CVS HealthCVS

13F holders, Q1 2026 (March 31)
1,879holders −72
128new positions
192sold out
15famous investors
$71.80avg. 13F price*

At the end of Q1 2026, 1,879 institutions reported holding CVS Health Corp. (CVS) in their 13F filings, down 72 from Q4 2025. 128 opened new positions and 192 sold out. The largest holders were BlackRock, Inc. ($9.0B), Vanguard Capital Management LLC ($5.9B) and Capital World Investors ($5.5B). 15 famous investors held it, including Prem Watsa (10.0% of Fairfax Financial Holdings's portfolio), John W. Rogers Jr. (0.6% of Ariel Investments's portfolio) and Ken Griffin (0.3% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions128$250.5M
Exits192$885.9M

All 13F filers, Q4 2025 → Q1 2026: 77,212,826 shares bought and 81,145,751 shares sold, net −3,932,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,879 holders

BlackRock, Inc. 0.16% Add +4.1% 125,919,853 $9.0B
Vanguard Capital Management LLC 0.15% — 82,650,076 $5.9B
Capital World Investors 0.76% Add +14.2% 77,248,642 $5.5B
State Street Corp. 0.15% Reduce -1.4% 59,322,181 $4.3B
Dodge & Cox 2.04% Reduce -17.2% 51,780,116 $3.7B
FMR LLC 0.12% Reduce -23.9% 31,196,890 $2.2B
Geode Capital Management, LLC 0.13% Add +1.4% 29,459,042 $2.1B
JPMorgan Chase & Co. 0.14% Reduce -5.4% 29,527,125 $2.1B
Vanguard Portfolio Management LLC 0.10% — 25,997,348 $1.9B
Invesco Ltd. 0.18% Add +4.7% 25,138,946 $1.8B
T. Rowe Price Associates Inc. 0.20% Add +44.6% 23,783,145 $1.7B
Wellington Management Group LLP 0.30% Add +21.6% 22,567,732 $1.6B
Capital Research Global Investors 0.22% Add +66.2% 20,012,332 $1.4B
Morgan Stanley 0.08% Reduce -12.5% 17,825,122 $1.3B
Capital International Investors 0.26% Reduce -44.2% 15,392,222 $1.1B
Pzena Investment Management LLC 3.21% Reduce -11.6% 13,773,053 $989.2M
Charles Schwab Investment Management Inc. 0.15% Reduce -1.3% 13,674,925 $983.2M
Goldman Sachs Group Inc. 0.12% Add +53.7% 12,639,801 $907.8M
Davis Selected Advisers 4.04% Reduce -4.1% 12,239,666 $879.1M
Northern Trust Corp. 0.11% Reduce -1.6% 11,641,549 $836.1M
Legal & General Group Plc 0.16% Add +2.2% 9,515,723 $683.4M
Bank of America Corp. 0.05% Reduce -0.7% 9,351,969 $671.7M
Bank of New York Mellon Corp 0.12% Reduce -0.9% 9,030,161 $648.5M
Royal Bank of Canada 0.12% Reduce -3.0% 8,984,614 $645.3M
Ameriprise Financial Inc. 0.15% Add +11.2% 8,954,534 $643.1M
Clearbridge Investments, LLC 0.55% Reduce -0.2% 8,774,708 $630.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Reduce -0.2% 8,298,098 $596.0M
Glenview Capital Management, LLC 15.94% No change 8,196,799 $588.7M
Wells Fargo & Company 0.12% Add +18.1% 8,111,035 $582.5M
Amundi 0.14% Add +26.5% 7,370,938 $529.4M
Dimensional Fund Advisors LP 0.11% Add +3.0% 7,197,464 $516.8M
Vanguard Fiduciary Trust Co. 0.13% — 7,158,817 $514.1M
Franklin Resources Inc. 0.11% Add +65.9% 6,241,607 $448.3M
Arrowstreet Capital, Limited Partnership 0.24% Add +44.0% 6,219,756 $446.7M
UBS Group AG 0.08% Reduce -7.5% 6,130,298 $440.3M
Citadel Advisors 0.28% Add +50.7% 5,428,043 $389.8M
Nuveen, LLC 0.10% Add +1.8% 5,282,971 $379.4M
Pacer Advisors, Inc. 1.00% Add +3561.2% 4,845,221 $348.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.32% Reduce -48.6% 4,815,822 $345.9M
Deutsche Bank AG 0.11% Reduce -1.3% 4,605,588 $330.8M
LSV Asset Management 0.70% Reduce -0.8% 4,503,497 $323.4M
Holocene Advisors, LP 0.78% Add +12.9% 4,480,125 $321.8M
Allianz Asset Management GmbH 0.34% Add +9.7% 4,083,392 $293.3M
Nordea Investment Management AB 0.27% Reduce -0.3% 4,113,183 $290.8M
Swiss National Bank 0.15% Add +7.2% 3,725,460 $267.6M
Janus Henderson Group PLC 0.12% Reduce -2.2% 3,536,861 $254.0M
Raymond James Financial Inc. 0.08% Add +0.4% 3,459,485 $248.2M
National Pension Service 0.19% Add +3.0% 3,419,613 $245.6M
Alliancebernstein L.P. 0.07% Reduce -18.9% 2,682,826 $212.9M
Vanguard Global Advisers, LLC 0.11% — 2,893,696 $207.8M
Russell Investments Group, Ltd. 0.22% Reduce -4.5% 2,877,769 $206.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +7.6% 2,865,913 $205.8M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -2.4% 2,799,884 $201.1M
Hotchkis & Wiley Capital Management LLC 0.62% Reduce -3.4% 2,794,787 $200.7M
Barclays PLC 0.07% Add +1.1% 2,761,283 $198.3M
Fairfax Financial Holdings 10.03% No change 2,712,000 $194.8M
BNP Paribas Financial Markets 0.13% Reduce -20.2% 2,600,688 $186.8M
California Public Employees Retirement System 0.11% Add +11.9% 2,536,408 $182.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.16% — 2,527,450 $181.5M
Prudential Financial Inc. 0.22% Add +5.2% 2,453,291 $176.2M
HSBC Holdings PLC 0.10% Add +6.2% 2,410,694 $173.1M
Primecap Management Co. 0.14% Reduce -0.6% 2,395,130 $172.0M
AQR Capital Management 0.08% Reduce -8.7% 2,387,964 $169.6M
Robeco Institutional Asset Management B.V. 0.24% Reduce -29.6% 2,349,444 $168.7M
First Trust Advisors LP 0.12% Add +4.2% 2,344,647 $168.4M
Rhumbline Advisers 0.14% Reduce -3.1% 2,323,572 $166.9M
Swedbank AB 0.17% Add +0.2% 2,278,233 $163.6M
Canoe Financial LP 2.12% Add +14.3% 2,169,961 $155.8M
Qube Research & Technologies Ltd 0.22% Add +31.6% 2,150,366 $154.4M
Epoch Investment Partners, Inc. 0.89% Reduce -2.7% 2,039,191 $146.5M
Canada Pension Plan Investment Board 0.09% Add +10.1% 2,036,813 $146.3M
Citigroup Inc. 0.09% Add +25.1% 1,986,793 $142.7M
Brandes Investment Partners, LP 1.00% Add +6.7% 1,969,801 $141.5M
Envestnet Asset Management Inc. 0.04% Add +2.9% 1,920,910 $138.0M
California State Teachers Retirement System 0.14% Reduce -2.1% 1,889,024 $135.7M
CANADA LIFE ASSURANCE Co 0.24% Add +0.6% 1,839,462 $132.7M
DekaBank Deutsche Girozentrale 0.22% No change 1,858,556 $132.6M
New York State Common Retirement Fund 0.17% Reduce -0.5% 1,720,490 $123.6M
Victory Capital Management Inc. 0.08% Add +5.3% 1,660,522 $119.3M
Bank of Montreal 0.05% Reduce -17.2% 1,648,447 $118.4M
Hamlin Capital Management, LLC 2.85% Reduce -18.9% 1,642,646 $118.0M
D. E. Shaw & Co. 0.10% Add +50.5% 1,617,522 $116.2M
Aberdeen Group plc 0.19% Reduce -1.9% 1,614,506 $116.0M
Adage Capital Partners Gp, L.L.C. 0.18% Reduce -7.2% 1,596,630 $114.7M
Mackenzie Financial Corp. 0.14% Add +9.8% 1,589,291 $114.1M
Van Eck Associates Corp. 0.08% Add +31.1% 1,560,739 $112.1M
LPL Financial LLC 0.03% Reduce -2.5% 1,444,958 $103.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.22% Reduce -9.3% 1,438,394 $103.3M
Principal Financial Group Inc. 0.05% Reduce -0.5% 1,415,497 $101.7M
Quantinno Capital Management LP 0.17% Add +49.4% 1,393,802 $100.1M
Natixis Advisors, LLC 0.14% Add +8.9% 1,392,246 $100.0M
Sei Investments Co. 0.09% Add +32.1% 1,383,147 $99.3M
Jones Financial Companies LLLP 0.05% Add +313.2% 1,408,262 $98.7M
Patient Capital Management, LLC 3.63% Add +10.2% 1,357,159 $97.5M
Macquarie Group Ltd. 0.57% Reduce -2.4% 1,322,784 $95.0M
Nomura Asset Management International Inc. 0.15% Add +4.1% 1,226,472 $88.1M
SG Americas Securities, LLC 0.10% Add +13.7% 1,228,069 $87.5M
Manufacturers Life Insurance Company, The 0.08% Add +0.7% 1,217,244 $87.4M
TD Asset Management Inc 0.07% Reduce -1.0% 1,212,485 $87.1M
Balyasny Asset Management L.P. 0.18% Add +27.0% 1,191,023 $85.5M
National Bank of Canada 0.08% Reduce -1.7% 1,116,043 $80.2M
Letko, Brosseau & Associates Inc. 1.29% Add +0.3% 1,114,735 $80.1M
State Board of Administration of Florida Retirement System 0.15% Reduce -0.8% 1,101,125 $79.1M
Aviva PLC 0.13% Add +2.9% 1,090,452 $78.3M
Korea Investment CORP 0.16% Add +12.9% 1,079,245 $77.5M
Storebrand Asset Management As 0.22% Add +0.6% 1,059,383 $76.1M
Maple Rock Capital Partners Inc. 2.45% Add +28.4% 1,048,100 $75.3M
New York State Teachers Retirement System 0.15% Add +0.2% 1,020,270 $73.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Add +12.3% 998,979 $71.8M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Add +1685.1% 988,761 $71.0M
KBC Group NV 0.17% Add +40.5% 950,953 $68.3M
Federation des caisses Desjardins du Quebec 0.24% Add +10.3% 943,620 $67.8M
Jennison Associates LLC 0.05% Reduce -33.5% 928,053 $66.7M
Capital International, Inc. 0.50% Add +4.4% 905,614 $65.0M
Long Focus Capital Management, LLC 2.86% Add +6.4% 894,000 $64.2M
Schroder Investment Management Group 0.05% Reduce -3.8% 913,817 $64.1M
Retirement Systems of Alabama 0.21% Add +0.0% 876,722 $63.0M
Assenagon Asset Management S.A. 0.10% Reduce -70.3% 876,353 $62.9M
SEB Asset Management AB 0.27% — 872,126 $62.6M
Marshall Wace, LLP 0.06% Add +5128.8% 807,534 $58.0M
Stifel Financial Corp. 0.05% Reduce -3.4% 797,303 $57.3M
RNC Capital Management LLC 2.46% Reduce -4.1% 782,179 $56.2M
Silvercrest Asset Management Group LLC 0.40% Reduce -11.4% 779,748 $56.0M
Freestone Grove Partners LP 0.41% Reduce -30.1% 777,702 $55.9M
STRS Ohio 0.22% Reduce -13.3% 769,277 $55.2M
Man Group plc 0.11% Add +67.2% 758,865 $54.5M
Danske Bank A/S 0.13% Reduce -18.3% 758,836 $54.5M
Fort Washington Investment Advisors Inc. 0.30% Add +3.7% 752,007 $54.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -25.3% 746,266 $53.6M
State of Wisconsin Investment Board 0.12% Add +8.9% 741,745 $53.3M
Ensign Peak Advisors, Inc 0.10% Add +4.4% 738,180 $53.0M
Assetmark, Inc. 0.11% Reduce -0.6% 728,295 $52.3M
PFA Pension, Forsikringsaktieselskab 0.16% Reduce -0.1% 720,120 $51.7M
Edgar Lomax Co. 3.67% Reduce -21.6% 715,960 $51.4M
Caisse de depot et placement du Quebec 0.08% Reduce -20.6% 712,335 $51.2M
Nomura Asset Management Co. Ltd. 0.13% Reduce -17.8% 708,081 $50.9M
Ariel Investments 0.56% Reduce -14.9% 702,151 $50.4M
Tudor Investment Corporation 0.26% Add +305.8% 681,806 $49.0M
Royal London Asset Management Ltd. 0.10% Add +0.3% 667,367 $47.9M
Swiss Life Asset Management Ltd 0.23% Add +25.5% 466,404 $47.0M
Neuberger Berman Group LLC 0.04% Add +89.4% 645,884 $46.4M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -2.2% 641,369 $46.1M
GMO 0.12% Reduce -12.0% 634,846 $45.6M
Bank of Nova Scotia 0.08% Reduce -48.2% 632,518 $45.4M
Vanguard Investments Australia, Ltd. 0.13% — 632,222 $45.4M
Osaic Holdings, Inc. 0.07% Add +120.0% 631,268 $45.3M
Bridgewater Associates 0.20% Reduce -40.4% 618,428 $44.4M
American Century Companies Inc. 0.02% Add +35.7% 609,822 $43.8M
State of Tennessee, Department of Treasury 0.14% Add +28.8% 598,788 $43.0M
Handelsbanken Fonder AB 0.14% Reduce -0.1% 593,570 $42.6M
PNC Financial Services Group, Inc. 0.02% Add +0.6% 588,829 $42.3M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +2.7% 581,413 $41.8M
Teacher Retirement System of Texas 0.17% Reduce -6.4% 576,651 $41.4M
APG Asset Management N.V. 0.13% Reduce -9.5% 660,496 $41.2M
Los Angeles Capital Management LLC 0.16% Add +58.8% 570,071 $40.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.24% Reduce -10.6% 569,001 $40.9M
KLP Kapitalforvaltning As 0.16% Add +1.9% 557,503 $40.0M
Asset Management One Co., Ltd. 0.12% Add +0.3% 556,125 $39.9M
Pictet Asset Management Holding SA 0.04% Reduce -33.4% 553,318 $39.7M
Corient Private Wealth LP 0.06% Add +39.7% 554,868 $39.5M
Value Partners Investments Inc. 2.96% Reduce -2.0% 539,973 $38.8M
Cibc World Market Inc. 0.07% Add +2.5% 536,679 $38.5M
Treasurer of the State of North Carolina 0.12% Add +2.2% 536,211 $38.5M
Public Employees Retirement System of Ohio 0.12% Add +0.1% 535,790 $38.5M
Oppenheimer Asset Management Inc. 0.43% Add +4.4% 524,266 $37.7M
Polaris Capital Management, LLC 3.04% Reduce -1.4% 517,700 $37.2M
Voya Investment Management LLC 0.04% Reduce -3.4% 511,598 $36.7M
DNB Asset Management AS 0.13% Add +13.4% 506,583 $36.4M
SRB Corp. 2.23% Reduce -4.0% 506,016 $36.3M
Focus Partners Wealth 0.04% Reduce -2.5% 505,099 $36.3M
Harris Associates (Oakmark Funds) 0.05% Reduce -5.9% 494,126 $35.5M
Solel Partners LP 7.58% Reduce -16.8% 493,700 $35.5M
Polar Capital Holdings Plc 0.15% Add +31.4% 487,606 $35.0M
Mn Services Vermogensbeheer B.V. 0.23% Reduce -0.8% 487,568 $35.0M
Trexquant Investment LP 0.25% New 478,879 $34.4M
ING Groep NV 0.21% Add +22.6% 474,390 $34.1M
Cetera Investment Advisers 0.04% Reduce -5.2% 460,310 $33.1M
Squarepoint Ops LLC 0.07% Add +1237.8% 452,564 $32.5M
Oslo Pensjonsforsikring AS 5.00% — 447,471 $32.1M
Cerity Partners LLC 0.04% Reduce -1.4% 440,706 $31.7M
Susquehanna Portfolio Strategies, LLC 0.47% No change 436,093 $31.3M
State of New Jersey Common Pension Fund D 0.12% No change 434,295 $31.2M
Calamos Advisors LLC 0.16% Add +2.1% 433,533 $31.1M
Walleye Trading LLC 0.63% Add +45.4% 427,542 $30.7M
Zurich Insurance Group Ltd 0.24% New 427,005 $30.7M
Vaughan David Investments LLC 0.64% Add +1.7% 422,341 $30.3M
Teachers Retirement System of the State of Kentucky 0.23% Add +327.0% 420,981 $30.2M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Reduce -0.0% 414,276 $29.8M
Resona Asset Management Co.,Ltd. 0.15% Add +1.6% 415,595 $29.7M
Nan Shan Life Insurance Co., Ltd. 1.07% No change 411,050 $29.5M
Douglas Lane & Associates, LLC 0.42% Reduce -6.3% 408,627 $29.3M
Credit Agricole S A 0.10% Reduce -12.5% 406,074 $29.2M
Fifth Third Bancorp 0.05% Add +175.6% 403,201 $29.0M
Worldquant Millennium Advisors LLC 0.11% Reduce -42.6% 399,348 $28.7M
Commonwealth Equity Services, LLC 0.04% Reduce -8.1% 397,765 $28.6M
Rockefeller Capital Management L.P. 0.05% Add +32.2% 397,730 $28.6M
Mediolanum International Funds Ltd 0.30% Add +43.5% 404,233 $28.4M
Public Sector Pension Investment Board 0.09% Add +11.4% 394,393 $28.3M
Susquehanna International Group, LLP 0.04% Reduce -74.2% 393,977 $28.3M
Parkman Healthcare Partners LLC 2.88% Reduce -14.0% 387,306 $27.8M
Cacti Asset Management LLC 1.68% Reduce -2.9% 386,428 $27.8M
Candriam S.C.A. 0.14% No change 385,802 $27.7M
Captrust Financial Advisors 0.05% Add +4.0% 384,718 $27.6M
Deroy & Devereaux Private Investment Counsel Inc. 1.33% Reduce -0.1% 381,630 $27.4M
