CVS HealthCVS

13F holders, Q1 2025 (March 31)
1,755holders +85
259new positions
170sold out
13famous investors
$67.74avg. 13F price*

At the end of Q1 2025, 1,755 institutions reported holding CVS Health Corp. (CVS) in their 13F filings, up 85 from Q4 2024. 259 opened new positions and 170 sold out. The largest holders were Vanguard Group Inc. ($8.0B), BlackRock, Inc. ($7.6B) and Dodge & Cox ($5.0B). 13 famous investors held it, including Prem Watsa (10.0% of Fairfax Financial Holdings's portfolio), John W. Rogers Jr. (0.8% of Ariel Investments's portfolio) and Bill Nygren (0.7% of Harris Associates (Oakmark Funds)'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions259$529.4M
Exits170$564.2M

All 13F filers, Q4 2024 → Q1 2025: 110,341,222 shares bought and 75,521,236 shares sold, net +34,819,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,755 holders

Vanguard Group Inc. 0.14% Add +0.8% 118,335,394 $8.0B
BlackRock, Inc. 0.16% Add +6.3% 112,593,476 $7.6B
Dodge & Cox 2.84% Add +4.8% 73,459,122 $5.0B
Capital World Investors 0.75% Add +12.1% 68,398,405 $4.6B
State Street Corp. 0.16% Add +1.8% 57,988,171 $3.9B
FMR LLC 0.13% Add +9.8% 30,893,511 $2.1B
Geode Capital Management, LLC 0.15% Add +3.4% 27,959,409 $1.9B
Capital International Investors 0.35% Reduce -1.8% 26,187,658 $1.8B
JPMorgan Chase & Co. 0.12% Add +68.7% 23,436,358 $1.6B
Invesco Ltd. 0.26% Add +13.2% 20,413,853 $1.4B
Capital Research Global Investors 0.28% Add +647.4% 18,726,297 $1.3B
Morgan Stanley 0.09% Add +2.1% 17,933,629 $1.2B
Pzena Investment Management LLC 4.18% Reduce -9.8% 17,682,374 $1.2B
Norges Bank 0.16% Reduce -8.4% 17,123,427 $1.2B
T. Rowe Price Associates Inc. 0.13% Add +14.5% 15,309,289 $1.0B
Charles Schwab Investment Management Inc. 0.17% Add +5.6% 13,647,873 $924.6M
Northern Trust Corp. 0.13% Add +0.5% 12,555,958 $850.7M
Glenview Capital Management, LLC 19.99% No change 11,946,799 $809.4M
Davis Selected Advisers 4.51% Add +1.4% 11,549,057 $782.4M
Bank of America Corp. 0.06% Add +19.4% 10,616,259 $719.3M
Legal & General Group Plc 0.17% Add +1.9% 9,379,160 $635.4M
Goldman Sachs Group Inc. 0.12% Add +72.3% 9,191,050 $622.7M
Bank of New York Mellon Corp 0.12% Add +2.1% 8,981,262 $608.5M
Dimensional Fund Advisors LP 0.14% Reduce -1.4% 8,529,414 $577.8M
Clearbridge Investments, LLC 0.50% Add +92.9% 8,482,382 $574.7M
UBS Group AG 0.13% Reduce -15.2% 8,405,917 $569.5M
Royal Bank of Canada 0.13% Reduce -15.9% 8,393,705 $568.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Reduce -1.2% 8,322,822 $563.9M
Hotchkis & Wiley Capital Management LLC 1.76% Reduce -39.9% 7,777,152 $526.9M
Franklin Resources Inc. 0.15% Reduce -28.2% 7,702,043 $521.8M
Ameriprise Financial Inc. 0.14% Add +2.0% 7,470,039 $506.2M
Citadel Advisors 0.42% Reduce -1.7% 6,260,250 $424.1M
Harris Associates (Oakmark Funds) 0.68% Add +5.0% 5,995,818 $406.2M
Holocene Advisors, LP 1.19% Add +124.9% 5,928,174 $401.6M
Wells Fargo & Company 0.10% Add +103.9% 5,913,736 $400.7M
LSV Asset Management 0.82% Reduce -6.6% 5,046,986 $341.9M
Amundi 0.12% Reduce -32.5% 4,764,337 $321.8M
Nordea Investment Management AB 0.32% Reduce -15.3% 4,411,182 $299.9M
BNP Paribas Financial Markets 0.20% Add +41.3% 3,806,716 $257.9M
Millennium Management 0.25% Reduce -11.0% 3,728,991 $252.6M
Marshall Wace, LLP 0.34% Add +444.3% 3,726,296 $252.5M
AQR Capital Management 0.26% Add +38.3% 3,687,268 $249.1M
Deutsche Bank AG 0.10% Reduce -18.7% 3,562,603 $241.4M
Swiss National Bank 0.17% Reduce -0.1% 3,549,260 $240.5M
Assenagon Asset Management S.A. 0.43% Add +310.8% 3,523,824 $238.7M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +1.2% 3,495,427 $236.8M
Russell Investments Group, Ltd. 0.32% Add +8.8% 3,453,288 $234.0M
Brandywine Global Investment Management, LLC 1.69% Add +20.1% 3,421,519 $231.8M
Barclays PLC 0.10% Reduce -4.4% 3,269,789 $221.5M
National Pension Service 0.21% Add +5.8% 3,152,397 $213.6M
Sachem Head Capital Management LP 8.50% Add +400.8% 3,130,000 $212.1M
Raymond James Financial Inc. 0.08% Add +18.3% 3,057,709 $207.2M
Nuveen, LLC 0.06% — 3,017,288 $204.4M
Primecap Management Co. 0.16% Reduce -2.7% 2,916,505 $197.6M
First Trust Advisors LP 0.17% Reduce -4.3% 2,831,517 $191.8M
Fairfax Financial Holdings 9.96% No change 2,712,000 $183.8M
HSBC Holdings PLC 0.11% Reduce -2.7% 2,544,621 $172.2M
Voya Investment Management LLC 0.22% Reduce -14.2% 2,463,583 $166.9M
CANADA LIFE ASSURANCE Co 0.29% Add +14.9% 2,430,969 $165.1M
Rhumbline Advisers 0.15% Reduce -9.0% 2,413,999 $163.5M
ARGA Investment Management, LP 5.27% Reduce -3.4% 2,321,242 $157.3M
Camber Capital Management LP 9.51% Reduce -25.0% 2,250,000 $152.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +11.3% 2,238,084 $151.6M
California Public Employees Retirement System 0.10% Reduce -13.1% 2,204,652 $149.4M
Susquehanna International Group, LLP 0.24% Reduce -46.8% 2,150,009 $145.7M
New York State Common Retirement Fund 0.21% Reduce -0.0% 2,146,707 $145.4M
Janus Henderson Group PLC 0.08% Add +174.5% 2,100,326 $141.0M
California State Teachers Retirement System 0.17% Reduce -0.6% 1,997,631 $135.3M
Bank of Montreal 0.07% Reduce -27.8% 1,905,944 $129.1M
Jennison Associates LLC 0.09% Add +503.8% 1,896,341 $128.5M
DekaBank Deutsche Girozentrale 0.25% Add +2.3% 1,901,908 $126.8M
Envestnet Asset Management Inc. 0.04% Add +21.8% 1,863,078 $126.2M
Epoch Investment Partners, Inc. 0.63% Add +49.5% 1,785,786 $121.0M
Citigroup Inc. 0.09% Reduce -3.2% 1,784,124 $120.9M
Brandes Investment Partners, LP 1.17% Add +8.7% 1,700,002 $115.2M
Turtle Creek Asset Management Inc. 3.24% Reduce -13.0% 1,698,441 $115.1M
Macquarie Group Ltd. 0.13% Reduce -67.8% 1,563,071 $105.8M
Empyrean Capital Partners, LP 6.11% Add +72.0% 1,531,000 $103.7M
Alliancebernstein L.P. 0.04% Add +3.5% 1,489,965 $100.9M
Principal Financial Group Inc. 0.06% Add +2.1% 1,452,700 $98.4M
Swedbank AB 0.13% Add +1.0% 1,420,266 $96.2M
Canoe Financial LP 1.51% New 1,388,195 $94.1M
Value Partners Investments Inc. 7.90% Add +1097.1% 1,349,421 $91.5M
Patient Capital Management, LLC 4.62% Add +2.1% 1,325,638 $89.8M
National Bank of Canada 0.10% Reduce -53.0% 1,261,535 $85.5M
Arrowstreet Capital, Limited Partnership 0.07% Add +570.3% 1,227,610 $83.2M
Edgar Lomax Co. 5.20% Add +38.3% 1,226,235 $83.1M
SRS Investment Management, LLC 1.11% New 1,217,492 $82.5M
State Board of Administration of Florida Retirement System 0.16% No change 1,202,769 $81.5M
LPL Financial LLC 0.03% Add +11.3% 1,201,641 $81.4M
Balyasny Asset Management L.P. 0.20% Reduce -36.4% 1,160,420 $78.6M
Aberdeen Group plc 0.15% Add +52.4% 1,143,478 $77.3M
Nomura Asset Management Co. Ltd. 0.23% Reduce -24.2% 1,132,320 $76.7M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -5.8% 1,123,774 $76.1M
Letko, Brosseau & Associates Inc. 1.60% Reduce -0.2% 1,112,190 $75.4M
Manufacturers Life Insurance Company, The 0.07% Reduce -2.7% 1,108,048 $75.1M
Natixis Advisors, LLC 0.14% Add +93.1% 1,091,439 $73.9M
TD Asset Management Inc 0.07% Add +34.7% 1,064,968 $72.2M
New York State Teachers Retirement System 0.16% Reduce -8.9% 1,055,339 $71.5M
Long Focus Capital Management, LLC 4.79% Reduce -8.9% 1,040,000 $70.5M
Victory Capital Management Inc. 0.07% Reduce -3.8% 1,020,552 $69.1M
Ariel Investments 0.81% Add +9.8% 1,020,033 $69.1M
Ensign Peak Advisors, Inc 0.13% Add +93.9% 1,009,116 $68.4M
Silvercrest Asset Management Group LLC 0.49% Add +10.3% 1,008,238 $68.3M
Federation des caisses Desjardins du Quebec 0.33% Add +1.9% 992,585 $67.2M
Storebrand Asset Management As 0.22% Reduce -10.5% 988,446 $67.0M
Korea Investment CORP 0.16% Add +50.8% 986,347 $66.8M
Freestone Grove Partners LP 0.67% Add +19.4% 963,196 $65.3M
GMO 0.20% Add +21.3% 941,367 $63.8M
Mawer Investment Management Ltd. 0.31% Reduce -0.7% 936,444 $63.4M
Canada Pension Plan Investment Board 0.06% Add +15.5% 918,127 $62.2M
Fort Washington Investment Advisors Inc. 0.38% Reduce -17.1% 903,826 $61.2M
Allianz Asset Management GmbH 0.09% Reduce -0.3% 880,691 $59.7M
Prudential Financial Inc. 0.08% Add +4.7% 861,885 $58.4M
Stifel Financial Corp. 0.06% Add +12.4% 842,555 $57.1M
Van Eck Associates Corp. 0.07% Add +29.9% 836,697 $56.7M
STRS Ohio 0.23% Add +3.6% 823,254 $55.8M
RNC Capital Management LLC 2.81% Add +44.6% 813,333 $55.1M
AustralianSuper Pty Ltd 0.31% Reduce -37.8% 798,903 $54.1M
Aviva PLC 0.13% Add +16.2% 791,555 $53.6M
Solel Partners LP 9.71% Reduce -45.6% 774,300 $52.5M
Mitsubishi UFJ Trust & Banking Corp 0.14% Reduce -0.7% 768,690 $52.1M
State of Wisconsin Investment Board 0.13% Add +6.0% 756,573 $51.3M
AXA S.A. 0.17% Reduce -29.9% 750,895 $50.9M
Jane Street Group, LLC 0.09% Reduce -80.3% 740,269 $50.2M
Sei Investments Co. 0.06% Add +3.0% 737,178 $49.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% Add +1.4% 708,479 $48.0M
Bank of Nova Scotia 0.11% Add +256.5% 708,278 $48.0M
Douglas Lane & Associates, LLC 0.70% Add +1.8% 702,663 $47.6M
Susquehanna Fundamental Investments, LLC 0.79% Add +10.3% 693,174 $47.0M
APG Asset Management N.V. 0.14% Reduce -3.5% 741,238 $46.5M
SRB Corp. 3.00% Reduce -40.0% 678,988 $46.0M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -10.4% 675,317 $45.8M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Reduce -8.3% 673,033 $45.6M
Mackenzie Financial Corp. 0.06% Reduce -20.4% 654,098 $44.3M
Edmond DE Rothschild Holding S.A. 0.78% Reduce -42.3% 653,100 $44.2M
Cerity Partners LLC 0.09% Add +25.0% 648,266 $43.9M
American Century Companies Inc. 0.03% Reduce -21.7% 630,583 $42.7M
Nexus Investment Management ULC 4.80% Add +10.0% 434,935 $42.4M
8 Knots Management, LLC 5.27% Add +27.3% 617,120 $41.8M
Swiss Life Asset Management Ltd 0.29% Add +4.9% 586,931 $39.8M
Handelsbanken Fonder AB 0.16% Reduce -3.1% 584,214 $39.6M
Seizert Capital Partners, LLC 1.81% Add +2.6% 584,141 $39.6M
Royal London Asset Management Ltd. 0.09% Add +11.6% 583,601 $39.5M
Treasurer of the State of North Carolina 0.16% Reduce -2.6% 577,485 $39.1M
Public Employees Retirement System of Ohio 0.14% Reduce -6.4% 575,371 $39.0M
Skandinaviska Enskilda Banken AB (publ) 0.19% Add +122.5% 565,152 $38.3M
PNC Financial Services Group, Inc. 0.02% Reduce -6.7% 559,769 $37.9M
Kiltearn Partners LLP 7.14% Reduce -14.7% 553,168 $37.5M
Pictet Asset Management Holding SA 0.04% Reduce -4.1% 542,879 $36.8M
Oppenheimer Asset Management Inc. 0.45% Add +23.5% 538,341 $36.5M
Assetmark, Inc. 0.10% Add +38.2% 533,803 $36.2M
Danske Bank A/S 0.11% Reduce -15.1% 530,478 $35.9M
Asset Management One Co., Ltd. 0.12% Add +7.5% 514,355 $34.8M
Polaris Capital Management, LLC 1.97% Add +3.7% 507,400 $34.4M
Parkman Healthcare Partners LLC 3.99% Add +176.0% 496,736 $33.7M
Commonwealth Equity Services, LLC 0.05% Reduce -3.4% 493,343 $33.4M
Quinn Opportunity Partners LLC 2.29% Reduce -0.8% 480,850 $32.6M
Junto Capital Management LP 0.75% New 480,677 $32.6M
Mn Services Vermogensbeheer B.V. 0.25% Reduce -6.1% 474,900 $32.2M
State of Tennessee, Department of Treasury 0.12% Reduce -0.5% 474,740 $32.2M
Poplar Forest Capital LLC 5.58% Add +20.6% 463,096 $31.4M
KLP Kapitalforvaltning As 0.15% Reduce -14.1% 462,303 $31.3M
Capital International, Inc. 0.38% Add +10.6% 459,551 $31.1M
Resona Asset Management Co.,Ltd. 0.18% Add +6.6% 456,208 $30.9M
Toronto Dominion Bank 0.08% Reduce -48.0% 455,238 $30.8M
Barrow Hanley Mewhinney & Strauss LLC 0.11% Reduce -5.0% 455,210 $30.8M
Factory Mutual Insurance Co. 0.35% Add +123.2% 449,243 $30.4M
Public Sector Pension Investment Board 0.13% Add +3.3% 445,021 $30.2M
Owl Creek Asset Management, L.P. 4.82% New 436,747 $29.6M
Parsifal Capital Management, LP 3.01% New 425,100 $28.8M
State of New Jersey Common Pension Fund D 0.13% Reduce -8.6% 423,143 $28.7M
Nan Shan Life Insurance Co., Ltd. 0.66% Reduce -6.9% 411,413 $27.9M
Lansforsakringar Fondforvaltning AB (publ) 0.17% Reduce -2.7% 411,362 $27.9M
State of Michigan Retirement System 0.16% Reduce -88.6% 409,577 $27.7M
Gabelli Funds LLC 0.21% Reduce -6.5% 407,000 $27.6M
Cacti Asset Management LLC 2.13% No change 410,360 $27.6M
Wellington Management Group LLP 0.01% Add +83.2% 403,365 $27.3M
Cantor Fitzgerald Investment Advisors L.P. 1.99% Reduce -0.3% 403,120 $27.3M
OneDigital Investment Advisors LLC 0.32% Add +0.4% 400,955 $27.2M
Vaughan David Investments LLC 0.63% Add +6.3% 396,378 $26.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +0.7% 393,684 $26.7M
Corient Private Wealth LP 0.04% Reduce -13.3% 392,370 $26.6M
Deroy & Devereaux Private Investment Counsel Inc. 1.55% Reduce -0.6% 392,254 $26.6M
Capitolis Liquid Global Markets LLC 0.23% New 381,000 $25.8M
Impax Asset Management Group plc 0.15% Reduce -14.0% 379,107 $25.7M
TCTC Holdings, LLC 0.89% Reduce -2.0% 372,214 $25.2M
Arizona State Retirement System 0.16% Add +2.0% 369,308 $25.0M
Alps Advisors Inc. 0.14% Reduce -25.0% 367,819 $24.9M
