Dominion EnergyD

13F holders, Q1 2025 (March 31)
1,405holders +33
138new positions
96sold out
7famous investors
$56.05avg. 13F price*

At the end of Q1 2025, 1,405 institutions reported holding Dominion Energy Inc. (D) in their 13F filings, up 33 from Q4 2024. 138 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($5.1B), BlackRock, Inc. ($4.0B) and State Street Corp. ($2.5B). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions138$134.1M
Exits96$232.3M

All 13F filers, Q4 2024 → Q1 2025: 39,383,729 shares bought and 29,484,288 shares sold, net +9,899,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,405 holders

Vanguard Group Inc. 0.09% Add +1.8% 91,079,415 $5.1B
BlackRock, Inc. 0.08% Add +2.0% 70,851,894 $4.0B
State Street Corp. 0.10% Add +2.2% 45,027,787 $2.5B
JPMorgan Chase & Co. 0.14% Add +14.2% 31,937,668 $1.8B
Massachusetts Financial Services Co. 0.55% Reduce -5.2% 29,361,417 $1.6B
Dodge & Cox 0.74% Add +3.0% 23,308,378 $1.3B
Capital Research Global Investors 0.28% Reduce -2.3% 23,077,541 $1.3B
Geode Capital Management, LLC 0.08% Add +3.6% 19,150,047 $1.1B
Wellington Management Group LLP 0.19% Add +19.4% 17,744,198 $994.9M
Bank of New York Mellon Corp 0.18% Add +6.3% 15,878,683 $890.3M
T. Rowe Price Associates Inc. 0.10% Add +12.4% 14,091,155 $790.1M
Bank of America Corp. 0.07% Add +14.6% 13,687,103 $767.4M
Morgan Stanley 0.04% Add +8.1% 11,043,449 $619.2M
Invesco Ltd. 0.12% Reduce -0.9% 10,865,460 $609.2M
Franklin Resources Inc. 0.18% Add +19.3% 10,668,226 $598.2M
Hotchkis & Wiley Capital Management LLC 1.99% Add +7.0% 10,647,700 $597.0M
Canada Pension Plan Investment Board 0.58% Reduce -7.0% 10,645,263 $596.9M
Northern Trust Corp. 0.08% Add +4.5% 9,730,351 $545.6M
Norges Bank 0.07% Add +1.4% 8,916,162 $499.9M
Legal & General Group Plc 0.11% Add +3.2% 7,275,318 $407.9M
Goldman Sachs Group Inc. 0.06% Reduce -8.2% 5,398,085 $302.7M
Charles Schwab Investment Management Inc. 0.06% Add +1.3% 5,382,909 $301.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +4.9% 4,934,963 $276.7M
Barclays PLC 0.10% Add +117.6% 3,979,638 $223.1M
Royal Bank of Canada 0.05% Reduce -13.8% 3,918,428 $219.7M
American Century Companies Inc. 0.13% Add +0.9% 3,796,524 $212.9M
London Co. of Virginia 1.21% Add +2.8% 3,793,254 $212.7M
California Public Employees Retirement System 0.15% Reduce -2.1% 3,751,869 $210.4M
Magellan Asset Management Ltd 2.50% Reduce -7.3% 3,668,349 $205.7M
UBS Group AG 0.04% Reduce -15.8% 3,466,953 $194.4M
Mitsubishi UFJ Trust & Banking Corp 0.44% Reduce -18.6% 2,995,083 $167.9M
Cohen & Steers, Inc. 0.29% Add +9.0% 2,784,585 $156.1M
ClearBridge Investments Ltd 3.62% Reduce -42.5% 2,483,777 $139.3M
National Pension Service 0.13% Add +7.7% 2,473,144 $138.7M
Swiss National Bank 0.09% Reduce -0.0% 2,369,120 $132.8M
FMR LLC 0.01% Reduce -27.0% 2,322,899 $130.2M
Citigroup Inc. 0.10% Add +0.1% 2,310,644 $129.6M
Dimensional Fund Advisors LP 0.03% Add +3.7% 2,270,565 $127.3M
Amundi 0.04% Reduce -12.5% 2,166,365 $121.9M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +1.1% 2,109,437 $118.3M
Jennison Associates LLC 0.08% Add +67.6% 2,086,948 $117.0M
Wells Fargo & Company 0.03% Reduce -51.1% 2,084,911 $116.9M
Pictet Asset Management Holding SA 0.13% Reduce -5.5% 2,074,236 $116.3M
Deutsche Bank AG 0.05% Reduce -2.1% 2,035,268 $114.1M
HSBC Holdings PLC 0.08% Reduce -4.4% 2,025,724 $113.4M
Thompson Siegel & Walmsley LLC 1.89% Reduce -9.4% 1,987,116 $111.4M
AQR Capital Management 0.11% Add +588.9% 1,974,405 $109.7M
First Trust Advisors LP 0.09% Add +54.0% 1,739,807 $97.6M
Zimmer Partners, LP 1.97% Add +28.8% 1,728,500 $96.9M
Nuveen, LLC 0.03% — 1,725,033 $96.7M
Maple-Brown Abbott Ltd 6.32% Add +42.4% 1,652,333 $92.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.53% Add +0.7% 1,600,001 $89.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +11.4% 1,499,101 $84.1M
Rhumbline Advisers 0.08% Add +4.9% 1,479,087 $82.9M
BNP Paribas Financial Markets 0.06% Reduce -13.8% 1,378,331 $77.3M
Manufacturers Life Insurance Company, The 0.07% Reduce -5.7% 1,316,167 $73.8M
Arrowstreet Capital, Limited Partnership 0.06% Add +500.0% 1,289,076 $72.3M
Natixis Advisors, LLC 0.13% Add +8.9% 1,260,317 $70.7M
Raymond James Financial Inc. 0.03% Reduce -5.3% 1,256,171 $70.4M
Duff & Phelps Investment Management Co. 0.81% No change 1,238,640 $69.5M
Macquarie Group Ltd. 0.09% Add +36.5% 1,236,829 $69.3M
Ensign Peak Advisors, Inc 0.13% Add +2.8% 1,217,122 $68.2M
Energy Income Partners, LLC 1.31% Add +3.2% 1,217,112 $68.2M
Jupiter Asset Management Ltd. 0.64% Reduce -16.1% 1,198,465 $67.2M
Bank of Montreal 0.03% Reduce -20.6% 1,161,689 $65.1M
Marshall Wace, LLP 0.09% Reduce -48.9% 1,129,123 $63.3M
Ameriprise Financial Inc. 0.02% Reduce -23.2% 1,098,115 $61.6M
Renaissance Technologies 0.09% Add +265.9% 1,095,136 $61.4M
PNC Financial Services Group, Inc. 0.03% Reduce -2.2% 1,072,433 $60.1M
Millennium Management 0.06% Add +4883.4% 1,030,871 $57.8M
New York State Common Retirement Fund 0.08% Add +3.1% 1,021,955 $57.3M
Alliancebernstein L.P. 0.02% Reduce -9.2% 1,019,841 $57.2M
Russell Investments Group, Ltd. 0.08% Add +11.0% 1,016,758 $57.0M
California State Teachers Retirement System 0.07% Add +0.3% 1,002,071 $56.2M
LPL Financial LLC 0.02% Add +20.0% 949,525 $53.2M
Principal Financial Group Inc. 0.03% Reduce -0.5% 939,325 $52.7M
Brandywine Global Investment Management, LLC 0.35% Add +15.5% 867,062 $48.6M
State Board of Administration of Florida Retirement System 0.09% Add +0.3% 845,323 $47.4M
Envestnet Asset Management Inc. 0.01% Reduce -3.9% 822,230 $46.1M
Mackenzie Financial Corp. 0.06% Add +1.3% 793,787 $44.5M
Swiss Life Asset Management Ltd 0.28% Add +3.2% 678,704 $38.1M
Janney Montgomery Scott LLC 0.11% Add +10.5% 677,915 $38.0M
APG Asset Management N.V. 0.12% Reduce -6.8% 730,880 $37.9M
CIBC Private Wealth Group LLC 0.08% Add +6.2% 754,209 $37.5M
Caisse de depot et placement du Quebec 0.08% Reduce -57.8% 667,012 $37.4M
New York State Teachers Retirement System 0.08% Reduce -3.0% 642,769 $36.0M
Victory Capital Management Inc. 0.04% Add +6.7% 642,025 $36.0M
STRS Ohio 0.15% Reduce -0.3% 622,450 $34.9M
Los Angeles Capital Management LLC 0.15% Add +9.5% 620,602 $34.8M
Commonwealth Equity Services, LLC 0.05% Add +1.9% 605,002 $33.9M
Korea Investment CORP 0.08% Add +6.4% 599,198 $33.6M
Twinbeech Capital LP 0.60% Add +125.1% 588,096 $33.0M
Aviva PLC 0.08% Add +4161.3% 586,698 $32.9M
1832 Asset Management L.P. 0.06% Reduce -8.9% 584,052 $32.7M
Allianz Asset Management GmbH 0.05% Reduce -2.0% 577,231 $32.4M
GW Henssler & Associates Ltd. 1.82% Add +6.5% 567,458 $31.8M
Sei Investments Co. 0.04% Add +9.8% 563,809 $31.6M
Vaughan David Investments LLC 0.72% Add +1.5% 550,505 $30.9M
Balyasny Asset Management L.P. 0.08% Add +3749.7% 549,120 $30.8M
State of Wisconsin Investment Board 0.07% Add +6.7% 508,193 $28.5M
HighTower Advisors, LLC 0.04% Add +10.5% 499,521 $28.0M
DNB Asset Management AS 0.13% Add +6.6% 498,999 $28.0M
RWC Asset Management LLP 1.73% Reduce -16.1% 488,248 $27.4M
Prudential Financial Inc. 0.04% Reduce -2.3% 483,181 $27.1M
Schroder Investment Management Group 0.03% Reduce -62.5% 466,083 $25.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.11% Reduce -90.1% 447,151 $25.1M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.2% 444,026 $24.9M
Poplar Forest Capital LLC 4.42% Reduce -0.7% 443,320 $24.9M
Alps Advisors Inc. 0.14% Reduce -1.4% 441,857 $24.8M
Cwm, LLC 0.10% Reduce -0.4% 439,819 $24.7M
Gabelli Funds LLC 0.19% Reduce -0.2% 432,000 $24.2M
Crawford Investment Counsel Inc. 0.42% Add +6.5% 423,322 $23.7M
CANADA LIFE ASSURANCE Co 0.04% Reduce -0.0% 416,550 $23.4M
DAVENPORT & Co LLC 0.14% Add +1.1% 408,900 $22.9M
Aberdeen Group plc 0.04% Add +2.1% 409,483 $22.8M
Pinebridge Investments, L.P. 0.18% Reduce -12.2% 406,895 $22.8M
Neuberger Berman Group LLC 0.02% Add +0.2% 395,094 $22.2M
National Bank of Canada 0.03% Reduce -18.6% 386,940 $21.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -3.3% 384,499 $21.5M
Treasurer of the State of North Carolina 0.09% Reduce -17.5% 383,569 $21.5M
Godsey & Gibb, Inc. 2.10% Add +3.5% 381,674 $21.4M
Man Group plc 0.07% Add +61.7% 377,019 $21.1M
CBRE Investment Management Listed Real Assets LLC 0.32% No change 369,494 $20.7M
Truist Financial Corp. 0.03% Add +3.0% 360,732 $20.2M
Asset Management One Co., Ltd. 0.07% Add +7.1% 350,087 $19.6M
Public Employees Retirement System of Ohio 0.07% Reduce -3.5% 347,836 $19.5M
AE Wealth Management LLC 0.16% Add +14.2% 347,119 $19.5M
State of Tennessee, Department of Treasury 0.07% Add +30.9% 346,311 $19.4M
FIL Ltd 0.02% New 344,200 $19.3M
Pathstone Holdings, LLC 0.08% Add +2.7% 344,113 $19.3M
Silvercrest Asset Management Group LLC 0.13% Add +18.8% 331,296 $18.6M
Stifel Financial Corp. 0.02% Reduce -24.7% 326,821 $18.3M
Royal London Asset Management Ltd. 0.04% Add +26.4% 317,993 $17.8M
Allspring Global Investments Holdings, LLC 0.03% Reduce -11.8% 306,411 $17.2M
Toronto Dominion Bank 0.04% Reduce -0.0% 300,147 $16.8M
TD Asset Management Inc 0.02% Add +0.3% 294,753 $16.5M
Calamos Advisors LLC 0.11% Add +1.1% 294,453 $16.5M
Payden & Rygel 1.41% Add +47.0% 293,000 $16.4M
Cambridge Investment Research Advisors, Inc. 0.06% Add +3.9% 290,422 $16.3M
General American Investors Co. Inc. 1.21% No change 290,000 $16.3M
Resona Asset Management Co.,Ltd. 0.09% Add +6.5% 290,301 $16.2M
Jane Street Group, LLC 0.03% Add +5756.1% 287,357 $16.1M
Nomura Asset Management Co. Ltd. 0.05% Add +3.8% 284,499 $16.0M
State of New Jersey Common Pension Fund D 0.07% Reduce -8.2% 281,402 $15.8M
Creative Planning 0.01% Add +3.6% 276,835 $15.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -9.2% 273,464 $15.3M
Van Eck Associates Corp. 0.02% Add +4.7% 265,796 $14.9M
Wealth Enhancement Advisory Services, LLC 0.03% Add +9.0% 265,740 $14.9M
Focus Partners Wealth 0.04% Add +12.6% 263,545 $14.8M
Corient Private Wealth LP 0.02% Reduce -14.2% 261,999 $14.7M
Empower Advisory Group, LLC 0.05% Reduce -0.2% 254,452 $14.3M
Arizona State Retirement System 0.09% Add +2.8% 246,520 $13.8M
State of Michigan Retirement System 0.08% Reduce -0.0% 242,867 $13.6M
