Energy Transfer LPET
13F holders, Q1 2024 (March 31)1,058holders
6famous investors
$15.60avg. 13F price*
At the end of Q1 2024, 1,058 institutions reported holding Energy Transfer LP (ET) in their 13F filings. The largest holders were Blackstone Inc. ($2.3B), Goldman Sachs Group Inc. ($1.1B) and Alps Advisors Inc. ($1.1B). 6 famous investors held it, including David Abrams (8.8% of Abrams Capital Management's portfolio), Leon Cooperman (7.9% of Omega Advisors (Leon Cooperman)'s portfolio) and David Tepper (2.0% of Appaloosa's portfolio).
- Company
- Energy Transfer LP
- CUSIP
- 29273V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $70.7M |
| Exits | 64 | $55.8M |
Ownership 1,058 holders
| Blackstone Inc. | 10.02% | Reduce -1.3% | 147,449,969 | $2.3B |
| Goldman Sachs Group Inc. | 0.24% | Reduce -10.4% | 73,050,374 | $1.1B |
| Alps Advisors Inc. | 7.76% | Reduce -0.1% | 69,661,737 | $1.1B |
| Invesco Ltd. | 0.20% | Reduce -1.1% | 58,523,694 | $920.6M |
| Morgan Stanley | 0.07% | Reduce -9.1% | 55,160,756 | $867.7M |
| Bank of America Corp. | 0.08% | Add +30.2% | 49,599,210 | $780.2M |
| UBS Group AG | 0.17% | Add +14.9% | 32,906,205 | $517.6M |
| Tortoise Capital Advisors, L.L.C. | 7.15% | Reduce -8.1% | 32,527,131 | $511.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -2.7% | 30,754,807 | $483.8M |
| Clearbridge Investments, LLC | 0.31% | Reduce -2.3% | 24,841,747 | $390.8M |
| Energy Income Partners, LLC | 7.79% | Reduce -0.4% | 24,217,812 | $380.9M |
| First Reserve GP XIII Ltd | 100.00% | No change | 23,340,380 | $367.1M |
| FMR LLC | 0.02% | Reduce -3.7% | 22,649,081 | $356.3M |
| Kayne Anderson Capital Advisors LP | 10.03% | Reduce -0.7% | 22,541,271 | $354.6M |
| Natixis | 1.58% | Add +20.0% | 18,020,559 | $283.5M |
| Abrams Capital Management | 8.76% | No change | 17,834,322 | $280.5M |
| Neuberger Berman Group LLC | 0.22% | Reduce -2.6% | 16,610,260 | $261.3M |
| Westwood Holdings Group Inc. | 1.99% | Reduce -5.1% | 15,935,750 | $250.7M |
| Chickasaw Capital Management LLC | 10.86% | Reduce -5.0% | 14,458,633 | $227.4M |
| CIBC Private Wealth Group LLC | 0.40% | Reduce -5.2% | 13,035,223 | $204.5M |
| Brookfield Corp | 1.15% | Reduce -9.7% | 12,360,942 | $194.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.42% | Reduce -37.1% | 16,115,331 | $194.2M |
| Omega Advisors (Leon Cooperman) | 7.90% | No change | 12,060,300 | $189.7M |
| Barclays PLC | 0.07% | Add +18.4% | 10,005,762 | $157.4M |
| BNP Paribas Financial Markets | 0.19% | Reduce -8.1% | 9,893,345 | $155.6M |
| Appaloosa | 2.04% | Reduce -11.6% | 8,644,428 | $136.0M |
| Wells Fargo & Company | 0.03% | Reduce -6.0% | 8,279,454 | $130.2M |
| Citigroup Inc. | 0.12% | Add +12.2% | 7,177,910 | $112.9M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 8.61% | Reduce -4.1% | 6,462,463 | $101.7M |
| Allianz Asset Management GmbH | 0.17% | Add +61.0% | 6,227,714 | $98.0M |
| Miller Howard Investments Inc. | 3.08% | Add +2.2% | 5,969,807 | $93.9M |
| Nomura Holdings Inc. | 0.76% | Add +208.9% | 5,914,350 | $93.0M |
| Stifel Financial Corp. | 0.10% | Add +0.2% | 5,756,687 | $90.6M |
| Patient Capital Management, LLC | 4.35% | Add +1.2% | 5,678,229 | $89.3M |
| Stephens Group, LLC | 34.95% | No change | 5,574,335 | $87.7M |
| Fractal Investments LLC | 15.67% | No change | 5,486,543 | $86.3M |
| Berkley W R Corp. | 5.24% | Add +11.6% | 5,334,494 | $83.9M |
| Eagle Global Advisors LLC | 4.66% | Reduce -6.4% | 5,255,393 | $82.7M |
| Duff & Phelps Investment Management Co. | 0.94% | Reduce -0.4% | 4,998,412 | $78.6M |
| Royal Bank of Canada | 0.02% | Reduce -2.4% | 4,601,519 | $72.4M |
| Jennison Associates LLC | 0.05% | Reduce -3.0% | 4,516,402 | $71.0M |
| Infrastructure Capital Advisors, LLC | 11.05% | Add +1.4% | 4,404,210 | $69.3M |
| Longfellow Investment Management Co. LLC | 15.11% | No change | 4,246,176 | $66.8M |
| Amundi | 0.03% | Add +8.2% | 4,296,364 | $66.7M |
| Pinnacle Wealth Planning Services, Inc. | 9.52% | Reduce -5.4% | 4,129,268 | $65.0M |
| LPL Financial LLC | 0.03% | Add +10.5% | 3,941,353 | $62.0M |
| Recurrent Investment Advisors LLC | 7.01% | Add +4.8% | 3,844,840 | $60.5M |
| Osaic Holdings, Inc. | 0.13% | Add +29.8% | 3,653,456 | $57.5M |
| Long Focus Capital Management, LLC | 6.07% | Add +1.4% | 3,342,400 | $52.6M |
| HighTower Advisors, LLC | 0.08% | Reduce -14.1% | 3,279,902 | $51.6M |
| RR Advisors, LLC | 13.22% | Reduce -51.6% | 3,170,000 | $49.9M |
| Delphi Financial Group, Inc. | 32.88% | Reduce -21.6% | 3,166,026 | $49.8M |
| Cohen & Steers, Inc. | 0.10% | Add +2.3% | 3,155,005 | $49.6M |
| Rockefeller Capital Management L.P. | 0.14% | Reduce -2.8% | 3,108,532 | $48.9M |
| Raymond James & Associates | 0.03% | Add +6.4% | 2,993,867 | $47.1M |
| Chicago Partners Investment Group LLC | 1.99% | Add +5.4% | 2,941,452 | $46.8M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +2.8% | 2,818,699 | $44.3M |
| Susquehanna International Group, LLP | 0.06% | Reduce -51.2% | 2,623,362 | $41.3M |
| Beach Investment Counsel Inc. | 5.02% | No change | 2,950,069 | $40.7M |
| Philosophy Capital Management LLC | 7.78% | Reduce -0.8% | 2,527,744 | $39.8M |
| Maryland State Retirement & Pension System | 0.75% | Add +1.6% | 2,499,725 | $37.6M |
| Citadel Advisors | 0.04% | Reduce -1.3% | 2,387,877 | $37.6M |
| Progeny 3, Inc. | 3.82% | Add +104.6% | 2,205,785 | $34.7M |
| Walnut Private Equity Partners, LLC | 19.36% | No change | 1,935,000 | $30.4M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +131.6% | 1,856,678 | $29.2M |
| Deutsche Bank AG | 0.01% | Reduce -0.8% | 1,834,625 | $28.9M |
| Cowen and Company, LLC | 1.11% | No change | 1,777,000 | $28.0M |
| Catalyst Capital Advisors LLC | 0.63% | Reduce -2.0% | 1,665,807 | $26.2M |
| Corient Private Wealth LP | 0.05% | Add +2.3% | 1,662,235 | $26.1M |
| FFG Partners, LLC | 10.55% | Reduce -1.0% | 1,540,436 | $24.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +93.9% | 1,505,350 | $23.7M |
| Lonestar Capital Management LLC | 24.42% | Reduce -9.1% | 1,500,000 | $23.6M |
| Adams Asset Advisors, LLC | 3.05% | No change | 1,456,465 | $22.9M |
| Mariner, LLC | 0.04% | Reduce -5.3% | 1,380,613 | $21.7M |
| Beaird Harris Wealth Management, LLC | 2.10% | No change | 1,370,631 | $21.6M |
| Group One Trading LLC | 0.75% | Reduce -30.9% | 1,337,806 | $21.0M |
| Moneta Group Investment Advisors LLC | 0.34% | Add +2.3% | 1,315,128 | $20.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +7.3% | 1,307,005 | $20.6M |
| Cetera Investment Advisers | 0.05% | Add +491.3% | 1,290,364 | $20.3M |
| Payden & Rygel Investment Group | 1.38% | — | 1,281,890 | $20.2M |
| Payden & Rygel | 1.38% | No change | 1,281,890 | $20.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +4.5% | 1,262,447 | $19.9M |
| Gabelli Funds LLC | 0.15% | Reduce -0.7% | 1,256,289 | $19.8M |
| Tortoise Index Solutions, LLC | 3.92% | Reduce -21.0% | 1,238,052 | $19.5M |
| Exchange Traded Concepts, LLC | 0.50% | Reduce -20.8% | 1,238,052 | $19.5M |
| Nexpoint Asset Management, L.P. | 2.94% | No change | 1,201,512 | $18.9M |
| Texas Yale Capital Corp. | 0.81% | Add +0.9% | 1,157,471 | $18.2M |
| Invenomic Capital Management LP | 0.92% | New | 1,093,765 | $17.2M |
| Aptus Capital Advisors, LLC | 0.37% | Add +3.3% | 1,081,004 | $17.0M |
| Stephens Inc. | 0.26% | Add +3.7% | 1,058,915 | $16.7M |
| General American Investors Co. Inc. | 1.19% | No change | 1,020,030 | $16.0M |
| RBF Capital, LLC | 0.88% | No change | 1,000,000 | $15.7M |
| Evergreen Capital Management LLC | 0.58% | Add +2.3% | 975,130 | $15.3M |
| U.S. Capital Wealth Advisors, LLC | 0.59% | Add +0.1% | 965,806 | $15.2M |
| Truist Financial Corp. | 0.02% | Add +4.1% | 962,904 | $15.1M |
| Annandale Capital, LLC | 3.29% | Reduce -0.1% | 924,082 | $14.5M |
| NBW Capital LLC | 2.95% | Add +0.2% | 918,424 | $14.4M |
| Heronetta Management, L.P. | 9.06% | Reduce -1.7% | 891,554 | $14.0M |
| Dividend Assets Capital, LLC | 2.93% | Reduce -11.7% | 884,665 | $13.9M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +6.8% | 857,029 | $13.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +408.3% | 844,929 | $13.3M |
| McGowan Group Asset Management, Inc. | 1.94% | Reduce -0.5% | 837,310 | $13.2M |
| Townsquare Capital LLC | 0.19% | Add +8.6% | 837,155 | $13.2M |
| Diversify Advisory Services, LLC | 0.77% | — | 828,881 | $13.0M |
| Private Capital Advisors, Inc. | 1.61% | Add +0.6% | 821,336 | $12.9M |
| GTS Securities LLC | 0.35% | Add +97.8% | 820,044 | $12.9M |
| Williams Jones Wealth Management, LLC. | 0.16% | Add +2.4% | 814,273 | $12.8M |
| Pathstone Holdings, LLC | 0.06% | Reduce -0.4% | 786,429 | $12.4M |
| Glenmede Trust Co. NA | 0.06% | Add +9.2% | 779,999 | $12.3M |
| Kamunting Street Capital Management, L.P. | 11.69% | Reduce -16.3% | 762,295 | $12.0M |
| Bollard Group LLC | 0.36% | Add +2.4% | 757,825 | $11.9M |
| B. Riley Wealth Advisors, Inc. | 0.32% | Add +5.9% | 848,936 | $11.9M |
| Parsons Capital Management Inc. | 0.80% | No change | 739,496 | $11.6M |
| Westend Capital Management, LLC | 4.38% | — | 717,352 | $11.3M |
| Oppenheimer & Co. Inc. | 0.18% | Add +3.3% | 703,569 | $11.1M |
| Spirit of America Management Corp. | 2.22% | Reduce -11.9% | 701,700 | $11.0M |
