Dominion EnergyD

13F holders, Q2 2025 (June 30)
1,349holders −56
85new positions
144sold out
2famous investors
$56.51avg. 13F price*

At the end of Q2 2025, 1,349 institutions reported holding Dominion Energy Inc. (D) in their 13F filings, down 56 from Q1 2025. 85 opened new positions and 144 sold out. The largest holders were Vanguard Group Inc. ($6.0B), BlackRock, Inc. ($4.2B) and State Street Corp. ($2.6B). 2 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions85$67.2M
Exits144$755.3M

All 13F filers, Q1 2025 → Q2 2025: 74,375,562 shares bought and 35,168,996 shares sold, net +39,206,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,349 holders

Vanguard Group Inc. 0.10% Add +16.2% 105,795,310 $6.0B
BlackRock, Inc. 0.08% Add +4.7% 74,173,802 $4.2B
State Street Corp. 0.10% Add +2.9% 46,341,408 $2.6B
Capital Research Global Investors 0.51% Add +94.1% 44,800,351 $2.5B
JPMorgan Chase & Co. 0.11% Reduce -7.7% 29,490,135 $1.7B
Wellington Management Group LLP 0.30% Add +66.0% 29,447,265 $1.7B
Massachusetts Financial Services Co. 0.53% Reduce -0.4% 29,238,667 $1.7B
Dodge & Cox 0.73% Reduce -1.6% 22,925,248 $1.3B
Geode Capital Management, LLC 0.08% Add +3.0% 19,725,397 $1.1B
T. Rowe Price Associates Inc. 0.10% Add +6.8% 15,050,112 $850.6M
Bank of America Corp. 0.06% Add +3.7% 14,198,812 $802.5M
Bank of New York Mellon Corp 0.15% Reduce -13.8% 13,682,417 $773.3M
Hotchkis & Wiley Capital Management LLC 2.15% Add +10.1% 11,725,866 $662.7M
Morgan Stanley 0.04% Reduce -2.1% 10,810,647 $611.0M
Canada Pension Plan Investment Board 0.50% Reduce -2.0% 10,435,275 $589.8M
Invesco Ltd. 0.10% Reduce -4.1% 10,415,873 $588.7M
Franklin Resources Inc. 0.16% Reduce -3.5% 10,295,755 $581.9M
Norges Bank 0.07% Add +12.5% 10,030,498 $566.9M
Northern Trust Corp. 0.07% Reduce -8.9% 8,864,766 $501.0M
Legal & General Group Plc 0.11% Add +5.4% 7,669,476 $433.5M
Goldman Sachs Group Inc. 0.05% Add +9.5% 5,909,428 $334.0M
Charles Schwab Investment Management Inc. 0.05% Add +2.7% 5,529,037 $312.5M
Pictet Asset Management Holding SA 0.32% Add +164.7% 5,490,687 $310.3M
Royal Bank of Canada 0.06% Add +38.0% 5,408,906 $305.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +1.6% 5,011,913 $283.3M
London Co. of Virginia 1.59% Add +30.9% 4,965,699 $280.7M
American Century Companies Inc. 0.13% Add +12.1% 4,254,860 $240.5M
UBS Group AG 0.05% Add +12.1% 3,885,912 $219.6M
Magellan Asset Management Ltd 2.35% Reduce -0.9% 3,636,969 $205.6M
Barclays PLC 0.08% Reduce -11.2% 3,533,586 $199.7M
California Public Employees Retirement System 0.11% Reduce -15.2% 3,181,996 $179.8M
Mitsubishi UFJ Trust & Banking Corp 0.40% Add +2.9% 3,081,520 $174.2M
Cohen & Steers, Inc. 0.28% Reduce -1.4% 2,744,416 $155.1M
Swiss National Bank 0.09% Add +8.9% 2,579,920 $145.8M
Dimensional Fund Advisors LP 0.03% Add +5.2% 2,387,527 $134.9M
Nuveen, LLC 0.04% Add +37.6% 2,374,410 $134.2M
FMR LLC 0.01% Reduce -2.5% 2,265,520 $128.0M
Wells Fargo & Company 0.03% Add +5.9% 2,208,104 $124.8M
HSBC Holdings PLC 0.08% Add +4.4% 2,115,058 $119.4M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -3.2% 2,041,770 $115.4M
Thompson Siegel & Walmsley LLC 1.87% Reduce -1.2% 1,962,557 $110.9M
Deutsche Bank AG 0.04% Reduce -7.1% 1,891,471 $106.9M
Arrowstreet Capital, Limited Partnership 0.07% Add +45.1% 1,870,824 $105.7M
Citigroup Inc. 0.07% Reduce -23.3% 1,772,326 $100.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.49% Add +2.7% 1,642,868 $92.9M
AQR Capital Management 0.08% Reduce -16.6% 1,646,024 $91.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +8.5% 1,626,030 $91.9M
Rhumbline Advisers 0.07% Add +1.2% 1,496,744 $84.6M
Natixis Advisors, LLC 0.13% Add +17.7% 1,483,165 $83.8M
Jennison Associates LLC 0.05% Reduce -30.4% 1,451,982 $82.1M
First Trust Advisors LP 0.06% Reduce -19.5% 1,401,138 $79.2M
Macquarie Group Ltd. 0.09% Add +8.2% 1,337,680 $75.6M
Raymond James Financial Inc. 0.03% Add +5.5% 1,325,165 $74.9M
Aviva PLC 0.15% Add +124.1% 1,314,778 $74.3M
Manufacturers Life Insurance Company, The 0.07% Reduce -1.5% 1,296,313 $73.3M
Duff & Phelps Investment Management Co. 0.82% No change 1,238,640 $70.0M
Energy Income Partners, LLC 1.35% Add +0.2% 1,219,514 $68.9M
Russell Investments Group, Ltd. 0.08% Add +10.6% 1,124,034 $63.5M
National Pension Service 0.05% Reduce -56.0% 1,087,347 $61.5M
PNC Financial Services Group, Inc. 0.04% Reduce -3.0% 1,040,238 $58.8M
LPL Financial LLC 0.02% Add +8.6% 1,031,118 $58.3M
New York State Common Retirement Fund 0.08% Add +0.3% 1,024,874 $57.9M
California State Teachers Retirement System 0.06% Add +1.5% 1,017,453 $57.5M
Principal Financial Group Inc. 0.03% Add +7.5% 1,009,656 $57.1M
Amundi 0.02% Reduce -54.2% 991,880 $57.0M
Ensign Peak Advisors, Inc 0.09% Reduce -19.4% 981,065 $55.4M
Alliancebernstein L.P. 0.02% Reduce -11.2% 905,273 $51.2M
Envestnet Asset Management Inc. 0.01% Add +9.6% 901,422 $50.9M
Bank of Montreal 0.03% Reduce -24.7% 875,142 $49.5M
State Board of Administration of Florida Retirement System 0.09% Add +1.3% 856,283 $48.4M
Ameriprise Financial Inc. 0.01% Reduce -28.6% 783,895 $44.3M
Janney Montgomery Scott LLC 0.11% Add +8.2% 733,223 $41.4M
Victory Capital Management Inc. 0.03% Add +11.2% 713,800 $40.4M
Sei Investments Co. 0.05% Add +26.1% 711,107 $40.2M
Mackenzie Financial Corp. 0.05% Reduce -12.9% 691,031 $39.1M
Swiss Life Asset Management Ltd 0.23% Add +0.7% 683,553 $38.6M
BNP Paribas Financial Markets 0.03% Reduce -51.8% 664,010 $37.5M
New York State Teachers Retirement System 0.08% Add +0.7% 647,467 $36.6M
STRS Ohio 0.14% Add +3.3% 643,267 $36.4M
Verition Fund Management LLC 0.21% Add +1475.1% 626,262 $35.4M
Commonwealth Equity Services, LLC 0.04% Reduce -2.9% 587,481 $33.2M
Vaughan David Investments LLC 0.71% Add +2.8% 566,004 $32.0M
Prudential Financial Inc. 0.04% Add +9.7% 530,163 $30.0M
1832 Asset Management L.P. 0.05% Reduce -14.9% 497,222 $28.1M
RWC Asset Management LLP 1.78% Add +0.4% 490,250 $27.7M
HighTower Advisors, LLC 0.03% Reduce -4.0% 479,686 $27.1M
State of Wisconsin Investment Board 0.06% Reduce -7.7% 468,847 $26.5M
Tocqueville Asset Management L.P. 0.39% Add +5699.5% 456,070 $25.8M
Chevy Chase Trust Holdings, LLC 0.07% Add +2.2% 453,700 $25.6M
DNB Asset Management AS 0.11% Reduce -10.0% 448,912 $25.4M
Aberdeen Group plc 0.04% Add +9.0% 446,520 $25.2M
Korea Investment CORP 0.06% Reduce -26.1% 443,035 $25.0M
Cwm, LLC 0.09% Add +0.2% 440,591 $24.9M
Alps Advisors Inc. 0.14% Reduce -2.4% 431,190 $24.4M
Crawford Investment Counsel Inc. 0.42% Add +0.6% 425,964 $24.1M
Gabelli Funds LLC 0.17% Reduce -1.6% 424,900 $24.0M
CANADA LIFE ASSURANCE Co 0.04% Reduce -0.1% 415,993 $23.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +5.0% 403,586 $22.8M
DAVENPORT & Co LLC 0.13% Reduce -1.5% 402,752 $22.8M
Treasurer of the State of North Carolina 0.07% Add +3.9% 398,677 $22.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.10% Reduce -11.3% 396,765 $22.4M
National Bank of Canada 0.02% Add +0.3% 388,224 $21.9M
Payden & Rygel 1.80% Add +31.0% 383,900 $21.7M
Godsey & Gibb, Inc. 2.02% Add +0.3% 382,934 $21.6M
AE Wealth Management LLC 0.16% Add +8.2% 375,529 $21.2M
Toronto Dominion Bank 0.05% Add +24.9% 375,017 $21.2M
Los Angeles Capital Management LLC 0.08% Reduce -39.6% 374,879 $21.2M
CBRE Investment Management Listed Real Assets LLC 0.32% No change 369,494 $20.9M
Asset Management One Co., Ltd. 0.06% Add +3.0% 360,440 $20.4M
Stifel Financial Corp. 0.02% Add +10.2% 360,061 $20.4M
Public Employees Retirement System of Ohio 0.07% Add +0.8% 350,749 $19.8M
Pathstone Holdings, LLC 0.08% Add +1.6% 349,566 $19.8M
Neuberger Berman Group LLC 0.02% Reduce -11.9% 347,973 $19.7M
CIBC Private Wealth Group LLC 0.04% Reduce -53.9% 347,827 $19.7M
Pinebridge Investments, L.P. 0.15% Reduce -15.4% 344,306 $19.5M
FIL Ltd 0.02% No change 344,200 $19.5M
GW Henssler & Associates Ltd. 1.04% Reduce -39.4% 344,186 $19.5M
Truist Financial Corp. 0.03% Reduce -6.3% 337,973 $19.1M
Silvercrest Asset Management Group LLC 0.13% Add +0.1% 331,617 $18.7M
Royal London Asset Management Ltd. 0.04% Add +2.1% 324,638 $18.3M
State of Tennessee, Department of Treasury 0.07% Reduce -6.8% 322,933 $18.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +18.6% 315,022 $17.9M
Resona Asset Management Co.,Ltd. 0.09% Add +8.5% 315,060 $17.8M
TD Asset Management Inc 0.01% Add +3.5% 305,202 $17.3M
Nomura Asset Management Co. Ltd. 0.05% Add +6.8% 303,698 $17.2M
Calamos Advisors LLC 0.10% No change 294,453 $16.6M
Van Eck Associates Corp. 0.02% Add +10.5% 293,815 $16.6M
General American Investors Co. Inc. 1.10% No change 290,000 $16.4M
Wedge Capital Management L L P 0.29% Add +28.7% 286,253 $16.2M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -1.6% 285,875 $16.2M
SG Americas Securities, LLC 0.07% Add +808.7% 285,740 $16.1M
Creative Planning 0.01% Add +3.1% 285,415 $16.1M
State of New Jersey Common Pension Fund D 0.06% Add +0.4% 282,416 $16.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +0.1% 273,655 $15.5M
Osaic Holdings, Inc. 0.03% Add +24.9% 272,081 $15.4M
Investment Management Corp of Ontario 0.22% Add +35.5% 271,022 $15.3M
Oak Grove Capital LLC 3.51% Add +16.3% 268,700 $15.2M
Focus Partners Wealth 0.03% Add +1.8% 268,205 $15.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.41% New 259,979 $14.7M
Susquehanna International Group, LLP 0.02% Add +20.4% 255,887 $14.5M
State of Michigan Retirement System 0.07% Add +3.3% 250,867 $14.2M
Arizona State Retirement System 0.08% Add +1.1% 249,139 $14.1M
Corient Private Wealth LP 0.02% Reduce -5.2% 248,389 $14.0M
APG Asset Management N.V. 0.04% Reduce -60.8% 286,746 $13.8M
Wealthfront Advisers LLC 0.04% Add +0.9% 243,411 $13.8M
Orion Porfolio Solutions, LLC 0.12% Add +11.4% 238,291 $13.5M
Nisa Investment Advisors, LLC 0.06% Add +12.4% 234,965 $13.3M
