Inc. 0.48% Add +0.3% 27,573 $811K
Inspire Advisors, LLC 0.07% Reduce -8.8% 19,756 $811K
Wealth Alliance, LLC 0.08% Reduce -10.6% 19,716 $809K
Optas, LLC 0.12% Reduce -1.6% 19,705 $809K
Pettyjohn, Wood & White, Inc. 0.13% No change 19,563 $803K
NorthCoast Asset Management LLC 0.02% Reduce -0.0% 19,550 $803K
Empire Financial Management Company, LLC 0.18% No change 19,526 $802K
Westpac Banking Corp. 0.06% Reduce -36.1% 19,520 $801K
Chronos Wealth Management, LLC 0.39% No change 19,510 $801K
GC Wealth Management RIA, LLC 0.03% Add +4.0% 19,507 $801K
PFG Investments, LLC 0.04% Reduce -7.5% 19,500 $800K
One Capital Management, LLC 0.02% Reduce -0.3% 19,488 $800K
Patriot Investment Management Group, Inc. 0.05% No change 19,475 $799K
Principal Securities, Inc. 0.01% Add +4.1% 19,453 $799K
Cornerstone Investment Partners, LLC 0.03% Reduce -0.3% 19,435 $798K
Parallax Volatility Advisers, L.P. 0.04% Add +229150.0% 18,340 $795K
Cornerstone Advisory, LLC 0.08% Add +0.7% 19,359 $795K
Certified Advisory Corp 0.07% Add +3.5% 19,322 $793K
Koshinski Asset Management, Inc. 0.05% Add +7.3% 19,310 $793K
Taylor Financial Group, Inc. 0.48% Reduce -4.9% 19,272 $791K
Malaga Cove Capital, LLC 0.28% Reduce -0.1% 19,232 $789K
Integrated Investment Consultants, LLC 0.17% No change 19,197 $788K
Gilbert & Cook, Inc. 0.10% Add +1.1% 19,149 $786K
Canandaigua National Corp. 0.07% — 19,134 $785K
Pitcairn Wealth Advisors LLC 0.07% No change 21,600 $783K
Landing Point Financial Group, LLC 0.38% Add +0.2% 19,012 $780K
HBK Sorce Advisory LLC 0.02% Add +5.3% 17,324 $777K
Mayfair Advisory Group, LLC 0.27% No change 18,905 $776K
Wedmont Private Capital 0.02% Add +11.2% 18,317 $772K
Choate Investment Advisors 0.02% Add +2.9% 18,802 $772K
Cidel Asset Management Inc. 0.04% Add +16.4% 18,722 $769K
Kapstone Financial Advisors LLC 0.38% No change 18,715 $768K
Midwest Financial Group LLC 0.33% No change 18,700 $768K
Legacy Financial Independent Advisors LLC 0.40% — 18,627 $765K
Fiduciary Family Office, LLC 0.22% Add +52.1% 18,605 $764K
Investors Asset Management of Georgia Inc. /Ga/ 0.31% Add +0.0% 18,571 $762K
Dupree Financial Group, LLC 0.31% No change 18,483 $759K
Revolve Wealth Partners, LLC 0.10% Reduce -1.6% 18,429 $756K
Arjuna Capital 0.19% Add +2.5% 18,415 $756K
Peoples Bank 0.46% Reduce -0.8% 18,392 $755K
Klingenstein Fields & Co. LP 0.03% No change 18,341 $753K
Hara Capital LLC 0.37% No change 18,240 $749K
Woodward Diversified Capital, LLC 0.34% Add +1.6% 17,235 $747K
Old North State Trust, LLC 0.44% Add +13.3% 18,157 $745K
Great Valley Advisor Group, Inc. 0.01% Add +2.8% 18,086 $742K
Sepio Capital, LP 0.04% Add +0.5% 18,031 $740K
Traynor Capital Management, Inc. 0.04% Reduce -3.1% 18,593 $739K
Brasada Capital Management, LP 0.14% New 18,000 $739K
Mogy Joel R Investment Counsel Inc. 0.05% No change 18,000 $739K
Cigna Investments Inc. 0.11% No change 17,912 $735K
TBH Global Asset Management, LLC 0.15% Reduce -10.3% 17,841 $732K
InvesTrust 0.31% No change 17,835 $732K
Empower Advisory Group, LLC 0.00% Reduce -35.6% 17,799 $731K
Frec Markets, Inc. 0.12% Add +92.9% 17,773 $730K
Parkside Financial Bank & Trust 0.06% Add +0.1% 17,738 $728K
Bedel Financial Consulting, Inc. 0.08% No change 17,730 $728K
Capital Investment Advisory Services, LLC 0.05% Reduce -1.1% 17,701 $727K
Verition Fund Management LLC 0.01% Reduce -96.6% 17,666 $725K
Cullinan Associates Inc. 0.06% No change 17,600 $722K
Nwam LLC 0.04% Reduce -0.2% 17,523 $719K
Indiana Trust & Investment Management Co 0.22% Reduce -1.4% 17,514 $719K
Catalyst Financial Partners LLC 0.08% Reduce -50.4% 17,500 $718K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.7% 17,491 $718K
Larson Financial Group LLC 0.02% Add +16.0% 17,440 $716K
St Germain D J Co. Inc. 0.03% Add +3.6% 17,363 $713K
Tocqueville Asset Management L.P. 0.01% Reduce -17.2% 17,352 $712K
Boston Trust Walden Corp 0.01% No change 17,315 $711K
Redmond Asset Management, LLC 0.19% Add +29.3% 17,212 $707K
HighPoint Advisor Group LLC 0.03% Reduce -70.7% 17,190 $706K
VestGen Advisors, LLC 0.02% Add +49.7% 15,816 $704K
Palisade Capital Management, LP 0.03% Add +155.6% 17,145 $704K
Dorsey & Whitney Trust CO LLC 0.04% Add +1.8% 17,119 $703K
USA Financial Formulas 0.13% Reduce -35.1% 17,106 $702K
Guyasuta Investment Advisors Inc. 0.04% No change 17,100 $702K
Evelyn Partners Investment Management LLP 0.02% No change 17,046 $700K
Lombard Odier Asset Management (USA) Corp 0.53% Reduce -23.8% 17,033 $699K
Smith Salley Wealth Management 0.04% No change 17,003 $698K
Gryphon Financial Partners LLC 0.07% Add +2.8% 16,928 $695K
Stratos Wealth Advisors, LLC 0.04% Reduce -14.4% 16,853 $692K
AdvisorNet Financial, Inc 0.04% Add +26.0% 16,796 $689K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +6.3% 16,784 $689K
Dakota Wealth Management 0.01% Add +38.9% 16,714 $686K
Wright Investors Service Inc. 0.22% Reduce -0.4% 16,687 $685K
Kozak & Associates, Inc. 0.13% Reduce -3.5% 16,134 $683K
Osborne Partners Capital Management, LLC 0.04% No change 16,604 $682K
Commerzbank Aktiengesellschaft 0.01% Reduce -74.4% 16,595 $681K
Diversified Enterprises, LLC 0.04% Add +0.6% 16,581 $681K
EverSource Wealth Advisors, LLC 0.02% Add +23.0% 16,559 $680K
Mason & Associates, LLC 0.16% No change 16,521 $678K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -1.8% 16,477 $676K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +0.0% 16,446 $675K
Thompson Siegel & Walmsley LLC 0.01% Reduce -0.1% 16,413 $674K
PDS Planning, Inc 0.04% Add +4.3% 16,401 $673K
Chesley Taft & Associates LLC 0.03% Reduce -5.8% 16,399 $673K
ABN AMRO Bank N.V. 0.01% No change 16,275 $671K
Oasis Advisors, LLC 0.13% New 16,276 $668K
Trivium Point Advisory, LLC 0.12% Reduce -6.9% 16,277 $668K
Ledyard National Bank 0.06% Reduce -7.8% 16,261 $668K
Krilogy Financial LLC 0.02% Add +8.2% 15,580 $666K
Intellectus Partners, LLC 0.14% Reduce -66.2% 16,105 $661K
Daymark Wealth Partners, LLC 0.02% Reduce -38.7% 16,059 $659K
WCG Wealth Advisors LLC 0.02% Add +6.1% 16,035 $658K
Bigelow Investment Advisors, LLC 0.26% Reduce -0.3% 16,026 $658K
Charles Schwab Trust Co 0.04% Reduce -17.7% 15,977 $656K
Financial Consulate, Inc. 0.08% Add +0.5% 15,956 $655K
Level Four Advisory Services, LLC 0.02% Add +1.5% 15,913 $653K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 15,908 $653K
Bailard, Inc. 0.01% Reduce -3.6% 15,867 $651K
Benin Management CORP 0.15% Reduce -22.1% 15,860 $651K
Nexus Investment Management ULC 0.09% No change 15,840 $650K
Partners in Financial Planning 0.11% No change 15,816 $649K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 15,805 $649K
Fragasso Financial Advisors Inc 0.04% Add +2.2% 15,633 $648K
Landscape Capital Management, L.L.C. 0.04% New 15,695 $644K
Avantra Family Wealth, Inc. 0.48% Add +21.7% 15,677 $644K
Greenfield Savings Bank 0.27% Add +1.5% 15,567 $639K
CDM Financial Counseling Services, Inc. 0.61% No change 15,503 $636K
JGP Wealth Management, LLC 0.07% Reduce -0.1% 15,468 $635K