Rockefeller Capital Management L.P. 0.06% Reduce -14.5% 362,657 $24.6M
CapWealth Advisors, LLC 2.66% Add +7.1% 361,854 $24.5M
TD Waterhouse Canada Inc. 0.20% Add +21.5% 409,603 $24.5M
Schroder Investment Management Group 0.02% Add +159.5% 359,435 $24.1M
D. E. Shaw & Co. 0.03% Reduce -70.0% 355,105 $24.1M
Neuberger Berman Group LLC 0.02% Reduce -8.3% 347,509 $23.5M
Cetera Investment Advisers 0.05% Add +8.2% 344,963 $23.4M
Nomura Holdings Inc. 0.12% Reduce -40.2% 337,895 $22.9M
Cibc World Market Inc. 0.05% Reduce -2.1% 333,793 $22.6M
Simplex Trading, LLC 0.80% Reduce -27.4% 332,331 $22.5M
Trexquant Investment LP 0.26% Add +41.4% 331,722 $22.5M
Nisa Investment Advisors, LLC 0.11% Add +8.9% 331,498 $22.5M
BI Asset Management Fondsmaeglerselskab A/S 0.25% Reduce -30.1% 330,722 $22.4M
MetLife Investment Management, LLC 0.12% Reduce -1.7% 327,482 $22.2M
AMF Tjanstepension AB 0.16% Reduce -17.8% 325,883 $22.1M
Focus Partners Wealth 0.06% Reduce -11.9% 325,036 $22.0M
Lazard Asset Management LLC 0.04% Reduce -92.6% 317,000 $21.5M
Crossmark Global Holdings, Inc. 0.38% Add +6.7% 316,438 $21.4M
Janney Montgomery Scott LLC 0.06% Add +21.7% 315,098 $21.3M
Gateway Investment Advisers LLC 0.24% Add +3.1% 312,463 $21.2M
PFM Health Sciences, LP 1.67% New 312,305 $21.2M
Bridgewater Associates 0.10% Add +91.8% 309,849 $21.0M
Corebridge Financial, Inc. 0.12% Reduce -3.2% 308,004 $20.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.21% Add +2.0% 306,260 $20.7M
Guggenheim Capital LLC 0.19% Reduce -13.5% 305,779 $20.7M
Claret Asset Management Corp 4.01% Reduce -1.2% 298,008 $20.2M
Old National Bancorp 0.53% Add +20.1% 297,713 $20.2M
Windward Capital Management Co. 1.71% Add +0.3% 292,798 $19.8M
Comerica Bank 0.08% Add +6.2% 291,508 $19.7M
Robeco Institutional Asset Management B.V. 0.04% Add +33.9% 290,990 $19.7M
Callodine Capital Management, LP 3.27% New 290,000 $19.6M
Czech National Bank 0.18% Add +6.2% 289,645 $19.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +7.8% 288,328 $19.5M
KBC Group NV 0.06% Reduce -82.6% 288,156 $19.5M
Baird Financial Group, Inc. 0.04% Add +13.7% 286,703 $19.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -10.8% 283,672 $19.2M
Teacher Retirement System of Texas 0.08% Add +247.9% 282,232 $19.1M
Captrust Financial Advisors 0.05% Add +2.4% 280,556 $19.0M
Mariner, LLC 0.03% Add +11.3% 276,778 $18.8M
Retirement Systems of Alabama 0.07% Reduce -0.6% 270,932 $18.4M
Community Trust & Investment Co. 1.15% Add +14.4% 265,953 $18.0M
Forsta Ap-Fonden 0.14% Reduce -29.4% 265,300 $18.0M
Farmers & Merchants Investments Inc. 0.56% Reduce -1.5% 262,344 $17.8M
Watchtower Advisors, LP 12.79% New 260,000 $17.6M
Applied Finance Capital Management, LLC 1.26% Reduce -47.9% 253,427 $17.2M
HighTower Advisors, LLC 0.02% Reduce -12.9% 252,767 $17.1M
Allspring Global Investments Holdings, LLC 0.03% Reduce -25.4% 250,512 $17.0M
Illinois Municipal Retirement Fund 0.24% Reduce -19.3% 247,796 $16.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -28.1% 244,651 $16.6M
Amalgamated Bank 0.14% Add +1.3% 244,654 $16.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Reduce -0.1% 240,653 $16.3M
Burney Co./ 0.59% Add +1111.3% 237,363 $16.1M
South Dakota Investment Council 0.33% Reduce -0.1% 237,159 $16.1M
Rhenman & Partners Asset Management AB 1.84% Reduce -11.8% 235,862 $16.0M
ProShare Advisors LLC 0.04% Add +3.9% 234,512 $15.9M
Candriam S.C.A. 0.10% Add +112.4% 234,091 $15.9M
Creative Planning 0.01% Add +7.6% 232,893 $15.8M
Yousif Capital Management, LLC 0.18% Add +2.8% 231,834 $15.7M
Canal Insurance CO 3.68% No change 230,000 $15.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +8.1% 229,324 $15.5M
IFM Investors Pty Ltd 0.17% No change 228,090 $15.5M
USS Investment Management Ltd 0.11% Reduce -43.9% 223,358 $15.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -61.0% 222,710 $15.1M
DNB Asset Management AS 0.07% Add +0.9% 221,335 $15.0M
Great Lakes Advisors, LLC 0.13% Reduce -1.7% 220,855 $15.0M
Calamos Advisors LLC 0.10% Add +1.1% 220,518 $14.9M
Townsquare Capital LLC 0.16% Add +18.4% 219,498 $14.9M
Intact Investment Management Inc. 0.51% Reduce -20.1% 218,900 $14.8M
CIBC Asset Management Inc 0.05% Reduce -0.7% 218,112 $14.8M
Advisors Capital Management, LLC 0.23% Add +7.3% 217,896 $14.8M
Wealthfront Advisers LLC 0.04% Add +86.8% 216,373 $14.7M
Truist Financial Corp. 0.02% Reduce -25.9% 212,343 $14.4M
ING Groep NV 0.10% Add +42.8% 212,002 $14.4M
Empowered Funds, LLC 0.20% Add +560.4% 211,484 $14.3M
Jones Financial Companies LLLP 0.01% Add +46.1% 211,901 $14.2M
Utah Retirement Systems 0.16% Reduce -0.2% 208,662 $14.1M
Ieq Capital, LLC 0.11% Add +665.5% 207,616 $14.1M
Park National Corp. 0.51% Reduce -11.9% 205,210 $13.9M
Man Group plc 0.04% Reduce -75.6% 204,944 $13.9M
NorthCoast Asset Management LLC 0.07% Add +3.7% 204,515 $13.9M
SG Americas Securities, LLC 0.05% Add +606.3% 203,407 $13.8M
Quantinno Capital Management LP 0.09% Add +328.9% 202,924 $13.7M
Sector Gamma As 4.38% Reduce -6.9% 202,000 $13.7M
ExodusPoint Capital Management, LP 0.18% Reduce -21.0% 201,197 $13.6M
Integral Health Asset Management, LLC 1.50% Reduce -60.0% 200,000 $13.6M
Varma Mutual Pension Insurance Co 0.12% Add +19.4% 199,773 $13.5M
Davidson Investment Advisors 0.67% Add +23.2% 198,833 $13.5M
O'shaughnessy Asset Management, LLC 0.11% Add +238.8% 196,808 $13.3M
US Bancorp \de 0.02% Reduce -6.2% 196,389 $13.3M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -2.3% 195,871 $13.3M
Osborne Partners Capital Management, LLC 0.76% Reduce -5.5% 195,354 $13.2M
CW Advisors, LLC 0.16% Add +2.3% 194,806 $13.2M
Osaic Holdings, Inc. 0.03% Reduce -6.3% 194,094 $13.2M
Advisors Asset Management, Inc. 0.24% Add +1.1% 191,359 $13.0M
Ally Financial Inc. 1.45% No change 191,000 $12.9M
Xponance LLC 0.12% Reduce -0.2% 188,508 $12.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.09% — 185,500 $12.6M
Sanctuary Advisors, LLC 0.09% Reduce -1.4% 184,590 $12.5M
Police & Firemen's Retirement System of New Jersey 0.13% Add +0.4% 183,867 $12.5M
State of Alaska, Department of Revenue 0.14% Add +2.4% 181,693 $12.3M
D.A. Davidson & Co. 0.10% Reduce -3.4% 181,358 $12.3M
M&T Bank Corp 0.04% Reduce -8.6% 181,289 $12.3M
DDD Partners, LLC 1.49% New 180,442 $12.2M
Parkwood LLC 1.19% Reduce -9.8% 179,677 $12.2M
Daiwa Securities Group Inc. 0.05% Add +8.1% 178,643 $12.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.14% Reduce -43.1% 172,819 $11.7M
Fifth Third Bancorp 0.04% Add +4.6% 169,749 $11.5M
Public Employees Retirement Association of Colorado 0.05% Reduce -0.1% 169,358 $11.5M
New York Life Investment Management LLC 0.12% Reduce -0.1% 168,488 $11.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +6.4% 167,388 $11.3M
Peapack Gladstone Financial Corp. 0.17% Reduce -2.1% 166,674 $11.3M
Cinctive Capital Management LP 0.90% New 166,290 $11.3M
Pathstone Holdings, LLC 0.05% Reduce -14.1% 163,135 $11.1M
Triglav Investments, D.O.O. 0.92% Reduce -8.2% 161,565 $10.9M
Avantax Advisory Services, Inc. 0.07% Add +25.7% 160,764 $10.9M
Scharf Investments, LLC 0.33% Reduce -84.4% 159,812 $10.8M
Nissay Asset Management Corp. /Japan 0.07% Add +1.3% 158,526 $10.7M
Scotia Capital Inc. 0.06% Add +17.0% 156,448 $10.6M
Cibc World Markets Corp. 0.08% Reduce -23.5% 151,969 $10.3M
Aquatic Capital Management LLC 0.26% Reduce -79.8% 151,713 $10.3M
Cohen Capital Management, Inc. 1.76% Reduce -0.2% 151,595 $10.3M
BW Gestao de Investimentos Ltda. 1.15% Reduce -16.7% 150,000 $10.2M
Elo Mutual Pension Insurance Co 0.23% Add +30.5% 149,783 $10.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -48.0% 149,247 $10.1M
Debussy Capital Management LP 1.63% Reduce -4.9% 149,241 $10.1M
Alpha Omega Wealth Management LLC 1.93% Add +23.0% 148,919 $10.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +12.6% 149,343 $10.0M
Gotham Asset Management 0.08% Reduce -36.0% 147,562 $10.0M
MML Investors Services, LLC 0.03% Reduce -16.0% 147,205 $10.0M
Mutual of America Capital Management LLC 0.11% Reduce -2.7% 146,939 $10.0M
Level Four Advisory Services, LLC 0.41% Add +50.7% 146,601 $9.9M
Strategic Planning, Inc. 5.56% — 145,437 $9.9M
Schonfeld Strategic Advisors LLC 0.07% Add +953.5% 144,042 $9.8M
F&V Capital Management, LLC 2.52% Add +5.7% 143,249 $9.7M
Thompson Investment Management, Inc. 1.45% Reduce -2.4% 142,261 $9.6M
Parthenon LLC 1.18% Reduce -0.3% 141,848 $9.6M
Verition Fund Management LLC 0.06% Reduce -37.2% 140,813 $9.5M
LBP Am SA 0.15% Reduce -3.7% 140,330 $9.5M
Moore Capital Management, LP 0.37% Reduce -70.6% 140,000 $9.5M
Squarepoint Ops LLC 0.02% Reduce -5.0% 139,111 $9.4M
Madison Asset Management, LLC 0.10% No change 138,850 $9.4M
GAMCO Investors 0.10% Reduce -6.2% 134,996 $9.1M
ASR Vermogensbeheer N.V. 0.13% — 133,275 $9.0M
OP Asset Management Ltd 0.15% — 131,766 $8.9M
Cutler Investment Counsel LLC 1.07% Add +3.1% 131,744 $8.9M
Achmea Investment Management B.V. 0.13% Add +23.2% 130,810 $8.9M
Thompson Siegel & Walmsley LLC 0.15% Add +2.7% 129,973 $8.8M
Vanguard Personalized Indexing Management, LLC 0.13% Add +35.7% 129,696 $8.8M
Cobblestone Capital Advisors LLC 0.48% Add +11.6% 128,278 $8.7M
Robeco Schweiz AG 0.21% No change 128,020 $8.7M
Walleye Trading LLC 0.24% Add +108.4% 126,642 $8.6M
Greatmark Investment Partners, Inc. 1.17% Reduce -1.4% 126,503 $8.6M
Cardinal Point Capital Management ULC 0.79% New 126,145 $8.5M
Permit Capital, LLC 3.01% No change 125,500 $8.5M
Bard Financial Services, Inc. 1.03% Reduce -12.0% 124,828 $8.5M
1834 Investment Advisors Co. 1.06% Add +4.7% 121,439 $8.2M
Sompo Asset Management Co., Ltd. 1.50% Reduce -7.0% 118,894 $8.1M
Coerente Capital Management 1.55% Reduce -4.1% 117,184 $7.9M
Rafferty Asset Management, LLC 0.03% Reduce -18.2% 116,739 $7.9M
Credit Agricole S A 0.03% Reduce -51.1% 116,363 $7.9M
Tidal Investments LLC 0.07% Add +10.4% 114,891 $7.8M
Acadian Asset Management LLC 0.02% Add +888.7% 114,903 $7.8M
Fisher Funds Management LTD 0.19% No change 114,549 $7.8M
Rakuten Investment Management, Inc. 0.04% — 115,172 $7.7M
Los Angeles Capital Management LLC 0.03% Add +1397.7% 112,744 $7.6M
Lorne Steinberg Wealth Management Inc. 2.17% Add +3.4% 110,077 $7.5M
Olstein Capital Management, L.P. 1.37% Reduce -10.6% 110,000 $7.5M
AMG National Trust Bank 0.21% Add +9.7% 109,512 $7.4M
Oregon Public Employees Retirement Fund 0.14% Add +0.4% 108,312 $7.3M
EP Wealth Advisors, LLC 0.06% Add +1.7% 106,682 $7.2M
Woodline Partners LP 0.05% Add +95.1% 106,518 $7.2M
NewSquare Capital LLC 0.58% Reduce -0.4% 106,664 $7.1M
Hudson Edge Investment Partners Inc. 1.45% Reduce -0.7% 105,098 $7.1M
Hennessy Advisors Inc. 0.23% Add +66.4% 104,000 $7.0M
Cwm, LLC 0.03% Add +155.2% 103,804 $7.0M
Colrain Capital LLC 5.97% Add +19.4% 103,100 $7.0M
Auxier Asset Management LLC 1.04% Reduce -0.7% 102,572 $6.9M
PARUS FINANCE (UK) Ltd 2.37% Reduce -5.7% 102,360 $6.9M
Nichols & Pratt Advisers LLP 0.47% Reduce -6.9% 102,312 $6.9M
Keybank National Association 0.03% Reduce -9.6% 102,180 $6.9M
Moors & Cabot, Inc. 0.35% Reduce -1.1% 102,007 $6.9M
Mizuho Securities USA LLC 0.15% Reduce -15.4% 100,952 $6.8M
L & S Advisors Inc 0.96% New 100,912 $6.8M
FIL Ltd 0.01% Reduce -28.8% 100,854 $6.8M
Hillman Capital Management, Inc. 3.35% Reduce -16.0% 100,450 $6.8M
Westchester Capital Management, Inc. 1.69% Reduce -16.1% 100,150 $6.8M
&partners 0.07% Add +17.5% 100,611 $6.8M
NewEdge Advisors, LLC 0.04% Add +73.1% 99,176 $6.7M
Brown Advisory Inc. 0.01% Reduce -25.5% 98,596 $6.7M
Stablepoint Partners, LLC 1.21% Add +28.1% 98,316 $6.7M
Generali Asset Management SPA SGR 0.16% Add +130.2% 98,156 $6.7M
Teachers Retirement System of the State of Kentucky 0.06% Add +4.1% 97,092 $6.6M
NEOS Investment Management LLC 0.12% Add +23.0% 95,681 $6.5M
Old North State Wealth Management, LLC 3.57% Add +14.4% 94,657 $6.4M
New England Asset Management Inc. 1.09% Add +9.6% 94,735 $6.4M
Vontobel Holding Ltd. 0.02% Reduce -6.1% 93,306 $6.3M
Fisher Asset Management 0.00% Add +14.2% 93,160 $6.3M
NorthCrest Asset Manangement, LLC 0.19% Reduce -0.2% 92,741 $6.3M
Lombard Odier Asset Management (Switzerland) SA 0.36% Add +92.6% 92,024 $6.2M
Avanza Fonder AB 0.20% Reduce -13.6% 91,362 $6.2M
Thrivent Financial for Lutherans 0.01% Reduce -3.9% 91,816 $6.1M
UniSuper Management Pty Ltd 0.05% Reduce -1.6% 90,197 $6.1M
Manning & Napier Advisors LLC 0.08% New 90,000 $6.1M
Private Advisor Group, LLC 0.04% Add +0.6% 89,967 $6.1M
Natixis 0.04% Reduce -11.6% 89,586 $6.1M
Kennedy Capital Management LLC 0.14% New 89,266 $6.0M
Capital Investment Advisors, LLC 0.12% Reduce -78.4% 88,466 $6.0M
Lathrop Investment Management Co. 1.17% Reduce -9.7% 86,977 $5.9M
Kestra Advisory Services, LLC 0.03% Add +8.3% 86,770 $5.9M
Kentucky Retirement Systems 0.18% Reduce -0.3% 86,147 $5.8M
