Energy Transfer LPET

13F holders, Q3 2025 (September 30)
1,224holders −10
77new positions
80sold out
8famous investors
$17.15avg. 13F price*

At the end of Q3 2025, 1,224 institutions reported holding Energy Transfer LP (ET) in their 13F filings, down 10 from Q2 2025. 77 opened new positions and 80 sold out. The largest holders were Alps Advisors Inc. ($1.3B), Morgan Stanley ($1.0B) and Invesco Ltd. ($992.9M). 8 famous investors held it, including Leon Cooperman (7.0% of Omega Advisors (Leon Cooperman)'s portfolio), David Abrams (1.7% of Abrams Capital Management's portfolio) and David Tepper (1.2% of Appaloosa's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions77$42.5M
Exits80$89.4M

All 13F filers, Q2 2025 → Q3 2025: 32,899,649 shares bought and 72,723,975 shares sold, net −39,824,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,224 holders

Alps Advisors Inc. 7.42% Add +4.5% 77,651,021 $1.3B
Morgan Stanley 0.06% Reduce -11.9% 60,943,678 $1.0B
Invesco Ltd. 0.16% Add +3.2% 57,862,666 $992.9M
Goldman Sachs Group Inc. 0.14% Reduce -21.7% 55,568,785 $953.6M
JPMorgan Chase & Co. 0.05% Reduce -5.0% 44,814,643 $769.0M
Tortoise Capital Advisors, L.L.C. 8.54% Add +3.5% 38,572,583 $661.9M
Blackstone Inc. 2.83% Reduce -17.4% 38,540,310 $661.4M
UBS Group AG 0.11% Add +1.7% 34,139,655 $585.8M
FMR LLC 0.03% Reduce -22.3% 29,484,841 $506.0M
Bank of America Corp. 0.04% Reduce -7.1% 28,019,841 $480.8M
Kayne Anderson Capital Advisors LP 9.12% Reduce -0.4% 23,966,952 $411.3M
Energy Income Partners, LLC 7.73% Add +1.4% 23,351,183 $400.7M
First Reserve GP XIII Ltd 85.55% No change 23,340,380 $400.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.61% Add +2.5% 21,898,420 $375.8M
Natixis 1.64% Add +0.6% 17,584,524 $301.8M
Westwood Holdings Group Inc. 2.10% Add +1.5% 16,926,370 $290.5M
Neuberger Berman Group LLC 0.20% Add +0.0% 16,104,221 $276.3M
Chickasaw Capital Management LLC 11.02% Reduce -2.7% 15,715,688 $269.7M
CIBC Private Wealth Group LLC 0.45% Add +0.2% 15,338,615 $263.2M
Omega Advisors (Leon Cooperman) 7.02% No change 13,095,000 $224.7M
Clearbridge Investments, LLC 0.16% Add +0.7% 12,640,994 $216.9M
Wells Fargo & Company 0.04% Add +2.4% 11,820,899 $202.8M
BNP Paribas Financial Markets 0.15% Add +12.8% 11,064,777 $189.9M
Brookfield Corp 0.20% Reduce -27.7% 10,177,232 $174.6M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 8.00% Add +14.3% 8,211,600 $140.9M
LPL Financial LLC 0.04% Add +18.3% 7,460,456 $128.0M
Berkley W R Corp. 8.21% Add +14.4% 7,250,000 $124.4M
Raymond James Financial Inc. 0.04% Add +4.9% 7,028,102 $120.6M
Eagle Global Advisors LLC 4.25% Add +6.0% 6,466,059 $111.0M
Stifel Financial Corp. 0.10% Add +3.9% 6,365,813 $109.2M
Abrams Capital Management 1.73% No change 6,205,777 $106.5M
Citigroup Inc. 0.07% Reduce -10.0% 5,920,659 $101.6M
Stephens Group, LLC 51.58% No change 5,574,335 $95.7M
Garrett Wealth Advisory Group, LLC 18.32% Reduce -0.0% 5,478,473 $94.0M
Miller Howard Investments Inc. 2.80% Add +2.6% 5,351,145 $91.8M
Commerce Bank 0.48% Add +0.0% 4,994,115 $85.7M
Recurrent Investment Advisors LLC 6.56% Add +4.0% 4,986,943 $85.6M
Appaloosa 1.15% No change 4,957,235 $85.1M
Patient Capital Management, LLC 3.36% Add +19.9% 4,888,138 $83.9M
Fractal Investments LLC 11.89% Reduce -4.4% 4,797,715 $82.3M
Royal Bank of Canada 0.01% Add +0.1% 4,726,756 $81.1M
BlackRock, Inc. 0.00% Add +26.9% 3,990,347 $68.5M
Susquehanna International Group, LLP 0.10% Add +153.2% 3,967,818 $68.1M
Rockefeller Capital Management L.P. 0.13% Add +9.2% 3,966,416 $68.1M
Duff & Phelps Investment Management Co. 0.76% Reduce -22.6% 3,903,464 $67.0M
Pinnacle Wealth Planning Services, Inc. 7.76% Reduce -0.8% 3,857,790 $66.2M
Zurich Insurance Group Ltd 0.45% No change 3,703,877 $63.6M
Long Focus Capital Management, LLC 3.28% No change 3,342,400 $57.4M
Chicago Partners Investment Group LLC 1.49% Add +1.9% 3,339,506 $56.7M
HighTower Advisors, LLC 0.06% Add +1.5% 3,108,300 $53.3M
Osaic Holdings, Inc. 0.07% Add +4.5% 3,001,947 $52.9M
Infrastructure Capital Advisors, LLC 9.31% Reduce -14.8% 3,102,317 $52.2M
Maryland State Retirement & Pension System 1.06% Add +5.2% 2,927,436 $50.2M
Employees Retirement System of Texas 0.47% Reduce -0.9% 2,884,857 $49.5M
Americana Partners, LLC 1.45% Add +5.0% 2,809,023 $48.2M
Progeny 3, Inc. 2.48% Add +2.1% 2,800,385 $48.1M
Bank of Montreal 0.02% Add +1.1% 2,751,690 $47.2M
Cohen & Steers, Inc. 0.08% Reduce -12.6% 2,592,928 $44.5M
Allianz Asset Management GmbH 0.05% Reduce -9.9% 2,567,014 $44.0M
HSBC Holdings PLC 0.03% No change 2,563,415 $43.6M
Philosophy Capital Management LLC 5.04% Reduce -1.2% 2,538,231 $43.6M
RR Advisors, LLC 10.18% Add +4.9% 2,504,000 $43.0M
Citadel Advisors 0.03% Reduce -47.2% 2,386,663 $41.0M
Kamunting Street Capital Management, L.P. 30.38% Add +17.6% 2,379,452 $40.8M
Barclays PLC 0.02% Reduce -12.2% 2,377,060 $40.8M
HRT Financial LP 0.15% Add +26.6% 2,371,535 $40.7M
Nuveen, LLC 0.01% Add +5.0% 2,214,726 $38.0M
Catalyst Capital Advisors LLC 0.75% No change 2,156,405 $37.0M
Cambridge Investment Research Advisors, Inc. 0.10% Add +0.8% 2,122,537 $36.4M
Northside Capital Management, LLC 3.25% Add +9.9% 2,074,617 $35.6M
Walnut Private Equity Partners, LLC 19.80% Add +0.1% 2,037,500 $35.0M
Cetera Investment Advisers 0.04% Add +19.6% 2,031,646 $34.9M
Longfellow Investment Management Co. LLC 7.88% No change 1,938,068 $33.3M
Susquehanna Portfolio Strategies, LLC 0.51% Reduce -8.9% 1,868,540 $32.1M
Commonwealth Equity Services, LLC 0.04% Reduce -7.8% 1,865,708 $32.0M
Mariner, LLC 0.04% Add +1.0% 1,824,007 $31.3M
Corient Private Wealth LP 0.05% Add +9.3% 1,847,279 $31.0M
Beacon Pointe Advisors, LLC 0.26% Add +52.1% 1,803,506 $30.9M
Sanctuary Advisors, LLC 0.16% Add +10.8% 1,625,830 $27.9M
Exchange Traded Concepts, LLC 0.26% Add +5.5% 1,606,826 $27.6M
Jennison Associates LLC 0.02% Add +11.3% 1,598,741 $27.4M
Creative Planning 0.02% Add +43.7% 1,573,426 $27.0M
U.S. Capital Wealth Advisors, LLC 0.66% Add +13.7% 1,430,621 $24.5M
Delphi Financial Group, Inc. 14.00% No change 1,421,945 $24.4M
Adams Asset Advisors, LLC 3.19% Reduce -0.5% 1,416,494 $24.3M
Stephens Inc. 0.31% Add +3.1% 1,398,242 $24.0M
Alden Global Capital LLC 13.75% Add +84.1% 1,370,511 $23.5M
Callodine Capital Management, LP 2.08% Add +32.4% 1,370,000 $23.5M
Moneta Group Investment Advisors LLC 0.19% Reduce -0.1% 1,362,325 $23.4M
Gabelli Funds LLC 0.15% Add +1.3% 1,296,200 $22.2M
Waverly Advisors, LLC 0.22% Reduce -1.9% 1,288,808 $22.1M
FFG Partners, LLC 5.77% Reduce -5.4% 1,239,939 $21.3M
Texas Yale Capital Corp. 0.67% Add +5.0% 1,236,265 $21.2M
Aptus Capital Advisors, LLC 0.19% Add +2.5% 1,212,427 $20.8M
Kestra Advisory Services, LLC 0.09% Add +6.1% 1,202,583 $20.6M
Jump Financial, LLC 0.26% Reduce -36.3% 1,140,990 $19.6M
Lonestar Capital Management LLC 13.12% Reduce -8.3% 1,100,000 $18.9M
Wealth Enhancement Advisory Services, LLC 0.03% Add +9.7% 1,124,192 $18.7M
Empowered Funds, LLC 0.19% Add +24.5% 1,088,551 $18.7M
Prospera Financial Services Inc 0.31% Add +1.5% 1,051,976 $18.1M
General American Investors Co. Inc. 1.10% No change 1,020,030 $17.5M
Envestnet Asset Management Inc. 0.01% Add +10.6% 1,012,353 $17.4M
RBF Capital, LLC 0.79% No change 1,000,000 $17.2M
Bowen Hanes & Co. Inc. 0.42% Add +39.3% 975,000 $16.7M
Toronto Dominion Bank 0.03% Reduce -45.8% 960,000 $16.5M
Susquehanna Fundamental Investments, LLC 0.64% Reduce -4.5% 958,857 $16.5M
Oppenheimer & Co. Inc. 0.20% Add +57.9% 947,832 $16.3M
Wellington Management Group LLP 0.00% No change 924,000 $15.9M
Bollard Group LLC 0.39% Add +6.9% 915,169 $15.7M
Prime Capital Investment Advisors, LLC 0.19% Add +2.2% 902,766 $15.5M
Manning & Napier Advisors LLC 0.20% Add +30.4% 900,000 $15.4M
Victory Capital Management Inc. 0.01% Reduce -79.8% 898,008 $15.4M
Heronetta Management, L.P. 8.31% No change 884,154 $15.2M
McGowan Group Asset Management, Inc. 1.89% Add +2.5% 880,436 $15.1M
Fourpath Capital Management, LLC 2.13% Add +0.8% 874,849 $15.0M
Pathstone Holdings, LLC 0.06% Add +3.9% 871,431 $15.0M
Evergreen Capital Management LLC 0.35% Reduce -4.5% 858,727 $14.7M
Private Capital Advisors, Inc. 1.62% Reduce -0.1% 849,135 $14.6M
Parsons Capital Management Inc. 0.81% Add +1.8% 830,646 $14.3M
Glenmede Investment Management, LP 0.07% Add +2.5% 823,758 $14.1M
Dividend Assets Capital, LLC 2.47% Add +0.2% 822,098 $14.1M
Williams Jones Wealth Management, LLC. 0.16% Add +0.9% 811,031 $13.9M
NewEdge Advisors, LLC 0.06% Add +2.3% 802,583 $13.8M
Cna Financial Corp. 8.09% No change 800,000 $13.7M
Truist Financial Corp. 0.02% Add +0.9% 796,341 $13.7M
Westend Capital Management, LLC 3.97% Add +1.9% 793,440 $13.6M
US Bancorp \de 0.02% Add +9.6% 781,439 $13.4M
MAI Capital Management 0.08% Add +0.3% 774,512 $13.3M
Nexpoint Asset Management, L.P. 1.17% Reduce -39.1% 762,040 $13.1M
Group One Trading LLC 0.39% Reduce -54.4% 756,609 $13.0M
Jones Financial Companies LLLP 0.01% Add +4.5% 741,914 $13.0M
