Dominion EnergyD

13F holders, Q2 2026 (June 30)
1,553holders +66
167new positions
103sold out
9famous investors
$68.26avg. 13F price*

At the end of Q2 2026, 1,553 institutions reported holding Dominion Energy Inc. (D) in their 13F filings, up 66 from Q1 2026. 167 opened new positions and 103 sold out. The largest holders were Capital Research Global Investors ($5.0B), BlackRock, Inc. ($5.0B) and Vanguard Capital Management LLC ($3.9B). 9 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), George Soros (0.2% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions167$932.6M
Exits103$206.8M

All 13F filers, Q1 2026 → Q2 2026: 69,684,042 shares bought and 65,801,898 shares sold, net +3,882,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,553 holders

Capital Research Global Investors 0.71% Add +50.8% 73,855,890 $5.0B
BlackRock, Inc. 0.07% Reduce -9.9% 73,018,575 $5.0B
Vanguard Capital Management LLC 0.08% Add +2.0% 57,396,293 $3.9B
State Street Corp. 0.10% Add +3.5% 50,917,469 $3.5B
Vanguard Portfolio Management LLC 0.14% Add +1.4% 45,067,363 $3.1B
Wellington Management Group LLP 0.48% Reduce -14.1% 40,867,860 $2.8B
Massachusetts Financial Services Co. 0.43% Reduce -24.8% 20,030,451 $1.4B
Geode Capital Management, LLC 0.07% Add +3.8% 19,792,934 $1.3B
Dodge & Cox 0.65% Reduce -6.0% 18,303,470 $1.2B
JPMorgan Chase & Co. 0.06% Reduce -33.5% 14,884,625 $1.0B
Bank of America Corp. 0.06% Reduce -8.3% 14,599,270 $997.0M
Invesco Ltd. 0.06% Add +3.9% 11,889,404 $811.9M
Norges Bank 0.08% — 11,791,396 $805.2M
Morgan Stanley 0.04% Reduce -1.1% 11,169,924 $762.8M
Bank of New York Mellon Corp 0.11% Reduce -18.9% 10,212,160 $697.4M
Hotchkis & Wiley Capital Management LLC 1.97% Reduce -12.8% 9,894,768 $675.7M
T. Rowe Price Associates Inc. 0.06% Add +31.8% 8,393,727 $573.2M
Northern Trust Corp. 0.06% Add +3.1% 7,703,375 $526.1M
Goldman Sachs Group Inc. 0.05% Reduce -10.7% 7,022,714 $479.6M
FMR LLC 0.02% Add +208.0% 6,860,793 $468.5M
Legal & General Group Plc 0.10% Reduce -9.0% 6,843,654 $467.4M
London Co. of Virginia 2.66% Reduce -1.6% 6,834,123 $466.7M
Charles Schwab Investment Management Inc. 0.05% Add +3.6% 6,014,946 $410.8M
Vanguard Fiduciary Trust Co. 0.07% Add +2.3% 4,938,292 $337.2M
Bank of Montreal 0.12% Add +39.8% 4,692,640 $320.5M
Millennium Management 0.22% Add +1043.9% 4,645,087 $317.2M
Royal Bank of Canada 0.05% Add +12.1% 4,559,546 $311.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +4.8% 4,288,973 $292.9M
Wells Fargo & Company 0.04% Add +9.7% 3,778,522 $258.0M
Pentwater Capital Management LP 1.91% New 3,500,000 $239.0M
Franklin Resources Inc. 0.05% Reduce -40.2% 3,258,156 $222.5M
UBS Group AG 0.03% Reduce -20.0% 3,012,305 $205.7M
First Trust Advisors LP 0.11% Add +130.3% 2,779,382 $189.8M
Magellan Asset Management Ltd 4.11% Reduce -3.1% 2,690,485 $183.7M
Dimensional Fund Advisors LP 0.03% Add +5.0% 2,683,787 $183.3M
Deutsche Bank AG 0.05% Reduce -2.5% 2,586,797 $176.7M
HSBC Holdings PLC 0.08% Reduce -2.5% 2,520,262 $172.4M
Swiss National Bank 0.09% Reduce -1.1% 2,479,120 $169.3M
Cohen & Steers, Inc. 0.25% Add +20.1% 2,345,231 $160.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +10.3% 2,132,121 $145.6M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +3.0% 1,957,830 $133.7M
Nuveen, LLC 0.03% Add +2.3% 1,938,108 $132.4M
Amundi 0.03% Reduce -25.4% 1,903,209 $130.0M
Vanguard Global Advisers, LLC 0.06% Add +1.6% 1,893,390 $129.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.09% Add +16.6% 1,874,499 $128.0M
ANTIPODES PARTNERS Ltd 2.02% Add +0.4% 1,612,527 $110.1M
Citigroup Inc. 0.05% Add +52.5% 1,607,035 $109.7M
Adage Capital Partners Gp, L.L.C. 0.15% New 1,583,811 $108.2M
Duff & Phelps Investment Management Co. 1.01% Reduce -0.2% 1,569,402 $107.2M
California Public Employees Retirement System 0.06% Reduce -2.3% 1,539,582 $105.1M
Rhumbline Advisers 0.08% Add +1.1% 1,514,179 $103.4M
Raymond James Financial Inc. 0.03% Reduce -13.2% 1,453,010 $99.2M
Alliancebernstein L.P. 0.03% Add +86.6% 1,571,332 $97.1M
BNP Paribas Financial Markets 0.05% Add +43.1% 1,416,356 $96.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.46% Reduce -7.5% 1,400,503 $95.6M
Natixis Advisors, LLC 0.11% Reduce -22.4% 1,390,897 $95.0M
National Pension Service 0.06% Add +1.0% 1,276,493 $87.2M
Mizuho Markets Americas LLC 1.53% New 1,248,800 $85.3M
Pictet Asset Management Holding SA 0.08% Reduce -31.1% 1,248,444 $85.3M
Energy Income Partners, LLC 1.32% Add +2.5% 1,233,506 $84.2M
Magnetar Financial LLC 0.84% New 1,219,394 $83.3M
Jones Financial Companies LLLP 0.03% Reduce -25.6% 1,190,474 $82.6M
Ensign Peak Advisors, Inc 0.14% Reduce -4.5% 1,207,522 $82.5M
LPL Financial LLC 0.02% Reduce -9.1% 1,192,117 $81.4M
Swiss Life Asset Management Ltd 0.34% Reduce -3.0% 1,190,736 $81.3M
Manufacturers Life Insurance Company, The 0.06% Add +1.8% 1,077,536 $73.6M
Thompson Siegel & Walmsley LLC 1.32% Reduce -32.4% 1,075,775 $73.5M
Principal Financial Group Inc. 0.04% Add +1.8% 1,054,487 $72.0M
California State Teachers Retirement System 0.06% Add +3.8% 1,022,628 $69.8M
PNC Financial Services Group, Inc. 0.03% Reduce -3.4% 968,991 $66.2M
Marshall Wace, LLP 0.05% Add +10.7% 941,149 $64.3M
Barclays PLC 0.02% Reduce -31.3% 933,375 $63.7M
Envestnet Asset Management Inc. 0.01% Reduce -12.3% 926,212 $63.3M
Canada Pension Plan Investment Board 0.03% Add +219.8% 901,926 $61.6M
STRS Ohio 0.23% Add +5.5% 886,550 $60.5M
Vanguard Investments Australia, Ltd. 0.15% Add +5.8% 878,007 $60.0M
Jennison Associates LLC 0.04% Reduce -3.1% 874,502 $59.7M
CIBC Bancorp USA Inc. 0.07% Add +51.0% 860,186 $58.7M
Nomura Asset Management International Inc. 0.09% Reduce -28.0% 859,201 $58.7M
Victory Capital Management Inc. 0.03% Add +10.8% 840,981 $57.4M
Public Sector Pension Investment Board 0.15% Add +238.3% 821,666 $56.1M
New York State Common Retirement Fund 0.07% Reduce -1.8% 802,155 $54.8M
Focus Partners Wealth 0.05% Add +15.0% 760,846 $52.0M
State Board of Administration of Florida Retirement System 0.09% Reduce -1.6% 756,958 $51.7M
Arrowstreet Capital, Limited Partnership 0.02% New 725,964 $49.6M
APG Asset Management N.V. 0.12% Add +20.8% 819,923 $49.0M
Russell Investments Group, Ltd. 0.04% Reduce -39.8% 695,640 $47.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +17.7% 678,934 $46.4M
AQR Arbitrage LLC 0.79% New 671,858 $45.9M
AQR Capital Management 0.02% Reduce -17.3% 648,379 $44.3M
New York State Teachers Retirement System 0.08% Reduce -0.5% 644,179 $44.0M
Macquarie Group Ltd. 0.19% Add +13.9% 635,119 $43.4M
HighTower Advisors, LLC 0.04% Add +7.1% 633,090 $43.2M
Point72 Asset Management 0.07% New 627,216 $42.8M
Janney Montgomery Scott LLC 0.08% Reduce -12.4% 606,277 $41.4M
Korea Investment CORP 0.08% Add +62.5% 597,296 $40.8M
Allianz Asset Management GmbH 0.04% Add +803.7% 557,850 $38.1M
Sei Investments Co. 0.03% Reduce -8.1% 557,285 $38.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.18% Add +25.5% 549,117 $37.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +89.6% 544,676 $37.2M
DNB Asset Management AS 0.10% Reduce -19.8% 536,090 $36.6M
Gabelli Funds LLC 0.23% Add +22.8% 511,300 $34.9M
Creative Planning 0.02% Add +9.4% 490,357 $33.5M
Quantinno Capital Management LP 0.04% Add +32.9% 485,456 $33.2M
Citadel Advisors 0.02% Reduce -87.5% 482,136 $32.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.27% Add +298.6% 479,440 $32.7M
Alps Advisors Inc. 0.15% Add +6.0% 473,785 $32.4M
State of Wisconsin Investment Board 0.07% Add +1.7% 473,468 $32.3M
AE Wealth Management LLC 0.15% Reduce -9.7% 472,104 $32.2M
CANADA LIFE ASSURANCE Co 0.05% Add +0.1% 472,096 $32.2M
Treasurer of the State of North Carolina 0.08% Add +24.5% 454,806 $31.1M
Commonwealth Equity Services, LLC 0.04% Reduce -10.4% 441,811 $30.2M
Tredje AP-fonden 0.13% Add +46.4% 436,378 $29.8M
Van Eck Associates Corp. 0.02% Add +25.1% 435,621 $29.7M
Ameriprise Financial Inc. 0.01% Add +10.1% 436,945 $29.7M
Chevy Chase Trust Holdings, LLC 0.08% Add +2.2% 433,245 $29.6M
Wealth Enhancement Advisory Services, LLC 0.05% Add +11.9% 424,758 $29.5M
National Bank of Canada 0.03% Add +28.3% 427,332 $29.2M
RWC Asset Management LLP 1.19% Reduce -5.1% 419,724 $28.7M
Prudential Financial Inc. 0.03% Add +0.3% 416,352 $28.4M
Crawford Investment Counsel Inc. 0.47% Reduce -8.0% 410,500 $28.0M
Tocqueville Asset Management L.P. 0.37% Add +8.6% 407,908 $27.9M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -85.7% 405,137 $27.7M
Exchange Traded Concepts, LLC 0.13% Add +3.2% 389,360 $26.6M
Silvercrest Asset Management Group LLC 0.17% Reduce -0.3% 389,264 $26.6M
Asset Management One Co., Ltd. 0.07% Add +8.3% 388,738 $26.5M
Godsey & Gibb, Inc. 2.17% Reduce -1.2% 387,155 $26.4M
Alpine Associates Management Inc. 1.65% New 386,200 $26.4M
Water Island Capital LLC 2.89% New 381,231 $26.0M
DAVENPORT & Co LLC 0.13% Reduce -5.9% 374,756 $25.6M
Pathstone Holdings, LLC 0.07% Add +3.0% 371,203 $25.4M
CBRE Investment Management Listed Real Assets LLC 0.35% No change 369,494 $25.2M
Royal London Asset Management Ltd. 0.05% Add +0.6% 363,889 $24.8M
Cetera Investment Advisers 0.02% Reduce -0.8% 358,796 $24.5M
Nomura Asset Management Co. Ltd. 0.05% Add +7.2% 355,065 $24.2M
Truist Financial Corp. 0.03% Reduce -2.8% 351,602 $24.0M
Osaic Holdings, Inc. 0.03% Add +6.3% 347,590 $23.7M
Zurich Insurance Group Ltd 0.16% New 347,096 $23.7M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.53% Add +42.5% 345,110 $23.6M
GW Henssler & Associates Ltd. 1.04% Add +0.1% 341,049 $23.3M
Public Employees Retirement System of Ohio 0.07% Reduce -12.9% 335,148 $22.9M
Tidal Investments LLC 0.05% Add +150.5% 324,778 $22.2M
American Century Companies Inc. 0.01% Reduce -85.3% 323,807 $22.1M
Toronto Dominion Bank 0.04% Add +9.4% 319,960 $21.9M
Neuberger Berman Group LLC 0.01% Reduce -12.7% 319,793 $21.8M
TD Asset Management Inc 0.02% Add +3.1% 318,748 $21.8M
Wealthfront Advisers LLC 0.04% Add +30.1% 315,519 $21.5M
Payden & Rygel 1.64% No change 313,800 $21.4M
Teacher Retirement System of Texas 0.06% Add +103.0% 308,752 $21.1M
Reaves W H & Co. Inc. 0.31% New 300,000 $20.5M
Credit Agricole S A 0.05% Add +643.8% 296,332 $20.2M
Stifel Financial Corp. 0.02% Reduce -13.5% 292,281 $20.0M
State of New Jersey Common Pension Fund D 0.07% Reduce -0.1% 291,806 $19.9M
General American Investors Co. Inc. 1.20% No change 290,000 $19.8M
Oak Grove Capital LLC 1.44% Add +18.1% 286,083 $19.5M
Calamos Advisors LLC 0.10% Reduce -1.8% 277,798 $19.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -6.8% 278,549 $18.8M
Resona Asset Management Co.,Ltd. 0.09% Reduce -3.6% 272,055 $18.6M
Squarepoint Ops LLC 0.04% Reduce -41.5% 266,549 $18.2M
Defiance ETFs, LLC 0.25% Add +229.0% 266,498 $18.1M
Aberdeen Group plc 0.03% Reduce -40.4% 263,727 $18.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.14% Reduce -14.9% 257,835 $17.6M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -0.1% 256,269 $17.5M
New York Life Investment Management LLC 0.12% Add +112.2% 251,557 $17.2M
Czech National Bank 0.09% Add +7.6% 250,327 $17.1M
Investment Management Corp of Ontario 0.22% Reduce -51.7% 250,144 $17.1M
Arizona State Retirement System 0.08% Add +4.3% 243,896 $16.7M
State of Michigan Retirement System 0.07% No change 240,367 $16.4M
