FiservFISV

13F holders, Q4 2024 (December 31)
1,903holders +176
166new positions
67sold out
14famous investors
$205.79avg. 13F price*

At the end of Q4 2024, 1,903 institutions reported holding Fiserv Inc. (FISV) in their 13F filings, up 176 from Q3 2024. 166 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($10.2B), BlackRock, Inc. ($8.6B) and T. Rowe Price Associates Inc. ($7.0B). 14 famous investors held it, including Francois Rochon (4.7% of Giverny Capital's portfolio), Bill Nygren (3.1% of Harris Associates (Oakmark Funds)'s portfolio) and Leon Cooperman (3.0% of Omega Advisors (Leon Cooperman)'s portfolio).

Company
Fiserv Inc.
Sector
Consumer Discretionary
CUSIP
337738108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions166$957.8M
Exits67$517.4M

All 13F filers, Q3 2024 → Q4 2024: 28,781,613 shares bought and 30,250,297 shares sold, net −1,468,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,903 holders

Vanguard Group Inc. 0.18% Reduce -0.3% 49,544,127 $10.2B
BlackRock, Inc. 0.17% Add +6.6% 41,716,243 $8.6B
T. Rowe Price Associates Inc. 0.81% Reduce -3.3% 34,017,957 $7.0B
Dodge & Cox 3.86% Reduce -1.6% 32,192,395 $6.6B
State Street Corp. 0.20% Add +2.0% 24,408,662 $5.0B
Capital World Investors 0.61% Reduce -2.9% 19,630,806 $4.0B
Geode Capital Management, LLC 0.19% Add +1.9% 11,891,207 $2.4B
FMR LLC 0.14% Add +22.5% 11,568,895 $2.4B
Morgan Stanley 0.15% Add +14.6% 10,299,695 $2.1B
Harris Associates (Oakmark Funds) 3.08% Reduce -33.9% 9,053,132 $1.9B
JPMorgan Chase & Co. 0.14% Reduce -30.2% 8,593,064 $1.8B
Massachusetts Financial Services Co. 0.52% Add +16.2% 8,030,889 $1.6B
Nuveen Asset Management, LLC 0.40% Add +5.2% 6,936,554 $1.4B
Norges Bank 0.18% Reduce -7.9% 6,846,716 $1.4B
Invesco Ltd. 0.26% Reduce -6.2% 6,806,141 $1.4B
Northern Trust Corp. 0.18% Add +19.5% 6,206,720 $1.3B
Alliancebernstein L.P. 0.38% Add +65.6% 5,437,246 $1.1B
Parnassus Investments, LLC 2.22% Reduce -6.6% 4,861,759 $998.7M
Sanders Capital, LLC 1.40% Add +9.6% 4,662,197 $957.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.22% Add +9.1% 4,616,841 $948.4M
Goldman Sachs Group Inc. 0.18% Add +10.9% 4,567,568 $938.3M
Bank of New York Mellon Corp 0.14% Add +4.7% 3,711,072 $762.3M
Longview Partners (Guernsey) LTD 5.63% Reduce -10.2% 3,670,985 $754.1M
Charles Schwab Investment Management Inc. 0.14% Add +2.6% 3,620,785 $743.8M
Bessemer Group Inc. 1.18% Reduce -8.4% 3,514,283 $721.9M
Legal & General Group Plc 0.19% Add +0.6% 3,489,260 $716.8M
Amundi 0.22% Reduce -3.5% 3,015,262 $618.8M
Raymond James Financial Inc. 0.23% — 2,993,781 $615.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 5.19% Reduce -1.2% 2,829,231 $603.0M
Pittenger & Anderson Inc. 21.81% Reduce -0.3% 2,922,579 $600.4M
Dimensional Fund Advisors LP 0.14% Reduce -2.2% 2,755,217 $566.0M
Neuberger Berman Group LLC 0.44% Add +2.3% 2,707,699 $556.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.59% Add +16.6% 2,653,855 $545.2M
UBS Group AG 0.11% Add +41.5% 2,459,036 $505.1M
Egerton Capital (UK) LLP 5.52% Reduce -9.8% 2,324,599 $477.5M
California Public Employees Retirement System 0.31% Reduce -1.3% 2,243,845 $460.9M
Bank of America Corp. 0.04% Add +11.5% 2,226,748 $457.4M
Pictet Asset Management Holding SA 0.49% Add +4.2% 2,224,227 $456.9M
Arrowstreet Capital, Limited Partnership 0.34% Add +29.1% 2,092,538 $429.8M
Deutsche Bank AG 0.17% Add +3.9% 2,076,282 $426.5M
Blair William & Co. 1.24% Reduce -1.7% 2,074,202 $426.1M
CIBC Private Wealth Group LLC 0.77% Reduce -2.6% 2,075,563 $426.0M
Franklin Resources Inc. 0.12% Reduce -22.9% 2,060,508 $423.3M
Ameriprise Financial Inc. 0.10% Reduce -33.1% 1,938,567 $398.2M
Navera Investment Management Ltd. 6.90% Reduce -9.0% 1,876,079 $385.6M
Mairs & Power Inc. 3.72% Reduce -1.2% 1,871,409 $384.4M
Envestnet Asset Management Inc. 0.12% Reduce -4.2% 1,795,520 $368.8M
C WorldWide Group Holding A/S 4.46% Reduce -8.3% 1,778,860 $365.4M
Winslow Capital Management, LLC 1.29% New 1,767,261 $363.0M
Swiss National Bank 0.22% Reduce -6.3% 1,626,386 $334.1M
Nordea Investment Management AB 0.35% Reduce -22.3% 1,608,951 $331.6M
Royal Bank of Canada 0.07% Reduce -1.6% 1,481,250 $304.3M
Kensico Capital Management Corp. 6.52% Add +6.8% 1,388,200 $285.2M
JARISLOWSKY, FRASER Ltd 1.63% Reduce -13.3% 1,358,882 $279.1M
Wells Fargo & Company 0.07% Reduce -0.5% 1,330,529 $273.3M
HSBC Holdings PLC 0.17% Reduce -2.3% 1,307,023 $268.6M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -1.3% 1,300,431 $267.1M
Provident Trust Co. 4.54% Add +15.8% 1,278,089 $262.5M
Scharf Investments, LLC 7.58% Reduce -6.4% 1,244,900 $255.7M
Robeco Institutional Asset Management B.V. 0.48% Reduce -6.3% 1,240,855 $254.9M
Focused Investors LLC 8.00% Reduce -1.1% 1,232,550 $253.2M
TrinityBridge Ltd 6.93% No change 1,196,528 $246.0M
Barclays PLC 0.12% Reduce -29.0% 1,196,015 $245.7M
Bank Julius Baer & Co. Ltd, Zurich 0.73% Add +6.2% 1,068,916 $234.9M
Brandes Investment Partners, LP 2.45% Reduce -12.8% 1,068,749 $219.5M
Rhumbline Advisers 0.20% Reduce -3.0% 1,067,625 $219.3M
National Pension Service 0.20% Reduce -6.8% 1,035,988 $212.8M
DSM Capital Partners LLC 3.25% Add +1.0% 1,025,130 $210.6M
BNP Paribas Financial Markets 0.16% Add +5.0% 981,679 $201.7M
Sei Investments Co. 0.25% Add +57.6% 959,157 $197.0M
Macquarie Group Ltd. 0.24% Add +0.4% 978,661 $196.5M
New York State Common Retirement Fund 0.26% Reduce -7.6% 939,563 $193.0M
California State Teachers Retirement System 0.22% Reduce -4.4% 935,981 $192.3M
Principal Financial Group Inc. 0.10% Add +0.8% 929,193 $190.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.18% Add +7.0% 907,796 $189.3M
Brown Advisory Inc. 0.24% Reduce -11.0% 920,073 $189.0M
Welch & Forbes LLC 2.31% Reduce -2.4% 874,761 $179.7M
Orion Porfolio Solutions, LLC 1.79% Add +935.6% 425,336 $179.3M
Orion Portfolio Solutions, LLC 1.79% Add +935.6% 425,336 $179.3M
Baird Financial Group, Inc. 0.34% Reduce -3.3% 862,131 $177.1M
Voya Investment Management LLC 0.21% Add +195.1% 831,026 $170.7M
Danica Pension, Livsforsikringsaktieselskab 3.11% Reduce -18.5% 809,278 $166.2M
Timucuan Asset Management Inc. 5.07% Add +0.3% 806,960 $165.8M
Holocene Advisors, LP 0.54% New 803,020 $165.0M
Citigroup Inc. 0.16% Reduce -36.0% 787,619 $161.8M
American Century Companies Inc. 0.09% Add +2.4% 745,481 $153.1M
Clearbridge Investments, LLC 0.12% Reduce -34.9% 718,007 $147.5M
NorthCoast Asset Management LLC 0.72% Add +12.9% 714,250 $146.7M
Homestead Advisers Corp 3.47% Reduce -7.6% 701,300 $144.1M
TCW Group Inc. 1.20% Reduce -5.7% 697,880 $143.4M
Bank of Montreal 0.07% Reduce -11.4% 663,906 $136.4M
CANADA LIFE ASSURANCE Co 0.24% Add +11.2% 663,675 $136.4M
Crestwood Advisors Group, LLC 2.54% Reduce -0.1% 660,489 $135.7M
Maj Invest Holding A/S 4.46% Reduce -31.5% 659,912 $135.6M
Madison Asset Management, LLC 1.52% Reduce -0.9% 655,777 $134.7M
Madison Investment Advisors, LLC 1.52% — 655,777 $134.7M
Bridgewater Associates 0.61% Add +20.4% 649,901 $133.5M
Giverny Capital 4.73% Add +25.7% 630,254 $129.5M
Artisan Partners Limited Partnership 0.20% Reduce -7.9% 618,548 $127.1M
Assenagon Asset Management S.A. 0.21% Add +289.6% 575,829 $118.3M
Public Sector Pension Investment Board 0.50% Add +2307.8% 573,987 $117.9M
Birch Hill Investment Advisors LLC 5.45% Reduce -5.9% 571,141 $117.3M
New South Capital Management Inc. 4.91% Reduce -5.1% 566,754 $116.4M
State Board of Administration of Florida Retirement System 0.22% Reduce -2.0% 552,974 $113.6M
Squarepoint Ops LLC 0.29% Add +3452.2% 550,593 $113.1M
Huntington National Bank 1.06% Add +7.0% 546,795 $112.3M
Manufacturers Life Insurance Company, The 0.10% Add +0.1% 544,434 $111.8M
Commerce Bank 0.68% Reduce -9.1% 540,322 $111.0M
National Bank of Canada 0.14% Add +1995.2% 534,892 $110.0M
New York State Teachers Retirement System 0.23% Reduce -3.6% 523,915 $107.6M
Manning & Napier Advisors LLC 1.22% Reduce -25.1% 521,957 $107.2M
Summitry LLC 5.24% Reduce -17.3% 519,163 $106.6M
Mariner, LLC 0.18% Add +0.7% 516,083 $106.0M
Beck Mack & Oliver LLC 1.95% Add +0.5% 513,402 $105.5M
Bradley Foster & Sargent Inc. 1.76% Add +3.3% 510,153 $104.8M
Adage Capital Partners Gp, L.L.C. 0.18% Reduce -31.9% 508,931 $104.5M
LPL Financial LLC 0.04% Add +28.6% 504,684 $103.7M
Keybank National Association 0.40% Add +5.5% 502,667 $103.3M
Cornerstone Investment Partners, LLC 5.12% Reduce -7.0% 501,195 $103.0M
Lazard Asset Management LLC 0.16% Reduce -52.9% 497,930 $102.3M
Korea Investment CORP 0.24% Reduce -12.2% 496,594 $102.0M
Nicholas Company, Inc. 1.64% Reduce -0.0% 493,765 $101.4M
NZS Capital, LLC 4.20% Reduce -9.6% 480,088 $98.6M
Janus Henderson Group PLC 0.05% Add +38.1% 479,476 $98.6M
Storebrand Asset Management As 0.30% Reduce -0.4% 478,299 $98.3M
Corient Private Wealth LP 0.16% Add +4.5% 474,213 $97.4M
Cardano Risk Management B.V. 1.49% New 473,442 $97.3M
Marathon Asset Management Ltd 2.67% Reduce -4.0% 464,514 $95.4M
Woodley Farra Manion Portfolio Management Inc. 4.75% Reduce -2.3% 464,203 $95.4M
Mountain Pacific Investment Advisers LLC 6.56% Reduce -1.6% 454,272 $93.3M
