CVS HealthCVS

13F holders, Q3 2025 (September 30)
1,837holders +78
192new positions
106sold out
15famous investors
$75.39avg. 13F price*

At the end of Q3 2025, 1,837 institutions reported holding CVS Health Corp. (CVS) in their 13F filings, up 78 from Q2 2025. 192 opened new positions and 106 sold out. The largest holders were BlackRock, Inc. ($9.0B), Vanguard Group Inc. ($9.0B) and Dodge & Cox ($5.5B). 15 famous investors held it, including Prem Watsa (9.9% of Fairfax Financial Holdings's portfolio), John W. Rogers Jr. (0.8% of Ariel Investments's portfolio) and Ray Dalio (0.4% of Bridgewater Associates'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions192$420.4M
Exits106$201.9M

All 13F filers, Q2 2025 → Q3 2025: 61,408,181 shares bought and 44,290,187 shares sold, net +17,117,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,837 holders

BlackRock, Inc. 0.16% Reduce -2.3% 119,836,144 $9.0B
Vanguard Group Inc. 0.13% Reduce -1.3% 118,885,106 $9.0B
Dodge & Cox 2.98% Reduce -0.1% 73,176,586 $5.5B
Capital World Investors 0.71% Add +2.1% 68,382,158 $5.2B
State Street Corp. 0.15% Add +0.3% 58,938,286 $4.4B
FMR LLC 0.17% Reduce -5.0% 43,335,261 $3.3B
JPMorgan Chase & Co. 0.17% Add +31.3% 35,275,236 $2.7B
Geode Capital Management, LLC 0.14% Add +1.2% 28,987,765 $2.2B
Capital International Investors 0.33% Add +1.1% 26,692,203 $2.0B
Invesco Ltd. 0.29% Add +3.2% 24,293,058 $1.8B
Morgan Stanley 0.09% Add +10.7% 19,162,143 $1.4B
T. Rowe Price Associates Inc. 0.14% Add +4.7% 17,397,735 $1.3B
Pzena Investment Management LLC 3.86% Reduce -5.4% 15,844,972 $1.2B
Charles Schwab Investment Management Inc. 0.17% Add +1.1% 13,940,631 $1.1B
Northern Trust Corp. 0.12% Reduce -0.0% 12,173,218 $917.7M
Capital Research Global Investors 0.16% Add +24.4% 11,469,250 $864.7M
Davis Selected Advisers 4.49% Reduce -1.6% 11,403,641 $859.7M
Bank of America Corp. 0.06% Add +6.3% 10,373,682 $782.1M
Legal & General Group Plc 0.16% Add +3.3% 9,277,933 $699.5M
Clearbridge Investments, LLC 0.51% Reduce -1.1% 9,031,836 $680.9M
Bank of New York Mellon Corp 0.12% Reduce -1.4% 8,533,512 $643.3M
Ameriprise Financial Inc. 0.15% Add +7.5% 8,448,420 $637.0M
Glenview Capital Management, LLC 15.02% No change 8,196,799 $618.0M
Royal Bank of Canada 0.11% Add +0.4% 8,010,558 $603.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Reduce -15.5% 7,924,874 $597.5M
UBS Group AG 0.11% Add +14.2% 7,602,740 $573.2M
Amundi 0.18% Add +95.3% 7,453,980 $572.7M
Dimensional Fund Advisors LP 0.12% Reduce -12.6% 7,369,261 $555.6M
Franklin Resources Inc. 0.14% Reduce -5.9% 7,200,896 $542.9M
Goldman Sachs Group Inc. 0.08% Reduce -4.4% 7,164,049 $540.1M
Wells Fargo & Company 0.11% Add +2.5% 6,891,288 $519.5M
Wellington Management Group LLP 0.08% Add +391.6% 6,330,717 $477.3M
Millennium Management 0.33% Add +32.3% 5,378,148 $405.5M
Arrowstreet Capital, Limited Partnership 0.25% Add +70.5% 5,294,134 $399.1M
Nuveen, LLC 0.10% Add +41.4% 5,075,514 $382.6M
LSV Asset Management 0.77% Reduce -3.0% 4,619,061 $348.2M
Barclays PLC 0.12% Add +24.3% 4,379,215 $330.1M
Nordea Investment Management AB 0.28% Reduce -2.9% 4,214,060 $315.4M
National Pension Service 0.23% Add +3.1% 3,999,622 $301.5M
Marshall Wace, LLP 0.31% Add +111.3% 3,664,700 $276.3M
Swiss National Bank 0.16% Reduce -4.6% 3,646,560 $274.9M
Deutsche Bank AG 0.09% Reduce -26.3% 3,634,497 $274.0M
Janus Henderson Group PLC 0.12% Add +11.8% 3,370,475 $254.1M
Russell Investments Group, Ltd. 0.28% Add +2.9% 3,240,985 $244.4M
Citadel Advisors 0.20% Reduce -60.6% 3,217,177 $242.5M
Sachem Head Capital Management LP 6.71% Add +4.3% 3,150,000 $237.5M
Brandywine Global Investment Management, LLC 1.64% Reduce -0.4% 3,137,476 $236.5M
Raymond James Financial Inc. 0.08% Reduce -2.8% 3,101,118 $233.8M
Robeco Institutional Asset Management B.V. 0.34% Add +16.2% 3,095,243 $233.4M
AQR Capital Management 0.15% Add +34.0% 3,052,839 $230.2M
Sumitomo Mitsui Trust Group, Inc. 0.13% Add +2.1% 2,959,372 $223.1M
Hotchkis & Wiley Capital Management LLC 0.67% Reduce -48.0% 2,880,247 $217.1M
Fairfax Financial Holdings 9.90% No change 2,712,000 $204.4M
Primecap Management Co. 0.15% Reduce -8.8% 2,671,880 $201.4M
Assenagon Asset Management S.A. 0.29% Add +50.0% 2,585,087 $194.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +4.2% 2,518,593 $189.9M
Rhumbline Advisers 0.15% Add +0.4% 2,398,761 $180.8M
First Trust Advisors LP 0.13% Reduce -18.8% 2,351,094 $177.2M
California Public Employees Retirement System 0.11% Add +5.6% 2,333,350 $175.9M
HSBC Holdings PLC 0.10% Add +6.7% 2,263,531 $170.3M
Epoch Investment Partners, Inc. 0.93% Reduce -0.2% 2,253,830 $169.9M
Swedbank AB 0.17% Add +0.3% 2,248,784 $169.5M
CANADA LIFE ASSURANCE Co 0.24% Reduce -6.1% 2,237,519 $169.1M
Envestnet Asset Management Inc. 0.04% Add +2.6% 1,990,902 $150.1M
California State Teachers Retirement System 0.15% Reduce -0.9% 1,954,207 $147.3M
Citigroup Inc. 0.10% Reduce -11.4% 1,940,943 $146.3M
Adage Capital Partners Gp, L.L.C. 0.22% Add +16.3% 1,871,399 $141.1M
DekaBank Deutsche Girozentrale 0.24% No change 1,858,556 $140.4M
Squarepoint Ops LLC 0.29% Add +17.9% 1,816,239 $136.9M
Brandes Investment Partners, LP 1.09% Add +4.4% 1,799,482 $135.7M
New York State Common Retirement Fund 0.17% Reduce -5.2% 1,793,090 $135.2M
National Bank of Canada 0.15% Add +50.4% 1,770,840 $133.5M
Bank of Montreal 0.06% Add +10.9% 1,710,889 $129.0M
Canoe Financial LP 1.83% Add +5.7% 1,704,608 $128.5M
Aberdeen Group plc 0.20% Add +43.5% 1,691,132 $127.8M
Holocene Advisors, LP 0.29% Reduce -29.7% 1,668,227 $125.8M
Canada Pension Plan Investment Board 0.08% Reduce -1.0% 1,526,209 $115.1M
Prudential Financial Inc. 0.14% Add +45.1% 1,518,293 $114.5M
Macquarie Group Ltd. 0.13% Reduce -4.4% 1,508,068 $113.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.25% Add +148.4% 1,467,170 $110.6M
Alliancebernstein L.P. 0.03% Reduce -10.4% 1,442,116 $108.7M
LPL Financial LLC 0.03% Add +18.3% 1,411,577 $106.4M
Principal Financial Group Inc. 0.05% Add +0.8% 1,378,796 $103.9M
Victory Capital Management Inc. 0.06% Add +4.0% 1,364,203 $102.8M
Natixis Advisors, LLC 0.15% Add +7.4% 1,333,737 $100.5M
Van Eck Associates Corp. 0.09% Add +19.0% 1,307,896 $98.6M
TD Asset Management Inc 0.08% Add +3.5% 1,263,369 $95.2M
Allianz Asset Management GmbH 0.12% Add +20.2% 1,262,588 $95.2M
Freestone Grove Partners LP 0.70% Reduce -0.1% 1,246,322 $94.0M
Patient Capital Management, LLC 3.74% Reduce -0.2% 1,239,894 $93.5M
Manufacturers Life Insurance Company, The 0.08% Add +10.1% 1,235,019 $93.1M
SRS Investment Management, LLC 1.00% No change 1,217,292 $91.8M
Bridgewater Associates 0.35% Add +42.6% 1,193,144 $90.0M
8 Knots Management, LLC 10.02% New 1,174,797 $88.6M
State Board of Administration of Florida Retirement System 0.15% Reduce -5.1% 1,155,891 $87.1M
D. E. Shaw & Co. 0.07% Add +20.6% 1,118,143 $84.3M
Letko, Brosseau & Associates Inc. 1.44% Add +0.3% 1,115,585 $84.1M
Mackenzie Financial Corp. 0.10% Add +39.9% 1,109,695 $83.7M
BNP Paribas Financial Markets 0.07% Reduce -44.2% 1,099,100 $82.9M
Susquehanna International Group, LLP 0.12% Reduce -49.3% 1,081,769 $81.6M
Sei Investments Co. 0.09% Add +19.1% 1,079,062 $81.3M
New York State Teachers Retirement System 0.16% Reduce -1.7% 1,054,673 $79.5M
STRS Ohio 0.29% Add +24.6% 1,043,250 $78.7M
Empyrean Capital Partners, LP 3.52% Add +20.9% 1,042,500 $78.6M
Storebrand Asset Management As 0.21% Add +4.1% 1,036,827 $78.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.07% Add +102.0% 1,016,365 $76.6M
Aviva PLC 0.14% Add +6.4% 1,004,182 $75.7M
Jennison Associates LLC 0.04% Reduce -75.3% 991,265 $74.7M
Ariel Investments 0.80% Reduce -15.0% 989,646 $74.6M
Edgar Lomax Co. 5.51% Reduce -22.6% 933,565 $70.4M
Nomura Holdings Inc. 0.36% Reduce -2.0% 924,105 $69.7M
Silvercrest Asset Management Group LLC 0.46% Reduce -5.3% 922,035 $69.5M
Bank of Nova Scotia 0.12% Add +237.8% 912,809 $68.8M
Long Focus Capital Management, LLC 3.89% Add +6.7% 904,000 $68.2M
Nomura Asset Management Co. Ltd. 0.17% Reduce -2.3% 887,157 $66.9M
Capital International, Inc. 0.52% Add +27.9% 852,690 $64.3M
Schroder Investment Management Group 0.05% Add +125.8% 851,625 $64.2M
Quantinno Capital Management LP 0.17% Add +60.3% 831,562 $62.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Add +2.5% 830,232 $62.6M
Stifel Financial Corp. 0.06% Reduce -3.1% 827,860 $62.4M
Danske Bank A/S 0.15% Reduce -16.3% 815,453 $61.5M
Korea Investment CORP 0.13% Reduce -10.2% 811,351 $61.2M
Ensign Peak Advisors, Inc 0.10% Add +36.9% 811,295 $61.2M
Federation des caisses Desjardins du Quebec 0.24% Reduce -16.1% 808,483 $61.0M
RNC Capital Management LLC 2.79% Reduce -0.7% 803,140 $60.5M
Iron Triangle Partners LP 8.55% Add +6.4% 797,900 $60.2M
GMO 0.16% Reduce -10.7% 760,952 $57.4M
Mitsubishi UFJ Trust & Banking Corp 0.13% Add +4.7% 758,355 $57.2M
Skandinaviska Enskilda Banken AB (publ) 0.23% Reduce -1.0% 748,763 $56.4M
Jupiter Asset Management Ltd. 0.48% Add +578.1% 738,418 $55.7M
Caisse de depot et placement du Quebec 0.10% Add +1174.3% 722,525 $54.5M
Solel Partners LP 10.35% Add +5.8% 713,700 $53.8M
State of Wisconsin Investment Board 0.12% Reduce -3.4% 711,045 $53.6M
Fort Washington Investment Advisors Inc. 0.29% Reduce -10.0% 704,972 $53.1M
Woodline Partners LP 0.25% Reduce -27.1% 701,748 $52.9M
Pictet Asset Management Holding SA 0.05% Add +3.8% 701,066 $52.9M
Teacher Retirement System of Texas 0.21% Add +97.0% 682,987 $51.5M
Assetmark, Inc. 0.11% Add +12.5% 678,558 $51.2M
Royal London Asset Management Ltd. 0.11% Add +20.4% 673,949 $50.8M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -3.2% 659,647 $49.7M
APG Asset Management N.V. 0.14% Reduce -6.1% 773,455 $49.6M
Man Group plc 0.09% Reduce -59.1% 623,534 $47.0M
Polaris Capital Management, LLC 2.99% Add +23.7% 602,600 $45.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +139.6% 593,187 $44.7M
Handelsbanken Fonder AB 0.14% Reduce -0.3% 591,411 $44.6M
Swiss Life Asset Management Ltd 0.23% Reduce -0.6% 584,887 $44.1M
Douglas Lane & Associates, LLC 0.59% Reduce -4.9% 563,420 $42.5M
Treasurer of the State of North Carolina 0.13% Reduce -3.8% 563,127 $42.5M
Asset Management One Co., Ltd. 0.12% Add +1.7% 560,921 $42.3M
PNC Financial Services Group, Inc. 0.03% Reduce -2.3% 555,287 $41.9M
KLP Kapitalforvaltning As 0.16% No change 549,303 $41.4M
Value Partners Investments Inc. 3.38% Reduce -3.0% 548,893 $41.4M
Harris Associates (Oakmark Funds) 0.07% Reduce -35.0% 548,572 $41.4M
AXA Investment Managers S.A. 0.11% — 541,483 $40.8M
Cerity Partners LLC 0.07% Add +24.2% 536,496 $40.4M
Cibc World Market Inc. 0.08% Add +18.2% 530,664 $40.0M
Kiltearn Partners LLP 8.01% Add +1.6% 530,168 $40.0M
SRB Corp. 2.28% Reduce -11.6% 526,855 $39.7M
Public Employees Retirement System of Ohio 0.12% Reduce -4.0% 522,085 $39.4M
Cetera Investment Advisers 0.05% Add +42.6% 515,238 $38.8M
Oppenheimer Asset Management Inc. 0.42% Add +1.1% 510,022 $38.5M
Mn Services Vermogensbeheer B.V. 0.23% Add +2.1% 481,200 $36.3M
Toronto Dominion Bank 0.07% Reduce -8.9% 473,669 $35.7M
American Century Companies Inc. 0.02% Add +13.3% 458,978 $34.6M
Commonwealth Equity Services, LLC 0.04% Add +3.5% 458,552 $34.6M
Susquehanna Fundamental Investments, LLC 1.34% Reduce -0.7% 455,297 $34.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -4.8% 451,460 $34.0M
Factory Mutual Insurance Co. 0.33% No change 449,243 $33.9M
State of New Jersey Common Pension Fund D 0.12% Add +4.4% 441,586 $33.3M
Braidwell LP 1.34% New 438,600 $33.1M
Susquehanna Portfolio Strategies, LLC 0.52% Add +579.3% 436,093 $32.9M
Resona Asset Management Co.,Ltd. 0.15% Reduce -7.7% 426,390 $32.2M
Point72 Asset Management 0.07% New 426,087 $32.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.18% Add +19.3% 418,891 $31.6M
Cantor Fitzgerald Investment Advisors L.P. 2.13% Add +1.4% 415,513 $31.3M
Vaughan David Investments LLC 0.67% Add +2.8% 412,371 $31.1M
Nan Shan Life Insurance Co., Ltd. 0.66% Reduce -0.0% 411,050 $31.0M
Balyasny Asset Management L.P. 0.06% Reduce -71.1% 410,664 $31.0M
Voya Investment Management LLC 0.03% Reduce -80.9% 405,702 $30.6M
Wealth Enhancement Advisory Services, LLC 0.05% Add +186.6% 396,368 $30.6M
Cacti Asset Management LLC 1.99% Reduce -1.7% 398,293 $30.2M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Add +2.3% 398,612 $30.1M
OneDigital Investment Advisors LLC 0.31% Reduce -0.3% 396,621 $29.9M
Janney Montgomery Scott LLC 0.07% Add +24.9% 393,434 $29.7M
State of Michigan Retirement System 0.14% Reduce -0.3% 392,177 $29.6M
Wedge Capital Management L L P 0.50% Reduce -19.7% 390,797 $29.5M
Deroy & Devereaux Private Investment Counsel Inc. 1.47% Reduce -0.8% 387,834 $29.2M
Crossmark Global Holdings, Inc. 0.43% Add +19.3% 384,548 $29.0M
Public Sector Pension Investment Board 0.11% Reduce -4.8% 383,590 $28.9M
Edmond DE Rothschild Holding S.A. 0.45% Add +22.3% 383,446 $28.9M
DNB Asset Management AS 0.11% Add +66.7% 379,890 $28.6M
Parkman Healthcare Partners LLC 3.14% Reduce -26.7% 379,486 $28.6M
Corient Private Wealth LP 0.04% Reduce -1.2% 374,464 $28.2M
Andra AP-fonden 0.36% New 370,800 $28.0M
TCTC Holdings, LLC 0.83% Reduce -0.7% 369,527 $27.9M
Arizona State Retirement System 0.15% Add +0.1% 369,478 $27.9M
Osaic Holdings, Inc. 0.04% Add +61.8% 371,911 $27.8M
BI Asset Management Fondsmaeglerselskab A/S 0.25% Reduce -30.1% 386,062 $27.5M
Watchtower Advisors, LP 12.56% Add +37.3% 357,000 $26.9M
