Duke EnergyDUK

13F holders, Q3 2024 (September 30)
2,062holders +96
169new positions
77sold out
10famous investors
$113.77avg. 13F price*

At the end of Q3 2024, 2,062 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 96 from Q2 2024. 169 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($8.3B), BlackRock, Inc. ($7.0B) and State Street Corp. ($4.6B). 10 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).

Company
Duke Energy Corp.
Sector
Utilities
CUSIP
26441C204
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,902Q1 2024Q2 2024: 1,966Q2 2024Q3 2024: 2,062Q3 2024Q4 2024: 2,191Q4 2024Q1 2025: 2,257Q1 2025Q2 2025: 2,270Q2 2025Q3 2025: 2,330Q3 2025Q4 2025: 2,399Q4 2025Q1 2026: 2,483Q1 2026Q2 2026: 2,489Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions169$503.1M
Exits77$208.0M

All 13F filers, Q2 2024 → Q3 2024: 32,653,921 shares bought and 22,462,928 shares sold, net +10,190,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,062 holders

Vanguard Group Inc. 0.15% Add +1.2% 72,106,885 $8.3B
BlackRock, Inc. 0.15% — 60,465,066 $7.0B
State Street Corp. 0.19% Add +4.4% 39,870,965 $4.6B
Massachusetts Financial Services Co. 0.62% Reduce -1.6% 17,972,933 $2.1B
Wellington Management Group LLP 0.36% Reduce -8.6% 17,829,816 $2.1B
Geode Capital Management, LLC 0.16% Add +2.6% 17,488,176 $2.0B
Morgan Stanley 0.09% Add +2.0% 11,199,186 $1.3B
Capital Research Global Investors 0.25% Reduce 0.0% 10,227,737 $1.2B
Bank of America Corp. 0.09% Reduce -4.4% 8,705,482 $1.0B
Charles Schwab Investment Management Inc. 0.19% Reduce -1.9% 8,426,880 $971.8M
Royal Bank of Canada 0.21% Reduce -1.3% 8,145,536 $939.2M
Franklin Resources Inc. 0.27% Reduce -6.5% 8,137,647 $936.6M
Northern Trust Corp. 0.14% Reduce -3.7% 7,501,421 $864.9M
FMR LLC 0.05% Reduce -3.6% 7,392,633 $852.4M
Legal & General Group Plc 0.18% Reduce -3.8% 5,971,899 $688.6M
Bank of New York Mellon Corp 0.11% Reduce -1.9% 5,050,756 $582.4M
Invesco Ltd. 0.10% Add +3.9% 4,538,476 $523.3M
GQG Partners LLC 0.79% Add +69.0% 4,393,664 $506.6M
Nuveen Asset Management, LLC 0.14% Add +33.7% 4,213,697 $491.3M
American Century Companies Inc. 0.28% Reduce -26.7% 4,179,533 $481.9M
Wells Fargo & Company 0.11% Reduce -6.1% 3,787,199 $436.7M
State Farm Mutual Automobile Insurance Co. 0.36% No change 3,569,308 $411.5M
California Public Employees Retirement System 0.29% Reduce -4.8% 3,567,239 $411.3M
UBS Group AG 0.11% Add +25.1% 3,496,778 $403.2M
Macquarie Group Ltd. 0.42% Reduce -13.3% 3,336,189 $384.7M
Goldman Sachs Group Inc. 0.07% Add +4.9% 3,302,156 $380.7M
JPMorgan Chase & Co. 0.03% Reduce -4.2% 3,293,098 $379.7M
Neuberger Berman Group LLC 0.29% Reduce -25.1% 3,276,098 $377.8M
Federated Hermes, Inc. 0.79% Reduce -42.7% 3,114,927 $359.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -12.1% 3,107,340 $358.3M
Cohen & Steers, Inc. 0.63% Add +18.5% 3,051,932 $351.9M
Mitsubishi UFJ Trust & Banking Corp 0.75% Reduce -10.1% 2,852,899 $328.9M
Mackenzie Financial Corp. 0.41% Add +24.0% 2,545,148 $293.5M
Caisse de depot et placement du Quebec 0.54% Reduce -2.5% 2,363,345 $272.5M
Swiss National Bank 0.17% Add +0.3% 2,290,641 $264.1M
Raymond James & Associates 0.16% Reduce -8.2% 2,266,466 $261.3M
Cullen Capital Management, LLC 2.75% Reduce -5.9% 2,192,891 $252.8M
Envestnet Asset Management Inc. 0.08% Reduce -13.0% 2,150,404 $247.9M
Barclays PLC 0.10% Add +1.8% 2,011,542 $231.9M
Ensign Peak Advisors, Inc 0.40% Reduce -2.2% 1,971,483 $227.3M
Amundi 0.08% Add +6.9% 1,927,065 $213.3M
Dimensional Fund Advisors LP 0.05% Add +1.4% 1,842,580 $212.5M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +1.0% 1,810,125 $208.7M
National Pension Service 0.20% Add +13.3% 1,780,385 $205.3M
Citadel Advisors 0.20% Add +9668.3% 1,641,069 $189.2M
T. Rowe Price Associates Inc. 0.02% Add +29.8% 1,600,460 $184.5M
Arrowstreet Capital, Limited Partnership 0.16% Add +1233.8% 1,595,860 $184.0M
LPL Financial LLC 0.08% Reduce -3.3% 1,572,402 $181.3M
Bank of Montreal 0.08% Add +4.0% 1,504,194 $174.4M
First Trust Advisors LP 0.16% Reduce -2.9% 1,493,211 $172.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.07% Reduce -5.2% 1,468,251 $169.3M
Zimmer Partners, LP 3.12% New 1,442,000 $166.3M
Rhumbline Advisers 0.14% Reduce -2.9% 1,354,637 $156.2M
Bessemer Group Inc. 0.25% Add +0.8% 1,331,482 $153.5M
Deutsche Bank AG 0.06% Add +35.4% 1,306,194 $150.6M
Canada Pension Plan Investment Board 0.14% Reduce -5.5% 1,276,956 $147.2M
Victory Capital Management Inc. 0.14% Reduce -3.3% 1,259,244 $145.2M
HSBC Holdings PLC 0.09% Add +18.9% 1,251,733 $144.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +10.4% 1,134,838 $130.8M
Empower Advisory Group, LLC 0.44% Add +1.8% 1,124,889 $129.7M
Great Lakes Advisors, LLC 1.07% Add +0.9% 1,107,397 $127.7M
Ameriprise Financial Inc. 0.03% Reduce -1.3% 1,104,235 $127.3M
Thrivent Financial for Lutherans 0.24% Add +9.4% 1,096,310 $126.4M
Qube Research & Technologies Ltd 0.21% Add +545.6% 1,011,285 $116.6M
Mariner, LLC 0.21% Reduce -1.3% 1,009,530 $116.4M
Voya Investment Management LLC 0.14% Reduce -13.2% 1,002,957 $115.6M
Brookfield Corp 0.65% Add +112.6% 1,002,811 $115.6M
Nordea Investment Management AB 0.13% Add +25.2% 998,969 $115.1M
Russell Investments Group, Ltd. 0.17% Add +3.1% 987,134 $113.8M
BNP Paribas Financial Markets 0.11% Reduce -25.3% 975,541 $112.5M
California State Teachers Retirement System 0.13% Reduce -6.3% 960,260 $110.7M
Principal Financial Group Inc. 0.06% Add +4.1% 960,178 $110.7M
Capital Wealth Planning, LLC 1.03% Reduce -0.3% 953,763 $110.0M
Manufacturers Life Insurance Company, The 0.09% Add +0.7% 921,351 $106.2M
Marshall Wace, LLP 0.13% Add +418.0% 857,779 $98.9M
AQR Capital Management 0.13% Add +54.3% 849,046 $97.4M
New York State Common Retirement Fund 0.13% Reduce -6.9% 837,363 $96.5M
Alliancebernstein L.P. 0.03% Reduce -1.8% 800,942 $92.3M
Cincinnati Insurance Co. 1.53% No change 794,816 $91.6M
Raymond James Financial Services Advisors, Inc. 0.12% Add +0.1% 766,892 $88.4M
State Board of Administration of Florida Retirement System 0.17% Reduce -1.1% 763,483 $88.0M
Korea Investment CORP 0.21% Add +24.6% 751,822 $86.7M
Truist Financial Corp. 0.13% Reduce -8.9% 735,700 $84.8M
Assenagon Asset Management S.A. 0.17% Add +11.6% 734,342 $84.7M
Stifel Financial Corp. 0.09% Reduce -7.9% 705,490 $81.3M
Verition Fund Management LLC 0.62% Add +32.1% 705,226 $81.3M
Schroder Investment Management Group 0.08% Add +49.0% 698,646 $81.0M
Natixis Advisors, LLC 0.15% Add +4.0% 685,675 $79.1M
New York State Teachers Retirement System 0.16% Reduce -5.7% 665,520 $76.7M
Sei Investments Co. 0.10% Reduce -5.8% 664,656 $76.6M
Janney Montgomery Scott LLC 0.21% Reduce -1.6% 648,624 $74.8M
Citigroup Inc. 0.07% Reduce -7.7% 647,748 $74.7M
Focus Partners Wealth 0.23% Add +54.3% 633,212 $73.0M
Bartlett & Co. Wealth Management LLC 1.03% Reduce -0.7% 619,741 $71.5M
Wealth Enhancement Advisory Services, LLC 0.15% Add +27.7% 595,609 $68.7M
Maple-Brown Abbott Ltd 6.71% Reduce -18.2% 586,480 $67.6M
Prudential Financial Inc. 0.10% Reduce -24.4% 584,707 $67.4M
HighTower Advisors, LLC 0.10% Add +14.7% 581,498 $67.0M
Commonwealth Equity Services, LLC 0.10% Add +3.5% 578,238 $66.7M
Adage Capital Partners Gp, L.L.C. 0.12% Reduce -45.8% 577,713 $66.6M
Old Republic International Corp. 2.42% No change 560,731 $64.7M
Teacher Retirement System of Texas 0.31% Add +130.6% 560,189 $64.6M
Fort Washington Investment Advisors Inc. 0.39% Reduce -0.8% 557,993 $64.3M
Bank of Nova Scotia 0.13% Add +546.8% 542,195 $62.5M
Baird Financial Group, Inc. 0.12% Reduce -0.4% 534,152 $61.6M
PNC Financial Services Group, Inc. 0.04% Reduce -5.0% 519,471 $59.9M
Brandywine Global Investment Management, LLC 0.39% Add +10.7% 503,891 $58.0M
National Bank of Canada 0.07% Add +93.5% 483,769 $55.8M
Epoch Investment Partners, Inc. 0.25% Add +2.9% 481,349 $55.5M
Junto Capital Management LP 1.24% Reduce -15.4% 479,335 $55.3M
Toronto Dominion Bank 0.09% Add +14.2% 460,151 $53.1M
Allspring Global Investments Holdings, LLC 0.08% Add +34.6% 451,484 $52.1M
State of Wisconsin Investment Board 0.13% Add +6.0% 446,545 $51.5M
CANADA LIFE ASSURANCE Co 0.09% Add +4.5% 443,332 $51.2M
Clark Capital Management Group, Inc. 0.35% Add +47.9% 442,315 $51.0M
Man Group plc 0.15% Add +982.7% 442,117 $51.0M
Cetera Investment Advisers 0.11% Reduce -1.0% 430,843 $49.7M
Zurich Insurance Group Ltd 0.42% New 428,084 $49.4M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -2.0% 416,068 $48.0M
Vaughan David Investments LLC 1.08% Add +0.5% 408,437 $47.1M
Captrust Financial Advisors 0.14% Add +1.6% 402,248 $46.4M
US Bancorp \de 0.06% Reduce -1.8% 398,518 $45.9M
WestEnd Advisors, LLC 1.11% Add +0.6% 392,287 $45.2M
Royal London Asset Management Ltd. 0.11% Reduce -4.7% 372,851 $43.0M
Advisors Capital Management, LLC 0.70% Add +2.8% 370,859 $42.8M
Pictet Asset Management Holding SA 0.05% Reduce -0.7% 369,204 $42.6M
Duff & Phelps Investment Management Co. 0.48% Reduce -0.6% 365,058 $42.1M
Asset Management One Co., Ltd. 0.15% Add +0.4% 363,104 $41.9M
D. E. Shaw & Co. 0.06% Add +4759.8% 361,519 $41.7M
Jones Financial Companies LLLP 0.04% Add +74.5% 355,789 $41.2M
Morningstar Investment Services LLC 0.42% Reduce -1.2% 355,284 $41.2M
TD Asset Management Inc 0.04% Add +9.6% 354,873 $41.2M
Crawford Investment Counsel Inc. 0.70% Add +0.0% 356,828 $41.1M
M&T Bank Corp 0.13% Add +4.3% 355,292 $41.0M
Public Employees Retirement System of Ohio 0.17% Reduce -0.9% 348,619 $40.2M
Osaic Holdings, Inc. 0.09% Reduce -1.6% 346,332 $40.0M
Treasurer of the State of North Carolina 0.16% Add +0.4% 337,322 $38.9M
Gabelli Funds LLC 0.28% Reduce -0.2% 332,000 $38.3M
Energy Income Partners, LLC 0.81% Reduce -3.6% 328,594 $37.9M
Point72 Asset Management 0.13% New 322,586 $37.2M
Corient Private Wealth LP 0.06% Reduce -6.5% 320,231 $36.9M
Heritage Wealth Advisors 1.72% Add +1.4% 317,622 $36.6M
Renaissance Technologies 0.05% New 315,750 $36.4M
Resona Asset Management Co.,Ltd. 0.21% Reduce -1.3% 314,753 $36.3M
Creative Planning 0.03% Add +9.3% 304,434 $35.1M
Magellan Asset Management Ltd 0.35% Reduce -8.0% 302,404 $34.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Reduce -6.9% 299,785 $34.6M
Mn Services Vermogensbeheer B.V. 0.24% Reduce -1.7% 299,500 $34.5M
State of New Jersey Common Pension Fund D 0.14% No change 290,634 $33.5M
Fifth Third Bancorp 0.12% Reduce -1.5% 287,393 $33.1M
Comerica Bank 0.13% Reduce -5.7% 286,852 $33.1M
Guggenheim Capital LLC 0.23% Add +11.4% 283,180 $32.7M
State of Tennessee, Department of Treasury 0.11% Reduce -6.5% 282,433 $32.6M
Jacobs Levy Equity Management, Inc. 0.12% New 280,828 $32.4M
Liberty One Investment Management, LLC 3.30% Add +0.3% 279,639 $32.2M
Cerity Partners LLC 0.07% Add +7.9% 278,021 $32.1M
Foundry Partners, LLC 1.58% Reduce -10.2% 276,562 $31.9M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -6.1% 275,541 $31.8M
Commerce Bank 0.19% Add +5.9% 269,217 $31.0M
Nomura Asset Management Co. Ltd. 0.09% Add +1.1% 261,813 $30.2M
Aberdeen Group plc 0.05% Add +23.2% 257,492 $29.7M
MML Investors Services, LLC 0.11% Reduce -3.1% 255,842 $29.5M
Forsta Ap-Fonden 0.23% Add +9.9% 255,100 $29.4M
FUKOKU MUTUAL LIFE INSURANCE Co 2.04% Add +0.8% 248,266 $28.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +12.8% 242,246 $27.9M
STRS Ohio 0.11% Reduce -1.7% 241,110 $27.8M
Payden & Rygel 2.13% No change 239,890 $27.7M
Connor, Clark & Lunn Investment Management Ltd. 0.13% Reduce -27.0% 237,190 $27.3M
Stephens Inc. 0.39% Add +3.0% 235,247 $27.1M
APG Asset Management N.V. 0.18% Reduce -81.7% 260,604 $26.9M
Van Eck Associates Corp. 0.03% Add +6.1% 222,267 $26.8M
IFM Investors Pty Ltd 0.26% Reduce -10.2% 231,209 $26.7M
Bollard Group LLC 0.71% Reduce -7.6% 231,055 $26.6M
CIBC Private Wealth Group LLC 0.05% Reduce -17.3% 229,309 $26.4M
Sabal Trust CO 1.43% Reduce -1.4% 227,584 $26.2M
USS Investment Management Ltd 0.19% Add +1.9% 226,178 $26.1M
Deprince Race & Zollo Inc. 0.49% Reduce -1.3% 224,216 $25.9M
Arizona State Retirement System 0.16% Reduce -1.1% 221,284 $25.5M
Pinebridge Investments, L.P. 0.19% Reduce -48.5% 220,756 $25.5M
D.A. Davidson & Co. 0.21% Add +1.2% 218,570 $25.2M
Thomasville National Bank 1.85% Add +0.9% 216,501 $25.0M
CIBC Asset Management Inc 0.08% Reduce -4.3% 213,393 $24.6M
State of Michigan Retirement System 0.12% Reduce -0.5% 210,236 $24.2M
DekaBank Deutsche Girozentrale 0.04% Add +10.7% 208,291 $24.2M
DAVENPORT & Co LLC 0.14% Reduce -8.5% 209,164 $24.1M
Sanctuary Advisors, LLC 0.15% Add +60.3% 209,085 $24.0M
Alps Advisors Inc. 0.16% Reduce -5.0% 205,392 $23.7M
Godsey & Gibb, Inc. 2.23% Reduce -0.0% 201,842 $23.3M
MetLife Investment Management, LLC 0.13% Reduce -2.5% 200,734 $23.1M
Huntington National Bank 0.22% Add +2.2% 200,603 $23.1M
Stack Financial Management, Inc 2.07% Add +0.8% 199,998 $23.1M
Bruce & Co., Inc. 6.60% Reduce -4.9% 195,816 $22.6M
Kestra Advisory Services, LLC 0.12% Reduce -10.4% 192,426 $22.2M
UMB Bank, n.a. 0.34% Reduce -2.5% 190,452 $22.0M
Susquehanna International Group, LLP 0.04% Reduce -7.5% 190,118 $21.9M
CapWealth Advisors, LLC 2.34% Add +411.3% 186,135 $21.5M
Corebridge Financial, Inc. 0.11% Reduce -2.8% 185,931 $21.4M
Oppenheimer Asset Management Inc. 0.25% Reduce -2.0% 182,455 $21.0M
Two Sigma Investments, LP 0.05% Reduce -47.4% 182,371 $21.0M
Clarity Financial LLC 2.46% Add +7.5% 181,506 $20.9M
Bokf, NA 0.37% Add +1.9% 178,976 $20.7M
Calamos Advisors LLC 0.14% Reduce -2.4% 176,667 $20.4M
NorthCrest Asset Manangement, LLC 0.61% Add +0.4% 173,982 $20.1M
Exchange Traded Concepts, LLC 0.47% Add +85.0% 172,297 $19.9M
Swiss Life Asset Management Ltd 0.23% Add +62.7% 171,975 $19.8M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -4.5% 171,030 $19.7M
Daiichi Life Insurance Co., Ltd. 0.50% Reduce -7.9% 170,691 $19.7M
Retirement Systems of Alabama 0.07% Reduce -0.8% 168,949 $19.5M
Woodmont Investment Counsel LLC 1.46% Add +1.1% 168,008 $19.4M
Rockefeller Capital Management L.P. 0.05% Reduce -2.3% 166,816 $19.2M
Robeco Institutional Asset Management B.V. 0.04% Add +9.6% 161,574 $18.6M
Tocqueville Asset Management L.P. 0.29% Reduce -0.2% 160,434 $18.5M
Financial Counselors Inc. 0.27% Reduce -2.9% 160,011 $18.4M
Mercer Global Advisors Inc. 0.04% Add +1.8% 158,042 $18.3M
Czech National Bank 0.18% Add +6.9% 157,244 $18.1M
Trexquant Investment LP 0.23% New 154,984 $17.9M
Amalgamated Bank 0.15% Reduce -0.8% 154,678 $17.8M
FIL Ltd 0.02% Add +71.7% 154,135 $17.8M
Orion Porfolio Solutions, LLC 0.17% Reduce -5.3% 151,323 $17.4M
Orion Portfolio Solutions, LLC 0.17% Reduce -5.3% 151,323 $17.4M
Canal Insurance CO 4.07% No change 150,166 $17.3M
CWA Asset Management Group, LLC 0.92% — 150,084 $17.3M
Nissay Asset Management Corp. /Japan 0.11% Add +1.9% 149,275 $17.2M
Synovus Financial Corp. 0.20% Reduce -3.0% 148,774 $17.2M
Edgar Lomax Co. 1.04% Reduce -1.6% 148,181 $17.1M
Teachers Retirement System of the State of Kentucky 0.14% Reduce -2.4% 142,994 $16.5M
Lockheed Martin Investment Management Co. 0.75% Add +9.1% 141,010 $16.3M
Tiaa Trust, National Association 0.05% Add +2.1% 140,404 $16.2M