| Americana Partners, LLC | 0.91% | Add +13.2% | 692,409 | $10.9M |
| Callodine Capital Management, LP | 2.48% | Add +15.0% | 650,000 | $10.2M |
| Creative Planning | 0.01% | Add +18.6% | 644,350 | $10.1M |
| Summit Securities Group LLC | 4.63% | Add +89.9% | 641,100 | $10.1M |
| Bokf, NA | 0.18% | Reduce -0.4% | 639,738 | $10.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +768.2% | 624,262 | $9.8M |
| HRT Financial LP | 0.06% | Reduce -82.9% | 601,993 | $9.5M |
| Hennessy Advisors Inc. | 0.39% | No change | 585,500 | $9.2M |
| Childress Capital Advisors, LLC | 2.57% | Reduce -49.6% | 563,457 | $8.9M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 555,230 | $8.7M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +5.3% | 553,494 | $8.7M |
| MAI Capital Management | 0.09% | Add +15.5% | 553,295 | $8.7M |
| ELCO Management Co., LLC | 5.31% | Add +0.2% | 552,593 | $8.7M |
| Requisite Capital Management, LLC | 1.89% | Add +6.2% | 550,610 | $8.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.8% | 549,971 | $8.7M |
| Simplex Trading, LLC | 0.25% | Reduce -40.9% | 546,419 | $8.6M |
| Merewether Investment Management, LP | 0.45% | New | 5,391,292 | $8.5M |
| IFP Advisors, Inc | 0.36% | Add +1.7% | 519,170 | $8.2M |
| Insight Folios Inc | 3.29% | Reduce -12.9% | 516,520 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.3% | 499,752 | $7.9M |
| Private Advisor Group, LLC | 0.06% | Add +18.5% | 495,391 | $7.8M |
| Wexford Capital LP | 1.59% | No change | 495,015 | $7.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.83% | Add +1.0% | 478,922 | $7.5M |
| Advisors Capital Management, LLC | 0.14% | Reduce -11.0% | 477,292 | $7.5M |
| Oxbow Advisors, LLC | 1.05% | Add +290.9% | 469,873 | $7.4M |
| Captrust Financial Advisors | 0.03% | Reduce -60.2% | 462,896 | $7.3M |
| Chiron Investment Management, LLC | 3.16% | Add +0.0% | 462,817 | $7.3M |
| Moors & Cabot, Inc. | 0.39% | Add +4.1% | 453,560 | $7.1M |
| Avenir Corp. | 0.61% | Add +1.4% | 451,019 | $7.1M |
| American Financial Group Inc. | 3.05% | No change | 450,896 | $7.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.4% | 449,979 | $7.1M |
| Cutler Capital Management, LLC | 3.44% | Add +1.9% | 449,503 | $7.1M |
| Cutter & CO Brokerage, Inc. | 1.71% | Add +1.0% | 443,763 | $7.0M |
| Concorde Financial Corp | 6.33% | Add +0.3% | 442,558 | $7.0M |
| Sowell Financial Services LLC | 0.33% | Add +0.4% | 442,072 | $7.0M |
| Brown Advisory Inc. | 0.01% | Add +1.8% | 441,756 | $6.9M |
| Cercano Management LLC | 0.19% | Add +78.2% | 438,495 | $6.9M |
| NewEdge Advisors, LLC | 0.06% | Add +12.7% | 437,343 | $6.9M |
| SG Americas Securities, LLC | 0.04% | Add +54.6% | 432,254 | $6.8M |
| Pekin Hardy Strauss, Inc. | 0.93% | Add +2.0% | 431,570 | $6.8M |
| Amitell Capital Pte Ltd | 5.70% | No change | 428,146 | $6.7M |
| Fogel Capital Management, Inc. | 3.85% | Reduce -0.7% | 411,589 | $6.5M |
| Blair William & Co. | 0.02% | Reduce -0.2% | 411,845 | $6.5M |
| Cna Financial Corp. | 3.15% | New | 400,000 | $6.3M |
| Granby Capital Management, LLC | 3.07% | No change | 400,000 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 395,844 | $6.2M |
| Gilman Hill Asset Management, LLC | 1.09% | Reduce -1.5% | 388,090 | $6.1M |
| Alden Global Capital LLC | 4.84% | No change | 386,546 | $6.1M |
| Salem Investment Counselors Inc. | 0.20% | Reduce -0.3% | 383,774 | $6.0M |
| Tectonic Advisors LLC | 0.46% | Add +8.2% | 382,150 | $6.0M |
| Castleark Management LLC | 0.25% | No change | 378,840 | $6.0M |
| SL Advisors, LLC | 11.65% | No change | 376,197 | $5.9M |
| Cibc World Market Inc. | 0.01% | Add +0.4% | 369,761 | $5.8M |
| Cumberland Partners Ltd | 0.42% | New | 366,705 | $5.8M |
| ORG Partners LLC | 10.68% | New | 357,825 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +11.6% | 349,974 | $5.5M |
| Cullen Capital Management, LLC | 0.06% | Reduce -1.3% | 344,779 | $5.4M |
| Crescent Grove Advisors, LLC | 0.55% | Add +4.7% | 338,048 | $5.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +18.1% | 336,810 | $5.3M |
| Hodges Capital Management Inc. | 0.33% | Add +8.7% | 329,835 | $5.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.5% | 325,832 | $5.1M |
| Cambiar Investors LLC | 0.19% | Add +0.4% | 318,451 | $5.0M |
| Capital Advisors Inc. | 0.11% | Reduce -24.8% | 316,037 | $5.0M |
| Keebeck Wealth Management | 0.73% | Add +0.0% | 314,387 | $4.9M |
| Cohen Capital Management, Inc. | 0.87% | Add +15.4% | 313,593 | $4.9M |
| DCF Advisers, LLC | 2.99% | Reduce -0.2% | 309,250 | $4.9M |
| Lido Advisors, LLC | 0.04% | Reduce -22.8% | 308,318 | $4.8M |
| Nations Financial Group Inc, /Ia/ | 0.40% | Add +0.0% | 302,207 | $4.8M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -20.2% | 296,909 | $4.7M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -10.4% | 296,703 | $4.7M |
| Capital Analysts, LLC | 0.22% | Reduce -6.2% | 296,573 | $4.7M |
| Lake Street Private Wealth, LLC | 0.64% | Add +3.1% | 293,263 | $4.6M |
| Old North State Wealth Management, LLC | 2.96% | Add +23.3% | 287,947 | $4.5M |
| Baldwin Wealth Partners LLC | 0.34% | Reduce -0.4% | 287,129 | $4.5M |
| Advisory Services Network, LLC | 0.10% | Add +6.8% | 284,625 | $4.5M |
| PSI Advisors, LLC | 1.62% | Reduce -5.4% | 284,205 | $4.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.65% | Add +1.9% | 282,604 | $4.4M |
| Empowered Funds, LLC | 0.08% | Add +18.7% | 279,744 | $4.4M |
| Capital Investment Advisors, LLC | 0.10% | Add +11.7% | 278,280 | $4.4M |
| Calamos Advisors LLC | 0.03% | No change | 272,025 | $4.3M |
| Knollwood Investment Advisory, LLC | 0.77% | No change | 270,000 | $4.2M |
| Sunbelt Securities, Inc. | 0.47% | Add +37.2% | 268,275 | $4.2M |
| International Assets Investment Management, LLC | 0.44% | Reduce -2.1% | 266,637 | $4.2M |
| Fort Sheridan Advisors LLC | 0.78% | Add +22.5% | 264,481 | $4.2M |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +1737.2% | 263,743 | $4.1M |
| Shepherd Kaplan Krochuk, LLC | 3.30% | Add +2.2% | 262,583 | $4.1M |
| Bourgeon Capital Management LLC | 0.81% | Reduce -0.6% | 262,495 | $4.1M |
| Anthracite Investment Company, Inc. | 2.05% | Add +8.4% | 259,210 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -2.7% | 255,222 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -70.7% | 254,928 | $4.0M |
| Pin Oak Investment Advisors Inc. | 3.84% | Reduce -1.4% | 253,491 | $4.0M |
| Prospera Financial Services Inc | 0.12% | Reduce -1.3% | 252,187 | $4.0M |
| ProShare Advisors LLC | 0.01% | Reduce -8.2% | 251,989 | $4.0M |
| Clear Street Derivatives LLC | 0.10% | — | 251,300 | $4.0M |
| First Trust Advisors LP | 0.00% | Reduce -6.4% | 250,634 | $3.9M |
| Morningstar Investment Management LLC | 0.43% | No change | 250,633 | $3.9M |
| Independent Advisor Alliance | 0.14% | Add +5.9% | 246,567 | $3.9M |
| Prospect Financial Services LLC | 3.19% | Reduce -8.5% | 245,482 | $3.9M |
| Pacer Advisors, Inc. | 0.01% | Add +2.9% | 244,695 | $3.8M |
| Virtu Financial LLC | 0.29% | Add +288.8% | 241,360 | $3.8M |
| Apollon Wealth Management, LLC | 0.12% | Add +12.8% | 241,365 | $3.8M |
| Valeo Financial Advisors, LLC | 0.14% | Reduce -6.3% | 238,971 | $3.8M |
| D.A. Davidson & Co. | 0.03% | Add +15.4% | 240,669 | $3.8M |
| Institutional & Family Asset Management, LLC | 0.60% | No change | 237,268 | $3.7M |
| BlackRock Inc. | 0.00% | Add +0.2% | 236,174 | $3.7M |
| Franklin Resources Inc. | 0.00% | Add +17.5% | 235,363 | $3.7M |
| Bahl & Gaynor LLC | 0.02% | No change | 228,569 | $3.6M |
| Lincoln National Corp. | 0.06% | Add +9.5% | 228,021 | $3.6M |
| American Assets Investment Management, LLC | 0.34% | No change | 225,800 | $3.6M |
| Cerity Partners LLC | 0.01% | Add +8.5% | 225,427 | $3.5M |
| Waverly Advisors, LLC | 0.08% | Add +1.1% | 225,052 | $3.5M |
| Northern Right Capital Management, L.P. | 1.27% | No change | 223,638 | $3.5M |
| Inscription Capital, LLC | 0.58% | New | 221,559 | $3.5M |
| 180 Wealth Advisors, LLC | 0.62% | Reduce -2.9% | 220,528 | $3.5M |
| Bluefin Capital Management, LLC | 0.84% | Add +6.0% | 215,231 | $3.4M |
| Jefferies Financial Group Inc. | 0.07% | No change | 208,527 | $3.3M |
| Sentinel Trust Co. Lba | 0.42% | No change | 207,000 | $3.3M |
| Fortem Financial Group, LLC | 1.42% | Add +0.0% | 205,638 | $3.2M |
| Jump Financial, LLC | 0.09% | Add +15.4% | 205,085 | $3.2M |
| Goldentree Asset Management LP | 0.27% | No change | 201,343 | $3.2M |
| Lavaca Capital LLC | 1.85% | No change | 192,800 | $3.0M |
| Pinnacle Holdings, LLC | 1.24% | No change | 190,171 | $3.0M |
| Brookstone Capital Management | 0.05% | Add +3.2% | 190,124 | $3.0M |
| Ingalls & Snyder LLC | 0.13% | Add +1.2% | 189,420 | $3.0M |
| Basso Capital Management, L.P. | 2.80% | No change | 188,500 | $3.0M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | Reduce -59.0% | 187,207 | $2.9M |
| CFM Wealth Partners LLC | 0.59% | Add +15.1% | 186,122 | $2.9M |
| 1900 Wealth Management LLC | 0.27% | Add +6.5% | 185,568 | $2.9M |
| Venture Visionary Partners LLC | 0.14% | Reduce -4.2% | 184,714 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.07% | New | 183,424 | $2.9M |
| Ieq Capital, LLC | 0.04% | Reduce -4.9% | 183,128 | $2.9M |
| First Dallas Securities Inc. | 1.30% | Add +15.3% | 179,276 | $2.8M |
