Dominion EnergyD

13F holders, Q3 2025 (September 30)
1,410holders +61
152new positions
86sold out
6famous investors
$61.16avg. 13F price*

At the end of Q3 2025, 1,410 institutions reported holding Dominion Energy Inc. (D) in their 13F filings, up 61 from Q2 2025. 152 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($6.5B), BlackRock, Inc. ($4.8B) and Capital Research Global Investors ($3.4B). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions152$153.4M
Exits86$225.7M

All 13F filers, Q2 2025 → Q3 2025: 35,657,791 shares bought and 25,068,806 shares sold, net +10,588,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,410 holders

Vanguard Group Inc. 0.10% Add +0.3% 106,158,920 $6.5B
BlackRock, Inc. 0.08% Add +5.6% 78,327,583 $4.8B
Capital Research Global Investors 0.63% Add +22.4% 54,850,042 $3.4B
State Street Corp. 0.10% Add +1.3% 46,934,223 $2.9B
Wellington Management Group LLP 0.33% Add +4.4% 30,746,146 $1.9B
Massachusetts Financial Services Co. 0.55% Reduce -1.4% 28,820,116 $1.8B
JPMorgan Chase & Co. 0.11% Reduce -6.2% 27,662,315 $1.7B
Dodge & Cox 0.75% Reduce -0.6% 22,780,033 $1.4B
Geode Capital Management, LLC 0.08% Add +2.0% 20,128,003 $1.2B
Bank of America Corp. 0.07% Add +3.4% 14,678,283 $897.9M
Bank of New York Mellon Corp 0.13% Reduce -10.8% 12,199,225 $746.2M
T. Rowe Price Associates Inc. 0.08% Reduce -22.6% 11,655,564 $713.0M
Invesco Ltd. 0.11% Add +10.8% 11,545,003 $706.2M
Morgan Stanley 0.04% Add +1.6% 10,981,257 $671.7M
Hotchkis & Wiley Capital Management LLC 1.94% Reduce -12.8% 10,226,550 $625.6M
Canada Pension Plan Investment Board 0.43% Reduce -5.2% 9,894,336 $605.2M
Franklin Resources Inc. 0.15% Reduce -8.8% 9,393,800 $574.6M
Northern Trust Corp. 0.07% Reduce -4.4% 8,471,883 $518.2M
Legal & General Group Plc 0.11% Add +0.6% 7,712,978 $471.8M
Royal Bank of Canada 0.08% Add +28.5% 6,952,678 $425.3M
Charles Schwab Investment Management Inc. 0.05% Add +0.9% 5,578,109 $341.2M
Goldman Sachs Group Inc. 0.05% Reduce -7.5% 5,463,031 $334.2M
London Co. of Virginia 1.65% Reduce -1.3% 4,900,535 $299.8M
Pictet Asset Management Holding SA 0.27% Reduce -15.3% 4,647,635 $284.3M
American Century Companies Inc. 0.14% Add +7.9% 4,589,127 $280.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -19.8% 4,018,861 $245.8M
UBS Group AG 0.04% Reduce -4.7% 3,704,569 $226.6M
Barclays PLC 0.08% Reduce -5.8% 3,328,889 $203.6M
Cohen & Steers, Inc. 0.33% Add +8.4% 2,974,173 $181.9M
Magellan Asset Management Ltd 2.05% Reduce -22.3% 2,826,628 $172.9M
Bank of Montreal 0.07% Add +203.9% 2,659,851 $162.7M
Mitsubishi UFJ Trust & Banking Corp 0.35% Reduce -16.5% 2,571,972 $157.3M
Wells Fargo & Company 0.03% Add +14.6% 2,531,459 $154.8M
Dimensional Fund Advisors LP 0.03% Add +4.3% 2,490,806 $152.4M
Swiss National Bank 0.09% Reduce -4.7% 2,458,220 $150.4M
Citigroup Inc. 0.10% Add +36.7% 2,422,315 $148.2M
California Public Employees Retirement System 0.09% Reduce -26.4% 2,341,591 $143.2M
Nuveen, LLC 0.04% Reduce -2.1% 2,325,508 $142.3M
Macquarie Group Ltd. 0.16% Add +71.9% 2,299,587 $140.7M
FMR LLC 0.01% Reduce -0.2% 2,260,628 $138.3M
HSBC Holdings PLC 0.08% Add +6.9% 2,260,138 $138.2M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +1.5% 2,072,525 $126.8M
ANTIPODES PARTNERS Ltd 2.38% Add +84502.3% 1,735,194 $106.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +5.2% 1,709,730 $104.6M
Thompson Siegel & Walmsley LLC 1.69% Reduce -13.2% 1,702,807 $104.2M
Natixis Advisors, LLC 0.15% Add +13.9% 1,688,998 $103.3M
Amundi 0.03% Add +67.6% 1,662,836 $102.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.49% Reduce -2.0% 1,609,587 $98.5M
Deutsche Bank AG 0.03% Reduce -15.8% 1,593,156 $97.5M
Raymond James Financial Inc. 0.03% Add +15.0% 1,524,120 $93.2M
Rhumbline Advisers 0.07% Add +1.0% 1,511,618 $92.5M
Aviva PLC 0.16% Add +6.3% 1,397,147 $85.5M
First Trust Advisors LP 0.06% Reduce -3.5% 1,351,855 $82.7M
Russell Investments Group, Ltd. 0.09% Add +17.1% 1,315,903 $80.5M
Manufacturers Life Insurance Company, The 0.07% Add +0.2% 1,299,288 $79.5M
Duff & Phelps Investment Management Co. 0.86% No change 1,238,640 $75.8M
Energy Income Partners, LLC 1.42% Reduce -1.4% 1,201,891 $73.5M
LPL Financial LLC 0.02% Add +14.5% 1,180,810 $72.2M
Jennison Associates LLC 0.04% Reduce -23.3% 1,113,274 $68.1M
National Pension Service 0.05% Add +2.1% 1,110,474 $67.9M
AQR Capital Management 0.04% Reduce -33.5% 1,094,077 $66.9M
Munich Reinsurance Co Stock Corp in Munich 1.64% — 1,066,374 $65.2M
California State Teachers Retirement System 0.06% Add +1.0% 1,027,446 $62.8M
Principal Financial Group Inc. 0.03% Reduce -0.5% 1,004,328 $61.4M
PNC Financial Services Group, Inc. 0.04% Reduce -4.2% 996,102 $60.9M
Ensign Peak Advisors, Inc 0.10% Add +0.1% 982,034 $60.1M
STRS Ohio 0.20% Add +39.3% 896,187 $54.8M
Envestnet Asset Management Inc. 0.02% Reduce -1.1% 891,495 $54.5M
Northwestern Mutual Wealth Management Co. 0.04% Add +1140.3% 870,552 $53.3M
Mizuho Markets Americas LLC 1.12% New 867,500 $53.1M
Alliancebernstein L.P. 0.02% Reduce -4.4% 865,431 $52.9M
New York State Common Retirement Fund 0.07% Reduce -19.7% 822,774 $50.3M
State Board of Administration of Florida Retirement System 0.08% Reduce -7.7% 790,232 $48.3M
Swiss Life Asset Management Ltd 0.23% Add +6.6% 728,790 $44.6M
Victory Capital Management Inc. 0.03% Add +0.9% 720,067 $44.0M
Janney Montgomery Scott LLC 0.10% Reduce -3.5% 707,527 $43.3M
Sei Investments Co. 0.04% Reduce -5.3% 673,118 $41.2M
New York State Teachers Retirement System 0.08% Reduce -0.0% 647,301 $39.6M
Ameriprise Financial Inc. 0.01% Reduce -22.9% 604,127 $37.0M
Commonwealth Equity Services, LLC 0.05% Reduce -0.7% 583,649 $35.7M
Vaughan David Investments LLC 0.77% Add +2.5% 580,042 $35.5M
RWC Asset Management LLP 1.94% Add +14.9% 563,459 $34.5M
Mackenzie Financial Corp. 0.04% Reduce -18.5% 563,221 $34.5M
Korea Investment CORP 0.07% Add +22.5% 542,768 $33.2M
AustralianSuper Pty Ltd 0.15% Add +1785.8% 519,100 $31.8M
HighTower Advisors, LLC 0.04% Add +7.2% 514,214 $31.5M
1832 Asset Management L.P. 0.05% Add +2.2% 508,057 $31.1M
Prudential Financial Inc. 0.04% Reduce -4.4% 506,746 $31.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +16.6% 470,785 $28.8M
State of Wisconsin Investment Board 0.07% Reduce -1.4% 462,227 $28.3M
CANADA LIFE ASSURANCE Co 0.04% Add +7.8% 448,388 $27.3M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -3.1% 439,605 $26.9M
Crawford Investment Counsel Inc. 0.44% Add +1.2% 431,011 $26.4M
Focus Partners Wealth 0.04% Add +58.2% 424,184 $26.0M
Alps Advisors Inc. 0.14% Reduce -1.9% 423,086 $25.9M
Gabelli Funds LLC 0.18% Reduce -1.1% 420,000 $25.7M
Aberdeen Group plc 0.04% Reduce -6.1% 419,481 $25.6M
Creative Planning 0.02% Add +45.2% 414,297 $25.3M
Wealth Enhancement Advisory Services, LLC 0.04% Add +31.4% 414,044 $25.2M
DNB Asset Management AS 0.09% Reduce -9.5% 406,324 $24.9M
AE Wealth Management LLC 0.16% Add +8.1% 406,045 $24.8M
DAVENPORT & Co LLC 0.13% Reduce -2.2% 393,853 $24.1M
Godsey & Gibb, Inc. 2.07% Add +0.3% 384,229 $23.5M
Treasurer of the State of North Carolina 0.07% Reduce -3.8% 383,726 $23.5M
Payden & Rygel 1.97% Reduce -0.6% 381,600 $23.3M
Public Employees Retirement System of Ohio 0.07% Add +8.4% 380,386 $23.3M
Osaic Holdings, Inc. 0.03% Add +37.5% 374,086 $22.7M
CBRE Investment Management Listed Real Assets LLC 0.32% No change 369,494 $22.6M
Tocqueville Asset Management L.P. 0.33% Reduce -19.4% 367,501 $22.5M
State of Tennessee, Department of Treasury 0.07% Add +13.5% 366,523 $22.4M
Stifel Financial Corp. 0.02% Add +1.7% 366,247 $22.4M
BNP Paribas Financial Markets 0.02% Reduce -45.7% 360,836 $22.1M
Asset Management One Co., Ltd. 0.06% Add +0.1% 360,611 $22.1M
Pathstone Holdings, LLC 0.08% Add +2.3% 357,703 $21.9M
Los Angeles Capital Management LLC 0.07% Reduce -6.1% 352,010 $21.5M
Toronto Dominion Bank 0.04% Reduce -6.3% 351,358 $21.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.10% Reduce -12.0% 349,315 $21.4M
Royal London Asset Management Ltd. 0.05% Add +6.4% 345,420 $21.1M
GW Henssler & Associates Ltd. 1.05% Add +0.2% 344,895 $21.1M
Truist Financial Corp. 0.03% Add +0.7% 340,283 $20.8M
CIBC Private Wealth Group LLC 0.04% Reduce -3.6% 335,455 $20.5M
Neuberger Berman Group LLC 0.01% Reduce -6.5% 325,435 $19.9M
Silvercrest Asset Management Group LLC 0.13% Reduce -1.9% 325,182 $19.9M
Van Eck Associates Corp. 0.02% Add +10.1% 323,525 $19.8M
Cambridge Investment Research Advisors, Inc. 0.05% Add +10.3% 315,409 $19.3M
Nomura Asset Management Co. Ltd. 0.05% Add +2.4% 310,854 $19.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +13.4% 310,402 $19.0M
Cetera Investment Advisers 0.02% Add +49.0% 308,454 $18.9M
State of New Jersey Common Pension Fund D 0.07% Add +7.6% 303,801 $18.6M
TD Asset Management Inc 0.01% Reduce -1.8% 299,772 $18.3M
Resona Asset Management Co.,Ltd. 0.09% Reduce -5.7% 297,108 $18.2M
Calamos Advisors LLC 0.11% No change 294,453 $18.0M
FIL Ltd 0.01% Reduce -14.8% 293,200 $17.9M
General American Investors Co. Inc. 1.11% No change 290,000 $17.7M
Citadel Advisors 0.01% New 288,768 $17.7M
Quantinno Capital Management LP 0.05% Add +46.9% 284,328 $17.4M
Exchange Traded Concepts, LLC 0.15% Add +105.6% 260,272 $15.9M
State of Michigan Retirement System 0.07% Reduce -0.4% 249,767 $15.3M
Arizona State Retirement System 0.08% Reduce -0.1% 249,003 $15.2M
Corient Private Wealth LP 0.02% Reduce -0.0% 248,278 $15.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +6.4% 242,977 $14.9M
Wealthfront Advisers LLC 0.03% Reduce -0.3% 242,600 $14.8M
Orion Porfolio Solutions, LLC 0.11% Add +1.3% 241,330 $14.8M
APG Asset Management N.V. 0.04% Reduce -4.8% 273,129 $14.2M
National Bank of Canada 0.02% Reduce -41.8% 225,864 $13.8M
Oak Grove Capital LLC 2.98% Reduce -16.2% 225,200 $13.8M
Czech National Bank 0.09% Add +4.0% 216,755 $13.3M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +164.7% 215,705 $13.2M
Kanawha Capital Management LLC 0.90% Add +3.5% 213,407 $13.1M
MetLife Investment Management, LLC 0.06% Reduce -2.6% 211,749 $13.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +27.8% 208,200 $12.7M
O'shaughnessy Asset Management, LLC 0.07% Add +9.4% 207,653 $12.7M