ARS Wealth Advisors Group, LLC 1.96% Add +2.2% 138,502 $16.0M
NewEdge Advisors, LLC 0.10% Add +0.1% 138,412 $16.0M
South Dakota Investment Council 0.31% No change 135,586 $15.6M
Public Sector Pension Investment Board 0.08% Add +3.0% 134,802 $15.5M
Cantor Fitzgerald Investment Advisors L.P. 1.06% Reduce -0.2% 134,736 $15.5M
QRG Capital Management, Inc. 0.17% Add +15.8% 132,562 $15.3M
Colonial Trust Advisors 1.29% Reduce -0.6% 129,363 $14.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -2.9% 128,792 $14.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -12.8% 128,782 $14.8M
Utah Retirement Systems 0.17% Add +0.4% 127,586 $14.7M
Guardian Capital Advisors LP 1.45% Add +1.1% 126,523 $14.7M
Squarepoint Ops LLC 0.05% Reduce -44.7% 127,412 $14.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -7.4% 125,642 $14.5M
Beck Mack & Oliver LLC 0.28% Reduce -3.2% 123,899 $14.3M
Beck Bode, LLC 2.66% New 122,751 $14.2M
Ilmarinen Mutual Pension Insurance Co 0.15% Add +10.6% 120,000 $13.8M
Vestcor Inc 0.43% Reduce -7.5% 119,424 $13.8M
Wedge Capital Management L L P 0.24% Reduce -14.0% 119,414 $13.8M
Brookstone Capital Management 0.20% Add +4.1% 119,227 $13.7M
Yousif Capital Management, LLC 0.15% Reduce -1.6% 118,987 $13.7M
Independent Advisor Alliance 0.49% Add +0.9% 117,798 $13.6M
Pinnacle Financial Partners Inc 0.27% Add +79.8% 115,367 $13.3M
Illinois Municipal Retirement Fund 0.19% Add +4.8% 115,110 $13.3M
Cinctive Capital Management LP 0.76% Add +17.6% 114,864 $13.2M
Townsquare Capital LLC 0.16% Add +0.5% 114,592 $13.2M
Oak Harvest Investment Services 1.90% Add +24.9% 114,335 $13.2M
Hennessy Advisors Inc. 0.42% Reduce -3.7% 114,287 $13.2M
Stonebridge Capital Advisors LLC 1.06% Add +3.6% 112,838 $13.0M
River Road Asset Management, LLC 0.17% Reduce -3.9% 112,596 $13.0M
Daiwa Securities Group Inc. 0.06% Add +32.7% 111,429 $12.8M
Willis Investment Counsel 0.83% Add +0.1% 111,407 $12.8M
Agf Management Ltd. 0.06% Add +20.4% 109,902 $12.7M
Aptus Capital Advisors, LLC 0.19% Add +16.0% 106,531 $12.3M
Public Employees Retirement Association of Colorado 0.05% Add +0.0% 105,977 $12.2M
Xponance LLC 0.12% Add +1.7% 105,884 $12.2M
DRW Securities, LLC 0.67% Add +2604.9% 104,870 $12.1M
Cibc World Markets Corp. 0.09% Add +5.3% 104,771 $12.1M
FineMark National Bank & Trust 0.41% Add +22.8% 102,748 $11.8M
ProShare Advisors LLC 0.03% Reduce -8.5% 102,570 $11.8M
New York Life Investment Management LLC 0.12% Reduce -3.2% 102,562 $11.8M
O'shaughnessy Asset Management, LLC 0.10% Add +9.5% 101,827 $11.7M
Janney Capital Management LLC 0.78% Reduce -1.1% 99,982 $11.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +1.5% 98,182 $11.3M
Avantax Advisory Services, Inc. 0.07% Reduce -0.1% 97,680 $11.3M
Janus Henderson Group PLC 0.01% Add +1.6% 96,936 $11.2M
Mutual of America Capital Management LLC 0.12% Reduce -2.3% 95,050 $11.0M
Bogart Wealth, LLC 0.52% Reduce -11.8% 94,914 $10.9M
Oppenheimer & Co. Inc. 0.17% Add +1.4% 94,077 $10.8M
Blair William & Co. 0.03% Add +1.5% 93,707 $10.8M
Yaupon Capital Management LP 0.72% New 93,599 $10.8M
Pacer Advisors, Inc. 0.02% Add +21.1% 93,376 $10.8M
Keybank National Association 0.04% Add +1.6% 93,159 $10.7M
Pathstone Holdings, LLC 0.05% Add +9.8% 93,008 $10.7M
Tudor Investment Corporation 0.12% New 92,743 $10.7M
Covalis Capital LLP 1.58% New 92,036 $10.6M
Raymond James Trust N.A. 0.23% Reduce -2.6% 90,733 $10.5M
Atria Wealth Solutions, Inc. 0.11% Reduce -2.2% 90,428 $10.4M
First Citizens Bank & Trust Co. 0.23% Add +7.5% 90,155 $10.4M
Cibc World Market Inc. 0.02% Reduce -1.4% 89,894 $10.4M
State of Alaska, Department of Revenue 0.11% Add +6.9% 89,685 $10.3M
Rafferty Asset Management, LLC 0.04% Add +6.3% 88,955 $10.3M
Capital Fund Management S.A. 0.11% Add +17.6% 88,749 $10.2M
Azimuth Capital Investment Management LLC 0.39% Add +1.9% 88,161 $10.2M
Lowe Brockenbrough & Co. Inc. 0.65% Add +27.1% 87,715 $10.1M
Wealthfront Advisers LLC 0.03% Add +17.4% 87,602 $10.1M
Gotham Asset Management 0.10% Reduce -21.0% 87,126 $10.0M
Steward Partners Investment Advisory, LLC 0.09% Add +40.6% 87,067 $10.0M
Linscomb Wealth, Inc. 0.49% Reduce -0.6% 86,521 $10.0M
Biondo Investment Advisors, LLC 1.36% Add +1.8% 86,358 $10.0M
Glenmede Trust Co. NA 0.05% Reduce -4.4% 85,404 $9.8M
Advocate Group LLC 1.78% Add +1.1% 85,078 $9.8M
Tompkins Financial Corp. 0.94% Add +1.2% 85,031 $9.8M
Vanguard Personalized Indexing Management, LLC 0.16% Add +16.4% 84,905 $9.8M
Savant Capital, LLC 0.08% Add +1.9% 83,730 $9.7M
Romano Brothers and Company 1.20% Add +5.1% 83,517 $9.6M
Strategic Wealth Investment Group, LLC 1.01% Add +20.6% 81,446 $9.5M
Anchor Investment Management, LLC 0.88% Add +1.6% 81,252 $9.4M
Andra AP-fonden 0.14% New 80,400 $9.3M
Laurel Wealth Advisors LLC 1.48% Reduce -3.1% 79,726 $9.2M
Florida Trust Wealth Management Co 0.29% Reduce -4.7% 78,082 $9.0M
Meyer Handelman Co. 0.30% Reduce -2.4% 77,270 $8.9M
Private Advisor Group, LLC 0.05% Add +1.7% 76,405 $8.8M
Philadelphia Trust Co. 0.64% Reduce -1.9% 76,146 $8.8M
New England Asset Management Inc. 1.42% Add +0.6% 75,680 $8.7M
Graham Capital Management, L.P. 0.47% New 75,431 $8.7M
Camden National Bank 1.24% Reduce -0.5% 75,248 $8.7M
Chartwell Investment Partners, LLC 0.30% Reduce -1.5% 75,113 $8.7M
Capital Investment Advisory Services, LLC 0.81% Reduce -2.1% 74,520 $8.6M
&partners 0.17% Add +46.4% 74,403 $8.6M
Bell Bank 1.01% Reduce -15.3% 74,087 $8.5M
CHURCHILL MANAGEMENT Corp 0.10% Add +32.1% 72,586 $8.4M
Insight Folios Inc 2.96% Add +4.6% 71,993 $8.3M
B. Riley Wealth Advisors, Inc. 0.23% Reduce -5.2% 71,669 $8.3M
Canal Capital Management, LLC 1.30% Add +4.6% 70,855 $8.2M
Windward Capital Management Co. 0.62% Add +1.9% 70,644 $8.1M
Prudential PLC 0.04% Add +23.4% 69,253 $8.0M
Hudson Bay Capital Management LP 0.06% Reduce -79.0% 68,172 $7.9M
CCM Investment Advisers LLC 0.87% Add +230.7% 67,254 $7.8M
Strategic Advisors LLC 1.43% Add +0.0% 66,340 $7.6M
Cincinnati Casualty Co. 4.31% No change 66,300 $7.6M
Oregon Public Employees Retirement Fund 0.14% Reduce -0.1% 66,183 $7.6M
HB Wealth Management, LLC 0.08% Add +2.2% 65,937 $7.6M
NewSquare Capital LLC 0.60% Reduce -0.8% 66,739 $7.6M
SteelPeak Wealth, LLC 0.33% New 65,263 $7.5M
Patten & Patten Inc. 0.50% Reduce -1.7% 64,835 $7.5M
Morgan Dempsey Capital Management LLC 2.56% Reduce -10.7% 64,633 $7.5M
Decade Renewable Partners LP 3.89% New 64,400 $7.4M
Millennium Management 0.01% Add +7.6% 64,351 $7.4M
Kestra Private Wealth Services, LLC 0.14% Reduce -3.6% 64,173 $7.4M
Loomis Sayles & Co. L P 0.01% Reduce -23.4% 63,954 $7.4M
Alaska Permanent Fund Corp 0.11% No change 63,385 $7.3M
Welch & Forbes LLC 0.09% Reduce -2.0% 62,790 $7.2M
Wesbanco Bank Inc. 0.24% Reduce -2.9% 62,585 $7.2M
Kessler Investment Group, LLC 3.71% Reduce -0.0% 62,585 $7.2M
Gulf International Bank (UK) Ltd 0.18% Reduce -4.3% 62,286 $7.2M
First PREMIER Bank 1.78% Reduce -1.2% 62,075 $7.2M
Prospera Financial Services Inc 0.18% Add +3.6% 61,951 $7.1M
Farmers & Merchants Investments Inc. 0.22% Reduce -0.6% 61,968 $7.1M
Dean Investment Associates, LLC 0.96% Reduce -30.3% 61,877 $7.1M
GLOBALT Investments LLC / GA 0.27% Reduce -3.3% 61,640 $7.1M
Washington Trust Bank 0.68% Reduce -1.7% 61,229 $7.1M
Waverly Advisors, LLC 0.13% Add +7.0% 60,520 $7.0M
Jane Street Group, LLC 0.01% Reduce -91.6% 60,342 $7.0M
Banque Cantonale Vaudoise 0.28% Add +57.7% 59,105 $6.8M
BCM Advisors, LLC 1.56% Reduce -0.5% 60,320 $6.8M
KBC Group NV 0.02% Add +9.0% 58,543 $6.8M
UniSuper Management Pty Ltd 0.05% Add +45.6% 58,259 $6.7M
Cubist Systematic Strategies, LLC 0.10% Add +14293.3% 57,573 $6.6M
Capital Investment Advisors, LLC 0.14% Reduce -3.5% 57,319 $6.6M
Colonial Trust Co / SC 1.01% Add +16.9% 57,036 $6.6M
Brown Advisory Inc. 0.01% Add +3.0% 56,972 $6.6M
Founders Financial Alliance, LLC 1.82% Add +1.0% 56,597 $6.5M
ProVise Management Group, LLC 0.52% Reduce -1.2% 56,453 $6.5M
Wasatch Advisors LP 0.03% Reduce -16.4% 56,176 $6.5M
Alley Investment Management Company, LLC 0.82% Add +0.6% 56,063 $6.5M
Tower Research Capital LLC (TRC) 0.17% Reduce -59.3% 56,004 $6.5M
Zions Bancorporation, N.A. 0.47% Reduce -40.4% 55,568 $6.4M
Reaves W H & Co. Inc. 0.18% Reduce -87.3% 55,550 $6.4M
Atria Investments, Inc 0.08% Reduce -18.1% 55,470 $6.4M
Metis Global Partners, LLC 0.20% Add +15.3% 55,214 $6.4M
Commerzbank Aktiengesellschaft 0.17% Reduce -5.3% 54,485 $6.3M
Geneos Wealth Management Inc. 0.24% Add +13.9% 54,119 $6.2M
Tectonic Advisors LLC 0.41% Add +13.8% 53,850 $6.2M
Kentucky Retirement Systems 0.18% Reduce -7.5% 53,782 $6.2M
Sigma Planning Corp 0.19% Reduce -3.5% 53,523 $6.2M
Sterling Capital Management LLC 0.08% — 53,519 $6.2M
Estabrook Capital Management 0.92% Reduce -0.4% 53,508 $6.2M
Ieq Capital, LLC 0.08% Add +9.5% 53,219 $6.1M
Farmers Trust Co. 1.13% Add +0.0% 52,668 $6.1M
Smith Salley Wealth Management 0.39% Add +8.9% 52,041 $6.0M
Calydon Capital 0.97% Reduce -23.0% 51,668 $5.9M
Cresset Asset Management, LLC 0.02% Add +6.6% 51,509 $5.9M
Fayez Sarofim & Co 0.02% Add +6.7% 51,414 $5.9M
Coldstream Capital Management Inc. 0.13% Add +0.4% 51,164 $5.9M
OneDigital Investment Advisors LLC 0.07% Reduce -6.1% 50,990 $5.9M
Snowden Capital Advisors LLC 0.18% Reduce -38.2% 50,916 $5.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +35.0% 50,308 $5.8M
Strategic Wealth Partners, Ltd. 0.56% Add +2.1% 50,575 $5.8M
Rwa Wealth Partners, LLC 0.07% Add +512.3% 50,215 $5.8M
Mizuho Securities USA LLC 0.12% Reduce -15.9% 50,060 $5.8M
Aventail Capital Group, LP 0.34% Reduce -49.8% 50,000 $5.8M
Eliot Finkel Investment Counsel, LLC 3.53% Reduce -0.9% 49,854 $5.7M
Covington Investment Advisors Inc. 0.86% Add +0.7% 49,688 $5.7M
Intact Investment Management Inc. 0.19% Add +11.1% 49,530 $5.7M
Argent Trust Co 0.24% Add +68.7% 49,519 $5.7M
Family Legacy, Inc. 1.90% Add +0.2% 49,502 $5.7M
Moors & Cabot, Inc. 0.28% Reduce -3.1% 49,444 $5.7M
KMG Fiduciary Partners, LLC 0.49% Reduce -14.4% 49,392 $5.7M
Schaper Benz & Wise Investment Counsel Inc. 0.45% Reduce -2.1% 49,383 $5.7M
Resolution Capital Ltd 0.10% Add +201.2% 49,352 $5.7M
Dynamic Technology Lab Private Ltd 0.60% Add +1258.1% 49,341 $5.7M
CENTRAL TRUST Co 0.13% Reduce -2.3% 49,034 $5.7M
Hartford Investment Management Co. 0.18% Reduce -1.7% 48,516 $5.6M
Chicago Partners Investment Group LLC 0.20% Add +0.2% 46,305 $5.6M
Edgestream Partners, L.P. 0.25% Add +125.9% 48,384 $5.6M
Stratos Wealth Partners, LTD. 0.08% Add +3.5% 48,126 $5.5M
Jamison Private Wealth Management, Inc. 0.84% Add +2.9% 47,993 $5.5M
Advisory Services Network, LLC 0.11% No change 55,199 $5.5M
Money Concepts Capital Corp. 0.42% Reduce -1.2% 47,822 $5.5M
SouthState Bank Corp 0.38% Reduce -27.5% 47,477 $5.5M
Beacon Financial Group 0.59% Reduce -2.5% 47,126 $5.4M
Quadcap Wealth Management, LLC 0.85% Reduce -0.1% 46,884 $5.4M
Clough Capital Partners L P 0.55% Add +17.4% 46,855 $5.4M
Choreo, LLC 0.08% Add +3.0% 46,397 $5.4M
Profund Advisors LLC 0.20% Add +9.3% 46,574 $5.4M
Benedict Financial Advisors Inc. 1.27% Add +0.0% 46,501 $5.4M
Boston Research & Management Inc. 1.25% Add +1.3% 46,400 $5.3M
TD Private Client Wealth LLC 0.15% Reduce -23.1% 45,546 $5.3M
Highland Capital Management, LLC 0.30% Reduce -4.7% 45,522 $5.2M
Quantinno Capital Management LP 0.07% Add +40.9% 45,386 $5.2M
Beacon Pointe Advisors, LLC 0.06% Reduce -6.7% 45,301 $5.2M
Beacon Investment Advisory Services, Inc. 0.22% Add +2.2% 45,232 $5.2M
Jackson Hole Capital Partners, LLC 1.07% Add +4.9% 44,524 $5.1M
Maryland State Retirement & Pension System 0.11% Reduce -25.9% 44,497 $5.1M
First Horizon Advisors, Inc. 0.14% Add +6.3% 44,365 $5.1M
Tufton Capital Management 0.95% Reduce -10.5% 44,146 $5.1M
Rakuten Investment Management, Inc. 0.03% Add +33.1% 43,740 $5.1M
Whitener Capital Management, Inc. 1.43% Reduce -0.6% 43,757 $5.0M
Cwm, LLC 0.02% Add +3.2% 43,594 $5.0M
Louisiana State Employees Retirement System 0.09% Reduce -0.5% 43,500 $5.0M
Salem Investment Counselors Inc. 0.15% Add +10.5% 43,360 $5.0M
Crossmark Global Holdings, Inc. 0.09% Reduce -0.9% 43,331 $5.0M
Alberta Investment Management Corp 0.05% Add +72.5% 43,300 $5.0M
First Bank & Trust 0.94% Reduce -7.8% 43,024 $5.0M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +16.9% 43,022 $5.0M
Securian Asset Management, Inc. 0.14% Reduce -3.8% 42,697 $4.9M
Clearstead Advisors, LLC 0.08% Add +2.3% 42,485 $4.9M
Concurrent Investment Advisors, LLC 0.15% Add +6.6% 42,463 $4.9M
Johnson Investment Counsel Inc. 0.05% Reduce -2.7% 42,273 $4.9M
Townsend & Associates, Inc 0.50% Add +82.1% 40,303 $4.9M
United Capital Financial Advisors, LLC 0.04% Reduce -6.4% 42,072 $4.9M
Vontobel Holding Ltd. 0.02% Reduce -6.8% 41,815 $4.8M
Park Avenue Securities LLC 0.05% Reduce -12.0% 41,817 $4.8M
Benjamin Edwards Inc. 0.07% Add +173616.7% 41,692 $4.8M
Natixis 0.03% Add +121.3% 41,670 $4.8M
Aull & Monroe Investment Management Corp 2.23% Reduce -2.4% 41,530 $4.8M
Leavell Investment Management, Inc. 0.24% Add +1.1% 41,390 $4.8M
Global Wealth Management Investment Advisory, Inc. 1.02% Reduce -13.9% 40,838 $4.7M
Peapack Gladstone Financial Corp. 0.07% Reduce -2.4% 40,782 $4.7M
Holderness Investments Co. 1.03% Reduce -0.0% 40,780 $4.7M
Oak Grove Capital LLC 1.04% Add +42.0% 40,720 $4.7M
Red Door Wealth Management, LLC 0.77% Add +7.5% 40,059 $4.6M
Stablepoint Partners, LLC 0.84% Add +0.2% 39,800 $4.6M
Nixon Peabody Trust Co. 0.38% Add +2.6% 39,666 $4.6M
Semmax Financial Advisors Inc. 1.25% Reduce -1.5% 40,811 $4.6M
Regions Financial Corp. 0.03% Add +2.1% 39,516 $4.6M
Sky Investment Group LLC 0.84% Reduce -2.1% 39,364 $4.5M
Virginia Wealth Management Group, Inc. 2.82% Add +26.6% 39,001 $4.5M
Cincinnati Financial Corp. 0.10% No change 38,784 $4.5M
Daymark Wealth Partners, LLC 0.19% Add +2.4% 38,760 $4.5M
Advisors Asset Management, Inc. 0.08% Add +0.5% 38,303 $4.4M
Thompson Siegel & Walmsley LLC 0.07% No change 38,219 $4.4M
Kingsview Wealth Management, LLC 0.09% Add +12.4% 37,969 $4.4M
New Mexico Educational Retirement Board 0.15% Reduce -2.8% 37,760 $4.4M
Providence Capital Advisors, LLC 0.86% Add +0.8% 37,745 $4.4M
Goodman Advisory Group, LLC 1.24% Add +30.8% 37,681 $4.3M
Shelton Capital Management 0.11% Reduce -2.9% 37,653 $4.3M
Moneco Advisors, LLC 0.54% Add +0.2% 37,493 $4.3M
Bragg Financial Advisors, Inc 0.18% Reduce -1.1% 37,233 $4.3M
Richard C. Young & CO., LTD. 0.46% Add +301.9% 36,473 $4.2M
Strategic Planning Group, LLC 0.82% Add +5.4% 36,263 $4.2M
Integrated Wealth Concepts LLC 0.05% Reduce -3.3% 36,253 $4.2M
Principle Wealth Partners LLC 0.29% No change 35,914 $4.1M
Los Angeles Capital Management LLC 0.02% Reduce -63.4% 35,889 $4.1M
NEOS Investment Management LLC 0.12% Add +25.9% 35,484 $4.1M
Tokio Marine Asset Management Co. Ltd. 0.18% Add +4.9% 35,466 $4.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.28% Add +1.2% 35,385 $4.1M
Premier Fund Managers Ltd 0.14% No change 35,000 $4.1M
Seven Springs Wealth Group, LLC 1.51% Add +2.0% 35,154 $4.1M
Stock Yards Bank & Trust Co. 0.13% Reduce -1.5% 35,083 $4.0M
Marco Investment Management LLC 0.35% Reduce -0.4% 34,969 $4.0M
