Dominion EnergyD

13F holders, Q2 2024 (June 30)
1,275holders +51
120new positions
74sold out
7famous investors
$49.00avg. 13F price*

At the end of Q2 2024, 1,275 institutions reported holding Dominion Energy Inc. (D) in their 13F filings, up 51 from Q1 2024. 120 opened new positions and 74 sold out. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock Inc. ($3.0B) and State Street Corp. ($2.1B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024

InstitutionsTotal Value
New Positions120$494.5M
Exits74$76.7M

All 13F filers, Q1 2024 → Q2 2024: 32,910,483 shares bought and 32,833,012 shares sold, net +77,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,275 holders

Vanguard Group Inc. 0.08% Reduce -0.5% 87,914,567 $4.3B
BlackRock Inc. 0.07% Add +1.9% 61,271,118 $3.0B
State Street Corp. 0.09% Reduce -3.0% 42,932,277 $2.1B
Massachusetts Financial Services Co. 0.45% Add +1.6% 29,635,621 $1.5B
JPMorgan Chase & Co. 0.12% Add +23.2% 27,397,554 $1.3B
Capital Research Global Investors 0.28% Add +18.5% 25,583,617 $1.3B
Dodge & Cox 0.67% Reduce -0.2% 22,812,448 $1.1B
T. Rowe Price Associates Inc. 0.11% Reduce -20.9% 19,380,742 $949.7M
Geode Capital Management, LLC 0.08% Add +2.5% 17,508,028 $858.7M
Wellington Management Group LLP 0.14% Reduce -13.5% 15,468,350 $757.9M
Bank of New York Mellon Corp 0.14% Add +6.7% 14,979,739 $734.0M
Canada Pension Plan Investment Board 0.55% Reduce -0.7% 11,377,865 $557.5M
Bank of America Corp. 0.05% Reduce -4.3% 11,094,376 $543.6M
Invesco Ltd. 0.11% Reduce -2.3% 10,513,424 $515.2M
Morgan Stanley 0.03% Add +7.4% 8,415,108 $412.3M
Norges Bank 0.06% Add +2.8% 8,327,729 $408.1M
Franklin Resources Inc. 0.13% Reduce -2.6% 8,320,735 $407.7M
Northern Trust Corp. 0.07% Add +0.8% 8,288,109 $406.1M
Legal & General Group Plc 0.10% Reduce -7.6% 7,484,010 $366.7M
Goldman Sachs Group Inc. 0.06% Add +8.8% 6,032,327 $295.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.21% Add +0.5% 5,780,145 $283.2M
Federated Hermes, Inc. 0.67% Reduce -26.3% 5,749,231 $281.7M
Hotchkis & Wiley Capital Management LLC 0.88% New 5,158,700 $252.8M
Nuveen Asset Management, LLC 0.07% Reduce -27.9% 5,136,994 $251.7M
Charles Schwab Investment Management Inc. 0.05% Add +2.2% 5,121,874 $251.0M
ClearBridge Investments Ltd 7.21% Reduce -3.2% 5,040,817 $247.0M
Royal Bank of Canada 0.06% Reduce -7.5% 4,966,290 $243.3M
Wells Fargo & Company 0.06% Reduce -2.4% 4,725,859 $231.6M
Magellan Asset Management Ltd 2.09% Reduce -7.5% 4,487,635 $219.9M
Mitsubishi UFJ Trust & Banking Corp 0.51% Reduce -2.6% 4,403,941 $215.8M
California Public Employees Retirement System 0.15% Reduce -16.9% 4,036,596 $197.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +26.6% 3,751,303 $183.8M
Neuberger Berman Group LLC 0.14% Add +1.8% 3,359,937 $164.7M
London Co. of Virginia 0.92% Reduce -4.6% 3,327,828 $163.1M
FMR LLC 0.01% Reduce -42.9% 3,152,299 $154.5M
UBS Group AG 0.04% Add +47.7% 2,793,561 $136.9M
Thompson Siegel & Walmsley LLC 2.08% Reduce -13.5% 2,644,408 $129.6M
Pictet Asset Management Holding SA 0.14% Reduce -8.8% 2,495,307 $122.3M
Swiss National Bank 0.08% Reduce -1.1% 2,479,420 $121.5M
Caisse de depot et placement du Quebec 0.28% Reduce -30.5% 2,393,194 $117.3M
National Pension Service 0.12% Add +1.3% 2,195,251 $107.6M
Dimensional Fund Advisors LP 0.03% Add +4.4% 2,127,357 $104.3M
UniSuper Management Pty Ltd 0.86% Reduce -18.2% 2,121,976 $104.0M
Barclays PLC 0.05% Add +3.7% 2,047,833 $100.3M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -8.3% 1,895,368 $92.9M
Raymond James & Associates 0.06% Reduce -3.5% 1,766,365 $86.6M
Ameriprise Financial Inc. 0.02% Reduce -4.3% 1,719,896 $84.3M
Cohen & Steers, Inc. 0.17% Add +0.2% 1,696,874 $83.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.54% Add +0.3% 1,681,119 $82.4M
HSBC Holdings PLC 0.05% Reduce -5.2% 1,653,347 $81.0M
Citigroup Inc. 0.08% Add +94.1% 1,615,568 $79.2M
Empyrean Capital Partners, LP 5.29% No change 1,572,000 $77.0M
Envestnet Asset Management Inc. 0.03% Reduce -10.4% 1,548,647 $75.9M
Manufacturers Life Insurance Company, The 0.07% Add +2.1% 1,464,803 $71.8M
Rhumbline Advisers 0.07% Reduce -0.7% 1,464,547 $71.8M
Jupiter Asset Management Ltd. 0.64% New 1,384,778 $67.9M
1832 Asset Management L.P. 0.12% Add +72.5% 1,376,955 $67.5M
LPL Financial LLC 0.03% Add +1.8% 1,343,667 $65.8M
Ensign Peak Advisors, Inc 0.12% Add +4.2% 1,309,702 $64.2M
Maple-Brown Abbott Ltd 6.46% Reduce -3.3% 1,250,630 $61.3M
Duff & Phelps Investment Management Co. 0.77% Reduce -7.7% 1,238,640 $60.7M
BNP Paribas Financial Markets 0.07% Add +24.3% 1,214,580 $59.5M
PNC Financial Services Group, Inc. 0.04% Reduce -3.2% 1,195,304 $58.6M
Jennison Associates LLC 0.04% Reduce -1.3% 1,180,487 $57.8M
Deutsche Bank AG 0.03% Reduce -0.1% 1,148,488 $56.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +13.1% 1,122,389 $55.0M
California State Teachers Retirement System 0.07% Reduce -3.2% 1,114,248 $54.6M
Alliancebernstein L.P. 0.02% Reduce -2.4% 1,062,087 $52.0M
APG Asset Management N.V. 0.09% Add +16.5% 1,095,338 $50.1M
New York State Common Retirement Fund 0.06% Reduce -1.2% 974,955 $47.8M
State Board of Administration of Florida Retirement System 0.09% Reduce -8.5% 943,211 $46.2M
Amundi 0.02% Add +24.2% 931,587 $45.8M
Russell Investments Group, Ltd. 0.07% Add +2.9% 916,671 $44.9M
Principal Financial Group Inc. 0.03% Reduce -1.7% 910,017 $44.6M
Macquarie Group Ltd. 0.05% Add +1.4% 899,072 $44.1M
Bank of Montreal 0.01% Add +21.0% 829,522 $42.7M
Mackenzie Financial Corp. 0.06% Add +0.7% 852,891 $41.8M
Natixis Advisors, LLC 0.08% Reduce -4.2% 737,665 $36.1M
New York State Teachers Retirement System 0.08% Reduce -5.4% 730,648 $35.8M
Tortoise Capital Advisors, L.L.C. 0.46% Add +0.2% 716,327 $35.1M
Janney Montgomery Scott LLC 0.10% Reduce -1.6% 691,967 $33.9M
Verition Fund Management LLC 0.28% Add +55.3% 664,357 $32.6M
Korea Investment CORP 0.08% Add +24.7% 658,822 $32.3M
Victory Capital Management Inc. 0.03% Reduce -2.5% 646,667 $31.7M
STRS Ohio 0.12% Reduce -18.0% 639,409 $31.3M
Stifel Financial Corp. 0.03% Reduce -1.1% 615,274 $30.1M
Lazard Asset Management LLC 0.04% Add +3270.9% 612,795 $30.0M
Poplar Forest Capital LLC 4.12% Add +1.1% 602,818 $29.5M
Peconic Partners LLC 1.26% New 600,000 $29.4M
Retirement Systems of Alabama 0.11% Reduce -3.9% 599,797 $29.4M
Truist Financial Corp. 0.04% Reduce -3.7% 589,896 $28.9M
Allianz Asset Management GmbH 0.04% Add +8.6% 567,535 $27.8M
Commonwealth Equity Services, LLC 0.04% Add +7.7% 563,657 $27.6M
Prudential Financial Inc. 0.04% Reduce -11.7% 534,033 $26.2M
GW Henssler & Associates Ltd. 1.55% Add +2.5% 526,012 $25.8M
Yaupon Capital Management LP 2.30% Add +4.2% 525,837 $25.8M
Vaughan David Investments LLC 0.64% Add +3.9% 512,351 $25.1M
State of Wisconsin Investment Board 0.07% Reduce -0.5% 506,630 $24.8M
Brandywine Global Investment Management, LLC 0.18% New 497,573 $24.4M
Cwm, LLC 0.11% Reduce -3.2% 473,810 $23.2M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.2% 460,163 $22.5M
Sei Investments Co. 0.03% Reduce -8.0% 453,641 $22.2M
DAVENPORT & Co LLC 0.14% Add +7.2% 452,839 $22.2M
Gabelli Funds LLC 0.17% Reduce -2.2% 442,500 $21.7M
Aventail Capital Group, LP 1.52% Add +204.6% 442,143 $21.7M
Alps Advisors Inc. 0.15% Reduce -7.0% 438,634 $21.5M
Lord, Abbett & Co. LLC 0.07% New 420,000 $20.6M
Swiss Life Asset Management Ltd 0.24% Add +6.7% 413,727 $20.3M
CANADA LIFE ASSURANCE Co 0.04% Add +14.3% 400,206 $19.6M
First Trust Advisors LP 0.02% Add +7.3% 384,301 $18.8M
Public Employees Retirement System of Ohio 0.07% Reduce -4.2% 376,734 $18.5M
CBRE Investment Management Listed Real Assets LLC 0.33% No change 369,494 $18.1M
Raymond James Financial Services Advisors, Inc. 0.03% Add +15.2% 368,174 $18.0M
Godsey & Gibb, Inc. 1.86% Add +2.7% 367,219 $18.0M
Schroder Investment Management Group 0.02% Add +292.5% 365,632 $17.9M
Treasurer of the State of North Carolina 0.08% Reduce -2.4% 364,789 $17.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% — 362,410 $17.8M
Jane Street Group, LLC 0.02% Reduce -44.6% 348,228 $17.1M
State of Tennessee, Department of Treasury 0.06% Reduce -29.8% 337,233 $16.5M
Pathstone Holdings, LLC 0.07% Add +3.0% 329,265 $16.1M
Forsta Ap-Fonden 0.14% Add +55.3% 322,900 $15.8M
Corient Private Wealth LP 0.03% Add +1.0% 315,225 $15.4M
Aberdeen Group plc 0.03% Reduce -10.6% 308,750 $15.1M
State of New Jersey Common Pension Fund D 0.07% Reduce -35.4% 305,339 $15.0M
Asset Management One Co., Ltd. 0.06% Reduce -1.6% 304,128 $14.9M
TD Asset Management Inc 0.01% Add +4.3% 299,390 $14.7M
Calamos Advisors LLC 0.10% Reduce -3.5% 298,318 $14.6M
Resona Asset Management Co.,Ltd. 0.09% Reduce -7.3% 292,265 $14.3M
HighTower Advisors, LLC 0.02% Add +61.1% 292,258 $14.3M
General American Investors Co. Inc. 1.01% Add +11.5% 290,000 $14.2M
AE Wealth Management LLC 0.14% Reduce -0.4% 288,498 $14.1M
National Bank of Canada 0.02% Add +22.1% 290,082 $13.9M
IFM Investors Pty Ltd 0.14% Add +0.4% 282,258 $13.8M
Bank of Nova Scotia 0.03% Add +190.3% 281,229 $13.8M
Voya Investment Management LLC 0.02% Reduce -7.9% 276,103 $13.5M
Advisors Asset Management, Inc. 0.26% Add +9.4% 274,996 $13.5M
Wedge Capital Management L L P 0.24% New 272,438 $13.3M