Corient Private Wealth LP 0.02% Reduce -10.2% 234,988 $16.0M
Fifth Third Bancorp 0.03% Reduce -8.7% 234,785 $16.0M
Kanawha Capital Management LLC 1.02% Add +1.4% 229,458 $15.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +6.0% 228,874 $15.6M
IFM Investors Pty Ltd 0.10% Add +7.3% 224,612 $15.3M
Orion Porfolio Solutions, LLC 0.11% Reduce -5.6% 217,259 $14.8M
State of Tennessee, Department of Treasury 0.04% Reduce -29.2% 211,676 $14.5M
CIBC Asset Management Inc 0.03% Add +1.5% 207,761 $14.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +13.3% 206,385 $14.1M
AustralianSuper Pty Ltd 0.06% Reduce -23.5% 205,518 $14.0M
One Capital Management, LLC 0.39% No change 225,514 $13.9M
Captrust Financial Advisors 0.02% Reduce -1.9% 201,862 $13.8M
MetLife Investment Management, LLC 0.06% Add +0.8% 201,205 $13.7M
John G Ullman & Associates Inc. 1.63% Reduce -0.7% 197,146 $13.5M
Harvest Portfolios Group Inc. 0.19% Add +2.0% 197,131 $13.5M
Sanctuary Advisors, LLC 0.06% Reduce -3.4% 197,012 $13.5M
Greenland Capital Management LP 2.84% Add +9.7% 193,710 $13.2M
Woodline Partners LP 0.04% Add +14.8% 191,924 $13.1M
Rockefeller Capital Management L.P. 0.02% Reduce -4.1% 191,395 $13.1M
Van Lanschot Kempen Investment Management N.V. 0.10% Add +60.3% 186,925 $12.8M
Mariner, LLC 0.01% Add +155.4% 185,745 $12.7M
Cerity Partners LLC 0.02% Reduce -1.2% 185,500 $12.7M
Retirement Systems of Alabama 0.04% Add +1.9% 184,752 $12.6M
LGT Group Foundation 0.14% Add +13.4% 181,802 $12.4M
Man Group plc 0.02% Reduce -48.5% 180,000 $12.3M
Cary Street Partners Financial LLC 0.27% Add +5.4% 177,897 $12.1M
Bank of Nova Scotia 0.02% Add +32.4% 176,681 $12.1M
Assetmark, Inc. 0.02% Add +3.6% 173,368 $11.8M
M&T Bank Corp 0.03% Reduce -6.6% 167,694 $11.5M
Gilman Hill Asset Management, LLC 1.58% Reduce -0.5% 166,248 $11.4M
Soros Fund Management 0.20% New 165,344 $11.3M
Toth Financial Advisory Corp. 1.10% Add +3.2% 164,586 $11.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -1.0% 163,961 $11.1M
Everett Harris & Co. 0.14% Add +7.8% 162,221 $11.1M
Xponance LLC 0.07% Add +3.9% 161,991 $11.1M
O'shaughnessy Asset Management, LLC 0.05% Reduce -21.4% 159,154 $10.9M
Daiwa Securities Group Inc. 0.02% Add +8.9% 158,913 $10.9M
Quinn Opportunity Partners LLC 0.49% New 155,000 $10.6M
Amalgamated Bank 0.07% Reduce -4.8% 153,393 $10.5M
Guggenheim Capital LLC 0.07% Reduce -11.7% 150,631 $10.3M
Cibc World Market Inc. 0.02% New 150,376 $10.3M
Birnam Oak Advisors, LP 1.67% New 150,000 $10.2M
Alberta Investment Management Corp 0.07% New 150,000 $10.2M
Steward Partners Investment Advisory, LLC 0.05% Add +2.7% 149,586 $10.2M
Advisors Asset Management, Inc. 0.15% Reduce -19.0% 148,831 $10.2M
Keybank National Association 0.03% Reduce -0.5% 147,961 $10.1M
Baird Financial Group, Inc. 0.01% Add +1.9% 147,840 $10.1M
Rakuten Investment Management, Inc. 0.03% Add +13.5% 143,816 $9.9M
ProShare Advisors LLC 0.01% Add +12.1% 145,176 $9.9M
Bogart Wealth, LLC 0.34% Add +4.1% 143,813 $9.8M
Vanguard Personalized Indexing Management, LLC 0.08% Add +3.2% 143,422 $9.8M
Jupiter Topco LLC 0.00% — 143,272 $9.8M
Mn Services Vermogensbeheer B.V. 0.07% Add +5.1% 142,400 $9.7M
Schnieders Capital Management, Llc. 1.28% Add +0.2% 142,352 $9.7M
LGT Fund Management Co Ltd. 0.40% Add +4.5% 141,584 $9.7M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Add +184.5% 140,574 $9.6M
NEOS Investment Management LLC 0.04% Add +13.6% 139,170 $9.5M
USS Investment Management Ltd 0.04% No change 138,840 $9.5M
&partners 0.04% Add +3.4% 137,692 $9.4M
Illinois Municipal Retirement Fund 0.11% Add +172.8% 137,194 $9.4M
Commerce Bank 0.04% Add +2.2% 136,683 $9.3M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -33.5% 134,922 $9.2M
Kayne Anderson Capital Advisors LP 0.18% New 134,767 $9.2M
Voya Investment Management LLC 0.01% Reduce -16.0% 133,612 $9.1M
Utah Retirement Systems 0.09% Reduce -3.6% 133,597 $9.1M
Police & Firemen's Retirement System of New Jersey 0.07% Add +0.5% 132,217 $9.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +12.0% 131,826 $9.0M
DekaBank Deutsche Girozentrale 0.02% No change 145,721 $9.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Reduce -14.2% 130,574 $8.9M
Eurizon Capital SGR S.p.A. 0.02% Add +3.4% 128,677 $8.8M
Aventail Capital Group, LP 0.50% Add +53.2% 127,115 $8.7M
Advocate Group LLC 1.27% Reduce -0.1% 123,422 $8.4M
Nissay Asset Management Corp. /Japan 0.03% Add +7.0% 117,488 $8.0M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.36% New 117,000 $8.0M
Mercer Global Advisors Inc. 0.01% Add +20.7% 112,262 $7.7M
Mackenzie Financial Corp. 0.01% Reduce -69.0% 112,233 $7.7M
Kintayl Capital LP 3.68% New 112,082 $7.7M
Oppenheimer Asset Management Inc. 0.08% Reduce -2.9% 111,949 $7.6M
Canal Insurance CO 1.65% No change 110,000 $7.5M
Yousif Capital Management, LLC 0.08% Reduce -2.3% 109,957 $7.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.5% 109,203 $7.5M
Oregon Public Employees Retirement Fund 0.08% Add +10.6% 108,142 $7.4M
Bryn Mawr Trust Advisors, LLC 0.32% Reduce -0.7% 107,566 $7.3M
D.A. Davidson & Co. 0.04% Add +4.2% 107,530 $7.3M
Waverly Advisors, LLC 0.04% Add +8.1% 106,769 $7.3M
NewEdge Advisors, LLC 0.02% Reduce -20.9% 105,989 $7.2M
Daiichi Life Insurance Co., Ltd. 0.17% Add +10.8% 105,641 $7.2M
Lombard Odier Asset Management (Switzerland) SA 0.23% Reduce -0.5% 104,790 $7.2M
Glenmede Trust Co. NA 0.03% Reduce -6.0% 104,300 $7.1M
Wesbanco Bank Inc. 0.18% Reduce -1.3% 103,474 $7.1M
Lido Advisors, LLC 0.03% Add +141.2% 102,192 $7.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.2% 101,559 $6.9M
Global Wealth Management Investment Advisory, Inc. 0.98% Add +1.6% 101,280 $6.9M
Stephens Inc. 0.08% Add +1.3% 100,227 $6.8M
GABELLI & Co INVESTMENT ADVISERS, INC. 1.00% New 100,000 $6.8M
Nykredit A/S 0.03% — 98,676 $6.7M
Rafferty Asset Management, LLC 0.02% Add +40.6% 97,141 $6.6M
Private Advisor Group, LLC 0.03% Reduce -33.5% 95,883 $6.5M
UniSuper Management Pty Ltd 0.03% Add +25.1% 95,864 $6.5M
Stablepoint Partners, LLC 0.90% Add +1.3% 95,706 $6.5M
Occidental Asset Management, LLC 0.65% Add +4.4% 95,500 $6.5M
Brown Advisory Inc. 0.01% Reduce -2.2% 93,803 $6.4M
Metis Global Partners, LLC 0.14% Add +2.4% 93,312 $6.4M
KBC Group NV 0.01% Add +17.0% 93,181 $6.4M
WCG Wealth Advisors LLC 0.15% Add +6.2% 91,435 $6.2M
Mutual of America Capital Management LLC 0.06% Reduce -0.2% 90,619 $6.2M
Capital Investment Counsel, LLC 0.76% New 89,330 $6.1M
Citizens Business Bank 0.92% Reduce -2.6% 88,978 $6.1M
Kestra Advisory Services, LLC 0.02% Reduce -37.8% 87,764 $6.0M
XTX Topco Ltd 0.08% Reduce -15.9% 87,083 $5.9M
State of Alaska, Department of Revenue 0.06% Reduce -0.2% 86,170 $5.9M
Ofi Invest Asset Management 0.06% Add +851.9% 96,140 $5.9M
Schroder Investment Management Group 0.00% Reduce -3.5% 84,703 $5.9M
Huntington National Bank 0.04% Reduce -2.7% 85,704 $5.9M
Merit Financial Group, LLC 0.04% Add +148.6% 85,331 $5.8M
SG Americas Securities, LLC 0.00% Reduce -90.3% 84,886 $5.8M
Allstate Corp. 0.06% Add +1.8% 83,848 $5.7M
US Bancorp \de 0.01% Add +1.8% 83,691 $5.7M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -2.6% 83,617 $5.7M
OMERS ADMINISTRATION Corp 0.03% Add +826.8% 83,158 $5.7M
Ieq Capital, LLC 0.03% New 82,217 $5.6M
Centiva Capital, LP 0.18% New 80,000 $5.5M
NewEdge Wealth, LLC 0.05% Add +0.6% 79,128 $5.4M
Azimuth Capital Investment Management LLC 0.18% Reduce -3.1% 77,225 $5.3M
Robbins Farley 2.02% Add +1.6% 77,223 $5.3M
Pinnacle Financial Partners, Inc. 0.04% Add +1.3% 77,009 $5.3M
Susquehanna International Group, LLP 0.00% Reduce -77.8% 76,552 $5.2M
Bill Few Associates, Inc. 1.11% Add +1.6% 75,728 $5.2M
Two Sigma Securities, LLC 0.44% Add +401.6% 75,438 $5.2M
MML Investors Services, LLC 0.01% Add +40.4% 75,185 $5.1M
Oppenheimer & Co. Inc. 0.05% Add +10.8% 74,921 $5.1M
Hennessy Advisors Inc. 0.16% Add +5.1% 74,477 $5.1M
Carson Advisory Inc. 2.32% Reduce -1.5% 74,040 $5.1M
HB Wealth Management, LLC 0.03% Add +54.1% 73,917 $5.0M
Wills Financial Group LLC 1.83% Add +0.2% 73,643 $5.0M
Natixis 0.02% Add +73.8% 72,704 $5.0M
Atlantic Union Bankshares Corp 0.08% Reduce -13.2% 70,789 $4.8M
Atria Investments, Inc 0.05% Add +0.3% 69,489 $4.7M
Graham Capital Management, L.P. 0.18% Reduce -36.2% 69,276 $4.7M
IHT Wealth Management, LLC 0.10% Reduce -3.0% 68,964 $4.7M
Mizuho Securities USA LLC 0.08% Add +33.4% 68,851 $4.7M
BTC Capital Management, Inc. 0.28% Add +4.2% 67,741 $4.6M
Ausbil Investment Management Ltd 2.08% New 67,899 $4.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.14% Add +21.9% 67,282 $4.6M
Nisa Investment Advisors, LLC 0.01% Reduce -22.8% 67,272 $4.6M
Salomon & Ludwin, LLC 0.38% Reduce -0.0% 67,733 $4.6M
Florida Trust Wealth Management Co 0.11% Add +51.6% 67,185 $4.6M
Sepio Capital, LP 0.23% Add +17.1% 67,109 $4.6M
Capital Investment Advisors, LLC 0.06% Reduce -3.4% 65,733 $4.5M
Abn Amro Investment Solutions 0.04% Add +51.1% 65,613 $4.5M
Gulf International Bank (UK) Ltd 0.09% Reduce -1.4% 64,858 $4.4M
Robinson Value Management, Ltd. 2.35% Reduce -5.7% 64,336 $4.4M
Pacer Advisors, Inc. 0.01% Add +13.1% 64,312 $4.4M
Central Pacific Bank - Trust Division 0.46% Reduce -1.2% 63,746 $4.4M
Pinnacle Associates Ltd. 0.05% Add +0.1% 62,271 $4.3M
Independent Advisor Alliance 0.10% Reduce -8.8% 62,268 $4.3M
Capital Investment Advisory Services, LLC 0.26% Add +2.4% 62,041 $4.2M
Stratos Wealth Partners, LTD. 0.04% Add +14.4% 62,038 $4.2M
Capital Innovations LLC 1.09% — 61,605 $4.2M
Saudi Central Bank 0.06% Add +95.2% 61,527 $4.2M
Principle Wealth Partners LLC 0.21% Reduce -1.6% 61,443 $4.2M
Meridian Wealth Management, LLC 0.13% Add +197.9% 60,758 $4.1M
Virtu Financial LLC 0.13% Add +1116.3% 60,707 $4.1M
Quarry LP 0.67% New 60,693 $4.1M
Bar Harbor Wealth Management 0.22% Reduce -0.0% 60,496 $4.1M
Nordea Investment Management AB 0.00% Add +15.2% 58,070 $4.0M
Norinchukin Bank, The 0.04% Add +3.3% 58,207 $4.0M
Thrivent Financial for Lutherans 0.01% Add +4.3% 58,125 $4.0M
Virginia Wealth Management Group, Inc. 2.07% Add +1.3% 57,307 $3.9M
Regions Financial Corp. 0.02% Reduce -9.8% 56,694 $3.9M
Northwest & Ethical Investments L.P. 0.09% Reduce -28.4% 56,557 $3.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +2.5% 54,983 $3.8M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.4% 54,571 $3.7M
Empowered Funds, LLC 0.02% Add +41.8% 54,226 $3.7M
Kentucky Retirement Systems 0.09% Add +12.4% 53,878 $3.7M
Westfield Capital Management Co. LP 0.01% Reduce -0.4% 53,050 $3.6M
Integrated Advisors Network LLC 0.17% Reduce -23.4% 52,888 $3.6M
Nomura Holdings Inc. 0.02% Add +115.3% 52,224 $3.6M
Rothschild Investment LLC 0.13% Reduce -0.6% 51,734 $3.5M
Callahan Advisors, LLC 0.27% Add +25.0% 51,706 $3.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -91.4% 51,691 $3.5M
Royal Fund Management, LLC 0.29% Reduce -8.5% 51,548 $3.5M
Dynamic Advisor Solutions LLC 0.10% Add +1453.6% 51,485 $3.5M
Prospera Financial Services Inc 0.05% Reduce -1.7% 50,810 $3.5M
Farther Finance Advisors, LLC 0.03% Reduce -2.1% 50,751 $3.5M
Apollon Wealth Management, LLC 0.04% Add +47.2% 50,537 $3.5M
Graham Capital Wealth Management, LLC 2.66% Add +2.7% 50,300 $3.4M
Leelyn Smith, LLC 0.42% Add +1.7% 50,059 $3.4M
Altshuler Shaham Ltd 0.04% Add +66.7% 50,022 $3.4M