Principal Securities, Inc. 0.10% Add +10.2% 34,792 $4.0M
Strategy Asset Managers LLC 0.77% Add +4.8% 34,791 $4.0M
Drucker Wealth 3.0, LLC 0.96% Add +1.6% 34,567 $4.0M
Occidental Asset Management, LLC 0.64% Add +4.3% 34,485 $4.0M
Pegasus Asset Management, Inc. 1.20% Add +0.1% 34,381 $4.0M
Schonfeld Strategic Advisors LLC 0.03% Add +381.0% 34,292 $4.0M
Regal Investment Advisors LLC 0.28% Add +0.2% 34,289 $4.0M
Cornerstone Advisors, LLC 0.16% No change 34,200 $3.9M
Spectrum Asset Management, Inc. (NB/CA) 1.67% Add +3.5% 34,193 $3.9M
IFG Advisory, LLC 0.25% Add +5.0% 34,174 $3.9M
Bahl & Gaynor LLC 0.02% Reduce -1.6% 34,145 $3.9M
Atlantic Union Bankshares Corp 0.23% Reduce -0.1% 34,077 $3.9M
Apollon Wealth Management, LLC 0.11% Reduce -1.2% 33,887 $3.9M
FinTrust Capital Advisors, LLC 0.66% Add +12.2% 33,520 $3.9M
TrinityBridge Ltd 0.12% No change 33,397 $3.8M
AlphaStar Capital Management, LLC 0.30% Add +19.1% 33,317 $3.8M
Twin Capital Management Inc. 0.43% Add +0.2% 33,272 $3.8M
Sowell Financial Services LLC 0.18% Reduce -0.4% 33,265 $3.8M
Logan Capital Management Inc. 0.16% Reduce -1.3% 33,248 $3.8M
Morton Community Bank 1.00% Reduce -0.6% 33,247 $3.8M
Intech Investment Management LLC 0.04% Add +25.4% 33,215 $3.8M
Caldwell Trust Co 0.40% Reduce -4.9% 33,197 $3.8M
Andrew Hill Investment Advisors, Inc. 2.87% Reduce -0.5% 33,187 $3.8M
Prime Capital Investment Advisors, LLC 0.05% Add +12.4% 33,163 $3.8M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.28% New 33,000 $3.8M
Keene & Associates, Inc. 2.88% Reduce -0.2% 32,937 $3.8M
Lanark Financial, Inc. 0.32% Add +0.2% 32,783 $3.8M
American Assets Investment Management, LLC 0.33% No change 32,666 $3.8M
Rothschild Investment LLC 0.25% Reduce -1.0% 32,642 $3.8M
Fulton Bank, N.A. 0.14% Reduce -26.9% 32,624 $3.8M
Royal Fund Management, LLC 0.27% Reduce -1.0% 32,189 $3.8M
Torno Capital, LLC 4.85% Add +6400.0% 32,500 $3.7M
Simmons Bank 0.27% Reduce -0.3% 32,493 $3.7M
Schnieders Capital Management LLC 0.71% Add +1.0% 32,284 $3.7M
Plimoth Trust Co. LLC 0.93% Add +0.0% 32,142 $3.7M
Townsend Asset Management Corp. /NC/ 1.38% Add +0.8% 32,135 $3.7M
Carson Advisory Inc. 2.32% Add +0.3% 32,055 $3.7M
Level Four Advisory Services, LLC 0.16% Add +2.6% 31,978 $3.7M
Twinbeech Capital LP 0.07% New 31,941 $3.7M
Global Retirement Partners, LLC 0.11% Add +2.1% 31,920 $3.7M
Kingswood Wealth Advisors, LLC 0.26% Add +33.3% 31,599 $3.6M
Lynch & Associates 0.77% Add +1.1% 31,592 $3.6M
PFG Investments, LLC 0.24% Reduce -1.1% 31,591 $3.6M
FAS Wealth Partners, Inc. 0.29% Add +4.7% 31,266 $3.6M
Wilmington Savings Fund Society, FSB 0.06% Add +250.1% 31,260 $3.6M
J.W. Cole Advisors, Inc. 0.15% Add +21.6% 31,137 $3.6M
Panagora Asset Management Inc. 0.02% Reduce -39.4% 31,082 $3.6M
Lido Advisors, LLC 0.03% Add +5.8% 30,913 $3.6M
Slocum, Gordon & Co LLP 1.43% Reduce -4.2% 30,790 $3.6M
Csenge Advisory Group 0.18% Add +1.3% 30,981 $3.5M
Cary Street Partners Investment Advisory LLC 0.13% Add +28.6% 30,612 $3.5M
Carolinas Wealth Consulting LLC 0.64% Add +4.6% 30,600 $3.5M
Birmingham Capital Management Co. Inc. 1.28% Reduce -1.1% 30,427 $3.5M
Montag A & Associates Inc. 0.17% Reduce -0.6% 30,228 $3.5M
Argyle Capital Management, LLC 1.39% Reduce -5.8% 30,208 $3.5M
Cohen Capital Management, Inc. 0.56% No change 30,133 $3.5M
EP Wealth Advisors, LLC 0.03% Add +21.7% 30,113 $3.5M
Banque Pictet & Cie SA 0.03% No change 30,000 $3.5M
Merit Financial Group, LLC 0.08% Reduce -16.3% 29,652 $3.4M
Greenwood Capital Associates LLC 0.44% Add +0.1% 29,607 $3.4M
Triangle Securities Wealth Management 0.88% Reduce -2.3% 29,569 $3.4M
Norinchukin Bank, The 0.08% Add +11.7% 29,460 $3.4M
Praxis Investment Management Inc. 0.21% No change 29,394 $3.4M
Trustmark Bank Trust Department 0.26% Add +6.8% 29,353 $3.4M
Axxcess Wealth Management, LLC 0.09% Reduce -1.0% 29,212 $3.4M
First National Bank of Omaha 0.21% Reduce -5.2% 28,973 $3.3M
Credit Agricole S A 0.02% Reduce -27.6% 28,970 $3.3M
Asio Capital, LLC 0.63% New 28,871 $3.3M
Bailard, Inc. 0.09% Add +10.9% 28,782 $3.3M
IFP Advisors, Inc 0.12% Reduce -30.3% 28,711 $3.3M
Fairhaven Wealth Management, LLC 1.01% Add +0.1% 28,679 $3.3M
TrinityPoint Wealth, LLC 0.47% Reduce -0.3% 28,616 $3.3M
Stamos Capital Partners, L.P. 0.78% Reduce -26.2% 28,600 $3.3M
Shepherd Financial Partners LLC 0.40% Add +3.7% 28,515 $3.3M
AE Wealth Management LLC 0.03% Reduce -29.0% 28,507 $3.3M
Nisa Investment Advisors, LLC 0.02% Reduce -13.6% 28,486 $3.3M
Sequoia Financial Advisors, LLC 0.04% Add +19.9% 28,436 $3.3M
Advisors Management Group Inc. 0.77% Add +0.3% 28,277 $3.3M
Texas Yale Capital Corp. 0.14% Add +1.4% 28,208 $3.3M
Employees Retirement System of Texas 0.03% New 27,899 $3.2M
Bison Wealth, LLC 0.51% Reduce -20.5% 27,863 $3.2M
Constitution Capital LLC 1.70% Add +1.9% 27,674 $3.2M
Mgo One Seven LLC 0.14% Add +14.8% 27,664 $3.2M
Sheets Smith Wealth Management 0.39% Reduce -7.9% 27,485 $3.2M
Trust Co. of Toledo NA 0.43% Reduce -0.6% 27,400 $3.2M
First Trust Direct Indexing L.P. 0.17% Add +22.8% 27,285 $3.1M
Old North State Trust, LLC 2.54% Add +0.6% 27,125 $3.1M
Worldquant Millennium Advisors LLC 0.02% Add +47.8% 27,013 $3.1M
Cornerstone Capital, Inc. 0.29% Reduce -0.5% 26,818 $3.1M
OMERS ADMINISTRATION Corp 0.03% No change 26,709 $3.1M
Hennion & Walsh Asset Management, Inc. 0.14% Add +13.2% 26,620 $3.1M
Stonegate Investment Group, LLC 0.08% Add +1.1% 26,577 $3.1M
Guardian Capital LP 0.11% Add +3.1% 26,566 $3.1M
Empirical Finance, LLC 0.18% Add +2.2% 26,490 $3.1M
Dynamic Advisor Solutions LLC 0.09% Reduce -3.5% 26,444 $3.0M
Rowlandmiller & Partners.adv 0.62% Add +0.1% 26,315 $3.0M
Brevan Howard Capital Management LP 0.15% Add +277.6% 26,134 $3.0M
Mill Capital Management, LLC 0.24% Reduce -2.1% 26,125 $3.0M
Empire Financial Management Company, LLC 0.92% Add +0.1% 26,030 $3.0M
Vaughan Nelson Investment Management, L.P. 0.03% No change 25,850 $3.0M
Equitable Trust Co. 0.19% Add +27.7% 25,835 $3.0M
Cypress Capital Group 0.33% Reduce -20.5% 25,635 $3.0M
Wealthspire Advisors, LLC 0.03% Reduce -2.5% 25,626 $3.0M
Naples Global Advisors, LLC 0.27% Add +1.6% 25,601 $3.0M
Investment Management Corp of Ontario 0.07% Add +48.9% 25,576 $2.9M
Evercore Wealth Management, LLC 0.04% Reduce -5.4% 25,567 $2.9M
Live Oak Private Wealth LLC 0.48% Add +6.2% 25,481 $2.9M
Tradewinds, LLC. 0.90% Add +1.2% 25,267 $2.9M
Ascent Group, LLC 0.22% Reduce -8.0% 24,952 $2.9M
Focus Partners Advisor Solutions, LLC 0.06% Add +8.3% 24,948 $2.9M
HighPoint Advisor Group LLC 0.17% Reduce -12.0% 24,899 $2.9M
Aspire Private Capital, LLC 0.68% Reduce -1.7% 24,865 $2.9M
Fox Hill Wealth Management 1.58% Add +29.8% 24,811 $2.9M
Tidal Investments LLC 0.03% Add +3.0% 24,787 $2.9M
Rodgers Brothers Inc. 0.36% No change 24,775 $2.9M
Iowa State Bank 0.59% Reduce -6.8% 24,730 $2.9M
ING Groep NV 0.02% New 24,499 $2.8M
Franklin Street Advisors Inc. 0.19% Reduce -0.6% 24,474 $2.8M
Northwestern Mutual Investment Management Company, LLC 0.07% Reduce -0.4% 24,468 $2.8M
JARISLOWSKY, FRASER Ltd 0.02% No change 24,383 $2.8M
Sciencast Management LP 0.83% Add +148.1% 24,277 $2.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +4.5% 24,241 $2.8M
Orleans Capital Management Corp. 1.58% Add +3.3% 24,122 $2.8M
CGN Advisors LLC 0.28% Add +2.6% 24,095 $2.8M
Brown Brothers Harriman & Co. 0.02% Reduce -2.4% 24,050 $2.8M
MAI Capital Management 0.03% Reduce -21.1% 23,980 $2.8M
Home Federal Bank of Tennessee 0.79% Reduce -16.3% 23,835 $2.7M
Pinnacle Associates Ltd. 0.05% Reduce -14.6% 28,238 $2.7M
Bleakley Financial Group, LLC 0.08% Reduce -2.2% 23,704 $2.7M
Murphy, Middleton, Hinkle & Parker, Inc. 1.47% Reduce -3.5% 23,689 $2.7M
Bank & Trust Co 2.22% Reduce -0.4% 23,674 $2.7M
Old North State Wealth Management, LLC 1.52% Reduce -5.0% 23,564 $2.7M
Counterweight Ventures, LLC 1.92% Add +145.4% 23,590 $2.7M
Segall Bryant & Hamill, LLC 0.04% New 23,583 $2.7M
Shoker Investment Counsel, Inc. 0.91% Reduce -2.8% 23,541 $2.7M
Dakota Wealth Management 0.06% Add +8.2% 23,418 $2.7M
Hilltop Holdings Inc. 0.18% Add +59.2% 23,388 $2.7M
Te Ahumairangi Investment Management Ltd 0.47% Add +5.7% 23,349 $2.7M
Resources Management Corp. /CT/ 0.36% Reduce -1.8% 23,050 $2.7M
Lee Danner & Bass Inc. 0.19% Add +4.1% 22,928 $2.6M
Wealth Group, Ltd. 1.77% Add +0.9% 22,890 $2.6M
Forte Capital LLC 0.30% Reduce -3.1% 22,866 $2.6M
Kentucky Retirement Systems Insurance Trust Fund 0.18% Reduce -8.2% 22,857 $2.6M
iA Global Asset Management Inc. 0.05% Add +2.7% 22,652 $2.6M
Creative Financial Designs Inc. 0.22% Reduce -2.4% 22,390 $2.6M
IHT Wealth Management, LLC 0.07% Add +17.7% 22,292 $2.6M
Modera Wealth Management, LLC 0.03% Add +2.7% 22,246 $2.6M
Mutual Advisors, LLC 0.07% Reduce -8.1% 21,544 $2.6M
Equitable Holdings, Inc. 0.02% Reduce -18.1% 22,215 $2.6M
Sound View Wealth Advisors Group, LLC 0.21% Add +9.9% 22,190 $2.6M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +2.9% 22,168 $2.6M
Patrick Mauro Investment Advisor, INC. 1.33% Reduce -27.4% 21,821 $2.5M
MassMutual Private Wealth & Trust, FSB 0.07% Add +1.1% 21,784 $2.5M
Stiles Financial Services Inc 0.88% Add +4.0% 21,602 $2.5M
KKM Financial LLC 1.23% Add +6.9% 21,583 $2.5M
1832 Asset Management L.P. 0.00% Add +5.5% 21,580 $2.5M
FourThought Financial Partners, LLC 0.29% Add +0.6% 21,316 $2.5M
Harbour Investments, Inc. 0.07% Add +4.2% 21,264 $2.5M
BLB&B Advisors, LLC 0.13% Reduce -4.6% 21,253 $2.5M
TD Waterhouse Canada Inc. 0.02% Reduce -32.9% 22,007 $2.4M
Nicholas Hoffman & Company, LLC. 0.10% Reduce -6.6% 21,057 $2.4M
Woodard & Co. Asset Management Group Inc. 0.54% Reduce -8.9% 21,005 $2.4M
Ti-Trust, Inc. 1.72% Reduce 0.0% 20,854 $2.4M
Berkeley Capital Partners, LLC 0.69% Reduce -4.2% 20,821 $2.4M
Clarkston Capital Partners, LLC 0.04% No change 20,210 $2.3M
Cornerstone Wealth Group, LLC 0.19% Reduce -0.8% 20,203 $2.3M
Strategic Blueprint, LLC 0.14% Reduce -6.1% 20,108 $2.3M
L & S Advisors Inc 0.27% Reduce -17.1% 20,093 $2.3M
Mechanics Bank Trust Department 0.31% Reduce -0.6% 20,001 $2.3M
BW Gestao de Investimentos Ltda. 0.38% New 20,000 $2.3M
Campbell & CO Investment Adviser LLC 0.17% New 19,932 $2.3M
Aviance Capital Partners, LLC 0.30% Add +0.2% 19,919 $2.3M
apricus wealth, LLC 1.51% Add +5.2% 19,886 $2.3M
Adalta Capital Management LLC 1.18% Add +21.3% 19,831 $2.3M
Good Life Advisors, LLC 0.14% Add +8.1% 19,820 $2.3M
Allworth Financial LP 0.01% Reduce -3.3% 19,815 $2.3M
Compagnie Lombard Odier SCmA 0.04% No change 19,750 $2.3M
WealthShield Partners, LLC 0.31% Reduce -3.5% 19,723 $2.3M
Moloney Securities Asset Management, LLC 0.31% Reduce -3.6% 19,715 $2.3M
Successful Portfolios LLC 1.54% Reduce -0.4% 19,707 $2.3M
Marks Group Wealth Management, Inc 0.22% Reduce -1.2% 19,683 $2.3M
Centiva Capital, LP 0.10% New 19,613 $2.3M
Hamel Associates, Inc. 0.69% Reduce -1.4% 19,547 $2.3M
Physicians Financial Services, Inc. 0.70% Reduce -3.5% 19,521 $2.3M
Glenview Trust Co 0.04% Add +7.3% 19,478 $2.2M
Valeo Financial Advisors, LLC 0.06% Add +1.2% 19,406 $2.2M
Cannon Wealth Management Services, LLC 2.03% — 19,265 $2.2M
Certified Advisory Corp 0.24% Add +11.1% 19,051 $2.2M
Aigen Investment Management, LP 0.43% Add +248.0% 19,023 $2.2M
Harbor Capital Advisors, Inc. 0.10% Add +0.5% 19,005 $2.2M
Canandaigua National Bank & Trust Co. 0.21% Reduce -3.6% 18,991 $2.2M
First Personal Financial Services 0.46% Add +2.7% 18,989 $2.2M
Davis Investment Partners, LLC 0.92% Add +0.1% 18,743 $2.2M
Greenleaf Trust 0.02% Add +5.3% 18,925 $2.2M
City Holding Co. 0.30% Reduce -2.1% 18,862 $2.2M
Steel Grove Capital Advisors, LLC 0.30% Reduce -3.3% 18,630 $2.2M
Hardin Capital Partners, LLC 1.22% Add +0.3% 19,421 $2.1M
United Services Automobile Association 0.05% Reduce -18.1% 18,630 $2.1M
Smith, Moore & Co. 0.20% Reduce -1.1% 18,481 $2.1M
Assetmark, Inc. 0.01% Reduce -61.0% 18,470 $2.1M
Ledgewood Wealth Advisors, LLC 1.43% Add +5.8% 18,404 $2.1M
AMG National Trust Bank 0.06% Reduce -31.2% 18,306 $2.1M
Leo Wealth, LLC 0.19% Add +7.0% 18,190 $2.1M
Hartford Financial Management Inc. 0.43% Reduce -0.9% 18,183 $2.1M
Norden Group LLC 0.25% Add +151.9% 18,158 $2.1M
Blue Trust, Inc. 0.03% Add +43.0% 20,864 $2.1M
Raleigh Capital Management Inc. 0.81% Reduce -30.6% 18,136 $2.1M
Ameritas Advisory Services, LLC 0.09% Reduce -11.6% 18,133 $2.1M
Graves Light Lenhart Wealth, Inc. 0.26% Reduce -0.3% 18,008 $2.1M
Randolph Co Inc 0.24% No change 17,978 $2.1M
Ipswich Investment Management Co., Inc. 0.48% Add +0.1% 17,965 $2.1M
LVW Advisors, LLC 0.27% Add +5.1% 17,954 $2.1M
Heritage Wealth Management, Inc. 0.68% Reduce -5.6% 17,911 $2.1M
Jaffetilchin Investment Partners, LLC 0.16% Add +3.1% 17,869 $2.1M
GeoWealth Management, LLC 0.07% Add +10.6% 17,712 $2.0M
Aster Capital Management (DIFC) Ltd 0.44% — 17,707 $2.0M
Old Port Advisors 0.57% Reduce -0.9% 17,700 $2.0M
Wealth Alliance, LLC 0.24% Reduce -24.5% 17,668 $2.0M
GTS Securities LLC 0.04% Add +234.2% 17,591 $2.0M
TSP Capital Management Group, LLC 0.63% Reduce -0.7% 17,579 $2.0M
iSAM Funds (UK) Ltd 1.15% New 17,570 $2.0M
Chiron Investment Management, LLC 0.71% New 17,484 $2.0M
Virtu Financial LLC 0.11% New 17,455 $2.0M
Cornell Pochily Investment Advisors, Inc. 0.70% Reduce -1.8% 17,444 $2.0M
Marino, Stram & Associates LLC 0.45% Add +0.9% 17,405 $2.0M
Mission Wealth Management, LP 0.05% Add +15.2% 17,379 $2.0M
Westpac Banking Corp. 0.13% Reduce -1.0% 17,317 $2.0M
First County Bank 0.98% Reduce -20.6% 17,250 $2.0M
Mfa Wealth Advisors, LLC 0.43% Reduce -3.2% 17,076 $2.0M
Argent Advisors, Inc. 0.73% Add +0.9% 17,072 $2.0M
Foundations Investment Advisors, LLC 0.04% Add +27.4% 17,002 $2.0M
Symphony Financial, Ltd. Co. 0.32% Reduce -4.7% 16,903 $2.0M
Jeppson Wealth Management, LLC 0.70% Add +0.6% 16,981 $2.0M
London Co. of Virginia 0.01% No change 16,961 $2.0M
Vectors Research Management, LLC 0.59% Add +7.4% 16,908 $2.0M
Advanced Asset Management Advisors Inc 0.52% No change 19,349 $1.9M
Advisory Alpha, LLC 0.07% Add +10.9% 16,792 $1.9M
Mitchell McLeod Pugh & Williams Inc. 0.40% Add +0.1% 16,787 $1.9M
SG Americas Securities, LLC 0.01% Reduce -91.5% 16,702 $1.9M
Essex Financial Services, Inc. 0.14% Reduce -18.8% 16,041 $1.9M
Harmony Asset Management LLC 0.71% Add +5.9% 16,671 $1.9M
Armor Investment Advisors, LLC 0.80% Reduce -7.6% 16,649 $1.9M
SWS Partners 0.61% Reduce -31.0% 16,627 $1.9M
Empowered Funds, LLC 0.03% Add +9.4% 16,601 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +0.5% 16,598 $1.9M
Platform Technology Partners 0.60% Add +0.8% 16,551 $1.9M
First National Trust Co 0.07% Reduce -2.1% 16,412 $1.9M
Wolff Wiese Magana LLC 1.29% Add +0.1% 16,338 $1.9M
Confluence Wealth Services, Inc. 0.14% Add +6.2% 16,329 $1.9M
Signaturefd, LLC 0.04% Reduce -1.7% 16,326 $1.9M
Pettyjohn, Wood & White, Inc. 0.35% Reduce -2.1% 16,301 $1.9M
Integrated Advisors Network LLC 0.09% Add +0.8% 16,258 $1.9M
Park National Corp. 0.07% Reduce -0.0% 16,222 $1.9M
Community Bank & Trust, Waco, Texas 0.42% Reduce -1.8% 16,177 $1.9M
Orange Investment Advisors, Inc. 0.21% Reduce -28.2% 16,172 $1.9M
Nepsis Inc. 0.44% Reduce -1.0% 16,129 $1.9M
Scientech Research LLC 0.37% New 16,097 $1.9M