DRW Securities, LLC 0.03% Add +40.0% 15,442 $633K
Navigation Group, LLC 0.15% — 15,411 $633K
Aprio Wealth Management, LLC 0.03% Add +8.7% 15,347 $630K
Gibraltar Capital Management, Inc. 0.11% Reduce -19.4% 15,185 $623K
Waters Parkerson & Co., LLC 0.03% Reduce -65.2% 15,162 $622K
Black Diamond Financial, LLC 0.07% No change 15,147 $622K
Founders Financial Alliance, LLC 0.11% Reduce -0.4% 15,145 $622K
Tributary Capital Management, LLC 0.06% Reduce -1.9% 15,100 $620K
First Financial Bankshares Inc 0.01% Reduce -1.8% 15,056 $618K
Lee Johnson Capital Management, LLC 0.22% Add +1.2% 15,014 $616K
GM Advisory Group, LLC 0.02% Add +1.3% 14,989 $615K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -2.5% 14,943 $613K
Tritonpoint Wealth, LLC 0.07% Reduce -0.3% 14,914 $612K
Magnolia Capital Management Ltd. 0.41% No change 14,895 $611K
Chicago Partners Investment Group LLC 0.01% Add +7.0% 14,048 $607K
Harbor Group, Inc. 0.09% Add +0.2% 14,685 $603K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.8% 14,508 $596K
Trust Point Inc. 0.05% Add +44.2% 14,502 $595K
Resources Management Corp. /CT/ 0.08% Reduce -0.3% 14,464 $594K
Sendero Wealth Management, LLC 0.07% Reduce -0.1% 14,400 $591K
PFG Advisors 0.03% Add +116.9% 14,378 $590K
Pure Financial Advisors, LLC 0.01% Add +2.8% 14,365 $590K
Blackhawk Capital Partners, LLC 0.22% Reduce -2.6% 14,339 $589K
Canal Capital Management, LLC 0.08% Add +0.2% 14,224 $584K
Evercore Wealth Management, LLC 0.01% Reduce -1.9% 14,222 $584K
SHUTTLEWORTH & Co 0.53% Reduce -1.7% 14,173 $582K
Goldenstone Wealth Management LLC 0.42% No change 14,172 $582K
CWA Asset Management Group, LLC 0.02% Add +2.4% 14,167 $582K
Everett Harris & Co. 0.01% Add +7.0% 14,159 $581K
Pallas Capital Advisors LLC 0.02% Reduce -3.9% 14,157 $581K
Howard Bailey Securities, LLC 0.24% Add +0.0% 14,156 $581K
Crescent Sterling, Ltd. 0.56% Reduce -2.1% 14,100 $579K
Coastline Trust Co 0.06% Reduce -46.0% 14,092 $578K
Tudor Financial Inc. 0.30% No change 14,066 $577K
Marble Wealth, LLC 0.10% Reduce -16.3% 14,050 $577K
Journey Strategic Wealth LLC 0.01% Add +50.8% 14,030 $576K
Harvey Investment Co. LLC 0.06% No change 13,986 $574K
Philip James Wealth Mangement, LLC 0.07% No change 13,971 $574K
Kingswood Wealth Advisors, LLC 0.03% Add +0.7% 13,942 $572K
Roof Eidam Maycock Peralta, LLC 0.13% No change 13,941 $572K
SageView Advisory Group, LLC 0.02% Reduce -1.8% 13,902 $571K
Kepler Cheuvreux (Suisse) SA 0.04% New 13,853 $569K
Wilmington Savings Fund Society, FSB 0.01% Reduce -4.6% 13,822 $567K
Candriam S.C.A. 0.00% No change 13,818 $567K
FRG Family Wealth Advisors LLC 0.09% Reduce -0.4% 13,800 $566K
GTS Securities LLC 0.02% Reduce -30.9% 13,781 $566K
Savvy Advisors, Inc. 0.02% Add +27.6% 13,774 $565K
Vista Investment Partners Ii, LLC 0.25% Add +0.0% 13,516 $555K
RKL Wealth Management LLC 0.05% Reduce -1.3% 13,514 $555K
Marathon Capital Management 0.12% Reduce -0.4% 13,491 $554K
Smithbridge Asset Management Inc. 0.08% Add +51.6% 13,427 $551K
North Forty Two & Co. 0.51% Reduce -0.7% 13,420 $551K
Mindset Wealth Management, LLC 0.15% Reduce -4.3% 13,412 $551K
Holderness Investments Co. 0.11% Reduce -0.9% 13,407 $550K
Advisory Advocates, LLC 0.56% No change 13,387 $550K
Wendell David Associates Inc. 0.06% No change 13,368 $549K
Townsquare Capital LLC 0.12% Add +6.7% 13,341 $548K
Frisch Financial Group, Inc. 0.11% Reduce -5.4% 13,295 $546K
Walled Lake Planning & Wealth Management, LLC 0.16% Add +0.4% 13,282 $545K
Rede Wealth, LLC 0.20% No change 13,268 $545K
Central Bank & Trust Co. 0.09% New 13,191 $541K
Lecap Asset Management Ltd. 0.20% New 13,141 $539K
Piscataqua Savings Bank 0.38% Reduce -7.1% 13,121 $538K
NBT Bank, N.A. 0.04% Add +0.2% 13,107 $538K
WNY Asset Management, LLC 0.06% — 13,077 $537K
RCS Financial Planning, LLC 0.28% Reduce -1.1% 13,050 $536K
TrustWell Financial Advisors, LLC 0.50% Reduce -9.1% 12,937 $531K
Means Investment Co., Inc. 0.05% Add +0.0% 12,903 $530K
Register Financial Advisors LLC 0.20% No change 12,894 $529K
Clarendon Private LLC 0.41% Add +27.3% 12,893 $529K
Cyndeo Wealth Partners, LLC 0.03% Add +0.9% 12,887 $529K
Secure Asset Management, LLC 0.08% Reduce -0.6% 12,837 $527K
Gables Capital Management Inc. 0.22% No change 12,800 $525K
XTX Topco Ltd 0.01% Add +2.9% 12,673 $520K
Becker Capital Management Inc. 0.02% Reduce -0.5% 12,658 $520K
Smith Partners Wealth Management, LLC 0.46% No change 12,644 $519K
Astoria Portfolio Advisors LLC. 0.11% Add +0.0% 11,405 $518K
Supplemental Annuity Collective Trust of NJ 0.15% New 12,608 $518K
Alpha Omega Wealth Management LLC 0.08% Reduce -6.7% 12,575 $516K
Aster Capital Management (DIFC) Ltd 0.17% New 17,534 $516K
Montag A & Associates Inc. 0.02% Add +19.0% 12,525 $514K
Hartree Partners, LP 0.11% New 12,500 $513K
Cornerstone Wealth Management, LLC 0.03% Reduce -1.4% 12,463 $512K
Platform Technology Partners 0.10% Add +3.0% 12,462 $512K
Silver Oak Advisory Group, Inc. 0.22% Reduce -10.9% 12,376 $508K
Patton Albertson Miller Group, LLC 0.06% Reduce -2.4% 12,367 $508K
Avestar Capital, LLC 0.03% Add +6.0% 12,353 $507K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -4.4% 12,342 $507K
Abacus Wealth Partners, LLC 0.05% No change 12,325 $506K
Bangor Savings Bank 0.04% Reduce -1.4% 12,310 $505K
McLean Asset Management Corp 0.09% Add +0.1% 12,291 $505K
Olde Wealth Management, LLC 0.16% No change 12,300 $504K
Alpha Family Trust 0.24% No change 12,270 $504K
Cornerstone Planning, LLC 0.11% No change 12,236 $502K
Avantax Planning Partners, Inc. 0.01% Reduce -1.0% 12,201 $501K
Alteri Wealth LLC 0.16% Reduce -11.4% 12,160 $499K
Truvestments Capital LLC 0.09% Add +130.7% 12,151 $499K
Diversified Trust Co. 0.01% Add +3.5% 12,135 $498K
Trustmark Bank Trust Department 0.03% No change 12,131 $498K
Brandywine Oak Private Wealth LLC 0.04% No change 12,001 $493K
Sageworth Trust Co 0.02% New 11,997 $492K
Pines Wealth Management, LLC 0.16% Add +1.1% 11,994 $492K
Freestone Capital Holdings, LLC 0.01% New 11,984 $492K
Traphagen Investment Advisors LLC 0.04% Reduce -4.0% 11,944 $490K
Courier Capital LLC 0.03% Add +0.1% 11,917 $489K
Legacy Financial Advisors, Inc. 0.07% Add +40.5% 11,916 $489K
Adirondack Trust Co. 0.16% Reduce -0.5% 11,890 $488K
Ausdal Financial Partners, Inc. 0.02% Reduce -0.6% 11,830 $486K
Advisors Capital Management, LLC 0.01% Add +6.2% 11,819 $485K
Meridian Wealth Management, LLC 0.02% Add +1.8% 11,785 $484K
Murphy & Mullick Capital Management Corp 0.36% Add +0.0% 11,777 $483K
AlphaGrep UK Ltd 0.14% Add +33.7% 11,761 $483K
Capital Advisors Inc. 0.01% Reduce -4.0% 11,758 $483K
Strategic Financial Services, Inc. 0.02% No change 11,606 $476K
Mayflower Financial Advisors, LLC 0.06% Add +0.3% 11,552 $474K
Financial Council, LLC 0.18% Add +7.0% 11,544 $474K
Advisor OS, LLC 0.03% Reduce -0.2% 11,530 $473K
Wealth Alliance Advisory Group, LLC 0.07% No change 11,525 $473K
State of Wyoming 0.06% New 11,520 $473K
