Dominion EnergyD

13F holders, Q4 2024 (December 31)
1,372holders +20
84new positions
129sold out
7famous investors
$53.87avg. 13F price*

At the end of Q4 2024, 1,372 institutions reported holding Dominion Energy Inc. (D) in their 13F filings, up 20 from Q3 2024. 84 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($4.8B), BlackRock, Inc. ($3.7B) and State Street Corp. ($2.4B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Dominion Energy Inc.
Sector
Utilities
CUSIP
25746U109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions84$210.0M
Exits129$105.8M

All 13F filers, Q3 2024 → Q4 2024: 38,192,120 shares bought and 30,657,914 shares sold, net +7,534,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,372 holders

Vanguard Group Inc. 0.08% Add +0.8% 89,513,956 $4.8B
BlackRock, Inc. 0.08% Add +4.5% 69,477,401 $3.7B
State Street Corp. 0.09% Reduce -0.5% 44,070,106 $2.4B
Massachusetts Financial Services Co. 0.53% Add +5.0% 30,960,638 $1.7B
JPMorgan Chase & Co. 0.12% Reduce -2.3% 27,957,173 $1.5B
Capital Research Global Investors 0.26% Reduce -8.4% 23,613,162 $1.3B
Dodge & Cox 0.71% Reduce -0.3% 22,623,133 $1.2B
Geode Capital Management, LLC 0.08% Add +3.4% 18,477,121 $997.0M
Bank of New York Mellon Corp 0.15% Add +7.7% 14,938,848 $804.6M
Wellington Management Group LLP 0.15% Reduce -2.5% 14,861,946 $800.5M
T. Rowe Price Associates Inc. 0.08% Reduce -26.7% 12,538,170 $675.3M
Bank of America Corp. 0.06% Add +2.9% 11,946,195 $643.4M
Canada Pension Plan Investment Board 0.59% Add +0.6% 11,450,928 $616.7M
Invesco Ltd. 0.11% Add +6.8% 10,959,325 $590.3M
Morgan Stanley 0.04% Add +20.3% 10,215,738 $550.2M
Hotchkis & Wiley Capital Management LLC 1.78% Add +18.0% 9,952,073 $536.0M
Northern Trust Corp. 0.07% Add +16.7% 9,315,991 $501.8M
Franklin Resources Inc. 0.14% Add +2.6% 8,944,086 $481.7M
Norges Bank 0.06% Add +3.7% 8,788,608 $473.4M
Legal & General Group Plc 0.10% Reduce -2.5% 7,049,908 $379.7M
Goldman Sachs Group Inc. 0.06% Reduce -11.8% 5,878,163 $316.6M
Charles Schwab Investment Management Inc. 0.05% Add +2.9% 5,314,160 $286.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +21.3% 4,706,225 $253.5M
Royal Bank of Canada 0.05% Reduce -5.7% 4,548,207 $245.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.07% Add +5.4% 4,504,329 $242.6M
ClearBridge Investments Ltd 6.10% Reduce -3.3% 4,316,023 $232.5M
Wells Fargo & Company 0.06% Add +0.1% 4,260,339 $229.5M
UBS Group AG 0.05% Add +8.3% 4,117,007 $221.7M
Magellan Asset Management Ltd 2.34% Reduce -5.7% 3,955,452 $213.0M
California Public Employees Retirement System 0.14% Reduce -0.7% 3,832,496 $206.4M
American Century Companies Inc. 0.12% Add +207.7% 3,763,898 $202.7M
London Co. of Virginia 1.09% Add +19.4% 3,689,154 $198.7M
Mitsubishi UFJ Trust & Banking Corp 0.47% Reduce -17.0% 3,678,708 $198.1M
FMR LLC 0.01% Reduce -16.3% 3,180,318 $171.3M
Cohen & Steers, Inc. 0.26% Reduce -1.8% 2,554,791 $137.6M
Amundi 0.05% Add +15.8% 2,476,953 $135.2M
Swiss National Bank 0.08% Reduce -4.7% 2,370,020 $127.6M
Citigroup Inc. 0.12% Add +75.8% 2,309,306 $124.4M
National Pension Service 0.12% Reduce -5.2% 2,296,233 $123.7M
Marshall Wace, LLP 0.15% Add +8585.3% 2,210,322 $119.0M
Pictet Asset Management Holding SA 0.13% Reduce -6.3% 2,193,746 $118.2M
Thompson Siegel & Walmsley LLC 1.85% Reduce -8.2% 2,193,047 $118.1M
Dimensional Fund Advisors LP 0.03% Add +2.1% 2,190,137 $118.0M
HSBC Holdings PLC 0.07% Add +20.2% 2,118,036 $113.9M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +8.6% 2,086,092 $112.4M
Deutsche Bank AG 0.04% Add +17.1% 2,079,663 $112.0M
Nuveen Asset Management, LLC 0.03% Reduce -32.4% 1,892,773 $101.9M
Barclays PLC 0.05% Reduce -25.4% 1,829,175 $98.5M
BNP Paribas Financial Markets 0.07% Add +13.5% 1,598,897 $86.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.53% Reduce -0.4% 1,588,320 $85.5M
Caisse de depot et placement du Quebec 0.18% Reduce -40.5% 1,578,811 $85.0M
Empyrean Capital Partners, LP 4.75% No change 1,572,000 $84.7M
Bank of Montreal 0.04% Add +61.2% 1,463,408 $78.8M
Ameriprise Financial Inc. 0.02% Reduce -8.4% 1,429,361 $77.0M
Jupiter Asset Management Ltd. 0.75% Reduce -1.2% 1,427,544 $76.9M
Rhumbline Advisers 0.07% Reduce -1.1% 1,409,969 $75.9M
Manufacturers Life Insurance Company, The 0.07% Reduce -2.9% 1,396,192 $75.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +10.0% 1,345,714 $73.7M
Zimmer Partners, LP 1.25% New 1,341,790 $72.3M
Raymond James Financial Inc. 0.03% — 1,325,828 $71.4M
Jennison Associates LLC 0.04% Reduce -1.3% 1,244,966 $67.1M
Schroder Investment Management Group 0.06% Add +55.0% 1,243,438 $67.0M
Duff & Phelps Investment Management Co. 0.80% No change 1,238,640 $66.7M
Ensign Peak Advisors, Inc 0.11% Add +9.6% 1,184,515 $63.8M
Energy Income Partners, LLC 1.30% Add +184.2% 1,179,449 $63.5M
Maple-Brown Abbott Ltd 7.62% Reduce -1.7% 1,160,620 $62.5M
Natixis Advisors, LLC 0.12% Add +14.7% 1,157,389 $62.3M
First Trust Advisors LP 0.05% Add +259.0% 1,130,069 $60.9M
Alliancebernstein L.P. 0.02% Add +11.3% 1,122,952 $60.5M
PNC Financial Services Group, Inc. 0.04% Reduce -3.6% 1,096,834 $59.1M
California State Teachers Retirement System 0.06% Reduce -4.3% 998,577 $53.8M
New York State Common Retirement Fund 0.07% Add +0.0% 991,355 $53.4M
Principal Financial Group Inc. 0.03% Reduce -0.8% 943,660 $50.8M
Russell Investments Group, Ltd. 0.07% Reduce -7.5% 915,839 $49.3M
Macquarie Group Ltd. 0.06% Add +4.3% 905,873 $47.0M
Envestnet Asset Management Inc. 0.01% Reduce -25.8% 855,601 $46.1M
State Board of Administration of Florida Retirement System 0.09% Reduce -8.2% 842,363 $45.4M
LPL Financial LLC 0.02% Reduce -25.9% 791,292 $42.6M
Mackenzie Financial Corp. 0.06% Reduce -12.0% 783,461 $42.2M
APG Asset Management N.V. 0.11% Add +124.1% 783,828 $40.8M
Brandywine Global Investment Management, LLC 0.30% Add +36.3% 750,710 $40.4M
CIBC Private Wealth Group LLC 0.07% Add +397.1% 709,944 $38.8M
Two Sigma Investments, LP 0.09% Add +1090.0% 676,155 $36.4M
New York State Teachers Retirement System 0.08% Reduce -4.8% 662,470 $35.7M
Swiss Life Asset Management Ltd 0.26% Add +61.7% 657,447 $35.4M
Verition Fund Management LLC 0.18% Add +179.5% 654,080 $35.2M
1832 Asset Management L.P. 0.06% Reduce -11.2% 641,061 $34.5M
STRS Ohio 0.13% Reduce -1.8% 624,654 $33.6M
Janney Montgomery Scott LLC 0.09% Add +2.4% 613,687 $33.1M
Lazard Asset Management LLC 0.05% Add +64.5% 613,543 $33.0M
Victory Capital Management Inc. 0.03% Reduce -1.4% 601,898 $32.4M
Commonwealth Equity Services, LLC 0.05% Add +3.3% 594,000 $32.0M
Allianz Asset Management GmbH 0.05% Add +4.0% 588,821 $31.7M
RWC Asset Management LLP 1.88% Add +117.7% 582,044 $31.3M
GW Henssler & Associates Ltd. 1.77% Reduce -1.2% 532,865 $30.8M
Los Angeles Capital Management LLC 0.12% Reduce -39.3% 566,861 $30.5M
Korea Investment CORP 0.07% Reduce -17.1% 563,327 $30.3M
Vaughan David Investments LLC 0.69% Add +2.0% 542,512 $29.2M
Point72 Asset Management 0.08% Reduce -76.8% 522,660 $28.2M
Sei Investments Co. 0.04% Reduce -1.4% 513,391 $27.7M
Prudential Financial Inc. 0.04% Reduce -5.7% 494,645 $26.6M
Gotham Asset Management 0.25% Add +128.4% 488,062 $26.3M
State of Wisconsin Investment Board 0.07% Reduce -10.7% 476,470 $25.7M
National Bank of Canada 0.03% Add +1.9% 475,639 $25.4M
DNB Asset Management AS 0.11% Add +47.8% 468,206 $25.2M
Treasurer of the State of North Carolina 0.10% Add +1.3% 464,840 $25.0M
Pinebridge Investments, L.P. 0.19% Add +8514.8% 463,302 $25.0M
Two Sigma Advisers, LP 0.06% Add +2650.6% 456,600 $24.6M
HighTower Advisors, LLC 0.03% Add +14.7% 452,219 $24.4M
Alps Advisors Inc. 0.15% Add +8.2% 448,295 $24.1M
Poplar Forest Capital LLC 4.42% Reduce -25.9% 446,238 $24.0M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -2.0% 444,776 $24.0M
Cwm, LLC 0.10% Reduce -5.2% 441,413 $23.8M
Stifel Financial Corp. 0.02% Reduce -13.1% 433,829 $23.4M
Gabelli Funds LLC 0.18% Reduce -1.4% 433,000 $23.3M
CANADA LIFE ASSURANCE Co 0.04% Reduce -2.3% 416,660 $22.4M
DAVENPORT & Co LLC 0.13% Reduce -7.3% 404,439 $21.8M
Crawford Investment Counsel Inc. 0.39% Reduce -0.3% 397,649 $21.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +11.1% 397,492 $21.4M
Aberdeen Group plc 0.04% Add +11.7% 400,876 $21.4M
Neuberger Berman Group LLC 0.02% Reduce -83.1% 394,181 $21.2M
Susquehanna International Group, LLP 0.03% Add +97.2% 376,167 $20.3M
CBRE Investment Management Listed Real Assets LLC 0.35% No change 369,494 $19.9M
Godsey & Gibb, Inc. 1.98% Add +1.0% 368,821 $19.9M
Public Employees Retirement System of Ohio 0.07% Reduce -3.5% 360,643 $19.4M
Allspring Global Investments Holdings, LLC 0.03% Add +40.2% 347,287 $18.9M
Truist Financial Corp. 0.03% Reduce -17.4% 350,283 $18.9M
Pathstone Holdings, LLC 0.08% Reduce -0.8% 335,197 $18.1M
Asset Management One Co., Ltd. 0.06% Add +3.6% 326,878 $17.6M
Forsta Ap-Fonden 0.12% Reduce -3.5% 326,300 $17.6M
Yaupon Capital Management LP 1.05% Reduce -25.1% 307,757 $16.6M
State of New Jersey Common Pension Fund D 0.07% No change 306,425 $16.5M
Corient Private Wealth LP 0.03% Reduce -1.9% 305,330 $16.4M
AE Wealth Management LLC 0.14% Add +7.8% 303,857 $16.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 301,032 $16.2M
Toronto Dominion Bank 0.03% Reduce -19.1% 300,245 $16.2M
Renaissance Technologies 0.02% New 299,283 $16.1M
TD Asset Management Inc 0.01% Reduce -1.0% 294,000 $15.8M
Calamos Advisors LLC 0.11% No change 291,174 $15.7M
General American Investors Co. Inc. 1.11% No change 290,000 $15.6M
AQR Capital Management 0.02% Reduce -28.3% 286,586 $15.4M
Wealthfront Advisers LLC 0.04% Add +97.2% 283,672 $15.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +317.6% 282,043 $15.2M
Cambridge Investment Research Advisors, Inc. 0.05% Add +6.0% 279,507 $15.1M
Silvercrest Asset Management Group LLC 0.10% Add +354.8% 278,991 $15.0M
Nomura Asset Management Co. Ltd. 0.04% Reduce -0.5% 273,999 $14.8M
Resona Asset Management Co.,Ltd. 0.09% Reduce -5.1% 272,479 $14.7M
