CSXCSX

13F holders, Q2 2026 (June 30)
1,998holders +123
214new positions
90sold out
12famous investors
$47.47avg. 13F price*

At the end of Q2 2026, 1,998 institutions reported holding CSX Corp. (CSX) in their 13F filings, up 123 from Q1 2026. 214 opened new positions and 90 sold out. The largest holders were BlackRock, Inc. ($7.7B), Vanguard Capital Management LLC ($5.8B) and State Street Corp. ($4.3B). 12 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Tom Gayner (0.2% of Markel Group's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions214$820.6M
Exits90$939.9M

All 13F filers, Q1 2026 → Q2 2026: 102,014,613 shares bought and 111,619,202 shares sold, net −9,604,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,998 holders

BlackRock, Inc. 0.11% Add +0.5% 161,062,005 $7.7B
Vanguard Capital Management LLC 0.12% Add +0.5% 121,371,632 $5.8B
State Street Corp. 0.13% Add +2.7% 91,455,446 $4.3B
T. Rowe Price Associates Inc. 0.34% Reduce -6.9% 70,889,485 $3.4B
Invesco Ltd. 0.22% Reduce -0.2% 58,361,617 $2.8B
Geode Capital Management, LLC 0.11% Add +0.7% 44,162,148 $2.1B
Vanguard Portfolio Management LLC 0.08% Add +1.8% 37,227,799 $1.8B
JPMorgan Chase & Co. 0.10% Reduce -8.6% 36,262,181 $1.7B
Bank of America Corp. 0.10% Reduce -20.2% 33,641,111 $1.6B
Fisher Asset Management 0.40% Add +2.9% 28,042,636 $1.3B
Morgan Stanley 0.07% Add +2.5% 26,091,964 $1.2B
Norges Bank 0.12% — 25,950,269 $1.2B
Ameriprise Financial Inc. 0.24% Reduce -3.1% 25,312,000 $1.2B
Dimensional Fund Advisors LP 0.19% Reduce -6.7% 22,301,185 $1.1B
Royal Bank of Canada 0.17% Add +8.6% 21,572,127 $1.0B
Capital Research Global Investors 0.13% Add +2.8% 20,221,215 $961.1M
Bank of New York Mellon Corp 0.16% Reduce -30.0% 19,994,223 $950.3M
Northern Trust Corp. 0.10% Reduce -0.3% 18,836,492 $895.3M
Goldman Sachs Group Inc. 0.09% Reduce -7.7% 18,138,165 $862.1M
Legal & General Group Plc 0.16% Reduce -4.5% 15,716,411 $747.0M
Deutsche Bank AG 0.20% Add +1.4% 14,420,749 $685.4M
Amundi 0.16% Add +19.1% 13,977,575 $664.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +3.7% 13,545,422 $643.8M
FMR LLC 0.03% Reduce -12.2% 13,318,050 $633.0M
Neuberger Berman Group LLC 0.42% Add +6.9% 13,098,959 $622.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.75% Add +12.4% 13,094,273 $622.4M
Charles Schwab Investment Management Inc. 0.08% Reduce -0.3% 12,605,769 $599.2M
Vanguard Fiduciary Trust Co. 0.11% Reduce -0.4% 10,432,901 $495.9M
Holocene Advisors, LP 1.05% Add +93.2% 9,641,428 $458.3M
American Century Companies Inc. 0.20% Reduce -9.7% 9,453,902 $449.3M
UBS Group AG 0.07% Reduce -7.6% 9,204,473 $437.5M
Victory Capital Management Inc. 0.24% Reduce -20.4% 9,066,745 $430.9M
Cohen & Steers, Inc. 0.65% Add +5.8% 8,703,638 $413.7M
FIL Ltd 0.30% Add +18.4% 8,647,009 $411.0M
Nuveen, LLC 0.10% Add +6.9% 8,635,841 $410.5M
SG Americas Securities, LLC 0.21% Add +545.0% 7,551,977 $358.9M
Voya Investment Management LLC 0.35% Add +1467.0% 7,413,211 $352.0M
Alliancebernstein L.P. 0.11% Reduce -28.1% 7,838,451 $321.8M
Capital World Investors 0.03% Add +0.9% 5,937,284 $282.2M
National Pension Service 0.17% Add +0.8% 5,567,393 $264.6M
Citadel Advisors 0.15% Add +627.2% 5,514,487 $262.1M
Schroder Investment Management Group 0.18% Add +1.6% 5,411,886 $257.2M
Swiss National Bank 0.13% Reduce -4.0% 5,246,000 $249.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +8.5% 4,729,835 $224.8M
Thrivent Financial for Lutherans 0.37% Add +10.7% 4,542,344 $215.9M
Millennium Management 0.15% Add +475.5% 4,522,881 $215.0M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -2.0% 4,447,672 $211.4M
Mitsubishi UFJ Trust & Banking Corp 0.46% Reduce -22.6% 4,400,760 $209.2M
Wells Fargo & Company 0.04% Add +0.4% 4,391,166 $208.7M
Vanguard Global Advisers, LLC 0.09% Reduce -1.5% 4,016,879 $190.9M
Slate Path Capital LP 2.64% New 4,009,200 $190.6M
Barclays PLC 0.06% Reduce -11.1% 3,955,802 $188.0M
HSBC Holdings PLC 0.09% Reduce -13.6% 3,937,983 $187.2M
TD Asset Management Inc 0.16% Add +382.4% 3,816,813 $181.4M
National Bank of Canada 0.15% Reduce -6.5% 3,684,237 $175.1M
Great Lakes Advisors, LLC 1.31% Add +8.1% 3,616,830 $171.9M
Citigroup Inc. 0.08% Add +46.1% 3,554,463 $168.9M
California Public Employees Retirement System 0.09% Add +3.0% 3,540,544 $168.3M
PNC Financial Services Group, Inc. 0.08% Add +15.2% 3,492,115 $166.0M
BNP Paribas Financial Markets 0.09% Add +33.3% 3,488,245 $165.8M
Squarepoint Ops LLC 0.32% Add +323.5% 3,405,732 $161.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.11% Add +12.5% 3,381,559 $160.7M
Rhumbline Advisers 0.12% Reduce -0.9% 3,261,164 $155.0M
Connor, Clark & Lunn Investment Management Ltd. 0.29% Add +72.0% 3,250,355 $154.5M
1832 Asset Management L.P. 0.19% Add +933.0% 3,188,410 $151.5M
Westfield Capital Management Co. LP 0.49% Add +90.2% 3,154,419 $149.9M
Junto Capital Management LP 2.61% Reduce -14.2% 2,970,518 $141.2M
M&G PLC 0.73% Reduce -9.2% 2,933,665 $140.8M
Locust Wood Capital Advisers, LLC 3.31% Reduce -0.2% 2,880,572 $136.9M
California State Teachers Retirement System 0.13% Add +10.2% 2,861,154 $136.0M
MUFG Securities EMEA plc 1.39% Add +594.6% 2,797,462 $133.0M
Aberdeen Group plc 0.19% Add +10.3% 2,784,391 $132.3M
Raymond James Financial Inc. 0.04% Reduce -2.5% 2,751,468 $130.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.61% Reduce -9.6% 2,654,308 $126.2M
Balyasny Asset Management L.P. 0.24% Add +448.1% 2,623,041 $124.7M
Allianz Asset Management GmbH 0.11% Add +2.1% 2,566,947 $122.0M
Brookfield Corp 0.16% Reduce -9.9% 2,564,019 $121.9M
PointState Capital LP 2.15% New 2,552,063 $121.3M
Maj Invest Holding A/S 5.46% Reduce -29.6% 2,526,725 $120.1M
Artisan Partners Limited Partnership 0.20% New 2,524,146 $120.0M
Bank of Montreal 0.04% Add +10.6% 2,483,179 $118.0M
Envestnet Asset Management Inc. 0.03% Reduce -1.1% 2,463,038 $117.1M
Prudential Financial Inc. 0.13% Add +17.9% 2,447,350 $116.3M
Canada Pension Plan Investment Board 0.06% Add +15.7% 2,444,204 $116.2M
AQR Capital Management 0.04% Add +8.2% 2,408,776 $114.2M
UniSuper Management Pty Ltd 0.59% Add +2.1% 2,392,544 $113.7M
Point72 Asset Management 0.18% Reduce -20.1% 2,359,777 $112.2M
Principal Financial Group Inc. 0.05% Reduce -1.0% 2,258,060 $107.3M
Bridgewater Associates 0.43% Reduce -6.1% 2,229,965 $106.0M
Earnest Partners LLC 0.37% Reduce -1.9% 2,170,967 $103.2M
Russell Investments Group, Ltd. 0.09% Add +0.3% 2,123,644 $101.0M
Nomura Asset Management International Inc. 0.15% Reduce -19.5% 2,123,602 $100.9M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -70.2% 2,108,426 $100.2M
Zacks Investment Management 0.71% Add +20.0% 2,094,842 $99.6M
Freestone Grove Partners LP 0.65% New 2,090,221 $99.3M
TCW Group Inc. 0.66% Reduce -1.6% 2,062,126 $98.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% Reduce -5.2% 2,034,230 $96.6M
New York State Common Retirement Fund 0.12% Reduce -5.8% 2,024,475 $96.2M
ProShare Advisors LLC 0.14% Reduce -23.3% 2,018,529 $95.9M
First Trust Advisors LP 0.06% Reduce -9.7% 1,967,633 $93.5M
Perpetual Ltd 1.33% Reduce -56.8% 1,957,755 $93.1M
Macquarie Group Ltd. 0.38% Add +66.7% 1,855,814 $88.2M
Vanguard Investments Australia, Ltd. 0.22% Add +2.0% 1,851,945 $88.0M
LPL Financial LLC 0.02% Add +6.0% 1,828,529 $86.9M
Schonfeld Strategic Advisors LLC 0.43% Add +855.4% 1,719,734 $81.7M
Calamos Advisors LLC 0.41% Reduce -1.8% 1,690,905 $80.4M
Manufacturers Life Insurance Company, The 0.06% Reduce -44.8% 1,659,658 $78.9M
Jones Financial Companies LLLP 0.03% Add +0.7% 1,647,271 $78.5M
Primecap Management Co. 0.05% No change 1,634,900 $77.7M
Aviva PLC 0.11% Add +0.4% 1,629,511 $77.5M
State Board of Administration of Florida Retirement System 0.13% Reduce -3.0% 1,595,764 $75.8M
Sei Investments Co. 0.07% Reduce -24.7% 1,568,652 $74.6M
HighTower Advisors, LLC 0.07% Reduce -0.9% 1,502,200 $71.4M
Sound Shore Management Inc 2.15% Reduce -26.5% 1,472,441 $70.0M
DekaBank Deutsche Girozentrale 0.12% No change 1,742,129 $69.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +109.6% 1,461,136 $69.4M
NEOS Investment Management LLC 0.25% Add +10.3% 1,419,480 $67.5M
Crawford Investment Counsel Inc. 1.11% Reduce -6.9% 1,403,194 $66.7M
Focus Partners Wealth 0.07% Reduce -9.9% 1,386,157 $65.9M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Add +128.9% 1,383,980 $65.8M
New York State Teachers Retirement System 0.12% Reduce -3.0% 1,363,787 $64.8M
Cibc World Market Inc. 0.11% Reduce -0.4% 1,337,674 $63.6M
Truist Financial Corp. 0.08% Add +2.3% 1,330,344 $63.2M
Homestead Advisers Corp 1.54% Add +0.3% 1,300,785 $61.8M
CANADA LIFE ASSURANCE Co 0.09% Reduce -0.1% 1,241,375 $58.9M
Moore Capital Management, LP 1.37% Add +349.4% 1,220,553 $58.0M
APG Asset Management N.V. 0.14% Add +38.5% 1,327,874 $55.2M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +15.6% 1,160,325 $55.2M
Caisse de depot et placement du Quebec 0.08% Reduce -56.9% 1,124,808 $53.5M
Natixis Advisors, LLC 0.06% Reduce -3.6% 1,088,062 $51.7M
Royal London Asset Management Ltd. 0.09% Reduce -1.1% 1,071,634 $50.9M
State of Wisconsin Investment Board 0.10% Reduce -0.2% 1,047,774 $49.8M
Toronto Dominion Bank 0.08% Add +50.0% 1,042,105 $49.5M
Jane Street Group, LLC 0.03% Reduce -34.7% 1,041,220 $49.5M
Pictet Asset Management Holding SA 0.05% Reduce -2.8% 1,037,088 $49.3M
Interval Partners, LP 1.56% New 1,020,890 $48.5M
Regions Financial Corp. 0.28% Add +4.0% 973,582 $46.3M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -2.0% 968,179 $46.0M
Treasurer of the State of North Carolina 0.12% Add +18.2% 949,570 $45.1M
Duff & Phelps Investment Management Co. 0.43% Add +4.0% 948,319 $45.1M
Danske Bank A/S 0.09% Reduce -2.4% 944,503 $44.9M
Pinnbrook Capital Management LP 7.43% Add +1156.7% 939,978 $44.7M
Qube Research & Technologies Ltd 0.05% Add +79.1% 938,174 $44.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -0.0% 930,681 $44.2M
Handelsbanken Fonder AB 0.13% Reduce -0.9% 929,336 $44.2M
Susquehanna International Group, LLP 0.04% Add +767.3% 926,075 $44.0M
Commonwealth Equity Services, LLC 0.05% Add +0.3% 918,600 $43.7M
Yaupon Capital Management LP 1.44% Reduce -32.8% 908,799 $43.2M
US Bancorp \de 0.05% Add +0.1% 900,961 $42.8M
Magellan Asset Management Ltd 0.95% Reduce -51.7% 891,356 $42.4M
Nisa Investment Advisors, LLC 0.13% Add +1.3% 889,852 $42.3M
Ensign Peak Advisors, Inc 0.07% Add +7.4% 885,239 $42.1M
Quantinno Capital Management LP 0.05% Add +21.9% 867,416 $41.2M
Gateway Investment Advisers LLC 0.41% Reduce -0.2% 864,040 $41.1M
Creative Planning 0.02% Add +3.9% 863,852 $41.1M
Van Eck Associates Corp. 0.03% Add +40.0% 863,440 $41.0M
Zurich Insurance Group Ltd 0.28% Add +0.1% 861,882 $41.0M
Korea Investment CORP 0.08% Reduce -28.4% 860,550 $40.9M
Acadian Asset Management LLC 0.05% Add +274.4% 829,021 $39.4M
Asset Management One Co., Ltd. 0.10% Add +4.4% 828,516 $39.4M
TD Waterhouse Canada Inc. 0.10% Add +61.7% 810,318 $39.2M
Credit Agricole S A 0.10% Add +236.0% 806,418 $38.3M
Los Angeles Capital Management LLC 0.14% Add +1287.1% 806,053 $38.3M
Westwood Holdings Group Inc. 0.29% Reduce -51.7% 802,701 $38.2M
STRS Ohio 0.14% Reduce -18.5% 799,949 $38.0M
Public Employees Retirement System of Ohio 0.11% Reduce -6.0% 793,979 $37.7M
Scopus Asset Management, L.P. 0.88% No change 785,000 $37.3M
Bank of Nova Scotia 0.06% Reduce -20.4% 772,703 $36.7M
KLP Kapitalforvaltning As 0.12% Add +4.8% 772,516 $36.7M
CI Investments Inc. 0.12% Add +131.3% 766,958 $36.5M
CIBC Asset Management Inc 0.08% Reduce -1.4% 763,490 $36.3M
Nomura Asset Management Co. Ltd. 0.07% Reduce -23.6% 734,439 $34.9M
Guggenheim Capital LLC 0.22% Add +13.4% 730,440 $34.7M
Capitolis Liquid Global Markets LLC 0.15% Add +156.7% 719,035 $34.2M
Walleye Capital LLC 0.18% Reduce -33.5% 709,805 $33.7M
CIBC Bancorp USA Inc. 0.04% Reduce -6.4% 698,963 $33.2M
State of Tennessee, Department of Treasury 0.10% Reduce -0.8% 696,470 $33.1M
Partners Group Holding AG 2.25% Reduce -22.3% 693,580 $33.0M
Cetera Investment Advisers 0.03% Add +4.8% 690,630 $32.8M
Teacher Retirement System of Texas 0.08% Reduce -6.8% 660,604 $31.4M
Swedbank AB 0.03% Add +3.2% 647,705 $30.8M
Wealth Enhancement Advisory Services, LLC 0.05% Add +5.4% 1,037,907 $30.7M
Tredje AP-fonden 0.14% Add +18.2% 646,359 $30.7M
Janney Montgomery Scott LLC 0.06% Add +20.8% 643,036 $30.6M
Renaissance Technologies 0.04% Add +26.1% 634,800 $30.2M
Trexquant Investment LP 0.19% New 633,798 $30.1M
Mediolanum International Funds Ltd 0.25% Reduce -15.3% 612,522 $29.4M
Stifel Financial Corp. 0.02% Reduce -0.8% 618,225 $29.4M
Rockefeller Capital Management L.P. 0.05% Add +1.1% 618,136 $29.4M
DNB Asset Management AS 0.08% Add +42.0% 614,293 $29.2M
Cinctive Capital Management LP 1.16% Add +119.4% 612,269 $29.1M
WINTON GROUP Ltd 0.94% Add +2.5% 611,138 $29.0M
AE Wealth Management LLC 0.13% Reduce -11.5% 601,174 $28.6M
State of New Jersey Common Pension Fund D 0.10% Reduce -5.8% 599,966 $28.5M
Gotham Asset Management 0.07% Add +6.3% 593,758 $28.2M
Aptus Capital Advisors, LLC 0.21% Add +3.5% 593,668 $28.2M
OMERS ADMINISTRATION Corp 0.17% Add +553.9% 591,892 $28.1M
SEB Asset Management AB 0.11% Add +54.5% 589,109 $28.0M
Fifth Third Bancorp 0.05% Reduce -9.0% 588,435 $28.0M
Markel Group 0.21% Add +10.3% 584,500 $27.8M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Reduce -3.2% 567,808 $27.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +4.1% 561,391 $26.7M
IFM Investors Pty Ltd 0.18% Add +7.0% 558,970 $26.6M
Susquehanna Portfolio Strategies, LLC 0.42% No change 554,661 $26.4M
Nissay Asset Management Corp. /Japan 0.11% Add +6.4% 552,171 $26.2M
Pittenger & Anderson Inc. 0.94% Add +1.0% 551,135 $26.2M
Resona Asset Management Co.,Ltd. 0.12% Reduce -7.0% 548,536 $26.1M
Daiwa Securities Group Inc. 0.06% Add +5.5% 547,760 $26.0M
State of Michigan Retirement System 0.11% Reduce -0.3% 529,884 $25.2M
Czech National Bank 0.14% Add +4.4% 528,898 $25.1M
Corient Private Wealth LP 0.03% Reduce -18.2% 524,433 $24.9M
Osaic Holdings, Inc. 0.03% Add +20.9% 520,467 $24.7M
Arizona State Retirement System 0.12% Add +1.2% 516,112 $24.5M
Man Group plc 0.05% Add +20.8% 514,718 $24.5M
Rafferty Asset Management, LLC 0.06% Add +19.4% 514,610 $24.5M
Shelton Capital Management 0.45% Add +136.5% 514,115 $24.4M
Hudson Bay Capital Management LP 0.13% Add +13.2% 511,993 $24.3M
Carnegie Investment Counsel 0.49% Reduce -4.3% 510,907 $24.3M
Aventail Capital Group, LP 1.35% Add +284.1% 494,021 $23.5M
Keybank National Association 0.08% Add +0.3% 483,782 $23.0M
Heritage Investors Management Corp. 0.63% Reduce -7.3% 478,881 $22.8M