Brookstone Capital Management 0.15% Reduce -6.4% 204,929 $12.5M
AXA Investment Managers S.A. 0.03% — 204,082 $12.5M
Forsta Ap-Fonden 0.07% Add +6.2% 201,500 $12.3M
IFM Investors Pty Ltd 0.11% Add +2.8% 201,628 $12.2M
Captrust Financial Advisors 0.02% Reduce -1.1% 196,124 $12.0M
Cerity Partners LLC 0.02% Add +1.7% 195,596 $12.0M
Sanctuary Advisors, LLC 0.07% Reduce -0.3% 194,853 $11.9M
ASR Vermogensbeheer N.V. 0.14% Reduce -0.6% 191,630 $11.7M
Pinebridge Investments, L.P. 0.09% Reduce -44.5% 191,157 $11.7M
One Capital Management, LLC 0.37% Add +6.0% 190,786 $11.7M
Rockefeller Capital Management L.P. 0.02% Reduce -1.0% 187,231 $11.5M
Public Sector Pension Investment Board 0.04% Add +4.9% 184,075 $11.3M
Mariner, LLC 0.01% Reduce -8.5% 183,171 $11.2M
Retirement Systems of Alabama 0.04% Reduce -0.5% 182,053 $11.1M
John G Ullman & Associates Inc. 1.49% Add +74.9% 180,488 $11.0M
Allspring Global Investments Holdings, LLC 0.02% Add +0.9% 169,935 $10.3M
Gilman Hill Asset Management, LLC 1.62% Reduce -2.2% 169,108 $10.3M
Cary Street Partners Financial LLC 0.26% Reduce -1.4% 165,346 $10.1M
Amalgamated Bank 0.07% Reduce -1.5% 164,569 $10.1M
Guggenheim Capital LLC 0.07% Reduce -8.6% 164,518 $10.1M
Comerica Bank 0.04% Reduce -7.4% 161,985 $9.9M
Steward Partners Investment Advisory, LLC 0.05% Add +2.0% 156,242 $9.6M
Mn Services Vermogensbeheer B.V. 0.06% No change 155,100 $9.5M
Harvest Portfolios Group Inc. 0.17% Add +15.3% 154,497 $9.5M
Advisors Asset Management, Inc. 0.16% Reduce -22.1% 154,465 $9.4M
Keybank National Association 0.03% Reduce -3.7% 149,911 $9.2M
ProShare Advisors LLC 0.02% Reduce -1.9% 148,639 $9.1M
Voya Investment Management LLC 0.01% Reduce -17.4% 145,590 $8.9M
DekaBank Deutsche Girozentrale 0.01% No change 145,721 $8.9M
Utah Retirement Systems 0.08% Add +1.6% 140,934 $8.6M
Toth Financial Advisory Corp. 0.93% Add +6.3% 140,474 $8.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +0.8% 140,017 $8.6M
Northwest & Ethical Investments L.P. 0.20% Add +13.0% 139,677 $8.5M
USS Investment Management Ltd 0.04% No change 138,840 $8.5M
Vanguard Personalized Indexing Management, LLC 0.09% Add +3.4% 138,599 $8.5M
Police & Firemen's Retirement System of New Jersey 0.07% Add +6.0% 137,489 $8.4M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +11.7% 136,492 $8.3M
Bogart Wealth, LLC 0.33% Reduce -1.4% 134,567 $8.2M
Daiwa Securities Group Inc. 0.03% Add +4.8% 133,685 $8.2M
Schnieders Capital Management, Llc. 1.32% — 132,798 $8.1M
Advocate Group LLC 1.33% Reduce -2.6% 131,792 $8.1M
Teacher Retirement System of Texas 0.03% Reduce -11.9% 131,619 $8.1M
M&T Bank Corp 0.03% Reduce -8.1% 131,491 $8.0M
Balyasny Asset Management L.P. 0.02% New 131,282 $8.0M
Illinois Municipal Retirement Fund 0.10% Reduce -4.6% 128,750 $7.9M
Xponance LLC 0.06% Add +0.9% 128,636 $7.9M
Everett Harris & Co. 0.10% Reduce -1.8% 128,253 $7.8M
Jones Financial Companies LLLP 0.01% Add +16.1% 127,351 $7.7M
TrueMark Investments, LLC 1.31% Add +42.9% 123,286 $7.5M
Canal Capital Management, LLC 1.13% Add +2.4% 122,643 $7.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -8.6% 122,560 $7.5M
Private Advisor Group, LLC 0.04% Reduce -5.1% 122,303 $7.5M
Glenmede Investment Management, LP 0.04% Reduce -4.1% 121,593 $7.4M
Susquehanna International Group, LLP 0.01% Reduce -52.9% 120,610 $7.4M
Yousif Capital Management, LLC 0.08% Add +3.5% 120,243 $7.4M
Daiichi Life Insurance Co., Ltd. 0.18% Add +14.9% 119,689 $7.3M
CIBC Asset Management Inc 0.02% Add +1.4% 117,923 $7.2M
CIBC Bancorp USA Inc. 0.04% — 117,721 $7.2M
&partners 0.05% Add +76.3% 117,694 $7.2M
Oppenheimer Asset Management Inc. 0.08% Reduce -3.6% 117,062 $7.2M
Nisa Investment Advisors, LLC 0.03% Reduce -50.5% 116,270 $7.1M
Morningstar Investment Management LLC 0.26% Add +2833.3% 116,247 $7.1M
New York Life Investment Management LLC 0.06% Reduce -0.1% 115,578 $7.1M
Commerce Bank 0.04% Add +0.8% 113,985 $7.0M
Woodline Partners LP 0.03% Add +22.3% 112,791 $6.9M
NEOS Investment Management LLC 0.05% Add +42.5% 112,337 $6.9M
Bank of Nova Scotia 0.01% Add +14.6% 111,226 $6.8M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.3% 111,104 $6.8M
1834 Investment Advisors Co. 0.83% Reduce -0.7% 110,606 $6.8M
Canal Insurance CO 1.43% No change 110,000 $6.7M
Wesbanco Bank Inc. 0.18% Reduce -0.9% 108,352 $6.6M
Bryn Mawr Trust Advisors, LLC 0.33% Add +3.4% 108,293 $6.6M
Credit Agricole S A 0.02% — 108,095 $6.6M
Kestra Advisory Services, LLC 0.03% Add +1.4% 107,538 $6.6M
SCS Capital Management LLC 0.07% Reduce -11.5% 107,403 $6.6M
Nissay Asset Management Corp. /Japan 0.04% Add +1.1% 106,972 $6.5M
Metis Global Partners, LLC 0.15% Add +13.8% 102,266 $6.3M
Lombard Odier Asset Management (Switzerland) SA 0.28% Add +3.0% 98,890 $6.0M
Stephens Inc. 0.08% Add +3.3% 97,931 $6.0M
NewEdge Wealth, LLC 0.09% Add +0.4% 100,038 $6.0M
Oregon Public Employees Retirement Fund 0.08% Add +32.6% 97,593 $6.0M
Brown Advisory Inc. 0.01% Add +2.9% 96,517 $5.9M
Ilmarinen Mutual Pension Insurance Co 0.04% Add +13.5% 96,500 $5.9M
Atlantic Union Bankshares Corp 0.11% Add +27.2% 95,384 $5.8M
Icon Advisers Inc. 1.26% Add +2.2% 92,875 $5.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -1.6% 92,555 $5.7M
Mutual of America Capital Management LLC 0.06% Reduce -5.4% 92,494 $5.7M
Aventail Capital Group, LP 0.27% No change 91,267 $5.6M
OP Asset Management Ltd 0.07% Reduce -0.1% 91,103 $5.6M
State of Alaska, Department of Revenue 0.06% Reduce -4.9% 91,059 $5.6M
Fifth Third Bancorp 0.02% Add +1.9% 90,390 $5.5M
Rafferty Asset Management, LLC 0.02% Reduce -1.9% 89,853 $5.5M
Citizens Business Bank 0.91% Add +1.9% 89,232 $5.5M
NewEdge Advisors, LLC 0.02% Add +29.0% 89,219 $5.5M
Stablepoint Partners, LLC 0.86% Add +2.6% 88,662 $5.4M
US Bancorp \de 0.01% Reduce -2.3% 86,423 $5.3M
Occidental Asset Management, LLC 0.66% Add +1.1% 85,846 $5.3M
Millennium Management 0.00% New 85,444 $5.2M
Graham Capital Management, L.P. 0.29% Reduce -0.4% 85,400 $5.2M
Mercer Global Advisors Inc. 0.01% Add +3.8% 83,914 $5.1M
Huntington National Bank 0.04% Reduce -13.1% 82,834 $5.1M
UniSuper Management Pty Ltd 0.03% Add +15.8% 80,613 $4.9M
Nordea Investment Management AB 0.00% Add +8.2% 80,776 $4.9M
Strategic Planning, Inc. 2.83% Reduce -2.3% 80,042 $4.9M
KBC Group NV 0.01% Add +17.9% 79,626 $4.9M
Global Wealth Management Investment Advisory, Inc. 0.80% Add +0.9% 78,186 $4.8M
Schroder Investment Management Group 0.00% Reduce -20.9% 76,591 $4.7M
Carson Advisory Inc. 2.49% Reduce -1.1% 75,416 $4.6M
Wills Financial Group LLC 1.86% Reduce -3.8% 74,318 $4.5M
Hennessy Advisors Inc. 0.16% Reduce -13.0% 73,477 $4.5M
Capital Investment Advisors, LLC 0.07% Add +5.1% 73,254 $4.5M
Independent Advisor Alliance 0.12% Add +5.6% 73,196 $4.5M
Bridge Creek Capital Management LLC 1.24% Reduce -1.1% 73,137 $4.5M
Pacer Advisors, Inc. 0.01% Add +6.1% 71,929 $4.4M
Vestmark Advisory Solutions, Inc. 0.08% Add +12.5% 71,725 $4.4M
Bill Few Associates, Inc. 1.12% Add +12.2% 70,777 $4.3M
Tidal Investments LLC 0.02% Add +111.7% 70,536 $4.3M
Robinson Value Management, Ltd. 2.50% Add +0.3% 70,438 $4.3M
Integrated Advisors Network LLC 0.18% Add +182.3% 70,379 $4.3M
Jump Financial, LLC 0.06% New 68,819 $4.2M
Salomon & Ludwin, LLC 0.38% Reduce -1.0% 67,985 $4.2M
MML Investors Services, LLC 0.01% Add +10.9% 66,111 $4.0M
Teachers Retirement System of the State of Kentucky 0.03% No change 65,797 $4.0M
Elo Mutual Pension Insurance Co 0.07% Add +19.2% 65,634 $4.0M
Synovus Financial Corp. 0.05% Add +3.6% 64,916 $4.0M
Pinnacle Associates Ltd. 0.05% Reduce -0.9% 64,302 $3.9M
Oppenheimer & Co. Inc. 0.05% Add +10.6% 64,223 $3.9M
Kestra Private Wealth Services, LLC 0.05% Add +2.3% 63,958 $3.9M
Cibc World Market Inc. 0.01% Add +2.2% 63,169 $3.9M
Truvestments Capital LLC 0.69% Add +0.5% 62,519 $3.8M
Atria Investments, Inc 0.04% Reduce -11.3% 62,509 $3.8M
Jackson Hole Capital Partners, LLC 0.65% Add +1.0% 62,390 $3.8M
D.A. Davidson & Co. 0.02% Add +9.3% 62,239 $3.8M
Prospera Financial Services Inc 0.06% Add +11.6% 61,241 $3.7M
IHT Wealth Management, LLC 0.09% Reduce -2.2% 61,054 $3.7M
Mizuho Securities USA LLC 0.08% Add +5.5% 62,159 $3.7M
Peapack Gladstone Financial Corp. 0.05% Reduce -3.7% 60,009 $3.7M
L & S Advisors Inc 0.39% New 59,231 $3.6M
Assetmark, Inc. 0.01% Add +43.9% 59,015 $3.6M
Principle Wealth Partners LLC 0.21% Add +4.1% 58,663 $3.6M
Capital Investment Advisory Services, LLC 0.28% Reduce -0.0% 58,609 $3.6M
Kera Capital Partners, Inc. 0.54% New 58,425 $3.6M
Investment Management Corp of Ontario 0.05% Reduce -78.6% 57,893 $3.5M
Bar Harbor Wealth Management 0.21% Add +8.7% 57,786 $3.5M
Axxcess Wealth Management, LLC 0.07% Reduce -4.2% 57,334 $3.5M
Agp Franklin, LLC 1.71% Add +1.7% 57,210 $3.5M
Sepio Capital, LP 0.20% Add +3.7% 56,647 $3.5M
SageView Advisory Group, LLC 0.12% Add +100.8% 56,167 $3.4M
Central Pacific Bank - Trust Division 0.43% Reduce -1.3% 55,732 $3.4M
Regions Financial Corp. 0.02% Add +5.7% 54,564 $3.3M
Virginia Wealth Management Group, Inc. 1.91% Add +3.0% 54,116 $3.3M
Thrivent Financial for Lutherans 0.01% Add +0.6% 53,900 $3.3M
Allianz Asset Management GmbH 0.00% Add +7.0% 53,782 $3.3M
Kentucky Retirement Systems 0.09% Reduce -0.2% 53,583 $3.3M
Janus Henderson Group PLC 0.00% Reduce -18.6% 53,387 $3.3M
Cwm, LLC 0.01% Reduce -87.9% 53,225 $3.3M
Lido Advisors, LLC 0.01% Add +59.9% 52,679 $3.2M
Norinchukin Bank, The 0.04% Add +3.5% 52,121 $3.2M
Rothschild Investment LLC 0.18% Add +9.5% 51,555 $3.2M
Azimuth Capital Investment Management LLC 0.11% Add +67.1% 51,541 $3.2M
Gallo Partners, LP 2.36% New 51,371 $3.1M
Slagle Financial, LLC 1.15% Add +3.6% 51,362 $3.1M
Morton Community Bank 0.72% Add +4.2% 53,067 $3.1M
Man Group plc 0.01% Reduce -33.3% 50,481 $3.1M
BTC Capital Management, Inc. 0.21% Add +23.1% 49,869 $3.0M
Hartford Investment Management Co. 0.09% Reduce -2.7% 49,759 $3.0M
Advisors Management Group Inc. 0.53% Reduce -1.6% 49,466 $3.0M
MFG Wealth Management, Inc. 2.27% Add +0.1% 49,102 $3.0M
TCV Trust & Wealth Management, Inc. 0.25% Add +0.6% 48,852 $3.0M
Graham Capital Wealth Management, LLC 3.04% Add +0.0% 48,499 $3.0M
Stratos Wealth Partners, LTD. 0.03% Add +53.1% 47,953 $2.9M