Natixis Advisors, LLC 0.17% Reduce -4.1% 443,124 $91.0M
Aberdeen Group plc 0.17% Reduce -9.7% 436,067 $89.6M
STRS Ohio 0.35% Reduce -4.4% 434,822 $89.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.18% — 434,803 $89.3M
Staley Capital Advisers Inc. 3.96% Reduce -2.8% 434,319 $89.2M
Russell Investments Group, Ltd. 0.12% Add +11.2% 433,440 $89.1M
Citadel Advisors 0.08% Reduce -25.2% 430,457 $88.4M
AXA S.A. 0.27% Reduce -1.5% 427,733 $87.9M
Artemis Investment Management LLP 1.24% Reduce -17.7% 424,802 $87.3M
Schroder Investment Management Group 0.08% Add +3.9% 422,954 $86.9M
APG Asset Management N.V. 0.24% Add +315.9% 433,161 $85.9M
Associated Banc-Corp 2.54% Reduce -8.2% 410,341 $84.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.50% Add +3.2% 407,445 $83.7M
Cerity Partners LLC 0.18% Reduce -0.7% 406,592 $82.9M
London Co. of Virginia 0.45% Reduce -3.4% 397,864 $81.7M
Mackenzie Financial Corp. 0.11% Add +26.9% 394,288 $81.0M
KBC Group NV 0.22% Add +187.6% 394,171 $81.0M
Danske Bank A/S 0.24% Reduce -2.5% 393,069 $80.7M
Victory Capital Management Inc. 0.08% Add +33.0% 390,444 $80.2M
Tredje AP-fonden 0.72% Add +4.0% 389,195 $79.9M
DekaBank Deutsche Girozentrale 0.14% No change 380,495 $78.3M
Omega Advisors (Leon Cooperman) 2.95% Reduce -20.8% 380,000 $78.1M
Ensign Peak Advisors, Inc 0.14% Reduce -2.8% 372,776 $76.6M
Zurich Insurance Group Ltd 0.62% Add +17.9% 371,582 $76.3M
AQR Capital Management 0.10% Reduce -17.9% 364,589 $74.9M
MIG Capital, LLC 7.70% No change 360,946 $74.1M
Abn Amro Investment Solutions 1.39% Reduce -7.3% 360,936 $74.1M
Prudential Financial Inc. 0.10% Reduce -1.8% 359,458 $73.8M
Ossiam 1.27% Reduce -11.9% 357,618 $73.5M
Cortland Associates Inc. 8.12% Reduce -2.4% 347,381 $71.4M
Aviva PLC 0.19% Add +7.8% 346,821 $71.2M
Clark Capital Management Group, Inc. 0.49% Add +0.5% 344,602 $70.8M
Bowie Capital Management, LLC 3.75% Add +7.6% 343,831 $70.6M
Port Capital LLC 3.15% Reduce -3.6% 336,427 $69.1M
Swedbank AB 0.08% Add +0.0% 335,842 $69.0M
Marshall Wace, LLP 0.09% Add +1.4% 335,514 $68.9M
State of Wisconsin Investment Board 0.18% Reduce -5.9% 333,439 $68.5M
Nichols & Pratt Advisers LLP 4.56% Reduce -1.2% 333,133 $68.4M
Erste Asset Management GmbH 0.84% Add +0.0% 327,794 $68.2M
Formuepleje A/S 3.65% Reduce -18.5% 329,500 $67.7M
CapitalatWork S.A. 2.11% Add +0.2% 316,193 $65.0M
Corus Family Wealth Advisors 43.52% Reduce -13.7% 314,565 $64.6M
Voloridge Investment Management, LLC 0.23% Add +242.8% 312,282 $64.1M
Compass Capital Management, Inc. 4.12% Reduce -17.4% 305,737 $62.8M
Lord, Abbett & Co. LLC 0.20% Reduce -13.5% 300,986 $61.8M
Chevy Chase Trust Holdings, LLC 0.19% Reduce -3.2% 298,987 $61.4M
Alta Capital Management LLC/ 3.65% Reduce -5.8% 298,442 $61.3M
North Star Asset Management Inc. 2.69% Reduce -2.9% 296,388 $60.9M
Nippon Life Global Investors Americas, Inc. 2.78% Reduce -27.6% 294,120 $60.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Add +11.0% 293,710 $60.3M
C Partners Holding GmbH 14.51% Reduce -3.7% 283,042 $58.1M
Stifel Financial Corp. 0.06% Add +0.7% 281,444 $57.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Reduce -16.1% 280,412 $57.6M
Northwestern Mutual Wealth Management Co. 0.05% Add +2.1% 278,259 $57.2M
TD Asset Management Inc 0.05% Add +0.6% 277,968 $57.1M
Allspring Global Investments Holdings, LLC 0.09% Reduce -27.8% 276,538 $57.0M
Point72 Asset Management 0.16% New 276,721 $56.8M
Allianz Asset Management GmbH 0.08% Add +66.3% 275,984 $56.7M
Country Trust Bank 1.42% Reduce -7.5% 275,814 $56.7M
ZWJ Investment Counsel Inc. 2.32% Reduce -1.1% 273,837 $56.3M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -7.1% 272,952 $56.1M
Nisa Investment Advisors, LLC 0.22% Add +1.6% 272,741 $56.0M
Night Owl Capital Management, LLC 7.17% Add +3.3% 270,029 $55.5M
Regions Financial Corp. 0.41% Reduce -2.5% 268,982 $55.3M
Evercore Wealth Management, LLC 0.82% New 267,653 $55.0M
Credit Agricole S A 0.19% Add +73.7% 266,840 $54.8M
Public Employees Retirement System of Ohio 0.19% Add +3.3% 266,291 $54.7M
FIL Ltd 0.05% Reduce -57.7% 264,312 $54.3M
Troy Asset Management Ltd 1.77% Reduce -11.4% 261,967 $53.8M
Truist Financial Corp. 0.08% Reduce -3.9% 258,622 $53.1M
QRG Capital Management, Inc. 0.55% Add +14.4% 258,096 $53.0M
Hemenway Trust Co LLC 4.26% Reduce -5.3% 255,548 $52.5M
Royal London Asset Management Ltd. 0.13% Reduce -1.6% 255,247 $52.4M
Senator Investment Group LP 1.51% New 250,000 $51.4M
Treasurer of the State of North Carolina 0.20% Reduce -0.6% 249,151 $51.2M
US Bancorp \de 0.07% Reduce -2.0% 246,938 $50.7M
BI Asset Management Fondsmaeglerselskab A/S 0.52% Add +15.5% 241,729 $49.7M
Capital Investment Services of America, Inc. 4.70% Reduce -2.5% 240,024 $49.3M
Susquehanna International Group, LLP 0.07% Add +83.0% 237,350 $48.8M
Mn Services Vermogensbeheer B.V. 0.33% Add +1.9% 237,300 $48.7M
Thrivent Financial for Lutherans 0.09% Add +22.4% 233,329 $48.2M
First Trust Advisors LP 0.04% Add +100.2% 234,392 $48.1M
Applied Finance Capital Management, LLC 2.09% Reduce -13.8% 234,065 $48.1M
Handelsbanken Fonder AB 0.18% Add +8.8% 231,012 $47.5M
Asset Management One Co., Ltd. 0.16% Reduce -0.3% 227,411 $47.3M
Caisse de depot et placement du Quebec 0.10% Reduce -58.2% 228,688 $47.0M
J. L. Bainbridge & Co., Inc. 4.42% Reduce -0.8% 228,005 $46.8M
State of Tennessee, Department of Treasury 0.17% Reduce -2.4% 226,816 $46.6M
Deroy & Devereaux Private Investment Counsel Inc. 2.65% Add +0.5% 224,182 $46.1M
Archon Partners LLC 5.33% No change 223,000 $45.8M
Mediolanum International Funds Ltd 0.59% Add +9.4% 221,311 $45.5M
Todd Asset Management LLC 1.08% Reduce -15.9% 219,895 $45.2M
Nitorum Capital, L.P. 5.18% Reduce -27.7% 219,193 $45.0M
1832 Asset Management L.P. 0.08% Add +3.5% 215,401 $44.2M
Suncoast Equity Management 4.89% Reduce -1.3% 213,350 $43.8M
King Luther Capital Management Corp. 0.19% Add +49.8% 213,191 $43.8M
State of New Jersey Common Pension Fund D 0.18% Reduce -1.4% 212,051 $43.6M
KLP Kapitalforvaltning As 0.21% — 210,936 $43.3M
Los Angeles Capital Management LLC 0.17% Add +154.1% 209,555 $43.0M
Windward Capital Management Co. 3.29% Reduce -1.1% 209,487 $43.0M
Provident Investment Management, Inc. 4.09% Reduce -0.7% 208,837 $42.9M
Creative Planning 0.04% Add +40.4% 208,315 $42.8M
Glenmede Trust Co. NA 0.22% Add +6.2% 207,466 $42.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Reduce -4.2% 207,441 $42.6M
Candriam S.C.A. 0.25% Add +23.5% 205,959 $42.3M
Northwest & Ethical Investments L.P. 1.14% Reduce -1.9% 203,658 $41.8M
Rafferty Asset Management, LLC 0.15% Add +2.8% 200,722 $41.2M
Calamos Advisors LLC 0.27% Add +14.9% 193,595 $39.8M
Lansforsakringar Fondforvaltning AB (publ) 0.15% — 193,160 $39.7M
Geneva Capital Management LLC 0.68% Reduce -11.0% 191,185 $39.3M
Cibc World Market Inc. 0.09% Reduce -6.9% 186,263 $38.3M
Aware Super Pty Ltd as trustee of Aware Super 0.61% — 185,144 $38.0M
Teachers Retirement System of the State of Kentucky 0.33% Reduce -14.6% 184,456 $37.9M
Mercer Global Advisors Inc. 0.09% Add +13.5% 183,795 $37.8M
Cannell & Spears LLC 0.78% Reduce -14.6% 183,795 $37.8M
Teacher Retirement System of Texas 0.13% Add +17.8% 182,010 $37.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.17% Add +1.8% 180,029 $37.1M
Marble Harbor Investment Counsel, LLC 4.07% Reduce -0.4% 179,703 $36.9M
Comerica Bank 0.15% Reduce -1.8% 178,783 $36.7M
Renaissance Group LLC 1.52% Reduce -13.2% 178,385 $36.7M
Resona Asset Management Co.,Ltd. 0.21% Reduce -6.4% 176,379 $36.3M
Dudley & Shanley, Inc. 5.60% Reduce -12.1% 176,623 $36.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.38% Reduce -2.2% 176,112 $36.2M
Choate Investment Advisors 0.85% Add +9.2% 172,655 $35.5M
Nomura Asset Management Co. Ltd. 0.11% Reduce -1.7% 170,170 $35.0M
Dana Investment Advisors, Inc. 1.14% Reduce -6.3% 168,430 $34.6M
Canoe Financial LP 0.56% Reduce -0.9% 166,706 $34.2M
Arizona State Retirement System 0.21% Reduce -0.8% 166,481 $34.2M
Empire Life Investments Inc. 2.11% Reduce -13.7% 163,517 $33.6M
Azimuth Capital Investment Management LLC 1.29% Reduce -0.8% 162,095 $33.3M
Trajan Wealth LLC 1.83% Add +5.3% 160,647 $33.0M
D.A. Davidson & Co. 0.27% Reduce -7.3% 158,730 $32.6M
Corebridge Financial, Inc. 0.18% Reduce -0.2% 158,493 $32.6M
MetLife Investment Management, LLC 0.18% Add +0.3% 158,477 $32.6M
Schonfeld Strategic Advisors LLC 0.20% Add +508.4% 156,538 $32.2M
State of Michigan Retirement System 0.16% Reduce -1.5% 154,434 $31.7M
Coerente Capital Management 5.88% Reduce -7.1% 153,452 $31.5M
Guyasuta Investment Advisors Inc. 1.96% Reduce -0.8% 151,403 $31.1M
Rivulet Capital, LLC 3.19% Reduce -62.6% 150,000 $30.8M
Millennium Management 0.03% Reduce -29.9% 149,988 $30.8M
PNC Financial Services Group, Inc. 0.02% Add +2.7% 149,671 $30.7M
DNB Asset Management AS 0.13% Reduce -3.5% 148,153 $30.4M
Choreo, LLC 0.44% Reduce -0.8% 147,572 $30.3M
Vulcan Value Partners, LLC 0.50% Reduce -67.1% 146,008 $30.0M
Toronto Dominion Bank 0.06% Reduce -26.5% 143,742 $29.5M