Creative Planning 0.01% Add +10.8% 267,081 $14.4M
State of Tennessee, Department of Treasury 0.05% Reduce -4.5% 264,607 $14.3M
Twinbeech Capital LP 0.24% Add +1170.8% 261,222 $14.1M
Empower Advisory Group, LLC 0.05% Add +0.8% 254,857 $13.7M
Van Eck Associates Corp. 0.02% Add +9.4% 253,880 $13.7M
Royal London Asset Management Ltd. 0.03% Add +20.9% 251,604 $13.6M
Cerity Partners LLC 0.03% Reduce -6.4% 245,497 $13.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +125.5% 243,749 $13.1M
State of Michigan Retirement System 0.07% Reduce -1.5% 242,967 $13.1M
Advisors Asset Management, Inc. 0.24% Reduce -8.5% 241,511 $13.0M
Arizona State Retirement System 0.08% Reduce -0.2% 239,821 $12.9M
Wedge Capital Management L L P 0.23% Reduce -3.0% 234,209 $12.6M
Focus Partners Wealth 0.03% Add +84.5% 234,075 $12.6M
Man Group plc 0.04% Add +56.0% 233,213 $12.6M
Ossiam 0.21% Add +4258.0% 229,756 $12.4M
IFM Investors Pty Ltd 0.12% Reduce -16.9% 226,100 $12.2M
Credit Agricole S A 0.04% Add +152.9% 223,011 $12.0M
Osaic Holdings, Inc. 0.03% Add +6.9% 227,769 $12.0M
MetLife Investment Management, LLC 0.07% Add +1.9% 222,296 $12.0M
Orion Porfolio Solutions, LLC 0.12% Add +7.0% 218,606 $11.8M
Orion Portfolio Solutions, LLC 0.12% Add +7.0% 218,606 $11.8M
Public Sector Pension Investment Board 0.05% Add +14.8% 217,922 $11.7M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -83.6% 214,848 $11.6M
Oak Grove Capital LLC 2.28% New 211,250 $11.4M
Brookstone Capital Management 0.16% Reduce -0.8% 199,354 $10.7M
Payden & Rygel 0.92% New 199,300 $10.7M
Captrust Financial Advisors 0.03% Add +0.2% 198,202 $10.7M
Northwest & Ethical Investments L.P. 0.29% Reduce -22.3% 195,264 $10.5M
Sagefield Capital LP 1.14% Add +133.1% 194,698 $10.5M
Kanawha Capital Management LLC 0.82% Reduce -1.5% 193,104 $10.4M
Corebridge Financial, Inc. 0.06% Reduce -4.5% 193,061 $10.4M
CW Advisors, LLC 0.14% Add +4.6% 190,074 $10.2M
Illinois Municipal Retirement Fund 0.14% Add +26.5% 189,457 $10.2M
Czech National Bank 0.09% Add +6.6% 182,131 $9.8M
Sanctuary Advisors, LLC 0.06% Add +5.9% 175,602 $9.8M
Retirement Systems of Alabama 0.04% Reduce -0.5% 181,870 $9.8M
Keybank National Association 0.04% Reduce -7.6% 178,648 $9.6M
Cary Street Partners Financial LLC 0.30% — 174,604 $9.4M
Cetera Investment Advisers 0.02% Reduce -6.8% 173,854 $9.4M
Guggenheim Capital LLC 0.08% Reduce -4.8% 173,225 $9.3M
Voya Investment Management LLC 0.01% Reduce -6.7% 172,105 $9.3M
Twin Tree Management, LP 0.22% New 171,300 $9.2M
Gilman Hill Asset Management, LLC 1.60% Add +0.3% 170,280 $9.2M
Comerica Bank 0.04% Reduce -7.9% 169,634 $9.1M
Natixis 0.06% Add +1923.7% 169,624 $9.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -38.9% 168,880 $9.1M
Cubist Systematic Strategies, LLC 0.15% Add +161.4% 166,338 $9.0M
Amalgamated Bank 0.07% Reduce -0.3% 164,400 $8.9M
O'shaughnessy Asset Management, LLC 0.07% Add +5.7% 163,612 $8.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +14.9% 160,659 $8.7M
Quantinno Capital Management LP 0.09% Add +35.9% 160,392 $8.6M
Rockefeller Capital Management L.P. 0.02% Reduce -4.2% 158,694 $8.5M
Castleark Management LLC 0.30% New 157,550 $8.5M
M&T Bank Corp 0.03% Add +2.6% 156,073 $8.4M
Connor, Clark & Lunn Investment Management Ltd. 0.04% New 155,011 $8.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% New 154,900 $8.3M
One Capital Management, LLC 0.28% Reduce -3.4% 154,623 $8.3M
Nisa Investment Advisors, LLC 0.03% Add +56.6% 149,245 $8.0M
Investment Management Corp of Ontario 0.26% Add +434.5% 148,816 $8.0M
Mn Services Vermogensbeheer B.V. 0.05% No change 145,600 $7.8M
DekaBank Deutsche Girozentrale 0.01% No change 145,721 $7.8M
Van Lanschot Kempen Investment Management N.V. 0.08% Add +67.8% 144,017 $7.8M
Mariner, LLC 0.01% Add +3.3% 139,044 $7.5M
Utah Retirement Systems 0.08% No change 138,577 $7.5M
Advocate Group LLC 1.40% Add +0.7% 138,367 $7.5M
Daiichi Life Insurance Co., Ltd. 0.21% Add +138.7% 137,823 $7.4M
Old National Bancorp 0.17% Reduce -2.8% 136,791 $7.4M
Commerce Bank 0.04% Add +2.4% 134,463 $7.2M
Cibc World Markets Corp. 0.04% Add +16.4% 132,497 $7.1M
Steward Partners Investment Advisory, LLC 0.06% Reduce -14.8% 131,418 $7.1M
Oppenheimer Asset Management Inc. 0.09% Reduce -4.5% 130,845 $7.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +1.4% 129,238 $7.0M
CIBC Asset Management Inc 0.02% Reduce -10.0% 128,650 $6.9M
ProShare Advisors LLC 0.02% Add +14.2% 127,294 $6.9M
USS Investment Management Ltd 0.05% Reduce -24.2% 126,611 $6.8M
Citadel Advisors 0.01% Add +1155.6% 126,412 $6.8M
Glenmede Trust Co. NA 0.03% Add +11.9% 126,284 $6.8M
Bank of Nova Scotia 0.01% Add +21.3% 124,743 $6.7M
Panagora Asset Management Inc. 0.03% Add +1.6% 124,081 $6.7M
Everett Harris & Co. 0.08% Add +7.9% 122,031 $6.6M
Police & Firemen's Retirement System of New Jersey 0.06% — 121,712 $6.6M
Xponance LLC 0.06% Add +2.7% 119,411 $6.4M
Yousif Capital Management, LLC 0.07% Reduce -2.0% 116,374 $6.3M
Ilmarinen Mutual Pension Insurance Co 0.05% Add +36.5% 116,000 $6.2M
Greystone Financial Group, LLC 1.08% Add +5.4% 114,945 $6.2M
Kestra Advisory Services, LLC 0.03% Reduce -4.4% 114,489 $6.2M
GF Fund Management Co. LTD. 0.13% — 114,162 $6.1M
Public Employees Retirement Association of Colorado 0.02% Reduce -3.0% 113,367 $6.1M
Wesbanco Bank Inc. 0.21% Reduce -2.3% 112,330 $6.1M
New York Life Investment Management LLC 0.06% Add +0.9% 112,300 $6.0M
1834 Investment Advisors Co. 0.76% Reduce -6.2% 110,863 $6.0M
Private Advisor Group, LLC 0.03% Reduce -0.7% 110,553 $6.0M
Daiwa Securities Group Inc. 0.03% Add +7.8% 110,380 $5.9M
Canal Insurance CO 1.54% No change 110,000 $5.9M
Vanguard Personalized Indexing Management, LLC 0.09% Add +1.4% 104,712 $5.6M
Brown Advisory Inc. 0.01% Add +1.6% 103,609 $5.6M
Essential Planning, LLC. 0.04% New 97,500 $5.6M
Toth Financial Advisory Corp. 0.65% Add +24.4% 102,623 $5.5M
Nissay Asset Management Corp. /Japan 0.03% Add +0.6% 102,437 $5.5M
Mutual of America Capital Management LLC 0.06% Reduce -2.6% 100,615 $5.4M
Janus Henderson Group PLC 0.00% Reduce -3.6% 99,601 $5.4M
SG Americas Securities, LLC 0.02% Reduce -72.0% 98,411 $5.3M
AXA S.A. 0.02% Reduce -14.8% 97,694 $5.3M
State of Alaska, Department of Revenue 0.06% Reduce -4.6% 95,786 $5.2M
Rafferty Asset Management, LLC 0.02% Reduce -2.4% 94,312 $5.1M
Huntington National Bank 0.05% Reduce -1.4% 93,067 $5.0M
Elo Mutual Pension Insurance Co 0.10% Add +5.3% 90,990 $4.9M
Stephens Inc. 0.07% Add +3.2% 90,669 $4.9M
Brevan Howard Capital Management LP 0.12% Add +76.4% 90,553 $4.9M
John G Ullman & Associates Inc. 0.72% Add +520.7% 90,491 $4.9M
US Bancorp \de 0.01% Reduce -8.4% 89,501 $4.8M
Fifth Third Bancorp 0.02% Add +0.9% 85,328 $4.6M
Harvest Portfolios Group Inc. 0.15% Reduce -14.5% 85,041 $4.6M
ING Groep NV 0.03% New 84,987 $4.6M
Wills Financial Group, Inc. 1.91% Reduce -12.8% 82,266 $4.4M
Schnieders Capital Management LLC 0.88% Add +40.7% 81,853 $4.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +19.5% 90,128 $4.3M
Mizuho Securities USA LLC 0.08% Add +46.4% 79,614 $4.3M
Global Wealth Management Investment Advisory, Inc. 0.85% New 76,884 $4.1M
Canal Capital Management, LLC 0.66% Add +520.2% 75,676 $4.1M
Metis Global Partners, LLC 0.12% Add +8.5% 74,549 $4.0M
Occidental Asset Management, LLC 0.62% Add +5.6% 73,924 $4.0M
Bridge Creek Capital Management LLC 1.22% Reduce -0.1% 73,470 $4.0M
Capital Investment Advisors, LLC 0.08% Reduce -1.7% 73,355 $4.0M
Cibc World Market Inc. 0.01% Add +1.5% 73,318 $3.9M
Manhattan West Asset Management, LLC 1.06% Add +7.2% 72,725 $3.9M
Carson Advisory Inc. 2.70% Add +5.0% 72,195 $3.9M
Robinson Value Management, Ltd. 2.57% Add +0.7% 72,159 $3.9M
Independent Advisor Alliance 0.05% Add +6.8% 72,088 $3.9M
Oregon Public Employees Retirement Fund 0.07% Add +0.2% 71,977 $3.9M
Tidal Investments LLC 0.03% Add +87.3% 71,816 $3.9M
TrueMark Investments, LLC 1.23% Add +9.2% 71,641 $3.9M
Bryn Mawr Trust Advisors, LLC 0.21% Add +6.6% 71,309 $3.8M
Salomon & Ludwin, LLC 0.41% Reduce -0.8% 71,017 $3.8M
NewEdge Advisors, LLC 0.02% Add +24.3% 70,992 $3.8M
Engineers Gate Manager LP 0.07% Add +1538.1% 70,570 $3.8M
Pacer Advisors, Inc. 0.01% Add +12.2% 70,213 $3.8M
Jones Financial Companies LLLP 0.00% Add +46.2% 69,874 $3.8M
UniSuper Management Pty Ltd 0.03% Add +32.0% 69,151 $3.7M
Peapack Gladstone Financial Corp. 0.05% Reduce -1.1% 68,659 $3.7M
Lombard Odier Asset Management (Switzerland) SA 0.28% Add +3.4% 68,619 $3.7M
Regions Financial Corp. 0.03% Reduce -15.7% 67,739 $3.6M
Generali Asset Management SPA SGR 0.09% — 67,452 $3.6M
Nordea Investment Management AB 0.00% Add +7.4% 66,831 $3.6M
Hennessy Advisors Inc. 0.11% Add +2.8% 66,277 $3.6M
Citizens Business Bank 0.84% Reduce -26.2% 65,710 $3.5M
Gulf International Bank (UK) Ltd 0.09% Reduce -0.9% 65,433 $3.5M
KBC Group NV 0.01% No change 65,413 $3.5M
Stablepoint Partners, LLC 0.64% Reduce -6.3% 64,950 $3.5M
Avantax Advisory Services, Inc. 0.02% Add +5.0% 64,769 $3.5M
Sterling Capital Management LLC 0.05% Add +6.5% 63,173 $3.4M
Axxcess Wealth Management, LLC 0.08% Reduce -9.1% 63,109 $3.4M
&partners 0.04% Add +24.0% 61,946 $3.4M
Oppenheimer & Co. Inc. 0.05% Reduce -9.4% 62,805 $3.4M
Teachers Retirement System of the State of Kentucky 0.03% No change 62,235 $3.4M
TCV Trust & Wealth Management, Inc. 0.31% Add +1.2% 62,063 $3.3M
Towne Trust Company, N.A 1.14% Reduce -1.5% 60,510 $3.3M
Bill Few Associates, Inc. 1.15% Add +6.3% 60,489 $3.3M
Prospera Financial Services Inc 0.07% Add +14.2% 59,620 $3.2M
Synovus Financial Corp. 0.04% Reduce -3.0% 58,344 $3.1M
Kentucky Retirement Systems 0.09% Reduce -1.4% 57,651 $3.1M
D.A. Davidson & Co. 0.03% Add +3.3% 57,451 $3.1M
Capital Investment Advisory Services, LLC 0.30% Add +0.0% 57,370 $3.1M
Dakota Wealth Management 0.07% Add +5.2% 56,323 $3.0M
AMG National Trust Bank 0.08% Reduce -2.9% 56,183 $3.0M
Mercer Global Advisors Inc. 0.01% Reduce -18.9% 55,012 $3.0M
