Energy Transfer LPET

13F holders, Q1 2025 (March 31)
1,213holders +8
90new positions
70sold out
8famous investors
$18.54avg. 13F price*

At the end of Q1 2025, 1,213 institutions reported holding Energy Transfer LP (ET) in their 13F filings, up 8 from Q4 2024. 90 opened new positions and 70 sold out. The largest holders were Goldman Sachs Group Inc. ($1.4B), Alps Advisors Inc. ($1.4B) and Morgan Stanley ($1.3B). 8 famous investors held it, including Leon Cooperman (9.6% of Omega Advisors (Leon Cooperman)'s portfolio), David Abrams (2.0% of Abrams Capital Management's portfolio) and David Tepper (1.7% of Appaloosa's portfolio).

Company
Energy Transfer LP
CUSIP
29273V100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions90$253.3M
Exits70$130.5M

All 13F filers, Q4 2024 → Q1 2025: 58,121,573 shares bought and 99,269,765 shares sold, net −41,148,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,213 holders

Goldman Sachs Group Inc. 0.27% Reduce -16.0% 76,983,360 $1.4B
Alps Advisors Inc. 8.12% Add +12.9% 75,353,994 $1.4B
Morgan Stanley 0.09% Reduce -25.9% 68,630,159 $1.3B
Invesco Ltd. 0.20% Add +0.0% 56,118,989 $1.0B
Blackstone Inc. 4.24% Reduce -3.1% 52,032,514 $967.3M
FMR LLC 0.05% Add +14.2% 44,131,251 $820.4M
JPMorgan Chase & Co. 0.06% Reduce -11.6% 43,353,960 $806.0M
Tortoise Capital Advisors, L.L.C. 8.59% Add +2.5% 38,205,495 $710.2M
Bank of America Corp. 0.06% Reduce -1.4% 37,406,217 $695.4M
UBS Group AG 0.14% Reduce -14.3% 33,051,626 $614.4M
Kayne Anderson Capital Advisors LP 9.97% Add +0.8% 24,170,455 $449.3M
First Reserve GP XIII Ltd 85.84% No change 23,340,380 $433.9M
Energy Income Partners, LLC 8.22% Add +12.0% 23,120,066 $429.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.78% Reduce -1.3% 19,528,085 $363.0M
Natixis 2.00% Add +24.4% 18,181,024 $336.1M
Westwood Holdings Group Inc. 2.39% Add +2.8% 16,787,080 $312.1M
BNP Paribas Financial Markets 0.24% Add +4.1% 16,764,607 $311.7M
Clearbridge Investments, LLC 0.27% Add +3.7% 16,756,463 $311.5M
Neuberger Berman Group LLC 0.25% Add +0.5% 16,064,685 $298.6M
Chickasaw Capital Management LLC 11.21% Reduce -0.5% 15,656,531 $291.1M
Brookfield Corp 0.36% Add +6.4% 14,626,020 $271.9M
Omega Advisors (Leon Cooperman) 9.59% Add +2.7% 13,000,000 $241.7M
CIBC Private Wealth Group LLC 0.50% Add +10.8% 14,981,432 $234.5M
Wells Fargo & Company 0.05% Reduce -3.4% 11,262,453 $209.4M
Citigroup Inc. 0.12% Reduce -18.8% 8,257,071 $153.5M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 8.51% Reduce -2.2% 7,416,868 $137.9M
Raymond James Financial Inc. 0.05% Add +7.5% 6,548,087 $121.7M
Berkley W R Corp. 8.60% No change 6,334,494 $117.8M
Eagle Global Advisors LLC 4.76% Add +7.5% 6,224,721 $115.7M
Abrams Capital Management 2.05% Reduce -65.2% 6,205,777 $115.4M
LPL Financial LLC 0.04% Add +16.4% 5,958,384 $110.8M
Stifel Financial Corp. 0.11% Add +2.6% 5,763,218 $107.1M
Stephens Group, LLC 53.40% No change 5,574,335 $103.6M
Garrett Wealth Advisory Group, LLC 22.78% Add +0.0% 5,479,832 $101.9M
Miller Howard Investments Inc. 2.98% Reduce -9.8% 5,033,609 $93.6M
Fractal Investments LLC 12.94% No change 5,009,543 $93.1M
Duff & Phelps Investment Management Co. 1.09% Add +0.1% 4,998,607 $92.9M
Commerce Bank 0.59% New 4,981,530 $92.6M
Appaloosa 1.66% Add +0.9% 4,957,235 $92.2M
Patient Capital Management, LLC 4.67% Reduce -4.1% 4,883,763 $90.8M
Recurrent Investment Advisors LLC 7.44% Add +0.1% 4,725,234 $87.8M
Royal Bank of Canada 0.02% Reduce -8.2% 4,589,952 $85.3M
Allianz Asset Management GmbH 0.12% Reduce -13.0% 4,249,014 $79.0M
Barclays PLC 0.04% Add +23.8% 4,224,820 $78.5M
Zurich Insurance Group Ltd 0.56% Reduce -8.3% 3,703,877 $68.9M
Amundi 0.02% No change 3,859,188 $68.4M
Pinnacle Wealth Planning Services, Inc. 10.21% Reduce -4.6% 3,654,665 $67.9M
Infrastructure Capital Advisors, LLC 11.09% Add +8.0% 3,493,887 $65.0M
Rockefeller Capital Management L.P. 0.16% Reduce -6.8% 3,449,212 $64.1M
Long Focus Capital Management, LLC 4.22% No change 3,342,400 $62.1M
HighTower Advisors, LLC 0.08% Reduce -16.9% 3,047,345 $56.7M
Cohen & Steers, Inc. 0.10% Reduce -1.2% 3,022,569 $56.2M
Chicago Partners Investment Group LLC 1.84% Reduce -0.2% 3,279,899 $55.4M
Osaic Holdings, Inc. 0.12% Reduce -3.8% 2,931,911 $54.5M
RR Advisors, LLC 12.45% Reduce -3.7% 2,805,000 $52.1M
Bank of Montreal 0.03% Reduce -78.1% 2,732,687 $50.8M
Beach Investment Counsel Inc. 7.30% Reduce -3.1% 2,666,295 $49.6M
Maryland State Retirement & Pension System 1.16% Add +3.0% 2,618,836 $48.7M
Philosophy Capital Management LLC 6.36% Add +1.9% 2,568,231 $47.7M
HSBC Holdings PLC 0.03% Add +0.0% 2,563,421 $47.4M
Susquehanna International Group, LLP 0.08% Add +1033.8% 2,467,681 $45.9M
Merewether Investment Management, LP 1.64% Reduce -7.3% 2,426,212 $45.1M
Nuveen, LLC 0.01% — 2,414,008 $44.9M
Employees Retirement System of Texas 0.48% New 2,384,424 $44.3M
Progeny 3, Inc. 3.00% Add +1.6% 2,344,485 $43.6M
Toronto Dominion Bank 0.11% Reduce -7.6% 2,285,000 $42.5M
Americana Partners, LLC 1.64% Add +25.1% 2,271,767 $42.2M
Jennison Associates LLC 0.03% Reduce -10.8% 2,161,564 $40.2M
Catalyst Capital Advisors LLC 0.79% Add +6.1% 2,072,055 $38.5M
Walnut Private Equity Partners, LLC 20.48% Add +1.3% 2,011,000 $37.4M
Longfellow Investment Management Co. LLC 8.79% Reduce -32.0% 1,938,068 $36.0M
Cambridge Investment Research Advisors, Inc. 0.12% Add +7.4% 1,907,199 $35.5M
Beacon Pointe Advisors, LLC 0.38% Add +38.5% 1,811,079 $33.7M
Commonwealth Equity Services, LLC 0.04% Add +3.5% 1,690,838 $31.4M
Mariner, LLC 0.05% Add +4.6% 1,684,010 $31.3M
Kamunting Street Capital Management, L.P. 20.92% Add +36.2% 1,679,238 $31.2M
Deutsche Bank AG 0.01% No change 1,655,155 $30.8M
Cetera Investment Advisers 0.06% Add +15.2% 1,609,401 $29.9M
Exchange Traded Concepts, LLC 0.52% Add +11.7% 1,551,079 $28.8M
Citadel Advisors 0.03% Add +21622.0% 1,503,595 $28.0M
FFG Partners, LLC 11.40% Reduce -9.7% 1,490,113 $27.7M
Stephens Inc. 0.40% Add +22.9% 1,476,041 $27.4M
Newbrook Capital Advisors LP 4.31% New 1,469,224 $27.3M
Delphi Financial Group, Inc. 16.28% No change 1,421,945 $26.4M
Adams Asset Advisors, LLC 3.68% Reduce -0.3% 1,415,760 $26.3M
Payden & Rygel 2.13% No change 1,332,490 $24.8M
Waverly Advisors, LLC 0.30% Add +240.2% 1,303,694 $24.2M
Texas Yale Capital Corp. 0.99% Add +8.7% 1,297,796 $24.1M
Moneta Group Investment Advisors LLC 0.33% Reduce -1.3% 1,293,548 $24.0M
Gabelli Funds LLC 0.18% Add +2.3% 1,278,492 $23.8M
Sanctuary Advisors, LLC 0.16% Add +13.1% 1,202,662 $22.4M
Lonestar Capital Management LLC 27.72% Reduce -7.7% 1,200,000 $22.3M
Nexpoint Asset Management, L.P. 2.13% No change 1,197,512 $22.3M
Aptus Capital Advisors, LLC 0.24% Reduce -9.1% 1,160,251 $21.6M
U.S. Capital Wealth Advisors, LLC 0.66% Add +15.0% 1,157,959 $21.5M
HRT Financial LP 0.13% Add +49.3% 1,140,519 $21.2M
Kestra Advisory Services, LLC 0.10% Add +7.3% 1,106,063 $20.6M
Northern Trust Corp. 0.00% Add +223.5% 1,069,534 $19.9M
Simplex Trading, LLC 0.70% Reduce -10.4% 1,055,768 $19.6M
Creative Planning 0.02% Add +6.5% 1,032,962 $19.2M
General American Investors Co. Inc. 1.41% No change 1,020,030 $19.0M
Susquehanna Fundamental Investments, LLC 0.31% Reduce -7.7% 1,003,828 $18.7M
RBF Capital, LLC 1.17% No change 1,000,000 $18.6M
Wealth Enhancement Advisory Services, LLC 0.03% Add +23.1% 941,444 $17.5M
Oppenheimer & Co. Inc. 0.26% Reduce -7.6% 924,152 $17.2M
Wellington Management Group LLP 0.00% New 924,000 $17.2M
Glenmede Trust Co. NA 0.09% Add +8.4% 920,737 $17.1M
Prime Capital Investment Advisors, LLC 0.20% Add +6.3% 919,592 $17.1M
Evergreen Capital Management LLC 0.56% Reduce -6.8% 896,555 $16.7M
Heronetta Management, L.P. 8.98% Reduce -0.1% 884,154 $16.4M
Envestnet Asset Management Inc. 0.01% Reduce -5.1% 866,995 $16.1M
NBW Capital LLC 3.52% Reduce -0.4% 854,773 $15.9M
McGowan Group Asset Management, Inc. 2.13% Reduce -0.2% 853,063 $15.9M
Bokf, NA 0.28% Add +1.2% 850,163 $15.8M
Private Capital Advisors, Inc. 1.87% Add +2.1% 841,602 $15.6M
Pathstone Holdings, LLC 0.07% Add +2.2% 840,777 $15.6M
Fourpath Capital Management, LLC 2.64% Add +0.6% 815,954 $15.2M
Dividend Assets Capital, LLC 2.85% Reduce -0.4% 810,962 $15.1M
Group One Trading LLC 0.62% New 805,976 $15.0M
Williams Jones Wealth Management, LLC. 0.19% Reduce -1.9% 796,131 $14.8M
Truist Financial Corp. 0.02% Reduce -0.6% 788,248 $14.7M
Parsons Capital Management Inc. 0.79% Reduce -0.0% 782,146 $14.5M
US Bancorp \de 0.02% Add +56.7% 772,821 $14.4M
Westend Capital Management, LLC 5.36% Add +1.4% 758,503 $14.1M
MAI Capital Management 0.11% Add +1.3% 755,652 $14.0M
Bollard Group LLC 0.36% Add +1.8% 742,618 $13.8M
Cna Financial Corp. 8.31% No change 700,000 $13.0M
Bowen Hanes & Co. Inc. 0.36% Add +27.3% 700,000 $13.0M
Summit Financial, LLC 0.36% Add +0.2% 686,738 $12.8M
JCP Investment Management, LLC 7.84% Add +0.0% 684,086 $12.7M
Callodine Capital Management, LP 2.04% Reduce -22.4% 660,000 $12.3M