CW Advisors, LLC 0.13% Add +15.2% 231,985 $13.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +29.6% 228,360 $12.9M
Brookstone Capital Management 0.16% Add +4.0% 218,889 $12.4M
MetLife Investment Management, LLC 0.07% Reduce -0.4% 217,304 $12.3M
Czech National Bank 0.09% Add +8.0% 208,452 $11.8M
Cetera Investment Advisers 0.02% Add +7.4% 207,033 $11.7M
Kanawha Capital Management LLC 0.86% Add +2.9% 206,244 $11.7M
Mariner, LLC 0.02% Add +7.1% 200,283 $11.3M
Advisors Asset Management, Inc. 0.20% Reduce -12.2% 198,397 $11.2M
Captrust Financial Advisors 0.03% Add +0.5% 198,252 $11.2M
IFM Investors Pty Ltd 0.11% Add +9.8% 196,079 $11.1M
Sanctuary Advisors, LLC 0.07% Add +13.0% 195,361 $11.0M
Quantinno Capital Management LP 0.05% Add +12.3% 193,542 $10.9M
ASR Vermogensbeheer N.V. 0.14% Reduce -0.4% 192,764 $10.9M
Cerity Partners LLC 0.02% Add +4.0% 192,258 $10.9M
Forsta Ap-Fonden 0.07% Reduce -0.1% 189,800 $10.7M
O'shaughnessy Asset Management, LLC 0.07% Add +7.5% 189,765 $10.7M
Rockefeller Capital Management L.P. 0.02% Add +8.2% 189,116 $10.7M
Van Lanschot Kempen Investment Management N.V. 0.10% Add +18.0% 183,501 $10.4M
Retirement Systems of Alabama 0.04% Add +1.4% 182,992 $10.3M
AXA S.A. 0.03% Add +122.5% 180,372 $10.2M
Guggenheim Capital LLC 0.08% Add +2.7% 180,075 $10.2M
One Capital Management, LLC 0.35% Add +8.3% 179,958 $10.2M
Voya Investment Management LLC 0.01% Add +2.4% 176,145 $10.0M
Public Sector Pension Investment Board 0.04% Reduce -21.9% 175,460 $9.9M
Comerica Bank 0.04% Add +6.6% 174,909 $9.9M
Gilman Hill Asset Management, LLC 1.60% Add +1.3% 172,915 $9.8M
Allspring Global Investments Holdings, LLC 0.02% Reduce -45.0% 168,448 $9.7M
Cary Street Partners Financial LLC 0.27% Reduce -0.7% 167,778 $9.5M
Amalgamated Bank 0.07% Add +0.8% 167,039 $9.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +42.5% 162,900 $9.2M
Keybank National Association 0.03% Reduce -5.1% 155,673 $8.8M
Mn Services Vermogensbeheer B.V. 0.06% Add +4.2% 155,100 $8.8M
Steward Partners Investment Advisory, LLC 0.07% Add +0.6% 153,111 $8.7M
ProShare Advisors LLC 0.02% Add +14.6% 151,542 $8.6M
Teacher Retirement System of Texas 0.04% Reduce -7.7% 149,337 $8.4M
DekaBank Deutsche Girozentrale 0.01% Add +24.7% 145,721 $8.1M
M&T Bank Corp 0.03% Reduce -4.6% 143,131 $8.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Reduce 0.0% 138,871 $7.8M
USS Investment Management Ltd 0.05% Add +9.7% 138,840 $7.8M
Utah Retirement Systems 0.08% Add +0.1% 138,777 $7.8M
Bogart Wealth, LLC 0.33% Add +3442.7% 136,431 $7.7M
Advocate Group LLC 1.37% Reduce -1.8% 135,265 $7.6M
Illinois Municipal Retirement Fund 0.10% Add +10.6% 134,978 $7.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -16.5% 134,090 $7.6M
Vanguard Personalized Indexing Management, LLC 0.09% Add +14.7% 134,034 $7.6M
Harvest Portfolios Group Inc. 0.18% Add +19.0% 134,042 $7.6M
Toth Financial Advisory Corp. 0.87% Add +11.6% 132,095 $7.5M
Everett Harris & Co. 0.10% Add +4.6% 130,643 $7.4M
Police & Firemen's Retirement System of New Jersey 0.07% Add +6.6% 129,724 $7.3M
Private Advisor Group, LLC 0.04% Add +10.7% 128,886 $7.3M
Daiwa Securities Group Inc. 0.03% Add +6.9% 127,562 $7.2M
Xponance LLC 0.06% Add +4.7% 127,435 $7.2M
Glenmede Investment Management, LP 0.04% — 126,818 $7.2M
Exchange Traded Concepts, LLC 0.09% Add +32.5% 126,614 $7.2M
Schnieders Capital Management LLC 1.24% Add +9.5% 124,573 $7.0M
Northwest & Ethical Investments L.P. 0.17% Add +2.6% 123,614 $7.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -43.5% 122,240 $6.9M
Oppenheimer Asset Management Inc. 0.08% Reduce -2.1% 121,432 $6.9M
SCS Capital Management LLC 0.08% Add +959.8% 121,403 $6.9M
Canal Capital Management, LLC 1.07% Add +4.8% 119,736 $6.8M
CIBC Asset Management Inc 0.02% Reduce -8.3% 116,257 $6.6M
Yousif Capital Management, LLC 0.07% Add +0.8% 116,203 $6.6M
CHURCHILL MANAGEMENT Corp 0.07% New 116,182 $6.6M
New York Life Investment Management LLC 0.06% Add +3.2% 115,696 $6.5M
Commerce Bank 0.04% Reduce -14.5% 113,073 $6.4M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.6% 112,577 $6.4M
1834 Investment Advisors Co. 0.80% Reduce -0.4% 111,433 $6.3M
Canal Insurance CO 1.39% No change 110,000 $6.2M
Wesbanco Bank Inc. 0.18% Reduce -0.3% 109,368 $6.2M
NewEdge Wealth, LLC 0.10% Add +100.5% 99,644 $6.2M
Jones Financial Companies LLLP 0.00% Add +21.9% 109,716 $6.1M
Cibc World Markets Corp. 0.04% Add +5.9% 107,290 $6.1M
Kestra Advisory Services, LLC 0.03% Reduce -3.6% 106,068 $6.0M
Nissay Asset Management Corp. /Japan 0.04% Add +1.9% 105,846 $6.0M
Bryn Mawr Trust Advisors, LLC 0.32% Add +19.0% 104,710 $5.9M
Daiichi Life Insurance Co., Ltd. 0.17% Reduce -17.9% 104,137 $5.9M
John G Ullman & Associates Inc. 0.87% Add +0.9% 103,182 $5.8M
Mutual of America Capital Management LLC 0.06% Add +0.1% 97,782 $5.5M
Bank of Nova Scotia 0.01% Reduce -0.4% 97,030 $5.5M
Schroder Investment Management Group 0.00% Reduce -79.2% 96,820 $5.5M
Lombard Odier Asset Management (Switzerland) SA 0.27% Reduce -1.0% 95,990 $5.4M
State of Alaska, Department of Revenue 0.06% Reduce -2.8% 95,736 $5.4M
Huntington National Bank 0.05% Add +6.3% 95,364 $5.4M
Stephens Inc. 0.07% Add +1.8% 94,813 $5.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +22.7% 94,010 $5.3M
Brown Advisory Inc. 0.01% Reduce -5.5% 93,805 $5.3M
Ieq Capital, LLC 0.03% Reduce -2.8% 93,690 $5.3M
Woodline Partners LP 0.03% Add +30.0% 92,245 $5.2M
Rafferty Asset Management, LLC 0.02% Add +21.2% 91,636 $5.2M
Aventail Capital Group, LP 0.23% Add +2.4% 91,267 $5.2M
OP Asset Management Ltd 0.08% Add +3.7% 91,241 $5.2M
Icon Advisers Inc. 1.18% Add +78.6% 90,875 $5.1M
Point72 Europe (London) LLP 0.26% New 90,702 $5.1M
Metis Global Partners, LLC 0.13% Add +8.8% 89,840 $5.1M
Fifth Third Bancorp 0.02% Add +2.7% 88,694 $5.0M
US Bancorp \de 0.01% Reduce -0.1% 88,468 $5.0M
Citizens Business Bank 0.96% Add +2.3% 87,592 $5.0M
Stablepoint Partners, LLC 0.83% Add +2.8% 86,390 $4.9M
TrueMark Investments, LLC 1.05% Add +7.3% 86,280 $4.9M
Graham Capital Management, L.P. 0.15% Reduce -52.9% 85,728 $4.8M
Ilmarinen Mutual Pension Insurance Co 0.04% Reduce -26.7% 85,000 $4.8M
Occidental Asset Management, LLC 0.66% Add +7.8% 84,911 $4.8M
Hennessy Advisors Inc. 0.16% Add +31.4% 84,477 $4.8M
Strategic Planning, Inc. 2.77% Reduce -0.9% 81,900 $4.6M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 81,490 $4.6M
Mercer Global Advisors Inc. 0.01% Add +30.4% 80,882 $4.6M
NEOS Investment Management LLC 0.06% Add +25.6% 78,826 $4.5M
Global Wealth Management Investment Advisory, Inc. 0.82% Reduce -3.5% 77,462 $4.4M
Wills Financial Group LLC 1.89% Add +0.9% 77,214 $4.4M
Carson Advisory Inc. 2.74% Add +0.3% 76,231 $4.3M
Man Group plc 0.01% Reduce -79.9% 75,703 $4.3M
Atlantic Union Bankshares Corp 0.10% Add +227.6% 74,972 $4.2M
Nordea Investment Management AB 0.00% Add +4.5% 74,673 $4.2M
Bridge Creek Capital Management LLC 1.23% Add +0.9% 73,914 $4.2M
Oregon Public Employees Retirement Fund 0.07% Add +2.1% 73,617 $4.2M
Avantax Advisory Services, Inc. 0.02% Add +5.9% 71,148 $4.0M
Atria Investments, Inc 0.05% Add +48.4% 70,491 $4.0M
Robinson Value Management, Ltd. 2.50% Reduce -0.8% 70,255 $4.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.1% 70,186 $4.0M
Salomon & Ludwin, LLC 0.39% Reduce -4.8% 68,679 $3.9M
Capital Investment Advisors, LLC 0.07% Reduce -7.4% 69,705 $3.9M
UniSuper Management Pty Ltd 0.03% Reduce -2.5% 69,624 $3.9M
Independent Advisor Alliance 0.11% Reduce -4.8% 69,315 $3.9M
NewEdge Advisors, LLC 0.02% Add +0.3% 69,157 $3.9M
Pacer Advisors, Inc. 0.01% Add +57.8% 67,767 $3.8M
KBC Group NV 0.01% No change 67,568 $3.8M
&partners 0.03% Add +8.1% 66,744 $3.8M
Teachers Retirement System of the State of Kentucky 0.03% Add +1.6% 65,797 $3.7M
Janus Henderson Group PLC 0.00% Reduce -1.6% 65,602 $3.7M
Pinnacle Associates Ltd. 0.05% Add +0.0% 64,922 $3.7M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -28.1% 63,739 $3.6M
Bill Few Associates, Inc. 1.01% Add +3.7% 63,069 $3.6M
Synovus Financial Corp. 0.04% Add +2.7% 62,648 $3.5M
Kestra Private Wealth Services, LLC 0.05% Add +16.0% 62,531 $3.5M
IHT Wealth Management, LLC 0.10% Reduce -1.5% 62,443 $3.5M
Peapack Gladstone Financial Corp. 0.05% Reduce -3.4% 62,312 $3.5M
Truvestments Capital LLC 0.70% Add +1.6% 62,191 $3.5M
Cibc World Market Inc. 0.01% Add +1414.7% 61,800 $3.5M
Jackson Hole Capital Partners, LLC 0.64% Add +9.4% 61,748 $3.5M
Axxcess Wealth Management, LLC 0.08% Add +1.6% 59,868 $3.4M
MML Investors Services, LLC 0.01% Add +7.9% 59,604 $3.4M
Mizuho Securities USA LLC 0.07% — 58,937 $3.3M
Capital Investment Advisory Services, LLC 0.27% Reduce -3.1% 58,635 $3.3M
Oppenheimer & Co. Inc. 0.04% Reduce -6.5% 58,052 $3.3M
D.A. Davidson & Co. 0.02% Add +0.5% 56,944 $3.2M
Central Pacific Bank - Trust Division 0.42% Add +28.3% 56,491 $3.2M
Dark Forest Capital Management LP 0.13% Reduce -46.1% 56,484 $3.2M
Principle Wealth Partners LLC 0.20% Reduce -8.4% 56,369 $3.2M
Agp Franklin, LLC 1.68% Add +11.0% 56,258 $3.2M
LMR Partners LLP 0.07% New 56,000 $3.2M
Elo Mutual Pension Insurance Co 0.06% Reduce -15.8% 55,045 $3.1M
Prospera Financial Services Inc 0.06% Reduce -13.0% 54,886 $3.1M
Sepio Capital, LP 0.22% Add +32.9% 54,627 $3.1M
Kentucky Retirement Systems 0.09% Reduce -6.2% 53,701 $3.0M
Thrivent Financial for Lutherans 0.01% Add +0.9% 53,603 $3.0M
Bar Harbor Wealth Management 0.19% Add +22.0% 53,165 $3.0M
Richard Bernstein Advisors LLC 0.07% New 52,641 $3.0M
Virginia Wealth Management Group, Inc. 1.80% Add +0.9% 52,538 $3.0M
Regions Financial Corp. 0.02% Reduce -8.2% 51,632 $2.9M
Hartford Investment Management Co. 0.09% Add +0.2% 51,146 $2.9M
Morton Community Bank 0.72% Add +5.3% 50,947 $2.9M
Norinchukin Bank, The 0.04% Add +8.4% 50,368 $2.8M