Maven Securities LTD 0.24% New 49,761 $3.4M
Hartford Investment Management Co. 0.09% Reduce -0.2% 48,421 $3.3M
Integrated Wealth Concepts LLC 0.02% Reduce -4.6% 47,714 $3.3M
Maryland State Retirement & Pension System 0.06% Add +12.7% 47,595 $3.3M
Federation des caisses Desjardins du Quebec 0.01% Add +40.5% 47,101 $3.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -3.2% 46,532 $3.2M
Plan Group Financial, LLC 0.65% Add +15.3% 46,094 $3.1M
Ascent Group, LLC 0.09% Reduce -4.2% 45,689 $3.1M
Prelude Capital Management, LLC 0.23% New 45,654 $3.1M
MAI Capital Management 0.01% Reduce -13.2% 45,400 $3.1M
Beck Capital Management, LLC 0.57% Reduce -0.4% 45,391 $3.1M
Jane Street Group, LLC 0.00% Reduce -11.8% 45,356 $3.1M
Louisiana State Employees Retirement System 0.05% Add +3.2% 44,900 $3.1M
Sequoia Financial Advisors, LLC 0.02% Add +11.4% 44,524 $3.0M
Vise Technologies, Inc. 0.03% Add +45.3% 44,385 $3.0M
Elo Mutual Pension Insurance Co 0.04% Reduce -14.7% 42,809 $2.9M
Financial Security Advisor, Inc. 0.47% Reduce -3.1% 42,664 $2.9M
New Mexico Educational Retirement Board 0.07% Add +7.6% 42,373 $2.9M
Fifth Third Wealth Advisors LLC 0.08% Add +4.3% 42,257 $2.9M
Carret Asset Management, LLC 0.25% Add +0.6% 41,879 $2.9M
TCV Trust & Wealth Management, Inc. 0.22% Reduce -6.3% 41,820 $2.9M
Abundance Wealth Counselors 0.18% Add +88.4% 41,553 $2.8M
Bleakley Financial Group, LLC 0.04% Add +7.4% 41,434 $2.8M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +5.7% 41,324 $2.8M
DLD Asset Management, LP 0.77% New 41,249 $2.8M
Patten & Patten Inc. 0.15% Add +1.2% 41,149 $2.8M
Level Four Advisory Services, LLC 0.08% Add +28.2% 40,597 $2.8M
Point Windward Advisors Inc. 1.23% Add +0.6% 40,357 $2.8M
Kassira Wealth Management LLC 2.21% Add +0.2% 40,267 $2.7M
Kestra Private Wealth Services, LLC 0.03% Reduce -42.2% 40,172 $2.7M
Blair William & Co. 0.01% Reduce -12.0% 39,957 $2.7M
Freestone Grove Partners LP 0.02% New 39,717 $2.7M
Vaughan David Investments LLC 0.05% Reduce -10.6% 39,364 $2.7M
Blue Capital, Inc. 1.69% New 39,062 $2.7M
United Capital Financial Advisors, LLC 0.01% Reduce -0.9% 38,852 $2.7M
XML Financial, LLC 0.19% Reduce -0.7% 38,517 $2.6M
Gotham Asset Management 0.01% Reduce -35.4% 38,503 $2.6M
Capital Fund Management S.A. 0.02% Add +21.4% 38,243 $2.6M
Miller Howard Investments Inc. 0.07% Add +3.6% 38,159 $2.6M
Wilmington Savings Fund Society, FSB 0.06% Reduce -0.7% 37,981 $2.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.21% Reduce -0.5% 37,529 $2.6M
PFG Investments, LLC 0.10% Add +2.8% 37,499 $2.6M
Gratus Wealth Advisors, LLC 0.32% Reduce -0.2% 37,286 $2.5M
LMR Partners LLP 0.02% New 37,162 $2.5M
Crossmark Global Holdings, Inc. 0.03% Add +0.7% 37,135 $2.5M
Blackstone Inc. 0.01% New 36,976 $2.5M
Concurrent Investment Advisors, LLC 0.02% Add +10.2% 36,717 $2.5M
Clearstead Advisors, LLC 0.02% Add +10.4% 36,707 $2.5M
Vident Advisory, LLC 0.02% Add +3.4% 36,706 $2.5M
Culbertson A N & Co. Inc. 0.29% Reduce -5.3% 36,229 $2.5M
Savant Capital, LLC 0.01% Add +42.9% 36,023 $2.5M
Dakota Wealth Management 0.05% Reduce -9.7% 36,090 $2.5M
Truvestments Capital LLC 0.36% Reduce -8.8% 35,597 $2.4M
All Terrain Financial Advisors, LLC 0.51% Reduce -0.5% 35,566 $2.4M
Advisors Management Group Inc. 0.40% Reduce -13.7% 35,428 $2.4M
Redmond Asset Management, LLC 0.59% Reduce -0.9% 34,838 $2.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -0.5% 34,760 $2.4M
Stamos Capital Partners, L.P. 0.36% Reduce -11.9% 34,667 $2.4M
Brown Brothers Harriman & Co. 0.01% Add +84.2% 34,522 $2.4M
Simmons Bank 0.13% Add +3.8% 34,443 $2.4M
MUFG Securities EMEA plc 0.02% Reduce -1.7% 34,422 $2.4M
GAMMA Investing LLC 0.09% Add +10.7% 34,393 $2.3M
Choreo, LLC 0.03% Add +4.1% 34,244 $2.3M
Fideuram Asset Management (Ireland) dac 0.04% Add +3306.4% 36,619 $2.3M
Kentucky Farm Bureau Mutual Insurance Co 0.65% No change 34,128 $2.3M
Argent Trust Co 0.07% Reduce -0.1% 33,952 $2.3M
HUB Investment Partners, LLC 0.04% Add +3.6% 33,782 $2.3M
Alerus Financial NA 0.10% Add +119.3% 33,673 $2.3M
Summit Trail Advisors, LLC 0.03% Reduce -9.3% 33,526 $2.3M
Garner Asset Management Corp 0.74% Add +3.9% 34,502 $2.3M
Midwest Trust Co 0.03% Reduce -6.4% 33,395 $2.3M
Quadrant Capital Group LLC 0.06% Reduce -0.9% 33,329 $2.3M
Conning Inc. 0.07% No change 32,818 $2.2M
Perigon Wealth Management, LLC 0.04% Add +6.0% 32,322 $2.2M
Tudor Investment Corporation 0.01% New 32,220 $2.2M
Ascent Wealth Partners, LLC 0.22% Add +2.4% 32,162 $2.2M
Aviva PLC 0.00% Add +121.6% 32,127 $2.2M
Lowe Brockenbrough & Co. Inc. 0.10% Reduce -5.5% 31,895 $2.2M
Ethos Financial Group, LLC 0.14% Reduce -19.1% 31,620 $2.2M
Vectors Research Management, LLC 0.56% Reduce -3.5% 31,374 $2.1M
Arax Advisory Partners 0.01% Add +363.3% 31,313 $2.1M
Danske Bank A/S 0.00% Add +16.5% 31,100 $2.1M
RiverFront Investment Group, LLC 0.03% Add +33.2% 30,971 $2.1M
NovaPoint Capital, LLC 0.44% Add +4.7% 30,742 $2.1M
Horizon Investments, LLC 0.02% Reduce -0.2% 30,618 $2.1M
Assenagon Asset Management S.A. 0.00% Add +15.6% 30,537 $2.1M
SageView Advisory Group, LLC 0.07% Reduce -4.2% 30,425 $2.1M
Verition Fund Management LLC 0.02% New 30,358 $2.1M
Intech Investment Management LLC 0.02% Reduce -13.7% 30,112 $2.1M
Beese Fulmer Investment Management, Inc. 0.12% Add +19.9% 30,075 $2.1M
Allworth Financial LP 0.01% Reduce -24.6% 30,038 $2.1M
D. E. Shaw & Co. 0.00% Reduce -81.3% 29,613 $2.0M
Empirical Finance, LLC 0.08% Add +3.5% 29,275 $2.0M
Coastal Bridge Advisors, LLC 0.12% Add +1.2% 29,144 $2.0M
Vestcor Inc 0.05% Reduce -33.8% 29,064 $2.0M
Cassaday & Co Wealth Management LLC 0.04% Reduce -2.7% 29,047 $2.0M
Colonial River Investments, LLC 0.56% Add +0.8% 28,925 $2.0M
J.W. Cole Advisors, Inc. 0.03% Add +2.4% 28,907 $2.0M
Axxcess Wealth Management, LLC 0.03% New 28,802 $2.0M
Banco Santander, S.A. 0.01% New 28,680 $2.0M
Cantor Fitzgerald Investment Advisors L.P. 0.13% Add +1.8% 28,669 $2.0M
Apella Capital, LLC 0.03% Reduce -1.6% 27,800 $1.9M
South Dakota Investment Council 0.03% No change 28,384 $1.9M
Constant Guidance Financial LLC 1.22% Add +157.8% 28,355 $1.9M
Verus Financial Partners, Inc. 0.17% Add +5.6% 28,336 $1.9M
Bull Street Advisors, LLC 0.88% Add +7.6% 28,263 $1.9M
Sompo Asset Management Co., Ltd. 0.32% Reduce -0.1% 28,220 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +3.2% 28,197 $1.9M
Steel Grove Capital Advisors, LLC 0.18% Add +1.1% 27,876 $1.9M
Entropy Technologies, LP 0.08% New 27,756 $1.9M
Donaldson Capital Management, LLC 0.05% Add +11.1% 27,693 $1.9M
Profund Advisors LLC 0.05% Reduce -5.5% 27,536 $1.9M
Platform Technology Partners 0.31% Add +2.2% 27,342 $1.9M
Kingsview Wealth Management, LLC 0.02% Add +0.2% 27,191 $1.9M
Taylor Hoffman Capital Management LLC 0.45% Reduce -0.3% 27,130 $1.9M
3Chopt Investment Partners, LLC 0.35% Reduce -7.8% 26,983 $1.8M
Tradewinds, LLC. 0.41% Add +160.1% 50,402 $1.8M
Benjamin Edwards Inc. 0.02% Add +5.5% 26,762 $1.8M
Mufg Securities Americas Inc. 0.09% Add +12.1% 26,488 $1.8M
Alaethes Wealth, LLC 0.53% Reduce -0.1% 26,441 $1.8M
Courier Capital LLC 0.09% Reduce -2.1% 26,022 $1.8M
Altman Advisors, Inc. 0.64% Reduce -1.3% 26,019 $1.8M
Coldstream Capital Management Inc. 0.02% Add +28.0% 25,932 $1.8M
Banque Cantonale Vaudoise 0.07% Reduce -7.7% 25,876 $1.8M
CENTRAL TRUST Co 0.03% Add +0.3% 25,768 $1.8M
Abc Arbitrage SA 0.19% New 25,522 $1.7M
IFP Advisors, Inc 0.03% Reduce -7.7% 25,484 $1.7M
Bradley Foster & Sargent Inc. 0.02% Reduce -11.5% 25,421 $1.7M
North Dakota State Investment Board 0.07% Add +2.6% 25,377 $1.7M
OneDigital Investment Advisors LLC 0.01% Add +1.8% 25,364 $1.7M
Principal Securities, Inc. 0.02% Reduce -4.8% 25,267 $1.7M
Graves Light Lenhart Wealth, Inc. 0.16% Reduce -7.3% 25,108 $1.7M
VestGen Advisors, LLC 0.05% Add +0.4% 24,984 $1.7M
Generali Investments, Management Co LLC 0.37% Reduce -31.8% 24,974 $1.7M
Snowden Capital Advisors LLC 0.04% Reduce -4.7% 24,719 $1.7M
Andra AP-fonden 0.02% Reduce -86.8% 24,689 $1.7M
Capital Investment Counsel, Inc 0.18% Reduce -2.4% 24,509 $1.7M
Securian Asset Management, Inc. 0.06% Add +1.1% 23,370 $1.7M
Concord Wealth Partners 0.19% Reduce -0.3% 24,214 $1.7M
Arkadios Wealth Advisors 0.03% Reduce -30.3% 24,182 $1.7M
John Boyer, Inc. 1.43% Add +3.0% 24,158 $1.7M
Advisory Services Network, LLC 0.02% Reduce -7.4% 23,819 $1.6M
Concord Asset Management, LLC 0.25% Reduce -0.5% 23,669 $1.6M
Aigen Investment Management, LP 0.44% Add +231.2% 23,657 $1.6M
Global Retirement Partners, LLC 0.02% — 23,424 $1.6M
Agp Franklin, LLC 0.69% Add +6.4% 23,357 $1.6M
Alpha Omega Wealth Management LLC 0.24% Add +1.0% 23,327 $1.6M
CI Investments Inc. 0.01% Reduce -5.2% 23,013 $1.6M
Spire Wealth Management 0.05% Add +0.7% 22,944 $1.6M
HRT Financial LP 0.00% New 22,840 $1.6M
B. Metzler seel. Sohn & Co. AG 0.01% No change 22,727 $1.6M
Valmark Advisers, Inc. 0.02% Reduce -0.4% 22,694 $1.5M
Inspire Advisors, LLC 0.11% Add +13.4% 22,474 $1.5M
Pinebridge Investments LLC 0.01% Add +2.3% 22,469 $1.5M
Keystone Financial Group 0.09% Add +16.9% 22,438 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -0.5% 22,359 $1.5M
Belpointe Asset Management LLC 0.05% Reduce -15.4% 22,308 $1.5M
Lee Danner & Bass Inc. 0.09% Add +0.1% 22,197 $1.5M
Signaturefd, LLC 0.02% Add +6.0% 22,130 $1.5M
Diversify Advisory Services, LLC 0.03% New 21,346 $1.5M
Diversify Wealth Management, LLC 0.03% Reduce -3.5% 21,346 $1.5M
Richard W. Paul & Associates, LLC 0.46% Add +1.9% 21,898 $1.5M
Brookstone Capital Management 0.01% Reduce -87.9% 21,846 $1.5M
Hennion & Walsh Asset Management, Inc. 0.04% Add +25.2% 21,722 $1.5M
Indivisible Partners 0.08% Add +16.5% 21,517 $1.5M
Towne Trust Company, N.A 0.44% Reduce -10.3% 21,310 $1.5M
Equitable Holdings, Inc. 0.01% Reduce -11.0% 21,034 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -12.2% 20,973 $1.4M
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.1% 20,923 $1.4M
Midwest Professional Planners, LTD. 0.28% Add +1.0% 20,906 $1.4M
Beacon Bank & Trust 0.27% Reduce -7.1% 20,860 $1.4M
Westend Capital Management, LLC 0.32% New 20,670 $1.4M
Personal Cfo Solutions, LLC 0.20% Reduce -2.2% 20,559 $1.4M
Dark Forest Capital Management LP 0.09% New 20,552 $1.4M
Ethic Inc. 0.02% Add +18.0% 20,499 $1.4M
Cullinan Associates Inc. 0.11% No change 20,378 $1.4M
Ameritas Advisory Services, LLC 0.03% Add +27.1% 20,187 $1.4M
Moors & Cabot, Inc. 0.05% Reduce -33.5% 20,139 $1.4M
Mason & Associates, LLC 0.29% Reduce -0.1% 20,129 $1.4M
Frank, Rimerman Advisors LLC 0.08% Add +1.2% 20,072 $1.4M
Canandaigua National Bank & Trust Co. 0.12% — 20,011 $1.4M
Inspire Trust Co, N.A. 0.19% Reduce -41.2% 20,000 $1.4M
Balyasny Asset Management L.P. 0.00% Reduce -99.4% 19,951 $1.4M
Hilton Head Capital Partners, LLC 0.68% Add +1.6% 19,651 $1.3M
First Horizon Corp. 0.05% Reduce -2.4% 19,602 $1.3M
CacheTech Inc. 0.22% Add +47.8% 19,572 $1.3M
Farmers & Merchants Investments Inc. 0.03% Add +34.2% 19,478 $1.3M
Tred Avon Family Wealth, LLC 0.41% Reduce -0.6% 19,385 $1.3M
Whitener Capital Management, Inc. 0.28% Add +3.6% 19,267 $1.3M
Woodstock Corp. 0.11% No change 18,984 $1.3M
Burney Co./ 0.03% Reduce -1.1% 18,978 $1.3M
QRG Capital Management, Inc. 0.01% Add +11.7% 18,938 $1.3M
Candriam S.C.A. 0.01% Reduce -0.1% 18,956 $1.3M