Adams Diversified Equity Fund, Inc. 0.69% New 477,000 $22.7M
Cerity Partners LLC 0.03% Reduce -9.0% 465,080 $22.1M
Tidal Investments LLC 0.05% Add +25.1% 464,817 $22.1M
Franklin Resources Inc. 0.00% Add +0.2% 460,109 $21.9M
NewEdge Advisors, LLC 0.06% Add +11.9% 458,205 $21.8M
Rakuten Investment Management, Inc. 0.06% Add +16.0% 447,796 $21.5M
Erste Asset Management GmbH 0.17% Add +64.0% 448,502 $21.5M
M&T Bank Corp 0.06% Reduce -2.4% 434,452 $20.6M
NorthCrest Asset Manangement, LLC 0.53% Add +2.7% 416,577 $20.6M
Marshall Wace, LLP 0.02% New 430,106 $20.4M
Captrust Financial Advisors 0.03% Reduce -1.4% 425,401 $20.2M
MetLife Investment Management, LLC 0.09% Reduce -2.2% 425,083 $20.2M
Mackenzie Financial Corp. 0.02% Add +60.0% 424,077 $20.2M
MML Investors Services, LLC 0.04% Add +25.5% 418,771 $19.9M
Cambridge Investment Research Advisors, Inc. 0.04% Add +0.1% 415,187 $19.7M
Baird Financial Group, Inc. 0.03% Add +8.3% 409,050 $19.4M
Lombard Odier Asset Management (Europe) Ltd 1.43% Add +27.6% 405,718 $19.3M
Woodline Partners LP 0.06% Add +11.3% 405,668 $19.3M
Mercer Global Advisors Inc. 0.02% Add +11.7% 404,345 $19.2M
Founders Capital Management, LLC 2.87% Reduce -0.6% 402,966 $19.2M
Andra AP-fonden 0.22% Add +6.8% 401,947 $19.1M
O'shaughnessy Asset Management, LLC 0.09% Reduce -9.4% 401,258 $19.1M
Jefferies Financial Group Inc. 0.18% Add +375.8% 400,625 $19.0M
USS Investment Management Ltd 0.07% Add +11.2% 394,987 $18.8M
Kestra Advisory Services, LLC 0.06% Add +12.5% 394,051 $18.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.7% 391,180 $18.6M
Retirement Systems of Alabama 0.06% Reduce -1.1% 390,354 $18.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.15% Add +8.4% 388,810 $18.5M
GF Fund Management Co. LTD. 0.21% Reduce -1.7% 375,251 $17.8M
D.A. Davidson & Co. 0.10% Reduce -0.7% 372,421 $17.7M
Varma Mutual Pension Insurance Co 0.09% Reduce -4.9% 369,364 $17.6M
Vontobel Holding Ltd. 0.06% Reduce -6.3% 360,546 $17.1M
Mariner, LLC 0.02% Add +10.9% 344,471 $16.4M
Midwest Trust Co 0.18% Reduce -1.2% 342,101 $16.3M
Swiss Life Asset Management Ltd 0.07% Add +5.9% 341,790 $16.2M
GHP Investment Advisors, Inc. 0.60% Add +0.9% 341,197 $16.2M
D. E. Shaw & Co. 0.01% Add +14.2% 340,564 $16.2M
Xponance LLC 0.10% Reduce -1.2% 329,626 $15.7M
Banco Santander, S.A. 0.10% Add +2.4% 326,217 $15.5M
Amalgamated Bank 0.11% Reduce -6.2% 324,815 $15.4M
HM Payson & Co. 0.20% Reduce -0.6% 321,859 $15.3M
TCV Trust & Wealth Management, Inc. 1.14% Reduce -1.7% 315,499 $15.0M
ExodusPoint Capital Management, LP 0.14% Reduce -51.9% 313,235 $14.9M
Brown Advisory Inc. 0.02% Reduce -1.4% 305,662 $14.5M
Public Sector Pension Investment Board 0.04% Add +0.7% 301,423 $14.3M
DRH Investments, Inc. 11.31% Reduce -0.4% 300,544 $14.3M
Robeco Institutional Asset Management B.V. 0.02% Add +80.3% 299,448 $14.2M
Eurizon Capital SGR S.p.A. 0.04% Reduce -11.4% 299,072 $14.2M
QRG Capital Management, Inc. 0.12% Add +7.6% 297,413 $14.1M
Jain Global LLC 0.18% Reduce -65.9% 296,057 $14.1M
Wedge Capital Management L L P 0.23% Reduce -1.3% 295,490 $14.0M
Federation des caisses Desjardins du Quebec 0.04% Add +8.7% 295,067 $14.0M
Nykredit A/S 0.05% — 294,533 $14.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +0.5% 294,024 $14.0M
Novare Capital Management LLC 0.98% Reduce -1.6% 290,889 $13.8M
Assetmark, Inc. 0.02% Reduce -2.7% 290,835 $13.8M
KBC Group NV 0.03% Add +9.1% 288,902 $13.7M
Utah Retirement Systems 0.13% Reduce -7.6% 281,955 $13.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +8.7% 279,058 $13.3M
OpenArc Corporate Advisory, LLC 0.16% Add +5.2% 278,992 $13.3M
Cohen Capital Management, Inc. 1.80% No change 278,830 $13.3M
Police & Firemen's Retirement System of New Jersey 0.10% Reduce -3.9% 277,676 $13.2M
ING Groep NV 0.06% Add +35.6% 272,187 $12.9M
Ilmarinen Mutual Pension Insurance Co 0.09% Reduce -24.1% 269,424 $12.8M
Ausbil Investment Management Ltd 5.71% No change 261,110 $12.6M
Pathstone Holdings, LLC 0.04% Add +3.8% 261,048 $12.4M
Bfsg, LLC 1.10% Reduce -1.8% 260,640 $12.4M
New York Life Investment Management LLC 0.09% Add +0.1% 259,194 $12.3M
Tiptree Advisors, LLC 7.56% No change 257,500 $12.2M
Commerce Bank 0.05% Add +12.1% 257,006 $12.2M
Arax Advisory Partners 0.08% Add +133.4% 254,924 $12.1M
Miller Howard Investments Inc. 0.32% Add +6.2% 253,619 $12.1M
Pacer Advisors, Inc. 0.03% Add +40.4% 251,193 $11.9M
Sanctuary Advisors, LLC 0.05% Add +18.2% 247,456 $11.8M
Jupiter Topco LLC 0.00% — 246,628 $11.7M
Nomura Holdings Inc. 0.05% Add +38.3% 243,975 $11.6M
Vanguard Personalized Indexing Management, LLC 0.10% Add +6.0% 243,788 $11.6M
State of Alaska, Department of Revenue 0.11% Reduce -3.9% 243,324 $11.6M
Empowered Funds, LLC 0.06% Reduce -4.4% 242,778 $11.5M
ASR Vermogensbeheer N.V. 0.12% Add +46.0% 242,105 $11.5M
Glenmede Trust Co. NA 0.05% Add +0.7% 234,861 $11.2M
Oppenheimer Asset Management Inc. 0.12% Add +0.4% 233,503 $11.1M
Public Employees Retirement Association of Colorado 0.04% Reduce -4.2% 232,345 $11.0M
J. Goldman & Co LP 0.38% Add +721.5% 230,023 $10.9M
Oregon Public Employees Retirement Fund 0.12% Add +7.3% 228,357 $10.9M
Blue Sparrow, LLC 0.10% Reduce -35.2% 220,800 $10.5M
Polar Asset Management Partners Inc. 0.25% New 220,500 $10.5M
iA Global Asset Management Inc. 0.12% Reduce -2.9% 216,775 $10.3M
Oppenheimer & Co. Inc. 0.11% Add +1.9% 215,995 $10.3M
Glenview Trust Co 0.14% Reduce -6.9% 214,903 $10.2M
Louisiana State Employees Retirement System 0.15% Reduce -1.1% 214,500 $10.2M
Barometer Capital Management Inc. 2.82% New 213,400 $10.1M
OP Asset Management Ltd 0.11% Add +10.6% 213,356 $10.1M
Gladstone Institutional Advisory LLC 0.32% Add +0.1% 213,278 $10.1M
Knights of Columbus Asset Advisors LLC 0.51% Add +11.3% 212,868 $10.1M
Yousif Capital Management, LLC 0.11% Reduce -13.6% 210,543 $10.0M
Nordea Investment Management AB 0.01% Add +4.5% 205,167 $9.7M
Cherokee Insurance Co 3.74% No change 204,000 $9.7M
Caisse Des Depots Et Consignations 0.16% No change 201,664 $9.6M
Generali Asset Management SPA SGR 0.17% Add +20.4% 197,016 $9.4M
Mutual of America Capital Management LLC 0.09% Reduce -0.5% 196,764 $9.4M
Sit Investment Associates Inc. 0.17% Reduce -16.8% 194,345 $9.2M
Prudential PLC 0.06% Reduce -0.7% 191,465 $9.1M
Illinois Municipal Retirement Fund 0.10% New 189,572 $9.0M
South Dakota Investment Council 0.15% Reduce -49.0% 186,737 $8.9M
Allstate Corp. 0.09% Add +1.8% 185,843 $8.8M
&partners 0.04% Reduce -4.0% 183,966 $8.7M
Skylands Capital, LLC 1.07% Reduce -25.0% 183,875 $8.7M
Jacobs & Co. 0.74% Reduce -4.3% 181,408 $8.6M
DAVENPORT & Co LLC 0.04% Reduce -5.5% 180,375 $8.6M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -14.3% 179,943 $8.6M
Robinhood Asset Management, LLC 0.45% New 178,492 $8.5M
Pinebridge Investments LLC 0.07% Add +9.4% 177,882 $8.5M
Sfmg, LLC 0.51% Reduce -1.1% 177,477 $8.4M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +5.7% 174,072 $8.3M
Concentric Capital Strategies, LP 0.50% New 172,407 $8.2M
M. Kulyk & Associates, LLC 1.33% Reduce -13.0% 171,361 $8.1M
United Capital Financial Advisors, LLC 0.04% Add +0.5% 170,760 $8.1M
Tribune Investment Group LP 5.39% Reduce -35.4% 167,900 $8.0M
Headlands Technologies LLC 0.84% New 166,767 $7.9M
Orion Porfolio Solutions, LLC 0.06% Add +1.1% 166,012 $7.9M
VELA Investment Management, LLC 1.94% Reduce -9.3% 165,693 $7.9M
Abn Amro Investment Solutions 0.07% Add +64.9% 165,092 $7.8M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +84.7% 163,988 $7.8M
Capital International, Inc. 0.05% No change 162,743 $7.7M
New England Asset Management Inc. 0.92% Reduce -23.9% 161,310 $7.7M
Jennison Associates LLC 0.00% Add +6.2% 160,848 $7.6M
Tenere Capital LLC 6.06% Add +72.0% 160,470 $7.6M
Wealthfront Advisers LLC 0.01% Add +8.5% 160,086 $7.6M
Geneos Wealth Management Inc. 0.15% Reduce -1.2% 157,786 $7.5M
Norinchukin Bank, The 0.07% Reduce -17.9% 156,951 $7.5M
Signet Investment Advisory Group, Inc. 3.24% Reduce -0.4% 155,019 $7.4M
Blair William & Co. 0.02% Add +14.9% 154,911 $7.4M
Ethic Inc. 0.09% Add +7.9% 153,483 $7.3M
Verition Fund Management LLC 0.06% Add +761.7% 152,231 $7.2M
Teachers Retirement System of the State of Kentucky 0.05% No change 151,454 $7.2M
Pinnacle Associates Ltd. 0.08% Add +41.5% 149,901 $7.1M
First Manhattan Co. Llc. 0.02% Reduce -8.0% 148,893 $7.1M
Beacon Pointe Advisors, LLC 0.03% Reduce -5.9% 147,675 $7.0M
Profund Advisors LLC 0.19% Add +6.7% 146,049 $6.9M
Mizuho Securities USA LLC 0.11% Add +29.4% 145,471 $6.9M
EP Wealth Advisors, LLC 0.03% Add +16.6% 144,398 $6.9M
Atria Investments, Inc 0.07% Reduce -5.3% 144,267 $6.9M
Evergreen Capital Management LLC 0.12% Add +0.6% 143,980 $6.8M
Jessup Wealth Management, Inc 2.03% Add +3.1% 143,021 $6.8M
Pinnacle Financial Partners, Inc. 0.05% Add +1.5% 142,423 $6.8M
Gulf International Bank (UK) Ltd 0.13% Reduce -1.5% 141,496 $6.7M
Summit Trail Advisors, LLC 0.08% Add +4.4% 140,214 $6.7M
SMA Capital LLC 2.79% Reduce -40.4% 140,000 $6.7M
Walleye Trading LLC 0.09% Reduce -19.6% 138,971 $6.6M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -9.6% 138,826 $6.6M
Qsemble Capital Management, LP 0.84% New 138,653 $6.6M
Harvest Fund Management Co., Ltd 0.22% Add +0.5% 138,096 $6.6M
Aull & Monroe Investment Management Corp 2.71% Reduce -0.1% 136,035 $6.5M
Vident Advisory, LLC 0.05% Add +46.4% 133,054 $6.3M
Fayez Sarofim & Co 0.01% No change 132,000 $6.3M
Aquatic Capital Management LLC 0.21% New 131,633 $6.3M
Steward Partners Investment Advisory, LLC 0.03% Reduce -4.6% 131,554 $6.3M
First National Bank of Omaha 0.18% Reduce -7.4% 131,226 $6.2M
Saudi Central Bank 0.08% Add +89.4% 130,200 $6.2M
Butensky & Cohen Financial Security, Inc. 1.53% Reduce -2.2% 130,134 $6.2M
Graham Capital Management, L.P. 0.24% Add +79.2% 129,000 $6.1M
Wharton Business Group, LLC 0.20% No change 126,685 $6.0M
Fideuram Asset Management (Ireland) dac 0.11% Add +116.3% 130,156 $6.0M
Gold Investment Management Ltd. 1.62% Reduce -0.3% 125,620 $6.0M
Canada Post Corp Registered Pension Plan 0.21% Reduce -6.4% 125,509 $6.0M
Scotia Capital Inc. 0.02% Reduce -28.8% 125,212 $6.0M
New England Research & Management, Inc. 2.29% Reduce -2.0% 123,926 $5.9M
Elo Mutual Pension Insurance Co 0.08% Add +263.8% 122,987 $5.8M
Fca Corp. 1.44% Add +4.0% 122,929 $5.8M
Savant Capital, LLC 0.02% Add +46.5% 122,570 $5.8M
Composition Wealth, LLC 0.07% Reduce -0.3% 122,816 $5.8M
Crossmark Global Holdings, Inc. 0.08% Add +0.3% 122,635 $5.8M
Brown Brothers Harriman & Co. 0.03% Add +25.2% 122,035 $5.8M
Ameritas Investment Partners, Inc. 0.15% Reduce -0.4% 120,546 $5.7M
Stephens Inc. 0.06% Reduce -2.1% 120,529 $5.7M
Rathbones Group PLC 0.02% Add +5.9% 120,006 $5.7M
Signaturefd, LLC 0.08% Add +0.6% 119,774 $5.7M
Huntington National Bank 0.04% Add +6.7% 119,643 $5.7M
Hartford Financial Management Inc. 1.27% Reduce -3.0% 119,567 $5.7M
Old West Investment Management, LLC 0.60% Add +12.6% 118,908 $5.7M
Investment Management Corp of Ontario 0.07% Reduce -11.0% 118,642 $5.6M
Kentucky Retirement Systems 0.14% Add +41.6% 118,506 $5.6M
AssuredPartners Investment Advisors, LLC 0.55% Add +2.4% 118,423 $5.6M
Dana Investment Advisors, Inc. 0.15% Reduce -17.8% 118,162 $5.6M
DCM Advisors, LLC 2.21% Add +4.3% 117,764 $5.6M
Journey Advisory Group, LLC 0.43% Reduce -1.9% 117,565 $5.6M
Sage Capital Advisors,llc 1.16% Add +0.4% 117,310 $5.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +43.8% 116,946 $5.6M
Hantz Financial Services, Inc. 0.07% Reduce -4.4% 116,618 $5.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% Add +0.9% 116,096 $5.5M
Ossiam 0.07% New 113,453 $5.4M
Glassy Mountain Advisors, Inc. 1.47% Reduce -2.3% 112,831 $5.4M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -15.1% 112,723 $5.4M
Brevan Howard Capital Management LP 0.08% New 110,567 $5.3M
FourThought Financial Partners, LLC 0.41% Add +0.5% 110,493 $5.3M
Cottage Street Advisors LLC 1.99% Reduce -1.5% 107,932 $5.1M
Compagnie Lombard Odier SCmA 0.06% Reduce -62.0% 108,245 $5.1M
Picton Mahoney Asset Management 0.05% Reduce -2.9% 107,070 $5.1M
Intech Investment Management LLC 0.05% Add +23.8% 106,090 $5.0M
London Co. of Virginia 0.03% No change 105,837 $5.0M
Bank Ozk 1.49% Add +5.9% 105,771 $5.0M
Laird Norton Wetherby Trust Company, LLC 0.10% Reduce -0.1% 104,673 $5.0M
Axxcess Wealth Management, LLC 0.08% Add +11.7% 104,634 $5.0M
Burney Co./ 0.13% Reduce -0.8% 104,423 $5.0M
HB Wealth Management, LLC 0.03% Add +3.0% 103,752 $4.9M
Clearstead Advisors, LLC 0.05% Reduce -10.1% 103,184 $4.9M
Hartford Investment Management Co. 0.14% Reduce -2.8% 102,988 $4.9M
Baker Chad R 0.78% No change 102,000 $4.8M
Lido Advisors, LLC 0.02% Add +0.2% 100,866 $4.8M
Merit Financial Group, LLC 0.03% Add +3.0% 100,737 $4.8M
Naples Global Advisors, LLC 0.29% Reduce -1.1% 100,078 $4.8M
Ritholtz Wealth Management 0.07% Add +3.5% 99,983 $4.8M
Maryland State Retirement & Pension System 0.08% Add +6.8% 99,934 $4.7M
First National Advisers, LLC 0.67% Reduce -5.9% 99,683 $4.7M
Meiji Yasuda Asset Management Co Ltd. 0.21% Add +2.0% 99,423 $4.7M
Johnson Investment Counsel Inc. 0.03% Reduce -1.7% 98,795 $4.7M
Sequoia Financial Advisors, LLC 0.02% Add +2.9% 98,658 $4.7M
Kestra Private Wealth Services, LLC 0.05% Reduce -5.9% 98,402 $4.7M
Baxter Bros Inc. 0.54% Add +0.0% 98,301 $4.7M
Daiichi Life Insurance Co., Ltd. 0.11% Add +71.8% 98,129 $4.7M
Parsons Capital Management Inc. 0.21% Reduce -1.8% 97,348 $4.6M
Inspire Investing, LLC 0.19% Add +14.0% 97,171 $4.6M
Hancock Whitney Corp. 0.08% Reduce -1.6% 96,812 $4.6M
Private Advisor Group, LLC 0.02% Reduce -31.0% 96,749 $4.6M
Aigen Investment Management, LP 1.25% New 96,205 $4.6M
Peapack Gladstone Financial Corp. 0.05% Reduce -2.9% 96,006 $4.6M
JCIC Asset Management Inc. 1.39% No change 110,893 $4.6M
XTX Topco Ltd 0.06% Add +654.8% 95,649 $4.5M
Farther Finance Advisors, LLC 0.04% Add +13.9% 95,633 $4.5M
CFO4Life Group, LLC 0.60% Add +0.0% 94,036 $4.5M
GMO 0.01% Reduce -37.3% 93,882 $4.5M
New Mexico Educational Retirement Board 0.11% Add +7.7% 92,518 $4.4M
Siemens Fonds Invest GmbH 0.22% Add +1.1% 92,430 $4.4M
Allspring Global Investments Holdings, LLC 0.01% Add +1.6% 90,707 $4.4M
Waverly Advisors, LLC 0.03% Reduce -1.7% 91,594 $4.4M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -3.8% 89,691 $4.3M
Sciencast Management LP 0.88% New 89,329 $4.2M
Penobscot Investment Management Company, Inc. 0.29% No change 89,212 $4.2M
Jones Kertz & Associates, Inc. 1.95% Reduce -6.2% 88,970 $4.2M
Kingsview Wealth Management, LLC 0.05% Add +43.6% 88,257 $4.2M