Brevan Howard Capital Management LP 0.04% Add +374.8% 47,500 $2.9M
Leelyn Smith, LLC 0.44% Add +3.2% 47,234 $2.9M
Dakota Wealth Management 0.06% Reduce -5.2% 47,007 $2.9M
Greenland Capital Management LP 0.46% New 46,358 $2.8M
Beck Capital Management, LLC 0.65% Add +2.4% 46,230 $2.8M
SummitTX Capital, L.P. 0.12% Add +323.8% 46,050 $2.8M
Generali Investments, Management Co LLC 0.58% Add +8.0% 45,657 $2.8M
Louisiana State Employees Retirement System 0.05% Reduce -0.4% 44,800 $2.7M
Profund Advisors LLC 0.09% Add +4.1% 44,612 $2.7M
HB Wealth Management, LLC 0.02% Add +30.5% 43,580 $2.7M
Blair William & Co. 0.01% Add +24.5% 43,340 $2.7M
Edgestream Partners, L.P. 0.08% Add +609.6% 42,667 $2.6M
Maryland State Retirement & Pension System 0.05% Add +1.8% 42,243 $2.6M
XML Financial, LLC 0.21% Reduce -6.5% 41,927 $2.6M
Gulf International Bank (UK) Ltd 0.08% Reduce -1.9% 41,495 $2.5M
Carret Asset Management, LLC 0.25% Add +1.9% 41,397 $2.5M
Securian Asset Management, Inc. 0.07% Reduce -7.6% 41,215 $2.5M
Vestcor Inc 0.07% Reduce -0.1% 40,699 $2.5M
Clearstead Advisors, LLC 0.04% Add +0.0% 40,658 $2.5M
Integrated Wealth Concepts LLC 0.02% Add +14.9% 39,601 $2.4M
Ethos Financial Group, LLC 0.19% Add +2.0% 39,552 $2.4M
Ascent Group, LLC 0.09% Add +11.6% 39,376 $2.4M
Gratus Wealth Advisors, LLC 0.34% Add +0.1% 39,167 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +0.4% 39,145 $2.4M
PFG Investments, LLC 0.12% Add +0.0% 39,135 $2.4M
Fifth Third Wealth Advisors LLC 0.09% Add +0.8% 39,020 $2.4M
Ieq Capital, LLC 0.01% Reduce -58.5% 38,883 $2.4M
New Mexico Educational Retirement Board 0.07% Reduce -1.8% 38,573 $2.4M
Arax Advisory Partners 0.03% Add +860.5% 38,343 $2.3M
Vectors Research Management, LLC 0.74% Add +1.0% 38,195 $2.3M
Tiaa Trust, National Association 0.01% Add +2.7% 37,981 $2.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.24% Add +0.6% 37,942 $2.3M
Midwest Trust Co 0.03% Reduce -10.1% 37,912 $2.3M
Wilmington Savings Fund Society, FSB 0.06% Reduce -15.5% 37,721 $2.3M
Miller Howard Investments Inc. 0.07% Add +4.3% 37,571 $2.3M
Baird Financial Group, Inc. 0.00% Add +4.0% 37,368 $2.3M
Northstar Advisory Group, LLC 0.93% Add +570.4% 37,254 $2.3M
Gotham Asset Management 0.01% Add +0.4% 36,877 $2.3M
Choreo, LLC 0.03% Add +3.0% 36,780 $2.2M
Garner Asset Management Corp 0.89% Add +14.5% 36,195 $2.2M
Argent Trust Co 0.08% Reduce -7.0% 36,002 $2.2M
Jane Street Group, LLC 0.00% New 35,724 $2.2M
Financial Security Advisor, Inc. 0.46% Reduce -3.0% 35,523 $2.2M
Arkadios Wealth Advisors 0.05% Add +30.3% 35,410 $2.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +10.3% 35,351 $2.2M
Kassira Wealth Management LLC 2.06% — 34,968 $2.1M
Towne Trust Company, N.A 0.69% Reduce -5.1% 34,858 $2.1M
United Capital Financial Advisors, LLC 0.02% Reduce -3.4% 34,711 $2.1M
Summit Trail Advisors, LLC 0.03% Add +81.3% 34,613 $2.1M
Generali Asset Management SPA SGR 0.05% Reduce -0.8% 34,515 $2.1M
All Terrain Financial Advisors, LLC 0.68% Add +12.3% 34,421 $2.1M
Cantor Fitzgerald Investment Advisors L.P. 0.14% Reduce -0.5% 34,295 $2.1M
Redmond Asset Management, LLC 0.51% Reduce -5.2% 33,857 $2.1M
Plan Group Financial, LLC 0.56% Add +16.4% 33,794 $2.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.7% 33,785 $2.1M
Patten & Patten Inc. 0.12% Add +8.9% 33,411 $2.0M
Beese Fulmer Investment Management, Inc. 0.14% Reduce -3.4% 33,205 $2.0M
Conning Inc. 0.07% No change 33,041 $2.0M
Quadrant Capital Group LLC 0.07% Add +0.1% 32,741 $2.0M
Crossmark Global Holdings, Inc. 0.03% Add +0.1% 32,735 $2.0M
Colonial River Investments, LLC 0.73% Reduce -2.4% 32,497 $2.0M
Dynamic Technology Lab Private Ltd 0.34% New 32,380 $2.0M
Wolverine Trading, LLC 0.04% New 32,327 $2.0M
Altman Advisors, Inc. 0.74% Add +0.9% 31,783 $1.9M
Bleakley Financial Group, LLC 0.04% Reduce -1.2% 31,632 $1.9M
Moors & Cabot, Inc. 0.08% Add +13.2% 31,427 $1.9M
Allworth Financial LP 0.01% Add +9.8% 31,423 $1.9M
Allstate Corp. 0.04% New 31,409 $1.9M
Graves Light Lenhart Wealth, Inc. 0.21% Reduce -10.0% 31,350 $1.9M
MAI Capital Management 0.01% Add +31.0% 31,293 $1.9M
Sompo Asset Management Co., Ltd. 0.33% Reduce -3.3% 31,240 $1.9M
Beverly Hills Private Wealth, LLC 0.34% Reduce -3.4% 31,161 $1.9M
Inspire Trust Co, N.A. 0.35% No change 31,000 $1.9M
J.W. Cole Advisors, Inc. 0.04% Add +4.2% 30,699 $1.9M
Bradley Foster & Sargent Inc. 0.03% Reduce -28.2% 30,500 $1.9M
Courier Capital LLC 0.11% Reduce -0.2% 30,417 $1.9M
Banque Cantonale Vaudoise 0.07% Reduce -0.2% 30,396 $1.9M
Stamos Capital Partners, L.P. 0.35% Reduce -34.7% 30,376 $1.9M
Beacon Bank & Trust 0.40% Reduce -2.3% 30,362 $1.9M
Ascent Wealth Partners, LLC 0.22% Reduce -0.5% 30,341 $1.9M
Apollon Wealth Management, LLC 0.03% Reduce -2.1% 30,302 $1.9M
Level Four Advisory Services, LLC 0.06% Add +2.9% 30,224 $1.8M
South Dakota Investment Council 0.04% Reduce -15.4% 30,184 $1.8M
Intech Investment Management LLC 0.02% Reduce -0.0% 30,136 $1.8M
Marex Group Ltd 0.02% New 30,000 $1.8M
Verus Financial Partners, Inc. 0.18% Add +55.1% 29,965 $1.8M
Horizon Investments, LLC 0.02% Add +21.2% 29,950 $1.8M
Concurrent Investment Advisors, LLC 0.03% Add +0.9% 29,855 $1.8M
Lowe Brockenbrough & Co. Inc. 0.09% Add +11.6% 29,626 $1.8M
Empirical Finance, LLC 0.09% Add +1.1% 29,555 $1.8M
Empowered Funds, LLC 0.02% Add +44.7% 29,426 $1.8M
Total Clarity Wealth Management, Inc. 0.48% Add +2.4% 29,268 $1.8M
GAMMA Investing LLC 0.10% Add +10.4% 29,262 $1.8M
Merit Financial Group, LLC 0.02% Add +45.3% 29,018 $1.8M
3Chopt Investment Partners, LLC 0.40% Reduce -8.4% 28,925 $1.8M
Cassaday & Co Wealth Management LLC 0.04% Add +5.5% 28,528 $1.7M
Greenwood Capital Associates LLC 0.20% Add +0.0% 28,490 $1.7M
Rodgers Brothers Inc. 0.21% Reduce -4.2% 28,415 $1.7M
Vident Advisory, LLC 0.02% Add +8.2% 28,178 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +20.1% 27,997 $1.7M
Farther Finance Advisors, LLC 0.03% Add +111.9% 27,476 $1.7M
Simmons Bank 0.11% Add +11.3% 27,285 $1.7M
CENTRAL TRUST Co 0.03% Reduce -0.4% 27,247 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.0% 27,200 $1.7M
Providence First Trust Co 0.58% Add +3.8% 27,189 $1.7M
Taylor Hoffman Capital Management LLC 0.52% Reduce -1.2% 27,022 $1.7M
SG Americas Securities, LLC 0.01% Reduce -90.6% 26,899 $1.6M
Vise Technologies, Inc. 0.06% Reduce -18.5% 26,838 $1.6M
Alpha Omega Wealth Management LLC 0.27% Reduce -9.2% 26,634 $1.6M
Park Avenue Securities LLC 0.01% Reduce -1.0% 26,502 $1.6M
Bull Street Advisors, LLC 0.76% Add +2.8% 26,450 $1.6M
Sequoia Financial Advisors, LLC 0.01% Reduce -3.0% 26,388 $1.6M
Alaethes Wealth, LLC 0.46% New 26,241 $1.6M
Coldstream Capital Management Inc. 0.02% Add +2.2% 26,199 $1.6M
Assenagon Asset Management S.A. 0.00% Add +2.6% 26,173 $1.6M
Palisade Asset Management, LLC 0.15% Add +0.1% 26,158 $1.6M
Richard Bernstein Advisors LLC 0.05% Reduce -50.5% 26,086 $1.6M
44 Wealth Management LLC 0.54% Add +41.8% 25,937 $1.6M
Kingsview Wealth Management, LLC 0.02% Add +1.5% 25,776 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -6.2% 25,280 $1.5M
Lee Danner & Bass Inc. 0.11% Reduce -0.6% 25,236 $1.5M
Capital Investment Counsel, Inc 0.19% Reduce -0.4% 25,119 $1.5M
Pensionfund Sabic 0.41% No change 24,400 $1.5M
Canandaigua National Bank & Trust Co. 0.13% Reduce -0.6% 24,253 $1.5M
Coastal Bridge Advisors, LLC 0.11% New 23,892 $1.5M
NorthCoast Asset Management LLC 0.01% Add +6.1% 23,657 $1.4M
Platform Technology Partners 0.34% Add +14.2% 23,448 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +32.8% 23,402 $1.4M
Personal Cfo Solutions, LLC 0.25% Reduce -1.4% 23,200 $1.4M
Benjamin Edwards Inc. 0.02% Add +26.4% 23,067 $1.4M
Mufg Securities Americas Inc. 0.09% Add +21.8% 23,014 $1.4M
Squarepoint Ops LLC 0.00% Reduce -10.1% 22,764 $1.4M
NovaPoint Capital, LLC 0.34% Add +13.1% 22,740 $1.4M
Florida Trust Wealth Management Co 0.04% Add +4.4% 22,588 $1.4M
Tounjian Advisory Partners, LLC 0.46% Reduce -10.1% 22,548 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -1.4% 22,460 $1.4M
Advisory Services Network, LLC 0.02% Reduce -35.4% 22,430 $1.4M
Valmark Advisers, Inc. 0.02% Reduce -0.1% 22,404 $1.4M
Tradewinds, LLC. 0.33% New 22,329 $1.4M
Snowden Capital Advisors LLC 0.04% Add +10.0% 22,260 $1.4M
TD Private Client Wealth LLC 0.03% Add +51.8% 22,234 $1.4M
Redwood Investment Management, LLC 0.15% Reduce -30.1% 22,230 $1.4M
Meketa Investment Group Inc. 4.41% Reduce -21.2% 21,944 $1.3M
Blue Trust, Inc. 0.01% Reduce -0.6% 21,915 $1.3M
Savant Capital, LLC 0.01% Add +89.1% 21,892 $1.3M
Aptus Capital Advisors, LLC 0.01% Add +7.9% 21,835 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +12.3% 21,516 $1.3M
Voleon Capital Management LP 0.03% Add +140.4% 21,304 $1.3M
Harbor Capital Advisors, Inc. 0.10% Add +2.8% 21,305 $1.3M
Westpac Banking Corp. 0.08% Reduce -32.3% 21,283 $1.3M
Concord Wealth Partners 0.18% Add +3.7% 21,201 $1.3M
HUB Investment Partners, LLC 0.05% Add +5.3% 21,195 $1.3M
Waverly Advisors, LLC 0.01% Add +16.3% 21,101 $1.3M
Concord Asset Management, LLC 0.23% Add +2.6% 20,986 $1.3M
Andra AP-fonden 0.02% No change 20,882 $1.3M
Marshall Wace, LLP 0.00% Reduce -44.6% 20,870 $1.3M
Spirit of America Management Corp. 0.25% No change 20,600 $1.3M
Danske Bank A/S 0.00% Add +4.0% 20,600 $1.3M
Nomura Holdings Inc. 0.01% New 20,479 $1.3M
Donaldson Capital Management, LLC 0.04% Add +7.4% 20,411 $1.2M
Cullinan Associates Inc. 0.08% No change 20,378 $1.2M
Equitable Holdings, Inc. 0.01% Add +56.2% 20,161 $1.2M
Future Fund LLC 0.43% Add +25.0% 20,127 $1.2M
Trust Co. of Toledo NA 0.12% Reduce -2.8% 19,836 $1.2M
Woodstock Corp. 0.11% Add +2.2% 19,824 $1.2M
Frank, Rimerman Advisors LLC 0.08% Reduce -0.7% 19,739 $1.2M
Chicago Capital, LLC 0.03% Add +10.6% 19,544 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +107.9% 19,509 $1.2M
Farringdon Capital, Ltd. 0.30% New 19,447 $1.2M
Spire Wealth Management 0.04% Add +15.5% 19,423 $1.2M
Burke & Herbert Bank & Trust Co. 0.25% Reduce -3.3% 19,378 $1.2M
Verdence Capital Advisors LLC 0.07% Add +345.8% 19,457 $1.2M
Principal Securities, Inc. 0.02% Add +7.1% 19,281 $1.2M
HM Payson & Co. 0.02% Add +109.8% 19,112 $1.2M
Stonegate Investment Group, LLC 0.03% Add +10.3% 18,914 $1.2M
