Dominion EnergyD

13F holders, Q1 2026 (March 31)
1,487holders +35
131new positions
97sold out
6famous investors
$61.79avg. 13F price*

At the end of Q1 2026, 1,487 institutions reported holding Dominion Energy Inc. (D) in their 13F filings, up 35 from Q4 2025. 131 opened new positions and 97 sold out. The largest holders were BlackRock, Inc. ($5.0B), Vanguard Capital Management LLC ($3.5B) and State Street Corp. ($3.0B). 6 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions131$187.9M
Exits97$245.1M

All 13F filers, Q4 2025 → Q1 2026: 30,915,321 shares bought and 50,838,113 shares sold, net −19,922,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,487 holders

BlackRock, Inc. 0.09% Add +0.7% 81,015,826 $5.0B
Vanguard Capital Management LLC 0.09% — 56,247,267 $3.5B
State Street Corp. 0.11% Add +1.2% 49,212,515 $3.0B
Capital Research Global Investors 0.47% Reduce -18.1% 48,976,047 $3.0B
Wellington Management Group LLP 0.55% Add +5.9% 47,595,010 $2.9B
Vanguard Portfolio Management LLC 0.14% — 44,423,575 $2.7B
Massachusetts Financial Services Co. 0.55% Reduce -4.8% 26,621,442 $1.6B
JPMorgan Chase & Co. 0.09% Reduce -17.1% 22,379,238 $1.4B
Dodge & Cox 0.66% Reduce -12.1% 19,477,520 $1.2B
Geode Capital Management, LLC 0.07% Reduce -6.8% 19,061,043 $1.2B
Bank of America Corp. 0.07% Add +15.7% 15,930,241 $984.8M
Bank of New York Mellon Corp 0.14% Reduce -2.2% 12,589,272 $778.3M
Invesco Ltd. 0.07% Reduce -0.3% 11,448,321 $707.7M
Hotchkis & Wiley Capital Management LLC 2.17% Reduce -3.0% 11,349,393 $701.6M
Morgan Stanley 0.04% Reduce -5.2% 11,288,689 $697.9M
Goldman Sachs Group Inc. 0.06% Reduce -1.6% 7,866,897 $486.3M
Legal & General Group Plc 0.11% Reduce -0.8% 7,517,766 $464.7M
Northern Trust Corp. 0.06% Reduce -0.4% 7,470,925 $461.9M
London Co. of Virginia 2.64% Add +45.3% 6,943,525 $429.2M
T. Rowe Price Associates Inc. 0.05% Reduce -16.0% 6,367,069 $393.6M
Charles Schwab Investment Management Inc. 0.05% Add +2.6% 5,808,040 $359.1M
Franklin Resources Inc. 0.08% Reduce -42.2% 5,448,097 $336.8M
Vanguard Fiduciary Trust Co. 0.08% — 4,826,641 $298.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +1.3% 4,092,723 $253.0M
Royal Bank of Canada 0.05% Reduce -7.2% 4,066,193 $251.4M
Citadel Advisors 0.17% Add +1845.7% 3,859,121 $238.6M
UBS Group AG 0.04% Add +1.5% 3,766,590 $232.9M
Wells Fargo & Company 0.04% Add +25.1% 3,443,405 $212.9M
Bank of Montreal 0.09% Add +45.1% 3,357,665 $207.6M
Balyasny Asset Management L.P. 0.40% Add +179.0% 3,168,586 $195.9M
Mitsubishi UFJ Trust & Banking Corp 0.43% Add +14.7% 2,841,417 $175.7M
Magellan Asset Management Ltd 2.23% Reduce -1.3% 2,777,633 $171.7M
Deutsche Bank AG 0.05% Add +76.1% 2,653,979 $164.1M
HSBC Holdings PLC 0.10% Add +5.0% 2,585,001 $159.8M
Dimensional Fund Advisors LP 0.03% Add +1.9% 2,555,309 $158.0M
Amundi 0.04% Add +38.4% 2,549,667 $157.6M
Swiss National Bank 0.09% Add +7.2% 2,506,020 $154.9M
FMR LLC 0.01% Reduce -0.2% 2,227,696 $137.7M
American Century Companies Inc. 0.07% Reduce -44.3% 2,202,211 $136.1M
Cohen & Steers, Inc. 0.21% Reduce -37.1% 1,952,024 $120.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +6.3% 1,932,957 $119.5M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -5.6% 1,899,808 $117.4M
Nuveen, LLC 0.03% Reduce -4.0% 1,895,204 $117.2M
Vanguard Global Advisers, LLC 0.06% — 1,864,022 $115.2M
Pictet Asset Management Holding SA 0.12% Add +14.0% 1,812,766 $112.1M
Natixis Advisors, LLC 0.15% Add +4.7% 1,791,169 $110.7M
Raymond James Financial Inc. 0.03% Add +7.3% 1,673,684 $103.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.08% — 1,607,321 $99.4M
ANTIPODES PARTNERS Ltd 1.91% Reduce -9.8% 1,606,387 $99.3M
Thompson Siegel & Walmsley LLC 1.74% Reduce -6.7% 1,590,508 $98.3M
Jones Financial Companies LLLP 0.05% Add +981.9% 1,601,283 $97.5M
California Public Employees Retirement System 0.06% Reduce -27.6% 1,575,984 $97.4M
Duff & Phelps Investment Management Co. 1.01% Add +5.3% 1,572,229 $97.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.48% Reduce -5.5% 1,514,488 $93.6M
Rhumbline Advisers 0.08% Reduce -1.3% 1,498,472 $92.6M
Barclays PLC 0.03% Reduce -26.8% 1,357,853 $83.9M
LPL Financial LLC 0.02% Add +8.0% 1,311,948 $81.1M
Ensign Peak Advisors, Inc 0.15% Add +43.5% 1,264,796 $78.2M
National Pension Service 0.06% Add +8.1% 1,264,088 $78.1M
Swiss Life Asset Management Ltd 0.37% Add +3.4% 1,227,735 $75.9M
First Trust Advisors LP 0.05% Reduce -25.5% 1,206,670 $74.6M
Energy Income Partners, LLC 1.20% Add +10.0% 1,203,357 $74.4M
Nomura Asset Management International Inc. 0.13% Reduce -33.4% 1,192,613 $73.7M
Russell Investments Group, Ltd. 0.08% Reduce -2.5% 1,156,208 $71.5M
Manufacturers Life Insurance Company, The 0.06% Reduce -5.0% 1,058,726 $65.5M
Envestnet Asset Management Inc. 0.02% Add +21.2% 1,055,582 $65.3M
Citigroup Inc. 0.04% Reduce -61.4% 1,054,145 $65.2M
Principal Financial Group Inc. 0.03% Reduce -0.7% 1,035,413 $64.0M
Empower Advisory Group, LLC 0.16% Add +19337.6% 1,014,837 $62.7M
PNC Financial Services Group, Inc. 0.04% Add +2.0% 1,003,510 $62.0M
BNP Paribas Financial Markets 0.04% Reduce -26.3% 989,461 $61.2M
California State Teachers Retirement System 0.06% Reduce -3.2% 985,668 $60.9M
Jennison Associates LLC 0.04% Reduce -2.1% 902,956 $55.8M
SG Americas Securities, LLC 0.06% Add +64.0% 875,341 $54.1M
Munich Reinsurance Co Stock Corp in Munich 1.30% Reduce -21.1% 856,365 $52.9M
Marshall Wace, LLP 0.06% Add +362.9% 850,272 $52.6M
STRS Ohio 0.21% Reduce -5.4% 840,125 $51.9M
Vanguard Investments Australia, Ltd. 0.15% — 829,536 $51.3M
New York State Common Retirement Fund 0.07% Add +1.0% 816,955 $50.5M
Alliancebernstein L.P. 0.02% Reduce -9.1% 841,970 $49.3M
AQR Capital Management 0.02% Reduce -3.5% 783,937 $48.2M
State Board of Administration of Florida Retirement System 0.09% Add +0.0% 769,657 $47.6M
Victory Capital Management Inc. 0.03% Reduce -5.1% 759,278 $46.9M
Janney Montgomery Scott LLC 0.11% Reduce -1.3% 692,160 $42.8M
DNB Asset Management AS 0.15% Add +29.8% 668,345 $41.3M
Focus Partners Wealth 0.05% Add +30.2% 661,822 $40.9M
New York State Teachers Retirement System 0.08% No change 647,309 $40.0M
Sei Investments Co. 0.03% Add +0.1% 606,699 $37.5M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Reduce -19.2% 602,174 $37.2M
HighTower Advisors, LLC 0.04% Add +8.6% 591,218 $36.5M
APG Asset Management N.V. 0.12% Reduce -0.8% 678,934 $36.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +7.5% 576,935 $35.7M
CIBC Bancorp USA Inc. 0.05% — 569,717 $35.2M
Macquarie Group Ltd. 0.21% Reduce -2.6% 557,754 $34.5M
AE Wealth Management LLC 0.17% Add +23.4% 522,867 $32.3M
Investment Management Corp of Ontario 0.41% Add +585.6% 517,828 $32.0M
Zimmer Partners, LP 0.79% New 500,000 $30.9M
Commonwealth Equity Services, LLC 0.04% Reduce -15.2% 493,273 $30.5M
CANADA LIFE ASSURANCE Co 0.05% Add +5.5% 471,695 $29.2M
State of Wisconsin Investment Board 0.07% Add +2.1% 465,613 $28.8M
Squarepoint Ops LLC 0.06% Reduce -8.4% 455,534 $28.2M
Creative Planning 0.02% Add +4.7% 448,328 $27.7M
Alps Advisors Inc. 0.13% Add +1.0% 446,835 $27.6M
Crawford Investment Counsel Inc. 0.47% Add +1.8% 446,233 $27.6M
RWC Asset Management LLP 1.24% Add +1.4% 442,308 $27.3M
Aberdeen Group plc 0.04% Add +3.3% 442,173 $27.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.15% Add +114.6% 437,500 $27.0M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -3.0% 423,920 $26.2M
Gabelli Funds LLC 0.18% Reduce -0.2% 416,300 $25.7M
Prudential Financial Inc. 0.03% Reduce -7.0% 415,149 $25.7M
Millennium Management 0.02% Reduce -87.5% 406,059 $25.1M
DAVENPORT & Co LLC 0.14% Reduce -1.2% 398,348 $24.6M
Ameriprise Financial Inc. 0.01% Add +4.5% 396,958 $24.6M
Godsey & Gibb, Inc. 2.11% Add +1.1% 391,933 $24.2M
Silvercrest Asset Management Group LLC 0.17% Reduce -0.2% 390,392 $24.1M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -17.8% 379,518 $23.8M
Public Employees Retirement System of Ohio 0.08% Add +1.2% 384,995 $23.8M
Exchange Traded Concepts, LLC 0.18% Add +24.8% 377,235 $23.3M
Tocqueville Asset Management L.P. 0.34% Reduce -0.6% 375,674 $23.2M
CBRE Investment Management Listed Real Assets LLC 0.34% No change 369,494 $22.8M
Korea Investment CORP 0.05% Reduce -29.3% 367,499 $22.7M
Neuberger Berman Group LLC 0.02% Add +14.6% 366,387 $22.7M
Quantinno Capital Management LP 0.04% Add +15.0% 365,415 $22.6M
Treasurer of the State of North Carolina 0.07% Add +2.2% 365,381 $22.6M
Truist Financial Corp. 0.03% Add +10.2% 361,889 $22.4M
Royal London Asset Management Ltd. 0.05% Reduce -0.1% 361,863 $22.4M
Cetera Investment Advisers 0.02% Add +10.6% 361,632 $22.4M
Mackenzie Financial Corp. 0.03% Reduce -7.0% 361,574 $22.4M
Pathstone Holdings, LLC 0.09% Add +1.0% 360,230 $22.3M
Asset Management One Co., Ltd. 0.07% Add +1.5% 358,930 $22.2M
Man Group plc 0.05% Add +29.9% 349,527 $21.6M
Van Eck Associates Corp. 0.02% Add +1.4% 348,320 $21.5M
Susquehanna International Group, LLP 0.03% Add +22.3% 344,044 $21.3M
GW Henssler & Associates Ltd. 0.99% Add +1.1% 340,761 $21.1M
Stifel Financial Corp. 0.02% Add +0.4% 337,809 $20.9M
National Bank of Canada 0.02% Reduce -41.0% 333,000 $20.6M
Nomura Asset Management Co. Ltd. 0.05% Add +6.9% 331,228 $20.5M
Osaic Holdings, Inc. 0.03% Reduce -0.7% 327,150 $20.2M
Payden & Rygel 1.51% No change 313,800 $19.4M
TD Asset Management Inc 0.02% Add +2.8% 309,108 $19.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.12% Reduce -11.4% 302,990 $18.7M
State of Tennessee, Department of Treasury 0.06% No change 298,942 $18.5M
Tredje AP-fonden 0.10% New 297,987 $18.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -1.8% 299,000 $18.4M
Toronto Dominion Bank 0.04% Reduce -9.6% 292,444 $18.1M
State of New Jersey Common Pension Fund D 0.07% Reduce -0.8% 291,961 $18.0M
General American Investors Co. Inc. 1.19% No change 290,000 $17.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -1.7% 287,260 $17.8M
Calamos Advisors LLC 0.09% No change 282,963 $17.5M
Resona Asset Management Co.,Ltd. 0.09% Add +0.2% 282,162 $17.4M
Canada Pension Plan Investment Board 0.01% Reduce -87.7% 281,986 $17.4M
AustralianSuper Pty Ltd 0.09% No change 268,786 $16.6M
Corient Private Wealth LP 0.02% Reduce -4.9% 261,523 $15.9M
Fifth Third Bancorp 0.03% Add +178.8% 257,244 $15.9M
Cambridge Investment Research Advisors, Inc. 0.04% Add +2.7% 256,577 $15.9M
Edgestream Partners, L.P. 0.50% New 245,586 $15.2M
Public Sector Pension Investment Board 0.05% Add +11.3% 242,854 $15.0M
Wealthfront Advisers LLC 0.03% Add +3.3% 242,620 $15.0M
Oak Grove Capital LLC 2.57% Add +7.5% 242,200 $15.0M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.23% Add +84.2% 242,184 $15.0M
State of Michigan Retirement System 0.08% Reduce -0.2% 240,367 $14.9M