Toronto Dominion Bank 0.05% Reduce -11.8% 379,995 $27.3M
State of Michigan Retirement System 0.14% No change 375,677 $27.0M
Crossmark Global Holdings, Inc. 0.40% Add +1.6% 374,436 $26.9M
Nippon Life Global Investors Americas, Inc. 1.20% Add +264.6% 370,230 $26.6M
TCTC Holdings, LLC 0.76% Add +0.2% 369,627 $26.5M
Tredje AP-fonden 0.14% New 366,439 $26.3M
Cantor Fitzgerald Investment Advisors L.P. 1.94% Reduce -2.0% 366,368 $26.3M
Kiltearn Partners LLP 7.05% Reduce -17.4% 365,068 $26.2M
Samlyn Capital, LLC 0.45% Reduce -70.2% 363,765 $26.1M
HighTower Advisors, LLC 0.03% Add +31.3% 362,550 $26.0M
CIBC Bancorp USA Inc. 0.04% — 361,387 $26.0M
MFF Capital Investments Ltd 1.71% Add +17.2% 360,853 $25.9M
Wedge Capital Management L L P 0.48% Add +3.5% 360,143 $25.9M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -15.8% 367,097 $25.1M
Arizona State Retirement System 0.15% Reduce -2.1% 347,757 $25.0M
Czech National Bank 0.16% Add +3.5% 346,481 $24.9M
Alps Advisors Inc. 0.12% Add +9.6% 346,043 $24.9M
Janney Montgomery Scott LLC 0.06% Reduce -8.2% 343,226 $24.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +63.5% 337,700 $24.3M
Nisa Investment Advisors, LLC 0.09% Reduce -7.2% 337,119 $24.2M
Rhenman & Partners Asset Management AB 2.98% Add +0.3% 336,500 $24.2M
Edmond DE Rothschild Holding S.A. 0.35% Add +6.3% 335,010 $24.1M
Mariner, LLC 0.03% Reduce -4.7% 332,710 $23.9M
CIBC Asset Management Inc 0.06% Add +1.2% 328,979 $23.6M
CapWealth Advisors, LLC 2.11% Reduce -0.7% 326,034 $23.4M
Shelton Capital Management 0.51% Reduce -26.7% 325,336 $23.4M
Todd Asset Management LLC 0.46% New 323,809 $23.3M
AE Wealth Management LLC 0.13% Add +32.6% 323,757 $23.3M
Exchange Traded Concepts, LLC 0.18% Add +870.5% 322,123 $23.1M
TD Waterhouse Canada Inc. 0.07% Add +3.5% 316,455 $22.9M
Old National Bancorp 0.38% Reduce -3.9% 315,698 $22.7M
Tocqueville Asset Management L.P. 0.32% Reduce -2.0% 302,814 $21.7M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +6.4% 300,483 $21.6M
MetLife Investment Management, LLC 0.11% Reduce -2.3% 296,941 $21.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +0.4% 296,352 $21.3M
Amalgamated Bank 0.16% Add +20.2% 295,868 $21.2M
Braidwell LP 0.80% Reduce -48.5% 290,700 $20.9M
Claret Asset Management Corp 2.50% Add +0.5% 289,278 $20.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Reduce -3.9% 286,968 $20.6M
Windward Capital Management Co. 1.67% Add +0.3% 286,145 $20.6M
Saudi Central Bank 0.43% Add +19.7% 281,861 $20.2M
Natixis 0.08% Reduce -22.0% 277,825 $20.0M
NorthCoast Asset Management LLC 0.45% Add +462.3% 270,972 $19.5M
O'shaughnessy Asset Management, LLC 0.10% Add +2.8% 266,645 $19.2M
Creative Planning 0.01% Add +9.2% 265,065 $19.0M
Acadian Asset Management LLC 0.03% Add +303.6% 265,196 $19.0M
Advisors Capital Management, LLC 0.22% Add +3.9% 263,310 $18.9M
Renaissance Technologies 0.03% New 263,153 $18.9M
Farmers & Merchants Investments Inc. 0.52% Add +2.2% 260,653 $18.7M
Gabelli Funds LLC 0.13% Add +1.2% 259,700 $18.7M
Ieq Capital, LLC 0.09% Reduce -12.9% 257,435 $18.5M
Community Trust & Investment Co. 0.98% Add +1.7% 252,048 $18.1M
Lazard Asset Management LLC 0.03% Reduce -6.3% 251,938 $18.1M
Baird Financial Group, Inc. 0.03% Reduce -24.7% 251,697 $18.1M
Gateway Investment Advisers LLC 0.20% Add +2.6% 246,760 $17.7M
IFM Investors Pty Ltd 0.15% Add +2.1% 246,725 $17.7M
Davidson Investment Advisors 0.76% Reduce -1.9% 246,079 $17.7M
Factory Mutual Insurance Co. 0.20% Reduce -21.2% 242,743 $17.4M
OneDigital Investment Advisors LLC 0.17% Reduce -0.7% 237,554 $17.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +8.0% 232,623 $16.7M
USS Investment Management Ltd 0.07% Add +5.4% 232,198 $16.7M
Xponance LLC 0.12% Add +15.7% 231,972 $16.7M
Illinois Municipal Retirement Fund 0.20% Reduce -6.6% 220,451 $15.8M
ProShare Advisors LLC 0.02% Reduce -17.4% 218,526 $15.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.15% Add +1.0% 217,769 $15.6M
Daiwa Securities Group Inc. 0.05% Add +5.8% 216,831 $15.6M
Cambridge Investment Research Advisors, Inc. 0.04% Add +1.1% 215,630 $15.5M
BI Asset Management Fondsmaeglerselskab A/S 0.16% Reduce -37.1% 234,859 $15.4M
Payden & Rygel 1.19% Reduce -18.1% 213,100 $15.3M
Investment Management Corp of Ontario 0.19% Add +57.7% 209,378 $15.0M
D.A. Davidson & Co. 0.09% Reduce -3.9% 206,370 $14.8M
Tidal Investments LLC 0.05% Add +51.7% 205,467 $14.7M
Utah Retirement Systems 0.15% Reduce -1.6% 203,629 $14.6M
Guggenheim Capital LLC 0.12% Reduce -4.7% 203,352 $14.6M
Adams Diversified Equity Fund, Inc. 0.51% Reduce -42.9% 200,700 $14.4M
US Bancorp \de 0.02% Add +7.9% 200,516 $14.4M
Sanctuary Advisors, LLC 0.08% Add +14.3% 199,236 $14.3M
Gotham Asset Management 0.04% Reduce -34.5% 196,104 $14.1M
Yousif Capital Management, LLC 0.16% Reduce -2.2% 195,588 $14.0M
Millennium Management 0.01% Reduce -94.4% 194,407 $14.0M
Woodline Partners LP 0.05% Reduce -86.1% 193,966 $13.9M
Police & Firemen's Retirement System of New Jersey 0.12% Add +0.2% 192,763 $13.8M
Varma Mutual Pension Insurance Co 0.08% Reduce -5.0% 189,073 $13.6M
South Dakota Investment Council 0.26% Reduce -0.4% 188,951 $13.6M
Truist Financial Corp. 0.02% Reduce -2.8% 186,083 $13.4M
Rakuten Investment Management, Inc. 0.03% Add +13.0% 188,671 $13.2M
NEOS Investment Management LLC 0.07% Add +5.2% 183,113 $13.2M
Scotia Capital Inc. 0.05% Add +4.7% 182,997 $13.1M
AustralianSuper Pty Ltd 0.07% Reduce -8.9% 182,824 $13.1M
Watchtower Advisors, LP 9.29% Reduce -48.9% 182,357 $13.1M
Parkwood LLC 1.16% Add +8.2% 182,009 $13.1M
Wealthfront Advisers LLC 0.03% Reduce -14.5% 181,517 $13.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +2.1% 180,112 $12.9M
Intact Investment Management Inc. 0.37% Add +8.7% 179,700 $12.9M
Elo Mutual Pension Insurance Co 0.21% Reduce -8.0% 179,421 $12.9M
AIA Group Ltd 0.19% Add +104.8% 177,654 $12.8M
New York Life Investment Management LLC 0.11% Add +1.5% 176,615 $12.7M
Park West Asset Management LLC 1.12% Add +20.1% 176,500 $12.7M
Vinva Investment Management Ltd 0.16% Add +17.4% 179,560 $12.6M
Senator Investment Group LP 0.58% New 175,000 $12.6M
Prudential PLC 0.09% Add +15.8% 172,331 $12.4M
Pathstone Holdings, LLC 0.05% Reduce -6.9% 169,297 $12.2M
Allspring Global Investments Holdings, LLC 0.02% Add +3.3% 166,163 $12.0M
Callan Family Office, LLC 0.27% Add +6.3% 165,103 $11.9M
Nissay Asset Management Corp. /Japan 0.06% Add +1.5% 164,864 $11.8M
Public Employees Retirement Association of Colorado 0.05% Add +0.0% 162,978 $11.7M
Seizert Capital Partners, LLC 0.53% Add +5.1% 159,977 $11.5M
State of Alaska, Department of Revenue 0.12% Reduce -0.3% 159,549 $11.5M
Park National Corp. 0.35% Add +13.0% 157,794 $11.3M
Applied Finance Capital Management, LLC 0.85% Add +1.1% 157,481 $11.3M
Capitolis Liquid Global Markets LLC 0.07% — 154,998 $11.1M
&partners 0.06% Add +9.3% 154,954 $11.1M
Vanguard Personalized Indexing Management, LLC 0.11% Reduce -3.4% 152,885 $11.0M
Hancock Whitney Corp. 0.19% Add +1.6% 149,100 $11.0M
Cohen Capital Management, Inc. 1.69% Add +0.3% 152,013 $10.9M
Integral Health Asset Management, LLC 0.57% Reduce -70.0% 150,000 $10.8M
Cutler Investment Counsel LLC 1.11% Reduce -1.4% 149,514 $10.7M
Colrain Capital LLC 4.14% Add +21.6% 148,954 $10.7M
Alpha Omega Wealth Management LLC 1.73% Reduce -0.0% 148,915 $10.7M
M&T Bank Corp 0.03% Reduce -3.3% 146,823 $10.5M
Eurizon Capital SGR S.p.A. 0.03% Reduce -0.7% 146,847 $10.5M
Cwm, LLC 0.03% Reduce -2.5% 146,447 $10.5M
Strategic Planning, Inc. 5.27% Add +1.2% 146,342 $10.5M
Mercer Global Advisors Inc. 0.02% Add +3.3% 145,847 $10.5M
Oregon Public Employees Retirement Fund 0.14% Add +0.1% 145,565 $10.5M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.36% Add +28.6% 144,314 $10.4M
FIL Ltd 0.01% Add +105.9% 144,026 $10.3M
Mutual of America Capital Management LLC 0.12% Reduce -0.9% 143,663 $10.3M
F&V Capital Management, LLC 2.18% Reduce -1.4% 143,592 $10.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.19% Reduce -5.3% 143,486 $10.3M
Peapack Gladstone Financial Corp. 0.13% Reduce -1.4% 142,327 $10.2M
Horizon Investments, LLC 0.11% Add +16.4% 141,197 $10.1M
ExodusPoint Capital Management, LP 0.10% Add +3.6% 138,690 $10.0M
Sector Gamma As 2.30% Reduce -23.8% 135,337 $9.7M
ASR Vermogensbeheer N.V. 0.11% Add +2.9% 134,735 $9.7M
Engineers Gate Manager LP 0.12% Reduce -76.9% 133,015 $9.6M
Empowered Funds, LLC 0.06% New 132,776 $9.5M
NewEdge Advisors, LLC 0.03% Add +21.6% 130,922 $9.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.4% 130,429 $9.4M
LBP Am SA 0.13% Reduce -47.9% 129,961 $9.3M
MML Investors Services, LLC 0.03% Reduce -11.9% 129,041 $9.3M
Atle Fund Management AB 2.99% Reduce -77.7% 23,773 $9.3M
OP Asset Management Ltd 0.09% Reduce -7.4% 129,013 $9.3M
Community Bank & Trust, Waco, Texas 1.83% No change 12,857 $9.2M
Thompson Investment Management, Inc. 1.19% Add +0.7% 128,182 $9.2M
Madison Asset Management, LLC 0.11% No change 126,650 $9.1M
Allianz SE 0.10% Add +62.5% 126,282 $9.1M
Permit Capital, LLC 3.06% No change 125,500 $9.0M
Osborne Partners Capital Management, LLC 0.47% Add +3.9% 124,492 $8.9M
Cardinal Point Capital Management ULC 0.54% Add +0.1% 122,740 $8.8M
Parallax Volatility Advisers, L.P. 0.48% Add +1675.5% 112,013 $8.7M
MUFG Securities EMEA plc 0.13% Add +0.1% 120,156 $8.6M
Centiva Capital, LP 0.40% Add +914.5% 120,089 $8.6M
Ilmarinen Mutual Pension Insurance Co 0.07% Add +224.3% 120,000 $8.6M
Sterling Capital Management LLC 0.16% Add +34.8% 116,860 $8.4M
Greatmark Investment Partners, Inc. 0.97% Reduce -1.7% 115,659 $8.3M
AMG National Trust Bank 0.18% Add +6.0% 115,537 $8.3M
Parthenon LLC 0.93% Reduce -1.3% 113,371 $8.1M
Triglav Investments, D.O.O. 0.57% Reduce -2.6% 112,950 $8.1M
Stolper Co 2.28% Add +293.8% 105,571 $8.0M
Lorne Steinberg Wealth Management Inc. 1.85% Reduce -0.1% 108,854 $7.8M
Azimuth Capital Investment Management LLC 0.29% Add +111.5% 108,384 $7.8M
Boston Partners 0.01% Reduce -10.9% 107,973 $7.8M
TD Private Client Wealth LLC 0.16% Reduce -3.7% 107,206 $7.7M
Oliver Luxxe Assets LLC 1.15% Add +2.9% 106,487 $7.6M
CI Investments Inc. 0.04% Add +10.1% 106,462 $7.6M
1834 Investment Advisors Co. 0.95% Reduce -10.2% 106,004 $7.6M
Hudson Edge Investment Partners Inc. 1.10% Add +11.3% 104,865 $7.5M
WINTON GROUP Ltd 0.26% New 103,111 $7.4M
Fisher Funds Management LTD 0.22% No change 103,095 $7.4M
Callahan Advisors, LLC 0.62% Add +13.4% 103,082 $7.4M
Osmosis Investment Management UK Ltd 0.20% Add +15.8% 102,750 $7.4M
Commerzbank Aktiengesellschaft 0.15% Add +87.5% 102,099 $7.3M
MAI Capital Management 0.04% Reduce -3.3% 101,894 $7.3M
UniSuper Management Pty Ltd 0.05% Add +0.2% 101,669 $7.3M
CX Institutional 0.22% Reduce -14.3% 101,448 $7.3M
Motley Fool Asset Management LLC 0.31% Reduce -21.8% 101,433 $7.3M
Great Lakes Advisors, LLC 0.06% Reduce -49.5% 100,580 $7.2M
Auxier Asset Management LLC 1.03% Reduce -0.5% 100,195 $7.2M
Canal Insurance CO 1.54% No change 100,000 $7.2M
Thompson Siegel & Walmsley LLC 0.13% Reduce -25.1% 99,765 $7.2M
Toth Financial Advisory Corp. 0.78% Add +10.2% 98,684 $7.1M
New England Asset Management Inc. 0.93% No change 98,480 $7.1M
Rafferty Asset Management, LLC 0.03% Reduce -28.1% 98,305 $7.1M
Gulf International Bank (UK) Ltd 0.16% Add +55.7% 97,943 $7.0M
Kentucky Retirement Systems 0.52% Add +25.0% 98,269 $7.0M
QRG Capital Management, Inc. 0.07% Reduce -9.7% 97,485 $7.0M
Sompo Asset Management Co., Ltd. 1.27% Reduce -4.2% 96,382 $6.9M
Keybank National Association 0.03% Add +12.4% 96,324 $6.9M
Allworth Financial LP 0.03% Reduce -6.0% 96,263 $6.9M
Calydon Capital 1.13% Add +0.5% 96,252 $6.9M
Scharf Investments, LLC 0.21% Reduce -7.1% 96,169 $6.9M
Avanza Fonder AB 0.19% Reduce -8.0% 94,440 $6.8M
Private Advisor Group, LLC 0.03% Add +3.1% 94,085 $6.8M
Allstate Corp. 0.07% Reduce -1.9% 93,867 $6.7M
GAMCO Investors 0.07% Reduce -17.3% 93,220 $6.7M
Taproot Management LP 1.26% Reduce -40.9% 93,028 $6.7M
KKM Financial LLC 1.18% No change 84,056 $6.7M
Capital International Sarl 0.11% Add +22.6% 92,215 $6.6M
Debussy Capital Management LP 0.91% Reduce -7.8% 91,700 $6.6M
Hamilton Capital Partners Inc. 0.22% Add +34.1% 89,515 $6.4M
Andra AP-fonden 0.08% Reduce -76.2% 89,487 $6.4M
Bellevue Group AG 0.15% Reduce -18.1% 89,363 $6.4M
Fisher Asset Management 0.00% Reduce -4.3% 88,392 $6.3M
Royal Fund Management, LLC 0.61% Add +30.2% 88,301 $6.3M
Vontobel Holding Ltd. 0.02% Add +82.7% 88,187 $6.3M
Stablepoint Partners, LLC 0.94% Reduce -4.1% 88,169 $6.3M
Blue Sparrow, LLC 0.11% New 87,980 $6.3M
Thrivent Financial for Lutherans 0.01% Reduce -7.3% 87,805 $6.3M
IMC-Chicago, LLC 0.09% Reduce -35.2% 86,636 $6.2M
Ardsley Advisory Partners LP 0.93% No change 85,000 $6.1M
Brown Advisory Inc. 0.01% Reduce -4.1% 84,802 $6.1M
Intech Investment Management LLC 0.06% Reduce -36.3% 84,776 $6.1M
Waverly Advisors, LLC 0.05% Add +3.8% 83,970 $6.0M
Farmers Trust Co. 0.93% Add +8.1% 82,810 $5.9M
St. Louis Trust Co 0.69% No change 82,452 $5.9M
Oak Thistle LLC 0.57% Add +584.9% 81,973 $5.9M
Quinn Opportunity Partners LLC 0.31% Reduce -26.6% 81,499 $5.9M
Lathrop Investment Management Co. 1.09% Reduce -28.6% 80,984 $5.8M
Verition Fund Management LLC 0.06% Reduce -7.6% 80,760 $5.8M
Continuum Advisory, LLC 0.56% Add +2.2% 80,736 $5.8M
Midwest Trust Co 0.07% Reduce -2.4% 80,249 $5.8M
Jump Financial, LLC 0.09% Add +507.4% 80,220 $5.8M
Norinchukin Bank, The 0.07% Add +0.4% 80,062 $5.8M
Davidson Kempner Capital Management LP 0.16% New 80,020 $5.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +59.2% 79,908 $5.7M
Legacy CG, LLC 1.59% Add +1.3% 79,832 $5.7M
Advisors Asset Management, Inc. 0.10% Reduce -36.6% 79,806 $5.7M
Vident Advisory, LLC 0.05% Reduce -15.5% 79,440 $5.7M
Choreo, LLC 0.07% Add +8.0% 79,251 $5.7M