&partners 0.08% Add +9.4% 753,554 $12.9M
Payden & Rygel 1.09% Reduce -25.1% 750,690 $12.9M
Private Advisor Group, LLC 0.06% Reduce -0.9% 740,152 $12.7M
Deutsche Bank AG 0.00% Reduce -15.4% 735,575 $12.6M
Janney Montgomery Scott LLC 0.03% Add +5.9% 735,106 $12.6M
Turtle Creek Wealth Advisors, LLC 1.08% Reduce -0.0% 703,405 $12.1M
Texas Capital Bank Wealth Management Services Inc 0.99% Add +88.5% 703,303 $12.1M
Blackhill Capital Inc. 0.59% New 700,000 $12.0M
Summit Financial, LLC 0.18% Add +1.2% 696,700 $12.0M
Bokf, NA 0.18% No change 686,163 $11.8M
Cresset Asset Management, LLC 0.05% Reduce -3.4% 685,213 $11.8M
SG Americas Securities, LLC 0.04% Add +455.9% 675,873 $11.6M
Tectonic Advisors LLC 0.63% Add +9.9% 671,069 $11.5M
First Trust Advisors LP 0.01% Add +5.0% 658,940 $11.3M
Annandale Capital, LLC 1.94% No change 637,479 $10.9M
Childress Capital Advisors, LLC 1.85% Reduce -0.5% 590,940 $10.1M
Hennessy Advisors Inc. 0.34% No change 580,930 $10.0M
Wexford Capital LP 2.97% No change 575,015 $9.9M
Ensign Peak Advisors, Inc 0.02% No change 555,230 $9.5M
Blair William & Co. 0.03% Reduce -3.6% 551,919 $9.5M
Mercer Global Advisors Inc. 0.02% Reduce -7.2% 549,709 $9.4M
Empirical Finance, LLC 0.45% Add +40.8% 548,495 $9.4M
Brown Advisory Inc. 0.01% Add +2.8% 527,823 $9.1M
Captrust Financial Advisors 0.02% Add +1.0% 517,061 $8.9M
ELCO Management Co., LLC 4.55% Reduce -5.2% 507,483 $8.7M
Requisite Capital Management, LLC 1.46% Reduce -8.3% 505,233 $8.7M
Advisors Capital Management, LLC 0.11% Add +2.7% 501,650 $8.6M
Fogel Capital Management, Inc. 3.92% Add +11.7% 493,055 $8.5M
Ameriprise Financial Inc. 0.00% Add +25.1% 482,685 $8.3M
Oxbow Advisors, LLC 0.78% Reduce -1.8% 482,596 $8.3M
Militia Capital Partners, LP 3.81% Reduce -10.0% 477,000 $8.2M
Pekin Hardy Strauss, Inc. 0.79% Reduce -1.8% 457,462 $7.9M
Avenir Corp. 0.81% Add +2.5% 451,017 $7.7M
American Financial Group Inc. 3.05% No change 450,896 $7.7M
Wolverine Trading, LLC 0.15% Add +17.0% 445,106 $7.7M
NFC Investments, LLC 2.20% Reduce 0.0% 441,939 $7.6M
Advisors Asset Management, Inc. 0.13% Add +4.4% 439,258 $7.5M
SL Advisors, LLC 14.57% Add +13.9% 431,577 $7.4M
Fort Washington Investment Advisors Inc. 0.04% Add +3.2% 430,948 $7.4M
Moors & Cabot, Inc. 0.32% Reduce -8.7% 428,153 $7.3M
Goldentree Asset Management LP 0.60% Reduce -24.2% 415,993 $7.1M
Quantinno Capital Management LP 0.02% Add +32.1% 411,184 $7.1M
D.A. Davidson & Co. 0.04% Add +2.5% 410,003 $7.0M
Ascentis Wealth Management, LLC 1.67% Add +0.4% 406,763 $7.0M
Concorde Financial Corp 3.87% Add +4.4% 406,532 $7.0M
Private Management Group Inc. 0.21% No change 401,653 $6.9M
Granby Capital Management, LLC 3.64% No change 400,000 $6.9M
Mizuho Markets Cayman LP 0.58% Add +202.6% 399,188 $6.9M
Fort Sheridan Advisors LLC 0.89% Add +0.2% 394,770 $6.8M
Spirit of America Management Corp. 1.34% Reduce -9.2% 390,200 $6.7M
Salem Investment Counselors Inc. 0.19% Reduce -0.0% 384,649 $6.6M
Cumberland Partners Ltd 0.42% No change 376,705 $6.5M
Crescent Grove Advisors, LLC 0.62% Add +18.5% 375,474 $6.4M
Gilman Hill Asset Management, LLC 1.01% Add +0.6% 374,470 $6.4M
Northern Trust Corp. 0.00% Add +9.6% 373,046 $6.4M
Advisory Services Network, LLC 0.09% Reduce -7.1% 371,032 $6.4M
Horizon Kinetics Asset Management LLC 0.08% Reduce -16.0% 369,535 $6.3M
Cibc World Market Inc. 0.01% Add +1.1% 364,737 $6.3M
Cutler Capital Management, LLC 2.47% Reduce -8.2% 361,397 $6.2M
Cerity Partners LLC 0.01% Add +7.6% 357,204 $6.1M
Pacer Advisors, Inc. 0.02% Reduce -6.8% 353,865 $6.1M
Sowell Financial Services LLC 0.23% Add +5.5% 349,380 $6.0M
Lido Advisors, LLC 0.02% Add +4.2% 346,481 $5.9M
Capital Investment Advisors, LLC 0.09% Add +9.6% 335,427 $5.8M
Simplex Trading, LLC 0.12% Reduce -68.6% 329,885 $5.7M
Cohen Capital Management, Inc. 0.88% No change 329,304 $5.7M
Hilltop Holdings Inc. 0.29% Add +12.9% 319,747 $5.5M
Keebeck Wealth Management 0.65% Add +0.4% 319,705 $5.5M
Ar Asset Management Inc. 1.16% New 318,420 $5.5M
Focus Partners Wealth 0.01% Add +9.3% 313,690 $5.4M
Stratos Wealth Partners, LTD. 0.06% Add +8.5% 304,377 $5.2M
Independent Advisor Alliance 0.14% Reduce -4.8% 302,846 $5.2M
Bahl & Gaynor LLC 0.03% Add +8.7% 302,036 $5.2M
VestGen Advisors, LLC 0.17% Add +6.4% 301,596 $5.2M
Old North State Wealth Management, LLC 2.38% Add +3.1% 297,005 $5.1M
Nations Financial Group Inc, /Ia/ 0.32% Reduce -1.4% 294,807 $5.1M
M&T Bank Corp 0.02% Reduce -37.4% 291,041 $5.0M
Apollon Wealth Management, LLC 0.09% Reduce -4.4% 287,784 $4.9M
Bridges Investment Management Inc. 0.06% Add +7.0% 282,996 $4.9M
Adell Harriman & Carpenter Inc. 0.29% Add +6.6% 281,381 $4.8M
Knollwood Investment Advisory, LLC 0.43% Add +2.0% 280,569 $4.8M
Seaview Investment Managers LLC 1.77% Reduce -34.4% 279,129 $4.8M
PNC Financial Services Group, Inc. 0.00% Add +10.0% 272,399 $4.7M
Steward Partners Investment Advisory, LLC 0.03% Reduce -33.4% 266,063 $4.6M
Cambiar Investors LLC 0.20% Reduce -2.1% 261,943 $4.5M
Baldwin Wealth Partners LLC 0.29% Reduce -2.0% 260,603 $4.5M
Lavaca Capital LLC 0.81% Add +35.1% 260,400 $4.5M
ProShare Advisors LLC 0.01% Add +7.6% 260,342 $4.5M
Pin Oak Investment Advisors Inc. 3.13% Add +6.1% 255,682 $4.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.4% 254,105 $4.4M
Keybank National Association 0.02% Add +18.8% 251,372 $4.3M
Whittier Trust Co. of Nevada Inc. 0.09% Add +1.8% 252,120 $4.2M
International Assets Investment Management, LLC 0.34% Reduce -0.6% 237,123 $4.2M
Fayez Sarofim & Co 0.01% No change 245,013 $4.2M
Castleark Management LLC 0.11% No change 238,240 $4.1M
CoreCap Advisors, LLC 0.15% Add +14.8% 238,178 $4.1M
Brookstone Capital Management 0.05% Reduce -4.6% 237,637 $4.1M
J.W. Cole Advisors, Inc. 0.08% Reduce -1.8% 233,528 $4.0M
Capital Analysts, LLC 0.12% Add +3.0% 233,528 $4.0M
Northern Right Capital Management, L.P. 1.23% Reduce -16.6% 231,821 $4.0M
Calamos Advisors LLC 0.02% No change 230,990 $4.0M
PFG Investments, LLC 0.20% Add +3.6% 227,575 $3.9M
American Assets Investment Management, LLC 0.28% No change 225,800 $3.9M
Jackson Hole Capital Partners, LLC 0.66% Add +7.1% 223,592 $3.8M
Oak Grove Capital LLC 0.83% New 223,300 $3.8M
Mutual Advisors, LLC 0.08% Add +3.4% 227,135 $3.8M
Kestra Private Wealth Services, LLC 0.05% Add +1.1% 220,836 $3.8M
Bank of New York Mellon Corp 0.00% Reduce -11.8% 219,103 $3.8M
Chase Investment Counsel Corp. 1.11% Add +277.6% 219,083 $3.8M
Shepherd Kaplan Krochuk, LLC 3.06% Reduce -3.2% 217,531 $3.7M
Ashford Capital Management Inc. 0.41% Reduce -5.9% 217,103 $3.7M
Concurrent Investment Advisors, LLC 0.06% Reduce -0.9% 216,775 $3.7M
Confluence Wealth Services, Inc. 0.18% Reduce -4.2% 215,122 $3.7M
Jefferies Financial Group Inc. 0.03% No change 213,801 $3.7M
PSI Advisors, LLC 0.95% Reduce -6.0% 213,243 $3.7M
Kingsview Wealth Management, LLC 0.06% Reduce -4.0% 212,350 $3.6M
Sentinel Trust Co. Lba 0.36% No change 207,000 $3.6M
Sunbelt Securities, Inc. 0.25% Add +16.4% 206,959 $3.6M
1900 Wealth Management LLC 0.24% Add +1.9% 206,170 $3.5M
MML Investors Services, LLC 0.01% Reduce -7.3% 204,651 $3.5M
Global Retirement Partners, LLC 0.08% Reduce -4.8% 202,065 $3.5M
Van Eck Associates Corp. 0.00% Reduce -6.7% 201,470 $3.5M
Enclave Advisors LLC 0.53% Reduce -22.3% 201,431 $3.5M
One Charles Private Wealth Services, LLC 0.89% Reduce -0.9% 197,955 $3.4M
Ieq Capital, LLC 0.01% Add +1.5% 195,971 $3.4M
Cwm, LLC 0.01% Add +34.5% 195,533 $3.4M
Basso Capital Management, L.P. 2.24% Add +1.6% 195,000 $3.3M
Lee Financial Co 0.42% Add +359.7% 193,817 $3.3M
180 Wealth Advisors, LLC 0.40% Add +1.6% 192,323 $3.3M
Level Four Advisory Services, LLC 0.11% Add +0.5% 191,765 $3.3M
CFM Wealth Partners LLC 0.47% No change 188,858 $3.2M
Valeo Financial Advisors, LLC 0.07% Reduce -11.9% 187,887 $3.2M
Howard Financial Services, LTD. 0.39% Reduce -0.4% 187,552 $3.2M
Oppenheimer Asset Management Inc. 0.04% Reduce -0.0% 187,361 $3.2M
Benjamin Edwards Inc. 0.04% Add +32.1% 185,504 $3.2M
Icon Wealth Advisors, LLC 0.22% Reduce -4.5% 184,880 $3.2M
Pinnacle Holdings, LLC 1.24% Reduce -0.1% 184,187 $3.2M
Prospect Financial Services LLC 1.81% Reduce -1.5% 183,522 $3.1M
Daymark Wealth Partners, LLC 0.11% Reduce -2.0% 183,456 $3.1M
Stonegate Management LLC 2.07% — 182,000 $3.1M
MIdWestOne Financial Group, Inc. 0.38% Add +41.9% 181,633 $3.1M
HAP Trading, LLC 0.85% — 180,156 $3.1M
ArchPoint Investors 0.84% Add +1.0% 179,239 $3.1M
Fortem Financial Group, LLC 0.88% Reduce -1.6% 178,315 $3.1M
Finer Wealth Management, Inc. 1.51% Reduce -4.1% 176,913 $3.0M
NewEdge Wealth, LLC 0.04% Add +27.7% 179,014 $3.0M
Terril Brothers, Inc. 0.91% No change 174,714 $3.0M
Redwood Wealth Management Group, LLC 1.27% Reduce -2.5% 174,039 $3.0M
Prevail Innovative Wealth Advisors, LLC 0.58% Reduce -2.6% 173,680 $3.0M
Beverly Hills Private Wealth, LLC 0.53% No change 172,696 $3.0M
Visionary Wealth Advisors 0.14% Reduce -1.7% 172,297 $3.0M
Ackerman Capital Advisors, LLC 0.61% No change 169,498 $2.9M