Arizona State Retirement System 0.08% Reduce -2.8% 233,957 $14.5M
Czech National Bank 0.09% Add +3.3% 232,559 $14.4M
Orion Porfolio Solutions, LLC 0.12% Reduce -1.6% 230,064 $14.2M
Kanawha Capital Management LLC 0.99% Add +1.1% 226,222 $14.0M
One Capital Management, LLC 0.38% Add +9.8% 225,514 $13.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +7.3% 215,872 $13.3M
IFM Investors Pty Ltd 0.11% Add +7.5% 209,231 $12.9M
Captrust Financial Advisors 0.02% Reduce -0.3% 205,752 $12.7M
Qube Research & Technologies Ltd 0.02% New 205,425 $12.7M
CIBC Asset Management Inc 0.03% Add +1.5% 204,687 $12.7M
Sanctuary Advisors, LLC 0.07% Add +4.1% 203,949 $12.6M
Teachers Retirement System of the State of Kentucky 0.10% No change 202,866 $12.5M
O'shaughnessy Asset Management, LLC 0.06% Reduce -2.9% 202,372 $12.5M
BTG Pactual Asset Management US LLC 1.24% Add +69.8% 202,152 $12.5M
Rockefeller Capital Management L.P. 0.02% Reduce -23.4% 199,517 $12.3M
MetLife Investment Management, LLC 0.06% Reduce -2.5% 199,517 $12.3M
John G Ullman & Associates Inc. 1.63% Add +2.6% 198,571 $12.3M
Harvest Portfolios Group Inc. 0.20% Add +26.5% 193,312 $12.0M
Cerity Partners LLC 0.02% Add +23.8% 187,759 $11.6M
Andra AP-fonden 0.14% Add +682.2% 186,889 $11.6M
ASR Vermogensbeheer N.V. 0.13% Add +2.4% 184,716 $11.4M
Advisors Asset Management, Inc. 0.19% Add +10.6% 183,839 $11.4M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +7.8% 182,211 $11.3M
Retirement Systems of Alabama 0.04% Reduce -0.2% 181,334 $11.2M
Brookstone Capital Management 0.13% Reduce -6.4% 180,377 $11.2M
M&T Bank Corp 0.04% Add +23.6% 179,487 $11.1M
Greenland Capital Management LP 2.50% Add +572.4% 176,571 $10.9M
Guggenheim Capital LLC 0.08% Add +12.8% 170,550 $10.5M
Cary Street Partners Financial LLC 0.26% Reduce -0.9% 168,721 $10.4M
Assetmark, Inc. 0.02% Add +15.4% 167,400 $10.3M
Woodline Partners LP 0.04% Add +14.8% 167,254 $10.3M
Gilman Hill Asset Management, LLC 1.56% Reduce -3.8% 167,093 $10.3M
Allspring Global Investments Holdings, LLC 0.02% Reduce -1.8% 165,638 $10.3M
Amalgamated Bank 0.08% Add +1.3% 161,064 $10.0M
LGT Group Foundation 0.12% New 160,296 $9.9M
Toth Financial Advisory Corp. 1.08% Add +7.8% 159,465 $9.9M
Voya Investment Management LLC 0.01% Add +2.1% 159,097 $9.8M
D. E. Shaw & Co. 0.01% New 158,638 $9.8M
Xponance LLC 0.07% Add +14.3% 155,895 $9.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +2.8% 152,091 $9.4M
Teacher Retirement System of Texas 0.04% Reduce -0.9% 152,084 $9.4M
Everett Harris & Co. 0.12% Add +9.0% 150,408 $9.3M
Keybank National Association 0.03% Add +1.4% 148,667 $9.2M
DekaBank Deutsche Girozentrale 0.02% No change 145,721 $9.2M
Daiwa Securities Group Inc. 0.03% Add +5.6% 145,871 $9.0M
Steward Partners Investment Advisory, LLC 0.05% Reduce -8.1% 145,711 $9.0M
Baird Financial Group, Inc. 0.01% Add +254.4% 145,064 $9.0M
Private Advisor Group, LLC 0.04% Add +9.3% 144,280 $8.9M
Schnieders Capital Management, Llc. 1.40% Add +0.3% 142,127 $8.8M
TrueMark Investments, LLC 1.70% Add +6.3% 141,130 $8.7M
Kestra Advisory Services, LLC 0.03% Add +15.6% 141,088 $8.7M
Opal Capital LLC 1.54% Add +5.3% 140,937 $8.7M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -1.9% 139,033 $8.6M
USS Investment Management Ltd 0.04% No change 138,840 $8.6M
Utah Retirement Systems 0.09% Reduce -1.6% 138,631 $8.6M
Bogart Wealth, LLC 0.33% Add +2.9% 138,156 $8.5M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 136,500 $8.4M
Mn Services Vermogensbeheer B.V. 0.06% No change 135,500 $8.4M
LGT Fund Management Co Ltd. 0.36% New 135,435 $8.4M
NewEdge Advisors, LLC 0.03% Add +6.8% 133,997 $8.3M
Commerce Bank 0.04% Add +16.1% 133,730 $8.3M
Bank of Nova Scotia 0.01% Reduce -1.4% 133,426 $8.2M
&partners 0.04% Add +12.8% 133,186 $8.2M
Police & Firemen's Retirement System of New Jersey 0.07% Add +0.2% 131,624 $8.1M
Tidal Investments LLC 0.03% Add +53.5% 129,671 $8.0M
ProShare Advisors LLC 0.01% Reduce -19.5% 129,480 $8.0M
Rakuten Investment Management, Inc. 0.02% Add +12.9% 126,729 $7.8M
Eurizon Capital SGR S.p.A. 0.02% Reduce -30.1% 124,402 $7.7M
Advocate Group LLC 1.20% Reduce -0.6% 123,613 $7.6M
NEOS Investment Management LLC 0.04% Reduce -8.9% 122,566 $7.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Reduce -10.4% 120,270 $7.4M
Sterling Capital Management LLC 0.14% Add +7257.3% 119,188 $7.4M
New York Life Investment Management LLC 0.06% Add +1.3% 118,569 $7.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -22.1% 117,696 $7.3M
Van Lanschot Kempen Investment Management N.V. 0.06% New 116,649 $7.2M
Voloridge Investment Management, LLC 0.03% New 115,989 $7.2M
Oppenheimer Asset Management Inc. 0.08% Reduce -0.9% 115,291 $7.1M
Yousif Capital Management, LLC 0.08% Reduce -2.0% 112,542 $7.0M
Glenmede Trust Co. NA 0.03% Reduce -5.8% 110,965 $6.9M
Public Employees Retirement Association of Colorado 0.03% Add +0.0% 110,858 $6.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -86.4% 110,663 $6.8M
Canal Insurance CO 1.46% No change 110,000 $6.8M
Nissay Asset Management Corp. /Japan 0.04% Add +1.5% 109,832 $6.8M
Graham Capital Management, L.P. 0.30% Add +602.1% 108,509 $6.7M
Bryn Mawr Trust Advisors, LLC 0.33% Add +0.1% 108,373 $6.7M
Trexquant Investment LP 0.05% New 106,713 $6.6M
Lombard Odier Asset Management (Switzerland) SA 0.25% Add +36.9% 105,290 $6.5M
Wesbanco Bank Inc. 0.18% Reduce -0.3% 104,797 $6.5M
XTX Topco Ltd 0.11% Add +130.3% 103,553 $6.4M
D.A. Davidson & Co. 0.04% Add +39.8% 103,237 $6.4M
Global Wealth Management Investment Advisory, Inc. 0.97% Add +3.1% 99,681 $6.2M
Stephens Inc. 0.08% Add +0.2% 98,983 $6.1M
Waverly Advisors, LLC 0.05% Add +1.9% 98,748 $6.1M
Oregon Public Employees Retirement Fund 0.08% Add +0.1% 97,794 $6.0M
Brown Advisory Inc. 0.01% Add +0.2% 95,919 $5.9M
Daiichi Life Insurance Co., Ltd. 0.17% Reduce -8.6% 95,333 $5.9M
Stablepoint Partners, LLC 0.87% Add +9.2% 94,516 $5.8M
Mercer Global Advisors Inc. 0.01% Reduce -13.3% 92,983 $5.7M
Occidental Asset Management, LLC 0.67% Add +3.5% 91,476 $5.7M
Citizens Business Bank 0.93% Reduce -1.8% 91,349 $5.6M
Metis Global Partners, LLC 0.14% Reduce -0.9% 91,143 $5.6M
Mutual of America Capital Management LLC 0.06% Reduce -0.9% 90,809 $5.6M
Janus Henderson Group PLC 0.00% Add +63.8% 90,235 $5.6M
Huntington National Bank 0.04% Add +6.9% 88,091 $5.4M
Schroder Investment Management Group 0.00% Add +21.8% 87,750 $5.4M
Nisa Investment Advisors, LLC 0.02% Reduce -23.3% 87,141 $5.4M
State of Alaska, Department of Revenue 0.06% Add +1.8% 86,344 $5.3M
WCG Wealth Advisors LLC 0.15% Add +20.4% 86,074 $5.3M
Vestmark Advisory Solutions, Inc. 0.06% Add +28.1% 85,828 $5.3M
Aventail Capital Group, LP 0.25% Add +10.1% 82,960 $5.1M
Allstate Corp. 0.05% Add +31.5% 82,364 $5.1M
US Bancorp \de 0.01% Reduce -4.0% 82,248 $5.1M
Atlantic Union Bankshares Corp 0.10% Reduce -15.3% 81,581 $5.0M
Defiance ETFs, LLC 0.07% New 81,010 $5.0M
Azimuth Capital Investment Management LLC 0.19% Add +6.3% 79,700 $4.9M
KBC Group NV 0.01% No change 79,626 $4.9M
Northwest & Ethical Investments L.P. 0.11% Add +1.4% 78,939 $4.9M
NewEdge Wealth, LLC 0.06% Add +6.8% 78,653 $4.9M
Strategic Planning, Inc. 2.42% Reduce -0.8% 77,972 $4.8M
UniSuper Management Pty Ltd 0.03% Reduce -2.8% 76,600 $4.7M
Pinnacle Financial Partners, Inc. 0.04% Add +6.8% 75,988 $4.7M
Robbins Farley 2.08% Add +23.6% 75,989 $4.7M
Carson Advisory Inc. 2.41% Add +0.3% 75,176 $4.6M
Wills Financial Group LLC 1.74% Reduce -0.6% 73,521 $4.6M
Bill Few Associates, Inc. 1.11% Add +2.2% 74,529 $4.6M
Mariner, LLC 0.01% Add +7.1% 72,736 $4.5M
IHT Wealth Management, LLC 0.10% Add +15.5% 71,079 $4.4M
Hennessy Advisors Inc. 0.16% No change 70,877 $4.4M
Kestra Private Wealth Services, LLC 0.05% Add +12.6% 69,549 $4.3M
Atria Investments, Inc 0.05% Add +2.3% 69,282 $4.3M
Rafferty Asset Management, LLC 0.02% Reduce -26.5% 69,111 $4.3M
Integrated Advisors Network LLC 0.22% Reduce -3.6% 69,030 $4.3M
Salomon & Ludwin, LLC 0.38% Reduce -0.5% 67,745 $4.3M
Independent Advisor Alliance 0.05% Reduce -11.1% 68,270 $4.2M
Robinson Value Management, Ltd. 2.35% Reduce -2.2% 68,208 $4.2M
Capital Investment Advisors, LLC 0.06% Reduce -1.6% 68,067 $4.2M
Oppenheimer & Co. Inc. 0.05% Add +5.9% 67,615 $4.2M
Gulf International Bank (UK) Ltd 0.09% Add +58.6% 65,804 $4.1M
Campbell & CO Investment Adviser LLC 0.23% New 65,347 $4.0M
BTC Capital Management, Inc. 0.27% Add +15.6% 64,996 $4.0M
Central Pacific Bank - Trust Division 0.53% Add +22.6% 64,545 $4.0M
Jackson Hole Capital Partners, LLC 0.66% Add +4.5% 64,093 $4.0M
Regions Financial Corp. 0.03% Add +22.8% 62,869 $3.9M
Principle Wealth Partners LLC 0.22% Add +4.6% 62,468 $3.9M
Pinnacle Associates Ltd. 0.05% Add +3.9% 62,231 $3.8M
Allianz Asset Management GmbH 0.00% Reduce -4.8% 61,731 $3.8M
FIL Ltd 0.00% Reduce -64.5% 61,316 $3.8M
Capital Investment Advisory Services, LLC 0.27% Add +3.4% 60,612 $3.7M
Bar Harbor Wealth Management 0.22% Add +0.8% 60,509 $3.7M
Gotham Asset Management 0.01% Add +62.4% 59,625 $3.7M
Quadrature Capital Ltd 0.04% New 57,359 $3.5M
Sepio Capital, LP 0.19% Add +6.3% 57,325 $3.5M
Pacer Advisors, Inc. 0.01% Reduce -50.6% 56,856 $3.5M
Virginia Wealth Management Group, Inc. 1.87% Add +3.1% 56,596 $3.5M
Norinchukin Bank, The 0.04% Add +0.3% 56,359 $3.5M
Royal Fund Management, LLC 0.33% New 56,341 $3.5M
Slagle Financial, LLC 1.14% Add +3.9% 55,786 $3.4M
Thrivent Financial for Lutherans 0.01% Reduce -45.4% 55,717 $3.4M
Peapack Gladstone Financial Corp. 0.04% Reduce -0.8% 55,368 $3.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.12% Add +18.0% 55,187 $3.4M
Stratos Wealth Partners, LTD. 0.04% Add +4.0% 54,212 $3.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +58.8% 53,634 $3.3M
MML Investors Services, LLC 0.01% Reduce -23.1% 53,534 $3.3M
Westfield Capital Management Co. LP 0.01% Add +16.6% 53,262 $3.3M
Cwm, LLC 0.01% Add +2.9% 52,475 $3.2M
MAI Capital Management 0.02% Add +42.5% 52,291 $3.2M
Farther Finance Advisors, LLC 0.03% Reduce -1.2% 51,845 $3.2M
Rothschild Investment LLC 0.17% Add +1.1% 52,030 $3.2M
Prospera Financial Services Inc 0.05% Reduce -2.0% 51,667 $3.2M
Mizuho Securities USA LLC 0.08% Reduce -17.0% 51,623 $3.2M
Jane Street Group, LLC 0.00% Reduce -36.6% 51,431 $3.2M
Illinois Municipal Retirement Fund 0.04% Reduce -19.0% 50,297 $3.1M
Elo Mutual Pension Insurance Co 0.05% Reduce -2.6% 50,185 $3.1M
Kentucky Retirement Systems 0.23% Reduce -10.6% 47,922 $3.1M
Integrated Wealth Concepts LLC 0.02% Add +152.6% 50,006 $3.1M
Nordea Investment Management AB 0.00% Add +1.4% 50,423 $3.1M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +18.5% 49,410 $3.1M
Leelyn Smith, LLC 0.43% Add +4.1% 49,239 $3.0M
Graham Capital Wealth Management, LLC 2.69% Reduce -1.7% 48,963 $3.0M