Wealthfront Advisers LLC 0.04% Reduce -14.9% 241,257 $13.5M
Credit Agricole S A 0.05% Add +7.2% 239,123 $13.4M
Oak Grove Capital LLC 3.09% Add +9.3% 231,006 $13.0M
Advisors Asset Management, Inc. 0.24% Reduce -6.4% 225,947 $12.7M
Public Sector Pension Investment Board 0.05% Add +3.0% 224,574 $12.6M
Wedge Capital Management L L P 0.24% Reduce -5.1% 222,355 $12.5M
MetLife Investment Management, LLC 0.07% Reduce -1.9% 218,138 $12.2M
Osaic Holdings, Inc. 0.03% Reduce -4.3% 217,923 $12.2M
Capital Fund Management S.A. 0.15% New 215,730 $12.1M
Orion Porfolio Solutions, LLC 0.12% Reduce -2.1% 213,953 $12.0M
Orion Portfolio Solutions, LLC 0.12% Reduce -2.1% 213,953 $12.0M
Susquehanna International Group, LLP 0.02% Reduce -43.5% 212,549 $11.9M
Brookstone Capital Management 0.17% Add +5.5% 210,393 $11.8M
Nisa Investment Advisors, LLC 0.06% Add +40.0% 208,978 $11.7M
Two Sigma Advisers, LP 0.03% Reduce -55.5% 203,300 $11.4M
CW Advisors, LLC 0.14% Add +5.9% 201,338 $11.3M
Kanawha Capital Management LLC 0.87% Add +3.8% 200,430 $11.2M
Investment Management Corp of Ontario 0.23% Add +34.5% 200,095 $11.2M
Captrust Financial Advisors 0.03% Reduce -0.5% 197,215 $11.1M
ASR Vermogensbeheer N.V. 0.16% — 193,564 $10.9M
Czech National Bank 0.10% Add +5.9% 192,937 $10.8M
Cetera Investment Advisers 0.02% Add +10.8% 192,699 $10.8M
Forsta Ap-Fonden 0.08% Reduce -41.8% 189,900 $10.6M
Corebridge Financial, Inc. 0.06% Reduce -3.0% 187,351 $10.5M
Mariner, LLC 0.02% Add +34.5% 187,050 $10.5M
Cerity Partners LLC 0.02% Reduce -24.7% 184,773 $10.4M
Graham Capital Management, L.P. 0.47% New 181,917 $10.2M
Retirement Systems of Alabama 0.04% Reduce -0.8% 180,509 $10.1M
IFM Investors Pty Ltd 0.11% Reduce -21.1% 178,489 $10.0M
O'shaughnessy Asset Management, LLC 0.08% Add +7.8% 176,452 $9.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +4.4% 176,247 $9.9M
Guggenheim Capital LLC 0.09% Add +1.2% 175,356 $9.8M
Rockefeller Capital Management L.P. 0.02% Add +10.2% 174,844 $9.8M
Sanctuary Advisors, LLC 0.07% Reduce -1.6% 172,886 $9.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +140.2% 216,451 $9.7M
Quantinno Capital Management LP 0.06% Add +7.5% 172,356 $9.7M
Voya Investment Management LLC 0.01% Reduce -0.1% 171,992 $9.6M
Gilman Hill Asset Management, LLC 1.66% Add +0.2% 170,633 $9.6M
Cary Street Partners Financial LLC 0.30% Reduce -3.2% 168,958 $9.5M
One Capital Management, LLC 0.32% Add +7.5% 166,208 $9.3M
Amalgamated Bank 0.08% Add +0.8% 165,775 $9.3M
Decade Renewable Partners LP 7.08% New 165,402 $9.3M
Keybank National Association 0.04% Reduce -8.2% 164,082 $9.2M
Comerica Bank 0.04% Reduce -3.3% 164,028 $9.2M
Teacher Retirement System of Texas 0.04% Add +226.9% 161,777 $9.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -0.0% 160,645 $9.0M
Gotham Asset Management 0.07% Reduce -67.3% 159,630 $9.0M
Van Lanschot Kempen Investment Management N.V. 0.09% Add +8.0% 155,488 $8.7M
Steward Partners Investment Advisory, LLC 0.08% Add +15.9% 152,271 $8.5M
Tredje AP-fonden 0.08% New 151,121 $8.5M
M&T Bank Corp 0.03% Reduce -3.9% 149,965 $8.4M
Mn Services Vermogensbeheer B.V. 0.06% Add +2.3% 148,900 $8.3M
Engineers Gate Manager LP 0.14% Add +109.5% 147,817 $8.3M
Citadel Advisors 0.01% Add +12.2% 141,891 $8.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +7.5% 138,876 $7.8M
Utah Retirement Systems 0.09% No change 138,577 $7.8M
Advocate Group LLC 1.41% Reduce -0.4% 137,779 $7.7M
Sagefield Capital LP 0.90% Reduce -31.7% 133,049 $7.5M
ProShare Advisors LLC 0.02% Add +3.9% 132,217 $7.4M
Commerce Bank 0.05% Reduce -1.7% 132,194 $7.4M
Lazard Asset Management LLC 0.01% Reduce -78.5% 131,737 $7.4M
Daiichi Life Insurance Co., Ltd. 0.21% Reduce -7.9% 126,922 $7.1M
CIBC Asset Management Inc 0.02% Reduce -1.5% 126,735 $7.1M
USS Investment Management Ltd 0.05% No change 126,611 $7.1M
Everett Harris & Co. 0.09% Add +2.3% 124,879 $7.0M
Oppenheimer Asset Management Inc. 0.09% Reduce -5.2% 124,089 $7.0M
Illinois Municipal Retirement Fund 0.10% Reduce -35.6% 122,086 $6.8M
Police & Firemen's Retirement System of New Jersey 0.07% No change 121,712 $6.8M
Xponance LLC 0.07% Add +1.9% 121,667 $6.8M
Northwest & Ethical Investments L.P. 0.18% Reduce -38.3% 120,523 $6.8M
Greystone Financial Group, LLC 1.22% Add +4.1% 119,656 $6.7M
Glenmede Trust Co. NA 0.04% Reduce -5.3% 119,606 $6.7M
Daiwa Securities Group Inc. 0.03% Add +8.1% 119,311 $6.7M
Toth Financial Advisory Corp. 0.80% Add +15.4% 118,419 $6.6M
Vanguard Personalized Indexing Management, LLC 0.10% Add +11.6% 116,830 $6.6M
Private Advisor Group, LLC 0.04% Add +5.3% 116,443 $6.5M
Weiss Asset Management LP 0.26% New 116,226 $6.5M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 116,000 $6.5M
Yousif Capital Management, LLC 0.07% Reduce -1.0% 115,244 $6.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Reduce -26.2% 114,300 $6.4M
Canal Capital Management, LLC 1.07% Add +51.0% 114,231 $6.4M
DekaBank Deutsche Girozentrale 0.01% Reduce -19.8% 116,843 $6.4M
Schnieders Capital Management LLC 1.37% Add +39.0% 113,798 $6.4M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 113,223 $6.3M
Harvest Portfolios Group Inc. 0.19% Add +32.5% 112,669 $6.3M
New York Life Investment Management LLC 0.06% Reduce -0.2% 112,085 $6.3M
1834 Investment Advisors Co. 0.81% Add +0.9% 111,889 $6.3M
GF Fund Management Co. LTD. 0.15% Reduce -2.4% 111,478 $6.3M
Kestra Advisory Services, LLC 0.03% Reduce -3.9% 110,042 $6.2M
Canal Insurance CO 1.46% No change 110,000 $6.2M
Wesbanco Bank Inc. 0.21% Reduce -2.3% 109,728 $6.2M
Dark Forest Capital Management LP 0.27% Add +106.7% 104,751 $5.9M
Nissay Asset Management Corp. /Japan 0.04% Add +1.4% 103,843 $5.8M
John G Ullman & Associates Inc. 0.88% Add +13.0% 102,246 $5.7M
Cibc World Markets Corp. 0.04% Reduce -23.5% 101,322 $5.7M
Squarepoint Ops LLC 0.01% Add +181.1% 99,298 $5.6M
Brown Advisory Inc. 0.01% Reduce -4.2% 99,258 $5.6M
State of Alaska, Department of Revenue 0.06% Add +2.8% 98,461 $5.5M
Mutual of America Capital Management LLC 0.06% Reduce -2.9% 97,671 $5.5M
Bank of Nova Scotia 0.01% Reduce -21.9% 97,411 $5.5M
Robeco Institutional Asset Management B.V. 0.01% Add +89.1% 97,069 $5.4M
Lombard Odier Asset Management (Switzerland) SA 0.31% Add +41.3% 96,968 $5.4M
Ieq Capital, LLC 0.04% Add +104.6% 96,376 $5.4M
Exchange Traded Concepts, LLC 0.10% Add +109.4% 95,537 $5.4M
Meeder Asset Management Inc. 0.36% Add +154.0% 94,773 $5.3M
Stephens Inc. 0.08% Add +2.7% 93,127 $5.2M
Huntington National Bank 0.05% Reduce -3.6% 89,757 $5.0M
Aventail Capital Group, LP 0.25% New 89,158 $5.0M
US Bancorp \de 0.01% Reduce -1.0% 88,597 $5.0M
Vestmark Advisory Solutions, Inc. 0.13% Add +123.0% 88,590 $5.0M
Jones Financial Companies LLLP 0.00% Add +28.8% 90,009 $5.0M
OP Asset Management Ltd 0.08% — 87,983 $4.9M
Bryn Mawr Trust Advisors, LLC 0.30% Add +23.4% 87,979 $4.9M
Fifth Third Bancorp 0.02% Add +1.2% 86,333 $4.8M
Citizens Business Bank 1.04% Add +30.4% 85,663 $4.8M
Stablepoint Partners, LLC 0.85% Add +29.4% 84,075 $4.7M
BTG Pactual Asset Management US LLC 0.60% New 82,769 $4.6M
Strategic Planning, Inc. 2.61% — 82,665 $4.6M
Metis Global Partners, LLC 0.13% Add +10.8% 82,568 $4.6M
AXA S.A. 0.01% Reduce -17.0% 81,070 $4.5M
TrueMark Investments, LLC 1.18% Add +12.2% 80,406 $4.5M
Global Wealth Management Investment Advisory, Inc. 0.90% Add +4.5% 80,314 $4.5M
Campbell & CO Investment Adviser LLC 0.34% Add +409.0% 79,512 $4.5M
Occidental Asset Management, LLC 0.67% Add +6.5% 78,739 $4.4M
Manhattan West Asset Management, LLC 1.10% Add +6.2% 77,236 $4.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +45.6% 76,591 $4.3M
Wills Financial Group LLC 1.90% — 76,487 $4.3M
Carson Advisory Inc. 2.87% Add +5.3% 76,016 $4.3M
Alberta Investment Management Corp 0.03% New 75,947 $4.3M
Rafferty Asset Management, LLC 0.02% Reduce -19.9% 75,591 $4.2M
Rakuten Investment Management, Inc. 0.02% — 76,778 $4.2M
Capital Investment Advisors, LLC 0.08% Add +2.6% 75,292 $4.2M
Bridge Creek Capital Management LLC 1.29% Reduce -0.3% 73,230 $4.1M
Independent Advisor Alliance 0.13% Add +0.9% 72,776 $4.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -74.3% 72,415 $4.1M
Salomon & Ludwin, LLC 0.43% Add +1.6% 72,122 $4.0M
Oregon Public Employees Retirement Fund 0.08% Add +0.2% 72,117 $4.0M
UniSuper Management Pty Ltd 0.03% Add +3.3% 71,424 $4.0M
Nordea Investment Management AB 0.00% Add +6.9% 71,429 $4.0M
Woodline Partners LP 0.03% Add +40.7% 70,968 $4.0M
Robinson Value Management, Ltd. 2.56% Reduce -1.8% 70,833 $4.0M
Tower Research Capital LLC (TRC) 0.12% Add +43.0% 70,488 $3.9M
NewEdge Advisors, LLC 0.02% Reduce -2.9% 68,931 $3.9M
Greenland Capital Management LP 0.68% New 68,377 $3.8M
KBC Group NV 0.01% Add +3.3% 67,568 $3.8M
Mizuho Securities USA LLC 0.08% Reduce -15.5% 67,259 $3.8M
Avantax Advisory Services, Inc. 0.02% Add +3.7% 67,173 $3.8M
Elo Mutual Pension Insurance Co 0.08% Reduce -28.1% 65,393 $3.7M
Janus Henderson Group PLC 0.00% Reduce -33.1% 66,656 $3.7M
Pinnacle Associates Ltd. 0.05% Add +102.3% 64,920 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% Add +4.1% 64,794 $3.6M
Peapack Gladstone Financial Corp. 0.05% Reduce -6.0% 64,516 $3.6M
Hennessy Advisors Inc. 0.12% Reduce -3.0% 64,277 $3.6M
Ilex Capital Partners (UK) LLP 0.15% New 64,055 $3.6M
XTX Topco Ltd 0.18% Add +944.5% 63,404 $3.6M
IHT Wealth Management, LLC 0.11% Add +19.6% 63,365 $3.6M
Prospera Financial Services Inc 0.08% Add +5.8% 63,101 $3.5M
NEOS Investment Management LLC 0.07% Add +21.8% 62,779 $3.5M
Oppenheimer & Co. Inc. 0.05% Reduce -1.1% 62,089 $3.5M
Mercer Global Advisors Inc. 0.01% Add +12.8% 62,047 $3.5M
Principle Wealth Partners LLC 0.25% Add +51.2% 61,534 $3.5M
Truvestments Capital LLC 0.74% Add +1770.7% 61,190 $3.4M
Synovus Financial Corp. 0.04% Add +4.6% 61,010 $3.4M
Bill Few Associates, Inc. 1.22% Add +0.5% 60,813 $3.4M
Capital Investment Advisory Services, LLC 0.30% Add +5.5% 60,526 $3.4M
&partners 0.04% Reduce -0.3% 61,741 $3.4M
TCV Trust & Wealth Management, Inc. 0.31% Reduce -3.1% 60,163 $3.4M
Axxcess Wealth Management, LLC 0.09% Reduce -6.7% 58,898 $3.3M
Agf Management Ltd. 0.02% Add +30.4% 58,436 $3.3M