CBRE Investment Management Listed Real Assets LLC 0.03% Reduce -96.1% 16,069 $1.9M
Summit Global Investments 0.12% New 16,009 $1.8M
Private Wealth Partners, LLC 0.15% Add +0.6% 15,982 $1.8M
Hanson & Doremus Investment Management 0.29% Reduce -7.2% 15,962 $1.8M
WealthTrust Axiom LLC 0.54% Reduce -1.7% 15,908 $1.8M
Hartford Funds Management Co LLC 0.17% Reduce -11.7% 15,866 $1.8M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 15,833 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% No change 15,833 $1.8M
Bradley Foster & Sargent Inc. 0.03% Add +1.9% 15,779 $1.8M
Ranch Capital Advisors Inc. 0.86% Add +26.9% 15,777 $1.8M
Concourse Financial Group Securities, Inc. 0.11% Reduce -7.2% 15,750 $1.8M
Wedbush Securities Inc. 0.07% Reduce -21.2% 15,696 $1.8M
Y-Intercept (Hong Kong) Ltd 0.11% Reduce -9.3% 15,693 $1.8M
GC Wealth Management RIA, LLC 0.32% Add +6.5% 15,673 $1.8M
Stratos Investment Management, LLC 0.13% Reduce -0.1% 15,647 $1.8M
Ballast, Inc. 0.51% Reduce -0.7% 15,646 $1.8M
Courier Capital LLC 0.12% Add +8.0% 15,597 $1.8M
SpiderRock Advisors, LLC 0.04% Add +13.5% 15,530 $1.8M
Cunning Capital Partners, LP 0.93% No change 15,435 $1.8M
Cordgrass Capital Advisors, LLC 0.52% Add +0.0% 15,423 $1.8M
Norway Savings Bank 0.96% Reduce -3.8% 15,408 $1.8M
Twin City Private Wealth, LLC 1.54% Reduce -5.7% 15,405 $1.8M
Exencial Wealth Advisors, LLC 0.06% Reduce -1.3% 15,404 $1.8M
Prosperity Consulting Group, LLC 0.14% New 15,380 $1.8M
Jupiter Asset Management Ltd. 0.02% Reduce -88.2% 15,311 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.27% Add +3.0% 15,287 $1.8M
Verdence Capital Advisors LLC 0.14% Reduce -29.1% 15,253 $1.8M
Earnest Partners LLC 0.01% Add +49.3% 15,192 $1.8M
King Luther Capital Management Corp. 0.01% No change 15,190 $1.8M
StoneX Group Inc. 0.13% Reduce -6.9% 15,145 $1.7M
GYL Financial Synergies, LLC 0.13% Reduce -4.7% 15,128 $1.7M
Bull Street Advisors, LLC 0.81% Reduce -1.1% 15,078 $1.7M
Miller Howard Investments Inc. 0.05% Add +17.0% 15,073 $1.7M
NTV Asset Management LLC 0.23% Add +5.7% 15,019 $1.7M
Walleye Capital LLC 0.02% Reduce -75.2% 15,005 $1.7M
Wealthcare Advisory Partners LLC 0.05% Add +9.3% 14,983 $1.7M
RFG Advisory, LLC 0.05% Reduce -3.8% 14,934 $1.7M
Paradigm Asset Management Co. LLC 0.45% No change 14,900 $1.7M
Parcion Private Wealth LLC 0.14% Reduce -0.1% 14,743 $1.7M
NJ State Employees Deferred Compensation Plan 0.20% No change 14,733 $1.7M
SevenBridge Financial Group, LLC 0.33% Add +10.2% 15,078 $1.7M
Curi Capital, LLC 0.04% Reduce -3.2% 14,690 $1.7M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.5% 14,605 $1.7M
AlphaQuest LLC 0.15% New 14,549 $1.7M
Jump Financial, LLC 0.04% Add +273.3% 14,545 $1.7M
Sherbrooke Park Advisers LLC 0.38% New 14,533 $1.7M
Private Trust Co. NA 0.17% Reduce -0.0% 14,523 $1.7M
Atlanta Consulting Group Advisors, LLC 0.41% Add +141.0% 14,469 $1.7M
Wealth Dimensions Group, Ltd. 0.42% Reduce -0.7% 14,460 $1.7M
Formidable Asset Management, LLC 0.27% Add +2.6% 14,429 $1.7M
RMR Wealth Builders 0.18% Reduce -1.6% 14,372 $1.7M
Wagner Wealth Management, LLC 0.44% Reduce -28.0% 14,271 $1.6M
Horizon Investments, LLC 0.04% Reduce -0.3% 14,156 $1.6M
Chemung Canal Trust Co. 0.33% Add +2.5% 14,145 $1.6M
Trust Co. of Vermont 0.08% Reduce -0.0% 14,052 $1.6M
Point72 (DIFC) Ltd 0.13% New 14,052 $1.6M
Vident Advisory, LLC 0.04% Add +18.1% 13,970 $1.6M
Donaldson Capital Management, LLC 0.06% Reduce -1.0% 13,898 $1.6M
ZWJ Investment Counsel Inc. 0.07% No change 13,897 $1.6M
Allianz Asset Management GmbH 0.00% Add +4.2% 13,893 $1.6M
Jacobi Capital Management LLC 0.12% Reduce -1.2% 13,870 $1.6M
Northcape Wealth Management, LLC 0.52% Add +2.3% 13,818 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Reduce -3.5% 13,732 $1.6M
Qtron Investments LLC 0.22% Add +52.1% 13,706 $1.6M
Meridian Wealth Management, LLC 0.08% Reduce -0.4% 13,703 $1.6M
Studio Investment Management LLC 0.33% Add +0.6% 13,640 $1.6M
Meridian Financial Partners LLC 0.79% Add +0.4% 13,625 $1.6M
Dover Advisors, LLC 0.89% Add +12.5% 13,535 $1.6M
Pullen Investment Management, LLC 1.13% Add +1.9% 13,443 $1.5M
Patten Group, Inc. 0.34% Add +5.0% 13,345 $1.5M
Grandview Asset Management LLC 0.88% Add +0.8% 13,266 $1.5M
Claro Advisors Inc. 0.20% Add +1.9% 13,163 $1.5M
Capital Investment Counsel, Inc 0.22% Add +4.5% 13,161 $1.5M
Wright Investors Service Inc. 0.40% Reduce -28.6% 13,146 $1.5M
Burke & Herbert Bank & Trust Co. 0.35% Reduce -3.1% 13,091 $1.5M
HUB Investment Partners, LLC 0.07% Add +20.7% 13,091 $1.5M
MTM Investment Management, LLC 0.59% Reduce -1.0% 13,232 $1.5M
Bellecapital International Ltd. 0.30% No change 13,072 $1.5M
Gibson Wealth Advisors LLC 1.22% No change 13,000 $1.5M
Meeder Advisory Services, Inc. 0.10% Add +5.8% 12,995 $1.5M
Little House Capital LLC 0.43% Reduce -8.6% 12,990 $1.5M
Marble Harbor Investment Counsel, LLC 0.16% Reduce -3.4% 12,877 $1.5M
Voya Financial Advisors, Inc. 0.16% Reduce -6.0% 12,799 $1.5M
Gables Capital Management Inc. 0.75% Reduce -0.1% 12,821 $1.5M
Alpha Omega Wealth Management LLC 0.27% Reduce -9.9% 12,820 $1.5M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -9.3% 12,686 $1.5M
Aviva PLC 0.00% Add +3.5% 12,674 $1.5M
RNC Capital Management LLC 0.08% No change 14,575 $1.5M
LongView Wealth Management 0.47% Add +45.8% 12,639 $1.5M
Cornerstone Wealth Management, LLC 0.10% Reduce -1.0% 12,638 $1.5M
Brooks, Moore & Associates, Inc. 0.86% Add +0.1% 12,583 $1.5M
Bank Ozk 0.60% Add +0.4% 12,563 $1.4M
Great Valley Advisor Group, Inc. 0.04% Reduce -0.7% 12,553 $1.4M
Haverford Trust Co 0.01% Add +7.8% 12,542 $1.4M
Farther Finance Advisors, LLC 0.05% Add +56.0% 12,538 $1.4M
F/m Investments LLC 0.05% Reduce -10.0% 12,487 $1.4M
Northeast Financial Consultants Inc 0.06% Add +0.4% 12,422 $1.4M
Excalibur Management Corp. 0.55% Reduce -0.4% 12,417 $1.4M
Columbia Asset Management 0.25% Add +4.0% 12,408 $1.4M
Compound Planning, Inc. 0.09% Add +2.6% 12,377 $1.4M
ROI Financial Advisors, LLC 0.98% Add +1.3% 12,363 $1.4M
Vise Technologies, Inc. 0.18% Add +29.1% 12,345 $1.4M
Vinva Investment Management Ltd 0.06% Reduce -9.8% 12,267 $1.4M
Nvwm, LLC 0.36% Reduce -1.1% 12,332 $1.4M
Allen Wealth Management, LLC 0.98% Add +1.6% 12,293 $1.4M
Lineweaver Wealth Advisors, LLC 0.27% Add +2.9% 12,288 $1.4M
Point Windward Advisors Inc. 0.54% Reduce -8.8% 12,255 $1.4M
Mesirow Financial Investment Management, Inc. 0.03% Add +1.4% 12,211 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Add +7.1% 12,196 $1.4M
Silver Oak Securities, Incorporated 0.15% Reduce -8.7% 12,109 $1.4M
Focus Financial Network, Inc. 0.06% Reduce -1.3% 12,147 $1.4M
Welch Group, LLC 0.06% Reduce -1.6% 12,145 $1.4M
NorthCoast Asset Management LLC 0.01% Reduce -1.1% 21,334 $1.4M
Trust Investment Advisors 0.89% Reduce -7.3% 12,074 $1.4M
Greenfield Savings Bank 0.66% Reduce -0.4% 12,033 $1.4M
Spirit of America Management Corp. 0.28% Add +0.4% 12,000 $1.4M
Weaver Capital Management LLC 0.41% Add +4.0% 11,949 $1.4M
JT Stratford LLC 0.24% Add +2.5% 11,933 $1.4M
Sheaff Brock Investment Advisors, LLC 0.12% Add +0.4% 11,916 $1.4M
EverSource Wealth Advisors, LLC 0.09% Add +2.0% 11,906 $1.4M
Trivium Point Advisory, LLC 0.19% Reduce -1.7% 12,241 $1.4M
LS Investment Advisors, LLC 0.20% Reduce -1.5% 11,729 $1.4M
Advisor OS, LLC 0.13% Add +6.5% 11,718 $1.4M
Clearbridge Investments, LLC 0.00% Reduce -15.2% 11,708 $1.3M
Burkett Financial Services, LLC 0.55% Add +19.2% 11,643 $1.3M
Biltmore Family Office, LLC 0.23% Add +0.2% 11,574 $1.3M
Taylor Hoffman Capital Management LLC 0.51% — 11,574 $1.3M
Elevation Point Wealth Partners, LLC 0.13% Reduce -12.8% 11,564 $1.3M
Novare Capital Management LLC 0.11% Add +0.5% 11,561 $1.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.13% Reduce -9.6% 11,510 $1.3M
Wedmont Private Capital 0.08% Add +14.6% 12,018 $1.3M
LCNB Corp. 0.47% Reduce -0.6% 11,442 $1.3M
First City Capital Management, Inc. 0.67% Reduce -4.7% 11,264 $1.3M
First Manhattan Co. Llc. 0.00% Add +5.3% 11,231 $1.3M
Schechter Investment Advisors, LLC 0.10% Reduce -0.4% 11,231 $1.3M
Sawyer & Company, Inc 0.48% Reduce -2.6% 11,192 $1.3M
Machina Capital S.A.S. 0.51% New 11,168 $1.3M
Arbor Investment Advisors, LLC 0.17% Add +174.8% 11,141 $1.3M
Ingalls & Snyder LLC 0.05% Reduce -21.7% 11,114 $1.3M
Arkadios Wealth Advisors 0.07% Add +18.7% 11,089 $1.3M
Fiduciary Trust Co 0.02% Reduce -0.2% 11,080 $1.3M
Mystic Asset Management, Inc. 0.48% Add +0.1% 11,060 $1.3M
Fourpath Capital Management, LLC 0.23% Reduce -12.9% 11,048 $1.3M
1ST Source Bank 0.07% Reduce -1.2% 11,043 $1.3M
LMG Wealth Partners, LLC 0.29% No change 10,994 $1.3M
First National Corp. /Ma/ 0.28% Reduce -7.3% 10,969 $1.3M
Evermay Wealth Management LLC 0.20% Reduce -1.8% 10,872 $1.3M
First National Advisers, LLC 0.20% Add +28.4% 10,816 $1.2M
Convergence Financial, LLC 0.26% Add +16.6% 10,794 $1.2M
BayBridge Capital Group, LLC 0.90% New 10,794 $1.2M
Portside Wealth Group, LLC 0.21% Add +5.7% 10,695 $1.2M
Van Lanschot Kempen Investment Management N.V. 0.01% New 10,586 $1.2M
Perigon Wealth Management, LLC 0.03% Add +26.1% 10,551 $1.2M
TCW Group Inc. 0.01% Reduce -2.3% 10,547 $1.2M
First Trust Investment Solutions L.P. 0.14% Add +23.5% 10,545 $1.2M
Caprock Group, LLC 0.04% Add +25.1% 10,537 $1.2M
Bfsg, LLC 0.14% Reduce -2.2% 10,517 $1.2M
Belpointe Asset Management LLC 0.07% Add +50.4% 10,514 $1.2M
Insigneo Advisory Services, LLC 0.12% Add +4.1% 10,495 $1.2M
Bridgefront Capital, LLC 0.47% New 10,476 $1.2M
WCG Wealth Advisors LLC 0.08% New 10,453 $1.2M
Allen Capital Group, LLC 0.15% Reduce -2.7% 10,442 $1.2M
Ransom Advisory, Ltd 0.56% Reduce -0.5% 10,412 $1.2M
Souders Financial Advisors 0.17% Add +0.3% 10,352 $1.2M
MSH Capital Advisors LLC 0.36% Add +0.0% 10,343 $1.2M
Keystone Financial Group 0.15% Add +7.0% 10,332 $1.2M
Old National Bancorp 0.03% Reduce -6.1% 10,326 $1.2M
Atlas Brown,Inc. 0.41% Reduce -8.7% 10,294 $1.2M
JBR Co Financial Management Inc 0.77% No change 10,204 $1.2M
HBK Sorce Advisory LLC 0.04% Reduce -4.6% 10,187 $1.2M
Chicago Capital, LLC 0.03% Add +0.9% 10,163 $1.2M
Trust Co of the South 0.25% No change 10,140 $1.2M
Whalerock Point Partners, LLC 0.29% Reduce -0.5% 10,127 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Add +1.8% 10,085 $1.2M
NFSG Corp 0.41% Add +401.6% 10,012 $1.2M
Smartleaf Asset Management LLC 0.14% Add +18.9% 9,901 $1.1M
First Dallas Securities Inc. 0.48% Reduce -8.5% 9,908 $1.1M
Precedent Wealth Partners, LLC 0.38% Add +16.6% 9,884 $1.1M
Procyon Advisors, LLC 0.08% Reduce -15.6% 9,863 $1.1M
Sollinda Capital Management LLC 0.32% Reduce -5.5% 9,861 $1.1M
Edge Capital Group, LLC 0.05% Reduce -2.5% 9,857 $1.1M
GAMMA Investing LLC 0.11% Add +35.9% 9,857 $1.1M
Delta Financial Advisors LLC 0.41% Reduce -1.8% 9,843 $1.1M
Fifth Third Wealth Advisors LLC 0.07% Add +36.2% 9,826 $1.1M
My Legacy Advisors, LLC 0.45% Reduce -17.1% 9,792 $1.1M
Valmark Advisers, Inc. 0.02% Add +2.3% 9,769 $1.1M
International Assets Investment Management, LLC 0.09% Add +20.8% 9,762 $1.1M
Hayek Kallen Investment Management 0.40% Add +0.6% 9,745 $1.1M
Fox Run Management, L.L.C. 0.25% Add +118.7% 9,739 $1.1M
CreativeOne Wealth, LLC 0.04% Add +55.9% 9,739 $1.1M
GMO 0.00% New 9,727 $1.1M
Radnor Capital Management, LLC 0.17% Add +24.6% 9,703 $1.1M
CFS Investment Advisory Services, LLC 0.09% Reduce -0.1% 9,659 $1.1M
United Bank 0.13% Add +2.0% 9,637 $1.1M
Kellett Wealth Advisors, LLC 0.79% Reduce -0.0% 9,623 $1.1M
Blake Schutter Theil Wealth Advisors, LLC 0.80% — 9,601 $1.1M
Stableford Capital II LLC 0.44% Reduce -10.0% 9,645 $1.1M
Sumitomo Life Insurance Co. 0.02% Add +2.8% 9,510 $1.1M
Cooper Financial Group 0.14% Reduce -22.7% 9,505 $1.1M
Widmann Financial Services, Inc. 0.83% No change 9,504 $1.1M
Inspire Trust Co, N.A. 0.30% Reduce -3.5% 9,500 $1.1M
Fca Corp. 0.34% Add +239.4% 9,483 $1.1M
Capital Square, LLC 0.66% Add +6.6% 9,462 $1.1M
Winthrop Capital Management, LLC 0.52% Add +7.4% 9,443 $1.1M
Intrust Bank NA 0.11% Reduce -8.9% 9,399 $1.1M
Peoples Financial Services Corp. 0.49% Reduce -1.2% 9,378 $1.1M
Keynote Financial Services LLC 0.83% Reduce -0.8% 9,373 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.39% Add +1.2% 9,349 $1.1M
Beacon Financial Advisory LLC 0.37% Reduce -0.5% 9,310 $1.1M
Mitchell Sinkler & Starr 0.27% Add +11.5% 11,853 $1.1M
Avantax Planning Partners, Inc. 0.04% Reduce -43.7% 9,277 $1.1M
Outfitters Financial LLC 0.88% Reduce -2.6% 9,250 $1.1M
Shepherd Kaplan Krochuk, LLC 0.80% Reduce -12.0% 9,194 $1.1M
Journey Advisory Group, LLC 0.13% Add +2.5% 10,510 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +11.4% 9,136 $1.1M
Morningstar Investment Management LLC 0.10% Reduce -0.7% 9,128 $1.1M
Ninepoint Partners LP 0.14% New 9,107 $1.1M
SageView Advisory Group, LLC 0.05% Reduce -32.7% 9,074 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -7.5% 9,067 $1.0M
Checchi Capital Advisers, LLC 0.08% Add +0.7% 9,055 $1.0M
Steph & Co. 0.33% Add +1.7% 9,042 $1.0M
Modern Wealth Management, LLC 0.06% Add +11.2% 8,955 $1.0M
Dark Forest Capital Management LP 0.13% Add +333.2% 8,937 $1.0M
Western Wealth Management, LLC 0.06% Add +2.0% 8,925 $1.0M
World Investment Advisors 0.03% Reduce -25.0% 8,897 $1.0M
Bank of Hawaii 0.04% Reduce -11.8% 8,888 $1.0M
Gibbs Wealth Management 0.33% Add +15.4% 8,888 $1.0M
Johnson Financial Group, Inc. 0.05% Add +3.3% 8,868 $1.0M
TCV Trust & Wealth Management, Inc. 0.09% Reduce -0.1% 8,821 $1.0M
Verity Asset Management, Inc. 0.38% Add +7.7% 8,811 $1.0M
Ballentine Partners, LLC 0.02% Add +6.2% 8,790 $1.0M
Chesley Taft & Associates LLC 0.05% No change 8,765 $1.0M
Horizon Financial Services, LLC 0.60% Add +8.8% 8,757 $1.0M
Community Bank of Raymore 0.76% Reduce -7.9% 8,745 $1.0M
Allred Capital Management, LLC 0.39% Reduce -2.3% 8,705 $1.0M
Tower Bridge Advisors 0.11% Add +9.4% 8,703 $1.0M
Cadence Bank 0.07% Add +4.5% 8,688 $1.0M
First Hawaiian Bank 0.03% Reduce -2.4% 8,666 $999K
Thrive Wealth Management, LLC 0.18% Reduce -0.8% 8,661 $999K
Oxford Asset Management LLP 0.84% New 8,647 $997K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.4% 8,641 $996K
Baldwin Investment Management, LLC 0.12% Reduce -2.4% 8,633 $995K
Neville Rodie & Shaw Inc. 0.07% Reduce -4.2% 8,631 $995K
Gratus Wealth Advisors, LLC 0.16% Reduce -7.8% 8,943 $986K
NovaPoint Capital, LLC 0.31% Add +8.0% 8,541 $985K
Ancora Advisors LLC 0.02% Add +18.8% 8,515 $982K
Citizens Financial Group Inc. 0.02% Add +2.6% 8,503 $980K
Patriot Financial Group Insurance Agency, LLC 0.13% Add +2.3% 8,495 $979K
Capital Advisors Inc. 0.02% Reduce -8.8% 8,492 $979K
Marshall Financial Group, LLC 0.23% Add +158.9% 8,483 $978K
Oakworth Capital, Inc. 0.07% Add +1.4% 8,463 $976K
Visionary Horizons, LLC 0.65% Reduce -0.3% 8,459 $975K
Archford Capital Strategies, LLC 0.15% Add +4.5% 8,461 $974K
Foster Victor Wealth Advisors, LLC 0.08% Reduce -4.5% 8,738 $973K
Stratos Wealth Advisors, LLC 0.04% Add +8.8% 8,434 $973K
Parallel Advisors, LLC 0.02% Add +20.3% 8,431 $972K
EPG Wealth Management LLC 0.24% Add +0.0% 8,419 $971K
Kovack Advisors, Inc. 0.10% Reduce -6.5% 8,399 $968K