Marietta Investment Partners LLC 0.22% No change 18,884 $1.3M
Advyzon Investment Management, LLC 0.09% Add +17.3% 18,850 $1.3M
Confluence Wealth Services, Inc. 0.04% Add +43.7% 18,843 $1.3M
FIL Ltd 0.00% Reduce -69.3% 18,792 $1.3M
CoreCap Advisors, LLC 0.04% Add +16.1% 18,791 $1.3M
Cohen Klingenstein LLC 0.04% No change 18,700 $1.3M
Beck Mack & Oliver LLC 0.02% No change 18,693 $1.3M
Mork Capital Management, LLC 0.81% No change 18,620 $1.3M
Trust Co. of Toledo NA 0.11% Reduce -1.1% 18,537 $1.3M
Salvus Wealth Management, LLC 0.70% Reduce -10.7% 18,361 $1.3M
Chesley Taft & Associates LLC 0.05% Add +6.5% 18,257 $1.2M
HM Payson & Co. 0.02% Reduce -4.6% 18,239 $1.2M
Radnor Capital Management, LLC 0.17% No change 18,230 $1.2M
Waters Parkerson & Co., LLC 0.06% No change 18,213 $1.2M
Canal Capital Management, LLC 0.15% Reduce -13.2% 18,194 $1.2M
City Holding Co. 0.14% Add +4.3% 18,084 $1.2M
Future Fund LLC 0.35% Add +1.3% 18,057 $1.2M
Westpac Banking Corp. 0.08% Reduce -14.1% 17,941 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -27.1% 17,926 $1.2M
Advisortrust Partners, LLC 0.42% Add +23.6% 17,786 $1.2M
Shelton Wealth Management, LLC 0.48% Add +14.6% 17,636 $1.2M
Park Avenue Securities LLC 0.01% Reduce -20.3% 17,525 $1.2M
Elmwood Wealth Management, Inc. 0.30% Reduce -0.4% 17,392 $1.2M
Stock Yards Bank & Trust Co. 0.03% Reduce -0.5% 17,280 $1.2M
Cornerstone Planning, LLC 0.27% Add +0.9% 17,280 $1.2M
Laird Norton Wetherby Trust Company, LLC 0.02% Add +1.4% 17,255 $1.2M
Total Clarity Wealth Management, Inc. 0.23% Reduce -42.4% 17,190 $1.2M
Daymark Wealth Partners, LLC 0.03% Add +29.6% 17,184 $1.2M
Praxis Investment Management Inc. 0.06% No change 17,170 $1.2M
Burke & Herbert Bank & Trust Co. 0.29% No change 17,136 $1.2M
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -26.4% 17,130 $1.2M
Canada Post Corp Registered Pension Plan 0.04% No change 17,007 $1.2M
Heritage Trust Co 0.10% Add +9.0% 16,895 $1.2M
Rossby Financial, LCC 0.21% Reduce -22.2% 16,892 $1.2M
Innovative Wealth Building LLC 0.66% Add +0.9% 16,729 $1.1M
Hartford Funds Management Co LLC 0.09% Add +8.5% 16,712 $1.1M
Compass Financial Management LLC 0.14% — 16,692 $1.1M
Avanza Fonder AB 0.02% Add +719.3% 16,575 $1.1M
Cornerstone Wealth Group, LLC 0.07% Add +3.9% 16,549 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -5.6% 16,470 $1.1M
Heritage Wealth Advisors 0.04% Add +11.4% 16,444 $1.1M
Savvy Advisors, Inc. 0.02% Add +18.9% 16,426 $1.1M
Meeder Advisory Services, Inc. 0.04% Reduce -7.2% 16,295 $1.1M
Greenwood Capital Associates LLC 0.11% Reduce -56.0% 16,216 $1.1M
Excalibur Management Corp. 0.36% Add +0.7% 16,146 $1.1M
Trust Co. of Vermont 0.04% — 16,144 $1.1M
San Luis Wealth Advisors LLC 0.17% New 16,137 $1.1M
Mgo One Seven LLC 0.02% Add +1.7% 16,134 $1.1M
NBT Bank, N.A. 0.07% Reduce -15.4% 16,131 $1.1M
Bessemer Group Inc. 0.00% Add +3.0% 16,112 $1.1M
Caprock Group, LLC 0.02% Add +134.2% 15,896 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +4.8% 15,853 $1.1M
Frec Markets, Inc. 0.10% Add +156.1% 15,809 $1.1M
Callan Family Office, LLC 0.02% Reduce -1.4% 15,676 $1.1M
Founders Financial Alliance, LLC 0.14% Reduce -2.9% 15,655 $1.1M
Haverford Trust Co 0.01% Add +1.3% 15,624 $1.1M
Blue Edge Capital, LLC 0.13% Reduce -10.9% 15,623 $1.1M
Oak Thistle LLC 0.10% New 15,515 $1.1M
Peoples Financial Services Corp. 0.45% Reduce -3.1% 15,386 $1.1M
Prosperity Consulting Group, LLC 0.04% Add +1.7% 15,295 $1.0M
Juno Financial Group LLC 0.37% Reduce -5.3% 15,288 $1.0M
Jacobi Capital Management LLC 0.05% Reduce -0.9% 15,130 $1.0M
Bokf, NA 0.01% Reduce -6.8% 15,073 $1.0M
Jeppson Wealth Management, LLC 0.30% Reduce -0.5% 15,034 $1.0M
Ceeto Capital Group, LLC 0.28% No change 15,000 $1.0M
World Investment Advisors 0.02% Reduce -11.3% 16,312 $1.0M
Patten Group, Inc. 0.16% Reduce -1.4% 14,916 $1.0M
Acorn Financial Advisory Services Inc. 0.13% Add +8.3% 14,750 $1.0M
Meridian Financial Partners LLC 0.34% Add +3.3% 14,158 $1.0M
Dominguez Wealth Management Solutions, Inc. 0.55% Add +0.9% 14,625 $999K
Olympiad Research LP 2.08% New 14,618 $998K
Bison Wealth, LLC 0.09% Reduce -18.5% 14,387 $996K
Geneos Wealth Management Inc. 0.02% Add +2.3% 14,586 $996K
Compound Planning, Inc. 0.03% Add +26.5% 14,575 $995K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -0.9% 14,551 $994K
Pittenger & Anderson Inc. 0.04% Add +18.3% 14,535 $993K
HBW Advisory Services LLC 0.09% Reduce -1.0% 14,435 $986K
Bearing Point Capital, LLC 0.13% No change 14,400 $983K
Fisher Asset Management 0.00% Add +90.3% 14,381 $982K
Sovereign Financial Group, Inc. 0.15% Reduce -0.4% 14,284 $975K
Keel Point, LLC 0.06% Add +2.5% 14,264 $974K
Aptus Capital Advisors, LLC 0.01% Add +0.3% 14,263 $974K
Navalign, LLC 0.23% Reduce -0.6% 14,149 $966K
TCW Group Inc. 0.01% Reduce -0.0% 14,091 $962K
Miller Financial Services LLC 0.77% Reduce -2.1% 14,041 $959K
HBK Sorce Advisory LLC 0.02% Add +11.0% 14,014 $957K
Brighton Jones LLC 0.02% Reduce -6.1% 13,952 $953K
Greenleaf Trust 0.01% Add +4.6% 13,941 $952K
Paradigm Capital Management, LLC 0.83% Reduce -0.4% 13,925 $951K
TCTC Holdings, LLC 0.02% No change 13,778 $941K
Wbi Investments, LLC 0.23% New 13,770 $940K
Kingswood Wealth Advisors, LLC 0.04% Add +23.5% 13,752 $939K
Essex Financial Services, Inc. 0.05% Reduce -3.7% 13,750 $939K
Agf Management Ltd. 0.00% Add +62.0% 13,737 $938K
Blue Trust, Inc. 0.01% Reduce -8.2% 13,704 $936K
Summit Financial, LLC 0.01% Add +23.7% 13,701 $936K
AlphaCore Capital LLC 0.02% Reduce -8.8% 13,648 $932K
Harbour Investments, Inc. 0.01% Reduce -33.8% 13,614 $930K
Financial Sense Advisors, Inc. 0.20% Add +0.1% 13,614 $930K
Ballentine Partners, LLC 0.01% Add +1.3% 13,577 $927K
Tema ETFs LLC 0.03% Add +10.6% 13,576 $927K
Archford Capital Strategies, LLC 0.09% Add +1.1% 13,390 $914K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -17.8% 13,390 $914K
Sigma Planning Corp 0.02% Reduce -4.7% 13,352 $912K
Clarion Wealth Managment Partners, LLC 0.74% Reduce -2.0% 13,346 $911K
Elm Partners Management LLC 0.03% No change 13,078 $893K
Arrow Financial Corp 0.08% Reduce -0.1% 13,060 $892K
Signature Estate & Investment Advisors LLC 0.02% Add +13.3% 12,945 $884K
EP Wealth Advisors, LLC 0.00% Add +6.8% 12,837 $877K
CWA Asset Management Group, LLC 0.03% Reduce -70.3% 12,833 $876K
Insigneo Advisory Services, LLC 0.03% Add +5.1% 12,791 $874K
Parcion Private Wealth LLC 0.05% Reduce -1.4% 12,750 $871K
Csenge Advisory Group 0.04% Reduce -0.8% 12,735 $870K
Simplicity Wealth,LLC 0.03% Add +4.1% 12,732 $869K
Eagle Harbor Asset Management Inc. 0.68% Reduce -1.6% 12,691 $867K
Dorsey & Whitney Trust CO LLC 0.04% Add +4.8% 12,672 $865K
Marco Investment Management LLC 0.06% Reduce -1.0% 12,634 $863K
Holderness Investments Co. 0.14% Add +0.3% 12,556 $857K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +97.6% 12,543 $857K
Redwood Investment Management, LLC 0.08% Reduce -0.3% 12,492 $853K
Wealthcare Advisory Partners LLC 0.02% Reduce -35.9% 12,481 $852K
Hendershot Investments Inc. 0.11% Reduce -0.9% 12,478 $852K
Saturna Capital Corp. 0.01% Reduce -0.7% 12,363 $852K
Legacy Wealth Asset Management, LLC 0.19% Add +0.1% 12,466 $851K
Glenview Trust Co 0.01% Reduce -25.2% 12,357 $844K
Wedmont Private Capital 0.02% Add +4.0% 11,921 $835K
UMB Bank, n.a. 0.01% Reduce -4.3% 12,204 $833K
Ables, Iannone, Moore & Associates, Inc. 0.44% Add +0.1% 12,200 $833K
Centennial Wealth Advisory LLC 0.18% Reduce -17.4% 12,154 $830K
Trivium Point Advisory, LLC 0.08% Add +3.8% 12,142 $829K
Commonwealth Retirement Investments LLC 0.22% Reduce -0.5% 12,082 $825K
Focus Partners Advisor Solutions, LLC 0.01% New 12,077 $825K
Rahlfs Capital, LLC 0.60% No change 12,050 $823K
NTV Asset Management LLC 0.08% Add +4.1% 11,966 $817K
Dover Advisors, LLC 0.33% Reduce -16.5% 13,945 $817K
Ti-Trust, Inc. 0.44% No change 11,929 $815K
Valeo Financial Advisors, LLC 0.02% Add +0.2% 11,885 $812K
Parallel Advisors, LLC 0.01% Reduce -6.3% 11,871 $811K
Adalta Capital Management LLC 0.35% Add +0.3% 11,835 $808K
Birch Hill Investment Advisors LLC 0.03% Reduce -2.2% 11,817 $807K
BCGM Wealth Management, LLC 0.17% Add +3.2% 11,801 $806K
Smartleaf Asset Management LLC 0.03% No change 11,635 $805K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +0.4% 11,731 $801K
Caldwell Trust Co 0.06% Reduce -22.0% 11,706 $799K
Anchor Investment Management, LLC 0.06% Reduce -2.4% 11,699 $799K
Main Street Group, LTD 0.20% Reduce -2.0% 11,604 $792K
Maridea Wealth Management LLC 0.09% Add +24.0% 11,493 $785K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -1.9% 11,212 $783K
Moneco Advisors, LLC 0.05% Add +7.3% 11,417 $780K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +10.1% 11,348 $775K
Venture Visionary Partners LLC 0.02% Reduce -2.9% 11,345 $775K
United Advisor Group, LLC 0.08% Add +29.9% 11,328 $774K
GWN Securities Inc. 0.13% Reduce -3.6% 11,242 $768K
1834 Investment Advisors Co. 0.09% Reduce -56.0% 11,219 $766K
Invst, LLC 0.07% Reduce -1.4% 11,208 $765K
Generali Investments CEE, investicni spolecnost, a.s. 0.04% No change 11,200 $765K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.3% 11,151 $761K
Nicolet Bankshares Inc. 0.02% Reduce -10.3% 11,064 $760K
Adams Wealth Management 0.14% Add +12.1% 11,091 $757K
AlphaStar Capital Management, LLC 0.05% Reduce -3.4% 11,072 $756K
Sax Wealth Advisors, LLC 0.03% Add +41.5% 12,180 $753K
Bay Capital Advisors, LLC 0.40% No change 10,952 $748K
Beverly Hills Private Wealth, LLC 0.14% Reduce -71.2% 10,904 $745K
Joel Isaacson & Co., LLC 0.02% Add +2.4% 10,901 $744K
Chickasaw Capital Management LLC 0.03% No change 10,872 $742K
Bluespring Wealth Management, LLC 0.01% New 10,845 $741K
Vontobel Holding Ltd. 0.00% Reduce -4.7% 10,823 $739K
Liberty One Investment Management, LLC 0.07% Reduce -2.7% 10,802 $738K
Vanguard Capital Wealth Advisors 0.50% Reduce -27.5% 10,800 $738K
Romano Brothers and Company 0.07% Reduce -3.0% 10,794 $737K
Dickmeyer Boyce Financial Management, Inc. 0.38% Add +20.6% 10,784 $736K
Advisory Alpha, LLC 0.02% Add +22.3% 10,754 $735K
New Republic Capital, LLC 0.17% Add +54.7% 10,705 $731K
Seneca House Advisors 0.26% Reduce -3.4% 10,673 $729K
Integrity Alliance, Llc. 0.02% New 10,617 $725K
Sumitomo Life Insurance Co. 0.01% Reduce -6.0% 10,557 $721K
Wedbush Securities Inc. 0.02% Reduce -32.4% 10,365 $708K
Plimoth Trust Co. LLC 0.14% Reduce -3.9% 10,360 $707K
Gsa Capital Partners LLP 0.04% Reduce -61.2% 10,360 $707K
Fidelis Capital Partners, LLC 0.04% Add +0.1% 10,328 $705K
Chemung Canal Trust Co. 0.13% Reduce -1.4% 10,319 $705K
Ingalls & Snyder LLC 0.02% Reduce -6.0% 10,271 $701K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 10,203 $697K
Capital Asset Advisory Services LLC 0.03% Add +12.4% 10,189 $696K
Cresset Asset Management, LLC 0.00% Add +69.3% 10,179 $695K
Slocum, Gordon & Co LLP 0.46% Reduce -6.6% 10,152 $693K
Cordgrass Capital Advisors, LLC 0.26% Reduce -0.3% 10,133 $692K
Hughes Financial Services, LLC 0.09% Add +0.4% 10,071 $688K
Advisors Capital Management, LLC 0.01% Add +34.3% 10,014 $684K
Verdence Capital Advisors LLC 0.04% Reduce -14.8% 10,009 $684K
Rbo & Co. LLC 0.11% Reduce -44.4% 10,000 $683K
Skandinaviska Enskilda Banken AB (publ) 0.03% New 10,000 $683K
Catalyst Financial Partners LLC 0.07% Reduce -10.4% 9,978 $681K