Stamos Capital Partners, L.P. 0.88% Add +16.0% 78,722 $5.7M
NewSquare Capital LLC 0.49% Reduce -1.5% 78,607 $5.6M
Beck Bode, LLC 0.95% New 77,796 $5.6M
Kestra Advisory Services, LLC 0.02% Add +9.2% 77,785 $5.6M
Pinnacle Financial Partners, Inc. 0.04% Reduce -5.3% 77,686 $5.6M
Snowden Capital Advisors LLC 0.15% Reduce -13.3% 77,560 $5.6M
Atria Investments, Inc 0.06% Reduce -5.0% 76,970 $5.5M
Mizuho Securities USA LLC 0.13% Reduce -16.8% 76,911 $5.5M
Fiduciary Trust Co 0.06% Add +4.8% 76,405 $5.5M
Jane Street Group, LLC 0.01% Reduce -18.2% 75,453 $5.4M
Brevan Howard Capital Management LP 0.06% Add +467.1% 75,187 $5.4M
Siemens Fonds Invest GmbH 0.31% Add +0.1% 75,110 $5.4M
Simplex Trading, LLC 0.16% Add +60.6% 74,158 $5.3M
Marco Investment Management LLC 0.40% Reduce -0.7% 74,121 $5.3M
Panagora Asset Management Inc. 0.02% Add +608.0% 73,862 $5.3M
Hennessy Advisors Inc. 0.19% Reduce -24.3% 73,400 $5.3M
Parkside Investments, LLC 0.63% Reduce -13.1% 72,734 $5.2M
Hartford Investment Management Co. 0.16% Reduce -1.2% 72,460 $5.2M
Stanley-Laman Group, Ltd. 0.64% Add +2.8% 72,421 $5.2M
DCM Advisors, LLC 2.36% Reduce -0.8% 72,169 $5.2M
Romano Brothers and Company 0.58% Reduce -0.7% 71,112 $5.1M
B. Metzler seel. Sohn & Co. AG 0.05% Add +0.8% 70,999 $5.1M
GHP Investment Advisors, Inc. 0.21% Add +6.9% 70,708 $5.1M
EP Wealth Advisors, LLC 0.02% Reduce -6.7% 68,584 $4.9M
Hillman Capital Management, Inc. 3.36% Reduce -5.9% 67,462 $4.8M
Arvest Bank Trust Division 0.26% Add +2401.7% 66,945 $4.8M
Kestra Private Wealth Services, LLC 0.06% Add +6.1% 66,750 $4.8M
Meeder Asset Management Inc. 0.27% Add +16.5% 65,603 $4.7M
Aptus Capital Advisors, LLC 0.04% Add +334.5% 65,442 $4.7M
Burney Co./ 0.15% Reduce -30.2% 65,241 $4.7M
Global Wealth Management Investment Advisory, Inc. 0.73% Add +1.6% 65,115 $4.7M
Louisiana State Employees Retirement System 0.08% No change 64,800 $4.7M
Maryland State Retirement & Pension System 0.09% No change 63,217 $4.5M
Steward Partners Investment Advisory, LLC 0.02% Add +3.8% 63,191 $4.5M
J. Safra Sarasin Holding AG 0.08% New 63,109 $4.5M
PARUS FINANCE (UK) Ltd 1.35% Reduce -2.0% 62,839 $4.5M
Abn Amro Investment Solutions 0.06% Add +4.5% 62,245 $4.5M
Merit Financial Group, LLC 0.03% Add +15.9% 61,999 $4.5M
Capital Investment Advisors, LLC 0.07% Reduce -6.1% 61,904 $4.4M
Cloverfields Capital Group, LP 1.44% Reduce -1.3% 61,769 $4.4M
Robeco Schweiz AG 0.09% Reduce -39.2% 61,761 $4.4M
Blair William & Co. 0.01% Reduce -5.6% 61,734 $4.4M
Kintegral Advisory, LLC 0.42% Reduce -4.3% 61,479 $4.4M
Coerente Capital Management 0.81% Reduce -18.8% 60,599 $4.4M
Cinctive Capital Management LP 0.28% Add +27.5% 59,611 $4.3M
Pinnacle Associates Ltd. 0.06% Reduce -0.6% 59,600 $4.3M
Butensky & Cohen Financial Security, Inc. 1.13% Add +11.9% 59,543 $4.3M
OMERS ADMINISTRATION Corp 0.03% Add +29.3% 59,171 $4.2M
Te Ahumairangi Investment Management Ltd 0.71% Add +10.6% 58,906 $4.2M
New Mexico Educational Retirement Board 0.13% No change 58,877 $4.2M
BCV Asset Management Inc. 0.14% Add +1.7% 57,845 $4.2M
Alexander Randolph Advisory, Inc. 3.58% Add +2.0% 57,822 $4.2M
Caprock Group, LLC 0.10% Reduce -14.3% 57,813 $4.2M
Inlet Private Wealth, LLC 1.05% Reduce -6.8% 57,116 $4.1M
Rwa Wealth Partners, LLC 0.04% Add +0.2% 56,887 $4.1M
Evolve Private Wealth, LLC 0.22% Add +6.5% 56,568 $4.1M
Unison Advisors LLC 0.31% Add +0.8% 56,319 $4.0M
World Investment Advisors 0.06% Reduce -24.6% 55,315 $4.0M
Econ Financial Services Corp 1.83% Add +52.7% 55,009 $4.0M
Mubadala Investment Co PJSC 0.02% Reduce -63.4% 54,800 $3.9M
Advisory Services Network, LLC 0.05% Add +22.4% 54,322 $3.9M
Sequoia Financial Advisors, LLC 0.02% Reduce -28.4% 54,113 $3.9M
Simplify Asset Management Inc. 0.06% Reduce -27.1% 54,013 $3.9M
Lido Advisors, LLC 0.02% Add +4.8% 53,876 $3.9M
Summit Trail Advisors, LLC 0.05% Add +23.7% 53,374 $3.8M
Rothschild Investment LLC 0.20% Reduce -1.3% 53,160 $3.8M
Hantz Financial Services, Inc. 0.06% Add +7.5% 52,952 $3.8M
Moors & Cabot, Inc. 0.16% Reduce -47.1% 52,346 $3.8M
Empirical Finance, LLC 0.18% Reduce -0.1% 52,254 $3.8M
Erste Asset Management GmbH 0.03% Reduce -0.3% 53,231 $3.7M
Employees Retirement System of Texas 0.04% Reduce -43.5% 51,338 $3.7M
Cullinan Associates Inc. 0.30% Add +8.1% 51,231 $3.7M
AG2R La Mondiale Gestion D'actifs 0.17% Reduce -0.1% 51,210 $3.7M
LGT Fund Management Co Ltd. 0.16% New 50,850 $3.7M
Heritage Trust Co 0.37% Reduce -0.4% 50,712 $3.6M
Associated Banc-Corp 0.10% Reduce -4.1% 50,359 $3.6M
Olstein Capital Management, L.P. 0.78% Reduce -10.7% 50,000 $3.6M
Park Avenue Securities LLC 0.03% Reduce -0.8% 49,640 $3.6M
Lombard Odier Asset Management (Switzerland) SA 0.14% Reduce -6.8% 49,559 $3.6M
Savant Capital, LLC 0.02% Add +26.6% 49,050 $3.5M
Vision Capital Management, Inc. 0.44% Add +2.0% 48,713 $3.5M
Oak Asset Management, LLC 1.20% Reduce -0.3% 48,690 $3.5M
Lee Danner & Bass Inc. 0.22% Reduce -1.9% 48,622 $3.5M
Plato Investment Management Ltd 0.23% Reduce -1.8% 48,563 $3.5M
Atlantic Union Bankshares Corp 0.07% Reduce -49.9% 48,454 $3.5M
Morton Community Bank 0.75% Add +1.8% 48,243 $3.5M
New Age Alpha Advisors, LLC 0.16% Reduce -0.6% 48,055 $3.5M
Pettyjohn, Wood & White, Inc. 0.55% Reduce -5.9% 48,036 $3.4M
Farmers National Bank 0.76% Reduce -2.0% 47,941 $3.4M
Banque Cantonale Vaudoise 0.13% Add +71.5% 47,799 $3.4M
Violich Capital Management, Inc. 0.40% Reduce -4.6% 47,697 $3.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -8.7% 47,388 $3.4M
Vestcor Inc 0.09% Add +10.0% 46,146 $3.3M
Hills Bank & Trust Co 0.16% Reduce -9.9% 45,751 $3.3M
XML Financial, LLC 0.26% Reduce -4.0% 45,290 $3.3M
Orion Porfolio Solutions, LLC 0.03% Reduce -20.3% 45,188 $3.2M
Equitable Holdings, Inc. 0.02% Reduce -47.3% 41,482 $3.2M
HB Wealth Management, LLC 0.02% Add +9.3% 44,680 $3.2M
Blume Capital Management, Inc. 0.54% Add +0.7% 44,359 $3.2M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +1.8% 44,332 $3.2M
Regions Financial Corp. 0.02% Reduce -3.0% 44,099 $3.2M
ABLE Financial Group, LLC 0.62% Reduce -2.7% 43,824 $3.1M
E. Ohman J:or Asset Management AB 0.08% Reduce -2.9% 43,605 $3.1M
Meyer Handelman Co. 0.10% Reduce -9.4% 43,572 $3.1M
Apollon Wealth Management, LLC 0.05% Reduce -1.8% 43,558 $3.1M
Leuthold Group, LLC 0.33% Add +1.6% 43,445 $3.1M
Commerce Bank 0.01% Add +3.3% 42,459 $3.0M
Cheviot Value Management, LLC 0.31% Reduce -1.3% 42,357 $3.0M
SouthState Bank Corp 0.14% Add +0.4% 42,314 $3.0M
Ethic Inc. 0.05% Add +4.4% 42,068 $3.0M
Hussman Strategic Advisors, Inc. 0.65% No change 42,000 $3.0M
Caption Management, LLC 0.15% New 42,000 $3.0M
Vista Investment Partners LLC 0.79% New 41,699 $3.0M
Glenmede Trust Co. NA 0.01% Reduce -24.1% 41,493 $3.0M
Principal Securities, Inc. 0.04% Add +3.1% 41,146 $3.0M
United Capital Financial Advisors, LLC 0.02% Reduce -3.6% 41,140 $3.0M
Metis Global Partners, LLC 0.07% Reduce -9.2% 41,125 $3.0M
Concord Wealth Partners 0.38% Add +7.5% 40,899 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.4% 40,708 $2.9M
Arkadios Wealth Advisors 0.05% Reduce -1.2% 40,503 $2.9M
Vest Financial, LLC 0.03% Reduce -4.5% 40,455 $2.9M
Bleakley Financial Group, LLC 0.05% Add +3.1% 40,421 $2.9M
Carnegie Investment Counsel 0.06% Reduce -17.7% 40,061 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -5.9% 40,151 $2.9M
Rock Springs Capital Management LP 0.17% New 40,000 $2.9M
Salem Investment Counselors Inc. 0.08% Reduce -5.7% 39,945 $2.9M
NBT Bank, N.A. 0.19% Reduce -1.8% 39,680 $2.8M
Concord Asset Management, LLC 0.48% Add +7.7% 39,568 $2.8M
Cidel Asset Management Inc. 0.16% Add +16.0% 39,565 $2.8M
Generali Asset Management SPA SGR 0.06% Reduce -25.6% 39,505 $2.8M
Westside Investment Management, Inc. 0.43% Reduce -13.9% 39,444 $2.8M
Paralel Advisors LLC 0.12% No change 39,485 $2.8M
GF Fund Management Co. LTD. 0.05% No change 39,118 $2.8M
Gsa Capital Partners LLP 0.17% New 39,093 $2.8M
Excalibur Management Corp. 1.01% Reduce -0.6% 39,013 $2.8M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -13.9% 38,989 $2.8M
Third View Private Wealth, LLC 0.38% Add +11.1% 38,783 $2.8M
Farther Finance Advisors, LLC 0.03% Add +30.8% 38,200 $2.8M
Exencial Wealth Advisors, LLC 0.09% Reduce -7.8% 38,212 $2.7M
Tower Research Capital LLC (TRC) 0.07% Add +16.9% 38,067 $2.7M
Uncommon Cents Investing LLC 0.63% Add +1.3% 38,040 $2.7M
First Citizens Bank & Trust Co. 0.06% Add +6.3% 38,038 $2.7M
Clearstead Advisors, LLC 0.02% Add +6.5% 37,925 $2.7M
Vise Technologies, Inc. 0.05% No change 34,151 $2.7M
Neumann Capital Management, LLC 0.80% Add +1.9% 37,651 $2.7M
Alkeme Wealth, LLC 1.10% Reduce -0.1% 37,580 $2.7M
Argent Trust Co 0.09% Add +0.2% 37,297 $2.7M
Modera Wealth Management, LLC 0.03% Reduce -5.0% 37,116 $2.7M
North Dakota State Investment Board 0.12% Reduce -15.3% 37,103 $2.7M
1832 Asset Management L.P. 0.00% Reduce -1.0% 37,070 $2.7M
Kingsview Wealth Management, LLC 0.04% Add +2.7% 36,980 $2.7M
Unifi Asset Management LP 1.51% Add +376.6% 36,797 $2.6M
Diversify Wealth Management, LLC 0.05% Add +141.8% 31,362 $2.6M
First Manhattan Co. Llc. 0.01% Add +4.8% 36,501 $2.6M
Blue Capital, Inc. 1.71% Reduce -5.2% 36,381 $2.6M
PKO Investment Management Joint-Stock Co 0.22% Add +4.3% 36,300 $2.6M
Manske Wealth Management 0.73% Reduce -0.8% 36,249 $2.6M
Sowell Financial Services LLC 0.10% Add +1.2% 36,166 $2.6M
Dynamic Advisor Solutions LLC 0.08% Reduce -0.4% 36,004 $2.6M
Bessemer Group Inc. 0.00% Add +34.9% 35,994 $2.6M
Atlas Capital Advisors Inc. 0.29% Reduce -3.8% 35,819 $2.6M
Ellsworth Advisors, LLC 0.48% Add +11.2% 35,745 $2.6M
Genus Capital Management Inc. 0.29% Reduce -55.0% 35,665 $2.6M
Founders Financial Securities LLC 0.14% Add +6.0% 32,469 $2.6M
Canandaigua National Corp. 0.23% — 35,615 $2.6M
Norden Group LLC 0.25% Add +1.3% 35,599 $2.6M
Mufg Securities Americas Inc. 0.16% Add +2.9% 35,203 $2.5M
Trust Co. of Toledo NA 0.24% Add +2.0% 35,159 $2.5M
Orca Investment Management, LLC 2.14% Reduce -0.3% 35,023 $2.5M
Oppenheimer & Co. Inc. 0.03% Reduce -9.3% 34,862 $2.5M
Cozad Asset Management Inc. 0.20% Add +272.5% 34,791 $2.5M
Culbertson A N & Co. Inc. 0.32% Reduce -10.2% 34,704 $2.5M
Portside Wealth Group, LLC 0.34% Add +8.1% 34,569 $2.5M
Patrick M Sweeney & Associates, Inc. 1.59% Reduce -0.5% 34,541 $2.5M
Securian Asset Management, Inc. 0.10% Reduce -0.3% 34,418 $2.5M
Benedict Financial Advisors Inc. 0.51% Add +0.8% 34,395 $2.5M
Patton Fund Management, Inc. 0.42% Reduce -62.9% 34,360 $2.5M
Benjamin Edwards Inc. 0.02% Add +36.2% 34,074 $2.4M
Stephens Inc. 0.03% Add +9.8% 32,787 $2.4M
Daytona Street Capital LLC 1.87% Reduce -1.3% 33,439 $2.4M
Borer Denton & Associates, Inc. 0.86% Reduce -0.8% 33,531 $2.4M
Summit Financial, LLC 0.03% Add +1.5% 33,361 $2.4M
Spire Wealth Management 0.08% Add +26.4% 33,227 $2.4M
Compound Planning, Inc. 0.07% Reduce -2.5% 33,080 $2.4M
Perigon Wealth Management, LLC 0.04% Reduce -2.6% 32,994 $2.4M
Kentucky Retirement Systems Insurance Trust Fund 0.16% No change 32,961 $2.4M
Inlight Wealth Management, LLC 0.88% Reduce -4.2% 32,929 $2.4M
44 Wealth Management LLC 0.82% Reduce -0.9% 32,817 $2.4M
Woodard & Co. Asset Management Group Inc. 0.38% Add +4.5% 32,618 $2.3M
Resources Management Corp. /CT/ 0.31% Reduce -4.6% 32,388 $2.3M
Flputnam Investment Management Co. 0.03% Add +211.7% 32,200 $2.3M
Integrated Wealth Concepts LLC 0.02% Add +74.9% 31,972 $2.3M
Radnor Capital Management, LLC 0.34% No change 31,915 $2.3M
Canada Post Corp Registered Pension Plan 0.09% Reduce -8.6% 31,903 $2.3M
Landscape Capital Management, L.L.C. 0.15% Add +186.5% 31,884 $2.3M
Missouri Trust & Investment Co 0.67% Add +12.7% 31,723 $2.3M
Campbell & CO Investment Adviser LLC 0.13% Add +90.5% 31,638 $2.3M
GQG Partners LLC 0.00% Add +0.0% 31,523 $2.3M
Signet Investment Advisory Group, Inc. 1.04% Add +2.1% 31,496 $2.3M
Mystic Asset Management, Inc. 0.52% Reduce -0.4% 31,471 $2.3M
Praxis Investment Management Inc. 0.14% No change 31,342 $2.3M
Wesbanco Bank Inc. 0.06% Reduce -9.3% 31,213 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.13% Add +101.8% 31,208 $2.2M
Artemis Investment Management LLP 0.02% Reduce -58.9% 30,732 $2.2M
Argyle Capital Management, LLC 0.72% Add +1.0% 30,717 $2.2M
Meiji Yasuda Asset Management Co Ltd. 0.11% Add +2.8% 30,703 $2.2M
Gibbs Wealth Management 0.29% Add +110.0% 30,430 $2.2M
Peak Financial Advisors LLC 0.97% Reduce -19.0% 30,407 $2.2M
Brookstone Capital Management 0.02% Reduce -15.9% 30,368 $2.2M
Concurrent Investment Advisors, LLC 0.02% Add +38.9% 30,331 $2.2M
Raiffeisen Bank International AG 0.03% Add +68.8% 31,000 $2.2M
Nicolet Bankshares Inc. 0.08% Add +220.7% 30,070 $2.2M
Strengthening Families & Communities, LLC 0.54% New 30,206 $2.2M
Daymark Wealth Partners, LLC 0.07% Add +5.9% 30,204 $2.2M
Mirova 0.09% New 30,045 $2.2M
Private Management Group Inc. 0.06% No change 30,041 $2.2M
HBK Sorce Advisory LLC 0.04% Reduce -5.5% 23,585 $2.1M
BCGM Wealth Management, LLC 0.53% Add +4.5% 29,541 $2.1M
Searle & Co. 0.54% No change 29,426 $2.1M
Foundations Investment Advisors, LLC 0.03% Reduce -26.9% 29,306 $2.1M
Boothbay Fund Management, LLC 0.05% Add +516.2% 29,296 $2.1M
Independent Advisor Alliance 0.02% Reduce -6.6% 29,209 $2.1M
Laird Norton Wetherby Trust Company, LLC 0.05% Add +1.4% 29,193 $2.1M
Bradley Foster & Sargent Inc. 0.03% Reduce -2.6% 28,892 $2.1M
Urban Wealth Management, LLC 2.12% Reduce -18.6% 28,862 $2.1M
Jacobi Capital Management LLC 0.12% Reduce -0.6% 28,733 $2.1M
Jupiter Asset Management Ltd. 0.01% Reduce -89.0% 28,647 $2.1M
Keynote Financial Services LLC 1.10% Reduce -2.2% 28,624 $2.1M
Stock Yards Bank & Trust Co. 0.06% Reduce -0.9% 28,622 $2.1M
Entropy Technologies, LP 0.09% New 28,146 $2.0M
KCM Investment Advisors LLC 0.07% Add +30.1% 28,061 $2.0M
