Enterprise Products PartnersEPD

13F holders, Q1 2024 (March 31)
1,320holders
6famous investors
$29.10avg. 13F price*

At the end of Q1 2024, 1,320 institutions reported holding Enterprise Products Partners (EPD) in their 13F filings. The largest holders were Alps Advisors Inc. ($1.1B), Blackstone Inc. ($686.7M) and Invesco Ltd. ($643.8M). 6 famous investors held it, including Bruce Berkowitz (10.5% of Fairholme Capital Management's portfolio), Leon Cooperman (1.1% of Omega Advisors (Leon Cooperman)'s portfolio) and George Soros (0.2% of Soros Fund Management's portfolio).

Company
Enterprise Products Partners
CUSIP
293792107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions100$72.3M
Exits56$40.3M

Ownership 1,320 holders

Alps Advisors Inc. 7.76% Add +6.2% 37,574,574 $1.1B
Blackstone Inc. 2.97% Add +6.3% 23,533,643 $686.7M
Invesco Ltd. 0.14% Add +17.8% 22,063,615 $643.8M
Morgan Stanley 0.05% Add +16.0% 20,570,589 $600.2M
Goldman Sachs Group Inc. 0.12% Reduce -8.8% 20,250,742 $590.9M
American Century Companies Inc. 0.36% Add +1.4% 19,411,602 $566.4M
Fayez Sarofim & Co 1.53% Add +0.0% 17,642,298 $514.8M
Neuberger Berman Group LLC 0.39% Reduce -1.7% 16,177,351 $472.1M
Energy Income Partners, LLC 9.32% Add +0.9% 15,618,956 $455.8M
Tortoise Capital Advisors, L.L.C. 6.31% Add +6.5% 15,479,999 $451.7M
Clearbridge Investments, LLC 0.29% Reduce -0.6% 12,505,824 $364.9M
FMR LLC 0.02% Reduce -1.6% 11,815,876 $344.8M
UBS Group AG 0.11% Add +16.1% 11,726,911 $342.2M
Kayne Anderson Capital Advisors LP 9.22% Add +2.6% 11,175,161 $326.1M
Bank of America Corp. 0.03% Add +10.3% 10,351,015 $302.0M
BlackRock Inc. 0.01% Reduce -41.6% 9,909,362 $289.2M
CIBC Private Wealth Group LLC 0.56% Reduce -6.0% 9,749,422 $286.3M
Ensign Peak Advisors, Inc 0.49% No change 9,252,060 $270.0M
Mirae Asset Global Investments Co., Ltd. 0.47% Reduce -7.4% 8,474,626 $215.5M
Principal Financial Group Inc. 0.11% Reduce -3.6% 6,439,656 $187.9M
Fairholme Capital Management 10.50% Add +4.4% 5,436,600 $158.6M
Chickasaw Capital Management LLC 7.57% Reduce -2.2% 5,429,687 $158.4M
Berkley W R Corp. 9.27% Add +24.4% 5,089,794 $148.5M
Westwood Holdings Group Inc. 1.15% Add +5.8% 4,956,244 $144.6M
Hamlin Capital Management, LLC 4.25% Reduce -0.1% 4,931,637 $143.9M
Deutsche Bank AG 0.07% Reduce -1.1% 4,824,955 $140.8M
BNP Paribas Financial Markets 0.17% Add +10.3% 4,674,667 $136.4M
Wells Fargo & Company 0.03% Reduce -10.4% 4,432,044 $129.3M
Raymond James & Associates 0.09% Add +0.9% 4,346,314 $126.8M
Brookfield Corp 0.71% Reduce -14.0% 4,117,579 $120.2M
JPMorgan Chase & Co. 0.01% Reduce -42.5% 4,052,841 $118.3M
Thrivent Financial for Lutherans 0.23% Add +6.3% 3,905,601 $114.0M
Paralel Advisors LLC 4.89% No change 3,650,000 $106.5M
Royal Bank of Canada 0.03% Reduce -5.0% 3,573,218 $104.3M
Stifel Financial Corp. 0.11% Add +2.5% 3,436,960 $100.3M
Miller Howard Investments Inc. 3.08% Add +2.2% 3,220,815 $94.0M
HighTower Advisors, LLC 0.15% Reduce -0.3% 3,135,895 $91.5M
Beck Mack & Oliver LLC 1.63% Add +7.7% 2,750,720 $80.3M
Allianz Asset Management GmbH 0.14% Add +314.1% 2,740,855 $80.0M
LPL Financial LLC 0.04% Add +10.8% 2,677,596 $78.1M
Duff & Phelps Investment Management Co. 0.91% Add +3.3% 2,612,842 $76.2M
Longfellow Investment Management Co. LLC 16.64% No change 2,521,428 $73.6M
Raymond James Financial Services Advisors, Inc. 0.10% Add +0.8% 2,416,503 $70.5M
Infrastructure Capital Advisors, LLC 10.55% Add +1.9% 2,265,391 $66.1M
Epoch Investment Partners, Inc. 0.29% Reduce -19.4% 2,247,076 $65.6M
Fractal Investments LLC 11.56% No change 2,181,309 $63.7M
Beach Investment Counsel Inc. 7.50% Add +0.0% 2,307,989 $60.8M
Truist Financial Corp. 0.09% Reduce -0.2% 2,035,982 $59.4M
Eagle Global Advisors LLC 3.27% Add +4.5% 1,985,292 $57.9M
Jennison Associates LLC 0.04% Add +0.3% 1,968,387 $57.4M
Nicholas Company, Inc. 0.88% No change 1,824,480 $53.2M
Progeny 3, Inc. 5.81% Add +1.9% 1,809,994 $52.8M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.37% Add +0.2% 1,770,179 $51.7M
Chicago Partners Investment Group LLC 2.17% Add +4.5% 1,766,997 $51.1M
Nomura Holdings Inc. 0.41% Add +60.1% 1,744,632 $50.9M
First Eagle Investment Management, LLC 0.11% Reduce -22.3% 1,702,224 $49.7M
Americana Partners, LLC 4.13% Add +7.4% 1,694,753 $49.5M
Texas Yale Capital Corp. 2.19% Add +0.2% 1,689,096 $49.3M
U.S. Capital Wealth Advisors, LLC 1.92% Reduce -2.6% 1,687,466 $49.2M
Williams Jones Wealth Management, LLC. 0.62% Reduce -7.1% 1,672,344 $48.8M
Bollard Group LLC 1.34% Add +2.1% 1,523,136 $44.4M
Rockefeller Capital Management L.P. 0.13% Add +1.3% 1,493,004 $43.6M
Reaves W H & Co. Inc. 1.57% Add +1368.4% 1,468,440 $42.8M
Corient Private Wealth LP 0.07% Add +5.2% 1,431,899 $41.8M
Victory Capital Management Inc. 0.04% Add +0.1% 1,399,024 $40.8M
Oxbow Advisors, LLC 5.72% Reduce -0.0% 1,376,342 $40.2M
PNC Financial Services Group, Inc. 0.03% Add +1.1% 1,332,652 $38.9M
Recurrent Investment Advisors LLC 4.12% Add +3.7% 1,216,711 $35.5M
Penn Davis McFarland Inc. 5.49% Add +1.2% 1,211,705 $35.4M
Maryland State Retirement & Pension System 0.70% Add +1.6% 1,243,275 $35.0M
Osaic Holdings, Inc. 0.08% Add +1.2% 1,165,422 $34.0M
ING Groep NV 0.23% Reduce -55.3% 1,163,200 $33.9M
Sei Investments Co. 0.05% Add +1.1% 1,136,614 $33.2M
Tetrad Corp. 6.22% No change 1,100,000 $32.1M
Envestnet Asset Management Inc. 0.01% Add +11.4% 1,089,662 $31.8M
Barclays PLC 0.01% Add +2.8% 1,036,903 $30.3M
Evergreen Capital Management LLC 1.14% Add +0.5% 1,032,905 $30.1M
Commonwealth Equity Services, LLC 0.05% Add +6.4% 1,022,459 $29.8M
RR Advisors, LLC 7.90% Reduce -52.2% 1,021,000 $29.8M
Auto-Owners Insurance Co 0.77% No change 1,000,000 $29.2M
Mariner, LLC 0.06% Add +4.9% 967,523 $28.2M
SailingStone Capital Partners LLC 9.82% Reduce -32.1% 927,238 $27.1M
Omega Advisors (Leon Cooperman) 1.11% No change 916,535 $26.7M
Wealth Enhancement Advisory Services, LLC 0.07% Add +3.3% 910,198 $26.6M
Petrus Trust Company, LTA 2.37% No change 900,004 $26.3M
Cna Financial Corp. 12.77% Add +2.9% 875,000 $25.5M
Fort Sheridan Advisors LLC 4.59% Add +3.7% 835,375 $24.4M
Cetera Investment Advisers 0.06% Add +402.1% 806,279 $23.5M
Bowen Hanes & Co. Inc. 0.67% No change 798,000 $23.3M
B. Riley Wealth Advisors, Inc. 0.63% Add +2.6% 848,449 $23.2M
GP Brinson Investments LLC 9.27% Add +174.0% 743,733 $21.7M
Payden & Rygel Investment Group 1.46% — 732,370 $21.4M
Payden & Rygel 1.46% Add +45.2% 732,370 $21.4M
Citigroup Inc. 0.02% Add +19.3% 730,212 $21.3M
Creative Planning 0.02% Add +4.6% 724,520 $21.1M
Vorpal, LLC 100.00% Add +2.2% 707,864 $20.7M
Janney Montgomery Scott LLC 0.06% Reduce -2.6% 698,336 $20.4M
Beacon Pointe Advisors, LLC 0.23% Reduce -3.6% 695,015 $20.3M
US Bancorp \de 0.03% Reduce -4.0% 689,792 $20.1M
Vident Advisory, LLC 0.42% New 685,949 $20.0M
Glenmede Trust Co. NA 0.10% Add +0.3% 685,545 $20.0M
Kamunting Street Capital Management, L.P. 19.50% Reduce -30.4% 685,373 $20.0M
Walnut Private Equity Partners, LLC 12.64% Add +1.3% 681,000 $19.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.2% 720,728 $19.8M
Tortoise Index Solutions, LLC 3.93% Reduce -15.8% 669,875 $19.5M
Exchange Traded Concepts, LLC 0.51% Reduce -15.6% 669,875 $19.5M
Cutter & CO Brokerage, Inc. 4.68% Add +0.4% 652,524 $19.0M
Capital Investment Advisors, LLC 0.44% Reduce -3.1% 644,656 $18.8M
Nuveen Asset Management, LLC 0.01% Reduce -23.8% 632,971 $18.5M
Inscription Capital, LLC 2.98% Add +96.0% 619,597 $18.1M
M&T Bank Corp 0.06% Reduce -0.2% 609,726 $17.8M
Blair William & Co. 0.05% Reduce -1.5% 586,824 $17.1M
Heronetta Management, L.P. 10.82% Reduce -10.5% 574,048 $16.8M
Sanders Morris Harris LLC 2.94% Add +6126.0% 548,888 $16.0M
Icon Wealth Advisors, LLC 1.48% Add +23.5% 544,921 $15.9M
Marco Investment Management LLC 1.48% Add +3.2% 536,355 $15.7M
MAI Capital Management 0.16% Add +9.6% 536,175 $15.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +1.3% 535,994 $15.6M
Oppenheimer & Co. Inc. 0.26% Add +4.7% 534,153 $15.6M
Private Capital Advisors, Inc. 1.93% Reduce -0.0% 531,563 $15.5M
Investment Management Associates Inc. 5.32% Add +1.9% 527,475 $15.4M
JRM Investment Counsel, LLC 5.38% Add +1.9% 514,972 $15.0M
Gagnon Securities LLC 3.55% Reduce -5.0% 514,237 $15.0M
Captrust Financial Advisors 0.05% Reduce -45.3% 490,432 $14.3M
Tectonic Advisors LLC 1.07% Add +3.5% 481,077 $14.0M
Dividend Assets Capital, LLC 2.92% Reduce -14.2% 474,046 $13.8M
Capital Advisors Inc. 0.29% Add +0.9% 466,244 $13.6M
NorthCrest Asset Manangement, LLC 0.46% Add +1.4% 465,555 $13.6M
Mesirow Financial Investment Management, Inc. 0.30% Add +14.1% 444,955 $13.0M
D.A. Davidson & Co. 0.11% Reduce -1.8% 431,183 $12.6M
Cohen & Steers, Inc. 0.02% Reduce -43.8% 407,326 $11.9M
Catalyst Capital Advisors LLC 0.28% Reduce -3.0% 397,318 $11.6M
Moors & Cabot, Inc. 0.61% Add +1.6% 382,656 $11.2M
Hoylecohen, LLC 0.83% Reduce -0.8% 373,845 $10.9M
Heritage Wealth Advisors 0.50% Add +7.5% 373,216 $10.9M
Gabelli Funds LLC 0.08% No change 370,000 $10.8M
Cohen Capital Management, Inc. 1.90% No change 368,681 $10.8M
AlphaCore Capital LLC 2.85% Reduce -0.5% 366,116 $10.7M
Atria Wealth Solutions, Inc. 0.12% Add +5.1% 362,596 $10.6M
McGowan Group Asset Management, Inc. 1.56% Reduce -0.8% 362,469 $10.6M
Allen Mooney & Barnes Investment Advisors LLC 1.99% Add +0.2% 354,916 $10.4M
Trek Financial, LLC 0.82% Add +0.1% 355,285 $10.4M
Parsons Capital Management Inc. 0.68% Reduce -0.2% 342,880 $10.0M
Gagnon Advisors, LLC 8.61% No change 339,877 $9.9M
DAVENPORT & Co LLC 0.06% Reduce -0.1% 335,752 $9.8M
Sovereign Investment Advisors, LLC 3.35% No change 332,382 $9.7M
Private Advisor Group, LLC 0.07% Add +2.3% 330,597 $9.6M