Marietta Investment Partners LLC 0.22% Add +0.1% 18,898 $1.2M
NBT Bank, N.A. 0.07% Reduce -14.3% 16,684 $1.1M
Rossby Financial, LCC 0.38% No change 18,857 $1.1M
Cohen Klingenstein LLC 0.04% No change 18,700 $1.1M
Beck Mack & Oliver LLC 0.02% Add +12.0% 18,693 $1.1M
Radnor Capital Management, LLC 0.17% No change 18,620 $1.1M
Daymark Wealth Partners, LLC 0.04% Add +2.7% 18,574 $1.1M
Blueshift Asset Management, LLC 0.35% New 18,510 $1.1M
Waters Parkerson & Co., LLC 0.05% Add +4.0% 18,326 $1.1M
Pettyjohn, Wood & White, Inc. 0.18% Reduce -8.7% 18,213 $1.1M
Stock Yards Bank & Trust Co. 0.03% Reduce -3.2% 18,186 $1.1M
City Holding Co. 0.14% Reduce -6.0% 18,122 $1.1M
Valeo Financial Advisors, LLC 0.03% Reduce -19.7% 18,119 $1.1M
Bokf, NA 0.02% Add +53.2% 18,077 $1.1M
Occudo Quantitative Strategies LP 0.13% New 18,047 $1.1M
ABN AMRO Bank N.V. 0.01% Reduce -11.4% 18,100 $1.1M
Rbo & Co. LLC 0.17% No change 17,976 $1.1M
Peoples Financial Services Corp. 0.50% Reduce -3.6% 17,930 $1.1M
Scotia Capital Inc. 0.00% Add +1.6% 17,853 $1.1M
Bridgewater Associates 0.00% New 17,777 $1.1M
Signaturefd, LLC 0.02% Add +4.4% 17,614 $1.1M
Founders Financial Alliance, LLC 0.20% Add +0.1% 17,558 $1.1M
Elmwood Wealth Management, Inc. 0.38% Add +1.1% 17,414 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +2.1% 17,345 $1.1M
Keystone Financial Group 0.08% Add +0.6% 17,207 $1.1M
Praxis Investment Management Inc. 0.06% No change 17,170 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +1.0% 16,888 $1.0M
Tred Avon Family Wealth, LLC 0.36% — 16,873 $1.0M
Cornerstone Wealth Group, LLC 0.07% Add +0.8% 16,768 $1.0M
Perigon Wealth Management, LLC 0.02% Add +106.9% 16,712 $1.0M
Salvus Wealth Management, LLC 0.57% Reduce -0.4% 16,707 $1.0M
Innovative Wealth Building LLC 0.79% Add +1.1% 16,625 $1.0M
Chesley Taft & Associates LLC 0.04% Reduce -0.2% 16,542 $1.0M
First Financial Bankshares Inc 0.02% Add +0.9% 16,538 $1.0M
CI Investments Inc. 0.00% Reduce -22.1% 16,499 $1.0M
Wealthcare Advisory Partners LLC 0.02% Add +0.7% 16,488 $1.0M
First Horizon Corp. 0.05% — 16,465 $1.0M
Mason & Associates, LLC 0.25% No change 17,812 $1.0M
Dover Advisors, LLC 0.40% Add +37.5% 16,395 $1.0M
StoneX Group Inc. 0.04% Add +7.7% 16,367 $1.0M
MUFG Securities EMEA plc 0.03% Add +548.2% 16,335 $999K
NorthRock Partners, LLC 0.02% Add +31.7% 16,233 $993K
Sigma Planning Corp 0.03% Reduce -9.7% 16,142 $987K
Inspire Advisors, LLC 0.09% Reduce -26.1% 15,955 $976K
Elevated Capital Advisors, LLC 0.24% Reduce -12.3% 15,858 $970K
Thomasville National Bank 0.06% Reduce -5.1% 15,784 $966K
Claris Financial LLC 0.55% Add +23.2% 15,760 $964K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -12.2% 15,766 $962K
Blue Edge Capital, LLC 0.14% No change 15,700 $960K
Qtron Investments LLC 0.12% No change 15,681 $959K
Shelton Wealth Management, LLC 0.45% Add +6.0% 15,662 $958K
Trust Co. of Vermont 0.04% Reduce -2.3% 15,645 $957K
Jacobi Capital Management LLC 0.06% Reduce -0.7% 15,556 $952K
Culbertson A N & Co. Inc. 0.13% Add +2.3% 15,512 $949K
Whitener Capital Management, Inc. 0.23% Add +4.7% 15,505 $948K
PBMares Wealth Management LLC 0.15% Reduce -1.6% 15,497 $948K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -34.4% 15,480 $947K
Keel Point, LLC 0.06% Add +0.2% 15,466 $946K
Patten Group, Inc. 0.18% Reduce -0.7% 15,431 $944K
FineMark National Bank & Trust 0.03% Add +0.5% 15,368 $940K
Haverford Trust Co 0.01% No change 15,363 $940K
Dorsey & Whitney Trust CO LLC 0.05% Add +20.5% 15,348 $939K
Exencial Wealth Advisors, LLC 0.03% Add +8.4% 15,333 $938K
Belpointe Asset Management LLC 0.04% Reduce -1.8% 15,308 $936K
QRG Capital Management, Inc. 0.01% Add +34.6% 15,143 $926K
CoreCap Advisors, LLC 0.03% Add +2.0% 15,121 $925K
Jeppson Wealth Management, LLC 0.29% Reduce -1.9% 15,114 $925K
Ethic Inc. 0.02% Add +20.5% 15,099 $924K
Prudential PLC 0.01% No change 15,050 $921K
111 Capital 0.17% New 15,011 $918K
Caldwell Trust Co 0.09% Add +30.3% 15,011 $918K
Ceeto Capital Group, LLC 0.27% No change 15,000 $918K
Essex Financial Services, Inc. 0.05% Reduce -5.9% 14,975 $916K
Vista Investment Management 0.32% No change 14,806 $906K
Bessemer Group Inc. 0.00% Add +84.2% 14,766 $904K
Meeder Advisory Services, Inc. 0.04% Add +3.5% 14,632 $895K
Farmers & Merchants Investments Inc. 0.03% Reduce -0.5% 14,630 $895K
Ossiam 0.01% Reduce -37.2% 14,564 $891K
Hilltop Holdings Inc. 0.05% Reduce -3.0% 14,541 $889K
Altshuler Shaham Ltd 0.01% Add +37.1% 14,533 $889K
Mgo One Seven LLC 0.02% Add +75.5% 14,530 $889K
Heritage Wealth Advisors 0.04% Add +0.1% 14,528 $889K
Brown Brothers Harriman & Co. 0.01% Add +18.4% 14,435 $883K
Bearing Point Capital, LLC 0.15% Add +5.1% 14,400 $881K
Excalibur Management Corp. 0.32% Add +0.0% 14,374 $879K
Hamilton Wealth, LLC 0.18% New 14,338 $877K
Liberty One Investment Management, LLC 0.05% Add +20.1% 14,219 $870K
Dominguez Wealth Management Solutions, Inc. 0.55% Add +1.0% 14,184 $868K
Global Retirement Partners, LLC 0.02% Add +8.9% 14,171 $867K
Sovereign Financial Group, Inc. 0.16% Add +1.2% 14,138 $865K
Clarion Wealth Managment Partners, LLC 0.85% Reduce -1.1% 14,106 $863K
Sagespring Wealth Partners, LLC 0.02% Reduce -1.4% 14,090 $862K
Caprock Group, LLC 0.02% — 14,380 $861K
RiverFront Investment Group, LLC 0.02% Add +12.8% 14,068 $861K
Ballentine Partners, LLC 0.01% Reduce -0.3% 14,021 $858K
Arrow Financial Corp 0.09% Reduce -0.6% 14,008 $857K
Meridian Financial Partners LLC 0.36% Add +0.0% 14,136 $856K
Longfellow Investment Management Co. LLC 0.20% No change 13,937 $853K
Acorn Financial Advisory Services Inc. 0.13% Add +1.1% 13,881 $849K
Glenview Trust Co 0.01% Reduce -26.4% 13,869 $848K
Trivium Point Advisory, LLC 0.09% Reduce -6.4% 13,803 $844K
TCTC Holdings, LLC 0.03% Reduce -1.8% 13,778 $843K
Greenleaf Trust 0.01% Reduce -8.6% 13,754 $841K
Cornercap Investment Counsel Inc. 0.41% Reduce -1.7% 13,591 $831K
Navalign, LLC 0.22% Add +1.2% 13,572 $830K
Cadence Bank 0.05% Add +4.8% 13,547 $829K
HBW Advisory Services LLC 0.09% Add +5.4% 13,486 $825K
Nwam LLC 0.04% New 13,410 $824K
Pittenger & Anderson Inc. 0.03% Add +25.3% 13,465 $824K
UMB Bank, n.a. 0.01% Reduce -0.8% 13,448 $823K
Eagle Harbor Asset Management Inc. 0.71% Reduce -10.4% 13,410 $820K
Geneos Wealth Management Inc. 0.02% Reduce -20.3% 13,403 $820K
World Investment Advisors 0.02% Add +46.1% 13,378 $818K
Ables, Iannone, Moore & Associates, Inc. 0.47% Reduce -0.5% 13,359 $817K
SteelPeak Wealth, LLC 0.03% New 13,333 $816K
Archford Capital Strategies, LLC 0.10% Reduce -0.1% 13,318 $815K
Prosperity Consulting Group, LLC 0.04% Add +5.0% 13,186 $807K
San Luis Wealth Advisors LLC 0.14% Add +7.0% 13,132 $803K
Elm Partners Management LLC 0.04% Add +0.1% 13,078 $800K
Parcion Private Wealth LLC 0.05% Add +5.2% 13,073 $800K
SouthState Bank Corp 0.04% Add +4.4% 12,979 $794K
Confluence Wealth Services, Inc. 0.04% Reduce -7.1% 12,924 $791K
Brighton Jones LLC 0.02% Add +9.2% 12,916 $790K
Marco Investment Management LLC 0.06% Reduce -12.3% 12,834 $785K
Birch Hill Investment Advisors LLC 0.03% No change 12,787 $782K
CWA Asset Management Group, LLC 0.03% Reduce -4.0% 12,692 $776K
Diversify Advisory Services, LLC 0.03% Add +5.9% 13,131 $768K
Chickasaw Capital Management LLC 0.03% No change 12,544 $767K
International Assets Investment Management, LLC 0.06% No change 13,282 $766K
Canada Post Corp Registered Pension Plan 0.03% No change 12,477 $760K
Saturna Capital Corp. 0.01% No change 12,315 $753K
Meridian Wealth Management, LLC 0.03% Reduce -3.2% 12,300 $752K
Tema ETFs LLC 0.06% New 12,244 $749K
Legacy Wealth Asset Management, LLC 0.18% Add +49.9% 12,225 $748K
Holderness Investments Co. 0.15% Add +0.3% 12,153 $743K
SPC Financial, Inc. 0.06% Reduce -0.3% 12,145 $743K
Miller Financial Services LLC 0.86% Add +16.6% 12,124 $742K
Rahlfs Capital, LLC 0.58% No change 12,050 $737K
Main Street Group, LTD 0.23% Reduce -7.4% 11,957 $731K
Ti-Trust, Inc. 0.46% No change 11,929 $730K
Siemens Fonds Invest GmbH 0.04% Reduce -1.8% 11,890 $727K
Parallel Advisors, LLC 0.01% Add +27.3% 11,883 $727K
Apella Capital, LLC 0.02% Add +50.3% 11,963 $725K
Venture Visionary Partners LLC 0.03% Reduce -2.5% 11,847 $725K
Csenge Advisory Group 0.03% Reduce -2.2% 11,842 $724K
Centennial Wealth Advisory LLC 0.20% Add +9.3% 11,794 $721K
BCGM Wealth Management, LLC 0.19% Reduce -6.7% 11,776 $720K
Adalta Capital Management LLC 0.32% No change 11,700 $716K
Pallas Capital Advisors LLC 0.03% Add +1.7% 11,695 $715K
Vista Investment Partners LLC 0.20% Reduce -0.3% 11,612 $710K
Heritage Trust Co 0.08% Add +26.2% 11,611 $710K
Wealthspire Advisors, LLC 0.00% Add +17.7% 11,609 $710K
Baltimore-Washington Financial Advisors, Inc. 0.03% Reduce -0.1% 11,582 $708K
V-Square Quantitative Management LLC 0.12% Add +0.6% 11,484 $702K
Compound Planning, Inc. 0.02% Add +25.7% 11,465 $701K
Hendershot Investments Inc. 0.09% No change 11,433 $699K
Vanguard Capital Wealth Advisors 0.55% New 11,300 $691K
Federated Hermes, Inc. 0.00% Add +220.6% 11,259 $689K
Bragg Financial Advisors, Inc 0.02% Reduce -23.4% 11,251 $688K
Generali Investments CEE, investicni spolecnost, a.s. 0.05% No change 11,200 $685K
Allianz SE 0.01% No change 11,120 $680K
LongView Wealth Management 0.18% Add +1.1% 11,106 $679K
Heritage Investors Management Corp. 0.02% Reduce -0.9% 11,028 $675K
HighPoint Advisor Group LLC 0.03% Add +8.8% 11,022 $674K
Moneco Advisors, LLC 0.06% Add +3.5% 10,998 $673K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.8% 10,985 $672K
Bay Capital Advisors, LLC 0.44% No change 10,952 $670K
Ingalls & Snyder LLC 0.02% Reduce -7.8% 10,921 $668K
Callan Family Office, LLC 0.02% Reduce -18.3% 10,917 $668K
GTS Securities LLC 0.03% Reduce -6.3% 10,909 $667K
Midwest Professional Planners, LTD. 0.16% Reduce -0.6% 10,898 $667K
Anchor Investment Management, LLC 0.06% Add +0.0% 10,884 $666K
Bison Wealth, LLC 0.06% Add +33.1% 11,371 $665K
Wedmont Private Capital 0.02% Add +29.1% 10,891 $663K
Chemung Canal Trust Co. 0.13% No change 10,802 $661K
NTV Asset Management LLC 0.07% Add +4.2% 10,779 $659K
Stratos Wealth Advisors, LLC 0.03% Add +7.7% 10,774 $659K
Sumitomo Life Insurance Co. 0.02% Reduce -4.1% 10,745 $657K
