Elevance HealthELV

13F holders, Q2 2024 (June 30)
1,710holders +41
125new positions
86sold out
13famous investors
$541.41avg. 13F price*

At the end of Q2 2024, 1,710 institutions reported holding Elevance Health Inc. (ELV) in their 13F filings, up 41 from Q1 2024. 125 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($11.5B), BlackRock Inc. ($11.2B) and T. Rowe Price Associates Inc. ($6.3B). 13 famous investors held it, including Glenn Greenberg (19.6% of Brave Warrior Advisors's portfolio), Leon Cooperman (3.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Daniel Sundheim (2.7% of D1 Capital Partners's portfolio).

Company
Elevance Health Inc.
Sector
Health Care
CUSIP
036752103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions125$480.0M
Exits86$329.3M

All 13F filers, Q1 2024 → Q2 2024: 8,330,165 shares bought and 7,094,489 shares sold, net +1,235,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,710 holders

Vanguard Group Inc. 0.22% Reduce -0.1% 21,206,925 $11.5B
BlackRock Inc. 0.25% Reduce -1.0% 20,704,715 $11.2B
T. Rowe Price Associates Inc. 0.76% Reduce -0.6% 11,646,526 $6.3B
State Street Corp. 0.25% Add +0.8% 10,558,289 $5.7B
Geode Capital Management, LLC 0.23% Add +1.4% 4,762,250 $2.6B
FMR LLC 0.16% Add +17.1% 4,746,833 $2.6B
Sanders Capital, LLC 3.79% Add +1.3% 4,564,453 $2.5B
Wellington Management Group LLP 0.40% Reduce -7.2% 4,174,680 $2.3B
Ameriprise Financial Inc. 0.56% Add +5.3% 3,791,793 $2.1B
Capital International Investors 0.42% Add +6.7% 3,732,975 $2.0B
Morgan Stanley 0.14% Add +9.3% 3,226,999 $1.7B
Norges Bank 0.25% Add +12.1% 3,048,220 $1.7B
Nuveen Asset Management, LLC 0.46% Add +7.6% 2,900,471 $1.6B
Baillie Gifford & Co. 1.21% Reduce -1.7% 2,864,282 $1.6B
Alliancebernstein L.P. 0.52% Reduce -8.2% 2,755,964 $1.5B
JPMorgan Chase & Co. 0.11% Add +3.7% 2,381,846 $1.3B
Artisan Partners Limited Partnership 1.95% Reduce -0.5% 2,360,928 $1.3B
Northern Trust Corp. 0.20% Add +1.2% 2,237,663 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.33% Add +27.1% 2,120,873 $1.1B
Bank of America Corp. 0.11% Add +1.2% 2,114,595 $1.1B
Massachusetts Financial Services Co. 0.34% Add +34.0% 2,062,706 $1.1B
Schroder Investment Management Group 1.24% Add +20.7% 2,059,625 $1.1B
First Eagle Investment Management, LLC 2.53% Add +15.5% 2,058,283 $1.1B
Manufacturers Life Insurance Company, The 0.98% Reduce -4.8% 1,932,227 $1.0B
Goldman Sachs Group Inc. 0.20% Add +2.6% 1,911,817 $1.0B
Dimensional Fund Advisors LP 0.26% Add +1.3% 1,867,551 $1.0B
Invesco Ltd. 0.21% Reduce -10.2% 1,830,223 $991.7M
Legal & General Group Plc 0.27% Reduce -1.3% 1,781,253 $965.2M
Bank of New York Mellon Corp 0.17% Reduce -2.6% 1,665,587 $902.5M
Brave Warrior Advisors 19.61% Reduce -0.8% 1,633,127 $884.9M
Eagle Capital Management LLC 3.23% Add +2.7% 1,608,516 $871.6M
Charles Schwab Investment Management Inc. 0.16% Add +1.8% 1,593,706 $863.6M
Amundi 0.28% Add +2.2% 1,393,378 $739.0M
GMO 2.47% Add +8.2% 1,349,868 $731.4M
Nordea Investment Management AB 0.85% Reduce -10.6% 1,338,188 $721.9M
Hotchkis & Wiley Capital Management LLC 2.48% Reduce -12.5% 1,313,579 $711.8M
EdgePoint Investment Group Inc. 5.80% Add +1.1% 1,266,972 $686.5M
Voya Investment Management LLC 0.76% Add +44.8% 1,254,357 $679.6M
Barrow Hanley Mewhinney & Strauss LLC 2.28% Reduce -3.0% 1,233,469 $668.4M
Newport Trust Company, LLC 1.56% Reduce -2.8% 1,145,768 $620.8M
Veritas Asset Management LLP 4.66% Reduce -2.0% 1,137,062 $616.1M
Franklin Resources Inc. 0.18% Reduce -6.9% 1,044,619 $566.0M
Ruane, Cunniff & Goldfarb L.P. 8.65% Reduce -4.7% 1,024,071 $554.9M
Barclays PLC 0.25% Reduce -3.5% 989,622 $536.2M
Arrowstreet Capital, Limited Partnership 0.45% Add +15.7% 934,135 $506.2M
Orbis Allan Gray Ltd 3.12% Reduce -3.6% 924,789 $501.1M
Neuberger Berman Group LLC 0.41% Add +2.9% 919,189 $498.0M
HSBC Holdings PLC 0.31% Add +6.3% 885,954 $479.6M
Ninety One UK Ltd 1.30% Reduce -3.8% 869,592 $471.2M
Deutsche Bank AG 0.20% Add +7.1% 825,352 $447.2M
First Trust Advisors LP 0.45% Reduce -3.6% 807,270 $437.4M
Sumitomo Mitsui Trust Group, Inc. 0.32% Reduce -4.3% 806,834 $437.2M
UBS Group AG 0.12% Reduce -1.2% 723,448 $392.0M
Swiss National Bank 0.26% Reduce -2.1% 688,900 $373.3M
California Public Employees Retirement System 0.26% Reduce -15.2% 651,310 $352.9M
Royal Bank of Canada 0.08% Add +1.7% 622,407 $337.3M
Caisse de depot et placement du Quebec 0.81% Add +1.5% 618,078 $334.9M
1832 Asset Management L.P. 0.60% Reduce -0.9% 615,738 $333.6M
FIL Ltd 0.32% Add +8.5% 595,405 $322.6M
Russell Investments Group, Ltd. 0.51% Reduce -9.5% 585,206 $316.5M
Envestnet Asset Management Inc. 0.10% Add +5.0% 554,590 $300.5M
Truist Financial Corp. 0.45% Add +0.9% 550,074 $298.1M
Millennium Management 0.25% Reduce -24.0% 543,201 $294.3M
Aviva PLC 0.78% Add +11.0% 510,955 $276.9M
Rhumbline Advisers 0.25% Reduce -0.3% 494,236 $267.8M
Focused Investors LLC 8.24% Reduce -2.9% 468,100 $253.6M
Canada Pension Plan Investment Board 0.24% Reduce -20.7% 450,770 $244.3M
Allianz Asset Management GmbH 0.37% Add +20.6% 416,642 $225.8M
National Pension Service 0.26% Add +1.1% 414,293 $224.5M
Mitsubishi UFJ Trust & Banking Corp 0.53% Reduce -10.3% 409,137 $221.7M
M&G PLC 1.51% Add +3.4% 405,314 $219.7M
Brown Advisory Inc. 0.28% Add +2.2% 402,134 $217.9M
Jacobs Levy Equity Management, Inc. 0.90% Add +7.8% 400,904 $217.2M
CIBC Private Wealth Group LLC 0.40% Reduce -1.7% 406,206 $213.9M
Janus Henderson Group PLC 0.11% Reduce -4.2% 388,135 $210.3M
Boston Partners 0.26% Reduce -0.6% 387,702 $210.1M
Bessemer Group Inc. 0.37% Reduce -1.5% 384,881 $208.6M
OMERS ADMINISTRATION Corp 1.98% Reduce -3.1% 379,885 $205.8M
California State Teachers Retirement System 0.25% Reduce -0.1% 375,614 $203.5M
Yacktman Asset Management 1.89% Reduce -0.7% 371,855 $201.5M
BNP Paribas Financial Markets 0.22% Add +6.7% 371,400 $201.2M
Wells Fargo & Company 0.05% Add +2.9% 370,080 $200.5M
TrinityBridge Ltd 6.80% Add +26.6% 369,333 $200.1M
TPG GP A, LLC 3.04% Reduce -19.9% 360,557 $195.4M
New York State Common Retirement Fund 0.25% Reduce -2.5% 353,330 $191.5M
Prudential Financial Inc. 0.29% Reduce -13.3% 352,458 $191.0M
Bank of Montreal 0.06% Reduce -25.1% 346,139 $187.7M
Vulcan Value Partners, LLC 2.83% Reduce -11.5% 344,938 $186.7M
DekaBank Deutsche Girozentrale 0.33% Reduce -3.3% 344,186 $184.6M
Perpetual Ltd 2.00% Reduce -34.8% 339,473 $183.9M
State of Wisconsin Investment Board 0.46% Reduce -29.9% 322,812 $174.9M
CANADA LIFE ASSURANCE Co 0.33% Add +7.5% 322,021 $174.6M
Maj Invest Holding A/S 4.83% New 320,659 $173.8M
Canoe Financial LP 3.20% No change 332,700 $172.5M
Thrivent Financial for Lutherans 0.34% Reduce -1.3% 313,741 $170.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.21% Add +11.1% 311,785 $168.9M
Locust Wood Capital Advisers, LLC 5.99% Add +3.3% 299,406 $162.2M
KBC Group NV 0.49% Add +4.8% 297,612 $161.3M
D1 Capital Partners 2.70% Reduce -44.1% 295,932 $160.4M
Findlay Park Partners LLP 1.49% Reduce -0.8% 292,151 $158.3M
APG Asset Management N.V. 0.28% Add +52.1% 308,706 $156.1M
Citigroup Inc. 0.15% Add +6.5% 280,829 $152.2M
Danica Pension, Livsforsikringsaktieselskab 3.09% Reduce -4.5% 278,494 $150.9M
Holocene Advisors, LP 0.63% Reduce -34.6% 277,201 $150.2M
Aberdeen Group plc 0.28% Reduce -2.7% 272,417 $147.6M
TD Asset Management Inc 0.14% Add +0.7% 268,935 $145.7M
Raymond James & Associates 0.10% Add +1.8% 268,561 $145.5M
Man Group plc 0.39% Reduce -26.1% 268,327 $145.4M
Principal Financial Group Inc. 0.08% Reduce -0.9% 261,003 $141.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.45% Add +18.5% 257,236 $139.4M
Eminence Capital, LP 2.24% Add +7.3% 256,132 $138.8M
AQR Capital Management 0.21% Reduce -12.6% 254,563 $135.8M
Morningstar Investment Services LLC 1.46% Reduce -0.5% 251,337 $134.7M
Adage Capital Partners Gp, L.L.C. 0.25% Reduce -10.4% 245,547 $133.1M
Point72 Asset Management 0.43% Reduce -20.0% 242,881 $131.6M
DAVENPORT & Co LLC 0.83% Reduce -0.5% 243,398 $131.5M
Panagora Asset Management Inc. 0.66% Add +124.3% 242,277 $131.3M
D. E. Shaw & Co. 0.20% Reduce -24.2% 240,256 $130.2M
AXA S.A. 0.38% Add +147.1% 237,265 $128.6M
Robeco Institutional Asset Management B.V. 0.27% Reduce -2.2% 234,831 $127.2M
State Board of Administration of Florida Retirement System 0.25% Reduce -10.9% 234,105 $126.9M
STRS Ohio 0.49% Add +12.8% 230,025 $124.6M
Clearbridge Investments, LLC 0.10% Add +1.7% 224,259 $121.5M
Royal London Asset Management Ltd. 0.31% Reduce -9.6% 223,300 $121.0M
Pictet Asset Management Holding SA 0.14% Add +2.6% 221,866 $120.2M
Voloridge Investment Management, LLC 0.44% Add +77.2% 220,526 $119.5M
New York State Teachers Retirement System 0.25% Reduce -5.9% 218,811 $118.6M
Artemis Investment Management LLP 1.56% Add +156.2% 214,616 $116.3M
Saturna Capital Corp. 1.51% No change 209,879 $113.7M
Junto Capital Management LP 2.50% Reduce -30.1% 209,339 $113.4M
Railway Pension Investments Ltd 1.31% Reduce -19.1% 202,627 $109.8M
Storebrand Asset Management As 0.36% Add +9.5% 200,761 $108.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.28% Add +20.4% 199,943 $108.3M
Victory Capital Management Inc. 0.11% Add +15.7% 194,191 $105.2M
Danske Bank A/S 0.39% Reduce -13.8% 194,151 $105.2M
Pzena Investment Management LLC 0.37% Reduce -0.5% 192,255 $104.2M
Commerce Bank 0.63% Add +0.7% 178,625 $96.8M
Natixis Advisors, LLC 0.21% Add +3.3% 177,594 $96.2M
LPL Financial LLC 0.05% Add +9.7% 174,455 $94.5M
Stifel Financial Corp. 0.11% Reduce -7.1% 174,049 $94.3M
Orbimed Advisors LLC 1.81% No change 168,100 $91.1M
Balyasny Asset Management L.P. 0.24% Add +20575.5% 165,404 $89.6M
Korea Investment CORP 0.22% Reduce -24.3% 160,601 $87.0M
Brandywine Global Investment Management, LLC 0.65% Add +3.3% 159,416 $86.4M
Jane Street Group, LLC 0.09% Add +302.7% 156,336 $84.7M
Cornerstone Investment Partners, LLC 4.11% Reduce -1.5% 153,640 $83.3M
Wishbone Management, LP 26.77% No change 153,000 $82.9M
CDAM (UK) Ltd 11.88% Add +14.7% 146,754 $79.5M
Swedbank AB 0.10% Reduce -0.4% 141,777 $76.8M
Bank Julius Baer & Co. Ltd, Zurich 0.28% Reduce -4.4% 125,286 $72.8M
Lazard Asset Management LLC 0.10% Reduce -6.8% 133,086 $72.1M
McDonald Capital Investors Inc. 4.42% Reduce -2.8% 130,658 $70.8M
Omega Advisors (Leon Cooperman) 2.97% No change 130,000 $70.4M
Chevy Chase Trust Holdings, LLC 0.22% Reduce -2.5% 127,545 $69.1M
Glenmede Trust Co. NA 0.35% Reduce -6.0% 126,728 $68.7M
Northwestern Mutual Wealth Management Co. 0.07% Add +6.4% 124,824 $67.6M
Sei Investments Co. 0.10% Add +10.3% 123,872 $67.1M
Teacher Retirement System of Texas 0.38% Reduce -4.8% 122,538 $66.4M
Carmignac Gestion 1.14% New 122,426 $66.3M
Sound Shore Management Inc 2.21% Reduce -21.1% 122,069 $66.1M
Toronto Dominion Bank 0.10% Reduce -15.3% 120,084 $65.1M
Axiom Investors LLC 0.57% Reduce -13.4% 119,739 $64.9M
Candriam S.C.A. 0.39% Add +46.4% 116,200 $63.0M
Public Employees Retirement System of Ohio 0.24% Reduce -3.3% 115,508 $62.6M
Macquarie Group Ltd. 0.07% Add +6.1% 108,822 $59.0M
Woodley Farra Manion Portfolio Management Inc. 3.19% Add +2.8% 108,433 $58.8M
ZWJ Investment Counsel Inc. 2.55% Add +2.1% 107,329 $58.2M
MIG Capital, LLC 7.62% Reduce -6.6% 105,523 $57.2M
Vancity Investment Management Ltd 3.61% Add +98.5% 105,824 $57.0M
Skandinaviska Enskilda Banken AB (publ) 0.27% Reduce -38.6% 104,898 $56.8M
Polar Capital Holdings Plc 0.34% Reduce -4.5% 104,295 $56.5M
Treasurer of the State of North Carolina 0.24% Reduce -7.2% 104,085 $56.4M
Hosking Partners LLP 2.08% Reduce -7.9% 103,488 $56.1M
American Century Companies Inc. 0.03% Add +10.1% 103,212 $55.9M
Bellevue Group AG 0.89% Add +3.0% 101,549 $55.0M
Gateway Investment Advisers LLC 0.62% Add +1.2% 100,972 $54.7M
Triodos Investment Management BV 4.73% No change 99,830 $54.1M
Glenview Capital Management, LLC 1.13% Reduce -43.4% 98,578 $53.4M
Empire Life Investments Inc. 3.35% Reduce -5.5% 97,879 $53.0M
Harvest Portfolios Group Inc. 2.01% Reduce -9.4% 97,073 $52.6M
BI Asset Management Fondsmaeglerselskab A/S 0.86% Add +10.6% 96,622 $52.4M
River Road Asset Management, LLC 0.75% Reduce -2.9% 95,941 $52.0M
Natixis 0.32% Add +4.0% 94,045 $51.0M
Mn Services Vermogensbeheer B.V. 0.36% Reduce -2.2% 92,900 $50.3M
Whittier Trust Co. 0.71% Reduce -1.7% 92,135 $49.9M
