CVS HealthCVS

13F holders, Q1 2024 (March 31)
2,181holders
13famous investors
$79.61avg. 13F price*

At the end of Q1 2024, 2,181 institutions reported holding CVS Health Corp. (CVS) in their 13F filings. The largest holders were Vanguard Group Inc. ($9.3B), BlackRock Inc. ($6.9B) and State Street Corp. ($4.4B). 13 famous investors held it, including Ray Dalio (1.0% of Bridgewater Associates's portfolio), Bill Nygren (0.6% of Harris Associates (Oakmark Funds)'s portfolio) and Cliff Asness (0.5% of AQR Capital Management's portfolio).

Company
CVS Health Corp.
Sector
Consumer Staples
CUSIP
126650100
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 2,181Q1 2024Q2 2024: 1,914Q2 2024Q3 2024: 1,844Q3 2024Q4 2024: 1,670Q4 2024Q1 2025: 1,755Q1 2025Q2 2025: 1,759Q2 2025Q3 2025: 1,837Q3 2025Q4 2025: 1,951Q4 2025Q1 2026: 1,879Q1 2026Q2 2026: 2,073Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions99$458.4M
Exits177$817.1M

Ownership 2,181 holders

Vanguard Group Inc. 0.18% Reduce -1.3% 116,117,490 $9.3B
BlackRock Inc. 0.16% Add +0.1% 87,101,436 $6.9B
State Street Corp. 0.20% Reduce -0.4% 55,004,275 $4.4B
Capital World Investors 0.58% Add +8.0% 43,776,874 $3.5B
Dodge & Cox 1.90% Add +34.9% 41,012,543 $3.3B
Capital International Investors 0.61% Add +12.5% 37,917,923 $3.0B
FMR LLC 0.18% Reduce -9.0% 34,423,281 $2.7B
Morgan Stanley 0.19% Reduce -5.2% 29,039,992 $2.3B
Geode Capital Management, LLC 0.19% Add +3.6% 25,382,075 $2.0B
Bank of America Corp. 0.13% Add +5.9% 16,159,874 $1.3B
Norges Bank 0.19% Add +6.6% 14,737,813 $1.2B
Invesco Ltd. 0.25% Reduce -8.3% 14,636,775 $1.2B
JPMorgan Chase & Co. 0.10% Add +2.3% 14,086,950 $1.1B
Capital Research Global Investors 0.24% Add +1.4% 13,143,822 $1.0B
Northern Trust Corp. 0.18% Reduce -5.7% 12,908,420 $1.0B
Franklin Resources Inc. 0.29% Add +8.3% 11,446,224 $913.0M
Royal Bank of Canada 0.22% Reduce -7.4% 11,369,577 $906.8M
Charles Schwab Investment Management Inc. 0.21% Reduce -10.9% 11,537,373 $904.2M
T. Rowe Price Associates Inc. 0.10% Add +0.1% 10,699,034 $853.4M
Goldman Sachs Group Inc. 0.17% Reduce -21.4% 10,107,635 $806.2M
Bank of New York Mellon Corp 0.15% Reduce -3.2% 10,066,101 $802.9M
Legal & General Group Plc 0.22% Reduce -1.2% 9,736,809 $776.6M
Dimensional Fund Advisors LP 0.21% Reduce -0.4% 9,709,484 $774.4M
Nordea Investment Management AB 0.78% Reduce -8.0% 8,280,339 $660.4M
UBS Group AG 0.21% Add +10.0% 8,062,080 $643.0M
Lazard Asset Management LLC 0.70% Add +1.9% 6,698,579 $534.3M
Hotchkis & Wiley Capital Management LLC 1.77% Reduce -0.7% 6,647,790 $530.2M
Pacer Advisors, Inc. 1.16% Add +11.0% 6,122,138 $488.3M
LSV Asset Management 0.98% Reduce -0.5% 5,937,801 $473.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% Reduce -10.5% 5,635,959 $449.5M
Pzena Investment Management LLC 1.52% Add +573.8% 5,553,457 $442.9M
Macquarie Group Ltd. 0.49% Reduce -4.9% 5,360,376 $427.5M
Deutsche Bank AG 0.19% Reduce -21.1% 5,193,841 $414.3M
Wells Fargo & Company 0.11% Reduce -5.5% 5,158,456 $411.4M
Harris Associates (Oakmark Funds) 0.56% Add +4.0% 4,325,860 $345.0M
AQR Capital Management 0.54% Reduce -10.2% 3,961,933 $314.9M
Clearbridge Investments, LLC 0.25% Add +28.8% 3,924,411 $313.0M
Swiss National Bank 0.22% Reduce -4.0% 3,853,860 $307.4M
Barclays PLC 0.14% Reduce -11.2% 3,810,722 $303.9M
Nuveen Asset Management, LLC 0.09% Reduce -0.5% 3,789,546 $302.3M
Sumitomo Mitsui Trust Group, Inc. 0.20% Add +0.5% 3,734,320 $297.8M
Amundi 0.13% Reduce -3.8% 4,208,347 $292.0M
Ameriprise Financial Inc. 0.08% Reduce -25.5% 3,532,766 $282.4M
Envestnet Asset Management Inc. 0.10% Add +37.3% 3,510,745 $280.0M
Primecap Management Co. 0.20% Reduce -1.4% 3,395,405 $270.8M
Truist Financial Corp. 0.37% Add +31.5% 3,063,606 $244.4M
HSBC Holdings PLC 0.17% Add +23.2% 2,945,753 $234.9M
California Public Employees Retirement System 0.16% Reduce -2.2% 2,775,700 $221.4M
Rhumbline Advisers 0.21% Add +0.5% 2,736,224 $218.2M
Neuberger Berman Group LLC 0.18% Reduce -0.6% 2,674,862 $213.3M
Raymond James & Associates 0.14% Reduce -8.5% 2,659,013 $212.1M
Barrow Hanley Mewhinney & Strauss LLC 0.69% Reduce -19.2% 2,582,627 $206.0M
KBC Group NV 0.63% Add +117.4% 2,499,417 $199.4M
Bridgewater Associates 0.99% Reduce -19.6% 2,454,617 $195.8M
Bank of Montreal 0.06% Reduce -4.0% 2,379,129 $189.1M
National Pension Service 0.23% Add +2.0% 2,355,753 $187.9M
Brandywine Global Investment Management, LLC 1.34% Add +11.2% 2,316,651 $184.8M
New York State Common Retirement Fund 0.23% Reduce -3.5% 2,153,732 $171.8M
Epoch Investment Partners, Inc. 0.76% Add +8.8% 2,150,505 $171.5M
Scharf Investments, LLC 4.57% Reduce -3.4% 2,114,601 $168.7M
California State Teachers Retirement System 0.21% Add +1.0% 2,114,329 $168.6M
Russell Investments Group, Ltd. 0.27% Add +4.1% 2,110,102 $168.3M
Principal Financial Group Inc. 0.09% Reduce -5.2% 1,891,236 $150.8M
DekaBank Deutsche Girozentrale 0.28% Add +7.2% 1,901,908 $150.2M
Coho Partners, Ltd. 3.61% Reduce -8.9% 1,844,477 $147.1M
CANADA LIFE ASSURANCE Co 0.29% Add +3.7% 1,777,846 $141.9M
Victory Capital Management Inc. 0.14% Add +8.7% 1,727,461 $137.8M
Captrust Financial Advisors 0.50% Add +4.9% 1,892,879 $137.2M
Turtle Creek Asset Management Inc. 3.34% Add +0.9% 1,717,266 $137.0M
Glenview Capital Management, LLC 2.64% Add +127.4% 1,696,430 $135.3M
Marshall Wace, LLP 0.22% Reduce -65.4% 1,677,908 $133.8M
LPL Financial LLC 0.07% Add +3.8% 1,662,859 $132.6M
Aberdeen Group plc 0.25% Reduce -17.2% 1,613,348 $128.7M
Chevy Chase Trust Holdings, LLC 0.42% Reduce -0.8% 1,612,281 $128.6M
Alliancebernstein L.P. 0.05% Reduce -7.3% 1,604,494 $128.0M
Haverford Trust Co 1.32% Reduce -6.2% 1,587,035 $126.6M
BNP Paribas Financial Markets 0.16% Add +118.2% 1,559,797 $124.4M
Credit Suisse AG/ 0.12% Reduce -5.3% 1,549,136 $123.6M
Brandes Investment Partners, LP 1.57% Add +10.3% 1,526,115 $121.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +18.3% 1,523,268 $121.5M
Raymond James Financial Services Advisors, Inc. 0.18% Reduce -2.1% 1,520,191 $121.3M
FIL Ltd 0.12% Reduce -6.1% 1,510,919 $120.5M
Canada Pension Plan Investment Board 0.12% Add +2.6% 1,475,830 $117.7M
Swedbank AB 0.16% Add +1.9% 1,389,367 $110.8M
Canoe Financial LP 1.80% Add +68.3% 1,369,374 $109.2M
State Board of Administration of Florida Retirement System 0.25% Add +6.7% 1,464,135 $108.8M
Silvercrest Asset Management Group LLC 0.74% Add +0.2% 1,362,974 $108.7M
Nomura Asset Management Co. Ltd. 0.39% Reduce -5.8% 1,342,991 $107.1M
New York State Teachers Retirement System 0.22% Reduce -4.8% 1,303,559 $104.0M
Caisse de depot et placement du Quebec 0.25% Reduce -18.8% 1,303,071 $103.9M
TD Asset Management Inc 0.09% Add +8.7% 1,219,927 $97.3M
First Trust Advisors LP 0.10% Reduce -12.5% 1,218,494 $97.2M
Laurion Capital Management LP 2.68% New 1,204,032 $96.0M
Edmond DE Rothschild Holding S.A. 1.53% Reduce -13.1% 1,131,873 $90.3M
SRB Corp. 5.00% Reduce -5.6% 1,131,646 $90.3M
Federation des caisses Desjardins du Quebec 0.64% Add +7.3% 1,118,703 $89.2M
Allianz Asset Management GmbH 0.15% Add +13.5% 1,116,745 $89.1M
PNC Financial Services Group, Inc. 0.06% Reduce -7.5% 1,111,130 $88.6M
M&T Bank Corp 0.31% Add +1.1% 1,109,022 $88.5M
Douglas Lane & Associates, LLC 1.22% Add +1.6% 1,084,256 $86.5M
Cerity Partners LLC 0.23% Add +13.0% 1,073,401 $85.6M
Stifel Financial Corp. 0.10% Reduce -0.6% 1,069,899 $85.3M
AustralianSuper Pty Ltd 0.50% Add +14.6% 1,069,745 $85.1M
Sei Investments Co. 0.12% Add +12.0% 1,042,716 $83.2M
Ensign Peak Advisors, Inc 0.15% Reduce -2.8% 1,038,011 $82.8M
Mawer Investment Management Ltd. 0.38% New 1,028,903 $82.1M
Korea Investment CORP 0.21% Reduce -6.3% 1,020,854 $81.4M
APG Asset Management N.V. 0.14% Reduce -7.0% 1,098,781 $81.1M
Allspring Global Investments Holdings, LLC 0.13% Reduce -11.4% 1,011,997 $80.7M
Great Lakes Advisors, LLC 0.68% Add +6.4% 1,002,477 $80.0M
Value Partners Investments Inc. 6.49% Add +0.1% 995,585 $79.3M
HighTower Advisors, LLC 0.13% Reduce -34.3% 988,045 $78.9M
US Bancorp \de 0.11% Reduce -0.6% 985,730 $78.6M
Manufacturers Life Insurance Company, The 0.07% Reduce -8.5% 985,140 $78.6M
Prudential Financial Inc. 0.11% Reduce -12.6% 955,911 $76.2M
Westwood Holdings Group Inc. 0.60% Reduce -0.3% 953,357 $76.0M
American Century Companies Inc. 0.05% Reduce -24.9% 939,871 $75.0M
AXA S.A. 0.23% Add +0.1% 939,870 $75.0M
Edgar Lomax Co. 4.58% Add +64.2% 929,835 $74.2M
Citigroup Inc. 0.08% Reduce -69.1% 926,600 $73.9M
Staley Capital Advisers Inc. 3.37% Reduce -0.2% 905,366 $72.2M
Fort Washington Investment Advisors Inc. 0.45% Add +0.8% 881,627 $70.3M
Mitsubishi UFJ Trust & Banking Corp 0.16% Reduce -8.1% 881,372 $70.3M
Commonwealth Equity Services, LLC 0.12% Reduce -2.6% 873,904 $69.7M
STRS Ohio 0.28% Reduce -5.8% 868,248 $69.3M
Mackenzie Financial Corp. 0.10% Add +15.7% 863,425 $68.9M
Kiltearn Partners LLP 6.33% Reduce -12.8% 861,168 $68.5M
TD Waterhouse Canada Inc. 0.51% Reduce -5.9% 781,959 $68.1M
Adage Capital Partners Gp, L.L.C. 0.13% Reduce -17.2% 842,912 $67.2M
Storebrand Asset Management As 0.23% Reduce -1.0% 834,828 $66.6M
Jane Street Group, LLC 0.09% Reduce -20.6% 834,519 $66.6M
Balyasny Asset Management L.P. 0.18% Add +5906.5% 829,138 $66.1M
Voya Investment Management LLC 0.07% Reduce -20.9% 816,266 $65.1M
Empower Advisory Group, LLC 0.24% Add +6.7% 795,791 $63.5M
M&G PLC 0.44% — 780,670 $62.5M
Toronto Dominion Bank 0.10% Add +1.1% 778,856 $62.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.43% Reduce -33.3% 773,178 $61.7M
Letko, Brosseau & Associates Inc. 1.05% Reduce -0.2% 759,155 $60.6M
State of Wisconsin Investment Board 0.16% Add +1.5% 751,285 $59.9M
Natixis Advisors, LLC 0.14% Add +13.4% 750,272 $59.8M
Corient Private Wealth LP 0.11% Reduce -3.2% 745,557 $59.5M
Morningstar Investment Services LLC 0.65% Reduce -50.2% 738,234 $58.6M
State of New Jersey Common Pension Fund D 0.18% No change 727,607 $58.0M
Compass Capital Management, Inc. 3.73% Add +6.9% 724,232 $57.8M
GMO 0.21% Reduce -8.4% 716,690 $57.2M
Stonegate Investment Group, LLC 1.78% Add +3.2% 712,726 $56.8M
Pictet Asset Management Holding SA 0.06% Add +16.1% 705,326 $56.3M
Rockefeller Capital Management L.P. 0.16% Add +0.0% 703,079 $56.1M
Dixon Mitchell Investment Counsel Inc. 2.76% Add +1.7% 694,255 $55.4M
Public Employees Retirement System of Ohio 0.21% Reduce -6.5% 670,143 $53.5M
Baird Financial Group, Inc. 0.11% Reduce -1.3% 666,282 $53.1M
Cibc World Market Inc. 0.14% Reduce -6.7% 662,087 $52.8M
Impax Asset Management Group plc 0.20% Reduce -10.1% 659,428 $52.6M
Arrowstreet Capital, Limited Partnership 0.05% New 635,118 $50.7M
Voloridge Investment Management, LLC 0.18% Add +61.9% 627,747 $50.1M
Treasurer of the State of North Carolina 0.22% Add +1.6% 625,621 $49.9M
RNC Capital Management LLC 2.82% Reduce -4.8% 621,253 $49.6M
Glenmede Trust Co. NA 0.25% Reduce -0.7% 614,633 $49.0M
EP Wealth Advisors, LLC 0.57% Add +3.4% 608,867 $48.6M
Mariner, LLC 0.10% Add +0.1% 607,224 $48.4M
CIBC Asset Management Inc 0.17% Reduce -3.6% 606,923 $48.4M
Ariel Investments 0.48% New 606,609 $48.4M
Janney Montgomery Scott LLC 0.14% Reduce -38.1% 597,848 $47.7M
Focus Partners Wealth 0.39% Add +101.5% 595,280 $47.5M
OneDigital Investment Advisors LLC 0.74% Add +1.8% 591,298 $47.2M
Handelsbanken Fonder AB 0.20% Add +4.4% 582,197 $46.4M
Susquehanna International Group, LLP 0.07% Add +5.8% 575,516 $45.9M
Patient Capital Management, LLC 2.22% Reduce -4.7% 572,574 $45.7M
Danske Bank A/S 0.14% — 561,665 $44.8M
Avidity Partners Management LP 1.54% Reduce -26.4% 545,000 $43.5M
Railway Pension Investments Ltd 0.42% No change 544,746 $43.4M
Gabelli Funds LLC 0.32% Reduce -21.1% 542,450 $43.3M
Nan Shan Life Insurance Co., Ltd. 1.00% No change 531,929 $42.4M
Vontobel Holding Ltd. 0.34% Add +4.8% 531,635 $42.4M
Mn Services Vermogensbeheer B.V. 0.30% New 520,300 $41.5M
Susquehanna Fundamental Investments, LLC 1.94% New 520,293 $41.5M
MML Investors Services, LLC 0.17% Reduce -2.4% 511,703 $40.8M
Conning Inc. 1.39% Add +7.9% 512,649 $40.8M
Royal London Asset Management Ltd. 0.10% Reduce -2.0% 497,252 $39.7M
Country Trust Bank 1.02% Add +20.3% 495,601 $39.5M
Pinnacle Financial Partners Inc 0.85% Add +3.3% 489,881 $39.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -53.2% 485,950 $38.8M
Asset Management One Co., Ltd. 0.15% Reduce -5.8% 483,744 $38.6M
National Bank of Canada 0.07% Reduce -38.6% 688,836 $38.5M
Osaic Holdings, Inc. 0.08% Reduce -33.5% 465,756 $37.2M
Seizert Capital Partners, LLC 1.70% Add +1.7% 463,350 $37.0M
Resona Asset Management Co.,Ltd. 0.22% — 461,574 $36.8M
Scotia Capital Inc. 0.22% Add +2.2% 459,312 $36.6M
Polaris Capital Management, LLC 1.82% Reduce -8.7% 458,300 $36.6M
ING Groep NV 0.25% Add +37.8% 450,667 $35.9M
TCTC Holdings, LLC 1.19% Reduce -0.2% 447,599 $35.7M
Ancora Advisors LLC 0.81% Reduce -0.9% 446,010 $35.6M
Teacher Retirement System of Texas 0.22% Reduce -13.2% 432,603 $34.5M
United Capital Financial Advisors, LLC 0.28% Reduce -2.8% 430,826 $34.4M
Capital Investment Advisors, LLC 0.80% Reduce -1.1% 429,172 $34.2M
Crossmark Global Holdings, Inc. 0.66% Reduce -4.0% 427,976 $34.1M
Los Angeles Capital Management LLC 0.12% Reduce -4.0% 426,692 $34.0M
Waters Parkerson & Co., LLC 1.74% Reduce -0.5% 424,829 $33.9M
Pinebridge Investments, L.P. 0.26% Add +28.6% 416,799 $33.2M
State of Tennessee, Department of Treasury 0.12% Reduce -33.3% 416,669 $33.2M
Guggenheim Capital LLC 0.24% Add +9.8% 416,148 $33.2M
Blair William & Co. 0.10% Reduce -10.6% 412,807 $32.9M
Nexus Investment Management ULC 3.16% Add +0.2% 410,542 $32.7M
Robeco Institutional Asset Management B.V. 0.07% Reduce -29.2% 409,712 $32.7M
Cetera Investment Advisers 0.08% Add +190.9% 407,844 $32.5M
Thomasville National Bank 2.67% Add +3.0% 405,958 $32.4M
State of Michigan Retirement System 0.17% Reduce -1.7% 399,177 $31.8M
Advisors Capital Management, LLC 0.56% Add +2.4% 384,684 $30.7M
Comerica Bank 0.13% Reduce -8.8% 383,308 $30.6M
Vaughan David Investments LLC 0.75% Add +1.8% 379,298 $30.3M
Poplar Forest Capital LLC 4.01% Add +0.1% 374,096 $29.8M
Vident Advisory, LLC 0.62% Add +15.1% 371,983 $29.7M
Arizona State Retirement System 0.20% Add +2.2% 369,296 $29.5M
Millennium Management 0.03% Add +80.4% 369,200 $29.4M
Gateway Investment Advisers LLC 0.33% Reduce -13.3% 364,995 $29.1M
CI Investments Inc. 0.12% Add +0.8% 363,865 $29.0M
Aviva PLC 0.10% Reduce -28.6% 361,449 $28.8M
Nisa Investment Advisors, LLC 0.19% Reduce -2.3% 359,678 $28.7M
InterOcean Capital Group, LLC 0.68% Add +46.2% 358,820 $28.6M
Capital Group Private Client Services, Inc. 0.29% Add +9.7% 355,198 $28.3M
Villere St Denis J & Co. LLC 2.31% Reduce -0.4% 355,157 $28.3M
D.A. Davidson & Co. 0.25% Reduce -2.7% 350,799 $28.0M
Capital International, Inc. 0.38% Add +25.6% 350,323 $27.9M
USS Investment Management Ltd 0.23% Add +2.2% 349,399 $27.9M
Forsta Ap-Fonden 0.23% Add +9.5% 341,800 $27.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.29% Add +3.9% 332,419 $26.5M
Markel Group 0.26% No change 332,000 $26.5M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -1.1% 331,098 $26.4M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +3.6% 344,490 $26.0M
Cardinal Capital Management, Inc. 1.15% Add +0.8% 323,790 $25.8M
CapWealth Advisors, LLC 2.88% Add +0.7% 321,226 $25.6M
Bank of Nova Scotia 0.05% Reduce -68.3% 319,603 $25.5M
BI Asset Management Fondsmaeglerselskab A/S 0.48% Add +0.3% 319,532 $25.5M
American International Group, Inc. 0.09% Reduce -2.3% 318,741 $25.4M
Walleye Trading LLC 0.41% Reduce -33.3% 314,512 $25.1M
Sector Gamma As 6.92% Add +40.6% 308,004 $24.6M
Farmers & Merchants Investments Inc. 0.83% Reduce -0.8% 307,376 $24.5M
HRT Financial LP 0.15% Add +6.0% 304,786 $24.3M
Peapack Gladstone Financial Corp. 0.38% Reduce -6.0% 303,002 $24.2M
St Germain D J Co. Inc. 1.18% Reduce -18.3% 302,609 $24.1M
HM Payson & Co. 0.45% Add +103.0% 301,926 $24.1M
Avalon Trust Co 1.96% Reduce -0.5% 299,175 $23.9M
Public Sector Pension Investment Board 0.17% Reduce -1.6% 296,374 $23.6M
Windward Capital Management Co. 1.97% Reduce -0.8% 296,296 $23.6M
MetLife Investment Management, LLC 0.16% Reduce -5.3% 295,097 $23.5M
