Dominion EnergyD
13F holders, Q1 2024 (March 31)1,224holders
8famous investors
$49.20avg. 13F price*
At the end of Q1 2024, 1,224 institutions reported holding Dominion Energy Inc. (D) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock Inc. ($3.0B) and State Street Corp. ($2.2B). 8 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Dominion Energy Inc.
- Sector
- Utilities
- CUSIP
- 25746U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $171.1M |
| Exits | 113 | $177.0M |
Ownership 1,224 holders
| Vanguard Group Inc. | 0.09% | Add +16.0% | 88,355,205 | $4.3B |
| BlackRock Inc. | 0.07% | Add +2.0% | 60,140,075 | $3.0B |
| State Street Corp. | 0.10% | Reduce -7.4% | 44,264,143 | $2.2B |
| Massachusetts Financial Services Co. | 0.43% | Add +7.4% | 29,158,440 | $1.4B |
| T. Rowe Price Associates Inc. | 0.15% | Add +12.9% | 24,494,873 | $1.2B |
| Dodge & Cox | 0.65% | Add +0.3% | 22,865,698 | $1.1B |
| JPMorgan Chase & Co. | 0.10% | Add +55.3% | 22,246,205 | $1.1B |
| Capital Research Global Investors | 0.24% | Add +20.1% | 21,584,470 | $1.1B |
| Wellington Management Group LLP | 0.16% | Reduce -3.3% | 17,875,985 | $879.3M |
| Geode Capital Management, LLC | 0.08% | Add +8.5% | 17,079,149 | $840.7M |
| Bank of New York Mellon Corp | 0.13% | Reduce -4.7% | 14,039,337 | $690.6M |
| Bank of America Corp. | 0.06% | Add +18.2% | 11,595,931 | $570.4M |
| Canada Pension Plan Investment Board | 0.59% | Reduce -0.1% | 11,463,265 | $563.9M |
| Invesco Ltd. | 0.11% | Reduce -10.4% | 10,762,459 | $529.4M |
| Franklin Resources Inc. | 0.13% | Reduce -15.9% | 8,544,799 | $420.3M |
| Northern Trust Corp. | 0.07% | Reduce -3.5% | 8,226,185 | $404.6M |
| Legal & General Group Plc | 0.11% | Reduce -0.0% | 8,102,503 | $398.6M |
| Norges Bank | 0.06% | Add +15.4% | 8,097,865 | $398.3M |
| Morgan Stanley | 0.03% | Add +3.6% | 7,832,348 | $385.3M |
| Federated Hermes, Inc. | 0.88% | Add +2.5% | 7,800,366 | $383.7M |
| Nuveen Asset Management, LLC | 0.10% | Reduce -11.4% | 7,119,545 | $350.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.15% | Add +46.5% | 5,752,161 | $282.9M |
| Goldman Sachs Group Inc. | 0.06% | Add +15.1% | 5,546,319 | $272.8M |
| FMR LLC | 0.02% | Reduce -46.6% | 5,523,868 | $271.7M |
| Royal Bank of Canada | 0.06% | Reduce -31.7% | 5,369,724 | $264.1M |
| ClearBridge Investments Ltd | 7.29% | Add +14.3% | 5,207,245 | $256.1M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +2.6% | 5,011,932 | $246.5M |
| California Public Employees Retirement System | 0.17% | Reduce -3.2% | 4,855,022 | $238.8M |
| Magellan Asset Management Ltd | 2.28% | Add +12.7% | 4,849,028 | $238.5M |
| Wells Fargo & Company | 0.06% | Add +10.0% | 4,840,179 | $238.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.51% | Add +1.3% | 4,523,270 | $222.4M |
| London Co. of Virginia | 0.90% | Add +3.3% | 3,487,841 | $171.6M |
| Caisse de depot et placement du Quebec | 0.41% | Reduce -12.1% | 3,445,123 | $169.5M |
| Neuberger Berman Group LLC | 0.13% | Add +60.6% | 3,301,060 | $162.3M |
| Thompson Siegel & Walmsley LLC | 2.31% | Add +19.1% | 3,057,929 | $150.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -0.9% | 2,962,403 | $145.7M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -10.5% | 2,737,507 | $134.6M |
| UniSuper Management Pty Ltd | 1.22% | Reduce -26.9% | 2,595,458 | $127.7M |
| Swiss National Bank | 0.09% | Reduce -4.2% | 2,506,020 | $123.3M |
| Citadel Advisors | 0.11% | Add +13511.3% | 2,265,189 | $111.4M |
| National Pension Service | 0.13% | Add +3.3% | 2,166,891 | $106.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +0.7% | 2,065,766 | $101.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +4.3% | 2,037,978 | $100.2M |
| Point72 Asset Management | 0.29% | Add +57.6% | 1,993,539 | $98.1M |
| Barclays PLC | 0.04% | Reduce -4.5% | 1,973,957 | $97.1M |
| UBS Group AG | 0.03% | Reduce -14.2% | 1,891,737 | $93.1M |
| Raymond James & Associates | 0.06% | Add +11.6% | 1,829,997 | $90.0M |
| Ameriprise Financial Inc. | 0.02% | Add +7.3% | 1,796,169 | $88.5M |
| HSBC Holdings PLC | 0.06% | Add +12.7% | 1,743,180 | $85.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +1.6% | 1,729,113 | $85.1M |
| Cohen & Steers, Inc. | 0.17% | Reduce -28.3% | 1,694,015 | $83.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.56% | Add +6.6% | 1,676,617 | $82.5M |
| Empyrean Capital Partners, LP | 5.13% | No change | 1,572,000 | $77.3M |
| Rhumbline Advisers | 0.07% | Reduce -2.4% | 1,475,137 | $72.6M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -5.8% | 1,434,840 | $70.6M |
| Duff & Phelps Investment Management Co. | 0.79% | Reduce -0.1% | 1,341,658 | $66.0M |
| LPL Financial LLC | 0.03% | Add +7.7% | 1,320,230 | $64.9M |
| Maple-Brown Abbott Ltd | 6.51% | Reduce -3.2% | 1,293,700 | $63.6M |
| Ensign Peak Advisors, Inc | 0.11% | Reduce -9.3% | 1,256,851 | $61.8M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.0% | 1,235,372 | $60.8M |
| Jennison Associates LLC | 0.04% | Add +81.7% | 1,195,669 | $58.8M |
| State Board of Administration of Florida Retirement System | 0.13% | Add +4.5% | 1,030,940 | $57.6M |
| California State Teachers Retirement System | 0.07% | Reduce -3.6% | 1,151,043 | $56.6M |
| Deutsche Bank AG | 0.03% | Add +12.0% | 1,149,360 | $56.5M |
| Alliancebernstein L.P. | 0.02% | Reduce -2.6% | 1,087,691 | $53.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +18.4% | 992,122 | $48.8M |
| New York State Common Retirement Fund | 0.06% | Reduce -2.0% | 987,094 | $48.6M |
| BNP Paribas Financial Markets | 0.06% | Reduce -0.8% | 977,051 | $48.1M |
| Principal Financial Group Inc. | 0.03% | Add +0.6% | 925,570 | $45.5M |
| Credit Suisse AG/ | 0.04% | Reduce -11.4% | 910,265 | $44.8M |
| Russell Investments Group, Ltd. | 0.07% | Add +21.3% | 890,781 | $43.8M |
| Macquarie Group Ltd. | 0.05% | Reduce -3.6% | 886,444 | $43.6M |
| APG Asset Management N.V. | 0.07% | Reduce -27.6% | 940,053 | $42.8M |
| Mackenzie Financial Corp. | 0.06% | Add +20.2% | 846,611 | $41.6M |
| Citigroup Inc. | 0.04% | Add +15.3% | 832,477 | $40.9M |
| 1832 Asset Management L.P. | 0.07% | New | 798,095 | $39.3M |
| STRS Ohio | 0.15% | Add +35.4% | 779,412 | $38.3M |
| New York State Teachers Retirement System | 0.08% | Reduce -0.0% | 772,550 | $38.0M |
| Natixis Advisors, LLC | 0.09% | Add +2.9% | 770,171 | $37.9M |
| Amundi | 0.02% | Reduce -59.3% | 749,949 | $36.4M |
| Tortoise Capital Advisors, L.L.C. | 0.49% | Add +12.7% | 715,062 | $35.2M |
| Janney Montgomery Scott LLC | 0.10% | Add +17.4% | 703,243 | $34.6M |
| Bank of Montreal | 0.01% | Reduce -50.0% | 685,383 | $33.7M |
| Victory Capital Management Inc. | 0.03% | Add +10.8% | 663,135 | $32.6M |
| Jane Street Group, LLC | 0.04% | Add +10.6% | 628,981 | $30.9M |
| Retirement Systems of Alabama | 0.12% | Add +0.0% | 624,394 | $30.7M |
| Stifel Financial Corp. | 0.03% | Add +8.6% | 621,980 | $30.6M |
| Truist Financial Corp. | 0.05% | Reduce -1.6% | 612,694 | $30.1M |
| Prudential Financial Inc. | 0.04% | Reduce -9.2% | 604,534 | $29.7M |
| Poplar Forest Capital LLC | 3.94% | Add +210.6% | 596,191 | $29.3M |
| Korea Investment CORP | 0.07% | Add +82.0% | 528,433 | $26.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +13.4% | 523,477 | $25.8M |
| Allianz Asset Management GmbH | 0.04% | Add +2.4% | 522,509 | $25.7M |
| GW Henssler & Associates Ltd. | 1.48% | Add +47.2% | 513,044 | $25.2M |
| State of Wisconsin Investment Board | 0.07% | Add +1.5% | 509,305 | $25.1M |
| Yaupon Capital Management LP | 2.14% | New | 504,437 | $24.8M |
| Sei Investments Co. | 0.04% | Reduce -13.9% | 493,299 | $24.3M |
| Vaughan David Investments LLC | 0.60% | Add +2.3% | 492,936 | $24.2M |
| Cwm, LLC | 0.12% | Add +0.4% | 489,608 | $24.1M |
| State of Tennessee, Department of Treasury | 0.09% | Add +126.5% | 480,327 | $23.6M |
| State of New Jersey Common Pension Fund D | 0.07% | No change | 472,572 | $23.2M |
| Alps Advisors Inc. | 0.16% | Add +1.8% | 471,845 | $23.2M |
| Chevy Chase Trust Holdings, LLC | 0.07% | Reduce -1.0% | 465,927 | $22.9M |
| Gabelli Funds LLC | 0.17% | Reduce -1.8% | 452,300 | $22.2M |
| Verition Fund Management LLC | 0.23% | Add +16.5% | 427,861 | $21.0M |
| DAVENPORT & Co LLC | 0.13% | Add +8.9% | 422,328 | $20.8M |
| Cerity Partners LLC | 0.05% | Add +124.6% | 400,094 | $19.7M |
| Public Employees Retirement System of Ohio | 0.08% | Reduce -6.8% | 393,162 | $19.3M |
| Swiss Life Asset Management Ltd | 0.27% | Add +154.7% | 387,810 | $19.1M |
| Treasurer of the State of North Carolina | 0.08% | Add +0.7% | 373,600 | $18.4M |
| CBRE Investment Management Listed Real Assets LLC | 0.34% | No change | 369,494 | $18.2M |
| Panagora Asset Management Inc. | 0.09% | Add +5.5% | 362,436 | $17.8M |
| First Trust Advisors LP | 0.02% | Reduce -25.6% | 358,286 | $17.6M |
| Godsey & Gibb, Inc. | 1.85% | Add +22.4% | 357,489 | $17.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +0.3% | 350,154 | $17.2M |
| Aberdeen Group plc | 0.03% | Add +0.3% | 345,348 | $17.0M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -14.8% | 334,417 | $16.4M |
| Pathstone Holdings, LLC | 0.07% | Reduce -0.6% | 319,805 | $15.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -2.6% | 319,634 | $15.7M |
| Resona Asset Management Co.,Ltd. | 0.09% | — | 315,380 | $15.5M |
| Corient Private Wealth LP | 0.03% | Add +4.4% | 312,014 | $15.3M |
| Calamos Advisors LLC | 0.11% | Add +122.2% | 309,207 | $15.2M |
| Asset Management One Co., Ltd. | 0.06% | Reduce -5.2% | 309,123 | $15.2M |
| Susquehanna International Group, LLP | 0.02% | Reduce -44.2% | 308,093 | $15.2M |
| Hennessy Advisors Inc. | 0.63% | Reduce -4.6% | 301,977 | $14.9M |
| Voya Investment Management LLC | 0.02% | Reduce -8.7% | 299,801 | $14.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -8.3% | 296,396 | $14.6M |
| AE Wealth Management LLC | 0.16% | Reduce -29.2% | 289,579 | $14.2M |
| TD Asset Management Inc | 0.01% | Add +1.1% | 287,104 | $14.1M |
| IFM Investors Pty Ltd | 0.15% | Add +1.4% | 281,123 | $13.8M |
| Toronto Dominion Bank | 0.02% | Reduce -43.6% | 271,401 | $13.4M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +4.0% | 260,586 | $12.8M |
| General American Investors Co. Inc. | 0.95% | New | 260,000 | $12.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +6.1% | 259,491 | $12.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -32.8% | 256,562 | $12.6M |
| National Bank of Canada | 0.02% | Reduce -44.9% | 237,619 | $12.6M |
| Empower Advisory Group, LLC | 0.05% | Add +5.4% | 254,612 | $12.5M |
| Advisors Asset Management, Inc. | 0.24% | Add +9.0% | 251,321 | $12.4M |