Tandem Capital Management Corp. 1.01% Reduce -6.5% 28,058 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -24.0% 27,995 $2.0M
Flagship Capital Management Inc. 1.48% Add +2.6% 27,994 $2.0M
Haverford Trust Co 0.02% Reduce -42.9% 27,515 $2.0M
Woodstock Corp. 0.17% Reduce -9.5% 27,359 $2.0M
Quadrant Capital Group LLC 0.06% Add +20.8% 27,322 $2.0M
Citizens & Northern Corp. 0.49% Add +1.7% 27,288 $2.0M
Lynch & Associates 0.37% Reduce -0.2% 27,218 $2.0M
S&T Bank 0.73% Reduce -41.6% 27,179 $2.0M
Beacon Pointe Advisors, LLC 0.01% Add +60.0% 26,995 $1.9M
Flagship Harbor Advisors, LLC 0.09% Reduce -1.4% 26,921 $1.9M
Retirement Planning Co of New England, Inc. 0.79% Add +5.1% 26,916 $1.9M
Wealth Intelligence, LLC 0.92% Add +3.0% 26,775 $1.9M
Central Pacific Bank - Trust Division 0.26% Reduce -9.7% 26,718 $1.9M
NorthCrest Asset Manangement, LLC 0.06% Reduce -33.7% 26,076 $1.9M
Smartleaf Asset Management LLC 0.07% Add +4.5% 27,185 $1.9M
Kennedy Capital Management LLC 0.04% Reduce -4.2% 26,432 $1.9M
Citizens Financial Group Inc. 0.03% Reduce -12.0% 26,430 $1.9M
AlphaCore Capital LLC 0.04% Reduce -8.7% 26,342 $1.9M
Chicago Partners Investment Group LLC 0.04% Add +4.6% 24,684 $1.9M
Magnetar Financial LLC 0.02% New 26,670 $1.9M
Hudson Portfolio Management LLC 1.57% No change 25,953 $1.9M
Fidelis Capital Partners, LLC 0.13% Add +38.4% 25,804 $1.9M
Vista Investment Partners Ii, LLC 0.83% New 25,616 $1.8M
Huntington National Bank 0.01% Add +7.1% 25,514 $1.8M
StoneX Group Inc. 0.10% Reduce -18.4% 25,437 $1.8M
GAMMA Investing LLC 0.08% Add +9.8% 25,163 $1.8M
Dorato Capital Management 1.33% Add +9.1% 22,875 $1.8M
Aaron Wealth Advisors LLC 0.10% Reduce -31.2% 25,018 $1.8M
Rossmore Private Capital 0.16% Add +6.5% 24,989 $1.8M
Johnson Investment Counsel Inc. 0.01% Reduce -0.3% 24,628 $1.8M
Greenwich Wealth Management LLC 0.07% Reduce -0.2% 24,594 $1.8M
HM Payson & Co. 0.03% Add +15.5% 24,440 $1.8M
BNP Paribas 0.06% Add +138.2% 24,354 $1.8M
Archer Investment Corp 0.37% No change 24,422 $1.8M
Lipe & Dalton 0.92% Reduce -8.6% 24,365 $1.8M
Bokf, NA 0.03% Reduce -1.4% 24,015 $1.7M
Affinity Investment Advisors, LLC 1.07% Add +10.6% 23,780 $1.7M
Valeo Financial Advisors, LLC 0.04% Reduce -27.2% 23,756 $1.7M
Lighthouse Investment Partners, LLC 0.06% New 23,597 $1.7M
Ashton Thomas Private Wealth, LLC 0.04% Add +28.3% 23,525 $1.7M
West Family Investments, Inc. 0.58% Reduce -5.4% 22,999 $1.7M
LifePlan Financial, LLC 1.22% Reduce -1.8% 22,904 $1.6M
Fund 1 Investments, LLC 0.21% New 22,759 $1.6M
Slagle Financial, LLC 0.54% Add +5.0% 22,748 $1.6M
Stratos Wealth Partners, LTD. 0.02% Reduce -8.2% 22,636 $1.6M
Coldstream Capital Management Inc. 0.02% Add +10.0% 22,375 $1.6M
Segall Bryant & Hamill, LLC 0.02% No change 22,322 $1.6M
Meeder Advisory Services, Inc. 0.07% Add +4.4% 22,249 $1.6M
Caisse Des Depots Et Consignations 0.03% No change 22,237 $1.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 22,201 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +11.9% 22,152 $1.6M
Premier Path Wealth Partners, LLC 0.21% Reduce -6.9% 22,062 $1.6M
Focused Alpha, LLC 0.49% Add +250.0% 22,049 $1.6M
Jefferies Financial Group Inc. 0.02% Reduce -59.7% 22,042 $1.6M
Syon Capital LLC 0.08% Reduce -2.8% 22,007 $1.6M
Donoghue Forlines LLC 0.44% Add +16.8% 21,992 $1.6M
Readystate Asset Management LP 0.16% Add +22.0% 21,632 $1.6M
EverSource Wealth Advisors, LLC 0.05% Add +34.3% 21,506 $1.5M
Nomura Holdings Inc. 0.01% Reduce -94.7% 21,474 $1.5M
Fulton Bank, N.A. 0.05% Reduce -4.0% 21,466 $1.5M
Arjuna Capital 0.39% Add +2.8% 21,433 $1.5M
Essex Financial Services, Inc. 0.09% Add +7.0% 21,384 $1.5M
Mgo One Seven LLC 0.03% Add +4.8% 21,361 $1.5M
Birch Hill Investment Advisors LLC 0.07% Reduce -0.8% 21,185 $1.5M
Evergreen Capital Management LLC 0.03% Reduce -5.3% 21,038 $1.5M
Consolidated Investment Group LLC 0.16% New 21,000 $1.5M
Machina Capital S.A.S. 0.30% Add +17.0% 20,973 $1.5M
Wedmont Private Capital 0.05% Add +24.8% 19,100 $1.5M
Integrated Advisors Network LLC 0.08% Reduce -8.7% 20,912 $1.5M
TCW Group Inc. 0.01% Add +5.1% 20,897 $1.5M
Tema ETFs LLC 0.10% Add +0.5% 20,728 $1.5M
W.G. Shaheen & Associates DBA Whitney & Co 0.12% Reduce -2.6% 20,725 $1.5M
Principle Wealth Partners LLC 0.09% Add +0.0% 20,713 $1.5M
AdvisorNet Financial, Inc 0.08% Reduce -0.6% 20,690 $1.5M
Iowa State Bank 0.27% Reduce -3.3% 20,534 $1.5M
Nations Financial Group Inc, /Ia/ 0.08% Add +17.1% 20,353 $1.5M
Legacy Capital Group California, Inc. 0.55% Add +37.4% 20,260 $1.5M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -1.0% 20,219 $1.5M
Brooklyn Investment Group 0.05% Add +17.8% 20,209 $1.5M
Perbak Capital Partners LLP 0.35% New 20,078 $1.4M
Ark Wealth Advisors LLC 1.42% Add +16.2% 20,000 $1.4M
Sivik Global Healthcare LLC 1.09% New 20,000 $1.4M
William B. Walkup & Associates, Inc. 0.86% Add +4.1% 21,162 $1.4M
Wynn Capital, LLC 0.74% Reduce -0.9% 19,961 $1.4M
Signaturefd, LLC 0.02% Add +7.3% 19,914 $1.4M
Barnes Dennig Private Wealth Management LLC 1.41% Reduce -7.8% 19,854 $1.4M
Kennondale Capital Management LLC 1.02% No change 19,787 $1.4M
Greenwood Capital Associates LLC 0.16% Add +0.4% 19,779 $1.4M
Investors Research Corp 0.27% Reduce -1.9% 19,767 $1.4M
Tweedy, Browne Co LLC 0.11% Add +58.3% 19,132 $1.4M
Twin Capital Management Inc. 0.18% Reduce -0.2% 19,015 $1.4M
RFG Advisory, LLC 0.03% Reduce -13.7% 18,996 $1.4M
HUB Investment Partners, LLC 0.03% Add +16.0% 18,989 $1.4M
Tounjian Advisory Partners, LLC 0.49% Add +16.1% 18,944 $1.4M
Pine Valley Investments Ltd Liability Co 0.07% Add +4.2% 18,820 $1.4M
Brighton Jones LLC 0.03% New 18,801 $1.4M
Florida Trust Wealth Management Co 0.04% Reduce -11.3% 18,755 $1.3M
Carret Asset Management, LLC 0.13% Reduce -1.1% 18,568 $1.3M
Prospera Financial Services Inc 0.02% Reduce -6.3% 18,496 $1.3M
Vestmark Advisory Solutions, Inc. 0.01% Reduce -25.1% 18,503 $1.3M
Inscription Capital, LLC 0.14% Add +1.7% 18,492 $1.3M
Capital Group Private Client Services, Inc. 0.02% Add +438.5% 18,405 $1.3M
Elevation Point Wealth Partners, LLC 0.03% Add +3.3% 18,362 $1.3M
Ritholtz Wealth Management 0.02% Add +3.3% 18,347 $1.3M
Pallas Capital Advisors LLC 0.05% Reduce -18.0% 18,236 $1.3M
Avantra Family Wealth, Inc. 0.97% Add +2.5% 18,231 $1.3M
PFG Investments, LLC 0.06% Reduce -6.2% 18,211 $1.3M
Townsquare Capital LLC 0.29% Add +6.5% 17,936 $1.3M
Delta Financial Advisors LLC 0.33% Add +0.2% 17,880 $1.3M
United Bank 0.43% New 17,879 $1.3M
Courier Capital LLC 0.07% Add +2.5% 17,845 $1.3M
Becker Capital Management Inc. 0.04% Reduce -11.3% 17,816 $1.3M
Westport Asset Management Inc. 0.56% No change 17,772 $1.3M
Cetera Trust Company, N.A 0.72% Add +17.0% 17,693 $1.3M
Bollard Group LLC 0.04% Add +0.9% 17,653 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +32.3% 17,453 $1.3M
VARCOV Co. 0.46% New 17,192 $1.2M
Foster & Motley Inc. 0.06% Add +3.1% 17,101 $1.2M
Home Federal Bank of Tennessee 0.31% Add +24.0% 17,050 $1.2M
Vaughan Nelson Investment Management, L.P. 0.01% No change 17,035 $1.2M
Collar Capital Management, LLC 0.79% Reduce -0.1% 16,987 $1.2M
Wellington Shields & Co., LLC 0.31% Reduce -6.1% 16,749 $1.2M
Greenleaf Trust 0.01% Add +6.1% 16,733 $1.2M
LS Investment Advisors, LLC 0.18% Add +366.3% 16,670 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -29.5% 16,594 $1.2M
DoubleLine ETF Adviser LP 0.45% New 16,464 $1.2M
Cullen/Frost Bankers, Inc. 0.01% Add +159.1% 16,423 $1.2M
Cary Street Partners Financial LLC 0.03% Add +19.6% 16,297 $1.2M
Delta Capital Management LLC 0.65% Add +1.9% 16,240 $1.2M
MASTERINVEST Kapitalanlage GmbH 0.12% Add +99.8% 16,211 $1.2M
Lazard Freres Gestion S.A.S. 0.02% No change 16,075 $1.2M
Sumitomo Life Insurance Co. 0.03% Add +2.8% 16,037 $1.2M
China Universal Asset Management Co., Ltd. 0.09% No change 16,000 $1.1M
TOWER TRUST & INVESTMENT Co 0.74% Add +0.4% 15,773 $1.1M
Boyar Asset Management Inc. 0.64% Reduce -8.2% 15,758 $1.1M
Curbstone Financial Management Corp 0.22% No change 15,732 $1.1M
M Holdings Securities, Inc. 0.08% Reduce -5.5% 12,968 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +1.3% 15,716 $1.1M
Moody National Bank Trust Division 0.11% Add +0.1% 15,696 $1.1M
Essex Bank 0.25% Reduce -0.5% 15,610 $1.1M
Ingalls & Snyder LLC 0.04% Add +0.3% 15,525 $1.1M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -4.3% 15,894 $1.1M
DRW Securities, LLC 0.06% Add +193.3% 15,522 $1.1M
M&G PLC 0.01% Add +22.1% 15,356 $1.1M
Mach-1 Financial Group, LLC 0.38% Add +304.2% 15,160 $1.1M
Two Sigma Securities, LLC 0.13% New 15,040 $1.1M
Sigma Planning Corp 0.03% Add +9.2% 15,028 $1.1M
Highview Capital Management LLC 0.39% Add +10.0% 15,017 $1.1M
Kingswood Wealth Advisors, LLC 0.05% Reduce -7.5% 15,006 $1.1M
Tsfg, LLC 0.16% Reduce -1.4% 14,987 $1.1M
Palouse Capital Management, Inc. 0.73% Reduce -7.1% 14,946 $1.1M
Capital Advisors Inc. 0.02% Reduce -0.5% 14,913 $1.1M
Dumont & Blake Investment Advisors LLC 0.27% Add +149.0% 14,798 $1.1M
Intrust Bank NA 0.09% Add +9.9% 14,745 $1.1M
Cresset Asset Management, LLC 0.00% Reduce -11.9% 14,715 $1.1M
Hennion & Walsh Asset Management, Inc. 0.04% Add +32.6% 14,651 $1.1M
Integrity Alliance, Llc. 0.04% Reduce -46.2% 14,636 $1.1M
NewEdge Wealth, LLC 0.01% Reduce -41.8% 14,603 $1.0M
Blueshift Asset Management, LLC 0.32% Add +367.0% 14,593 $1.0M
Independent Financial Group, LLC 0.02% Reduce -15.8% 14,589 $1.0M
Bahl & Gaynor LLC 0.01% No change 14,553 $1.0M
Richard W. Paul & Associates, LLC 0.35% Add +3.6% 14,510 $1.0M
Welch & Forbes LLC 0.01% Reduce -15.7% 14,505 $1.0M
CENTRAL TRUST Co 0.02% Add +24.7% 14,434 $1.0M
CSS LLC 0.16% Reduce -21.2% 14,361 $1.0M
Profund Advisors LLC 0.04% Reduce -31.2% 14,216 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -4.9% 14,050 $1.0M
Trust Asset Management LLC 0.07% No change 14,022 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -4.7% 13,989 $1.0M
Mork Capital Management, LLC 0.71% Reduce -38.0% 13,960 $1.0M
Alerus Financial NA 0.05% Add +15580.9% 13,956 $1.0M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -32.4% 13,820 $992K
Cornerstone Wealth Management, LLC 0.05% Add +2.2% 13,793 $991K
InvesTrust 0.42% Add +2.9% 13,786 $990K
Michels Family Financial, LLC 0.71% Add +32.2% 13,775 $989K
RMR Wealth Builders 0.08% Reduce -0.1% 13,740 $987K
Wedbush Securities Inc. 0.03% Reduce -3.0% 13,728 $986K
Prime Capital Investment Advisors, LLC 0.01% Reduce -5.8% 13,720 $985K
Brown, Lisle/Cummings, Inc. 0.25% Add +0.8% 13,708 $985K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +51.3% 13,690 $983K
San Luis Wealth Advisors LLC 0.16% Add +8.5% 13,679 $982K
Krilogy Financial LLC 0.03% Reduce -8.1% 12,758 $980K
UMB Bank, n.a. 0.01% Reduce -4.2% 13,518 $971K
Baker Tilly Wealth Management, LLC 0.23% Add +1.5% 13,433 $965K
Mengis Capital Management, Inc. 0.17% Reduce -4.3% 13,394 $962K
Kentucky Trust Co 0.50% Reduce -3.5% 13,390 $962K
Capital Investment Advisory Services, LLC 0.07% Reduce -1.0% 13,368 $960K
Roundview Capital LLC 0.06% New 13,288 $954K
Diversify Advisory Services, LLC 0.15% Reduce -42.6% 11,369 $954K
TCI Wealth Advisors, Inc. 0.05% Reduce -0.2% 13,266 $953K
Aljian Capital Management, LLC 0.19% Add +0.3% 13,175 $946K
Ostrum Asset Management 0.05% Reduce -31.7% 13,129 $943K
Harbour Investments, Inc. 0.01% Add +134.5% 13,110 $942K
Savvy Advisors, Inc. 0.03% Add +32.3% 13,030 $936K
Fifth Third Wealth Advisors LLC 0.03% Add +24.0% 12,896 $926K
Wilmington Savings Fund Society, FSB 0.02% Add +1.8% 12,789 $919K
Badgley Phelps Wealth Managers, LLC 0.02% Add +0.6% 12,719 $913K
St. Johns Investment Management Company, LLC 0.38% Add +13.9% 12,715 $913K
1ST Source Bank 0.05% Add +6.9% 12,707 $913K
Mainstay Capital Management LLC 0.07% New 12,676 $910K
ProVise Management Group, LLC 0.07% Add +0.1% 12,661 $909K
IHT Wealth Management, LLC 0.02% Add +13.4% 12,657 $909K
SVB Wealth LLC 0.06% Reduce -9.2% 12,610 $906K
Longfellow Investment Management Co. LLC 0.19% No change 12,610 $906K
Round Rock Advisors LLC 0.14% Reduce -16.4% 12,599 $905K
Kovack Advisors, Inc. 0.05% Reduce -11.8% 12,425 $898K
Parallel Advisors, LLC 0.02% Add +7.5% 12,478 $896K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% Add +5.3% 12,460 $895K
Visionary Wealth Advisors 0.04% Reduce -1.2% 12,423 $892K
Twin Lakes Capital Management, LLC 0.41% Reduce -27.8% 12,405 $891K
State of Wyoming 0.11% Reduce -2.5% 12,397 $890K
Broadwater Capital Management LLC 0.66% No change 11,210 $890K
LRI Investments, LLC 0.08% Add +0.0% 12,373 $889K
Empower Advisory Group, LLC 0.00% Add +13.4% 12,307 $884K
Monetary Management Group Inc. 0.21% No change 12,250 $880K
Proffitt & Goodson Inc. 0.13% Add +2.1% 12,137 $872K
Bluespring Wealth Management, LLC 0.07% Reduce -0.8% 12,110 $870K
Groupama Asset Managment 0.01% Reduce -15.7% 12,083 $868K
Convergence Investment Partners, LLC 0.14% Reduce -53.9% 12,026 $864K
Level Four Advisory Services, LLC 0.03% Add +24.6% 12,003 $862K
VCI Wealth Management LLC 0.24% Reduce -13.4% 12,000 $862K
Brown Wealth Management, LLC 0.22% Reduce -2.8% 11,961 $859K
Cigna Investments Inc. 0.13% Reduce -0.7% 11,965 $859K
Mutual Advisors, LLC 0.02% Add +3.8% 11,862 $852K
Koshinski Asset Management, Inc. 0.05% Add +54.4% 11,846 $851K
Qtron Investments LLC 0.12% No change 11,844 $851K
Means Investment Co., Inc. 0.07% Add +187.3% 11,813 $848K
Patton Albertson Miller Group, LLC 0.10% Reduce -0.8% 11,753 $844K
Net Worth Advisory Group 0.17% Add +17.7% 11,748 $844K
Alliance Private Wealth, LLC 0.30% Add +2.1% 11,723 $842K
Cohen Klingenstein LLC 0.03% No change 11,700 $840K
St Germain D J Co. Inc. 0.03% Reduce -8.6% 11,664 $838K
Confluence Wealth Services, Inc. 0.03% Add +27.6% 11,660 $837K
IFP Advisors, Inc 0.02% Add +15.7% 11,648 $837K