Fairholme Capital Management 0.23% No change 166,600 $2.9M
Rollins Financial Advisors, LLC 0.43% Reduce -9.0% 166,093 $2.9M
Segall Bryant & Hamill, LLC 0.04% No change 165,499 $2.8M
Integrated Wealth Concepts LLC 0.03% Add +9.1% 164,416 $2.8M
Corps Capital Advisors, LLC 4.26% Reduce -1.2% 164,019 $2.8M
Silvercrest Asset Management Group LLC 0.02% Reduce -10.8% 163,837 $2.8M
Kornitzer Capital Management Inc. 0.06% Add +0.0% 162,625 $2.8M
Cary Street Partners Financial LLC 0.07% Add +0.1% 161,824 $2.8M
Dynamic Advisor Solutions LLC 0.08% Add +11.5% 161,452 $2.8M
Strong Tower Advisory Services 0.52% Add +4.6% 161,280 $2.8M
Harbour Investments, Inc. 0.06% Add +5.9% 160,940 $2.8M
IHT Wealth Management, LLC 0.07% Add +0.4% 160,867 $2.8M
Pingora Partners LLC 1.79% Add +37.4% 157,254 $2.7M
Cary Street Partners Investment Advisory LLC 1.13% No change 157,220 $2.7M
Cullen Capital Management, LLC 0.03% Reduce -18.7% 156,835 $2.7M
Wilmington Savings Fund Society, FSB 0.06% Reduce -50.8% 156,722 $2.7M
Allworth Financial LP 0.01% Add +6.1% 155,006 $2.7M
Texas Bank & Trust Co 1.01% No change 154,998 $2.7M
Clarkston Capital Partners, LLC 0.06% Add +30.4% 150,000 $2.6M
HUB Investment Partners, LLC 0.09% Add +33.3% 149,992 $2.6M
Inspire Investing, LLC 0.25% Add +0.8% 149,668 $2.6M
HB Wealth Management, LLC 0.02% Add +2.3% 147,852 $2.5M
Equitable Holdings, Inc. 0.02% Add +1.6% 147,529 $2.5M
New Republic Capital, LLC 0.77% Add +25.9% 145,973 $2.5M
Baugh & Associates, LLC 1.24% Add +40.7% 159,533 $2.5M
Great Valley Advisor Group, Inc. 0.05% Reduce -2.5% 144,225 $2.5M
Empire Financial Management Company, LLC 0.57% Add +126.7% 144,037 $2.5M
Integrated Advisors Network LLC 0.10% Add +3.1% 141,784 $2.4M
Tema ETFs LLC 0.20% Add +22.0% 141,614 $2.4M
NEOS Investment Management LLC 0.02% Add +22.0% 141,614 $2.4M
Wedbush Securities Inc. 0.08% Add +6.9% 140,822 $2.4M
Venture Visionary Partners LLC 0.08% Reduce -5.3% 139,016 $2.4M
Outfitters Financial LLC 1.91% No change 137,762 $2.4M
Cannell & Spears LLC 0.04% Reduce -0.0% 137,097 $2.4M
Cobblestone Capital Advisors LLC 0.11% No change 135,393 $2.3M
Sage Investment Counsel LLC 2.57% No change 135,075 $2.3M
Clarus Group, Inc. 0.80% Add +0.2% 134,373 $2.3M
Independent Financial Group, LLC 0.06% Add +7.3% 133,664 $2.3M
Rockwood Wealth Management, LLC 0.18% Add +0.4% 131,573 $2.3M
Sei Investments Co. 0.00% Reduce -26.6% 131,432 $2.3M
Intrua Financial, LLC 0.26% Add +13.0% 129,420 $2.2M
Millennium Capital Advisors, LLC 1.34% Add +3.0% 129,145 $2.2M
Wealthcare Advisory Partners LLC 0.05% Add +0.7% 129,058 $2.2M
Mgo One Seven LLC 0.05% Add +8.3% 128,936 $2.2M
Pathway Financial Advisers, LLC 0.65% Add +18.6% 128,924 $2.2M
Sigma Planning Corp 0.06% Add +1.6% 128,741 $2.2M
Uptown Financial Advisors LLC 1.94% Add +0.1% 128,642 $2.2M
Cornerstone Advisory, LLC 0.21% Add +19.9% 126,603 $2.2M
Arkadios Wealth Advisors 0.05% Add +0.2% 124,883 $2.1M
Fifth Third Bancorp 0.01% Reduce -3.9% 124,708 $2.1M
Ellsworth Advisors, LLC 0.45% Add +15.6% 124,760 $2.1M
Kercheville Advisors, LLC 0.63% Reduce -1.4% 121,438 $2.1M
Summit Securities Group LLC 0.68% Reduce -8.1% 120,500 $2.1M
Foundations Investment Advisors, LLC 0.03% Add +26.5% 118,579 $2.0M
Franklin Resources Inc. 0.00% Reduce -26.6% 118,418 $2.0M
Wellington Shields Capital Management, LLC 0.30% Reduce -0.2% 116,843 $2.0M
Quantum Private Wealth, LLC 0.59% Add +0.1% 116,695 $2.0M
Silverlake Wealth Management LLC 0.49% Add +1.8% 115,257 $2.0M
Intellectus Partners, LLC 0.37% Reduce -4.6% 112,702 $1.9M
DAVENPORT & Co LLC 0.01% Add +1.5% 112,515 $1.9M
Jacobi Capital Management LLC 0.12% Add +0.3% 112,411 $1.9M
Huntleigh Advisors, Inc. 0.33% Add +0.0% 111,880 $1.9M
Wesbanco Bank Inc. 0.05% Add +0.4% 110,639 $1.9M
Mountain Lake Investment Management LLC 1.40% Reduce -5.0% 109,774 $1.9M
GFS Advisors, LLC 0.24% Add +56.0% 109,230 $1.9M
Avidian Wealth Enterprises, LLC 0.07% Add +6.6% 108,404 $1.9M
Steel Grove Capital Advisors, LLC 0.22% No change 102,167 $1.9M
Geneos Wealth Management Inc. 0.05% Reduce -3.6% 107,880 $1.9M
Meridian Wealth Management, LLC 0.07% Reduce -7.6% 107,794 $1.8M
Fidelis Capital Partners, LLC 0.14% Add +150.3% 105,003 $1.8M
Chapin Davis, Inc. 0.43% Add +5.2% 103,153 $1.8M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -14.9% 103,000 $1.8M
Kirr Marbach & Co. LLC 0.32% Reduce -3.1% 102,573 $1.8M
NorthCoast Asset Management LLC 0.01% Reduce -63.6% 101,966 $1.7M
Forum Financial Management, LP 0.02% Reduce -14.8% 101,960 $1.7M
Legacy Advisors, LLC 0.22% — 101,747 $1.7M
CVA Family Office, LLC 0.22% Add +1.4% 101,353 $1.7M
AE Wealth Management LLC 0.01% Add +7.7% 101,006 $1.7M
SCS Capital Management LLC 0.02% Reduce -3.0% 100,979 $1.7M
Ariston Services Group 1.04% No change 100,683 $1.7M
Taconic Capital Advisors LP 0.51% No change 100,000 $1.7M
Intellus Advisors LLC 0.23% Add +2.7% 99,802 $1.7M
B. Riley Wealth Advisors, Inc. 0.08% Add +2.5% 99,771 $1.7M
Sanders Morris Harris LLC 0.23% Add +60.4% 99,398 $1.7M
LexAurum Advisors, LLC 0.24% No change 98,594 $1.7M
True North Advisors, LLC 0.27% Reduce -0.0% 97,987 $1.7M
World Investment Advisors 0.03% Add +0.8% 97,718 $1.7M
Trust Co. of Toledo NA 0.17% No change 97,439 $1.7M
Haverford Trust Co 0.01% Reduce -2.9% 96,702 $1.7M
Quadrant Capital Group LLC 0.05% No change 94,962 $1.6M
Chelsea Counsel Co. 0.72% Reduce -0.1% 94,000 $1.6M
StoneX Group Inc. 0.07% Reduce -1.5% 93,616 $1.6M
Elevation Point Wealth Partners, LLC 0.11% Add +92158.0% 92,258 $1.6M
Bramshill Investments, LLC 0.11% Reduce -2.3% 91,918 $1.6M
Exencial Wealth Advisors, LLC 0.05% Add +0.0% 91,702 $1.6M
Alpha Wealth Funds, LLC 1.26% No change 89,500 $1.5M
Rossmore Private Capital 0.17% New 90,000 $1.5M
Inspire Advisors, LLC 0.15% Add +12.9% 89,890 $1.5M
Cascade Investment Group, Inc. 1.01% Reduce -0.6% 89,100 $1.5M
Diversify Advisory Services, LLC 0.05% Add +1.3% 89,290 $1.5M
Autumn Glory Partners, LLC 0.62% Add +0.1% 87,306 $1.5M
Manske Wealth Management 0.46% Add +0.7% 87,223 $1.5M
Stablepoint Partners, LLC 0.24% Add +7.2% 86,721 $1.5M
CWA Asset Management Group, LLC 0.05% Add +17.7% 85,608 $1.5M
Keystone Financial Group 0.11% Add +0.0% 85,601 $1.5M
FourThought Financial Partners, LLC 0.13% Reduce -0.7% 84,986 $1.5M
Curi Capital, LLC 0.03% No change 84,937 $1.5M
Vestmark Advisory Solutions, Inc. 0.03% New 84,874 $1.5M
Summit Financial Strategies, Inc. 0.12% Reduce -0.5% 84,733 $1.5M
Aull & Monroe Investment Management Corp 0.74% Reduce -0.2% 83,872 $1.4M
Plan Group Financial, LLC 0.38% Reduce -17.7% 82,823 $1.4M
Joseph P. Lucia & Associates, LLC 0.53% Reduce -5.0% 81,660 $1.4M
Penbrook Management LLC 0.98% Reduce -0.9% 81,594 $1.4M
IMC-Chicago, LLC 0.02% Add +124.7% 81,409 $1.4M
Burford Brothers, Inc. 0.60% Add +4.3% 81,155 $1.4M
Farther Finance Advisors, LLC 0.02% Add +5.7% 80,938 $1.4M
North Star Investment Management Corp. 0.09% Add +3.4% 80,737 $1.4M
Enhancing Capital LLC 1.01% No change 80,640 $1.4M
Linscomb Wealth, Inc. 0.06% No change 80,626 $1.4M
Kelleher Financial Advisors 0.35% Reduce -7.7% 80,000 $1.4M
Personal Cfo Solutions, LLC 0.24% Add +1.3% 79,891 $1.4M
IFP Advisors, Inc 0.04% Reduce -7.4% 79,830 $1.4M
McAdam, LLC 0.07% Add +1.5% 79,652 $1.4M
First Manhattan Co. Llc. 0.00% Reduce -9.3% 78,956 $1.4M
Kingswood Wealth Advisors, LLC 0.08% Add +109.0% 78,949 $1.4M
Black Swift Group, LLC 0.24% Reduce -58.0% 77,950 $1.3M
F/m Investments LLC 0.05% No change 77,933 $1.3M
Inscription Capital, LLC 0.14% Add +0.3% 77,859 $1.3M
Glenview Trust Co 0.02% No change 77,665 $1.3M
Private Wealth Partners, LLC 0.09% Add +15.0% 76,500 $1.3M
Avos Capital Management, LLC 0.61% Add +15.6% 76,112 $1.3M
Founders Financial Securities LLC 0.09% Reduce -1.9% 75,627 $1.3M
Fortress Private Ledger, LLC 0.47% Add +1.2% 75,505 $1.3M
Choreo, LLC 0.02% Reduce -1.4% 75,184 $1.3M
Ulysses Management LLC 0.30% No change 75,000 $1.3M
Albert D Mason Inc. 0.83% Reduce -6.3% 74,434 $1.3M
Campbell Capital Management Inc. 0.49% Add +13.8% 74,000 $1.3M
Sonora Investment Management Group, LLC 0.09% Add +2.9% 73,962 $1.3M
Western Wealth Management, LLC 0.07% Add +0.6% 73,545 $1.3M
Asio Capital, LLC 0.19% Add +129.7% 73,500 $1.3M
Stokes Family Office, LLC 0.12% Add +1.7% 73,478 $1.3M
Fidelity D & D Bancorp Inc. 0.69% No change 73,225 $1.3M
TCW Group Inc. 0.01% Reduce -31.3% 70,993 $1.2M
Bard Financial Services, Inc. 0.13% Add +3.7% 70,750 $1.2M
IFG Advisory, LLC 0.05% Reduce -54.9% 70,195 $1.2M
Gladstone Institutional Advisory LLC 0.05% Reduce -25.5% 70,182 $1.2M
Snowden Capital Advisors LLC 0.03% Add +1.3% 70,175 $1.2M
Addis & Hill, Inc 0.73% Reduce -2.7% 70,332 $1.2M
SCP Investment, LP 0.96% Add +4.2% 69,600 $1.2M
HFG Advisors, Inc. 0.88% Add +15.6% 69,452 $1.2M
Caprock Group, LLC 0.03% — 66,826 $1.2M
Brown Brothers Harriman & Co. 0.01% Reduce -16.4% 68,871 $1.2M
Paragon Capital Management Ltd 0.22% No change 68,724 $1.2M
Meridian Wealth Advisors, LLC 0.17% Reduce -2.1% 68,428 $1.2M