Kestra Advisory Services, LLC 0.06% Add +309.6% 329,389 $9.6M
Oliver Luxxe Assets LLC 1.98% No change 323,777 $9.4M
Fogel Capital Management, Inc. 5.54% Add +0.2% 335,350 $9.4M
Cerity Partners LLC 0.02% Add +11.5% 322,811 $9.4M
Choate Investment Advisors 0.25% Reduce -10.0% 322,643 $9.4M
WP Advisors, LLC 3.08% Add +2.6% 321,984 $9.4M
First Manhattan Co. Llc. 0.03% Reduce -0.3% 317,478 $9.3M
Morningstar Investment Services LLC 0.10% Reduce -52.9% 316,331 $9.2M
Edgemoor Investment Advisors, Inc. 0.87% Add +2.5% 312,871 $9.1M
Ballast Advisors LLC 3.02% Add +2.7% 306,971 $9.0M
Ameriprise Financial Inc. 0.00% Reduce -0.5% 304,347 $8.9M
Bank of New York Mellon Corp 0.00% Reduce -4.9% 290,990 $8.5M
Northeast Financial Consultants Inc 0.42% Reduce -0.7% 290,927 $8.5M
Cullen Investment Group, LTD. 1.33% Reduce -0.5% 284,724 $8.5M
Connectus Wealth, LLC 0.23% Reduce -1.1% 289,813 $8.5M
Pathstone Holdings, LLC 0.04% Reduce -4.3% 289,458 $8.4M
Delta Investment Management, LLC 1.90% Add +3.2% 286,208 $8.4M
Invenomic Capital Management LP 0.44% New 285,357 $8.3M
Mercer Global Advisors Inc. 0.02% Add +14.3% 283,037 $8.3M
Account Management LLC 8.90% Add +1.4% 282,380 $8.2M
Deroy & Devereaux Private Investment Counsel Inc. 0.49% Add +1.6% 276,960 $8.1M
Advisory Services Network, LLC 0.18% Add +8.9% 274,414 $8.0M
Prospera Financial Services Inc 0.24% Add +7.9% 274,290 $8.0M
Baldwin Wealth Partners LLC 0.60% Reduce -0.1% 271,239 $7.9M
Sheets Smith Wealth Management 0.88% Add +10.2% 269,510 $7.9M
Stephens Inc. 0.12% Reduce -6.2% 269,164 $7.9M
Wexford Capital LP 1.60% No change 268,887 $7.8M
Hennessy Advisors Inc. 0.33% No change 266,400 $7.8M
Insight Folios Inc 3.08% Reduce -4.7% 260,811 $7.6M
Pathway Financial Advisers, LLC 2.74% Reduce -0.2% 260,120 $7.6M
NBW Capital LLC 1.53% Add +2.5% 256,927 $7.5M
American Financial Group Inc. 3.20% No change 255,000 $7.4M
Spirit of America Management Corp. 1.49% Reduce -3.5% 253,886 $7.4M
Renaissance Investment Group LLC 1.69% Reduce -1.1% 252,068 $7.4M
Sound View Wealth Advisors Group, LLC 0.77% Add +0.3% 248,462 $7.3M
Segment Wealth Management, LLC 0.54% Reduce -0.8% 244,795 $7.1M
Adams Asset Advisors, LLC 0.95% No change 244,228 $7.1M
NewEdge Advisors, LLC 0.06% Add +9.3% 244,159 $7.1M
Chilton Capital Management LLC 0.34% Reduce -0.7% 243,796 $7.1M
Steward Partners Investment Advisory, LLC 0.08% Add +12.4% 241,607 $7.1M
King Luther Capital Management Corp. 0.03% Reduce -5.9% 239,148 $7.0M
HSBC Holdings PLC 0.00% Reduce -27.5% 232,453 $6.8M
Rothschild Investment LLC 0.48% Reduce -3.4% 227,096 $6.6M
River Road Asset Management, LLC 0.09% Reduce -43.7% 226,862 $6.6M
Evercore Wealth Management, LLC 0.10% Reduce -8.0% 219,233 $6.4M
Bradley Foster & Sargent Inc. 0.12% Add +0.2% 218,831 $6.4M
Hardman Johnston Global Advisors LLC 0.22% No change 217,844 $6.4M
Nations Financial Group Inc, /Ia/ 0.53% Reduce -0.4% 213,997 $6.2M
HUB Investment Partners, LLC 0.34% Add +1.7% 213,621 $6.2M
Morningstar Investment Management LLC 0.67% No change 212,732 $6.2M
Northern Trust Corp. 0.00% Reduce -4.6% 212,488 $6.2M
Acadian Asset Management LLC 0.02% Add +5.5% 212,550 $6.2M
Loudon Investment Management, LLC 3.55% No change 211,641 $6.2M
Rothschild Capital Partners, LLC 1.79% No change 211,550 $6.2M
Gilman Hill Asset Management, LLC 1.09% Reduce -1.7% 208,411 $6.1M
Clarkston Capital Partners, LLC 0.11% No change 206,600 $6.0M
Adell Harriman & Carpenter Inc. 0.50% Reduce -4.2% 206,486 $6.0M
Salem Investment Counselors Inc. 0.20% Reduce -0.1% 205,591 $6.0M
Silvercrest Asset Management Group LLC 0.04% Add +1.3% 205,140 $6.0M
Jackson Hole Capital Partners, LLC 1.36% Add +6.8% 203,738 $5.9M
Sunbelt Securities, Inc. 0.66% Add +31.5% 201,683 $5.9M
Outfitters Financial LLC 4.80% No change 200,372 $5.8M
Hollow Brook Wealth Management LLC 2.15% Reduce -2.2% 199,612 $5.8M
Baldwin Investment Management, LLC 0.78% Add +0.5% 198,161 $5.8M
Bourgeon Capital Management LLC 1.13% Reduce -0.6% 197,199 $5.8M
Annandale Capital, LLC 1.30% Reduce -0.0% 197,093 $5.8M
Capricorn Fund Managers Ltd 3.45% No change 196,315 $5.7M
Savant Capital, LLC 0.06% Add +1.9% 190,165 $5.5M
Soros Fund Management 0.22% No change 190,000 $5.5M
Knollwood Investment Advisory, LLC 1.00% No change 189,935 $5.5M
Jane Street Group, LLC 0.01% Add +135.0% 187,458 $5.5M
National Philanthropic Trust 0.12% No change 185,384 $5.4M
Linscomb Wealth, Inc. 0.27% Reduce -10.7% 182,962 $5.3M
Moneta Group Investment Advisors LLC 0.09% Add +13.1% 182,475 $5.3M
Sage Advisors, LLC 4.74% Add +4.2% 182,435 $5.3M
Oak Family Advisors, LLC 2.04% Add +1.9% 181,968 $5.3M
Woodmont Investment Counsel LLC 0.44% Reduce -11.2% 180,895 $5.3M
Bard Financial Services, Inc. 0.56% Reduce -0.3% 179,625 $5.2M
Mutual Advisors, LLC 0.17% Reduce -0.6% 179,239 $5.2M
Birch Capital Management, LLC 2.68% Reduce -1.7% 176,996 $5.2M
Brown Advisory Inc. 0.01% Add +0.8% 176,586 $5.2M
Childress Capital Advisors, LLC 1.47% Add +3.1% 173,978 $5.1M
Avantax Advisory Services, Inc. 0.04% Reduce -8.8% 172,875 $5.0M
EP Wealth Advisors, LLC 0.06% Add +28.0% 169,823 $5.0M
Citadel Advisors 0.00% Reduce -73.0% 169,775 $5.0M
ProVise Management Group, LLC 0.43% Reduce -5.6% 169,733 $5.0M
Icon Advisers Inc. 1.09% No change 167,000 $4.9M
Teamwork Financial Advisors, LLC 0.75% Reduce -32.5% 167,739 $4.9M
Ancora Advisors LLC 0.11% Reduce -9.2% 167,313 $4.9M
ArchPoint Investors 2.02% No change 164,856 $4.8M
A. D. Beadell Investment Counsel, Inc. 4.12% Reduce -5.8% 161,635 $4.7M
CFM Wealth Partners LLC 0.94% Add +12.9% 160,250 $4.7M
Pekin Hardy Strauss, Inc. 0.64% Add +5.8% 159,653 $4.7M
Calamos Advisors LLC 0.03% No change 157,890 $4.6M
Ar Asset Management Inc. 1.12% No change 155,810 $4.5M
Fort Washington Investment Advisors Inc. 0.03% Add +10.7% 154,996 $4.5M
Crescent Grove Advisors, LLC 0.47% Add +35.3% 154,984 $4.5M
Raymond James Trust N.A. 0.11% Reduce -16.6% 153,603 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.4% 148,050 $4.3M
Empowered Funds, LLC 0.08% Add +18.9% 147,763 $4.3M
Pin Oak Investment Advisors Inc. 4.12% Reduce -1.4% 146,729 $4.3M
Asset Planning Services Inc. /La/ 2.39% Reduce -4.7% 146,685 $4.3M
Tower Bridge Advisors 0.44% Reduce -24.7% 144,000 $4.2M
HRT Financial LP 0.03% Reduce -51.6% 143,299 $4.2M
Cullen Capital Management, LLC 0.05% Reduce -1.5% 142,326 $4.2M
Shoker Investment Counsel, Inc. 1.45% Reduce -5.7% 138,755 $4.1M
Epacria Capital Partners, LLC 2.97% No change 139,372 $4.1M
Capital Analysts, LLC 0.19% Reduce -5.0% 139,175 $4.1M
GTS Securities LLC 0.11% Add +56.8% 138,622 $4.0M
Tweedy, Browne Co LLC 0.19% No change 136,295 $4.0M
Ziegler Capital Management, LLC 0.15% No change 135,362 $3.9M
Hilton Capital Management, LLC 0.35% No change 133,956 $3.9M
Snowden Capital Advisors LLC 0.12% Add +8.2% 133,295 $3.9M
Vanguard Personalized Indexing Management, LLC 0.08% New 130,497 $3.8M
JFS Wealth Advisors, LLC 0.30% Reduce -0.4% 129,921 $3.8M
GAMCO Investors 0.04% Add +0.2% 129,800 $3.8M
Avenir Corp. 0.32% Add +0.8% 127,618 $3.7M
Argent Trust Co 0.17% Add +6.7% 127,107 $3.7M
ProShare Advisors LLC 0.01% Reduce -8.2% 125,330 $3.7M
Franklin Resources Inc. 0.00% Add +14.4% 125,268 $3.7M
Pinnacle Associates Ltd. 0.06% Reduce -5.6% 125,211 $3.7M
Stratos Wealth Partners, LTD. 0.06% Reduce -1.1% 124,391 $3.6M
Sapient Capital LLC 0.08% No change 124,141 $3.6M
MML Investors Services, LLC 0.01% Add +1.6% 123,613 $3.6M
Montchanin Asset Management, LLC 3.58% — 123,280 $3.6M
BCM Advisors, LLC 0.91% No change 122,984 $3.6M
Independent Advisor Alliance 0.13% Add +6.0% 121,832 $3.6M
First Heartland Consultants, Inc. 0.37% Reduce -3.5% 121,156 $3.5M
Cercano Management LLC 0.10% Add +629.7% 120,021 $3.5M
Institutional & Family Asset Management, LLC 0.56% Add +6.9% 119,899 $3.5M
Steel Grove Capital Advisors, LLC 0.46% Reduce -3.1% 119,254 $3.5M
Kestra Private Wealth Services, LLC 0.08% Reduce -0.7% 116,491 $3.4M
First Trust Advisors LP 0.00% Add +2.3% 115,036 $3.4M
Smithbridge Asset Management Inc. 0.69% Reduce -1.4% 114,970 $3.4M
Moneco Advisors, LLC 0.53% Add +20.3% 114,513 $3.3M
ARS Investment Partners, LLC 0.33% Reduce -1.2% 114,468 $3.3M
Wedbush Securities Inc. 0.12% Add +5.4% 114,245 $3.3M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.42% Reduce -0.3% 114,243 $3.3M
Equitable Holdings, Inc. 0.04% Add +4.4% 113,501 $3.3M
Grand Jean Capital Management Inc. 0.87% Reduce -1.2% 112,829 $3.3M
Keybank National Association 0.01% Add +0.3% 112,704 $3.3M
Integrated Wealth Concepts LLC 0.05% Add +5.8% 111,960 $3.3M
True North Advisors, LLC 0.89% New 110,068 $3.2M
Apollon Wealth Management, LLC 0.10% Add +2.1% 108,805 $3.2M
Blackhill Capital Inc. 0.18% No change 108,704 $3.2M
Exencial Wealth Advisors, LLC 0.12% Add +95.5% 108,611 $3.2M
PFG Investments, LLC 0.19% New 108,605 $3.2M
Waverly Advisors, LLC 0.07% Add +45.6% 108,441 $3.2M
Am Investment Strategies LLC 0.80% Add +2.4% 107,626 $3.1M
Cary Street Partners Investment Advisory LLC 0.13% Add +946.5% 107,454 $3.1M
Cyndeo Wealth Partners, LLC 0.26% Add +43.6% 105,832 $3.1M
HB Wealth Management, LLC 0.04% Reduce -4.0% 105,061 $3.1M
Lavaca Capital LLC 1.84% No change 103,698 $3.0M
StoneX Group Inc. 0.27% Add +11.2% 103,569 $3.0M
Windsor Advisory Group, LLC 8.48% No change 103,213 $3.0M
FLC Capital Advisors 0.76% Reduce -3.0% 102,423 $3.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 101,000 $2.9M
Doliver Advisors, LP 0.83% Reduce -0.5% 100,928 $2.9M
Curi Capital, LLC 0.07% Add +2.4% 100,589 $2.9M
TD Private Client Wealth LLC 0.10% Add +3.9% 100,326 $2.9M
Canal Insurance CO 0.75% No change 100,000 $2.9M
Lincoln National Corp. 0.05% Add +1.1% 99,767 $2.9M