DNB Asset Management AS 0.06% Add +50.9% 271,406 $13.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +4.4% 270,877 $13.3M
Cambridge Investment Research Advisors, Inc. 0.05% Add +16.5% 269,904 $13.2M
Nomura Asset Management Co. Ltd. 0.04% Add +2.2% 266,343 $13.1M
Toronto Dominion Bank 0.02% Reduce -3.5% 261,797 $12.8M
Energy Income Partners, LLC 0.29% Add +47.6% 261,531 $12.8M
Cerity Partners LLC 0.03% Reduce -35.5% 258,214 $12.7M
Empower Advisory Group, LLC 0.05% Reduce -0.3% 253,855 $12.4M
Seven Grand Managers, LLC 5.53% No change 250,000 $12.3M
State of Michigan Retirement System 0.06% Add +2.0% 247,867 $12.1M
Allspring Global Investments Holdings, LLC 0.02% Reduce -16.8% 246,640 $12.1M
Northwest & Ethical Investments L.P. 0.35% No change 246,495 $12.1M
Arizona State Retirement System 0.08% Add +1.1% 242,779 $11.9M
Creative Planning 0.01% Add +1.1% 236,057 $11.6M
Susquehanna International Group, LLP 0.02% Reduce -25.2% 230,515 $11.3M
Cetera Investment Advisers 0.03% Reduce -0.1% 224,362 $11.0M
MetLife Investment Management, LLC 0.07% Add +14.1% 223,571 $11.0M
Osaic Holdings, Inc. 0.03% Reduce -14.6% 219,142 $10.7M
Van Eck Associates Corp. 0.02% Add +9.0% 216,353 $10.6M
Brookstone Capital Management 0.18% Reduce -3.7% 203,392 $10.6M
SG Americas Securities, LLC 0.07% Add +121.1% 214,676 $10.5M
Corebridge Financial, Inc. 0.06% — 207,726 $10.2M
Captrust Financial Advisors 0.03% Add +0.2% 203,683 $10.0M
Keybank National Association 0.04% Reduce -7.7% 203,497 $10.0M
Comerica Bank 0.04% Add +5.2% 203,233 $10.0M
Kanawha Capital Management LLC 0.76% Add +3.1% 198,803 $9.7M
Guggenheim Capital LLC 0.07% Add +5.9% 198,140 $9.7M
Public Sector Pension Investment Board 0.06% No change 185,218 $9.1M
Miller Howard Investments Inc. 0.30% Reduce -0.1% 182,413 $8.9M
Rockefeller Capital Management L.P. 0.03% Add +24.3% 179,940 $8.8M
Cary Street Partners Investment Advisory LLC 0.35% Add +1.2% 177,367 $8.7M
American Century Companies Inc. 0.01% Reduce -11.5% 174,880 $8.6M
Gilman Hill Asset Management, LLC 1.54% Add +0.7% 174,127 $8.5M
Balyasny Asset Management L.P. 0.02% New 169,986 $8.3M
S.E.E.D. Planning Group LLC 3.02% Reduce -3.2% 169,408 $8.3M
Amalgamated Bank 0.07% Reduce -2.4% 169,279 $8.3M
USS Investment Management Ltd 0.06% Add +2.0% 162,613 $8.0M
CIBC Asset Management Inc 0.03% Reduce -6.5% 161,513 $7.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +60.5% 160,385 $7.9M
Czech National Bank 0.09% Add +8.5% 159,729 $7.8M
Orion Porfolio Solutions, LLC 0.08% Reduce -4.4% 155,043 $7.6M
Orion Portfolio Solutions, LLC 0.08% Reduce -4.4% 155,043 $7.6M
Sanctuary Advisors, LLC 0.06% — 150,521 $7.6M
Royal London Asset Management Ltd. 0.02% Add +17.2% 154,493 $7.6M
Madison Asset Management, LLC 0.09% Add +9.0% 154,269 $7.6M
One Capital Management, LLC 0.26% Add +16.7% 153,843 $7.5M
Steward Partners Investment Advisory, LLC 0.08% Add +17.1% 150,518 $7.4M
Assenagon Asset Management S.A. 0.02% Reduce -55.1% 150,110 $7.4M
Illinois Municipal Retirement Fund 0.11% Add +26.5% 149,813 $7.3M
M&T Bank Corp 0.03% Add +0.7% 149,788 $7.3M
Wealthfront Advisers LLC 0.02% Add +4.7% 143,254 $7.0M
Squarepoint Ops LLC 0.03% Add +528.3% 142,589 $7.0M
CIBC Private Wealth Group LLC 0.01% Reduce -1.1% 140,733 $6.9M
Oppenheimer Asset Management Inc. 0.09% Add +1.5% 141,616 $6.9M
Mn Services Vermogensbeheer B.V. 0.05% No change 140,800 $6.9M
Mariner, LLC 0.01% Add +2.6% 140,288 $6.9M
Utah Retirement Systems 0.08% Reduce -4.5% 138,077 $6.8M
DekaBank Deutsche Girozentrale 0.01% Add +16.5% 136,103 $6.7M
Commerce Bank 0.04% Reduce -4.1% 137,190 $6.7M
Advocate Group LLC 1.33% Add +4.1% 134,645 $6.6M
Ontario Teachers Pension Plan Board 0.07% Add +496.1% 133,528 $6.5M
Kestra Advisory Services, LLC 0.04% Add +18.4% 132,451 $6.5M
Old National Bancorp 0.15% Add +19.1% 131,863 $6.5M
Tower Research Capital LLC (TRC) 0.11% Add +531.1% 130,479 $6.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +5.0% 124,440 $6.1M
ProShare Advisors LLC 0.02% Reduce -2.9% 121,681 $6.0M
Yousif Capital Management, LLC 0.07% Add +2.4% 120,441 $5.9M
Nisa Investment Advisors, LLC 0.04% Add +11.8% 118,455 $5.8M
US Bancorp \de 0.01% Reduce -0.3% 117,642 $5.8M
Wesbanco Bank Inc. 0.21% Reduce -1.8% 117,161 $5.7M
Public Employees Retirement Association of Colorado 0.02% Reduce -3.8% 116,860 $5.7M
1834 Investment Advisors Co. 0.68% Add +13.2% 115,452 $5.7M
New York Life Investment Management LLC 0.06% Add +0.7% 114,886 $5.6M
Xponance LLC 0.06% Reduce -25.9% 114,093 $5.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.6% 113,639 $5.6M
Glenmede Trust Co. NA 0.03% Reduce -9.8% 112,224 $5.5M
Canal Insurance CO 1.43% No change 110,000 $5.4M
Zions Bancorporation, N.A. 0.43% Reduce -18.5% 108,722 $5.3M
Cibc World Markets Corp. 0.03% Add +28.6% 107,970 $5.3M
Mutual of America Capital Management LLC 0.06% Reduce -3.6% 105,704 $5.2M
Brown Advisory Inc. 0.01% Add +6.0% 104,213 $5.1M
Private Advisor Group, LLC 0.03% Add +9.9% 103,907 $5.1M
Janus Henderson Group PLC 0.00% Reduce -7.5% 103,376 $5.1M
Twinbeech Capital LP 0.10% New 102,808 $5.0M
Two Sigma Advisers, LP 0.01% New 101,700 $5.0M
Credit Agricole S A 0.03% Add +99.7% 101,533 $5.0M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -7.3% 99,403 $4.9M
Quantinno Capital Management LP 0.09% Add +55.0% 99,390 $4.9M
Nissay Asset Management Corp. /Japan 0.03% Add +2.1% 98,794 $4.8M
MML Investors Services, LLC 0.02% Reduce -20.6% 98,317 $4.8M
State of Alaska, Department of Revenue 0.05% Add +7.5% 97,606 $4.8M
Wills Financial Group, Inc. 2.19% Reduce -2.5% 97,106 $4.8M
Harvest Portfolios Group Inc. 0.18% Add +0.3% 97,041 $4.8M
AXA S.A. 0.01% Reduce -0.1% 92,807 $4.5M
Vanguard Personalized Indexing Management, LLC 0.09% Add +16.9% 92,473 $4.5M
Huntington National Bank 0.05% Reduce -4.8% 92,245 $4.5M
Daiwa Securities Group Inc. 0.02% Add +10.2% 91,273 $4.5M
Citizens Business Bank 0.94% New 91,001 $4.5M
Rafferty Asset Management, LLC 0.02% Reduce -5.6% 90,933 $4.5M
O'shaughnessy Asset Management, LLC 0.05% Add +61.0% 90,675 $4.4M
Fifth Third Bancorp 0.02% Add +1.9% 88,281 $4.3M
Everett Harris & Co. 0.06% Add +57.8% 87,849 $4.3M
Regions Financial Corp. 0.03% Reduce -7.0% 87,066 $4.3M
Van Lanschot Kempen Investment Management N.V. 0.05% Reduce -16.1% 85,836 $4.2M
Sompo Asset Management Co., Ltd. 0.70% Reduce -6.5% 84,880 $4.2M
Atria Investments, Inc 0.05% Reduce -25.7% 82,284 $4.0M
Strategic Advisors LLC 0.77% Add +0.0% 81,364 $4.0M
Axxcess Wealth Management, LLC 0.11% Add +193.9% 81,333 $4.0M
Panagora Asset Management Inc. 0.02% Reduce -77.9% 80,062 $3.9M
Sagefield Capital LP 0.40% Add +26.5% 78,324 $3.8M
Elo Mutual Pension Insurance Co 0.09% Reduce -0.8% 75,830 $3.7M
Stephens Inc. 0.06% Add +89.0% 75,282 $3.7M
Capital Investment Advisors, LLC 0.08% Reduce -1.5% 74,445 $3.6M
Hoylecohen, LLC 0.28% Reduce -3.1% 74,189 $3.6M
Bridge Creek Capital Management LLC 1.17% Add +1.1% 74,070 $3.6M
Stablepoint Partners, LLC 0.70% Add +14.2% 68,547 $3.6M
Salomon & Ludwin, LLC 0.40% Reduce -7.4% 72,971 $3.6M
Bryn Mawr Trust Advisors, LLC 0.20% Add +16.9% 72,607 $3.6M
Oregon Public Employees Retirement Fund 0.07% Add +0.7% 72,022 $3.5M
Robinson Value Management, Ltd. 2.43% Reduce -0.4% 71,299 $3.5M
Cibc World Market Inc. 0.01% No change 71,227 $3.5M
Peapack Gladstone Financial Corp. 0.05% Reduce -1.6% 71,155 $3.5M
Cadence Bank 0.26% Reduce -40.8% 71,070 $3.5M
Cresset Asset Management, LLC 0.01% Add +11.5% 70,299 $3.4M
Millennium Management 0.00% Reduce -71.4% 69,705 $3.4M
Synovus Financial Corp. 0.04% Reduce -8.8% 69,076 $3.4M
Gulf International Bank (UK) Ltd 0.09% Reduce -0.7% 68,874 $3.4M
Toth Financial Advisory Corp. 0.43% Add +29.4% 68,635 $3.4M
Two Sigma Investments, LP 0.01% Add +89.1% 67,910 $3.3M
Carson Advisory Inc. 2.33% Add +5.7% 67,839 $3.3M
Hennessy Advisors Inc. 0.12% Reduce -77.7% 67,277 $3.3M
Avantax Advisory Services, Inc. 0.02% Add +62.0% 66,634 $3.3M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.9% 65,974 $3.2M
Baird Financial Group, Inc. 0.01% Add +31.7% 65,184 $3.2M
Maryland State Retirement & Pension System 0.06% No change 65,060 $3.2M
Mizuho Securities USA LLC 0.07% New 64,627 $3.2M
Manhattan West Asset Management, LLC 0.84% Reduce -10.3% 63,674 $3.1M
KBC Group NV 0.01% No change 63,518 $3.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.6% 63,260 $3.1M
Kentucky Retirement Systems 0.09% Reduce -0.6% 63,165 $3.1M
TCV Trust & Wealth Management, Inc. 0.29% Reduce -3.8% 62,276 $3.1M
Independent Advisor Alliance 0.10% Reduce -3.2% 61,386 $3.0M
Towne Trust Company, N.A 1.17% Reduce -17.8% 61,330 $3.0M
MBB Public Markets I LLC 0.06% New 60,335 $3.0M
Gotham Asset Management 0.04% Add +5.3% 59,835 $2.9M
Pacer Advisors, Inc. 0.01% Add +4.7% 59,380 $2.9M
Mercer Global Advisors Inc. 0.01% Add +0.8% 59,153 $2.9M
Geneos Wealth Management Inc. 0.13% Reduce -25.3% 58,924 $2.9M
Wbi Investments, LLC 0.69% New 58,452 $2.9M
XML Financial, LLC 0.28% Reduce -9.9% 57,804 $2.8M
Silvercrest Asset Management Group LLC 0.02% Reduce -2.9% 57,322 $2.8M
AMG National Trust Bank 0.08% Reduce -8.0% 56,827 $2.8M
Oppenheimer & Co. Inc. 0.04% Add +9.8% 56,453 $2.8M
Redmond Asset Management, LLC 0.91% Add +0.8% 56,287 $2.8M