Griffin Asset Management, Inc. 0.13% Reduce -21.8% 68,243 $1.2M
Morningstar Investment Management LLC 0.04% Add +8.4% 68,223 $1.2M
Fiduciary Group, LLC 0.10% Reduce -0.5% 67,968 $1.2M
Platform Technology Partners 0.28% Reduce -0.0% 67,895 $1.2M
Lanark Financial, Inc. 0.09% Add +5.4% 66,844 $1.1M
Capital Advisors Inc. 0.02% Add +0.1% 66,545 $1.1M
Summit Trail Advisors, LLC 0.02% Add +2.7% 65,958 $1.1M
NFSG Corp 0.17% Reduce -10.0% 65,538 $1.1M
Burney Co./ 0.04% Reduce -2.1% 65,110 $1.1M
LaSalle St. Investment Advisors, LLC 0.20% Add +37.3% 65,057 $1.1M
Hudson Value Partners, LLC 0.35% No change 64,775 $1.1M
Cullen Investment Group, LTD. 0.15% Add +3.4% 66,100 $1.1M
Stockman Wealth Management, Inc. 0.14% Add +1.4% 64,366 $1.1M
Sullivan Wood Capital Management LLC 1.63% Add +11.3% 64,316 $1.1M
Cullen/Frost Bankers, Inc. 0.01% Reduce -5.6% 64,305 $1.1M
Senator Investment Group LP 0.04% New 64,203 $1.1M
Monetary Management Group Inc. 0.25% No change 64,000 $1.1M
Spire Wealth Management 0.04% Add +1.5% 63,778 $1.1M
Anchor Investment Management, LLC 0.09% No change 63,030 $1.1M
PFG Advisors 0.04% Add +2.1% 61,431 $1.1M
Naples Global Advisors, LLC 0.08% Add +9.4% 61,350 $1.1M
Ameritas Advisory Services, LLC 0.07% Add +60.6% 61,303 $1.1M
MSH Capital Advisors LLC 0.28% Add +6.4% 60,809 $1.0M
Gibraltar Capital Management, Inc. 0.19% No change 60,486 $1.0M
LMG Wealth Partners, LLC 0.19% No change 60,131 $1.0M
Avalon Capital Management 0.25% No change 60,000 $1.0M
Nilsine Partners, LLC 0.09% Add +0.9% 59,671 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +90.9% 59,544 $1.0M
Obermeyer Wealth Partners 0.05% Reduce -3.3% 59,035 $1.0M
Claro Advisors Inc. 0.15% Add +0.5% 59,029 $1.0M
Independent Wealth Network Inc. 0.33% Add +2.0% 58,886 $1.0M
Argyle Capital Partners, LLC 0.72% Add +15.5% 58,774 $1.0M
Olistico Wealth, LLC 0.52% No change 57,686 $990K
Parallel Advisors, LLC 0.02% Add +36.5% 57,320 $984K
Transcend Capital Advisors, LLC 0.07% Reduce -22.5% 56,873 $976K
Federation des caisses Desjardins du Quebec 0.00% Add +7.3% 56,776 $974K
Chesley Taft & Associates LLC 0.04% Reduce -11.2% 55,586 $954K
Macquarie Group Ltd. 0.00% Reduce -3.4% 55,552 $953K
RFG Advisory, LLC 0.02% Reduce -19.1% 55,090 $945K
Samalin Investment Counsel, LLC 0.33% Add +1.6% 54,984 $944K
Gateway Wealth Partners, LLC 0.13% Add +53.4% 54,712 $939K
Guggenheim Capital LLC 0.01% Add +7.1% 54,553 $936K
Clear Harbor Asset Management, LLC 0.06% Add +25.4% 53,637 $920K
Regions Financial Corp. 0.01% Reduce -21.8% 53,327 $915K
Huntington National Bank 0.01% Add +2.5% 52,838 $907K
Ausdal Financial Partners, Inc. 0.04% Add +1.4% 52,554 $902K
Wellington Shields & Co., LLC 0.23% Reduce -0.6% 52,056 $893K
Tred Avon Family Wealth, LLC 0.31% — 52,036 $893K
Bridgewater Advisors Inc. 0.06% Add +0.0% 52,824 $891K
Belpointe Asset Management LLC 0.03% Reduce -3.8% 51,779 $889K
Chevy Chase Trust Holdings, LLC 0.00% No change 51,401 $882K
Moneco Advisors, LLC 0.07% Add +0.1% 51,367 $881K
MRP Capital Investments, LLC 0.76% Reduce -12.6% 48,488 $879K
Corsicana & Co. 0.49% — 51,040 $876K
Mitchell McLeod Pugh & Williams Inc. 0.14% Reduce -13.1% 51,425 $874K
Wealth Alliance Advisory Group, LLC 0.16% Reduce -17.8% 50,690 $870K
Larson Financial Group LLC 0.03% Add +306.7% 50,545 $867K
Synovus Financial Corp. 0.01% Add +1.0% 50,356 $864K
Compass Financial Group, INC 0.13% Add +0.0% 50,287 $863K
Sequoia Financial Advisors, LLC 0.01% Reduce -8.5% 50,057 $859K
Nicholson Meyer Capital Management, Inc. 0.66% Reduce -0.1% 49,852 $855K
Advisor OS, LLC 0.07% Add +7.2% 49,805 $855K
PYA Waltman Capital, LLC 0.23% Reduce -5.5% 49,140 $843K
EverSource Wealth Advisors, LLC 0.03% Reduce -11.8% 49,072 $842K
BLB&B Advisors, LLC 0.04% No change 49,051 $842K
Delos Wealth Advisors, LLC 0.57% No change 48,914 $839K
Watts Gwilliam & Co., LLC 0.14% No change 48,732 $836K
Avion Wealth 0.18% Reduce -3.9% 48,326 $829K
CreativeOne Wealth, LLC 0.02% Reduce -13.4% 48,195 $827K
Meriwether Wealth & Planning, LLC 0.48% Add +4.3% 48,066 $825K
Cascade Financial Partners, LLC 0.09% Add +3.4% 48,055 $825K
Arax Advisory Partners 0.01% Add +47.9% 47,863 $821K
one8zero8, LLC 0.18% No change 47,839 $821K
Morton Capital Management LLC 0.13% Reduce -4.6% 47,800 $820K
Quest Investment Management LLC 0.09% Reduce -10.1% 47,712 $819K
Cadence Bank 0.05% Add +0.1% 47,517 $815K
Rwa Wealth Partners, LLC 0.01% Add +61.7% 47,410 $814K
Cornerstone Wealth Management, LLC 0.04% Reduce -0.1% 47,376 $813K
Kovack Advisors, Inc. 0.08% Add +0.3% 47,159 $809K
Strategic Financial Concepts, LLC 0.12% Add +10.2% 47,130 $809K
Thrive Wealth Management, LLC 0.12% No change 47,034 $807K
KCM Investment Advisors LLC 0.03% Reduce -0.6% 47,000 $807K
Triad Wealth Partners, LLC 0.10% New 46,875 $804K
Ancora Advisors LLC 0.02% Add +74.9% 46,695 $801K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -0.2% 46,531 $798K
Flagship Harbor Advisors, LLC 0.03% Add +12.1% 46,470 $797K
Citizens Financial Group Inc. 0.01% Add +0.3% 45,977 $789K
Merit Financial Group, LLC 0.01% Add +3.0% 45,952 $789K
Chiron Capital Management, LLC 0.67% Reduce -0.5% 45,816 $786K
Sunbeam Capital Management, LLC 0.49% Add +170.5% 45,815 $786K
Oak Harvest Investment Services 0.09% Add +7.2% 45,757 $785K
Stonegate Investment Group, LLC 0.02% Add +13.0% 44,560 $765K
Mattern Wealth Management LLC 0.15% Add +7.0% 44,422 $762K
Pointe Capital Management LLC 0.37% Reduce -4.2% 44,218 $759K
Fiduciary Alliance LLC 0.05% Reduce -0.6% 43,753 $751K
Capital Advisory Group Advisory Services, LLC 0.23% Add +5.6% 43,386 $745K
Disciplined Investments, LLC 0.29% Add +1.1% 43,004 $738K
Moody National Bank Trust Division 0.06% Reduce -10.6% 42,886 $736K
Sfmg, LLC 0.05% Add +9.3% 42,512 $730K
Noesis Capital Mangement Corp. 0.11% Add +0.1% 42,414 $728K
Waterfront Wealth Inc. 0.15% Add +0.0% 43,135 $727K
National Philanthropic Trust 0.01% No change 42,324 $726K
MMBG Investment Advisors Co. 0.06% No change 41,905 $719K
Asset Allocation Strategies LLC 0.14% Add +1.2% 41,689 $715K
XML Financial, LLC 0.06% Add +5.1% 41,543 $713K
Gsa Capital Partners LLP 0.06% Reduce -44.8% 41,410 $711K
Bouchey Financial Group, Ltd. 0.05% No change 41,402 $710K
NorthRock Partners, LLC 0.01% Add +5.5% 41,350 $710K
Modus Advisors, LLC 0.19% No change 41,302 $709K
Samjo Management, LLC 0.27% Reduce -9.9% 41,000 $704K
Tritonpoint Wealth, LLC 0.06% Add +41.4% 40,979 $703K
Lake Street Private Wealth, LLC 0.09% Add +26.7% 40,927 $702K
Allspring Global Investments Holdings, LLC 0.00% Add +18.6% 40,800 $699K
Perbak Capital Partners LLP 0.12% New 40,760 $699K
GatePass Capital, LLC 0.41% Add +58.8% 40,500 $695K
Evanson Asset Management, LLC 0.04% Add +0.3% 40,448 $694K
Mission Wealth Management, LP 0.01% Reduce -21.6% 40,414 $694K
Parkside Financial Bank & Trust 0.05% Reduce -0.6% 40,379 $693K
WT Wealth Management 0.20% Reduce -12.3% 39,969 $686K
HBW Advisory Services LLC 0.08% Add +3.8% 39,920 $685K
Vanguard Personalized Indexing Management, LLC 0.01% No change 39,845 $685K
Hardy Reed LLC 0.05% No change 39,840 $684K
Perigon Wealth Management, LLC 0.01% Add +1.6% 39,585 $679K
Park Avenue Securities LLC 0.01% Add +45.3% 39,540 $679K
Fortis Capital Management LLC 0.10% Add +8.1% 39,450 $677K
Sovran Advisors, LLC 0.06% New 40,274 $675K
Archford Capital Strategies, LLC 0.08% Reduce -3.7% 39,213 $673K
First United Bank & Trust 0.22% Add +1.9% 39,156 $672K
Winebrenner Capital Management LLC 0.48% Add +5.3% 38,898 $667K
TCTC Holdings, LLC 0.02% Reduce -20.1% 38,848 $667K
Arete Wealth Advisors, LLC 0.04% Reduce -0.5% 38,653 $663K
WealthTrust Axiom LLC 0.18% No change 38,572 $662K
Schulhoff & Co. Inc. 0.28% Add +37.6% 38,320 $658K
Retireful, LLC 0.63% Reduce -8.9% 38,263 $657K
Stratos Wealth Advisors, LLC 0.03% Add +0.1% 38,253 $656K
KPP Advisory Services LLC 0.10% Add +0.1% 38,072 $653K
Essex Financial Services, Inc. 0.04% Reduce -0.4% 38,014 $652K
Canvas Wealth Advisors, LLC 0.12% New 38,594 $648K
Marco Investment Management LLC 0.05% Add +36.3% 37,705 $647K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -2.7% 37,478 $643K
Hilltop Wealth Advisors, LLC 0.33% No change 37,180 $638K
Blueprint Financial Advisors LLC 0.14% New 37,068 $636K
FineMark National Bank & Trust 0.02% No change 36,894 $633K
Veracity Capital LLC 0.20% Add +1.9% 36,791 $631K
Chung Wu Investment Group, LLC 0.52% Reduce -1.1% 36,649 $629K
Bogart Wealth, LLC 0.03% Add +11.3% 36,503 $626K
Trueblood Wealth Management, LLC 0.24% Reduce -25.9% 36,472 $626K
Mallini Complete Financial Planning LLC 0.55% Add +3.2% 36,324 $623K
Wealthstar Advisors, LLC 0.24% Reduce -15.8% 35,824 $615K
Consolidated Portfolio Review Corp 0.08% Reduce -1.1% 35,519 $610K
Gould Asset Management LLC 0.11% Reduce -3.9% 35,126 $603K
HORAN Wealth, LLC 0.09% New 35,097 $602K
Abner Herrman & Brock LLC 0.06% Add +250.0% 35,000 $601K
Beam Wealth Advisors, Inc. 0.16% Reduce -13.4% 34,954 $600K
Empirical Asset Management, LLC 0.17% Add +36.1% 46,308 $596K