Regions Financial Corp. 0.02% Reduce -6.1% 99,562 $2.9M
SYSTM Wealth Solutions LLC 0.37% Add +39.8% 99,369 $2.9M
Ashford Capital Management Inc. 0.39% Add +50.5% 99,300 $2.9M
Prevail Innovative Wealth Advisors, LLC 1.07% Add +3.8% 98,634 $2.9M
Valeo Financial Advisors, LLC 0.10% Reduce -0.5% 99,052 $2.9M
XML Financial, LLC 0.29% Reduce -15.8% 98,314 $2.9M
Cobblestone Capital Advisors LLC 0.18% Add +0.7% 97,244 $2.8M
Joel Isaacson & Co., LLC 0.16% Reduce -3.1% 97,037 $2.8M
Tufton Capital Management 0.56% Reduce -8.7% 97,004 $2.8M
AlphaQ Advisors LLC 1.70% Add +1.4% 96,937 $2.8M
FourThought Financial Partners, LLC 0.32% Add +3.3% 95,858 $2.8M
Concurrent Investment Advisors, LLC 0.11% Add +1.3% 95,032 $2.8M
Elgethun Capital Management 0.70% Add +5.8% 94,547 $2.8M
Macquarie Group Ltd. 0.00% Reduce -37.9% 93,662 $2.7M
Castleark Management LLC 0.11% No change 93,321 $2.7M
Dynamic Advisor Solutions LLC 0.09% Add +15.4% 92,503 $2.7M
Legacy Advisors, LLC 0.34% Reduce -8.1% 92,195 $2.7M
Tritonpoint Wealth, LLC 0.28% Add +9.7% 111,638 $2.7M
Hilltop Holdings Inc. 0.30% Reduce -0.7% 91,595 $2.7M
Neville Rodie & Shaw Inc. 0.20% Reduce -3.1% 91,553 $2.7M
Independent Financial Group, LLC 0.12% Add +7.7% 91,128 $2.7M
Moody National Bank Trust Division 0.21% Add +2.4% 90,932 $2.7M
Hutner Capital Management Inc. 1.44% No change 90,782 $2.6M
Lido Advisors, LLC 0.02% Reduce -17.9% 89,968 $2.6M
InterOcean Capital Group, LLC 0.06% Add +2.6% 89,622 $2.6M
Osterweis Capital Management Inc. 0.17% Reduce -6.0% 89,280 $2.6M
CoreCap Advisors, LLC 0.14% Add +9.9% 88,133 $2.6M
Howard Financial Services, LTD. 0.44% Add +1.6% 87,675 $2.6M
United Capital Financial Advisors, LLC 0.02% Reduce -20.6% 87,344 $2.5M
Verity & Verity, LLC 0.28% Reduce -3.8% 87,342 $2.5M
Cowa, LLC 1.48% Add +0.0% 85,756 $2.5M
Samalin Investment Counsel, LLC 1.19% Add +5.4% 85,620 $2.5M
Walleye Capital LLC 0.03% No change 83,986 $2.5M
Bokf, NA 0.04% Reduce -46.8% 82,988 $2.4M
Peapack Gladstone Financial Corp. 0.04% Reduce -6.8% 82,692 $2.4M
Pinnacle Holdings, LLC 0.99% No change 82,173 $2.4M
Great Valley Advisor Group, Inc. 0.07% Add +7.7% 82,097 $2.4M
IFG Advisory, LLC 0.18% Add +39.2% 81,297 $2.4M
Virtu Financial LLC 0.18% Add +41.3% 80,179 $2.3M
Foundations Investment Advisors, LLC 0.06% Reduce -6.0% 79,772 $2.3M
Evanson Asset Management, LLC 0.17% Add +16.8% 79,360 $2.3M
Creegan & Nassoura Financial Group, LLC 1.55% No change 79,226 $2.3M
Advisors Asset Management, Inc. 0.04% Reduce -11.2% 78,918 $2.3M
GM Advisory Group, LLC 0.16% Add +17.0% 78,683 $2.3M
Nexpoint Asset Management, L.P. 0.36% No change 78,631 $2.3M
Everett Harris & Co. 0.03% Reduce -2.7% 78,389 $2.3M
Pitcairn Co. 0.15% Add +7.0% 77,693 $2.3M
Cullen/Frost Bankers, Inc. 0.03% No change 77,662 $2.3M
Pacer Advisors, Inc. 0.01% Add +4.7% 77,479 $2.3M
Huntington National Bank 0.02% Add +3.8% 76,177 $2.2M
Intrua Financial, LLC 0.34% Reduce -7.1% 75,655 $2.2M
Horizon Kinetics Asset Management LLC 0.04% Reduce -25.3% 75,647 $2.2M
Chatham Capital Group, Inc. 0.40% Reduce -4.7% 75,041 $2.2M
Granby Capital Management, LLC 1.07% No change 75,000 $2.2M
Natixis 0.01% Add +144.9% 74,872 $2.2M
Blue Trust, Inc. 0.03% Add +2.1% 74,673 $2.2M
Edmp, Inc. 1.81% Add +0.7% 74,510 $2.2M
Atria Investments, Inc 0.03% Reduce -5.7% 74,099 $2.2M
Ameritas Advisory Services, LLC 0.09% Add +500.3% 76,411 $2.2M
Wealthspire Advisors, LLC 0.03% Reduce -26.3% 72,932 $2.1M
Buckingham Strategic Wealth, LLC 0.02% Add +2.3% 72,705 $2.1M
Flagship Harbor Advisors, LLC 0.14% Reduce -1.0% 72,336 $2.1M
Meixler Investment Management, Ltd. 1.58% Add +1.4% 72,175 $2.1M
KKM Financial LLC 1.03% Add +11.4% 72,074 $2.1M
Chiron Capital Management, LLC 1.91% Reduce -3.4% 72,072 $2.1M
SL Advisors, LLC 4.14% No change 72,056 $2.1M
Lindbrook Capital, LLC 0.20% Add +1.1% 71,630 $2.1M
Haverford Trust Co 0.02% Reduce -1.6% 71,238 $2.1M
Belpointe Asset Management LLC 0.16% Add +1.7% 71,155 $2.1M
Charles Schwab Trust Co 0.19% Add +6.7% 69,900 $2.0M
Verity Asset Management, Inc. 1.13% Add +0.5% 69,543 $2.0M
Basso Capital Management, L.P. 1.90% No change 69,077 $2.0M
RS Crum Inc. 0.55% No change 68,703 $2.0M
Bramshill Investments, LLC 0.23% Reduce -13.9% 68,359 $2.0M
Wealthcare Advisory Partners LLC 0.07% Add +511.2% 68,076 $2.0M
Cannell & Spears LLC 0.04% Add +316.2% 67,675 $2.0M
Covenant Asset Management, LLC 0.48% Add +2.1% 67,229 $2.0M
Clarus Group, Inc. 1.35% Reduce -0.7% 66,302 $1.9M
Leavell Investment Management, Inc. 0.11% Reduce -1.8% 65,862 $1.9M
Perigon Wealth Management, LLC 0.06% Reduce -7.1% 65,458 $1.9M
Clear Rock Advisors, LLC 0.83% No change 65,443 $1.9M
Sowell Financial Services LLC 0.09% Add +2.9% 65,375 $1.9M
Level Four Advisory Services, LLC 0.10% Add +41.0% 72,204 $1.9M
Jump Financial, LLC 0.05% Reduce -50.9% 65,100 $1.9M
Chilton Investment Co. Inc. 0.05% No change 64,814 $1.9M
MADDEN SECURITIES Corp 0.87% Add +0.4% 64,573 $1.9M
Optimist Retirement Group LLC 0.97% Add +1.7% 64,460 $1.9M
GraniteShares Advisors LLC 0.99% Add +14.6% 64,262 $1.9M
Orleans Capital Management Corp. 1.23% Reduce -9.3% 64,138 $1.9M
Sheaff Brock Investment Advisors, LLC 0.15% Add +6.6% 63,627 $1.9M
Van Eck Associates Corp. 0.00% Reduce -31.3% 63,327 $1.8M
Oppenheimer Asset Management Inc. 0.03% Reduce -4.6% 63,327 $1.8M
Palisade Capital Management, LP 0.05% Reduce -23.2% 62,042 $1.8M
IHT Wealth Management, LLC 0.07% Add +17.0% 61,207 $1.8M
Smith, Moore & Co. 0.19% Reduce -2.4% 61,110 $1.8M
Tower Research Capital LLC (TRC) 0.04% Add +355.1% 60,987 $1.8M
Bridges Investment Management Inc. 0.06% No change 60,945 $1.8M
United Advisor Group, LLC 0.67% New 60,834 $1.8M
Geode Capital Management, LLC 0.00% Add +1.6% 60,663 $1.8M
C2C Wealth Management, LLC 1.75% No change 60,396 $1.8M
Focus Partners Wealth 0.01% Add +119.4% 60,363 $1.8M
Edge Capital Group, LLC 0.09% Reduce -0.1% 60,339 $1.8M
Pinnacle West Asset Management, Inc. 1.39% Reduce -1.1% 59,807 $1.7M
Voya Financial Advisors, Inc. 0.20% Reduce -4.3% 59,686 $1.7M
Stock Yards Bank & Trust Co. 0.06% Reduce -9.9% 58,994 $1.7M
Avion Wealth 0.46% No change 58,666 $1.7M
ORG Partners LLC 3.25% New 58,230 $1.7M
ELCO Management Co., LLC 1.03% Reduce -3.5% 57,906 $1.7M
Silverberg Bernstein Capital Management LLC 1.64% No change 57,480 $1.7M
Aveo Capital Partners, LLC 0.18% Add +6.2% 59,019 $1.7M
Obermeyer Wealth Partners 0.10% Add +2.6% 56,605 $1.7M
VELA Investment Management, LLC 0.61% Reduce -9.0% 56,502 $1.6M
Quadrant Private Wealth Management, LLC 0.41% Reduce -3.6% 55,921 $1.6M
UMB Bank, n.a. 0.03% Reduce -7.0% 55,829 $1.6M
Vaughan Nelson Investment Management, L.P. 0.01% No change 55,760 $1.6M
Atalanta Sosnoff Capital, LLC 0.04% No change 55,000 $1.6M
Robertson Stephens Wealth Management, LLC 0.09% Add +11.4% 54,912 $1.6M
Sonora Investment Management Group, LLC 0.13% Add +6.6% 54,863 $1.6M
TD Waterhouse Canada Inc. 0.01% Reduce -0.4% 53,327 $1.6M
Avity Investment Management Inc. 0.13% New 54,387 $1.6M
F&V Capital Management, LLC 0.46% No change 53,959 $1.6M
Albert D Mason Inc. 0.97% Add +3.6% 53,656 $1.6M
Quantum Portfolio Management LLC 0.89% New 53,652 $1.6M
Beaumont Financial Advisors, LLC 0.13% No change 53,587 $1.6M
Synovus Financial Corp. 0.02% Add +0.0% 53,575 $1.6M
Meridian Wealth Advisors, LLC 0.29% Reduce -0.7% 52,872 $1.5M
Global Retirement Partners, LLC 0.06% Reduce -3.3% 52,706 $1.5M
Kornitzer Capital Management Inc. 0.03% No change 52,650 $1.5M
Argent Advisors, Inc. 0.61% Add +3.4% 52,605 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.37% Add +14.0% 52,568 $1.5M
Ausdal Financial Partners, Inc. 0.18% Add +10.0% 52,488 $1.5M
Cadence Bank 0.11% Add +0.7% 52,428 $1.5M
Bryn Mawr Trust Advisors, LLC 0.09% No change 52,357 $1.5M
R.H. Dinel Investment Counsel, Inc. 0.98% No change 52,350 $1.5M
Roanoke Asset Management Corp./ NY 0.51% Add +0.1% 52,181 $1.5M
E&G Advisors, LLC 0.48% Add +0.9% 52,104 $1.5M
Cibc World Market Inc. 0.00% Reduce -1.4% 51,315 $1.5M
Lakewood Asset Management LLC 1.01% Add +24.3% 51,167 $1.5M
GFS Advisors, LLC 0.24% No change 50,000 $1.5M
American Assets Investment Management, LLC 0.14% No change 50,000 $1.5M
Red Door Wealth Management, LLC 0.28% Add +7.4% 49,989 $1.5M
OneDigital Investment Advisors LLC 0.02% Add +1.9% 49,842 $1.5M
Rollins Financial Advisors, LLC 0.27% Add +23.7% 49,512 $1.4M
Lee Financial Co 0.24% Add +1.8% 49,340 $1.4M
Transform Wealth, LLC 0.14% No change 49,288 $1.4M
CMG Global Holdings, LLC 0.99% Add +0.0% 49,273 $1.4M
Moseley Investment Management Inc. 0.71% Reduce -3.8% 48,999 $1.4M
Bessemer Group Inc. 0.00% Reduce -24.1% 48,867 $1.4M
J.W. Cole Advisors, Inc. 0.07% Add +10.8% 48,832 $1.4M
Pennsylvania Capital Management Inc. 0.59% Reduce -3.9% 48,645 $1.4M
Schnieders Capital Management LLC 0.29% No change 48,518 $1.4M
Gratus Capital, LLC 0.07% Add +11.5% 48,320 $1.4M
Quantum Private Wealth, LLC 0.52% Add +0.3% 48,281 $1.4M
Patten Group, Inc. 0.35% Add +3.9% 48,082 $1.4M
Wellington Shields & Co., LLC 0.47% Add +0.5% 47,869 $1.4M
Cwm, LLC 0.01% Add +9.9% 47,820 $1.4M
SpiderRock Advisors, LLC 0.05% — 48,418 $1.4M
Fiducient Advisors LLC 0.28% New 47,715 $1.4M
LMCG Investments, LLC 0.08% Add +10.4% 47,572 $1.4M
Parkside Financial Bank & Trust 0.22% Add +58.8% 46,823 $1.4M
McElhenny Sheffield Capital Management, LLC 0.48% Add +0.0% 46,637 $1.4M
Avidian Wealth Enterprises, LLC 0.07% Reduce -14.1% 46,604 $1.4M
Pinnacle Financial Partners Inc 0.03% Reduce -8.7% 46,237 $1.3M
One Charles Private Wealth Services, LLC 0.58% Reduce -2.4% 45,884 $1.3M
Spire Wealth Management 0.02% Reduce -0.2% 45,682 $1.3M
Capital City Trust Co. 0.37% Add +69.5% 45,569 $1.3M
Silver Lake Advisory, LLC 0.32% Add +1.6% 45,471 $1.3M
