Dominion EnergyD

13F holders, Q4 2025 (December 31)
1,452holders +42
99new positions
107sold out
8famous investors
$58.58avg. 13F price*

At the end of Q4 2025, 1,452 institutions reported holding Dominion Energy Inc. (D) in their 13F filings, up 42 from Q3 2025. 99 opened new positions and 107 sold out. The largest holders were Vanguard Group Inc. ($6.3B), BlackRock, Inc. ($4.7B) and Capital Research Global Investors ($3.5B). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and Steve Cohen (0.1% of Point72 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions99$264.6M
Exits107$65.6M

All 13F filers, Q3 2025 → Q4 2025: 48,085,050 shares bought and 33,413,947 shares sold, net +14,671,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,452 holders

Vanguard Group Inc. 0.09% Add +0.9% 107,099,758 $6.3B
BlackRock, Inc. 0.08% Add +2.7% 80,443,690 $4.7B
Capital Research Global Investors 0.65% Add +9.0% 59,790,734 $3.5B
State Street Corp. 0.10% Add +3.6% 48,620,273 $2.8B
Wellington Management Group LLP 0.46% Add +46.2% 44,943,727 $2.6B
Massachusetts Financial Services Co. 0.53% Reduce -3.0% 27,956,036 $1.6B
JPMorgan Chase & Co. 0.11% Reduce -2.4% 27,006,893 $1.6B
Dodge & Cox 0.70% Reduce -2.8% 22,149,918 $1.3B
Geode Capital Management, LLC 0.07% Add +1.6% 20,442,935 $1.2B
Bank of America Corp. 0.06% Reduce -6.2% 13,765,290 $806.5M
Bank of New York Mellon Corp 0.13% Add +5.5% 12,874,007 $754.3M
Morgan Stanley 0.04% Add +8.5% 11,910,925 $697.9M
Hotchkis & Wiley Capital Management LLC 2.05% Add +14.4% 11,704,010 $685.7M
Invesco Ltd. 0.06% Reduce -0.5% 11,486,646 $673.0M
Norges Bank 0.07% — 11,181,800 $655.1M
Franklin Resources Inc. 0.14% Add +0.4% 9,428,706 $552.4M
Goldman Sachs Group Inc. 0.07% Add +46.4% 7,995,172 $468.4M
T. Rowe Price Associates Inc. 0.05% Reduce -35.0% 7,580,443 $444.1M
Legal & General Group Plc 0.10% Reduce -1.8% 7,577,210 $443.9M
Northern Trust Corp. 0.06% Reduce -11.5% 7,500,864 $439.5M
Charles Schwab Investment Management Inc. 0.05% Add +1.5% 5,659,822 $331.6M
London Co. of Virginia 1.62% Reduce -2.5% 4,778,330 $280.0M
Royal Bank of Canada 0.05% Reduce -37.0% 4,383,267 $256.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +0.5% 4,039,688 $236.7M
American Century Companies Inc. 0.12% Reduce -13.8% 3,956,526 $231.8M
UBS Group AG 0.04% Add +0.2% 3,710,478 $217.4M
Millennium Management 0.14% Add +3693.4% 3,241,225 $189.9M
Cohen & Steers, Inc. 0.33% Add +4.3% 3,101,859 $181.7M
Magellan Asset Management Ltd 2.01% Reduce -0.4% 2,815,414 $165.0M
Wells Fargo & Company 0.03% Add +8.8% 2,752,836 $161.3M
Citigroup Inc. 0.11% Add +12.8% 2,733,529 $160.2M
Dimensional Fund Advisors LP 0.03% Add +0.7% 2,507,694 $146.9M
Mitsubishi UFJ Trust & Banking Corp 0.34% Reduce -3.6% 2,478,103 $145.2M
HSBC Holdings PLC 0.08% Add +8.9% 2,462,519 $144.3M
Swiss National Bank 0.08% Reduce -4.9% 2,337,520 $137.0M
Bank of Montreal 0.06% Reduce -13.0% 2,313,647 $135.6M
Canada Pension Plan Investment Board 0.09% Reduce -76.8% 2,292,024 $134.3M
FMR LLC 0.01% Reduce -1.3% 2,232,115 $130.8M
California Public Employees Retirement System 0.07% Reduce -7.0% 2,176,748 $127.5M
Adage Capital Partners Gp, L.L.C. 0.19% New 2,141,911 $125.5M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -2.9% 2,012,046 $117.9M
Nuveen, LLC 0.03% Reduce -15.1% 1,974,129 $115.7M
Barclays PLC 0.04% Reduce -44.3% 1,854,387 $108.6M
Amundi 0.03% Add +10.8% 1,842,556 $108.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +6.4% 1,818,876 $107.8M
Nomura Asset Management International Inc. 0.16% — 1,789,362 $104.8M
ANTIPODES PARTNERS Ltd 2.19% Add +2.6% 1,779,898 $104.3M
Natixis Advisors, LLC 0.14% Add +1.3% 1,710,398 $100.2M
Thompson Siegel & Walmsley LLC 1.68% Add +0.1% 1,704,924 $99.9M
First Trust Advisors LP 0.07% Add +19.8% 1,619,143 $94.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.48% Reduce -0.4% 1,603,271 $93.9M
Pictet Asset Management Holding SA 0.09% Reduce -65.8% 1,589,773 $93.1M
Raymond James Financial Inc. 0.03% Add +2.4% 1,559,979 $91.4M
Rhumbline Advisers 0.07% Add +0.4% 1,517,380 $88.9M
Deutsche Bank AG 0.03% Reduce -5.4% 1,507,020 $88.3M
Duff & Phelps Investment Management Co. 0.99% Add +20.5% 1,492,575 $87.4M
Aviva PLC 0.15% Add +5.8% 1,478,009 $86.6M
BNP Paribas Financial Markets 0.05% Add +272.2% 1,343,135 $78.7M
LPL Financial LLC 0.02% Add +2.9% 1,215,025 $71.2M
Swiss Life Asset Management Ltd 0.35% Add +62.9% 1,187,192 $69.6M
Russell Investments Group, Ltd. 0.08% Reduce -9.9% 1,185,878 $69.5M
National Pension Service 0.05% Add +5.3% 1,169,334 $68.5M
Balyasny Asset Management L.P. 0.13% Add +765.2% 1,135,808 $66.5M
Manufacturers Life Insurance Company, The 0.05% Reduce -14.2% 1,114,262 $65.3M
Munich Reinsurance Co Stock Corp in Munich 1.56% Add +1.8% 1,085,132 $64.1M
Energy Income Partners, LLC 1.16% Reduce -9.0% 1,093,652 $64.1M
Principal Financial Group Inc. 0.03% Add +3.8% 1,042,574 $61.1M
California State Teachers Retirement System 0.06% Reduce -0.9% 1,018,467 $59.7M
PNC Financial Services Group, Inc. 0.03% Reduce -1.2% 984,193 $57.7M
Alliancebernstein L.P. 0.02% Add +7.1% 926,579 $54.3M
Jennison Associates LLC 0.03% Reduce -17.1% 922,445 $54.0M
Point72 Asset Management 0.09% New 909,882 $53.3M
STRS Ohio 0.19% Reduce -0.9% 888,398 $52.1M
Ensign Peak Advisors, Inc 0.09% Reduce -10.2% 881,522 $51.6M
Envestnet Asset Management Inc. 0.02% Reduce -2.3% 870,847 $51.0M
AQR Capital Management 0.03% Reduce -25.8% 812,370 $47.6M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -6.8% 811,383 $47.5M
New York State Common Retirement Fund 0.06% Reduce -1.7% 809,155 $47.4M
Victory Capital Management Inc. 0.03% Add +11.2% 800,458 $46.9M
State Board of Administration of Florida Retirement System 0.08% Reduce -2.6% 769,387 $45.1M
Connor, Clark & Lunn Investment Management Ltd. 0.11% Add +245.4% 745,128 $43.7M
Janney Montgomery Scott LLC 0.09% Reduce -0.9% 701,200 $41.1M
New York State Teachers Retirement System 0.07% Add +0.0% 647,309 $37.9M
Sei Investments Co. 0.04% Reduce -9.9% 606,380 $35.5M
APG Asset Management N.V. 0.10% Add +150.7% 684,650 $34.2M
Commonwealth Equity Services, LLC 0.05% Reduce -0.4% 581,561 $34.1M
Macquarie Group Ltd. 0.15% Reduce -75.1% 572,942 $33.6M
National Bank of Canada 0.03% Add +149.9% 564,438 $33.1M
HighTower Advisors, LLC 0.03% Add +5.9% 544,347 $31.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +14.0% 536,629 $31.5M
SG Americas Securities, LLC 0.04% Add +1884.5% 533,810 $31.3M
Korea Investment CORP 0.06% Reduce -4.3% 519,575 $30.4M
Focus Partners Wealth 0.03% Add +19.8% 508,341 $30.2M
DNB Asset Management AS 0.11% Add +26.7% 514,844 $30.2M
Squarepoint Ops LLC 0.06% Add +2084.6% 497,292 $29.1M
1832 Asset Management L.P. 0.04% Reduce -3.2% 491,893 $28.8M
Wealth Enhancement Advisory Services, LLC 0.04% Add +11.5% 461,480 $27.1M
State of Wisconsin Investment Board 0.06% Reduce -1.4% 455,939 $26.7M
CANADA LIFE ASSURANCE Co 0.05% Reduce -0.3% 446,993 $26.2M
Prudential Financial Inc. 0.03% Reduce -11.9% 446,565 $26.2M
Alps Advisors Inc. 0.15% Add +4.6% 442,421 $25.9M
Crawford Investment Counsel Inc. 0.43% Add +1.7% 438,451 $25.7M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -0.5% 437,267 $25.6M
RWC Asset Management LLP 1.43% Reduce -22.6% 436,342 $25.6M
Aberdeen Group plc 0.04% Add +2.1% 428,161 $25.1M
Creative Planning 0.02% Add +3.3% 428,025 $25.1M
AE Wealth Management LLC 0.14% Add +4.3% 423,604 $24.8M
Gabelli Funds LLC 0.17% Reduce -0.7% 417,000 $24.4M
DAVENPORT & Co LLC 0.13% Add +2.4% 403,217 $23.6M
Mackenzie Financial Corp. 0.03% Reduce -30.9% 388,992 $22.9M
Silvercrest Asset Management Group LLC 0.16% Add +20.3% 391,113 $22.9M
Godsey & Gibb, Inc. 2.04% Add +0.9% 387,524 $22.7M
Public Employees Retirement System of Ohio 0.07% Reduce -0.0% 380,262 $22.3M
Ameriprise Financial Inc. 0.01% Reduce -37.1% 379,910 $22.3M
Tocqueville Asset Management L.P. 0.32% Add +2.8% 377,759 $22.1M
CBRE Investment Management Listed Real Assets LLC 0.32% No change 369,494 $21.6M
Royal London Asset Management Ltd. 0.04% Add +4.9% 362,421 $21.2M
Treasurer of the State of North Carolina 0.07% Reduce -6.8% 357,595 $21.0M
Asset Management One Co., Ltd. 0.06% Reduce -2.0% 353,544 $20.9M
Pathstone Holdings, LLC 0.08% Reduce -0.3% 356,659 $20.9M
Van Eck Associates Corp. 0.02% Add +6.2% 343,517 $20.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.10% Reduce -2.1% 342,100 $20.0M
GW Henssler & Associates Ltd. 0.95% Reduce -2.3% 336,916 $19.7M
Stifel Financial Corp. 0.02% Reduce -8.1% 336,475 $19.7M
Osaic Holdings, Inc. 0.03% Reduce -11.9% 329,453 $19.3M
Truist Financial Corp. 0.03% Reduce -3.5% 328,356 $19.2M
Cetera Investment Advisers 0.02% Add +6.0% 326,912 $19.2M
Toronto Dominion Bank 0.03% Reduce -8.0% 323,315 $18.9M
Neuberger Berman Group LLC 0.01% Reduce -1.8% 319,640 $18.7M
Quantinno Capital Management LP 0.04% Add +11.7% 317,666 $18.6M
Payden & Rygel 1.28% Reduce -17.8% 313,800 $18.4M
Nomura Asset Management Co. Ltd. 0.05% Reduce -0.3% 309,947 $18.2M
State of Tennessee, Department of Treasury 0.06% Reduce -18.4% 298,942 $18.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -1.9% 304,466 $17.8M
Exchange Traded Concepts, LLC 0.15% Add +16.2% 302,366 $17.7M
TD Asset Management Inc 0.01% Add +0.3% 300,735 $17.6M
State of New Jersey Common Pension Fund D 0.06% Reduce -3.1% 294,250 $17.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +215.8% 292,327 $17.1M
General American Investors Co. Inc. 1.06% No change 290,000 $17.0M
CIBC Private Wealth Group LLC 0.03% Reduce -14.6% 286,383 $16.8M
Calamos Advisors LLC 0.10% Reduce -3.9% 282,963 $16.6M
Resona Asset Management Co.,Ltd. 0.08% Reduce -5.2% 281,611 $16.5M
Susquehanna International Group, LLP 0.02% Add +133.3% 281,361 $16.5M
Mizuho Markets Americas LLC 0.35% Reduce -67.7% 280,000 $16.4M
Corient Private Wealth LP 0.02% Add +10.8% 275,056 $16.1M
Natixis 0.06% New 269,664 $15.8M
Man Group plc 0.03% Add +432.9% 269,039 $15.8M
AustralianSuper Pty Ltd 0.07% Reduce -48.2% 268,786 $15.7M
Rockefeller Capital Management L.P. 0.03% Add +39.1% 260,507 $15.3M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -20.8% 249,917 $14.6M
State of Michigan Retirement System 0.07% Reduce -3.6% 240,867 $14.1M
Arizona State Retirement System 0.08% Reduce -3.3% 240,687 $14.1M
Wealthfront Advisers LLC 0.03% Reduce -3.1% 234,965 $13.8M
Orion Porfolio Solutions, LLC 0.10% Reduce -3.1% 233,759 $13.7M
Oak Grove Capital LLC 2.62% Add +0.1% 225,400 $13.2M
Czech National Bank 0.09% Add +3.9% 225,163 $13.2M