| Seven Grand Managers, LLC | 6.02% | New | 250,000 | $12.3M |
| Northwest & Ethical Investments L.P. | 0.35% | Add +22.3% | 246,495 | $12.1M |
| Millennium Management | 0.01% | Reduce -63.0% | 243,637 | $12.0M |
| State of Michigan Retirement System | 0.06% | Add +0.1% | 243,067 | $12.0M |
| Arizona State Retirement System | 0.08% | Add +2.0% | 240,133 | $11.8M |
| Creative Planning | 0.01% | Add +18.9% | 233,451 | $11.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.85% | Reduce -0.5% | 231,859 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.2% | 231,764 | $11.4M |
| Cetera Investment Advisers | 0.03% | Add +177.9% | 224,653 | $11.1M |
| Keybank National Association | 0.04% | Reduce -10.0% | 220,560 | $10.8M |
| American International Group, Inc. | 0.04% | Reduce -0.3% | 211,945 | $10.4M |
| Brookstone Capital Management | 0.19% | Reduce -19.4% | 211,235 | $10.4M |
| Forsta Ap-Fonden | 0.09% | Add +20.9% | 207,900 | $10.2M |
| Captrust Financial Advisors | 0.04% | Add +1.3% | 203,260 | $10.0M |
| Van Eck Associates Corp. | 0.01% | Add +4.7% | 198,497 | $9.8M |
| American Century Companies Inc. | 0.01% | Add +0.8% | 197,550 | $9.7M |
| MetLife Investment Management, LLC | 0.06% | Reduce -3.5% | 195,913 | $9.6M |
| Comerica Bank | 0.04% | Add +1.9% | 193,108 | $9.5M |
| Kanawha Capital Management LLC | 0.76% | Add +12.5% | 192,807 | $9.5M |
| Financial Counselors Inc. | 0.16% | Add +0.4% | 190,888 | $9.4M |
| Guggenheim Capital LLC | 0.07% | Reduce -16.9% | 187,071 | $9.2M |
| Public Sector Pension Investment Board | 0.07% | No change | 185,218 | $9.1M |
| Miller Howard Investments Inc. | 0.29% | Reduce -3.3% | 182,598 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -10.9% | 181,441 | $8.9M |
| DNB Asset Management AS | 0.05% | Add +8.1% | 179,871 | $8.8M |
| Renaissance Technologies | 0.01% | Reduce -82.3% | 178,536 | $8.8M |
| Energy Income Partners, LLC | 0.18% | New | 177,125 | $8.7M |
| Cary Street Partners Investment Advisory LLC | 0.36% | Reduce -2.9% | 175,299 | $8.6M |
| S.E.E.D. Planning Group LLC | 3.14% | Add +1.1% | 175,034 | $8.6M |
| Amalgamated Bank | 0.07% | Reduce -13.8% | 173,405 | $8.5M |
| Gilman Hill Asset Management, LLC | 1.52% | New | 172,894 | $8.5M |
| Texas Permanent School Fund Corp. | 0.07% | Add +0.1% | 172,851 | $8.5M |
| CIBC Asset Management Inc | 0.03% | Add +6.3% | 172,824 | $8.5M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 170,811 | $8.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +5.9% | 162,159 | $8.0M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +5.9% | 162,159 | $8.0M |
| USS Investment Management Ltd | 0.06% | Reduce -3.4% | 159,457 | $7.8M |
| Xponance LLC | 0.08% | Add +4.5% | 153,929 | $7.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +17.8% | 152,020 | $7.5M |
| M&T Bank Corp | 0.03% | Add +10.9% | 148,741 | $7.3M |
| Czech National Bank | 0.09% | Add +0.5% | 147,235 | $7.2M |
| Aventail Capital Group, LP | 0.55% | New | 145,180 | $7.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +188.6% | 144,815 | $7.1M |
| Utah Retirement Systems | 0.08% | Reduce -0.1% | 144,577 | $7.1M |
| Commerce Bank | 0.05% | Add +4.8% | 143,094 | $7.0M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -41.1% | 142,310 | $7.0M |
| Madison Asset Management, LLC | 0.09% | New | 141,516 | $7.0M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -16.8% | 140,800 | $6.9M |
| Oppenheimer Asset Management Inc. | 0.10% | Add +175.0% | 139,474 | $6.9M |
| Mariner, LLC | 0.01% | Reduce -5.7% | 136,790 | $6.7M |
| Wealthfront Advisers LLC | 0.02% | Add +89.4% | 136,778 | $6.7M |
| Zions Bancorporation, N.A. | 0.48% | Add +7.3% | 133,337 | $6.6M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -49.3% | 131,864 | $6.5M |
| One Capital Management, LLC | 0.24% | Add +14.1% | 131,777 | $6.5M |
| Advocate Group LLC | 1.26% | Add +10.2% | 129,288 | $6.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.6% | 128,593 | $6.3M |
| ProShare Advisors LLC | 0.02% | Reduce -1.4% | 125,275 | $6.2M |
| Glenmede Trust Co. NA | 0.03% | Reduce -21.6% | 124,471 | $6.1M |
| MML Investors Services, LLC | 0.03% | Reduce -5.4% | 123,846 | $6.1M |
| Public Employees Retirement Association of Colorado | 0.03% | Reduce -3.5% | 121,465 | $6.0M |
| Cadence Bank | 0.43% | Add +0.8% | 120,016 | $5.9M |
| Wesbanco Bank Inc. | 0.22% | Add +13.7% | 119,298 | $5.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.07% | Reduce -0.2% | 118,488 | $5.8M |
| Illinois Municipal Retirement Fund | 0.09% | Add +316.4% | 118,471 | $5.8M |
| US Bancorp \de | 0.01% | Reduce -12.8% | 118,057 | $5.8M |
| Yousif Capital Management, LLC | 0.06% | Add +1.3% | 117,635 | $5.8M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +27.5% | 116,843 | $5.6M |
| New York Life Investment Management LLC | 0.06% | Reduce -3.7% | 114,092 | $5.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +37.9% | 111,818 | $5.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.7% | 111,713 | $5.5M |
| Atria Investments, Inc | 0.07% | Add +17.1% | 110,717 | $5.4M |
| Old National Bancorp | 0.13% | Add +9.4% | 110,682 | $5.4M |
| Canal Insurance CO | 1.39% | No change | 110,000 | $5.4M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -2.0% | 109,713 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.5% | 109,649 | $5.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +0.3% | 107,254 | $5.3M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -5.3% | 105,915 | $5.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Add +90.7% | 102,312 | $5.0M |
| 1834 Investment Advisors Co. | 0.60% | Add +7.4% | 102,002 | $5.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +15.2% | 101,086 | $5.0M |
| Caas Capital Management LP | 2.10% | New | 100,000 | $4.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +3.7% | 99,908 | $4.9M |
| Los Angeles Capital Management LLC | 0.02% | Add +14.1% | 99,733 | $4.9M |
| Wills Financial Group, Inc. | 2.31% | Reduce -0.6% | 99,611 | $4.9M |
| Brown Advisory Inc. | 0.01% | Reduce -22.7% | 98,288 | $4.8M |
| SG Americas Securities, LLC | 0.02% | Add +105.0% | 97,105 | $4.8M |
| Bank of Nova Scotia | 0.01% | Add +1.6% | 96,874 | $4.8M |
| Huntington National Bank | 0.05% | Reduce -13.9% | 96,854 | $4.8M |
| Harvest Portfolios Group Inc. | 0.19% | Add +6.0% | 96,784 | $4.8M |
| Nissay Asset Management Corp. /Japan | 0.03% | Reduce -0.9% | 96,755 | $4.8M |
| Rafferty Asset Management, LLC | 0.02% | Add +3.1% | 96,295 | $4.7M |
| Holocene Advisors, LP | 0.02% | Reduce -34.6% | 96,212 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.5% | 94,583 | $4.7M |
| Regions Financial Corp. | 0.04% | Reduce -17.6% | 93,643 | $4.6M |
| Schroder Investment Management Group | 0.01% | Reduce -1.8% | 93,164 | $4.6M |
| AXA S.A. | 0.01% | Reduce -35.4% | 92,884 | $4.6M |
| Sompo Asset Management Co., Ltd. | 0.73% | Add +20.1% | 90,810 | $4.5M |
| State of Alaska, Department of Revenue | 0.05% | Add +0.5% | 90,781 | $4.5M |
| Fifth Third Bancorp | 0.02% | Add +3.2% | 86,623 | $4.3M |
| Cibc World Markets Corp. | 0.03% | Reduce -22.4% | 83,930 | $4.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -48.9% | 83,518 | $4.1M |
| Bragg Financial Advisors, Inc | 0.18% | Reduce -12.4% | 83,064 | $4.1M |
| Daiwa Securities Group Inc. | 0.02% | Add +11.6% | 82,809 | $4.1M |
| Strategic Advisors LLC | 0.79% | Add +0.0% | 81,355 | $4.0M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +7.8% | 79,116 | $3.9M |
| Geneos Wealth Management Inc. | 0.18% | Add +5.5% | 78,889 | $3.9M |
| Salomon & Ludwin, LLC | 0.33% | Reduce -6.9% | 78,796 | $3.8M |
| Hoylecohen, LLC | 0.29% | Reduce -5.1% | 76,544 | $3.8M |
| Elo Mutual Pension Insurance Co | 0.09% | Add +4.7% | 76,460 | $3.8M |
| Synovus Financial Corp. | 0.05% | Reduce -2.3% | 75,727 | $3.7M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -4.9% | 75,560 | $3.7M |
| Towne Trust Company, N.A | 1.33% | Reduce -2.3% | 74,595 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.1% | 74,096 | $3.6M |
| Bridge Creek Capital Management LLC | 1.15% | Add +6.2% | 73,275 | $3.6M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -2.3% | 72,303 | $3.6M |
| Jump Financial, LLC | 0.10% | Add +1171.0% | 71,796 | $3.5M |
| Robinson Value Management, Ltd. | 2.36% | Reduce -21.3% | 71,586 | $3.5M |
| Oregon Public Employees Retirement Fund | 0.07% | Reduce -31.3% | 71,512 | $3.5M |
| Cibc World Market Inc. | 0.01% | New | 71,227 | $3.5M |
| Manhattan West Asset Management, LLC | 0.84% | Add +13.0% | 71,010 | $3.5M |
| Gulf International Bank (UK) Ltd | 0.09% | Add +0.6% | 69,324 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -5.0% | 67,920 | $3.3M |
| Rbo & Co. LLC | 0.55% | Reduce -21.4% | 66,785 | $3.3M |
| Simplex Trading, LLC | 0.09% | New | 66,105 | $3.3M |
| TCV Trust & Wealth Management, Inc. | 0.31% | Reduce -9.6% | 64,760 | $3.2M |
| XML Financial, LLC | 0.32% | Reduce -14.1% | 64,163 | $3.2M |
| Carson Advisory Inc. | 2.22% | Add +9.7% | 64,162 | $3.2M |
| Quantinno Capital Management LP | 0.07% | Add +132.4% | 64,101 | $3.2M |
| Kentucky Retirement Systems | 0.09% | Reduce -5.1% | 63,549 | $3.1M |
| KBC Group NV | 0.01% | Add +14.9% | 63,518 | $3.1M |
| Independent Advisor Alliance | 0.11% | Add +1.5% | 63,435 | $3.1M |
| Cresset Asset Management, LLC | 0.02% | Add +30.4% | 63,025 | $3.1M |
| Maryland State Retirement & Pension System | 0.06% | No change | 65,060 | $3.1M |
| Bryn Mawr Trust Advisors, LLC | 0.17% | Add +6.7% | 62,094 | $3.1M |
| Sagefield Capital LP | 0.37% | Add +70.4% | 61,932 | $3.0M |
| AMG National Trust Bank | 0.09% | Add +38.0% | 61,777 | $3.0M |
| Westpac Banking Corp. | 0.23% | Add +17.7% | 60,612 | $3.0M |
| Stablepoint Partners, LLC | 0.60% | Add +7.9% | 60,026 | $3.0M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -6.0% | 59,050 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +42.1% | 58,653 | $2.9M |
| Quadrature Capital Ltd | 0.05% | New | 57,931 | $2.8M |
| Colonial River Investments, LLC | 1.60% | Add +23.5% | 57,488 | $2.8M |
| Vestcor Inc | 0.10% | Reduce -11.3% | 57,039 | $2.8M |
| Gotham Asset Management | 0.04% | Reduce -63.7% | 56,840 | $2.8M |
| TD Private Client Wealth LLC | 0.09% | Reduce -13.3% | 56,704 | $2.8M |
| Pacer Advisors, Inc. | 0.01% | Add +2.8% | 56,700 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +79.0% | 56,319 | $2.8M |
| Redmond Asset Management, LLC | 0.87% | Add +39.5% | 55,831 | $2.7M |
| Everett Harris & Co. | 0.04% | Add +23.8% | 55,669 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.29% | Reduce -2.6% | 55,613 | $2.7M |