Kentucky Retirement Systems 0.10% Reduce -0.8% 57,220 $3.2M
D.A. Davidson & Co. 0.03% Reduce -1.3% 56,685 $3.2M
Jackson Hole Capital Partners, LLC 0.63% Add +5.3% 56,424 $3.2M
Regions Financial Corp. 0.02% Reduce -16.9% 56,261 $3.2M
Sterling Capital Management LLC 0.05% Reduce -11.8% 55,723 $3.1M
B. Riley Wealth Advisors, Inc. 0.09% Add +45.0% 55,243 $3.1M
MML Investors Services, LLC 0.01% Add +3.0% 55,237 $3.1M
Dakota Wealth Management 0.07% Reduce -2.6% 54,874 $3.1M
Kestra Private Wealth Services, LLC 0.05% Add +22.8% 53,894 $3.0M
Thrivent Financial for Lutherans 0.01% Add +0.0% 53,127 $3.0M
Sandy Spring Bank 0.12% Add +4.1% 52,691 $3.0M
Virginia Wealth Management Group, Inc. 1.80% Add +4.4% 52,082 $2.9M
Hartford Investment Management Co. 0.10% Reduce -1.7% 51,032 $2.9M
Advisors Management Group Inc. 0.62% Reduce -1.0% 50,898 $2.9M
Icon Advisers Inc. 0.67% No change 50,875 $2.9M
Wbi Investments, LLC 0.75% Reduce -3.4% 50,812 $2.8M
Panagora Asset Management Inc. 0.01% Reduce -59.5% 50,216 $2.8M
Two Sigma Investments, LP 0.01% Reduce -92.6% 50,065 $2.8M
Towne Trust Company, N.A 0.98% Reduce -17.5% 49,910 $2.8M
NewEdge Wealth, LLC 0.05% Add +8.5% 49,704 $2.8M
Advisory Services Network, LLC 0.05% Add +0.1% 49,429 $2.8M
MFG Wealth Management, Inc. 2.62% Add +60.1% 48,909 $2.7M
Summit Global Investments 0.20% New 48,586 $2.7M
Agp Franklin, LLC 1.68% Add +5.1% 50,693 $2.7M
Morton Community Bank 0.71% Add +0.9% 48,372 $2.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -27.1% 47,698 $2.7M
Atria Investments, Inc 0.03% Add +5.4% 47,502 $2.7M
ABN AMRO Bank N.V. 0.04% Add +77.8% 47,431 $2.7M
Atria Wealth Solutions, Inc. 0.03% Reduce -8.2% 47,353 $2.7M
Graham Capital Wealth Management, LLC 2.85% Reduce -1.1% 47,053 $2.6M
Goodman Advisory Group, LLC 0.80% Add +20.2% 47,050 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Add +375.6% 46,697 $2.6M
Norinchukin Bank, The 0.05% Add +16.2% 46,461 $2.6M
Bradley Foster & Sargent Inc. 0.04% Reduce -0.7% 46,432 $2.6M
Tidal Investments LLC 0.02% Reduce -36.8% 45,375 $2.5M
Louisiana State Employees Retirement System 0.05% No change 45,200 $2.5M
Leelyn Smith, LLC 0.45% Add +1.8% 44,975 $2.5M
Securian Asset Management, Inc. 0.08% Reduce -1.6% 44,417 $2.5M
XML Financial, LLC 0.23% Reduce -7.7% 44,105 $2.5M
Beck Capital Management, LLC 0.73% Reduce -0.7% 44,045 $2.5M
Central Pacific Bank - Trust Division 0.36% Add +98.0% 44,038 $2.5M
Bar Harbor Wealth Management 0.16% Add +238.9% 43,571 $2.4M
Financial Counselors Inc. 0.04% Reduce -5.7% 43,427 $2.4M
Pacer Advisors, Inc. 0.01% Reduce -38.8% 42,949 $2.4M
PFG Investments, LLC 0.15% Add +229.4% 42,024 $2.4M
Sepio Capital, LP 0.18% Reduce -12.1% 41,106 $2.3M
Gratus Wealth Advisors, LLC 0.38% Reduce -0.7% 41,050 $2.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.25% Reduce -0.4% 40,279 $2.3M
Carret Asset Management, LLC 0.25% Reduce -0.7% 40,238 $2.3M
Ally Financial Inc. 0.25% No change 40,000 $2.2M
Fifth Third Wealth Advisors LLC 0.12% Reduce -8.1% 39,788 $2.2M
Integrated Wealth Concepts LLC 0.03% Add +7.6% 39,771 $2.2M
Verition Fund Management LLC 0.01% Reduce -93.9% 39,761 $2.2M
PGGM Investments 0.03% No change 39,470 $2.2M
New Mexico Educational Retirement Board 0.08% Reduce -1.8% 39,273 $2.2M
Maryland State Retirement & Pension System 0.05% Reduce -12.5% 39,178 $2.2M
Baird Financial Group, Inc. 0.00% Reduce -19.6% 38,684 $2.2M
Stamos Capital Partners, L.P. 0.57% Reduce -8.4% 38,532 $2.2M
Argent Trust Co 0.09% Add +5.5% 38,417 $2.2M
Vectors Research Management, LLC 0.75% Add +2.2% 38,186 $2.1M
HB Wealth Management, LLC 0.02% Add +4.6% 37,659 $2.1M
BTC Capital Management, Inc. 0.19% Add +14.0% 37,243 $2.1M
Moneco Advisors, LLC 0.22% Reduce -0.2% 37,234 $2.1M
Redmond Asset Management, LLC 0.53% Reduce -0.0% 36,392 $2.0M
Clearstead Advisors, LLC 0.03% Add +2.0% 35,958 $2.0M
Generali Investments, Management Co LLC 0.57% Reduce -19.9% 35,854 $2.0M
South Dakota Investment Council 0.04% No change 35,684 $2.0M
Concurrent Investment Advisors, LLC 0.05% Add +5.7% 35,538 $2.0M
E. Ohman J:or Asset Management AB 0.05% Reduce -3.5% 35,500 $2.0M
Financial Security Advisor, Inc. 0.50% Reduce -1.2% 35,340 $2.0M
Ethos Financial Group, LLC 0.19% New 34,975 $2.0M
GTS Securities LLC 0.08% Add +817.3% 34,564 $1.9M
Cantor Fitzgerald Investment Advisors L.P. 0.14% Add +0.3% 34,495 $1.9M
Vestcor Inc 0.06% Reduce -12.3% 34,261 $1.9M
Colonial River Investments, LLC 1.05% Reduce -10.4% 34,163 $1.9M
Crossmark Global Holdings, Inc. 0.03% Add +1.4% 34,052 $1.9M
Ascent Group, LLC 0.08% Add +10.3% 33,920 $1.9M
Graves Light Lenhart Wealth, Inc. 0.23% Add +0.9% 33,867 $1.9M
Beese Fulmer Investment Management, Inc. 0.16% Add +0.7% 33,861 $1.9M
Miller Howard Investments Inc. 0.06% Add +10.1% 33,717 $1.9M
Conning Inc. 0.07% No change 33,365 $1.9M
Tokio Marine Asset Management Co. Ltd. 0.07% No change 33,364 $1.9M
Sompo Asset Management Co., Ltd. 0.35% Reduce -34.3% 33,290 $1.9M
Stratos Wealth Partners, LTD. 0.03% Reduce -8.4% 33,092 $1.9M
Profund Advisors LLC 0.08% Reduce -27.1% 33,086 $1.9M
Wilmington Savings Fund Society, FSB 0.03% Add +11.1% 33,034 $1.9M
Blair William & Co. 0.01% Reduce -1.6% 32,925 $1.8M
Quadrant Capital Group LLC 0.07% Add +330.8% 32,527 $1.8M
Choreo, LLC 0.03% Reduce -19.0% 32,258 $1.8M
Quantbot Technologies LP 0.06% New 31,915 $1.8M
United Capital Financial Advisors, LLC 0.02% Reduce -11.6% 31,715 $1.8M
Redwood Investment Management, LLC 0.19% Reduce -8.7% 31,595 $1.8M
3Chopt Investment Partners, LLC 0.46% Add +7.8% 31,598 $1.8M
Y-Intercept (Hong Kong) Ltd 0.12% New 31,597 $1.8M
Meketa Investment Group Inc. 2.37% Add +84.9% 31,446 $1.8M
SG Americas Securities, LLC 0.01% Reduce -68.0% 31,445 $1.8M
Hartford Financial Management Inc. 0.36% No change 31,435 $1.8M
Tiaa Trust, National Association 0.01% Reduce -3.7% 31,381 $1.8M
Beacon Bank & Trust 0.43% Add +2.4% 31,305 $1.8M
Gsa Capital Partners LLP 0.16% New 31,252 $1.8M
Courier Capital LLC 0.11% Add +13.5% 30,845 $1.7M
Lido Advisors, LLC 0.01% Add +14.1% 30,691 $1.7M
All Terrain Financial Advisors, LLC 0.67% Add +11.0% 30,660 $1.7M
Intech Investment Management LLC 0.02% Add +71.2% 30,460 $1.7M
Banque Cantonale Vaudoise 0.07% — 30,179 $1.7M
Teilinger Capital Ltd. 1.68% New 30,000 $1.7M
Altman Advisors, Inc. 0.78% Add +3.8% 30,928 $1.7M
Qube Research & Technologies Ltd 0.00% New 29,966 $1.7M
Alpha Omega Wealth Management LLC 0.32% Reduce -11.4% 29,821 $1.7M
Praxis Investment Management Inc. 0.11% No change 29,700 $1.7M
Apollon Wealth Management, LLC 0.04% Add +22.3% 29,592 $1.7M
Aigen Investment Management, LP 0.26% Reduce -39.6% 29,391 $1.6M
Westpac Banking Corp. 0.12% Reduce -13.2% 29,292 $1.6M
Taylor Hoffman Capital Management LLC 0.61% Add +0.2% 29,156 $1.6M
Rothschild Investment LLC 0.11% Add +3.6% 29,209 $1.6M
Moors & Cabot, Inc. 0.08% Add +4.1% 29,206 $1.6M
CENTRAL TRUST Co 0.04% Reduce -7.4% 29,089 $1.6M
Empirical Finance, LLC 0.10% Add +2.2% 29,054 $1.6M
Allstate Corp. 0.05% Add +15.8% 28,998 $1.6M
Beverly Hills Private Wealth, LLC 0.32% Add +3.7% 28,511 $1.6M
Level Four Advisory Services, LLC 0.07% Add +8.8% 28,184 $1.6M
Greenwood Capital Associates LLC 0.21% Add +47.6% 28,157 $1.6M
Machina Capital S.A.S. 0.47% New 28,098 $1.6M
Inspire Trust Co, N.A. 0.37% Add +12.0% 28,000 $1.6M
Bay Rivers Group 0.82% Reduce -6.1% 27,955 $1.6M
J.W. Cole Advisors, Inc. 0.05% Add +138.1% 27,692 $1.6M
Total Clarity Wealth Management, Inc. 0.50% No change 28,601 $1.5M
Lowe Brockenbrough & Co. Inc. 0.10% Add +0.1% 26,929 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 26,716 $1.5M
Leo Wealth, LLC 0.21% Add +30.8% 26,597 $1.5M
Capital Investment Counsel, Inc 0.22% Add +10.0% 26,514 $1.5M
Nomura Holdings Inc. 0.01% Reduce -4.2% 26,506 $1.5M
Cassaday & Co Wealth Management LLC 0.04% Reduce -0.5% 26,489 $1.5M
Patten & Patten Inc. 0.10% Add +22.8% 26,460 $1.5M
Palisade Asset Management, LLC 0.15% Add +0.5% 26,445 $1.5M
Garner Asset Management Corp 0.65% Add +7.2% 26,322 $1.5M
Pensionfund Sabic 0.44% Reduce -10.8% 26,300 $1.5M
Providence First Trust Co 0.60% No change 26,189 $1.5M
Kingsview Wealth Management, LLC 0.03% Reduce -4.8% 26,120 $1.5M
International Assets Investment Management, LLC 0.13% Reduce -4.0% 25,854 $1.4M
Bull Street Advisors, LLC 0.69% Add +0.7% 25,850 $1.4M
Park Avenue Securities LLC 0.02% Add +8.7% 25,621 $1.4M
Coldstream Capital Management Inc. 0.03% Reduce -0.1% 25,569 $1.4M
Arkadios Wealth Advisors 0.05% Add +415.0% 25,391 $1.4M
Tounjian Advisory Partners, LLC 0.27% — 25,390 $1.4M
Assenagon Asset Management S.A. 0.00% Reduce -40.2% 25,223 $1.4M
Lee Danner & Bass Inc. 0.11% Reduce -1.6% 25,069 $1.4M
Plan Group Financial, LLC 0.50% Add +55.5% 24,960 $1.4M
Canandaigua National Bank & Trust Co. 0.14% Reduce -13.3% 24,928 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -20.4% 24,547 $1.4M
Madison Asset Management, LLC 0.02% Add +24.6% 24,521 $1.4M
Vident Advisory, LLC 0.02% Add +49.5% 24,493 $1.4M
OneDigital Investment Advisors LLC 0.02% Add +4.2% 24,455 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Add +18.6% 24,372 $1.4M
Sigma Planning Corp 0.04% Reduce -1.1% 23,842 $1.3M
Integrated Advisors Network LLC 0.07% Reduce -1.0% 23,731 $1.3M
111 Capital 0.26% Add +68.3% 23,711 $1.3M
Spire Wealth Management 0.04% Reduce -5.8% 23,411 $1.3M
Generali Asset Management SPA SGR 0.03% Reduce -65.5% 23,285 $1.3M
AustralianSuper Pty Ltd 0.01% New 23,017 $1.3M
SageView Advisory Group, LLC 0.06% Reduce -3.2% 23,013 $1.3M
Atlantic Union Bankshares Corp 0.08% Reduce -10.4% 22,887 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +63.7% 22,866 $1.3M
Personal Cfo Solutions, LLC 0.26% Reduce -1.8% 22,841 $1.3M
GAMMA Investing LLC 0.10% Add +13.3% 22,771 $1.3M
Simmons Bank 0.10% Add +39.1% 22,696 $1.3M
Valmark Advisers, Inc. 0.02% Reduce -2.1% 22,692 $1.3M
Prime Capital Investment Advisors, LLC 0.01% Add +42.5% 22,638 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +1.7% 22,473 $1.3M
Tradewinds, LLC. 0.35% Add +0.0% 22,229 $1.2M
MAI Capital Management 0.01% Add +38.6% 21,836 $1.2M
Ascent Wealth Partners, LLC 0.16% Reduce -0.1% 21,656 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +5.1% 21,474 $1.2M