Thrivent Financial for Lutherans 0.01% Add +7.3% 53,109 $2.9M
Hudson Bay Capital Management LP 0.02% New 53,695 $2.9M
MML Investors Services, LLC 0.01% Reduce -26.2% 53,619 $2.9M
Jackson Hole Capital Partners, LLC 0.58% Reduce -6.1% 53,610 $2.9M
IHT Wealth Management, LLC 0.09% Reduce -14.2% 52,985 $2.9M
Wbi Investments, LLC 0.71% Reduce -10.1% 52,622 $2.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +26.4% 52,584 $2.8M
Hartford Investment Management Co. 0.09% Reduce -1.4% 51,932 $2.8M
Atria Wealth Solutions, Inc. 0.03% Add +9.5% 51,579 $2.8M
NEOS Investment Management LLC 0.07% Add +31.5% 51,524 $2.8M
Advisors Management Group Inc. 0.66% Reduce -0.8% 51,426 $2.8M
Robeco Institutional Asset Management B.V. 0.01% Add +325.1% 51,323 $2.8M
Icon Advisers Inc. 0.63% Reduce -45.8% 50,875 $2.7M
Entropy Technologies, LP 0.28% New 50,792 $2.7M
Sompo Asset Management Co., Ltd. 0.46% Reduce -43.7% 50,680 $2.7M
Dark Forest Capital Management LP 0.40% Add +189.9% 50,679 $2.7M
Sandy Spring Bank 0.11% Add +6.0% 50,620 $2.7M
Woodline Partners LP 0.02% New 50,446 $2.7M
Virginia Wealth Management Group, Inc. 1.66% Add +1.7% 49,888 $2.7M
Teacher Retirement System of Texas 0.01% Add +781.8% 49,485 $2.7M
Advisory Services Network, LLC 0.05% Add +6.5% 49,386 $2.7M
Tower Research Capital LLC (TRC) 0.05% Add +9.6% 49,294 $2.7M
Aigen Investment Management, LP 0.46% New 48,645 $2.6M
Agp Franklin, LLC 1.58% — 48,247 $2.6M
Baird Financial Group, Inc. 0.01% Reduce -17.5% 48,086 $2.6M
Morton Community Bank 0.68% Add +2.9% 47,945 $2.6M
XML Financial, LLC 0.24% Reduce -8.9% 47,761 $2.6M
Graham Capital Wealth Management, LLC 2.22% Reduce -0.4% 47,554 $2.6M
Ieq Capital, LLC 0.02% Reduce -5.1% 47,108 $2.5M
Sepio Capital, LP 0.20% Add +24.8% 46,768 $2.5M
Bradley Foster & Sargent Inc. 0.04% Reduce -1.7% 46,755 $2.5M
Financial Counselors Inc. 0.04% Reduce -0.2% 46,033 $2.5M
NewEdge Wealth, LLC 0.04% Add +10.9% 45,801 $2.5M
Exchange Traded Concepts, LLC 0.05% Add +198.4% 45,624 $2.5M
Profund Advisors LLC 0.09% Reduce -10.3% 45,371 $2.4M
Louisiana State Employees Retirement System 0.05% Reduce -4.2% 45,200 $2.4M
Securian Asset Management, Inc. 0.07% Reduce -2.7% 45,146 $2.4M
Atria Investments, Inc 0.03% Reduce -18.6% 45,087 $2.4M
Agf Management Ltd. 0.01% New 44,830 $2.4M
Generali Investments, Management Co LLC 0.62% — 44,778 $2.4M
Maryland State Retirement & Pension System 0.05% Reduce -6.6% 44,752 $2.4M
Lombard Odier Asset Management (USA) Corp 1.05% Add +43.1% 44,606 $2.4M
Beck Capital Management, LLC 0.63% Reduce -0.3% 44,353 $2.4M
Leelyn Smith, LLC 0.42% Add +0.2% 44,203 $2.4M
Kestra Private Wealth Services, LLC 0.04% Reduce -3.9% 43,883 $2.4M
Fifth Third Wealth Advisors LLC 0.13% Add +8.5% 43,274 $2.3M
Assenagon Asset Management S.A. 0.00% Reduce -96.5% 42,199 $2.3M
Stamos Capital Partners, L.P. 0.53% Add +17.8% 42,070 $2.3M
Gratus Wealth Advisors, LLC 0.36% Reduce -2.9% 41,332 $2.2M
Principle Wealth Partners LLC 0.15% Add +268.1% 40,695 $2.2M
Bayesian Capital Management, LP 0.27% New 40,600 $2.2M
Carret Asset Management, LLC 0.24% Reduce -6.4% 40,538 $2.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.23% Reduce -5.2% 40,435 $2.2M
Ally Financial Inc. 0.26% No change 40,000 $2.2M
Norinchukin Bank, The 0.05% Add +12.2% 39,977 $2.2M
New Mexico Educational Retirement Board 0.07% Reduce -2.4% 39,973 $2.2M
Choreo, LLC 0.03% Reduce -7.3% 39,826 $2.1M
Vestmark Advisory Solutions, Inc. 0.07% Add +14.2% 39,719 $2.1M
PGGM Investments 0.03% New 39,470 $2.1M
Goodman Advisory Group, LLC 0.62% New 39,141 $2.1M
Vestcor Inc 0.07% Reduce -6.3% 39,083 $2.1M
Colonial River Investments, LLC 0.99% Reduce -8.7% 38,134 $2.1M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -4.4% 38,086 $2.1M
Cornerstone Advisors, LLC 0.08% No change 37,700 $2.0M
Vectors Research Management, LLC 0.69% Add +21.1% 37,369 $2.0M
Meeder Asset Management Inc. 0.14% New 37,315 $2.0M
Moneco Advisors, LLC 0.21% Reduce -31.4% 37,304 $2.0M
Integrated Wealth Concepts LLC 0.02% Reduce -0.9% 36,973 $2.0M
E. Ohman J:or Asset Management AB 0.05% Add +7.9% 36,800 $2.0M
Argent Trust Co 0.08% Add +7.2% 36,422 $2.0M
Redmond Asset Management, LLC 0.49% Reduce -36.5% 36,408 $2.0M
Stratos Wealth Partners, LTD. 0.03% Reduce -8.5% 36,117 $1.9M
HB Wealth Management, LLC 0.02% Add +15.6% 35,993 $1.9M
United Capital Financial Advisors, LLC 0.02% Add +1.3% 35,883 $1.9M
Financial Security Advisor, Inc. 0.49% Add +0.2% 35,769 $1.9M
South Dakota Investment Council 0.04% No change 35,684 $1.9M
Squarepoint Ops LLC 0.00% Reduce -90.3% 35,321 $1.9M
Clearstead Advisors, LLC 0.03% Reduce -1.7% 35,236 $1.9M
Boston Financial Mangement LLC 0.06% Add +2.0% 35,181 $1.9M
Redwood Investment Management, LLC 0.18% Reduce -1.6% 34,601 $1.9M
Cantor Fitzgerald Investment Advisors L.P. 0.13% Reduce -0.9% 34,410 $1.9M
Westpac Banking Corp. 0.12% Reduce -13.5% 33,757 $1.8M
Alpha Omega Wealth Management LLC 0.34% Reduce -6.8% 33,661 $1.8M
Concurrent Investment Advisors, LLC 0.05% Reduce -4.9% 33,636 $1.8M
Beese Fulmer Investment Management, Inc. 0.15% Reduce -1.2% 33,612 $1.8M
Crossmark Global Holdings, Inc. 0.03% Reduce -0.3% 33,572 $1.8M
Graves Light Lenhart Wealth, Inc. 0.22% Reduce -0.3% 33,557 $1.8M
Blair William & Co. 0.01% Reduce -4.3% 33,468 $1.8M
Conning Inc. 0.07% Reduce -3.1% 33,365 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +4.5% 33,364 $1.8M
VCI Wealth Management LLC 0.76% Reduce -28.6% 33,052 $1.8M
BTC Capital Management, Inc. 0.16% Reduce -10.6% 32,671 $1.8M
Tiaa Trust, National Association 0.01% Reduce -5.9% 32,600 $1.8M
Pinnacle Associates Ltd. 0.02% Add +8.4% 32,097 $1.7M
Hartford Financial Management Inc. 0.35% Reduce -0.3% 31,435 $1.7M
CENTRAL TRUST Co 0.04% Add +7.0% 31,427 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -42.3% 30,847 $1.7M
Ascent Group, LLC 0.12% Reduce -12.6% 30,763 $1.7M
Miller Howard Investments Inc. 0.05% Add +0.0% 30,623 $1.6M
Beacon Bank & Trust 0.38% Reduce -12.8% 30,569 $1.6M
MFG Wealth Management, Inc. 1.51% — 30,544 $1.6M
Altman Advisors, Inc. 0.68% Add +1.6% 29,796 $1.6M
Bay Rivers Group 0.78% Add +2.1% 29,768 $1.6M
Wilmington Savings Fund Society, FSB 0.03% Add +22.5% 29,731 $1.6M
Praxis Investment Management Inc. 0.10% New 29,700 $1.6M
Pensionfund Sabic 0.42% Add +34.1% 29,500 $1.6M
Moloney Securities Asset Management, LLC 0.21% Reduce -1.1% 29,440 $1.6M
3Chopt Investment Partners, LLC 0.54% Add +5.9% 29,314 $1.6M
Taylor Hoffman Capital Management LLC 0.57% Add +0.1% 29,104 $1.6M
First Bank & Trust 0.30% Reduce -42.0% 29,054 $1.6M
Pettyjohn, Wood & White, Inc. 0.29% Reduce -19.3% 28,932 $1.6M
Canandaigua National Bank & Trust Co. 0.15% Add +5.1% 28,767 $1.5M
Total Clarity Wealth Management, Inc. 0.50% Add +0.3% 28,601 $1.5M
Empirical Finance, LLC 0.09% Reduce -1.2% 28,429 $1.5M
Rothschild Investment LLC 0.10% Reduce -3.4% 28,184 $1.5M
Moors & Cabot, Inc. 0.07% Add +10.5% 28,053 $1.5M
Quantitative Investment Management, LLC 0.11% New 27,750 $1.5M
Nomura Holdings Inc. 0.01% New 27,676 $1.5M
All Terrain Financial Advisors, LLC 0.58% Add +2.9% 27,632 $1.5M
First Hawaiian Bank 0.05% Reduce -25.9% 27,598 $1.5M
Beverly Hills Private Wealth, LLC 0.30% Add +10.2% 27,497 $1.5M
Kingsview Wealth Management, LLC 0.03% Add +3.0% 27,433 $1.5M
International Assets Investment Management, LLC 0.12% Reduce -87.9% 26,926 $1.5M
Courier Capital LLC 0.10% Reduce -13.3% 27,172 $1.5M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -5.5% 26,909 $1.4M
Lido Advisors, LLC 0.01% Add +26.4% 26,909 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 26,672 $1.4M
Cassaday & Co Wealth Management LLC 0.04% Reduce -5.8% 26,608 $1.4M
ABN AMRO Bank N.V. 0.02% Add +17.1% 26,671 $1.4M
Palisade Asset Management, LLC 0.14% Reduce -4.2% 26,325 $1.4M
Providence First Trust Co 0.53% New 26,189 $1.4M
Level Four Advisory Services, LLC 0.06% Reduce -1.5% 25,916 $1.4M
Maven Securities LTD 0.22% New 25,897 $1.4M
Bull Street Advisors, LLC 0.67% Reduce -0.6% 25,670 $1.4M
Coldstream Capital Management Inc. 0.03% Add +19.3% 25,586 $1.4M
Atlantic Union Bankshares Corp 0.08% Add +4.4% 25,556 $1.4M
Lee Danner & Bass Inc. 0.11% Reduce -1.8% 25,469 $1.4M
Allstate Corp. 0.04% New 25,035 $1.3M
Inspire Trust Co, N.A. 0.34% Add +22.1% 25,000 $1.3M
Spire Wealth Management 0.04% Reduce -19.1% 24,840 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -44.7% 24,777 $1.3M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.69% Add +135.5% 24,732 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.23% Reduce -17.3% 20,555 $1.3M
Bragg Financial Advisors, Inc 0.05% Reduce -5.5% 24,608 $1.3M
Garner Asset Management Corp 0.60% Add +33.1% 24,562 $1.3M
Apollon Wealth Management, LLC 0.03% Add +18.7% 24,204 $1.3M
Sigma Planning Corp 0.04% Add +3.9% 24,114 $1.3M
Capital Investment Counsel, Inc 0.20% Reduce -1.1% 24,094 $1.3M
Capstone Investment Advisors, LLC 0.02% Add +224.5% 24,079 $1.3M
Integrated Advisors Network LLC 0.06% Reduce -1.8% 23,963 $1.3M
SageView Advisory Group, LLC 0.06% Add +47.8% 23,765 $1.3M
Park Avenue Securities LLC 0.01% Reduce -8.3% 23,565 $1.3M
OneDigital Investment Advisors LLC 0.01% Add +9.0% 23,460 $1.3M
Personal Cfo Solutions, LLC 0.25% Reduce -0.2% 23,263 $1.3M
Valmark Advisers, Inc. 0.02% Add +145.2% 23,175 $1.2M
Tradewinds, LLC. 0.34% Reduce -3.6% 22,228 $1.2M
Ridgewood Investments LLC 0.58% Reduce -0.9% 22,344 $1.2M
Central Pacific Bank - Trust Division 0.16% Reduce -41.5% 22,245 $1.2M
Trust Co. of Toledo NA 0.16% Reduce -10.7% 22,140 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -70.1% 22,091 $1.2M
Tudor Investment Corporation 0.01% New 22,086 $1.2M
Ascent Wealth Partners, LLC 0.16% Add +2.5% 21,683 $1.2M
Patten & Patten Inc. 0.08% Add +23.4% 21,555 $1.2M
Cullinan Associates Inc. 0.07% No change 21,078 $1.1M
iSAM Funds (UK) Ltd 0.84% New 21,041 $1.1M
Stock Yards Bank & Trust Co. 0.04% Reduce -0.4% 21,032 $1.1M
Allworth Financial LP 0.01% Add +11.7% 21,229 $1.1M
Radnor Capital Management, LLC 0.19% Reduce -6.6% 20,812 $1.1M