| Dakota Wealth Management | 0.07% | Add +41.1% | 55,353 | $2.7M |
| Prospera Financial Services Inc | 0.08% | Reduce -5.4% | 55,182 | $2.7M |
| Hartford Investment Management Co. | 0.09% | Reduce -4.0% | 54,028 | $2.7M |
| Toth Financial Advisory Corp. | 0.33% | Add +31.1% | 53,056 | $2.6M |
| Richard Bernstein Advisors LLC | 0.06% | No change | 53,011 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.0% | 52,855 | $2.6M |
| Advisors Management Group Inc. | 0.64% | Reduce -0.5% | 52,074 | $2.6M |
| First Bank & Trust | 0.52% | Add +29.3% | 51,513 | $2.5M |
| Bradley Foster & Sargent Inc. | 0.05% | Reduce -1.8% | 51,506 | $2.5M |
| Bill Few Associates, Inc. | 1.03% | Add +8.8% | 51,496 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -2.1% | 51,431 | $2.5M |
| Credit Agricole S A | 0.04% | Add +114.7% | 50,833 | $2.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -15.4% | 49,490 | $2.4M |
| Metis Global Partners, LLC | 0.09% | Add +1.7% | 49,489 | $2.4M |
| Securian Asset Management, Inc. | 0.07% | Reduce -6.9% | 49,286 | $2.4M |
| Cornerstone Advisors, LLC | 0.10% | No change | 48,900 | $2.4M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -3.8% | 48,700 | $2.4M |
| Hartford Financial Management Inc. | 0.49% | Add +1.8% | 46,983 | $2.3M |
| Lockheed Martin Investment Management Co. | 0.17% | Reduce -12.9% | 43,200 | $2.3M |
| BTC Capital Management, Inc. | 0.21% | — | 46,590 | $2.3M |
| Lombard Odier Asset Management (Switzerland) SA | 0.16% | Add +7.7% | 46,394 | $2.3M |
| Graham Capital Wealth Management, LLC | 4.06% | Add +3.0% | 45,658 | $2.2M |
| Sepio Capital, LP | 0.19% | Add +61.6% | 45,639 | $2.2M |
| Carret Asset Management, LLC | 0.26% | Reduce -4.2% | 45,456 | $2.2M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.22% | Reduce -1.6% | 44,627 | $2.2M |
| Raymond James Trust N.A. | 0.05% | Add +19.9% | 44,580 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +49.9% | 49,085 | $2.2M |
| Redwood Investment Management, LLC | 0.21% | Reduce -3.4% | 44,132 | $2.2M |
| Alpha Omega Wealth Management LLC | 0.40% | Add +4.4% | 43,923 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +14.4% | 43,739 | $2.2M |
| Pettyjohn, Wood & White, Inc. | 0.42% | Reduce -13.4% | 43,104 | $2.1M |
| Gratus Wealth Advisors, LLC | 0.39% | Add +14.4% | 43,358 | $2.1M |
| Daiichi Life Insurance Co., Ltd. | 0.05% | No change | 42,602 | $2.1M |
| New Mexico Educational Retirement Board | 0.07% | Reduce -3.0% | 42,173 | $2.1M |
| Morton Community Bank | 0.59% | Add +6.5% | 42,003 | $2.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -44.4% | 41,208 | $2.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -23.2% | 41,139 | $2.0M |
| Argent Trust Co | 0.09% | Add +7.6% | 40,822 | $2.0M |
| Leelyn Smith, LLC | 0.40% | Add +7.2% | 40,763 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -5.1% | 40,241 | $2.0M |
| Nordea Investment Management AB | 0.00% | Reduce -1.4% | 40,037 | $2.0M |
| Ally Financial Inc. | 0.27% | No change | 40,000 | $2.0M |
| Stephens Inc. | 0.03% | Reduce -9.0% | 39,822 | $2.0M |
| Central Pacific Bank - Trust Division | 0.26% | — | 39,735 | $2.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +5.7% | 39,583 | $1.9M |
| IHT Wealth Management, LLC | 0.08% | Add +23.1% | 39,352 | $1.9M |
| Ascent Group, LLC | 0.17% | Reduce -0.0% | 39,297 | $1.9M |
| Resolution Capital Ltd | 0.03% | Reduce -24.6% | 39,285 | $1.9M |
| Stoneridge Investment Partners LLC | 0.73% | Add +232.3% | 39,247 | $1.9M |
| First Hawaiian Bank | 0.06% | Reduce -6.6% | 38,834 | $1.9M |
| NewEdge Wealth, LLC | 0.04% | Add +20.6% | 36,847 | $1.9M |
| Tiaa Trust, National Association | 0.01% | Add +8.3% | 38,111 | $1.9M |
| Slocum, Gordon & Co LLP | 1.38% | Reduce -1.7% | 37,817 | $1.9M |
| Graves Light Lenhart Wealth, Inc. | 0.21% | Reduce -8.0% | 37,676 | $1.9M |
| Fulton Bank, N.A. | 0.08% | Reduce -2.6% | 37,614 | $1.9M |
| Beese Fulmer Investment Management, Inc. | 0.17% | Reduce -3.6% | 36,838 | $1.8M |
| Group One Trading LLC | 0.06% | New | 36,658 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +23.8% | 36,315 | $1.8M |
| Mutual Advisors, LLC | 0.06% | Reduce -4.6% | 36,018 | $1.8M |
| Jackson Hole Capital Partners, LLC | 0.41% | Add +11.1% | 35,959 | $1.8M |
| Tidal Investments LLC | 0.03% | Add +9.6% | 35,938 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -89.9% | 35,920 | $1.8M |
| South Dakota Investment Council | 0.04% | Add +12.6% | 35,724 | $1.8M |
| Virginia Wealth Management Group, Inc. | 1.43% | Add +47.0% | 35,629 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +2.5% | 35,514 | $1.7M |
| Blair William & Co. | 0.01% | Reduce -0.8% | 35,501 | $1.7M |
| First Citizens Bank & Trust Co. | 0.03% | Add +4.5% | 35,438 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.4% | 35,328 | $1.7M |
| Legacy Capital Wealth Partners, LLC | 1.22% | New | 29,710 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +21.0% | 34,357 | $1.7M |
| Conning Inc. | 0.06% | No change | 34,252 | $1.7M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -3.8% | 34,211 | $1.7M |
| Boston Financial Mangement LLC | 0.05% | Add +137.5% | 33,785 | $1.7M |
| Metropolitan Life Insurance Co | 0.07% | Reduce -0.9% | 33,750 | $1.7M |
| Financial Security Advisor, Inc. | 0.57% | Reduce -3.4% | 33,396 | $1.6M |
| Beverly Hills Private Wealth, LLC | 0.38% | Add +68.5% | 33,301 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +13.9% | 32,821 | $1.6M |
| Money Concepts Capital Corp. | 0.15% | Add +1.7% | 32,595 | $1.6M |
| Sandy Spring Bank | 0.07% | Add +8.3% | 32,385 | $1.6M |
| Raleigh Capital Management Inc. | 0.68% | Reduce -13.9% | 31,913 | $1.6M |
| Vectors Research Management, LLC | 0.43% | Reduce -24.8% | 31,246 | $1.5M |
| Profund Advisors LLC | 0.06% | Reduce -7.7% | 31,228 | $1.5M |
| Tokio Marine Asset Management Co. Ltd. | 0.08% | Add +11.0% | 31,162 | $1.5M |
| CENTRAL TRUST Co | 0.04% | Reduce -8.4% | 31,162 | $1.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +11.9% | 30,957 | $1.5M |
| HUB Investment Partners, LLC | 0.08% | Add +7.3% | 30,918 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -18.4% | 30,667 | $1.5M |
| Cassaday & Co Wealth Management LLC | 0.05% | Reduce -6.4% | 30,496 | $1.5M |
| Empirical Finance, LLC | 0.09% | Add +3.5% | 29,858 | $1.5M |
| Beacon Bank & Trust | 0.36% | Reduce -4.7% | 29,764 | $1.5M |
| Bay Rivers Group | 0.80% | Reduce -2.3% | 29,713 | $1.5M |
| Norinchukin Bank, The | 0.04% | Reduce -1.4% | 29,655 | $1.5M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -0.5% | 29,636 | $1.5M |
| Courier Capital LLC | 0.10% | Reduce -21.1% | 29,197 | $1.4M |
| Chiron Capital Management, LLC | 1.30% | Add +37.4% | 28,998 | $1.4M |
| Altman Advisors, Inc. | 0.69% | Add +151.8% | 28,833 | $1.4M |
| First County Bank | 0.69% | Add +15.3% | 28,809 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.22% | Add +15.8% | 28,797 | $1.4M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.04% | Reduce -1.8% | 28,748 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -76.2% | 28,350 | $1.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +12.1% | 28,348 | $1.4M |
| Ieq Capital, LLC | 0.02% | Reduce -1.2% | 28,316 | $1.4M |
| Simplicity Wealth,LLC | 0.03% | New | 28,235 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -12.3% | 28,218 | $1.4M |
| Ategra Capital Management, LLC | 0.64% | Add +2.9% | 28,095 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.52% | Reduce -11.2% | 29,067 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.21% | Add +10.0% | 27,768 | $1.4M |
| Verdence Capital Advisors LLC | 0.12% | Add +141.4% | 27,748 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -3.7% | 27,677 | $1.4M |
| Palisade Asset Management, LLC | 0.13% | No change | 27,641 | $1.4M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.09% | Reduce -7.4% | 27,615 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -7.6% | 27,358 | $1.3M |
| Trust Co. of Toledo NA | 0.21% | Reduce -7.5% | 27,301 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +8.2% | 27,023 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.3% | 26,553 | $1.3M |
| All Terrain Financial Advisors, LLC | 0.56% | Add +1.2% | 26,364 | $1.3M |
| Strategic Planning Group, LLC | 0.32% | Add +20.2% | 26,322 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.5% | 26,233 | $1.3M |
| Canandaigua National Bank & Trust Co. | 0.19% | Reduce -4.8% | 26,170 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Add +1.3% | 26,044 | $1.3M |
| Bull Street Advisors, LLC | 0.61% | Add +34.1% | 25,838 | $1.3M |
| Main Street Group, LTD | 0.61% | Add +4.8% | 25,579 | $1.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | New | 25,500 | $1.3M |
| United Services Automobile Association | 0.03% | Add +7.5% | 25,336 | $1.2M |
| HB Wealth Management, LLC | 0.02% | Add +17.4% | 25,161 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -32.8% | 25,160 | $1.2M |
| First Trust Direct Indexing L.P. | 0.09% | Add +30.1% | 25,131 | $1.2M |
| Pensionfund Sabic | 0.36% | No change | 25,000 | $1.2M |
| GTS Securities LLC | 0.03% | Add +198.6% | 24,850 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +5.7% | 24,681 | $1.2M |
| Ridgewood Investments LLC | 0.64% | Add +0.9% | 24,536 | $1.2M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -35.7% | 24,501 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Reduce -6.8% | 24,299 | $1.2M |
| Arrow Financial Corp | 0.12% | Add +5.9% | 24,196 | $1.2M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +6.0% | 23,679 | $1.2M |
| Bleakley Financial Group, LLC | 0.03% | Add +6.4% | 23,639 | $1.2M |
| Assetmark, Inc. | 0.00% | Reduce -8.8% | 23,061 | $1.1M |
| Personal Cfo Solutions, LLC | 0.18% | Add +143.8% | 23,017 | $1.1M |
| First National Trust Co | 0.05% | Reduce -26.5% | 22,892 | $1.1M |
| Wealth Alliance, LLC | 0.15% | Add +15.1% | 22,889 | $1.1M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -4.4% | 22,754 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +0.1% | 22,694 | $1.1M |
| Rakuten Investment Management, Inc. | 0.01% | Add +987.5% | 22,501 | $1.1M |
| Capital Investment Counsel, Inc | 0.19% | Add +2.9% | 22,497 | $1.1M |
| City Holding Co. | 0.17% | Reduce -3.9% | 22,483 | $1.1M |
| Ontario Teachers Pension Plan Board | 0.01% | Add +79.1% | 22,400 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +150.0% | 22,327 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -5.1% | 22,307 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.8% | 22,211 | $1.1M |
| MAI Capital Management | 0.01% | Add +44.4% | 22,095 | $1.1M |