Kanawha Capital Management LLC 0.90% Add +4.8% 223,682 $13.1M
Public Sector Pension Investment Board 0.04% Add +18.5% 218,144 $12.8M
O'shaughnessy Asset Management, LLC 0.07% Add +0.3% 208,376 $12.2M
Captrust Financial Advisors 0.02% Add +5.3% 206,441 $12.1M
One Capital Management, LLC 0.36% Add +7.7% 205,439 $12.0M
Forsta Ap-Fonden 0.07% Add +1.8% 205,200 $12.0M
MetLife Investment Management, LLC 0.06% Reduce -3.3% 204,694 $12.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Reduce -2.1% 203,900 $11.9M
Teachers Retirement System of the State of Kentucky 0.09% Add +208.3% 202,866 $11.9M
CIBC Asset Management Inc 0.03% Add +71.0% 201,697 $11.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -17.2% 201,129 $11.8M
Citadel Advisors 0.01% Reduce -31.3% 198,346 $11.6M
Sanctuary Advisors, LLC 0.06% Add +0.5% 195,841 $11.5M
IFM Investors Pty Ltd 0.10% Reduce -3.5% 194,575 $11.4M
John G Ullman & Associates Inc. 1.51% Add +7.2% 193,488 $11.3M
Brookstone Capital Management 0.13% Reduce -6.0% 192,647 $11.3M
Vaughan David Investments LLC 0.24% Reduce -67.5% 188,576 $11.0M
Marshall Wace, LLP 0.01% Add +780.2% 183,701 $10.8M
Retirement Systems of Alabama 0.03% Reduce -0.2% 181,657 $10.6M
ASR Vermogensbeheer N.V. 0.12% Reduce -5.9% 180,320 $10.6M
Eurizon Capital SGR S.p.A. 0.03% — 178,069 $10.4M
Gilman Hill Asset Management, LLC 1.60% Add +2.7% 173,635 $10.2M
FIL Ltd 0.01% Reduce -41.2% 172,487 $10.1M
Allspring Global Investments Holdings, LLC 0.02% Reduce -0.7% 168,711 $10.0M
Cary Street Partners Financial LLC 0.25% Add +3.0% 170,301 $10.0M
Los Angeles Capital Management LLC 0.03% Reduce -52.4% 167,616 $10.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +23.9% 169,049 $9.9M
Advisors Asset Management, Inc. 0.16% Add +7.7% 166,299 $9.7M
ProShare Advisors LLC 0.02% Add +8.3% 160,924 $9.4M
Amalgamated Bank 0.07% Reduce -3.4% 159,026 $9.3M
Steward Partners Investment Advisory, LLC 0.05% Add +1.5% 158,614 $9.3M
Comerica Bank 0.04% Reduce -3.5% 156,337 $9.2M
Voya Investment Management LLC 0.01% Add +7.0% 155,744 $9.1M
Teacher Retirement System of Texas 0.03% Add +16.6% 153,446 $9.0M
Harvest Portfolios Group Inc. 0.16% Reduce -1.1% 152,852 $9.0M
Cerity Partners LLC 0.01% Reduce -22.5% 151,655 $8.9M
Guggenheim Capital LLC 0.07% Reduce -8.1% 151,147 $8.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +23.3% 151,083 $8.9M
Jones Financial Companies LLLP 0.01% Add +16.2% 148,003 $8.7M
Toth Financial Advisory Corp. 0.94% Add +5.3% 147,960 $8.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +5.7% 147,943 $8.7M
Keybank National Association 0.03% Reduce -2.2% 146,670 $8.6M
Woodline Partners LP 0.03% Add +29.2% 145,676 $8.5M
M&T Bank Corp 0.03% Add +10.4% 145,217 $8.5M
Assetmark, Inc. 0.02% Add +145.7% 145,001 $8.5M
Vanguard Personalized Indexing Management, LLC 0.08% Add +2.3% 141,745 $8.3M
Schnieders Capital Management, Llc. 1.30% Add +6.7% 141,698 $8.3M
Utah Retirement Systems 0.08% No change 140,934 $8.3M
DekaBank Deutsche Girozentrale 0.01% No change 145,721 $8.2M
USS Investment Management Ltd 0.04% No change 138,840 $8.1M
Daiwa Securities Group Inc. 0.03% Add +3.4% 138,180 $8.1M
Everett Harris & Co. 0.10% Add +7.5% 137,934 $8.1M
Ilmarinen Mutual Pension Insurance Co 0.06% Add +41.5% 136,500 $8.0M
Xponance LLC 0.06% Add +6.0% 136,381 $8.0M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -12.6% 135,500 $7.9M
Bank of Nova Scotia 0.01% Add +21.6% 135,299 $7.9M
NEOS Investment Management LLC 0.05% Add +19.8% 134,603 $7.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% — 134,290 $7.9M
Bogart Wealth, LLC 0.32% Reduce -0.3% 134,232 $7.9M
Opal Capital LLC 1.96% — 133,850 $7.8M
TrueMark Investments, LLC 1.49% Add +7.7% 132,757 $7.8M
Private Advisor Group, LLC 0.04% Add +7.9% 131,972 $7.7M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.11% — 131,478 $7.7M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -4.4% 131,382 $7.7M
Canal Capital Management, LLC 1.04% Add +2.4% 125,580 $7.4M
NewEdge Advisors, LLC 0.03% Add +40.7% 125,494 $7.4M
Advocate Group LLC 1.18% Reduce -5.6% 124,356 $7.3M
Kestra Advisory Services, LLC 0.03% Add +13.5% 122,090 $7.2M
Yousif Capital Management, LLC 0.08% Reduce -4.5% 114,826 $7.0M
BTG Pactual Asset Management US LLC 0.78% New 119,040 $7.0M
Cibc World Markets Corp. 0.03% — 118,754 $7.0M
Glenmede Trust Co. NA 0.03% — 117,800 $6.9M
&partners 0.04% Add +0.3% 118,047 $6.9M
New York Life Investment Management LLC 0.06% Add +1.3% 117,035 $6.9M
Oppenheimer Asset Management Inc. 0.08% Reduce -0.6% 116,311 $6.8M
Pacer Advisors, Inc. 0.02% Add +60.1% 115,142 $6.7M
Commerce Bank 0.04% Add +1.0% 115,139 $6.7M
Nisa Investment Advisors, LLC 0.02% Reduce -2.3% 113,571 $6.7M
Rakuten Investment Management, Inc. 0.02% Add +4397.1% 112,293 $6.7M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.2% 110,850 $6.5M
Canal Insurance CO 1.56% No change 110,000 $6.4M
Bryn Mawr Trust Advisors, LLC 0.31% Add +0.0% 108,317 $6.3M
Nissay Asset Management Corp. /Japan 0.03% Add +1.1% 108,189 $6.3M
SCS Capital Management LLC 0.07% Add +0.3% 107,736 $6.3M
Mercer Global Advisors Inc. 0.01% Add +27.8% 107,262 $6.3M
Wesbanco Bank Inc. 0.17% Reduce -3.0% 105,107 $6.2M
Daiichi Life Insurance Co., Ltd. 0.16% Reduce -12.9% 104,279 $6.1M
Thrivent Financial for Lutherans 0.01% Add +89.5% 102,121 $6.0M
Sourcerock Group LLC 0.34% New 100,000 $5.9M
Stephens Inc. 0.07% Add +0.8% 98,747 $5.8M
Oregon Public Employees Retirement Fund 0.07% Add +0.1% 97,694 $5.7M
Waverly Advisors, LLC 0.05% Add +359.1% 96,882 $5.7M
Global Wealth Management Investment Advisory, Inc. 0.91% Add +23.6% 96,667 $5.7M
Atlantic Union Bankshares Corp 0.11% Add +1.0% 96,296 $5.6M
Brown Advisory Inc. 0.01% Reduce -0.8% 95,738 $5.6M
Rafferty Asset Management, LLC 0.02% Add +4.7% 94,034 $5.5M
Citizens Business Bank 0.90% Add +4.2% 92,984 $5.4M
Fifth Third Bancorp 0.02% Add +2.1% 92,277 $5.4M
Metis Global Partners, LLC 0.13% Reduce -10.1% 91,934 $5.4M
Mutual of America Capital Management LLC 0.06% Reduce -0.9% 91,674 $5.4M
Soros Fund Management 0.10% New 91,323 $5.4M
Icon Advisers Inc. 1.16% Reduce -2.9% 90,162 $5.3M
Occidental Asset Management, LLC 0.62% Add +2.9% 88,357 $5.2M
Stablepoint Partners, LLC 0.79% Reduce -2.4% 86,522 $5.1M
US Bancorp \de 0.01% Reduce -0.9% 85,667 $5.0M
State of Alaska, Department of Revenue 0.05% Reduce -6.9% 84,799 $5.0M
Tidal Investments LLC 0.02% Add +19.8% 84,485 $4.9M
1834 Investment Advisors Co. 0.61% Reduce -24.8% 83,129 $4.9M
Huntington National Bank 0.04% Reduce -0.5% 82,385 $4.8M
Jane Street Group, LLC 0.01% Add +127.2% 81,170 $4.8M
KBC Group NV 0.01% No change 79,626 $4.7M
UniSuper Management Pty Ltd 0.03% Reduce -2.2% 78,804 $4.6M
Strategic Planning, Inc. 2.48% Reduce -1.8% 78,629 $4.6M
Northwest & Ethical Investments L.P. 0.10% Reduce -44.3% 77,847 $4.6M
Lombard Odier Asset Management (Switzerland) SA 0.19% Reduce -22.3% 76,890 $4.5M
Independent Advisor Alliance 0.11% Add +4.9% 76,807 $4.5M
Investment Management Corp of Ontario 0.06% Add +30.5% 75,532 $4.4M
Aventail Capital Group, LP 0.25% Reduce -17.4% 75,364 $4.4M
Azimuth Capital Investment Management LLC 0.16% Add +45.5% 74,991 $4.4M
Carson Advisory Inc. 2.28% Reduce -0.7% 74,918 $4.4M
Wills Financial Group LLC 1.66% Reduce -0.5% 73,970 $4.3M
D.A. Davidson & Co. 0.03% Add +18.7% 73,855 $4.3M
NewEdge Wealth, LLC 0.05% Reduce -26.4% 73,671 $4.3M
Bill Few Associates, Inc. 1.05% Add +3.0% 72,926 $4.3M
Schroder Investment Management Group 0.00% Reduce -5.9% 72,038 $4.3M
Integrated Advisors Network LLC 0.19% Add +1.8% 71,611 $4.2M
WCG Wealth Advisors LLC 0.12% New 71,482 $4.2M
Pinnacle Financial Partners, Inc. 0.03% — 71,129 $4.2M
Hennessy Advisors Inc. 0.15% Reduce -3.5% 70,877 $4.2M
Robinson Value Management, Ltd. 2.21% Reduce -0.9% 69,767 $4.1M
MML Investors Services, LLC 0.01% Add +5.2% 69,574 $4.1M
Capital Investment Advisors, LLC 0.06% Reduce -5.6% 69,172 $4.1M
Salomon & Ludwin, LLC 0.35% Add +0.1% 68,079 $4.0M
Mariner, LLC 0.00% Reduce -62.9% 67,920 $4.0M
Truvestments Capital LLC 0.72% Add +8.7% 67,930 $4.0M
Atria Investments, Inc 0.05% Add +8.4% 67,742 $4.0M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -6.6% 66,984 $3.9M
Mizuho Securities USA LLC 0.06% Add +0.0% 62,176 $3.9M
Allianz Asset Management GmbH 0.00% Add +20.5% 64,820 $3.8M
Oppenheimer & Co. Inc. 0.05% Reduce -0.6% 63,825 $3.7M
Allstate Corp. 0.05% Add +99.4% 62,638 $3.7M
Illinois Municipal Retirement Fund 0.05% Reduce -51.8% 62,105 $3.6M
Kestra Private Wealth Services, LLC 0.04% Reduce -3.5% 61,753 $3.6M
Capital Innovations LLC 1.03% — 61,605 $3.6M
IHT Wealth Management, LLC 0.09% Add +0.8% 61,564 $3.6M
Robbins Farley 1.63% New 61,455 $3.6M
Jackson Hole Capital Partners, LLC 0.62% Reduce -1.7% 61,323 $3.6M
Bar Harbor Wealth Management 0.20% Add +3.9% 60,008 $3.5M
Pinnacle Associates Ltd. 0.04% Reduce -6.8% 59,898 $3.5M
Principle Wealth Partners LLC 0.20% Add +1.8% 59,713 $3.5M
Capital Investment Advisory Services, LLC 0.24% Add +0.0% 58,621 $3.4M
Agp Franklin, LLC 1.55% Reduce -1.4% 56,410 $3.3M
Norinchukin Bank, The 0.04% Add +7.8% 56,205 $3.3M
BTC Capital Management, Inc. 0.23% Add +12.8% 56,247 $3.3M
Peapack Gladstone Financial Corp. 0.04% Reduce -7.0% 55,787 $3.3M
Lido Advisors, LLC 0.01% Add +1.6% 53,546 $3.3M
SageView Advisory Group, LLC 0.11% Reduce -1.6% 55,254 $3.2M
Janus Henderson Group PLC 0.00% Add +3.2% 55,089 $3.2M
Virginia Wealth Management Group, Inc. 1.88% Add +1.4% 54,873 $3.2M
Axxcess Wealth Management, LLC 0.06% Reduce -5.3% 54,311 $3.2M
Sepio Capital, LP 0.17% Reduce -4.8% 53,903 $3.2M
Slagle Financial, LLC 1.10% Add +4.5% 53,698 $3.1M
Kentucky Retirement Systems 0.09% No change 53,583 $3.1M
Prospera Financial Services Inc 0.05% Reduce -13.9% 52,704 $3.1M
Central Pacific Bank - Trust Division 0.39% Reduce -5.5% 52,638 $3.1M
Farther Finance Advisors, LLC 0.03% Add +91.0% 52,486 $3.1M
Stratos Wealth Partners, LTD. 0.03% Add +8.7% 52,119 $3.1M
Elo Mutual Pension Insurance Co 0.05% Reduce -21.4% 51,553 $3.0M
Rothschild Investment LLC 0.17% Reduce -0.2% 51,444 $3.0M
Regions Financial Corp. 0.02% Reduce -6.2% 51,190 $3.0M
Cwm, LLC 0.01% Reduce -4.1% 51,023 $3.0M
Dark Forest Capital Management LP 0.14% New 50,778 $3.0M
Nordea Investment Management AB 0.00% Reduce -38.4% 49,747 $2.9M
Graham Capital Wealth Management, LLC 2.70% Add +2.7% 49,800 $2.9M
Hartford Investment Management Co. 0.09% Reduce -1.3% 49,112 $2.9M
MFG Wealth Management, Inc. 2.24% Reduce -0.1% 49,071 $2.9M