M&T Bank Corp 0.10% Add +0.8% 141,654 $29.1M
Fisher Funds Management LTD 0.70% — 140,669 $28.9M
Wealth Enhancement Advisory Services, LLC 0.06% Add +53.6% 140,558 $28.9M
Factory Mutual Insurance Co. 0.31% Reduce -32.6% 140,500 $28.9M
Professional Advisory Services Inc. 3.63% Reduce -26.9% 139,714 $28.7M
Forsta Ap-Fonden 0.20% Reduce -0.1% 139,500 $28.7M
Montag A & Associates Inc. 1.36% Add +2.5% 139,127 $28.6M
Albion Financial Group 1.95% Reduce -0.6% 138,884 $28.5M
Vident Advisory, LLC 0.50% Add +552.5% 137,704 $28.3M
Mill Capital Management, LLC 2.21% Reduce -0.3% 135,857 $27.9M
MassMutual Private Wealth & Trust, FSB 0.78% Reduce -1.4% 135,569 $27.8M
Wendell David Associates Inc. 2.75% Reduce -0.9% 135,300 $27.8M
Toth Financial Advisory Corp. 3.24% Reduce -3.6% 133,895 $27.5M
Polar Asset Management Partners Inc. 0.52% New 130,000 $26.7M
Sunriver Management LLC 3.19% Reduce -34.6% 129,691 $26.6M
Hillman Co. 11.27% Reduce -43.7% 129,635 $26.6M
Vestor Capital, LLC 2.03% Add +24.7% 129,423 $26.6M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.21% No change 129,000 $26.5M
UniSuper Management Pty Ltd 0.19% Reduce -2.7% 128,187 $26.3M
Somerville Kurt F 4.42% Reduce -5.5% 128,150 $26.3M
MML Investors Services, LLC 0.09% Add +3.8% 126,013 $25.9M
Stanley Capital Management, LLC 5.02% No change 125,559 $25.8M
Torray Investment Partners LLC 3.70% Reduce -17.1% 125,485 $25.8M
Balyasny Asset Management L.P. 0.06% Reduce -44.8% 125,126 $25.7M
North Point Portfolio Managers Corp. 4.46% Reduce -6.3% 124,785 $25.6M
Jain Global LLC 0.76% — 124,096 $25.5M
Czech National Bank 0.23% Add +5.2% 123,353 $25.3M
Retirement Systems of Alabama 0.09% Reduce -2.3% 123,175 $25.3M
Zacks Investment Management 0.23% Reduce -13.0% 122,763 $25.2M
McRae Capital Management Inc. 4.94% Reduce -5.1% 122,551 $25.2M
ProShare Advisors LLC 0.06% Add +10.2% 121,925 $25.0M
Dorsey & Whitney Trust CO LLC 1.38% Reduce -2.1% 121,657 $25.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Reduce -3.5% 120,969 $24.8M
Steward Partners Investment Advisory, LLC 0.22% Add +1.2% 120,595 $24.8M
CIBC Asset Management Inc 0.08% Add +0.7% 120,083 $24.7M
Bath Savings Trust Co 2.48% Reduce -0.7% 118,727 $24.4M
Amalgamated Bank 0.20% Reduce -0.7% 117,907 $24.2M
LS Investment Advisors, LLC 3.55% Reduce -0.6% 117,704 $24.2M
Skandinaviska Enskilda Banken AB (publ) 0.11% Reduce -3.0% 116,725 $24.1M
Jones Financial Companies LLLP 0.02% Add +24.4% 116,986 $24.0M
Arvest Bank Trust Division 1.44% Reduce -2.6% 115,903 $23.8M
Jane Street Group, LLC 0.04% Reduce -30.0% 115,484 $23.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.24% Add +10.6% 114,975 $23.6M
Generate Investment Management Ltd 1.65% Reduce -31.6% 114,743 $23.6M
Palisade Capital Management, LP 0.71% Reduce -0.7% 114,112 $23.4M
Canada Pension Plan Investment Board 0.02% Reduce -76.0% 112,906 $23.2M
Clearstead Advisors, LLC 0.35% Reduce -0.8% 112,146 $23.0M
IFM Investors Pty Ltd 0.23% Reduce -8.1% 112,133 $23.0M
Commonwealth Equity Services, LLC 0.03% Add +0.9% 108,543 $22.3M
Point72 Europe (London) LLP 1.28% New 108,200 $22.2M
Punch & Associates Investment Management, Inc. 1.22% Reduce -1.3% 107,874 $22.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.22% Add +13.4% 107,283 $22.0M
Stansberry Asset Management, LLC 3.05% Add +1.3% 107,111 $22.0M
GAM Holding AG 1.62% Reduce -7.5% 105,871 $21.7M
Cornerstone Capital, Inc. 2.28% Reduce -13.0% 105,602 $21.7M
Fifth Third Bancorp 0.08% Reduce -1.9% 104,834 $21.5M
Agf Management Ltd. 0.11% Add +19.7% 104,653 $21.5M
Aptus Capital Advisors, LLC 0.25% Add +14.8% 103,720 $21.3M
Busey Bank 0.69% Add +3.0% 102,890 $21.1M
Ethic Inc. 0.42% Add +15.0% 102,023 $21.0M
Kelly Lawrence W & Associates Inc. 4.83% Reduce -0.8% 99,287 $20.4M
Redwood Grove Capital, LLC 6.31% Reduce -6.3% 99,232 $20.4M
Varma Mutual Pension Insurance Co 0.15% Reduce -30.0% 98,531 $20.2M
Xponance LLC 0.18% Reduce -7.3% 98,478 $20.2M
Cetera Investment Advisers 0.04% Add +9.5% 97,921 $20.1M
Federated Hermes, Inc. 0.04% Reduce -42.5% 97,880 $20.1M
Broderick Brian C 3.94% Add +0.9% 97,810 $20.1M
Bailard, Inc. 0.51% Reduce -0.0% 97,115 $19.9M
Walleye Trading LLC 0.39% Add +40.8% 96,169 $19.8M
Engle Capital Management, L.P. 5.90% Reduce -12.4% 96,000 $19.7M
Sora Investors LLC 2.19% Add +111.8% 95,863 $19.7M
Penserra Capital Management LLC 0.36% Reduce -8.1% 95,763 $19.7M
USS Investment Management Ltd 0.14% Reduce -4.5% 94,970 $19.5M
Foyston, Gordon & Payne Inc 5.16% Reduce -1.2% 94,816 $19.5M
Utah Retirement Systems 0.21% Reduce -0.9% 93,960 $19.3M
Bank of Nova Scotia 0.03% Add +0.9% 91,750 $18.9M
Cadinha & Co. LLC 3.09% Add +798.0% 90,758 $18.6M
Covington Investment Advisors Inc. 2.79% Reduce -6.8% 90,656 $18.6M
Cibc World Markets Corp. 0.11% Reduce -19.6% 90,041 $18.5M
Steamboat Capital Partners, LLC 5.73% Add +14.7% 89,879 $18.5M
D. E. Shaw & Co. 0.02% Reduce -36.3% 89,703 $18.4M
Daiwa Securities Group Inc. 0.08% Add +3.8% 88,622 $18.2M
Rockefeller Capital Management L.P. 0.05% Add +4.5% 87,727 $18.0M
Pinebridge Investments, L.P. 0.14% Add +1231.1% 87,536 $18.0M
Assetmark, Inc. 0.05% Add +111.1% 87,481 $18.0M
Lee Danner & Bass Inc. 1.41% Reduce -0.8% 86,410 $17.8M
Cambridge Investment Research Advisors, Inc. 0.06% Add +7.4% 86,320 $17.7M
Man Group plc 0.05% Add +90.2% 85,458 $17.6M
Hunter Associates Investment Management LLC 2.67% Reduce -0.4% 85,269 $17.5M
Ilmarinen Mutual Pension Insurance Co 0.15% Add +41.7% 85,000 $17.5M
Cyrus J. Lawrence, LLC 3.38% Add +0.5% 84,990 $17.5M
FineMark National Bank & Trust 0.61% Add +1.4% 84,637 $17.4M
New York Life Investment Management LLC 0.17% Reduce -0.9% 84,577 $17.4M
Federation des caisses Desjardins du Quebec 0.09% Add +4.8% 84,467 $17.3M
Hunter Perkins Capital Management, LLC 3.66% Reduce -5.4% 84,412 $17.3M
American National Bank & Trust 1.92% Add +7.1% 83,855 $17.2M
Ramsay, Stattman, Vela & Price, Inc. 3.20% Reduce -0.2% 83,649 $17.2M
Baldwin Wealth Partners LLC 1.18% Reduce -2.2% 83,309 $17.1M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Reduce -13.1% 83,203 $17.1M
Achmea Investment Management B.V. 0.28% Add +285.6% 83,171 $17.1M
Police & Firemen's Retirement System of New Jersey 0.16% — 82,541 $17.0M
Farmers & Merchants Investments Inc. 0.53% Reduce 0.0% 82,503 $16.9M
Act Two Investors LLC 3.25% Add +813.0% 81,199 $16.7M
Logan Capital Management Inc. 0.70% Reduce -5.1% 80,805 $16.6M
CCM Investment Advisers LLC 1.82% Reduce -10.1% 80,294 $16.5M
Yousif Capital Management, LLC 0.18% Reduce -2.3% 79,256 $16.3M
Aryeh Capital Management Ltd. 9.70% Reduce -37.5% 78,842 $16.2M
Running Oak Capital LLC 2.10% Add +0.2% 78,398 $16.1M
Great Valley Advisor Group, Inc. 0.36% Reduce -2.8% 77,674 $16.0M
Public Employees Retirement Association of Colorado 0.06% Reduce -5.0% 77,520 $15.9M
Venturi Wealth Management, LLC 0.78% Reduce -4.6% 76,906 $15.8M
Visualize Group LP 9.88% — 76,000 $15.6M
GDS Wealth Management 1.42% Add +4.7% 75,901 $15.6M
Dillon & Associates Inc. 2.16% Add +9.3% 75,895 $15.6M
Bell Asset Management Ltd 2.82% Reduce -8.8% 75,472 $15.5M
Addenda Capital Inc. 0.55% Add +5.4% 75,355 $15.5M
Bellecapital International Ltd. 2.76% Add +2.5% 75,304 $15.5M
Brant Point Investment Management LLC 3.66% Reduce -18.3% 75,000 $15.4M
Perennial Advisors, LLC 3.35% — 74,835 $15.4M
State of Alaska, Department of Revenue 0.17% Reduce -2.6% 74,613 $15.3M
Kidder Stephen W 4.61% Reduce -4.5% 74,593 $15.3M
Puzo Michael J 4.28% Reduce -7.5% 74,521 $15.3M
Romano Brothers and Company 1.92% Reduce -0.4% 73,927 $15.2M
Hudson Bay Capital Management LP 0.11% Add +30.9% 73,868 $15.2M
HighTower Advisors, LLC 0.02% Add +7.6% 73,772 $15.2M
Swiss Life Asset Management Ltd 0.11% Add +85.9% 73,330 $15.0M
Nissay Asset Management Corp. /Japan 0.09% Reduce -2.1% 71,870 $14.9M
PGGM Investments 0.20% Add +0.8% 72,222 $14.8M
Financiere des Professionnels - Fonds d'investissement inc. 1.04% Reduce -19.7% 72,108 $14.8M
Pathstone Holdings, LLC 0.07% Add +2.8% 71,884 $14.8M
Tidal Investments LLC 0.12% Add +109.6% 71,333 $14.7M
iA Global Asset Management Inc. 0.26% Add +6.3% 70,917 $14.6M
Gotham Asset Management 0.14% Reduce -22.9% 70,865 $14.6M
Woodstock Corp. 1.38% Reduce -0.5% 69,792 $14.3M
Bragg Financial Advisors, Inc 0.58% Reduce -4.7% 69,179 $14.2M
O'shaughnessy Asset Management, LLC 0.12% Add +10.6% 68,773 $14.1M
Mutual of America Capital Management LLC 0.15% Reduce -3.9% 68,156 $14.0M
Groupe la Francaise 0.34% — 66,971 $13.9M
Pinnacle Financial Partners Inc 0.28% Add +0.0% 67,569 $13.9M
Panagora Asset Management Inc. 0.06% Reduce -3.0% 66,382 $13.6M
Bahl & Gaynor LLC 0.07% Reduce -1.6% 65,975 $13.6M
Headinvest, LLC 2.55% Reduce -2.6% 65,667 $13.5M
Legacy Private Trust Co. 0.88% Reduce -4.1% 65,615 $13.5M
Sequoia Financial Advisors, LLC 0.13% Add +5.0% 64,979 $13.3M
Robertson Opportunity Capital, LLC 4.87% No change 64,600 $13.3M
Janney Montgomery Scott LLC 0.04% Add +7.0% 64,287 $13.2M
Shell Asset Management Co. 0.58% Add +13.7% 64,155 $13.2M
World Investment Advisors 0.35% Add +12.8% 62,919 $12.9M