Virtue Capital Management, LLC 0.07% Add +6.6% 11,883 $473K
Fulcrum Asset Management LLP 0.07% No change 11,860 $472K
Westmount Partners, LLC 0.12% Add +0.4% 11,420 $469K
L. Roy Papp & Associates, LLP 0.05% Add +22.6% 11,400 $468K
Shufro Rose & Co. LLC 0.03% No change 11,400 $468K
Azzad Asset Management Inc. 0.05% New 11,383 $467K
Successful Portfolios LLC 0.26% Reduce -0.9% 11,675 $466K
Kaydan Wealth Management, Inc. 0.16% No change 11,349 $466K
Marion Wealth Management 0.10% No change 11,340 $466K
Csenge Advisory Group 0.02% Reduce -3.7% 11,333 $465K
Elser Financial Planning, Inc 0.02% Reduce -0.4% 11,438 $465K
Matisse Capital 0.20% No change 11,272 $463K
Rinkey Investments 0.12% Add +2.3% 11,240 $461K
First Nebraska Trust Co 0.04% No change 11,215 $460K
Eq Wealth Advisors, LLC 0.27% No change 11,211 $460K
NTV Asset Management LLC 0.05% Reduce -0.1% 11,211 $460K
South Shore Capital Advisors 0.34% No change 11,175 $459K
Triasima Portfolio Management inc. 0.07% New 11,100 $456K
SCS Capital Management LLC 0.00% New 11,089 $455K
Lighthouse Investment Partners, LLC 0.02% Reduce -98.5% 11,063 $454K
Tufton Capital Management 0.08% Add +1.2% 11,072 $454K
Angeles Wealth Management, LLC 0.02% Add +21.3% 11,048 $454K
EJMK Ventures LLC 0.25% Add +7.2% 11,042 $453K
Thoroughbred Financial Services, LLC 0.03% No change 11,043 $453K
Duncker Streett & Co. Inc. 0.09% No change 11,020 $452K
Kitching Partners, LLC 0.42% Add +0.4% 11,014 $452K
Fort Sheridan Advisors LLC 0.05% Add +52.9% 11,007 $452K
Westbourne Investment Advisors, Inc. 0.13% Reduce -1.6% 11,000 $452K
Steinberganna Wealth Management 0.22% Add +0.3% 10,997 $451K
Kinloch Capital, LLC 0.18% No change 10,947 $449K
Old Port Advisors 0.10% Add +14.2% 10,930 $449K
Montecito Bank & Trust 0.07% Reduce -4.0% 10,912 $448K
AlphaCore Capital LLC 0.01% Add +10.7% 10,896 $447K
Caitlin John, LLC 0.27% No change 10,875 $446K
Flputnam Investment Management Co. 0.01% Add +0.7% 10,864 $446K
Basecamp Wealth Advisors LLC 0.09% No change 10,828 $444K
TriaGen Wealth Management LLC 0.12% No change 10,807 $444K
CM Wealth Advisors LLC 0.09% Add +39.1% 10,800 $443K
Silver Oak Securities, Incorporated 0.03% Add +0.6% 10,764 $442K
Key Client Fiduciary Advisors, LLC 0.15% No change 10,700 $439K
Rossby Financial, LCC 0.09% Add +1358.4% 10,559 $438K
SkyOak Wealth, LLC 0.08% No change 10,650 $437K
FSM Wealth Advisors, LLC 0.06% Reduce -28.7% 10,645 $437K
RCW Management, LLC 0.45% Reduce -6.4% 10,575 $434K
High Net Worth Advisory Group LLC 0.10% No change 10,522 $432K
Hazlett, Burt & Watson, Inc. 0.13% Add +0.0% 10,518 $431K
VSM Wealth Advisory, LLC 0.13% No change 10,392 $427K
Money Concepts Capital Corp. 0.02% Add +4.3% 10,390 $427K
Argentarii, LLC 0.15% Add +15.8% 10,383 $426K
Raleigh Capital Management Inc. 0.15% Add +0.0% 10,373 $426K
Shepherd Street Advisors LLC 0.42% Reduce -5.9% 10,313 $423K
Fagan Associates, Inc. 0.06% No change 10,300 $423K
LRI Investments, LLC 0.04% Add +8.3% 10,261 $421K
Ameritas Advisory Services, LLC 0.02% Reduce -6.1% 10,241 $420K
Symmetry Partners, LLC 0.02% New 10,201 $419K
Peregrine Asset Advisers, Inc. 0.11% No change 10,200 $419K
Morningstar Investment Management LLC 0.03% Reduce -82.7% 10,176 $418K
Armstrong Advisory Group, Inc. 0.03% Reduce -1.9% 10,170 $417K
Bucket List Wealth Management, LLC 0.25% Reduce -0.7% 10,152 $417K
RIA Advisory Group LLC 0.10% New 10,143 $416K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -13.1% 10,011 $415K
Jackson, Grant Investment Advisers, Inc. 0.14% Add +0.3% 10,116 $415K
Wealth Enhancement Trust Services, Inc. 0.05% Add +263.2% 10,101 $415K
Capital Asset Advisory Services LLC 0.02% Reduce -0.7% 9,478 $414K
L2 Asset Management, LLC 0.04% Add +7.2% 10,037 $412K
Pavion Blue Capital, LLC 0.18% Reduce -1.2% 10,023 $411K
Tred Avon Family Wealth, LLC 0.14% No change 10,001 $411K
Washington Trust Bank 0.03% New 9,955 $409K
Cove Private Wealth, LLC 0.09% Add +1.3% 9,948 $408K
First National Trust Co 0.01% Reduce -9.1% 9,932 $408K
Latitude Advisors, LLC 0.19% Reduce -10.5% 9,910 $407K
Lanark Financial, Inc. 0.03% Add +134.0% 9,902 $406K
ARS Wealth Advisors Group, LLC 0.03% Add +3.8% 9,844 $404K
Sapient Capital LLC 0.01% Reduce -22.9% 9,797 $402K
Mill Creek Capital Advisors, LLC 0.01% Add +1.0% 9,776 $401K
Financial Planning Hawaii, Inc. 0.24% No change 9,765 $401K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +4.7% 9,757 $401K
Volterra Technologies LP 0.28% New 9,735 $400K
Cullen/Frost Bankers, Inc. 0.00% Add +1.3% 9,718 $399K
Whitener Capital Management, Inc. 0.09% Reduce -12.5% 9,650 $396K
Armstrong, Fleming & Moore, Inc 0.17% No change 9,630 $395K
Willner & Heller, LLC 0.29% Reduce -2.5% 9,628 $395K
West Wealth Group, LLC 0.08% Add +0.3% 9,622 $395K
Exchange Traded Concepts, LLC 0.00% Reduce -72.1% 9,606 $394K
Larry Mathis Financial Planning, LLC 0.35% Reduce -2.5% 9,558 $392K
Formidable Asset Management, LLC 0.06% Add +0.0% 10,810 $392K
NCM Capital Management, LLC 0.14% Reduce -20.4% 9,546 $392K
Sagewood Asset Management LP 0.12% Add +5.4% 9,537 $391K
Crews Bank & Trust 0.06% No change 9,509 $390K
Zions Bancorporation, National Association 0.03% Reduce -46.7% 9,507 $390K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +0.1% 9,503 $390K
Abel Hall, LLC 0.08% Add +18.2% 9,500 $390K
Ostrum Asset Management 0.02% Reduce -55.1% 9,475 $389K
Estabrook Capital Management 0.06% Reduce -0.5% 9,455 $388K
Flagship Wealth Advisors, LLC 0.17% No change 11,880 $388K
May Hill Capital, LLC 0.10% New 9,438 $387K
ABS Direct Equity Fund LLC 0.29% New 8,600 $385K
OneAscent Financial Services LLC 0.02% Add +29.8% 9,358 $384K
Park Edge Advisors, LLC 0.09% Reduce -4.1% 9,332 $383K
Fairfield, Bush & Co. 0.21% Reduce -23.9% 9,315 $382K
Integrity Alliance, Llc. 0.01% Reduce -4.3% 9,269 $381K
Sittner & Nelson, LLC 0.14% No change 9,261 $380K
Investor's Fiduciary Advisor Network, LLC 0.12% Reduce -3.5% 9,212 $378K
Waterloo Capital, L.P. 0.03% New 9,127 $375K
JNBA Financial Advisors 0.03% Reduce -12.5% 9,115 $374K
Ironwood Investment Counsel, LLC 0.05% No change 9,086 $373K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -27.1% 9,057 $372K
Crestwood Advisors Group, LLC 0.01% Add +5.4% 9,045 $371K
Kovack Advisors, Inc. 0.02% Reduce -0.8% 8,978 $371K
BXM Wealth LLC 0.29% New 9,022 $370K
Ceeto Capital Group, LLC 0.11% No change 9,000 $369K
Philadelphia Trust Co. 0.03% No change 9,000 $369K
CPC Advisors, LLC 0.06% Add +50.4% 8,946 $367K
Turtle Creek Wealth Advisors, LLC 0.03% Add +15.6% 8,909 $366K
Arch Global Advisors, LLC 0.19% — 8,894 $365K
Connors Investor Services Inc. 0.03% No change 8,885 $365K
Conning Inc. 0.01% Reduce -12.3% 8,811 $362K
Eagle Wealth Strategies LLC 0.16% Add +0.1% 8,800 $361K
Verdence Capital Advisors LLC 0.02% Reduce -6.0% 8,799 $361K
Lynch & Associates 0.07% Reduce -5.4% 8,796 $361K
Mattern Wealth Management LLC 0.07% No change 8,784 $361K
Evermay Wealth Management LLC 0.04% Reduce -0.7% 8,768 $360K