Asset Management One Co., Ltd. 0.19% Add +0.8% 91,523 $49.6M
Montanova Capital, LLC 2.02% Add +79.6% 91,442 $49.5M
Los Angeles Capital Management LLC 0.18% Reduce -37.6% 90,789 $49.2M
HighTower Advisors, LLC 0.08% Add +0.1% 90,752 $49.2M
State of Tennessee, Department of Treasury 0.18% Reduce -8.4% 89,752 $48.6M
Clark Capital Management Group, Inc. 0.35% Add +31.8% 87,375 $47.3M
Nisa Investment Advisors, LLC 0.30% Reduce -12.1% 87,050 $47.2M
140 Summer Partners LP 6.44% Reduce -25.2% 86,259 $46.7M
Rhenman & Partners Asset Management AB 4.46% Add +23.4% 85,800 $46.5M
Trillium Asset Management, LLC 1.17% Reduce -1.5% 85,750 $46.5M
Coronation Fund Managers Ltd. 2.68% Reduce -54.7% 85,692 $46.4M
Mariner, LLC 0.09% Add +3.7% 84,544 $45.8M
State of New Jersey Common Pension Fund D 0.20% Reduce -36.6% 84,427 $45.7M
Corient Private Wealth LP 0.08% Add +4.5% 83,249 $45.1M
PNC Financial Services Group, Inc. 0.03% Reduce -0.4% 83,162 $45.1M
Lakewood Capital Management, LP 3.87% Add +6.4% 83,000 $45.0M
Seizert Capital Partners, LLC 2.22% Reduce -5.3% 82,521 $44.7M
Resona Asset Management Co.,Ltd. 0.27% Add +0.6% 81,534 $44.1M
QRG Capital Management, Inc. 0.52% Add +2.7% 81,075 $43.9M
Parsifal Capital Management, LP 3.18% Reduce -7.7% 80,389 $43.6M
Integral Health Asset Management, LLC 4.31% Add +60.0% 80,000 $43.3M
Tredje AP-fonden 0.41% Reduce -14.5% 79,308 $43.0M
Marex Group Ltd 1.14% New 78,405 $42.5M
Madison Asset Management, LLC 0.51% Reduce -4.1% 76,379 $41.4M
Federation des caisses Desjardins du Quebec 0.22% Add +1.4% 74,625 $40.4M
Mackenzie Financial Corp. 0.06% Add +1.1% 73,964 $40.1M
Polaris Capital Management, LLC 2.13% Reduce -2.9% 73,369 $39.8M
Credit Agricole S A 0.24% Add +401.8% 72,947 $39.5M
Martingale Asset Management L P 0.85% Reduce -7.3% 72,900 $39.5M
Handelsbanken Fonder AB 0.17% Reduce -12.4% 72,333 $39.2M
Nomura Asset Management Co. Ltd. 0.13% Reduce -1.6% 72,326 $39.2M
LGT Group Foundation 0.62% Reduce -0.5% 72,245 $39.1M
iA Global Asset Management Inc. 0.73% Reduce -11.5% 70,902 $38.4M
DNB Asset Management AS 0.18% Add +23.9% 70,649 $38.3M
Raymond James Financial Services Advisors, Inc. 0.05% Add +2.0% 70,451 $38.2M
C WorldWide Group Holding A/S 0.41% No change 70,144 $38.0M
Todd Asset Management LLC 0.79% Add +25.9% 69,888 $37.9M
Susquehanna International Group, LLP 0.07% Reduce -5.5% 69,330 $37.6M
State of Michigan Retirement System 0.19% Reduce -0.4% 69,051 $37.4M
Bank of Nova Scotia 0.07% Add +6.1% 68,847 $37.3M
High Ground Investment Management LLP 14.44% Add +7.9% 68,370 $37.0M
Arizona State Retirement System 0.24% Add +0.0% 67,453 $36.6M
Rwa Wealth Partners, LLC 0.48% Reduce -21.0% 66,859 $36.2M
Cannell & Spears LLC 0.75% Add +0.2% 66,803 $36.2M
Marshall Wace, LLP 0.05% New 66,000 $35.8M
Corebridge Financial, Inc. 0.20% — 65,743 $35.6M
Archon Partners LLC 4.52% No change 65,000 $35.2M
Capital Group Private Client Services, Inc. 0.35% Reduce -2.1% 64,892 $35.2M
Wedge Capital Management L L P 0.62% Reduce -16.9% 64,581 $35.0M
Forsta Ap-Fonden 0.31% Reduce -9.5% 64,000 $34.7M
MetLife Investment Management, LLC 0.21% Add +13.1% 63,724 $34.5M
Teachers Retirement System of the State of Kentucky 0.31% Add +17.4% 63,604 $34.5M
M&T Bank Corp 0.12% Reduce -1.4% 62,489 $33.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.35% Add +7.6% 62,424 $33.8M
MML Investors Services, LLC 0.14% Reduce -11.9% 61,657 $33.4M
US Bancorp \de 0.05% Add +2.6% 61,474 $33.3M
Ensign Peak Advisors, Inc 0.06% Add +5.0% 60,115 $32.6M
Generate Investment Management Ltd 2.34% New 59,247 $32.1M
Dearborn Partners LLC 1.39% Reduce -1.1% 59,199 $32.1M
TCW Group Inc. 0.29% Add +16.4% 59,176 $32.1M
Formuepleje A/S 1.73% Add +107.5% 57,765 $31.3M
Professional Advisory Services Inc. 3.84% Add +1.5% 56,204 $30.5M
State of Alaska, Department of Revenue 0.34% Add +6.5% 55,495 $30.1M
Border to Coast Pensions Partnership Ltd 0.71% Reduce -3.4% 55,454 $30.1M
CI Investments Inc. 0.12% Add +2.2% 55,379 $30.0M
PFM Health Sciences, LP 1.67% No change 55,250 $29.9M
Qube Research & Technologies Ltd 0.05% Reduce -87.5% 54,829 $29.7M
Unigestion Holding SA 1.63% Add +5.1% 62,706 $29.6M
Eagle Global Advisors LLC 1.55% Reduce -0.7% 54,162 $29.3M
Distillate Capital Partners LLC 1.55% — 54,007 $29.3M
Cerity Partners LLC 0.08% Reduce -6.2% 53,981 $29.2M
Comerica Bank 0.12% Reduce -1.3% 53,756 $29.1M
Allspring Global Investments Holdings, LLC 0.05% Reduce -37.4% 53,669 $29.1M
Loomis Sayles & Co. L P 0.04% Reduce -5.8% 53,641 $29.1M
Andra AP-fonden 0.48% Reduce -10.9% 52,900 $28.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.32% — 52,612 $28.5M
Retirement Systems of Alabama 0.11% Reduce -1.1% 51,270 $27.8M
Liontrust Investment Partners LLP 0.39% Reduce -13.6% 51,124 $27.7M
Cetera Investment Advisers 0.06% Reduce -14.8% 51,084 $27.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Reduce -1.0% 51,051 $27.7M
Rockefeller Capital Management L.P. 0.08% Reduce -3.8% 50,821 $27.5M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +41.6% 50,000 $27.1M
USS Investment Management Ltd 0.22% Add +0.5% 49,807 $27.0M
Benjamin F. Edwards & Company, Inc. 0.47% Reduce -0.7% 49,666 $26.9M
Federated Hermes, Inc. 0.06% Add +1.8% 49,167 $26.6M
IFM Investors Pty Ltd 0.27% Add +0.2% 49,154 $26.6M
Illinois Municipal Retirement Fund 0.40% Add +21.6% 49,085 $26.6M
Amalgamated Bank 0.22% Reduce -3.4% 47,370 $25.7M
AMF Tjanstepension AB 0.19% Reduce -37.5% 47,249 $25.6M
Pathstone Holdings, LLC 0.11% Add +12.8% 46,963 $25.4M
Foundry Partners, LLC 1.35% Add +12.2% 46,495 $25.2M
Commonwealth Equity Services, LLC 0.04% Reduce -7.0% 45,763 $24.8M
Varma Mutual Pension Insurance Co 0.20% Add +4.1% 45,482 $24.6M
Meeder Asset Management Inc. 1.71% Add +7.1% 45,030 $24.4M
Parkwood LLC 3.03% Add +14.2% 44,967 $24.4M
Achmea Investment Management B.V. 0.43% Add +3.5% 44,743 $24.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.15% Add +58.3% 44,567 $24.1M
Czech National Bank 0.27% Add +7.1% 44,290 $24.0M
Xponance LLC 0.24% Reduce -0.4% 44,012 $23.8M
Steigerwald, Gordon & Koch Inc. 2.78% Add +1.1% 42,369 $23.0M
Stanley Capital Management, LLC 4.66% No change 42,100 $22.8M
Osaic Holdings, Inc. 0.05% Add +5.7% 41,873 $22.7M
LSV Asset Management 0.05% No change 41,900 $22.7M
Vest Financial, LLC 0.54% Add +20.0% 41,800 $22.6M
Bridgewater Associates 0.12% Reduce -34.3% 41,586 $22.5M
Cresset Asset Management, LLC 0.10% Add +8.4% 41,538 $22.5M
SouthState Bank Corp 1.64% Reduce -1.8% 41,371 $22.4M
APG Asset Management US Inc. 0.13% Add +1.6% 41,408 $22.1M
Yousif Capital Management, LLC 0.24% Reduce -3.0% 39,726 $21.5M
O'shaughnessy Asset Management, LLC 0.22% Add +6.4% 39,653 $21.5M
ABN AMRO Bank N.V. 0.32% Reduce -1.9% 39,134 $21.4M
Hyperion Capital Advisors LP 10.02% Reduce -0.3% 39,405 $21.4M
ExodusPoint Capital Management, LP 0.23% Add +69.2% 39,266 $21.3M
Crossmark Global Holdings, Inc. 0.41% Reduce -19.8% 38,745 $21.0M
Captrust Financial Advisors 0.07% Add +1.4% 38,688 $21.0M
Utah Retirement Systems 0.25% Reduce -7.0% 38,288 $20.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% — 38,023 $20.6M
Whittier Trust Co. of Nevada Inc. 0.57% Reduce -2.8% 37,578 $20.4M
Banco Santander, S.A. 0.25% Reduce -6.7% 37,567 $20.4M
Valley Wealth Managers, Inc. 1.62% Reduce -6.3% 37,451 $20.3M
Huntington National Bank 0.21% Reduce -22.0% 37,308 $20.2M
Auxier Asset Management LLC 3.19% Reduce -14.9% 37,205 $20.2M
Capital International, Inc. 0.27% Add +3.7% 36,920 $20.0M
New York Life Investment Management LLC 0.20% Reduce -0.1% 36,021 $19.5M
Iridian Asset Management LLC 4.32% Reduce -10.9% 35,368 $19.2M
Two Sigma Investments, LP 0.05% Reduce -61.7% 34,931 $18.9M
Trajan Wealth LLC 1.20% Add +7.3% 34,517 $18.7M
Kestra Advisory Services, LLC 0.10% Add +166.4% 34,406 $18.6M
B. Metzler seel. Sohn & Co. AG 0.18% Add +3.6% 34,099 $18.5M
ProShare Advisors LLC 0.05% Reduce -2.0% 33,789 $18.3M
Empowered Funds, LLC 0.31% Reduce -0.7% 33,586 $18.2M
SVB Wealth LLC 0.44% Reduce -6.4% 33,128 $18.0M
FineMark National Bank & Trust 0.66% Add +1.0% 32,964 $17.9M
Prudential PLC 0.12% Add +5.0% 32,850 $17.8M
Cambridge Investment Research Advisors, Inc. 0.07% Add +16.4% 32,467 $17.6M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -55.9% 32,706 $17.5M
Public Employees Retirement Association of Colorado 0.07% Reduce -3.0% 32,194 $17.4M
AEGON ASSET MANAGEMENT UK Plc 0.24% Reduce -62.5% 32,030 $17.3M
Mutual of America Capital Management LLC 0.19% Reduce -5.0% 31,900 $17.3M
NorthCrest Asset Manangement, LLC 0.57% Add +0.6% 31,894 $17.3M
Assenagon Asset Management S.A. 0.04% Reduce -85.9% 31,843 $17.3M
GCM Grosvenor Holdings, LLC 2.52% Reduce -30.0% 31,702 $17.2M
CIBC Asset Management Inc 0.06% Reduce -5.8% 31,471 $17.1M
Envestnet Portfolio Solutions, Inc. 0.06% Add +0.2% 31,356 $17.0M
Creative Planning 0.02% Add +10.3% 31,156 $16.9M
First American Trust, FSB 1.69% Add +34.1% 31,110 $16.9M
Ninety One SA (Pty) Ltd 2.60% Reduce -23.4% 31,017 $16.8M
Lowe Brockenbrough & Co. Inc. 1.11% Reduce -1.0% 30,739 $16.7M
Gabelli Funds LLC 0.13% No change 30,300 $16.4M
Smith Salley Wealth Management 1.18% Add +6.2% 30,270 $16.4M
Washington Trust Bank 1.62% Reduce -1.3% 30,153 $16.3M
Abn Amro Investment Solutions 0.30% Reduce -1.3% 30,093 $16.3M
Cibc World Markets Corp. 0.11% Add +27.4% 29,981 $16.2M
Firetrail Investments PTY Ltd. 4.91% Add +124.7% 29,900 $16.2M
SG Americas Securities, LLC 0.10% Reduce -8.8% 29,701 $16.1M
Nissay Asset Management Corp. /Japan 0.10% Add +1.7% 28,318 $15.3M
North Growth Management Ltd. 3.01% No change 28,000 $15.2M
Parkman Healthcare Partners LLC 2.05% Add +83.0% 27,751 $15.0M
Janney Montgomery Scott LLC 0.05% Reduce -2.6% 27,725 $15.0M
Daiwa Securities Group Inc. 0.08% Add +8.7% 27,710 $15.0M
Tamar Securities, LLC 2.42% Add +7.3% 27,530 $14.9M
National Bank of Canada 0.02% Reduce -0.9% 27,821 $14.8M
Edmond DE Rothschild Holding S.A. 0.25% Reduce -21.5% 27,355 $14.8M
Pinebridge Investments, L.P. 0.12% Reduce -43.7% 27,327 $14.8M
Lawson Kroeker Investment Management Inc. 2.86% Reduce -0.1% 27,283 $14.8M
Summit Global Investments 1.05% Reduce -17.5% 27,011 $14.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +5.8% 26,835 $14.5M
Swiss Life Asset Management Ltd 0.17% Add +48.1% 26,771 $14.5M
Vanguard Personalized Indexing Management, LLC 0.28% Add +22.2% 26,737 $14.5M
Clough Capital Partners L P 1.53% Add +11.1% 25,909 $14.0M
Barlow Wealth Partners, LLC 1.91% Add +2.9% 26,986 $13.8M
South Dakota Investment Council 0.28% Reduce -0.5% 25,351 $13.7M
Rafferty Asset Management, LLC 0.05% Add +4.2% 25,272 $13.7M
Foundations Investment Advisors, LLC 0.33% Add +28.4% 25,244 $13.7M
Ethic Inc. 0.32% Add +32.3% 25,046 $13.6M
Guardian Point Capital, LP 6.37% No change 25,000 $13.5M
Simplicity Wealth,LLC 0.30% Add +2.5% 24,907 $13.5M
Prana Capital Management, LP 0.64% Reduce -63.3% 24,753 $13.4M
Bleakley Financial Group, LLC 0.38% Add +0.3% 24,373 $13.2M
Calamos Advisors LLC 0.09% Add +0.8% 24,344 $13.2M
Sector Gamma As 4.91% Reduce -29.2% 24,279 $13.2M
Unison Asset Management LLC 6.60% Add +0.7% 24,069 $13.0M
Modera Wealth Management, LLC 0.19% Reduce -0.6% 23,944 $13.0M
First Citizens Bank & Trust Co. 0.24% Add +1.4% 23,899 $12.9M
Impax Asset Management Group plc 0.05% Reduce -3.1% 23,870 $12.9M
Sanctuary Advisors, LLC 0.09% — 23,834 $12.8M
Chartwell Investment Partners, LLC 0.45% Reduce -5.5% 23,589 $12.8M
Guggenheim Capital LLC 0.09% Add +7.6% 23,449 $12.7M
Fifth Third Bancorp 0.05% Reduce -4.8% 23,026 $12.5M
Dana Investment Advisors, Inc. 0.42% Reduce -0.4% 22,980 $12.5M
Punch & Associates Investment Management, Inc. 0.73% Add +0.4% 22,841 $12.4M
Chiron Investment Management, LLC 4.76% Reduce -23.9% 22,376 $12.1M
Unisphere Establishment 0.12% No change 22,200 $12.0M
Daiichi Life Insurance Co., Ltd. 0.29% Reduce -3.4% 22,085 $12.0M
Investment Management Corp of Ontario 0.32% Reduce -24.1% 21,941 $11.9M
Capital Analysts, LLC 0.52% Add +3.1% 21,603 $11.7M
National Philanthropic Trust 0.22% Reduce -0.6% 21,562 $11.7M
T. Rowe Price Investment Management, Inc. 0.01% Add +31.8% 21,211 $11.5M
ProVise Management Group, LLC 0.98% Add +2.1% 21,202 $11.5M
Hardman Johnston Global Advisors LLC 0.44% Reduce -1.9% 21,140 $11.5M