Diversified Trust Co. 0.31% Add +1.5% 62,883 $12.9M
Advisors Asset Management, Inc. 0.24% Add +6.7% 62,805 $12.9M
Webster Bank, N. A. 1.38% Reduce -1.8% 62,511 $12.8M
Andra AP-fonden 0.20% Add +536.4% 61,695 $12.7M
Black Creek Investment Management Inc. 0.60% Add +511.9% 61,418 $12.6M
L. Roy Papp & Associates, LLP 1.46% Add +0.5% 60,842 $12.5M
Thematics Asset Management 0.54% Reduce -57.4% 60,500 $12.4M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +10.2% 61,468 $12.4M
Oppenheimer Asset Management Inc. 0.15% Add +1.6% 60,309 $12.4M
Chesley Taft & Associates LLC 0.57% Reduce -1.0% 59,687 $12.3M
Peapack Gladstone Financial Corp. 0.18% Add +3.0% 59,624 $12.2M
Tocqueville Asset Management L.P. 0.19% Add +3.1% 58,326 $12.0M
ProVise Management Group, LLC 1.03% Reduce -1.7% 58,230 $12.0M
Synovus Financial Corp. 0.15% Reduce -47.9% 57,586 $11.8M
McKinley Carter Wealth Services, Inc. 0.72% Reduce -4.7% 57,505 $11.8M
Polar Capital Holdings Plc 0.07% Reduce -52.2% 57,151 $11.7M
Vanguard Personalized Indexing Management, LLC 0.17% Add +7.2% 55,766 $11.5M
Cozad Asset Management Inc. 1.06% Reduce -2.5% 55,394 $11.4M
Clark Estates Inc. 2.20% Reduce -15.3% 55,300 $11.4M
Union Bancaire Privee, UBP SA 0.20% — 57,204 $11.3M
Parkwood LLC 1.38% New 54,631 $11.2M
Pacer Advisors, Inc. 0.03% Reduce -20.6% 54,596 $11.2M
Mizuho Securities USA LLC 0.20% Add +44.4% 53,921 $11.1M
Legal Advantage Investments, Inc. 5.86% Reduce -3.5% 53,917 $11.1M
Townsquare Capital LLC 0.12% Add +33.4% 53,873 $11.1M
Osaic Holdings, Inc. 0.02% Add +20.7% 68,014 $11.1M
Middleton & Co. Inc. 1.21% Reduce -1.8% 53,227 $10.9M
Builder Investment Group Inc. 2.97% Reduce -0.1% 53,186 $10.9M
Shelton Capital Management 0.27% Reduce -37.5% 52,552 $10.8M
Elo Mutual Pension Insurance Co 0.23% Reduce -5.5% 52,539 $10.8M
Liberty Capital Management, Inc. 2.38% Reduce -0.2% 52,146 $10.7M
Carderock Capital Management Inc. 2.66% Reduce -4.0% 51,555 $10.6M
Two Point Capital Management, Inc. 3.78% Reduce -0.2% 50,531 $10.6M
Quantinno Capital Management LP 0.10% Add +24.3% 50,913 $10.5M
Contravisory Investment Management, Inc. 2.23% Reduce -2.3% 50,855 $10.4M
BTC Capital Management, Inc. 0.97% Reduce -3.3% 50,844 $10.4M
First Hawaiian Bank 0.34% Reduce -9.3% 50,671 $10.4M
Live Oak Private Wealth LLC 1.74% Reduce -18.6% 50,297 $10.3M
Marks Group Wealth Management, Inc 1.02% Reduce -6.2% 50,281 $10.3M
Eagle Rock Investment Company, LLC 1.71% Reduce -0.4% 50,004 $10.3M
Atria Investments, Inc 0.13% Reduce -2.8% 49,899 $10.3M
CX Institutional 0.40% Reduce -12.5% 49,398 $10.1M
Brooktree Capital Management 7.44% Reduce -1.0% 48,848 $10.0M
Oregon Public Employees Retirement Fund 0.18% Reduce -1.0% 48,765 $10.0M
First National Trust Co 0.37% Reduce -0.8% 48,532 $10.0M
Focus Partners Wealth 0.03% Add +25.7% 48,509 $10.0M
Palmer Knight Co 4.46% Add +0.2% 48,495 $10.0M
Silvercrest Asset Management Group LLC 0.07% New 47,494 $9.8M
Patton Albertson Miller Group, LLC 1.30% Add +0.1% 47,371 $9.7M
Marietta Investment Partners LLC 2.14% Add +0.2% 47,302 $9.7M
Oarsman Capital, Inc. 1.69% Reduce -1.4% 47,224 $9.7M
Core Alternative Capital 2.02% Reduce -2.1% 47,094 $9.7M
Wilkins Investment Counsel Inc. 1.40% Reduce -5.3% 47,093 $9.7M
Gulf International Bank (UK) Ltd 0.24% Reduce -2.7% 46,842 $9.6M
Ayrshire Capital Management LLC 4.67% Add +3.8% 46,635 $9.6M
Carmel Capital Management L.L.C. 3.62% Add +25.2% 46,610 $9.6M
Hantz Financial Services, Inc. 0.17% Reduce -6.7% 46,416 $9.5M
Dnca Finance 0.76% Reduce -10.2% 46,250 $9.5M
M. Kraus & Co 2.85% Add +0.7% 46,247 $9.5M
AMJ Financial Wealth Management 2.63% Reduce -6.4% 46,093 $9.5M
Wealthfront Advisers LLC 0.03% Add +21.8% 46,056 $9.5M
Thomas Story & Son LLC 3.96% Reduce -1.8% 45,970 $9.4M
Generali Asset Management SPA SGR 0.24% — 45,955 $9.4M
Cheviot Value Management, LLC 1.80% Reduce -1.7% 45,704 $9.4M
Hills Bank & Trust Co 0.70% Reduce -0.7% 45,506 $9.3M
Kestra Advisory Services, LLC 0.05% Reduce -57.4% 45,131 $9.3M
Delaney Dennis R 4.87% Reduce -2.4% 45,090 $9.3M
Badgley Phelps Wealth Managers, LLC 0.22% Add +3877.6% 44,947 $9.2M
Soros Capital Management LLC 1.43% Reduce -18.8% 44,522 $9.1M
Simplex Trading, LLC 0.26% Add +86.1% 44,409 $9.1M
Sanctuary Advisors, LLC 0.06% Add +2.1% 42,221 $9.1M
Redmond Asset Management, LLC 2.27% Reduce -4.6% 44,237 $9.1M
M&G PLC 0.06% Reduce -29.3% 44,253 $9.1M
HM Payson & Co. 0.15% Reduce -0.4% 43,889 $9.0M
Jacobs & Co. 0.91% Reduce -5.5% 43,711 $9.0M
Wellington Management Group LLP 0.00% Reduce -14.1% 43,307 $8.9M
Curi Capital, LLC 0.20% Reduce -2.0% 43,166 $8.9M
Baker Ellis Asset Management LLC 1.29% Reduce -0.4% 42,665 $8.8M
Verdence Capital Advisors LLC 0.70% Reduce -17.5% 42,202 $8.7M
Heritage Trust Co 1.01% — 41,923 $8.6M
Edgemoor Investment Advisors, Inc. 0.76% Add +1.8% 41,887 $8.6M
Spire Wealth Management 0.27% Reduce -16.1% 41,548 $8.5M
Resources Management Corp. /CT/ 1.16% Reduce -1.6% 41,445 $8.5M
Howe & Rusling Inc. 0.73% Reduce -8.4% 41,334 $8.5M
Thompson Investment Management, Inc. 1.22% Reduce -6.9% 41,322 $8.5M
Cloverfields Capital Group, LP 2.67% Reduce -1.3% 40,407 $8.3M
Cary Street Partners Financial LLC 0.27% — 40,400 $8.3M
Tandem Investment Advisors, Inc. 0.31% Add +0.8% 40,133 $8.2M
Marshall & Sullivan Inc. 4.01% Reduce -5.1% 39,975 $8.2M
Sendero Wealth Management, LLC 1.21% Reduce -14.4% 39,640 $8.1M
Kentucky Retirement Systems 0.24% Reduce -1.4% 39,563 $8.1M
CMH Wealth Management LLC 1.86% Reduce -2.2% 39,497 $8.1M
Intech Investment Management LLC 0.08% Reduce -20.3% 39,260 $8.1M
Vontobel Holding Ltd. 0.03% Reduce -3.8% 39,127 $8.0M
Verition Fund Management LLC 0.04% Reduce -61.1% 39,119 $8.0M
Ironwood Investment Counsel, LLC 1.37% Reduce -2.7% 39,086 $8.0M
John G Ullman & Associates Inc. 1.17% Reduce -3.2% 38,560 $7.9M
HRT Financial LP 0.04% Reduce -61.9% 38,545 $7.9M
Notis-McConarty Edward 3.75% Reduce -7.2% 37,758 $7.8M
Guggenheim Capital LLC 0.06% Reduce -31.4% 37,655 $7.7M
Quadrature Capital Ltd 0.15% New 36,831 $7.6M
MAI Capital Management 0.06% Add +2.2% 36,577 $7.5M
VeriStar Capital Management LP 12.51% Reduce -13.7% 36,362 $7.5M
NEOS Investment Management LLC 0.18% Add +31.6% 36,294 $7.5M
Eley Financial Management, Inc 2.87% Reduce -2.0% 35,828 $7.4M
Nemes Rush Group LLC 0.91% Add +17.6% 35,777 $7.3M
Buckhead Capital Management LLC 2.35% Reduce -0.8% 35,746 $7.3M
Crossmark Global Holdings, Inc. 0.13% Reduce -0.5% 35,571 $7.3M
Hartford Investment Management Co. 0.24% Reduce -3.2% 35,202 $7.2M
Gilman Hill Asset Management, LLC 1.26% Reduce -2.9% 35,111 $7.2M
Value Holdings Management Co. LLC 1.26% Add +6.1% 35,000 $7.2M
D L Carlson Investment Group Inc. 1.28% Reduce -0.5% 34,968 $7.2M
Selway Asset Management 2.80% Reduce -11.2% 34,655 $7.1M
Geneos Wealth Management Inc. 0.25% Reduce -0.5% 34,655 $7.1M
Anchor Investment Management, LLC 0.66% Reduce -2.4% 34,617 $7.1M
DF Dent & Co. Inc. 0.09% Reduce -0.6% 34,545 $7.1M
Baxter Bros Inc. 0.93% Reduce -1.1% 34,445 $7.1M
Woodline Partners LP 0.05% New 34,166 $7.0M
AdvisorShares Investments LLC 1.35% Reduce -23.7% 34,141 $7.0M
Reynders McVeigh Capital Management, LLC 0.37% Reduce -3.5% 34,136 $7.0M
Nicollet Investment Management, Inc. 2.41% Reduce -0.5% 34,122 $7.0M
Envestnet Portfolio Solutions, Inc. 0.02% Add +20.3% 33,981 $7.0M
Compass Wealth Management LLC 1.68% Reduce -3.5% 33,968 $7.0M
First Western Trust Bank 0.32% Reduce -0.8% 33,838 $7.0M
Nilsine Partners, LLC 0.74% Add +0.5% 33,814 $6.9M
Hudson Edge Investment Partners Inc. 1.28% Reduce -9.3% 33,776 $6.9M
Morningstar Investment Services LLC 0.63% Reduce -91.0% 33,575 $6.9M
Snowden Capital Advisors LLC 0.22% Reduce -1.3% 33,525 $6.9M
Glenview Trust Co 0.13% Add +7.4% 33,349 $6.9M
Group One Trading LLC 0.23% Add +1459.6% 33,344 $6.8M
Sandler Capital Management 1.12% Add +1560.8% 33,215 $6.8M
Lombard Odier Asset Management (Europe) Ltd 0.46% Add +36.9% 33,045 $6.8M
NewSquare Capital LLC 0.54% Add +6.4% 32,891 $6.8M
Bey-Douglas LLC 5.76% Reduce -0.3% 32,560 $6.7M
Bull Street Advisors, LLC 3.18% No change 32,160 $6.6M
SFE Investment Counsel 1.40% Reduce -4.0% 32,151 $6.6M
Argent Trust Co 0.27% Reduce -2.6% 32,130 $6.6M
MUFG Securities EMEA plc 0.12% New 31,999 $6.6M
Ieq Capital, LLC 0.06% Add +0.0% 31,794 $6.5M
Prescott Group Capital Management, L.L.C. 0.88% No change 31,564 $6.5M
B. Metzler seel. Sohn & Co. AG 0.07% Add +4.5% 31,392 $6.4M
NorthCrest Asset Manangement, LLC 0.19% Reduce -3.2% 31,264 $6.4M
Matrix Asset Advisors Inc. 0.70% Reduce -13.1% 31,264 $6.4M
Stone Run Capital, LLC 2.51% Reduce -2.6% 31,100 $6.4M
River Global Investors LLP 1.23% Reduce -42.8% 30,933 $6.4M
Captrust Financial Advisors 0.02% Reduce -1.4% 30,956 $6.4M
Nomura Holdings Inc. 0.03% Add +172.9% 30,951 $6.4M
TD Waterhouse Canada Inc. 0.05% Reduce -24.8% 30,827 $6.3M
Louisiana State Employees Retirement System 0.12% Reduce -5.6% 30,600 $6.3M
Securian Asset Management, Inc. 0.18% Reduce -4.0% 30,576 $6.3M
Maryland State Retirement & Pension System 0.14% Reduce -7.8% 30,565 $6.3M
Meridian Management Co. 1.65% Reduce -7.7% 30,555 $6.3M