Davis Capital Management 0.24% Add +1.1% 8,740 $359K
Midland Wealth Advisors, LLC 0.02% No change 8,718 $358K
Alchemi Wealth, LLC 0.20% No change 8,717 $358K
Avior Wealth Management, LLC 0.01% Add +6.5% 8,665 $356K
Pursuit Wealth Strategies, LLC 0.49% Reduce -0.0% 8,632 $354K
Pine Valley Investments Ltd Liability Co 0.02% No change 8,590 $353K
Lake Street Private Wealth, LLC 0.04% Reduce -1.9% 8,558 $351K
King Luther Capital Management Corp. 0.00% Add +11.5% 8,554 $351K
Kiley Juergens Wealth Management, LLC 0.06% Reduce -24.1% 8,549 $351K
North Star Investment Management Corp. 0.02% Reduce -0.1% 8,542 $351K
EFG International AG 0.01% Reduce -73.3% 8,536 $351K
LexAurum Advisors, LLC 0.05% — 8,521 $350K
Live Oak Private Wealth LLC 0.05% No change 8,470 $348K
Compass Financial Group, INC 0.05% No change 8,457 $347K
Fieldview Capital Management, LLC 0.10% Reduce -62.8% 8,452 $347K
Tiemann Investment Advisors, LLC 0.14% No change 8,410 $345K
Cozad Asset Management Inc. 0.03% Add +11.9% 8,405 $345K
Mascagni Wealth Management, Inc. 0.25% Add +0.1% 8,398 $345K
Alhambra Investment Management LLC 0.16% No change 8,374 $344K
Baker Tilly Wealth Management, LLC 0.08% Add +16.9% 8,373 $344K
Bill Few Associates, Inc. 0.08% Add +1.0% 8,368 $344K
Limestone Investment Advisors LP 0.17% New 8,350 $343K
CGC Financial Services, LLC 0.10% Add +0.0% 8,332 $342K
Collective Family Office LLC 0.08% Reduce -7.4% 8,327 $342K
Coastal Bridge Advisors, LLC 0.02% Reduce -1.7% 8,326 $342K
Simmons Bank 0.02% Reduce -4.6% 8,299 $341K
Viawealth, LLC 0.19% Reduce -2.0% 8,271 $340K
Bridgewealth Advisory Group, LLC 0.07% Add +0.2% 8,244 $338K
Personal Cfo Solutions, LLC 0.05% Add +47.8% 8,201 $337K
Northwest Bancshares, Inc. 0.07% No change 8,174 $336K
Southland Equity Partners LLC 0.06% Add +4.2% 8,108 $333K
Legacy Edge Advisors, LLC 0.04% Reduce -0.2% 8,100 $333K
Indivisible Partners 0.03% Add +0.1% 8,098 $332K
First Horizon Corp. 0.01% Add +2.0% 8,093 $332K
Odyssean, LLC 0.12% New 8,090 $332K
Red Wave Investments LLC 0.10% Add +23.4% 8,085 $332K
PFG Private Wealth Management, LLC 0.14% Add +6.1% 8,069 $331K
Allegheny Financial Group 0.04% Reduce -2.2% 8,056 $331K
Claret Asset Management Corp 0.04% Add +0.0% 8,048 $330K
Harold Davidson & Associates Inc. 0.16% Reduce -4.8% 8,000 $328K
Renaissance Investment Group LLC 0.07% Reduce -9.2% 8,000 $328K
Tyche Wealth Partners LLC 0.05% No change 7,978 $327K
Continental Investors Services, Inc. 0.31% Add +18.1% 7,311 $327K
Simon Quick Advisors, LLC 0.01% Reduce -2.4% 7,968 $327K
Centaurus Financial, Inc. 0.02% No change 7,909 $325K
Baldwin Investment Management, LLC 0.04% No change 7,883 $324K
Sterling Investment Counsel, LLC 0.09% New 7,867 $323K
Triad Wealth Partners, LLC 0.03% Add +30.9% 7,860 $323K
Garner Asset Management Corp 0.13% Reduce -1.3% 7,834 $322K
Quotient Wealth Partners, LLC 0.01% Add +6.5% 7,832 $322K
Exchange Bank 0.22% Reduce -0.9% 7,820 $321K
Integral Investment Advisors, Inc. 0.08% No change 7,800 $320K
Federated Hermes, Inc. 0.00% Add +9.1% 7,797 $320K
Cornerstone Wealth Group, LLC 0.02% Add +6.4% 7,362 $319K
Regent Peak Wealth Advisors LLC 0.07% Add +0.5% 7,766 $319K
RFG Advisory, LLC 0.01% Reduce -8.7% 7,762 $319K
Scissortail Wealth Management, LLC 0.06% Reduce -5.8% 7,733 $317K
Baron Silver Stevens Financial Advisors, LLC 0.05% No change 7,733 $317K
Private Wealth Asset Management, LLC 0.03% Reduce -10.3% 7,713 $317K
Steigerwald, Gordon & Koch Inc. 0.03% No change 7,712 $317K
YHB Investment Advisors, Inc. 0.02% Reduce -9.2% 7,683 $315K
Meritas Wealth Management, LLC 0.14% Reduce -8.4% 7,681 $315K
McCarter Private Wealth Services LLC 0.14% No change 7,650 $314K
Venturi Wealth Management, LLC 0.01% New 7,648 $314K
Syverson Strege & Co 0.08% Reduce -13.9% 7,634 $313K
Capstone Financial Advisors, Inc. 0.02% No change 7,614 $313K
LMG Wealth Partners, LLC 0.06% No change 7,613 $313K
Community Trust & Investment Co. 0.02% Reduce -66.3% 7,596 $312K
Rothschild Wealth LLC 0.03% New 7,582 $311K
Asset Planning,Inc 0.22% Add +0.1% 7,574 $311K
Strategic Blueprint, LLC 0.02% Add +7.9% 7,567 $311K
Auxier Asset Management LLC 0.04% No change 7,566 $311K
Verum Partners LLC 0.06% Add +4.3% 7,557 $310K
Valley National Advisers Inc. 0.04% Add +12.0% 7,576 $310K
West Branch Capital LLC 0.08% Add +0.3% 7,531 $309K
Hohimer Wealth Management, LLC 0.04% No change 7,502 $308K
Norway Savings Bank 0.15% No change 7,500 $308K
HCR Wealth Advisors 0.03% Add +0.9% 7,493 $308K
Quadrant Private Wealth Management, LLC 0.05% Add +2.7% 7,493 $308K
Advyzon Investment Management, LLC 0.03% Add +1.3% 7,467 $307K
First Financial Bank - Trust Division 0.02% Reduce -1.2% 7,458 $306K
Cooper Financial Group 0.03% Add +6.5% 7,434 $305K
Berkshire Asset Management LLC 0.01% No change 7,430 $305K
Resolute Wealth Strategies, LLC 0.13% Add +15.0% 7,425 $305K
Innovative Asset Advisors Group, LLC 0.18% — 7,421 $305K
Guardian Wealth Advisors, LLC / NC 0.02% Add +0.3% 7,412 $304K
Kestra Investment Management, LLC 0.01% New 7,408 $304K
Ridgewood Investments LLC 0.12% — 7,397 $304K
MASTERINVEST Kapitalanlage GmbH 0.03% Add +12.2% 7,373 $303K
Wealth Effects LLC 0.11% Add +0.0% 7,366 $302K
71 West Capital Partners 0.01% New 7,361 $302K
Osmosis Investment Management UK Ltd 0.01% New 7,329 $301K
Napier Financial, LLC 0.07% New 7,294 $299K
Farmers National Bank 0.07% No change 7,294 $299K
BNC Wealth Management, LLC 0.08% No change 7,284 $299K
Bluespring Wealth Management, LLC 0.03% Reduce -6.2% 7,279 $299K
Cornerstone Management, Inc. 0.05% No change 7,262 $298K
BankChampaign, National Association 0.29% New 7,240 $297K
Gradient Investments LLC 0.00% Add +0.3% 7,232 $297K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +8.9% 7,207 $296K
Lee, Kelleher & Klein Wealth Management 0.18% No change 7,200 $296K
Rock Point Advisors, LLC 0.08% No change 7,200 $296K
Cache Advisors, LLC 0.03% No change 7,200 $296K
Salem Investment Counselors Inc. 0.01% Reduce -3.6% 7,154 $294K
KCM Investment Advisors LLC 0.01% Add +1.4% 7,109 $292K
Oxford Financial Group, LTD. LLC 0.02% Reduce -9.0% 7,072 $290K
Mather Group, Llc. 0.00% Add +5.3% 7,068 $290K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -1.1% 7,065 $290K
Greenwich Wealth Management LLC 0.01% Add +0.2% 7,076 $290K
Signet Financial Management, LLC 0.03% Reduce -2.1% 7,053 $290K
Flagship Harbor Advisors, LLC 0.01% Reduce -3.6% 7,050 $289K
Warburton Capital Management, LLC 0.14% Add +5.0% 6,814 $289K
CENTRAL TRUST Co 0.01% Reduce -0.8% 7,033 $289K
Everpar Advisors LLC 0.10% Reduce -2.8% 7,021 $288K
Summit Asset Management, LLC 0.04% Add +0.2% 6,998 $287K
Joule Financial, LLC 0.08% No change 6,995 $287K
Palacios Wealth Management, LLC 0.18% No change 6,279 $285K
ArrowMark Colorado Holdings LLC 0.01% Reduce -1.1% 6,940 $285K
Concord Wealth Partners 0.04% Reduce -0.0% 6,937 $285K
Defender Capital, LLC. 0.10% No change 6,910 $284K
Palisade Asset Management, LLC 0.03% Add +11.8% 6,897 $283K