Hartford Investment Management Co. 0.10% Reduce -1.2% 48,534 $3.0M
MFG Wealth Management, Inc. 2.47% Reduce -1.8% 48,202 $3.0M
Beacon Pointe Advisors, LLC 0.02% Add +168.9% 48,087 $3.0M
HB Wealth Management, LLC 0.02% Add +11.5% 47,978 $3.0M
Ascent Group, LLC 0.10% Add +3.4% 47,714 $2.9M
Beck Capital Management, LLC 0.64% Reduce -1.0% 45,558 $2.8M
Icon Advisers Inc. 0.66% Reduce -49.5% 45,500 $2.8M
Blair William & Co. 0.01% Add +1.3% 45,406 $2.8M
TCV Trust & Wealth Management, Inc. 0.23% Reduce -7.7% 44,616 $2.8M
Florida Trust Wealth Management Co 0.08% Add +29.8% 44,315 $2.7M
Vaughan David Investments LLC 0.06% Reduce -76.7% 44,027 $2.7M
Financial Security Advisor, Inc. 0.50% Add +25.7% 44,019 $2.7M
Vestcor Inc 0.07% Add +7.9% 43,909 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -0.2% 43,500 $2.7M
Abn Amro Investment Solutions 0.04% Add +20.2% 43,411 $2.7M
CWA Asset Management Group, LLC 0.09% Add +16.5% 43,187 $2.7M
Lido Advisors, LLC 0.01% Reduce -20.9% 42,368 $2.6M
Maryland State Retirement & Pension System 0.05% No change 42,243 $2.6M
Jain Global LLC 0.04% New 42,074 $2.6M
Natixis 0.01% Reduce -84.5% 41,842 $2.6M
Engineers Gate Manager LP 0.03% New 41,719 $2.6M
Carret Asset Management, LLC 0.25% Add +2.3% 41,623 $2.6M
Callahan Advisors, LLC 0.21% Add +46.3% 41,369 $2.6M
Advisors Management Group Inc. 0.46% Add +2.6% 41,073 $2.5M
Patten & Patten Inc. 0.15% Add +9.4% 40,648 $2.5M
Fifth Third Wealth Advisors LLC 0.08% Add +3.0% 40,531 $2.5M
Kassira Wealth Management LLC 2.28% Add +2.7% 40,191 $2.5M
Point Windward Advisors Inc. 1.26% Add +0.4% 40,121 $2.5M
Plan Group Financial, LLC 0.58% Add +10.8% 39,989 $2.5M
Sequoia Financial Advisors, LLC 0.01% Add +19.7% 39,975 $2.5M
Dakota Wealth Management 0.05% Reduce -6.0% 39,946 $2.5M
Allworth Financial LP 0.01% Add +35.2% 39,864 $2.5M
Credit Agricole S A 0.01% Add +30.4% 39,840 $2.5M
New Mexico Educational Retirement Board 0.07% No change 39,373 $2.4M
Stamos Capital Partners, L.P. 0.38% Reduce -0.8% 39,338 $2.4M
United Capital Financial Advisors, LLC 0.01% Add +5.3% 39,197 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.09% Reduce -0.5% 39,108 $2.4M
Truvestments Capital LLC 0.43% Reduce -42.6% 39,010 $2.4M
XML Financial, LLC 0.19% Reduce -1.4% 38,781 $2.4M
Bleakley Financial Group, LLC 0.04% Add +9.8% 38,566 $2.4M
Culbertson A N & Co. Inc. 0.31% Add +19.6% 38,269 $2.4M
Empowered Funds, LLC 0.02% Add +25.5% 38,242 $2.4M
Wilmington Savings Fund Society, FSB 0.06% Add +0.1% 38,238 $2.4M
Beverly Hills Private Wealth, LLC 0.40% Add +22.7% 37,889 $2.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.21% Reduce -0.8% 37,726 $2.3M
Gratus Wealth Advisors, LLC 0.33% Add +0.1% 37,366 $2.3M
Ethos Financial Group, LLC 0.17% Add +3.9% 39,100 $2.3M
Summit Trail Advisors, LLC 0.03% Add +27.0% 36,972 $2.3M
Crossmark Global Holdings, Inc. 0.03% Reduce -1.1% 36,896 $2.3M
Greenwood Capital Associates LLC 0.25% Add +0.3% 36,819 $2.3M
Miller Howard Investments Inc. 0.06% Reduce -9.1% 36,815 $2.3M
Generali Investments, Management Co LLC 0.53% Add +2.9% 36,627 $2.3M
PFG Investments, LLC 0.11% Add +264.9% 36,475 $2.3M
All Terrain Financial Advisors, LLC 0.69% Add +18.7% 35,752 $2.2M
Midwest Trust Co 0.03% Reduce -1.9% 35,689 $2.2M
Vident Advisory, LLC 0.02% Add +28.3% 35,498 $2.2M
Redmond Asset Management, LLC 0.59% Reduce -8.9% 35,154 $2.2M
MUFG Securities EMEA plc 0.03% No change 35,027 $2.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 34,936 $2.2M
Intech Investment Management LLC 0.02% Add +21.6% 34,900 $2.2M
Arkadios Wealth Advisors 0.04% Reduce -1.0% 34,688 $2.1M
Merit Financial Group, LLC 0.02% Add +15.9% 34,330 $2.1M
Apollon Wealth Management, LLC 0.03% Add +2.3% 34,322 $2.1M
Kentucky Farm Bureau Mutual Insurance Co 0.64% No change 34,128 $2.1M
Inspire Trust Co, N.A. 0.32% Reduce -10.5% 34,000 $2.1M
Argent Trust Co 0.07% Add +3.9% 33,970 $2.1M
Lowe Brockenbrough & Co. Inc. 0.10% Add +5.3% 33,747 $2.1M
Quadrant Capital Group LLC 0.06% Add +2.4% 33,648 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +27.3% 33,530 $2.1M
Concurrent Investment Advisors, LLC 0.02% Add +1.2% 33,327 $2.1M
Clearstead Advisors, LLC 0.02% Reduce -19.4% 33,261 $2.1M
Garner Asset Management Corp 0.80% Reduce -4.6% 33,200 $2.1M
Simmons Bank 0.14% Add +15.3% 33,187 $2.1M
Choreo, LLC 0.03% Reduce -5.4% 32,883 $2.0M
Conning Inc. 0.07% Reduce -1.2% 32,818 $2.0M
HUB Investment Partners, LLC 0.05% Add +14.6% 32,603 $2.0M
Vectors Research Management, LLC 0.59% Reduce -11.7% 32,516 $2.0M
SageView Advisory Group, LLC 0.07% Reduce -42.5% 31,766 $2.0M
Level Four Advisory Services, LLC 0.06% Reduce -2.3% 31,664 $2.0M
Saudi Central Bank 0.04% New 31,519 $1.9M
Capital Fund Management S.A. 0.02% New 31,499 $1.9M
Ascent Wealth Partners, LLC 0.23% Add +3.4% 31,404 $1.9M
GAMMA Investing LLC 0.09% Add +6.1% 31,072 $1.9M
Horizon Investments, LLC 0.02% Reduce -5.7% 30,679 $1.9M
Perigon Wealth Management, LLC 0.03% Add +16.9% 30,494 $1.9M
Moors & Cabot, Inc. 0.08% Reduce -9.3% 30,297 $1.9M
Altshuler Shaham Ltd 0.03% Add +13.7% 30,011 $1.9M
Cassaday & Co Wealth Management LLC 0.04% Add +7.3% 29,863 $1.8M
Total Clarity Wealth Management, Inc. 0.43% Add +1.2% 29,841 $1.8M
NovaPoint Capital, LLC 0.46% Add +10.0% 29,369 $1.8M
3Chopt Investment Partners, LLC 0.41% Add +16.3% 29,261 $1.8M
Profund Advisors LLC 0.07% Reduce -31.3% 29,135 $1.8M
Vise Technologies, Inc. 0.04% No change 30,546 $1.8M
Coastal Bridge Advisors, LLC 0.13% Add +18.3% 28,807 $1.8M
Bradley Foster & Sargent Inc. 0.03% Reduce -2.7% 28,710 $1.8M
Colonial River Investments, LLC 0.64% Add +1.2% 28,691 $1.8M
Apella Capital, LLC 0.03% Add +138.8% 28,245 $1.8M
South Dakota Investment Council 0.03% No change 28,384 $1.8M
Empirical Finance, LLC 0.08% Reduce -0.1% 28,271 $1.7M
Sompo Asset Management Co., Ltd. 0.32% Reduce -3.4% 28,260 $1.7M
J.W. Cole Advisors, Inc. 0.06% Add +1.0% 28,238 $1.7M
Cantor Fitzgerald Investment Advisors L.P. 0.13% Reduce -13.0% 28,173 $1.7M
Banque Cantonale Vaudoise 0.07% Add +20.1% 28,018 $1.7M
IFP Advisors, Inc 0.04% Reduce -5.4% 27,613 $1.7M
Steel Grove Capital Advisors, LLC 0.18% New 27,579 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 27,324 $1.7M
Taylor Hoffman Capital Management LLC 0.52% Reduce -0.2% 27,212 $1.7M
Kingsview Wealth Management, LLC 0.02% Reduce -1.1% 27,130 $1.7M
Verus Financial Partners, Inc. 0.15% No change 26,839 $1.7M
Graves Light Lenhart Wealth, Inc. 0.17% Reduce -1.8% 27,084 $1.7M
1832 Asset Management L.P. 0.00% Reduce -94.5% 26,931 $1.7M
Platform Technology Partners 0.32% Add +5.5% 26,757 $1.7M
Gsa Capital Partners LLP 0.10% New 26,710 $1.7M
Danske Bank A/S 0.00% Add +20.3% 26,700 $1.7M
Courier Capital LLC 0.09% Reduce -10.9% 26,580 $1.6M
Principal Securities, Inc. 0.02% Add +29.9% 26,553 $1.6M
Alaethes Wealth, LLC 0.47% Add +4.5% 26,469 $1.6M
Assenagon Asset Management S.A. 0.00% Add +2.6% 26,416 $1.6M
Belpointe Asset Management LLC 0.06% Add +23.7% 26,365 $1.6M
Altman Advisors, Inc. 0.68% Reduce -15.3% 26,358 $1.6M
Bull Street Advisors, LLC 0.80% Reduce -0.6% 26,263 $1.6M
Snowden Capital Advisors LLC 0.04% Add +11.5% 25,950 $1.6M
Advisory Services Network, LLC 0.02% Add +17.7% 25,718 $1.6M
CENTRAL TRUST Co 0.03% Reduce -5.4% 25,687 $1.6M
1834 Investment Advisors Co. 0.20% Reduce -69.3% 25,507 $1.6M
Benjamin Edwards Inc. 0.02% Add +6.6% 25,376 $1.6M
VestGen Advisors, LLC 0.04% Add +17.6% 24,893 $1.6M
Savant Capital, LLC 0.01% Add +5.4% 25,203 $1.6M
Capital Investment Counsel, Inc 0.19% Add +0.6% 25,109 $1.6M
Beese Fulmer Investment Management, Inc. 0.10% Reduce -46.0% 25,078 $1.6M
OneDigital Investment Advisors LLC 0.02% Add +0.6% 24,925 $1.5M
Donaldson Capital Management, LLC 0.05% Add +13.5% 24,921 $1.5M
North Dakota State Investment Board 0.07% Reduce -15.5% 24,723 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +0.0% 24,578 $1.5M
44 Wealth Management LLC 0.53% Reduce -0.9% 24,366 $1.5M
Tounjian Advisory Partners, LLC 0.54% Add +8.1% 24,350 $1.5M
Concord Wealth Partners 0.19% Add +12.3% 24,293 $1.5M
CI Investments Inc. 0.01% Add +15.1% 24,284 $1.5M
Nomura Holdings Inc. 0.01% New 24,262 $1.5M
Tower Research Capital LLC (TRC) 0.04% Add +50.7% 23,888 $1.5M
Concord Asset Management, LLC 0.25% Add +11.9% 23,791 $1.5M
Towne Trust Company, N.A 0.47% Reduce -13.5% 23,748 $1.5M
TD Private Client Wealth LLC 0.03% Add +2.8% 23,670 $1.5M
Mufg Securities Americas Inc. 0.09% Add +2.7% 23,628 $1.5M
Brooklyn Investment Group 0.05% Add +8.9% 23,622 $1.5M
John Boyer, Inc. 1.45% Add +10.5% 23,448 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% New 23,283 $1.4M
RiverFront Investment Group, LLC 0.02% Add +54.6% 23,245 $1.4M
Rodgers Brothers Inc. 0.17% Reduce -4.1% 23,215 $1.4M
Securian Asset Management, Inc. 0.06% Reduce -0.4% 23,119 $1.4M
Alpha Omega Wealth Management LLC 0.23% Reduce -5.3% 23,104 $1.4M
Spire Wealth Management 0.05% Add +16.5% 22,793 $1.4M
Valmark Advisers, Inc. 0.02% Add +0.7% 22,788 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +11.3% 22,727 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% No change 22,460 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -17.8% 23,625 $1.4M
Beacon Bank & Trust 0.28% Reduce -14.8% 22,447 $1.4M
Diversify Wealth Management, LLC 0.02% New 22,121 $1.4M
Lee Danner & Bass Inc. 0.09% No change 22,187 $1.4M
Abundance Wealth Counselors 0.20% Add +43.0% 22,051 $1.4M
Park Avenue Securities LLC 0.01% Reduce -8.2% 21,997 $1.4M
Pinebridge Investments LLC 0.01% Reduce -40.3% 21,963 $1.4M
Agp Franklin, LLC 0.68% Reduce -61.1% 21,953 $1.4M
Legacy Financial Independent Advisors LLC 0.70% — 21,850 $1.4M
Canandaigua National Corp. 0.12% — 21,828 $1.3M
Rossby Financial, LCC 0.28% Reduce -1.0% 21,722 $1.3M
Chicago Capital, LLC 0.04% Add +1.4% 21,696 $1.3M
Richard W. Paul & Associates, LLC 0.45% Add +3.1% 21,498 $1.3M
Personal Cfo Solutions, LLC 0.18% Reduce -12.3% 21,031 $1.3M
Canal Capital Management, LLC 0.18% Reduce -83.3% 20,957 $1.3M
Prime Capital Investment Advisors, LLC 0.01% Add +3.0% 20,939 $1.3M
Westpac Banking Corp. 0.09% Add +1.5% 20,887 $1.3M
Signaturefd, LLC 0.02% Add +2.3% 20,873 $1.3M
Midwest Professional Planners, LTD. 0.30% Add +348.3% 20,694 $1.3M
Salvus Wealth Management, LLC 0.74% Add +20.7% 20,555 $1.3M
Harbour Investments, Inc. 0.02% Add +111.1% 20,549 $1.3M
Meridian Wealth Management, LLC 0.04% Add +11.8% 20,392 $1.3M
Cullinan Associates Inc. 0.10% No change 20,378 $1.3M
Coldstream Capital Management Inc. 0.02% Reduce -6.6% 20,262 $1.3M
Mason & Associates, LLC 0.29% Reduce -0.2% 20,159 $1.2M
Nwam LLC 0.07% Add +189.7% 20,104 $1.2M
First Horizon Corp. 0.05% Reduce -1.5% 20,083 $1.2M
Tradewinds, LLC. 0.40% Reduce -0.3% 19,376 $1.2M
Frank, Rimerman Advisors LLC 0.08% Reduce -0.2% 19,826 $1.2M