Private Advisor Group, LLC 0.04% Add +47.9% 30,349 $6.2M
Buffington Mohr McNeal 1.03% Reduce -7.8% 30,283 $6.2M
Tower Research Capital LLC (TRC) 0.12% Add +114.6% 29,878 $6.1M
OMERS ADMINISTRATION Corp 0.05% Add +26.3% 29,845 $6.1M
Monarch Capital Management Inc. 1.68% Reduce -1.5% 29,794 $6.1M
Otter Creek Advisors, LLC 4.20% Add +0.3% 29,728 $6.1M
Walleye Capital LLC 0.06% Reduce -7.1% 29,694 $6.1M
United Capital Financial Advisors, LLC 0.05% Reduce -0.3% 29,400 $6.0M
Fiduciary Trust Co 0.08% Add +5.3% 29,179 $6.0M
Lido Advisors, LLC 0.04% Reduce -54.9% 29,119 $6.0M
Illinois Municipal Retirement Fund 0.08% Add +9.2% 29,054 $6.0M
Vinva Investment Management Ltd 0.23% Add +15.6% 28,777 $5.9M
HB Wealth Management, LLC 0.06% Add +3.2% 28,783 $5.9M
Fairvoy Private Wealth, LLC 1.57% — 28,747 $5.9M
OneDigital Investment Advisors LLC 0.07% Add +7.0% 28,584 $5.9M
Silphium Asset Management Ltd 2.13% Add +16.1% 28,451 $5.8M
Savant Capital, LLC 0.05% Reduce -12.0% 28,385 $5.8M
Taylor Financial Group, Inc. 4.02% No change 28,242 $5.8M
Callan Family Office, LLC 0.37% Add +491.9% 28,161 $5.8M
Capitolis Liquid Global Markets LLC 0.06% Reduce -22.1% 28,150 $5.8M
Geneva Partners, LLC 2.33% Reduce -0.7% 27,981 $5.7M
Prime Capital Investment Advisors, LLC 0.08% Add +0.8% 27,931 $5.7M
Capital City Trust Co. 1.43% Add +1.1% 27,887 $5.7M
Ashton Thomas Securities, LLC 1.57% Add +2.2% 27,867 $5.7M
Timber Creek Capital Management LLC 1.65% Reduce -1.7% 27,814 $5.7M
EagleClaw Capital Managment, LLC 0.90% Reduce -1.1% 27,785 $5.7M
Ascent Group, LLC 0.43% Add +5.5% 27,679 $5.7M
Horan Capital Advisors, LLC. 1.91% Reduce -1.2% 27,626 $5.7M
Robbins Farley 2.76% Add +4.9% 27,567 $5.7M
New Mexico Educational Retirement Board 0.19% Reduce -4.2% 27,416 $5.6M
Clayton Partners LLC 3.89% Reduce -0.7% 27,349 $5.6M
Principal Securities, Inc. 0.13% Add +6.1% 27,317 $5.6M
Dempze Nancy E 3.24% Reduce -3.0% 27,283 $5.6M
Advisory Services Network, LLC 0.10% Reduce -2.3% 26,795 $5.5M
Graypoint LLC 0.33% Reduce -1.3% 26,735 $5.5M
FFT Wealth Management LLC 0.41% Add +0.2% 26,725 $5.5M
SouthState Bank Corp 0.36% Reduce -4.2% 26,681 $5.5M
Avior Wealth Management, LLC 0.20% Reduce -11.1% 26,485 $5.4M
E. Ohman J:or Asset Management AB 0.13% Add +9.0% 26,100 $5.4M
Meridian Wealth Advisors, LLC 0.87% Reduce -2.0% 25,819 $5.3M
Plato Investment Management Ltd 0.38% Add +18.1% 25,382 $5.2M
Jag Capital Management, LLC 0.72% Add +1.1% 25,187 $5.2M
First Financial Bank - Trust Division 0.48% Add +1.8% 25,160 $5.2M
Cadence Bank 0.35% Reduce -0.0% 25,132 $5.2M
Norinchukin Bank, The 0.11% Add +6.7% 24,882 $5.1M
Elefante Mark B 4.63% — 24,695 $5.1M
Keeler Thomas Management LLC 1.80% Reduce -4.1% 24,616 $5.1M
Marex Group Ltd 0.09% Reduce -1.0% 24,514 $5.0M
XTX Topco Ltd 0.42% Add +90.0% 24,451 $5.0M
Canada Post Corp Registered Pension Plan 0.29% — 24,234 $5.0M
Avantax Advisory Services, Inc. 0.03% Add +3.0% 24,223 $5.0M
Keel Point, LLC 0.40% Reduce -12.5% 24,202 $5.0M
Horizon Investment Services, LLC 2.11% Add +7.2% 24,159 $5.0M
NewEdge Advisors, LLC 0.03% Add +3.4% 23,917 $4.9M
University of Texas/Texas Am Investment Management Co. 0.58% Add +2570.1% 23,871 $4.9M
Concentric Capital Strategies, LP 0.30% New 23,414 $4.8M
Metis Global Partners, LLC 0.14% Add +2.5% 23,253 $4.8M
Indiana Trust & Investment Management Co 1.62% Reduce -1.4% 23,152 $4.8M
Stephens Inc. 0.07% Reduce -20.7% 23,097 $4.7M
Capital Analysts, LLC 0.19% Reduce -2.5% 23,000 $4.7M
Becker Capital Management Inc. 0.15% Reduce -1.2% 23,000 $4.7M
Acadian Asset Management LLC 0.01% Add +175.4% 22,986 $4.7M
CPC Advisors, LLC 0.64% Add +1.4% 22,794 $4.7M
Van Eck Associates Corp. 0.01% Add +2.7% 22,699 $4.7M
Ofi Invest Asset Management 0.11% — 23,445 $4.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.25% No change 22,571 $4.6M
Ami Investment Management Inc. 1.50% Reduce -15.3% 22,503 $4.6M
Forvis Mazars Wealth Advisors, LLC 0.11% Reduce -4.3% 22,383 $4.6M
Cwm, LLC 0.02% Reduce -3.7% 22,356 $4.6M
Broyhill Asset Management, LLC 4.04% — 22,305 $4.6M
Taikang Asset Management (Hong Kong) Co Ltd 0.67% Add +1.4% 22,300 $4.6M
Lombard Odier Asset Management (Switzerland) SA 0.34% Add +11.8% 22,293 $4.6M
First National Advisers, LLC 0.74% Add +2.6% 22,169 $4.6M
Brown, Lisle/Cummings, Inc. 1.36% Reduce -4.3% 22,151 $4.6M
Peddock Capital Advisors, LLC 1.09% Reduce -1.8% 22,140 $4.5M
Birch Capital Management, LLC 2.28% Add +0.3% 22,091 $4.5M
Anderson Hoagland & Co. 0.46% No change 21,630 $4.5M
Robertson Stephens Wealth Management, LLC 0.16% Reduce -0.5% 21,958 $4.5M
Balefire, LLC 1.53% Reduce -2.6% 21,754 $4.5M
Trust Co. of Oklahoma 1.43% Reduce -2.4% 21,798 $4.5M
Moors & Cabot, Inc. 0.21% Add +0.6% 21,752 $4.5M
Cornerstone Advisors, LLC 0.18% No change 21,500 $4.4M
Agate Pass Investment Management, LLC 1.99% Reduce -3.4% 21,391 $4.4M
Wisconsin Capital Management LLC 2.41% Add +0.6% 21,303 $4.4M
Soltis Investment Advisors LLC 0.40% Add +843.9% 20,861 $4.3M
Hohimer Wealth Management, LLC 0.81% Add +0.4% 20,830 $4.3M
First National Bank of Omaha 0.28% Reduce -7.1% 20,737 $4.3M
Sumitomo Life Insurance Co. 0.08% Add +8.5% 20,688 $4.2M
Mission Wealth Management, LP 0.10% Add +1.5% 20,621 $4.2M
Vestcor Inc 0.14% Add +81.5% 20,612 $4.2M
Siemens Fonds Invest GmbH 0.44% Add +0.7% 20,458 $4.2M
Daiichi Life Insurance Co., Ltd. 0.12% Reduce -35.4% 20,530 $4.2M
China Universal Asset Management Co., Ltd. 0.39% Add +104.5% 20,450 $4.2M
Empirical Finance, LLC 0.24% Reduce -1.3% 20,396 $4.2M
Park Avenue Securities LLC 0.04% Add +30.4% 20,367 $4.2M
Alpha Cubed Investments, LLC 0.19% Reduce -3.3% 20,322 $4.2M
Atria Wealth Solutions, Inc. 0.05% Add +10.4% 20,152 $4.1M
KLCM Advisors, Inc. 0.48% Reduce -0.6% 20,123 $4.1M
Davidson Capital Management Inc. 1.09% Add +0.5% 20,103 $4.1M
Altrafin AG 1.42% No change 20,000 $4.1M
Investment Research & Advisory Group, Inc. 1.70% Add +0.5% 19,958 $4.1M
Cox Capital Mgt LLC 2.63% Reduce -45.9% 19,913 $4.1M
Merit Financial Group, LLC 0.07% Add +146.9% 19,803 $4.1M
Praxis Investment Management Inc. 0.26% No change 19,746 $4.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +8.9% 19,719 $4.1M
Bleakley Financial Group, LLC 0.12% Add +3.6% 19,612 $4.0M
Apollon Wealth Management, LLC 0.09% Add +4.1% 19,575 $4.0M
Campbell Newman Asset Management Inc. 0.32% Reduce -0.9% 19,561 $4.0M
Cullen/Frost Bankers, Inc. 0.05% Add +655.4% 19,475 $4.0M
Atlantic Edge Private Wealth Management, LLC 1.22% Reduce -2.8% 19,168 $3.9M
Fulton Bank, N.A. 0.15% Reduce -13.6% 19,161 $3.9M
Sterling Capital Management LLC 0.05% Reduce -2.9% 19,097 $3.9M
Trinity Financial Advisors LLC 1.49% No change 19,014 $3.9M
Olstein Capital Management, L.P. 0.69% Add +11.8% 19,000 $3.9M
Wilmington Savings Fund Society, FSB 0.07% Add +7.0% 18,529 $3.8M
BDF-Gestion 0.39% Reduce -8.1% 18,387 $3.8M
Hall Laurie J Trustee 1.23% Reduce -0.7% 18,285 $3.8M
CenterBook Partners LP 0.22% Add +420.4% 18,171 $3.7M
LaFleur & Godfrey LLC 0.51% Add +0.4% 18,116 $3.7M
Ashton Thomas Private Wealth, LLC 0.14% Add +9.3% 18,069 $3.7M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -1.0% 18,064 $3.7M
Ostrum Asset Management 0.32% Add +16.9% 18,038 $3.7M
Berger Financial Group, Inc 0.26% Reduce -0.7% 17,987 $3.7M
Ellenbecker Investment Group 0.66% Reduce -0.2% 17,959 $3.7M
Robinson Value Management, Ltd. 2.43% Reduce -2.9% 17,945 $3.7M
Blume Capital Management, Inc. 0.83% Reduce -23.9% 17,886 $3.7M
Hamilton Capital Partners Inc. 0.27% Add +18.3% 17,848 $3.7M
CHB Investment Group, LLC 1.96% Reduce -2.2% 17,566 $3.6M
AMG National Trust Bank 0.10% Reduce -15.1% 17,541 $3.6M
GAMMA Investing LLC 0.31% Add +20.6% 17,547 $3.6M
New Age Alpha Advisors, LLC 0.15% Add +16700.0% 17,472 $3.6M
Axxcess Wealth Management, LLC 0.09% Reduce -2.6% 17,413 $3.6M
Coldstream Capital Management Inc. 0.08% Add +19.9% 17,289 $3.6M
Allstate Corp. 0.10% New 17,225 $3.5M
Penobscot Investment Management Company, Inc. 0.32% Reduce -8.3% 17,202 $3.5M
&partners 0.04% Add +95.7% 16,814 $3.5M
Sovereign's Capital Management, LLC 2.22% — 16,954 $3.5M
Condor Capital Management 0.31% Reduce -1.2% 16,923 $3.5M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +5.4% 16,903 $3.5M
Bridges Investment Management Inc. 0.05% Reduce -9.3% 16,812 $3.5M
Portfolio Design Labs, LLC 0.71% Add +5.2% 16,755 $3.4M
Pinnacle Associates Ltd. 0.05% Add +0.4% 16,737 $3.4M
Eads & Heald Wealth Management 1.68% Reduce -10.7% 16,583 $3.4M
Alpine Woods Capital Investors, LLC 0.64% No change 16,375 $3.4M
Palumbo Wealth Management LLC 1.25% Add +10.8% 16,362 $3.4M
WESCAP Management Group, Inc. 0.81% No change 16,340 $3.4M
Scotia Capital Inc. 0.02% Add +24.6% 16,283 $3.3M
North Star Investment Management Corp. 0.23% Add +1.6% 16,268 $3.3M
Albert D Mason Inc. 2.22% Reduce -15.7% 16,179 $3.3M
Argyle Capital Management, LLC 1.30% Add +3.1% 16,003 $3.3M
Fairbanks Capital Management, Inc. 2.04% Add +1.2% 15,977 $3.3M
Mgo One Seven LLC 0.12% Add +10.1% 15,721 $3.2M
Salvus Wealth Management, LLC 2.04% Reduce -0.3% 15,541 $3.2M