TCV Trust & Wealth Management, Inc. 0.23% Reduce -1.0% 48,351 $2.8M
Farringdon Capital, Ltd. 0.68% Add +143.6% 47,374 $2.8M
Leelyn Smith, LLC 0.40% Add +0.2% 47,316 $2.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.10% — 46,757 $2.7M
Ascent Group, LLC 0.09% Add +17.2% 46,164 $2.7M
Beck Capital Management, LLC 0.64% Reduce -0.4% 46,029 $2.7M
Westfield Capital Management Co. LP 0.01% New 45,694 $2.7M
XTX Topco Ltd 0.07% New 44,960 $2.6M
Blair William & Co. 0.01% Add +3.5% 44,835 $2.6M
Louisiana State Employees Retirement System 0.04% Reduce -2.7% 43,600 $2.6M
Quantbot Technologies LP 0.08% New 43,457 $2.5M
HB Wealth Management, LLC 0.02% Reduce -1.3% 43,031 $2.5M
Dakota Wealth Management 0.04% Reduce -9.6% 42,500 $2.5M
Profund Advisors LLC 0.08% Reduce -5.0% 42,379 $2.5M
Maryland State Retirement & Pension System 0.05% No change 42,243 $2.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +18.0% 41,700 $2.4M
Gulf International Bank (UK) Ltd 0.08% No change 41,495 $2.4M
Clearstead Advisors, LLC 0.03% Add +1.5% 41,280 $2.4M
Baird Financial Group, Inc. 0.00% Add +9.5% 40,934 $2.4M
Vestcor Inc 0.07% No change 40,699 $2.4M
Carret Asset Management, LLC 0.23% Reduce -1.7% 40,678 $2.4M
Miller Howard Investments Inc. 0.07% Add +7.8% 40,497 $2.4M
Advisors Management Group Inc. 0.43% Reduce -19.1% 40,024 $2.3M
Point Windward Advisors Inc. 1.14% Add +455.2% 39,975 $2.3M
Stamos Capital Partners, L.P. 0.37% Add +30.6% 39,655 $2.3M
New Mexico Educational Retirement Board 0.07% Add +2.1% 39,373 $2.3M
Fifth Third Wealth Advisors LLC 0.08% Add +0.9% 39,357 $2.3M
Delta Global Management LP 0.17% New 39,341 $2.3M
XML Financial, LLC 0.19% Reduce -6.2% 39,332 $2.3M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +0.4% 39,308 $2.3M
Tiaa Trust, National Association 0.01% Add +3.2% 39,180 $2.3M
Kassira Wealth Management LLC 2.18% Add +11.9% 39,138 $2.3M
Redmond Asset Management, LLC 0.58% Add +14.0% 38,599 $2.3M
Wilmington Savings Fund Society, FSB 0.05% Add +1.3% 38,219 $2.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.23% Add +0.3% 38,041 $2.2M
Inspire Trust Co, N.A. 0.37% Add +22.6% 38,000 $2.2M
Ethos Financial Group, LLC 0.16% Reduce -4.8% 37,647 $2.2M
Gratus Wealth Advisors, LLC 0.30% Reduce -4.7% 37,309 $2.2M
Crossmark Global Holdings, Inc. 0.03% Add +14.0% 37,307 $2.2M
United Capital Financial Advisors, LLC 0.01% Add +7.2% 37,207 $2.2M
Patten & Patten Inc. 0.13% Add +11.2% 37,157 $2.2M
CWA Asset Management Group, LLC 0.08% Add +192.1% 37,068 $2.2M
Vectors Research Management, LLC 0.66% Reduce -3.6% 36,828 $2.2M
Pinebridge Investments LLC 0.02% — 36,794 $2.2M
Gotham Asset Management 0.01% Reduce -0.4% 36,721 $2.2M
Greenwood Capital Associates LLC 0.23% Add +28.9% 36,718 $2.2M
MAI Capital Management 0.01% Add +17.3% 36,690 $2.1M
Midwest Trust Co 0.03% Reduce -4.0% 36,383 $2.1M
Abn Amro Investment Solutions 0.03% New 36,125 $2.1M
Plan Group Financial, LLC 0.55% Add +6.8% 36,089 $2.1M
Generali Investments, Management Co LLC 0.42% Reduce -22.0% 35,612 $2.1M
Bleakley Financial Group, LLC 0.04% Add +11.1% 35,127 $2.1M
Choreo, LLC 0.03% Reduce -5.5% 34,759 $2.1M
Arkadios Wealth Advisors 0.04% Reduce -1.1% 35,032 $2.1M
MUFG Securities EMEA plc 0.02% Add +114.4% 35,027 $2.1M
Financial Security Advisor, Inc. 0.40% Reduce -1.4% 35,010 $2.1M
Garner Asset Management Corp 0.78% Reduce -3.9% 34,794 $2.0M
Florida Trust Wealth Management Co 0.06% Add +51.1% 34,141 $2.0M
Kentucky Farm Bureau Mutual Insurance Co 0.54% New 34,128 $2.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 33,785 $2.0M
Apollon Wealth Management, LLC 0.03% Add +10.7% 33,557 $2.0M
Sequoia Financial Advisors, LLC 0.01% Add +26.6% 33,404 $2.0M
Moors & Cabot, Inc. 0.08% Add +6.3% 33,403 $2.0M
Conning Inc. 0.07% Add +0.5% 33,217 $1.9M
Concurrent Investment Advisors, LLC 0.02% Add +10.3% 32,930 $1.9M
Quadrant Capital Group LLC 0.06% Add +0.3% 32,848 $1.9M
Argent Trust Co 0.07% Reduce -9.2% 32,699 $1.9M
Horizon Investments, LLC 0.02% Add +8.6% 32,524 $1.9M
Level Four Advisory Services, LLC 0.06% Add +7.3% 32,415 $1.9M
Cantor Fitzgerald Investment Advisors L.P. 0.14% Reduce -5.5% 32,395 $1.9M
Lowe Brockenbrough & Co. Inc. 0.09% Add +8.2% 32,047 $1.9M
Culbertson A N & Co. Inc. 0.26% Add +106.3% 32,005 $1.9M
Altman Advisors, Inc. 0.69% Reduce -2.1% 31,100 $1.8M
Beverly Hills Private Wealth, LLC 0.31% Reduce -0.9% 30,877 $1.8M
Credit Agricole S A 0.00% Reduce -71.7% 30,559 $1.8M
Vise Technologies, Inc. 0.04% Add +13.8% 30,546 $1.8M
Empowered Funds, LLC 0.03% Add +3.5% 30,468 $1.8M
Ascent Wealth Partners, LLC 0.20% Add +0.1% 30,373 $1.8M
All Terrain Financial Advisors, LLC 0.54% Reduce -12.5% 30,124 $1.8M
Courier Capital LLC 0.10% Reduce -1.9% 29,845 $1.7M
Merit Financial Group, LLC 0.01% Add +2.1% 29,626 $1.7M
Bradley Foster & Sargent Inc. 0.03% Reduce -3.3% 29,510 $1.7M
Total Clarity Wealth Management, Inc. 0.42% Add +0.7% 29,484 $1.7M
Allworth Financial LP 0.01% Reduce -6.2% 29,484 $1.7M
GAMMA Investing LLC 0.09% Add +0.1% 29,276 $1.7M
North Dakota State Investment Board 0.06% — 29,269 $1.7M
Sompo Asset Management Co., Ltd. 0.29% Reduce -6.3% 29,260 $1.7M
IFP Advisors, Inc 0.04% Add +196.0% 29,197 $1.7M
Summit Trail Advisors, LLC 0.03% Reduce -15.9% 29,116 $1.7M
Simmons Bank 0.11% Add +5.5% 28,792 $1.7M
Equitable Holdings, Inc. 0.01% Add +42.6% 28,743 $1.7M
Intech Investment Management LLC 0.01% Reduce -4.7% 28,713 $1.7M
HUB Investment Partners, LLC 0.05% Add +34.3% 28,456 $1.7M
South Dakota Investment Council 0.03% Reduce -6.0% 28,384 $1.7M
Colonial River Investments, LLC 0.59% Reduce -12.8% 28,340 $1.7M
Empirical Finance, LLC 0.08% Reduce -4.2% 28,310 $1.7M
Callahan Advisors, LLC 0.14% New 28,275 $1.7M
Cassaday & Co Wealth Management LLC 0.03% Reduce -2.4% 27,841 $1.6M
Vident Advisory, LLC 0.02% Reduce -1.8% 27,674 $1.6M
Verus Financial Partners, Inc. 0.15% Reduce -10.4% 26,839 $1.6M
Graves Light Lenhart Wealth, Inc. 0.17% Reduce -12.0% 27,581 $1.6M
J.W. Cole Advisors, Inc. 0.04% Reduce -8.9% 27,951 $1.6M
Towne Trust Company, N.A 0.50% Reduce -21.2% 27,458 $1.6M
Kingsview Wealth Management, LLC 0.02% Add +6.5% 27,441 $1.6M
Boothbay Fund Management, LLC 0.04% Add +557.7% 27,406 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 27,284 $1.6M
Taylor Hoffman Capital Management LLC 0.49% Add +0.9% 27,272 $1.6M
CENTRAL TRUST Co 0.03% Reduce -0.3% 27,163 $1.6M
NovaPoint Capital, LLC 0.40% Add +17.4% 26,705 $1.6M
Bull Street Advisors, LLC 0.72% Reduce -0.1% 26,410 $1.5M
Altshuler Shaham Ltd 0.02% Add +81.6% 26,389 $1.5M
Beacon Bank & Trust 0.31% Reduce -13.3% 26,340 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -5.9% 26,333 $1.5M
Greenland Capital Management LP 0.24% Reduce -43.4% 26,260 $1.5M
Perigon Wealth Management, LLC 0.03% Add +56.1% 26,085 $1.5M
Assenagon Asset Management S.A. 0.00% Reduce -1.6% 25,745 $1.5M
Global Retirement Partners, LLC 0.03% Add +80.5% 25,571 $1.5M
Platform Technology Partners 0.32% Add +8.2% 25,363 $1.5M
Alaethes Wealth, LLC 0.42% Reduce -3.5% 25,319 $1.5M
3Chopt Investment Partners, LLC 0.33% Reduce -13.0% 25,152 $1.5M
Capital Investment Counsel, Inc 0.17% Reduce -0.6% 24,969 $1.5M
OneDigital Investment Advisors LLC 0.01% Reduce -1.9% 24,788 $1.5M
44 Wealth Management LLC 0.48% Reduce -5.2% 24,577 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +5.0% 24,573 $1.4M
Pensionfund Sabic 0.39% No change 24,400 $1.4M
Alpha Omega Wealth Management LLC 0.24% Reduce -8.4% 24,389 $1.4M
Coastal Bridge Advisors, LLC 0.11% Add +1.9% 24,344 $1.4M
Rodgers Brothers Inc. 0.17% Reduce -14.8% 24,215 $1.4M
Aptus Capital Advisors, LLC 0.01% Add +10.3% 24,094 $1.4M
Personal Cfo Solutions, LLC 0.22% Add +3.4% 23,986 $1.4M
Park Avenue Securities LLC 0.01% Reduce -9.6% 23,948 $1.4M
Savant Capital, LLC 0.01% Add +9.2% 23,903 $1.4M
Andra AP-fonden 0.02% Add +14.4% 23,892 $1.4M
Benjamin Edwards Inc. 0.02% Add +3.2% 23,802 $1.4M
Richard Bernstein Advisors LLC 0.04% Reduce -9.9% 23,506 $1.4M
Banque Cantonale Vaudoise 0.05% Reduce -23.3% 23,328 $1.4M
Snowden Capital Advisors LLC 0.04% Add +4.6% 23,282 $1.4M
Beese Fulmer Investment Management, Inc. 0.09% Add +39.9% 46,458 $1.4M
Securian Asset Management, Inc. 0.05% Reduce -43.7% 23,219 $1.4M
TD Private Client Wealth LLC 0.03% Add +3.5% 23,018 $1.3M
Mufg Securities Americas Inc. 0.08% Reduce -0.0% 23,005 $1.3M
Burney Co./ 0.04% Add +197.3% 22,772 $1.3M
Valmark Advisers, Inc. 0.02% Add +1.0% 22,638 $1.3M
Tounjian Advisory Partners, LLC 0.45% Reduce -0.1% 22,520 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% No change 22,460 $1.3M
Canandaigua National Bank & Trust Co. 0.12% Reduce -8.2% 22,261 $1.3M
Danske Bank A/S 0.00% Add +7.8% 22,200 $1.3M
Lee Danner & Bass Inc. 0.09% Reduce -12.1% 22,187 $1.3M
Ossiam 0.03% Add +50.9% 21,981 $1.3M
Donaldson Capital Management, LLC 0.04% Add +7.6% 21,963 $1.3M
Rossby Financial, LCC 0.40% Add +16.4% 21,945 $1.3M
Meketa Investment Group Inc. 4.35% No change 21,944 $1.3M
Brooklyn Investment Group 0.06% Add +89.8% 21,684 $1.3M
Advisory Services Network, LLC 0.02% Reduce -2.6% 21,844 $1.3M
Arax Advisory Partners 0.04% Reduce -43.3% 21,756 $1.3M
QRG Capital Management, Inc. 0.01% Add +43.4% 21,721 $1.3M
Coldstream Capital Management Inc. 0.02% Reduce -17.2% 21,696 $1.3M
Concord Wealth Partners 0.16% Add +2.0% 21,636 $1.3M
Chicago Capital, LLC 0.03% Add +9.5% 21,396 $1.3M
Belpointe Asset Management LLC 0.05% Add +39.2% 21,309 $1.2M
Harbor Capital Advisors, Inc. 0.10% Reduce -0.1% 21,276 $1.2M
Concord Asset Management, LLC 0.22% Add +1.3% 21,263 $1.2M
John Boyer, Inc. 1.27% New 21,223 $1.2M
VestGen Advisors, LLC 0.05% Add +155.8% 21,163 $1.2M
CI Investments Inc. 0.01% Add +27.9% 21,106 $1.2M
Richard W. Paul & Associates, LLC 0.41% Add +156.3% 20,847 $1.2M
Westpac Banking Corp. 0.08% Reduce -3.4% 20,570 $1.2M
Principal Securities, Inc. 0.02% Add +6.0% 20,437 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -5.1% 20,419 $1.2M
Signaturefd, LLC 0.02% Add +15.9% 20,412 $1.2M
First Horizon Corp. 0.05% Add +23.8% 20,384 $1.2M
Cullinan Associates Inc. 0.08% No change 20,378 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Add +17.2% 20,325 $1.2M
Mason & Associates, LLC 0.27% Add +13.4% 20,192 $1.2M
Frank, Rimerman Advisors LLC 0.07% Add +0.7% 19,873 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -50.0% 19,799 $1.2M
Woodstock Corp. 0.10% Reduce -0.3% 19,774 $1.2M
Spire Wealth Management 0.04% Add +0.7% 19,563 $1.1M
Tradewinds, LLC. 0.27% Reduce -12.9% 19,441 $1.1M