Millennium Management 0.00% Reduce -73.9% 20,686 $1.1M
Assetmark, Inc. 0.00% Reduce -28.2% 20,661 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -23.4% 20,437 $1.1M
Burke & Herbert Bank & Trust Co. 0.26% Reduce -5.2% 20,375 $1.1M
Leo Wealth, LLC 0.10% New 20,333 $1.1M
GAMMA Investing LLC 0.09% Reduce -2.4% 20,098 $1.1M
Birch Hill Investment Advisors LLC 0.05% Reduce -1.3% 20,085 $1.1M
Daymark Wealth Partners, LLC 0.05% Add +68.3% 19,987 $1.1M
City Holding Co. 0.15% Reduce -3.8% 19,954 $1.1M
Madison Asset Management, LLC 0.01% Reduce -84.2% 19,684 $1.1M
Madison Investment Advisors, LLC 0.01% — 19,684 $1.1M
Peoples Financial Services Corp. 0.49% Reduce -0.2% 19,582 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +6.3% 19,429 $1.0M
Rossby Financial, LCC 0.66% — 19,297 $1.0M
Bleakley Financial Group, LLC 0.03% Reduce -18.8% 19,245 $1.0M
United Services Automobile Association 0.03% No change 19,240 $1.0M
Cresset Asset Management, LLC 0.01% Reduce -73.3% 19,208 $1.0M
Snowden Capital Advisors LLC 0.03% Add +15.9% 19,183 $1.0M
Greenwood Capital Associates LLC 0.13% New 19,074 $1.0M
World Investment Advisors 0.03% Add +37.8% 19,005 $1.0M
Marietta Investment Partners LLC 0.22% No change 18,884 $1.0M
Pullen Investment Management, LLC 0.66% Reduce -4.3% 18,865 $1.0M
Cohen Klingenstein LLC 0.03% No change 18,700 $1.0M
NBT Bank, N.A. 0.07% Add +0.4% 18,671 $1.0M
Farmers & Merchants Investments Inc. 0.03% Reduce -1.1% 18,639 $1.0M
PBMares Wealth Management LLC 0.21% Add +0.6% 18,631 $1.0M
Blue Trust, Inc. 0.01% Reduce -8.8% 18,588 $1.0M
Vise Technologies, Inc. 0.08% Add +33.0% 18,479 $995K
Platform Technology Partners 0.30% Add +5.2% 18,330 $987K
Thomasville National Bank 0.07% Add +5.8% 18,308 $986K
NorthCoast Asset Management LLC 0.00% Add +7.5% 18,216 $981K
NovaPoint Capital, LLC 0.30% Add +18.9% 18,100 $975K
Mason & Associates, LLC 0.29% Add +28.5% 18,072 $973K
EverSource Wealth Advisors, LLC 0.05% Reduce -5.3% 18,060 $973K
Cornerstone Wealth Group, LLC 0.08% Add +3.3% 18,027 $971K
HUB Investment Partners, LLC 0.04% Reduce -19.3% 18,027 $971K
Highview Capital Management LLC 0.37% Add +8.8% 18,015 $970K
Rbo & Co. LLC 0.16% No change 17,976 $968K
Arlington Capital Management, Inc. 0.67% Add +7.1% 17,951 $967K
Florida Trust Wealth Management Co 0.03% Add +29.6% 17,951 $967K
Intech Investment Management LLC 0.01% Reduce -43.9% 17,797 $959K
Woodstock Corp. 0.09% No change 17,769 $957K
Elevated Capital Advisors, LLC 0.26% Add +16.3% 17,634 $950K
Waters Parkerson & Co., LLC 0.05% No change 17,626 $949K
Beck Mack & Oliver LLC 0.02% Reduce -7.2% 17,593 $948K
Frank, Rimerman Advisors LLC 0.07% Add +3.6% 17,289 $931K
Elmwood Wealth Management, Inc. 0.38% Reduce -4.3% 17,279 $931K
UMB Bank, n.a. 0.01% Add +3.9% 17,273 $930K
Teza Capital Management LLC 0.14% New 17,108 $921K
Global Financial Private Client, LLC 0.35% Add +37.6% 17,093 $921K
Trust Co. of Vermont 0.04% Reduce -5.5% 17,078 $920K
SteelPeak Wealth, LLC 0.04% Add +10.4% 17,039 $918K
Meketa Investment Group Inc. 2.05% — 17,009 $916K
B. Metzler seel. Sohn & Co. AG 0.01% No change 16,950 $913K
StoneX Group Inc. 0.05% Add +173.6% 16,950 $913K
Spirit of America Management Corp. 0.18% Add +11.6% 16,850 $908K
United Asset Strategies, Inc. 0.08% Reduce -0.3% 16,811 $905K
Donaldson Capital Management, LLC 0.03% Add +1.5% 16,762 $903K
Mediolanum International Funds Ltd 0.01% Add +25.7% 16,675 $896K
Beacon Pointe Advisors, LLC 0.01% Reduce -24.9% 16,602 $894K
Signaturefd, LLC 0.02% Reduce -0.7% 16,578 $893K
Sovereign Financial Group, Inc. 0.20% Add +3.7% 16,506 $889K
Greenleaf Trust 0.01% Add +2.2% 16,497 $889K
Trivium Point Advisory, LLC 0.11% Reduce -3.0% 16,435 $885K
Vident Advisory, LLC 0.02% Add +20.7% 16,380 $882K
Simmons Bank 0.06% Reduce -6.6% 16,310 $878K
Claris Financial LLC 0.58% — 16,302 $878K
Empowered Funds, LLC 0.01% Add +12.2% 16,227 $874K
Essex Financial Services, Inc. 0.06% Reduce -8.2% 16,158 $870K
AlphaStar Capital Management, LLC 0.09% Add +24.0% 16,128 $869K
Innovative Wealth Building LLC 0.79% — 16,113 $868K
First Horizon Advisors, Inc. 0.02% Reduce -0.9% 16,066 $865K
Plan Group Financial, LLC 0.46% Add +8.4% 16,049 $864K
Chesley Taft & Associates LLC 0.04% Add +0.1% 16,020 $863K
EP Wealth Advisors, LLC 0.01% Add +71.4% 15,975 $860K
Prime Capital Investment Advisors, LLC 0.01% Add +1.6% 15,882 $855K
Dover Advisors, LLC 0.49% Add +0.6% 15,844 $853K
Horizon Investments, LLC 0.02% Add +1.9% 15,827 $852K
Verus Financial Partners, Inc. 0.10% Add +5.6% 15,956 $852K
Principal Securities, Inc. 0.02% Add +3.9% 15,799 $851K
MAI Capital Management 0.01% Reduce -26.2% 15,749 $848K
Blue Edge Capital, LLC 0.13% Reduce -0.1% 15,700 $846K
Townsquare Capital LLC 0.01% Reduce -0.1% 15,671 $844K
Haverford Trust Co 0.01% Reduce -31.4% 15,637 $842K
Campbell & CO Investment Adviser LLC 0.06% New 15,621 $841K
Culbertson A N & Co. Inc. 0.13% Reduce -11.7% 15,582 $839K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -14.4% 15,581 $839K
Exencial Wealth Advisors, LLC 0.03% Reduce -1.8% 15,518 $836K
Wealthcare Advisory Partners LLC 0.02% Add +83.8% 15,507 $835K
Arrow Financial Corp 0.08% Reduce -4.8% 15,506 $835K
Prosperity Consulting Group, LLC 0.06% Add +0.9% 15,505 $835K
Valeo Financial Advisors, LLC 0.02% Reduce -2.1% 15,410 $830K
First National Trust Co 0.03% Reduce -7.9% 15,342 $826K
Stonegate Investment Group, LLC 0.02% Add +1.6% 15,321 $825K
Concourse Financial Group Securities, Inc. 0.05% Reduce -6.6% 15,539 $822K
Founders Financial Alliance, LLC 0.22% Add +0.5% 15,170 $817K
Patten Group, Inc. 0.18% Reduce -19.8% 15,100 $813K
Acorn Financial Advisory Services Inc. 0.13% Add +2.6% 15,055 $811K
Prudential PLC 0.00% No change 15,050 $811K
Jacobi Capital Management LLC 0.06% Reduce -3.3% 15,013 $809K
Ceeto Capital Group, LLC 0.30% New 15,000 $808K
Excalibur Management Corp. 0.32% Add +0.0% 14,864 $801K
Eagle Harbor Asset Management Inc. 0.80% Reduce -18.4% 14,846 $800K
Vista Investment Management 0.30% No change 14,806 $797K
Waverly Advisors, LLC 0.01% Add +2.7% 14,784 $796K
Heritage Wealth Advisors 0.04% Add +0.8% 14,748 $794K
San Luis Wealth Advisors LLC 0.15% Add +17.7% 14,644 $789K
Whitener Capital Management, Inc. 0.22% Add +0.0% 14,623 $788K
Azimuth Capital Investment Management LLC 0.03% Reduce -21.9% 14,441 $778K
FineMark National Bank & Trust 0.03% Add +0.6% 14,412 $776K
Marco Investment Management LLC 0.07% No change 14,389 $775K
Cornercap Investment Counsel Inc. 0.25% New 14,309 $771K
Balyasny Asset Management L.P. 0.00% Reduce -97.8% 14,264 $768K
Cornerstone Planning, LLC 0.29% — 14,090 $759K
111 Capital 0.16% — 14,084 $759K
TCI Wealth Advisors, Inc. 0.06% Add +1.8% 14,076 $758K
Ables, Iannone, Moore & Associates, Inc. 0.47% Add +2.2% 14,014 $755K
Federation des caisses Desjardins du Quebec 0.00% Add +28.5% 13,965 $752K
Meridian Financial Partners LLC 0.40% Add +1.6% 13,970 $752K
Virtu Financial LLC 0.04% New 13,965 $752K
Global Retirement Partners, LLC 0.02% Reduce -3.4% 13,931 $750K
Meeder Advisory Services, Inc. 0.05% Reduce -7.2% 13,901 $749K
TCTC Holdings, LLC 0.03% Add +0.9% 13,781 $742K
Shelton Wealth Management, LLC 0.41% Add +17.3% 13,770 $742K
Aviva PLC 0.00% No change 13,768 $742K
one8zero8, LLC 0.16% — 13,760 $741K
Dominguez Wealth Management Solutions, Inc. 0.54% Reduce -28.4% 13,719 $739K
SouthState Bank Corp 0.05% Reduce -4.9% 13,439 $724K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -0.1% 13,431 $723K
Brown Brothers Harriman & Co. 0.01% Reduce -29.8% 13,429 $723K
Nilsine Partners, LLC 0.08% New 13,405 $722K
Wealthspire Advisors, LLC 0.01% Reduce -11.0% 13,384 $721K
Archford Capital Strategies, LLC 0.11% Add +0.0% 13,382 $721K
Bay Capital Advisors, LLC 0.58% — 13,339 $718K
Ballentine Partners, LLC 0.01% Reduce -5.2% 13,216 $712K
Members Trust Co 0.02% Add +0.0% 13,135 $707K
Vista Investment Partners LLC 0.22% Reduce -0.7% 13,130 $707K
HBW Advisory Services LLC 0.07% Reduce -16.0% 12,961 $698K
First County Bank 0.39% Reduce -31.9% 12,938 $697K
Hilltop Holdings Inc. 0.04% Reduce -19.8% 12,856 $692K
Bar Harbor Wealth Management 0.05% Reduce -3.0% 12,855 $692K
Jeppson Wealth Management, LLC 0.25% Add +2.9% 12,826 $691K
Navalign, LLC 0.20% New 12,807 $690K
Danske Bank A/S 0.00% Add +75.3% 12,800 $689K
Liberty One Investment Management, LLC 0.07% Reduce -14.5% 12,799 $689K
PFG Investments, LLC 0.04% Reduce -1.1% 12,757 $687K
Keystone Financial Group 0.07% Add +3.0% 12,734 $687K
Savant Capital, LLC 0.01% Add +4.2% 12,736 $686K
CoreCap Advisors, LLC 0.03% Add +12.8% 12,587 $678K
Aptus Capital Advisors, LLC 0.01% Add +34.9% 12,570 $677K
Main Street Group, LTD 0.28% Reduce -11.6% 12,552 $676K
Chickasaw Capital Management LLC 0.03% No change 12,544 $676K
Canada Post Corp Registered Pension Plan 0.04% — 12,477 $672K
Miller Financial Services LLC 0.57% — 12,476 $672K
Mufg Securities Americas Inc. 0.09% — 12,400 $668K
Marex Group Ltd 0.01% Add +17.8% 12,366 $666K
My Legacy Advisors, LLC 0.26% Add +2.3% 12,400 $665K
Sciencast Management LP 0.18% New 12,336 $664K
Equitable Holdings, Inc. 0.01% Add +3.0% 12,237 $659K
Merit Financial Group, LLC 0.01% Add +21.7% 12,216 $658K
Saturna Capital Corp. 0.01% Add +17.3% 12,200 $657K
V-Square Quantitative Management LLC 0.09% Add +5.7% 12,191 $657K
Adams Wealth Management 0.13% Add +24.0% 12,166 $655K
CacheTech Inc. 0.12% Add +24.0% 12,166 $655K
Harbour Investments, Inc. 0.02% Reduce -5.0% 12,156 $655K
Linscomb Wealth, Inc. 0.03% Reduce -0.1% 12,133 $653K
Campbell Wealth Management 0.06% Add +11.0% 12,111 $652K
Holderness Investments Co. 0.14% Reduce -2.5% 12,044 $649K
Csenge Advisory Group 0.04% Reduce -7.2% 12,043 $649K
Venture Visionary Partners LLC 0.03% Reduce -12.3% 11,998 $646K
Ingalls & Snyder LLC 0.03% Reduce -3.1% 11,967 $645K
Seneca House Advisors 0.26% Add +19.1% 11,970 $645K
Ti-Trust, Inc. 0.43% No change 11,929 $642K
Meridian Wealth Management, LLC 0.03% Add +92.1% 11,860 $639K