Capital Investment Advisory Services, LLC 0.28% Add +0.4% 55,845 $2.7M
Stamos Capital Partners, L.P. 0.58% New 55,470 $2.7M
Bill Few Associates, Inc. 1.04% Add +7.1% 55,153 $2.7M
Colonial River Investments, LLC 1.45% Reduce -4.7% 54,805 $2.7M
D.A. Davidson & Co. 0.02% Add +78.5% 54,728 $2.7M
NewEdge Advisors, LLC 0.02% Add +31.5% 54,207 $2.7M
Thrivent Financial for Lutherans 0.01% Add +2.2% 54,018 $2.6M
Dakota Wealth Management 0.06% Reduce -2.8% 53,830 $2.6M
Hartford Investment Management Co. 0.09% Reduce -0.8% 53,619 $2.6M
Jump Financial, LLC 0.05% Reduce -25.7% 53,359 $2.6M
First Bank & Trust 0.53% Add +3.1% 53,106 $2.6M
Richard Bernstein Advisors LLC 0.06% No change 53,011 $2.6M
Financial Counselors Inc. 0.04% Reduce -72.6% 52,271 $2.6M
Prospera Financial Services Inc 0.07% Reduce -5.6% 52,087 $2.6M
Jackson Hole Capital Partners, LLC 0.56% Add +44.8% 52,049 $2.6M
Metis Global Partners, LLC 0.09% Add +5.1% 52,001 $2.5M
Lincoln Capital Corp. 1.09% New 51,992 $2.5M
Advisors Management Group Inc. 0.63% Reduce -0.7% 51,689 $2.5M
Ilmarinen Mutual Pension Insurance Co 0.03% Add +102.0% 51,500 $2.5M
TD Private Client Wealth LLC 0.08% Reduce -9.7% 51,192 $2.5M
Schnieders Capital Management LLC 0.50% Add +153.7% 50,243 $2.5M
Vestcor Inc 0.08% Reduce -14.5% 48,783 $2.4M
Hartford Financial Management Inc. 0.51% Add +3.5% 48,608 $2.4M
Bradley Foster & Sargent Inc. 0.04% Reduce -5.7% 48,584 $2.4M
Securian Asset Management, Inc. 0.07% Reduce -2.2% 48,197 $2.4M
Louisiana State Employees Retirement System 0.04% Reduce -2.7% 47,400 $2.3M
Icon Advisers Inc. 0.53% New 48,100 $2.3M
Graham Capital Wealth Management, LLC 3.21% Add +1.8% 46,467 $2.3M
Advisory Services Network, LLC 0.05% Add +108.9% 46,392 $2.3M
Profund Advisors LLC 0.08% Add +48.2% 46,284 $2.3M
Lombard Odier Asset Management (Switzerland) SA 0.23% Reduce -0.5% 46,148 $2.3M
Cubist Systematic Strategies, LLC 0.04% New 45,769 $2.2M
Carret Asset Management, LLC 0.26% Add +0.3% 45,571 $2.2M
Atria Wealth Solutions, Inc. 0.02% Add +2.7% 44,939 $2.2M
Cantor Fitzgerald Investment Advisors L.P. 0.17% Reduce -80.8% 44,551 $2.2M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +43.7% 44,480 $2.2M
Westpac Banking Corp. 0.17% Reduce -26.8% 44,381 $2.2M
Morton Community Bank 0.61% Add +5.2% 44,178 $2.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.22% Reduce -1.2% 44,098 $2.2M
Gratus Wealth Advisors, LLC 0.37% Reduce -3.6% 41,786 $2.1M
Beck Capital Management, LLC 0.59% New 43,734 $2.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +196.2% 43,328 $2.1M
Leelyn Smith, LLC 0.40% Add +4.5% 42,613 $2.1M
Daiichi Life Insurance Co., Ltd. 0.05% No change 42,602 $2.1M
New Mexico Educational Retirement Board 0.07% No change 42,173 $2.1M
Raymond James Trust N.A. 0.05% Reduce -6.2% 41,835 $2.0M
Pettyjohn, Wood & White, Inc. 0.40% Reduce -3.4% 41,652 $2.0M
IHT Wealth Management, LLC 0.08% Add +5.4% 41,480 $2.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -64.8% 53,520 $2.0M
Nordea Investment Management AB 0.00% Add +1.2% 40,523 $2.0M
Ally Financial Inc. 0.24% No change 40,000 $2.0M
Integrated Wealth Concepts LLC 0.03% Add +0.9% 39,926 $2.0M
Sepio Capital, LP 0.18% Reduce -13.2% 39,600 $1.9M
Intech Investment Management LLC 0.02% Add +175.0% 39,556 $1.9M
Argent Trust Co 0.09% Reduce -3.5% 39,411 $1.9M
First Citizens Bank & Trust Co. 0.04% Add +11.2% 39,410 $1.9M
Alpha Omega Wealth Management LLC 0.37% Reduce -11.1% 39,070 $1.9M
First Hawaiian Bank 0.06% No change 38,834 $1.9M
Central Pacific Bank - Trust Division 0.23% Reduce -3.8% 38,246 $1.9M
Redwood Investment Management, LLC 0.16% Reduce -13.3% 38,245 $1.9M
BTC Capital Management, Inc. 0.17% Reduce -18.5% 37,954 $1.9M
Slocum, Gordon & Co LLP 1.38% Add +0.0% 37,827 $1.9M
Cornerstone Advisors, LLC 0.07% Reduce -22.9% 37,700 $1.8M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -23.3% 37,671 $1.8M
Fulton Bank, N.A. 0.07% Reduce -0.3% 37,521 $1.8M
Choreo, LLC 0.03% Add +634.3% 37,867 $1.8M
Fifth Third Wealth Advisors LLC 0.14% Add +27.9% 36,833 $1.8M
Beese Fulmer Investment Management, Inc. 0.16% Reduce -0.6% 36,612 $1.8M
Ascent Group, LLC 0.15% Reduce -7.4% 36,393 $1.8M
NewEdge Wealth, LLC 0.04% Reduce -1.5% 36,293 $1.8M
Rakuten Investment Management, Inc. 0.01% Add +58.6% 35,679 $1.8M
United Capital Financial Advisors, LLC 0.02% Reduce -0.6% 36,106 $1.8M
Focus Partners Wealth 0.01% Add +377.3% 35,903 $1.8M
Tiaa Trust, National Association 0.01% Reduce -5.9% 35,875 $1.8M
South Dakota Investment Council 0.04% Reduce -0.1% 35,684 $1.7M
Ieq Capital, LLC 0.02% Add +25.6% 35,579 $1.7M
Clearstead Advisors, LLC 0.03% Add +538.0% 35,498 $1.7M
Tidal Investments LLC 0.02% Reduce -1.4% 35,448 $1.7M
Bragg Financial Advisors, Inc 0.08% Reduce -57.4% 35,385 $1.7M
Virginia Wealth Management Group, Inc. 1.58% Reduce -1.2% 35,205 $1.7M
Boston Financial Mangement LLC 0.05% Add +3.9% 35,110 $1.7M
Stratos Wealth Partners, LTD. 0.03% Reduce -1.8% 34,883 $1.7M
Concurrent Investment Advisors, LLC 0.06% Add +55.9% 34,782 $1.7M
Conning Inc. 0.06% Add +0.8% 34,510 $1.7M
Quantitative Investment Management, LLC 0.18% New 34,452 $1.7M
Walleye Capital LLC 0.02% Add +142.1% 34,376 $1.7M
Quantbot Technologies LP 0.08% New 33,789 $1.7M
AQR Capital Management 0.00% Add +201.8% 33,747 $1.7M
Marshall Wace, LLP 0.00% New 33,692 $1.7M
Graves Light Lenhart Wealth, Inc. 0.19% Reduce -8.8% 34,371 $1.7M
Vestmark Advisory Solutions, Inc. 0.07% Add +2.6% 33,676 $1.7M
Crossmark Global Holdings, Inc. 0.03% Reduce -2.2% 33,462 $1.6M
Los Angeles Capital Management LLC 0.01% Reduce -66.9% 32,973 $1.6M
Financial Security Advisor, Inc. 0.54% Reduce -1.7% 32,820 $1.6M
Kestra Private Wealth Services, LLC 0.03% Add +31.8% 32,532 $1.6M
Beverly Hills Private Wealth, LLC 0.35% Reduce -2.5% 32,459 $1.6M
Sandy Spring Bank 0.07% Reduce -0.1% 32,368 $1.6M
Money Concepts Capital Corp. 0.13% Reduce -4.3% 31,199 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.07% Reduce -0.0% 31,153 $1.5M
NEOS Investment Management LLC 0.06% Add +47.2% 31,062 $1.5M
Virtu Financial LLC 0.11% New 30,780 $1.5M
Park Avenue Securities LLC 0.02% Reduce -12.9% 30,769 $1.5M
CENTRAL TRUST Co 0.04% Reduce -2.0% 30,526 $1.5M
HB Wealth Management, LLC 0.02% Add +20.9% 30,427 $1.5M
Norinchukin Bank, The 0.04% Add +1.5% 30,090 $1.5M
Cassaday & Co Wealth Management LLC 0.05% Reduce -1.8% 29,960 $1.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -70.7% 29,631 $1.5M
Rothschild Investment LLC 0.10% Add +38.4% 29,627 $1.5M
First Trust Direct Indexing L.P. 0.09% Add +17.8% 29,613 $1.5M
Blair William & Co. 0.00% Reduce -16.8% 29,552 $1.4M
Vectors Research Management, LLC 0.44% Reduce -5.5% 29,517 $1.4M
Bay Rivers Group 0.74% Reduce -1.9% 29,157 $1.4M
Beacon Bank & Trust 0.36% Reduce -2.1% 29,135 $1.4M
Altman Advisors, Inc. 0.81% Add +0.7% 29,031 $1.4M
Raleigh Capital Management Inc. 0.60% Reduce -9.8% 28,772 $1.4M
iA Global Asset Management Inc. 0.03% New 28,743 $1.4M
Total Clarity Wealth Management, Inc. 0.48% New 28,513 $1.4M
B.O.S.S. Retirement Advisors, LLC 0.35% Reduce -2.6% 28,296 $1.4M
Empirical Finance, LLC 0.09% Reduce -5.8% 28,138 $1.4M
Pinnacle Associates Ltd. 0.02% Add +2.0% 27,916 $1.4M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -1.1% 27,908 $1.4M
Resolution Capital Ltd 0.03% Reduce -29.0% 27,891 $1.4M
Moloney Securities Asset Management, LLC 0.20% Reduce -0.1% 27,730 $1.4M
Frank, Rimerman Advisors LLC 0.10% Add +44611.3% 27,721 $1.4M
3Chopt Investment Partners, LLC 0.41% Add +33.2% 27,655 $1.4M
Kingsview Wealth Management, LLC 0.03% Add +2.3% 27,645 $1.4M
HUB Investment Partners, LLC 0.07% Reduce -11.1% 27,483 $1.3M
Palisade Asset Management, LLC 0.14% Reduce -0.6% 27,475 $1.3M
Moors & Cabot, Inc. 0.07% Add +12.6% 27,370 $1.3M
Acadian Asset Management LLC 0.00% New 27,145 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -2.1% 27,036 $1.3M
All Terrain Financial Advisors, LLC 0.55% Add +2.1% 26,917 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.5% 26,675 $1.3M
Lee Danner & Bass Inc. 0.10% — 26,672 $1.3M
Trust Co. of Toledo NA 0.19% Reduce -2.5% 26,617 $1.3M
Courier Capital LLC 0.10% Reduce -9.0% 26,563 $1.3M
Walleye Trading LLC 0.03% New 26,287 $1.3M
Johnson Investment Counsel Inc. 0.01% Add +0.2% 26,274 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -8.1% 26,059 $1.3M
Bull Street Advisors, LLC 0.61% Add +0.5% 25,963 $1.3M
Lockheed Martin Investment Management Co. 0.07% Reduce -41.0% 25,500 $1.2M
Bleakley Financial Group, LLC 0.04% Add +7.8% 25,486 $1.2M
Simplicity Wealth,LLC 0.03% Reduce -9.8% 25,481 $1.2M
Integrated Advisors Network LLC 0.06% Reduce -2.5% 25,403 $1.2M
&partners 0.05% New 25,304 $1.2M
IMC-Chicago, LLC 0.04% Add +52.1% 25,010 $1.2M
Pensionfund Sabic 0.36% No change 25,000 $1.2M
Gendell Jeffrey L 0.04% New 25,000 $1.2M
Ridgewood Investments LLC 0.61% Add +1.1% 24,813 $1.2M
OneDigital Investment Advisors LLC 0.02% Add +144.0% 24,803 $1.2M
Atlantic Union Bankshares Corp 0.08% Add +25.2% 24,764 $1.2M
Capital Investment Counsel, Inc 0.18% Add +8.7% 24,464 $1.2M
First County Bank 0.61% Reduce -16.2% 24,130 $1.2M
Inceptionr LLC 0.33% New 24,066 $1.2M
Arrow Financial Corp 0.11% Reduce -1.8% 23,767 $1.2M
United Services Automobile Association 0.03% Reduce -7.0% 23,554 $1.2M