SPC Financial, Inc. 0.08% Reduce -1.1% 8,347 $962K
Summit Trail Advisors, LLC 0.02% Add +9.5% 8,329 $960K
Ossiam 0.02% Add +232.1% 8,326 $960K
Doliver Advisors, LP 0.26% Add +2.3% 8,313 $958K
Balboa Wealth Partners 0.24% Add +96.0% 8,277 $954K
Brooklyn Investment Group 0.31% Add +0.7% 8,262 $953K
High Net Worth Advisory Group LLC 0.26% Add +1.2% 8,169 $942K
Cascades Capital Asset Management, LLC 0.53% — 8,151 $940K
BNP Paribas 0.04% No change 8,111 $938K
Cassaday & Co Wealth Management LLC 0.03% Add +1.7% 8,132 $938K
Harbour Trust & Investment Management Co 0.11% Reduce -2.2% 8,124 $937K
Heritage Investors Management Corp. 0.03% Reduce -23.3% 8,116 $936K
First National Bank & Trust Co. of Newtown 0.18% Reduce -1.2% 8,118 $936K
Summit Financial, LLC 0.04% Add +6.4% 8,115 $936K
Guardian Wealth Advisors, LLC / NC 0.10% Reduce -22.1% 8,089 $933K
Segment Wealth Management, LLC 0.06% Reduce -1.0% 8,080 $932K
Allen Mooney & Barnes Investment Advisors LLC 0.16% Reduce -0.9% 8,046 $928K
Plan Group Financial, LLC 0.49% Add +10.4% 8,026 $925K
Cape Investment Advisory, Inc. 0.37% Add +1.9% 7,991 $921K
Marcum Wealth, LLC 0.09% Reduce -6.1% 7,936 $915K
MADDEN SECURITIES Corp 0.39% Reduce -1.3% 7,924 $914K
Cigna Investments Inc. 0.16% Reduce -1.7% 7,906 $912K
Birch Hill Investment Advisors LLC 0.04% No change 7,888 $909K
Whittier Trust Co. 0.01% Add +0.4% 7,866 $907K
Hexagon Capital Partners LLC 0.18% Reduce -4.8% 7,857 $906K
Everhart Financial Group, Inc. 0.20% Add +7.6% 7,792 $898K
MIdWestOne Financial Group, Inc. 0.12% Reduce -1.8% 7,790 $898K
Sandy Spring Bank 0.04% Add +35.5% 7,754 $894K
Frank, Rimerman Advisors LLC 0.06% Reduce -31.1% 7,724 $891K
Field & Main Bank 0.32% Add +20.9% 7,720 $890K
Wulff, Hansen & Co. 0.80% No change 7,675 $885K
Chapin Davis, Inc. 0.29% No change 7,675 $885K
Cullinan Associates Inc. 0.05% Reduce -45.3% 7,357 $884K
Vest Financial, LLC 0.02% Add +199.0% 7,657 $883K
Abacus Planning Group, Inc. 0.16% Reduce -0.6% 7,605 $877K
Delta Financial Group, Inc. 0.32% Reduce -0.7% 7,580 $874K
Future Financial Wealth Managment LLC 0.62% Reduce -0.5% 7,578 $874K
Fiduciary Group, LLC 0.09% Reduce -1.9% 7,546 $870K
Northwest Bancshares, Inc. 0.15% Reduce -3.4% 7,496 $864K
Diligent Investors, LLC 0.20% Add +0.0% 7,468 $861K
Dorsey & Whitney Trust CO LLC 0.05% Add +74.8% 7,454 $859K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -1.2% 7,413 $855K
KCM Investment Advisors LLC 0.03% Add +0.1% 7,397 $853K
HM Payson & Co. 0.01% Reduce -3.4% 7,348 $847K
Essex Bank 0.21% Reduce -0.0% 7,344 $847K
Rehmann Capital Advisory Group 0.06% Add +0.3% 7,350 $845K
KLCM Advisors, Inc. 0.10% Add +20.9% 7,330 $845K
Cannon Financial Strategists, Inc. 0.15% Add +31.9% 7,322 $844K
Altfest L J & Co. Inc. 0.11% New 7,314 $843K
Avior Wealth Management, LLC 0.03% Reduce -1.2% 7,302 $842K
MQS Management LLC 0.47% New 7,297 $841K
West Family Investments, Inc. 0.29% Add +6.7% 7,285 $840K
Cassia Capital Partners, LLC 0.55% Reduce -6.8% 7,283 $840K
Independent Financial Group, LLC 0.03% Add +2.1% 7,282 $840K
InTrack Investment Management Inc 0.59% Reduce -6.5% 7,253 $836K
Quadrant Capital Group LLC 0.06% Reduce -5.6% 7,223 $833K
Prossimo Advisors, LLC 0.61% Add +0.3% 7,198 $830K
Schmidt P J Investment Management Inc. 0.14% Reduce -4.0% 7,154 $825K
V-Square Quantitative Management LLC 0.12% Add +5.1% 7,137 $823K
Chiron Capital Management, LLC 0.73% Reduce -8.9% 7,133 $822K
Banco Santander, S.A. 0.01% Reduce -33.3% 7,133 $822K
Diversified Trust Co. 0.02% Add +2.2% 7,131 $822K
Legacy Advisors, LLC 0.09% Add +1.7% 7,121 $821K
Trust Point Inc. 0.06% Reduce -4.9% 7,115 $820K
Howard Capital Management, LLC 0.01% New 7,106 $819K
Denali Advisors LLC 0.09% New 7,100 $819K
CoreCap Advisors, LLC 0.04% Add +0.0% 7,089 $817K
Retirement Guys Formula LLC 0.38% Add +5.5% 7,053 $813K
Albion Financial Group 0.06% No change 7,046 $812K
9258 Wealth Management, LLC 0.12% Reduce -30.7% 7,044 $812K
Doheny Asset Management 0.55% No change 7,045 $812K
Keudell/Morrison Wealth Management 0.22% Reduce -19.1% 7,040 $812K
Ritholtz Wealth Management 0.02% Add +29.4% 7,034 $811K
Mayflower Financial Advisors, LLC 0.12% Add +0.1% 7,031 $811K
Legacy Wealth Asset Management, LLC 0.22% Reduce -0.1% 7,021 $810K
Danske Bank A/S 0.00% Add +4.5% 6,987 $806K
Optimum Investment Advisors 0.35% No change 6,968 $803K
John G Ullman & Associates Inc. 0.12% No change 6,953 $802K
Headinvest, LLC 0.15% Add +7.4% 6,921 $798K
Wills Financial Group, Inc. 0.33% Add +4.6% 6,908 $796K
First Command Advisory Services, Inc. 0.01% Reduce -2.7% 6,903 $796K
United Community Bank 0.31% Reduce -3.1% 6,876 $793K
Hengehold Capital Management LLC 0.08% Reduce -4.7% 6,872 $792K
Northwest & Ethical Investments L.P. 0.02% Reduce -3.6% 6,868 $792K
L.M. Kohn & Company 0.20% Add +10.9% 6,868 $792K
WASHINGTON TRUST Co 0.03% Reduce -4.3% 6,819 $786K
Cross Staff Investments Inc 0.60% Add +5.2% 6,781 $782K
Asset Dedication, LLC 0.05% Reduce -29.7% 6,767 $780K
Adapt Wealth Advisors, LLC 0.42% No change 6,735 $777K
Wealth Management Associates, Inc. 0.34% Add +4.7% 6,712 $774K
Cornerstone Advisory, LLC 0.10% Add +1.0% 6,693 $772K
Engineers Gate Manager LP 0.02% New 6,692 $772K
Fiduciary Alliance LLC 0.10% Add +85.4% 6,688 $771K
Bigelow Investment Advisors, LLC 0.34% Reduce -0.1% 6,681 $770K
Archer Investment Corp 0.21% Add +0.1% 6,678 $770K
Kavar Capital Partners Group, LLC 0.12% No change 6,662 $768K
Costello Asset Management, INC 0.51% Reduce -2.9% 6,659 $768K
Powers Advisory Group, LLC 0.38% Add +0.6% 6,654 $767K
Continuum Advisory, LLC 0.10% Reduce -5.0% 6,928 $767K
Financial Advocates Investment Management 0.04% Reduce -9.8% 6,634 $765K
Armstrong Advisory Group, Inc. 0.06% Reduce -9.3% 6,616 $763K
Headlands Technologies LLC 0.09% New 6,602 $761K
Kanawha Capital Management LLC 0.06% Add +1.4% 6,591 $760K
Paradigm Capital Management, LLC 0.73% — 6,571 $758K
Sapient Capital LLC 0.02% Reduce -0.3% 6,559 $756K
Caldwell Sutter Capital, Inc. 0.35% Reduce -2.7% 6,555 $756K
Cidel Asset Management Inc. 0.05% No change 6,482 $747K
Crescent Sterling, Ltd. 0.71% Add +0.4% 6,478 $747K
Manchester Capital Management LLC 0.09% Reduce -0.0% 6,476 $747K
Ables, Iannone, Moore & Associates, Inc. 0.48% Reduce -10.0% 6,434 $742K
CW Advisors, LLC 0.01% Add +13.4% 6,430 $742K
Financial Partners Group, LLC 0.28% Reduce -11.9% 6,431 $742K
Lake Street Advisors Group, LLC 0.03% Add +3.5% 6,426 $741K
Spire Wealth Management 0.02% Reduce -3.8% 6,411 $739K
Kapstone Financial Advisors LLC 0.45% Reduce -0.6% 6,358 $737K
Nilsine Partners, LLC 0.10% Reduce -5.8% 6,365 $734K
Dearborn Partners LLC 0.03% Add +0.1% 6,352 $732K
Visionary Wealth Advisors 0.04% Add +1.6% 6,316 $728K
Edgewood Management LLC 0.00% No change 6,302 $727K
NorthRock Partners, LLC 0.02% Reduce -0.3% 6,269 $723K
Siemens Fonds Invest GmbH 0.06% Add +28.3% 6,262 $722K
Carret Asset Management, LLC 0.08% No change 6,238 $719K
Cobblestone Capital Advisors LLC 0.04% Add +0.4% 6,233 $719K
LifePlan Financial, LLC 0.62% Add +7.8% 6,229 $718K
MBL Wealth, LLC 0.08% Add +1.8% 6,215 $717K
OneAscent Financial Services LLC 0.51% Reduce -17.9% 6,152 $709K
Waters Parkerson & Co., LLC 0.04% Reduce -4.7% 6,147 $709K
Thoroughbred Financial Services, LLC 0.05% Add +5.7% 6,126 $706K
Carnegie Investment Counsel 0.02% Reduce -0.6% 6,082 $701K
Moneta Group Investment Advisors LLC 0.01% Reduce -1.6% 6,073 $700K
Brighton Jones LLC 0.03% Reduce -5.8% 6,054 $698K
Gladstone Institutional Advisory LLC 0.03% Add +2.6% 6,053 $698K
Hills Bank & Trust Co 0.05% No change 6,039 $696K
Parkside Financial Bank & Trust 0.10% Add +7.2% 6,037 $696K
Pitcairn Co. 0.04% Reduce -14.2% 6,020 $694K
Supplemental Annuity Collective Trust of NJ 0.20% No change 6,000 $692K
Clifford Swan Investment Counsel LLC 0.02% Add +1.7% 5,991 $691K
NBT Bank, N.A. 0.05% Add +3.2% 5,972 $689K
Stockman Wealth Management, Inc. 0.11% Reduce -0.1% 5,951 $686K
Silverlake Wealth Management LLC 0.26% Add +12.4% 5,942 $685K
Legacy Financial Advisors, Inc. 0.11% Add +1.9% 5,914 $682K
Lantz Financial LLC 0.18% Reduce -18.1% 5,905 $681K
Smith Chas P & Associates Pa Cpas 0.04% Add +10.4% 5,889 $679K
Guyasuta Investment Advisors Inc. 0.04% Reduce -3.7% 5,865 $676K
Smith Thornton Advisors LLC 0.44% Add +86.2% 5,863 $676K
Bank of New Hampshire 0.17% Reduce -7.4% 5,850 $675K
SeaCrest Wealth Management, LLC 0.07% Reduce -4.2% 5,839 $673K
Venture Visionary Partners LLC 0.03% Reduce -6.0% 5,837 $673K
Intrua Financial, LLC 0.11% Reduce -27.5% 5,830 $672K
CI Investments Inc. 0.00% Reduce -12.5% 5,803 $669K
Nations Financial Group Inc, /Ia/ 0.05% Add +38.2% 5,796 $668K
NewEdge Wealth, LLC 0.01% Add +102.5% 5,797 $668K
BCGM Wealth Management, LLC 0.22% Add +0.2% 5,770 $665K
Independence Bank of Kentucky 0.14% Reduce -1.9% 5,767 $665K
Glen Eagle Advisors, LLC 0.11% Reduce -2.7% 5,752 $663K
Passumpsic Savings Bank 0.43% Add +0.1% 5,739 $662K
Monetary Management Group Inc. 0.17% No change 5,733 $661K
Bridges Investment Management Inc. 0.01% Add +1.1% 5,717 $659K
Ausdal Financial Partners, Inc. 0.07% Add +0.4% 5,709 $658K
Financial Management Professionals, Inc. 0.08% Reduce -0.3% 5,686 $656K
Concord Wealth Partners 0.11% Add +3.8% 5,678 $655K
Kuhn & Co Investment Counsel 0.56% Reduce -2.0% 5,676 $654K
Personal Cfo Solutions, LLC 0.09% Reduce -0.8% 5,670 $654K
Rollins Financial Advisors, LLC 0.11% Add +30.3% 5,651 $652K
Investment Advisory Services Inc. /TX 0.23% No change 5,634 $650K
Wellington Shields & Co., LLC 0.20% Add +0.1% 5,631 $649K
Community Financial Services Group, LLC 0.13% Reduce -1.0% 5,607 $646K
PSI Advisors, LLC 0.19% Reduce -10.4% 5,602 $646K
Parsons Capital Management Inc. 0.04% No change 5,588 $644K
Agate Pass Investment Management, LLC 0.32% Reduce -5.3% 5,583 $644K
Wilkins Investment Counsel Inc. 0.09% Add +10.8% 5,565 $642K
Cypress Wealth Services, LLC 0.13% Add +40.8% 5,550 $640K
Bowen Hanes & Co. Inc. 0.02% No change 5,543 $639K
Phillips Wealth Planners LLC 0.61% Reduce -17.0% 5,330 $638K
Palogic Value Management, L.P. 0.26% No change 5,537 $638K
Grove Bank & Trust 0.09% Reduce -4.6% 5,513 $636K
E&G Advisors, LLC 0.18% Reduce -1.8% 5,500 $634K
Trilogy Capital Inc. 0.03% Reduce -6.0% 5,485 $632K
Infrastructure Capital Advisors, LLC 0.10% Reduce -35.6% 5,472 $631K
Retirement Planning Co of New England, Inc. 0.31% Add +2.3% 5,458 $629K
Register Financial Advisors LLC 0.32% Reduce -0.6% 5,457 $629K
Crewe Advisors LLC 0.07% Add +0.8% 5,452 $629K
Moody National Bank Trust Division 0.07% Add +39.0% 5,440 $627K
RB Capital Management, LLC 0.15% Reduce -1.4% 5,427 $626K
Arete Wealth Advisors, LLC 0.05% Reduce -24.9% 5,413 $623K
Fidelis Capital Partners, LLC 0.07% Add +1.5% 5,158 $622K
Busey Bank 0.02% Reduce -1.6% 5,393 $622K
Catalyst Financial Partners LLC 0.12% Add +23.1% 5,359 $618K
Pittenger & Anderson Inc. 0.02% Add +64.6% 5,350 $617K
Cyndeo Wealth Partners, LLC 0.04% Add +51.0% 5,337 $615K
Aspen Wealth Strategies, LLC 0.40% New 5,331 $615K
AA Financial Advisors, LLC 0.18% Add +6.9% 5,324 $614K
Ascentis Independent Advisors 0.10% Add +44.4% 5,319 $613K
Grey Ledge Advisors, LLC 0.16% Reduce -6.8% 5,318 $613K
Centre Asset Management, LLC 0.13% Reduce -5.0% 5,313 $613K
Eastern Bank 0.01% New 5,281 $609K
Washington Capital Management, Inc. 0.47% No change 5,275 $608K
Hudson Value Partners, LLC 0.24% Add +107.9% 5,250 $605K
AdvisorNet Financial, Inc 0.05% Add +8.9% 5,250 $605K
Goepper Burkhardt LLC 0.25% Reduce -9.5% 5,217 $601K
CVA Family Office, LLC 0.10% Add +0.6% 5,200 $600K
Roundview Capital LLC 0.04% Add +7.9% 5,200 $600K
Diversify Wealth Management, LLC 0.06% Add +5.0% 4,958 $598K
Hudock, Inc. 0.10% Add +0.2% 5,180 $597K
Fidelity D & D Bancorp Inc. 0.40% No change 5,166 $596K
Wendell David Associates Inc. 0.06% No change 5,139 $593K
Centaurus Financial, Inc. 0.04% Reduce -3.0% 5,143 $593K
Apexium Financial, LP 0.04% Reduce -0.8% 5,133 $592K
WBH Advisory Inc. 0.06% Reduce -5.0% 5,132 $592K
Gray Wealth Management Inc. 0.23% Add +1.2% 5,127 $591K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +52.2% 5,125 $591K
Finivi Inc. 0.48% Add +0.7% 5,118 $590K
Crestwood Advisors Group, LLC 0.01% Reduce -2.8% 5,098 $588K
Kingfisher Capital LLC 0.14% Add +1.0% 5,083 $586K
Nwam LLC 0.04% New 5,082 $586K
Mather Group, Llc. 0.01% Reduce -63.0% 5,081 $586K
Bill Few Associates, Inc. 0.21% No change 5,075 $585K
JFS Wealth Advisors, LLC 0.04% Add +3922.2% 5,068 $584K
Hendershot Investments Inc. 0.08% No change 5,060 $583K
Gryphon Financial Partners LLC 0.08% Add +8.4% 5,059 $583K
Carmichael Hill & Associates, Inc. 0.22% Add +0.2% 5,055 $583K
Northstar Advisory Group, LLC 0.30% Add +0.7% 5,053 $583K
Aspen Investment Management Inc 0.27% Reduce -0.3% 5,048 $582K
Petra Financial Advisors Inc. 0.38% Add +12.9% 5,047 $582K
Asset Advisors Investment Management, LLC 0.06% No change 5,044 $582K
Firethorn Wealth Partners, LLC 0.29% Reduce -5.8% 5,038 $581K
Graypoint LLC 0.04% Add +4.3% 5,018 $579K
MBA Advisors LLC 0.28% Add +11.7% 5,009 $578K
Garrett Wealth Advisory Group, LLC 0.14% Reduce -2.2% 5,007 $577K
First Heartland Consultants, Inc. 0.06% Reduce -31.2% 5,006 $577K
Clearwater Capital Advisors, LLC 0.06% New 4,997 $576K
Conning Inc. 0.02% Reduce -1.3% 4,984 $575K
XML Financial, LLC 0.05% Reduce -3.8% 4,964 $572K
Walker Asset Management, LLC 0.35% Add +0.7% 4,938 $569K
Probity Advisors, Inc. 0.11% Reduce -12.5% 4,927 $568K
CNB Bank 0.26% Reduce -11.0% 4,902 $565K
First Financial Bank - Trust Division 0.05% Reduce -1.2% 4,895 $564K
Destination Wealth Management 0.02% Add +27.9% 4,895 $564K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -1.4% 4,894 $564K
Saxony Capital Management, LLC 0.52% Reduce -6.1% 4,887 $564K
PBMares Wealth Management LLC 0.12% Add +1.8% 4,886 $563K
Octavia Wealth Advisors, LLC 0.07% Reduce -4.5% 4,885 $563K
Associated Banc-Corp 0.02% Reduce -14.2% 4,871 $562K
Traphagen Investment Advisors LLC 0.06% Add +2.4% 4,867 $561K
Capital Analysts, LLC 0.02% Add +89.4% 4,862 $561K
Financial Security Advisor, Inc. 0.14% Reduce -1.1% 4,856 $560K
Bard Financial Services, Inc. 0.07% Reduce -18.7% 4,855 $560K
Spinnaker Trust 0.03% No change 4,850 $559K
Venturi Wealth Management, LLC 0.03% Reduce -10.0% 4,845 $559K
Roberts Glore & Co. Inc. 0.16% Add +0.0% 4,844 $558K
Tyche Wealth Partners LLC 0.13% Add +0.1% 4,818 $555K
Concord Asset Management, LLC 0.13% Add +3.7% 4,815 $555K
Wolff Financial Management LLC 0.15% No change 4,810 $555K
Edge Financial Advisors LLC 0.49% Add +0.9% 4,807 $554K
Bar Harbor Wealth Management 0.04% Reduce -2.4% 4,806 $554K
HHM Wealth Advisors, LLC 0.08% Reduce -2.9% 4,794 $553K
United Bank 0.25% Add +2.7% 4,764 $549K
Ethic Inc. 0.01% Reduce -21.5% 5,675 $549K
Whittier Trust Co. of Nevada Inc. 0.01% No change 4,745 $547K
True Vision MN LLC 0.33% Reduce -8.6% 4,727 $545K
Syon Capital LLC 0.05% Reduce -1.7% 4,718 $544K
Verdad Advisers, LP 0.73% New 4,716 $544K
TFG Advisers LLC 0.20% Add +8.9% 4,712 $543K
OmniStar Financial Group, Inc. 0.41% Reduce -1.4% 4,710 $543K