FORA Capital, LLC 0.11% New 34,704 $596K
FAS Wealth Partners, Inc. 0.04% Add +2.1% 34,376 $590K
Magnolia Capital Advisors LLC 0.15% Add +2.6% 34,350 $589K
ARS Wealth Advisors Group, LLC 0.06% Add +0.0% 34,165 $586K
Avantax Planning Partners, Inc. 0.02% Add +7.5% 34,057 $584K
Banco BTG Pactual S.A. 0.09% No change 34,000 $583K
Northstar Advisory Group, LLC 0.23% Add +29.1% 33,514 $575K
Whitener Capital Management, Inc. 0.14% Reduce -10.7% 33,425 $574K
BIP Wealth, LLC 0.03% Reduce -3.1% 33,268 $571K
Pinnacle Associates Ltd. 0.01% Add +1.7% 33,215 $570K
Advus Financial Partners, LLC 0.14% No change 33,192 $570K
Prosperity Consulting Group, LLC 0.03% Add +15.5% 32,979 $566K
Fullcircle Wealth LLC 0.20% Add +0.1% 33,988 $563K
Hilton Capital Management, LLC 0.05% Reduce -3.0% 32,755 $562K
Covenant Asset Management, LLC 0.11% Reduce -1.6% 32,691 $561K
National Bank of Canada 0.00% Reduce -29.6% 32,447 $556K
Cannon Advisors, Inc. 0.37% New 32,900 $554K
Blueprint Investment Partners LLC 0.08% New 32,068 $550K
Romano Brothers and Company 0.06% No change 32,002 $549K
Pallas Capital Advisors LLC 0.02% Add +29.1% 31,916 $548K
Wealthspire Advisors, LLC 0.00% Add +5.5% 31,865 $547K
Alpha Cubed Investments, LLC 0.02% Add +0.6% 31,736 $545K
Invenio Wealth Partners LLC 0.20% No change 31,716 $544K
Laidlaw Wealth Management LLC 1.30% No change 31,670 $543K
Conning Inc. 0.02% No change 31,667 $543K
Southeast Asset Advisors, LLC 0.06% Add +0.1% 31,666 $543K
Natixis Advisors, LLC 0.00% Add +41.9% 31,608 $542K
Thoroughbred Financial Services, LLC 0.03% Reduce -4.2% 31,552 $541K
Magnus Financial Group LLC 0.04% Add +2.0% 31,430 $539K
Aire Advisors, LLC 0.10% Add +4.9% 31,408 $539K
Nwam LLC 0.03% Reduce -1.7% 31,994 $538K
Principal Securities, Inc. 0.01% Add +25.9% 31,260 $536K
Virtue Capital Management, LLC 0.09% New 7,894 $536K
HWG Holdings LP 0.14% New 31,236 $536K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% No change 31,231 $536K
Camelot Portfolios, LLC 0.32% No change 31,209 $536K
Full Sail Capital, LLC 0.03% Reduce -1.9% 31,168 $535K
Novem Group 0.06% Reduce -1.3% 31,135 $534K
Welch Group, LLC 0.02% Reduce -3.3% 31,037 $533K
Berkshire Asset Management LLC 0.02% Reduce -6.2% 30,965 $531K
Second Line Capital, LLC 0.11% Add +18.0% 30,962 $531K
Doliver Advisors, LP 0.14% Reduce -0.4% 30,946 $531K
Clark Asset Management, LLC 0.06% Add +28.0% 30,825 $529K
Secure Asset Management, LLC 0.09% Add +0.2% 31,077 $528K
Traub Capital Management LLC 0.52% No change 30,700 $527K
Hancock Whitney Corp. 0.01% No change 30,200 $518K
Tradition Wealth Management, LLC 0.04% Reduce -1.2% 30,159 $518K
Argent Trust Co 0.02% Reduce -39.5% 30,106 $517K
King Wealth Management Group 0.06% Reduce -2.2% 30,083 $516K
SP Asset Management LLC 0.04% Add +13.1% 30,042 $516K
Aspen Grove Capital, LLC 0.09% No change 30,001 $515K
DMC Group, LLC 0.36% New 30,000 $515K
BigSur Wealth Management LLC 0.13% No change 30,000 $515K
JBF Capital, Inc. 0.07% No change 30,000 $515K
Whipplewood Advisors, LLC 0.34% No change 29,691 $509K
Almanack Investment Partners, LLC. 0.08% Add +60.9% 29,678 $509K
Tiller Private Wealth, Inc. 0.18% Add +0.1% 29,628 $508K
LongView Wealth Management 0.14% Reduce -9.0% 29,624 $508K
SeaCrest Wealth Management, LLC 0.05% Reduce -1.0% 30,371 $506K
Tocqueville Asset Management L.P. 0.01% Add +44.0% 29,476 $506K
GPS Wealth Strategies Group, LLC 0.05% Reduce -2.0% 29,387 $504K
TCFG Wealth Management, LLC 0.20% Add +1.6% 29,309 $503K
Signaturefd, LLC 0.01% Reduce -1.7% 29,139 $500K
Spring Capital Management, LLC 0.24% No change 29,000 $498K
Fulton Bank, N.A. 0.02% No change 28,972 $497K
Leavell Investment Management, Inc. 0.02% Add +0.1% 28,775 $494K
Florida Trust Wealth Management Co 0.01% Add +53.1% 28,663 $492K
Waterloo Capital, L.P. 0.04% Reduce -3.3% 28,543 $490K
Bleakley Financial Group, LLC 0.01% Reduce -6.5% 28,277 $485K
Walled Lake Planning & Wealth Management, LLC 0.16% Add +0.3% 28,105 $482K
Brighton Jones LLC 0.01% Add +0.5% 27,937 $479K
Jane Street Group, LLC 0.00% Reduce -98.2% 27,931 $479K
Savant Capital, LLC 0.00% Add +5.8% 27,887 $479K
Pure Financial Advisors, LLC 0.01% Add +2.0% 27,868 $478K
Carnegie Investment Counsel 0.01% Add +7.6% 27,685 $475K
MV Capital Management, Inc. 0.05% Add +5.0% 27,603 $474K
Seven Springs Wealth Group, LLC 0.12% No change 27,563 $473K
Fiduciary Financial Group, LLC 0.07% Add +19.7% 27,499 $472K
Harbor Investment Advisory, LLC 0.04% Add +0.2% 27,408 $470K
Provident Investment Management, Inc. 0.04% No change 27,391 $470K
Greenline Partners, LLC 0.06% Add +54.4% 27,326 $469K
Conservest Capital Advisors, Inc. 0.04% Add +0.1% 27,172 $466K
Symphony Financial Services, Inc. 0.25% New 26,773 $459K
Rehmann Capital Advisory Group 0.03% Add +0.9% 26,568 $456K
OneDigital Investment Advisors LLC 0.00% Add +11.1% 26,486 $454K
Diligent Investors, LLC 0.12% Reduce -42.4% 26,483 $454K
Hartford Financial Management Inc. 0.12% No change 26,382 $453K
Severin Investments, LLC 0.40% Reduce -1.4% 26,281 $451K
Aviance Capital Partners, LLC 0.05% Reduce -0.0% 26,167 $449K
Pursue Wealth Partners LLC 0.25% No change 26,029 $447K
SLT Holdings LLC 0.30% Add +16.9% 26,000 $446K
Partners Group Holding AG 0.02% No change 25,810 $443K
Flynn Zito Capital Management, LLC 0.16% Add +1.3% 25,642 $440K
Prairie Wealth Advisors, Inc. 0.18% Reduce -23.0% 25,600 $439K
Focus Financial Network, Inc. 0.02% Reduce -4.9% 25,512 $438K
Checchi Capital Advisers, LLC 0.03% Reduce -6.3% 25,439 $437K
Whittier Trust Co. 0.00% Add +0.4% 25,717 $432K
Am Investment Strategies LLC 0.09% Add +5.8% 25,088 $431K
American Institute for Advanced Investment Management, LLP 0.28% Reduce -4.4% 25,102 $431K
Redhawk Wealth Advisors, Inc. 0.05% Add +7.6% 24,741 $425K
CapWealth Advisors, LLC 0.04% Add +41.9% 24,720 $424K
M.E. Allison & Co., Inc. 0.30% No change 24,692 $424K
Kingsman Wealth Management, Inc. 0.24% Reduce -55.2% 24,614 $422K
Saxon Interests, Inc. 0.17% Reduce -9.0% 23,830 $422K
Vestcor Inc 0.01% Add +21.2% 24,600 $422K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.4% 24,546 $421K
Mill Creek Capital Advisors, LLC 0.01% Add +13.3% 24,162 $415K
Financial Partners Group, Inc 0.05% Add +0.4% 24,151 $414K
Canton Hathaway, LLC 0.08% No change 24,000 $412K
Meadowbrook Wealth Management, LLC 0.43% — 24,000 $412K
Moloney Securities Asset Management, LLC 0.05% Reduce -8.1% 23,981 $412K
Cyndeo Wealth Partners, LLC 0.02% Add +9.8% 23,977 $411K
Summit Financial Wealth Advisors, LLC 0.06% No change 24,209 $411K
C2C Wealth Management, LLC 0.35% No change 23,797 $408K
United Advisor Group, LLC 0.05% Add +1.3% 23,719 $407K
United Capital Financial Advisors, LLC 0.00% Reduce -12.3% 23,711 $407K
Tepp RIA, LLC 0.46% Add +18.1% 23,693 $407K
Sagespring Wealth Partners, LLC 0.01% Add +7.2% 23,520 $404K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +0.0% 23,413 $402K
Searle & Co. 0.11% No change 23,344 $401K
Empower Advisory Group, LLC 0.00% Add +30.4% 23,273 $399K
Rothschild Investment LLC 0.02% Add +38.8% 23,262 $399K
Wagner Wealth Management, LLC 0.09% Reduce -12.5% 23,179 $398K
Brave Asset Management Inc. 0.10% No change 23,178 $398K
Wedmont Private Capital 0.01% Add +1.1% 23,786 $397K
1ST Source Bank 0.02% No change 22,994 $395K
MADDEN SECURITIES Corp 0.12% Add +1.6% 22,971 $394K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -0.4% 23,445 $394K
Pinnacle Financial Partners Inc 0.01% Add +35.6% 22,831 $392K
Private Trust Co. NA 0.03% No change 22,782 $391K
PDS Planning, Inc 0.03% Add +0.0% 22,733 $390K
Gradient Investments LLC 0.01% New 22,573 $387K
Michels Family Financial, LLC 0.30% Reduce -6.9% 22,543 $387K
Primoris Wealth Advisors, LLC 0.25% No change 22,500 $386K
Eastern Bank 0.01% Add +2.3% 22,440 $385K
Breakwater Capital Group 0.06% Add +4.4% 22,382 $384K
State of Wyoming 0.04% Reduce -29.1% 22,287 $382K
Shepherd Financial Partners LLC 0.04% Add +1.2% 22,186 $381K
Papamarkou Wellner Asset Management inc. 0.23% Reduce -0.3% 22,036 $378K
Sage Capital Management, LLC 0.17% Add +1.2% 22,029 $378K
Nicholas Hoffman & Company, LLC. 0.01% No change 21,920 $376K
Fisher Asset Management 0.00% Add +10.6% 21,910 $376K
Certuity, LLC 0.03% Reduce -8.0% 21,834 $375K
HM Payson & Co. 0.01% Add +30.8% 21,768 $374K
Belfer Management LLC 5.17% No change 21,700 $372K
Aldebaran Financial Inc. 0.37% Add +0.9% 21,625 $371K
Fifth Third Wealth Advisors LLC 0.01% Add +4.4% 21,603 $371K
Affinity Wealth Management LLC 0.05% Reduce -1.2% 21,478 $369K
Cadent Capital Advisors, LLC 0.10% Add +11.7% 21,446 $368K
Tidal Investments LLC 0.00% Reduce -4.6% 21,387 $367K
Freestone Capital Holdings, LLC 0.01% Add +67.3% 21,207 $364K
Tyche Wealth Partners LLC 0.06% Add +7.2% 21,187 $364K
Heritage Trust Co 0.04% No change 21,040 $361K
White Pine Capital LLC 0.10% No change 21,030 $361K
Edgemoor Investment Advisors, Inc. 0.03% Add +1.9% 21,020 $361K
Agf Management Ltd. 0.00% Reduce -20.8% 20,990 $360K