Hilton Head Capital Partners, LLC 0.66% — 19,398 $1.1M
Blue Trust, Inc. 0.01% Reduce -12.2% 19,239 $1.1M
HM Payson & Co. 0.02% Add +0.3% 19,172 $1.1M
Trust Co. of Toledo NA 0.11% Reduce -3.5% 19,147 $1.1M
Spirit of America Management Corp. 0.24% Reduce -7.3% 19,100 $1.1M
Marietta Investment Partners LLC 0.22% Reduce -0.1% 18,884 $1.1M
NBT Bank, N.A. 0.07% Reduce -0.4% 16,619 $1.1M
Cohen Klingenstein LLC 0.03% No change 18,700 $1.1M
Beck Mack & Oliver LLC 0.02% No change 18,693 $1.1M
Mork Capital Management, LLC 0.67% New 18,620 $1.1M
Dover Advisors, LLC 0.42% Add +13.4% 18,595 $1.1M
Candriam S.C.A. 0.01% New 18,561 $1.1M
Radnor Capital Management, LLC 0.16% Reduce -0.8% 18,480 $1.1M
City Holding Co. 0.13% Add +1.3% 18,361 $1.1M
Chesley Taft & Associates LLC 0.04% Add +10.9% 18,354 $1.1M
Waters Parkerson & Co., LLC 0.05% No change 18,326 $1.1M
Keystone Financial Group 0.08% Add +6.4% 18,315 $1.1M
Meridian Wealth Management, LLC 0.04% Add +48.3% 18,240 $1.1M
Burke & Herbert Bank & Trust Co. 0.29% Reduce -7.2% 17,989 $1.1M
Meeder Advisory Services, Inc. 0.05% Add +22.9% 17,986 $1.1M
Rbo & Co. LLC 0.17% No change 17,976 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +5.9% 17,881 $1.0M
Future Fund LLC 0.33% Reduce -12.0% 17,712 $1.0M
Stock Yards Bank & Trust Co. 0.03% Reduce -3.5% 17,549 $1.0M
Daymark Wealth Partners, LLC 0.03% Reduce -6.0% 17,465 $1.0M
Elmwood Wealth Management, Inc. 0.32% Add +0.1% 17,439 $1.0M
Valeo Financial Advisors, LLC 0.02% Reduce -4.0% 17,392 $1.0M
World Investment Advisors 0.02% Add +29.6% 17,337 $1.0M
Praxis Investment Management Inc. 0.06% No change 17,170 $1.0M
ABN AMRO Bank N.V. 0.01% Reduce -5.1% 17,185 $1.0M
Walleye Trading LLC 0.02% New 17,113 $1.0M
Shelton Wealth Management, LLC 0.44% Add +9.2% 17,103 $1.0M
Salvus Wealth Management, LLC 0.56% Add +1.9% 17,029 $998K
Canada Post Corp Registered Pension Plan 0.04% Add +36.3% 17,007 $996K
Laird Norton Wetherby Trust Company, LLC 0.02% New 16,960 $994K
Allianz SE 0.01% Add +52.3% 16,940 $993K
Ameritas Advisory Services, LLC 0.04% Add +172.6% 16,914 $991K
Cornerstone Wealth Group, LLC 0.07% Add +0.4% 16,841 $987K
AlphaCore Capital LLC 0.02% Add +571.2% 16,591 $972K
Juno Financial Group LLC 0.39% — 16,543 $969K
Innovative Wealth Building LLC 0.70% Reduce -0.9% 16,470 $965K
Ethic Inc. 0.01% Add +8.9% 16,451 $964K
Tred Avon Family Wealth, LLC 0.31% Reduce -2.7% 16,415 $962K
First Financial Bankshares Inc 0.02% Reduce -0.9% 16,385 $960K
Trust Co. of Vermont 0.04% Add +4.1% 16,286 $954K
Peoples Financial Services Corp. 0.44% Reduce -9.2% 16,279 $954K
Callan Family Office, LLC 0.02% Add +48.8% 16,241 $952K
CoreCap Advisors, LLC 0.03% Add +7.2% 16,207 $950K
Elevated Capital Advisors, LLC 0.22% Add +1.6% 16,106 $944K
Tower Research Capital LLC (TRC) 0.02% Reduce -18.8% 15,852 $929K
Bessemer Group Inc. 0.00% Add +7.2% 15,832 $927K
Glenview Trust Co 0.01% Add +13.8% 15,790 $925K
StoneX Group Inc. 0.04% Reduce -4.1% 15,702 $920K
Blue Edge Capital, LLC 0.12% No change 15,700 $920K
Essex Financial Services, Inc. 0.05% Add +4.8% 15,690 $919K
Claris Financial LLC 0.49% Reduce -0.5% 15,680 $919K
San Luis Wealth Advisors LLC 0.15% Add +19.1% 15,640 $916K
Exencial Wealth Advisors, LLC 0.03% Add +1.7% 15,589 $913K
Whitener Capital Management, Inc. 0.21% No change 15,505 $908K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 15,480 $907K
Graham Capital Management, L.P. 0.04% Reduce -81.9% 15,454 $905K
Cornerstone Planning, LLC 0.21% — 15,351 $904K
Haverford Trust Co 0.01% Add +0.4% 15,423 $904K
Abundance Wealth Counselors 0.15% New 15,417 $903K
Excalibur Management Corp. 0.32% Add +6.8% 15,352 $900K
HBW Advisory Services LLC 0.10% Add +13.6% 15,317 $897K
Mgo One Seven LLC 0.02% Add +5.4% 15,314 $897K
Keel Point, LLC 0.05% Reduce -1.3% 15,270 $895K
Jacobi Capital Management LLC 0.05% Reduce -2.1% 15,234 $893K
Bokf, NA 0.01% Reduce -15.8% 15,229 $892K
FineMark National Bank & Trust 0.03% Reduce -1.1% 15,203 $891K
Patten Group, Inc. 0.16% Reduce -1.5% 15,203 $891K
Diversify Advisory Services, LLC 0.03% Add +10.8% 14,549 $889K
Jeppson Wealth Management, LLC 0.28% No change 15,114 $886K
RiverFront Investment Group, LLC 0.01% Add +6.8% 15,032 $881K
LMR Partners LLP 0.01% New 15,032 $881K
Caldwell Trust Co 0.08% No change 15,011 $879K
Ceeto Capital Group, LLC 0.26% No change 15,000 $879K
Marex Group Ltd 0.01% Reduce -50.0% 15,002 $879K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -17.7% 14,997 $879K
Morton Community Bank 0.19% Reduce -72.7% 14,505 $873K
Heritage Trust Co 0.09% Add +28.0% 14,866 $871K
Sagespring Wealth Partners, LLC 0.02% Add +4.3% 14,690 $861K
Hamilton Wealth, LLC 0.16% Add +2.0% 14,630 $857K
Bison Wealth, LLC 0.10% Add +26.8% 14,423 $856K
Heritage Wealth Advisors 0.03% Add +0.1% 14,548 $852K
Farmers & Merchants Investments Inc. 0.02% Reduce -0.8% 14,520 $851K
Meridian Financial Partners LLC 0.34% Reduce -1.5% 13,921 $848K
HBK Sorce Advisory LLC 0.02% Add +28.7% 13,595 $847K
Scotia Capital Inc. 0.00% Reduce -19.1% 14,444 $846K
Bearing Point Capital, LLC 0.13% No change 14,400 $844K
Dominguez Wealth Management Solutions, Inc. 0.51% Add +1.1% 14,340 $840K
Founders Financial Alliance, LLC 0.16% Reduce -18.4% 14,318 $839K
Inspire Advisors, LLC 0.08% Reduce -10.3% 14,303 $838K
Sovereign Financial Group, Inc. 0.15% Add +0.7% 14,242 $834K
Sigma Planning Corp 0.02% Reduce -12.3% 14,161 $830K
Hilltop Holdings Inc. 0.05% Reduce -2.8% 14,137 $828K
Ballentine Partners, LLC 0.01% Add +0.7% 14,114 $827K
Navalign, LLC 0.20% Add +3.6% 14,067 $824K
Miller Financial Services LLC 0.96% Add +15.2% 13,971 $819K
Prosperity Consulting Group, LLC 0.04% Add +4.8% 13,815 $809K
TCTC Holdings, LLC 0.02% No change 13,778 $807K
Arrow Financial Corp 0.08% Reduce -1.9% 13,736 $805K
Greenleaf Trust 0.01% Reduce -0.4% 13,699 $803K
Clarion Wealth Managment Partners, LLC 0.74% Reduce -3.2% 13,656 $800K
Acorn Financial Advisory Services Inc. 0.12% Reduce -1.7% 13,647 $800K
Brown Brothers Harriman & Co. 0.00% Reduce -5.5% 13,638 $799K
Cadence Bank 0.05% Add +0.5% 13,613 $798K
Financial Sense Advisors, Inc. 0.17% Add +127.2% 13,581 $796K
Trivium Point Advisory, LLC 0.08% Reduce -2.2% 13,503 $791K
TCW Group Inc. 0.01% New 13,411 $786K
Cornercap Investment Counsel Inc. 0.39% Reduce -1.4% 13,407 $786K
Eagle Harbor Asset Management Inc. 0.65% Reduce -0.3% 13,371 $783K
Archford Capital Strategies, LLC 0.09% Reduce -0.4% 13,267 $777K
Geneos Wealth Management Inc. 0.02% Reduce -1.4% 13,211 $774K
Parcion Private Wealth LLC 0.05% Add +0.7% 13,169 $772K
Paradigm Capital Management, LLC 0.72% Add +194.0% 13,155 $771K
Ables, Iannone, Moore & Associates, Inc. 0.42% Reduce -1.5% 13,155 $771K
Hartford Funds Management Co LLC 0.06% New 13,138 $770K
UMB Bank, n.a. 0.01% Reduce -2.6% 13,103 $768K
Elm Partners Management LLC 0.03% No change 13,078 $766K
Confluence Wealth Services, Inc. 0.03% Add +0.6% 13,006 $762K
Marco Investment Management LLC 0.06% No change 12,834 $752K
Hendershot Investments Inc. 0.10% Add +12.1% 12,818 $751K
Qtron Investments LLC 0.10% Reduce -18.6% 12,762 $748K
Csenge Advisory Group 0.03% Add +7.5% 12,730 $746K
Birch Hill Investment Advisors LLC 0.03% Reduce -1.6% 12,587 $737K
Wealthcare Advisory Partners LLC 0.01% Reduce -24.4% 12,465 $730K
Savvy Advisors, Inc. 0.02% Add +35.9% 12,450 $729K
Saturna Capital Corp. 0.01% Add +0.8% 12,413 $727K
Centennial Wealth Advisory LLC 0.19% Add +4.9% 12,373 $725K
Legacy Wealth Asset Management, LLC 0.18% Add +1.1% 12,358 $724K
Pittenger & Anderson Inc. 0.03% Reduce -8.5% 12,320 $722K
Parallel Advisors, LLC 0.01% Add +3.6% 12,311 $721K
Seneca House Advisors 0.27% Add +15.3% 12,241 $717K
Tema ETFs LLC 0.06% Reduce -0.3% 12,208 $715K
Holderness Investments Co. 0.15% Add +0.3% 12,190 $714K
Two Sigma Securities, LLC 0.10% Add +134.5% 12,109 $709K
Venture Visionary Partners LLC 0.02% Add +1.9% 12,071 $707K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -21.4% 12,065 $707K
Rahlfs Capital, LLC 0.55% No change 12,050 $706K
Heritage Investors Management Corp. 0.02% Add +9.3% 12,048 $706K
International Assets Investment Management, LLC 0.05% Reduce -9.8% 11,978 $702K
Redwood Investment Management, LLC 0.08% Reduce -46.2% 11,958 $701K
Ti-Trust, Inc. 0.43% No change 11,929 $699K
Federated Hermes, Inc. 0.00% Add +5.2% 11,846 $694K
Apella Capital, LLC 0.01% Reduce -1.1% 11,826 $693K
BCGM Wealth Management, LLC 0.18% Reduce -0.1% 11,765 $689K
Commonwealth Retirement Investments LLC 0.22% Add +50.9% 11,730 $687K
Compound Planning, Inc. 0.02% Add +2.1% 11,710 $686K
Constant Guidance Financial LLC 0.48% New 11,700 $686K
Adalta Capital Management LLC 0.31% No change 11,700 $686K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +0.9% 11,682 $684K
Vista Investment Partners LLC 0.18% Reduce -0.2% 11,590 $679K
Verdence Capital Advisors LLC 0.04% Reduce -40.5% 11,583 $679K
Virtu Financial LLC 0.03% New 11,546 $676K
Wealthspire Advisors, LLC 0.01% Reduce -0.9% 11,502 $674K
NTV Asset Management LLC 0.07% Add +6.7% 11,496 $674K
Smartleaf Asset Management LLC 0.03% Add +10.0% 11,393 $673K
Main Street Group, LTD 0.23% Reduce -4.4% 11,435 $670K
SouthState Bank Corp 0.03% Reduce -12.1% 11,412 $669K
Kingswood Wealth Advisors, LLC 0.03% Add +13.3% 11,356 $665K
Wedmont Private Capital 0.02% Add +5.7% 11,512 $657K
Anchor Investment Management, LLC 0.05% Add +3.0% 11,213 $657K
Generali Investments CEE, investicni spolecnost, a.s. 0.05% No change 11,200 $656K
49 Wealth Management, LLC 0.05% Add +36.7% 11,179 $655K
LongView Wealth Management 0.16% Add +0.6% 11,169 $652K
Catalyst Financial Partners LLC 0.07% Add +11.6% 11,125 $652K
Indivisible Partners 0.07% — 11,094 $650K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.8% 11,067 $648K
Walleye Capital LLC 0.00% Add +63.6% 11,066 $648K
Pallas Capital Advisors LLC 0.02% Reduce -6.1% 10,982 $643K
Bay Capital Advisors, LLC 0.39% No change 10,952 $642K
Ingalls & Snyder LLC 0.02% No change 10,921 $640K
Slocum, Gordon & Co LLP 0.46% New 10,895 $638K
HighPoint Advisor Group LLC 0.01% Reduce -1.2% 10,894 $638K
Chickasaw Capital Management LLC 0.03% Reduce -13.3% 10,872 $637K
Sumitomo Life Insurance Co. 0.02% Add +1.1% 10,867 $637K
Capital International Sarl 0.01% New 10,841 $635K
Wedbush Securities Inc. 0.02% Add +22.5% 10,833 $635K
Chemung Canal Trust Co. 0.13% No change 10,802 $633K
Whittier Trust Co. of Nevada Inc. 0.01% Add +9.7% 10,778 $633K
Moneco Advisors, LLC 0.05% Reduce -2.2% 10,760 $630K