Alta Advisers Ltd 0.10% No change 6,892 $283K
Master's Wealth Management Inc. 0.10% Reduce -6.4% 6,880 $282K
Haverford Trust Co 0.00% Add +11.3% 6,814 $280K
Circle Wealth Management, LLC 0.00% New 6,812 $280K
FAS Wealth Partners, Inc. 0.02% Reduce -2.1% 6,807 $279K
StoneX Group Inc. 0.01% Reduce -84.5% 6,820 $279K
A4 Wealth Advisors LLC 0.23% New 6,780 $278K
Bank of Hawaii 0.01% No change 6,780 $278K
Middleton & Co. Inc. 0.03% No change 6,775 $278K
Roehl & Yi Investment Advisors, LLC 0.10% Reduce -2.3% 6,772 $278K
Baron Wealth Management LLC 0.08% Reduce -5.8% 6,763 $278K
M.E. Allison & Co., Inc. 0.18% No change 6,759 $277K
Burling Wealth Partners, LLC 0.04% Reduce -12.8% 6,719 $276K
Thoma Capital Management LLC 0.16% Add +15.5% 6,703 $275K
Birch Hill Investment Advisors LLC 0.01% No change 6,700 $275K
Novem Group 0.03% Reduce -1.0% 6,694 $275K
Calton & Associates, Inc. 0.04% Add +16.3% 6,680 $274K
McElhenny Sheffield Capital Management, LLC 0.07% Add +3.8% 6,673 $274K
55 North Private Wealth, LLC 0.07% Add +6.7% 6,670 $274K
Boyd Watterson Asset Management LLC 0.08% Reduce -31.1% 6,651 $273K
Patton Fund Management, Inc. 0.05% Add +8.3% 6,642 $273K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 6,638 $272K
E Fund Management (Hong Kong) Co., Ltd. 0.12% Add +5.3% 6,625 $272K
Polaris Investment Advisors, LLC 0.20% No change 6,624 $272K
Simplicity Wealth,LLC 0.02% Add +17.5% 6,615 $272K
Rothschild Investment LLC 0.01% Reduce -10.2% 6,595 $271K
Access Financial Services, Inc. 0.10% New 6,570 $270K
Holistic Financial Partners 0.10% Add +1.9% 6,569 $270K
Stratos Investment Management, LLC 0.01% Add +0.6% 6,556 $269K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% Add +1.1% 6,553 $269K
Norris Perne & French LLP 0.01% Reduce -31.6% 6,550 $269K
Moneywise, Inc. 0.12% No change 6,518 $268K
Strategic Equity Management 0.10% Reduce -0.6% 6,518 $268K
Trust Co. of Toledo NA 0.03% Add +2.3% 6,507 $267K
ZWJ Investment Counsel Inc. 0.01% Add +2.2% 6,460 $265K
Fusion Capital, LLC 0.07% Add +0.1% 6,439 $264K
Mine & Arao Wealth Creation & Management, LLC. 0.11% Add +0.1% 6,431 $264K
Lakeridge Wealth Management LLC 0.11% Add +1.2% 6,419 $264K
Kathmere Capital Management, LLC 0.02% New 6,419 $264K
BCS Wealth Management 0.05% Reduce -33.1% 6,418 $263K
Quantum Financial Advisors, LLC 0.03% Reduce -0.0% 6,418 $263K
Optivise Advisory Services LLC 0.16% Add +8.1% 6,412 $263K
Fortress Private Ledger, LLC 0.08% Add +0.8% 6,382 $262K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Add +0.3% 6,347 $261K
Riverview Trust Co 0.32% Add +237.9% 6,336 $260K
WealthPoint Financial, LLC 0.22% Reduce -6.5% 6,334 $260K
Curi Capital, LLC 0.00% Reduce -6.0% 6,327 $260K
Allred Capital Management, LLC 0.09% Add +0.6% 6,320 $259K
American Institute for Advanced Investment Management, LLP 0.17% No change 6,320 $259K
Beaton Management Co. Inc. 0.12% No change 6,315 $259K
Soltis Investment Advisors LLC 0.02% New 6,302 $259K
Country Trust Bank 0.00% No change 6,300 $259K
Abacus Planning Group, Inc. 0.03% Reduce -0.3% 6,274 $258K
Generation Capital Management LLC 0.19% No change 6,256 $257K
Debussy Capital Management LP 0.04% Reduce -0.6% 6,241 $256K
Front Row Advisors LLC 0.09% No change 6,240 $256K
Heritage Trust Co 0.03% Reduce -1.4% 6,235 $256K
CVA Family Office, LLC 0.03% Add +26.5% 6,233 $256K
FC Advisory LLC 0.07% No change 6,191 $254K
Madison Asset Management, LLC 0.00% No change 6,188 $254K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -0.0% 6,137 $252K
Defiance ETFs, LLC 0.00% New 6,134 $252K
Sound Income Strategies, LLC 0.01% Reduce -37.4% 6,070 $252K
IFG Advisors, LLC 0.04% No change 6,126 $251K
Quarry LP 0.05% Reduce -52.7% 6,124 $251K
Biltmore Family Office, LLC 0.04% No change 6,114 $251K
Centiva Capital, LP 0.01% New 6,112 $251K
Elyxium Wealth, LLC 0.08% Add +4.8% 6,088 $250K
Finward Bancorp 0.20% No change 6,072 $249K
Braun-Bostich & Associates Inc. 0.16% Reduce -0.4% 6,069 $249K
SmartHarvest Portfolios, LLC 0.10% Reduce -18.2% 6,053 $248K
Roberts Glore & Co. Inc. 0.07% No change 6,042 $248K
Emerald Advisors, LLC 0.03% Reduce -0.4% 6,035 $248K
MCF Advisors LLC 0.01% Reduce -40.6% 6,026 $247K
Baker Avenue Asset Management, LP 0.01% Add +2.1% 6,017 $247K
Barr E S & Co. 0.01% No change 6,007 $247K
Heartwood Wealth Advisors LLC 0.02% Reduce -3.3% 6,005 $247K
Borer Denton & Associates, Inc. 0.09% Reduce -20.0% 6,000 $246K
Montgomery Investment Management Inc. 0.08% No change 6,000 $246K
Capital Investment Counsel, Inc 0.03% Reduce -24.3% 6,000 $246K
ARS Investment Partners, LLC 0.01% No change 6,000 $246K
Curran Financial Partners, LLC 0.04% Reduce -10.0% 5,997 $246K
HBW Advisory Services LLC 0.03% New 5,987 $246K
Rosenberg Matthew Hamilton 0.05% Add +12.3% 5,962 $245K
SeaCrest Wealth Management, LLC 0.03% Reduce -2.0% 5,953 $244K
Insigneo Advisory Services, LLC 0.02% Reduce -38.4% 5,919 $243K
RD Lewis Holdings, Inc. 0.21% No change 5,677 $241K
Quent Capital, LLC 0.02% Reduce -1.3% 5,873 $241K
Little House Capital LLC 0.06% No change 5,872 $241K
Cornerstone Select Advisors, LLC 0.15% No change 5,865 $241K
Uptick Partners, LLC 0.05% Reduce -2.5% 5,863 $241K
Capital Square, LLC 0.11% New 5,292 $240K
Parkshore Wealth Management, Inc. 0.08% Reduce -0.1% 5,853 $240K
Allen Capital Group, LLC 0.02% New 5,853 $240K
Aaron Wealth Advisors LLC 0.01% New 5,849 $240K
Certuity, LLC 0.02% Add +5.6% 5,834 $240K
Summit Wealth Group LLC / Co. 0.03% New 5,832 $239K
Cerro Pacific Wealth Advisors LLC 0.06% New 5,829 $239K
Atlas Brown,Inc. 0.07% Add +0.0% 5,828 $239K
Segment Wealth Management, LLC 0.01% Reduce -31.4% 5,824 $239K
180 Wealth Advisors, LLC 0.03% Reduce -1.3% 5,821 $239K
Red Door Wealth Management, LLC 0.02% Add +0.3% 5,786 $238K
Wexford Capital LP 0.04% Add +9.3% 5,772 $237K
Keystone Financial Group 0.02% Reduce -73.1% 5,764 $237K
Credit Industriel Et Commercial 0.04% Reduce -60.5% 5,747 $236K
Cheviot Value Management, LLC 0.02% No change 5,730 $235K
VeraBank, N.A. 0.04% Reduce -7.6% 5,717 $235K
Wealth Management Nebraska 0.02% Add +1.8% 5,706 $234K
Roan Capital Partners 0.22% — 5,702 $234K
One Charles Private Wealth Services, LLC 0.06% No change 5,702 $234K
Towne Trust Company, N.A 0.08% Reduce -38.0% 5,700 $234K
Carderock Capital Management Inc. 0.06% No change 5,700 $234K
Wallace Advisory Group, LLC 0.25% New 5,691 $234K
Ignite Planners, LLC 0.04% New 5,636 $233K
CFM Wealth Partners LLC 0.03% No change 5,657 $232K
Pine Haven Investment Counsel, Inc 0.17% Reduce -6.7% 5,600 $230K
OLIO Financial Planning 0.06% No change 5,600 $230K
KPP Advisory Services LLC 0.03% No change 5,596 $230K
Main Street Financial Solutions, LLC 0.02% Add +0.3% 5,575 $229K
RAM Investment Partners, LLC 0.04% Add +50.0% 5,555 $228K
Jaffetilchin Investment Partners, LLC 0.01% New 5,532 $227K
Income Insurance Ltd 0.15% No change 5,530 $227K
Brown Miller Wealth Management, LLC 0.06% Reduce -3.1% 5,521 $227K
GAMCO Investors 0.00% New 5,512 $226K