| UMB Bank, n.a. | 0.02% | Reduce -24.8% | 21,551 | $1.1M |
| Rothschild Investment LLC | 0.08% | Add +8.7% | 21,412 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.45% | Add +71.3% | 21,402 | $1.1M |
| Radnor Capital Management, LLC | 0.18% | Reduce -0.7% | 21,262 | $1.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -44.6% | 21,273 | $1.0M |
| NEOS Investment Management LLC | 0.06% | Add +77.3% | 21,102 | $1.0M |
| Alberta Investment Management Corp | 0.01% | No change | 20,900 | $1.0M |
| Spire Wealth Management | 0.02% | Add +3.1% | 20,869 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -3.1% | 20,819 | $1.0M |
| NBT Bank, N.A. | 0.07% | Reduce -8.6% | 20,807 | $1.0M |
| Bokf, NA | 0.02% | Reduce -8.4% | 20,810 | $1.0M |
| 3Chopt Investment Partners, LLC | 0.42% | Reduce -0.3% | 20,768 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -79.0% | 20,675 | $1.0M |
| JARISLOWSKY, FRASER Ltd | 0.01% | Reduce -19.6% | 20,568 | $1.0M |
| SageView Advisory Group, LLC | 0.05% | Reduce -32.6% | 20,504 | $1.0M |
| Culbertson A N & Co. Inc. | 0.17% | Reduce -9.7% | 20,473 | $1.0M |
| Buttonwood Financial Advisors Inc. | 0.47% | Add +10.0% | 20,449 | $1.0M |
| Anchor Investment Management, LLC | 0.11% | Reduce -7.8% | 20,443 | $1.0M |
| Cullinan Associates Inc. | 0.06% | Reduce -7.7% | 20,378 | $1.0M |
| Birch Hill Investment Advisors LLC | 0.05% | No change | 20,355 | $1.0M |
| Trust Co. of Vermont | 0.05% | Add +18.5% | 20,003 | $984K |
| PBMares Wealth Management LLC | 0.26% | Add +21.7% | 19,924 | $980K |
| Schnieders Capital Management LLC | 0.20% | Reduce -21.3% | 19,808 | $974K |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -8.9% | 19,776 | $973K |
| Lloyd Advisory Services, LLC. | 0.21% | Add +350.3% | 19,640 | $966K |
| Peoples Financial Services Corp. | 0.42% | Reduce -3.6% | 19,628 | $965K |
| Valeo Financial Advisors, LLC | 0.03% | Add +71.0% | 18,829 | $965K |
| Thomasville National Bank | 0.08% | Reduce -29.3% | 19,549 | $962K |
| Azimuth Capital Investment Management LLC | 0.04% | Add +0.6% | 19,514 | $960K |
| Degroof Petercam Asset Management | 0.01% | No change | 19,500 | $959K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -2.3% | 19,104 | $940K |
| Dominguez Wealth Management Solutions, Inc. | 0.74% | Add +0.3% | 19,069 | $938K |
| Waters Parkerson & Co., LLC | 0.05% | Reduce -1.0% | 19,076 | $938K |
| Beck Mack & Oliver LLC | 0.02% | No change | 18,965 | $933K |
| Fortis Group Advisors, LLC | 0.17% | Add +72746.1% | 18,940 | $932K |
| Eagle Harbor Asset Management Inc. | 0.99% | Add +0.2% | 18,937 | $932K |
| Marietta Investment Partners LLC | 0.20% | No change | 18,884 | $929K |
| Cohen Klingenstein LLC | 0.03% | No change | 18,700 | $920K |
| Waterfront Wealth Inc. | 0.26% | Add +4.0% | 17,992 | $919K |
| SouthState Bank Corp | 0.07% | Reduce -16.0% | 18,643 | $917K |
| Heritage Wealth Advisors | 0.04% | Add +2.0% | 18,470 | $909K |
| Simmons Bank | 0.07% | Reduce -4.2% | 18,433 | $907K |
| Coldstream Capital Management Inc. | 0.02% | Add +23.8% | 18,259 | $898K |
| Chickasaw Capital Management LLC | 0.04% | No change | 18,216 | $896K |
| Lazard Asset Management LLC | 0.00% | Add +1232.8% | 18,179 | $893K |
| United Asset Strategies, Inc. | 0.09% | Add +107.7% | 18,034 | $887K |
| Groupama Asset Managment | 0.02% | Reduce -89.8% | 2,106 | $878K |
| Fourpath Capital Management, LLC | 0.61% | Reduce -2.1% | 17,838 | $877K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -2.3% | 17,719 | $872K |
| Composition Wealth, LLC | 0.02% | Add +2.1% | 17,665 | $869K |
| Community Bank, N.A. | 0.11% | Reduce -14.9% | 17,562 | $864K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -1.6% | 17,287 | $850K |
| First Horizon Advisors, Inc. | 0.03% | Reduce -0.3% | 17,120 | $842K |
| Beacon Financial Advisory LLC | 0.41% | Add +60.5% | 17,116 | $842K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +8.0% | 16,950 | $834K |
| Taylor Hoffman Wealth Management | 0.35% | Reduce -6.5% | 16,836 | $828K |
| Patten Group, Inc. | 0.20% | Reduce -19.1% | 16,806 | $827K |
| Verus Financial Partners, Inc. | 0.10% | Reduce -1.9% | 16,795 | $826K |
| Trivium Point Advisory, LLC | 0.18% | Reduce -9.0% | 16,754 | $824K |
| Liberty One Investment Management, LLC | 0.09% | Add +29.1% | 16,651 | $819K |
| Greenleaf Trust | 0.01% | Add +26.6% | 16,514 | $812K |
| Arlington Capital Management, Inc. | 0.67% | Add +1.2% | 16,476 | $810K |
| IMC-Chicago, LLC | 0.03% | New | 16,443 | $809K |
| Cornerstone Wealth Group, LLC | 0.07% | Add +21.4% | 16,439 | $809K |
| Burke & Herbert Bank & Trust Co. | 0.61% | Reduce -0.2% | 16,419 | $808K |
| SteelPeak Wealth, LLC | 0.04% | New | 16,233 | $799K |
| Sovereign Financial Group, Inc. | 0.21% | Add +4.1% | 16,134 | $794K |
| Ancora Advisors LLC | 0.02% | Reduce -5.3% | 15,949 | $785K |
| Woodstock Corp. | 0.08% | Reduce -3.0% | 15,944 | $784K |
| Dover Advisors, LLC | 0.53% | Reduce -17.2% | 15,728 | $774K |
| Blue Edge Capital, LLC | 0.13% | Add +0.1% | 15,709 | $773K |
| Bank of New Hampshire | 0.20% | Reduce -11.9% | 15,647 | $770K |
| CNB Bank | 0.37% | Add +9.9% | 15,625 | $769K |
| Garner Asset Management Corp | 0.29% | Add +283.0% | 15,582 | $767K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.33% | New | 15,412 | $758K |
| Horizon Investments, LLC | 0.02% | Add +0.3% | 15,410 | $758K |
| John G Ullman & Associates Inc. | 0.12% | New | 15,300 | $753K |
| Essex Financial Services, Inc. | 0.07% | New | 15,284 | $752K |
| Chesley Taft & Associates LLC | 0.04% | Add +42.6% | 15,227 | $749K |
| Bar Harbor Wealth Management | 0.05% | Reduce -17.6% | 15,177 | $747K |
| Whitener Capital Management, Inc. | 0.24% | Reduce -2.7% | 15,126 | $744K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 15,115 | $744K |
| Spirit of America Management Corp. | 0.15% | Reduce -9.0% | 15,100 | $743K |
| Asset Dedication, LLC | 0.06% | Reduce -43.9% | 15,039 | $742K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -20.4% | 15,065 | $741K |
| Signaturefd, LLC | 0.02% | Add +8.6% | 14,912 | $734K |
| Hendershot Investments Inc. | 0.10% | Reduce -5.5% | 14,898 | $733K |
| Intrua Financial, LLC | 0.11% | Add +4.5% | 14,898 | $733K |
| Vista Investment Management | 0.30% | New | 14,806 | $728K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -59.4% | 14,778 | $727K |
| My Legacy Advisors, LLC | 0.24% | Add +2.0% | 14,777 | $727K |
| Adams Wealth Management | 0.18% | Reduce -2.0% | 14,723 | $724K |
| Agf Management Ltd. | 0.00% | New | 14,690 | $723K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -63.7% | 14,626 | $719K |
| Acorn Financial Advisory Services Inc. | 0.14% | Reduce -10.9% | 14,622 | $719K |
| Founders Financial Alliance, LLC | 0.22% | Add +0.1% | 14,581 | $717K |
| Jacobi Capital Management LLC | 0.07% | Add +3.9% | 14,528 | $715K |
| Snowden Capital Advisors LLC | 0.02% | Add +6.0% | 14,516 | $714K |
| Archford Capital Strategies, LLC | 0.12% | Reduce -2.8% | 14,487 | $713K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.4% | 14,482 | $712K |
| Excalibur Management Corp. | 0.30% | Add +11.6% | 14,478 | $712K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +7.5% | 14,435 | $710K |
| Marco Investment Management LLC | 0.07% | Reduce -1.0% | 14,389 | $708K |
| Intech Investment Management LLC | 0.01% | New | 14,383 | $708K |
| Venture Visionary Partners LLC | 0.03% | Reduce -13.4% | 14,367 | $707K |
| Haverford Trust Co | 0.01% | No change | 14,296 | $703K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -2.4% | 14,255 | $701K |
| Walleye Capital LLC | 0.01% | New | 14,200 | $698K |
| D.B. Root & Company, LLC | 0.24% | Reduce -5.6% | 14,144 | $696K |
| TCTC Holdings, LLC | 0.02% | Reduce -3.4% | 14,089 | $693K |
| Cypress Capital Group | 0.08% | Reduce -3.8% | 13,953 | $686K |
| Carnegie Investment Counsel | 0.02% | Add +15.3% | 13,934 | $685K |
| Ables, Iannone, Moore & Associates, Inc. | 0.49% | Add +12.2% | 13,915 | $684K |
| Brown Brothers Harriman & Co. | 0.01% | Add +9.8% | 13,842 | $681K |
| Joel Isaacson & Co., LLC | 0.04% | Reduce -3.7% | 13,830 | $680K |
| PFG Investments, LLC | 0.04% | New | 13,818 | $680K |
| TCI Wealth Advisors, Inc. | 0.07% | Add +0.0% | 13,777 | $678K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Reduce -35.7% | 13,678 | $673K |
| Principal Securities, Inc. | 0.02% | Add +2.9% | 13,660 | $672K |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -5.3% | 13,578 | $668K |
| Investment Management Corp of Ontario | 0.02% | Reduce -30.7% | 13,541 | $666K |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -35.9% | 13,491 | $664K |
| NTV Asset Management LLC | 0.10% | Reduce -0.5% | 13,441 | $661K |
| Harbour Investments, Inc. | 0.02% | Reduce -4.3% | 13,398 | $659K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +154.9% | 13,357 | $657K |
| Meridian Financial Partners LLC | 0.84% | Add +0.5% | 13,920 | $652K |
| Two Sigma Securities, LLC | 0.03% | Add +45.3% | 13,249 | $652K |
| Ingalls & Snyder LLC | 0.03% | Add +3.8% | 13,244 | $651K |
| BCGM Wealth Management, LLC | 0.23% | Reduce -4.5% | 13,219 | $650K |
| Pullen Investment Management, LLC | 0.55% | — | 13,134 | $646K |
| Campbell Wealth Management | 0.06% | Add +39.5% | 13,101 | $644K |
| Stonegate Investment Group, LLC | 0.02% | Reduce -1.2% | 13,063 | $643K |
| Peoples Bank | 0.50% | Reduce -6.0% | 13,034 | $641K |
| Park Place Capital Corp | 0.23% | Reduce -11.6% | 13,006 | $640K |
| Bard Financial Services, Inc. | 0.07% | Reduce -43.5% | 13,000 | $639K |
| HighPoint Advisor Group LLC | 0.05% | Reduce -11.2% | 12,037 | $638K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +51.2% | 12,963 | $638K |
| Holderness Investments Co. | 0.16% | Add +0.3% | 12,918 | $635K |
| Aviva PLC | 0.00% | No change | 12,856 | $632K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -1.8% | 12,808 | $630K |
| Lincoln National Corp. | 0.01% | Add +15.5% | 12,778 | $629K |
| Csenge Advisory Group | 0.03% | Reduce -6.5% | 12,602 | $620K |
| Allworth Financial LP | 0.00% | Reduce -6.4% | 12,469 | $613K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -14.4% | 12,461 | $613K |
| Intrust Bank NA | 0.07% | Add +12.0% | 12,404 | $610K |
| Townsquare Capital LLC | 0.01% | Add +36.6% | 12,338 | $607K |
| Imprint Wealth LLC | 0.15% | Add +25.5% | 12,332 | $606K |
| Blue Trust, Inc. | 0.01% | Add +25.5% | 12,300 | $605K |
| Hilltop Holdings Inc. | 0.07% | Reduce -8.6% | 12,293 | $605K |
| Global Retirement Partners, LLC | 0.02% | Reduce -2.4% | 12,236 | $602K |
| Hayek Kallen Investment Management | 0.23% | Reduce -32.5% | 12,191 | $600K |