Van Hulzen Asset Management, LLC 0.30% Add +0.3% 87,709 $4.2M
Massachusetts Financial Services Co. 0.00% Add +0.2% 68,621 $4.2M
GPM Growth Investors, Inc. 1.74% Reduce -17.8% 87,484 $4.2M
Taylor Hoffman Capital Management LLC 1.01% Reduce -1.5% 87,133 $4.1M
Signature Estate & Investment Advisors LLC 0.07% Add +0.0% 86,965 $4.1M
Voleon Capital Management LP 0.08% Add +193.7% 86,872 $4.1M
Mather Group, Llc. 0.04% Add +1118.9% 86,152 $4.1M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -0.1% 85,286 $4.1M
Anchor Investment Management, LLC 0.30% Reduce -1.2% 84,650 $4.0M
Rowlandmiller & Partners.adv 0.73% Reduce -1.2% 84,281 $4.0M
Bleakley Financial Group, LLC 0.05% Reduce -1.2% 83,869 $4.0M
Independent Advisor Alliance 0.09% Reduce -0.4% 83,862 $4.0M
Park Avenue Securities LLC 0.02% Add +0.8% 83,665 $4.0M
Old National Bancorp 0.08% Reduce -9.3% 83,591 $4.0M
Wealthspire Advisors, LLC 0.02% Add +24.4% 83,588 $4.0M
University of Texas/Texas Am Investment Management Co. 0.46% Add +6.3% 83,063 $3.9M
Myriad Asset Management Advisors LLC 0.92% Add +284.3% 82,417 $3.9M
Global Retirement Partners, LLC 0.06% — 82,000 $3.9M
Arkadios Wealth Advisors 0.06% Reduce -6.1% 81,388 $3.9M
Orange Investment Advisors, Inc. 0.46% Reduce -11.6% 79,778 $3.8M
Tower Bridge Advisors 0.34% Add +0.0% 79,394 $3.8M
Resonant Capital Advisors, LLC 0.18% Add +2.4% 78,569 $3.7M
Bar Harbor Wealth Management 0.20% Add +3.5% 78,110 $3.7M
E Fund Management Co., Ltd. 0.08% Add +17.5% 77,676 $3.7M
Apollon Wealth Management, LLC 0.04% Add +5.9% 77,558 $3.7M
West Paces Advisors Inc. 0.61% Add +0.0% 76,935 $3.7M
GAMMA Investing LLC 0.14% Add +10.0% 76,675 $3.6M
Equitable Trust Co. 0.15% Add +0.2% 75,496 $3.6M
Alps Advisors Inc. 0.02% Add +30.8% 74,556 $3.5M
Augustine Asset Management Inc. 0.72% Reduce -0.9% 74,323 $3.5M
Heritage Wealth Advisors 0.12% Reduce -1.7% 74,010 $3.5M
Trust Co. of Vermont 0.13% — 72,367 $3.4M
Phoenix Financial Ltd. 0.02% Reduce -1.6% 71,286 $3.4M
Empirical Finance, LLC 0.14% Add +3.1% 71,158 $3.4M
M3 Wealth Management, LLC 2.19% Reduce -0.1% 70,958 $3.4M
Allworth Financial LP 0.01% Reduce -14.3% 70,899 $3.4M
Militia Capital Management LLC 0.60% No change 69,700 $3.3M
Institute for Wealth Management, LLC. 0.29% Reduce -0.2% 69,282 $3.3M
Harrison Street Private Wealth LLC 4.62% Reduce -14.8% 69,026 $3.3M
Greenleaf Trust 0.03% Add +0.4% 69,023 $3.3M
Bessemer Group Inc. 0.00% Add +7.6% 68,719 $3.3M
Costello Asset Management, INC 0.97% Reduce -19.7% 67,952 $3.2M
Elevation Point Wealth Partners, LLC 0.06% Reduce -8.3% 67,800 $3.2M
Moors & Cabot, Inc. 0.12% Reduce -2.5% 67,255 $3.2M
Advisory Services Network, LLC 0.04% Reduce -1.5% 67,036 $3.2M
Ripple Effect Asset Management LP 1.87% New 66,800 $3.2M
Prospera Financial Services Inc 0.05% Reduce -3.8% 66,477 $3.2M
First PREMIER Bank 0.51% Reduce -1.0% 66,447 $3.2M
Burke & Herbert Bank & Trust Co. 0.78% Reduce -0.6% 66,042 $3.1M
Petredis Investment Advisors LLC 0.21% Reduce -0.0% 65,991 $3.1M
Family Legacy, Inc. 0.84% Reduce -1.9% 65,977 $3.1M
Fidelis Capital Partners, LLC 0.18% Add +6.8% 65,879 $3.1M
Azzad Asset Management Inc. 0.28% Add +475.7% 65,529 $3.1M
UMB Bank, n.a. 0.04% Reduce -0.2% 65,149 $3.1M
Citizens National Bank Trust Department 0.45% Reduce -2.9% 64,694 $3.1M
J.W. Cole Advisors, Inc. 0.05% New 64,624 $3.1M
Great Lakes Retirement, Inc. 0.27% Add +0.6% 64,429 $3.1M
MTM Investment Management, LLC 0.87% No change 64,362 $3.1M
Rokos Capital Management LLP 0.04% New 64,076 $3.0M
Diversified Trust Co. 0.05% Add +427.3% 63,990 $3.0M
Strengthening Families & Communities, LLC 0.67% Reduce -0.2% 63,666 $3.0M
Cedar Mountain Advisors, LLC 0.52% No change 63,391 $3.0M
Horizon Investments, LLC 0.03% Add +7.3% 63,198 $3.0M
Wellington Management Group LLP 0.00% Reduce -74.2% 63,092 $3.0M
MAI Capital Management 0.01% Add +4.7% 62,387 $3.0M
Assenagon Asset Management S.A. 0.00% Reduce -4.3% 62,354 $3.0M
XXEC, Inc. 0.38% Reduce -36.0% 63,806 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.09% No change 61,755 $2.9M
E. Ohman J:or Asset Management AB 0.07% Add +5.3% 61,696 $2.9M
Integrated Advisors Network LLC 0.13% Reduce -2.4% 60,573 $2.9M
Banque Cantonale Vaudoise 0.12% Add +0.4% 60,192 $2.9M
Choreo, LLC 0.03% Reduce -2.5% 60,094 $2.9M
Summit Financial, LLC 0.03% Add +13.8% 59,735 $2.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 59,575 $2.8M
Williams Jones Wealth Management, LLC. 0.03% Add +1.7% 59,163 $2.8M
Onex Canada Asset Management Inc. 0.43% Reduce -4.8% 59,033 $2.8M
Vise Technologies, Inc. 0.03% Add +54.5% 58,939 $2.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.08% Reduce -0.9% 58,797 $2.8M
Blue Capital, Inc. 1.77% New 58,609 $2.8M
Mizuho Markets Americas LLC 0.05% Add +52.8% 58,066 $2.8M
Neville Rodie & Shaw Inc. 0.18% No change 57,809 $2.7M
Metis Global Partners, LLC 0.06% Reduce -16.6% 57,757 $2.7M
Atlantic Union Bankshares Corp 0.05% Reduce -2.4% 57,184 $2.7M
Concurrent Investment Advisors, LLC 0.02% Add +15.4% 56,642 $2.7M
Howard Capital Management, LLC 0.03% Add +149.6% 56,441 $2.7M
Prime Capital Investment Advisors, LLC 0.03% Add +0.4% 56,366 $2.7M
Caldwell Trust Co 0.22% Add +7.1% 56,332 $2.7M
Quadrant Capital Group LLC 0.07% Add +1.4% 56,207 $2.7M
Wesbanco Bank Inc. 0.07% Reduce -0.8% 56,005 $2.7M
Turas Capital Management LP 1.22% New 55,986 $2.7M
Mufg Securities Americas Inc. 0.14% Add +8.8% 55,965 $2.7M
China Universal Asset Management Co., Ltd. 0.16% Add +7.0% 55,949 $2.7M
Wulff, Hansen & Co. 2.04% Reduce -4.2% 55,883 $2.7M
North Dakota State Investment Board 0.11% Add +2.6% 55,818 $2.7M
Community Bank, N.A. 0.28% Reduce -0.4% 54,627 $2.6M
Bradley Foster & Sargent Inc. 0.04% No change 54,290 $2.6M
Meridian Management Co. 0.58% No change 54,000 $2.6M
Banco de Sabadell, S.A 1.50% Add +1.1% 53,835 $2.6M
Bokf, NA 0.04% Add +0.1% 53,553 $2.5M
Sig Brokerage, LP 0.40% Reduce -24.4% 52,905 $2.5M
Securian Asset Management, Inc. 0.09% Reduce -2.1% 49,376 $2.5M
Equitable Holdings, Inc. 0.01% Add +17.1% 52,617 $2.5M
Diversify Advisory Services, LLC 0.04% New 48,181 $2.5M
Diversify Wealth Management, LLC 0.04% Add +20.5% 48,181 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -21.3% 52,358 $2.5M
Meeder Advisory Services, Inc. 0.09% Add +2.0% 52,290 $2.5M
CGN Advisors LLC 0.18% Reduce -3.9% 52,234 $2.5M
Lazard Asset Management LLC 0.00% Reduce -99.7% 51,807 $2.5M
AA Financial Advisors, LLC 0.30% Reduce -0.1% 51,711 $2.5M
First United Bank & Trust 0.70% Reduce -1.0% 51,214 $2.4M
Cresset Asset Management, LLC 0.01% Add +17.1% 51,192 $2.4M
Beese Fulmer Investment Management, Inc. 0.14% Add +3.3% 51,115 $2.4M
Community Bank & Trust, Waco, Texas 0.44% Reduce -1.4% 50,954 $2.4M
Arista Wealth Management, LLC 0.26% Add +0.4% 50,852 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +22.3% 50,812 $2.4M
Snowden Capital Advisors LLC 0.06% Reduce -8.2% 50,433 $2.4M
Lebenthal Global Advisors, LLC 0.32% Reduce -7.4% 50,419 $2.4M
Impact Capital Partners LLC 0.65% Add +0.3% 50,263 $2.4M
Shelton Wealth Management, LLC 0.94% Reduce -1.1% 50,027 $2.4M
PKO Investment Management Joint-Stock Co 0.17% No change 50,000 $2.4M
Sanchez Wealth Management Group 0.42% Add +0.1% 49,990 $2.4M
Cullen Capital Management, LLC 0.02% Add +8.5% 49,968 $2.4M
Park National Corp. 0.07% Reduce -1.1% 49,795 $2.4M
Cambria Investment Management, L.P. 0.12% Add +25.8% 49,774 $2.4M
Tower Research Capital LLC (TRC) 0.06% Reduce -37.6% 49,597 $2.4M
Natixis 0.01% Reduce -89.5% 49,409 $2.3M
Guardian Investment Management 1.51% Add +0.0% 49,295 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -0.5% 49,178 $2.3M
Altfest L J & Co. Inc. 0.23% Add +12.8% 49,166 $2.3M
First Citizens Bank & Trust Co. 0.03% Add +2.1% 48,955 $2.3M
Woodmont Investment Counsel LLC 0.13% Add +0.3% 48,519 $2.3M
Bahl & Gaynor LLC 0.01% No change 48,186 $2.3M
Ascent Group, LLC 0.07% Reduce -4.3% 48,162 $2.3M
Capital Investment Advisors, LLC 0.03% Reduce -8.0% 48,061 $2.3M
Northwest & Ethical Investments L.P. 0.05% Reduce -61.4% 47,609 $2.3M
Pflug Koory, LLC 0.90% Reduce -0.3% 47,562 $2.3M
Miller Capital Partners, Inc. 0.89% No change 47,550 $2.3M
Whitaker-Myers Wealth Managers, LTD. 0.38% Add +0.8% 47,548 $2.3M
Coldstream Capital Management Inc. 0.03% Add +4.9% 47,438 $2.3M
Nilsine Partners, LLC 0.16% Add +1.5% 47,258 $2.2M
Ancora Advisors LLC 0.04% Add +1.5% 46,969 $2.2M
IHT Wealth Management, LLC 0.05% Add +3.6% 46,894 $2.2M
TD Private Client Wealth LLC 0.04% Reduce -10.2% 46,874 $2.2M
Eastern Bank 0.03% Reduce -0.0% 46,792 $2.2M
Jacobi Capital Management LLC 0.11% Reduce -0.5% 46,786 $2.2M
Union Bancaire Privee, UBP SA 0.02% Reduce -2.8% 52,076 $2.2M
Mission Wealth Management, LP 0.03% Add +93.2% 45,713 $2.2M
Callan Family Office, LLC 0.04% Reduce -6.6% 45,678 $2.2M
Aspen Investment Management Inc 0.58% Reduce -0.2% 45,386 $2.2M
Farmers & Merchants Investments Inc. 0.05% Reduce -0.0% 45,122 $2.1M
Medallion Wealth Advisors, LLC 0.67% Add +0.0% 45,010 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.13% Add +2.2% 45,006 $2.1M
Fiduciary Group, LLC 0.17% No change 44,820 $2.1M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -38.7% 44,688 $2.1M
Kanawha Capital Management LLC 0.14% Add +0.0% 44,657 $2.1M
Fifth Third Wealth Advisors LLC 0.06% Add +5.3% 44,609 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -6.7% 44,033 $2.1M
Chapin Davis, Inc. 0.37% Reduce -28.0% 43,970 $2.1M
Douglass Winthrop Advisors, LLC 0.04% Reduce -10.4% 43,909 $2.1M
Ninepoint Partners LP 0.19% No change 43,732 $2.1M
Fiduciary Trust Co 0.02% Reduce -3.7% 43,661 $2.1M
Integrated Wealth Concepts LLC 0.01% Add +9.4% 43,634 $2.1M
Raiffeisen Bank International AG 0.02% Add +5.0% 42,918 $2.1M
iSAM Funds (UK) Ltd 1.45% New 43,200 $2.1M
AMG National Trust Bank 0.04% Reduce -72.4% 43,002 $2.0M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -2.3% 42,853 $2.0M
Charter Capital Management, LLC\DE 0.88% No change 41,984 $2.0M
Clark Capital Management Group, Inc. 0.01% Reduce -10.1% 41,737 $2.0M
Leavell Investment Management, Inc. 0.07% Reduce -2.9% 41,291 $2.0M
Smithfield Trust Co 0.08% Reduce -2.7% 41,106 $2.0M
Community Bank of Raymore 1.15% No change 41,027 $2.0M
Orca Wealth Management, LLC 1.17% Reduce 0.0% 40,897 $1.9M
Silvercrest Asset Management Group LLC 0.01% Reduce -90.1% 40,662 $1.9M
Cohen Klingenstein LLC 0.06% No change 40,500 $1.9M
Florida Trust Wealth Management Co 0.05% Reduce -0.3% 40,384 $1.9M
Hilltop National Bank 0.41% Reduce -5.5% 40,317 $1.9M
Valeo Financial Advisors, LLC 0.04% Add +2.8% 40,304 $1.9M
Pitcairn Wealth Advisors LLC 0.21% Add +86.5% 40,287 $1.9M
Kintegral Advisory, LLC 0.15% No change 40,156 $1.9M
NewEdge Wealth, LLC 0.02% Add +21.1% 40,011 $1.9M
Everhart Financial Group, Inc. 0.12% Add +1.7% 39,812 $1.9M
Ballentine Partners, LLC 0.02% Add +2.3% 39,743 $1.9M
Counterweight Ventures, LLC 0.94% Reduce -1.5% 39,637 $1.9M
Southeast Asset Advisors, LLC 0.19% No change 39,482 $1.9M
Massachusetts Wealth Management 0.71% Add +0.7% 39,285 $1.9M
Ethos Capital Management, Inc. 1.33% New 39,262 $1.9M
Marco Investment Management LLC 0.12% No change 39,138 $1.9M
Genus Capital Management Inc. 0.18% Reduce -61.1% 39,100 $1.9M
Busey Bank 0.04% Reduce -1.9% 39,013 $1.9M
Conway Capital Management, Inc. 0.83% No change 39,000 $1.9M
Prosperity Consulting Group, LLC 0.07% Add +3.4% 38,988 $1.9M
Sterling Capital Management LLC 0.03% Add +9.7% 38,871 $1.8M
Outfitters Financial LLC 1.29% Reduce -1.1% 38,840 $1.8M
Sumitomo Life Insurance Co. 0.03% Reduce -5.7% 38,787 $1.8M
Mount Vernon Associates Inc. 1.20% Reduce -3.9% 38,750 $1.8M
Firethorn Wealth Partners, LLC 0.59% Add +0.2% 38,754 $1.8M
Associated Banc-Corp 0.04% Reduce -0.4% 38,740 $1.8M
Sigma Planning Corp 0.05% Reduce -2.7% 38,710 $1.8M
Vestcor Inc 0.05% No change 38,520 $1.8M
Lombard Odier Asset Management (Switzerland) SA 0.06% Add +55.9% 38,511 $1.8M
CoreCap Advisors, LLC 0.05% Reduce -0.2% 38,426 $1.8M
Smartleaf Asset Management LLC 0.06% No change 38,020 $1.8M
Brown, Lisle/Cummings, Inc. 0.41% Add +4.1% 38,378 $1.8M
Tradewinds, LLC. 0.41% Add +53.4% 39,858 $1.8M
V-Square Quantitative Management LLC 0.17% Reduce -5.7% 38,293 $1.8M
Mgo One Seven LLC 0.03% Add +7.3% 38,111 $1.8M
City Holding Co. 0.20% Add +2.2% 38,054 $1.8M
Ables, Iannone, Moore & Associates, Inc. 0.96% Reduce -2.4% 37,981 $1.8M
Wedbush Securities Inc. 0.05% Add +2.5% 37,866 $1.8M
Venture Visionary Partners LLC 0.05% Reduce -0.1% 37,741 $1.8M
Searle & Co. 0.40% No change 37,692 $1.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.56% Add +0.5% 37,658 $1.8M
Citadel Investment Advisory, Inc. 0.81% Reduce -0.2% 37,585 $1.8M
Studio Investment Management LLC 0.30% Reduce -1.1% 37,566 $1.8M
CreativeOne Wealth, LLC 0.04% Reduce -17.9% 37,544 $1.8M
Nordwand Advisors, LLC 0.27% No change 37,482 $1.8M
LMR Partners LLP 0.02% Add +44.4% 37,421 $1.8M
Foundations Investment Advisors, LLC 0.02% Add +17.4% 37,338 $1.8M
Apella Capital, LLC 0.03% Add +0.3% 36,583 $1.8M
Western Wealth Management, LLC 0.06% Reduce -1.1% 37,233 $1.8M
Clifford Swan Investment Counsel LLC 0.06% No change 37,169 $1.8M
Integrity Alliance, Llc. 0.06% Add +300.6% 37,129 $1.8M
Roundview Capital LLC 0.10% Add +0.9% 37,077 $1.8M
First National Bank Sioux Falls 0.47% No change 40,500 $1.7M
Wealthspan Partners, LLC 0.55% No change 36,397 $1.7M
Sandler Capital Management 1.02% Add +45.0% 36,259 $1.7M
Citizens Financial Group Inc. 0.02% Add +11.8% 36,160 $1.7M
Accurate Wealth Management, LLC 0.16% Add +27.9% 34,640 $1.7M
Brookstone Capital Management 0.02% Add +53.4% 35,691 $1.7M
Dagco, Inc. 0.31% Add +0.0% 35,599 $1.7M
Chatham Capital Group, Inc. 0.21% No change 35,386 $1.7M
Dynamic Advisor Solutions LLC 0.05% Reduce -2.0% 35,302 $1.7M
Weil Company, Inc. 0.29% No change 35,217 $1.7M
Nicolet Bankshares Inc. 0.05% Reduce -20.0% 35,152 $1.7M
Mizuho Markets Cayman LP 0.06% New 34,954 $1.7M
Cobblestone Asset Management LLC 0.69% Add +0.3% 34,941 $1.7M
Elgethun Capital Management 0.23% Add +0.6% 34,921 $1.7M
Curat Global, LLC 1.36% Add +11.3% 30,123 $1.7M
Patrick M Sweeney & Associates, Inc. 0.95% Add +0.9% 34,884 $1.7M
Intrust Bank NA 0.12% Reduce -0.4% 34,854 $1.7M
RCW Management, LLC 1.48% Add +229.2% 34,814 $1.7M
111 Capital 0.28% New 34,804 $1.7M
Kahn Brothers Group Inc. 0.26% Reduce -4.7% 34,781 $1.7M
Atlanta Consulting Group Advisors, LLC 0.26% Add +8.5% 34,732 $1.7M
Capital Fund Management S.A. 0.01% New 34,547 $1.6M
Foster & Motley Inc. 0.08% Reduce -20.7% 34,518 $1.6M
WBH Advisory Inc. 0.11% Add +0.0% 34,235 $1.6M