| Keybank National Association | 0.01% | Add +12.8% | 179,072 | $2.8M |
| Jackson Hole Capital Partners, LLC | 0.64% | Add +7.5% | 178,752 | $2.8M |
| Terril Brothers, Inc. | 0.97% | No change | 178,102 | $2.8M |
| Horizon Kinetics Asset Management LLC | 0.05% | Reduce -3.0% | 174,596 | $2.7M |
| Summit Financial, LLC | 0.16% | Add +16.3% | 174,193 | $2.7M |
| IHT Wealth Management, LLC | 0.11% | Add +1.4% | 173,891 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -7.7% | 172,982 | $2.7M |
| ArchPoint Investors | 1.14% | No change | 172,570 | $2.7M |
| Aurora Private Wealth, Inc. | 2.32% | Add +1.4% | 171,384 | $2.7M |
| Beverly Hills Private Wealth, LLC | 0.61% | Add +0.3% | 166,702 | $2.6M |
| Icon Wealth Advisors, LLC | 0.24% | Reduce -1.2% | 166,198 | $2.6M |
| True North Advisors, LLC | 0.72% | New | 165,988 | $2.6M |
| Howard Financial Services, LTD. | 0.44% | Add +1.8% | 162,702 | $2.6M |
| Kornitzer Capital Management Inc. | 0.05% | No change | 162,600 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +2.7% | 161,686 | $2.5M |
| Mutual Advisors, LLC | 0.08% | Add +9.6% | 161,076 | $2.5M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +31.8% | 159,264 | $2.5M |
| CoreCap Advisors, LLC | 0.13% | Add +10.0% | 156,902 | $2.5M |
| Ashford Capital Management Inc. | 0.33% | Add +281.8% | 155,943 | $2.5M |
| Finer Wealth Management, Inc. | 1.59% | Add +34.3% | 153,726 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -0.4% | 152,968 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +9.2% | 150,173 | $2.4M |
| Wolverine Trading, LLC | 0.02% | Add +47.6% | 147,999 | $2.3M |
| Northeast Financial Consultants Inc | 0.11% | Reduce -2.4% | 145,927 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 145,530 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -47.2% | 144,381 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -6.0% | 144,264 | $2.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +17.1% | 143,825 | $2.3M |
| Turtle Creek Wealth Advisors, LLC | 0.55% | Reduce -1.0% | 143,657 | $2.3M |
| Fifth Third Bancorp | 0.01% | Add +19.6% | 143,224 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 141,377 | $2.2M |
| Adell Harriman & Carpenter Inc. | 0.18% | Add +24.9% | 139,047 | $2.2M |
| Sigma Planning Corp | 0.07% | Add +54.6% | 138,855 | $2.2M |
| Outfitters Financial LLC | 1.78% | No change | 137,762 | $2.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -35.7% | 137,023 | $2.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 136,000 | $2.1M |
| Autumn Glory Partners, LLC | 1.03% | No change | 134,031 | $2.1M |
| Redwood Wealth Management Group, LLC | 2.22% | Reduce -3.0% | 133,291 | $2.1M |
| Aveo Capital Partners, LLC | 0.23% | Reduce -1.2% | 131,901 | $2.1M |
| Clarus Group, Inc. | 1.45% | Reduce -8.6% | 131,778 | $2.1M |
| Global Retirement Partners, LLC | 0.08% | Reduce -3.0% | 131,143 | $2.1M |
| Kirr Marbach & Co. LLC | 0.49% | No change | 130,428 | $2.1M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -32.0% | 129,808 | $2.0M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +0.5% | 128,653 | $2.0M |
| Cobblestone Capital Advisors LLC | 0.13% | Add +0.2% | 128,574 | $2.0M |
| Rockwood Wealth Management, LLC | 0.26% | Add +0.0% | 127,422 | $2.0M |
| Bramshill Investments, LLC | 0.23% | Reduce -41.9% | 126,670 | $2.0M |
| Lindbrook Capital, LLC | 0.18% | Reduce -1.2% | 124,403 | $2.0M |
| GraniteShares Advisors LLC | 1.03% | Add +14.6% | 123,287 | $1.9M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 121,968 | $1.9M |
| Burford Brothers, Inc. | 1.25% | No change | 120,822 | $1.9M |
| Forum Financial Management, LP | 0.03% | Add +3.4% | 119,075 | $1.9M |
| Harbour Investments, Inc. | 0.07% | Add +3.0% | 118,397 | $1.9M |
| Steel Grove Capital Advisors, LLC | 0.25% | Reduce -3.1% | 117,409 | $1.8M |
| Van Eck Associates Corp. | 0.00% | Reduce -41.7% | 117,039 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +3.2% | 116,698 | $1.8M |
| Quantum Private Wealth, LLC | 0.68% | Add +21.2% | 116,568 | $1.8M |
| New Republic Capital, LLC | 1.16% | No change | 115,973 | $1.8M |
| PFG Investments, LLC | 0.11% | Add +164.9% | 115,412 | $1.8M |
| Kercheville Advisors, LLC | 0.85% | Add +29.8% | 114,900 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +7.3% | 114,514 | $1.8M |
| Chiron Capital Management, LLC | 1.63% | Reduce -3.3% | 114,400 | $1.8M |
| Albert D Mason Inc. | 1.11% | Add +1.1% | 114,237 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +7.0% | 113,824 | $1.8M |
| Pingora Partners LLC | 1.31% | Reduce -0.8% | 113,656 | $1.8M |
| Spire Wealth Management | 0.03% | Add +1.7% | 110,658 | $1.7M |
| Sheaff Brock Investment Advisors, LLC | 0.14% | Reduce -4.1% | 110,543 | $1.7M |
| Jacobi Capital Management LLC | 0.16% | Add +0.3% | 108,666 | $1.7M |
| Royal Fund Management, LLC | 0.20% | Add +7.7% | 107,648 | $1.7M |
| Chapin Davis, Inc. | 0.62% | Reduce -1.3% | 107,411 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Add +2.5% | 107,094 | $1.7M |
| Raymond James Trust N.A. | 0.04% | Reduce -33.1% | 106,125 | $1.7M |
| Clarkston Capital Partners, LLC | 0.03% | New | 103,840 | $1.6M |
| Millennium Capital Advisors, LLC | 1.15% | Add +3.3% | 103,837 | $1.6M |
| TCW Group Inc. | 0.02% | No change | 103,400 | $1.6M |
| Aull & Monroe Investment Management Corp | 0.75% | Reduce -1.9% | 103,390 | $1.6M |
| Intellectus Partners, LLC | 0.43% | Add +0.6% | 103,141 | $1.6M |
| Quantum Portfolio Management LLC | 0.92% | Reduce -7.9% | 103,051 | $1.6M |
| Taconic Capital Advisors LP | 0.20% | No change | 100,000 | $1.6M |
| Wellington Shields Capital Management, LLC | 0.30% | Add +8.7% | 99,794 | $1.6M |
| Griffin Asset Management, Inc. | 0.19% | Add +1.1% | 99,078 | $1.6M |
| LexAurum Advisors, LLC | 0.39% | Reduce -0.1% | 98,711 | $1.6M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -0.9% | 98,256 | $1.5M |
| Transcend Capital Advisors, LLC | 0.12% | Add +24.4% | 96,699 | $1.5M |
| Haverford Trust Co | 0.02% | Add +1.1% | 95,128 | $1.5M |
| Teamwork Financial Advisors, LLC | 0.23% | Reduce -81.1% | 94,979 | $1.5M |
| Selway Asset Management | 0.60% | No change | 94,900 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +208.4% | 94,581 | $1.5M |
| Edge Capital Group, LLC | 0.07% | Add +1.9% | 94,214 | $1.5M |
| Quadrant Capital Group LLC | 0.12% | No change | 93,818 | $1.5M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -41.4% | 93,536 | $1.5M |
| Bank of Montreal | 0.00% | Add +12.2% | 94,455 | $1.5M |
| Nokomis Capital, L.L.C. | 0.65% | Reduce -18.3% | 92,879 | $1.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.3% | 92,513 | $1.5M |
| Independent Financial Group, LLC | 0.07% | Add +11.5% | 90,707 | $1.4M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -3.9% | 90,647 | $1.4M |
| VELA Investment Management, LLC | 0.52% | Reduce -6.9% | 90,407 | $1.4M |
| XTX Topco Ltd | 0.19% | New | 89,943 | $1.4M |
| Cascade Investment Group, Inc. | 1.06% | Add +2.8% | 89,786 | $1.4M |
| Belpointe Asset Management LLC | 0.10% | Reduce -7.9% | 89,153 | $1.4M |
| Intrua Financial, LLC | 0.22% | Add +13.2% | 88,895 | $1.4M |
| GAMCO Investors | 0.01% | Add +373.2% | 88,755 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +111.2% | 88,501 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +627.6% | 87,920 | $1.4M |
| Penbrook Management LLC | 0.85% | Reduce -7.5% | 87,496 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -8.8% | 87,265 | $1.4M |
| Stockman Wealth Management, Inc. | 0.24% | No change | 86,916 | $1.4M |
| Kelleher Financial Advisors | 0.57% | Add +1.0% | 86,849 | $1.4M |
| Alpine Woods Capital Investors, LLC | 0.27% | No change | 86,000 | $1.4M |
| Tidal Investments LLC | 0.02% | Add +12.9% | 86,196 | $1.3M |
| Bridges Investment Management Inc. | 0.04% | No change | 85,260 | $1.3M |
| Baugh & Associates, LLC | 0.71% | Reduce -0.3% | 84,582 | $1.3M |
| Sonora Investment Management Group, LLC | 0.10% | Reduce -1.9% | 84,542 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +3.6% | 84,478 | $1.3M |
| Summit Financial Strategies, Inc. | 0.18% | No change | 84,007 | $1.3M |
| Formidable Asset Management, LLC | 0.21% | Reduce -4.6% | 83,372 | $1.3M |
| Sanders Morris Harris LLC | 0.24% | Add +76.2% | 83,102 | $1.3M |
| Parkwood LLC | 0.13% | Add +2.9% | 81,921 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +309.4% | 81,094 | $1.3M |
| SpiderRock Advisors, LLC | 0.04% | — | 82,032 | $1.3M |
| Geneos Wealth Management Inc. | 0.06% | Add +3.4% | 80,831 | $1.3M |
| Founders Financial Securities LLC | 0.13% | Add +1.5% | 79,066 | $1.2M |
| McAdam, LLC | 0.08% | Reduce -0.1% | 77,996 | $1.2M |
| Ziegler Capital Management, LLC | 0.05% | No change | 77,933 | $1.2M |
| HB Wealth Management, LLC | 0.02% | Reduce -2.7% | 77,250 | $1.2M |
| StoneX Group Inc. | 0.11% | Add +47.3% | 76,998 | $1.2M |
| Legacy Advisors, LLC | 0.15% | Reduce -18.9% | 76,538 | $1.2M |
| Kovack Advisors, Inc. | 0.15% | Reduce -8.6% | 76,259 | $1.2M |
| Ninepoint Partners LP | 0.15% | No change | 76,215 | $1.2M |
| GFG Capital, LLC | 0.31% | No change | 75,840 | $1.2M |
| Avalon Capital Management | 0.49% | Add +25.8% | 75,499 | $1.2M |
| Linscomb Wealth, Inc. | 0.06% | Add +12.3% | 75,094 | $1.2M |