Private Advisor Group, LLC 0.07% Add +1.2% 654,133 $12.2M
Texas Capital Bank Wealth Management Services Inc 1.22% Add +27.6% 651,097 $12.1M
&partners 0.13% Add +8.4% 641,958 $12.0M
Turtle Creek Wealth Advisors, LLC 1.78% Add +328.7% 642,369 $11.9M
Wexford Capital LP 3.06% Add +9.4% 633,765 $11.8M
Alden Global Capital LLC 12.55% No change 632,013 $11.7M
Janney Montgomery Scott LLC 0.03% Add +2.2% 624,361 $11.6M
Annandale Capital, LLC 2.16% Add +0.4% 621,362 $11.6M
Childress Capital Advisors, LLC 3.20% Add +1.1% 593,403 $11.0M
Hennessy Advisors Inc. 0.36% Add +1.8% 580,930 $10.8M
First Trust Advisors LP 0.01% Add +174.8% 576,735 $10.7M
Blair William & Co. 0.03% Add +11.0% 571,952 $10.6M
Cutter & CO Brokerage, Inc. 2.47% Add +17.6% 562,361 $10.5M
Spirit of America Management Corp. 2.11% Reduce -2.3% 561,700 $10.4M
Mercer Global Advisors Inc. 0.02% Reduce -10.3% 562,843 $10.4M
NewEdge Advisors, LLC 0.06% Reduce -4.4% 559,157 $10.4M
Ensign Peak Advisors, Inc 0.02% No change 555,230 $10.3M
Tectonic Advisors LLC 0.64% Add +4.4% 550,711 $10.2M
Requisite Capital Management, LLC 2.31% No change 550,610 $10.2M
Manning & Napier Advisors LLC 0.12% Reduce -25.0% 525,000 $9.8M
Corient Private Wealth LP 0.02% Reduce -68.9% 522,331 $9.7M
ELCO Management Co., LLC 5.35% Reduce -3.8% 519,719 $9.7M
Brown Advisory Inc. 0.01% Reduce -6.1% 509,913 $9.5M
Wolverine Trading, LLC 0.29% Add +214.3% 497,570 $9.3M
Advisors Capital Management, LLC 0.14% Reduce -3.7% 481,419 $8.9M
Captrust Financial Advisors 0.02% Reduce -3.2% 478,207 $8.9M
Oxbow Advisors, LLC 0.96% Add +0.8% 474,867 $8.8M
Pekin Hardy Strauss, Inc. 1.06% Add +1.1% 467,335 $8.7M
Moors & Cabot, Inc. 0.44% Add +2.1% 464,340 $8.6M
Prospera Financial Services Inc 0.20% Add +8.9% 460,039 $8.6M
Ameriprise Financial Inc. 0.00% Add +17.2% 456,152 $8.5M
American Financial Group Inc. 3.68% No change 450,896 $8.4M
Avenir Corp. 0.86% No change 438,662 $8.2M
Amitell Capital Pte Ltd 6.15% No change 428,146 $8.0M
Fogel Capital Management, Inc. 4.28% Add +6.7% 427,939 $8.0M
NFC Investments, LLC 2.35% Add +37.9% 426,000 $7.9M
Cutler Capital Management, LLC 3.44% Reduce -5.7% 416,471 $7.7M
Militia Capital Partners, LP 6.25% Add +38.3% 415,000 $7.7M
Ascentis Wealth Management, LLC 2.46% Add +11.9% 408,712 $7.7M
Horizon Kinetics Asset Management LLC 0.09% Add +31.3% 409,166 $7.6M
Empowered Funds, LLC 0.11% Add +1.1% 405,820 $7.5M
M&T Bank Corp 0.03% Add +119.2% 399,366 $7.4M
Steward Partners Investment Advisory, LLC 0.07% Add +6.2% 397,626 $7.4M
Concorde Financial Corp 3.97% Add +0.9% 387,589 $7.2M
Fort Sheridan Advisors LLC 1.09% Add +3.9% 386,664 $7.2M
Salem Investment Counselors Inc. 0.25% Reduce -0.0% 384,665 $7.2M
SL Advisors, LLC 12.32% No change 378,868 $7.0M
Cumberland Partners Ltd 0.54% Add +2.7% 376,705 $7.0M
Cambiar Investors LLC 0.30% Add +18.6% 376,604 $7.0M
Gilman Hill Asset Management, LLC 1.21% Reduce -1.6% 375,666 $7.0M
Jones Financial Companies LLLP 0.01% Add +21.1% 373,212 $7.0M
Pacer Advisors, Inc. 0.02% Add +29.1% 374,948 $7.0M
D.A. Davidson & Co. 0.05% Add +25.8% 366,659 $6.8M
Advisors Asset Management, Inc. 0.13% Add +10.8% 365,332 $6.8M
Boston Partners 0.01% New 357,915 $6.7M
Cibc World Market Inc. 0.02% Reduce 0.0% 357,284 $6.6M
Whittier Trust Co. of Nevada Inc. 0.17% No change 353,240 $6.6M
Lido Advisors, LLC 0.04% Add +8.9% 349,410 $6.5M
BlackRock, Inc. 0.00% Add +15.8% 345,393 $6.4M
Atria Wealth Solutions, Inc. 0.08% Reduce -50.3% 338,260 $6.3M
Cerity Partners LLC 0.01% Add +8.8% 335,749 $6.2M
Sowell Financial Services LLC 0.28% Reduce -3.7% 334,115 $6.2M
Fort Washington Investment Advisors Inc. 0.04% Reduce -6.5% 332,618 $6.2M
Hodges Capital Management Inc. 0.61% Add +2.2% 331,178 $6.2M
Cohen Capital Management, Inc. 1.05% No change 329,304 $6.1M
Wilmington Savings Fund Society, FSB 0.11% Reduce -1.7% 319,743 $5.9M
Advisory Services Network, LLC 0.11% Add +1.2% 318,007 $5.9M
Independent Advisor Alliance 0.20% Add +10.1% 317,527 $5.9M
Keebeck Wealth Management 0.87% Reduce -2.0% 315,189 $5.9M
Apollon Wealth Management, LLC 0.13% Add +1.6% 313,048 $5.8M
Capital Investment Advisors, LLC 0.11% Add +16.1% 310,320 $5.8M
Castleark Management LLC 0.20% Reduce -14.8% 306,800 $5.7M
DCF Advisers, LLC 3.01% New 300,500 $5.6M
Granby Capital Management, LLC 3.01% No change 300,000 $5.6M
Nations Financial Group Inc, /Ia/ 0.42% Reduce -1.6% 298,634 $5.6M
Enclave Advisors LLC 0.92% Reduce -1.6% 288,474 $5.4M
Old North State Wealth Management, LLC 2.94% Reduce -3.0% 284,304 $5.3M
Hilltop Holdings Inc. 0.33% Add +0.2% 283,866 $5.3M
VestGen Advisors, LLC 0.24% — 282,885 $5.3M
Goldentree Asset Management LP 0.43% New 281,949 $5.2M
Northern Right Capital Management, L.P. 2.11% No change 277,999 $5.2M
Focus Partners Wealth 0.01% Add +4.2% 275,698 $5.1M
Knollwood Investment Advisory, LLC 0.57% Reduce -0.3% 275,100 $5.1M
Cresset Asset Management, LLC 0.03% Reduce -29.1% 271,940 $5.1M
International Assets Investment Management, LLC 0.44% Add +3.6% 269,886 $5.0M
Baldwin Wealth Partners LLC 0.35% Reduce -6.2% 268,753 $5.0M
Bahl & Gaynor LLC 0.03% Add +0.6% 268,153 $5.0M
Bridges Investment Management Inc. 0.07% No change 264,422 $4.9M
NorthCoast Asset Management LLC 0.02% Reduce -15.2% 262,399 $4.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +17.9% 257,618 $4.8M
Stratos Wealth Partners, LTD. 0.07% Reduce -17.7% 257,349 $4.8M
Adell Harriman & Carpenter Inc. 0.36% Add +4.0% 255,933 $4.8M
Anthracite Investment Company, Inc. 2.92% Add +37.9% 251,000 $4.7M
PSI Advisors, LLC 1.51% Reduce -4.6% 250,245 $4.7M
Fayez Sarofim & Co 0.01% Add +33.1% 245,013 $4.6M
Brookstone Capital Management 0.07% Add +8.1% 244,204 $4.5M
Pin Oak Investment Advisors Inc. 3.44% Add +0.9% 242,848 $4.5M
Capital Analysts, LLC 0.17% Reduce -2.1% 242,198 $4.5M
PNC Financial Services Group, Inc. 0.00% Reduce -27.5% 240,742 $4.5M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -12.8% 240,659 $4.5M
Empirical Finance, LLC 0.27% New 240,445 $4.5M
Calamos Advisors LLC 0.03% No change 230,990 $4.3M
Ashford Capital Management Inc. 0.55% Reduce -7.0% 230,803 $4.3M
Shepherd Kaplan Krochuk, LLC 3.66% Reduce -3.2% 229,936 $4.3M
Cullen Capital Management, LLC 0.05% Reduce -18.7% 228,496 $4.2M
American Assets Investment Management, LLC 0.37% No change 225,800 $4.2M
PFG Investments, LLC 0.27% Reduce -9.6% 222,144 $4.1M
J.W. Cole Advisors, Inc. 0.13% Add +147.0% 218,978 $4.1M
IFP Advisors, Inc 0.13% Reduce -65.6% 218,067 $4.1M
Kestra Private Wealth Services, LLC 0.07% Add +21.9% 216,314 $4.0M
Crescent Grove Advisors, LLC 0.42% Reduce -41.7% 214,659 $4.0M
Kingsview Wealth Management, LLC 0.07% Reduce -20.3% 213,531 $4.0M
Cercano Management LLC 0.11% No change 209,295 $3.9M
Prospect Financial Services LLC 2.16% Reduce -1.6% 209,148 $3.9M
MML Investors Services, LLC 0.01% Add +66.6% 208,440 $3.9M
180 Wealth Advisors, LLC 0.61% Reduce -0.3% 207,285 $3.9M
Sentinel Trust Co. Lba 0.45% No change 207,000 $3.8M
Jefferies Financial Group Inc. 0.07% Reduce -56.0% 206,527 $3.8M
Sei Investments Co. 0.00% Reduce -15.5% 206,449 $3.8M
ProShare Advisors LLC 0.01% Reduce -10.3% 206,442 $3.8M
CoreCap Advisors, LLC 0.16% Add +1.0% 199,861 $3.7M
Icon Wealth Advisors, LLC 0.31% Add +7.7% 199,838 $3.7M
1900 Wealth Management LLC 0.31% Add +1.8% 198,790 $3.7M
Mutual Advisors, LLC 0.11% Add +8.3% 211,754 $3.7M
Van Eck Associates Corp. 0.00% Add +22.4% 196,416 $3.7M
Fortem Financial Group, LLC 1.41% Reduce -5.1% 195,450 $3.6M
Jackson Hole Capital Partners, LLC 0.72% Reduce -4.8% 194,196 $3.6M
Oppenheimer Asset Management Inc. 0.04% Add +0.3% 193,704 $3.6M
CFM Wealth Partners LLC 0.63% Add +7.0% 193,150 $3.6M
Keybank National Association 0.01% Reduce -2.4% 193,149 $3.6M
Lavaca Capital LLC 1.63% No change 192,800 $3.6M
Ieq Capital, LLC 0.03% Reduce -9.0% 192,435 $3.6M
Avantax Advisory Services, Inc. 0.02% Add +4.2% 190,415 $3.5M
Corps Capital Advisors, LLC 3.72% Add +0.5% 190,152 $3.5M
Rollins Financial Advisors, LLC 0.61% Add +18.1% 189,842 $3.5M
Basso Capital Management, L.P. 2.98% No change 188,500 $3.5M
Inscription Capital, LLC 0.58% — 221,559 $3.5M
Huntleigh Advisors, Inc. 0.58% Reduce -22.1% 186,836 $3.5M
HB Wealth Management, LLC 0.03% Add +21.8% 185,760 $3.5M
Howard Financial Services, LTD. 0.46% Add +0.2% 182,047 $3.4M
First Dallas Securities Inc. 1.41% Add +1.8% 181,899 $3.4M
Pinnacle Holdings, LLC 1.49% Reduce -0.9% 181,626 $3.4M
Valeo Financial Advisors, LLC 0.09% Reduce -29.2% 180,926 $3.4M
Redwood Wealth Management Group, LLC 1.70% Reduce -1.4% 179,917 $3.3M
Aurora Private Wealth, Inc. 2.66% Add +1.4% 178,935 $3.3M
Silvercrest Asset Management Group LLC 0.02% Add +18.6% 176,331 $3.3M
Finer Wealth Management, Inc. 1.96% Add +1.8% 175,770 $3.3M
ArchPoint Investors 1.07% Add +0.8% 175,715 $3.3M
Terril Brothers, Inc. 1.21% Reduce -2.4% 174,714 $3.2M
Black Swift Group, LLC 0.73% Add +444.6% 174,265 $3.2M