| Keystone Financial Group | 0.09% | Add +23.0% | 12,190 | $600K |
| Bessemer Group Inc. | 0.00% | Add +3.2% | 12,112 | $596K |
| Vinva Investment Management Ltd | 0.03% | Add +77.2% | 12,079 | $594K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 12,073 | $594K |
| Ballentine Partners, LLC | 0.01% | Add +6.8% | 12,030 | $592K |
| Patten & Patten Inc. | 0.04% | Add +14.3% | 12,022 | $591K |
| Ti-Trust, Inc. | 0.43% | No change | 11,929 | $587K |
| HBW Advisory Services LLC | 0.11% | No change | 12,357 | $581K |
| United Bank | 0.07% | Add +2.9% | 11,734 | $577K |
| Midwest Professional Planners, LTD. | 0.20% | Add +63.1% | 11,712 | $576K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -3.5% | 11,681 | $575K |
| Wilmington Savings Fund Society, FSB | 0.02% | — | 11,550 | $568K |
| Caldwell Trust Co | 0.07% | Reduce -13.3% | 11,522 | $567K |
| Plimoth Trust Co. LLC | 0.15% | Reduce -4.1% | 11,480 | $565K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +6.7% | 11,450 | $563K |
| Jeppson Wealth Management, LLC | 0.22% | Add +99.7% | 11,449 | $563K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Add +0.5% | 11,420 | $562K |
| Hall Capital Management Co. Inc. | 0.28% | Reduce -10.1% | 11,356 | $559K |
| Seneca House Advisors | 0.24% | Add +2.0% | 11,355 | $559K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -16.3% | 11,346 | $558K |
| Empowered Funds, LLC | 0.01% | Add +27.0% | 11,313 | $556K |
| Procyon Advisors, LLC | 0.04% | Reduce -10.2% | 11,311 | $556K |
| TCW Group Inc. | 0.01% | Reduce -14.7% | 11,278 | $555K |
| Pathway Financial Advisers, LLC | 0.20% | Reduce -6.2% | 11,270 | $554K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -10.9% | 11,263 | $554K |
| Principle Wealth Partners LLC | 0.04% | Add +76.1% | 11,234 | $553K |
| GAMMA Investing LLC | 0.11% | Add +67.5% | 11,218 | $552K |
| SYSTM Wealth Solutions LLC | 0.07% | Reduce -10.6% | 11,208 | $551K |
| AQR Capital Management | 0.00% | Reduce -1.1% | 11,180 | $548K |
| Violich Capital Management, Inc. | 0.08% | No change | 11,055 | $544K |
| SS&H Financial Advisors, Inc. | 0.23% | Reduce -6.0% | 11,043 | $543K |
| Heritage Investors Management Corp. | 0.02% | Add +5.5% | 11,015 | $542K |
| Steigerwald, Gordon & Koch Inc. | 0.07% | Reduce -62.6% | 10,964 | $539K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.6% | 10,959 | $539K |
| Equitable Holdings, Inc. | 0.01% | Add +9.3% | 10,865 | $534K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +15.9% | 10,864 | $534K |
| Lido Advisors, LLC | 0.00% | Add +10.7% | 10,754 | $529K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Add +3.1% | 10,714 | $527K |
| Parcion Private Wealth LLC | 0.05% | No change | 10,696 | $526K |
| Good Life Advisors, LLC | 0.05% | Reduce -0.1% | 10,614 | $522K |
| Daymark Wealth Partners, LLC | 0.03% | Add +4.3% | 10,584 | $521K |
| Key Financial Inc | 0.13% | No change | 10,580 | $520K |
| Advanced Portfolio Management, LLC | 0.98% | New | 10,514 | $517K |
| Vise Technologies, Inc. | 0.10% | Add +42.1% | 10,448 | $514K |
| Modera Wealth Management, LLC | 0.01% | Reduce -5.5% | 10,440 | $514K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +237.3% | 10,017 | $511K |
| Cornell Pochily Investment Advisors, Inc. | 0.20% | Reduce -19.1% | 10,376 | $510K |
| Financial Advocates Investment Management | 0.03% | Add +6.3% | 10,372 | $510K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +48.7% | 10,342 | $509K |
| Longfellow Investment Management Co. LLC | 0.11% | Add +0.8% | 10,305 | $507K |
| SPC Financial, Inc. | 0.05% | Reduce -3.3% | 10,294 | $506K |
| Eagle Ridge Investment Management | 0.05% | Add +58.8% | 10,245 | $504K |
| Triangle Securities Wealth Management | 0.14% | Reduce -14.4% | 10,194 | $501K |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.7% | 10,167 | $500K |
| HBK Sorce Advisory LLC | 0.02% | Add +7.6% | 9,982 | $491K |
| Meeder Advisory Services, Inc. | 0.05% | Add +18.8% | 9,905 | $487K |
| Fidelis Capital Partners, LLC | 0.07% | Add +73.0% | 9,885 | $486K |
| Phoenix Wealth Advisors | 0.29% | Add +5.7% | 9,844 | $484K |
| Moneco Advisors, LLC | 0.08% | New | 9,840 | $484K |
| Centurion Wealth Management LLC | 0.19% | Add +4.1% | 9,839 | $484K |
| Jones Financial Companies LLLP | 0.00% | Add +58.5% | 9,815 | $483K |
| Mechanics Bank Trust Department | 0.07% | Reduce -0.8% | 9,803 | $482K |
| HM Payson & Co. | 0.01% | Reduce -42.9% | 9,802 | $482K |
| Inspire Trust Co, N.A. | 0.27% | New | 9,800 | $482K |
| NorthRock Partners, LLC | 0.02% | Reduce -6.7% | 9,798 | $482K |
| Lindbrook Capital, LLC | 0.04% | Reduce -12.4% | 9,783 | $481K |
| Vident Advisory, LLC | 0.01% | Add +23.6% | 9,735 | $479K |
| Qube Research & Technologies Ltd | 0.00% | Add +133.3% | 9,723 | $478K |
| FineMark National Bank & Trust | 0.02% | Reduce -1.9% | 9,720 | $478K |
| Renaissance Group LLC | 0.02% | Reduce -1.2% | 9,711 | $478K |
| Infrastructure Capital Advisors, LLC | 0.08% | Reduce -2.3% | 9,706 | $477K |
| Level Four Advisory Services, LLC | 0.03% | No change | 10,131 | $476K |
| Merit Financial Group, LLC | 0.01% | Reduce -31.3% | 9,250 | $475K |
| GYL Financial Synergies, LLC | 0.04% | Reduce -26.1% | 9,660 | $475K |
| Canal Capital Management, LLC | 0.08% | Reduce -28.9% | 9,643 | $474K |
| Savant Capital, LLC | 0.01% | Reduce -2.4% | 9,596 | $472K |
| Armstrong Advisory Group, Inc. | 0.05% | No change | 9,984 | $469K |
| Chemung Canal Trust Co. | 0.09% | Reduce -8.6% | 9,511 | $468K |
| Cordgrass Capital Advisors, LLC | 0.15% | Add +4.4% | 9,507 | $468K |
| Tradewinds, LLC. | 0.22% | — | 9,481 | $466K |
| Kidder Stephen W | 0.15% | No change | 9,439 | $464K |
| Commonwealth Retirement Investments LLC | 0.22% | Reduce -0.4% | 9,418 | $463K |
| Houlihan Financial Resource Group, Ltd. | 0.21% | Add +0.1% | 9,395 | $462K |
| Salvus Wealth Management, LLC | 0.31% | Reduce -0.1% | 9,311 | $458K |
| Burney Co./ | 0.02% | Reduce -13.9% | 9,304 | $458K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 9,299 | $457K |
| VeraBank, N.A. | 0.14% | No change | 9,295 | $457K |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.2% | 9,259 | $455K |
| TFG Advisers LLC | 0.18% | Reduce -4.9% | 9,201 | $453K |
| Fiduciary Group, LLC | 0.05% | Add +8.0% | 9,189 | $452K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -4.5% | 9,131 | $449K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.8% | 9,112 | $448K |
| Balentine LLC | 0.01% | Reduce -17.1% | 9,111 | $448K |
| V-Square Quantitative Management LLC | 0.06% | Add +61.2% | 9,094 | $447K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -3.5% | 9,185 | $446K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -21.9% | 9,056 | $445K |
| Mgo One Seven LLC | 0.02% | Add +0.7% | 9,050 | $445K |
| Outfitters Financial LLC | 0.37% | Reduce -1.9% | 9,040 | $445K |
| Avior Wealth Management, LLC | 0.02% | Add +755.3% | 8,981 | $442K |
| Central Bank & Trust Co. | 0.06% | No change | 8,949 | $440K |
| Cigna Investments Inc. | 0.08% | Reduce -1.1% | 8,916 | $439K |
| Valmark Advisers, Inc. | 0.01% | Reduce -6.6% | 8,893 | $437K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -1.1% | 8,881 | $437K |
| Keudell/Morrison Wealth Management | 0.13% | Add +13.0% | 8,830 | $434K |
| Headinvest, LLC | 0.08% | Reduce -1.6% | 8,829 | $434K |
| Siemens Fonds Invest GmbH | 0.03% | Reduce -64.6% | 8,813 | $434K |
| Welch Group, LLC | 0.02% | Reduce -1.5% | 8,778 | $432K |
| Rowlandmiller & Partners.adv | 0.09% | Add +0.0% | 8,716 | $429K |
| Wedbush Securities Inc. | 0.02% | Add +1.3% | 8,704 | $428K |
| ICW Investment Advisors LLC | 0.19% | Reduce -6.5% | 8,685 | $427K |
| FinTrust Capital Advisors, LLC | 0.08% | Add +37.3% | 8,667 | $426K |
| Pointe Capital Management LLC | 0.26% | No change | 8,659 | $426K |
| First United Bank & Trust | 0.16% | Reduce -15.7% | 8,565 | $421K |
| Kovack Advisors, Inc. | 0.05% | Reduce -0.1% | 8,559 | $421K |
| 1ST Source Bank | 0.02% | Reduce -1.2% | 8,513 | $419K |
| Perpetual Ltd | 0.00% | No change | 8,600 | $417K |
| MIdWestOne Financial Group, Inc. | 0.07% | Add +1.2% | 8,470 | $417K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -75.8% | 8,465 | $416K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -3.3% | 8,446 | $415K |
| Hexagon Capital Partners LLC | 0.09% | Add +65.3% | 8,429 | $415K |
| Derbend Asset Management | 0.20% | Add +10.1% | 8,422 | $414K |
| SVB Wealth LLC | 0.01% | Reduce -3.7% | 8,383 | $412K |
| Glenview Trust Co | 0.01% | Reduce -7.2% | 8,339 | $410K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -46.8% | 8,327 | $410K |
| Marcum Wealth, LLC | 0.04% | Add +46.1% | 8,277 | $407K |
| Ameritas Advisory Services, LLC | 0.02% | Add +64.6% | 8,028 | $406K |
| First Merchants Corp. | 0.03% | Reduce -11.9% | 8,224 | $404K |
| Cognios Beta Neutral Large Cap Fund, LP | 0.53% | New | 8,194 | $403K |
| Cullen Capital Management, LLC | 0.00% | Add +2.7% | 8,066 | $397K |
| Aptus Capital Advisors, LLC | 0.01% | Add +25.9% | 8,043 | $396K |
| Mainstay Capital Management LLC | 0.07% | Add +37.6% | 7,959 | $392K |
| Systematic Portfolios LLC | 1.28% | New | 7,950 | $391K |
| Centre Asset Management, LLC | 0.09% | Reduce -3.4% | 7,883 | $388K |
| Lanark Financial, Inc. | 0.04% | Reduce -87.9% | 7,891 | $388K |
| Whittier Trust Co. | 0.01% | Reduce -4.4% | 7,851 | $386K |
| Lawson Kroeker Investment Management Inc. | 0.07% | Reduce -8.7% | 7,835 | $385K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.7% | 7,824 | $385K |
| Precedent Wealth Partners, LLC | 0.16% | Add +30.8% | 7,792 | $383K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.16% | Add +14.3% | 7,785 | $383K |
| Kenora Financial, LLC | 0.16% | No change | 7,750 | $381K |
| RVW Wealth, LLC | 0.04% | No change | 7,725 | $380K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.8% | 7,723 | $380K |
| Trust Point Inc. | 0.03% | Reduce -27.1% | 7,712 | $379K |
| Point Windward Advisors Inc. | 0.16% | Reduce -2.5% | 7,708 | $379K |
| Wrapmanager Inc. | 0.11% | Reduce -12.7% | 7,700 | $379K |
| Fruth Investment Management | 0.10% | Reduce -11.5% | 7,675 | $377K |
| EP Wealth Advisors, LLC | 0.00% | Add +10.7% | 7,624 | $375K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +15.3% | 7,612 | $375K |
| CoreCap Advisors, LLC | 0.02% | Add +43.1% | 7,621 | $375K |
| JBR Co Financial Management Inc | 0.30% | Reduce -1.3% | 7,616 | $375K |
| Cornerstone Advisory, LLC | 0.05% | Add +1.9% | 7,613 | $374K |
| International Assets Investment Management, LLC | 0.04% | New | 7,613 | $374K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -7.3% | 7,578 | $373K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +13.4% | 7,565 | $372K |