| Curi Capital, LLC | 0.03% | Reduce -0.1% | 74,610 | $1.2M |
| Ellsworth Advisors, LLC | 0.33% | Add +3.3% | 75,654 | $1.2M |
| Addis & Hill, Inc | 0.99% | No change | 72,653 | $1.2M |
| Gsa Capital Partners LLP | 0.09% | New | 73,663 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -70.3% | 72,787 | $1.1M |
| IFG Advisory, LLC | 0.09% | Add +57.0% | 72,693 | $1.1M |
| MIdWestOne Financial Group, Inc. | 0.20% | Add +0.6% | 71,537 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.6% | 71,363 | $1.1M |
| Stablepoint Partners, LLC | 0.23% | Add +39.7% | 71,228 | $1.1M |
| CW Advisors, LLC | 0.02% | Reduce -12.3% | 70,988 | $1.1M |
| Stokes Family Office, LLC | 0.14% | No change | 69,530 | $1.1M |
| Paragon Capital Management Ltd | 0.19% | Add +23.0% | 68,724 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | No change | 68,407 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +16.2% | 68,414 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +32.1% | 68,374 | $1.1M |
| Western Wealth Management, LLC | 0.08% | Add +1.0% | 67,915 | $1.1M |
| Sweet Financial Partners, LLC | 0.25% | Add +12.1% | 67,877 | $1.1M |
| Lifestyle Asset Management, Inc. | 0.62% | New | 67,211 | $1.1M |
| Disciplined Investments, LLC | 0.58% | Add +3.3% | 67,168 | $1.1M |
| Anchor Investment Management, LLC | 0.11% | No change | 67,130 | $1.1M |
| Wagner Wealth Management, LLC | 0.32% | Add +1.2% | 66,926 | $1.1M |
| Pathway Financial Advisers, LLC | 0.38% | Add +32.5% | 66,083 | $1.0M |
| Birch Capital Management, LLC | 0.54% | No change | 66,045 | $1.0M |
| Sutton Place Investors LLC | 0.51% | Add +1.6% | 66,007 | $1.0M |
| Howard Capital Management, LLC | 0.11% | New | 65,790 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -3.8% | 64,420 | $1.0M |
| Monetary Management Group Inc. | 0.28% | Reduce -3.0% | 64,000 | $1.0M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +0.1% | 63,372 | $997K |
| FourThought Financial Partners, LLC | 0.11% | Add +0.9% | 63,337 | $996K |
| Burney Co./ | 0.04% | Add +288.1% | 63,046 | $992K |
| Cornerstone Advisory, LLC | 0.14% | Add +2.6% | 62,000 | $975K |
| Cullen Investment Group, LTD. | 0.15% | No change | 61,700 | $974K |
| HFG Advisors, Inc. | 0.85% | Add +14.5% | 61,225 | $963K |
| Meridian Wealth Advisors, LLC | 0.18% | No change | 61,054 | $960K |
| Avior Wealth Management, LLC | 0.04% | Add +101.3% | 60,839 | $957K |
| Bard Financial Services, Inc. | 0.10% | No change | 60,750 | $956K |
| First Trust Investment Solutions L.P. | 0.17% | Add +4.8% | 60,278 | $948K |
| GFS Advisors, LLC | 0.16% | No change | 60,000 | $944K |
| Concurrent Investment Advisors, LLC | 0.04% | Add +1.8% | 59,694 | $939K |
| Covenant Asset Management, LLC | 0.23% | Add +3.4% | 59,626 | $938K |
| Nilsine Partners, LLC | 0.13% | No change | 59,575 | $937K |
| Personal Cfo Solutions, LLC | 0.14% | Add +0.0% | 58,814 | $925K |
| PFG Advisors | 0.07% | Add +2.5% | 58,362 | $918K |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Add +45.3% | 58,309 | $917K |
| Pointe Capital Management LLC | 0.54% | Add +0.8% | 56,610 | $890K |
| Lanark Financial, Inc. | 0.08% | Add +4.3% | 56,366 | $886K |
| Gratus Capital, LLC | 0.04% | Add +2.1% | 56,067 | $882K |
| Olistico Wealth, LLC | 0.64% | No change | 56,000 | $881K |
| Realta Investment Advisors | 0.18% | Add +4.0% | 55,414 | $872K |
| Holderness Investments Co. | 0.21% | Add +6.2% | 55,255 | $869K |
| First Manhattan Co. Llc. | 0.00% | Add +6.1% | 54,884 | $863K |
| Argent Trust Co | 0.04% | Add +47.5% | 54,677 | $860K |
| Argent Advisors, Inc. | 0.34% | No change | 54,268 | $854K |
| Level Four Advisory Services, LLC | 0.05% | No change | 61,607 | $850K |
| InterOcean Capital Group, LLC | 0.02% | Add +13.2% | 53,987 | $849K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.3% | 53,918 | $848K |
| Guggenheim Capital LLC | 0.01% | Reduce -16.7% | 53,733 | $845K |
| F&V Capital Management, LLC | 0.25% | No change | 53,687 | $845K |
| Main Street Financial Solutions, LLC | 0.09% | Add +1.0% | 53,621 | $843K |
| Avion Wealth | 0.23% | Add +0.3% | 53,341 | $840K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.33% | No change | 51,336 | $808K |
| Bridgewater Advisors Inc. | 0.12% | Reduce -1.0% | 51,277 | $807K |
| Chase Investment Counsel Corp. | 0.30% | No change | 51,039 | $802K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -2.1% | 50,767 | $799K |
| Compass Financial Group, INC | 0.18% | Reduce -2.5% | 50,540 | $795K |
| Synovus Financial Corp. | 0.01% | Add +0.1% | 49,597 | $780K |
| Wellington Shields & Co., LLC | 0.26% | No change | 49,527 | $779K |
| Donoghue Forlines LLC | 0.22% | Reduce -12.1% | 49,238 | $775K |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -5.2% | 48,629 | $765K |
| Centaurus Financial, Inc. | 0.05% | Add +203.4% | 48,594 | $764K |
| NFSG Corp | 0.33% | Reduce -9.8% | 48,318 | $760K |
| TCTC Holdings, LLC | 0.03% | Add +29.4% | 48,308 | $760K |
| Moody National Bank Trust Division | 0.06% | Reduce -9.5% | 48,306 | $760K |
| Cwm, LLC | 0.00% | Add +6.5% | 48,052 | $756K |
| BLB&B Advisors, LLC | 0.04% | Reduce -11.1% | 47,972 | $755K |
| Fortis Group Advisors, LLC | 0.14% | Add +19.1% | 47,434 | $746K |
| Arete Wealth Advisors, LLC | 0.07% | Add +7.6% | 47,125 | $741K |
| Alpha Cubed Investments, LLC | 0.04% | Add +45.5% | 47,128 | $741K |
| KCM Investment Advisors LLC | 0.03% | No change | 47,000 | $739K |
| 9258 Wealth Management, LLC | 0.11% | No change | 46,735 | $735K |
| Cadence Bank | 0.05% | Add +0.9% | 46,671 | $734K |
| Samalin Investment Counsel, LLC | 0.35% | Add +1.9% | 46,092 | $725K |
| Thrive Wealth Management, LLC | 0.15% | No change | 46,034 | $724K |
| Independent Wealth Network Inc. | 0.34% | Add +5.1% | 45,643 | $718K |
| Empire Financial Management Company, LLC | 0.24% | Add +7.1% | 45,525 | $716K |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -0.5% | 45,434 | $714K |
| Highland Capital Management, LLC | 0.04% | Reduce -1.1% | 45,270 | $712K |
| Advisor OS, LLC | 0.08% | Add +2.1% | 44,948 | $707K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +6.3% | 44,874 | $706K |
| Waterfront Wealth Inc. | 0.20% | Add +0.0% | 44,348 | $705K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +20.0% | 44,626 | $702K |
| Joseph P. Lucia & Associates, LLC | 0.37% | Reduce -2.3% | 44,465 | $699K |
| Pinnacle Financial Partners Inc | 0.02% | Add +1.4% | 44,452 | $699K |
| Wealth Alliance, LLC | 0.09% | Reduce -9.5% | 44,392 | $698K |
| Fayez Sarofim & Co | 0.00% | No change | 44,056 | $693K |
| Morton Capital Management LLC | 0.19% | Add +1.8% | 43,684 | $687K |
| Waterloo Capital, L.P. | 0.09% | Reduce -28.8% | 43,557 | $685K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -13.2% | 43,425 | $683K |
| Fourpath Capital Management, LLC | 0.47% | Add +0.4% | 43,336 | $682K |
| Invenio Wealth Partners LLC | 0.37% | No change | 43,216 | $680K |
| Oak Harvest Investment Services | 0.11% | Add +0.0% | 42,275 | $665K |
| Strategic Financial Concepts, LLC | 0.16% | New | 42,224 | $664K |
| Chicago Capital, LLC | 0.02% | Reduce -3.8% | 42,071 | $662K |
| FineMark National Bank & Trust | 0.02% | Add +12.2% | 42,003 | $661K |
| Wealth Alliance Advisory Group, LLC | 0.15% | Add +10.7% | 41,963 | $660K |
| Obermeyer Wealth Partners | 0.04% | No change | 41,959 | $660K |
| MMBG Investment Advisors Co. | 0.07% | No change | 41,905 | $659K |
| Cascade Financial Partners, LLC | 0.09% | — | 42,717 | $659K |
| Levin Capital Strategies, L.P. | 0.07% | Add +1.5% | 41,600 | $654K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 41,402 | $651K |
| Modus Advisors, LLC | 0.24% | No change | 41,302 | $650K |
| Eudaimonia Advisors LLC | 0.34% | No change | 41,056 | $646K |
| Empirical Asset Management, LLC | 0.31% | Add +0.0% | 40,590 | $638K |
| Focus Partners Wealth | 0.01% | Add +87.3% | 41,234 | $638K |
| McDonald Partners LLC | 0.17% | Add +1.1% | 40,453 | $636K |
| Lee Financial Co | 0.11% | Reduce -6.5% | 40,185 | $632K |
| Samjo Management, LLC | 0.22% | Add +2.6% | 40,000 | $629K |
| Vernal Point Advisors, LLC | 0.53% | New | 39,733 | $625K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -12.4% | 39,479 | $621K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -17.1% | 38,690 | $609K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 38,355 | $603K |
| AlphaQ Advisors LLC | 0.36% | Add +2.1% | 38,261 | $602K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -13.5% | 38,140 | $600K |
| Visionary Wealth Advisors | 0.04% | Add +0.6% | 37,911 | $596K |
| Huntington National Bank | 0.01% | Reduce -0.9% | 37,831 | $595K |
| Bessemer Group Inc. | 0.00% | Reduce -11.9% | 37,671 | $593K |
| North Star Investment Management Corp. | 0.04% | Add +38.5% | 37,391 | $588K |
| GPS Wealth Strategies Group, LLC | 0.10% | Reduce -4.4% | 37,370 | $588K |
| Doliver Advisors, LP | 0.17% | Reduce -2.9% | 37,346 | $587K |
| Hilltop Wealth Advisors, LLC | 0.30% | New | 37,180 | $585K |
| Wealthstar Advisors, LLC | 0.20% | Reduce -3.7% | 37,044 | $583K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -2.4% | 37,043 | $583K |
| XML Financial, LLC | 0.06% | Reduce -13.8% | 36,436 | $573K |