Ethos Financial Group, LLC 0.03% Reduce -3.4% 20,982 $360K
Solstein Capital, LLC 0.16% New 20,912 $359K
Insigneo Advisory Services, LLC 0.03% Add +64.9% 20,895 $359K
Act Wealth Management, LLC 0.13% Add +0.4% 20,877 $358K
Yarger Wealth Strategies, LLC 0.16% Add +1.3% 20,814 $357K
E&G Advisors, LLC 0.08% No change 20,784 $357K
Smithbridge Asset Management Inc. 0.05% Add +5.8% 20,708 $355K
Aspen Wealth Management LLC 0.08% Add +0.6% 20,663 $355K
Mattson Financial Services, LLC 0.08% New 20,637 $354K
Chancellor Financial Group WB LP 0.25% Add +10.8% 20,597 $353K
Teamwork Financial Advisors, LLC 0.04% Reduce -9.5% 20,516 $352K
Fortitude Advisory Group L.L.C. 0.19% Add +0.0% 20,511 $352K
JBR Co Financial Management Inc 0.15% No change 20,391 $350K
Legacy Financial Strategies, LLC 0.06% Reduce -5.4% 20,391 $350K
Evoke Wealth, LLC 0.01% Reduce -15.3% 20,353 $349K
Mosaic Family Wealth Partners, LLC 0.04% Reduce -3.0% 20,281 $349K
FLC Capital Advisors 0.07% Add +2.5% 20,293 $348K
Tranquility Partners, LLC 0.12% Add +1.8% 20,209 $347K
Midwest Trust Co 0.00% Reduce -6.7% 20,121 $345K
Atlantic Union Bankshares Corp 0.01% Add +215.8% 20,086 $345K
Matrix Private Capital Group LLC 0.18% No change 20,043 $344K
LYNX Capital Group Ltd. 0.16% No change 20,000 $343K
Commonwealth Retirement Investments LLC 0.12% New 20,000 $343K
AlphaStar Capital Management, LLC 0.03% Add +12.5% 19,969 $343K
GM Advisory Group, LLC 0.01% Reduce -18.3% 19,962 $343K
Navellier & Associates Inc. 0.03% Add +5.0% 19,954 $342K
Weil Company, Inc. 0.08% Add +36.5% 19,917 $342K
Saxony Capital Management, LLC 0.22% Add +5.3% 19,866 $341K
Jeppson Wealth Management, LLC 0.11% Add +4.9% 19,864 $341K
Total Clarity Wealth Management, Inc. 0.09% Add +1.1% 19,749 $339K
Lazard Asset Management LLC 0.00% Add +21.0% 19,694 $338K
Westover Capital Advisors, LLC 0.06% No change 19,200 $329K
Xcel Wealth Management, LLC 0.09% Add +5.5% 19,150 $329K
Kennedy Investment Group, Inc. 0.13% Add +1.8% 19,111 $328K
Savvy Advisors, Inc. 0.01% Reduce -1.7% 19,031 $327K
Mattern Capital Management, LLC 0.04% No change 19,003 $326K
Ingalls & Snyder LLC 0.01% No change 18,993 $326K
Arista Wealth Management, LLC 0.04% No change 18,996 $326K
GDS Wealth Management 0.02% Add +13.9% 18,867 $324K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -9.3% 18,818 $323K
Purkiss Capital Advisors LLC 0.15% Add +26.3% 18,813 $323K
Harmony Asset Management LLC 0.11% Add +1.2% 18,739 $322K
HBK Sorce Advisory LLC 0.01% Add +3.4% 19,018 $321K
Salvus Wealth Management, LLC 0.18% Add +0.0% 18,648 $320K
Bedel Financial Consulting, Inc. 0.04% Add +0.4% 18,646 $320K
Kirtland Hills Capital Management, LLC 0.13% Add +46.3% 18,642 $320K
Private Client Services, LLC 0.11% Reduce -2.6% 18,608 $319K
SkyOak Wealth, LLC 0.06% Reduce -7.5% 18,590 $319K
Koshinski Asset Management, Inc. 0.02% Add +16.4% 18,490 $317K
Opus Capital Group, LLC 0.04% No change 18,399 $316K
Stillwater Wealth Management Group 0.22% — 18,300 $314K
USAdvisors Wealth Management, LLC 0.11% Add +17.7% 18,250 $313K
Vista Investment Partners LLC 0.09% No change 18,147 $311K
Uptick Partners, LLC 0.08% Add +70.9% 18,118 $311K
O'shaughnessy Asset Management, LLC 0.00% Add +15.5% 18,077 $310K
Fairvoy Private Wealth, LLC 0.07% Reduce -3.1% 18,072 $310K
Krilogy Financial LLC 0.01% Add +11.7% 18,167 $307K
Verity & Verity, LLC 0.02% No change 17,878 $307K
RiverGlades Family Offices LLC 0.19% No change 17,850 $306K
Rossby Financial, LCC 0.10% No change 17,972 $305K
Westbourne Investment Advisors, Inc. 0.08% No change 17,700 $304K
RiverTree Advisors, LLC 0.19% No change 17,500 $300K
AQR Capital Management 0.00% Reduce -6.4% 17,443 $299K
Register Financial Advisors LLC 0.12% Add +2.3% 17,427 $299K
Rinkey Investments 0.08% Reduce -1.1% 17,426 $299K
Probity Advisors, Inc. 0.05% Add +7.2% 17,374 $298K
Financial Engines Advisors L.L.C. 0.00% New 17,309 $297K
Blue Trust, Inc. 0.00% Add +4.9% 17,246 $296K
Axxcess Wealth Management, LLC 0.01% Reduce -3.8% 17,167 $295K
Mayflower Financial Advisors, LLC 0.04% No change 17,135 $294K
Van Hulzen Asset Management, LLC 0.02% Reduce -0.6% 17,120 $294K
Highlander Partners, L.P. 0.10% No change 17,080 $293K
CENTRAL TRUST Co 0.01% Reduce -3.0% 17,059 $293K
Leisure Capital Management 0.10% No change 17,000 $292K
Old North State Trust, LLC 0.18% Reduce -3.3% 16,972 $291K
Crumly & Associates Inc. 0.06% New 16,948 $291K
Whalerock Point Partners, LLC 0.06% No change 16,900 $290K
Kavar Capital Partners Group, LLC 0.04% No change 16,900 $290K
Douglass Winthrop Advisors, LLC 0.01% No change 16,850 $289K
Avior Wealth Management, LLC 0.01% Reduce -0.4% 16,801 $288K
Hobbs Group Advisors, LLC 0.09% Reduce -15.2% 16,702 $287K
Quadcap Wealth Management, LLC 0.03% Add +0.2% 16,630 $285K
Curated Wealth Partners LLC 0.03% No change 16,600 $285K
Tiaa Trust, National Association 0.00% Add +9.3% 16,513 $283K
Dakota Wealth Management 0.01% Add +43.6% 16,475 $283K
Argent Advisors, Inc. 0.08% Reduce -73.6% 16,468 $283K
Professional Financial Advisors, LLC 0.06% No change 16,401 $281K
Core Wealth Partners LLC 0.13% No change 16,288 $280K
Capital Investment Advisory Services, LLC 0.02% Add +16.4% 16,205 $278K
Sittner & Nelson, LLC 0.10% No change 16,100 $276K
Red Door Wealth Management, LLC 0.03% Add +3.2% 16,099 $276K
Taylor & Morgan Wealth Management, LLC 0.17% Add +1.9% 16,097 $276K
Retirement Investment Advisors, Inc. 0.02% Reduce -39.6% 16,055 $276K
Chicago Capital, LLC 0.01% Reduce -33.3% 16,041 $275K
Fulcrum Asset Management LLP 0.08% Add +1.0% 16,040 $275K
Consilium Wealth Advisory, LLC 0.11% No change 16,000 $275K
Thrivent Financial for Lutherans 0.00% Reduce -3.1% 15,956 $274K
Disciplined Investors, L.L.C. 0.19% Add +0.8% 15,957 $274K
Integrity Alliance, Llc. 0.01% Add +5.9% 15,816 $271K
Smith, Moore & Co. 0.02% Add +28.7% 15,816 $271K
Granite Group Advisors, LLC 0.16% Add +2.7% 15,811 $271K
American Money Management, LLC 0.04% Add +13.2% 15,691 $269K
WP Advisors, LLC 0.07% Add +1.9% 15,632 $268K
Ellis Investment Partners, LLC 0.05% Add +1.3% 15,613 $268K
ORBA Wealth Advisors, L.L.C. 0.22% No change 15,600 $268K
Seelaus Asset Management LLC 0.22% Add +1.6% 15,580 $267K
Signature Wealth Management Partners, LLC 0.14% Add +1.2% 15,557 $267K
Main Street Financial Solutions, LLC 0.02% Add +7.0% 15,551 $267K
Regent Peak Wealth Advisors LLC 0.05% — 15,540 $267K
TD Waterhouse Canada Inc. 0.00% Add +3.4% 15,689 $266K
Westwood Wealth Management 0.10% No change 15,500 $266K
Mark Sheptoff Financial Planning, LLC 0.13% No change 15,460 $265K
Symmetry Partners, LLC 0.03% No change 15,432 $265K
Wealth Alliance, LLC 0.03% Reduce -1.5% 15,424 $265K
Strategic Advocates LLC 0.07% Add +1.0% 15,424 $265K
Buska Wealth Management, LLC 0.08% Add +24.1% 15,422 $265K
Country Club Bank 0.02% Add +3.4% 15,316 $263K
SYM FINANCIAL Corp 0.03% No change 15,341 $263K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.17% No change 15,500 $263K
GAMCO Investors 0.00% Reduce -88.9% 15,300 $263K
First PREMIER Bank 0.06% No change 15,288 $262K
Newman Dignan & Sheerar, Inc. 0.06% Add +1.9% 15,250 $262K
Leigh Baldwin & Co., LLC 0.15% Reduce -3.1% 15,174 $260K
Balentine LLC 0.01% New 15,156 $260K
Neville Rodie & Shaw Inc. 0.02% No change 15,175 $260K
Valtrion Capital Management, LLC 0.28% Add +4.7% 15,125 $260K
Wealth Dimensions Group, Ltd. 0.05% New 15,083 $259K
Fermata Advisors, LLC 0.07% Add +10.4% 15,035 $258K
Calamos Wealth Management LLC 0.01% New 15,005 $257K
Winthrop Advisory Group LLC 0.02% No change 14,985 $257K
Cornerstone Select Advisors, LLC 0.19% Add +1.1% 14,977 $257K
Peapack Gladstone Financial Corp. 0.00% Add +11.1% 14,976 $257K
WCG Wealth Advisors LLC 0.02% No change 14,976 $257K
Patriot Financial Group Insurance Agency, LLC 0.03% New 14,965 $257K
Next Level Wealth Planning, LLC 0.14% Add +1.2% 14,960 $257K
Sapient Capital LLC 0.00% No change 14,864 $256K
Amplius Wealth Advisors, LLC 0.02% Add +3.9% 14,779 $254K
Greatmark Investment Partners, Inc. 0.03% No change 14,712 $252K
CFO4Life Group, LLC 0.04% Add +0.1% 14,635 $251K
Sound Income Strategies, LLC 0.01% Add +29.9% 15,077 $251K
Van Cleef Asset Management,Inc 0.03% Reduce -14.6% 14,590 $250K
Prossimo Advisors, LLC 1.84% No change 14,563 $250K
Walker Asset Management, LLC 0.14% Add +6.0% 14,551 $250K
AlphaCore Capital LLC 0.01% Add +6.9% 14,550 $250K
Verdence Capital Advisors LLC 0.01% Reduce -1.3% 14,758 $250K
West Michigan Advisors, LLC 0.06% Add +7.4% 14,528 $249K
Coastal Bridge Advisors, LLC 0.02% Reduce -50.9% 14,514 $249K
Csenge Advisory Group 0.01% Reduce -1.9% 14,500 $249K
Ellenbecker Investment Group 0.04% No change 14,486 $249K
Hollow Brook Wealth Management LLC 0.06% No change 14,470 $248K
TrueWealth Advisors, LLC 0.07% Reduce -10.3% 14,404 $247K
J Hagan Capital, Inc. 0.15% Add +36.4% 14,403 $247K
Oarsman Capital, Inc. 0.03% New 14,358 $246K
Mindset Wealth Management, LLC 0.07% New 14,340 $246K