Linscomb Wealth, Inc. 0.07% Reduce -2.1% 34,073 $1.6M
Premier Fund Managers Ltd 0.14% New 33,360 $1.6M
Sheets Smith Wealth Management 0.16% Add +0.0% 33,674 $1.6M
Wellington Shields & Co., LLC 0.36% No change 33,647 $1.6M
HUB Investment Partners, LLC 0.03% Add +10.0% 33,586 $1.6M
Reliant Investment Partners, LLC 1.09% Reduce -0.3% 33,566 $1.6M
Blue Trust, Inc. 0.02% Reduce -2.8% 33,540 $1.6M
Wilkins Investment Counsel Inc. 0.21% Reduce -2.8% 33,450 $1.6M
Gratus Wealth Advisors, LLC 0.20% Add +0.6% 33,346 $1.6M
WASHINGTON TRUST Co 0.05% No change 33,316 $1.6M
LaSalle St. Investment Advisors, LLC 0.19% Reduce -0.2% 33,225 $1.6M
Argent Trust Co 0.05% Reduce -44.4% 32,933 $1.6M
Gerald Baker Financial Group LLC 0.44% Add +0.1% 32,890 $1.6M
Spirit of America Management Corp. 0.29% No change 32,600 $1.5M
Kenora Financial, LLC 0.48% Add +0.3% 32,458 $1.5M
USA Financial Formulas 0.28% — 32,336 $1.5M
Davis R M Inc. 0.02% Reduce -1.1% 32,211 $1.5M
Stock Yards Bank & Trust Co. 0.04% Reduce -0.4% 32,158 $1.5M
Bridgefront Capital, LLC 0.40% New 32,013 $1.5M
Donaldson Capital Management, LLC 0.04% Add +0.6% 32,012 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.19% Reduce -1.5% 31,886 $1.5M
Biltmore Wealth Management, LLC 0.47% Reduce -2.0% 31,872 $1.5M
Yoffe Investment Management, LLC 1.73% No change 31,770 $1.5M
Rehmann Capital Advisory Group 0.07% Add +2.3% 31,709 $1.5M
Advisory Alpha, LLC 0.04% Add +10.4% 31,562 $1.5M
CHICAGO TRUST Co NA 0.22% Add +33.0% 31,395 $1.5M
Tema ETFs LLC 0.05% Add +10.8% 31,370 $1.5M
Klein Pavlis & Peasley Financial, Inc. 0.77% New 31,200 $1.5M
Whittier Trust Co. 0.01% Add +0.6% 30,290 $1.5M
MFG Wealth Management, Inc. 1.06% Add +4.2% 31,102 $1.5M
BNB Wealth Management, LLC 0.81% Reduce -0.0% 31,043 $1.5M
Valmark Advisers, Inc. 0.02% Reduce -0.5% 30,967 $1.5M
Bath Savings Trust Co 0.15% No change 30,964 $1.5M
ICICI Prudential Asset Management Co Ltd 0.16% Reduce -0.3% 30,728 $1.5M
Sovereign Financial Group, Inc. 0.22% Reduce -0.7% 30,723 $1.5M
Harbor Investment Advisory, LLC 0.10% Reduce -0.1% 30,696 $1.5M
Goelzer Investment Management, Inc. 0.06% Reduce -3.6% 30,680 $1.5M
Confluence Wealth Services, Inc. 0.04% Add +2.8% 30,652 $1.5M
Cary Street Partners Financial LLC 0.03% Add +37.0% 30,616 $1.5M
Systematic Financial Management LP 0.03% No change 30,600 $1.5M
Engineers Gate Manager LP 0.02% New 30,446 $1.4M
Portside Wealth Group, LLC 0.17% Add +5.7% 30,371 $1.4M
Harbour Trust & Investment Management Co 0.14% Reduce -0.6% 30,285 $1.4M
Moneta Group Investment Advisors LLC 0.01% Add +1.4% 30,267 $1.4M
BLB&B Advisors, LLC 0.05% Reduce -4.5% 30,237 $1.4M
Ieq Capital, LLC 0.01% Reduce -2.6% 30,225 $1.4M
Essex Financial Services, Inc. 0.07% Reduce -3.9% 30,155 $1.4M
Harbor Advisors LLC 0.18% No change 30,000 $1.4M
Bridgewater Advisors Inc. 0.08% Add +1.2% 29,169 $1.4M
Perigon Wealth Management, LLC 0.02% Add +7.8% 29,930 $1.4M
Compound Planning, Inc. 0.04% Add +6.5% 29,688 $1.4M
Praxis Investment Management Inc. 0.07% No change 29,639 $1.4M
McGlone Suttner Wealth Management, Inc. 0.17% Add +8.2% 29,593 $1.4M
SouthState Bank Corp 0.06% Add +15.3% 29,570 $1.4M
Norden Group LLC 0.12% Add +5.3% 29,564 $1.4M
Ullmann Wealth Partners Group, LLC 0.13% Add +0.0% 29,506 $1.4M
Cullen Investment Group, LTD. 0.17% Reduce -1.3% 29,500 $1.4M
Hunter Perkins Capital Management, LLC 0.31% No change 29,500 $1.4M
Congress Park Capital LLC 0.38% No change 29,465 $1.4M
HORAN Wealth, LLC 0.17% Reduce -49.7% 29,302 $1.4M
Syon Capital LLC 0.06% Add +4.3% 29,275 $1.4M
Harbor Capital Advisors, Inc. 0.09% Add +0.2% 29,161 $1.4M
Procyon Advisors, LLC 0.06% Reduce -0.2% 29,157 $1.4M
Vaughan David Investments LLC 0.03% Reduce -2.7% 29,101 $1.4M
Navalign, LLC 0.32% Reduce -1.8% 29,054 $1.4M
Weatherly Asset Management L. P. 0.10% No change 28,994 $1.4M
Frec Markets, Inc. 0.12% Add +63.0% 28,965 $1.4M
Fruth Investment Management 0.33% No change 28,900 $1.4M
Benjamin Edwards Inc. 0.01% Add +8.4% 28,855 $1.4M
Modern Wealth Management, LLC 0.02% Add +35.2% 28,769 $1.4M
Reynders McVeigh Capital Management, LLC 0.06% Add +0.5% 28,634 $1.4M
Creative Financial Designs Inc. 0.06% Reduce -0.5% 28,421 $1.4M
LS Investment Advisors, LLC 0.18% No change 28,039 $1.3M
Lyell Wealth Management, LP 0.08% No change 27,831 $1.3M
Edgemoor Investment Advisors, Inc. 0.09% No change 27,750 $1.3M
Decker Wealth Management LLC 0.28% Reduce -34.9% 27,576 $1.3M
Private Trust Co. NA 0.10% Reduce -4.9% 27,349 $1.3M
RMR Wealth Builders 0.08% Add +0.2% 27,323 $1.3M
William B. Walkup & Associates, Inc. 0.62% Reduce -1.6% 27,138 $1.3M
United Community Bank 0.40% Reduce -9.7% 27,124 $1.3M
Boothbay Fund Management, LLC 0.03% Reduce -86.3% 27,110 $1.3M
Barnett & Company, Inc. 0.95% No change 27,060 $1.3M
Sawgrass Asset Management LLC 0.17% Reduce -2.0% 27,024 $1.3M
B. Riley Wealth Advisors, Inc. 0.07% Add +4.7% 26,693 $1.3M
Foresight Group Ltd Liability Partnership 0.23% Reduce -43.4% 26,808 $1.3M
Vista Investment Management 0.38% Reduce -2.9% 26,822 $1.3M
Walsky Investment Management, Inc. 1.17% Add +4.3% 26,590 $1.3M
Wealthcare Advisory Partners LLC 0.02% Reduce -9.8% 26,488 $1.3M
Triasima Portfolio Management inc. 0.17% Add +138.2% 26,440 $1.3M
Buckhead Capital Management LLC 0.43% Add +2.8% 26,376 $1.3M
Aviance Capital Partners, LLC 0.13% Reduce -0.2% 26,315 $1.3M
Northstar Group, Inc. 0.17% Add +1.0% 26,307 $1.3M
Eventide Asset Management, LLC 0.02% New 26,263 $1.2M
Rossmore Private Capital 0.10% Reduce -1.9% 26,233 $1.2M
KTF Investments, LLC 0.13% Reduce -13.6% 26,225 $1.2M
Clearbridge Investments, LLC 0.00% Reduce -11.1% 26,107 $1.2M
Walker Asset Management, LLC 0.63% Add +0.1% 26,105 $1.2M
Heritage Wealth Management, Inc. 0.31% New 25,995 $1.2M
Fingerlakes Wealth Management, Inc. 0.66% Add +0.2% 25,715 $1.2M
Mutual Advisors, LLC 0.02% Add +2.2% 25,700 $1.2M
Godshalk Welsh Capital Management, Inc. 0.66% Reduce -1.0% 25,640 $1.2M
Sound View Wealth Advisors Group, LLC 0.08% Reduce -2.7% 25,544 $1.2M
IFP Advisors, Inc 0.02% Reduce -2.7% 25,508 $1.2M
Sunpointe, LLC 0.34% Add +10.6% 25,467 $1.2M
Virtu Financial LLC 0.04% New 25,089 $1.2M
Modera Wealth Management, LLC 0.01% Add +1.1% 25,041 $1.2M
Werlinich Asset Management, LLC 0.45% No change 25,026 $1.2M
Seneca House Advisors 0.42% Add +0.3% 25,024 $1.2M
Cascade Financial Partners, LLC 0.10% Reduce -4.8% 25,018 $1.2M
World Investment Advisors 0.02% Reduce -7.2% 28,281 $1.2M
Lecap Asset Management Ltd. 0.50% Add +88.2% 24,735 $1.2M
Sagespring Wealth Partners, LLC 0.02% Add +13.5% 24,701 $1.2M
Hanson & Doremus Investment Management 0.12% Reduce -3.0% 24,699 $1.2M
TrueWealth Advisors, LLC 0.26% Add +2.7% 24,679 $1.2M
Sustainable Insight Capital Management, LLC 0.50% Reduce -49.4% 24,557 $1.2M
Mystic Asset Management, Inc. 0.25% No change 24,533 $1.2M
SVB Wealth LLC 0.07% Add +0.2% 24,519 $1.2M
Tannin Capital LLC 0.76% Reduce -6.3% 24,437 $1.2M
GWN Securities Inc. 0.19% Add +0.1% 24,403 $1.2M
Commonwealth Financial Services, LLC 0.16% Reduce -14.3% 24,378 $1.2M
AAFMAA Wealth Management & Trust LLC 0.40% Reduce -8.0% 24,344 $1.2M
Independent Financial Group, LLC 0.02% Reduce -0.0% 24,271 $1.2M
Two Sigma Securities, LLC 0.10% New 24,258 $1.2M
Americana Partners, LLC 0.03% Add +3.1% 24,237 $1.2M
Wellington Shields Capital Management, LLC 0.15% No change 24,233 $1.2M
Laurion Capital Management LP 0.09% New 24,171 $1.1M
Fulton Bank, N.A. 0.04% Add +3.9% 24,155 $1.1M
Deseret Mutual Benefit Administrators 0.37% Reduce -22.5% 24,030 $1.1M
Alamea Verwaltungs GmbH 0.91% Reduce -9.7% 24,016 $1.1M
Wolverine Asset Management LLC 0.06% Reduce -42.9% 24,000 $1.1M
Parallel Advisors, LLC 0.02% Add +3.7% 23,954 $1.1M
NorthCoast Asset Management LLC 0.03% Add +22.4% 23,929 $1.1M
Frank, Rimerman Advisors LLC 0.06% Add +0.9% 23,906 $1.1M
New Republic Capital, LLC 0.26% Reduce -0.1% 23,904 $1.1M
TIAA Wealth Investment Management LLC 0.01% Add +1.7% 23,890 $1.1M
Sapient Capital LLC 0.01% Add +142.4% 23,752 $1.1M
Brooks, Moore & Associates, Inc. 0.51% No change 23,737 $1.1M
Quantum Private Wealth, LLC 0.29% No change 23,458 $1.1M
SK Wealth Management, LLC 0.25% Add +0.3% 22,225 $1.1M
Pioneer Trust Bank N A 0.25% Reduce -0.2% 23,385 $1.1M
Independence Bank of Kentucky 0.13% Reduce -7.1% 23,337 $1.1M
Checchi Capital Advisers, LLC 0.07% Reduce -1.6% 23,329 $1.1M
RMR Capital Management, LLC 0.76% Reduce -0.2% 23,208 $1.1M
Calamos Wealth Management LLC 0.03% Add +4.2% 23,204 $1.1M
Financial Strategies Group, Inc. 0.17% No change 22,002 $1.1M
Sowell Financial Services LLC 0.04% Reduce -2.4% 23,022 $1.1M
Cadinha & Co. LLC 0.16% Add +2.5% 22,937 $1.1M
Continuum Advisory, LLC 0.09% Add +1.4% 22,925 $1.1M
Premier Path Wealth Partners, LLC 0.12% Add +8.8% 22,818 $1.1M
Brighton Jones LLC 0.02% Add +1.0% 22,801 $1.1M
Rodgers Brothers Inc. 0.11% No change 22,800 $1.1M
Welch & Forbes LLC 0.01% Add +2.1% 22,663 $1.1M
Brave Asset Management Inc. 0.23% No change 22,641 $1.1M
Raab & Moskowitz Asset Management LLC 0.22% No change 22,607 $1.1M
Abbot Financial Management, Inc. 0.39% No change 22,592 $1.1M
Arete Wealth Advisors, LLC 0.07% Reduce -7.7% 22,583 $1.1M
Capital Investment Advisory Services, LLC 0.07% Add +27.4% 22,549 $1.1M
Childress Capital Advisors, LLC 0.18% Reduce -0.9% 22,507 $1.1M
Empower Advisory Group, LLC 0.00% Add +25.8% 22,395 $1.1M
XML Financial, LLC 0.08% No change 22,351 $1.1M
Davidson Trust Co. 0.41% Reduce -0.8% 22,334 $1.1M
SBI Okasan Asset Management Co.Ltd. 0.03% No change 22,000 $1.1M
Kepler Cheuvreux (Suisse) SA 0.06% Add +60.2% 22,187 $1.1M
Fiduciary Family Office, LLC 0.26% Add +19.0% 22,146 $1.1M
Grove Bank & Trust 0.10% Add +0.5% 21,985 $1.0M
Avidian Wealth Enterprises, LLC 0.03% Add +4.4% 21,938 $1.0M
Embree Financial Group 0.10% Add +0.6% 21,833 $1.0M
CX Institutional 0.03% Reduce -0.9% 21,810 $1.0M
Aberdeen Wealth Management LLC 0.50% Reduce -12.1% 21,800 $1.0M
Exchange Traded Concepts, LLC 0.01% Add +126.8% 21,784 $1.0M
Howland Capital Management LLC 0.04% Reduce -1.2% 21,619 $1.0M
Lakeside Advisors, INC. 0.65% No change 21,600 $1.0M
Verus Capital Partners, LLC 0.06% Add +0.5% 21,583 $1.0M
Harbour Investments, Inc. 0.01% Reduce -0.0% 21,578 $1.0M
Castle Wealth Management LLC 0.30% Reduce -0.7% 21,523 $1.0M
Almanack Investment Partners, LLC. 0.13% New 21,451 $1.0M
Chilton Investment Co. Inc. 0.02% No change 21,257 $1.0M
Morse Asset Management, Inc 0.17% No change 21,250 $1.0M
Mayfair Advisory Group, LLC 0.30% No change 18,905 $1.0M
Sage Investment Advisers LLC 0.68% Reduce -7.4% 21,170 $1.0M
Brasada Capital Management, LP 0.18% Add +16.7% 21,000 $998K
Mondrian Investment Partners LTD 0.02% Reduce -48.1% 20,954 $996K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% Reduce -2.5% 20,915 $994K
ELCO Management Co., LLC 0.43% Add +0.6% 20,837 $990K
Connecticut Wealth Management, LLC 0.04% No change 20,814 $989K
Koshinski Asset Management, Inc. 0.05% Add +6.9% 20,646 $981K
Wedmont Private Capital 0.03% Add +8.3% 19,831 $980K
Graves Light Lenhart Wealth, Inc. 0.09% Add +0.1% 20,603 $979K
Partners Wealth Management, LLC 0.96% Reduce -3.6% 20,520 $975K
Principal Securities, Inc. 0.01% Add +5.4% 20,501 $974K
Legacy Wealth Asset Management, LLC 0.21% Reduce -1.3% 20,480 $973K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.9% 20,435 $971K
Appleton Partners Inc. 0.06% Reduce -0.2% 20,434 $971K
Acropolis Investment Management, LLC 0.04% Add +0.7% 20,423 $971K
EPG Wealth Management LLC 0.23% Add +0.2% 20,309 $965K
Oakworth Capital, Inc. 0.05% Add +0.2% 20,146 $961K
Klingman & Associates, LLC 0.04% Add +0.6% 20,217 $961K
Panagora Asset Management Inc. 0.00% Reduce -34.3% 20,208 $960K
National Philanthropic Trust 0.01% No change 20,173 $959K
Clear Harbor Asset Management, LLC 0.06% Reduce -13.2% 20,114 $956K
Capital Analysts, LLC 0.02% Reduce -10.0% 20,048 $953K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +19.4% 20,046 $953K
RB Capital Management, LLC 0.19% Add +0.0% 20,031 $952K
Caption Management, LLC 0.03% Reduce -85.2% 20,000 $951K
Optas, LLC 0.13% Add +0.8% 19,870 $944K
Applied Finance Capital Management, LLC 0.07% Reduce -33.1% 19,828 $942K
Colonial Trust Co / SC 0.12% Reduce -1.8% 19,640 $933K
Gryphon Financial Partners LLC 0.08% Add +15.9% 19,617 $932K
Old North State Trust, LLC 0.48% Add +8.0% 19,602 $932K
Cornerstone Advisory, LLC 0.08% Add +0.7% 19,499 $927K
Mosaic Advisors LLC 1.24% Reduce -7.4% 19,374 $921K
Lee Johnson Capital Management, LLC 0.29% Add +29.0% 19,368 $921K
Patriot Investment Management Group, Inc. 0.05% Reduce -0.9% 19,298 $917K
Cornerstone Investment Partners, LLC 0.03% Reduce -0.9% 19,268 $916K
Gilbert & Cook, Inc. 0.11% Add +0.6% 19,266 $916K
Pettyjohn, Wood & White, Inc. 0.13% Reduce -1.6% 19,244 $915K
Kingswood Wealth Advisors, LLC 0.04% Add +37.1% 19,116 $909K
Malaga Cove Capital, LLC 0.29% Reduce -0.6% 19,112 $908K
Canandaigua National Bank & Trust Co. 0.08% — 19,034 $905K
Chronos Wealth Management, LLC 0.40% Reduce -2.7% 18,985 $902K
D.B. Root & Company, LLC 0.19% Reduce -14.7% 18,917 $899K
Paradigm Asset Management Co. LLC 0.19% New 18,900 $898K
RiverFront Investment Group, LLC 0.01% Reduce -67.7% 18,832 $895K
Certified Advisory Corp 0.07% Reduce -2.6% 18,821 $895K
Evelyn Partners Group Ltd 0.02% — 18,778 $893K
Klingenstein Fields & Co. LP 0.03% Add +2.3% 18,764 $892K
HBK Sorce Advisory LLC 0.02% Add +0.5% 17,418 $890K
Acorn Wealth Advisors, LLC 0.22% Reduce -36.8% 18,687 $888K
IFG Advisory, LLC 0.03% Add +492.9% 18,676 $888K
Choate Investment Advisors 0.02% Reduce -0.8% 18,652 $887K
Woodward Diversified Capital, LLC 0.39% Add +8.1% 18,637 $886K
Lionhunter Capital Management, LLC 0.40% — 18,626 $885K
Integrated Investment Consultants, LLC 0.17% Reduce -3.1% 18,600 $884K
Investors Asset Management of Georgia Inc. /Ga/ 0.31% Add +0.0% 18,573 $883K
Great Valley Advisor Group, Inc. 0.01% Add +2.6% 18,562 $883K
Truvestments Capital LLC 0.13% Add +52.5% 18,536 $881K
Dupree Financial Group, LLC 0.33% No change 18,483 $878K
Nwam LLC 0.04% Add +5.3% 18,445 $877K
Landing Point Financial Group, LLC 0.30% Reduce -3.0% 18,432 $876K
Legacy Financial Independent Advisors LLC 0.41% Reduce -1.2% 18,408 $875K
AdvisorNet Financial, Inc 0.04% Add +9.3% 18,353 $872K
Peoples Bank 0.45% Reduce -0.7% 18,267 $868K
Hara Capital LLC 0.46% No change 18,240 $867K
Cidel Asset Management Inc. 0.04% Reduce -2.7% 18,214 $866K
Larson Financial Group LLC 0.02% Add +4.3% 18,185 $864K
Caprock Group, LLC 0.02% New 18,081 $859K
Sepio Capital, LP 0.04% Reduce -0.0% 18,023 $857K
