Dominion EnergyD

13F holders, Q3 2024 (September 30)
1,352holders +77
150new positions
78sold out
6famous investors
$57.74avg. 13F price*

At the end of Q3 2024, 1,352 institutions reported holding Dominion Energy Inc. (D) in their 13F filings, up 77 from Q2 2024. 150 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($5.1B), BlackRock, Inc. ($3.8B) and State Street Corp. ($2.6B). 6 famous investors held it, including Steve Cohen (0.5% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions150$201.7M
Exits78$121.4M

All 13F filers, Q2 2024 → Q3 2024: 29,737,340 shares bought and 28,377,086 shares sold, net +1,360,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,352 holders

Vanguard Group Inc. 0.09% Add +1.1% 88,839,097 $5.1B
BlackRock, Inc. 0.08% — 66,464,390 $3.8B
State Street Corp. 0.10% Add +3.2% 44,297,832 $2.6B
Massachusetts Financial Services Co. 0.51% Reduce -0.5% 29,500,712 $1.7B
JPMorgan Chase & Co. 0.13% Add +4.5% 28,620,242 $1.7B
Capital Research Global Investors 0.31% Add +0.8% 25,786,618 $1.5B
Dodge & Cox 0.74% Reduce -0.6% 22,687,873 $1.3B
Geode Capital Management, LLC 0.08% Add +2.1% 17,875,221 $1.0B
T. Rowe Price Associates Inc. 0.11% Reduce -11.8% 17,102,011 $988.3M
Wellington Management Group LLP 0.15% Reduce -1.5% 15,235,245 $880.4M
Bank of New York Mellon Corp 0.15% Reduce -7.4% 13,869,852 $801.5M
Bank of America Corp. 0.06% Add +4.6% 11,609,448 $670.9M
Canada Pension Plan Investment Board 0.62% Add +0.1% 11,387,722 $658.1M
Invesco Ltd. 0.11% Reduce -2.4% 10,257,672 $592.8M
Franklin Resources Inc. 0.14% Add +4.8% 8,718,747 $496.4M
Morgan Stanley 0.04% Add +0.9% 8,490,592 $490.7M
Norges Bank 0.07% Add +1.8% 8,478,499 $490.0M
Hotchkis & Wiley Capital Management LLC 1.62% Add +63.5% 8,436,875 $487.6M
Northern Trust Corp. 0.08% Reduce -3.6% 7,985,532 $461.5M
Legal & General Group Plc 0.11% Reduce -3.4% 7,226,810 $417.6M
Goldman Sachs Group Inc. 0.07% Add +10.5% 6,667,408 $385.3M
Charles Schwab Investment Management Inc. 0.06% Add +0.8% 5,164,929 $298.5M
Royal Bank of Canada 0.06% Reduce -2.9% 4,823,290 $278.7M
ClearBridge Investments Ltd 6.46% Reduce -11.4% 4,465,238 $258.0M
Mitsubishi UFJ Trust & Banking Corp 0.58% Add +0.7% 4,432,496 $256.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.00% Reduce -26.1% 4,273,270 $247.0M
Wells Fargo & Company 0.06% Reduce -9.9% 4,255,487 $245.9M
Magellan Asset Management Ltd 2.41% Reduce -6.5% 4,194,148 $242.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +3.5% 3,881,411 $224.3M
California Public Employees Retirement System 0.16% Reduce -4.4% 3,859,015 $223.0M
UBS Group AG 0.06% Add +36.1% 3,801,323 $219.7M
FMR LLC 0.01% Add +20.6% 3,800,024 $219.6M
London Co. of Virginia 0.94% Reduce -7.2% 3,089,879 $178.6M
Nuveen Asset Management, LLC 0.05% Reduce -45.5% 2,799,469 $161.8M
Caisse de depot et placement du Quebec 0.30% Add +10.8% 2,652,194 $153.3M
Cohen & Steers, Inc. 0.27% Add +53.2% 2,600,276 $150.3M
Swiss National Bank 0.09% Add +0.3% 2,488,020 $143.8M
Barclays PLC 0.06% Add +19.8% 2,452,701 $141.7M
National Pension Service 0.14% Add +10.3% 2,421,572 $139.9M
Thompson Siegel & Walmsley LLC 2.08% Reduce -9.6% 2,389,780 $138.1M
Pictet Asset Management Holding SA 0.15% Reduce -6.2% 2,340,671 $135.3M
Neuberger Berman Group LLC 0.11% Reduce -30.5% 2,334,358 $134.8M
Federated Hermes, Inc. 0.29% Reduce -59.8% 2,312,581 $133.6M
Point72 Asset Management 0.46% Add +10324.8% 2,250,811 $130.1M
Dimensional Fund Advisors LP 0.03% Add +0.8% 2,144,993 $123.9M
Amundi 0.04% Add +129.7% 2,139,692 $121.6M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +1.3% 1,920,479 $111.0M
Deutsche Bank AG 0.04% Add +54.6% 1,775,795 $102.6M
HSBC Holdings PLC 0.06% Add +6.6% 1,761,791 $101.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.58% Reduce -5.2% 1,594,486 $92.1M
Empyrean Capital Partners, LP 5.65% No change 1,572,000 $90.8M
Ameriprise Financial Inc. 0.02% Reduce -9.3% 1,560,787 $90.2M
Jupiter Asset Management Ltd. 0.73% Add +4.3% 1,444,909 $83.5M
Manufacturers Life Insurance Company, The 0.07% Reduce -1.9% 1,437,080 $83.0M
Rhumbline Advisers 0.07% Reduce -2.7% 1,425,049 $82.4M
BNP Paribas Financial Markets 0.08% Add +16.0% 1,408,495 $81.4M
Citigroup Inc. 0.07% Reduce -18.7% 1,313,702 $75.9M
Arrowstreet Capital, Limited Partnership 0.06% New 1,309,324 $75.7M
Raymond James & Associates 0.05% Reduce -26.3% 1,302,487 $75.3M
Jennison Associates LLC 0.05% Add +6.8% 1,261,170 $72.9M
Duff & Phelps Investment Management Co. 0.82% No change 1,238,640 $71.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +9.0% 1,223,248 $70.7M
American Century Companies Inc. 0.04% Add +599.4% 1,223,185 $70.7M
Assenagon Asset Management S.A. 0.14% Add +707.4% 1,211,939 $70.0M
Maple-Brown Abbott Ltd 6.77% Reduce -5.6% 1,180,450 $68.2M
Envestnet Asset Management Inc. 0.02% Reduce -25.5% 1,153,709 $66.7M
PNC Financial Services Group, Inc. 0.04% Reduce -4.8% 1,138,288 $65.8M
Ensign Peak Advisors, Inc 0.11% Reduce -17.5% 1,080,338 $62.4M
LPL Financial LLC 0.03% Reduce -20.5% 1,068,024 $61.7M
California State Teachers Retirement System 0.07% Reduce -6.4% 1,043,371 $60.3M
Natixis Advisors, LLC 0.11% Add +36.8% 1,009,287 $58.3M
Alliancebernstein L.P. 0.02% Reduce -5.0% 1,009,146 $58.3M
New York State Common Retirement Fund 0.08% Add +1.7% 991,155 $57.3M
Russell Investments Group, Ltd. 0.08% Add +8.0% 990,062 $57.2M
Principal Financial Group Inc. 0.03% Add +4.6% 951,763 $55.0M
Los Angeles Capital Management LLC 0.22% Add +2729.8% 933,087 $53.9M
State Board of Administration of Florida Retirement System 0.10% Reduce -2.7% 917,345 $53.0M
Bank of Montreal 0.02% Add +9.4% 907,946 $51.9M
Mackenzie Financial Corp. 0.07% Add +4.4% 890,601 $51.5M
Macquarie Group Ltd. 0.05% Reduce -3.4% 868,253 $50.2M
Schroder Investment Management Group 0.05% Add +119.4% 802,036 $45.8M
1832 Asset Management L.P. 0.07% Reduce -47.6% 721,895 $41.7M
New York State Teachers Retirement System 0.08% Reduce -4.7% 696,265 $40.2M
Korea Investment CORP 0.09% Add +3.2% 679,685 $39.3M
Balyasny Asset Management L.P. 0.10% Add +277.2% 641,253 $37.1M
STRS Ohio 0.14% Reduce -0.5% 636,004 $36.8M
Victory Capital Management Inc. 0.03% Reduce -5.6% 610,535 $35.3M
Poplar Forest Capital LLC 4.74% Reduce -0.1% 602,487 $34.8M
Janney Montgomery Scott LLC 0.10% Reduce -13.4% 599,236 $34.6M
Commonwealth Equity Services, LLC 0.05% Add +2.0% 574,940 $33.2M
Allianz Asset Management GmbH 0.05% Reduce -0.2% 566,186 $32.7M
Brandywine Global Investment Management, LLC 0.21% Add +10.7% 550,651 $31.3M
GW Henssler & Associates Ltd. 1.76% Add +2.6% 539,499 $31.2M
State of Wisconsin Investment Board 0.08% Add +5.4% 533,808 $30.8M
Vaughan David Investments LLC 0.71% Add +3.8% 531,599 $30.7M
Prudential Financial Inc. 0.04% Reduce -1.8% 524,301 $30.3M
Sei Investments Co. 0.04% Add +14.7% 520,429 $30.1M
Stifel Financial Corp. 0.03% Reduce -18.9% 499,307 $28.9M
National Bank of Canada 0.04% Add +61.0% 467,014 $27.0M
Cwm, LLC 0.12% Reduce -1.7% 465,708 $26.9M
Treasurer of the State of North Carolina 0.11% Add +25.8% 458,839 $26.5M
Tortoise Capital Advisors, L.L.C. 0.34% Reduce -36.6% 454,387 $26.3M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -1.4% 453,662 $26.2M
Gabelli Funds LLC 0.19% Reduce -0.8% 439,200 $25.4M
DAVENPORT & Co LLC 0.15% Reduce -3.7% 436,283 $25.2M
CANADA LIFE ASSURANCE Co 0.04% Add +6.6% 426,608 $24.7M
Truist Financial Corp. 0.04% Reduce -28.1% 423,887 $24.5M
Energy Income Partners, LLC 0.51% Add +58.7% 414,995 $24.0M
Alps Advisors Inc. 0.16% Reduce -5.5% 414,304 $23.9M
Yaupon Capital Management LP 1.59% Reduce -21.8% 410,973 $23.8M
Swiss Life Asset Management Ltd 0.27% Reduce -1.8% 406,498 $23.5M
Crawford Investment Counsel Inc. 0.39% New 398,736 $23.0M
AQR Capital Management 0.03% Add +1083.5% 399,412 $22.9M
HighTower Advisors, LLC 0.03% Add +35.0% 394,423 $22.8M
Public Employees Retirement System of Ohio 0.09% Reduce -0.8% 373,697 $21.6M
Lazard Asset Management LLC 0.03% Reduce -39.1% 372,974 $21.6M
Toronto Dominion Bank 0.04% Add +41.7% 370,895 $21.4M
CBRE Investment Management Listed Real Assets LLC 0.34% No change 369,494 $21.4M
Godsey & Gibb, Inc. 2.02% Reduce -0.6% 365,089 $21.1M
Squarepoint Ops LLC 0.07% Add +155.4% 364,216 $21.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -1.3% 357,705 $20.7M
Aberdeen Group plc 0.04% Add +16.2% 358,900 $20.7M
SG Americas Securities, LLC 0.08% Add +63.4% 350,847 $20.3M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -5.8% 346,878 $20.0M
Forsta Ap-Fonden 0.15% Add +4.7% 338,100 $19.5M
Pathstone Holdings, LLC 0.09% Add +2.6% 338,001 $19.5M
DNB Asset Management AS 0.08% Add +16.7% 316,849 $18.3M
Asset Management One Co., Ltd. 0.06% Add +3.8% 315,645 $18.2M
First Trust Advisors LP 0.02% Reduce -18.1% 314,743 $18.2M
APG Asset Management N.V. 0.12% Reduce -68.1% 349,820 $18.1M
Corient Private Wealth LP 0.03% Reduce -1.3% 311,207 $18.0M
State of New Jersey Common Pension Fund D 0.07% Add +0.4% 306,425 $17.7M
TD Asset Management Inc 0.01% Reduce -0.8% 296,917 $17.0M
Calamos Advisors LLC 0.12% Reduce -2.4% 291,174 $16.8M
General American Investors Co. Inc. 1.16% No change 290,000 $16.8M
Resona Asset Management Co.,Ltd. 0.10% Reduce -1.8% 287,118 $16.6M
AE Wealth Management LLC 0.15% Reduce -2.3% 282,003 $16.3M
State of Tennessee, Department of Treasury 0.06% Reduce -17.8% 277,195 $16.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +2.0% 276,338 $16.0M
Nomura Asset Management Co. Ltd. 0.05% Add +3.4% 275,300 $15.9M
IFM Investors Pty Ltd 0.15% Reduce -3.6% 272,090 $15.7M
RWC Asset Management LLP 1.11% New 267,392 $15.5M
Adage Capital Partners Gp, L.L.C. 0.03% New 265,811 $15.4M
Advisors Asset Management, Inc. 0.28% Reduce -4.0% 263,985 $15.3M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -2.3% 263,655 $15.2M
Cerity Partners LLC 0.03% Add +1.6% 262,249 $15.2M