Klingenstein Fields & Co. LP 0.97% Reduce -1.1% 292,954 $23.4M
Candriam S.C.A. 0.15% Reduce -32.6% 291,412 $23.2M
Cantor Fitzgerald Investment Advisors L.P. 1.72% Reduce -1.9% 290,048 $23.1M
Cacti Asset Management LLC 1.83% Reduce -17.8% 412,845 $22.9M
Federated Hermes, Inc. 0.05% Reduce -74.0% 286,960 $22.9M
Raymond James Trust N.A. 0.55% Add +0.1% 286,065 $22.8M
Matrix Asset Advisors Inc. 2.71% Reduce -2.5% 283,744 $22.6M
Claret Asset Management Corp 3.75% Reduce -0.4% 279,266 $22.3M
Agf Management Ltd. 0.12% Reduce -1.6% 336,270 $22.2M
Retirement Systems of Alabama 0.09% Reduce -1.9% 277,758 $22.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Reduce -1.8% 276,267 $22.0M
Randolph Co Inc 2.70% Reduce -0.3% 276,067 $22.0M
Northwestern Mutual Wealth Management Co. 0.02% Add +0.9% 273,502 $21.8M
Greatmark Investment Partners, Inc. 3.11% Add +4.6% 273,127 $21.8M
Illinois Municipal Retirement Fund 0.33% Reduce -12.3% 271,962 $21.7M
Amalgamated Bank 0.18% Reduce -14.5% 265,088 $21.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.65% Add +3.3% 264,343 $21.1M
Valley Wealth Managers, Inc. 1.58% Add +1.0% 262,335 $20.9M
Old National Bancorp 0.49% Add +2.8% 260,534 $20.8M
Texas Permanent School Fund Corp. 0.16% Reduce -1.9% 260,133 $20.7M
Avity Investment Management Inc. 1.71% Add +0.3% 259,351 $20.7M
Applied Finance Capital Management, LLC 1.45% Add +9.8% 258,749 $20.6M
Community Trust & Investment Co. 1.44% Add +1.3% 255,849 $20.4M
Fifth Third Bancorp 0.08% Reduce -4.6% 255,371 $20.4M
Assenagon Asset Management S.A. 0.05% Reduce -88.2% 255,215 $20.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.23% Add +1.7% 255,214 $20.4M
Creative Planning 0.02% Add +7.2% 254,196 $20.3M
IFM Investors Pty Ltd 0.22% Reduce -0.4% 250,720 $20.0M
DAVENPORT & Co LLC 0.12% Reduce -12.1% 250,291 $20.0M
Skandinaviska Enskilda Banken AB (publ) 0.10% Reduce -7.9% 250,135 $20.0M
Pathstone Holdings, LLC 0.09% Add +18.3% 248,951 $19.9M
Andra AP-fonden 0.35% New 248,300 $19.8M
GW Henssler & Associates Ltd. 1.16% Reduce -8.0% 247,248 $19.7M
Acadian Asset Management LLC 0.07% Reduce -2.1% 246,905 $19.7M
Teachers Retirement System of the State of Kentucky 0.17% Reduce -8.7% 244,706 $19.5M
Varma Mutual Pension Insurance Co 0.17% Add +228.0% 242,700 $19.4M
Assetmark, Inc. 0.06% Add +2.6% 242,646 $19.4M
Globeflex Capital L P 1.88% No change 242,328 $19.3M
WASHINGTON TRUST Co 0.70% Reduce -3.8% 239,820 $19.1M
Edgemoor Investment Advisors, Inc. 1.81% Reduce -5.5% 237,011 $18.9M
South Dakota Investment Council 0.39% No change 235,726 $18.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +1.7% 235,099 $18.8M
Calamos Advisors LLC 0.13% Reduce -2.5% 231,543 $18.5M
Cullen/Frost Bankers, Inc. 0.26% Reduce -3.0% 223,750 $17.8M
Utah Retirement Systems 0.21% Reduce -0.1% 222,029 $17.7M
Czech National Bank 0.23% Reduce -1.6% 221,425 $17.7M
Yousif Capital Management, LLC 0.20% Reduce -3.2% 220,980 $17.6M
Squarepoint Ops LLC 0.07% Reduce -29.0% 220,575 $17.6M
Reynders McVeigh Capital Management, LLC 1.01% Reduce -14.7% 220,406 $17.6M
Oppenheimer Asset Management Inc. 0.26% Reduce -9.6% 219,320 $17.5M
Davidson Investment Advisors 0.91% Add +0.0% 218,948 $17.5M
Wesbanco Bank Inc. 0.66% Add +20.5% 218,197 $17.4M
Violich Capital Management, Inc. 2.48% Add +2.1% 217,354 $17.3M
Daymark Wealth Partners, LLC 0.92% Reduce -0.2% 214,026 $17.1M
Stansberry Asset Management, LLC 2.41% Reduce -9.4% 210,683 $16.8M
Wellington Management Group LLP 0.00% Reduce -3.9% 210,417 $16.8M
Coerente Capital Management 3.17% Reduce -0.3% 210,256 $16.8M
Todd Asset Management LLC 0.34% Reduce -7.3% 210,181 $16.8M
Danica Pension, Livsforsikringsaktieselskab 0.37% — 210,000 $16.7M
Manning & Napier Group, LLC 0.21% Reduce -56.9% 209,719 $16.7M
Nichols & Pratt Advisers LLP 1.13% Reduce -36.3% 209,579 $16.7M
Gradient Investments LLC 0.38% Reduce -4.2% 207,900 $16.6M
Cresset Asset Management, LLC 0.08% Add +16.4% 206,876 $16.5M
Quadrature Capital Ltd 0.28% New 206,338 $16.5M
Brown Advisory Inc. 0.02% Reduce -25.8% 206,203 $16.4M
Natixis 0.09% Reduce -51.0% 204,813 $16.3M
SG Americas Securities, LLC 0.08% Add +341.8% 203,103 $16.2M
Wealth Enhancement Advisory Services, LLC 0.04% Add +0.4% 202,838 $16.2M
Biechele Royce Advisors 5.36% Add +1.8% 202,800 $16.2M
Flputnam Investment Management Co. 0.34% Reduce -1.0% 201,818 $16.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -6.7% 201,378 $16.1M
Factory Mutual Insurance Co. 0.18% No change 201,243 $16.1M
Swiss Life Asset Management Ltd 0.22% Reduce -6.3% 201,234 $16.1M
Van Eck Associates Corp. 0.02% Add +24.6% 198,655 $15.8M
Park National Corp. 0.61% Add +0.1% 197,087 $15.7M
Moors & Cabot, Inc. 0.85% Reduce -1.7% 196,070 $15.6M
ProShare Advisors LLC 0.04% Reduce -4.3% 192,600 $15.4M
Becker Capital Management Inc. 0.52% Reduce -6.7% 191,494 $15.3M
Glenview Trust Co 0.33% Add +23.1% 191,387 $15.3M
Invenomic Capital Management LP 0.81% Add +23.3% 189,996 $15.2M
Canal Insurance CO 3.90% No change 190,000 $15.2M
DNB Asset Management AS 0.08% Reduce -39.1% 189,724 $15.1M
Xponance LLC 0.16% Add +7.3% 187,828 $15.0M
State of Alaska, Department of Revenue 0.17% Reduce -14.3% 187,164 $14.9M
GAMCO Investors 0.15% Reduce -10.3% 186,514 $14.9M
Waycross Partners, LLC 2.56% Add +7.8% 186,404 $14.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.06% Reduce -37.4% 185,449 $14.8M
Payden & Rygel Investment Group 1.00% — 183,500 $14.6M
Payden & Rygel 1.00% Reduce -42.5% 183,500 $14.6M
Public Employees Retirement Association of Colorado 0.06% Reduce -4.0% 183,010 $14.6M
Fiduciary Trust Co 0.22% Reduce -1.8% 179,541 $14.3M
Evergreen Capital Management LLC 0.54% Add +2.1% 179,457 $14.3M
Northeast Investment Management 0.70% Reduce -13.4% 179,418 $14.3M
Cary Street Partners Investment Advisory LLC 0.60% Add +1.9% 177,629 $14.2M
Eastern Bank 0.59% Add +2.0% 177,352 $14.1M
Janus Henderson Group PLC 0.01% Add +2.5% 177,372 $14.1M
Anchor Capital Advisors LLC 0.37% Reduce -9.8% 177,237 $14.1M
Schroder Investment Management Group 0.02% Reduce -17.9% 176,956 $14.1M
Birch Hill Investment Advisors LLC 0.68% Reduce -57.3% 175,737 $14.0M
Keybank National Association 0.06% Add +1.6% 175,399 $14.0M
Kestra Advisory Services, LLC 0.09% Add +6.7% 174,398 $13.9M
Davis Selected Advisers 0.08% Reduce -16.3% 172,743 $13.8M
New York Life Investment Management LLC 0.14% Reduce -5.6% 172,008 $13.7M
Walleye Capital LLC 0.16% Add +635.7% 168,357 $13.4M
Regions Financial Corp. 0.10% Reduce -46.3% 167,587 $13.4M
Mutual of America Capital Management LLC 0.14% Reduce -4.0% 165,375 $13.2M
Pinnacle Associates Ltd. 0.21% Reduce -5.9% 164,376 $13.1M
Quinn Opportunity Partners LLC 1.48% Add +2.5% 164,331 $13.1M
Ilmarinen Mutual Pension Insurance Co 0.16% No change 160,000 $12.8M
Osborne Partners Capital Management, LLC 0.78% Add +3.8% 159,493 $12.7M
Bard Financial Services, Inc. 1.35% Reduce -3.4% 159,155 $12.7M
Connectus Wealth, LLC 0.34% Add +0.5% 156,901 $12.5M
Hutchinson Capital Management 2.52% Add +0.1% 155,809 $12.4M
Parthenon LLC 1.56% Reduce -4.0% 154,233 $12.3M
Whittier Trust Co. 0.18% Add +0.9% 153,818 $12.3M
ProVise Management Group, LLC 1.06% Add +9.2% 153,183 $12.2M
Thrivent Financial for Lutherans 0.02% Reduce -82.7% 153,148 $12.2M
DSC Advisors, L.P. 19.66% Add +0.3% 152,746 $12.2M
Nissay Asset Management Corp. /Japan 0.08% Reduce -0.7% 152,247 $12.1M
Tower Bridge Advisors 1.25% Reduce -26.6% 151,785 $12.1M
PARUS FINANCE (UK) Ltd 4.56% Reduce -12.4% 151,690 $12.1M
Cutler Investment Counsel LLC 1.62% Add +0.4% 151,479 $12.1M
Altrinsic Global Advisors LLC 0.54% Reduce -6.9% 151,282 $12.1M
Associated Banc-Corp 0.38% Reduce -2.8% 148,679 $11.9M
M&R Capital Management Inc. 2.90% Reduce -1.6% 148,476 $11.8M
Envestnet Portfolio Solutions, Inc. 0.04% Add +15.8% 148,361 $11.8M
Ally Financial Inc. 1.59% No change 148,000 $11.8M
Trillium Asset Management, LLC 0.30% Reduce -1.1% 147,892 $11.8M
Simplex Trading, LLC 0.34% Reduce -15.5% 147,237 $11.7M
Mesirow Financial Investment Management, Inc. 0.27% Add +4.4% 146,834 $11.7M
Trust Co. of Vermont 0.65% Add +0.9% 146,614 $11.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +6.5% 144,811 $11.6M
King Luther Capital Management Corp. 0.05% Reduce -19.6% 144,253 $11.5M
Achmea Investment Management B.V. 0.22% Add +6.1% 142,192 $11.3M
First Trust Investment Solutions L.P. 2.00% Add +22.1% 141,918 $11.3M
NorthCoast Asset Management LLC 0.14% Add +6.5% 140,968 $11.2M
Boston Trust Walden Corp 0.08% Reduce -18.2% 140,706 $11.2M
Madison Asset Management, LLC 0.14% Add +0.4% 139,350 $11.1M
Formuepleje A/S 0.63% Reduce -8.7% 139,008 $11.1M
APG Asset Management US Inc. 0.06% Reduce -18.4% 139,132 $11.1M
Alpha Omega Wealth Management LLC 2.03% Reduce -0.9% 136,828 $10.9M
Dana Investment Advisors, Inc. 0.36% Reduce -9.1% 136,729 $10.9M
QRG Capital Management, Inc. 0.14% Add +2.6% 136,676 $10.9M
Kingsview Wealth Management, LLC 0.27% Add +5.5% 136,444 $10.9M
CIBC Private Wealth Group LLC 0.02% Reduce -22.4% 135,889 $10.8M
Empowered Funds, LLC 0.19% Add +56.8% 135,346 $10.8M
Salem Investment Counselors Inc. 0.35% Reduce -1.7% 135,193 $10.8M
Oppenheimer & Co. Inc. 0.18% Add +4.8% 135,025 $10.8M
Gibraltar Capital Management, Inc. 5.01% Reduce -12.9% 134,819 $10.8M
Verition Fund Management LLC 0.12% Reduce -37.6% 134,651 $10.7M
Citadel Advisors 0.01% Reduce -91.9% 134,195 $10.7M
Parkside Investments, LLC 1.69% Add +1.8% 133,905 $10.7M
F&V Capital Management, LLC 3.14% Add +1.2% 133,539 $10.7M
MassMutual Private Wealth & Trust, FSB 0.33% Add +2.7% 132,852 $10.6M
Boston Family Office LLC 0.75% Reduce -0.9% 131,305 $10.5M
Meyer Handelman Co. 0.37% Add +6.2% 130,990 $10.4M
Rafferty Asset Management, LLC 0.04% Reduce -0.7% 129,884 $10.4M
First Manhattan Co. Llc. 0.03% Reduce -2.3% 129,145 $10.3M
Olstein Capital Management, L.P. 1.68% Reduce -9.2% 129,000 $10.3M
Lathrop Investment Management Co. 1.98% Reduce -0.7% 128,268 $10.2M
Robeco Schweiz AG 0.18% Reduce -30.8% 128,020 $10.2M
Cibc World Markets Corp. 0.07% Reduce -53.7% 127,356 $10.2M
Stack Financial Management, Inc 0.93% Add +0.1% 126,857 $10.1M
S&T Bank 1.94% Reduce -11.2% 126,809 $10.1M
DORCHESTER WEALTH MANAGEMENT Co 1.81% Add +1.6% 126,363 $10.1M
Daiwa Securities Group Inc. 0.06% Add +9.7% 126,250 $10.1M
Cobblestone Capital Advisors LLC 0.63% Add +4.3% 126,197 $10.1M
Permit Capital, LLC 6.38% No change 125,500 $10.0M
Marco Investment Management LLC 0.94% Reduce -14.0% 124,858 $10.0M
Westchester Capital Management, Inc. 2.49% Reduce -1.0% 124,428 $9.9M
Private Advisor Group, LLC 0.07% Reduce -5.9% 123,667 $9.9M
Highland Capital Management, LLC 0.57% Reduce -0.9% 123,468 $9.8M
Synovus Financial Corp. 0.13% Reduce -1.2% 122,400 $9.8M
Wallington Asset Management, LLC 1.53% Add +0.3% 122,285 $9.8M
Resources Management Corp. /CT/ 1.41% Reduce -3.9% 121,045 $9.7M
Thompson Siegel & Walmsley LLC 0.15% Reduce -0.3% 120,879 $9.6M
Mercer Global Advisors Inc. 0.03% Reduce -13.2% 119,966 $9.6M
Cullinan Associates Inc. 0.53% Add +10.6% 119,497 $9.5M
Bourgeon Capital Management LLC 1.86% Reduce -0.0% 119,265 $9.5M
Warther Private Wealth, LLC 4.24% Add +150.1% 119,162 $9.5M
Elo Mutual Pension Insurance Co 0.22% Add +4.9% 117,586 $9.4M
Abn Amro Investment Solutions 0.16% Reduce -11.9% 117,565 $9.4M
Financial Partners Group, LLC 3.63% Add +0.1% 117,516 $9.4M
Philadelphia Trust Co. 0.75% Reduce -0.3% 117,284 $9.4M
Sheets Smith Wealth Management 1.05% Add +9.3% 117,284 $9.4M
Cohen Capital Management, Inc. 1.65% Add +0.8% 117,283 $9.4M
Te Ahumairangi Investment Management Ltd 1.62% Add +1.9% 116,942 $9.3M
Erste Asset Management GmbH 0.13% Add +1.7% 117,167 $9.3M
Capitolis Liquid Global Markets LLC 0.15% No change 116,000 $9.3M
Hillman Capital Management, Inc. 2.92% Add +0.3% 114,038 $9.1M
Steward Partners Investment Advisory, LLC 0.10% Add +20.5% 113,534 $9.1M
Country Club Bank 0.64% Reduce -6.2% 113,477 $9.1M
LBP Am SA 0.36% Reduce -16.0% 113,180 $9.0M
Lowe Brockenbrough & Co. Inc. 0.61% Add +21.4% 113,112 $9.0M
BLB&B Advisors, LLC 0.51% Add +1.2% 112,851 $9.0M
Allen Mooney & Barnes Investment Advisors LLC 1.72% Reduce -0.5% 128,163 $8.9M
Gulf International Bank (UK) Ltd 0.22% Add +5.9% 111,590 $8.9M
Advisors Management Group Inc. 2.21% Reduce -0.4% 111,471 $8.9M
1834 Investment Advisors Co. 1.05% Reduce -0.8% 110,666 $8.8M
Vanguard Personalized Indexing Management, LLC 0.19% Add +14.2% 110,634 $8.8M
Auxier Asset Management LLC 1.34% Reduce -1.3% 110,191 $8.8M
Carret Asset Management, LLC 1.02% Reduce -0.9% 109,108 $8.7M
Elevation Point Wealth Partners, LLC 0.67% Add +29.1% 109,038 $8.7M
Rothschild Investment LLC 0.63% Reduce -1.3% 108,919 $8.7M
Oregon Public Employees Retirement Fund 0.17% Reduce -57.6% 107,542 $8.6M
Romano Brothers and Company 1.17% Reduce -0.4% 106,789 $8.5M
Advisors Asset Management, Inc. 0.16% Reduce -0.9% 106,636 $8.5M
Dakota Wealth Management 0.21% Add +99.5% 106,114 $8.5M
GTS Securities LLC 0.23% Reduce -49.6% 106,099 $8.5M
BTC Capital Management, Inc. 0.77% — 105,469 $8.4M
Patrick Mauro Investment Advisor, INC. 4.77% Add +1.0% 105,151 $8.4M
WoodTrust Financial Corp 1.32% Add +31.4% 104,722 $8.4M
Moran Wealth Management, LLC 0.27% Add +363.4% 104,684 $8.3M
Gotham Asset Management 0.13% Reduce -16.4% 104,116 $8.3M
Sompo Asset Management Co., Ltd. 1.35% Add +11.9% 103,684 $8.3M
Blume Capital Management, Inc. 2.02% Add +13.0% 103,655 $8.3M
Townsquare Capital LLC 0.12% Add +3.4% 103,341 $8.2M
Thompson Investment Management, Inc. 1.25% Add +0.3% 103,195 $8.2M
NorthCrest Asset Manangement, LLC 0.28% Reduce -3.5% 102,810 $8.2M
Cyrus J. Lawrence, LLC 1.82% — 102,616 $8.2M
White Pine Investment CO 2.41% Add +0.2% 102,505 $8.2M
Pettyjohn, Wood & White, Inc. 1.63% Add +0.4% 102,402 $8.2M
Addenda Capital Inc. 0.31% Reduce -5.2% 101,329 $8.1M
MAI Capital Management 0.08% Add +3.8% 100,641 $8.0M
Drexel Morgan & Co. 1.65% Add +0.2% 100,265 $8.0M
Linscomb Wealth, Inc. 0.41% Reduce -1.6% 100,126 $8.0M
Nicholas Company, Inc. 0.13% No change 99,945 $8.0M
D. E. Shaw & Co. 0.01% Reduce -21.8% 99,919 $8.0M
NewSquare Capital LLC 0.70% Reduce -0.1% 101,245 $8.0M
Patton Albertson Miller Group, LLC 1.19% Add +10.7% 99,606 $7.9M
Quantitative Investment Management, LLC 0.47% Reduce -35.5% 99,608 $7.9M
Florida Trust Wealth Management Co 0.27% Reduce -3.1% 97,952 $7.8M
MainStreet Investment Advisors LLC 0.94% Reduce -1.5% 97,945 $7.8M
Tredje AP-fonden 0.08% Reduce -52.0% 97,860 $7.8M
Groupama Asset Managment 0.14% Reduce -32.6% 71,646 $7.8M
Lorne Steinberg Wealth Management Inc. 2.43% Add +0.3% 97,742 $7.8M
Bogart Wealth, LLC 0.40% Reduce -0.0% 97,584 $7.8M
Y-Intercept (Hong Kong) Ltd 0.59% Add +27.9% 97,556 $7.8M
Atria Investments, Inc 0.11% Add +1.4% 97,348 $7.8M
Soltis Investment Advisors LLC 0.87% Add +6.3% 97,053 $7.7M
Baker Chad R 1.64% Add +0.5% 96,605 $7.7M
Ironwood Investment Counsel, LLC 1.34% Reduce -0.6% 96,400 $7.7M
Core Alternative Capital 1.38% Reduce -14.3% 96,247 $7.7M
Kentucky Retirement Systems 0.23% Reduce -7.0% 95,570 $7.6M
JARISLOWSKY, FRASER Ltd 0.04% Reduce -10.3% 94,545 $7.5M
Argent Trust Co 0.34% Reduce -1.3% 94,387 $7.5M
Kestra Private Wealth Services, LLC 0.17% Reduce -3.3% 94,282 $7.5M
Financial Counselors Inc. 0.13% Reduce -1.4% 93,726 $7.5M
Henshaw Capital LLC 0.35% Reduce -73.3% 93,000 $7.4M
Vision Capital Management, Inc. 1.10% Reduce -0.2% 92,873 $7.4M
Employees Retirement System of Texas 0.08% Reduce -39.7% 92,640 $7.4M
Farmers National Bank 2.20% Add +7.8% 92,364 $7.4M
Novare Capital Management LLC 0.65% New 90,302 $7.2M
AlTi Global, Inc. 0.20% Add +2342.3% 89,414 $7.1M
Haverford Financial Services, Inc. 2.05% Reduce -8.1% 89,375 $7.1M
First American Trust, FSB 0.74% Add +4.5% 88,791 $7.1M
McKinley Capital Management LLC 0.85% No change 88,480 $7.1M
Lombard Odier Asset Management (Switzerland) SA 0.50% Add +175.2% 88,348 $7.0M
Level Four Advisory Services, LLC 0.39% Add +0.9% 88,879 $7.0M
Courier Capital LLC 0.51% Reduce -1.1% 87,677 $7.0M
XML Financial, LLC 0.71% Reduce -20.3% 87,230 $7.0M
CenterBook Partners LP 0.48% Reduce -50.1% 86,589 $6.9M