Capital Investment Advisory Services, LLC 0.14% Add +2.9% 45,070 $1.3M
Round Rock Advisors LLC 0.31% No change 44,800 $1.3M
International Assets Investment Management, LLC 0.14% Reduce -0.8% 44,077 $1.3M
Jamison Private Wealth Management, Inc. 0.22% Add +11.0% 44,005 $1.3M
Country Club Bank 0.09% Reduce -0.7% 43,850 $1.3M
Parkwood LLC 0.13% Add +7.2% 42,903 $1.3M
SeaBridge Investment Advisors LLC 0.33% Reduce -2.5% 42,392 $1.2M
Parallel Advisors, LLC 0.03% Add +5.0% 42,226 $1.2M
Brown Brothers Harriman & Co. 0.01% No change 42,148 $1.2M
Optimum Investment Advisors 0.56% Reduce -1.2% 41,804 $1.2M
Sweet Financial Partners, LLC 0.28% Add +2.1% 41,564 $1.2M
Asset Allocation Strategies LLC 0.43% Add +3.5% 41,429 $1.2M
Grassi Investment Management 0.11% No change 41,200 $1.2M
Objectivity Squared, LLC 1.05% Add +1.9% 41,083 $1.2M
Greenline Partners, LLC 0.19% Add +21.8% 40,884 $1.2M
Bogart Wealth, LLC 0.06% Add +0.7% 40,745 $1.2M
Narwhal Capital Management 0.12% No change 40,600 $1.2M
Pointe Capital Management LLC 0.72% Add +6.0% 40,482 $1.2M
Geneva Partners, LLC 0.52% Reduce -0.6% 40,250 $1.2M
Winmill & Co. Inc. 0.33% No change 40,000 $1.2M
Overbrook Management Corp 0.31% New 39,577 $1.2M
Asset Dedication, LLC 0.09% No change 39,359 $1.1M
Lanark Financial, Inc. 0.11% Reduce -0.2% 39,121 $1.1M
Novak & Powell Financial Services, Inc. 0.85% Add +1.2% 39,027 $1.1M
TCW Group Inc. 0.01% No change 38,924 $1.1M
Magnus Financial Group LLC 0.14% Add +14.4% 38,874 $1.1M
Trinity Legacy Partners, LLC 0.33% Reduce -20.6% 38,870 $1.1M
Levy Wealth Management Group, LLC 0.32% No change 42,903 $1.1M
Veracity Capital LLC 0.44% Add +1.6% 38,461 $1.1M
Wilkinson Global Asset Management LLC 0.07% Reduce -1.3% 37,800 $1.1M
Busey Bank 0.04% Reduce -5.1% 37,294 $1.1M
Sigma Planning Corp 0.03% Add +87.9% 37,053 $1.1M
Anchor Investment Management, LLC 0.11% Add +0.4% 36,840 $1.1M
Stokes Capital Advisors, LLC 0.31% No change 36,778 $1.1M
DF Dent & Co. Inc. 0.01% Reduce -21.0% 36,592 $1.1M
Griffin Asset Management, Inc. 0.13% Reduce -5.4% 36,541 $1.1M
Mosaic Family Wealth Partners, LLC 0.18% Add +1.1% 36,460 $1.1M
Beverly Hills Private Wealth, LLC 0.25% Reduce -0.1% 36,423 $1.1M
Applied Capital LLC 0.86% Add +66.6% 36,401 $1.1M
Financial Management Professionals, Inc. 0.16% Add +1249.9% 36,352 $1.1M
Searle & Co. 0.27% No change 36,288 $1.1M
Mgo One Seven LLC 0.06% Reduce -8.2% 36,257 $1.1M
Perissos Private Wealth Management, LLC 0.96% — 36,195 $1.1M
Waterfront Wealth Inc. 0.29% Reduce -1.4% 36,204 $1.0M
Cascade Financial Partners, LLC 0.15% — 35,809 $1.0M
CW Advisors, LLC 0.02% Reduce -27.3% 35,526 $1.0M
Eaton Financial Holdings Company, LLC 0.54% Add +1.9% 35,401 $1.0M
HM Payson & Co. 0.02% Add +17.8% 35,392 $1.0M
Kovack Advisors, Inc. 0.13% Reduce -12.8% 35,367 $1.0M
Wesbanco Bank Inc. 0.04% Add +84.5% 35,033 $1.0M
Paradigm Asset Management Co. LLC 0.26% No change 34,900 $1.0M
Whitener Capital Management, Inc. 0.33% Reduce -0.2% 34,714 $1.0M
NTV Asset Management LLC 0.15% Reduce -0.6% 34,506 $1.0M
FSM Wealth Advisors, LLC 0.36% Reduce -0.8% 34,363 $1.0M
Chicago Capital, LLC 0.03% No change 34,018 $993K
SteelPeak Wealth, LLC 0.05% New 33,975 $991K
Northern Financial Advisors Inc 0.77% Reduce -0.9% 33,924 $990K
Aull & Monroe Investment Management Corp 0.45% No change 33,831 $987K
Choreo, LLC 0.03% Reduce -22.1% 33,786 $986K
Quadrant Capital Group LLC 0.08% No change 33,346 $973K
Benedetti & Gucer, Inc. 0.48% Reduce -5.2% 33,342 $973K
Rwa Wealth Partners, LLC 0.01% Add +3.4% 33,314 $972K
Stockman Wealth Management, Inc. 0.17% Add +2.8% 33,265 $971K
NorthRock Partners, LLC 0.04% Reduce -2.5% 32,992 $963K
Kingsview Wealth Management, LLC 0.02% Reduce -13.3% 32,912 $960K
Tyche Wealth Partners LLC 0.23% Add +7.8% 32,870 $959K
Welch & Forbes LLC 0.01% Add +29.3% 32,754 $956K
Hartford Financial Management Inc. 0.20% Add +0.3% 32,745 $956K
Park Avenue Securities LLC 0.01% New 32,577 $951K
Valley National Advisers Inc. 0.14% Reduce -1.5% 32,431 $946K
Stablepoint Partners, LLC 0.19% Add +36.6% 32,418 $946K
Associated Banc-Corp 0.03% No change 32,345 $944K
Waters Parkerson & Co., LLC 0.05% No change 31,989 $933K
Frisch Financial Group, Inc. 0.31% No change 31,652 $924K
Financial Counselors Inc. 0.02% Reduce -12.8% 31,348 $915K
CENTRAL TRUST Co 0.02% Add +6.7% 31,257 $912K
Monetary Management Group Inc. 0.25% Add +12.7% 31,160 $909K
Harbour Investments, Inc. 0.03% Add +0.7% 30,852 $900K
Fiduciary Trust Co 0.01% Reduce -5.0% 30,818 $899K
Wedmont Private Capital 0.07% Reduce -0.1% 30,708 $899K
Arete Wealth Advisors, LLC 0.08% Add +40.0% 30,772 $898K
Requisite Capital Management, LLC 0.20% Reduce -22.9% 30,734 $897K
South Street Advisors LLC 0.14% Add +7.2% 30,680 $895K
CFO4Life Group, LLC 0.16% Add +0.4% 30,642 $894K
Wolverine Trading, LLC 0.01% Reduce -26.3% 30,566 $892K
Ami Investment Management Inc. 0.32% Reduce -1.1% 30,526 $891K
Federation des caisses Desjardins du Quebec 0.01% Add +304.2% 30,315 $885K
WealthTrust Axiom LLC 0.28% Add +5.4% 30,208 $881K
Merit Financial Group, LLC 0.02% Reduce -5.5% 31,341 $881K
Hilltop National Bank 0.30% — 30,177 $881K
Galvin, Gaustad & Stein, LLC 0.08% Reduce -1.5% 29,810 $870K
Allen Wealth Management, LLC 0.77% Reduce -15.8% 29,721 $867K
Vista Investment Partners LLC 0.30% No change 29,578 $863K
Forum Financial Management, LP 0.01% Add +52.2% 29,479 $860K
Quad-Cities Investment Group, LLC 0.50% Reduce -3.8% 29,122 $850K
Advisor OS, LLC 0.10% No change 29,106 $849K
Russell Investments Group, Ltd. 0.00% Add +0.6% 28,995 $846K
Csenge Advisory Group 0.05% Add +19.9% 28,946 $845K
Rockwood Wealth Management, LLC 0.11% No change 28,541 $833K
Pasadena Private Wealth, LLC 0.19% Add +11.6% 28,515 $832K
McAdam, LLC 0.05% Reduce -28.8% 28,298 $826K
Rede Wealth, LLC 0.34% Add +0.3% 28,195 $823K
Virtus Advisers, LLC 0.43% Add +31.9% 27,995 $817K
Tiaa Trust, National Association 0.00% Reduce -3.5% 27,927 $815K
WCG Wealth Advisors LLC 0.07% Reduce -16.8% 27,790 $811K
Cresta Advisors, Ltd. 0.51% Add +1.9% 27,771 $810K
Home Federal Bank of Tennessee 0.25% No change 27,610 $806K
Principal Securities, Inc. 0.02% Reduce -9.6% 27,282 $796K
Claro Advisors Inc. 0.14% Reduce -2.9% 27,278 $796K
Fifth Third Bancorp 0.00% Add +8.9% 27,157 $792K
IFP Advisors, Inc 0.03% Add +2.1% 27,148 $792K
Investors Research Corp 0.18% Reduce -7.6% 27,075 $790K
Sage Mountain Advisors LLC 0.08% New 27,017 $788K
Wilbanks Smith & Thomas Asset Management LLC 0.02% No change 26,924 $786K
Daymark Wealth Partners, LLC 0.04% Reduce -1.8% 26,829 $783K
Moloney Securities Asset Management, LLC 0.12% Add +4.0% 26,769 $781K
Ranch Capital Advisors Inc. 0.42% Reduce -4.6% 26,768 $781K
Transcend Capital Advisors, LLC 0.06% Reduce -2.7% 26,753 $781K
Venture Visionary Partners LLC 0.04% Add +26.0% 26,698 $779K
Ellenbecker Investment Group 0.16% Add +1.0% 26,606 $776K
Brookstone Capital Management 0.01% Reduce -0.7% 26,157 $763K
First Financial Bankshares Inc 0.02% Reduce -5.1% 26,042 $760K
Guyasuta Investment Advisors Inc. 0.06% Reduce -2.8% 28,808 $759K
Vernal Point Advisors, LLC 0.65% New 26,000 $759K
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% No change 25,949 $757K
Balentine LLC 0.02% No change 25,880 $755K
Evermay Wealth Management LLC 0.11% Add +47.9% 25,850 $754K
White Pine Investment CO 0.22% Add +29.7% 25,780 $752K
Firestone Capital Management 0.21% No change 25,704 $750K
Brighton Jones LLC 0.03% Add +139.2% 25,699 $750K
Wealth Alliance, LLC 0.10% Reduce -15.2% 25,651 $748K
Heritage Investors Management Corp. 0.03% Reduce -10.8% 25,310 $739K
Mill Creek Capital Advisors, LLC 0.02% Add +4.2% 25,275 $738K
Smart Money Group LLC 0.29% Add +30.3% 26,160 $735K
HBK Sorce Advisory LLC 0.03% Reduce -0.9% 25,119 $733K
RBF Capital, LLC 0.04% No change 25,000 $730K
Almanack Investment Partners, LLC. 0.12% Add +0.8% 24,901 $727K
Muhlenkamp & Co. Inc. 0.21% No change 24,855 $725K
Bank of Montreal 0.00% Add +30.4% 24,801 $725K
Mather Group, Llc. 0.01% Reduce -6.1% 27,238 $718K
Rappaport Reiches Capital Management, LLC 0.22% New 24,569 $717K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.4% 24,422 $713K
Crawford Investment Counsel Inc. 0.01% No change 24,349 $711K
Aspen Grove Capital, LLC 0.20% Add +2.6% 24,334 $710K
Olistico Wealth, LLC 0.51% No change 24,242 $707K
Per Stirling Capital Management, LLC. 0.12% Add +91.6% 24,181 $706K
BBR Partners, LLC 0.06% Add +7.3% 24,150 $705K
KCM Investment Advisors LLC 0.03% Add +0.2% 24,076 $703K
Bison Wealth, LLC 0.11% Add +4.5% 24,041 $702K
HBW Advisory Services LLC 0.13% No change 26,610 $701K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -3.3% 23,990 $700K
Mayflower Financial Advisors, LLC 0.12% Add +14.0% 23,958 $699K
CWA Asset Management Group, LLC 0.04% Add +4.4% 23,958 $699K
Merrion Investment Management Co, LLC 0.50% No change 23,940 $699K
Addis & Hill, Inc 0.59% No change 23,321 $697K
Essex Financial Services, Inc. 0.06% Add +4.7% 23,773 $694K
Sabal Trust CO 0.04% No change 23,559 $687K
O'shaughnessy Asset Management, LLC 0.01% Add +19.1% 23,469 $685K
Callan Capital, LLC 0.06% Add +3.1% 23,386 $682K
Goodman Financial Corp 0.16% New 23,341 $681K
Keystone Financial Group 0.10% Add +36.3% 23,289 $680K
Stratos Wealth Advisors, LLC 0.04% Add +13.2% 23,287 $680K
Leo Wealth, LLC 0.07% Reduce -4.5% 23,214 $678K
Ipswich Investment Management Co., Inc. 0.16% Add +12.1% 23,127 $675K
Ellis Investment Partners, LLC 0.14% Add +0.1% 22,829 $666K
Cornerstone Wealth Management, LLC 0.05% Reduce -10.3% 22,643 $661K
Cascade Investment Advisors, Inc. 0.43% No change 22,626 $660K
Shepherd Kaplan Krochuk, LLC 0.52% No change 22,538 $658K