State of Tennessee, Department of Treasury 0.09% Reduce -22.3% 351,486 $26.5M
Lazard Asset Management LLC 0.04% Add +2.9% 349,361 $26.3M
Old National Bancorp 0.45% Add +1.4% 347,615 $26.2M
PFM Health Sciences, LP 2.26% Reduce -27.6% 346,679 $26.1M
Nisa Investment Advisors, LLC 0.10% Add +1.3% 343,386 $25.9M
Los Angeles Capital Management LLC 0.09% Add +34.0% 340,305 $25.7M
Jones Financial Companies LLLP 0.02% Add +14.9% 336,958 $25.5M
Natixis 0.14% Add +175.6% 334,170 $25.2M
Mariner, LLC 0.03% Add +11.8% 333,235 $25.1M
Alps Advisors Inc. 0.14% Reduce -6.1% 327,214 $24.7M
Moore Capital Management, LP 0.50% Reduce -13.3% 325,000 $24.5M
TD Waterhouse Canada Inc. 0.16% Add +2.4% 336,081 $24.3M
Czech National Bank 0.17% Add +4.2% 322,129 $24.3M
Baird Financial Group, Inc. 0.04% Add +8.1% 321,831 $24.3M
Neuberger Berman Group LLC 0.02% Reduce -36.3% 320,131 $24.1M
CapWealth Advisors, LLC 2.17% Reduce -2.4% 318,909 $24.0M
MetLife Investment Management, LLC 0.11% Reduce -2.4% 314,428 $23.7M
Guggenheim Capital LLC 0.18% Add +9.8% 313,860 $23.7M
Callodine Capital Management, LP 2.09% Reduce -39.5% 313,427 $23.6M
BW Gestao de Investimentos Ltda. 1.77% Add +47.6% 310,000 $23.4M
Rockefeller Capital Management L.P. 0.05% Add +0.8% 309,394 $23.3M
Tocqueville Asset Management L.P. 0.34% Reduce -20.0% 307,161 $23.2M
Barrow Hanley Mewhinney & Strauss LLC 0.07% Reduce -27.3% 305,369 $23.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -1.8% 304,571 $23.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.17% Add +0.9% 302,935 $22.8M
Ieq Capital, LLC 0.07% Add +72.1% 300,477 $22.7M
Focus Partners Wealth 0.04% Add +7.3% 297,988 $22.5M
Gabelli Funds LLC 0.15% Reduce -7.8% 296,310 $22.3M
Engineers Gate Manager LP 0.25% Add +543.0% 293,385 $22.1M
Windward Capital Management Co. 1.76% Reduce -0.1% 293,096 $22.1M
Claret Asset Management Corp 2.65% Reduce -1.4% 292,394 $22.0M
Armistice Capital, LLC 0.69% New 291,819 $22.0M
Comerica Bank 0.08% Reduce -6.9% 291,178 $22.0M
Rhenman & Partners Asset Management AB 2.31% Reduce -6.1% 277,362 $20.9M
Forsta Ap-Fonden 0.12% Add +6.5% 276,900 $20.9M
Walleye Trading LLC 0.33% Add +205.0% 274,594 $20.7M
Twin Tree Management, LP 0.96% New 273,208 $20.6M
Retirement Systems of Alabama 0.07% Reduce -0.3% 270,557 $20.4M
LBP Am SA 0.25% Add +12.7% 269,064 $20.3M
HighTower Advisors, LLC 0.02% Add +7.0% 266,313 $20.1M
Rakuten Investment Management, Inc. 0.07% — 40,704 $19.9M
NorthCoast Asset Management LLC 0.08% Add +27.4% 262,363 $19.8M
Payden & Rygel 1.66% New 261,500 $19.7M
Owl Creek Asset Management, L.P. 2.22% New 259,059 $19.5M
Captrust Financial Advisors 0.04% Add +3.1% 257,610 $19.4M
AE Wealth Management LLC 0.12% Add +6.2% 257,204 $19.4M
Davidson Investment Advisors 0.82% Reduce -0.6% 255,001 $19.2M
Community Trust & Investment Co. 1.03% Reduce -3.1% 253,525 $19.1M
Advisors Capital Management, LLC 0.24% Add +9.5% 249,798 $18.8M
Farmers & Merchants Investments Inc. 0.53% Reduce -6.4% 249,736 $18.8M
IFM Investors Pty Ltd 0.16% Add +2.6% 244,816 $18.5M
ProShare Advisors LLC 0.04% Reduce -2.1% 245,697 $18.5M
Achmea Investment Management B.V. 0.23% No change 244,724 $18.4M
Amalgamated Bank 0.13% Reduce -1.5% 241,946 $18.2M
Gateway Investment Advisers LLC 0.18% Reduce -8.8% 240,334 $18.1M
Gotham Asset Management 0.08% Add +33.8% 236,002 $17.8M
Saudi Central Bank 0.67% Add +0.0% 235,527 $17.8M
Credit Agricole S A 0.06% — 235,330 $17.7M
O'shaughnessy Asset Management, LLC 0.10% Add +4.0% 226,844 $17.1M
KBC Group NV 0.04% Reduce -4.5% 225,288 $17.0M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +11.2% 225,116 $17.0M
Ossiam 0.22% Reduce -33.8% 224,107 $16.9M
Calamos Advisors LLC 0.10% No change 220,518 $16.6M
USS Investment Management Ltd 0.08% No change 219,836 $16.6M
Yousif Capital Management, LLC 0.17% Reduce -5.7% 213,227 $16.1M
Investment Management Corp of Ontario 0.24% Add +154.5% 211,641 $16.0M
Parallax Volatility Advisers, L.P. 0.54% Add +22.7% 211,532 $15.9M
Great Lakes Advisors, LLC 0.13% Reduce -1.3% 210,567 $15.9M
Canal Insurance CO 3.37% Reduce -8.7% 210,000 $15.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.14% Reduce -0.4% 209,150 $15.8M
South Dakota Investment Council 0.31% Reduce -12.0% 208,730 $15.7M
D.A. Davidson & Co. 0.10% Add +1.8% 208,489 $15.7M
Utah Retirement Systems 0.15% Reduce -0.2% 206,874 $15.6M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -0.7% 203,489 $15.3M
CIBC Asset Management Inc 0.04% Add +0.3% 203,206 $15.3M
Varma Mutual Pension Insurance Co 0.10% Add +22.5% 203,173 $15.3M
Police & Firemen's Retirement System of New Jersey 0.12% Add +5.9% 201,474 $15.2M
AustralianSuper Pty Ltd 0.07% Reduce -71.0% 200,676 $15.1M
Truist Financial Corp. 0.02% Reduce -4.0% 200,493 $15.1M
Integral Health Asset Management, LLC 1.10% Reduce -20.0% 200,000 $15.1M
Daiwa Securities Group Inc. 0.05% Reduce -8.3% 198,236 $14.9M
Candriam S.C.A. 0.08% Reduce -16.4% 190,958 $14.4M
Xponance LLC 0.11% Reduce -1.9% 189,479 $14.3M
Sanctuary Advisors, LLC 0.08% Reduce -1.5% 189,076 $14.3M
Wealthfront Advisers LLC 0.03% Reduce -3.9% 187,884 $14.2M
Elo Mutual Pension Insurance Co 0.23% Add +21.6% 187,852 $14.2M
Walleye Capital LLC 0.13% Add +71.2% 187,335 $14.1M
Creative Planning 0.01% Reduce -1.2% 185,619 $14.0M
Applied Finance Capital Management, LLC 0.99% Reduce -15.4% 184,244 $13.9M
Parsifal Capital Management, LP 1.28% New 182,300 $13.7M
Pathstone Holdings, LLC 0.05% Add +0.5% 180,776 $13.6M
Advisors Asset Management, Inc. 0.23% Reduce -5.1% 180,039 $13.5M
Parkwood LLC 1.31% Reduce -19.7% 178,341 $13.4M
Intact Investment Management Inc. 0.41% Reduce -10.6% 177,800 $13.4M
Shelton Capital Management 0.28% Add +5.4% 175,081 $13.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +3.5% 174,987 $13.2M
CIBC Bancorp USA Inc. 0.08% — 174,866 $13.2M
Illinois Municipal Retirement Fund 0.17% Add +6.8% 173,275 $13.1M
Park National Corp. 0.41% Reduce -8.9% 172,605 $13.0M
US Bancorp \de 0.02% Reduce -7.0% 172,428 $13.0M
New York Life Investment Management LLC 0.11% Add +0.1% 172,040 $13.0M
State of Alaska, Department of Revenue 0.13% Reduce -4.1% 169,139 $12.8M
Scotia Capital Inc. 0.05% Reduce -8.2% 165,234 $12.5M
Allspring Global Investments Holdings, LLC 0.02% Reduce -25.6% 160,776 $12.4M
Public Employees Retirement Association of Colorado 0.05% Reduce -1.8% 163,249 $12.3M
Renaissance Technologies 0.02% Reduce -72.4% 160,900 $12.1M
Nissay Asset Management Corp. /Japan 0.07% Add +1.1% 160,542 $12.1M
Pacer Advisors, Inc. 0.03% Add +52.8% 158,795 $12.0M
Sector Gamma As 2.92% Reduce -4.2% 156,202 $11.8M
Fifth Third Bancorp 0.04% Reduce -7.6% 156,143 $11.8M
Vanguard Personalized Indexing Management, LLC 0.12% Add +2.6% 155,246 $11.7M
Cohen Capital Management, Inc. 1.78% Reduce -0.1% 151,502 $11.4M
Seizert Capital Partners, LLC 0.49% Reduce -2.2% 150,792 $11.4M
Capitolis Liquid Global Markets LLC 0.09% New 150,000 $11.3M
Alpha Omega Wealth Management LLC 1.88% Add +12.3% 149,902 $11.3M
Triglav Investments, D.O.O. 0.74% No change 149,150 $11.2M
Peapack Gladstone Financial Corp. 0.15% Reduce -7.0% 147,962 $11.2M
NEOS Investment Management LLC 0.08% Add +21.7% 146,795 $11.1M
Oregon Public Employees Retirement Fund 0.14% Add +32.5% 145,027 $10.9M
F&V Capital Management, LLC 2.45% Add +1.4% 144,854 $10.9M
Strategic Planning, Inc. 6.30% Add +0.9% 144,447 $10.9M
Cwm, LLC 0.03% Add +81.8% 144,332 $10.9M
MML Investors Services, LLC 0.03% Reduce -6.5% 144,012 $10.9M
ING Groep NV 0.06% Reduce -14.5% 143,177 $10.8M
Hancock Whitney Corp. 0.20% Add +1415.4% 143,010 $10.8M
Rafferty Asset Management, LLC 0.03% Add +5.3% 140,792 $10.6M
M&T Bank Corp 0.03% Reduce -16.3% 137,825 $10.4M
Mutual of America Capital Management LLC 0.11% Reduce -5.2% 137,799 $10.4M
OP Asset Management Ltd 0.14% Add +1.3% 137,094 $10.3M
Callan Family Office, LLC 0.33% Add +11.7% 135,316 $10.2M
Tidal Investments LLC 0.04% Add +21.4% 134,304 $10.1M
ASR Vermogensbeheer N.V. 0.12% Reduce -0.4% 132,171 $10.0M
Varenne Capital Partners 2.10% New 131,950 $9.9M
Colrain Capital LLC 5.63% Add +27.0% 131,205 $9.9M
Cutler Investment Counsel LLC 1.03% Reduce -0.5% 130,856 $9.9M
Cobblestone Capital Advisors LLC 0.47% Add +0.4% 129,937 $9.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +4.1% 129,543 $9.8M
Burney Co./ 0.31% Reduce -26.2% 129,196 $9.7M
Thompson Investment Management, Inc. 1.29% Add +1.8% 127,669 $9.6M
Mubadala Investment Co PJSC 0.05% Add +125.0% 127,636 $9.6M
Adams Diversified Equity Fund, Inc. 0.32% New 127,500 $9.6M
GAMCO Investors 0.09% Reduce -3.3% 127,481 $9.6M
Madison Asset Management, LLC 0.11% No change 126,650 $9.5M
Mercer Global Advisors Inc. 0.02% Add +31.8% 125,740 $9.5M
Permit Capital, LLC 2.97% No change 125,500 $9.5M
&partners 0.06% Reduce -3.2% 124,166 $9.4M
Cardinal Point Capital Management ULC 0.65% Reduce -1.1% 123,920 $9.3M
1834 Investment Advisors Co. 1.14% Add +2.2% 123,433 $9.3M
SteelPeak Wealth, LLC 0.31% Reduce -1.2% 122,796 $9.3M
Osborne Partners Capital Management, LLC 0.47% Add +1.5% 122,497 $9.2M
Greatmark Investment Partners, Inc. 1.10% Reduce -2.5% 121,791 $9.2M
AIA Group Ltd 0.16% Add +389.0% 121,145 $9.1M
Parthenon LLC 1.00% Reduce -10.1% 119,845 $9.0M
Lombard Odier Asset Management (Switzerland) SA 0.41% Add +27.9% 119,692 $9.0M
Horizon Investments, LLC 0.12% Add +122.6% 119,020 $8.9M
UniSuper Management Pty Ltd 0.05% Add +33.4% 117,841 $8.9M
Arax Advisory Partners 0.13% Add +4348.5% 117,039 $8.8M
CX Institutional 0.27% Add +7.5% 116,961 $8.8M
TD Private Client Wealth LLC 0.20% Add +17.1% 116,729 $8.8M
Lathrop Investment Management Co. 1.55% Add +31.9% 111,570 $8.4M
NewSquare Capital LLC 0.57% Reduce -0.1% 111,438 $8.4M
Quinn Opportunity Partners LLC 0.61% Reduce -26.6% 110,999 $8.4M
AMG National Trust Bank 0.20% Add +0.1% 110,928 $8.4M
Coronation Fund Managers Ltd. 0.43% New 110,183 $8.3M
Landscape Capital Management, L.L.C. 0.52% Add +31.7% 109,755 $8.3M
Lorne Steinberg Wealth Management Inc. 1.98% Reduce -0.8% 108,844 $8.2M
Bard Financial Services, Inc. 0.89% Reduce -7.3% 107,988 $8.1M
Debussy Capital Management LP 1.15% Reduce -26.7% 107,839 $8.1M
Vinva Investment Management Ltd 0.16% Add +22.6% 105,486 $8.0M
Thompson Siegel & Walmsley LLC 0.13% Reduce -14.2% 105,289 $7.9M
Thrivent Financial for Lutherans 0.02% Add +11.5% 105,084 $7.9M
Kingsview Wealth Management, LLC 0.12% Add +316.2% 104,432 $7.9M
Sompo Asset Management Co., Ltd. 1.35% Reduce -9.2% 104,372 $7.9M
Fisher Funds Management LTD 0.21% No change 103,095 $7.8M
Coerente Capital Management 1.37% Reduce -5.7% 102,582 $7.7M
Hennessy Advisors Inc. 0.27% Reduce -1.5% 102,400 $7.7M
Auxier Asset Management LLC 1.08% Reduce -0.4% 102,141 $7.7M
Scharf Investments, LLC 0.19% Reduce -19.5% 101,390 $7.6M
Moors & Cabot, Inc. 0.33% Reduce -0.2% 100,861 $7.6M
Atlantic Union Bankshares Corp 0.14% Add +2.4% 100,666 $7.6M
Hudson Edge Investment Partners Inc. 1.22% No change 100,135 $7.5M
Ardsley Advisory Partners LP 1.16% Reduce -9.1% 100,000 $7.5M
Motley Fool Asset Management LLC 0.31% Add +25.6% 99,736 $7.5M
Teachers Retirement System of the State of Kentucky 0.06% No change 98,581 $7.4M
Verition Fund Management LLC 0.04% Add +2.2% 97,787 $7.4M
Calydon Capital 1.16% Add +85.9% 96,416 $7.3M
Old North State Wealth Management, LLC 3.40% Reduce -0.7% 96,191 $7.3M
New England Asset Management Inc. 0.98% Add +0.6% 95,690 $7.2M
Kestra Advisory Services, LLC 0.03% Add +22.6% 95,634 $7.2M
Avanza Fonder AB 0.19% Add +11.2% 95,482 $7.2M
Boston Partners 0.01% Add +116.8% 104,491 $7.0M
Robeco Schweiz AG 0.16% Reduce -9.3% 93,074 $7.0M
Stablepoint Partners, LLC 1.10% Reduce -7.6% 91,861 $6.9M
Brown Advisory Inc. 0.01% Reduce -4.2% 91,752 $6.9M
Employees Retirement System of Texas 0.06% Add +330.6% 90,897 $6.9M
TrueMark Investments, LLC 1.18% Add +23.3% 90,086 $6.8M
Ally Financial Inc. 0.84% Reduce -52.9% 90,000 $6.8M
Mizuho Securities USA LLC 0.14% Add +5.7% 92,377 $6.8M
Nippon Life Global Investors Americas, Inc. 0.28% Add +22.9% 89,250 $6.7M
Fisher Asset Management 0.00% Reduce -5.3% 89,099 $6.7M
Oliver Luxxe Assets LLC 1.06% New 88,999 $6.7M
Callahan Advisors, LLC 0.57% Add +15.9% 88,808 $6.7M
QRG Capital Management, Inc. 0.08% Reduce -4.5% 88,734 $6.7M
Private Advisor Group, LLC 0.03% Reduce -1.2% 87,684 $6.6M
Snowden Capital Advisors LLC 0.18% Add +2.2% 86,887 $6.6M
CI Investments Inc. 0.02% Reduce -8.8% 86,603 $6.5M
Intech Investment Management LLC 0.06% Add +50.3% 86,564 $6.5M
Keybank National Association 0.02% Reduce -13.8% 85,115 $6.4M
Simplify Asset Management Inc. 0.13% Add +80.8% 84,926 $6.4M
Parkside Investments, LLC 0.79% Add +7.5% 83,638 $6.3M
Atria Investments, Inc 0.07% Add +13.5% 83,633 $6.3M
Midwest Trust Co 0.08% Reduce -2.8% 83,457 $6.3M
NewEdge Advisors, LLC 0.03% Reduce -2.6% 83,081 $6.3M
Hillman Capital Management, Inc. 3.61% Reduce -11.4% 82,359 $6.2M
Legacy CG, LLC 1.74% Add +294.9% 82,082 $6.2M
AlTi Global, Inc. 0.14% Add +5.5% 81,549 $6.1M
Jane Street Group, LLC 0.01% Add +703.4% 80,298 $6.1M
Equitable Holdings, Inc. 0.04% Add +271.8% 79,893 $6.0M
Kentucky Retirement Systems 0.16% Reduce -2.7% 78,636 $5.9M
Farmers Trust Co. 1.02% Reduce -2.9% 78,548 $5.9M
Allianz SE 0.12% Add +0.4% 77,714 $5.9M
MAI Capital Management 0.04% Add +67.7% 77,334 $5.8M
Marco Investment Management LLC 0.44% Add +2.4% 76,236 $5.7M
Continuum Advisory, LLC 0.61% Add +11.2% 76,148 $5.7M