Advisors Management Group Inc. 0.53% Reduce -1.2% 50,268 $2.8M
Allianz Asset Management GmbH 0.00% Reduce -91.3% 50,242 $2.8M
Capital Fund Management S.A. 0.03% Reduce -76.9% 49,796 $2.8M
Slagle Financial, LLC 1.13% New 49,596 $2.8M
Dakota Wealth Management 0.06% Reduce -9.7% 49,562 $2.8M
Summit Global Investments 0.16% Add +1.7% 49,416 $2.8M
MFG Wealth Management, Inc. 2.34% Add +0.3% 49,049 $2.8M
TCV Trust & Wealth Management, Inc. 0.24% Reduce -19.3% 48,574 $2.7M
Graham Capital Wealth Management, LLC 3.07% Add +3.0% 48,482 $2.7M
Rothschild Investment LLC 0.17% Add +61.2% 47,073 $2.7M
Stamos Capital Partners, L.P. 0.47% Add +20.7% 46,499 $2.6M
Leelyn Smith, LLC 0.42% Add +1.8% 45,767 $2.6M
Landscape Capital Management, L.L.C. 0.20% New 45,523 $2.6M
Beck Capital Management, LLC 0.64% Add +2.5% 45,152 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -0.4% 45,000 $2.5M
XML Financial, LLC 0.22% Add +1.7% 44,836 $2.5M
Wilmington Savings Fund Society, FSB 0.04% Add +35.1% 44,619 $2.5M
Securian Asset Management, Inc. 0.07% Add +0.4% 44,585 $2.5M
Profund Advisors LLC 0.09% Add +29.6% 42,871 $2.4M
Bradley Foster & Sargent Inc. 0.04% Reduce -8.6% 42,455 $2.4M
Gulf International Bank (UK) Ltd 0.08% Reduce -11.3% 42,306 $2.4M
Generali Investments, Management Co LLC 0.54% Add +17.9% 42,272 $2.4M
Midwest Trust Co 0.03% — 42,192 $2.4M
Maryland State Retirement & Pension System 0.05% Add +5.9% 41,481 $2.3M
Assetmark, Inc. 0.01% Add +97.5% 41,025 $2.3M
Vestcor Inc 0.07% Add +18.9% 40,730 $2.3M
Clearstead Advisors, LLC 0.03% Add +13.1% 40,650 $2.3M
Carret Asset Management, LLC 0.25% Add +0.9% 40,615 $2.3M
Panagora Asset Management Inc. 0.01% Reduce -19.7% 40,307 $2.3M
Ally Financial Inc. 0.26% No change 40,000 $2.3M
BTC Capital Management, Inc. 0.18% Add +8.8% 40,506 $2.3M
New Mexico Educational Retirement Board 0.07% No change 39,273 $2.2M
PFG Investments, LLC 0.13% Reduce -6.9% 39,122 $2.2M
Gratus Wealth Advisors, LLC 0.33% Reduce -4.7% 39,111 $2.2M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +16.8% 38,976 $2.2M
Ethos Financial Group, LLC 0.19% Add +10.9% 38,781 $2.2M
Argent Trust Co 0.08% Add +0.8% 38,727 $2.2M
Fifth Third Wealth Advisors LLC 0.09% Reduce -2.7% 38,707 $2.2M
Vectors Research Management, LLC 0.73% Reduce -1.0% 37,800 $2.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.24% Reduce -6.3% 37,731 $2.1M
Marshall Wace, LLP 0.00% Reduce -96.7% 37,707 $2.1M
Tiaa Trust, National Association 0.01% Add +17.9% 36,993 $2.1M
Towne Trust Company, N.A 0.72% Reduce -26.4% 36,744 $2.1M
Gotham Asset Management 0.01% Reduce -77.0% 36,736 $2.1M
Financial Security Advisor, Inc. 0.48% Add +3.6% 36,610 $2.1M
Miller Howard Investments Inc. 0.06% Add +6.8% 36,018 $2.0M
United Capital Financial Advisors, LLC 0.02% Add +13.3% 35,943 $2.0M
Baird Financial Group, Inc. 0.00% Reduce -7.1% 35,942 $2.0M
Advisory Services Network, LLC 0.03% Reduce -29.8% 34,726 $2.0M
Redmond Asset Management, LLC 0.48% Reduce -1.8% 35,724 $2.0M
Choreo, LLC 0.03% Add +10.7% 35,694 $2.0M
South Dakota Investment Council 0.04% No change 35,684 $2.0M
E. Ohman J:or Asset Management AB 0.05% No change 35,500 $2.0M
Ascent Group, LLC 0.08% Add +4.0% 35,284 $2.0M
Graves Light Lenhart Wealth, Inc. 0.23% Add +2.8% 34,825 $2.0M
Blair William & Co. 0.01% Add +5.7% 34,813 $2.0M
Generali Asset Management SPA SGR 0.04% Add +49.4% 34,790 $2.0M
Cantor Fitzgerald Investment Advisors L.P. 0.14% Reduce -0.0% 34,480 $1.9M
Integrated Wealth Concepts LLC 0.02% Reduce -13.3% 34,461 $1.9M
Beese Fulmer Investment Management, Inc. 0.14% Add +1.5% 34,358 $1.9M
Colonial River Investments, LLC 0.83% Reduce -2.5% 33,299 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +239.7% 34,019 $1.9M
Ilex Capital Partners (UK) LLP 0.06% Reduce -47.6% 33,560 $1.9M
HB Wealth Management, LLC 0.02% Reduce -11.3% 33,390 $1.9M
Tidal Investments LLC 0.01% Reduce -26.6% 33,323 $1.9M
Conning Inc. 0.07% Reduce -1.0% 33,041 $1.9M
Lido Advisors, LLC 0.01% Add +7.3% 32,939 $1.9M
Vise Technologies, Inc. 0.08% — 32,932 $1.9M
Quadrant Capital Group LLC 0.07% Add +0.6% 32,720 $1.8M
Crossmark Global Holdings, Inc. 0.03% Reduce -4.0% 32,708 $1.8M
Sompo Asset Management Co., Ltd. 0.32% Reduce -3.0% 32,300 $1.8M
Beverly Hills Private Wealth, LLC 0.35% Add +13.2% 32,266 $1.8M
Natixis 0.01% New 32,185 $1.8M
Altman Advisors, Inc. 0.74% Add +1.8% 31,493 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +30.6% 32,049 $1.8M
Bleakley Financial Group, LLC 0.05% Add +67.7% 32,026 $1.8M
Redwood Investment Management, LLC 0.19% Add +0.6% 31,778 $1.8M
Garner Asset Management Corp 0.83% Add +20.1% 31,601 $1.8M
3Chopt Investment Partners, LLC 0.43% Reduce -0.0% 31,587 $1.8M
Westpac Banking Corp. 0.12% Add +7.3% 31,434 $1.8M
Stratos Wealth Partners, LTD. 0.02% Reduce -5.4% 31,318 $1.8M
Beacon Bank & Trust 0.40% Reduce -0.7% 31,073 $1.8M
Inspire Trust Co, N.A. 0.36% Add +10.7% 31,000 $1.8M
Apollon Wealth Management, LLC 0.03% Add +4.5% 30,939 $1.7M
Azimuth Capital Investment Management LLC 0.06% Add +95.9% 30,841 $1.7M
Patten & Patten Inc. 0.11% Add +15.9% 30,681 $1.7M
All Terrain Financial Advisors, LLC 0.63% Reduce -0.0% 30,647 $1.7M
Ascent Wealth Partners, LLC 0.21% Add +40.8% 30,491 $1.7M
Courier Capital LLC 0.10% Reduce -1.2% 30,474 $1.7M
Banque Cantonale Vaudoise 0.07% Add +0.9% 30,449 $1.7M
Intech Investment Management LLC 0.02% Reduce -1.0% 30,142 $1.7M
Rodgers Brothers Inc. 0.21% New 29,665 $1.7M
Concurrent Investment Advisors, LLC 0.03% Reduce -16.8% 29,580 $1.7M
J.W. Cole Advisors, Inc. 0.04% Add +6.4% 29,464 $1.7M
Level Four Advisory Services, LLC 0.06% Add +4.2% 29,372 $1.7M
Alpha Omega Wealth Management LLC 0.30% Reduce -1.6% 29,334 $1.7M
Empirical Finance, LLC 0.09% Add +0.6% 29,240 $1.7M
Plan Group Financial, LLC 0.54% Add +16.3% 29,022 $1.6M
SageView Advisory Group, LLC 0.06% Add +21.5% 27,968 $1.6M
Allworth Financial LP 0.01% Add +32.9% 28,616 $1.6M
Total Clarity Wealth Management, Inc. 0.46% Reduce -0.1% 28,580 $1.6M
Greenwood Capital Associates LLC 0.20% Add +1.2% 28,489 $1.6M
Meketa Investment Group Inc. 4.77% Reduce -11.5% 27,832 $1.6M
Moors & Cabot, Inc. 0.07% Reduce -4.9% 27,773 $1.6M
AustralianSuper Pty Ltd 0.01% Add +19.6% 27,526 $1.6M
Advanced Portfolio Management, LLC 4.34% New 27,500 $1.6M
CENTRAL TRUST Co 0.04% Reduce -6.0% 27,353 $1.5M
Taylor Hoffman Capital Management LLC 0.53% Reduce -6.2% 27,351 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +50.1% 27,207 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +1.8% 27,204 $1.5M
Arkadios Wealth Advisors 0.05% Add +7.0% 27,179 $1.5M
Cassaday & Co Wealth Management LLC 0.04% Add +2.1% 27,039 $1.5M
OneDigital Investment Advisors LLC 0.02% Add +10.2% 26,960 $1.5M
Park Avenue Securities LLC 0.01% Add +4.5% 26,771 $1.5M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -1.4% 26,547 $1.5M
GAMMA Investing LLC 0.09% Add +16.4% 26,509 $1.5M
Providence First Trust Co 0.52% No change 26,189 $1.5M
Palisade Asset Management, LLC 0.15% Reduce -1.1% 26,145 $1.5M
Vident Advisory, LLC 0.02% Add +6.3% 26,049 $1.5M
Bull Street Advisors, LLC 0.70% Reduce -0.5% 25,725 $1.5M
Coldstream Capital Management Inc. 0.02% Add +0.3% 25,640 $1.4M
Assenagon Asset Management S.A. 0.00% Add +1.2% 25,519 $1.4M
Kingsview Wealth Management, LLC 0.02% Reduce -2.8% 25,398 $1.4M
Lee Danner & Bass Inc. 0.11% Add +1.3% 25,386 $1.4M
Squarepoint Ops LLC 0.00% Reduce -74.5% 25,332 $1.4M
Capital Investment Counsel, Inc 0.19% Reduce -4.9% 25,219 $1.4M
Integrated Advisors Network LLC 0.06% Add +5.1% 24,934 $1.4M
Tounjian Advisory Partners, LLC 0.27% Reduce -1.3% 25,066 $1.4M
Horizon Investments, LLC 0.02% Add +50.2% 24,711 $1.4M
Simmons Bank 0.10% Add +8.0% 24,512 $1.4M
Canandaigua National Bank & Trust Co. 0.13% Reduce -2.1% 24,399 $1.4M
Pensionfund Sabic 0.39% Reduce -7.2% 24,400 $1.4M
MAI Capital Management 0.01% Add +9.4% 23,885 $1.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +5.0% 23,599 $1.3M
Personal Cfo Solutions, LLC 0.25% Add +3.0% 23,534 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +1.9% 23,313 $1.3M
Ossiam 0.01% Add +15164.5% 23,202 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -6.5% 22,791 $1.3M
Valeo Financial Advisors, LLC 0.03% Add +45.9% 22,575 $1.3M
Valmark Advisers, Inc. 0.02% Reduce -1.1% 22,437 $1.3M
NorthCoast Asset Management LLC 0.01% Add +37.1% 22,290 $1.3M
Blue Trust, Inc. 0.01% Add +14.8% 22,057 $1.2M
Florida Trust Wealth Management Co 0.04% Add +3.5% 21,628 $1.2M
Inspire Advisors, LLC 0.13% Add +100.1% 21,584 $1.2M
CI Investments Inc. 0.00% Add +18.4% 21,168 $1.2M
Andra AP-fonden 0.02% No change 20,882 $1.2M
Harbor Capital Advisors, Inc. 0.05% Reduce -0.6% 20,728 $1.2M
Tredje AP-fonden 0.01% Reduce -86.3% 20,631 $1.2M
Spirit of America Management Corp. 0.24% Add +5.1% 20,600 $1.2M
Platform Technology Partners 0.30% Add +5.4% 20,535 $1.2M
ABN AMRO Bank N.V. 0.02% Reduce -56.9% 20,429 $1.2M
Concord Asset Management, LLC 0.17% Add +36.6% 20,445 $1.2M
Concord Wealth Partners 0.17% Add +39.7% 20,445 $1.2M
Trust Co. of Toledo NA 0.13% Reduce -4.8% 20,405 $1.2M
Cullinan Associates Inc. 0.08% Reduce -3.3% 20,378 $1.2M
Empowered Funds, LLC 0.01% Add +15.7% 20,335 $1.1M
Snowden Capital Advisors LLC 0.03% Add +1.4% 20,238 $1.1M
Aptus Capital Advisors, LLC 0.01% Add +4.3% 20,235 $1.1M
HUB Investment Partners, LLC 0.04% Add +1.8% 20,119 $1.1M
NovaPoint Capital, LLC 0.35% Add +7.3% 20,099 $1.1M
Burke & Herbert Bank & Trust Co. 0.25% Reduce -1.2% 20,029 $1.1M
Merit Financial Group, LLC 0.01% Add +29.4% 19,969 $1.1M
Pettyjohn, Wood & White, Inc. 0.20% Reduce -5.4% 19,953 $1.1M
Frank, Rimerman Advisors LLC 0.08% Add +17.7% 19,876 $1.1M
Danske Bank A/S 0.00% Add +54.7% 19,800 $1.1M
Verus Financial Partners, Inc. 0.11% Add +20.9% 19,323 $1.1M
NBT Bank, N.A. 0.08% Add +10.8% 19,466 $1.1M