Advisortrust Partners, LLC 0.27% — 10,666 $625K
Key Financial Inc 0.11% No change 10,580 $620K
GWN Securities Inc. 0.13% Add +32.5% 10,570 $619K
Joel Isaacson & Co., LLC 0.02% Add +0.6% 10,502 $615K
Plimoth Trust Co. LLC 0.14% Reduce -0.6% 10,450 $612K
Insigneo Advisory Services, LLC 0.04% Reduce -1.1% 10,438 $612K
Fidelis Capital Partners, LLC 0.04% Add +6.1% 10,277 $602K
U.S. Capital Wealth Advisors, LLC 0.02% Add +8.3% 10,251 $601K
Hennion & Walsh Asset Management, Inc. 0.02% Add +68.7% 10,171 $596K
Commerzbank Aktiengesellschaft 0.01% No change 10,125 $593K
Essential Partners LLC 0.18% Reduce -0.5% 10,114 $593K
Vontobel Holding Ltd. 0.00% Reduce -1.0% 10,087 $591K
Smith, Moore & Co. 0.04% Add +5.2% 10,035 $588K
denkapparat Operations GmbH 0.32% Add +76.0% 10,028 $588K
PFG Investments, LLC 0.03% Reduce -74.5% 9,997 $586K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +6.8% 9,993 $585K
Pathfinder Wealth Consulting, Inc. 0.37% — 9,978 $585K
Phoenix Wealth Advisors 0.22% Reduce -0.8% 9,953 $583K
Liberty One Investment Management, LLC 0.07% Reduce -30.1% 9,932 $582K
Foundations Investment Advisors, LLC 0.01% Add +13.5% 9,884 $579K
Rockland Trust Co. 0.02% Add +14.4% 9,873 $578K
Capital Asset Advisory Services LLC 0.02% Reduce -7.7% 9,848 $578K
Summit Securities Group LLC 0.10% Add +232.1% 9,868 $578K
EP Wealth Advisors, LLC 0.00% — 9,793 $574K
Caprock Group, LLC 0.01% Reduce -32.1% 9,769 $572K
Bragg Financial Advisors, Inc 0.02% Reduce -13.3% 9,756 $572K
Harbour Investments, Inc. 0.01% Add +33.5% 9,733 $570K
FourThought Financial Partners, LLC 0.05% Add +7.8% 9,701 $568K
Institute for Wealth Management, LLC. 0.06% Reduce -1.0% 9,676 $567K
Register Financial Advisors LLC 0.22% Add +35.7% 9,629 $564K
Coppell Advisory Solutions LLC 0.06% Reduce -1.6% 9,509 $562K
Hughes Financial Services, LLC 0.09% Add +11.1% 9,534 $559K
VeraBank, N.A. 0.10% Reduce -1.8% 9,529 $558K
Summit Financial, LLC 0.01% Add +20.1% 9,525 $558K
Maridea Wealth Management LLC 0.08% Add +5.5% 9,524 $558K
Bridgewater Associates 0.00% Reduce -46.9% 9,441 $553K
Patriot Financial Group Insurance Agency, LLC 0.07% New 9,428 $552K
Signature Estate & Investment Advisors LLC 0.01% Add +17.0% 9,261 $543K
Legacy Financial Advisors, Inc. 0.07% Reduce -10.9% 9,255 $542K
1620 Investment Advisors, Inc. 0.36% No change 9,121 $534K
Hardin Capital Partners, LLC 0.25% Add +8.8% 9,121 $534K
Sage Mountain Advisors LLC 0.03% New 9,118 $534K
Triangle Securities Wealth Management 0.11% Add +0.0% 9,111 $534K
Fragasso Financial Advisors Inc 0.03% Reduce -0.7% 9,108 $534K
Carnegie Investment Counsel 0.01% Reduce -3.8% 9,106 $534K
Cullen/Frost Bankers, Inc. 0.01% Add +1.5% 9,074 $532K
CX Institutional 0.02% Reduce -14.1% 8,988 $527K
Wealth Quarterback LLC 0.19% Add +10.8% 8,958 $525K
Fideuram Asset Management (Ireland) dac 0.04% — 9,224 $524K
Premier Path Wealth Partners, LLC 0.07% Add +0.8% 8,920 $523K
Chapman Financial Group, LLC 0.36% Reduce -1.1% 8,910 $522K
Modera Wealth Management, LLC 0.01% Reduce -7.6% 8,879 $520K
Agf Management Ltd. 0.00% Add +0.7% 8,878 $520K
Family Legacy Financial Solutions, LLC 0.40% Add +11.8% 8,879 $520K
Passumpsic Savings Bank 0.28% — 8,828 $517K
Sax Wealth Advisors, LLC 0.02% Add +22.1% 8,814 $516K
DiNuzzo Private Wealth, Inc. 0.06% Add +2.3% 8,798 $515K
Camelot Portfolios, LLC 0.32% Reduce -0.4% 8,740 $512K
Advyzon Investment Management, LLC 0.06% Add +133.5% 8,738 $512K
V-Square Quantitative Management LLC 0.05% Reduce -24.0% 8,733 $512K
Farmers Trust Co. 0.08% Add +6.0% 8,707 $510K
Houlihan Financial Resource Group, Ltd. 0.20% New 8,636 $508K
Armstrong Advisory Group, Inc. 0.03% Reduce -3.9% 8,664 $508K
SBI Securities Co., Ltd. 0.01% Add +29.8% 8,584 $503K
Adams Wealth Management 0.11% Add +1.1% 8,568 $502K
CacheTech Inc. 0.09% Add +1.1% 8,568 $502K
United Advisor Group, LLC 0.06% Reduce -5.2% 8,566 $502K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -2.0% 8,505 $498K
SS&H Financial Advisors, Inc. 0.15% No change 8,493 $498K
Eastern Bank 0.01% Reduce -12.4% 8,497 $498K
Arkos Global Advisors 0.06% Reduce -21.1% 8,458 $496K
Lantern Wealth Advisors, LLC 0.26% Add +5.2% 8,450 $495K
BIP Wealth, LLC 0.02% New 8,392 $492K
Cordgrass Capital Advisors, LLC 0.12% Reduce -9.8% 8,337 $488K
Citizens Financial Group Inc. 0.01% Reduce -0.9% 8,288 $486K
Rowlandmiller & Partners.adv 0.09% Reduce -9.8% 8,265 $484K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +147.8% 8,248 $483K
Cresset Asset Management, LLC 0.00% Reduce -1.9% 8,244 $483K
Cigna Investments Inc. 0.07% No change 8,191 $480K
First National Trust Co 0.02% Reduce -3.5% 8,191 $480K
Bay Rivers Group 0.19% Reduce -1.2% 8,161 $478K
Kidder Stephen W 0.13% No change 8,157 $478K
United Asset Strategies, Inc. 0.04% Reduce -3.1% 8,139 $477K
GTS Securities LLC 0.02% Reduce -25.6% 8,120 $476K
Smithfield Trust Co 0.02% Add +39.1% 8,067 $472K
Birchcreek Wealth Management, LLC 0.23% No change 8,051 $472K
Guardian Wealth Advisors, LLC / NC 0.03% Add +1.3% 8,043 $471K
Empire Financial Management Company, LLC 0.10% Reduce -0.4% 8,022 $470K
Graver Capital Management, LLC 0.37% No change 8,000 $469K
Mainstay Capital Management LLC 0.04% No change 7,959 $466K
Welch Group, LLC 0.02% Add +3.6% 7,922 $464K
Total Wealth Planning & Management, Inc. 0.37% — 7,884 $462K
Syon Capital LLC 0.02% Add +42.5% 7,840 $459K
Koshinski Asset Management, Inc. 0.03% Add +2.8% 7,828 $459K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.15% No change 7,806 $457K
Mutual Advisors, LLC 0.01% Reduce -0.6% 7,801 $457K
Manchester Capital Management LLC 0.06% Reduce -11.2% 7,757 $454K
Kentucky Trust Co 0.24% Reduce -2.5% 7,740 $453K
RVW Wealth, LLC 0.03% No change 7,725 $453K
Composition Wealth, LLC 0.01% Add +10.2% 7,717 $452K
Element Pointe Advisors, LLC 0.09% No change 7,680 $450K
B. Riley Wealth Advisors, Inc. 0.02% Add +8.8% 7,678 $450K
SeaCrest Wealth Management, LLC 0.05% Add +0.2% 7,874 $449K
Worldquant Millennium Advisors LLC 0.00% New 7,666 $449K
Ameritas Investment Partners, Inc. 0.01% Reduce -1.8% 7,643 $448K
ICW Investment Advisors LLC 0.16% Reduce -2.6% 7,642 $448K
NorthCoast Asset Management LLC 0.01% Reduce -68.0% 7,567 $443K
Triumph Capital Management 0.10% New 7,560 $443K
Outfitters Financial LLC 0.35% Reduce -6.4% 7,515 $440K
Sard Wealth Management Group, LLC 0.24% Add +0.0% 7,493 $439K
Wealth Alliance, LLC 0.04% Add +50.2% 7,488 $439K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -5.3% 7,448 $436K
Investors Asset Management of Georgia Inc. /Ga/ 0.18% No change 7,432 $435K
Fiduciary Alliance LLC 0.03% Add +3.8% 7,419 $435K
Cidel Asset Management Inc. 0.03% No change 7,413 $434K
Olde Wealth Management, LLC 0.13% No change 7,417 $434K
Vista Investment Management 0.14% Reduce -50.0% 7,406 $434K
Advisory Alpha, LLC 0.01% Add +8.0% 7,392 $433K
McMillan Office, Inc. 0.05% — 7,393 $433K
Beacon Investment Advisors LLC 0.17% New 7,386 $433K
1ST Source Bank 0.02% Reduce -2.4% 7,367 $432K
Luts & Greenleigh Group, Inc. 0.37% Add +31.5% 7,357 $431K
A. D. Beadell Investment Counsel, Inc. 0.28% Add +11.2% 7,365 $431K
Leavell Investment Management, Inc. 0.02% Reduce -2.2% 7,341 $430K
Pointe Capital Management LLC 0.21% Reduce -14.7% 7,338 $430K
Cornerstone Wealth Management, LLC 0.02% Reduce -3.1% 7,316 $429K
Three Magnolias Financial Advisors, LLC 0.27% Add +9.8% 7,280 $428K
Abacus Planning Group, Inc. 0.06% Add +10.2% 7,256 $425K
Longfellow Investment Management Co. LLC 0.10% Reduce -48.1% 7,239 $424K
Mystic Asset Management, Inc. 0.10% Reduce -0.8% 7,237 $424K
Z3 Capital Partners, LLC 0.10% — 7,227 $423K
Castle Rock Wealth Management, LLC 0.09% Add +2.6% 6,885 $422K
Investors Research Corp 0.08% Reduce -0.9% 7,200 $422K
Private Wealth Partners, LLC 0.03% Add +2.2% 7,200 $422K
Mach-1 Financial Group, LLC 0.09% New 7,159 $419K
Envestnet Portfolio Solutions, Inc. 0.00% Add +6.6% 7,123 $417K
Nwam LLC 0.02% Reduce -48.3% 6,940 $417K
Sunbelt Securities, Inc. 0.03% Reduce -5.6% 7,106 $416K
Fiduciary Group, LLC 0.03% Reduce -4.7% 7,082 $415K
Triad Wealth Partners, LLC 0.04% Add +8.0% 7,071 $414K
Sovran Advisors, LLC 0.04% Add +2.2% 6,857 $414K
Stokes Family Office, LLC 0.04% Reduce -0.3% 7,003 $410K
Campbell Deegan Wealth Management, LLC 0.33% Reduce -0.9% 6,978 $409K
Panagora Asset Management Inc. 0.00% No change 6,929 $406K
SevenBridge Financial Group, LLC 0.06% Add +26.4% 6,694 $403K
AlphaStar Capital Management, LLC 0.03% Reduce -28.5% 6,878 $403K
Centurion Wealth Management LLC 0.09% Reduce -0.4% 6,810 $399K
Journey Strategic Wealth LLC 0.01% Add +3.2% 6,798 $398K
CreativeOne Wealth, LLC 0.01% Add +27.5% 6,791 $398K
Harmony Asset Management LLC 0.13% Reduce -11.0% 6,727 $394K
Forum Financial Management, LP 0.01% Add +20.6% 6,725 $394K
Barr E S & Co. 0.02% New 6,667 $391K
Capital Analysts, LLC 0.01% Add +2.4% 6,651 $390K
PCM Encore, LLC 0.08% — 6,645 $389K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -12.4% 6,641 $389K
First Command Advisory Services, Inc. 0.00% Reduce -5.1% 6,608 $387K
MBM Wealth Consultants, LLC 0.09% New 6,581 $386K
Cornerstone Advisory, LLC 0.04% Reduce -6.1% 6,572 $385K
Busey Bank 0.01% Reduce -3.5% 6,563 $385K
Voleon Capital Management LP 0.01% Reduce -69.2% 6,562 $384K
Hantz Financial Services, Inc. 0.01% Reduce -2.8% 6,547 $384K
Thrive Capital Management, LLC 0.09% Add +2.0% 6,546 $384K
OLIO Financial Planning 0.11% Add +1.0% 6,541 $383K
Alpha Family Trust 0.17% No change 6,540 $383K
Aprio Wealth Management, LLC 0.02% Add +10.2% 6,510 $381K
Inceptionr LLC 0.11% New 6,470 $379K
EverSource Wealth Advisors, LLC 0.01% Reduce -5.2% 6,452 $378K
Xcel Wealth Management, LLC 0.10% New 6,417 $376K
Walker Asset Management, LLC 0.20% Add +4.4% 6,412 $376K
Smith Group Asset Management, LLC 0.02% No change 6,400 $375K
Moneta Group Investment Advisors LLC 0.00% Reduce -12.5% 6,395 $375K
Johnson Investment Counsel Inc. 0.00% Reduce -0.7% 6,318 $370K
Ancora Advisors LLC 0.01% Reduce -13.1% 6,270 $367K
International Private Wealth Advisors LLC 0.23% Reduce -0.3% 6,264 $367K
Montag A & Associates Inc. 0.02% Add +5.6% 6,245 $366K
Evermay Wealth Management LLC 0.04% No change 6,238 $365K
Quotient Wealth Partners, LLC 0.01% Reduce -6.8% 6,221 $364K
Salem Investment Counselors Inc. 0.01% Add +0.3% 6,212 $364K
RFG Advisory, LLC 0.01% Reduce -3.4% 6,212 $364K
Hudock, Inc. 0.05% Reduce -0.0% 6,209 $364K
Transcend Capital Advisors, LLC 0.03% Reduce -10.9% 6,196 $363K
Nilsine Partners, LLC 0.03% Reduce -6.5% 6,191 $363K
