Enterprise Products PartnersEPD

13F holders, Q3 2024 (September 30)
1,357holders +33
87new positions
46sold out
6famous investors
$28.71avg. 13F price*

At the end of Q3 2024, 1,357 institutions reported holding Enterprise Products Partners (EPD) in their 13F filings, up 33 from Q2 2024. 87 opened new positions and 46 sold out. The largest holders were Alps Advisors Inc. ($1.1B), Invesco Ltd. ($777.7M) and Goldman Sachs Group Inc. ($615.7M). 6 famous investors held it, including Bruce Berkowitz (10.9% of Fairholme Capital Management's portfolio), Leon Cooperman (1.5% 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

05001,0001,5002,000 Q1 2024: 1,320Q1 2024Q2 2024: 1,324Q2 2024Q3 2024: 1,357Q3 2024Q4 2024: 1,443Q4 2024Q1 2025: 1,476Q1 2025Q2 2025: 1,440Q2 2025Q3 2025: 1,429Q3 2025Q4 2025: 1,490Q4 2025Q1 2026: 1,615Q1 2026Q2 2026: 1,592Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions87$72.3M
Exits46$19.1M

All 13F filers, Q2 2024 → Q3 2024: 31,908,667 shares bought and 22,503,360 shares sold, net +9,405,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,357 holders
Alps Advisors Inc. 7.41% Reduce -0.9% 38,049,710 $1.1B
Invesco Ltd. 0.15% Add +4.8% 26,717,430 $777.7M
Goldman Sachs Group Inc. 0.12% Add +5.6% 21,150,262 $615.7M
American Century Companies Inc. 0.36% Add +8.5% 20,973,488 $610.5M
Morgan Stanley 0.04% Reduce -15.9% 18,964,507 $552.1M
Fayez Sarofim & Co 1.29% Reduce -0.4% 17,476,125 $508.7M
Blackstone Inc. 2.25% Reduce -24.1% 16,946,716 $493.3M
Neuberger Berman Group LLC 0.37% Reduce -1.0% 16,067,617 $467.7M
Tortoise Capital Advisors, L.L.C. 5.86% Reduce -3.6% 15,634,955 $455.1M
Bank of America Corp. 0.04% Add +16.6% 14,737,666 $429.0M
Energy Income Partners, LLC 9.03% Add +2.9% 14,470,370 $421.2M
FMR LLC 0.03% Add +9.3% 14,429,298 $420.0M
UBS Group AG 0.11% Add +24.6% 13,594,789 $395.7M
Kayne Anderson Capital Advisors LP 8.70% Reduce -0.9% 11,641,147 $338.9M
Clearbridge Investments, LLC 0.23% Add +0.7% 10,080,929 $293.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.64% Add +7.4% 9,695,340 $282.2M
CIBC Private Wealth Group LLC 0.50% Reduce -0.4% 9,554,808 $278.1M
BlackRock, Inc. 0.01% — 9,315,811 $271.2M
Ensign Peak Advisors, Inc 0.46% Reduce -2.2% 9,052,325 $263.5M
Principal Financial Group Inc. 0.09% Reduce -0.6% 5,923,121 $172.4M
Chickasaw Capital Management LLC 6.86% Reduce -0.3% 5,501,478 $160.1M
Fairholme Capital Management 10.87% Add +0.1% 5,446,400 $158.5M
Westwood Holdings Group Inc. 1.18% Reduce -2.9% 5,249,238 $152.8M
Berkley W R Corp. 10.61% No change 5,089,794 $148.2M
Hamlin Capital Management, LLC 3.60% Add +0.5% 4,923,948 $143.3M
Brookfield Corp 0.78% Add +6.2% 4,762,585 $138.6M
Wells Fargo & Company 0.03% Reduce -9.2% 4,116,618 $119.8M
Deutsche Bank AG 0.05% Reduce -11.6% 4,105,645 $119.5M
Thrivent Financial for Lutherans 0.23% Add +5.2% 4,072,866 $118.6M
Raymond James & Associates 0.07% Reduce -4.4% 3,860,421 $112.4M
Paralel Advisors LLC 4.64% No change 3,650,000 $106.3M
Royal Bank of Canada 0.02% Add +0.8% 3,644,427 $106.1M
Reaves W H & Co. Inc. 2.86% Add +57.4% 3,593,940 $104.6M
Stifel Financial Corp. 0.11% Add +0.3% 3,470,689 $101.0M
JPMorgan Chase & Co. 0.01% Reduce -9.4% 3,398,672 $98.9M
HighTower Advisors, LLC 0.13% Reduce -0.5% 3,105,022 $90.4M
BNP Paribas Financial Markets 0.09% Reduce -19.5% 3,063,510 $89.2M
Miller Howard Investments Inc. 2.74% Reduce -2.8% 3,056,287 $89.0M
LPL Financial LLC 0.04% Add +8.8% 3,005,079 $87.5M
Barclays PLC 0.03% Add +110.0% 2,531,756 $73.7M
Raymond James Financial Services Advisors, Inc. 0.09% Reduce -0.6% 2,400,586 $69.9M
Beck Mack & Oliver LLC 1.34% Reduce -7.5% 2,368,087 $68.9M
Allianz Asset Management GmbH 0.10% Reduce -15.4% 2,180,755 $63.5M
Epoch Investment Partners, Inc. 0.28% Add +1.3% 2,165,245 $63.0M
Beach Investment Counsel Inc. 7.68% Reduce -2.1% 2,134,324 $62.1M
Duff & Phelps Investment Management Co. 0.71% Reduce -5.7% 2,109,842 $61.4M
Truist Financial Corp. 0.10% Add +3.7% 2,109,219 $61.4M
Fractal Investments LLC 10.23% Reduce -4.7% 2,079,189 $60.5M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.39% Add +16.4% 2,045,599 $59.5M
Eagle Global Advisors LLC 2.89% Reduce -0.7% 1,998,504 $58.2M
Jennison Associates LLC 0.04% No change 1,990,164 $57.9M
Chicago Partners Investment Group LLC 2.00% Add +5.2% 1,937,043 $56.1M
Infrastructure Capital Advisors, LLC 9.11% Reduce -10.6% 1,916,859 $55.8M
U.S. Capital Wealth Advisors, LLC 1.94% Add +10.4% 1,872,824 $54.5M
Progeny 3, Inc. 4.51% Add +0.7% 1,842,034 $53.6M
Longfellow Investment Management Co. LLC 13.34% Reduce -10.2% 1,829,932 $53.3M
Nicholas Company, Inc. 0.86% No change 1,824,480 $53.1M
Texas Yale Capital Corp. 2.18% Add +0.4% 1,724,012 $50.2M
Americana Partners, LLC 3.40% Add +0.7% 1,713,649 $49.9M
Rockefeller Capital Management L.P. 0.13% Add +0.5% 1,677,950 $48.8M
Distillate Capital Partners LLC 2.42% Add +116.6% 1,662,182 $48.4M
First Eagle Investment Management, LLC 0.10% Reduce -0.2% 1,656,043 $48.2M
Williams Jones Wealth Management, LLC. 0.56% Add +0.1% 1,650,285 $48.0M
Recurrent Investment Advisors LLC 4.66% Add +3.5% 1,608,773 $46.8M
Bollard Group LLC 1.20% Reduce -0.1% 1,553,724 $45.2M
Corient Private Wealth LP 0.06% Reduce -6.5% 1,407,131 $41.0M
Victory Capital Management Inc. 0.04% No change 1,379,884 $40.2M
Oxbow Advisors, LLC 4.04% Reduce -1.2% 1,361,271 $39.6M
PNC Financial Services Group, Inc. 0.02% Reduce -2.7% 1,256,156 $36.6M
Maryland State Retirement & Pension System 0.75% Reduce -0.5% 1,227,721 $35.7M
Penn Davis McFarland Inc. 3.93% Reduce -0.1% 1,198,634 $34.9M
Omega Advisors (Leon Cooperman) 1.47% Add +30.0% 1,191,535 $34.7M
HRT Financial LP 0.17% Add +72.0% 1,164,945 $33.9M
Tetrad Corp. 3.26% No change 1,100,000 $32.0M
CBRE Investment Management Listed Real Assets LLC 0.51% Add +43.1% 1,092,044 $31.8M
Mariner, LLC 0.06% Add +0.8% 1,088,981 $31.7M
Commonwealth Equity Services, LLC 0.05% Add +3.2% 1,064,093 $31.0M
Merewether Investment Management, LP 1.42% New 1,056,200 $30.7M
Osaic Holdings, Inc. 0.07% Reduce -1.6% 1,050,240 $30.6M
Cna Financial Corp. 17.43% Add +10.5% 1,050,000 $30.6M
Fort Sheridan Advisors LLC 4.50% Add +0.5% 1,017,663 $29.6M
Evergreen Capital Management LLC 0.99% Add +0.1% 1,012,501 $29.5M
Auto-Owners Insurance Co 0.71% No change 1,000,000 $29.1M
Envestnet Asset Management Inc. 0.01% Reduce -1.9% 993,266 $28.9M
Wealth Enhancement Advisory Services, LLC 0.06% Add +1.6% 961,389 $28.0M
RR Advisors, LLC 7.71% Reduce -4.6% 960,000 $27.9M
Focus Partners Wealth 0.09% Add +22.6% 936,713 $27.3M
Cetera Investment Advisers 0.06% Add +1.8% 917,381 $26.7M
Petrus Trust Company, LTA 2.55% No change 900,004 $26.2M
Bowen Hanes & Co. Inc. 0.69% Reduce -0.1% 898,000 $26.1M
Sei Investments Co. 0.03% Reduce -12.6% 883,204 $25.7M
Blair William & Co. 0.07% Reduce -1.6% 841,678 $24.5M
Exchange Traded Concepts, LLC 0.56% Add +3.3% 808,154 $23.5M
Creative Planning 0.02% Reduce -5.3% 779,505 $22.7M
Vorpal, LLC 100.00% Add +2.7% 754,714 $22.0M
Janney Montgomery Scott LLC 0.06% Add +0.5% 747,378 $21.8M
GP Brinson Investments LLC 8.86% No change 743,733 $21.7M
Glenmede Trust Co. NA 0.10% Add +9.7% 735,233 $21.4M
Sanders Morris Harris LLC 3.41% Add +28.1% 705,804 $20.5M
Walnut Private Equity Partners, LLC 12.21% Add +0.9% 700,000 $20.5M
Kamunting Street Capital Management, L.P. 20.75% Reduce -8.4% 691,991 $20.1M
US Bancorp \de 0.03% Add +0.9% 688,851 $20.1M
Payden & Rygel 1.50% No change 669,370 $19.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.4% 666,134 $19.4M
Cutter & CO Brokerage, Inc. 4.34% Add +2.7% 659,484 $19.2M
Cambridge Investment Research Advisors, Inc. 0.07% Add +13.6% 657,061 $19.1M
M&T Bank Corp 0.06% Reduce -15.6% 629,409 $18.3M
Beacon Pointe Advisors, LLC 0.21% Add +2.9% 625,189 $18.2M
SailingStone Capital Partners LLC 5.60% Reduce -13.3% 612,458 $17.8M
MAI Capital Management 0.17% Add +2.3% 611,867 $17.8M
Capital Investment Advisors, LLC 0.35% Reduce -3.1% 591,287 $17.2M
Sanctuary Advisors, LLC 0.11% Add +8.5% 514,989 $16.9M
Icon Wealth Advisors, LLC 1.40% Reduce -1.0% 579,799 $16.9M
Inscription Capital, LLC 2.47% Reduce -4.2% 569,357 $16.6M
Heronetta Management, L.P. 9.94% Reduce -2.7% 558,648 $16.3M
Investment Management Associates Inc. 6.28% Reduce -5.2% 546,414 $15.9M
Tectonic Advisors LLC 1.03% Add +7.3% 541,213 $15.8M
Marco Investment Management LLC 1.35% Add +0.2% 536,805 $15.6M
Captrust Financial Advisors 0.05% Add +9.5% 536,458 $15.6M
Private Capital Advisors, Inc. 1.68% Reduce -0.3% 525,994 $15.3M
Gagnon Securities LLC 2.89% Add +1.0% 501,262 $14.6M
Citadel Advisors 0.02% Add +69.0% 488,770 $14.2M
Catalyst Capital Advisors LLC 0.31% Add +5.8% 477,341 $13.9M
NorthCrest Asset Manangement, LLC 0.42% Add +1.5% 475,111 $13.8M
D.A. Davidson & Co. 0.11% Add +1.9% 470,501 $13.7M
JRM Investment Counsel, LLC 4.93% Reduce -14.6% 462,428 $13.5M
Nuveen Asset Management, LLC 0.00% Reduce -7.0% 457,116 $13.3M
CW Advisors, LLC 0.17% Add +1150.2% 447,717 $13.0M
Mesirow Financial Investment Management, Inc. 0.25% Reduce -0.2% 445,806 $13.0M
Oppenheimer & Co. Inc. 0.20% Reduce -18.9% 442,498 $12.9M
Dividend Assets Capital, LLC 2.43% Reduce -5.0% 435,670 $12.7M
Cerity Partners LLC 0.03% Add +15.9% 395,516 $11.5M
Moors & Cabot, Inc. 0.57% Add +0.2% 391,238 $11.4M
Private Advisor Group, LLC 0.07% Add +3.8% 377,263 $11.0M
AlphaCore Capital LLC 2.44% No change 371,166 $10.8M
Gabelli Funds LLC 0.08% Reduce -1.3% 371,000 $10.8M
Heritage Wealth Advisors 0.51% Reduce -0.5% 370,332 $10.8M
Cohen Capital Management, Inc. 1.74% Add +0.0% 368,691 $10.7M
McGowan Group Asset Management, Inc. 1.43% Add +0.3% 366,093 $10.7M
Parsons Capital Management Inc. 0.63% Add +0.1% 343,280 $10.0M
Allen Mooney & Barnes Investment Advisors LLC 1.70% Reduce -2.2% 342,656 $10.0M
Gagnon Advisors, LLC 6.39% No change 339,877 $9.9M
WP Advisors, LLC 3.59% Add +2.7% 337,549 $9.8M
NBW Capital LLC 1.85% Add +31.7% 336,805 $9.8M