Atria Investments, Inc 0.15% Add +5.4% 20,969 $11.4M
Elo Mutual Pension Insurance Co 0.27% Reduce -2.5% 20,925 $11.3M
Geneos Wealth Management Inc. 0.50% Add +0.6% 20,687 $11.2M
Cullen/Frost Bankers, Inc. 0.16% Reduce -2.3% 20,533 $11.1M
Stephens Inc. 0.17% Add +1.5% 20,122 $10.9M
Scotia Capital Inc. 0.06% Add +8.8% 20,112 $10.9M
Focus Partners Wealth 0.04% Add +6.6% 20,069 $10.9M
LMCG Investments, LLC 0.63% Reduce -0.1% 20,011 $10.8M
Moore Capital Management, LP 0.25% New 20,000 $10.8M
Oregon Public Employees Retirement Fund 0.21% Reduce -0.6% 19,959 $10.8M
Diversified Trust Co. 0.30% Reduce -8.5% 19,903 $10.8M
Cumberland Partners Ltd 0.76% Add +3.4% 19,241 $10.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.84% Add +5.5% 19,082 $10.3M
Greatmark Investment Partners, Inc. 1.51% Add +1.4% 19,069 $10.3M
Great Lakes Advisors, LLC 0.09% Add +6.4% 18,993 $10.3M
Gulf International Bank (UK) Ltd 0.26% Reduce -3.2% 18,965 $10.3M
Steward Partners Investment Advisory, LLC 0.11% Add +10.2% 18,493 $10.0M
Jefferies Financial Group Inc. 0.21% Reduce -39.1% 18,423 $10.0M
Maryland State Retirement & Pension System 0.18% Reduce -2.6% 18,125 $9.8M
Baird Financial Group, Inc. 0.02% Add +4.1% 18,082 $9.8M
BlackBarn Capital Partners LP 5.03% No change 18,000 $9.8M
Mizuho Securities USA LLC 0.21% New 17,922 $9.7M
Banque Pictet & Cie SA 0.10% Add +6.1% 17,653 $9.6M
Kentucky Retirement Systems 0.27% Reduce -1.8% 17,514 $9.5M
LMR Partners LLP 0.26% Add +333.4% 17,425 $9.4M
Northwest & Ethical Investments L.P. 0.27% Add +93.6% 17,126 $9.3M
Pacer Advisors, Inc. 0.02% Reduce -5.6% 16,947 $9.2M
Summit Street Capital Management, LLC 3.35% Add +6.6% 16,941 $9.2M
Sandy Spring Bank 0.40% Reduce -9.5% 16,767 $9.1M
Greystone Financial Group, LLC 1.77% Reduce -10.2% 16,700 $9.0M
Moran Wealth Management, LLC 0.30% Add +3.0% 16,698 $9.0M
Verdence Capital Advisors LLC 0.80% Add +5.0% 16,622 $9.0M
Kingsview Wealth Management, LLC 0.21% Add +2.2% 16,601 $9.0M
MBB Public Markets I LLC 0.19% New 16,586 $9.0M
Avantax Advisory Services, Inc. 0.06% Add +188.2% 16,322 $8.8M
PARUS FINANCE (UK) Ltd 2.54% Add +3.9% 16,236 $8.8M
Intech Investment Management LLC 0.11% Reduce -8.6% 16,155 $8.8M
Entropy Technologies, LP 0.93% New 15,947 $8.6M
Vontobel Holding Ltd. 0.03% Add +5.5% 15,657 $8.5M
GAM Holding AG 0.65% Add +0.3% 15,620 $8.5M
Cibc World Market Inc. 0.02% Reduce -6.9% 15,535 $8.4M
Siemens Fonds Invest GmbH 0.62% Add +0.1% 15,252 $8.3M
TD Waterhouse Canada Inc. 0.07% Add +1.1% 15,460 $8.3M
MAI Capital Management 0.08% Add +9.6% 15,224 $8.2M
Vestcor Inc 0.28% No change 15,134 $8.2M
HBK Investments L P 0.23% Add +371.9% 14,921 $8.1M
Hartford Investment Management Co. 0.28% Reduce -1.9% 14,909 $8.1M
Blair William & Co. 0.02% Add +21.6% 14,756 $8.0M
Eversept Partners, LP 0.61% Add +1.8% 14,657 $7.9M
GHP Investment Advisors, Inc. 0.39% Add +0.5% 14,582 $7.9M
Allianz SE 0.23% Reduce -8.8% 14,458 $7.8M
Quadrature Capital Ltd 0.13% Add +43.4% 14,432 $7.8M
HB Wealth Management, LLC 0.09% Add +14.6% 14,405 $7.8M
NewEdge Advisors, LLC 0.06% Add +21.0% 14,364 $7.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +26.3% 14,329 $7.8M
Wealthfront Advisers LLC 0.03% Add +1.8% 14,255 $7.7M
River Wealth Advisors LLC 1.09% Reduce -2.6% 14,017 $7.6M
Hyman Charles D 0.42% No change 13,928 $7.5M
CX Institutional 0.35% Add +0.1% 13,841 $7.5M
Longbow Finance SA 0.77% Reduce -5.2% 13,826 $7.5M
NorthCoast Asset Management LLC 0.06% Reduce -25.6% 13,804 $7.5M
SYSTM Wealth Solutions LLC 1.65% Reduce -22.9% 13,680 $7.4M
Community Bank & Trust, Waco, Texas 1.85% Add +0.4% 13,643 $7.4M
Leuthold Group, LLC 0.85% Reduce -10.4% 13,546 $7.3M
Principal Securities, Inc. 0.20% Add +18.3% 13,530 $7.3M
Securian Asset Management, Inc. 0.21% Reduce -3.4% 13,364 $7.2M
Lighthouse Investment Partners, LLC 0.40% Add +14.7% 13,363 $7.2M
KCM Investment Advisors LLC 0.26% Reduce -0.2% 13,271 $7.2M
Pacific Capital Partners Ltd 4.71% Add +5.0% 13,125 $7.1M
Private Advisor Group, LLC 0.05% Add +7.2% 13,103 $7.1M
Louisiana State Employees Retirement System 0.14% Reduce -4.4% 13,100 $7.1M
Sienna Gestion 0.63% Add +0.6% 12,994 $7.0M
Mitchell Capital Management Co. 1.21% Add +74.2% 12,637 $6.8M
Fred Alger Management, LLC 0.03% New 12,611 $6.8M
Cary Street Partners Investment Advisory LLC 0.27% Add +0.0% 12,425 $6.7M
BNP Paribas 0.34% Reduce -1.5% 12,344 $6.7M
Van Eck Associates Corp. 0.01% Add +3.5% 12,275 $6.7M
Logan Capital Management Inc. 0.29% Reduce -4.4% 12,231 $6.6M
Westbourne Investment Advisors, Inc. 2.35% Reduce -0.7% 11,971 $6.5M
Assetmark, Inc. 0.02% Reduce -5.8% 11,915 $6.5M
Cornerstone Advisors, LLC 0.26% Reduce -0.8% 11,900 $6.4M
Orion Porfolio Solutions, LLC 0.07% Add +5.5% 11,849 $6.4M
Orion Portfolio Solutions, LLC 0.07% Add +5.5% 11,849 $6.4M
New Mexico Educational Retirement Board 0.22% No change 11,846 $6.4M
Gotham Asset Management 0.08% Add +211.7% 11,813 $6.4M
Level Four Advisory Services, LLC 0.29% Add +143.8% 11,785 $6.4M
Meritage Portfolio Management 0.40% Reduce -1.2% 11,785 $6.4M
Van Den Berg Management I, Inc. 1.89% Reduce -0.1% 11,748 $6.4M
Stratos Wealth Partners, LTD. 0.10% Add +3.0% 11,743 $6.4M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.51% No change 11,731 $6.4M
Keybank National Association 0.03% Reduce -4.5% 11,683 $6.3M
Baron Capital (BAMCO) 0.02% Add +28.9% 11,600 $6.3M
Banque Cantonale Vaudoise 0.25% Reduce -0.1% 11,596 $6.3M
Ostrum Asset Management 0.54% Reduce -8.9% 11,364 $6.2M
Eagle Rock Investment Company, LLC 1.10% Reduce -2.9% 11,243 $6.1M
Ossiam 0.11% Add +28.3% 11,150 $6.0M
Metis Global Partners, LLC 0.21% Add +2.0% 11,072 $6.0M
Baader Bank Aktiengesellschaft 0.47% Add +55.5% 11,037 $6.0M
UniSuper Management Pty Ltd 0.05% Add +117.8% 11,004 $6.0M
Bokf, NA 0.11% Reduce -34.3% 10,936 $5.9M
Kennedy Capital Management LLC 0.13% Add +70.7% 10,891 $5.9M
Kingswood Wealth Advisors, LLC 0.53% Add +21.3% 10,826 $5.9M
West Family Investments, Inc. 1.75% Add +0.4% 10,788 $5.8M
BDF-Gestion 0.56% — 10,773 $5.8M
Institutional & Family Asset Management, LLC 0.89% Reduce -2.6% 10,766 $5.8M
Van Lanschot Kempen Investment Management N.V. 0.07% Add +36.3% 10,748 $5.8M
Argent Trust Co 0.25% Add +7.5% 10,644 $5.8M
Brevan Howard Capital Management LP 0.38% Add +254.6% 10,465 $5.7M
Mill Capital Management, LLC 0.47% No change 10,458 $5.7M
Palmer Knight Co 2.71% Add +0.8% 10,455 $5.7M
Oxbow Advisors, LLC 0.68% Reduce -1.6% 10,372 $5.6M
Globeflex Capital L P 0.58% No change 10,227 $5.5M
University of Texas/Texas Am Investment Management Co. 1.07% New 10,129 $5.5M
Peapack Gladstone Financial Corp. 0.08% Reduce -0.1% 10,121 $5.5M
Winmill & Co. Inc. 1.86% Reduce -7.0% 10,040 $5.4M
Rheos Capital Works Inc. 0.28% New 10,000 $5.4M
E. Ohman J:or Asset Management AB 0.13% Add +4.3% 9,980 $5.4M
Buffington Mohr McNeal 0.95% Add +7.9% 9,950 $5.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.18% Reduce -16.9% 9,894 $5.4M
Ieq Capital, LLC 0.07% Add +16.8% 9,787 $5.3M
Rakuten Investment Management, Inc. 0.03% Add +56.7% 9,899 $5.3M
First Trust Direct Indexing L.P. 0.33% Add +18.3% 9,783 $5.3M
Rench Wealth Management, Inc. 1.90% Add +3.7% 9,758 $5.3M
Icon Advisers Inc. 1.20% No change 9,700 $5.2M
Asio Capital, LLC 1.05% Add +1.5% 9,460 $5.1M
Quantinno Capital Management LP 0.09% Add +42.5% 9,428 $5.1M
Tower Research Capital LLC (TRC) 0.08% Add +103.8% 9,268 $5.0M
Hamilton Capital Partners Inc. 0.54% Add +5.9% 9,231 $5.0M
Empirical Finance, LLC 0.31% Add +6.1% 9,147 $5.0M
Park Avenue Securities LLC 0.06% Add +7.6% 9,138 $5.0M
Independent Advisor Alliance 0.17% Reduce -2.2% 9,013 $4.9M
LGT Fund Management Co Ltd. 0.61% Add +51.6% 8,981 $4.9M
Public Sector Pension Investment Board 0.03% Add +71.1% 8,932 $4.8M
Tiaa Trust, National Association 0.01% Reduce -2.6% 8,882 $4.8M
Clearstead Advisors, LLC 0.08% Add +423.8% 8,858 $4.8M
Praxis Investment Management Inc. 0.33% No change 9,010 $4.8M
Greenup Street Wealth Management LLC 1.11% Add +3.8% 8,694 $4.7M
Tocqueville Asset Management L.P. 0.08% Reduce -0.1% 8,686 $4.7M
Burney Co./ 0.18% Reduce -2.8% 8,658 $4.7M
Kestra Private Wealth Services, LLC 0.09% Add +13.8% 8,578 $4.6M
Family Manage LLC 0.82% Add +5.4% 8,563 $4.6M
Toth Financial Advisory Corp. 0.59% Add +13.7% 8,539 $4.6M
Cwm, LLC 0.02% Add +14.5% 8,433 $4.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -25.7% 8,398 $4.6M
Vinva Investment Management Ltd 0.23% Add +2.4% 8,465 $4.5M
Forvis Mazars Wealth Advisors, LLC 0.11% Add +0.7% 8,332 $4.5M
Norinchukin Bank, The 0.13% Add +0.8% 8,306 $4.5M
Benedict Financial Advisors Inc. 1.14% Reduce -1.6% 8,282 $4.5M
Townsquare Capital LLC 0.06% Add +34.8% 8,210 $4.4M
Narwhal Capital Management 0.42% Reduce -4.8% 8,178 $4.4M
Synovus Financial Corp. 0.06% Add +0.1% 8,171 $4.4M
Signature Estate & Investment Advisors LLC 0.11% Add +4.9% 8,095 $4.4M
Alps Advisors Inc. 0.03% No change 8,072 $4.4M
Laird Norton Wetherby Wealth Management, LLC 0.21% Add +3.4% 8,057 $4.4M
Kentucky Farm Bureau Mutual Insurance Co 0.99% No change 8,000 $4.3M
AustralianSuper Pty Ltd 0.02% Add +14.8% 7,898 $4.3M
CenterBook Partners LP 0.26% New 7,829 $4.2M
Stanley-Laman Group, Ltd. 0.56% Add +4.8% 7,826 $4.2M
Magnetar Financial LLC 0.10% Add +524.6% 7,808 $4.2M
Beacon Pointe Advisors, LLC 0.05% Reduce -4.1% 7,757 $4.2M
Tandem Capital Management Corp. 2.30% Reduce -1.7% 7,911 $4.2M
United Capital Financial Advisors, LLC 0.04% Add +1.9% 7,711 $4.2M
Axiom Advisory, LLC 0.05% New 7,875 $4.2M
Radnor Capital Management, LLC 1.27% Add +3.9% 7,660 $4.2M
Oppenheimer Asset Management Inc. 0.05% Add +45.9% 7,580 $4.1M
Liberty One Investment Management, LLC 0.46% Add +12.4% 7,544 $4.1M
Te Ahumairangi Investment Management Ltd 0.78% Reduce -4.7% 7,525 $4.1M
Kentucky Retirement Systems Insurance Trust Fund 0.28% Reduce -3.3% 7,496 $4.1M
Beverly Hills Private Wealth, LLC 0.88% Add +22.1% 7,443 $4.0M
Northwestern Mutual Investment Management Company, LLC 0.10% Reduce -0.8% 7,396 $4.0M
Strategy Asset Managers LLC 0.88% Add +37.5% 8,963 $4.0M
Atlantic Union Bankshares Corp 0.24% Add +1172.5% 7,253 $3.9M
Round Rock Advisors LLC 0.95% Add +4.5% 7,209 $3.9M
Johnson Investment Counsel Inc. 0.04% Add +25.8% 7,208 $3.9M
Greenleaf Trust 0.04% Add +2.3% 7,141 $3.9M
Garrison Bradford & Associates Inc. 3.97% No change 7,132 $3.9M
NEOS Investment Management LLC 0.16% Add +39.2% 7,076 $3.8M
First Hawaiian Bank 0.13% Add +7.3% 7,075 $3.8M
Coastline Trust Co 0.45% Reduce -0.3% 7,070 $3.8M
Groupama Asset Managment 0.05% Reduce -21.3% 7,021 $3.8M
Bull Street Advisors, LLC 1.81% No change 6,926 $3.8M
Semmax Financial Advisors Inc. 1.13% Add +10.6% 7,053 $3.7M
Earnest Partners LLC 0.02% Reduce -2.5% 6,920 $3.7M
Acadian Asset Management LLC 0.01% Reduce -78.9% 6,851 $3.7M
Strategic Wealth Partners, Ltd. 0.39% Reduce -0.2% 6,824 $3.7M
GLOBALT Investments LLC / GA 0.15% New 6,817 $3.7M
Schonfeld Strategic Advisors LLC 0.03% Reduce -79.4% 6,800 $3.7M
WINTON GROUP Ltd 0.25% New 6,771 $3.7M
Agf Management Ltd. 0.02% Reduce -3.0% 6,744 $3.7M
Voya Financial Advisors, Inc. 0.41% Add +7.4% 6,691 $3.6M
James Investment Research, Inc. 0.43% Reduce -0.1% 6,612 $3.6M
Chemistry Wealth Management LLC 0.91% Add +7.8% 6,532 $3.5M
Tidal Investments LLC 0.05% Add +4.8% 6,529 $3.5M
Princeton Global Asset Management LLC 0.78% Add +3.6% 6,514 $3.5M
RDA Financial Network 1.15% Add +0.1% 6,473 $3.5M
Family Legacy, Inc. 1.26% Reduce -1.6% 6,472 $3.5M
Donaldson Capital Management, LLC 0.15% Add +14.3% 6,470 $3.5M
Edmp, Inc. 3.17% Reduce -0.1% 6,451 $3.5M
Transform Wealth, LLC 0.26% Reduce -1.4% 6,381 $3.5M
Hohimer Wealth Management, LLC 0.80% Add +210.0% 6,361 $3.4M
Stock Yards Bank & Trust Co. 0.11% Reduce -7.7% 6,350 $3.4M
Sequoia Financial Advisors, LLC 0.04% Add +4.2% 6,328 $3.4M
Caprock Group, LLC 0.14% Add +50.1% 6,318 $3.4M
Squarepoint Ops LLC 0.01% Reduce -91.2% 6,299 $3.4M
Trivant Custom Portfolio Group, LLC 2.09% Reduce -0.5% 6,290 $3.4M
Savant Capital, LLC 0.03% Add +29.7% 6,285 $3.4M
Verition Fund Management LLC 0.03% Reduce -84.5% 6,243 $3.4M
TrinityPoint Wealth, LLC 0.53% Reduce -0.1% 6,235 $3.4M
Dynamic Advisor Solutions LLC 0.11% Add +1.1% 6,234 $3.4M
Fort Washington Investment Advisors Inc. 0.02% Add +1.0% 6,194 $3.4M
Bailard, Inc. 0.09% Reduce -1.5% 6,157 $3.3M