Inspire Advisors, LLC 0.10% Add +38.5% 19,809 $1.2M
PDT Partners, LLC 0.07% New 19,622 $1.2M
Worldquant Millennium Advisors LLC 0.00% Add +155.2% 19,563 $1.2M
Tred Avon Family Wealth, LLC 0.40% Add +18.8% 19,495 $1.2M
Wealthcare Advisory Partners LLC 0.02% Add +56.3% 19,484 $1.2M
Hilton Head Capital Partners, LLC 0.67% Reduce -0.3% 19,349 $1.2M
Keystone Financial Group 0.08% Add +4.8% 19,203 $1.2M
Burney Co./ 0.04% Reduce -15.8% 19,185 $1.2M
HM Payson & Co. 0.02% Reduce -0.3% 19,112 $1.2M
NBT Bank, N.A. 0.08% Add +14.7% 19,058 $1.2M
Woodstock Corp. 0.10% Reduce -4.0% 18,984 $1.2M
Candriam S.C.A. 0.01% Add +2.3% 18,984 $1.2M
Marietta Investment Partners LLC 0.23% No change 18,884 $1.2M
F/m Investments LLC 0.08% New 18,762 $1.2M
Trust Co. of Toledo NA 0.11% Reduce -2.1% 18,750 $1.2M
Brown Brothers Harriman & Co. 0.01% Add +37.4% 18,738 $1.2M
Dynamic Technology Lab Private Ltd 0.19% New 18,712 $1.2M
Cohen Klingenstein LLC 0.04% No change 18,700 $1.2M
Beck Mack & Oliver LLC 0.02% No change 18,693 $1.2M
Mork Capital Management, LLC 0.82% No change 18,620 $1.2M
Whitener Capital Management, Inc. 0.26% Add +19.9% 18,599 $1.1M
Indivisible Partners 0.10% Add +66.4% 18,465 $1.1M
World Investment Advisors 0.02% Add +6.1% 18,391 $1.1M
Radnor Capital Management, LLC 0.17% Reduce -1.4% 18,230 $1.1M
Waters Parkerson & Co., LLC 0.06% Reduce -0.6% 18,213 $1.1M
Rbo & Co. LLC 0.18% No change 17,976 $1.1M
Bison Wealth, LLC 0.11% Add +22.4% 17,657 $1.1M
Future Fund LLC 0.39% Add +0.7% 17,827 $1.1M
Elevated Capital Advisors, LLC 0.28% Add +9.9% 17,696 $1.1M
Meeder Advisory Services, Inc. 0.05% Reduce -2.4% 17,549 $1.1M
Blue Edge Capital, LLC 0.14% Add +11.6% 17,527 $1.1M
Elmwood Wealth Management, Inc. 0.30% Add +0.1% 17,459 $1.1M
Wealthspire Advisors, LLC 0.01% Add +51.7% 17,452 $1.1M
Ethic Inc. 0.02% Add +5.6% 17,378 $1.1M
Stock Yards Bank & Trust Co. 0.03% Reduce -1.1% 17,364 $1.1M
Hennion & Walsh Asset Management, Inc. 0.04% Add +70.5% 17,346 $1.1M
City Holding Co. 0.13% Reduce -5.6% 17,330 $1.1M
ABN AMRO Bank N.V. 0.01% No change 17,185 $1.1M
Praxis Investment Management Inc. 0.06% No change 17,170 $1.1M
Chesley Taft & Associates LLC 0.04% Reduce -6.6% 17,142 $1.1M
Cornerstone Planning, LLC 0.24% Add +11.5% 17,123 $1.1M
Burke & Herbert Bank & Trust Co. 0.29% Reduce -4.7% 17,136 $1.1M
Laird Norton Wetherby Trust Company, LLC 0.02% Add +0.3% 17,011 $1.1M
Canada Post Corp Registered Pension Plan 0.04% No change 17,007 $1.1M
QRG Capital Management, Inc. 0.01% Reduce -22.0% 16,951 $1.0M
Allianz SE 0.01% No change 16,940 $1.0M
Dover Advisors, LLC 0.43% Reduce -10.2% 16,695 $1.0M
Innovative Wealth Building LLC 0.72% Add +0.6% 16,575 $1.0M
Glenview Trust Co 0.02% Add +4.6% 16,514 $1.0M
Emerald Investment Advisers, LLC 0.09% — 16,472 $1.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +5.2% 16,290 $1.0M
CoreCap Advisors, LLC 0.03% Reduce -0.1% 16,192 $1.0M
Bokf, NA 0.02% Add +6.3% 16,182 $1.0M
Juno Financial Group LLC 0.39% Reduce -2.4% 16,141 $998K
Founders Financial Alliance, LLC 0.18% Add +12.7% 16,129 $997K
Advyzon Investment Management, LLC 0.09% Add +83.9% 16,073 $994K
Excalibur Management Corp. 0.36% Add +4.4% 16,030 $991K
Callan Family Office, LLC 0.02% Reduce -2.1% 15,898 $983K
Ameritas Advisory Services, LLC 0.04% Reduce -6.1% 15,885 $982K
Peoples Financial Services Corp. 0.46% Reduce -2.5% 15,879 $981K
Mgo One Seven LLC 0.02% Add +3.6% 15,859 $980K
Cornerstone Wealth Group, LLC 0.06% Reduce -5.4% 15,931 $973K
Claris Financial LLC 0.53% Add +0.4% 15,742 $973K
Bessemer Group Inc. 0.00% Reduce -1.1% 15,651 $967K
Exencial Wealth Advisors, LLC 0.03% Reduce -0.4% 15,533 $960K
Heritage Trust Co 0.10% Add +4.3% 15,503 $958K
iSAM Funds (UK) Ltd 0.47% New 15,444 $955K
Haverford Trust Co 0.01% No change 15,423 $953K
Hartford Funds Management Co LLC 0.08% Add +17.3% 15,406 $953K
Shelton Wealth Management, LLC 0.42% Reduce -10.0% 15,395 $952K
Alerus Financial NA 0.05% New 15,353 $949K
Wedbush Securities Inc. 0.03% Add +41.6% 15,335 $948K
Jacobi Capital Management LLC 0.05% Add +0.2% 15,271 $944K
Jump Financial, LLC 0.02% New 15,142 $936K
Sagespring Wealth Partners, LLC 0.02% Add +3.0% 15,130 $935K
Patten Group, Inc. 0.16% Reduce -0.5% 15,125 $935K
Jeppson Wealth Management, LLC 0.29% Reduce -0.1% 15,104 $934K
Two Sigma Securities, LLC 0.11% Add +24.2% 15,039 $930K
Prosperity Consulting Group, LLC 0.04% Add +8.8% 15,033 $929K
Caldwell Trust Co 0.08% No change 15,011 $928K
Ceeto Capital Group, LLC 0.28% No change 15,000 $927K
AlphaCore Capital LLC 0.02% Reduce -9.8% 14,969 $925K
Family Legacy Financial Solutions, LLC 0.75% Add +67.6% 14,884 $924K
Blue Trust, Inc. 0.01% Reduce -22.4% 14,930 $923K
Vanguard Capital Wealth Advisors 0.85% Add +144.3% 14,900 $921K
Brighton Jones LLC 0.02% New 14,857 $918K
Heritage Wealth Advisors 0.04% Add +1.4% 14,754 $912K
Centennial Wealth Advisory LLC 0.22% Add +18.9% 14,708 $909K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -2.1% 14,688 $908K
HBW Advisory Services LLC 0.10% Reduce -4.8% 14,583 $902K
Farmers & Merchants Investments Inc. 0.02% Reduce -0.1% 14,511 $897K
Dominguez Wealth Management Solutions, Inc. 0.54% Add +1.1% 14,495 $896K
R Squared Ltd 0.49% New 14,495 $896K
Aviva PLC 0.00% Reduce -99.0% 14,495 $896K
Scotia Capital Inc. 0.00% Reduce -0.3% 14,406 $891K
Bearing Point Capital, LLC 0.14% No change 14,400 $890K
Advisortrust Partners, LLC 0.37% Add +35.0% 14,396 $890K
Miller Financial Services LLC 0.99% Add +2.6% 14,341 $887K
Sovereign Financial Group, Inc. 0.15% Add +0.7% 14,335 $886K
Essex Financial Services, Inc. 0.05% Reduce -9.0% 14,275 $882K
Geneos Wealth Management Inc. 0.02% Add +8.0% 14,261 $882K
Navalign, LLC 0.22% Add +1.1% 14,229 $880K
Aptus Capital Advisors, LLC 0.01% Reduce -41.0% 14,216 $879K
TCW Group Inc. 0.01% Add +5.1% 14,092 $871K
Sigma Planning Corp 0.02% Reduce -1.1% 14,011 $866K
Paradigm Capital Management, LLC 0.80% Add +6.2% 13,975 $864K
Keel Point, LLC 0.06% Reduce -8.9% 13,917 $860K
Meridian Financial Partners LLC 0.33% Reduce -1.5% 13,709 $859K
Savvy Advisors, Inc. 0.02% Add +10.9% 13,813 $854K
TCTC Holdings, LLC 0.02% No change 13,778 $852K
Federated Hermes, Inc. 0.00% Add +15.8% 13,721 $848K
Clarion Wealth Managment Partners, LLC 0.76% Reduce -0.2% 13,624 $842K
Acorn Financial Advisory Services Inc. 0.12% Reduce -0.2% 13,615 $842K
Financial Sense Advisors, Inc. 0.19% Add +0.1% 13,598 $841K
Ballentine Partners, LLC 0.01% Reduce -5.1% 13,400 $828K
Greenleaf Trust 0.01% Reduce -2.7% 13,328 $824K
Daymark Wealth Partners, LLC 0.03% Reduce -24.1% 13,262 $820K
CacheTech Inc. 0.16% Add +54.5% 13,240 $819K
Archford Capital Strategies, LLC 0.09% Reduce -0.2% 13,239 $818K
Confluence Wealth Services, Inc. 0.03% Add +0.8% 13,113 $811K
Elm Partners Management LLC 0.04% No change 13,078 $809K
Arrow Financial Corp 0.08% Reduce -4.8% 13,076 $808K
GTS Securities LLC 0.03% Add +60.9% 13,065 $808K
Parcion Private Wealth LLC 0.05% Reduce -1.8% 12,929 $799K
Eagle Harbor Asset Management Inc. 0.68% Reduce -3.6% 12,893 $797K
Csenge Advisory Group 0.04% Add +0.8% 12,836 $794K
Marco Investment Management LLC 0.06% Reduce -0.6% 12,759 $789K
UMB Bank, n.a. 0.01% Reduce -2.6% 12,758 $789K
Parallel Advisors, LLC 0.01% Add +2.9% 12,670 $783K
HBK Sorce Advisory LLC 0.02% Reduce -7.1% 12,628 $782K
Los Angeles Capital Management LLC 0.00% Reduce -92.5% 12,605 $779K
Hendershot Investments Inc. 0.10% Reduce -1.7% 12,598 $779K
Redwood Investment Management, LLC 0.10% Add +4.8% 12,534 $775K
Holderness Investments Co. 0.16% Add +2.8% 12,525 $774K
Legacy Wealth Asset Management, LLC 0.19% Add +0.7% 12,450 $770K
Saturna Capital Corp. 0.01% Add +0.3% 12,448 $770K
Nicolet Bankshares Inc. 0.03% New 12,334 $764K
Pittenger & Anderson Inc. 0.03% Reduce -0.3% 12,285 $759K
Tema ETFs LLC 0.05% Add +0.5% 12,271 $759K
Simplicity Wealth,LLC 0.04% Add +171.6% 12,228 $756K
Ables, Iannone, Moore & Associates, Inc. 0.45% Reduce -7.4% 12,185 $753K
Insigneo Advisory Services, LLC 0.05% Add +16.6% 12,168 $752K
International Assets Investment Management, LLC 0.05% Add +1.2% 12,120 $752K
Commonwealth Retirement Investments LLC 0.23% Add +3.5% 12,142 $751K
Birch Hill Investment Advisors LLC 0.03% Reduce -4.0% 12,087 $747K
Dorsey & Whitney Trust CO LLC 0.04% Add +0.2% 12,086 $747K
Heritage Investors Management Corp. 0.02% Add +0.0% 12,050 $745K
Rahlfs Capital, LLC 0.55% No change 12,050 $745K
EP Wealth Advisors, LLC 0.00% Add +22.7% 12,016 $743K
Anchor Investment Management, LLC 0.06% Add +6.9% 11,988 $741K
Ti-Trust, Inc. 0.44% No change 11,929 $737K
Bramshill Investments, LLC 0.06% New 11,882 $735K
Valeo Financial Advisors, LLC 0.02% Reduce -31.8% 11,862 $733K
Main Street Group, LTD 0.23% Add +3.6% 11,843 $732K
Adalta Capital Management LLC 0.35% Add +0.8% 11,800 $729K
Verdence Capital Advisors LLC 0.04% Add +1.5% 11,753 $727K
Wedmont Private Capital 0.02% Reduce -0.4% 11,461 $724K
Trivium Point Advisory, LLC 0.13% Reduce -13.4% 11,696 $723K
Venture Visionary Partners LLC 0.02% Reduce -3.2% 11,687 $723K
Baltimore-Washington Financial Advisors, Inc. 0.03% No change 11,682 $722K
GWN Securities Inc. 0.14% Add +10.3% 11,657 $721K
Smartleaf Asset Management LLC 0.03% Add +2.1% 11,635 $720K
Vista Investment Partners LLC 0.19% Add +0.1% 11,596 $717K
49 Wealth Management, LLC 0.05% Add +3.5% 11,572 $715K
Compound Planning, Inc. 0.02% Reduce -1.6% 11,521 $712K
Whittier Trust Co. of Nevada Inc. 0.01% Add +6.0% 11,429 $711K
NTV Asset Management LLC 0.08% No change 11,496 $711K
AlphaStar Capital Management, LLC 0.05% Add +66.7% 11,465 $709K
BCGM Wealth Management, LLC 0.18% Reduce -2.8% 11,437 $707K
Signature Estate & Investment Advisors LLC 0.01% Add +23.3% 11,421 $706K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +157.4% 11,397 $705K
Invst, LLC 0.08% New 11,371 $703K
Vontobel Holding Ltd. 0.00% Add +12.6% 11,355 $702K
Sumitomo Life Insurance Co. 0.02% Add +3.3% 11,227 $694K
Generali Investments CEE, investicni spolecnost, a.s. 0.04% No change 11,200 $692K
Catalyst Financial Partners LLC 0.08% Add +0.1% 11,140 $689K
Kingswood Wealth Advisors, LLC 0.03% Reduce -1.9% 11,137 $688K
Romano Brothers and Company 0.08% Add +81.5% 11,132 $688K
Register Financial Advisors LLC 0.25% Add +15.6% 11,129 $688K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.4% 11,114 $687K
Liberty One Investment Management, LLC 0.07% Add +11.8% 11,103 $686K
Summit Financial, LLC 0.01% Add +16.3% 11,080 $685K
Seneca House Advisors 0.27% Reduce -9.8% 11,045 $683K
Constant Guidance Financial LLC 0.47% Reduce -6.0% 11,000 $680K
Bay Capital Advisors, LLC 0.42% No change 10,952 $677K
Ingalls & Snyder LLC 0.02% No change 10,921 $675K
Chickasaw Capital Management LLC 0.02% No change 10,872 $672K
Slocum, Gordon & Co LLP 0.46% Reduce -0.3% 10,865 $672K