Bank of New York Mellon Corp 0.00% Add +14.0% 335,985 $9.8M
Acadian Asset Management LLC 0.03% Add +32.9% 336,055 $9.8M
Sovereign Investment Advisors, LLC 3.17% No change 332,382 $9.7M
GenTrust, LLC 0.47% Reduce -31.1% 332,201 $9.7M
Ameriprise Financial Inc. 0.00% Add +17.4% 331,950 $9.7M
DAVENPORT & Co LLC 0.06% Reduce -0.5% 331,581 $9.7M
Oliver Luxxe Assets LLC 1.68% No change 323,777 $9.4M
Fogel Capital Management, Inc. 4.83% Reduce -2.8% 321,820 $9.4M
First Manhattan Co. Llc. 0.03% Reduce -0.7% 314,089 $9.1M
Choate Investment Advisors 0.23% Reduce -3.0% 310,964 $9.1M
Delta Investment Management, LLC 1.83% Add +5.5% 308,671 $9.0M
Brown Advisory Inc. 0.01% Add +57.2% 308,463 $9.0M
Edgemoor Investment Advisors, Inc. 0.78% Reduce -2.7% 307,245 $8.9M
Ballast Advisors LLC 2.75% Reduce -0.6% 305,122 $8.9M
Morningstar Investment Services LLC 0.09% Add +0.4% 304,394 $8.9M
Pathstone Holdings, LLC 0.04% Reduce -0.1% 304,651 $8.9M
Cohen & Steers, Inc. 0.02% Reduce -7.8% 303,154 $8.8M
Prospera Financial Services Inc 0.22% Reduce -0.2% 298,537 $8.7M
B. Riley Wealth Advisors, Inc. 0.24% Reduce -53.3% 297,501 $8.7M
Advisory Services Network, LLC 0.18% No change 293,749 $8.5M
Northeast Financial Consultants Inc 0.37% No change 290,927 $8.5M
Mercer Global Advisors Inc. 0.02% Add +7.6% 288,686 $8.5M
Steward Partners Investment Advisory, LLC 0.08% Add +14.0% 288,940 $8.4M
Stephens Inc. 0.12% Reduce -0.6% 285,516 $8.3M
NewEdge Advisors, LLC 0.05% Add +7.2% 283,687 $8.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.47% Add +0.4% 278,960 $8.1M
Insight Folios Inc 2.89% Add +5.2% 277,867 $8.1M
Foundations Investment Advisors, LLC 0.17% Add +262.1% 275,058 $8.0M
Citigroup Inc. 0.01% Add +45.8% 263,917 $7.7M
Baldwin Wealth Partners LLC 0.52% Reduce -3.9% 260,099 $7.6M
Hennessy Advisors Inc. 0.24% No change 259,700 $7.6M
Cullen Investment Group, LTD. 1.12% Add +0.8% 258,806 $7.5M
Account Management LLC 8.89% Reduce -7.2% 256,880 $7.5M
American Financial Group Inc. 3.37% No change 255,000 $7.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +15.7% 250,655 $7.3M
Sound View Wealth Advisors Group, LLC 0.59% Add +0.7% 250,262 $7.3M
Chilton Capital Management LLC 0.30% Add +1.5% 246,887 $7.2M
Renaissance Investment Group LLC 1.48% Reduce -2.0% 245,057 $7.1M
Spirit of America Management Corp. 1.42% No change 244,636 $7.1M
Sunbelt Securities, Inc. 0.70% Add +19.1% 244,367 $7.1M
Adams Asset Advisors, LLC 0.96% No change 244,228 $7.1M
Alliancebernstein L.P. 0.00% Add +1112.5% 239,013 $7.0M
Segment Wealth Management, LLC 0.48% Reduce -2.9% 237,705 $6.9M
King Luther Capital Management Corp. 0.03% Add +0.5% 236,944 $6.9M
HSBC Holdings PLC 0.00% Reduce -48.8% 235,570 $6.9M
Rothschild Capital Partners, LLC 1.89% Add +4.9% 232,447 $6.8M
Sheets Smith Wealth Management 0.83% Reduce -5.1% 232,090 $6.8M
Northern Trust Corp. 0.00% Add +9.2% 231,259 $6.7M
Wexford Capital LP 1.59% Reduce -14.9% 228,887 $6.7M
Kestra Advisory Services, LLC 0.04% Reduce -52.6% 228,773 $6.7M
Nations Financial Group Inc, /Ia/ 0.48% Add +4.0% 228,135 $6.6M
Rothschild Investment LLC 0.43% Reduce -1.1% 224,496 $6.5M
HUB Investment Partners, LLC 0.28% Add +1.5% 222,408 $6.5M
Gilman Hill Asset Management, LLC 1.08% Add +2.1% 221,546 $6.4M
Bradley Foster & Sargent Inc. 0.11% Add +0.2% 220,167 $6.4M
Evercore Wealth Management, LLC 0.10% Reduce -0.4% 218,193 $6.4M
Fort Washington Investment Advisors Inc. 0.04% Add +1.9% 218,115 $6.3M
Hardman Johnston Global Advisors LLC 0.25% No change 217,744 $6.3M
Jackson Hole Capital Partners, LLC 1.30% Add +1.4% 214,780 $6.3M
Loudon Investment Management, LLC 3.35% Reduce -0.7% 210,116 $6.1M
GAMCO Investors 0.06% Reduce -1.9% 208,800 $6.1M
Salem Investment Counselors Inc. 0.18% Add +1.6% 207,791 $6.0M
Clarkston Capital Partners, LLC 0.11% No change 204,600 $6.0M
Adell Harriman & Carpenter Inc. 0.43% Reduce -0.5% 202,352 $5.9M
Hollow Brook Wealth Management LLC 1.74% Add +4.0% 201,954 $5.9M
Outfitters Financial LLC 4.81% No change 200,372 $5.8M
Baldwin Investment Management, LLC 0.72% Reduce -0.3% 198,533 $5.8M
Silvercrest Asset Management Group LLC 0.04% Reduce -1.4% 198,298 $5.8M
Bourgeon Capital Management LLC 1.10% Reduce -0.9% 195,616 $5.7M
EP Wealth Advisors, LLC 0.05% Add +32.2% 195,500 $5.7M
Bridges Investment Management Inc. 0.08% No change 192,363 $5.6M
Oak Family Advisors, LLC 2.01% Add +1.1% 191,184 $5.6M
Childress Capital Advisors, LLC 1.50% Reduce -0.3% 190,267 $5.5M
Soros Fund Management 0.16% No change 190,000 $5.5M
Knollwood Investment Advisory, LLC 0.59% No change 189,935 $5.5M
Savant Capital, LLC 0.05% Reduce -2.4% 189,823 $5.5M
River Road Asset Management, LLC 0.07% Reduce -6.4% 189,185 $5.5M
Mutual Advisors, LLC 0.16% Add +1.1% 186,487 $5.4M
Sage Advisors, LLC 4.19% Add +0.1% 182,677 $5.3M
Empowered Funds, LLC 0.08% Add +14.1% 181,654 $5.3M
CFM Wealth Partners LLC 0.92% No change 180,986 $5.3M
Bfsg, LLC 0.60% Reduce -1.3% 178,398 $5.2M
Atria Wealth Solutions, Inc. 0.06% Add +3.1% 178,323 $5.2M
Annandale Capital, LLC 1.03% Reduce -10.2% 176,956 $5.2M
Boston Partners 0.01% New 176,827 $5.1M
Bard Financial Services, Inc. 0.60% Reduce -6.0% 175,875 $5.1M
Moneta Group Investment Advisors LLC 0.07% Reduce -3.7% 173,630 $5.1M
Linscomb Wealth, Inc. 0.25% Reduce -1.0% 173,425 $5.0M
Stratos Wealth Partners, LTD. 0.07% Add +34.3% 172,619 $5.0M
Pekin Hardy Strauss, Inc. 0.64% Add +1.1% 171,818 $5.0M
Ancora Advisors LLC 0.11% Reduce -2.5% 168,882 $4.9M
Raymond James Trust N.A. 0.11% Add +7.0% 168,290 $4.9M
Birch Capital Management, LLC 2.39% Reduce -0.2% 168,075 $4.9M
Icon Advisers Inc. 1.07% No change 167,000 $4.9M
ArchPoint Investors 1.60% No change 164,856 $4.8M
A. D. Beadell Investment Counsel, Inc. 3.72% Reduce -0.2% 159,810 $4.7M
NorthCoast Asset Management LLC 0.03% Add +6.0% 159,211 $4.6M
Franklin Resources Inc. 0.00% Add +16.2% 156,933 $4.6M
Scotia Capital Inc. 0.02% New 158,386 $4.6M
Calamos Advisors LLC 0.03% No change 157,890 $4.6M
Ar Asset Management Inc. 1.02% No change 155,810 $4.5M
Crescent Grove Advisors, LLC 0.45% Reduce -18.4% 152,988 $4.5M
Snowden Capital Advisors LLC 0.13% Add +8.0% 150,865 $4.4M
Canal Insurance CO 1.03% No change 150,000 $4.4M
Woodmont Investment Counsel LLC 0.33% Reduce -13.1% 148,929 $4.3M
Pin Oak Investment Advisors Inc. 3.93% Add +2.1% 148,295 $4.3M
Verity Asset Management, Inc. 1.62% Add +7.3% 147,548 $4.3M
Cullen Capital Management, LLC 0.05% Reduce -4.0% 146,427 $4.3M
Capital Analysts, LLC 0.17% Add +5.6% 145,400 $4.2M
Equitable Holdings, Inc. 0.04% Add +18.4% 145,376 $4.2M
ProVise Management Group, LLC 0.34% Reduce -0.9% 145,320 $4.2M
Ashford Capital Management Inc. 0.52% No change 143,540 $4.2M
Independent Financial Group, LLC 0.15% Add +35.4% 142,529 $4.1M
Vanguard Personalized Indexing Management, LLC 0.07% Reduce -0.4% 141,986 $4.1M
Epacria Capital Partners, LLC 2.78% No change 139,372 $4.1M
Tower Bridge Advisors 0.43% Reduce -1.0% 138,645 $4.0M
Tweedy, Browne Co LLC 0.19% No change 136,295 $4.0M
Peapack Gladstone Financial Corp. 0.06% Add +61.7% 135,836 $4.0M
Morningstar Investment Management LLC 0.39% Reduce -36.6% 133,876 $3.9M
F/m Investments LLC 0.12% No change 135,362 $3.9M
Argent Trust Co 0.16% Add +2.4% 134,658 $3.9M
Asset Planning Services Inc. /La/ 1.92% Reduce -2.7% 133,185 $3.9M
Hilton Capital Management, LLC 0.30% Reduce -1.2% 133,112 $3.9M
Shoker Investment Counsel, Inc. 1.29% Reduce -1.5% 132,027 $3.8M
Synergy Asset Management, LLC 0.58% Reduce -23.7% 131,078 $3.8M
Independent Advisor Alliance 0.14% Add +8.1% 130,940 $3.8M
Bessemer Group Inc. 0.01% Add +154.9% 130,914 $3.8M
Susquehanna International Group, LLP 0.01% Add +110.2% 130,266 $3.8M
Horizon Kinetics Asset Management LLC 0.06% Add +96.5% 130,172 $3.8M
Avantax Advisory Services, Inc. 0.02% Reduce -35.7% 129,984 $3.8M
MML Investors Services, LLC 0.01% Add +13.1% 127,600 $3.7M
PFG Investments, LLC 0.24% Add +0.5% 127,503 $3.7M
JFS Wealth Advisors, LLC 0.25% Reduce -0.7% 127,404 $3.7M
Avenir Corp. 0.36% Reduce -3.2% 123,578 $3.6M
BCM Advisors, LLC 0.82% No change 122,984 $3.6M
Sapient Capital LLC 0.07% Reduce -1.2% 122,641 $3.6M
Integrated Wealth Concepts LLC 0.04% Add +0.6% 122,371 $3.6M
JB Capital LLC 0.20% Add +11.1% 121,510 $3.5M
Invenomic Capital Management LP 0.20% Reduce -55.8% 121,441 $3.5M
Moneco Advisors, LLC 0.44% Add +0.5% 120,918 $3.5M
Pinnacle Associates Ltd. 0.06% Add +14.1% 132,696 $3.5M
Cercano Management LLC 0.08% No change 120,021 $3.5M
Keybank National Association 0.01% Add +1.5% 119,727 $3.5M
ProShare Advisors LLC 0.01% Add +7.2% 119,386 $3.5M
HB Wealth Management, LLC 0.04% Add +4.6% 119,229 $3.5M
FourThought Financial Partners, LLC 0.41% Add +8.8% 118,562 $3.5M
Concurrent Investment Advisors, LLC 0.10% Add +4.4% 117,515 $3.4M
Cannell & Spears LLC 0.07% Add +73.0% 117,075 $3.4M
First Trust Advisors LP 0.00% Reduce -54.6% 116,550 $3.4M
Lido Advisors, LLC 0.03% Add +4.2% 115,142 $3.4M
Kestra Private Wealth Services, LLC 0.06% Reduce -0.8% 113,714 $3.3M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.35% Reduce -1.0% 113,091 $3.3M
ARS Investment Partners, LLC 0.29% Reduce -0.4% 112,804 $3.3M
Grand Jean Capital Management Inc. 0.73% No change 112,554 $3.3M
FLC Capital Advisors 0.75% Add +2.8% 111,860 $3.3M
Am Investment Strategies LLC 0.79% Add +1.8% 111,410 $3.2M
Cyndeo Wealth Partners, LLC 0.23% Add +0.3% 110,887 $3.2M
Tritonpoint Wealth, LLC 0.29% Add +24.3% 108,901 $3.2M
Exencial Wealth Advisors, LLC 0.11% Add +0.7% 108,746 $3.2M
Blackhill Capital Inc. 0.18% No change 108,704 $3.2M
Apollon Wealth Management, LLC 0.09% Add +2.1% 107,512 $3.1M
Cary Street Partners Investment Advisory LLC 0.11% Add +0.0% 107,416 $3.1M
Macquarie Group Ltd. 0.00% Add +18.0% 107,299 $3.1M
Rollins Financial Advisors, LLC 0.52% Add +26.7% 107,173 $3.1M
Waverly Advisors, LLC 0.06% Add +0.1% 107,009 $3.1M
XML Financial, LLC 0.29% Add +5.6% 106,481 $3.1M
Montchanin Asset Management, LLC 2.88% Reduce -13.8% 106,280 $3.1M