Timber Creek Capital Management LLC 1.00% Add +0.2% 6,144 $3.3M
Jackson Hole Capital Partners, LLC 0.73% Add +0.9% 6,119 $3.3M
Lester Murray Antman dba SimplyRich 1.05% Add +0.9% 6,112 $3.3M
Nomura Holdings Inc. 0.02% Add +221.6% 6,094 $3.3M
OneDigital Investment Advisors LLC 0.04% Reduce -20.5% 6,087 $3.3M
YHB Investment Advisors, Inc. 0.28% Add +0.1% 6,085 $3.3M
Flputnam Investment Management Co. 0.06% Reduce -9.2% 6,081 $3.3M
Guardian Capital Advisors LP 0.35% Reduce -8.9% 6,151 $3.3M
Plato Investment Management Ltd 0.30% Add +2.6% 5,998 $3.3M
Leavell Investment Management, Inc. 0.18% Add +1.8% 5,965 $3.2M
Pinkerton Wealth, LLC 0.49% Add +5.9% 5,924 $3.2M
D.A. Davidson & Co. 0.03% Reduce -5.0% 5,920 $3.2M
Hardy Reed LLC 0.32% New 5,875 $3.2M
LS Investment Advisors, LLC 0.49% Add +19.3% 5,774 $3.1M
Harbert Fund Advisors, LLC 2.50% Add +187.5% 5,750 $3.1M
Integrated Advisors Network LLC 0.16% Add +1.0% 5,720 $3.1M
Tokio Marine Asset Management Co. Ltd. 0.15% Add +1.9% 5,634 $3.1M
Oppenheimer & Co. Inc. 0.05% Reduce -7.2% 5,567 $3.0M
Camden National Bank 0.46% Add +13.8% 5,551 $3.0M
Accurate Wealth Management, LLC 0.72% Add +7.6% 5,651 $3.0M
Castellan Group 1.40% Add +4.1% 5,415 $2.9M
Atria Wealth Solutions, Inc. 0.03% Add +5.0% 5,391 $2.9M
Landscape Capital Management, L.L.C. 0.25% New 5,390 $2.9M
Greenfield Savings Bank 1.49% Add +2.6% 5,339 $2.9M
Advisors Asset Management, Inc. 0.06% Add +17.9% 5,323 $2.9M
Alberta Investment Management Corp 0.03% Add +43.2% 5,300 $2.9M
Keudell/Morrison Wealth Management 0.84% No change 5,281 $2.9M
Point72 Asia (Singapore) Pte. Ltd. 0.59% New 5,270 $2.9M
Simplify Asset Management Inc. 0.25% Reduce -0.1% 5,236 $2.8M
Allen Investment Management, LLC 0.03% No change 5,221 $2.8M
Legacy Trust 0.70% No change 5,214 $2.8M
AE Wealth Management LLC 0.03% Add +13.9% 5,205 $2.8M
Mizuho Markets Americas LLC 0.08% New 5,200 $2.8M
Essex Financial Services, Inc. 0.21% Add +3.6% 5,343 $2.8M
Choreo, LLC 0.05% Add +324.9% 5,184 $2.8M
Ilmarinen Mutual Pension Insurance Co 0.03% Reduce -76.4% 5,100 $2.8M
Alpine Woods Capital Investors, LLC 0.43% No change 5,092 $2.8M
Y-Intercept (Hong Kong) Ltd 0.15% Add +4.2% 5,085 $2.8M
Community Bank, N.A. 0.36% Add +0.3% 5,045 $2.7M
Onex Canada Asset Management Inc. 0.31% Reduce -1.0% 5,027 $2.7M
Bangor Savings Bank 0.27% Reduce -2.6% 5,016 $2.7M
Raymond James Trust N.A. 0.06% Reduce -5.0% 4,985 $2.7M
Unique Wealth Strategies, LLC 1.26% No change 5,202 $2.7M
Anchor Investment Management, LLC 0.28% Add +4.3% 4,963 $2.7M
Delta Capital Management LLC 1.63% No change 4,920 $2.7M
Mediolanum International Funds Ltd 0.04% Reduce -6.4% 5,321 $2.7M
Ascent Group, LLC 0.22% Add +30.2% 4,903 $2.7M
Intrust Bank NA 0.28% Add +0.5% 4,841 $2.6M
Oak Associates Ltd. 0.17% No change 4,833 $2.6M
Portfolio Design Labs, LLC 0.81% Add +25.7% 4,832 $2.6M
Cetera Trust Company, N.A 1.63% Reduce -12.1% 4,806 $2.6M
Malaga Cove Capital, LLC 1.06% Reduce -0.4% 4,803 $2.6M
Scholtz & Company, LLC 1.11% Reduce -1.5% 4,797 $2.6M
Bison Wealth, LLC 0.42% No change 4,987 $2.6M
Old National Bancorp 0.06% Reduce -3.4% 4,739 $2.6M
Clear Rock Advisors, LLC 1.09% Add +5.4% 4,701 $2.5M
Valeo Financial Advisors, LLC 0.08% Reduce -3.0% 4,690 $2.5M
Stonebridge Capital Advisors LLC 0.22% Reduce -12.4% 4,682 $2.5M
IMA Advisory Services, Inc. 1.12% New 4,672 $2.5M
Lombard Odier Asset Management (Europe) Ltd 0.17% New 4,630 $2.5M
Signaturefd, LLC 0.05% Add +8.2% 4,619 $2.5M
Avitas Wealth Management LLC 0.37% Add +0.1% 4,607 $2.5M
Pettyjohn, Wood & White, Inc. 0.48% Reduce -0.5% 4,598 $2.5M
Bragg Financial Advisors, Inc 0.11% Reduce -0.2% 4,566 $2.5M
AIA Group Ltd 0.07% Reduce -2.0% 4,562 $2.5M
Harfst & Associates, Inc. 0.57% Reduce -3.0% 4,553 $2.5M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -0.3% 4,524 $2.5M
Sectoral Asset Management Inc. 0.99% Add +28.6% 4,500 $2.4M
Regions Financial Corp. 0.02% Reduce -2.3% 4,494 $2.4M
Heritage Wealth Advisors 0.11% No change 4,472 $2.4M
Ritholtz Wealth Management 0.08% Reduce -0.8% 4,469 $2.4M
Horizon Investment Services, LLC 1.13% Add +2.3% 4,413 $2.4M
Taikang Asset Management (Hong Kong) Co Ltd 0.37% Add +109.9% 4,407 $2.4M
Paralel Advisors LLC 0.11% Add +5.8% 4,403 $2.4M
Sapient Capital LLC 0.05% Add +0.4% 4,384 $2.4M
Sabal Trust CO 0.14% Reduce -2.0% 4,363 $2.4M
Hofer & Associates. Inc 1.82% Add +0.1% 4,329 $2.3M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +21.8% 4,310 $2.3M
Atlas Capital Advisors Inc. 0.30% Reduce -7.5% 4,247 $2.3M
Drucker Wealth 3.0, LLC 0.61% — 4,245 $2.3M
Maia Wealth LLC 0.69% — 4,306 $2.3M
Intellectus Partners, LLC 0.62% Reduce -8.4% 4,180 $2.3M
Moody National Bank Trust Division 0.18% Add +3.0% 4,164 $2.3M
Lido Advisors, LLC 0.02% Add +15.7% 4,154 $2.3M
Barden Capital Management, Inc. 2.12% Add +0.6% 4,153 $2.2M
Tufton Capital Management 0.43% No change 4,124 $2.2M
Perbak Capital Partners LLP 0.66% New 4,109 $2.2M
Great Valley Advisor Group, Inc. 0.06% Reduce -19.5% 4,106 $2.2M
Lederer & Associates Investment Counsel 1.61% Reduce -4.7% 4,098 $2.2M
Vista Investment Management 0.90% Add +0.8% 4,079 $2.2M
Csenge Advisory Group 0.13% Add +1.9% 4,068 $2.2M
AMG National Trust Bank 0.06% Reduce -2.5% 4,060 $2.2M
Meeder Advisory Services, Inc. 0.16% Add +30.1% 4,048 $2.2M
Pinnacle Associates Ltd. 0.03% Add +24.7% 4,036 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.32% Add +12.8% 4,012 $2.2M
LBP Am SA 0.09% Reduce -0.6% 4,012 $2.2M
Zurich Insurance Group Ltd 0.02% No change 4,000 $2.2M
Brighton Jones LLC 0.07% Add +0.2% 3,995 $2.2M
B. Riley Wealth Advisors, Inc. 0.05% Add +39.5% 3,982 $2.2M
Elevation Point Wealth Partners, LLC 0.17% Add +3.8% 3,975 $2.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.87% Add +0.3% 3,965 $2.1M
Evergreen Wealth Management, LLC 1.41% No change 3,935 $2.1M
Smith, Moore & Co. 0.22% No change 3,933 $2.1M
Granite Harbor Advisors, Inc. 1.38% Add +7.0% 3,923 $2.1M
Parallel Advisors, LLC 0.05% Add +9.5% 3,920 $2.1M
Frank, Rimerman Advisors LLC 0.15% Add +35527.3% 3,919 $2.1M
Channing Global Advisors, LLC 1.77% No change 3,906 $2.1M
Eisler Capital (UK) Ltd. 0.68% Add +36.8% 3,875 $2.1M
Oxford Wealth Group, LLC 1.44% Add +48.5% 3,868 $2.1M
Global Retirement Partners, LLC 0.07% Add +9.7% 3,851 $2.1M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -37.5% 3,836 $2.1M
Wedbush Securities Inc. 0.07% Reduce -0.6% 3,831 $2.1M
Peoples Bank 1.62% Reduce -1.3% 3,824 $2.1M
Knollwood Investment Advisory, LLC 0.23% Add +43.7% 3,807 $2.1M
Belpointe Asset Management LLC 0.14% Add +136.2% 3,791 $2.1M
Carrera Capital Advisors 0.67% — 3,788 $2.1M
Apollon Wealth Management, LLC 0.06% Add +17.1% 3,785 $2.1M
&partners 0.09% Add +217.9% 3,780 $2.0M
Alpha DNA Investment Management LLC 1.16% Reduce -5.5% 3,778 $2.0M
Advisory Services Network, LLC 0.04% Reduce -15.8% 3,778 $2.0M
Chesley Taft & Associates LLC 0.10% Reduce -0.5% 3,749 $2.0M
FORA Capital, LLC 0.25% Reduce -83.5% 3,748 $2.0M
Headlands Technologies LLC 0.22% Add +354.4% 3,744 $2.0M
DB Fitzpatrick & Co, Inc 1.87% Reduce -0.8% 3,730 $2.0M
World Equity Group, Inc. 0.60% Reduce -36.3% 3,727 $2.0M
Legato Capital Management LLC 0.27% Reduce -31.4% 3,722 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.46% No change 3,715 $2.0M
Inspire Investing, LLC 0.23% Add +335.2% 3,708 $2.0M
Parallax Volatility Advisers, L.P. 0.06% Reduce -24.4% 3,705 $2.0M
Violich Capital Management, Inc. 0.27% No change 3,700 $2.0M
Coldstream Capital Management Inc. 0.05% Add +1.4% 3,696 $2.0M
Qtron Investments LLC 0.29% Add +46.4% 3,694 $2.0M
FJ Capital Management LLC 0.21% Reduce -2.6% 3,686 $2.0M
FRG Family Wealth Advisors LLC 0.39% No change 3,810 $2.0M
Uncommon Cents Investing LLC 0.62% Add +1.4% 3,648 $2.0M
Integrated Wealth Concepts LLC 0.03% Add +9.0% 3,642 $2.0M
Syon Capital LLC 0.18% Add +2.9% 3,636 $2.0M
Cohen Klingenstein LLC 0.07% No change 3,600 $2.0M
Pensionfund Sabic 0.57% No change 3,550 $1.9M
Merit Financial Group, LLC 0.04% Add +1.9% 3,544 $1.9M
Profund Advisors LLC 0.07% Reduce -1.7% 3,533 $1.9M
Kornitzer Capital Management Inc. 0.04% Add +3.6% 3,495 $1.9M
Hancock Whitney Corp. 0.06% Reduce -3.5% 3,449 $1.9M
Fidelis Capital Partners, LLC 0.26% Add +49.0% 3,552 $1.9M
HighPoint Advisor Group LLC 0.11% Add +1.5% 3,443 $1.8M
Dorsey & Whitney Trust CO LLC 0.13% Add +0.5% 3,386 $1.8M
Centiva Capital, LP 0.09% New 3,372 $1.8M
Wolverine Asset Management LLC 0.18% Reduce -17.1% 3,372 $1.8M
Twin City Private Wealth, LLC 1.72% Add +8.8% 3,369 $1.8M
Archford Capital Strategies, LLC 0.29% Add +2.3% 3,355 $1.8M
HF Advisory Group, LLC 0.93% Add +11.2% 3,316 $1.8M
Souders Financial Advisors 0.27% Add +42.0% 3,294 $1.8M
Freedom Day Solutions, LLC 0.60% New 3,292 $1.8M
Haverford Trust Co 0.02% Reduce -2.8% 3,277 $1.8M
Simplex Trading, LLC 0.06% New 3,231 $1.8M
Lake Street Advisors Group, LLC 0.08% Reduce -1.6% 3,196 $1.7M
Sentry LLC 0.32% Reduce -0.9% 3,179 $1.7M
Waverly Advisors, LLC 0.03% Add +9.4% 3,144 $1.7M
Wealth Architects, LLC 0.21% Add +0.2% 3,117 $1.7M
Wright Investors Service Inc. 0.44% Reduce -40.2% 3,112 $1.7M
Symmetry Partners, LLC 0.09% Reduce -3.7% 3,082 $1.7M
Summit Trail Advisors, LLC 0.04% Add +10.9% 3,076 $1.7M
Institute for Wealth Management, LLC. 0.22% Reduce -0.1% 3,029 $1.6M
Insight Wealth Strategies, LLC 0.23% Add +2.6% 3,021 $1.6M
Verdad Advisers, LP 1.89% Add +40.2% 3,015 $1.6M
Benjamin Edwards Inc. 0.31% Add +1.4% 2,956 $1.6M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -7.2% 2,956 $1.6M
J. Safra Sarasin Holding AG 0.03% — 2,940 $1.6M
Walleye Trading LLC 0.03% Add +39.4% 2,938 $1.6M
Laurion Capital Management LP 0.05% New 2,914 $1.6M
Asset Dedication, LLC 0.11% Add +10.5% 2,905 $1.6M
Symmetry Investments LP 0.20% New 2,900 $1.6M
Two Sigma Securities, LLC 0.07% Reduce -22.0% 2,885 $1.6M
Cunning Capital Partners, LP 0.87% No change 2,880 $1.6M
TD Private Client Wealth LLC 0.05% Reduce -14.8% 2,865 $1.6M
Pinnacle Financial Partners Inc 0.03% Reduce -1.6% 2,898 $1.6M
Cape Investment Advisory, Inc. 0.70% Add +0.5% 2,861 $1.6M
Realta Investment Advisors 0.30% Add +4.4% 2,838 $1.5M
Graves Light Lenhart Wealth, Inc. 0.18% Add +28.5% 2,869 $1.5M
Searle & Co. 0.36% Add +1.8% 2,826 $1.5M
Robertson Stephens Wealth Management, LLC 0.08% Add +1.9% 2,808 $1.5M
Mutual Advisors, LLC 0.05% Add +7.0% 2,870 $1.5M
King Wealth Management Group 0.25% No change 2,793 $1.5M
Modern Wealth Management, LLC 0.11% Add +55.4% 2,784 $1.5M
Westpac Banking Corp. 0.12% Reduce -13.8% 2,782 $1.5M
W.G. Shaheen & Associates DBA Whitney & Co 0.17% Reduce -3.4% 2,779 $1.5M
Ascentis Independent Advisors 0.31% — 2,775 $1.5M
Copperleaf Capital, LLC 1.20% Add +5.8% 2,773 $1.5M
Jackson Wealth Management, LLC 0.32% Reduce -43.7% 2,749 $1.5M
Insight Inv LLC 1.28% Add +3.8% 2,745 $1.5M
Mgo One Seven LLC 0.07% Reduce -0.0% 2,740 $1.5M
Pitcairn Co. 0.09% Add +7.9% 2,729 $1.5M
Thoroughbred Financial Services, LLC 0.10% Add +185.9% 2,716 $1.5M
Fortis Capital Advisors, LLC 0.53% New 2,714 $1.5M
Trust Asset Management LLC 0.12% No change 2,711 $1.5M
Mission Creek Capital Partners, Inc. 0.37% Add +106.5% 2,709 $1.5M
Forum Financial Management, LP 0.03% Reduce -2.8% 2,709 $1.5M
Snowden Capital Advisors LLC 0.04% Reduce -3.3% 2,704 $1.5M
Jones Financial Companies LLLP 0.00% Add +622.5% 2,702 $1.5M
Rehmann Capital Advisory Group 0.10% Add +3.1% 2,680 $1.5M
Ballentine Partners, LLC 0.03% Add +34.1% 2,647 $1.4M
UMB Bank, n.a. 0.02% Reduce -4.8% 2,646 $1.4M
Foresight Global Investors, Inc. 0.69% No change 2,645 $1.4M
Checchi Capital Advisers, LLC 0.11% Add +0.3% 2,632 $1.4M
SpiderRock Advisors, LLC 0.04% Add +307.6% 2,629 $1.4M
Banco BTG Pactual S.A. 0.36% Add +96.9% 2,658 $1.4M
Vident Advisory, LLC 0.04% Reduce -95.7% 2,624 $1.4M
Acropolis Investment Management, LLC 0.09% Reduce -2.1% 2,597 $1.4M
GAMMA Investing LLC 0.19% Add +35.0% 2,596 $1.4M
Empower Advisory Group, LLC 0.01% Reduce -6.7% 2,591 $1.4M
Curi Capital, LLC 0.03% Reduce -14.0% 2,566 $1.4M
USA Financial Formulas 0.23% Add +1029.1% 2,563 $1.4M
Principle Wealth Partners LLC 0.11% Add +4.2% 2,554 $1.4M
Matisse Capital 0.68% Reduce -5.1% 2,550 $1.4M
Aptus Capital Advisors, LLC 0.03% Add +4.6% 2,537 $1.4M
Mirabella Financial Services LLP 0.12% New 2,532 $1.4M
Fortem Financial Group, LLC 0.58% Add +3.4% 2,503 $1.4M