Members Trust Co 0.01% Reduce -31.4% 6,161 $361K
Firethorn Wealth Partners, LLC 0.14% Add +5.0% 6,161 $361K
Romano Brothers and Company 0.04% No change 6,132 $359K
Angeles Wealth Management, LLC 0.02% New 6,127 $359K
Vanguard Capital Wealth Advisors 0.29% Reduce -46.0% 6,100 $357K
Private Client Services, LLC 0.11% Add +0.1% 6,096 $357K
IFG Advisory, LLC 0.02% Add +10.2% 6,087 $357K
Curat Global, LLC 0.39% No change 6,065 $355K
Tandem Investment Partners LLC 0.30% Reduce -16.6% 6,061 $355K
Cypress Capital Group 0.04% No change 6,015 $352K
Hummer Financial Advisory Services Inc 0.25% No change 6,001 $352K
Allen Mooney & Barnes Investment Advisors LLC 0.05% No change 5,975 $350K
Linscomb Wealth, Inc. 0.01% Reduce -18.9% 5,956 $349K
S.A. Mason LLC 0.14% Add +101.7% 5,950 $349K
AlphaGrep UK Ltd 0.12% — 5,939 $348K
JBR Co Financial Management Inc 0.15% Reduce -17.4% 5,932 $348K
Parsons Capital Management Inc. 0.02% Reduce -15.6% 5,859 $343K
Sfmg, LLC 0.02% Add +9.4% 5,853 $343K
Pure Financial Advisors, LLC 0.01% Reduce -17.0% 5,851 $343K
St Germain D J Co. Inc. 0.01% Reduce -2.5% 5,827 $341K
Sharp Wealth Advisory, LLC 0.17% Add +43.7% 5,825 $341K
Warner Financial, Inc. 0.12% No change 5,828 $341K
United Bank 0.04% Reduce -6.8% 5,810 $340K
Brown Miller Wealth Management, LLC 0.09% Add +2.7% 5,794 $339K
Capital Management Corp. 0.06% No change 5,789 $339K
Kovack Advisors, Inc. 0.02% Reduce -7.9% 5,776 $338K
Everhart Financial Group, Inc. 0.03% Add +12.6% 5,762 $338K
MIdWestOne Financial Group, Inc. 0.04% No change 5,710 $335K
Aviance Capital Partners, LLC 0.04% Reduce -10.6% 5,690 $333K
Howard Capital Management, LLC 0.00% Add +0.5% 5,689 $333K
New Republic Capital, LLC 0.09% New 5,678 $333K
Advisors Capital Management, LLC 0.00% New 5,674 $332K
Balboa Wealth Partners 0.05% Reduce -21.9% 5,648 $331K
Adirondack Trust Co. 0.11% No change 5,642 $331K
Fruth Investment Management 0.09% Add +7.7% 5,631 $329K
First National Bank & Trust Co. of Newtown 0.06% Reduce -2.6% 5,613 $329K
Denali Advisors LLC 0.04% New 5,600 $328K
Pine Valley Investments Ltd Liability Co 0.02% No change 5,600 $328K
Cullen Capital Management, LLC 0.00% Reduce -3.5% 5,600 $328K
Lawson Kroeker Investment Management Inc. 0.10% Reduce -29.8% 5,590 $328K
Sequent Planning LLC 0.08% Reduce -0.3% 5,582 $327K
Interchange Capital Partners, LLC 0.06% Reduce -6.0% 5,573 $327K
BLB&B Advisors, LLC 0.01% Reduce -0.1% 5,568 $326K
LCNB Corp. 0.11% No change 5,559 $326K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -1.8% 5,557 $326K
Evergreen Capital Management LLC 0.01% Reduce -18.6% 5,551 $325K
Sheets Smith Wealth Management 0.04% Add +11.9% 5,544 $325K
RFG - Bristol Wealth Advisors, LLC 0.09% Reduce -1.7% 5,536 $324K
Mechanics Bank Trust Department 0.04% No change 5,510 $323K
NorthRock Partners, LLC 0.01% Reduce -66.1% 5,507 $323K
NDWM LLC 0.21% No change 5,500 $322K
Schmidt P J Investment Management Inc. 0.05% Reduce -0.0% 5,480 $321K
Bayforest Capital Ltd 0.24% Add +56.4% 5,448 $319K
Hartford Financial Management Inc. 0.08% No change 5,435 $318K
Greatmark Investment Partners, Inc. 0.04% Add +10.9% 5,435 $318K
First Bank & Trust 0.05% Reduce -0.6% 5,419 $317K
Wexford Capital LP 0.08% New 5,403 $317K
Mather Group, Llc. 0.00% Add +3.4% 5,400 $316K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.9% 5,395 $316K
Thomasville National Bank 0.02% Reduce -65.8% 5,394 $316K
Pursuit Wealth Strategies, LLC 0.44% — 5,302 $311K
Chesapeake Wealth Management 0.09% Add +20.9% 5,301 $311K
Caldwell Sutter Capital, Inc. 0.13% Reduce -6.9% 5,298 $310K
Diversified Enterprises, LLC 0.02% New 5,262 $308K
Net Worth Advisory Group 0.06% Reduce -1.1% 5,253 $308K
Siemens Fonds Invest GmbH 0.02% Reduce -56.2% 5,211 $308K
Chicago Partners Investment Group LLC 0.01% Reduce -0.8% 5,155 $307K
Berger Financial Group, Inc 0.02% Reduce -0.6% 5,237 $307K
Empower Advisory Group, LLC 0.00% New 5,221 $306K
Crestwood Advisors Group, LLC 0.01% Reduce -4.9% 5,210 $305K
Blue Fin Capital, Inc. 0.05% Reduce -0.1% 5,203 $305K
Headinvest, LLC 0.06% Reduce -5.1% 5,203 $305K
Oakmont Investment Advisors, Inc. 0.22% — 5,162 $302K
Nicolet Advisory Services, LLC 0.02% Add +9.7% 5,169 $302K
Compass Ion Advisors, LLC 0.03% Add +0.3% 5,142 $301K
Ritholtz Wealth Management 0.01% Add +4.5% 5,129 $300K
Meadowbrook Wealth Management, LLC 0.34% Reduce -32.3% 5,125 $300K
Bullock Wealth Management Group 0.15% — 5,115 $300K
Allegheny Financial Group 0.04% Reduce -0.6% 5,113 $300K
Leonteq Securities AG 0.02% Reduce -13.3% 5,092 $298K
Continuum Advisory, LLC 0.03% Add +4.5% 5,045 $296K
Manske Wealth Management 0.09% Reduce -1.9% 5,030 $295K
HF Advisory Group, LLC 0.10% Reduce -1.9% 5,029 $295K
Cobblestone Asset Management LLC 0.13% Reduce -24.2% 5,021 $294K
Independent Financial Group, LLC 0.01% Add +0.4% 5,016 $294K
Northwest Bancshares, Inc. 0.06% Reduce -11.2% 4,999 $293K
Longview Financial Advisors, Inc. 0.20% No change 4,996 $293K
Citizens National Bank Trust Department 0.05% No change 4,973 $291K
Stonebridge Financial Group, LLC / MO 0.25% — 4,962 $291K
Advisor OS, LLC 0.02% Add +10.9% 4,958 $291K
Quantitative Investment Management, LLC 0.03% New 4,925 $288K
Sivia Capital Partners, LLC 0.06% Add +8.4% 4,896 $287K
Campion Asset Management 0.20% No change 4,849 $284K
Three Bearings Fiduciary Advisors, Inc. 0.27% — 4,717 $284K
Dividend Assets Capital, LLC 0.05% No change 4,842 $284K
ZWJ Investment Counsel Inc. 0.01% Reduce -1.5% 4,822 $283K
Pines Wealth Management, LLC 0.09% Add +4.8% 4,814 $282K
Wolverine Asset Management LLC 0.02% No change 4,799 $281K
Brookwood Investment Group LLC 0.03% Reduce -29.0% 4,775 $280K
Investment Partners Asset Management, Inc. 0.17% No change 4,729 $277K
Penobscot Investment Management Company, Inc. 0.02% No change 4,725 $277K
USA Financial Formulas 0.05% Add +193.6% 4,710 $276K
Shelton Capital Management 0.01% No change 4,701 $275K
Gladstone Institutional Advisory LLC 0.01% New 4,687 $275K
Alpha Cubed Investments, LLC 0.01% No change 4,687 $275K
Main Street Financial Solutions, LLC 0.02% New 4,668 $273K
Meridian Financial Advisors, LLC 0.15% Add +0.8% 4,656 $273K
Violich Capital Management, Inc. 0.03% No change 4,655 $273K
First Eagle Investment Management, LLC 0.00% No change 4,622 $271K
Midwest Professional Planners, LTD. 0.06% Reduce -57.6% 4,616 $270K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,600 $270K
Trust Point Inc. 0.02% Add +0.6% 4,590 $269K
Kinloch Capital, LLC 0.12% No change 4,577 $268K
Camden National Bank 0.04% Add +0.9% 4,571 $268K
WJ Financial Advisors LLC 0.24% Reduce -5.4% 4,565 $267K
one8zero8, LLC 0.06% Reduce -9.0% 4,559 $267K
Earned Wealth Advisors, LLC 0.02% New 4,548 $266K
Altrius Capital Management Inc 0.06% No change 4,507 $264K
Simplicity Wealth,LLC 0.02% Reduce -33.3% 4,502 $264K
Turtle Creek Wealth Advisors, LLC 0.02% Add +4.5% 4,497 $263K
Whittier Trust Co. 0.00% Reduce -5.7% 4,485 $263K
Morningstar Investment Management LLC 0.02% Reduce -96.1% 4,492 $263K
NorthStar Asset Management LLC 0.12% Reduce -0.2% 4,486 $263K
Second Half Financial Partners, LLC 0.12% No change 4,480 $262K
Aspect Partners, LLC 0.11% Add +0.3% 4,476 $262K
Eagle Strategies LLC 0.03% Reduce -0.1% 4,469 $262K
MassMutual Private Wealth & Trust, FSB 0.01% Add +2.1% 4,455 $261K
Zions Bancorporation, National Association 0.01% Add +193.3% 4,444 $260K
Checchi Capital Advisers, LLC 0.02% Reduce -3.5% 4,430 $260K
Texas Capital Bank Wealth Management Services Inc 0.01% New 4,428 $259K
Essex Bank 0.06% Reduce -11.9% 4,391 $257K
Clarius Group, LLC 0.01% Add +0.4% 4,370 $256K
Colonial Trust Co / SC 0.03% Reduce -38.1% 4,365 $256K
Ofi Invest Asset Management 0.00% New 4,358 $255K
Cahaba Wealth Management, Inc. 0.02% Add +1.0% 4,353 $255K
Ausdal Financial Partners, Inc. 0.01% Add +12.0% 4,307 $252K
Flynn Zito Capital Management, LLC 0.09% Add +0.8% 4,307 $252K
Arvest Bank Trust Division 0.01% No change 4,302 $252K
Resonant Capital Advisors, LLC 0.01% Add +0.8% 4,299 $252K
Parkside Financial Bank & Trust 0.02% Add +91.5% 4,296 $252K
L2 Asset Management, LLC 0.03% Add +7.2% 4,296 $252K
CJM Wealth Advisers, Ltd. 0.08% Reduce -1.7% 4,292 $251K
Summit Wealth Group LLC / Co. 0.03% New 4,283 $251K
Novak & Powell Financial Services, Inc. 0.13% Add +0.7% 4,280 $251K
Somerset Trust Co 0.08% Add +8.7% 4,280 $251K
Howard Bailey Securities, LLC 0.10% Add +2.0% 4,273 $250K
Northstar Advisory Group, LLC 0.09% Reduce -88.5% 4,267 $250K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -0.4% 4,267 $250K
Diversified Trust Co. 0.00% Reduce -11.1% 4,260 $250K
Thryve Wealth Management LLC 0.12% — 4,256 $249K
PDS Planning, Inc 0.02% Reduce -9.3% 4,239 $248K
Reliant Investment Partners, LLC 0.19% No change 4,234 $248K
Intrua Financial, LLC 0.03% Add +0.2% 4,230 $248K
First United Bank & Trust 0.08% Reduce -0.8% 4,148 $243K
Pinnacle West Asset Management, Inc. 0.16% Reduce -2.9% 4,145 $243K
Alliance Wealth Advisors, LLC 0.12% No change 4,134 $242K
Evolve Private Wealth, LLC 0.01% — 4,133 $242K
Nadler Financial Group, Inc. 0.02% No change 4,132 $242K
AdvisorNet Financial, Inc 0.01% Reduce -17.4% 4,117 $241K
Boltwood Capital Management 0.06% No change 4,105 $241K
Westbourne Investments, Inc. 0.11% New 4,102 $240K
MSH Capital Advisors LLC 0.05% Add +6.2% 4,093 $240K
King Luther Capital Management Corp. 0.00% Reduce -0.2% 4,061 $238K
Fee-Only Financial Planning, L.C. 0.14% No change 4,060 $238K
Magnolia Capital Management Ltd. 0.18% New 4,050 $237K
SOL Capital Management CO 0.02% Reduce -9.6% 4,050 $237K
Heritage Wealth Management, Inc. 0.07% Reduce -4.5% 4,014 $235K
Herold Advisors, Inc. 0.05% Reduce -7.0% 4,000 $234K
Sterling Investment Counsel, LLC 0.07% New 4,351 $234K
Mint Tower Capital Management B.V. 0.07% Add +100.0% 4,000 $234K
Fulton Breakefield Broenniman LLC 0.01% No change 3,987 $234K
Ifrah Financial Services, Inc. 0.06% Reduce -1.8% 3,981 $233K
Athena Investment Management 0.12% No change 3,980 $233K
Tompkins Financial Corp. 0.02% No change 3,970 $233K
Alteri Wealth LLC 0.08% Reduce -0.7% 3,961 $232K
Sapient Capital LLC 0.00% Add +3.0% 3,914 $231K
Ballast, Inc. 0.05% Add +0.1% 3,942 $231K
Private Trust Co. NA 0.02% Reduce -4.2% 3,941 $231K
Park National Corp. 0.01% Reduce -9.4% 3,938 $231K
D.B. Root & Company, LLC 0.06% Add +0.1% 3,932 $230K
Soltis Investment Advisors LLC 0.02% Reduce -6.5% 3,931 $230K
Cfo Capital Management LLC 0.17% — 3,912 $229K
Sound Income Strategies, LLC 0.01% Add +14.6% 3,737 $228K