Caprock Group, LLC 0.02% Add +22.4% 11,793 $635K
Bokf, NA 0.01% Reduce -14.3% 11,880 $634K
Foundations Investment Advisors, LLC 0.01% Add +3.2% 11,763 $634K
TCW Group Inc. 0.01% Add +2.6% 11,748 $633K
Heritage Investors Management Corp. 0.02% Add +7.4% 11,710 $631K
Adalta Capital Management LLC 0.33% Add +80.0% 11,700 $630K
Chemung Canal Trust Co. 0.13% Reduce -1.6% 11,644 $627K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +0.5% 11,638 $627K
J.W. Cole Advisors, Inc. 0.03% Add +2.3% 11,630 $626K
Sumitomo Life Insurance Co. 0.01% Reduce -3.5% 11,617 $626K
SPC Financial, Inc. 0.05% Reduce -0.8% 11,605 $625K
Caldwell Trust Co 0.06% No change 11,522 $621K
Hayek Kallen Investment Management 0.23% Reduce -4.1% 11,504 $620K
Parcion Private Wealth LLC 0.05% No change 11,484 $619K
Joel Isaacson & Co., LLC 0.03% Add +0.6% 11,429 $616K
Hendershot Investments Inc. 0.08% Reduce -2.6% 11,408 $614K
Johnson Investment Counsel Inc. 0.01% Reduce -7.8% 11,393 $614K
Strive Asset Management, LLC 0.46% — 11,373 $613K
NTV Asset Management LLC 0.08% Reduce -2.0% 11,278 $607K
Plimoth Trust Co. LLC 0.16% Reduce -0.6% 11,230 $605K
Anchor Investment Management, LLC 0.06% Reduce -11.1% 11,204 $603K
Generali Investments CEE, investicni spolecnost, a.s. 0.06% — 11,200 $603K
Good Life Advisors, LLC 0.04% Reduce -14.3% 11,167 $601K
Mutual Advisors, LLC 0.02% Add +43.9% 10,923 $601K
CWA Asset Management Group, LLC 0.03% Add +18.0% 11,123 $599K
Scotia Capital Inc. 0.00% Add +24.8% 11,102 $598K
Precedent Wealth Partners, LLC 0.20% Reduce -15.2% 11,102 $598K
Pinnacle Financial Partners Inc 0.01% Reduce -1.2% 10,995 $598K
Confluence Wealth Services, Inc. 0.04% Add +70.4% 11,163 $594K
44 Wealth Management LLC 0.23% Reduce -5.3% 10,892 $587K
Oxford Asset Management LLP 0.27% New 10,870 $585K
Stratos Wealth Advisors, LLC 0.03% Reduce -4.9% 10,866 $585K
LongView Wealth Management 0.18% Add +0.9% 10,866 $585K
BCGM Wealth Management, LLC 0.19% Reduce -7.6% 10,832 $583K
Wedbush Securities Inc. 0.02% Add +8.9% 10,760 $580K
Horizon Kinetics Asset Management LLC 0.01% Add +30.3% 10,750 $579K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -2.3% 10,658 $574K
RFG - Bristol Wealth Advisors, LLC 0.19% — 10,658 $574K
Midwest Professional Planners, LTD. 0.17% Add +1.6% 10,648 $574K
Cullen/Frost Bankers, Inc. 0.01% Reduce -0.6% 10,603 $571K
Key Financial Inc 0.13% No change 10,593 $571K
Benjamin Edwards Inc. 0.01% Reduce -31.7% 10,568 $569K
Sharp Wealth Advisory, LLC 0.43% Add +30.3% 10,550 $568K
Geneos Wealth Management Inc. 0.02% Reduce -13.2% 10,538 $568K
Ancora Advisors LLC 0.01% Reduce -9.2% 10,454 $563K
Armstrong Advisory Group, Inc. 0.04% Add +4.2% 10,329 $556K
Garda Capital Partners LP 0.45% New 10,319 $556K
Salvus Wealth Management, LLC 0.35% Add +10.5% 10,290 $554K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -6.3% 10,239 $551K
Brooklyn Investment Group 0.16% Add +3.1% 10,230 $551K
Heritage Trust Co 0.06% — 10,204 $550K
Summit Trail Advisors, LLC 0.02% Add +83.1% 10,194 $549K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -6.9% 10,187 $549K
Commerzbank Aktiengesellschaft 0.01% Add +10.3% 10,125 $546K
Modera Wealth Management, LLC 0.01% Add +5.9% 10,112 $545K
HighPoint Advisor Group LLC 0.03% Reduce -2.3% 9,773 $544K
Phoenix Wealth Advisors 0.24% Add +1.2% 10,095 $544K
Eagle Ridge Investment Management 0.05% Add +3.3% 10,090 $543K
Kovack Advisors, Inc. 0.05% Reduce -11.4% 10,062 $542K
Glenview Trust Co 0.01% No change 10,006 $539K
Belpointe Asset Management LLC 0.03% Reduce -0.2% 9,626 $538K
Cypress Capital Group 0.07% Reduce -25.9% 9,938 $535K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -32.0% 9,908 $534K
RiverFront Investment Group, LLC 0.01% Add +13.0% 9,881 $532K
Capital Asset Advisory Services LLC 0.03% Add +4.2% 9,720 $532K
HM Payson & Co. 0.01% Add +4.3% 9,841 $530K
Parallel Advisors, LLC 0.01% Add +7.2% 9,833 $530K
Schonfeld Strategic Advisors LLC 0.00% Add +2.4% 9,818 $529K
Longfellow Investment Management Co. LLC 0.14% Reduce -6.0% 9,810 $528K
Oak Hill Wealth Advisors, LLC 0.13% — 9,789 $527K
Leavell Investment Management, Inc. 0.03% Reduce -5.3% 9,759 $526K
Whittier Trust Co. of Nevada Inc. 0.01% Add +3.9% 9,695 $522K
Sagespring Wealth Partners, LLC 0.01% — 9,678 $521K
TFG Advisers LLC 0.19% Add +5.7% 9,636 $519K
Cordgrass Capital Advisors, LLC 0.15% Add +10.8% 9,624 $518K
Cadence Bank 0.03% Add +2.0% 9,561 $515K
Chapman Financial Group, LLC 0.41% — 9,560 $515K
Fidelis Capital Partners, LLC 0.05% Reduce -1.4% 9,139 $515K
Bryce Point Capital, LLC 0.15% — 9,525 $513K
Bearing Point Capital, LLC 0.11% — 9,500 $512K
Kingswood Wealth Advisors, LLC 0.04% Reduce -43.9% 9,496 $511K
NorthRock Partners, LLC 0.02% Reduce -7.3% 9,456 $509K
Triangle Securities Wealth Management 0.13% Add +4.6% 9,405 $507K
Altfest L J & Co. Inc. 0.06% New 9,351 $504K
Legacy Financial Advisors, Inc. 0.08% Add +26.8% 9,310 $501K
Renaissance Group LLC 0.02% Reduce -1.0% 9,307 $501K
Teamwork Financial Advisors, LLC 0.06% New 9,250 $498K
Ethic Inc. 0.01% Add +70.5% 9,184 $495K
Siemens Fonds Invest GmbH 0.05% No change 9,155 $493K
Mechanics Bank Trust Department 0.07% No change 9,140 $492K
Brighton Jones LLC 0.01% Add +64.3% 9,081 $489K
SS&H Financial Advisors, Inc. 0.18% No change 9,043 $488K
Compound Planning, Inc. 0.02% Reduce -7.4% 8,940 $482K
Eastern Bank 0.01% No change 8,902 $479K
HBK Sorce Advisory LLC 0.01% Add +3.3% 8,839 $476K
United Advisor Group, LLC 0.09% Reduce -11.6% 8,797 $474K
Bessemer Group Inc. 0.00% Add +0.5% 8,778 $473K
Insigneo Advisory Services, LLC 0.05% Reduce -7.3% 8,723 $470K
Pointe Capital Management LLC 0.27% Add +3.0% 8,700 $469K
Hardin Capital Partners, LLC 0.28% Add +2.8% 8,684 $468K
Maridea Wealth Management LLC 0.15% — 8,677 $467K
1620 Investment Advisors, Inc. 0.36% Add +3.3% 8,675 $467K
VeraBank, N.A. 0.13% No change 8,669 $467K
Commonwealth Retirement Investments LLC 0.19% Reduce -2.0% 8,666 $467K
Burney Co./ 0.02% No change 8,656 $466K
Kentucky Trust Co 0.27% — 8,645 $466K
Jump Financial, LLC 0.01% Reduce -75.2% 8,639 $465K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -12.6% 8,636 $465K
Houlihan Financial Resource Group, Ltd. 0.20% Reduce -8.4% 8,619 $464K
Cigna Investments Inc. 0.08% Reduce -0.9% 8,601 $463K
Rowlandmiller & Partners.adv 0.10% Reduce -0.9% 8,560 $461K
Outfitters Financial LLC 0.37% Reduce -0.1% 8,555 $461K
Hexagon Capital Partners LLC 0.08% Reduce -3.3% 8,549 $460K
Centennial Wealth Advisory LLC 0.18% Add +11.7% 8,532 $460K
Edge Capital Group, LLC 0.02% New 8,496 $458K
Ontario Teachers Pension Plan Board 0.01% Reduce -82.2% 8,461 $456K
Premier Path Wealth Partners, LLC 0.07% Reduce -0.5% 8,432 $454K
Headinvest, LLC 0.09% Reduce -5.8% 8,407 $453K
Smith, Moore & Co. 0.04% Add +13.6% 8,392 $452K
Alan B Lancz & Associates, Inc. 0.46% Reduce -1.8% 8,392 $452K
Richard W. Paul & Associates, LLC 0.16% Add +6503.9% 8,387 $452K
Hall Capital Management Co. Inc. 0.21% — 8,361 $450K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -27.0% 8,343 $449K
Colonial Trust Co / SC 0.07% Reduce -31.0% 8,323 $448K
Lindbrook Capital, LLC 0.04% Add +20.3% 8,305 $447K
Fiduciary Group, LLC 0.04% Reduce -5.0% 8,285 $446K
Hughes Financial Services, LLC 0.09% — 8,240 $444K
DiNuzzo Private Wealth, Inc. 0.06% No change 8,234 $444K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.7% 8,185 $441K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -15.2% 8,160 $440K
TD Private Client Wealth LLC 0.01% Reduce -73.8% 8,158 $439K
Kidder Stephen W 0.13% No change 8,157 $439K
SeaCrest Wealth Management, LLC 0.05% Reduce -1.3% 8,132 $438K
Mgo One Seven LLC 0.02% Reduce -6.3% 8,128 $438K
Allianz SE 0.01% Add +286.7% 8,120 $437K
Flow Traders U.S. LLC 0.02% New 8,051 $434K
Empire Financial Management Company, LLC 0.14% Reduce -4.7% 8,054 $434K
Birchcreek Wealth Management, LLC 0.27% No change 8,051 $434K
Lawson Kroeker Investment Management Inc. 0.08% Add +8.1% 8,007 $431K
Graver Capital Management, LLC 0.45% — 8,000 $431K
Cullen Capital Management, LLC 0.01% Reduce -2.8% 7,985 $430K
Signature Estate & Investment Advisors LLC 0.01% Add +9.1% 7,977 $430K
Vontobel Holding Ltd. 0.00% Add +18.3% 7,969 $429K
Cobblestone Capital Advisors LLC 0.02% Add +2.3% 7,961 $429K
Mainstay Capital Management LLC 0.07% No change 7,959 $429K
1ST Source Bank 0.02% No change 7,936 $427K
Legacy Wealth Asset Management, LLC 0.12% Add +1.1% 7,893 $425K
LRI Investments, LLC 0.04% Add +10.9% 7,887 $425K
QRG Capital Management, Inc. 0.00% Reduce -1.3% 7,884 $425K
Tocqueville Asset Management L.P. 0.01% Reduce -3.1% 7,864 $424K
Manchester Capital Management LLC 0.05% Add +0.1% 7,829 $422K
Ameritas Advisory Services, LLC 0.01% Reduce -0.4% 7,820 $421K
Passumpsic Savings Bank 0.26% Add +1.8% 7,775 $419K
Central Bank & Trust Co. 0.06% No change 7,762 $418K
Bank of New Hampshire 0.11% Reduce -14.5% 7,745 $417K
RVW Wealth, LLC 0.04% No change 7,725 $416K
Point Windward Advisors Inc. 0.16% Reduce -0.1% 7,700 $415K
Catalyst Financial Partners LLC 0.08% Add +10.2% 7,691 $414K
JBR Co Financial Management Inc 0.25% No change 7,675 $413K
Trexquant Investment LP 0.00% Reduce -43.2% 7,669 $413K
Welch Group, LLC 0.02% Reduce -3.0% 7,666 $413K
Cornerstone Wealth Management, LLC 0.03% Add +0.8% 7,619 $410K
Asahi Life Asset Management Co., LTD. 0.25% Reduce -2.6% 7,610 $410K
Moneta Group Investment Advisors LLC 0.01% Reduce -3.8% 7,574 $408K
Quotient Wealth Partners, LLC 0.01% Reduce -1.3% 7,572 $408K
Quadrant Capital Group LLC 0.03% Reduce -8.3% 7,551 $407K
Bridgefront Capital, LLC 0.14% Reduce -4.8% 7,545 $406K
Sard Wealth Management Group, LLC 0.27% No change 7,490 $403K
Apella Capital, LLC 0.02% Reduce -2.7% 7,466 $402K
Evermay Wealth Management LLC 0.06% Add +364.0% 7,433 $400K
Concord Wealth Partners 0.07% Add +50.6% 7,417 $399K
Cidel Asset Management Inc. 0.03% No change 7,413 $399K
Olde Wealth Management, LLC 0.14% No change 7,417 $399K