O'shaughnessy Asset Management, LLC 0.08% Add +34.9% 86,556 $6.9M
Atlantic Union Bankshares Corp 0.58% Reduce -0.1% 86,265 $6.9M
Poehling Capital Management, INC. 1.84% Reduce -0.2% 86,220 $6.9M
Goelzer Investment Management, Inc. 0.39% Reduce -5.0% 85,971 $6.9M
Maryland State Retirement & Pension System 0.14% Add +0.8% 100,542 $6.8M
Bedell Frazier Investment Counselling, LLC 1.70% Reduce -10.8% 85,427 $6.8M
Allianz SE 0.21% — 84,738 $6.8M
Banco Santander, S.A. 0.08% Reduce -4.0% 84,307 $6.7M
WealthBridge Investment Counsel Inc. 2.49% Reduce -2.0% 84,233 $6.7M
Oak Asset Management, LLC 2.51% Add +3.6% 84,028 $6.7M
Culbertson A N & Co. Inc. 1.16% Reduce -5.4% 84,028 $6.7M
Orion Porfolio Solutions, LLC 0.07% Add +5.2% 82,922 $6.6M
Orion Portfolio Solutions, LLC 0.07% Add +5.2% 82,922 $6.6M
Menlo Advisors LLC 3.77% Reduce -2.7% 82,524 $6.6M
Snowden Capital Advisors LLC 0.21% Reduce -38.5% 82,461 $6.6M
HUB Investment Partners, LLC 0.36% Add +2.1% 81,923 $6.5M
Atwater Malick LLC 2.29% Reduce -2.3% 81,303 $6.5M
Hartford Investment Management Co. 0.23% Reduce -6.1% 81,268 $6.5M
Punch & Associates Investment Management, Inc. 0.37% Reduce -2.7% 81,246 $6.5M
U.S. Capital Wealth Advisors, LLC 0.25% Add +0.9% 81,115 $6.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.8% 81,090 $6.5M
New England Asset Management Inc. 1.04% Add +4.3% 80,780 $6.4M
Toth Financial Advisory Corp. 0.80% Add +2.2% 80,459 $6.4M
American Assets Investment Management, LLC 0.61% No change 80,000 $6.4M
Prime Capital Investment Advisors, LLC 0.09% Reduce -32.2% 79,851 $6.4M
Stephens Inc. 0.10% Reduce -48.0% 79,081 $6.3M
Marex Group Ltd 0.20% Reduce -12.6% 78,984 $6.3M
Hunter Perkins Capital Management, LLC 1.29% Reduce -4.5% 78,945 $6.3M
Advisory Services Network, LLC 0.14% Reduce -3.8% 78,687 $6.3M
Cubic Asset Management, LLC 1.47% Add +1.1% 78,038 $6.2M
Webster Bank, N. A. 0.69% Reduce -3.4% 77,836 $6.2M
Sand Hill Global Advisors, LLC 0.29% Reduce -0.7% 77,809 $6.2M
Capital Analysts, LLC 0.29% Add +3.5% 77,749 $6.2M
Hudson Edge Investment Partners Inc. 1.21% Add +8.1% 77,669 $6.2M
Borer Denton & Associates, Inc. 2.19% Reduce -0.3% 77,641 $6.2M
Old North State Wealth Management, LLC 4.04% Add +1.9% 77,498 $6.2M
Telos Capital Management, Inc. 0.70% New 77,313 $6.2M
First Hawaiian Bank 0.19% Add +14.1% 77,089 $6.1M
Glassy Mountain Advisors, Inc. 2.27% Reduce -0.6% 75,503 $6.0M
GHP Investment Advisors, Inc. 0.30% Add +0.7% 75,219 $6.0M
Stablepoint Partners, LLC 1.21% Add +3.9% 74,766 $6.0M
Royal Fund Management, LLC 0.68% Add +6.6% 74,233 $5.9M
LMCG Investments, LLC 0.35% Reduce -5.6% 74,173 $5.9M
Securian Asset Management, Inc. 0.17% Reduce -8.8% 74,121 $5.9M
Avantax Advisory Services, Inc. 0.05% Reduce -46.4% 74,091 $5.9M
Commerce Bank 0.04% Add +2.1% 73,854 $5.9M
Bessemer Group Inc. 0.01% Add +55.5% 73,343 $5.8M
Louisiana State Employees Retirement System 0.11% Reduce -5.7% 73,300 $5.8M
Hemenway Trust Co LLC 0.51% Reduce -35.5% 73,290 $5.8M
Farmers Trust Co. 1.17% Add +21.4% 72,880 $5.8M
tru Independence LLC 1.71% Reduce -0.9% 72,784 $5.8M
First Citizens Bank & Trust Co. 0.11% Add +36.3% 72,412 $5.8M
Lido Advisors, LLC 0.05% Add +19.2% 71,771 $5.7M
Callahan Advisors, LLC 0.60% Add +1.4% 71,423 $5.7M
Wealthfront Advisers LLC 0.02% Add +33.2% 71,417 $5.7M
Fisher Asset Management 0.00% Add +4.8% 71,100 $5.7M
Cwm, LLC 0.03% Reduce -1.5% 70,985 $5.7M
Whittier Trust Co. of Nevada Inc. 0.16% Add +0.9% 70,854 $5.7M
Regal Investment Advisors LLC 0.39% Add +1.6% 70,733 $5.6M
J.P. Marvel Investment Advisors, LLC 0.98% Add +4.0% 70,692 $5.6M
Cary Street Partners Asset Management LLC 0.87% Reduce -3.6% 70,397 $5.6M
Shorepoint Capital Partners LLC 1.37% Add +1.7% 70,163 $5.6M
Neville Rodie & Shaw Inc. 0.43% Reduce -16.1% 70,135 $5.6M
B. Riley Wealth Advisors, Inc. 0.15% Add +29.3% 79,876 $5.6M
Stock Yards Bank & Trust Co. 0.18% Add +47.8% 69,635 $5.6M
SFE Investment Counsel 1.25% Add +7.0% 69,444 $5.5M
LS Investment Advisors, LLC 0.88% Reduce -7.8% 69,369 $5.5M
Somerville Kurt F 0.94% Reduce -26.1% 69,038 $5.5M
DCM Advisors, LLC 2.26% Reduce -14.4% 68,854 $5.5M
Birch Capital Management, LLC 2.85% Add +10.6% 68,806 $5.5M
Harbour Trust & Investment Management Co 0.69% Reduce -2.5% 68,551 $5.5M
Royce & Associates LP 0.05% No change 68,500 $5.5M
Boston Research & Management Inc. 1.35% Add +1.3% 68,308 $5.4M
Patrick M Sweeney & Associates, Inc. 4.47% Add +0.3% 68,213 $5.4M
SVB Wealth LLC 0.12% Reduce -5.1% 68,140 $5.4M
NewEdge Advisors, LLC 0.05% Add +13.8% 68,092 $5.4M
Legato Capital Management LLC 0.65% No change 67,505 $5.4M
Geneos Wealth Management Inc. 0.24% Reduce -0.7% 66,992 $5.3M
Sandy Spring Bank 0.24% Reduce -11.6% 66,460 $5.3M
Man Group plc 0.01% Reduce -90.9% 66,314 $5.3M
Atria Wealth Solutions, Inc. 0.06% Reduce -7.3% 66,178 $5.3M
Hennessy Advisors Inc. 0.22% No change 66,100 $5.3M
Modera Wealth Management, LLC 0.08% Reduce -2.1% 66,071 $5.3M
GLOBALT Investments LLC / GA 0.21% Reduce -2.4% 65,889 $5.3M
Benjamin F. Edwards & Company, Inc. 0.09% Reduce -1.4% 65,467 $5.2M
Credit Agricole S A 0.09% Add +32.0% 74,926 $5.2M
Brookstone Capital Management 0.09% Add +3.3% 65,157 $5.2M
Woodstock Corp. 0.54% Reduce -2.0% 65,108 $5.2M
Welch & Forbes LLC 0.07% Reduce -42.0% 64,953 $5.2M
New Mexico Educational Retirement Board 0.19% Reduce -3.0% 64,677 $5.2M
Ethic Inc. 0.13% Add +7.8% 64,032 $5.1M
Quantinno Capital Management LP 0.11% Add +77.8% 63,463 $5.1M
Siemens Fonds Invest GmbH 0.39% Reduce -1.1% 62,698 $5.0M
Meritage Portfolio Management 0.32% Reduce -5.6% 62,599 $5.0M
Stratos Wealth Partners, LTD. 0.08% Add +1.4% 62,140 $5.0M
Strategic Wealth Partners, Ltd. 0.54% Add +6.2% 61,939 $4.9M
KMG Fiduciary Partners, LLC 0.51% Reduce -6.2% 61,515 $4.9M
Compass Wealth Management LLC 1.23% Reduce -14.7% 61,420 $4.9M
Lake Street Private Wealth, LLC 0.68% Add +8.3% 61,201 $4.9M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -37.7% 61,135 $4.9M
Iowa State Bank 1.08% Add +5.7% 60,998 $4.9M
Cheviot Value Management, LLC 1.07% Reduce -4.0% 60,974 $4.9M
Garland Capital Management Inc. 3.20% Reduce -0.4% 60,650 $4.8M
Westside Investment Management, Inc. 1.16% Reduce -3.1% 60,498 $4.8M
Rwa Wealth Partners, LLC 0.06% Reduce -5.5% 60,449 $4.8M
Hall Laurie J Trustee 1.69% Add +0.5% 60,318 $4.8M
Visionary Wealth Advisors 0.32% Add +1.6% 60,179 $4.8M
Hohimer Wealth Management, LLC 1.11% Reduce -0.7% 59,400 $4.7M
Arjuna Capital 1.34% Add +3.9% 59,271 $4.7M
River Wealth Advisors LLC 0.68% Add +7.2% 58,931 $4.7M
North Star Investment Management Corp. 0.34% Reduce -3.6% 58,895 $4.7M
Canandaigua National Bank & Trust Co. 0.69% Reduce -2.5% 58,291 $4.6M
Tidal Investments LLC 0.08% Reduce -26.6% 57,699 $4.6M
Butensky & Cohen Financial Security, Inc. 1.43% Add +1.3% 57,548 $4.6M
Hamilton Capital Partners Inc. 0.55% New 57,386 $4.6M
Independent Advisor Alliance 0.16% Reduce -12.4% 56,910 $4.5M
Shelton Capital Management 0.13% Add +0.9% 56,902 $4.5M
Prio Wealth Limited Partnership 0.13% Reduce -5.1% 56,813 $4.5M
Hills Bank & Trust Co 0.38% Add +0.4% 56,798 $4.5M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -3.1% 56,682 $4.5M
Keel Point, LLC 0.47% Add +17.8% 56,627 $4.5M
Exencial Wealth Advisors, LLC 0.17% Add +0.3% 56,459 $4.5M
Thematics Asset Management 0.19% Reduce -15.6% 56,312 $4.5M
Alexander Randolph Advisory, Inc. 3.90% Add +0.1% 55,896 $4.5M
Paragon Capital Management LLC 2.40% Reduce -1.3% 55,793 $4.5M
Beacon Pointe Advisors, LLC 0.05% Reduce -13.8% 55,636 $4.4M
McGinn Penninger Investment Management, Inc. 2.89% Reduce -1.0% 55,303 $4.4M
Ostrum Asset Management 0.35% Add +1.4% 55,047 $4.4M
Ingalls & Snyder LLC 0.20% Reduce -5.4% 54,914 $4.4M
Foster & Motley Inc. 0.30% Reduce -11.6% 54,901 $4.4M
German American Bancorp, Inc. 0.53% Add +17.0% 54,823 $4.4M
Bridge Creek Capital Management LLC 1.40% Add +1.0% 54,822 $4.4M
Mengis Capital Management, Inc. 0.67% Reduce -7.8% 54,009 $4.3M
Savant Capital, LLC 0.05% Add +81.6% 53,566 $4.3M
E. Ohman J:or Asset Management AB 0.11% Add +2.9% 52,900 $4.2M
RBA Wealth Management, LLC 1.71% Add +3.0% 52,815 $4.2M
Johnson Investment Counsel Inc. 0.05% Reduce -0.2% 52,780 $4.2M
TrinityPoint Wealth, LLC 0.69% Reduce -52.3% 52,278 $4.2M
Keating Investment Counselors Inc. 1.33% Reduce -15.2% 51,884 $4.1M
Stamos Capital Partners, L.P. 0.94% Add +21.7% 51,870 $4.1M
Shell Asset Management Co. 0.19% Add +7.8% 69,834 $4.1M
Sonora Investment Management Group, LLC 0.33% Add +0.4% 51,676 $4.1M
Selway Asset Management 1.65% Reduce -0.1% 51,641 $4.1M
Lane Generational LLC 4.82% Reduce -5.0% 51,211 $4.1M
Ledyard National Bank 0.39% Reduce -10.4% 51,064 $4.1M
Metropolitan Life Insurance Co 0.18% Reduce -2.9% 50,757 $4.0M
Huntington National Bank 0.04% Reduce -3.2% 50,231 $4.0M
NBT Bank, N.A. 0.29% Reduce -2.4% 50,124 $4.0M
Ulysses Management LLC 0.86% Add +25.0% 50,000 $4.0M
AE Wealth Management LLC 0.04% Reduce -79.1% 49,965 $4.0M
Ieq Capital, LLC 0.06% Add +6.6% 49,887 $4.0M
Bontempo Ohly Capital Mgmt LLC 1.93% Add +14.1% 49,510 $3.9M
ClariVest Asset Management LLC 0.41% Reduce -69.5% 49,250 $3.9M
Equitable Holdings, Inc. 0.04% Add +10.3% 49,248 $3.9M
HBK Sorce Advisory LLC 0.14% Add +1.4% 49,205 $3.9M
Radnor Capital Management, LLC 0.67% Reduce -2.1% 49,169 $3.9M
Sigma Planning Corp 0.12% Add +119.0% 48,976 $3.9M
Vinva Investment Management Ltd 0.22% Add +10.1% 48,873 $3.9M
SOL Capital Management CO 0.49% Reduce -1.6% 48,747 $3.9M
Wedbush Securities Inc. 0.14% Reduce -2.3% 48,675 $3.9M
Intech Investment Management LLC 0.05% Reduce -83.1% 48,340 $3.9M
Edmp, Inc. 3.21% Add +0.3% 48,260 $3.8M
Evercore Wealth Management, LLC 0.06% Reduce -8.5% 48,233 $3.8M
Apollon Wealth Management, LLC 0.12% Reduce -4.3% 47,180 $3.8M
Avitas Wealth Management LLC 0.57% Add +0.8% 47,064 $3.8M
Fulton Bank, N.A. 0.15% Reduce -3.2% 47,059 $3.8M
Empirical Finance, LLC 0.23% Add +3.4% 46,735 $3.7M
Plimoth Trust Co. LLC 0.99% Add +2.0% 46,463 $3.7M
Court Place Advisors, LLC 1.19% Reduce -9.1% 46,388 $3.7M
SYSTM Wealth Solutions LLC 0.46% Add +12.9% 45,787 $3.7M
Principal Securities, Inc. 0.11% Add +11.1% 45,531 $3.6M
Arkadios Wealth Advisors 0.28% Add +9.5% 45,420 $3.6M
Bradley Foster & Sargent Inc. 0.07% Reduce -1.9% 45,416 $3.6M
Benedict Financial Advisors Inc. 0.92% Add +2.0% 45,415 $3.6M
AllGen Financial Advisors, Inc. 1.47% Add +1.5% 45,408 $3.6M
Meiji Yasuda Asset Management Co Ltd. 0.15% Add +8.7% 45,295 $3.6M
Fernwood Investment Management, LLC 1.05% Reduce -11.3% 45,211 $3.6M
Trajan Wealth LLC 0.24% — 44,966 $3.6M
IFG Advisory, LLC 0.27% Reduce -9.1% 44,871 $3.6M
Neumann Capital Management, LLC 1.27% Add +4.5% 44,616 $3.6M
Panagora Asset Management Inc. 0.02% Reduce -9.2% 44,520 $3.6M
Excalibur Management Corp. 1.50% Add +0.4% 44,258 $3.5M
Norinchukin Bank, The 0.11% Reduce -3.2% 44,121 $3.5M
Estabrook Capital Management 0.54% Reduce -0.2% 43,990 $3.5M
Vestcor Inc 0.12% Reduce -7.8% 43,914 $3.5M
Metis Global Partners, LLC 0.13% Reduce -6.0% 43,805 $3.5M
Bridgeway Capital Management, LLC 0.07% No change 43,800 $3.5M
NJ State Employees Deferred Compensation Plan 0.44% No change 43,766 $3.5M
Mutual Advisors, LLC 0.11% Add +30.2% 43,704 $3.5M
Pitcairn Co. 0.23% Add +5.5% 43,606 $3.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.29% No change 43,503 $3.5M
Long Run Wealth Advisors, LLC 0.91% Add +5.1% 43,436 $3.5M
Wright Investors Service Inc. 0.87% Reduce -0.2% 43,236 $3.4M
Clark Estates Inc. 0.57% No change 43,175 $3.4M
Praxis Investment Management Inc. 0.23% No change 43,164 $3.4M
Wolverine Trading, LLC 0.03% Reduce -15.7% 43,050 $3.4M
Credential Qtrade Securities Inc. 0.18% Reduce -3.4% 42,913 $3.4M
Jackson Hole Capital Partners, LLC 0.77% Add +4.3% 42,321 $3.4M
Virginia Wealth Management Group, Inc. 2.76% Add +2.4% 42,317 $3.4M
Waterloo Capital, L.P. 0.43% Add +32.1% 42,156 $3.4M
Graphene Investments SAS 2.02% No change 42,100 $3.4M
Spinnaker Trust 0.22% Add +0.3% 41,874 $3.3M
Kanawha Capital Management LLC 0.27% Reduce -6.9% 41,722 $3.3M
Community Bank, N.A. 0.44% Add +1.1% 41,653 $3.3M
Resonant Capital Advisors, LLC 0.28% Add +0.9% 41,546 $3.3M
Kentucky Retirement Systems Insurance Trust Fund 0.23% Reduce -9.2% 41,530 $3.3M
Crescent Sterling, Ltd. 2.98% Reduce -0.1% 41,061 $3.3M
Citizens Business Bank 0.68% Reduce -2.5% 40,931 $3.3M
First National Trust Co 0.13% Reduce -4.7% 40,890 $3.3M
Tiaa Trust, National Association 0.01% Add +0.9% 40,844 $3.3M
Barnett & Company, Inc. 2.21% Reduce -3.2% 40,499 $3.2M
Dynamic Advisor Solutions LLC 0.11% Reduce -27.2% 40,405 $3.2M
Sequoia Financial Advisors, LLC 0.04% Reduce -86.1% 40,387 $3.2M
Bokf, NA 0.06% Reduce -1.9% 40,206 $3.2M
Archer Investment Corp 0.96% Reduce -1.8% 40,068 $3.2M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -1.8% 39,934 $3.2M
Northwest & Ethical Investments L.P. 0.09% Reduce -23.3% 39,892 $3.2M
Highlander Capital Management, LLC 1.24% Reduce -0.6% 39,350 $3.1M
Horan Capital Advisors, LLC. 1.11% Add +0.1% 39,075 $3.1M
Alberta Investment Management Corp 0.03% Reduce -21.0% 39,000 $3.1M
Narwhal Capital Management 0.30% Reduce -26.6% 38,579 $3.1M
Roanoke Asset Management Corp./ NY 1.02% Reduce -0.8% 38,463 $3.1M
Headinvest, LLC 0.60% Reduce -5.2% 38,462 $3.1M
MIdWestOne Financial Group, Inc. 0.55% Add +4.8% 38,202 $3.0M
United Services Automobile Association 0.07% No change 38,141 $3.0M
Trust Co. of Toledo NA 0.47% Add +6.8% 38,092 $3.0M
Perkins Coie Trust Co 0.71% Reduce -0.4% 38,021 $3.0M
apricus wealth, LLC 2.13% Add +6.0% 38,012 $3.0M
IHT Wealth Management, LLC 0.12% Add +9.5% 37,988 $3.0M
Cambridge Trust Co. 0.11% Add +2.3% 37,892 $3.0M
Elgethun Capital Management 0.76% Reduce -0.5% 38,017 $3.0M
Argyle Capital Management, LLC 1.16% Reduce -1.9% 37,636 $3.0M
Summit Place Financial Advisors, LLC 1.75% Add +0.1% 37,466 $3.0M
Diversify Advisory Services, LLC 0.18% — 37,545 $3.0M
Motley Fool Asset Management LLC 0.19% Add +4.9% 37,181 $3.0M
SeaBridge Investment Advisors LLC 0.77% Reduce -20.9% 36,762 $2.9M
Pacifica Partners Inc. 1.30% Reduce -0.7% 37,090 $2.9M
Morton Community Bank 0.84% Add +6.6% 36,634 $2.9M
SeaCrest Wealth Management, LLC 0.36% Reduce -14.0% 36,627 $2.9M
Creegan & Nassoura Financial Group, LLC 1.94% No change 36,431 $2.9M
Heritage Investors Management Corp. 0.10% Add +0.2% 36,319 $2.9M
Woodley Farra Manion Portfolio Management Inc. 0.16% Reduce -7.7% 36,189 $2.9M
UMB Bank, n.a. 0.05% Reduce -12.1% 36,149 $2.9M
Sigma Investment Counselors Inc. 0.18% Reduce -0.4% 35,632 $2.8M
PKO Investment Management Joint-Stock Co 0.34% Reduce -7.8% 35,300 $2.8M
Wintrust Investments LLC 0.25% Reduce -2.8% 35,243 $2.8M
Plato Investment Management Ltd 0.29% Add +780.6% 35,188 $2.8M
J. W. Coons Advisors, LLC 0.49% Reduce -1.2% 35,165 $2.8M
Choate Investment Advisors 0.08% Reduce -29.3% 35,003 $2.8M
Viking Fund Management LLC 0.51% No change 35,000 $2.8M
Ahl Investment Management, Inc. 2.13% No change 34,736 $2.8M
D L Carlson Investment Group Inc. 0.54% Reduce -3.2% 34,681 $2.8M
Round Rock Advisors LLC 0.66% Reduce -14.4% 34,552 $2.8M
Horizon Investments, LLC 0.07% Add +49.9% 34,874 $2.8M
HighPoint Advisor Group LLC 0.19% Reduce -0.5% 48,743 $2.8M
Cox Capital Mgt LLC 1.70% Reduce -0.0% 34,492 $2.8M
Cumberland Partners Ltd 0.20% Reduce -5.3% 34,469 $2.7M
Alaska Permanent Fund Corp 0.04% Add +4.0% 34,278 $2.7M
Equitable Trust Co. 0.19% Add +25.6% 34,256 $2.7M
Cullen Investment Group, LTD. 0.43% Reduce -12.0% 37,001 $2.7M
RBF Capital, LLC 0.15% No change 34,189 $2.7M
Rakuten Investment Management, Inc. 0.02% Add +973.2% 34,086 $2.7M
StoneX Group Inc. 0.24% Add +23.7% 33,929 $2.7M
Rossmore Private Capital 0.35% Reduce -1.0% 33,892 $2.7M
Thor Investment Management Inc. /Oh/ 2.14% Add +3.8% 33,848 $2.7M
Intact Investment Management Inc. 0.11% Reduce -60.8% 33,800 $2.7M
Central Pacific Bank - Trust Division 0.35% — 33,837 $2.7M
Uncommon Cents Investing LLC 0.82% Add +0.3% 33,585 $2.7M
Signet Investment Advisory Group, Inc. 1.46% Add +0.1% 33,584 $2.7M
Parsons Capital Management Inc. 0.18% Reduce -30.8% 33,531 $2.7M
CENTRAL TRUST Co 0.07% Reduce -4.7% 33,487 $2.7M