Retirement Guys Formula LLC 0.65% Add +4.2% 2,502 $1.4M
Capstone Investment Advisors, LLC 0.06% Reduce -56.0% 2,490 $1.3M
Richwood Investment Advisors, LLC 1.18% Reduce -0.8% 2,489 $1.3M
First Business Financial Services, Inc. 0.14% Add +3.4% 2,485 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Add +50.9% 2,478 $1.3M
Graypoint LLC 0.09% Add +11.1% 2,475 $1.3M
Trueblood Wealth Management, LLC 0.76% Add +1.4% 2,471 $1.3M
Power Wealth Management LLC 0.64% Add +69.3% 2,463 $1.3M
Herold Advisors, Inc. 0.31% Add +7.1% 2,450 $1.3M
Horizon Investments, LLC 0.04% Add +7.8% 2,448 $1.3M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.7% 2,446 $1.3M
9258 Wealth Management, LLC 0.20% No change 2,437 $1.3M
Patton Albertson Miller Group, LLC 0.19% Add +182.2% 2,427 $1.3M
Cigna Investments Inc. 0.24% Reduce -3.6% 2,407 $1.3M
Benchmark Investment Advisors LLC 0.93% Reduce -8.7% 2,373 $1.3M
CENTRAL TRUST Co 0.03% Add +2.3% 2,350 $1.3M
Quadrant Capital Group LLC 0.09% Add +8.8% 2,338 $1.3M
Citizens Financial Group Inc. 0.03% Add +61.5% 2,336 $1.3M
Financial Security Advisor, Inc. 0.42% Add +0.1% 2,322 $1.3M
PGGM Investments 0.02% Reduce -61.2% 2,319 $1.3M
CSS LLC 0.27% Reduce -2.1% 2,300 $1.2M
SeaCrest Wealth Management, LLC 0.14% Add +1.4% 2,295 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% Add +0.2% 2,284 $1.2M
Sigma Planning Corp 0.04% Add +1.7% 2,276 $1.2M
Perigon Wealth Management, LLC 0.04% Reduce -4.0% 2,274 $1.2M
Nilsine Partners, LLC 0.16% Add +0.5% 2,264 $1.2M
DGS Capital Management, LLC 0.34% Add +3.9% 2,258 $1.2M
Stableford Capital II LLC 0.48% Add +0.3% 2,332 $1.2M
Concord Wealth Partners 0.21% Reduce -5.0% 2,237 $1.2M
Atom Investors LP 0.12% Reduce -76.4% 2,230 $1.2M
Pearl River Capital, LLC 0.19% New 2,224 $1.2M
Buckley Wealth Management, LLC 0.38% Add +2.4% 2,213 $1.2M
Pure Financial Advisors, LLC 0.03% Reduce -1.8% 2,203 $1.2M
Sumitomo Life Insurance Co. 0.03% Reduce -10.9% 2,203 $1.2M
Romano Brothers and Company 0.17% Reduce -0.5% 2,200 $1.2M
First National Bank of Hutchinson 0.76% Add +75.9% 2,195 $1.2M
Fifth Third Wealth Advisors LLC 0.09% New 2,167 $1.2M
Roundview Capital LLC 0.09% Add +2.1% 2,161 $1.2M
Bard Financial Services, Inc. 0.12% No change 2,150 $1.2M
Ameritas Advisory Services, LLC 0.04% Add +27.1% 2,136 $1.2M
Axq Capital, LP 0.27% New 2,131 $1.2M
Alaska Permanent Fund Corp 0.02% Add +216.8% 2,164 $1.2M
Daymark Wealth Partners, LLC 0.05% Add +3.1% 2,120 $1.1M
Mission Wealth Management, LP 0.03% Reduce -2.9% 2,114 $1.1M
Delphi Management Inc. 0.93% No change 2,112 $1.1M
Vanguard Capital Wealth Advisors 0.77% Add +0.3% 2,106 $1.1M
Heritage Wealth Management, Inc. 0.38% — 2,136 $1.1M
Harbour Investments, Inc. 0.04% Add +64.9% 2,089 $1.1M
1ST Source Bank 0.07% Add +4.0% 2,086 $1.1M
Fiduciary Trust Co 0.02% Add +0.1% 2,069 $1.1M
RFG Advisory, LLC 0.04% Add +2.5% 2,067 $1.1M
Taylor Financial Group, Inc. 0.86% No change 2,065 $1.1M
Cidel Asset Management Inc. 0.09% Add +1.7% 2,060 $1.1M
Wedmont Private Capital 0.07% Add +12.4% 2,083 $1.1M
Pacific Global Investment Management Co. 0.21% Add +0.3% 2,057 $1.1M
WESPAC Advisors SoCal, LLC 0.28% Add +19.4% 2,046 $1.1M
Seeds Investor LLC 0.57% Add +7.4% 2,039 $1.1M
Chicago Capital, LLC 0.03% Reduce -68.0% 2,036 $1.1M
NorthRock Partners, LLC 0.04% Add +4.8% 2,033 $1.1M
Moors & Cabot, Inc. 0.06% Reduce -8.2% 2,007 $1.1M
Strategic Advisors LLC 0.21% No change 2,000 $1.1M
Garrison Point Advisors, LLC 0.72% No change 2,000 $1.1M
NJ State Employees Deferred Compensation Plan 0.13% No change 2,000 $1.1M
Ally Financial Inc. 0.13% Reduce -71.4% 2,000 $1.1M
Willner & Heller, LLC 1.03% Add +0.3% 1,991 $1.1M
Blue Trust, Inc. 0.01% Add +22.1% 2,071 $1.1M
Strategic Financial Services, Inc. 0.07% Reduce -5.0% 1,978 $1.1M
Austin Private Wealth, LLC 0.11% Add +0.1% 1,967 $1.1M
Northern Financial Advisors Inc 0.85% Add +10.5% 1,965 $1.1M
Independent Financial Group, LLC 0.04% Add +176.8% 1,957 $1.1M
Harbor Investment Advisory, LLC 0.11% Reduce -0.8% 1,930 $1.0M
Kirtland Hills Capital Management, LLC 0.87% Reduce -1.6% 1,927 $1.0M
FSB Premier Wealth Management, Inc. 0.47% Add +75.9% 1,914 $1.0M
Stonehage Fleming Financial Services Holdings Ltd 0.03% New 1,913 $1.0M
United Community Bank 0.42% Add +43.5% 1,907 $1.0M
Smartleaf Asset Management LLC 0.17% Add +66.4% 1,925 $1.0M
Financial Counselors Inc. 0.02% Reduce -9.9% 1,902 $1.0M
Sanders Morris Harris LLC 0.17% No change 1,900 $1.0M
Analyst IMS Investment Management Services Ltd. 0.04% No change 1,894 $1.0M
Dark Forest Capital Management LP 0.19% New 1,888 $1.0M
Apella Capital, LLC 0.05% Add +43.8% 1,928 $1.0M
EP Wealth Advisors, LLC 0.01% Add +18.1% 1,882 $1.0M
Clarius Group, LLC 0.07% Reduce -3.1% 1,879 $1.0M
Procyon Advisors, LLC 0.08% Add +1.1% 1,877 $1.0M
Bremer Bank National Association 0.20% Reduce -0.6% 1,868 $1.0M
Moloney Securities Asset Management, LLC 0.15% Add +13.0% 1,864 $1.0M
Garde Capital, Inc. 0.07% Reduce -2.4% 1,856 $1.0M
Buckingham Strategic Wealth, LLC 0.01% Add +15.1% 1,854 $1.0M
Bridgeway Capital Management, LLC 0.02% Reduce -73.9% 1,850 $1.0M
Frisch Financial Group, Inc. 0.30% Reduce -7.0% 1,843 $999K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,819 $986K
Valmark Advisers, Inc. 0.02% Add +1.6% 1,807 $979K
Detalus Advisors, LLC 0.34% Add +9.3% 1,807 $979K
Concord Asset Management, LLC 0.24% Add +10.4% 1,803 $977K
Sendero Wealth Management, LLC 0.16% No change 1,774 $961K
Gratus Wealth Advisors, LLC 0.17% Reduce -5.6% 1,921 $961K
Conning Inc. 0.04% Add +4.2% 1,773 $961K
Defined Wealth Management, LLC 0.66% Add +0.2% 1,760 $954K
Verus Financial Partners, Inc. 0.11% Reduce -5.3% 1,713 $928K
CW Advisors, LLC 0.01% Reduce -5.9% 1,706 $925K
Erste Asset Management GmbH 0.01% Reduce -8.7% 1,723 $925K
Advisors Capital Management, LLC 0.02% Add +15.5% 1,705 $924K
Sompo Asset Management Co., Ltd. 0.16% Reduce -6.6% 1,700 $921K
PKO Investment Management Joint-Stock Co 0.11% Reduce -68.3% 1,700 $921K
New England Research & Management, Inc. 0.44% Reduce -16.1% 1,700 $921K
Kapstone Financial Advisors LLC 0.60% Add +2.4% 1,696 $919K
Vestor Capital, LLC 0.07% Add +46.7% 1,696 $919K
Outlook Wealth Advisors, LLC 0.29% Reduce -1.1% 1,693 $918K
Burke & Herbert Bank & Trust Co. 0.22% Add +62.4% 1,689 $915K
Towne Trust Company, N.A 0.35% Add +15.4% 1,682 $911K
Wealthcare Advisory Partners LLC 0.03% Add +14.5% 1,671 $905K
Busey Bank 0.03% Reduce -2.2% 1,663 $901K
Leonteq Securities AG 0.12% Reduce -30.6% 1,656 $897K
Brogan Financial, Inc. 0.56% Add +0.3% 1,650 $894K
Private Trust Co. NA 0.10% Add +9.7% 1,647 $892K
PDS Planning, Inc 0.09% Add +1.0% 1,646 $892K
Global Trust Asset Management, LLC 0.36% Reduce -2.7% 1,641 $889K
Vise Technologies, Inc. 0.16% Add +8.4% 1,633 $885K
Catalina Capital Group, LLC 0.34% Add +91.9% 1,629 $883K
Sage Mountain Advisors LLC 0.08% Add +41.1% 1,625 $880K
Fullcircle Wealth LLC 0.43% — 1,717 $879K
Plancorp, LLC 0.04% Add +0.9% 1,613 $874K
OmniStar Financial Group, Inc. 0.79% Add +0.8% 1,611 $873K
LRI Investments, LLC 0.10% No change 1,606 $870K
MassMutual Private Wealth & Trust, FSB 0.03% Add +19.0% 1,603 $869K
Systematic Alpha Investments, LLC 0.03% No change 1,597 $865K
Evermay Wealth Management LLC 0.14% Reduce -4.0% 1,589 $861K
Hollencrest Capital Management 0.04% Add +0.2% 1,588 $860K
McElhenny Sheffield Capital Management, LLC 0.30% Reduce -3.8% 1,587 $860K
Twin Capital Management Inc. 0.10% Reduce -2.3% 1,586 $859K
First Merchants Corp. 0.03% No change 1,582 $857K
Money Concepts Capital Corp. 0.07% Add +3.3% 1,581 $857K
Beacon Financial Group 0.10% Reduce -4.4% 1,574 $853K
Linden Thomas Advisory Services, LLC 0.13% Reduce -4.5% 1,572 $852K
Compass Wealth Management LLC 0.21% No change 1,568 $850K
M Holdings Securities, Inc. 0.11% New 1,567 $849K
Bank of Marin 0.73% No change 1,565 $848K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -1.4% 1,563 $847K
Thomasville National Bank 0.07% No change 1,550 $840K
Concurrent Investment Advisors, LLC 0.03% Add +15.9% 1,536 $832K
ROI Financial Advisors, LLC 0.60% Add +1.1% 1,535 $832K
Smithbridge Asset Management Inc. 0.17% No change 1,532 $830K
J. W. Coons Advisors, LLC 0.15% No change 1,530 $829K
Buckingham Capital Management, Inc. 0.10% No change 1,526 $827K
McLean Asset Management Corp 0.27% Reduce -6.0% 1,546 $826K
Middleton & Co. Inc. 0.10% No change 1,525 $826K
Douglass Winthrop Advisors, LLC 0.02% No change 1,512 $819K
Mowery & Schoenfeld Wealth Management, LLC 1.18% No change 1,511 $819K
Prudent Man Advisors, LLC 0.29% Add +4.7% 1,508 $817K
Verity Asset Management, Inc. 0.32% Add +76.5% 1,502 $814K
Duncker Streett & Co. Inc. 0.16% Reduce -66.8% 1,492 $808K
Florida Trust Wealth Management Co 0.03% Add +18.2% 1,491 $808K
Quent Capital, LLC 0.09% Add +4.1% 1,482 $803K
Prime Capital Investment Advisors, LLC 0.01% Add +1.8% 1,470 $797K
KG Capital Management 0.28% Add +11.0% 1,468 $795K
Glenview Trust Co 0.02% Reduce -27.1% 1,458 $790K
Brooklyn Investment Group 0.34% No change 1,515 $782K
Taylor Hoffman Wealth Management 0.32% No change 1,457 $779K
Foster & Motley Inc. 0.05% Reduce -18.0% 1,428 $774K
Berkshire Asset Management LLC 0.04% Add +150.2% 1,426 $773K
Wesbanco Bank Inc. 0.03% Reduce -1.5% 1,415 $767K
Premier Path Wealth Partners, LLC 0.13% Reduce -0.1% 1,410 $764K
Schechter Investment Advisors, LLC 0.06% Add +4.2% 1,409 $763K
EverSource Wealth Advisors, LLC 0.05% Add +44.1% 1,431 $762K
Fielder Capital Group LLC 0.29% Reduce -0.4% 1,404 $761K
Atlas Private Wealth Advisors 0.12% Add +100.6% 1,404 $761K
Genesee Capital Advisors, LLC 0.37% Reduce -18.7% 1,394 $755K
Shelton Capital Management 0.02% No change 1,390 $753K
Nebula Research & Development LLC 0.12% Add +81.9% 1,388 $752K
Wealth Management Associates, Inc. 0.35% No change 1,387 $752K
Systematic Financial Management LP 0.02% No change 1,386 $751K
Composition Wealth, LLC 0.02% Reduce -4.7% 1,386 $751K
IHT Wealth Management, LLC 0.03% Add +30.2% 1,371 $743K
Alamar Capital Management, LLC 0.45% — 1,368 $741K
Evergreen Capital Management LLC 0.03% Add +16.6% 1,366 $740K
Centric Wealth Management 0.21% No change 1,403 $740K
Northwest Bancshares, Inc. 0.13% Add +7.6% 1,362 $738K
One Wealth Map LLC 0.45% Add +0.3% 1,458 $735K
Stratos Investment Management, LLC 0.06% Add +4.9% 1,342 $728K
Privium Fund Management (UK) Ltd 0.28% New 1,357 $727K
Quantum Portfolio Management LLC 0.41% Add +195.1% 1,328 $720K
Bedel Financial Consulting, Inc. 0.11% Add +6.5% 1,328 $720K
Ransom Advisory, Ltd 0.36% No change 1,325 $718K
Wealth Alliance, LLC 0.09% Reduce -0.8% 1,314 $712K
Arete Wealth Advisors, LLC 0.06% New 1,314 $711K
Salem Investment Counselors Inc. 0.02% Reduce -4.2% 1,311 $710K
Keystone Financial Group 0.26% Add +2.2% 1,310 $710K
Exchange Traded Concepts, LLC 0.02% Add +4.8% 1,306 $708K
Indie Asset Partners, LLC 0.56% Reduce -9.5% 1,301 $705K
Constitution Capital LLC 0.37% No change 1,300 $704K
Legacy Financial Advisors, Inc. 0.13% Reduce -15.1% 1,296 $702K
Everhart Financial Group, Inc. 0.18% Add +15.3% 1,290 $699K
Oxford Financial Group, LTD. LLC 0.05% Add +4.6% 1,289 $698K
Keystone Financial Services 0.29% Add +14.0% 1,281 $694K
Ontario Teachers Pension Plan Board 0.01% Reduce -78.1% 1,279 $693K
J.W. Cole Advisors, Inc. 0.03% Add +12.2% 1,276 $692K
First Foundation Advisors 0.03% Add +0.1% 1,274 $690K
Gryphon Financial Partners LLC 0.10% Add +6.0% 1,268 $687K
Solidarity Wealth, LLC 0.21% No change 1,268 $687K
Shufro Rose & Co. LLC 0.06% Reduce -0.9% 1,263 $684K
Arden Trust Co 0.10% Reduce -3.2% 1,261 $683K
Patrick M Sweeney & Associates, Inc. 0.55% Add +1.0% 1,261 $683K
Holderness Investments Co. 0.16% Add +0.3% 1,260 $683K
Brookstone Capital Management 0.01% Reduce -4.0% 1,302 $678K
Pathway Financial Advisers, LLC 0.24% Add +1.2% 1,263 $677K
Colonial Trust Co / SC 0.12% Add +9.1% 1,246 $675K
Arax Advisory Partners 0.07% Add +8.8% 1,246 $675K
Palisades Hudson Asset Management, L.P. 0.31% No change 1,238 $671K
Great Diamond Partners, LLC 0.16% Reduce -5.4% 1,237 $670K
CreativeOne Wealth, LLC 0.03% Add +11.2% 1,236 $670K
Prospera Financial Services Inc 0.02% Add +0.7% 1,231 $669K
iSAM Funds (UK) Ltd 0.50% New 1,233 $668K
Clear Harbor Asset Management, LLC 0.06% Add +18.6% 1,233 $668K