Pettinga Financial Advisors LLC 0.05% Add +8.5% 14,290 $245K
Modern Wealth Management, LLC 0.00% Add +5.2% 14,280 $245K
Maia Wealth LLC 0.04% New 14,588 $243K
SOA Wealth Advisors, LLC. 0.04% No change 218,406 $243K
Shufro Rose & Co. LLC 0.02% No change 13,028 $242K
Woodward Diversified Capital, LLC 0.11% Add +0.6% 14,072 $241K
KG Capital Management 0.07% Add +3.9% 14,050 $241K
Sovereign Financial Group, Inc. 0.05% Add +9.8% 14,038 $241K
Thompson Davis & Co., Inc. 0.15% New 14,000 $240K
Hemington Wealth Management 0.03% No change 13,952 $239K
Euro Pacific Asset Management, LLC 0.03% No change 13,210 $239K
Cypress Capital Management LLC (WY) 0.24% Reduce -30.1% 13,900 $239K
Bradley Foster & Sargent Inc. 0.00% Add +6.9% 13,885 $238K
MinichMacGregor Wealth Management, LLC 0.05% New 13,824 $237K
Wealth Effects LLC 0.08% No change 13,814 $237K
Root Financial Partners, LLC 0.01% Add +29.2% 13,783 $237K
Viawealth, LLC 0.13% No change 13,702 $235K
Smithfield Trust Co 0.01% No change 13,731 $235K
PCG Wealth Advisors, LLC 0.07% Add +0.1% 13,680 $235K
Family Manage LLC 0.03% No change 13,664 $234K
Modera Wealth Management, LLC 0.00% Reduce -5.7% 13,639 $234K
Vantage Financial Partners, LLC 0.05% New 13,608 $234K
Nicolet Advisory Services, LLC 0.02% Reduce -15.1% 14,002 $233K
Uniting Wealth Partners, LLC 0.06% Add +8.1% 13,580 $233K
Kiker Wealth Management, LLC 0.12% No change 13,575 $233K
LBMC Investment Advisors, LLC 0.01% Add +0.6% 13,494 $232K
Founders Financial Alliance, LLC 0.04% Add +22.6% 13,492 $232K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.14% No change 13,490 $231K
Trek Financial, LLC 0.01% Add +0.0% 13,439 $231K
Perennial Investment Advisors, LLC 0.02% Reduce -5.2% 13,333 $229K
Herold Advisors, Inc. 0.05% Reduce -5.9% 13,320 $229K
O'Dell Group, LLC 0.05% New 13,300 $228K
Nalls Sherbakoff Group, LLC 0.15% No change 13,299 $228K
Clifford Swan Investment Counsel LLC 0.01% No change 13,263 $228K
Guyasuta Investment Advisors Inc. 0.01% Add +0.5% 13,194 $226K
Wolff Financial Management LLC 0.05% Add +0.2% 13,193 $226K
Safeguard Investment Advisory Group, LLC 0.06% Reduce -1.2% 13,191 $226K
Calydon Capital 0.04% Reduce -48.4% 13,071 $224K
Sterling Capital Management LLC 0.00% No change 13,003 $223K
Ruggaard & Associates LLC 0.08% No change 12,987 $223K
Quadrant Private Wealth Management, LLC 0.04% Add +6.9% 12,950 $222K
Greenwich Wealth Management LLC 0.01% New 12,938 $222K
Compound Planning, Inc. 0.01% Reduce -71.0% 12,904 $221K
BWM Planning, LLC 0.07% Add +1.9% 12,846 $220K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +2.5% 12,831 $220K
Aerodigm Wealth, LLC 0.09% Reduce -10.3% 12,949 $220K
Talisman Wealth Advisors LLC 0.18% No change 12,794 $220K
Alliancebernstein L.P. 0.00% No change 12,785 $219K
KERR FINANCIAL PLANNING Corp 0.31% — 12,796 $218K
Community Trust & Investment Co. 0.01% Add +16.5% 12,673 $217K
Helium Advisors LLC 0.18% Reduce -45.3% 12,640 $217K
WFA Asset Management Corp 0.12% Add +0.5% 13,498 $217K
Pennington Partners & Co., LLC 0.10% New 12,600 $216K
Levin Capital Strategies, L.P. 0.02% No change 12,534 $215K
Strata Wealth Advisors, LLC 0.06% New 12,529 $215K
Tompkins Financial Corp. 0.02% No change 12,500 $215K
Tower Research Capital LLC (TRC) 0.01% Add +225.0% 12,476 $214K
Centurion Wealth Management LLC 0.05% Add +16.4% 12,397 $213K
Kaizen Financial Strategies 0.10% Reduce -0.2% 12,609 $213K
Orion Porfolio Solutions, LLC 0.00% New 12,360 $212K
Potentia Wealth 0.08% Reduce -3.8% 12,318 $211K
Cullinan Associates Inc. 0.01% No change 12,300 $211K
LRI Investments, LLC 0.02% No change 12,290 $211K
Jim Saulnier & Associates, LLC 0.12% Add +1.9% 12,228 $210K
Caliber Wealth Management, LLC / KS 0.02% Reduce -4.5% 12,218 $210K
Dudley Capital Management, LLC 0.09% Add +2.3% 12,157 $209K
Rydar Equities, Inc. 0.17% New 12,186 $207K
Simon Quick Advisors, LLC 0.01% Add +1.1% 12,036 $207K
First Trust Capital Management L.P. 0.01% No change 12,027 $206K
Barrett & Company, Inc. 0.07% Reduce -31.5% 12,018 $206K
Investment Research Partners LLC 0.09% — 12,173 $206K
Centaurus Financial, Inc. 0.01% Reduce -32.6% 11,984 $206K
Hall Laurie J Trustee 0.07% No change 12,004 $206K
Marks Wealth, LLC 0.06% New 12,000 $206K
Northcape Wealth Management, LLC 0.06% Add +4.3% 12,000 $206K
Alpine Woods Capital Investors, LLC 0.05% No change 11,850 $203K
Purus Wealth Management, LLC 0.06% Add +1.9% 11,818 $203K
Adamsbrown Wealth Consultants LLC 0.06% Add +1.7% 11,799 $202K
Indiana Trust & Investment Management Co 0.06% No change 11,796 $202K
Anfield Capital Management, LLC 0.06% No change 11,752 $202K
Allium Financial Advisors, LLC 0.16% New 11,606 $199K
Freedom Day Solutions, LLC 0.05% New 11,601 $199K
Veery Capital, LLC 0.06% No change 11,500 $197K
EagleClaw Capital Managment, LLC 0.03% No change 11,500 $197K
Cura Wealth Advisors, LLC 0.08% Add +0.4% 11,459 $197K
Centennial Wealth Advisory LLC 0.05% Add +5.3% 11,447 $196K
First Citizens Bank & Trust Co. 0.00% No change 11,402 $196K
Mather Group, Llc. 0.00% No change 11,367 $195K
Mountain Capital Investment Advisors Inc. 0.03% New 11,447 $194K
Madrona Financial Services, LLC 0.04% No change 11,274 $193K
Bridgewealth Advisory Group, LLC 0.04% Add +5.2% 11,190 $192K
SeaBridge Investment Advisors LLC 0.03% No change 11,061 $190K
Apollon Financial, LLC 0.03% No change 11,000 $189K
Ami Investment Management Inc. 0.04% No change 10,997 $189K
First Heartland Consultants, Inc. 0.02% Reduce -15.7% 10,979 $188K
Prosperity Financial Group, Inc. 0.07% Add +3.3% 10,900 $187K
IAG Wealth Partners, LLC 0.02% Reduce -3.4% 10,880 $187K
Atlas Private Wealth Advisors 0.05% Reduce -52.6% 10,873 $187K
CenterStar Asset Management, LLC 0.35% New 10,786 $186K
L & S Advisors Inc 0.02% Reduce -1.1% 10,814 $186K
Everett Harris & Co. 0.00% No change 10,697 $184K
Lion Street Advisors, LLC 0.06% New 19,278 $183K
Creative Financial Designs Inc. 0.01% No change 10,670 $183K
IronBridge Private Wealth, LLC 0.06% Add +0.3% 10,642 $183K
McCarthy Asset Management, Inc. 0.12% Add +0.3% 10,590 $182K
World Equity Group, Inc. 0.04% Add +0.8% 10,545 $181K
Duncan Williams Asset Management, LLC 0.05% New 10,538 $181K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Reduce -0.4% 10,514 $180K
Successful Portfolios LLC 0.11% New 10,504 $180K
Zacks Investment Management 0.00% Add +1.1% 10,503 $180K
Altus Wealth Group LLC 0.07% New 10,410 $179K
Core Wealth Advisors, Inc. 0.05% New 10,409 $179K
Lyell Wealth Management, LP 0.01% No change 10,350 $178K
Journey Strategic Wealth LLC 0.01% No change 10,326 $177K
Arrow Investment Advisors, LLC 0.19% New 10,268 $176K
City Holding Co. 0.02% Add +46.6% 10,262 $176K
Key Client Fiduciary Advisors, LLC 0.06% Add +1.0% 10,252 $176K
Cornell Pochily Investment Advisors, Inc. 0.05% Reduce -3.1% 10,187 $175K
Scissortail Wealth Management, LLC 0.04% New 10,184 $175K
First National Trust Co 0.01% No change 10,141 $174K
EPG Wealth Management LLC 0.05% New 10,140 $174K
Hardin Capital Partners, LLC 0.09% New 10,110 $173K
ARK & TLK Investments, LLC 0.05% Reduce -61.0% 10,083 $173K
Virtus Investment Advisers, LLC 0.05% Add +4.9% 10,079 $173K
Prosperitas Financial LLC 0.07% New 10,078 $173K
Fairview Capital Investment Management, LLC 0.01% No change 10,026 $172K
Ulland Investment Advisors, LLC 0.13% Reduce -28.6% 10,000 $172K
Vanguard Capital Wealth Advisors 0.14% No change 10,010 $172K
Caldwell Sutter Capital, Inc. 0.07% Reduce -10.2% 10,006 $172K
Quantum Financial Planning Services, Inc. 0.07% No change 10,000 $172K
Fortitude Family Office, LLC 0.05% Add +275.2% 9,985 $171K
PFC Capital Group, Inc. 0.07% New 10,001 $171K
Motco 0.02% Reduce -12.2% 9,825 $169K
Valley National Advisers Inc. 0.03% Reduce -8.1% 9,796 $168K
MCF Advisors LLC 0.01% Add +5.7% 9,718 $167K
Operose Advisors LLC 0.04% No change 9,556 $164K
Arlington Trust Co LLC 0.03% Add +2069.0% 9,435 $162K
Trifecta Capital Advisors, LLC 0.02% Add +21.9% 9,389 $161K
JFS Wealth Advisors, LLC 0.01% Add +940.4% 9,384 $161K
Amplify Investments, LLC 4.08% Add +20.0% 9,338 $160K
Assetmark, Inc. 0.00% Add +1.1% 9,284 $159K
American National Bank & Trust 0.02% No change 9,192 $158K
Bank of New Hampshire 0.04% Add +5.2% 9,180 $158K
Fairman Group, LLC 0.13% No change 9,150 $157K
Orion Capital Management LLC 0.05% Add +1.9% 9,130 $157K
Toth Financial Advisory Corp. 0.02% No change 8,785 $151K
AllSquare Wealth Management LLC 0.08% No change 8,621 $148K
American Capital Advisory, LLC 0.07% No change 8,495 $146K
CNB Bank 0.06% Add +342.1% 8,400 $144K
Financial Gravity Asset Management, Inc. 0.03% — 8,400 $144K
Future Financial Wealth Managment LLC 0.09% Add +1.3% 8,347 $143K
Kings Path Partners LLC 0.05% No change 8,000 $137K
Concord Wealth Partners 0.02% Add +1.9% 7,968 $137K
Nemes Rush Group LLC 0.01% No change 7,729 $133K
Adirondack Trust Co. 0.04% Reduce -0.0% 7,533 $129K
Montag A & Associates Inc. 0.01% No change 7,352 $126K