Woodstock Corp. 0.10% Add +11.7% 19,394 $1.1M
City Holding Co. 0.14% Reduce -1.2% 19,287 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Add +13.0% 19,155 $1.1M
Summit Trail Advisors, LLC 0.02% Add +21.2% 19,097 $1.1M
Donaldson Capital Management, LLC 0.04% Add +4.5% 19,003 $1.1M
Mufg Securities Americas Inc. 0.09% Add +27.1% 18,900 $1.1M
Marietta Investment Partners LLC 0.23% No change 18,884 $1.1M
Rossby Financial, LCC 0.40% Add +2.0% 18,857 $1.1M
Glenview Trust Co 0.02% Add +67.3% 18,839 $1.1M
Stock Yards Bank & Trust Co. 0.04% Reduce -4.1% 18,786 $1.1M
Cohen Klingenstein LLC 0.04% No change 18,700 $1.1M
Sterling Capital Management LLC 0.01% Reduce -66.5% 18,693 $1.1M
Radnor Capital Management, LLC 0.17% Add +1.2% 18,620 $1.1M
Adage Capital Partners Gp, L.L.C. 0.00% New 18,611 $1.1M
Peoples Financial Services Corp. 0.52% Reduce -4.5% 18,609 $1.1M
44 Wealth Management LLC 0.37% Add +66.4% 18,286 $1.0M
Benjamin Edwards Inc. 0.01% Add +79.8% 18,248 $1.0M
Waverly Advisors, LLC 0.01% Add +4.3% 18,138 $1.0M
Daymark Wealth Partners, LLC 0.04% Reduce -5.4% 18,081 $1.0M
Principal Securities, Inc. 0.02% Add +14.0% 18,004 $1.0M
Rbo & Co. LLC 0.16% No change 17,976 $1.0M
Focus Partners Advisor Solutions, LLC 0.01% Add +14.6% 17,958 $1.0M
Elevated Capital Advisors, LLC 0.28% No change 18,080 $1.0M
Sigma Planning Corp 0.03% Reduce -25.0% 17,880 $1.0M
Mason & Associates, LLC 0.25% Reduce -1.4% 17,812 $1.0M
Chicago Capital, LLC 0.02% Add +39.9% 17,669 $999K
Waters Parkerson & Co., LLC 0.05% No change 17,626 $996K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -18.0% 17,617 $995K
Scotia Capital Inc. 0.00% Add +2.5% 17,578 $993K
Founders Financial Alliance, LLC 0.23% Reduce -2.3% 17,549 $992K
Elmwood Wealth Management, Inc. 0.39% Add +0.1% 17,224 $973K
Praxis Investment Management Inc. 0.06% Reduce -42.2% 17,170 $970K
Stonegate Investment Group, LLC 0.02% Add +13.0% 17,145 $969K
Keystone Financial Group 0.09% Add +1.2% 17,103 $968K
Prime Capital Investment Advisors, LLC 0.01% Reduce -25.0% 16,981 $960K
Signaturefd, LLC 0.02% Add +2.9% 16,877 $954K
Spire Wealth Management 0.03% Reduce -28.1% 16,823 $951K
Geneos Wealth Management Inc. 0.02% Add +48.4% 16,817 $950K
Salvus Wealth Management, LLC 0.55% Add +32.3% 16,774 $948K
Beacon Pointe Advisors, LLC 0.01% Reduce -13.3% 16,715 $945K
IFP Advisors, Inc 0.03% Reduce -2.3% 16,713 $945K
Beck Mack & Oliver LLC 0.02% No change 16,693 $943K
Thomasville National Bank 0.06% Reduce -7.6% 16,637 $940K
Cornerstone Wealth Group, LLC 0.07% Reduce -8.8% 16,629 $940K
Chesley Taft & Associates LLC 0.04% No change 16,577 $937K
Innovative Wealth Building LLC 0.77% Add +1.0% 16,443 $929K
First Financial Bankshares Inc 0.02% New 16,384 $926K
Wealthcare Advisory Partners LLC 0.02% Add +6.5% 16,382 $926K
First Horizon Advisors, Inc. 0.02% Reduce -0.4% 16,252 $919K
Future Fund LLC 0.41% Add +10.2% 16,102 $910K
Trust Co. of Vermont 0.04% Reduce -0.9% 16,015 $905K
Mainstay Capital Management LLC 0.04% Add +100.0% 15,918 $900K
Essex Financial Services, Inc. 0.06% Reduce -1.2% 15,908 $899K
PBMares Wealth Management LLC 0.16% Reduce -13.5% 15,746 $890K
Blue Edge Capital, LLC 0.13% No change 15,700 $887K
Qtron Investments LLC 0.11% New 15,681 $886K
Jacobi Capital Management LLC 0.06% Add +0.9% 15,663 $885K
Belpointe Asset Management LLC 0.04% Reduce -0.8% 15,580 $881K
Patten Group, Inc. 0.19% Add +3.6% 15,544 $879K
Gallagher Fiduciary Advisors, LLC 0.03% Add +0.0% 15,520 $877K
Keel Point, LLC 0.06% Add +293.1% 15,433 $872K
Jeppson Wealth Management, LLC 0.30% Add +4.8% 15,414 $871K
EP Wealth Advisors, LLC 0.01% Reduce -0.1% 15,380 $869K
Haverford Trust Co 0.01% Reduce -1.8% 15,363 $868K
FineMark National Bank & Trust 0.03% Add +9.1% 15,292 $864K
Atria Wealth Solutions, Inc. 0.02% Reduce -67.8% 15,273 $864K
StoneX Group Inc. 0.04% Add +3.5% 15,202 $859K
Culbertson A N & Co. Inc. 0.13% Reduce -1.2% 15,167 $857K
Prudential PLC 0.01% No change 15,050 $851K
Greenleaf Trust 0.01% Reduce -4.9% 15,041 $850K
Foundations Investment Advisors, LLC 0.01% Add +40.0% 15,037 $850K
Ceeto Capital Group, LLC 0.30% No change 15,000 $848K
Hilltop Holdings Inc. 0.05% Add +0.7% 14,989 $847K
Eagle Harbor Asset Management Inc. 0.82% Add +0.3% 14,964 $846K
CoreCap Advisors, LLC 0.03% Add +9.8% 14,823 $838K
Vista Investment Management 0.31% No change 14,806 $837K
Whitener Capital Management, Inc. 0.22% Reduce -0.4% 14,805 $837K
Shelton Wealth Management, LLC 0.42% Add +6.0% 14,782 $835K
Trivium Point Advisory, LLC 0.09% Reduce -7.5% 14,749 $834K
Farmers & Merchants Investments Inc. 0.02% Reduce -8.1% 14,710 $831K
Bragg Financial Advisors, Inc 0.03% Reduce -26.1% 14,692 $830K
TD Private Client Wealth LLC 0.02% Add +72.1% 14,646 $828K
Marco Investment Management LLC 0.07% Add +5.4% 14,634 $827K
Heritage Wealth Advisors 0.04% Add +0.2% 14,508 $820K
Excalibur Management Corp. 0.30% Reduce -1.9% 14,370 $812K
Sagespring Wealth Partners, LLC 0.02% Add +30.3% 14,297 $808K
Clarion Wealth Managment Partners, LLC 0.88% — 14,258 $806K
TCI Wealth Advisors, Inc. 0.06% Add +0.2% 14,200 $803K
Meeder Advisory Services, Inc. 0.04% Add +0.6% 14,140 $799K
Exencial Wealth Advisors, LLC 0.03% Reduce -6.8% 14,139 $799K
Meridian Financial Partners LLC 0.38% No change 14,134 $799K
Arrow Financial Corp 0.08% Reduce -7.4% 14,089 $796K
Ballentine Partners, LLC 0.01% Reduce -1.9% 14,062 $795K
Dominguez Wealth Management Solutions, Inc. 0.55% Add +1.1% 14,039 $793K
TCTC Holdings, LLC 0.03% No change 14,028 $793K
VCI Wealth Management LLC 0.28% Add +12.3% 13,999 $791K
Sovereign Financial Group, Inc. 0.16% Reduce -9.9% 13,969 $790K
Longfellow Investment Management Co. LLC 0.19% No change 13,937 $788K
Zacks Investment Management 0.01% New 13,929 $787K
Confluence Wealth Services, Inc. 0.04% Reduce -10.0% 13,917 $787K
Cornercap Investment Counsel Inc. 0.41% Reduce -2.2% 13,821 $781K
Acorn Financial Advisory Services Inc. 0.13% Reduce -1.3% 13,737 $776K
Lazard Asset Management LLC 0.00% Reduce -89.6% 13,752 $776K
Bearing Point Capital, LLC 0.14% Add +3.0% 13,700 $774K
UMB Bank, n.a. 0.01% Reduce -6.0% 13,559 $766K
Diversify Advisory Services, LLC 0.03% New 12,401 $760K
Ables, Iannone, Moore & Associates, Inc. 0.47% Reduce -3.4% 13,430 $759K
Navalign, LLC 0.21% Reduce -1.3% 13,412 $758K
Callan Family Office, LLC 0.02% New 13,366 $755K
Archford Capital Strategies, LLC 0.10% Reduce -0.4% 13,324 $753K
International Assets Investment Management, LLC 0.06% Reduce -48.6% 13,282 $751K
CWA Asset Management Group, LLC 0.03% Add +18.0% 13,224 $747K
Elm Partners Management LLC 0.04% New 13,069 $739K
Global Retirement Partners, LLC 0.02% — 13,017 $736K
Farther Finance Advisors, LLC 0.01% Add +7.3% 12,967 $733K
Cadence Bank 0.05% Add +5.5% 12,933 $731K
Main Street Group, LTD 0.26% Reduce -3.5% 12,917 $730K
TCW Group Inc. 0.01% Add +4.0% 12,911 $730K
Equitable Holdings, Inc. 0.01% Add +35.8% 12,908 $730K
Wbi Investments, LLC 0.19% Reduce -74.7% 12,882 $728K
HBW Advisory Services LLC 0.09% Add +1.1% 12,797 $723K
Claris Financial LLC 0.54% Reduce -21.6% 12,788 $723K
Birch Hill Investment Advisors LLC 0.03% Reduce -33.9% 12,787 $723K
My Legacy Advisors, LLC 0.26% Add +2.6% 12,418 $722K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -17.0% 12,733 $720K
Meridian Wealth Management, LLC 0.03% Add +0.3% 12,709 $718K
First Heartland Consultants, Inc. 0.06% New 12,706 $718K
BCGM Wealth Management, LLC 0.20% Add +3.3% 12,624 $714K
Prosperity Consulting Group, LLC 0.05% Reduce -11.9% 12,553 $710K
Chickasaw Capital Management LLC 0.03% No change 12,544 $709K
Good Life Advisors, LLC 0.04% Reduce -10.2% 12,542 $709K
Canada Post Corp Registered Pension Plan 0.04% New 12,477 $705K
RiverFront Investment Group, LLC 0.01% Add +15.4% 12,477 $705K
SouthState Bank Corp 0.03% Add +3.7% 12,431 $703K
Parcion Private Wealth LLC 0.05% Add +1.8% 12,425 $702K
Ethic Inc. 0.01% Add +1.7% 12,534 $700K
Readystate Asset Management LP 0.05% New 12,344 $698K
NorthRock Partners, LLC 0.02% Add +24.4% 12,327 $696K
Saturna Capital Corp. 0.01% Add +0.4% 12,315 $696K
San Luis Wealth Advisors LLC 0.15% Add +3.5% 12,267 $693K
Brown Brothers Harriman & Co. 0.00% Reduce -9.5% 12,197 $689K
SPC Financial, Inc. 0.06% Add +1.4% 12,179 $688K
Seneca House Advisors 0.29% Add +1.3% 12,157 $687K
Venture Visionary Partners LLC 0.03% Add +1.1% 12,146 $687K
Csenge Advisory Group 0.04% Reduce -0.3% 12,109 $686K
Holderness Investments Co. 0.15% Add +0.3% 12,118 $685K
Siemens Fonds Invest GmbH 0.04% Add +22.9% 12,111 $685K
Rahlfs Capital, LLC 0.62% New 12,050 $681K
Ti-Trust, Inc. 0.45% No change 11,929 $674K
Dover Advisors, LLC 0.30% Reduce -29.4% 11,920 $674K
Ingalls & Snyder LLC 0.02% No change 11,851 $670K
Liberty One Investment Management, LLC 0.07% Reduce -5.7% 11,842 $669K
Brighton Jones LLC 0.02% Add +40.0% 11,824 $668K
Bokf, NA 0.01% Add +4.6% 11,797 $667K
Adalta Capital Management LLC 0.33% No change 11,700 $661K
Vista Investment Partners LLC 0.19% Reduce -0.5% 11,642 $658K
GTS Securities LLC 0.03% Reduce -66.3% 11,638 $658K
Baltimore-Washington Financial Advisors, Inc. 0.03% Reduce -0.1% 11,598 $656K
Savant Capital, LLC 0.00% Reduce -5.2% 11,579 $654K
Caldwell Trust Co 0.07% No change 11,522 $651K
Pallas Capital Advisors LLC 0.02% Reduce -0.9% 11,496 $650K
RFG Advisory, LLC 0.02% Add +72.3% 11,481 $649K
Brooklyn Investment Group 0.09% Add +10.6% 11,455 $647K
Hendershot Investments Inc. 0.09% Reduce -1.3% 11,433 $646K
V-Square Quantitative Management LLC 0.09% Reduce -1.8% 11,416 $645K
QRG Capital Management, Inc. 0.01% Add +25.4% 11,248 $636K
Generali Investments CEE, investicni spolecnost, a.s. 0.05% No change 11,200 $633K
Sumitomo Life Insurance Co. 0.04% Reduce -4.8% 11,200 $633K
Agf Management Ltd. 0.00% Reduce -80.9% 11,157 $631K