Resolute Capital Asset Partners LLC 1.71% New 15,449 $3.2M
Ameritas Advisory Services, LLC 0.11% Add +42.2% 15,372 $3.2M
JB Capital LLC 0.18% Reduce -37.1% 15,308 $3.1M
Longbow Finance SA 0.34% Add +5.0% 15,157 $3.1M
Kendall Capital Management 0.91% Reduce -0.5% 15,073 $3.1M
RDA Financial Network 0.90% Add +103.9% 14,951 $3.1M
Meeder Advisory Services, Inc. 0.19% Add +0.1% 14,904 $3.1M
Burney Co./ 0.11% No change 14,863 $3.1M
Decatur Capital Management, Inc. 1.39% New 14,832 $3.0M
Roundview Capital LLC 0.21% Add +4.3% 14,821 $3.0M
Maxwell Wealth Strategies Inc. 1.24% Reduce -1.5% 14,784 $3.0M
Caprock Group, LLC 0.10% Add +5.0% 14,730 $3.0M
City Holding Co. 0.43% Add +6.1% 14,718 $3.0M
Graphene Investments SAS 2.09% Reduce -26.1% 14,700 $3.0M
Asio Capital, LLC 0.57% Add +1.5% 14,639 $3.0M
CENTRAL TRUST Co 0.07% Add +5.2% 14,569 $3.0M
Integrated Wealth Concepts LLC 0.03% Reduce -2.1% 14,482 $3.0M
Harrell Investment Partners, LLC 0.82% Add +0.1% 14,312 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -0.1% 14,262 $2.9M
Baldwin Investment Management, LLC 0.38% Reduce -33.5% 14,200 $2.9M
SteelPeak Wealth, LLC 0.12% New 14,103 $2.9M
Gabelli Funds LLC 0.02% Reduce -18.9% 14,030 $2.9M
Tiaa Trust, National Association 0.01% Add +7.4% 13,931 $2.9M
Greenleaf Trust 0.03% Add +15.4% 13,928 $2.9M
Harbor Investment Advisory, LLC 0.27% Reduce -1.6% 13,899 $2.9M
Cullen Investment Group, LTD. 0.42% Add +0.6% 13,819 $2.8M
Capital International Sarl 0.07% Add +38.2% 13,816 $2.8M
Howland Capital Management LLC 0.12% Add +3.9% 13,810 $2.8M
Laird Norton Wetherby Wealth Management, LLC 0.13% Reduce -8.1% 13,606 $2.8M
Thoroughbred Financial Services, LLC 0.17% Reduce -1.1% 13,570 $2.8M
Fayez Sarofim & Co 0.01% Reduce -2.2% 13,544 $2.8M
Barry Investment Advisors, LLC 0.89% Reduce -15.6% 13,513 $2.8M
Global Retirement Partners, LLC 0.08% Add +20.7% 13,416 $2.8M
Hardy Reed LLC 0.24% Add +0.1% 13,398 $2.8M
Passumpsic Savings Bank 1.71% Reduce -2.7% 13,328 $2.7M
MTM Investment Management, LLC 1.05% Reduce -0.1% 13,305 $2.7M
United Services Automobile Association 0.09% Reduce -2.5% 13,208 $2.7M
Exchange Traded Concepts, LLC 0.05% Add +34.0% 13,090 $2.7M
Prudential PLC 0.01% Reduce -72.1% 13,063 $2.7M
Baron Capital (BAMCO) 0.01% Reduce -2.3% 13,000 $2.7M
Dakota Wealth Management 0.06% Add +3.0% 12,989 $2.7M
Signaturefd, LLC 0.05% Add +2.9% 12,967 $2.7M
Comprehensive Financial Consultants Institutional, Inc. 0.97% Reduce -4.3% 12,956 $2.7M
Citizens Financial Group Inc. 0.05% Add +0.8% 12,933 $2.7M
Aviso Financial Inc. 0.13% Reduce -17.2% 12,891 $2.6M
Newman Dignan & Sheerar, Inc. 0.68% Reduce -3.8% 12,858 $2.6M
Burke & Herbert Bank & Trust Co. 0.63% No change 12,850 $2.6M
Analyst IMS Investment Management Services Ltd. 0.10% No change 12,770 $2.6M
Unique Wealth, LLC 0.55% Add +8.9% 12,753 $2.6M
Wealthspire Advisors, LLC 0.03% Reduce -5.9% 12,721 $2.6M
Sagespring Wealth Partners, LLC 0.07% — 12,687 $2.6M
HighPoint Advisor Group LLC 0.14% Add +3.0% 11,385 $2.6M
Johnson Financial Group, Inc. 0.12% Add +108.0% 12,052 $2.6M
Sabal Trust CO 0.15% Add +0.2% 12,666 $2.6M
GLOBALT Investments LLC / GA 0.10% Reduce -1.4% 12,607 $2.6M
Midwest Professional Planners, LTD. 0.77% Add +3.8% 12,579 $2.6M
Sawyer & Company, Inc 0.96% Add +1.4% 12,568 $2.6M
EP Wealth Advisors, LLC 0.02% Add +1.5% 12,559 $2.6M
Cresset Asset Management, LLC 0.01% Reduce -71.3% 12,469 $2.6M
Jackson Hole Capital Partners, LLC 0.52% Add +1.6% 12,428 $2.6M
Annex Advisory Services, LLC 0.08% Reduce -3.6% 12,414 $2.6M
Buttonwood Financial Advisors Inc. 1.12% Reduce -4.3% 12,371 $2.5M
Concurrent Investment Advisors, LLC 0.07% Reduce -0.3% 12,311 $2.5M
Private Capital Advisors, Inc. 0.30% No change 12,250 $2.5M
Palisade Asset Management, LLC 0.26% Reduce -0.0% 12,250 $2.5M
Kovack Advisors, Inc. 0.24% Add +0.4% 12,111 $2.5M
Prelude Capital Management, LLC 0.21% Reduce -42.6% 12,102 $2.5M
Barbara Oil Co. 1.02% No change 12,000 $2.5M
Allianz SE 0.06% Add +11.6% 11,944 $2.5M
Covey Capital Advisors, LLC 2.80% Reduce -4.7% 11,983 $2.5M
Lindbrook Capital, LLC 0.22% Add +0.3% 11,940 $2.5M
Benchmark Investment Advisors LLC 1.59% Add +1.9% 11,898 $2.4M
Harbour Investments, Inc. 0.07% Add +17.2% 11,793 $2.4M
First Horizon Advisors, Inc. 0.07% Reduce -31.1% 11,781 $2.4M
Independent Advisor Alliance 0.03% Add +20.0% 11,780 $2.4M
Twin Capital Management Inc. 0.26% Reduce -0.7% 11,765 $2.4M
Hel Ved Capital Management Ltd 0.74% Reduce -17.5% 11,750 $2.4M
V-Square Quantitative Management LLC 0.34% Reduce -1.0% 11,697 $2.4M
Oliver Lagore Vanvalin Investment Group 0.61% Add +8.3% 11,536 $2.4M
Harvey Capital Management Inc. 0.56% Reduce -1.3% 11,520 $2.4M
Arvest Investments, Inc. 0.38% Reduce -7.1% 11,467 $2.4M
WealthShield Partners, LLC 0.33% Reduce -4.5% 11,456 $2.4M
Chilton Investment Co. Inc. 0.06% Add +2.5% 11,455 $2.4M
Signature Wealth Management Group 0.94% Add +3.4% 11,441 $2.4M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +6.2% 11,412 $2.3M
Central Valley Advisors, LLC 1.06% Add +0.5% 11,324 $2.3M
Anb Bank 1.00% — 11,110 $2.3M
Abundance Wealth Counselors 0.50% Reduce -1.8% 11,108 $2.3M
Jacobi Capital Management LLC 0.17% Add +0.4% 11,104 $2.3M
Knollwood Investment Advisory, LLC 0.24% No change 11,056 $2.3M
Duncker Streett & Co. Inc. 0.41% Add +0.2% 10,857 $2.2M
Main Street Financial Solutions, LLC 0.22% Reduce -13.4% 10,852 $2.2M
Great Lakes Advisors, LLC 0.02% Add +8.6% 10,845 $2.2M
AustralianSuper Pty Ltd 0.01% Add +26.0% 10,840 $2.2M
Worth Asset Management, LLC 1.19% New 10,834 $2.2M
Wexford Capital LP 0.57% Add +28.2% 10,794 $2.2M
Sierra Legacy Group 2.04% — 10,785 $2.2M
AdvisorNet Financial, Inc 0.18% Reduce -0.8% 10,708 $2.2M
Legacy Advisors, LLC 0.21% Add +1.1% 10,665 $2.2M
ICW Investment Advisors LLC 0.91% Add +4.7% 10,571 $2.2M
Benjamin Edwards Inc. 0.03% Reduce -9.1% 10,569 $2.2M
Bokf, NA 0.04% Add +0.1% 10,808 $2.2M
Empowered Funds, LLC 0.03% Add +12.5% 10,492 $2.2M
Donoghue Forlines LLC 0.72% New 10,474 $2.2M
CreativeOne Wealth, LLC 0.07% Add +13.6% 10,326 $2.1M
Smithfield Trust Co 0.10% Add +3.8% 10,156 $2.1M
Wedbush Securities Inc. 0.07% Add +1.5% 10,099 $2.1M
Embree Financial Group 0.35% No change 10,100 $2.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -59.5% 10,093 $2.1M
Patient Capital Management, LLC 0.10% Reduce -92.4% 10,042 $2.1M
Qtron Investments LLC 0.29% Reduce -7.8% 9,987 $2.1M
Bray Capital Advisors 0.55% Reduce -2.5% 9,983 $2.1M
Central Pacific Bank - Trust Division 0.28% Reduce -5.9% 9,913 $2.0M
Level Four Advisory Services, LLC 0.08% Add +4.0% 9,838 $2.0M
Unique Wealth Strategies, LLC 0.89% Add +32.2% 9,826 $2.0M
Johnson Investment Counsel Inc. 0.02% Add +4.4% 9,811 $2.0M
Manchester Capital Management LLC 0.23% No change 9,782 $2.0M
Montecito Bank & Trust 0.35% No change 9,775 $2.0M
Yarbrough Capital, LLC 0.08% No change 9,756 $2.0M
Alps Advisors Inc. 0.01% Reduce -8.1% 9,749 $2.0M
Greenland Capital Management LP 0.40% Reduce -51.4% 9,729 $2.0M
Lester Murray Antman dba SimplyRich 0.55% No change 9,418 $1.9M
Evoke Wealth, LLC 0.05% Add +7.5% 9,362 $1.9M
Pitcairn Co. 0.11% Reduce -3.3% 9,321 $1.9M
DORCHESTER WEALTH MANAGEMENT Co 0.38% Reduce -0.5% 9,247 $1.9M
First Interstate Bank 0.11% Reduce -1.3% 9,162 $1.9M
Smartleaf Asset Management LLC 0.19% Add +15.6% 9,111 $1.9M
Composition Wealth, LLC 0.04% Add +4.6% 9,097 $1.9M
Campbell & CO Investment Adviser LLC 0.14% New 9,090 $1.9M
Westover Capital Advisors, LLC 0.41% Add +42.5% 9,082 $1.9M
Focus Financial Network, Inc. 0.07% No change 9,079 $1.9M
Engineers Gate Manager LP 0.03% New 9,032 $1.9M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -4.3% 9,028 $1.9M
UMB Bank, n.a. 0.03% Reduce -38.2% 9,022 $1.9M
Maytus Capital Management, LLC 0.65% New 9,000 $1.8M
Archford Capital Strategies, LLC 0.28% Add +0.6% 8,999 $1.8M
Ifrah Financial Services, Inc. 0.51% Reduce -4.0% 8,966 $1.8M
Callahan Advisors, LLC 0.17% Reduce -0.3% 8,960 $1.8M
Ferguson Wellman Capital Management, Inc. 0.04% Add +0.4% 8,950 $1.8M
Equitable Holdings, Inc. 0.02% Reduce -6.1% 8,929 $1.8M
Frank, Rimerman Advisors LLC 0.13% Add +50.6% 8,905 $1.8M
Moloney Securities Asset Management, LLC 0.25% Reduce -13.0% 8,851 $1.8M
Key Financial Inc 0.41% No change 8,834 $1.8M
Wayfinding Financial, LLC 0.97% New 8,827 $1.8M
Brookstone Capital Management 0.03% Reduce -78.1% 8,822 $1.8M
Harbor Capital Advisors, Inc. 0.08% Reduce -43.1% 8,796 $1.8M
Profund Advisors LLC 0.07% Reduce -3.4% 8,792 $1.8M
Oddo BHF Asset Management Sas 0.09% Add +1.3% 8,791 $1.8M
Moneta Group Investment Advisors LLC 0.03% Add +0.1% 8,787 $1.8M
Brown Brothers Harriman & Co. 0.01% Add +5.8% 8,658 $1.8M
Owen LaRue, LLC 0.93% Reduce -0.1% 8,620 $1.8M
Freestone Capital Holdings, LLC 0.06% Reduce -1.2% 8,610 $1.8M
Vise Technologies, Inc. 0.15% Add +40.9% 8,578 $1.8M
Wellington Wealth Strategies, LLC. 1.60% New 7,641 $1.8M
Lebenthal Global Advisors, LLC 0.32% Add +1.1% 8,523 $1.8M
Quantitative Investment Management, LLC 0.13% New 8,449 $1.7M
Granite Investment Partners, LLC 0.07% No change 8,440 $1.7M