Patriot Investment Management Group, Inc. 0.05% Add +0.9% 22,486 $656K
RiverGlades Family Offices LLC 0.52% Add +0.0% 22,723 $651K
Gladstone Institutional Advisory LLC 0.04% Add +14.9% 22,214 $648K
Austin Wealth Management, LLC 0.16% Add +196.5% 22,718 $646K
Atlanta Consulting Group Advisors, LLC 0.22% — 22,097 $645K
Ieq Capital, LLC 0.01% Add +0.9% 22,054 $644K
Walter & Keenan Wealth Management LLC /in/ 0.21% No change 22,048 $643K
Gsa Capital Partners LLP 0.05% Add +135.2% 22,030 $643K
Morton Capital Management LLC 0.17% Add +1.1% 22,023 $643K
West Michigan Advisors, LLC 0.21% New 22,021 $643K
Sargent Investment Group, LLC 0.14% Reduce -26.7% 22,005 $642K
Fidelis Capital Partners, LLC 0.10% Add +57.2% 21,978 $641K
Donoghue Forlines LLC 0.18% Reduce -21.6% 21,974 $641K
Private Trust Co. NA 0.07% Add +73.0% 21,949 $640K
Burford Brothers, Inc. 0.42% Add +11.8% 21,903 $639K
Epiq Partners, LLC 0.43% No change 21,860 $638K
Advus Financial Partners, LLC 0.20% No change 21,834 $637K
First Horizon Advisors, Inc. 0.02% Add +1.6% 21,833 $637K
Geneos Wealth Management Inc. 0.03% Reduce -0.2% 21,772 $635K
MTM Investment Management, LLC 0.26% Reduce -4.4% 21,697 $633K
Archer Investment Corp 0.19% No change 21,615 $631K
Pettinga Financial Advisors LLC 0.16% Reduce -1.8% 21,609 $631K
Samjo Management, LLC 0.22% Add +2.4% 21,600 $630K
Turtle Creek Wealth Advisors, LLC 0.15% Add +341.3% 21,580 $630K
Personal Cfo Solutions, LLC 0.10% Add +0.1% 21,562 $629K
Ellsworth Advisors, LLC 0.18% Add +1.9% 21,576 $627K
Bridgewealth Advisory Group, LLC 0.31% No change 21,464 $626K
Fortem Financial Group, LLC 0.27% Add +13.2% 21,417 $625K
Tranquility Partners, LLC 0.24% Add +2.8% 21,296 $621K
Powers Advisory Group, LLC 0.35% Add +0.9% 21,268 $621K
RDA Financial Network 0.21% No change 21,239 $620K
Clifford Swan Investment Counsel LLC 0.02% No change 21,218 $619K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.26% Add +33.6% 21,376 $618K
Susquehanna International Group, LLP 0.00% Reduce -94.1% 21,184 $618K
Financial Advocates Investment Management 0.04% Add +1.0% 21,164 $618K
Charter Research & Investment Group, Inc. 0.49% No change 21,160 $617K
Pegasus Partners Ltd. 0.07% No change 21,123 $616K
Eagle Ridge Investment Management 0.06% No change 21,034 $614K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% Reduce -17.1% 20,950 $611K
AE Wealth Management LLC 0.01% Reduce -94.3% 20,902 $610K
Bleakley Financial Group, LLC 0.02% Reduce -27.9% 20,849 $608K
Simplicity Wealth,LLC 0.01% New 20,849 $608K
Silvia McColl Wealth Management, LLC 0.52% Add +0.2% 20,862 $608K
Beaird Harris Wealth Management, LLC 0.06% No change 20,800 $607K
Brown Miller Wealth Management, LLC 0.27% Add +0.1% 20,785 $607K
Jacobi Capital Management LLC 0.06% Reduce -12.2% 20,731 $605K
Mission Wealth Management, LP 0.02% Add +0.5% 20,690 $604K
PSI Advisors, LLC 0.22% Reduce -0.5% 20,649 $603K
Tradition Wealth Management, LLC 0.06% Add +9.3% 20,522 $599K
Perritt Capital Management Inc 0.32% Add +0.3% 20,488 $598K
American National Bank & Trust 0.08% Add +1005.2% 20,469 $597K
FineMark National Bank & Trust 0.02% Add +4.6% 20,413 $596K
Partners Group Holding AG 0.05% No change 20,358 $594K
Wealthstar Advisors, LLC 0.21% Reduce -1.7% 20,356 $594K
Groesbeck Investment Management Corp. 0.63% New 20,325 $593K
Nwam LLC 0.05% Add +25.1% 20,822 $591K
J.P. Marvel Investment Advisors, LLC 0.10% No change 20,247 $591K
St Germain D J Co. Inc. 0.03% Add +2.5% 20,200 $589K
BSW Wealth Partners 0.10% Add +10.7% 20,188 $589K
Sequoia Financial Advisors, LLC 0.01% Reduce -2.4% 20,131 $587K
Liberty Capital Management, Inc. 0.14% No change 20,054 $585K
Cresset Asset Management, LLC 0.00% Add +21.9% 20,048 $585K
Romano Brothers and Company 0.08% No change 20,008 $584K
State Farm Mutual Automobile Insurance Co. 0.00% No change 20,000 $584K
North Star Investment Management Corp. 0.04% Add +0.3% 19,956 $582K
Davis R M Inc. 0.01% Reduce -9.1% 19,744 $576K
Clearstead Advisors, LLC 0.03% Add +8.7% 19,968 $574K
BIP Wealth, LLC 0.04% Add +1.9% 19,675 $574K
Sfmg, LLC 0.05% Add +2.3% 19,640 $573K
Douglas Lane & Associates, LLC 0.01% Add +27.4% 19,604 $572K
Reynders McVeigh Capital Management, LLC 0.03% No change 19,596 $572K
Sippican Capital Advisors 0.44% No change 19,555 $571K
King Wealth Management Group 0.10% No change 19,526 $570K
Carnegie Investment Counsel 0.02% Reduce -58.9% 19,528 $570K
Chapin Davis, Inc. 0.21% Reduce -1.0% 19,521 $570K
Hyman Charles D 0.03% No change 19,500 $569K
Modus Advisors, LLC 0.21% Add +0.0% 19,451 $568K
Avantax Planning Partners, Inc. 0.02% Add +3.6% 19,444 $567K
TBH Global Asset Management, LLC 0.11% No change 19,438 $567K
LRI Investments, LLC 0.14% — 19,342 $564K
Tactive Advisors, LLC 0.29% Add +12.4% 18,991 $554K
Westover Capital Advisors, LLC 0.16% No change 18,744 $547K
Zega Financial, LLC 0.24% Reduce -20.9% 18,664 $545K
Albion Financial Group 0.04% No change 18,582 $542K
HFG Advisors, Inc. 0.48% No change 18,520 $540K
Redwood Wealth Management Group, LLC 0.57% Reduce -13.3% 18,486 $539K
TCV Trust & Wealth Management, Inc. 0.05% No change 18,450 $538K
Concourse Financial Group Securities, Inc. 0.03% Reduce -10.2% 18,445 $538K
Davis Investment Partners, LLC 0.24% Add +0.4% 18,463 $538K
Fiduciary Group, LLC 0.06% Add +0.0% 18,431 $538K
Hodges Capital Management Inc. 0.03% Reduce -0.5% 18,417 $537K
Steele Capital Management, Inc. 0.03% Add +6.4% 18,347 $535K
Guggenheim Capital LLC 0.00% Add +1.1% 18,288 $534K
Summit Financial, LLC 0.03% New 18,277 $533K
First Hawaiian Bank 0.02% Reduce -48.5% 18,244 $532K
Tocqueville Asset Management L.P. 0.01% Reduce -9.9% 18,187 $531K
Townsend Asset Management Corp. /NC/ 0.21% Add +1.8% 18,184 $531K
Milestone Asset Management, LLC 0.15% New 18,135 $529K
Garrison Bradford & Associates Inc. 0.54% Reduce -9.5% 18,082 $528K
Modera Wealth Management, LLC 0.01% Add +38.1% 18,065 $527K
Tidal Investments LLC 0.01% Reduce -33.7% 18,064 $527K
Rehmann Capital Advisory Group 0.04% Add +7.6% 18,017 $526K
Angeles Wealth Management, LLC 0.05% No change 17,995 $525K
Violich Capital Management, Inc. 0.07% Add +4.8% 17,950 $524K
Callahan Advisors, LLC 0.05% Add +1.3% 17,856 $521K
Schmidt P J Investment Management Inc. 0.10% No change 17,760 $518K
NBT Bank, N.A. 0.04% Reduce -2.4% 17,748 $518K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -11.4% 17,706 $517K
ML & R Wealth Management LLC 0.12% New 17,704 $517K
Crestwood Advisors Group, LLC 0.01% No change 17,699 $516K
Canton Hathaway, LLC 0.14% No change 17,600 $514K
Advisors Management Group Inc. 0.13% Reduce -1.8% 17,625 $514K
Strategic Financial Concepts, LLC 0.12% New 17,608 $514K
Executive Wealth Management, LLC 0.04% Add +1.5% 17,480 $513K
Kingswood Wealth Advisors, LLC 0.06% New 17,466 $510K
Florida Trust Wealth Management Co 0.02% Add +5.0% 17,464 $510K
United Asset Strategies, Inc. 0.05% Reduce -24.7% 17,445 $509K
WR Wealth Planners, LLC 0.16% No change 17,400 $508K
Walker Asset Management, LLC 0.33% Add +1.9% 17,348 $506K
SeaCrest Wealth Management, LLC 0.06% Reduce -30.6% 17,199 $502K
Patten & Patten Inc. 0.04% Reduce -8.1% 17,191 $502K
Good Life Advisors, LLC 0.04% Reduce -1.6% 17,109 $499K
Salvus Wealth Management, LLC 0.34% Add +0.0% 17,047 $497K
Marcum Wealth, LLC 0.05% Reduce -3.0% 17,020 $497K
Alliancebernstein L.P. 0.00% New 16,991 $496K
Millennium Capital Advisors, LLC 0.35% Add +0.7% 16,945 $494K
Weinberger Asset Management, Inc 0.24% Reduce -7.5% 16,900 $493K
Integrated Advisors Network LLC 0.03% Reduce -1.1% 16,895 $493K
Clayton Financial Group LLC 0.22% No change 16,877 $492K
Addison Capital Co 0.24% Reduce -2.4% 16,835 $491K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -7.1% 16,825 $491K
Cedar Wealth Management, LLC 0.16% Add +17.8% 16,789 $490K
Jaffetilchin Investment Partners, LLC 0.04% Add +8.8% 16,749 $489K
Van Cleef Asset Management,Inc 0.06% No change 16,748 $489K
Atlas Brown,Inc. 0.18% No change 16,690 $487K
Collaborative Wealth Managment Inc. 0.24% No change 16,632 $485K
Delta Asset Management LLC 0.04% No change 16,627 $485K
Smithfield Trust Co 0.03% No change 16,520 $481K
Register Financial Advisors LLC 0.25% Reduce -4.9% 16,478 $481K
SVB Wealth LLC 0.01% Reduce -0.9% 16,350 $477K
Heirloom Wealth Management 0.16% No change 16,319 $476K
New Vernon Investment Management LLC 0.40% No change 16,271 $475K
Plan Group Financial, LLC 0.31% Add +47.8% 16,229 $474K
Fairman Group, LLC 0.45% No change 16,155 $471K
Lewis Asset Management, LLC 0.39% No change 16,075 $469K
Allworth Financial LP 0.00% Add +33.8% 15,979 $466K
Oder Investment Management, LLC 0.43% Reduce -2.9% 15,975 $466K
Fortitude Family Office, LLC 0.31% Add +0.2% 15,927 $465K
Empirical Asset Management, LLC 0.22% Reduce -0.7% 15,907 $464K
Valued Retirements, Inc. 0.74% No change 15,890 $464K
Leading Edge Financial Planning LLC 0.20% Add +1.3% 15,813 $461K
Calydon Capital 0.09% No change 15,886 $461K
Saxon Interests, Inc. 0.22% Reduce -0.9% 15,762 $460K
Shufro Rose & Co. LLC 0.04% Add +0.6% 15,750 $460K
Stokes Family Office, LLC 0.06% No change 15,740 $459K
Oak Harvest Investment Services 0.08% Reduce -5.8% 15,680 $458K
Private Ocean, LLC 0.05% Add +164.8% 15,609 $455K
CreativeOne Wealth, LLC 0.02% Reduce -3.6% 15,585 $455K
Insight Advisors, LLC/ PA 0.09% Reduce -0.6% 15,555 $454K
Howe & Rusling Inc. 0.04% Reduce -3.1% 15,546 $454K
Whittier Trust Co. 0.01% Reduce -17.1% 15,524 $453K
Summa Corp. 0.25% No change 15,500 $452K
Chesley Taft & Associates LLC 0.02% Reduce -83.6% 15,500 $452K
Finer Wealth Management, Inc. 0.30% Reduce -29.1% 15,461 $451K
Detalus Advisors, LLC 0.16% New 15,345 $448K
World Investment Advisors 0.06% Add +0.6% 15,317 $447K