Sunbelt Securities, Inc. 0.29% Reduce -2.7% 172,952 $3.2M
Beverly Hills Private Wealth, LLC 0.64% Add +1.2% 171,226 $3.2M
Concurrent Investment Advisors, LLC 0.08% Add +28.6% 166,982 $3.1M
Fairholme Capital Management 0.25% Reduce -80.5% 166,600 $3.1M
Segall Bryant & Hamill, LLC 0.05% No change 165,499 $3.1M
Daymark Wealth Partners, LLC 0.13% Add +2.7% 165,068 $3.1M
Kornitzer Capital Management Inc. 0.06% No change 162,600 $3.0M
Kercheville Advisors, LLC 1.21% Add +16.6% 159,850 $3.0M
Plan Group Financial, LLC 1.06% Add +205.0% 159,071 $3.0M
HUB Investment Partners, LLC 0.12% Add +11.9% 158,908 $3.0M
Franklin Resources Inc. 0.00% Reduce -32.3% 157,349 $2.9M
Cary Street Partners Investment Advisory LLC 1.69% Reduce -4.1% 157,220 $2.9M
Cary Street Partners Financial LLC 0.09% Add +40.4% 156,387 $2.9M
Level Four Advisory Services, LLC 0.12% Add +20.4% 155,628 $2.9M
IHT Wealth Management, LLC 0.09% Reduce -6.3% 155,259 $2.9M
Texas Bank & Trust Co 1.22% No change 154,998 $2.9M
SG Americas Securities, LLC 0.01% Add +24.4% 154,476 $2.9M
Bluefin Capital Management, LLC 2.32% — 150,170 $2.8M
Harbour Investments, Inc. 0.08% Add +24.3% 149,978 $2.8M
Acadian Asset Management LLC 0.01% Reduce -48.8% 149,763 $2.8M
Great Valley Advisor Group, Inc. 0.06% Reduce -2.7% 149,367 $2.8M
Northeast Financial Consultants Inc 0.12% No change 149,058 $2.8M
Selway Asset Management 1.14% Reduce -9.2% 149,000 $2.8M
Venture Visionary Partners LLC 0.11% Reduce -4.0% 144,871 $2.7M
Integrated Wealth Concepts LLC 0.03% Add +2.6% 143,889 $2.7M
NewEdge Wealth, LLC 0.05% Add +87.5% 142,840 $2.7M
Sigma Planning Corp 0.08% Reduce -1.0% 141,729 $2.6M
GAMCO Investors 0.03% Add +47.9% 137,800 $2.6M
Outfitters Financial LLC 2.31% No change 137,762 $2.6M
Cannell & Spears LLC 0.05% Add +1.1% 137,147 $2.5M
Cwm, LLC 0.01% Reduce -4.0% 135,989 $2.5M
Equitable Holdings, Inc. 0.02% Add +15.3% 135,201 $2.5M
Wealthcare Advisory Partners LLC 0.07% Add +13.4% 135,128 $2.5M
Sage Investment Counsel LLC 3.18% Reduce -1.5% 135,075 $2.5M
Bank of New York Mellon Corp 0.00% Add +20.0% 134,509 $2.5M
Wedbush Securities Inc. 0.09% Reduce -1.6% 133,076 $2.5M
Clarus Group, Inc. 0.96% Add +0.2% 132,424 $2.5M
Rockwood Wealth Management, LLC 0.25% Reduce -0.0% 131,672 $2.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -3.7% 131,000 $2.4M
IFG Advisory, LLC 0.13% Add +19.6% 130,667 $2.4M
Cobblestone Capital Advisors LLC 0.13% Add +0.8% 129,880 $2.4M
Fifth Third Bancorp 0.01% Add +0.1% 128,427 $2.4M
Geode Capital Management, LLC 0.00% Add +3.0% 127,494 $2.4M
Integrated Advisors Network LLC 0.12% Add +21.1% 127,291 $2.4M
Dynamic Advisor Solutions LLC 0.08% Reduce -10.0% 126,743 $2.4M
Independent Financial Group, LLC 0.08% Add +12.3% 125,764 $2.3M
Millennium Capital Advisors, LLC 1.68% Reduce -1.3% 122,535 $2.3M
Arkadios Wealth Advisors 0.09% Add +10.7% 121,543 $2.3M
Strong Tower Advisory Services 0.55% New 140,093 $2.2M
Intellectus Partners, LLC 0.55% Add +5.8% 118,984 $2.2M
Forum Financial Management, LP 0.04% Reduce -6.7% 117,901 $2.2M
Prevail Innovative Wealth Advisors, LLC 0.58% Add +316.9% 117,312 $2.2M
Wellington Shields Capital Management, LLC 0.39% Reduce -0.2% 117,024 $2.2M
Summit Securities Group LLC 1.51% Reduce -78.6% 116,800 $2.2M
New Republic Capital, LLC 0.93% No change 115,973 $2.2M
Quantum Private Wealth, LLC 0.81% Reduce -0.6% 115,888 $2.2M
Ellsworth Advisors, LLC 0.56% Add +4.7% 114,086 $2.1M
Pingora Partners LLC 1.57% No change 113,656 $2.1M
Intrua Financial, LLC 0.33% Reduce -2.5% 113,180 $2.1M
Baugh & Associates, LLC 1.05% Add +39.4% 119,000 $2.1M
Jacobi Capital Management LLC 0.15% Add +0.5% 111,181 $2.1M
Meridian Wealth Management, LLC 0.10% Add +0.7% 110,296 $2.1M
Kirr Marbach & Co. LLC 0.48% Reduce -3.4% 110,203 $2.0M
Wesbanco Bank Inc. 0.07% Add +4.0% 109,900 $2.0M
Alpha Wealth Funds, LLC 2.21% No change 109,500 $2.0M
Chase Investment Counsel Corp. 0.74% Add +32.7% 109,215 $2.0M
DAVENPORT & Co LLC 0.01% Add +1.0% 109,151 $2.0M
Avidian Wealth Enterprises, LLC 0.09% Add +4.8% 107,728 $2.0M
Silverlake Wealth Management LLC 0.77% Reduce -0.2% 107,554 $2.0M
Macquarie Group Ltd. 0.00% Add +10.5% 107,096 $2.0M
Aull & Monroe Investment Management Corp 0.99% Add +4.5% 107,064 $2.0M
SCS Capital Management LLC 0.03% New 106,632 $2.0M
Bulltick Wealth Management, LLC 0.52% Add +107.8% 106,000 $2.0M
Kingsman Wealth Management, Inc. 1.43% — 105,357 $2.0M
Spire Wealth Management 0.06% Add +2.2% 105,239 $2.0M
Transcend Capital Advisors, LLC 0.14% Add +22.7% 104,849 $1.9M
TCW Group Inc. 0.02% No change 103,400 $1.9M
Steel Grove Capital Advisors, LLC 0.29% Add +0.1% 102,103 $1.9M
AE Wealth Management LLC 0.02% Add +12.7% 101,699 $1.9M
Taconic Capital Advisors LP 0.16% No change 100,000 $1.9M
Clarkston Capital Partners, LLC 0.04% No change 100,000 $1.9M
True North Advisors, LLC 0.33% New 99,617 $1.9M
Haverford Trust Co 0.02% No change 99,564 $1.9M
LexAurum Advisors, LLC 0.36% Add +0.0% 98,920 $1.8M
Lindbrook Capital, LLC 0.17% Reduce -25.9% 98,489 $1.8M
Pathway Financial Advisers, LLC 0.62% Add +8.8% 97,119 $1.8M
Chapin Davis, Inc. 0.62% Reduce -9.6% 97,111 $1.8M
FourWorld Capital Management LLC 1.23% New 96,500 $1.8M
Sonora Investment Management Group, LLC 0.14% Add +1.1% 95,751 $1.8M
Quadrant Capital Group LLC 0.07% No change 94,962 $1.8M
StoneX Group Inc. 0.10% Reduce -0.3% 94,504 $1.8M
Bramshill Investments, LLC 0.18% Reduce -17.3% 94,271 $1.8M
Gladstone Institutional Advisory LLC 0.08% Reduce -17.7% 94,155 $1.8M
Virtu Financial LLC 0.09% New 93,649 $1.7M
Intellus Advisors LLC 0.30% Add +0.1% 92,015 $1.7M
World Investment Advisors 0.04% Add +4.8% 91,953 $1.7M
Exencial Wealth Advisors, LLC 0.06% Add +0.9% 91,677 $1.7M
Uptown Financial Advisors LLC 1.74% No change 90,689 $1.7M
Foundations Investment Advisors, LLC 0.03% Add +7.9% 89,263 $1.7M
Avior Wealth Management, LLC 0.06% Add +30.2% 89,078 $1.7M
Cascade Investment Group, Inc. 1.27% Reduce -2.2% 88,950 $1.7M
Autumn Glory Partners, LLC 0.82% Reduce -19.9% 88,838 $1.7M
Joseph P. Lucia & Associates, LLC 0.75% Add +33.0% 88,262 $1.6M
Kelleher Financial Advisors 0.64% Add +7.0% 86,649 $1.6M
Cornerstone Advisory, LLC 0.19% Add +215.8% 101,756 $1.6M
Avos Capital Management, LLC 1.05% Reduce -4.8% 85,514 $1.6M
Sanders Morris Harris LLC 0.25% Reduce -2.3% 85,198 $1.6M
Sheaff Brock Investment Advisors, LLC 0.15% Reduce -18.3% 85,318 $1.6M
Griffin Asset Management, Inc. 0.19% Reduce -13.5% 85,309 $1.6M
Brown Brothers Harriman & Co. 0.01% Add +3.5% 85,283 $1.6M
Summit Financial Strategies, Inc. 0.16% Reduce -0.5% 85,084 $1.6M
Belpointe Asset Management LLC 0.08% Add +9.2% 84,982 $1.6M
FourThought Financial Partners, LLC 0.16% Reduce -0.6% 84,614 $1.6M
Penbrook Management LLC 1.17% Reduce -0.0% 83,465 $1.6M
Personal Cfo Solutions, LLC 0.31% Reduce -0.2% 82,034 $1.5M
Enhancing Capital LLC 1.20% No change 80,640 $1.5M
Linscomb Wealth, Inc. 0.07% Add +13.0% 80,626 $1.5M
Albert D Mason Inc. 1.01% Reduce -7.5% 79,815 $1.5M
McAdam, LLC 0.09% Add +2.8% 79,786 $1.5M
Ninepoint Partners LP 0.26% No change 78,832 $1.5M
Townsquare Capital LLC 0.02% Reduce -91.7% 78,529 $1.5M
Ameritas Advisory Services, LLC 0.06% Add +2.0% 74,695 $1.5M
F/m Investments LLC 0.06% No change 77,933 $1.4M
Burford Brothers, Inc. 0.70% Add +52.2% 77,467 $1.4M
MIdWestOne Financial Group, Inc. 0.20% Add +13.7% 77,218 $1.4M
Snowden Capital Advisors LLC 0.05% Reduce -4.7% 77,015 $1.4M
Manske Wealth Management 0.54% Add +5.0% 76,631 $1.4M
Campbell Capital Management Inc. 0.83% Add +3.0% 76,200 $1.4M
Stablepoint Partners, LLC 0.26% Reduce -0.1% 76,180 $1.4M
Fortress Private Ledger, LLC 0.79% Add +4.3% 76,099 $1.4M
GFG Capital, LLC 0.43% No change 75,840 $1.4M
Mgo One Seven LLC 0.05% Add +27.5% 75,144 $1.4M
Fidelity D & D Bancorp Inc. 0.90% No change 73,225 $1.4M
Addis & Hill, Inc 0.93% Reduce -0.9% 71,999 $1.3M
Keystone Financial Group 0.14% New 71,166 $1.3M
Founders Financial Securities LLC 0.11% Reduce -2.4% 76,283 $1.3M
Counterpoint Mutual Funds LLC 0.19% New 70,577 $1.3M
Legacy Advisors, LLC 0.13% Reduce -4.3% 70,512 $1.3M
Western Wealth Management, LLC 0.09% Add +2.3% 70,072 $1.3M
GFS Advisors, LLC 0.26% Add +16.7% 70,000 $1.3M
Meridian Wealth Advisors, LLC 0.22% Add +5.6% 69,928 $1.3M
Stokes Family Office, LLC 0.15% Add +0.2% 69,721 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +9.3% 68,761 $1.3M
Capital Advisors Inc. 0.03% Add +12.5% 69,148 $1.3M
Paragon Capital Management Ltd 0.26% No change 68,724 $1.3M
Bard Financial Services, Inc. 0.16% Add +22.4% 68,250 $1.3M
Platform Technology Partners 0.37% Add +1.2% 68,131 $1.3M
Cullen/Frost Bankers, Inc. 0.02% Reduce -1.0% 68,059 $1.3M
SCP Investment, LP 1.07% Add +153.0% 67,800 $1.3M
Chesley Taft & Associates LLC 0.06% Add +0.1% 67,686 $1.3M
Burney Co./ 0.05% Reduce -0.4% 67,353 $1.3M
Caprock Group, LLC 0.04% Add +17.5% 67,128 $1.2M