Mogy Joel R Investment Counsel Inc. 0.05% No change 18,000 $856K
Midwest Financial Group LLC 0.30% Reduce -4.3% 17,900 $851K
TBH Global Asset Management, LLC 0.16% No change 17,841 $848K
InvesTrust 0.33% No change 17,835 $848K
Catalyst Financial Partners LLC 0.08% Add +1.7% 17,801 $846K
Parkside Financial Bank & Trust 0.06% Add +0.2% 17,776 $845K
Bedel Financial Consulting, Inc. 0.08% No change 17,730 $843K
Central Bank & Trust Co. 0.12% Add +34.1% 17,691 $841K
GC Wealth Management RIA, LLC 0.05% Reduce -9.5% 17,655 $839K
Cigna Investments Inc. 0.11% Reduce -1.8% 17,596 $837K
Cullinan Associates Inc. 0.06% No change 17,600 $837K
Traynor Capital Management, Inc. 0.04% Reduce -5.3% 17,600 $837K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.6% 17,598 $836K
Itau Unibanco Holding S.A. 0.02% Reduce -63.2% 17,543 $834K
Quantbot Technologies LP 0.03% New 17,533 $833K
Diversified Enterprises, LLC 0.04% Add +5.7% 17,517 $833K
Kapstone Financial Advisors LLC 0.35% Reduce -6.4% 17,515 $832K
Indiana Trust & Investment Management Co 0.23% No change 17,514 $832K
St Germain D J Co. Inc. 0.03% Add +0.9% 17,513 $832K
HighPoint Advisor Group LLC 0.03% Add +1.4% 17,432 $829K
Tocqueville Asset Management L.P. 0.01% No change 17,352 $825K
Boston Trust Walden Corp 0.01% No change 17,315 $823K
Palisade Capital Management, LP 0.04% Add +1.0% 17,312 $823K
Yukon Wealth Management, Inc. 0.24% New 17,282 $821K
Revolve Wealth Partners, LLC 0.09% Reduce -6.4% 17,252 $820K
Redmond Asset Management, LLC 0.20% No change 17,212 $818K
Guyasuta Investment Advisors Inc. 0.04% No change 17,100 $813K
Osborne Partners Capital Management, LLC 0.04% Add +2.7% 17,054 $811K
Daymark Wealth Partners, LLC 0.02% Add +6.0% 17,022 $809K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -1.0% 16,947 $805K
Wealth Alliance, LLC 0.07% Reduce -14.5% 16,861 $801K
Savvy Advisors, Inc. 0.02% Add +22.3% 16,841 $800K
Taylor Financial Group, Inc. 0.44% Reduce -12.7% 16,832 $800K
One Capital Management, LLC 0.02% No change 19,488 $800K
PFG Investments, LLC 0.03% Reduce -13.8% 16,819 $799K
Smith Salley Wealth Management 0.03% Reduce -1.2% 16,793 $798K
VestGen Advisors, LLC 0.02% Add +6.2% 16,789 $798K
Level Four Advisory Services, LLC 0.02% Add +5.3% 16,756 $796K
Dakota Wealth Management 0.02% Add +0.1% 16,733 $795K
PDS Planning, Inc 0.05% Add +0.9% 16,542 $786K
Mason & Associates, LLC 0.16% No change 16,521 $785K
Chesley Taft & Associates LLC 0.03% Add +0.5% 16,475 $783K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +0.2% 16,472 $783K
Kozak & Associates, Inc. 0.14% Add +0.3% 16,182 $782K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -0.4% 16,417 $780K
Trivium Point Advisory, LLC 0.07% Add +0.1% 16,289 $774K
Ledyard National Bank 0.06% Add +0.2% 16,287 $774K
E Fund Management (Hong Kong) Co., Ltd. 0.25% Add +144.1% 16,170 $769K
Bigelow Investment Advisors, LLC 0.28% No change 16,026 $762K
CWA Asset Management Group, LLC 0.02% Add +13.0% 16,011 $761K
Financial Consulate, Inc. 0.08% Add +0.1% 15,980 $760K
Charles Schwab Trust Co 0.04% No change 15,977 $759K
Advisors Capital Management, LLC 0.01% Add +34.8% 15,928 $757K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 15,920 $757K
Fragasso Financial Advisors Inc 0.04% Add +1.7% 15,902 $756K
Bailard, Inc. 0.02% No change 15,867 $754K
Nexus Investment Management ULC 0.10% No change 15,840 $753K
Partners in Financial Planning 0.11% No change 15,816 $752K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 15,805 $751K
denkapparat Operations GmbH 0.24% New 15,738 $748K
TritonPoint Partners, LLC 0.06% New 15,683 $745K
WCG Wealth Advisors LLC 0.02% Reduce -2.4% 15,655 $744K
Quadrature Capital Ltd 0.01% New 15,623 $743K
Intellectus Partners, LLC 0.13% Reduce -3.4% 15,565 $740K
JGP Wealth Management, LLC 0.07% Add +0.1% 15,480 $736K
Avantra Family Wealth, Inc. 0.47% Reduce -1.7% 15,411 $732K
Navigation Group, LLC 0.14% No change 15,411 $732K
Aprio Wealth Management, LLC 0.04% Add +0.4% 15,410 $732K
Krilogy Financial LLC 0.02% Reduce -1.2% 15,394 $732K
Mesirow Financial Investment Management, Inc. 0.01% Add +6.1% 15,392 $732K
Black Diamond Financial, LLC 0.06% Add +0.4% 15,211 $723K
Founders Financial Alliance, LLC 0.10% Add +0.4% 15,206 $723K
Waters Parkerson & Co., LLC 0.04% No change 15,162 $721K
Gibraltar Capital Management, Inc. 0.11% Reduce -0.3% 15,144 $720K
Greenfield Savings Bank 0.27% Reduce -2.9% 15,109 $718K
Twin Tree Management, LP 0.11% New 15,072 $716K
Golden Reserve Retirement LLC 0.11% New 15,054 $716K
Two Sigma Investments, LP 0.00% Reduce -75.2% 14,958 $711K
Tritonpoint Wealth, LLC 0.07% Add +0.3% 14,951 $711K
Trust Point Inc. 0.06% Add +3.1% 14,946 $710K
McKinley Carter Wealth Services, Inc. 0.04% No change 14,943 $710K
Trustmark Bank Trust Department 0.04% Add +23.1% 14,927 $709K
Lombard Odier Asset Management (USA) Corp 0.98% Reduce -12.5% 14,904 $708K
Magnolia Capital Management Ltd. 0.49% No change 14,895 $708K
Advyzon Investment Management, LLC 0.05% Add +98.4% 14,816 $704K
First Financial Bankshares Inc 0.01% Reduce -2.6% 14,657 $697K
Pure Financial Advisors, LLC 0.01% Add +1.7% 14,615 $695K
Evolve Private Wealth, LLC 0.04% Reduce -58.9% 14,585 $693K
Avestar Capital, LLC 0.04% Add +17.7% 14,544 $691K
Resources Management Corp. /CT/ 0.09% Reduce -0.2% 14,429 $686K
Sendero Wealth Management, LLC 0.07% Reduce -0.1% 14,380 $683K
44 Wealth Management LLC 0.22% Reduce -31.3% 14,196 $675K
Everett Harris & Co. 0.01% No change 14,159 $673K
Howard Bailey Securities, LLC 0.25% Reduce -0.1% 14,143 $672K
SHUTTLEWORTH & Co 0.54% Reduce -0.3% 14,123 $671K
Coastline Trust Co 0.06% No change 14,092 $670K
Marble Wealth, LLC 0.10% Add +0.1% 14,068 $669K
Tudor Financial Inc. 0.30% No change 14,066 $669K
Faithward Advisors, LLC 0.08% New 14,004 $666K
Parallax Volatility Advisers, L.P. 0.03% Reduce -23.7% 13,994 $665K
Harvey Investment Co. LLC 0.07% No change 13,986 $665K
Roof Eidam Maycock Peralta, LLC 0.13% No change 13,941 $663K
Inspire Advisors, LLC 0.05% Reduce -29.5% 13,932 $662K
Philip James Wealth Mangement, LLC 0.08% Reduce -0.4% 13,921 $662K
Canal Capital Management, LLC 0.08% Reduce -2.2% 13,914 $661K
Benin Management CORP 0.13% Reduce -12.6% 13,860 $659K
PFG Advisors 0.03% Reduce -3.6% 13,854 $658K
Chicago Partners Investment Group LLC 0.01% Reduce -11.5% 12,430 $656K
RKL Wealth Management LLC 0.05% Add +2.1% 13,802 $656K
Crescent Sterling, Ltd. 0.59% Reduce -2.1% 13,800 $656K
Candriam S.C.A. 0.00% Reduce -0.1% 13,799 $655K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 13,780 $655K
SageView Advisory Group, LLC 0.02% Reduce -1.0% 13,766 $654K
Myriad Asset Management US LP 0.90% New 13,753 $654K
Traphagen Investment Advisors LLC 0.05% Add +15.2% 13,759 $654K
Vista Investment Partners Ii, LLC 0.26% Add +1.7% 13,749 $654K
Townsquare Capital LLC 0.12% Add +1.6% 13,556 $644K
Advisory Advocates, LLC 0.55% Add +1.1% 13,529 $643K
Means Investment Co., Inc. 0.05% Add +4.8% 13,524 $643K
Wilmington Savings Fund Society, FSB 0.01% Reduce -2.2% 13,520 $643K
Marathon Capital Management 0.13% No change 13,491 $641K
Clarendon Private LLC 0.41% Add +4.5% 13,478 $641K
Latitude Advisors, LLC 0.26% Add +35.8% 13,460 $640K
Holderness Investments Co. 0.11% No change 13,407 $637K
Wendell David Associates Inc. 0.07% No change 13,368 $635K
Freestone Capital Holdings, LLC 0.02% Add +11.2% 13,329 $634K
Pallas Capital Advisors LLC 0.02% Reduce -5.9% 13,326 $633K
Walled Lake Planning & Wealth Management, LLC 0.16% Add +0.3% 13,321 $633K
Bangor Savings Bank 0.05% Add +7.9% 13,277 $631K
North Forty Two & Co. 0.53% Reduce -1.5% 13,220 $628K
WNY Asset Management, LLC 0.06% Add +0.5% 13,137 $624K
Piscataqua Savings Bank 0.42% No change 13,121 $624K
RCS Financial Planning, LLC 0.29% No change 13,050 $620K
Commerzbank Aktiengesellschaft 0.01% Reduce -21.5% 13,034 $620K
NBT Bank, N.A. 0.04% Reduce -0.5% 13,038 $620K
McLean Asset Management Corp 0.08% Reduce -0.4% 12,239 $617K
CENTRAL TRUST Co 0.01% Add +84.4% 12,969 $616K
Cyndeo Wealth Partners, LLC 0.03% Add +0.5% 12,950 $616K
TrustWell Financial Advisors, LLC 0.52% No change 12,937 $615K
Argentarii, LLC 0.19% Add +18.4% 12,288 $614K
Register Financial Advisors LLC 0.19% No change 12,894 $613K
Secure Asset Management, LLC 0.09% Add +0.3% 12,873 $612K
RIA Advisory Group LLC 0.14% Add +26.8% 12,859 $611K
Rede Wealth, LLC 0.20% Reduce -3.2% 12,843 $610K
Gables Capital Management Inc. 0.22% No change 12,800 $608K
Becker Capital Management Inc. 0.02% Add +1.1% 12,793 $608K
First Command Advisory Services, Inc. 0.00% Reduce -57.4% 12,788 $608K
AlphaCore Capital LLC 0.01% Add +16.4% 12,684 $603K
Smith Partners Wealth Management, LLC 0.48% No change 12,644 $601K
71 West Capital Partners 0.02% Add +71.6% 12,629 $600K
Thoroughbred Financial Services, LLC 0.03% Add +14.2% 12,609 $599K
Indivisible Partners 0.03% Add +55.6% 12,597 $599K
State of Wyoming 0.06% Add +9.1% 12,566 $597K
Stratos Wealth Advisors, LLC 0.03% Reduce -25.5% 12,562 $597K
Hazlett, Burt & Watson, Inc. 0.16% Add +19.3% 12,552 $597K
Ausdal Financial Partners, Inc. 0.02% Add +5.7% 12,504 $594K
Montag A & Associates Inc. 0.03% Reduce -0.6% 12,450 $592K
Silver Oak Advisory Group, Inc. 0.23% No change 12,376 $588K
ABN AMRO Bank N.V. 0.01% Reduce -24.0% 12,375 $587K
Virtue Capital Management, LLC 0.08% Add +3.9% 12,344 $587K
Patton Albertson Miller Group, LLC 0.06% Reduce -0.3% 12,329 $586K
Abacus Wealth Partners, LLC 0.06% Reduce -0.2% 12,304 $585K
Ameritas Advisory Services, LLC 0.01% Add +20.1% 12,298 $585K
Evercore Wealth Management, LLC 0.01% Reduce -13.6% 12,292 $584K
Olde Wealth Management, LLC 0.17% No change 12,300 $584K
Meridian Wealth Management, LLC 0.02% Add +4.2% 12,274 $583K
Alpha Family Trust 0.23% No change 12,270 $583K
Cornerstone Planning, LLC 0.13% No change 12,236 $582K
Advisor OS, LLC 0.04% Add +5.5% 12,169 $578K
Alpha Omega Wealth Management LLC 0.09% Reduce -3.3% 12,165 $578K
Successful Portfolios LLC 0.27% Reduce -0.0% 11,674 $576K
Shepherd Street Advisors LLC 0.51% Add +13.0% 11,653 $576K
Avantax Planning Partners, Inc. 0.01% Reduce -1.1% 12,066 $573K
Cornerstone Wealth Management, LLC 0.02% Reduce -3.3% 12,055 $573K
Brandywine Oak Private Wealth LLC 0.04% Add +0.3% 12,031 $572K
Fulcrum Asset Management LLP 0.06% No change 11,860 $569K
Formidable Asset Management, LLC 0.09% Add +27.8% 13,812 $567K
Supplemental Annuity Collective Trust of NJ 0.15% Reduce -5.5% 11,918 $566K
Courier Capital LLC 0.03% Reduce -0.1% 11,907 $566K
Flagship Wealth Advisors, LLC 0.13% No change 11,880 $565K
Adirondack Trust Co. 0.17% Reduce -0.3% 11,848 $563K
Capital Advisors Inc. 0.01% Add +0.6% 11,833 $562K
Murphy & Mullick Capital Management Corp 0.35% Reduce -0.1% 11,762 $559K
Old Port Advisors 0.11% Add +6.7% 11,665 $554K
Westmount Partners, LLC 0.12% Add +2.1% 11,664 $554K
Mayflower Financial Advisors, LLC 0.05% Add +0.6% 11,625 $553K
Thompson Siegel & Walmsley LLC 0.01% Reduce -29.3% 11,613 $552K
Strategic Financial Services, Inc. 0.02% No change 11,606 $552K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% New 11,581 $550K
Tyche Wealth Partners LLC 0.08% Add +45.1% 11,578 $550K
Platform Technology Partners 0.09% Reduce -7.1% 11,573 $550K
Financial Council, LLC 0.18% Add +0.1% 11,561 $550K
Thomasville National Bank 0.03% — 11,541 $549K
Wealth Alliance Advisory Group, LLC 0.08% No change 11,525 $548K
Elser Financial Planning, Inc 0.02% Add +0.2% 11,461 $545K
World Equity Group, Inc. 0.12% New 11,455 $544K
Astoria Portfolio Advisors LLC. 0.09% Reduce -0.0% 11,404 $542K
L. Roy Papp & Associates, LLP 0.06% No change 11,400 $542K
Shufro Rose & Co. LLC 0.03% No change 11,400 $542K
Kaydan Wealth Management, Inc. 0.16% No change 11,349 $539K
Marion Wealth Management 0.11% No change 11,340 $539K
Edgestream Partners, L.P. 0.02% New 11,312 $538K
Matisse Capital 0.21% No change 11,272 $536K
Symmetry Partners, LLC 0.03% Add +10.4% 11,258 $535K
Pines Wealth Management, LLC 0.15% Reduce -6.2% 11,253 $535K
Rinkey Investments 0.13% No change 11,240 $534K
First Nebraska Trust Co 0.04% No change 11,215 $533K
Eq Wealth Advisors, LLC 0.29% No change 11,211 $533K
South Shore Capital Advisors 0.36% No change 11,175 $531K
Simon Quick Advisors, LLC 0.02% Add +40.2% 11,174 $531K
SCS Capital Management LLC 0.01% Add +0.2% 11,115 $528K
Triad Wealth Partners, LLC 0.03% Add +34.5% 10,576 $527K
Tufton Capital Management 0.09% No change 11,072 $526K
Kitching Partners, LLC 0.45% Add +0.3% 11,047 $525K
Steinberganna Wealth Management 0.21% Add +0.2% 11,021 $524K
Duncker Streett & Co. Inc. 0.09% No change 11,020 $524K
Silver Oak Securities, Incorporated 0.03% Add +2.3% 11,015 $524K
Fort Sheridan Advisors LLC 0.06% No change 11,007 $523K
CDM Financial Counseling Services, Inc. 0.45% Reduce -29.0% 11,003 $523K
Westbourne Investment Advisors, Inc. 0.14% No change 11,000 $523K
Kinloch Capital, LLC 0.19% No change 10,947 $520K
NTV Asset Management LLC 0.05% Reduce -2.4% 10,943 $520K
Csenge Advisory Group 0.02% Reduce -3.5% 10,931 $520K
Waterloo Capital, L.P. 0.03% Add +19.4% 10,901 $518K
EJMK Ventures LLC 0.24% Reduce -1.3% 10,896 $518K
Flputnam Investment Management Co. 0.01% Add +0.2% 10,886 $517K
Caitlin John, LLC 0.28% No change 10,875 $517K
Basecamp Wealth Advisors LLC 0.10% Reduce -0.2% 10,811 $514K
TriaGen Wealth Management LLC 0.13% No change 10,807 $514K
Blue Bell Private Wealth Management, LLC 0.06% Reduce -12.5% 10,800 $513K
EverSource Wealth Advisors, LLC 0.02% Reduce -34.8% 10,795 $513K
Montecito Bank & Trust 0.08% Reduce -1.5% 10,752 $511K
Key Client Fiduciary Advisors, LLC 0.15% No change 10,700 $509K
Angeles Wealth Management, LLC 0.02% Reduce -3.3% 10,685 $508K
Miller Financial Services LLC 0.41% New 10,660 $507K
SkyOak Wealth, LLC 0.08% No change 10,650 $506K
Cullen/Frost Bankers, Inc. 0.01% Add +9.4% 10,635 $505K
Sagewood Asset Management LP 0.11% Add +11.5% 10,634 $505K
L2 Asset Management, LLC 0.05% Add +5.6% 10,596 $504K
Rossby Financial, LCC 0.09% No change 10,559 $502K
Capital Asset Advisory Services LLC 0.02% Add +11.1% 10,527 $500K
High Net Worth Advisory Group LLC 0.11% No change 10,522 $500K
Asahi Life Asset Management Co., LTD. 0.28% New 10,493 $499K
Simplicity Wealth,LLC 0.02% Add +58.5% 10,482 $498K
VSM Wealth Advisory, LLC 0.13% No change 10,392 $494K
May Hill Capital, LLC 0.10% Add +10.1% 10,392 $494K
Bucket List Wealth Management, LLC 0.24% Add +1.5% 10,307 $490K
Fagan Associates, Inc. 0.06% No change 10,300 $490K
Raleigh Capital Management Inc. 0.16% Reduce -0.9% 10,281 $489K
Whittier Trust Co. of Nevada Inc. 0.01% No change 10,011 $486K