Empower Advisory Group, LLC 0.05% Reduce -0.4% 252,810 $14.6M
Northwest & Ethical Investments L.P. 0.38% Add +2.0% 251,445 $14.5M
Allspring Global Investments Holdings, LLC 0.02% Add +0.5% 247,770 $14.3M
State of Michigan Retirement System 0.07% Reduce -0.4% 246,767 $14.3M
Van Eck Associates Corp. 0.02% Add +7.3% 232,143 $14.1M
Wedge Capital Management L L P 0.24% Reduce -11.3% 241,555 $14.0M
Creative Planning 0.01% Add +2.1% 240,979 $13.9M
Arizona State Retirement System 0.09% Reduce -1.0% 240,335 $13.9M
Verition Fund Management LLC 0.10% Reduce -64.8% 234,039 $13.5M
MetLife Investment Management, LLC 0.07% Reduce -2.4% 218,127 $12.6M
Gotham Asset Management 0.13% Add +257.2% 213,723 $12.4M
Osaic Holdings, Inc. 0.03% Reduce -2.8% 213,098 $12.3M
Royal London Asset Management Ltd. 0.03% Add +34.7% 208,063 $12.0M
Orion Porfolio Solutions, LLC 0.12% Add +31.7% 204,208 $11.8M
Orion Portfolio Solutions, LLC 0.12% Add +31.7% 204,208 $11.8M
Corebridge Financial, Inc. 0.06% Reduce -2.7% 202,052 $11.7M
Brookstone Capital Management 0.17% Reduce -1.2% 201,001 $11.6M
Captrust Financial Advisors 0.03% Reduce -2.9% 197,739 $11.4M
Kanawha Capital Management LLC 0.82% Reduce -1.4% 196,114 $11.3M
Keybank National Association 0.04% Reduce -5.0% 193,375 $11.2M
Susquehanna International Group, LLP 0.02% Reduce -17.2% 190,779 $11.0M
Public Sector Pension Investment Board 0.06% Add +2.5% 189,918 $11.0M
Cetera Investment Advisers 0.02% Reduce -16.9% 186,495 $10.8M
Voya Investment Management LLC 0.01% Reduce -33.2% 184,368 $10.7M
Comerica Bank 0.04% Reduce -9.4% 184,123 $10.6M
Retirement Systems of Alabama 0.04% Reduce -69.5% 182,776 $10.6M
Guggenheim Capital LLC 0.07% Reduce -8.2% 181,918 $10.5M
CW Advisors, LLC 0.14% Add +3924.9% 181,725 $10.5M
Cary Street Partners Investment Advisory LLC 0.38% Add +0.2% 177,646 $10.3M
Czech National Bank 0.10% Add +7.0% 170,900 $9.9M
Gilman Hill Asset Management, LLC 1.64% Reduce -2.5% 169,863 $9.8M
USS Investment Management Ltd 0.07% Add +2.7% 167,075 $9.7M
Sanctuary Advisors, LLC 0.06% Add +10.2% 165,805 $9.6M
Rockefeller Capital Management L.P. 0.03% Reduce -8.0% 165,564 $9.6M
Amalgamated Bank 0.08% Reduce -2.6% 164,806 $9.5M
One Capital Management, LLC 0.30% Add +4.1% 160,084 $9.3M
Steward Partners Investment Advisory, LLC 0.08% Add +2.5% 154,240 $8.9M
O'shaughnessy Asset Management, LLC 0.08% Add +70.8% 154,827 $8.8M
M&T Bank Corp 0.03% Add +1.5% 152,056 $8.8M
Illinois Municipal Retirement Fund 0.12% No change 149,813 $8.7M
Man Group plc 0.03% Add +1542.2% 149,444 $8.6M
Mn Services Vermogensbeheer B.V. 0.06% Add +3.4% 145,600 $8.4M
Wealthfront Advisers LLC 0.03% Add +0.4% 143,849 $8.3M
DekaBank Deutsche Girozentrale 0.02% Add +7.1% 145,721 $8.3M
CIBC Asset Management Inc 0.03% Reduce -11.5% 142,899 $8.3M
CIBC Private Wealth Group LLC 0.01% Add +1.5% 142,809 $8.3M
Old National Bancorp 0.19% Add +6.8% 140,760 $8.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -12.8% 139,870 $8.1M
Utah Retirement Systems 0.09% Add +0.4% 138,577 $8.0M
Advocate Group LLC 1.44% Add +2.1% 137,466 $7.9M
Oppenheimer Asset Management Inc. 0.10% Reduce -3.2% 137,041 $7.9M
Mariner, LLC 0.01% Reduce -4.1% 134,545 $7.8M
Commerce Bank 0.05% Reduce -4.3% 131,365 $7.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +2.4% 127,463 $7.4M
Focus Partners Wealth 0.02% Add +253.4% 126,878 $7.3M
Madison Asset Management, LLC 0.08% Reduce -19.3% 124,470 $7.2M
Panagora Asset Management Inc. 0.03% Add +52.6% 122,186 $7.1M
Kestra Advisory Services, LLC 0.04% Reduce -9.6% 119,743 $6.9M
Yousif Capital Management, LLC 0.07% Reduce -1.4% 118,814 $6.9M
1834 Investment Advisors Co. 0.80% Add +2.4% 118,224 $6.8M
Quantinno Capital Management LP 0.09% Add +18.8% 118,026 $6.8M
Public Employees Retirement Association of Colorado 0.03% Add +0.0% 116,899 $6.8M
Xponance LLC 0.06% Add +1.9% 116,229 $6.7M
Wesbanco Bank Inc. 0.23% Reduce -1.9% 114,925 $6.6M
AXA S.A. 0.02% Add +23.5% 114,605 $6.6M
Cibc World Markets Corp. 0.05% Add +5.4% 113,788 $6.6M
Everett Harris & Co. 0.08% Add +28.8% 113,129 $6.5M
Glenmede Trust Co. NA 0.03% Add +0.5% 112,818 $6.5M
ProShare Advisors LLC 0.02% Reduce -8.4% 111,463 $6.4M
Private Advisor Group, LLC 0.04% Add +7.1% 111,331 $6.4M
New York Life Investment Management LLC 0.06% Reduce -3.1% 111,289 $6.4M
Canal Insurance CO 1.49% No change 110,000 $6.4M
Greystone Financial Group, LLC 1.13% New 109,013 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.9% 108,112 $6.2M
Janus Henderson Group PLC 0.00% No change 103,376 $6.0M
Mutual of America Capital Management LLC 0.06% Reduce -2.3% 103,291 $6.0M
Vanguard Personalized Indexing Management, LLC 0.10% Add +11.6% 103,224 $6.0M
Bank of Nova Scotia 0.01% Reduce -63.4% 102,845 $5.9M
Daiwa Securities Group Inc. 0.03% Add +12.2% 102,366 $5.9M
Brown Advisory Inc. 0.01% Reduce -2.1% 102,010 $5.9M
Nissay Asset Management Corp. /Japan 0.04% Add +3.1% 101,823 $5.9M
State of Alaska, Department of Revenue 0.06% Add +2.9% 100,411 $5.8M
Harvest Portfolios Group Inc. 0.19% Add +2.5% 99,473 $5.7M
US Bancorp \de 0.01% Reduce -17.0% 97,669 $5.6M
Rafferty Asset Management, LLC 0.02% Add +6.3% 96,670 $5.6M
Jane Street Group, LLC 0.01% Reduce -72.3% 96,578 $5.6M
Nisa Investment Advisors, LLC 0.03% Reduce -19.6% 95,276 $5.5M
Huntington National Bank 0.05% Add +2.3% 94,395 $5.5M
Wills Financial Group, Inc. 2.29% Reduce -2.9% 94,340 $5.5M
Icon Advisers Inc. 1.19% Add +95.2% 93,875 $5.4M
Sompo Asset Management Co., Ltd. 0.82% Add +6.1% 90,080 $5.2M
Citizens Business Bank 1.04% Reduce -2.1% 89,054 $5.1M
Credit Agricole S A 0.03% Reduce -13.2% 88,182 $5.1M
Stephens Inc. 0.07% Add +16.7% 87,879 $5.1M
DRW Securities, LLC 0.28% New 87,820 $5.1M
Elo Mutual Pension Insurance Co 0.11% Add +13.9% 86,374 $5.0M
Van Lanschot Kempen Investment Management N.V. 0.05% No change 85,836 $5.0M
Ilmarinen Mutual Pension Insurance Co 0.05% Add +65.0% 85,000 $4.9M
Fifth Third Bancorp 0.02% Reduce -4.2% 84,558 $4.9M
Sagefield Capital LP 0.52% Add +6.7% 83,533 $4.8M
Toth Financial Advisory Corp. 0.56% Add +20.2% 82,524 $4.8M
Strategic Advisors LLC 0.88% Add +0.0% 81,373 $4.7M
Regions Financial Corp. 0.03% Reduce -7.7% 80,395 $4.6M
Millennium Management 0.00% Add +13.6% 79,161 $4.6M
Capital Investment Advisors, LLC 0.09% Add +0.3% 74,656 $4.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +70.7% 73,975 $4.3M
Bridge Creek Capital Management LLC 1.28% Reduce -0.7% 73,538 $4.2M
MML Investors Services, LLC 0.02% Reduce -26.1% 72,666 $4.2M
Cibc World Market Inc. 0.01% Add +1.4% 72,227 $4.2M
Cresset Asset Management, LLC 0.02% Add +2.2% 71,861 $4.2M
Oregon Public Employees Retirement Fund 0.08% Reduce -0.2% 71,852 $4.2M
Robinson Value Management, Ltd. 2.69% Add +0.5% 71,626 $4.1M
Salomon & Ludwin, LLC 0.42% Reduce -1.9% 71,555 $4.1M
Occidental Asset Management, LLC 0.65% New 69,976 $4.0M
Axxcess Wealth Management, LLC 0.10% Reduce -14.6% 69,429 $4.0M
Peapack Gladstone Financial Corp. 0.06% Reduce -2.5% 69,397 $4.0M
Oppenheimer & Co. Inc. 0.06% Add +22.8% 69,343 $4.0M
Stablepoint Partners, LLC 0.73% Add +1.1% 69,281 $4.0M
Carson Advisory Inc. 2.49% Add +1.3% 68,737 $4.0M
Metis Global Partners, LLC 0.12% Add +32.1% 68,696 $4.0M
Resolution Capital Ltd 0.07% Add +145.5% 68,461 $4.0M
Mercer Global Advisors Inc. 0.01% Add +14.7% 67,859 $3.9M
Manhattan West Asset Management, LLC 1.01% Add +6.5% 67,831 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.8% 67,532 $3.9M
Independent Advisor Alliance 0.14% Add +9.9% 67,464 $3.9M
Bryn Mawr Trust Advisors, LLC 0.21% Reduce -7.9% 66,898 $3.9M
Lombard Odier Asset Management (Switzerland) SA 0.32% Add +43.8% 66,349 $3.8M
Gulf International Bank (UK) Ltd 0.10% Reduce -4.1% 66,049 $3.8M
TrueMark Investments, LLC 1.22% New 65,591 $3.8M
KBC Group NV 0.01% Add +3.0% 65,413 $3.8M
Hennessy Advisors Inc. 0.12% Reduce -4.2% 64,477 $3.7M
Cubist Systematic Strategies, LLC 0.06% Add +39.0% 63,632 $3.7M
Pacer Advisors, Inc. 0.01% Add +5.4% 62,581 $3.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +41.0% 75,436 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -5.7% 62,235 $3.6M
Nordea Investment Management AB 0.00% Add +53.5% 62,222 $3.6M
IHT Wealth Management, LLC 0.10% Add +48.9% 61,761 $3.6M
Avantax Advisory Services, Inc. 0.02% Reduce -7.5% 61,657 $3.6M
Towne Trust Company, N.A 1.28% Add +0.2% 61,430 $3.6M
Silvercrest Asset Management Group LLC 0.02% Add +7.0% 61,343 $3.5M
TCV Trust & Wealth Management, Inc. 0.32% Reduce -1.5% 61,339 $3.5M
Synovus Financial Corp. 0.04% Reduce -12.9% 60,142 $3.5M
Holocene Advisors, LP 0.01% Add +264.6% 59,497 $3.4M
Sterling Capital Management LLC 0.04% — 59,287 $3.4M
Wbi Investments, LLC 0.81% Add +0.1% 58,504 $3.4M
Kentucky Retirement Systems 0.10% Reduce -7.5% 58,445 $3.4M
Baird Financial Group, Inc. 0.01% Reduce -10.6% 58,275 $3.4M
Schnieders Capital Management LLC 0.65% Add +15.8% 58,178 $3.4M
AMG National Trust Bank 0.09% Add +1.9% 57,879 $3.3M
Daiichi Life Insurance Co., Ltd. 0.08% Add +35.5% 57,735 $3.3M
Redmond Asset Management, LLC 1.04% Add +1.9% 57,368 $3.3M
Capital Investment Advisory Services, LLC 0.31% Add +2.7% 57,358 $3.3M
NewEdge Advisors, LLC 0.02% Add +5.4% 57,115 $3.3M
Jackson Hole Capital Partners, LLC 0.69% Add +9.7% 57,105 $3.3M
Bill Few Associates, Inc. 1.17% Add +3.1% 56,875 $3.3M
Two Sigma Investments, LP 0.01% Reduce -16.3% 56,820 $3.3M
D.A. Davidson & Co. 0.03% Add +1.6% 55,626 $3.2M
Atria Investments, Inc 0.04% Reduce -32.7% 55,369 $3.2M
Mizuho Securities USA LLC 0.07% Reduce -15.8% 54,401 $3.1M
Moneco Advisors, LLC 0.39% Add +402.0% 54,395 $3.1M
Dakota Wealth Management 0.07% Reduce -0.5% 53,539 $3.1M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +20.1% 53,442 $3.1M
Hartford Investment Management Co. 0.10% Reduce -1.8% 52,674 $3.0M