Lombard Odier Asset Management (USA) Corp 0.51% New 23,437 $1.1M
Verdence Capital Advisors LLC 0.10% Reduce -15.8% 23,377 $1.1M
Citadel Advisors 0.00% Reduce -99.0% 23,356 $1.1M
Capstone Investment Advisors, LLC 0.05% Add +73.0% 23,345 $1.1M
Canandaigua National Bank & Trust Co. 0.12% Reduce -11.2% 23,250 $1.1M
Stock Yards Bank & Trust Co. 0.04% Reduce -1.9% 23,225 $1.1M
Personal Cfo Solutions, LLC 0.17% Add +0.7% 23,186 $1.1M
Tradewinds, LLC. 0.35% Add +143.3% 23,063 $1.1M
Banque Cantonale Vaudoise 0.04% Add +170.9% 22,936 $1.1M
Engineers Gate Manager LP 0.02% New 22,435 $1.1M
Burke & Herbert Bank & Trust Co. 0.26% Add +35.3% 22,214 $1.1M
Assetmark, Inc. 0.00% Reduce -3.9% 22,158 $1.1M
Sigma Planning Corp 0.03% Reduce -0.9% 22,131 $1.1M
Level Four Advisory Services, LLC 0.05% Add +118.1% 22,096 $1.1M
Apollon Wealth Management, LLC 0.03% Add +49.3% 22,064 $1.1M
MAI Capital Management 0.01% Reduce -1.4% 21,787 $1.1M
Point72 Asset Management 0.00% Reduce -98.9% 21,591 $1.1M
SageView Advisory Group, LLC 0.07% Add +4.6% 21,448 $1.1M
City Holding Co. 0.15% Reduce -4.8% 21,399 $1.0M
Farmers & Merchants Investments Inc. 0.03% Reduce -13.6% 21,164 $1.0M
Radnor Capital Management, LLC 0.31% Reduce -0.9% 21,062 $1.0M
Main Street Group, LTD 0.48% Reduce -17.3% 21,160 $1.0M
EverSource Wealth Advisors, LLC 0.07% Add +89.6% 18,991 $1.0M
Elmwood Wealth Management, Inc. 0.45% Reduce -4.2% 20,498 $1.0M
Jones Financial Companies LLLP 0.00% Add +108.2% 20,433 $1.0M
Cullinan Associates Inc. 0.06% No change 20,378 $999K
Birch Hill Investment Advisors LLC 0.05% No change 20,355 $997K
Wealth Alliance, LLC 0.13% Reduce -12.6% 20,003 $980K
NBT Bank, N.A. 0.07% Reduce -4.4% 19,893 $975K
Trust Co. of Vermont 0.05% Reduce -0.8% 19,851 $973K
Summit Securities Group LLC 0.37% New 19,800 $970K
Pullen Investment Management, LLC 0.80% Add +50.1% 19,720 $966K
Vinva Investment Management Ltd 0.05% Add +61.0% 19,451 $965K
International Assets Investment Management, LLC 0.09% Add +158.5% 19,680 $964K
Culbertson A N & Co. Inc. 0.17% Reduce -4.1% 19,632 $962K
Peoples Financial Services Corp. 0.43% Reduce -0.6% 19,515 $956K
Anchor Investment Management, LLC 0.10% Reduce -4.7% 19,477 $954K
Essex Financial Services, Inc. 0.07% Add +14.5% 17,496 $948K
Point72 Hong Kong Ltd 0.06% New 19,309 $946K
PBMares Wealth Management LLC 0.23% Reduce -3.5% 19,224 $942K
Coldstream Capital Management Inc. 0.02% Add +4.8% 19,140 $938K
Dominguez Wealth Management Solutions, Inc. 0.71% Add +0.3% 19,122 $937K
Eagle Harbor Asset Management Inc. 1.00% Add +0.5% 19,035 $933K
Beck Mack & Oliver LLC 0.02% No change 18,965 $929K
Brown Brothers Harriman & Co. 0.01% Add +36.4% 18,886 $925K
Marietta Investment Partners LLC 0.20% No change 18,884 $925K
Allworth Financial LP 0.01% Add +44.0% 17,962 $923K
Investment Management Corp of Ontario 0.02% Add +38.4% 18,741 $918K
Waters Parkerson & Co., LLC 0.05% Reduce -1.8% 18,726 $918K
Cohen Klingenstein LLC 0.03% No change 18,700 $916K
Haverford Trust Co 0.01% Add +30.7% 18,685 $916K
Landscape Capital Management, L.L.C. 0.08% New 18,625 $913K
Signaturefd, LLC 0.02% Add +24.9% 18,621 $912K
Azimuth Capital Investment Management LLC 0.04% Reduce -5.2% 18,491 $906K
Valeo Financial Advisors, LLC 0.03% Reduce -1.8% 18,485 $906K
Inspire Trust Co, N.A. 0.30% Add +88.5% 18,470 $905K
Waterfront Wealth Inc. 0.24% Add +2.4% 18,419 $903K
SteelPeak Wealth, LLC 0.04% Add +13.1% 18,353 $899K
First National Trust Co 0.04% Reduce -19.9% 18,330 $898K
Chiron Capital Management, LLC 0.86% Reduce -36.9% 18,298 $897K
Schonfeld Strategic Advisors LLC 0.01% New 18,289 $896K
Woodstock Corp. 0.09% Add +14.0% 18,169 $890K
Beacon Pointe Advisors, LLC 0.01% Reduce -28.0% 18,120 $888K
Rbo & Co. LLC 0.16% Reduce -73.1% 17,976 $881K
Trivium Point Advisory, LLC 0.13% Add +7.2% 17,954 $880K
Benjamin F. Edwards & Company, Inc. 0.02% Reduce -14.4% 17,820 $873K
Garner Asset Management Corp 0.32% Add +14.2% 17,796 $872K
Simmons Bank 0.07% Reduce -4.4% 17,625 $864K
Composition Wealth, LLC 0.02% Reduce -1.4% 17,416 $853K
UMB Bank, n.a. 0.01% Reduce -19.2% 17,409 $853K
Concourse Financial Group Securities, Inc. 0.05% Reduce -9.3% 17,320 $849K
GAMMA Investing LLC 0.11% Add +52.9% 17,155 $841K
Thomasville National Bank 0.07% Reduce -12.5% 17,104 $838K
SouthState Bank Corp 0.06% Reduce -8.3% 17,093 $838K
Prime Capital Investment Advisors, LLC 0.01% Reduce -57.8% 16,968 $831K
B. Metzler seel. Sohn & Co. AG 0.01% No change 16,950 $831K
Lido Advisors, LLC 0.01% Add +56.9% 16,872 $827K
Global Retirement Partners, LLC 0.03% Add +37.6% 16,835 $825K
Sequoia Financial Advisors, LLC 0.01% Add +11.7% 16,827 $825K
Patten Group, Inc. 0.19% Add +0.1% 16,819 $824K
First Horizon Advisors, Inc. 0.03% Reduce -1.8% 16,816 $824K
iSAM Funds (UK) Ltd 0.61% New 16,745 $821K
Cornerstone Wealth Group, LLC 0.07% Add +1.0% 16,608 $814K
Platform Technology Partners 0.28% — 16,567 $812K
Intrua Financial, LLC 0.13% Add +11.2% 16,561 $812K
Taylor Hoffman Wealth Management 0.33% No change 16,836 $808K
Exencial Wealth Advisors, LLC 0.03% Reduce -6.9% 16,492 $808K
Arlington Capital Management, Inc. 0.70% Reduce -0.2% 16,439 $806K
Greenleaf Trust 0.01% Reduce -0.5% 16,432 $805K
Pinnacle Financial Partners Inc 0.02% Reduce -5.4% 16,356 $803K
Highview Capital Management LLC 0.33% New 16,348 $801K
Holocene Advisors, LP 0.00% Reduce -83.0% 16,320 $800K
Horizon Investments, LLC 0.02% Add +5.8% 16,312 $799K
Teacher Retirement System of Texas 0.00% Reduce -23.5% 16,276 $798K
Patten & Patten Inc. 0.06% Add +35.2% 16,258 $797K
Nomura Holdings Inc. 0.01% Add +141.7% 16,149 $791K
Sovereign Financial Group, Inc. 0.20% Reduce -0.4% 16,069 $787K
United Asset Strategies, Inc. 0.08% Reduce -11.0% 16,049 $786K
Dover Advisors, LLC 0.48% Add +0.2% 15,758 $772K
Blue Edge Capital, LLC 0.13% No change 15,709 $770K
Liberty One Investment Management, LLC 0.09% Reduce -5.9% 15,674 $768K
Principal Securities, Inc. 0.02% Add +14.2% 15,601 $764K
Heritage Wealth Advisors 0.03% Reduce -15.6% 15,592 $764K
Elevated Capital Advisors, LLC 0.21% New 15,590 $764K
Chesley Taft & Associates LLC 0.04% Add +2.3% 15,577 $763K
Ancora Advisors LLC 0.02% Reduce -3.1% 15,449 $757K
Fourpath Capital Management, LLC 0.56% Reduce -13.4% 15,446 $757K
Verus Financial Partners, Inc. 0.09% Reduce -8.1% 15,429 $756K
Spectrum Asset Management, Inc. (NB/CA) 0.35% No change 15,412 $755K
HBW Advisory Services LLC 0.13% Add +24.7% 15,409 $755K
John G Ullman & Associates Inc. 0.11% Reduce -0.1% 15,278 $749K
Tocqueville Asset Management L.P. 0.01% Reduce -33.0% 15,254 $747K
Members Trust Co 0.02% Add +195.1% 15,125 $741K
J.W. Cole Advisors, Inc. 0.03% Add +4.6% 15,103 $740K
Spirit of America Management Corp. 0.15% No change 15,100 $740K
My Legacy Advisors, LLC 0.24% Add +1.9% 15,054 $738K
Whitener Capital Management, Inc. 0.22% Reduce -1.2% 14,950 $733K
Excalibur Management Corp. 0.30% Add +3.2% 14,936 $732K
Meeder Advisory Services, Inc. 0.05% Add +49.9% 14,843 $727K
Bokf, NA 0.01% Reduce -28.7% 14,837 $727K
Vista Investment Management 0.29% No change 14,806 $725K
Acorn Financial Advisory Services Inc. 0.13% Add +0.4% 14,686 $720K
Founders Financial Alliance, LLC 0.21% Add +0.4% 14,642 $717K
Asset Dedication, LLC 0.05% Reduce -3.1% 14,567 $714K
Meridian Financial Partners LLC 0.42% Reduce -0.7% 13,817 $713K
Spire Wealth Management 0.03% Reduce -30.6% 14,484 $710K
Marco Investment Management LLC 0.07% No change 14,389 $705K
Waverly Advisors, LLC 0.01% Add +155.8% 14,367 $704K
Stonegate Investment Group, LLC 0.02% Add +9.9% 14,351 $703K
Mason & Associates, LLC 0.23% New 14,324 $702K
Jacobi Capital Management LLC 0.06% Reduce -2.0% 14,240 $698K
Archford Capital Strategies, LLC 0.11% Reduce -2.8% 14,085 $690K
Snowden Capital Advisors LLC 0.02% Reduce -4.0% 13,936 $683K
Joel Isaacson & Co., LLC 0.04% Add +0.5% 13,900 $681K
Groupama Asset Managment 0.01% Add +557.7% 13,851 $679K
TCI Wealth Advisors, Inc. 0.06% Add +0.3% 13,821 $677K
Blue Trust, Inc. 0.01% Add +11.8% 13,751 $676K
Ables, Iannone, Moore & Associates, Inc. 0.45% Reduce -1.3% 13,735 $673K
Bessemer Group Inc. 0.00% Add +13.2% 13,705 $672K
Venture Visionary Partners LLC 0.03% Reduce -4.7% 13,692 $671K
TCTC Holdings, LLC 0.02% Reduce -3.1% 13,658 $669K
Chickasaw Capital Management LLC 0.03% Reduce -25.6% 13,544 $664K
Bar Harbor Wealth Management 0.04% Reduce -11.1% 13,497 $661K
D. E. Shaw & Co. 0.00% Reduce -52.5% 13,454 $659K
PFG Investments, LLC 0.05% Reduce -2.7% 13,449 $659K
Hendershot Investments Inc. 0.09% Reduce -10.1% 13,390 $656K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -2.2% 13,381 $656K
Vista Investment Partners LLC 0.22% New 13,275 $650K
Aviva PLC 0.00% Add +3.2% 13,272 $650K
Wilmington Savings Fund Society, FSB 0.03% Add +14.9% 13,271 $650K
Csenge Advisory Group 0.04% Add +4.8% 13,201 $647K
NTV Asset Management LLC 0.09% Reduce -2.0% 13,167 $645K
Empowered Funds, LLC 0.01% Add +16.1% 13,137 $644K
Plan Group Financial, LLC 0.39% Add +118.6% 13,117 $643K
Linscomb Wealth, Inc. 0.03% Reduce -8.3% 13,071 $640K
Peoples Bank 0.50% No change 13,034 $639K
Bard Financial Services, Inc. 0.07% No change 13,000 $637K
Vident Advisory, LLC 0.02% Add +33.5% 12,991 $637K