Arkos Global Advisors 0.08% Add +59.6% 10,726 $656K
Capital Asset Advisory Services LLC 0.03% Reduce -0.1% 10,666 $652K
HBK Sorce Advisory LLC 0.02% Add +21.6% 10,562 $652K
Seneca House Advisors 0.26% Reduce -12.7% 10,617 $649K
Insigneo Advisory Services, LLC 0.05% Reduce -1.4% 10,557 $646K
Key Financial Inc 0.12% Reduce -0.1% 10,580 $644K
Plimoth Trust Co. LLC 0.15% Reduce -3.8% 10,515 $643K
Versor Investments LP 0.12% New 10,472 $641K
GC Wealth Management RIA, LLC 0.02% New 10,472 $641K
CX Institutional 0.02% Add +78.0% 10,465 $640K
Joel Isaacson & Co., LLC 0.02% Add +0.6% 10,435 $638K
Brooklyn Investment Group 0.09% Reduce -0.3% 11,424 $638K
Legacy Financial Advisors, Inc. 0.09% Add +0.3% 10,391 $636K
Smartleaf Asset Management LLC 0.04% Add +77.6% 10,361 $631K
Vontobel Holding Ltd. 0.00% New 10,193 $624K
Essential Partners LLC 0.21% Add +0.5% 10,167 $622K
Commerzbank Aktiengesellschaft 0.01% No change 10,125 $620K
Phoenix Wealth Advisors 0.24% Reduce -1.1% 10,032 $614K
Kingswood Wealth Advisors, LLC 0.04% Add +0.9% 10,019 $613K
Catalyst Financial Partners LLC 0.07% Add +11.6% 9,965 $610K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -3.3% 9,828 $605K
IFP Advisors, Inc 0.02% Reduce -41.0% 9,864 $603K
Hayek Kallen Investment Management 0.19% Reduce -2.0% 9,828 $601K
Institute for Wealth Management, LLC. 0.06% Add +7.4% 9,776 $598K
VeraBank, N.A. 0.11% No change 9,699 $593K
Eastern Bank 0.01% Add +2.0% 9,697 $593K
Fidelis Capital Partners, LLC 0.05% Reduce -2.1% 9,683 $592K
Coppell Advisory Solutions LLC 0.06% Reduce -0.2% 9,661 $589K
Rathbones Group PLC 0.00% New 9,620 $588K
AlphaStar Capital Management, LLC 0.05% Add +7.2% 9,618 $588K
Modera Wealth Management, LLC 0.01% Reduce -0.8% 9,607 $588K
Oak Hill Wealth Advisors, LLC 0.11% Reduce -4.3% 9,582 $586K
Smith, Moore & Co. 0.04% Add +4.9% 9,535 $583K
U.S. Capital Wealth Advisors, LLC 0.02% Add +2.0% 9,464 $579K
Carnegie Investment Counsel 0.01% Add +7.9% 9,464 $579K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -1.1% 9,357 $572K
WESPAC Advisors, LLC 0.33% New 9,339 $571K
Strategic Blueprint, LLC 0.02% Add +2.9% 9,317 $570K
Cordgrass Capital Advisors, LLC 0.14% Reduce -3.9% 9,246 $566K
Fragasso Financial Advisors Inc 0.04% Add +62.3% 9,170 $564K
Lewis Asset Management, LLC 0.23% New 9,212 $563K
Rowlandmiller & Partners.adv 0.11% Add +4.9% 9,165 $561K
Savvy Advisors, Inc. 0.03% New 9,160 $560K
1620 Investment Advisors, Inc. 0.38% Add +1.3% 9,121 $558K
Triangle Securities Wealth Management 0.13% Add +19.4% 9,110 $557K
Maridea Wealth Management LLC 0.09% Add +1.0% 9,026 $555K
United Advisor Group, LLC 0.07% Add +50.3% 9,034 $553K
Armstrong Advisory Group, Inc. 0.04% Add +0.0% 9,016 $552K
Chapman Financial Group, LLC 0.38% Reduce -2.2% 9,010 $551K
FourThought Financial Partners, LLC 0.05% Add +29.2% 8,996 $550K
Members Trust Co 0.02% Add +0.4% 8,981 $549K
Rakuten Investment Management, Inc. 0.00% — 2,497 $549K
Cullen/Frost Bankers, Inc. 0.01% Reduce -18.3% 8,941 $547K
Premier Path Wealth Partners, LLC 0.07% Add +0.8% 8,850 $541K
Wedbush Securities Inc. 0.02% Reduce -4.2% 8,844 $541K
Agf Management Ltd. 0.00% Reduce -20.9% 8,820 $540K
Camelot Portfolios, LLC 0.32% Reduce -10.5% 8,774 $537K
Manchester Capital Management LLC 0.07% Add +8.0% 8,732 $534K
Foundations Investment Advisors, LLC 0.01% Reduce -42.1% 8,705 $532K
Monograph Wealth Advisors, LLC 0.05% Reduce -0.0% 8,700 $532K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -0.9% 8,682 $531K
Rockland Trust Co. 0.02% New 8,633 $528K
Pointe Capital Management LLC 0.26% No change 8,600 $526K
Hughes Financial Services, LLC 0.08% Add +0.6% 8,585 $523K
SS&H Financial Advisors, Inc. 0.16% No change 8,493 $520K
First National Trust Co 0.02% Reduce -18.1% 8,486 $519K
Adams Wealth Management 0.11% Reduce -13.6% 8,475 $518K
CacheTech Inc. 0.10% Reduce -13.6% 8,475 $518K
DiNuzzo Private Wealth, Inc. 0.06% Reduce -0.0% 8,604 $515K
United Asset Strategies, Inc. 0.04% Add +0.1% 8,402 $514K
Cresset Asset Management, LLC 0.00% Add +26.9% 8,400 $514K
Hardin Capital Partners, LLC 0.28% Reduce -0.9% 8,386 $513K
Citizens Financial Group Inc. 0.01% Reduce -2.2% 8,367 $512K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -19.3% 8,336 $510K
Optimum Investment Advisors 0.20% Add +7.8% 8,275 $506K
VestGen Advisors, LLC 0.02% New 8,275 $506K
Bay Rivers Group 0.21% Reduce -4.2% 8,263 $505K
Farmers Trust Co. 0.09% Add +1.8% 8,217 $503K
Cigna Investments Inc. 0.07% Reduce -1.1% 8,191 $501K
49 Wealth Management, LLC 0.05% Add +15.8% 8,180 $500K
Kidder Stephen W 0.14% No change 8,157 $499K
Richard W. Paul & Associates, LLC 0.17% Reduce -4.0% 8,133 $497K
Wealth Quarterback LLC 0.19% Add +6.6% 8,084 $494K
Empire Financial Management Company, LLC 0.11% No change 8,054 $493K
Birchcreek Wealth Management, LLC 0.25% No change 8,051 $492K
Lantern Wealth Advisors, LLC 0.26% Add +60.5% 8,034 $491K
Outfitters Financial LLC 0.40% Reduce -1.2% 8,030 $491K
GWN Securities Inc. 0.11% Add +69.8% 7,980 $491K
Graver Capital Management, LLC 0.41% No change 8,000 $489K
Lawson Kroeker Investment Management Inc. 0.09% Reduce -11.6% 7,967 $487K
Mainstay Capital Management LLC 0.05% Reduce -50.0% 7,959 $487K
Family Legacy Financial Solutions, LLC 0.37% Add +7.3% 7,944 $486K
Kentucky Trust Co 0.26% Reduce -3.9% 7,940 $486K
Guardian Wealth Advisors, LLC / NC 0.03% Add +3.5% 7,940 $486K
Summit Financial, LLC 0.01% Add +1.5% 7,934 $485K
Signature Estate & Investment Advisors LLC 0.01% Add +3.4% 7,917 $484K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.8% 7,869 $481K
ICW Investment Advisors LLC 0.17% Add +0.1% 7,845 $480K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.17% No change 7,806 $477K
Cobblestone Capital Advisors LLC 0.02% Add +0.1% 7,786 $476K
Mutual Advisors, LLC 0.01% Reduce -8.3% 7,849 $476K
SeaCrest Wealth Management, LLC 0.05% Reduce -8.2% 7,857 $476K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.4% 7,779 $476K
Commonwealth Retirement Investments LLC 0.16% Reduce -8.3% 7,776 $476K
RVW Wealth, LLC 0.04% No change 7,725 $473K
Element Pointe Advisors, LLC 0.10% New 7,680 $470K
Burney Co./ 0.01% Reduce -9.5% 7,660 $469K
Welch Group, LLC 0.02% Add +0.7% 7,650 $468K
Vista Cima Wealth Management LLC 0.39% New 7,649 $468K
Koshinski Asset Management, Inc. 0.03% Add +0.0% 7,616 $466K
Jaffetilchin Investment Partners, LLC 0.03% Add +0.0% 7,585 $464K
Meadowbrook Wealth Management, LLC 0.48% — 7,575 $463K
Harmony Asset Management LLC 0.16% Reduce -1.9% 7,556 $462K
Cornerstone Wealth Management, LLC 0.03% Reduce -2.2% 7,551 $462K
1ST Source Bank 0.02% Reduce -3.1% 7,544 $461K
Sunbelt Securities, Inc. 0.03% Add +5.9% 7,531 $461K
Leavell Investment Management, Inc. 0.02% Reduce -21.8% 7,507 $459K
Sard Wealth Management Group, LLC 0.26% Add +0.0% 7,492 $458K
Asahi Life Asset Management Co., LTD. 0.25% New 7,453 $456K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% No change 7,432 $455K
Fiduciary Group, LLC 0.04% Reduce -2.2% 7,427 $454K
Cidel Asset Management Inc. 0.03% No change 7,413 $453K
Olde Wealth Management, LLC 0.14% — 7,417 $451K
Linscomb Wealth, Inc. 0.02% Reduce -3.3% 7,347 $449K
Pinnacle Financial Partners Inc 0.01% Reduce -16.0% 7,324 $448K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.4% 7,305 $447K
Mystic Asset Management, Inc. 0.10% Add +5.8% 7,297 $446K
Harbour Investments, Inc. 0.01% Add +11.2% 7,293 $446K
Tandem Investment Partners LLC 0.37% New 7,266 $444K
Investors Research Corp 0.08% Reduce -0.2% 7,266 $444K
Balboa Wealth Partners 0.08% Add +57.3% 7,228 $442K
Sax Wealth Advisors, LLC 0.02% Add +17.1% 7,220 $442K
Ancora Advisors LLC 0.01% Reduce -28.8% 7,216 $441K
Point Windward Advisors Inc. 0.21% Reduce -6.5% 7,200 $440K
JBR Co Financial Management Inc 0.19% Reduce -2.0% 7,182 $439K
Fiduciary Alliance LLC 0.03% Add +6.3% 7,147 $437K
Register Financial Advisors LLC 0.17% Add +4.9% 7,094 $434K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -16.1% 7,058 $432K
Colonial Trust Co / SC 0.06% Add +0.6% 7,056 $432K
Pure Financial Advisors, LLC 0.01% Reduce -0.8% 7,051 $431K
Private Wealth Partners, LLC 0.03% No change 7,045 $431K
Campbell Deegan Wealth Management, LLC 0.38% Add +7.6% 7,039 $431K
Stokes Family Office, LLC 0.04% Add +0.3% 7,023 $430K
Composition Wealth, LLC 0.01% Add +8.7% 7,002 $428K
Cornerstone Advisory, LLC 0.04% Add +1.2% 7,000 $428K
First Command Advisory Services, Inc. 0.00% Add +34.4% 6,964 $426K
Transcend Capital Advisors, LLC 0.03% Add +17.6% 6,954 $425K
Parsons Capital Management Inc. 0.02% No change 6,939 $424K
Panagora Asset Management Inc. 0.00% Reduce -82.8% 6,929 $424K
Advisory Alpha, LLC 0.01% Add +48.9% 6,847 $418K
Centurion Wealth Management LLC 0.10% Add +5.2% 6,839 $418K
Evergreen Capital Management LLC 0.01% Add +17.3% 6,823 $417K
EverSource Wealth Advisors, LLC 0.02% Add +3.6% 6,808 $416K
Busey Bank 0.01% Add +6.0% 6,803 $416K
Walleye Capital LLC 0.00% Reduce -8.0% 6,765 $414K
Simplicity Wealth,LLC 0.02% New 6,749 $413K
Baader Bank Aktiengesellschaft 0.03% New 6,838 $413K
Hantz Financial Services, Inc. 0.01% Reduce -9.5% 6,734 $412K
Brookwood Investment Group LLC 0.05% New 6,728 $412K
Regal Investment Advisors LLC 0.03% Add +47.4% 6,718 $411K
Castle Rock Wealth Management, LLC 0.09% New 6,708 $410K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -31.6% 6,683 $409K
Quotient Wealth Partners, LLC 0.01% Reduce -14.4% 6,671 $408K
Three Magnolias Financial Advisors, LLC 0.25% No change 6,629 $406K
Cobblestone Asset Management LLC 0.19% Add +0.1% 6,626 $405K
Nilsine Partners, LLC 0.04% Reduce -3.3% 6,622 $405K
A. D. Beadell Investment Counsel, Inc. 0.28% No change 6,625 $405K
SBI Securities Co., Ltd. 0.01% Add +12.5% 6,616 $405K
Journey Strategic Wealth LLC 0.01% Add +22.3% 6,586 $403K
Abacus Planning Group, Inc. 0.06% Add +0.1% 6,583 $403K
Triad Wealth Partners, LLC 0.05% Add +15.2% 6,549 $401K
Alpha Family Trust 0.19% No change 6,540 $400K
Sovran Advisors, LLC 0.04% New 6,708 $399K
Capital Analysts, LLC 0.01% Add +0.3% 6,494 $397K
OLIO Financial Planning 0.12% Add +0.2% 6,477 $396K
RFG Advisory, LLC 0.01% Reduce -44.0% 6,432 $393K
Thrive Capital Management, LLC 0.10% No change 6,420 $393K