Catalyst Funds Management Pty Ltd 0.04% New 5,502 $226K
White Pine Capital LLC 0.06% New 5,492 $225K
Sage Private Wealth Group, LLC 0.11% Reduce -14.7% 5,489 $225K
Altura Wealth Advisors Inc. 0.10% New 5,483 $225K
Gateway Wealth Partners, LLC 0.01% New 5,450 $224K
Eldridge Investment Advisors, Inc. 0.05% New 5,424 $223K
Spinnaker Investment Group, LLC 0.05% Reduce -4.6% 5,422 $223K
Financial Symmetry Inc 0.08% New 4,895 $222K
Thayer Partners, LLC / MA 0.11% New 5,417 $222K
Marex Group Ltd 0.00% New 5,393 $221K
S&co Inc. 0.01% New 5,400 $221K
Michael Brady & Co., LLC 0.22% Reduce -8.9% 5,381 $221K
BIP Wealth, LLC 0.01% New 5,364 $220K
Cambient Family Office, LLC 0.03% New 5,354 $220K
Regal Investment Advisors LLC 0.01% New 5,351 $220K
Facet Wealth, Inc. 0.00% New 5,346 $219K
Moss Adams Wealth Advisors LLC 0.02% New 5,341 $219K
Purpose Unlimited Inc. 0.01% New 5,330 $219K
Strive Financial Group ,LLC 0.12% Add +0.3% 5,301 $218K
Aspire Private Capital, LLC 0.05% Reduce -14.1% 5,288 $217K
Natural Investments, LLC 0.05% New 5,290 $217K
PGIM Custom Harvest LLC 0.00% New 5,280 $217K
Portfolio Design Labs, LLC 0.04% New 5,278 $217K
Nicholas Hoffman & Company, LLC. 0.01% New 5,267 $216K
Duncan Williams Asset Management, LLC 0.06% No change 5,250 $216K
Base Wealth Management LLC 0.12% New 5,234 $215K
Bison Wealth, LLC 0.02% New 4,827 $214K
Charter Research & Investment Group, Inc. 0.14% New 5,221 $214K
Whalerock Point Partners, LLC 0.04% New 5,218 $214K
Axq Capital, LP 0.03% Reduce -80.7% 5,194 $213K
waypoint wealth counsel 0.11% Reduce -9.2% 5,189 $213K
Northwest Wealth Management, LLC 0.03% New 5,189 $213K
Johnson Financial Group, Inc. 0.01% No change 5,177 $213K
Root Financial Partners, LLC 0.01% Add +8.7% 5,169 $212K
Berger Financial Group, Inc 0.01% New 5,168 $212K
Parr McKnight Wealth Management Group, LLC 0.03% New 5,166 $212K
CYBER HORNET ETFs LLC 0.14% Reduce -7.1% 5,119 $212K
Ashton Thomas Private Wealth, LLC 0.01% New 5,162 $212K
Verus Financial Partners, Inc. 0.02% New 4,936 $211K
CenterBook Partners LP 0.01% New 5,132 $211K
Knightsbridge Asset Management, LLC 0.03% New 5,128 $211K
Cypress Wealth Services, LLC 0.03% New 5,114 $210K
Kirkwood Financial Services 0.07% New 5,095 $209K
Key Financial Inc 0.04% Add +70.8% 5,085 $209K
Earned Wealth Advisors, LLC 0.01% New 5,077 $208K
Widmann Financial Services, Inc. 0.12% New 5,065 $208K
Wills Financial Group LLC 0.08% New 4,679 $208K
Ingalls & Snyder LLC 0.01% New 5,031 $207K
Chapman Financial Group, LLC 0.15% No change 5,042 $207K
First Heartland Consultants, Inc. 0.02% New 5,031 $207K
Five Oceans Advisors 0.07% New 5,001 $205K
GeoWealth Management, LLC 0.01% New 5,001 $205K
Harvey Capital Management Inc. 0.05% New 5,000 $205K
Stronghold Wealth Management L.L.C. 0.31% New 4,978 $204K
Vickerman Investment Advisors, Inc. 0.04% New 4,974 $204K
Stablepoint Partners, LLC 0.03% New 4,968 $204K
Transcend Capital Advisors, LLC 0.02% New 4,967 $204K
Nvest Financial, LLC 0.08% New 4,960 $204K
JT Stratford LLC 0.03% New 4,952 $203K
Roxbury Financial LLC 0.18% Add +0.2% 4,952 $203K
Rockland Trust Co. 0.01% New 4,950 $203K
Thompson David Blair 0.12% New 4,946 $203K
Turning Point Benefit Group, Inc. 0.13% Add +0.5% 4,974 $203K
M3 Advisory Group, LLC 0.12% New 4,934 $203K
SYM FINANCIAL Corp 0.02% New 4,932 $202K
Waddell & Associates, LLC 0.01% New 4,901 $201K
Colonial River Investments, LLC 0.07% New 4,901 $201K
Plancorp, LLC 0.01% New 4,752 $201K
Grandview Asset Management LLC 0.06% Reduce -81.7% 4,886 $201K
Whitegate Investment Counselors, Inc. 0.06% New 4,885 $201K
Werba Rubin Papier Wealth Management 0.03% New 4,874 $200K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.48% New 4,741 $195K
DT Investment Partners, LLC 0.02% No change 4,740 $195K
Strategic Investment Solutions, Inc. 0.05% Add +0.3% 4,625 $190K
1015 Capital Partners, LLC 0.17% Add +12.1% 4,375 $180K
Atlas Capital Advisors Inc. 0.02% No change 4,318 $177K
Destiny Wealth Partners, LLC 0.02% New 4,280 $176K
McMillan Office, Inc. 0.02% No change 4,200 $172K
Chelsea Counsel Co. 0.07% No change 4,100 $168K
Oslo Pensjonsforsikring AS 0.03% — 4,000 $164K
Colonial Trust Advisors 0.01% No change 3,981 $163K
Richardson Financial Services Inc. 0.10% Reduce -2.5% 3,893 $160K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -8.2% 3,861 $158K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 3,850 $158K
Union Savings Bank 0.07% No change 3,800 $156K
Basepoint Wealth LLC 0.09% Reduce -29.6% 3,747 $154K
J.Safra Asset Management Corp 0.01% No change 3,745 $154K
Signature Equity Partners, LLC 0.08% Reduce -8.9% 3,695 $152K
Cassaday & Co Wealth Management LLC 0.00% New 3,684 $151K
TD Capital Management LLC 0.01% No change 3,645 $150K
Golden State Wealth Management, LLC 0.02% Add +0.0% 3,642 $150K
Asset Dedication, LLC 0.01% Reduce -23.6% 3,607 $148K
Financial Gravity Asset Management, Inc. 0.03% Add +1945.5% 3,600 $148K
Beacon Investment Advisory Services, Inc. 0.01% New 3,594 $148K
Avalon Trust Co 0.01% No change 3,580 $147K
Holos Integrated Wealth LLC 0.07% No change 3,520 $146K
Elevation Wealth Partners, LLC 0.05% No change 3,549 $146K
Dunhill Financial, LLC 0.03% Add +0.2% 3,547 $146K
Wall Street Financial Group, Inc. 0.09% New 3,510 $144K
Transamerica Financial Advisors, LLC 0.01% Reduce -22.9% 3,480 $143K
Financial Management Professionals, Inc. 0.02% No change 3,440 $141K
Ankerstar Wealth, LLC 0.15% Add +69.5% 3,423 $141K
REAP Financial Group, LLC 0.03% Add +21.4% 3,419 $140K
Cromwell Holdings LLC 0.08% No change 3,410 $140K
Vision Financial Markets LLC 0.14% No change 3,400 $140K
McIlrath & Eck, LLC 0.01% No change 3,239 $133K
Vanguard National Trust Co 0.01% — 3,232 $133K
Plante Moran Financial Advisors, LLC 0.01% Add +27.0% 3,177 $130K
Paladin Advisory Group, LLC 0.10% No change 3,162 $130K
Spire Wealth Management 0.00% Reduce -0.4% 3,150 $129K
IFG Advisory, LLC 0.37% Reduce -68.3% 3,150 $129K
Versant Capital Management, Inc 0.01% Add +32.0% 3,078 $126K
CDKV Holdings LLC 0.11% No change 3,067 $126K
MidFirst Bank 0.01% Reduce -1.7% 3,047 $125K
Fortis Group Advisors, LLC 0.02% No change 3,015 $124K
Kimelman & Baird, LLC 0.01% No change 3,000 $123K
DiNuzzo Private Wealth, Inc. 0.01% No change 2,976 $122K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -5.6% 2,850 $120K
Washington Trust Advisors, Inc. 0.01% Reduce -16.9% 2,931 $120K
Pinney & Scofield, Inc. 0.06% No change 2,925 $120K
Meramec Financial Planners, LLC 0.05% No change 2,685 $117K
Clearstead Trust, LLC 0.02% No change 2,842 $117K
KERR FINANCIAL PLANNING Corp 0.08% Add +0.4% 2,537 $115K
Timothy G. Youngquist 2020 Irrevocable Trust 0.06% New 2,761 $113K
SOA Wealth Advisors, LLC. 0.02% No change 111,914 $112K
Axiom Investment Management LLC 0.08% — 2,700 $111K
GS Investments, Inc. 0.06% New 2,700 $111K
Capital Advisors, Ltd. LLC 0.01% No change 2,676 $110K
Gleason Group, Inc. 0.01% Add +0.4% 2,656 $109K