Heritage Investors Management Corp. 0.02% Reduce -28.3% 11,128 $629K
Allianz SE 0.01% Add +37.0% 11,120 $629K
Oak Thistle LLC 0.09% New 11,118 $628K
LongView Wealth Management 0.19% Add +1.2% 10,991 $621K
Midwest Professional Planners, LTD. 0.16% Add +2.7% 10,966 $620K
Bay Capital Advisors, LLC 0.47% No change 10,952 $619K
Cullen/Frost Bankers, Inc. 0.01% Add +0.1% 10,946 $619K
Plimoth Trust Co. LLC 0.15% Reduce -0.2% 10,935 $618K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.5% 10,897 $616K
Capital Asset Advisory Services LLC 0.03% Add +0.1% 10,677 $616K
Anchor Investment Management, LLC 0.05% Reduce -2.9% 10,882 $615K
SummitTX Capital, L.P. 0.03% New 10,866 $614K
Chemung Canal Trust Co. 0.13% Reduce -0.3% 10,802 $611K
Centennial Wealth Advisory LLC 0.19% Add +6.0% 10,795 $610K
Pittenger & Anderson Inc. 0.02% No change 10,750 $608K
Insigneo Advisory Services, LLC 0.05% Add +21.1% 10,706 $605K
Fidelis Capital Partners, LLC 0.05% Add +2.4% 9,888 $603K
Moneco Advisors, LLC 0.06% Reduce -71.5% 10,627 $601K
Altshuler Shaham Ltd 0.02% Add +27.6% 10,598 $599K
Key Financial Inc 0.12% No change 10,593 $599K
Sharp Wealth Advisory, LLC 0.39% Reduce -5.2% 10,579 $598K
Miller Financial Services LLC 0.75% Reduce -18.3% 10,394 $587K
Joel Isaacson & Co., LLC 0.02% Add +0.7% 10,373 $586K
First National Trust Co 0.02% Reduce -13.7% 10,359 $585K
Legacy Financial Advisors, Inc. 0.09% Add +5.4% 10,357 $585K
NTV Asset Management LLC 0.07% Reduce -2.1% 10,348 $585K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 10,327 $584K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -1.1% 10,167 $575K
Phoenix Wealth Advisors 0.24% Add +0.0% 10,143 $573K
Ancora Advisors LLC 0.01% Reduce -2.4% 10,141 $573K
Commerzbank Aktiengesellschaft 0.01% No change 10,125 $573K
HighPoint Advisor Group LLC 0.03% Reduce -0.5% 10,132 $573K
Essential Partners LLC 0.23% — 10,114 $572K
TFG Advisers LLC 0.19% Add +5.4% 10,058 $568K
Ostrum Asset Management 0.03% Add +101.0% 10,041 $568K
Hayek Kallen Investment Management 0.19% Add +7.5% 10,028 $567K
Brevan Howard Capital Management LP 0.01% New 10,004 $565K
Stratos Wealth Advisors, LLC 0.03% Reduce -7.9% 10,001 $565K
Oak Hill Wealth Advisors, LLC 0.12% Add +10.0% 10,012 $564K
Kingswood Wealth Advisors, LLC 0.04% Add +0.2% 9,926 $561K
Wealthspire Advisors, LLC 0.00% Reduce -24.3% 9,860 $557K
IRON Financial LLC 0.29% Reduce -0.3% 9,821 $555K
Adams Wealth Management 0.11% Reduce -20.0% 9,814 $555K
CacheTech Inc. 0.10% Reduce -20.0% 9,814 $555K
Camelot Portfolios, LLC 0.33% Reduce -0.1% 9,803 $554K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -10.3% 9,764 $552K
Two Sigma Investments, LP 0.00% Reduce -80.6% 9,720 $549K
VeraBank, N.A. 0.11% Add +11.9% 9,699 $548K
Modera Wealth Management, LLC 0.01% Add +2.7% 9,688 $548K
Cordgrass Capital Advisors, LLC 0.15% No change 9,624 $544K
Leavell Investment Management, Inc. 0.02% Reduce -2.1% 9,595 $542K
Coppell Advisory Solutions LLC 0.06% Add +67.0% 9,680 $541K
Eastern Bank 0.01% No change 9,502 $537K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -5.0% 9,464 $535K
Tower Research Capital LLC (TRC) 0.01% Reduce -86.7% 9,385 $530K
Parallel Advisors, LLC 0.01% Reduce -6.8% 9,333 $528K
Two Sigma Advisers, LP 0.00% Reduce -95.4% 9,300 $526K
U.S. Capital Wealth Advisors, LLC 0.02% Add +4.0% 9,278 $524K
Wedbush Securities Inc. 0.02% Reduce -27.8% 9,229 $522K
Chapman Financial Group, LLC 0.44% — 9,210 $521K
Hughes Financial Services, LLC 0.09% Add +3.3% 8,536 $520K
Heritage Trust Co 0.06% Reduce -9.8% 9,198 $520K
World Investment Advisors 0.01% Reduce -46.1% 9,154 $517K
Compound Planning, Inc. 0.02% Add +1.0% 9,124 $516K
HM Payson & Co. 0.01% Reduce -2.5% 9,112 $515K
Institute for Wealth Management, LLC. 0.06% Add +120.3% 9,100 $514K
Smith, Moore & Co. 0.04% Reduce -2.2% 9,090 $514K
Strategic Blueprint, LLC 0.03% Add +13.3% 9,054 $512K
Armstrong Advisory Group, Inc. 0.04% Reduce -12.7% 9,014 $509K
Lawson Kroeker Investment Management Inc. 0.09% No change 9,007 $509K
1620 Investment Advisors, Inc. 0.37% Add +2.8% 9,002 $509K
AlphaStar Capital Management, LLC 0.04% Reduce -26.7% 8,973 $507K
Members Trust Co 0.02% Reduce -31.9% 8,947 $506K
Maridea Wealth Management LLC 0.13% Add +2.1% 8,940 $505K
Catalyst Financial Partners LLC 0.06% Add +16.9% 8,927 $505K
Mutual Advisors, LLC 0.01% Add +3.8% 8,558 $503K
Voleon Capital Management LP 0.03% Add +27.2% 8,861 $501K
Premier Path Wealth Partners, LLC 0.07% Reduce -0.1% 8,782 $496K
Carnegie Investment Counsel 0.01% Reduce -42.6% 8,770 $496K
Nations Financial Group Inc, /Ia/ 0.03% Add +1.3% 8,757 $495K
Rowlandmiller & Partners.adv 0.10% Reduce -0.8% 8,740 $494K
Pinnacle Financial Partners Inc 0.01% Reduce -2.7% 8,719 $493K
Monograph Wealth Advisors, LLC 0.06% New 8,702 $492K
HBK Sorce Advisory LLC 0.01% Reduce -5.1% 8,687 $491K
Bison Wealth, LLC 0.04% New 8,546 $490K
Houlihan Financial Resource Group, Ltd. 0.20% Add +0.1% 8,635 $490K
Bay Rivers Group 0.22% Reduce -69.1% 8,629 $488K
Hardin Capital Partners, LLC 0.29% Reduce -3.3% 8,459 $488K
DiNuzzo Private Wealth, Inc. 0.06% Add +1.1% 8,605 $486K
Pointe Capital Management LLC 0.25% Reduce -1.1% 8,600 $486K
SeaCrest Wealth Management, LLC 0.05% Add +6.1% 8,558 $484K
Citizens Financial Group Inc. 0.01% Add +32.8% 8,556 $484K
Wedmont Private Capital 0.02% Add +46.0% 8,437 $482K
SS&H Financial Advisors, Inc. 0.16% Reduce -1.2% 8,493 $480K
Commonwealth Retirement Investments LLC 0.18% Add +0.1% 8,475 $479K
Richard W. Paul & Associates, LLC 0.17% Add +0.6% 8,472 $479K
First Bank & Trust 0.09% Reduce -42.3% 8,461 $478K
Burney Co./ 0.02% Reduce -2.3% 8,460 $478K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -84.8% 8,415 $476K
United Asset Strategies, Inc. 0.04% Reduce -7.1% 8,392 $474K
Crestwood Advisors Group, LLC 0.01% Add +5.4% 8,294 $469K
Cigna Investments Inc. 0.08% Reduce -1.1% 8,280 $468K
Mgo One Seven LLC 0.02% Add +1.5% 8,278 $468K
Kentucky Trust Co 0.27% Reduce -2.4% 8,265 $467K
Legacy Wealth Asset Management, LLC 0.12% Add +1.9% 8,158 $461K
Kidder Stephen W 0.14% No change 8,157 $461K
Outfitters Financial LLC 0.39% Reduce -0.3% 8,130 $460K
Manchester Capital Management LLC 0.06% Add +6.1% 8,086 $457K
Perigon Wealth Management, LLC 0.01% Add +31.1% 8,079 $457K
Farmers Trust Co. 0.09% Reduce -7.1% 8,076 $456K
Empire Financial Management Company, LLC 0.13% No change 8,054 $455K
Birchcreek Wealth Management, LLC 0.26% No change 8,051 $455K
Ameritas Investment Partners, Inc. 0.01% Reduce -1.7% 8,049 $455K
Bessemer Group Inc. 0.00% Reduce -14.7% 8,017 $453K
Graver Capital Management, LLC 0.40% No change 8,000 $452K
Chase Investment Counsel Corp. 0.14% New 8,009 $452K
Apella Capital, LLC 0.01% Reduce -5.1% 7,961 $449K
Shell Asset Management Co. 0.02% Add +66.5% 7,830 $443K
ICW Investment Advisors LLC 0.17% Add +2.1% 7,835 $443K
Summit Financial, LLC 0.01% Add +99.4% 7,819 $442K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.16% No change 7,806 $441K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.4% 7,804 $441K
Quotient Wealth Partners, LLC 0.01% Add +2.4% 7,795 $441K
1ST Source Bank 0.02% Reduce -0.9% 7,783 $440K
Cobblestone Capital Advisors LLC 0.02% Add +11.1% 7,782 $440K
RVW Wealth, LLC 0.04% Reduce -1.1% 7,725 $437K
Cornerstone Wealth Management, LLC 0.03% Add +0.1% 7,722 $436K
Total Wealth Planning & Management, Inc. 0.38% Add +2.4% 7,721 $436K
Harmony Asset Management LLC 0.16% Add +0.1% 7,705 $436K
Point Windward Advisors Inc. 0.20% No change 7,700 $435K
Optimum Investment Advisors 0.19% Add +107.4% 7,675 $434K
Guardian Wealth Advisors, LLC / NC 0.03% Add +1.8% 7,671 $434K
Signature Estate & Investment Advisors LLC 0.01% Add +5.3% 7,659 $433K
Triangle Securities Wealth Management 0.11% Reduce -27.9% 7,629 $431K
Koshinski Asset Management, Inc. 0.03% Add +2.9% 7,613 $430K
Welch Group, LLC 0.02% Add +3.2% 7,597 $429K
Linscomb Wealth, Inc. 0.02% Reduce -30.1% 7,595 $429K
Fiduciary Group, LLC 0.04% Reduce -1.6% 7,592 $429K
Wealth Quarterback LLC 0.20% Add +27.3% 7,585 $429K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -8.0% 7,582 $429K
Kovack Advisors, Inc. 0.04% Reduce -23.3% 7,510 $424K
Sard Wealth Management Group, LLC 0.26% No change 7,490 $423K
Hantz Financial Services, Inc. 0.01% Add +6.2% 7,444 $421K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% New 7,432 $420K
Cidel Asset Management Inc. 0.03% No change 7,413 $419K
Moneta Group Investment Advisors LLC 0.01% Reduce -5.0% 7,410 $419K
Family Legacy Financial Solutions, LLC 0.35% — 7,404 $419K
Walleye Capital LLC 0.00% Reduce -44.8% 7,353 $416K
JBR Co Financial Management Inc 0.20% Reduce -4.5% 7,332 $414K
Investors Research Corp 0.08% No change 7,282 $412K
MIdWestOne Financial Group, Inc. 0.05% No change 7,210 $408K
Pure Financial Advisors, LLC 0.01% Add +58.8% 7,106 $402K
49 Wealth Management, LLC 0.04% Add +20.5% 7,061 $399K
Private Wealth Partners, LLC 0.03% No change 7,045 $398K
International Private Wealth Advisors LLC 0.34% Reduce -1.6% 7,033 $398K
Colonial Trust Co / SC 0.06% Reduce -3.3% 7,011 $396K
Stokes Family Office, LLC 0.04% No change 7,002 $396K
West Tower Group, LLC 0.86% No change 7,000 $396K
FourThought Financial Partners, LLC 0.04% Reduce -4.8% 6,961 $393K
Parsons Capital Management Inc. 0.02% No change 6,939 $392K
Cornerstone Advisory, LLC 0.04% Reduce -6.3% 6,915 $391K
BLB&B Advisors, LLC 0.02% Reduce -1.4% 6,903 $390K
Mystic Asset Management, Inc. 0.09% Add +10.3% 6,897 $390K
Nilsine Partners, LLC 0.04% Reduce -48.1% 6,851 $387K
Sunbelt Securities, Inc. 0.03% Add +4.6% 7,110 $383K
Register Financial Advisors LLC 0.17% Add +55.4% 6,760 $382K
Arkos Global Advisors 0.05% Add +9.6% 6,721 $380K
Fiduciary Alliance LLC 0.03% Add +32.2% 6,723 $380K
Three Magnolias Financial Advisors, LLC 0.26% No change 6,629 $376K