Mercer Global Advisors Inc. 0.01% Reduce -25.9% 85,355 $5.8M
Snowden Capital Advisors LLC 0.19% Add +41.9% 85,126 $5.8M
Financial Counselors Inc. 0.09% Reduce -1.4% 84,010 $5.7M
Allianz SE 0.15% Reduce -0.1% 82,906 $5.6M
AlTi Global, Inc. 0.15% Reduce -36.0% 82,650 $5.6M
CI Investments Inc. 0.02% Add +110.8% 82,089 $5.6M
Meyer Handelman Co. 0.19% Reduce -27.4% 81,961 $5.6M
Farmers Trust Co. 1.03% Add +5.3% 80,718 $5.5M
New Age Alpha Advisors, LLC 0.24% Add +7.7% 80,410 $5.4M
Bayesian Capital Management, LP 0.89% New 79,700 $5.4M
Fiduciary Trust Co 0.07% Reduce -10.6% 79,666 $5.4M
Capital International Sarl 0.12% Add +68.7% 79,542 $5.4M
Stanley-Laman Group, Ltd. 0.83% Reduce -1.4% 79,527 $5.4M
SOL Capital Management CO 0.59% Reduce -0.8% 79,140 $5.4M
TD Private Client Wealth LLC 0.15% Add +152.4% 78,914 $5.3M
Royal Fund Management, LLC 0.63% Reduce -1.6% 77,745 $5.3M
S&T Bank 1.70% Reduce -1.4% 76,859 $5.2M
Haverford Trust Co 0.05% Reduce -17.7% 76,814 $5.2M
Hartford Investment Management Co. 0.18% Reduce -1.0% 76,756 $5.2M
Parkside Investments, LLC 0.76% Add +36.6% 76,084 $5.2M
Romano Brothers and Company 0.66% Reduce -0.1% 75,262 $5.1M
Marco Investment Management LLC 0.47% Reduce -0.9% 74,791 $5.1M
Gulf International Bank (UK) Ltd 0.17% Reduce -23.1% 73,884 $5.0M
Wbi Investments, LLC 1.31% Add +388.3% 73,562 $5.0M
Brookstone Capital Management 0.07% Add +5.0% 72,895 $4.9M
Spire Wealth Management 0.16% Add +483.5% 72,340 $4.9M
Shelton Capital Management 0.12% Add +26.9% 71,743 $4.9M
Bcwm, LLC 1.67% New 70,802 $4.8M
tru Independence LLC 1.49% Add +3.6% 70,742 $4.8M
Synovus Financial Corp. 0.06% Reduce -11.7% 70,580 $4.8M
Glenmede Trust Co. NA 0.03% Reduce -13.5% 70,402 $4.8M
DCM Advisors, LLC 2.54% Reduce -13.4% 70,610 $4.8M
Landscape Capital Management, L.L.C. 0.42% Reduce -41.1% 69,295 $4.7M
CIBC Private Wealth Group LLC 0.01% Reduce -10.9% 69,310 $4.7M
Farmers National Bank 1.32% Reduce -8.6% 69,053 $4.7M
Atria Investments, Inc 0.06% Add +11.3% 68,889 $4.7M
Inlet Private Wealth, LLC 1.21% Add +0.5% 68,566 $4.6M
Motley Fool Asset Management LLC 0.26% Add +3.9% 68,246 $4.6M
Louisiana State Employees Retirement System 0.09% Add +0.1% 67,800 $4.6M
Blume Capital Management, Inc. 1.03% Reduce -0.7% 67,634 $4.6M
Thematics Asset Management 0.23% Reduce -13.1% 66,911 $4.5M
Securian Asset Management, Inc. 0.14% Reduce -1.3% 66,750 $4.5M
Kintegral Advisory, LLC 0.45% Reduce -0.3% 66,357 $4.5M
Norinchukin Bank, The 0.08% Add +15.5% 65,668 $4.4M
Siemens Fonds Invest GmbH 0.30% Add +0.0% 65,206 $4.4M
Shorepoint Capital Partners LLC 0.99% Reduce -3.3% 64,744 $4.4M
Pacer Advisors, Inc. 0.01% Reduce -66.9% 64,308 $4.4M
Pinnacle Associates Ltd. 0.06% Add +0.6% 64,293 $4.4M
Pettyjohn, Wood & White, Inc. 0.83% Reduce -12.1% 64,128 $4.3M
Atlantic Union Bankshares Corp 0.26% Reduce -5.5% 63,491 $4.3M
Vinva Investment Management Ltd 0.17% Add +8.4% 63,716 $4.3M
Salem Investment Counselors Inc. 0.15% Reduce -43.0% 62,886 $4.3M
Regions Financial Corp. 0.03% Reduce -12.1% 62,735 $4.3M
Integrated Advisors Network LLC 0.21% Add +162.1% 62,545 $4.2M
Twin Tree Management, LP 0.09% New 62,391 $4.2M
Te Ahumairangi Investment Management Ltd 0.89% Reduce -32.4% 62,060 $4.2M
Blair William & Co. 0.01% Reduce -13.3% 61,527 $4.2M
Violich Capital Management, Inc. 0.56% Reduce -3.6% 61,231 $4.1M
XML Financial, LLC 0.39% Reduce -9.4% 61,096 $4.1M
Tower Research Capital LLC (TRC) 0.12% Reduce -13.6% 60,656 $4.1M
Steward Partners Investment Advisory, LLC 0.04% Reduce -2.4% 60,615 $4.1M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -2.4% 60,469 $4.1M
Associated Banc-Corp 0.12% Reduce -27.7% 60,265 $4.1M
Bridge Creek Capital Management LLC 1.28% Add +3.8% 59,965 $4.1M
Resources Management Corp. /CT/ 0.57% Reduce -29.5% 59,775 $4.0M
Rothschild Investment LLC 0.27% Reduce -20.9% 59,194 $4.0M
Choreo, LLC 0.06% Reduce -9.1% 59,131 $4.0M
Maryland State Retirement & Pension System 0.10% Reduce -12.4% 58,984 $4.0M
New Mexico Educational Retirement Board 0.14% Reduce -2.0% 58,777 $4.0M
Hamilton Capital Partners Inc. 0.25% New 58,614 $4.0M
Caisse Des Depots Et Consignations 0.19% No change 58,610 $4.0M
Parallax Volatility Advisers, L.P. 0.15% Reduce -84.7% 58,563 $4.0M
Patrick Mauro Investment Advisor, INC. 2.13% Reduce -48.9% 57,642 $3.9M
Alexander Randolph Advisory, Inc. 3.79% Reduce -4.4% 57,090 $3.9M
GHP Investment Advisors, Inc. 0.19% Add +4.9% 56,835 $3.9M
Metis Global Partners, LLC 0.11% Add +32.1% 55,755 $3.8M
Lee Danner & Bass Inc. 0.30% Reduce -2.4% 55,377 $3.8M
M&G PLC 0.02% Reduce -92.8% 55,071 $3.7M
Atria Wealth Solutions, Inc. 0.05% Reduce -11.1% 55,242 $3.7M
Hills Bank & Trust Co 0.26% Reduce -0.1% 55,222 $3.7M
Rwa Wealth Partners, LLC 0.05% Add +5.2% 55,104 $3.7M
E. Ohman J:or Asset Management AB 0.10% Reduce -4.2% 54,950 $3.7M
Novare Capital Management LLC 0.32% Reduce -6.0% 54,421 $3.7M
Unison Advisors LLC 0.47% New 54,300 $3.7M
Commerzbank Aktiengesellschaft 0.09% Reduce -47.4% 54,176 $3.7M
United Capital Financial Advisors, LLC 0.03% Add +94.0% 53,879 $3.7M
Empirical Finance, LLC 0.22% Add +1.6% 53,434 $3.6M
Hantz Financial Services, Inc. 0.06% Add +2054.5% 52,052 $3.5M
Butensky & Cohen Financial Security, Inc. 1.07% Add +8.0% 51,720 $3.5M
Oak Asset Management, LLC 1.28% Reduce -6.6% 51,615 $3.5M
Horizon Investments, LLC 0.10% Add +43.1% 51,846 $3.5M
Caisse de depot et placement du Quebec 0.01% Reduce -92.4% 51,130 $3.5M
Stamos Capital Partners, L.P. 0.90% Reduce -47.2% 50,855 $3.4M
Orion Porfolio Solutions, LLC 0.03% Reduce -7.0% 50,171 $3.4M
Orion Portfolio Solutions, LLC 0.03% Reduce -7.0% 50,171 $3.4M
Renaissance Technologies 0.01% New 50,000 $3.4M
Bleakley Financial Group, LLC 0.11% Add +150.3% 49,915 $3.4M
Westside Investment Management, Inc. 0.71% Add +0.6% 49,383 $3.3M
Cheviot Value Management, LLC 0.41% Reduce -5.4% 49,307 $3.3M
Advisory Services Network, LLC 0.06% Reduce -12.3% 48,248 $3.3M
SouthState Bank Corp 0.15% Add +75.3% 47,302 $3.2M
Wesbanco Bank Inc. 0.11% Reduce -14.9% 47,059 $3.2M
MAI Capital Management 0.02% Reduce -10.2% 46,490 $3.1M
HighPoint Advisor Group LLC 0.18% Add +2.3% 48,365 $3.1M
Banque Cantonale Vaudoise 0.14% — 46,339 $3.1M
Shell Asset Management Co. 0.15% Add +54.3% 46,285 $3.1M
OMERS ADMINISTRATION Corp 0.03% Reduce -14.4% 45,753 $3.1M
Voleon Capital Management LP 0.24% Add +427.8% 45,570 $3.1M
Jefferies Financial Group Inc. 0.06% Reduce -73.3% 45,449 $3.1M
Cloverfields Capital Group, LP 1.01% New 45,125 $3.1M
Sequoia Financial Advisors, LLC 0.02% Add +9.1% 44,905 $3.0M
NBT Bank, N.A. 0.22% Reduce -5.5% 44,875 $3.0M
Exencial Wealth Advisors, LLC 0.11% Add +1.3% 44,804 $3.0M
Cullinan Associates Inc. 0.21% Add +12.2% 44,459 $3.0M
Nebula Research & Development LLC 0.28% Reduce -40.8% 44,413 $3.0M
AG2R La Mondiale Gestion D'actifs 0.16% — 46,676 $3.0M
DAVENPORT & Co LLC 0.02% Add +3.5% 44,120 $3.0M
Vision Capital Management, Inc. 0.43% Add +2.3% 43,920 $3.0M
NJ State Employees Deferred Compensation Plan 0.38% No change 43,766 $3.0M
Trust Co. of Vermont 0.15% Reduce -31.3% 43,645 $3.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +41.1% 43,438 $2.9M
InvesTrust 0.80% Add +6.0% 43,269 $2.9M
Meiji Yasuda Asset Management Co Ltd. 0.12% Add +0.4% 43,064 $2.9M
Allstate Corp. 0.09% Add +14.6% 42,886 $2.9M
Modera Wealth Management, LLC 0.04% Reduce -6.4% 42,713 $2.9M
Merit Financial Group, LLC 0.04% Add +157.4% 42,653 $2.9M
Ssa Swiss Advisors AG 1.47% — 42,265 $2.9M
Woodstock Corp. 0.28% Reduce -3.0% 42,352 $2.9M
Alkeme Wealth, LLC 1.28% Add +5.1% 42,074 $2.9M
Excalibur Management Corp. 1.12% Add +0.3% 41,990 $2.8M
KKM Financial LLC 1.20% Add +71.3% 41,955 $2.8M
Argent Trust Co 0.12% Reduce -5.4% 41,938 $2.8M
Meeder Asset Management Inc. 0.19% Add +11769.9% 41,782 $2.8M
Plato Investment Management Ltd 0.23% Reduce -3.3% 40,653 $2.8M
Arkadios Wealth Advisors 0.10% Add +33.6% 40,907 $2.8M
Sandy Spring Bank 0.12% Reduce -0.3% 40,536 $2.7M
Intech Investment Management LLC 0.03% Reduce -20.4% 40,481 $2.7M
Oppenheimer & Co. Inc. 0.04% Reduce -61.0% 40,340 $2.7M
Panagora Asset Management Inc. 0.01% Add +280.5% 40,233 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.4% 40,099 $2.7M
Ahl Investment Management, Inc. 1.87% Reduce -7.5% 40,060 $2.7M
Morton Community Bank 0.71% Add +4.4% 39,903 $2.7M
First Manhattan Co. Llc. 0.01% Reduce -25.0% 39,815 $2.7M
Inlight Wealth Management, LLC 1.66% Reduce -17.8% 39,656 $2.7M
Canandaigua National Bank & Trust Co. 0.27% Reduce -5.2% 39,427 $2.7M
Alaska Permanent Fund Corp 0.04% No change 39,540 $2.6M
Orca Investment Management, LLC 2.63% Reduce -1.6% 38,793 $2.6M
Poehling Capital Management, INC. 0.66% Reduce -5.5% 38,501 $2.6M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +9.4% 38,404 $2.6M
JARISLOWSKY, FRASER Ltd 0.02% Reduce -7.3% 38,395 $2.6M
Kestra Private Wealth Services, LLC 0.04% Add +5.0% 38,261 $2.6M
Sciencast Management LP 0.59% New 38,045 $2.6M
GWN Securities Inc. 0.14% New 42,615 $2.6M
China Universal Asset Management Co., Ltd. 0.24% New 37,871 $2.6M
Beta Wealth Group, Inc. 0.92% Add +409.7% 37,828 $2.6M
Fulton Bank, N.A. 0.10% Add +13.9% 37,803 $2.6M
Caprock Group, LLC 0.08% Add +54.8% 37,185 $2.5M
Toth Financial Advisory Corp. 0.30% Add +15.0% 37,149 $2.5M
44 Wealth Management LLC 0.94% Add +7.9% 37,059 $2.5M
Dynamic Advisor Solutions LLC 0.08% Add +92.7% 37,013 $2.5M
Commerce Bank 0.02% Reduce -9.0% 36,953 $2.5M
Neumann Capital Management, LLC 0.87% No change 36,951 $2.5M
Eisler Capital Management Ltd. 0.07% Reduce -65.5% 36,696 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.18% Reduce -12.9% 36,692 $2.5M
Jackson Hole Capital Partners, LLC 0.49% Reduce -1.3% 36,481 $2.5M
apricus wealth, LLC 1.47% Reduce -1.9% 36,365 $2.5M
Heritage Trust Co 0.30% Add +10.0% 36,299 $2.5M
Uncommon Cents Investing LLC 0.71% Reduce -0.5% 35,939 $2.4M
B. Riley Wealth Advisors, Inc. 0.07% Add +30.4% 35,883 $2.4M
Radnor Capital Management, LLC 0.41% Reduce -8.8% 35,880 $2.4M
Culbertson A N & Co. Inc. 0.39% Reduce -8.3% 35,620 $2.4M
Investment Management Corp of Ontario 0.05% New 35,536 $2.4M
Trust Co. of Toledo NA 0.32% Reduce -1.2% 35,491 $2.4M
Patrick M Sweeney & Associates, Inc. 1.79% Reduce -0.8% 35,338 $2.4M
Ossiam 0.03% Add +5.2% 35,321 $2.4M
Carret Asset Management, LLC 0.27% Reduce -28.3% 35,156 $2.4M
Apollon Wealth Management, LLC 0.05% Add +5.2% 35,081 $2.4M
Coho Partners, Ltd. 0.14% No change 34,746 $2.4M
Cidel Asset Management Inc. 0.15% Add +8.2% 34,563 $2.3M
Vaughan Nelson Investment Management, L.P. 0.02% No change 34,285 $2.3M
AE Wealth Management LLC 0.02% Reduce -22.1% 34,237 $2.3M
Praxis Investment Management Inc. 0.16% Add +32.3% 34,194 $2.3M
Persistent Asset Partners Ltd 2.04% Reduce -11.7% 34,159 $2.3M
Norden Group LLC 0.27% Add +3.0% 34,104 $2.3M
QRG Capital Management, Inc. 0.02% Reduce -66.5% 33,912 $2.3M
J. W. Coons Advisors, LLC 0.59% Reduce -2.3% 33,255 $2.3M
Ethic Inc. 0.05% Reduce -32.6% 33,046 $2.2M
Manske Wealth Management 0.85% Add +11.6% 33,090 $2.2M
Robinson Value Management, Ltd. 1.45% No change 33,083 $2.2M
Welch & Forbes LLC 0.03% Reduce -17.8% 33,046 $2.2M
Daymark Wealth Partners, LLC 0.10% Add +24.2% 32,967 $2.2M
HB Wealth Management, LLC 0.02% Add +64.2% 32,893 $2.2M
Clark Estates Inc. 0.47% Reduce -27.5% 32,885 $2.2M
Benedict Financial Advisors Inc. 0.52% Reduce -11.3% 32,862 $2.2M
Moloney Securities Asset Management, LLC 0.30% Add +20.3% 32,838 $2.2M
Benjamin Edwards Inc. 0.03% Add +14.6% 32,810 $2.2M
Central Pacific Bank - Trust Division 0.32% Reduce -5.1% 32,500 $2.2M
Keynote Financial Services LLC 1.58% Reduce -0.0% 32,376 $2.2M
Callahan Advisors, LLC 0.21% Add +10.7% 32,365 $2.2M
GF Fund Management Co. LTD. 0.05% No change 32,180 $2.2M
Independent Advisor Alliance 0.07% Reduce -2.4% 32,165 $2.2M
Callan Family Office, LLC 0.16% Add +59.0% 32,055 $2.2M
Signet Investment Advisory Group, Inc. 1.09% Reduce -7.0% 32,027 $2.2M
Lido Advisors, LLC 0.01% Reduce -17.5% 31,952 $2.2M
Bellevue Group AG 0.05% Add +45.4% 31,755 $2.2M
World Investment Advisors 0.06% Reduce -1.0% 31,626 $2.1M
XTX Topco Ltd 0.11% New 31,516 $2.1M
Fred Alger Management, LLC 0.01% New 31,482 $2.1M
Flagship Harbor Advisors, LLC 0.11% Reduce -0.2% 31,393 $2.1M
CX Institutional 0.08% Reduce -69.1% 31,162 $2.1M
Mystic Asset Management, Inc. 0.56% Reduce -2.5% 31,138 $2.1M
StoneX Group Inc. 0.12% Add +8.7% 31,089 $2.1M
Founders Financial Securities LLC 0.18% Add +148.8% 32,245 $2.1M
Pallas Capital Advisors LLC 0.09% Add +197.0% 30,877 $2.1M
Portside Wealth Group, LLC 0.34% Add +14.7% 30,835 $2.1M
Valeo Financial Advisors, LLC 0.06% Add +5.3% 30,489 $2.1M
Procyon Advisors, LLC 0.13% New 30,482 $2.1M
Barnes Dennig Private Wealth Management LLC 3.12% — 30,474 $2.1M
Creegan & Nassoura Financial Group, LLC 1.37% No change 30,377 $2.1M