Triangle Securities Wealth Management 0.14% Add +13.4% 9,974 $681K
Foundations Investment Advisors, LLC 0.01% Add +4.0% 9,949 $679K
Cullen/Frost Bankers, Inc. 0.01% Reduce -2.5% 9,936 $679K
Bragg Financial Advisors, Inc 0.02% Add +11.3% 9,931 $678K
Welch Group, LLC 0.02% Add +4.4% 9,909 $677K
SouthState Bank Corp 0.03% Add +0.8% 9,899 $676K
Smith, Moore & Co. 0.04% Add +0.4% 9,875 $674K
Syon Capital LLC 0.03% Add +10.2% 9,835 $672K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -3.0% 9,833 $672K
Premier Path Wealth Partners, LLC 0.08% Add +1.8% 9,795 $669K
Capital International Sarl 0.01% Reduce -9.7% 9,795 $669K
Rockland Trust Co. 0.03% Reduce -0.9% 9,787 $668K
Modera Wealth Management, LLC 0.01% Add +1.1% 9,771 $667K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -15.0% 9,687 $662K
Institute for Wealth Management, LLC. 0.06% Reduce -0.7% 9,611 $656K
Avantra Family Wealth, Inc. 0.42% New 9,578 $654K
Sharp Wealth Advisory, LLC 0.30% Reduce -9.5% 9,516 $650K
Citizens Financial Group Inc. 0.01% Add +40.0% 9,472 $647K
Wedbush Fund Advisers, LLC 0.06% New 9,449 $645K
Legacy Financial Independent Advisors LLC 0.30% Reduce -57.0% 9,398 $642K
Fragasso Financial Advisors Inc 0.03% Reduce -0.2% 9,379 $640K
Wolverine Asset Management LLC 0.03% Add +95.4% 9,378 $640K
Edgestream Partners, L.P. 0.02% Reduce -96.2% 9,375 $640K
1620 Investment Advisors, Inc. 0.40% Reduce -0.3% 9,372 $640K
Caitong International Asset Management Co., Ltd 0.09% Add +234050.0% 9,366 $640K
Cidel Asset Management Inc. 0.03% Add +2.3% 9,258 $632K
Chesapeake Wealth Management 0.18% Add +74.5% 9,211 $629K
Boothbay Fund Management, LLC 0.01% Add +123.9% 9,143 $624K
Hardin Capital Partners, LLC 0.29% Reduce -3.2% 8,977 $619K
Hayek Kallen Investment Management 0.19% No change 9,028 $616K
DiNuzzo Private Wealth, Inc. 0.06% Add +0.9% 8,977 $613K
LVM Capital Management Ltd. 0.05% New 8,980 $613K
Kesler, Norman & Wride, LLC 0.10% New 8,899 $608K
VeraBank, N.A. 0.10% Reduce -6.4% 8,764 $598K
RFG Advisory, LLC 0.01% Add +35.7% 8,737 $597K
Camelot Portfolios, LLC 0.42% No change 8,728 $596K
Armstrong Advisory Group, Inc. 0.04% No change 8,666 $592K
Houlihan Financial Resource Group, Ltd. 0.21% Add +0.1% 8,651 $591K
Stonebridge Financial Group, LLC 0.08% — 8,647 $590K
Huber Capital Management LLC 0.09% No change 8,635 $590K
Worldquant Millennium Advisors LLC 0.00% Reduce -55.9% 8,626 $589K
United Asset Strategies, Inc. 0.04% Reduce -0.8% 8,562 $585K
Arkos Global Advisors 0.07% Add +0.6% 8,505 $581K
SS&H Financial Advisors, Inc. 0.15% — 8,493 $580K
Phoenix Wealth Advisors 0.19% Add +1.1% 8,459 $578K
Wealth Science Advisors LLC 0.26% New 8,458 $578K
Carnegie Investment Counsel 0.01% Add +4.2% 8,429 $576K
Walleye Trading LLC 0.01% New 8,412 $574K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -6.3% 8,396 $573K
Aprio Wealth Management, LLC 0.03% Add +31.1% 8,395 $573K
Birchcreek Wealth Management, LLC 0.22% Add +4.0% 8,376 $572K
Bayshore Asset Management, LLC 0.20% New 8,324 $568K
Key Financial Inc 0.09% Reduce -22.2% 8,221 $561K
Cigna Investments Inc. 0.07% Add +2.2% 8,210 $561K
Empower Advisory Group, LLC 0.00% Reduce -99.2% 8,213 $561K
Total Wealth Planning & Management, Inc. 0.41% Reduce -0.1% 8,183 $559K
V-Square Quantitative Management LLC 0.05% No change 8,183 $559K
Anchor Bay Capital, Inc. 0.30% — 8,318 $559K
Kidder Stephen W 0.14% No change 8,157 $557K
Everhart Financial Group, Inc. 0.04% Add +2.5% 8,151 $557K
Rowlandmiller & Partners.adv 0.10% No change 8,145 $556K
Elevated Capital Advisors, LLC 0.15% Reduce -54.0% 8,140 $556K
S.A. Mason LLC 0.17% No change 8,115 $554K
Spirit of America Management Corp. 0.10% Add +6.6% 8,100 $553K
CX Institutional 0.02% Reduce -15.8% 8,094 $553K
First National Trust Co 0.02% Reduce -1.9% 8,023 $548K
Lionhunter Capital Management, LLC 0.25% — 8,022 $548K
Koshinski Asset Management, Inc. 0.03% Add +1.1% 8,015 $547K
Chapman Financial Group, LLC 0.36% Reduce -1.8% 8,010 $547K
Graver Capital Management, LLC 0.39% No change 8,000 $546K
Composition Wealth, LLC 0.01% Add +1.1% 7,995 $546K
Allianz SE 0.01% Reduce -52.9% 7,980 $545K
Schonfeld Strategic Advisors LLC 0.00% New 7,968 $544K
Smithfield Trust Co 0.02% No change 7,967 $544K
World Equity Group, Inc. 0.12% New 7,961 $544K
FourThought Financial Partners, LLC 0.04% Add +3.7% 7,961 $544K
Mainstay Capital Management LLC 0.04% No change 7,959 $544K
Red Door Wealth Management, LLC 0.05% New 7,870 $537K
Investors Research Corp 0.10% Add +11.3% 7,865 $537K
Element Pointe Advisors, LLC 0.09% Add +2.2% 7,852 $536K
Harrison Street Private Wealth LLC 0.75% New 7,819 $534K
Manchester Capital Management LLC 0.07% Add +0.5% 7,773 $531K
Eastern Bank 0.01% Reduce -8.8% 7,747 $529K
RVW Wealth, LLC 0.03% No change 7,725 $528K
MBM Wealth Consultants, LLC 0.10% Add +7.2% 7,686 $525K
ICW Investment Advisors LLC 0.18% Reduce -0.5% 7,601 $519K
NorthCoast Asset Management LLC 0.01% Reduce -0.0% 7,580 $518K
Sard Wealth Management Group, LLC 0.25% Add +0.4% 7,562 $516K
Evergreen Capital Management LLC 0.01% Add +1.0% 7,550 $516K
Ameritas Investment Partners, Inc. 0.01% Reduce -1.3% 7,543 $515K
Wealth Quarterback LLC 0.16% Reduce -10.9% 7,525 $514K
Hantz Financial Services, Inc. 0.01% Add +3.1% 7,490 $512K
Register Financial Advisors LLC 0.16% Reduce -33.1% 7,442 $508K
Triumph Capital Management 0.09% Reduce -1.6% 7,440 $508K
Investors Asset Management of Georgia Inc. /Ga/ 0.18% No change 7,432 $508K
Westwood Holdings Group Inc. 0.00% New 7,413 $506K
Beacon Investment Advisors LLC 0.16% Add +0.1% 7,410 $506K
Olde Wealth Management, LLC 0.14% No change 7,417 $506K
Abacus Planning Group, Inc. 0.06% Add +3.3% 7,409 $506K
Vista Investment Management 0.15% No change 7,406 $506K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.16% No change 7,406 $506K
McMillan Office, Inc. 0.06% No change 7,393 $505K
Kentucky Trust Co 0.24% No change 7,390 $505K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.1% 7,358 $502K
Luts & Greenleigh Group, Inc. 0.38% No change 7,357 $502K
A. D. Beadell Investment Counsel, Inc. 0.32% No change 7,365 $502K
Versor Investments LP 1.06% New 7,348 $502K
Triad Wealth Partners, LLC 0.03% Reduce -8.7% 7,289 $501K
Mystic Asset Management, Inc. 0.11% Reduce -2.0% 7,307 $499K
Capital Analysts, LLC 0.01% Add +10.1% 7,289 $498K
Three Magnolias Financial Advisors, LLC 0.28% No change 7,280 $498K
Forum Financial Management, LP 0.01% Add +1.7% 7,271 $497K
Bay Rivers Group 0.17% Reduce -8.8% 7,263 $496K
Nwam LLC 0.02% Reduce -63.9% 7,260 $496K
Elevation Point Wealth Partners, LLC 0.01% Reduce -3.5% 7,187 $491K
Evermay Wealth Management LLC 0.05% Add +14.7% 7,153 $488K
Hexagon Capital Partners LLC 0.07% Reduce -5.5% 7,135 $487K
PCM Encore, LLC 0.09% Add +1.0% 7,099 $485K
Private Wealth Partners, LLC 0.03% Add +1.4% 7,050 $481K
Z3 Capital Partners, LLC 0.10% Reduce -2.7% 7,032 $480K
Balboa Wealth Partners 0.07% Add +2.9% 7,021 $479K
International Assets Investment Management, LLC 0.03% Reduce -41.7% 7,067 $479K
Stokes Family Office, LLC 0.06% Add +0.1% 6,958 $475K
Wellspring Financial Advisors, LLC 0.03% Reduce -2.0% 6,939 $475K
1ST Source Bank 0.02% No change 6,947 $474K
Campbell Deegan Wealth Management, LLC 0.34% Add +0.3% 6,943 $474K
Panagora Asset Management Inc. 0.00% No change 6,929 $473K
Greatmark Investment Partners, Inc. 0.05% Add +9.5% 6,889 $470K
Crestwood Advisors Group, LLC 0.01% Add +28.8% 6,888 $470K
Fiduciary Alliance LLC 0.03% Reduce -7.5% 6,881 $470K
71 West Capital Partners 0.02% Add +18.8% 6,881 $470K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.4% 6,856 $468K
Mutual Advisors, LLC 0.01% Reduce -1.9% 6,847 $468K
Cornerstone Advisory, LLC 0.04% Add +2.4% 6,840 $467K
Commerzbank Aktiengesellschaft 0.01% Reduce -23.9% 6,776 $463K
Continuum Advisory, LLC 0.04% Add +20.3% 6,764 $462K
A4 Wealth Advisors LLC 0.31% Reduce -15.3% 6,739 $460K
Columbia Asset Management 0.08% Add +23.6% 6,739 $460K
SevenBridge Financial Group, LLC 0.07% No change 6,827 $460K
Castle Rock Wealth Management, LLC 0.09% Reduce -2.2% 6,778 $459K
Engineers Gate Manager LP 0.01% Reduce -83.9% 6,703 $458K
Thrive Capital Management, LLC 0.09% Add +1.0% 6,682 $456K
Private Client Services, LLC 0.12% Add +14.8% 6,677 $456K
Busey Bank 0.01% No change 6,563 $448K
OLIO Financial Planning 0.11% Reduce -0.2% 6,545 $447K
Walker Asset Management, LLC 0.23% Add +0.9% 6,541 $447K
Alpha Family Trust 0.18% No change 6,540 $447K
Chicago Capital, LLC 0.01% Reduce -69.9% 6,525 $446K
Quotient Wealth Partners, LLC 0.01% Add +3.6% 6,518 $445K
First Command Advisory Services, Inc. 0.00% Reduce -18.8% 6,496 $444K
Fiduciary Group, LLC 0.03% Reduce -9.8% 6,481 $443K
Eagle Strategies LLC 0.04% Add +44.3% 6,463 $441K
Oslo Pensjonsforsikring AS 0.05% Reduce -10.5% 6,459 $441K
Eventide Asset Management, LLC 0.01% Add +10.1% 6,371 $441K
Berger Financial Group, Inc 0.02% Add +28.3% 6,450 $440K
Hudock, Inc. 0.06% No change 6,409 $438K
Xcel Wealth Management, LLC 0.11% Reduce -0.3% 6,397 $437K
SeaCrest Wealth Management, LLC 0.05% Reduce -20.3% 6,382 $436K
Souders Financial Advisors 0.04% Add +18.9% 6,288 $429K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.3% 6,288 $429K
Montag A & Associates Inc. 0.02% No change 6,245 $426K
Tandem Investment Partners LLC 0.33% Add +2.0% 6,226 $425K
Johnson Investment Counsel Inc. 0.00% Add +0.5% 6,214 $424K
Parsons Capital Management Inc. 0.02% Add +12.7% 6,203 $424K
SBI Securities Co., Ltd. 0.01% Reduce -9.0% 6,149 $420K
Sheets Smith Wealth Management 0.04% Reduce -0.0% 6,149 $420K
Members Trust Co 0.01% No change 6,142 $419K
Chicago Partners Investment Group LLC 0.01% Reduce -1.1% 5,852 $418K
Cypress Capital Group 0.04% No change 6,053 $413K
Kovack Advisors, Inc. 0.02% Reduce -2.6% 6,089 $413K
Kintra Wealth, LLC 0.02% New 5,996 $411K
Sovran Advisors, LLC 0.03% Reduce -0.7% 5,817 $411K
Hummer Financial Advisory Services Inc 0.27% No change 6,001 $410K
Main Street Financial Solutions, LLC 0.03% Add +20.3% 5,973 $408K
Angeles Wealth Management, LLC 0.02% No change 5,964 $407K
Uhlmann Price Securities, LLC 0.02% Add +10.5% 5,947 $406K
Pure Financial Advisors, LLC 0.01% Add +6.3% 5,934 $405K
Leavell Investment Management, Inc. 0.01% Reduce -13.6% 5,898 $403K
Sfmg, LLC 0.02% Add +0.6% 5,888 $402K
Howard Capital Management, LLC 0.00% New 5,876 $401K
Advisor OS, LLC 0.03% Reduce -0.9% 5,863 $400K
Outfitters Financial LLC 0.28% Reduce -11.1% 5,830 $398K
Mather Group, Llc. 0.00% Add +1.2% 5,827 $398K
St Germain D J Co. Inc. 0.01% Reduce -0.3% 5,807 $397K
Ancora Advisors LLC 0.01% Reduce -7.4% 5,805 $396K
Monetary Management Group Inc. 0.08% Add +1106.5% 5,779 $395K
Sequent Planning LLC 0.08% Add +2.2% 5,764 $394K
Pine Valley Investments Ltd Liability Co 0.02% Add +2.8% 5,757 $393K
Firethorn Wealth Partners, LLC 0.13% Reduce -9.0% 5,744 $392K
Nilsine Partners, LLC 0.03% Reduce -0.8% 5,725 $391K
Power Wealth Management LLC 0.13% New 5,715 $390K
United Bank 0.05% Add +12.2% 5,714 $390K
Avestar Capital, LLC 0.02% Reduce -3.8% 5,712 $390K
Allen Mooney & Barnes Investment Advisors LLC 0.06% Reduce -4.5% 5,708 $390K
SCS Capital Management LLC 0.00% Add +29.6% 5,703 $389K
Salem Investment Counselors Inc. 0.01% Reduce -17.9% 5,702 $389K