First Trust Direct Indexing L.P. 0.20% Add +7.4% 33,441 $2.7M
Prospera Financial Services Inc 0.08% Reduce -7.6% 33,365 $2.7M
Ashton Thomas Private Wealth, LLC 0.15% Reduce -5.7% 33,238 $2.7M
K.J. Harrison & Partners Inc 0.41% Reduce -37.6% 33,221 $2.6M
PFG Investments, LLC 0.16% Add +37.1% 33,208 $2.6M
Valeo Financial Advisors, LLC 0.09% Reduce -20.6% 39,035 $2.6M
Kornitzer Capital Management Inc. 0.05% Add +0.5% 33,162 $2.6M
Boston Partners 0.00% Reduce -37.5% 33,095 $2.6M
Capital International Sarl 0.09% Add +63.6% 33,051 $2.6M
Hartford Financial Management Inc. 0.56% Reduce -1.9% 32,980 $2.6M
Twin Lakes Capital Management, LLC 1.78% Add +0.5% 32,963 $2.6M
Cinctive Capital Management LP 0.14% New 32,931 $2.6M
Kintegral Advisory, LLC 0.26% Reduce -0.3% 32,925 $2.6M
AIA Group Ltd 0.09% New 32,805 $2.6M
Flagship Harbor Advisors, LLC 0.17% Reduce -7.8% 32,784 $2.6M
Vectors Research Management, LLC 0.74% Add +38.0% 32,743 $2.6M
Jacobi Capital Management LLC 0.24% Reduce -2.6% 32,678 $2.6M
Pring Turner Capital Group Inc. 1.90% Reduce -1.6% 32,612 $2.6M
Citizens Financial Group Inc. 0.09% Reduce -65.1% 32,591 $2.6M
Delta Financial Advisors LLC 1.03% Add +2.6% 32,574 $2.6M
Global Retirement Partners, LLC 0.10% Add +2.3% 32,567 $2.6M
Twin Capital Management Inc. 0.32% Reduce -6.2% 32,506 $2.6M
Integrated Wealth Concepts LLC 0.04% Add +6.5% 32,459 $2.6M
MMBG Investment Advisors Co. 0.27% No change 32,235 $2.6M
Loudon Investment Management, LLC 1.47% Add +42.0% 31,986 $2.6M
NEOS Investment Management LLC 0.16% Add +75.8% 31,986 $2.6M
Orca Investment Management, LLC 2.38% Add +60.9% 31,925 $2.5M
Paloma Partners Management Co 0.53% New 31,913 $2.5M
Wellington Shields & Co., LLC 0.85% Reduce -1.2% 31,877 $2.5M
Greenup Street Wealth Management LLC 0.63% Add +189.3% 31,601 $2.5M
Bleakley Financial Group, LLC 0.07% Reduce -2.8% 31,542 $2.5M
Beddow Capital Management Inc. 1.13% New 31,500 $2.5M
Jamison Private Wealth Management, Inc. 0.42% Reduce -3.8% 31,449 $2.5M
Simplicity Wealth,LLC 0.06% New 31,431 $2.5M
Robinson Value Management, Ltd. 1.67% Reduce -16.7% 31,170 $2.5M
Principle Wealth Partners LLC 0.19% Add +2.8% 31,040 $2.5M
Ziegler Capital Management, LLC 0.09% Reduce -5.2% 31,585 $2.5M
Peoples Bank 1.92% Reduce -5.9% 30,707 $2.4M
Ontario Teachers Pension Plan Board 0.02% Reduce -11.0% 30,669 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +10.3% 30,591 $2.4M
Sowell Financial Services LLC 0.12% Reduce -1.6% 30,568 $2.4M
Alkeme Wealth, LLC 1.12% Add +0.7% 32,924 $2.4M
Roberts Glore & Co. Inc. 0.73% Reduce -0.2% 30,455 $2.4M
Pathway Financial Advisers, LLC 0.87% Add +0.6% 30,357 $2.4M
Greenleaf Trust 0.02% Add +7.4% 30,350 $2.4M
Burney Co./ 0.09% Reduce -5.8% 30,043 $2.4M
Inlet Private Wealth, LLC 0.67% No change 30,000 $2.4M
AMG National Trust Bank 0.07% Reduce -2.7% 29,972 $2.4M
Crestwood Advisors Group, LLC 0.05% Add +4.0% 29,958 $2.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.98% Add +7.5% 29,944 $2.4M
UniSuper Management Pty Ltd 0.02% Reduce -77.6% 29,847 $2.4M
Continuum Advisory, LLC 0.36% Add +33.9% 42,688 $2.4M
Caprock Group, LLC 0.14% Reduce -0.5% 29,771 $2.4M
Perigon Wealth Management, LLC 0.07% Reduce -7.0% 29,599 $2.4M
Beach Investment Counsel Inc. 0.29% No change 29,656 $2.3M
Vaughan Nelson Investment Management, L.P. 0.02% No change 29,365 $2.3M
Lynch & Associates 0.54% Reduce -1.9% 29,326 $2.3M
Norway Savings Bank 0.97% Reduce -9.2% 29,217 $2.3M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -2.7% 29,206 $2.3M
Lazard Freres Gestion S.A.S. 0.06% Add +0.7% 29,196 $2.3M
Degroof Petercam Asset Management 0.03% No change 29,000 $2.3M
Summit X, LLC 0.59% Add +5.1% 28,977 $2.3M
Mgo One Seven LLC 0.12% Reduce -15.8% 28,942 $2.3M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +7.6% 28,854 $2.3M
Adell Harriman & Carpenter Inc. 0.19% Reduce -23.6% 28,842 $2.3M
MSH Capital Advisors LLC 0.81% Reduce -2.6% 28,762 $2.3M
Unigestion Holding SA 0.11% No change 28,667 $2.3M
Redwood Investment Management, LLC 0.22% Add +660.1% 28,639 $2.3M
LYNX Capital Group Ltd. 1.54% Add +15.1% 28,544 $2.3M
Essex Financial Services, Inc. 0.21% Reduce -4.7% 28,538 $2.3M
CGN Advisors LLC 0.29% Add +1.2% 28,450 $2.3M
Bollard Group LLC 0.07% Add +0.7% 28,377 $2.3M
Lipe & Dalton 1.16% Add +0.9% 28,265 $2.3M
Signaturefd, LLC 0.05% Add +8.5% 28,211 $2.3M
Cornerstone Advisors, LLC 0.09% No change 28,000 $2.2M
Westpac Banking Corp. 0.17% Reduce -35.1% 27,869 $2.2M
Northcape Wealth Management, LLC 0.81% Reduce -1.9% 27,866 $2.2M
Searle & Co. 0.57% No change 27,830 $2.2M
PEAK6 Investments LLC 0.11% Reduce -42.8% 27,682 $2.2M
Citizens & Northern Corp. 0.75% Reduce -1.8% 27,665 $2.2M
Integrated Advisors Network LLC 0.11% Reduce -4.4% 27,663 $2.2M
Sentinel Trust Co. Lba 0.28% No change 27,607 $2.2M
Eagle Asset Management Inc. 0.01% Reduce -3.0% 27,606 $2.2M
Strategic Advisors LLC 0.43% Reduce -0.1% 27,523 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -1.0% 27,515 $2.2M
Capital City Trust Co. 0.61% Reduce -9.0% 27,454 $2.2M
Affinity Investment Advisors, LLC 1.60% Add +1.1% 27,425 $2.2M
Naples Global Advisors, LLC 0.22% Reduce -28.1% 27,374 $2.2M
1832 Asset Management L.P. 0.00% Reduce -15.2% 27,126 $2.2M
Retirement Planning Co of New England, Inc. 1.18% Reduce -7.5% 27,002 $2.2M
Axxcess Wealth Management, LLC 0.06% Add +24.0% 26,996 $2.2M
Nations Financial Group Inc, /Ia/ 0.18% Reduce -8.7% 26,993 $2.2M
Park Avenue Securities LLC 0.03% Add +3.2% 26,985 $2.2M
Kovack Advisors, Inc. 0.26% Add +6.7% 26,961 $2.2M
Sage Mountain Advisors LLC 0.22% Add +1.6% 26,953 $2.1M
Independent Financial Group, LLC 0.10% Reduce -0.9% 26,634 $2.1M
Eudaimonia Partners, LLC 0.50% Reduce -0.3% 26,525 $2.1M
Zurich Insurance Group Ltd 0.02% New 26,500 $2.1M
Meiji Yasuda Life Insurance Co 0.04% Add +14.2% 26,447 $2.1M
Wealth Advisors of Tampa Bay, LLC 0.99% Reduce -3.3% 26,236 $2.1M
Ossiam 0.04% Reduce -40.2% 26,211 $2.1M
Anchor Investment Management, LLC 0.22% Add +9.6% 26,182 $2.1M
Curbstone Financial Management Corp 0.45% Reduce -2.8% 26,136 $2.1M
Lantern Wealth Advisors, LLC 1.46% Add +5.0% 26,270 $2.1M
Good Life Advisors, LLC 0.18% Reduce -1.9% 25,968 $2.1M
Cidel Asset Management Inc. 0.16% Add +5.4% 25,926 $2.1M
Perpetual Ltd 0.02% Reduce -36.2% 25,797 $2.1M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -9.5% 25,794 $2.1M
Mezzasalma Advisors, LLC 0.97% Add +688.7% 25,783 $2.1M
Lakewood Asset Management LLC 1.40% Reduce -3.0% 25,765 $2.1M
Lincoln National Corp. 0.03% Reduce -0.8% 25,714 $2.1M
Bailard, Inc. 0.06% Reduce -78.3% 25,629 $2.0M
TD Private Client Wealth LLC 0.07% Add +24.6% 25,626 $2.0M
Palouse Capital Management, Inc. 1.34% Reduce -5.0% 25,395 $2.0M
Personal Cfo Solutions, LLC 0.32% Add +5.7% 25,378 $2.0M
KKM Financial LLC 0.98% Add +28.1% 25,248 $2.0M
Triangle Securities Wealth Management 0.57% Reduce -0.6% 25,106 $2.0M
ARS Wealth Advisors Group, LLC 0.27% Reduce -48.4% 25,098 $2.0M
Montag A & Associates Inc. 0.10% Reduce -8.7% 25,009 $2.0M
World Equity Group, Inc. 0.41% Reduce -0.8% 24,998 $2.0M
Alliance Wealth Advisors, LLC 1.26% Add +0.3% 24,957 $2.0M
Brown, Lisle/Cummings, Inc. 0.68% Add +0.2% 24,933 $2.0M
HB Wealth Management, LLC 0.02% Add +3.5% 24,758 $2.0M
Valley National Advisers Inc. 0.30% Reduce -6.0% 24,696 $2.0M
Paradigm Asset Management Co. LLC 0.50% No change 24,600 $2.0M
Kingswood Wealth Advisors, LLC 0.23% Reduce -13.6% 24,546 $2.0M
Asset Dedication, LLC 0.15% Add +3.4% 24,356 $2.0M
Peddock Capital Advisors, LLC 0.51% Add +8.4% 24,400 $1.9M
Ransom Advisory, Ltd 1.04% — 24,399 $1.9M
Gries Financial LLC 0.32% Add +1.2% 24,342 $1.9M
LGT Group Foundation 0.05% Add +3.1% 24,203 $1.9M
Trustmark Bank Trust Department 0.16% Add +581.0% 24,047 $1.9M
Mechanics Bank Trust Department 0.28% Add +0.5% 24,036 $1.9M
Massachusetts Wealth Management 1.35% Add +0.2% 23,999 $1.9M
Chiron Capital Management, LLC 1.74% Reduce -16.0% 23,985 $1.9M
Greenwich Wealth Management LLC 0.15% Add +0.7% 23,946 $1.9M
Keynote Financial Services LLC 1.61% — 23,863 $1.9M
Capital Investment Advisory Services, LLC 0.20% Reduce -6.1% 23,754 $1.9M
Benin Management CORP 0.60% Reduce -7.7% 23,744 $1.9M
Herold Advisors, Inc. 0.46% Reduce -1.0% 23,724 $1.9M
Pine Valley Investments Ltd Liability Co 0.15% Reduce -0.3% 23,713 $1.9M
Everett Harris & Co. 0.03% Reduce -6.0% 23,695 $1.9M
Brevan Howard Capital Management LP 0.18% Reduce -0.6% 23,654 $1.9M
West Family Investments, Inc. 0.59% Add +0.9% 23,645 $1.9M
Mediolanum International Funds Ltd 0.03% — 23,689 $1.9M
Rehmann Capital Advisory Group 0.14% Add +1.9% 23,386 $1.9M
Independence Bank of Kentucky 0.56% Reduce -10.7% 23,357 $1.9M
BCGM Wealth Management, LLC 0.67% Reduce -0.5% 23,338 $1.9M
Addison Capital Co 0.92% Add +19.6% 23,336 $1.9M
Heritage Trust Co 0.25% Add +3.2% 23,327 $1.9M
Rodgers Brothers Inc. 0.25% Reduce -17.1% 23,306 $1.9M
Stolper Co 0.67% Add +3.8% 23,200 $1.9M
WCG Wealth Advisors LLC 0.15% Reduce -18.6% 23,198 $1.9M
Lombard Odier Asset Management (Europe) Ltd 0.18% Reduce -0.1% 23,172 $1.8M
Hilltop Holdings Inc. 0.20% Reduce -41.0% 22,951 $1.8M
Lineweaver Wealth Advisors, LLC 0.43% Add +9.4% 22,934 $1.8M
Group One Trading LLC 0.06% New 22,892 $1.8M
Byrne Asset Management LLC 1.47% Reduce -1.3% 22,777 $1.8M
Meridian Wealth Management, LLC 0.30% Reduce -7.3% 22,710 $1.8M
Premier Path Wealth Partners, LLC 0.34% Add +15.4% 22,707 $1.8M
Essex Bank 0.52% No change 22,872 $1.8M
Fidelis Capital Partners, LLC 0.27% Add +27.5% 22,599 $1.8M
Ceeto Capital Group, LLC 0.74% Reduce -5.7% 22,596 $1.8M
Fca Corp. 0.58% Add +1.5% 22,460 $1.8M
Secure Asset Management, LLC 0.42% Add +10.4% 22,445 $1.8M
Schwarz Dygos Wheeler Investment Advisors LLC 0.51% Add +2.7% 22,431 $1.8M
Sweet Financial Partners, LLC 0.41% Add +6.8% 22,402 $1.8M
Allworth Financial LP 0.01% Add +95.8% 22,355 $1.8M
ARGA Investment Management, LP 0.06% No change 22,349 $1.8M
Moody National Bank Trust Division 0.14% Add +0.7% 22,268 $1.8M
Farther Finance Advisors, LLC 0.11% Reduce -22.9% 22,188 $1.8M
Van Cleef Asset Management,Inc 0.22% Reduce -23.8% 22,096 $1.8M
KCM Investment Advisors LLC 0.07% Reduce -0.0% 22,095 $1.8M
Badgley Phelps Wealth Managers, LLC 0.04% Add +1.0% 22,076 $1.8M
Bellevue Group AG 0.03% Reduce -30.0% 22,066 $1.8M
Transatlantique Private Wealth LLC 0.77% Add +0.7% 22,014 $1.8M
Pensionfund Sabic 0.52% Reduce -4.3% 22,000 $1.8M
Granite Group Advisors, LLC 1.18% Reduce -0.6% 21,901 $1.7M
Two Sigma Investments, LP 0.00% Reduce -98.4% 21,900 $1.7M
FineMark National Bank & Trust 0.06% Add +1.7% 21,835 $1.7M
Boyar Asset Management Inc. 1.13% Reduce -0.9% 21,760 $1.7M
First Merchants Corp. 0.13% Reduce -5.0% 21,660 $1.7M
First City Capital Management, Inc. 0.96% Reduce -13.4% 21,655 $1.7M
Sawyer & Company, Inc 0.68% Reduce -1.0% 21,435 $1.7M
Ategra Capital Management, LLC 0.78% Reduce -17.1% 21,285 $1.7M
Bryn Mawr Trust Advisors, LLC 0.10% Reduce -16.3% 20,236 $1.7M
CHICAGO TRUST Co NA 0.35% Reduce -11.5% 21,100 $1.7M
Weaver Capital Management LLC 0.48% Add +29.4% 21,069 $1.7M
BigSur Wealth Management LLC 0.53% New 21,045 $1.7M
Beck Mack & Oliver LLC 0.03% Reduce -1.4% 21,039 $1.7M
Klein Pavlis & Peasley Financial, Inc. 1.50% Add +8.6% 20,846 $1.7M
Weik Capital Management 0.71% Reduce -0.4% 20,840 $1.7M
Great Valley Advisor Group, Inc. 0.05% Add +9.4% 20,836 $1.7M
Investment Management Corp of Ontario 0.05% Reduce -30.7% 20,736 $1.7M
Nomura Holdings Inc. 0.01% Reduce -69.8% 20,732 $1.7M
Investors Research Corp 0.39% Add +0.5% 20,717 $1.7M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -10.1% 20,635 $1.6M
Legacy Advisors, LLC 0.21% Reduce -36.9% 20,583 $1.6M
Wellington Shields Capital Management, LLC 0.31% Reduce -1.5% 20,452 $1.6M
Community Bank & Trust, Waco, Texas 0.40% Add +31.4% 20,431 $1.6M
Coldstream Capital Management Inc. 0.04% Add +3.7% 20,294 $1.6M
Sawgrass Asset Management LLC 0.18% Reduce -1.3% 20,267 $1.6M
Portfolio Design Labs, LLC 0.54% New 20,178 $1.6M
Smith, Moore & Co. 0.17% Reduce -31.9% 20,095 $1.6M
Jones Financial Companies LLLP 0.00% Add +96.9% 20,077 $1.6M
Tritonpoint Wealth, LLC 0.17% Reduce -20.0% 16,321 $1.6M
Shayne & Jacobs, LLC 0.43% Reduce -3.1% 19,985 $1.6M
Register Financial Advisors LLC 0.82% Reduce -2.9% 19,905 $1.6M
Greenfield Savings Bank 0.83% Add +1.4% 19,843 $1.6M
Cordgrass Capital Advisors, LLC 0.49% No change 19,765 $1.6M
Cetera Trust Company, N.A 0.95% Add +2.1% 19,743 $1.6M
Newman Dignan & Sheerar, Inc. 0.42% Reduce -11.9% 19,734 $1.6M
Delta Capital Management LLC 1.06% No change 19,740 $1.6M
Wealthspire Advisors, LLC 0.02% Reduce -11.6% 19,697 $1.6M
Family Legacy, Inc. 0.56% Add +3.4% 19,687 $1.6M
Hayek Kallen Investment Management 0.60% Reduce -0.2% 19,623 $1.6M
Global Trust Asset Management, LLC 0.64% Reduce -10.0% 19,587 $1.6M
Mendel Money Management 0.72% Add +2.2% 19,566 $1.6M
Missouri Trust & Investment Co 0.60% Add +3.7% 19,532 $1.6M
L.M. Kohn & Company 0.44% Reduce -3.4% 19,484 $1.6M
Diligent Investors, LLC 0.39% Reduce -0.9% 19,480 $1.6M
Cladis Investment Advisory, LLC 1.14% Reduce -0.9% 19,395 $1.5M
Sumitomo Life Insurance Co. 0.04% Reduce -3.8% 19,375 $1.5M
Alps Advisors Inc. 0.01% Reduce -3.2% 19,274 $1.5M
Mission Creek Capital Partners, Inc. 0.40% Add +2.7% 19,268 $1.5M
Profund Advisors LLC 0.06% Reduce -12.4% 19,251 $1.5M
Logan Capital Management Inc. 0.07% Add +1.0% 19,192 $1.5M
Delaney Dennis R 0.83% Reduce -19.9% 19,141 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -89.0% 19,138 $1.5M
Composition Wealth, LLC 0.04% Add +1.6% 19,133 $1.5M
Davis Capital Management 1.36% Add +6.5% 19,178 $1.5M
Correct Capital Wealth Management 0.35% Add +78.9% 19,076 $1.5M
Eads & Heald Wealth Management 0.71% Reduce -8.0% 19,066 $1.5M
Unique Wealth Strategies, LLC 0.74% Add +74.6% 18,936 $1.5M
Merit Financial Group, LLC 0.04% Add +89.4% 26,951 $1.5M
Columbia Asset Management 0.30% No change 18,997 $1.5M
Investment Advisory Services Inc. /TX 0.55% Reduce -5.0% 18,740 $1.5M
Puzo Michael J 0.41% Reduce -44.1% 18,710 $1.5M
Tsfg, LLC 0.38% Reduce -6.5% 18,692 $1.5M
Summit Financial Wealth Advisors, LLC 0.30% Reduce -7.0% 18,684 $1.5M
Parallel Advisors, LLC 0.04% Reduce -23.1% 18,652 $1.5M
626 Financial, LLC 0.90% Reduce -4.6% 18,633 $1.5M
Pacific Global Investment Management Co. 0.28% Reduce -0.6% 18,620 $1.5M
Compound Planning, Inc. 0.14% Add +24.4% 18,556 $1.5M
SteelPeak Wealth, LLC 0.08% New 18,495 $1.5M
Clearstead Advisors, LLC 0.07% Add +5.0% 26,005 $1.5M
Concurrent Investment Advisors, LLC 0.06% Add +1.6% 18,368 $1.5M
LifePlan Financial, LLC 1.34% Reduce -8.5% 18,311 $1.5M
Prudential PLC 0.01% Reduce -74.8% 18,086 $1.4M
Wealth Effects LLC 0.53% Reduce -3.3% 17,944 $1.4M
Founders Financial Alliance, LLC 0.43% Add +61.8% 17,942 $1.4M
Moloney Securities Asset Management, LLC 0.22% Reduce -11.2% 17,940 $1.4M
TCW Group Inc. 0.01% Reduce -11.8% 17,928 $1.4M
Weaver C. Barksdale & Associates, Inc. 1.31% Reduce -0.7% 17,884 $1.4M
NorthRock Partners, LLC 0.05% Add +1.4% 17,835 $1.4M
Transcend Capital Advisors, LLC 0.11% Add +13.0% 17,813 $1.4M
St. Johns Investment Management Company, LLC 0.68% Add +37.8% 17,799 $1.4M
Westport Asset Management Inc. 0.71% No change 17,772 $1.4M
Cornerstone National Bank & Trust Co 0.71% Add +15.7% 17,760 $1.4M
Copperwynd Financial, LLC 0.51% Reduce -3.4% 17,696 $1.4M
Wedmont Private Capital 0.10% Add +0.8% 19,225 $1.4M
Piscataqua Savings Bank 1.24% Reduce -1.0% 17,661 $1.4M
Sunbelt Securities, Inc. 0.16% Add +48.8% 17,631 $1.4M
Northern Financial Advisors Inc 1.10% Add +5.3% 17,622 $1.4M
Wynn Capital, LLC 1.09% Add +2.4% 17,615 $1.4M
Ascent Group, LLC 0.12% Add +503.7% 17,610 $1.4M
City Holding Co. 0.21% Reduce -7.9% 17,602 $1.4M
Insight Inv LLC 1.22% Reduce -4.0% 17,590 $1.4M
Private Trust Co. NA 0.15% Add +2.2% 17,556 $1.4M
GC Wealth Management RIA, LLC 0.28% Add +13.0% 17,534 $1.4M
Beacon Financial Group 0.16% Reduce -4.0% 17,504 $1.4M
Baker Tilly Wealth Management, LLC 0.25% Add +2.4% 17,468 $1.4M
MADDEN SECURITIES Corp 0.64% Reduce -2.0% 17,421 $1.4M
Dearborn Partners LLC 0.06% Add +10.1% 17,409 $1.4M