Court Place Advisors, LLC 0.68% Reduce -5.5% 30,342 $2.1M
PKO Investment Management Joint-Stock Co 0.23% Reduce -33.1% 30,300 $2.1M
Jacobi Capital Management LLC 0.15% Add +4.5% 30,255 $2.0M
Argyle Capital Management, LLC 0.76% Add +3.1% 30,217 $2.0M
Searle & Co. 0.58% Reduce -0.1% 30,130 $2.0M
Savant Capital, LLC 0.02% Reduce -15.6% 30,128 $2.0M
Tandem Capital Management Corp. 1.14% Add +34.5% 30,013 $2.0M
RBF Capital, LLC 0.13% New 30,000 $2.0M
Cornercap Investment Counsel Inc. 1.05% New 29,689 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -41.0% 29,646 $2.0M
Segall Bryant & Hamill, LLC 0.03% Reduce -4.1% 29,371 $2.0M
F/m Investments LLC 0.08% Add +2.8% 29,340 $2.0M
Cornerstone Advisors, LLC 0.09% No change 29,300 $2.0M
AIA Group Ltd 0.05% Add +4.1% 29,287 $2.0M
United Services Automobile Association 0.06% No change 29,505 $2.0M
Premier Path Wealth Partners, LLC 0.31% Add +16.0% 29,187 $2.0M
Tiaa Trust, National Association 0.01% Reduce -6.0% 29,165 $2.0M
Florida Trust Wealth Management Co 0.06% Reduce -35.9% 29,119 $2.0M
Aster Capital Management (DIFC) Ltd 0.36% Add +8879.5% 29,722 $2.0M
Redwood Investment Management, LLC 0.21% Add +14.4% 28,731 $1.9M
Bokf, NA 0.03% Reduce -9.8% 28,477 $1.9M
Lipe & Dalton 1.07% Add +3.4% 28,122 $1.9M
Pinnacle Financial Partners Inc 0.04% Reduce -91.1% 30,239 $1.9M
Legato Capital Management LLC 0.25% No change 27,914 $1.9M
Waverly Advisors, LLC 0.02% Add +45.8% 27,807 $1.9M
HBK Sorce Advisory LLC 0.06% Reduce -1.9% 27,781 $1.9M
Becker Capital Management Inc. 0.06% Reduce -62.4% 27,713 $1.9M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -16.1% 27,681 $1.9M
Community Bank, N.A. 0.25% Reduce -9.5% 27,631 $1.9M
Banco Santander, S.A. 0.02% Reduce -54.1% 27,526 $1.9M
Citizens & Northern Corp. 0.53% Add +65.5% 27,520 $1.9M
Stephens Inc. 0.03% Reduce -7.6% 27,335 $1.9M
Borer Denton & Associates, Inc. 0.65% Reduce -20.1% 27,317 $1.9M
Kingsview Wealth Management, LLC 0.03% Reduce -85.2% 27,301 $1.8M
Summit Financial, LLC 0.05% Reduce -12.9% 27,281 $1.8M
Worldquant Millennium Advisors LLC 0.01% New 27,189 $1.8M
Bessemer Group Inc. 0.00% Reduce -59.3% 27,148 $1.8M
Integrated Wealth Concepts LLC 0.02% Reduce -18.7% 27,131 $1.8M
Stratos Wealth Partners, LTD. 0.03% Reduce -31.7% 27,077 $1.8M
Hudson Portfolio Management LLC 1.76% Reduce -2.1% 27,053 $1.8M
Retirement Planning Co of New England, Inc. 0.91% Reduce -1.9% 27,017 $1.8M
BCGM Wealth Management, LLC 0.55% Add +13.7% 26,595 $1.8M
Zurich Insurance Group Ltd 0.01% No change 26,500 $1.8M
Stock Yards Bank & Trust Co. 0.06% Reduce -17.1% 26,239 $1.8M
APG Asset Management US Inc. 0.01% No change 25,996 $1.8M
Park Avenue Securities LLC 0.02% Add +5.0% 25,890 $1.8M
Mediolanum International Funds Ltd 0.02% Add +12.4% 25,989 $1.7M
Archer Investment Corp 0.45% Reduce -2.1% 25,402 $1.7M
Woodard & Co. Asset Management Group Inc. 0.36% New 25,134 $1.7M
Allworth Financial LP 0.01% Add +18.5% 25,825 $1.7M
Ilex Capital Partners (UK) LLP 0.07% New 24,925 $1.7M
Stolper Co 0.55% Add +15.7% 24,798 $1.7M
Dakota Wealth Management 0.04% Reduce -12.1% 24,797 $1.7M
Dark Forest Capital Management LP 0.08% New 24,382 $1.7M
Missouri Trust & Investment Co 0.58% Add +11.1% 24,379 $1.7M
Foster & Motley Inc. 0.10% Reduce -13.9% 24,367 $1.7M
Huntington National Bank 0.02% Reduce -26.1% 24,325 $1.6M
Campbell & CO Investment Adviser LLC 0.13% New 24,270 $1.6M
Citizens Financial Group Inc. 0.03% Reduce -7.7% 23,935 $1.6M
Wincap Financial LLC 1.54% Add +29.9% 23,933 $1.6M
West Family Investments, Inc. 0.61% Add +5.3% 23,924 $1.6M
Vestcor Inc 0.05% Reduce -1.2% 23,837 $1.6M
Birch Hill Investment Advisors LLC 0.08% Reduce -39.0% 23,725 $1.6M
Greenwich Wealth Management LLC 0.12% Reduce -0.8% 23,664 $1.6M
Independent Financial Group, LLC 0.06% Add +40.6% 23,629 $1.6M
Johnson Investment Counsel Inc. 0.02% Reduce -4.3% 23,571 $1.6M
Sowell Financial Services LLC 0.07% Reduce -38.7% 23,523 $1.6M
Mengis Capital Management, Inc. 0.33% Reduce -2.9% 23,330 $1.6M
J.W. Cole Advisors, Inc. 0.05% New 23,289 $1.6M
IFP Advisors, Inc 0.05% Add +8.6% 23,256 $1.6M
Quadrant Capital Group LLC 0.06% Add +371.8% 22,986 $1.6M
Palouse Capital Management, Inc. 1.06% Reduce -0.8% 22,874 $1.5M
Two Sigma Investments, LP 0.00% Reduce -98.7% 22,694 $1.5M
SIH Partners, LLLP 0.13% New 22,630 $1.5M
Mork Capital Management, LLC 1.19% No change 22,500 $1.5M
Bradley Foster & Sargent Inc. 0.03% Add +0.4% 22,464 $1.5M
Donoghue Forlines LLC 0.48% Reduce -28.0% 22,443 $1.5M
Mufg Securities Americas Inc. 0.18% Add +20.1% 22,317 $1.5M
Moody National Bank Trust Division 0.16% Reduce -8.1% 22,230 $1.5M
Compound Planning, Inc. 0.07% Add +53.0% 22,223 $1.5M
Prospera Financial Services Inc 0.03% Reduce -20.6% 22,000 $1.5M
Ransom Advisory, Ltd 0.73% Reduce -2.2% 21,810 $1.5M
Principle Wealth Partners LLC 0.11% Reduce -1.4% 21,793 $1.5M
1832 Asset Management L.P. 0.00% Reduce -35.5% 21,769 $1.5M
Bollard Group LLC 0.04% Add +1.2% 21,734 $1.5M
William B. Walkup & Associates, Inc. 0.87% Add +2.2% 21,162 $1.4M
Wellington Shields & Co., LLC 0.45% Reduce -7.2% 21,120 $1.4M
Iowa State Bank 0.30% Add +15.1% 21,084 $1.4M
Cresset Asset Management, LLC 0.01% Reduce -17.2% 21,051 $1.4M
Beck Mack & Oliver LLC 0.03% Add +2.6% 20,963 $1.4M
HM Payson & Co. 0.02% Reduce -6.0% 20,929 $1.4M
Essex Financial Services, Inc. 0.10% Add +0.8% 20,705 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -67.1% 20,561 $1.4M
Investors Research Corp 0.30% Add +2.1% 20,537 $1.4M
Rehmann Capital Advisory Group 0.09% Add +8.8% 20,427 $1.4M
Versor Investments LP 0.22% Add +120.7% 20,300 $1.4M
Meeder Advisory Services, Inc. 0.08% Add +22.9% 20,207 $1.4M
Crestwood Advisors Group, LLC 0.03% Add +3.4% 20,033 $1.4M
Greenleaf Trust 0.01% Add +17.7% 19,949 $1.4M
Signaturefd, LLC 0.03% Add +43.6% 19,923 $1.3M
Evergreen Capital Management LLC 0.05% Add +61.6% 19,885 $1.3M
Lynch & Associates 0.29% Add +0.4% 19,882 $1.3M
Engineers Gate Manager LP 0.02% Reduce -97.3% 19,861 $1.3M
Logan Capital Management Inc. 0.06% Add +12.9% 19,790 $1.3M
Kennondale Capital Management LLC 1.46% No change 19,787 $1.3M
Glenview Trust Co 0.03% Reduce -35.7% 19,785 $1.3M
Slagle Financial, LLC 0.59% New 19,559 $1.3M
Wynn Capital, LLC 0.78% Add +2.8% 19,470 $1.3M
Rossmore Private Capital 0.16% Reduce -13.9% 19,426 $1.3M
Transcend Capital Advisors, LLC 0.09% Add +38.9% 19,382 $1.3M
PFG Investments, LLC 0.08% Reduce -29.8% 19,333 $1.3M
Vident Advisory, LLC 0.02% Reduce -42.0% 19,266 $1.3M
Beutel, Goodman & Co Ltd. 0.01% New 19,240 $1.3M
LifePlan Financial, LLC 1.12% Reduce -9.8% 18,994 $1.3M
Wedbush Securities Inc. 0.05% Add +2.3% 18,728 $1.3M
GAMMA Investing LLC 0.09% Add +198.5% 18,669 $1.3M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -7.9% 18,605 $1.3M
TCW Group Inc. 0.01% Add +5.7% 18,603 $1.3M
Principal Securities, Inc. 0.03% Add +0.4% 28,005 $1.3M
Stonegate Investment Group, LLC 0.03% Add +103.3% 18,495 $1.3M
Delta Capital Management LLC 0.74% Reduce -0.5% 18,445 $1.3M
Boyar Asset Management Inc. 0.91% Reduce -10.8% 18,434 $1.2M
Courier Capital LLC 0.08% Reduce -15.8% 18,374 $1.2M
Pine Valley Investments Ltd Liability Co 0.08% Add +9.4% 18,309 $1.2M
Coldstream Capital Management Inc. 0.03% Add +48.0% 18,282 $1.2M
Prudential PLC 0.01% Reduce -64.8% 18,165 $1.2M
IFG Advisory, LLC 0.07% Add +10.4% 18,056 $1.2M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.66% New 18,000 $1.2M
Pensionfund Sabic 0.36% Reduce -5.3% 18,000 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -18.0% 17,990 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -10.2% 17,941 $1.2M
CSS LLC 0.24% Reduce -6.3% 17,912 $1.2M
Westport Asset Management Inc. 0.58% No change 17,772 $1.2M
Greenup Street Wealth Management LLC 0.24% New 17,639 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Add +7.3% 17,636 $1.2M
Delta Financial Advisors LLC 0.45% Reduce -1.3% 17,542 $1.2M
Sheets Smith Wealth Management 0.15% Reduce -11.2% 17,423 $1.2M
Morey & Quinn Wealth Partners, LLC 0.97% Reduce -1.6% 17,266 $1.2M
Essex Bank 0.29% Add +0.7% 17,263 $1.2M
Profund Advisors LLC 0.05% Reduce -2.6% 17,248 $1.2M
Greenfield Savings Bank 0.57% Reduce -13.2% 17,233 $1.2M
Sumitomo Life Insurance Co. 0.04% Add +1.0% 17,114 $1.2M
Twin Lakes Capital Management, LLC 0.78% Reduce -0.7% 17,105 $1.2M
V-Square Quantitative Management LLC 0.17% Reduce -6.9% 17,080 $1.2M
Advisor Resource Council 0.09% New 17,235 $1.1M
Canada Post Corp Registered Pension Plan 0.51% No change 16,913 $1.1M
Atlas Capital Advisors Inc. 0.14% Add +1463.2% 16,898 $1.1M
Curbstone Financial Management Corp 0.24% Reduce -9.3% 16,728 $1.1M
Vest Financial, LLC 0.02% Add +73.5% 16,707 $1.1M
Tsfg, LLC 0.23% Reduce -0.7% 16,687 $1.1M
Ingalls & Snyder LLC 0.04% Reduce -6.1% 16,698 $1.1M
Bailard, Inc. 0.03% Add +20.8% 16,674 $1.1M
Gibbs Wealth Management 0.27% Add +21.9% 16,622 $1.1M
Cullen Investment Group, LTD. 0.17% Reduce -15.1% 16,597 $1.1M
Wealthspire Advisors, LLC 0.01% Add +3.7% 16,550 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.15% Add +2.8% 16,540 $1.1M
Clearstead Advisors, LLC 0.02% Add +31.5% 16,505 $1.1M
Bahl & Gaynor LLC 0.01% No change 16,451 $1.1M
Hilltop Holdings Inc. 0.07% Add +7.3% 16,345 $1.1M
Farther Finance Advisors, LLC 0.03% Add +27.2% 16,278 $1.1M
Patton Albertson Miller Group, LLC 0.16% Reduce -11.8% 16,288 $1.1M
Lazard Freres Gestion S.A.S. 0.03% Reduce -46.8% 16,150 $1.1M
EverSource Wealth Advisors, LLC 0.06% Reduce -1.3% 16,108 $1.1M
Richard W. Paul & Associates, LLC 0.43% Reduce -2.6% 16,092 $1.1M
Sigma Planning Corp 0.03% Reduce -28.2% 16,082 $1.1M
Forum Financial Management, LP 0.02% Reduce -12.3% 16,035 $1.1M
Capital Investment Advisory Services, LLC 0.10% Add +12.8% 16,031 $1.1M
Two Sigma Securities, LLC 0.17% New 15,998 $1.1M
Avantra Family Wealth, Inc. 1.04% Add +41.7% 15,982 $1.1M
Kingswood Wealth Advisors, LLC 0.10% Reduce -29.9% 15,674 $1.1M
Choate Investment Advisors 0.03% Add +6.1% 15,623 $1.1M
VCI Wealth Management LLC 0.44% Reduce -49.6% 15,559 $1.1M
Sterling Financial Group, Inc. 0.38% Add +0.9% 15,504 $1.1M
Krilogy Financial LLC 0.07% New 15,438 $1.0M
Boston Trust Walden Corp 0.01% Reduce -1.3% 15,428 $1.0M
St Germain D J Co. Inc. 0.05% Reduce -93.8% 15,359 $1.0M
Chiron Capital Management, LLC 0.94% Reduce -40.4% 15,328 $1.0M
TOWER TRUST & INVESTMENT Co 0.83% — 15,428 $1.0M
Collar Capital Management, LLC 0.93% Add +30.9% 15,180 $1.0M
Perigon Wealth Management, LLC 0.03% Reduce -24.1% 15,160 $1.0M
Round Rock Advisors LLC 0.19% Reduce -4.8% 15,151 $1.0M
Legacy Capital Group California, Inc. 0.36% Reduce -0.9% 15,101 $1.0M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -7.8% 15,080 $1.0M
Capital Advisors Inc. 0.02% Reduce -2.2% 14,891 $1.0M
GTS Securities LLC 0.04% Reduce -16.2% 14,833 $1.0M
Aviso Financial Inc. 0.05% Add +5.0% 14,810 $1.0M
NewEdge Wealth, LLC 0.02% Add +2.6% 14,771 $1.0M
Kentucky Trust Co 0.59% Reduce -4.8% 14,762 $1.0M
Smartleaf Asset Management LLC 0.10% Add +38.9% 14,895 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Reduce -5.9% 14,731 $998K
Headinvest, LLC 0.19% Reduce -38.8% 14,703 $996K
Tectonic Advisors LLC 0.06% Add +1.3% 14,678 $994K
Peoples Bank 0.67% Reduce -1.7% 14,673 $994K
Westpac Banking Corp. 0.07% Reduce -33.2% 14,636 $992K
Occudo Quantitative Strategies LP 0.13% Add +147.9% 14,704 $987K
Exchange Traded Concepts, LLC 0.02% Reduce -17.0% 14,542 $985K
Trust Asset Management LLC 0.08% Reduce -3.6% 14,536 $985K
KCM Investment Advisors LLC 0.04% Reduce -12.4% 14,507 $983K
Harvest Fund Management Co., Ltd 0.05% New 14,340 $972K
Howard Capital Management, LLC 0.02% Add +3.5% 14,334 $971K
Deseret Mutual Benefit Administrators 0.48% Add +5.4% 14,292 $968K
Atom Investors LP 0.12% Reduce -66.4% 14,279 $967K
NorthRock Partners, LLC 0.03% New 14,237 $965K
Chicago Partners Investment Group LLC 0.03% Reduce -0.3% 14,411 $962K
Focus Partners Advisor Solutions, LLC 0.01% New 14,188 $961K
Diligent Investors, LLC 0.23% Reduce -18.0% 14,174 $960K
LRI Investments, LLC 0.09% Add +54.5% 14,151 $959K
Centiva Capital, LP 0.06% Reduce -81.0% 14,145 $958K
Ostrum Asset Management 0.05% Reduce -69.3% 14,084 $954K
Home Federal Bank of Tennessee 0.28% Reduce -2.4% 14,000 $949K
International Assets Investment Management, LLC 0.08% Add +25.0% 13,995 $948K
WINTON GROUP Ltd 0.06% New 13,985 $947K
Community Bank & Trust, Waco, Texas 0.22% Reduce -5.4% 13,942 $945K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -8.1% 13,915 $943K
Cornerstone Wealth Management, LLC 0.06% Reduce -1.8% 13,875 $940K
Brown, Lisle/Cummings, Inc. 0.27% Reduce -9.4% 13,873 $940K
Mgo One Seven LLC 0.04% Reduce -35.4% 13,869 $940K
Erste Asset Management GmbH 0.01% Reduce -16.3% 13,978 $938K
SageView Advisory Group, LLC 0.04% Reduce -0.8% 13,839 $938K