Main Street Financial Solutions, LLC 0.05% Add +68.1% 4,701 $542K
Patton Albertson Miller Group, LLC 0.07% Reduce -4.5% 4,694 $541K
McKinley Carter Wealth Services, Inc. 0.03% Add +0.2% 4,686 $540K
Americana Partners, LLC 0.04% Add +20.3% 4,672 $539K
D.B. Root & Company, LLC 0.18% Reduce -28.9% 4,662 $538K
Allegheny Financial Group 0.13% Add +85.4% 4,661 $537K
Coppell Advisory Solutions LLC 0.08% Add +29.7% 4,612 $535K
O'ROURKE & COMPANY, Inc 0.27% Add +0.2% 4,598 $530K
Prairie Sky Financial Group LLC 0.30% No change 4,596 $530K
O'Keefe Stevens Advisory, Inc. 0.16% Add +41.3% 4,594 $530K
Flputnam Investment Management Co. 0.01% Add +0.4% 4,578 $528K
Novak & Powell Financial Services, Inc. 0.31% Reduce -2.9% 4,571 $527K
Adirondack Trust Co. 0.20% Reduce -1.6% 4,555 $525K
Longfellow Investment Management Co. LLC 0.13% Reduce -23.8% 4,537 $523K
Pinnacle West Asset Management, Inc. 0.37% Add +2.6% 4,540 $523K
Salomon & Ludwin, LLC 0.05% No change 4,535 $523K
RIA Advisory Group LLC 0.18% — 4,531 $522K
Lazard Asset Management LLC 0.00% Add +143.8% 4,533 $522K
Wealthquest Corp 0.05% Reduce -26.4% 4,481 $521K
Ashton Thomas Securities, LLC 0.10% Add +23.8% 4,505 $519K
Cordatus Wealth Management LLC 0.19% Add +1.4% 4,490 $518K
Greatmark Investment Partners, Inc. 0.07% Reduce -2.4% 4,491 $518K
Members Trust Co 0.02% Reduce -5.5% 4,490 $518K
Gateway Investment Advisers LLC 0.01% Reduce -2.8% 4,483 $517K
Hummer Financial Advisory Services Inc 0.41% No change 4,474 $516K
Park Place Capital Corp 0.15% Reduce -41.6% 4,467 $515K
SignalPoint Asset Management, LLC 0.12% Add +0.2% 4,440 $515K
Resurgent Financial Advisors LLC 0.30% Reduce -38.8% 4,460 $514K
TBH Global Asset Management, LLC 0.11% No change 4,455 $514K
Accurate Wealth Management, LLC 0.10% Add +6.4% 4,376 $513K
Midland Wealth Advisors, LLC 0.03% Reduce -21.8% 4,426 $510K
Hodges Capital Management Inc. 0.03% Reduce -1.7% 4,423 $510K
Fulton Breakefield Broenniman LLC 0.04% Reduce -7.2% 4,415 $509K
Citizens Business Bank 0.10% Reduce -25.5% 4,413 $509K
Trueblood Wealth Management, LLC 0.25% Reduce -0.8% 4,402 $508K
Beese Fulmer Investment Management, Inc. 0.04% No change 4,398 $507K
Kenora Financial, LLC 0.20% Reduce -1.4% 4,396 $507K
Community Trust & Investment Co. 0.03% New 4,392 $506K
Tiemann Investment Advisors, LLC 0.22% Reduce -3.3% 4,373 $504K
Lake Street Private Wealth, LLC 0.08% Reduce -31.8% 4,367 $504K
Guardian Investment Management 0.43% Reduce -1.1% 4,349 $501K
Argus Investors' Counsel, Inc. 0.33% No change 4,338 $500K
CHICAGO TRUST Co NA 0.09% Add +22.0% 4,337 $500K
Garner Asset Management Corp 0.17% Add +1.2% 4,336 $500K
Steigerwald, Gordon & Koch Inc. 0.05% No change 4,312 $497K
Campion Asset Management 0.36% Reduce -4.2% 4,310 $497K
Boston Financial Mangement LLC 0.01% No change 4,308 $497K
Blue Fin Capital, Inc. 0.09% No change 4,301 $496K
Aspen Grove Capital, LLC 0.11% Add +1.6% 4,299 $496K
Centennial Bank 0.23% Reduce -1.4% 4,271 $492K
Princeton Capital Management LLC 0.15% No change 4,263 $491K
FLC Capital Advisors 0.11% Add +9.0% 4,218 $486K
Bray Capital Advisors 0.12% No change 4,205 $485K
Investment Partners Asset Management, Inc. 0.39% No change 4,178 $482K
Hancock Whitney Corp. 0.02% Reduce -0.9% 4,169 $481K
Atlas Private Wealth Advisors 0.07% Add +8.6% 4,164 $480K
Latitude Advisors, LLC 0.27% Reduce -0.1% 4,150 $478K
Aspiriant, LLC 0.02% Add +13.6% 4,148 $478K
CMG Global Holdings, LLC 0.27% No change 4,148 $478K
Knollwood Investment Advisory, LLC 0.05% No change 4,142 $478K
Reynders McVeigh Capital Management, LLC 0.03% Add +11.1% 4,132 $476K
Verum Partners LLC 0.14% Reduce -0.9% 4,126 $476K
McDonough Capital Management, Inc 0.33% Reduce -7.4% 4,119 $475K
Clarius Group, LLC 0.03% Reduce -3.4% 4,134 $474K
Zacks Investment Management 0.00% Add +0.4% 4,113 $474K
Letko, Brosseau & Associates Inc. 0.01% Add +29.4% 4,100 $473K
Waterloo Capital, L.P. 0.05% New 4,090 $472K
Avestar Capital, LLC 0.05% Add +4.8% 4,061 $468K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -8.0% 4,035 $465K
Fulcrum Equity Management 0.39% Add +0.7% 4,029 $465K
NCM Capital Management, LLC 0.22% No change 4,029 $465K
Alliance Wealth Advisors, LLC 0.27% Add +11.4% 4,028 $464K
Marotta Asset Management 0.09% Reduce -0.8% 4,027 $464K
Flagship Harbor Advisors, LLC 0.03% Add +0.0% 4,027 $464K
Tudor Financial Inc. 0.29% — 4,024 $464K
Horizon Investment Services, LLC 0.20% Reduce -16.0% 4,019 $463K
Beacon Capital Management, LLC 0.07% Add +7.2% 4,010 $462K
One Capital Management, LLC 0.01% Reduce -5.7% 4,006 $462K
Catalyst Funds Management Pty Ltd 0.10% Add +1900.0% 4,000 $461K
Walter Public Investments Inc. 0.08% No change 4,000 $461K
Bedel Financial Consulting, Inc. 0.07% Reduce -1.2% 3,994 $461K
RiverFront Investment Group, LLC 0.01% New 3,991 $460K
Blueprint Investment Partners LLC 0.08% Reduce -5.4% 3,987 $460K
Veltria Advisors Corp. 0.18% Reduce -3.8% 3,968 $458K
Alliance Wealth Advisors, LLC 0.12% Add +2.9% 3,963 $457K
CWS Financial Advisors, LLC 0.16% Reduce -0.5% 3,958 $456K
Mayfair Advisory Group, LLC 0.29% Reduce -1.1% 3,999 $456K
Joel Isaacson & Co., LLC 0.02% Reduce -4.6% 3,930 $453K
Westmount Partners, LLC 0.14% Reduce -3.9% 3,926 $453K
Lantern Wealth Advisors, LLC 0.31% Reduce -15.2% 3,920 $452K
IronBridge Private Wealth, LLC 0.17% Add +6.9% 3,903 $450K
Blackston Financial Advisory Group, LLC 0.23% Reduce -6.3% 3,898 $449K
Sunbelt Securities, Inc. 0.04% No change 3,890 $449K
Almanack Investment Partners, LLC. 0.07% Add +0.9% 3,886 $448K
Horan Securities, Inc. 0.17% Reduce -1.0% 3,885 $448K
Roberts Financial Services LLC 0.08% Reduce -12.0% 3,879 $447K
Transform Wealth, LLC 0.03% Add +0.1% 3,864 $446K
Sonora Investment Management Group, LLC 0.03% Add +4.7% 3,862 $445K
Southland Equity Partners LLC 0.11% Add +9.0% 3,861 $445K
PFG Advisors 0.03% Add +2.1% 3,835 $442K
Davis R M Inc. 0.01% Reduce -4.2% 3,815 $440K
Revisor Wealth Management LLC 0.27% Reduce -13.9% 3,794 $437K
Baker Avenue Asset Management, LP 0.01% Add +1.0% 3,787 $437K
Accel Wealth Management 0.16% Reduce -2.0% 3,782 $436K
OneAscent Wealth Management LLC 0.17% Add +17.0% 3,771 $435K
Sierra Summit Advisors LLC 0.10% Add +20.3% 3,765 $434K
Waddell & Associates, LLC 0.05% Add +0.2% 3,761 $434K
Pinnacle Wealth Management Group, Inc. 0.27% No change 3,748 $432K
AlphaCore Capital LLC 0.10% Reduce -2.8% 3,746 $432K
Meridian Investment Counsel Inc. 0.13% No change 3,745 $432K
CFO4Life Group, LLC 0.08% Reduce -1.8% 3,745 $432K
Absher Wealth Management, LLC 0.06% Add +45.0% 3,712 $428K
West Paces Advisors Inc. 0.10% Add +80.5% 3,699 $426K
Patriot Investment Management Group, Inc. 0.03% Reduce -2.4% 3,680 $424K
World Equity Group, Inc. 0.15% Reduce -12.1% 3,676 $424K
Soltis Investment Advisors LLC 0.04% Reduce -0.7% 3,671 $423K
Broadwater Capital Management LLC 0.31% No change 3,666 $423K
Darwin Wealth Management, LLC 0.12% Add +0.1% 3,660 $422K
Flaharty Asset Management, LLC 0.06% Reduce -23.1% 3,658 $422K
Brophy Wealth Management, LLC 0.15% — 3,655 $421K
First Western Trust Bank 0.02% No change 3,651 $421K
Birchcreek Wealth Management, LLC 0.27% Reduce -12.7% 3,635 $419K
Brandywine Oak Private Wealth LLC 0.04% Add +1.4% 3,629 $418K
Capital Asset Advisory Services LLC 0.02% Reduce -4.3% 3,780 $418K
Kennebec Savings Bank 0.41% — 3,627 $418K
Balyasny Asset Management L.P. 0.00% Reduce -99.2% 3,620 $417K
McDaniel Terry & Co. 0.03% Add +0.8% 3,605 $416K
Am Investment Strategies LLC 0.10% Add +0.8% 3,596 $415K
Quad-Cities Investment Group, LLC 0.21% Add +0.2% 3,596 $415K
Marietta Investment Partners LLC 0.09% No change 3,581 $413K
Enterprise Financial Services Corp 0.24% Reduce -1.4% 3,574 $412K
Grant/GrossMendelsohn, LLC 0.18% Add +0.7% 3,572 $412K
New Republic Capital, LLC 0.24% Reduce -12.9% 3,569 $412K
KPP Advisory Services LLC 0.10% Add +5.0% 3,556 $410K
Premier Path Wealth Partners, LLC 0.06% Add +1.5% 3,555 $410K
Objectivity Squared, LLC 0.28% Add +0.1% 3,714 $409K
Verus Financial Partners, Inc. 0.04% Add +0.1% 3,519 $409K
Fisher Asset Management 0.00% Reduce -37.4% 3,536 $408K
MKT Advisors LLC 0.19% Reduce -0.7% 3,492 $407K
Rockland Trust Co. 0.02% Reduce -7.3% 3,529 $407K
Aldebaran Financial Inc. 0.48% Reduce -5.4% 3,525 $406K
King Wealth Management Group 0.06% Add +0.9% 3,520 $406K
Kiely Wealth Advisory Group, Inc. 0.26% Add +0.2% 3,600 $405K
Catalina Capital Group, LLC 0.14% Add +13.3% 3,511 $405K
Clearstead Trust, LLC 0.10% No change 3,509 $405K
Journey Strategic Wealth LLC 0.01% New 3,494 $403K
PCA Investment Advisory Services Inc. 0.19% Add +0.1% 3,492 $403K
Sculati Wealth Management, LLC 0.16% New 3,480 $401K
CX Institutional 0.02% Add +10.8% 3,474 $401K
Pallas Capital Advisors LLC 0.02% Reduce -2.5% 3,361 $400K
Means Investment Co., Inc. 0.04% Reduce -0.2% 3,463 $399K
Plato Investment Management Ltd 0.03% Add +12.9% 3,465 $399K
New Hampshire Trust 0.09% Add +16.9% 3,459 $399K
Sandbox Financial Partners, LLC 0.14% Add +0.1% 3,452 $398K
Pine Harbor Wealth Management, LLC 0.20% Add +0.0% 3,450 $398K
Waldron Private Wealth LLC 0.02% Add +4.2% 3,437 $396K
LVM Capital Management Ltd. 0.05% No change 3,955 $396K
Fairfield, Bush & Co. 0.24% Reduce -18.1% 3,434 $396K
Douglas Lane & Associates, LLC 0.01% Reduce -2.6% 3,434 $396K
Rossmore Private Capital 0.05% Add +32.8% 3,431 $396K
First Citizens Financial Corp 0.21% Reduce -1.1% 3,427 $395K
Sawgrass Asset Management LLC 0.04% New 3,426 $395K
Brass Tax Wealth Management, Inc. 0.08% Add +24.7% 3,421 $394K
Eisler Capital (UK) Ltd. 0.09% Reduce -81.5% 3,411 $393K
Front Row Advisors LLC 0.14% Reduce -1.3% 3,409 $393K
Beaton Management Co. Inc. 0.20% No change 3,404 $393K
Mosaic Family Wealth Partners, LLC 0.06% Add +15.0% 3,393 $391K
Clayton Financial Group LLC 0.15% Add +33.1% 3,388 $391K
Burney Co./ 0.01% Reduce -1.4% 3,387 $391K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.15% No change 3,369 $388K
UNIVEST FINANCIAL Corp 0.03% New 3,364 $388K
William B. Walkup & Associates, Inc. 0.24% No change 3,358 $387K
TRUE Private Wealth Advisors 0.05% Reduce -1.9% 3,342 $385K
St. Louis Trust Co 0.05% Reduce -36.0% 3,333 $384K
MJP Associates Inc. 0.07% Add +17.3% 3,322 $383K
Duncker Streett & Co. Inc. 0.07% Reduce -4.2% 3,321 $383K
44 Wealth Management LLC 0.13% — 3,167 $382K
Hobbs Group Advisors, LLC 0.14% Add +2.5% 3,310 $382K
Alpine Bank Wealth Management 0.06% — 3,309 $382K
Muirfield Wealth Advisors LLC 0.32% Add +0.9% 3,307 $381K
Nicolet Advisory Services, LLC 0.04% Reduce -13.1% 3,290 $381K
MWA Asset Management 0.25% Add +0.5% 3,300 $380K
Marathon Capital Management 0.09% No change 3,297 $380K
Cladis Investment Advisory, LLC 0.26% No change 3,288 $379K
Cim Investment Management Inc. 0.11% Reduce -3.0% 3,285 $379K
JB Capital LLC 0.02% Reduce -15.4% 3,282 $378K
Aveo Capital Partners, LLC 0.04% Reduce -7.9% 3,279 $378K
Revolve Wealth Partners, LLC 0.06% Add +4.0% 3,275 $378K
Quent Capital, LLC 0.04% Reduce -3.1% 3,271 $377K
Norris Perne & French LLP 0.03% Reduce -5.1% 3,271 $377K
Sterling Investment Counsel, LLC 0.13% No change 3,263 $376K
MCF Advisors LLC 0.03% Add +2.0% 3,263 $376K
PDS Planning, Inc 0.03% Add +1.9% 3,251 $375K
Acorn Financial Advisory Services Inc. 0.07% Add +0.0% 3,244 $374K
LBMC Investment Advisors, LLC 0.03% Add +0.0% 3,240 $374K
Apella Capital, LLC 0.02% Add +1.4% 3,197 $373K
Picton Mahoney Asset Management 0.01% Add +194.3% 3,234 $373K
Cadinha & Co. LLC 0.06% Add +10.2% 3,235 $373K
Sargent Investment Group, LLC 0.07% Reduce -0.1% 3,230 $372K
Childress Capital Advisors, LLC 0.10% Reduce -11.6% 3,219 $371K
Prostatis Group LLC 0.12% Reduce -4.8% 3,212 $370K
Beverly Hills Private Wealth, LLC 0.08% Reduce -21.4% 3,209 $370K
Diversify Advisory Services, LLC 0.02% Add +11.7% 3,079 $369K
Signature Estate & Investment Advisors LLC 0.01% Add +6.8% 3,194 $368K
Stokes Capital Advisors, LLC 0.09% Add +15.4% 3,179 $367K
Fagan Associates, Inc. 0.06% Add +0.9% 3,177 $366K
Cascade Investment Group, Inc. 0.27% Reduce -1.1% 3,170 $366K
CRA Financial Services, LLC 0.07% No change 3,160 $364K
Commonwealth Financial Services, LLC 0.07% Reduce -1.0% 3,131 $364K
Summit Asset Management, LLC 0.04% No change 3,155 $364K
WealthPlan Investment Management, LLC 0.04% No change 3,151 $363K
Xcel Wealth Management, LLC 0.11% Add +0.7% 3,139 $362K
Cedrus LLC 0.13% Reduce -28.4% 3,122 $360K
Meridian Wealth Partners, LLC 0.06% Add +0.3% 3,116 $359K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +38.1% 3,115 $359K
Larson Financial Group LLC 0.02% Add +32.7% 3,110 $359K
Keel Point, LLC 0.03% Reduce -9.1% 3,103 $358K
Westhampton Capital, LLC 0.18% No change 3,097 $357K
Prio Wealth Limited Partnership 0.01% Reduce -8.2% 3,095 $357K
Lindbrook Capital, LLC 0.03% Add +1.7% 3,090 $356K
Burns J W & Co. Inc. 0.05% No change 3,083 $355K
Evergreen Capital Management LLC 0.01% Add +0.3% 3,080 $355K
Sigma Investment Counselors Inc. 0.02% No change 3,077 $355K
McGowan Group Asset Management, Inc. 0.05% Add +0.1% 3,074 $354K
Union Savings Bank 0.17% Add +18.7% 3,073 $354K
LSP Investment Advisors, LLC 0.19% No change 3,060 $353K
L2 Asset Management, LLC 0.10% Add +3.5% 3,058 $353K
Wimmer Associates 1, LLC 0.17% Reduce -1.8% 3,056 $352K
Baker Boyer National Bank 0.12% No change 3,053 $352K
Simon Quick Advisors, LLC 0.02% Add +11.4% 3,048 $351K
Channel Wealth LLC 0.12% Add +0.7% 3,047 $351K
Exchange Bank 0.29% No change 3,045 $351K
Baron Silver Stevens Financial Advisors, LLC 0.06% No change 3,045 $351K
Jackson Wealth Management, LLC 0.04% No change 3,043 $351K
Uncommon Cents Investing LLC 0.10% Add +4.3% 3,008 $347K
Centurion Wealth Management LLC 0.11% — 3,001 $346K
Davidson Investment Advisors 0.02% No change 3,000 $346K
Heartwood Wealth Advisors LLC 0.04% No change 2,987 $344K
North Star Investment Management Corp. 0.02% Add +1.3% 2,985 $344K
Market Street Wealth Management Advisors LLC 0.06% Add +0.5% 2,976 $343K
St Germain D J Co. Inc. 0.02% Reduce -10.1% 2,967 $342K
Interchange Capital Partners, LLC 0.12% Reduce -0.1% 2,959 $341K
Tucker Asset Management LLC 0.08% Reduce -22.9% 2,954 $341K
Transcend Capital Advisors, LLC 0.02% Reduce -7.7% 2,947 $340K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% No change 2,945 $340K
Atalanta Sosnoff Capital, LLC 0.01% No change 2,938 $339K
Breakwater Capital Group 0.07% Add +2.4% 2,932 $338K
OMC Financial Services LTD 0.16% No change 3,367 $337K
Searle & Co. 0.08% Reduce -27.4% 2,918 $336K
Boston Trust Walden Corp 0.00% Reduce -2.2% 2,918 $336K
Hurlow Wealth Management Group, Inc. 0.10% Add +0.8% 2,916 $336K
American Money Management, LLC 0.07% No change 2,911 $336K
MBB Public Markets I LLC 0.03% Reduce -94.8% 2,880 $332K
Callan Capital, LLC 0.02% Add +20.0% 2,880 $332K
Walter & Keenan Wealth Management LLC /in/ 0.10% Add +0.1% 2,876 $332K
Spinnaker Investment Group, LLC 0.08% Reduce -0.3% 2,869 $331K
Titleist Asset Management, LLC 0.05% Reduce -4.5% 2,862 $330K
Buckingham Capital Management, Inc. 0.04% Reduce -0.5% 2,860 $330K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -6.9% 2,850 $329K
United Asset Strategies, Inc. 0.03% Add +27.4% 2,839 $327K