XML Financial, LLC 0.28% Reduce -9.3% 52,430 $3.0M
UniSuper Management Pty Ltd 0.02% Reduce -97.5% 52,367 $3.0M
Prospera Financial Services Inc 0.08% Add +0.3% 52,219 $3.0M
Advisors Management Group Inc. 0.71% Add +0.3% 51,844 $3.0M
Brevan Howard Capital Management LP 0.15% Add +727.6% 51,321 $3.0M
Profund Advisors LLC 0.11% Add +9.3% 50,611 $2.9M
First Bank & Trust 0.55% Reduce -5.7% 50,068 $2.9M
&partners 0.06% Add +97.4% 49,958 $2.9M
Ieq Capital, LLC 0.04% Add +39.5% 49,632 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -8.4% 49,481 $2.9M
Virginia Wealth Management Group, Inc. 1.78% Add +39.4% 49,064 $2.8M
Maryland State Retirement & Pension System 0.06% Reduce -26.4% 47,893 $2.8M
Sandy Spring Bank 0.11% Add +47.6% 47,763 $2.8M
Graham Capital Wealth Management, LLC 2.92% Add +2.7% 47,735 $2.8M
Bradley Foster & Sargent Inc. 0.05% Reduce -2.1% 47,569 $2.7M
Ontario Teachers Pension Plan Board 0.03% Reduce -64.4% 47,546 $2.7M
Jones Financial Companies LLLP 0.00% Add +133.9% 47,784 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -0.4% 47,200 $2.7M
Atria Wealth Solutions, Inc. 0.03% Add +4.8% 47,103 $2.7M
Rakuten Investment Management, Inc. 0.02% Add +33.2% 47,523 $2.7M
Morton Community Bank 0.70% Add +5.5% 46,605 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -3.7% 46,399 $2.7M
VCI Wealth Management LLC 1.19% New 46,316 $2.7M
Financial Counselors Inc. 0.04% Reduce -11.8% 46,111 $2.7M
Kestra Private Wealth Services, LLC 0.05% Add +40.4% 45,684 $2.6M
Zions Bancorporation, N.A. 0.19% Reduce -58.2% 45,483 $2.6M
Tower Research Capital LLC (TRC) 0.07% Reduce -65.5% 44,978 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -54.9% 44,823 $2.6M
Beck Capital Management, LLC 0.69% Add +1.7% 44,462 $2.6M
Employees Retirement System of Texas 0.03% New 44,216 $2.6M
Raymond James Trust N.A. 0.06% Add +5.5% 44,150 $2.6M
Leelyn Smith, LLC 0.46% Add +3.5% 44,101 $2.5M
Carret Asset Management, LLC 0.27% Reduce -5.0% 43,301 $2.5M
Choreo, LLC 0.04% Add +13.4% 42,958 $2.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.24% Reduce -3.3% 42,655 $2.5M
Gratus Wealth Advisors, LLC 0.40% Add +1.8% 42,556 $2.4M
Edgestream Partners, L.P. 0.11% Add +857.3% 41,871 $2.4M
Colonial River Investments, LLC 1.20% Reduce -23.8% 41,774 $2.4M
Parallax Volatility Advisers, L.P. 0.07% Add +657.7% 41,765 $2.4M
Vestcor Inc 0.08% Reduce -14.5% 41,718 $2.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +40.4% 41,603 $2.4M
NewEdge Wealth, LLC 0.04% Add +13.8% 41,299 $2.4M
New Mexico Educational Retirement Board 0.08% Reduce -2.9% 40,973 $2.4M
Slocum, Gordon & Co LLP 0.95% Add +7.9% 40,832 $2.4M
Ally Financial Inc. 0.28% No change 40,000 $2.3M
B. Riley Wealth Advisors, Inc. 0.06% Add +5.8% 39,848 $2.3M
Fifth Third Wealth Advisors LLC 0.14% Add +8.3% 39,886 $2.3M
Stratos Wealth Partners, LTD. 0.03% Add +13.2% 39,491 $2.3M
Advisory Services Network, LLC 0.05% No change 46,392 $2.3M
NEOS Investment Management LLC 0.07% Add +26.1% 39,182 $2.3M
Westpac Banking Corp. 0.15% Reduce -12.0% 39,045 $2.3M
Tidal Investments LLC 0.02% Add +8.2% 38,339 $2.2M
Central Pacific Bank - Trust Division 0.29% Reduce -0.5% 38,046 $2.2M
Cornerstone Advisors, LLC 0.09% No change 37,700 $2.2M
Sepio Capital, LP 0.17% Reduce -5.4% 37,466 $2.2M
Integrated Wealth Concepts LLC 0.03% Reduce -6.6% 37,294 $2.2M
First Hawaiian Bank 0.07% Reduce -4.2% 37,219 $2.2M
BTC Capital Management, Inc. 0.19% Reduce -3.8% 36,528 $2.1M
Alpha Omega Wealth Management LLC 0.38% Reduce -7.6% 36,102 $2.1M
Clearstead Advisors, LLC 0.03% Add +0.9% 35,833 $2.1M
Pettyjohn, Wood & White, Inc. 0.38% Reduce -14.0% 35,832 $2.1M
Stamos Capital Partners, L.P. 0.49% Reduce -35.6% 35,720 $2.1M
Financial Security Advisor, Inc. 0.51% Add +8.8% 35,709 $2.1M
South Dakota Investment Council 0.04% No change 35,684 $2.1M
Norinchukin Bank, The 0.05% Add +18.4% 35,623 $2.1M
United Capital Financial Advisors, LLC 0.02% Reduce -1.9% 35,426 $2.0M
Concurrent Investment Advisors, LLC 0.06% Add +1.7% 35,385 $2.0M
Ascent Group, LLC 0.15% Reduce -3.3% 35,182 $2.0M
Beacon Bank & Trust 0.48% Add +20.4% 35,068 $2.0M
Blair William & Co. 0.01% Add +18.4% 34,990 $2.0M
Redwood Investment Management, LLC 0.18% Reduce -8.1% 35,161 $2.0M
Jump Financial, LLC 0.04% Reduce -34.8% 34,807 $2.0M
Vestmark Advisory Solutions, Inc. 0.07% Add +3.3% 34,780 $2.0M
Cantor Fitzgerald Investment Advisors L.P. 0.14% Reduce -22.1% 34,710 $2.0M
Tiaa Trust, National Association 0.01% Reduce -3.4% 34,650 $2.0M
Boston Financial Mangement LLC 0.06% Reduce -1.8% 34,473 $2.0M
Conning Inc. 0.07% Reduce -0.2% 34,430 $2.0M
E. Ohman J:or Asset Management AB 0.05% New 34,100 $2.0M
Quantbot Technologies LP 0.08% Add +0.8% 34,072 $2.0M
Beese Fulmer Investment Management, Inc. 0.17% Reduce -7.0% 34,031 $2.0M
Argent Trust Co 0.08% Reduce -13.8% 33,982 $2.0M
Graves Light Lenhart Wealth, Inc. 0.24% Reduce -2.0% 33,676 $1.9M
Crossmark Global Holdings, Inc. 0.04% Add +0.6% 33,670 $1.9M
GTS Securities LLC 0.04% Add +456.4% 32,929 $1.9M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +2.5% 31,943 $1.8M
Intech Investment Management LLC 0.02% Reduce -19.9% 31,702 $1.8M
Hartford Financial Management Inc. 0.37% Reduce -35.1% 31,524 $1.8M
Courier Capital LLC 0.12% Add +18.0% 31,346 $1.8M
TD Private Client Wealth LLC 0.05% Reduce -39.1% 31,192 $1.8M
Lombard Odier Asset Management (USA) Corp 0.78% Add +33.0% 31,165 $1.8M
HB Wealth Management, LLC 0.02% Add +2.3% 31,132 $1.8M
Vectors Research Management, LLC 0.54% Add +4.5% 30,853 $1.8M
First Trust Direct Indexing L.P. 0.10% Add +4.1% 30,814 $1.8M
Spire Wealth Management 0.06% Add +112.1% 30,724 $1.8M
Miller Howard Investments Inc. 0.05% Reduce -83.2% 30,618 $1.8M
Taylor Hoffman Capital Management LLC 0.66% — 29,089 $1.7M
Moloney Securities Asset Management, LLC 0.23% Add +7.3% 29,754 $1.7M
CENTRAL TRUST Co 0.04% Reduce -3.8% 29,366 $1.7M
Altman Advisors, Inc. 0.75% Add +1.0% 29,315 $1.7M
B.O.S.S. Retirement Advisors, LLC 0.34% Add +3.1% 29,178 $1.7M
Rothschild Investment LLC 0.11% Reduce -1.6% 29,160 $1.7M
Bay Rivers Group 0.84% Reduce -0.0% 29,147 $1.7M
Walleye Trading LLC 0.04% Add +9.9% 28,887 $1.7M
Assetmark, Inc. 0.00% Add +29.9% 28,792 $1.7M
Empirical Finance, LLC 0.10% Add +2.3% 28,787 $1.7M
Total Clarity Wealth Management, Inc. 0.53% No change 28,513 $1.6M
Lowe Brockenbrough & Co. Inc. 0.10% Add +2.0% 28,464 $1.6M
Cassaday & Co Wealth Management LLC 0.05% Reduce -5.7% 28,250 $1.6M
Investment Management Corp of Ontario 0.04% Add +48.6% 27,841 $1.6M
3Chopt Investment Partners, LLC 0.57% Add +0.1% 27,676 $1.6M
Palisade Asset Management, LLC 0.16% No change 27,475 $1.6M
D. E. Shaw & Co. 0.00% Add +103.7% 27,404 $1.6M
Canandaigua National Bank & Trust Co. 0.15% Add +17.8% 27,381 $1.6M
Level Four Advisory Services, LLC 0.07% Add +19.0% 26,300 $1.6M
All Terrain Financial Advisors, LLC 0.59% Reduce -0.3% 26,849 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +2.3% 26,667 $1.5M
Kingsview Wealth Management, LLC 0.03% Reduce -3.6% 26,646 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.3% 26,589 $1.5M
Bragg Financial Advisors, Inc 0.06% Reduce -26.4% 26,042 $1.5M
Lee Danner & Bass Inc. 0.11% Reduce -2.7% 25,946 $1.5M
Bull Street Advisors, LLC 0.69% Reduce -0.5% 25,825 $1.5M
Park Avenue Securities LLC 0.02% Reduce -16.5% 25,699 $1.5M
International Assets Investment Management, LLC 0.12% Add +1030.0% 222,393 $1.5M
Marshall Wace, LLP 0.00% Reduce -24.5% 25,449 $1.5M
Moors & Cabot, Inc. 0.07% Reduce -7.2% 25,389 $1.5M
MYDA Advisors LLC 0.41% New 25,000 $1.4M
Beverly Hills Private Wealth, LLC 0.29% Reduce -23.1% 24,962 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -8.1% 24,839 $1.4M
Trust Co. of Toledo NA 0.19% Reduce -6.8% 24,801 $1.4M
Atlantic Union Bankshares Corp 0.08% Reduce -1.2% 24,477 $1.4M
XTX Topco Ltd 0.10% New 24,428 $1.4M
Integrated Advisors Network LLC 0.07% Reduce -4.0% 24,394 $1.4M
Capital Investment Counsel, Inc 0.20% Reduce -0.4% 24,371 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Add +82.9% 24,277 $1.4M
Pinnacle Associates Ltd. 0.02% Add +6.0% 29,602 $1.4M
Bleakley Financial Group, LLC 0.04% Reduce -7.0% 23,704 $1.4M
Personal Cfo Solutions, LLC 0.19% Add +0.5% 23,305 $1.3M
Sigma Planning Corp 0.04% Add +4.8% 23,204 $1.3M
Tradewinds, LLC. 0.41% Add +0.0% 23,064 $1.3M
Haverford Trust Co 0.01% Add +21.9% 22,783 $1.3M
ABN AMRO Bank N.V. 0.02% Add +304.6% 22,776 $1.3M
Ridgewood Investments LLC 0.65% Reduce -9.1% 22,544 $1.3M
HUB Investment Partners, LLC 0.06% Reduce -18.7% 22,348 $1.3M
Radnor Capital Management, LLC 0.19% Add +5.8% 22,292 $1.3M
HRT Financial LP 0.01% New 22,145 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +22.1% 22,121 $1.3M
Clough Capital Partners L P 0.13% New 21,995 $1.3M
Pensionfund Sabic 0.40% Reduce -12.0% 22,000 $1.3M
Cullinan Associates Inc. 0.07% Add +3.4% 21,078 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -13.2% 21,528 $1.2M
Burke & Herbert Bank & Trust Co. 0.29% Reduce -3.3% 21,481 $1.2M
Coldstream Capital Management Inc. 0.03% Add +12.0% 21,439 $1.2M
MAI Capital Management 0.01% Reduce -2.0% 21,352 $1.2M
Lido Advisors, LLC 0.01% Add +26.2% 21,296 $1.2M
Ascent Wealth Partners, LLC 0.17% New 21,158 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -9.1% 21,112 $1.2M
City Holding Co. 0.17% Reduce -3.1% 20,732 $1.2M
GAMMA Investing LLC 0.12% Add +20.0% 20,581 $1.2M
Twinbeech Capital LP 0.02% Reduce -80.0% 20,556 $1.2M
Inspire Trust Co, N.A. 0.33% Add +10.8% 20,470 $1.2M
Apollon Wealth Management, LLC 0.03% Reduce -7.6% 20,395 $1.2M
Birch Hill Investment Advisors LLC 0.06% No change 20,355 $1.2M
Neo Ivy Capital Management 0.37% New 19,790 $1.1M
Pullen Investment Management, LLC 0.83% Reduce -0.1% 19,707 $1.1M
Peoples Financial Services Corp. 0.51% Add +0.5% 19,615 $1.1M
Fulton Bank, N.A. 0.04% Reduce -48.1% 19,460 $1.1M