Peregrine Asset Advisers, Inc. 0.11% No change 10,200 $485K
Crestwood Advisors Group, LLC 0.01% Add +12.7% 10,194 $485K
Armstrong Advisory Group, Inc. 0.03% Add +0.0% 10,171 $483K
FSM Wealth Advisors, LLC 0.05% Reduce -4.5% 10,165 $483K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +0.2% 10,140 $482K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +2.9% 10,044 $477K
Legacy Financial Advisors, Inc. 0.06% Reduce -15.7% 10,043 $477K
Washington Trust Bank 0.03% Add +0.7% 10,028 $477K
Pavion Blue Capital, LLC 0.19% No change 10,023 $476K
West Wealth Group, LLC 0.08% Add +4.1% 10,013 $476K
Tred Avon Family Wealth, LLC 0.15% No change 10,001 $475K
Cove Private Wealth, LLC 0.09% No change 9,948 $473K
Qtron Investments LLC 0.06% New 9,855 $468K
Lanark Financial, Inc. 0.03% Reduce -0.7% 9,829 $467K
Alteri Wealth LLC 0.13% Reduce -20.1% 9,712 $462K
Cypress Capital Group 0.04% New 9,698 $461K
Facet Wealth, Inc. 0.01% Add +81.2% 9,686 $460K
Whitener Capital Management, Inc. 0.10% Add +0.2% 9,665 $459K
GAM Holding AG 0.04% New 9,642 $458K
Relyea Zuckerberg Hanson LLC 0.04% Add +6.4% 9,636 $458K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -50.4% 9,853 $458K
Simmons Bank 0.03% Add +16.0% 9,630 $458K
Armstrong, Fleming & Moore, Inc 0.15% No change 9,630 $458K
Inceptionr LLC 0.11% New 9,610 $457K
ARS Wealth Advisors Group, LLC 0.04% Reduce -2.5% 9,603 $456K
Abel Hall, LLC 0.08% Add +0.8% 9,578 $455K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +0.8% 9,576 $455K
Zions Bancorporation, National Association 0.03% Add +0.6% 9,567 $455K
Money Concepts Capital Corp. 0.02% Reduce -8.1% 9,554 $454K
NCM Capital Management, LLC 0.14% No change 9,546 $454K
Midland Wealth Advisors, LLC 0.02% Add +9.5% 9,546 $454K
Bluespring Wealth Management, LLC 0.01% Add +30.6% 9,508 $452K
Ostrum Asset Management 0.02% No change 9,475 $450K
First National Trust Co 0.02% Reduce -4.8% 9,450 $449K
Crews Bank & Trust 0.06% Reduce -0.9% 9,424 $448K
Proficio Capital Partners LLC 0.02% New 9,406 $447K
Park Edge Advisors, LLC 0.09% No change 9,332 $444K
Maridea Wealth Management LLC 0.05% New 9,325 $443K
OneAscent Financial Services LLC 0.02% Reduce -0.6% 9,305 $442K
Sittner & Nelson, LLC 0.14% Add +0.4% 9,297 $442K
Willner & Heller, LLC 0.28% Reduce -4.0% 9,244 $439K
Investor's Fiduciary Advisor Network, LLC 0.15% Reduce -0.6% 9,160 $435K
Estabrook Capital Management 0.06% Reduce -3.7% 9,105 $433K
Ignite Planners, LLC 0.06% Add +61.4% 9,094 $432K
Ironwood Investment Counsel, LLC 0.06% No change 9,086 $432K
Turtle Creek Wealth Advisors, LLC 0.02% Add +1.8% 9,069 $431K
Arch Global Advisors, LLC 0.19% Add +2.0% 9,069 $431K
Ceeto Capital Group, LLC 0.12% No change 9,000 $428K
Philadelphia Trust Co. 0.03% No change 9,000 $428K
Harbor Group, Inc. 0.05% Reduce -39.3% 8,912 $424K
Personal Cfo Solutions, LLC 0.06% Add +8.5% 8,900 $423K
Connors Investor Services Inc. 0.04% No change 8,885 $422K
JNBA Financial Advisors 0.03% Reduce -3.0% 8,844 $420K
CPC Advisors, LLC 0.06% Reduce -1.4% 8,819 $419K
Conning Inc. 0.01% No change 8,811 $419K
Alchemi Wealth, LLC 0.20% Add +1.1% 8,810 $419K
Morningstar Investment Management LLC 0.03% No change 10,176 $418K
Mattern Wealth Management LLC 0.07% No change 8,784 $418K
Davis Capital Management 0.25% Add +0.5% 8,779 $417K
Evermay Wealth Management LLC 0.04% No change 8,768 $417K
Bridgewealth Advisory Group, LLC 0.08% Add +6.2% 8,752 $416K
Eagle Wealth Strategies LLC 0.16% Reduce -0.6% 8,752 $416K
Pine Valley Investments Ltd Liability Co 0.02% Add +1.6% 8,727 $415K
Lake Street Private Wealth, LLC 0.05% Add +1.2% 8,658 $412K
Westpac Banking Corp. 0.03% Reduce -55.7% 8,649 $411K
Fairfield, Bush & Co. 0.20% Reduce -7.5% 8,615 $409K
ABS Investment Management LLC 0.26% — 48 $409K
LexAurum Advisors, LLC 0.05% Add +0.6% 8,571 $407K
Pursuit Wealth Strategies, LLC 0.53% Reduce -1.0% 8,543 $406K
North Star Investment Management Corp. 0.02% No change 8,542 $406K
Brown Miller Wealth Management, LLC 0.10% Add +54.3% 8,521 $405K
Strategic Blueprint, LLC 0.02% Add +12.0% 8,474 $403K
Live Oak Private Wealth LLC 0.05% No change 8,470 $403K
Avior Wealth Management, LLC 0.01% Reduce -2.3% 8,469 $403K
Compass Financial Group, INC 0.05% No change 8,457 $402K
Coastal Bridge Advisors, LLC 0.02% Add +1.4% 8,438 $401K
Bellars Harris Wealth Management, LLC 0.08% — 8,435 $401K
Kiley Juergens Wealth Management, LLC 0.06% Reduce -1.7% 8,401 $399K
Lynch & Associates 0.07% Reduce -4.5% 8,396 $399K
Schnieders Capital Management, Llc. 0.05% New 8,378 $398K
Mascagni Wealth Management, Inc. 0.25% Reduce -0.3% 8,377 $398K
RFG Advisory, LLC 0.01% Add +7.8% 8,371 $398K
Bill Few Associates, Inc. 0.09% No change 8,368 $398K
Alhambra Investment Management LLC 0.17% Reduce -0.2% 8,361 $397K
Tiemann Investment Advisors, LLC 0.14% Reduce -0.6% 8,360 $397K
CGC Financial Services, LLC 0.09% No change 8,332 $396K
Quotient Wealth Partners, LLC 0.01% Add +6.3% 8,329 $396K
Kovack Advisors, Inc. 0.02% Reduce -8.4% 8,226 $396K
Strategic Equity Management 0.13% Add +27.5% 8,312 $395K
Baker Tilly Wealth Management, LLC 0.08% Reduce -0.8% 8,309 $395K
King Luther Capital Management Corp. 0.00% Reduce -3.0% 8,293 $394K
Frisch Financial Group, Inc. 0.07% Reduce -37.7% 8,286 $394K
Viawealth, LLC 0.20% No change 8,271 $393K
Financial Planning Hawaii, Inc. 0.21% Reduce -15.7% 8,235 $391K
Keystone Financial Group 0.02% Add +42.8% 8,232 $391K
Cozad Asset Management Inc. 0.03% Reduce -2.7% 8,180 $389K
Transcend Capital Advisors, LLC 0.03% Add +64.1% 8,151 $387K
Southland Equity Partners LLC 0.07% Add +0.3% 8,135 $387K
Legacy Edge Advisors, LLC 0.04% No change 8,100 $385K
PFG Private Wealth Management, LLC 0.17% Add +0.3% 8,092 $385K
Odyssean, LLC 0.06% No change 8,090 $385K
YHB Investment Advisors, Inc. 0.02% Add +5.0% 8,070 $384K
Allegheny Financial Group 0.04% No change 8,056 $383K
Elyxium Wealth, LLC 0.04% Add +32.2% 8,049 $383K
Wealth Enhancement Trust Services, Inc. 0.04% Reduce -20.4% 8,041 $382K
Harold Davidson & Associates Inc. 0.16% No change 8,000 $380K
Renaissance Investment Group LLC 0.07% No change 8,000 $380K
Continental Investors Services, Inc. 0.30% Add +1.7% 7,437 $380K
First Horizon Corp. 0.01% Reduce -1.3% 7,987 $380K
Regent Peak Wealth Advisors LLC 0.07% Add +2.2% 7,935 $377K
LMG Wealth Partners, LLC 0.06% Add +3.8% 7,901 $376K
Baldwin Investment Management, LLC 0.04% No change 7,883 $375K
Sterling Investment Counsel, LLC 0.09% Reduce -0.1% 7,861 $374K
Northwest Bancshares, Inc. 0.07% Reduce -4.0% 7,851 $373K
Exchange Bank 0.23% No change 7,820 $372K
EFG International AG 0.01% Reduce -8.4% 7,815 $371K
Integral Investment Advisors, Inc. 0.08% No change 7,800 $371K
Cornerstone Wealth Group, LLC 0.02% Add +5.8% 7,791 $370K
Osmosis Investment Management UK Ltd 0.02% Add +6.1% 7,775 $370K
Federated Hermes, Inc. 0.00% Reduce -0.4% 7,766 $369K
Centaurus Financial, Inc. 0.01% Reduce -2.1% 7,741 $368K
Baron Silver Stevens Financial Advisors, LLC 0.05% No change 7,733 $368K
NFSG Corp 0.05% Add +1124.6% 7,727 $367K
Private Wealth Asset Management, LLC 0.04% No change 7,713 $367K
Steigerwald, Gordon & Koch Inc. 0.04% Add +0.0% 7,713 $367K
Capstone Financial Advisors, Inc. 0.02% Add +1.2% 7,706 $366K
BankChampaign, National Association 0.28% Add +6.4% 7,704 $366K
Verum Partners LLC 0.06% Add +1.8% 7,695 $366K
ARS Investment Partners, LLC 0.02% Add +28.1% 7,686 $365K
Veratis Advisors, Inc. 0.26% — 7,662 $364K
Cornerstone Select Advisors, LLC 0.15% Add +30.6% 7,660 $364K
Vantus Wealth LLC 0.20% — 7,651 $364K
McCarter Private Wealth Services LLC 0.13% No change 7,650 $364K
Rothschild Wealth LLC 0.03% Add +0.9% 7,649 $364K
Twinbeech Capital LP 0.07% New 7,648 $364K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +6.0% 7,638 $363K
Red Wave Investments LLC 0.09% Reduce -5.6% 7,633 $363K
Defiance ETFs, LLC 0.01% Add +22.3% 7,502 $363K
Arjuna Capital 0.08% Reduce -58.7% 7,604 $361K
Community Trust & Investment Co. 0.02% No change 7,596 $361K
Auxier Asset Management LLC 0.05% No change 7,566 $360K
Cerro Pacific Wealth Advisors LLC 0.08% Add +29.6% 7,556 $359K
Syverson Strege & Co 0.08% Reduce -1.1% 7,548 $359K
Hohimer Wealth Management, LLC 0.04% Add +0.5% 7,541 $358K
HCR Wealth Advisors 0.03% Add +0.5% 7,532 $358K
Master's Wealth Management Inc. 0.11% Add +9.2% 7,513 $357K
Norway Savings Bank 0.15% No change 7,500 $356K
Berkshire Asset Management LLC 0.01% Add +0.6% 7,476 $355K
Collective Family Office LLC 0.07% Reduce -10.2% 7,475 $355K
First Financial Bank - Trust Division 0.03% No change 7,458 $354K
Resolute Wealth Strategies, LLC 0.14% Add +0.1% 7,434 $353K
CM Wealth Advisors LLC 0.06% Reduce -31.2% 7,434 $353K
55 North Private Wealth, LLC 0.07% Add +11.3% 7,427 $353K
Valley National Advisers Inc. 0.04% Reduce -2.2% 7,409 $352K
Ridgewood Investments LLC 0.13% Add +0.1% 7,404 $352K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 7,373 $350K
Wealth Effects LLC 0.09% Add +0.0% 7,367 $350K
Lee, Kelleher & Klein Wealth Management 0.18% Add +2.3% 7,363 $350K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.7% 7,358 $350K
Innovative Asset Advisors Group, LLC 0.15% Reduce -0.9% 7,357 $350K
Scissortail Wealth Management, LLC 0.07% Reduce -5.0% 7,350 $349K
Napier Financial, LLC 0.07% Reduce -0.1% 7,290 $346K
BNC Wealth Management, LLC 0.08% No change 7,284 $346K
Hilltop Holdings Inc. 0.03% New 7,268 $345K
Cornerstone Management, Inc. 0.05% No change 7,262 $345K
West Branch Capital LLC 0.08% Reduce -3.7% 7,252 $345K
Focus Partners Advisor Solutions, LLC 0.00% New 7,249 $345K
Gradient Investments LLC 0.00% Add +0.1% 7,236 $344K
Everpar Advisors LLC 0.10% Add +3.0% 7,233 $344K
Rock Point Advisors, LLC 0.08% No change 7,200 $342K
Cache Advisors, LLC 0.03% No change 7,200 $342K
Moneywise, Inc. 0.13% Add +10.0% 7,169 $341K
Salem Investment Counselors Inc. 0.01% No change 7,154 $340K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +1.1% 7,144 $340K
Optivise Advisory Services LLC 0.17% Add +11.4% 7,142 $339K
Meritas Wealth Management, LLC 0.13% Reduce -7.0% 7,140 $339K
Asset Planning,Inc 0.22% Reduce -6.5% 7,078 $336K
Oxford Financial Group, LTD. LLC 0.02% No change 7,072 $336K
Cooper Financial Group 0.03% Reduce -5.2% 7,047 $335K
Calton & Associates, Inc. 0.05% Add +5.5% 7,044 $335K
LRI Investments, LLC 0.03% Reduce -31.4% 7,040 $335K
BIP Wealth, LLC 0.01% Add +31.1% 7,032 $334K
Summit Asset Management, LLC 0.04% Add +0.1% 7,008 $333K
Garner Asset Management Corp 0.11% Reduce -11.0% 6,972 $331K
Flagship Harbor Advisors, LLC 0.01% Reduce -1.4% 6,950 $330K
KCM Investment Advisors LLC 0.01% Reduce -2.3% 6,949 $330K
Concord Wealth Partners 0.04% Reduce -0.0% 6,936 $330K
Novem Group 0.03% Add +3.4% 6,922 $329K
Soltis Investment Advisors LLC 0.02% Add +9.7% 6,912 $329K
Defender Capital, LLC. 0.11% No change 6,910 $328K
Palisade Asset Management, LLC 0.03% No change 6,897 $328K
Alta Advisers Ltd 0.07% No change 6,892 $328K
GTS Securities LLC 0.01% Reduce -50.1% 6,878 $327K
Warburton Capital Management, LLC 0.13% Add +0.8% 6,868 $326K
ArrowMark Colorado Holdings LLC 0.01% Reduce -1.3% 6,853 $326K
FAS Wealth Partners, Inc. 0.02% Add +0.2% 6,821 $324K
Circle Wealth Management, LLC 0.00% No change 6,812 $324K
Farmers National Bank 0.07% Reduce -6.7% 6,805 $323K
Bank of Hawaii 0.02% No change 6,780 $322K
Middleton & Co. Inc. 0.03% No change 6,775 $322K
StoneX Group Inc. 0.01% Reduce -1.5% 6,718 $319K
Thoma Capital Management LLC 0.17% No change 6,703 $319K
Birch Hill Investment Advisors LLC 0.01% No change 6,700 $318K
McElhenny Sheffield Capital Management, LLC 0.08% Reduce -0.0% 6,670 $317K
Havemeyer Place LP 0.03% New 6,650 $316K
Rothschild Investment LLC 0.01% Add +0.7% 6,644 $316K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 6,638 $316K
Polaris Investment Advisors, LLC 0.20% No change 6,624 $315K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% Add +0.4% 6,580 $313K
Norris Perne & French LLP 0.01% Add +0.3% 6,571 $312K
Access Financial Services, Inc. 0.10% No change 6,570 $312K
ZWJ Investment Counsel Inc. 0.01% Add +1.7% 6,570 $312K
Front Row Advisors LLC 0.09% No change 6,240 $312K
SmartHarvest Portfolios, LLC 0.10% Add +7.4% 6,501 $309K
Lakeridge Wealth Management LLC 0.11% Add +1.0% 6,483 $308K
Venturi Wealth Management, LLC 0.01% Reduce -15.7% 6,451 $307K
Fusion Capital, LLC 0.07% Add +0.1% 6,444 $306K
Quantum Financial Advisors, LLC 0.03% Add +0.3% 6,436 $306K
Mine & Arao Wealth Creation & Management, LLC. 0.11% Add +0.1% 6,434 $306K
Stratos Investment Management, LLC 0.01% Reduce -2.2% 6,412 $305K
Summit Wealth Group LLC / Co. 0.03% Add +9.8% 6,401 $304K
Keebeck Wealth Management 0.03% New 6,398 $304K
CVA Family Office, LLC 0.03% Add +2.2% 6,372 $303K
Trust Co. of Toledo NA 0.03% Reduce -2.3% 6,360 $302K
Ashton Thomas Private Wealth, LLC 0.01% Add +23.1% 6,357 $302K
Baker Avenue Asset Management, LP 0.01% Add +5.5% 6,351 $302K
Haverford Trust Co 0.00% Reduce -7.1% 6,329 $301K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Reduce -0.3% 6,325 $301K
American Institute for Advanced Investment Management, LLP 0.17% No change 6,320 $300K
Keel Point, LLC 0.02% New 6,316 $300K
Beaton Management Co. Inc. 0.12% No change 6,315 $300K
Country Trust Bank 0.01% No change 6,300 $299K
Biltmore Family Office, LLC 0.04% Add +2.9% 6,293 $299K
Allred Capital Management, LLC 0.10% Reduce -0.5% 6,286 $299K
Boyd Watterson Asset Management LLC 0.08% Reduce -5.6% 6,278 $298K
Roehl & Yi Investment Advisors, LLC 0.10% Reduce -7.8% 6,246 $297K
BCS Wealth Management 0.05% Reduce -2.8% 6,240 $297K
Stirlingshire Investments, Inc. 0.22% New 6,225 $296K
Root Financial Partners, LLC 0.01% Add +19.8% 6,194 $294K
Rosenberg Matthew Hamilton 0.05% Add +3.9% 6,193 $294K
FC Advisory LLC 0.08% No change 6,191 $294K
Allen Capital Group, LLC 0.02% Add +5.7% 6,184 $294K
Peak Retirement Planning, Inc. 0.05% New 6,180 $294K
Johnson Financial Group, LLC 0.02% New 6,145 $292K
Fortress Private Ledger, LLC 0.08% Reduce -3.8% 6,141 $292K
MCF Advisors LLC 0.01% Add +1.9% 6,141 $292K
IFG Advisors, LLC 0.04% No change 6,126 $291K
Verdence Capital Advisors LLC 0.02% Reduce -30.4% 6,124 $291K
Heritage Trust Co 0.03% Reduce -1.8% 6,124 $291K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -0.3% 6,118 $291K
Main Street Financial Solutions, LLC 0.02% Add +9.7% 6,115 $291K
Meadow Creek Wealth Advisors LLC 0.18% New 6,109 $290K
Spinnaker Investment Group, LLC 0.05% Add +12.4% 6,093 $290K
WealthPoint Financial, LLC 0.21% Reduce -3.8% 6,092 $290K