| Quadrant Capital Group LLC | 0.03% | Reduce -2.2% | 7,544 | $371K |
| Parallel Advisors, LLC | 0.01% | Add +10.6% | 7,527 | $370K |
| Focus Partners Wealth | 0.00% | Add +13.0% | 7,522 | $370K |
| Sard Wealth Management Group, LLC | 0.33% | Add +0.2% | 7,490 | $368K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Add +4.5% | 7,504 | $368K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -13.4% | 7,464 | $367K |
| CWA Asset Management Group, LLC | 0.02% | Add +28.8% | 7,443 | $366K |
| Old Port Advisors | 0.11% | Reduce -17.7% | 7,420 | $365K |
| Smith, Moore & Co. | 0.04% | Reduce -1.8% | 7,419 | $365K |
| Cidel Asset Management Inc. | 0.03% | Add +7.0% | 7,413 | $365K |
| BLB&B Advisors, LLC | 0.02% | Reduce -8.2% | 7,390 | $364K |
| First Trust Investment Solutions L.P. | 0.06% | New | 7,359 | $362K |
| River Wealth Advisors LLC | 0.05% | Reduce -27.4% | 7,345 | $361K |
| Danske Bank A/S | 0.00% | — | 7,300 | $359K |
| Investors Research Corp | 0.08% | Add +9.5% | 7,248 | $357K |
| Premier Path Wealth Partners, LLC | 0.07% | Add +14.4% | 7,248 | $357K |
| Romano Brothers and Company | 0.05% | Add +19.9% | 7,232 | $356K |
| Legacy Wealth Asset Management, LLC | 0.10% | Add +5.3% | 7,203 | $354K |
| Manchester Capital Management LLC | 0.04% | Add +0.2% | 7,202 | $354K |
| Private Wealth Partners, LLC | 0.03% | Reduce -21.7% | 7,200 | $354K |
| Centennial Wealth Advisory LLC | 0.16% | Add +2.6% | 7,182 | $353K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -19.2% | 7,161 | $352K |
| Fragasso Financial Advisors Inc | 0.03% | Add +1.4% | 7,148 | $352K |
| Delta Financial Group, Inc. | 0.10% | Add +7.1% | 7,126 | $351K |
| Graypoint LLC | 0.03% | Add +30.8% | 7,125 | $350K |
| Clarius Group, LLC | 0.02% | Add +48.1% | 7,104 | $349K |
| Catalyst Financial Partners LLC | 0.09% | Reduce -4.5% | 7,200 | $348K |
| Morningstar Investment Management LLC | 0.04% | No change | 7,050 | $347K |
| Searle & Co. | 0.09% | No change | 7,037 | $346K |
| Sheets Smith Wealth Management | 0.04% | Add +0.3% | 7,033 | $346K |
| Prossimo Advisors, LLC | 0.66% | Reduce -21.0% | 6,983 | $343K |
| St Germain D J Co. Inc. | 0.02% | Add +5.9% | 6,942 | $341K |
| Parsons Capital Management Inc. | 0.02% | Reduce -1.3% | 6,939 | $341K |
| Bison Wealth, LLC | 0.06% | Add +4.3% | 6,921 | $340K |
| Bluefin Capital Management, LLC | 0.08% | New | 6,900 | $339K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -28.4% | 6,846 | $337K |
| Passumpsic Savings Bank | 0.22% | — | 6,842 | $337K |
| Colonial Trust Co / SC | 0.06% | Add +101.4% | 6,841 | $337K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +27.5% | 6,805 | $335K |
| Park National Corp. | 0.01% | Add +1.1% | 6,750 | $332K |
| Saturna Capital Corp. | 0.00% | New | 6,750 | $332K |
| International Private Wealth Advisors LLC | 0.64% | New | 6,694 | $329K |
| Nomura Holdings Inc. | 0.00% | Reduce -84.4% | 6,681 | $329K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.7% | 6,674 | $328K |
| Blue Fin Capital, Inc. | 0.07% | Reduce -2.2% | 6,664 | $328K |
| Aspiriant, LLC | 0.01% | Add +2.0% | 6,615 | $325K |
| Montag A & Associates Inc. | 0.02% | Reduce -17.8% | 6,611 | $325K |
| Brighton Jones LLC | 0.01% | Reduce -5.9% | 6,606 | $325K |
| IFP Advisors, Inc | 0.01% | Reduce -8.7% | 6,599 | $325K |
| Caldwell Sutter Capital, Inc. | 0.16% | Add +4.6% | 6,593 | $324K |
| Syon Capital LLC | 0.03% | Reduce -24.9% | 6,573 | $323K |
| CI Investments Inc. | 0.00% | Add +43.4% | 6,571 | $323K |
| Farmers Trust Co. | 0.06% | Add +0.5% | 6,553 | $322K |
| Cambridge Trust Co. | 0.01% | Reduce -13.3% | 6,547 | $322K |
| Alpha Family Trust | 0.19% | New | 6,540 | $322K |
| Adalta Capital Management LLC | 0.18% | No change | 6,500 | $320K |
| Groesbeck Investment Management Corp. | 0.34% | New | 6,489 | $319K |
| FourThought Financial Partners, LLC | 0.04% | Add +3.9% | 6,485 | $319K |
| Prio Wealth Limited Partnership | 0.01% | Add +44.7% | 6,472 | $318K |
| Northwest Bancshares, Inc. | 0.05% | No change | 6,375 | $314K |
| Fulcrum Equity Management | 0.37% | Add +1.4% | 6,344 | $312K |
| Armor Investment Advisors, LLC | 0.15% | Reduce -52.1% | 6,309 | $310K |
| Citizens National Bank Trust Department | 0.07% | Reduce -43.1% | 6,273 | $309K |
| Tranquility Partners, LLC | 0.12% | Add +2.2% | 6,272 | $309K |
| Tower Bridge Advisors | 0.03% | Reduce -9.4% | 6,268 | $308K |
| Diligent Investors, LLC | 0.08% | Reduce -5.3% | 6,255 | $308K |
| Summit Financial Group, Inc. | 0.11% | Reduce -3.3% | 6,252 | $308K |
| Capital Management Corp. | 0.06% | No change | 6,236 | $307K |
| Koshinski Asset Management, Inc. | 0.03% | New | 6,156 | $303K |
| Brown Miller Wealth Management, LLC | 0.13% | Add +22.3% | 6,134 | $302K |
| Hudock, Inc. | 0.07% | Reduce -3.3% | 6,111 | $301K |
| Meyer Handelman Co. | 0.01% | Reduce -37.4% | 6,093 | $300K |
| Heritage Trust Co | 0.04% | Reduce -0.5% | 6,090 | $300K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -46.7% | 6,061 | $298K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -0.8% | 6,060 | $298K |
| Compound Planning, Inc. | 0.03% | Add +31.4% | 6,053 | $298K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 6,028 | $296K |
| Boltwood Capital Management | 0.09% | Reduce -5.5% | 6,009 | $296K |
| Hummer Financial Advisory Services Inc | 0.24% | No change | 6,001 | $295K |
| Plan Group Financial, LLC | 0.19% | New | 6,001 | $295K |
| Clearstead Advisors, LLC | 0.01% | Add +48.4% | 5,564 | $295K |
| American National Bank & Trust Co. | 0.07% | — | 5,985 | $294K |
| Banco BTG Pactual S.A. | 0.09% | New | 5,971 | $294K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +4.9% | 5,970 | $294K |
| Sunpointe, LLC | 0.33% | Add +3.0% | 5,964 | $293K |
| Smithfield Trust Co | 0.02% | Reduce -49.6% | 6,050 | $293K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -27.4% | 5,950 | $293K |
| Mystic Asset Management, Inc. | 0.12% | Add +0.7% | 5,939 | $292K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.8% | 5,937 | $292K |
| Morningstar Investment Services LLC | 0.00% | Reduce -56.1% | 6,021 | $292K |
| Cedrus LLC | 0.16% | Reduce -16.0% | 5,918 | $291K |
| Camden National Bank | 0.05% | Add +0.4% | 5,854 | $288K |
| WASHINGTON TRUST Co | 0.01% | Reduce -69.2% | 5,840 | $287K |
| Busey Bank | 0.01% | Reduce -1.6% | 5,835 | $287K |
| Lantz Financial LLC | 0.09% | Add +4.0% | 5,823 | $286K |
| Alpha Cubed Investments, LLC | 0.01% | Add +11.6% | 5,787 | $285K |
| Private Trust Co. NA | 0.03% | Add +17.2% | 5,782 | $284K |
| Ostrum Asset Management | 0.02% | No change | 5,684 | $280K |
| Lake Street Advisors Group, LLC | 0.01% | Add +14.2% | 5,661 | $278K |
| Kepos Capital LP | 0.07% | Reduce -4.4% | 5,654 | $278K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -4.1% | 5,649 | $278K |
| ABN AMRO Bank N.V. | 0.00% | No change | 5,630 | $277K |
| Waverly Advisors, LLC | 0.01% | New | 5,617 | $276K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -28.0% | 5,612 | $276K |
| Northwest Financial Advisors | 0.30% | Add +16.8% | 5,611 | $276K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 5,600 | $275K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -3.0% | 5,594 | $275K |
| Cobblestone Asset Management LLC | 0.19% | Add +12.1% | 5,556 | $273K |
| Chesapeake Wealth Management | 0.10% | Reduce -20.0% | 5,554 | $273K |
| Hyman Charles D | 0.01% | Reduce -5.7% | 5,539 | $272K |
| QRG Capital Management, Inc. | 0.00% | New | 5,526 | $272K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -13.1% | 5,526 | $272K |
| FDx Advisors, Inc. | 0.04% | Reduce -57.1% | 5,485 | $270K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.7% | 5,486 | $270K |
| Gateway Investment Advisers LLC | 0.00% | Add +27.4% | 5,442 | $268K |
| HF Advisory Group, LLC | 0.15% | Add +5.8% | 5,431 | $267K |
| OLIO Financial Planning | 0.11% | No change | 5,676 | $267K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.7% | 5,258 | $266K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -15.9% | 5,411 | $266K |
| Sfmg, LLC | 0.02% | New | 5,405 | $266K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.0% | 5,399 | $266K |
| Lantern Wealth Advisors, LLC | 0.19% | Add +0.2% | 5,390 | $265K |
| Ethic Inc. | 0.01% | Add +0.3% | 5,387 | $265K |
| Kingfisher Capital LLC | 0.06% | Add +1.4% | 5,367 | $264K |
| Campion Asset Management | 0.20% | No change | 5,366 | $264K |
| Birchcreek Wealth Management, LLC | 0.14% | No change | 5,351 | $263K |
| Kinloch Capital, LLC | 0.14% | Add +14.3% | 5,351 | $263K |
| Nabity-Jensen Investment Management Inc | 0.22% | No change | 5,336 | $262K |
| Dividend Assets Capital, LLC | 0.06% | No change | 5,326 | $262K |
| MKT Advisors LLC | 0.14% | New | 5,362 | $262K |
| Philadelphia Trust Co. | 0.02% | Reduce -11.0% | 5,280 | $260K |
| Continuum Advisory, LLC | 0.04% | Reduce -35.7% | 4,919 | $260K |
| New Hampshire Trust | 0.06% | Reduce -5.6% | 5,282 | $260K |
| Independent Financial Group, LLC | 0.01% | Reduce -19.8% | 5,279 | $260K |
| Adirondack Trust Co. | 0.11% | Reduce -1.6% | 5,248 | $258K |
| Sterling Investment Counsel, LLC | 0.12% | Add +2.5% | 5,208 | $256K |
| Novare Capital Management LLC | 0.02% | New | 5,177 | $255K |
| Choreo, LLC | 0.01% | Add +4.7% | 5,157 | $254K |
| Colonial Trust Advisors | 0.03% | Reduce -15.1% | 5,145 | $253K |
| Shelton Capital Management | 0.01% | Reduce -1.9% | 5,132 | $252K |
| Bogart Wealth, LLC | 0.01% | Reduce -26.2% | 5,131 | $252K |
| Flynn Zito Capital Management, LLC | 0.13% | Add +15.4% | 5,126 | $252K |
| Members Trust Co | 0.01% | Reduce -1.4% | 5,125 | $252K |
| Berger Financial Group, Inc | 0.02% | New | 5,089 | $250K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -3.8% | 5,027 | $247K |
| Longview Financial Advisors, Inc. | 0.18% | No change | 5,006 | $246K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -16.0% | 4,992 | $246K |
| LifePlan Financial, LLC | 0.22% | New | 4,990 | $245K |
| Lion Street Advisors, LLC | 0.10% | No change | 5,205 | $245K |
| North Star Investment Management Corp. | 0.02% | Add +2.5% | 4,959 | $244K |
| Vantage Consulting Group Inc | 0.15% | Add +0.5% | 4,950 | $243K |
| Stokes Family Office, LLC | 0.03% | Add +0.2% | 4,943 | $243K |
| Summit Asset Management, LLC | 0.03% | No change | 4,926 | $242K |
| Symmetry Partners, LLC | 0.02% | No change | 4,905 | $241K |
| Resources Management Corp. /CT/ | 0.04% | Reduce -19.5% | 4,874 | $240K |
| Wedmont Private Capital | 0.02% | Add +14.1% | 4,822 | $239K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -16.0% | 4,850 | $239K |