Mufg Securities Americas Inc. 0.23% — 8,398 $1.7M
Veracity Capital LLC 0.63% Reduce -14.6% 8,374 $1.7M
Centurion Wealth Management LLC 0.54% Reduce -5.2% 8,365 $1.7M
Abacus Planning Group, Inc. 0.30% No change 8,364 $1.7M
Chicago Capital, LLC 0.05% Add +135.4% 8,360 $1.7M
Landaas & Co. /Wi 0.48% Reduce -2.4% 8,359 $1.7M
Integral Investment Advisors, Inc. 0.56% Reduce -1.0% 8,352 $1.7M
Cooper Financial Group 0.20% Reduce -3.0% 8,280 $1.7M
Moody National Bank Trust Division 0.18% Reduce -6.0% 8,269 $1.7M
LSV Asset Management 0.00% Reduce -88.2% 8,232 $1.7M
Entropy Technologies, LP 0.17% New 8,225 $1.7M
Wolf Group Capital Advisors 0.82% No change 13,378 $1.7M
Caption Management, LLC 0.07% Add +137.7% 8,200 $1.7M
Lionsbridge Wealth Management LLC 1.41% Reduce -8.8% 8,193 $1.7M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -7.5% 8,169 $1.7M
Pflug Koory, LLC 0.11% No change 8,165 $1.7M
Addison Advisors LLC 0.47% Reduce -2.8% 8,159 $1.7M
Jump Financial, LLC 0.04% Add +116.0% 8,148 $1.7M
Flputnam Investment Management Co. 0.03% Reduce -18.7% 8,139 $1.7M
JGP Wealth Management, LLC 0.22% Add +0.3% 8,106 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.1% 8,065 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +4.9% 8,057 $1.7M
Convergence Financial, LLC 0.33% Add +1.7% 8,056 $1.7M
Florida Trust Wealth Management Co 0.05% Add +32.4% 8,022 $1.6M
Ballentine Partners, LLC 0.03% Add +1.0% 7,990 $1.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Reduce -0.2% 7,945 $1.6M
Bowman & Co S.C. 0.85% Add +4.8% 7,935 $1.6M
Horizon Investments, LLC 0.05% Add +1.0% 7,906 $1.6M
Intelligence Driven Advisers, LLC 0.30% Reduce -0.3% 7,773 $1.6M
Arax Advisory Partners 0.10% Reduce -6.0% 7,773 $1.6M
Prospera Financial Services Inc 0.04% Add +374.5% 7,772 $1.6M
Beacon Bridge Wealth Partners, LLC 0.68% No change 7,752 $1.6M
First Nebraska Trust Co 0.15% No change 7,735 $1.6M
Legato Capital Management LLC 0.21% Reduce -44.8% 7,676 $1.6M
Maia Wealth LLC 0.34% Add +11.0% 7,392 $1.6M
Kestra Private Wealth Services, LLC 0.03% Add +20.2% 7,661 $1.6M
NBT Bank, N.A. 0.11% Add +17.6% 7,649 $1.6M
IFP Advisors, Inc 0.05% Add +3.0% 7,642 $1.6M
True North Advisors, LLC 0.37% Add +1.0% 7,634 $1.6M
SVB Wealth LLC 0.03% New 7,579 $1.6M
Farther Finance Advisors, LLC 0.06% Reduce -2.7% 7,569 $1.6M
Park Place Capital Corp 0.43% Add +7.9% 7,559 $1.6M
Haverford Trust Co 0.02% Reduce -3.6% 7,556 $1.6M
Radnor Capital Management, LLC 0.26% Reduce -12.4% 7,524 $1.5M
Waverly Advisors, LLC 0.02% Add +325.6% 7,500 $1.5M
17 Capital Partners, LLC 0.97% Add +1.1% 7,443 $1.5M
Empower Advisory Group, LLC 0.01% Add +7.6% 7,409 $1.5M
Mill Creek Capital Advisors, LLC 0.04% Reduce -37.8% 7,408 $1.5M
Delphi Management Inc. 1.47% Reduce -15.7% 7,389 $1.5M
Gould Capital, LLC 1.06% Reduce -2.7% 7,388 $1.5M
RIA Advisory Group LLC 0.51% Add +2.5% 7,348 $1.5M
Trust Asset Management LLC 0.12% No change 7,339 $1.5M
Annis Gardner Whiting Capital Advisors, LLC 0.42% No change 7,332 $1.5M
Allworth Financial LP 0.01% Add +49.3% 7,176 $1.5M
Spinnaker Trust 0.09% Reduce -1.0% 7,296 $1.5M
Mystic Asset Management, Inc. 0.40% Add +49.0% 7,235 $1.5M
Wesbanco Bank Inc. 0.05% Reduce -1.9% 7,224 $1.5M
Legend Financial Advisors, Inc. 1.04% Reduce -4.2% 7,208 $1.5M
Semmax Financial Advisors Inc. 0.39% Reduce -13.2% 6,429 $1.5M
Point72 Asia (Singapore) Pte. Ltd. 0.39% New 7,142 $1.5M
Purkiss Capital Advisors LLC 1.26% — 7,115 $1.5M
Burling Wealth Partners, LLC 0.30% — 7,100 $1.5M
Court Place Advisors, LLC 0.47% Reduce -2.1% 7,098 $1.5M
Fifth Third Wealth Advisors LLC 0.08% Add +9.2% 7,085 $1.5M
BankPlus Trust Department 0.48% — 7,072 $1.5M
Lederer & Associates Investment Counsel 1.01% Reduce -14.4% 7,032 $1.4M
AlTi Global, Inc. 0.03% Reduce -5.3% 6,927 $1.4M
Anchor Capital Advisors LLC 0.04% Reduce -9.2% 7,007 $1.4M
Settian Capital LP 1.04% New 7,000 $1.4M
Sheets Smith Investment Management 1.21% — 6,970 $1.4M
Legacy Trust 0.33% Reduce -0.8% 6,951 $1.4M
Smith, Moore & Co. 0.13% Add +2.3% 6,937 $1.4M
Dean Investment Associates, LLC 0.20% Reduce -5.9% 6,851 $1.4M
Trust Co. of Vermont 0.07% Add +170.4% 6,839 $1.4M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Reduce -0.0% 6,835 $1.4M
Dogwood Wealth Management LLC 0.74% Add +142.1% 6,827 $1.4M
HBK Sorce Advisory LLC 0.04% Add +0.4% 6,817 $1.4M
Peoples Bank 0.82% Reduce -5.3% 6,770 $1.4M
Koshinski Asset Management, Inc. 0.12% Add +0.5% 6,765 $1.4M
Voya Financial Advisors, Inc. 0.15% Add +3.3% 6,733 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% Add +4.6% 6,755 $1.4M
Ridgepath Capital Management LLC 0.64% No change 6,748 $1.4M
Nicolet Advisory Services, LLC 0.13% Reduce -0.6% 6,900 $1.4M
Boston Family Office LLC 0.09% No change 6,672 $1.4M
Meritage Portfolio Management 0.08% Reduce -11.3% 6,650 $1.4M
Quadrant Capital Group LLC 0.09% Reduce -0.1% 6,645 $1.4M
Transcend Capital Advisors, LLC 0.10% Reduce -4.7% 6,642 $1.4M
AAFMAA Wealth Management & Trust LLC 0.60% Reduce -17.2% 6,641 $1.4M
Freedom Investment Management, Inc. 0.11% Add +13.1% 6,559 $1.3M
Boston Partners 0.00% Reduce -37.3% 6,471 $1.3M
WASHINGTON TRUST Co 0.05% Reduce -1.2% 6,466 $1.3M
Arcataur Capital Management LLC 0.45% Add +1.3% 6,448 $1.3M
Pacific Point Advisors, LLC 0.81% — 6,182 $1.3M
VeraBank, N.A. 0.37% Reduce -0.9% 6,445 $1.3M
AE Wealth Management LLC 0.01% Reduce -41.5% 6,429 $1.3M
Wedmont Private Capital 0.07% Add +5.8% 6,583 $1.3M
CoreFirst Bank & Trust 0.78% No change 6,400 $1.3M
SkyView Investment Advisors, LLC 0.21% Add +20.8% 6,374 $1.3M
Fortem Financial Group, LLC 0.51% Add +6.2% 6,364 $1.3M
Boston Trust Walden Corp 0.01% Add +0.5% 6,338 $1.3M
Financial Advocates Investment Management 0.07% Reduce -0.7% 6,330 $1.3M
Lake Street Advisors Group, LLC 0.06% Reduce -2.6% 6,327 $1.3M
NorthRock Partners, LLC 0.04% Reduce -6.1% 6,287 $1.3M
Institute for Wealth Management, LLC. 0.16% No change 6,266 $1.3M
Eukles Asset Management 0.55% Add +0.0% 6,248 $1.3M
Kingsview Wealth Management, LLC 0.03% Add +3.5% 6,244 $1.3M
Tectonic Advisors LLC 0.08% Reduce -4.3% 6,229 $1.3M
Brown Capital Management LLC 0.03% Reduce -11.2% 6,205 $1.3M
Wolverine Trading, LLC 0.03% Reduce -49.5% 6,160 $1.3M
Parallel Advisors, LLC 0.03% Add +5.3% 6,129 $1.3M
SG Americas Securities, LLC 0.01% Reduce -92.9% 6,129 $1.3M
Machina Capital S.A.S. 0.53% New 6,113 $1.3M
Stonebrook Private Inc. 0.33% Add +0.4% 6,091 $1.3M
Edgestream Partners, L.P. 0.05% Add +100.1% 6,087 $1.3M
CHICAGO TRUST Co NA 0.23% Reduce -23.3% 6,075 $1.2M
Dynamic Advisor Solutions LLC 0.05% Reduce -34.4% 6,062 $1.2M
Williamson Legacy Group, LLC 0.82% Add +2.7% 6,020 $1.2M
Perkins Coie Trust Co 0.27% No change 5,990 $1.2M
Prentiss Smith & Co. Inc. 0.80% Add +0.3% 5,976 $1.2M
Highland Capital Management, LLC 0.07% New 5,936 $1.2M
Cigna Investments Inc. 0.21% Reduce -1.5% 5,866 $1.2M
Modera Wealth Management, LLC 0.01% Add +8.6% 5,843 $1.2M
Mutual Advisors, LLC 0.03% Add +5.4% 5,802 $1.2M
Boston Common Asset Management, LLC 0.03% No change 5,804 $1.2M
Copperwynd Financial, LLC 0.33% Reduce -1.2% 5,767 $1.2M
Shepherd Financial Partners LLC 0.14% Add +2.3% 5,749 $1.2M
Certified Advisory Corp 0.13% Reduce -8.3% 5,717 $1.2M
Kingswood Wealth Advisors, LLC 0.09% Add +125.5% 5,713 $1.2M
Magnolia Capital Advisors LLC 0.30% Add +22.1% 5,594 $1.1M
Evergreen Capital Management LLC 0.04% Add +0.1% 5,593 $1.1M
CSS LLC 0.21% Reduce -2.5% 5,560 $1.1M
Ameritas Investment Partners, Inc. 0.04% Reduce -4.9% 5,543 $1.1M
Westpac Banking Corp. 0.08% Add +0.7% 5,533 $1.1M
Summit Financial, LLC 0.04% Add +30.6% 5,520 $1.1M
Schechter Investment Advisors, LLC 0.09% Reduce -6.4% 5,498 $1.1M
Rehmann Capital Advisory Group 0.07% Add +1.7% 5,495 $1.1M
Synergy Asset Management, LLC 0.09% No change 6,250 $1.1M
Parsons Capital Management Inc. 0.06% No change 5,455 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.15% Reduce -0.7% 5,455 $1.1M
Conning Inc. 0.04% Add +22.1% 5,450 $1.1M
Palouse Capital Management, Inc. 0.74% Reduce -43.3% 5,442 $1.1M
United Community Bank 0.43% Reduce -0.3% 5,429 $1.1M
First Citizens Bank & Trust Co. 0.02% Add +1.8% 5,424 $1.1M
Nvwm, LLC 0.28% Add +44991.7% 5,411 $1.1M
Truvestments Capital LLC 0.29% Add +20.3% 5,403 $1.1M
LVM Capital Management Ltd. 0.12% No change 5,400 $1.1M
Compound Planning, Inc. 0.06% Add +9.2% 5,346 $1.1M
DRW Securities, LLC 0.07% Add +4.5% 5,344 $1.1M
Forbes J M & Co. LLP 0.11% No change 5,321 $1.1M
Whittier Trust Co. 0.01% Add +2.4% 5,312 $1.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% New 5,300 $1.1M
Delta Financial Group, Inc. 0.25% New 5,293 $1.1M
Atlas Capital Advisors Inc. 0.14% No change 5,278 $1.1M
Forum Financial Management, LP 0.02% Add +2.3% 5,272 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -10.8% 5,257 $1.1M
GAMCO Investors 0.01% Reduce -1.9% 5,250 $1.1M
Aspire Growth Partners LLC 1.04% — 5,197 $1.1M
Townsend Asset Management Corp. /NC/ 0.39% Reduce -1.9% 5,193 $1.1M
Hennion & Walsh Asset Management, Inc. 0.05% Add +6.7% 5,192 $1.1M
Cape Investment Advisory, Inc. 0.42% Reduce -0.2% 5,173 $1.1M