Steel Grove Capital Advisors, LLC 0.43% Reduce -2.7% 105,849 $3.1M
Valeo Financial Advisors, LLC 0.09% Add +5.5% 105,033 $3.1M
Lavaca Capital LLC 1.45% No change 103,698 $3.0M
Hilltop Holdings Inc. 0.20% Add +14.3% 103,556 $3.0M
Regions Financial Corp. 0.02% Add +2.2% 102,654 $3.0M
Great Valley Advisor Group, Inc. 0.07% Add +9.5% 102,446 $3.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 101,000 $2.9M
StoneX Group Inc. 0.21% Reduce -9.6% 100,830 $2.9M
TD Private Client Wealth LLC 0.08% Add +3.6% 100,614 $2.9M
Daymark Wealth Partners, LLC 0.12% Add +3.6% 99,961 $2.9M
Perigon Wealth Management, LLC 0.08% Reduce -0.5% 99,745 $2.9M
Elgethun Capital Management 0.68% Add +4.1% 99,694 $2.9M
Cobblestone Capital Advisors LLC 0.16% Add +1.5% 98,703 $2.9M
Dynamic Advisor Solutions LLC 0.09% Reduce -9.4% 98,585 $2.9M
Doliver Advisors, LP 0.79% Reduce -1.3% 98,398 $2.9M
Wealthcare Advisory Partners LLC 0.08% Reduce -2.2% 98,241 $2.9M
Smithbridge Asset Management Inc. 0.49% Reduce -9.2% 97,410 $2.8M
Joel Isaacson & Co., LLC 0.13% No change 95,867 $2.8M
AlphaQ Advisors LLC 7.67% Reduce -0.5% 94,247 $2.7M
Legacy Advisors, LLC 0.30% Add +1.0% 93,999 $2.7M
Castleark Management LLC 0.11% No change 93,321 $2.7M
Choreo, LLC 0.04% Add +1.1% 92,535 $2.7M
IFP Advisors, Inc 0.10% Add +1.1% 92,005 $2.7M
Wilmington Savings Fund Society, FSB 0.05% Add +1183.4% 91,725 $2.7M
Pinnacle Holdings, LLC 1.18% Add +12.0% 91,197 $2.7M
Howard Financial Services, LTD. 0.38% Add +1.7% 90,724 $2.6M
Paragon Advisors, LLC 0.85% New 90,270 $2.6M
Hutner Capital Management Inc. 1.31% Reduce -0.5% 90,109 $2.6M
Tufton Capital Management 0.48% Reduce -2.7% 88,559 $2.6M
Osterweis Capital Management Inc. 0.15% Reduce -1.6% 87,815 $2.6M
Caption Management, LLC 0.27% New 87,500 $2.5M
Intrua Financial, LLC 0.41% Add +18.1% 87,429 $2.5M
Bokf, NA 0.05% Add +1.4% 85,776 $2.5M
Cowa, LLC 1.19% Add +0.0% 85,782 $2.5M
CoreCap Advisors, LLC 0.12% New 85,688 $2.5M
Pacer Advisors, Inc. 0.01% Add +4.1% 84,824 $2.5M
Verity & Verity, LLC 0.24% Reduce -0.2% 84,616 $2.5M
Van Eck Associates Corp. 0.00% Add +12.2% 84,939 $2.5M
&partners 0.05% Add +396.9% 84,478 $2.5M
Advisors Asset Management, Inc. 0.04% Add +0.7% 82,871 $2.4M
Wedbush Securities Inc. 0.09% Reduce -31.6% 81,964 $2.4M
Everett Harris & Co. 0.03% Add +9.5% 80,939 $2.4M
GM Advisory Group, LLC 0.14% Add +0.8% 79,409 $2.3M
Blue Trust, Inc. 0.03% Add +6.0% 79,703 $2.3M
Lindbrook Capital, LLC 0.20% Add +4.0% 78,828 $2.3M
Nexpoint Asset Management, L.P. 0.28% No change 78,631 $2.3M
GraniteShares Advisors LLC 1.55% Add +6.9% 78,459 $2.3M
Wealthspire Advisors, LLC 0.02% Add +27.5% 78,429 $2.3M
True North Advisors, LLC 0.60% Reduce -29.3% 78,425 $2.3M
Creegan & Nassoura Financial Group, LLC 1.44% Reduce -0.2% 78,364 $2.3M
KKM Financial LLC 1.12% Add +7.1% 77,987 $2.3M
Huntington National Bank 0.02% No change 77,984 $2.3M
Cullen/Frost Bankers, Inc. 0.03% Add +0.1% 77,752 $2.3M
Pitcairn Co. 0.13% No change 77,693 $2.3M
Flagship Harbor Advisors, LLC 0.12% Add +1.5% 77,123 $2.2M
Neville Rodie & Shaw Inc. 0.16% Reduce -16.9% 75,233 $2.2M
Granby Capital Management, LLC 1.13% No change 75,000 $2.2M
Meixler Investment Management, Ltd. 1.61% Add +3.5% 74,775 $2.2M
Haverford Trust Co 0.02% Add +1.4% 74,359 $2.2M
Edmp, Inc. 1.77% Add +1.1% 73,831 $2.1M
Curi Capital, LLC 0.05% Add +0.5% 73,828 $2.1M
Chatham Capital Group, Inc. 0.35% Add +0.1% 73,314 $2.1M
Samalin Investment Counsel, LLC 0.93% Reduce -5.4% 73,184 $2.1M
Evanson Asset Management, LLC 0.15% Reduce -1.0% 73,164 $2.1M
SL Advisors, LLC 3.83% Add +3.1% 73,064 $2.1M
Cwm, LLC 0.01% Add +8.4% 72,044 $2.1M
Oppenheimer Asset Management Inc. 0.03% Add +11.8% 71,474 $2.1M
IHT Wealth Management, LLC 0.06% Add +17.0% 71,335 $2.1M
Chiron Capital Management, LLC 1.83% Reduce -2.0% 70,859 $2.1M
Leavell Investment Management, Inc. 0.10% Add +6.0% 68,980 $2.0M
RS Crum Inc. 0.47% No change 68,703 $2.0M
IFG Advisory, LLC 0.13% Add +1.7% 68,504 $2.0M
One Charles Private Wealth Services, LLC 0.76% Add +37.5% 68,227 $2.0M
Optimist Retirement Group LLC 0.88% Add +3.3% 67,080 $2.0M
Caprock Group, LLC 0.07% New 66,735 $1.9M
United Advisor Group, LLC 0.44% Add +2.0% 66,555 $1.9M
Charles Schwab Trust Co 0.17% Add +0.8% 66,262 $1.9M
GTS Securities LLC 0.04% Reduce -45.6% 65,443 $1.9M
Teamwork Financial Advisors, LLC 0.26% Reduce -16.3% 65,412 $1.9M
Sowell Financial Services LLC 0.09% Reduce -1.0% 65,305 $1.9M
Level Four Advisory Services, LLC 0.08% Reduce -5.9% 65,965 $1.9M
Chilton Investment Co. Inc. 0.05% No change 64,814 $1.9M
Smith, Moore & Co. 0.18% Add +4.3% 64,812 $1.9M
Summit Securities Group LLC 1.19% Add +3310.5% 64,800 $1.9M
MADDEN SECURITIES Corp 0.81% No change 64,673 $1.9M
Basso Capital Management, L.P. 1.72% Reduce -7.2% 64,100 $1.9M
Orleans Capital Management Corp. 1.06% No change 63,888 $1.9M
Lee Financial Co 0.26% Add +27.5% 63,693 $1.9M
Covenant Asset Management, LLC 0.41% Reduce -0.8% 63,604 $1.9M
Avidian Wealth Enterprises, LLC 0.08% Reduce -0.1% 62,713 $1.8M
Callahan Advisors, LLC 0.18% Reduce -1.5% 62,234 $1.8M
Palisade Capital Management, LP 0.05% No change 62,042 $1.8M
Clarus Group, Inc. 0.76% Reduce -1.5% 61,756 $1.8M
Moody National Bank Trust Division 0.19% Add +7.5% 61,537 $1.8M
Applied Capital LLC 1.39% Add +9.2% 61,295 $1.8M
C2C Wealth Management, LLC 1.65% Add +2.5% 61,886 $1.8M
Stock Yards Bank & Trust Co. 0.06% Add +6.1% 60,844 $1.8M
Pinnacle West Asset Management, Inc. 1.25% Add +0.5% 60,107 $1.8M
TCFG Wealth Management, LLC 0.88% — 59,671 $1.7M
Geode Capital Management, LLC 0.00% Reduce -0.8% 59,642 $1.7M
Avion Wealth 0.45% Add +1.2% 59,366 $1.7M
Sheaff Brock Investment Advisors, LLC 0.15% Reduce -0.6% 59,100 $1.7M
Sonora Investment Management Group, LLC 0.13% Add +7.5% 59,004 $1.7M
Ascentis Wealth Management, LLC 0.64% — 58,634 $1.7M
Brown Brothers Harriman & Co. 0.01% Add +37.7% 58,510 $1.7M
ELCO Management Co., LLC 0.92% Reduce -0.0% 58,155 $1.7M
Walleye Capital LLC 0.02% Reduce -26.7% 57,886 $1.7M
Promethium Advisors,llc 1.19% — 57,661 $1.7M
Silverberg Bernstein Capital Management LLC 1.53% No change 57,480 $1.7M
Greenline Partners, LLC 0.24% Add +3.1% 57,457 $1.7M
Belpointe Asset Management LLC 0.10% Add +1.3% 57,315 $1.7M
Quadrant Private Wealth Management, LLC 0.41% No change 57,228 $1.7M
Edge Capital Group, LLC 0.07% Reduce -7.2% 57,130 $1.7M
Fiducient Advisors LLC 0.19% Add +0.1% 56,388 $1.6M
FORA Capital, LLC 0.19% New 55,834 $1.6M
Vaughan Nelson Investment Management, L.P. 0.01% No change 55,760 $1.6M
Cibc World Market Inc. 0.00% Add +4.4% 55,617 $1.6M
Obermeyer Wealth Partners 0.09% Reduce -2.3% 55,295 $1.6M
UMB Bank, n.a. 0.03% Add +0.3% 55,205 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -1.4% 54,793 $1.6M
Trinity Legacy Partners, LLC 0.41% Add +38.9% 53,960 $1.6M
Ausdal Financial Partners, Inc. 0.16% Add +1.1% 54,396 $1.6M
Busey Bank 0.05% Reduce -1.3% 54,388 $1.6M
Bramshill Investments, LLC 0.17% Reduce -18.3% 53,985 $1.6M
F&V Capital Management, LLC 0.40% No change 53,959 $1.6M
Bryn Mawr Trust Advisors, LLC 0.08% Add +2.6% 53,743 $1.6M
TD Waterhouse Canada Inc. 0.01% Reduce -1.1% 52,827 $1.5M
Kornitzer Capital Management Inc. 0.03% No change 52,650 $1.5M
Argent Advisors, Inc. 0.57% No change 52,605 $1.5M
Patten Group, Inc. 0.34% Add +4.6% 52,597 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.32% No change 52,568 $1.5M
J.W. Cole Advisors, Inc. 0.06% Reduce -2.5% 52,513 $1.5M
Banco Santander, S.A. 0.02% Reduce -29.4% 52,439 $1.5M
Cadence Bank 0.11% Reduce -0.4% 52,386 $1.5M
R.H. Dinel Investment Counsel, Inc. 0.95% No change 52,350 $1.5M
Meridian Wealth Advisors, LLC 0.25% Reduce -0.9% 52,348 $1.5M
Roanoke Asset Management Corp./ NY 0.49% Add +0.1% 52,321 $1.5M
Windsor Advisory Group, LLC 1.70% Reduce -49.9% 51,673 $1.5M
Clearstead Advisors, LLC 0.02% Add +2.2% 51,032 $1.5M
SpiderRock Advisors, LLC 0.03% Reduce -4.7% 50,903 $1.5M
Robertson Stephens Wealth Management, LLC 0.05% No change 50,611 $1.5M
E&G Advisors, LLC 0.41% Reduce -1.9% 50,668 $1.5M
Lakewood Asset Management LLC 1.00% Add +0.0% 50,168 $1.5M
Synovus Financial Corp. 0.02% Add +20.0% 50,140 $1.5M
GFS Advisors, LLC 0.31% Add +8233.3% 50,000 $1.5M
American Assets Investment Management, LLC 0.13% No change 50,000 $1.5M
CMG Global Holdings, LLC 0.81% Add +0.1% 49,404 $1.4M
Voya Financial Advisors, Inc. 0.15% Reduce -12.7% 49,155 $1.4M
Quantum Private Wealth, LLC 0.48% Add +0.6% 48,762 $1.4M
Schnieders Capital Management LLC 0.27% Add +0.2% 48,453 $1.4M
Capital Investment Advisory Services, LLC 0.13% Reduce -0.0% 48,219 $1.4M
Jones Financial Companies LLLP 0.00% Add +395.9% 47,642 $1.4M
LMCG Investments, LLC 0.08% No change 47,317 $1.4M
Addison Capital Co 0.56% Add +174.3% 47,315 $1.4M
WealthTrust Axiom LLC 0.41% Add +56.1% 47,213 $1.4M
Transform Wealth, LLC 0.09% Add +0.1% 46,853 $1.4M
Silver Lake Advisory, LLC 0.30% Add +1.5% 46,852 $1.4M
Arkadios Wealth Advisors 0.08% Add +0.0% 46,591 $1.4M
Moseley Investment Management Inc. 0.54% Reduce -2.1% 46,573 $1.4M
VELA Investment Management, LLC 0.46% No change 46,541 $1.4M
LRI Investments, LLC 0.13% Add +84.3% 43,728 $1.3M
McElhenny Sheffield Capital Management, LLC 0.44% Reduce -0.8% 46,256 $1.3M
Capital City Trust Co. 0.33% Reduce -1.1% 46,243 $1.3M
Pinnacle Financial Partners Inc 0.03% Reduce -0.0% 46,204 $1.3M
1776 Wealth LLC 0.61% Add +0.1% 45,991 $1.3M
Pennsylvania Capital Management Inc. 0.47% Reduce -6.7% 45,041 $1.3M
Parkside Financial Bank & Trust 0.18% Reduce -0.1% 44,999 $1.3M
L. Roy Papp & Associates, LLP 0.16% New 44,956 $1.3M
Mgo One Seven LLC 0.06% Add +4.2% 44,919 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +84.6% 44,690 $1.3M
International Assets Investment Management, LLC 0.10% Add +1.5% 44,223 $1.3M
Jamison Private Wealth Management, Inc. 0.20% Add +0.2% 44,157 $1.3M
BBR Partners, LLC 0.10% Add +82.8% 44,150 $1.3M
Ascentis Independent Advisors 0.20% Add +17.8% 43,986 $1.3M