| Visionary Wealth Advisors | 0.02% | Reduce -12.8% | 4,847 | $238K |
| Investment Partners Asset Management, Inc. | 0.22% | No change | 4,840 | $238K |
| Concord Wealth Partners | 0.04% | Reduce -5.1% | 4,828 | $237K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.0% | 4,800 | $236K |
| Wolverine Asset Management LLC | 0.02% | No change | 4,799 | $236K |
| Trueblood Wealth Management, LLC | 0.13% | Add +0.4% | 4,787 | $235K |
| Commonwealth Financial Services, LLC | 0.06% | No change | 4,998 | $235K |
| Abacus Planning Group, Inc. | 0.05% | Reduce -11.6% | 4,774 | $235K |
| Evergreen Capital Management LLC | 0.01% | New | 4,774 | $235K |
| Walker Asset Management, LLC | 0.15% | Add +1.3% | 4,767 | $235K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -3.7% | 4,756 | $234K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -7.5% | 4,747 | $234K |
| Herold Advisors, Inc. | 0.06% | New | 4,735 | $233K |
| CJM Wealth Advisers, Ltd. | 0.09% | Reduce -6.1% | 4,729 | $233K |
| CW Advisors, LLC | 0.00% | Reduce -44.3% | 4,699 | $231K |
| Shell Asset Management Co. | 0.01% | Reduce -37.7% | 4,703 | $230K |
| Ossiam | 0.00% | Add +421.0% | 4,673 | $230K |
| MidAtlantic Capital Management, Inc. | 0.20% | Reduce -23.6% | 4,659 | $229K |
| Spinnaker Trust | 0.01% | Add +2.7% | 4,657 | $229K |
| Institute for Wealth Management, LLC. | 0.03% | New | 4,635 | $228K |
| Veltria Advisors Corp. | 0.06% | New | 4,604 | $226K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 4,600 | $226K |
| Pure Financial Advisors, LLC | 0.01% | New | 4,594 | $226K |
| Renasant Bank | 0.16% | No change | 4,587 | $226K |
| Forum Financial Management, LP | 0.00% | New | 4,511 | $222K |
| Pinion Investment Advisors, LLC | 0.12% | Reduce -14.1% | 4,503 | $222K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 4,501 | $221K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.8% | 4,489 | $221K |
| Clearbridge Investments, LLC | 0.00% | Reduce -3.0% | 4,475 | $220K |
| Athena Investment Management | 0.13% | New | 4,475 | $220K |
| CM Wealth Advisors LLC | 0.06% | New | 4,199 | $219K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -6.7% | 4,445 | $219K |
| Register Financial Advisors LLC | 0.11% | New | 4,435 | $218K |
| Capital Analysts, LLC | 0.01% | Reduce -0.5% | 4,438 | $218K |
| Klingenstein Fields & Co. LP | 0.01% | Reduce -18.4% | 4,428 | $218K |
| Citizens Financial Group Inc. | 0.01% | New | 4,425 | $218K |
| Glass Jacobson Investment Advisors llc | 0.08% | Reduce -6.4% | 4,411 | $217K |
| Meridian Financial Advisors, LLC | 0.16% | Reduce -3.7% | 4,405 | $217K |
| Regal Investment Advisors LLC | 0.01% | Add +0.3% | 4,395 | $216K |
| Wealth Quarterback LLC | 0.12% | Reduce -0.9% | 4,389 | $216K |
| First City Capital Management, Inc. | 0.12% | No change | 4,386 | $216K |
| LCNB Corp. | 0.08% | New | 4,326 | $213K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.8% | 4,323 | $213K |
| Pier 88 Investment Partners LLC | 0.33% | No change | 4,315 | $212K |
| Newman Dignan & Sheerar, Inc. | 0.06% | No change | 4,300 | $212K |
| StoneX Group Inc. | 0.02% | New | 4,295 | $211K |
| CX Institutional | 0.01% | Add +9.7% | 4,293 | $211K |
| Gsa Capital Partners LLP | 0.02% | New | 4,291 | $211K |
| Hunter Associates Investment Management LLC | 0.04% | Add +0.2% | 4,315 | $210K |
| Boston Family Office LLC | 0.02% | Reduce -0.9% | 4,275 | $210K |
| Delta Asset Management LLC | 0.02% | Reduce -42.6% | 4,265 | $210K |
| Checchi Capital Advisers, LLC | 0.02% | New | 4,264 | $210K |
| Old North State Wealth Management, LLC | 0.14% | New | 4,251 | $209K |
| Aveo Capital Partners, LLC | 0.02% | New | 4,044 | $208K |
| Welch & Forbes LLC | 0.00% | Reduce -1.2% | 4,223 | $208K |
| Waldron Private Wealth LLC | 0.01% | Reduce -15.3% | 4,220 | $208K |
| Eudaimonia Partners, LLC | 0.05% | Reduce -4.1% | 4,215 | $207K |
| MTM Investment Management, LLC | 0.09% | New | 4,200 | $207K |
| Alliance Wealth Advisors, LLC | 0.13% | New | 4,198 | $207K |
| Grove Bank & Trust | 0.03% | Reduce -74.0% | 4,186 | $206K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 4,176 | $205K |
| Nadler Financial Group, Inc. | 0.03% | New | 4,167 | $205K |
| Chapin Davis, Inc. | 0.07% | New | 4,167 | $205K |
| Caprock Group, LLC | 0.01% | New | 4,154 | $204K |
| Fisher Asset Management | 0.00% | New | 4,152 | $204K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -22.9% | 4,144 | $204K |
| Novak & Powell Financial Services, Inc. | 0.15% | New | 4,120 | $203K |
| Ballast, Inc. | 0.06% | New | 4,084 | $201K |
| Front Row Advisors LLC | 0.07% | Add +13.2% | 4,035 | $198K |
| Evolution Advisers, Inc. | 0.12% | Reduce -13.6% | 4,010 | $198K |
| AdvisorNet Financial, Inc | 0.02% | Add +25.8% | 3,992 | $196K |
| Independence Bank of Kentucky | 0.06% | Add +35.2% | 3,940 | $194K |
| Mather Group, Llc. | 0.00% | New | 3,956 | $186K |
| CarsonAllaria Wealth Management, Ltd. | 0.12% | Reduce -16.8% | 3,762 | $185K |
| Tompkins Financial Corp. | 0.02% | Add +2.8% | 3,720 | $183K |
| MeadowBrook Investment Advisors LLC | 0.17% | Add +52.2% | 3,713 | $183K |
| Carolinas Wealth Consulting LLC | 0.04% | Reduce -92.8% | 3,685 | $181K |
| Richardson Financial Services Inc. | 0.13% | Add +8.0% | 3,666 | $180K |
| Gen-Wealth Partners Inc | 0.09% | — | 3,534 | $174K |
| Ransom Advisory, Ltd | 0.09% | — | 3,400 | $167K |
| Quent Capital, LLC | 0.02% | Reduce -6.6% | 3,388 | $167K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 3,155 | $160K |
| Hanson & Doremus Investment Management | 0.03% | Reduce -26.4% | 3,229 | $159K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | Add +1400.9% | 3,182 | $157K |
| Mechanics Financial Corp | 0.08% | No change | 3,000 | $148K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -4.8% | 3,000 | $148K |
| Sound Income Strategies, LLC | 0.01% | Reduce -7.0% | 2,997 | $147K |
| Operose Advisors LLC | 0.05% | Add +561.2% | 2,810 | $138K |
| Rosenberg Matthew Hamilton | 0.04% | Add +7.6% | 2,782 | $137K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 2,776 | $137K |
| Dynamic Wealth Strategies, LLC | 0.12% | Add +5.9% | 2,771 | $136K |
| Hilltop National Bank | 0.05% | — | 2,741 | $135K |
| CVA Family Office, LLC | 0.02% | Add +77.7% | 2,722 | $134K |
| Dakota Community Bank & Trust NA | 0.72% | Add +3.7% | 2,719 | $134K |
| Truvestments Capital LLC | 0.05% | Reduce -27.7% | 2,620 | $129K |
| First Financial Corp. | 0.07% | Reduce -30.8% | 2,606 | $128K |
| Motco | 0.01% | No change | 2,599 | $128K |
| Sittner & Nelson, LLC | 0.06% | No change | 2,548 | $125K |
| S.A. Mason LLC | 0.07% | Add +4.2% | 2,498 | $123K |
| Centerpoint Advisors, LLC | 0.04% | New | 2,430 | $120K |
| Duncker Streett & Co. Inc. | 0.02% | Add +19.7% | 2,435 | $120K |
| Hall Laurie J Trustee | 0.04% | No change | 2,425 | $119K |
| Smartleaf Asset Management LLC | 0.02% | Add +316.3% | 2,369 | $115K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -6.2% | 2,303 | $113K |
| Valley National Advisers Inc. | 0.02% | Reduce -19.2% | 2,306 | $113K |
| Burkett Financial Services, LLC | 0.06% | Add +1.4% | 2,297 | $113K |
| Jamison Private Wealth Management, Inc. | 0.02% | Add +0.6% | 2,263 | $111K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -12.7% | 2,253 | $111K |
| First Foundation Advisors | 0.00% | Reduce -3.4% | 2,218 | $109K |
| Versant Capital Management, Inc | 0.03% | Reduce -21.2% | 2,215 | $109K |
| Allianz SE | 0.00% | — | 2,100 | $103K |
| Sawyer & Company, Inc | 0.04% | Reduce -22.8% | 2,094 | $103K |
| Sachetta, LLC | 0.05% | No change | 2,179 | $102K |
| Macroview Investment Management LLC | 0.11% | Reduce -7.8% | 2,051 | $101K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +0.6% | 2,016 | $99K |
| BKM Wealth Management, LLC | 0.04% | Add +74.4% | 2,007 | $99K |
| Alta Advisers Ltd | 0.05% | No change | 2,000 | $98K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 2,000 | $98K |
| Institutional & Family Asset Management, LLC | 0.02% | Add +5.3% | 2,000 | $98K |
| New Covenant Trust Company, N.A. | 0.10% | — | 1,977 | $97K |
| Crewe Advisors LLC | 0.01% | New | 1,884 | $93K |
| Deseret Mutual Benefit Administrators | 0.05% | Add +11.6% | 1,850 | $91K |
| Evermay Wealth Management LLC | 0.01% | Add +7.8% | 1,802 | $89K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -95.0% | 1,873 | $88K |
| Tradewinds Capital Management, LLC | 0.02% | Add +1.4% | 1,786 | $88K |
| Union Savings Bank | 0.05% | Reduce -14.5% | 1,770 | $87K |
| Webster Bank, N. A. | 0.01% | Reduce -10.4% | 1,729 | $85K |
| Laurel Wealth Advisors LLC | 0.01% | Add +1.7% | 1,715 | $84K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.7% | 1,698 | $84K |
| Covestor Ltd | 0.05% | Add +161.5% | 1,650 | $81K |
| Riggs Asset Managment Co. Inc. | 0.02% | No change | 1,612 | $79K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -0.6% | 1,604 | $79K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,573 | $77K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -24.7% | 1,525 | $75K |
| Piscataqua Savings Bank | 0.07% | Reduce -3.2% | 1,517 | $75K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,483 | $73K |
| First Manhattan Co. Llc. | 0.00% | Reduce -24.8% | 1,451 | $71K |
| Logan Capital Management Inc. | 0.00% | Reduce -12.1% | 1,448 | $71K |
| Aspect Partners, LLC | 0.06% | Reduce -21.0% | 1,419 | $70K |
| FWL Investment Management, LLC | 0.04% | Reduce -66.4% | 1,390 | $68K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -17.8% | 1,389 | $68K |
| LifeSteps Financial, Inc. | 0.05% | New | 1,364 | $67K |
| West Oak Capital, LLC | 0.03% | No change | 1,800 | $67K |
| Bray Capital Advisors | 0.02% | Add +0.1% | 1,349 | $66K |
| Byrne Asset Management LLC | 0.05% | Reduce -18.8% | 1,300 | $64K |
| CKW Financial Group | 0.01% | No change | 1,200 | $59K |
| Addison Advisors LLC | 0.02% | Reduce -2.1% | 1,189 | $58K |
| Gradient Investments LLC | 0.00% | Reduce -50.5% | 1,178 | $58K |
| Financial Management Professionals, Inc. | 0.01% | Add +6.4% | 1,165 | $57K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -0.7% | 1,151 | $57K |
| Private Wealth Management Group, LLC | 0.03% | Add +1.6% | 1,127 | $55K |
| Semmax Financial Advisors Inc. | 0.02% | Reduce -36.3% | 1,023 | $54K |
| Silvant Capital Management LLC | 0.00% | No change | 1,071 | $53K |
| Bruce G. Allen Investments, LLC | 0.04% | Reduce -0.8% | 1,039 | $51K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +64.5% | 1,020 | $50K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +85.3% | 1,019 | $50K |