Palumbo Wealth Management LLC 0.20% No change 15,306 $447K
Arvest Trust Co. N A 0.03% Reduce -0.0% 15,282 $446K
Port Capital LLC 0.02% No change 15,250 $445K
White Pine Capital LLC 0.17% Add +15.5% 15,840 $445K
Colonial River Investments, LLC 0.25% No change 15,241 $445K
Dearborn Partners LLC 0.02% Reduce -6.2% 15,241 $445K
Citizens National Bank Trust Department 0.10% Reduce -22.3% 15,170 $443K
SignalPoint Asset Management, LLC 0.12% Add +1.2% 15,159 $442K
Whalerock Point Partners, LLC 0.12% Reduce -2.6% 15,148 $442K
FAS Wealth Partners, Inc. 0.04% Reduce -0.6% 15,131 $442K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +41.9% 15,125 $441K
Woodward Diversified Capital, LLC 0.27% No change 15,100 $441K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 15,070 $440K
Adalta Capital Management LLC 0.24% Add +3.3% 15,050 $439K
ICA Group Wealth Management, LLC 0.09% Reduce -4.3% 15,045 $439K
Alpha Cubed Investments, LLC 0.02% Add +11.3% 14,994 $438K
Old North State Wealth Management, LLC 0.29% Add +1.9% 14,977 $437K
Ingalls & Snyder LLC 0.02% Add +1.2% 14,973 $437K
Diamant Asset Management, Inc. 0.30% No change 14,870 $434K
Gould Asset Management LLC 0.10% Add +1.9% 14,789 $432K
ORBA Wealth Advisors, L.L.C. 0.24% Add +3.3% 14,730 $430K
Cornerstone Advisory, LLC 0.06% Add +32.8% 14,727 $430K
Fortitude Advisory Group L.L.C. 0.24% Add +33.9% 14,725 $430K
Zazove Associates LLC 0.67% No change 14,710 $429K
Aviance Capital Partners, LLC 0.06% Add +51.7% 14,675 $428K
Wealth Alliance Advisory Group, LLC 0.10% Reduce -6.5% 14,557 $425K
Advisors Capital Management, LLC 0.01% Reduce -6.7% 14,538 $424K
Allen Capital Group, LLC 0.06% Add +1.9% 14,524 $424K
Realta Investment Advisors 0.09% Reduce -8.6% 14,518 $424K
Fisher Asset Management 0.00% Add +35.6% 14,517 $424K
Harbor Investment Advisory, LLC 0.04% Add +1.4% 14,505 $423K
Steward Partners Investment Solutions, LLC 0.07% Add +3.0% 14,465 $422K
Lake Street Advisors Group, LLC 0.02% Add +5.6% 14,431 $421K
Capasso Planning Partners LLC 0.17% No change 14,358 $419K
American Institute for Advanced Investment Management, LLP 0.33% Add +20.7% 14,280 $417K
Matrix Private Capital Group LLC 0.28% No change 14,258 $416K
Castleview Partners, LLC 0.23% Add +1.3% 14,187 $414K
Cornell Pochily Investment Advisors, Inc. 0.16% Add +0.1% 14,167 $413K
Douglass Winthrop Advisors, LLC 0.01% Add +4.4% 14,156 $413K
PFG Advisors 0.03% Reduce -47.2% 14,131 $412K
Waterloo Capital, L.P. 0.05% Add +6.3% 14,059 $410K
Two Sigma Securities, LLC 0.02% Add +19.9% 14,039 $410K
World Equity Group, Inc. 0.08% Add +10.8% 13,964 $407K
Next Level Private LLC 0.19% Add +1.8% 13,956 $407K
Estabrook Capital Management 0.06% No change 13,890 $405K
Cypress Capital Management LLC (WY) 0.44% No change 13,875 $405K
MSH Capital Advisors LLC 0.14% Add +0.2% 13,870 $405K
Prairie Sky Financial Group LLC 0.24% No change 13,844 $404K
Hartline Investment Corp./ 0.07% New 13,787 $402K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Add +32.5% 13,787 $402K
Schear Investment Advisers, LLC 0.32% Reduce -1.2% 13,751 $401K
Townsquare Capital LLC 0.01% Add +23.3% 13,700 $400K
WMS Partners, LLC 0.03% No change 13,655 $398K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -40.1% 13,653 $398K
Nicolet Advisory Services, LLC 0.04% Add +2.3% 13,608 $398K
Quent Capital, LLC 0.05% Add +613.8% 13,534 $395K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +0.7% 13,526 $395K
Members Trust Co 0.01% Reduce -13.9% 13,475 $393K
Highlander Partners, L.P. 0.27% New 14,000 $393K
Clare Market Investments LLC 0.12% Reduce -2.5% 13,410 $391K
Capital Advisory Group Advisory Services, LLC 0.18% Reduce -1.9% 13,351 $390K
Grandview Asset Management LLC 0.18% Add +3.7% 13,340 $389K
Diversified Trust Co. 0.01% Reduce -8.3% 13,301 $388K
NorthCoast Asset Management LLC 0.00% Reduce -89.1% 13,283 $388K
Bank of New Hampshire 0.10% No change 13,223 $386K
Visionary Wealth Advisors 0.03% Add +1.1% 13,197 $385K
SageView Advisory Group, LLC 0.02% Reduce -29.7% 13,125 $383K
Verus Capital Partners, LLC 0.04% Reduce -2.7% 13,057 $381K
Hudson Value Partners, LLC 0.16% Reduce -17.2% 13,024 $380K
Resonant Capital Advisors, LLC 0.03% No change 13,000 $379K
Banco Santander, S.A. 0.00% Reduce -75.6% 12,998 $379K
Kingfisher Capital LLC 0.09% No change 13,000 $379K
Patron Partners, LLC 0.23% Add +51.3% 12,976 $379K
Bristlecone Advisors, LLC 0.03% No change 12,976 $379K
Duncker Streett & Co. Inc. 0.07% No change 12,960 $378K
NewEdge Wealth, LLC 0.01% Reduce -2.5% 13,431 $377K
Naples Global Advisors, LLC 0.04% No change 12,909 $377K
Jeppson Wealth Management, LLC 0.15% Add +0.4% 12,901 $376K
Kessler Investment Group, LLC 0.23% Add +86.7% 12,871 $376K
Welch Group, LLC 0.02% Add +25.8% 12,863 $375K
1620 Investment Advisors, Inc. 0.38% Reduce -0.4% 12,858 $375K
Wambolt & Associates, LLC 0.11% Reduce -25.7% 12,739 $374K
Pflug Koory, LLC 0.03% No change 12,796 $373K
Sandy Spring Bank 0.02% No change 12,777 $373K
Royal Harbor Partners, LLC 0.16% No change 12,686 $370K
SkyOak Wealth, LLC 0.09% No change 12,678 $370K
Operose Advisors LLC 0.13% No change 12,676 $370K
Certified Advisory Corp 0.05% Add +7.1% 12,582 $367K
WASHINGTON TRUST Co 0.01% Reduce -0.4% 12,534 $366K
Heritage Trust Co 0.05% Reduce -38.6% 12,521 $365K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.16% No change 12,512 $365K
Founders Financial Alliance, LLC 0.11% Reduce -2.1% 12,489 $364K
Norman Fields, Gottscho Capital Management, LLC 0.14% Reduce -15.0% 12,490 $364K
Silverlake Wealth Management LLC 0.18% Reduce -2.4% 12,459 $364K
Burney Co./ 0.01% Reduce -0.3% 12,440 $363K
Toth Financial Advisory Corp. 0.05% Add +0.5% 12,357 $361K
Summit Asset Management, LLC 0.04% Reduce -0.8% 12,347 $360K
Outlook Wealth Advisors, LLC 0.11% No change 12,296 $359K
Austin Private Wealth, LLC 0.04% No change 12,000 $359K
Arax Advisory Partners 0.04% Reduce -2.4% 12,227 $357K
Legacy Financial Group, Inc. 0.14% No change 12,190 $356K
Insigneo Advisory Services, LLC 0.04% Add +7.6% 12,182 $355K
Natixis Advisors, LLC 0.00% Add +1.9% 12,161 $355K
Hancock Whitney Corp. 0.01% Reduce -25.9% 12,144 $354K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -8.0% 12,049 $352K
Sequent Asset Management, LLC 0.19% Reduce -7.6% 12,018 $351K
Diversify Advisory Services, LLC 0.02% — 11,929 $350K
AllSquare Wealth Management LLC 0.21% No change 12,000 $350K
Private Harbour Investment Management & Counsel, LLC 0.38% No change 11,975 $349K
Avior Wealth Management, LLC 0.02% Add +9.7% 11,909 $348K
Hara Capital LLC 0.21% Reduce -2.1% 11,874 $346K
Plante Moran Financial Advisors, LLC 0.04% No change 11,798 $344K
Arbor Trust Wealth Advisors, LLC 0.19% No change 11,730 $342K
Fulcrum Capital LLC 0.08% No change 11,703 $341K
Arkfeld Wealth Strategies, L.L.C. 0.19% Add +1.2% 11,679 $340K
Formidable Asset Management, LLC 0.05% New 11,548 $337K
Thompson Investment Management, Inc. 0.05% No change 11,527 $336K
Walled Lake Planning & Wealth Management, LLC 0.14% No change 11,521 $336K
Apollon Financial, LLC 0.12% Reduce -4.2% 11,500 $336K
MV Capital Management, Inc. 0.04% Reduce -7.0% 11,492 $335K
Keudell/Morrison Wealth Management 0.10% Reduce -16.5% 11,473 $335K
Magnolia Capital Management Ltd. 0.28% No change 11,300 $330K
Meridian Wealth Management, LLC 0.05% Add +2.7% 11,289 $329K
Prio Wealth Limited Partnership 0.01% Add +7.2% 11,224 $328K
Phillips Wealth Planners LLC 0.38% Add +3.7% 11,541 $327K
Stanley-Laman Group, Ltd. 0.04% No change 11,204 $327K
Cypress Capital Group 0.04% Reduce -34.5% 11,178 $326K
Arcadia Investment Management Corp. 0.06% No change 11,141 $325K
Abbrea Capital, LLC 0.04% New 11,138 $325K
Larson Financial Group LLC 0.02% Add +7.2% 11,045 $322K
Mb, Levis & Associates, LLC 0.17% Add +12.1% 11,036 $322K
Sovereign Financial Group, Inc. 0.09% Add +15.1% 10,986 $321K
Beacon Financial Group 0.04% Add +0.1% 10,931 $319K
Founders Capital Management 0.22% No change 10,919 $319K
CVA Family Office, LLC 0.06% Add +0.1% 10,856 $317K
Crumly & Associates Inc. 0.08% No change 10,822 $316K
Security National Bank of Sioux City Iowa 0.22% No change 10,814 $316K
Abel Hall, LLC 0.24% No change 10,809 $315K
Starfox Financial Services, LLC 0.27% Reduce -1.5% 11,052 $315K
Consilium Wealth Advisory, LLC 0.18% No change 10,730 $313K
Wealth Effects LLC 0.12% No change 10,700 $312K
Conning Inc. 0.01% No change 10,640 $310K
Cardiff Park Advisors, LLC 0.03% New 10,568 $308K
Bull Street Advisors, LLC 0.15% No change 10,551 $308K
Kelleher Financial Advisors 0.13% New 10,553 $308K
Lantern Wealth Advisors, LLC 0.22% No change 10,547 $308K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +2.8% 10,543 $308K
Pinnacle Wealth Management Advisory Group, LLC 0.03% New 10,531 $307K
Continuum Advisory, LLC 0.05% Reduce -46.3% 10,728 $307K
Trustmark Bank Trust Department 0.03% No change 10,500 $306K
Checchi Capital Advisers, LLC 0.02% No change 10,500 $306K
Arkos Global Advisors 0.05% Add +4.0% 10,460 $305K
MKT Advisors LLC 0.17% No change 10,435 $304K
Chase Investment Counsel Corp. 0.11% No change 10,423 $304K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -21.4% 10,406 $304K
MCF Advisors LLC 0.02% No change 10,308 $301K
Channel Wealth LLC 0.12% No change 10,284 $300K
Wealth Advisors of Iowa, LLC 0.18% Add +0.0% 10,279 $300K
Howland Capital Management LLC 0.01% Reduce -4.7% 10,250 $299K
Whittier Trust Co. of Nevada Inc. 0.01% Add +60.8% 10,227 $298K
Stonegate Investment Group, LLC 0.01% Add +0.4% 10,222 $298K
KPP Advisory Services LLC 0.08% New 10,221 $298K
Copperwynd Financial, LLC 0.11% No change 10,210 $298K
Sound Income Strategies, LLC 0.02% Reduce -54.3% 10,154 $296K