Proffitt & Goodson Inc. 0.02% No change 2,641 $108K
Beaird Harris Wealth Management, LLC 0.01% Add +5.3% 2,617 $107K
Glen Eagle Advisors, LLC 0.01% Add +0.0% 2,605 $107K
True Link Financial Advisors, LLC 0.01% New 2,581 $106K
Cornerstone Planning Group LLC 0.01% Add +10.2% 2,351 $106K
Strategic Investment Advisors / MI 0.01% New 2,509 $103K
Tacita Capital Inc 0.06% No change 2,490 $102K
Alerus Financial NA 0.01% Reduce -5.8% 2,454 $101K
Anfield Capital Management, LLC 0.03% Add +12794.7% 2,450 $101K
TFC Financial Management, Inc. 0.01% Reduce -35.4% 2,433 $100K
Salomon & Ludwin, LLC 0.01% No change 2,341 $96K
Keating Financial Advisory Services, Inc. 0.02% Reduce -1.9% 2,307 $95K
Beacon Financial Strategies CORP 0.05% No change 2,298 $94K
GW&K Investment Management, LLC 0.00% Add +3.5% 2,301 $94K
Bernard Wealth Management Corp. 0.04% No change 2,286 $94K
Mb, Levis & Associates, LLC 0.04% No change 2,252 $92K
Silvant Capital Management LLC 0.00% No change 2,199 $90K
Main Street Group, LTD 0.03% New 2,188 $90K
Strategic Wealth Advisors LLC 0.07% No change 2,190 $89K
Avion Wealth 0.02% Add +15.1% 2,189 $89K
Lloyd Advisory Services, LLC. 0.03% New 2,163 $89K
Kingdom Financial Group LLC. 0.03% Add +4406.3% 2,163 $89K
Sankala Group LLC 0.07% No change 2,181 $87K
Trifecta Capital Advisors, LLC 0.01% No change 2,100 $86K
Provenance Wealth Advisors, LLC 0.01% No change 2,096 $86K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 2,080 $85K
BankPlus Trust Department 0.02% No change 2,043 $84K
DHJJ Financial Advisors, Ltd. 0.03% No change 2,041 $84K
MBM Wealth Consultants, LLC 0.02% New 2,000 $82K
Trust Co 0.01% Add +11.8% 1,990 $82K
Bruce G. Allen Investments, LLC 0.05% Reduce -28.0% 1,984 $81K
Trask Adam Roland 0.08% — 1,950 $80K
Kelly Lawrence W & Associates Inc. 0.02% No change 1,950 $80K
Kentucky Trust Co 0.04% No change 1,945 $80K
SJS Investment Consulting Inc. 0.01% No change 1,925 $79K
Manchester Capital Management LLC 0.01% Reduce -17.1% 1,880 $77K
Sunbelt Securities, Inc. 0.00% No change 1,848 $76K
Community Financial Services Group, LLC 0.01% New 1,800 $75K
Acima Private Wealth, LLC 0.02% No change 1,800 $74K
Core Alternative Capital 0.02% No change 1,800 $74K
Prosperity Bancshares Inc 0.06% Reduce -58.8% 1,781 $73K
Aventura Private Wealth, LLC 0.03% Add +0.9% 1,759 $72K
Twin Peaks Wealth Advisors, LLC 0.02% New 1,748 $72K
MV Capital Management, Inc. 0.01% Reduce -8.2% 1,740 $71K
Ascentis Independent Advisors 0.01% New 1,733 $71K
Evelyn Partners Asset Management Ltd 0.02% No change 1,732 $71K
Financial Perspectives, Inc 0.02% Add +0.2% 1,705 $70K
Godsey & Gibb, Inc. 0.01% Reduce -36.0% 1,688 $69K
Leonteq Securities AG 0.00% Reduce -27.0% 1,673 $69K
Bullock Wealth Management Group 0.03% Add +0.2% 1,657 $69K
Valley Wealth Managers, Inc. 0.00% Add +120.0% 1,650 $68K
Clayton Financial Group LLC 0.03% Reduce -13.0% 1,625 $67K
Nemes Rush Group LLC 0.01% Reduce -3.7% 1,621 $67K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,620 $67K
Princeton Global Asset Management LLC 0.01% No change 1,600 $66K
Owl Creek Wealth Partners LLC 0.02% — 1,588 $65K
Physician Wealth Advisors, Inc. 0.01% Add +0.9% 1,583 $65K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 1,540 $63K
Corsicana & Co. 0.04% No change 2,148 $63K
Orion Capital Management LLC 0.02% No change 1,527 $63K
Caldwell Sutter Capital, Inc. 0.03% Reduce -1.6% 1,516 $62K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 1,500 $62K
JFS Wealth Advisors, LLC 0.00% Add +0.3% 1,501 $62K
Webster Bank, N. A. 0.01% Reduce -40.6% 1,500 $62K
CrossGen Wealth, LLC 0.05% Add +0.4% 1,496 $61K
Gen-Wealth Partners Inc 0.02% Reduce -25.2% 1,487 $61K
Global Assets Advisory, LLC 0.02% New 1,456 $60K
Mark Sheptoff Financial Planning, LLC 0.03% Reduce -84.7% 1,300 $59K
Fortitude Family Office, LLC 0.01% Add +73.2% 1,401 $58K
Southern Michigan Bank & Trust 0.02% — 1,371 $56K
Pinnacle Bancorp, Inc. 0.02% No change 1,329 $55K
Broadwater Capital Management LLC 0.04% No change 1,485 $54K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +87.8% 1,268 $52K
Financial Network Wealth Advisors LLC 0.05% Add +8.7% 1,266 $52K
Millstone Evans Group, LLC 0.03% No change 1,239 $51K
American National Bank & Trust 0.00% No change 1,201 $49K
Lavaca Capital LLC 0.01% No change 1,200 $49K
YANKCOM Partnership 0.02% Reduce -10.8% 1,142 $47K
Tradewinds Capital Management, LLC 0.01% No change 1,140 $47K
Opal Wealth Advisors, LLC 0.01% New 1,133 $47K
Operose Advisors LLC 0.01% Add +85.6% 1,125 $46K
SHP Wealth Management 0.00% Add +33.6% 1,101 $45K
True Wealth Design, LLC 0.01% Reduce -5.3% 1,081 $44K
Barrett & Company, Inc. 0.01% No change 1,046 $43K
Barnes Dennig Private Wealth Management LLC 0.04% No change 1,020 $42K
Burkett Financial Services, LLC 0.01% Add +0.4% 1,019 $42K
SBI Securities Co., Ltd. 0.00% Add +1.2% 1,016 $42K
Vision Retirement, LLC 0.01% Add +0.3% 1,010 $41K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 1,007 $41K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,000 $41K
Clark Wealth Partners 0.03% Add +0.2% 958 $39K
Park Place Capital Corp 0.01% Reduce -1.6% 952 $39K
PlanVest Financial, Inc 0.03% — 925 $38K
Kennebec Savings Bank 0.03% No change 917 $38K
Private Wealth Management Group, LLC 0.01% No change 909 $37K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.5% 905 $37K
Bellevue Asset Management, LLC 0.02% No change 900 $37K
Fourth Dimension Wealth, LLC 0.01% No change 900 $37K
CNB Bank 0.02% Reduce -5.3% 889 $36K
Clean Yield Group 0.01% No change 879 $36K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +0.3% 867 $36K
WFA of San Diego, LLC 0.03% No change 846 $35K
Acumen Wealth Advisors, LLC 0.01% No change 845 $35K
Fairscale Capital, LLC 0.02% No change 845 $35K
Wilkerson Advisory Group LLC 0.01% Add +97.4% 829 $34K
Coston, McIsaac & Partners 0.01% Add +0.2% 836 $34K
Thompson Investment Management, Inc. 0.00% No change 825 $34K
Legacy Wealth Managment, LLC 0.02% Add +10.7% 805 $33K
Monetary Management Group Inc. 0.01% No change 800 $33K
Virginia Estate & Retirement Planning Advisors Inc. 0.06% — 789 $32K
Robinswood Financial LLC 0.01% Add +0.4% 785 $32K
Align Financial, LLC 0.02% Reduce -97.2% 777 $32K
Albion Financial Group 0.00% Add +2.9% 772 $32K
Sachetta, LLC 0.02% Add +3.6% 757 $31K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 750 $31K
Aventus Investment Advisors, Inc. 0.03% No change 720 $30K
Pacific Center for Financial Services 0.01% No change 720 $30K
Center for Financial Planning, Inc. 0.00% No change 720 $30K
Mascoma Wealth Management LLC 0.01% No change 718 $29K
Midwest Capital Advisors, LLC 0.01% No change 712 $29K
MPWM Advisory Solutions, LLC 0.02% Add +0.3% 703 $29K
Raffa Wealth Management, LLC 0.00% Add +24.7% 701 $29K
Darwin Wealth Management, LLC 0.01% Add +0.3% 674 $28K
Kemnay Advisory Services Inc. 0.00% Reduce -99.8% 661 $27K
Financial Connections Group, Inc. 0.01% No change 659 $27K
JPL Wealth Management, LLC 0.01% New 657 $27K