Axq Capital, LP 0.34% New 19,334 $1.1M
Dynamic Technology Lab Private Ltd 0.12% Add +83.6% 19,329 $1.1M
Waterfront Wealth Inc. 0.27% Add +2.5% 18,871 $1.1M
United Services Automobile Association 0.03% Reduce -18.3% 19,240 $1.1M
Dominguez Wealth Management Solutions, Inc. 0.80% Add +0.2% 19,168 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +1.3% 19,139 $1.1M
EverSource Wealth Advisors, LLC 0.07% Add +0.4% 19,074 $1.1M
Seven Eight Capital, LP 0.10% New 19,048 $1.1M
Allworth Financial LP 0.01% Add +5.8% 19,003 $1.1M
First County Bank 0.54% Reduce -21.3% 18,999 $1.1M
Beck Mack & Oliver LLC 0.02% No change 18,965 $1.1M
Marietta Investment Partners LLC 0.23% No change 18,884 $1.1M
Ninepoint Partners LP 0.14% New 18,876 $1.1M
Farmers & Merchants Investments Inc. 0.03% Reduce -10.9% 18,851 $1.1M
Patten Group, Inc. 0.24% Add +12.0% 18,835 $1.1M
Cohen Klingenstein LLC 0.04% No change 18,700 $1.1M
NBT Bank, N.A. 0.07% Reduce -6.5% 18,600 $1.1M
PBMares Wealth Management LLC 0.22% Reduce -3.7% 18,515 $1.1M
Azimuth Capital Investment Management LLC 0.04% No change 18,491 $1.1M
Garner Asset Management Corp 0.37% Add +3.7% 18,454 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +8.7% 18,285 $1.1M
Essex Financial Services, Inc. 0.08% Add +0.6% 17,593 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Add +51.6% 18,200 $1.1M
Eagle Harbor Asset Management Inc. 1.04% Reduce -4.4% 18,192 $1.1M
Trust Co. of Vermont 0.05% Reduce -9.0% 18,063 $1.0M
Elmwood Wealth Management, Inc. 0.43% Reduce -11.9% 18,050 $1.0M
Rbo & Co. LLC 0.16% No change 17,976 $1.0M
Woodstock Corp. 0.10% Reduce -2.2% 17,769 $1.0M
Composition Wealth, LLC 0.02% Add +1.3% 17,646 $1.0M
Culbertson A N & Co. Inc. 0.16% Reduce -10.2% 17,636 $1.0M
Waters Parkerson & Co., LLC 0.05% Reduce -5.9% 17,626 $1.0M
Dark Forest Capital Management LP 0.13% New 17,482 $1.0M
Simmons Bank 0.07% Reduce -0.9% 17,465 $1.0M
Patten & Patten Inc. 0.07% Add +7.4% 17,463 $1.0M
Cornerstone Wealth Group, LLC 0.08% Add +5.1% 17,455 $1.0M
Platform Technology Partners 0.32% Add +5.2% 17,425 $1.0M
Thomasville National Bank 0.07% Add +1.2% 17,308 $1.0M
Blue Trust, Inc. 0.01% Add +48.1% 20,372 $998K
Vinva Investment Management Ltd 0.04% Reduce -11.2% 17,268 $987K
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 16,950 $980K
B. Metzler seel. Sohn & Co. AG 0.01% No change 16,950 $980K
Kingswood Wealth Advisors, LLC 0.07% Add +32.6% 16,940 $979K
Inceptionr LLC 0.24% Reduce -29.8% 16,897 $976K
United Asset Strategies, Inc. 0.09% Add +5.0% 16,860 $974K
Arlington Capital Management, Inc. 0.80% Add +1.9% 16,760 $969K
Innova Wealth Partners 0.80% New 16,760 $969K
Signaturefd, LLC 0.02% Reduce -10.3% 16,696 $965K
Frank, Rimerman Advisors LLC 0.07% Reduce -39.8% 16,688 $964K
First National Trust Co 0.04% Reduce -9.2% 16,651 $962K
Concourse Financial Group Securities, Inc. 0.06% Reduce -4.0% 16,631 $961K
UMB Bank, n.a. 0.01% Reduce -4.5% 16,624 $961K
Gsa Capital Partners LLP 0.07% New 16,616 $960K
Two Sigma Advisers, LP 0.00% Reduce -83.7% 16,600 $959K
Trivium Point Advisory, LLC 0.13% Reduce -5.7% 16,937 $958K
Highview Capital Management LLC 0.39% Add +1.3% 16,559 $957K
Snowden Capital Advisors LLC 0.03% Add +18.7% 16,544 $956K
Donaldson Capital Management, LLC 0.04% Add +29.7% 16,515 $954K
Arrow Financial Corp 0.09% Reduce -31.4% 16,292 $942K
First Horizon Advisors, Inc. 0.03% Reduce -3.5% 16,219 $937K
Greenleaf Trust 0.01% Reduce -1.7% 16,148 $933K
SageView Advisory Group, LLC 0.05% Reduce -25.0% 16,079 $929K
Hilltop Holdings Inc. 0.06% Add +28.4% 16,019 $926K
Chesley Taft & Associates LLC 0.04% Add +2.7% 15,997 $924K
Sovereign Financial Group, Inc. 0.21% Reduce -1.0% 15,912 $920K
Exencial Wealth Advisors, LLC 0.03% Reduce -4.2% 15,806 $913K
Dover Advisors, LLC 0.52% No change 15,758 $911K
Valeo Financial Advisors, LLC 0.03% Reduce -14.9% 15,736 $909K
Blue Edge Capital, LLC 0.14% No change 15,709 $908K
Townsquare Capital LLC 0.01% Add +22.7% 15,683 $906K
Prime Capital Investment Advisors, LLC 0.01% Reduce -7.8% 15,640 $904K
Horizon Investments, LLC 0.02% Reduce -4.8% 15,533 $898K
Jacobi Capital Management LLC 0.07% Add +9.0% 15,525 $897K
Gallagher Fiduciary Advisors, LLC 0.18% Add +93.3% 15,481 $895K
Benjamin Edwards Inc. 0.01% Add +4587.3% 15,468 $894K
SteelPeak Wealth, LLC 0.04% Reduce -15.9% 15,440 $892K
HBW Advisory Services LLC 0.13% Add +0.1% 15,424 $891K
Prosperity Consulting Group, LLC 0.07% Add +255.8% 15,365 $888K
Walleye Capital LLC 0.01% Reduce -55.4% 15,319 $885K
Exchange Traded Concepts, LLC 0.02% Add +118.4% 15,288 $883K
NovaPoint Capital, LLC 0.27% Add +49.0% 15,228 $880K
Verus Financial Partners, Inc. 0.10% Reduce -2.1% 15,108 $880K
Principal Securities, Inc. 0.02% Reduce -2.5% 15,209 $879K
Elevated Capital Advisors, LLC 0.23% Reduce -2.7% 15,168 $877K
Founders Financial Alliance, LLC 0.24% Add +3.1% 15,101 $873K
Spirit of America Management Corp. 0.17% No change 15,100 $873K
Stonegate Investment Group, LLC 0.02% Add +5.1% 15,078 $871K
Prudential PLC 0.00% New 15,050 $870K
Wealthspire Advisors, LLC 0.01% Add +88.8% 15,033 $869K
Meeder Advisory Services, Inc. 0.06% Add +0.9% 14,971 $865K
Liberty One Investment Management, LLC 0.09% Reduce -4.5% 14,963 $865K
Excalibur Management Corp. 0.33% Reduce -0.5% 14,862 $859K
Vista Investment Management 0.32% No change 14,806 $856K
Plan Group Financial, LLC 0.45% Add +12.8% 14,800 $855K
iA Global Asset Management Inc. 0.01% Reduce -48.9% 14,694 $849K
Acorn Financial Advisory Services Inc. 0.15% Reduce -0.1% 14,666 $848K
Heritage Wealth Advisors 0.04% Reduce -6.1% 14,634 $846K
Whitener Capital Management, Inc. 0.24% Reduce -2.2% 14,620 $845K
Machina Capital S.A.S. 0.34% Add +105.7% 14,610 $844K
John G Ullman & Associates Inc. 0.12% Reduce -4.6% 14,578 $842K
Focus Partners Advisor Solutions, LLC 0.02% Add +23.0% 14,565 $842K
Empowered Funds, LLC 0.01% Add +10.1% 14,460 $836K
Global Retirement Partners, LLC 0.03% Reduce -14.3% 14,423 $834K
Waverly Advisors, LLC 0.02% Add +0.2% 14,392 $832K
Marco Investment Management LLC 0.07% No change 14,389 $832K
FineMark National Bank & Trust 0.03% Add +51.6% 14,322 $828K
Main Street Group, LTD 0.37% Reduce -32.9% 14,193 $820K
SouthState Bank Corp 0.06% Reduce -17.4% 14,128 $816K
Mason & Associates, LLC 0.25% Reduce -1.8% 14,064 $813K
Ballentine Partners, LLC 0.01% Add +10.0% 13,937 $805K
Bokf, NA 0.01% Reduce -6.6% 13,858 $805K
Vise Technologies, Inc. 0.10% Add +25.7% 13,891 $803K
Florida Trust Wealth Management Co 0.03% Add +146.3% 13,848 $800K
TCI Wealth Advisors, Inc. 0.07% Add +0.1% 13,833 $799K
World Investment Advisors 0.03% Add +91.9% 13,788 $797K
Aviva PLC 0.00% Add +3.7% 13,768 $796K
Meridian Financial Partners LLC 0.40% Reduce -0.5% 13,751 $795K
Ables, Iannone, Moore & Associates, Inc. 0.51% Reduce -0.2% 13,711 $792K
Venture Visionary Partners LLC 0.04% Reduce -0.1% 13,683 $791K
TCTC Holdings, LLC 0.03% No change 13,658 $789K
Vident Advisory, LLC 0.02% Add +4.5% 13,574 $785K
Trexquant Investment LP 0.01% New 13,510 $781K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +0.5% 13,451 $777K
Cypress Capital Group 0.09% Add +3.7% 13,416 $775K
Bar Harbor Wealth Management 0.05% Reduce -1.8% 13,258 $766K
Vista Investment Partners LLC 0.24% Reduce -0.4% 13,220 $764K
Archford Capital Strategies, LLC 0.11% Reduce -5.0% 13,378 $762K
Members Trust Co 0.02% Reduce -13.2% 13,134 $759K
Mediolanum International Funds Ltd 0.01% New 13,262 $757K
Precedent Wealth Partners, LLC 0.25% Add +21.8% 13,087 $756K
Good Life Advisors, LLC 0.05% Add +12.2% 13,024 $753K
AlphaStar Capital Management, LLC 0.06% Add +55.0% 13,008 $752K
Verdence Capital Advisors LLC 0.06% Reduce -44.6% 12,950 $748K
Peoples Bank 0.50% Reduce -0.8% 12,934 $747K
PFG Investments, LLC 0.05% Reduce -4.1% 12,897 $745K
Harbour Investments, Inc. 0.02% Reduce -1.4% 12,801 $740K
Morse Asset Management, Inc 0.16% New 12,704 $734K
Csenge Advisory Group 0.04% Reduce -1.7% 12,975 $729K
Anchor Investment Management, LLC 0.07% Reduce -35.3% 12,607 $729K
Chickasaw Capital Management LLC 0.03% Reduce -7.4% 12,544 $725K
Jeppson Wealth Management, LLC 0.26% Reduce -0.1% 12,467 $720K
San Luis Wealth Advisors LLC 0.15% Add +114.1% 12,438 $719K
Global Financial Private Client, LLC 0.28% New 12,421 $718K
Keystone Financial Group 0.09% Add +0.8% 12,368 $715K
Johnson Investment Counsel Inc. 0.01% Reduce -53.0% 12,358 $714K
Holderness Investments Co. 0.16% Reduce -0.1% 12,357 $714K
Ingalls & Snyder LLC 0.03% No change 12,347 $714K
Savant Capital, LLC 0.01% Add +3.5% 12,221 $706K
Canal Capital Management, LLC 0.11% Add +0.8% 12,201 $705K
Linscomb Wealth, Inc. 0.03% Reduce -7.0% 12,151 $702K
Geneos Wealth Management Inc. 0.03% Reduce -79.4% 12,135 $701K
44 Wealth Management LLC 0.25% — 11,508 $701K
My Legacy Advisors, LLC 0.28% Reduce -19.5% 12,124 $701K
Robeco Institutional Asset Management B.V. 0.00% No change 12,073 $698K
Colonial Trust Co / SC 0.11% Add +80.3% 12,063 $697K
Sumitomo Life Insurance Co. 0.01% Add +0.8% 12,042 $696K
Hayek Kallen Investment Management 0.25% Add +0.8% 11,994 $693K
Ti-Trust, Inc. 0.49% No change 11,929 $689K
Equitable Holdings, Inc. 0.01% Add +24.3% 11,885 $687K
Daymark Wealth Partners, LLC 0.03% Reduce -2.2% 11,878 $686K
Chemung Canal Trust Co. 0.14% Add +24.4% 11,834 $684K
Atlanta Consulting Group Advisors, LLC 0.17% New 11,777 $681K
Shelton Wealth Management, LLC 0.39% Add +53.7% 11,736 $678K
BCGM Wealth Management, LLC 0.22% Add +1.0% 11,728 $678K
Hendershot Investments Inc. 0.09% Reduce -12.6% 11,708 $677K
SPC Financial, Inc. 0.06% Add +15.8% 11,694 $676K
Baltimore-Washington Financial Advisors, Inc. 0.04% Add +0.3% 11,584 $669K
V-Square Quantitative Management LLC 0.10% Add +19.5% 11,536 $667K
Caldwell Trust Co 0.07% No change 11,522 $666K
Ancora Advisors LLC 0.02% Reduce -25.4% 11,517 $666K