Insigneo Advisory Services, LLC 0.01% Add +2.8% 6,086 $289K
Finward Bancorp 0.22% No change 6,072 $289K
Baron Wealth Management LLC 0.07% Reduce -10.4% 6,060 $288K
Tennessee Valley Asset Management Partners 0.03% New 6,050 $288K
Roberts Glore & Co. Inc. 0.07% No change 6,042 $287K
Riverview Trust Co 0.34% Reduce -4.7% 6,036 $287K
Braun-Bostich & Associates Inc. 0.16% Reduce -0.7% 6,028 $287K
GeoWealth Management, LLC 0.01% Add +20.3% 6,017 $286K
Heartwood Wealth Advisors LLC 0.02% No change 6,005 $285K
Montgomery Investment Management Inc. 0.09% No change 6,000 $285K
Capital Investment Counsel, Inc 0.03% No change 6,000 $285K
Emerald Advisors, LLC 0.04% Reduce -0.8% 5,990 $285K
Wexford Capital LP 0.04% Add +3.7% 5,984 $284K
HBW Advisory Services LLC 0.03% Reduce -0.6% 5,954 $283K
Quent Capital, LLC 0.02% Add +1.4% 5,952 $283K
M.E. Allison & Co., Inc. 0.16% Reduce -12.2% 5,933 $282K
Range Advisory, LLC 0.03% New 5,918 $281K
Uptick Partners, LLC 0.04% Add +0.6% 5,900 $280K
Little House Capital LLC 0.06% No change 5,872 $279K
Weiss Asset Management LP 0.00% New 5,861 $279K
Parkshore Wealth Management, Inc. 0.08% Reduce -0.1% 5,846 $278K
Atlas Brown,Inc. 0.07% No change 5,828 $277K
Curran Financial Partners, LLC 0.04% Reduce -3.0% 5,820 $277K
Invera Wealth Advisors, LLC 0.15% New 5,803 $276K
Caliber Wealth Management, LLC / KS 0.03% New 5,790 $275K
Claret Asset Management Corp 0.03% Reduce -28.0% 5,794 $275K
One Charles Private Wealth Services, LLC 0.06% Add +1.2% 5,771 $274K
Roan Capital Partners 0.23% Add +1.2% 5,770 $274K
Certuity, LLC 0.01% Reduce -1.3% 5,756 $274K
Cheviot Value Management, LLC 0.03% No change 5,730 $272K
Wealth Management Nebraska 0.02% No change 5,706 $271K
RD Lewis Holdings, Inc. 0.20% Reduce -4.7% 5,408 $271K
Carderock Capital Management Inc. 0.06% No change 5,700 $271K
Paragon Private Wealth Management, LLC 0.07% New 5,694 $271K
Eagle Strategies LLC 0.03% New 5,677 $270K
Segment Wealth Management, LLC 0.01% Reduce -2.8% 5,664 $269K
Abacus Planning Group, Inc. 0.03% Reduce -9.8% 5,661 $269K
CFM Wealth Partners LLC 0.03% No change 5,657 $269K
Palacios Wealth Management, LLC 0.16% Reduce -10.3% 5,631 $268K
Mindset Wealth Management, LLC 0.05% Reduce -58.2% 5,612 $267K
RAM Investment Partners, LLC 0.04% Add +0.8% 5,601 $266K
Pine Haven Investment Counsel, Inc 0.18% No change 5,600 $266K
Wallace Advisory Group, LLC 0.25% Reduce -1.8% 5,591 $266K
180 Wealth Advisors, LLC 0.03% Reduce -4.3% 5,573 $265K
KPP Advisory Services LLC 0.03% Reduce -0.5% 5,571 $265K
Second Half Financial Partners, LLC 0.11% New 5,534 $263K
Income Insurance Ltd 0.16% No change 5,530 $263K
Cambient Family Office, LLC 0.03% Add +3.1% 5,519 $262K
Moss Adams Wealth Advisors LLC 0.02% Add +3.3% 5,518 $262K
GAMCO Investors 0.00% No change 5,512 $262K
nVerses Capital, LLC 0.40% New 5,509 $262K
One Wealth Capital Management, LLC 0.07% New 5,508 $262K
Capital Square, LLC 0.12% Add +0.1% 5,297 $262K
Altura Wealth Advisors Inc. 0.09% Add +0.3% 5,499 $261K
White Pine Capital LLC 0.06% No change 5,492 $261K
AlphaGrep UK Ltd 0.08% Reduce -53.5% 5,465 $260K
Fieldview Capital Management, LLC 0.07% Reduce -35.8% 5,428 $258K
Eldridge Investment Advisors, Inc. 0.05% No change 5,424 $258K
Thayer Partners, LLC / MA 0.11% No change 5,417 $257K
Purpose Unlimited Inc. 0.01% Add +0.9% 5,380 $256K
S&co Inc. 0.01% No change 5,400 $256K
Strive Financial Group ,LLC 0.11% Add +0.3% 5,316 $253K
Barr E S & Co. 0.01% Reduce -11.7% 5,307 $252K
Bison Wealth, LLC 0.02% Add +7.0% 5,167 $252K
CenterBook Partners LP 0.01% Add +3.1% 5,290 $251K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -98.3% 5,283 $251K
Kathmere Capital Management, LLC 0.01% Reduce -17.7% 5,282 $251K
Natural Investments, LLC 0.06% No change 5,290 $251K
Investment Advisory Services Inc. /TX 0.07% New 5,272 $251K
Portfolio Design Labs, LLC 0.04% Reduce -0.2% 5,269 $250K
Nicholas Hoffman & Company, LLC. 0.01% No change 5,267 $250K
Duncan Williams Asset Management, LLC 0.06% No change 5,250 $250K
Base Wealth Management LLC 0.12% No change 5,234 $249K
Sollinda Capital Management LLC 0.05% New 5,227 $248K
Welch Group, LLC 0.01% New 5,226 $248K
Capula Management Ltd 0.00% New 5,224 $248K
Charter Research & Investment Group, Inc. 0.15% No change 5,221 $248K
Whalerock Point Partners, LLC 0.04% No change 5,218 $248K
Parr McKnight Wealth Management Group, LLC 0.03% No change 5,166 $246K
Northwest Wealth Management, LLC 0.03% Reduce -0.7% 5,154 $245K
Turning Point Benefit Group, Inc. 0.10% Add +3.0% 5,122 $244K
A4 Wealth Advisors LLC 0.16% Reduce -24.5% 5,120 $243K
JT Stratford LLC 0.03% Add +3.1% 5,106 $243K
Waddell & Associates, LLC 0.01% Add +4.1% 5,104 $243K
Kirkwood Financial Services 0.07% No change 5,095 $242K
Xxi Wealth, LLC 0.11% New 5,082 $242K
Sound Income Strategies, LLC 0.01% Reduce -16.4% 5,075 $241K
Widmann Financial Services, Inc. 0.13% Add +0.0% 5,066 $241K
CYBER HORNET ETFs LLC 0.14% Reduce -1.1% 5,065 $241K
Cypress Wealth Services, LLC 0.03% Reduce -1.4% 5,045 $240K
Chapman Financial Group, LLC 0.16% No change 5,042 $240K
Key Financial Inc 0.04% Reduce -1.2% 5,025 $239K
First Heartland Consultants, Inc. 0.02% Reduce -0.1% 5,025 $239K
Fulton Breakefield Broenniman LLC 0.01% New 5,013 $238K
M3 Advisory Group, LLC 0.12% Add +1.4% 5,002 $238K
Harvey Capital Management Inc. 0.05% No change 5,000 $238K
Five Oceans Advisors 0.08% Reduce -0.0% 4,999 $238K
McAdam, LLC 0.01% New 4,976 $237K
SYM FINANCIAL Corp 0.02% Add +0.9% 4,975 $236K
Vickerman Investment Advisors, Inc. 0.05% No change 4,974 $236K
Nvest Financial, LLC 0.07% Add +0.3% 4,973 $236K
Joule Financial, LLC 0.06% Reduce -28.9% 4,971 $236K
Stablepoint Partners, LLC 0.03% No change 4,968 $236K
Roxbury Financial LLC 0.19% Add +0.2% 4,960 $236K
Werba Rubin Papier Wealth Management 0.03% Add +1.6% 4,951 $235K
Rockland Trust Co. 0.01% No change 4,950 $235K
Trilogy Capital Inc. 0.01% New 4,950 $235K
LeConte Wealth Management, LLC 0.13% New 4,946 $235K
Journey Retirement Planning & Investment Management LLC 0.18% New 4,938 $235K
Eddie Patel Inc 0.14% New 4,937 $235K
Michael Brady & Co., LLC 0.21% Reduce -8.3% 4,936 $235K
Verus Financial Partners, Inc. 0.02% No change 4,936 $235K
Colonial River Investments, LLC 0.07% Add +0.1% 4,908 $233K
Whitegate Investment Counselors, Inc. 0.07% Add +0.3% 4,899 $233K
Financial Symmetry Inc 0.08% No change 4,895 $233K
Ferguson Wellman Capital Management, Inc. 0.00% New 4,885 $232K
Safeguard Investment Advisory Group, LLC 0.05% New 4,877 $232K
Plancorp, LLC 0.01% Reduce -1.8% 4,669 $232K
Pointe Capital Management LLC 0.10% New 4,860 $231K
PEAK6 LLC 0.01% New 4,859 $231K
Legacy Financial Strategies, LLC 0.04% New 4,853 $231K
Berger Financial Group, Inc 0.01% Reduce -6.2% 4,848 $230K
Sigma Investment Counselors Inc. 0.01% New 4,841 $230K
Ingalls & Snyder LLC 0.01% Reduce -4.0% 4,831 $230K
Patten & Patten Inc. 0.01% New 4,837 $230K
Englebert Financial Advisers, LLC 0.23% New 4,823 $229K
Sentinel Pension Advisors, LLC 0.03% New 4,516 $229K
Kendall Capital Management 0.04% New 4,804 $228K
Guilbault Capital LLC 0.23% New 4,800 $228K
Silvia McColl Wealth Management, LLC 0.14% New 4,800 $228K
Ade, LLC 0.10% New 4,800 $228K
Pacific Excel Wealth Advisors, Inc. 0.09% New 4,799 $228K
Heritage Family Offices, LLP 0.09% New 4,799 $228K
Founders Grove Wealth Partners, LLC 0.05% New 4,776 $227K
Van Cleef Asset Management,Inc 0.02% New 4,755 $226K
Legacy Wealth Advisors, LLC 0.10% New 4,746 $226K
Interchange Capital Partners, LLC 0.04% New 4,744 $226K
DT Investment Partners, LLC 0.02% No change 4,740 $225K
Storen Legacy Partners, LLC 0.06% New 4,727 $225K
Spreng Capital Management, Inc. 0.08% New 4,714 $224K
Aldebaran Financial Inc. 0.18% New 4,700 $223K
Valley Brook Capital Group, Inc. 0.13% New 4,700 $223K
Towne Trust Company, N.A 0.07% Reduce -17.5% 4,700 $223K
Integrity Financial Corp 0.11% New 4,694 $223K
Wills Financial Group LLC 0.08% Add +0.3% 4,693 $223K
Grandview Asset Management LLC 0.06% Reduce -4.0% 4,689 $223K
Family Office Research LLC 0.08% New 4,688 $223K
DB&C Advisors, LLC 0.24% New 4,688 $223K
DWM Financial Group, Inc. 0.20% — 6,146 $223K
Fiduciary Alliance LLC 0.01% New 4,681 $222K
GK Wealth Management LLC 0.13% New 4,673 $222K
Unique Wealth, LLC 0.03% New 4,664 $222K
Coquina Private Wealth LLC 0.15% New 4,652 $221K
GLR Partners, LLC 0.10% New 4,635 $220K
Capital International Investors 0.00% New 4,576 $220K
Z3 Capital Partners, LLC 0.05% New 4,615 $219K
BSW Wealth Partners 0.02% New 4,606 $219K
Sage Private Wealth Group, LLC 0.10% Reduce -16.1% 4,604 $219K
Towercrest Capital Management 0.03% New 4,600 $219K
Bayforest Capital Ltd 0.20% New 4,590 $218K
Cornell Pochily Investment Advisors, Inc. 0.06% New 4,590 $218K
Red Door Wealth Management, LLC 0.02% Reduce -20.9% 4,577 $218K
Souders Financial Advisors 0.02% New 4,567 $217K
Owen LaRue, LLC 0.08% New 4,543 $216K
Ridgecrest Wealth Partners, LLC 0.10% New 4,531 $215K
Tradition Wealth Management, LLC 0.01% New 4,525 $215K
Somerset Trust Co 0.06% New 4,523 $215K
Kooman & Associates 0.06% New 4,508 $214K
Sbe LLC Dba Cedar Cove Wealth Partners 0.10% New 4,506 $214K
OceanIQ Capital, LLC 0.13% — 4,285 $214K
Corps Capital Advisors, LLC 0.17% New 4,500 $214K
Total Wealth Planning & Management, Inc. 0.16% New 4,500 $214K
Rwa Wealth Partners, LLC 0.00% New 4,491 $213K
Cromwell Holdings LLC 0.10% Add +31.6% 4,487 $213K
Sippican Capital Advisors 0.13% New 4,475 $213K
Madison Asset Management, LLC 0.00% Reduce -27.7% 4,475 $213K
Texas Capital Bank Wealth Management Services Inc 0.01% New 4,474 $213K
Clark & Stuart, Inc 0.13% New 4,470 $212K
Zinnia Wealth Advisory, LLC 0.22% New 4,466 $212K
REAP Financial Group, LLC 0.04% Add +30.2% 4,451 $212K
Clark Asset Management, LLC 0.02% New 4,447 $211K
Smith, Moore & Co. 0.01% New 4,445 $211K
TRB Wealth Management, LLC 0.03% New 4,439 $211K
Thompson David Blair 0.11% Reduce -10.5% 4,428 $210K
Smithbridge Asset Management Inc. 0.03% Reduce -67.0% 4,427 $210K
Obermeyer Wealth Partners 0.01% New 4,425 $210K
CogentBlue Wealth Advisors, LLC 0.12% New 4,415 $210K
Bond & Devick Financial Network, Inc. 0.05% New 4,405 $209K
Guidance Capital, Inc. 0.04% New 4,111 $209K
Argus Investors' Counsel, Inc. 0.16% New 4,397 $209K
Jim Saulnier & Associates, LLC 0.08% New 4,392 $209K
Excalibur Management Corp. 0.07% New 4,386 $208K
Stewardship Advisors, LLC 0.04% New 4,382 $208K
1015 Capital Partners, LLC 0.17% No change 4,375 $208K
International Assets Investment Management, LLC 0.01% New 4,294 $208K
Colonial Trust Advisors 0.01% Add +9.4% 4,356 $207K
Covenant Asset Management, LLC 0.04% New 4,342 $206K
Stronghold Wealth Management L.L.C. 0.28% Reduce -13.0% 4,330 $206K
United Bank 0.02% New 4,326 $206K
1834 Investment Advisors Co. 0.02% New 4,320 $205K
Atlas Capital Advisors Inc. 0.02% No change 4,318 $205K
Atlas Wealth LLC 0.03% New 4,314 $205K
Westhampton Capital, LLC 0.08% New 4,300 $204K
SeaCrest Wealth Management, LLC 0.02% Reduce -27.9% 4,290 $204K
True North Advisors, LLC 0.02% New 4,285 $204K
Stiles Financial Services Inc 0.05% New 4,280 $203K
Carr Financial Group Corp 0.05% New 4,274 $203K
Longboard Asset Management, LP 3.40% New 4,270 $203K
Slocum, Gordon & Co LLP 0.13% New 4,250 $202K
Dynamic Technology Lab Private Ltd 0.05% Reduce -83.8% 4,257 $202K
Horst & Graben Wealth Management LLC 0.03% New 4,180 $202K
COFG Advisors, LLC 0.03% New 4,249 $202K
Amplius Wealth Advisors, LLC 0.01% New 4,222 $201K
Hamilton Capital, LLC 0.01% New 4,221 $201K
McMillan Office, Inc. 0.02% No change 4,200 $200K
Chelsea Counsel Co. 0.08% No change 4,100 $195K
Golden State Wealth Management, LLC 0.02% Add +11.8% 4,072 $194K
Signature Equity Partners, LLC 0.09% Add +7.8% 3,984 $189K
Cary Street Partners Investment Advisory LLC 0.04% Add +3.0% 3,977 $189K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 3,850 $183K
Richardson Financial Services Inc. 0.10% Reduce -1.9% 3,817 $181K
Union Savings Bank 0.07% No change 3,800 $181K
J.Safra Asset Management Corp 0.01% No change 3,745 $178K
Horizon Financial Services, LLC 0.07% New 3,744 $178K
Cassaday & Co Wealth Management LLC 0.00% No change 3,684 $175K
TD Capital Management LLC 0.01% No change 3,645 $173K
Strategic Investment Solutions, Inc. 0.04% Reduce -21.4% 3,636 $173K
Financial Gravity Companies, Inc. 0.03% — 3,600 $171K
Beacon Investment Advisory Services, Inc. 0.01% No change 3,594 $171K
Holos Integrated Wealth LLC 0.08% No change 3,520 $171K
Avalon Trust Co 0.01% No change 3,580 $170K
Elevation Wealth Partners, LLC 0.05% No change 3,549 $169K
Dunhill Financial, LLC 0.03% Reduce -0.4% 3,534 $168K
Financial Management Professionals, Inc. 0.02% Add +0.5% 3,456 $164K
Basepoint Wealth LLC 0.09% Reduce -7.9% 3,450 $164K
Ankerstar Wealth, LLC 0.14% Add +0.3% 3,432 $163K
Vision Financial Markets LLC 0.14% No change 3,400 $162K
Optiver Holding B.V. 0.00% New 3,288 $156K
Vanguard National Trust Co 0.01% No change 3,232 $154K
Markowski Investments 0.03% — 3,217 $153K
Plante Moran Financial Advisors, LLC 0.01% Add +1.2% 3,216 $153K
Spire Wealth Management 0.00% Add +0.5% 3,167 $151K
Paladin Advisory Group, LLC 0.10% No change 3,162 $150K
Washington Trust Advisors, Inc. 0.01% Add +7.2% 3,142 $149K
MidFirst Bank 0.01% Add +1.3% 3,087 $147K
CDKV Holdings LLC 0.11% No change 3,067 $146K
Oslo Pensjonsforsikring AS 0.02% Reduce -24.2% 3,032 $144K
Fortis Group Advisors, LLC 0.02% No change 3,015 $143K
SOA Wealth Advisors, LLC. 0.02% Add +28.0% 143,248 $143K
Kimelman & Baird, LLC 0.01% No change 3,000 $143K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.1% 2,979 $142K
Meramec Financial Planners, LLC 0.05% No change 2,685 $139K
Pinney & Scofield, Inc. 0.07% No change 2,925 $139K
Keating Financial Advisory Services, Inc. 0.02% Add +26.6% 2,920 $139K
McDonald Partners LLC 0.03% New 2,913 $138K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,850 $135K
Clearstead Trust, LLC 0.02% No change 2,842 $135K
Versant Capital Management, Inc 0.01% Reduce -9.0% 2,801 $133K
Gleason Group, Inc. 0.01% Add +4.4% 2,772 $132K
TFC Financial Management, Inc. 0.01% Add +12.3% 2,733 $130K
Providence Capital Advisors, LLC 0.02% New 2,700 $128K
Swiss Re Ltd. 0.01% New 2,698 $128K
Capital Advisors, Ltd. LLC 0.01% No change 2,676 $127K
Alerus Financial NA 0.01% Add +8.2% 2,655 $126K
Glen Eagle Advisors, LLC 0.02% Add +1.0% 2,630 $125K
Aventura Private Wealth, LLC 0.04% Add +49.5% 2,630 $125K
Beaird Harris Wealth Management, LLC 0.01% No change 2,617 $124K
Transamerica Financial Advisors, LLC 0.01% Reduce -26.5% 2,557 $122K