Trust Co. of Toledo NA 0.16% Reduce -3.2% 21,422 $1.2M
Pettyjohn, Wood & White, Inc. 0.23% Reduce -27.1% 21,087 $1.2M
Cullinan Associates Inc. 0.08% No change 21,078 $1.2M
Bayesian Capital Management, LP 0.19% Reduce -48.3% 20,981 $1.2M
Florida Trust Wealth Management Co 0.04% Add +16.4% 20,903 $1.2M
Maven Securities LTD 0.26% Reduce -19.3% 20,893 $1.2M
Andra AP-fonden 0.02% New 20,882 $1.2M
Harbor Capital Advisors, Inc. 0.05% New 20,847 $1.2M
Assetmark, Inc. 0.00% Add +0.6% 20,777 $1.2M
Allworth Financial LP 0.01% Add +1.5% 21,538 $1.1M
Burke & Herbert Bank & Trust Co. 0.27% Reduce -0.5% 20,275 $1.1M
Jump Financial, LLC 0.02% Add +133.9% 20,209 $1.1M
Snowden Capital Advisors LLC 0.04% Add +4.0% 19,957 $1.1M
Bragg Financial Advisors, Inc 0.05% Reduce -19.3% 19,872 $1.1M
HUB Investment Partners, LLC 0.04% Add +9.7% 19,767 $1.1M
Eagle Global Advisors LLC 0.05% New 19,745 $1.1M
Spirit of America Management Corp. 0.22% Add +16.3% 19,600 $1.1M
Stock Yards Bank & Trust Co. 0.04% Reduce -6.8% 19,592 $1.1M
City Holding Co. 0.15% Reduce -2.1% 19,524 $1.1M
Peoples Financial Services Corp. 0.52% Reduce -0.5% 19,482 $1.1M
Platform Technology Partners 0.32% Add +6.3% 19,476 $1.1M
Aptus Capital Advisors, LLC 0.01% Add +54.3% 19,393 $1.1M
Birch Hill Investment Advisors LLC 0.05% Reduce -3.7% 19,335 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +16.2% 19,287 $1.1M
Blue Trust, Inc. 0.01% Add +3.4% 19,219 $1.1M
SteelPeak Wealth, LLC 0.05% Add +12.6% 19,183 $1.1M
Daymark Wealth Partners, LLC 0.05% Reduce -4.3% 19,119 $1.1M
EverSource Wealth Advisors, LLC 0.06% Add +5.8% 19,107 $1.1M
Bleakley Financial Group, LLC 0.03% Reduce -0.8% 19,098 $1.1M
Marietta Investment Partners LLC 0.26% No change 18,884 $1.1M
United Services Automobile Association 0.03% No change 19,240 $1.1M
Group One Trading LLC 0.04% New 18,764 $1.1M
NovaPoint Capital, LLC 0.32% Add +3.5% 18,735 $1.1M
Cohen Klingenstein LLC 0.04% No change 18,700 $1.0M
Occudo Quantitative Strategies LP 0.14% New 19,031 $1.0M
Cresset Asset Management, LLC 0.01% Reduce -3.0% 18,622 $1.0M
Arlington Capital Management, Inc. 0.79% Add +3.3% 18,537 $1.0M
D. E. Shaw & Co. 0.00% New 18,502 $1.0M
Radnor Capital Management, LLC 0.17% Reduce -11.6% 18,394 $1.0M
Cornerstone Wealth Group, LLC 0.08% Add +1.1% 18,229 $1.0M
PBMares Wealth Management LLC 0.20% Reduce -2.3% 18,207 $1.0M
Donaldson Capital Management, LLC 0.04% Add +8.5% 18,185 $1.0M
Sequoia Financial Advisors, LLC 0.01% Reduce -6.7% 18,122 $1.0M
Elevated Capital Advisors, LLC 0.28% Add +2.5% 18,080 $1.0M
Mason & Associates, LLC 0.29% No change 18,072 $1.0M
Thomasville National Bank 0.07% Reduce -1.6% 18,008 $1.0M
Rbo & Co. LLC 0.16% No change 17,976 $1.0M
Founders Financial Alliance, LLC 0.24% Add +18.4% 17,956 $1.0M
CI Investments Inc. 0.00% Add +217.3% 17,886 $1.0M
Waters Parkerson & Co., LLC 0.05% No change 17,626 $988K
Empowered Funds, LLC 0.01% Add +8.3% 17,571 $985K
NBT Bank, N.A. 0.07% Reduce -5.9% 17,566 $985K
Rossby Financial, LCC 0.42% Reduce -4.2% 18,487 $979K
Waverly Advisors, LLC 0.01% Add +17.6% 17,390 $975K
Woodstock Corp. 0.10% Reduce -2.3% 17,369 $974K
Townsquare Capital LLC 0.01% Add +10.4% 17,296 $970K
Elmwood Wealth Management, Inc. 0.40% Reduce -0.4% 17,205 $965K
Scotia Capital Inc. 0.01% Add +54.4% 17,142 $961K
Oxford Asset Management LLP 0.44% Add +57.6% 17,137 $961K
IFP Advisors, Inc 0.03% Add +208.7% 17,114 $960K
World Investment Advisors 0.02% Reduce -10.6% 16,984 $952K
B. Metzler seel. Sohn & Co. AG 0.01% No change 16,950 $950K
Keystone Financial Group 0.10% Add +32.8% 16,904 $947K
Frank, Rimerman Advisors LLC 0.07% Reduce -2.3% 16,887 $947K
Dover Advisors, LLC 0.41% Add +6.5% 16,876 $946K
Beck Mack & Oliver LLC 0.02% Reduce -5.1% 16,693 $936K
Chesley Taft & Associates LLC 0.04% Add +3.5% 16,577 $929K
Horizon Investments, LLC 0.03% Add +3.9% 16,451 $922K
Global Financial Private Client, LLC 0.35% Reduce -3.8% 16,441 $922K
Signaturefd, LLC 0.02% Reduce -1.1% 16,404 $920K
First Horizon Advisors, Inc. 0.03% Add +1.6% 16,316 $915K
Innovative Wealth Building LLC 0.84% Add +1.0% 16,274 $912K
NorthCoast Asset Management LLC 0.00% Reduce -10.8% 16,254 $911K
Bridgefront Capital, LLC 0.26% Add +114.4% 16,178 $907K
Trust Co. of Vermont 0.05% Reduce -5.3% 16,165 $906K
Essex Financial Services, Inc. 0.07% Reduce -0.4% 16,100 $903K
Farmers & Merchants Investments Inc. 0.03% Reduce -14.2% 16,002 $897K
Trivium Point Advisory, LLC 0.11% Reduce -2.9% 15,951 $894K
Ridgewood Investments LLC 0.41% Reduce -29.1% 15,845 $888K
Greenleaf Trust 0.01% Reduce -4.2% 15,812 $887K
Summit Trail Advisors, LLC 0.03% Add +54.5% 15,751 $883K
Azimuth Capital Investment Management LLC 0.04% Add +9.0% 15,741 $883K
Caprock Group, LLC 0.03% Add +33.3% 15,723 $882K
Belpointe Asset Management LLC 0.05% Add +63.1% 15,705 $881K
Blue Edge Capital, LLC 0.14% No change 15,700 $880K
Focus Partners Advisor Solutions, LLC 0.01% Add +58.1% 15,665 $878K
Claris Financial LLC 0.58% No change 16,302 $878K
Haverford Trust Co 0.01% No change 15,637 $877K
Gallagher Fiduciary Advisors, LLC 0.03% Add +134.3% 15,519 $870K
Heritage Investors Management Corp. 0.03% Add +32.5% 15,510 $870K
Jacobi Capital Management LLC 0.06% Add +3.3% 15,515 $870K
Sovereign Financial Group, Inc. 0.20% Reduce -6.1% 15,501 $869K
Valeo Financial Advisors, LLC 0.02% Add +0.4% 15,472 $868K
Jefferies Financial Group Inc. 0.02% New 15,455 $867K
Merit Financial Group, LLC 0.01% Add +26.3% 15,429 $865K
EP Wealth Advisors, LLC 0.01% Reduce -3.7% 15,391 $863K
Wealthcare Advisory Partners LLC 0.02% Reduce -0.8% 15,379 $862K
Culbertson A N & Co. Inc. 0.14% Reduce -1.5% 15,350 $861K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -1.5% 15,341 $860K
Verus Financial Partners, Inc. 0.10% Add +0.2% 15,985 $858K
Arrow Financial Corp 0.10% Reduce -1.9% 15,219 $853K
Principal Securities, Inc. 0.02% No change 15,799 $851K
Exencial Wealth Advisors, LLC 0.03% Reduce -2.2% 15,175 $851K
Stonegate Investment Group, LLC 0.02% Reduce -1.0% 15,170 $851K
Prudential PLC 0.00% No change 15,050 $844K
Patten Group, Inc. 0.19% Reduce -0.6% 15,010 $842K
Ceeto Capital Group, LLC 0.32% No change 15,000 $841K
Eagle Harbor Asset Management Inc. 0.85% Add +0.5% 14,922 $837K
Hilltop Holdings Inc. 0.05% Add +15.8% 14,883 $834K
Whitener Capital Management, Inc. 0.24% Add +1.7% 14,870 $834K
Mufg Securities Americas Inc. 0.10% Add +19.9% 14,869 $834K
Vista Investment Management 0.32% No change 14,806 $830K
Carnegie Investment Counsel 0.02% Add +180.5% 15,281 $826K
Jeppson Wealth Management, LLC 0.30% Add +14.7% 14,714 $825K
Confluence Wealth Services, Inc. 0.05% Add +38.5% 15,457 $824K
Quadrature Capital Ltd 0.02% New 14,700 $824K
StoneX Group Inc. 0.05% Reduce -13.4% 14,681 $823K
First Bank & Trust 0.16% Reduce -49.5% 14,672 $823K
Excalibur Management Corp. 0.32% Reduce -1.4% 14,652 $822K
Concord Wealth Partners 0.13% Add +97.3% 14,637 $821K
Future Fund LLC 1.05% New 14,607 $819K
Heritage Wealth Advisors 0.04% Reduce -1.8% 14,485 $812K
UMB Bank, n.a. 0.01% Reduce -16.5% 14,425 $809K
Ballentine Partners, LLC 0.01% Add +8.5% 14,336 $804K
Sherbrooke Park Advisers LLC 0.37% Add +161.0% 14,270 $800K
Prosperity Consulting Group, LLC 0.06% Reduce -8.1% 14,243 $799K
Concord Asset Management, LLC 0.18% Add +130.3% 14,966 $798K
TCI Wealth Advisors, Inc. 0.06% Add +0.7% 14,176 $795K
Cornercap Investment Counsel Inc. 0.42% Reduce -1.2% 14,133 $792K
Meridian Financial Partners LLC 0.40% Add +1.2% 14,134 $792K
Meeder Advisory Services, Inc. 0.05% Add +1.1% 14,061 $788K
TCTC Holdings, LLC 0.03% Add +1.8% 14,028 $787K
FineMark National Bank & Trust 0.03% Reduce -2.7% 14,018 $786K
Fisher Asset Management 0.00% New 14,003 $785K
Good Life Advisors, LLC 0.06% Add +25.0% 13,962 $783K
Shelton Wealth Management, LLC 0.45% Add +1.2% 13,940 $782K
Longfellow Investment Management Co. LLC 0.19% Add +42.1% 13,937 $781K
Acorn Financial Advisory Services Inc. 0.14% Reduce -7.5% 13,918 $780K
Ables, Iannone, Moore & Associates, Inc. 0.53% Reduce -0.8% 13,899 $779K
Marco Investment Management LLC 0.07% Reduce -3.5% 13,889 $779K
Dominguez Wealth Management Solutions, Inc. 0.57% Add +1.2% 13,882 $778K
Navalign, LLC 0.22% Add +6.1% 13,592 $762K
CoreCap Advisors, LLC 0.03% Add +7.2% 13,498 $757K
Brown Brothers Harriman & Co. 0.01% Add +0.4% 13,479 $756K
Meiji Yasuda Asset Management Co Ltd. 0.03% No change 13,431 $753K
Main Street Group, LTD 0.33% Add +6.6% 13,379 $750K
Archford Capital Strategies, LLC 0.11% Reduce -0.1% 13,374 $750K
Walleye Capital LLC 0.01% Add +380.8% 13,318 $747K
Bearing Point Capital, LLC 0.16% Add +40.0% 13,300 $746K
Nilsine Partners, LLC 0.08% Reduce -1.4% 13,212 $741K
Members Trust Co 0.03% Add +0.0% 13,138 $737K
Wealthspire Advisors, LLC 0.00% Reduce -2.6% 13,030 $731K
Danske Bank A/S 0.00% No change 12,800 $718K
Wedbush Securities Inc. 0.03% Add +18.8% 12,779 $717K
Miller Financial Services LLC 1.03% Add +2.0% 12,725 $713K
Salvus Wealth Management, LLC 0.45% Add +23.2% 12,679 $711K
Meridian Wealth Management, LLC 0.03% Add +6.9% 12,676 $711K
HBW Advisory Services LLC 0.10% Reduce -2.4% 12,652 $709K
Chicago Capital, LLC 0.02% Add +215.8% 12,629 $708K
Liberty One Investment Management, LLC 0.07% Reduce -1.9% 12,557 $704K
Chickasaw Capital Management LLC 0.03% No change 12,544 $703K
VCI Wealth Management LLC 0.29% Reduce -62.3% 12,471 $699K
TCW Group Inc. 0.01% Add +5.7% 12,413 $696K
Ethic Inc. 0.01% Add +34.2% 12,326 $693K
Adams Wealth Management 0.14% Add +0.8% 12,267 $688K
CacheTech Inc. 0.13% Add +0.8% 12,267 $688K
Saturna Capital Corp. 0.01% Add +0.5% 12,265 $688K
Cadence Bank 0.05% Add +28.2% 12,253 $687K
AlphaStar Capital Management, LLC 0.07% Reduce -24.1% 12,237 $686K
BCGM Wealth Management, LLC 0.21% Add +12.8% 12,220 $685K
Savant Capital, LLC 0.01% Reduce -4.1% 12,218 $685K
Parcion Private Wealth LLC 0.06% Add +6.3% 12,204 $684K
Farther Finance Advisors, LLC 0.02% Add +114.8% 12,089 $680K
My Legacy Advisors, LLC 0.26% Reduce -2.4% 12,098 $678K
Holderness Investments Co. 0.16% Add +0.3% 12,081 $677K
Venture Visionary Partners LLC 0.03% Add +0.1% 12,009 $673K