| KPP Advisory Services LLC | 0.16% | New | 36,293 | $571K |
| Mattern Wealth Management LLC | 0.14% | Add +22.6% | 36,243 | $570K |
| Asio Capital, LLC | 0.12% | Reduce -2.7% | 36,000 | $566K |
| Moloney Securities Asset Management, LLC | 0.09% | Reduce -0.3% | 35,708 | $562K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +8.6% | 35,531 | $559K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -3.6% | 34,719 | $546K |
| Diligent Investors, LLC | 0.14% | Add +0.6% | 34,483 | $542K |
| Berkshire Asset Management LLC | 0.03% | No change | 34,329 | $540K |
| Calydon Capital | 0.10% | Add +0.2% | 34,032 | $538K |
| Gould Asset Management LLC | 0.13% | No change | 34,056 | $536K |
| BigSur Wealth Management LLC | 0.17% | No change | 34,000 | $535K |
| SCP Investment, LP | 0.33% | Reduce -12.9% | 33,800 | $532K |
| Naples Global Advisors, LLC | 0.05% | No change | 33,700 | $530K |
| Essex Financial Services, Inc. | 0.05% | Add +2.1% | 33,569 | $528K |
| WR Wealth Planners, LLC | 0.16% | Reduce -5.4% | 33,533 | $527K |
| Delos Wealth Advisors, LLC | 0.59% | No change | 33,524 | $527K |
| Archford Capital Strategies, LLC | 0.09% | Add +1.0% | 33,465 | $526K |
| Camelot Portfolios, LLC | 0.51% | Reduce -5.0% | 33,272 | $523K |
| Campbell Capital Management Inc. | 0.23% | Add +73.7% | 33,000 | $519K |
| Keystone Financial Group | 0.08% | Add +5.3% | 32,933 | $518K |
| Veracity Capital LLC | 0.20% | Add +2.2% | 32,916 | $518K |
| Asset Allocation Strategies LLC | 0.18% | Add +12.2% | 32,859 | $517K |
| Security National Bank of Sioux City Iowa | 0.36% | No change | 32,825 | $516K |
| Hilton Capital Management, LLC | 0.05% | No change | 32,755 | $515K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +68.4% | 32,723 | $515K |
| Bison Wealth, LLC | 0.08% | Add +14.0% | 32,698 | $514K |
| LongView Wealth Management | 0.20% | Reduce -3.3% | 32,642 | $513K |
| Neville Rodie & Shaw Inc. | 0.04% | No change | 32,549 | $512K |
| Romano Brothers and Company | 0.07% | Add +46.7% | 32,482 | $511K |
| ARS Wealth Advisors Group, LLC | 0.07% | No change | 32,430 | $510K |
| Insigneo Advisory Services, LLC | 0.06% | Add +5.3% | 32,213 | $507K |
| Integrated Advisors Network LLC | 0.03% | Add +79.4% | 32,182 | $506K |
| Rehmann Capital Advisory Group | 0.04% | Add +2.0% | 32,080 | $505K |
| Brave Asset Management Inc. | 0.13% | Add +77.8% | 32,000 | $503K |
| Capital Advisory Group Advisory Services, LLC | 0.24% | Add +24.9% | 31,813 | $500K |
| FAS Wealth Partners, Inc. | 0.04% | Add +1.4% | 31,810 | $500K |
| Freestone Capital Holdings, LLC | 0.02% | New | 31,729 | $499K |
| SVB Wealth LLC | 0.01% | Add +40.1% | 31,669 | $498K |
| Conning Inc. | 0.02% | No change | 31,667 | $498K |
| Sfmg, LLC | 0.04% | Add +2.2% | 31,406 | $494K |
| Advus Financial Partners, LLC | 0.15% | No change | 31,339 | $493K |
| Arax Advisory Partners | 0.05% | Add +0.6% | 31,262 | $492K |
| Mgo One Seven LLC | 0.03% | Add +1.1% | 30,921 | $486K |
| Full Sail Capital, LLC | 0.03% | No change | 30,875 | $486K |
| Guyasuta Investment Advisors Inc. | 0.04% | No change | 35,140 | $485K |
| Mizuho Markets Americas LLC | 0.01% | Reduce -70.8% | 30,761 | $484K |
| Stonegate Investment Group, LLC | 0.02% | Add +1.6% | 30,704 | $483K |
| Fiduciary Group, LLC | 0.05% | Add +0.0% | 30,515 | $480K |
| Partners Group Holding AG | 0.04% | Reduce -8.1% | 30,485 | $480K |
| King Wealth Management Group | 0.08% | Add +0.1% | 30,200 | $475K |
| Aspen Grove Capital, LLC | 0.13% | No change | 30,001 | $472K |
| JBF Capital, Inc. | 0.08% | No change | 30,000 | $472K |
| MSH Capital Advisors LLC | 0.17% | Add +4.6% | 29,981 | $472K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +4.7% | 29,766 | $468K |
| Noesis Capital Mangement Corp. | 0.10% | Reduce -11.8% | 29,712 | $467K |
| Coulter & Justus Financial Services, LLC | 0.10% | New | 29,712 | $467K |
| Pettinga Financial Advisors LLC | 0.12% | No change | 29,532 | $465K |
| Regions Financial Corp. | 0.00% | Add +0.7% | 29,346 | $462K |
| Wintrust Investments LLC | 0.04% | Add +0.8% | 29,189 | $459K |
| Mission Wealth Management, LP | 0.01% | Add +54.9% | 29,053 | $457K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.08% | New | 29,016 | $456K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.5% | 28,895 | $455K |
| FirstPurpose Wealth LLC | 0.16% | No change | 28,794 | $454K |
| Rwa Wealth Partners, LLC | 0.01% | Add +53.1% | 28,835 | $454K |
| Tradition Wealth Management, LLC | 0.05% | Add +0.8% | 28,831 | $454K |
| Tiller Private Wealth, Inc. | 0.20% | Reduce -10.8% | 28,684 | $451K |
| Moneco Advisors, LLC | 0.07% | Add +40.5% | 28,560 | $449K |
| Fisher Asset Management | 0.00% | Add +119.0% | 28,351 | $446K |
| Agf Management Ltd. | 0.00% | Add +0.0% | 28,180 | $443K |
| Prairie Wealth Advisors, Inc. | 0.21% | — | 28,150 | $443K |
| Saxon Interests, Inc. | 0.21% | No change | 28,122 | $442K |
| White Pine Capital LLC | 0.17% | Add +4.1% | 28,050 | $441K |
| RFG Advisory, LLC | 0.01% | Add +1.6% | 28,006 | $441K |
| National Bank of Canada | 0.00% | Reduce -63.3% | 27,442 | $437K |
| CENTRAL TRUST Co | 0.01% | No change | 27,793 | $437K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -9.1% | 28,492 | $432K |
| American Institute for Advanced Investment Management, LLP | 0.34% | Add +9.4% | 27,339 | $430K |
| WealthTrust Axiom LLC | 0.14% | Reduce -8.3% | 27,210 | $428K |
| Nwam LLC | 0.03% | Add +36.6% | 26,526 | $427K |
| Hartford Financial Management Inc. | 0.09% | No change | 27,134 | $427K |
| Garrett Wealth Advisory Group, LLC | 0.17% | Add +22.1% | 27,029 | $425K |
| Tempus Wealth Planning, LLC | 0.19% | Add +107.0% | 26,906 | $423K |
| Savant Capital, LLC | 0.00% | Add +2.1% | 26,902 | $423K |
| Arkadios Wealth Advisors | 0.03% | Reduce -5.1% | 26,816 | $422K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.0% | 26,707 | $420K |
| Glass Jacobson Investment Advisors llc | 0.16% | Reduce -6.3% | 26,656 | $419K |
| Operose Advisors LLC | 0.14% | No change | 26,656 | $419K |
| Janiczek Wealth Management, LLC | 0.09% | No change | 26,520 | $417K |
| Clear Harbor Asset Management, LLC | 0.04% | No change | 26,500 | $417K |
| Scarborough Advisors, LLC | 0.19% | Add +0.4% | 26,333 | $414K |
| Walleye Trading LLC | 0.01% | Reduce -39.2% | 26,224 | $413K |
| Whittier Trust Co. | 0.01% | No change | 26,097 | $411K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -26.4% | 26,020 | $409K |
| Cooper Financial Group | 0.07% | No change | 25,993 | $409K |
| Sei Investments Co. | 0.00% | Reduce -61.8% | 25,970 | $409K |
| Merit Financial Group, LLC | 0.01% | Add +4.6% | 25,629 | $407K |
| ARK & TLK Investments, LLC | 0.16% | No change | 25,814 | $406K |
| Focus Financial Network, Inc. | 0.02% | — | 25,949 | $403K |
| Fulton Bank, N.A. | 0.02% | No change | 25,437 | $400K |
| Connectus Wealth, LLC | 0.01% | Reduce -85.2% | 25,317 | $398K |
| Levy Wealth Management Group, LLC | 0.11% | No change | 28,842 | $398K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 25,270 | $397K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -7.3% | 25,217 | $397K |
| EJF Capital LP | 0.27% | Reduce -16.7% | 25,000 | $393K |
| Citizens Business Bank | 0.08% | Reduce -50.0% | 25,000 | $393K |
| Fidelis Capital Partners, LLC | 0.06% | Reduce -0.2% | 24,899 | $392K |
| Stokes Capital Advisors, LLC | 0.11% | No change | 24,846 | $391K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 24,818 | $390K |
| Fortis Capital Management LLC | 0.10% | Add +2.2% | 24,812 | $390K |
| CreativeOne Wealth, LLC | 0.02% | Add +14.5% | 24,810 | $390K |
| Sabal Trust CO | 0.02% | No change | 24,765 | $390K |
| Flynn Zito Capital Management, LLC | 0.20% | New | 24,492 | $385K |
| MV Capital Management, Inc. | 0.04% | No change | 24,460 | $385K |
| C2C Wealth Management, LLC | 0.38% | No change | 24,326 | $383K |
| Morling Financial Advisors, LLC | 0.22% | Add +2.1% | 24,123 | $379K |
| Wedmont Private Capital | 0.03% | Add +1.1% | 24,068 | $378K |
| Verity & Verity, LLC | 0.04% | No change | 23,978 | $377K |
| Florida Trust Wealth Management Co | 0.01% | Add +18.5% | 23,875 | $376K |
| Signaturefd, LLC | 0.01% | Reduce -5.1% | 23,866 | $375K |
| Gray Wealth Management Inc. | 0.17% | Add +13.1% | 23,668 | $372K |
| Woodward Diversified Capital, LLC | 0.23% | No change | 23,636 | $372K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 23,508 | $370K |
| Vista Investment Partners LLC | 0.13% | Reduce -1.1% | 23,422 | $368K |
| Inspire Advisors, LLC | 0.05% | Reduce -5.6% | 23,381 | $368K |
| Financial Partners Group, Inc | 0.06% | Add +11.9% | 23,224 | $365K |
| E&G Advisors, LLC | 0.11% | Add +2.2% | 23,183 | $365K |
| Bogart Wealth, LLC | 0.02% | Add +1.5% | 23,058 | $363K |
| Van Cleef Asset Management,Inc | 0.05% | No change | 23,025 | $362K |
| Imprint Wealth LLC | 0.09% | New | 23,037 | $361K |
| Compound Planning, Inc. | 0.03% | Reduce -7.8% | 22,694 | $357K |
| Marco Investment Management LLC | 0.03% | Add +14.2% | 22,601 | $356K |
| Whitener Capital Management, Inc. | 0.12% | No change | 22,558 | $355K |
| Primoris Wealth Advisors, LLC | 0.28% | No change | 22,500 | $354K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -23.6% | 22,443 | $353K |