Granite Group Advisors, LLC 0.20% Add +5.3% 10,075 $294K
Imprint Wealth LLC 0.07% New 9,972 $293K
LexAurum Advisors, LLC 0.07% Add +0.2% 10,023 $292K
Clarity Financial LLC 0.05% Add +0.8% 10,019 $292K
Hyperion Capital Advisors LP 0.14% No change 10,000 $292K
Belmont Capital, LLC 0.08% No change 10,000 $292K
BancFirst Trust & Investment Management 0.14% No change 9,930 $290K
Sittner & Nelson, LLC 0.15% No change 9,904 $289K
Middleton & Co. Inc. 0.03% Add +4.0% 9,872 $288K
Delta Financial Group, Inc. 0.08% Add +1.7% 9,856 $288K
RFG Advisory, LLC 0.01% Reduce -12.7% 9,841 $287K
Dechtman Wealth Management, LLC 0.07% Add +1.9% 9,811 $286K
Mattern Capital Management, LLC 0.04% No change 9,800 $286K
Full Sail Capital, LLC 0.02% No change 9,740 $284K
SOA Wealth Advisors, LLC. 0.06% Add +0.5% 9,736 $284K
Summit Trail Advisors, LLC 0.01% No change 9,706 $283K
FirstPurpose Wealth LLC 0.10% Reduce -0.1% 9,712 $283K
Sandbox Financial Partners, LLC 0.12% Reduce -0.1% 9,685 $283K
Lion Street Advisors, LLC 0.11% No change 10,605 $279K
Novare Capital Management LLC 0.03% No change 9,550 $279K
Quadcap Wealth Management, LLC 0.06% Reduce -30.3% 9,547 $279K
Patrick M Sweeney & Associates, Inc. 0.23% Add +6.1% 9,542 $278K
Farmers & Merchants Investments Inc. 0.01% No change 9,535 $278K
Southland Equity Partners LLC 0.08% Add +1.9% 9,472 $276K
TrinityPoint Wealth, LLC 0.05% Add +0.2% 9,429 $275K
Omnia Family Wealth, LLC 0.13% No change 9,384 $274K
Strategic Wealth Partners, Ltd. 0.03% No change 9,378 $274K
Axxcess Wealth Management, LLC 0.01% Reduce -58.1% 9,300 $271K
EverSource Wealth Advisors, LLC 0.02% Add +18.5% 9,655 $271K
Cassaday & Co Wealth Management LLC 0.01% New 9,272 $271K
GYL Financial Synergies, LLC 0.02% Reduce -27.2% 9,250 $270K
Coldstream Capital Management Inc. 0.01% No change 9,230 $269K
Baker Avenue Asset Management, LP 0.01% Reduce -32.5% 9,225 $269K
Summitry LLC 0.01% No change 9,110 $266K
Clearstead Trust, LLC 0.07% No change 9,102 $266K
Emergent Wealth Advisors, LLC 0.23% Reduce -14.2% 9,100 $266K
Central Valley Advisors, LLC 0.14% No change 9,011 $263K
QRG Capital Management, Inc. 0.00% Add +8.1% 9,007 $263K
Sterneck Capital Management, LLC 0.16% No change 9,000 $263K
Physician Wealth Advisors, Inc. 0.06% No change 9,267 $263K
Old North State Trust, LLC 0.22% — 8,955 $261K
Kirtland Hills Capital Management, LLC 0.22% — 9,162 $260K
Verdence Capital Advisors LLC 0.02% New 8,864 $259K
Wolff Financial Management LLC 0.08% No change 8,834 $258K
Souders Financial Advisors 0.04% Add +0.8% 8,836 $258K
Proficio Capital Partners LLC 0.03% No change 8,820 $257K
Capstone Financial Advisors, Inc. 0.02% Reduce -0.0% 8,809 $257K
Harmony Asset Management LLC 0.11% Reduce -2.8% 8,748 $255K
Goepper Burkhardt LLC 0.12% No change 8,850 $255K
Mattern Wealth Management LLC 0.06% Add +0.1% 8,734 $255K
Capital Advisors, Ltd. LLC 0.03% Reduce -3.1% 8,669 $253K
Valmark Advisers, Inc. 0.00% Add +8.8% 8,666 $253K
WFA Asset Management Corp 0.13% Add +0.2% 8,660 $253K
Glassy Mountain Advisors, Inc. 0.10% Reduce -7.0% 8,650 $252K
Freestone Capital Holdings, LLC 0.01% New 8,642 $252K
Blue Fin Capital, Inc. 0.06% No change 8,632 $252K
AlphaStar Capital Management, LLC 0.03% New 8,624 $252K
Pavion Blue Capital, LLC 0.12% Reduce -6.6% 8,616 $251K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% New 8,603 $251K
WPWealth LLP 0.06% Reduce -0.8% 8,591 $251K
Strategic Blueprint, LLC 0.02% Reduce -29.6% 8,540 $249K
NFSG Corp 0.11% Reduce -15.8% 8,537 $249K
Caldwell Sutter Capital, Inc. 0.12% Reduce -3.8% 8,519 $249K
Shikiar Asset Management Inc. 0.08% No change 8,500 $248K
Buffington Mohr McNeal 0.04% Add +0.1% 8,494 $248K
Sax Wealth Advisors, LLC 0.03% New 8,458 $247K
Coastline Trust Co 0.03% No change 8,450 $247K
Principle Wealth Partners LLC 0.02% Reduce -11.4% 8,416 $246K
Charter Oak Capital Management, LLC 0.03% New 8,415 $246K
FinTrust Capital Advisors, LLC 0.05% No change 8,398 $245K
New Republic Capital, LLC 0.16% No change 8,384 $245K
First City Capital Management, Inc. 0.14% New 8,382 $245K
Phillips Financial Management, LLC 0.02% New 8,380 $245K
YHB Investment Advisors, Inc. 0.02% Reduce -4.6% 8,374 $244K
Sendero Wealth Management, LLC 0.04% No change 8,368 $244K
Aire Advisors, LLC 0.05% New 8,329 $243K
Leisure Capital Management 0.12% No change 8,315 $243K
Enterprise Financial Services Corp 0.15% Reduce -6.9% 8,302 $242K
Carmichael Hill & Associates, Inc. 0.10% No change 8,284 $242K
Eight 31 Financial, LLC 0.15% No change 8,260 $241K
S.A. Mason LLC 0.14% No change 8,257 $241K
Western Wealth Management, LLC 0.02% Reduce -56.0% 8,208 $240K
Wealth Management Associates, Inc. 0.11% New 8,257 $239K
ARK & TLK Investments, LLC 0.09% No change 8,195 $239K
Seven Mile Advisory 0.18% No change 8,183 $239K
Clear Creek Financial Management, LLC 0.03% Add +4.2% 8,140 $238K
Virtue Capital Management, LLC 0.04% New 8,086 $237K
Northwest Investment Counselors, LLC 0.06% No change 8,125 $237K
First National Bank Sioux Falls 0.13% No change 8,100 $236K
Uptick Partners, LLC 0.18% Reduce -5.6% 8,095 $236K
Glenview Trust Co 0.01% Reduce -14.8% 8,093 $236K
Washington Trust Bank 0.02% No change 8,041 $235K
Aft, Forsyth & Company, Inc. 0.13% Add +1.9% 8,028 $234K
GS Investments, Inc. 0.11% No change 8,000 $233K
B&D White Capital Company, LLC 0.05% No change 7,986 $233K
Zimmermann Investment Management & Planning LLC 0.08% Add +1.6% 7,973 $233K
Main Street Financial Solutions, LLC 0.02% New 7,960 $232K
Pinnacle Bancorp, Inc. 0.07% No change 7,940 $232K
Watchman Group, Inc. 0.07% No change 7,925 $231K
Zacks Investment Management 0.00% New 7,918 $231K
Powell Investment Advisors, LLC 0.12% Add +1.9% 7,841 $229K
Encompass Wealth Advisors, LLC 0.06% No change 7,822 $228K
Intellectus Partners, LLC 0.06% No change 7,750 $226K
&partners 0.03% Reduce -91.8% 7,742 $226K
Waldron Private Wealth LLC 0.01% Reduce -48.0% 7,725 $225K
Stiles Financial Services Inc 0.09% Add +1.1% 7,719 $225K
Pacific Sage Partners, LLC 0.06% No change 7,715 $225K
Anderson Hoagland & Co. 0.03% No change 7,720 $225K
Tanglewood Legacy Advisors, LLC 0.11% No change 7,650 $223K
Cadent Capital Advisors, LLC 0.09% New 7,648 $223K
Breakwater Capital Group 0.06% No change 7,648 $223K
Institute for Wealth Management, LLC. 0.03% No change 7,636 $223K
Strategic Advisors LLC 0.04% Reduce -17.4% 7,635 $223K
Stelac Advisory Services LLC 0.10% New 7,600 $222K
First Foundation Advisors 0.01% Reduce -6.7% 7,600 $222K
Lyell Wealth Management, LP 0.02% New 7,589 $221K
GPS Wealth Strategies Group, LLC 0.04% Reduce -15.6% 7,518 $219K
First Trust Capital Management L.P. 0.02% Reduce -1.9% 7,510 $219K
Henrickson Nauta Wealth Advisors, Inc. 0.10% New 7,513 $219K
L & S Advisors Inc 0.03% New 7,500 $219K
Chevy Chase Trust Holdings, LLC 0.00% New 7,500 $219K
Alliance Wealth Advisors, LLC 0.14% New 7,479 $218K
Bahl & Gaynor LLC 0.00% New 7,474 $218K
Broadwater Capital Management LLC 0.17% No change 7,472 $218K
Colorado Capital Management, Inc. 0.13% No change 7,460 $218K
Bedell Frazier Investment Counselling, LLC 0.05% New 7,466 $218K
Aptus Capital Advisors, LLC 0.00% New 7,422 $217K
Diversified Investment Strategies, LLC 0.15% New 7,405 $216K
Villere St Denis J & Co. LLC 0.02% New 7,402 $216K
Matthew Goff Investment Advisor, LLC 0.04% New 7,350 $214K
CoreFirst Bank & Trust 0.13% Reduce -3.9% 7,320 $214K
Hemenway Trust Co LLC 0.02% New 7,300 $213K
ARS Wealth Advisors Group, LLC 0.03% New 7,289 $213K
SG Americas Securities, LLC 0.00% New 7,267 $212K
Martel Wealth Advisors LLC 0.05% New 7,240 $211K
Greylin Investment Management, Inc 0.04% New 7,240 $211K
Vaughan David Investments LLC 0.01% Reduce -14.2% 7,240 $211K
MBL Wealth, LLC 0.02% New 7,220 $211K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -10.0% 7,201 $210K
Kades & Cheifetz LLC 0.13% New 7,201 $210K
Madison Park Capital Advisors, LLC 0.18% New 7,200 $210K
Summit Financial Strategies, Inc. 0.03% New 7,178 $209K
Auxano Advisors, LLC 0.06% Reduce -17.3% 7,156 $209K
Wellington Shields Capital Management, LLC 0.04% No change 7,150 $209K
Wilmington Savings Fund Society, FSB 0.01% — 7,147 $209K
Canal Capital Management, LLC 0.03% New 7,115 $208K
Northern Capital Management, Inc. 0.14% New 7,104 $207K
Satovsky Asset Management LLC 0.06% New 7,097 $207K
Barry Investment Advisors, LLC 0.07% New 7,089 $207K
Carmel Capital Partners, LLC 0.09% New 7,089 $207K
Regatta Capital Group, LLC 0.05% New 7,036 $205K
Alhambra Investment Management LLC 0.11% Reduce -7.9% 7,035 $205K
Adirondack Trust Co. 0.09% No change 7,011 $205K
Prudential Financial Inc. 0.00% New 7,007 $204K
Barnes Pettey Financial Advisors, LLC 0.18% Reduce -34.7% 6,990 $204K
AlTi Global, Inc. 0.01% New 6,986 $204K
BOS Asset Management, LLC 0.11% New 6,980 $204K
Gibraltar Capital Management, Inc. 0.09% New 6,945 $203K
Journey Strategic Wealth LLC 0.01% Reduce -48.1% 6,928 $202K
AdvisorNet Financial, Inc 0.02% Reduce -38.5% 6,927 $202K
Farther Finance Advisors, LLC 0.01% Reduce -1.4% 6,811 $200K
Fernwood Investment Management, LLC 0.06% New 6,775 $198K
Armstrong Advisory Group, Inc. 0.02% No change 7,425 $196K
Atwood & Palmer Inc. 0.01% No change 6,700 $196K
Emfo, LLC 0.18% No change 6,697 $195K
Princeton Global Asset Management LLC 0.05% Reduce -7.0% 6,660 $194K
Retirement Group, LLC 0.07% Add +33.6% 6,575 $192K
Centaurus Financial, Inc. 0.01% Add +3.3% 6,556 $191K
First Financial Corp. 0.09% No change 6,349 $185K
Godsey & Gibb, Inc. 0.02% No change 6,174 $180K
Future Financial Wealth Managment LLC 0.14% Reduce -21.5% 6,130 $179K
Slocum, Gordon & Co LLP 0.13% No change 6,000 $175K