NTV Asset Management LLC 0.09% Reduce -12.6% 11,510 $665K
Parcion Private Wealth LLC 0.06% Add +12.9% 11,484 $664K
TCW Group Inc. 0.01% Reduce -2.3% 11,454 $662K
Stratos Wealth Advisors, LLC 0.03% Add +1.8% 11,431 $661K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -1.4% 11,424 $660K
Foundations Investment Advisors, LLC 0.01% Add +12.4% 11,398 $659K
J.W. Cole Advisors, Inc. 0.03% Reduce -24.7% 11,373 $657K
Joel Isaacson & Co., LLC 0.03% Reduce -18.3% 11,362 $657K
Kovack Advisors, Inc. 0.07% Add +16.6% 11,355 $656K
United Bank 0.08% No change 11,354 $656K
Groupama Asset Managment 0.02% Add +1.7% 14,086 $654K
Plimoth Trust Co. LLC 0.16% Reduce -4.6% 11,300 $653K
CoreCap Advisors, LLC 0.03% Add +24.8% 11,157 $645K
Pinnacle Financial Partners Inc 0.01% Reduce -32.0% 11,125 $643K
Principle Wealth Partners LLC 0.05% Reduce -1.6% 11,057 $639K
Raleigh Capital Management Inc. 0.25% Reduce -61.6% 11,043 $638K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +0.3% 10,941 $632K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -1.6% 10,932 $632K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.6% 10,910 $630K
Campbell Wealth Management 0.06% Reduce -12.7% 10,907 $630K
Heritage Investors Management Corp. 0.02% Reduce -0.7% 10,903 $630K
Federation des caisses Desjardins du Quebec 0.00% Add +1.0% 10,864 $628K
Argent Financial Group, Inc. 0.07% — 10,808 $625K
LongView Wealth Management 0.20% New 10,769 $622K
Cullen/Frost Bankers, Inc. 0.01% Reduce -3.1% 10,671 $617K
Key Financial Inc 0.14% Add +0.1% 10,593 $612K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.23% Add +105.9% 10,500 $607K
Marex Group Ltd 0.01% Add +77.9% 10,500 $607K
Wealth Alliance, LLC 0.07% Reduce -47.6% 10,482 $606K
Midwest Professional Planners, LTD. 0.19% Reduce -12.1% 10,480 $606K
Longfellow Investment Management Co. LLC 0.15% Add +0.6% 10,440 $603K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.23% Add +35.0% 10,411 $602K
Saturna Capital Corp. 0.01% Add +34.2% 10,400 $601K
Simplex Trading, LLC 0.02% New 10,399 $600K
Leavell Investment Management, Inc. 0.03% Add +22.3% 10,302 $595K
Chiron Capital Management, LLC 0.53% Reduce -43.7% 10,298 $595K
NorthRock Partners, LLC 0.02% Add +2.8% 10,201 $590K
Citadel Advisors 0.00% Reduce -56.9% 10,068 $582K
Seneca House Advisors 0.24% Reduce -6.1% 10,055 $581K
Merit Financial Group, LLC 0.01% Add +31.4% 10,041 $580K
Glenview Trust Co 0.01% Add +20.0% 10,006 $578K
HighPoint Advisor Group LLC 0.03% Reduce -15.0% 10,001 $578K
Bard Financial Services, Inc. 0.07% Reduce -23.1% 10,000 $578K
Phoenix Wealth Advisors 0.27% Add +0.8% 9,975 $576K
United Advisor Group, LLC 0.13% Add +87.4% 9,955 $575K
Brooklyn Investment Group 0.19% New 9,925 $574K
Intrust Bank NA 0.06% Reduce -14.8% 9,920 $573K
Armstrong Advisory Group, Inc. 0.05% Add +0.0% 9,912 $573K
Nations Financial Group Inc, /Ia/ 0.04% Add +2.6% 9,886 $571K
Wedbush Securities Inc. 0.02% Reduce -21.2% 9,884 $571K
Two Sigma Securities, LLC 0.04% New 9,832 $568K
Adams Wealth Management 0.12% Reduce -10.3% 9,813 $567K
CacheTech Inc. 0.12% Reduce -10.3% 9,813 $567K
Eagle Ridge Investment Management 0.05% No change 9,771 $565K
Fidelis Capital Partners, LLC 0.07% Add +3.1% 9,266 $565K
Compound Planning, Inc. 0.03% Add +12.2% 9,650 $558K
Belpointe Asset Management LLC 0.03% Reduce -0.8% 9,644 $557K
Caprock Group, LLC 0.02% Reduce -0.4% 9,636 $557K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +16.8% 9,620 $556K
Schonfeld Strategic Advisors LLC 0.00% Reduce -47.6% 9,590 $554K
Modera Wealth Management, LLC 0.01% Reduce -8.0% 9,549 $552K
Valmark Advisers, Inc. 0.01% Add +7.3% 9,451 $546K
HM Payson & Co. 0.01% Reduce -7.2% 9,437 $545K
CWA Asset Management Group, LLC 0.03% — 9,423 $545K
Insigneo Advisory Services, LLC 0.05% Reduce -7.7% 9,415 $544K
Houlihan Financial Resource Group, Ltd. 0.23% Add +0.1% 9,411 $544K
Renaissance Group LLC 0.02% Reduce -4.0% 9,398 $543K
Cadence Bank 0.04% Reduce -86.8% 9,372 $542K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.1% 9,334 $539K
EP Wealth Advisors, LLC 0.00% Add +9.2% 9,321 $539K
Aptus Capital Advisors, LLC 0.01% Reduce -3.3% 9,319 $539K
Salvus Wealth Management, LLC 0.33% Add +0.4% 9,316 $538K
Commerzbank Aktiengesellschaft 0.01% Add +17.2% 9,178 $531K
Parallel Advisors, LLC 0.01% Add +19.1% 9,169 $530K
Capital Asset Advisory Services LLC 0.03% Add +32.2% 9,327 $530K
Siemens Fonds Invest GmbH 0.04% Add +73.2% 9,155 $529K
Mechanics Bank Trust Department 0.07% Reduce -0.7% 9,140 $528K
TFG Advisers LLC 0.19% Reduce -3.3% 9,120 $527K
Bank of New Hampshire 0.13% Reduce -11.4% 9,062 $524K
SS&H Financial Advisors, Inc. 0.19% No change 9,043 $523K
FinTrust Capital Advisors, LLC 0.09% Add +8.6% 9,045 $523K
Triangle Securities Wealth Management 0.13% Reduce -7.8% 8,995 $520K
ICW Investment Advisors LLC 0.22% Add +4.1% 8,987 $519K
Headinvest, LLC 0.10% Add +0.6% 8,924 $516K
Eastern Bank 0.01% New 8,902 $514K
Scotia Capital Inc. 0.00% New 8,897 $514K
Hexagon Capital Partners LLC 0.10% Reduce -1.9% 8,844 $511K
Commonwealth Retirement Investments LLC 0.21% Add +8.3% 8,839 $511K
Hantz Financial Services, Inc. 0.01% No change 8,772 $507K
RiverFront Investment Group, LLC 0.01% Add +29.8% 8,744 $505K
Fiduciary Group, LLC 0.05% Reduce -4.9% 8,726 $504K
Bessemer Group Inc. 0.00% Reduce -36.3% 8,736 $504K
Cigna Investments Inc. 0.09% Reduce -1.6% 8,682 $502K
Cordgrass Capital Advisors, LLC 0.15% Reduce -3.6% 8,685 $502K
Mgo One Seven LLC 0.02% Reduce -5.1% 8,678 $502K
VeraBank, N.A. 0.15% Reduce -4.0% 8,669 $501K
Burney Co./ 0.02% Reduce -7.0% 8,656 $500K
Rowlandmiller & Partners.adv 0.10% Add +0.0% 8,639 $499K
Outfitters Financial LLC 0.41% Reduce -5.2% 8,565 $495K
HBK Sorce Advisory LLC 0.02% Reduce -16.6% 8,556 $494K
Alan B Lancz & Associates, Inc. 0.45% No change 8,542 $494K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.7% 8,498 $491K
Premier Path Wealth Partners, LLC 0.08% Reduce -3.6% 8,472 $490K
Empire Financial Management Company, LLC 0.15% Reduce -32.1% 8,454 $489K
Pointe Capital Management LLC 0.28% No change 8,443 $488K
Wealthcare Advisory Partners LLC 0.01% Add +0.4% 8,435 $487K
Asset Dedication, LLC 0.03% Reduce -42.1% 8,428 $487K
1620 Investment Advisors, Inc. 0.36% Add +1.1% 8,402 $486K
Natixis 0.00% New 8,382 $484K
Hardin Capital Partners, LLC 0.27% Reduce -1.8% 8,444 $480K
Horizon Kinetics Asset Management LLC 0.01% New 8,250 $477K
SeaCrest Wealth Management, LLC 0.05% Add +2.1% 8,237 $476K
DiNuzzo Private Wealth, Inc. 0.06% Add +5781.4% 8,234 $476K
Quadrant Capital Group LLC 0.03% Add +2.9% 8,231 $476K
Cullen Capital Management, LLC 0.01% No change 8,217 $475K
Kidder Stephen W 0.14% Reduce -13.6% 8,157 $471K
Tocqueville Asset Management L.P. 0.01% Reduce -46.8% 8,114 $469K
Sharp Wealth Advisory, LLC 0.36% Reduce -5.3% 8,100 $468K
Fourpath Capital Management, LLC 0.09% Reduce -47.7% 8,083 $467K
Carnegie Investment Counsel 0.01% Reduce -11.0% 8,054 $465K
Birchcreek Wealth Management, LLC 0.30% Add +50.5% 8,051 $465K
QRG Capital Management, Inc. 0.01% Add +57.7% 7,989 $462K
Centurion Wealth Management LLC 0.15% — 7,988 $462K
Mutual Advisors, LLC 0.01% Reduce -10.9% 7,593 $461K
Mainstay Capital Management LLC 0.08% No change 7,959 $460K
Intrua Financial, LLC 0.07% Reduce -52.0% 7,946 $459K
1ST Source Bank 0.03% No change 7,936 $459K
Bridgefront Capital, LLC 0.18% New 7,928 $458K
Welch Group, LLC 0.02% Reduce -10.0% 7,899 $456K
Moneta Group Investment Advisors LLC 0.01% Add +9.0% 7,869 $455K
Ameritas Advisory Services, LLC 0.02% Add +6.0% 7,852 $454K
Whittier Trust Co. 0.01% No change 7,851 $454K
Manchester Capital Management LLC 0.05% Add +0.0% 7,825 $452K
Asahi Life Asset Management Co., LTD. 0.27% New 7,810 $451K
Legacy Wealth Asset Management, LLC 0.12% Add +1.1% 7,807 $451K
Cobblestone Capital Advisors LLC 0.03% Add +2.6% 7,786 $450K
Central Bank & Trust Co. 0.06% No change 7,762 $449K
Apella Capital, LLC 0.02% Reduce -1.4% 7,673 $448K
RVW Wealth, LLC 0.04% No change 7,725 $446K
AlphaQuest LLC 0.04% Add +771000.0% 7,711 $446K
Point Windward Advisors Inc. 0.17% No change 7,708 $445K
Stokes Family Office, LLC 0.05% Add +45.2% 7,686 $444K
JBR Co Financial Management Inc 0.29% Add +0.8% 7,675 $444K
Quotient Wealth Partners, LLC 0.01% Reduce -0.9% 7,670 $443K
Passumpsic Savings Bank 0.29% Add +2.7% 7,639 $441K
Centennial Wealth Advisory LLC 0.17% Add +3.5% 7,639 $441K
Bison Wealth, LLC 0.07% Add +9.2% 7,559 $437K
Cornerstone Wealth Management, LLC 0.03% Add +44.1% 7,559 $437K
Sard Wealth Management Group, LLC 0.29% No change 7,490 $433K
Cornerstone Advisory, LLC 0.06% Add +1.0% 7,473 $432K
Marcum Wealth, LLC 0.04% Reduce -6.6% 7,463 $431K
Capstone Investment Advisors, LLC 0.01% Reduce -68.2% 7,420 $429K
Cidel Asset Management Inc. 0.03% No change 7,413 $428K
Lawson Kroeker Investment Management Inc. 0.08% No change 7,410 $428K
Olde Wealth Management, LLC 0.15% No change 7,417 $428K
Smith, Moore & Co. 0.04% Reduce -0.4% 7,390 $427K
Crestwood Advisors Group, LLC 0.01% Add +2.0% 7,364 $426K
Legacy Financial Advisors, Inc. 0.07% Add +2.8% 7,344 $424K
Signature Estate & Investment Advisors LLC 0.01% Add +9.4% 7,312 $423K
Danske Bank A/S 0.00% No change 7,300 $422K
MIdWestOne Financial Group, Inc. 0.06% No change 7,290 $421K
Investors Research Corp 0.09% Add +0.5% 7,282 $421K
Pittenger & Anderson Inc. 0.02% Add +141.7% 7,250 $419K
Fragasso Financial Advisors Inc 0.03% Reduce -0.4% 7,236 $418K
BLB&B Advisors, LLC 0.02% Add +2.5% 7,223 $417K
Allen Mooney & Barnes Investment Advisors LLC 0.07% Reduce -1.4% 7,222 $417K
Private Wealth Partners, LLC 0.03% Reduce -0.1% 7,195 $416K
First United Bank & Trust 0.15% Reduce -12.5% 7,177 $415K
Thrive Capital Management, LLC 0.19% New 7,148 $413K
Catalyst Financial Partners LLC 0.08% Reduce -2.8% 6,982 $403K