Empowered Funds, LLC 0.06% Reduce -31.5% 75,912 $5.7M
Siemens Fonds Invest GmbH 0.31% Add +9.1% 74,864 $5.6M
Fiduciary Trust Co 0.06% Reduce -4.5% 74,685 $5.6M
Norinchukin Bank, The 0.08% Add +0.6% 74,282 $5.6M
Hartford Investment Management Co. 0.17% Reduce -2.6% 74,256 $5.6M
Romano Brothers and Company 0.64% Add +0.9% 73,992 $5.6M
FIL Ltd 0.00% Add +641.5% 73,545 $5.5M
Capital International Sarl 0.10% Add +1.0% 73,302 $5.5M
DCM Advisors, LLC 2.31% Reduce -3.8% 72,743 $5.5M
Toth Financial Advisory Corp. 0.58% Add +16.8% 71,807 $5.4M
Synovus Financial Corp. 0.06% Add +1.6% 70,549 $5.3M
tru Independence LLC 1.38% Reduce -0.3% 70,437 $5.3M
KKM Financial LLC 1.67% Add +39.2% 70,270 $5.3M
Te Ahumairangi Investment Management Ltd 0.89% Add +3.4% 69,210 $5.2M
Olstein Capital Management, L.P. 0.98% Reduce -10.4% 69,000 $5.2M
Capital Investment Advisors, LLC 0.09% Reduce -11.8% 68,894 $5.2M
Inlet Private Wealth, LLC 1.17% No change 68,566 $5.2M
B. Metzler seel. Sohn & Co. AG 0.05% Add +4.6% 67,812 $5.1M
Stanley-Laman Group, Ltd. 0.72% Reduce -0.7% 66,776 $5.0M
Louisiana State Employees Retirement System 0.08% Reduce -0.1% 66,600 $5.0M
Vontobel Holding Ltd. 0.02% Reduce -34.6% 65,985 $5.0M
Kintegral Advisory, LLC 0.42% Reduce -0.5% 65,962 $5.0M
GHP Investment Advisors, Inc. 0.21% Add +3.5% 65,519 $4.9M
Patton Fund Management, Inc. 0.88% Add +1822.6% 64,811 $4.9M
Genus Capital Management Inc. 0.57% New 64,600 $4.9M
Bleakley Financial Group, LLC 0.11% Add +140.9% 64,486 $4.9M
SG Americas Securities, LLC 0.02% Add +136.0% 64,467 $4.9M
PARUS FINANCE (UK) Ltd 1.27% Reduce -34.8% 64,149 $4.8M
SOL Capital Management CO 0.43% Reduce -14.4% 63,745 $4.8M
Choreo, LLC 0.06% Add +2.3% 63,590 $4.8M
Blair William & Co. 0.01% Add +2.2% 63,409 $4.8M
Acadian Asset Management LLC 0.01% Reduce -39.7% 63,211 $4.8M
Gulf International Bank (UK) Ltd 0.16% Reduce -1.8% 62,896 $4.7M
Commerzbank Aktiengesellschaft 0.10% Reduce -3.7% 62,543 $4.7M
Shorepoint Capital Partners LLC 0.93% — 62,292 $4.7M
Maryland State Retirement & Pension System 0.10% Add +1.9% 62,017 $4.7M
Kestra Private Wealth Services, LLC 0.06% Add +54.2% 61,910 $4.7M
Pinnacle Associates Ltd. 0.06% Reduce -1.2% 61,854 $4.7M
Royal Fund Management, LLC 0.56% Reduce -23.7% 61,443 $4.6M
Securian Asset Management, Inc. 0.12% Reduce -7.3% 61,252 $4.6M
Global Wealth Management Investment Advisory, Inc. 0.77% New 60,937 $4.6M
Hamilton Capital Partners Inc. 0.19% Add +3.8% 60,812 $4.6M
Bridge Creek Capital Management LLC 1.27% Reduce -0.9% 60,504 $4.6M
Steward Partners Investment Advisory, LLC 0.03% Reduce -0.0% 59,664 $4.5M
Banque Cantonale Vaudoise 0.17% Add +155.0% 58,821 $4.4M
Thematics Asset Management 0.20% No change 58,627 $4.4M
Rothschild Investment LLC 0.25% Add +4.0% 58,537 $4.4M
Sterling Capital Management LLC 0.06% Add +0.7% 58,426 $4.4M
S&T Bank 1.23% Reduce -20.1% 57,961 $4.4M
New Mexico Educational Retirement Board 0.13% Reduce -2.7% 57,177 $4.3M
Generali Asset Management SPA SGR 0.09% Reduce -5.9% 56,929 $4.3M
Cloverfields Capital Group, LP 1.34% Add +0.2% 56,850 $4.3M
Alexander Randolph Advisory, Inc. 3.52% Reduce -0.1% 56,716 $4.3M
Violich Capital Management, Inc. 0.50% Add +3.4% 56,264 $4.2M
New Age Alpha Advisors, LLC 0.18% Reduce -1.9% 55,741 $4.2M
Meyer Handelman Co. 0.13% Reduce -6.8% 55,418 $4.2M
Unison Advisors LLC 0.38% Add +1.0% 55,411 $4.2M
Fred Alger Management, LLC 0.02% New 55,112 $4.2M
Empirical Finance, LLC 0.19% Add +0.9% 54,238 $4.1M
Glenmede Investment Management, LP 0.02% Reduce -30.9% 53,931 $4.1M
World Investment Advisors 0.08% Add +61.1% 53,786 $4.1M
Hills Bank & Trust Co 0.24% Add +0.1% 53,769 $4.1M
Rwa Wealth Partners, LLC 0.05% Reduce -0.3% 53,749 $4.1M
XML Financial, LLC 0.33% Reduce -8.3% 53,600 $4.0M
Vident Advisory, LLC 0.04% Add +4.6% 53,018 $4.0M
Pettyjohn, Wood & White, Inc. 0.66% Reduce -6.8% 52,670 $4.0M
Pinebridge Investments, L.P. 0.03% New 52,593 $4.0M
E. Ohman J:or Asset Management AB 0.09% No change 52,445 $4.0M
CIBC Private Wealth Group LLC 0.01% Reduce -17.4% 52,357 $3.9M
Butensky & Cohen Financial Security, Inc. 1.10% Add +0.1% 52,313 $3.9M
Caprock Group, LLC 0.10% — 53,202 $3.9M
Persistent Asset Partners Ltd 2.81% New 51,542 $3.9M
Associated Banc-Corp 0.10% Reduce -7.8% 51,514 $3.9M
Bellevue Group AG 0.08% Add +70.1% 51,199 $3.9M
Hantz Financial Services, Inc. 0.06% Reduce -2.7% 51,157 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -18.4% 51,089 $3.9M
Blume Capital Management, Inc. 0.74% Reduce -0.1% 50,719 $3.8M
Oak Asset Management, LLC 1.30% Reduce -2.4% 50,225 $3.8M
Lee Danner & Bass Inc. 0.28% Reduce -2.9% 50,214 $3.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -0.5% 50,210 $3.8M
Lido Advisors, LLC 0.02% Add +15.9% 49,992 $3.8M
Summit Trail Advisors, LLC 0.05% Add +31.4% 49,736 $3.7M
Plato Investment Management Ltd 0.25% Add +22.5% 49,909 $3.7M
Farmers National Bank 0.88% Reduce -7.0% 49,290 $3.7M
Haverford Trust Co 0.03% Reduce -11.2% 48,979 $3.7M
HighPoint Advisor Group LLC 0.18% Reduce -1.6% 48,929 $3.7M
Metis Global Partners, LLC 0.09% Reduce -4.9% 48,853 $3.7M
Simplex Trading, LLC 0.08% New 48,791 $3.7M
Cheviot Value Management, LLC 0.39% Reduce -3.1% 44,723 $3.7M
Park Avenue Securities LLC 0.03% Add +9.0% 48,646 $3.7M
Cullinan Associates Inc. 0.24% Add +1.7% 48,280 $3.6M
Westside Investment Management, Inc. 0.57% Reduce -2.1% 47,508 $3.6M
Caption Management, LLC 0.21% Reduce -41.3% 47,000 $3.5M
Morton Community Bank 0.82% Add +7.5% 45,123 $3.5M
Allstate Corp. 0.08% New 46,721 $3.5M
Heritage Trust Co 0.37% Add +11.4% 46,550 $3.5M
Regions Financial Corp. 0.02% Reduce -10.6% 46,504 $3.5M
Vision Capital Management, Inc. 0.43% Reduce -1.3% 45,851 $3.5M
OMERS ADMINISTRATION Corp 0.02% No change 45,753 $3.4M
Jain Global LLC 0.05% New 45,639 $3.4M
Exencial Wealth Advisors, LLC 0.11% Add +4.8% 45,112 $3.4M
Fieldview Capital Management, LLC 0.56% New 45,109 $3.4M
IFG Advisory, LLC 0.15% Add +222.5% 45,101 $3.4M
Waycross Partners, LLC 0.29% No change 45,000 $3.4M
Salem Investment Counselors Inc. 0.10% Reduce -8.5% 44,605 $3.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -6.6% 44,569 $3.4M
Daiichi Life Insurance Co., Ltd. 0.08% No change 44,497 $3.4M
Advisory Services Network, LLC 0.05% Reduce -11.4% 44,113 $3.3M
Orion Porfolio Solutions, LLC 0.03% Reduce -15.6% 43,938 $3.3M
AG2R La Mondiale Gestion D'actifs 0.17% No change 47,681 $3.3M
Exome Asset Management LLC 2.17% New 43,600 $3.3M
apricus wealth, LLC 1.77% Add +19.1% 43,460 $3.3M
Manning & Napier Advisors LLC 0.04% Reduce -57.0% 43,018 $3.2M
Leuthold Group, LLC 0.35% Add +3.6% 42,617 $3.2M
Apollon Wealth Management, LLC 0.06% Add +23.9% 42,550 $3.2M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +3.3% 42,370 $3.2M
NorthCrest Asset Manangement, LLC 0.08% Reduce -54.2% 41,376 $3.2M
Merit Financial Group, LLC 0.03% Add +6.3% 42,010 $3.2M
SouthState Bank Corp 0.15% Reduce -1.8% 41,944 $3.2M
Arkadios Wealth Advisors 0.08% Reduce -1.7% 41,530 $3.1M
Quantitative Investment Management, LLC 0.43% Reduce -68.7% 41,355 $3.1M
ABLE Financial Group, LLC 0.67% New 41,227 $3.1M
DAVENPORT & Co LLC 0.02% Reduce -1.7% 41,064 $3.1M
NBT Bank, N.A. 0.20% Reduce -2.5% 40,808 $3.1M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.2% 40,424 $3.0M
Modera Wealth Management, LLC 0.04% Reduce -0.8% 40,344 $3.0M
Culbertson A N & Co. Inc. 0.43% Add +14.9% 40,214 $3.0M
Excalibur Management Corp. 1.10% Reduce -1.6% 40,154 $3.0M
GF Fund Management Co. LTD. 0.05% Add +2.8% 39,767 $3.0M
Paralel Advisors LLC 0.12% Add +0.1% 39,485 $3.0M
Argent Trust Co 0.10% Reduce -7.2% 39,296 $3.0M
United Capital Financial Advisors, LLC 0.02% Reduce -2.9% 39,036 $2.9M
Commerce Bank 0.02% Add +6.6% 38,841 $2.9M
Alkeme Wealth, LLC 1.26% Reduce -1.1% 38,780 $2.9M
Savant Capital, LLC 0.02% Add +8.3% 38,751 $2.9M
Ahl Investment Management, Inc. 1.99% Reduce -2.7% 38,684 $2.9M
Stamos Capital Partners, L.P. 0.55% Reduce -32.9% 38,615 $2.9M
Panagora Asset Management Inc. 0.01% Reduce -96.6% 38,286 $2.9M
HB Wealth Management, LLC 0.02% Add +16.4% 38,280 $2.9M
Ethic Inc. 0.05% Add +13.8% 38,187 $2.9M
Wesbanco Bank Inc. 0.08% Reduce -10.4% 37,942 $2.9M
Banco Santander, S.A. 0.03% Add +249.7% 37,589 $2.8M
Uncommon Cents Investing LLC 0.70% Add +0.6% 37,575 $2.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -0.5% 37,441 $2.8M
Sowell Financial Services LLC 0.11% Reduce -0.5% 37,053 $2.8M
Inlight Wealth Management, LLC 1.31% Reduce -1.1% 36,972 $2.8M
Neumann Capital Management, LLC 0.81% No change 36,951 $2.8M
Manske Wealth Management 0.85% Reduce -3.6% 36,910 $2.8M
Vestcor Inc 0.08% Reduce -5.6% 36,841 $2.8M
JARISLOWSKY, FRASER Ltd 0.02% Reduce -3.4% 36,771 $2.8M
Versor Investments LP 0.51% Reduce -32.7% 36,695 $2.8M
Concord Wealth Partners 0.38% Add +7.3% 36,569 $2.8M
Canandaigua National Bank & Trust Co. 0.24% Reduce -2.9% 36,532 $2.8M
Clearstead Advisors, LLC 0.04% Add +103.3% 36,480 $2.8M
First Citizens Bank & Trust Co. 0.06% Reduce -10.5% 36,449 $2.7M
44 Wealth Management LLC 0.93% Add +0.1% 36,398 $2.7M
Dynamic Advisor Solutions LLC 0.08% Reduce -1.5% 36,257 $2.7M
Concord Asset Management, LLC 0.49% Add +5.7% 36,029 $2.7M
Oppenheimer & Co. Inc. 0.03% Reduce -32.4% 35,643 $2.7M
First Manhattan Co. Llc. 0.01% Reduce -3.5% 35,502 $2.7M
Resources Management Corp. /CT/ 0.34% Reduce -20.6% 35,185 $2.7M
Orca Investment Management, LLC 2.16% Reduce -2.3% 34,956 $2.6M
Principal Securities, Inc. 0.04% Add +9.6% 34,937 $2.6M
Cidel Asset Management Inc. 0.15% No change 34,883 $2.6M
Norden Group LLC 0.27% Reduce -0.8% 34,815 $2.6M
Patrick M Sweeney & Associates, Inc. 1.70% Add +0.0% 34,798 $2.6M
Trust Co. of Toledo NA 0.26% Reduce -0.2% 34,542 $2.6M
Independence Asset Advisors, LLC 1.10% No change 34,478 $2.6M
Exchange Traded Concepts, LLC 0.02% Add +86.7% 34,298 $2.6M
Vaughan Nelson Investment Management, L.P. 0.02% No change 34,285 $2.6M
Aaron Wealth Advisors LLC 0.16% Add +177.4% 34,259 $2.6M
Mufg Securities Americas Inc. 0.17% Add +22.0% 34,202 $2.6M
Integrated Wealth Concepts LLC 0.02% Add +7.6% 34,165 $2.6M
Trust Co. of Vermont 0.11% Reduce -16.3% 34,151 $2.6M
Perigon Wealth Management, LLC 0.05% Add +126.0% 33,853 $2.6M
Econ Financial Services Corp 1.27% New 33,738 $2.5M
PKO Investment Management Joint-Stock Co 0.21% No change 33,300 $2.5M
Benedict Financial Advisors Inc. 0.54% Add +1.1% 33,203 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.16% Reduce -3.9% 32,961 $2.5M
Robinson Value Management, Ltd. 1.44% Reduce -0.6% 32,821 $2.5M
Central Pacific Bank - Trust Division 0.31% Reduce -0.9% 32,700 $2.5M
Mediolanum International Funds Ltd 0.03% Reduce -82.7% 32,054 $2.4M
Radnor Capital Management, LLC 0.37% Reduce -10.0% 32,130 $2.4M
Brookstone Capital Management 0.03% Reduce -64.0% 31,832 $2.4M
Ellsworth Advisors, LLC 0.51% Add +16.1% 29,456 $2.4M
Mystic Asset Management, Inc. 0.54% Add +0.1% 31,471 $2.4M
Strengthening Families & Communities, LLC 0.53% Add +1923.9% 31,654 $2.4M
Summit Financial, LLC 0.04% Add +13.8% 31,372 $2.4M
Praxis Investment Management Inc. 0.14% Reduce -14.4% 31,342 $2.4M
StoneX Group Inc. 0.10% Reduce -3.4% 31,172 $2.4M
Valeo Financial Advisors, LLC 0.05% Add +16.4% 31,162 $2.3M
Portside Wealth Group, LLC 0.32% Add +3.7% 31,052 $2.3M
Stephens Inc. 0.03% Reduce -1.5% 30,169 $2.3M
Flagship Harbor Advisors, LLC 0.10% Add +0.8% 30,561 $2.3M
Argyle Capital Management, LLC 0.79% No change 30,417 $2.3M
Signet Investment Advisory Group, Inc. 1.10% Reduce -4.3% 30,282 $2.3M
Woodstock Corp. 0.20% Reduce -25.8% 30,219 $2.3M
Independent Advisor Alliance 0.06% Add +1.1% 30,044 $2.3M
Private Management Group Inc. 0.07% No change 30,041 $2.3M
Tandem Capital Management Corp. 1.05% Reduce -0.3% 30,018 $2.3M
Stock Yards Bank & Trust Co. 0.07% Reduce -14.4% 29,935 $2.3M
Searle & Co. 0.60% Add +0.9% 29,896 $2.3M
NJ State Employees Deferred Compensation Plan 0.25% No change 29,766 $2.2M
Bradley Foster & Sargent Inc. 0.03% Reduce -1.0% 29,744 $2.2M
Citizens Financial Group Inc. 0.03% Add +21.3% 29,581 $2.2M
Keynote Financial Services LLC 1.34% Reduce -1.9% 29,299 $2.2M
Founders Financial Securities LLC 0.15% Add +4.0% 29,208 $2.2M
Court Place Advisors, LLC 0.66% Reduce -2.7% 28,970 $2.2M
Jacobi Capital Management LLC 0.13% Reduce -0.9% 28,875 $2.2M
Daymark Wealth Partners, LLC 0.07% Add +1.1% 28,830 $2.2M
Vest Financial, LLC 0.03% Add +23.8% 28,808 $2.2M
Allworth Financial LP 0.01% Add +7.2% 28,764 $2.2M
Townsquare Capital LLC 0.33% Reduce -19.7% 28,696 $2.2M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +0.1% 28,676 $2.2M
Cornercap Investment Counsel Inc. 1.07% Reduce -1.6% 28,614 $2.2M
Tiaa Trust, National Association 0.01% Add +3.5% 28,595 $2.2M
HBK Sorce Advisory LLC 0.05% Reduce -2.4% 26,666 $2.2M
Caisse Des Depots Et Consignations 0.09% Reduce -51.5% 28,413 $2.1M
Woodard & Co. Asset Management Group Inc. 0.35% Add +15.1% 28,383 $2.1M
Citizens & Northern Corp. 0.53% Reduce -0.2% 28,256 $2.1M
Prudential PLC 0.02% Reduce -2.4% 28,163 $2.1M
BCGM Wealth Management, LLC 0.55% Add +2.8% 28,020 $2.1M
Kennedy Capital Management LLC 0.05% Reduce -18.9% 27,685 $2.1M
GC Wealth Management RIA, LLC 0.07% Add +205.2% 27,627 $2.1M
Erste Asset Management GmbH 0.02% Reduce -39.4% 27,343 $2.1M
Lipe & Dalton 1.02% Reduce -0.4% 27,297 $2.1M
Bessemer Group Inc. 0.00% Add +17.0% 27,118 $2.0M
Missouri Trust & Investment Co 0.60% Reduce -2.1% 26,875 $2.0M