Mystic Asset Management, Inc. 0.57% Add +0.1% 17,406 $1.4M
Sapient Capital LLC 0.03% Reduce -5.5% 17,396 $1.4M
Western Wealth Management, LLC 0.11% Reduce -49.8% 17,341 $1.4M
Forum Financial Management, LP 0.02% Reduce -3.6% 17,204 $1.4M
Kidder Stephen W 0.44% Reduce -30.3% 17,194 $1.4M
M Holdings Securities, Inc. 0.23% Reduce -42.8% 17,190 $1.4M
Montanova Capital, LLC 0.06% No change 17,170 $1.4M
Columbus Macro, LLC 0.52% Reduce -2.5% 17,152 $1.4M
Symmetry Investments LP 0.14% New 17,058 $1.4M
Pflug Koory, LLC 0.10% Reduce -0.7% 17,051 $1.4M
PSI Advisors, LLC 0.49% Reduce -2.5% 17,041 $1.4M
Meridian Investment Counsel Inc. 0.45% Reduce -1.9% 17,031 $1.4M
Lanark Financial, Inc. 0.13% Reduce -1.3% 16,917 $1.3M
Jump Financial, LLC 0.04% Reduce -58.7% 16,884 $1.3M
Ellsworth Advisors, LLC 0.39% Add +3.2% 19,559 $1.3M
Broadwater Capital Management LLC 1.03% Reduce -26.0% 16,776 $1.3M
Monetary Management Group Inc. 0.37% Reduce -6.1% 16,768 $1.3M
Fort Sheridan Advisors LLC 0.25% Reduce -18.6% 16,633 $1.3M
Americana Partners, LLC 0.11% Add +0.0% 16,546 $1.3M
CSS LLC 0.32% Add +32.0% 16,500 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.21% Reduce -22.4% 16,488 $1.3M
International Assets Investment Management, LLC 0.14% Reduce -2.2% 16,369 $1.3M
Provenance Wealth Advisors, LLC 0.18% Add +9.7% 16,324 $1.3M
Midland Wealth Advisors, LLC 0.08% Reduce -2.3% 16,275 $1.3M
Choreo, LLC 0.03% Add +16.4% 16,175 $1.3M
FinTrust Capital Advisors, LLC 0.25% Reduce -4.0% 16,072 $1.3M
Morningstar Investment Management LLC 0.14% No change 15,991 $1.3M
Ellevest, Inc. 0.08% Add +44.5% 15,962 $1.3M
Cornerstone Wealth Management, LLC 0.10% Reduce -5.7% 15,960 $1.3M
Moneco Advisors, LLC 0.20% Reduce -11.3% 15,879 $1.3M
TCI Wealth Advisors, Inc. 0.12% Reduce -6.1% 15,851 $1.3M
Oarsman Capital, Inc. 0.30% Reduce -1.2% 15,839 $1.3M
Bahl & Gaynor LLC 0.01% Add +11.9% 15,833 $1.3M
Capital Advisors Inc. 0.03% Add +3.1% 15,817 $1.3M
Nicolet Bankshares Inc. 0.26% Add +5.0% 15,795 $1.3M
Grey Ledge Advisors, LLC 0.35% Reduce -20.8% 15,794 $1.3M
Weatherly Asset Management L. P. 0.12% Reduce -9.3% 15,762 $1.3M
Versor Investments LP 0.25% Reduce -7.1% 15,706 $1.3M
RMR Wealth Builders 0.15% Add +15.9% 15,641 $1.2M
Gladius Capital Management LP 1.23% Reduce -1.9% 15,618 $1.2M
Duncker Streett & Co. Inc. 0.24% Reduce -13.6% 15,448 $1.2M
CWA Asset Management Group, LLC 0.07% Add +51.3% 15,381 $1.2M
Banque Cantonale Vaudoise 0.05% Reduce -16.8% 15,341 $1.2M
Centaurus Financial, Inc. 0.09% Reduce -0.5% 15,316 $1.2M
Wealth Quarterback LLC 0.68% Reduce -0.7% 15,273 $1.2M
United Bank 0.62% Reduce -0.4% 15,263 $1.2M
Wealth Alliance, LLC 0.16% Add +2.0% 15,221 $1.2M
Northstar Group, Inc. 0.25% Reduce -5.7% 15,219 $1.2M
Albert D Mason Inc. 0.75% Add +0.3% 15,184 $1.2M
Pettee Investors, Inc. 0.51% No change 15,175 $1.2M
Montecito Bank & Trust 0.24% Reduce -7.4% 15,167 $1.2M
Focus Financial Network, Inc. 0.06% — 17,411 $1.2M
D.B. Root & Company, LLC 0.41% Reduce -10.9% 15,141 $1.2M
Trust Asset Management LLC 0.11% No change 15,079 $1.2M
Avior Wealth Management, LLC 0.06% Add +87.3% 15,058 $1.2M
Vantage Financial Partners Ltd., Inc. 0.31% Reduce -1.3% 15,050 $1.2M
YHB Investment Advisors, Inc. 0.11% Reduce -2.3% 15,023 $1.2M
Fairfax Financial Holdings 0.10% No change 15,000 $1.2M
Transamerica Financial Advisors, LLC 0.12% Add +18.1% 14,976 $1.2M
Letson Investment Management, Inc. 0.51% Add +5.1% 14,978 $1.2M
Voya Financial Advisors, Inc. 0.14% Add +6.6% 14,983 $1.2M
Octavia Wealth Advisors, LLC 0.17% Reduce -11.6% 14,840 $1.2M
Intrust Bank NA 0.13% Reduce -0.8% 14,826 $1.2M
Duff & Phelps Investment Management Co. 0.01% Add +4.1% 14,766 $1.2M
Watts Gwilliam & Co., LLC 0.36% — 21,025 $1.2M
Stonebridge Capital Advisors LLC 0.11% Reduce -4.4% 14,731 $1.2M
Venture Visionary Partners LLC 0.06% Add +1.0% 14,678 $1.2M
HF Advisory Group, LLC 0.65% Add +5.1% 14,634 $1.2M
Karpas Strategies, LLC 0.36% Add +0.4% 14,631 $1.2M
Raab & Moskowitz Asset Management LLC 0.33% Reduce -8.4% 14,619 $1.2M
Meeder Advisory Services, Inc. 0.12% Add +6.8% 14,557 $1.2M
Altrafin AG 0.42% Reduce -84.9% 14,540 $1.2M
SageView Advisory Group, LLC 0.06% Reduce -15.7% 14,532 $1.2M
Knoll Capital Management, LLC 0.72% No change 14,500 $1.2M
Schechter Investment Advisors, LLC 0.09% Reduce -1.5% 14,434 $1.2M
Home Federal Bank of Tennessee 0.36% Add +0.5% 14,392 $1.1M
Northwest Bank & Trust Co 1.05% Reduce -1.1% 16,917 $1.1M
Sheaff Brock Investment Advisors, LLC 0.09% Reduce -10.1% 14,300 $1.1M
Buffington Mohr McNeal 0.21% No change 14,218 $1.1M
Moneta Group Investment Advisors LLC 0.02% Reduce -4.5% 14,194 $1.1M
Nvest Financial, LLC 0.75% Add +109.5% 14,188 $1.1M
Atlantic Edge Private Wealth Management, LLC 0.39% Add +6.2% 14,183 $1.1M
MeadowBrook Investment Advisors LLC 1.07% Reduce -2.4% 14,182 $1.1M
Aspen Wealth Strategies, LLC 0.78% Reduce -7.2% 14,102 $1.1M
RFG Advisory, LLC 0.04% Reduce -3.2% 14,082 $1.1M
Waverly Advisors, LLC 0.03% Add +25.0% 14,057 $1.1M
Simmons Bank 0.08% Reduce -5.4% 13,954 $1.1M
Hancock Whitney Corp. 0.04% Reduce -2.6% 13,953 $1.1M
Vise Technologies, Inc. 0.22% Add +9.2% 13,944 $1.1M
Capstone Investment Advisors, LLC 0.04% Reduce -90.8% 13,906 $1.1M
Peregrine Asset Advisers, Inc. 0.44% Reduce -80.2% 13,884 $1.1M
1ST Source Bank 0.06% Reduce -13.7% 13,835 $1.1M
Leavell Investment Management, Inc. 0.06% Add +1.4% 13,746 $1.1M
Trust Investment Advisors 0.79% Reduce -0.2% 13,675 $1.1M
Handelsinvest Investeringsforvaltning 0.52% Reduce -15.3% 13,664 $1.1M
Horizon Kinetics Asset Management LLC 0.02% Reduce -1.4% 13,657 $1.1M
Ameritas Investment Partners, Inc. 0.04% Reduce -4.6% 13,615 $1.1M
LRI Investments, LLC 0.27% — 13,599 $1.1M
St. Clair Advisors, LLC 0.35% Add +5.5% 13,554 $1.1M
Cigna Investments Inc. 0.20% Reduce -1.3% 13,531 $1.1M
Ami Asset Management Corp. 0.06% Add +0.1% 13,516 $1.1M
Intrua Financial, LLC 0.17% Reduce -9.1% 13,500 $1.1M
Foundations Investment Advisors, LLC 0.03% Add +12.9% 13,490 $1.1M
Founders Financial Securities LLC 0.11% New 13,486 $1.1M
Elmwood Wealth Management, Inc. 0.46% Add +75.2% 13,478 $1.1M
Robertson Stephens Wealth Management, LLC 0.06% Add +10.8% 13,469 $1.1M
Busey Bank 0.04% Reduce -5.2% 13,455 $1.1M
Belpointe Asset Management LLC 0.08% Reduce -24.4% 13,411 $1.1M
First PREMIER Bank 0.28% Reduce -12.8% 13,319 $1.1M
Trust Co 0.14% Add +15.9% 13,290 $1.1M
Stevens Capital Management LP 0.21% Add +97.2% 13,279 $1.1M
Chicago Partners Investment Group LLC 0.04% Add +21.7% 15,437 $1.1M
Chapin Davis, Inc. 0.39% Add +4.0% 13,238 $1.1M
Spire Wealth Management 0.02% Reduce -21.9% 13,231 $1.1M
Matrix Private Capital Group LLC 0.71% Reduce -2.2% 13,221 $1.1M
Yarbrough Capital, LLC 0.05% No change 13,221 $1.1M
Sterling Financial Group, Inc. 0.50% Add +0.3% 13,218 $1.1M
Penobscot Investment Management Company, Inc. 0.11% Reduce -18.1% 13,132 $1.0M
Orange Investment Advisors, Inc. 0.12% Reduce -10.5% 13,011 $1.0M
SPC Financial, Inc. 0.10% No change 12,967 $1.0M
Fortune Financial Advisors, LLC 0.66% Reduce -0.8% 12,937 $1.0M
Krilogy Financial LLC 0.08% Reduce -1.8% 12,928 $1.0M
Napatree Capital LLC 1.00% Reduce -3.0% 15,222 $1.0M
Lake Street Advisors Group, LLC 0.05% Add +3.4% 12,917 $1.0M
Fiduciary Family Office, LLC 0.40% Add +20.6% 12,855 $1.0M
Cozad Asset Management Inc. 0.11% Reduce -62.6% 12,789 $1.0M
First Financial Bankshares Inc 0.02% Reduce -9.9% 12,736 $1.0M
Proffitt & Goodson Inc. 0.18% Reduce -0.9% 12,666 $1.0M
Doliver Advisors, LP 0.28% Reduce -4.1% 12,590 $1.0M
Ritholtz Wealth Management 0.03% Reduce -4.4% 12,536 $1000K
J.W. Cole Advisors, Inc. 0.05% Reduce -31.4% 12,523 $999K
9258 Wealth Management, LLC 0.15% Reduce -1.1% 12,462 $994K
V-Square Quantitative Management LLC 0.14% Add +66.9% 12,445 $993K
Tocqueville Asset Management L.P. 0.02% Reduce -2.8% 12,416 $990K
Navalign, LLC 0.33% Add +9.1% 12,384 $988K
XTX Topco Ltd 0.13% Add +365.8% 12,368 $986K
Dumont & Blake Investment Advisors LLC 0.28% Add +0.6% 12,344 $985K
Eisler Capital (UK) Ltd. 0.12% Reduce -7.6% 12,213 $974K
Portside Wealth Group, LLC 0.18% Reduce -1.1% 12,189 $972K
Wbi Investments, LLC 0.20% New 12,176 $971K
Eley Financial Management, Inc 0.42% Reduce -3.9% 12,148 $969K
Mraz, Amerine & Associates, Inc. 0.18% Add +4.7% 12,148 $969K
Boltwood Capital Management 0.30% Reduce -0.3% 12,132 $968K
Kendall Capital Management 0.33% Reduce -3.8% 12,079 $963K
Brown Brothers Harriman & Co. 0.01% Add +10.2% 12,072 $963K
Wealthcare Advisory Partners LLC 0.03% Reduce -2.3% 12,054 $961K
Supplemental Annuity Collective Trust of NJ 0.30% No change 12,000 $957K
Verdence Capital Advisors LLC 0.09% Reduce -14.9% 11,985 $956K
Adirondack Trust Co. 0.40% Reduce -0.4% 11,976 $955K
Deseret Mutual Benefit Administrators 0.48% Add +6.6% 11,958 $954K
Buckingham Strategic Wealth, LLC 0.01% Reduce -2.8% 11,870 $947K
Worth Financial Advisory Group, LLC 0.66% Reduce -11.4% 11,856 $946K
IFP Advisors, Inc 0.04% Add +4.2% 11,814 $942K
Beacon Financial Advisory LLC 0.46% New 11,810 $942K
Fortem Financial Group, LLC 0.41% Add +9.8% 11,797 $941K
EverSource Wealth Advisors, LLC 0.07% Add +27.3% 13,865 $939K
Gladstone Institutional Advisory LLC 0.05% Reduce -11.2% 11,768 $939K
Pekin Hardy Strauss, Inc. 0.13% Reduce -10.6% 11,765 $938K
Beaton Management Co. Inc. 0.51% Add +3.4% 11,732 $936K
WealthTrust Axiom LLC 0.30% Add +1.8% 11,735 $936K
Cohen Klingenstein LLC 0.03% No change 11,700 $933K
Clear Harbor Asset Management, LLC 0.08% Add +17.7% 11,677 $931K
Aviance Capital Partners, LLC 0.14% Add +6.5% 11,669 $931K
Mayflower Financial Advisors, LLC 0.15% Reduce -3.7% 11,588 $924K
Syon Capital LLC 0.09% Add +7.8% 11,554 $922K
Widmann Financial Services, Inc. 0.77% No change 11,506 $918K
Blue Fin Capital, Inc. 0.20% Reduce -45.0% 11,453 $913K
First Horizon Advisors, Inc. 0.03% Reduce -0.0% 11,419 $911K
Fayez Sarofim & Co 0.00% Add +4.7% 11,354 $906K
Sky Investment Group LLC 0.18% Reduce -6.0% 11,348 $905K
Mission Wealth Management, LP 0.02% Add +70.9% 11,321 $903K
GM Advisory Group, LLC 0.06% Add +5.2% 11,237 $896K
Rogco, LP 0.37% Add +0.6% 11,219 $895K
Silverlake Wealth Management LLC 0.45% Add +1.6% 11,203 $894K
Godshalk Welsh Capital Management, Inc. 0.60% Add +0.5% 11,200 $893K
Aptus Capital Advisors, LLC 0.02% Add +14.7% 11,194 $893K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -11.2% 12,811 $892K
SpiderRock Advisors, LLC 0.03% — 11,484 $891K
Quadrant Capital Group LLC 0.07% Reduce -2.2% 11,067 $883K
Lester Murray Antman dba SimplyRich 0.28% Add +0.8% 10,992 $877K
HAP Trading, LLC 0.27% New 10,994 $877K
Tobam 0.08% Add +4.5% 10,973 $875K
Prentice Wealth Management LLC 0.30% Add +5.4% 10,964 $874K
JB Capital LLC 0.06% Reduce -68.1% 10,938 $872K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% Reduce -1.8% 10,910 $870K
Checchi Capital Advisers, LLC 0.07% Reduce -1.2% 10,906 $870K
Grey Street Capital, LLC 0.12% Add +158.8% 10,845 $865K
Sutton Place Investors LLC 0.43% Add +39.2% 10,836 $864K
Graypoint LLC 0.06% Add +36.9% 10,743 $857K
Summit Trail Advisors, LLC 0.02% Add +27.8% 10,718 $855K
Avestar Capital, LLC 0.10% Add +73.8% 10,699 $853K
Cadence Bank 0.06% Reduce -0.9% 10,683 $852K
NewEdge Wealth, LLC 0.02% Reduce -3.3% 15,402 $849K
Investors Asset Management of Georgia Inc. /Ga/ 0.40% Reduce -4.5% 10,628 $848K
Formidable Asset Management, LLC 0.14% Add +20.6% 10,602 $846K
Legacy Capital Group California, Inc. 0.31% Reduce -2.1% 10,543 $841K
Allen Wealth Management, LLC 0.74% Reduce -7.1% 10,536 $840K
Brighton Jones LLC 0.03% Reduce -5.5% 10,510 $838K
Waldron Private Wealth LLC 0.04% Add +2.3% 10,482 $836K
Pine Haven Investment Counsel, Inc 0.74% Reduce -2.3% 10,480 $836K
Compass Ion Advisors, LLC 0.12% Reduce -4.2% 10,478 $836K
Baldwin Wealth Partners LLC 0.06% Reduce -0.4% 10,446 $833K
MTM Investment Management, LLC 0.34% Reduce -1.4% 10,439 $833K
Teamwork Financial Advisors, LLC 0.13% Reduce -3.1% 10,419 $831K
BCU Wealth Advisors, LLC 0.70% Add +37.4% 10,406 $830K
Aaron Wealth Advisors LLC 0.12% Add +5.5% 10,396 $829K
Confluence Wealth Services, Inc. 0.07% Reduce -11.4% 10,338 $825K
Balentine LLC 0.02% Add +22.3% 10,309 $822K
Curi Capital, LLC 0.02% Add +288.9% 10,285 $820K
Lawson Kroeker Investment Management Inc. 0.15% Reduce -2.9% 10,230 $816K
Nicolet Advisory Services, LLC 0.08% Add +8.1% 11,083 $813K
Finivi Inc. 0.73% Add +1.0% 10,157 $810K
Rathbones Group PLC 0.00% Add +1.3% 10,155 $810K
Birchbrook, Inc. 0.48% Reduce -5.4% 10,095 $805K
Studio Investment Management LLC 0.19% Reduce -70.8% 10,082 $804K
Nvwm, LLC 0.22% New 10,076 $804K
Semmax Financial Advisors Inc. 0.26% Add +28.0% 14,157 $799K
EagleClaw Capital Managment, LLC 0.14% Reduce -17.9% 10,010 $798K
Cannell & Spears LLC 0.02% Add +24.7% 9,995 $797K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.34% Reduce -1.2% 11,830 $797K
Abbot Financial Management, Inc. 0.44% Reduce -4.1% 9,952 $794K
United Asset Strategies, Inc. 0.08% Add +4.5% 9,937 $793K
Clarity Financial LLC 0.12% Reduce -3.7% 9,900 $790K
Alterna Wealth Management, Inc. 0.64% No change 9,873 $787K
First Commonwealth Financial Corp 0.21% Reduce -6.5% 9,873 $787K
Carnegie Investment Counsel 0.02% Reduce -63.7% 9,866 $787K
Glen Eagle Advisors, LLC 0.15% Reduce -1.6% 9,861 $786K
Cypress Capital Group 0.09% Add +0.5% 9,801 $782K
Ameritas Advisory Services, LLC 0.03% Add +6.6% 10,656 $779K
Wealth Management Partners, LLC 0.39% Reduce -12.4% 9,724 $776K
Donaldson Capital Management, LLC 0.03% Add +0.3% 9,710 $774K
WBH Advisory Inc. 0.08% Reduce -5.9% 9,705 $774K
Northside Capital Management, LLC 0.14% No change 9,704 $774K
Union Savings Bank 0.40% Reduce -25.2% 9,698 $773K
Northwest Bancshares, Inc. 0.12% Reduce -10.6% 9,687 $773K
Riverview Trust Co 0.60% Add +0.9% 9,672 $771K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 9,660 $770K
Bond & Devick Financial Network, Inc. 0.42% Reduce -4.0% 9,651 $770K
Mechanics Financial Corp 0.40% Add +3.9% 9,649 $770K
Lingohr Asset Management GmbH 1.92% Add +20.2% 9,734 $769K
Sepio Capital, LP 0.07% Reduce -2.7% 9,641 $769K
Highline Wealth Partners LLC 0.31% No change 9,601 $766K
Abacus Planning Group, Inc. 0.15% Reduce -1.9% 9,531 $760K
Clarius Group, LLC 0.05% Reduce -15.0% 9,478 $756K
Pacific Capital Partners Ltd 0.49% No change 9,471 $755K
Barrett & Company, Inc. 0.36% Add +0.2% 9,408 $750K
CreativeOne Wealth, LLC 0.03% Add +21.9% 9,414 $750K
First National Bank & Trust Co. of Newtown 0.15% No change 9,397 $750K
Notis-McConarty Edward 0.29% Reduce -49.6% 9,351 $746K
Destiny Wealth Partners, LLC 0.13% No change 9,325 $744K
Copperleaf Capital, LLC 0.64% Add +0.6% 9,303 $742K
Jackson Square Capital, LLC 0.19% Reduce -11.6% 9,280 $740K
Forza Wealth Management, LLC 0.38% Reduce -2.1% 9,273 $740K
KPP Advisory Services LLC 0.20% Add +5.8% 9,240 $737K
Donald L. Hagan, LLC 0.39% Reduce -2.7% 9,207 $734K
Nilsine Partners, LLC 0.10% Add +9.1% 9,197 $734K
Claro Advisors Inc. 0.13% Add +12.2% 9,172 $732K
Capital Asset Advisory Services LLC 0.04% Reduce -1.7% 9,774 $729K
Bristlecone Advisors, LLC 0.06% Reduce -14.7% 9,117 $727K
Empirical Asset Management, LLC 0.35% Add +177.8% 11,382 $726K
Cove Private Wealth, LLC 0.64% No change 9,104 $726K
Insigneo Advisory Services, LLC 0.09% Add +0.4% 9,078 $724K
Exchange Traded Concepts, LLC 0.02% Add +490.1% 9,046 $722K
LGT Fund Management Co Ltd. 0.30% No change 9,000 $718K
Freestone Capital Holdings, LLC 0.03% Reduce -3.4% 8,996 $718K
Vista Investment Management 0.29% Reduce -22.3% 8,994 $717K
Aerodigm Wealth, LLC 0.29% New 8,993 $717K
Concentric Wealth Management, LLC 0.19% Add +0.2% 8,982 $716K
Realta Investment Advisors 0.15% Reduce -3.0% 8,954 $714K
Quadcap Wealth Management, LLC 0.16% Add +11.8% 8,936 $713K
Patten & Patten Inc. 0.05% Reduce -1.3% 8,923 $712K
Meeder Asset Management Inc. 0.04% Reduce -90.9% 8,881 $708K
Wilson & Boucher Capital Management, LLC 0.56% Reduce -4.1% 8,852 $706K
GS Investments, Inc. 0.34% No change 8,850 $706K
Symmetry Partners, LLC 0.05% No change 8,797 $702K
Tectonic Advisors LLC 0.05% Reduce -2.0% 8,759 $699K
HBW Advisory Services LLC 0.13% No change 8,773 $693K