Smith Group Asset Management, LLC 0.02% No change 6,400 $391K
Aviance Capital Partners, LLC 0.05% Add +8.5% 6,367 $389K
Johnson Investment Counsel Inc. 0.00% Add +9.0% 6,365 $389K
International Private Wealth Advisors LLC 0.24% Reduce -10.7% 6,282 $384K
Kovack Advisors, Inc. 0.04% Reduce -16.5% 6,269 $383K
Evoke Wealth, LLC 0.01% Add +1.6% 6,243 $382K
Evermay Wealth Management LLC 0.04% No change 6,238 $382K
United Bank 0.05% Reduce -6.2% 6,233 $381K
Hudock, Inc. 0.06% Reduce -6.0% 6,210 $380K
Ameritas Advisory Services, LLC 0.02% Add +22.8% 6,205 $380K
Salem Investment Counselors Inc. 0.01% Add +6.5% 6,192 $379K
Formidable Asset Management, LLC 0.06% Add +19.1% 6,653 $376K
Walker Asset Management, LLC 0.21% Add +1.1% 6,142 $376K
Private Client Services, LLC 0.12% Reduce -2.3% 6,093 $373K
Romano Brothers and Company 0.04% New 6,132 $372K
Optas, LLC 0.06% Add +2.4% 6,048 $370K
Curat Global, LLC 0.35% No change 6,065 $370K
Hennion & Walsh Asset Management, Inc. 0.01% Add +19.8% 6,029 $369K
Cypress Capital Group 0.04% No change 6,015 $368K
Hummer Financial Advisory Services Inc 0.27% No change 6,001 $367K
Requisite Capital Management, LLC 0.06% New 5,983 $366K
Financial Sense Advisors, Inc. 0.08% Add +0.1% 5,978 $366K
St Germain D J Co. Inc. 0.01% Reduce -7.2% 5,977 $366K
Allen Mooney & Barnes Investment Advisors LLC 0.06% No change 5,975 $365K
Interchange Capital Partners, LLC 0.07% Add +16.3% 5,929 $363K
Montag A & Associates Inc. 0.02% Reduce -6.3% 5,915 $362K
Aprio Wealth Management, LLC 0.04% New 5,906 $361K
Group One Trading LLC 0.01% Add +216.8% 5,906 $361K
Bayesian Capital Management, LP 0.07% New 5,900 $361K
Shell Asset Management Co. 0.04% Reduce -24.8% 5,887 $360K
Leonteq Securities AG 0.02% Add +1514.0% 5,875 $359K
Firethorn Wealth Partners, LLC 0.14% New 5,869 $359K
Warner Financial, Inc. 0.13% New 5,828 $356K
Cullen Capital Management, LLC 0.00% Reduce -2.3% 5,800 $355K
Capital Management Corp. 0.06% No change 5,789 $354K
Smithfield Trust Co 0.02% No change 5,800 $354K
First National Bank & Trust Co. of Newtown 0.07% No change 5,763 $353K
Aspiriant, LLC 0.01% Reduce -1.2% 5,726 $350K
MIdWestOne Financial Group, Inc. 0.04% Reduce -20.8% 5,710 $349K
denkapparat Operations GmbH 0.22% No change 5,696 $348K
Caldwell Sutter Capital, Inc. 0.15% Reduce -2.3% 5,693 $348K
Great Valley Advisor Group, Inc. 0.01% Add +32.0% 5,672 $347K
Howard Capital Management, LLC 0.00% Add +3.3% 5,659 $346K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 5,657 $346K
Brown Miller Wealth Management, LLC 0.10% Reduce -6.0% 5,643 $345K
Adirondack Trust Co. 0.12% Reduce -0.5% 5,642 $345K
RFG - Bristol Wealth Advisors, LLC 0.10% Reduce -3.2% 5,631 $344K
Northwest Bancshares, Inc. 0.06% Reduce -3.4% 5,629 $344K
Pine Valley Investments Ltd Liability Co 0.02% No change 5,600 $343K
Schonfeld Strategic Advisors LLC 0.00% New 5,598 $342K
Sequent Planning LLC 0.10% No change 5,597 $342K
Luts & Greenleigh Group, Inc. 0.31% Reduce -1.3% 5,595 $342K
Forum Financial Management, LP 0.00% Add +9.9% 5,574 $341K
BLB&B Advisors, LLC 0.01% Reduce -19.3% 5,571 $341K
LCNB Corp. 0.12% Reduce -12.2% 5,559 $340K
Dynamic Advisor Solutions LLC 0.01% Reduce -5.3% 5,543 $339K
IFG Advisory, LLC 0.02% Add +0.3% 5,526 $338K
Mechanics Bank Trust Department 0.05% Reduce -12.0% 5,510 $337K
Syon Capital LLC 0.02% Add +23.7% 5,502 $337K
NDWM LLC 0.23% No change 5,500 $336K
Headinvest, LLC 0.07% Reduce -15.4% 5,482 $335K
Schmidt P J Investment Management Inc. 0.06% Add +7.8% 5,482 $335K
Crestwood Advisors Group, LLC 0.01% Reduce -34.0% 5,478 $335K
First Bank & Trust 0.06% Reduce -35.6% 5,452 $333K
Hartford Financial Management Inc. 0.09% No change 5,435 $332K
Sfmg, LLC 0.02% No change 5,350 $327K
CreativeOne Wealth, LLC 0.01% Add +24.1% 5,328 $326K
SevenBridge Financial Group, LLC 0.05% Add +39.9% 5,298 $325K
Net Worth Advisory Group 0.09% New 5,313 $325K
Shikiar Asset Management Inc. 0.09% New 5,297 $324K
Berger Financial Group, Inc 0.02% No change 5,266 $322K
Mather Group, Llc. 0.00% Add +0.9% 5,222 $319K
Fruth Investment Management 0.09% Reduce -9.8% 5,228 $319K
Blue Fin Capital, Inc. 0.05% Reduce -1.6% 5,208 $319K
Two Sigma Securities, LLC 0.05% New 5,164 $316K
Allegheny Financial Group 0.06% New 5,143 $315K
HF Advisory Group, LLC 0.12% Add +0.8% 5,129 $314K
Compass Ion Advisors, LLC 0.03% Add +0.3% 5,127 $314K
Manske Wealth Management 0.10% Add +0.1% 5,126 $314K
Everhart Financial Group, Inc. 0.03% New 5,117 $313K
SVB Wealth LLC 0.02% Add +9.0% 5,090 $311K
Chicago Partners Investment Group LLC 0.01% Add +5.9% 5,197 $310K
one8zero8, LLC 0.07% Add +22.9% 5,009 $306K
Longview Financial Advisors, Inc. 0.22% No change 4,996 $306K
Independent Financial Group, LLC 0.01% Add +5.4% 4,995 $306K
AdvisorNet Financial, Inc 0.02% Add +4.8% 4,987 $305K
Wealth Alliance, LLC 0.03% Add +9.8% 4,986 $305K
Essex Bank 0.07% No change 4,986 $305K
Citizens National Bank Trust Department 0.05% No change 4,973 $304K
Sheets Smith Wealth Management 0.03% Reduce -2.4% 4,953 $303K
Engineers Gate Manager LP 0.00% New 4,949 $303K
Ritholtz Wealth Management 0.01% Add +17.3% 4,906 $300K
Greatmark Investment Partners, Inc. 0.04% Add +7.7% 4,900 $300K
ZWJ Investment Counsel Inc. 0.01% Add +2.0% 4,897 $300K
Y-Intercept (Hong Kong) Ltd 0.01% New 4,877 $298K
Campion Asset Management 0.21% Reduce -4.9% 4,849 $297K
Dividend Assets Capital, LLC 0.05% No change 4,842 $296K
Continuum Advisory, LLC 0.03% Add +13.3% 4,829 $295K
WJ Financial Advisors LLC 0.29% — 4,825 $295K
Wolverine Asset Management LLC 0.02% No change 4,799 $294K
Diversified Trust Co. 0.01% Add +11.1% 4,792 $293K
Whittier Trust Co. 0.00% Reduce -2.0% 4,755 $293K
Elevation Point Wealth Partners, LLC 0.02% Add +591.2% 4,769 $292K
Investment Partners Asset Management, Inc. 0.19% No change 4,729 $289K
Penobscot Investment Management Company, Inc. 0.02% Add +26.9% 4,725 $289K
Axq Capital, LP 0.11% New 4,701 $288K
Shelton Capital Management 0.01% No change 4,701 $288K
Canton Hathaway, LLC 0.06% Add +422.2% 4,700 $287K
Nicolet Advisory Services, LLC 0.02% Add +2.1% 4,714 $287K
Alpha Cubed Investments, LLC 0.01% Reduce -2.3% 4,687 $287K
PDS Planning, Inc 0.02% Add +3.3% 4,674 $286K
Violich Capital Management, Inc. 0.03% No change 4,655 $285K
Clare Market Investments LLC 0.06% Add +0.5% 4,639 $284K
First Eagle Investment Management, LLC 0.00% Add +0.8% 4,622 $283K
Meridian Financial Advisors, LLC 0.16% Add +0.8% 4,618 $283K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,600 $281K
Pines Wealth Management, LLC 0.09% Add +16.1% 4,593 $281K
Checchi Capital Advisers, LLC 0.02% Reduce -7.5% 4,590 $281K
Rehmann Capital Advisory Group 0.02% Add +0.8% 4,579 $280K
Kinloch Capital, LLC 0.12% Reduce -3.5% 4,577 $280K
Trust Point Inc. 0.02% Add +13.8% 4,563 $279K
Camden National Bank 0.04% No change 4,532 $277K
Sivia Capital Partners, LLC 0.08% Reduce -9.6% 4,515 $276K
Altrius Capital Management Inc 0.06% New 4,507 $276K
NorthStar Asset Management LLC 0.13% Add +7.5% 4,495 $275K
Second Half Financial Partners, LLC 0.12% Reduce -0.0% 4,480 $274K
Paradigm Capital Management, LLC 0.27% New 4,475 $274K
SOL Capital Management CO 0.02% New 4,480 $274K
Eagle Strategies LLC 0.04% Add +18.3% 4,472 $274K
Advisor OS, LLC 0.02% Add +13.1% 4,471 $273K
Aspect Partners, LLC 0.12% No change 4,461 $273K
Alta Advisers Ltd 0.08% No change 4,461 $273K
Ridgewood Investments LLC 0.12% Reduce -2.1% 4,454 $272K
Moloney Securities Asset Management, LLC 0.03% New 4,446 $272K
Chesapeake Wealth Management 0.08% Reduce -0.3% 4,386 $268K
CJM Wealth Advisers, Ltd. 0.08% Add +0.5% 4,365 $267K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -7.4% 4,363 $267K
Clarius Group, LLC 0.02% Reduce -28.3% 4,353 $266K
Park National Corp. 0.01% Reduce -0.8% 4,345 $266K
JARISLOWSKY, FRASER Ltd 0.00% No change 4,336 $265K
Cahaba Wealth Management, Inc. 0.02% Add +1.0% 4,310 $264K
Arvest Bank Trust Division 0.01% New 4,302 $263K
Fisher Asset Management 0.00% New 4,301 $263K
Turtle Creek Wealth Advisors, LLC 0.02% New 4,302 $263K
Herold Advisors, Inc. 0.06% Reduce -9.7% 4,300 $263K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +7.8% 4,283 $262K
Flynn Zito Capital Management, LLC 0.10% Reduce -1.2% 4,274 $261K
Pinnacle West Asset Management, Inc. 0.17% No change 4,270 $261K
Resonant Capital Advisors, LLC 0.02% Add +10.9% 4,266 $261K
Reliant Investment Partners, LLC 0.20% Reduce -1.1% 4,234 $261K
Novak & Powell Financial Services, Inc. 0.14% Reduce -0.9% 4,249 $260K
NorthCrest Asset Manangement, LLC 0.01% New 4,267 $260K
Volterra Technologies LP 0.17% New 4,245 $260K
Intrua Financial, LLC 0.03% Reduce -9.1% 4,220 $258K
Soltis Investment Advisors LLC 0.02% New 4,204 $257K
Heritage Wealth Management, Inc. 0.08% Reduce -0.8% 4,202 $257K
Howard Bailey Securities, LLC 0.07% No change 4,187 $256K
Sherbrooke Park Advisers LLC 0.12% New 4,185 $256K
First United Bank & Trust 0.08% Reduce -4.7% 4,183 $256K
Boothbay Fund Management, LLC 0.01% New 4,167 $255K
Patton Fund Management, Inc. 0.05% No change 4,160 $254K
Alliance Wealth Advisors, LLC 0.13% Add +2.1% 4,134 $253K
Nadler Financial Group, Inc. 0.02% No change 4,132 $253K
Private Trust Co. NA 0.02% Reduce -15.9% 4,112 $252K
Boltwood Capital Management 0.07% Reduce -0.2% 4,105 $251K
Hollow Brook Wealth Management LLC 0.06% Add +3.0% 4,070 $249K
King Luther Capital Management Corp. 0.00% No change 4,070 $249K
Strive Asset Management, LLC 0.13% Reduce -20.1% 4,060 $248K
Fee-Only Financial Planning, L.C. 0.14% No change 4,060 $248K
Sowell Financial Services LLC 0.01% Reduce -20.9% 4,058 $248K
Armstrong, Fleming & Moore, Inc 0.12% Add +8.3% 4,056 $248K
Sharp Wealth Advisory, LLC 0.13% Reduce -61.7% 4,054 $248K
Ifrah Financial Services, Inc. 0.06% Reduce -0.4% 4,052 $248K
MKT Advisors LLC 0.09% Reduce -9.0% 4,028 $245K
L2 Asset Management, LLC 0.04% Add +4.9% 4,006 $245K
Central Asset Investments & Management Holdings (HK) Ltd 0.17% New 4,000 $245K
Alteri Wealth LLC 0.08% New 3,990 $244K
Fulton Breakefield Broenniman LLC 0.02% New 3,987 $244K
Athena Investment Management 0.13% Reduce -0.2% 3,980 $243K
Tompkins Financial Corp. 0.02% No change 3,970 $243K