Westfield Capital Management Co. LP 0.00% New 1,230 $666K
Axxcess Wealth Management, LLC 0.02% Reduce -26.8% 1,229 $666K
Hurlow Wealth Management Group, Inc. 0.23% Add +1.9% 1,229 $666K
Freedom Investment Management, Inc. 0.05% Add +7.3% 1,229 $666K
GeoWealth Management, LLC 0.03% Add +48.3% 1,228 $665K
Keel Point, LLC 0.06% Add +7.4% 1,243 $661K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.25% Reduce -3.2% 1,213 $657K
Accredited Investors Inc. 0.04% No change 1,212 $657K
Allworth Financial LP 0.00% Add +5.8% 1,307 $653K
Tranquilli Financial Advisor LLC 0.44% Reduce -0.7% 1,221 $653K
GTS Securities LLC 0.01% New 1,203 $652K
Highland Capital Management, LLC 0.04% No change 1,200 $650K
CFO4Life Group, LLC 0.12% Reduce -0.5% 1,199 $650K
StoneX Group Inc. 0.05% Add +20.9% 1,198 $649K
Seneca House Advisors 0.28% Reduce -7.3% 1,198 $649K
Legacy Advisors, LLC 0.08% Add +10.9% 1,193 $646K
Farther Finance Advisors, LLC 0.03% Add +15.3% 1,206 $645K
Weinberger Asset Management, Inc 0.30% Add +3.4% 1,182 $641K
First Manhattan Co. Llc. 0.00% Add +142.1% 1,179 $639K
Avior Wealth Management, LLC 0.03% Reduce -15.6% 1,172 $635K
Fullerton Fund Management Co Ltd. 0.03% Add +26.8% 1,172 $635K
JGP Global Gestao de Recursos Ltda. 0.80% Reduce -1.2% 1,170 $634K
Affinity Investment Advisors, LLC 0.48% Add +11.8% 1,170 $634K
Sonoma Private Wealth LLC 1.02% Reduce -1.6% 1,162 $630K
Monarch Capital Management Inc. 0.18% No change 1,153 $625K
Stiles Financial Services Inc 0.24% Reduce -1.6% 1,141 $618K
Naples Global Advisors, LLC 0.06% Add +3.6% 1,140 $618K
Joel Isaacson & Co., LLC 0.03% Reduce -8.4% 1,140 $618K
Avestar Capital, LLC 0.07% Add +14.0% 1,138 $617K
Ellevest, Inc. 0.04% Add +55.4% 1,130 $612K
Fulton Bank, N.A. 0.02% Add +2.8% 1,130 $612K
Cardiff Park Advisors, LLC 0.06% No change 1,128 $611K
Moneta Group Investment Advisors LLC 0.01% Add +0.5% 1,128 $611K
JB Capital LLC 0.04% Add +0.5% 1,126 $610K
Humankind Investments LLC 0.16% Reduce -14.5% 1,124 $609K
Concourse Financial Group Securities, Inc. 0.04% Reduce -7.0% 1,124 $609K
Carnegie Investment Counsel 0.02% Reduce -17.1% 1,116 $605K
Baxter Bros Inc. 0.08% Reduce -15.3% 1,109 $601K
Intelligence Driven Advisers, LLC 0.09% Add +84.7% 1,108 $600K
Vantage Financial Partners, LLC 0.16% Add +1.5% 1,106 $600K
Dodge & Cox 0.00% No change 1,100 $596K
Farmers Trust Co. 0.12% Reduce -1.9% 1,098 $595K
Penserra Capital Management LLC 0.01% Reduce -0.5% 1,096 $594K
Heritage Trust Co 0.08% No change 1,096 $594K
Nvwm, LLC 0.16% Reduce -0.4% 1,091 $591K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -5.0% 1,090 $591K
PBMares Wealth Management LLC 0.14% Add +0.7% 1,086 $588K
Cim Investment Management Inc. 0.18% Reduce -0.6% 1,083 $587K
First Western Trust Bank 0.03% Add +0.6% 1,073 $581K
Waldron Private Wealth LLC 0.03% Add +6.3% 1,066 $578K
Whalen Wealth Management Inc. 0.46% No change 1,064 $577K
Commerzbank Aktiengesellschaft 0.02% Reduce -42.8% 1,063 $576K
Country Club Bank 0.04% Reduce -3.2% 1,072 $574K
Hengehold Capital Management LLC 0.06% Add +3.5% 1,054 $571K
Campion Asset Management 0.45% No change 1,050 $569K
Texas Yale Capital Corp. 0.03% No change 1,050 $569K
Alpha Omega Wealth Management LLC 0.11% No change 1,049 $568K
Pinnacle Wealth Planning Services, Inc. 0.08% Reduce -0.1% 1,049 $568K
KFG Wealth Management, LLC 0.22% Add +7.3% 1,032 $559K
VELA Investment Management, LLC 0.20% No change 1,029 $558K
Bell Investment Advisors, Inc 0.11% Add +2.6% 1,029 $557K
Ascent Wealth Partners, LLC 0.08% Reduce -14.0% 1,026 $556K
Lanark Financial, Inc. 0.05% Add +6.8% 1,025 $555K
Sentry Investment Management LLC 0.25% Reduce -17.0% 1,022 $554K
Advisory Alpha, LLC 0.02% Add +6.6% 1,018 $552K
Leonard Rickey Investment Advisors P.L.L.C. 0.13% Add +18.7% 1,015 $550K
Lifeworks Advisors, LLC 0.15% Reduce -6.3% 1,012 $548K
Kuhn & Co Investment Counsel 0.49% No change 1,006 $545K
Asahi Life Asset Management Co., LTD. 0.37% New 1,005 $545K
Signet Financial Management, LLC 0.07% Reduce -2.0% 1,004 $544K
Aspen Investment Management Inc 0.27% Add +4.4% 1,004 $544K
Everett Harris & Co. 0.01% Add +6.4% 1,001 $542K
Lantern Wealth Advisors, LLC 0.39% No change 1,000 $542K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 998 $541K
Capital Investment Advisory Services, LLC 0.06% No change 989 $536K
Carr Financial Group Corp 0.17% Add +0.2% 987 $535K
Okabena Investment Services Inc. 0.17% Reduce -24.3% 977 $529K
Basepoint Wealth LLC 0.42% Reduce -4.4% 975 $528K
Client 1ST Advisory Group, LLC 0.22% Add +8.9% 962 $521K
Adams Wealth Management 0.12% Add +37.5% 956 $518K
CacheTech Inc. 0.12% — 956 $518K
Compton Wealth Advisory Group, LLC 0.14% No change 954 $517K
Latitude Advisors, LLC 0.31% Reduce -0.6% 951 $515K
Dakota Wealth Management 0.01% Add +1.7% 946 $513K
Grey Ledge Advisors, LLC 0.14% Add +0.1% 946 $513K
Spectrum Wealth Counsel, LLC 0.06% Reduce -1.1% 942 $510K
Summit X, LLC 0.11% Add +32.0% 944 $507K
Adero Partners, LLC 0.04% Add +49.8% 932 $505K
Ritter Daniher Financial Advisory LLC / DE 0.16% Reduce -2.1% 922 $500K
Centaurus Financial, Inc. 0.03% Add +66.9% 918 $498K
Western Wealth Management, LLC 0.04% Reduce -2.4% 912 $494K
Drive Wealth Management, LLC 0.13% Add +3.4% 912 $494K
Wealth Advisory Solutions, LLC 0.13% No change 908 $492K
First Financial Bank - Trust Division 0.05% Reduce -0.8% 908 $492K
Ignite Planners, LLC 0.12% Add +19.8% 925 $491K
SageView Advisory Group, LLC 0.03% Add +3.9% 905 $490K
HFG Advisors, Inc. 0.46% Add +0.2% 905 $490K
Independence Bank of Kentucky 0.13% Reduce -2.2% 903 $489K
Manchester Capital Management LLC 0.06% Add +3.1% 902 $489K
Horan Securities, Inc. 0.21% No change 901 $488K
Hilltop Partners LLC 0.18% No change 896 $486K
Catalyst Financial Partners LLC 0.11% Add +8.5% 892 $483K
Astoria Portfolio Advisors LLC. 0.17% Add +13.1% 890 $482K
Circle Wealth Management, LLC 0.01% Reduce -25.9% 885 $480K
First Affirmative Financial Network 0.33% Reduce -5.1% 880 $477K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -61.0% 879 $476K
Whalerock Point Partners, LLC 0.13% No change 877 $475K
Elser Financial Planning, Inc 0.08% — 876 $475K
Samalin Investment Counsel, LLC 0.22% Add +1.6% 874 $474K
Cozad Asset Management Inc. 0.05% Add +3.1% 870 $471K
Stratos Wealth Advisors, LLC 0.02% Add +32.9% 868 $471K
Arkadios Wealth Advisors 0.03% Add +26.4% 868 $471K
Keener Financial Planning LLC 0.31% No change 866 $469K
Next Level Private LLC 0.21% Add +1.1% 865 $468K
Allstate Corp. 0.04% No change 864 $468K
Focus Partners Advisor Solutions, LLC 0.01% Add +29.8% 862 $467K
Regent Peak Wealth Advisors LLC 0.11% Add +3.1% 862 $467K
Capital Investment Advisors, LLC 0.01% Add +3.2% 861 $467K
Callan Capital, LLC 0.04% Add +83.4% 860 $466K
BHK Investment Advisors, LLC 0.18% Reduce -4.5% 858 $465K
Arista Wealth Management, LLC 0.12% New 858 $465K
Fox Run Management, L.L.C. 0.09% Reduce -64.0% 858 $465K
Park Place Capital Corp 0.15% Add +85.1% 855 $463K
IFP Advisors, Inc 0.02% Add +13.0% 854 $463K
InTrack Investment Management Inc 0.33% Reduce -61.7% 853 $462K
Trust Point Inc. 0.04% Reduce -22.5% 848 $459K
St Germain D J Co. Inc. 0.02% Reduce -5.9% 846 $458K
Insigneo Advisory Services, LLC 0.05% Reduce -0.8% 862 $451K
Avidian Wealth Enterprises, LLC 0.02% Add +33.0% 830 $450K
BayBridge Capital Group, LLC 0.35% Add +2.9% 828 $449K
Rothschild Investment LLC 0.03% Add +23.8% 821 $445K
Mosley Wealth Management 0.38% Add +8.5% 815 $442K
LVW Advisors, LLC 0.06% Add +13.7% 812 $440K
Fisher Asset Management 0.00% Add +3.9% 807 $438K
LongView Wealth Management 0.16% No change 806 $437K
Thrive Wealth Management, LLC 0.09% Add +0.1% 804 $436K
Geller Advisors LLC 0.03% Add +4.3% 803 $435K
First Horizon Advisors, Inc. 0.01% Reduce -8.1% 802 $435K
Truepoint, Inc. 0.01% New 801 $434K
Angeles Wealth Management, LLC 0.04% Add +16.8% 799 $433K
Dover Advisors, LLC 0.27% Reduce -7.9% 797 $432K
Fulton Breakefield Broenniman LLC 0.03% No change 796 $431K
Icon Wealth Advisors, LLC 0.04% New 810 $431K
Abacus Planning Group, Inc. 0.08% Reduce -1.1% 794 $430K
CHICAGO TRUST Co NA 0.09% Add +2.1% 793 $430K
Atlas Wealth LLC 0.08% No change 810 $430K
Harbor Group, Inc. 0.11% Reduce -3.4% 792 $429K
Keynote Financial Services LLC 0.36% Reduce -4.7% 790 $428K
Waddell & Associates, LLC 0.06% No change 789 $428K
Valley National Advisers Inc. 0.06% Reduce -1.7% 790 $427K
First County Bank 0.22% No change 787 $426K
Beck Mack & Oliver LLC 0.01% No change 784 $425K
Milestone Asset Management, LLC 0.11% Add +8.9% 782 $424K
Regatta Capital Group, LLC 0.09% Add +0.8% 781 $423K
Kelleher Financial Advisors 0.17% New 780 $423K
Altfest L J & Co. Inc. 0.06% Add +1.4% 780 $422K
Pettinga Financial Advisors LLC 0.10% No change 772 $418K
PFG Investments, LLC 0.03% Add +0.3% 772 $418K
Fort Point Capital Partners LLC 0.05% Reduce -1.4% 772 $418K
Marathon Mission, Inc. 0.32% Reduce -2.5% 770 $417K
Aaron Wealth Advisors LLC 0.06% Add +37.0% 770 $417K
Prosperity Financial Group, Inc. 0.26% Add +4.3% 769 $417K
AlphaQuest LLC 0.06% Reduce -78.4% 769 $417K
Schnieders Capital Management LLC 0.08% No change 765 $415K
Nations Financial Group Inc, /Ia/ 0.03% No change 762 $413K
Capital Management Corp. 0.08% No change 760 $412K
SevenBridge Financial Group, LLC 0.09% No change 786 $412K
Heartland Bank & Trust Co 0.23% New 759 $411K
American Trust 0.03% Reduce -2.2% 758 $411K
Lountzis Asset Management, LLC 0.19% No change 755 $409K
Horizon Bancorp Inc. 0.19% No change 754 $409K
Clearstead Trust, LLC 0.10% No change 754 $409K
Patron Partners, LLC 0.24% Add +0.8% 753 $408K
Fortitude Family Office, LLC 0.23% Add +2166.7% 748 $405K
Platform Technology Partners 0.14% — 748 $405K
Simon Quick Advisors, LLC 0.03% New 747 $405K
MBM Wealth Consultants, LLC 0.14% No change 763 $404K
Key Financial Inc 0.10% Add +473.1% 745 $404K
Montag A & Associates Inc. 0.02% No change 745 $403K
Spire Wealth Management 0.01% Reduce -19.6% 744 $403K
Transcend Capital Advisors, LLC 0.03% Reduce -5.5% 742 $402K
Arlington Trust Co LLC 0.09% Reduce -4.1% 742 $402K
First National Trust Co 0.02% Reduce -2.4% 737 $399K
HBK Sorce Advisory LLC 0.01% Add +2.5% 734 $398K
Van Hulzen Asset Management, LLC 0.03% Add +4.9% 730 $396K
East Coast Asset Management, LLC. 0.14% No change 730 $396K
Harbour Trust & Investment Management Co 0.05% Reduce -5.2% 729 $395K
MGB Wealth Management, LLC 0.15% Add +1.4% 736 $394K
Cynosure Group, LLC 0.06% Add +15.6% 718 $389K
Lakeridge Wealth Management LLC 0.23% No change 717 $388K
Evercore Wealth Management, LLC 0.01% Reduce -3.1% 716 $388K
City Holding Co. 0.06% Reduce -1.9% 715 $387K
Bigelow Investment Advisors, LLC 0.18% Add +0.8% 713 $386K
WMS Partners, LLC 0.02% Add +0.1% 712 $386K
Claro Advisors Inc. 0.06% Add +21.6% 710 $385K
First Bank & Trust 0.08% Add +2.5% 705 $382K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.4% 705 $382K
Choate Investment Advisors 0.01% Add +0.3% 703 $381K
Certuity, LLC 0.03% New 703 $381K
Sandler Capital Management 0.07% No change 700 $379K
Meyer Handelman Co. 0.01% Reduce -12.5% 700 $379K
Proficio Capital Partners LLC 0.04% Add +5.8% 697 $377K
Sierra Capital LLC 0.05% No change 695 $377K
RVW Wealth, LLC 0.04% Reduce -0.1% 695 $377K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -1.3% 691 $374K
SJS Investment Consulting Inc. 0.07% No change 691 $374K
AXS Investments LLC 0.10% Reduce -17.2% 689 $373K
Convergence Investment Partners, LLC 0.11% Reduce -3.0% 687 $372K
Alliance Wealth Advisors, LLC 0.23% Reduce -5.8% 687 $372K
Insight Folios Inc 0.15% Reduce -3.3% 685 $371K
Roberts Glore & Co. Inc. 0.11% No change 683 $370K
Stevens Capital Management LP 0.13% New 682 $370K
Aldebaran Financial Inc. 0.48% No change 682 $370K
Goelzer Investment Management, Inc. 0.02% No change 682 $370K
Lindbrook Capital, LLC 0.03% Add +9.5% 681 $369K
Aspiriant, LLC 0.01% Reduce -35.3% 679 $368K
First Financial Corp. 0.19% Reduce -2.2% 679 $368K
Equitable Trust Co. 0.03% Add +68.2% 678 $367K
Brandywine Oak Private Wealth LLC 0.04% Reduce -0.1% 678 $367K
E Fund Management Co., Ltd. 0.02% Reduce -4.9% 678 $367K
Kolinsky Wealth Management, LLC 0.26% Reduce -4.8% 677 $367K
Addison Advisors LLC 0.12% Add +8.0% 675 $366K
Cromwell Holdings LLC 0.22% — 673 $365K