Carolinas Wealth Consulting LLC 0.14% Add +1582.2% 8,680 $692K
MRP Capital Investments, LLC 0.69% Reduce -20.2% 8,675 $692K
Charles Schwab Trust Co 0.07% Reduce -4.8% 8,675 $692K
Prudent Man Advisors, LLC 0.26% Reduce -0.2% 8,633 $689K
Diversified Trust Co. 0.02% Reduce -22.3% 8,564 $683K
Inceptionr LLC 0.18% Add +102.3% 8,559 $683K
Bar Harbor Wealth Management 0.05% Add +14.3% 8,522 $680K
Vantage Consulting Group Inc 0.43% Add +1.5% 8,440 $673K
Shufro Rose & Co. LLC 0.06% Add +3.1% 8,411 $671K
GAMMA Investing LLC 0.14% Add +22.9% 8,404 $670K
Matisse Capital 0.32% No change 8,391 $669K
Smartleaf Asset Management LLC 0.13% Add +23.9% 8,425 $669K
Roman Butler Fullerton & Co. 0.25% Reduce -18.9% 9,586 $667K
Camelot Portfolios, LLC 0.65% Reduce -29.6% 8,317 $663K
Garrison Point Advisors, LLC 0.43% No change 8,300 $662K
Portland Investment Counsel Inc. 0.20% Add +1.0% 193,900 $662K
VeraBank, N.A. 0.21% Add +2.5% 8,297 $662K
White Pine Capital LLC 0.25% Reduce -2.1% 9,706 $657K
Ballentine Partners, LLC 0.01% Reduce -25.6% 8,221 $656K
Heartland Bank & Trust Co 0.38% Add +124.9% 8,196 $654K
Mitchell McLeod Pugh & Williams Inc. 0.16% No change 8,170 $652K
Nicholas Hoffman & Company, LLC. 0.03% Add +4.0% 8,154 $650K
Eagle Wealth Strategies LLC 0.53% Add +7.9% 8,127 $647K
Zacks Investment Management 0.01% Reduce -19.7% 8,105 $646K
Insight Folios Inc 0.26% Add +4.5% 8,068 $644K
Cape Investment Advisory, Inc. 0.30% Add +0.6% 8,061 $643K
Lindbrook Capital, LLC 0.06% Reduce -10.8% 8,044 $642K
Penbrook Management LLC 0.40% Reduce -8.1% 8,000 $638K
Outlook Wealth Advisors, LLC 0.20% Reduce -7.7% 7,997 $638K
Mather Group, Llc. 0.01% Reduce -0.1% 8,076 $638K
Alhambra Investment Management LLC 0.35% Reduce -60.6% 7,983 $637K
Clifford Group, LLC 0.52% Add +12.0% 7,935 $633K
Providence Wealth Advisors, LLC 0.54% Reduce -33.4% 8,534 $627K
Empire Financial Management Company, LLC 0.21% Add +1.6% 7,809 $623K
Catalyst Funds Management Pty Ltd 0.17% — 7,800 $622K
New Hampshire Trust 0.15% Reduce -10.4% 7,780 $621K
Verity Asset Management, Inc. 0.35% Add +53.3% 7,772 $620K
Element Wealth, LLC 0.36% Add +2.1% 7,761 $619K
Blodgett Wealth Advisors, LLC 0.56% Reduce -3.8% 7,741 $617K
Sierra Summit Advisors LLC 0.17% Reduce -14.9% 7,732 $617K
SouthState Bank Corp 0.05% Reduce -28.3% 7,732 $617K
Buckley Wealth Management, LLC 0.20% Add +4.8% 7,724 $616K
Lauer Wealth, LLC 0.53% Reduce -1.1% 8,821 $615K
STAR Financial Bank 0.52% Reduce -2.5% 7,682 $613K
Cape Ann Savings Bank 0.38% Reduce -4.0% 7,661 $611K
River Global Investors LLP 0.15% Add +131.6% 7,662 $611K
Palisade Asset Management, LLC 0.06% Add +7.0% 7,618 $608K
Quotient Wealth Partners, LLC 0.02% Reduce -13.4% 7,585 $605K
Koshinski Asset Management, Inc. 0.06% Reduce -4.8% 7,557 $603K
Am Investment Strategies LLC 0.15% Reduce -1.0% 7,545 $602K
Intellectus Partners, LLC 0.16% Reduce -0.8% 7,497 $598K
Chesley Taft & Associates LLC 0.03% Reduce -78.5% 7,462 $595K
Trust Point Inc. 0.05% Reduce -5.5% 7,455 $595K
Sentry Investment Management LLC 0.23% Add +109.9% 7,447 $594K
Lion Street Advisors, LLC 0.24% No change 7,483 $591K
Breakwater Capital Group 0.15% Add +7.1% 7,401 $590K
PAX Financial Group, LLC 0.12% Reduce -5.4% 7,400 $590K
Icon Wealth Advisors, LLC 0.05% Add +119.7% 7,398 $590K
Sierra Capital LLC 0.08% New 7,393 $590K
Smithfield Trust Co 0.03% Reduce -17.7% 7,361 $590K
Boston Financial Mangement LLC 0.02% Add +10.1% 7,367 $588K
Regatta Capital Group, LLC 0.13% Add +26.8% 7,364 $587K
Pallas Capital Advisors LLC 0.02% Reduce -10.3% 7,275 $580K
Brooklyn Investment Group 0.25% Add +7.8% 7,275 $579K
Zhang Financial LLC 0.04% Reduce -5.3% 7,210 $575K
Atlas Brown,Inc. 0.21% Reduce -9.8% 7,169 $572K
Rockland Trust Co. 0.03% Reduce -11.4% 7,153 $571K
Connecticut Wealth Management, LLC 0.03% Add +1.4% 7,145 $570K
First Nebraska Trust Co 0.06% Reduce -0.7% 7,133 $569K
Grant/GrossMendelsohn, LLC 0.26% Reduce -30.3% 7,744 $568K
Basepoint Wealth LLC 0.43% Reduce -13.3% 7,097 $566K
Atlas Wealth LLC 0.46% Reduce -9.5% 7,084 $565K
Leo Wealth, LLC 0.06% Reduce -5.5% 7,045 $561K
OneAscent Financial Services LLC 0.06% Add +6.4% 7,032 $561K
City Center Advisors, LLC 0.66% — 7,027 $560K
Fiduciary Group, LLC 0.06% Reduce -4.5% 7,025 $560K
AdvisorNet Financial, Inc 0.05% Add +30.6% 7,005 $559K
Larson Financial Group LLC 0.04% Add +8.4% 6,995 $558K
Commerzbank Aktiengesellschaft 0.02% Add +42.7% 6,973 $557K
Wellington Wealth Strategies, LLC. 0.26% New 6,976 $556K
BBR Partners, LLC 0.04% New 6,934 $553K
Bull Street Advisors, LLC 0.26% No change 6,928 $553K
Money Concepts Capital Corp. 0.05% Add +7.5% 6,929 $553K
Etesian Wealth Advisors, Inc. 0.32% No change 6,915 $552K
Marcum Wealth, LLC 0.06% Reduce -1.4% 6,898 $550K
WMS Partners, LLC 0.04% Add +3.0% 6,895 $550K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.23% Reduce -9.5% 6,893 $550K
GFS Advisors, LLC 0.09% No change 6,865 $548K
Stanley-Laman Group, Ltd. 0.07% No change 6,833 $545K
Norden Group LLC 0.11% Add +10.7% 6,830 $545K
GeoWealth Management, LLC 0.02% Add +44.7% 6,813 $543K
Leonteq Securities AG 0.07% Reduce -81.2% 6,806 $543K
ELCO Management Co., LLC 0.33% No change 6,804 $543K
Caldwell Trust Co 0.06% Reduce -9.0% 6,789 $541K
CRA Financial Services, LLC 0.12% Reduce -1.5% 6,788 $541K
CX Institutional 0.03% Add +6.8% 6,761 $539K
Smith Chas P & Associates Pa Cpas 0.03% Add +115.9% 6,732 $537K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +0.4% 6,728 $537K
Gsa Capital Partners LLP 0.04% New 6,723 $536K
Williams Financial, LLC 0.36% No change 6,707 $535K
Angeles Investment Advisors, LLC 0.03% Add +4.0% 6,657 $531K
Lafayette Investments, Inc. 0.12% Reduce -5.7% 6,650 $530K
Leibman Financial Services, Inc. 0.41% Reduce -4.5% 6,641 $530K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +7.7% 6,603 $527K
Strategic Investment Advisors / MI 0.07% Add +9.5% 6,580 $525K
Hillsdale Investment Management Inc. 0.04% Reduce -5.7% 6,570 $524K
Seelaus Asset Management LLC 0.54% Reduce -2.5% 6,565 $524K
Athena Investment Management 0.31% Add +2.4% 6,543 $522K
Cognios Beta Neutral Large Cap Fund, LP 0.68% Reduce -11.5% 6,541 $522K
Oder Investment Management, LLC 0.49% Add +0.2% 6,539 $522K
Cora Capital Advisors LLC 0.28% Reduce -5.4% 6,537 $521K
Ridgewood Investments LLC 0.28% Reduce -31.7% 6,509 $519K
W.H. Cornerstone Investments Inc. 0.37% Add +61.4% 6,511 $519K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -12.3% 6,502 $519K
Key Client Fiduciary Advisors, LLC 0.27% Reduce -0.4% 6,481 $517K
VCI Wealth Management LLC 0.35% Reduce -45.4% 6,472 $516K
Quent Capital, LLC 0.06% Add +6.9% 6,451 $515K
Independent Investors Inc. 0.12% Reduce -11.6% 6,450 $514K
Essex LLC 0.12% Reduce -7.3% 6,447 $514K
Hartline Investment Corp./ 0.09% New 6,428 $513K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +3.2% 6,428 $513K
Beta Wealth Group, Inc. 0.25% Reduce -8.3% 6,423 $512K
American State Bank (Iowa) 0.34% Reduce -19.1% 6,415 $512K
Virtue Capital Management, LLC 0.09% New 7,346 $509K
DRW Securities, LLC 0.03% New 6,379 $509K
Convergence Investment Partners, LLC 0.19% Reduce -27.9% 6,363 $507K
Silver Coast Investments LLC 0.21% Add +29.8% 6,337 $505K
Summit Global Investments 0.04% Reduce -27.1% 6,334 $505K
Vicus Capital 0.05% Add +12.8% 6,330 $505K
Meridian Financial Advisors, LLC 0.38% Reduce -4.5% 6,326 $505K
Marino, Stram & Associates LLC 0.12% Add +0.0% 6,318 $504K
Capital Planning Advisors, LLC 0.09% Reduce -6.3% 6,305 $503K
Cottage Street Advisors LLC 0.30% Reduce -63.0% 6,294 $502K
Benjamin Edwards Inc. 0.10% Add +44.6% 6,295 $502K
FDx Advisors, Inc. 0.08% Reduce -67.9% 6,298 $502K
AlphaCore Capital LLC 0.13% New 6,265 $500K
Partners in Financial Planning 0.11% No change 6,256 $499K
Peoples Financial Services Corp. 0.22% Reduce -5.1% 6,253 $499K
Wela Strategies, Inc. 0.24% Reduce -5.2% 6,240 $498K
Dixon Fnancial Services, Inc. 0.27% Add +0.1% 6,199 $494K
IMS Capital Management 0.23% No change 6,145 $490K
JNBA Financial Advisors 0.05% Reduce -0.2% 6,134 $489K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -1.3% 6,125 $489K
Focus Partners Advisor Solutions, LLC 0.01% Add +124.7% 6,085 $485K
iA Global Asset Management Inc. 0.01% Reduce -11.4% 6,077 $485K
Geller Advisors LLC 0.04% Add +1.3% 6,062 $484K
Redwood Wealth Management Group, LLC 0.51% Reduce -4.2% 6,060 $483K
Midwest Financial Group LLC 0.32% Add +5.4% 6,035 $481K
Harbour Investments, Inc. 0.02% Reduce -5.5% 6,026 $481K
Shepherd Financial Partners LLC 0.06% Add +4.1% 6,011 $479K
Douglass Winthrop Advisors, LLC 0.01% Add +31.8% 5,998 $478K
WealthCare Investment Partners, LLC 0.23% Reduce -5.3% 5,987 $477K
Institute for Wealth Management, LLC. 0.06% Reduce -2.0% 5,951 $475K
Tompkins Financial Corp. 0.05% Reduce -4.3% 5,926 $473K
Wescott Financial Advisory Group, LLC 0.06% Add +1.9% 5,912 $472K
Campion Asset Management 0.36% Reduce -10.8% 5,908 $471K
Parkside Financial Bank & Trust 0.08% Add +3.0% 5,863 $468K
Key Financial Inc 0.12% No change 5,861 $467K
Frisch Financial Group, Inc. 0.15% Add +0.4% 5,831 $465K
Stratos Wealth Advisors, LLC 0.03% Reduce -23.9% 5,824 $465K
LexAurum Advisors, LLC 0.12% Reduce -14.5% 5,803 $463K
Perkins Capital Management Inc. 0.39% No change 5,793 $462K
Triton Financial Group Inc 0.33% Reduce -10.6% 5,775 $461K
Sanders Morris Harris LLC 0.08% Add +4.1% 5,774 $461K
Meridian Wealth Advisors, LLC 0.09% Reduce -0.9% 5,770 $460K
Krane Funds Advisors LLC 0.02% Add +69.0% 6,345 $459K
Williams Jones Wealth Management, LLC. 0.01% Add +3.2% 5,750 $459K
Qtron Investments LLC 0.06% Reduce -21.2% 5,747 $458K
Abbrea Capital, LLC 0.06% Reduce -4.3% 5,739 $458K
Everhart Financial Group, Inc. 0.13% Add +64.9% 5,742 $458K
Twin City Private Wealth, LLC 0.45% — 5,706 $455K
Investment House LLC 0.03% Reduce -8.8% 5,690 $454K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -95.0% 5,680 $453K
CVA Family Office, LLC 0.08% Add +0.1% 5,658 $451K
Auto-Owners Insurance Co 0.01% No change 5,657 $451K
Brandywine Oak Private Wealth LLC 0.05% No change 5,654 $451K
AlphaQ Advisors LLC 0.27% Reduce -1.0% 5,639 $450K
Van Hulzen Asset Management, LLC 0.03% Add +0.1% 5,625 $449K
Westbourne Investment Advisors, Inc. 0.16% Reduce -1.1% 5,609 $447K
Tranquility Partners, LLC 0.17% Reduce -6.3% 5,587 $446K
BNP Paribas 0.02% — 5,584 $445K
Oakworth Capital, Inc. 0.03% Add +0.7% 5,580 $445K
Gibbs Wealth Management 0.26% — 5,562 $444K
Eagle Harbor Asset Management Inc. 0.47% No change 5,515 $440K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 5,507 $439K
Seneca Financial Advisors LLC 0.23% No change 5,500 $439K
First Western Trust Bank 0.02% Reduce -4.9% 5,483 $437K
Valmark Advisers, Inc. 0.01% Add +31.6% 5,471 $436K
Wilmington Savings Fund Society, FSB 0.02% — 5,431 $433K
Whalerock Point Partners, LLC 0.12% Reduce -50.4% 5,429 $433K
Wendell David Associates Inc. 0.04% Reduce -6.2% 5,408 $431K
White Lighthouse Investment Management Inc. 0.09% No change 5,400 $431K
&partners 0.06% New 5,389 $430K
Cassaday & Co Wealth Management LLC 0.01% Reduce -6.1% 5,381 $429K
Five Oceans Advisors 0.22% Add +0.9% 5,369 $428K
FourThought Financial Partners, LLC 0.05% Reduce -18.5% 5,334 $425K
Opal Wealth Advisors, LLC 0.14% Add +0.3% 5,332 $425K
Kapstone Financial Advisors LLC 0.29% No change 5,322 $424K
Emfo, LLC 0.39% No change 5,310 $424K
Manchester Capital Management LLC 0.05% Add +131.5% 5,281 $421K
Klingman & Associates, LLC 0.03% Add +0.5% 5,258 $419K
Fluent Financial, LLC 0.23% Add +16.1% 5,258 $419K
Next Level Private LLC 0.19% Add +9.7% 5,253 $419K
Legacy Private Trust Co. 0.03% Reduce -8.1% 5,253 $419K
Atwood & Palmer Inc. 0.03% No change 5,250 $419K
ClearAlpha Technologies LP 0.18% New 5,235 $418K
Samalin Investment Counsel, LLC 0.20% Reduce -2.6% 5,229 $417K
Concourse Financial Group Securities, Inc. 0.03% Reduce -14.6% 5,208 $415K
Guardian Wealth Advisors, LLC / NC 0.05% Add +5.2% 5,203 $415K
Taylor Financial Group, Inc. 0.32% Reduce -9.7% 5,195 $414K
Brown Miller Wealth Management, LLC 0.18% Reduce -0.2% 5,137 $410K
Sachetta, LLC 0.19% No change 5,165 $408K
Atlas Capital Advisors Inc. 0.06% Add +20.2% 5,101 $407K
Fortis Advisors, LLC 0.27% No change 5,100 $407K
Summit Asset Management, LLC 0.05% Reduce -1.9% 5,100 $407K
Strait & Sound Wealth Management LLC 0.23% Reduce -5.8% 5,825 $406K
Weil Company, Inc. 0.16% Reduce -32.0% 5,091 $406K
Trustco Bank Corp. N Y 0.42% Reduce -51.1% 5,090 $406K
Clifford Swan Investment Counsel LLC 0.02% Reduce -3.6% 5,087 $406K
Gryphon Financial Partners LLC 0.07% Reduce -37.7% 5,078 $405K
Sargent Investment Group, LLC 0.09% Reduce -59.4% 5,043 $402K
United Community Bank 0.16% Reduce -43.6% 5,033 $401K
Private Capital Advisors, Inc. 0.05% No change 5,000 $399K
Point Windward Advisors Inc. 0.17% Reduce -4.8% 5,000 $399K
Holderness Investments Co. 0.10% Add +0.0% 4,996 $398K
Nabity-Jensen Investment Management Inc 0.33% No change 4,991 $398K
Future Financial Wealth Managment LLC 0.30% Add +0.0% 4,969 $396K
Ruggaard & Associates LLC 0.19% No change 4,965 $396K
Veltria Advisors Corp. 0.10% New 4,960 $396K
Catalina Capital Group, LLC 0.17% New 4,951 $395K
Davidson Trust Co. 0.23% Add +40.3% 4,942 $394K
Hexagon Capital Partners LLC 0.09% Reduce -3.5% 4,933 $393K
Baron Wealth Management LLC 0.21% Add +7.0% 4,900 $391K
Alpha Family Trust 0.24% No change 4,900 $391K
Hamilton Capital, LLC 0.03% Reduce -5.0% 4,898 $391K
CCM Investment Advisers LLC 0.05% Reduce -97.2% 4,897 $391K
Ausdal Financial Partners, Inc. 0.05% Add +0.3% 4,866 $388K
Avantax Planning Partners, Inc. 0.01% Reduce -23.4% 4,851 $387K
Valley Brook Capital Group, Inc. 0.31% Add +1.5% 4,843 $386K
Aries Wealth Management 0.12% Reduce -1.1% 4,841 $386K
Forte Capital LLC 0.05% Reduce -1.0% 4,836 $386K
Csenge Advisory Group 0.02% Reduce -0.4% 4,831 $385K
MBB Public Markets I LLC 0.02% New 4,828 $385K
Fiera Capital Corp 0.00% Reduce -8.5% 4,816 $384K
MKT Advisors LLC 0.21% Reduce -0.5% 5,387 $383K
LaFleur & Godfrey LLC 0.06% Reduce -84.3% 4,792 $382K
Martingale Asset Management L P 0.01% Reduce -7.3% 4,772 $381K
Hazlett, Burt & Watson, Inc. 0.23% Reduce -7.0% 4,747 $379K
JFS Wealth Advisors, LLC 0.03% Reduce -19.2% 4,751 $379K
KLCM Advisors, Inc. 0.05% Add +53.8% 4,724 $377K
Blueprint Investment Partners LLC 0.07% Add +79.2% 4,724 $377K
Bank of Hawaii 0.02% Reduce -10.3% 4,713 $376K
Baldwin Investment Management, LLC 0.05% Reduce -10.0% 4,706 $375K
US Asset Management LLC 0.34% Reduce -1.9% 4,698 $375K
Roble, Belko & Company, Inc 0.06% Reduce -9.6% 4,700 $375K
Middleton & Co. Inc. 0.04% Reduce -5.5% 4,700 $375K
Private Portfolio Partners LLC 0.08% Reduce -8.3% 4,690 $374K
Burke & Herbert Bank & Trust Co. 0.28% No change 4,686 $374K
Israel Discount Bank of New York 0.46% Reduce -41.2% 4,673 $373K
First County Bank 0.18% Reduce -5.9% 4,672 $373K
Pensioenfonds Rail & Ov 0.03% Reduce -99.3% 4,672 $373K
Catalyst Financial Partners LLC 0.10% Add +4.3% 5,414 $371K
Castle Rock Wealth Management, LLC 0.10% Reduce -0.2% 6,591 $371K
Norwood Financial Corp 0.54% Add +6.5% 4,652 $371K
Freedom Investment Management, Inc. 0.03% Reduce -11.8% 4,643 $370K
Appleton Partners Inc. 0.03% Reduce -43.7% 4,635 $370K
Sentry LLC 0.07% No change 4,634 $370K
ICW Investment Advisors LLC 0.16% Reduce -7.1% 4,630 $369K
Sterling Wealth Management, Inc. 0.18% No change 4,610 $368K
First Wilshire Securities Management Inc. 0.11% No change 4,607 $367K
Cadence Wealth Management LLC 0.38% No change 4,599 $367K
HTLF Bank 0.04% Add +2.7% 4,589 $366K
Petra Financial Advisors Inc. 0.27% Add +4.9% 4,582 $365K
Keystone Financial Planning, Inc. 0.12% No change 4,571 $365K
Childress Capital Advisors, LLC 0.11% Add +37.2% 4,551 $363K
Jmac Enterprises LLC 0.07% Reduce -10.0% 4,544 $362K
AXS Investments LLC 0.09% Add +14.9% 4,534 $362K
First Interstate Bank 0.03% Reduce -4.8% 4,534 $362K
RFP Financial Group LLC 0.14% Reduce -7.0% 4,520 $361K
Hanson & Doremus Investment Management 0.06% Reduce -14.3% 4,509 $360K
Souders Financial Advisors 0.06% Add +3.6% 4,504 $359K
Oldfield Partners LLP 0.05% No change 4,500 $359K