Harbour Investments, Inc. 0.02% Reduce -3.1% 12,980 $636K
Cypress Capital Group 0.08% Reduce -7.3% 12,938 $634K
Townsquare Capital LLC 0.01% Add +3.6% 12,784 $626K
HighPoint Advisor Group LLC 0.04% Reduce -2.2% 11,767 $626K
Kingswood Wealth Advisors, LLC 0.06% Add +23.5% 12,775 $626K
Donaldson Capital Management, LLC 0.03% Reduce -0.6% 12,737 $624K
Ballentine Partners, LLC 0.01% Add +5.3% 12,666 $621K
Wedbush Securities Inc. 0.02% Add +44.1% 12,541 $615K
Buckingham Strategic Wealth, LLC 0.01% Add +0.4% 12,510 $613K
Campbell Wealth Management 0.20% Reduce -4.6% 12,494 $612K
Jeppson Wealth Management, LLC 0.23% Add +9.0% 12,477 $611K
Hilltop Holdings Inc. 0.07% Add +1.5% 12,472 $611K
Empire Financial Management Company, LLC 0.20% New 12,454 $610K
Holderness Investments Co. 0.14% Reduce -4.2% 12,374 $606K
Ingalls & Snyder LLC 0.03% Reduce -6.8% 12,347 $605K
Keystone Financial Group 0.22% Add +0.7% 12,275 $601K
Nebula Research & Development LLC 0.10% New 12,238 $600K
Daymark Wealth Partners, LLC 0.03% Add +14.8% 12,146 $595K
Canal Capital Management, LLC 0.10% Add +25.6% 12,110 $593K
Robeco Institutional Asset Management B.V. 0.00% No change 12,073 $592K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -7.4% 12,008 $588K
Sumitomo Life Insurance Co. 0.01% Reduce -12.0% 11,948 $585K
Ti-Trust, Inc. 0.45% No change 11,929 $585K
Midwest Professional Planners, LTD. 0.20% Add +1.8% 11,922 $584K
Hayek Kallen Investment Management 0.22% Reduce -2.4% 11,893 $583K
Plimoth Trust Co. LLC 0.15% Add +3.2% 11,850 $581K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -11.4% 11,838 $580K
Savant Capital, LLC 0.01% Add +23.0% 11,803 $578K
TCW Group Inc. 0.01% Add +4.0% 11,726 $575K
Intrust Bank NA 0.06% Reduce -6.1% 11,650 $571K
Good Life Advisors, LLC 0.05% Add +9.4% 11,612 $569K
BCGM Wealth Management, LLC 0.20% Reduce -12.2% 11,609 $569K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +1.2% 11,587 $568K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +1.1% 11,549 $566K
Caldwell Trust Co 0.06% No change 11,522 $565K
United Bank 0.07% Reduce -3.2% 11,354 $556K
Wolverine Trading, LLC 0.01% New 11,254 $551K
Insigneo Advisory Services, LLC 0.06% Reduce -9.4% 10,201 $551K
Principle Wealth Partners LLC 0.04% Add +0.0% 11,236 $551K
Stratos Wealth Advisors, LLC 0.03% New 11,227 $550K
U.S. Capital Wealth Advisors, LLC 0.02% Add +1.4% 11,110 $544K
Vise Technologies, Inc. 0.10% Add +5.7% 11,048 $541K
Cullen/Frost Bankers, Inc. 0.01% Reduce -5.7% 11,010 $539K
Hall Capital Management Co. Inc. 0.26% Reduce -3.3% 10,981 $538K
Heritage Investors Management Corp. 0.02% Reduce -0.3% 10,978 $538K
Adams Wealth Management 0.12% Reduce -25.7% 10,938 $536K
CacheTech Inc. 0.12% — 10,938 $536K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +1.8% 10,909 $535K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -0.2% 10,843 $531K
Moneco Advisors, LLC 0.08% Add +10.1% 10,836 $531K
Federation des caisses Desjardins du Quebec 0.00% Add +5280.5% 10,761 $527K
Precedent Wealth Partners, LLC 0.21% Add +37.9% 10,742 $526K
Seneca House Advisors 0.23% Reduce -5.7% 10,709 $525K
Pathway Financial Advisers, LLC 0.19% Reduce -5.4% 10,662 $521K
Key Financial Inc 0.12% No change 10,580 $518K
Dynamic Technology Lab Private Ltd 0.06% New 10,530 $516K
Advanced Portfolio Management, LLC 0.34% No change 10,514 $515K
Longfellow Investment Management Co. LLC 0.13% Add +0.7% 10,377 $508K
Modera Wealth Management, LLC 0.01% Reduce -0.6% 10,374 $508K
HBK Sorce Advisory LLC 0.02% Add +2.8% 10,258 $503K
St Germain D J Co. Inc. 0.02% Add +47.5% 10,236 $502K
Bank of New Hampshire 0.13% Reduce -34.7% 10,224 $501K
NovaPoint Capital, LLC 0.17% New 10,218 $501K
Parcion Private Wealth LLC 0.05% Reduce -4.9% 10,168 $498K
HM Payson & Co. 0.01% Add +3.7% 10,168 $498K
Foundations Investment Advisors, LLC 0.01% Add +11.2% 10,136 $497K
Camelot Portfolios, LLC 0.28% New 10,115 $496K
Fidelis Capital Partners, LLC 0.07% Reduce -9.1% 8,986 $495K
SPC Financial, Inc. 0.05% Reduce -1.9% 10,094 $495K
NorthRock Partners, LLC 0.02% Add +1.3% 9,925 $486K
Armstrong Advisory Group, Inc. 0.04% Reduce -0.7% 9,910 $486K
Phoenix Wealth Advisors 0.24% Add +0.5% 9,895 $485K
Renaissance Group LLC 0.02% Add +0.8% 9,791 $480K
Eagle Ridge Investment Management 0.04% Reduce -4.6% 9,771 $479K
Triangle Securities Wealth Management 0.14% Reduce -4.3% 9,754 $478K
Kovack Advisors, Inc. 0.05% Add +13.7% 9,734 $477K
Belpointe Asset Management LLC 0.03% Add +5.0% 9,723 $476K
Caprock Group, LLC 0.02% Add +133.0% 9,679 $474K
V-Square Quantitative Management LLC 0.08% Add +6.1% 9,651 $473K
Aptus Capital Advisors, LLC 0.01% Add +19.8% 9,638 $472K
Nations Financial Group Inc, /Ia/ 0.04% Add +5.5% 9,633 $472K
Infrastructure Capital Advisors, LLC 0.07% Reduce -1.2% 9,592 $470K
Park Place Capital Corp 0.15% Reduce -26.4% 9,570 $469K
Equitable Holdings, Inc. 0.00% Reduce -12.0% 9,562 $469K
Chemung Canal Trust Co. 0.09% No change 9,511 $466K
FineMark National Bank & Trust 0.02% Reduce -2.8% 9,444 $463K
Kidder Stephen W 0.14% No change 9,439 $463K
TFG Advisers LLC 0.18% Add +2.5% 9,427 $462K
Houlihan Financial Resource Group, Ltd. 0.31% Add +0.1% 9,403 $461K
Procyon Advisors, LLC 0.03% Reduce -17.0% 9,386 $460K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -17.7% 9,340 $458K
Burney Co./ 0.02% No change 9,304 $456K
Salvus Wealth Management, LLC 0.31% Reduce -0.4% 9,277 $455K
Mutual Advisors, LLC 0.01% Reduce -76.3% 8,526 $451K
Mechanics Bank Trust Department 0.06% Reduce -6.1% 9,203 $451K
Fiduciary Group, LLC 0.05% Reduce -0.1% 9,179 $450K
Mgo One Seven LLC 0.02% Add +1.0% 9,144 $448K
Man Group plc 0.00% New 9,100 $446K
Carnegie Investment Counsel 0.01% Reduce -35.0% 9,054 $444K
SS&H Financial Advisors, Inc. 0.17% Reduce -18.1% 9,043 $443K
Oak Hill Wealth Advisors, LLC 0.13% — 9,038 $443K
Outfitters Financial LLC 0.37% Reduce -0.1% 9,030 $442K
VeraBank, N.A. 0.14% Reduce -2.9% 9,029 $442K
Hexagon Capital Partners LLC 0.10% Add +7.0% 9,018 $442K
Cordgrass Capital Advisors, LLC 0.14% Reduce -5.2% 9,012 $442K
CoreCap Advisors, LLC 0.05% Add +17.3% 8,940 $438K
Headinvest, LLC 0.09% Add +0.5% 8,869 $435K
Cigna Investments Inc. 0.08% Reduce -1.0% 8,826 $433K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.1% 8,821 $432K
Valmark Advisers, Inc. 0.01% Reduce -0.9% 8,812 $432K
Premier Path Wealth Partners, LLC 0.07% Add +21.3% 8,789 $431K
Welch Group, LLC 0.02% No change 8,778 $430K
Hantz Financial Services, Inc. 0.01% Reduce -1.2% 8,772 $430K
Rowlandmiller & Partners.adv 0.09% Reduce -0.9% 8,636 $423K
ICW Investment Advisors LLC 0.19% Reduce -0.6% 8,631 $423K
Searle & Co. 0.10% Add +22.4% 8,611 $422K
Compound Planning, Inc. 0.03% Add +42.1% 8,600 $421K
Hardin Capital Partners, LLC 0.27% — 8,599 $421K
Schmidt P J Investment Management Inc. 0.08% Reduce -5.4% 8,564 $420K
Sharp Wealth Advisory, LLC 0.36% New 8,550 $419K
Alan B Lancz & Associates, Inc. 0.41% — 8,542 $419K
AlphaStar Capital Management, LLC 0.04% New 8,393 $418K
EP Wealth Advisors, LLC 0.00% Add +12.0% 8,538 $418K
Readystate Asset Management LP 0.04% New 8,477 $415K
Pointe Capital Management LLC 0.26% Reduce -2.5% 8,443 $414K
Leavell Investment Management, Inc. 0.02% Add +11.2% 8,423 $413K
Wealthcare Advisory Partners LLC 0.01% Reduce -42.0% 8,403 $412K
Glenview Trust Co 0.01% No change 8,339 $409K
FinTrust Capital Advisors, LLC 0.07% Reduce -3.9% 8,327 $408K
1620 Investment Advisors, Inc. 0.32% New 8,307 $407K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +6.6% 8,235 $404K
Cullen Capital Management, LLC 0.00% Add +1.9% 8,217 $403K
First United Bank & Trust 0.15% Reduce -4.2% 8,202 $402K
Commonwealth Retirement Investments LLC 0.18% Reduce -13.4% 8,159 $400K
SeaCrest Wealth Management, LLC 0.04% Reduce -3.1% 8,065 $395K
Gallagher Fiduciary Advisors, LLC 0.09% Reduce -73.0% 8,008 $392K
Quadrant Capital Group LLC 0.03% Add +6.0% 7,998 $392K
Marcum Wealth, LLC 0.04% Reduce -3.5% 7,989 $391K
Wealthspire Advisors, LLC 0.01% Add +6.7% 7,961 $390K
Mainstay Capital Management LLC 0.07% No change 7,959 $390K
D.B. Root & Company, LLC 0.13% Reduce -43.8% 7,946 $389K
1ST Source Bank 0.02% Reduce -6.8% 7,936 $389K
Apella Capital, LLC 0.02% New 7,782 $385K
Whittier Trust Co. 0.01% No change 7,851 $385K
Commerzbank Aktiengesellschaft 0.01% Add +2.9% 7,834 $384K
Manchester Capital Management LLC 0.05% Add +8.6% 7,822 $383K
Keudell/Morrison Wealth Management 0.11% Reduce -11.7% 7,799 $382K
Central Bank & Trust Co. 0.05% Reduce -13.3% 7,762 $380K
Kenora Financial, LLC 0.16% No change 7,750 $380K
Saturna Capital Corp. 0.01% Add +14.8% 7,750 $380K
Quotient Wealth Partners, LLC 0.01% Add +13.0% 7,739 $379K
RVW Wealth, LLC 0.04% No change 7,725 $379K
Legacy Wealth Asset Management, LLC 0.11% Add +7.2% 7,722 $378K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.16% Reduce -0.9% 7,711 $378K
Point Windward Advisors Inc. 0.16% No change 7,708 $378K
Parallel Advisors, LLC 0.01% Add +2.3% 7,699 $377K
Merit Financial Group, LLC 0.01% Reduce -17.4% 7,640 $374K
Shelton Wealth Management, LLC 0.22% New 7,634 $374K
JBR Co Financial Management Inc 0.26% No change 7,616 $373K
Cobblestone Capital Advisors LLC 0.02% Add +0.3% 7,591 $372K
Lindbrook Capital, LLC 0.03% Reduce -23.0% 7,531 $369K