TCI Wealth Advisors, Inc. 0.07% Reduce -6.2% 13,830 $937K
Aljian Capital Management, LLC 0.22% Add +3.2% 13,777 $933K
Byrne Asset Management LLC 0.80% Add +2.6% 13,586 $920K
Frank, Rimerman Advisors LLC 0.07% Add +14.4% 13,489 $914K
UMB Bank, n.a. 0.01% Reduce -11.1% 13,426 $910K
Concurrent Investment Advisors, LLC 0.02% Reduce -71.6% 13,422 $909K
Benin Management CORP 0.26% Reduce -23.7% 13,365 $905K
Perpetual Ltd 0.01% Reduce -23.2% 13,297 $901K
VAUGHAN & Co SECURITIES, INC. 0.56% New 13,271 $899K
Monetary Management Group Inc. 0.24% No change 13,250 $898K
Fidelis Capital Partners, LLC 0.10% Add +118.1% 13,686 $894K
National Wealth Management Group, LLC 0.59% New 13,153 $891K
Weatherly Asset Management L. P. 0.08% Reduce -0.1% 13,123 $889K
Insight Inv LLC 0.61% Reduce -0.4% 13,106 $888K
Baker Tilly Wealth Management, LLC 0.35% New 13,097 $887K
RMR Wealth Builders 0.09% Reduce -5.3% 13,086 $887K
Mutual Advisors, LLC 0.03% Reduce -7.2% 13,511 $883K
Whittier Trust Co. 0.01% Reduce -25.1% 12,991 $880K
Abn Amro Investment Solutions 0.02% Reduce -21.0% 12,904 $874K
Paradigm Asset Management Co. LLC 0.23% No change 12,900 $874K
ProVise Management Group, LLC 0.07% Reduce -27.3% 12,850 $871K
Integrity Alliance, Llc. 0.03% New 12,793 $867K
Badgley Phelps Wealth Managers, LLC 0.02% Add +0.1% 12,778 $866K
U.S. Capital Wealth Advisors, LLC 0.03% Add +1.2% 12,755 $864K
Diversify Wealth Management, LLC 0.06% Reduce -18.0% 13,274 $863K
Sagespring Wealth Partners, LLC 0.02% Add +88.5% 12,741 $863K
Cigna Investments Inc. 0.16% Reduce -1.4% 12,738 $863K
Longfellow Investment Management Co. LLC 0.21% Reduce -16.1% 12,650 $857K
Proffitt & Goodson Inc. 0.14% Add +11.5% 12,628 $856K
Fifth Third Wealth Advisors LLC 0.04% Add +13.6% 12,578 $852K
Nicolet Advisory Services, LLC 0.08% Add +63.0% 12,341 $851K
CENTRAL TRUST Co 0.02% Reduce -7.3% 12,539 $850K
Bluespring Wealth Management, LLC 0.09% Add +2.5% 12,477 $845K
Aptus Capital Advisors, LLC 0.01% Add +3.4% 12,422 $842K
Waters Parkerson & Co., LLC 0.04% Reduce -2.6% 12,412 $841K
Copperwynd Financial, LLC 0.23% Add +166.8% 12,371 $838K
Cary Street Partners Financial LLC 0.03% Reduce -14.9% 12,266 $831K
Heritage Investors Management Corp. 0.03% Reduce -13.3% 12,272 $831K
Hartford Financial Management Inc. 0.17% Reduce -62.9% 12,169 $824K
Pacific Global Investment Management Co. 1.16% Add +0.5% 12,055 $817K
HUB Investment Partners, LLC 0.03% Reduce -15.4% 12,052 $817K
Pettee Investors, Inc. 0.49% Reduce -6.6% 12,025 $815K
Kestra Investment Management, LLC 0.02% Add +76.7% 12,023 $815K
Ameritas Investment Partners, Inc. 0.03% Reduce -2.0% 12,015 $814K
Beacon Investment Advisors LLC 0.38% Add +0.1% 12,008 $814K
Connective Portfolio Management, LLC 2.74% New 12,000 $813K
Supplemental Annuity Collective Trust of NJ 0.26% No change 12,000 $813K
Bryce Point Capital, LLC 0.61% New 12,460 $810K
MMBG Investment Advisors Co. 0.09% Reduce -18.7% 11,955 $810K
Addison Capital Co 0.32% Reduce -17.6% 11,951 $810K
Smith, Moore & Co. 0.07% Reduce -4.0% 11,848 $803K
Syon Capital LLC 0.07% Add +56.9% 11,810 $800K
Novem Group 0.11% Reduce -5.9% 11,788 $799K
Private Trust Co. NA 0.08% Add +0.9% 11,787 $799K
Cohen Klingenstein LLC 0.03% No change 11,700 $793K
Herold Advisors, Inc. 0.17% Reduce -5.5% 11,690 $792K
OneAscent Financial Services LLC 0.05% Add +93.9% 11,688 $792K
Northstar Group, Inc. 0.13% Reduce -4.4% 11,676 $791K
Montag A & Associates Inc. 0.04% No change 11,640 $789K
First Citizens Bank & Trust Co. 0.02% Reduce -15.1% 11,633 $788K
Humankind Investments LLC 0.20% Reduce -14.8% 11,627 $788K
TriaGen Wealth Management LLC 0.28% New 11,626 $788K
Curat Global, LLC 0.95% — 11,560 $783K
IHT Wealth Management, LLC 0.02% Reduce -9.4% 11,546 $782K
Cetera Trust Company, N.A 0.50% Add +45.8% 11,543 $782K
Twin Capital Management Inc. 0.09% Reduce -1.1% 11,516 $780K
Generali Investments CEE, investicni spolecnost, a.s. 0.07% No change 11,500 $779K
Wedmont Private Capital 0.04% Add +18.1% 11,110 $772K
Widmann Financial Services, Inc. 0.60% Add +0.3% 11,396 $772K
Meridian Investment Counsel Inc. 0.23% No change 11,384 $771K
Brevan Howard Capital Management LP 0.02% Reduce -54.9% 11,382 $771K
Gladstone Institutional Advisory LLC 0.04% Reduce -11.3% 11,382 $771K
Marcum Wealth, LLC 0.07% Add +30.2% 11,354 $769K
Eastern Bank 0.01% Reduce -45.9% 11,316 $767K
Narwhal Capital Management 0.07% Reduce -2.1% 11,269 $763K
Broadwater Capital Management LLC 0.59% No change 11,210 $759K
Personal Cfo Solutions, LLC 0.15% Add +11.1% 11,136 $754K
Mendel Money Management 0.36% Reduce -7.8% 11,117 $753K
Eads & Heald Wealth Management 0.38% Reduce -1.2% 11,112 $753K
1ST Source Bank 0.04% Reduce -10.1% 11,089 $751K
Focus Financial Network, Inc. 0.03% Add +1.1% 11,081 $751K
Ritholtz Wealth Management 0.02% New 11,009 $746K
CHICAGO TRUST Co NA 0.14% Reduce -5.1% 10,960 $743K
Meridian Wealth Management, LLC 0.04% Reduce -6.6% 10,915 $739K
Aaron Wealth Advisors LLC 0.08% Add +23.6% 10,900 $738K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% Add +19.3% 10,858 $736K
Auto-Owners Insurance Co 0.02% Reduce -31.1% 3,900 $732K
Kovack Advisors, Inc. 0.08% Reduce -2.5% 10,671 $723K
Pflug Koory, LLC 0.40% Reduce -0.8% 10,643 $721K
Aurdan Capital Management, LLC 0.27% No change 10,640 $721K
Performance Wealth Partners, LLC 0.03% Add +0.3% 10,618 $719K
Founders Financial Alliance, LLC 0.17% Add +3.4% 10,540 $714K
Bristlecone Advisors, LLC 0.06% Reduce -2.8% 10,488 $711K
Composition Wealth, LLC 0.01% Add +17.3% 10,474 $710K
Anchor Investment Management, LLC 0.07% Reduce -12.2% 10,457 $708K
MeadowBrook Investment Advisors LLC 0.67% Reduce -3.5% 10,434 $707K
JB Capital LLC 0.04% Add +0.7% 10,413 $706K
Summit Financial Wealth Advisors, LLC 0.14% No change 10,403 $705K
Dimension Capital Management LLC 0.12% Add +36.3% 10,391 $704K
Sierra Capital LLC 0.08% Reduce -6.0% 10,378 $703K
Michels Family Financial, LLC 0.63% Add +2.2% 10,333 $700K
Parallel Advisors, LLC 0.02% Add +34.8% 10,325 $699K
Mma Asset Management LLC 0.29% No change 10,319 $699K
WealthTrust Axiom LLC 0.21% Add +9.6% 10,316 $699K
Lester Murray Antman dba SimplyRich 0.20% Add +27.9% 10,316 $698K
M Holdings Securities, Inc. 0.12% Reduce -5.6% 10,280 $697K
Axxcess Wealth Management, LLC 0.02% New 10,256 $695K
Texas Bank & Trust Co 0.29% New 10,196 $691K
Albert D Mason Inc. 0.47% Add +7.7% 10,160 $688K
BCU Wealth Advisors, LLC 0.36% Reduce -4.1% 10,145 $687K
Blue Trust, Inc. 0.01% Add +22.1% 10,121 $686K
Silverlake Wealth Management LLC 0.26% Reduce -6.8% 10,087 $683K
Pathway Financial Advisers, LLC 0.23% Reduce -57.5% 10,015 $679K
Venture Visionary Partners LLC 0.03% Reduce -1.5% 10,013 $678K
Graypoint LLC 0.04% Add +92.8% 9,998 $677K
Wealthcare Advisory Partners LLC 0.02% Reduce -0.4% 9,984 $676K
Moneco Advisors, LLC 0.07% Reduce -47.7% 9,968 $675K
Transatlantique Private Wealth LLC 0.27% Reduce -13.5% 9,924 $672K
Everett Harris & Co. 0.01% Reduce -10.5% 9,919 $672K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% No change 9,882 $670K
Triangle Securities Wealth Management 0.17% Reduce -2.0% 9,863 $668K
NCM Capital Management, LLC 0.30% Reduce -12.5% 9,825 $666K
Schwarz Dygos Wheeler Investment Advisors LLC 0.16% Add +1.0% 9,808 $665K
Midland Wealth Advisors, LLC 0.04% Reduce -20.6% 9,783 $663K
Investors Asset Management of Georgia Inc. /Ga/ 0.33% Reduce -1.9% 9,715 $658K
Visionary Wealth Advisors 0.04% Add +1.5% 9,695 $657K
Raiffeisen Bank International AG 0.01% Add +13.9% 9,771 $656K
MTM Investment Management, LLC 0.25% No change 9,541 $649K
Intrust Bank NA 0.06% Add +32.4% 9,560 $648K
Sava Infond d.o.o. 0.12% No change 9,450 $640K
Nicolet Bankshares Inc. 0.13% Reduce -18.7% 9,422 $638K
FineMark National Bank & Trust 0.02% Reduce -4.6% 9,419 $638K
First Horizon Advisors, Inc. 0.02% Add +36.4% 9,415 $638K
St. Johns Investment Management Company, LLC 0.32% Reduce -26.2% 9,400 $637K
Ashton Thomas Private Wealth, LLC 0.02% Add +20.8% 9,381 $636K
Family Legacy, Inc. 0.22% Reduce -0.6% 9,375 $635K
Newman Dignan & Sheerar, Inc. 0.17% Reduce -3.7% 9,359 $634K
First National Bank & Trust Co. of Newtown 0.13% No change 9,297 $630K
Confluence Wealth Services, Inc. 0.04% Add +131.7% 9,541 $626K
Napatree Capital LLC 0.35% Reduce -7.7% 9,179 $622K
SPC Financial, Inc. 0.05% Add +10.9% 9,125 $618K
Brighton Jones LLC 0.02% Add +19.6% 9,124 $618K
GFS Advisors, LLC 0.12% No change 9,115 $618K
Simplify Asset Management Inc. 0.03% Reduce -0.1% 9,105 $617K
Cove Private Wealth, LLC 0.33% No change 9,104 $617K
Adirondack Trust Co. 0.24% Reduce -7.5% 9,041 $613K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -10.2% 9,018 $611K
Flputnam Investment Management Co. 0.01% Reduce -34.5% 9,004 $610K
United Asset Strategies, Inc. 0.06% Add +9.9% 8,931 $605K
Spinnaker Trust 0.04% No change 8,917 $604K
Somerville Kurt F 0.10% Reduce -24.1% 8,868 $601K
Lawson Kroeker Investment Management Inc. 0.11% No change 8,853 $600K
Atlantic Edge Private Wealth Management, LLC 0.18% Reduce -1.4% 8,837 $599K
Qsemble Capital Management, LP 0.06% Reduce -86.6% 8,787 $595K
Smith Salley Wealth Management 0.04% Reduce -48.2% 8,727 $591K
Naples Global Advisors, LLC 0.06% Reduce -32.4% 8,719 $591K
LGT Group Foundation 0.01% Reduce -80.2% 8,695 $589K
Lindbrook Capital, LLC 0.05% Add +28.3% 8,688 $589K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -7.7% 8,973 $588K
Boltwood Capital Management 0.18% Reduce -5.8% 8,670 $587K
Groupama Asset Managment 0.01% Reduce -85.4% 8,722 $586K
Hancock Whitney Corp. 0.02% Reduce -3.5% 8,609 $583K
PSI Advisors, LLC 0.19% Reduce -29.3% 8,589 $582K
Intrua Financial, LLC 0.09% Reduce -15.6% 8,573 $581K
Busey Bank 0.02% Reduce -7.8% 8,542 $579K
Forza Wealth Management, LLC 0.26% Add +2.6% 8,524 $578K
Moneta Group Investment Advisors LLC 0.01% Reduce -22.9% 8,524 $577K
Mayflower Financial Advisors, LLC 0.09% Reduce -10.3% 8,507 $576K
Strategic Investment Advisors / MI 0.06% Add +2.4% 8,466 $574K
Pitcairn Co. 0.03% Add +14.6% 8,403 $569K
Webster Bank, N. A. 0.06% Reduce -36.5% 8,382 $568K
Orange Investment Advisors, Inc. 0.07% Reduce -3.7% 8,381 $568K
Lion Street Advisors, LLC 0.18% Reduce -0.1% 8,359 $566K
Garrison Point Advisors, LLC 0.27% Add +0.6% 8,350 $566K
WASHINGTON TRUST Co 0.02% Reduce -5.2% 8,332 $564K
Beaton Management Co. Inc. 0.29% Reduce -6.9% 8,297 $562K
Diversify Advisory Services, LLC 0.04% Reduce -6.9% 8,634 $561K
Ballentine Partners, LLC 0.01% Add +55.4% 8,257 $559K
Conning Inc. 0.02% No change 8,254 $559K
Foundations Investment Advisors, LLC 0.01% Add +3.5% 8,237 $558K
Claro Advisors Inc. 0.07% Add +69.7% 8,234 $558K
Persium Advisors, LLC 0.53% Add +14.4% 8,225 $557K
Investment House LLC 0.03% Reduce -40.2% 8,215 $557K
SeaCrest Wealth Management, LLC 0.06% Add +4.4% 8,136 $551K
Affinity Investment Advisors, LLC 0.45% Reduce -31.4% 8,132 $551K
Carolinas Wealth Consulting LLC 0.12% Reduce -4.7% 8,122 $550K
Crews Bank & Trust 0.09% Reduce -1.3% 8,111 $550K
Waterloo Capital, L.P. 0.05% Reduce -8.7% 8,074 $547K
Virtue Capital Management, LLC 0.06% New 8,043 $546K
Belpointe Asset Management LLC 0.03% Reduce -15.6% 8,024 $544K
Simon Quick Advisors, LLC 0.03% New 8,014 $543K
Hall Laurie J Trustee 0.19% Reduce -30.5% 8,000 $542K
Mitchell McLeod Pugh & Williams Inc. 0.11% Add +0.1% 7,988 $541K
RFG Advisory, LLC 0.01% Reduce -3.3% 7,984 $541K
Koss-Olinger Consulting, LLC 0.05% Reduce -72.3% 7,968 $540K
Ancora Advisors LLC 0.01% Reduce -13.3% 7,913 $536K
North Forty Two & Co. 0.59% No change 7,893 $535K
Verdence Capital Advisors LLC 0.04% Add +1.1% 7,890 $535K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -70.5% 7,865 $533K
Wealth Alliance, LLC 0.06% Add +28.7% 7,822 $530K
R Squared Ltd 0.57% Add +88.9% 7,820 $530K
Convergence Investment Partners, LLC 0.15% Reduce -7.6% 7,809 $529K
Capstone Investment Advisors, LLC 0.01% Reduce -94.7% 7,800 $528K
Quotient Wealth Partners, LLC 0.02% New 7,764 $526K
Arete Wealth Advisors, LLC 0.04% Add +31.2% 7,740 $524K
E Fund Management Co., Ltd. 0.03% Reduce -17.8% 7,722 $523K
Independence Bank of Kentucky 0.08% Reduce -5.6% 7,674 $520K
Legacy Advisors, LLC 0.05% Add +17.3% 7,608 $515K
Camelot Portfolios, LLC 0.32% Reduce -15.0% 7,598 $515K
ARS Wealth Advisors Group, LLC 0.07% Reduce -9.6% 7,590 $514K
American State Bank (Iowa) 0.31% Add +24.6% 7,550 $512K
Westbourne Investments, Inc. 0.31% New 7,500 $508K
Wealth Advisory Solutions, LLC 0.13% New 7,451 $505K
Farmers & Merchants Trust Co of Chambersburg PA 0.18% No change 7,437 $504K
Dorsey & Whitney Trust CO LLC 0.03% Add +10.7% 7,378 $500K
Hexagon Capital Partners LLC 0.09% Add +10.1% 7,353 $498K
Ascent Group, LLC 0.02% New 7,339 $497K
Leavell Investment Management, Inc. 0.02% Reduce -4.8% 7,327 $496K