Kintra Wealth, LLC 0.06% New 11,638 $836K
Agp Franklin, LLC 0.41% Add +1.3% 11,563 $830K
St. Louis Financial Planners Asset Management, LLC 0.47% Reduce -5.8% 11,562 $830K
Bailard, Inc. 0.02% No change 11,520 $827K
Prelude Capital Management, LLC 0.06% Add +339.1% 11,518 $827K
Generali Investments CEE, investicni spolecnost, a.s. 0.04% No change 11,500 $826K
Waters Parkerson & Co., LLC 0.04% Add +0.9% 11,400 $819K
Fideuram Asset Management (Ireland) dac 0.10% Reduce -36.7% 10,805 $819K
Ameritas Investment Partners, Inc. 0.03% Add +0.0% 11,366 $816K
Montag A & Associates Inc. 0.04% No change 11,340 $814K
Neo Ivy Capital Management 0.21% New 11,290 $811K
Arax Advisory Partners 0.02% Reduce -50.6% 11,241 $807K
Bridgefront Capital, LLC 0.20% Reduce -37.9% 11,229 $806K
F/m Investments LLC 0.05% Reduce -46.7% 11,181 $803K
Investors Asset Management of Georgia Inc. /Ga/ 0.33% Add +9.6% 11,128 $799K
Novem Group 0.09% Reduce -13.8% 11,078 $796K
Meridian Wealth Management, LLC 0.03% Add +15.0% 11,042 $793K
First United Bank & Trust 0.26% Reduce -2.3% 11,032 $792K
Curat Global, LLC 0.78% Reduce -6.6% 11,020 $791K
Personal Cfo Solutions, LLC 0.11% Add +2.1% 10,960 $787K
Versant Capital Management, Inc 0.08% Add +42.6% 10,959 $787K
Smith, Moore & Co. 0.06% Reduce -2.9% 10,929 $785K
Eads & Heald Wealth Management 0.39% No change 10,863 $780K
Parsons Capital Management Inc. 0.04% Add +86.3% 10,853 $779K
Geneos Wealth Management Inc. 0.02% Add +44.1% 10,828 $778K
Mount Lucas Management LP 0.29% Add +2.1% 10,807 $776K
Tectonic Advisors LLC 0.04% Add +6.0% 10,801 $776K
Westpac Banking Corp. 0.05% Reduce -14.3% 10,777 $774K
Widmann Financial Services, Inc. 0.46% Reduce -2.7% 10,771 $774K
Forza Wealth Management, LLC 0.27% Add +3.4% 10,769 $773K
Hanseatic Management Services Inc. 0.74% — 10,768 $773K
Focus Financial Network, Inc. 0.03% Add +4.5% 10,705 $769K
Frank, Rimerman Advisors LLC 0.05% Reduce -27.3% 10,588 $760K
JB Capital LLC 0.03% Add +0.9% 10,579 $760K
United Asset Strategies, Inc. 0.06% Add +6.9% 10,574 $759K
Ofi Invest Asset Management 0.01% Reduce -95.1% 12,180 $759K
FSM Wealth Advisors, LLC 0.10% Add +0.3% 10,524 $756K
Newman Dignan & Sheerar, Inc. 0.16% Reduce -6.1% 10,449 $750K
Frec Markets, Inc. 0.13% Add +55.1% 10,434 $749K
SageView Advisory Group, LLC 0.03% Reduce -12.5% 10,408 $748K
Mendel Money Management 0.31% Reduce -7.0% 10,382 $746K
International Assets Investment Management, LLC 0.05% Reduce -0.7% 10,285 $746K
Harrell Investment Partners, LLC 0.18% New 10,381 $746K
Sierra Capital LLC 0.08% No change 10,378 $745K
Weatherly Asset Management L. P. 0.06% Reduce -0.3% 10,359 $744K
Morey & Quinn Wealth Partners, LLC 0.53% Add +0.0% 10,341 $743K
Eastern Bank 0.01% Reduce -2.4% 10,317 $741K
Hartford Financial Management Inc. 0.19% Reduce -2.3% 10,312 $741K
Lester Murray Antman dba SimplyRich 0.19% No change 10,304 $740K
Private Trust Co. NA 0.07% Reduce -3.4% 10,298 $740K
Byrne Asset Management LLC 0.44% Reduce -20.0% 10,216 $734K
Redwood Investment Management, LLC 0.09% Add +6.5% 10,212 $733K
Anchor Investment Management, LLC 0.06% Add +0.0% 10,171 $730K
Venture Visionary Partners LLC 0.02% Add +6.4% 10,112 $726K
WASHINGTON TRUST Co 0.02% Add +39.2% 10,095 $725K
MeadowBrook Investment Advisors LLC 0.65% Add +0.5% 10,089 $725K
Albert D Mason Inc. 0.47% Reduce -0.5% 10,076 $724K
Elevated Capital Advisors, LLC 0.18% Add +6039.9% 10,008 $719K
Northstar Group, Inc. 0.10% Reduce -3.8% 9,904 $711K
Journey Strategic Wealth LLC 0.02% Add +47.9% 9,844 $707K
Pflug Koory, LLC 0.32% No change 9,843 $707K
Transcend Capital Advisors, LLC 0.06% Reduce -7.7% 9,838 $707K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.1% 9,778 $702K
Ascentis Independent Advisors 0.05% Reduce -3.5% 9,776 $702K
Strategic Investment Advisors / MI 0.05% Add +9.6% 9,741 $700K
Founders Financial Alliance, LLC 0.13% Reduce -2.1% 9,734 $699K
NCM Capital Management, LLC 0.25% Add +0.0% 9,733 $699K
Thrive Capital Management, LLC 0.15% Add +6.4% 9,715 $698K
Aurdan Capital Management, LLC 0.21% Add +0.1% 9,713 $698K
Mather Group, Llc. 0.01% Add +73.6% 9,701 $697K
Centennial Wealth Advisory LLC 0.17% Add +27.3% 9,692 $696K
Rare Wolf Capital LLC 0.45% Reduce -1.2% 9,659 $694K
GC Wealth Management RIA, LLC 0.03% Reduce -8.4% 9,621 $691K
Dakota Wealth Management 0.01% Reduce -59.4% 9,620 $691K
Persium Advisors, LLC 0.54% Add +5.5% 9,514 $683K
Ameritas Advisory Services, LLC 0.03% Reduce -5.5% 9,496 $682K
MTM Investment Management, LLC 0.22% No change 9,485 $681K
Herold Advisors, Inc. 0.15% Reduce -6.3% 9,476 $681K
Maverick Capital 0.01% New 9,472 $680K
Sava Infond d.o.o. 0.10% No change 9,450 $679K
Mayflower Financial Advisors, LLC 0.08% Add +1.8% 9,428 $677K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 9,382 $674K
Addison Capital Co 0.12% Add +4.6% 9,378 $674K
Perpetual Ltd 0.01% Add +10.7% 9,333 $670K
Cove Private Wealth, LLC 0.15% Add +2.1% 9,300 $668K
Greenfield Savings Bank 0.28% Reduce -4.2% 9,276 $666K
Moneta Group Investment Advisors LLC 0.01% Add +12.4% 9,269 $666K
Emerald Investment Advisers, LLC 0.06% — 9,255 $665K
Family Legacy, Inc. 0.20% Reduce -1.2% 9,220 $662K
Sheets Smith Wealth Management 0.07% Reduce -46.0% 9,211 $662K
Ascent Group, LLC 0.02% Add +1.4% 9,207 $661K
Garrison Point Advisors, LLC 0.30% No change 9,200 $661K
Meridian Investment Counsel Inc. 0.16% No change 9,195 $660K
Steadtrust LLC 0.37% No change 9,175 $659K
Edgestream Partners, L.P. 0.02% New 9,142 $657K
Pettee Investors, Inc. 0.34% No change 7,880 $656K
Deseret Mutual Benefit Administrators 0.22% Reduce -39.0% 9,128 $656K
SummitTX Capital, L.P. 0.02% New 9,123 $655K
Global Financial Private Client, LLC 0.21% Add +3.9% 9,115 $655K
Atlantic Edge Private Wealth Management, LLC 0.16% Reduce -1.4% 9,115 $655K
Journey Retirement Planning & Investment Management LLC 0.58% Reduce -68.3% 9,109 $654K
WealthTrust Axiom LLC 0.16% Add +0.0% 9,110 $654K
Smith Salley Wealth Management 0.03% Reduce -0.2% 9,095 $653K
Advyzon Investment Management, LLC 0.06% Add +59.8% 9,086 $653K
Heritage Investors Management Corp. 0.02% Add +2.6% 9,031 $649K
Peoples Bank 0.65% Reduce -4.0% 9,035 $649K
IFS Group,LLC 0.57% — 8,982 $645K
Strategy Asset Managers LLC 0.11% New 8,944 $642K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -14.0% 8,762 $642K
Insight Inv LLC 0.35% Reduce -22.3% 8,927 $641K
Triangle Securities Wealth Management 0.14% Reduce -6.6% 8,892 $639K
Leo Wealth, LLC 0.05% Add +7.9% 8,813 $633K
E Fund Management Co., Ltd. 0.02% — 8,806 $632K
Boltwood Capital Management 0.16% Reduce -0.1% 8,785 $631K
Zions Bancorporation, National Association 0.04% Reduce -21.6% 8,759 $629K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -8.1% 8,741 $628K
Everett Harris & Co. 0.01% No change 8,694 $624K
Chesapeake Capital Corp. 0.45% No change 8,683 $624K
Choate Investment Advisors 0.01% Reduce -10.3% 8,676 $623K
VestGen Advisors, LLC 0.02% Add +17.9% 6,518 $620K
Supplemental Annuity Collective Trust of NJ 0.17% Reduce -28.4% 8,595 $617K
Essex LLC 0.11% Reduce -0.1% 8,586 $617K
Whittier Trust Co. 0.01% Reduce -0.9% 8,410 $616K
TSG Advice Partners, LLC 0.09% Add +1.2% 8,575 $616K
Avestar Capital, LLC 0.04% Add +7.2% 8,489 $610K
Benin Management CORP 0.14% Add +1.2% 8,420 $605K
VAUGHAN & Co SECURITIES, INC. 0.31% Reduce -3.9% 8,384 $602K
Spinnaker Trust 0.03% No change 8,288 $595K
Silverlake Wealth Management LLC 0.13% Add +0.3% 8,263 $593K
Soltis Investment Advisors LLC 0.04% Add +2.3% 8,232 $591K
Lanark Financial, Inc. 0.04% Reduce -9.1% 8,227 $591K
Goelzer Investment Management, Inc. 0.03% Add +30.4% 8,209 $590K
Leigh Baldwin & Co., LLC 0.38% Add +0.4% 8,201 $589K
Everhart Financial Group, Inc. 0.05% Reduce -9.6% 8,182 $588K
Key Client Fiduciary Advisors, LLC 0.20% Add +2.9% 8,167 $587K
Optimize Financial Inc. 0.29% New 8,151 $585K
Checchi Capital Advisers, LLC 0.04% Add +21.4% 8,136 $584K
Kera Capital Partners, Inc. 0.07% Reduce -9.3% 8,132 $584K
Aristeia Capital, L.L.C. 0.02% Add +30.3% 8,066 $579K
Insigneo Advisory Services, LLC 0.04% Reduce -7.1% 8,021 $576K
ASO GROUP Ltd 0.24% No change 8,000 $575K
Investment House LLC 0.03% No change 7,965 $572K
MCF Advisors LLC 0.03% Add +72.9% 7,955 $571K
Hilltop Holdings Inc. 0.05% Reduce -54.7% 7,949 $571K
Waterloo Capital, L.P. 0.04% Reduce -3.0% 7,945 $571K
Larson Financial Group LLC 0.02% Add +41.0% 7,942 $570K
Counterpoint Mutual Funds LLC 0.09% New 7,941 $570K
Beverly Hills Private Wealth, LLC 0.10% Add +3.2% 7,910 $568K
Pinebridge Investments LLC 0.00% New 7,877 $566K
Mitchell McLeod Pugh & Williams Inc. 0.08% Reduce -19.3% 7,859 $564K
Diligent Investors, LLC 0.14% Reduce -2.9% 7,849 $564K
Indivisible Partners 0.05% Add +6.3% 7,834 $563K
ARS Wealth Advisors Group, LLC 0.05% Reduce -2.8% 7,825 $562K
American State Bank (Iowa) 0.27% Add +2.2% 7,791 $560K
Moneco Advisors, LLC 0.04% Reduce -4.0% 7,768 $558K
Burns Matteson Capital Management, LLC 0.22% Reduce -0.2% 7,734 $555K
BCU Wealth Advisors, LLC 0.21% Add +0.4% 7,726 $555K
Glenview Trust Co 0.01% Reduce -8.1% 7,703 $553K
Empire Financial Management Company, LLC 0.12% Add +5.9% 7,648 $549K
Traub Capital Management LLC 0.54% Reduce -3.8% 7,599 $546K
Davidson Trust Co. 0.23% Add +1.6% 7,586 $545K
Calamos Wealth Management LLC 0.02% Reduce -11.6% 7,531 $541K
Baker Avenue Asset Management, LP 0.01% Add +19.6% 7,503 $539K
Procyon Advisors, LLC 0.03% Add +73.0% 7,498 $539K
Certuity, LLC 0.04% Add +42.7% 7,488 $538K
Summit Financial Wealth Advisors, LLC 0.08% Reduce -11.3% 7,487 $538K
Verdence Capital Advisors LLC 0.03% Add +0.8% 7,477 $537K
CreativeOne Wealth, LLC 0.01% Reduce -13.1% 7,470 $536K
Snowwater Investment Partners, LLC 0.50% Reduce -3.1% 7,432 $534K
Crews Bank & Trust 0.08% Add +1.5% 7,424 $533K
Beaton Management Co. Inc. 0.24% No change 7,360 $529K
Gateway Wealth Partners, LLC 0.02% New 7,363 $529K
Quadrature Capital Ltd 0.01% New 7,345 $528K
Apella Capital, LLC 0.01% Add +38.0% 6,823 $527K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -62.6% 7,334 $527K
Citizens Business Bank 0.09% Reduce -0.7% 7,325 $526K
Cullen Investment Group, LTD. 0.07% Reduce -3.3% 7,319 $526K
Rehmann Capital Advisory Group 0.03% Reduce -2.0% 7,290 $524K
Financial Engines Advisors L.L.C. 0.00% Reduce -17.1% 7,263 $522K
Mindset Wealth Management, LLC 0.14% Add +1.4% 7,201 $517K
Pure Financial Advisors, LLC 0.01% Add +2.9% 7,188 $516K
Wealth Alliance, LLC 0.05% Reduce -2.7% 7,184 $516K
Composition Wealth, LLC 0.01% Reduce -3.1% 7,177 $515K
Turtle Creek Wealth Advisors, LLC 0.04% Add +8.4% 7,174 $515K
First National Bank & Trust Co. of Newtown 0.11% Reduce -23.0% 7,157 $514K
Ballentine Partners, LLC 0.01% Reduce -4.4% 7,121 $511K
Quotient Wealth Partners, LLC 0.01% Reduce -3.9% 7,107 $510K
Arvest Investments, Inc. 0.07% Add +0.0% 7,068 $508K
Prasad Wealth Partners, LLC 0.14% Add +0.6% 7,039 $506K
NorthRock Partners, LLC 0.01% Add +98.7% 7,031 $505K
Williams Financial, LLC 0.29% No change 7,020 $504K
Coastal Bridge Advisors, LLC 0.04% Reduce -3.8% 7,003 $503K
Wellington Shields Capital Management, LLC 0.08% Reduce -2.3% 6,986 $502K
MMBG Investment Advisors Co. 0.05% Reduce -28.5% 6,975 $501K
Dimension Capital Management LLC 0.07% Reduce -33.7% 6,967 $500K
World Equity Group, Inc. 0.13% Add +27.1% 6,932 $498K
Severin Investments, LLC 0.43% Reduce -52.7% 6,916 $497K
Martingale Asset Management L P 0.01% New 6,912 $496K
GeoWealth Management, LLC 0.02% Add +65.0% 6,909 $496K
Bison Wealth, LLC 0.05% Reduce -6.8% 5,055 $496K
Generali Investments, Management Co LLC 0.11% Reduce -55.0% 6,878 $494K
Wilson & Boucher Capital Management, LLC 0.33% No change 6,850 $492K
Boston Family Office LLC 0.03% Add +93.6% 6,815 $489K
OneAscent Financial Services LLC 0.03% Add +45.7% 6,809 $489K
First Nebraska Trust Co 0.05% Add +0.9% 6,796 $488K
Fayez Sarofim & Co 0.00% No change 6,773 $486K
CHICAGO TRUST Co NA 0.08% Reduce -17.0% 6,739 $484K
Provident Living Financial Services, Inc. 0.53% Reduce -1.1% 6,717 $482K
Leavell Investment Management, Inc. 0.02% Reduce -2.1% 6,717 $482K
Avidian Wealth Enterprises, LLC 0.02% Add +2.4% 6,691 $481K
Sunbelt Securities, Inc. 0.03% Add +0.2% 6,664 $479K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% New 6,657 $478K
Boston Trust Walden Corp 0.00% Reduce -54.1% 6,608 $475K
Hexagon Capital Partners LLC 0.07% New 6,606 $474K
Advisory Alpha, LLC 0.01% Add +23.2% 6,586 $473K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -0.7% 6,583 $473K
Quantum Financial Advisors, LLC 0.05% Reduce -0.7% 6,541 $470K
Asahi Life Asset Management Co., LTD. 0.30% Reduce -1.6% 6,538 $470K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -13.7% 6,525 $469K
Cornerstone Wealth Group, LLC 0.03% Add +18.2% 6,049 $468K
Fort Sheridan Advisors LLC 0.06% No change 6,507 $467K
Annex Advisory Services, LLC 0.01% Reduce -12.2% 6,499 $467K
Athena Investment Management 0.24% No change 6,479 $465K
Federated Hermes, Inc. 0.00% Add +0.7% 6,462 $464K
Polymer Capital Management (US) LLC 0.07% Add +0.0% 6,452 $463K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Reduce -6.1% 6,378 $458K
BCS Private Wealth Management, Inc. 0.14% Add +3.7% 6,352 $456K
Naples Global Advisors, LLC 0.03% Reduce -11.4% 6,309 $453K
M.E. Allison & Co., Inc. 0.30% No change 6,270 $450K
North Forty Two & Co. 0.42% Reduce -5.3% 6,268 $450K
Money Concepts Capital Corp. 0.02% Add +1.9% 6,253 $449K
Addison Advisors LLC 0.10% Add +0.2% 6,206 $446K
Oakworth Capital, Inc. 0.02% Add +217.5% 6,188 $444K
Optas, LLC 0.07% Add +34.5% 6,175 $443K
Matrix Asset Advisors Inc. 0.04% No change 6,175 $443K
Cyndeo Wealth Partners, LLC 0.02% New 6,159 $442K
Storgate, LLC 0.35% Add +1.5% 6,146 $441K
Ausdal Financial Partners, Inc. 0.02% Reduce -6.6% 6,144 $441K