| Legacy Financial Strategies, LLC | 0.09% | Reduce 0.0% | 22,391 | $352K |
| Capital Market Strategies LLC | 0.27% | Add +6.7% | 22,333 | $351K |
| Affinity Wealth Management LLC | 0.07% | Reduce -0.1% | 22,330 | $351K |
| Chilton Capital Management LLC | 0.02% | Add +5.3% | 22,106 | $348K |
| Baird Financial Group, Inc. | 0.00% | Add +10.4% | 22,074 | $347K |
| Modern Wealth Management, LLC | 0.03% | Reduce -1.6% | 22,067 | $347K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +0.1% | 21,975 | $346K |
| Signature Wealth Management Partners, LLC | 0.28% | Add +1.5% | 21,905 | $345K |
| Heritage Trust Co | 0.05% | No change | 21,887 | $344K |
| Belfer Management LLC | 6.21% | Add +4.4% | 21,882 | $344K |
| Christopher J. Hasenberg, Inc | 0.17% | No change | 21,841 | $344K |
| Good Life Advisors, LLC | 0.03% | Add +5.5% | 21,836 | $343K |
| Principal Securities, Inc. | 0.01% | Reduce -8.4% | 21,645 | $340K |
| Second Line Capital, LLC | 0.11% | Add +10.4% | 21,637 | $340K |
| MADDEN SECURITIES Corp | 0.16% | New | 21,602 | $340K |
| Wesbanco Bank Inc. | 0.01% | Add +34.8% | 21,489 | $338K |
| 1ST Source Bank | 0.02% | No change | 21,444 | $337K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -8.6% | 21,146 | $333K |
| Avantax Planning Partners, Inc. | 0.01% | Add +55.2% | 21,129 | $332K |
| Tranquility Partners, LLC | 0.13% | Add +1.8% | 21,102 | $332K |
| Derbend Asset Management | 0.16% | Reduce -3.0% | 21,083 | $332K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -49.9% | 20,730 | $326K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 20,646 | $325K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -2.4% | 20,441 | $322K |
| Simplicity Wealth,LLC | 0.01% | New | 20,441 | $322K |
| Laidlaw Wealth Management LLC | 0.18% | Add +10.9% | 20,400 | $321K |
| Act Wealth Management, LLC | 0.16% | Add +9.4% | 20,370 | $320K |
| Harrell Investment Partners, LLC | 0.09% | Reduce -43.9% | 20,310 | $319K |
| Private Trust Co. NA | 0.03% | Add +61.3% | 20,230 | $318K |
| Aldebaran Financial Inc. | 0.45% | No change | 20,225 | $318K |
| FinTrust Capital Advisors, LLC | 0.06% | Add +3.6% | 20,201 | $318K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 20,140 | $317K |
| Searle & Co. | 0.08% | No change | 20,119 | $316K |
| WT Wealth Management | 0.11% | No change | 20,113 | $316K |
| Choreo, LLC | 0.01% | Reduce -30.1% | 20,058 | $316K |
| Matrix Private Capital Group LLC | 0.21% | No change | 20,043 | $315K |
| Canton Hathaway, LLC | 0.08% | Add +17.6% | 20,000 | $315K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 20,001 | $315K |
| One Charles Private Wealth Services, LLC | 0.14% | No change | 20,000 | $315K |
| Quaker Capital Investments, LLC | 0.10% | Reduce -50.0% | 20,000 | $315K |
| National Philanthropic Trust | 0.01% | No change | 20,000 | $315K |
| Mather Group, Llc. | 0.01% | Reduce -41.0% | 22,778 | $314K |
| Cadent Capital Advisors, LLC | 0.13% | Add +0.6% | 19,953 | $314K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | Add +1.6% | 19,933 | $314K |
| Mattern Capital Management, LLC | 0.04% | No change | 19,897 | $313K |
| Trek Financial, LLC | 0.02% | Reduce -36.3% | 19,771 | $311K |
| Brighton Jones LLC | 0.01% | Add +73.3% | 19,613 | $309K |
| Sage Capital Management, LLC | 0.17% | Add +2.2% | 19,607 | $308K |
| Walkner Condon Financial Advisors LLC | 0.07% | Add +2.1% | 19,570 | $308K |
| Kennedy Investment Group, Inc. | 0.16% | Add +2.0% | 19,462 | $306K |
| Cypress Capital Management LLC (WY) | 0.33% | No change | 19,400 | $305K |
| First Financial Bankshares Inc | 0.01% | Add +30.4% | 19,324 | $304K |
| Financial Advocates Investment Management | 0.02% | Add +0.0% | 19,244 | $303K |
| Sapient Capital LLC | 0.01% | No change | 19,219 | $302K |
| Poplar Forest Capital LLC | 0.04% | No change | 18,950 | $298K |
| HTLF Bank | 0.03% | Add +5.7% | 18,649 | $293K |
| Yarger Wealth Strategies, LLC | 0.20% | Add +2.2% | 18,621 | $293K |
| Salvus Wealth Management, LLC | 0.20% | Add +2.5% | 18,601 | $293K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -31.8% | 18,491 | $291K |
| RiverGlades Family Offices LLC | 0.23% | No change | 17,850 | $290K |
| Opus Capital Group, LLC | 0.04% | No change | 18,399 | $289K |
| JFG Wealth Management, LLC | 0.08% | Add +22.2% | 18,333 | $288K |
| HBW Advisory Services LLC | 0.05% | No change | 20,861 | $288K |
| Hoylecohen, LLC | 0.02% | No change | 18,215 | $287K |
| Harmony Asset Management LLC | 0.12% | Add +2.8% | 18,150 | $286K |
| Am Investment Strategies LLC | 0.07% | Add +2.0% | 18,084 | $284K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 17,989 | $282K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Add +0.8% | 17,928 | $282K |
| Smithbridge Asset Management Inc. | 0.06% | Reduce -10.5% | 17,902 | $282K |
| Schulhoff & Co. Inc. | 0.12% | No change | 17,802 | $280K |
| United Advisor Group, LLC | 0.10% | New | 17,706 | $279K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +15.4% | 17,675 | $278K |
| Prossimo Advisors, LLC | 0.54% | New | 17,636 | $277K |
| Old North State Trust, LLC | 0.23% | — | 17,547 | $276K |
| Ironwood Investment Counsel, LLC | 0.05% | Add +1.3% | 17,538 | $276K |
| RiverTree Advisors, LLC | 0.18% | No change | 17,500 | $275K |
| Capasso Planning Partners LLC | 0.11% | No change | 17,500 | $275K |
| Aire Advisors, LLC | 0.06% | Add +2.2% | 17,487 | $275K |
| Nicolet Advisory Services, LLC | 0.03% | Add +48.8% | 17,464 | $275K |
| Parkside Financial Bank & Trust | 0.04% | No change | 17,436 | $274K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 17,436 | $274K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -14.9% | 17,407 | $274K |
| Steward Partners Investment Solutions, LLC | 0.05% | No change | 17,251 | $271K |
| Ethos Financial Group, LLC | 0.05% | Add +8.3% | 17,177 | $270K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 17,120 | $269K |
| Highlander Partners, L.P. | 0.19% | New | 17,080 | $269K |
| Leisure Capital Management | 0.13% | No change | 17,000 | $267K |
| Caldwell Sutter Capital, Inc. | 0.13% | Add +0.0% | 16,971 | $267K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +1.9% | 16,956 | $267K |
| Register Financial Advisors LLC | 0.14% | Add +0.3% | 16,953 | $267K |
| Wilmington Savings Fund Society, FSB | 0.01% | — | 16,952 | $267K |
| Magnus Financial Group LLC | 0.03% | Add +10.4% | 16,912 | $266K |
| Kavar Capital Partners Group, LLC | 0.05% | Reduce -50.0% | 16,900 | $266K |
| Plan Group Financial, LLC | 0.17% | New | 16,851 | $265K |
| Summit Trail Advisors, LLC | 0.01% | Add +3.1% | 16,758 | $264K |
| Aspen Wealth Management LLC | 0.10% | Add +3.8% | 16,654 | $262K |
| GDS Wealth Management | 0.03% | No change | 16,560 | $260K |
| Novare Capital Management LLC | 0.02% | No change | 16,433 | $258K |
| Verdad Advisers, LP | 0.28% | New | 16,432 | $258K |
| Professional Financial Advisors, LLC | 0.07% | No change | 16,401 | $258K |
| Private Client Services, LLC | 0.17% | Add +3.7% | 16,310 | $257K |
| Fairman Group, LLC | 0.24% | No change | 16,300 | $256K |
| Allworth Financial LP | 0.00% | Add +43.4% | 16,294 | $256K |
| Saxony Capital Management, LLC | 0.31% | Add +4.9% | 16,284 | $256K |
| Future Financial Wealth Managment LLC | 0.20% | Add +0.7% | 16,242 | $255K |
| Granite Group Advisors, LLC | 0.17% | Add +5.3% | 16,223 | $255K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -2.1% | 16,144 | $255K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.1% | 16,075 | $253K |
| Silverleafe Capital Partners, LLC | 0.10% | Add +2.2% | 16,063 | $253K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +2.4% | 16,048 | $252K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +16.5% | 16,033 | $252K |
| Consilium Wealth Advisory, LLC | 0.14% | No change | 16,000 | $252K |
| Fortitude Advisory Group L.L.C. | 0.14% | Add +16.8% | 15,969 | $251K |
| Proficio Capital Partners LLC | 0.03% | Add +22.0% | 15,960 | $251K |
| SageView Advisory Group, LLC | 0.01% | Reduce -43.5% | 15,926 | $251K |
| Southland Equity Partners LLC | 0.07% | New | 15,912 | $250K |
| Conservest Capital Advisors, Inc. | 0.03% | Add +2.0% | 15,912 | $250K |
| Buska Wealth Management, LLC | 0.11% | — | 15,895 | $250K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.4% | 15,729 | $247K |
| SkyOak Wealth, LLC | 0.06% | No change | 15,590 | $245K |
| GM Advisory Group, LLC | 0.02% | Add +16.0% | 15,566 | $245K |
| Larson Financial Group LLC | 0.02% | Reduce -7.9% | 15,551 | $245K |
| Regent Peak Wealth Advisors LLC | 0.06% | No change | 15,540 | $244K |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.18% | No change | 15,490 | $244K |
| First Trust Capital Management L.P. | 0.02% | Reduce -32.2% | 15,483 | $244K |
| SYM FINANCIAL Corp | 0.04% | Reduce -24.6% | 15,341 | $241K |
| First PREMIER Bank | 0.06% | No change | 15,288 | $241K |
| Core Wealth Partners LLC | 0.18% | Add +7.0% | 15,288 | $240K |
| AlphaStar Capital Management, LLC | 0.02% | New | 15,283 | $240K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 15,267 | $240K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.8% | 15,174 | $239K |
| Zazove Associates LLC | 0.37% | No change | 15,000 | $236K |
| Westwood Wealth Management | 0.12% | No change | 15,000 | $236K |