APG Asset Management US Inc. 0.01% No change 25,996 $2.0M
Zurich Insurance Group Ltd 0.01% No change 26,500 $2.0M
J.W. Cole Advisors, Inc. 0.04% Add +7.5% 26,407 $2.0M
Stratos Wealth Partners, LTD. 0.02% Add +1.1% 26,394 $2.0M
Banco BTG Pactual S.A. 0.29% New 26,287 $2.0M
Benjamin Edwards Inc. 0.02% Reduce -16.3% 26,266 $2.0M
Premier Path Wealth Partners, LLC 0.25% Reduce -12.2% 26,205 $2.0M
Retirement Planning Co of New England, Inc. 0.79% Reduce -1.7% 26,157 $2.0M
Hudson Portfolio Management LLC 1.73% Reduce -2.1% 25,953 $2.0M
Stolper Co 0.59% Add +4.3% 25,883 $2.0M
Waverly Advisors, LLC 0.02% Add +15.7% 25,761 $1.9M
Borer Denton & Associates, Inc. 0.64% Add +4.9% 25,632 $1.9M
Northwest & Ethical Investments L.P. 0.05% No change 25,544 $1.9M
Chicago Partners Investment Group LLC 0.05% Add +41.2% 23,426 $1.9M
IFP Advisors, Inc 0.05% Add +5.6% 25,460 $1.9M
Bokf, NA 0.03% Reduce -4.5% 25,254 $1.9M
Carret Asset Management, LLC 0.19% Reduce -7.5% 25,237 $1.9M
Fulton Bank, N.A. 0.07% Reduce -29.8% 24,836 $1.9M
Lynch & Associates 0.36% Add +8.5% 24,813 $1.9M
Archer Investment Corp 0.42% No change 24,770 $1.9M
West Family Investments, Inc. 0.42% No change 24,664 $1.9M
Volterra Technologies LP 1.23% Add +399.4% 24,644 $1.9M
Creegan & Nassoura Financial Group, LLC 1.18% Reduce -3.5% 24,302 $1.8M
MUFG Securities EMEA plc 0.05% Add +549.5% 24,277 $1.8M
Birch Hill Investment Advisors LLC 0.08% No change 23,725 $1.8M
Integrated Advisors Network LLC 0.08% Reduce -2.0% 23,724 $1.8M
Greenwich Wealth Management LLC 0.09% Reduce -0.1% 23,632 $1.8M
Prevail Innovative Wealth Advisors, LLC 0.35% Add +94.4% 23,611 $1.8M
Vise Technologies, Inc. 0.07% Reduce -19.8% 23,462 $1.8M
Barnes Dennig Private Wealth Management LLC 1.89% Reduce -18.4% 23,324 $1.8M
China Universal Asset Management Co., Ltd. 0.15% Reduce -22.3% 23,300 $1.8M
Blackstone Inc. 0.01% New 23,247 $1.8M
Two Sigma Investments, LP 0.00% Add +1.7% 23,072 $1.7M
Becker Capital Management Inc. 0.05% Reduce -5.9% 22,941 $1.7M
Canada Post Corp Registered Pension Plan 0.08% Reduce -2.9% 22,773 $1.7M
Compound Planning, Inc. 0.06% Add +7.0% 22,725 $1.7M
Mork Capital Management, LLC 1.17% No change 22,500 $1.7M
LifePlan Financial, LLC 1.34% Add +7.8% 22,486 $1.7M
Bollard Group LLC 0.04% Add +1.0% 22,421 $1.7M
Segall Bryant & Hamill, LLC 0.02% Add +0.6% 22,322 $1.7M
Huntington National Bank 0.01% Reduce -4.1% 22,224 $1.7M
Moloney Securities Asset Management, LLC 0.20% Reduce -29.9% 22,206 $1.7M
Prospera Financial Services Inc 0.03% Reduce -6.5% 22,185 $1.7M
F/m Investments LLC 0.06% Reduce -29.4% 21,966 $1.7M
Pallas Capital Advisors LLC 0.06% Add +17.8% 21,895 $1.7M
Florida Trust Wealth Management Co 0.05% Reduce -12.3% 21,823 $1.6M
Twin Capital Management Inc. 0.21% Reduce -2.3% 21,797 $1.6M
Principle Wealth Partners LLC 0.10% Reduce -0.3% 21,769 $1.6M
Iowa State Bank 0.31% Add +4.0% 21,634 $1.6M
Affinity Investment Advisors, LLC 1.10% Add +12.6% 21,616 $1.6M
Slagle Financial, LLC 0.60% Add +4.4% 21,591 $1.6M
Moody National Bank Trust Division 0.14% Add +3.3% 21,586 $1.6M
Poehling Capital Management, INC. 0.34% Reduce -2.5% 21,503 $1.6M
AdvisorNet Financial, Inc 0.09% Add +541.5% 21,478 $1.6M
Humankind Investments LLC 0.37% Reduce -5.8% 21,439 $1.6M
Syon Capital LLC 0.09% Add +24.3% 21,404 $1.6M
HM Payson & Co. 0.02% Reduce -1.2% 21,269 $1.6M
St. Louis Financial Planners Asset Management, LLC 1.03% Add +97.1% 21,155 $1.6M
William B. Walkup & Associates, Inc. 0.85% No change 21,146 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -2.8% 21,076 $1.6M
Beck Mack & Oliver LLC 0.03% Add +1.1% 21,072 $1.6M
Arjuna Capital 0.39% New 20,936 $1.6M
Tower Research Capital LLC (TRC) 0.04% Add +27.9% 20,915 $1.6M
Tema ETFs LLC 0.13% New 20,683 $1.6M
Investors Research Corp 0.29% No change 20,537 $1.5M
Smartleaf Asset Management LLC 0.10% Add +35.4% 20,385 $1.5M
Wincap Financial LLC 1.06% Add +4.9% 20,433 $1.5M
Quadrant Capital Group LLC 0.05% Reduce -2.2% 20,365 $1.5M
Ostrum Asset Management 0.07% Add +61.2% 20,309 $1.5M
Forum Financial Management, LP 0.02% Add +22.8% 20,287 $1.5M
Donoghue Forlines LLC 0.47% Reduce -10.3% 20,114 $1.5M
Wynn Capital, LLC 0.73% Add +1.7% 20,061 $1.5M
RBF Capital, LLC 0.07% No change 20,000 $1.5M
PFG Investments, LLC 0.08% Add +5.6% 19,826 $1.5M
Kennondale Capital Management LLC 1.14% No change 19,787 $1.5M
Gladstone Institutional Advisory LLC 0.06% Reduce -22.5% 19,755 $1.5M
Evergreen Capital Management LLC 0.04% Reduce -1.8% 19,720 $1.5M
Jump Financial, LLC 0.02% New 19,717 $1.5M
Focus Partners Advisor Solutions, LLC 0.02% Add +82.0% 19,316 $1.5M
Brighton Jones LLC 0.04% Add +81.0% 19,542 $1.5M
Rossmore Private Capital 0.16% Add +0.3% 19,494 $1.5M
Raiffeisen Bank International AG 0.02% Add +104.2% 19,257 $1.5M
KCM Investment Advisors LLC 0.05% Add +41.6% 19,220 $1.4M
Wellington Shields & Co., LLC 0.38% Reduce -8.9% 19,152 $1.4M
Ransom Advisory, Ltd 0.65% Reduce -4.7% 19,083 $1.4M
Stonegate Investment Group, LLC 0.03% Reduce -1.6% 19,052 $1.4M
Diversify Advisory Services, LLC 0.05% Add +22.9% 18,301 $1.4M
Foster & Motley Inc. 0.08% Reduce -16.8% 19,031 $1.4M
Coldstream Capital Management Inc. 0.02% Add +7.8% 19,015 $1.4M
GAMMA Investing LLC 0.08% Add +1.0% 19,009 $1.4M
Readystate Asset Management LP 0.14% New 18,966 $1.4M
Inscription Capital, LLC 0.15% Add +149.7% 18,904 $1.4M
Meeder Advisory Services, Inc. 0.07% Reduce -0.3% 18,899 $1.4M
SVB Wealth LLC 0.08% Reduce -4.1% 18,894 $1.4M
Redwood Investment Management, LLC 0.15% Reduce -29.5% 18,891 $1.4M
Greenwood Capital Associates LLC 0.16% Reduce -0.3% 18,874 $1.4M
CSS LLC 0.25% Add +65.4% 18,741 $1.4M
B. Riley Wealth Advisors, Inc. 0.07% Add +0.4% 18,688 $1.4M
Pine Valley Investments Ltd Liability Co 0.07% Reduce -0.0% 18,579 $1.4M
AlphaCore Capital LLC 0.05% Add +491.1% 18,577 $1.4M
Richard Bernstein Advisors LLC 0.04% Reduce -51.1% 18,562 $1.4M
Courier Capital LLC 0.08% Add +1.2% 18,502 $1.4M
Foundations Investment Advisors, LLC 0.02% Add +97.9% 18,473 $1.4M
Delta Capital Management LLC 0.73% Reduce -0.0% 18,440 $1.4M
Delta Financial Advisors LLC 0.39% Add +0.2% 18,242 $1.4M
Peak Financial Advisors LLC 0.66% Add +23.1% 18,222 $1.4M
M&G PLC 0.01% No change 18,292 $1.4M
Essex Financial Services, Inc. 0.08% Reduce -4.7% 18,091 $1.4M
Pensionfund Sabic 0.37% No change 18,000 $1.4M
Concurrent Investment Advisors, LLC 0.02% Add +11.0% 17,975 $1.4M
Capital Investment Advisory Services, LLC 0.11% Add +15.6% 17,974 $1.4M
Avantra Family Wealth, Inc. 1.01% Add +2.0% 17,881 $1.3M
Hilltop Holdings Inc. 0.07% Add +3.7% 17,822 $1.3M
Bayesian Capital Management, LP 0.27% Reduce -73.6% 17,800 $1.3M
Boyar Asset Management Inc. 0.85% Reduce -5.2% 17,795 $1.3M
Farther Finance Advisors, LLC 0.02% Add +15.8% 17,793 $1.3M
Westport Asset Management Inc. 0.56% No change 17,772 $1.3M
Independent Financial Group, LLC 0.03% Add +8.6% 17,608 $1.3M
NewEdge Wealth, LLC 0.02% Reduce -52.7% 16,899 $1.3M
Elevation Point Wealth Partners, LLC 0.09% Add +2155.5% 17,548 $1.3M
Crestwood Advisors Group, LLC 0.02% Reduce -3.6% 17,519 $1.3M
Mengis Capital Management, Inc. 0.26% Reduce -9.2% 17,355 $1.3M
Prelude Capital Management, LLC 0.10% Add +369.8% 17,289 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -6.7% 17,237 $1.3M
Nations Financial Group Inc, /Ia/ 0.08% Add +0.4% 17,223 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +79.7% 17,136 $1.3M
Twin Lakes Capital Management, LLC 0.60% Reduce -0.6% 17,101 $1.3M
Welch & Forbes LLC 0.02% Reduce -25.1% 17,030 $1.3M
Sheets Smith Wealth Management 0.14% Add +201.8% 16,973 $1.3M
Tounjian Advisory Partners, LLC 0.43% New 16,936 $1.3M
Collar Capital Management, LLC 0.89% Add +8.3% 16,865 $1.3M
Fidelis Capital Partners, LLC 0.10% Add +2.6% 16,731 $1.3M
Palouse Capital Management, Inc. 0.81% Add +1.4% 16,675 $1.3M
Essex Bank 0.28% Add +0.8% 16,677 $1.3M
Kingswood Wealth Advisors, LLC 0.08% Add +6.4% 16,610 $1.3M
Bailard, Inc. 0.03% Add +0.2% 16,503 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -9.2% 16,427 $1.2M
Profund Advisors LLC 0.04% Add +1.3% 16,372 $1.2M
EverSource Wealth Advisors, LLC 0.05% Add +24.8% 16,255 $1.2M
Vestmark Advisory Solutions, Inc. 0.02% Add +154.1% 16,185 $1.2M
Lazard Freres Gestion S.A.S. 0.02% No change 16,150 $1.2M
Cresset Asset Management, LLC 0.01% Add +5.6% 15,998 $1.2M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.58% Reduce -23.8% 16,000 $1.2M
Ritholtz Wealth Management 0.02% Add +7.2% 15,940 $1.2M
Transcend Capital Advisors, LLC 0.08% Add +19.8% 15,737 $1.2M
Cornerstone Advisors, LLC 0.04% Reduce -53.5% 15,700 $1.2M
Ingalls & Snyder LLC 0.04% Reduce -0.9% 15,685 $1.2M
SageView Advisory Group, LLC 0.04% Add +2.7% 15,677 $1.2M
Gibbs Wealth Management 0.27% Reduce -16.6% 15,646 $1.2M
Groupama Asset Managment 0.02% Reduce -15.6% 15,636 $1.2M
TOWER TRUST & INVESTMENT Co 0.79% Reduce -1.2% 15,576 $1.2M
Harvest Fund Management Co., Ltd 0.05% Add +14.1% 15,544 $1.2M
Sumitomo Life Insurance Co. 0.04% Reduce -2.9% 15,496 $1.2M
Sterling Financial Group, Inc. 0.37% Reduce -0.5% 15,486 $1.2M
Community Bank, N.A. 0.14% Reduce -27.1% 15,488 $1.2M
Deseret Mutual Benefit Administrators 0.49% Add +8.2% 15,459 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -15.9% 15,370 $1.2M
Richard W. Paul & Associates, LLC 0.39% Reduce -3.9% 15,295 $1.2M
Tsfg, LLC 0.18% Reduce -2.3% 15,186 $1.1M
Round Rock Advisors LLC 0.18% Reduce -0.5% 15,041 $1.1M
Global Retirement Partners, LLC 0.03% Reduce -14.3% 15,007 $1.1M
Wedbush Securities Inc. 0.04% Reduce -1.3% 14,979 $1.1M
111 Capital 0.21% New 14,952 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.7% 14,900 $1.1M
Capital Advisors Inc. 0.02% Reduce -0.8% 14,876 $1.1M
IMC-Chicago, LLC 0.02% New 14,840 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +0.7% 14,839 $1.1M
Curbstone Financial Management Corp 0.21% Reduce -4.2% 14,832 $1.1M
Aptus Capital Advisors, LLC 0.01% Reduce -8.8% 14,814 $1.1M
Legacy Capital Group California, Inc. 0.28% Add +0.6% 14,809 $1.1M
Severin Investments, LLC 0.99% Add +124.9% 14,789 $1.1M
Jefferies Financial Group Inc. 0.01% New 14,750 $1.1M
Wedmont Private Capital 0.04% Add +17.4% 14,311 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +10.7% 14,567 $1.1M
Mgo One Seven LLC 0.03% Add +26.0% 14,555 $1.1M
Bahl & Gaynor LLC 0.01% Reduce -2.7% 14,553 $1.1M
NorthRock Partners, LLC 0.02% Add +21.4% 14,552 $1.1M
Trust Asset Management LLC 0.08% No change 14,536 $1.1M
Nicolet Advisory Services, LLC 0.08% Reduce -0.0% 14,153 $1.1M
Boston Trust Walden Corp 0.01% Reduce -1.4% 14,413 $1.1M
InvesTrust 0.40% No change 14,384 $1.1M
Signaturefd, LLC 0.02% Reduce -8.0% 14,351 $1.1M
Novem Group 0.13% Add +18.9% 14,260 $1.1M
Greenup Street Wealth Management LLC 0.17% Reduce -21.0% 14,259 $1.1M
Dakota Wealth Management 0.02% Reduce -29.7% 14,224 $1.1M
Chiron Capital Management, LLC 0.92% Reduce -2.5% 14,206 $1.1M
Greenleaf Trust 0.01% Reduce -5.5% 14,171 $1.1M
Johnson Investment Counsel Inc. 0.01% Add +1.0% 22,615 $1.1M
Highview Capital Management LLC 0.39% New 13,956 $1.1M
Cornerstone Wealth Management, LLC 0.06% Reduce -0.0% 13,903 $1.0M
Dark Forest Capital Management LP 0.04% Reduce -57.8% 13,894 $1.0M
Kentucky Trust Co 0.57% Reduce -2.1% 13,872 $1.0M
Krilogy Financial LLC 0.04% Add +5.0% 13,303 $1.0M
Beutel, Goodman & Co Ltd. 0.01% Reduce -11.7% 13,815 $1.0M
Home Federal Bank of Tennessee 0.28% Reduce -1.8% 13,750 $1.0M
Community Bank & Trust, Waco, Texas 0.21% Reduce -2.2% 13,692 $1.0M
TCI Wealth Advisors, Inc. 0.06% Reduce -1.1% 13,669 $1.0M
Aljian Capital Management, LLC 0.21% Add +0.0% 13,630 $1.0M
VCI Wealth Management LLC 0.31% Reduce -23.8% 13,523 $1.0M
Logan Capital Management Inc. 0.04% Add +1.4% 13,448 $1.0M
Shell Asset Management Co. 0.10% Reduce -78.4% 13,329 $1.0M
Baker Tilly Wealth Management, LLC 0.23% Reduce -2.0% 13,298 $1.0M
Diversify Wealth Management, LLC 0.06% Reduce -2.7% 12,760 $1.0M
Monetary Management Group Inc. 0.23% No change 13,250 $999K
LRI Investments, LLC 0.08% Reduce -3.2% 13,124 $989K
Patriot Financial Group Insurance Agency, LLC 0.13% Reduce -23.6% 13,117 $989K
RMR Wealth Builders 0.08% Add +1.7% 13,013 $981K
St Germain D J Co. Inc. 0.04% Reduce -15.6% 13,002 $980K
Baron Capital (BAMCO) 0.00% New 13,000 $980K
Sigma Planning Corp 0.03% Add +14.2% 12,896 $972K
Brown, Lisle/Cummings, Inc. 0.25% Reduce -1.6% 12,873 $970K
OmniStar Financial Group, Inc. 0.59% Add +298.2% 12,851 $969K
International Assets Investment Management, LLC 0.08% No change 13,777 $959K
ProVise Management Group, LLC 0.07% Reduce -0.1% 12,691 $957K
Byrne Asset Management LLC 0.69% Add +0.1% 12,691 $957K
Longfellow Investment Management Co. LLC 0.23% No change 12,650 $954K
Badgley Phelps Wealth Managers, LLC 0.02% Add +0.1% 12,640 $953K
Mutual Advisors, LLC 0.02% Reduce -22.3% 11,742 $952K
Stevens Capital Management LP 0.13% Add +70.1% 12,597 $950K
Cetera Trust Company, N.A 0.53% Add +2.6% 12,593 $949K
Bluespring Wealth Management, LLC 0.08% Reduce -1.6% 12,589 $949K
Westpac Banking Corp. 0.06% No change 12,577 $948K
Proffitt & Goodson Inc. 0.14% Reduce -0.4% 12,500 $942K
Intrust Bank NA 0.08% Add +14.9% 12,485 $941K
Ashton Thomas Private Wealth, LLC 0.02% Add +0.3% 12,477 $941K
Empower Advisory Group, LLC 0.00% Add +0.6% 12,466 $940K
Visionary Wealth Advisors 0.04% Reduce -4.4% 12,464 $940K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -1.7% 12,443 $938K