First National Trust Co 0.03% Reduce -21.7% 12,008 $673K
SPC Financial, Inc. 0.06% Add +3.5% 12,007 $673K
Seneca House Advisors 0.29% Add +0.3% 12,000 $673K
SouthState Bank Corp 0.03% Reduce -10.8% 11,987 $672K
Ti-Trust, Inc. 0.44% No change 11,929 $669K
San Luis Wealth Advisors LLC 0.15% Reduce -19.1% 11,851 $664K
Ingalls & Snyder LLC 0.02% Reduce -1.0% 11,851 $664K
Sumitomo Life Insurance Co. 0.02% Add +1.3% 11,766 $660K
Vista Investment Partners LLC 0.20% Reduce -10.9% 11,704 $656K
Adalta Capital Management LLC 0.35% No change 11,700 $656K
V-Square Quantitative Management LLC 0.10% Reduce -4.7% 11,619 $651K
Baltimore-Washington Financial Advisors, Inc. 0.04% Reduce -0.2% 11,611 $651K
Pallas Capital Advisors LLC 0.03% New 11,599 $650K
Hendershot Investments Inc. 0.09% Add +1.5% 11,583 $649K
Caldwell Trust Co 0.07% No change 11,522 $646K
Csenge Advisory Group 0.04% Add +0.9% 12,146 $646K
SCS Capital Management LLC 0.01% New 11,455 $642K
Geneos Wealth Management Inc. 0.02% Add +7.5% 11,334 $635K
Bokf, NA 0.01% Reduce -5.0% 11,280 $632K
Glenview Trust Co 0.01% Add +12.5% 11,257 $631K
Anchor Investment Management, LLC 0.06% Add +0.0% 11,206 $628K
CWA Asset Management Group, LLC 0.03% Add +0.7% 11,204 $628K
Generali Investments CEE, investicni spolecnost, a.s. 0.06% No change 11,200 $628K
Sharp Wealth Advisory, LLC 0.48% Add +5.7% 11,154 $625K
44 Wealth Management LLC 0.23% Add +0.9% 10,988 $616K
Sagespring Wealth Partners, LLC 0.02% Add +13.4% 10,971 $615K
Plimoth Trust Co. LLC 0.16% Reduce -2.4% 10,960 $615K
Bay Capital Advisors, LLC 0.51% Reduce -17.9% 10,952 $614K
Cullen/Frost Bankers, Inc. 0.01% Add +3.2% 10,938 $613K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -56.1% 10,887 $610K
Linscomb Wealth, Inc. 0.03% Reduce -10.4% 10,869 $609K
LongView Wealth Management 0.18% Reduce -0.0% 10,865 $609K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.1% 10,854 $609K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +1.7% 10,841 $608K
Chemung Canal Trust Co. 0.13% Reduce -7.0% 10,835 $608K
RiverFront Investment Group, LLC 0.01% Add +9.4% 10,815 $606K
Inspire Advisors, LLC 0.07% New 10,788 $605K
Pittenger & Anderson Inc. 0.02% Add +48.3% 10,750 $603K
Foundations Investment Advisors, LLC 0.01% Reduce -8.7% 10,741 $602K
Capital Asset Advisory Services LLC 0.03% Add +9.8% 10,668 $600K
Midwest Professional Planners, LTD. 0.19% Add +0.3% 10,682 $599K
RFG - Bristol Wealth Advisors, LLC 0.20% Add +0.0% 10,661 $598K
Key Financial Inc 0.13% No change 10,593 $594K
Strive Asset Management, LLC 0.41% Reduce -6.9% 10,588 $594K
Triangle Securities Wealth Management 0.15% Add +12.5% 10,583 $593K
NTV Asset Management LLC 0.08% Reduce -6.3% 10,567 $592K
Ancora Advisors LLC 0.01% Reduce -0.6% 10,391 $583K
Brooklyn Investment Group 0.13% Add +1.3% 10,358 $581K
Joel Isaacson & Co., LLC 0.03% Reduce -9.8% 10,305 $578K
Whittier Trust Co. of Nevada Inc. 0.01% Add +6.1% 10,285 $577K
Heritage Trust Co 0.07% Reduce -0.0% 10,201 $572K
Centennial Wealth Advisory LLC 0.21% Add +19.4% 10,185 $571K
Caxton Associates LLP 0.02% — 10,148 $569K
Benjamin Edwards Inc. 0.01% Reduce -4.0% 10,146 $569K
Phoenix Wealth Advisors 0.25% Add +0.5% 10,140 $569K
Commerzbank Aktiengesellschaft 0.01% No change 10,125 $568K
Parallel Advisors, LLC 0.01% Add +1.9% 10,018 $562K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 10,015 $562K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -2.2% 9,963 $559K
Armstrong Advisory Group, Inc. 0.04% No change 10,329 $556K
NorthRock Partners, LLC 0.02% Add +4.8% 9,911 $556K
Kingswood Wealth Advisors, LLC 0.05% Add +4.3% 9,907 $556K
HighPoint Advisor Group LLC 0.03% Add +4.2% 10,186 $553K
Siemens Fonds Invest GmbH 0.04% Add +7.7% 9,858 $553K
IRON Financial LLC 0.31% New 9,846 $552K
Legacy Financial Advisors, Inc. 0.09% Add +5.5% 9,824 $551K
Camelot Portfolios, LLC 0.34% New 9,818 $550K
Leavell Investment Management, Inc. 0.03% Add +0.4% 9,799 $549K
Kovack Advisors, Inc. 0.06% Reduce -2.6% 9,796 $549K
Cordgrass Capital Advisors, LLC 0.15% No change 9,624 $540K
TFG Advisers LLC 0.19% Reduce -0.9% 9,545 $535K
Lindbrook Capital, LLC 0.05% Add +14.7% 9,528 $534K
Equitable Holdings, Inc. 0.01% Reduce -22.3% 9,509 $533K
Eastern Bank 0.01% Add +6.7% 9,502 $533K
Modera Wealth Management, LLC 0.01% Reduce -6.7% 9,432 $529K
Bessemer Group Inc. 0.00% Add +7.0% 9,394 $527K
HM Payson & Co. 0.01% Reduce -5.1% 9,341 $524K
Hayek Kallen Investment Management 0.19% Reduce -18.9% 9,329 $523K
Smith, Moore & Co. 0.05% Add +10.7% 9,293 $521K
HBK Sorce Advisory LLC 0.02% Add +3.5% 9,150 $513K
Fidelis Capital Partners, LLC 0.05% Add +5.7% 9,658 $511K
Oak Hill Wealth Advisors, LLC 0.12% Reduce -7.0% 9,105 $511K
United Asset Strategies, Inc. 0.05% Reduce -46.3% 9,036 $507K
Compound Planning, Inc. 0.02% Add +1.1% 9,035 $507K
Lawson Kroeker Investment Management Inc. 0.09% Add +12.5% 9,007 $505K
QRG Capital Management, Inc. 0.01% Add +13.8% 8,971 $503K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -12.9% 8,917 $500K
Pinnacle Financial Partners Inc 0.01% Reduce -18.5% 8,964 $500K
Insigneo Advisory Services, LLC 0.05% Add +1.3% 8,839 $496K
Rowlandmiller & Partners.adv 0.10% Add +2.9% 8,810 $494K
Premier Path Wealth Partners, LLC 0.08% Add +4.2% 8,787 $493K
Renaissance Group LLC 0.02% Reduce -5.7% 8,774 $492K
1620 Investment Advisors, Inc. 0.38% Add +1.0% 8,758 $491K
Maridea Wealth Management LLC 0.16% Add +0.9% 8,757 $491K
Hardin Capital Partners, LLC 0.30% Add +0.8% 8,751 $491K
Pointe Capital Management LLC 0.29% No change 8,700 $488K
Farmers Trust Co. 0.09% Add +38.1% 8,693 $487K
VeraBank, N.A. 0.14% No change 8,669 $486K
Burney Co./ 0.02% No change 8,656 $485K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.1% 8,646 $485K
Houlihan Financial Resource Group, Ltd. 0.22% Add +0.1% 8,627 $484K
SS&H Financial Advisors, Inc. 0.18% Reduce -5.0% 8,593 $482K
TD Private Client Wealth LLC 0.01% Add +4.3% 8,510 $477K
DiNuzzo Private Wealth, Inc. 0.06% Add +3.3% 8,509 $477K
Kentucky Trust Co 0.28% Reduce -2.1% 8,465 $475K
Commonwealth Retirement Investments LLC 0.19% Reduce -2.3% 8,465 $475K
Brighton Jones LLC 0.02% Reduce -7.0% 8,448 $474K
Richard W. Paul & Associates, LLC 0.19% Add +0.4% 8,424 $472K
Alan B Lancz & Associates, Inc. 0.50% No change 8,392 $471K
Hexagon Capital Partners LLC 0.09% Reduce -1.9% 8,391 $470K
Cigna Investments Inc. 0.09% Reduce -2.6% 8,373 $470K
Altshuler Shaham Ltd 0.01% Add +154.4% 8,308 $466K
Hughes Financial Services, LLC 0.09% Add +0.3% 8,262 $465K
LRI Investments, LLC 0.04% Add +4.7% 8,255 $463K
Jaffetilchin Investment Partners, LLC 0.03% Add +36.5% 8,240 $462K
Ameritas Investment Partners, Inc. 0.02% No change 8,185 $459K
Mgo One Seven LLC 0.02% Add +0.4% 8,158 $457K
Kidder Stephen W 0.14% No change 8,157 $457K
Outfitters Financial LLC 0.41% Reduce -4.7% 8,150 $457K
Headinvest, LLC 0.09% Reduce -3.1% 8,147 $457K
Allianz SE 0.01% No change 8,120 $455K
SeaCrest Wealth Management, LLC 0.05% Reduce -0.8% 8,068 $452K
Empire Financial Management Company, LLC 0.14% No change 8,054 $452K
Birchcreek Wealth Management, LLC 0.28% No change 8,051 $451K
Legacy Wealth Asset Management, LLC 0.12% Add +1.5% 8,010 $449K
Graver Capital Management, LLC 0.46% No change 8,000 $449K
Strategic Blueprint, LLC 0.02% Add +81.7% 7,988 $448K
Mainstay Capital Management LLC 0.06% No change 7,959 $446K
Crestwood Advisors Group, LLC 0.01% Add +8.6% 7,872 $441K
Tocqueville Asset Management L.P. 0.01% No change 7,864 $441K
1ST Source Bank 0.03% Reduce -1.0% 7,856 $440K
Apella Capital, LLC 0.01% Add +12.3% 8,386 $438K
RVW Wealth, LLC 0.04% Add +1.2% 7,815 $438K
Sciencast Management LP 0.10% Reduce -36.7% 7,810 $438K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.17% Add +62.0% 7,806 $438K
Moneta Group Investment Advisors LLC 0.01% Add +3.0% 7,802 $437K
Mutual Advisors, LLC 0.01% Reduce -24.5% 8,243 $436K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -4.7% 7,776 $436K
Central Bank & Trust Co. 0.07% No change 7,762 $435K
denkapparat Operations GmbH 0.46% New 7,752 $435K
Mechanics Bank Trust Department 0.06% Reduce -15.3% 7,740 $434K
Cornerstone Wealth Management, LLC 0.03% Add +1.3% 7,718 $433K
Fiduciary Group, LLC 0.04% Reduce -6.9% 7,713 $432K
Point Windward Advisors Inc. 0.17% No change 7,700 $432K
Harmony Asset Management LLC 0.18% Add +75.8% 7,700 $432K
ICW Investment Advisors LLC 0.18% Add +4.5% 7,677 $430K
JBR Co Financial Management Inc 0.25% No change 7,675 $430K
Catalyst Financial Partners LLC 0.08% Reduce -0.8% 7,633 $428K
Manchester Capital Management LLC 0.05% Reduce -2.7% 7,620 $427K
Quotient Wealth Partners, LLC 0.01% Add +0.5% 7,611 $427K
Scientech Research LLC 0.11% New 7,560 $424K
Total Wealth Planning & Management, Inc. 0.43% Add +2.6% 7,537 $423K
Guardian Wealth Advisors, LLC / NC 0.03% New 7,537 $423K
Sard Wealth Management Group, LLC 0.28% No change 7,490 $420K
Ameritas Advisory Services, LLC 0.02% Reduce -1.3% 7,720 $420K
Quantitative Investment Management, LLC 0.04% Reduce -73.2% 7,444 $417K
Evermay Wealth Management LLC 0.05% Reduce -0.2% 7,418 $416K
Cidel Asset Management Inc. 0.03% No change 7,413 $416K
Olde Wealth Management, LLC 0.15% No change 7,417 $415K
Koshinski Asset Management, Inc. 0.04% Add +3.7% 7,396 $415K
Banco BTG Pactual S.A. 0.10% New 7,382 $414K
Westbourne Investments, Inc. 0.25% New 7,340 $412K
FourThought Financial Partners, LLC 0.04% Add +8.9% 7,311 $410K
Investors Research Corp 0.09% No change 7,282 $408K
Signature Estate & Investment Advisors LLC 0.01% Reduce -8.8% 7,272 $408K
Colonial Trust Co / SC 0.06% Reduce -12.9% 7,251 $407K
Welch Group, LLC 0.02% Reduce -4.0% 7,361 $405K
MIdWestOne Financial Group, Inc. 0.06% Reduce -1.1% 7,210 $404K
Cornerstone Advisory, LLC 0.05% Add +4.2% 7,376 $403K
Marcum Wealth, LLC 0.03% Reduce -0.0% 7,187 $403K
International Private Wealth Advisors LLC 0.38% Add +8.8% 7,147 $401K
Private Wealth Partners, LLC 0.03% Add +1.4% 7,045 $395K
Johnson Investment Counsel Inc. 0.00% Reduce -38.3% 7,029 $394K
Hantz Financial Services, Inc. 0.01% Add +10.2% 7,011 $393K
Cobblestone Capital Advisors LLC 0.02% Reduce -12.0% 7,004 $393K
BLB&B Advisors, LLC 0.02% Add +9.5% 7,003 $393K