| Shapiro Capital Management LLC | 0.01% | No change | 15,000 | $236K |
| Belvedere Trading LLC | 0.02% | New | 14,966 | $235K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -17.8% | 14,888 | $234K |
| Baker Tilly Wealth Management, LLC | 0.04% | Reduce -8.2% | 14,854 | $234K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -32.3% | 14,842 | $233K |
| First National Trust Co | 0.01% | Reduce -5.7% | 14,695 | $231K |
| Lifeworks Advisors, LLC | 0.06% | New | 14,600 | $230K |
| Stelac Advisory Services LLC | 0.11% | New | 14,600 | $230K |
| Whalerock Point Partners, LLC | 0.06% | No change | 14,600 | $230K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -14.0% | 14,585 | $229K |
| Hollow Brook Wealth Management LLC | 0.08% | No change | 14,470 | $228K |
| Tiaa Trust, National Association | 0.00% | Reduce -4.5% | 14,462 | $227K |
| Viawealth, LLC | 0.14% | Add +0.7% | 14,458 | $227K |
| Hollencrest Capital Management | 0.01% | Add +0.5% | 14,450 | $227K |
| CFO4Life Group, LLC | 0.04% | Reduce -7.8% | 14,434 | $227K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 14,349 | $226K |
| HUB Investment Partners, LLC | 0.01% | Add +27.3% | 14,301 | $225K |
| Trueblood Wealth Management, LLC | 0.13% | No change | 14,180 | $223K |
| LaSalle St. Investment Advisors, LLC | 0.13% | New | 14,313 | $223K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.1% | 14,153 | $223K |
| Ulland Investment Advisors, LLC | 0.18% | Add +1.0% | 14,143 | $222K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,082 | $222K |
| Eagle Strategies LLC | 0.05% | New | 14,068 | $221K |
| CMG Global Holdings, LLC | 0.15% | Add +0.7% | 14,024 | $221K |
| Hemington Wealth Management | 0.08% | No change | 13,952 | $220K |
| Invst, LLC | 0.03% | No change | 13,964 | $219K |
| Hilltop Holdings Inc. | 0.02% | Reduce -44.3% | 13,858 | $218K |
| FDx Advisors, Inc. | 0.03% | Reduce -20.4% | 13,733 | $216K |
| Smithfield Trust Co | 0.01% | No change | 13,731 | $216K |
| ICA Group Wealth Management, LLC | 0.04% | Add +2.2% | 13,694 | $215K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.4% | 13,685 | $215K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +1.9% | 13,578 | $214K |
| Tompkins Financial Corp. | 0.02% | Add +106.8% | 13,555 | $213K |
| Financial Counselors Inc. | 0.00% | Add +0.1% | 13,462 | $212K |
| HM Payson & Co. | 0.00% | No change | 13,442 | $211K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,263 | $209K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,180 | $207K |
| Country Club Bank | 0.01% | No change | 13,146 | $207K |
| Probity Advisors, Inc. | 0.04% | Reduce -2.9% | 13,128 | $207K |
| Wolff Financial Management LLC | 0.06% | Add +0.2% | 13,069 | $206K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | Add +0.2% | 13,069 | $205K |
| Concord Wealth Partners | 0.04% | Add +0.8% | 13,020 | $205K |
| FLC Capital Advisors | 0.05% | New | 13,000 | $204K |
| Ruggaard & Associates LLC | 0.10% | No change | 12,987 | $204K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -12.9% | 12,918 | $203K |
| Pursue Wealth Partners LLC | 0.12% | No change | 12,906 | $203K |
| Lion Street Advisors, LLC | 0.08% | No change | 14,638 | $202K |
| Arrow Investment Advisors, LLC | 0.17% | Reduce -48.4% | 12,785 | $201K |
| Ellis Investment Partners, LLC | 0.04% | Add +1.4% | 12,772 | $201K |
| Marcum Wealth, LLC | 0.02% | Add +1.5% | 12,756 | $201K |
| Shepherd Financial Partners LLC | 0.03% | Add +2.1% | 12,718 | $200K |
| Sound Income Strategies, LLC | 0.01% | Add +30.5% | 12,656 | $199K |
| Busey Bank | 0.01% | No change | 12,600 | $198K |
| Woodstock Corp. | 0.02% | No change | 12,500 | $197K |
| Aerodigm Wealth, LLC | 0.08% | Add +2.1% | 12,461 | $196K |
| Cullinan Associates Inc. | 0.01% | Reduce -1.6% | 12,320 | $194K |
| Madison Park Capital Advisors, LLC | 0.17% | Add +2.5% | 12,300 | $193K |
| WPWealth LLP | 0.05% | Add +18.1% | 12,266 | $193K |
| Jmac Enterprises LLC | 0.04% | Add +0.2% | 12,240 | $193K |
| Parallel Advisors, LLC | 0.01% | Add +5.8% | 12,229 | $192K |
| Crewe Advisors LLC | 0.02% | Add +2170.8% | 12,194 | $192K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -61.1% | 12,177 | $192K |
| Mark Sheptoff Financial Planning, LLC | 0.11% | Add +1166.7% | 12,160 | $191K |
| Herold Advisors, Inc. | 0.05% | Add +0.1% | 12,093 | $190K |
| Capstone Financial Advisors, Inc. | 0.01% | No change | 12,041 | $189K |
| Hall Laurie J Trustee | 0.07% | No change | 12,004 | $189K |
| Sovereign Financial Group, Inc. | 0.05% | New | 11,897 | $187K |
| Dudley Capital Management, LLC | 0.11% | Reduce -33.5% | 11,887 | $187K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 11,850 | $186K |
| Walker Asset Management, LLC | 0.12% | Add +1.6% | 11,839 | $186K |
| CIC Wealth, LLC | 0.05% | New | 11,705 | $184K |
| PCG Wealth Advisors, LLC | 0.09% | Add +13.7% | 11,629 | $183K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 11,605 | $183K |
| Thompson Davis & Co., Inc. | 0.12% | New | 11,600 | $182K |
| Centurion Wealth Management LLC | 0.07% | No change | 11,559 | $182K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +1.4% | 11,548 | $182K |
| Veery Capital, LLC | 0.07% | No change | 11,500 | $181K |
| Shufro Rose & Co. LLC | 0.01% | New | 11,488 | $181K |
| McCarthy Asset Management, Inc. | 0.11% | New | 11,358 | $179K |
| First United Bank & Trust | 0.07% | Reduce -35.0% | 11,250 | $177K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 11,220 | $176K |
| Creative Financial Designs Inc. | 0.02% | Reduce -8.2% | 11,210 | $176K |
| Modera Wealth Management, LLC | 0.00% | Add +2.8% | 11,190 | $176K |
| Fiduciary Trust Co | 0.00% | New | 11,180 | $176K |
| First Heartland Consultants, Inc. | 0.02% | Add +1.7% | 11,133 | $175K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -5.9% | 11,070 | $174K |
| Ami Investment Management Inc. | 0.06% | No change | 10,997 | $173K |
| TRUE Private Wealth Advisors | 0.02% | Add +0.7% | 10,941 | $172K |
| O'Dell Group, LLC | 0.04% | No change | 10,900 | $171K |
| Wealth Effects LLC | 0.06% | No change | 10,714 | $169K |
| Everett Harris & Co. | 0.00% | No change | 10,697 | $168K |
| Strategic Advocates LLC | 0.06% | Reduce -13.8% | 10,662 | $168K |
| Prosperity Financial Group, Inc. | 0.10% | Add +1.4% | 10,550 | $166K |
| Zacks Investment Management | 0.00% | New | 10,546 | $166K |
| Atlas Private Wealth Advisors | 0.06% | Reduce -49.0% | 10,542 | $166K |
| Rather & Kittrell, Inc. | 0.05% | No change | 10,541 | $166K |
| Amarillo National Bank | 0.03% | Reduce -1.8% | 10,500 | $165K |
| Valley National Advisers Inc. | 0.02% | Add +0.2% | 10,537 | $165K |
| Beaumont Financial Advisors, LLC | 0.01% | Add +3.0% | 10,486 | $165K |
| Strategic Blueprint, LLC | 0.01% | Reduce -31.2% | 10,436 | $164K |
| IronBridge Private Wealth, LLC | 0.07% | Add +0.3% | 10,434 | $164K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 10,390 | $163K |
| University of Texas/Texas Am Investment Management Co. | 0.04% | No change | 11,817 | $163K |
| Colorado Capital Management, Inc. | 0.09% | No change | 10,360 | $163K |
| Lyell Wealth Management, LP | 0.02% | Reduce -0.8% | 10,350 | $163K |
| Journey Strategic Wealth LLC | 0.01% | New | 10,330 | $162K |
| Prio Wealth Limited Partnership | 0.00% | No change | 10,300 | $162K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | Add +0.4% | 10,226 | $161K |
| Beam Wealth Advisors, Inc. | 0.10% | New | 10,219 | $161K |
| Hexagon Capital Partners LLC | 0.04% | Add +7.8% | 10,155 | $160K |
| PCA Investment Advisory Services Inc. | 0.09% | No change | 10,149 | $160K |
| Certified Advisory Corp | 0.02% | Add +0.1% | 10,143 | $160K |
| &partners | 0.02% | New | 10,132 | $159K |
| Fairfield, Bush & Co. | 0.09% | Reduce -23.3% | 10,089 | $159K |
| Rollins Financial Advisors, LLC | 0.03% | New | 10,002 | $157K |
| Apollon Financial, LLC | 0.05% | Reduce -50.0% | 10,000 | $157K |
| Anfield Capital Management, LLC | 0.07% | New | 9,877 | $155K |
| Ancora Advisors LLC | 0.00% | Add +359.0% | 9,800 | $154K |
| Retirement Group, LLC | 0.06% | Add +50.0% | 9,787 | $154K |
| Barrett & Company, Inc. | 0.07% | Add +0.7% | 9,644 | $152K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 9,321 | $147K |
| Highlander Capital Management, LLC | 0.06% | Reduce -9.8% | 9,175 | $144K |
| Rothschild Investment LLC | 0.01% | No change | 9,137 | $144K |
| Webster Bank, N. A. | 0.02% | No change | 9,025 | $142K |
| Bank of New Hampshire | 0.04% | No change | 8,728 | $137K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -40.7% | 8,655 | $136K |
| AllSquare Wealth Management LLC | 0.08% | No change | 8,621 | $136K |
| MCF Advisors LLC | 0.01% | Add +0.0% | 8,390 | $132K |
| Montag A & Associates Inc. | 0.01% | No change | 8,307 | $131K |
| Riggs Asset Managment Co. Inc. | 0.04% | No change | 7,929 | $125K |
| Nemes Rush Group LLC | 0.02% | No change | 7,729 | $122K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 7,700 | $121K |
| WASHINGTON TRUST Co | 0.00% | No change | 7,599 | $120K |
| Smartleaf Asset Management LLC | 0.02% | New | 7,570 | $118K |
| State of Wyoming | 0.02% | Reduce -35.9% | 6,676 | $105K |
| Main Street Group, LTD | 0.05% | Add +166.7% | 6,665 | $105K |