Capula Management Ltd 0.01% Reduce -36.2% 12,436 $938K
IHT Wealth Management, LLC 0.02% Add +1.0% 12,417 $936K
Generali Investments, Management Co LLC 0.20% Add +14.3% 12,404 $935K
Weatherly Asset Management L. P. 0.08% Reduce -5.6% 12,396 $935K
Pinnacle Financial Partners Inc 0.02% Reduce -28.6% 12,318 $929K
Cigna Investments Inc. 0.13% Reduce -0.9% 12,271 $926K
Wolverine Trading, LLC 0.02% New 12,206 $922K
Capstone Investment Advisors, LLC 0.01% New 12,220 $921K
Supplemental Annuity Collective Trust of NJ 0.24% No change 12,000 $905K
PKS Advisory Services, LLC 0.21% Add +0.4% 11,994 $904K
Means Investment Co., Inc. 0.08% Add +0.2% 11,904 $897K
San Luis Wealth Advisors LLC 0.16% Add +21.7% 11,889 $896K
1ST Source Bank 0.05% Add +2.7% 11,889 $896K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% Add +2.6% 11,866 $895K
Curat Global, LLC 0.84% No change 11,800 $891K
Private Trust Co. NA 0.08% Reduce -0.6% 11,758 $886K
Cohen Klingenstein LLC 0.03% No change 11,700 $882K
Patton Albertson Miller Group, LLC 0.11% Reduce -32.1% 11,698 $882K
Insight Inv LLC 0.52% Reduce -7.3% 11,662 $879K
Nicolet Bankshares Inc. 0.14% Reduce -0.9% 11,600 $875K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.8% 11,564 $872K
TriaGen Wealth Management LLC 0.23% Reduce -1.2% 11,545 $870K
Generali Investments CEE, investicni spolecnost, a.s. 0.07% No change 11,500 $867K
Mendel Money Management 0.36% Add +0.9% 11,467 $864K
Smith, Moore & Co. 0.07% Add +1.7% 11,421 $861K
Montag A & Associates Inc. 0.04% Add +0.1% 11,352 $856K
Widmann Financial Services, Inc. 0.54% No change 11,311 $853K
Waters Parkerson & Co., LLC 0.04% Reduce -0.8% 11,300 $852K
Eads & Heald Wealth Management 0.41% Reduce -3.3% 11,270 $850K
Broadwater Capital Management LLC 0.62% Reduce -98.5% 11,210 $845K
Personal Cfo Solutions, LLC 0.15% Add +2.7% 11,175 $842K
Abn Amro Investment Solutions 0.02% Reduce -14.0% 11,103 $837K
Addison Capital Co 0.25% Reduce -5.9% 11,040 $832K
Greenfield Savings Bank 0.35% Reduce -24.4% 11,039 $832K
UMB Bank, n.a. 0.01% Reduce -13.7% 10,978 $828K
Focus Financial Network, Inc. 0.03% Reduce -4.2% 10,958 $826K
Hartford Financial Management Inc. 0.22% Reduce -3.4% 10,865 $819K
Fifth Third Wealth Advisors LLC 0.03% Reduce -0.3% 10,840 $817K
Choate Investment Advisors 0.02% Reduce -36.4% 10,829 $816K
Lion Street Advisors, LLC 0.28% Add +8.7% 9,093 $812K
Tectonic Advisors LLC 0.04% Reduce -17.3% 10,737 $809K
CENTRAL TRUST Co 0.02% Reduce -14.9% 10,667 $804K
Summit Financial Wealth Advisors, LLC 0.12% Add +8.0% 10,457 $804K
Pflug Koory, LLC 0.38% No change 10,643 $802K
Neo Ivy Capital Management 0.20% Add +747.4% 10,626 $801K
FineMark National Bank & Trust 0.03% Add +10.8% 10,608 $800K
V-Square Quantitative Management LLC 0.13% Add +0.9% 10,571 $797K
Morey & Quinn Wealth Partners, LLC 0.59% Reduce -4.1% 10,561 $796K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -18.6% 10,252 $794K
Dimension Capital Management LLC 0.12% No change 10,507 $792K
Arete Wealth Advisors, LLC 0.05% Add +0.9% 10,502 $792K
First United Bank & Trust 0.26% Add +6.2% 10,492 $791K
Frank, Rimerman Advisors LLC 0.05% Reduce -0.2% 10,477 $790K
Whittier Trust Co. 0.01% Reduce -14.4% 10,185 $789K
Mount Lucas Management LP 0.35% Reduce -1.8% 10,420 $786K
Michels Family Financial, LLC 0.61% Add +1.8% 10,420 $786K
Rehmann Capital Advisory Group 0.04% Add +2.7% 10,512 $784K
Sierra Capital LLC 0.09% No change 10,378 $782K
Wealthcare Advisory Partners LLC 0.02% Add +5.0% 10,371 $782K
Tweedy, Browne Co LLC 0.07% Add +104.6% 10,357 $781K
JB Capital LLC 0.03% Reduce -0.2% 10,344 $780K
Northstar Group, Inc. 0.12% Reduce -11.8% 10,313 $778K
Lester Murray Antman dba SimplyRich 0.21% Reduce -0.1% 10,304 $776K
Stoneridge Investment Partners LLC 0.53% New 10,263 $774K
Anchor Investment Management, LLC 0.06% Add +0.0% 10,264 $774K
MeadowBrook Investment Advisors LLC 0.67% Reduce -1.4% 10,209 $770K
FSM Wealth Advisors, LLC 0.11% Add +2.9% 10,203 $769K
Mitchell McLeod Pugh & Williams Inc. 0.12% Add +16.8% 9,342 $768K
Steadtrust LLC 0.52% Add +1.8% 10,175 $767K
St. Johns Investment Management Company, LLC 0.33% Add +17.3% 10,161 $766K
Wilmington Savings Fund Society, FSB 0.02% Reduce -32.3% 10,156 $766K
SPC Financial, Inc. 0.06% Add +4.0% 10,133 $764K
Thrive Capital Management, LLC 0.20% Reduce -3.6% 10,131 $764K
Founders Financial Alliance, LLC 0.14% Reduce -4.2% 10,115 $763K
Herold Advisors, Inc. 0.18% Reduce -7.9% 10,109 $762K
Venture Visionary Partners LLC 0.03% Add +0.1% 10,025 $756K
Cullen Investment Group, LTD. 0.10% Reduce -17.9% 9,747 $755K
Albert D Mason Inc. 0.49% Reduce -2.2% 10,014 $755K
IPG Investment Advisors LLC 0.13% No change 10,000 $754K
Cary Street Partners Financial LLC 0.02% Reduce -9.3% 9,916 $748K
Investors Asset Management of Georgia Inc. /Ga/ 0.32% Add +5.7% 9,847 $742K
Heritage Investors Management Corp. 0.02% Reduce -1.4% 9,833 $741K
NCM Capital Management, LLC 0.29% Add +0.0% 9,828 $741K
Brown Brothers Harriman & Co. 0.00% Add +34.8% 9,768 $736K
MMBG Investment Advisors Co. 0.07% Reduce -18.4% 9,755 $735K
BCU Wealth Advisors, LLC 0.30% Add +0.6% 9,751 $735K
Blue Trust, Inc. 0.01% Reduce -1.3% 9,706 $732K
Aurdan Capital Management, LLC 0.23% No change 9,700 $731K
Triangle Securities Wealth Management 0.16% Reduce -1.5% 9,655 $728K
Forza Wealth Management, LLC 0.28% Add +6.6% 9,585 $723K
Glenview Trust Co 0.01% Reduce -1.8% 9,583 $722K
Persium Advisors, LLC 0.54% Add +6.2% 9,571 $722K
Peoples Bank 0.72% Reduce -34.0% 9,550 $720K
MTM Investment Management, LLC 0.23% No change 9,541 $719K
Measured Wealth Private Client Group, LLC 0.19% New 9,523 $718K
Moneta Group Investment Advisors LLC 0.01% Reduce -6.7% 9,483 $715K
Sava Infond d.o.o. 0.10% No change 9,450 $712K
IFS Group,LLC 0.63% — 9,253 $711K
Meridian Wealth Management, LLC 0.03% Reduce -7.7% 9,415 $710K
Sage Mountain Advisors LLC 0.04% Reduce -0.7% 9,414 $710K
Moneco Advisors, LLC 0.06% Reduce -3.5% 9,411 $709K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Reduce -5.1% 9,382 $707K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -3.0% 8,700 $705K
Family Legacy, Inc. 0.22% Reduce -0.3% 9,335 $704K
Mayflower Financial Advisors, LLC 0.09% Add +9.4% 9,331 $703K
First National Bank & Trust Co. of Newtown 0.13% No change 9,297 $701K
Confluence Wealth Services, Inc. 0.03% Reduce -2.9% 9,264 $698K
Smith Salley Wealth Management 0.04% Add +2.8% 9,256 $698K
Garrison Point Advisors, LLC 0.29% Add +10.8% 9,250 $697K
Meridian Investment Counsel Inc. 0.17% Reduce -19.2% 9,195 $693K
Leigh Baldwin & Co., LLC 0.39% Reduce -5.0% 9,172 $691K
Lanark Financial, Inc. 0.05% Add +13.6% 9,109 $687K
WealthTrust Axiom LLC 0.18% Add +13.9% 9,107 $687K
VAUGHAN & Co SECURITIES, INC. 0.36% Reduce -31.4% 9,106 $687K
Cove Private Wealth, LLC 0.22% No change 9,104 $686K
Atlantic Edge Private Wealth Management, LLC 0.17% Add +0.6% 8,934 $674K
Spinnaker Trust 0.04% No change 8,917 $672K
Newman Dignan & Sheerar, Inc. 0.14% Reduce -2.1% 8,872 $669K
United Asset Strategies, Inc. 0.05% Add +1.8% 8,852 $667K
Eastern Bank 0.01% Reduce -11.8% 8,791 $663K
Essex LLC 0.12% Reduce -5.4% 8,784 $662K
Boltwood Capital Management 0.18% Add +1.4% 8,730 $658K
Investment House LLC 0.03% No change 8,715 $657K
Everett Harris & Co. 0.01% Reduce -2.5% 8,694 $655K
Chesapeake Capital Corp. 0.59% — 8,683 $655K
Traub Capital Management LLC 0.65% Reduce -17.1% 8,679 $654K
CHICAGO TRUST Co NA 0.09% Reduce -1.8% 8,626 $650K
Strategic Investment Advisors / MI 0.06% Add +5.2% 8,544 $644K
Level Four Advisory Services, LLC 0.02% Reduce -7.0% 8,528 $643K
Benin Management CORP 0.15% Reduce -0.4% 8,495 $640K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 8,428 $635K
Summit Securities Group LLC 0.21% Add +884.5% 8,388 $632K
Waterloo Capital, L.P. 0.05% Add +14.1% 8,293 $625K
Verdence Capital Advisors LLC 0.04% Reduce -3.9% 7,555 $623K
Naples Global Advisors, LLC 0.05% Add +2.8% 8,246 $622K
Pettee Investors, Inc. 0.34% Reduce -7.4% 8,230 $620K
Silverlake Wealth Management LLC 0.15% Add +0.4% 8,211 $619K
Parallel Advisors, LLC 0.01% Reduce -4.0% 8,093 $610K
Diligent Investors, LLC 0.15% Reduce -3.3% 8,080 $609K
Howard Capital Management, LLC 0.01% Reduce -45.7% 8,003 $603K
Hall Laurie J Trustee 0.20% No change 8,000 $603K
Kovack Advisors, Inc. 0.06% Add +1.0% 7,994 $603K
Key Client Fiduciary Advisors, LLC 0.20% Add +2.3% 7,969 $601K
Versant Capital Management, Inc 0.08% Reduce -16.9% 7,934 $598K
Conning Inc. 0.02% No change 7,929 $598K
Qtron Investments LLC 0.07% New 7,924 $597K
Dorsey & Whitney Trust CO LLC 0.03% Add +6.6% 7,914 $597K
Polymer Capital Management (US) LLC 0.08% New 7,891 $595K
Leavell Investment Management, Inc. 0.03% Add +0.0% 7,889 $595K
American State Bank (Iowa) 0.30% Add +1.4% 7,868 $593K
Centennial Wealth Advisory LLC 0.16% Add +4.5% 7,852 $592K
State of Wyoming 0.07% Reduce -50.8% 7,829 $590K
Savvy Advisors, Inc. 0.03% Add +42.4% 7,824 $590K
Wealth Alliance, LLC 0.06% Reduce -1.6% 7,786 $587K
Fiera Capital Corp 0.00% Add +62.9% 7,773 $586K
Pitcairn Co. 0.05% Reduce -6.6% 7,759 $585K
Schonfeld Strategic Advisors LLC 0.00% Reduce -94.7% 7,732 $583K
Crews Bank & Trust 0.09% Reduce -1.3% 7,731 $583K
Aviso Financial Inc. 0.02% Reduce -52.2% 7,690 $580K
WASHINGTON TRUST Co 0.02% Reduce -0.0% 7,685 $579K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +2465.0% 7,695 $579K
Quotient Wealth Partners, LLC 0.02% Reduce -1.9% 7,673 $578K
ARS Wealth Advisors Group, LLC 0.06% Reduce -1.1% 7,588 $572K
Beaton Management Co. Inc. 0.26% Reduce -1.3% 7,541 $569K
Farringdon Capital, Ltd. 0.14% New 7,542 $569K
Gallagher Fiduciary Advisors, LLC 0.02% New 7,536 $568K
Beverly Hills Private Wealth, LLC 0.10% Add +24.2% 7,534 $568K
Coastal Bridge Advisors, LLC 0.04% Reduce -12.7% 7,498 $565K
Hennion & Walsh Asset Management, Inc. 0.02% New 7,484 $564K
Orange Investment Advisors, Inc. 0.06% Reduce -3.3% 7,459 $562K
Flputnam Investment Management Co. 0.01% Reduce -0.9% 7,455 $562K
Cozad Asset Management Inc. 0.04% Reduce -5.0% 7,435 $561K
Spire Wealth Management 0.02% Reduce -4.3% 7,412 $559K
Axxcess Wealth Management, LLC 0.01% Reduce -5.8% 7,291 $550K
Transatlantique Private Wealth LLC 0.18% Reduce -6.0% 7,265 $548K
Zions Bancorporation, National Association 0.03% Add +12.3% 7,265 $548K
Lawson Kroeker Investment Management Inc. 0.10% No change 7,224 $545K
Empire Financial Management Company, LLC 0.12% No change 7,198 $543K
Convergence Investment Partners, LLC 0.12% Reduce -4.4% 7,168 $540K
Wellington Shields Capital Management, LLC 0.08% No change 7,153 $539K
Insigneo Advisory Services, LLC 0.04% Reduce -11.6% 7,142 $538K
Beta Wealth Group, Inc. 0.21% Reduce -81.4% 7,123 $537K
Zacks Investment Management 0.00% New 7,087 $534K
Perpetual Ltd 0.01% Reduce -47.1% 7,038 $531K
Avestar Capital, LLC 0.04% Reduce -4.0% 7,035 $530K
M.E. Allison & Co., Inc. 0.37% No change 7,023 $529K
Williams Financial, LLC 0.55% Add +1.4% 7,020 $529K
Jupiter Wealth Management LLC 0.25% Add +40.0% 7,000 $528K
Voleon Capital Management LP 0.01% Reduce -90.3% 6,980 $526K
Prasad Wealth Partners, LLC 0.15% Reduce -0.1% 6,963 $525K
Intrua Financial, LLC 0.06% Reduce -5.8% 6,942 $523K
Everhart Financial Group, Inc. 0.05% Add +26.1% 6,922 $522K
Fayez Sarofim & Co 0.00% Add +2.1% 6,913 $521K
Jaffetilchin Investment Partners, LLC 0.03% New 6,909 $521K
Ascent Group, LLC 0.02% Add +2.4% 6,900 $520K
Baader Bank Aktiengesellschaft 0.04% Add +13.2% 7,077 $517K
Koshinski Asset Management, Inc. 0.04% Reduce -1.1% 6,857 $517K
Wilson & Boucher Capital Management, LLC 0.34% Reduce -1.4% 6,850 $516K
Wallace Advisory Group, LLC 0.41% Reduce -23.9% 7,483 $516K
Tobam 0.19% Add +38.3% 6,846 $516K
CreativeOne Wealth, LLC 0.01% Reduce -8.5% 6,838 $516K
Financial Engines Advisors L.L.C. 0.00% Add +1.8% 6,836 $515K
Bison Wealth, LLC 0.05% Add +9.6% 6,557 $514K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -2.2% 6,817 $514K
Koss-Olinger Consulting, LLC 0.04% No change 7,420 $512K
Sunbelt Securities, Inc. 0.04% Reduce -9.1% 6,750 $509K
First Nebraska Trust Co 0.05% No change 6,736 $508K
Alta Advisers Ltd 0.15% No change 6,712 $506K
SeaCrest Wealth Management, LLC 0.05% Reduce -8.5% 6,497 $500K
Worth Financial Advisory Group, LLC 0.28% Reduce -1.7% 6,625 $499K
North Forty Two & Co. 0.49% Reduce -16.1% 6,618 $499K
Pure Financial Advisors, LLC 0.01% Add +1.2% 6,609 $498K
Money Concepts Capital Corp. 0.03% Add +5.4% 6,607 $498K
Charles Schwab Trust Co 0.03% Add +6.1% 6,534 $493K
GTS Securities LLC 0.02% Add +36.6% 6,532 $492K
Calamos Wealth Management LLC 0.02% Add +39.0% 6,530 $492K
Fort Sheridan Advisors LLC 0.06% Add +122.9% 6,507 $491K
Athena Investment Management 0.25% No change 6,489 $489K
Crescent Grove Advisors, LLC 0.05% Add +2.6% 6,471 $488K
Busey Bank 0.01% Reduce -3.2% 6,465 $487K
USA Financial Formulas 0.09% Reduce -68.8% 6,464 $487K
Cullen Capital Management, LLC 0.01% New 6,455 $487K
Journey Strategic Wealth LLC 0.01% Add +68.0% 6,451 $486K
Checchi Capital Advisers, LLC 0.03% Add +0.8% 6,428 $485K
Composition Wealth, LLC 0.01% Reduce -40.3% 6,358 $479K
Whalerock Point Partners, LLC 0.10% No change 6,355 $479K
Procyon Advisors, LLC 0.03% Reduce -7.3% 6,342 $478K
Summit Wealth Group LLC / Co. 0.05% New 6,843 $478K
Avidian Wealth Enterprises, LLC 0.02% Add +3.5% 6,285 $474K
Turtle Creek Wealth Advisors, LLC 0.04% New 6,282 $474K