United Bank 0.04% Reduce -0.7% 6,643 $375K
Cobblestone Asset Management LLC 0.20% Add +3.2% 6,620 $374K
A. D. Beadell Investment Counsel, Inc. 0.29% Reduce -5.4% 6,625 $374K
Cresset Asset Management, LLC 0.00% Reduce -64.5% 6,617 $374K
Hudock, Inc. 0.06% Add +0.1% 6,608 $374K
Abacus Planning Group, Inc. 0.06% Reduce -4.4% 6,574 $372K
EverSource Wealth Advisors, LLC 0.02% Reduce -65.6% 6,573 $372K
Harbour Investments, Inc. 0.01% Reduce -1.4% 6,559 $371K
Campbell Deegan Wealth Management, LLC 0.36% Add +1.8% 6,542 $370K
Alpha Family Trust 0.18% No change 6,540 $370K
Centurion Wealth Management LLC 0.11% Add +1.1% 6,504 $368K
Headinvest, LLC 0.08% Reduce -20.5% 6,477 $366K
Capital Analysts, LLC 0.01% No change 6,478 $366K
OLIO Financial Planning 0.12% Add +10.3% 6,464 $365K
St Germain D J Co. Inc. 0.02% Add +26.1% 6,442 $364K
Composition Wealth, LLC 0.01% Add +22.9% 6,442 $364K
Thrive Capital Management, LLC 0.11% Add +0.1% 6,420 $363K
Busey Bank 0.01% Reduce -3.6% 6,419 $363K
Smith Group Asset Management, LLC 0.02% No change 6,400 $362K
LCNB Corp. 0.13% Add +4.7% 6,331 $358K
Montag A & Associates Inc. 0.02% No change 6,316 $357K
Mechanics Bank Trust Department 0.05% Reduce -19.1% 6,260 $354K
Evermay Wealth Management LLC 0.04% Reduce -15.9% 6,238 $353K
Private Client Services, LLC 0.14% Add +3.1% 6,234 $352K
Chiron Capital Management, LLC 0.30% Reduce -8.8% 6,198 $350K
Sax Wealth Advisors, LLC 0.02% Add +50.7% 6,166 $348K
Evoke Wealth, LLC 0.01% Add +42.4% 6,147 $347K
Walker Asset Management, LLC 0.20% Reduce -0.0% 6,077 $343K
Clarius Group, LLC 0.02% Reduce -4.3% 6,072 $343K
Curat Global, LLC 0.33% No change 6,065 $343K
Cypress Capital Group 0.04% Reduce -5.7% 6,015 $340K
Edgestream Partners, L.P. 0.01% New 6,013 $340K
United Advisor Group, LLC 0.06% Add +6.3% 6,012 $340K
Hummer Financial Advisory Services Inc 0.25% No change 6,001 $339K
Brown Miller Wealth Management, LLC 0.11% Add +0.2% 6,000 $339K
Allen Mooney & Barnes Investment Advisors LLC 0.06% No change 5,975 $338K
Financial Sense Advisors, Inc. 0.08% Add +0.1% 5,970 $337K
Cullen Capital Management, LLC 0.00% Reduce -13.7% 5,936 $336K
Transcend Capital Advisors, LLC 0.03% New 5,912 $334K
Optas, LLC 0.06% New 5,908 $334K
SBI Securities Co., Ltd. 0.01% Add +5.3% 5,882 $332K
CX Institutional 0.01% Reduce -1.1% 5,879 $332K
Aviance Capital Partners, LLC 0.04% Add +4.1% 5,868 $332K
Dynamic Advisor Solutions LLC 0.01% Reduce -2.8% 5,856 $331K
Johnson Investment Counsel Inc. 0.00% Reduce -16.9% 5,840 $330K
Northwest Bancshares, Inc. 0.06% No change 5,829 $329K
Caldwell Sutter Capital, Inc. 0.15% Reduce -1.9% 5,824 $329K
Evergreen Capital Management LLC 0.01% Add +1.4% 5,818 $329K
RFG - Bristol Wealth Advisors, LLC 0.10% Reduce -45.4% 5,817 $329K
Salem Investment Counselors Inc. 0.01% Reduce -2.5% 5,817 $329K
Aspiriant, LLC 0.01% Reduce -0.3% 5,794 $327K
Capital Management Corp. 0.06% Reduce -7.2% 5,789 $327K
Fruth Investment Management 0.09% Reduce -3.8% 5,799 $327K
Smithfield Trust Co 0.02% No change 5,800 $327K
Smartleaf Asset Management LLC 0.03% Reduce -9.9% 5,835 $326K
First National Bank & Trust Co. of Newtown 0.07% No change 5,763 $326K
Graypoint LLC 0.02% Reduce -8.0% 5,754 $325K
denkapparat Operations GmbH 0.26% Reduce -26.5% 5,696 $322K
Triad Wealth Partners, LLC 0.06% Add +13.0% 5,686 $321K
Adirondack Trust Co. 0.12% No change 5,672 $321K
Luts & Greenleigh Group, Inc. 0.31% Reduce -2.2% 5,670 $320K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +1.0% 5,657 $320K
Fragasso Financial Advisors Inc 0.02% Reduce -4.2% 5,649 $319K
Thompson Davis & Co., Inc. 0.22% Reduce -4.0% 5,628 $318K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -1.1% 5,600 $317K
Sequent Planning LLC 0.10% New 5,597 $316K
Northstar Advisory Group, LLC 0.15% Reduce -3.1% 5,557 $314K
Formidable Asset Management, LLC 0.05% No change 5,587 $313K
IFG Advisory, LLC 0.02% Add +0.3% 5,512 $312K
NDWM LLC 0.23% New 5,500 $311K
Howard Capital Management, LLC 0.00% Add +10.8% 5,479 $310K
IFC Advisors LLC 0.06% Reduce -2.6% 5,452 $308K
Hartford Financial Management Inc. 0.08% Reduce -82.7% 5,435 $307K
Journey Strategic Wealth LLC 0.01% Add +44.0% 5,385 $304K
Sfmg, LLC 0.02% Reduce -0.2% 5,350 $302K
Blue Fin Capital, Inc. 0.05% Reduce -0.2% 5,292 $299K
Berger Financial Group, Inc 0.02% Add +0.5% 5,266 $298K
First Command Advisory Services, Inc. 0.00% No change 5,183 $293K
Mather Group, Llc. 0.00% Add +3.4% 5,176 $293K
Sowell Financial Services LLC 0.01% Reduce -8.3% 5,130 $290K
Manske Wealth Management 0.10% Add +0.1% 5,122 $289K
Compass Ion Advisors, LLC 0.03% Reduce -0.2% 5,112 $289K
Campion Asset Management 0.22% Reduce -3.8% 5,101 $288K
Interchange Capital Partners, LLC 0.07% Add +4.2% 5,100 $288K
Sage Mountain Advisors LLC 0.02% New 5,100 $288K
HF Advisory Group, LLC 0.11% Reduce -2.6% 5,087 $288K
Schmidt P J Investment Management Inc. 0.05% Add +5.6% 5,084 $287K
Strive Asset Management, LLC 0.17% Reduce -52.0% 5,080 $287K
Sheets Smith Wealth Management 0.03% Reduce -12.2% 5,076 $287K
Forum Financial Management, LP 0.00% Add +28.3% 5,072 $287K
Chicago Partners Investment Group LLC 0.01% Add +21.2% 4,907 $286K
Ameritas Advisory Services, LLC 0.01% Reduce -34.5% 5,055 $286K
Hennion & Walsh Asset Management, Inc. 0.01% New 5,031 $284K
Lantern Wealth Advisors, LLC 0.17% — 5,005 $283K
Longview Financial Advisors, Inc. 0.24% Reduce -0.2% 4,996 $282K
Sivia Capital Partners, LLC 0.10% Reduce -6.9% 4,995 $282K
Versant Capital Management, Inc 0.04% Add +2.7% 4,987 $282K
Essex Bank 0.07% Reduce -9.1% 4,986 $282K
Citizens National Bank Trust Department 0.06% No change 4,973 $281K
Checchi Capital Advisers, LLC 0.02% Reduce -12.1% 4,961 $280K
Nicolet Advisory Services, LLC 0.02% Add +17.8% 4,615 $279K
Tull Financial Group, Inc. 0.13% New 4,907 $277K
Private Trust Co. NA 0.03% Reduce -5.6% 4,891 $276K
Whittier Trust Co. 0.00% No change 4,852 $274K
Dividend Assets Capital, LLC 0.05% No change 4,842 $274K
Aaron Wealth Advisors LLC 0.03% Reduce -11.8% 4,832 $273K
ZWJ Investment Counsel Inc. 0.01% Reduce -24.0% 4,800 $271K
Wolverine Asset Management LLC 0.02% No change 4,799 $271K
Alpha Cubed Investments, LLC 0.01% Reduce -7.5% 4,798 $271K
Westbourne Investments, Inc. 0.14% Reduce -34.7% 4,790 $271K
Fort Washington Investment Advisors Inc. 0.00% Reduce -10.3% 4,763 $269K
Herold Advisors, Inc. 0.06% No change 4,760 $269K
AdvisorNet Financial, Inc 0.02% Add +0.5% 4,758 $269K
Larson Financial Group LLC 0.01% Add +199.4% 4,746 $268K
Kinloch Capital, LLC 0.12% Add +0.1% 4,742 $268K
Prossimo Advisors, LLC 0.22% Add +20.4% 4,735 $268K
Independent Financial Group, LLC 0.01% Add +6.0% 4,738 $268K
Investment Partners Asset Management, Inc. 0.19% No change 4,729 $267K
GWN Securities Inc. 0.05% Reduce -25.3% 4,701 $267K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -10.1% 4,712 $266K
ICONIQ Capital, LLC 0.00% Reduce -13.8% 4,705 $266K
Shelton Capital Management 0.01% No change 4,701 $266K
SVB Wealth LLC 0.01% Reduce -23.3% 4,669 $264K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -31.0% 4,661 $263K
Violich Capital Management, Inc. 0.04% Reduce -4.1% 4,655 $263K
Intrua Financial, LLC 0.04% Reduce -0.3% 4,642 $262K
Clare Market Investments LLC 0.06% New 4,618 $261K
Advisory Alpha, LLC 0.01% New 4,600 $260K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,600 $260K
Balboa Wealth Partners 0.05% Add +15.3% 4,594 $260K
First Eagle Investment Management, LLC 0.00% Add +16.4% 4,586 $259K
Meridian Financial Advisors, LLC 0.17% Reduce -3.5% 4,583 $259K
Regal Investment Advisors LLC 0.02% New 4,557 $258K
Ridgewood Investments LLC 0.11% Reduce -71.3% 4,552 $257K
Greatmark Investment Partners, Inc. 0.03% No change 4,550 $257K
Spectrum Wealth Advisory Group, LLC 0.12% Reduce -5.8% 4,548 $257K
Rehmann Capital Advisory Group 0.02% Reduce -20.6% 4,541 $257K
Wealth Alliance, LLC 0.03% Add +20.1% 4,539 $257K
Camden National Bank 0.04% Reduce -15.1% 4,532 $256K
PDS Planning, Inc 0.02% Reduce -4.9% 4,525 $256K
MKT Advisors LLC 0.10% Add +0.1% 4,428 $255K
Second Half Financial Partners, LLC 0.12% Reduce -0.5% 4,482 $253K
Aspect Partners, LLC 0.12% Add +0.4% 4,461 $252K
Alta Advisers Ltd 0.09% No change 4,461 $252K
Colonial Trust Advisors 0.02% Reduce -12.2% 4,461 $252K
Syon Capital LLC 0.02% Add +16.6% 4,449 $251K
MBB Public Markets I LLC 0.03% Reduce -18.9% 4,428 $250K
Chesapeake Wealth Management 0.08% Reduce -10.7% 4,401 $249K
First United Bank & Trust 0.09% Reduce -12.1% 4,388 $248K
Park National Corp. 0.01% No change 4,378 $247K
Verdence Capital Advisors LLC 0.02% Reduce -6.9% 4,365 $247K
CJM Wealth Advisers, Ltd. 0.08% Add +0.6% 4,344 $246K
Nabity-Jensen Investment Management Inc 0.18% Reduce -18.6% 4,341 $245K
JARISLOWSKY, FRASER Ltd 0.00% No change 4,336 $245K
Flynn Zito Capital Management, LLC 0.10% Reduce -12.5% 4,327 $245K
Diversified Trust Co. 0.01% Reduce -20.5% 4,315 $244K
Great Valley Advisor Group, Inc. 0.01% Reduce -7.2% 4,298 $243K
CreativeOne Wealth, LLC 0.01% Add +9.9% 4,293 $243K
Novak & Powell Financial Services, Inc. 0.17% Add +0.8% 4,288 $242K
Reliant Investment Partners, LLC 0.21% No change 4,283 $242K
Old Port Advisors 0.07% Reduce -23.1% 4,272 $241K
Cahaba Wealth Management, Inc. 0.02% Reduce -0.2% 4,267 $241K
Pinnacle West Asset Management, Inc. 0.17% Reduce -0.6% 4,270 $241K
Continuum Advisory, LLC 0.03% Add +10.2% 4,263 $241K
Virtus Advisers, LLC 0.15% New 4,250 $240K
Heritage Wealth Management, Inc. 0.08% No change 4,235 $239K
Banco Santander, S.A. 0.00% No change 4,232 $239K
MSH Capital Advisors LLC 0.07% Add +0.1% 4,230 $239K
Howard Bailey Securities, LLC 0.07% No change 4,187 $237K
NorthStar Asset Management LLC 0.12% Reduce -0.8% 4,183 $236K
Ritholtz Wealth Management 0.01% New 4,182 $236K