Highlander Capital Management, LLC 0.07% No change 6,000 $175K
Sawyer & Company, Inc 0.07% No change 5,900 $172K
Covestor Ltd 0.11% Add +5.9% 5,785 $169K
Nemes Rush Group LLC 0.02% Reduce -0.1% 5,767 $168K
Hexagon Capital Partners LLC 0.04% Add +7.9% 5,746 $168K
CGC Financial Services, LLC 0.08% No change 5,554 $162K
Montag A & Associates Inc. 0.01% No change 5,550 $162K
Householder Group Estate & Retirement Specialist, LLC 0.05% Add +3.7% 5,529 $161K
Signaturefd, LLC 0.00% Reduce -28.4% 5,499 $160K
Eagle Bay Advisors LLC 0.10% Add +36.3% 5,451 $159K
HHM Wealth Advisors, LLC 0.03% No change 5,450 $159K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -26.5% 5,387 $157K
Hanson & Doremus Investment Management 0.03% No change 5,307 $155K
Avondale Wealth Management 0.11% No change 5,290 $154K
Miller Wealth Advisors, LLC 0.09% Reduce -44.7% 5,252 $153K
Dagco, Inc. 0.07% New 5,142 $150K
Hollencrest Capital Management 0.01% Add +4.6% 5,071 $148K
Logan Capital Management Inc. 0.01% No change 5,057 $148K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 5,000 $146K
First Community Trust NA 0.14% No change 4,960 $145K
TCTC Holdings, LLC 0.00% No change 4,891 $143K
Hazlett, Burt & Watson, Inc. 0.09% No change 4,897 $142K
Proffitt & Goodson Inc. 0.03% No change 4,848 $141K
Tyler-Stone Wealth Management 0.06% Reduce -3.8% 4,838 $141K
Avalon Trust Co 0.01% New 4,827 $141K
Venturi Wealth Management, LLC 0.01% No change 4,800 $140K
Pittenger & Anderson Inc. 0.01% No change 4,700 $137K
Kozak & Associates, Inc. 0.04% Add +9.8% 4,633 $133K
Cambridge Trust Co. 0.00% No change 4,280 $125K
Jones Financial Companies LLLP 0.00% Add +114.9% 4,264 $124K
Barrett & Company, Inc. 0.06% Add +0.1% 4,190 $122K
Compass Wealth Management LLC 0.03% Reduce -2.4% 4,150 $121K
Gen-Wealth Partners Inc 0.06% — 4,012 $117K
Annis Gardner Whiting Capital Advisors, LLC 0.04% New 4,000 $117K
Missouri Trust & Investment Co 0.04% Add +252.4% 3,964 $116K
REAP Financial Group, LLC 0.03% Add +1.9% 3,961 $116K
Independence Bank of Kentucky 0.03% No change 3,925 $115K
Crewe Advisors LLC 0.01% Add +26053.3% 3,923 $114K
Indiana Trust & Investment Management Co 0.04% No change 3,779 $110K
Elevation Wealth Partners, LLC 0.05% Reduce -2.4% 3,726 $109K
Concord Wealth Partners 0.02% Add +429.6% 3,596 $105K
Pingora Partners LLC 0.07% Add +588.6% 3,443 $100K
Creekmur Asset Management LLC 0.03% Add +4.9% 3,264 $95K
Oakworth Capital, Inc. 0.01% No change 3,200 $93K
Hall Laurie J Trustee 0.03% No change 3,200 $93K
Janiczek Wealth Management, LLC 0.02% No change 3,100 $90K
Versant Capital Management, Inc 0.03% Add +1.9% 3,068 $90K
Byrne Asset Management LLC 0.07% New 3,050 $89K
Carolinas Wealth Consulting LLC 0.02% New 3,024 $88K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 2,981 $87K
Center for Financial Planning, Inc. 0.01% Reduce -1.3% 2,932 $86K
Trust Co. of Vermont 0.00% Add +14.8% 2,907 $85K
West Paces Advisors Inc. 0.02% Reduce -25.6% 2,900 $85K
AlphaMark Advisors, LLC 0.03% Add +0.0% 2,840 $83K
Smartleaf Asset Management LLC 0.02% Add +40.4% 2,807 $82K
Tortoise Investment Management, LLC 0.01% Reduce -6.7% 2,720 $79K
Gilliland Jeter Wealth Management LLC 0.03% New 2,700 $79K
Laurel Wealth Advisors LLC 0.01% No change 2,685 $78K
Beacon Capital Management, LLC 0.02% Add +944.9% 2,654 $77K
Allspring Global Investments Holdings, LLC 0.00% Add +2.2% 2,647 $77K
RE Dickinson Investment Advisors, LLC 0.05% Reduce -25.1% 2,569 $75K
Creative Financial Designs Inc. 0.01% Add +5.8% 2,516 $73K
Horrell Capital Management, Inc. 0.02% No change 2,500 $73K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,500 $73K
City Holding Co. 0.01% No change 2,410 $70K
FRG Family Wealth Advisors LLC 0.01% New 2,500 $70K
Key Financial Inc 0.02% No change 2,304 $67K
Colonial Trust Advisors 0.01% Reduce -6.5% 2,303 $67K
Koesten, Hirschmann & Crabtree, INC. 0.04% Add +64.1% 2,297 $67K
Wolff Wiese Magana LLC 0.06% No change 2,225 $65K
M&R Capital Management Inc. 0.02% No change 2,200 $64K
Essex Investment Management Co. LLC 0.01% No change 2,190 $64K
Truvestments Capital LLC 0.02% Add +28.6% 2,186 $64K
HBC Financial Services, PLLC 0.04% No change 2,300 $63K
Lummis Asset Management, LP 0.08% No change 2,151 $63K
LifeSteps Financial, Inc. 0.05% New 2,119 $62K
RFP Financial Group LLC 0.02% No change 2,116 $62K
Washington Trust Advisors, Inc. 0.01% No change 2,100 $61K
Gables Capital Management Inc. 0.03% No change 2,000 $58K
Richard W. Paul & Associates, LLC 0.02% No change 2,000 $58K
Gleason Group, Inc. 0.01% Add +1.9% 1,955 $57K
Main Street Group, LTD 0.03% Add +10.6% 1,935 $57K
Bear Mountain Capital, Inc. 0.02% No change 1,997 $57K
IAG Wealth Partners, LLC 0.01% Add +110.6% 1,904 $56K
Tucker Asset Management LLC 0.01% Reduce -25.5% 1,890 $55K
Old Second National Bank of Aurora 0.01% No change 1,844 $54K
Chelsea Counsel Co. 0.03% No change 1,800 $53K
Spotlight Asset Group, Inc. 0.04% Reduce -29.1% 1,777 $52K
Financial Freedom, LLC 0.03% Add +1.9% 1,735 $51K
First Command Advisory Services, Inc. 0.00% Add +130.4% 1,613 $47K
Rational Advisors, Inc. 0.00% No change 1,584 $46K
Timber Creek Capital Management LLC 0.01% No change 1,500 $44K
Boyd Watterson Asset Management LLC 0.02% No change 1,480 $43K
Financial Gravity Asset Management, Inc. 0.01% Reduce -51.9% 1,638 $43K
Davis Capital Management 0.04% No change 1,443 $42K
Bellevue Asset Management, LLC 0.02% Add +0.6% 1,397 $41K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -30.4% 1,359 $40K
SouthState Bank Corp 0.00% Reduce -8.5% 1,333 $39K
JNBA Financial Advisors 0.00% Reduce -53.4% 1,323 $39K
Ameliora Wealth Management Ltd. 0.02% No change 1,300 $38K
General Partner, Inc. 0.02% No change 1,250 $36K
Salomon & Ludwin, LLC 0.00% No change 1,143 $33K
Community Bank, N.A. 0.00% Reduce -40.6% 1,098 $32K
Burkett Financial Services, LLC 0.02% Add +2.0% 1,086 $32K
McIlrath & Eck, LLC 0.00% Add +0.5% 1,056 $31K
First Personal Financial Services 0.01% No change 1,056 $31K
Pacific Center for Financial Services 0.01% No change 1,050 $31K
Stephens Consulting, LLC 0.01% New 1,000 $29K
Caldwell Trust Co 0.00% No change 1,000 $29K
Palisade Asset Management, LLC 0.00% New 1,000 $29K
GHP Investment Advisors, Inc. 0.00% No change 1,000 $29K
Johnson Financial Group, Inc. 0.00% Reduce -74.9% 945 $28K
American Capital Advisory, LLC 0.02% Reduce -69.3% 1,057 $27K
Cape Investment Advisory, Inc. 0.01% Reduce -48.7% 901 $26K
Lowe Wealth Advisors, LLC 0.01% No change 900 $26K
Accordant Advisory Group Inc 0.02% — 896 $26K
Hantz Financial Services, Inc. 0.00% Reduce -25.8% 862 $25K
Mark Asset Management LP 0.00% No change 24,948 $25K
Front Row Advisors LLC 0.01% No change 835 $24K
Assetmark, Inc. 0.00% Add +1.9% 826 $24K
Country Trust Bank 0.00% No change 825 $24K
Motco 0.00% Reduce -30.6% 808 $24K
First PREMIER Bank 0.01% No change 772 $23K
Hoey Investments, Inc. 0.00% No change 750 $22K
Gradient Investments LLC 0.00% Reduce -53.4% 744 $22K
Glass Jacobson Investment Advisors llc 0.01% No change 710 $21K
Westside Investment Management, Inc. 0.00% No change 700 $21K
Chesapeake Asset Management LLC 0.02% Reduce -2.1% 700 $20K
Colonial Trust Co / SC 0.00% No change 700 $20K
SJS Investment Consulting Inc. 0.00% Add +0.3% 687 $20K
Centerpoint Advisors, LLC 0.01% No change 700 $20K
Stone House Investment Management, LLC 0.00% Add +1.6% 620 $18K
Mark Sheptoff Financial Planning, LLC 0.01% No change 620 $18K
Dogwood Wealth Management LLC 0.01% Add +1.9% 593 $17K
Semmax Financial Advisors Inc. 0.01% Reduce -2.5% 580 $17K
Hoese & Co LLP 0.01% No change 600 $16K
NewSquare Capital LLC 0.00% Reduce -26.3% 562 $16K
CNB Bank 0.01% No change 561 $16K
Aspire Private Capital, LLC 0.00% No change 496 $14K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -45.2% 485 $14K
Tsfg, LLC 0.00% Reduce -79.1% 463 $14K
Distillate Capital Partners LLC 2.35% New 479 $14K
Glen Eagle Advisors, LLC 0.00% Add +9.1% 479 $14K
Summit Securities Group LLC 0.01% Reduce -99.1% 400 $12K
Norwood Financial Corp 0.02% No change 394 $11K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.04% — 380 $11K
CANADA LIFE ASSURANCE Co 0.00% Add +250.0% 357 $10K
Tidemark, LLC 0.01% No change 330 $10K
Park Place Capital Corp 0.00% No change 334 $9K
Resources Management Corp. /CT/ 0.00% No change 300 $9K
PFG Private Wealth Management, LLC 0.01% No change 300 $9K
Bray Capital Advisors 0.00% No change 300 $9K
St. Johns Investment Management Company, LLC 0.00% No change 292 $9K
TFC Financial Management, Inc. 0.00% Add +100.0% 266 $8K
Spectrum Wealth Counsel, LLC 0.00% No change 200 $6K
DecisionPoint Financial, LLC 0.00% New 200 $6K
Bangor Savings Bank 0.00% No change 192 $6K
Clear Point Advisors Inc. 0.00% New 182 $5K
Rosenberg Matthew Hamilton 0.00% No change 180 $5K
Cutler Group LLC / CA 0.00% Add +243.6% 189 $5K
Penserra Capital Management LLC 0.00% No change 177 $5K
National Bank of Canada 0.00% Reduce -98.8% 160 $5K
Macroview Investment Management LLC 0.00% Reduce -82.2% 150 $4K
HighMark Wealth Management LLC 0.00% Add +1.9% 109 $3K
Game Plan Financial Advisors, LLC 0.00% No change 100 $3K
First United Bank & Trust 0.00% Reduce -48.7% 100 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $3K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $3K
Horizon Financial Services, LLC 0.00% New 71 $2K
Caitlin John, LLC 0.00% Add +1.8% 57 $2K
PFS Partners, LLC 0.00% No change 30 $876
Delos Wealth Advisors, LLC 0.00% Add +4.0% 26 $745
Sugarloaf Wealth Management, LLC 0.00% New 19 $554
West Financial Advisors, LLC 0.00% New 14 $409

"% of holder's portfolio" is EPD's weight in each manager's 13F, not the share of Enterprise Products Partners the manager owns.