Parsons Capital Management Inc. 0.03% No change 6,939 $401K
Romano Brothers and Company 0.05% New 6,932 $401K
St Germain D J Co. Inc. 0.02% Reduce -32.3% 6,927 $400K
Adirondack Trust Co. 0.15% Add +31.8% 6,917 $400K
LRI Investments, LLC 0.04% No change 7,113 $400K
Lindbrook Capital, LLC 0.04% Reduce -8.3% 6,903 $399K
Koshinski Asset Management, Inc. 0.03% Add +0.2% 6,871 $397K
Delta Financial Group, Inc. 0.15% Add +4.5% 6,859 $396K
Graypoint LLC 0.03% Reduce -1.5% 6,822 $394K
Vontobel Holding Ltd. 0.00% New 6,734 $389K
Abacus Planning Group, Inc. 0.07% Add +4.7% 6,709 $388K
Capula Management Ltd 0.00% New 6,679 $386K
JARISLOWSKY, FRASER Ltd 0.00% No change 6,651 $384K
Blue Fin Capital, Inc. 0.07% Reduce -0.6% 6,625 $383K
Montag A & Associates Inc. 0.02% No change 6,611 $382K
Confluence Wealth Services, Inc. 0.03% Add +27.8% 6,550 $378K
Alpha Family Trust 0.21% No change 6,540 $378K
Trust Point Inc. 0.03% Reduce -3.4% 6,538 $378K
Fulcrum Equity Management 0.32% Add +1.2% 6,504 $376K
Adalta Capital Management LLC 0.19% No change 6,500 $376K
Diligent Investors, LLC 0.09% No change 6,455 $373K
First Merchants Corp. 0.01% Add +15.4% 6,439 $372K
International Private Wealth Advisors LLC 0.54% Reduce -5.3% 6,427 $371K
Caldwell Sutter Capital, Inc. 0.17% Reduce -4.0% 6,396 $370K
Farmers Trust Co. 0.07% Add +1.2% 6,368 $368K
Sunbelt Securities, Inc. 0.04% Reduce -0.6% 6,349 $367K
Hudock, Inc. 0.06% Reduce -1.5% 6,327 $366K
Syon Capital LLC 0.03% Reduce -3.0% 6,314 $365K
Tranquility Partners, LLC 0.13% Reduce -0.9% 6,286 $363K
Fruth Investment Management 0.09% Reduce -15.5% 6,275 $362K
Morningstar Investment Services LLC 0.00% Reduce -0.3% 6,329 $362K
Chicago Partners Investment Group LLC 0.01% Add +39.4% 5,935 $362K
Capital Management Corp. 0.06% No change 6,236 $360K
Sheets Smith Wealth Management 0.04% Reduce -13.1% 6,214 $359K
StoneX Group Inc. 0.03% New 6,196 $358K
Meridian Wealth Management, LLC 0.02% Add +14.6% 6,173 $357K
Park National Corp. 0.01% No change 6,163 $356K
Private Client Services, LLC 0.19% New 6,134 $354K
Busey Bank 0.01% Add +3.4% 6,134 $354K
Facet Wealth, Inc. 0.01% New 5,929 $350K
Thompson Davis & Co., Inc. 0.26% New 6,006 $347K
Hummer Financial Advisory Services Inc 0.27% No change 6,001 $347K
Aquila Investment Management LLC 0.39% New 6,000 $347K
Farther Finance Advisors, LLC 0.01% Add +16.3% 5,995 $346K
Bartlett & Co. Wealth Management LLC 0.01% No change 5,986 $346K
Clarius Group, LLC 0.02% Reduce -2.8% 5,982 $345K
Brown Miller Wealth Management, LLC 0.13% Add +0.2% 5,960 $344K
Veltria Advisors Corp. 0.14% Add +15.4% 5,956 $344K
Dynamic Advisor Solutions LLC 0.01% Reduce -7.6% 5,937 $343K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +3.5% 5,920 $342K
Howard Capital Management, LLC 0.01% New 5,915 $342K
Smithfield Trust Co 0.02% No change 5,900 $341K
Northwest Bancshares, Inc. 0.06% Reduce -6.4% 5,870 $339K
Mystic Asset Management, Inc. 0.13% Reduce -1.4% 5,854 $338K
NorthCoast Asset Management LLC 0.00% New 16,953 $338K
MBB Public Markets I LLC 0.03% Reduce -90.3% 5,850 $338K
Violich Capital Management, Inc. 0.04% No change 5,855 $338K
LCNB Corp. 0.12% No change 5,828 $337K
CNB Bank 0.15% Reduce -13.7% 5,800 $335K
Luts & Greenleigh Group, Inc. 0.32% Reduce -5.4% 5,776 $334K
First National Bank & Trust Co. of Newtown 0.06% Reduce -1.1% 5,763 $333K
Rehmann Capital Advisory Group 0.02% Reduce -0.7% 5,758 $333K
Aspiriant, LLC 0.01% Add +0.1% 5,749 $332K
Old Port Advisors 0.09% Reduce -1.5% 5,732 $331K
Salem Investment Counselors Inc. 0.01% Add +0.7% 5,722 $331K
PDT Partners, LLC 0.03% New 5,700 $329K
Procyon Advisors, LLC 0.02% Reduce -39.4% 5,688 $328K
Wedmont Private Capital 0.02% Add +7.9% 5,746 $328K
Advanced Portfolio Management, LLC 0.33% Reduce -46.4% 5,632 $325K
Centre Asset Management, LLC 0.07% Reduce -4.9% 5,621 $325K
Lantern Wealth Advisors, LLC 0.22% Add +3.9% 5,610 $324K
Teacher Retirement System of Texas 0.00% Reduce -65.5% 5,612 $324K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 5,600 $324K
Northstar Advisory Group, LLC 0.17% Add +0.5% 5,589 $323K
Summit Trail Advisors, LLC 0.01% Reduce -13.1% 5,568 $322K
Cobblestone Asset Management LLC 0.19% Add +0.1% 5,564 $322K
IFP Advisors, Inc 0.01% Add +2.6% 5,560 $321K
Colonial Trust Advisors 0.03% Add +7.9% 5,529 $320K
Brighton Jones LLC 0.01% Reduce -19.5% 5,528 $319K
Pallas Capital Advisors LLC 0.01% New 5,241 $318K
Chesapeake Wealth Management 0.11% Add +12.5% 5,498 $318K
Fort Washington Investment Advisors Inc. 0.00% Reduce -1.8% 5,493 $317K
Lake Street Advisors Group, LLC 0.01% Reduce -0.0% 5,461 $316K
Citizens Financial Group Inc. 0.01% Reduce -4.0% 5,456 $315K
Campion Asset Management 0.23% Add +5.3% 5,441 $314K
Summit Asset Management, LLC 0.04% Reduce -5.2% 5,430 $314K
Sfmg, LLC 0.03% No change 5,405 $312K
Capital Analysts, LLC 0.01% Reduce -0.6% 5,393 $312K
Pine Valley Investments Ltd Liability Co 0.02% Add +7.2% 5,397 $312K
Camden National Bank 0.04% Reduce -7.6% 5,388 $311K
Pinebridge Investments, L.P. 0.00% New 5,378 $311K
Ostrum Asset Management 0.03% Add +1.2% 5,339 $309K
Nabity-Jensen Investment Management Inc 0.24% No change 5,336 $308K
Dividend Assets Capital, LLC 0.06% No change 5,326 $308K
HF Advisory Group, LLC 0.14% Reduce -2.6% 5,324 $308K
ZWJ Investment Counsel Inc. 0.01% Reduce -11.4% 5,288 $306K
MKT Advisors LLC 0.14% Reduce -3.1% 5,221 $305K
Ossiam 0.01% Add +226.8% 5,272 $305K
Commonwealth Financial Services, LLC 0.06% Add +8.7% 5,225 $304K
Compass Ion Advisors, LLC 0.04% Reduce -4.9% 5,253 $304K
Alpha Cubed Investments, LLC 0.01% Reduce -12.3% 5,187 $300K
Kinloch Capital, LLC 0.15% Reduce -12.9% 5,184 $300K
Corton Capital Inc. 0.15% New 5,172 $299K
Private Trust Co. NA 0.03% Reduce -5.7% 5,167 $299K
Evercore Wealth Management, LLC 0.00% Reduce -8.0% 5,163 $298K
WINTON GROUP Ltd 0.02% New 5,148 $298K
Clearbridge Investments, LLC 0.00% No change 5,134 $297K
Berger Financial Group, Inc 0.02% Add +0.3% 5,105 $295K
Stoneridge Investment Partners LLC 0.11% No change 5,109 $295K
Smartleaf Asset Management LLC 0.04% Add +66.1% 5,155 $295K
Interchange Capital Partners, LLC 0.10% Add +2.4% 5,054 $292K
Flputnam Investment Management Co. 0.01% Reduce -4.9% 5,045 $292K
Titleist Asset Management, LLC 0.04% New 5,027 $290K
Longview Financial Advisors, Inc. 0.21% Reduce -0.2% 4,996 $289K
A. D. Beadell Investment Counsel, Inc. 0.23% No change 5,000 $288K
Citizens National Bank Trust Department 0.06% No change 4,973 $287K
Banco Santander, S.A. 0.00% New 4,963 $287K
First Command Advisory Services, Inc. 0.00% Add +9.4% 4,955 $286K
Evergreen Capital Management LLC 0.01% Reduce -3.2% 4,952 $286K
Ardsley Advisory Partners LP 0.05% New 4,950 $286K
Northwest Financial Advisors 0.23% Add +0.1% 4,945 $286K
Concord Wealth Partners 0.05% Add +0.3% 4,924 $285K
Walker Asset Management, LLC 0.18% Add +1.9% 4,922 $284K
Sound View Wealth Advisors Group, LLC 0.02% Add +1.6% 4,919 $284K
Kingfisher Capital LLC 0.07% Add +1.2% 4,897 $283K
Shelton Capital Management 0.01% Reduce -5.9% 4,828 $279K
Wolverine Asset Management LLC 0.03% No change 4,799 $277K
Flynn Zito Capital Management, LLC 0.13% Reduce -7.4% 4,796 $277K
CX Institutional 0.01% Add +4.8% 4,770 $276K
Herold Advisors, Inc. 0.06% New 4,760 $275K
Morningstar Investment Management LLC 0.03% Reduce -20.4% 4,816 $274K
Investment Partners Asset Management, Inc. 0.22% No change 4,729 $273K
Coppell Advisory Solutions LLC 0.04% Add +280.9% 4,772 $273K
Shell Asset Management Co. 0.01% — 4,703 $272K
Essex Bank 0.07% Add +11.9% 4,705 $272K
CJM Wealth Advisers, Ltd. 0.09% Add +6.1% 4,704 $272K
Ifrah Financial Services, Inc. 0.07% New 4,702 $272K
Lion Street Advisors, LLC 0.09% Reduce -9.8% 4,680 $270K
Meridian Financial Advisors, LLC 0.18% Add +3.0% 4,670 $270K
Sage Mountain Advisors LLC 0.02% Add +3.0% 4,661 $269K
Spinnaker Trust 0.02% No change 4,657 $269K
OLIO Financial Planning 0.11% No change 5,676 $267K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,600 $266K
Great Valley Advisor Group, Inc. 0.01% New 4,604 $266K
Keudell/Morrison Wealth Management 0.07% Reduce -41.1% 4,597 $266K
Infrastructure Capital Advisors, LLC 0.04% Reduce -52.1% 4,596 $266K
Ethic Inc. 0.01% Reduce -11.3% 5,387 $265K
CI Investments Inc. 0.00% Reduce -34.9% 4,585 $265K
Jaffetilchin Investment Partners, LLC 0.02% Add +3.1% 4,586 $265K
Schmidt P J Investment Management Inc. 0.05% Reduce -46.7% 4,564 $264K
Keel Point, LLC 0.02% Reduce -3.8% 4,559 $263K
Sherbrooke Park Advisers LLC 0.06% New 4,551 $263K
Bogart Wealth, LLC 0.01% Reduce -6.2% 4,547 $263K
Checchi Capital Advisers, LLC 0.02% New 4,538 $262K
King Luther Capital Management Corp. 0.00% Add +2.2% 4,516 $261K
Tower Bridge Advisors 0.03% Reduce -24.4% 4,512 $261K
Second Half Financial Partners, LLC 0.14% New 4,506 $260K
Sageworth Trust Co 0.02% New 4,500 $260K
Newman Dignan & Sheerar, Inc. 0.06% No change 4,300 $259K
Aspect Partners, LLC 0.14% No change 4,438 $256K
NorthStar Asset Management LLC 0.17% Add +0.5% 4,433 $256K
Hall Laurie J Trustee 0.08% Add +82.5% 4,425 $256K
Johnson Financial Group, Inc. 0.01% Add +1465.6% 4,415 $255K
D.B. Root & Company, LLC 0.08% Reduce -44.7% 4,394 $254K
AdvisorNet Financial, Inc 0.02% Add +17.1% 4,363 $252K
Dudley Capital Management, LLC 0.13% New 4,361 $252K
Arkadios Wealth Advisors 0.01% Add +5.3% 4,361 $252K
Greatmark Investment Partners, Inc. 0.03% New 4,350 $251K
TD Waterhouse Canada Inc. 0.00% New 4,315 $251K
Financial Advocates Investment Management 0.01% Reduce -33.5% 4,316 $249K
Pier 88 Investment Partners LLC 0.29% No change 4,315 $249K
Mather Group, Llc. 0.00% Reduce -2.0% 4,312 $249K
Engineers Gate Manager LP 0.00% Reduce -80.8% 4,308 $249K
Versor Investments LP 0.04% New 4,300 $248K
Fulton Breakefield Broenniman LLC 0.02% Reduce -12.5% 4,297 $248K
Resources Management Corp. /CT/ 0.03% Reduce -5.5% 4,299 $248K