Red Door Wealth Management, LLC 0.21% Add +1.1% 43,955 $1.3M
Wellington Shields & Co., LLC 0.39% Reduce -1.1% 43,670 $1.3M
Objectivity Squared, LLC 0.88% Add +1.8% 42,571 $1.3M
Country Club Bank 0.08% Reduce -0.3% 42,855 $1.3M
Magnus Financial Group LLC 0.13% Add +5.9% 42,779 $1.2M
Parallel Advisors, LLC 0.03% Reduce -7.0% 42,457 $1.2M
Sweet Financial Partners, LLC 0.26% Add +0.2% 41,262 $1.2M
Atria Investments, Inc 0.01% Reduce -4.7% 41,258 $1.2M
Bogart Wealth, LLC 0.06% Reduce -0.0% 41,192 $1.2M
SeaBridge Investment Advisors LLC 0.29% Reduce -2.1% 41,099 $1.2M
Essex Financial Services, Inc. 0.09% Reduce -1.1% 41,083 $1.2M
Pointe Capital Management LLC 0.69% Add +0.1% 40,524 $1.2M
Geneva Partners, LLC 0.51% No change 40,250 $1.2M
Asset Dedication, LLC 0.08% No change 40,204 $1.2M
Novak & Powell Financial Services, Inc. 0.68% Add +1.3% 40,182 $1.2M
Quantum Portfolio Management LLC 0.63% Reduce -20.0% 39,863 $1.2M
World Investment Advisors 0.04% Add +47.7% 39,750 $1.2M
Lanark Financial, Inc. 0.10% Reduce -2.3% 39,760 $1.2M
Veracity Capital LLC 0.44% Add +1.6% 39,656 $1.2M
Focus Partners Advisor Solutions, LLC 0.02% Add +196.4% 39,448 $1.1M
Grassi Investment Management 0.10% Reduce -2.5% 39,200 $1.1M
Ameritas Advisory Services, LLC 0.05% Reduce -49.3% 39,046 $1.1M
Merit Financial Group, LLC 0.03% Add +15.6% 39,012 $1.1M
Moloney Securities Asset Management, LLC 0.15% Reduce -18.6% 38,911 $1.1M
Albert D Mason Inc. 0.72% Add +2.6% 38,886 $1.1M
HM Payson & Co. 0.02% Add +8.7% 38,473 $1.1M
Overbrook Management Corp 0.26% No change 38,241 $1.1M
Griffin Asset Management, Inc. 0.12% Add +0.7% 38,059 $1.1M
Waterfront Wealth Inc. 0.27% Add +1.5% 37,244 $1.1M
Fidelis Capital Partners, LLC 0.13% Add +1.6% 37,374 $1.1M
Global Retirement Partners, LLC 0.03% Reduce -14.1% 36,810 $1.1M
Stokes Capital Advisors, LLC 0.27% No change 36,778 $1.1M
AE Wealth Management LLC 0.01% Add +4.6% 36,643 $1.1M
Eaton Financial Holdings Company, LLC 0.43% — 36,623 $1.1M
Park Avenue Securities LLC 0.01% Add +4.2% 36,633 $1.1M
Searle & Co. 0.26% No change 36,288 $1.1M
Optimum Investment Advisors 0.45% Reduce -7.9% 36,046 $1.0M
Cascade Financial Partners, LLC 0.13% No change 35,809 $1.0M
Whitener Capital Management, Inc. 0.29% Reduce -0.9% 35,594 $1.0M
Perissos Private Wealth Management, LLC 0.83% Add +1.4% 35,461 $1.0M
CORDA Investment Management, LLC. 0.08% New 35,445 $1.0M
Anchor Investment Management, LLC 0.10% Reduce -1.4% 35,335 $1.0M
Matthew Goff Investment Advisor, LLC 0.20% No change 35,261 $1.0M
NorthRock Partners, LLC 0.03% Add +5.8% 35,081 $1.0M
Sigma Planning Corp 0.03% Reduce -10.7% 35,045 $1.0M
Galvin, Gaustad & Stein, LLC 0.09% Add +3.0% 34,810 $1.0M
Creative Financial Designs Inc. 0.09% Add +1389.5% 34,706 $1.0M
Wesbanco Bank Inc. 0.03% Reduce -1.3% 34,616 $1.0M
Capital Advisors Inc. 0.02% Reduce -92.9% 34,581 $1.0M
NTV Asset Management LLC 0.13% No change 34,506 $1.0M
DF Dent & Co. Inc. 0.01% Reduce -7.0% 34,182 $995K
Rwa Wealth Partners, LLC 0.01% Add +2.5% 34,138 $994K
Northern Financial Advisors Inc 0.75% No change 33,924 $988K
Aull & Monroe Investment Management Corp 0.46% No change 33,831 $985K
Transcend Capital Advisors, LLC 0.07% Add +0.1% 33,826 $985K
Quadrant Capital Group LLC 0.07% Add +1.4% 33,824 $985K
Beverly Hills Private Wealth, LLC 0.20% Reduce -4.2% 33,491 $975K
SteelPeak Wealth, LLC 0.04% Reduce -1.5% 33,400 $972K
Mosaic Family Wealth Partners, LLC 0.14% Reduce -8.0% 33,361 $971K
Wilkinson Global Asset Management LLC 0.06% Reduce -11.8% 33,350 $971K
Kingsview Wealth Management, LLC 0.02% Add +0.5% 33,336 $970K
Pasadena Private Wealth, LLC 0.21% Add +15.9% 33,192 $966K
Chicago Capital, LLC 0.03% Reduce -2.8% 33,054 $962K
Financial Counselors Inc. 0.01% Add +2.5% 32,787 $954K
FSM Wealth Advisors, LLC 0.25% Add +0.9% 32,698 $952K
Hartford Financial Management Inc. 0.19% No change 32,645 $950K
WCG Wealth Advisors LLC 0.06% Reduce -0.2% 32,467 $945K
Associated Banc-Corp 0.03% Reduce -0.3% 32,345 $942K
Quad-Cities Investment Group, LLC 0.47% Add +9.8% 32,243 $939K
Simplex Trading, LLC 0.03% Reduce -74.4% 32,014 $931K
Smart Money Group LLC 0.33% Add +8.9% 32,390 $928K
Uhlmann Price Securities, LLC 0.74% — 31,867 $928K
Larson Financial Group LLC 0.05% Add +394.6% 31,829 $927K
Plan Group Financial, LLC 0.49% Add +12.1% 31,678 $922K
Frisch Financial Group, Inc. 0.28% No change 31,652 $921K
Summit Financial, LLC 0.04% Add +0.2% 31,632 $921K
CFO4Life Group, LLC 0.16% Add +0.5% 31,529 $918K
Callan Capital, LLC 0.06% Add +1.4% 31,482 $916K
Tru Independence Asset Management 2, LLC 0.77% — 31,402 $914K
Blue Owl Capital Holdings LP 0.18% New 31,290 $911K
Tyche Wealth Partners LLC 0.21% Add +1.3% 31,219 $909K
Integrated Advisors Network LLC 0.04% Add +55.3% 30,878 $899K
SeaCrest Wealth Management, LLC 0.10% Add +34.4% 30,801 $897K
Harbour Investments, Inc. 0.03% Add +0.6% 30,684 $893K
South Street Advisors LLC 0.14% No change 30,680 $893K
Waters Parkerson & Co., LLC 0.05% Add +4.1% 30,542 $889K
Stablepoint Partners, LLC 0.16% No change 30,418 $885K
Gsa Capital Partners LLP 0.07% Reduce -25.8% 30,382 $884K
Valley National Advisers Inc. 0.16% Reduce -6.5% 30,346 $883K
Round Rock Advisors LLC 0.21% Reduce -32.3% 30,326 $883K
Russell Investments Group, Ltd. 0.00% Add +0.9% 30,250 $881K
Hilltop National Bank 0.27% No change 30,177 $878K
Monetary Management Group Inc. 0.23% Reduce -3.2% 30,160 $878K
Cresta Advisors, Ltd. 0.46% Add +1.7% 30,077 $876K
Atalanta Sosnoff Capital, LLC 0.02% No change 30,000 $873K
Welch & Forbes LLC 0.01% Add +2.9% 29,988 $873K
Fiduciary Trust Co 0.01% Reduce -2.8% 29,957 $872K
Beam Wealth Advisors, Inc. 0.26% Add +2.8% 29,952 $872K
Burford Brothers, Inc. 0.45% Add +12.8% 29,692 $864K
Ami Investment Management Inc. 0.29% Reduce -1.4% 29,633 $863K
Vista Investment Partners LLC 0.28% Add +0.1% 29,599 $862K
Virtus Advisers, LLC 0.40% Add +3.4% 29,572 $861K
Tiaa Trust, National Association 0.00% Add +0.5% 29,527 $860K
Advisor OS, LLC 0.09% Add +0.1% 29,519 $859K
Guyasuta Investment Advisors Inc. 0.05% Add +2.3% 29,478 $858K
Principal Securities, Inc. 0.02% Add +7.0% 29,368 $855K
Spire Wealth Management 0.03% Reduce -7.9% 29,234 $851K
CWA Asset Management Group, LLC 0.04% — 28,964 $843K
Allen Wealth Management, LLC 0.58% Reduce -2.7% 28,921 $842K
McAdam, LLC 0.05% Reduce -0.1% 28,645 $834K
Rockwood Wealth Management, LLC 0.09% No change 28,541 $831K
Turtle Creek Wealth Advisors, LLC 0.17% Add +9.7% 28,470 $829K
Forum Financial Management, LP 0.01% Add +0.1% 28,364 $826K
Rede Wealth, LLC 0.32% Add +0.3% 28,361 $826K
Claro Advisors Inc. 0.11% No change 28,278 $823K
Summit Trail Advisors, LLC 0.02% Add +11.7% 28,055 $817K
CENTRAL TRUST Co 0.02% Reduce -6.0% 28,017 $816K
Home Federal Bank of Tennessee 0.23% Reduce -0.4% 27,960 $814K
Mayflower Financial Advisors, LLC 0.12% Add +16.1% 27,858 $811K
United Capital Financial Advisors, LLC 0.01% Add +6.8% 27,644 $805K
Root Financial Partners, LLC 0.13% New 27,532 $801K
Wedmont Private Capital 0.05% Reduce -14.3% 26,907 $795K
Brookstone Capital Management 0.01% Add +0.3% 27,234 $793K
Investors Research Corp 0.17% Add +1.2% 27,200 $792K
Brighton Jones LLC 0.03% Reduce -0.1% 27,195 $792K
Ranch Capital Advisors Inc. 0.37% Reduce -0.5% 27,052 $787K
Fortem Financial Group, LLC 0.32% Add +25.1% 26,988 $786K
Muhlenkamp & Co. Inc. 0.24% Add +8.1% 26,855 $782K
Kovack Advisors, Inc. 0.08% Reduce -12.1% 26,339 $767K
Mather Group, Llc. 0.01% Reduce -11.8% 26,272 $765K
Narwhal Capital Management 0.07% Reduce -35.5% 26,200 $763K
Citizens Financial Group Inc. 0.02% Add +78.2% 26,091 $760K
Allworth Financial LP 0.00% Add +56.3% 25,966 $756K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% No change 25,949 $755K
White Pine Investment CO 0.21% No change 25,780 $750K
HBW Advisory Services LLC 0.11% Add +0.0% 25,538 $743K
Firestone Capital Management 0.19% No change 25,503 $742K
Requisite Capital Management, LLC 0.15% Reduce -15.1% 25,367 $738K
Stockman Wealth Management, Inc. 0.11% Add +2.4% 25,322 $737K
Ellenbecker Investment Group 0.14% Add +1.5% 25,247 $735K
Geneos Wealth Management Inc. 0.03% Reduce -7.9% 25,153 $732K
Perritt Capital Management Inc 0.38% Add +0.1% 25,119 $731K
RBF Capital, LLC 0.04% No change 25,000 $728K
Platform Technology Partners 0.23% Reduce -7.7% 24,729 $720K
Almanack Investment Partners, LLC. 0.11% Reduce -0.8% 24,701 $719K
Evermay Wealth Management LLC 0.12% Reduce -4.8% 24,614 $717K
Ieq Capital, LLC 0.01% Add +3.4% 24,579 $715K
Mission Wealth Management, LP 0.02% Reduce -4.4% 24,404 $710K
Aspen Grove Capital, LLC 0.16% Add +0.1% 24,389 $710K
Crawford Investment Counsel Inc. 0.01% No change 24,349 $709K
AlphaStar Capital Management, LLC 0.06% Add +164.8% 24,309 $708K
Pine Valley Investments Ltd Liability Co 0.05% Add +1.3% 24,290 $707K
Olistico Wealth, LLC 0.43% No change 24,242 $706K
Per Stirling Capital Management, LLC. 0.10% Add +0.1% 24,205 $705K
O'shaughnessy Asset Management, LLC 0.01% Add +5.2% 23,863 $704K
Heritage Investors Management Corp. 0.02% Reduce -4.0% 24,160 $703K
Jane Street Group, LLC 0.00% Reduce -75.6% 24,130 $702K
Merrion Investment Management Co, LLC 0.46% No change 24,025 $699K
Angeles Wealth Management, LLC 0.06% Add +18.6% 23,950 $697K
Townsquare Capital LLC 0.01% Add +35.0% 23,920 $696K
Steele Capital Management, Inc. 0.04% Add +26.5% 23,847 $694K
Venture Visionary Partners LLC 0.03% Reduce -20.5% 23,665 $689K
Goodman Financial Corp 0.15% Add +1.3% 23,641 $688K
Addis & Hill, Inc 0.53% Add +1.3% 23,630 $688K
Balentine LLC 0.03% No change 23,249 $677K
Ellis Investment Partners, LLC 0.13% Add +0.2% 23,205 $676K
Tranquility Partners, LLC 0.24% Add +1.5% 23,204 $675K
Austin Wealth Management, LLC 0.15% No change 22,718 $673K
Ipswich Investment Management Co., Inc. 0.16% No change 23,127 $673K
Certified Advisory Corp 0.07% Add +68.6% 23,077 $672K
Avantax Planning Partners, Inc. 0.02% Add +15.2% 23,018 $670K