Total Wealth Planning & Management, Inc. 0.39% — 7,348 $396K
ICW Investment Advisors LLC 0.17% Reduce -18.2% 7,348 $396K
Pine Valley Investments Ltd Liability Co 0.03% Add +35.8% 7,327 $395K
Cornerstone Advisory, LLC 0.04% Reduce -5.3% 7,079 $394K
MIdWestOne Financial Group, Inc. 0.06% No change 7,290 $393K
Investors Research Corp 0.09% No change 7,282 $392K
Graypoint LLC 0.02% Add +6.7% 7,279 $392K
Pittenger & Anderson Inc. 0.01% No change 7,250 $390K
Crestwood Advisors Group, LLC 0.01% Reduce -1.6% 7,248 $390K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +21.6% 7,199 $388K
Marcum Wealth, LLC 0.03% Reduce -3.7% 7,190 $387K
Busey Bank 0.01% Add +16.7% 7,160 $386K
Koshinski Asset Management, Inc. 0.03% Add +3.8% 7,134 $384K
Sunbelt Securities, Inc. 0.03% Add +12.0% 7,110 $383K
Landscape Capital Management, L.L.C. 0.04% New 7,042 $379K
First Merchants Corp. 0.01% Add +8.9% 7,014 $378K
A. D. Beadell Investment Counsel, Inc. 0.31% Add +40.0% 7,000 $377K
Chiron Capital Management, LLC 0.36% Reduce -32.0% 6,998 $377K
Stokes Family Office, LLC 0.04% Reduce -9.2% 6,982 $376K
Private Wealth Partners, LLC 0.03% Reduce -3.5% 6,945 $374K
Parsons Capital Management Inc. 0.02% No change 6,939 $374K
Romano Brothers and Company 0.05% No change 6,932 $373K
Howard Capital Management, LLC 0.01% Add +17.0% 6,922 $373K
Fragasso Financial Advisors Inc 0.03% Reduce -5.5% 6,839 $368K
Smith Group Asset Management, LLC 0.03% New 6,800 $366K
Delta Financial Group, Inc. 0.09% Reduce -0.9% 6,795 $366K
United Bank 0.04% Reduce -40.7% 6,728 $362K
Wolverine Trading, LLC 0.01% New 6,717 $362K
FourThought Financial Partners, LLC 0.04% New 6,711 $361K
Vinva Investment Management Ltd 0.01% Reduce -61.3% 6,678 $360K
JARISLOWSKY, FRASER Ltd 0.00% No change 6,651 $358K
Gallagher Fiduciary Advisors, LLC 0.07% Reduce -57.2% 6,625 $357K
St Germain D J Co. Inc. 0.02% Reduce -4.4% 6,622 $357K
Abacus Planning Group, Inc. 0.06% Reduce -1.4% 6,613 $356K
Montag A & Associates Inc. 0.02% No change 6,611 $356K
Hudock, Inc. 0.06% Add +4.3% 6,598 $355K
International Private Wealth Advisors LLC 0.35% Add +2.3% 6,572 $354K
Alpha Family Trust 0.20% No change 6,540 $352K
Centiva Capital, LP 0.01% Add +158.6% 6,503 $350K
Concord Asset Management, LLC 0.08% Add +57.5% 6,497 $350K
Diligent Investors, LLC 0.08% No change 6,455 $348K
NFSG Corp 0.09% Add +94.4% 6,440 $347K
Centurion Wealth Management LLC 0.11% Reduce -19.5% 6,433 $346K
Campbell Deegan Wealth Management, LLC 0.42% — 6,424 $346K
Capital Analysts, LLC 0.01% Add +18.6% 6,397 $345K
Smartleaf Asset Management LLC 0.04% Add +24.1% 6,396 $345K
BLB&B Advisors, LLC 0.02% Reduce -11.5% 6,393 $344K
Adirondack Trust Co. 0.13% Reduce -7.6% 6,391 $344K
Hantz Financial Services, Inc. 0.01% Reduce -27.5% 6,360 $343K
Perigon Wealth Management, LLC 0.01% Add +59.2% 6,176 $340K
ZWJ Investment Counsel Inc. 0.01% Add +19.1% 6,300 $339K
Farmers Trust Co. 0.06% Reduce -1.2% 6,293 $339K
Mystic Asset Management, Inc. 0.09% Add +6.8% 6,252 $337K
Capital Management Corp. 0.06% No change 6,236 $336K
Salem Investment Counselors Inc. 0.01% Add +8.7% 6,222 $335K
First United Bank & Trust 0.12% Reduce -13.6% 6,198 $334K
MWA Asset Management 0.22% New 6,155 $332K
Wedmont Private Capital 0.02% Add +8.0% 6,207 $331K
Caldwell Sutter Capital, Inc. 0.15% Reduce -4.5% 6,106 $329K
Private Client Services, LLC 0.18% Reduce -0.7% 6,094 $328K
Blueprint Investment Partners LLC 0.05% New 6,092 $328K
XTX Topco Ltd 0.03% Reduce -75.2% 6,070 $327K
Centre Asset Management, LLC 0.07% Add +7.7% 6,053 $326K
Jaffetilchin Investment Partners, LLC 0.02% Add +31.7% 6,039 $325K
Fruth Investment Management 0.09% Reduce -4.0% 6,025 $324K
Hummer Financial Advisory Services Inc 0.26% No change 6,001 $323K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Reduce -17.3% 5,975 $322K
Brown Miller Wealth Management, LLC 0.12% Add +0.2% 5,973 $322K
Trust Point Inc. 0.02% Reduce -8.6% 5,973 $322K
Sheets Smith Wealth Management 0.04% Reduce -4.2% 5,954 $321K
Edgestream Partners, L.P. 0.01% Reduce -85.9% 5,920 $319K
IFC Advisors LLC 0.07% — 5,901 $318K
Smithfield Trust Co 0.02% No change 5,900 $317K
Lake Street Advisors Group, LLC 0.01% Add +7.4% 5,865 $316K
Wealth Quarterback LLC 0.15% Add +50.5% 5,861 $316K
Clarius Group, LLC 0.02% Reduce -2.2% 5,848 $315K
Northwest Bancshares, Inc. 0.06% Reduce -0.7% 5,829 $314K
Dynamic Advisor Solutions LLC 0.01% Reduce -1.8% 5,829 $314K
LCNB Corp. 0.11% No change 5,828 $314K
OLIO Financial Planning 0.11% Add +2.7% 5,828 $314K
Intrust Bank NA 0.03% Reduce -41.3% 5,827 $314K
Luts & Greenleigh Group, Inc. 0.31% Add +0.7% 5,815 $313K
Walker Asset Management, LLC 0.19% Add +18.1% 5,811 $313K
Lantern Wealth Advisors, LLC 0.20% Add +2.9% 5,774 $311K
Chicago Partners Investment Group LLC 0.01% Reduce -4.1% 5,689 $311K
First National Bank & Trust Co. of Newtown 0.06% No change 5,763 $310K
Aspiriant, LLC 0.01% Reduce -0.1% 5,743 $309K
Simplicity Wealth,LLC 0.06% Add +43.1% 5,685 $306K
SVB Wealth LLC 0.01% New 5,683 $306K
CI Investments Inc. 0.00% Add +22.9% 5,637 $304K
Farther Finance Advisors, LLC 0.01% Reduce -6.1% 5,627 $303K
Composition Wealth, LLC 0.01% Reduce -68.2% 5,610 $302K
Old Port Advisors 0.09% Reduce -2.3% 5,603 $302K
Summit Securities Group LLC 0.11% Add +5500.0% 5,600 $302K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 5,600 $302K
Cobblestone Asset Management LLC 0.20% Add +0.1% 5,572 $300K
Northstar Advisory Group, LLC 0.15% Reduce -0.6% 5,557 $299K
IFP Advisors, Inc 0.01% Reduce -0.3% 5,544 $299K
Fort Washington Investment Advisors Inc. 0.00% No change 5,493 $296K
Aaron Wealth Advisors LLC 0.03% Add +35.6% 5,479 $295K
IFG Advisory, LLC 0.02% New 5,477 $295K
Sherbrooke Park Advisers LLC 0.09% Add +20.1% 5,467 $294K
Carnegie Investment Counsel 0.01% Reduce -32.4% 5,448 $293K
Campion Asset Management 0.22% No change 5,441 $293K
Groesbeck Investment Management Corp. 0.38% New 5,439 $293K
SBI Securities Co., Ltd. 0.01% — 5,421 $292K
Sfmg, LLC 0.02% Reduce -1.1% 5,348 $288K
Thompson Davis & Co., Inc. 0.19% Reduce -11.0% 5,346 $288K
Camden National Bank 0.04% Reduce -0.9% 5,339 $288K
Nabity-Jensen Investment Management Inc 0.22% No change 5,336 $287K
First Command Advisory Services, Inc. 0.00% Add +7.6% 5,330 $287K
Blue Fin Capital, Inc. 0.05% Reduce -19.7% 5,317 $286K
Facet Wealth, Inc. 0.01% Reduce -12.2% 5,207 $284K
Compass Ion Advisors, LLC 0.03% Add +0.2% 5,263 $283K
Berger Financial Group, Inc 0.02% Add +2.7% 5,244 $282K
Fiduciary Alliance LLC 0.03% New 5,230 $282K
Allegheny Financial Group 0.07% New 5,212 $281K
Alpha Cubed Investments, LLC 0.01% Add +0.0% 5,189 $279K
Colonial Trust Advisors 0.02% Reduce -6.6% 5,164 $278K
Violich Capital Management, Inc. 0.04% Reduce -12.0% 5,155 $278K
CX Institutional 0.01% Add +7.8% 5,142 $277K
Ostrum Asset Management 0.02% Reduce -4.0% 5,127 $276K
Manske Wealth Management 0.11% — 5,117 $276K
R Squared Ltd 0.27% — 5,100 $275K
Rehmann Capital Advisory Group 0.02% Reduce -11.9% 5,070 $273K
HF Advisory Group, LLC 0.13% Reduce -4.9% 5,064 $273K
Whittier Trust Co. 0.00% Reduce -35.7% 5,047 $272K
Summit Asset Management, LLC 0.05% Reduce -7.1% 5,044 $272K
LifeWealth Investments, LLC 0.18% — 5,021 $270K
Crowley Wealth Management, Inc. 0.24% — 5,010 $270K
Longview Financial Advisors, Inc. 0.21% Add +0.2% 5,006 $270K
Chesapeake Wealth Management 0.09% Reduce -9.3% 4,989 $269K
Veltria Advisors Corp. 0.11% Reduce -16.4% 4,982 $268K
Citizens National Bank Trust Department 0.06% No change 4,973 $268K
Northwest Financial Advisors 0.22% Add +0.1% 4,949 $267K
Arkadios Wealth Advisors 0.01% Add +13.1% 4,930 $266K
Herold Advisors, Inc. 0.06% Add +3.2% 4,913 $265K
Jane Street Group, LLC 0.00% Reduce -94.9% 4,907 $264K
Flynn Zito Capital Management, LLC 0.12% Add +2.2% 4,900 $264K
Mather Group, Llc. 0.00% Add +13.4% 4,891 $263K
Callan Family Office, LLC 0.02% New 4,882 $263K
Interchange Capital Partners, LLC 0.10% Reduce -3.4% 4,881 $263K
Checchi Capital Advisers, LLC 0.02% Add +7.4% 4,875 $263K
Evergreen Capital Management LLC 0.01% Reduce -1.9% 4,857 $262K
Morningstar Investment Management LLC 0.02% Add +0.8% 4,855 $261K
Dividend Assets Capital, LLC 0.05% Reduce -9.1% 4,842 $261K
Coppell Advisory Solutions LLC 0.04% Add +1.4% 4,838 $261K
Shelton Capital Management 0.01% No change 4,828 $260K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% Reduce -53.7% 4,819 $260K
Wolverine Asset Management LLC 0.02% No change 4,799 $258K
Private Trust Co. NA 0.03% Reduce -7.3% 4,790 $258K
Kinloch Capital, LLC 0.13% Reduce -8.0% 4,770 $257K
Investment Partners Asset Management, Inc. 0.20% No change 4,729 $255K
Essex Bank 0.06% Add +0.2% 4,716 $254K
Aviance Capital Partners, LLC 0.04% New 4,711 $254K
Meridian Financial Advisors, LLC 0.18% Add +0.8% 4,708 $254K
Shell Asset Management Co. 0.01% No change 4,703 $253K
Three Magnolias Financial Advisors, LLC 0.26% — 4,629 $251K
Intrua Financial, LLC 0.04% Reduce -41.5% 4,645 $250K
Sage Mountain Advisors LLC 0.02% Reduce -0.7% 4,630 $249K
CNB Bank 0.12% Reduce -20.5% 4,609 $248K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,600 $248K
Citizens Financial Group Inc. 0.00% Reduce -16.2% 4,574 $246K
Second Half Financial Partners, LLC 0.12% Add +1.4% 4,570 $246K
Schmidt P J Investment Management Inc. 0.04% No change 4,564 $246K
Spectrum Wealth Advisory Group, LLC 0.12% New 4,548 $245K
Flputnam Investment Management Co. 0.00% Reduce -9.9% 4,545 $245K
MKT Advisors LLC 0.11% Reduce -15.3% 4,424 $245K
King Luther Capital Management Corp. 0.00% No change 4,516 $243K
Tower Bridge Advisors 0.03% No change 4,512 $243K
Avestar Capital, LLC 0.02% Add +16.2% 4,503 $243K
GeoWealth Management, LLC 0.01% Add +44.1% 4,502 $242K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.5% 4,491 $242K
Lion Street Advisors, LLC 0.08% Reduce -4.1% 4,489 $242K
Verdence Capital Advisors LLC 0.02% Reduce -65.4% 4,480 $241K
Ifrah Financial Services, Inc. 0.07% Reduce -5.0% 4,467 $241K