Xcelsior Advisor Partners LLC 0.05% Add +19.5% 5,693 $389K
Curat Global, LLC 0.32% Reduce -40.6% 3,600 $388K
Stonebridge Financial Group, LLC / MO 0.26% Add +1.4% 5,654 $386K
Supplemental Annuity Collective Trust of NJ 0.10% Reduce -2.4% 5,641 $385K
Checchi Capital Advisers, LLC 0.02% Add +2.4% 5,633 $385K
NorthRock Partners, LLC 0.01% Reduce -14.5% 5,629 $384K
Bullock Wealth Management Group 0.17% Add +10.2% 5,663 $384K
IFG Advisory, LLC 0.01% New 5,597 $382K
ZWJ Investment Counsel Inc. 0.01% Add +16.2% 5,579 $381K
Brown Miller Wealth Management, LLC 0.10% Reduce -8.3% 5,578 $381K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -1.0% 5,574 $381K
CreativeOne Wealth, LLC 0.01% Reduce -15.0% 5,572 $381K
Interchange Capital Partners, LLC 0.07% Add +17.2% 5,554 $379K
OpenArc Corporate Advisory, LLC 0.00% New 5,540 $378K
International Private Wealth Advisors LLC 0.19% Reduce -24.3% 5,505 $376K
Aviance Capital Partners, LLC 0.04% Reduce -1.1% 5,477 $374K
Siemens Fonds Invest GmbH 0.02% Add +4.4% 5,468 $373K
Hartford Financial Management Inc. 0.08% No change 5,435 $371K
LCNB Corp. 0.11% No change 5,431 $371K
Scotia Capital Inc. 0.00% Reduce -62.5% 5,407 $369K
Cypress Point Wealth Management, LLC 0.07% New 5,389 $368K
Ritholtz Wealth Management 0.01% Reduce -1.3% 5,386 $368K
RFG - Bristol Wealth Advisors, LLC 0.09% Reduce -1.2% 5,374 $367K
Bellars Harris Wealth Management, LLC 0.07% — 5,371 $367K
Cullen Capital Management, LLC 0.00% Reduce -0.2% 5,346 $365K
Junk Investment Group, LLC 0.16% No change 5,338 $365K
FCG Investment Co 0.13% Add +53.8% 5,332 $364K
Caldwell Sutter Capital, Inc. 0.14% Reduce -2.0% 5,329 $364K
StoneX Group Inc. 0.01% Add +45.0% 5,324 $363K
Commonwealth Financial Services, LLC 0.05% Add +55.4% 5,311 $363K
Linscomb Wealth, Inc. 0.02% Reduce -2.5% 5,288 $361K
Centurion Wealth Management LLC 0.09% Reduce -21.3% 5,258 $359K
Diversified Enterprises, LLC 0.02% Reduce -5.4% 5,255 $359K
Independent Financial Group, LLC 0.01% Add +8.0% 5,222 $357K
Fulton Breakefield Broenniman LLC 0.02% Reduce -17.1% 5,181 $354K
Allegheny Financial Group 0.04% Add +0.1% 5,169 $353K
Wealth Alliance, LLC 0.03% Reduce -19.4% 5,164 $353K
SmartHarvest Portfolios, LLC 0.11% New 5,162 $353K
Oakmont Investment Advisors, Inc. 0.24% No change 5,162 $352K
HF Advisory Group, LLC 0.11% Add +0.4% 5,127 $350K
Fruth Investment Management 0.08% Reduce -4.1% 5,124 $349K
D'Orazio & Associates, Inc. 0.04% No change 5,110 $349K
NFSG Corp 0.04% Add +10.6% 5,105 $349K
Summit Wealth Group LLC / Co. 0.03% Add +13.4% 5,094 $348K
Schmidt P J Investment Management Inc. 0.05% No change 5,084 $347K
Blue Fin Capital, Inc. 0.05% Reduce -3.1% 5,070 $346K
Manske Wealth Management 0.09% No change 5,034 $344K
L2 Asset Management, LLC 0.04% Add +8.9% 5,022 $343K
Thomasville National Bank 0.02% — 5,021 $343K
Hilltop Holdings Inc. 0.03% Reduce -9.0% 5,019 $343K
Longview Financial Advisors, Inc. 0.20% No change 4,996 $341K
TIAA Wealth Investment Management LLC 0.00% Add +14.0% 4,973 $340K
Compass Ion Advisors, LLC 0.03% Reduce -3.6% 4,972 $340K
Kinloch Capital, LLC 0.12% Add +8.0% 4,942 $337K
Mechanics Bank Trust Department 0.04% No change 4,885 $334K
Versant Capital Management, Inc 0.03% Add +31.2% 4,867 $332K
Campion Asset Management 0.20% Add +5.1% 4,851 $331K
Lantern Wealth Advisors, LLC 0.15% Add +9.0% 4,850 $331K
First Bank & Trust 0.05% Add +6.5% 4,827 $330K
First Citizens Bank & Trust Co. 0.00% Add +23.4% 4,823 $329K
Great Valley Advisor Group, Inc. 0.01% Reduce -14.2% 4,814 $329K
Resonant Capital Advisors, LLC 0.02% Add +8.0% 4,811 $329K
Rench Wealth Management, Inc. 0.09% Reduce -7.1% 4,805 $328K
Three Bearings Fiduciary Advisors, Inc. 0.29% Add +0.8% 4,804 $328K
Avity Investment Management Inc. 0.02% New 4,804 $328K
Aaron Wealth Advisors LLC 0.02% New 4,802 $328K
Citizens National Bank Trust Department 0.05% Reduce -3.5% 4,798 $328K
Bank & Trust Co 0.21% Add +25.4% 4,794 $327K
Meridian Financial Advisors, LLC 0.16% Add +0.8% 4,735 $323K
Lawson Kroeker Investment Management Inc. 0.09% Reduce -8.9% 4,730 $323K
Investment Partners Asset Management, Inc. 0.18% No change 4,729 $323K
Penobscot Investment Management Company, Inc. 0.02% Reduce -0.0% 4,724 $323K
Arvest Bank Trust Division 0.02% Add +9.5% 4,712 $322K
Pursuit Wealth Strategies, LLC 0.42% Reduce -5.7% 4,704 $321K
Soltis Investment Advisors LLC 0.02% Add +18.2% 4,698 $321K
Northwest Bancshares, Inc. 0.06% Reduce -6.4% 4,679 $320K
Whittier Trust Co. 0.00% No change 4,610 $319K
Headinvest, LLC 0.06% Reduce -5.1% 4,652 $318K
Sowell Financial Services LLC 0.01% Add +0.4% 4,650 $318K
Turtle Creek Wealth Advisors, LLC 0.02% Add +4.1% 4,648 $317K
Legacy Financial Advisors, Inc. 0.04% Reduce -49.8% 4,577 $313K
Aull & Monroe Investment Management Corp 0.13% Add +21.2% 4,568 $312K
one8zero8, LLC 0.06% No change 4,559 $311K
BIP Wealth, LLC 0.01% Reduce -49.2% 4,545 $310K
AMG National Trust Bank 0.01% Add +14.3% 4,543 $310K
Norris Financial Group, LLC 0.12% No change 4,530 $309K
Net Worth Advisory Group 0.08% Reduce -5.0% 4,530 $309K
Altrius Capital Management Inc 0.06% No change 4,507 $308K
Investment Planning Advisors, Inc. 0.07% New 4,499 $307K
Cobblestone Asset Management LLC 0.13% Reduce -5.5% 4,499 $307K
Aspect Partners, LLC 0.11% No change 4,476 $306K
Shelton Capital Management 0.01% Reduce -5.5% 4,441 $303K
Flynn Zito Capital Management, LLC 0.08% Add +0.7% 4,407 $301K
Alpine Global Management, LLC 0.05% New 4,402 $301K
Essex Bank 0.06% Reduce -0.5% 4,369 $298K
D.B. Root & Company, LLC 0.06% Add +3.6% 4,369 $298K
Werba Rubin Papier Wealth Management 0.04% New 4,344 $297K
Novak & Powell Financial Services, Inc. 0.14% Add +0.7% 4,340 $296K
CJM Wealth Advisers, Ltd. 0.08% Reduce -4.0% 4,332 $296K
Second Half Financial Partners, LLC 0.12% No change 4,320 $295K
Mission Wealth Management, LP 0.00% New 4,313 $295K
Mint Tower Capital Management B.V. 0.07% New 4,311 $294K
First National Bank & Trust Co. of Newtown 0.06% Reduce -24.3% 4,250 $294K
Camden National Bank 0.04% No change 4,297 $293K
Evolve Private Wealth, LLC 0.02% Reduce -4.9% 4,295 $293K
NorthCrest Asset Manangement, LLC 0.01% New 4,224 $293K
PDS Planning, Inc 0.02% Add +0.9% 4,294 $293K
Fee-Only Financial Planning, L.C. 0.16% Reduce -2.3% 4,285 $293K
Trust Point Inc. 0.02% Reduce -9.8% 4,285 $293K
Howard Financial Services, LTD. 0.03% Add +6.5% 4,268 $291K
Sterling Investment Counsel, LLC 0.07% No change 4,259 $291K
King Luther Capital Management Corp. 0.00% Reduce -1.6% 4,249 $290K
Goldstein Advisors, LLC 0.03% Add +24.1% 4,244 $290K
Investment Research Partners LLC 0.10% Add +18.0% 4,223 $288K
Fourth Dimension Wealth, LLC 0.09% Reduce -4.4% 4,203 $287K
MSH Capital Advisors LLC 0.05% Reduce -0.8% 4,193 $286K
Alliance Wealth Advisors, LLC 0.11% No change 4,184 $286K
Cahaba Wealth Management, Inc. 0.02% Reduce -6.7% 4,177 $285K
Heartwood Wealth Advisors LLC 0.02% Add +23.8% 4,169 $285K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Add +10.1% 4,163 $284K
Home Federal Bank of Tennessee 0.06% New 4,150 $283K
Nadler Financial Group, Inc. 0.02% No change 4,132 $282K
Pinnacle West Asset Management, Inc. 0.19% No change 4,100 $280K
Steelhead Wealth Management LLC 0.11% Add +3.5% 4,078 $278K
Evolution Advisers, Inc. 0.10% Add +107.6% 4,084 $278K
Morningstar Investment Management LLC 0.02% No change 4,492 $278K
Boltwood Capital Management 0.06% Reduce -2.0% 4,065 $278K
Park National Corp. 0.01% Reduce -8.9% 4,057 $277K
Violich Capital Management, Inc. 0.03% No change 4,055 $277K
Bath Savings Trust Co 0.03% New 4,055 $277K
First United Bank & Trust 0.08% Reduce -1.4% 4,054 $277K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -3.4% 4,037 $276K
Herold Advisors, Inc. 0.05% No change 4,023 $274K
Rithm Capital Corp. 0.38% New 4,000 $273K
Harvest Management LLC 0.12% New 4,000 $273K
WealthPoint Financial, LLC 0.20% Add +13.9% 3,984 $272K
Sapient Capital LLC 0.00% Reduce -58.0% 3,983 $272K
Gladstone Institutional Advisory LLC 0.01% Reduce -2.7% 3,982 $272K
Heritage Wealth Management, Inc. 0.07% Reduce -1.0% 3,975 $271K
BLB&B Advisors, LLC 0.01% Reduce -3.9% 3,974 $271K
Hamilton Wealth, LLC 0.05% Reduce -42.7% 3,973 $271K
Tompkins Financial Corp. 0.02% No change 3,970 $271K
Drive Wealth Management, LLC 0.05% Add +5.8% 3,924 $268K
Old Port Advisors 0.05% Add +10.6% 3,924 $268K
Genesis Private Wealth, LLC 0.08% Add +6.6% 3,922 $268K
Fonville Wealth Management LLC 0.04% Add +0.3% 3,919 $268K
Traphagen Investment Advisors LLC 0.02% New 3,912 $267K
AdvisorNet Financial, Inc 0.01% Add +0.8% 3,908 $267K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -9.3% 3,891 $266K
Walled Lake Planning & Wealth Management, LLC 0.07% No change 3,885 $265K
EverSource Wealth Advisors, LLC 0.01% Reduce -43.6% 3,886 $265K
Ifrah Financial Services, Inc. 0.06% Reduce -0.7% 3,873 $264K
Los Angeles Capital Management LLC 0.00% Reduce -69.3% 3,873 $264K
Welch & Forbes LLC 0.00% No change 3,870 $264K
Modern Wealth Management, LLC 0.00% New 3,864 $264K
Armstrong, Fleming & Moore, Inc 0.09% Add +0.2% 3,859 $264K
North Star Investment Management Corp. 0.01% Add +0.4% 3,852 $263K
Pines Wealth Management, LLC 0.08% Reduce -33.1% 3,844 $263K
S&A Financial Services, Inc. 0.16% Reduce -8.8% 3,829 $261K
Physician Wealth Advisors, Inc. 0.03% Add +2.2% 3,804 $260K
Diversified Trust Co. 0.00% New 3,802 $260K
Palisade Asset Management, LLC 0.02% No change 3,792 $259K
Strategic Investment Advisors / MI 0.02% Add +4.8% 3,783 $258K
Intrua Financial, LLC 0.02% Reduce -2.5% 3,767 $257K
Old North State Trust, LLC 0.13% No change 3,767 $257K
Hall Capital Management Co. Inc. 0.08% No change 3,758 $257K
GTS Securities LLC 0.01% Reduce -71.6% 3,709 $253K
Smith Thornton Advisors LLC 0.11% Add +1.7% 3,573 $253K
Federated Hermes, Inc. 0.00% Reduce -73.2% 3,676 $251K
Granite Bay Wealth Management, LLC 0.02% New 3,674 $251K
MJP Associates Inc. 0.03% Add +1.3% 3,665 $250K
Decision Investments, Inc. 0.23% Reduce -0.5% 3,656 $250K
Farmers National Bank 0.05% No change 3,650 $249K
AlphaGrep UK Ltd 0.08% Reduce -40.5% 3,647 $249K
Tower Bridge Advisors 0.02% Add +4.0% 3,644 $249K
Morton Community Bank 0.05% Reduce -20.3% 3,640 $249K
Richardson Financial Services Inc. 0.14% No change 3,640 $249K
Tempo Wealth, LLC 0.04% Add +3.0% 3,637 $248K
Howard Capital Management Group, LLC 0.02% No change 3,635 $248K
Allegiance Financial Group Advisory Services LLC 0.04% New 3,634 $248K
Searle & Co. 0.06% New 3,631 $248K
M.E. Allison & Co., Inc. 0.14% Reduce -1.2% 3,630 $248K
Kathmere Capital Management, LLC 0.01% New 3,605 $246K
Nalls Sherbakoff Group, LLC 0.17% No change 3,600 $246K
Private Trust Co. NA 0.02% Reduce -10.0% 3,592 $245K
MidAtlantic Capital Management, Inc. 0.15% Add +0.2% 3,585 $245K
Meadowbrook Wealth Management, LLC 0.26% Reduce -22.6% 3,600 $244K
CVA Family Office, LLC 0.02% Add +2.2% 3,546 $242K
MTM Investment Management, LLC 0.07% No change 3,540 $242K
Colonial Trust Co / SC 0.03% Reduce -3.3% 3,538 $242K
Sound Income Strategies, LLC 0.01% Add +4.9% 3,524 $241K
DV Trading LLC 0.02% New 3,501 $239K
Capital Management Corp. 0.04% Reduce -22.2% 3,500 $239K
Viking Fund Management LLC 0.02% No change 3,500 $239K