| Creekmur Asset Management LLC | 0.03% | Reduce -9.0% | 6,472 | $102K |
| Motco | 0.01% | No change | 6,425 | $101K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -39.8% | 6,177 | $97K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Add +3.5% | 6,002 | $94K |
| Tyler-Stone Wealth Management | 0.04% | Add +1.9% | 5,851 | $92K |
| Cutler Group LLC / CA | 0.05% | New | 5,848 | $91K |
| Norwood Financial Corp | 0.13% | No change | 5,649 | $89K |
| Heritage Wealth Advisors | 0.00% | Add +6.3% | 5,535 | $87K |
| Headlands Technologies LLC | 0.02% | New | 5,471 | $86K |
| Global Trust Asset Management, LLC | 0.03% | Add +23.3% | 5,300 | $83K |
| IAG Wealth Partners, LLC | 0.02% | Add +1.9% | 5,290 | $83K |
| Proffitt & Goodson Inc. | 0.01% | No change | 5,196 | $82K |
| Toth Financial Advisory Corp. | 0.01% | Add +57.8% | 5,155 | $81K |
| City Holding Co. | 0.01% | No change | 4,963 | $78K |
| UMB Bank, n.a. | 0.00% | Reduce -75.3% | 4,882 | $77K |
| Voisard Asset Management Group, Inc. | 0.04% | Reduce -45.6% | 4,776 | $75K |
| Carmichael Hill & Associates, Inc. | 0.03% | Add +192.2% | 4,658 | $73K |
| Compass Wealth Management LLC | 0.02% | No change | 4,500 | $71K |
| Estabrook Capital Management | 0.01% | No change | 4,451 | $70K |
| Hilltop National Bank | 0.02% | — | 4,434 | $70K |
| Miller Wealth Advisors, LLC | 0.04% | No change | 4,424 | $70K |
| Quent Capital, LLC | 0.01% | Add +2.2% | 4,376 | $69K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -37.3% | 4,234 | $67K |
| Eagle Bay Advisors LLC | 0.04% | New | 4,214 | $66K |
| Founders Capital Management | 0.04% | Add +31.3% | 4,192 | $66K |
| Venturi Wealth Management, LLC | 0.00% | Add +0.1% | 4,177 | $66K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 4,170 | $66K |
| Lummis Asset Management, LP | 0.09% | No change | 4,070 | $64K |
| Mechanics Financial Corp | 0.03% | No change | 4,000 | $63K |
| Godsey & Gibb, Inc. | 0.01% | No change | 4,000 | $63K |
| Clearstead Advisors, LLC | 0.00% | Add +92.2% | 3,925 | $62K |
| S.A. Mason LLC | 0.04% | No change | 3,873 | $61K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 3,850 | $61K |
| Colonial Trust Advisors | 0.01% | No change | 3,840 | $60K |
| Atticus Wealth Management, LLC | 0.02% | Add +1.5% | 3,760 | $59K |
| LGT Financial Advisors LLC | 0.07% | Reduce -0.6% | 3,731 | $59K |
| Blue Trust, Inc. | 0.00% | Add +46.5% | 3,722 | $59K |
| SouthState Bank Corp | 0.00% | Reduce -10.9% | 3,682 | $58K |
| Sittner & Nelson, LLC | 0.03% | No change | 3,600 | $57K |
| Optimum Investment Advisors | 0.03% | No change | 3,500 | $55K |
| Key Financial Inc | 0.01% | Add +1.5% | 3,450 | $54K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +2.2% | 3,242 | $51K |
| Wolff Wiese Magana LLC | 0.04% | Add +1.9% | 3,238 | $51K |
| Rational Advisors, Inc. | 0.00% | No change | 3,238 | $51K |
| Albion Financial Group | 0.00% | Add +2.1% | 3,199 | $50K |
| Financial Synergies Wealth Advisors, Inc. | 0.01% | New | 3,186 | $50K |
| WFA Asset Management Corp | 0.03% | Add +2.1% | 3,155 | $50K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.2% | 3,032 | $48K |
| Essex Investment Management Co. LLC | 0.01% | No change | 2,987 | $47K |
| Fortitude Family Office, LLC | 0.03% | Add +2.1% | 2,958 | $47K |
| Kozak & Associates, Inc. | 0.01% | Add +2.1% | 2,902 | $46K |
| Activest Wealth Management | 0.02% | No change | 2,909 | $46K |
| Adirondack Trust Co. | 0.02% | No change | 2,900 | $46K |
| RE Dickinson Investment Advisors, LLC | 0.03% | New | 2,626 | $41K |
| Rise Advisors, LLC | 0.02% | Add +29.7% | 2,565 | $40K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +18.7% | 2,558 | $40K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,500 | $39K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 2,425 | $38K |
| HBC Financial Services, PLLC | 0.03% | No change | 2,500 | $38K |
| Asset Dedication, LLC | 0.00% | Add +1.0% | 2,320 | $37K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,211 | $35K |
| Financial Freedom, LLC | 0.02% | Add +2.2% | 2,203 | $35K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 2,072 | $33K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -35.7% | 2,000 | $31K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,952 | $31K |
| SRH Advisors, LLC | 0.01% | No change | 1,953 | $31K |
| Pacific Center for Financial Services | 0.01% | No change | 1,920 | $30K |
| Glen Eagle Advisors, LLC | 0.01% | Add +11.1% | 1,917 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -70.4% | 1,880 | $30K |
| Evermay Wealth Management LLC | 0.00% | Add +37.2% | 1,844 | $29K |
| LRI Investments, LLC | 0.01% | — | 1,840 | $29K |
| Peoples Financial Services Corp. | 0.01% | No change | 1,792 | $28K |
| Fernwood Investment Management, LLC | 0.01% | New | 1,768 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 1,756 | $28K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +2.2% | 1,722 | $27K |
| Community Bank, N.A. | 0.00% | Reduce -35.9% | 1,700 | $27K |
| Stone House Investment Management, LLC | 0.01% | Add +42.7% | 1,664 | $26K |
| Continuum Advisory, LLC | 0.00% | New | 1,610 | $26K |
| Beacon Capital Management, LLC | 0.01% | Reduce -43.6% | 1,579 | $25K |
| Colonial Trust Co / SC | 0.00% | Add +31.5% | 1,567 | $25K |
| McIlrath & Eck, LLC | 0.00% | Add +164.2% | 1,540 | $24K |
| Sawyer & Company, Inc | 0.01% | No change | 1,500 | $24K |
| Towne Trust Company, N.A | 0.01% | New | 1,500 | $24K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,500 | $24K |
| PFS Partners, LLC | 0.02% | New | 1,475 | $23K |
| Clarity Asset Management, Inc. | 0.02% | Add +2.3% | 1,407 | $22K |
| First Personal Financial Services | 0.01% | No change | 1,399 | $22K |
| Financial Connections Group, Inc. | 0.02% | Add +2.2% | 1,298 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Add +99.4% | 1,318 | $21K |
| Caitlin John, LLC | 0.02% | Add +72.2% | 1,266 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,433 | $20K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 1,235 | $19K |
| Gradient Investments LLC | 0.00% | Reduce -72.6% | 1,230 | $19K |
| Sandy Spring Bank | 0.00% | No change | 1,200 | $19K |
| FSC Wealth Advisors, LLC | 0.01% | Add +46.3% | 1,188 | $19K |
| Tsfg, LLC | 0.00% | No change | 1,172 | $18K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,129 | $18K |
| Northwest Investment Counselors, LLC | 0.00% | New | 1,075 | $17K |
| Islay Capital Management, LLC | 0.01% | No change | 1,024 | $16K |
| TD Capital Management LLC | 0.00% | No change | 1,018 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,000 | $16K |
| FSA Wealth Management LLC | 0.01% | No change | 1,000 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 1,000 | $16K |
| Stephens Consulting, LLC | 0.00% | No change | 1,000 | $16K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 1,000 | $16K |
| CNB Bank | 0.01% | New | 900 | $14K |
| Tortoise Investment Management, LLC | 0.00% | No change | 900 | $14K |
| Tidemark, LLC | 0.01% | New | 885 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 852 | $13K |
| VitalStone Financial, LLC | 0.01% | Reduce -43.3% | 850 | $13K |
| Global Assets Advisory, LLC | 0.01% | New | 825 | $13K |
| Vima LLC | 0.01% | No change | 896 | $11K |
| American National Bank & Trust | 0.00% | No change | 705 | $11K |
| Caldwell Trust Co | 0.00% | No change | 695 | $11K |
| Archer Investment Corp | 0.00% | No change | 680 | $11K |
| Addison Advisors LLC | 0.00% | No change | 640 | $10K |
| Financial Management Professionals, Inc. | 0.00% | No change | 633 | $10K |
| Pineridge Advisors LLC | 0.00% | Add +0.8% | 607 | $10K |
| Tucker Asset Management LLC | 0.00% | Reduce -75.8% | 600 | $9K |
| Resources Management Corp. /CT/ | 0.00% | No change | 544 | $9K |
| Hoese & Co LLP | 0.01% | No change | 600 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +2.0% | 553 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | Add +2.2% | 521 | $8K |
| Hoey Investments, Inc. | 0.00% | No change | 516 | $8K |
| Annapolis Financial Services, LLC | 0.00% | No change | 513 | $8K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -66.5% | 508 | $8K |
| Park Place Capital Corp | 0.00% | No change | 485 | $7K |
| Center for Financial Planning, Inc. | 0.00% | New | 384 | $6K |
| RFP Financial Group LLC | 0.00% | No change | 384 | $6K |
| Centerpoint Advisors, LLC | 0.00% | No change | 384 | $6K |
| SJS Investment Consulting Inc. | 0.00% | New | 373 | $6K |
| Covestor Ltd | 0.00% | Add +7.1% | 286 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 300 | $5K |
| Chesapeake Asset Management LLC | 0.00% | Add +2.1% | 292 | $5K |
| Truvestments Capital LLC | 0.00% | New | 272 | $4K |
| Burkett Financial Services, LLC | 0.00% | Add +1.9% | 267 | $4K |
| Penserra Capital Management LLC | 0.00% | No change | 258 | $4K |
| Atwood & Palmer Inc. | 0.00% | No change | 223 | $4K |
| Grove Bank & Trust | 0.00% | No change | 172 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -98.0% | 170 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 100 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | New | 38 | $610 |
"% of holder's portfolio" is ET's weight in each manager's 13F, not the share of Energy Transfer LP the manager owns.