Sage Mountain Advisors LLC 0.04% New 7,248 $491K
Optimize Financial Inc. 0.18% Reduce -11.2% 7,246 $491K
Sonora Investment Management Group, LLC 0.04% Add +36.9% 7,234 $490K
Checchi Capital Advisers, LLC 0.03% Add +21.9% 7,217 $489K
Icon Wealth Advisors, LLC 0.04% Add +2.5% 7,192 $487K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.17% No change 7,153 $485K
Wilson & Boucher Capital Management, LLC 0.36% Reduce -5.3% 7,150 $484K
Key Client Fiduciary Advisors, LLC 0.22% Add +1.4% 7,096 $481K
M.E. Allison & Co., Inc. 0.47% Add +13.8% 7,023 $476K
Sunbelt Securities, Inc. 0.04% Reduce -5.6% 7,011 $475K
Lanark Financial, Inc. 0.04% — 7,008 $474K
YHB Investment Advisors, Inc. 0.04% Reduce -43.6% 6,960 $472K
Tyler-Stone Wealth Management 0.08% Reduce -28.5% 6,917 $469K
Wellington Shields Capital Management, LLC 0.08% Reduce -27.4% 6,903 $468K
Ameritas Advisory Services, LLC 0.02% Reduce -2.1% 7,302 $465K
Matrix Private Capital Group LLC 0.28% Reduce -4.9% 6,868 $465K
Prasad Wealth Partners, LLC 0.15% Add +0.7% 6,862 $465K
Private Wealth Asset Management, LLC 0.07% — 6,858 $465K
Atalanta Sosnoff Capital, LLC 0.01% New 6,842 $464K
Financial Engines Advisors L.L.C. 0.00% Reduce -16.3% 6,833 $463K
CreativeOne Wealth, LLC 0.01% Add +5.0% 6,778 $459K
Fayez Sarofim & Co 0.00% Reduce -18.1% 6,773 $459K
Williams Financial, LLC 0.32% Add +1.4% 6,756 $458K
GC Wealth Management RIA, LLC 0.08% Add +2.3% 6,741 $457K
First Nebraska Trust Co 0.05% Reduce -0.7% 6,736 $456K
Childress Capital Advisors, LLC 0.13% New 6,731 $456K
Morningstar Investment Services LLC 0.08% Reduce -46.5% 6,720 $455K
Alta Advisers Ltd 0.19% New 6,712 $455K
Columbia Asset Management 0.09% Reduce -14.3% 6,598 $447K
Leigh Baldwin & Co., LLC 0.36% Add +4.9% 6,548 $444K
Severin Investments, LLC 0.44% Add +4.7% 6,516 $441K
Regal Investment Advisors LLC 0.04% Reduce -4.7% 6,505 $441K
Integrated Quantitative Investments LLC 0.22% Reduce -31.6% 6,500 $440K
Empower Advisory Group, LLC 0.00% Reduce -66.8% 6,490 $440K
Athena Investment Management 0.27% Add +4.8% 6,489 $440K
Worth Financial Advisory Group, LLC 0.28% Add +3.9% 6,468 $438K
Symmetry Partners, LLC 0.06% Reduce -0.7% 6,436 $436K
Grandview Asset Management LLC 0.16% Reduce -7.7% 6,400 $434K
HF Advisory Group, LLC 0.19% Reduce -3.3% 6,386 $433K
Dumont & Blake Investment Advisors LLC 0.12% Reduce -0.4% 6,363 $431K
Cozad Asset Management Inc. 0.04% Reduce -3.1% 6,330 $429K
Beacon Financial Group 0.05% Reduce -49.0% 6,278 $425K
Crescent Grove Advisors, LLC 0.04% Add +5.3% 6,276 $425K
City Center Advisors, LLC 0.50% Reduce -20.3% 6,274 $425K
Zions Bancorporation, National Association 0.03% — 6,257 $424K
Octavia Wealth Advisors, LLC 0.05% Reduce -6.7% 6,199 $420K
Dixon Fnancial Services, Inc. 0.23% No change 6,192 $420K
Ipsen Advisor Group LLC 0.36% Reduce -8.4% 6,189 $419K
Addison Advisors LLC 0.11% Reduce -3.8% 6,179 $419K
Matrix Asset Advisors Inc. 0.05% No change 6,175 $418K
Virtu Financial LLC 0.02% Reduce -95.0% 6,147 $416K
Bull Street Advisors, LLC 0.20% Reduce -10.7% 6,088 $412K
Charles Schwab Trust Co 0.03% Reduce -14.2% 6,056 $410K
Whalerock Point Partners, LLC 0.10% Add +24.9% 6,055 $410K
First Financial Bankshares Inc 0.01% Reduce -9.8% 6,035 $409K
Abacus Planning Group, Inc. 0.07% Add +13.8% 6,013 $407K
Marino, Stram & Associates LLC 0.09% Reduce -2.3% 6,009 $407K
Reliant Investment Partners, LLC 0.41% No change 6,000 $407K
St. Clair Advisors, LLC 0.11% No change 6,000 $407K
Carson Advisory Inc. 0.27% Reduce -7.7% 5,967 $404K
Schechter Investment Advisors, LLC 0.03% Add +6.0% 5,945 $403K
Rahlfs Capital, LLC 0.40% No change 5,930 $402K
Prelude Capital Management, LLC 0.04% New 5,915 $401K
Rathbones Group PLC 0.00% Reduce -26.4% 5,913 $401K
Geneos Wealth Management Inc. 0.01% Add +2.6% 5,908 $400K
Partners in Financial Planning 0.08% Add +0.0% 5,906 $400K
Pine Haven Investment Counsel, Inc 0.34% Reduce -28.2% 5,895 $399K
Harbour Investments, Inc. 0.01% Add +8.5% 5,877 $398K
Wallace Advisory Group, LLC 0.27% Add +16.2% 8,845 $397K
LexAurum Advisors, LLC 0.08% Reduce -2.2% 5,794 $393K
Great Valley Advisor Group, Inc. 0.01% Add +11.7% 5,779 $392K
Truvestments Capital LLC 0.08% Add +2.1% 5,761 $390K
Money Concepts Capital Corp. 0.03% Reduce -7.1% 5,752 $390K
Cullen/Frost Bankers, Inc. 0.01% Reduce -6.8% 5,746 $389K
Sanders Morris Harris LLC 0.06% No change 5,674 $386K
Basepoint Wealth LLC 0.30% Reduce -4.7% 5,668 $384K
Amara Financial, Llc. 0.35% No change 5,632 $382K
Aspire Growth Partners LLC 0.34% Add +5.4% 5,687 $380K
ICONIQ Capital, LLC 0.01% New 5,586 $378K
Vision Financial Markets LLC 0.41% Reduce -3.0% 5,572 $377K
Barrett & Company, Inc. 0.16% Reduce -2.3% 5,547 $376K
JFS Wealth Advisors, LLC 0.03% Add +43.2% 5,522 $374K
Boston Family Office LLC 0.03% Reduce -28.0% 5,520 $374K
Birchbrook, Inc. 0.21% Reduce -11.5% 5,507 $373K
Grant/GrossMendelsohn, LLC 0.21% No change 5,727 $372K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -4.5% 5,483 $371K
Everpar Advisors LLC 0.20% New 5,481 $371K
Plan Group Financial, LLC 0.13% Add +4.2% 5,466 $370K
Meridian Financial Advisors, LLC 0.26% No change 5,457 $370K
Tower Bridge Advisors 0.04% Reduce -51.4% 5,452 $369K
Allen Capital Group, LLC 0.04% New 5,443 $369K
Ausdal Financial Partners, Inc. 0.03% New 5,430 $368K
CWA Asset Management Group, LLC 0.02% New 5,407 $366K
CVA Family Office, LLC 0.06% Add +43.4% 5,336 $362K
Rockland Trust Co. 0.02% Reduce -2.9% 5,334 $361K
Corps Capital Advisors, LLC 0.38% No change 5,329 $361K
Donaldson Capital Management, LLC 0.01% Reduce -0.1% 5,276 $357K
WBH Advisory Inc. 0.03% Reduce -22.0% 5,273 $357K
BXM Wealth LLC 0.43% Reduce -24.2% 5,288 $357K
Ceeto Capital Group, LLC 0.14% Reduce -21.1% 5,265 $357K
Goelzer Investment Management, Inc. 0.02% Reduce -51.5% 5,266 $357K
First American Trust, FSB 0.03% Reduce -53.4% 5,252 $356K
Empire Financial Management Company, LLC 0.11% No change 5,241 $355K
Integrated Investment Consultants, LLC 0.07% Reduce -2.5% 5,236 $355K
RD Lewis Holdings, Inc. 0.40% Reduce -3.6% 5,245 $354K
North Star Investment Management Corp. 0.03% Reduce -64.3% 5,219 $354K
Compass Ion Advisors, LLC 0.04% Reduce -9.4% 5,173 $350K
McLean Asset Management Corp 0.11% New 5,127 $347K
Parkside Financial Bank & Trust 0.04% Add +0.7% 5,104 $346K
SYM FINANCIAL Corp 0.04% New 5,100 $346K
Davidson Trust Co. 0.16% Reduce -0.5% 5,077 $344K
Vectors Research Management, LLC 0.12% No change 5,073 $344K
Hayek Kallen Investment Management 0.13% Reduce -25.9% 5,056 $343K
Plimoth Trust Co. LLC 0.09% Reduce -83.1% 5,060 $343K
Root Financial Partners, LLC 0.04% Reduce -8.6% 5,057 $343K
Southland Equity Partners LLC 0.08% Add +0.6% 5,017 $340K
Pines Wealth Management, LLC 0.16% New 5,020 $340K
Tocqueville Asset Management L.P. 0.01% Reduce -15.1% 5,010 $339K
Private Capital Advisors, Inc. 0.04% No change 5,000 $339K
Wealth Effects LLC 0.14% Reduce -19.1% 4,987 $338K
Generali Investments, Management Co LLC 0.10% New 4,981 $337K
Element Wealth, LLC 0.18% Add +0.8% 4,975 $337K
Topsail Wealth Management, LLC 0.07% New 4,970 $337K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +2.8% 5,001 $336K
Shufro Rose & Co. LLC 0.03% Reduce -39.9% 4,950 $335K
Beach Investment Counsel Inc. 0.05% Reduce -28.7% 4,950 $335K
Koshinski Asset Management, Inc. 0.03% Add +3.8% 4,930 $334K
Klingenstein Fields & Co. LP 0.01% Add +0.2% 4,928 $334K
Atlas Brown,Inc. 0.12% Add +3.0% 4,893 $331K
Smithfield Trust Co 0.02% Reduce -6.2% 4,871 $331K
Bayforest Capital Ltd 0.14% New 4,881 $331K
Peddock Capital Advisors, LLC 0.08% Reduce -19.9% 4,871 $330K
MKT Advisors LLC 0.15% Add +0.3% 5,165 $330K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.14% Reduce -3.4% 4,802 $329K
Alliance Wealth Advisors, LLC 0.09% Reduce -5.4% 4,847 $328K
Manchester Capital Management LLC 0.04% Add +8.5% 4,836 $328K
Parr McKnight Wealth Management Group, LLC 0.05% Reduce -0.1% 4,818 $326K
Wealth Watch Advisors, INC 0.26% Reduce -1.1% 4,808 $326K
First City Capital Management, Inc. 0.19% Reduce -19.8% 4,797 $325K
JNBA Financial Advisors 0.03% Reduce -12.3% 4,771 $323K
Catalyst Financial Partners LLC 0.06% New 4,756 $322K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -15.3% 4,736 $321K
Trustco Bank Corp. N Y 0.35% Reduce -2.1% 4,735 $321K
MassMutual Private Wealth & Trust, FSB 0.01% Add +41.4% 4,719 $320K
Avestar Capital, LLC 0.03% New 4,697 $318K
Hoxton Planning & Management, LLC 0.12% New 4,694 $318K
Cladis Investment Advisory, LLC 0.23% Add +2.2% 4,693 $318K
Sentry LLC 0.06% No change 4,684 $317K
Forum Private Client Group LLC 0.14% Add +0.9% 4,670 $316K
MBB Public Markets I LLC 0.04% New 4,661 $316K
Brooklyn Investment Group 0.07% Add +373.8% 4,657 $315K
Beverly Hills Private Wealth, LLC 0.06% New 4,644 $315K
First Western Trust Bank 0.02% Reduce -4.7% 4,640 $314K
Fiducient Advisors LLC 0.04% New 4,624 $313K
Simmons Bank 0.02% Reduce -14.1% 4,606 $312K
Cadence Wealth Management LLC 0.23% No change 4,599 $312K
Pekin Hardy Strauss, Inc. 0.04% No change 4,575 $310K
Sunpointe, LLC 0.17% New 4,575 $310K
Lighthouse Investment Partners, LLC 0.01% New 4,571 $310K
Tyche Wealth Partners LLC 0.07% New 4,569 $310K
Cadence Bank 0.02% Reduce -1.3% 4,555 $309K
Keystone Financial Planning, Inc. 0.09% No change 4,521 $306K
Formidable Asset Management, LLC 0.05% Reduce -17.2% 4,518 $306K
Valmark Advisers, Inc. 0.00% New 4,515 $306K
Register Financial Advisors LLC 0.16% Reduce -30.5% 4,503 $305K
Glen Eagle Advisors, LLC 0.05% Reduce -10.4% 4,501 $305K
Penbrook Management LLC 0.23% Reduce -6.3% 4,500 $305K
Aviance Capital Partners, LLC 0.04% New 4,499 $305K
Van Hulzen Asset Management, LLC 0.03% Reduce -3.1% 4,499 $305K
Essex LLC 0.07% No change 4,494 $304K
Earned Wealth Advisors, LLC 0.07% New 4,491 $304K
Sargent Investment Group, LLC 0.05% Add +12.9% 4,447 $301K
Diversified Enterprises, LLC 0.03% New 4,435 $300K
Holderness Investments Co. 0.07% New 4,424 $300K
Allen Wealth Management, LLC 0.21% Reduce -10.2% 4,416 $299K
Sterling Capital Management LLC 0.00% Reduce -10.8% 4,403 $298K
Federated Hermes, Inc. 0.00% Reduce -53.9% 4,398 $298K
Advisory Alpha, LLC 0.01% New 4,390 $297K
Birch Capital Management, LLC 0.15% No change 4,387 $297K
Freestone Capital Holdings, LLC 0.01% Reduce -13.8% 4,383 $297K
CoreCap Advisors, LLC 0.01% Add +1.0% 4,373 $296K
Lauer Wealth, LLC 0.23% Reduce -21.0% 4,548 $296K
First National Trust Co 0.01% Reduce -50.5% 4,357 $295K
Diversified Trust Co. 0.01% New 4,352 $295K
Petra Financial Advisors Inc. 0.24% New 4,348 $295K
US Asset Management LLC 0.28% New 4,333 $294K
Tompkins Financial Corp. 0.03% No change 4,338 $294K
Northeast Investment Management 0.01% Reduce -44.4% 4,334 $294K
GW Henssler & Associates Ltd. 0.02% New 4,334 $294K
Kaufman Rossin Wealth, LLC 0.21% New 4,325 $293K
Insigneo Advisory Services, LLC 0.03% Reduce -27.7% 4,324 $293K
PDS Planning, Inc 0.02% New 4,320 $293K
Oak Hill Wealth Advisors, LLC 0.07% New 4,319 $293K
Soltis Investment Advisors LLC 0.03% New 4,316 $292K
Silver Oak Securities, Incorporated 0.03% New 4,344 $292K
Platinum Investment Management Ltd. 0.02% Add +116.7% 4,291 $291K
State of Wyoming 0.04% New 4,289 $291K
Vestmark Advisory Solutions, Inc. 0.01% New 4,279 $290K
Paragon Capital Management Ltd 0.06% New 4,261 $289K
Mechanics Bank Trust Department 0.04% Reduce -31.2% 4,227 $286K
Sound View Wealth Advisors Group, LLC 0.02% New 4,226 $286K
Norway Savings Bank 0.16% Reduce -48.9% 4,219 $286K
Fortis Advisors, LLC 0.19% Reduce -17.6% 4,200 $285K
Means Investment Co., Inc. 0.03% New 4,177 $283K
Legacy Capital Wealth Partners, LLC 0.07% New 4,173 $283K
Wescott Financial Advisory Group, LLC 0.03% Reduce -41.6% 4,152 $281K
Capital City Trust Co. 0.08% Reduce -26.9% 4,152 $281K
Vicus Capital 0.03% New 4,147 $281K
Smith Chas P & Associates Pa Cpas 0.02% New 4,144 $281K
EagleClaw Capital Managment, LLC 0.04% Reduce -32.6% 4,135 $280K
Somerset Trust Co 0.10% New 4,130 $280K
Larson Financial Group LLC 0.01% Add +38.2% 4,126 $280K
Compass Wealth Management LLC 0.07% Reduce -51.3% 4,084 $277K
Beese Fulmer Investment Management, Inc. 0.02% New 4,073 $276K
Ameriflex Group, Inc. 0.11% Reduce -7.0% 4,071 $276K
Fiera Capital Corp 0.00% New 4,070 $276K
Versant Capital Management, Inc 0.05% Add +308.6% 4,061 $275K
Whitebox Advisors LLC 0.02% Reduce -27.0% 4,050 $274K
Ballast Advisors LLC 0.09% New 4,042 $274K
LVW Advisors, LLC 0.03% Reduce -19.6% 4,028 $273K
Souders Financial Advisors 0.04% New 4,018 $272K
Ariston Services Group 0.23% New 4,018 $272K
SBI Securities Co., Ltd. 0.01% Reduce -7.9% 4,009 $272K
KMG Fiduciary Partners, LLC 0.02% Reduce -88.1% 4,005 $271K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.17% No change 4,000 $271K
BCS Wealth Management 0.07% New 3,978 $270K