Everstar Asset Management, LLC 0.22% — 2,830 $326K
Quotient Wealth Partners, LLC 0.01% Add +0.6% 2,830 $326K
Buttonwood Financial Advisors Inc. 0.14% Reduce -7.3% 2,820 $325K
Kapitalo Investimentos Ltda 0.08% New 2,812 $324K
Raab & Moskowitz Asset Management LLC 0.08% Add +12.3% 2,794 $322K
BIP Wealth, LLC 0.02% Add +1.3% 2,788 $321K
Beacon Investment Advisors LLC 0.15% Add +0.5% 2,786 $321K
Citizens National Bank Trust Department 0.07% No change 2,782 $321K
Wrapmanager Inc. 0.08% Reduce -40.7% 2,769 $319K
Lloyd Advisory Services, LLC. 0.15% Reduce -24.9% 2,763 $319K
Rothschild Wealth LLC 0.10% Add +6.8% 2,762 $318K
Blossom Wealth Management 0.64% No change 2,760 $318K
Van Cleef Asset Management,Inc 0.04% No change 2,749 $317K
Vestmark Advisory Solutions, Inc. 0.01% New 2,741 $316K
Private Capital Management, LLC 0.03% Reduce -36.1% 2,737 $316K
FWG Holdings, LLC 0.16% Reduce -11.6% 2,695 $315K
Mark Sheptoff Financial Planning, LLC 0.17% Reduce -1.8% 2,735 $315K
Baron Wealth Management LLC 0.15% Add +3.5% 2,730 $315K
Carl P. Sherr & Co., LLC 0.17% No change 2,721 $314K
Central Bank & Trust Co. 0.04% No change 2,718 $313K
Onyx Bridge Wealth Group LLC 0.05% Add +0.3% 2,711 $313K
Elmwood Wealth Management, Inc. 0.13% Reduce -3.8% 2,711 $313K
Chelsea Counsel Co. 0.15% Add +14.9% 2,701 $311K
Peachtree Investment Partners, LLC 0.12% Add +2.1% 2,687 $310K
Truvestments Capital LLC 0.08% Add +14.7% 2,683 $309K
Executive Wealth Management, LLC 0.02% Reduce -1.9% 2,680 $309K
Rosenberg Matthew Hamilton 0.08% Add +5.6% 2,672 $308K
Ritter Daniher Financial Advisory LLC / DE 0.09% Add +0.1% 2,672 $308K
WINTON GROUP Ltd 0.02% New 2,669 $308K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +17.6% 2,663 $307K
Smithfield Trust Co 0.02% Reduce -0.6% 2,666 $307K
West Michigan Advisors, LLC 0.09% Reduce -0.2% 2,655 $306K
Sanders Morris Harris LLC 0.05% No change 2,650 $306K
Kraematon Investment Advisors, Inc. 0.30% Add +0.8% 2,650 $305K
Colonial River Investments, LLC 0.15% Reduce -3.5% 2,643 $305K
FDx Advisors, Inc. 0.08% Reduce -30.2% 2,630 $303K
Verus Capital Partners, LLC 0.03% Reduce -4.8% 2,628 $303K
Pflug Koory, LLC 0.02% — 2,626 $303K
Griffin Asset Management, Inc. 0.03% Add +0.5% 2,624 $303K
Slagle Financial, LLC 0.13% Reduce -13.1% 2,621 $302K
Evoke Wealth, LLC 0.01% New 2,620 $302K
Partnership Wealth Management, LLC 0.21% No change 2,612 $301K
Certuity, LLC 0.03% Reduce -20.1% 2,610 $301K
Peregrine Asset Advisers, Inc. 0.10% Reduce -78.4% 2,606 $300K
First Financial Corp. 0.14% Reduce -4.7% 2,598 $300K
First Nebraska Trust Co 0.03% No change 2,593 $299K
Baldwin Wealth Partners LLC 0.02% Add +2684.9% 2,590 $299K
Tyler-Stone Wealth Management 0.06% Add +83.2% 2,588 $298K
Invst, LLC 0.04% Add +19.4% 2,583 $298K
BKM Wealth Management, LLC 0.12% New 2,577 $297K
M&R Capital Management Inc. 0.07% Add +0.7% 2,576 $297K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -11.6% 2,574 $297K
FSB Premier Wealth Management, Inc. 0.12% Reduce -2.2% 2,568 $296K
D'Orazio & Associates, Inc. 0.04% Add +5.5% 2,560 $295K
HTLF Bank 0.03% No change 2,555 $295K
Ironsides Asset Advisors, LLC 0.09% Add +9.0% 2,554 $295K
Sittner & Nelson, LLC 0.13% No change 2,551 $294K
United Advisor Group, LLC 0.07% New 2,550 $294K
Schrum Private Wealth Management LLC 0.15% New 2,546 $294K
Beirne Wealth Consulting Services, LLC 0.10% Add +0.2% 2,536 $292K
Cravens & Co Advisors, LLC 0.22% Reduce -14.6% 2,526 $291K
Kohmann Bosshard Financial Services, LLC 0.04% No change 2,526 $291K
VeraBank, N.A. 0.09% Reduce -1.6% 2,523 $291K
LCM Capital Management Inc 0.17% Reduce -2.6% 2,516 $290K
Capital Advisors Wealth Management, LLC 0.05% Add +1.2% 2,516 $290K
First Merchants Corp. 0.01% New 2,507 $289K
Schulz Wealth, LTD. 0.22% No change 2,505 $289K
Washington Trust Advisors, Inc. 0.02% No change 2,505 $289K
Shayne & Jacobs, LLC 0.07% No change 2,500 $288K
Mason & Associates, LLC 0.09% Reduce -2.6% 2,489 $287K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -5.7% 2,487 $287K
Red Wave Investments LLC 0.10% Add +0.9% 2,486 $287K
Syntegra Private Wealth Group, LLC 0.03% No change 2,485 $287K
Grandfield & Dodd, LLC 0.02% No change 2,485 $287K
Mainstay Capital Management LLC 0.05% Reduce -0.4% 2,475 $285K
Calamos Wealth Management LLC 0.01% Reduce -3.3% 2,470 $285K
Cromwell Holdings LLC 0.18% No change 2,469 $285K
Ellis Investment Partners, LLC 0.06% Add +0.5% 2,468 $285K
Weatherly Asset Management L. P. 0.02% Add +13.9% 2,466 $284K
McLean Asset Management Corp 0.09% Reduce -16.9% 2,479 $283K
FRG Family Wealth Advisors LLC 0.05% No change 2,450 $282K
Gradient Investments LLC 0.01% Add +0.9% 2,448 $282K
Advus Financial Partners, LLC 0.08% Reduce -3.1% 2,426 $280K
Allegiance Financial Group Advisory Services LLC 0.10% No change 2,422 $279K
Wealth Quarterback LLC 0.15% Reduce -1.3% 2,421 $279K
Lazari Capital Management, Inc. 0.12% Add +1.3% 2,420 $279K
Royal Capital Wealth Management, LLC 0.20% No change 2,416 $279K
Clear Creek Financial Management, LLC 0.03% Add +4.0% 2,416 $279K
Stanley-Laman Group, Ltd. 0.04% Reduce -60.8% 2,412 $278K
NorthStar Asset Management LLC 0.19% Reduce -11.0% 2,408 $278K
Patron Partners, LLC 0.15% Add +10.4% 2,407 $278K
Calton & Associates, Inc. 0.11% New 2,402 $277K
Penn Mutual Asset Management 0.79% No change 2,400 $277K
Lockerman Financial Group, Inc. 0.47% Reduce -0.9% 2,400 $277K
Apriem Advisors 0.03% No change 2,400 $277K
Bath Savings Trust Co 0.03% Reduce -2.0% 2,394 $276K
ICONIQ Capital, LLC 0.01% New 2,391 $276K
Howard Wealth Management, LLC 0.16% Add +0.1% 2,389 $275K
Argent Financial Group, Inc. 0.03% — 2,388 $275K
Gleason Group, Inc. 0.05% Add +0.9% 2,374 $274K
Callan Family Office, LLC 0.05% Add +5.2% 2,366 $273K
Barlow Wealth Partners, LLC 0.04% No change 2,469 $272K
Stokes Family Office, LLC 0.03% Reduce -17.4% 2,358 $272K
Tilia Fiduciary Partners, Inc. 0.19% Add +7.1% 2,357 $272K
Lokken Investment Group LLC 0.11% Add +0.5% 2,355 $271K
Pure Financial Advisors, LLC 0.01% Reduce -2.6% 2,354 $271K
Peoples Bank 0.18% Reduce -5.0% 2,349 $271K
Joule Financial, LLC 0.10% Add +0.0% 2,345 $270K
1900 Wealth Management LLC 0.02% Add +2.9% 2,341 $270K
Hilltop National Bank 0.08% Reduce -3.0% 2,336 $269K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -22.6% 2,334 $269K
Aprio Wealth Management, LLC 0.04% Reduce -13.4% 2,334 $269K
Richardson Financial Services Inc. 0.17% Add +3.9% 2,668 $269K
Pettinga Financial Advisors LLC 0.06% No change 2,317 $267K
New Century Financial Group, LLC 0.10% Add +7.3% 2,313 $267K
Vantage Financial Partners, LLC 0.07% Add +0.4% 2,312 $267K
Bridge Creek Capital Management LLC 0.08% No change 2,307 $266K
TrueWealth Advisors, LLC 0.09% Add +1.9% 2,287 $264K
Geller Advisors LLC 0.02% Add +3.9% 2,279 $263K
Tradition Wealth Management, LLC 0.02% Add +0.6% 2,270 $262K
Mainsail Asset Management, LLC 0.19% No change 2,270 $262K
Arkfeld Wealth Strategies, L.L.C. 0.13% Add +0.7% 2,294 $262K
L. Roy Papp & Associates, LLP 0.03% Add +6.1% 2,266 $261K
Foster Group, Inc. 0.01% Add +3.8% 2,265 $261K
Farmers & Merchants Trust Co of Chambersburg PA 0.10% No change 2,264 $261K
Nicolet Bankshares Inc. 0.05% No change 2,257 $260K
Aaron Wealth Advisors LLC 0.03% New 2,257 $260K
CarsonAllaria Wealth Management, Ltd. 0.15% Reduce -5.3% 2,256 $260K
Savvy Advisors, Inc. 0.05% New 2,249 $259K
Matrix Private Capital Group LLC 0.15% No change 2,248 $259K
Opal Wealth Advisors, LLC 0.08% Add +5.8% 2,247 $259K
Pinion Investment Advisors, LLC 0.11% Reduce -2.8% 2,240 $258K
Optas, LLC 0.06% Reduce -1.3% 2,234 $258K
M. Kraus & Co 0.08% No change 2,229 $257K
Bay Rivers Group 0.13% Reduce -10.1% 2,224 $256K
Pinnacle Bancorp, Inc. 0.07% No change 2,223 $256K
Atlas Wealth Partners, LLC 0.39% New 2,208 $255K
Meridian Financial Advisors, LLC 0.17% No change 2,206 $254K
Providence First Trust Co 0.11% No change 2,200 $254K
Virtue Capital Management, LLC 0.05% Reduce -7.7% 2,199 $254K
Thor Investment Management Inc. /Oh/ 0.18% Reduce -27.3% 2,198 $253K
Cozad Asset Management Inc. 0.02% Reduce -16.3% 2,190 $252K
Alternative Investment Advisors, LLC. 0.13% Add +9.4% 2,190 $252K
Roble, Belko & Company, Inc 0.04% No change 2,182 $252K
CPC Advisors, LLC 0.04% Reduce -10.6% 2,185 $252K
Philip James Wealth Mangement, LLC 0.03% New 2,180 $251K
Sivia Capital Partners, LLC 0.15% Reduce -0.5% 2,171 $250K
Private Client Services, LLC 0.13% New 2,168 $250K
Jmac Enterprises LLC 0.04% Reduce -28.2% 2,166 $250K
Capital Planning Advisors, LLC 0.04% New 2,159 $249K
Obsidian Personal Planning Solutions LLC 0.13% Reduce -13.8% 2,154 $248K
Primoris Wealth Advisors, LLC 0.18% No change 2,148 $248K
Indiana Trust & Investment Management Co 0.08% No change 2,147 $248K
Arax Advisory Partners 0.02% Add +2.0% 2,136 $246K
AlTi Global, Inc. 0.01% Add +0.8% 2,128 $245K
Essex Investment Management Co. LLC 0.04% No change 2,128 $245K
Nicholson Wealth Management Group, LLC 0.20% — 2,125 $245K
Canandaigua National Trust Co of Florida 0.21% — 2,124 $245K
Sage Mountain Advisors LLC 0.02% Reduce -38.3% 2,115 $244K
Horan Capital Advisors, LLC. 0.08% No change 2,104 $243K
Cypress Asset Management Inc. 0.06% Reduce -3.5% 2,100 $242K
Westover Capital Advisors, LLC 0.05% Add +5.0% 2,100 $242K
Fullcircle Wealth LLC 0.11% Reduce -32.0% 2,065 $242K
Optiver Holding B.V. 0.01% New 2,089 $241K
Peak Planning Group, LLC 0.11% Reduce -1.3% 2,088 $241K
Winthrop Advisory Group LLC 0.03% New 2,086 $241K
Avidian Wealth Enterprises, LLC 0.01% Reduce -25.5% 2,084 $240K
WealthTrust Asset Management, LLC 0.18% New 2,083 $240K
Western Pacific Wealth Management, LP 0.16% Reduce -3.8% 2,081 $240K
Mezzasalma Advisors, LLC 0.09% New 2,080 $240K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.1% 2,080 $240K
Corton Capital Inc. 0.12% Reduce -10.0% 2,078 $240K
Oxford Financial Group, LTD. LLC 0.02% Reduce -27.9% 2,078 $240K
Fortis Capital Advisors, LLC 0.08% New 2,075 $239K
Berkshire Asset Management LLC 0.01% No change 2,387 $239K
First Foundation Advisors 0.01% Add +10.1% 2,075 $239K
NBW Capital LLC 0.04% Reduce -1.7% 2,072 $239K
Stone Run Capital, LLC 0.09% No change 2,071 $239K
Shilanski & Associates, Inc. 0.08% Add +0.6% 2,063 $238K
Mechanics Financial Corp 0.10% Add +105.7% 2,057 $237K
Legacy Capital Wealth Partners, LLC 0.05% New 2,056 $237K
Sunpointe, LLC 0.19% Reduce -34.2% 2,049 $236K
TCI Wealth Advisors, Inc. 0.02% Reduce -25.2% 2,047 $236K
Lifeworks Advisors, LLC 0.05% New 2,040 $235K
Hazlett, Burt & Watson, Inc. 0.11% Add +6.9% 2,026 $235K
Auxano Advisors, LLC 0.06% Add +0.5% 2,037 $235K
Simplicity Wealth,LLC 0.02% Reduce -91.6% 2,034 $235K
West Branch Capital LLC 0.08% Add +0.1% 2,034 $235K
Bremer Bank National Association 0.04% Reduce -5.1% 2,034 $235K
Summit X, LLC 0.06% Reduce -21.6% 2,335 $234K
CYBER HORNET ETFs LLC 0.24% Add +0.6% 2,029 $234K
Crown Wealth Group, LLC 0.10% New 2,026 $234K
Salvus Wealth Management, LLC 0.14% New 2,018 $233K
Intergy Private Wealth, LLC 0.09% New 2,017 $233K
Country Trust Bank 0.01% Add +36.1% 2,015 $232K
Wambolt & Associates, LLC 0.06% Reduce -46.1% 1,997 $232K
O'Dell Group, LLC 0.05% New 2,007 $231K
Coastline Trust Co 0.03% No change 2,005 $231K
North Star Asset Management Inc. 0.01% New 2,004 $231K
Mindset Wealth Management, LLC 0.10% — 2,000 $231K
First Financial Bankshares Inc 0.00% No change 1,996 $230K
Lawson Kroeker Investment Management Inc. 0.04% New 1,991 $230K
Sfmg, LLC 0.02% New 1,990 $229K
Ostrum Asset Management 0.02% Add +1.3% 1,982 $229K
Van Hulzen Asset Management, LLC 0.02% New 1,982 $228K
Charter Oak Capital Management, LLC 0.02% New 1,958 $226K
Provident Wealth Management, LLC 0.08% New 1,958 $226K
Alhambra Investment Management LLC 0.12% New 1,957 $226K
WealthPLAN Partners, LLC 0.03% New 1,957 $226K
Strategic Investment Solutions, Inc. 0.07% Add +1.3% 1,951 $225K
City State Bank 0.08% No change 1,951 $225K
Worth Asset Management, LLC 0.12% New 1,947 $224K
Castleview Partners, LLC 0.13% Add +4.8% 1,944 $224K
Fortitude Advisory Group L.L.C. 0.14% Reduce -10.3% 1,940 $224K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 1,939 $224K
GW Henssler & Associates Ltd. 0.01% New 1,938 $223K
South Street Advisors LLC 0.03% New 1,937 $223K
Pring Turner Capital Group Inc. 0.14% New 1,934 $223K
Eads & Heald Wealth Management 0.11% New 1,924 $222K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -7.7% 1,926 $222K
Plancorp, LLC 0.01% New 1,920 $221K
Alera Investment Advisors, LLC 0.03% New 1,916 $221K
tru Independence LLC 0.06% New 1,915 $221K
MV Capital Management, Inc. 0.02% Reduce -0.1% 1,913 $221K
Wiser Advisor Group LLC 0.33% Reduce -37.8% 1,910 $220K
Koss-Olinger Consulting, LLC 0.02% New 1,909 $220K
Freestone Capital Holdings, LLC 0.01% New 1,908 $220K
Semus Wealth Partners LLC 0.15% New 1,907 $220K
Alta Advisers Ltd 0.10% No change 1,900 $219K
Greenline Partners, LLC 0.03% Reduce -13.9% 1,900 $219K
Gilman Hill Asset Management, LLC 0.04% Reduce -28.4% 1,895 $218K
Armstrong, Fleming & Moore, Inc 0.13% New 1,889 $218K
Everpar Advisors LLC 0.11% New 1,886 $217K
Silvant Capital Management LLC 0.01% No change 1,886 $217K
Black Diamond Financial, LLC 0.04% New 1,885 $217K
Peddock Capital Advisors, LLC 0.05% New 1,884 $217K
Weaver Consulting Group 0.07% New 1,883 $217K
Liberty Wealth Management LLC 0.04% Reduce -76.1% 1,878 $217K
Orrstown Financial Services Inc. 0.06% New 1,881 $217K
LifePlan Investment Advisors, Inc. 0.14% New 1,881 $217K
LexAurum Advisors, LLC 0.05% New 1,873 $216K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -21.0% 1,872 $216K
Yelin Lapidot Holdings Management Ltd. 0.04% New 1,871 $216K
Benin Management CORP 0.06% New 1,868 $215K
Norman Fields, Gottscho Capital Management, LLC 0.07% New 1,868 $215K
Longview Financial Advisors, Inc. 0.16% New 1,861 $215K
Adell Harriman & Carpenter Inc. 0.02% Reduce -21.2% 1,856 $214K
Second Half Financial Partners, LLC 0.11% New 1,854 $214K
Planned Solutions, Inc. 0.09% New 1,852 $214K
White Knight Strategic Wealth Advisors, LLC 0.19% Reduce -50.2% 1,850 $213K
Liberty Capital Management, Inc. 0.05% Reduce -9.3% 1,850 $213K
Householder Group Estate & Retirement Specialist, LLC 0.06% Reduce -15.1% 1,847 $213K
Crew Capital Management, Ltd 0.17% New 1,845 $213K
Scotia Capital Inc. 0.00% New 1,844 $213K
Sugarloaf Wealth Management, LLC 0.04% Reduce -1.8% 1,844 $213K
Stephens Consulting, LLC 0.05% Reduce -1.5% 1,839 $212K
Perennial Investment Advisors, LLC 0.03% New 1,838 $212K
Capasso Planning Partners LLC 0.06% Reduce -11.8% 1,837 $212K
Tranquility Partners, LLC 0.08% New 1,833 $211K
Aufman Associates Inc 0.14% New 1,828 $211K
Patrick M Sweeney & Associates, Inc. 0.15% New 1,827 $211K
Charles Schwab Trust Co 0.02% Reduce -11.5% 1,824 $210K
Kestra Investment Management, LLC 0.01% New 1,819 $210K
180 Wealth Advisors, LLC 0.03% New 1,816 $209K
J.P. Marvel Investment Advisors, LLC 0.03% New 1,811 $209K
Tradewinds Capital Management, LLC 0.06% No change 1,809 $209K
Bank of Marin 0.17% New 1,809 $209K
Moss Adams Wealth Advisors LLC 0.02% New 1,805 $208K