Capital International Sarl 0.01% No change 10,841 $670K
Plimoth Trust Co. LLC 0.15% Add +3.2% 10,780 $666K
U.S. Capital Wealth Advisors, LLC 0.02% Add +4.8% 10,744 $664K
Joel Isaacson & Co., LLC 0.02% Add +1.4% 10,645 $658K
Moneco Advisors, LLC 0.05% Reduce -1.1% 10,641 $658K
Key Financial Inc 0.12% Reduce -0.2% 10,562 $653K
Sharp Wealth Advisory, LLC 0.32% Add +80.5% 10,516 $650K
Chemung Canal Trust Co. 0.13% Reduce -3.1% 10,464 $647K
Fidelis Capital Partners, LLC 0.05% Add +0.4% 10,322 $638K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +3.2% 10,311 $637K
Cullen/Frost Bankers, Inc. 0.01% Add +12.3% 10,193 $630K
Cordgrass Capital Advisors, LLC 0.15% Add +21.9% 10,166 $628K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +23.0% 10,142 $627K
Essential Partners LLC 0.21% No change 10,114 $625K
Ofi Invest Asset Management 0.01% Add +131.8% 10,100 $624K
Hughes Financial Services, LLC 0.10% Add +5.2% 10,028 $620K
Pathfinder Wealth Consulting, Inc. 0.40% No change 9,978 $617K
Adams Wealth Management 0.13% Add +15.5% 9,893 $612K
Rockland Trust Co. 0.02% No change 9,873 $610K
Smith, Moore & Co. 0.04% Reduce -2.0% 9,832 $608K
SouthState Bank Corp 0.03% Reduce -14.0% 9,818 $607K
Institute for Wealth Management, LLC. 0.06% No change 9,676 $598K
Modera Wealth Management, LLC 0.01% Add +8.8% 9,662 $597K
Premier Path Wealth Partners, LLC 0.08% Add +7.9% 9,627 $595K
CX Institutional 0.02% Add +7.0% 9,619 $595K
Foundations Investment Advisors, LLC 0.01% Reduce -3.2% 9,564 $591K
Welch Group, LLC 0.02% Add +19.8% 9,490 $587K
Sapient Capital LLC 0.01% Add +142.2% 9,479 $586K
Fragasso Financial Advisors Inc 0.04% Add +3.2% 9,396 $585K
1620 Investment Advisors, Inc. 0.39% Add +3.0% 9,396 $581K
VeraBank, N.A. 0.11% Reduce -1.8% 9,361 $579K
Hardin Capital Partners, LLC 0.27% Add +1.7% 9,276 $573K
Maridea Wealth Management LLC 0.08% Reduce -2.7% 9,269 $573K
Capital Asset Advisory Services LLC 0.02% Reduce -8.0% 9,064 $564K
Legacy Financial Advisors, Inc. 0.08% Reduce -1.5% 9,118 $564K
Cidel Asset Management Inc. 0.03% Add +22.0% 9,046 $559K
Hayek Kallen Investment Management 0.18% New 9,028 $558K
OMERS ADMINISTRATION Corp 0.00% New 8,973 $555K
Nations Financial Group Inc, /Ia/ 0.03% Add +5.3% 8,960 $554K
BIP Wealth, LLC 0.02% Add +6.6% 8,948 $553K
Dickmeyer Boyce Financial Management, Inc. 0.33% — 8,946 $553K
Syon Capital LLC 0.03% Add +13.9% 8,927 $552K
Bragg Financial Advisors, Inc 0.02% Reduce -8.5% 8,925 $552K
Commerzbank Aktiengesellschaft 0.01% Reduce -12.0% 8,907 $551K
DiNuzzo Private Wealth, Inc. 0.06% Add +1.1% 8,893 $550K
Advisory Alpha, LLC 0.01% Add +19.0% 8,795 $544K
Triangle Securities Wealth Management 0.12% Reduce -3.5% 8,793 $544K
Camelot Portfolios, LLC 0.41% Reduce -0.1% 8,728 $540K
United Advisor Group, LLC 0.07% Add +1.8% 8,719 $539K
Farmers Trust Co. 0.08% No change 8,707 $538K
Armstrong Advisory Group, Inc. 0.04% Add +0.0% 8,666 $536K
Houlihan Financial Resource Group, Ltd. 0.21% Add +0.1% 8,644 $534K
Huber Capital Management LLC 0.08% New 8,635 $534K
United Asset Strategies, Inc. 0.04% Add +6.0% 8,628 $533K
Eastern Bank 0.01% No change 8,497 $525K
Agf Management Ltd. 0.00% Reduce -4.5% 8,478 $524K
Arkos Global Advisors 0.07% No change 8,458 $523K
Wealth Quarterback LLC 0.21% Reduce -5.7% 8,445 $522K
Phoenix Wealth Advisors 0.20% Reduce -15.9% 8,371 $518K
Acadian Asset Management LLC 0.00% New 8,224 $508K
Total Wealth Planning & Management, Inc. 0.40% Add +3.9% 8,193 $506K
V-Square Quantitative Management LLC 0.05% Reduce -6.3% 8,183 $506K
First National Trust Co 0.02% Reduce -0.2% 8,175 $505K
Chapman Financial Group, LLC 0.36% Reduce -8.4% 8,160 $504K
Sax Wealth Advisors, LLC 0.02% Reduce -2.3% 8,609 $504K
Kidder Stephen W 0.15% No change 8,157 $504K
Rowlandmiller & Partners.adv 0.10% Reduce -1.4% 8,145 $504K
S.A. Mason LLC 0.19% Add +36.4% 8,115 $502K
Carnegie Investment Counsel 0.01% Reduce -11.1% 8,093 $500K
Birchcreek Wealth Management, LLC 0.24% No change 8,051 $498K
Cigna Investments Inc. 0.08% Reduce -1.9% 8,032 $496K
Empire Financial Management Company, LLC 0.11% No change 8,022 $496K
SeaCrest Wealth Management, LLC 0.05% Add +1.7% 8,010 $495K
First Command Advisory Services, Inc. 0.00% Add +21.1% 8,002 $495K
Graver Capital Management, LLC 0.38% No change 8,000 $495K
Providence First Trust Co 0.17% Add +127.3% 7,997 $494K
Triad Wealth Partners, LLC 0.04% Add +12.9% 7,980 $493K
Smithfield Trust Co 0.02% Reduce -1.2% 7,967 $493K
Bay Rivers Group 0.21% Reduce -2.4% 7,967 $493K
A4 Wealth Advisors LLC 0.41% New 7,959 $492K
Mainstay Capital Management LLC 0.04% No change 7,959 $492K
Everhart Financial Group, Inc. 0.04% Add +38.0% 7,954 $492K
Koshinski Asset Management, Inc. 0.03% Add +1.3% 7,927 $490K
Composition Wealth, LLC 0.01% Add +2.5% 7,907 $489K
Manchester Capital Management LLC 0.07% Reduce -0.3% 7,736 $478K
RVW Wealth, LLC 0.04% No change 7,725 $478K
FourThought Financial Partners, LLC 0.04% Reduce -20.8% 7,680 $475K
Element Pointe Advisors, LLC 0.09% No change 7,680 $475K
Clare Market Investments LLC 0.10% — 7,661 $474K
Ameritas Investment Partners, Inc. 0.01% No change 7,643 $472K
ICW Investment Advisors LLC 0.17% Reduce -0.1% 7,638 $472K
Spirit of America Management Corp. 0.09% Reduce -60.2% 7,600 $470K
NorthCoast Asset Management LLC 0.01% Add +0.2% 7,581 $469K
Triumph Capital Management 0.10% Add +0.1% 7,565 $468K
Fisher Asset Management 0.00% Add +115.9% 7,559 $467K
Hexagon Capital Partners LLC 0.07% New 7,552 $467K
Sard Wealth Management Group, LLC 0.25% Add +0.5% 7,529 $465K
Fiduciary Alliance LLC 0.03% Add +0.3% 7,440 $464K
Evergreen Capital Management LLC 0.01% Add +34.6% 7,472 $462K
Advisors Capital Management, LLC 0.01% Add +31.5% 7,459 $461K
Mystic Asset Management, Inc. 0.11% Add +3.0% 7,457 $461K
Elevation Point Wealth Partners, LLC 0.01% New 7,444 $460K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% No change 7,432 $459K
Olde Wealth Management, LLC 0.14% No change 7,417 $458K
Vista Investment Management 0.15% No change 7,406 $458K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.15% Reduce -5.1% 7,406 $458K
Beacon Investment Advisors LLC 0.17% Add +0.2% 7,400 $457K
McMillan Office, Inc. 0.06% No change 7,393 $457K
Kentucky Trust Co 0.24% Reduce -4.5% 7,390 $457K
A. D. Beadell Investment Counsel, Inc. 0.29% No change 7,365 $455K
Luts & Greenleigh Group, Inc. 0.36% No change 7,357 $455K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.3% 7,352 $454K
Three Magnolias Financial Advisors, LLC 0.29% No change 7,280 $451K
International Private Wealth Advisors LLC 0.28% Add +16.1% 7,272 $450K
Hantz Financial Services, Inc. 0.01% Add +10.9% 7,261 $449K
Z3 Capital Partners, LLC 0.11% Add +0.0% 7,230 $447K
Oslo Pensjonsforsikring AS 0.07% — 7,220 $446K
Fiduciary Group, LLC 0.04% Add +1.4% 7,181 $444K
Abacus Planning Group, Inc. 0.06% Reduce -1.1% 7,174 $444K
MBM Wealth Consultants, LLC 0.10% Add +8.9% 7,168 $443K
Forum Financial Management, LP 0.01% Add +6.3% 7,148 $442K
Aigen Investment Management, LP 0.11% New 7,143 $442K
Sunbelt Securities, Inc. 0.03% Add +0.3% 7,126 $441K
Wellspring Financial Advisors, LLC 0.03% New 7,078 $438K
Investors Research Corp 0.08% Reduce -1.9% 7,067 $437K
Castle Rock Wealth Management, LLC 0.09% Add +0.7% 6,930 $435K
PCM Encore, LLC 0.09% Add +5.8% 7,029 $435K
Cornerstone Wealth Management, LLC 0.02% Reduce -4.0% 7,025 $434K
Journey Strategic Wealth LLC 0.01% Add +2.9% 6,997 $433K
Mutual Advisors, LLC 0.01% Reduce -10.5% 6,982 $432K
Stokes Family Office, LLC 0.04% Reduce -0.7% 6,954 $430K
Private Wealth Partners, LLC 0.03% Reduce -3.5% 6,950 $430K
1ST Source Bank 0.02% Reduce -5.7% 6,947 $429K
Salem Investment Counselors Inc. 0.01% Add +11.8% 6,942 $429K
Hamilton Wealth, LLC 0.08% Reduce -52.6% 6,929 $428K
Panagora Asset Management Inc. 0.00% No change 6,929 $428K
Campbell Deegan Wealth Management, LLC 0.34% Reduce -0.8% 6,926 $428K
New Republic Capital, LLC 0.14% Add +21.9% 6,921 $428K
EverSource Wealth Advisors, LLC 0.01% Add +6.8% 6,890 $426K
111 Capital 0.10% New 6,866 $424K
Leavell Investment Management, Inc. 0.02% Reduce -7.1% 6,823 $422K
Balboa Wealth Partners 0.07% Add +20.8% 6,821 $422K
Caprock Group, LLC 0.01% Reduce -30.5% 6,788 $420K
Citizens Financial Group Inc. 0.01% Reduce -18.4% 6,764 $418K
Arax Advisory Partners 0.01% Reduce -68.9% 6,759 $418K
SBI Securities Co., Ltd. 0.01% Reduce -21.3% 6,758 $418K
SevenBridge Financial Group, LLC 0.07% Add +2.0% 6,827 $416K
Centurion Wealth Management LLC 0.09% Reduce -1.9% 6,681 $413K
Cornerstone Advisory, LLC 0.04% Add +1.6% 6,677 $413K
Capital Analysts, LLC 0.01% Reduce -0.4% 6,623 $410K
Thrive Capital Management, LLC 0.09% Add +1.1% 6,618 $409K
NorthRock Partners, LLC 0.01% Add +19.5% 6,582 $407K
Busey Bank 0.01% No change 6,563 $406K
OLIO Financial Planning 0.11% Add +0.3% 6,560 $406K
Outfitters Financial LLC 0.31% Reduce -12.8% 6,555 $405K
CreativeOne Wealth, LLC 0.01% Reduce -3.5% 6,554 $405K
Alpha Family Trust 0.20% No change 6,540 $404K
WINTON GROUP Ltd 0.01% New 6,531 $404K
Walker Asset Management, LLC 0.22% Add +1.1% 6,480 $401K
RFG Advisory, LLC 0.01% Add +3.6% 6,439 $398K
Xcel Wealth Management, LLC 0.11% No change 6,417 $397K
Wealth Alliance, LLC 0.04% Reduce -14.4% 6,411 $396K
Hudock, Inc. 0.06% Add +3.2% 6,409 $396K
Aprio Wealth Management, LLC 0.02% Reduce -1.6% 6,406 $396K
Pallas Capital Advisors LLC 0.01% Reduce -41.7% 6,401 $396K
Smith Group Asset Management, LLC 0.02% No change 6,400 $396K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.4% 6,369 $394K
Patriot Financial Group Insurance Agency, LLC 0.02% Reduce -32.7% 6,348 $392K
Firethorn Wealth Partners, LLC 0.14% Add +2.5% 6,313 $390K
Quotient Wealth Partners, LLC 0.01% Add +1.1% 6,292 $389K
Greatmark Investment Partners, Inc. 0.05% Add +15.7% 6,289 $389K
Kovack Advisors, Inc. 0.02% Add +8.2% 6,249 $388K
Ancora Advisors LLC 0.01% No change 6,270 $388K
Fulton Breakefield Broenniman LLC 0.03% Add +56.8% 6,253 $387K
Montag A & Associates Inc. 0.02% No change 6,245 $386K
Evermay Wealth Management LLC 0.04% No change 6,238 $386K
Walleye Capital LLC 0.00% Reduce -43.6% 6,238 $386K
Johnson Investment Counsel Inc. 0.00% Reduce -2.1% 6,186 $382K
Optas, LLC 0.06% New 6,182 $382K
Frec Markets, Inc. 0.07% Add +63.3% 6,174 $382K
Sheets Smith Wealth Management 0.04% Add +10.9% 6,150 $380K
Members Trust Co 0.01% Reduce -0.3% 6,142 $380K
AlphaGrep UK Ltd 0.11% Add +3.3% 6,133 $379K
Sovran Advisors, LLC 0.03% Reduce -14.6% 5,855 $378K
Tandem Investment Partners LLC 0.32% Add +0.7% 6,101 $377K
Brown Miller Wealth Management, LLC 0.11% Add +5.0% 6,085 $376K
Curat Global, LLC 0.37% No change 6,065 $375K
Cypress Capital Group 0.04% Add +0.6% 6,053 $374K
Cresset Asset Management, LLC 0.00% Reduce -27.1% 6,012 $372K