Charles Schwab Trust Co 0.03% Reduce -12.7% 6,134 $441K
Gladstone Institutional Advisory LLC 0.02% Reduce -64.8% 6,131 $440K
Alteri Wealth LLC 0.14% Add +3.5% 6,117 $439K
Simplicity Wealth,LLC 0.02% Add +13.1% 6,116 $439K
Rockland Trust Co. 0.02% Reduce -4.3% 6,105 $438K
OpenArc Corporate Advisory, LLC 0.01% Add +21.8% 6,098 $438K
Platform Technology Partners 0.08% Add +47.1% 6,096 $438K
Rathbones Group PLC 0.00% Add +1.5% 6,059 $435K
Webster Bank, N. A. 0.04% Reduce -0.5% 6,051 $435K
Marino, Stram & Associates LLC 0.08% Add +0.5% 6,035 $433K
Reliant Investment Partners, LLC 0.36% No change 6,000 $431K
Virtue Capital Management, LLC 0.07% Add +0.8% 6,109 $428K
Schonfeld Strategic Advisors LLC 0.00% New 5,965 $428K
PEAK6 LLC 0.01% Reduce -13.0% 5,960 $428K
Whalerock Point Partners, LLC 0.09% No change 5,950 $427K
Private Wealth Asset Management, LLC 0.05% Add +1.5% 5,950 $427K
Rahlfs Capital, LLC 0.31% No change 5,930 $426K
Riggs Asset Managment Co. Inc. 0.09% No change 5,929 $426K
Bridgewater Advisors Inc. 0.03% Reduce -2.0% 4,318 $424K
SeaCrest Wealth Management, LLC 0.05% Reduce -7.5% 5,894 $423K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -5.6% 5,771 $423K
Partners in Financial Planning 0.07% No change 5,888 $423K
Denver PWM, LLC 0.14% Reduce -9.9% 4,650 $421K
Beutel, Goodman & Co Ltd. 0.00% Reduce -46.4% 5,865 $421K
Wealth Effects LLC 0.15% Add +1.7% 5,856 $421K
FORA Capital, LLC 0.03% New 5,856 $421K
Rexford Capital Inc. 0.30% Reduce -1.9% 5,832 $419K
Venturi Wealth Management, LLC 0.02% Add +13.3% 5,831 $419K
Beta Wealth Group, Inc. 0.17% Add +3.6% 5,828 $419K
V-Square Quantitative Management LLC 0.04% Reduce -9.2% 5,816 $418K
Auto-Owners Insurance Co 0.01% No change 5,811 $417K
Busey Bank 0.01% Reduce -10.4% 5,811 $417K
Symmetry Partners, LLC 0.02% Reduce -33.3% 5,807 $417K
Aprio Wealth Management, LLC 0.02% Add +10.8% 5,789 $416K
Fielder Capital Group LLC 0.09% Add +111.2% 5,786 $416K
Value Investment Professionals, LLC 0.92% No change 5,777 $415K
TCV Trust & Wealth Management, Inc. 0.03% New 5,775 $415K
PCM Encore, LLC 0.08% Add +2.2% 5,740 $412K
Lifeworks Advisors, LLC 0.05% New 5,739 $412K
OmniStar Financial Group, Inc. 0.21% Reduce -8.2% 5,726 $411K
Verdad Advisers, LP 0.46% Reduce -63.7% 5,700 $409K
Ancora Advisors LLC 0.01% Reduce -0.7% 5,677 $408K
Sanders Morris Harris LLC 0.07% New 5,674 $408K
Everpar Advisors LLC 0.14% Add +10.3% 5,673 $407K
Amara Financial, Llc. 0.28% No change 5,632 $404K
MKT Advisors LLC 0.14% Reduce -0.1% 5,156 $403K
Fiduciary Financial Group, LLC 0.05% Reduce -3.2% 5,608 $403K
Impact Partnership Wealth, LLC 0.05% New 5,573 $400K
Bull Street Advisors, LLC 0.20% No change 5,543 $398K
Koss-Olinger Consulting, LLC 0.03% Reduce -4.7% 5,537 $398K
MQS Management LLC 0.27% Add +51.8% 5,522 $397K
Birchbrook, Inc. 0.19% Reduce -2.5% 5,521 $396K
Forty-three Eighteen Advisors, LLC 0.30% Reduce -31.3% 5,500 $395K
Intrua Financial, LLC 0.04% Reduce -0.3% 5,490 $394K
Icon Wealth Advisors, LLC 0.03% Add +10.0% 4,662 $391K
Allen Capital Group, LLC 0.04% Add +1.6% 5,441 $391K
Octavia Wealth Advisors, LLC 0.04% Reduce -11.3% 5,431 $390K
Mission Wealth Management, LP 0.01% Reduce -0.6% 5,408 $388K
Root Financial Partners, LLC 0.02% Reduce -3.7% 5,401 $388K
Total Wealth Planning & Management, Inc. 0.31% Add +3.6% 5,395 $387K
Beacon Financial Group 0.04% Reduce -3.4% 5,376 $386K
Carson Advisory Inc. 0.20% Add +8.1% 5,367 $385K
Atlas Brown,Inc. 0.12% Add +5.4% 5,353 $384K
Abc Arbitrage SA 0.05% New 5,343 $384K
CWA Asset Management Group, LLC 0.01% Reduce -44.4% 5,340 $384K
Sig Brokerage, LP 0.11% New 5,323 $382K
Cynosure Group, LLC 0.05% New 5,319 $382K
Adirondack Trust Co. 0.13% Reduce -5.1% 5,309 $381K
Prestige Wealth Management Group LLC 0.07% Reduce -0.1% 5,306 $381K
Trust Point Inc. 0.03% Add +44.8% 5,281 $379K
Catalyst Financial Partners LLC 0.04% Reduce -20.8% 5,270 $378K
First Horizon Corp. 0.02% Reduce -8.9% 5,238 $376K
HF Advisory Group, LLC 0.13% Add +12.7% 5,235 $376K
Kestra Investment Management, LLC 0.01% New 5,231 $376K
Wealth Watch Advisors, INC 0.16% Reduce -16.9% 5,225 $375K
Crescent Grove Advisors, LLC 0.04% No change 5,206 $374K
Ceeto Capital Group, LLC 0.11% No change 5,200 $373K
Dickmeyer Boyce Financial Management, Inc. 0.22% — 5,172 $371K
Syverson Strege & Co 0.09% Reduce -11.1% 5,170 $371K
PDS Planning, Inc 0.02% Reduce -12.8% 5,146 $370K
Legacy Capital Wealth Partners, LLC 0.08% Add +13.3% 5,145 $370K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -24.3% 4,498 $369K
Resonant Capital Advisors, LLC 0.02% Add +19.1% 5,132 $369K
Banque Transatlantique SA 0.01% New 5,128 $368K
Vision Financial Markets LLC 0.36% Reduce -0.9% 5,127 $368K
Vectors Research Management, LLC 0.11% Add +1.4% 5,122 $368K
International Private Wealth Advisors LLC 0.22% Add +22.8% 5,104 $367K
Modern Wealth Management, LLC 0.01% Add +5.5% 5,030 $365K
Colter Lewis Investment Partners LLC 0.34% New 5,058 $363K
Curi Capital, LLC 0.01% Add +8.6% 5,044 $362K
YHB Investment Advisors, Inc. 0.03% Reduce -3.2% 5,034 $362K
Summit Global Investments 0.02% Reduce -10.9% 5,021 $361K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Reduce -13.0% 5,024 $361K
Alta Advisers Ltd 0.13% No change 5,012 $360K
Bryn Mawr Trust Advisors, LLC 0.02% Add +29.4% 5,003 $359K
Factorial Partners, LLC 0.26% No change 5,000 $359K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.19% Add +25.0% 5,000 $359K
Meiji Yasuda Life Insurance Co 0.01% New 4,998 $359K
Hobbs Group Advisors, LLC 0.11% Reduce -8.3% 4,986 $358K
Southland Equity Partners LLC 0.07% Reduce -2.8% 4,985 $358K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -2.4% 4,984 $358K
German American Bancorp, Inc. 0.03% New 4,975 $357K
Kathmere Capital Management, LLC 0.02% Reduce -28.1% 4,953 $356K
Abacus Planning Group, Inc. 0.05% Reduce -11.4% 4,952 $356K
Northside Capital Management, LLC 0.03% Add +4.4% 4,950 $356K
CFS Investment Advisory Services, LLC 0.02% Add +11.7% 4,598 $355K
Regal Investment Advisors LLC 0.02% Reduce -15.8% 4,946 $355K
My Portfolio Guide, LLC 0.20% — 4,934 $354K
Accurate Wealth Management, LLC 0.04% New 4,460 $354K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -50.4% 4,907 $352K
Truvestments Capital LLC 0.06% No change 4,906 $352K
Earned Wealth Advisors, LLC 0.02% Add +3.6% 4,878 $350K
Sunpointe, LLC 0.11% Reduce -1.7% 4,865 $349K
Souders Financial Advisors 0.04% Add +5.5% 4,865 $349K
Parkside Financial Bank & Trust 0.03% Reduce -2.4% 4,846 $348K
Bayforest Capital Ltd 0.39% Add +449.5% 4,814 $346K
One Capital Management, LLC 0.01% Add +4.7% 4,814 $346K
Bull Harbor Capital LLC 0.09% — 4,806 $345K
First American Trust, FSB 0.02% Reduce -4.0% 4,805 $345K
Cambria Investment Management, L.P. 0.02% New 4,804 $345K
Banco Santander, S.A. 0.00% Add +71.5% 4,797 $345K
Tranquility Partners, LLC 0.13% No change 4,794 $344K
Lantz Financial LLC 0.07% Reduce -0.9% 4,789 $344K
TIAA Wealth Investment Management LLC 0.00% — 4,805 $344K
Fiera Capital Corp 0.00% Reduce -38.6% 4,774 $343K
Conning Inc. 0.01% Reduce -29.8% 4,771 $343K
Wallace Advisory Group, LLC 0.37% Add +12.8% 4,765 $342K
Blue Trust, Inc. 0.00% Reduce -46.1% 4,745 $341K
Cullen Capital Management, LLC 0.00% No change 4,745 $341K
Cary Street Partners Investment Advisory LLC 0.09% Add +1.7% 4,742 $341K
First Western Trust Bank 0.02% Add +10.5% 4,697 $337K
Sterling Wealth Management, Inc. 0.09% Add +0.0% 4,670 $335K
Aspire Growth Partners LLC 0.23% Reduce -6.1% 4,667 $335K
Corsicana & Co. 0.21% Add +48.5% 4,945 $335K
McCarter Private Wealth Services LLC 0.15% Add +16.8% 4,661 $335K
V2 Financial group LLC 0.16% Add +0.2% 4,651 $334K
Bank Hapoalim BM 0.05% Add +7.7% 4,646 $334K
Torrey Growth & Income Advisors 0.14% Add +0.1% 4,710 $334K
Chase Investment Counsel Corp. 0.09% Add +1.1% 4,617 $331K
Donaldson Capital Management, LLC 0.01% Add +0.6% 4,604 $331K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -1.3% 4,598 $330K
Element Wealth, LLC 0.14% Add +0.2% 4,583 $329K
City Center Advisors, LLC 0.30% Add +2.3% 4,574 $329K
Northeast Investment Management 0.01% No change 4,564 $328K
Manchester Capital Management LLC 0.05% Reduce -3.7% 4,559 $327K
LaSalle St. Investment Advisors, LLC 0.05% Reduce -8.2% 4,557 $327K
LexAurum Advisors, LLC 0.04% — 4,533 $326K
Plan Group Financial, LLC 0.08% Add +2.0% 4,531 $325K
Zacks Investment Management 0.00% Reduce -37.7% 4,528 $325K
Basepoint Wealth LLC 0.19% Reduce -2.1% 4,523 $325K
Keystone Financial Planning, Inc. 0.09% No change 4,521 $325K
Cladis Investment Advisory, LLC 0.18% Add +0.0% 4,515 $324K
Mma Asset Management LLC 0.11% Reduce -0.4% 4,503 $323K
Clayton Financial Group LLC 0.17% No change 4,501 $323K
Waldron Private Wealth LLC 0.01% Add +0.8% 4,494 $323K
Stevens Capital Management LP 0.05% Reduce -66.5% 4,483 $322K
Guardian Partners Inc. 0.03% Reduce -14.3% 4,476 $322K
Tortuga Wealth Management, Inc 0.30% Reduce -0.5% 4,469 $321K
LGT Group Foundation 0.00% Reduce -16.3% 4,468 $321K
Quarry LP 0.07% Reduce -11.3% 4,437 $319K
Sargent Investment Group, LLC 0.04% Reduce -0.7% 4,432 $318K
Diversified Enterprises, LLC 0.02% Reduce -4.9% 4,429 $318K
Pines Wealth Management, LLC 0.10% Reduce -7.7% 4,429 $318K
Meadowbrook Wealth Management, LLC 0.42% Reduce -28.0% 4,375 $314K
Trek Financial, LLC 0.02% Reduce -81.7% 4,364 $313K
Barrett & Company, Inc. 0.11% Reduce -4.2% 4,364 $313K
Meadowbrook Advisors Group, LLC 0.19% New 4,361 $313K
Southern Financial Group, LLC 0.09% Add +0.7% 4,336 $311K
GW Henssler & Associates Ltd. 0.01% Add +8.3% 4,320 $310K
Wescott Financial Advisory Group, LLC 0.03% Add +1.9% 4,302 $309K
North Star Investment Management Corp. 0.02% Add +0.4% 4,295 $308K
JNBA Financial Advisors 0.03% Add +14.8% 4,291 $308K
Linscomb Wealth, Inc. 0.01% New 4,273 $307K
Nilsine Partners, LLC 0.02% Reduce -4.9% 3,909 $306K
Pine Haven Investment Counsel, Inc 0.23% Reduce -3.9% 4,261 $306K
Plimoth Trust Co. LLC 0.07% Add +2.3% 4,259 $306K
US Asset Management LLC 0.26% Reduce -0.6% 4,240 $305K
Tompkins Financial Corp. 0.02% No change 4,238 $304K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% Reduce -11.4% 4,237 $304K
Forum Private Client Group LLC 0.10% Reduce -1.0% 4,212 $302K
Defiance ETFs, LLC 0.00% New 4,193 $301K
BridgePort Financial Solutions, LLC 0.08% Reduce -0.3% 4,137 $297K
Narwhal Capital Management 0.02% No change 4,136 $297K
Pekin Hardy Strauss, Inc. 0.03% Reduce -15.4% 4,125 $296K
Fox Run Management, L.L.C. 0.05% New 4,219 $296K
Fortis Advisors, LLC 0.15% Reduce -2.4% 4,100 $294K
Winthrop Advisory Group LLC 0.02% Reduce -0.1% 4,099 $294K
Ballast Advisors LLC 0.09% Add +1.0% 4,083 $293K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 4,058 $291K
Parcion Private Wealth LLC 0.02% Reduce -0.5% 4,056 $291K
Compass Ion Advisors, LLC 0.03% Reduce -6.3% 4,056 $291K
Howard Capital Management, LLC 0.00% Reduce -49.0% 4,052 $291K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +8.5% 4,047 $291K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.10% Reduce -6.4% 3,709 $291K
Meridian Financial Advisors, LLC 0.16% No change 4,034 $290K
Alliance Wealth Advisors, LLC 0.14% No change 4,028 $289K
71 West Capital Partners 0.01% Add +14.9% 4,025 $289K
Brown Miller Wealth Management, LLC 0.08% Reduce -7.6% 4,012 $288K
Simmons Bank 0.02% Add +20.5% 4,010 $288K
Lincoln Capital Corp. 0.11% New 4,000 $287K
St. Clair Advisors, LLC 0.08% Reduce -33.6% 4,000 $287K
Aviance Capital Partners, LLC 0.03% Reduce -11.1% 3,998 $287K
GTS Securities LLC 0.01% Reduce -70.1% 3,995 $287K
Optivise Advisory Services LLC 0.17% Reduce -0.1% 3,986 $286K
Mosaic Family Wealth Partners, LLC 0.03% New 3,972 $285K
Lesa Sroufe & Co 0.19% No change 3,965 $285K
Smithfield Trust Co 0.01% Reduce -17.4% 3,954 $285K
TRB Wealth Management, LLC 0.04% — 3,960 $284K
Horizon Bancorp Inc. 0.14% Add +3.9% 3,937 $283K
Dynamic Technology Lab Private Ltd 0.05% New 3,933 $282K
Cromwell Holdings LLC 0.16% No change 3,928 $282K
Axiom Financial Strategies, LLC 0.10% Add +7.8% 3,922 $282K
Quest 10 Wealth Builders, Inc. 0.25% Reduce -0.4% 3,912 $281K
Facet Wealth, Inc. 0.00% Add +29.0% 3,903 $280K
Fell Capital Management 0.27% Reduce -11.4% 3,900 $280K
Matrix Private Capital Group LLC 0.13% Reduce -2.1% 3,897 $280K
Eagle Strategies LLC 0.03% New 3,896 $280K
Granite Islands Private Wealth, LLC 0.26% Add +42.1% 3,910 $280K
Luken Investment Analytics, LLC 0.11% Reduce -0.4% 3,881 $279K
Center for Wealth Management Advisory 0.20% Reduce -84.1% 3,879 $279K
Evoke Wealth, LLC 0.01% Reduce -30.6% 3,862 $277K
Freestone Capital Holdings, LLC 0.01% Reduce -4.9% 3,848 $276K
Fulcrum Capital LLC 0.06% Reduce -19.9% 3,837 $276K
Secure Asset Management, LLC 0.04% Add +27.5% 3,833 $275K
Decision Investments, Inc. 0.31% Reduce -6.1% 3,809 $274K
Resolute Capital, LLC 0.11% Add +0.3% 3,805 $273K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -19.9% 3,805 $273K
BCS Wealth Management 0.06% Reduce -50.0% 3,804 $273K
Independence Bank of Kentucky 0.03% Add +14.5% 3,804 $273K
McAdam, LLC 0.01% Add +5.4% 3,797 $273K
Landaas & Co. /Wi 0.06% No change 3,794 $272K
Alamar Capital Management, LLC 0.17% No change 3,784 $272K
Destiny Wealth Partners, LLC 0.03% New 3,767 $271K
Petra Financial Advisors Inc. 0.17% Reduce -11.2% 3,765 $270K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -21.4% 3,407 $270K
Income Insurance Ltd 0.18% No change 3,758 $270K
WealthBridge Capital Management, LLC 0.06% Add +0.6% 3,751 $269K
AlphaGrep UK Ltd 0.08% New 3,738 $268K
Childress Capital Advisors, LLC 0.05% Reduce -7.9% 3,725 $268K
Vicus Capital 0.02% Add +0.6% 3,721 $267K
Marshall Investment Management, LLC 0.13% No change 3,705 $266K