Citizens National Bank Trust Department 0.08% Add +0.7% 4,475 $357K
Cedar Brook Financial Partners, LLC 0.07% Reduce -3.2% 4,461 $356K
Fairfield, Bush & Co. 0.21% Reduce -3.8% 4,456 $355K
FirstPurpose Wealth LLC 0.13% Reduce -2.3% 4,990 $355K
Canton Hathaway, LLC 0.10% No change 4,456 $355K
Silver Oak Securities, Incorporated 0.05% Reduce -22.5% 4,443 $354K
Red Door Wealth Management, LLC 0.07% Reduce -2.6% 4,433 $354K
Enterprise Financial Services Corp 0.21% Reduce -16.8% 4,421 $353K
KG Capital Management 0.14% No change 4,587 $350K
JT Stratford LLC 0.07% Reduce -88.6% 4,392 $350K
Bank Hapoalim BM 0.05% Reduce -4.9% 4,362 $348K
Aigen Investment Management, LP 0.08% Reduce -18.9% 4,358 $348K
Forum Private Client Group LLC 0.17% Add +1.1% 4,353 $347K
Schnieders Capital Management LLC 0.07% No change 4,347 $347K
Hall Capital Management Co. Inc. 0.17% No change 4,344 $346K
Resurgent Financial Advisors LLC 0.19% Add +45.3% 4,339 $346K
Mma Asset Management LLC 0.16% Add +47.6% 6,280 $346K
Prosperity Consulting Group, LLC 0.04% Add +17.3% 4,331 $345K
Westhampton Capital, LLC 0.19% Reduce -12.2% 4,330 $345K
RiverGlades Family Offices LLC 0.28% No change 6,200 $345K
WealthShield Partners, LLC 0.06% Reduce -3.9% 4,322 $345K
Waterway Wealth Management, LLC 0.15% Add +30.1% 4,314 $344K
Sunpointe, LLC 0.38% Add +5.7% 4,309 $344K
Concord Wealth Partners 0.06% Add +125.7% 4,308 $344K
Bison Wealth, LLC 0.06% Reduce -3.6% 4,302 $343K
Willner & Heller, LLC 0.34% Reduce -7.5% 4,299 $343K
Blue Trust, Inc. 0.00% Add +36.7% 4,291 $342K
Argonautica Private Wealth Management, Inc. 0.12% No change 4,284 $342K
Indiana Trust & Investment Management Co 0.14% Reduce -38.5% 4,280 $341K
Luken Investment Analytics, LLC 0.17% No change 4,274 $341K
Joel Isaacson & Co., LLC 0.02% Reduce -1.7% 4,268 $340K
Wealth Architects, LLC 0.04% Add +2.3% 4,267 $340K
Ballast Advisors LLC 0.11% Reduce -5.5% 4,266 $340K
Crescent Grove Advisors, LLC 0.04% Reduce -13.0% 4,259 $340K
E Fund Management Co., Ltd. 0.02% Add +16.3% 4,255 $339K
Two Sigma Securities, LLC 0.02% Reduce -96.1% 4,241 $338K
Clark Financial Services Group Inc. 0.41% New 4,220 $337K
DF Dent & Co. Inc. 0.00% Reduce -2.5% 4,217 $336K
NCM Capital Management, LLC 0.19% Reduce -12.9% 4,207 $336K
Apexium Financial, LP 0.03% Reduce -31.1% 4,201 $335K
Berkshire Asset Management LLC 0.02% Reduce -1.1% 4,201 $335K
Aspen Wealth Management LLC 0.13% Add +11.8% 4,198 $335K
Sivia Capital Partners, LLC 0.23% Reduce -0.3% 4,194 $334K
First Heartland Consultants, Inc. 0.03% Reduce -18.3% 4,194 $334K
Summit Financial, LLC 0.02% New 4,187 $334K
FLC Capital Advisors 0.08% Reduce -18.4% 4,172 $333K
Regent Peak Wealth Advisors LLC 0.08% Add +0.1% 4,164 $332K
Smart Portfolios, LLC 0.35% Add +4.5% 4,157 $332K
Lincoln Capital Corp. 0.14% Add +56.8% 4,140 $330K
Powers Advisory Group, LLC 0.19% Add +0.2% 4,140 $330K
CIC Wealth, LLC 0.10% Reduce -18.5% 4,132 $330K
Atlanta Consulting Group Advisors, LLC 0.11% — 4,129 $329K
Lesa Sroufe & Co 0.31% No change 4,125 $329K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -1.9% 4,142 $329K
Gratus Capital, LLC 0.02% Reduce -56.8% 4,123 $329K
Hoey Investments, Inc. 0.07% Add +105.0% 4,100 $327K
Mitchell Sinkler & Starr 0.08% Reduce -34.5% 4,080 $325K
Drive Wealth Management, LLC 0.09% Reduce -1.2% 4,069 $325K
Sterneck Capital Management, LLC 0.19% No change 4,054 $323K
Humankind Investments LLC 0.09% Reduce -3.0% 4,050 $323K
Colonial Trust Co / SC 0.06% Add +47.2% 4,048 $323K
Main Street Financial Solutions, LLC 0.03% Add +16.9% 4,036 $322K
CW Advisors, LLC 0.01% Reduce -41.0% 4,029 $321K
Vima LLC 0.37% Reduce -14.7% 4,313 $320K
Optimum Investment Advisors 0.15% No change 4,013 $320K
Regency Capital Management Inc.\DE 0.20% Reduce -11.1% 4,000 $319K
O'Brien Greene & Co. Inc 0.11% Reduce -23.1% 4,000 $319K
Fulcrum Capital LLC 0.08% No change 4,000 $319K
Hoxton Planning & Management, LLC 0.15% Add +9.3% 3,991 $318K
BCS Wealth Management 0.10% No change 3,991 $318K
Delta Financial Group, Inc. 0.09% Reduce -0.8% 3,986 $318K
PDS Planning, Inc 0.03% Add +12.4% 3,984 $318K
Cyndeo Wealth Partners, LLC 0.03% Add +3.1% 3,975 $317K
LVW Advisors, LLC 0.05% New 3,965 $316K
Fortitude Advisory Group L.L.C. 0.18% Reduce -6.2% 3,951 $315K
Financial Management Professionals, Inc. 0.05% Add +14.8% 3,948 $315K
Tranquilli Financial Advisor LLC 0.21% Add +44.1% 3,931 $314K
Northeast Financial Consultants Inc 0.02% New 3,913 $312K
Imprint Wealth LLC 0.08% New 3,918 $312K
Garden State Investment Advisory Services LLC 0.11% Reduce -0.0% 3,906 $311K
LBMC Investment Advisors, LLC 0.03% No change 3,899 $311K
AA Financial Advisors, LLC 0.13% New 3,897 $311K
Bank Ozk 0.14% Reduce -33.6% 3,896 $311K
Winthrop Advisory Group LLC 0.04% Add +0.3% 3,894 $311K
Richwood Investment Advisors, LLC 0.28% No change 3,887 $310K
Edge Capital Group, LLC 0.02% Reduce -7.8% 3,887 $310K
Balanced Rock Investment Advisors LLC 0.26% Reduce -48.1% 3,876 $309K
McGuire Investment Group, LLC 0.05% Reduce -6.5% 3,875 $309K
Aull & Monroe Investment Management Corp 0.14% Reduce -1.0% 3,869 $309K
InTrack Investment Management Inc 0.23% Add +1.3% 3,857 $308K
Financial Advocates Investment Management 0.02% Reduce -13.9% 3,851 $307K
JGP Wealth Management, LLC 0.04% Reduce -15.2% 3,798 $303K
Cardiff Park Advisors, LLC 0.03% Add +0.2% 3,783 $302K
Kaizen Financial Strategies 0.21% Add +6.3% 3,779 $301K
Allstate Corp. 0.02% Reduce -10.3% 3,775 $301K
Tyler-Stone Wealth Management 0.13% Add +9.8% 3,772 $301K
Fox Run Management, L.L.C. 0.06% Reduce -73.2% 3,769 $301K
Alliance Wealth Advisors, LLC 0.09% Add +13.8% 3,764 $300K
Cornerstone Advisory, LLC 0.04% Reduce -8.3% 3,763 $300K
Annex Advisory Services, LLC 0.01% New 3,758 $300K
WealthBridge Capital Management, LLC 0.10% New 3,754 $299K
Advisory Alpha, LLC 0.01% Add +9.6% 3,753 $299K
One Wealth Map LLC 0.20% New 4,257 $296K
SkyOak Wealth, LLC 0.07% No change 3,692 $294K
Navellier & Associates Inc. 0.04% No change 3,675 $293K
Stockman Wealth Management, Inc. 0.05% Reduce -96.2% 3,674 $293K
WINTON GROUP Ltd 0.02% Reduce -90.0% 3,666 $292K
Westmount Partners, LLC 0.11% No change 3,664 $292K
Woodmont Investment Counsel LLC 0.02% Reduce -2.7% 3,663 $292K
1620 Investment Advisors, Inc. 0.29% Reduce -6.7% 3,653 $291K
First National Corp. /Ma/ 0.07% No change 3,681 $291K
Keystone Financial Services 0.13% Reduce -1.9% 3,643 $291K
New Insight Wealth Advisors 0.18% Reduce -35.7% 3,642 $290K
Clear Creek Financial Management, LLC 0.04% Add +31.8% 3,628 $289K
Plante Moran Financial Advisors, LLC 0.03% Add +38.1% 3,623 $289K
Aprio Wealth Management, LLC 0.06% Reduce -8.2% 3,619 $289K
CoreCap Advisors, LLC 0.02% Add +18.0% 3,607 $288K
Pinnacle Bancorp, Inc. 0.09% No change 3,605 $288K
Orion Capital Management LLC 0.15% Reduce -34.2% 3,600 $287K
Atlas Private Wealth Management, LLC 0.12% Reduce -14.2% 3,598 $287K
Mark Sheptoff Financial Planning, LLC 0.16% Reduce -2.7% 3,572 $285K
Partnership Wealth Management, LLC 0.20% Reduce -5.8% 3,571 $285K
Oak Harvest Investment Services 0.05% Add +9.2% 3,569 $285K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -1.5% 3,565 $284K
Great Point Wealth Advisors, LLC 0.07% No change 3,536 $282K
Investment Advisory Group, LLC 0.12% Add +0.3% 3,527 $281K
First National Bank Sioux Falls 0.15% Add +3.5% 3,522 $281K
Heck Capital Advisors, LLC 0.04% Add +1.2% 3,501 $279K
Financial Sense Advisors, Inc. 0.10% No change 3,500 $279K
Sather Financial Group Inc 0.02% No change 3,500 $279K
Grandview Asset Management LLC 0.13% Add +0.0% 3,504 $279K
Savvy Advisors, Inc. 0.16% New 3,486 $278K
Main Street Group, LTD 0.14% Add +349.5% 3,488 $278K
Operose Advisors LLC 0.09% Add +2.3% 3,475 $277K
Berger Financial Group, Inc 0.02% Add +22.2% 3,468 $277K
Bank of Stockton 0.09% Add +4.5% 3,467 $277K
Procyon Advisors, LLC 0.02% Reduce -6.1% 3,464 $276K
Signet Financial Management, LLC 0.04% Reduce -5.5% 3,450 $275K
Walter & Keenan Wealth Management LLC /in/ 0.09% Reduce -51.5% 3,450 $275K
Simon Quick Advisors, LLC 0.02% Add +21.3% 3,447 $275K
Defined Wealth Management, LLC 0.20% Add +0.1% 3,435 $274K
Nwam LLC 0.02% Reduce -7.4% 4,810 $274K
Proficio Capital Partners LLC 0.03% Add +9.3% 3,418 $273K
Intrepid Capital Management Inc. 0.18% Reduce -82.5% 3,414 $272K
Prairie Sky Financial Group LLC 0.16% Reduce -5.5% 3,412 $272K
Central Bank & Trust Co. 0.04% Reduce -2.5% 3,404 $271K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.19% No change 3,400 $271K
Alta Advisers Ltd 0.13% No change 3,400 $271K
Abel Hall, LLC 0.20% Reduce -1.6% 3,397 $271K
Traphagen Investment Advisors LLC 0.03% Add +4.7% 3,393 $271K
Obermeyer Wealth Partners 0.02% Add +9.7% 3,382 $270K
Grove Bank & Trust 0.05% Reduce -6.9% 3,378 $269K
ZWJ Investment Counsel Inc. 0.01% Reduce -22.9% 3,372 $269K
Quad-Cities Investment Group, LLC 0.16% Add +0.1% 3,356 $268K
Fulcrum Equity Management 0.32% Add +19.4% 3,352 $267K
Canopy Partners, LLC 0.13% Add +7.6% 3,342 $267K
Kintra Wealth, LLC 0.20% Reduce -6.8% 3,340 $266K
American Money Management, LLC 0.06% Reduce -2.8% 3,338 $266K
Flynn Zito Capital Management, LLC 0.14% Add +0.1% 3,333 $266K
City State Bank 0.12% Reduce -0.5% 3,317 $265K
Old Port Advisors 0.08% Add +3.7% 3,314 $264K
Cutter & CO Brokerage, Inc. 0.06% Reduce -3.2% 3,313 $264K
Oxford Financial Group, LTD. LLC 0.02% Reduce -8.6% 3,302 $263K
Patron Partners, LLC 0.16% Reduce -3.0% 3,297 $263K
Howe & Rusling Inc. 0.03% Add +2.5% 3,290 $262K
Aspiriant, LLC 0.01% Reduce -10.4% 3,287 $262K
First Bancorp, Inc 0.20% Reduce -6.1% 3,280 $262K
Symphony Financial, Ltd. Co. 0.06% Reduce -14.5% 3,275 $261K
Quilter Plc 0.01% Add +6.5% 3,270 $261K
Renaissance Group LLC 0.01% Add +9.0% 3,269 $261K
180 Wealth Advisors, LLC 0.05% Reduce -86.0% 3,248 $259K
Cornell Pochily Investment Advisors, Inc. 0.10% Add +15.0% 3,242 $259K
CYBER HORNET ETFs LLC 0.31% Reduce -4.7% 3,239 $258K
Ariston Services Group 0.25% Add +23.4% 3,219 $257K
Boothbay Fund Management, LLC 0.01% Reduce -94.1% 3,213 $256K
TrueWealth Advisors, LLC 0.10% Reduce -6.6% 3,205 $256K
Horan Securities, Inc. 0.12% Reduce -0.8% 3,203 $255K
Fidelity D & D Bancorp Inc. 0.19% Reduce -1.7% 3,198 $255K
Resolute Wealth Strategies, LLC 0.15% Add +19.6% 3,189 $254K
Marble Harbor Investment Counsel, LLC 0.03% Reduce -23.9% 3,185 $254K
DMC Group, LLC 0.22% Reduce -37.5% 3,165 $252K
Callan Family Office, LLC 0.06% Add +15.1% 3,164 $252K
Measured Wealth Private Client Group, LLC 0.09% New 3,158 $252K
Retirement Financial Solutions, LLC 0.13% No change 3,155 $252K
Apella Capital, LLC 0.01% Add +1.4% 3,425 $251K
Ipswich Investment Management Co., Inc. 0.06% No change 3,139 $250K
MBM Wealth Consultants, LLC 0.09% Reduce -1.4% 3,136 $250K
Lebenthal Global Advisors, LLC 0.06% Add +2.9% 3,136 $250K
Salomon & Ludwin, LLC 0.02% Reduce -5.1% 3,161 $250K
Sharp Wealth Advisory, LLC 0.23% Reduce -24.6% 3,120 $249K
Community Financial Services Group, LLC 0.06% — 3,102 $247K
Quadrant Private Wealth Management, LLC 0.06% Reduce -12.8% 3,090 $246K
Evoke Wealth, LLC 0.01% New 3,078 $246K
Howland Capital Management LLC 0.01% Reduce -85.9% 3,078 $246K
Aspen Grove Capital, LLC 0.07% Add +3.0% 3,076 $245K
Robbins Farley 0.13% No change 3,075 $245K
Stonebrook Private Inc. 0.07% Add +0.2% 3,056 $244K
Tradition Wealth Management, LLC 0.02% Add +40.0% 3,052 $243K
Private Wealth Partners, LLC 0.02% Add +2.7% 3,048 $243K
Seed Wealth Management, Inc. 0.23% Reduce -8.4% 3,055 $243K
Chaney Capital Management, Inc. 0.20% No change 3,046 $243K
Pointe Capital Management LLC 0.15% No change 3,038 $242K
Thoroughbred Financial Services, LLC 0.02% Reduce -36.5% 3,040 $242K
Revolve Wealth Partners, LLC 0.04% Add +0.3% 3,033 $242K
Cambridge Financial Group, LLC 0.11% Reduce -13.0% 3,029 $242K
Legacy Financial Advisors, Inc. 0.04% Add +19.2% 3,028 $242K
New Covenant Trust Company, N.A. 0.24% — 3,026 $241K
Global Financial Private Client, LLC 0.10% Reduce -2.0% 3,029 $241K
Bragg Financial Advisors, Inc 0.01% Reduce -6.3% 3,021 $241K
Brown Wealth Management, LLC 0.10% Add +0.3% 3,014 $240K
Vista Investment Partners LLC 0.08% No change 3,011 $240K
Davis R M Inc. 0.01% Add +8.7% 3,010 $240K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Add +7.1% 3,002 $239K
Carson Advisory Inc. 0.17% Reduce -3.0% 2,998 $239K
Agate Pass Investment Management, LLC 0.13% Reduce -2.1% 2,992 $239K
Cypress Wealth Services, LLC 0.06% Add +4.9% 2,976 $237K
Avidian Wealth Enterprises, LLC 0.01% Add +10.1% 2,971 $237K
Azimuth Capital Investment Management LLC 0.01% Add +8.0% 2,970 $237K
Stratos Investment Management, LLC 0.02% Reduce -26.7% 2,966 $237K
MBL Wealth, LLC 0.03% Add +3.0% 2,961 $236K
Prepared Retirement Institute LLC 0.18% Reduce -63.1% 2,958 $236K
McKinley Carter Wealth Services, Inc. 0.02% No change 2,955 $236K
Horizon Bancorp Inc. 0.11% Add +3.9% 2,948 $235K
Nixon Peabody Trust Co. 0.02% Reduce -24.4% 2,945 $235K
Holistic Financial Partners 0.12% Reduce -8.1% 2,944 $235K
Plan Group Financial, LLC 0.15% New 2,944 $235K
State of Wyoming 0.04% Reduce -2.3% 2,933 $234K
BSW Wealth Partners 0.04% Reduce -1.8% 2,923 $233K
Magnus Financial Group LLC 0.03% Reduce -4.9% 2,922 $233K
Heritage Wealth Advisors 0.01% Reduce -21.0% 2,920 $233K
Acorn Financial Advisory Services Inc. 0.04% Reduce -8.1% 2,919 $233K
Tiemann Investment Advisors, LLC 0.10% No change 2,914 $232K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +7.5% 2,911 $232K
Masso Torrence Wealth Management Inc. 0.14% New 2,906 $232K
Beverly Hills Private Wealth, LLC 0.05% New 2,899 $231K
Harfst & Associates, Inc. 0.05% Reduce -1.6% 2,898 $231K
Wedge Capital Management L L P 0.00% Reduce -99.3% 2,874 $229K
Aberdeen Wealth Management LLC 0.13% Add +0.1% 2,874 $229K
Advisor OS, LLC 0.03% Reduce -20.4% 2,872 $229K
True Wealth Design, LLC 0.06% Add +0.5% 2,868 $229K
Guyasuta Investment Advisors Inc. 0.02% No change 2,891 $228K
Falcon Wealth Planning 0.04% Reduce -3.2% 2,860 $228K
Harbor Investment Advisory, LLC 0.02% Add +0.7% 2,860 $228K
Trueblood Wealth Management, LLC 0.13% Add +0.0% 2,853 $228K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% New 2,850 $227K
Clay Northam Wealth Management, LLC 0.18% No change 2,845 $227K
Relyea Zuckerberg Hanson LLC 0.04% Add +11.3% 2,834 $226K
Advisor Resource Council 0.10% Reduce -60.0% 2,860 $226K
Hyman Charles D 0.01% No change 2,818 $225K
NBW Capital LLC 0.05% Add +8.2% 2,816 $225K
Spirepoint Private Client, LLC 0.03% — 2,815 $225K
Pacific Sage Partners, LLC 0.06% No change 2,813 $224K
Amplius Wealth Advisors, LLC 0.03% Reduce -1.3% 2,805 $224K
Wealth Advisory Solutions, LLC 0.06% New 2,804 $224K
Wetzel Investment Advisors, Inc. 0.13% Reduce -2.9% 3,220 $223K
Vest Financial, LLC 0.01% New 2,793 $223K
Riverpoint Wealth Management Holdings, LLC 0.06% Add +0.9% 2,788 $222K
Tempus Wealth Planning, LLC 0.10% Reduce -60.2% 2,783 $222K
Creative Financial Designs Inc. 0.02% Reduce -4.5% 2,782 $222K
Balboa Wealth Partners 0.07% Reduce -10.5% 2,782 $222K
Fort, L.P. 0.55% Reduce -13.9% 2,769 $221K
TFG Advisers LLC 0.09% Reduce -4.1% 2,753 $220K
Shulman DeMeo Asset Management LLC 0.06% Add +0.1% 2,751 $219K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.6% 2,745 $219K
Sound Income Strategies, LLC 0.02% Add +2.8% 2,740 $219K
Orrstown Financial Services Inc. 0.12% Reduce -43.0% 2,724 $217K
TFC Financial Management, Inc. 0.04% Add +2.3% 2,714 $216K
Cascade Investment Group, Inc. 0.16% Reduce -8.5% 2,705 $216K
Wimmer Associates 1, LLC 0.11% Reduce -5.6% 2,705 $216K
Phocas Financial Corp. 0.02% No change 2,705 $216K
Capital Market Strategies LLC 0.17% No change 2,702 $216K
New Jersey Better Educational Savings Trust 0.41% No change 2,700 $215K
Somerset Trust Co 0.09% New 2,697 $215K
Wealth Group, Ltd. 0.16% — 2,699 $215K
True North Advisors, LLC 0.06% Reduce -1.7% 2,686 $214K
Old North State Trust, LLC 0.18% — 2,681 $214K
Beaumont Financial Advisors, LLC 0.02% Reduce -3.5% 2,682 $214K
Callan Capital, LLC 0.02% New 2,681 $214K
Jeppson Wealth Management, LLC 0.08% No change 2,675 $213K
Certuity, LLC 0.02% Reduce -27.6% 2,671 $213K
Girard Partners LTD. 0.02% Reduce -20.8% 2,664 $212K