Stokes Family Office, LLC 0.04% Add +0.3% 7,002 $393K
West Tower Group, LLC 1.03% New 7,000 $392K
A. D. Beadell Investment Counsel, Inc. 0.33% No change 7,000 $392K
Voleon Capital Management LP 0.03% New 6,965 $391K
Parsons Capital Management Inc. 0.02% No change 6,939 $389K
Cullen Capital Management, LLC 0.00% Reduce -13.8% 6,879 $386K
Abacus Planning Group, Inc. 0.07% Add +4.0% 6,875 $385K
Centiva Capital, LP 0.02% Add +5.5% 6,862 $385K
MWA Asset Management 0.27% Add +11.4% 6,860 $385K
Sunbelt Securities, Inc. 0.03% Reduce -4.4% 6,800 $381K
Chiron Capital Management, LLC 0.35% Reduce -2.9% 6,798 $381K
United Bank 0.05% Reduce -0.6% 6,689 $375K
RFG Advisory, LLC 0.01% New 6,665 $374K
Busey Bank 0.01% Reduce -7.0% 6,662 $374K
one8zero8, LLC 0.09% Reduce -51.6% 6,660 $373K
Three Magnolias Financial Advisors, LLC 0.32% Add +43.2% 6,629 $373K
Harbour Investments, Inc. 0.01% Reduce -45.3% 6,649 $373K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -6.2% 6,754 $371K
Hudock, Inc. 0.06% Add +0.1% 6,603 $370K
Alpha Family Trust 0.21% No change 6,540 $367K
Capital Analysts, LLC 0.01% Add +1.3% 6,478 $364K
Diligent Investors, LLC 0.09% No change 6,455 $362K
Citizens Financial Group Inc. 0.01% Add +40.9% 6,443 $361K
Campbell Deegan Wealth Management, LLC 0.41% Add +0.1% 6,429 $360K
Cobblestone Asset Management LLC 0.21% Add +15.1% 6,414 $360K
Thrive Capital Management, LLC 0.21% New 6,413 $360K
Smith Group Asset Management, LLC 0.03% Reduce -5.9% 6,400 $359K
Cypress Capital Group 0.05% Reduce -35.9% 6,375 $357K
Smartleaf Asset Management LLC 0.03% Add +1.2% 6,475 $356K
Delta Financial Group, Inc. 0.08% Reduce -3.5% 6,555 $356K
Clarius Group, LLC 0.02% Add +8.6% 6,348 $356K
Montag A & Associates Inc. 0.02% Reduce -4.5% 6,316 $354K
ZWJ Investment Counsel Inc. 0.01% Add +0.2% 6,314 $354K
Simon Quick Advisors, LLC 0.02% Add +48.0% 6,292 $353K
Mystic Asset Management, Inc. 0.09% No change 6,252 $351K
Graypoint LLC 0.02% Reduce -14.1% 6,252 $351K
Centre Asset Management, LLC 0.09% Add +3.3% 6,251 $350K
Capital Management Corp. 0.06% No change 6,236 $350K
GWN Securities Inc. 0.02% New 6,292 $349K
Federated Hermes, Inc. 0.00% Add +262.5% 6,199 $348K
Centurion Wealth Management LLC 0.11% No change 6,433 $346K
Perigon Wealth Management, LLC 0.01% Reduce -0.2% 6,162 $346K
Arkos Global Advisors 0.05% Add +55.9% 6,134 $344K
iSAM Funds (UK) Ltd 0.17% Reduce -70.9% 6,131 $344K
SVB Wealth LLC 0.01% Add +7.1% 6,086 $341K
Walker Asset Management, LLC 0.21% Add +4.6% 6,078 $341K
Curat Global, LLC 0.41% — 6,065 $340K
LCNB Corp. 0.12% Add +3.8% 6,048 $339K
Private Client Services, LLC 0.17% Reduce -0.8% 6,046 $339K
Dynamic Advisor Solutions LLC 0.01% Add +3.3% 6,022 $338K
Fruth Investment Management 0.09% No change 6,025 $337K
Hummer Financial Advisory Services Inc 0.27% No change 6,001 $336K
Brown Miller Wealth Management, LLC 0.12% Add +0.2% 5,986 $336K
Allen Mooney & Barnes Investment Advisors LLC 0.05% No change 5,975 $335K
Salem Investment Counselors Inc. 0.01% Reduce -4.1% 5,967 $335K
Financial Sense Advisors, Inc. 0.10% New 5,961 $334K
Wealth Quarterback LLC 0.19% Add +1.7% 5,959 $334K
CX Institutional 0.01% Add +15.6% 5,944 $333K
Caldwell Sutter Capital, Inc. 0.16% Reduce -2.8% 5,937 $333K
Fragasso Financial Advisors Inc 0.02% Reduce -13.8% 5,895 $331K
Thompson Davis & Co., Inc. 0.26% Add +9.7% 5,862 $329K
OLIO Financial Planning 0.11% Add +0.6% 5,861 $329K
49 Wealth Management, LLC 0.04% New 5,858 $328K
Magnetar Financial LLC 0.00% New 5,846 $328K
Northwest Bancshares, Inc. 0.06% No change 5,829 $327K
Aspiriant, LLC 0.01% Add +1.2% 5,811 $326K
Luts & Greenleigh Group, Inc. 0.32% Reduce -0.3% 5,800 $325K
Sheets Smith Wealth Management 0.04% Reduce -2.9% 5,784 $324K
Smithfield Trust Co 0.02% Reduce -1.7% 5,800 $324K
First National Bank & Trust Co. of Newtown 0.07% No change 5,763 $323K
Legacy Advisors, LLC 0.03% Add +41.8% 5,744 $322K
Northstar Advisory Group, LLC 0.21% Add +3.2% 5,737 $322K
Evergreen Capital Management LLC 0.01% Add +18.1% 5,737 $322K
Rehmann Capital Advisory Group 0.02% Add +12.8% 5,719 $321K
Adirondack Trust Co. 0.12% Reduce -11.3% 5,672 $318K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -22.8% 5,660 $317K
United Advisor Group, LLC 0.07% Reduce -35.7% 5,657 $317K
MQS Management LLC 0.18% New 5,657 $317K
Checchi Capital Advisers, LLC 0.02% Add +15.7% 5,642 $316K
Aviance Capital Partners, LLC 0.04% Add +19.7% 5,637 $316K
Coppell Advisory Solutions LLC 0.04% Add +19.8% 5,798 $315K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 5,600 $314K
IFC Advisors LLC 0.07% Reduce -5.2% 5,596 $314K
Sowell Financial Services LLC 0.01% New 5,595 $314K
Formidable Asset Management, LLC 0.05% New 5,587 $313K
SBI Securities Co., Ltd. 0.01% Add +3.1% 5,587 $313K
Old Port Advisors 0.09% Reduce -0.9% 5,555 $311K
IFG Advisory, LLC 0.02% Add +0.3% 5,495 $308K
Essex Bank 0.08% Add +16.2% 5,482 $307K
Aaron Wealth Advisors LLC 0.04% No change 5,479 $307K
MBB Public Markets I LLC 0.04% New 5,462 $306K
ICONIQ Capital, LLC 0.01% Add +23.4% 5,460 $306K
Groesbeck Investment Management Corp. 0.43% No change 5,439 $305K
Wedmont Private Capital 0.02% Reduce -6.9% 5,777 $305K
Romano Brothers and Company 0.04% Reduce -21.6% 5,432 $305K
Diversified Trust Co. 0.01% New 5,426 $304K
Sivia Capital Partners, LLC 0.14% New 5,367 $301K
Sfmg, LLC 0.02% Add +0.3% 5,363 $301K
Camden National Bank 0.04% No change 5,339 $299K
Nabity-Jensen Investment Management Inc 0.24% No change 5,336 $299K
Fort Washington Investment Advisors Inc. 0.00% Reduce -3.3% 5,313 $298K
Blue Fin Capital, Inc. 0.06% Reduce -0.3% 5,303 $297K
Campion Asset Management 0.23% Reduce -2.6% 5,301 $297K
MassMutual Private Wealth & Trust, FSB 0.01% Add +27.9% 5,244 $294K
Berger Financial Group, Inc 0.02% Reduce -0.0% 5,242 $294K
Composition Wealth, LLC 0.01% Reduce -6.6% 5,242 $294K
HF Advisory Group, LLC 0.13% Add +3.1% 5,221 $293K
Alpha Cubed Investments, LLC 0.01% Reduce -0.0% 5,187 $291K
Private Trust Co. NA 0.03% Add +8.2% 5,183 $291K
First Command Advisory Services, Inc. 0.00% Reduce -2.8% 5,183 $291K
Compass Ion Advisors, LLC 0.03% Reduce -2.7% 5,121 $287K
Manske Wealth Management 0.11% Add +0.0% 5,118 $287K
St Germain D J Co. Inc. 0.01% Reduce -22.9% 5,109 $286K
Fiduciary Alliance LLC 0.03% Reduce -2.8% 5,084 $285K
Colonial Trust Advisors 0.03% Reduce -1.7% 5,078 $285K
Triad Wealth Partners, LLC 0.09% New 5,030 $282K
Mather Group, Llc. 0.00% Add +2.4% 5,007 $281K
Longview Financial Advisors, Inc. 0.24% No change 5,006 $281K
Ostrum Asset Management 0.01% Reduce -2.6% 4,995 $280K
First United Bank & Trust 0.10% Reduce -19.5% 4,992 $280K
Citizens National Bank Trust Department 0.06% No change 4,973 $279K
PharVision Advisers, LLC 0.39% New 4,960 $278K
First Merchants Corp. 0.01% Reduce -29.3% 4,958 $278K
Summit Asset Management, LLC 0.05% Reduce -1.8% 4,954 $278K
Northwest Financial Advisors 0.23% Add +0.1% 4,954 $278K
Howard Capital Management, LLC 0.01% Reduce -28.6% 4,946 $277K
Flynn Zito Capital Management, LLC 0.13% Add +0.9% 4,945 $277K
Chesapeake Wealth Management 0.10% Reduce -1.2% 4,930 $276K
Interchange Capital Partners, LLC 0.08% Add +0.3% 4,897 $275K
WINTON GROUP Ltd 0.02% New 4,878 $274K
Versant Capital Management, Inc 0.05% Add +78.2% 4,857 $272K
Whittier Trust Co. 0.00% Reduce -3.9% 4,852 $272K
Violich Capital Management, Inc. 0.04% Reduce -5.8% 4,855 $272K
Dividend Assets Capital, LLC 0.05% No change 4,842 $271K
Spectrum Wealth Advisory Group, LLC 0.13% Add +6.1% 4,827 $271K
Schmidt P J Investment Management Inc. 0.05% Add +5.5% 4,814 $270K
Claro Advisors Inc. 0.04% New 4,805 $269K
Wolverine Asset Management LLC 0.02% No change 4,799 $269K
Hall Capital Management Co. Inc. 0.12% Reduce -42.6% 4,798 $269K
Herold Advisors, Inc. 0.06% Reduce -3.1% 4,760 $267K
PDS Planning, Inc 0.02% New 4,758 $267K
Meridian Financial Advisors, LLC 0.19% Add +0.8% 4,747 $266K
Kinloch Capital, LLC 0.13% Reduce -0.7% 4,739 $266K
AdvisorNet Financial, Inc 0.02% Add +11.6% 4,733 $265K
Investment Partners Asset Management, Inc. 0.21% No change 4,729 $265K
Shell Asset Management Co. 0.01% No change 4,703 $264K
Shelton Capital Management 0.01% Reduce -2.6% 4,701 $264K
Verdence Capital Advisors LLC 0.02% Add +4.6% 4,688 $263K
First County Bank 0.14% Reduce -63.9% 4,666 $262K
Intrua Financial, LLC 0.04% Add +0.2% 4,654 $261K
Great Valley Advisor Group, Inc. 0.01% Add +3.2% 4,633 $259K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,600 $258K
Clarus Wealth Advisors 0.14% New 4,927 $257K
Greatmark Investment Partners, Inc. 0.03% Add +7.1% 4,550 $255K
Second Half Financial Partners, LLC 0.13% Reduce -1.4% 4,506 $253K
Tower Bridge Advisors 0.03% Reduce -0.2% 4,504 $253K
Lion Street Advisors, LLC 0.08% Add +0.3% 4,503 $252K
Pure Financial Advisors, LLC 0.01% Add +6.7% 4,476 $251K
Bank of New Hampshire 0.07% Reduce -42.3% 4,470 $251K
Independent Financial Group, LLC 0.01% New 4,468 $251K
Alta Advisers Ltd 0.11% New 4,461 $250K
Aspect Partners, LLC 0.14% Add +0.1% 4,445 $249K
Park National Corp. 0.01% Add +2.9% 4,378 $245K
Tompkins Financial Corp. 0.02% No change 4,370 $245K
Precedent Wealth Partners, LLC 0.07% Reduce -60.7% 4,363 $245K
Trust Point Inc. 0.02% Reduce -27.0% 4,362 $245K
Register Financial Advisors LLC 0.13% Add +0.8% 4,351 $244K
Sterling Investment Counsel, LLC 0.08% Add +6.1% 4,351 $244K
Intrust Bank NA 0.02% Reduce -25.4% 4,350 $244K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -34.8% 4,336 $243K
Evoke Wealth, LLC 0.01% New 4,318 $242K
CJM Wealth Advisers, Ltd. 0.09% Add +0.5% 4,317 $242K
Pier 88 Investment Partners LLC 0.29% No change 4,315 $242K
Pinnacle West Asset Management, Inc. 0.17% Add +1.2% 4,295 $241K
Reliant Investment Partners, LLC 0.24% No change 4,283 $240K
Cahaba Wealth Management, Inc. 0.02% Add +2.4% 4,275 $240K
Novak & Powell Financial Services, Inc. 0.15% Add +0.8% 4,254 $239K
Heritage Wealth Management, Inc. 0.08% No change 4,235 $237K
Banco Santander, S.A. 0.00% Add +11.9% 4,232 $237K
MSH Capital Advisors LLC 0.07% New 4,225 $237K
NorthStar Asset Management LLC 0.15% Reduce -0.8% 4,218 $237K