Atlanta Consulting Group Advisors, LLC 0.17% New 23,008 $670K
KCM Investment Advisors LLC 0.02% Reduce -5.2% 22,913 $667K
Advus Financial Partners, LLC 0.19% Add +4.2% 22,748 $662K
RiverGlades Family Offices LLC 0.47% No change 22,723 $661K
Arete Wealth Advisors, LLC 0.06% Reduce -29.5% 22,744 $661K
Ellsworth Advisors, LLC 0.17% Add +3.1% 22,642 $659K
Cascade Investment Advisors, Inc. 0.42% No change 22,626 $659K
Shepherd Kaplan Krochuk, LLC 0.49% No change 22,538 $656K
Guggenheim Capital LLC 0.00% Add +14.6% 22,481 $654K
Morton Capital Management LLC 0.13% Add +1.0% 22,470 $654K
Kingswood Wealth Advisors, LLC 0.05% Add +6.8% 22,350 $651K
Cornerstone Wealth Management, LLC 0.05% Reduce -0.5% 22,218 $647K
Samjo Management, LLC 0.22% No change 22,100 $643K
HFG Advisors, Inc. 0.57% Add +125.0% 22,050 $642K
HBK Sorce Advisory LLC 0.02% Reduce -6.0% 21,914 $638K
Sargent Investment Group, LLC 0.11% Add +2.3% 21,905 $638K
TBH Global Asset Management, LLC 0.14% Reduce -1.6% 21,888 $637K
Epiq Partners, LLC 0.36% No change 21,860 $636K
Clayton Financial Group LLC 0.24% Add +29.4% 21,847 $636K
Powers Advisory Group, LLC 0.32% Add +1.3% 21,826 $635K
TCW Group Inc. 0.01% Reduce -43.3% 21,772 $634K
Archer Investment Corp 0.17% Add +0.0% 21,641 $630K
Personal Cfo Solutions, LLC 0.09% Add +0.1% 21,610 $629K
Fiduciary Group, LLC 0.06% Add +18.4% 21,604 $629K
Nwam LLC 0.04% New 21,597 $629K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.3% 21,591 $629K
Jacobi Capital Management LLC 0.05% Add +2.4% 21,580 $628K
Bank of Montreal 0.00% Reduce -15.4% 21,460 $626K
American National Bank & Trust 0.07% No change 21,509 $626K
Silvia McColl Wealth Management, LLC 0.47% Add +3.1% 21,502 $626K
Family Manage LLC 0.10% Add +83.5% 21,235 $618K
Charter Research & Investment Group, Inc. 0.45% No change 21,160 $616K
Pegasus Partners Ltd. 0.06% No change 21,123 $615K
RDA Financial Network 0.19% Add +0.7% 21,109 $614K
BIP Wealth, LLC 0.04% New 21,088 $614K
Leo Wealth, LLC 0.06% Reduce -9.3% 21,079 $614K
Rehmann Capital Advisory Group 0.04% Reduce -7.0% 21,059 $613K
First Heartland Consultants, Inc. 0.07% Reduce -82.8% 21,068 $613K
Walter & Keenan Wealth Management LLC /in/ 0.19% No change 21,048 $613K
Pettinga Financial Advisors LLC 0.14% Reduce -0.2% 20,959 $610K
Tradition Wealth Management, LLC 0.05% Add +1.1% 20,958 $610K
Mill Creek Capital Advisors, LLC 0.01% Reduce -16.1% 20,938 $610K
Wealth Alliance, LLC 0.07% Reduce -8.8% 20,929 $609K
Zega Financial, LLC 0.20% Add +1.7% 20,870 $608K
Brown Miller Wealth Management, LLC 0.24% Add +0.1% 20,815 $606K
Bleakley Financial Group, LLC 0.02% Reduce -1.3% 20,736 $604K
Sabal Trust CO 0.03% Reduce -12.3% 20,651 $601K
PSI Advisors, LLC 0.18% Reduce -2.1% 20,632 $601K
MTM Investment Management, LLC 0.23% No change 20,197 $600K
Private Wealth Partners, LLC 0.05% New 20,500 $597K
Gladstone Institutional Advisory LLC 0.03% Add +4.3% 20,436 $595K
BSW Wealth Partners 0.09% Add +0.5% 20,395 $594K
Patriot Investment Management Group, Inc. 0.04% Add +1.0% 20,317 $591K
JFG Wealth Management, LLC 0.16% Add +4.6% 20,280 $590K
J.P. Marvel Investment Advisors, LLC 0.10% No change 20,247 $589K
Capital Advisory Group Advisory Services, LLC 0.23% Add +10.2% 20,070 $584K
Liberty Capital Management, Inc. 0.13% No change 20,054 $584K
Cresset Asset Management, LLC 0.00% No change 20,048 $584K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.22% Add +0.3% 20,012 $583K
Romano Brothers and Company 0.07% No change 20,008 $582K
Apollon Financial, LLC 0.17% No change 20,000 $582K
Townsend Asset Management Corp. /NC/ 0.21% Add +1.7% 19,697 $573K
Sippican Capital Advisors 0.40% Add +0.4% 19,630 $571K
North Star Investment Management Corp. 0.04% Add +0.3% 19,598 $571K
King Wealth Management Group 0.09% No change 19,526 $568K
Milestone Asset Management, LLC 0.13% Add +0.5% 19,496 $568K
Modus Advisors, LLC 0.19% Add +0.0% 19,462 $567K
Register Financial Advisors LLC 0.29% Reduce -1.2% 19,313 $562K
Partners Group Holding AG 0.04% Add +7.2% 19,306 $562K
First Horizon Advisors, Inc. 0.02% Reduce -11.9% 19,232 $560K
Clifford Swan Investment Counsel LLC 0.02% Reduce -9.4% 19,218 $559K
Allen Investment Management, LLC 0.01% New 18,987 $553K
Dorsey & Whitney Trust CO LLC 0.03% Add +6.5% 18,862 $549K
Davis Investment Partners, LLC 0.23% Add +0.4% 18,619 $549K
Westover Capital Advisors, LLC 0.10% No change 18,744 $546K
Albion Financial Group 0.04% No change 18,712 $545K
Stratos Wealth Advisors, LLC 0.02% Add +3.9% 18,602 $542K
Fairman Group, LLC 0.49% Add +15.0% 18,571 $541K
St Germain D J Co. Inc. 0.02% No change 18,570 $541K
Violich Capital Management, Inc. 0.07% Add +3.3% 18,550 $540K
Modera Wealth Management, LLC 0.01% Add +4.5% 18,508 $539K
TCV Trust & Wealth Management, Inc. 0.05% No change 18,450 $537K
Hodges Capital Management Inc. 0.03% No change 18,417 $536K
Eagle Ridge Investment Management 0.05% No change 18,332 $534K
Chapin Davis, Inc. 0.17% Reduce -2.2% 18,299 $533K
Collaborative Wealth Managment Inc. 0.24% Add +2.2% 18,241 $531K
Tocqueville Asset Management L.P. 0.01% No change 18,187 $529K
Jaffetilchin Investment Partners, LLC 0.04% Add +1.5% 18,170 $529K
Asset Allocation Strategies LLC 0.15% Add +19.5% 18,161 $529K
Reynders McVeigh Capital Management, LLC 0.03% Reduce -4.0% 18,096 $527K
Badgley Phelps Wealth Managers, LLC 0.01% New 18,101 $527K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +1.4% 18,084 $526K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% Reduce -3.7% 18,000 $524K
United Asset Strategies, Inc. 0.05% Add +1.5% 17,974 $523K
Walker Asset Management, LLC 0.32% Add +1.8% 17,969 $523K
Journey Strategic Wealth LLC 0.02% Add +126.3% 17,938 $522K
Redwood Wealth Management Group, LLC 0.26% Reduce -4.2% 17,905 $521K
HWG Holdings LP 0.18% Add +128.8% 17,890 $521K
Schmidt P J Investment Management Inc. 0.09% No change 17,760 $517K
NBT Bank, N.A. 0.03% No change 17,748 $517K
Canton Hathaway, LLC 0.13% No change 17,600 $512K
Fisher Asset Management 0.00% Reduce -24.2% 17,576 $512K
Advisors Management Group Inc. 0.12% Add +0.1% 17,539 $511K
Smithfield Trust Co 0.03% No change 17,570 $511K
FineMark National Bank & Trust 0.02% Reduce -7.9% 17,413 $507K
Avior Wealth Management, LLC 0.02% Add +46.2% 17,409 $507K
Old North State Wealth Management, LLC 0.28% Add +4.4% 17,219 $501K
Strategic Financial Concepts, LLC 0.16% Reduce -96.7% 17,137 $499K
Executive Wealth Management, LLC 0.04% New 17,116 $498K
Millennium Capital Advisors, LLC 0.32% Add +0.2% 17,056 $497K
Salvus Wealth Management, LLC 0.30% Add +0.0% 17,052 $496K
Marcum Wealth, LLC 0.05% Reduce -0.1% 17,042 $496K
Patten & Patten Inc. 0.03% Reduce -2.0% 16,990 $495K
Weinberger Asset Management, Inc 0.21% No change 16,900 $492K
Cornerstone Advisory, LLC 0.06% Add +88.0% 16,877 $491K
MSH Capital Advisors LLC 0.15% Add +19.8% 16,855 $491K
Cedar Wealth Management, LLC 0.15% Add +2.8% 16,764 $488K
Van Cleef Asset Management,Inc 0.05% No change 16,748 $488K
Curated Wealth Partners LLC 0.06% No change 16,670 $485K
Private Trust Co. NA 0.05% Reduce -24.4% 16,667 $485K
CreativeOne Wealth, LLC 0.02% Add +1.1% 16,621 $484K
Delta Asset Management LLC 0.04% Reduce -3.5% 16,607 $483K
Empirical Asset Management, LLC 0.17% Add +2.8% 16,491 $480K
Shufro Rose & Co. LLC 0.04% No change 16,515 $479K
Calydon Capital 0.08% Add +2.7% 16,470 $478K
Heirloom Wealth Management 0.15% No change 16,319 $475K
New Vernon Investment Management LLC 0.51% No change 16,271 $474K
Fortitude Advisory Group L.L.C. 0.30% Add +0.7% 16,149 $470K
Whalerock Point Partners, LLC 0.12% Add +6.6% 16,148 $470K
Insigneo Advisory Services, LLC 0.05% Add +10.0% 16,112 $469K
Alpha Cubed Investments, LLC 0.02% Add +0.3% 16,103 $469K
Garrison Bradford & Associates Inc. 0.46% Reduce -11.7% 16,050 $467K
Creekside Partners 0.24% No change 15,980 $465K
Good Life Advisors, LLC 0.03% Add +21.6% 15,913 $463K
Crumly & Associates Inc. 0.13% Add +3.1% 15,898 $463K
Valued Retirements, Inc. 0.64% No change 15,890 $463K
Western Wealth Management, LLC 0.03% Add +91.3% 15,779 $459K
Sfmg, LLC 0.04% No change 15,746 $458K
Florida Trust Wealth Management Co 0.01% Reduce -9.0% 15,745 $458K
PFG Advisors 0.03% Add +25.2% 15,734 $458K
Tidal Investments LLC 0.01% Reduce -31.2% 15,678 $456K
SignalPoint Asset Management, LLC 0.11% Add +1.8% 15,608 $455K
American Institute for Advanced Investment Management, LLP 0.33% Add +9.5% 15,635 $455K
Csenge Advisory Group 0.02% Reduce -0.8% 15,422 $454K
Crestwood Advisors Group, LLC 0.01% Reduce -11.9% 15,592 $454K
Stokes Family Office, LLC 0.05% Reduce -3.4% 15,590 $454K
Leading Edge Financial Planning LLC 0.15% Add +1.0% 15,532 $452K
Howe & Rusling Inc. 0.04% Add +0.1% 15,517 $452K
Summa Corp. 0.22% No change 15,500 $451K
Oder Investment Management, LLC 0.38% Add +7.2% 15,309 $446K
Saxon Interests, Inc. 0.20% Reduce -2.9% 15,308 $446K
Palumbo Wealth Management LLC 0.17% No change 15,306 $446K
Summit Asset Management, LLC 0.05% Add +22.5% 15,293 $445K
Arvest Bank Trust Division 0.03% — 15,282 $445K
Port Capital LLC 0.02% No change 15,250 $444K
FAS Wealth Partners, Inc. 0.04% Add +0.4% 15,250 $444K
Dearborn Partners LLC 0.02% No change 15,241 $444K
Thoroughbred Financial Services, LLC 0.03% No change 15,161 $441K
Woodward Diversified Capital, LLC 0.28% No change 15,100 $440K
Wealth Alliance Advisory Group, LLC 0.09% Add +7.3% 15,097 $439K
Allen Capital Group, LLC 0.06% Add +1.8% 15,050 $438K
Nicolet Advisory Services, LLC 0.04% Reduce -1.8% 14,749 $437K
Whittier Trust Co. 0.01% Reduce -3.3% 15,007 $437K
Plancorp, LLC 0.02% New 14,970 $436K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -0.8% 14,950 $435K
Adalta Capital Management LLC 0.22% Reduce -0.8% 14,925 $434K
Carnegie Investment Counsel 0.01% Reduce -7.7% 14,876 $433K
Financial Advocates Investment Management 0.02% Add +0.7% 14,839 $432K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +7.2% 14,823 $431K
Gould Asset Management LLC 0.09% Add +0.0% 14,796 $431K