Valley Brook Capital Group, Inc. 0.15% New 1,804 $208K
Bank of Nova Scotia Trust Co. 0.02% New 1,800 $208K
Rappaport Reiches Capital Management, LLC 0.06% New 1,794 $207K
Covenant Partners, LLC 0.06% New 1,792 $207K
Silver Coast Investments LLC 0.08% New 1,785 $206K
Safeguard Investment Advisory Group, LLC 0.06% New 1,784 $206K
Charter Research & Investment Group, Inc. 0.15% New 1,781 $205K
Mattern Wealth Management LLC 0.05% New 1,780 $205K
IVC Wealth Advisors LLC 0.11% New 1,774 $205K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +21.6% 1,766 $204K
Alpha Cubed Investments, LLC 0.01% Reduce -42.9% 1,764 $203K
Chesapeake Wealth Management 0.07% New 1,763 $203K
Pinnacle Wealth Planning Services, Inc. 0.03% New 1,762 $203K
BCS Wealth Management 0.09% New 1,758 $203K
Acadian Asset Management LLC 0.00% Reduce -93.2% 1,765 $203K
Moseley Investment Management Inc. 0.08% New 1,755 $202K
Petix & Botte Co 0.05% New 1,752 $202K
Sentry LLC 0.04% New 1,744 $201K
1834 Investment Advisors Co. 0.02% Reduce -24.7% 1,744 $201K
Beaumont Financial Advisors, LLC 0.02% New 1,739 $200K
Old Second National Bank of Aurora 0.05% No change 1,738 $200K
Renasant Bank 0.13% Reduce -26.1% 1,737 $200K
Harbor Investment Advisory, LLC 0.02% Reduce -0.4% 1,732 $200K
Elevation Wealth Partners, LLC 0.08% No change 1,709 $197K
Fortitude Family Office, LLC 0.08% Add +475.5% 1,669 $192K
Allianz SE 0.01% No change 1,666 $192K
Glass Jacobson Investment Advisors llc 0.06% No change 1,661 $192K
Barrett & Company, Inc. 0.08% Add +0.1% 1,651 $190K
WR Wealth Planners, LLC 0.05% Add +6.0% 1,648 $190K
First United Bank & Trust 0.07% Reduce -1.2% 1,648 $190K
Sound Income Strategies, LLC 0.01% Reduce -6.5% 1,595 $184K
Deseret Mutual Benefit Administrators 0.09% No change 1,576 $182K
Dakota Community Bank & Trust NA 0.89% Reduce -0.8% 1,542 $178K
Safe Harbor Fiduciary, LLC 0.16% — 1,518 $175K
Shell Asset Management Co. 0.01% — 1,499 $173K
Morse Asset Management, Inc 0.04% New 1,500 $173K
MeadowBrook Investment Advisors LLC 0.16% Reduce -21.7% 1,493 $172K
AlphaMark Advisors, LLC 0.06% Reduce -20.7% 1,448 $167K
Valley National Advisers Inc. 0.03% Reduce -20.3% 1,442 $166K
Center for Financial Planning, Inc. 0.02% No change 1,408 $162K
Princeton Global Asset Management LLC 0.03% Add +44.4% 1,404 $162K
TCTC Holdings, LLC 0.01% No change 1,373 $158K
Knuff & Co LLC 0.05% No change 1,358 $157K
Vestor Capital, LLC 0.01% No change 1,353 $156K
Atwood & Palmer Inc. 0.01% No change 1,348 $155K
Icon Wealth Advisors, LLC 0.01% Reduce -5.8% 1,337 $154K
Kimelman & Baird, LLC 0.01% No change 1,332 $154K
Howard Capital Management Group, LLC 0.01% No change 1,329 $153K
New England Capital Financial Advisors LLC 0.08% No change 1,310 $151K
Hollencrest Capital Management 0.01% No change 1,250 $144K
Cranbrook Wealth Management, LLC 0.03% No change 1,233 $142K
Community Bank, N.A. 0.02% Reduce -1.8% 1,227 $141K
Plante Moran Financial Advisors, LLC 0.01% Add +9.7% 1,223 $141K
Ruedi Wealth Management, Inc. 0.05% Reduce -0.7% 1,207 $139K
S.A. Mason LLC 0.07% No change 1,203 $139K
Key Financial Inc 0.03% Add +0.6% 1,172 $135K
Redmont Wealth Advisors LLC 0.21% No change 1,170 $135K
Coston, McIsaac & Partners 0.04% Reduce -9.8% 1,139 $131K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,130 $130K
WFA of San Diego, LLC 0.11% No change 1,099 $127K
New Millennium Group LLC 0.08% No change 1,088 $126K
AllSquare Wealth Management LLC 0.07% No change 1,082 $125K
Towne Trust Company, N.A 0.04% No change 1,082 $125K
Bangor Savings Bank 0.01% Reduce -0.9% 1,073 $124K
Jefferies Financial Group Inc. 0.00% New 1,070 $123K
Webster Bank, N. A. 0.01% No change 1,059 $122K
Nemes Rush Group LLC 0.02% Add +6.7% 1,236 $120K
Addison Advisors LLC 0.03% No change 1,033 $119K
Advantage Trust Co 0.08% No change 1,029 $119K
Piscataqua Savings Bank 0.10% No change 1,029 $119K
Centerpoint Advisors, LLC 0.04% Reduce -6.5% 1,027 $118K
Byrne Asset Management LLC 0.08% No change 1,018 $117K
Investors Research Corp 0.03% Reduce -23.7% 1,000 $115K
Missouri Trust & Investment Co 0.04% No change 971 $112K
GPS Wealth Strategies Group, LLC 0.01% Reduce -22.6% 970 $112K
Painted Porch Advisors LLC 0.06% Add +10.5% 956 $110K
Kozak & Associates, Inc. 0.03% Add +0.9% 911 $109K
TruNorth Capital Management, LLC 0.03% Add +15.2% 940 $108K
Arrow Financial Corp 0.01% Reduce -31.8% 930 $107K
Kepos Capital LP 0.05% Reduce -43.0% 908 $105K
ORG Partners LLC 0.02% Reduce -9.5% 900 $104K
CoreFirst Bank & Trust 0.06% New 872 $101K
Gen-Wealth Partners Inc 0.04% Add +13.3% 850 $97K
Central Pacific Bank - Trust Division 0.01% No change 833 $96K
Capital Advisors, Ltd. LLC 0.01% No change 822 $95K
Louisbourg Investments Inc. 0.02% No change 800 $92K
Main Street Group, LTD 0.04% Reduce -36.6% 797 $92K
Cherry Tree Wealth Management, LLC 0.02% Add +0.5% 768 $89K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 763 $88K
Cassady Schiller Wealth Management, LLC 0.03% Add +0.3% 740 $85K
C M Bidwell & Associates Ltd. 0.05% Add +4.0% 736 $85K
Versant Capital Management, Inc 0.02% Add +52.1% 730 $84K
Foster Dykema Cabot & Partners, LLC 0.01% Add +21.7% 728 $84K
Earned Wealth Advisors, LLC 0.03% New 727 $84K
Abound Wealth Management 0.03% Add +109.3% 724 $83K
Meeder Asset Management Inc. 0.01% New 723 $83K
Atticus Wealth Management, LLC 0.03% No change 721 $83K
Luken Investment Analytics, LLC 0.04% No change 721 $83K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 717 $83K
LGT Financial Advisors LLC 0.20% Reduce -47.2% 708 $82K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 695 $80K
Boyd Watterson Asset Management LLC 0.02% Reduce -3.2% 675 $78K
Westside Investment Management, Inc. 0.02% No change 671 $77K
Edmond DE Rothschild Holding S.A. 0.00% No change 667 $77K
Capstone Investment Advisors, LLC 0.00% Reduce -93.3% 659 $76K
New Potomac Partners, LLC 0.04% New 650 $75K
Wellington Shields Capital Management, LLC 0.01% No change 649 $75K
Perkins Coie Trust Co 0.02% No change 649 $75K
Fairscale Capital, LLC 0.06% No change 640 $74K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 636 $73K
Wintrust Investments LLC 0.05% Reduce -89.5% 641 $73K
Macroview Investment Management LLC 0.07% Add +0.2% 632 $73K
Canopy Partners, LLC 0.03% Add +2.0% 622 $72K
Investment Research & Advisory Group, Inc. 0.03% Add +1.0% 620 $71K
PFS Partners, LLC 0.04% Add +0.8% 618 $71K
LRI Investments, LLC 0.01% No change 635 $70K
Financial Network Wealth Advisors LLC 0.06% Reduce -57.5% 606 $70K
GHP Investment Advisors, Inc. 0.00% Add +3.4% 604 $70K
Leonteq Securities AG 0.01% Reduce -65.9% 592 $68K
RE Dickinson Investment Advisors, LLC 0.04% No change 587 $68K
Davis Capital Management 0.05% No change 585 $67K
Northwest Financial Advisors 0.05% New 577 $67K
Bellevue Asset Management, LLC 0.03% Add +0.2% 575 $66K
Bruce G. Allen Investments, LLC 0.05% No change 571 $66K
Fortis Group Advisors, LLC 0.01% No change 570 $66K
GoalVest Advisory LLC 0.02% No change 566 $65K
Motco 0.01% Add +33.3% 560 $65K
Virtus Investment Advisers, LLC 0.05% No change 535 $62K
Delta Asset Management LLC 0.01% No change 518 $60K
Stuart Chaussee & Associates, Inc. 0.02% No change 514 $59K
Pathway Financial Advisers, LLC 0.03% Add +11471.4% 6,777,973 $59K
Beach Investment Counsel Inc. 0.01% No change 500 $58K
Livelsberger Financial Advisory 1.21% New 502 $58K
Lummis Asset Management, LP 0.07% No change 500 $58K
Trivant Custom Portfolio Group, LLC 0.03% Reduce -9.1% 500 $58K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $58K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -14.2% 497 $57K
Tidemark, LLC 0.02% Add +1.3% 477 $55K
Global Trust Asset Management, LLC 0.02% Reduce -11.2% 475 $55K
Canton Hathaway, LLC 0.01% No change 471 $54K
PFG Private Wealth Management, LLC 0.03% No change 466 $54K
Pin Oak Investment Advisors Inc. 0.05% No change 456 $52K
FSA Wealth Management LLC 0.02% — 437 $50K
Sachetta, LLC 0.02% Add +33.2% 433 $50K
Gilliland Jeter Wealth Management LLC 0.02% No change 433 $50K
Rise Advisors, LLC 0.02% Add +0.9% 431 $50K
1620 Investment Advisors, Inc. 0.04% Reduce -8.2% 428 $49K
Friedenthal Financial 0.03% New 427 $49K
Horrell Capital Management, Inc. 0.01% No change 429 $49K
FSC Wealth Advisors, LLC 0.03% Add +0.7% 412 $47K
Covestor Ltd 0.03% Add +31.0% 410 $47K
GW&K Investment Management, LLC 0.00% Add +8.5% 408 $47K
Elequin Capital, LP 0.10% New 405 $47K
Hemington Wealth Management 0.01% New 407 $46K
Rational Advisors, Inc. 0.00% Reduce -12.5% 391 $45K
Lowe Wealth Advisors, LLC 0.02% Add +27.8% 382 $44K
Pineridge Advisors LLC 0.02% Add +0.8% 374 $43K
Acima Private Wealth, LLC 0.01% No change 368 $42K
New Age Alpha Advisors, LLC 0.03% New 362 $42K
Tortoise Investment Management, LLC 0.00% Add +8.4% 362 $42K
Carolina Wealth Advisors, LLC 0.02% Add +82.7% 360 $42K
Pacifica Partners Inc. 0.02% No change 354 $41K
TFC Financial Management, Inc. 0.01% No change 353 $41K
First Community Trust NA 0.03% No change 348 $40K
Lipe & Dalton 0.02% No change 343 $40K
WFA Asset Management Corp 0.02% Add +0.6% 347 $40K
McIlrath & Eck, LLC 0.01% Add +0.9% 341 $39K
Catalyst Capital Advisors LLC 0.00% Add +100.0% 334 $39K
Cornerstone National Bank & Trust Co 0.02% New 333 $38K
Arlington Trust Co LLC 0.01% No change 332 $38K
Reston Wealth Management LLC 0.01% New 327 $38K
Claris Advisors, LLC / Mo / 0.02% New 327 $38K
FWL Investment Management, LLC 0.01% Add +116.0% 324 $37K
Global Wealth Strategies & Associates 0.01% No change 317 $37K
Pacific Capital Wealth Advisors, Inc. 0.01% Reduce -22.3% 317 $37K
Oarsman Capital, Inc. 0.01% New 311 $36K
Bell Investment Advisors, Inc 0.01% Add +1.7% 301 $35K
Viking Fund Management LLC 0.01% No change 300 $35K
Global Financial Private Client, LLC 0.01% New 292 $34K
Compass Wealth Management LLC 0.01% No change 290 $33K
CKW Financial Group 0.00% No change 288 $33K
Olistico Wealth, LLC 0.02% Reduce -6.7% 280 $32K
JNBA Financial Advisors 0.00% No change 276 $32K
Private Wealth Management Group, LLC 0.01% No change 271 $31K
Northwest Investment Counselors, LLC 0.01% New 263 $30K
Toth Financial Advisory Corp. 0.00% Add +0.4% 263 $30K
SIMA Wealth Partners, LLC 0.03% No change 258 $30K
Core Alternative Capital 0.01% No change 250 $29K
Legacy Investment Solutions, LLC 0.02% — 257 $29K
Legacy Wealth Managment, LLC 0.02% — 257 $29K
Operose Advisors LLC 0.01% No change 248 $29K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 240 $29K
Beaird Harris Wealth Management, LLC 0.00% Reduce -87.2% 239 $28K
Prestige Wealth Management Group LLC 0.01% No change 235 $27K
First Pacific Financial 0.01% No change 234 $27K
St. Johns Investment Management Company, LLC 0.01% No change 226 $26K
Chesapeake Asset Management LLC 0.02% Add +178.7% 209 $24K
Perritt Capital Management Inc 0.01% Add +1.0% 207 $24K
Northwest Bank & Trust Co 0.02% Reduce -49.0% 207 $24K
Founders Capital Management 0.01% Add +1.0% 204 $24K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 204 $23K
PARK CIRCLE Co 0.02% No change 200 $23K
Financial Freedom, LLC 0.01% No change 192 $22K
DT Investment Partners, LLC 0.00% No change 190 $22K
Altshuler Shaham Ltd 0.00% Reduce -8.0% 183 $21K
Financial Connections Group, Inc. 0.01% No change 187 $21K
Riverview Trust Co 0.02% Add +6.7% 175 $20K
SRH Advisors, LLC 0.01% No change 175 $20K
Briaud Financial Planning Inc 0.01% No change 175 $20K
Cedar Wealth Management, LLC 0.01% No change 169 $19K
Financial Perspectives, Inc 0.01% No change 168 $19K
Signature Resources Capital Management, LLC 0.02% No change 166 $19K
American Capital Advisory, LLC 0.01% No change 166 $19K
DHJJ Financial Advisors, Ltd. 0.01% No change 165 $19K
Mascoma Wealth Management LLC 0.00% Add +116.0% 162 $19K
Avion Wealth 0.00% Reduce -0.6% 161 $18K
Dunhill Financial, LLC 0.01% Add +109.5% 155 $18K
MidAtlantic Capital Management, Inc. 0.01% No change 155 $18K
Millburn Ridgefield LLC 0.00% Reduce -10.2% 150 $17K
Richard W. Paul & Associates, LLC 0.01% Reduce -38.7% 149 $17K
Ramirez Asset Management, Inc. 0.00% No change 144 $17K
Transcendent Capital Group LLC 0.01% No change 141 $16K
Frazier Financial Advisors, LLC 0.01% Reduce -37.4% 137 $16K
SWAN Capital LLC 0.01% No change 134 $15K
ESL Trust Services, LLC 0.00% No change 131 $15K
Halpern Financial, Inc. 0.00% No change 123 $14K
Raffa Wealth Management, LLC 0.00% Reduce -90.0% 114 $13K
Cyrus J. Lawrence, LLC 0.00% No change 121 $13K
Accordant Advisory Group Inc 0.01% Add +12.0% 112 $13K
Red Tortoise LLC 0.01% No change 109 $13K
West Financial Advisors, LLC 0.00% No change 108 $12K
Miller Wealth Advisors, LLC 0.01% No change 100 $12K
General Partner, Inc. 0.01% No change 101 $12K
Activest Wealth Management 0.00% Add +0.0% 100 $12K
Cornerstone Planning Group LLC 0.00% Add +3.2% 97 $11K
Anfield Capital Management, LLC 0.00% Add +625.0% 87 $10K
POM Investment Strategies, LLC 0.01% Add +1.2% 85 $10K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -15.0% 85 $10K
USAdvisors Wealth Management, LLC 0.00% No change 10,000 $9K
Tsfg, LLC 0.00% No change 78 $9K
Dagco, Inc. 0.00% No change 78 $9K
Chilton Capital Management LLC 0.00% Reduce -38.8% 74 $9K
Winch Advisory Services, LLC 0.00% Add +1.4% 73 $8K
CGC Financial Services, LLC 0.00% No change 66 $8K
MRP Capital Investments, LLC 0.01% New 63 $7K
Aspect Partners, LLC 0.00% No change 63 $7K
BOK Financial Private Wealth, Inc. 0.00% Reduce -89.2% 61 $7K
Penserra Capital Management LLC 0.00% Reduce -100.0% 63 $7K
Caitlin John, LLC 0.00% Add +1.6% 63 $7K
Robinswood Financial LLC 0.00% Add +165.0% 53 $6K
Granite FO LLC 0.00% New 50 $6K
Ameliora Wealth Management Ltd. 0.00% Reduce -85.7% 50 $6K
Morton Brown Family Wealth, LLC 0.00% New 50 $6K
Tributary Capital Management, LLC 0.00% No change 50 $6K
Stone House Investment Management, LLC 0.00% Add +125.0% 45 $5K
Horizon Bancorp Inc. 0.00% No change 38 $4K
Creekmur Asset Management LLC 0.00% Reduce -86.2% 34 $4K
WealthCollab, LLC 0.00% No change 29 $3K
Eukles Asset Management 0.00% No change 28 $3K
Pingora Partners LLC 0.00% No change 25 $3K
Ridgewood Investments LLC 0.00% Reduce -95.2% 25 $3K
Peterson Financial Group, Inc. 0.01% New 22 $3K
Guardian Wealth Management, Inc. 0.00% No change 21 $2K
Rakuten Securities, Inc. 0.00% Add +80.0% 18 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -97.9% 17 $2K
True Wealth Design, LLC 0.00% Reduce -92.2% 17 $2K
Eagle Bay Advisors LLC 0.00% No change 17 $2K
SJS Investment Consulting Inc. 0.00% Reduce -90.9% 15 $2K
Trifecta Capital Advisors, LLC 0.00% No change 13 $1K
Voisard Asset Management Group, Inc. 0.00% Reduce -81.4% 11 $1K
Strengthening Families & Communities, LLC 0.00% No change 10 $1K
Valued Wealth Advisors LLC 0.00% No change 9 $1K
Highline Wealth Partners LLC 0.00% Add +80.0% 9 $1K
HighMark Wealth Management LLC 0.00% No change 5 $577
Y.D. More Investments Ltd 0.00% Add +4.2% 1,260 $392
Mendota Financial Group, LLC 0.00% New 1 $116

"% of holder's portfolio" is DUK's weight in each manager's 13F, not the share of Duke Energy Corp. the manager owns.