One Charles Private Wealth Services, LLC 0.40% Add +0.0% 66,646 $1.2M
Private Wealth Partners, LLC 0.10% No change 66,500 $1.2M
Capital Advisory Group Advisory Services, LLC 0.47% Reduce -24.8% 65,849 $1.2M
Empire Financial Management Company, LLC 0.37% Add +2.4% 65,025 $1.2M
Hudson Value Partners, LLC 0.45% No change 64,775 $1.2M
Cullen Investment Group, LTD. 0.18% Add +2.5% 64,400 $1.2M
Retireful, LLC 1.13% New 63,864 $1.2M
Jump Financial, LLC 0.02% Reduce -14.6% 64,254 $1.2M
Diversify Advisory Services, LLC 0.07% Reduce -92.4% 69,937 $1.2M
Monetary Management Group Inc. 0.32% No change 64,000 $1.2M
Avalon Capital Management 0.34% Reduce -20.1% 63,700 $1.2M
Anchor Investment Management, LLC 0.11% No change 63,655 $1.2M
Stockman Wealth Management, Inc. 0.17% Add +4.9% 62,566 $1.2M
Argent Advisors, Inc. 0.39% Add +14.3% 62,268 $1.2M
IMC-Chicago, LLC 0.04% Reduce -55.8% 62,068 $1.2M
Merit Financial Group, LLC 0.02% Reduce -9.0% 60,977 $1.1M
PYA Waltman Capital, LLC 0.35% Add +55.6% 60,676 $1.1M
Obermeyer Wealth Partners 0.06% Add +44.6% 60,674 $1.1M
HFG Advisors, Inc. 0.96% Add +7.0% 60,662 $1.1M
Geneos Wealth Management Inc. 0.04% Add +3.1% 60,634 $1.1M
LMG Wealth Partners, LLC 0.25% Add +0.4% 60,143 $1.1M
Lanark Financial, Inc. 0.09% — 59,364 $1.1M
Morningstar Investment Management LLC 0.09% Reduce -72.8% 59,337 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.23% Reduce -0.8% 59,156 $1.1M
Nilsine Partners, LLC 0.12% No change 59,141 $1.1M
PFG Advisors 0.06% Add +1.4% 59,013 $1.1M
Choreo, LLC 0.02% Reduce -3.8% 58,444 $1.1M
Summit Trail Advisors, LLC 0.04% Add +1.1% 58,181 $1.1M
Allworth Financial LP 0.01% Add +13.7% 61,465 $1.1M
Holderness Investments Co. 0.25% Add +0.2% 56,827 $1.1M
Avion Wealth 0.27% No change 53,860 $1.1M
CWA Asset Management Group, LLC 0.05% Add +21.6% 56,686 $1.1M
Nicholson Meyer Capital Management, Inc. 0.96% — 56,424 $1.0M
Olistico Wealth, LLC 0.65% No change 56,123 $1.0M
Banco Santander, S.A. 0.01% New 55,926 $1.0M
Huntington National Bank 0.01% Add +0.4% 55,680 $1.0M
EverSource Wealth Advisors, LLC 0.06% Reduce -1.1% 55,602 $1.0M
Samalin Investment Counsel, LLC 0.41% Add +3.8% 53,805 $1.0M
First Manhattan Co. Llc. 0.00% New 53,707 $998K
MRP Capital Investments, LLC 0.93% Add +1381.1% 53,408 $993K
Fiduciary Group, LLC 0.10% Add +31.9% 53,109 $987K
Mission Wealth Management, LP 0.02% Add +1.8% 52,981 $985K
EP Wealth Advisors, LLC 0.01% Reduce -1.9% 52,285 $972K
Wellington Shields & Co., LLC 0.30% Add +0.4% 51,722 $962K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -1.2% 51,426 $956K
Moneco Advisors, LLC 0.10% Add +8.7% 51,342 $954K
Gibraltar Capital Management, Inc. 0.20% New 51,036 $949K
National Bank of Canada 0.00% Reduce -93.8% 50,635 $942K
Synovus Financial Corp. 0.01% Reduce -0.2% 50,412 $937K
Compass Financial Group, INC 0.18% Add +0.3% 50,260 $934K
BLB&B Advisors, LLC 0.05% Add +2.0% 50,051 $930K
Advisor OS, LLC 0.11% Add +2.8% 49,935 $928K
Sequoia Financial Advisors, LLC 0.01% Add +3.2% 49,852 $927K
Delos Wealth Advisors, LLC 0.72% No change 48,914 $909K
Caitlin John, LLC 0.89% Add +56.7% 48,793 $907K
Watts Gwilliam & Co., LLC 0.20% Reduce -26.8% 48,732 $906K
Talon Private Wealth, LLC 0.12% Add +1.6% 48,722 $906K
MSH Capital Advisors LLC 0.28% Add +15.7% 48,537 $902K
CreativeOne Wealth, LLC 0.03% Add +0.0% 48,417 $900K
Guggenheim Capital LLC 0.01% Reduce -10.9% 48,219 $896K
LaSalle St. Investment Advisors, LLC 0.21% Add +18.6% 48,192 $895K
Kovack Advisors, Inc. 0.09% Reduce -22.8% 48,117 $894K
North Star Investment Management Corp. 0.06% Add +13.4% 47,892 $890K
one8zero8, LLC 0.21% Add +2.1% 47,839 $889K
Moody National Bank Trust Division 0.09% No change 47,815 $889K
Quantum Portfolio Management LLC 0.45% Reduce -32.4% 47,729 $887K
Bridgewater Advisors Inc. 0.08% Add +1.0% 51,808 $883K
Cadence Bank 0.06% Add +5.6% 47,424 $882K
KCM Investment Advisors LLC 0.03% No change 47,300 $879K
TCTC Holdings, LLC 0.03% No change 47,098 $876K
Chiron Capital Management, LLC 0.79% Reduce -31.8% 46,661 $867K
Kingswood Wealth Advisors, LLC 0.08% Reduce -53.3% 46,178 $864K
Morton Capital Management LLC 0.17% Add +1.3% 46,382 $862K
Cornerstone Wealth Management, LLC 0.06% Add +4.3% 46,240 $860K
Pointe Capital Management LLC 0.50% No change 46,138 $858K
Wealth Alliance Advisory Group, LLC 0.18% Reduce -0.7% 46,105 $857K
Thrive Wealth Management, LLC 0.16% Reduce -0.0% 46,034 $856K
Transce3nd, LLC 0.38% Reduce -16.4% 46,010 $854K
Farther Finance Advisors, LLC 0.02% Add +22.7% 45,507 $852K
Independent Wealth Network Inc. 0.34% Reduce -3.8% 45,781 $851K
Diligent Investors, LLC 0.21% Reduce -0.1% 45,543 $847K
Samjo Management, LLC 0.36% Add +2.3% 45,500 $846K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -8.4% 45,405 $844K
Inspire Advisors, LLC 0.10% Add +82.4% 45,219 $841K
Mattern Wealth Management LLC 0.19% Add +4.5% 45,022 $837K
Certuity, LLC 0.09% Add +81.7% 44,940 $835K
GTS Securities LLC 0.04% New 44,795 $833K
Meriwether Wealth & Planning, LLC 0.54% Add +0.7% 44,466 $827K
Ariston Services Group 0.69% Add +49.1% 44,409 $826K
Wealthstar Advisors, LLC 0.38% Add +25.2% 44,230 $822K
Argyle Capital Partners, LLC 0.70% Reduce -4.1% 44,174 $821K
Cascade Financial Partners, LLC 0.10% Add +0.3% 43,852 $815K
RFG Advisory, LLC 0.02% Add +3.6% 43,640 $811K
Waterfront Wealth Inc. 0.20% Reduce -0.1% 43,413 $807K
Disciplined Investments, LLC 0.37% Add +1.3% 42,916 $798K
Oak Harvest Investment Services 0.11% Add +0.0% 42,678 $793K
Two Sigma Securities, LLC 0.12% Add +244.8% 42,386 $788K
Noesis Capital Mangement Corp. 0.16% Add +13.5% 42,343 $787K
Regions Financial Corp. 0.01% Add +27.6% 42,205 $785K
Lee Financial Co 0.12% Reduce -78.2% 42,160 $784K
Mountain Lake Investment Management LLC 0.74% New 42,049 $782K
MMBG Investment Advisors Co. 0.09% No change 41,905 $779K
WT Wealth Management 0.25% Add +7.6% 41,890 $779K
Flagship Harbor Advisors, LLC 0.04% Add +14.3% 41,602 $773K
Bouchey Financial Group, Ltd. 0.07% No change 41,402 $770K
Modus Advisors, LLC 0.25% No change 41,302 $768K
NorthRock Partners, LLC 0.03% Add +5.0% 40,466 $752K
Essex Financial Services, Inc. 0.05% Reduce -1.2% 40,146 $746K
Iams Wealth Management, LLC 0.34% No change 40,000 $744K
Beam Wealth Advisors, Inc. 0.25% Add +1.5% 39,934 $742K
FineMark National Bank & Trust 0.03% Add +6.1% 39,929 $742K
Hardy Reed LLC 0.07% No change 39,840 $741K
State of Wyoming 0.10% Add +289.5% 39,478 $734K
Fidelis Capital Partners, LLC 0.08% No change 41,960 $732K
Vanguard Personalized Indexing Management, LLC 0.01% Add +2.4% 39,280 $730K
AlphaQ Advisors LLC 1.75% Reduce -3.2% 39,205 $729K
CW Advisors, LLC 0.01% New 39,067 $728K
Sfmg, LLC 0.06% Add +4.3% 38,838 $722K
WealthTrust Axiom LLC 0.22% Reduce -2.2% 38,572 $717K
Stratos Wealth Advisors, LLC 0.04% Add +0.0% 38,212 $710K
Compound Planning, Inc. 0.03% Add +19.3% 38,085 $708K
Arete Wealth Advisors, LLC 0.05% Reduce -1.5% 37,971 $706K
Strategic Financial Concepts, LLC 0.13% Reduce -1.5% 37,741 $702K
Parkside Financial Bank & Trust 0.09% No change 37,550 $698K
Bessemer Group Inc. 0.00% No change 37,566 $698K
XML Financial, LLC 0.07% Reduce -18.4% 37,543 $698K
First United Bank & Trust 0.26% Add +233.7% 37,541 $698K
McDonald Partners LLC 0.18% Add +1.2% 37,266 $693K
Hilltop Wealth Advisors, LLC 0.39% No change 37,180 $691K
Chung Wu Investment Group, LLC 0.82% No change 37,072 $689K
Ausdal Financial Partners, Inc. 0.05% Reduce -14.0% 36,751 $683K
Tyler-Stone Wealth Management 0.12% Add +7.1% 36,737 $683K
Asio Capital, LLC 0.13% Add +9.0% 36,500 $679K
Perigon Wealth Management, LLC 0.02% Reduce -1.4% 36,429 $677K
Mallini Complete Financial Planning LLC 0.71% Add +0.8% 36,348 $676K
Focus Financial Network, Inc. 0.03% Add +37.4% 36,321 $675K
KPP Advisory Services LLC 0.13% Add +2.3% 36,208 $673K
Fiduciary Alliance LLC 0.07% New 35,935 $668K
Jane Street Group, LLC 0.00% Reduce -96.4% 35,716 $664K
Fortis Capital Management LLC 0.13% Add +9.3% 35,587 $662K
Visionary Wealth Advisors 0.04% Add +3.5% 35,557 $661K
Financial Counselors Inc. 0.01% Add +106.2% 35,510 $660K
Veracity Capital LLC 0.26% Add +1.6% 35,456 $659K
Stonegate Investment Group, LLC 0.02% Add +2.6% 35,202 $654K
ARS Wealth Advisors Group, LLC 0.09% No change 35,159 $654K
Whitener Capital Management, Inc. 0.18% Add +2.9% 35,121 $653K
Jaffetilchin Investment Partners, LLC 0.05% Add +68.7% 35,100 $653K
Argent Trust Co 0.03% Reduce -4.7% 35,006 $651K
Asset Allocation Strategies LLC 0.16% Add +1.6% 34,980 $650K
Quantinno Capital Management LP 0.00% New 34,936 $649K
Archford Capital Strategies, LLC 0.09% No change 34,713 $645K
Consolidated Portfolio Review Corp 0.10% Add +0.0% 34,363 $639K
National Philanthropic Trust 0.01% Reduce -1.6% 34,324 $638K
Parallel Advisors, LLC 0.01% Add +71.0% 34,182 $635K
Gould Asset Management LLC 0.13% No change 34,056 $633K
Empirical Asset Management, LLC 0.22% Reduce -6.7% 34,010 $632K