Sowell Financial Services LLC 0.01% Reduce -4.2% 3,887 $228K
Welch & Forbes LLC 0.00% No change 3,870 $227K
Patton Fund Management, Inc. 0.03% Reduce -7.5% 3,850 $226K
North Star Investment Management Corp. 0.01% Add +0.2% 3,845 $225K
Evoke Wealth, LLC 0.00% Reduce -38.4% 3,844 $225K
Old North State Trust, LLC 0.13% No change 3,844 $225K
Armstrong, Fleming & Moore, Inc 0.10% Reduce -5.3% 3,840 $225K
Bank of New Hampshire 0.05% Reduce -2.3% 3,830 $224K
Bank & Trust Co 0.16% No change 3,823 $224K
Gateway Investment Advisers LLC 0.00% New 3,816 $224K
Palisade Asset Management, LLC 0.02% Reduce -85.5% 3,805 $223K
Money Concepts Capital Corp. 0.01% New 3,787 $222K
Frec Markets, Inc. 0.06% — 3,780 $222K
Colonial Trust Advisors 0.02% Reduce -4.8% 3,771 $221K
Nabity-Jensen Investment Management Inc 0.15% No change 3,766 $221K
Hall Capital Management Co. Inc. 0.09% Reduce -0.4% 3,758 $220K
Genesis Private Wealth, LLC 0.07% Add +3.3% 3,758 $220K
Armor Investment Advisors, LLC 0.08% Reduce -5.1% 3,714 $218K
71 West Capital Partners 0.01% — 3,706 $217K
Onyx Bridge Wealth Group LLC 0.02% Add +2.8% 3,702 $217K
Leo Wealth, LLC 0.02% Reduce -5.3% 3,699 $217K
Physician Wealth Advisors, Inc. 0.03% Reduce -3.4% 3,684 $216K
Norris Financial Group, LLC 0.07% No change 3,680 $216K
Nalls Sherbakoff Group, LLC 0.16% Reduce -3.0% 3,675 $215K
M.E. Allison & Co., Inc. 0.15% No change 3,672 $215K
Decision Investments, Inc. 0.23% — 3,656 $214K
WealthPoint Financial, LLC 0.19% — 3,655 $214K
SVB Wealth LLC 0.01% Reduce -28.2% 3,653 $214K
Farmers National Bank 0.05% No change 3,650 $214K
Drive Wealth Management, LLC 0.04% Reduce -2.9% 3,650 $214K
Howard Capital Management Group, LLC 0.01% No change 3,635 $213K
Searle & Co. 0.05% No change 3,631 $213K
Oxford Financial Group, LTD. LLC 0.01% Add +8.1% 3,627 $213K
Berkshire Asset Management LLC 0.01% New 3,625 $212K
Old Port Advisors 0.05% Reduce -2.5% 3,616 $212K
Versant Capital Management, Inc 0.03% Add +1.7% 3,608 $211K
Richardson Financial Services Inc. 0.07% Add +31.6% 3,605 $211K
Founders Grove Wealth Partners, LLC 0.05% New 3,571 $209K
David J Yvars Group 0.11% Add +0.1% 3,543 $208K
MTM Investment Management, LLC 0.07% No change 3,540 $207K
SmartHarvest Portfolios, LLC 0.07% — 3,539 $207K
Howard Financial Services, LTD. 0.02% New 3,532 $207K
West Family Investments, Inc. 0.05% No change 3,528 $207K
Tempo Wealth, LLC 0.04% — 3,522 $206K
Providence First Trust Co 0.07% Reduce -87.1% 3,518 $206K
Visionary Wealth Advisors 0.01% Reduce -0.5% 3,513 $206K
Virtus Advisers, LLC 0.10% Reduce -3.8% 3,507 $205K
Tower Bridge Advisors 0.02% No change 3,504 $205K
Fisher Asset Management 0.00% Reduce -18.6% 3,501 $205K
Viking Fund Management LLC 0.02% No change 3,500 $205K
Mathes Company, Inc. 0.07% New 3,500 $205K
Sandbox Financial Partners, LLC 0.06% Reduce -2.4% 3,494 $205K
Lanham O'Dell & Company, Inc. 0.06% Add +0.1% 3,488 $204K
MKT Advisors LLC 0.07% Reduce -13.7% 3,478 $204K
Walkner Condon Financial Advisors LLC 0.03% Add +0.5% 3,477 $204K
Morris Financial Concepts, Inc. 0.07% Reduce -3.1% 3,471 $203K
Aull & Monroe Investment Management Corp 0.10% No change 3,468 $203K
Alta Advisers Ltd 0.07% Reduce -22.4% 3,461 $203K
Dynamic Advisor Solutions LLC 0.01% Reduce -37.8% 3,449 $202K
Curi Capital, LLC 0.00% New 3,448 $202K
Intrust Bank NA 0.02% No change 3,440 $202K
Commonwealth Financial Services, LLC 0.03% Reduce -0.1% 3,437 $201K
Philadelphia Trust Co. 0.01% No change 3,425 $201K
Flagship Harbor Advisors, LLC 0.01% Add +0.3% 3,427 $201K
Abc Arbitrage SA 0.02% New 3,420 $200K
Titleist Asset Management, LLC 0.02% Add +3.8% 3,416 $200K
William B. Walkup & Associates, Inc. 0.11% No change 3,408 $200K
FNY Investment Advisers, LLC 0.06% New 3,400 $199K
Burkett Financial Services, LLC 0.07% Add +36.8% 3,375 $198K
CVA Family Office, LLC 0.02% Reduce -1.2% 3,342 $196K
M&G PLC 0.00% New 3,293 $194K
Motco 0.02% No change 3,316 $194K
Larson Financial Group LLC 0.01% Add +20.2% 3,316 $194K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,155 $193K
Front Row Advisors LLC 0.06% No change 3,266 $191K
Cascades Capital Asset Management, LLC 0.08% Reduce -4.6% 3,257 $191K
Rosenberg Matthew Hamilton 0.04% No change 3,160 $185K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -9.1% 3,140 $184K
Strategic Investment Solutions, Inc. 0.04% Add +464.7% 3,134 $184K
NFSG Corp 0.03% Reduce -0.9% 3,116 $183K
Jefferies Financial Group Inc. 0.00% New 3,051 $179K
Entrust Financial LLC 0.13% — 3,039 $178K
Mechanics Financial Corp 0.06% No change 3,000 $176K
Cornell Pochily Investment Advisors, Inc. 0.05% New 2,987 $175K
Quent Capital, LLC 0.01% Add +3.0% 2,969 $174K
Steigerwald, Gordon & Koch Inc. 0.02% Add +0.2% 2,968 $174K
Basecamp Wealth Advisors LLC 0.04% — 2,964 $174K
Pinnacle Wealth Planning Services, Inc. 0.02% New 2,738 $160K
BNP Paribas 0.00% Add +26.4% 2,700 $158K
Bartlett & Co. Wealth Management LLC 0.00% Add +7.7% 2,692 $158K
Cromwell Holdings LLC 0.09% No change 2,684 $157K
Optiver Holding B.V. 0.00% New 2,651 $155K
HHM Wealth Advisors, LLC 0.02% No change 2,603 $153K
Delta Asset Management LLC 0.01% Add +19.3% 2,526 $148K
MJT & Associates Financial Advisory Group, Inc. 0.11% No change 2,500 $146K
CYBER HORNET ETFs LLC 0.08% Add +6.3% 2,412 $141K
MidAtlantic Capital Management, Inc. 0.09% New 2,411 $141K
American Capital Advisory, LLC 0.06% Reduce -24.0% 2,367 $139K
Washington Trust Advisors, Inc. 0.01% Add +16.8% 2,335 $137K
Crews Bank & Trust 0.02% No change 2,257 $132K
Sittner & Nelson, LLC 0.05% No change 2,098 $131K
Resources Management Corp. /CT/ 0.02% No change 2,200 $129K
Sentry Investment Management LLC 0.08% No change 2,179 $128K
Brooklands Fund Management Ltd 0.06% — 2,000 $120K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +1350.7% 2,031 $119K
Duncker Streett & Co. Inc. 0.02% No change 2,002 $117K
Ransom Advisory, Ltd 0.05% No change 2,000 $117K
First Financial Corp. 0.04% No change 2,000 $117K
Independence Bank of Kentucky 0.01% Add +2.8% 1,979 $116K
Evolution Advisers, Inc. 0.05% No change 1,967 $115K
Union Savings Bank 0.05% — 1,945 $114K
Tradewinds Capital Management, LLC 0.02% Add +1.2% 1,942 $114K
Cary Street Partners Investment Advisory LLC 0.03% Add +49.6% 1,896 $111K
Hazlett, Burt & Watson, Inc. 0.03% Add +21.6% 1,854 $109K
Aster Capital Management (DIFC) Ltd 0.05% Add +33.0% 1,858 $109K
Asset Planning,Inc 0.08% No change 1,839 $108K
Avanza Fonder AB 0.00% New 1,837 $108K
Deseret Mutual Benefit Administrators 0.05% No change 1,827 $107K
GGM Financial LLC 0.05% Add +1.1% 1,814 $106K
Y.D. More Investments Ltd 0.01% Reduce -24.9% 1,812 $106K
City State Bank 0.03% No change 1,806 $106K
Financial Gravity Asset Management, Inc. 0.02% Reduce -6.4% 1,757 $103K
Financial Consulate, Inc. 0.01% Add +59.1% 1,757 $103K
Fairway Wealth LLC 0.03% New 1,750 $103K
Ostrum Asset Management 0.00% Reduce -24.9% 1,703 $100K
Ameriflex Group, Inc. 0.05% Reduce -28.4% 1,701 $100K
Grove Bank & Trust 0.01% Add +23.2% 1,699 $100K
Sawyer & Company, Inc 0.03% Reduce -1.6% 1,677 $98K
Crewe Advisors LLC 0.01% No change 1,631 $96K
Avalon Trust Co 0.01% Reduce -11.7% 1,630 $95K
Sterling Capital Management LLC 0.00% Reduce -43.0% 1,620 $95K
Silvant Capital Management LLC 0.00% No change 1,591 $93K
Bangor Savings Bank 0.01% Add +45.4% 1,548 $91K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,533 $90K
Piscataqua Savings Bank 0.06% No change 1,517 $89K
MCF Advisors LLC 0.00% Add +166.0% 1,495 $88K
FWL Investment Management, LLC 0.02% Reduce -36.9% 1,490 $87K
Harbor Investment Advisory, LLC 0.01% No change 1,455 $85K
SHP Wealth Management 0.01% — 1,454 $85K
JFS Wealth Advisors, LLC 0.00% Add +47.8% 1,451 $85K
FSA Advisors, Inc. 0.06% New 19,971 $84K
Laurel Wealth Advisors LLC 0.01% New 1,386 $81K
Valley National Advisers Inc. 0.01% Reduce -11.9% 1,312 $76K
Private Wealth Management Group, LLC 0.02% No change 1,252 $73K
ORG Partners LLC 0.01% Add +2.0% 1,250 $73K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 1,237 $72K
Ankerstar Wealth, LLC 0.07% — 1,217 $71K
Parvin Asset Management, LLC 0.06% No change 1,200 $70K
DV Equities, LLC 0.01% — 1,195 $70K
Addison Advisors LLC 0.02% No change 1,160 $68K
Millstone Evans Group, LLC 0.04% No change 1,142 $67K
SOA Wealth Advisors, LLC. 0.01% Add +0.9% 1,138 $67K
Oakworth Capital, Inc. 0.00% No change 1,120 $66K
Bruce G. Allen Investments, LLC 0.04% Add +6.6% 1,105 $65K
Trifecta Capital Advisors, LLC 0.01% Reduce -2.3% 1,100 $64K
2UniFi Bank 0.03% No change 1,092 $64K
GW&K Investment Management, LLC 0.00% Add +3.8% 1,069 $63K
Pinnacle Bancorp, Inc. 0.02% Add +0.3% 1,065 $62K
Webster Bank, N. A. 0.01% Add +23.6% 1,046 $61K
Cape Investment Advisory, Inc. 0.02% Add +144.9% 1,041 $61K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,040 $61K
Glen Eagle Advisors, LLC 0.01% Reduce -53.4% 1,031 $60K
IFC & Insurance Marketing, Inc. 0.06% — 1,031 $60K
Lanark Financial, Inc. 0.00% Add +2.0% 1,013 $59K
DV Trading LLC 0.01% — 1,000 $59K
Atwood & Palmer Inc. 0.00% No change 1,000 $59K
Financial Management Professionals, Inc. 0.01% Reduce -13.2% 995 $58K
Hilltop National Bank 0.01% Reduce -4.1% 990 $58K
Gleason Group, Inc. 0.01% Add +1.1% 982 $58K
Aventura Private Wealth, LLC 0.02% Reduce -10.2% 973 $57K
Coastline Trust Co 0.01% Reduce -23.6% 972 $57K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +5.1% 932 $55K
SWAN Capital LLC 0.02% No change 922 $54K
Elyxium Wealth, LLC 0.01% New 912 $53K
Quest 10 Wealth Builders, Inc. 0.05% Add +198.7% 908 $53K
Fourth Dimension Wealth, LLC 0.02% Add +0.2% 902 $53K
MeadowBrook Investment Advisors LLC 0.05% No change 900 $53K
CNB Bank 0.02% Reduce -26.3% 864 $51K
Turning Point Benefit Group, Inc. 0.03% Add +15.4% 845 $50K
Atlantic Private Wealth, LLC 0.03% No change 800 $47K
CrossGen Wealth, LLC 0.04% — 775 $45K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -68.8% 765 $45K
MV Capital Management, Inc. 0.00% Add +0.7% 761 $45K
Flagship Wealth Advisors, LLC 0.01% No change 760 $45K
Archer Investment Corp 0.01% Add +0.4% 760 $45K
Westside Investment Management, Inc. 0.01% Add +2.3% 745 $44K
Corsicana & Co. 0.02% No change 725 $42K
Decker Retirement Planning Inc. 0.02% No change 724 $42K
Center for Financial Planning, Inc. 0.00% Add +12.5% 721 $42K
Murphy & Mullick Capital Management Corp 0.03% No change 718 $42K
Clearstead Trust, LLC 0.01% Reduce -1.8% 716 $42K
Canton Hathaway, LLC 0.01% Reduce -85.1% 700 $41K
Adkins Seale Capital Management LLC 0.04% — 694 $41K