Glen Eagle Advisors, LLC 0.04% Reduce -3.6% 3,694 $265K
Klingman & Associates, LLC 0.01% Reduce -9.5% 3,676 $264K
Red Door Wealth Management, LLC 0.03% Add +1.3% 3,665 $263K
Kendall Capital Management 0.05% Add +2.1% 3,655 $263K
Caliber Wealth Management, LLC / KS 0.03% Add +33.6% 3,650 $262K
Waddell & Associates, LLC 0.01% Add +0.1% 3,639 $261K
Stonebrook Private Inc. 0.06% Add +5.3% 3,633 $261K
Hoxton Planning & Management, LLC 0.08% Reduce -3.6% 3,624 $260K
Community Bank, N.A. 0.03% Reduce -28.7% 3,600 $259K
Cadence Wealth Management LLC 0.11% No change 3,599 $258K
Defined Wealth Management, LLC 0.15% Reduce -1.3% 3,597 $258K
McIlrath & Eck, LLC 0.02% Reduce -4.9% 3,584 $257K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +1091.7% 3,575 $257K
Daner Wealth Management, LLC 0.15% New 2,696 $257K
Triad Wealth Partners, LLC 0.02% Add +14.8% 3,561 $256K
HighPoint Advisor Group LLC 0.01% Reduce -93.3% 3,561 $256K
Sunflower Bank, N.A. 0.07% Reduce -2.0% 3,556 $255K
Resurgent Financial Advisors LLC 0.09% Add +3.1% 3,548 $255K
Strategic Wealth Partners, Ltd. 0.02% Reduce -2.6% 3,543 $254K
Westmount Partners, LLC 0.06% Add +1.1% 3,532 $254K
AlTi Global, Inc. 0.01% Add +4.7% 3,528 $253K
Silver Oak Securities, Incorporated 0.02% Reduce -16.3% 3,528 $253K
CYBER HORNET ETFs LLC 0.16% Reduce -4.1% 3,489 $253K
PCB Capital LLC 0.40% Reduce -0.2% 3,518 $253K
Western Wealth Management, LLC 0.01% Reduce -6.1% 3,513 $252K
Lyell Wealth Management, LP 0.02% No change 3,512 $252K
Endeavor Private Wealth, Inc. 0.07% New 3,506 $252K
CVA Family Office, LLC 0.03% Reduce -34.0% 3,502 $252K
Rossby Financial, LCC 0.05% Add +22.5% 3,460 $251K
SYM FINANCIAL Corp 0.03% Reduce -10.8% 3,485 $250K
Register Financial Advisors LLC 0.09% Add +0.1% 3,471 $249K
LVW Advisors, LLC 0.02% New 3,469 $249K
HFG Advisors, Inc. 0.18% Add +25.0% 3,466 $249K
Guyasuta Investment Advisors Inc. 0.01% Add +1.0% 3,453 $248K
Morningstar Investment Management LLC 0.02% Reduce -6.5% 3,450 $248K
Van Hulzen Asset Management, LLC 0.02% Reduce -15.4% 3,449 $248K
Berkshire Asset Management LLC 0.01% No change 3,448 $248K
Orange Investment Advisors, Inc. 0.03% Reduce -16.4% 3,446 $248K
55 North Private Wealth, LLC 0.06% New 3,430 $246K
AGH Wealth Advisors, LLC 0.18% Add +6.1% 3,427 $246K
Acorns Advisers, LLC 0.00% Add +13.5% 3,409 $245K
Richwood Investment Advisors, LLC 0.19% Reduce -1.5% 3,408 $245K
Key Financial Inc 0.04% Add +3.3% 3,395 $244K
Stratos Investment Management, LLC 0.01% New 3,394 $244K
Connecticut Wealth Management, LLC 0.01% Add +8.5% 3,390 $243K
Klingenstein Fields & Co. LP 0.01% Reduce -10.0% 3,380 $243K
Financial Advisors Network, Inc. 0.03% Reduce -12.6% 3,374 $242K
Center For Asset Management LLC 0.12% Add +0.5% 3,367 $242K
First City Capital Management, Inc. 0.13% Reduce -0.3% 3,366 $242K
Ellis Investment Partners, LLC 0.04% Reduce -2.1% 3,347 $240K
Camelot Portfolios, LLC 0.18% Reduce -3.8% 3,344 $240K
CoreCap Advisors, LLC 0.01% Reduce -1.2% 3,342 $240K
DLK Investment Management, LLC 0.09% Add +0.8% 3,337 $240K
Advisor OS, LLC 0.02% Add +21.5% 3,332 $239K
HBW Advisory Services LLC 0.03% Reduce -2.1% 3,308 $238K
AA Financial Advisors, LLC 0.03% Reduce -2.0% 3,301 $237K
Moss Adams Wealth Advisors LLC 0.02% Add +7.8% 3,250 $233K
Sentry LLC 0.07% Reduce -3.7% 3,239 $233K
First Interstate Bank 0.01% Reduce -15.6% 3,238 $233K
111 Capital 0.06% Reduce -51.0% 3,215 $231K
Alliance Wealth Advisors, LLC 0.05% Reduce -16.0% 3,212 $231K
JGP Wealth Management, LLC 0.02% Reduce -10.4% 3,212 $231K
First Bancorp, Inc 0.11% No change 3,210 $231K
Eagle Wealth Strategies LLC 0.10% Add +0.0% 3,205 $230K
DGS Capital Management, LLC 0.04% Add +14.2% 3,200 $230K
S Harris Financial Group, LLC 0.21% Add +24.1% 3,190 $229K
Holistic Financial Partners 0.09% Reduce -2.4% 3,187 $229K
Holderness Investments Co. 0.05% No change 3,169 $228K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -2.7% 3,165 $227K
Avior Wealth Management, LLC 0.01% Add +7.3% 3,164 $227K
Topsail Wealth Management, LLC 0.03% No change 3,154 $227K
Peddock Capital Advisors, LLC 0.05% Reduce -0.1% 3,150 $226K
Main Street Financial Solutions, LLC 0.02% Add +1.8% 3,140 $226K
Mission Creek Capital Partners, Inc. 0.04% Add +10.4% 5,958 $225K
Flatrock Wealth Partners LLC 0.10% Reduce -2.4% 3,125 $224K
Revolve Wealth Partners, LLC 0.03% Reduce -2.4% 3,120 $224K
Great Point Wealth Advisors, LLC 0.04% No change 3,106 $223K
Nwam LLC 0.01% New 3,101 $223K
Somerset Trust Co 0.07% Reduce -35.4% 3,100 $223K
Belpointe Asset Management LLC 0.01% Reduce -5.8% 3,099 $223K
Lawood & Co. 0.21% Reduce -3.9% 3,095 $222K
Sentinel Trust Co. Lba 0.02% No change 3,095 $222K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -0.0% 3,086 $222K
Legacy Financial Advisors, Inc. 0.03% Reduce -8.6% 3,082 $221K
New Republic Capital, LLC 0.07% Add +5.1% 3,081 $221K
Stonebridge Capital Advisors LLC 0.02% Reduce -5.5% 3,075 $221K
SBI Securities Co., Ltd. 0.01% Reduce -7.9% 3,064 $220K
Texas Bank & Trust Co 0.08% No change 3,062 $220K
Penobscot Investment Management Company, Inc. 0.02% Reduce -6.1% 3,061 $220K
Sepio Capital, LP 0.01% Reduce -5.3% 3,056 $219K
Ipswich Investment Management Co., Inc. 0.05% No change 3,039 $218K
RiverFront Investment Group, LLC 0.00% New 3,036 $218K
Lord, Abbett & Co. LLC 0.00% Add +0.6% 3,029 $218K
Diversified Trust Co. 0.00% Reduce -37.8% 3,031 $218K
SmartHarvest Portfolios, LLC 0.09% Reduce -10.6% 3,026 $217K
Hemenway Trust Co LLC 0.02% Reduce -1.3% 3,013 $216K
Windsor Capital Management, LLC 0.06% No change 3,010 $216K
American National Bank of Texas 0.21% No change 3,000 $215K
Vawter Financial, Ltd. 0.09% New 3,000 $215K
DV Trading LLC 0.02% Add +213.2% 3,000 $215K
Keel Point, LLC 0.01% Reduce -31.7% 3,000 $215K
Avantax Planning Partners, Inc. 0.01% Add +10.9% 2,979 $214K
Lighthouse Financial LLC 0.13% No change 2,979 $214K
Catalyst Funds Management Pty Ltd 0.04% New 2,977 $214K
Up Strategic Wealth Investment Advisors LLC 0.13% New 2,438 $213K
Gryphon Financial Partners LLC 0.02% New 2,965 $213K
Beese Fulmer Investment Management, Inc. 0.01% Reduce -21.6% 2,961 $213K
Fiduciary Group, LLC 0.02% Add +11.2% 2,961 $213K
Wincap Financial LLC 0.14% Add +10.8% 2,961 $213K
Formidable Asset Management, LLC 0.03% Reduce -3.0% 2,676 $212K
Tranquilli Financial Advisor LLC 0.12% Add +2.9% 2,946 $212K
Asset Planning,Inc 0.15% New 2,945 $212K
Virtu Financial LLC 0.01% New 2,938 $211K
VeraBank, N.A. 0.04% No change 2,932 $211K
Wealth Architects, LLC 0.02% Add +0.7% 2,932 $211K
Maia Wealth LLC 0.04% New 2,917 $210K
First Merchants Corp. 0.01% No change 2,909 $209K
Traphagen Investment Advisors LLC 0.02% Add +0.0% 2,901 $208K
Middleton & Co. Inc. 0.02% No change 2,900 $208K
Cypress Wealth Services, LLC 0.03% Reduce -0.4% 2,877 $207K
Blackston Financial Advisory Group, LLC 0.13% Reduce -6.8% 2,871 $206K
Basecamp Wealth Advisors LLC 0.04% Reduce -3.5% 2,867 $206K
Clifford Swan Investment Counsel LLC 0.01% Reduce -16.7% 2,859 $205K
Keudell/Morrison Wealth Management 0.04% Add +1.2% 2,852 $205K
Simon Quick Advisors, LLC 0.01% New 2,847 $204K
WealthShield Partners, LLC 0.02% Reduce -2.0% 2,843 $204K
Perennial Investment Advisors, LLC 0.02% Reduce -2.1% 2,842 $204K
Alpha Family Trust 0.10% No change 2,840 $204K
MBL Wealth, LLC 0.02% New 2,836 $204K
Sapient Capital LLC 0.00% New 2,836 $204K
W Advisors, LLC 0.10% Add +3.8% 2,811 $202K
Bayesian Capital Management, LP 0.25% Reduce -61.4% 2,801 $201K
Beacon Bank & Trust 0.04% New 2,797 $201K
Shulman DeMeo Asset Management LLC 0.04% Add +0.5% 2,794 $201K
Joel Isaacson & Co., LLC 0.01% Reduce -10.5% 2,791 $200K
DT Investment Partners, LLC 0.02% No change 2,777 $199K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Reduce -8.7% 2,764 $199K
Sound Income Strategies, LLC 0.01% Reduce -5.2% 2,729 $198K
Tiemann Investment Advisors, LLC 0.08% Reduce -3.5% 2,749 $198K
JFS Wealth Advisors, LLC 0.01% Reduce -17.8% 2,741 $197K
1620 Investment Advisors, Inc. 0.13% Add +1.8% 2,730 $196K
Compagnie Lombard Odier SCmA 0.00% Add +214.8% 2,720 $195K
Vanguard National Trust Co 0.01% — 2,695 $194K
Bullock Wealth Management Group 0.10% Add +0.8% 2,627 $190K
AXS Investments LLC 0.08% Reduce -16.5% 2,650 $190K
Medallion Wealth Advisors, LLC 0.06% Add +0.2% 2,566 $184K
Mark Sheptoff Financial Planning, LLC 0.10% Add +28.0% 2,283 $184K
Laraway Financial Advisors Inc 0.13% Reduce -21.5% 2,556 $184K
Y.D. More Investments Ltd 0.01% Add +2.6% 2,555 $182K
Avalon Trust Co 0.01% No change 2,490 $179K
Transamerica Financial Advisors, LLC 0.02% Add +175.2% 2,460 $177K
Colonial Trust Advisors 0.01% Add +391.8% 2,400 $172K
Kemnay Advisory Services Inc. 0.03% Add +365.5% 2,323 $167K
Creative Financial Designs Inc. 0.01% Add +9.4% 2,322 $167K
Union Savings Bank 0.07% No change 2,313 $166K
Ameriflex Group, Inc. 0.08% Add +10.5% 2,307 $166K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -5.5% 2,246 $161K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +4.6% 2,230 $160K
Southern Michigan Bank & Trust 0.06% — 2,226 $160K
Salomon & Ludwin, LLC 0.01% No change 2,145 $158K
Harvest Fund Management Co., Ltd 0.01% Reduce -85.8% 2,180 $157K
Armstrong Advisory Group, Inc. 0.01% No change 2,171 $156K
Quent Capital, LLC 0.01% Reduce -4.7% 2,162 $155K
Caldwell Sutter Capital, Inc. 0.06% Reduce -7.2% 2,044 $147K
Roble, Belko & Company, Inc 0.02% No change 2,006 $144K
Robbins Farley 0.06% No change 2,000 $144K
ESL Trust Services, LLC 0.03% No change 2,000 $144K
Grove Bank & Trust 0.02% Reduce -4.4% 1,969 $141K
Duncker Streett & Co. Inc. 0.03% No change 1,960 $141K
Cassaday & Co Wealth Management LLC 0.00% New 1,929 $139K
SHP Wealth Management 0.01% Add +7.0% 1,893 $136K
Centaurus Financial, Inc. 0.01% Reduce -3.5% 1,884 $135K
Measured Wealth Private Client Group, LLC 0.04% Reduce -85.6% 1,861 $134K
PlanVest Financial, Inc 0.10% — 1,831 $132K
Nemes Rush Group LLC 0.01% Add +6.2% 1,828 $131K
Hazlett, Burt & Watson, Inc. 0.04% Add +20.0% 1,835 $131K
Evelyn Partners Investment Management LLP 0.00% No change 1,800 $129K
Proathlete Wealth Management LLC 0.04% Add +0.9% 1,784 $128K
Legacy Bridge, LLC 0.05% Reduce -7.5% 1,775 $127K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -9.8% 1,763 $127K
Global Assets Advisory, LLC 0.04% New 3,207 $125K
Sittner & Nelson, LLC 0.04% No change 1,707 $123K
City State Bank 0.03% Reduce -17.0% 1,643 $118K
Opal Wealth Advisors, LLC 0.03% New 1,634 $117K
Johnson Financial Group, Inc. 0.00% Reduce -11.0% 1,624 $117K
AlphaCentric Advisors LLC 0.12% Add +4.2% 1,615 $116K
Centennial Bank 0.04% Reduce -6.0% 1,566 $112K
Golden State Wealth Management, LLC 0.01% Add +20.1% 1,563 $112K
USA Financial Formulas 0.02% Add +1717.9% 1,527 $110K
Owl Creek Wealth Partners LLC 0.04% — 1,513 $109K
Pinney & Scofield, Inc. 0.06% No change 1,507 $108K
Hilltop National Bank 0.03% Add +23.4% 1,503 $108K
Hickory Point Bank & Trust 0.07% New 1,497 $108K
Valley National Advisers Inc. 0.01% Reduce -2.4% 1,483 $106K
Capula Management Ltd 0.00% New 1,465 $105K
Wall Street Financial Group, Inc. 0.06% New 1,452 $104K
Ameliora Wealth Management Ltd. 0.03% No change 1,440 $103K
Alphadyne Asset Management LP 0.01% New 1,440 $103K
Essential Partners LLC 0.03% Reduce -62.0% 1,427 $102K
Motco 0.01% Add +4.3% 1,406 $101K
Asset Dedication, LLC 0.01% Reduce -18.6% 1,397 $100K
1015 Capital Partners, LLC 0.10% Add +0.1% 1,385 $99K
HighMark Wealth Management LLC 0.04% Reduce -27.6% 1,363 $98K
City Holding Co. 0.01% Reduce -10.3% 1,360 $98K
Colonial Trust Co / SC 0.01% Add +3.8% 1,352 $97K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,348 $97K
Center for Financial Planning, Inc. 0.01% No change 1,341 $96K
Frazier Financial Advisors, LLC 0.05% No change 1,338 $96K
Peoples Financial Services Corp. 0.04% Reduce -0.7% 1,315 $94K
Wellington-Altus USA Inc. 0.06% Add +55.2% 905 $94K
JPL Wealth Management, LLC 0.02% New 1,254 $90K
Bruce G. Allen Investments, LLC 0.06% Reduce -6.9% 1,229 $88K
Sachetta, LLC 0.05% Add +3.0% 1,202 $86K
2UniFi Bank 0.04% Reduce -22.2% 1,172 $84K
Silvant Capital Management LLC 0.00% No change 1,169 $84K
True Wealth Design, LLC 0.02% Add +12.4% 1,165 $84K
CNB Bank 0.03% No change 1,146 $82K
Provenance Wealth Advisors, LLC 0.01% Add +242.6% 1,141 $82K
Clean Yield Group 0.02% No change 1,140 $82K
Havemeyer Place LP 0.01% Add +114.7% 1,136 $82K
Smallwood Wealth Investment Management, LLC 0.04% No change 1,117 $80K
WFA of San Diego, LLC 0.06% Reduce -10.2% 1,057 $76K
Financial Network Wealth Advisors LLC 0.08% Add +6.9% 1,056 $76K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -89.1% 947 $75K
Capital Analysts, LLC 0.00% Reduce -2.6% 1,028 $74K
First Command Advisory Services, Inc. 0.00% Add +17.3% 1,024 $74K
Hilton Head Capital Partners, LLC 0.04% Add +0.5% 1,022 $73K
Summit Securities Group LLC 0.04% Reduce -94.7% 1,009 $72K
Hoey Investments, Inc. 0.01% No change 1,000 $72K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -8.6% 997 $71K
Twin Peaks Wealth Advisors, LLC 0.02% New 975 $70K
EFG International AG 0.00% Add +27.6% 963 $69K
Glass Jacobson Investment Advisors llc 0.02% Add +12.7% 960 $69K
HHM Wealth Advisors, LLC 0.01% Add +0.1% 952 $68K
Global Wealth Strategies & Associates 0.02% Add +745.0% 938 $67K
Coston, McIsaac & Partners 0.02% Reduce -5.4% 938 $67K
GW&K Investment Management, LLC 0.00% Reduce -4.4% 936 $67K
Millstone Evans Group, LLC 0.04% No change 928 $67K
Lummis Asset Management, LP 0.04% No change 800 $67K
Walleye Capital LLC 0.00% Reduce -99.5% 911 $65K
Ball & Co Wealth Management Inc. 0.05% Reduce -8.3% 908 $65K
Bangor Savings Bank 0.01% No change 905 $65K
Rosenberg Matthew Hamilton 0.01% Add +57.4% 899 $65K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -2.3% 897 $64K