Pinnacle Associates Ltd. 0.01% Reduce -7.3% 34,003 $632K
Banco BTG Pactual S.A. 0.16% No change 34,000 $632K
FAS Wealth Partners, Inc. 0.05% Add +2.0% 33,733 $627K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -2.3% 33,221 $618K
Advus Financial Partners, LLC 0.17% No change 33,192 $617K
Arax Advisory Partners 0.04% Reduce -3.2% 33,183 $617K
Prairie Wealth Advisors, Inc. 0.30% Add +4.8% 33,050 $614K
Rehmann Capital Advisory Group 0.04% Add +0.0% 33,019 $614K
Alpha Cubed Investments, LLC 0.03% Reduce -0.2% 33,014 $614K
Fisher Asset Management 0.00% Reduce -22.3% 32,856 $611K
Security National Bank of Sioux City Iowa 0.44% No change 32,825 $610K
LongView Wealth Management 0.18% Reduce -0.8% 32,802 $610K
Naples Global Advisors, LLC 0.06% Reduce -3.0% 32,800 $610K
Thoroughbred Financial Services, LLC 0.04% Add +41.4% 32,775 $609K
Hilton Capital Management, LLC 0.05% No change 32,755 $609K
GPS Wealth Strategies Group, LLC 0.08% Add +2.8% 32,715 $608K
Horan Securities, Inc. 0.23% Add +1.7% 32,706 $608K
Advisor Resource Council 0.05% New 39,717 $608K
JT Stratford LLC 0.11% New 32,677 $607K
Brighton Jones LLC 0.02% Add +32.9% 32,587 $606K
Douglass Winthrop Advisors, LLC 0.01% Add +112.0% 32,550 $605K
Lake Street Private Wealth, LLC 0.10% Reduce -10.6% 32,261 $600K
Doliver Advisors, LP 0.17% Reduce -2.3% 32,244 $599K
Bogart Wealth, LLC 0.03% Add +1.3% 32,184 $598K
Fulton Bank, N.A. 0.02% No change 32,172 $598K
Baird Financial Group, Inc. 0.00% Add +42.1% 32,074 $596K
Welch Group, LLC 0.03% Add +10.3% 31,854 $596K
Romano Brothers and Company 0.08% No change 32,002 $595K
RK Capital Management, LLC 0.56% New 32,000 $595K
Magnolia Capital Advisors LLC 0.16% Add +2.2% 31,969 $594K
Winebrenner Capital Management LLC 0.53% Reduce -8.8% 31,764 $590K
Covenant Asset Management, LLC 0.15% Add +1.2% 31,726 $590K
Invenio Wealth Partners LLC 0.25% Reduce -13.6% 31,716 $590K
Conning Inc. 0.02% No change 31,667 $589K
Laidlaw Wealth Management LLC 1.75% Add +38.4% 31,655 $588K
Allspring Global Investments Holdings, LLC 0.00% No change 31,400 $584K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% Add +0.3% 31,331 $582K
Novem Group 0.08% Add +0.1% 31,320 $582K
HBW Advisory Services LLC 0.08% Add +12.2% 31,029 $577K
Prosperity Consulting Group, LLC 0.04% Add +11.6% 31,021 $577K
Full Sail Capital, LLC 0.04% No change 30,875 $574K
Berkshire Asset Management LLC 0.03% Reduce -44.0% 32,961 $573K
SeaCrest Wealth Management, LLC 0.06% Reduce -8.7% 30,698 $571K
Madison Asset Management, LLC 0.01% New 30,500 $567K
Good Life Advisors, LLC 0.04% Add +15.9% 30,471 $566K
Avantax Planning Partners, Inc. 0.02% Add +8.1% 30,369 $565K
King Wealth Management Group 0.09% Add +0.4% 30,352 $564K
Tritonpoint Wealth, LLC 0.05% Add +6.3% 30,154 $561K
Aspen Grove Capital, LLC 0.11% No change 30,001 $558K
BigSur Wealth Management LLC 0.15% No change 30,000 $558K
JBF Capital, Inc. 0.11% No change 30,000 $558K
Moloney Securities Asset Management, LLC 0.08% Reduce -0.3% 29,943 $557K
Secure Asset Management, LLC 0.11% Add +15.2% 29,919 $556K
Tradition Wealth Management, LLC 0.05% Add +1.0% 29,861 $555K
Camelot Portfolios, LLC 0.34% Reduce -0.1% 29,747 $553K
NFSG Corp 0.13% Reduce -61.4% 29,725 $553K
Principal Securities, Inc. 0.01% No change 28,203 $552K
Whipplewood Advisors, LLC 0.33% Reduce -100.0% 4 $552K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% No change 29,016 $539K
Spring Capital Management, LLC 0.29% Reduce -0.7% 29,000 $539K
Rwa Wealth Partners, LLC 0.01% No change 28,835 $536K
Tidal Investments LLC 0.00% Reduce -70.7% 28,759 $535K
Leavell Investment Management, Inc. 0.03% Add +13.9% 28,743 $534K
Aire Advisors, LLC 0.11% Add +17.1% 28,052 $521K
Clear Harbor Asset Management, LLC 0.04% Add +4.8% 28,025 $521K
Waterloo Capital, L.P. 0.05% Reduce -3.0% 27,648 $514K
Seven Springs Wealth Group, LLC 0.19% New 27,563 $512K
Southeast Asset Advisors, LLC 0.06% New 27,420 $510K
Provident Investment Management, Inc. 0.05% No change 27,391 $509K
Marco Investment Management LLC 0.05% Add +1.3% 27,257 $507K
Brave Asset Management Inc. 0.16% Reduce -15.5% 27,178 $505K
American Institute for Advanced Investment Management, LLP 0.38% Reduce -10.3% 27,059 $503K
Nwam LLC 0.04% Reduce -0.6% 27,024 $502K
Agf Management Ltd. 0.00% Reduce -0.0% 26,889 $500K
Conservest Capital Advisors, Inc. 0.05% Add +67.9% 26,839 $499K
Fullcircle Wealth LLC 0.20% New 28,706 $496K
Hartford Financial Management Inc. 0.10% Reduce -2.8% 26,382 $490K
Searle & Co. 0.14% No change 26,344 $490K
Saxon Interests, Inc. 0.23% Add +0.5% 26,181 $487K
Aviance Capital Partners, LLC 0.07% New 26,177 $487K
Pursue Wealth Partners LLC 0.29% No change 26,029 $484K
Michels Family Financial, LLC 0.44% Add +1.2% 25,957 $483K
ARK & TLK Investments, LLC 0.17% No change 25,847 $480K
MV Capital Management, Inc. 0.05% Add +1.6% 25,830 $480K
Evoke Wealth, LLC 0.01% New 25,617 $476K
Whittier Trust Co. 0.01% No change 25,617 $476K
Natixis Advisors, LLC 0.00% Reduce -6.4% 25,493 $474K
Poplar Forest Capital LLC 0.08% No change 25,450 $473K
Financial Partners Group, Inc 0.07% Add +1.5% 25,388 $472K
Checchi Capital Advisers, LLC 0.03% Reduce -14.9% 25,270 $470K
Second Line Capital, LLC 0.12% Reduce -1.9% 25,245 $469K
Flynn Zito Capital Management, LLC 0.21% Reduce -1.6% 25,006 $465K
Schulhoff & Co. Inc. 0.21% No change 25,000 $465K
Lifestyle Asset Management, Inc. 0.25% Reduce -30.6% 24,823 $461K
Sabal Trust CO 0.03% No change 24,765 $460K
Farmers & Merchants Investments Inc. 0.01% No change 24,646 $458K
Scarborough Advisors, LLC 0.07% Reduce -3.3% 24,557 $457K
Pure Financial Advisors, LLC 0.01% New 24,473 $455K
GM Advisory Group, LLC 0.02% Reduce -7.6% 24,457 $455K
Foguth Wealth Management, LLC. 0.11% No change 24,322 $452K
Wealthspire Advisors, LLC 0.00% Reduce -81.3% 24,308 $452K
Gateway Wealth Partners, LLC 0.10% Add +4.5% 24,175 $449K
Strategy Asset Managers LLC 0.09% Add +21.9% 24,053 $447K
Canton Hathaway, LLC 0.09% No change 24,000 $446K
Integrity Alliance, Llc. 0.02% New 23,815 $443K
Teamwork Financial Advisors, LLC 0.06% Reduce -10.4% 23,806 $443K
C2C Wealth Management, LLC 0.42% No change 23,797 $442K
Federation des caisses Desjardins du Quebec 0.00% Reduce -52.6% 23,763 $442K
Redhawk Wealth Advisors, Inc. 0.06% Add +0.7% 23,754 $442K
BIP Wealth, LLC 0.03% Reduce -0.8% 23,722 $441K
CENTRAL TRUST Co 0.01% Reduce -15.2% 23,559 $438K
Ancora Advisors LLC 0.01% No change 23,535 $438K
Stillwater Wealth Management Group 0.38% Reduce -7.6% 23,490 $437K
Bleakley Financial Group, LLC 0.01% Add +2.9% 23,487 $437K
Chicago Capital, LLC 0.01% Reduce -25.2% 23,438 $436K
United Advisor Group, LLC 0.09% Add +26.3% 23,419 $435K
Howard Capital Management, LLC 0.01% Reduce -30.1% 23,402 $435K
Warther Private Wealth, LLC 0.14% Reduce -22.2% 23,350 $434K
Partners Group Holding AG 0.02% Reduce -4.4% 23,272 $433K
Helium Advisors LLC 0.31% Reduce -8.9% 23,266 $433K
Old Mission Capital LLC 0.01% New 23,044 $428K
1ST Source Bank 0.03% No change 22,994 $427K
Signature Wealth Management Partners, LLC 0.28% Add +1.2% 22,847 $425K
Ethos Financial Group, LLC 0.04% No change 21,622 $424K
MADDEN SECURITIES Corp 0.16% No change 22,602 $420K
Atlas Private Wealth Advisors 0.06% Add +1.5% 22,550 $419K
Primoris Wealth Advisors, LLC 0.32% No change 22,500 $418K
E&G Advisors, LLC 0.12% Add +0.0% 22,320 $415K
Alliance Wealth Advisors, LLC 0.24% Reduce -9.7% 22,237 $413K
Procyon Advisors, LLC 0.03% Reduce -19.3% 22,209 $413K
Private Client Services, LLC 0.20% Add +31.2% 22,185 $412K
Papamarkou Wellner Asset Management inc. 0.29% No change 22,108 $411K
PDS Planning, Inc 0.03% Add +0.0% 22,068 $410K
Nicholas Hoffman & Company, LLC. 0.02% No change 21,920 $407K
Walled Lake Planning & Wealth Management, LLC 0.14% Add +0.3% 21,799 $405K
Sagespring Wealth Partners, LLC 0.01% Add +12.1% 21,786 $405K
Act Wealth Management, LLC 0.18% Add +8.8% 21,719 $404K
Belfer Management LLC 7.01% Reduce -0.8% 21,700 $403K
Northwest Wealth Management, LLC 0.08% No change 21,586 $401K
Summit Financial Wealth Advisors, LLC 0.08% No change 21,441 $399K
Eastern Bank 0.01% Add +175.2% 21,440 $399K
Aldebaran Financial Inc. 0.49% Add +5.9% 21,425 $398K
Affinity Wealth Management LLC 0.07% Add +2.0% 21,424 $398K
TCFG Wealth Management, LLC 0.20% Add +76.3% 21,370 $397K
Capital Market Strategies LLC 0.27% Reduce -9.1% 21,323 $396K
Sage Capital Management, LLC 0.21% Add +1.0% 21,205 $394K
Am Investment Strategies LLC 0.10% Reduce -97.9% 400 $393K
Breakwater Capital Group 0.07% Add +2.4% 21,091 $392K
Ingalls & Snyder LLC 0.01% Add +25.1% 21,113 $392K
AQR Capital Management 0.00% Add +62.8% 21,041 $391K
Heritage Trust Co 0.05% No change 21,040 $391K
White Pine Capital LLC 0.14% Reduce -0.7% 21,030 $391K
Mosaic Family Wealth Partners, LLC 0.06% Reduce -3.1% 20,907 $389K
Centaurus Financial, Inc. 0.02% Add +9.7% 20,792 $387K