Dudley Capital Management, LLC 0.12% Add +2.3% 4,461 $240K
Aspect Partners, LLC 0.14% Add +0.1% 4,441 $239K
ICONIQ Capital, LLC 0.00% New 4,424 $238K
Strategic Blueprint, LLC 0.01% Add +16.9% 4,396 $237K
Chapin Davis, Inc. 0.08% No change 4,092 $236K
Harmony Asset Management LLC 0.09% New 4,379 $236K
Tompkins Financial Corp. 0.02% Add +14.7% 4,370 $235K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -11.2% 4,367 $235K
Register Financial Advisors LLC 0.12% Add +5.8% 4,316 $232K
Pier 88 Investment Partners LLC 0.28% No change 4,315 $232K
Resources Management Corp. /CT/ 0.03% No change 4,299 $232K
Newman Dignan & Sheerar, Inc. 0.06% No change 4,300 $232K
Fulton Breakefield Broenniman LLC 0.02% No change 4,297 $231K
David J Yvars Group 0.14% Add +11.8% 4,295 $231K
CJM Wealth Advisers, Ltd. 0.08% Reduce -8.7% 4,294 $231K
Reliant Investment Partners, LLC 0.20% — 4,283 $231K
Rwa Wealth Partners, LLC 0.00% No change 4,256 $229K
Park National Corp. 0.01% Reduce -31.0% 4,253 $229K
Pinnacle West Asset Management, Inc. 0.16% Add +3.0% 4,245 $229K
NorthStar Asset Management LLC 0.15% Reduce -4.1% 4,252 $229K
Simon Quick Advisors, LLC 0.01% Add +4.5% 4,250 $229K
Greatmark Investment Partners, Inc. 0.03% Reduce -2.3% 4,250 $229K
AdvisorNet Financial, Inc 0.02% Reduce -2.8% 4,243 $229K
Heritage Wealth Management, Inc. 0.08% No change 4,235 $228K
Novak & Powell Financial Services, Inc. 0.14% Add +0.8% 4,220 $227K
Old North State Trust, LLC 0.14% Add +3.1% 4,206 $227K
Commonwealth Financial Services, LLC 0.04% Reduce -19.4% 4,210 $227K
Alliance Wealth Advisors, LLC 0.13% No change 4,198 $226K
Pure Financial Advisors, LLC 0.01% New 4,197 $226K
Nicolet Advisory Services, LLC 0.02% New 4,228 $226K
Howard Bailey Securities, LLC 0.08% Reduce -0.2% 4,187 $226K
Boltwood Capital Management 0.07% Reduce -1.8% 4,185 $225K
Provenance Wealth Advisors, LLC 0.03% No change 4,176 $225K
Cahaba Wealth Management, Inc. 0.02% Add +1.1% 4,175 $225K
Waldron Private Wealth LLC 0.01% Reduce -1.3% 4,155 $224K
Institute for Wealth Management, LLC. 0.03% No change 4,130 $222K
Sterling Investment Counsel, LLC 0.15% No change 4,101 $221K
Bard Financial Services, Inc. 0.03% Reduce -59.0% 4,100 $221K
MassMutual Private Wealth & Trust, FSB 0.01% Add +6.7% 4,100 $221K
Fee-Only Financial Planning, L.C. 0.14% No change 4,060 $219K
Clearbridge Investments, LLC 0.00% Reduce -21.0% 4,057 $219K
Glass Jacobson Investment Advisors llc 0.07% No change 4,056 $218K
Legacy Advisors, LLC 0.02% Add +13.4% 4,050 $218K
Tranquility Partners, LLC 0.08% Reduce -36.0% 4,024 $217K
Chicago Capital, LLC 0.01% Add +6.4% 3,999 $215K
Sapient Capital LLC 0.00% Add +3.8% 3,982 $214K
Rockport Wealth LLC 0.10% New 3,978 $214K
Welch & Forbes LLC 0.00% No change 3,970 $214K
Forum Financial Management, LP 0.00% Add +3.1% 3,964 $214K
Physician Wealth Advisors, Inc. 0.04% Add +0.1% 3,963 $213K
Hollow Brook Wealth Management LLC 0.07% No change 3,950 $213K
Ballast, Inc. 0.06% Reduce -1.6% 3,938 $212K
Searle & Co. 0.06% New 3,937 $212K
Hall Laurie J Trustee 0.07% Reduce -11.3% 3,925 $212K
Arkos Global Advisors 0.03% New 3,934 $212K
Continuum Advisory, LLC 0.03% Reduce -9.3% 3,888 $209K
Choate Investment Advisors 0.01% Add +5.4% 3,880 $209K
Bogart Wealth, LLC 0.01% Reduce -15.2% 3,858 $208K
Boston Family Office LLC 0.01% No change 3,850 $207K
North Star Investment Management Corp. 0.01% Reduce -0.9% 3,837 $207K
Stiles Financial Services Inc 0.07% Reduce -1.6% 3,816 $206K
Banco Santander, S.A. 0.00% Reduce -23.8% 3,781 $204K
Probity Advisors, Inc. 0.04% No change 3,774 $203K
GTS Securities LLC 0.01% Reduce -88.6% 3,768 $203K
Evercore Wealth Management, LLC 0.00% Reduce -27.1% 3,762 $203K
Eagle Strategies LLC 0.04% Add +6.0% 3,759 $202K
First City Capital Management, Inc. 0.11% No change 3,752 $202K
Titleist Asset Management, LLC 0.02% Reduce -25.4% 3,752 $202K
D.B. Root & Company, LLC 0.06% Reduce -14.7% 3,747 $202K
Penobscot Investment Management Company, Inc. 0.02% No change 3,725 $201K
Wealth Alliance, LLC 0.02% Reduce -64.5% 3,721 $200K
Optimum Investment Advisors 0.09% Add +557.2% 3,700 $199K
Kestra Investment Management, LLC 0.01% Reduce -13.0% 3,545 $191K
Viking Fund Management LLC 0.03% Add +400.0% 3,500 $189K
Sentry Investment Management LLC 0.09% Reduce -14.0% 3,463 $186K
William B. Walkup & Associates, Inc. 0.12% No change 3,408 $184K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -0.3% 3,165 $176K
Truvestments Capital LLC 0.05% Add +3.5% 3,271 $176K
Front Row Advisors LLC 0.06% No change 3,266 $176K
Altshuler Shaham Ltd 0.01% New 3,266 $176K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -45.5% 3,264 $176K
Optiver Holding B.V. 0.01% Add +33.6% 3,253 $175K
Parkside Financial Bank & Trust 0.02% Add +44.3% 3,237 $174K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -1.8% 3,124 $168K
Quent Capital, LLC 0.02% Reduce -1.0% 3,110 $167K
Arax Advisory Partners 0.01% Add +606.4% 3,002 $162K
Mechanics Financial Corp 0.07% No change 3,000 $162K
Sound Income Strategies, LLC 0.01% Add +2.9% 2,939 $158K
CVA Family Office, LLC 0.03% Add +2.8% 2,929 $158K
HHM Wealth Advisors, LLC 0.02% Add +1.0% 2,923 $157K
Motco 0.02% Reduce -0.4% 2,869 $155K
MidAtlantic Capital Management, Inc. 0.11% Reduce -31.8% 2,863 $154K
WASHINGTON TRUST Co 0.01% Add +11.7% 2,861 $154K
Richardson Financial Services Inc. 0.11% Reduce -8.5% 2,855 $154K
Y.D. More Investments Ltd 0.01% Reduce -5.9% 2,802 $151K
Delta Asset Management LLC 0.01% No change 2,790 $150K
Rosenberg Matthew Hamilton 0.04% Reduce -0.1% 2,773 $149K
Walleye Capital LLC 0.00% Reduce -81.9% 2,770 $149K
Versant Capital Management, Inc 0.03% Add +2.0% 2,726 $147K
Cromwell Holdings LLC 0.08% No change 2,666 $144K
Fortitude Family Office, LLC 0.05% Reduce -3.2% 2,650 $143K
Sittner & Nelson, LLC 0.06% No change 2,548 $137K
S.A. Mason LLC 0.07% No change 2,498 $135K
First Eagle Investment Management, LLC 0.00% New 2,497 $134K
Crews Bank & Trust 0.02% — 2,469 $133K
Hilltop National Bank 0.04% Reduce -3.2% 2,448 $132K
Centerpoint Advisors, LLC 0.05% No change 2,430 $131K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -24.8% 2,430 $131K
Burkett Financial Services, LLC 0.05% Add +1.2% 2,383 $128K
Stonebridge Financial Group, LLC 0.01% — 2,378 $128K
First Financial Corp. 0.06% No change 2,300 $124K
Bray Capital Advisors 0.03% Add +0.1% 2,277 $123K
Aventura Private Wealth, LLC 0.06% — 2,231 $120K
Independence Bank of Kentucky 0.02% Reduce -20.8% 2,176 $117K
Penserra Capital Management LLC 0.00% Add +3082.6% 2,196 $117K
Duncker Streett & Co. Inc. 0.02% No change 2,135 $115K
Hopwood Financial Services, Inc. 0.08% — 2,030 $109K
Laurel Wealth Advisors LLC 0.02% No change 2,003 $108K
Ransom Advisory, Ltd 0.05% Reduce -16.7% 2,000 $108K
Washington Trust Advisors, Inc. 0.01% No change 2,000 $108K
Sachetta, LLC 0.04% Reduce -2.5% 1,993 $107K
Evolution Advisers, Inc. 0.06% Add +0.9% 1,990 $107K
Union Savings Bank 0.05% No change 1,945 $105K
Tradewinds Capital Management, LLC 0.03% Add +1.3% 1,853 $100K
Asset Planning,Inc 0.08% — 1,839 $99K
Deseret Mutual Benefit Administrators 0.05% Reduce -1.2% 1,827 $98K
City State Bank 0.03% No change 1,806 $97K
Financial Gravity Companies, Inc. 0.02% No change 1,757 $95K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +273.8% 1,753 $94K
Venturi Wealth Management, LLC 0.00% Add +58.2% 1,742 $94K
Federated Hermes, Inc. 0.00% Reduce -99.9% 1,710 $92K
Sawyer & Company, Inc 0.03% No change 1,704 $92K
Catalyst Capital Advisors LLC 0.00% Reduce -8.7% 1,676 $90K
Carolinas Wealth Consulting LLC 0.02% Reduce -18.0% 1,655 $89K
Decker Retirement Planning Inc. 0.05% — 1,634 $88K
Riggs Asset Managment Co. Inc. 0.02% No change 1,612 $87K
Crewe Advisors LLC 0.01% Reduce -13.2% 1,608 $87K
Silvant Capital Management LLC 0.00% No change 1,591 $86K
Winnacle Wealth LLC 0.08% — 1,574 $85K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,525 $83K
Piscataqua Savings Bank 0.07% No change 1,517 $82K
Covestor Ltd 0.05% Add +16.9% 1,504 $81K
Sugarloaf Wealth Management, LLC 0.02% No change 1,500 $81K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -60.4% 1,490 $80K
WealthTrak Capital Management LLC 0.07% — 1,488 $80K
Harbor Investment Advisory, LLC 0.01% Add +0.5% 1,430 $77K
Valley National Advisers Inc. 0.01% Reduce -12.5% 1,401 $75K
FWL Investment Management, LLC 0.03% Reduce -35.0% 1,390 $75K
Eisler Capital Management Ltd. 0.00% — 1,355 $74K
Princeton Global Asset Management LLC 0.01% Add +1.2% 1,325 $71K
Aster Capital Management (DIFC) Ltd 0.03% Add +77.8% 1,287 $69K
Coastline Trust Co 0.01% No change 1,272 $69K
New Age Alpha Advisors, LLC 0.00% New 1,265 $68K
Caitong International Asset Management Co., Ltd 0.07% — 1,263 $68K
Logan Capital Management Inc. 0.00% Add +0.9% 1,261 $68K
Grove Bank & Trust 0.01% Add +4.0% 1,258 $68K
Bruce G. Allen Investments, LLC 0.05% Add +10.5% 1,232 $66K
CKW Financial Group 0.01% No change 1,200 $65K
Parvin Asset Management, LLC 0.07% — 1,200 $65K
Addison Advisors LLC 0.02% Reduce -2.6% 1,179 $64K
SIMA Wealth Partners, LLC 0.05% Add +16.7% 1,154 $62K
Millstone Evans Group, LLC 0.04% — 1,142 $62K
ORG Partners LLC 0.01% Add +3.8% 1,140 $61K
Private Wealth Management Group, LLC 0.02% No change 1,127 $61K
American Capital Advisory, LLC 0.03% No change 1,108 $60K
Bank & Trust Co 0.05% No change 1,101 $59K
SOA Wealth Advisors, LLC. 0.01% Add +0.9% 1,099 $59K
2UniFi Bank 0.04% — 1,092 $59K
Pinnacle Bancorp, Inc. 0.02% Reduce -18.6% 1,087 $59K
GPS Wealth Strategies Group, LLC 0.01% Reduce -4.3% 1,064 $57K
Beacon Capital Management, LLC 0.01% Add +1.2% 1,045 $56K
Financial Management Professionals, Inc. 0.01% Reduce -2.3% 1,039 $56K
Oarsman Capital, Inc. 0.01% Reduce -4.6% 1,036 $56K
Glen Eagle Advisors, LLC 0.01% No change 1,031 $56K
Strategic Investment Solutions, Inc. 0.02% Reduce -2.3% 1,113 $55K
Trifecta Capital Advisors, LLC 0.01% No change 1,000 $54K
Atwood & Palmer Inc. 0.00% No change 1,000 $54K