Hummer Financial Advisory Services Inc 0.26% No change 6,001 $371K
Allen Mooney & Barnes Investment Advisors LLC 0.05% No change 5,975 $369K
Angeles Wealth Management, LLC 0.02% Reduce -2.7% 5,964 $369K
Transcend Capital Advisors, LLC 0.03% Reduce -4.1% 5,944 $367K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -10.5% 5,943 $367K
Avestar Capital, LLC 0.03% New 5,937 $367K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -22.9% 5,921 $366K
Advisor OS, LLC 0.03% Add +19.3% 5,916 $366K
Sfmg, LLC 0.02% No change 5,853 $362K
Chicago Partners Investment Group LLC 0.01% Add +14.8% 5,916 $361K
Nilsine Partners, LLC 0.03% Reduce -6.8% 5,768 $361K
St Germain D J Co. Inc. 0.01% No change 5,827 $360K
Private Client Services, LLC 0.11% Reduce -4.6% 5,815 $359K
71 West Capital Partners 0.02% Add +56.2% 5,790 $358K
Eventide Asset Management, LLC 0.01% New 5,788 $358K
Supplemental Annuity Collective Trust of NJ 0.10% New 5,781 $357K
Mather Group, Llc. 0.00% Add +6.6% 5,758 $356K
Pines Wealth Management, LLC 0.11% Add +19.3% 5,744 $355K
Sequent Planning LLC 0.08% Add +1.1% 5,642 $349K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +1.3% 5,631 $348K
JBR Co Financial Management Inc 0.15% No change 5,932 $348K
Continuum Advisory, LLC 0.03% Add +11.4% 5,622 $348K
First National Bank & Trust Co. of Newtown 0.07% No change 5,613 $347K
Great Valley Advisor Group, Inc. 0.01% Add +4.0% 5,610 $347K
Pine Valley Investments Ltd Liability Co 0.02% No change 5,600 $346K
Pure Financial Advisors, LLC 0.01% Reduce -4.6% 5,583 $345K
Stonebridge Financial Group, LLC / MO 0.29% Add +12.3% 5,573 $345K
Diversified Enterprises, LLC 0.02% Add +5.6% 5,555 $343K
Aviance Capital Partners, LLC 0.04% Reduce -2.7% 5,535 $342K
Hilltop Holdings Inc. 0.03% Reduce -61.0% 5,517 $341K
Parsons Capital Management Inc. 0.02% Reduce -6.1% 5,503 $340K
Checchi Capital Advisers, LLC 0.02% Add +24.2% 5,503 $340K
NDWM LLC 0.22% No change 5,500 $340K
Ritholtz Wealth Management 0.01% Add +6.4% 5,459 $338K
Columbia Asset Management 0.06% New 5,454 $337K
Caldwell Sutter Capital, Inc. 0.14% Add +2.7% 5,440 $336K
RFG - Bristol Wealth Advisors, LLC 0.09% Reduce -1.7% 5,440 $336K
Hartford Financial Management Inc. 0.09% No change 5,435 $336K
LCNB Corp. 0.11% Reduce -2.3% 5,431 $336K
Linscomb Wealth, Inc. 0.01% Reduce -8.9% 5,426 $335K
Cullen Capital Management, LLC 0.00% Reduce -4.4% 5,356 $331K
Crestwood Advisors Group, LLC 0.01% Add +2.7% 5,349 $331K
Fruth Investment Management 0.08% Reduce -5.2% 5,341 $330K
Junk Investment Group, LLC 0.17% — 5,338 $330K
Souders Financial Advisors 0.04% New 5,288 $327K
Chesapeake Wealth Management 0.10% Reduce -0.4% 5,278 $326K
Uhlmann Price Securities, LLC 0.02% New 5,382 $324K
Siemens Fonds Invest GmbH 0.02% Add +0.5% 5,239 $324K
Blue Fin Capital, Inc. 0.05% Add +0.6% 5,233 $324K
Westbourne Investments, Inc. 0.15% Add +26.8% 5,202 $322K
CTC Alternative Strategies, Ltd. 0.73% New 5,200 $321K
Lawson Kroeker Investment Management Inc. 0.09% Reduce -7.2% 5,190 $321K
Rench Wealth Management, Inc. 0.10% New 5,172 $320K
Allegheny Financial Group 0.04% Add +1.0% 5,165 $319K
Oakmont Investment Advisors, Inc. 0.29% No change 5,162 $319K
Bullock Wealth Management Group 0.16% Add +0.5% 5,141 $319K
Compass Ion Advisors, LLC 0.03% Add +0.3% 5,156 $319K
D'Orazio & Associates, Inc. 0.04% New 5,110 $316K
HF Advisory Group, LLC 0.11% Add +1.5% 5,106 $316K
United Bank 0.04% Reduce -12.3% 5,094 $315K
Schmidt P J Investment Management Inc. 0.05% Reduce -7.2% 5,084 $314K
Gateway Investment Advisers LLC 0.00% Add +32.4% 5,053 $312K
Manske Wealth Management 0.09% Add +0.1% 5,034 $311K
Berger Financial Group, Inc 0.02% Reduce -4.0% 5,027 $311K
Northwest Bancshares, Inc. 0.06% No change 4,999 $309K
Virtu Financial LLC 0.01% Reduce -56.8% 4,991 $309K
Longview Financial Advisors, Inc. 0.19% No change 4,996 $309K
Pursuit Wealth Strategies, LLC 0.43% Reduce -5.9% 4,990 $308K
Harmony Asset Management LLC 0.09% Reduce -26.0% 4,977 $308K
Citizens National Bank Trust Department 0.05% No change 4,973 $307K
Main Street Financial Solutions, LLC 0.02% Add +6.4% 4,966 $307K
Headinvest, LLC 0.06% Reduce -5.8% 4,903 $303K
Mechanics Bank Trust Department 0.04% Reduce -11.3% 4,885 $302K
Independent Financial Group, LLC 0.01% Reduce -3.6% 4,836 $299K
ZWJ Investment Counsel Inc. 0.01% Reduce -0.5% 4,800 $297K
Wolverine Asset Management LLC 0.02% No change 4,799 $297K
Net Worth Advisory Group 0.06% Reduce -9.2% 4,771 $295K
Three Bearings Fiduciary Advisors, Inc. 0.29% Add +1.1% 4,768 $295K
Xcelsior Advisor Partners LLC 0.11% New 4,763 $294K
Cobblestone Asset Management LLC 0.13% Reduce -5.2% 4,760 $294K
Trust Point Inc. 0.03% Add +3.5% 4,750 $294K
Investment Partners Asset Management, Inc. 0.18% No change 4,729 $292K
Penobscot Investment Management Company, Inc. 0.02% No change 4,725 $292K
Shelton Capital Management 0.01% No change 4,701 $291K
Meridian Financial Advisors, LLC 0.16% Add +0.9% 4,698 $290K
Meadowbrook Wealth Management, LLC 0.38% Reduce -9.3% 4,650 $287K
Whittier Trust Co. 0.00% Add +2.8% 4,610 $287K
Sowell Financial Services LLC 0.01% Add +19.2% 4,633 $286K
Campion Asset Management 0.19% Reduce -4.8% 4,616 $285K
NFSG Corp 0.05% Add +48.1% 4,614 $285K
L2 Asset Management, LLC 0.03% Add +7.3% 4,611 $285K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,600 $284K
Kinloch Capital, LLC 0.12% Reduce -0.0% 4,575 $283K
MQS Management LLC 0.19% New 4,570 $283K
Morton Community Bank 0.06% Reduce -68.5% 4,565 $282K
one8zero8, LLC 0.06% No change 4,559 $282K
EntryPoint Capital, LLC 0.08% New 4,558 $282K
First Bank & Trust 0.05% Reduce -16.4% 4,532 $280K
Norris Financial Group, LLC 0.09% Add +23.1% 4,530 $280K
Money Concepts Capital Corp. 0.02% Add +19.5% 4,524 $280K
Evolve Private Wealth, LLC 0.01% Add +9.2% 4,515 $279K
CJM Wealth Advisers, Ltd. 0.09% Add +5.2% 4,513 $279K
Altrius Capital Management Inc 0.06% No change 4,507 $279K
Capital Management Corp. 0.05% Reduce -22.3% 4,500 $278K
Summit Wealth Group LLC / Co. 0.03% Add +4.9% 4,493 $278K
Morningstar Investment Management LLC 0.02% No change 4,492 $278K
Eagle Strategies LLC 0.03% Add +0.2% 4,478 $277K
Cahaba Wealth Management, Inc. 0.02% Add +2.9% 4,477 $277K
Aspect Partners, LLC 0.11% No change 4,476 $277K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -0.7% 4,464 $276K
Park National Corp. 0.01% Add +13.1% 4,455 $275K
Resonant Capital Advisors, LLC 0.01% Add +3.6% 4,453 $275K
Lantern Wealth Advisors, LLC 0.14% Reduce -47.3% 4,450 $275K
Earned Wealth Advisors, LLC 0.02% Reduce -2.9% 4,417 $273K
SCS Capital Management LLC 0.00% Reduce -95.9% 4,400 $272K
Fourth Dimension Wealth, LLC 0.10% Add +387.4% 4,396 $272K
Essex Bank 0.06% No change 4,391 $271K
Fee-Only Financial Planning, L.C. 0.16% Add +8.0% 4,385 $271K
Flynn Zito Capital Management, LLC 0.09% Add +1.6% 4,377 $271K
TIAA Wealth Investment Management LLC 0.00% — 4,361 $270K
Riggs Asset Managment Co. Inc. 0.06% New 4,326 $267K
Second Half Financial Partners, LLC 0.12% Reduce -3.6% 4,320 $267K
King Luther Capital Management Corp. 0.00% Add +6.3% 4,319 $267K
Novak & Powell Financial Services, Inc. 0.14% Add +0.8% 4,312 $267K
Arvest Bank Trust Division 0.01% No change 4,302 $266K
Interchange Capital Partners, LLC 0.08% Reduce -15.0% 4,739 $266K
Camden National Bank 0.04% Reduce -6.0% 4,297 $266K
Somerset Trust Co 0.08% Add +0.3% 4,295 $266K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +0.6% 4,292 $265K
WJ Financial Advisors LLC 0.21% Reduce -6.2% 4,281 $265K
Sterling Investment Counsel, LLC 0.07% Reduce -2.1% 4,259 $263K
PDS Planning, Inc 0.02% Add +0.4% 4,257 $263K
Reliant Investment Partners, LLC 0.22% Reduce -0.1% 4,231 $262K
MSH Capital Advisors LLC 0.06% Add +3.3% 4,229 $261K
D.B. Root & Company, LLC 0.06% Add +7.3% 4,217 $261K
S&A Financial Services, Inc. 0.18% — 4,198 $260K
Alliance Wealth Advisors, LLC 0.12% Add +1.2% 4,184 $259K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -6.2% 4,181 $258K
Boltwood Capital Management 0.07% Add +1.1% 4,150 $257K
BLB&B Advisors, LLC 0.01% Reduce -25.7% 4,137 $256K
Nadler Financial Group, Inc. 0.02% No change 4,132 $255K
Alteri Wealth LLC 0.08% Add +4.1% 4,123 $255K
Moran Wealth Management, LLC 0.01% New 4,119 $255K
First United Bank & Trust 0.08% Reduce -0.8% 4,113 $254K
Gladstone Institutional Advisory LLC 0.01% Reduce -12.7% 4,092 $253K
Pinnacle West Asset Management, Inc. 0.17% Reduce -1.1% 4,100 $253K
Boothbay Fund Management, LLC 0.01% Reduce -85.1% 4,083 $252K
Bedell Frazier Investment Counselling, LLC 0.05% New 4,060 $251K
Cfo Capital Management LLC 0.21% Add +3.7% 4,058 $251K
Violich Capital Management, Inc. 0.03% Reduce -12.9% 4,055 $251K
Herold Advisors, Inc. 0.05% Add +0.6% 4,023 $249K
Heritage Wealth Management, Inc. 0.12% No change 4,014 $248K
Howard Financial Services, LTD. 0.03% Add +13.4% 4,006 $248K
Private Trust Co. NA 0.02% Add +1.2% 3,990 $247K
Athena Investment Management 0.13% No change 3,980 $246K
Soltis Investment Advisors LLC 0.02% Add +1.1% 3,976 $246K
AMG National Trust Bank 0.01% New 3,973 $246K
Tompkins Financial Corp. 0.02% No change 3,970 $245K
Steelhead Wealth Management LLC 0.12% — 3,939 $243K
Hall Capital Management Co. Inc. 0.09% No change 3,758 $242K
First Citizens Bank & Trust Co. 0.01% New 3,907 $242K
Fonville Wealth Management LLC 0.05% New 3,906 $241K
Ifrah Financial Services, Inc. 0.06% Reduce -2.1% 3,899 $241K
Evoke Wealth, LLC 0.00% Add +1.1% 3,885 $240K
Walled Lake Planning & Wealth Management, LLC 0.07% New 3,885 $240K
AdvisorNet Financial, Inc 0.01% Reduce -5.8% 3,878 $240K
Welch & Forbes LLC 0.00% No change 3,870 $239K
Intrua Financial, LLC 0.03% Reduce -8.7% 3,864 $239K
Patton Fund Management, Inc. 0.04% No change 3,850 $238K
Armstrong, Fleming & Moore, Inc 0.10% Add +0.3% 3,850 $238K
Leo Wealth, LLC 0.02% Add +4.0% 3,848 $238K
Leonteq Securities AG 0.01% Reduce -24.5% 3,846 $238K
North Star Investment Management Corp. 0.01% Reduce -0.2% 3,837 $237K
Bryant Woods Investment Advisors, LLC 0.09% New 3,836 $237K
Bank & Trust Co 0.16% No change 3,823 $236K
Bank of New Hampshire 0.05% Reduce -0.8% 3,800 $235K
Palisade Asset Management, LLC 0.02% Reduce -0.3% 3,792 $234K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% New 3,781 $234K
Old North State Trust, LLC 0.14% Reduce -2.0% 3,767 $233K
SVB Wealth LLC 0.02% Add +3.2% 3,769 $233K
Aull & Monroe Investment Management Corp 0.11% Add +8.7% 3,768 $233K
Onyx Bridge Wealth Group LLC 0.03% Add +1.7% 3,764 $233K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -47.3% 3,753 $232K
Physician Wealth Advisors, Inc. 0.03% Add +1.0% 3,722 $230K
Versant Capital Management, Inc 0.02% Add +2.8% 3,710 $229K
Drive Wealth Management, LLC 0.05% Add +1.6% 3,707 $229K