Addison Advisors LLC 0.11% Reduce -0.3% 6,246 $471K
Kera Capital Partners, Inc. 0.07% Add +15.3% 6,210 $468K
Matrix Asset Advisors Inc. 0.04% Reduce -0.8% 6,177 $466K
Reliant Investment Partners, LLC 0.36% No change 6,000 $465K
Octavia Wealth Advisors, LLC 0.05% Add +0.2% 6,151 $464K
Cullen/Frost Bankers, Inc. 0.01% Reduce -0.7% 6,144 $463K
YHB Investment Advisors, Inc. 0.03% Reduce -2.0% 6,135 $463K
Dixon Fnancial Services, Inc. 0.21% Reduce -1.7% 6,089 $459K
Blueshift Asset Management, LLC 0.14% Add +5.5% 6,085 $459K
Webster Bank, N. A. 0.04% Reduce -11.5% 6,080 $458K
Regal Investment Advisors LLC 0.03% Add +0.3% 6,077 $458K
Marino, Stram & Associates LLC 0.08% Add +0.0% 6,044 $456K
Evoke Wealth, LLC 0.01% Add +69.2% 6,042 $456K
Birchbrook, Inc. 0.24% Add +4.1% 6,034 $455K
BCS Private Wealth Management, Inc. 0.16% Add +5.7% 6,027 $454K
St. Clair Advisors, LLC 0.12% Add +0.4% 6,022 $454K
Aigen Investment Management, LP 0.07% New 6,016 $454K
Global Financial Private Client, LLC 0.16% New 6,011 $453K
Wealth Effects LLC 0.14% Add +35.0% 5,959 $449K
Rexford Capital Inc. 0.35% No change 5,943 $448K
Rahlfs Capital, LLC 0.35% No change 5,930 $447K
Dumont & Blake Investment Advisors LLC 0.11% Reduce -5.0% 5,924 $447K
Baker Avenue Asset Management, LP 0.01% Add +59.3% 5,924 $447K
Geneos Wealth Management Inc. 0.01% Reduce -30.7% 5,922 $446K
Partners in Financial Planning 0.08% No change 5,888 $444K
Private Wealth Asset Management, LLC 0.05% Reduce -7.8% 5,876 $443K
Ausdal Financial Partners, Inc. 0.02% Add +36.1% 5,848 $441K
Symmetry Partners, LLC 0.05% Add +2.5% 5,826 $439K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% Reduce -23.8% 5,772 $435K
Diametric Capital, LP 0.16% Add +49.1% 5,755 $434K
Truvestments Capital LLC 0.08% Reduce -0.6% 5,734 $432K
Syverson Strege & Co 0.10% Reduce -12.3% 5,722 $431K
Adirondack Trust Co. 0.14% Reduce -34.6% 5,705 $430K
Fiduciary Financial Group, LLC 0.07% New 5,690 $429K
Sanders Morris Harris LLC 0.06% New 5,674 $428K
Midland Wealth Advisors, LLC 0.02% Reduce -12.0% 5,665 $427K
Auto-Owners Insurance Co 0.01% No change 5,657 $426K
Integrity Alliance, Llc. 0.02% Reduce -11.4% 5,649 $426K
Brevan Howard Capital Management LP 0.01% Reduce -93.2% 5,648 $426K
Interchange Capital Partners, LLC 0.08% New 5,632 $425K
Amara Financial, Llc. 0.31% No change 5,632 $425K
iSAM Funds (UK) Ltd 0.09% New 5,611 $423K
AlphaQuest LLC 0.03% Reduce -7.6% 5,599 $422K
Somerville Kurt F 0.07% Reduce -21.2% 5,588 $421K
Brooklyn Investment Group 0.06% Reduce -1.8% 6,138 $420K
Barrett & Company, Inc. 0.14% Add +0.1% 5,554 $419K
CVA Family Office, LLC 0.05% Reduce -3.5% 5,553 $419K
Beacon Financial Group 0.04% Reduce -8.9% 5,548 $418K
Bull Street Advisors, LLC 0.20% Reduce -6.7% 5,543 $418K
Allen Capital Group, LLC 0.04% Add +1.8% 5,517 $416K
Pines Wealth Management, LLC 0.14% Reduce -13.8% 5,507 $415K
Caerus Investment Advisors, LLC 0.17% New 5,496 $414K
First Horizon Corp. 0.02% — 5,461 $412K
Root Financial Partners, LLC 0.03% Add +0.6% 5,450 $411K
LGT Group Foundation 0.00% Reduce -36.2% 5,340 $410K
Ballentine Partners, LLC 0.01% Reduce -10.4% 5,442 $410K
Torrey Growth & Income Advisors 0.12% — 5,425 $409K
CWA Asset Management Group, LLC 0.02% Reduce -3.8% 5,405 $408K
Camelot Portfolios, LLC 0.24% Reduce -27.3% 5,396 $407K
Apella Capital, LLC 0.01% Add +25.8% 4,976 $405K
Columbia Asset Management 0.08% Reduce -18.9% 5,348 $403K
Basepoint Wealth LLC 0.28% Reduce -3.3% 5,323 $401K
Boston Family Office LLC 0.03% No change 5,320 $401K
Donaldson Capital Management, LLC 0.01% Add +2.0% 5,307 $400K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 5,296 $399K
RFG Advisory, LLC 0.01% Reduce -8.7% 5,296 $399K
Novare Capital Management LLC 0.03% Reduce -89.3% 5,280 $398K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -4.3% 5,272 $397K
MKT Advisors LLC 0.15% No change 5,151 $396K
Ancora Advisors LLC 0.01% Reduce -14.3% 5,230 $394K
HF Advisory Group, LLC 0.14% Add +2.9% 5,219 $393K
Southland Equity Partners LLC 0.08% Add +2.0% 5,215 $393K
Soltis Investment Advisors LLC 0.03% Add +8.2% 5,208 $393K
Advisory Alpha, LLC 0.01% Add +13.4% 5,068 $393K
Ceeto Capital Group, LLC 0.11% No change 5,200 $392K
Certuity, LLC 0.03% Add +19.7% 5,197 $392K
Harbour Investments, Inc. 0.01% Add +4.5% 5,187 $391K
Vision Financial Markets LLC 0.33% Reduce -7.2% 5,175 $390K
City Center Advisors, LLC 0.38% Add +49.5% 5,170 $390K
Rockland Trust Co. 0.02% Reduce -3.7% 5,139 $387K
Abacus Planning Group, Inc. 0.05% Reduce -5.1% 5,086 $383K
Vectors Research Management, LLC 0.12% No change 5,073 $382K
Carson Advisory Inc. 0.21% Reduce -5.6% 5,067 $382K
Two Sigma Securities, LLC 0.06% New 5,054 $381K
LexAurum Advisors, LLC 0.05% Reduce -10.5% 5,049 $381K
Synergy Asset Management, LLC 0.01% New 5,046 $380K
Atlas Brown,Inc. 0.11% Reduce -4.2% 5,043 $380K
Everpar Advisors LLC 0.15% Reduce -1.3% 5,023 $379K
Factorial Partners, LLC 0.26% New 5,000 $377K
Shay Capital LLC 0.07% New 5,000 $377K
Private Capital Advisors, Inc. 0.04% No change 5,000 $377K
Virtue Capital Management, LLC 0.06% Reduce -40.1% 2,426 $377K
Aprio Wealth Management, LLC 0.04% Add +15.7% 4,997 $377K
Childress Capital Advisors, LLC 0.07% Add +32.1% 4,997 $377K
PDS Planning, Inc 0.03% Add +4.5% 4,994 $376K
Alliance Wealth Advisors, LLC 0.09% Reduce -0.1% 4,950 $373K
Tranquility Partners, LLC 0.13% New 4,937 $372K
Aspire Growth Partners LLC 0.27% Reduce -7.6% 4,925 $371K
Meadowbrook Wealth Management, LLC 0.39% — 4,925 $371K
Cornerstone Wealth Group, LLC 0.03% Add +27.6% 4,916 $371K
Catalyst Financial Partners LLC 0.04% Add +2.2% 4,906 $370K
Sonora Investment Management Group, LLC 0.03% Reduce -5.2% 4,880 $368K
Smithfield Trust Co 0.02% Reduce -0.4% 4,851 $367K
Meridian Financial Advisors, LLC 0.21% Reduce -11.2% 4,847 $365K
LaSalle St. Investment Advisors, LLC 0.07% Add +19.2% 4,847 $365K
Somerset Trust Co 0.11% Add +16.2% 4,831 $364K
Venturi Wealth Management, LLC 0.02% Add +28.4% 4,818 $363K
MASTERINVEST Kapitalanlage GmbH 0.04% Add +12.8% 4,812 $363K
Parr McKnight Wealth Management Group, LLC 0.05% Add +0.0% 4,810 $363K
Davidson Trust Co. 0.15% No change 4,807 $362K
Wealth Watch Advisors, INC 0.15% Reduce -7.7% 4,802 $362K
Larson Financial Group LLC 0.01% Reduce -0.6% 4,795 $362K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -5.2% 4,789 $361K
WBH Advisory Inc. 0.03% Add +1.7% 4,771 $360K
Mather Group, Llc. 0.00% New 4,748 $358K
Northside Capital Management, LLC 0.03% No change 4,740 $357K
Kathmere Capital Management, LLC 0.03% Add +56.7% 4,731 $357K
Corsicana & Co. 0.20% — 4,730 $357K
Denver PWM, LLC 0.11% No change 5,162 $356K
Earned Wealth Advisors, LLC 0.06% Add +59.4% 4,710 $355K
Sunpointe, LLC 0.13% Reduce -1.1% 4,710 $355K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -38.1% 4,696 $354K
Simplicity Wealth,LLC 0.02% Reduce -44.1% 4,694 $354K
Lantz Financial LLC 0.08% Add +33.9% 4,692 $354K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% Reduce -5.2% 4,286 $353K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -0.7% 4,677 $353K
Goelzer Investment Management, Inc. 0.02% Reduce -4.0% 4,670 $352K
Manchester Capital Management LLC 0.05% Add +0.6% 4,665 $352K
First American Trust, FSB 0.03% Add +10.1% 4,652 $351K
Northeast Investment Management 0.01% Add +10.0% 4,648 $350K
Cadence Bank 0.02% Add +0.0% 4,630 $349K
One Capital Management, LLC 0.01% Add +48.8% 4,625 $349K
Mma Asset Management LLC 0.12% Reduce -50.5% 4,618 $348K
Cadence Wealth Management LLC 0.18% No change 4,599 $347K
Element Wealth, LLC 0.15% Add +8.0% 4,564 $344K
Parkside Financial Bank & Trust 0.03% Reduce -12.7% 4,561 $344K
Petra Financial Advisors Inc. 0.20% Add +1.4% 4,554 $343K
Forum Private Client Group LLC 0.12% Add +0.1% 4,550 $343K
Ariston Services Group 0.21% No change 4,546 $343K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +367.8% 4,528 $341K
Waddell & Associates, LLC 0.03% New 4,527 $341K
Keystone Financial Planning, Inc. 0.10% No change 4,521 $341K
Cladis Investment Advisory, LLC 0.19% Reduce -2.7% 4,513 $340K
Plan Group Financial, LLC 0.09% Reduce -6.9% 4,512 $340K
Aviance Capital Partners, LLC 0.04% Add +0.0% 4,502 $339K
OneAscent Financial Services LLC 0.02% Reduce -20.2% 4,471 $337K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -5.5% 4,464 $337K
CFS Investment Advisory Services, LLC 0.03% New 4,105 $336K
Plimoth Trust Co. LLC 0.08% Reduce -11.3% 4,440 $335K
Souders Financial Advisors 0.04% Add +0.7% 4,418 $333K
Sterling Wealth Management, Inc. 0.10% Reduce -0.1% 4,368 $329K
Silver Oak Securities, Incorporated 0.02% Add +3.8% 4,340 $327K
Brown Miller Wealth Management, LLC 0.09% Add +0.1% 4,339 $327K
Pine Haven Investment Counsel, Inc 0.24% Reduce -3.9% 4,336 $327K
Pekin Hardy Strauss, Inc. 0.03% No change 4,325 $326K
Bridgewater Advisors Inc. 0.02% Add +5.5% 4,142 $326K
US Asset Management LLC 0.27% Reduce -0.4% 4,306 $325K
Icon Wealth Advisors, LLC 0.02% Reduce -38.7% 4,292 $324K
Compass Ion Advisors, LLC 0.03% Add +0.3% 4,288 $323K
Clayton Financial Group LLC 0.24% New 4,280 $323K
Rathbones Group PLC 0.00% Reduce -12.9% 4,278 $323K
Riggs Asset Managment Co. Inc. 0.07% Add +21285.0% 4,277 $322K
Bank Hapoalim BM 0.04% Add +8.8% 4,265 $322K
North Star Investment Management Corp. 0.02% Reduce -18.3% 4,270 $322K
First Western Trust Bank 0.01% Reduce -1.9% 4,252 $321K
Tompkins Financial Corp. 0.03% No change 4,238 $320K
Resonant Capital Advisors, LLC 0.02% Add +3.9% 4,233 $319K
Freestone Capital Holdings, LLC 0.01% Add +5.3% 4,216 $318K
Fortis Advisors, LLC 0.18% No change 4,200 $317K
Alteri Wealth LLC 0.11% Add +3.2% 4,195 $316K
Chase Investment Counsel Corp. 0.09% New 4,202 $316K
Legacy Financial Advisors, Inc. 0.04% Reduce -5.5% 4,176 $315K
Jackson Thornton Wealth Management, LLC 0.03% New 4,091 $315K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -0.1% 4,169 $314K
Wescott Financial Advisory Group, LLC 0.03% Add +0.8% 4,167 $314K
International Private Wealth Advisors LLC 0.20% Reduce -11.4% 4,149 $313K
Horizon Bancorp Inc. 0.15% Add +64.2% 4,137 $312K
Narwhal Capital Management 0.02% Reduce -8.5% 4,136 $312K
Keel Point, LLC 0.02% Add +9.1% 4,128 $311K
Winthrop Advisory Group LLC 0.03% New 4,118 $310K
Van Hulzen Asset Management, LLC 0.02% Reduce -4.5% 4,109 $310K
PSI Advisors, LLC 0.08% Reduce -30.3% 4,086 $308K
Walter & Keenan Wealth Management LLC /in/ 0.09% Reduce -0.9% 4,064 $306K
Oak Hill Wealth Advisors, LLC 0.06% Reduce -6.1% 4,054 $306K
Optas, LLC 0.05% Reduce -35.5% 4,052 $305K
Whitebox Advisors LLC 0.02% No change 4,050 $305K
Ballast Advisors LLC 0.08% No change 4,042 $305K
Alliance Wealth Advisors, LLC 0.15% Add +1.2% 4,028 $304K
Platform Technology Partners 0.07% Reduce -5.8% 4,024 $303K
Trek Financial, LLC 0.02% New 4,007 $302K
GW Henssler & Associates Ltd. 0.02% No change 4,007 $302K
BridgePort Financial Solutions, LLC 0.08% Add +32.0% 4,005 $302K
Parcion Private Wealth LLC 0.02% New 4,002 $302K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.16% No change 4,000 $302K
Shufro Rose & Co. LLC 0.02% Reduce -10.1% 4,450 $301K
Optivise Advisory Services LLC 0.18% Add +1.3% 3,997 $301K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -15.9% 3,990 $301K
Sentry LLC 0.07% Reduce -14.9% 3,984 $300K
Advyzon Investment Management, LLC 0.05% Add +27.4% 3,981 $300K
AXS Investments LLC 0.09% New 3,977 $300K
Platinum Investment Management Ltd. 0.02% Reduce -7.5% 3,970 $299K
Lesa Sroufe & Co 0.24% No change 3,965 $299K
Modern Wealth Management, LLC 0.01% Add +12.9% 3,961 $299K
First City Capital Management, Inc. 0.16% Reduce -13.9% 3,961 $299K
Curi Capital, LLC 0.01% Add +3.8% 3,959 $298K
Mission Wealth Management, LP 0.01% Reduce -0.1% 3,959 $298K
Cromwell Holdings LLC 0.16% Add +23.3% 3,928 $296K
Knights of Columbus Asset Advisors LLC 0.02% New 3,927 $296K
Seven Mile Advisory 0.05% New 3,910 $295K
SYM FINANCIAL Corp 0.03% Reduce -12.6% 3,884 $293K
Luken Investment Analytics, LLC 0.11% No change 3,881 $293K
Verity Asset Management, Inc. 0.09% New 3,844 $290K
First Interstate Bank 0.02% No change 3,838 $289K
Glen Eagle Advisors, LLC 0.04% Reduce -1.2% 3,834 $289K
Compass Wealth Management LLC 0.06% No change 3,834 $289K
Smith Chas P & Associates Pa Cpas 0.03% Add +0.3% 3,827 $289K
GeoWealth Management, LLC 0.01% Reduce -76.2% 3,826 $288K
True North Advisors, LLC 0.05% New 3,819 $288K
Federated Hermes, Inc. 0.00% Reduce -1.1% 3,817 $288K
Landaas & Co. /Wi 0.07% No change 3,794 $286K
Matrix Private Capital Group LLC 0.15% Reduce -16.4% 3,790 $286K
WealthBridge Capital Management, LLC 0.07% Add +0.9% 3,780 $285K
Financial Advisors Network, Inc. 0.04% Add +2.1% 3,778 $285K
Hoxton Planning & Management, LLC 0.09% Reduce -14.2% 3,757 $283K
Essential Partners LLC 0.09% Add +257.6% 3,755 $283K
Klingenstein Fields & Co. LP 0.01% No change 3,755 $283K
CoreCap Advisors, LLC 0.01% Reduce -6.7% 3,740 $282K
Valmark Advisers, Inc. 0.00% Add +8.5% 3,733 $281K
Cary Street Partners Investment Advisory LLC 0.12% Add +7.7% 3,728 $281K
Waldron Private Wealth LLC 0.01% No change 3,727 $281K
Thomasville National Bank 0.02% New 3,724 $281K
Marshall Investment Management, LLC 0.15% No change 3,705 $279K
Vicus Capital 0.02% Reduce -9.7% 3,702 $279K
Morningstar Investment Management LLC 0.01% Reduce -43.3% 3,690 $278K
JGP Wealth Management, LLC 0.03% New 3,586 $278K
Kanawha Capital Management LLC 0.02% Add +17.6% 3,678 $277K