Sard Wealth Management Group, LLC 0.26% No change 7,490 $367K
Passumpsic Savings Bank 0.26% Add +8.7% 7,440 $365K
Smith, Moore & Co. 0.04% Add +0.0% 7,422 $364K
Cidel Asset Management Inc. 0.03% No change 7,413 $363K
Lawson Kroeker Investment Management Inc. 0.07% Reduce -5.4% 7,410 $363K
Olde Wealth Management, LLC 0.14% New 7,417 $363K
Fruth Investment Management 0.10% Reduce -3.3% 7,425 $363K
Ameritas Advisory Services, LLC 0.01% Reduce -7.8% 7,404 $363K
Cornerstone Advisory, LLC 0.05% Reduce -2.8% 7,402 $363K
Centennial Wealth Advisory LLC 0.16% Add +2.8% 7,381 $362K
Allen Mooney & Barnes Investment Advisors LLC 0.06% Reduce -2.4% 7,324 $359K
Danske Bank A/S 0.00% No change 7,300 $358K
MIdWestOne Financial Group, Inc. 0.06% Reduce -13.9% 7,290 $357K
Fragasso Financial Advisors Inc 0.03% Add +1.6% 7,262 $356K
Investors Research Corp 0.08% No change 7,248 $355K
Moneta Group Investment Advisors LLC 0.01% Reduce -14.5% 7,221 $354K
Crestwood Advisors Group, LLC 0.01% Reduce -7.8% 7,216 $354K
Private Wealth Partners, LLC 0.03% No change 7,200 $353K
World Investment Advisors 0.02% New 7,185 $352K
Catalyst Financial Partners LLC 0.08% Reduce -0.3% 7,180 $352K
Sheets Smith Wealth Management 0.04% Add +1.7% 7,151 $350K
Legacy Financial Advisors, Inc. 0.06% New 7,142 $350K
Capital Asset Advisory Services LLC 0.02% Reduce -23.2% 7,053 $349K
LRI Investments, LLC 0.04% Add +1062.3% 7,113 $349K
Machina Capital S.A.S. 0.16% New 7,104 $348K
Shay Capital LLC 0.10% New 7,050 $345K
BLB&B Advisors, LLC 0.02% Reduce -4.6% 7,050 $345K
CI Investments Inc. 0.00% Add +7.2% 7,043 $345K
Exchange Traded Concepts, LLC 0.01% Add +508.3% 7,001 $343K
Bison Wealth, LLC 0.06% No change 6,921 $340K
Parsons Capital Management Inc. 0.02% No change 6,939 $340K
Graypoint LLC 0.02% Reduce -2.8% 6,929 $339K
Koshinski Asset Management, Inc. 0.03% Add +11.4% 6,859 $339K
Heritage Trust Co 0.04% Add +13.7% 6,922 $339K
Brighton Jones LLC 0.01% Add +3.9% 6,865 $336K
International Private Wealth Advisors LLC 0.56% Add +1.3% 6,784 $332K
Trust Point Inc. 0.03% Reduce -12.2% 6,769 $332K
RiverFront Investment Group, LLC 0.01% Add +41.6% 6,735 $330K
CNB Bank 0.16% Reduce -57.0% 6,720 $329K
Colonial Trust Co / SC 0.06% Reduce -2.2% 6,690 $328K
Arden Trust Co 0.05% New 6,681 $327K
Signature Estate & Investment Advisors LLC 0.01% Reduce -1.8% 6,681 $327K
Blue Fin Capital, Inc. 0.07% No change 6,664 $327K
Caldwell Sutter Capital, Inc. 0.16% Add +1.0% 6,659 $326K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -67.7% 6,651 $326K
Montag A & Associates Inc. 0.02% No change 6,611 $324K
Delta Financial Group, Inc. 0.14% Reduce -7.9% 6,564 $322K
SVB Wealth LLC 0.01% Reduce -21.9% 6,545 $321K
Alpha Family Trust 0.19% No change 6,540 $320K
Syon Capital LLC 0.03% Reduce -1.0% 6,506 $319K
Adalta Capital Management LLC 0.17% No change 6,500 $319K
Financial Advocates Investment Management 0.02% Reduce -37.5% 6,485 $318K
Diligent Investors, LLC 0.08% Add +3.2% 6,455 $316K
Fulcrum Equity Management 0.28% Add +1.3% 6,429 $315K
Morningstar Investment Services LLC 0.00% Add +5.4% 6,348 $315K
Dynamic Advisor Solutions LLC 0.01% Add +8.3% 6,428 $315K
Hudock, Inc. 0.06% Add +5.1% 6,422 $315K
Abacus Planning Group, Inc. 0.06% Add +34.2% 6,407 $314K
Summit Trail Advisors, LLC 0.01% Add +28.3% 6,404 $314K
Sunbelt Securities, Inc. 0.03% Reduce -4.3% 6,385 $313K
Tranquility Partners, LLC 0.12% Add +1.1% 6,344 $311K
Farmers Trust Co. 0.06% Reduce -4.0% 6,293 $308K
Northwest Bancshares, Inc. 0.05% Reduce -1.6% 6,271 $307K
Capital Management Corp. 0.06% No change 6,236 $306K
Brevan Howard Capital Management LP 0.02% New 6,201 $304K
Paloma Partners Management Co 0.03% New 6,180 $303K
Park National Corp. 0.01% Reduce -8.7% 6,163 $302K
Clarius Group, LLC 0.02% Reduce -13.4% 6,154 $302K
Luts & Greenleigh Group, Inc. 0.31% — 6,108 $299K
Ethic Inc. 0.01% Add +12.7% 6,071 $297K
Morningstar Investment Management LLC 0.03% Reduce -14.2% 6,051 $296K
Hummer Financial Advisory Services Inc 0.25% No change 6,001 $294K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.2% 5,986 $293K
ZWJ Investment Counsel Inc. 0.01% No change 5,970 $293K
Tower Bridge Advisors 0.03% Reduce -4.8% 5,968 $292K
Kinloch Capital, LLC 0.15% Add +11.2% 5,950 $292K
Brown Miller Wealth Management, LLC 0.12% Reduce -3.0% 5,948 $291K
Mystic Asset Management, Inc. 0.12% No change 5,939 $291K
Busey Bank 0.01% Add +1.6% 5,931 $291K
Centre Asset Management, LLC 0.07% Reduce -25.0% 5,909 $290K
GTS Securities LLC 0.01% Reduce -76.2% 5,918 $290K
Alpha Cubed Investments, LLC 0.01% Add +2.1% 5,911 $290K
Marex Group Ltd 0.01% New 5,902 $289K
Smithfield Trust Co 0.02% Reduce -2.5% 5,900 $289K
Violich Capital Management, Inc. 0.04% Reduce -47.0% 5,855 $287K
Camden National Bank 0.04% Reduce -0.4% 5,831 $286K
LCNB Corp. 0.11% Add +34.7% 5,828 $286K
First National Bank & Trust Co. of Newtown 0.06% Reduce -3.3% 5,828 $286K
Old Port Advisors 0.09% Reduce -21.6% 5,819 $285K
San Luis Wealth Advisors LLC 0.07% New 5,809 $285K
Rehmann Capital Advisory Group 0.02% Add +5.7% 5,799 $284K
Prossimo Advisors, LLC 0.26% Reduce -17.3% 5,775 $283K
Cedrus LLC 0.14% Reduce -2.7% 5,756 $282K
Aspiriant, LLC 0.01% Reduce -13.2% 5,745 $282K
River Wealth Advisors LLC 0.04% Reduce -21.9% 5,736 $281K
Summit Asset Management, LLC 0.03% Add +16.3% 5,730 $281K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% New 5,720 $280K
Citizens Financial Group Inc. 0.01% Add +28.4% 5,684 $279K
ABN AMRO Bank N.V. 0.00% No change 5,630 $278K
Salem Investment Counselors Inc. 0.01% Add +5.2% 5,682 $278K
Wedmont Private Capital 0.02% Add +10.4% 5,326 $277K
Florida Trust Wealth Management Co 0.01% New 5,623 $276K
Evercore Wealth Management, LLC 0.00% No change 5,612 $275K
RK Capital Management, LLC 0.29% New 5,600 $274K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 5,600 $274K
Fort Washington Investment Advisors Inc. 0.00% Reduce -0.0% 5,593 $274K
First Merchants Corp. 0.01% Reduce -32.2% 5,579 $273K
Northstar Advisory Group, LLC 0.16% New 5,560 $272K
Cobblestone Asset Management LLC 0.18% Add +0.0% 5,557 $272K
Elequin Capital, LP 0.19% New 5,578 $272K
Compass Ion Advisors, LLC 0.04% No change 5,526 $272K
IFG Advisory, LLC 0.02% New 5,543 $272K
Wrapmanager Inc. 0.07% Reduce -28.1% 5,536 $271K
Hyman Charles D 0.02% No change 5,539 $271K
Parallax Volatility Advisers, L.P. 0.01% Reduce -9.1% 5,512 $270K
Private Trust Co. NA 0.03% Reduce -5.2% 5,479 $268K
HF Advisory Group, LLC 0.14% Add +0.6% 5,464 $268K
Lake Street Advisors Group, LLC 0.01% Reduce -3.5% 5,463 $268K
OLIO Financial Planning 0.11% No change 5,676 $267K
MKT Advisors LLC 0.13% Add +0.5% 5,387 $267K
Capital Analysts, LLC 0.01% Add +22.3% 5,428 $266K
IFP Advisors, Inc 0.01% Reduce -17.9% 5,418 $265K
Sfmg, LLC 0.02% No change 5,405 $265K
Lantern Wealth Advisors, LLC 0.19% Add +0.2% 5,401 $265K
Meridian Wealth Management, LLC 0.03% New 5,389 $264K
Birchcreek Wealth Management, LLC 0.15% No change 5,351 $262K
Nabity-Jensen Investment Management Inc 0.21% No change 5,336 $261K
Keel Point, LLC 0.02% New 4,741 $261K
Dividend Assets Capital, LLC 0.05% No change 5,326 $261K
United Advisor Group, LLC 0.08% New 5,311 $260K
Boltwood Capital Management 0.08% Reduce -11.7% 5,304 $260K
Flputnam Investment Management Co. 0.00% Add +10.5% 5,303 $260K
Stokes Family Office, LLC 0.03% Add +7.1% 5,293 $259K
Siemens Fonds Invest GmbH 0.02% Reduce -40.0% 5,286 $259K
FNY Investment Advisers, LLC 0.18% New 5,300 $259K
Ostrum Asset Management 0.02% Reduce -7.2% 5,274 $258K
Adirondack Trust Co. 0.10% No change 5,248 $257K
Cornerstone Wealth Management, LLC 0.02% Add +21.3% 5,244 $257K
M Holdings Securities, Inc. 0.03% New 5,198 $255K
Lion Street Advisors, LLC 0.09% Reduce -0.3% 5,190 $254K
Flynn Zito Capital Management, LLC 0.13% Add +1.0% 5,179 $254K
Campion Asset Management 0.20% Reduce -3.7% 5,166 $253K
Veltria Advisors Corp. 0.09% Add +12.1% 5,161 $253K
Clearbridge Investments, LLC 0.00% Add +14.7% 5,134 $252K
Shelton Capital Management 0.01% Reduce -0.0% 5,130 $251K
Colonial Trust Advisors 0.02% Reduce -0.4% 5,126 $251K
Confluence Wealth Services, Inc. 0.02% Reduce -13.9% 5,125 $251K
Evergreen Capital Management LLC 0.01% Add +7.1% 5,114 $251K
Stoneridge Investment Partners LLC 0.09% Reduce -87.0% 5,109 $250K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.14% New 5,100 $250K
Berger Financial Group, Inc 0.02% No change 5,089 $249K
QRG Capital Management, Inc. 0.00% Reduce -8.3% 5,067 $248K
Independent Financial Group, LLC 0.01% Reduce -4.1% 5,061 $248K
Farther Finance Advisors, LLC 0.01% Add +14.8% 5,154 $247K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -6.9% 5,036 $247K
Longview Financial Advisors, Inc. 0.19% No change 5,006 $245K
A. D. Beadell Investment Counsel, Inc. 0.20% New 5,000 $245K
Citizens National Bank Trust Department 0.05% Reduce -20.7% 4,973 $244K
Northwest Financial Advisors 0.25% Reduce -12.0% 4,940 $242K
Interchange Capital Partners, LLC 0.09% New 4,938 $242K
Apexium Financial, LP 0.02% New 4,925 $241K
Fulton Breakefield Broenniman LLC 0.02% Reduce -2.3% 4,911 $241K
Concord Wealth Partners 0.04% Add +1.6% 4,907 $240K
Symmetry Partners, LLC 0.01% No change 4,905 $240K