University of Texas/Texas Am Investment Management Co. 0.02% No change 7,249 $124K
Strategic Investment Solutions, Inc. 0.03% Add +24.1% 7,085 $122K
SJS Investment Consulting Inc. 0.02% No change 6,983 $120K
Aventura Private Wealth, LLC 0.04% Add +37.0% 6,697 $115K
Hantz Financial Services, Inc. 0.00% Add +1.5% 6,345 $109K
Proffitt & Goodson Inc. 0.01% No change 6,025 $103K
Tortoise Investment Management, LLC 0.01% Reduce -14.2% 5,858 $101K
Medallion Wealth Advisors, LLC 0.03% Add +102.4% 5,672 $97K
BankPlus Trust Department 0.03% No change 5,671 $97K
Hilltop National Bank 0.02% No change 5,584 $96K
Hara Capital LLC 0.06% No change 5,495 $94K
Rosenberg Matthew Hamilton 0.02% Reduce -17.7% 5,382 $92K
Hollencrest Capital Management 0.00% Add +1.5% 5,351 $92K
Founders Capital Management 0.05% No change 5,272 $90K
UMB Bank, n.a. 0.00% No change 5,105 $88K
Heritage Wealth Advisors 0.00% Reduce -1.2% 5,100 $88K
Kozak & Associates, Inc. 0.02% No change 5,135 $87K
Zazove Associates LLC 0.19% No change 5,000 $86K
Mechanics Financial Corp 0.03% Add +25.0% 5,000 $86K
Citizens National Bank Trust Department 0.02% No change 5,000 $86K
Johnson Financial Group, Inc. 0.00% No change 5,000 $86K
Atwood & Palmer Inc. 0.00% No change 4,822 $83K
Quent Capital, LLC 0.01% New 4,694 $81K
GHP Investment Advisors, Inc. 0.00% No change 4,675 $80K
Creekmur Asset Management LLC 0.01% Add +6.0% 4,562 $78K
Estabrook Capital Management 0.01% No change 4,451 $76K
North Capital, Inc. 0.06% Add +0.0% 4,233 $73K
Russell Investments Group, Ltd. 0.00% Add +0.4% 4,196 $72K
Plante Moran Financial Advisors, LLC 0.00% No change 4,170 $72K
First Horizon Corp. 0.00% — 4,117 $71K
Lummis Asset Management, LP 0.05% No change 4,070 $70K
McIlrath & Eck, LLC 0.01% No change 4,013 $69K
WFA of San Diego, LLC 0.05% No change 4,000 $69K
Ameriflex Group, Inc. 0.03% New 4,000 $69K
Wolff Wiese Magana LLC 0.04% Add +34.1% 3,935 $68K
Armstrong Advisory Group, Inc. 0.00% Reduce -13.1% 3,930 $67K
Princeton Global Asset Management LLC 0.01% Reduce -13.4% 3,875 $66K
Capital Advisors, Ltd. LLC 0.01% Add +1.9% 3,846 $66K
Colonial Trust Advisors 0.01% No change 3,840 $66K
Caitlin John, LLC 0.05% New 3,788 $65K
SouthState Bank Corp 0.00% Reduce -0.2% 3,721 $64K
St Germain D J Co. Inc. 0.00% No change 3,614 $62K
Kelly Lawrence W & Associates Inc. 0.02% No change 3,600 $62K
Optimum Investment Advisors 0.02% No change 3,500 $60K
Dunhill Financial, LLC 0.02% No change 3,454 $59K
American Wealth Advisors, LLC 0.06% — 3,353 $58K
Manchester Capital Management LLC 0.01% No change 3,328 $57K
Community Bank, N.A. 0.01% No change 3,200 $55K
Scarborough Advisors, LLC 0.01% Add +0.7% 3,136 $54K
Quaker Wealth Management, LLC 0.02% Add +1.3% 3,117 $53K
Tsfg, LLC 0.01% Add +0.5% 3,069 $53K
Caldwell Trust Co 0.00% No change 3,022 $52K
Albion Financial Group 0.00% Add +1.9% 3,009 $52K
Murphy & Mullick Capital Management Corp 0.04% No change 3,020 $51K
Golden State Wealth Management, LLC 0.01% Add +38.9% 2,918 $50K
Clearstead Trust, LLC 0.01% New 2,899 $50K
United Community Bank 0.02% No change 2,888 $50K
Oakworth Capital, Inc. 0.00% No change 2,867 $49K
CX Institutional 0.00% No change 2,781 $48K
South Plains Financial, Inc. 0.03% No change 2,778 $48K
CBIZ Investment Advisory Services, LLC 0.00% Add +1.3% 2,712 $47K
N.E.W. Advisory Services LLC 0.00% Add +23.5% 2,663 $46K
Core Alternative Capital 0.01% New 2,657 $46K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 2,600 $45K
Key Financial Inc 0.01% Add +1.9% 2,566 $44K
Financial Freedom, LLC 0.02% No change 2,416 $41K
Cornerstone National Bank & Trust Co 0.02% No change 2,406 $41K
Crowley Wealth Management, Inc. 0.03% No change 2,400 $41K
Alerus Financial NA 0.00% New 2,400 $41K
Tidemark, LLC 0.01% Add +1.5% 2,382 $41K
Glen Eagle Advisors, LLC 0.01% Add +19.2% 2,381 $41K
Wealth Preservation Advisors, LLC 0.02% No change 2,360 $40K
SRH Advisors, LLC 0.01% No change 2,325 $40K
HHM Wealth Advisors, LLC 0.00% No change 2,270 $39K
Cherry Tree Wealth Management, LLC 0.01% No change 2,211 $38K
High Note Wealth, LLC 0.01% No change 2,200 $38K
Stone House Investment Management, LLC 0.01% Add +1.2% 2,069 $35K
Trust Co 0.00% No change 2,000 $34K
Godsey & Gibb, Inc. 0.00% Reduce -50.0% 2,000 $34K
NBT Bank, N.A. 0.00% No change 2,000 $34K
Chilton Capital Management LLC 0.00% No change 2,000 $34K
Financial Life Planners 0.02% New 1,999 $34K
Pacific Center for Financial Services 0.01% No change 1,920 $33K
Vision Financial Markets LLC 0.03% Add +1.9% 1,864 $32K
Evermay Wealth Management LLC 0.00% No change 1,844 $32K
Peoples Financial Services Corp. 0.01% No change 1,792 $31K
Rise Advisors, LLC 0.01% Add +1.3% 1,705 $29K
Walleye Trading LLC 0.00% New 1,624 $28K
Main Street Group, LTD 0.01% No change 1,598 $27K
Sawyer & Company, Inc 0.01% No change 1,500 $27K
Clarity Asset Management, Inc. 0.02% Add +1.9% 1,572 $27K
Fourth Dimension Wealth, LLC 0.01% No change 1,500 $26K
Delta Asset Management LLC 0.00% No change 1,400 $24K
Financial Connections Group, Inc. 0.01% Add +1.9% 1,447 $24K
ESL Trust Services, LLC 0.00% Add +27.5% 1,391 $24K
Vermillion Wealth Management, Inc. 0.01% Add +0.3% 1,387 $24K
Boyd Watterson Asset Management LLC 0.01% No change 1,385 $24K
Beaird Harris Wealth Management, LLC 0.00% No change 1,332 $23K
Mountain Hill Investment Partners Corp. 0.02% Add +0.1% 1,311 $23K
Boreal Capital Management LLC 0.02% No change 1,252 $21K
Asset Dedication, LLC 0.00% No change 1,250 $21K
Frazier Financial Advisors, LLC 0.01% No change 1,235 $21K
Strategic Wealth Partners, Ltd. 0.00% Reduce -70.8% 1,221 $21K
Financial Management Professionals, Inc. 0.00% Add +89.4% 1,199 $21K
Colonial Trust Co / SC 0.00% No change 1,192 $20K
Ameritas Investment Partners, Inc. 0.00% No change 1,125 $19K
Islay Capital Management, LLC 0.01% No change 1,024 $18K
AdvisorNet Financial, Inc 0.00% Add +1.3% 1,023 $18K
TD Capital Management LLC 0.00% No change 1,018 $17K
Turning Point Benefit Group, Inc. 0.01% New 1,019 $17K
North Ridge Wealth Advisors, Inc. 0.01% No change 1,000 $17K
Gables Capital Management Inc. 0.01% New 1,000 $17K
City State Bank 0.01% No change 1,000 $17K
Global Wealth Strategies & Associates 0.00% No change 1,000 $17K
Rialto Wealth Management, LLC 0.00% No change 1,000 $17K
Provenance Wealth Advisors, LLC 0.00% No change 1,000 $17K
GAMMA Investing LLC 0.00% No change 1,000 $17K
Country Trust Bank 0.00% No change 1,000 $17K
Financial Network Wealth Advisors LLC 0.02% Add +0.3% 879 $15K
Smartleaf Asset Management LLC 0.00% No change 849 $15K
Smallwood Wealth Investment Management, LLC 0.01% Add +1.3% 832 $14K
Legacy Wealth Managment, LLC 0.01% Add +100.0% 800 $14K
Crewe Advisors LLC 0.00% No change 773 $13K
Physician Wealth Advisors, Inc. 0.00% No change 768 $13K
Clear Investment Research, LLC 0.02% Reduce -9.0% 748 $13K
Archer Investment Corp 0.00% No change 680 $12K
SWAN Capital LLC 0.00% Reduce -20.8% 674 $12K
Painted Porch Advisors LLC 0.00% Add +1.8% 632 $11K
Cedar Mountain Advisors, LLC 0.00% Add +1.8% 617 $11K
New England Capital Financial Advisors LLC 0.00% Add +1.9% 581 $10K
Compass Financial Services Inc 0.00% New 577 $10K
Hoey Investments, Inc. 0.00% No change 516 $9K
Essential Partners LLC 0.00% No change 505 $9K
Transce3nd, LLC 0.08% Reduce -98.9% 605 $9K
PFS Partners, LLC 0.00% No change 500 $9K
Private Wealth Asset Management, LLC 0.00% No change 418 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% New 416 $7K
Centerpoint Advisors, LLC 0.00% No change 434 $7K
Security National Bank 0.00% New 400 $7K
Evolution Wealth Management Inc. 0.01% No change 384 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 384 $7K
Carolina Wealth Advisors, LLC 0.00% New 336 $6K
Signature Resources Capital Management, LLC 0.00% Reduce -60.1% 331 $6K
Versant Capital Management, Inc 0.00% New 330 $6K
Luminist Capital LLC 0.00% Add +45.5% 320 $5K
Millstone Evans Group, LLC 0.00% No change 300 $5K
Costello Asset Management, INC 0.00% No change 294 $5K
Covestor Ltd 0.00% No change 266 $5K
Bessemer Group Inc. 0.00% Reduce -99.2% 278 $5K
Pineridge Advisors LLC 0.00% Add +1.6% 250 $4K
Chesapeake Asset Management LLC 0.00% Add +2.1% 248 $4K
Gen-Wealth Partners Inc 0.00% No change 240 $4K
Independence Bank of Kentucky 0.00% No change 200 $3K
Financial Consulate, Inc. 0.00% New 180 $3K
1620 Investment Advisors, Inc. 0.00% Add +84.2% 175 $3K
CKW Financial Group 0.00% Add +100.0% 200 $3K
Penserra Capital Management LLC 0.00% Reduce -24.2% 216 $3K
Cloud Capital Management, LLC 0.00% New 121 $2K
Truvestments Capital LLC 0.00% Add +1.8% 114 $2K
JPL Wealth Management, LLC 0.00% New 100 $2K
Pacifica Partners Inc. 0.00% No change 75 $1K
Flagship Wealth Advisors, LLC 0.00% New 60 $1K
Abound Wealth Management 0.00% New 59 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 45 $1K
MPWM Advisory Solutions, LLC 0.00% No change 21 $360
Pflug Koory, LLC 0.00% Add +10.0% 11 $181

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