New England Capital Financial Advisors LLC 0.02% Add +0.6% 885 $64K
Vega Investment Solutions 0.02% Add +63.7% 884 $63K
Park Place Capital Corp 0.01% Reduce -0.9% 878 $63K
First Pacific Financial 0.01% Add +5.3% 878 $63K
Harbor Investment Advisory, LLC 0.00% Add +210.7% 873 $63K
Piscataqua Savings Bank 0.04% No change 832 $60K
Beacon Investment Advisory Services, Inc. 0.00% New 825 $59K
Capital Advisors, Ltd. LLC 0.01% Add +0.1% 820 $59K
RHL Group, LLC 0.05% New 807 $58K
Caitong International Asset Management Co., Ltd 0.01% New 804 $58K
Bayban 0.05% Reduce -1.2% 801 $58K
Virtus Advisers, LLC 0.03% Reduce -19.4% 800 $57K
Birch Capital Management, LLC 0.03% Reduce -73.6% 789 $57K
Bogart Wealth, LLC 0.00% Add +35.0% 772 $55K
Keating Financial Advisory Services, Inc. 0.01% Add +0.1% 768 $55K
Clearstead Trust, LLC 0.01% No change 734 $53K
Ares Financial Consulting, LLC 0.04% Add +97.3% 716 $52K
Triumph Capital Management 0.01% Reduce -0.1% 717 $51K
Trust Co 0.00% Reduce -0.6% 716 $51K
Delta Asset Management LLC 0.00% Add +2.9% 711 $51K
Financial Perspectives, Inc 0.01% No change 708 $51K
Entrust Financial LLC 0.04% Add +1.3% 703 $51K
SJS Investment Consulting Inc. 0.01% Reduce -1.5% 703 $50K
Board of the Pension Protection Fund 0.05% Reduce -22.2% 700 $50K
MPWM Advisory Solutions, LLC 0.03% No change 700 $50K
MidFirst Bank 0.00% Reduce -80.0% 700 $50K
Heritage Wealth Advisors 0.00% No change 700 $50K
Prosperity Bancshares Inc 0.04% Add +28.7% 691 $50K
Indiana Trust & Investment Management Co 0.02% No change 680 $49K
Innovative Asset Advisors Group, LLC 0.03% — 675 $48K
Physician Wealth Advisors, Inc. 0.01% Reduce -7.8% 671 $48K
Strive Financial Group ,LLC 0.03% Reduce -73.2% 667 $48K
Financial Life Planners 0.04% New 664 $48K
Hanson & Doremus Investment Management 0.01% No change 653 $47K
Wolff Wiese Magana LLC 0.03% No change 651 $47K
MV Capital Management, Inc. 0.00% Add +0.9% 636 $46K
Plante Moran Financial Advisors, LLC 0.00% Add +0.2% 636 $46K
Princeton Global Asset Management LLC 0.01% Reduce -22.2% 627 $45K
Tiaa Trust, National Association 0.00% Reduce -97.8% 623 $45K
Loomis Sayles & Co. L P 0.00% Reduce -54.9% 614 $44K
Pinnacle Bancorp, Inc. 0.01% Reduce -50.3% 606 $44K
Monetary Solutions, Ltd 0.04% No change 600 $43K
West Branch Capital LLC 0.01% No change 590 $42K
Caldwell Trust Co 0.00% Reduce -7.9% 580 $42K
TD Capital Management LLC 0.00% Reduce -17.2% 578 $41K
Gill Capital Partners, LLC 0.01% New 572 $41K
Financial Consulate, Inc. 0.01% Add +14.0% 569 $41K
First Community Trust NA 0.03% No change 562 $40K
Hamrick Investment Counsel, llc 0.02% Add +0.9% 560 $40K
Whipplewood Advisors, LLC 0.02% Add +38.5% 554 $40K
Steph & Co. 0.01% Add +22.2% 545 $39K
Mascoma Wealth Management LLC 0.01% Add +0.6% 545 $39K
Murphy & Mullick Capital Management Corp 0.03% Add +5.1% 539 $39K
Atwood & Palmer Inc. 0.00% No change 535 $38K
VSM Wealth Advisory, LLC 0.01% No change 525 $38K
Main Street Group, LTD 0.01% New 522 $37K
Cornerstone Planning Group LLC 0.00% Add +117.2% 454 $37K
Pillar Financial Advisors, LLC 0.02% No change 500 $36K
Gables Capital Management Inc. 0.02% No change 500 $36K
Vermillion Wealth Management, Inc. 0.01% Add +23.5% 494 $35K
Fortitude Family Office, LLC 0.01% Add +65.4% 493 $35K
Standard Family Office LLC 0.04% No change 488 $35K
Covestor Ltd 0.02% Reduce -27.6% 486 $35K
FNY Investment Advisers, LLC 0.02% Reduce -91.5% 500 $35K
Canton Hathaway, LLC 0.01% Reduce -4.1% 486 $35K
J.Safra Asset Management Corp 0.00% Add +61.1% 480 $34K
Costello Asset Management, INC 0.01% Add +0.4% 479 $34K
Godfrey Financial Associates, Inc. 0.03% No change 478 $34K
Battery Global Advisors, LLC 0.02% Add +4245.4% 478 $34K
SWAN Capital LLC 0.01% Add +97.5% 478 $34K
Roxbury Financial LLC 0.03% Add +0.2% 463 $33K
TFC Financial Management, Inc. 0.00% Add +32.7% 463 $33K
Boreal Capital Management LLC 0.03% No change 451 $32K
First Financial Corp. 0.01% Reduce -10.0% 450 $32K
Timothy G. Youngquist 2020 Irrevocable Trust 0.02% New 448 $32K
Front Row Advisors LLC 0.01% No change 439 $32K
Harbor Asset Planning, Inc. 0.03% No change 438 $31K
Cedar Mountain Advisors, LLC 0.01% Add +17.5% 436 $31K
Investors Portfolio Services LLC 0.03% Reduce -31.0% 436 $31K
Boyd Watterson Asset Management LLC 0.01% No change 435 $31K
Purpose Unlimited Inc. 0.00% Add +124.2% 435 $31K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -16.7% 433 $31K
Stone House Investment Management, LLC 0.01% Add +4.1% 430 $31K
Bell Investment Advisors, Inc 0.00% Add +37.1% 414 $30K
WealthCollab, LLC 0.01% No change 411 $30K
GoalVest Advisory LLC 0.01% No change 408 $29K
WPG Advisers, LLC 0.02% Add +2.3% 406 $29K
United Community Bank 0.01% Reduce -2.4% 404 $29K
Dogwood Wealth Management LLC 0.01% Add +6.8% 395 $28K
Global Trust Asset Management, LLC 0.01% Add +344.8% 387 $28K
Arlington Trust Co LLC 0.00% Add +2.7% 382 $27K
Private Wealth Management Group, LLC 0.01% Add +15.0% 368 $26K
Highline Wealth Partners LLC 0.01% Add +2.9% 354 $25K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 350 $25K
Sankala Group LLC 0.02% No change 350 $25K
BankPlus Trust Department 0.01% No change 346 $25K
Chesapeake Asset Management LLC 0.02% No change 340 $24K
Flagship Wealth Advisors, LLC 0.01% No change 348 $24K
North Ridge Wealth Advisors, Inc. 0.01% No change 334 $24K
Swiss Re Ltd. 0.14% No change 327 $23K
Seneschal Advisors, LLC 0.02% No change 321 $23K
Torren Management, LLC 0.01% Reduce -72.6% 320 $23K
Mb, Levis & Associates, LLC 0.01% Add +0.9% 319 $23K
Cranbrook Wealth Management, LLC 0.00% New 300 $22K
SOA Wealth Advisors, LLC. 0.00% No change 300 $22K
Coastline Trust Co 0.00% New 300 $22K
Dunhill Financial, LLC 0.00% Reduce -18.5% 291 $21K
Olistico Wealth, LLC 0.01% No change 290 $21K
Financial Freedom, LLC 0.01% Add +78.8% 286 $21K
Bank & Trust Co 0.01% No change 285 $20K
Bellevue Asset Management, LLC 0.01% Add +39.5% 279 $20K
Abound Wealth Management 0.00% Reduce -1.4% 275 $20K
Sherman Asset Management, Inc. 0.02% No change 274 $20K
McGuire Capital Advisors Inc. 0.01% Reduce -23.3% 270 $19K
Core Alternative Capital 0.01% No change 266 $19K
Avion Wealth 0.00% Add +8.9% 269 $19K
Activest Wealth Management 0.00% Reduce -13.4% 253 $18K
Kennebec Savings Bank 0.02% No change 252 $18K
Elevation Wealth Partners, LLC 0.01% No change 251 $18K
Pacific Center for Financial Services 0.00% No change 250 $18K
Fortis Group Advisors, LLC 0.00% No change 250 $18K
Kilter Group LLC 0.01% Add +20.9% 249 $18K
Hager Investment Management Services, LLC 0.01% No change 245 $18K
Horizon Financial Services, LLC 0.01% Add +84.0% 241 $17K
Founders Capital Management 0.01% No change 237 $17K
Red Tortoise LLC 0.01% Add +0.8% 236 $17K
Westfuller Advisors, LLC 0.01% Add +0.9% 235 $17K
Raleigh Capital Management Inc. 0.01% New 235 $17K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Add +39.5% 226 $16K
Consultiva Wealth Management, Corp. 0.05% No change 222 $16K
Virginia Estate & Retirement Planning Advisors Inc. 0.03% — 8,110 $16K
Financial Management Professionals, Inc. 0.00% Reduce -2.3% 214 $15K
Strategic Investment Solutions, Inc. 0.00% No change 208 $15K
Syntax Research, Inc. 0.01% Reduce -45.3% 203 $15K
CoreFirst Bank & Trust 0.01% No change 202 $15K
Aventura Private Wealth, LLC 0.01% No change 202 $15K
Cherry Tree Wealth Management, LLC 0.00% No change 202 $15K
Intentional Wealth Strategies, LLC 0.01% — 201 $14K
Chung Wu Investment Group, LLC 0.01% Reduce -33.3% 200 $14K
Atlantic Private Wealth, LLC 0.01% Reduce -4.8% 200 $14K
Pension & Wealth Management Advisors, Inc. 0.00% No change 200 $14K
Centerpoint Advisors, LLC 0.00% No change 200 $14K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +293.9% 193 $14K
Rialto Wealth Management, LLC 0.00% Add +5.1% 185 $13K
DHJJ Financial Advisors, Ltd. 0.00% Add +0.6% 175 $13K
Hollencrest Capital Management 0.00% No change 170 $12K
Wilkerson Advisory Group LLC 0.00% Add +3.7% 168 $12K
Chilton Capital Management LLC 0.00% No change 166 $12K
Richardson Financial Services Inc. 0.01% Add +3.2% 160 $12K
Raffa Wealth Management, LLC 0.00% Add +1.9% 159 $11K
Scarborough Advisors, LLC 0.00% New 159 $11K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.6% 157 $11K
Washington Trust Advisors, Inc. 0.00% Reduce -62.0% 157 $11K
Lodestone Wealth Management LLC 0.00% No change 156 $11K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 150 $11K
Burk Holdings LLC 0.00% New 150 $11K
Kelleher Financial Advisors 0.00% No change 150 $11K
Cornerstone Financial Management LLC 0.01% Add +26.6% 143 $10K
LFA - Lugano Financial Advisors SA 0.01% No change 140 $10K
Marquette Asset Management, LLC 0.00% Reduce -0.7% 136 $10K
Hughes Financial Services, LLC 0.00% No change 126 $9K
Accordant Advisory Group Inc 0.01% Reduce -58.3% 125 $9K
Miller Wealth Advisors, LLC 0.00% No change 125 $9K
Bay Harbor Wealth Management, LLC 0.00% Add +35.2% 123 $9K
Joseph Group Capital Management 0.00% Add +20.8% 122 $9K
Essential Investment Partners LLC 0.01% No change 120 $9K
Bernard Wealth Management Corp. 0.00% No change 117 $8K
Estabrook Capital Management 0.00% New 116 $8K
Legacy Wealth Managment, LLC 0.00% Add +1.8% 114 $8K
KERR FINANCIAL PLANNING Corp 0.01% Add +1.1% 96 $8K
Collier Financial 0.01% No change 108 $8K
HFM Investment Advisors, LLC 0.00% Reduce -41.5% 107 $8K
Dynamic Wealth Strategies, LLC 0.00% No change 107 $8K
Riverview Trust Co 0.01% Reduce -74.9% 105 $8K
Crewe Advisors LLC 0.00% Reduce -27.3% 101 $7K
Richardson Capital Management LLC 0.00% No change 100 $7K
Horrell Capital Management, Inc. 0.00% No change 100 $7K
Vision Retirement, LLC 0.00% No change 100 $7K
POM Investment Strategies, LLC 0.01% Add +237.9% 98 $7K
Sunrise Financial Services, LLC 0.01% Add +206.3% 98 $7K
Penserra Capital Management LLC 0.00% Reduce -2.8% 105 $7K
Beaird Harris Wealth Management, LLC 0.00% No change 97 $7K
Comprehensive Financial Planning, Inc. 0.00% No change 91 $7K
Rakuten Securities, Inc. 0.00% Reduce -18.6% 83 $6K
Synergy Investment Management, LLC 0.00% New 80 $6K
Benson Wealth Management INC 0.01% No change 78 $6K
Hurley Capital, LLC 0.00% No change 73 $5K
IMG Wealth Management, Inc. 0.00% Add +87.2% 73 $5K
Principia Wealth Advisory, LLC 0.00% Add +4.3% 73 $5K
Anfield Capital Management, LLC 0.00% Reduce -56.5% 73 $5K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +7.3% 73 $5K
Robinswood Financial LLC 0.00% No change 72 $5K
3 Factor Indexing, LLC 0.00% — 72 $5K
Kozak & Associates, Inc. 0.00% No change 65 $5K
Nvest Wealth Strategies, Inc. 0.00% No change 70 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 71 $5K
Aspect Partners, LLC 0.00% Add +4.8% 65 $5K
Clark Wealth Partners 0.00% Reduce -40.2% 64 $5K
Foster Dykema Cabot & Partners, LLC 0.00% No change 63 $5K
CrossGen Wealth, LLC 0.00% Add +1.6% 63 $5K
Meramec Financial Planners, LLC 0.00% No change 58 $4K
Darwin Wealth Management, LLC 0.00% Reduce -9.0% 61 $4K
Albion Financial Group 0.00% Add +252.9% 60 $4K
Sfam, LLC 0.00% No change 60 $4K
American National Bank & Trust 0.00% Reduce -89.8% 60 $4K
Signature Equity Partners, LLC 0.00% Reduce -9.2% 59 $4K
DecisionPoint Financial, LLC 0.00% No change 58 $4K
Clear Investment Research, LLC 0.01% New 54 $4K
Old Second National Bank of Aurora 0.00% No change 52 $4K
Kings Path Partners LLC 0.00% No change 50 $4K
Portus Wealth Advisors, LLC 0.00% New 48 $3K
Nvwm, LLC 0.00% Reduce -9.6% 47 $3K
Imprint Wealth LLC 0.01% No change 45 $3K
Key Capital Management, INC 0.00% Add +125.0% 45 $3K
N.E.W. Advisory Services LLC 0.00% No change 45 $3K
High Note Wealth, LLC 0.00% Reduce -30.2% 44 $3K
United Financial Planning Group LLC 0.00% New 43 $3K
Country Trust Bank 0.00% No change 43 $3K
Fairscale Capital, LLC 0.00% No change 39 $3K
American Capital Advisory, LLC 0.00% Add +21.9% 39 $3K
Magnolia Wealth Management, LLC 0.00% New 36 $3K
Tripletail Wealth Management, LLC 0.00% No change 34 $2K
Miller Global Investments, LLC 0.00% No change 34 $2K
WestEnd Advisors, LLC 0.00% No change 34 $2K
Gilpin Wealth Management, LLC 0.00% No change 31 $2K
PFS Partners, LLC 0.00% No change 31 $2K
Graney & King, LLC 0.00% No change 30 $2K
PayPay Securities Corp 0.07% Reduce -24.3% 28 $2K
Silicon Valley Capital Partners 0.00% New 26 $2K
Quaker Wealth Management, LLC 0.00% No change 26 $2K
Retirement Wealth Solutions LLC 0.00% Add +228.6% 23 $2K
Tradewinds Capital Management, LLC 0.00% No change 23 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 20 $1K
Bare Financial Services, Inc 0.00% Reduce -52.5% 19 $1K
Portfolio Resources Advisor Group, Inc. 0.00% Reduce -5.6% 17 $1K
Caitlin John, LLC 0.00% No change 15 $1K
TopTier Wealth Management, LLC 0.00% New 14 $1K
Hara Capital LLC 0.00% No change 14 $1K
Ulland Investment Advisors, LLC 0.00% No change 11 $1K
Phillip James Consulting Co. 0.00% New 11 $1K
Clarity Asset Management, Inc. 0.00% Add +8.3% 13 $904
NorthAvenue LLC 0.00% No change 12 $862
Evolution Wealth Management Inc. 0.00% Reduce -99.6% 11 $790
Davis Capital Management 0.00% No change 11 $790
Manning & Napier Advisors LLC 0.00% Reduce -88.0% 10 $701
Silver Grove Financial Group, Inc. 0.00% New 8 $575
Breakwater Investment Management 0.00% No change 8 $575
Fairman Group, LLC 0.00% No change 5 $359
Quantbot Technologies LP 0.00% New 5 $359
Curio Wealth, LLC 0.00% New 4 $287
IMA Advisory Services, Inc. 0.00% Reduce -81.0% 4 $287
Bear Mountain Capital, Inc. 0.00% No change 3 $230
Arcadia Investment Management Corp. 0.00% No change 3 $216
RMG Wealth Management LLC 0.00% No change 2 $204
ROSS\JOHNSON & Associates LLC 0.00% Reduce -60.0% 2 $144
Napier Financial, LLC 0.00% New 2 $144

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