ORBA Wealth Advisors, L.L.C. 0.22% Add +0.2% 14,764 $430K
Lake Street Advisors Group, LLC 0.02% Add +2.2% 14,748 $429K
Fifth Third Bancorp 0.00% Add +1.0% 14,718 $428K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.9% 14,712 $428K
Concourse Financial Group Securities, Inc. 0.03% Reduce -6.7% 14,687 $428K
Formidable Asset Management, LLC 0.07% Reduce -0.1% 14,604 $425K
BancFirst Trust & Investment Management 0.14% No change 14,530 $424K
Peak Planning Group, LLC 0.19% Reduce -8.0% 14,556 $424K
Cerro Pacific Wealth Advisors LLC 0.16% No change 14,589 $423K
Harbor Investment Advisory, LLC 0.04% No change 14,505 $422K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -11.8% 14,439 $420K
Next Level Private LLC 0.17% Add +1.7% 14,434 $420K
Hardy Reed LLC 0.04% No change 14,400 $419K
Keystone Wealth Services, LLC 0.12% New 14,389 $419K
Douglas Lane & Associates, LLC 0.01% Reduce -13.3% 14,372 $418K
Natixis Advisors, LLC 0.00% Reduce -20.5% 14,349 $418K
Bahl & Gaynor LLC 0.00% Add +80.0% 14,351 $418K
Colonial River Investments, LLC 0.21% Reduce -3.5% 14,346 $418K
Diamant Asset Management, Inc. 0.26% No change 14,270 $415K
Beaumont Financial Advisors, LLC 0.03% Reduce -73.1% 14,262 $415K
Matrix Private Capital Group LLC 0.24% No change 14,258 $415K
Ingalls & Snyder LLC 0.02% Reduce -4.8% 14,252 $415K
Bison Wealth, LLC 0.07% Reduce -40.9% 14,219 $414K
Detalus Advisors, LLC 0.14% No change 14,187 $413K
Citizens National Bank Trust Department 0.09% Reduce -6.6% 14,170 $412K
Douglass Winthrop Advisors, LLC 0.01% No change 14,156 $412K
Prairie Sky Financial Group LLC 0.23% Add +2.0% 14,128 $411K
Highlander Partners, L.P. 0.24% No change 14,000 $411K
Axxcess Wealth Management, LLC 0.01% Reduce -5.7% 14,021 $408K
Castleview Partners, LLC 0.23% No change 14,000 $408K
Capasso Planning Partners LLC 0.12% No change 14,000 $408K
Naples Global Advisors, LLC 0.04% Add +7.8% 13,909 $405K
Estabrook Capital Management 0.06% No change 13,890 $404K
Arax Advisory Partners 0.04% Add +0.8% 13,879 $404K
Hudson Value Partners, LLC 0.16% Reduce -9.8% 13,873 $404K
Jump Financial, LLC 0.01% Reduce -88.7% 13,842 $403K
Hobbs Group Advisors, LLC 0.14% Add +0.2% 13,831 $403K
Keudell/Morrison Wealth Management 0.11% Add +19.1% 13,809 $402K
Orion Porfolio Solutions, LLC 0.00% Add +18.7% 13,808 $402K
Orion Portfolio Solutions, LLC 0.00% Add +18.7% 13,808 $402K
Cypress Capital Management LLC (WY) 0.43% No change 13,775 $401K
Schear Investment Advisers, LLC 0.25% No change 13,751 $400K
Waterloo Capital, L.P. 0.04% Reduce -4.0% 13,623 $397K
Bluefin Capital Management, LLC 0.43% Reduce -20.9% 13,600 $396K
JT Stratford LLC 0.07% New 13,598 $396K
Diversify Advisory Services, LLC 0.02% Add +0.3% 13,647 $395K
Quent Capital, LLC 0.04% No change 13,534 $394K
Next Capital Management LLC 0.16% New 13,393 $390K
Cornell Pochily Investment Advisors, Inc. 0.14% Reduce -3.9% 13,364 $389K
Diversified Trust Co. 0.01% No change 13,301 $387K
Patron Partners, LLC 0.21% Add +1.3% 13,148 $383K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +17.2% 13,100 $381K
Jeppson Wealth Management, LLC 0.14% Reduce -0.3% 13,061 $380K
Magnolia Capital Management Ltd. 0.30% Add +15.2% 13,015 $379K
Kingfisher Capital LLC 0.09% No change 13,000 $378K
Chesley Taft & Associates LLC 0.02% No change 13,000 $378K
Advisors Capital Management, LLC 0.01% No change 12,988 $378K
Bristlecone Advisors, LLC 0.03% No change 12,976 $378K
HHM Wealth Advisors, LLC 0.05% Reduce -3.7% 12,915 $376K
Clare Market Investments LLC 0.10% Reduce -31.6% 12,893 $375K
1620 Investment Advisors, Inc. 0.28% Add +0.5% 12,875 $375K
Duncker Streett & Co. Inc. 0.07% Reduce -0.8% 12,860 $374K
Argent Financial Group, Inc. 0.04% — 12,812 $373K
Walled Lake Planning & Wealth Management, LLC 0.14% Add +0.2% 12,804 $373K
Welch Group, LLC 0.02% Reduce -1.0% 12,801 $373K
Pflug Koory, LLC 0.02% — 12,796 $372K
Meridian Wealth Management, LLC 0.02% New 12,795 $372K
EverSource Wealth Advisors, LLC 0.02% Add +6.8% 12,726 $370K
Sittner & Nelson, LLC 0.17% Add +28.5% 12,726 $370K
Royal Harbor Partners, LLC 0.14% No change 12,686 $369K
SkyOak Wealth, LLC 0.08% No change 12,678 $369K
WASHINGTON TRUST Co 0.01% Add +2.0% 12,662 $369K
Finer Wealth Management, Inc. 0.23% Reduce -15.7% 12,638 $368K
Members Trust Co 0.01% Reduce -6.7% 12,570 $366K
NewEdge Wealth, LLC 0.01% Reduce -18.5% 12,556 $366K
Silverlake Wealth Management LLC 0.14% Add +0.6% 12,528 $365K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.14% No change 12,512 $364K
Norman Fields, Gottscho Capital Management, LLC 0.12% No change 12,490 $364K
Zacks Investment Management 0.00% Add +0.5% 12,493 $364K
Stonegate Investment Group, LLC 0.01% Add +9.3% 12,481 $363K
Burney Co./ 0.01% No change 12,440 $362K
WMS Partners, LLC 0.02% Reduce -9.1% 12,415 $361K
Toth Financial Advisory Corp. 0.04% Reduce -0.4% 12,355 $360K
Cynosure Group, LLC 0.05% New 12,298 $358K
Bank of New Hampshire 0.09% Reduce -7.6% 12,223 $356K
Ashton Thomas Private Wealth, LLC 0.02% Add +11.6% 12,221 $356K
Aviance Capital Partners, LLC 0.05% Add +0.4% 12,175 $354K
Hancock Whitney Corp. 0.01% No change 12,143 $353K
Atlas Brown,Inc. 0.12% No change 12,126 $353K
Osborne Partners Capital Management, LLC 0.02% New 12,058 $351K
Legacy Financial Group, Inc. 0.12% No change 12,190 $349K
AllSquare Wealth Management LLC 0.20% No change 12,000 $349K
Black Swift Group, LLC 0.08% New 12,000 $349K
Austin Private Wealth, LLC 0.03% No change 12,000 $349K
Arkfeld Wealth Strategies, L.L.C. 0.17% Add +0.1% 11,702 $348K
RiverFront Investment Group, LLC 0.01% New 11,920 $347K
Sequent Asset Management, LLC 0.17% Reduce -1.1% 11,886 $346K
Hara Capital LLC 0.21% No change 11,874 $346K
Sandy Spring Bank 0.01% Reduce -11.3% 11,866 $345K
Security National Bank of Sioux City Iowa 0.21% Add +9.3% 11,814 $344K
Plante Moran Financial Advisors, LLC 0.03% No change 11,798 $343K
Nomura Holdings Inc. 0.00% Reduce -99.5% 11,737 $342K
Fulcrum Capital LLC 0.07% No change 11,703 $341K
Arbor Trust Wealth Advisors, LLC 0.18% No change 11,730 $340K
FinTrust Capital Advisors, LLC 0.06% Add +38.3% 11,676 $340K
Outlook Wealth Advisors, LLC 0.10% Reduce -5.6% 11,608 $338K
XTX Topco Ltd 0.02% Reduce -75.5% 11,588 $337K
Davis R M Inc. 0.01% Reduce -38.6% 11,531 $336K
Thompson Investment Management, Inc. 0.05% No change 11,527 $336K
MV Capital Management, Inc. 0.04% No change 11,492 $335K
Penbrook Management LLC 0.22% New 11,490 $334K
Mb, Levis & Associates, LLC 0.16% Add +1.8% 11,423 $333K
Wealth Management Associates, Inc. 0.15% Add +37.5% 11,355 $331K
Verus Capital Partners, LLC 0.03% Reduce -8.7% 11,268 $328K
Auxano Advisors, LLC 0.08% Add +57.3% 11,256 $328K
Wambolt & Associates, LLC 0.09% Add +5.1% 11,160 $327K
Stanley-Laman Group, Ltd. 0.04% No change 11,204 $326K
Lion Street Advisors, LLC 0.11% Add +5.6% 11,201 $326K
Visionary Wealth Advisors 0.02% Reduce -0.4% 11,190 $326K
Phillips Wealth Planners LLC 0.31% Reduce -2.0% 11,105 $324K
Lewis Asset Management, LLC 0.24% Reduce -31.1% 11,075 $322K
Copperwynd Financial, LLC 0.10% Reduce -3.7% 11,045 $322K
Aveo Capital Partners, LLC 0.03% Reduce -2.2% 11,000 $320K
Oak Harvest Investment Services 0.05% Add +1.8% 10,986 $320K
Patrick M Sweeney & Associates, Inc. 0.23% Add +3.1% 10,959 $319K
CVA Family Office, LLC 0.05% Add +0.1% 10,868 $316K
Private Harbour Investment Management & Counsel, LLC 0.33% Reduce -5.2% 10,850 $316K
Beacon Financial Group 0.03% Reduce -0.8% 10,846 $316K
Wealth Effects LLC 0.11% Add +1.2% 10,825 $315K
Abel Hall, LLC 0.21% No change 10,809 $315K
Clarity Financial LLC 0.04% Add +8.8% 10,803 $314K
Arkos Global Advisors 0.05% No change 10,777 $314K
Verdence Capital Advisors LLC 0.03% Add +21.5% 10,784 $314K
Consilium Wealth Advisory, LLC 0.17% No change 10,730 $312K
Aft, Forsyth & Company, Inc. 0.15% Add +1.8% 10,681 $311K
Sovereign Financial Group, Inc. 0.07% No change 10,667 $311K
Conning Inc. 0.01% No change 10,640 $310K
Cypress Capital Group 0.03% Reduce -4.9% 10,628 $309K
Founders Capital Management 0.19% No change 10,619 $309K
Cardiff Park Advisors, LLC 0.03% No change 10,568 $308K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +5.8% 10,555 $307K
MKT Advisors LLC 0.14% Reduce -0.1% 10,425 $307K
Lantern Wealth Advisors, LLC 0.21% No change 10,547 $307K
Bull Street Advisors, LLC 0.14% No change 10,551 $307K
Graypoint LLC 0.02% New 10,540 $307K
49 Wealth Management, LLC 0.05% New 10,529 $307K
Trustmark Bank Trust Department 0.02% No change 10,500 $306K
Checchi Capital Advisers, LLC 0.02% No change 10,500 $306K
Prio Wealth Limited Partnership 0.01% No change 10,474 $305K
Novare Capital Management LLC 0.03% No change 10,425 $303K
Chemistry Wealth Management LLC 0.07% New 10,364 $302K
MCF Advisors LLC 0.02% No change 10,308 $300K
Wealth Advisors of Iowa, LLC 0.15% Add +0.0% 10,286 $299K
Channel Wealth LLC 0.10% No change 10,284 $299K
Quadcap Wealth Management, LLC 0.05% Add +0.6% 10,250 $298K
Sound Income Strategies, LLC 0.02% Reduce -10.2% 10,243 $298K
Whittier Trust Co. of Nevada Inc. 0.01% No change 10,227 $298K
WR Wealth Planners, LLC 0.08% Reduce -30.1% 10,200 $297K
Jefferies Financial Group Inc. 0.01% New 10,177 $296K
Dechtman Wealth Management, LLC 0.06% Add +1.8% 10,166 $296K
Two Sigma Securities, LLC 0.02% New 10,121 $295K
KPP Advisory Services LLC 0.07% Reduce -1.2% 10,101 $294K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.4% 10,079 $293K
Granite Group Advisors, LLC 0.19% No change 10,075 $293K
Farther Finance Advisors, LLC 0.01% Add +56.1% 10,037 $292K
Hyperion Capital Advisors LP 0.14% No change 10,000 $291K
Fermata Advisors, LLC 0.06% Add +15.5% 9,914 $289K
First Bancorp, Inc 0.20% Reduce -4.8% 9,831 $286K
Farnam Financial LLC 0.31% — 9,800 $285K
Mattern Capital Management, LLC 0.04% No change 9,800 $285K
Sandbox Financial Partners, LLC 0.10% Add +0.6% 9,794 $285K
Tyler-Stone Wealth Management 0.05% Add +100.8% 9,757 $284K