Quest 10 Wealth Builders, Inc. 0.02% Add +122.9% 642 $26K
2UniFi Bank 0.01% No change 632 $26K
NFSG Corp 0.00% Add +20.0% 631 $26K
Rational Advisors, Inc. 0.00% No change 625 $26K
Meeder Asset Management Inc. 0.00% Reduce -23.0% 614 $25K
Pin Oak Investment Advisors Inc. 0.02% No change 600 $25K
Capital Advisor Network LLC 0.03% — 600 $25K
Hickory Point Bank & Trust 0.02% New 600 $25K
Peoples Financial Services Corp. 0.01% No change 600 $25K
Catalyst Capital Advisors LLC 0.00% Reduce -27.4% 586 $24K
Highline Wealth Partners LLC 0.01% Add +22.0% 583 $24K
Strategic Wealth Partners, Ltd. 0.00% Add +2.2% 566 $23K
Motco 0.00% No change 559 $23K
Archer Investment Corp 0.00% No change 540 $22K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +27.3% 536 $22K
Joseph Group Capital Management 0.01% Add +64.5% 523 $21K
Signature Resources Capital Management, LLC 0.01% Add +26.8% 521 $21K
Atlantic Private Wealth, LLC 0.01% No change 520 $21K
Dynamic Wealth Strategies, LLC 0.01% New 511 $21K
Retirement Wealth Solutions LLC 0.01% Reduce -15.4% 506 $21K
IFS Advisors, LLC 0.01% No change 461 $19K
Abound Wealth Management 0.00% Reduce -1.3% 452 $19K
Noble Wealth Management PBC 0.01% No change 450 $18K
United Financial Planning Group LLC 0.01% Add +49.0% 447 $18K
Arlington Trust Co LLC 0.00% Add +65.8% 431 $18K
Covestor Ltd 0.01% Reduce -43.1% 408 $17K
Elevated Capital Advisors, LLC 0.00% No change 413 $17K
High Note Wealth, LLC 0.00% Add +16.1% 411 $17K
Valued Wealth Advisors LLC 0.01% Add +47.3% 411 $17K
WPG Advisers, LLC 0.01% Reduce -3.3% 386 $16K
Westfuller Advisors, LLC 0.01% Reduce -7.3% 379 $16K
Entrust Financial LLC 0.01% Add +8.2% 357 $15K
Financial Avengers, Inc. 0.01% Add +0.6% 348 $14K
Greykasell Wealth Strategies, Inc. 0.01% New 341 $14K
Creative Capital Management Investments LLC 0.00% No change 340 $14K
Bogart Wealth, LLC 0.00% Add +41.0% 337 $14K
LFA - Lugano Financial Advisors SA 0.01% No change 333 $14K
Solstein Capital, LLC 0.01% No change 333 $14K
ESL Trust Services, LLC 0.00% No change 330 $14K
Syntax Research, Inc. 0.01% No change 324 $13K
Dogwood Wealth Management LLC 0.01% Add +88.4% 324 $13K
Essential Partners LLC 0.00% No change 317 $13K
Activest Wealth Management 0.00% Reduce -67.3% 317 $13K
N.E.W. Advisory Services LLC 0.00% No change 317 $13K
Ares Financial Consulting, LLC 0.01% Add +0.3% 308 $13K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 309 $13K
Evolution Wealth Management Inc. 0.01% Add +106.0% 309 $13K
Bayban 0.01% No change 300 $12K
HHM Wealth Advisors, LLC 0.00% No change 300 $12K
Tidemark, LLC 0.00% Add +5.7% 298 $12K
Bay Harbor Wealth Management, LLC 0.00% Add +38.7% 276 $11K
HighMark Wealth Management LLC 0.00% Reduce -23.9% 274 $11K
Chesapeake Asset Management LLC 0.01% Add +0.4% 272 $11K
Wiser Advisor Group LLC 0.01% No change 267 $11K
Addison Advisors LLC 0.00% Reduce -1.1% 265 $11K
Kilter Group LLC 0.00% Add +9.7% 261 $11K
Bare Financial Services, Inc 0.00% Add +19.4% 246 $10K
Richardson Capital Management LLC 0.00% Add +529.7% 233 $10K
Lummis Asset Management, LP 0.01% No change 229 $9K
Boreal Capital Management LLC 0.01% No change 225 $9K
Tsfg, LLC 0.00% Add +0.5% 208 $9K
HFM Investment Advisors, LLC 0.00% Reduce -44.8% 216 $9K
Prestige Wealth Management Group LLC 0.00% Reduce -42.0% 215 $9K
Ballast Advisors LLC 0.00% New 207 $8K
RMG Wealth Management LLC 0.00% New 189 $8K
Y.D. More Investments Ltd 0.00% Reduce -1.4% 64,165 $8K
Marquette Asset Management, LLC 0.00% Add +32.7% 199 $8K
Bell Investment Advisors, Inc 0.00% No change 193 $8K
Rialto Wealth Management, LLC 0.00% Add +60.9% 177 $7K
Prudent Man Investment Management, Inc. 0.00% No change 200 $7K
Burk Holdings LLC 0.00% New 174 $7K
Ogorek Anthony Joseph /NY/ 0.00% No change 180 $7K
Investment Research & Advisory Group, Inc. 0.00% Add +0.8% 126 $7K
Hughes Financial Services, LLC 0.00% Add +11.6% 163 $7K
Hollencrest Capital Management 0.00% No change 156 $6K
Wolff Wiese Magana LLC 0.00% No change 153 $6K
Triumph Capital Management 0.00% Add +261.9% 152 $6K
Luken Investment Analytics, LLC 0.00% No change 150 $6K
Vermillion Wealth Management, Inc. 0.00% New 149 $6K
Penserra Capital Management LLC 0.00% Reduce -1.9% 156 $6K
Scarborough Advisors, LLC 0.00% New 137 $6K
Principia Wealth Advisory, LLC 0.00% Add +20.9% 133 $5K
Halbert Hargrove Global Advisors, LLC 0.00% No change 123 $5K
Aspect Partners, LLC 0.00% No change 114 $5K
Turim 21 Investimentos Ltda. 0.00% New 111 $5K
Portus Wealth Advisors, LLC 0.00% New 110 $5K
Magnolia Wealth Management, LLC 0.00% New 110 $5K
IMG Wealth Management, Inc. 0.00% Add +40.3% 108 $4K
Investors Portfolio Services LLC 0.00% Add +94.2% 101 $4K
Tiaa Trust, National Association 0.00% Reduce -99.9% 106 $4K
Evergreen Advisors, LLC 0.00% New 99 $4K
IMA Advisory Services, Inc. 0.00% Add +15.3% 98 $4K
Cornerstone Financial Management LLC 0.00% Add +16.5% 92 $4K
North Ridge Wealth Advisors, Inc. 0.00% No change 90 $4K
Synergy Investment Management, LLC 0.00% New 87 $4K
Bravera Wealth 0.00% No change 81 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -94.5% 81 $3K
Toth Financial Advisory Corp. 0.00% No change 76 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% New 64 $3K
Red Tortoise LLC 0.00% No change 61 $3K
Investors Research Corp 0.00% New 60 $2K
Silicon Valley Capital Partners 0.00% Add +2850.0% 59 $2K
Benson Wealth Management INC 0.00% No change 56 $2K
Quaker Wealth Management, LLC 0.00% Reduce -49.1% 55 $2K
Crewe Advisors LLC 0.00% Reduce -36.9% 53 $2K
American Capital Advisory, LLC 0.00% No change 51 $2K
Intentional Wealth Strategies, LLC 0.00% — 49 $2K
Merrithew & Thorsten Inc 0.00% No change 67 $2K
POM Investment Strategies, LLC 0.00% New 48 $2K
PayPay Securities Corp 0.06% Reduce -25.9% 43 $2K
Seneschal Advisors, LLC 0.00% No change 44 $2K
Global Wealth Strategies & Associates 0.00% New 44 $2K
SWAN Capital LLC 0.00% No change 42 $2K
S&T Bank 0.00% No change 41 $2K
Imprint Wealth LLC 0.01% Reduce -83.6% 35 $1K
Networth Advisors, LLC 0.00% No change 34 $1K
Arcadia Investment Management Corp. 0.00% No change 31 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 30 $1K
Sunrise Financial Services, LLC 0.00% Add +21.7% 28 $1K
Ameriflex Group, Inc. 0.00% No change 28 $1K
Stone House Investment Management, LLC 0.00% No change 28 $1K
TopTier Wealth Management, LLC 0.00% New 26 $1K
Westside Investment Management, Inc. 0.00% No change 26 $1K
Nvwm, LLC 0.00% No change 25 $1K
Phillip James Consulting Co. 0.00% New 26 $1K
Curio Wealth, LLC 0.00% New 22 $903
Whipplewood Advisors, LLC 0.00% New 17 $698
3 Factor Indexing, LLC 0.00% — 16 $657
Torren Management, LLC 0.00% Reduce -99.3% 15 $632
First Pacific Financial 0.00% New 13 $534
Godfrey Financial Associates, Inc. 0.00% No change 10 $411
Rakuten Securities, Inc. 0.00% Reduce -90.9% 2 $82
Hilton Head Capital Partners, LLC 0.00% No change 1 $41

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