Mathes Company, Inc. 0.07% No change 3,500 $239K
Walkner Condon Financial Advisors LLC 0.03% Add +0.5% 3,497 $239K
Visionary Wealth Advisors 0.01% Add +0.1% 3,493 $239K
Alta Advisers Ltd 0.05% No change 3,461 $236K
Gateway Investment Advisers LLC 0.00% Reduce -31.5% 3,460 $236K
Athena Investment Management 0.14% Reduce -13.1% 3,457 $236K
GeoWealth Management, LLC 0.01% Add +3.4% 3,449 $236K
Retirement Planning Group, LLC 0.01% New 3,436 $235K
ARS Wealth Advisors Group, LLC 0.02% New 3,433 $234K
David J Yvars Group 0.11% Add +0.1% 3,417 $233K
Armor Investment Advisors, LLC 0.07% Reduce -6.4% 3,414 $233K
TRB Wealth Management, LLC 0.03% No change 3,413 $233K
Probity Advisors, Inc. 0.03% No change 3,412 $233K
Fort Washington Investment Advisors Inc. 0.00% No change 3,412 $233K
Spectrum Wealth Advisory Group, LLC 0.07% No change 3,409 $233K
William B. Walkup & Associates, Inc. 0.11% No change 3,408 $233K
Readystate Asset Management LP 0.02% New 3,407 $233K
SVB Wealth LLC 0.01% Reduce -9.7% 3,405 $233K
Flow Traders U.S. LLC 0.01% New 3,392 $232K
KCM Investment Advisors LLC 0.01% New 3,392 $232K
Prasad Wealth Partners, LLC 0.06% Add +1.0% 3,392 $232K
Berkshire Asset Management LLC 0.01% New 3,387 $231K
Oxford Financial Group, LTD. LLC 0.01% Add +0.3% 3,380 $231K
Bridges Investment Management Inc. 0.00% No change 3,366 $230K
Adirondack Trust Co. 0.07% Reduce -0.6% 3,362 $230K
AAFMAA Wealth Management & Trust LLC 0.08% No change 3,360 $229K
Intrust Bank NA 0.02% Reduce -2.6% 3,352 $229K
Marex Group Ltd 0.00% New 3,352 $229K
North Point Portfolio Managers Corp. 0.04% No change 3,350 $229K
Curi Capital, LLC 0.00% Add +2.8% 3,350 $229K
Sterling Capital Management LLC 0.00% Reduce -97.2% 3,328 $227K
Everpar Advisors LLC 0.06% New 3,320 $227K
Fiduciary Trust Co 0.00% New 3,318 $227K
Atlanta Consulting Group Advisors, LLC 0.04% New 3,312 $226K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -1.0% 3,304 $226K
Motco 0.02% Add +0.6% 3,299 $225K
Hunter Associates Investment Management LLC 0.03% No change 3,272 $225K
Purkiss Capital Advisors LLC 0.09% New 3,290 $225K
Colonial Trust Advisors 0.02% Reduce -10.4% 3,290 $225K
Eddie Patel Inc 0.13% New 3,289 $225K
Lafayette Investments, Inc. 0.04% No change 3,281 $224K
Ballast, Inc. 0.04% Reduce -5.6% 3,279 $224K
M&G PLC 0.00% No change 3,293 $224K
Farringdon Capital, Ltd. 0.11% New 3,265 $223K
Marotta Asset Management 0.04% Reduce -0.3% 3,288 $223K
Red Wave Investments LLC 0.06% New 3,258 $222K
Front Row Advisors LLC 0.06% No change 3,266 $222K
Procyon Advisors, LLC 0.01% Reduce -3.2% 3,256 $222K
MBA Advisors LLC 0.08% Reduce -3.7% 3,256 $222K
Naples Global Advisors, LLC 0.01% Add +0.1% 3,244 $222K
Earned Wealth Advisors, LLC 0.01% Reduce -26.7% 3,237 $221K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +3.9% 3,226 $220K
Pallas Capital Advisors LLC 0.01% Reduce -49.9% 3,210 $219K
Rosenberg Matthew Hamilton 0.04% No change 3,208 $219K
Flagstone Financial Management 0.05% New 3,200 $219K
Integras Partners LLC 0.12% New 3,199 $218K
Longboard Asset Management, LP 3.66% New 3,196 $218K
Chase Investment Counsel Corp. 0.05% New 3,200 $218K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -14.9% 3,192 $218K
Plancorp, LLC 0.01% New 3,079 $218K
Summit Asset Management, LLC 0.03% New 3,189 $218K
Morris Financial Concepts, Inc. 0.07% Reduce -7.7% 3,163 $216K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,155 $215K
UNIVEST FINANCIAL Corp 0.01% New 3,154 $215K
AlTi Global, Inc. 0.00% New 3,126 $213K
Family Legacy Financial Solutions, LLC 0.13% Reduce -79.0% 3,120 $213K
Optas, LLC 0.03% Reduce -49.6% 3,113 $213K
Deseret Mutual Benefit Administrators 0.07% Reduce -8.0% 3,113 $213K
MBL Wealth, LLC 0.01% New 3,109 $212K
Stonekeep Investments, LLC 0.12% New 3,101 $212K
NorthStar Asset Management LLC 0.05% New 3,103 $212K
Entrust Financial LLC 0.14% Add +0.5% 3,074 $210K
IFC Advisors LLC 0.03% New 3,065 $209K
Orleans Capital Management Corp. 0.11% New 3,053 $208K
Waterloo Capital, L.P. 0.01% New 3,050 $208K
Ipswich Investment Management Co., Inc. 0.04% New 3,050 $208K
Dudley Capital Management, LLC 0.08% Reduce -6.1% 3,047 $208K
Fiducient Advisors LLC 0.03% New 3,032 $207K
Moss Adams Wealth Advisors LLC 0.01% New 3,029 $207K
Win Advisors, Inc. 0.07% New 3,020 $206K
First Heartland Consultants, Inc. 0.01% New 3,016 $206K
Mechanics Financial Corp 0.07% No change 3,000 $205K
Proficio Capital Partners LLC 0.01% New 2,991 $204K
Cascades Capital Asset Management, LLC 0.08% No change 2,990 $204K
Flputnam Investment Management Co. 0.00% New 2,984 $204K
E Fund Management Co., Ltd. 0.00% New 2,982 $204K
WealthTrust Axiom LLC 0.05% New 2,979 $203K
Steigerwald, Gordon & Koch Inc. 0.02% Add +0.2% 2,978 $203K
Partners in Financial Planning 0.03% New 2,973 $203K
Widmann Financial Services, Inc. 0.11% Reduce -11.9% 2,961 $202K
RB Capital Management, LLC 0.04% New 2,961 $202K
Carolina Wealth Management Inc 0.09% — 2,954 $202K
Norden Group LLC 0.02% New 2,954 $202K
WASHINGTON TRUST Co 0.01% New 2,949 $201K
Newman Dignan & Sheerar, Inc. 0.04% New 2,935 $200K
Founders Financial Securities LLC 0.01% New 2,931 $200K
Aspiriant, LLC 0.00% New 2,930 $200K
BKM Wealth Management, LLC 0.07% New 2,900 $198K
Providence Capital Advisors, LLC 0.03% New 2,839 $194K
Basecamp Wealth Advisors LLC 0.04% Reduce -1.4% 2,825 $193K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +1.7% 2,825 $193K
Duncker Streett & Co. Inc. 0.03% No change 2,812 $192K
Quent Capital, LLC 0.01% Add +17.2% 2,770 $189K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.2% 2,733 $187K
Atlantic Private Wealth, LLC 0.11% Add +0.7% 2,731 $187K
Cromwell Holdings LLC 0.08% No change 2,684 $183K
Virginia Estate & Retirement Planning Advisors Inc. 0.22% New 2,665 $182K
Delta Asset Management LLC 0.01% Reduce -3.1% 2,544 $174K
HHM Wealth Advisors, LLC 0.02% No change 2,503 $171K
MJT & Associates Financial Advisory Group, Inc. 0.11% No change 2,500 $171K
American Capital Advisory, LLC 0.06% Add +10.2% 2,435 $166K
CYBER HORNET ETFs LLC 0.09% Add +2.0% 2,394 $163K
Washington Trust Advisors, Inc. 0.01% No change 2,361 $161K
GW&K Investment Management, LLC 0.00% Add +4.4% 2,360 $161K
Crews Bank & Trust 0.02% No change 2,257 $154K
Hazlett, Burt & Watson, Inc. 0.04% Add +21.7% 2,221 $151K
Costello Asset Management, INC 0.05% Add +266.7% 2,200 $150K
BNP Paribas 0.00% Reduce -18.5% 2,200 $150K
Larson Financial Group LLC 0.00% Reduce -31.0% 2,178 $149K
Parkside Financial Bank & Trust 0.01% Add +0.4% 2,156 $147K
Asset Planning,Inc 0.09% Add +0.1% 2,142 $146K
Ankerstar Wealth, LLC 0.12% Add +0.7% 2,110 $144K
Sittner & Nelson, LLC 0.05% Add +0.4% 2,107 $144K
Navigoe, LLC 0.07% Add +0.5% 2,099 $143K
Avalon Trust Co 0.01% No change 2,080 $142K
TD Private Client Wealth LLC 0.00% Reduce -91.3% 2,066 $141K
First Bancorp, Inc 0.06% New 2,042 $139K
Atlas Capital Advisors Inc. 0.02% Add +111.8% 2,038 $139K
First Financial Corp. 0.05% No change 2,000 $137K
Financial Consulate, Inc. 0.02% Add +1.5% 1,996 $136K
Tradewinds Capital Management, LLC 0.02% Add +1.0% 1,982 $135K
Transamerica Financial Advisors, LLC 0.01% Add +21.7% 1,920 $131K
GGM Financial LLC 0.05% Add +1.0% 1,852 $126K
City State Bank 0.03% No change 1,806 $123K
Financial Gravity Companies, Inc. 0.02% — 1,757 $120K
Cape Investment Advisory, Inc. 0.03% New 1,755 $120K
Fairway Wealth LLC 0.03% No change 1,750 $120K
Summit Securities Group LLC 0.02% Add +1142.9% 1,740 $119K
Glen Eagle Advisors, LLC 0.01% Add +69.5% 1,737 $119K
Independence Bank of Kentucky 0.01% Reduce -11.7% 1,701 $116K
Alpine Bank Wealth Management 0.01% New 1,692 $116K
Y.D. More Investments Ltd 0.00% Add +3.7% 1,691 $115K
Union Savings Bank 0.05% No change 1,679 $115K
Burkett Financial Services, LLC 0.04% Reduce -51.3% 1,663 $114K
SHP Wealth Management 0.01% Add +2.4% 1,659 $113K
Crewe Advisors LLC 0.01% Add +1.6% 1,657 $113K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +2.3% 1,623 $111K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +53.9% 1,600 $109K
Silvant Capital Management LLC 0.00% No change 1,591 $109K
Grove Bank & Trust 0.01% Reduce -8.0% 1,579 $108K
Optiver Holding B.V. 0.00% Add +288.0% 1,548 $106K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -21.0% 1,541 $105K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,533 $105K
FWL Investment Management, LLC 0.02% No change 1,490 $102K
MCF Advisors LLC 0.00% No change 1,410 $96K
Harbor Investment Advisory, LLC 0.01% No change 1,393 $95K
Valley National Advisers Inc. 0.01% Add +3.0% 1,384 $95K
LifeSteps Financial, Inc. 0.04% New 1,364 $93K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -44.6% 1,364 $93K
Montgomery Financial Services LLC 0.08% — 1,350 $92K
Planning Strategies Inc. 0.06% — 1,336 $91K
Walleye Capital LLC 0.00% Reduce -79.3% 1,294 $88K
Zions Bancorporation, National Association 0.01% Add +2.8% 1,278 $87K
GHP Investment Advisors, Inc. 0.00% Add +0.9% 1,271 $87K
Private Wealth Management Group, LLC 0.02% No change 1,252 $86K
Logan Capital Management Inc. 0.00% — 1,250 $85K
PlanVest Financial, Inc 0.06% Add +0.3% 1,240 $85K
Piscataqua Savings Bank 0.06% Reduce -18.5% 1,237 $84K
Gill Capital Partners, LLC 0.02% Add +43.7% 1,207 $82K
Parvin Asset Management, LLC 0.07% No change 1,200 $82K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +10.4% 1,184 $81K
Bfsg, LLC 0.01% No change 1,176 $80K
Ostrum Asset Management 0.00% Reduce -32.8% 1,162 $79K
Millstone Evans Group, LLC 0.04% No change 1,142 $78K
Bruce G. Allen Investments, LLC 0.05% Reduce -0.3% 1,120 $76K
Oakworth Capital, Inc. 0.00% No change 1,120 $76K
Trifecta Capital Advisors, LLC 0.01% No change 1,100 $75K
Owl Creek Wealth Partners LLC 0.02% Add +2.8% 1,099 $75K
NBH Bank 0.03% — 1,092 $75K
Bangor Savings Bank 0.01% Reduce -0.3% 1,061 $72K
Pinnacle Bancorp, Inc. 0.02% Reduce -2.9% 1,040 $71K
SOA Wealth Advisors, LLC. 0.01% Reduce -12.5% 1,004 $69K
Gleason Group, Inc. 0.01% Reduce -16.0% 1,002 $68K
Atwood & Palmer Inc. 0.00% No change 1,000 $68K
LRI Investments, LLC 0.01% Add +3.4% 978 $67K
Aventura Private Wealth, LLC 0.02% No change 973 $66K
Coastline Trust Co 0.01% No change 972 $66K
KERR FINANCIAL PLANNING Corp 0.07% Add +384.3% 954 $65K
Financial Management Professionals, Inc. 0.01% Reduce -5.0% 950 $65K
Regatta Research & Money Management 0.06% — 943 $64K
Leo H. Evart, Inc. 0.05% Reduce -21.6% 928 $63K
Quest 10 Wealth Builders, Inc. 0.05% Add +4.2% 924 $63K
SWAN Capital LLC 0.02% No change 922 $63K
MeadowBrook Investment Advisors LLC 0.05% No change 900 $61K
Ascentis Independent Advisors 0.16% Reduce -69.6% 851 $58K
Webster Bank, N. A. 0.01% Reduce -19.1% 846 $58K
JPL Wealth Management, LLC 0.01% Add +8.6% 844 $58K
Kingdom Financial Group LLC. 0.01% New 842 $58K
Hilltop National Bank 0.01% Add +13.8% 823 $56K
Addison Advisors LLC 0.03% Reduce -29.8% 814 $56K
MV Capital Management, Inc. 0.00% Add +5.2% 803 $55K
N.E.W. Advisory Services LLC 0.00% Reduce -2.9% 799 $55K
Leonteq Securities AG 0.00% Reduce -79.7% 780 $53K
Archer Investment Corp 0.01% Add +0.3% 764 $52K
Flagship Wealth Advisors, LLC 0.01% Add +111.1% 760 $52K
Westside Investment Management, Inc. 0.01% No change 745 $51K
Keating Financial Advisory Services, Inc. 0.01% Add +30.7% 736 $50K