GPS Wealth Strategies Group, LLC 0.03% Add +369.8% 3,965 $243K
Colonial Trust Advisors 0.02% Reduce -11.2% 3,961 $242K
Ballast, Inc. 0.06% No change 3,938 $241K
Somerset Trust Co 0.07% Add +0.8% 3,936 $241K
D.B. Root & Company, LLC 0.06% Reduce -1.9% 3,927 $240K
Bank of New Hampshire 0.06% No change 3,920 $240K
Armor Investment Advisors, LLC 0.08% Add +2.6% 3,914 $239K
Leo Wealth, LLC 0.03% Add +1.2% 3,904 $239K
Welch & Forbes LLC 0.00% No change 3,870 $237K
Boston Family Office LLC 0.01% No change 3,850 $236K
MSH Capital Advisors LLC 0.06% Reduce -8.9% 3,855 $236K
Ausdal Financial Partners, Inc. 0.01% New 3,847 $235K
Old North State Trust, LLC 0.14% Reduce -3.7% 3,844 $235K
North Star Investment Management Corp. 0.02% No change 3,837 $235K
Bank & Trust Co 0.17% No change 3,823 $234K
Physician Wealth Advisors, Inc. 0.03% Reduce -5.3% 3,814 $233K
Nalls Sherbakoff Group, LLC 0.16% No change 3,790 $232K
Sapient Capital LLC 0.00% Reduce -0.1% 3,800 $231K
Hall Capital Management Co. Inc. 0.09% Reduce -7.7% 3,773 $231K
Nabity-Jensen Investment Management Inc 0.16% Reduce -13.3% 3,766 $230K
Drive Wealth Management, LLC 0.05% Add +4.5% 3,758 $230K
Advyzon Investment Management, LLC 0.04% New 3,742 $229K
Tranquility Partners, LLC 0.08% Reduce -6.2% 3,710 $227K
Old Port Advisors 0.06% Reduce -13.2% 3,708 $227K
Hunter Associates Investment Management LLC 0.03% Add +0.2% 3,701 $226K
Norris Financial Group, LLC 0.08% New 3,680 $225K
M.E. Allison & Co., Inc. 0.16% No change 3,672 $225K
Farmers National Bank 0.05% Reduce -2.1% 3,650 $223K
Virtus Advisers, LLC 0.13% Reduce -14.2% 3,645 $223K
Naples Global Advisors, LLC 0.02% New 3,644 $223K
Genesis Private Wealth, LLC 0.09% New 3,639 $223K
Howard Capital Management Group, LLC 0.01% No change 3,635 $222K
Searle & Co. 0.06% Reduce -7.8% 3,631 $222K
Fort Washington Investment Advisors Inc. 0.00% Reduce -23.9% 3,626 $222K
Onyx Bridge Wealth Group LLC 0.02% New 3,600 $220K
Widmann Financial Services, Inc. 0.14% Reduce -2.7% 3,591 $220K
Morris Financial Concepts, Inc. 0.08% New 3,584 $219K
Sandbox Financial Partners, LLC 0.06% Reduce -1.8% 3,579 $219K
Versant Capital Management, Inc 0.03% Reduce -28.9% 3,548 $217K
MBA Advisors LLC 0.09% Reduce -0.7% 3,544 $217K
David J Yvars Group 0.12% New 3,540 $217K
MTM Investment Management, LLC 0.07% No change 3,540 $217K
Visionary Wealth Advisors 0.01% New 3,529 $216K
West Family Investments, Inc. 0.05% New 3,528 $216K
Tower Bridge Advisors 0.02% New 3,504 $214K
Viking Fund Management LLC 0.03% No change 3,500 $214K
First National Bank of Hutchinson 0.11% New 3,498 $214K
Lanham O'Dell & Company, Inc. 0.07% New 3,485 $213K
Bayforest Capital Ltd 0.10% New 3,483 $213K
Aull & Monroe Investment Management Corp 0.11% New 3,468 $212K
Walkner Condon Financial Advisors LLC 0.03% New 3,461 $212K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +0.4% 3,453 $211K
IFC Advisors LLC 0.04% Reduce -36.7% 3,452 $211K
Commonwealth Financial Services, LLC 0.04% New 3,442 $211K
Intrust Bank NA 0.02% New 3,440 $210K
Philadelphia Trust Co. 0.01% New 3,425 $210K
Traphagen Investment Advisors LLC 0.02% New 3,432 $210K
Cascades Capital Asset Management, LLC 0.09% Add +6.2% 3,415 $209K
Flagship Harbor Advisors, LLC 0.01% New 3,415 $209K
Probity Advisors, Inc. 0.03% Reduce -9.6% 3,412 $209K
William B. Walkup & Associates, Inc. 0.11% No change 3,408 $208K
Spectrum Wealth Advisory Group, LLC 0.09% Reduce -25.6% 3,384 $207K
CVA Family Office, LLC 0.03% Add +1.8% 3,384 $207K
Bridges Investment Management Inc. 0.00% New 3,366 $206K
Banco Santander, S.A. 0.00% Reduce -20.7% 3,357 $205K
Oxford Financial Group, LTD. LLC 0.01% New 3,354 $205K
LSP Investment Advisors, LLC 0.12% New 3,350 $205K
North Point Portfolio Managers Corp. 0.03% New 3,350 $205K
Mission Wealth Management, LP 0.00% New 3,341 $204K
Greenup Street Wealth Management LLC 0.03% New 3,333 $204K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Reduce -28.6% 3,329 $204K
Motco 0.02% Add +21.2% 3,316 $203K
Marotta Asset Management 0.04% New 3,320 $202K
First Citizens Bank & Trust Co. 0.00% New 3,296 $202K
Evercore Wealth Management, LLC 0.00% New 3,294 $201K
Titleist Asset Management, LLC 0.02% New 3,290 $201K
Marino, Stram & Associates LLC 0.04% New 3,282 $201K
Lafayette Investments, Inc. 0.04% New 3,281 $201K
Partners in Financial Planning 0.03% New 3,273 $200K
Front Row Advisors LLC 0.07% No change 3,266 $200K
Johnson Financial Group, Inc. 0.01% Add +621.5% 3,218 $197K
Sound Income Strategies, LLC 0.01% Add +6.7% 3,262 $197K
Rosenberg Matthew Hamilton 0.04% No change 3,160 $193K
NFSG Corp 0.03% Reduce -5.9% 3,144 $192K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,155 $191K
American Capital Advisory, LLC 0.09% Add +0.1% 3,114 $190K
Crowley Wealth Management, Inc. 0.15% Add +26.5% 3,100 $190K
Mechanics Financial Corp 0.07% No change 3,000 $184K
Summit Securities Group LLC 0.06% Add +101.6% 2,971 $182K
Steigerwald, Gordon & Koch Inc. 0.02% New 2,962 $181K
S.A. Mason LLC 0.08% Add +7.3% 2,950 $180K
Virtus Investment Advisers, LLC 0.05% Reduce -8.8% 2,886 $177K
Quent Capital, LLC 0.01% New 2,882 $176K
Sterling Capital Management LLC 0.00% Reduce -84.8% 2,843 $174K
Heartwood Wealth Advisors LLC 0.02% New 2,777 $170K
Larson Financial Group LLC 0.01% Reduce -41.9% 2,758 $169K
Richardson Financial Services Inc. 0.10% Reduce -3.0% 2,740 $168K
Cromwell Holdings LLC 0.09% No change 2,684 $164K
HHM Wealth Advisors, LLC 0.02% Reduce -1.1% 2,603 $159K
MJT & Associates Financial Advisory Group, Inc. 0.12% No change 2,500 $153K
Bartlett & Co. Wealth Management LLC 0.00% Add +2.8% 2,499 $153K
AlphaCore Capital LLC 0.01% New 2,472 $151K
Burkett Financial Services, LLC 0.05% Add +1.1% 2,468 $151K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +1.1% 2,456 $150K
Y.D. More Investments Ltd 0.01% Reduce -22.5% 2,414 $148K
Ameriflex Group, Inc. 0.05% Add +2631.0% 2,376 $145K
FWL Investment Management, LLC 0.04% Add +96.4% 2,363 $145K
CYBER HORNET ETFs LLC 0.09% Add +3.6% 2,269 $139K
Ostrum Asset Management 0.01% Reduce -77.4% 2,268 $139K
Crews Bank & Trust 0.02% Add +2.5% 2,257 $138K
Parkside Financial Bank & Trust 0.01% Reduce -1.1% 2,243 $137K
Glen Eagle Advisors, LLC 0.02% Add +114.3% 2,210 $135K
Resources Management Corp. /CT/ 0.02% Reduce -28.2% 2,200 $135K
Caitong International Asset Management Co., Ltd 0.09% New 2,180 $133K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 2,172 $133K
Sentry Investment Management LLC 0.09% Add +3.0% 2,179 $132K
BNP Paribas 0.00% New 2,136 $131K
Delta Asset Management LLC 0.01% Add +0.6% 2,117 $129K
Sittner & Nelson, LLC 0.05% Reduce -4.5% 2,098 $128K
North Capital, Inc. 0.10% Reduce -0.1% 2,062 $126K
Duncker Streett & Co. Inc. 0.02% Reduce -6.2% 2,002 $122K
Ransom Advisory, Ltd 0.06% No change 2,000 $122K
First Financial Corp. 0.05% No change 2,000 $122K
Washington Trust Advisors, Inc. 0.01% No change 2,000 $122K
Mint Tower Capital Management B.V. 0.03% New 2,000 $122K
Evolution Advisers, Inc. 0.05% No change 1,967 $119K
Independence Bank of Kentucky 0.02% Reduce -11.5% 1,926 $118K
Tradewinds Capital Management, LLC 0.03% Add +1.1% 1,919 $117K
Financial Gravity Asset Management, Inc. 0.02% — 1,878 $115K
Avalon Trust Co 0.01% Add +0.3% 1,846 $113K
Asset Planning,Inc 0.08% No change 1,839 $112K
Deseret Mutual Benefit Administrators 0.05% No change 1,827 $112K
City State Bank 0.03% No change 1,806 $110K
GGM Financial LLC 0.06% New 1,794 $110K
Crewe Advisors LLC 0.01% Reduce -9.2% 1,631 $100K
Winnacle Wealth LLC 0.08% Add +2129.6% 1,583 $98K
USA Financial Formulas 0.02% Reduce -0.3% 1,604 $98K
Silvant Capital Management LLC 0.00% No change 1,591 $97K
Sawyer & Company, Inc 0.04% New 1,704 $96K
Hazlett, Burt & Watson, Inc. 0.03% No change 1,525 $94K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,533 $94K
Piscataqua Savings Bank 0.07% No change 1,517 $93K
Zions Bancorporation, National Association 0.00% Add +38.6% 1,515 $93K
Valley National Advisers Inc. 0.01% Reduce -0.3% 1,489 $91K
Harbor Investment Advisory, LLC 0.01% No change 1,455 $89K
Alpine Bank Wealth Management 0.01% Add +5.7% 1,446 $88K
Aster Capital Management (DIFC) Ltd 0.04% New 1,397 $85K
Grove Bank & Trust 0.01% No change 1,379 $84K
Hopwood Financial Services, Inc. 0.05% No change 1,301 $80K
Coastline Trust Co 0.01% No change 1,272 $78K
Cary Street Partners Investment Advisory LLC 0.03% Add +27.6% 1,267 $78K
Logan Capital Management Inc. 0.00% No change 1,261 $77K
Vermillion & White Wealth Management Group, LLC 0.04% Add +417.3% 1,257 $77K
Private Wealth Management Group, LLC 0.02% No change 1,252 $77K
GHP Investment Advisors, Inc. 0.00% No change 1,232 $75K
ORG Partners LLC 0.01% Add +4.3% 1,226 $75K
Parvin Asset Management, LLC 0.06% No change 1,200 $73K
CNB Bank 0.03% Reduce -20.6% 1,173 $72K
Addison Advisors LLC 0.02% No change 1,160 $71K
Financial Management Professionals, Inc. 0.01% Add +0.7% 1,146 $70K
Millstone Evans Group, LLC 0.04% No change 1,142 $70K
SOA Wealth Advisors, LLC. 0.01% Add +0.8% 1,128 $69K
Trifecta Capital Advisors, LLC 0.01% Add +9.8% 1,126 $69K
Oakworth Capital, Inc. 0.00% Add +43.4% 1,120 $69K
Financial Consulate, Inc. 0.01% New 1,104 $68K
2UniFi Bank 0.03% No change 1,092 $67K
Aventura Private Wealth, LLC 0.02% Reduce -47.5% 1,083 $66K
Bangor Savings Bank 0.01% Add +248.0% 1,065 $65K
Pinnacle Bancorp, Inc. 0.02% Reduce -4.9% 1,062 $65K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +76.3% 1,040 $64K
Bruce G. Allen Investments, LLC 0.05% No change 1,037 $63K
Hilltop National Bank 0.02% No change 1,032 $63K
GW&K Investment Management, LLC 0.00% Add +1.7% 1,030 $63K
Atwood & Palmer Inc. 0.00% No change 1,000 $61K
Lanark Financial, Inc. 0.00% Add +20.5% 993 $61K
JFS Wealth Advisors, LLC 0.00% Add +269.2% 982 $60K
Gleason Group, Inc. 0.01% Add +1.1% 971 $59K
Root Financial Partners, LLC 0.00% New 959 $59K
SWAN Capital LLC 0.02% No change 922 $56K
Fourth Dimension Wealth, LLC 0.02% Add +0.1% 900 $55K
MeadowBrook Investment Advisors LLC 0.05% No change 900 $55K
AlphaQuest LLC 0.00% Add +103.2% 886 $54K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 887 $54K