Genesis Private Wealth, LLC 0.07% Reduce -2.1% 3,678 $227K
Decision Investments, Inc. 0.26% Add +0.5% 3,674 $227K
StoneX Group Inc. 0.01% Reduce -76.6% 3,673 $227K
M.E. Allison & Co., Inc. 0.15% Add +0.0% 3,673 $227K
Colonial Trust Advisors 0.02% Reduce -2.6% 3,671 $227K
Colonial Trust Co / SC 0.03% Reduce -16.2% 3,658 $226K
Farmers National Bank 0.05% No change 3,650 $226K
Armor Investment Advisors, LLC 0.08% Reduce -1.8% 3,646 $225K
Richardson Financial Services Inc. 0.14% Add +1.0% 3,640 $225K
Howard Capital Management Group, LLC 0.01% No change 3,635 $225K
Titleist Asset Management, LLC 0.02% Add +6.2% 3,627 $224K
MJP Associates Inc. 0.03% New 3,619 $224K
Strategic Investment Advisors / MI 0.02% New 3,610 $223K
Nalls Sherbakoff Group, LLC 0.16% Reduce -2.0% 3,600 $223K
Investment Research Partners LLC 0.09% New 3,579 $221K
MidAtlantic Capital Management, Inc. 0.15% Add +48.4% 3,578 $221K
Old Port Advisors 0.05% Reduce -1.9% 3,548 $219K
MTM Investment Management, LLC 0.07% No change 3,540 $219K
Tempo Wealth, LLC 0.04% Add +0.2% 3,530 $218K
Smith Thornton Advisors LLC 0.11% New 3,513 $217K
Tower Bridge Advisors 0.02% No change 3,504 $217K
Viking Fund Management LLC 0.02% No change 3,500 $216K
WealthPoint Financial, LLC 0.18% Reduce -4.3% 3,499 $216K
Mathes Company, Inc. 0.08% No change 3,500 $216K
Visionary Wealth Advisors 0.01% Reduce -0.6% 3,491 $216K
Sandbox Financial Partners, LLC 0.06% Reduce -0.1% 3,489 $216K
Walkner Condon Financial Advisors LLC 0.03% Add +0.1% 3,480 $215K
Ballast, Inc. 0.05% Reduce -11.9% 3,473 $215K
CVA Family Office, LLC 0.02% Add +3.8% 3,469 $214K
FCG Investment Co 0.09% — 3,466 $214K
Alta Advisers Ltd 0.08% No change 3,461 $214K
Flagship Harbor Advisors, LLC 0.01% Add +0.6% 3,449 $213K
Intrust Bank NA 0.02% No change 3,440 $213K
Morris Financial Concepts, Inc. 0.07% Reduce -1.3% 3,427 $212K
Goldstein Advisors, LLC 0.02% New 3,421 $211K
Commonwealth Financial Services, LLC 0.03% Reduce -0.6% 3,418 $211K
David J Yvars Group 0.12% Reduce -3.6% 3,415 $211K
TRB Wealth Management, LLC 0.03% — 3,413 $211K
Burkett Financial Services, LLC 0.07% Add +1.1% 3,412 $211K
Probity Advisors, Inc. 0.03% New 3,412 $211K
Fort Washington Investment Advisors Inc. 0.00% New 3,412 $211K
Spectrum Wealth Advisory Group, LLC 0.08% New 3,409 $211K
Deseret Mutual Benefit Administrators 0.07% Add +85.2% 3,383 $209K
Adirondack Trust Co. 0.07% Reduce -40.1% 3,382 $209K
MBA Advisors LLC 0.08% New 3,380 $209K
Sound Income Strategies, LLC 0.01% Reduce -10.1% 3,360 $209K
Krilogy Financial LLC 0.01% New 3,335 $208K
West Family Investments, Inc. 0.07% Reduce -4.5% 3,370 $208K
Oxford Financial Group, LTD. LLC 0.01% Reduce -7.1% 3,370 $208K
Heartwood Wealth Advisors LLC 0.02% New 3,369 $208K
Bridges Investment Management Inc. 0.00% New 3,366 $208K
Procyon Advisors, LLC 0.01% New 3,363 $208K
Widmann Financial Services, Inc. 0.12% New 3,361 $208K
AAFMAA Wealth Management & Trust LLC 0.08% New 3,360 $208K
Prasad Wealth Partners, LLC 0.06% New 3,359 $208K
LSP Investment Advisors, LLC 0.15% New 3,350 $207K
North Point Portfolio Managers Corp. 0.04% New 3,350 $207K
Ashton Thomas Private Wealth, LLC 0.00% New 3,336 $206K
GeoWealth Management, LLC 0.01% New 3,335 $206K
Dynamic Advisor Solutions LLC 0.01% Reduce -3.9% 3,314 $205K
Marotta Asset Management 0.04% New 3,297 $205K
Stratos Wealth Advisors, LLC 0.01% New 3,309 $205K
M&G PLC 0.00% No change 3,293 $204K
Lafayette Investments, Inc. 0.04% New 3,281 $203K
Motco 0.02% Reduce -1.1% 3,280 $203K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,155 $203K
Hunter Associates Investment Management LLC 0.03% New 3,272 $202K
Front Row Advisors LLC 0.07% No change 3,266 $202K
Curi Capital, LLC 0.00% Reduce -5.5% 3,259 $201K
Charter Oak Capital Management, LLC 0.02% New 3,254 $201K
Dudley Capital Management, LLC 0.09% New 3,245 $201K
Naples Global Advisors, LLC 0.01% New 3,240 $200K
Rosenberg Matthew Hamilton 0.04% Add +1.5% 3,208 $198K
Virtus Advisers, LLC 0.09% Reduce -8.6% 3,207 $198K
Larson Financial Group LLC 0.01% Reduce -4.8% 3,157 $195K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -1.1% 3,105 $192K
William B. Walkup & Associates, Inc. 0.11% No change 3,408 $191K
Entrust Financial LLC 0.13% Add +0.6% 3,058 $189K
Mechanics Financial Corp 0.08% No change 3,000 $185K
Cascades Capital Asset Management, LLC 0.08% Reduce -8.2% 2,990 $185K
Steigerwald, Gordon & Koch Inc. 0.02% Add +0.2% 2,973 $184K
Strategic Investment Solutions, Inc. 0.04% Reduce -5.4% 2,964 $183K
Basecamp Wealth Advisors LLC 0.04% Reduce -3.4% 2,864 $177K
Duncker Streett & Co. Inc. 0.03% Add +40.5% 2,812 $174K
Ascentis Independent Advisors 0.01% New 2,799 $173K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +1.5% 2,779 $172K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.3% 2,700 $170K
Atlantic Private Wealth, LLC 0.11% Add +239.1% 2,713 $168K
BNP Paribas 0.01% No change 2,700 $167K
Cromwell Holdings LLC 0.09% No change 2,684 $166K
Delta Asset Management LLC 0.01% Add +4.0% 2,626 $162K
HHM Wealth Advisors, LLC 0.02% Reduce -3.8% 2,503 $155K
MJT & Associates Financial Advisory Group, Inc. 0.11% No change 2,500 $155K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +222.1% 2,464 $152K
Quent Capital, LLC 0.01% Reduce -20.4% 2,364 $146K
Washington Trust Advisors, Inc. 0.01% Add +1.1% 2,361 $146K
CYBER HORNET ETFs LLC 0.09% Reduce -2.7% 2,347 $146K
GW&K Investment Management, LLC 0.00% Add +111.5% 2,261 $140K
Crews Bank & Trust 0.02% No change 2,257 $140K
American Capital Advisory, LLC 0.06% Reduce -6.7% 2,209 $137K
Parkside Financial Bank & Trust 0.01% Reduce -50.0% 2,147 $133K
Asset Planning,Inc 0.09% Add +16.3% 2,139 $132K
Sittner & Nelson, LLC 0.05% No change 2,098 $130K
Ankerstar Wealth, LLC 0.14% Add +72.1% 2,095 $130K
Navigoe, LLC 0.08% Add +254.7% 2,089 $129K
Avalon Trust Co 0.01% Add +27.6% 2,080 $129K
Aster Capital Management (DIFC) Ltd 0.04% Add +23.0% 2,286 $128K
Avanza Fonder AB 0.00% Add +10.1% 2,023 $125K
First Financial Corp. 0.05% No change 2,000 $124K
Financial Consulate, Inc. 0.02% Add +11.9% 1,967 $122K
Tradewinds Capital Management, LLC 0.02% Add +1.1% 1,963 $121K
Evolution Advisers, Inc. 0.05% No change 1,967 $121K
Cary Street Partners Investment Advisory LLC 0.03% Add +2.9% 1,950 $121K
Independence Bank of Kentucky 0.02% Reduce -2.7% 1,926 $119K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -1.6% 1,825 $114K
Resources Management Corp. /CT/ 0.02% Reduce -15.9% 1,850 $114K
GGM Financial LLC 0.05% Add +1.1% 1,834 $113K
City State Bank 0.03% No change 1,806 $112K
Financial Gravity Asset Management, Inc. 0.02% No change 1,757 $109K
Fairway Wealth LLC 0.03% No change 1,750 $108K
Ostrum Asset Management 0.01% Add +1.5% 1,729 $107K
Grove Bank & Trust 0.01% Add +1.0% 1,716 $106K
Union Savings Bank 0.05% Reduce -13.7% 1,679 $104K
Crewe Advisors LLC 0.01% No change 1,631 $101K
Y.D. More Investments Ltd 0.00% Reduce -10.0% 1,630 $101K
Sawyer & Company, Inc 0.04% Reduce -3.2% 1,623 $100K
SHP Wealth Management 0.01% Add +11.4% 1,620 $100K
Silvant Capital Management LLC 0.00% No change 1,591 $98K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -21.9% 1,586 $98K
Wall Street Financial Group, Inc. 0.06% New 1,579 $98K
Transamerica Financial Advisors, LLC 0.01% Add +717.6% 1,578 $98K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,533 $95K
Piscataqua Savings Bank 0.07% No change 1,517 $94K
FWL Investment Management, LLC 0.02% No change 1,490 $92K
Capula Management Ltd 0.00% Add +325.2% 1,433 $89K
MCF Advisors LLC 0.00% Reduce -5.7% 1,410 $87K
Harbor Investment Advisory, LLC 0.01% Reduce -4.3% 1,393 $86K
Valley National Advisers Inc. 0.01% Add +2.4% 1,344 $83K
GHP Investment Advisors, Inc. 0.00% Add +1.8% 1,259 $78K
Private Wealth Management Group, LLC 0.02% No change 1,252 $77K
Zions Bancorporation, National Association 0.01% Reduce -72.0% 1,243 $77K
PlanVest Financial, Inc 0.06% — 1,236 $76K
Bayforest Capital Ltd 0.08% Reduce -77.8% 1,208 $75K
Parvin Asset Management, LLC 0.05% No change 1,200 $74K
Gleason Group, Inc. 0.01% Add +21.5% 1,193 $74K
Leo H. Evart, Inc. 0.06% — 1,183 $73K
Bfsg, LLC 0.01% New 1,176 $73K
Addison Advisors LLC 0.02% No change 1,160 $72K
SOA Wealth Advisors, LLC. 0.01% Add +0.8% 1,147 $71K
Millstone Evans Group, LLC 0.04% No change 1,142 $71K
USA Financial Formulas 0.01% Reduce -75.8% 1,140 $70K
Bruce G. Allen Investments, LLC 0.05% Add +1.6% 1,123 $69K
Oakworth Capital, Inc. 0.00% No change 1,120 $69K
Trifecta Capital Advisors, LLC 0.01% No change 1,100 $68K
2UniFi Bank 0.03% No change 1,092 $68K
Fideuram Asset Management (Ireland) dac 0.01% Reduce -88.3% 1,075 $67K
Pinnacle Bancorp, Inc. 0.02% Add +0.6% 1,071 $66K
JFS Wealth Advisors, LLC 0.00% Reduce -26.3% 1,070 $66K
Owl Creek Wealth Partners LLC 0.02% — 1,069 $66K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +15.0% 1,072 $66K
Bangor Savings Bank 0.01% Reduce -31.3% 1,064 $66K
Webster Bank, N. A. 0.01% No change 1,046 $65K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,040 $64K
Glen Eagle Advisors, LLC 0.01% Reduce -0.6% 1,025 $63K
Financial Management Professionals, Inc. 0.01% Add +0.5% 1,000 $62K
Atwood & Palmer Inc. 0.00% No change 1,000 $62K
Aventura Private Wealth, LLC 0.02% No change 973 $60K
Coastline Trust Co 0.01% No change 972 $60K
Atlas Capital Advisors Inc. 0.01% Add +2190.5% 962 $59K
Catalyst Capital Advisors LLC 0.00% New 951 $59K
LRI Investments, LLC 0.01% Add +44.4% 946 $58K
Root Financial Partners, LLC 0.00% Add +68.6% 939 $58K
SWAN Capital LLC 0.02% No change 922 $57K
MeadowBrook Investment Advisors LLC 0.05% No change 900 $56K
Lanark Financial, Inc. 0.00% Reduce -12.0% 891 $55K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -2.3% 887 $55K
SBI Okasan Asset Management Co.Ltd. 0.00% New 877 $54K
CNB Bank 0.02% No change 864 $53K
Gill Capital Partners, LLC 0.01% New 840 $52K
N.E.W. Advisory Services LLC 0.00% Add +41.4% 823 $51K
JPL Wealth Management, LLC 0.01% New 777 $48K
MV Capital Management, Inc. 0.00% Add +0.3% 763 $47K
Archer Investment Corp 0.01% Add +0.3% 762 $47K
Westside Investment Management, Inc. 0.01% No change 745 $47K
Twin Peaks Wealth Advisors, LLC 0.01% New 754 $47K
Decker Retirement Planning Inc. 0.02% No change 724 $45K
Hilltop National Bank 0.01% Reduce -27.0% 723 $45K
Murphy & Mullick Capital Management Corp 0.03% No change 718 $44K
Clearstead Trust, LLC 0.01% Reduce -2.0% 702 $43K
Canton Hathaway, LLC 0.01% No change 700 $43K
Blume Capital Management, Inc. 0.01% New 700 $43K
Adkins Seale Capital Management LLC 0.04% No change 694 $43K
CGC Financial Services, LLC 0.01% No change 681 $42K
Southern Michigan Bank & Trust 0.02% — 665 $41K
Capital Advisors, Ltd. LLC 0.00% No change 666 $41K