Howland Capital Management LLC 0.01% Reduce -4.9% 9,750 $284K
Strategic Wealth Partners, Ltd. 0.03% Add +3.8% 9,731 $283K
Wellington Shields Capital Management, LLC 0.05% No change 9,650 $281K
WFA Asset Management Corp 0.15% Add +1.6% 9,469 $276K
TrinityPoint Wealth, LLC 0.04% Add +0.2% 9,466 $276K
Southland Equity Partners LLC 0.07% Reduce -0.4% 9,418 $274K
Omnia Family Wealth, LLC 0.12% No change 9,384 $273K
Continuum Advisory, LLC 0.03% Reduce -17.7% 8,833 $272K
L & S Advisors Inc 0.03% No change 9,340 $272K
Bridgewealth Advisory Group, LLC 0.10% Reduce -23.8% 9,328 $272K
Mattern Wealth Management LLC 0.06% Add +9.4% 9,325 $271K
Physician Wealth Advisors, Inc. 0.05% No change 9,267 $270K
Carmel Capital Partners, LLC 0.10% Add +12.4% 9,286 $270K
Sendero Wealth Management, LLC 0.04% Add +9.9% 9,195 $268K
Pathway Financial Advisers, LLC 0.12% Add +2862.8% 7,756,006 $266K
Clear Creek Financial Management, LLC 0.03% Add +11.4% 9,136 $266K
Summitry LLC 0.01% No change 9,110 $265K
Emergent Wealth Advisors, LLC 0.20% No change 9,100 $265K
Clearstead Trust, LLC 0.06% Reduce -0.5% 9,058 $264K
Quantinno Capital Management LP 0.00% New 9,050 $263K
Central Valley Advisors, LLC 0.15% No change 9,011 $262K
Sterneck Capital Management, LLC 0.14% No change 9,000 $262K
Alan B Lancz & Associates, Inc. 0.24% No change 8,996 $262K
Souders Financial Advisors 0.04% Add +0.8% 8,975 $261K
Old North State Trust, LLC 0.21% No change 8,955 $261K
LexAurum Advisors, LLC 0.06% Reduce -11.0% 8,925 $260K
Harmony Asset Management LLC 0.10% Add +3.5% 8,912 $259K
Coastline Trust Co 0.03% No change 8,900 $259K
Capital Advisors, Ltd. LLC 0.03% Add +0.3% 8,889 $259K
Goepper Burkhardt LLC 0.11% No change 8,850 $258K
Proficio Capital Partners LLC 0.03% No change 8,820 $257K
Oxford Financial Group, LTD. LLC 0.02% Add +0.6% 8,744 $255K
Full Sail Capital, LLC 0.02% Reduce -10.3% 8,740 $254K
Uptick Partners, LLC 0.11% Add +7.8% 8,723 $254K
Canal Capital Management, LLC 0.04% Add +0.4% 8,701 $253K
Savvy Advisors, Inc. 0.05% Add +11.2% 8,692 $253K
Founders Financial Alliance, LLC 0.07% Add +0.5% 8,677 $253K
Valmark Advisers, Inc. 0.00% No change 8,666 $252K
Glassy Mountain Advisors, Inc. 0.09% No change 8,650 $252K
Principle Wealth Partners LLC 0.02% No change 8,646 $252K
Blue Fin Capital, Inc. 0.05% No change 8,632 $251K
Aire Advisors, LLC 0.06% Add +1.8% 8,631 $251K
Pavion Blue Capital, LLC 0.12% No change 8,616 $251K
Patton Albertson Miller Group, LLC 0.03% No change 8,606 $251K
Smith Salley Wealth Management 0.02% New 8,571 $250K
Farmers & Merchants Investments Inc. 0.01% Reduce -10.5% 8,535 $248K
Charter Oak Capital Management, LLC 0.02% New 8,519 $248K
Northern Capital Management, Inc. 0.16% Add +15.0% 8,486 $247K
Shikiar Asset Management Inc. 0.07% No change 8,500 $247K
S.A. Mason LLC 0.13% Add +2.1% 8,432 $245K
Mission Creek Capital Partners, Inc. 0.06% New 8,424 $245K
ARK & TLK Investments, LLC 0.09% Add +2.6% 8,406 $245K
QRG Capital Management, Inc. 0.00% Reduce -12.1% 8,390 $244K
New Republic Capital, LLC 0.14% No change 8,384 $244K
Phillips Financial Management, LLC 0.02% No change 8,380 $244K
Chevy Chase Trust Holdings, LLC 0.00% Add +11.3% 8,350 $243K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% Reduce -3.1% 8,337 $243K
Leisure Capital Management 0.10% No change 8,315 $242K
Carmichael Hill & Associates, Inc. 0.09% No change 8,284 $241K
Eight 31 Financial, LLC 0.19% No change 8,260 $240K
GYL Financial Synergies, LLC 0.02% Reduce -10.3% 8,251 $240K
Bayshore Asset Management, LLC 0.11% New 8,250 $240K
YHB Investment Advisors, Inc. 0.02% Reduce -2.5% 8,248 $240K
Institute for Wealth Management, LLC. 0.03% Add +8.0% 8,247 $240K
Tower Research Capital LLC (TRC) 0.01% Add +10.6% 8,243 $240K
Aptus Capital Advisors, LLC 0.00% New 8,232 $240K
180 Wealth Advisors, LLC 0.04% New 8,223 $239K
Seven Mile Advisory 0.16% No change 8,183 $238K
Pure Financial Advisors, LLC 0.01% New 8,157 $237K
Summit Financial Wealth Advisors, LLC 0.04% New 8,151 $237K
Powell Investment Advisors, LLC 0.11% Add +1.8% 8,125 $237K
Northwest Investment Counselors, LLC 0.05% No change 8,125 $237K
Prossimo Advisors, LLC 0.17% No change 8,123 $236K
Glenview Trust Co 0.00% No change 8,093 $236K
Virtue Capital Management, LLC 0.05% No change 8,086 $235K
First Foundation Advisors 0.01% Add +6.0% 8,052 $234K
Zimmermann Investment Management & Planning LLC 0.07% Add +0.6% 8,049 $234K
Cottage Street Advisors LLC 0.13% New 8,000 $233K
GS Investments, Inc. 0.10% No change 8,000 $233K
Resonant Capital Advisors, LLC 0.02% Reduce -38.5% 8,000 $233K
Realta Investment Advisors 0.11% Reduce -45.8% 7,871 $232K
Willis Johnson & Associates, Inc. 0.02% New 7,946 $231K
Bank of Stockton 0.07% New 7,932 $231K
Watchman Group, Inc. 0.06% No change 7,925 $231K
LongView Wealth Management 0.07% New 7,878 $229K
Anderson Hoagland & Co. 0.02% No change 7,720 $229K
Indie Asset Partners, LLC 0.17% New 7,862 $229K
SevenBridge Financial Group, LLC 0.04% No change 7,484 $229K
Drucker Wealth 3.0, LLC 0.05% New 7,836 $228K
Hunter Associates Investment Management LLC 0.04% New 7,806 $228K
Armstrong Advisory Group, Inc. 0.02% Add +3.6% 7,832 $228K
Encompass Wealth Advisors, LLC 0.06% No change 7,822 $228K
WPWealth LLP 0.05% Reduce -9.2% 7,810 $227K
Cadent Capital Advisors, LLC 0.08% Add +1.0% 7,801 $227K
Duncan Williams Asset Management, LLC 0.12% New 7,763 $226K
Intellectus Partners, LLC 0.06% No change 7,750 $226K
Kirtland Hills Capital Management, LLC 0.12% Reduce -14.6% 7,743 $225K
Maia Wealth LLC 0.06% Add +1.4% 7,740 $225K
Apexium Financial, LP 0.01% New 7,713 $225K
Indiana Trust & Investment Management Co 0.08% No change 7,694 $224K
Tanglewood Legacy Advisors, LLC 0.10% No change 7,650 $223K
Stelac Advisory Services LLC 0.09% No change 7,600 $221K
Lyell Wealth Management, LP 0.02% No change 7,589 $221K
Caldwell Sutter Capital, Inc. 0.10% No change 7,583 $221K
FreeGulliver LLC 0.13% Add +7.4% 7,560 $220K
Satovsky Asset Management LLC 0.05% Add +4.6% 7,554 $220K
Buffington Mohr McNeal 0.04% Add +0.1% 7,527 $219K
Perennial Investment Advisors, LLC 0.03% Add +8.0% 7,521 $219K
Balboa Wealth Partners 0.05% New 7,513 $219K
Henrickson Nauta Wealth Advisors, Inc. 0.09% No change 7,513 $219K
First Trust Capital Management L.P. 0.01% New 7,510 $219K
Princeton Global Asset Management LLC 0.04% Add +4.9% 7,510 $219K
Elser Financial Planning, Inc 0.32% New 7,488 $218K
Strategic Advisors LLC 0.04% Add +0.3% 7,484 $218K
Broadwater Capital Management LLC 0.16% No change 7,472 $218K
Colorado Capital Management, Inc. 0.11% No change 7,460 $217K
Diversified Investment Strategies, LLC 0.14% No change 7,405 $216K
Villere St Denis J & Co. LLC 0.02% No change 7,402 $215K
Martel Wealth Advisors LLC 0.04% No change 7,240 $215K
Alliance Wealth Advisors, LLC 0.12% Add +0.0% 7,362 $214K
First City Capital Management, Inc. 0.11% Reduce -12.8% 7,309 $213K
Hemenway Trust Co LLC 0.02% No change 7,300 $213K
Sage Mountain Advisors LLC 0.02% Reduce -6.4% 7,297 $212K
Mosaic Financial Group, LLC 0.15% New 7,290 $212K
Vaughan David Investments LLC 0.00% No change 7,240 $211K
Smith Thornton Advisors LLC 0.14% No change 7,247 $211K
Philip James Wealth Mangement, LLC 0.03% New 7,240 $211K
RE Dickinson Investment Advisors, LLC 0.12% Add +46.8% 7,223 $210K
MBL Wealth, LLC 0.02% No change 7,220 $210K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -50.0% 7,201 $210K
Summit Financial Strategies, Inc. 0.02% No change 7,178 $209K
Kades & Cheifetz LLC 0.12% Add +1.4% 7,153 $208K
Freestone Capital Holdings, LLC 0.01% Reduce -20.9% 7,153 $208K
Breakwater Capital Group 0.04% Reduce -6.5% 7,148 $208K
Arcadia Investment Management Corp. 0.03% Reduce -35.9% 7,141 $208K
Barry Investment Advisors, LLC 0.06% Add +0.0% 7,092 $206K
Stiles Financial Services Inc 0.07% Reduce -9.6% 7,048 $205K
Wolff Financial Management LLC 0.06% New 7,034 $205K
GPS Wealth Strategies Group, LLC 0.03% Add +0.1% 7,041 $205K
Alhambra Investment Management LLC 0.11% Reduce -0.2% 7,020 $204K
ARS Wealth Advisors Group, LLC 0.03% New 7,019 $204K
Adirondack Trust Co. 0.08% No change 7,011 $204K
Bay Rivers Group 0.10% No change 7,000 $204K
Barnes Pettey Financial Advisors, LLC 0.16% No change 6,990 $203K
BOS Asset Management, LLC 0.08% No change 6,980 $203K
Bedell Frazier Investment Counselling, LLC 0.05% Reduce -6.5% 6,980 $203K
Gibraltar Capital Management, Inc. 0.09% No change 6,945 $202K
Independence Bank of Kentucky 0.04% No change 6,925 $202K
RFG Advisory, LLC 0.01% Reduce -21.0% 6,916 $201K
Symphony Financial, Ltd. Co. 0.03% New 6,819 $201K
Holderness Investments Co. 0.04% New 6,895 $201K
RNC Capital Management LLC 0.01% No change 6,912 $200K
Carolinas Wealth Consulting LLC 0.04% No change 6,744 $196K
Atwood & Palmer Inc. 0.01% No change 6,700 $195K
SOA Wealth Advisors, LLC. 0.04% Reduce -12.7% 6,663 $194K
Centaurus Financial, Inc. 0.01% No change 6,556 $191K
First Financial Corp. 0.09% No change 6,349 $185K
Lazard Asset Management LLC 0.00% Reduce -60.2% 6,317 $183K
Kings Path Partners LLC 0.08% No change 6,252 $182K
Godsey & Gibb, Inc. 0.02% No change 6,174 $180K
Future Financial Wealth Managment LLC 0.13% New 6,130 $178K
Covestor Ltd 0.11% Add +2.1% 6,051 $176K
Slocum, Gordon & Co LLP 0.07% No change 6,000 $175K
Fortitude Family Office, LLC 0.07% Reduce -62.6% 5,963 $174K
Sawyer & Company, Inc 0.06% No change 5,900 $172K
Nemes Rush Group LLC 0.02% Reduce -1.5% 5,767 $168K
Caldwell Trust Co 0.02% No change 5,700 $166K
AdvisorNet Financial, Inc 0.01% Reduce -15.1% 5,563 $162K
CGC Financial Services, LLC 0.06% 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 +11.9% 5,469 $159K
Signaturefd, LLC 0.00% Reduce -4.7% 5,342 $155K
Eagle Bay Advisors LLC 0.06% Reduce -1.6% 5,336 $155K
Hexagon Capital Partners LLC 0.03% No change 5,330 $155K
Hanson & Doremus Investment Management 0.02% No change 5,307 $154K
Avondale Wealth Management 0.10% No change 5,290 $154K