| Center for Financial Planning, Inc. | 0.01% | Add +50.5% | 1,016 | $50K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,000 | $49K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,000 | $49K |
| ICA Group Wealth Management, LLC | 0.01% | Add +11.3% | 996 | $49K |
| City State Bank | 0.02% | Add +3.0% | 964 | $47K |
| Oakworth Capital, Inc. | 0.00% | Reduce -30.9% | 950 | $47K |
| Beacon Capital Management, LLC | 0.01% | Add +2525.0% | 945 | $46K |
| Western Pacific Wealth Management, LP | 0.03% | New | 932 | $46K |
| Gleason Group, Inc. | 0.01% | Add +1.4% | 903 | $44K |
| Compass Wealth Management LLC | 0.01% | Reduce -37.8% | 900 | $44K |
| American Capital Advisory, LLC | 0.04% | No change | 790 | $44K |
| Canton Hathaway, LLC | 0.01% | No change | 900 | $44K |
| Briaud Financial Planning Inc | 0.02% | New | 819 | $41K |
| Missouri Trust & Investment Co | 0.02% | No change | 825 | $41K |
| Albion Financial Group | 0.00% | Add +300.0% | 800 | $39K |
| GW&K Investment Management, LLC | 0.00% | Add +147.9% | 786 | $39K |
| Rakuten Securities, Inc. | 0.02% | Add +421.1% | 792 | $39K |
| CoreFirst Bank & Trust | 0.02% | Reduce -43.6% | 776 | $38K |
| Aspire Private Capital, LLC | 0.01% | Reduce -0.5% | 775 | $38K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +1.4% | 753 | $37K |
| Millburn Ridgefield LLC | 0.00% | Add +7.8% | 747 | $37K |
| Catalyst Capital Advisors LLC | 0.00% | Add +7.8% | 747 | $37K |
| Janiczek Wealth Management, LLC | 0.01% | Reduce -9.2% | 734 | $36K |
| Viking Fund Management LLC | 0.01% | Add +40.0% | 700 | $34K |
| FSC Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 682 | $34K |
| MCF Advisors LLC | 0.00% | Add +1.0% | 677 | $33K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -28.1% | 662 | $33K |
| Carmichael Hill & Associates, Inc. | 0.01% | Add +1.4% | 652 | $32K |
| Trust Co | 0.00% | No change | 650 | $32K |
| MV Capital Management, Inc. | 0.00% | Add +45.3% | 645 | $32K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 639 | $31K |
| FSA Wealth Management LLC | 0.01% | No change | 629 | $31K |
| LRI Investments, LLC | 0.01% | — | 612 | $30K |
| Field & Main Bank | 0.01% | Add +20.3% | 611 | $30K |
| Rise Advisors, LLC | 0.02% | New | 610 | $30K |
| Atticus Wealth Management, LLC | 0.01% | No change | 593 | $29K |
| Avalon Trust Co | 0.00% | No change | 590 | $29K |
| Old Second National Bank of Aurora | 0.01% | No change | 587 | $29K |
| Criterion Capital Advisors, LLC | 0.02% | Reduce -4.8% | 579 | $28K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +3.2% | 577 | $28K |
| Optimum Investment Advisors | 0.01% | Reduce -20.8% | 563 | $28K |
| ORG Partners LLC | 0.05% | Reduce -70.3% | 558 | $27K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 557 | $27K |
| Clearstead Trust, LLC | 0.01% | Reduce -21.2% | 538 | $26K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -23.2% | 520 | $26K |
| First Personal Financial Services | 0.01% | No change | 510 | $25K |
| Bangor Savings Bank | 0.00% | No change | 506 | $25K |
| Orion Capital Management LLC | 0.01% | No change | 500 | $25K |
| Pacific Center for Financial Services | 0.01% | No change | 500 | $25K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 500 | $25K |
| Annapolis Financial Services, LLC | 0.01% | No change | 489 | $24K |
| Dagco, Inc. | 0.01% | Reduce -81.3% | 488 | $24K |
| Riverview Trust Co | 0.02% | New | 484 | $24K |
| NFSG Corp | 0.01% | Reduce -24.1% | 465 | $23K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 430 | $21K |
| Monetary Management Group Inc. | 0.01% | No change | 400 | $20K |
| Creative Financial Designs Inc. | 0.00% | Reduce -1.8% | 390 | $19K |
| Tucker Asset Management LLC | 0.00% | Reduce -12.7% | 384 | $19K |
| Tyler-Stone Wealth Management | 0.01% | Reduce -14.7% | 383 | $19K |
| Wolff Wiese Magana LLC | 0.02% | No change | 373 | $18K |
| DecisionPoint Financial, LLC | 0.01% | No change | 355 | $18K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -0.8% | 362 | $18K |
| Sit Investment Associates Inc. | 0.00% | No change | 349 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Add +11.0% | 342 | $17K |
| CGC Financial Services, LLC | 0.01% | No change | 339 | $17K |
| West Financial Advisors, LLC | 0.00% | No change | 326 | $16K |
| Benjamin Edwards Inc. | 0.00% | Reduce -21.6% | 330 | $16K |
| M&R Capital Management Inc. | 0.00% | No change | 324 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 320 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 318 | $16K |
| ESL Trust Services, LLC | 0.00% | New | 300 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -36.4% | 297 | $15K |
| Thompson Investment Management, Inc. | 0.00% | Add +14.3% | 296 | $15K |
| Bare Financial Services, Inc | 0.01% | No change | 282 | $14K |
| Quarry LP | 0.01% | Add +21.3% | 290 | $14K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | Reduce -87.2% | 294 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Add +54.4% | 284 | $14K |
| Miller Wealth Advisors, LLC | 0.01% | No change | 280 | $14K |
| Abound Wealth Management | 0.01% | Reduce -3.2% | 272 | $13K |
| Highlander Capital Management, LLC | 0.01% | No change | 267 | $13K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -7.9% | 255 | $13K |
| Pineridge Advisors LLC | 0.00% | No change | 251 | $12K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 250 | $12K |
| Legacy Bridge, LLC | 0.01% | No change | 245 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 243 | $12K |
| Providence Capital Advisors, LLC | 0.00% | New | 242 | $12K |
| Kelly Financial Services LLC | 0.00% | Add +1.3% | 233 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 230 | $11K |
| WR Wealth Planners, LLC | 0.00% | New | 217 | $11K |
| Prestige Wealth Management Group LLC | 0.00% | Add +32.5% | 216 | $11K |
| West Paces Advisors Inc. | 0.00% | No change | 213 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 210 | $10K |
| Winch Advisory Services, LLC | 0.00% | Add +1.0% | 210 | $10K |
| Perritt Capital Management Inc | 0.01% | Add +1.5% | 207 | $10K |
| HBC Financial Services, PLLC | 0.01% | No change | 200 | $10K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 200 | $10K |
| Bollard Group LLC | 0.00% | No change | 198 | $10K |
| Cetera Trust Company, N.A | 0.01% | No change | 200 | $10K |
| GoalVest Advisory LLC | 0.00% | Add +9.9% | 200 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -5.3% | 178 | $9K |
| Solstein Capital, LLC | 0.01% | No change | 185 | $9K |
| Avion Wealth | 0.00% | Add +30.9% | 178 | $9K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 166 | $8K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -28.4% | 166 | $8K |
| Security National Bank | 0.00% | No change | 159 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 154 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -29.6% | 150 | $7K |
| Barrett & Company, Inc. | 0.00% | New | 150 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | Add +106.9% | 149 | $7K |
| Core Alternative Capital | 0.00% | Reduce -65.6% | 149 | $7K |
| Accordant Advisory Group Inc | 0.01% | — | 141 | $7K |
| Newton One Investments LLC | 0.00% | Add +1.5% | 139 | $7K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 140 | $7K |
| Archer Investment Corp | 0.00% | No change | 136 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -0.8% | 133 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.5% | 132 | $6K |
| AlphaMark Advisors, LLC | 0.00% | No change | 125 | $6K |
| Clear Point Advisors Inc. | 0.00% | No change | 119 | $6K |
| Private Ocean, LLC | 0.00% | New | 116 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 111 | $5K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 109 | $5K |
| Eagle Bay Advisors LLC | 0.00% | No change | 107 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 100 | $5K |
| Rogco, LP | 0.00% | No change | 99 | $5K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 97 | $5K |
| Kozak & Associates, Inc. | 0.00% | Reduce -43.4% | 86 | $5K |
| Clarity Asset Management, Inc. | 0.00% | Add +1.2% | 85 | $4K |
| Pingora Partners LLC | 0.00% | New | 85 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 84 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 86 | $4K |
| Legend Financial Advisors, Inc. | 0.00% | Add +192.3% | 76 | $4K |
| Cedar Wealth Management, LLC | 0.00% | New | 74 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 75 | $4K |
| Larson Financial Group LLC | 0.00% | Reduce -94.3% | 73 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 67 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +18.2% | 65 | $3K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | Reduce -50.0% | 66 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 62 | $3K |
| Frank, Rimerman Advisors LLC | 0.00% | No change | 62 | $3K |
| Penserra Capital Management LLC | 0.00% | Reduce -98.2% | 69 | $3K |
| PSI Advisors, LLC | 0.00% | Reduce -17.8% | 60 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Add +3.6% | 58 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 55 | $3K |
| WealthCollab, LLC | 0.00% | No change | 54 | $3K |
| Scarborough Advisors, LLC | 0.00% | New | 50 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| Planning Capital Management Corp | 0.00% | Reduce -91.4% | 44 | $2K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 44 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 24 | $2K |
| Tidemark, LLC | 0.00% | New | 33 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 29 | $1K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 28 | $1K |
| AlphaQuest LLC | 0.00% | New | 27 | $1K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | New | 25 | $1K |
| Redmont Wealth Advisors LLC | 0.00% | New | 22 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 35 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -10.0% | 9 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +5.6% | 19 | $935 |
| Chilton Capital Management LLC | 0.00% | No change | 19 | $935 |
| Nvwm, LLC | 0.00% | New | 16 | $787 |
| Iron Horse Wealth Management, LLC | 0.00% | New | 15 | $738 |
| True Wealth Design, LLC | 0.00% | Reduce -98.7% | 13 | $640 |
| WestEnd Advisors, LLC | 0.00% | Add +8.3% | 13 | $639 |
| ClariVest Asset Management LLC | 0.00% | New | 11 | $534 |
| Mma Asset Management LLC | 0.00% | New | 8 | $415 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -33.3% | 2 | $99 |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -99.7% | 1 | $31 |
"% of holder's portfolio" is D's weight in each manager's 13F, not the share of Dominion Energy Inc. the manager owns.