Athena Investment Management 0.14% Reduce -3.1% 4,288 $248K
River Wealth Advisors LLC 0.03% Reduce -25.6% 4,268 $247K
Boltwood Capital Management 0.07% Reduce -19.7% 4,260 $246K
Rwa Wealth Partners, LLC 0.00% New 4,256 $246K
Schrum Private Wealth Management LLC 0.13% New 4,246 $245K
Heritage Wealth Management, Inc. 0.08% Add +0.9% 4,235 $245K
MTM Investment Management, LLC 0.10% No change 4,200 $245K
Waldron Private Wealth LLC 0.01% Reduce -11.5% 4,211 $243K
Alliance Wealth Advisors, LLC 0.14% No change 4,198 $243K
Howard Bailey Securities, LLC 0.09% — 4,197 $243K
MidAtlantic Capital Management, Inc. 0.18% No change 4,195 $242K
Novak & Powell Financial Services, Inc. 0.14% Add +0.8% 4,187 $242K
Provenance Wealth Advisors, LLC 0.03% No change 4,176 $241K
Continuum Advisory, LLC 0.03% Reduce -7.6% 4,288 $241K
Institute for Wealth Management, LLC. 0.03% Reduce -1.2% 4,130 $239K
Cahaba Wealth Management, Inc. 0.02% Add +1.1% 4,129 $239K
Epoch Investment Partners, Inc. 0.00% Reduce -7.2% 4,125 $238K
Concord Asset Management, LLC 0.05% New 4,124 $238K
Pinnacle West Asset Management, Inc. 0.17% New 4,120 $238K
Sterling Investment Counsel, LLC 0.08% No change 4,101 $237K
Chapin Davis, Inc. 0.08% Reduce -4.7% 4,092 $236K
Old North State Trust, LLC 0.19% New 4,081 $236K
Register Financial Advisors LLC 0.12% Add +0.8% 4,079 $236K
Kestra Investment Management, LLC 0.01% New 4,075 $235K
Nadler Financial Group, Inc. 0.03% New 4,067 $235K
Simon Quick Advisors, LLC 0.01% New 4,066 $235K
Fee-Only Financial Planning, L.C. 0.15% New 4,060 $235K
Glass Jacobson Investment Advisors llc 0.08% Reduce -3.1% 4,056 $234K
Gateway Investment Advisers LLC 0.00% Reduce -3.0% 4,045 $234K
Aaron Wealth Advisors LLC 0.03% New 4,039 $233K
Sentry Investment Management LLC 0.10% New 4,027 $233K
Ballast, Inc. 0.07% New 4,003 $231K
Simplicity Wealth,LLC 0.02% Reduce -84.4% 3,973 $230K
Welch & Forbes LLC 0.00% New 3,970 $229K
Cedrus LLC 0.08% Reduce -31.3% 3,952 $228K
Hollow Brook Wealth Management LLC 0.07% New 3,950 $228K
Physician Wealth Advisors, Inc. 0.04% New 3,960 $228K
Wealth Quarterback LLC 0.12% Reduce -5.7% 3,894 $225K
Perigon Wealth Management, LLC 0.01% New 3,880 $224K
Stiles Financial Services Inc 0.08% New 3,876 $224K
Avestar Capital, LLC 0.02% New 3,875 $224K
Harbour Trust & Investment Management Co 0.03% Reduce -15.7% 3,874 $224K
North Star Investment Management Corp. 0.02% Add +0.9% 3,873 $224K
North Point Portfolio Managers Corp. 0.04% New 3,850 $222K
Forum Financial Management, LP 0.00% New 3,845 $222K
David J Yvars Group 0.14% Reduce -7.2% 3,843 $222K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -3.7% 3,842 $222K
Boston Family Office LLC 0.01% New 3,850 $222K
Trueblood Wealth Management, LLC 0.11% New 3,840 $222K
Sapient Capital LLC 0.00% New 3,838 $222K
Tompkins Financial Corp. 0.02% Add +2.4% 3,810 $220K
nVerses Capital, LLC 0.10% New 3,800 $220K
Independent Financial Group, LLC 0.01% Reduce -24.9% 3,799 $220K
Prio Wealth Limited Partnership 0.01% New 3,799 $220K
Park Place Capital Corp 0.06% Reduce -60.5% 3,785 $219K
Probity Advisors, Inc. 0.04% New 3,774 $218K
Brown, Lisle/Cummings, Inc. 0.07% No change 3,766 $218K
Chicago Capital, LLC 0.01% New 3,759 $217K
Strategic Blueprint, LLC 0.01% New 3,759 $217K
First City Capital Management, Inc. 0.11% New 3,752 $217K
Equitable Trust Co. 0.01% New 3,740 $216K
Private Management Group Inc. 0.01% New 3,731 $216K
Penobscot Investment Management Company, Inc. 0.02% New 3,725 $215K
Westover Capital Advisors, LLC 0.04% New 3,700 $214K
Widmann Financial Services, Inc. 0.16% Reduce -2.4% 3,691 $213K
Bridges Investment Management Inc. 0.00% New 3,690 $213K
Abel Hall, LLC 0.14% New 3,685 $213K
Choate Investment Advisors 0.01% New 3,682 $213K
First Citizens Bank & Trust Co. 0.00% Reduce -90.7% 3,676 $212K
Journey Strategic Wealth LLC 0.01% New 3,675 $212K
RFG Advisory, LLC 0.01% New 3,668 $212K
Schechter Investment Advisors, LLC 0.02% New 3,660 $211K
MBA Advisors LLC 0.10% New 3,644 $211K
Howard Capital Management Group, LLC 0.01% New 3,635 $210K
Hunter Associates Investment Management LLC 0.03% Reduce -14.1% 3,627 $209K
Legacy Advisors, LLC 0.02% New 3,570 $206K
State of Wyoming 0.03% Add +3.0% 3,560 $206K
Cornell Pochily Investment Advisors, Inc. 0.07% New 3,551 $205K
Eagle Strategies LLC 0.04% New 3,547 $205K
Birmingham Capital Management Co. Inc. 0.07% New 3,545 $205K
Evoke Wealth, LLC 0.01% New 3,535 $204K
LifePlan Financial, LLC 0.18% Reduce -23.7% 3,533 $204K
West Family Investments, Inc. 0.07% New 3,528 $204K
Ipswich Investment Management Co., Inc. 0.05% New 3,524 $204K
Visionary Wealth Advisors 0.01% Reduce -17.8% 3,515 $203K
Sandbox Financial Partners, LLC 0.07% New 3,501 $202K
Kepos Capital LP 0.09% Reduce -20.7% 3,493 $202K
Oxford Financial Group, LTD. LLC 0.01% New 3,495 $202K
CIC Wealth, LLC 0.05% New 3,471 $201K
Aull & Monroe Investment Management Corp 0.09% New 3,468 $200K
William B. Walkup & Associates, Inc. 0.12% No change 3,408 $197K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +0.6% 3,175 $193K
NFSG Corp 0.07% Add +48.4% 3,312 $191K
Front Row Advisors LLC 0.07% Reduce -12.6% 3,266 $189K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +651.2% 3,230 $187K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -0.4% 3,182 $184K
Truvestments Capital LLC 0.05% New 3,160 $183K
Quent Capital, LLC 0.02% Add +2.3% 3,142 $181K
Lanark Financial, Inc. 0.02% Reduce -17.5% 3,134 $181K
GeoWealth Management, LLC 0.01% Reduce -6.3% 3,125 $181K
Mechanics Financial Corp 0.08% No change 3,000 $173K
Y.D. More Investments Ltd 0.02% Add +3.0% 2,977 $172K
HHM Wealth Advisors, LLC 0.02% Add +7.8% 2,893 $167K
Motco 0.02% Add +10.8% 2,881 $166K
Sound Income Strategies, LLC 0.01% Reduce -2.4% 2,855 $165K
CVA Family Office, LLC 0.03% Add +3.5% 2,849 $165K
Delta Asset Management LLC 0.01% Reduce -25.9% 2,790 $161K
Rosenberg Matthew Hamilton 0.04% No change 2,775 $160K
Independence Bank of Kentucky 0.03% Add +20.4% 2,746 $159K
Fortitude Family Office, LLC 0.06% Add +2366.7% 2,738 $158K
Catalyst Funds Management Pty Ltd 0.03% New 2,700 $156K
Versant Capital Management, Inc 0.04% Add +4.7% 2,673 $154K
Cromwell Holdings LLC 0.10% No change 2,666 $154K
Richardson Financial Services Inc. 0.10% No change 3,120 $153K
Dynamic Wealth Strategies, LLC 0.12% Reduce -5.6% 2,630 $152K
WASHINGTON TRUST Co 0.01% Reduce -34.2% 2,562 $148K
Sittner & Nelson, LLC 0.07% No change 2,548 $147K
Hilltop National Bank 0.04% Reduce -13.9% 2,530 $146K
Centiva Capital, LP 0.01% New 2,515 $145K
S.A. Mason LLC 0.08% No change 2,498 $144K
Optiver Holding B.V. 0.00% New 2,434 $141K
Centerpoint Advisors, LLC 0.05% No change 2,430 $140K
Ransom Advisory, Ltd 0.06% Reduce -29.4% 2,400 $139K
Burkett Financial Services, LLC 0.06% Add +1.2% 2,354 $136K
First Financial Corp. 0.06% No change 2,300 $133K
Alta Advisers Ltd 0.06% No change 2,300 $133K
Jamison Private Wealth Management, Inc. 0.02% Add +0.4% 2,287 $132K
Bray Capital Advisors 0.03% Add +0.0% 2,275 $131K
Parkside Financial Bank & Trust 0.02% Reduce -4.0% 2,244 $130K
FWL Investment Management, LLC 0.05% Add +54.0% 2,140 $124K
Duncker Streett & Co. Inc. 0.02% Reduce -12.3% 2,135 $123K
Allianz SE 0.00% No change 2,100 $121K
Macroview Investment Management LLC 0.12% No change 2,051 $119K
Hobbs Group Advisors, LLC 0.04% Add +0.1% 2,049 $118K
Sachetta, LLC 0.05% Reduce -9.0% 2,045 $118K
Carolinas Wealth Consulting LLC 0.02% Reduce -1.6% 2,019 $117K
Laurel Wealth Advisors LLC 0.02% Add +16.8% 2,003 $116K
Washington Trust Advisors, Inc. 0.01% No change 2,000 $116K
Evolution Advisers, Inc. 0.06% Add +0.8% 1,972 $114K
Union Savings Bank 0.06% Add +9.9% 1,945 $112K
Crewe Advisors LLC 0.01% Reduce -1.6% 1,853 $107K
Deseret Mutual Benefit Administrators 0.05% No change 1,850 $107K
Catalyst Capital Advisors LLC 0.00% Add +183.8% 1,836 $106K
Tradewinds Capital Management, LLC 0.03% Add +1.2% 1,830 $106K
City State Bank 0.04% Add +93.0% 1,806 $104K
Financial Gravity Companies, Inc. 0.03% — 1,757 $102K
Sawyer & Company, Inc 0.04% Reduce -12.3% 1,704 $98K
Riggs Asset Managment Co. Inc. 0.03% No change 1,612 $93K
Evermay Wealth Management LLC 0.01% No change 1,602 $93K
Global Trust Asset Management, LLC 0.03% No change 1,594 $92K
Valley National Advisers Inc. 0.02% Reduce -36.1% 1,601 $92K
Silvant Capital Management LLC 0.00% Add +48.5% 1,591 $92K
Operose Advisors LLC 0.03% Add +270.6% 1,575 $91K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,525 $88K
Earned Wealth Advisors, LLC 0.03% New 1,519 $88K
Piscataqua Savings Bank 0.07% No change 1,517 $88K
Sugarloaf Wealth Management, LLC 0.01% No change 1,500 $87K
Harbor Investment Advisory, LLC 0.01% Reduce -0.2% 1,423 $82K
Oakworth Capital, Inc. 0.01% Add +48.4% 1,410 $81K
Pinnacle Bancorp, Inc. 0.02% No change 1,336 $77K
Princeton Global Asset Management LLC 0.01% Add +1.1% 1,309 $76K
Covestor Ltd 0.05% No change 1,287 $74K
Coastline Trust Co 0.01% New 1,272 $74K
Logan Capital Management Inc. 0.00% No change 1,250 $72K
CKW Financial Group 0.01% No change 1,200 $70K
Addison Advisors LLC 0.02% Add +2.2% 1,210 $70K
Grove Bank & Trust 0.01% Reduce -66.8% 1,210 $70K
Ashton Thomas Securities, LLC 0.01% New 1,155 $67K
Strategic Investment Solutions, Inc. 0.02% Add +6.3% 1,139 $66K
Private Wealth Management Group, LLC 0.03% No change 1,127 $65K
Bruce G. Allen Investments, LLC 0.05% Add +1.5% 1,115 $64K
GPS Wealth Strategies Group, LLC 0.01% Add +2.6% 1,112 $64K
American Capital Advisory, LLC 0.04% Add +40.3% 1,108 $64K
Venturi Wealth Management, LLC 0.00% Reduce -18.0% 1,101 $64K
Bank & Trust Co 0.05% Add +32.0% 1,101 $64K
Byrne Asset Management LLC 0.04% No change 1,100 $64K
ORG Partners LLC 0.01% Reduce -22.6% 1,098 $63K
Gen-Wealth Partners Inc 0.03% Reduce -19.8% 1,080 $63K