Laidlaw Wealth Management LLC 0.20% No change 672 $364K
Grove Bank & Trust 0.06% Reduce -2.3% 671 $364K
Financial Enhancement Group LLC 0.06% Reduce -1.9% 682 $363K
Personal Cfo Solutions, LLC 0.06% Add +4.0% 670 $363K
Bank Pictet & Cie (asia) Ltd. 0.12% No change 669 $363K
Court Place Advisors, LLC 0.11% No change 667 $361K
Venture Visionary Partners LLC 0.02% Reduce -5.1% 665 $361K
Jacobi Capital Management LLC 0.03% Reduce -4.6% 666 $361K
Cypress Wealth Services, LLC 0.08% Add +10.8% 656 $356K
AA Financial Advisors, LLC 0.13% Reduce -4.4% 655 $355K
Indiana Trust & Investment Management Co 0.13% Add +0.1% 653 $354K
Godshalk Welsh Capital Management, Inc. 0.23% No change 650 $352K
Burns Matteson Capital Management, LLC 0.22% New 645 $350K
Diversify Advisory Services, LLC 0.02% Add +1.1% 660 $349K
Family Firm, Inc. 0.08% Add +0.3% 643 $348K
Seven Mile Advisory 0.26% Add +17.0% 640 $347K
Ridgecrest Wealth Partners, LLC 0.21% No change 640 $347K
Dean Investment Associates, LLC 0.05% Reduce -36.6% 640 $347K
Trail Ridge Investment Advisors, LLC 0.18% No change 636 $345K
Quotient Wealth Partners, LLC 0.01% Add +3.9% 635 $344K
Marotta Asset Management 0.07% Reduce -1.5% 640 $342K
Berger Financial Group, Inc 0.03% Add +0.2% 629 $341K
HM Payson & Co. 0.01% Add +0.6% 629 $341K
Addison Capital Co 0.15% No change 628 $340K
Childress Capital Advisors, LLC 0.10% Add +4.2% 625 $339K
Washington Capital Management, Inc. 0.29% No change 625 $339K
Sawgrass Asset Management LLC 0.04% Reduce -23.2% 623 $338K
King Luther Capital Management Corp. 0.00% Add +2.6% 622 $337K
International Assets Investment Management, LLC 0.03% Add +2.5% 622 $337K
Waterloo Capital, L.P. 0.04% Add +2.3% 618 $335K
Canal Capital Management, LLC 0.06% Add +0.3% 616 $334K
DT Investment Partners, LLC 0.03% No change 614 $333K
CYBER HORNET ETFs LLC 0.36% Add +1.3% 613 $332K
Kellett Wealth Advisors, LLC 0.27% No change 613 $332K
Flagship Harbor Advisors, LLC 0.02% Add +22.1% 613 $332K
Cowen and Company, LLC 0.01% New 610 $331K
Gladstone Institutional Advisory LLC 0.02% Reduce -40.7% 607 $329K
Cassady Schiller Wealth Management, LLC 0.13% Reduce -7.6% 607 $329K
Bradley Foster & Sargent Inc. 0.01% Reduce -4.0% 607 $329K
Fiduciary Alliance LLC 0.05% Add +0.3% 613 $329K
Janiczek Wealth Management, LLC 0.07% Add +13.5% 606 $328K
New England Capital Financial Advisors LLC 0.18% Reduce -5.3% 605 $328K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -50.0% 604 $327K
Five Oceans Advisors 0.17% Reduce -24.1% 602 $326K
CVA Family Office, LLC 0.06% Add +4.2% 602 $326K
Owen LaRue, LLC 0.20% Reduce -14.3% 600 $325K
Alta Advisers Ltd 0.16% No change 600 $325K
Catalyst Funds Management Pty Ltd 0.09% New 600 $325K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% No change 600 $325K
Brown Brothers Harriman & Co. 0.00% Reduce -34.2% 600 $325K
Pine Valley Investments Ltd Liability Co 0.02% Add +9.7% 600 $325K
FWG Investments, LLC. 0.33% Add +6.8% 599 $325K
Continuum Advisory, LLC 0.05% Add +11.0% 597 $323K
Prestige Wealth Management Group LLC 0.07% Add +2.2% 596 $323K
First Bancorp, Inc 0.24% No change 593 $321K
Compound Planning, Inc. 0.02% Add +7.9% 590 $320K
Wintrust Investments LLC 0.03% Add +35.5% 588 $319K
Florida Financial Advisors, LLC 0.19% Add +3.9% 588 $319K
Virtue Capital Management, LLC 0.05% Reduce -16.1% 627 $316K
Journey Strategic Wealth LLC 0.01% New 579 $314K
Legacy Capital Group California, Inc. 0.11% Reduce -29.6% 579 $314K
Balentine LLC 0.01% Reduce -69.7% 577 $313K
Quantum Financial Advisors, LLC 0.05% No change 577 $313K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +5.4% 565 $313K
Old Mission Investment Co LLC 0.10% No change 575 $312K
GC Wealth Management RIA, LLC 0.06% Add +2.3% 575 $312K
Crew Capital Management, Ltd 0.25% No change 572 $310K
Caldwell Trust Co 0.03% No change 569 $308K
FSM Wealth Advisors, LLC 0.10% Add +4.4% 568 $308K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +0.3% 566 $307K
Aviso Wealth Management 0.18% Reduce -4.1% 566 $307K
Good Life Advisors, LLC 0.03% Add +3.9% 562 $305K
Bar Harbor Wealth Management 0.02% No change 562 $305K
Kapitalo Investimentos Ltda 0.09% Reduce -38.7% 561 $304K
Alera Investment Advisors, LLC 0.04% New 557 $302K
Veltria Advisors Corp. 0.11% Reduce -14.2% 557 $302K
LJI Wealth Management, LLC 0.07% No change 557 $302K
Marcum Wealth, LLC 0.03% No change 555 $301K
Creative Financial Designs Inc. 0.03% Add +3.0% 554 $300K
KLCM Advisors, Inc. 0.04% No change 551 $299K
Alpha Family Trust 0.17% No change 550 $298K
Sivia Capital Partners, LLC 0.20% Add +9.4% 546 $296K
Annex Advisory Services, LLC 0.01% Add +0.9% 546 $296K
Apollon Financial, LLC 0.10% No change 545 $295K
Strategic Blueprint, LLC 0.02% Add +6.3% 542 $294K
Diligent Investors, LLC 0.07% No change 542 $294K
Relyea Zuckerberg Hanson LLC 0.05% Add +14.2% 539 $292K
AlphaCore Capital LLC 0.07% New 536 $290K
Renaissance Group LLC 0.01% Add +3.3% 536 $290K
Koss-Olinger Consulting, LLC 0.03% New 531 $288K
E&G Advisors, LLC 0.08% Add +23.3% 530 $287K
PAX Financial Group, LLC 0.06% New 529 $287K
Canopy Partners, LLC 0.13% Add +19.7% 528 $286K
Strategic Wealth Investment Group, LLC 0.04% — 532 $285K
Summit Place Financial Advisors, LLC 0.17% No change 525 $284K
Monument Capital Management 0.08% Add +2.1% 524 $284K
AdvisorNet Financial, Inc 0.03% Add +1.0% 523 $283K
Formidable Asset Management, LLC 0.05% Add +6.5% 521 $282K
Kelly Financial Services LLC 0.10% Reduce -9.6% 521 $282K
Williams Jones Wealth Management, LLC. 0.00% Add +1.8% 521 $282K
Alerus Financial NA 0.02% Reduce -1.9% 520 $282K
Capital International Sarl 0.01% New 517 $280K
3Chopt Investment Partners, LLC 0.09% New 516 $280K
First Trust Investment Solutions L.P. 0.04% New 515 $279K
OneAscent Financial Services LLC 0.04% Reduce -23.8% 512 $278K
FDx Advisors, Inc. 0.08% Reduce -17.3% 511 $277K
Founders Financial Alliance, LLC 0.08% Reduce -1.7% 511 $277K
North Star Investment Management Corp. 0.02% Reduce -0.6% 511 $277K
Trust Investment Advisors 0.18% Add +12.6% 509 $276K
Edge Capital Group, LLC 0.01% No change 509 $276K
Rockland Trust Co. 0.01% Add +11.4% 507 $275K
Traveka Wealth, LLC 0.13% Add +0.2% 506 $274K
Chicago Partners Investment Group LLC 0.01% Add +3.0% 510 $273K
Larson Financial Group LLC 0.02% Add +3.5% 503 $273K
Lebenthal Global Advisors, LLC 0.06% Add +0.6% 503 $273K
Mill Creek Capital Advisors, LLC 0.01% Add +7.7% 502 $272K
HRT Financial LP 0.00% New 502 $272K
Cypress Capital Group 0.03% Reduce -5.7% 501 $271K
Resonant Capital Advisors, LLC 0.02% Add +14.4% 501 $271K
Girard Partners LTD. 0.03% Reduce -2.1% 501 $271K
Parkside Financial Bank & Trust 0.04% Add +9.7% 500 $271K
FMA Wealth Management, LLC 0.22% No change 500 $271K
Phillips Financial Management, LLC 0.02% Add +2.7% 497 $269K
Osborne Partners Capital Management, LLC 0.02% No change 497 $269K
WASHINGTON TRUST Co 0.01% Add +0.8% 497 $269K
Mesirow Financial Investment Management, Inc. 0.01% Add +3.6% 493 $268K
Financial Engines Advisors L.L.C. 0.00% Add +19.3% 494 $268K
Harbour Capital Advisors, LLC 0.06% No change 500 $267K
Cable Hill Partners, LLC 0.03% New 491 $266K
TFO Wealth Partners, LLC 0.05% New 486 $264K
Norden Group LLC 0.05% Add +10.7% 485 $263K
Orgel Wealth Management, LLC 0.01% No change 485 $263K
Sage Rhino Capital LLC 0.06% Add +1.7% 482 $261K
Meridian Investment Counsel Inc. 0.08% No change 480 $260K
Covestor Ltd 0.17% Reduce -2.8% 479 $260K
Tobam 0.04% Reduce -67.1% 479 $260K
TCI Wealth Advisors, Inc. 0.02% Add +0.2% 479 $260K
Wealthspire Advisors, LLC 0.00% Reduce -6.3% 478 $259K
1858 Wealth Management, LLC 0.21% Reduce -0.2% 478 $259K
Peachtree Investment Partners, LLC 0.10% Reduce -2.3% 477 $258K
Shulman DeMeo Asset Management LLC 0.07% No change 473 $256K
Vantage Consulting Group Inc 0.19% Reduce -7.9% 465 $252K
Colonial River Investments, LLC 0.14% Reduce -1.1% 465 $252K
Hilltop Holdings Inc. 0.03% Reduce -5.3% 460 $249K
AlTi Global, Inc. 0.01% Reduce -17.3% 460 $249K
Kenora Financial, LLC 0.10% No change 459 $249K
Woodstock Corp. 0.03% Reduce -15.7% 456 $247K
Raleigh Capital Management Inc. 0.10% Add +95.3% 455 $247K
Waterway Wealth Management, LLC 0.12% New 455 $247K
Forte Capital LLC 0.03% New 454 $246K
Essex Bank 0.07% No change 454 $246K
Capital Asset Advisory Services LLC 0.01% New 464 $246K
Advus Financial Partners, LLC 0.07% Add +15.6% 453 $246K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.16% No change 450 $244K
Koshinski Asset Management, Inc. 0.02% New 460 $244K
Fort, L.P. 0.62% New 448 $243K
Aurora Private Wealth, Inc. 0.21% No change 445 $241K
Brass Tax Wealth Management, Inc. 0.05% New 444 $241K
Wetzel Investment Advisors, Inc. 0.14% No change 463 $240K
Kovack Advisors, Inc. 0.03% Reduce -8.7% 443 $240K
JT Stratford LLC 0.04% New 443 $240K
Heritage Financial Services, LLC 0.03% Reduce -5.0% 442 $240K
Weil Company, Inc. 0.09% Reduce -28.0% 442 $240K
Enterprise Bank & Trust Co 0.08% No change 442 $240K
Gemmer Asset Management LLC 0.03% No change 442 $240K
Marks Group Wealth Management, Inc 0.03% No change 442 $240K
Fairhaven Wealth Management, LLC 0.08% Add +0.2% 441 $239K
Accretive Wealth Partners, LLC 0.10% Reduce -0.9% 440 $238K
Equitable Holdings, Inc. 0.00% New 439 $238K
TFB Advisors LLC 0.08% New 437 $237K
Spinnaker Trust 0.02% Reduce -10.8% 437 $237K
Financial Council, LLC 0.13% No change 435 $236K
Avity Investment Management Inc. 0.02% Reduce -10.3% 435 $236K
Park National Corp. 0.01% Add +2.4% 435 $236K
Boston Financial Mangement LLC 0.01% Reduce -6.3% 434 $235K
Forum Private Client Group LLC 0.11% No change 434 $235K
Obsidian Cio, LLC 0.06% Add +1.2% 432 $234K
Nwam LLC 0.07% Reduce -3.4% 431 $234K
Deseret Mutual Benefit Administrators 0.11% No change 431 $234K
Archer Investment Corp 0.07% No change 428 $232K
Convergence Financial, LLC 0.06% New 426 $231K
Main Street Financial Solutions, LLC 0.02% Add +0.7% 426 $231K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.4% 422 $229K
Carret Asset Management, LLC 0.03% No change 420 $228K
Royal Capital Wealth Management, LLC 0.17% Add +0.2% 419 $227K
Commonwealth Retirement Investments LLC 0.10% No change 417 $226K
Hamilton Capital, LLC 0.02% Reduce -48.5% 417 $226K
Werba Rubin Papier Wealth Management 0.06% Add +3.7% 416 $225K
Security Financial Services, INC. 0.05% Add +4.8% 416 $225K
Prairiewood Capital, LLC 0.11% No change 415 $225K
Renasant Bank 0.15% New 413 $224K
Trek Financial, LLC 0.02% Reduce -4.8% 413 $224K
OneAscent Wealth Management LLC 0.12% Reduce -28.4% 412 $223K
Atlas Brown,Inc. 0.08% Add +1.0% 411 $223K
Fosun International Ltd 0.07% No change 410 $222K
Old Port Advisors 0.07% No change 410 $222K
Carson Advisory Inc. 0.16% Reduce -43.6% 408 $221K
Optas, LLC 0.06% New 407 $221K
Balboa Wealth Partners 0.06% New 406 $220K
New Republic Capital, LLC 0.11% New 406 $220K
Ariston Services Group 0.21% No change 406 $220K
Legacy Edge Advisors, LLC 0.04% Reduce -1.0% 404 $219K
SteelPeak Wealth, LLC 0.01% Add +2.0% 402 $218K
German American Bancorp, Inc. 0.03% New 402 $218K
MQS Management LLC 0.13% New 401 $217K
Reston Wealth Management LLC 0.09% Reduce -35.4% 401 $217K
TradeLink Capital LLC 0.63% New 400 $217K
Campbell Wealth Management 0.07% No change 400 $217K
Wallington Asset Management, LLC 0.03% No change 400 $217K
Avalon Trust Co 0.02% No change 400 $217K
CTC Alternative Strategies, Ltd. 0.09% New 399 $216K
Rothschild Wealth LLC 0.07% New 399 $216K
Smith Anglin Financial, LLC 0.02% Reduce -9.3% 399 $216K
Vicus Capital 0.02% Add +0.8% 396 $215K
Bay Rivers Group 0.11% No change 395 $214K
Prairie Wealth Advisors, Inc. 0.11% No change 395 $214K
Bouchey Financial Group, Ltd. 0.02% Add +1.3% 396 $214K
McKinley Carter Wealth Services, Inc. 0.01% No change 393 $213K
Cohen & Steers, Inc. 0.00% Reduce -1.8% 392 $212K
Hibernia Wealth Partners, LLC 0.07% New 391 $211K
Global Assets Advisory, LLC 0.34% Reduce -4.7% 390 $211K
AIMZ Investment Advisors, LLC 0.08% Reduce -3.7% 389 $211K
Kathmere Capital Management, LLC 0.02% New 388 $210K
Hutchens & Kramer Investment Management Group, LLC 0.12% Reduce -12.5% 393 $210K
LexAurum Advisors, LLC 0.05% New 387 $210K
Avantax Planning Partners, Inc. 0.01% Reduce -44.9% 386 $209K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -1.5% 383 $208K