JNBA Financial Advisors 0.03% Reduce -22.9% 3,678 $277K
AGH Wealth Advisors, LLC 0.20% Add +0.6% 3,677 $277K
Quest 10 Wealth Builders, Inc. 0.25% Reduce -0.6% 3,660 $276K
Axiom Financial Strategies, LLC 0.12% Add +9.7% 3,638 $274K
Tyche Wealth Partners LLC 0.05% Reduce -21.7% 3,635 $274K
Brown Wealth Management, LLC 0.08% Reduce -1.9% 3,629 $274K
Wealth Advisory Solutions, LLC 0.07% Reduce -21.4% 3,621 $273K
Trust Point Inc. 0.02% New 3,614 $272K
Nilsine Partners, LLC 0.02% New 3,608 $272K
Center For Asset Management LLC 0.15% New 3,607 $272K
Red Door Wealth Management, LLC 0.03% New 3,605 $272K
GFS Advisors, LLC 0.03% No change 3,600 $271K
Berkshire Asset Management LLC 0.01% Add +4.5% 3,598 $271K
Eagle Wealth Strategies LLC 0.14% Add +0.7% 3,598 $271K
Atom Investors LP 0.02% New 3,591 $271K
McIlrath & Eck, LLC 0.03% Add +5.8% 3,580 $270K
Kendall Capital Management 0.06% No change 3,580 $270K
Defined Wealth Management, LLC 0.16% Add +0.3% 3,576 $270K
Westmount Partners, LLC 0.07% No change 3,493 $269K
Palumbo Wealth Management LLC 0.09% New 3,995 $267K
waypoint wealth counsel 0.11% New 3,530 $266K
Bryn Mawr Trust Advisors, LLC 0.01% New 3,528 $266K
JFS Wealth Advisors, LLC 0.02% Reduce -29.4% 3,519 $265K
Register Financial Advisors LLC 0.10% Reduce -8.2% 3,498 $264K
IRON Financial LLC 0.13% New 3,494 $263K
VeraBank, N.A. 0.05% Reduce -12.2% 3,494 $263K
Trustco Bank Corp. N Y 0.24% Reduce -22.3% 3,485 $263K
Diversified Enterprises, LLC 0.02% Reduce -1.8% 3,483 $263K
BCS Wealth Management 0.06% Reduce -6.8% 3,478 $262K
Simmons Bank 0.02% Reduce -6.7% 3,478 $262K
HBW Advisory Services LLC 0.03% Add +10.0% 3,478 $262K
GK Wealth Management LLC 0.19% Add +1.5% 3,477 $262K
Stonebridge Capital Advisors LLC 0.02% Reduce -2.1% 3,465 $261K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.2% 3,461 $261K
Liberty Capital Management, Inc. 0.05% New 3,453 $260K
Klingman & Associates, LLC 0.01% Add +8.4% 3,447 $260K
CYBER HORNET ETFs LLC 0.17% Add +4.0% 3,442 $259K
LS Investment Advisors, LLC 0.04% Add +2.7% 3,440 $259K
T. Rowe Price Investment Management, Inc. 0.00% Add +32.8% 3,410 $258K
Belpointe Asset Management LLC 0.01% Reduce -16.2% 3,419 $258K
Capital Group Private Client Services, Inc. 0.00% No change 3,418 $258K
Guyasuta Investment Advisors Inc. 0.01% Reduce -27.7% 3,409 $257K
Board of the Pension Protection Fund 0.25% New 3,400 $256K
Holistic Financial Partners 0.10% Add +4.1% 3,397 $256K
Sepio Capital, LP 0.02% New 3,387 $255K
Ellis Investment Partners, LLC 0.05% Add +1.0% 3,385 $255K
Requisite Capital Management, LLC 0.04% New 3,382 $255K
Cercano Management LLC 0.01% No change 3,382 $255K
Laraway Financial Advisors Inc 0.17% Add +9.6% 3,381 $255K
Revolve Wealth Partners, LLC 0.03% Add +15.0% 3,380 $255K
Coppell Advisory Solutions LLC 0.03% Add +12.0% 3,361 $254K
Independence Bank of Kentucky 0.03% Reduce -56.3% 3,354 $253K
Key Financial Inc 0.05% Add +0.1% 3,286 $253K
New Covenant Trust Company, N.A. 0.23% Reduce -2.3% 3,343 $252K
Main Street Financial Solutions, LLC 0.02% New 3,336 $251K
Strategic Wealth Partners, Ltd. 0.02% Reduce -5.9% 3,323 $250K
DLK Investment Management, LLC 0.09% New 3,317 $250K
Penobscot Investment Management Company, Inc. 0.02% No change 3,311 $250K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -16.5% 3,303 $249K
Legacy Advisors, LLC 0.03% — 3,300 $249K
Blackston Financial Advisory Group, LLC 0.15% New 3,286 $248K
LVW Advisors, LLC 0.03% Add +3.5% 3,283 $248K
Sentry Investment Management LLC 0.16% New 3,195 $246K
Stonebrook Private Inc. 0.05% New 3,245 $245K
AA Financial Advisors, LLC 0.05% Reduce -1.2% 3,242 $244K
First Bancorp, Inc 0.13% New 3,210 $242K
Accredited Wealth Management, LLC 0.18% Reduce -94.6% 175 $241K
Rossby Financial, LCC 0.08% Add +12.2% 3,122 $240K
Nichols & Pratt Advisers LLP 0.02% Reduce -96.9% 3,183 $240K
Holderness Investments Co. 0.05% Reduce -12.0% 3,169 $239K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -7.5% 3,168 $239K
Topsail Wealth Management, LLC 0.04% Reduce -36.7% 3,154 $238K
Hemenway Trust Co LLC 0.02% No change 3,153 $238K
Tower Bridge Advisors 0.02% Reduce -42.2% 3,152 $238K
Sivia Capital Partners, LLC 0.07% New 3,148 $237K
Peddock Capital Advisors, LLC 0.05% Reduce -26.2% 3,141 $237K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -0.9% 3,133 $236K
Realta Investment Advisors 0.08% No change 3,127 $236K
Connecticut Wealth Management, LLC 0.01% Reduce -15.5% 3,125 $236K
MIdWestOne Financial Group, Inc. 0.03% Reduce -0.5% 3,119 $235K
Joel Isaacson & Co., LLC 0.01% New 3,118 $235K
Great Point Wealth Advisors, LLC 0.04% — 3,106 $234K
Seamount Financial Group Inc. 0.11% New 3,100 $234K
CenterStar Asset Management, LLC 0.44% New 3,095 $233K
Sentinel Trust Co. Lba 0.02% No change 3,095 $233K
Tritonpoint Wealth, LLC 0.02% Add +0.4% 3,075 $232K
Western Wealth Management, LLC 0.01% Reduce -1.6% 3,071 $232K
Lyell Wealth Management, LP 0.02% No change 3,070 $231K
Texas Bank & Trust Co 0.09% Reduce -68.1% 3,062 $231K
Secure Asset Management, LLC 0.04% Add +1.3% 2,996 $230K
Diversified Trust Co. 0.00% Reduce -58.7% 3,047 $230K
Ipswich Investment Management Co., Inc. 0.05% No change 3,039 $229K
First Heartland Consultants, Inc. 0.02% Add +1.1% 3,038 $229K
SBI Securities Co., Ltd. 0.01% Reduce -17.2% 3,021 $228K
Windsor Capital Management, LLC 0.06% Reduce -0.8% 3,010 $227K
American National Bank of Texas 0.21% — 3,000 $226K
Birch Capital Management, LLC 0.12% Reduce -27.8% 2,988 $225K
Lighthouse Financial LLC 0.15% No change 2,979 $225K
TT Capital Management LLC 0.17% Reduce -27.4% 2,973 $224K
Wolverine Asset Management LLC 0.02% New 2,922 $220K
Capital City Trust Co. 0.05% Reduce -11.5% 2,915 $220K
Integrated Investment Consultants, LLC 0.04% Reduce -17.1% 2,903 $219K
First Financial Bankshares Inc 0.00% New 2,903 $219K
Middleton & Co. Inc. 0.02% Reduce -6.5% 2,900 $219K
Weil Company, Inc. 0.05% Reduce -0.2% 2,899 $219K
Arvest Bank Trust Division 0.01% New 2,889 $218K
Sunburst Financial Group, LLC 0.05% New 2,889 $218K
WealthShield Partners, LLC 0.02% New 2,888 $218K
Howe & Rusling Inc. 0.01% Reduce -5.4% 2,883 $217K
Moss Adams Wealth Advisors LLC 0.02% New 2,881 $217K
Wealth Architects, LLC 0.02% New 2,880 $217K
Acorns Advisers, LLC 0.00% New 2,884 $217K
Traphagen Investment Advisors LLC 0.02% New 2,874 $217K
Genesis Private Wealth, LLC 0.09% New 2,873 $217K
LeClair Wealth Partners LLC 0.13% New 2,870 $216K
L.M. Kohn & Company 0.26% Reduce -32.6% 2,850 $215K
Tiemann Investment Advisors, LLC 0.08% New 2,849 $215K
Resurgent Financial Advisors LLC 0.11% New 2,846 $215K
Alpha Family Trust 0.10% Reduce -46.3% 2,840 $214K
Institute for Wealth Management, LLC. 0.02% Reduce -12.3% 2,833 $214K
McAdam, LLC 0.01% New 2,832 $214K
Formidable Asset Management, LLC 0.03% Reduce -31.5% 3,095 $214K
Full Sail Capital, LLC 0.01% New 2,816 $212K
Clarion Wealth Managment Partners, LLC 0.21% Reduce -7.7% 2,812 $212K
FNY Investment Advisers, LLC 0.07% Add +319.6% 2,807 $211K
Northwest Bancshares, Inc. 0.04% New 2,794 $211K
Azimuth Capital Investment Management LLC 0.01% New 2,793 $211K
White Pine Capital LLC 0.06% New 2,787 $210K
Sound Income Strategies, LLC 0.01% Reduce -1.4% 2,736 $210K
DT Investment Partners, LLC 0.02% No change 2,777 $209K
HFG Advisors, Inc. 0.15% New 2,773 $209K
Spartan Planning & Wealth Management 0.16% New 2,770 $209K
Avalon Trust Co 0.01% New 2,766 $209K
Tempus Wealth Planning, LLC 0.05% Reduce -5.6% 2,765 $208K
Shulman DeMeo Asset Management LLC 0.05% New 2,760 $208K
Tranquilli Financial Advisor LLC 0.12% New 2,760 $208K
Clarius Group, LLC 0.01% Reduce -23.7% 2,755 $208K
Perennial Investment Advisors, LLC 0.02% New 2,754 $208K
Fielder Capital Group LLC 0.05% New 2,752 $207K
Next Level Private LLC 0.06% New 2,695 $207K
Centurion Wealth Management LLC 0.05% New 2,746 $207K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% New 2,743 $207K
Keystone Financial Services 0.06% New 2,742 $207K
Guardian Wealth Advisors, LLC / NC 0.01% New 2,740 $207K
1620 Investment Advisors, Inc. 0.14% Add +6.1% 2,736 $206K
VestGen Advisors, LLC 0.01% New 2,734 $206K
Advisor OS, LLC 0.02% Reduce -26.9% 2,728 $206K
Long Island Wealth Management, Inc. 0.10% New 2,728 $206K
Signet Financial Management, LLC 0.02% New 2,723 $205K
PFG Advisors 0.01% New 2,716 $205K
Blue Barn Wealth, LLC 0.09% New 2,711 $204K
W Advisors, LLC 0.11% New 2,708 $204K
Catalyst Funds Management Pty Ltd 0.03% New 2,700 $204K
Sky Investment Group LLC 0.04% New 2,698 $203K
Medallion Wealth Advisors, LLC 0.07% Add +0.3% 2,697 $203K
Stratos Investment Management, LLC 0.01% New 2,689 $203K
Sax Wealth Advisors, LLC 0.01% New 2,681 $202K
Up Strategic Wealth Investment Advisors LLC 0.15% New 2,504 $202K
Lord, Abbett & Co. LLC 0.00% Reduce -11.5% 2,668 $201K
Fiduciary Group, LLC 0.02% New 2,662 $201K
North Star Asset Management Inc. 0.01% New 2,662 $201K
180 Wealth Advisors, LLC 0.02% New 2,656 $200K
Avantax Planning Partners, Inc. 0.01% New 2,656 $200K
Sutton Place Investors LLC 0.11% New 2,655 $200K
Circle Wealth Management, LLC 0.00% New 2,654 $200K
Ameriflex Group, Inc. 0.07% Add +361.2% 2,624 $198K
Palisade Asset Management, LLC 0.02% Reduce -16.0% 2,602 $196K
BNP Paribas 0.01% Add +160.0% 2,600 $196K
Meeder Asset Management Inc. 0.01% Add +847.6% 2,568 $194K
Caldwell Sutter Capital, Inc. 0.08% Add +0.7% 2,512 $189K
Clear Investment Research, LLC 0.25% No change 2,436 $184K
Vinland Capital Management Gestora de Recursos LTDA. 2.33% New 2,395 $181K
Tortoise Investment Management, LLC 0.02% Add +1.4% 2,311 $174K
Optimum Investment Advisors 0.07% Reduce -14.9% 2,302 $174K
Centaurus Financial, Inc. 0.01% Reduce -9.8% 2,287 $172K
Grove Bank & Trust 0.02% Add +4.6% 2,261 $170K
Salomon & Ludwin, LLC 0.02% Add +40.6% 2,195 $170K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.4% 2,157 $163K
Creative Financial Designs Inc. 0.01% Add +0.2% 2,123 $160K
Ameritas Advisory Services, LLC 0.01% Reduce -64.0% 2,114 $159K
City State Bank 0.05% Reduce -8.6% 2,105 $159K
Quent Capital, LLC 0.01% New 2,062 $155K
Steigerwald, Gordon & Koch Inc. 0.01% New 2,038 $154K
Armstrong Advisory Group, Inc. 0.01% Reduce -8.4% 2,011 $152K
Roble, Belko & Company, Inc 0.02% No change 2,006 $151K
Robbins Farley 0.06% No change 2,000 $151K
ESL Trust Services, LLC 0.03% No change 2,000 $151K
Duncker Streett & Co. Inc. 0.03% Reduce -2.5% 1,960 $148K
Oakworth Capital, Inc. 0.01% No change 1,949 $147K
Johnson Financial Group, Inc. 0.01% Add +94.9% 1,928 $145K
HighMark Wealth Management LLC 0.06% Add +1.1% 1,917 $145K
Evelyn Partners Investment Management LLP 0.00% No change 1,800 $136K
GPS Wealth Strategies Group, LLC 0.01% No change 1,790 $135K
Mark Sheptoff Financial Planning, LLC 0.06% No change 1,783 $134K
Legacy Bridge, LLC 0.06% No change 1,775 $134K
Proathlete Wealth Management LLC 0.04% Add +1.0% 1,753 $132K
Asset Dedication, LLC 0.01% Add +5.8% 1,741 $131K
NFSG Corp 0.02% Reduce -2.6% 1,700 $128K
Gifford Fong Associates 0.03% No change 1,675 $126K
Centennial Bank 0.05% No change 1,666 $126K
Bruce G. Allen Investments, LLC 0.09% Add +0.4% 1,661 $125K
Prestige Wealth Management Group LLC 0.02% No change 1,660 $125K
Pinney & Scofield, Inc. 0.08% Reduce -16.4% 1,657 $125K
Nemes Rush Group LLC 0.01% Reduce -5.8% 1,640 $124K
Sittner & Nelson, LLC 0.04% Add +164.7% 1,607 $121K
North Capital, Inc. 0.09% Reduce -0.2% 1,591 $120K
2UniFi Bank 0.06% Reduce -29.1% 1,572 $119K
MCF Advisors LLC 0.01% Add +212.7% 1,482 $112K
Leonteq Securities AG 0.01% New 1,471 $111K
Valley National Advisers Inc. 0.02% Reduce -32.9% 1,467 $110K
Ameliora Wealth Management Ltd. 0.04% New 1,440 $109K
Bayforest Capital Ltd 0.05% Add +353.3% 1,428 $108K
Eisler Capital Management Ltd. 0.00% Reduce -89.5% 1,405 $106K
Hudson Bay Capital Management LP 0.00% Reduce -59.9% 1,358 $102K
WFA Asset Management Corp 0.06% Reduce -2.6% 1,620 $102K
Motco 0.01% Add +297.6% 1,348 $102K
Loomis Sayles & Co. L P 0.00% Reduce -19.7% 1,344 $101K
Center for Financial Planning, Inc. 0.01% No change 1,341 $101K
Frazier Financial Advisors, LLC 0.06% Add +0.1% 1,340 $101K
Arlington Trust Co LLC 0.02% Reduce -18.6% 1,336 $101K
Golden State Wealth Management, LLC 0.01% Add +9.1% 1,329 $100K
Hilltop National Bank 0.02% No change 1,325 $100K
Peoples Financial Services Corp. 0.05% Reduce -19.2% 1,324 $100K
Colonial Trust Co / SC 0.01% Add +2.5% 1,320 $99K
United Community Bank 0.03% Reduce -16.5% 1,317 $99K
Ogorek Anthony Joseph /NY/ 0.03% Reduce -2.3% 1,292 $97K
Groupe la Francaise 0.00% New 1,500 $97K
Cape Investment Advisory, Inc. 0.09% Reduce -4.5% 1,248 $94K
Pinnacle Bancorp, Inc. 0.03% Add +160.5% 1,219 $92K
JPL Wealth Management, LLC 0.02% New 1,214 $92K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -29.4% 1,187 $89K
Coston, McIsaac & Partners 0.02% Add +0.3% 1,187 $89K
CNB Bank 0.04% Add +21.3% 1,179 $89K
Blue Bell Private Wealth Management, LLC 0.01% Add +33.2% 1,179 $89K
WFA of San Diego, LLC 0.06% Reduce -6.0% 1,177 $89K
First Pacific Financial 0.01% Reduce -44.7% 1,171 $88K
Silvant Capital Management LLC 0.00% No change 1,169 $88K
Evelyn Partners Investment Management Services Ltd 0.01% New 1,155 $87K
Rise Advisors, LLC 0.03% Add +4.2% 1,152 $87K
Provenance Wealth Advisors, LLC 0.01% No change 1,151 $87K
Clean Yield Group 0.02% No change 1,140 $86K
Sachetta, LLC 0.03% Add +26.4% 1,136 $86K