Webster Bank, N. A. 0.01% Reduce -3.5% 979 $53K
Byrne Asset Management LLC 0.04% Reduce -13.6% 950 $51K
Gleason Group, Inc. 0.01% Add +1.2% 937 $50K
GW&K Investment Management, LLC 0.00% Add +2.9% 931 $50K
SWAN Capital LLC 0.02% No change 922 $50K
Leonteq Securities AG 0.00% Add +1596.3% 916 $49K
MeadowBrook Investment Advisors LLC 0.04% No change 900 $48K
Compass Wealth Management LLC 0.01% No change 900 $48K
Fourth Dimension Wealth, LLC 0.03% — 896 $48K
Slocum, Gordon & Co LLP 0.04% Reduce -97.8% 895 $48K
FNY Investment Advisers, LLC 0.03% New 900 $48K
Canton Hathaway, LLC 0.01% No change 900 $48K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 870 $47K
Community Bank, N.A. 0.01% No change 857 $46K
Pathway Financial Advisers, LLC 0.02% Reduce -98.3% 841 $45K
Missouri Trust & Investment Co 0.02% No change 825 $44K
Briaud Financial Planning Inc 0.02% No change 819 $44K
Oakworth Capital, Inc. 0.00% Reduce -44.6% 781 $42K
MV Capital Management, Inc. 0.00% No change 780 $42K
CoreFirst Bank & Trust 0.02% No change 776 $42K
McClarren Financial Advisors, Inc. 0.12% Add +1247.4% 768 $41K
Albion Financial Group 0.00% Add +279.0% 758 $41K
Park Place Capital Corp 0.01% Reduce -80.2% 751 $40K
Hoey Investments, Inc. 0.01% New 750 $40K
Raleigh Capital Management Inc. 0.02% Reduce -93.4% 731 $39K
Kimelman & Baird, LLC 0.00% No change 730 $39K
Avior Wealth Management, LLC 0.00% Reduce -1.1% 705 $38K
Murphy & Mullick Capital Management Corp 0.03% — 693 $37K
Cyrus J. Lawrence, LLC 0.01% No change 675 $36K
Capital Advisors, Ltd. LLC 0.00% No change 670 $36K
Larson Financial Group LLC 0.00% Add +7.9% 656 $35K
FSC Wealth Advisors, LLC 0.02% Reduce -18.4% 642 $35K
Center for Financial Planning, Inc. 0.00% No change 641 $35K
Peoples Bank 0.02% Reduce -95.0% 640 $34K
Oliver Lagore Vanvalin Investment Group 0.01% No change 639 $34K
Rise Advisors, LLC 0.02% Add +1.3% 634 $34K
Foster Dykema Cabot & Partners, LLC 0.00% No change 628 $34K
Old Second National Bank of Aurora 0.01% Add +2.9% 604 $33K
Gen-Wealth Partners Inc 0.01% Reduce -44.4% 601 $32K
Pillar Financial Advisors, LLC 0.02% — 600 $32K
Atticus Wealth Management, LLC 0.01% No change 593 $32K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -7.4% 585 $32K
Frazier Financial Advisors, LLC 0.02% Add +0.4% 563 $30K
Boyd Watterson Asset Management LLC 0.01% No change 557 $30K
Johnson Financial Group, Inc. 0.00% Reduce -87.8% 537 $30K
Morse Asset Management, Inc 0.01% Reduce -95.6% 554 $30K
Navigoe, LLC 0.03% — 550 $29K
Clearstead Trust, LLC 0.01% No change 538 $29K
Criterion Capital Advisors, LLC 0.02% No change 579 $28K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -99.7% 520 $28K
Hemington Wealth Management 0.01% Add +5.7% 536 $28K
CBIZ Investment Advisory Services, LLC 0.00% Add +100.4% 519 $28K
Semmax Financial Advisors Inc. 0.01% Add +8.4% 489 $28K
Zions Bancorporation, N.A. 0.00% Reduce -98.9% 507 $27K
Roble, Belko & Company, Inc 0.00% New 500 $27K
Riverview Trust Co 0.02% No change 501 $27K
Park Square Financial Group, LLC 0.02% — 501 $27K
Birchbrook, Inc. 0.02% New 500 $27K
Fairway Wealth LLC 0.01% New 500 $27K
Orion Capital Management LLC 0.01% New 500 $27K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $27K
Pacific Center for Financial Services 0.01% No change 500 $27K
Van Hulzen Asset Management, LLC 0.00% New 485 $26K
American National Bank & Trust 0.00% Add +26.2% 482 $26K
Monetary Management Group Inc. 0.01% No change 479 $26K
BankPlus Trust Department 0.01% — 475 $26K
Cape Investment Advisory, Inc. 0.01% Add +175.4% 471 $25K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +450.0% 462 $25K
MCF Advisors LLC 0.00% Reduce -1.7% 401 $22K
Synergy Asset Management, LLC 0.00% New 373 $22K
Wingate Wealth Advisors, Inc. 0.02% — 400 $22K
Wolff Wiese Magana LLC 0.01% No change 373 $20K
Flagship Wealth Advisors, LLC 0.01% — 360 $19K
Roxbury Financial LLC 0.02% — 329 $19K
Rakuten Securities, Inc. 0.01% Reduce -5.8% 358 $19K
DecisionPoint Financial, LLC 0.01% No change 355 $19K
Sit Investment Associates Inc. 0.00% No change 349 $19K
Bell Investment Advisors, Inc 0.00% Add +10.0% 352 $19K
Archer Investment Corp 0.00% Add +0.9% 344 $19K
Avalon Trust Co 0.00% No change 340 $18K
CGC Financial Services, LLC 0.01% No change 339 $18K
Hanson & Doremus Investment Management 0.00% Reduce -53.0% 327 $18K
Plante Moran Financial Advisors, LLC 0.00% No change 328 $18K
West Financial Advisors, LLC 0.00% No change 326 $18K
Northwest Bank & Trust Co 0.01% No change 294 $17K
Gables Capital Management Inc. 0.01% No change 320 $17K
Sierra Ocean, LLC 0.01% — 314 $17K
Operose Advisors LLC 0.01% Reduce -80.3% 310 $17K
Bangor Savings Bank 0.00% Reduce -14.6% 310 $17K
Atlantic Private Wealth, LLC 0.01% No change 300 $16K
ESL Trust Services, LLC 0.00% No change 300 $16K
South Plains Financial, Inc. 0.01% — 295 $16K
Quest 10 Wealth Builders, Inc. 0.02% — 289 $16K
Golden State Wealth Management, LLC 0.00% — 282 $15K
Bare Financial Services, Inc 0.01% No change 282 $15K
JFS Wealth Advisors, LLC 0.00% Reduce -19.4% 282 $15K
Miller Wealth Advisors, LLC 0.01% No change 280 $15K
Abound Wealth Management 0.00% Add +1.5% 276 $15K
Hurley Capital, LLC 0.01% — 263 $15K
S&T Bank 0.00% New 262 $14K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 260 $14K
Pineridge Advisors LLC 0.01% No change 251 $14K
GHP Investment Advisors, Inc. 0.00% Reduce -1.2% 251 $14K
Legacy Bridge, LLC 0.01% No change 245 $13K
Vermillion & White Wealth Management Group, LLC 0.01% No change 243 $13K
Cornerstone Planning Group LLC 0.00% Add +8.4% 233 $13K
Pingora Partners LLC 0.01% No change 235 $13K
McIlrath & Eck, LLC 0.00% No change 230 $12K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -64.9% 232 $12K
Perritt Capital Management Inc 0.01% Add +0.9% 215 $12K
Winch Advisory Services, LLC 0.00% Add +0.9% 215 $12K
Dunhill Financial, LLC 0.01% Reduce -62.5% 213 $11K
Creative Financial Designs Inc. 0.00% Reduce -42.0% 211 $11K
Westside Investment Management, Inc. 0.00% No change 210 $11K
Avion Wealth 0.00% Reduce -1.4% 213 $11K
Bollard Group LLC 0.00% No change 198 $11K
RE Dickinson Investment Advisors, LLC 0.01% No change 200 $11K
Cetera Trust Company, N.A 0.01% No change 200 $11K
GoalVest Advisory LLC 0.00% No change 200 $11K
BOK Financial Private Wealth, Inc. 0.00% No change 200 $11K
West Paces Advisors Inc. 0.00% Reduce -7.5% 197 $11K
FSA Wealth Management LLC 0.00% No change 187 $10K
Pacifica Partners Inc. 0.00% Add +21.7% 185 $10K
HBC Financial Services, PLLC 0.01% No change 200 $10K
WR Wealth Planners, LLC 0.00% Add +3.9% 185 $10K
Ramirez Asset Management, Inc. 0.00% No change 166 $9K
PSI Advisors, LLC 0.00% No change 162 $9K
Security National Bank 0.00% No change 159 $9K
Kennebec Savings Bank 0.01% Reduce -58.4% 160 $9K
Nemes Rush Group LLC 0.00% No change 154 $8K
Asset Dedication, LLC 0.00% Reduce -98.2% 153 $8K
Barrett & Company, Inc. 0.00% No change 150 $8K
Trust Co 0.00% No change 150 $8K
Core Alternative Capital 0.00% No change 149 $8K
Anfield Capital Management, LLC 0.00% No change 147 $8K
Newton One Investments LLC 0.00% New 145 $8K
Highline Wealth Partners LLC 0.00% Add +8.4% 142 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 136 $7K
Fairscale Capital, LLC 0.01% No change 127 $7K
Prestige Wealth Management Group LLC 0.00% No change 114 $6K
CarsonAllaria Wealth Management, Ltd. 0.00% Reduce -44.1% 113 $6K
Stephens Consulting, LLC 0.00% Add +15.1% 107 $6K
Richards, Merrill & Peterson, Inc. 0.00% — 100 $5K
Mascoma Wealth Management LLC 0.00% No change 100 $5K
Investment Management Corp. /Va/ 0.00% — 100 $5K
SJS Investment Consulting Inc. 0.00% Add +197.0% 98 $5K
Kozak & Associates, Inc. 0.00% Add +1.1% 90 $5K
Ameriflex Group, Inc. 0.00% — 87 $5K
Carolina Wealth Advisors, LLC 0.00% No change 88 $5K
Signature Resources Capital Management, LLC 0.00% No change 86 $5K
Accordant Advisory Group Inc 0.00% No change 71 $4K
Arlington Trust Co LLC 0.00% No change 70 $4K
True Wealth Design, LLC 0.00% Reduce -93.5% 70 $4K
Valued Wealth Advisors LLC 0.00% Add +3350.0% 69 $4K
Raffa Wealth Management, LLC 0.00% No change 67 $4K
Legend Financial Advisors, Inc. 0.00% No change 63 $3K
Tucker Asset Management LLC 0.00% Add +68.6% 59 $3K
Thompson Investment Management, Inc. 0.00% No change 56 $3K
AlphaMark Advisors, LLC 0.00% No change 50 $3K
Coston, McIsaac & Partners 0.00% No change 57 $3K
Conquis Financial LLC 0.00% — 52 $3K
Eagle Bay Advisors LLC 0.00% Reduce -52.1% 46 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% Reduce -57.8% 46 $2K
Iron Horse Wealth Management, LLC 0.00% Add +50.0% 45 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% — 44 $2K
Atlas Capital Advisors Inc. 0.00% Add +50.0% 42 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 41 $2K
Transce3nd, LLC 0.00% — 40 $2K
Morton Brown Family Wealth, LLC 0.00% Reduce -85.7% 39 $2K
Wood Tarver Financial Group, LLC 0.00% — 40 $2K
Global Trust Asset Management, LLC 0.00% Reduce -97.9% 34 $2K
Tidemark, LLC 0.00% No change 33 $2K
MPWM Advisory Solutions, LLC 0.00% — 29 $2K
NewSquare Capital LLC 0.00% New 29 $2K
Graney & King, LLC 0.00% — 22 $1K
Nvwm, LLC 0.00% No change 21 $1K
Transamerica Financial Advisors, LLC 0.00% No change 5 $1K
Principia Wealth Advisory, LLC 0.00% — 18 $969
WPG Advisers, LLC 0.00% — 14 $754
TFC Financial Management, Inc. 0.00% Reduce -62.9% 13 $701
Fortis Group Advisors, LLC 0.00% No change 13 $700
Chesapeake Asset Management LLC 0.00% Add +100.0% 10 $538
Parkworth Wealth Management, Inc. 0.00% — 9 $485
Whipplewood Advisors, LLC 0.00% — 9 $485
Capital A Wealth Management, LLC 0.00% — 8 $431
Activest Wealth Management 0.00% New 8 $431
West Branch Capital LLC 0.00% No change 6 $324
High Note Wealth, LLC 0.00% New 3 $162
Lanark Financial, Inc. 0.01% — 1 $87
Putney Financial Group LLC 0.00% — 1 $36
REAP Financial Group, LLC 0.00% New 1 $27

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