Fifth Third Wealth Advisors LLC 0.02% New 20,689 $385K
Total Clarity Wealth Management, Inc. 0.13% No change 19,632 $385K
Woodward Diversified Capital, LLC 0.27% Add +0.3% 20,647 $384K
Signaturefd, LLC 0.01% Reduce -30.2% 20,632 $384K
Edgemoor Investment Advisors, Inc. 0.04% No change 20,620 $383K
GatePass Capital, LLC 0.29% Add +78.3% 20,500 $381K
Foster Victor Wealth Advisors, LLC 0.03% Add +29.2% 23,296 $380K
Wedmont Private Capital 0.02% Add +0.9% 23,289 $380K
Christopher J. Hasenberg, Inc 0.16% Reduce -3.4% 20,288 $380K
Legacy Financial Strategies, LLC 0.08% No change 20,391 $379K
Savant Capital, LLC 0.00% Reduce -36.9% 20,354 $378K
M.E. Allison & Co., Inc. 0.37% Add +32.9% 20,192 $375K
Yarger Wealth Strategies, LLC 0.22% Reduce -0.2% 20,187 $375K
Gsa Capital Partners LLP 0.03% Reduce -30.4% 20,157 $375K
SkyOak Wealth, LLC 0.08% Add +17.6% 20,090 $373K
Matrix Private Capital Group LLC 0.22% No change 20,043 $373K
Chelsea Counsel Co. 0.20% New 20,000 $372K
Fortis Group Advisors, LLC 0.07% Reduce -41.8% 19,915 $370K
Cypress Capital Management LLC (WY) 0.44% No change 19,900 $370K
FLC Capital Advisors 0.08% Add +4.2% 19,793 $368K
Harmony Asset Management LLC 0.15% Reduce -0.2% 19,641 $365K
Tranquility Partners, LLC 0.14% Add +1.5% 19,521 $363K
Fiduciary Financial Group, LLC 0.08% Reduce -5.3% 22,785 $363K
Tyche Wealth Partners LLC 0.08% Add +8.8% 19,456 $362K
Glass Jacobson Investment Advisors llc 0.12% No change 18,321 $359K
TrueWealth Advisors, LLC 0.12% Add +19.0% 19,208 $357K
Westover Capital Advisors, LLC 0.08% No change 19,200 $357K
Kennedy Investment Group, Inc. 0.16% Reduce -3.1% 19,033 $354K
Cadent Capital Advisors, LLC 0.13% Add +4.5% 19,029 $354K
Mattern Capital Management, LLC 0.04% Reduce -4.5% 19,003 $353K
Sunbeam Capital Management, LLC 0.33% Add +0.2% 18,878 $351K
Smithbridge Asset Management Inc. 0.06% — 18,753 $349K
Rossby Financial, LCC 0.15% Reduce -13.2% 19,972 $349K
Florida Trust Wealth Management Co 0.01% Reduce -13.8% 18,725 $348K
Blue Trust, Inc. 0.00% Reduce -20.2% 18,679 $347K
OneDigital Investment Advisors LLC 0.00% Reduce -8.4% 18,673 $347K
Salvus Wealth Management, LLC 0.22% Add +0.0% 18,632 $346K
Magnus Financial Group LLC 0.03% Reduce -21.0% 18,619 $346K
Retirement Investment Advisors, Inc. 0.03% Add +8.4% 18,507 $344K
Old North State Trust, LLC 0.22% No change 17,547 $344K
Pallas Capital Advisors LLC 0.01% Add +84.4% 18,463 $343K
Fortitude Advisory Group L.L.C. 0.25% Add +17.2% 20,274 $343K
United Capital Financial Advisors, LLC 0.00% New 18,450 $343K
Grey Fox Wealth Advisors, LLC 0.09% Add +0.6% 18,417 $342K
Opus Capital Group, LLC 0.04% No change 18,399 $342K
Saxony Capital Management, LLC 0.30% Add +6.2% 18,329 $341K
Mills Wealth Advisors LLC 0.18% Reduce -0.1% 18,302 $340K
Vista Investment Partners LLC 0.10% No change 18,147 $337K
Aspen Wealth Management LLC 0.10% Add +3.2% 18,119 $337K
Fairvoy Private Wealth, LLC 0.09% No change 18,072 $336K
Mizuho Markets Americas LLC 0.01% Reduce -61.5% 18,051 $336K
Axxcess Wealth Management, LLC 0.01% Add +1.8% 18,022 $335K
Verity & Verity, LLC 0.03% No change 17,878 $332K
RiverGlades Family Offices LLC 0.24% No change 17,850 $332K
Nicolet Advisory Services, LLC 0.03% Reduce -17.3% 20,641 $328K
HBK Sorce Advisory LLC 0.01% Reduce -32.0% 17,611 $327K
RiverTree Advisors, LLC 0.22% No change 17,500 $325K
Westwood Wealth Management 0.14% Add +12.3% 17,400 $323K
Private Trust Co. NA 0.03% No change 17,381 $323K
Rinkey Investments 0.10% No change 17,376 $323K
Quadcap Wealth Management, LLC 0.05% Reduce -3.4% 17,363 $323K
Park Avenue Securities LLC 0.00% Add +43.1% 17,324 $322K
AlphaStar Capital Management, LLC 0.03% Add +1.0% 17,237 $320K
Potentia Wealth 0.15% Add +6.2% 17,182 $319K
CapWealth Advisors, LLC 0.03% No change 17,125 $318K
Van Hulzen Asset Management, LLC 0.03% Reduce -1.7% 17,120 $318K
Van Cleef Asset Management,Inc 0.04% No change 17,090 $318K
Highlander Partners, L.P. 0.20% No change 17,080 $318K
Register Financial Advisors LLC 0.16% Add +0.0% 17,038 $317K
Leisure Capital Management 0.13% No change 17,000 $316K
Almanack Investment Partners, LLC. 0.06% Add +0.8% 16,913 $314K
Whalerock Point Partners, LLC 0.08% Add +8.3% 16,900 $314K
Kavar Capital Partners Group, LLC 0.05% No change 16,900 $314K
Pinnacle Financial Partners Inc 0.01% Reduce -1.4% 16,831 $313K
Curated Wealth Partners LLC 0.04% Add +6.4% 16,600 $309K
Chancellor Financial Group WB LP 0.26% Add +7.3% 16,597 $309K
GDS Wealth Management 0.03% No change 16,560 $308K
O'shaughnessy Asset Management, LLC 0.00% Add +36.1% 16,458 $306K
Novare Capital Management LLC 0.03% No change 16,433 $305K
Professional Financial Advisors, LLC 0.08% No change 16,401 $305K
Navellier & Associates Inc. 0.04% New 18,800 $304K
Core Wealth Partners LLC 0.18% Add +6.5% 16,288 $303K
Mayflower Financial Advisors, LLC 0.05% Reduce -1.2% 16,236 $302K
Sound Income Strategies, LLC 0.02% Reduce -3.5% 16,155 $300K
Thrivent Financial for Lutherans 0.00% Reduce -5.6% 16,122 $300K
Sittner & Nelson, LLC 0.13% No change 16,100 $299K
Consilium Wealth Advisory, LLC 0.15% No change 16,000 $297K
Mather Group, Llc. 0.00% Add +0.4% 15,996 $297K
L.M. Kohn & Company 0.08% Add +0.9% 15,935 $296K
Rothschild Investment LLC 0.02% Add +26.7% 15,912 $296K
Naviter Wealth, LLC 0.04% New 15,700 $294K
Bedel Financial Consulting, Inc. 0.04% Add +0.3% 18,496 $292K
KG Capital Management 0.09% Add +1.3% 15,725 $292K
Disciplined Investors, L.L.C. 0.26% Add +0.7% 15,716 $292K
Country Club Bank 0.02% Add +14.4% 15,608 $292K
Aveo Capital Partners, LLC 0.05% Reduce -21.6% 17,126 $289K
Regent Peak Wealth Advisors LLC 0.07% No change 15,540 $289K
Koshinski Asset Management, Inc. 0.02% Add +6.3% 15,523 $289K
Taylor & Morgan Wealth Management, LLC 0.22% Add +1.6% 15,515 $288K
Symmetry Partners, LLC 0.04% No change 15,432 $287K
Granite Group Advisors, LLC 0.20% No change 15,400 $286K
Wealth Alliance, LLC 0.03% Add +2.5% 15,373 $286K
SYM FINANCIAL Corp 0.04% No change 15,341 $285K
First PREMIER Bank 0.07% No change 15,288 $284K
O'Brien Greene & Co. Inc 0.10% Reduce -6.2% 15,268 $284K
Neville Rodie & Shaw Inc. 0.02% Reduce -40.2% 15,175 $283K
WP Advisors, LLC 0.09% New 15,067 $280K
Bison Wealth, LLC 0.03% Add +9.0% 14,869 $276K
Sapient Capital LLC 0.01% No change 14,864 $276K
Tiaa Trust, National Association 0.00% Reduce -5.4% 14,856 $276K
Next Level Wealth Planning, LLC 0.21% Reduce -3.3% 14,787 $275K
Ellis Investment Partners, LLC 0.06% Add +1.8% 14,734 $274K
Southland Equity Partners LLC 0.06% No change 14,722 $274K
Greatmark Investment Partners, Inc. 0.04% Add +15.7% 14,712 $273K
Tepp RIA, LLC 0.37% Add +39.8% 14,679 $273K
CFO4Life Group, LLC 0.05% Add +0.3% 14,620 $272K
Prossimo Advisors, LLC 0.20% Reduce -8.8% 14,563 $271K
WCG Wealth Advisors LLC 0.02% No change 14,488 $269K
Hollow Brook Wealth Management LLC 0.08% No change 14,470 $269K
Modera Wealth Management, LLC 0.00% Add +20.3% 14,464 $269K
Valtrion Capital Management, LLC 0.36% Add +3.1% 14,446 $269K
PCG Wealth Advisors, LLC 0.09% Add +9.9% 14,426 $268K
Peapack Gladstone Financial Corp. 0.00% Reduce -14.7% 14,264 $265K
Trueblood Wealth Management, LLC 0.12% No change 14,180 $264K
Aerodigm Wealth, LLC 0.15% Add +0.1% 14,171 $263K
American Money Management, LLC 0.05% Reduce -2.1% 14,160 $263K
Herold Advisors, Inc. 0.06% Add +3.7% 14,127 $263K
Venturi Wealth Management, LLC 0.01% No change 14,109 $262K
AssuredPartners Investment Advisors, LLC 0.05% Add +1.7% 14,096 $262K
Perennial Investment Advisors, LLC 0.03% Add +0.7% 14,039 $261K
SOA Wealth Advisors, LLC. 0.05% Add +12069.8% 233,781 $260K
Ulland Investment Advisors, LLC 0.23% No change 14,000 $260K
Verdence Capital Advisors LLC 0.02% Add +3.6% 13,958 $259K
Hemington Wealth Management 0.04% No change 13,952 $259K
Xcel Wealth Management, LLC 0.08% New 13,900 $258K
Amplius Wealth Advisors, LLC 0.03% Reduce -4.5% 13,848 $257K
Wealth Effects LLC 0.11% No change 13,814 $257K
Mill Creek Capital Advisors, LLC 0.01% Reduce -51.9% 13,767 $256K
Capital Investment Advisory Services, LLC 0.02% Add +1.2% 13,763 $256K
Simon Quick Advisors, LLC 0.01% Add +35.2% 13,759 $256K
Smithfield Trust Co 0.01% No change 13,731 $255K
Shepherd Financial Partners LLC 0.03% Add +1.6% 13,675 $254K
Family Manage LLC 0.04% No change 13,664 $254K
Seaview Investment Managers LLC 0.06% New 13,632 $253K
Kiker Wealth Management, LLC 0.17% Reduce -12.9% 13,575 $252K
Freedom Day Solutions, LLC 0.08% New 13,551 $252K
First Heartland Consultants, Inc. 0.03% Add +17.5% 13,535 $252K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.18% Reduce -12.9% 13,490 $251K
West Michigan Advisors, LLC 0.08% Add +9.1% 13,467 $250K
Viawealth, LLC 0.15% No change 13,458 $250K
USAdvisors Wealth Management, LLC 0.09% No change 13,500 $250K
HM Payson & Co. 0.00% No change 13,442 $250K
Trek Financial, LLC 0.02% Add +0.0% 13,428 $250K