KERR FINANCIAL PLANNING Corp 0.13% Add +0.0% 2,538 $121K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +21.6% 2,530 $120K
GS Investments, Inc. 0.09% Reduce -7.4% 2,500 $119K
Tacita Capital Inc 0.06% No change 2,490 $118K
Fiduciary Financial Advisors 0.01% New 2,471 $117K
Silver Grove Financial Group, Inc. 0.06% New 2,420 $115K
Avion Wealth 0.02% Add +11.2% 2,434 $115K
Asset Dedication, LLC 0.01% Reduce -33.6% 2,395 $114K
Salomon & Ludwin, LLC 0.01% No change 2,341 $113K
Kingdom Financial Group LLC. 0.03% Add +9.3% 2,364 $112K
Guardian Partners Inc. 0.01% New 2,355 $112K
Cornerstone Planning Group LLC 0.01% Reduce -5.1% 2,231 $111K
Axiom Investment Management LLC 0.07% Reduce -13.3% 2,340 $111K
Sankala Group LLC 0.07% Add +0.3% 2,188 $110K
Beacon Financial Strategies CORP 0.05% No change 2,298 $109K
GW&K Investment Management, LLC 0.00% Reduce -0.7% 2,284 $109K
Bernard Wealth Management Corp. 0.04% No change 2,286 $109K
Mb, Levis & Associates, LLC 0.04% No change 2,252 $107K
Strategic Investment Advisors / MI 0.01% Reduce -11.4% 2,222 $106K
Caitong International Asset Management Co., Ltd 0.01% New 2,206 $105K
Silvant Capital Management LLC 0.00% No change 2,199 $105K
Main Street Group, LTD 0.03% Add +0.2% 2,193 $104K
NORTHSTAR ASSET MANAGEMENT Co 0.02% New 1,940 $103K
Mark Sheptoff Financial Planning, LLC 0.05% Add +65.4% 2,150 $102K
Corsicana & Co. 0.05% No change 2,148 $102K
Trifecta Capital Advisors, LLC 0.01% Add +0.3% 2,106 $100K
Manchester Capital Management LLC 0.01% Add +11.5% 2,097 $100K
Provenance Wealth Advisors, LLC 0.01% No change 2,096 $100K
Trust Co 0.01% Add +4.5% 2,080 $99K
Synergy Investment Management, LLC 0.02% Add +2124.1% 1,935 $98K
BankPlus Trust Department 0.02% No change 2,043 $97K
DHJJ Financial Advisors, Ltd. 0.03% No change 2,041 $97K
Cape Investment Advisory, Inc. 0.03% New 2,034 $97K
Bruce G. Allen Investments, LLC 0.06% Add +1.8% 2,020 $96K
Bank of New Hampshire 0.02% New 2,000 $95K
Fortitude Family Office, LLC 0.02% Add +40.5% 1,968 $94K
Burnham & Co LLC 0.07% — 1,950 $93K
Kelly Lawrence W & Associates Inc. 0.02% No change 1,950 $93K
Kentucky Trust Co 0.04% No change 1,945 $92K
Logan Capital Management Inc. 0.00% — 1,925 $92K
Caldwell Sutter Capital, Inc. 0.03% Add +25.4% 1,901 $90K
Community Financial Services Group, LLC 0.01% No change 1,800 $87K
MV Capital Management, Inc. 0.01% Add +4.1% 1,811 $86K
Core Alternative Capital 0.03% No change 1,800 $86K
Acima Private Wealth, LLC 0.02% No change 1,800 $86K
Financial Perspectives, Inc 0.02% Add +0.2% 1,709 $81K
Bullock Wealth Management Group 0.03% Add +0.1% 1,659 $80K
Summit Securities Group LLC 0.02% New 1,684 $80K
Physician Wealth Advisors, Inc. 0.01% Add +6.3% 1,683 $80K
Strategic Wealth Advisors LLC 0.07% No change 2,190 $79K
Princeton Global Asset Management LLC 0.01% Add +3.3% 1,652 $79K
Valley Wealth Managers, Inc. 0.00% No change 1,650 $78K
Owl Creek Wealth Partners LLC 0.02% Add +2.5% 1,628 $77K
Nemes Rush Group LLC 0.01% Add +0.3% 1,626 $77K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,620 $77K
JFS Wealth Advisors, LLC 0.00% Add +6.3% 1,595 $76K
Compass Financial Management LLC 0.01% — 1,526 $75K
Proffitt & Goodson Inc. 0.01% Reduce -41.0% 1,557 $74K
Webster Bank, N. A. 0.01% Add +2.5% 1,538 $73K
Orion Capital Management LLC 0.02% No change 1,527 $73K
CrossGen Wealth, LLC 0.06% Add +0.3% 1,500 $71K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 1,500 $71K
American National Bank & Trust 0.01% Add +20.6% 1,448 $69K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.21% Reduce -70.0% 1,420 $67K
Godsey & Gibb, Inc. 0.01% Reduce -17.8% 1,388 $66K
Gen-Wealth Partners Inc 0.02% Reduce -7.1% 1,382 $66K
Southern Michigan Bank & Trust 0.02% No change 1,371 $65K
Financial Network Wealth Advisors LLC 0.06% Add +1.1% 1,280 $61K
Millstone Evans Group, LLC 0.03% No change 1,239 $59K
Security National Bank of Sioux City Iowa 0.02% New 1,227 $58K
Lavaca Capital LLC 0.01% No change 1,200 $57K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -6.2% 1,189 $57K
SHP Wealth Management 0.00% Add +5.8% 1,165 $55K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 1,160 $55K
Prosperity Bancshares Inc 0.04% Reduce -35.5% 1,148 $55K
YANKCOM Partnership 0.02% No change 1,142 $54K
Tradewinds Capital Management, LLC 0.01% No change 1,140 $54K
Johnson Financial Group, Inc. 0.00% Reduce -78.8% 1,098 $52K
True Wealth Design, LLC 0.01% No change 1,081 $51K
Halbert Hargrove Global Advisors, LLC 0.00% Add +754.5% 1,051 $50K
Barrett & Company, Inc. 0.01% No change 1,046 $50K
Burkett Financial Services, LLC 0.02% Add +0.3% 1,022 $49K
Barnes Dennig Private Wealth Management LLC 0.04% No change 1,020 $48K
SBI Securities Co., Ltd. 0.00% Reduce -0.1% 1,015 $48K
Vision Retirement, LLC 0.01% Add +0.3% 1,013 $48K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 1,007 $48K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,000 $48K
Leonteq Securities AG 0.00% Reduce -42.1% 969 $46K
Fourth Dimension Wealth, LLC 0.01% Add +7.6% 968 $46K
Clark Wealth Partners 0.03% Add +0.1% 959 $46K
Park Place Capital Corp 0.01% Reduce -0.7% 945 $45K
PlanVest Financial, Inc 0.03% Add +0.3% 928 $44K
Kennebec Savings Bank 0.04% No change 917 $44K
Private Wealth Management Group, LLC 0.01% No change 909 $43K
Bellevue Asset Management, LLC 0.02% No change 900 $43K
Clean Yield Group 0.01% No change 879 $42K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +0.3% 870 $41K
Edmond DE Rothschild Holding S.A. 0.00% New 867 $41K
IMA Advisory Services, Inc. 0.00% Add +767.4% 850 $40K
Wilkerson Advisory Group LLC 0.01% Add +2.2% 847 $40K
Fairscale Capital, LLC 0.02% No change 845 $40K
Acumen Wealth Advisors, LLC 0.01% Reduce -0.1% 844 $40K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -7.3% 839 $40K
Joseph Group Capital Management 0.01% Add +59.3% 833 $40K
WPG Advisers, LLC 0.02% Add +114.3% 827 $39K
Coston, McIsaac & Partners 0.01% No change 836 $39K
Sachetta, LLC 0.02% Add +6.6% 807 $38K
Monetary Management Group Inc. 0.01% No change 800 $38K
Virginia Estate & Retirement Planning Advisors Inc. 0.05% No change 789 $38K
Robinswood Financial LLC 0.01% Add +0.3% 787 $37K
Tounjian Advisory Partners, LLC 0.02% Reduce -98.6% 783 $37K
Align Financial, LLC 0.02% No change 777 $37K
Allied Private Wealth LLC 0.02% — 754 $37K
MPWM Advisory Solutions, LLC 0.02% Add +7.3% 754 $36K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 750 $36K
Albion Financial Group 0.00% Reduce -2.9% 750 $36K
Meeder Asset Management Inc. 0.00% Add +17.9% 724 $34K
Aventus Investment Advisors, Inc. 0.03% No change 720 $34K
Pacific Center for Financial Services 0.01% No change 720 $34K
Center for Financial Planning, Inc. 0.00% No change 720 $34K
JPL Wealth Management, LLC 0.01% Add +9.4% 719 $34K
Midwest Capital Advisors, LLC 0.01% No change 712 $34K
Kemnay Advisory Services Inc. 0.00% Add +7.7% 712 $34K
First Bancorp, Inc 0.01% New 700 $33K
Rational Advisors, Inc. 0.00% Add +12.0% 700 $33K
Arlington Trust Co LLC 0.00% Add +58.0% 681 $32K
Darwin Wealth Management, LLC 0.01% Add +0.3% 676 $32K
Thompson Investment Management, Inc. 0.00% Reduce -18.2% 675 $32K
SJS Investment Consulting Inc. 0.00% Reduce -66.0% 655 $31K
Raffa Wealth Management, LLC 0.00% Reduce -9.4% 635 $30K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -1.6% 632 $30K
NBH Bank 0.01% — 632 $30K
Manning & Napier Advisors LLC 0.00% Reduce -99.6% 618 $30K
Strategic Wealth Partners, Ltd. 0.00% Add +8.1% 612 $29K
Pin Oak Investment Advisors Inc. 0.02% No change 600 $29K
Operose Advisors LLC 0.01% Reduce -46.1% 606 $29K
Highline Wealth Partners LLC 0.01% Add +4.0% 606 $29K
Ameriflex Group, Inc. 0.01% Add +2053.6% 603 $29K
Capital Advisor Network LLC 0.04% No change 600 $29K
Hickory Point Bank & Trust 0.02% No change 600 $29K
Pinnacle Bancorp, Inc. 0.01% Reduce -54.9% 600 $29K
Motco 0.00% Add +7.3% 600 $29K
Peoples Financial Services Corp. 0.01% No change 600 $29K
Dynamic Wealth Strategies, LLC 0.01% Add +16.2% 594 $28K
Bogart Wealth, LLC 0.00% Add +72.4% 581 $28K
Alpine Bank Wealth Management 0.00% New 581 $28K
N.E.W. Advisory Services LLC 0.00% Add +81.1% 574 $27K
CNB Bank 0.01% Reduce -35.9% 570 $27K
Catalyst Capital Advisors LLC 0.00% Reduce -3.4% 566 $27K
Creative Capital Management Investments LLC 0.01% Add +60.0% 544 $26K
Archer Investment Corp 0.00% No change 540 $26K
Axxion S.A. 0.00% — 527 $25K
Signature Resources Capital Management, LLC 0.01% No change 521 $25K
Atlantic Private Wealth, LLC 0.02% No change 520 $25K
High Note Wealth, LLC 0.00% Add +23.4% 507 $24K
Retirement Wealth Solutions LLC 0.01% No change 506 $24K
Valued Wealth Advisors LLC 0.01% Add +23.1% 506 $24K
Timbuktu Capital Management, LLC 0.04% — 500 $24K
Noble Wealth Management PBC 0.01% Add +8.0% 486 $23K
IFS Advisors, LLC 0.01% No change 461 $22K
HHM Wealth Advisors, LLC 0.00% Add +51.0% 453 $22K
United Financial Planning Group LLC 0.01% No change 447 $21K
Elevated Capital Advisors, LLC 0.01% No change 413 $20K
Broadwater Capital Management LLC 0.01% Reduce -72.7% 405 $19K
Mascoma Wealth Management LLC 0.00% Reduce -43.6% 405 $19K
Covestor Ltd 0.01% No change 408 $19K
Dogwood Wealth Management LLC 0.01% Add +22.8% 398 $19K
Bare Financial Services, Inc 0.00% Add +58.1% 389 $18K
Bay Harbor Wealth Management, LLC 0.00% Add +29.7% 358 $17K
Entrust Financial LLC 0.01% Reduce -1.1% 353 $17K
Financial Avengers, Inc. 0.01% Add +0.3% 349 $17K
Evolution Wealth Management Inc. 0.01% Add +12.0% 346 $16K
Westfuller Advisors, LLC 0.01% Reduce -9.5% 343 $16K
Greykasell Wealth Strategies, Inc. 0.01% No change 341 $16K
LFA - Lugano Financial Advisors SA 0.01% No change 333 $16K
Solstein Capital, LLC 0.01% No change 333 $16K
ESL Trust Services, LLC 0.00% No change 330 $16K
Syntax Research, Inc. 0.01% No change 324 $15K
Essential Partners LLC 0.01% No change 317 $15K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 309 $15K
Ares Financial Consulting, LLC 0.01% No change 308 $15K
Investment Research & Advisory Group, Inc. 0.00% No change 126 $15K
Bayban 0.01% No change 300 $14K
Commonwealth Retirement Investments LLC 0.00% New 300 $14K
Icon Advisers Inc. 0.00% New 300 $14K
Tidemark, LLC 0.00% No change 298 $14K
HFM Investment Advisors, LLC 0.00% Add +32.9% 287 $14K
Kilter Group LLC 0.00% Add +5.8% 276 $13K
HighMark Wealth Management LLC 0.00% No change 274 $13K
Chesapeake Asset Management LLC 0.01% Add +0.4% 273 $13K
Lummis Asset Management, LP 0.01% Add +18.8% 272 $13K
Crewe Advisors LLC 0.00% Add +411.3% 271 $13K
Wiser Advisor Group LLC 0.01% No change 267 $13K
Cornerstone Financial Management LLC 0.01% Add +168.5% 247 $12K
Hughes Financial Services, LLC 0.00% Add +51.5% 247 $12K
Prestige Wealth Management Group LLC 0.00% Add +13.9% 245 $12K
Rialto Wealth Management, LLC 0.00% Add +36.7% 242 $12K
Y.D. More Investments Ltd 0.00% Add +5.5% 67,709 $11K
Boreal Capital Management LLC 0.01% No change 225 $11K
Principia Wealth Advisory, LLC 0.01% Add +62.4% 216 $10K
Tsfg, LLC 0.00% Add +0.5% 209 $10K
Marquette Asset Management, LLC 0.00% No change 199 $9K
Bell Investment Advisors, Inc 0.00% No change 193 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +185.9% 183 $9K
Burk Holdings LLC 0.00% No change 174 $8K
Ogorek Anthony Joseph /NY/ 0.00% No change 180 $8K
1 North Wealth Services LLC 0.00% New 167 $8K
Hager Investment Management Services, LLC 0.00% New 165 $8K
Delos Wealth Advisors, LLC 0.00% New 164 $8K
BOK Financial Private Wealth, Inc. 0.00% New 163 $8K
Hollencrest Capital Management 0.00% No change 156 $7K
Wolff Wiese Magana LLC 0.00% No change 153 $7K
Prudent Man Investment Management, Inc. 0.00% No change 200 $7K
Highland Investment Advisors LLC 0.00% — 150 $7K
Luken Investment Analytics, LLC 0.00% No change 150 $7K
WestEnd Advisors, LLC 0.00% New 150 $7K
Penserra Capital Management LLC 0.00% No change 156 $7K
Activest Wealth Management 0.00% Reduce -54.9% 143 $7K
Global Trust Asset Management, LLC 0.00% New 131 $6K
Peterson Wealth Services 0.00% New 127 $6K
Abound Wealth Management 0.00% Reduce -72.3% 125 $6K
Planning Strategies Inc. 0.00% — 118 $6K
Aspect Partners, LLC 0.00% No change 114 $5K
Turim 21 Investimentos Ltda. 0.00% No change 111 $5K
IMG Wealth Management, Inc. 0.00% Add +1.9% 110 $5K
Tiaa Trust, National Association 0.00% No change 106 $5K
Investors Portfolio Services LLC 0.00% No change 101 $5K
Nova Wealth Management, Inc. 0.00% New 98 $5K
Winch Advisory Services, LLC 0.00% New 84 $4K
American Capital Advisory, LLC 0.00% Add +60.8% 82 $4K
Addison Advisors LLC 0.00% Reduce -71.3% 76 $4K
Triumph Capital Management 0.00% Reduce -50.7% 75 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 81 $3K
Buck Wealth Strategies, LLC 0.00% New 67 $3K
Merrithew & Thorsten Inc 0.00% No change 67 $3K
Lloyd Advisory Services, LLC. 0.00% Reduce -97.2% 60 $3K
Quarry LP 0.00% Reduce -99.0% 60 $3K
Quaker Wealth Management, LLC 0.00% Add +5.5% 58 $3K
Ascentis Independent Advisors 0.01% Reduce -96.7% 58 $3K
Silicon Valley Capital Partners 0.00% Reduce -3.4% 57 $3K
Benson Wealth Management INC 0.00% No change 56 $3K
POM Investment Strategies, LLC 0.00% No change 48 $2K
Game Plan Financial Advisors, LLC 0.00% New 48 $2K
Seneschal Advisors, LLC 0.00% No change 44 $2K
PayPay Securities Corp 0.05% Add +2.3% 44 $2K
Navigoe, LLC 0.00% New 59 $2K
SWAN Capital LLC 0.00% No change 42 $2K
S&T Bank 0.00% No change 41 $2K
Stone House Investment Management, LLC 0.00% Add +32.1% 37 $2K
Imprint Wealth LLC 0.01% No change 35 $2K
Nvwm, LLC 0.00% Add +40.0% 35 $2K
Networth Advisors, LLC 0.00% No change 34 $2K
DecisionPoint Financial, LLC 0.00% New 31 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 30 $1K
Bravera Wealth 0.00% Reduce -65.4% 28 $1K
Phillip James Consulting Co. 0.00% No change 26 $1K
Westside Investment Management, Inc. 0.00% No change 26 $1K
Sunrise Financial Services, LLC 0.00% Reduce -17.9% 23 $1K
Downshift Financial, LLC 0.00% New 19 $903
3 Factor Indexing, LLC 0.00% No change 16 $761
Kings Path Partners LLC 0.00% New 16 $760
FWL Investment Management, LLC 0.00% New 16 $760
Torren Management, LLC 0.00% No change 15 $734
Breakwater Investment Management 0.00% New 14 $666
Hoey Investments, Inc. 0.00% New 14 $666
Morton Brown Family Wealth, LLC 0.00% New 14 $665
Maryland Capital Advisors Inc. 0.00% — 11 $523
Godfrey Financial Associates, Inc. 0.00% No change 10 $475
Mosley Wealth Management 0.00% New 7 $333
Evolution Advisers, Inc. 0.00% New 5 $0

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