New Hampshire Trust 0.06% Reduce -25.3% 3,982 $270K
Apella Capital, LLC 0.01% New 3,838 $269K
Lesa Sroufe & Co 0.27% — 3,965 $269K
Bank Hapoalim BM 0.04% New 3,975 $269K
First Heartland Consultants, Inc. 0.03% New 3,969 $269K
Kathmere Capital Management, LLC 0.02% New 3,967 $269K
Optivise Advisory Services LLC 0.15% New 3,951 $268K
Alliance Wealth Advisors, LLC 0.16% New 3,932 $266K
Next Level Private LLC 0.10% New 3,928 $266K
Hemenway Trust Co LLC 0.02% Reduce -32.6% 3,928 $266K
TT Capital Management LLC 0.22% Reduce -2.9% 3,904 $264K
Luken Investment Analytics, LLC 0.12% Reduce -9.2% 3,881 $263K
VeraBank, N.A. 0.07% Reduce -37.5% 3,871 $262K
First Interstate Bank 0.02% New 3,854 $261K
L.M. Kohn & Company 0.07% Reduce -34.8% 3,847 $261K
Callan Capital, LLC 0.02% New 3,844 $260K
Legacy Financial Advisors, Inc. 0.04% New 3,843 $260K
Heritage Financial Services, LLC 0.03% New 3,828 $259K
Mission Wealth Management, LP 0.01% New 3,822 $259K
Waldron Private Wealth LLC 0.01% Reduce -48.1% 3,810 $258K
AlphaQuest LLC 0.03% Reduce -45.5% 3,798 $257K
Quadcap Wealth Management, LLC 0.04% Reduce -59.8% 3,789 $257K
Brown Miller Wealth Management, LLC 0.09% New 3,784 $256K
TigerOak Management, L.L.C. 0.10% New 3,780 $256K
Tritonpoint Wealth, LLC 0.02% New 3,776 $256K
Denver PWM, LLC 0.09% Add +41666.7% 3,759 $255K
Empirical Asset Management, LLC 0.09% Reduce -89.8% 3,752 $254K
GK Wealth Management LLC 0.32% New 3,737 $253K
Aveo Capital Partners, LLC 0.04% Reduce -32.5% 3,760 $251K
Marshall Investment Management, LLC 0.16% No change 3,705 $251K
AXS Investments LLC 0.07% New 3,701 $251K
Connecticut Wealth Management, LLC 0.01% New 3,698 $251K
Baader Bank Aktiengesellschaft 0.03% New 3,842 $250K
Walter & Keenan Wealth Management LLC /in/ 0.08% New 3,687 $250K
White Knight Strategic Wealth Advisors, LLC 0.23% Reduce -76.6% 3,685 $250K
Optimum Investment Advisors 0.12% Reduce -2.7% 3,682 $249K
Quest 10 Wealth Builders, Inc. 0.26% Reduce -28.1% 3,653 $247K
Baldwin Wealth Partners LLC 0.02% New 3,652 $247K
Bridgewater Advisors Inc. 0.02% New 3,793 $247K
Carnegie Lake Advisors LLC 0.10% New 3,625 $246K
Brown Wealth Management, LLC 0.08% New 3,603 $244K
Keel Point, LLC 0.02% New 3,596 $244K
Stonebridge Capital Advisors LLC 0.02% Reduce -51.0% 3,590 $243K
Kendall Capital Management 0.07% Reduce -23.5% 3,580 $243K
AA Financial Advisors, LLC 0.06% New 3,580 $243K
Sivia Capital Partners, LLC 0.11% New 3,561 $241K
ELCO Management Co., LLC 0.13% New 3,560 $241K
Brown Brothers Harriman & Co. 0.00% Add +42.1% 3,557 $241K
Eagle Wealth Strategies LLC 0.15% New 3,556 $241K
Quadrant Private Wealth Management, LLC 0.06% New 3,553 $241K
Defined Wealth Management, LLC 0.16% New 3,547 $240K
Gries Financial LLC 0.05% New 3,540 $240K
Summit Asset Management, LLC 0.04% New 3,525 $239K
WealthBridge Capital Management, LLC 0.07% New 3,518 $238K
Middleton & Co. Inc. 0.03% Reduce -25.5% 3,500 $237K
Westmount Partners, LLC 0.07% New 3,493 $237K
Savvy Advisors, Inc. 0.02% New 3,492 $237K
Proficio Capital Partners LLC 0.02% New 3,491 $237K
Promethium Advisors,llc 0.15% New 3,480 $236K
Berkshire Asset Management LLC 0.01% New 3,473 $236K
Clifford Swan Investment Counsel LLC 0.01% New 3,461 $234K
One Wealth Advisors, LLC 0.03% New 3,454 $234K
Accredited Wealth Management, LLC 0.20% No change 3,451 $234K
Abc Arbitrage SA 0.04% Reduce -87.0% 3,447 $234K
AdvisorNet Financial, Inc 0.02% Reduce -21.9% 3,435 $233K
Maridea Wealth Management LLC 0.08% New 3,431 $232K
Brass Tax Wealth Management, Inc. 0.05% New 3,429 $232K
Capital Group Private Client Services, Inc. 0.00% New 3,418 $232K
Summit X, LLC 0.05% New 3,414 $231K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 3,404 $231K
AGH Wealth Advisors, LLC 0.22% New 3,400 $230K
New Covenant Trust Company, N.A. 0.24% New 3,422 $230K
Lantz Financial LLC 0.06% New 3,391 $230K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 3,385 $229K
Guyasuta Investment Advisors Inc. 0.01% New 3,383 $229K
WealthShield Partners, LLC 0.03% New 3,356 $227K
Institute for Wealth Management, LLC. 0.03% New 3,355 $227K
Western Wealth Management, LLC 0.01% New 3,338 $226K
CYBER HORNET ETFs LLC 0.23% New 3,337 $226K
Poinciana Advisors Group, LLC 0.23% New 3,332 $226K
Fieldview Capital Management, LLC 0.03% New 3,325 $225K
Ellis Investment Partners, LLC 0.05% New 3,321 $225K
Fort Sheridan Advisors LLC 0.03% Reduce -60.7% 3,319 $225K
Klingman & Associates, LLC 0.01% New 3,311 $224K
Key Financial Inc 0.05% Reduce -1.0% 3,281 $222K
Financial Advisors Network, Inc. 0.04% Reduce -30.1% 3,276 $222K
HBW Advisory Services LLC 0.03% New 3,256 $221K
Winthrop Advisory Group LLC 0.03% New 3,235 $219K
Redwood Wealth Management Group, LLC 0.11% New 3,231 $219K
Zacks Investment Management 0.00% New 3,231 $219K
Center For Asset Management LLC 0.13% New 3,228 $219K
One Capital Management, LLC 0.01% New 3,218 $218K
KLCM Advisors, Inc. 0.03% New 3,215 $218K
Banque Pictet & Cie SA 0.00% New 3,206 $217K
Petros Family Wealth, LLC 0.24% New 3,201 $217K
Cary Street Partners Investment Advisory LLC 0.12% Add +19.0% 3,198 $217K
North Capital, Inc. 0.20% — 3,194 $216K
Clarius Group, LLC 0.01% Reduce -37.6% 3,193 $216K
White Pine Capital LLC 0.07% New 3,187 $216K
Allegiance Financial Group Advisory Services LLC 0.07% New 3,184 $216K
Tempus Wealth Planning, LLC 0.06% New 3,178 $215K
Dearborn Partners LLC 0.01% New 3,177 $215K
Alpha Family Trust 0.13% New 3,170 $215K
Linscomb Wealth, Inc. 0.01% New 3,169 $215K
Vista Investment Management 0.08% New 3,166 $215K
Capital Asset Advisory Services LLC 0.01% New 3,150 $214K
Penobscot Investment Management Company, Inc. 0.02% New 3,161 $214K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -88.1% 3,153 $214K
Keudell/Morrison Wealth Management 0.05% New 3,151 $213K
Nabity-Jensen Investment Management Inc 0.17% New 3,147 $213K
Prosperity Consulting Group, LLC 0.02% New 3,145 $213K
MIdWestOne Financial Group, Inc. 0.03% New 3,136 $212K
Good Life Advisors, LLC 0.01% Reduce -32.1% 3,123 $212K
Holistic Financial Partners 0.10% New 3,123 $212K
Trust Investment Advisors 0.14% New 3,120 $211K
Great Point Wealth Advisors, LLC 0.05% New 3,106 $210K
First County Bank 0.12% New 3,100 $210K
Sentinel Trust Co. Lba 0.02% New 3,095 $210K
Palisade Asset Management, LLC 0.02% New 3,099 $210K
Laraway Financial Advisors Inc 0.17% No change 3,085 $209K
Realta Investment Advisors 0.09% Reduce -27.0% 3,074 $208K
Resonant Capital Advisors, LLC 0.01% New 3,058 $207K
Verity Asset Management, Inc. 0.08% New 3,050 $207K
Blackston Financial Advisory Group, LLC 0.14% New 3,049 $207K
Sky Investment Group LLC 0.04% New 3,048 $207K
Advyzon Investment Management, LLC 0.07% New 3,045 $206K
Ipswich Investment Management Co., Inc. 0.05% New 3,039 $206K
Windsor Capital Management, LLC 0.06% New 3,035 $206K
Avidian Wealth Enterprises, LLC 0.01% New 3,033 $205K
Sepio Capital, LP 0.02% New 3,026 $205K
Pure Financial Advisors, LLC 0.00% New 3,013 $204K
Modern Wealth Management, LLC 0.01% New 3,007 $204K
Quilter Plc 0.00% New 2,995 $203K
BridgePort Financial Solutions, LLC 0.09% New 2,992 $203K
First United Bank & Trust 0.08% Add +321.1% 2,990 $203K
Warther Private Wealth, LLC 0.07% Reduce -46.3% 2,989 $203K
Future Financial Wealth Managment LLC 0.15% Add +0.1% 2,982 $202K
Lighthouse Financial LLC 0.17% New 2,979 $202K
Northwest Bancshares, Inc. 0.04% New 2,973 $201K
Blodgett Wealth Advisors, LLC 0.17% New 2,965 $201K
KPP Advisory Services LLC 0.04% Reduce -58.4% 2,965 $201K
Mather Group, Llc. 0.00% Add +3.9% 2,893 $196K
AlphaCore Capital LLC 0.02% New 2,869 $194K
Rossby Financial, LCC 0.08% New 2,895 $189K
South Plains Financial, Inc. 0.15% Reduce -16.1% 2,780 $188K
DT Investment Partners, LLC 0.02% No change 2,777 $188K
Centaurus Financial, Inc. 0.01% Reduce -25.1% 2,773 $188K
Global Financial Private Client, LLC 0.07% Add +1.4% 2,769 $188K
Medallion Wealth Advisors, LLC 0.08% Add +38.9% 2,742 $186K
Oakworth Capital, Inc. 0.01% Reduce -2.1% 2,731 $185K
Walleye Capital LLC 0.00% Reduce -96.7% 2,714 $184K
Horizon Bancorp Inc. 0.10% Add +7.4% 2,610 $177K
Y.D. More Investments Ltd 0.02% Reduce -20.3% 2,550 $173K
City State Bank 0.06% Reduce -3.0% 2,547 $173K
2UniFi Bank 0.11% Reduce -25.6% 2,544 $167K
Valley National Advisers Inc. 0.03% Reduce -1.5% 2,472 $167K
Caldwell Sutter Capital, Inc. 0.08% Reduce -5.0% 2,446 $166K
Union Savings Bank 0.08% Reduce -10.9% 2,438 $165K
Clear Investment Research, LLC 0.22% Reduce -0.7% 2,435 $165K
WFA Asset Management Corp 0.08% Add +47.4% 1,950 $156K
Tortoise Investment Management, LLC 0.02% Add +0.5% 2,214 $150K
Asset Dedication, LLC 0.01% Add +35.1% 2,187 $148K
GeoWealth Management, LLC 0.01% Reduce -56.2% 2,182 $148K
Pinney & Scofield, Inc. 0.11% Reduce -12.1% 2,182 $148K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +287.1% 2,152 $146K
1620 Investment Advisors, Inc. 0.11% Reduce -4.5% 2,146 $145K
Sound Income Strategies, LLC 0.01% Add +2.7% 2,097 $142K
Provenance Wealth Advisors, LLC 0.02% Reduce -56.0% 2,056 $139K
Creative Financial Designs Inc. 0.01% Add +39.5% 2,026 $137K
Duncker Streett & Co. Inc. 0.03% Reduce -4.7% 2,010 $136K
Roble, Belko & Company, Inc 0.02% No change 2,006 $136K
United Community Bank 0.05% Reduce -57.8% 2,002 $136K
Robbins Farley 0.07% Reduce -27.9% 2,000 $136K
ESL Trust Services, LLC 0.03% No change 2,000 $136K
Bruce G. Allen Investments, LLC 0.10% Add +6.2% 1,821 $123K
Evelyn Partners Investment Management LLP 0.00% No change 1,800 $122K
Mark Sheptoff Financial Planning, LLC 0.07% Reduce -10.1% 1,783 $121K
GPS Wealth Strategies Group, LLC 0.02% Add +37.5% 1,761 $119K
Nemes Rush Group LLC 0.01% No change 1,747 $118K
NFSG Corp 0.03% Reduce -29.7% 1,735 $118K
Proathlete Wealth Management LLC 0.04% New 1,719 $116K
Opal Wealth Advisors, LLC 0.04% New 1,698 $115K
Systematic Financial Management LP 0.00% No change 1,688 $114K
Legacy Bridge, LLC 0.06% No change 1,675 $113K
Gifford Fong Associates 0.03% No change 1,675 $113K
Centennial Bank 0.05% No change 1,666 $113K
Towne Trust Company, N.A 0.04% No change 1,666 $113K
Grove Bank & Trust 0.01% Reduce -4.3% 1,660 $112K
Quent Capital, LLC 0.01% Reduce -18.9% 1,646 $112K
Peoples Financial Services Corp. 0.05% No change 1,643 $111K
Prestige Wealth Management Group LLC 0.02% Reduce -1.4% 1,618 $110K
Capula Management Ltd 0.00% New 1,574 $107K
Salomon & Ludwin, LLC 0.01% No change 1,561 $106K
Colonial Trust Co / SC 0.02% Reduce -11.8% 1,531 $104K
Hazlett, Burt & Watson, Inc. 0.05% Reduce -21.3% 1,517 $103K
Hanson & Doremus Investment Management 0.01% New 1,500 $102K
Loomis Sayles & Co. L P 0.00% Add +77.0% 1,508 $102K
Park Place Capital Corp 0.03% Reduce -0.5% 1,496 $101K
Millstone Evans Group, LLC 0.07% Reduce -16.2% 1,458 $99K
Murphy & Mullick Capital Management Corp 0.09% Reduce -0.7% 1,386 $94K
Main Street Group, LTD 0.04% Add +4.8% 1,386 $94K
Frazier Financial Advisors, LLC 0.07% Add +0.1% 1,367 $93K
Trust Co 0.01% Reduce -20.6% 1,350 $91K
Cape Investment Advisory, Inc. 0.03% Add +0.9% 1,286 $87K
Ogorek Anthony Joseph /NY/ 0.03% Add +1681.9% 1,283 $86K
Strengthening Families & Communities, LLC 0.05% Reduce -7.1% 1,447 $85K
HHM Wealth Advisors, LLC 0.01% Reduce -3.7% 1,258 $85K
Piscataqua Savings Bank 0.07% Reduce -5.7% 1,246 $84K
Center for Financial Planning, Inc. 0.01% Reduce -13.9% 1,241 $84K
Johnson Financial Group, Inc. 0.00% Add +20.2% 1,189 $81K
Sachetta, LLC 0.03% Reduce -48.0% 1,187 $80K
Silvant Capital Management LLC 0.00% No change 1,169 $79K
Coston, McIsaac & Partners 0.02% Add +0.6% 1,177 $79K
LFA - Lugano Financial Advisors SA 0.05% Reduce -22.3% 1,140 $77K
Clean Yield Group 0.03% No change 1,140 $77K
Vega Investment Solutions 0.01% Reduce -86.0% 1,124 $76K
Smallwood Wealth Investment Management, LLC 0.05% New 1,117 $76K
Ball & Co Wealth Management Inc. 0.08% Add +1.2% 1,114 $75K
Rise Advisors, LLC 0.03% Add +0.7% 1,092 $74K
True Wealth Design, LLC 0.03% Add +2308.9% 1,084 $73K
PFS Partners, LLC 0.04% Add +1.1% 1,072 $73K
Capital Analysts, LLC 0.00% Reduce -72.5% 1,060 $72K
Citizens National Bank Trust Department 0.02% Reduce -48.8% 1,050 $71K
TFC Financial Management, Inc. 0.01% Reduce -10.1% 1,040 $70K
Iron Horse Wealth Management, LLC 0.02% Reduce -24.3% 1,024 $69K
Capital Advisors, Ltd. LLC 0.01% Add +48.6% 1,021 $69K
PARK CIRCLE Co 0.06% No change 1,000 $68K
Orion Capital Management LLC 0.03% Reduce -16.7% 1,000 $68K
BNP Paribas 0.00% Reduce -37.5% 1,000 $68K
Arax Advisory Partners 0.00% Reduce -61.0% 996 $67K
Financial Network Wealth Advisors LLC 0.09% Add +41.5% 989 $67K
Wolff Wiese Magana LLC 0.05% Reduce -0.9% 983 $67K
CNB Bank 0.03% Reduce -4.4% 970 $66K
City Holding Co. 0.01% No change 960 $65K
Covestor Ltd 0.04% Reduce -2.4% 962 $65K
Riverview Trust Co 0.06% Add +119.3% 956 $65K