SOA Wealth Advisors, LLC. 0.01% Reduce -36.2% 1,089 $63K
Oarsman Capital, Inc. 0.01% New 1,086 $63K
Alpine Bank Wealth Management 0.01% — 1,076 $62K
True Wealth Design, LLC 0.02% Add +8138.5% 1,071 $62K
Financial Management Professionals, Inc. 0.01% Reduce -3.1% 1,063 $61K
Beacon Capital Management, LLC 0.01% Add +3.8% 1,033 $60K
Glen Eagle Advisors, LLC 0.01% Add +0.6% 1,031 $60K
Webster Bank, N. A. 0.01% Add +3.7% 1,015 $59K
Trifecta Capital Advisors, LLC 0.01% No change 1,000 $58K
Atwood & Palmer Inc. 0.00% No change 1,000 $58K
SIMA Wealth Partners, LLC 0.05% No change 989 $57K
Western Pacific Wealth Management, LP 0.04% No change 932 $54K
Gleason Group, Inc. 0.01% Reduce -6.2% 926 $54K
SWAN Capital LLC 0.03% No change 922 $53K
MeadowBrook Investment Advisors LLC 0.05% Reduce -47.7% 900 $52K
Compass Wealth Management LLC 0.01% No change 900 $52K
Canton Hathaway, LLC 0.01% No change 900 $52K
GW&K Investment Management, LLC 0.00% Add +4.0% 905 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 870 $50K
Community Bank, N.A. 0.01% Reduce -18.8% 857 $50K
Missouri Trust & Investment Co 0.02% No change 825 $48K
Briaud Financial Planning Inc 0.02% No change 819 $47K
Headlands Technologies LLC 0.01% New 794 $46K
FSC Wealth Advisors, LLC 0.03% Add +0.6% 787 $45K
MV Capital Management, Inc. 0.00% Add +1.0% 780 $45K
CoreFirst Bank & Trust 0.03% New 776 $45K
McClarren Financial Advisors, Inc. 0.01% Add +16.3% 57 $43K
Kimelman & Baird, LLC 0.00% No change 730 $42K
Aster Capital Management (DIFC) Ltd 0.01% — 724 $42K
Avior Wealth Management, LLC 0.00% Reduce -8.2% 713 $41K
Viking Fund Management LLC 0.01% No change 700 $40K
Hanson & Doremus Investment Management 0.01% Reduce -7.5% 696 $40K
Cyrus J. Lawrence, LLC 0.01% Add +35.0% 675 $39K
Capital Advisors, Ltd. LLC 0.00% No change 670 $39K
Carmichael Hill & Associates, Inc. 0.01% Add +1.2% 669 $39K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +1.2% 661 $38K
Center for Financial Planning, Inc. 0.01% No change 641 $37K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -44.0% 639 $37K
Blue Bell Private Wealth Management, LLC 0.01% Add +9.5% 632 $37K
Foster Dykema Cabot & Partners, LLC 0.00% No change 628 $36K
Rise Advisors, LLC 0.02% Reduce -3.5% 626 $36K
Reston Wealth Management LLC 0.01% New 622 $36K
Larson Financial Group LLC 0.00% Add +282.4% 608 $35K
Atticus Wealth Management, LLC 0.01% No change 593 $34K
Old Second National Bank of Aurora 0.01% No change 587 $34K
Aspire Private Capital, LLC 0.01% Reduce -18.2% 586 $34K
Millburn Ridgefield LLC 0.00% Reduce -10.2% 581 $34K
Dunhill Financial, LLC 0.02% Add +601.2% 568 $33K
Optimum Investment Advisors 0.01% No change 563 $33K
Frazier Financial Advisors, LLC 0.03% New 561 $32K
Boyd Watterson Asset Management LLC 0.01% No change 557 $32K
Clearstead Trust, LLC 0.01% No change 538 $31K
Hemington Wealth Management 0.01% New 507 $30K
Dagco, Inc. 0.01% Add +2.4% 503 $29K
Riverview Trust Co 0.03% Add +3.5% 501 $29K
Pacific Center for Financial Services 0.01% No change 500 $29K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $29K
Criterion Capital Advisors, LLC 0.02% No change 579 $28K
Sanctuary Wealth Management, L.L.C. 0.02% New 480 $28K
Monetary Management Group Inc. 0.01% Add +19.8% 479 $28K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +0.2% 469 $27K
Chilton Capital Management LLC 0.00% New 464 $27K
Providence Capital Advisors, LLC 0.01% No change 458 $26K
Semmax Financial Advisors Inc. 0.01% Reduce -10.5% 451 $26K
Arax Advisory Partners 0.00% Add +37.5% 425 $25K
MCF Advisors LLC 0.00% Add +0.3% 408 $24K
Annapolis Financial Services, LLC 0.01% No change 400 $23K
Kennebec Savings Bank 0.02% — 385 $22K
American National Bank & Trust 0.00% No change 382 $22K
Rakuten Securities, Inc. 0.01% Add +363.4% 380 $22K
Wolff Wiese Magana LLC 0.01% No change 373 $22K
Creative Financial Designs Inc. 0.00% Add +0.8% 364 $21K
Bangor Savings Bank 0.00% Reduce -27.8% 363 $21K
DecisionPoint Financial, LLC 0.01% No change 355 $21K
JFS Wealth Advisors, LLC 0.00% Add +20.3% 350 $20K
Sit Investment Associates Inc. 0.00% No change 349 $20K
Archer Investment Corp 0.01% Add +0.6% 341 $20K
Avalon Trust Co 0.00% Reduce -42.4% 340 $20K
CGC Financial Services, LLC 0.01% No change 339 $20K
Plante Moran Financial Advisors, LLC 0.00% Add +3.1% 328 $19K
West Financial Advisors, LLC 0.00% No change 326 $19K
M&R Capital Management Inc. 0.00% No change 324 $19K
Gables Capital Management Inc. 0.01% No change 320 $18K
Bell Investment Advisors, Inc 0.00% Reduce -9.1% 320 $18K
Legacy Investment Solutions, LLC 0.01% — 321 $18K
Legacy Wealth Managment, LLC 0.01% — 321 $18K
First Personal Financial Services 0.00% Reduce -26.6% 301 $17K
Atlantic Private Wealth, LLC 0.01% New 300 $17K
New Potomac Partners, LLC 0.01% New 300 $17K
ESL Trust Services, LLC 0.00% No change 300 $17K
Northwest Bank & Trust Co 0.01% No change 294 $17K
Miller Wealth Advisors, LLC 0.01% No change 280 $17K
Bare Financial Services, Inc 0.01% No change 282 $16K
Morton Brown Family Wealth, LLC 0.01% Add +277.8% 272 $16K
Abound Wealth Management 0.01% No change 272 $16K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -27.8% 260 $15K
CBIZ Investment Advisory Services, LLC 0.00% Add +3.6% 259 $15K
GHP Investment Advisors, Inc. 0.00% New 254 $15K
Pineridge Advisors LLC 0.01% No change 251 $15K
Legacy Bridge, LLC 0.01% No change 245 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 243 $14K
Pingora Partners LLC 0.01% No change 235 $14K
McIlrath & Eck, LLC 0.00% No change 230 $13K
Cornerstone Planning Group LLC 0.00% Add +3.4% 215 $13K
Winch Advisory Services, LLC 0.00% Add +0.5% 213 $12K
West Paces Advisors Inc. 0.00% No change 213 $12K
Perritt Capital Management Inc 0.01% Add +1.4% 213 $12K
Avion Wealth 0.00% Add +3.9% 216 $12K
CarsonAllaria Wealth Management, Ltd. 0.01% Add +10.4% 202 $12K
Westside Investment Management, Inc. 0.00% No change 210 $12K
Cetera Trust Company, N.A 0.01% No change 200 $12K
RE Dickinson Investment Advisors, LLC 0.01% No change 200 $12K
GoalVest Advisory LLC 0.00% No change 200 $12K
Albion Financial Group 0.00% No change 200 $12K
BOK Financial Private Wealth, Inc. 0.00% New 200 $12K
Baldwin Wealth Partners LLC 0.00% Add +19.9% 199 $12K
HBC Financial Services, PLLC 0.01% No change 200 $11K
Bollard Group LLC 0.00% No change 198 $11K
FSA Wealth Management LLC 0.00% — 187 $11K
WR Wealth Planners, LLC 0.00% No change 178 $10K
Cape Investment Advisory, Inc. 0.00% No change 171 $10K
Claris Advisors, LLC / Mo / 0.00% New 169 $10K
Ramirez Asset Management, Inc. 0.00% No change 166 $10K
PSI Advisors, LLC 0.00% No change 162 $9K
Security National Bank 0.00% No change 159 $9K
Ascentis Independent Advisors 0.00% New 159 $9K
Pacifica Partners Inc. 0.00% No change 152 $9K
Barrett & Company, Inc. 0.00% No change 150 $9K
Trust Co 0.00% No change 150 $9K
Core Alternative Capital 0.00% No change 149 $9K
Anfield Capital Management, LLC 0.00% No change 147 $8K
Mb, Levis & Associates, LLC 0.00% Add +1.5% 135 $8K
Highline Wealth Partners LLC 0.00% Add +17.0% 131 $8K
Nemes Rush Group LLC 0.00% No change 154 $8K
Fairscale Capital, LLC 0.01% No change 127 $7K
Richard W. Paul & Associates, LLC 0.00% Reduce -63.1% 127 $7K
Mfa Wealth Advisors, LLC 0.00% No change 120 $7K
Prestige Wealth Management Group LLC 0.00% No change 114 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 109 $6K
Summit Securities Group LLC 0.00% Reduce -99.5% 100 $6K
Mascoma Wealth Management LLC 0.00% No change 100 $6K
Flaharty Asset Management, LLC 0.00% New 100 $6K
Eagle Bay Advisors LLC 0.00% Reduce -10.3% 96 $6K
Stephens Consulting, LLC 0.00% Reduce -57.1% 93 $5K
Kozak & Associates, Inc. 0.00% Add +1.1% 89 $5K
Carolina Wealth Advisors, LLC 0.00% New 88 $5K
Signature Resources Capital Management, LLC 0.00% No change 86 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -19.2% 84 $5K
Accordant Advisory Group Inc 0.00% Reduce -49.6% 71 $4K
Arlington Trust Co LLC 0.00% New 70 $4K
Raffa Wealth Management, LLC 0.00% Reduce -73.9% 67 $4K
Legend Financial Advisors, Inc. 0.00% No change 63 $4K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 62 $4K
Bellevue Asset Management, LLC 0.00% Add +1.7% 59 $3K
Clear Point Advisors Inc. 0.00% Reduce -50.4% 59 $3K
Thompson Investment Management, Inc. 0.00% No change 56 $3K
Leonteq Securities AG 0.00% Reduce -96.8% 54 $3K
AlphaMark Advisors, LLC 0.00% Reduce -60.0% 50 $3K
Coston, McIsaac & Partners 0.00% Add +1.8% 57 $3K
Penserra Capital Management LLC 0.00% Add +4.5% 69 $3K
Rogco, LP 0.00% Reduce -42.5% 46 $3K
Peterson Financial Group, Inc. 0.01% New 43 $2K
JNBA Financial Advisors 0.00% New 40 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -9.8% 37 $2K
Tucker Asset Management LLC 0.00% Reduce -61.5% 35 $2K
TFC Financial Management, Inc. 0.00% Add +169.2% 35 $2K
SJS Investment Consulting Inc. 0.00% Add +37.5% 33 $2K
Tidemark, LLC 0.00% No change 33 $2K
Iron Horse Wealth Management, LLC 0.00% Add +100.0% 30 $2K
Atlas Capital Advisors Inc. 0.00% No change 28 $2K
Redmont Wealth Advisors LLC 0.00% No change 22 $1K
Nvwm, LLC 0.00% No change 21 $1K
Stone House Investment Management, LLC 0.00% No change 20 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -44.4% 5 $1K
PrairieView Partners, LLC 0.00% No change 24 $1K
Pathway Financial Advisers, LLC 0.00% Add +351.9% 48,176 $834
Fortis Group Advisors, LLC 0.00% No change 13 $751
WestEnd Advisors, LLC 0.00% No change 11 $636
ClariVest Asset Management LLC 0.00% No change 11 $546
West Branch Capital LLC 0.00% New 6 $347
Chesapeake Asset Management LLC 0.00% New 5 $288
Mendota Financial Group, LLC 0.00% New 2 $116
Valued Wealth Advisors LLC 0.00% No change 2 $116
Creative Capital Management Investments LLC 0.00% No change 1 $58

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