Patton Fund Management, Inc. 0.05% New 4,160 $235K
Nadler Financial Group, Inc. 0.02% No change 4,132 $234K
Boltwood Capital Management 0.07% Reduce -1.7% 4,115 $233K
SevenBridge Financial Group, LLC 0.04% New 3,788 $232K
Sterling Investment Counsel, LLC 0.14% Reduce -5.8% 4,101 $232K
Dudley Capital Management, LLC 0.12% Add +7.9% 4,088 $231K
Hall Capital Management Co. Inc. 0.10% Reduce -14.8% 4,088 $231K
one8zero8, LLC 0.05% Reduce -38.8% 4,075 $230K
King Luther Capital Management Corp. 0.00% No change 4,070 $230K
Ifrah Financial Services, Inc. 0.06% Reduce -0.8% 4,068 $230K
Fee-Only Financial Planning, L.C. 0.14% No change 4,060 $229K
Alliance Wealth Advisors, LLC 0.12% No change 4,048 $229K
Summit Wealth Group LLC / Co. 0.06% — 4,047 $229K
Physician Wealth Advisors, Inc. 0.04% Add +1.1% 4,027 $228K
Trust Point Inc. 0.02% Reduce -8.1% 4,011 $227K
D.B. Root & Company, LLC 0.07% Add +6.5% 4,002 $226K
Old North State Trust, LLC 0.15% Reduce -5.1% 3,990 $226K
Arax Advisory Partners 0.01% Add +27.7% 3,992 $226K
Athena Investment Management 0.13% New 3,988 $225K
Pines Wealth Management, LLC 0.08% New 3,956 $225K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -70.4% 3,973 $225K
Barnes Wealth Management Group, Inc 0.13% Add +4.5% 3,970 $224K
Tompkins Financial Corp. 0.02% Reduce -9.2% 3,970 $224K
Morningstar Investment Management LLC 0.02% New 3,963 $224K
Tranquility Partners, LLC 0.08% Reduce -2.2% 3,956 $224K
Advisor OS, LLC 0.02% New 3,953 $223K
Hollow Brook Wealth Management LLC 0.07% No change 3,950 $223K
Ballast, Inc. 0.06% No change 3,938 $223K
Searle & Co. 0.06% No change 3,937 $223K
Bank of New Hampshire 0.06% Reduce -12.3% 3,920 $222K
Somerset Trust Co 0.07% Add +3.3% 3,904 $221K
KFA Private Wealth Group, LLC 0.07% Add +4.0% 3,886 $220K
Goodman Advisory Group, LLC 0.07% Reduce -91.7% 3,884 $220K
Welch & Forbes LLC 0.00% No change 3,870 $219K
Leo Wealth, LLC 0.02% Reduce -85.5% 3,857 $218K
Boston Family Office LLC 0.01% No change 3,850 $218K
Resonant Capital Advisors, LLC 0.01% New 3,845 $217K
North Star Investment Management Corp. 0.02% No change 3,837 $217K
Bank & Trust Co 0.17% Add +11.7% 3,823 $216K
Employees Retirement System of Texas 0.00% New 3,829 $216K
L2 Asset Management, LLC 0.04% Add +6.8% 3,820 $216K
Armor Investment Advisors, LLC 0.08% Reduce -3.4% 3,813 $216K
Sapient Capital LLC 0.00% Reduce -1.1% 3,804 $215K
Precedent Wealth Partners, LLC 0.05% Reduce -12.9% 3,802 $215K
Nalls Sherbakoff Group, LLC 0.16% Add +3.1% 3,790 $214K
Eagle Strategies LLC 0.03% Reduce -4.8% 3,779 $214K
Probity Advisors, Inc. 0.04% No change 3,774 $213K
Armstrong, Fleming & Moore, Inc 0.11% New 3,744 $212K
Summit Asset Management, LLC 0.03% Reduce -24.5% 3,739 $211K
Farmers National Bank 0.06% No change 3,730 $211K
Penobscot Investment Management Company, Inc. 0.02% No change 3,725 $211K
Westover Capital Advisors, LLC 0.04% No change 3,700 $209K
Hunter Associates Investment Management LLC 0.03% Add +0.2% 3,695 $209K
Widmann Financial Services, Inc. 0.15% No change 3,691 $209K
M.E. Allison & Co., Inc. 0.17% New 3,672 $208K
Klingman & Associates, LLC 0.01% Add +1.8% 3,647 $206K
Sandbox Financial Partners, LLC 0.07% Reduce -0.3% 3,646 $206K
Howard Capital Management Group, LLC 0.01% No change 3,635 $205K
Drive Wealth Management, LLC 0.04% New 3,596 $203K
MBA Advisors LLC 0.09% New 3,570 $202K
MTM Investment Management, LLC 0.07% New 3,540 $200K
Federated Hermes, Inc. 0.00% Reduce -43.4% 3,512 $198K
Viking Fund Management LLC 0.03% No change 3,500 $198K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +2.6% 3,440 $194K
William B. Walkup & Associates, Inc. 0.11% No change 3,408 $193K
NFSG Corp 0.03% Reduce -14.3% 3,340 $189K
GeoWealth Management, LLC 0.01% Reduce -7.7% 3,324 $188K
CVA Family Office, LLC 0.03% Add +2.3% 3,324 $188K
Front Row Advisors LLC 0.06% No change 3,266 $185K
Cascades Capital Asset Management, LLC 0.10% No change 3,215 $182K
Virtus Investment Advisers, LLC 0.06% Add +13.3% 3,164 $179K
Rosenberg Matthew Hamilton 0.04% Add +14.9% 3,160 $179K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -0.3% 3,155 $178K
American Capital Advisory, LLC 0.09% Add +179.4% 3,110 $176K
Y.D. More Investments Ltd 0.01% Add +24.9% 3,115 $174K
Resources Management Corp. /CT/ 0.02% Reduce -11.6% 3,064 $173K
Sound Income Strategies, LLC 0.01% Add +0.1% 3,057 $173K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +14.5% 3,008 $170K
Mechanics Financial Corp 0.07% No change 3,000 $170K
Richardson Financial Services Inc. 0.11% No change 2,825 $163K
Motco 0.02% Add +1.9% 2,735 $160K
S.A. Mason LLC 0.08% Add +10.1% 2,750 $155K
Cromwell Holdings LLC 0.09% Add +0.7% 2,684 $152K
Crowley Wealth Management, Inc. 0.14% Add +2.9% 2,450 $150K
HHM Wealth Advisors, LLC 0.02% Reduce -3.4% 2,632 $149K
MUFG Securities EMEA plc 0.01% New 2,520 $142K
MJT & Associates Financial Advisory Group, Inc. 0.18% Add +11.1% 2,500 $141K
Burkett Financial Services, LLC 0.05% Add +1.2% 2,441 $138K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.0% 2,431 $137K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,430 $137K
Parkside Financial Bank & Trust 0.01% Reduce -31.9% 2,268 $128K
Catalyst Capital Advisors LLC 0.00% Add +43.5% 2,267 $128K
Crews Bank & Trust 0.02% Reduce -10.8% 2,201 $124K
Sittner & Nelson, LLC 0.05% No change 2,198 $124K
CYBER HORNET ETFs LLC 0.09% New 2,190 $124K
Independence Bank of Kentucky 0.02% No change 2,176 $123K
Duncker Streett & Co. Inc. 0.02% No change 2,135 $121K
Sentry Investment Management LLC 0.07% No change 2,116 $119K
Delta Asset Management LLC 0.01% Reduce -21.8% 2,105 $119K
North Capital, Inc. 0.10% Add +0.1% 2,063 $117K
Aventura Private Wealth, LLC 0.05% Reduce -8.1% 2,061 $116K
ANTIPODES PARTNERS Ltd 0.00% Add +239.6% 2,051 $116K
Union Savings Bank 0.05% No change 1,945 $114K
Ransom Advisory, Ltd 0.05% No change 2,000 $113K
First Financial Corp. 0.05% No change 2,000 $113K
Washington Trust Advisors, Inc. 0.01% No change 2,000 $113K
Evolution Advisers, Inc. 0.05% Reduce -1.6% 1,967 $111K
Tradewinds Capital Management, LLC 0.03% Add +1.2% 1,898 $107K
Group One Trading LLC 0.00% Reduce -90.1% 1,864 $105K
Avalon Trust Co 0.01% Reduce -2.5% 1,840 $104K
Asset Planning,Inc 0.08% No change 1,839 $104K
Deseret Mutual Benefit Administrators 0.05% No change 1,827 $103K
City State Bank 0.03% No change 1,806 $102K
Crewe Advisors LLC 0.01% Add +11.8% 1,797 $102K
Financial Gravity Companies, Inc. 0.02% — 1,757 $99K
Cornerstone Advisors, LLC 0.00% No change 1,700 $96K
Riggs Asset Managment Co. Inc. 0.02% No change 1,612 $91K
USA Financial Formulas 0.02% New 1,608 $91K
Silvant Capital Management LLC 0.00% No change 1,591 $90K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,533 $87K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,525 $86K
Piscataqua Savings Bank 0.07% No change 1,517 $86K
Valley National Advisers Inc. 0.01% Add +5.5% 1,493 $84K
CNB Bank 0.04% Reduce -43.8% 1,477 $83K
Summit Securities Group LLC 0.03% Reduce -13.3% 1,474 $83K
Harbor Investment Advisory, LLC 0.01% Add +1.8% 1,455 $82K
Grove Bank & Trust 0.01% Add +9.6% 1,379 $78K
Alpine Bank Wealth Management 0.01% Reduce -5.8% 1,368 $77K
Princeton Global Asset Management LLC 0.01% Add +1.2% 1,356 $77K
Capula Management Ltd 0.00% New 1,304 $74K
Hopwood Financial Services, Inc. 0.06% Reduce -3.7% 1,301 $74K
Coastline Trust Co 0.01% No change 1,272 $72K
Logan Capital Management Inc. 0.00% No change 1,261 $71K
Private Wealth Management Group, LLC 0.02% Add +5.6% 1,252 $71K
GHP Investment Advisors, Inc. 0.00% Add +435.6% 1,232 $70K
FWL Investment Management, LLC 0.02% Reduce -13.4% 1,203 $68K
Parvin Asset Management, LLC 0.07% No change 1,200 $68K
ORG Partners LLC 0.01% Add +10.7% 1,176 $68K
Addison Advisors LLC 0.02% No change 1,160 $66K
Sachetta, LLC 0.03% Reduce -17.2% 1,143 $65K
Millstone Evans Group, LLC 0.04% No change 1,142 $65K
Financial Management Professionals, Inc. 0.01% Add +4.2% 1,138 $64K
SOA Wealth Advisors, LLC. 0.01% Add +0.9% 1,119 $63K
Pinnacle Bancorp, Inc. 0.02% No change 1,117 $63K
Zions Bancorporation, National Association 0.00% Reduce -8.8% 1,093 $62K
2UniFi Bank 0.04% No change 1,092 $62K
Beacon Capital Management, LLC 0.01% Add +0.6% 1,063 $60K
Bruce G. Allen Investments, LLC 0.04% Reduce -15.8% 1,037 $59K
Hilltop National Bank 0.02% — 1,032 $58K
Glen Eagle Advisors, LLC 0.01% No change 1,031 $58K
Trifecta Capital Advisors, LLC 0.01% Add +2.6% 1,026 $58K
GW&K Investment Management, LLC 0.00% Add +8.9% 1,013 $57K
Atwood & Palmer Inc. 0.00% No change 1,000 $57K
Cary Street Partners Investment Advisory LLC 0.03% Add +36.2% 993 $56K
Quarry LP 0.01% Reduce -39.1% 961 $54K
Gleason Group, Inc. 0.01% Add +1.2% 960 $54K
Byrne Asset Management LLC 0.04% No change 950 $54K
SWAN Capital LLC 0.02% No change 922 $52K
Canton Hathaway, LLC 0.01% No change 900 $51K
MeadowBrook Investment Advisors LLC 0.05% No change 900 $51K
Fourth Dimension Wealth, LLC 0.02% Add +0.1% 899 $51K
Slocum, Gordon & Co LLP 0.04% No change 895 $51K
WealthTrak Capital Management LLC 0.04% Reduce -42.8% 857 $48K
Webster Bank, N. A. 0.00% Reduce -13.6% 846 $48K
GPS Wealth Strategies Group, LLC 0.01% Reduce -21.6% 844 $48K
Briaud Financial Planning Inc 0.02% No change 819 $46K
Lanark Financial, Inc. 0.00% Reduce -58.0% 824 $46K
Atlantic Private Wealth, LLC 0.03% No change 800 $45K
Oakworth Capital, Inc. 0.00% No change 781 $44K
Clearstead Trust, LLC 0.01% Reduce -15.2% 776 $44K
MV Capital Management, Inc. 0.00% Reduce -3.7% 756 $43K
Archer Investment Corp 0.01% Reduce -3.0% 755 $43K
Murphy & Mullick Capital Management Corp 0.03% Add +3.6% 718 $42K
Kimelman & Baird, LLC 0.00% No change 730 $41K
Decker Retirement Planning Inc. 0.02% No change 724 $41K
Elevation Point Wealth Partners, LLC 0.00% New 690 $39K