Chesapeake Wealth Management 0.09% Reduce -12.0% 4,886 $239K
Bogart Wealth, LLC 0.01% Reduce -5.5% 4,849 $238K
Commonwealth Financial Services, LLC 0.05% Reduce -3.8% 4,809 $237K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -0.2% 4,840 $237K
Kingfisher Capital LLC 0.06% Reduce -9.8% 4,841 $237K
Walker Asset Management, LLC 0.16% Add +1.3% 4,828 $237K
Wolverine Asset Management LLC 0.02% No change 4,799 $235K
Waldron Private Wealth LLC 0.01% Add +12.7% 4,757 $233K
Investment Partners Asset Management, Inc. 0.21% Reduce -2.3% 4,729 $232K
Spinnaker Trust 0.01% No change 4,657 $228K
Fisher Asset Management 0.00% Add +11.9% 4,647 $228K
Continuum Advisory, LLC 0.03% Reduce -5.7% 4,641 $227K
LifePlan Financial, LLC 0.21% Reduce -7.2% 4,632 $227K
Vantage Consulting Group Inc 0.17% Reduce -6.5% 4,626 $227K
Chicago Partners Investment Group LLC 0.01% Reduce -19.0% 4,257 $227K
Harbour Trust & Investment Management Co 0.03% Reduce -35.8% 4,596 $225K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,600 $225K
Lantz Financial LLC 0.07% Reduce -21.2% 4,588 $225K
Resources Management Corp. /CT/ 0.03% Reduce -6.7% 4,549 $223K
CX Institutional 0.01% Add +6.0% 4,550 $223K
Meridian Financial Advisors, LLC 0.16% Add +3.0% 4,535 $222K
First Command Advisory Services, Inc. 0.00% Reduce -19.9% 4,527 $222K
Sage Mountain Advisors LLC 0.02% New 4,525 $222K
CW Advisors, LLC 0.00% Reduce -3.9% 4,515 $221K
Sunpointe, LLC 0.14% Reduce -24.7% 4,492 $220K
Jaffetilchin Investment Partners, LLC 0.02% Add +7.4% 4,449 $218K
Epoch Investment Partners, Inc. 0.00% No change 4,445 $218K
Aspect Partners, LLC 0.13% Add +212.8% 4,438 $217K
Athena Investment Management 0.13% Reduce -1.1% 4,426 $217K
King Luther Capital Management Corp. 0.00% New 4,420 $217K
Mather Group, Llc. 0.00% Add +11.2% 4,399 $216K
Regal Investment Advisors LLC 0.01% Add +0.5% 4,416 $216K
NorthStar Asset Management LLC 0.15% New 4,410 $216K
Kepos Capital LP 0.08% Reduce -22.1% 4,403 $216K
Edgestream Partners, L.P. 0.01% New 4,374 $214K
CJM Wealth Advisers, Ltd. 0.08% Reduce -6.3% 4,433 $213K
Pinion Investment Advisors, LLC 0.11% Reduce -4.0% 4,321 $212K
Prosperity Consulting Group, LLC 0.03% Reduce -9.0% 4,318 $212K
Pier 88 Investment Partners LLC 0.23% No change 4,315 $211K
Newman Dignan & Sheerar, Inc. 0.05% No change 4,300 $211K
Chapin Davis, Inc. 0.07% Add +3.0% 4,292 $210K
Visionary Wealth Advisors 0.01% Reduce -11.8% 4,274 $209K
Hunter Associates Investment Management LLC 0.04% Reduce -2.2% 4,222 $208K
Meyer Handelman Co. 0.01% Reduce -30.5% 4,233 $207K
Essex Bank 0.06% New 4,205 $206K
Heritage Wealth Management, Inc. 0.07% — 4,195 $206K
MTM Investment Management, LLC 0.08% No change 4,200 $206K
Alliance Wealth Advisors, LLC 0.13% No change 4,198 $206K
MidAtlantic Capital Management, Inc. 0.17% Reduce -10.0% 4,195 $206K
Glass Jacobson Investment Advisors llc 0.07% Reduce -5.1% 4,186 $205K
Institute for Wealth Management, LLC. 0.03% Reduce -9.8% 4,179 $205K
Provenance Wealth Advisors, LLC 0.03% No change 4,176 $205K
Gateway Investment Advisers LLC 0.00% Reduce -23.4% 4,170 $204K
Novak & Powell Financial Services, Inc. 0.13% Add +0.9% 4,156 $204K
David J Yvars Group 0.13% New 4,141 $203K
Arkadios Wealth Advisors 0.01% New 4,141 $203K
Wealth Quarterback LLC 0.11% Reduce -5.9% 4,130 $202K
Sterling Investment Counsel, LLC 0.08% Reduce -21.3% 4,101 $201K
Cahaba Wealth Management, Inc. 0.02% New 4,086 $200K
Register Financial Advisors LLC 0.10% Reduce -8.7% 4,048 $198K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -88.4% 3,988 $195K
Gradient Investments LLC 0.00% Add +232.3% 3,915 $192K
WASHINGTON TRUST Co 0.01% Reduce -33.3% 3,894 $191K
North Star Investment Management Corp. 0.01% Reduce -22.6% 3,837 $188K
Lanark Financial, Inc. 0.02% Reduce -51.8% 3,800 $186K
Widmann Financial Services, Inc. 0.15% New 3,780 $185K
Brown, Lisle/Cummings, Inc. 0.06% Add +35.7% 3,766 $185K
Delta Asset Management LLC 0.02% Reduce -11.7% 3,765 $184K
Front Row Advisors LLC 0.06% Reduce -7.4% 3,735 $183K
AdvisorNet Financial, Inc 0.02% Reduce -6.7% 3,726 $183K
Tompkins Financial Corp. 0.02% No change 3,720 $182K
Grove Bank & Trust 0.03% Reduce -13.0% 3,642 $178K
State of Wyoming 0.03% New 3,457 $169K
William B. Walkup & Associates, Inc. 0.11% — 3,408 $167K
Ransom Advisory, Ltd 0.08% No change 3,400 $167K
GeoWealth Management, LLC 0.01% New 3,337 $164K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,155 $162K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +0.4% 3,195 $157K
Smartleaf Asset Management LLC 0.03% Add +31.0% 3,104 $154K
Richardson Financial Services Inc. 0.11% Reduce -14.9% 3,120 $153K
Quent Capital, LLC 0.02% Reduce -9.4% 3,071 $150K
Mechanics Financial Corp 0.08% No change 3,000 $147K
Pittenger & Anderson Inc. 0.01% No change 3,000 $147K
Hilltop National Bank 0.05% Add +7.2% 2,938 $144K
Sound Income Strategies, LLC 0.01% Reduce -2.4% 2,926 $143K
Y.D. More Investments Ltd 0.01% New 2,889 $142K
Dynamic Wealth Strategies, LLC 0.12% Add +0.5% 2,785 $136K
CVA Family Office, LLC 0.02% Add +1.1% 2,753 $135K
Rosenberg Matthew Hamilton 0.04% Reduce -0.3% 2,775 $133K
HHM Wealth Advisors, LLC 0.02% Add +80.9% 2,683 $131K
Cromwell Holdings LLC 0.08% — 2,666 $131K
Dakota Community Bank & Trust NA 0.69% Reduce -4.0% 2,611 $128K
Motco 0.01% No change 2,599 $127K
Versant Capital Management, Inc 0.03% Add +15.2% 2,552 $125K
Sittner & Nelson, LLC 0.06% No change 2,548 $125K
S.A. Mason LLC 0.07% No change 2,498 $122K
Valley National Advisers Inc. 0.02% Add +8.6% 2,504 $122K
Sachetta, LLC 0.05% Add +3.2% 2,248 $120K
Duncker Streett & Co. Inc. 0.02% No change 2,435 $119K
Centerpoint Advisors, LLC 0.04% No change 2,430 $119K
Hall Laurie J Trustee 0.04% No change 2,425 $119K
Ashton Thomas Private Wealth, LLC 0.01% New 2,421 $119K
Parkside Financial Bank & Trust 0.02% Add +1.5% 2,337 $115K
Burkett Financial Services, LLC 0.06% Add +1.3% 2,327 $114K
First Financial Corp. 0.06% Reduce -11.7% 2,300 $113K
Alta Advisers Ltd 0.05% Add +15.0% 2,300 $113K
Independence Bank of Kentucky 0.03% Reduce -42.1% 2,280 $112K
Jamison Private Wealth Management, Inc. 0.02% Add +0.6% 2,277 $112K
Bray Capital Advisors 0.03% Add +68.6% 2,274 $111K
First Foundation Advisors 0.00% Add +1.8% 2,258 $111K
NFSG Corp 0.04% Add +380.0% 2,232 $109K
Allianz SE 0.00% No change 2,100 $103K
Macroview Investment Management LLC 0.11% No change 2,051 $100K
Carolinas Wealth Consulting LLC 0.02% Reduce -44.3% 2,051 $100K
Hobbs Group Advisors, LLC 0.04% — 2,046 $100K
Washington Trust Advisors, Inc. 0.01% No change 2,000 $98K
Evolution Advisers, Inc. 0.05% Reduce -51.2% 1,957 $95K
Sawyer & Company, Inc 0.04% Reduce -7.2% 1,944 $95K
Institutional & Family Asset Management, LLC 0.01% Reduce -5.0% 1,900 $93K
Crewe Advisors LLC 0.01% No change 1,884 $92K
Financial Gravity Asset Management, Inc. 0.02% No change 1,873 $92K
Deseret Mutual Benefit Administrators 0.04% No change 1,850 $91K
Tradewinds Capital Management, LLC 0.03% Add +1.3% 1,809 $89K
EdgeRock Capital LLC 0.07% New 1,779 $87K
Union Savings Bank 0.05% No change 1,770 $87K
MeadowBrook Investment Advisors LLC 0.08% Reduce -53.7% 1,720 $84K
Laurel Wealth Advisors LLC 0.01% No change 1,715 $84K
SOA Wealth Advisors, LLC. 0.02% Add +0.6% 1,708 $84K
Leonteq Securities AG 0.01% New 1,708 $84K
Unique Wealth Strategies, LLC 0.04% New 1,629 $80K
Ossiam 0.00% Reduce -65.5% 1,613 $79K
Riggs Asset Managment Co. Inc. 0.02% No change 1,612 $79K
Cultivar Capital, Inc. 0.07% New 1,603 $79K
Evermay Wealth Management LLC 0.01% Reduce -11.1% 1,602 $78K
Global Trust Asset Management, LLC 0.03% Reduce -0.6% 1,594 $78K
Chris Bulman Inc 0.05% — 1,581 $77K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,525 $75K
Piscataqua Savings Bank 0.07% No change 1,517 $74K
Sugarloaf Wealth Management, LLC 0.01% New 1,500 $74K
Harbor Investment Advisory, LLC 0.01% Reduce -9.3% 1,426 $70K
FWL Investment Management, LLC 0.03% No change 1,390 $68K
ORG Partners LLC 0.01% Add +154.1% 1,418 $68K
Gen-Wealth Partners Inc 0.03% Reduce -61.9% 1,346 $66K
Venturi Wealth Management, LLC 0.00% Add +158.1% 1,342 $66K
Pinnacle Bancorp, Inc. 0.02% Reduce -33.7% 1,336 $65K
Strategic Investment Solutions, Inc. 0.02% — 1,072 $64K
Princeton Global Asset Management LLC 0.01% Add +2254.6% 1,295 $63K
Covestor Ltd 0.04% Reduce -22.0% 1,287 $63K
Coppell Advisory Solutions LLC 0.01% — 1,253 $61K
Logan Capital Management Inc. 0.00% Reduce -13.7% 1,250 $61K
Addison Advisors LLC 0.02% Reduce -0.4% 1,184 $58K
CKW Financial Group 0.01% No change 1,200 $58K
Oliver Lagore Vanvalin Investment Group 0.02% Add +78.7% 1,142 $56K
Private Wealth Management Group, LLC 0.02% No change 1,127 $55K
Byrne Asset Management LLC 0.05% Reduce -15.4% 1,100 $55K
Financial Management Professionals, Inc. 0.01% Reduce -5.8% 1,097 $54K
Bruce G. Allen Investments, LLC 0.05% Add +5.8% 1,099 $54K
GPS Wealth Strategies Group, LLC 0.01% Reduce -22.0% 1,084 $53K
Silvant Capital Management LLC 0.00% No change 1,071 $52K
Community Bank, N.A. 0.01% Reduce -94.0% 1,055 $52K
Glen Eagle Advisors, LLC 0.01% Reduce -54.5% 1,025 $50K
Friedenthal Financial 0.03% New 1,006 $49K
Trifecta Capital Advisors, LLC 0.01% No change 1,000 $49K
Atwood & Palmer Inc. 0.00% No change 1,000 $49K