West Michigan Advisors, LLC 0.07% Reduce -9.8% 2,652 $212K
Kolinsky Wealth Management, LLC 0.16% Reduce -20.0% 2,651 $211K
Steward Partners Investment Solutions, LLC 0.04% New 2,648 $211K
Powell Investment Advisors, LLC 0.11% No change 2,637 $210K
Monument Capital Management 0.06% Add +0.4% 2,633 $210K
Philip James Wealth Mangement, LLC 0.15% New 2,628 $210K
FWG Investments, LLC. 0.23% Add +2.3% 2,627 $210K
Laraway Financial Advisors Inc 0.18% No change 2,625 $209K
Benchmark Financial Wealth Advisors, LLC 0.08% New 2,624 $209K
Sabal Trust CO 0.01% Reduce -18.7% 2,622 $209K
Bordeaux Wealth Advisors LLC 0.07% New 2,610 $208K
Carmichael Hill & Associates, Inc. 0.09% No change 2,603 $208K
Bank of Nova Scotia Trust Co. 0.02% New 2,602 $208K
Cornerstone Wealth Group, LLC 0.02% New 2,598 $207K
Kavar Capital Partners Group, LLC 0.04% New 2,598 $207K
Evermay Wealth Management LLC 0.03% Reduce -22.1% 2,592 $207K
OneAscent Wealth Management LLC 0.08% Reduce -0.4% 2,580 $206K
1858 Wealth Management, LLC 0.20% No change 2,605 $206K
SignalPoint Asset Management, LLC 0.06% Add +0.0% 2,576 $205K
DT Investment Partners, LLC 0.02% No change 2,575 $205K
Calton & Associates, Inc. 0.10% Reduce -41.5% 2,570 $205K
GYL Financial Synergies, LLC 0.02% Reduce -15.7% 2,561 $204K
SOA Wealth Advisors, LLC. 0.04% Reduce -10.4% 2,561 $204K
High Net Worth Advisory Group LLC 0.06% New 2,550 $203K
Hengehold Capital Management LLC 0.02% Reduce -3.0% 2,550 $203K
IFG Advisors, LLC 0.05% Add +0.1% 2,541 $203K
Oak Thistle LLC 0.18% New 2,540 $203K
Johnson Financial Group, Inc. 0.01% Reduce -63.7% 2,539 $203K
Family Firm, Inc. 0.05% New 2,536 $202K
KRS Capital Management, LLC 0.16% Reduce -14.6% 2,530 $202K
Long Island Wealth Management, Inc. 0.14% Add +0.0% 2,519 $201K
LVM Capital Management Ltd. 0.02% Reduce -8.2% 2,521 $201K
Quantum Financial Advisors, LLC 0.04% New 2,508 $200K
Clear Investment Research, LLC 0.26% Add +0.3% 2,460 $196K
Dynamic Wealth Strategies, LLC 0.17% Reduce -8.5% 2,453 $196K
Tortoise Investment Management, LLC 0.02% Add +0.5% 2,417 $193K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +14.2% 2,416 $193K
First Foundation Advisors 0.01% Reduce -2.2% 2,409 $192K
Caldwell Sutter Capital, Inc. 0.09% Reduce -3.9% 2,399 $191K
Legacy Bridge, LLC 0.11% No change 2,375 $189K
Addison Advisors LLC 0.06% Add +1.9% 2,356 $188K
Centerpoint Advisors, LLC 0.07% No change 2,343 $187K
Truvestments Capital LLC 0.07% Reduce -19.6% 2,327 $186K
MCF Advisors LLC 0.01% Add +0.7% 2,308 $184K
CKW Financial Group 0.02% Add +53.1% 2,306 $183K
CNB Bank 0.09% Reduce -10.1% 2,269 $181K
Y.D. More Investments Ltd 0.03% No change 2,260 $180K
NFSG Corp 0.08% Reduce -80.2% 2,244 $179K
American National Bank & Trust 0.02% Reduce -20.6% 2,161 $172K
Islay Capital Management, LLC 0.13% No change 2,133 $170K
Loomis Sayles & Co. L P 0.00% Reduce -21.1% 2,121 $169K
Towne Trust Company, N.A 0.06% Add +10.4% 2,116 $169K
Hantz Financial Services, Inc. 0.00% Reduce -8.6% 2,112 $168K
Laffer Tengler Investments, Inc. 0.05% No change 2,065 $165K
GPS Wealth Strategies Group, LLC 0.03% Reduce -9.4% 2,056 $164K
Acropolis Investment Management, LLC 0.01% Reduce -12.4% 2,055 $164K
Center for Financial Planning, Inc. 0.02% Add +135.1% 2,036 $162K
HighMark Wealth Management LLC 0.10% Add +96.0% 2,032 $162K
Centennial Bank 0.08% Reduce -30.6% 2,001 $160K
Bruce G. Allen Investments, LLC 0.13% Add +2.6% 1,975 $157K
WFA Asset Management Corp 0.08% Add +27.0% 1,950 $156K
Nemes Rush Group LLC 0.02% Add +6.4% 1,904 $152K
Clean Yield Group 0.06% Reduce -10.6% 1,890 $151K
Eagle Bay Advisors LLC 0.09% Reduce -1.7% 1,861 $148K
Transcendent Capital Group LLC 0.09% Add +647.2% 1,853 $148K
Spirit of America Management Corp. 0.03% No change 1,811 $144K
CoreFirst Bank & Trust 0.09% Reduce -8.6% 1,804 $144K
ICA Group Wealth Management, LLC 0.03% Reduce -2.7% 1,794 $143K
Armstrong Advisory Group, Inc. 0.01% No change 1,805 $143K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +2.6% 1,759 $140K
Janiczek Wealth Management, LLC 0.03% Add +38.6% 1,755 $140K
Gilliland Jeter Wealth Management LLC 0.05% New 1,728 $138K
Park Place Capital Corp 0.05% Reduce -2.7% 1,722 $137K
Jupiter Wealth Management LLC 0.07% Reduce -92.1% 2,500 $137K
Navera Investment Management Ltd. 0.00% No change 1,715 $137K
Qube Research & Technologies Ltd 0.00% Reduce -72.1% 1,696 $135K
Prestige Wealth Management Group LLC 0.03% No change 1,692 $135K
Systematic Financial Management LP 0.00% No change 1,688 $135K
HHM Wealth Advisors, LLC 0.02% Add +1.6% 1,686 $134K
Zions Bancorporation, N.A. 0.01% Add +128.2% 1,686 $134K
Gifford Fong Associates 0.04% No change 1,675 $134K
Global Assets Advisory, LLC 0.08% New 1,679 $134K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 1,775 $132K
Frazier Financial Advisors, LLC 0.11% No change 1,626 $130K
First Financial Corp. 0.07% Add +33.7% 1,622 $129K
Ulland Investment Advisors, LLC 0.10% No change 1,606 $128K
Bangor Savings Bank 0.01% Reduce -33.5% 1,587 $127K
Granite FO LLC 0.07% No change 2,120 $121K
Sugarloaf Wealth Management, LLC 0.03% Reduce -7.4% 1,517 $121K
Trifecta Capital Advisors, LLC 0.03% Reduce -0.7% 1,500 $120K
Mascoma Wealth Management LLC 0.03% No change 1,490 $119K
First United Bank & Trust 0.04% No change 1,470 $117K
Natixis Investment Managers International 0.01% Reduce -16.3% 1,460 $116K
Blue Bell Private Wealth Management, LLC 0.02% Add +0.7% 1,448 $115K
EntryPoint Capital, LLC 0.10% Add +127.5% 1,397 $111K
Rosenberg Matthew Hamilton 0.03% Add +20.7% 1,375 $109K
Iron Horse Wealth Management, LLC 0.04% Reduce -6.9% 1,353 $108K
Colonial Trust Advisors 0.01% Reduce -6.6% 1,349 $108K
Hilltop National Bank 0.04% — 1,333 $106K
Ofi Invest Asset Management 0.00% No change 1,397 $103K
Cherry Tree Wealth Management, LLC 0.03% No change 1,289 $103K
Delta Asset Management LLC 0.01% No change 1,280 $102K
Gables Capital Management Inc. 0.06% Reduce -4.7% 1,279 $102K
Raffa Wealth Management, LLC 0.03% Add +956.2% 1,278 $102K
TD Capital Management LLC 0.01% No change 1,263 $101K
Field & Main Bank 0.04% Reduce -60.4% 1,260 $100K
West Paces Advisors Inc. 0.03% Reduce -30.5% 1,238 $99K
McIlrath & Eck, LLC 0.02% Add +15.7% 1,208 $96K
First Command Advisory Services, Inc. 0.00% Add +26.0% 1,217 $96K
Wolff Wiese Magana LLC 0.08% Add +1.0% 1,202 $96K
AllSquare Wealth Management LLC 0.06% No change 1,197 $95K
Rise Advisors, LLC 0.05% Add +134.3% 1,190 $95K
Silvant Capital Management LLC 0.00% Reduce -96.4% 1,169 $93K
Princeton Global Asset Management LLC 0.02% Reduce -8.6% 1,158 $92K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -27.9% 1,139 $91K
PFS Partners, LLC 0.06% Add +0.8% 1,126 $90K
Fortitude Family Office, LLC 0.06% No change 1,095 $87K
AlphaMark Advisors, LLC 0.03% Reduce -9.9% 1,090 $87K
Voisard Asset Management Group, Inc. 0.05% Add +84.6% 1,080 $86K
MV Capital Management, Inc. 0.01% Add +4.9% 993 $79K
Syntax Research, Inc. 0.06% No change 927 $74K
Bank of New Hampshire 0.02% Reduce -41.9% 925 $74K
Chilton Capital Management LLC 0.00% Reduce -24.0% 885 $71K
University of Texas/Texas Am Investment Management Co. 0.02% No change 884 $70K
Stephens Consulting, LLC 0.02% Reduce -18.8% 867 $69K
Standard Family Office LLC 0.09% New 854 $68K
DecisionPoint Financial, LLC 0.03% No change 1,000 $67K
Glass Jacobson Investment Advisors llc 0.02% Add +0.3% 807 $64K
Bellevue Asset Management, LLC 0.04% Add +0.1% 806 $64K
AM Squared Ltd 0.20% New 800 $64K
Keener Financial Planning LLC 0.04% New 783 $63K
Venturi Wealth Management, LLC 0.00% Add +4.1% 787 $63K
Kozak & Associates, Inc. 0.02% Reduce -44.4% 1,085 $62K
MidAtlantic Capital Management, Inc. 0.05% No change 780 $62K
Covestor Ltd 0.04% Reduce -11.1% 771 $62K
Capital Advisors, Ltd. LLC 0.01% Add +8.1% 778 $62K
Clearstead Trust, LLC 0.02% Reduce -10.7% 775 $62K
Castleview Partners, LLC 0.03% Add +2.6% 775 $62K
Stone House Investment Management, LLC 0.01% New 771 $61K
Rational Advisors, Inc. 0.01% Reduce -25.2% 761 $61K
Sittner & Nelson, LLC 0.03% Reduce -20.8% 760 $61K
Wiser Advisor Group LLC 0.09% Add +0.8% 728 $58K
Coston, McIsaac & Partners 0.02% Add +34.3% 724 $57K
Dagco, Inc. 0.03% Reduce -73.5% 709 $57K
PARK CIRCLE Co 0.05% No change 700 $56K
Aspire Private Capital, LLC 0.01% Reduce -0.1% 675 $54K
Bray Capital Advisors 0.01% No change 650 $52K
Vermillion & White Wealth Management Group, LLC 0.04% Add +0.2% 636 $51K
Tacita Capital Inc 0.04% New 635 $51K
FRG Family Wealth Advisors LLC 0.01% New 745 $50K
Northwest Capital Management Inc 0.02% No change 631 $50K
Mb, Levis & Associates, LLC 0.03% Reduce -2.0% 621 $49K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -21.5% 616 $49K
West Branch Capital LLC 0.02% Reduce -39.6% 610 $49K
Costello Asset Management, INC 0.03% No change 600 $48K
Gen-Wealth Partners Inc 0.02% — 595 $47K
Private Wealth Management Group, LLC 0.02% Reduce -13.9% 586 $47K
Paladin Advisory Group, LLC 0.04% Reduce -6.7% 574 $46K
Beacon Capital Management, LLC 0.01% Add +16.1% 564 $45K
New England Capital Financial Advisors LLC 0.03% Reduce -77.7% 557 $44K
Maj Invest Holding A/S 0.00% No change 540 $43K
GW&K Investment Management, LLC 0.00% Add +3.3% 538 $43K
Cassady Schiller Wealth Management, LLC 0.02% Add +23.5% 525 $42K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.2% 523 $42K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -83.2% 517 $41K
Retirement Group, LLC 0.01% Add +54.3% 517 $41K
Arrow Financial Corp 0.00% No change 511 $41K
nVerses Capital, LLC 0.10% New 500 $40K
Elevation Wealth Partners, LLC 0.02% No change 500 $40K
Crewe Advisors LLC 0.00% New 498 $40K
Laurel Wealth Advisors LLC 0.01% Reduce -7.3% 494 $39K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -1.0% 494 $39K
Raleigh Capital Management Inc. 0.02% Add +95.9% 480 $38K
Creekmur Asset Management LLC 0.01% Add +5.8% 455 $36K
Chesapeake Asset Management LLC 0.04% Reduce -2.2% 446 $36K
Washington Trust Advisors, Inc. 0.00% No change 440 $35K
Steph & Co. 0.01% Add +192.0% 438 $35K
Boyd Watterson Asset Management LLC 0.01% No change 435 $35K
Arlington Trust Co LLC 0.01% Reduce -53.0% 400 $32K
Lowe Wealth Advisors, LLC 0.01% Add +0.5% 395 $32K
Bell Investment Advisors, Inc 0.01% Add +15.3% 384 $31K
Altshuler Shaham Ltd 0.00% Reduce -33.0% 382 $30K
Maryland Capital Advisors Inc. 0.02% No change 378 $30K
Front Row Advisors LLC 0.01% Add +73.2% 355 $28K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -4.9% 348 $28K
Versant Capital Management, Inc 0.01% Add +45.8% 347 $28K
Institutional & Family Asset Management, LLC 0.00% Add +124.7% 346 $28K
FSA Wealth Management LLC 0.01% Add +0.3% 341 $27K
Financial Perspectives, Inc 0.01% Reduce -13.5% 339 $27K
Horizon Financial Services, LLC 0.02% New 325 $26K
Clear Point Advisors Inc. 0.02% Add +0.9% 324 $26K
Motco 0.00% Reduce -0.3% 322 $26K
LFA - Lugano Financial Advisors SA 0.02% Add +300.0% 316 $25K
PFG Private Wealth Management, LLC 0.02% No change 315 $25K
PrairieView Partners, LLC 0.00% No change 310 $25K
Cornerstone Planning Group LLC 0.01% Reduce -5.1% 447 $25K
Balefire, LLC 0.01% Reduce -2.8% 311 $25K
Quintet Private Bank (Europe) S.A. 0.00% New 267 $25K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -90.8% 300 $24K
Cedar Wealth Management, LLC 0.01% Add +445.4% 300 $24K
Mendota Financial Group, LLC 0.01% No change 299 $24K
Godsey & Gibb, Inc. 0.00% Reduce -8.8% 299 $24K
Quarry LP 0.01% New 299 $24K
Planning Capital Management Corp 0.02% No change 288 $23K
Kelly Financial Services LLC 0.01% Add +57.5% 285 $23K
Naples Money Management LLC 0.02% No change 278 $22K
Caitlin John, LLC 0.02% Reduce -12.4% 268 $21K
Abound Wealth Management 0.01% Reduce -6.7% 265 $21K
First Community Trust NA 0.02% No change 260 $21K
Red Tortoise LLC 0.01% Add +542.5% 257 $21K
CBIZ Investment Advisory Services, LLC 0.00% New 255 $20K
Financial Freedom, LLC 0.01% Add +1.2% 252 $20K
Atticus Wealth Management, LLC 0.01% Reduce -31.4% 251 $20K
Pacific Center for Financial Services 0.01% No change 250 $20K
Tucker Asset Management LLC 0.00% No change 250 $20K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 250 $20K
American Capital Advisory, LLC 0.02% Add +560.0% 264 $20K
IAG Wealth Partners, LLC 0.00% Add +0.9% 229 $18K
Providence Capital Advisors, LLC 0.00% Add +9.5% 219 $17K
Private Ocean, LLC 0.00% No change 218 $17K
Avion Wealth 0.00% Add +17.8% 212 $17K
LifeSteps Financial, Inc. 0.01% New 212 $17K
EnRich Financial Partners LLC 0.01% New 207 $17K
West Financial Advisors, LLC 0.00% No change 203 $16K
West Oak Capital, LLC 0.01% Reduce -88.5% 195 $16K
CarsonAllaria Wealth Management, Ltd. 0.01% New 179 $14K
Louisbourg Investments Inc. 0.00% New 175 $14K
DHJJ Financial Advisors, Ltd. 0.01% No change 172 $14K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 163 $13K
Valued Wealth Advisors LLC 0.01% Add +25.6% 162 $13K
Dunhill Financial, LLC 0.01% Add +11.9% 160 $13K
WR Wealth Planners, LLC 0.00% New 160 $13K
Mine & Arao Wealth Creation & Management, LLC. 0.01% No change 159 $13K
Distillate Capital Partners LLC 2.13% Reduce -8.1% 159 $13K
Winch Advisory Services, LLC 0.00% Add +0.7% 154 $12K
NCP Inc. 0.01% — 152 $12K
Legend Financial Advisors, Inc. 0.01% Add +200.0% 150 $12K
Hollencrest Capital Management 0.00% Reduce -97.6% 150 $12K
Riggs Asset Managment Co. Inc. 0.00% No change 144 $11K
TrinityBridge Ltd 0.00% No change 128 $10K
Miller Wealth Advisors, LLC 0.01% No change 125 $10K
Tidemark, LLC 0.01% No change 125 $10K
JDM Financial Group LLC 0.01% No change 122 $10K
Arax Advisory Partners 0.00% Reduce -13.7% 120 $10K
Macroview Investment Management LLC 0.01% No change 107 $9K
Pineridge Advisors LLC 0.00% Reduce -59.5% 106 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 105 $8K
Penserra Capital Management LLC 0.00% Reduce -98.2% 105 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 100 $8K
Frank, Rimerman Advisors LLC 0.00% No change 99 $8K
First Pacific Financial 0.00% Add +31.9% 95 $8K
POM Investment Strategies, LLC 0.01% New 94 $7K
Global Wealth Strategies & Associates 0.00% No change 94 $7K
Northwest Investment Counselors, LLC 0.00% New 92 $7K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.3% 87 $7K
SJS Investment Consulting Inc. 0.00% Reduce -60.7% 86 $7K
Halpern Financial, Inc. 0.00% No change 83 $6K
Pin Oak Investment Advisors Inc. 0.01% No change 71 $6K
Spotlight Asset Group, Inc. 0.00% New 72 $6K
Robinswood Financial LLC 0.00% No change 72 $6K
Activest Wealth Management 0.00% Reduce -1.4% 68 $5K
Aspect Partners, LLC 0.00% Add +3.2% 64 $5K
Delos Wealth Advisors, LLC 0.01% Add +300.0% 60 $5K
Core Wealth Advisors, Inc. 0.00% No change 60 $5K
Rakuten Securities, Inc. 0.00% Add +13.7% 58 $5K
Beaird Harris Wealth Management, LLC 0.00% Add +29.6% 57 $5K
Old Second National Bank of Aurora 0.00% No change 52 $4K
RE Dickinson Investment Advisors, LLC 0.00% No change 50 $4K
First Personal Financial Services 0.00% No change 45 $4K
PayPay Securities Corp 0.16% Reduce -8.9% 41 $3K
Impact Partnership Wealth, LLC 0.00% Reduce -99.6% 40 $3K
Longfellow Investment Management Co. LLC 0.00% No change 40 $3K
Richard W. Paul & Associates, LLC 0.00% No change 33 $3K
Bay Harbor Wealth Management, LLC 0.00% No change 32 $3K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -32.6% 29 $2K
VitalStone Financial, LLC 0.00% Reduce -99.7% 28 $2K
WestEnd Advisors, LLC 0.00% No change 20 $2K
Tradewinds Capital Management, LLC 0.00% No change 18 $1K
AlphaQuest LLC 0.00% New 16 $1K
TFO Wealth Partners, LLC 0.00% Reduce -63.9% 13 $1K
Annapolis Financial Services, LLC 0.00% New 12 $967
Clarity Asset Management, Inc. 0.00% Add +9.1% 12 $925
Guardian Wealth Management, Inc. 0.00% No change 11 $864
Western Pacific Wealth Management, LP 0.00% New 7 $558
ORG Partners LLC 0.00% Reduce -99.5% 5 $405
Fairman Group, LLC 0.00% No change 5 $399
Kessler Investment Group, LLC 0.00% No change 2 $160
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -100.0% 1 $80
Cutler Group LLC / CA 0.00% Reduce -99.9% 4 $0

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