Mather Group, Llc. 0.00% Add +19.8% 400 $207K
Smithfield Trust Co 0.01% No change 383 $207K
Hartford Financial Management Inc. 0.04% No change 380 $206K
Advisor OS, LLC 0.02% New 380 $206K
MBA Advisors LLC 0.10% New 379 $205K
MV Capital Management, Inc. 0.02% Add +3.0% 379 $205K
McNamara Financial Services, Inc. 0.04% New 378 $205K
MJP Associates Inc. 0.04% New 376 $204K
Forza Wealth Management, LLC 0.11% New 376 $204K
Pointe Capital Management LLC 0.13% New 375 $203K
Center for Financial Planning, Inc. 0.03% No change 375 $203K
Fingerlakes Wealth Management, Inc. 0.18% New 375 $203K
Seed Wealth Management, Inc. 0.18% New 374 $203K
Monterey Private Wealth, Inc. 0.08% New 373 $202K
Bahl & Gaynor LLC 0.00% Reduce -6.5% 373 $202K
Shepherd Financial Partners LLC 0.03% New 372 $202K
Independent Wealth Network Inc. 0.09% New 372 $202K
Retirement Planning Group, LLC 0.01% New 371 $201K
Fidelity D & D Bancorp Inc. 0.15% New 371 $201K
Boothbay Fund Management, LLC 0.01% New 371 $201K
Clark Financial Services Group Inc. 0.21% New 371 $201K
Delta Asset Management LLC 0.02% No change 370 $200K
Atticus Wealth Management, LLC 0.06% No change 349 $189K
Private Ocean, LLC 0.02% Add +6.8% 348 $189K
American National Bank & Trust 0.02% Add +8.2% 343 $186K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +1.2% 340 $184K
Oakworth Capital, Inc. 0.01% Add +207.3% 338 $183K
Rational Advisors, Inc. 0.02% New 331 $179K
Kozak & Associates, Inc. 0.04% Add +4.4% 334 $177K
Sugarloaf Wealth Management, LLC 0.03% Add +0.3% 324 $176K
Stuart Chaussee & Associates, Inc. 0.05% No change 317 $172K
Washington Trust Advisors, Inc. 0.02% No change 313 $170K
Heritage Wealth Management, Inc. 0.16% New 313 $170K
Bruce G. Allen Investments, LLC 0.14% Add +17.3% 312 $169K
Hobbs Group Advisors, LLC 0.06% — 304 $165K
Mechanics Financial Corp 0.08% No change 300 $163K
Scarborough Advisors, LLC 0.07% Add +50.0% 300 $163K
Belmont Capital, LLC 0.03% New 300 $163K
Caption Management, LLC 0.02% New 300 $163K
Trust Co. of Vermont 0.01% Add +346.3% 299 $162K
JFS Wealth Advisors, LLC 0.01% Add +6.1% 296 $160K
Great Lakes Retirement, Inc. 0.02% New 293 $159K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% New 288 $156K
Main Street Group, LTD 0.07% Reduce -48.8% 280 $150K
Venturi Wealth Management, LLC 0.01% Add +91.7% 276 $150K
Harvest Fund Management Co., Ltd 0.01% Reduce -27.2% 270 $146K
Colonial Trust Advisors 0.01% Reduce -1.1% 269 $146K
Ashton Thomas Private Wealth, LLC 0.01% New 263 $142K
MCF Advisors LLC 0.01% Add +6.1% 260 $141K
Silvant Capital Management LLC 0.01% No change 257 $139K
West Oak Capital, LLC 0.05% No change 250 $135K
Monetary Management Group Inc. 0.04% No change 250 $135K
Capital Advisors, Ltd. LLC 0.02% Add +0.4% 249 $135K
West Paces Advisors Inc. 0.03% No change 243 $132K
Investors Research Corp 0.03% No change 235 $127K
Evolution Advisers, Inc. 0.07% Reduce -32.6% 236 $127K
Silver Oak Securities, Incorporated 0.02% Add +7.3% 220 $119K
Walleye Capital LLC 0.00% Reduce -95.9% 210 $114K
Accent Capital Management, LLC 0.07% No change 200 $108K
Ancora Advisors LLC 0.00% No change 199 $108K
Zions Bancorporation, N.A. 0.01% Reduce -18.9% 193 $105K
Eagle Bay Advisors LLC 0.06% Reduce -1.6% 191 $104K
Financial Network Wealth Advisors LLC 0.07% New 183 $99K
First Command Advisory Services, Inc. 0.00% No change 180 $98K
AlphaMark Advisors, LLC 0.03% Reduce -14.6% 175 $95K
Hanson & Doremus Investment Management 0.02% No change 176 $95K
Ibex Wealth Advisors 0.01% Reduce -95.0% 174 $94K
Central Bank & Trust Co. 0.01% No change 168 $91K
City State Bank 0.04% Add +13.8% 165 $89K
Stephens Consulting, LLC 0.03% No change 164 $89K
AllSquare Wealth Management LLC 0.05% No change 160 $87K
Mfa Wealth Advisors, LLC 0.02% New 159 $86K
GW&K Investment Management, LLC 0.00% Add +20.8% 157 $85K
Rosenberg Matthew Hamilton 0.03% No change 159 $85K
DiNuzzo Private Wealth, Inc. 0.01% Add +2.0% 154 $83K
Coppell Advisory Solutions LLC 0.01% — 153 $83K
Salomon & Ludwin, LLC 0.01% Reduce -92.0% 151 $82K
Optimum Investment Advisors 0.04% No change 150 $81K
Versant Capital Management, Inc 0.02% Add +105.5% 150 $81K
Coston, McIsaac & Partners 0.03% No change 150 $81K
Western Pacific Wealth Management, LP 0.06% Add +17.4% 142 $77K
Caitlin John, LLC 0.05% Reduce -2.9% 136 $74K
Financial Management Professionals, Inc. 0.01% No change 134 $73K
Quarry LP 0.03% New 134 $73K
Islay Capital Management, LLC 0.05% No change 127 $69K
Missouri Trust & Investment Co 0.03% Reduce -16.7% 125 $68K
First United Bank & Trust 0.03% No change 125 $68K
Rise Advisors, LLC 0.04% Add +0.8% 125 $68K
Johnson Financial Group, Inc. 0.00% Add +3.4% 123 $67K
Riverview Trust Co 0.06% No change 122 $66K
Wiser Advisor Group LLC 0.10% Add +505.0% 121 $65K
Operose Advisors LLC 0.02% No change 118 $64K
ORG Partners LLC 0.01% Add +643.8% 119 $64K
Core Alternative Capital 0.01% No change 115 $62K
Itau Unibanco Holding S.A. 0.00% New 114 $62K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 109 $59K
Tacita Capital Inc 0.04% No change 106 $57K
Orion Capital Management LLC 0.03% No change 105 $57K
IAG Wealth Partners, LLC 0.01% No change 104 $56K
Plante Moran Financial Advisors, LLC 0.01% Add +23.8% 104 $56K
Arcadia Investment Management Corp. 0.01% No change 100 $54K
Bogart Wealth, LLC 0.00% No change 99 $54K
Private Wealth Management Group, LLC 0.02% Add +9.3% 94 $51K
Silicon Valley Capital Partners 0.01% No change 90 $49K
RFP Financial Group LLC 0.02% No change 90 $49K
Tyler-Stone Wealth Management 0.02% No change 88 $48K
Abound Wealth Management 0.02% Reduce -2.3% 86 $46K
Godsey & Gibb, Inc. 0.00% No change 86 $46K
Motco 0.00% No change 85 $46K
Pinnacle Bancorp, Inc. 0.01% No change 79 $43K
Piscataqua Savings Bank 0.04% No change 79 $43K
General Partner, Inc. 0.03% No change 75 $41K
Mascoma Wealth Management LLC 0.01% Reduce -34.8% 75 $41K
Farmers & Merchants Investments Inc. 0.00% No change 75 $41K
Laurel Wealth Advisors LLC 0.01% No change 74 $40K
Carolinas Wealth Consulting LLC 0.01% Reduce -36.0% 71 $38K
Emfo, LLC 0.03% No change 70 $38K
Bank of New Hampshire 0.01% No change 70 $38K
Ogorek Anthony Joseph /NY/ 0.01% No change 68 $36K
Acima Private Wealth, LLC 0.01% No change 66 $36K
Hexagon Capital Partners LLC 0.01% Add +1.6% 65 $35K
FinTrust Capital Advisors, LLC 0.01% Add +47.6% 62 $34K
Ofi Invest Asset Management 0.00% Add +4.8% 66 $33K
Register Financial Advisors LLC 0.02% No change 61 $33K
TD Capital Management LLC 0.00% No change 59 $32K
Tompkins Financial Corp. 0.00% No change 59 $32K
Beaird Harris Wealth Management, LLC 0.00% No change 58 $32K
Boyd Watterson Asset Management LLC 0.01% No change 56 $30K
Field & Main Bank 0.01% No change 55 $30K
Opal Wealth Advisors, LLC 0.01% New 52 $28K
Raffa Wealth Management, LLC 0.01% No change 52 $28K
Bank & Trust Co 0.02% — 50 $27K
DHJJ Financial Advisors, Ltd. 0.01% No change 50 $27K
Bfsg, LLC 0.00% No change 50 $27K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 49 $27K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 48 $26K
Global Financial Private Client, LLC 0.01% No change 46 $25K
Dunhill Financial, LLC 0.02% Add +104.5% 45 $24K
Carmichael Hill & Associates, Inc. 0.01% No change 45 $24K
Hilltop National Bank 0.01% No change 43 $23K
Davis Capital Management 0.02% No change 41 $22K
Valued Wealth Advisors LLC 0.01% Add +11.1% 40 $22K
MidAtlantic Capital Management, Inc. 0.02% No change 40 $22K
Transcendent Capital Group LLC 0.01% No change 40 $22K
Webster Bank, N. A. 0.00% No change 40 $22K
Gradient Investments LLC 0.00% Add +344.4% 40 $22K
Clean Yield Group 0.01% No change 39 $21K
Arrow Financial Corp 0.00% No change 39 $21K
Spotlight Asset Group, Inc. 0.01% No change 38 $21K
Gleason Group, Inc. 0.00% Add +22.6% 38 $21K
Atwood & Palmer Inc. 0.00% No change 37 $20K
Aspire Private Capital, LLC 0.01% Reduce -21.3% 37 $20K
Syntax Research, Inc. 0.02% No change 36 $20K
SIMA Wealth Partners, LLC 0.02% — 36 $20K
Crewe Advisors LLC 0.00% Reduce -55.1% 35 $19K
TCTC Holdings, LLC 0.00% No change 35 $19K
Cherry Tree Wealth Management, LLC 0.00% Add +73.7% 33 $18K
HHM Wealth Advisors, LLC 0.00% Add +6.5% 33 $18K
Armstrong Advisory Group, Inc. 0.00% New 33 $18K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% No change 32 $17K
Aspect Partners, LLC 0.01% No change 31 $17K
Proffitt & Goodson Inc. 0.00% Reduce -24.4% 31 $17K
Tradewinds Capital Management, LLC 0.00% No change 30 $16K
GPS Wealth Strategies Group, LLC 0.00% No change 30 $16K
WR Wealth Planners, LLC 0.00% Add +70.6% 29 $16K
Nemes Rush Group LLC 0.00% No change 29 $16K
Tortoise Investment Management, LLC 0.00% No change 28 $15K
Avion Wealth 0.00% Add +11.5% 29 $15K
Northwest Capital Management Inc 0.01% No change 26 $14K
Sachetta, LLC 0.01% Add +225.0% 26 $14K
PFS Partners, LLC 0.01% No change 25 $14K
CNB Bank 0.01% No change 24 $13K
Fairway Wealth LLC 0.01% New 23 $12K
Chilton Capital Management LLC 0.00% Add +214.3% 22 $12K
Naples Money Management LLC 0.01% Add +5.6% 19 $10K
Lummis Asset Management, LP 0.01% No change 18 $10K
Cornerstone Planning Group LLC 0.00% Add +20.0% 18 $9K
Redmont Wealth Advisors LLC 0.01% No change 16 $9K
Wolff Wiese Magana LLC 0.01% No change 16 $9K
Richardson Financial Services Inc. 0.01% Add +33.3% 16 $9K
Mark Sheptoff Financial Planning, LLC 0.00% No change 16 $9K
Glass Jacobson Investment Advisors llc 0.00% No change 16 $9K
Pineridge Advisors LLC 0.00% Add +166.7% 16 $9K
Stone House Investment Management, LLC 0.00% No change 16 $9K
Trifecta Capital Advisors, LLC 0.00% No change 16 $9K
Beacon Capital Management, LLC 0.00% Add +50.0% 15 $8K
WealthCollab, LLC 0.01% No change 14 $8K
Morton Brown Family Wealth, LLC 0.00% No change 14 $7K
Fortis Group Advisors, LLC 0.00% No change 13 $7K
Frazier Financial Advisors, LLC 0.01% Add +9.1% 12 $7K
Triad Wealth Partners, LLC 0.00% New 12 $7K
ClariVest Asset Management LLC 0.00% Reduce -70.7% 12 $6K
Glen Eagle Advisors, LLC 0.00% Add +175.0% 11 $6K
Planning Capital Management Corp 0.00% No change 11 $6K
Ramirez Asset Management, Inc. 0.00% No change 11 $6K
Jamison Private Wealth Management, Inc. 0.00% No change 10 $6K
New Millennium Group LLC 0.00% New 9 $5K
SOA Wealth Advisors, LLC. 0.00% Reduce -18.2% 9 $5K
Carolina Wealth Advisors, LLC 0.00% No change 9 $5K
EnRich Financial Partners LLC 0.00% New 9 $5K
Albion Financial Group 0.00% No change 9 $5K
ESL Trust Services, LLC 0.00% New 8 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 8 $4K
Financial Connections Group, Inc. 0.00% No change 9 $4K
Laffer Tengler Investments, Inc. 0.00% No change 7 $4K
Fairscale Capital, LLC 0.00% — 7 $4K
Criterion Capital Advisors, LLC 0.00% No change 7 $4K
True Wealth Design, LLC 0.00% No change 7 $4K
Hoey Investments, Inc. 0.00% No change 7 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 7 $4K
Global Wealth Strategies & Associates 0.00% No change 7 $4K
Longfellow Investment Management Co. LLC 0.00% No change 7 $4K
Strategic Financial Concepts, LLC 0.00% New 55,241 $3K
Sunbelt Securities, Inc. 0.00% Reduce -44.4% 5 $3K
TFC Financial Management, Inc. 0.00% No change 5 $3K
Riggs Asset Managment Co. Inc. 0.00% Add +150.0% 5 $3K
JNBA Financial Advisors 0.00% No change 5 $3K
Horizon Financial Services, LLC 0.00% No change 5 $3K
Bay Harbor Wealth Management, LLC 0.00% No change 5 $3K
Cypress Capital, LLC 0.00% New 5 $3K
POM Investment Strategies, LLC 0.00% No change 4 $2K
Ruedi Wealth Management, Inc. 0.00% New 4 $2K
Highline Wealth Partners LLC 0.00% No change 4 $2K
Lynx Investment Advisory 0.00% — 3 $2K
Financial Gravity Asset Management, Inc. 0.00% No change 3 $2K
WestEnd Advisors, LLC 0.00% Reduce -25.0% 3 $2K
Annapolis Financial Services, LLC 0.00% No change 3 $2K
PEAK6 Investments LLC 0.00% Reduce -99.7% 2 $1K
Redwood Wealth Management Group, LLC 0.00% New 2 $1K
Abich Financial Wealth Management LLC 0.00% New 2 $1K
Castleview Partners, LLC 0.00% No change 2 $1K
Rakuten Securities, Inc. 0.00% No change 2 $1K
Balefire, LLC 0.00% Reduce -33.3% 2 $1K
Strengthening Families & Communities, LLC 0.00% New 2 $1K

"% of holder's portfolio" is ELV's weight in each manager's 13F, not the share of Elevance Health Inc. the manager owns.