LBMC Investment Advisors, LLC 0.02% New 13,346 $248K
O'Dell Group, LLC 0.06% No change 13,300 $247K
Euro Pacific Asset Management, LLC 0.04% No change 13,210 $247K
Clifford Swan Investment Counsel LLC 0.01% No change 13,263 $247K
Resonant Capital Advisors, LLC 0.02% No change 13,180 $245K
Pettinga Financial Advisors LLC 0.06% Reduce -52.6% 13,170 $245K
Hobbs Group Advisors, LLC 0.09% Reduce -5.1% 13,160 $245K
Wolff Financial Management LLC 0.07% Add +0.1% 13,150 $244K
Calydon Capital 0.05% No change 13,071 $243K
Shufro Rose & Co. LLC 0.02% No change 13,028 $242K
Sterling Capital Management LLC 0.00% No change 13,003 $242K
Bradley Foster & Sargent Inc. 0.00% No change 12,990 $241K
Main Street Financial Solutions, LLC 0.02% Reduce -39.7% 12,988 $241K
Ruggaard & Associates LLC 0.11% No change 12,987 $241K
Mark Sheptoff Financial Planning, LLC 0.13% Add +4.0% 12,960 $241K
Strategic Advocates LLC 0.08% Add +18.8% 12,835 $239K
Peak Planning Group, LLC 0.10% Add +11.7% 12,816 $238K
Madrona Financial Services, LLC 0.07% No change 12,810 $238K
Probity Advisors, Inc. 0.05% Reduce -0.4% 12,808 $238K
Weil Company, Inc. 0.07% New 12,805 $238K
Uniting Wealth Partners, LLC 0.12% Add +0.1% 12,560 $233K
Levin Capital Strategies, L.P. 0.02% Reduce -28.5% 12,534 $233K
Lazard Asset Management LLC 0.00% Add +9.2% 12,572 $233K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -7.5% 12,500 $232K
Woodstock Corp. 0.02% No change 12,500 $232K
Tompkins Financial Corp. 0.02% No change 12,500 $232K
Nalls Sherbakoff Group, LLC 0.19% — 12,499 $232K
Winthrop Advisory Group LLC 0.03% No change 12,485 $232K
Financial Advocates Investment Management 0.02% Reduce -31.6% 12,466 $232K
Leigh Baldwin & Co., LLC 0.19% Add +0.1% 12,457 $232K
Seelaus Asset Management LLC 0.22% New 12,450 $231K
Safeguard Investment Advisory Group, LLC 0.06% Add +1.5% 12,326 $229K
Madison Park Capital Advisors, LLC 0.20% Add +0.0% 12,308 $229K
Cullinan Associates Inc. 0.02% No change 12,300 $229K
LRI Investments, LLC 0.02% No change 12,290 $228K
Fairman Group, LLC 0.21% Reduce -21.5% 9,150 $228K
Csenge Advisory Group 0.01% New 13,066 $226K
Talisman Wealth Advisors LLC 0.23% No change 12,086 $225K
Boyd Wealth Management, LLC 0.11% Add +6.0% 12,076 $224K
First Trust Capital Management L.P. 0.02% Reduce -5.7% 12,027 $224K
Empower Advisory Group, LLC 0.00% Add +14.7% 12,015 $223K
Quadrant Private Wealth Management, LLC 0.06% New 12,011 $223K
Scissortail Wealth Management, LLC 0.06% Add +4.7% 12,009 $223K
Hall Laurie J Trustee 0.08% No change 12,004 $223K
Smith, Moore & Co. 0.02% Add +16.3% 11,989 $223K
WBH Advisory Inc. 0.02% No change 11,987 $223K
Barrett & Company, Inc. 0.10% Add +0.4% 11,892 $221K
Dudley Capital Management, LLC 0.12% No change 11,887 $221K
Marcum Wealth, LLC 0.02% Reduce -7.6% 11,869 $221K
Alliancebernstein L.P. 0.00% New 11,847 $220K
Kirtland Hills Capital Management, LLC 0.13% New 12,742 $220K
Indiana Trust & Investment Management Co 0.08% Add +5.1% 11,796 $219K
Jim Saulnier & Associates, LLC 0.17% Add +1.6% 11,786 $219K
Centennial Wealth Advisory LLC 0.08% Add +1.3% 11,765 $219K
Cyndeo Wealth Partners, LLC 0.01% Reduce -15.8% 11,718 $218K
American Financial Advisors, LLC 0.03% Add +0.1% 11,649 $217K
Walker Asset Management, LLC 0.13% Reduce -25.5% 11,622 $216K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +0.5% 11,547 $216K
Assetmark, Inc. 0.00% Add +32.6% 11,615 $216K
Kaizen Financial Strategies 0.13% Reduce -2.1% 11,612 $216K
Fermata Advisors, LLC 0.04% Reduce -13.6% 11,506 $214K
Harbor Investment Advisory, LLC 0.02% Add +360.0% 11,501 $214K
Veery Capital, LLC 0.08% No change 11,500 $214K
Northcape Wealth Management, LLC 0.07% New 11,500 $214K
EagleClaw Capital Managment, LLC 0.03% No change 11,500 $214K
Benjamin Edwards Inc. 0.00% Add +0.8% 11,466 $213K
First Citizens Bank & Trust Co. 0.01% Reduce -32.1% 11,454 $213K
Insigneo Advisory Services, LLC 0.02% Reduce -58.3% 11,430 $212K
Adamsbrown Wealth Consultants LLC 0.07% New 11,423 $212K
Voya Financial Advisors, Inc. 0.02% New 11,331 $212K
Key Client Fiduciary Advisors, LLC 0.10% Reduce -5.0% 11,404 $212K
Cura Wealth Advisors, LLC 0.09% Add +0.1% 11,369 $211K
Apollon Financial, LLC 0.05% Add +2.9% 11,315 $210K
Caldwell Sutter Capital, Inc. 0.10% Add +0.0% 11,276 $210K
Centurion Wealth Management LLC 0.07% No change 10,647 $209K
Traynor Capital Management, Inc. 0.02% Reduce -14.6% 11,137 $207K
Partners Wealth Management, LLC 0.23% Add +4.2% 11,135 $207K
SeaBridge Investment Advisors LLC 0.04% No change 11,061 $206K
Cornerstone Select Advisors, LLC 0.19% Add +2.8% 11,020 $205K
Ami Investment Management Inc. 0.07% No change 10,997 $204K
Charles Schwab Investment Management Inc. 0.00% New 10,965 $204K
Greenline Partners, LLC 0.03% New 10,922 $203K
L & S Advisors Inc 0.03% Add +0.8% 10,899 $203K
Freestone Capital Holdings, LLC 0.01% Reduce -92.1% 10,884 $202K
Financial Synergies Wealth Advisors, Inc. 0.02% Add +1.6% 10,761 $200K
Everett Harris & Co. 0.00% No change 10,697 $199K
Creative Financial Designs Inc. 0.02% Reduce -10.3% 10,670 $198K
Oxford Financial Group, LTD. LLC 0.01% Reduce -39.4% 10,667 $198K
Valley National Advisers Inc. 0.04% Add +0.2% 10,630 $197K
IronBridge Private Wealth, LLC 0.08% Add +0.2% 10,584 $197K
Sovereign Financial Group, Inc. 0.05% New 10,565 $196K
IAG Wealth Partners, LLC 0.03% Add +0.9% 10,546 $196K
McCarthy Asset Management, Inc. 0.14% Reduce -4.2% 10,535 $196K
Caliber Wealth Management, LLC / KS 0.03% — 10,520 $196K
Montag A & Associates Inc. 0.01% No change 10,508 $195K
Thompson Davis & Co., Inc. 0.15% No change 10,500 $195K
EPG Wealth Management LLC 0.05% Add +1.4% 10,386 $193K
Lyell Wealth Management, LP 0.02% No change 10,350 $192K
Journey Strategic Wealth LLC 0.01% New 10,326 $192K
Fiduciary Trust Co 0.00% No change 10,270 $191K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 10,179 $191K
Summit X, LLC 0.04% No change 10,196 $190K
Firestone Capital Management 0.05% New 10,170 $189K
Certified Advisory Corp 0.02% Add +0.0% 10,164 $189K
Modern Wealth Management, LLC 0.01% New 10,150 $189K
AlphaCore Capital LLC 0.02% Reduce -17.3% 10,143 $189K
Advisory Alpha, LLC 0.01% New 10,141 $189K
Proficio Capital Partners LLC 0.01% No change 10,083 $187K
Community Trust & Investment Co. 0.01% No change 10,073 $187K
Principle Wealth Partners LLC 0.01% New 10,055 $187K
Prosperity Financial Group, Inc. 0.09% Reduce -5.6% 10,050 $187K
Cornell Pochily Investment Advisors, Inc. 0.07% New 10,043 $187K
Fairview Capital Investment Management, LLC 0.01% New 10,026 $186K
Vanguard Capital Wealth Advisors 0.23% New 10,010 $186K
Asset Allocation & Management Company, LLC 0.09% New 10,000 $186K
Abner Herrman & Brock LLC 0.02% New 10,000 $186K
Hexagon Capital Partners LLC 0.04% Add +5.5% 9,980 $186K
Anfield Capital Management, LLC 0.07% No change 9,877 $184K
Arkfeld Wealth Strategies, L.L.C. 0.08% Reduce -2.3% 10,881 $181K
Operose Advisors LLC 0.06% No change 9,556 $178K
SVB Wealth LLC 0.01% Reduce -59.7% 9,417 $175K
Webster Bank, N. A. 0.02% No change 9,025 $168K
Orion Capital Management LLC 0.07% New 8,800 $164K
Bank of New Hampshire 0.04% No change 8,728 $162K
Next Capital Management LLC 0.08% New 8,708 $162K
AllSquare Wealth Management LLC 0.10% No change 8,621 $160K
MCF Advisors LLC 0.01% Add +4.7% 8,579 $159K
American Capital Advisory, LLC 0.09% No change 8,495 $158K
Financial Gravity Asset Management, Inc. 0.03% — 8,400 $156K
Toth Financial Advisory Corp. 0.02% Add +0.2% 8,374 $156K
Riggs Asset Managment Co. Inc. 0.04% Add +5.2% 8,343 $155K
Future Financial Wealth Managment LLC 0.11% Reduce -4.8% 8,137 $151K
Kings Path Partners LLC 0.07% No change 8,000 $149K
Virtus Investment Advisers, LLC 0.04% New 7,948 $148K
Nemes Rush Group LLC 0.02% Add +0.5% 7,768 $144K
Trifecta Capital Advisors, LLC 0.03% No change 7,700 $143K
Concord Wealth Partners 0.02% Reduce -37.5% 7,680 $143K
University of Texas/Texas Am Investment Management Co. 0.02% Reduce -38.7% 7,249 $135K
Adirondack Trust Co. 0.05% No change 6,994 $130K
SJS Investment Consulting Inc. 0.02% No change 6,983 $130K
Larson Financial Group LLC 0.01% Reduce -29.5% 6,446 $120K
Motco 0.01% No change 6,425 $119K
WASHINGTON TRUST Co 0.00% Reduce -28.9% 6,400 $119K
Sandy Spring Bank 0.01% Add +14.6% 6,360 $118K
Crewe Advisors LLC 0.02% Add +695.3% 6,148 $114K
Proffitt & Goodson Inc. 0.02% No change 6,025 $112K
Johnson Financial Group, Inc. 0.01% Add +20.0% 6,000 $112K
Tortoise Investment Management, LLC 0.01% Add +211.4% 5,916 $110K
BankPlus Trust Department 0.04% No change 5,671 $105K
Hara Capital LLC 0.07% Reduce -39.8% 5,495 $102K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 5,487 $102K
Atticus Wealth Management, LLC 0.03% Add +1.3% 5,393 $100K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% New 5,330 $99K
Strategic Investment Solutions, Inc. 0.03% Reduce -4.6% 5,325 $99K