Corsicana & Co. 0.03% No change 725 $41K
Center for Financial Planning, Inc. 0.00% Reduce -11.1% 641 $40K
Beacon Investment Advisory Services, Inc. 0.00% New 620 $38K
Scarborough Advisors, LLC 0.00% Add +9.0% 620 $38K
Bravera Wealth 0.02% Add +608.0% 616 $38K
Byrne Asset Management LLC 0.02% Reduce -10.4% 605 $37K
Cornerstone Planning Group LLC 0.01% Add +14.1% 591 $37K
Pillar Financial Advisors, LLC 0.02% No change 600 $37K
Costello Asset Management, INC 0.01% Add +20.0% 600 $37K
Kimelman & Baird, LLC 0.00% No change 600 $37K
Stone House Investment Management, LLC 0.01% Add +1753.1% 593 $37K
Keating Financial Advisory Services, Inc. 0.01% Add +12.4% 563 $35K
Boyd Watterson Asset Management LLC 0.01% No change 557 $34K
Foster Dykema Cabot & Partners, LLC 0.00% No change 550 $34K
OP Asset Management Ltd 0.00% New 548 $34K
VSM Wealth Advisory, LLC 0.01% Add +1.0% 517 $32K
Gen-Wealth Partners Inc 0.01% Add +11.1% 511 $32K
Dagco, Inc. 0.01% Reduce -13.3% 507 $31K
Roble, Belko & Company, Inc 0.00% No change 500 $31K
Trask Adam Roland 0.03% — 500 $31K
Advocate Investing Services LLC 0.03% No change 500 $31K
Hickory Point Bank & Trust 0.02% New 500 $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% No change 500 $31K
Plante Moran Financial Advisors, LLC 0.00% No change 490 $30K
Blueline Advisors LLC 0.02% Add +1.0% 486 $30K
Destiny Wealth Partners, LLC 0.00% New 480 $30K
Monetary Management Group Inc. 0.01% No change 479 $30K
TD Waterhouse Canada Inc. 0.00% New 475 $29K
EFG International AG 0.00% New 469 $29K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 462 $29K
Frazier Financial Advisors, LLC 0.02% Reduce -19.8% 457 $28K
Ossiam 0.00% Reduce -98.0% 436 $27K
Vanguard National Trust Co 0.00% — 429 $27K
Dynamic Wealth Strategies, LLC 0.02% No change 426 $26K
Missouri Trust & Investment Co 0.01% No change 425 $26K
Access Investment Management LLC 0.01% No change 425 $26K
Bare Financial Services, Inc 0.01% Add +10.4% 423 $26K
Gladwyn Financial Advisors, Inc. 0.02% Add +1.0% 404 $25K
Sachetta, LLC 0.01% Reduce -33.7% 402 $25K
Optiver Holding B.V. 0.00% Reduce -85.0% 399 $25K
Ameriflex Group, Inc. 0.01% Reduce -76.6% 398 $25K
Abound Wealth Management 0.01% Add +77.5% 387 $24K
Joseph Group Capital Management 0.01% New 368 $23K
Tiaa Trust, National Association 0.00% Reduce -99.1% 367 $23K
CrossGen Wealth, LLC 0.02% Reduce -53.4% 361 $22K
Wolff Wiese Magana LLC 0.01% No change 360 $22K
True Link Financial Advisors, LLC 0.00% New 360 $22K
Sit Investment Associates Inc. 0.00% No change 349 $22K
Kemnay Advisory Services Inc. 0.00% Add +4.1% 354 $22K
Wilkerson Advisory Group LLC 0.01% Add +111.5% 349 $22K
Horizon Financial Services, LLC 0.01% Add +86.1% 348 $22K
Team Financial Group, LLC 0.01% Add +1.2% 342 $21K
Arlington Trust Co LLC 0.00% Add +47.8% 340 $21K
Flagship Wealth Advisors, LLC 0.01% Reduce -52.6% 360 $20K
NCP Inc. 0.03% No change 314 $19K
Westfuller Advisors, LLC 0.01% Add +6.8% 313 $19K
Covestor Ltd 0.01% Reduce -31.3% 308 $19K
Investors Portfolio Services LLC 0.02% No change 300 $19K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 300 $19K
ESL Trust Services, LLC 0.00% No change 300 $19K
Johnson Financial Group, Inc. 0.00% No change 294 $18K
Operose Advisors LLC 0.00% Add +47.0% 294 $18K
Legacy Wealth Managment, LLC 0.01% Add +199.0% 293 $18K
Avion Wealth 0.00% Add +12.3% 293 $18K
Evolution Wealth Management Inc. 0.01% Add +187.0% 287 $18K
Signature Equity Partners, LLC 0.01% Add +1.8% 286 $18K
S&T Bank 0.01% No change 285 $18K
Miller Wealth Advisors, LLC 0.01% No change 280 $17K
Country Trust Bank 0.00% New 271 $17K
Golden State Wealth Management, LLC 0.00% No change 269 $17K
BankPlus Trust Department 0.00% No change 268 $17K
Morse Asset Management, Inc 0.00% Add +1.5% 265 $16K
Security National Bank 0.00% No change 259 $16K
Smallwood Wealth Investment Management, LLC 0.01% No change 258 $16K
Trust Co 0.00% Add +61.5% 252 $16K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -42.1% 250 $15K
Ares Financial Consulting, LLC 0.01% No change 247 $15K
Legacy Bridge, LLC 0.01% No change 245 $15K
Pingora Partners LLC 0.01% No change 235 $15K
Fortitude Family Office, LLC 0.00% Add +117.6% 235 $15K
Birchwood Financial Partners, Inc. 0.01% No change 232 $14K
McIlrath & Eck, LLC 0.00% No change 230 $14K
Winch Advisory Services, LLC 0.00% Add +0.9% 223 $14K
Highline Wealth Partners LLC 0.00% Reduce -24.5% 222 $14K
Creative Financial Designs Inc. 0.00% Add +0.9% 221 $14K
Prestige Wealth Management Group LLC 0.00% No change 214 $13K
Acima Private Wealth, LLC 0.00% No change 213 $13K
Gables Capital Management Inc. 0.01% Reduce -34.4% 210 $13K
Nemes Rush Group LLC 0.00% Reduce -5.9% 209 $13K
1015 Capital Partners, LLC 0.01% Add +3.1% 202 $12K
True Wealth Design, LLC 0.00% Reduce -3.4% 202 $12K
KERR FINANCIAL PLANNING Corp 0.01% Add +1.0% 197 $12K
SIMA Wealth Partners, LLC 0.01% No change 200 $12K
Cetera Trust Company, N.A 0.01% No change 200 $12K
Princeton Global Asset Management LLC 0.00% Add +1.0% 200 $12K
Rakuten Securities, Inc. 0.01% Reduce -4.8% 198 $12K
Lodestone Wealth Management LLC 0.00% No change 194 $12K
Boreal Capital Management LLC 0.01% Reduce -34.5% 190 $12K
BOK Financial Private Wealth, Inc. 0.00% Reduce -6.0% 188 $12K
Dogwood Wealth Management LLC 0.01% Add +34.1% 185 $11K
Marquette Asset Management, LLC 0.00% Add +63.4% 183 $11K
Bell Investment Advisors, Inc 0.00% Reduce -48.2% 176 $11K
Pacific Center for Financial Services 0.00% No change 168 $10K
Nvwm, LLC 0.00% Add +33.3% 168 $10K
Ramirez Asset Management, Inc. 0.00% No change 166 $10K
Medallion Wealth Advisors, LLC 0.00% New 165 $10K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -38.5% 160 $10K
Chilton Capital Management LLC 0.00% Reduce -62.3% 161 $10K
Signature Resources Capital Management, LLC 0.00% Add +76.9% 161 $10K
Kennebec Savings Bank 0.01% No change 160 $10K
Park Place Capital Corp 0.00% No change 160 $10K
Newton One Investments LLC 0.00% Add +0.7% 153 $9K
Asset Dedication, LLC 0.00% No change 153 $9K
Innovative Asset Advisors Group, LLC 0.01% — 150 $9K
Barrett & Company, Inc. 0.00% No change 150 $9K
New England Capital Financial Advisors LLC 0.00% Reduce -73.2% 148 $9K
Anfield Capital Management, LLC 0.00% No change 147 $9K
Clayton Financial Group LLC 0.00% No change 141 $9K
Summit Securities Group LLC 0.00% Reduce -98.6% 140 $9K
Prosperity Bancshares Inc 0.01% Reduce -12.4% 134 $8K
Beacon Financial Strategies CORP 0.00% No change 130 $8K
Synergy Investment Management, LLC 0.00% New 129 $8K
SJS Investment Consulting Inc. 0.00% Add +11.5% 126 $8K
Bayban 0.01% No change 125 $8K
Community Financial Services Group, LLC 0.00% New 120 $7K
Cornerstone Financial Management LLC 0.01% Add +25.5% 118 $7K
WPG Advisers, LLC 0.01% Reduce -3.3% 118 $7K
Kilter Group LLC 0.00% Add +9.5% 115 $7K
IMG Wealth Management, Inc. 0.00% Reduce -13.8% 112 $7K
TopTier Wealth Management, LLC 0.00% New 109 $7K
Vision Financial Markets LLC 0.01% Add +1.0% 105 $6K
Hamrick Investment Counsel, llc 0.00% New 102 $6K
Hurley Capital, LLC 0.00% No change 95 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 93 $6K
Measured Wealth Private Client Group, LLC 0.00% No change 91 $6K
Clark Wealth Partners 0.00% Add +193.1% 85 $5K
Raffa Wealth Management, LLC 0.00% Add +3.7% 84 $5K
Dunhill Financial, LLC 0.00% Add +1.2% 82 $5K
POM Investment Strategies, LLC 0.01% No change 82 $5K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -19.1% 72 $4K
Accordant Advisory Group Inc 0.00% No change 71 $4K
Kozak & Associates, Inc. 0.00% No change 69 $4K
Carolina Wealth Advisors, LLC 0.00% No change 70 $4K
Vermillion Wealth Management, Inc. 0.00% New 68 $4K
Strategic Wealth Partners, Ltd. 0.00% No change 68 $4K
Key Capital Management, INC 0.00% Add +106.3% 66 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -7.1% 65 $4K
Penserra Capital Management LLC 0.00% Add +4.2% 75 $4K
Rialto Wealth Management, LLC 0.00% Add +46.5% 63 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 62 $4K
Benson Wealth Management INC 0.01% No change 60 $4K
J.Safra Asset Management Corp 0.00% No change 60 $4K
Robinswood Financial LLC 0.00% New 59 $4K
Thompson Investment Management, Inc. 0.00% No change 56 $3K
Principia Wealth Advisory, LLC 0.00% Add +10.6% 52 $3K
Strive Financial Group ,LLC 0.00% No change 50 $3K
Forum Finance Group S.A. 0.00% — 50 $3K
United Community Bank 0.00% Reduce -89.5% 48 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 44 $3K
Valued Wealth Advisors LLC 0.00% Add +400.0% 40 $2K
Tidemark, LLC 0.00% Add +21.2% 40 $2K
Elevation Wealth Partners, LLC 0.00% Add +387.5% 39 $2K
Morton Brown Family Wealth, LLC 0.00% No change 39 $2K
High Note Wealth, LLC 0.00% Add +442.9% 38 $2K
WestEnd Advisors, LLC 0.00% No change 37 $2K
Burk Holdings LLC 0.00% New 34 $2K
Global Trust Asset Management, LLC 0.00% No change 34 $2K
Cheviot Value Management, LLC 0.00% No change 34 $2K
MPWM Advisory Solutions, LLC 0.00% No change 29 $2K
Rexford Capital Inc. 0.00% New 25 $2K
Sunrise Financial Services, LLC 0.00% No change 24 $1K
Albion Financial Group 0.00% New 24 $1K
Strengthening Families & Communities, LLC 0.00% Add +4.3% 24 $1K
Graney & King, LLC 0.00% No change 22 $1K
Vision Retirement, LLC 0.00% New 18 $1K
Phillip James Consulting Co. 0.00% New 9 $1K
Coston, McIsaac & Partners 0.00% No change 21 $1K
HFM Investment Advisors, LLC 0.00% Reduce -74.1% 15 $927
TFC Financial Management, Inc. 0.00% No change 14 $866
MidFirst Bank 0.00% New 14 $865
Intentional Wealth Strategies, LLC 0.00% — 13 $804
Nvest Wealth Strategies, Inc. 0.00% New 13 $804
Quaker Wealth Management, LLC 0.00% Add +8.3% 13 $804
Fortis Group Advisors, LLC 0.00% No change 13 $804
Mascoma Wealth Management LLC 0.00% Reduce -50.0% 12 $742
Napier Financial, LLC 0.00% New 12 $742
Torren Management, LLC 0.00% Reduce -98.0% 11 $663
Retirement Wealth Solutions LLC 0.00% Reduce -9.1% 10 $619
Portus Wealth Advisors, LLC 0.00% New 10 $618
REAP Financial Group, LLC 0.00% No change 10 $618
Seneschal Advisors, LLC 0.00% No change 8 $495
Davis Capital Management 0.00% Reduce -11.1% 8 $495
Raleigh Capital Management Inc. 0.00% Reduce -71.4% 8 $473
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 6 $371
West Branch Capital LLC 0.00% No change 6 $371
Curio Wealth, LLC 0.00% New 6 $371
Meramec Financial Planners, LLC 0.00% Reduce -97.2% 5 $312
Caitong International Asset Management Co., Ltd 0.00% Reduce -20.0% 4 $247
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $186
3 Factor Indexing, LLC 0.00% — 1 $62
Meeder Asset Management Inc. 0.00% Reduce -99.7% 1 $62
Parallax Volatility Advisers, L.P. 0.00% New 1 $62
Roxbury Financial LLC 0.00% No change 1 $61

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