Byrne Asset Management LLC 0.04% Reduce -7.9% 875 $54K
Hemington Wealth Management 0.01% Add +33.1% 860 $52K
Webster Bank, N. A. 0.01% No change 846 $52K
Atlantic Private Wealth, LLC 0.03% No change 800 $49K
Flagship Wealth Advisors, LLC 0.02% Add +111.1% 760 $46K
Archer Investment Corp 0.01% Add +0.3% 757 $46K
MV Capital Management, Inc. 0.00% No change 756 $46K
Kimelman & Baird, LLC 0.00% No change 730 $45K
Clearstead Trust, LLC 0.01% Reduce -6.1% 729 $45K
Turning Point Benefit Group, Inc. 0.03% New 732 $45K
Corsicana & Co. 0.02% — 725 $44K
Westside Investment Management, Inc. 0.01% Add +55.2% 728 $44K
Decker Retirement Planning Inc. 0.02% No change 724 $44K
Murphy & Mullick Capital Management Corp 0.03% No change 718 $44K
Sachetta, LLC 0.02% Reduce -39.7% 689 $42K
CGC Financial Services, LLC 0.01% Add +100.9% 681 $42K
Capital Advisors, Ltd. LLC 0.00% No change 666 $41K
Foster Dykema Cabot & Partners, LLC 0.00% Add +19.6% 658 $40K
LRI Investments, LLC 0.00% Add +7.0% 656 $40K
Center for Financial Planning, Inc. 0.00% No change 641 $39K
Pillar Financial Advisors, LLC 0.02% No change 600 $37K
iSAM Funds (UK) Ltd 0.01% New 600 $37K
Navigoe, LLC 0.02% Add +7.1% 589 $36K
Dagco, Inc. 0.01% Add +3.9% 582 $36K
Creekmur Asset Management LLC 0.01% Add +34.4% 571 $35K
CBIZ Investment Advisory Services, LLC 0.00% Add +7.4% 563 $34K
MCF Advisors LLC 0.00% Add +31.9% 562 $34K
Boyd Watterson Asset Management LLC 0.01% No change 557 $34K
Strategic Investment Solutions, Inc. 0.01% Add +0.9% 555 $34K
New England Capital Financial Advisors LLC 0.01% Add +18.9% 553 $34K
Rise Advisors, LLC 0.01% Add +2.8% 552 $34K
Gen-Wealth Partners Inc 0.01% No change 541 $33K
N.E.W. Advisory Services LLC 0.00% Add +1.2% 509 $31K
Roble, Belko & Company, Inc 0.00% No change 500 $31K
Hanson & Doremus Investment Management 0.00% New 514 $31K
VSM Wealth Advisory, LLC 0.01% Add +1.2% 506 $31K
Orion Capital Management LLC 0.01% No change 500 $31K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $31K
Old Second National Bank of Aurora 0.01% Reduce -14.8% 500 $31K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -12.0% 490 $30K
Plante Moran Financial Advisors, LLC 0.00% Add +54.1% 490 $30K
JPL Wealth Management, LLC 0.01% New 484 $30K
Monetary Management Group Inc. 0.01% No change 479 $29K
United Community Bank 0.01% New 474 $29K
Covestor Ltd 0.02% Reduce -12.3% 457 $28K
Frazier Financial Advisors, LLC 0.02% No change 457 $28K
CoreFirst Bank & Trust 0.01% No change 445 $27K
Chilton Capital Management LLC 0.00% Add +60.5% 427 $26K
Dynamic Wealth Strategies, LLC 0.02% No change 426 $26K
Private Wealth Asset Management, LLC 0.00% No change 426 $26K
Access Investment Management LLC 0.01% No change 425 $26K
Cape Investment Advisory, Inc. 0.03% Add +1.7% 425 $26K
Missouri Trust & Investment Co 0.01% No change 425 $26K
Gladwyn Financial Advisors, Inc. 0.02% Add +1.3% 396 $24K
American National Bank & Trust 0.00% No change 382 $23K
Bare Financial Services, Inc 0.01% No change 371 $23K
Meeder Asset Management Inc. 0.00% Add +36300.0% 364 $22K
Wolff Wiese Magana LLC 0.01% Add +38.5% 360 $22K
Community Bank, N.A. 0.00% No change 350 $21K
Sit Investment Associates Inc. 0.00% No change 349 $21K
Team Financial Group, LLC 0.01% Add +0.9% 334 $20K
Transamerica Financial Advisors, LLC 0.00% Add +6380.0% 324 $20K
Gables Capital Management Inc. 0.01% No change 320 $20K
TruNorth Capital Management, LLC 0.00% New 310 $19K
S&T Bank 0.01% No change 304 $19K
Quest 10 Wealth Builders, Inc. 0.02% No change 304 $19K
Grey Fox Wealth Advisors, LLC 0.00% New 301 $18K
Costello Asset Management, INC 0.01% No change 300 $18K
ESL Trust Services, LLC 0.00% No change 300 $18K
Westfuller Advisors, LLC 0.01% New 292 $18K
Boreal Capital Management LLC 0.02% Add +52.6% 290 $18K
Highline Wealth Partners LLC 0.00% Add +0.4% 281 $17K
Miller Wealth Advisors, LLC 0.01% No change 280 $17K
Smallwood Wealth Investment Management, LLC 0.01% No change 273 $17K
Golden State Wealth Management, LLC 0.00% No change 269 $16K
BankPlus Trust Department 0.00% No change 268 $16K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 260 $16K
Avion Wealth 0.00% Add +3.0% 270 $16K
Morse Asset Management, Inc 0.00% Add +30.0% 260 $16K
Security National Bank 0.00% Add +62.9% 259 $16K
Legacy Bridge, LLC 0.01% No change 245 $15K
Bell Investment Advisors, Inc 0.00% Reduce -36.8% 240 $15K
Pingora Partners LLC 0.01% No change 235 $14K
McIlrath & Eck, LLC 0.00% No change 230 $14K
Winch Advisory Services, LLC 0.00% Add +0.5% 219 $13K
Abound Wealth Management 0.00% Add +0.5% 218 $13K
True Wealth Design, LLC 0.00% No change 218 $13K
Creative Financial Designs Inc. 0.00% Reduce -43.2% 217 $13K
Perritt Capital Management Inc 0.01% Add +0.5% 216 $13K
Prestige Wealth Management Group LLC 0.00% No change 214 $13K
Acima Private Wealth, LLC 0.00% No change 213 $13K
SIMA Wealth Partners, LLC 0.01% Reduce -42.5% 200 $12K
Cetera Trust Company, N.A 0.01% No change 200 $12K
Your Advocates Ltd., LLP 0.00% New 200 $12K
Operose Advisors LLC 0.00% No change 200 $12K
BOK Financial Private Wealth, Inc. 0.00% No change 200 $12K
Princeton Global Asset Management LLC 0.00% Reduce -85.5% 197 $12K
Horizon Financial Services, LLC 0.01% Add +201.6% 187 $11K
FSA Wealth Management LLC 0.00% No change 187 $11K
Howard Hughes Medical Institute 0.01% Add +1.1% 183 $11K
Activest Wealth Management 0.00% Add +7.7% 181 $11K
Pacific Center for Financial Services 0.00% No change 168 $10K
Ramirez Asset Management, Inc. 0.00% No change 166 $10K
WPG Advisers, LLC 0.01% Add +9.3% 165 $10K
Kennebec Savings Bank 0.01% No change 160 $10K
Park Place Capital Corp 0.00% No change 160 $10K
Asset Dedication, LLC 0.00% No change 153 $9K
Trust Co 0.00% No change 150 $9K
Newton One Investments LLC 0.00% Add +1.4% 150 $9K
Anfield Capital Management, LLC 0.00% No change 147 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -95.3% 140 $9K
Dogwood Wealth Management LLC 0.00% Add +7.4% 131 $8K
Ogorek Anthony Joseph /NY/ 0.00% Add +3.6% 145 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +828.6% 130 $8K
Nvwm, LLC 0.00% No change 126 $8K
Barrett & Company, Inc. 0.00% No change 150 $7K
Fortitude Family Office, LLC 0.00% No change 110 $7K
Kilter Group LLC 0.00% Add +23.5% 105 $6K
Vision Financial Markets LLC 0.01% Add +1.0% 103 $6K
Hurley Capital, LLC 0.00% Reduce -62.5% 100 $6K
Cloud Capital Management, LLC 0.00% New 104 $6K
KERR FINANCIAL PLANNING Corp 0.01% — 94 $6K
Marquette Asset Management, LLC 0.00% New 91 $6K
Signature Resources Capital Management, LLC 0.00% No change 91 $6K
Measured Wealth Private Client Group, LLC 0.00% New 91 $6K
Solstein Capital, LLC 0.00% No change 88 $5K
Nemes Rush Group LLC 0.00% No change 87 $5K
SJS Investment Consulting Inc. 0.00% No change 85 $5K
Strategic Advocates LLC 0.00% New 82 $5K
Raffa Wealth Management, LLC 0.00% Add +20.9% 81 $5K
Rakuten Securities, Inc. 0.00% Reduce -7.3% 76 $5K
Accordant Advisory Group Inc 0.00% No change 71 $4K
Dunhill Financial, LLC 0.00% No change 70 $4K
Carolina Wealth Advisors, LLC 0.00% Reduce -20.4% 70 $4K
Arlington Trust Co LLC 0.00% No change 70 $4K
Kozak & Associates, Inc. 0.00% Add +1.5% 68 $4K
Cornerstone Planning Group LLC 0.00% Reduce -98.0% 10 $4K
Penserra Capital Management LLC 0.00% No change 69 $4K
Wealth Watch Advisors, INC 0.00% New 64 $4K
Beaird Harris Wealth Management, LLC 0.00% Add +82.3% 62 $4K
Tortoise Investment Management, LLC 0.00% Add +22.4% 60 $4K
J.Safra Asset Management Corp 0.00% New 60 $4K
Thompson Investment Management, Inc. 0.00% No change 56 $3K
Fairscale Capital, LLC 0.00% No change 55 $3K
IMG Wealth Management, Inc. 0.00% No change 51 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% New 50 $3K
Scarborough Advisors, LLC 0.00% No change 50 $3K
Coston, McIsaac & Partners 0.00% No change 59 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 46 $3K
Guerra Advisors Inc 0.00% New 45 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 44 $3K
Rialto Wealth Management, LLC 0.00% Add +10.3% 43 $3K
Cedar Wealth Management, LLC 0.00% No change 43 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +53.6% 43 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 42 $3K
Binnacle Investments Inc 0.00% No change 41 $3K
Principia Wealth Advisory, LLC 0.00% Add +11.4% 39 $2K
Morton Brown Family Wealth, LLC 0.00% No change 39 $2K
WestEnd Advisors, LLC 0.00% New 39 $2K
Global Trust Asset Management, LLC 0.00% No change 34 $2K
Cheviot Value Management, LLC 0.00% No change 34 $2K
Tidemark, LLC 0.00% No change 33 $2K
MPWM Advisory Solutions, LLC 0.00% No change 29 $2K
Texas Capital Bancshares Inc 0.00% New 29 $2K
Core Alternative Capital 0.00% No change 29 $2K
Stone House Investment Management, LLC 0.00% Add +45.0% 29 $2K
Clark Wealth Partners 0.00% New 29 $2K
Groupe la Francaise 0.00% New 28 $1K
Redmont Wealth Advisors LLC 0.00% No change 22 $1K
Graney & King, LLC 0.00% No change 22 $1K
Albion Financial Group 0.00% Reduce -90.0% 20 $1K
Centennial Bank 0.00% No change 20 $1K
HFM Investment Advisors, LLC 0.00% No change 15 $918
TFC Financial Management, Inc. 0.00% Add +7.7% 14 $857
Retirement Wealth Solutions LLC 0.00% New 13 $796
Fortis Group Advisors, LLC 0.00% No change 13 $795
Quaker Wealth Management, LLC 0.00% No change 11 $673
Strategic Wealth Partners, Ltd. 0.00% No change 11 $673
REAP Financial Group, LLC 0.00% No change 10 $612
Mma Asset Management LLC 0.00% New 9 $555
Breakwater Investment Management 0.00% New 9 $551
Elevation Wealth Partners, LLC 0.00% New 8 $490
Davis Capital Management 0.00% — 8 $489
Raleigh Capital Management Inc. 0.00% Reduce -30.0% 7 $459
Seneschal Advisors, LLC 0.00% New 6 $368
West Branch Capital LLC 0.00% No change 6 $368
First Pacific Financial 0.00% Reduce -95.3% 6 $368
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 6 $367
High Note Wealth, LLC 0.00% Add +100.0% 6 $367
Strengthening Families & Communities, LLC 0.00% No change 4 $250
Valued Wealth Advisors LLC 0.00% Add +100.0% 4 $250
Imprint Wealth LLC 0.00% — 4 $245
DHJJ Financial Advisors, Ltd. 0.00% New 3 $184
Roxbury Financial LLC 0.00% Reduce -99.7% 1 $59

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