Corsicana & Co. 0.02% No change 725 $50K
Decker Retirement Planning Inc. 0.02% No change 724 $49K
Murphy & Mullick Capital Management Corp 0.03% No change 718 $49K
CNB Bank 0.02% Reduce -17.3% 715 $49K
Meramec Financial Planners, LLC 0.02% Add +13520.0% 681 $48K
Canton Hathaway, LLC 0.01% No change 700 $48K
Blume Capital Management, Inc. 0.01% No change 700 $48K
Tiaa Trust, National Association 0.00% Add +90.7% 700 $48K
Adkins Seale Capital Management LLC 0.04% No change 694 $47K
CGC Financial Services, LLC 0.01% No change 681 $47K
Southern Michigan Bank & Trust 0.02% No change 665 $45K
Capital Advisors, Ltd. LLC 0.00% No change 666 $45K
Golden State Wealth Management, LLC 0.00% Add +140.5% 647 $44K
Lanark Financial, Inc. 0.00% Reduce -27.5% 646 $44K
Center for Financial Planning, Inc. 0.00% No change 641 $44K
Beacon Investment Advisory Services, Inc. 0.00% No change 620 $42K
Cornerstone Planning Group LLC 0.01% Add +0.7% 595 $42K
Fiduciary Financial Advisors 0.00% New 611 $42K
Byrne Asset Management LLC 0.02% No change 605 $41K
Pillar Financial Advisors, LLC 0.02% No change 600 $41K
Kimelman & Baird, LLC 0.00% No change 600 $41K
Copos Capital B.V. 0.01% — 594 $41K
Boyd Watterson Asset Management LLC 0.01% No change 557 $38K
Foster Dykema Cabot & Partners, LLC 0.00% No change 550 $38K
VSM Wealth Advisory, LLC 0.01% Add +1.0% 522 $36K
Clearstead Trust, LLC 0.00% Reduce -26.4% 517 $35K
Gen-Wealth Partners Inc 0.01% No change 511 $35K
Community Bank, N.A. 0.00% New 508 $35K
Burnham & Co LLC 0.03% — 500 $34K
Advocate Investing Services LLC 0.03% No change 500 $34K
Hickory Point Bank & Trust 0.02% No change 500 $34K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $34K
Old Second National Bank of Aurora 0.01% No change 500 $34K
Arlington Trust Co LLC 0.00% Add +47.1% 500 $34K
Roble, Belko & Company, Inc 0.00% No change 500 $34K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6.9% 494 $34K
Blueline Advisors LLC 0.02% No change 486 $33K
Bare Financial Services, Inc 0.01% Add +14.2% 483 $33K
Ossiam 0.00% Add +10.8% 483 $33K
Beacon Financial Strategies CORP 0.02% Add +269.2% 480 $33K
TD Waterhouse Canada Inc. 0.00% No change 475 $32K
Horizon Financial Services, LLC 0.01% Add +34.5% 468 $32K
New Age Alpha Advisors, LLC 0.00% New 465 $32K
Silver Grove Financial Group, Inc. 0.02% New 460 $31K
Frazier Financial Advisors, LLC 0.02% No change 457 $31K
Sachetta, LLC 0.01% Add +7.5% 432 $30K
Vanguard National Trust Co 0.00% No change 429 $29K
Access Investment Management LLC 0.01% No change 425 $29K
JFS Wealth Advisors, LLC 0.00% Reduce -61.7% 410 $28K
Gladwyn Financial Advisors, Inc. 0.02% Add +1.0% 408 $28K
Dynamic Wealth Strategies, LLC 0.01% Reduce -5.6% 402 $27K
Wilkerson Advisory Group LLC 0.01% Add +13.8% 397 $27K
Stone House Investment Management, LLC 0.00% Reduce -35.1% 385 $26K
Plante Moran Financial Advisors, LLC 0.00% Reduce -22.9% 378 $26K
Capula Management Ltd 0.00% Reduce -74.0% 372 $25K
CrossGen Wealth, LLC 0.02% No change 361 $25K
Wolff Wiese Magana LLC 0.01% No change 360 $25K
Creative Financial Designs Inc. 0.00% Add +61.5% 357 $24K
Strategic Investment Solutions, Inc. 0.01% Reduce -88.0% 356 $24K
Sit Investment Associates Inc. 0.00% No change 349 $24K
Country Trust Bank 0.00% Add +28.0% 347 $24K
Covestor Ltd 0.01% Add +5.5% 325 $22K
Avion Wealth 0.00% Add +14.3% 335 $22K
Joseph Group Capital Management 0.00% Reduce -14.1% 316 $22K
Fortitude Family Office, LLC 0.00% Add +31.9% 310 $21K
Buck Wealth Strategies, LLC 0.00% New 302 $21K
Highland Investment Advisors LLC 0.01% — 302 $21K
Investors Portfolio Services LLC 0.02% No change 300 $20K
ESL Trust Services, LLC 0.00% No change 300 $20K
Kings Path Partners LLC 0.01% New 298 $20K
Park Place Capital Corp 0.00% Add +83.1% 293 $20K
Kroeger Financial Partners 0.02% — 289 $20K
Westfuller Advisors, LLC 0.01% Reduce -8.3% 287 $20K
Signature Equity Partners, LLC 0.01% No change 286 $20K
S&T Bank 0.01% No change 285 $19K
Essential Partners LLC 0.01% Reduce -97.2% 280 $19K
Miller Wealth Advisors, LLC 0.01% No change 280 $19K
West Paces Advisors Inc. 0.00% New 276 $19K
Johnson Financial Group, Inc. 0.00% Reduce -6.5% 275 $19K
BankPlus Trust Department 0.00% No change 268 $18K
Morse Asset Management, Inc 0.00% No change 265 $18K
BOK Financial Private Wealth, Inc. 0.00% Add +39.9% 263 $18K
Security National Bank 0.00% No change 259 $18K
Smallwood Wealth Investment Management, LLC 0.01% No change 258 $18K
Evolution Wealth Management Inc. 0.01% Reduce -10.8% 256 $17K
Cornerstone Financial Management LLC 0.01% Add +116.1% 255 $17K
True Wealth Design, LLC 0.00% Add +25.3% 253 $17K
Trust Co 0.00% No change 252 $17K
StrongBox Wealth, LLC 0.00% New 250 $17K
Ares Financial Consulting, LLC 0.01% No change 247 $17K
Legacy Bridge, LLC 0.01% No change 245 $17K
Dogwood Wealth Management LLC 0.01% Add +31.9% 244 $17K
Highline Wealth Partners LLC 0.00% Add +7.7% 239 $16K
Pingora Partners LLC 0.01% No change 235 $16K
Birchwood Financial Partners, Inc. 0.01% No change 232 $16K
CBIZ Investment Advisory Services, LLC 0.00% No change 250 $15K
Winch Advisory Services, LLC 0.00% Add +0.5% 224 $15K
Ameriflex Group, Inc. 0.01% Reduce -44.2% 222 $15K
First Pacific Financial 0.00% New 221 $15K
Prestige Wealth Management Group LLC 0.00% No change 214 $15K
Acima Private Wealth, LLC 0.00% No change 213 $15K
Gables Capital Management Inc. 0.01% No change 210 $14K
Nemes Rush Group LLC 0.00% No change 209 $14K
Rakuten Securities, Inc. 0.00% Add +4.0% 206 $14K
1015 Capital Partners, LLC 0.01% Add +1.0% 204 $14K
SIMA Wealth Partners, LLC 0.01% No change 200 $14K
Cetera Trust Company, N.A 0.01% No change 200 $14K
Operose Advisors LLC 0.00% Reduce -32.0% 200 $14K
Boreal Capital Management LLC 0.01% No change 190 $13K
Bell Investment Advisors, Inc 0.00% Add +4.5% 184 $13K
Lloyd Advisory Services, LLC. 0.00% New 176 $12K
Nvwm, LLC 0.00% Add +3.0% 173 $12K
SJS Investment Consulting Inc. 0.00% Add +34.9% 170 $12K
Pacific Center for Financial Services 0.00% No change 168 $11K
Ramirez Asset Management, Inc. 0.00% No change 166 $11K
Medallion Wealth Advisors, LLC 0.00% No change 165 $11K
Abound Wealth Management 0.00% Reduce -57.9% 163 $11K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 160 $11K
Signature Resources Capital Management, LLC 0.00% No change 161 $11K
Kennebec Savings Bank 0.01% No change 160 $11K
Asset Dedication, LLC 0.00% Add +1.3% 155 $11K
Newton One Investments LLC 0.00% Add +1.3% 155 $11K
Tounjian Advisory Partners, LLC 0.00% Reduce -99.4% 150 $10K
IMG Wealth Management, Inc. 0.01% Add +33.9% 150 $10K
Barrett & Company, Inc. 0.00% No change 150 $10K
New England Capital Financial Advisors LLC 0.00% No change 148 $10K
Synergy Investment Management, LLC 0.00% Add +12.4% 145 $10K
Marquette Asset Management, LLC 0.00% Reduce -22.4% 142 $10K
Kelleher Financial Advisors 0.00% New 138 $9K
Markowski Investments 0.00% — 138 $9K
Prosperity Bancshares Inc 0.01% No change 134 $9K
Lodestone Wealth Management LLC 0.00% Reduce -35.0% 126 $9K
Bayban 0.01% No change 125 $9K
Rialto Wealth Management, LLC 0.00% Add +92.1% 121 $8K
Bay Harbor Wealth Management, LLC 0.00% Add +29.0% 120 $8K
Community Financial Services Group, LLC 0.00% No change 120 $8K
WPG Advisers, LLC 0.00% No change 118 $8K
Wealth Enhancement Trust Services, Inc. 0.00% Add +61.1% 116 $8K
Kilter Group LLC 0.00% No change 115 $8K
Elevation Wealth Partners, LLC 0.00% Add +189.7% 113 $8K
Bank of New Hampshire 0.00% Reduce -97.1% 110 $8K
Vision Financial Markets LLC 0.01% Add +0.9% 106 $7K
Raffa Wealth Management, LLC 0.00% Add +22.6% 103 $7K
Activest Wealth Management 0.00% New 97 $7K
Allied Private Wealth LLC 0.00% — 89 $6K
Measured Wealth Private Client Group, LLC 0.00% No change 91 $6K
Dunhill Financial, LLC 0.00% No change 82 $6K
POM Investment Strategies, LLC 0.01% No change 82 $6K
Brooklyn FI, LLC 0.00% New 78 $6K
Clark Wealth Partners 0.00% Reduce -14.1% 73 $5K
Strategic Wealth Partners, Ltd. 0.00% Add +5.9% 72 $5K
Accordant Advisory Group Inc 0.00% No change 71 $5K
Carolina Wealth Advisors, LLC 0.00% No change 70 $5K
High Note Wealth, LLC 0.00% Add +84.2% 70 $5K
Key Capital Management, INC 0.00% No change 66 $5K
Beaird Harris Wealth Management, LLC 0.00% No change 62 $4K
Benson Wealth Management INC 0.00% No change 60 $4K
J.Safra Asset Management Corp 0.00% No change 60 $4K
Principia Wealth Advisory, LLC 0.00% Add +13.5% 59 $4K
Ogorek Anthony Joseph /NY/ 0.00% No change 65 $4K
Penserra Capital Management LLC 0.00% Reduce -4.0% 72 $4K
Basepoint Wealth LLC 0.00% New 58 $4K
Kozak & Associates, Inc. 0.00% Reduce -15.9% 58 $4K
Thompson Investment Management, Inc. 0.00% No change 56 $4K
Princeton Global Asset Management LLC 0.00% Reduce -72.5% 55 $4K
EFG International AG 0.00% Reduce -88.9% 52 $4K
Strive Financial Group ,LLC 0.00% No change 50 $3K
United Community Bank 0.00% No change 48 $3K
Creative Capital Management Investments LLC 0.00% New 47 $3K
Virtus Advisers, LLC 0.00% Reduce -98.6% 44 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 44 $3K
Valued Wealth Advisors LLC 0.00% Add +2.5% 41 $3K
WestEnd Advisors, LLC 0.00% Add +10.8% 41 $3K
Tidemark, LLC 0.00% No change 40 $3K
Strengthening Families & Communities, LLC 0.00% Add +45.8% 35 $2K
Burk Holdings LLC 0.00% No change 34 $2K
Global Trust Asset Management, LLC 0.00% No change 34 $2K
Cheviot Value Management, LLC 0.00% No change 34 $2K
HFM Investment Advisors, LLC 0.00% Add +106.7% 31 $2K
MPWM Advisory Solutions, LLC 0.00% No change 29 $2K
TFC Financial Management, Inc. 0.00% Add +92.9% 27 $2K
JNBA Financial Advisors 0.00% New 26 $2K
Davis Capital Management 0.00% Add +200.0% 24 $2K
Sunrise Financial Services, LLC 0.00% No change 24 $2K
Graney & King, LLC 0.00% No change 22 $2K
Quaker Wealth Management, LLC 0.00% Add +53.9% 20 $1K
Pin Oak Investment Advisors Inc. 0.00% New 12 $1K
Coston, McIsaac & Partners 0.00% Add +4.8% 22 $1K
Retirement Wealth Solutions LLC 0.00% Add +40.0% 14 $957
MidFirst Bank 0.00% No change 14 $956
Nvest Wealth Strategies, Inc. 0.00% No change 13 $888
Fortis Group Advisors, LLC 0.00% No change 13 $888
Mascoma Wealth Management LLC 0.00% No change 12 $819
Torren Management, LLC 0.00% No change 11 $733
Axiom Investment Management LLC 0.00% New 10 $683
Seneschal Advisors, LLC 0.00% Add +25.0% 10 $683
Aberdeen Wealth Management LLC 0.00% New 10 $683
REAP Financial Group, LLC 0.00% No change 10 $683
Phillip James Consulting Co. 0.00% No change 9 $615
Provenance Wealth Advisors, LLC 0.00% New 8 $546
Raleigh Capital Management Inc. 0.00% Reduce -12.5% 7 $490
West Branch Capital LLC 0.00% No change 6 $410
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 6 $410
Morton Brown Family Wealth, LLC 0.00% Reduce -84.6% 6 $410
DecisionPoint Financial, LLC 0.00% New 6 $407
Halbert Hargrove Global Advisors, LLC 0.00% New 5 $321
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $205
IMA Advisory Services, Inc. 0.00% New 3 $205
Maryland Capital Advisors Inc. 0.00% — 2 $137
3 Factor Indexing, LLC 0.00% No change 1 $69
Roxbury Financial LLC 0.00% No change 1 $68
Meeder Asset Management Inc. 0.00% No change 1 $68
Mosley Wealth Management 0.00% New 1 $68

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