Concord Wealth Partners 0.01% Reduce -24.2% 926 $63K
Cromwell Holdings LLC 0.04% Reduce -64.4% 925 $63K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 917 $62K
West Paces Advisors Inc. 0.01% No change 906 $61K
Bangor Savings Bank 0.01% No change 905 $61K
Perkins Coie Trust Co 0.01% Reduce -7.1% 900 $61K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -31.1% 885 $60K
First Command Advisory Services, Inc. 0.00% Reduce -8.4% 885 $60K
Princeton Global Asset Management LLC 0.01% Reduce -8.7% 844 $57K
Caldwell Trust Co 0.01% Add +101.0% 830 $56K
Compass Planning Associates Inc 0.06% Add +1.2% 828 $56K
Delta Asset Management LLC 0.01% No change 820 $56K
Atwood & Palmer Inc. 0.00% Add +228.0% 820 $56K
Financial Perspectives, Inc 0.02% No change 805 $55K
Wayfinding Financial, LLC 0.02% New 808 $54K
Armstrong Advisory Group, Inc. 0.00% No change 1,196 $54K
Lummis Asset Management, LP 0.04% New 800 $53K
Hopwood Financial Services, Inc. 0.04% Add +20.5% 783 $53K
Keener Financial Planning LLC 0.03% No change 783 $53K
Clearstead Trust, LLC 0.01% Add +53.4% 767 $52K
Pinnacle Bancorp, Inc. 0.02% Reduce -60.4% 766 $52K
MV Capital Management, Inc. 0.01% Add +63.9% 741 $50K
Indiana Trust & Investment Management Co 0.02% Reduce -11.4% 739 $50K
Mascoma Wealth Management LLC 0.01% No change 723 $49K
Quarry LP 0.01% Reduce -66.7% 721 $49K
Sierra Ocean, LLC 0.04% Add +584.8% 719 $49K
Glass Jacobson Investment Advisors llc 0.02% No change 1,073 $48K
Kennebec Savings Bank 0.05% No change 708 $48K
Heritage Wealth Advisors 0.00% No change 700 $47K
Bogart Wealth, LLC 0.00% Reduce -14.1% 688 $47K
Hemington Wealth Management 0.01% Add +33.7% 682 $46K
Ofi Invest Asset Management 0.00% Reduce -51.3% 731 $46K
North Ridge Wealth Advisors, Inc. 0.03% No change 668 $45K
Gables Capital Management Inc. 0.02% No change 665 $45K
SOA Wealth Advisors, LLC. 0.01% Reduce -61.3% 658 $45K
Stonebridge Financial Group, LLC 0.00% Add +4.8% 658 $45K
New England Capital Financial Advisors LLC 0.02% Reduce -6.2% 656 $44K
McIlrath & Eck, LLC 0.01% Reduce -8.5% 647 $44K
Plante Moran Financial Advisors, LLC 0.00% Reduce -66.3% 635 $43K
GW&K Investment Management, LLC 0.00% Add +39.4% 637 $43K
Sittner & Nelson, LLC 0.02% No change 607 $41K
First Financial Corp. 0.02% Reduce -27.7% 600 $41K
Hoey Investments, Inc. 0.01% No change 600 $41K
Park Square Financial Group, LLC 0.03% Reduce -39.4% 581 $39K
Hara Capital LLC 0.03% Reduce -46.2% 579 $39K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -84.0% 187 $39K
Stone House Investment Management, LLC 0.01% New 572 $39K
Costello Asset Management, INC 0.02% Add +281.3% 572 $39K
Whipplewood Advisors, LLC 0.02% Add +26.3% 668 $38K
First Community Trust NA 0.03% No change 562 $38K
Chesapeake Asset Management LLC 0.04% Reduce -24.3% 560 $38K
AllSquare Wealth Management LLC 0.02% No change 550 $37K
Maj Invest Holding A/S 0.00% No change 540 $37K
West Branch Capital LLC 0.01% No change 540 $37K
VSM Wealth Advisory, LLC 0.01% No change 525 $36K
HighMark Wealth Management LLC 0.02% Add +1.2% 517 $35K
Cornerstone Planning Group LLC 0.01% Add +17.7% 532 $35K
Cornerstone National Bank & Trust Co 0.02% New 504 $34K
Pillar Financial Advisors, LLC 0.03% No change 500 $34K
Vermillion Wealth Management, Inc. 0.01% No change 500 $34K
Painted Porch Advisors LLC 0.01% Add +24.6% 497 $34K
Saudi Central Bank 0.18% New 495 $34K
MCF Advisors LLC 0.00% Reduce -47.6% 491 $33K
Standard Family Office LLC 0.04% Reduce -42.9% 488 $33K
Chilton Capital Management LLC 0.00% Reduce -27.8% 485 $33K
Dunhill Financial, LLC 0.01% Add +147.2% 749 $33K
Battery Global Advisors, LLC 0.02% No change 478 $32K
Operose Advisors LLC 0.01% Reduce -21.2% 465 $32K
Harbor Investment Advisory, LLC 0.00% Add +26.0% 461 $31K
Canton Hathaway, LLC 0.01% No change 456 $31K
Bell Investment Advisors, Inc 0.01% Add +119.8% 455 $31K
Boyd Watterson Asset Management LLC 0.01% No change 435 $29K
Mountain Hill Investment Partners Corp. 0.03% Reduce -99.4% 420 $28K
Country Trust Bank 0.00% Reduce -82.0% 417 $28K
Ridgewood Investments LLC 0.01% Reduce -33.5% 416 $28K
BankPlus Trust Department 0.01% No change 414 $28K
Pacifica Partners Inc. 0.01% No change 410 $28K
American National Bank & Trust 0.00% No change 400 $27K
Washington Trust Advisors, Inc. 0.00% Reduce -10.7% 393 $27K
SWAN Capital LLC 0.01% Add +62.0% 392 $27K
Rosenberg Matthew Hamilton 0.01% Add +29.9% 382 $26K
WealthCollab, LLC 0.02% Add +34.3% 376 $25K
Optiver Holding B.V. 0.00% Reduce -85.7% 373 $25K
Syntax Research, Inc. 0.02% Reduce -51.9% 371 $25K
Cedar Mountain Advisors, LLC 0.01% No change 371 $25K
Studio Investment Management LLC 0.01% Reduce -94.1% 364 $25K
Ulland Investment Advisors, LLC 0.02% Reduce -79.9% 361 $24K
Granite FO LLC 0.01% No change 350 $24K
Horizon Financial Services, LLC 0.01% Add +7.7% 350 $24K
Flagship Wealth Advisors, LLC 0.01% No change 348 $24K
FSA Wealth Management LLC 0.01% Add +0.3% 344 $23K
Core Alternative Capital 0.01% Reduce -23.5% 339 $23K
Altshuler Shaham Ltd 0.00% Reduce -25.9% 331 $22K
Highline Wealth Partners LLC 0.01% Add +99.4% 327 $22K
Rakuten Securities, Inc. 0.01% Add +71.8% 323 $22K
Private Wealth Management Group, LLC 0.01% Reduce -30.9% 316 $21K
PrairieView Partners, LLC 0.00% No change 310 $21K
Mb, Levis & Associates, LLC 0.01% Add +1.0% 307 $21K
Legacy Wealth Managment, LLC 0.01% No change 302 $20K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% New 300 $20K
Arlington Trust Co LLC 0.00% No change 300 $20K
Colonial Trust Advisors 0.00% Reduce -8.5% 300 $20K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 300 $20K
Activest Wealth Management 0.01% Add +7250.0% 294 $20K
Golden State Wealth Management, LLC 0.00% Add +282.9% 291 $20K
Olistico Wealth, LLC 0.01% New 290 $20K
Bank & Trust Co 0.02% No change 285 $19K
Steph & Co. 0.01% Add +158.3% 279 $19K
Vermillion & White Wealth Management Group, LLC 0.01% Reduce -19.0% 277 $19K
WPG Advisers, LLC 0.02% Add +3.4% 277 $19K
Sherman Asset Management, Inc. 0.02% Reduce -3.2% 274 $19K
Lowe Wealth Advisors, LLC 0.01% Reduce -2.6% 266 $18K
Financial Freedom, LLC 0.01% Add +1.1% 263 $18K
Semmax Financial Advisors Inc. 0.00% Reduce -11.9% 259 $17K
Roxbury Financial LLC 0.02% Add +0.8% 258 $17K
Pacific Center for Financial Services 0.00% No change 250 $17K
Fortis Group Advisors, LLC 0.00% No change 250 $17K
Maryland Capital Advisors Inc. 0.01% No change 247 $17K
Centricity Wealth Management, LLC 0.01% No change 244 $17K
Compass Financial Services Inc 0.01% New 231 $16K
Red Tortoise LLC 0.01% Reduce -26.8% 227 $15K
MPWM Advisory Solutions, LLC 0.01% Reduce -42.2% 226 $15K
Physician Wealth Advisors, Inc. 0.00% Add +96.5% 224 $15K
Valley Wealth Managers, Inc. 0.00% New 224 $15K
Consultiva Wealth Management, Corp. 0.05% No change 222 $15K
Global Trust Asset Management, LLC 0.01% Reduce -34.1% 224 $15K
Promus Capital, LLC 0.01% No change 217 $15K
1248 Management, LLC 0.01% New 217 $15K
Motco 0.00% Reduce -1.8% 216 $15K
Union Bancaire Privee, UBP SA 0.00% No change 213 $14K
Strategic Investment Solutions, Inc. 0.00% Reduce -79.7% 208 $14K
Centerpoint Advisors, LLC 0.01% Reduce -44.8% 200 $14K
Financial Management Professionals, Inc. 0.00% Add +47.5% 205 $14K
Richards, Merrill & Peterson, Inc. 0.01% No change 204 $14K
West Financial Advisors, LLC 0.00% No change 203 $14K
Cherry Tree Wealth Management, LLC 0.00% Reduce -42.8% 202 $14K
Atlantic Private Wealth, LLC 0.01% No change 200 $14K
Pension & Wealth Management Advisors, Inc. 0.01% No change 200 $14K
Crowley Wealth Management, Inc. 0.01% No change 198 $13K
Greenline Partners, LLC 0.00% No change 196 $13K
Flaharty Asset Management, LLC 0.00% New 195 $13K
Abound Wealth Management 0.00% Reduce -33.1% 194 $13K
YANKCOM Partnership 0.01% No change 190 $13K
Harbor Capital Advisors, Inc. 0.00% New 181 $12K
DHJJ Financial Advisors, Ltd. 0.00% Add +0.6% 173 $12K
Rialto Wealth Management, LLC 0.00% Add +0.6% 165 $11K
Stephens Consulting, LLC 0.00% No change 155 $11K
NCP Inc. 0.01% No change 154 $10K
DiNuzzo Private Wealth, Inc. 0.00% Add +12.6% 152 $10K
TD Capital Management LLC 0.00% No change 150 $10K
First Pacific Financial 0.00% No change 150 $10K
Hollencrest Capital Management 0.00% No change 150 $10K
Bernard Wealth Management Corp. 0.00% Add +19.4% 148 $10K
CBIZ Investment Advisory Services, LLC 0.00% Add +311.8% 140 $9K
CarsonAllaria Wealth Management, Ltd. 0.01% Add +19.1% 137 $9K
Hughes Financial Services, LLC 0.00% New 128 $9K
Creekmur Asset Management LLC 0.00% No change 128 $9K
Miller Wealth Advisors, LLC 0.00% No change 125 $8K
Minot DeBlois Advisors LLC 0.01% No change 119 $8K
Avion Wealth 0.00% No change 191 $8K
Dynamic Wealth Strategies, LLC 0.01% New 109 $7K
Collier Financial 0.01% No change 108 $7K
Raffa Wealth Management, LLC 0.00% No change 108 $7K
Laurel Wealth Advisors LLC 0.00% No change 105 $7K
Putney Financial Group LLC 0.01% No change 104 $7K
Ascentis Wealth Management, LLC 0.00% New 101 $7K
Kiker Wealth Management, LLC 0.00% New 101 $7K
WealthTrak Capital Management LLC 0.01% New 100 $7K
Nalls Sherbakoff Group, LLC 0.01% — 100 $7K
Richardson Capital Management LLC 0.00% New 100 $7K
Bellevue Asset Management, LLC 0.00% No change 100 $7K
TruNorth Capital Management, LLC 0.00% No change 100 $7K
Global Wealth Strategies & Associates 0.00% No change 94 $6K
Comprehensive Financial Planning, Inc. 0.01% No change 91 $6K
ORG Partners LLC 0.00% Reduce -84.8% 90 $6K
HFM Investment Advisors, LLC 0.00% — 91 $6K
JDM Financial Group LLC 0.00% Reduce -47.1% 90 $6K
N.E.W. Advisory Services LLC 0.00% New 89 $6K
Penserra Capital Management LLC 0.00% Reduce -96.9% 102 $6K
Continuum Advisory, LLC 0.00% Reduce -81.9% 87 $6K
SJS Investment Consulting Inc. 0.00% Add +138.9% 86 $6K
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.0% 85 $6K
Front Row Advisors LLC 0.00% No change 85 $6K
Dogwood Wealth Management LLC 0.00% New 84 $6K
Transce3nd, LLC 0.00% Reduce -63.1% 82 $6K
Anderson Financial Strategies, LLC 0.00% Reduce -77.8% 81 $5K
IAG Wealth Partners, LLC 0.00% Reduce -66.8% 78 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 71 $5K
Catherine Avery Investment Management LLC 0.00% No change 73 $5K
Anfield Capital Management, LLC 0.00% No change 73 $5K
Robinswood Financial LLC 0.00% No change 72 $5K
Elevation Wealth Partners, LLC 0.00% Reduce -85.1% 70 $5K
Pineridge Advisors LLC 0.00% Reduce -54.4% 68 $5K
Kozak & Associates, Inc. 0.00% Add +1.6% 64 $4K
Clark Wealth Partners 0.00% No change 64 $4K
10Elms LLP 0.01% Reduce -68.5% 63 $4K
Aspect Partners, LLC 0.00% No change 62 $4K
Wealth Preservation Advisors, LLC 0.00% — 61 $4K
Cedar Wealth Management, LLC 0.00% No change 55 $4K
Old Second National Bank of Aurora 0.00% Reduce -55.2% 52 $4K
WestEnd Advisors, LLC 0.00% Add +188.2% 49 $3K
Beacon Capital Management, LLC 0.00% No change 47 $3K
Abound Financial, LLC 0.00% New 47 $3K
Principia Wealth Advisory, LLC 0.00% Add +207.1% 43 $3K
PFG Private Wealth Management, LLC 0.00% No change 40 $3K
Winnacle Wealth LLC 0.00% Add +48.1% 40 $3K
Fairscale Capital, LLC 0.00% No change 39 $3K
Nvwm, LLC 0.00% New 39 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 37 $3K
Synergy Investment Management, LLC 0.00% No change 36 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -82.9% 32 $2K
Aventura Private Wealth, LLC 0.00% No change 32 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -54.5% 20 $2K
Graney & King, LLC 0.00% No change 29 $2K
ROSS\JOHNSON & Associates LLC 0.03% New 28 $2K
Foster Dykema Cabot & Partners, LLC 0.00% No change 27 $2K
PayPay Securities Corp 0.09% Reduce -45.5% 24 $2K
Tradewinds Capital Management, LLC 0.00% No change 23 $2K
Riggs Asset Managment Co. Inc. 0.00% Add +42.9% 20 $1K
Darwin Wealth Management, LLC 0.00% No change 29 $1K
Binnacle Investments Inc 0.00% — 19 $1K
Raleigh Capital Management Inc. 0.00% Reduce -82.9% 19 $1K
Noble Wealth Management PBC 0.00% No change 18 $1K
Albion Financial Group 0.00% No change 17 $1K
Bay Harbor Wealth Management, LLC 0.00% New 17 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 15 $1K
Osterweis Capital Management Inc. 0.00% New 15 $1K
Bear Mountain Capital, Inc. 0.00% New 15 $987
J.Safra Asset Management Corp 0.00% Reduce -99.6% 13 $881
Clarity Asset Management, Inc. 0.00% No change 12 $821
Guardian Wealth Management, Inc. 0.00% Reduce -99.9% 11 $769
American Capital Advisory, LLC 0.00% Reduce -72.5% 11 $746
Parkworth Wealth Management, Inc. 0.00% Add +80.0% 9 $610
GoalVest Advisory LLC 0.00% Reduce -96.6% 6 $407
High Note Wealth, LLC 0.00% New 4 $271
Fairman Group, LLC 0.00% No change 5 $224
Kessler Investment Group, LLC 0.00% No change 2 $136
Wiser Advisor Group LLC 0.00% No change 1 $73

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