HHM Wealth Advisors, LLC 0.01% Reduce -10.1% 1,130 $85K
Ball & Co Wealth Management Inc. 0.06% Add +1.1% 1,137 $85K
Smallwood Wealth Investment Management, LLC 0.04% No change 1,117 $84K
True Wealth Design, LLC 0.02% Add +156.8% 1,071 $81K
Capital Analysts, LLC 0.00% Reduce -13.6% 1,064 $80K
Y.D. More Investments Ltd 0.00% No change 1,040 $78K
Jackson, Grant Investment Advisers, Inc. 0.03% New 1,000 $75K
Hoey Investments, Inc. 0.01% Add +66.7% 1,000 $75K
LFA - Lugano Financial Advisors SA 0.04% Reduce -12.3% 1,000 $75K
Financial Network Wealth Advisors LLC 0.08% Add +5.5% 983 $74K
New England Capital Financial Advisors LLC 0.03% Add +0.5% 976 $74K
City Holding Co. 0.01% Add +1.7% 976 $74K
Millstone Evans Group, LLC 0.04% Reduce -12.3% 928 $70K
GW&K Investment Management, LLC 0.00% Reduce -4.3% 917 $69K
Piscataqua Savings Bank 0.05% Reduce -21.9% 915 $69K
Bangor Savings Bank 0.01% No change 905 $68K
Future Financial Wealth Managment LLC 0.04% Reduce -71.2% 887 $67K
Caldwell Trust Co 0.01% Add +39.5% 879 $66K
Glass Jacobson Investment Advisors llc 0.02% Add +1.1% 845 $64K
PFS Partners, LLC 0.03% Add +4.9% 839 $63K
First Command Advisory Services, Inc. 0.00% Reduce -8.1% 835 $63K
Towne Trust Company, N.A 0.02% No change 833 $63K
Park Place Capital Corp 0.01% Add +1.9% 828 $62K
Hemington Wealth Management 0.01% Add +6.9% 834 $62K
Capital Advisors, Ltd. LLC 0.01% Reduce -9.2% 819 $62K
Delta Asset Management LLC 0.01% No change 820 $62K
New Millennium Group LLC 0.03% New 817 $62K
Lummis Asset Management, LP 0.04% No change 800 $60K
Keener Financial Planning LLC 0.03% No change 783 $59K
Clearstead Trust, LLC 0.01% Reduce -1.6% 779 $59K
Covestor Ltd 0.03% Reduce -3.2% 724 $55K
ORG Partners LLC 0.01% Add +54.0% 719 $54K
Financial Perspectives, Inc 0.01% No change 708 $53K
Indiana Trust & Investment Management Co 0.02% No change 706 $53K
MPWM Advisory Solutions, LLC 0.03% Add +40.0% 700 $53K
Heritage Wealth Advisors 0.00% No change 700 $53K
SJS Investment Consulting Inc. 0.01% Add +1538.1% 688 $52K
Plante Moran Financial Advisors, LLC 0.00% Add +4.3% 662 $50K
Financial Life Planners 0.03% New 656 $49K
Wolff Wiese Magana LLC 0.03% No change 651 $49K
Hanson & Doremus Investment Management 0.01% Add +30.6% 653 $49K
West Branch Capital LLC 0.01% No change 640 $48K
Physician Wealth Advisors, Inc. 0.01% Add +132.1% 636 $48K
Bogart Wealth, LLC 0.00% Add +0.8% 618 $47K
MV Capital Management, Inc. 0.00% Reduce -12.5% 615 $46K
Rosenberg Matthew Hamilton 0.01% No change 608 $46K
PARK CIRCLE Co 0.04% Reduce -40.0% 600 $45K
Murphy & Mullick Capital Management Corp 0.03% Reduce -51.3% 599 $45K
TFC Financial Management, Inc. 0.01% Add +9.5% 586 $44K
Flagship Wealth Advisors, LLC 0.01% Add +67.0% 581 $44K
Colonial Trust Advisors 0.00% Add +130.1% 573 $43K
First Community Trust NA 0.03% No change 562 $42K
AllSquare Wealth Management LLC 0.02% No change 550 $41K
Pacifica Partners Inc. 0.01% Add +30.2% 534 $41K
Cornerstone Planning Group LLC 0.01% Add +6.6% 532 $41K
Chesapeake Asset Management LLC 0.04% No change 540 $41K
Atwood & Palmer Inc. 0.00% Reduce -34.8% 535 $40K
VSM Wealth Advisory, LLC 0.01% No change 525 $40K
Mascoma Wealth Management LLC 0.01% No change 523 $39K
Main Street Group, LTD 0.01% Reduce -60.5% 522 $39K
Canton Hathaway, LLC 0.01% Add +9.3% 507 $38K
Pillar Financial Advisors, LLC 0.02% No change 500 $38K
Gables Capital Management Inc. 0.02% No change 500 $38K
First Financial Corp. 0.01% Reduce -16.7% 500 $38K
Princeton Global Asset Management LLC 0.01% Reduce -50.0% 499 $38K
Painted Porch Advisors LLC 0.01% No change 490 $37K
Standard Family Office LLC 0.04% No change 488 $37K
SOA Wealth Advisors, LLC. 0.01% Add +36.9% 486 $37K
Battery Global Advisors, LLC 0.02% No change 478 $36K
Costello Asset Management, INC 0.01% Reduce -16.9% 476 $36K
WPG Advisers, LLC 0.03% Add +14.7% 467 $35K
Roxbury Financial LLC 0.03% Add +0.2% 461 $35K
Stone House Investment Management, LLC 0.01% Reduce -13.8% 444 $33K
Front Row Advisors LLC 0.01% Reduce -3.7% 439 $33K
Harbor Asset Planning, Inc. 0.03% No change 438 $33K
Boyd Watterson Asset Management LLC 0.01% No change 435 $33K
Riverview Trust Co 0.04% No change 418 $32K
Transamerica Financial Advisors, LLC 0.00% Add +13833.3% 418 $32K
TD Capital Management LLC 0.00% Reduce -2.3% 417 $31K
Washington Trust Advisors, Inc. 0.00% No change 413 $31K
WealthCollab, LLC 0.01% Add +9.3% 411 $31K
Whipplewood Advisors, LLC 0.02% Reduce -34.3% 400 $30K
Vermillion Wealth Management, Inc. 0.01% No change 400 $30K
American National Bank & Trust 0.00% No change 400 $30K
Corundum Trust Company, INC 0.06% New 382 $29K
Cornerstone National Bank & Trust Co 0.01% Reduce -25.0% 378 $28K
Steph & Co. 0.01% Add +39.1% 377 $28K
Boreal Capital Management LLC 0.03% Add +82.0% 373 $28K
Syntax Research, Inc. 0.02% No change 371 $28K
Cedar Mountain Advisors, LLC 0.01% No change 371 $28K
Granite FO LLC 0.01% No change 350 $26K
Caitong International Asset Management Co., Ltd 0.02% Add +407.3% 350 $26K
BankPlus Trust Department 0.01% Reduce -7.5% 346 $26K
FSA Wealth Management LLC 0.01% Add +0.3% 346 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 350 $26K
Harbor Capital Advisors, Inc. 0.00% Add +72.1% 339 $26K
Dunhill Financial, LLC 0.01% No change 344 $26K
Core Alternative Capital 0.01% No change 339 $26K
Highline Wealth Partners LLC 0.01% Add +5.6% 337 $25K
North Ridge Wealth Advisors, Inc. 0.01% No change 334 $25K
Hopwood Financial Services, Inc. 0.02% Reduce -57.5% 333 $25K
Altshuler Shaham Ltd 0.00% Add +16.9% 325 $25K
Seneschal Advisors, LLC 0.02% New 321 $24K
Private Wealth Management Group, LLC 0.01% Reduce -0.6% 320 $24K
Mb, Levis & Associates, LLC 0.01% Add +1.0% 313 $24K
CoreFirst Bank & Trust 0.01% No change 302 $23K
Chung Wu Investment Group, LLC 0.02% New 300 $23K
Bell Investment Advisors, Inc 0.00% Reduce -58.2% 296 $22K
Bank & Trust Co 0.02% No change 285 $21K
Vermillion & White Wealth Management Group, LLC 0.01% Add +0.7% 281 $21K
Harbor Investment Advisory, LLC 0.00% Reduce -6.1% 275 $21K
Sherman Asset Management, Inc. 0.02% No change 274 $21K
Howard Hughes Medical Institute 0.01% No change 272 $21K
Lowe Wealth Advisors, LLC 0.01% Add +0.8% 270 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -97.8% 263 $20K
Kennebec Savings Bank 0.02% No change 252 $19K
Pacific Center for Financial Services 0.00% No change 250 $19K
Fortis Group Advisors, LLC 0.00% No change 250 $19K
Financial Consulate, Inc. 0.00% New 250 $19K
Activest Wealth Management 0.00% Add +33.0% 246 $19K
SWAN Capital LLC 0.01% No change 242 $18K
Avion Wealth 0.00% Reduce -37.1% 239 $18K
Red Tortoise LLC 0.01% Add +1.3% 232 $17K
Westfuller Advisors, LLC 0.01% New 231 $17K
Compass Financial Services Inc 0.01% No change 231 $17K
Imprint Wealth LLC 0.05% — 227 $17K
Consultiva Wealth Management, Corp. 0.05% No change 222 $17K
Fortitude Family Office, LLC 0.00% Add +10.4% 222 $17K
Promus Capital, LLC 0.01% No change 217 $16K
Union Bancaire Privee, UBP SA 0.00% No change 213 $16K
Financial Management Professionals, Inc. 0.00% Reduce -3.6% 214 $16K
Teachers Insurance & Annuity Association of America 0.02% New 213 $16K
Bfsg, LLC 0.00% New 209 $16K
Strategic Investment Solutions, Inc. 0.00% No change 208 $16K
Cherry Tree Wealth Management, LLC 0.00% No change 202 $15K
Trust Co 0.00% Reduce -39.3% 202 $15K
Atlantic Private Wealth, LLC 0.01% No change 200 $15K
Elevation Wealth Partners, LLC 0.01% Add +185.7% 200 $15K
Pension & Wealth Management Advisors, Inc. 0.00% No change 200 $15K
Centerpoint Advisors, LLC 0.00% No change 200 $15K
Abound Wealth Management 0.00% Add +0.5% 195 $15K
Aventura Private Wealth, LLC 0.01% Add +242.9% 192 $14K
Dogwood Wealth Management LLC 0.01% Add +32.6% 191 $14K
Crowley Wealth Management, Inc. 0.01% No change 185 $14K
Country Trust Bank 0.00% Reduce -20.6% 181 $14K
Kilter Group LLC 0.01% Add +2.3% 176 $13K
DHJJ Financial Advisors, Ltd. 0.00% Add +0.6% 174 $13K
Rialto Wealth Management, LLC 0.00% No change 172 $13K
Financial Freedom, LLC 0.01% Add +1.3% 159 $12K
Maryland Capital Advisors Inc. 0.00% Reduce -37.3% 155 $12K
American Wealth Advisors, LLC 0.01% — 154 $12K
DiNuzzo Private Wealth, Inc. 0.00% Add +1.3% 156 $11K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% No change 150 $11K
Kelleher Financial Advisors 0.00% New 150 $11K
Hollencrest Capital Management 0.00% No change 150 $11K
Bellevue Asset Management, LLC 0.01% Add +50.0% 150 $11K
Hager Investment Management Services, LLC 0.01% New 149 $11K
Chilton Capital Management LLC 0.00% Reduce -72.2% 135 $10K
Horizon Financial Services, LLC 0.00% Reduce -64.7% 131 $10K
Hughes Financial Services, LLC 0.00% Add +20.0% 126 $10K
Creekmur Asset Management LLC 0.00% No change 128 $10K
Miller Wealth Advisors, LLC 0.00% No change 125 $9K
Mizuho Markets Cayman LP 0.00% Reduce -99.9% 125 $9K
Global Trust Asset Management, LLC 0.00% Reduce -44.6% 124 $9K
Raffa Wealth Management, LLC 0.00% Add +14.8% 124 $9K
Evolution Wealth Management Inc. 0.01% Add +258.8% 122 $9K
Mountain Hill Investment Partners Corp. 0.01% Add +476.2% 121 $9K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -20.5% 120 $9K
Cloud Capital Management, LLC 0.00% New 122 $9K
Minot DeBlois Advisors LLC 0.01% No change 119 $9K
Bernard Wealth Management Corp. 0.00% No change 117 $9K
Clark Wealth Partners 0.01% Add +67.2% 107 $8K
Marquette Asset Management, LLC 0.00% New 110 $8K
Collier Financial 0.01% — 108 $8K
Dynamic Wealth Strategies, LLC 0.01% No change 107 $8K
HFM Investment Advisors, LLC 0.00% Add +0.9% 106 $8K
Ascentis Wealth Management, LLC 0.00% No change 101 $8K
Cedar Wealth Management, LLC 0.00% Reduce -5.6% 101 $8K
KERR FINANCIAL PLANNING Corp 0.01% — 95 $8K
Nalls Sherbakoff Group, LLC 0.01% No change 100 $8K
Richardson Capital Management LLC 0.00% No change 100 $8K
Horrell Capital Management, Inc. 0.00% No change 100 $8K
TruNorth Capital Management, LLC 0.00% No change 100 $8K
Beaird Harris Wealth Management, LLC 0.00% Add +14.1% 97 $7K
Darwin Wealth Management, LLC 0.00% Add +9.0% 97 $7K
Global Wealth Strategies & Associates 0.00% No change 94 $7K
Foster Dykema Cabot & Partners, LLC 0.00% Add +248.2% 94 $7K
Penserra Capital Management LLC 0.00% Add +2.9% 105 $7K
Comprehensive Financial Planning, Inc. 0.00% No change 91 $7K
Crewe Advisors LLC 0.00% New 90 $7K
JDM Financial Group LLC 0.00% No change 90 $7K
Alerus Financial NA 0.00% No change 89 $7K
Hurley Capital, LLC 0.00% New 82 $6K
Wealth Preservation Advisors, LLC 0.00% No change 78 $6K
Anfield Capital Management, LLC 0.00% Reduce -19.8% 73 $6K
Rakuten Securities, Inc. 0.00% Add +33.3% 72 $5K
Robinswood Financial LLC 0.00% No change 72 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 71 $5K
Kozak & Associates, Inc. 0.00% Add +1.6% 65 $5K
Aspect Partners, LLC 0.00% Reduce -75.1% 62 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +27.7% 60 $5K
DecisionPoint Financial, LLC 0.00% No change 58 $4K
Principia Wealth Advisory, LLC 0.00% Add +1.7% 59 $4K
Binnacle Investments Inc 0.00% Add +200.0% 57 $4K
Pineridge Advisors LLC 0.00% Reduce -21.7% 54 $4K
Old Second National Bank of Aurora 0.00% No change 52 $4K
Kings Path Partners LLC 0.00% New 50 $4K
Stephens Consulting, LLC 0.00% Reduce -43.8% 50 $4K
N.E.W. Advisory Services LLC 0.00% Reduce -44.4% 45 $3K
Nvwm, LLC 0.00% Reduce -14.3% 42 $3K
Catherine Avery Investment Management LLC 0.00% No change 41 $3K
Winnacle Wealth LLC 0.00% New 40 $3K
Richardson Financial Services Inc. 0.00% New 40 $3K
IMG Wealth Management, Inc. 0.00% No change 39 $3K
Fairscale Capital, LLC 0.00% No change 39 $3K
WestEnd Advisors, LLC 0.00% Reduce -29.6% 38 $3K
Tripletail Wealth Management, LLC 0.00% New 34 $3K
Grey Fox Wealth Advisors, LLC 0.00% New 33 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 32 $2K
Texas Capital Bancshares Inc 0.00% New 30 $2K
PayPay Securities Corp 0.08% Add +20.8% 29 $2K
Graney & King, LLC 0.00% No change 29 $2K
Turning Point Benefit Group, Inc. 0.00% New 28 $2K
Legacy Wealth Managment, LLC 0.00% No change 28 $2K
J.Safra Asset Management Corp 0.00% Reduce -12.5% 28 $2K
Nova Wealth Management, Inc. 0.00% Reduce -4.0% 24 $2K
American Capital Advisory, LLC 0.00% Reduce -4.0% 24 $2K
Bare Financial Services, Inc 0.00% Add +33.3% 24 $2K
Tradewinds Capital Management, LLC 0.00% No change 23 $2K
Heartwood Wealth Advisors LLC 0.00% New 22 $2K
Quaker Wealth Management, LLC 0.00% No change 22 $2K
Financial Gravity Asset Management, Inc. 0.00% — 21 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 19 $1K
Albion Financial Group 0.00% No change 17 $1K
Guerra Advisors Inc 0.00% New 16 $1K
Caitlin John, LLC 0.00% New 15 $1K
Hara Capital LLC 0.00% No change 14 $1K
Ulland Investment Advisors, LLC 0.00% Reduce -96.5% 11 $1K
Clarity Asset Management, Inc. 0.00% No change 12 $932
Davis Capital Management 0.00% — 11 $829
Breakwater Investment Management 0.00% New 8 $604
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 8 $603
High Note Wealth, LLC 0.00% New 8 $603
Fairman Group, LLC 0.00% No change 5 $377
Family Legacy Financial Solutions, LLC 0.00% No change 3 $259
Bear Mountain Capital, Inc. 0.00% New 3 $249
RMG Wealth Management LLC 0.00% No change 2 $177
ROSS\JOHNSON & Associates LLC 0.00% No change 2 $151
Wiser Advisor Group LLC 0.00% New 1 $83
IMA Advisory Services, Inc. 0.00% New 1 $75

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