Global Trust Asset Management, LLC 0.06% Reduce -1.9% 5,200 $97K
Hollencrest Capital Management 0.00% Reduce -65.2% 5,100 $95K
Carolinas Wealth Consulting LLC 0.02% Add +1.6% 5,036 $94K
Zazove Associates LLC 0.17% No change 5,000 $93K
UMB Bank, n.a. 0.00% Add +3.0% 4,984 $93K
City Holding Co. 0.01% No change 4,963 $92K
Aventura Private Wealth, LLC 0.05% Add +0.5% 4,860 $90K
Heritage Wealth Advisors 0.00% Add +4.3% 4,860 $90K
Godsey & Gibb, Inc. 0.01% Add +19.9% 4,795 $89K
Princeton Global Asset Management LLC 0.02% Add +189.4% 4,775 $89K
Plante Moran Financial Advisors, LLC 0.01% Add +12.0% 4,670 $87K
Kozak & Associates, Inc. 0.02% No change 5,117 $86K
Quent Capital, LLC 0.01% Reduce -2.5% 4,523 $84K
Compass Wealth Management LLC 0.02% No change 4,500 $84K
Estabrook Capital Management 0.01% No change 4,451 $83K
North Capital, Inc. 0.08% — 4,367 $81K
Wealth Preservation Advisors, LLC 0.06% — 4,260 $79K
Creekmur Asset Management LLC 0.02% Add +1.6% 4,208 $78K
Founders Capital Management 0.05% Reduce -7.7% 4,192 $78K
SouthState Bank Corp 0.00% Add +36.4% 4,159 $77K
Lummis Asset Management, LP 0.05% No change 4,070 $76K
McIlrath & Eck, LLC 0.01% No change 4,013 $75K
GKV Capital Management Co., Inc. 0.04% No change 4,000 $74K
Mechanics Financial Corp 0.03% No change 4,000 $74K
Citizens National Bank Trust Department 0.02% Add +100.0% 4,000 $74K
Stonebridge Financial Group, LLC 0.01% No change 4,000 $74K
S.A. Mason LLC 0.04% Reduce -20.5% 3,873 $72K
Colonial Trust Advisors 0.01% No change 3,840 $71K
Capital Advisors, Ltd. LLC 0.01% Add +1.6% 3,707 $69K
First Horizon Advisors, Inc. 0.00% No change 3,625 $67K
St Germain D J Co. Inc. 0.00% No change 3,614 $67K
Kelly Lawrence W & Associates Inc. 0.02% No change 3,600 $67K
Optimum Investment Advisors 0.03% No change 3,500 $65K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -88.5% 3,496 $65K
Manchester Capital Management LLC 0.01% No change 3,328 $62K
Coldstream Capital Management Inc. 0.00% New 3,300 $61K
Garde Capital, Inc. 0.00% Reduce -52.1% 3,175 $59K
GHP Investment Advisors, Inc. 0.00% Reduce -27.2% 3,075 $57K
Rosenberg Matthew Hamilton 0.01% No change 3,050 $57K
Caldwell Trust Co 0.01% No change 3,022 $56K
Murphy & Mullick Capital Management Corp 0.05% No change 3,020 $56K
Wolff Wiese Magana LLC 0.04% No change 2,955 $55K
Financial Freedom, LLC 0.03% Add +1.6% 2,953 $55K
Albion Financial Group 0.00% Add +1.6% 2,901 $54K
United Community Bank 0.02% Add +61.5% 2,888 $54K
South Plains Financial, Inc. 0.04% No change 2,778 $52K
Rise Advisors, LLC 0.02% Add +1.6% 2,763 $51K
CX Institutional 0.00% New 2,681 $50K
WFA Asset Management Corp 0.03% Reduce -76.7% 3,155 $50K
AdvisorNet Financial, Inc 0.00% Add +481.9% 2,665 $50K
Fortitude Family Office, LLC 0.02% Reduce -45.3% 2,661 $49K
Private Wealth Asset Management, LLC 0.01% — 2,657 $49K
Brooklyn Investment Group 0.01% New 2,651 $49K
CBIZ Investment Advisory Services, LLC 0.00% Add +1.1% 2,643 $49K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +7.2% 2,600 $48K
Pacific Center for Financial Services 0.01% Add +34.7% 2,586 $48K
Main Street Group, LTD 0.02% Add +59.4% 2,547 $47K
Key Financial Inc 0.01% Add +1.6% 2,473 $46K
Continuum Advisory, LLC 0.01% Add +2.6% 2,459 $46K
Asset Dedication, LLC 0.00% Add +0.8% 2,400 $45K
Vermillion Wealth Management, Inc. 0.01% Add +0.1% 2,339 $43K
Tidemark, LLC 0.02% Add +6.6% 2,333 $43K
SRH Advisors, LLC 0.01% No change 2,325 $43K
Cherry Tree Wealth Management, LLC 0.01% No change 2,211 $41K
Beacon Capital Management, LLC 0.01% Add +1.6% 2,209 $41K
High Note Wealth, LLC 0.01% No change 2,200 $41K
N.E.W. Advisory Services LLC 0.00% New 2,131 $40K
Golden State Wealth Management, LLC 0.01% Add +0.9% 2,091 $39K
HWG Holdings LP 0.02% New 2,049 $38K
Stone House Investment Management, LLC 0.01% New 2,021 $38K
Trust Co 0.00% No change 2,000 $37K
NBT Bank, N.A. 0.00% No change 2,000 $37K
Chilton Capital Management LLC 0.00% No change 2,000 $37K
Glen Eagle Advisors, LLC 0.01% No change 1,997 $37K
Armstrong Advisory Group, Inc. 0.00% No change 1,880 $37K
Hanson & Doremus Investment Management 0.01% No change 1,952 $36K
Cape Investment Advisory, Inc. 0.01% Add +0.4% 1,898 $35K
Evermay Wealth Management LLC 0.00% No change 1,844 $34K
Vision Financial Markets LLC 0.04% New 1,802 $33K
Richards, Merrill & Peterson, Inc. 0.02% No change 1,800 $33K
Peoples Financial Services Corp. 0.02% No change 1,792 $33K
Community Bank, N.A. 0.00% No change 1,700 $32K
Ameriflex Group, Inc. 0.01% Reduce -40.4% 1,579 $29K
Colonial Trust Co / SC 0.00% No change 1,567 $29K
Clarity Asset Management, Inc. 0.02% Add +1.6% 1,515 $28K
Capital A Wealth Management, LLC 0.03% Add +13.1% 1,507 $28K
Sawyer & Company, Inc 0.01% No change 1,500 $28K
Fourth Dimension Wealth, LLC 0.01% No change 1,500 $28K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 1,500 $28K
HHM Wealth Advisors, LLC 0.00% Add +6.2% 1,470 $27K
Beutel, Goodman & Co Ltd. 0.00% New 1,500 $27K
Delta Asset Management LLC 0.00% No change 1,400 $26K
Boyd Watterson Asset Management LLC 0.01% No change 1,385 $26K
Financial Connections Group, Inc. 0.01% Add +1.6% 1,395 $25K
Beaird Harris Wealth Management, LLC 0.00% Reduce -38.1% 1,332 $25K
Mountain Hill Investment Partners Corp. 0.02% No change 1,283 $24K
Frazier Financial Advisors, LLC 0.02% Reduce -1.1% 1,235 $23K
Tsfg, LLC 0.00% No change 1,172 $22K
Ameritas Investment Partners, Inc. 0.00% Add +40.6% 1,125 $21K
ESL Trust Services, LLC 0.00% No change 1,091 $20K
Prestige Wealth Management Group LLC 0.00% Add +1.6% 1,033 $19K
Islay Capital Management, LLC 0.01% No change 1,024 $19K
TD Capital Management LLC 0.00% No change 1,018 $19K
Game Plan Financial Advisors, LLC 0.01% No change 1,000 $19K
City State Bank 0.01% No change 1,000 $19K
Rialto Wealth Management, LLC 0.01% No change 1,000 $19K
Global Wealth Strategies & Associates 0.01% No change 1,000 $19K
Provenance Wealth Advisors, LLC 0.00% No change 1,000 $19K
GAMMA Investing LLC 0.00% Reduce -33.3% 1,000 $19K
WealthTrak Capital Management LLC 0.02% No change 960 $18K
PFS Partners, LLC 0.01% Add +0.8% 915 $17K
Cornerstone National Bank & Trust Co 0.01% No change 906 $17K
JFS Wealth Advisors, LLC 0.00% Add +5.9% 902 $17K
CNB Bank 0.01% No change 900 $17K
Financial Network Wealth Advisors LLC 0.02% Add +110.9% 873 $16K
Eq Wealth Advisors, LLC 0.01% No change 16,135 $16K
Signature Resources Capital Management, LLC 0.01% No change 830 $15K
Smallwood Wealth Investment Management, LLC 0.01% New 811 $15K
Clear Investment Research, LLC 0.02% Add +1.5% 807 $15K
Russell Investments Group, Ltd. 0.00% Add +94.8% 779 $14K
Physician Wealth Advisors, Inc. 0.00% No change 768 $14K
American National Bank & Trust 0.00% No change 705 $13K
Archer Investment Corp 0.00% No change 680 $13K
Addison Advisors LLC 0.00% No change 640 $12K
Financial Management Professionals, Inc. 0.00% No change 633 $12K
Painted Porch Advisors LLC 0.00% Add +1.7% 610 $11K
First Pacific Financial 0.00% New 601 $11K
Hoese & Co LLP 0.01% No change 600 $11K
Cedar Mountain Advisors, LLC 0.00% Add +1.5% 595 $11K
New England Capital Financial Advisors LLC 0.01% Add +1.6% 560 $10K
Hoey Investments, Inc. 0.00% No change 516 $10K
Smartleaf Asset Management LLC 0.00% Reduce -91.5% 500 $9K
Park Place Capital Corp 0.00% No change 485 $9K
Legacy Wealth Managment, LLC 0.01% Add +678.0% 459 $9K
Arlington Trust Co LLC 0.00% New 435 $8K
Centerpoint Advisors, LLC 0.00% No change 434 $8K
Costello Asset Management, INC 0.00% Add +34.4% 395 $7K
Chesapeake Asset Management LLC 0.01% Add +1.6% 314 $6K
Trust Co. of Vermont 0.00% New 306 $6K
Runnymede Capital Advisors, Inc. 0.01% No change 300 $6K
Millstone Evans Group, LLC 0.00% Add +17.6% 300 $6K
Union Savings Bank 0.00% New 298 $6K
Safe Harbor Fiduciary, LLC 0.01% New 288 $5K
Burkett Financial Services, LLC 0.00% Add +1.8% 288 $5K
SWAN Capital LLC 0.00% No change 272 $5K
Covestor Ltd 0.00% No change 266 $5K
Penserra Capital Management LLC 0.00% No change 285 $5K
Pineridge Advisors LLC 0.00% Reduce -75.8% 241 $4K
Atwood & Palmer Inc. 0.00% No change 223 $4K
Independence Bank of Kentucky 0.00% No change 200 $4K
VSM Wealth Advisory, LLC 0.00% Add +1.6% 185 $3K
Raiffeisen Bank International AG 0.00% No change 116 $2K
Truvestments Capital LLC 0.00% Reduce -86.9% 110 $2K
CKW Financial Group 0.00% No change 100 $2K
Sachetta, LLC 0.00% No change 100 $2K
1620 Investment Advisors, Inc. 0.00% No change 95 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 80 $1K
Pacifica Partners Inc. 0.00% New 75 $1K
ORG Partners LLC 0.00% Reduce -99.9% 30 $565
Putney Financial Group LLC 0.00% No change 30 $558
Keystone Financial Group, Inc. 0.00% No change 30 $474
MPWM Advisory Solutions, LLC 0.00% No change 21 $390
Hazlett, Burt & Watson, Inc. 0.00% No change 20 $0

"% of holder's portfolio" is ET's weight in each manager's 13F, not the share of Energy Transfer LP the manager owns.