Commonwealth Financial Services, LLC 0.05% Add +0.2% 4,217 $236K
Integrated Investment Consultants, LLC 0.05% New 4,211 $236K
David J Yvars Group 0.19% Reduce -2.0% 4,208 $236K
Howard Bailey Securities, LLC 0.08% No change 4,187 $235K
Boltwood Capital Management 0.07% No change 4,185 $235K
Clearbridge Investments, LLC 0.00% Add +2.8% 4,169 $234K
Nadler Financial Group, Inc. 0.03% New 4,132 $232K
Institute for Wealth Management, LLC. 0.03% No change 4,130 $232K
Ifrah Financial Services, Inc. 0.07% Reduce -8.2% 4,103 $230K
Sax Wealth Advisors, LLC 0.02% New 4,092 $229K
Cibc World Market Inc. 0.00% Reduce -94.4% 4,080 $229K
King Luther Capital Management Corp. 0.00% Reduce -9.9% 4,070 $228K
Fee-Only Financial Planning, L.C. 0.16% No change 4,060 $228K
Old North State Trust, LLC 0.14% No change 4,206 $227K
Alliance Wealth Advisors, LLC 0.13% Reduce -3.6% 4,048 $227K
Tranquility Partners, LLC 0.09% Add +0.6% 4,046 $227K
Inceptionr LLC 0.07% New 4,041 $227K
Cornerstone Advisors Asset Management, LLC 0.05% New 4,024 $226K
MKT Advisors LLC 0.11% No change 4,424 $225K
Gateway Investment Advisers LLC 0.00% New 4,006 $225K
First Citizens Bank & Trust Co. 0.01% New 3,996 $224K
Physician Wealth Advisors, Inc. 0.04% Add +0.5% 3,984 $223K
Balboa Wealth Partners 0.05% New 3,984 $223K
Chicago Partners Investment Group LLC 0.01% Reduce -28.8% 4,049 $223K
Eagle Strategies LLC 0.04% Add +5.6% 3,969 $223K
Forum Financial Management, LP 0.00% Reduce -0.3% 3,954 $222K
Hollow Brook Wealth Management LLC 0.07% No change 3,950 $221K
Armor Investment Advisors, LLC 0.09% New 3,947 $221K
Ferguson Wellman Capital Management, Inc. 0.00% New 3,946 $221K
First Eagle Investment Management, LLC 0.00% Add +57.8% 3,940 $221K
Ballast, Inc. 0.06% No change 3,938 $221K
Searle & Co. 0.06% No change 3,937 $221K
Keel Point, LLC 0.02% New 3,926 $220K
Prossimo Advisors, LLC 0.17% New 3,932 $220K
Summit Financial, LLC 0.01% New 3,921 $220K
Sheaff Brock Investment Advisors, LLC 0.02% New 3,915 $220K
CreativeOne Wealth, LLC 0.01% New 3,905 $219K
NFSG Corp 0.05% Reduce -39.5% 3,898 $219K
Glass Jacobson Investment Advisors llc 0.07% No change 4,056 $218K
Welch & Forbes LLC 0.00% Reduce -2.5% 3,870 $217K
Continuum Advisory, LLC 0.03% Reduce -0.5% 3,868 $217K
Boston Family Office LLC 0.02% No change 3,850 $216K
Bogart Wealth, LLC 0.01% Reduce -0.2% 3,851 $216K
Sapient Capital LLC 0.00% Reduce -3.4% 3,845 $216K
Chapin Davis, Inc. 0.07% Reduce -6.1% 3,841 $215K
North Star Investment Management Corp. 0.02% No change 3,837 $215K
Syon Capital LLC 0.02% New 3,815 $214K
Barnes Wealth Management Group, Inc 0.14% New 3,801 $213K
Dudley Capital Management, LLC 0.11% Reduce -15.1% 3,788 $212K
Somerset Trust Co 0.08% New 3,781 $212K
Wealth Alliance, LLC 0.03% Add +1.6% 3,779 $212K
Probity Advisors, Inc. 0.04% No change 3,774 $212K
Evercore Wealth Management, LLC 0.00% No change 3,762 $211K
D.B. Root & Company, LLC 0.07% Add +0.2% 3,756 $211K
Journey Strategic Wealth LLC 0.01% New 3,741 $210K
KFA Private Wealth Group, LLC 0.07% New 3,735 $209K
DRW Securities, LLC 0.02% New 3,733 $209K
Farmers National Bank 0.06% New 3,730 $209K
Flputnam Investment Management Co. 0.00% Reduce -18.0% 3,728 $209K
Penobscot Investment Management Company, Inc. 0.02% No change 3,725 $209K
Optimum Investment Advisors 0.10% No change 3,700 $207K
Westover Capital Advisors, LLC 0.05% New 3,700 $207K
Widmann Financial Services, Inc. 0.16% New 3,691 $207K
RIA Advisory Group LLC 0.07% New 3,678 $206K
Nalls Sherbakoff Group, LLC 0.17% — 3,675 $206K
Hunter Associates Investment Management LLC 0.03% New 3,688 $206K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -15.9% 3,672 $206K
Sandbox Financial Partners, LLC 0.07% New 3,656 $205K
Howard Capital Management Group, LLC 0.02% New 3,635 $204K
Nicolet Advisory Services, LLC 0.02% Reduce -7.3% 3,919 $204K
GeoWealth Management, LLC 0.01% Reduce -20.0% 3,602 $202K
R Squared Ltd 0.22% Reduce -29.4% 3,600 $202K
Founders Grove Wealth Partners, LLC 0.06% New 3,590 $201K
Klingman & Associates, LLC 0.01% New 3,583 $201K
L2 Asset Management, LLC 0.04% New 3,575 $200K
Viking Fund Management LLC 0.03% No change 3,500 $196K
Resources Management Corp. /CT/ 0.03% Reduce -19.4% 3,464 $194K
Bank & Trust Co 0.16% Add +211.0% 3,424 $192K
William B. Walkup & Associates, Inc. 0.12% No change 3,408 $191K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +7.3% 3,352 $188K
Parkside Financial Bank & Trust 0.02% Add +2.8% 3,328 $187K
Front Row Advisors LLC 0.07% No change 3,266 $183K
CVA Family Office, LLC 0.03% Add +10.9% 3,248 $182K
Cascades Capital Asset Management, LLC 0.10% New 3,215 $180K
Arax Advisory Partners 0.01% Add +4.2% 3,127 $175K
Sound Income Strategies, LLC 0.01% Add +4.0% 3,055 $171K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,165 $169K
Mechanics Financial Corp 0.08% No change 3,000 $168K
Wealth Advisors of Tampa Bay, LLC 0.07% New 2,900 $163K
Newman Dignan & Sheerar, Inc. 0.04% Reduce -32.6% 2,900 $163K
WASHINGTON TRUST Co 0.01% Add +0.0% 2,862 $160K
Richardson Financial Services Inc. 0.12% Reduce -1.1% 2,825 $158K
Quent Capital, LLC 0.02% Reduce -9.8% 2,805 $157K
Virtus Investment Advisers, LLC 0.04% New 2,793 $157K
Rosenberg Matthew Hamilton 0.04% Reduce -0.9% 2,749 $154K
Kestra Investment Management, LLC 0.00% Reduce -22.5% 2,748 $154K
HHM Wealth Advisors, LLC 0.02% Reduce -6.8% 2,724 $153K
Delta Asset Management LLC 0.01% Reduce -3.6% 2,690 $151K
Motco 0.02% Reduce -6.4% 2,685 $151K
Cromwell Holdings LLC 0.10% No change 2,666 $149K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +49.9% 2,628 $147K
CNB Bank 0.07% Reduce -43.0% 2,628 $147K
S.A. Mason LLC 0.07% No change 2,498 $140K
Y.D. More Investments Ltd 0.01% Reduce -11.0% 2,493 $140K
Crews Bank & Trust 0.02% No change 2,469 $138K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -25.5% 2,432 $136K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,430 $136K
Centerpoint Advisors, LLC 0.05% No change 2,430 $136K
Burkett Financial Services, LLC 0.06% Add +1.2% 2,412 $135K
Stonebridge Financial Group, LLC 0.01% Add +0.3% 2,385 $134K
Crowley Wealth Management, Inc. 0.13% Reduce -52.5% 2,380 $133K
MJT & Associates Financial Advisory Group, Inc. 0.12% — 2,250 $126K
Aventura Private Wealth, LLC 0.07% Add +0.5% 2,242 $126K
Sittner & Nelson, LLC 0.05% Reduce -13.7% 2,198 $123K
Independence Bank of Kentucky 0.02% No change 2,176 $122K
Duncker Streett & Co. Inc. 0.02% No change 2,135 $120K
North Capital, Inc. 0.11% — 2,062 $116K
Laurel Wealth Advisors LLC 0.02% No change 2,003 $112K
Ransom Advisory, Ltd 0.06% No change 2,000 $112K
First Financial Corp. 0.05% Reduce -13.0% 2,000 $112K
Washington Trust Advisors, Inc. 0.01% No change 2,000 $112K
Evolution Advisers, Inc. 0.06% Add +0.5% 2,000 $110K
Lanark Financial, Inc. 0.01% — 1,963 $110K
Union Savings Bank 0.05% No change 1,945 $109K
Sentry Investment Management LLC 0.07% Reduce -38.9% 2,116 $108K
Avalon Trust Co 0.01% Add +455.0% 1,887 $106K
Tradewinds Capital Management, LLC 0.03% Add +1.2% 1,875 $105K
Asset Planning,Inc 0.08% No change 1,839 $103K
Deseret Mutual Benefit Administrators 0.05% No change 1,827 $102K
City State Bank 0.03% No change 1,806 $101K
Financial Gravity Asset Management, Inc. 0.02% — 1,757 $99K
Sawyer & Company, Inc 0.04% No change 1,704 $96K
Summit Securities Group LLC 0.07% Reduce -69.6% 1,700 $95K
Cornerstone Advisors, LLC 0.00% Reduce -95.5% 1,700 $95K
POM Investment Strategies, LLC 0.11% New 1,640 $92K
Riggs Asset Managment Co. Inc. 0.03% No change 1,612 $90K
Crewe Advisors LLC 0.01% No change 1,608 $90K
Silvant Capital Management LLC 0.00% No change 1,591 $89K
Larson Financial Group LLC 0.00% Add +141.6% 1,585 $89K
Winnacle Wealth LLC 0.08% Add +0.5% 1,582 $89K
Catalyst Capital Advisors LLC 0.00% Reduce -5.7% 1,580 $89K
Quarry LP 0.02% New 1,578 $88K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,525 $86K
Brown, Lisle/Cummings, Inc. 0.02% Add +2.9% 1,533 $86K
Piscataqua Savings Bank 0.08% No change 1,517 $85K
WealthTrak Capital Management LLC 0.07% Add +0.7% 1,498 $84K
Carolinas Wealth Consulting LLC 0.02% Reduce -10.2% 1,487 $83K
von Borstel & Associates, Inc. 0.02% New 1,465 $82K
Alpine Bank Wealth Management 0.01% — 1,452 $81K
Harbor Investment Advisory, LLC 0.01% No change 1,430 $80K
Valley National Advisers Inc. 0.01% Add +1.0% 1,415 $79K
FWL Investment Management, LLC 0.03% No change 1,390 $78K
Sachetta, LLC 0.03% Reduce -30.7% 1,381 $77K
Simplex Trading, LLC 0.00% New 1,386 $77K
Hopwood Financial Services, Inc. 0.06% Reduce -33.5% 1,351 $76K
Princeton Global Asset Management LLC 0.01% Add +1.1% 1,340 $75K
Coastline Trust Co 0.01% No change 1,272 $71K
Logan Capital Management Inc. 0.00% No change 1,261 $71K
Grove Bank & Trust 0.01% No change 1,258 $71K
Bruce G. Allen Investments, LLC 0.05% No change 1,232 $69K
Parvin Asset Management, LLC 0.08% No change 1,200 $67K
Zions Bancorporation, National Association 0.00% — 1,198 $67K
Private Wealth Management Group, LLC 0.02% Add +5.2% 1,186 $67K
Strategic Investment Solutions, Inc. 0.02% Add +4.8% 1,167 $65K
Addison Advisors LLC 0.02% Reduce -1.6% 1,160 $65K
Millstone Evans Group, LLC 0.04% No change 1,142 $64K
Pinnacle Bancorp, Inc. 0.02% Add +2.8% 1,117 $63K
American Capital Advisory, LLC 0.03% Add +0.5% 1,113 $62K
SOA Wealth Advisors, LLC. 0.01% Add +0.9% 1,109 $62K
2UniFi Bank 0.04% No change 1,092 $62K
Financial Management Professionals, Inc. 0.01% Add +5.1% 1,092 $61K
GPS Wealth Strategies Group, LLC 0.01% Add +1.1% 1,076 $60K
ORG Partners LLC 0.02% Reduce -6.8% 1,062 $60K
Beacon Capital Management, LLC 0.01% Add +1.1% 1,057 $59K
Glen Eagle Advisors, LLC 0.01% No change 1,031 $58K
Trifecta Capital Advisors, LLC 0.01% No change 1,000 $56K
Atwood & Palmer Inc. 0.00% No change 1,000 $56K
Webster Bank, N. A. 0.01% No change 979 $55K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -25.3% 961 $54K
Byrne Asset Management LLC 0.05% No change 950 $53K
Gleason Group, Inc. 0.01% Add +1.3% 949 $53K
GW&K Investment Management, LLC 0.00% Reduce -0.1% 930 $52K
SWAN Capital LLC 0.02% No change 922 $52K
Clearstead Trust, LLC 0.01% Add +70.1% 915 $51K