Capital Advisors, Ltd. LLC 0.00% Reduce -0.6% 666 $38K
Center for Financial Planning, Inc. 0.00% No change 641 $36K
Hemington Wealth Management 0.01% Add +6.1% 646 $36K
Oliver Lagore Vanvalin Investment Group 0.01% — 639 $36K
LRI Investments, LLC 0.00% Reduce -92.6% 613 $35K
Pillar Financial Advisors, LLC 0.02% No change 600 $34K
Atticus Wealth Management, LLC 0.01% No change 593 $34K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -32.2% 590 $33K
Old Second National Bank of Aurora 0.01% No change 587 $33K
Twin Peaks Wealth Advisors, LLC 0.01% New 522 $32K
Dagco, Inc. 0.01% Add +2.2% 560 $32K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +20.6% 557 $31K
Boyd Watterson Asset Management LLC 0.01% No change 557 $31K
Capital A Wealth Management, LLC 0.35% Add +5038.5% 668 $31K
Foster Dykema Cabot & Partners, LLC 0.00% No change 550 $31K
Strategic Investment Solutions, Inc. 0.01% Reduce -52.9% 550 $31K
Navigoe, LLC 0.02% No change 550 $31K
Gen-Wealth Partners Inc 0.01% Add +7.8% 541 $31K
Rise Advisors, LLC 0.01% Add +1.1% 537 $30K
Cornerstone Planning Group LLC 0.01% Add +82.5% 491 $30K
CBIZ Investment Advisory Services, LLC 0.00% Add +67.4% 524 $30K
Covestor Ltd 0.02% Reduce -23.5% 521 $29K
N.E.W. Advisory Services LLC 0.00% Reduce -16.3% 503 $28K
Orion Capital Management LLC 0.01% No change 500 $28K
VSM Wealth Advisory, LLC 0.01% No change 500 $28K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $28K
Roble, Belko & Company, Inc 0.00% No change 500 $28K
Monetary Management Group Inc. 0.01% No change 479 $27K
Westside Investment Management, Inc. 0.01% Add +123.3% 469 $27K
Semmax Financial Advisors Inc. 0.01% Reduce -12.5% 435 $27K
New England Capital Financial Advisors LLC 0.01% Add +15.7% 465 $26K
Park Square Financial Group, LLC 0.02% Reduce -1.1% 458 $26K
Frazier Financial Advisors, LLC 0.02% No change 457 $26K
Johnson Financial Group, Inc. 0.00% No change 446 $25K
CoreFirst Bank & Trust 0.01% New 445 $25K
AlphaQuest LLC 0.00% Reduce -10.3% 436 $25K
Dynamic Wealth Strategies, LLC 0.02% No change 426 $24K
Private Wealth Asset Management, LLC 0.00% Reduce -6.2% 426 $24K
MCF Advisors LLC 0.00% No change 426 $24K
Missouri Trust & Investment Co 0.01% No change 425 $24K
Access Investment Management LLC 0.01% — 425 $24K
Creekmur Asset Management LLC 0.00% Add +490.3% 425 $24K
Cape Investment Advisory, Inc. 0.01% No change 418 $24K
Gladwyn Financial Advisors, Inc. 0.02% — 391 $22K
American National Bank & Trust 0.00% No change 382 $22K
Creative Financial Designs Inc. 0.00% Add +79.3% 382 $22K
Bell Investment Advisors, Inc 0.00% Add +8.0% 380 $21K
Bare Financial Services, Inc 0.01% Add +31.6% 371 $21K
Leonteq Securities AG 0.00% New 364 $21K
Flagship Wealth Advisors, LLC 0.01% No change 360 $20K
Sit Investment Associates Inc. 0.00% No change 349 $20K
NewSquare Capital LLC 0.00% Add +37.9% 353 $20K
Community Bank, N.A. 0.00% Reduce -39.1% 350 $20K
SIMA Wealth Partners, LLC 0.02% Reduce -53.3% 348 $20K
CGC Financial Services, LLC 0.01% No change 339 $19K
Roxbury Financial LLC 0.02% Add +1.2% 336 $19K
Team Financial Group, LLC 0.01% New 331 $19K
West Financial Advisors, LLC 0.00% No change 326 $18K
Quintet Private Bank (Europe) S.A. 0.00% New 325 $18K
Gables Capital Management Inc. 0.01% No change 320 $18K
Plante Moran Financial Advisors, LLC 0.00% No change 318 $18K
Sierra Ocean, LLC 0.01% No change 314 $18K
Bangor Savings Bank 0.00% Reduce -1.3% 306 $17K
S&T Bank 0.01% Reduce -1.3% 304 $17K
Quest 10 Wealth Builders, Inc. 0.02% No change 304 $17K
Costello Asset Management, INC 0.01% Reduce -16.9% 300 $17K
ESL Trust Services, LLC 0.00% No change 300 $17K
Highline Wealth Partners LLC 0.00% Add +71.8% 280 $16K
Miller Wealth Advisors, LLC 0.01% No change 280 $16K
Pacifica Partners Inc. 0.01% No change 282 $16K
Smallwood Wealth Investment Management, LLC 0.01% No change 273 $15K
Golden State Wealth Management, LLC 0.00% Reduce -4.6% 269 $15K
BankPlus Trust Department 0.00% No change 268 $15K
Hurley Capital, LLC 0.01% Add +0.8% 267 $15K
JFS Wealth Advisors, LLC 0.00% Reduce -67.7% 266 $15K
Chilton Capital Management LLC 0.00% New 266 $15K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 260 $15K
Wolff Wiese Magana LLC 0.01% Reduce -27.8% 260 $15K
Avion Wealth 0.00% Add +23.0% 262 $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% No change 242 $14K
Total Investment Management Inc. 0.00% New 236 $13K
Pingora Partners LLC 0.01% No change 235 $13K
McIlrath & Eck, LLC 0.00% No change 230 $13K
Winch Advisory Services, LLC 0.00% Add +0.9% 218 $12K
True Wealth Design, LLC 0.00% Add +31.3% 218 $12K
Abound Wealth Management 0.00% No change 217 $12K
Perritt Capital Management Inc 0.01% No change 215 $12K
Prestige Wealth Management Group LLC 0.00% Reduce -40.6% 214 $12K
Acima Private Wealth, LLC 0.00% New 213 $12K
Cetera Trust Company, N.A 0.01% No change 200 $11K
Operose Advisors LLC 0.00% No change 200 $11K
Morse Asset Management, Inc 0.00% Reduce -33.1% 200 $11K
BOK Financial Private Wealth, Inc. 0.00% No change 200 $11K
Albion Financial Group 0.00% No change 200 $11K
Bollard Group LLC 0.00% No change 198 $11K
Boreal Capital Management LLC 0.01% — 190 $11K
FSA Wealth Management LLC 0.00% No change 187 $11K
Howard Hughes Medical Institute 0.00% New 181 $10K
Pacific Center for Financial Services 0.00% No change 168 $9K
Activest Wealth Management 0.00% Add +15.1% 168 $9K
Ramirez Asset Management, Inc. 0.00% No change 166 $9K
Park Place Capital Corp 0.00% Reduce -67.9% 160 $9K
Kennebec Savings Bank 0.01% No change 160 $9K
Security National Bank 0.00% No change 159 $9K
Asset Dedication, LLC 0.00% No change 153 $9K
WPG Advisers, LLC 0.01% Add +67.8% 151 $9K
Barrett & Company, Inc. 0.00% No change 150 $8K
Trust Co 0.00% No change 150 $8K
Newton One Investments LLC 0.00% Add +1.4% 148 $8K
Anfield Capital Management, LLC 0.00% No change 147 $8K
First Pacific Financial 0.00% No change 128 $7K
Nvwm, LLC 0.00% Add +384.6% 126 $7K
Ogorek Anthony Joseph /NY/ 0.00% No change 140 $7K
Dogwood Wealth Management LLC 0.00% Add +1933.3% 122 $7K
Evolution Wealth Management Inc. 0.01% — 110 $6K
Fortitude Family Office, LLC 0.00% Reduce -0.9% 110 $6K
Investment Management Corp. /Va/ 0.01% Add +3.0% 104 $6K
Vision Financial Markets LLC 0.01% Add +2.0% 102 $6K
Chung Wu Investment Group, LLC 0.01% New 100 $6K
Mascoma Wealth Management LLC 0.00% No change 100 $6K
Signature Resources Capital Management, LLC 0.00% Add +5.8% 91 $5K
Solstein Capital, LLC 0.00% New 88 $5K
Carolina Wealth Advisors, LLC 0.00% No change 88 $5K
Nemes Rush Group LLC 0.00% Reduce -43.5% 87 $5K
Kilter Group LLC 0.00% New 85 $5K
SJS Investment Consulting Inc. 0.00% Reduce -14.1% 85 $5K
Ameriflex Group, Inc. 0.00% No change 87 $5K
Nova Wealth Management, Inc. 0.00% New 85 $5K
Rakuten Securities, Inc. 0.00% Reduce -13.7% 82 $5K
Accordant Advisory Group Inc 0.00% No change 71 $4K
Winnacle Wealth LLC 0.00% Reduce -95.5% 71 $4K
Dunhill Financial, LLC 0.00% Reduce -64.1% 70 $4K
Arlington Trust Co LLC 0.00% No change 70 $4K
Kozak & Associates, Inc. 0.00% Add +1.5% 67 $4K
Raffa Wealth Management, LLC 0.00% No change 67 $4K
Legend Financial Advisors, Inc. 0.00% New 63 $4K
Horizon Financial Services, LLC 0.00% Add +100.0% 62 $4K
Fairscale Capital, LLC 0.00% No change 55 $3K
Thompson Investment Management, Inc. 0.00% No change 56 $3K
Coston, McIsaac & Partners 0.00% Add +1.7% 59 $3K
Penserra Capital Management LLC 0.00% No change 69 $3K
IMG Wealth Management, Inc. 0.00% New 51 $3K
Scarborough Advisors, LLC 0.00% New 50 $3K
Tortoise Investment Management, LLC 0.00% New 49 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 46 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 44 $2K
Cedar Wealth Management, LLC 0.00% New 43 $2K
Atlas Capital Advisors Inc. 0.00% No change 42 $2K
Binnacle Investments Inc 0.00% No change 41 $2K
Transce3nd, LLC 0.00% No change 40 $2K
Rialto Wealth Management, LLC 0.00% Add +25.8% 39 $2K
Morton Brown Family Wealth, LLC 0.00% No change 39 $2K
Cheviot Value Management, LLC 0.00% Reduce -46.9% 34 $2K
Wood Tarver Financial Group, LLC 0.00% No change 40 $2K
Principia Wealth Advisory, LLC 0.00% Add +94.4% 35 $2K
Global Trust Asset Management, LLC 0.00% No change 34 $2K
Beaird Harris Wealth Management, LLC 0.00% New 34 $2K
GFG Capital, LLC 0.00% New 33 $2K
Tidemark, LLC 0.00% No change 33 $2K
Iron Horse Wealth Management, LLC 0.00% No change 30 $2K
MPWM Advisory Solutions, LLC 0.00% No change 29 $2K
Core Alternative Capital 0.00% No change 29 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +55.6% 28 $2K
Redmont Wealth Advisors LLC 0.00% No change 22 $1K
Graney & King, LLC 0.00% No change 22 $1K
Parkworth Wealth Management, Inc. 0.00% Add +133.3% 21 $1K
Centennial Bank 0.00% New 20 $1K
Stone House Investment Management, LLC 0.00% No change 20 $1K
Whipplewood Advisors, LLC 0.00% Reduce -64.0% 18 $1K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 18 $1K
HFM Investment Advisors, LLC 0.00% Add +114.3% 15 $848
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 14 $792
Stephens Consulting, LLC 0.00% New 14 $792
Fortis Group Advisors, LLC 0.00% No change 13 $735
TFC Financial Management, Inc. 0.00% No change 13 $735
Quaker Wealth Management, LLC 0.00% — 11 $622
Strategic Wealth Partners, Ltd. 0.00% — 11 $622
REAP Financial Group, LLC 0.00% New 10 $565
Raleigh Capital Management Inc. 0.00% Reduce -41.2% 10 $553
West Branch Capital LLC 0.00% No change 6 $340
Transamerica Financial Advisors, LLC 0.00% No change 5 $248
Strengthening Families & Communities, LLC 0.00% New 4 $229
High Note Wealth, LLC 0.00% New 3 $170
Valued Wealth Advisors LLC 0.00% No change 2 $116
Meeder Asset Management Inc. 0.00% Reduce -100.0% 1 $57

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