Miller Wealth Advisors, LLC 0.08% Add +0.3% 5,280 $154K
Federation des caisses Desjardins du Quebec 0.00% Reduce -81.4% 5,162 $150K
Hollencrest Capital Management 0.01% Add +0.6% 5,126 $149K
Venturi Wealth Management, LLC 0.01% Add +6.5% 5,110 $149K
Logan Capital Management Inc. 0.01% No change 5,057 $147K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 5,000 $146K
First Community Trust NA 0.12% No change 4,960 $144K
Provenance Wealth Advisors, LLC 0.02% No change 4,960 $144K
Dagco, Inc. 0.06% Reduce -5.9% 4,938 $144K
TCTC Holdings, LLC 0.00% No change 4,891 $142K
Proffitt & Goodson Inc. 0.02% No change 4,848 $141K
Avalon Trust Co 0.01% No change 4,827 $141K
Ridgewood Investments LLC 0.07% Add +0.2% 4,789 $139K
Piscataqua Savings Bank 0.12% New 4,750 $138K
Gilliland Jeter Wealth Management LLC 0.04% Add +0.8% 4,736 $138K
Pittenger & Anderson Inc. 0.01% No change 4,700 $137K
Atlantic Private Wealth, LLC 0.10% New 4,500 $131K
Coston, McIsaac & Partners 0.04% Add +1.8% 4,479 $130K
Sterling Capital Management LLC 0.00% — 4,360 $127K
CoreFirst Bank & Trust 0.07% New 4,320 $126K
Barrett & Company, Inc. 0.05% Add +0.1% 4,197 $122K
ORG Partners LLC 0.02% Reduce -93.3% 4,155 $121K
Compass Wealth Management LLC 0.03% No change 4,150 $121K
REAP Financial Group, LLC 0.03% Add +1.8% 4,104 $119K
Gen-Wealth Partners Inc 0.05% No change 4,012 $117K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 4,000 $116K
Missouri Trust & Investment Co 0.04% Add +0.2% 3,905 $114K
SG Americas Securities, LLC 0.00% Reduce -39.9% 3,847 $112K
Coppell Advisory Solutions LLC 0.02% Add +37.3% 3,755 $110K
Hudson Edge Investment Partners Inc. 0.02% No change 3,600 $105K
CNB Bank 0.05% Add +534.8% 3,561 $104K
Painted Porch Advisors LLC 0.05% No change 3,493 $102K
Pingora Partners LLC 0.07% No change 3,443 $100K
American Capital Advisory, LLC 0.06% No change 3,441 $100K
Operose Advisors LLC 0.03% Reduce -74.0% 3,300 $96K
Laurel Wealth Advisors LLC 0.01% Add +19.3% 3,204 $93K
Fairscale Capital, LLC 0.08% No change 3,200 $93K
Oakworth Capital, Inc. 0.01% No change 3,200 $93K
Creekmur Asset Management LLC 0.02% Add +0.7% 3,195 $93K
Hall Laurie J Trustee 0.03% No change 3,200 $93K
Versant Capital Management, Inc 0.02% Add +1.8% 3,179 $93K
Elevation Wealth Partners, LLC 0.04% Add +1.8% 3,168 $92K
Ashton Thomas Securities, LLC 0.02% New 3,125 $91K
Trust Co. of Vermont 0.00% Add +3.4% 3,007 $88K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 2,981 $87K
Center for Financial Planning, Inc. 0.01% No change 2,932 $85K
Byrne Asset Management LLC 0.06% No change 2,900 $84K
West Paces Advisors Inc. 0.02% No change 2,900 $84K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +438.4% 2,864 $83K
AlphaMark Advisors, LLC 0.03% Reduce -6.5% 2,841 $83K
Financial Management Professionals, Inc. 0.01% No change 2,793 $81K
M&R Capital Management Inc. 0.02% Add +25.8% 2,767 $81K
Beacon Capital Management, LLC 0.01% Add +1.4% 2,732 $80K
Tortoise Investment Management, LLC 0.01% No change 2,720 $79K
HBC Financial Services, PLLC 0.05% Add +17.4% 2,700 $79K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -44.1% 2,743 $79K
City Holding Co. 0.01% Add +6.5% 2,566 $75K
Horrell Capital Management, Inc. 0.02% No change 2,500 $73K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,500 $73K
Colonial Trust Advisors 0.01% No change 2,403 $70K
Key Financial Inc 0.01% No change 2,304 $67K
Koesten, Hirschmann & Crabtree, INC. 0.04% No change 2,297 $67K
Wolff Wiese Magana LLC 0.04% Add +0.0% 2,261 $66K
Smartleaf Asset Management LLC 0.01% Reduce -12.0% 2,193 $64K
Eastern Bank 0.00% New 2,150 $63K
Washington Trust Advisors, Inc. 0.01% No change 2,100 $61K
Gleason Group, Inc. 0.01% Add +1.8% 2,025 $59K
Gables Capital Management Inc. 0.03% No change 2,000 $58K
Richard W. Paul & Associates, LLC 0.02% No change 2,000 $58K
Boyd Watterson Asset Management LLC 0.02% No change 1,980 $58K
Hemington Wealth Management 0.02% New 2,000 $57K
Lummis Asset Management, LP 0.07% Reduce -10.2% 1,932 $56K
Financial Freedom, LLC 0.03% Add +1.8% 1,798 $52K
Truvestments Capital LLC 0.01% New 1,700 $49K
Tucker Asset Management LLC 0.01% No change 1,700 $49K
Old Second National Bank of Aurora 0.01% Reduce -13.2% 1,600 $47K
Natixis 0.00% Reduce -97.9% 1,572 $46K
Johnson Financial Group, Inc. 0.00% Add +60.1% 1,513 $44K
First Command Advisory Services, Inc. 0.00% No change 1,500 $44K
Davis Capital Management 0.03% No change 1,443 $42K
Bellevue Asset Management, LLC 0.02% Add +0.5% 1,410 $41K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -6.5% 1,371 $40K
Main Street Group, LTD 0.02% Reduce -23.7% 1,335 $39K
SouthState Bank Corp 0.00% No change 1,333 $39K
Financial Network Wealth Advisors LLC 0.03% Add +266.7% 1,331 $39K
JNBA Financial Advisors 0.00% No change 1,323 $39K
Rational Advisors, Inc. 0.00% Reduce -13.8% 1,292 $38K
Mfa Wealth Advisors, LLC 0.01% No change 1,274 $37K
Essex Investment Management Co. LLC 0.01% No change 1,266 $37K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +250.0% 1,260 $37K
General Partner, Inc. 0.02% No change 1,250 $36K
Sanctuary Wealth Management, L.L.C. 0.03% New 1,236 $36K
Chelsea Counsel Co. 0.02% No change 1,200 $35K
Assetmark, Inc. 0.00% Add +19800.0% 1,194 $35K
Burkett Financial Services, LLC 0.01% Add +1.8% 1,125 $33K
DiNuzzo Private Wealth, Inc. 0.00% Add +1000.0% 1,100 $32K
Community Bank, N.A. 0.00% No change 1,098 $32K
Kozak & Associates, Inc. 0.01% Add +1.8% 1,061 $31K
First Personal Financial Services 0.01% No change 1,056 $31K
Pacific Center for Financial Services 0.01% No change 1,050 $31K
Cornerstone National Bank & Trust Co 0.01% New 1,000 $29K
Stephens Consulting, LLC 0.01% No change 1,000 $29K
Mascoma Wealth Management LLC 0.01% No change 1,000 $29K
Webster Bank, N. A. 0.00% No change 1,000 $29K
GHP Investment Advisors, Inc. 0.00% Reduce -12.1% 1,000 $29K
Cape Investment Advisory, Inc. 0.01% No change 934 $27K
IAG Wealth Partners, LLC 0.00% No change 904 $26K
Alpine Bank Wealth Management 0.00% — 900 $26K
Mark Asset Management LP 0.00% No change 24,948 $25K
Front Row Advisors LLC 0.01% No change 835 $24K
Planned Solutions, Inc. 0.01% New 828 $24K
Country Trust Bank 0.00% No change 825 $24K
Hantz Financial Services, Inc. 0.00% Reduce -2.7% 840 $24K
Motco 0.00% Reduce -22.9% 808 $24K
Hoey Investments, Inc. 0.00% No change 808 $23K
First PREMIER Bank 0.01% No change 772 $22K
Concord Wealth Partners 0.00% Add +74100.0% 742 $22K
Wintrust Investments LLC 0.02% Reduce -90.0% 749 $21K
Glass Jacobson Investment Advisors llc 0.01% No change 710 $21K
Colonial Trust Co / SC 0.00% No change 700 $20K
Claris Advisors, LLC / Mo / 0.01% New 700 $20K
SJS Investment Consulting Inc. 0.00% Add +0.3% 690 $20K
Centerpoint Advisors, LLC 0.01% No change 700 $20K
Westside Investment Management, Inc. 0.00% No change 700 $20K
Ransom Advisory, Ltd 0.01% No change 663 $19K
Kessler Investment Group, LLC 0.01% No change 661 $19K
CANADA LIFE ASSURANCE Co 0.00% Add +30.0% 663 $19K
National Bank of Canada 0.00% No change 650 $19K
Semmax Financial Advisors Inc. 0.01% Add +1.7% 600 $19K
Mark Sheptoff Financial Planning, LLC 0.01% No change 620 $18K
Dogwood Wealth Management LLC 0.01% Add +1.8% 614 $18K
Chesapeake Asset Management LLC 0.02% No change 600 $17K
Hoese & Co LLP 0.01% No change 600 $17K
Lowe Wealth Advisors, LLC 0.01% No change 600 $17K
Stone House Investment Management, LLC 0.00% New 600 $17K
Spectrum Wealth Counsel, LLC 0.00% Add +200.0% 600 $17K
Tidemark, LLC 0.01% Add +1.0% 586 $17K
GAMMA Investing LLC 0.00% New 500 $15K
Aspire Private Capital, LLC 0.00% No change 496 $14K
Blue Bell Private Wealth Management, LLC 0.00% No change 485 $14K
Tsfg, LLC 0.00% Add +1.7% 480 $14K
HighMark Wealth Management LLC 0.01% Add +0.5% 430 $13K
Glen Eagle Advisors, LLC 0.00% Add +1.1% 386 $11K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.03% No change 380 $11K
Financial Connections Group, Inc. 0.01% Add +1.8% 388 $11K
NewSquare Capital LLC 0.00% No change 374 $11K
Salomon & Ludwin, LLC 0.00% No change 343 $10K
Park Place Capital Corp 0.00% No change 334 $10K
Cedar Mountain Advisors, LLC 0.00% New 333 $10K
Maryland Capital Advisors Inc. 0.00% New 330 $10K
Resources Management Corp. /CT/ 0.00% No change 300 $9K
PFG Private Wealth Management, LLC 0.01% No change 300 $9K
Sachetta, LLC 0.00% New 300 $9K
Bray Capital Advisors 0.00% No change 300 $9K
St. Johns Investment Management Company, LLC 0.00% No change 292 $9K
McIlrath & Eck, LLC 0.00% Reduce -72.7% 290 $8K
West Branch Capital LLC 0.00% New 255 $7K
DecisionPoint Financial, LLC 0.00% No change 200 $6K
Bangor Savings Bank 0.00% No change 192 $6K
Clear Point Advisors Inc. 0.00% No change 182 $5K
Rosenberg Matthew Hamilton 0.00% New 180 $5K
Penserra Capital Management LLC 0.00% Add +3.4% 183 $5K
SWAN Capital LLC 0.00% New 153 $4K
Macroview Investment Management LLC 0.00% No change 150 $4K
TFC Financial Management, Inc. 0.00% No change 133 $4K
Reston Wealth Management LLC 0.00% New 124 $4K
Game Plan Financial Advisors, LLC 0.00% No change 100 $3K
First United Bank & Trust 0.00% No change 100 $3K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $3K
GeoWealth Management, LLC 0.00% New 87 $3K
Tradewinds Capital Management, LLC 0.00% No change 80 $2K
Horizon Financial Services, LLC 0.00% Add +1.4% 75 $2K
Strategic Investment Solutions, Inc. 0.00% Add +150.0% 75 $2K
Strengthening Families & Communities, LLC 0.00% Add +1.5% 68 $2K
Nisa Investment Advisors, LLC 0.00% No change 58 $2K
Caitlin John, LLC 0.00% No change 41 $1K
Delos Wealth Advisors, LLC 0.00% No change 26 $770
Prestige Wealth Management Group LLC 0.00% New 25 $728
Washington Growth Strategies LLC 0.02% — 15 $500
Darwin Wealth Management, LLC 0.00% New 16 $466
Crewe Advisors LLC 0.00% Reduce -99.6% 15 $437
West Financial Advisors, LLC 0.00% Add +7.1% 15 $423
Roble, Belko & Company, Inc 0.00% New 17 $0

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