Beacon Capital Management, LLC 0.01% Add +5.3% 995 $49K
SIMA Wealth Partners, LLC 0.05% — 989 $48K
Gleason Group, Inc. 0.01% Add +9.3% 987 $48K
Webster Bank, N. A. 0.01% Reduce -43.4% 979 $48K
Oakworth Capital, Inc. 0.00% No change 950 $47K
City State Bank 0.02% Reduce -2.9% 936 $46K
Western Pacific Wealth Management, LP 0.03% No change 932 $46K
SWAN Capital LLC 0.02% New 922 $45K
Compass Wealth Management LLC 0.01% No change 900 $44K
Canton Hathaway, LLC 0.01% No change 900 $44K
GW&K Investment Management, LLC 0.00% Add +10.7% 870 $43K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -14.7% 870 $43K
Bank & Trust Co 0.03% — 834 $41K
Missouri Trust & Investment Co 0.02% No change 825 $40K
Briaud Financial Planning Inc 0.02% No change 819 $40K
FSC Wealth Advisors, LLC 0.03% Add +14.7% 782 $38K
Avior Wealth Management, LLC 0.00% Reduce -91.3% 777 $38K
MV Capital Management, Inc. 0.00% Add +19.7% 772 $38K
Lynx Investment Advisory 0.03% — 760 $37K
American Capital Advisory, LLC 0.03% No change 790 $37K
Hanson & Doremus Investment Management 0.01% Reduce -76.7% 752 $37K
Janiczek Wealth Management, LLC 0.01% No change 734 $36K
Redwood Wealth Management Group, LLC 0.03% New 733 $36K
Kimelman & Baird, LLC 0.00% — 730 $36K
Opal Wealth Advisors, LLC 0.01% New 723 $35K
Aspire Private Capital, LLC 0.01% Reduce -7.6% 716 $35K
Viking Fund Management LLC 0.01% No change 700 $34K
Capital Advisors, Ltd. LLC 0.00% Add +1.2% 670 $33K
Triad Wealth Partners, LLC 0.02% New 664 $33K
Carmichael Hill & Associates, Inc. 0.01% Add +1.4% 661 $32K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -13.3% 653 $32K
Rise Advisors, LLC 0.02% Add +6.4% 649 $32K
Millburn Ridgefield LLC 0.00% Reduce -13.4% 647 $32K
Catalyst Capital Advisors LLC 0.00% Reduce -13.4% 647 $32K
Center for Financial Planning, Inc. 0.00% Reduce -36.9% 641 $31K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -38.4% 628 $31K
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% No change 579 $28K
Blue Bell Private Wealth Management, LLC 0.01% No change 577 $28K
Semmax Financial Advisors Inc. 0.01% Reduce -50.7% 504 $28K
Optimum Investment Advisors 0.01% No change 563 $28K
Boyd Watterson Asset Management LLC 0.01% No change 557 $27K
Family Firm, Inc. 0.01% New 557 $27K
Clearstead Trust, LLC 0.01% No change 538 $26K
Bangor Savings Bank 0.00% Reduce -0.6% 503 $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
Dagco, Inc. 0.01% Add +0.6% 491 $24K
Cyrus J. Lawrence, LLC 0.00% New 500 $24K
Riverview Trust Co 0.02% No change 484 $24K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 468 $23K
Providence Capital Advisors, LLC 0.00% Add +89.3% 458 $22K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 430 $21K
Operose Advisors LLC 0.01% Reduce -84.9% 425 $21K
First Personal Financial Services 0.00% Reduce -19.6% 410 $20K
MCF Advisors LLC 0.00% Reduce -39.9% 407 $20K
Annapolis Financial Services, LLC 0.01% Reduce -18.2% 400 $20K
Monetary Management Group Inc. 0.01% No change 400 $20K
DecisionPoint Financial, LLC 0.01% No change 355 $19K
Tyler-Stone Wealth Management 0.01% No change 383 $19K
American National Bank & Trust 0.00% New 382 $19K
Wolff Wiese Magana LLC 0.01% No change 373 $18K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Add +22.4% 360 $18K
Creative Financial Designs Inc. 0.00% Reduce -7.4% 361 $18K
Bell Investment Advisors, Inc 0.00% Add +2.9% 352 $17K
Sit Investment Associates Inc. 0.00% No change 349 $17K
Richard W. Paul & Associates, LLC 0.01% Reduce -5.0% 344 $17K
CGC Financial Services, LLC 0.01% No change 339 $17K
Archer Investment Corp 0.00% Add +149.3% 339 $17K
Benjamin Edwards Inc. 0.00% No change 330 $16K
West Financial Advisors, LLC 0.00% No change 326 $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
Arax Advisory Partners 0.00% Add +4.0% 309 $15K
Bare Financial Services, Inc 0.01% No change 282 $15K
ESL Trust Services, LLC 0.00% No change 300 $15K
Northwest Bank & Trust Co 0.01% New 294 $14K
JFS Wealth Advisors, LLC 0.00% Add +2.5% 291 $14K
Field & Main Bank 0.01% Reduce -52.5% 290 $14K
Johnson Financial Group, Inc. 0.00% Add +10.6% 282 $14K
Miller Wealth Advisors, LLC 0.01% No change 280 $14K
Abound Wealth Management 0.00% No change 272 $13K
Raffa Wealth Management, LLC 0.00% Add +283.6% 257 $13K
Pineridge Advisors LLC 0.00% No change 251 $12K
CBIZ Investment Advisory Services, LLC 0.00% No change 250 $12K
Legacy Bridge, LLC 0.01% No change 245 $12K
Vermillion & White Wealth Management Group, LLC 0.01% No change 243 $12K
Kelly Financial Services LLC 0.00% Add +1.3% 236 $12K
Pingora Partners LLC 0.01% Add +176.5% 235 $12K
McIlrath & Eck, LLC 0.00% No change 230 $11K
Cornerstone Planning Group LLC 0.00% Add +16.9% 208 $11K
Stephens Consulting, LLC 0.00% New 217 $11K
West Paces Advisors Inc. 0.00% No change 213 $10K
Winch Advisory Services, LLC 0.00% Add +0.9% 212 $10K
Perritt Capital Management Inc 0.01% Add +1.4% 210 $10K
Westside Investment Management, Inc. 0.00% No change 210 $10K
HBC Financial Services, PLLC 0.01% No change 200 $10K
Avion Wealth 0.00% Add +16.9% 208 $10K
Bollard Group LLC 0.00% No change 198 $10K
Cetera Trust Company, N.A 0.01% No change 200 $10K
RE Dickinson Investment Advisors, LLC 0.01% No change 200 $10K
GoalVest Advisory LLC 0.00% No change 200 $10K
Albion Financial Group 0.00% Reduce -75.0% 200 $10K
SYSTM Wealth Solutions LLC 0.00% Reduce -98.3% 192 $9K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -95.1% 183 $9K
WR Wealth Planners, LLC 0.00% Reduce -18.0% 178 $9K
Cape Investment Advisory, Inc. 0.00% Add +14.0% 171 $8K
Ramirez Asset Management, Inc. 0.00% No change 166 $8K
Baldwin Wealth Partners LLC 0.00% No change 166 $8K
PSI Advisors, LLC 0.00% Add +170.0% 162 $8K
Security National Bank 0.00% No change 159 $8K
Larson Financial Group LLC 0.00% Add +117.8% 159 $8K
Nemes Rush Group LLC 0.00% No change 154 $8K
Pacifica Partners Inc. 0.00% Add +102.7% 152 $7K
Barrett & Company, Inc. 0.00% No change 150 $7K
Trust Co 0.00% Reduce -76.9% 150 $7K
Core Alternative Capital 0.00% No change 149 $7K
Anfield Capital Management, LLC 0.00% New 147 $7K
Newton One Investments LLC 0.00% Add +1.4% 141 $7K
Accordant Advisory Group Inc 0.01% No change 141 $7K
Wetzel Investment Advisors, Inc. 0.00% No change 140 $7K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.3% 140 $7K
Mb, Levis & Associates, LLC 0.00% Add +0.8% 133 $7K
Fairscale Capital, LLC 0.01% — 127 $7K
AlphaMark Advisors, LLC 0.00% No change 125 $6K
Mfa Wealth Advisors, LLC 0.00% New 120 $6K
Clear Point Advisors Inc. 0.00% No change 119 $6K
Prestige Wealth Management Group LLC 0.00% Reduce -47.2% 114 $6K
Highline Wealth Partners LLC 0.00% Add +286.2% 112 $5K
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
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +23.8% 104 $5K
Mascoma Wealth Management LLC 0.00% No change 100 $5K
Tucker Asset Management LLC 0.00% Reduce -76.3% 91 $4K
Kozak & Associates, Inc. 0.00% Add +2.3% 88 $4K
Signature Resources Capital Management, LLC 0.00% No change 86 $4K
Rakuten Securities, Inc. 0.00% Reduce -89.7% 82 $4K
Dunhill Financial, LLC 0.00% Add +24.6% 81 $4K
Rogco, LP 0.00% Reduce -19.2% 80 $4K
Morton Brown Family Wealth, LLC 0.00% Reduce -51.7% 72 $4K
Centennial Bank 0.00% New 71 $3K
Quarry LP 0.00% Reduce -77.6% 65 $3K
Legend Financial Advisors, Inc. 0.00% Reduce -17.1% 63 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 62 $3K
Penserra Capital Management LLC 0.00% Reduce -4.3% 66 $3K
Bellevue Asset Management, LLC 0.00% No change 58 $3K
Thompson Investment Management, Inc. 0.00% Reduce -81.1% 56 $3K
WealthCollab, LLC 0.00% No change 54 $3K
Scarborough Advisors, LLC 0.00% No change 50 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 50 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 44 $2K
Planning Capital Management Corp 0.00% No change 44 $2K
Financial Network Wealth Advisors LLC 0.00% New 41 $2K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 41 $2K
Coston, McIsaac & Partners 0.00% Add +60.0% 56 $2K
Tidemark, LLC 0.00% No change 33 $2K
Qube Research & Technologies Ltd 0.00% Reduce -99.7% 29 $1K
Atlas Capital Advisors Inc. 0.00% No change 28 $1K
SJS Investment Consulting Inc. 0.00% Add +26.3% 24 $1K
Redmont Wealth Advisors LLC 0.00% No change 22 $1K
Nvwm, LLC 0.00% Add +31.3% 21 $1K
Transamerica Financial Advisors, LLC 0.00% No change 9 $1K
PrairieView Partners, LLC 0.00% No change 24 $1K
Stone House Investment Management, LLC 0.00% New 20 $980
Great Lakes Retirement, Inc. 0.00% New 16 $784
Iron Horse Wealth Management, LLC 0.00% No change 15 $735
Ruedi Wealth Management, Inc. 0.00% New 13 $637
True Wealth Design, LLC 0.00% No change 13 $637
Fortis Group Advisors, LLC 0.00% Reduce -99.9% 13 $637
TFC Financial Management, Inc. 0.00% New 13 $637
ClariVest Asset Management LLC 0.00% No change 11 $546
WestEnd Advisors, LLC 0.00% Reduce -15.4% 11 $539
Valued Wealth Advisors LLC 0.00% No change 2 $98
AlphaQuest LLC 0.00% Reduce -96.3% 1 $49
Creative Capital Management Investments LLC 0.00% New 1 $49
McClarren Financial Advisors, Inc. 0.00% New 49 $36

"% of holder's portfolio" is D's weight in each manager's 13F, not the share of Dominion Energy Inc. the manager owns.