CGC Financial Services, LLC 0.01% No change 681 $40K
Byrne Asset Management LLC 0.02% Reduce -22.9% 675 $40K
Capital Advisors, Ltd. LLC 0.00% No change 666 $39K
LRI Investments, LLC 0.00% Reduce -0.1% 655 $38K
Sachetta, LLC 0.02% Reduce -12.1% 606 $36K
Pillar Financial Advisors, LLC 0.02% No change 600 $35K
Kimelman & Baird, LLC 0.00% Reduce -17.8% 600 $35K
Copos Capital B.V. 0.02% — 594 $35K
Dagco, Inc. 0.01% Add +0.5% 585 $34K
N.E.W. Advisory Services LLC 0.00% Add +14.3% 582 $34K
Navigoe, LLC 0.02% No change 589 $34K
Frazier Financial Advisors, LLC 0.02% Add +24.7% 570 $33K
Scarborough Advisors, LLC 0.01% Add +1038.0% 569 $33K
Boyd Watterson Asset Management LLC 0.01% No change 557 $33K
Root Financial Partners, LLC 0.00% Reduce -41.9% 557 $33K
Torren Management, LLC 0.02% — 556 $33K
New England Capital Financial Advisors LLC 0.01% No change 553 $32K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -16.4% 550 $32K
Cornerstone Planning Group LLC 0.00% Add +5080.0% 518 $31K
VSM Wealth Advisory, LLC 0.01% Add +1.2% 512 $30K
Keating Financial Advisory Services, Inc. 0.00% — 501 $29K
Advocate Investing Services LLC 0.03% — 500 $29K
Orion Capital Management LLC 0.01% No change 500 $29K
Costello Asset Management, INC 0.01% Add +66.7% 500 $29K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $29K
Old Second National Bank of Aurora 0.01% No change 500 $29K
Roble, Belko & Company, Inc 0.00% No change 500 $29K
Plante Moran Financial Advisors, LLC 0.00% No change 490 $29K
Blueline Advisors LLC 0.02% — 481 $28K
Monetary Management Group Inc. 0.01% No change 479 $28K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.7% 462 $27K
Hanson & Doremus Investment Management 0.00% Reduce -11.7% 454 $27K
Gen-Wealth Partners Inc 0.01% Reduce -15.0% 460 $27K
United Community Bank 0.01% Reduce -4.0% 455 $27K
Covestor Ltd 0.01% Reduce -2.0% 448 $26K
Access Investment Management LLC 0.01% No change 425 $26K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -23.3% 432 $25K
Chilton Capital Management LLC 0.00% No change 427 $25K
Motiv8 Investments LLC 0.01% New 428 $25K
Dynamic Wealth Strategies, LLC 0.01% No change 426 $25K
Missouri Trust & Investment Co 0.01% No change 425 $25K
Gladwyn Financial Advisors, Inc. 0.02% Add +1.0% 400 $23K
Bare Financial Services, Inc 0.01% Add +3.2% 383 $22K
American National Bank & Trust 0.00% No change 382 $22K
Wolff Wiese Magana LLC 0.01% No change 360 $21K
Meeder Asset Management Inc. 0.00% Reduce -3.9% 350 $21K
Sit Investment Associates Inc. 0.00% No change 349 $20K
Bell Investment Advisors, Inc 0.00% Add +41.7% 340 $20K
Kemnay Advisory Services Inc. 0.00% New 340 $20K
Team Financial Group, LLC 0.01% Add +1.2% 338 $20K
Capula Management Ltd 0.00% New 337 $20K
Gables Capital Management Inc. 0.01% No change 320 $19K
New Age Alpha Advisors, LLC 0.00% New 316 $19K
NCP Inc. 0.01% New 314 $18K
GPS Wealth Strategies Group, LLC 0.02% Reduce -92.2% 309 $18K
Garton & Associates Financial Advisors LLC 0.01% — 306 $18K
Investors Portfolio Services LLC 0.02% — 300 $18K
ESL Trust Services, LLC 0.00% No change 300 $18K
Highline Wealth Partners LLC 0.00% Add +4.6% 294 $17K
Johnson Financial Group, Inc. 0.00% Reduce -90.9% 294 $17K
Westfuller Advisors, LLC 0.01% Add +0.3% 293 $17K
Boreal Capital Management LLC 0.02% No change 290 $17K
S&T Bank 0.01% Reduce -6.3% 285 $17K
Signature Equity Partners, LLC 0.01% — 281 $16K
Miller Wealth Advisors, LLC 0.01% No change 280 $16K
Golden State Wealth Management, LLC 0.00% No change 269 $16K
BankPlus Trust Department 0.00% No change 268 $16K
Morse Asset Management, Inc 0.00% Add +0.4% 261 $15K
Security National Bank 0.00% No change 259 $15K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -5.5% 258 $15K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 260 $15K
Avion Wealth 0.00% Reduce -3.3% 261 $15K
Ares Financial Consulting, LLC 0.01% — 247 $14K
Legacy Bridge, LLC 0.01% No change 245 $14K
Vermillion & White Wealth Management Group, LLC 0.01% Reduce -80.7% 243 $14K
Pingora Partners LLC 0.01% No change 235 $14K
Birchwood Financial Partners, Inc. 0.01% — 232 $14K
Arlington Trust Co LLC 0.00% Add +228.6% 230 $13K
McIlrath & Eck, LLC 0.00% No change 230 $13K
Nemes Rush Group LLC 0.00% Add +155.2% 222 $13K
Winch Advisory Services, LLC 0.00% Add +0.9% 221 $13K
Creative Financial Designs Inc. 0.00% Add +0.9% 219 $13K
Abound Wealth Management 0.00% No change 218 $13K
Prestige Wealth Management Group LLC 0.00% No change 214 $13K
Acima Private Wealth, LLC 0.00% No change 213 $12K
True Wealth Design, LLC 0.00% Reduce -4.1% 209 $12K
KERR FINANCIAL PLANNING Corp 0.02% Add +107.5% 195 $12K
Rakuten Securities, Inc. 0.00% Add +173.7% 208 $12K
SIMA Wealth Partners, LLC 0.01% No change 200 $12K
Cetera Trust Company, N.A 0.01% No change 200 $12K
Operose Advisors LLC 0.00% No change 200 $12K
Community Bank, N.A. 0.00% Reduce -42.9% 200 $12K
BOK Financial Private Wealth, Inc. 0.00% No change 200 $12K
Princeton Global Asset Management LLC 0.00% Add +0.5% 198 $12K
1015 Capital Partners, LLC 0.01% — 196 $11K
Havemeyer Place LP 0.00% — 195 $11K
Lodestone Wealth Management LLC 0.00% New 194 $11K
Transamerica Financial Advisors, LLC 0.00% Reduce -40.4% 193 $11K
Meramec Financial Planners, LLC 0.00% — 180 $11K
Horizon Financial Services, LLC 0.01% No change 187 $11K
Howard Hughes Medical Institute 0.01% No change 183 $11K
Pacific Center for Financial Services 0.00% No change 168 $10K
Ramirez Asset Management, Inc. 0.00% No change 166 $10K
Wilkerson Advisory Group LLC 0.00% — 165 $10K
Kennebec Savings Bank 0.01% No change 160 $9K
Park Place Capital Corp 0.00% No change 160 $9K
Trust Co 0.00% Add +4.0% 156 $9K
Asset Dedication, LLC 0.00% No change 153 $9K
Prosperity Bancshares Inc 0.01% — 153 $9K
Newton One Investments LLC 0.00% Add +1.3% 152 $9K
Lloyd Advisory Services, LLC. 0.00% New 151 $9K
Barrett & Company, Inc. 0.00% No change 150 $9K
Anfield Capital Management, LLC 0.00% No change 147 $9K
Strategic Advocates LLC 0.00% Add +75.6% 144 $9K
Clayton Financial Group LLC 0.00% New 141 $8K
Dogwood Wealth Management LLC 0.00% Add +5.3% 138 $8K
IMG Wealth Management, Inc. 0.00% Add +154.9% 130 $8K
Beacon Financial Strategies CORP 0.00% New 130 $8K
Nvwm, LLC 0.00% No change 126 $7K
Quattro Advisors LLC 0.01% — 125 $7K
Bayban 0.01% — 125 $7K
WPG Advisers, LLC 0.01% Reduce -26.1% 122 $7K
SJS Investment Consulting Inc. 0.00% Add +32.9% 113 $7K
Marquette Asset Management, LLC 0.00% Add +23.1% 112 $7K
Fortitude Family Office, LLC 0.00% Reduce -1.8% 108 $6K
Kilter Group LLC 0.00% No change 105 $6K
Vision Financial Markets LLC 0.01% Add +1.0% 104 $6K
Evolution Wealth Management Inc. 0.00% New 100 $6K
Kelleher Financial Advisors 0.00% New 100 $6K
Legacy Wealth Managment, LLC 0.00% New 98 $6K
Hurley Capital, LLC 0.00% Reduce -5.0% 95 $6K
Cornerstone Financial Management LLC 0.01% — 94 $6K
Signature Resources Capital Management, LLC 0.00% No change 91 $5K
Measured Wealth Private Client Group, LLC 0.00% No change 91 $5K
Wealth Watch Advisors, INC 0.00% Add +39.1% 89 $5K
Wealth Enhancement Trust Services, Inc. 0.00% — 89 $5K
Solstein Capital, LLC 0.00% No change 88 $5K
Bravera Wealth 0.00% — 87 $5K
POM Investment Strategies, LLC 0.00% New 82 $5K
Dunhill Financial, LLC 0.00% Add +15.7% 81 $5K
Raffa Wealth Management, LLC 0.00% No change 81 $5K
Comprehensive Financial Planning, Inc. 0.00% New 80 $5K
Accordant Advisory Group Inc 0.00% No change 71 $4K
Carolina Wealth Advisors, LLC 0.00% No change 70 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -51.7% 70 $4K
Penserra Capital Management LLC 0.00% Add +4.3% 72 $4K
Strategic Wealth Partners, Ltd. 0.00% Add +518.2% 68 $4K
Kozak & Associates, Inc. 0.00% Add +1.5% 69 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 62 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +44.2% 62 $4K
Benson Wealth Management INC 0.00% — 60 $4K
J.Safra Asset Management Corp 0.00% No change 60 $4K
HFM Investment Advisors, LLC 0.00% Add +286.7% 58 $3K
Thompson Investment Management, Inc. 0.00% No change 56 $3K
University of Texas/Texas Am Investment Management Co. 0.00% New 52 $3K
Strive Financial Group ,LLC 0.00% — 50 $3K
Principia Wealth Advisory, LLC 0.00% Add +20.5% 47 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 44 $3K
Rialto Wealth Management, LLC 0.00% No change 43 $3K
Cedar Wealth Management, LLC 0.00% No change 43 $3K
Atlas Capital Advisors Inc. 0.00% — 42 $2K
Morton Brown Family Wealth, LLC 0.00% No change 39 $2K
WestEnd Advisors, LLC 0.00% Reduce -5.1% 37 $2K
Cheviot Value Management, LLC 0.00% No change 34 $2K
Global Trust Asset Management, LLC 0.00% No change 34 $2K
Tidemark, LLC 0.00% No change 33 $2K
Key Capital Management, INC 0.00% — 32 $2K
Stone House Investment Management, LLC 0.00% Add +10.3% 32 $2K
Clark Wealth Partners 0.00% No change 29 $2K
MPWM Advisory Solutions, LLC 0.00% No change 29 $2K
Raleigh Capital Management Inc. 0.00% Add +300.0% 28 $2K
Winnacle Wealth LLC 0.00% Reduce -98.4% 26 $2K
Sunrise Financial Services, LLC 0.00% — 24 $1K
Mascoma Wealth Management LLC 0.00% New 24 $1K
Strengthening Families & Communities, LLC 0.00% Add +475.0% 23 $1K
Graney & King, LLC 0.00% No change 22 $1K
Centennial Bank 0.00% No change 20 $1K
Optima Capital LLC 0.00% New 20 $1K
Coston, McIsaac & Partners 0.00% Reduce -64.4% 21 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 15 $879
Luken Investment Analytics, LLC 0.00% New 15 $879
TFC Financial Management, Inc. 0.00% No change 14 $821
Fortis Group Advisors, LLC 0.00% No change 13 $762
Quaker Wealth Management, LLC 0.00% Add +9.1% 12 $704
Retirement Wealth Solutions LLC 0.00% Reduce -15.4% 11 $645
REAP Financial Group, LLC 0.00% No change 10 $586
NorthAvenue LLC 0.00% — 9 $528
Davis Capital Management 0.00% Add +12.5% 9 $527
Tucker Asset Management LLC 0.00% New 9 $527
Valued Wealth Advisors LLC 0.00% Add +100.0% 8 $475
Seneschal Advisors, LLC 0.00% Add +33.3% 8 $469
Elevation Wealth Partners, LLC 0.00% No change 8 $469
High Note Wealth, LLC 0.00% Add +16.7% 7 $410
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 6 $360
ROSS\JOHNSON & Associates LLC 0.01% New 6 $352
West Branch Capital LLC 0.00% No change 6 $352
Private Wealth Asset Management, LLC 0.00% Reduce -98.6% 6 $352
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.8% 5 $293
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $176
Roxbury Financial LLC 0.00% No change 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.