MeadowBrook Investment Advisors LLC 0.05% No change 900 $50K
Compass Wealth Management LLC 0.01% No change 900 $50K
Fourth Dimension Wealth, LLC 0.02% Add +0.2% 898 $50K
Slocum, Gordon & Co LLP 0.04% No change 895 $50K
Canton Hathaway, LLC 0.01% No change 900 $50K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 870 $49K
JFS Wealth Advisors, LLC 0.00% Add +191.8% 823 $46K
Briaud Financial Planning Inc 0.02% No change 819 $45K
Atlantic Private Wealth, LLC 0.03% Add +166.7% 800 $45K
MV Capital Management, Inc. 0.00% Add +0.6% 785 $44K
Oakworth Capital, Inc. 0.00% No change 781 $44K
Peoples Bank 0.03% Add +21.9% 780 $44K
Archer Investment Corp 0.01% Add +126.2% 778 $44K
McClarren Financial Advisors, Inc. 0.03% Reduce -92.7% 56 $43K
SIMA Wealth Partners, LLC 0.03% Reduce -35.4% 745 $42K
Kimelman & Baird, LLC 0.00% No change 730 $41K
Cary Street Partners Investment Advisory LLC 0.02% Add +40.2% 729 $41K
Decker Retirement Planning Inc. 0.03% Reduce -55.7% 724 $41K
Covestor Ltd 0.03% Reduce -54.7% 681 $39K
Murphy & Mullick Capital Management Corp 0.04% No change 693 $39K
Capital Advisors, Ltd. LLC 0.01% No change 670 $38K
FSC Wealth Advisors, LLC 0.02% Add +0.8% 647 $36K
Center for Financial Planning, Inc. 0.00% No change 641 $36K
Hemington Wealth Management 0.01% Add +13.6% 609 $34K
ANTIPODES PARTNERS Ltd 0.00% New 604 $34K
N.E.W. Advisory Services LLC 0.00% New 601 $34K
Pillar Financial Advisors, LLC 0.03% No change 600 $34K
Atticus Wealth Management, LLC 0.01% No change 593 $33K
Old Second National Bank of Aurora 0.01% Reduce -2.8% 587 $33K
Blue Bell Private Wealth Management, LLC 0.01% No change 585 $33K
Community Bank, N.A. 0.00% Reduce -32.9% 575 $32K
Boyd Watterson Asset Management LLC 0.01% No change 557 $31K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -12.4% 550 $31K
Dagco, Inc. 0.01% New 548 $31K
Navigoe, LLC 0.03% No change 550 $30K
Rise Advisors, LLC 0.01% Reduce -16.3% 531 $30K
Gen-Wealth Partners Inc 0.01% Reduce -16.5% 502 $28K
Orion Capital Management LLC 0.01% No change 500 $28K
VSM Wealth Advisory, LLC 0.01% New 500 $28K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $28K
Roble, Belko & Company, Inc 0.00% No change 500 $28K
Park Place Capital Corp 0.01% Reduce -33.6% 499 $28K
Semmax Financial Advisors Inc. 0.01% Add +1.6% 497 $27K
AlphaQuest LLC 0.00% New 486 $27K
Monetary Management Group Inc. 0.01% No change 479 $27K
Park Square Financial Group, LLC 0.02% Reduce -7.6% 463 $26K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 462 $26K
Frazier Financial Advisors, LLC 0.02% Reduce -18.8% 457 $26K
Private Wealth Asset Management, LLC 0.00% — 454 $25K
Johnson Financial Group, Inc. 0.00% Reduce -16.9% 446 $25K
Dynamic Wealth Strategies, LLC 0.02% New 426 $24K
MCF Advisors LLC 0.00% Add +6.2% 426 $24K
Missouri Trust & Investment Co 0.01% Reduce -48.5% 425 $24K
Cape Investment Advisory, Inc. 0.01% Reduce -11.3% 418 $23K
New England Capital Financial Advisors LLC 0.01% New 402 $23K
American National Bank & Trust 0.00% Reduce -20.8% 382 $21K
Costello Asset Management, INC 0.01% New 361 $20K
Wolff Wiese Magana LLC 0.01% Reduce -3.5% 360 $20K
Prestige Wealth Management Group LLC 0.00% Add +215.8% 360 $20K
Flagship Wealth Advisors, LLC 0.01% No change 360 $20K
Sit Investment Associates Inc. 0.00% No change 349 $20K
DecisionPoint Financial, LLC 0.01% No change 355 $20K
Bell Investment Advisors, Inc 0.00% No change 352 $20K
CGC Financial Services, LLC 0.01% No change 339 $19K
Roxbury Financial LLC 0.02% Add +0.9% 332 $19K
Saudi Central Bank 0.10% New 331 $19K
West Financial Advisors, LLC 0.00% No change 326 $18K
Gables Capital Management Inc. 0.01% No change 320 $18K
Plante Moran Financial Advisors, LLC 0.00% Reduce -3.0% 318 $18K
Sierra Ocean, LLC 0.01% No change 314 $18K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -39.7% 313 $18K
Bangor Savings Bank 0.00% No change 310 $17K
S&T Bank 0.01% Add +17.6% 308 $17K
Quest 10 Wealth Builders, Inc. 0.02% Add +5.2% 304 $17K
ESL Trust Services, LLC 0.00% No change 300 $17K
Morse Asset Management, Inc 0.00% Reduce -46.0% 299 $17K
Pacifica Partners Inc. 0.01% Add +52.4% 282 $16K
Golden State Wealth Management, LLC 0.00% No change 282 $16K
Bare Financial Services, Inc 0.01% No change 282 $16K
Miller Wealth Advisors, LLC 0.01% No change 280 $16K
Smallwood Wealth Investment Management, LLC 0.01% New 273 $15K
BankPlus Trust Department 0.01% Reduce -43.6% 268 $15K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 260 $15K
Hurley Capital, LLC 0.01% Add +0.8% 265 $15K
NewSquare Capital LLC 0.00% Add +782.8% 256 $14K
Cornerstone Planning Group LLC 0.00% Add +15.4% 269 $14K
Legacy Bridge, LLC 0.01% No change 245 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 243 $14K
Garde Capital, Inc. 0.00% New 242 $14K
Pingora Partners LLC 0.01% No change 235 $13K
Graybill Wealth Management, LTD. 0.00% — 235 $13K
GHP Investment Advisors, Inc. 0.00% Reduce -8.4% 230 $13K
McIlrath & Eck, LLC 0.00% No change 230 $13K
Abound Wealth Management 0.00% Reduce -21.4% 217 $12K
Winch Advisory Services, LLC 0.00% Add +0.5% 216 $12K
Perritt Capital Management Inc 0.01% No change 215 $12K
Creative Financial Designs Inc. 0.00% Add +0.9% 213 $12K
Westside Investment Management, Inc. 0.00% No change 210 $12K
GoalVest Advisory LLC 0.00% Add +1.5% 203 $11K
Cetera Trust Company, N.A 0.01% No change 200 $11K
Operose Advisors LLC 0.00% Reduce -35.5% 200 $11K
Albion Financial Group 0.00% Reduce -73.6% 200 $11K
BOK Financial Private Wealth, Inc. 0.00% No change 200 $11K
West Paces Advisors Inc. 0.00% No change 197 $11K
Avion Wealth 0.00% No change 213 $11K
Bollard Group LLC 0.00% No change 198 $11K
Dunhill Financial, LLC 0.01% Reduce -8.4% 195 $11K
FSA Wealth Management LLC 0.00% No change 187 $10K
Pacific Center for Financial Services 0.00% Reduce -66.4% 168 $9K
Ramirez Asset Management, Inc. 0.00% No change 166 $9K
True Wealth Design, LLC 0.00% Add +137.1% 166 $9K
Highline Wealth Partners LLC 0.00% Add +14.8% 163 $9K
PSI Advisors, LLC 0.00% No change 162 $9K
Kennebec Savings Bank 0.01% No change 160 $9K
Security National Bank 0.00% No change 159 $9K
Nemes Rush Group LLC 0.00% No change 154 $9K
Asset Dedication, LLC 0.00% No change 153 $9K
Ossiam 0.00% Reduce -99.9% 152 $9K
Barrett & Company, Inc. 0.00% No change 150 $8K
Trust Co 0.00% No change 150 $8K
Anfield Capital Management, LLC 0.00% No change 147 $8K
Newton One Investments LLC 0.00% Add +0.7% 146 $8K
Activest Wealth Management 0.00% Add +1725.0% 146 $8K
Accent Capital Management, LLC 0.00% New 143 $8K
First Pacific Financial 0.00% New 128 $7K
Ogorek Anthony Joseph /NY/ 0.00% New 140 $7K
Greenline Partners, LLC 0.00% New 124 $7K
Fortitude Family Office, LLC 0.00% Reduce -95.8% 111 $6K
WealthCollab, LLC 0.00% New 108 $6K
ROSS\JOHNSON & Associates LLC 0.10% New 105 $6K
Investment Management Corp. /Va/ 0.01% Add +1.0% 101 $6K
Vision Financial Markets LLC 0.01% New 100 $6K
Richards, Merrill & Peterson, Inc. 0.00% No change 100 $6K
Mascoma Wealth Management LLC 0.00% No change 100 $6K
Flaharty Asset Management, LLC 0.00% New 100 $6K
SJS Investment Consulting Inc. 0.00% Add +1.0% 99 $6K
Rakuten Securities, Inc. 0.00% Reduce -73.5% 95 $5K
Uniplan Investment Counsel, Inc. 0.00% New 92 $5K
WPG Advisers, LLC 0.00% Add +542.9% 90 $5K
Carolina Wealth Advisors, LLC 0.00% No change 88 $5K
Ameriflex Group, Inc. 0.00% No change 87 $5K
Signature Resources Capital Management, LLC 0.00% No change 86 $5K
Creekmur Asset Management LLC 0.00% New 72 $4K
Accordant Advisory Group Inc 0.00% No change 71 $4K
Arlington Trust Co LLC 0.00% No change 70 $4K
Raffa Wealth Management, LLC 0.00% No change 67 $4K
Kozak & Associates, Inc. 0.00% Reduce -26.7% 66 $4K
Cheviot Value Management, LLC 0.00% New 64 $3K
Thompson Investment Management, Inc. 0.00% No change 56 $3K
Fairscale Capital, LLC 0.00% Reduce -56.7% 55 $3K
Coston, McIsaac & Partners 0.00% Add +1.8% 58 $3K
Penserra Capital Management LLC 0.00% Reduce -96.9% 69 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 46 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 44 $2K
Clark Wealth Partners 0.00% New 42 $2K
Atlas Capital Advisors Inc. 0.00% No change 42 $2K
Binnacle Investments Inc 0.00% — 41 $2K
Transce3nd, LLC 0.00% No change 40 $2K
Wood Tarver Financial Group, LLC 0.00% No change 40 $2K
Morton Brown Family Wealth, LLC 0.00% No change 39 $2K
Global Trust Asset Management, LLC 0.00% No change 34 $2K
Tidemark, LLC 0.00% No change 33 $2K
Rialto Wealth Management, LLC 0.00% New 31 $2K
Horizon Financial Services, LLC 0.00% New 31 $2K
Iron Horse Wealth Management, LLC 0.00% Reduce -33.3% 30 $2K
MPWM Advisory Solutions, LLC 0.00% No change 29 $2K
Core Alternative Capital 0.00% Reduce -80.5% 29 $2K
Nvwm, LLC 0.00% Add +23.8% 26 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 25 $1K
Redmont Wealth Advisors LLC 0.00% New 22 $1K
Graney & King, LLC 0.00% No change 22 $1K
TD Capital Management LLC 0.00% New 21 $1K
Stone House Investment Management, LLC 0.00% New 20 $1K
CarsonAllaria Wealth Management, Ltd. 0.00% Reduce -84.1% 18 $1K
Bay Harbor Wealth Management, LLC 0.00% New 18 $1K
Transamerica Financial Advisors, LLC 0.00% No change 5 $1K
Principia Wealth Advisory, LLC 0.00% No change 18 $941
Raleigh Capital Management Inc. 0.00% Reduce -97.7% 17 $929
Marshall & Sterling Wealth Advisors Inc. 0.00% New 14 $784
Capital A Wealth Management, LLC 0.00% Add +62.5% 13 $729
Fortis Group Advisors, LLC 0.00% No change 13 $729
TFC Financial Management, Inc. 0.00% No change 13 $729
Osterweis Capital Management Inc. 0.00% New 10 $561
Parkworth Wealth Management, Inc. 0.00% No change 9 $505
Whipplewood Advisors, LLC 0.00% Add +455.6% 50 $505
Heck Capital Advisors, LLC 0.00% New 9 $505
HFM Investment Advisors, LLC 0.00% — 7 $393
Perkins Coie Trust Co 0.00% New 7 $392
West Branch Capital LLC 0.00% No change 6 $337
Dogwood Wealth Management LLC 0.00% New 6 $336
Chesapeake Asset Management LLC 0.00% Reduce -50.0% 5 $280
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.6% 5 $280
Valued Wealth Advisors LLC 0.00% Reduce -97.1% 2 $114

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