Fig Financial Advisory Services Inc. 0.72% — 5,135 $1.1M
Napa Wealth Management 0.46% New 5,129 $1.1M
Ritholtz Wealth Management 0.03% Add +24.2% 5,106 $1.0M
Integrated Advisors Network LLC 0.05% Reduce -7.7% 5,090 $1.0M
Bfsg, LLC 0.12% Add +1401.2% 5,089 $1.0M
Syon Capital LLC 0.09% Reduce -7.5% 5,079 $1.0M
Trivant Custom Portfolio Group, LLC 0.61% Add +2.1% 5,070 $1.0M
Crux Wealth Advisors 0.58% — 5,064 $1.0M
ICONIQ Capital, LLC 0.02% Add +209.0% 5,064 $1.0M
Beacon Financial Group 0.11% Reduce -4.0% 5,051 $1.0M
CWA Asset Management Group, LLC 0.05% Add +78.0% 4,989 $1.0M
Waldron Private Wealth LLC 0.04% Add +2.3% 4,945 $1.0M
GM Advisory Group, LLC 0.06% No change 4,944 $1.0M
Sandy Cove Advisors, LLC 0.40% Add +1.5% 4,934 $1.0M
Allred Capital Management, LLC 0.39% Add +4.2% 4,921 $1.0M
Capital Investment Advisors, LLC 0.02% Add +4.9% 4,906 $1.0M
Neumann Capital Management, LLC 0.33% Add +3.2% 4,890 $1.0M
Nicolet Bankshares Inc. 0.20% Reduce -8.9% 4,869 $1.0M
Leonteq Securities AG 0.10% Add +4.3% 4,854 $997K
Meridian Wealth Management, LLC 0.05% Reduce -3.7% 4,851 $996K
Hilltop Holdings Inc. 0.06% Add +0.7% 4,846 $995K
Westbourne Investment Advisors, Inc. 0.34% No change 4,815 $989K
GPS Wealth Strategies Group, LLC 0.13% Add +2.0% 4,805 $987K
Baker Avenue Asset Management, LP 0.03% Add +31.0% 4,795 $985K
Optimum Investment Advisors 0.43% Add +1.6% 4,790 $984K
Principle Wealth Partners LLC 0.07% No change 4,763 $978K
Darwin Wealth Management, LLC 0.33% Reduce -41.5% 4,721 $970K
1ST Source Bank 0.06% Reduce -1.3% 4,700 $965K
Everhart Financial Group, Inc. 0.20% Add +2.9% 4,686 $963K
Ariel Investments 0.01% Add +3.1% 4,681 $962K
Drucker Wealth 3.0, LLC 0.22% Reduce -2.8% 4,668 $959K
Renasant Bank 0.62% Add +18.1% 4,664 $958K
Chesapeake Wealth Management 0.33% Reduce -2.5% 4,664 $958K
Hengehold Capital Management LLC 0.09% Add +29.1% 4,656 $956K
Regal Investment Advisors LLC 0.07% Reduce -13.1% 4,653 $956K
Advisors Capital Management, LLC 0.01% Add +2.8% 4,616 $948K
IFC Advisors LLC 0.21% — 4,615 $948K
Ellis Investment Partners, LLC 0.19% No change 4,611 $947K
Beacon Pointe Advisors, LLC 0.01% Reduce -18.7% 4,609 $947K
Board of the Pension Protection Fund 1.09% — 4,600 $945K
Ellevest, Inc. 0.05% Add +1.9% 4,594 $944K
GTS Securities LLC 0.05% Reduce -87.0% 4,591 $943K
Roberts Glore & Co. Inc. 0.28% Reduce -0.8% 4,583 $941K
Foundations Investment Advisors, LLC 0.02% Reduce -1.8% 4,578 $940K
Crumly & Associates Inc. 0.25% Reduce -2.5% 4,553 $935K
Valeo Financial Advisors, LLC 0.03% Reduce -0.1% 4,542 $933K
Sigma Planning Corp 0.03% Reduce -15.6% 4,533 $931K
Avestar Capital, LLC 0.08% Add +12.3% 4,505 $925K
Copperleaf Capital, LLC 0.59% Add +15.9% 4,496 $924K
Aster Capital Management (DIFC) Ltd 0.35% Reduce -49.1% 4,477 $920K
CFO4Life Group, LLC 0.16% Reduce -2.2% 4,447 $914K
TD Private Client Wealth LLC 0.03% Add +35.4% 4,440 $912K
Intellectus Partners, LLC 0.20% No change 4,425 $909K
Brooklyn Investment Group 0.27% Reduce -2.1% 4,414 $907K
Sheets Smith Wealth Management 0.11% No change 4,401 $904K
Aventura Private Wealth, LLC 0.49% — 4,391 $902K
Moody LYNN Lieberson & Walker, LLC 0.06% No change 4,385 $901K
Roehl & Yi Investment Advisors, LLC 0.50% — 4,383 $900K
Drake & Associates, LLC 0.26% Add +51.2% 3,896 $896K
Prasad Wealth Partners, LLC 0.29% — 4,337 $891K
Boston Financial Mangement LLC 0.03% Add +17.4% 4,324 $888K
SlateStone Wealth, LLC 0.09% No change 4,308 $885K
St Germain D J Co. Inc. 0.04% No change 4,308 $885K
First National Bank & Trust Co. of Newtown 0.18% No change 4,280 $879K
Harvest Fund Management Co., Ltd 0.04% Reduce -0.4% 4,275 $879K
LMR Partners LLP 0.02% No change 4,265 $876K
Raiffeisen Bank International AG 0.01% — 4,240 $875K
ERn Financial, LLC 0.13% Add +0.1% 4,247 $872K
Brighton Jones LLC 0.03% Add +91.9% 4,245 $872K
Concourse Financial Group Securities, Inc. 0.05% Reduce -11.9% 4,162 $872K
Aurora Investment Counsel 0.48% Reduce -31.8% 4,230 $869K
HMV Wealth Advisors, LLC 0.87% — 4,228 $869K
Stonebridge Capital Advisors LLC 0.07% Add +0.6% 4,211 $865K
Caldwell Trust Co 0.09% No change 4,208 $864K
Citizens National Bank Trust Department 0.18% No change 4,200 $863K
Net Worth Advisory Group 0.26% Reduce -0.0% 4,167 $856K
Calydon Capital 0.17% No change 4,159 $854K
Gen-Wealth Partners Inc 0.37% Add +21.5% 4,154 $853K
WR Wealth Planners, LLC 0.27% Add +542.6% 4,151 $853K
US Asset Management LLC 0.76% Reduce -0.7% 4,150 $852K
Stevens Capital Management LP 0.34% New 4,147 $852K
Elevation Point Wealth Partners, LLC 0.07% Add +1.2% 4,126 $848K
Dohj, LLC 0.20% Reduce -5.6% 4,123 $847K
KFG Wealth Management, LLC 0.16% Reduce -0.7% 4,122 $847K
Sky Investment Group LLC 0.16% Add +79.4% 4,108 $844K
Parkside Financial Bank & Trust 0.11% Add +1.1% 4,109 $841K
Fidelis Capital Partners, LLC 0.08% Add +8.3% 3,882 $841K
Central Bank & Trust Co. 0.13% Reduce -36.6% 4,071 $836K
Oppenheimer & Co. Inc. 0.01% Reduce -21.8% 4,070 $836K
Checchi Capital Advisers, LLC 0.06% Add +1.4% 4,046 $831K
Stableford Capital II LLC 0.33% New 4,036 $829K
Howard Capital Management, LLC 0.01% Add +6.9% 4,025 $827K
Vista Capital Partners, Inc. 0.10% Add +0.3% 4,019 $826K
Signal Advisors Wealth, LLC 0.09% Add +2.6% 4,006 $823K
RBF Capital, LLC 0.04% No change 4,000 $822K
Clarius Group, LLC 0.06% Add +1.1% 3,990 $820K
Blue Trust, Inc. 0.01% Reduce -27.5% 3,979 $817K
Ontario Teachers Pension Plan Board 0.01% New 3,978 $817K
HF Advisory Group, LLC 0.37% Reduce -11.0% 3,932 $808K
Carnegie Investment Counsel 0.02% Add +91.8% 3,921 $805K
Allen Mooney & Barnes Investment Advisors LLC 0.14% Reduce -2.1% 3,911 $803K
Outlook Wealth Advisors, LLC 0.23% Reduce -0.5% 3,910 $803K
USA Financial Formulas 0.13% New 3,909 $803K
Aspire Private Capital, LLC 0.20% Reduce -5.8% 3,905 $802K
Freemont Management S.A. 0.39% No change 3,900 $801K
Alberta Investment Management Corp 0.01% No change 3,900 $801K
Wbi Investments, LLC 0.20% Reduce -1.9% 3,898 $801K
Moneco Advisors, LLC 0.08% Add +8.5% 3,897 $801K
Madrona Financial Services, LLC 0.22% Reduce -0.4% 3,889 $799K
Strategic Wealth Partners, Ltd. 0.07% Reduce -16.4% 3,461 $796K
T. Rowe Price Investment Management, Inc. 0.00% Add +1.1% 3,862 $794K
Commerzbank Aktiengesellschaft 0.02% Add +18.7% 3,824 $789K
Quadcap Wealth Management, LLC 0.12% Reduce -0.1% 3,829 $787K
EverSource Wealth Advisors, LLC 0.04% Reduce -9.5% 3,828 $786K
Alpha Family Trust 0.44% No change 3,805 $782K
Fox Run Management, L.L.C. 0.14% New 3,804 $781K
Legacy Wealth Management, LLC / MS 0.31% No change 3,800 $781K
Legacy Wealth Asset Management, LLC 0.21% Reduce -4.4% 3,799 $780K
WESPAC Advisors SoCal, LLC 0.18% New 3,795 $780K
BSW Wealth Partners 0.11% Add +10.5% 3,737 $768K
CW Advisors, LLC 0.01% Add +6.8% 3,706 $761K
Holderness Investments Co. 0.17% Reduce -2.6% 3,699 $760K
GeoWealth Management, LLC 0.02% Add +5.4% 3,685 $757K
Impact Capital Partners LLC 0.27% — 3,672 $754K
KMG Fiduciary Partners, LLC 0.06% Reduce -10.5% 3,653 $750K
Citadel Investment Advisory, Inc. 0.39% Reduce -2.7% 3,640 $748K
Ironsides Asset Advisors, LLC 0.21% No change 3,635 $747K
Lafayette Investments, Inc. 0.16% No change 3,599 $739K
Perigon Wealth Management, LLC 0.02% Add +12.1% 3,566 $736K
LGT Group Foundation 0.01% Reduce -66.8% 3,579 $735K
Perpetual Ltd 0.01% Add +70.1% 3,576 $735K
Miramar Capital, LLC 0.18% No change 3,575 $734K
Bank of Stockton 0.22% Reduce -8.3% 3,558 $731K
Inceptionr LLC 0.16% New 3,520 $723K
Heritage Wealth Advisors 0.04% Reduce -1.3% 3,519 $723K
Cornerstone Select Advisors, LLC 0.70% — 3,514 $722K
SMART Wealth LLC 0.25% Add +186.7% 3,486 $716K
Twin City Private Wealth, LLC 0.63% Add +2.5% 3,484 $716K
Kintra Wealth, LLC 0.50% Reduce -2.9% 3,481 $715K
Farringdon Capital, Ltd. 0.30% — 3,481 $715K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -97.3% 3,468 $712K
Retireful, LLC 0.40% New 3,467 $712K
MMBG Investment Advisors Co. 0.08% No change 3,450 $709K
Grandfield & Dodd, LLC 0.04% No change 3,446 $708K
Cascade Investment Group, Inc. 0.50% Reduce -2.0% 3,433 $705K
Opal Wealth Advisors, LLC 0.21% Reduce -10.0% 3,425 $704K
Retirement Planning Co of New England, Inc. 0.34% No change 3,420 $703K
Insigneo Advisory Services, LLC 0.07% Add +36.3% 3,416 $702K
Michels Family Financial, LLC 0.64% — 3,410 $700K
May Hill Capital, LLC 0.27% — 3,409 $700K
Sargent Investment Group, LLC 0.11% Reduce -21.2% 3,468 $699K
Angeles Wealth Management, LLC 0.06% Add +32.6% 3,394 $697K
Cookson Peirce & Co. Inc. 0.03% Add +2.0% 3,373 $693K
Clarendon Private LLC 0.72% — 3,370 $692K
PDS Planning, Inc 0.06% Reduce -1.0% 3,363 $691K
Rainier Family Wealth Inc. 0.83% — 3,350 $688K
Freestone Grove Partners LP 0.01% — 3,326 $683K
LVZ, Inc. 0.09% Reduce -7.6% 3,280 $674K
Rwa Wealth Partners, LLC 0.01% Add +13.7% 3,251 $668K
Chung Wu Investment Group, LLC 0.67% — 3,250 $668K
Matisse Capital 0.34% No change 3,248 $667K
Beacon Financial Advisory LLC 0.22% Add +0.8% 3,244 $666K
Confluence Wealth Services, Inc. 0.04% Add +4.2% 3,226 $666K
Optas, LLC 0.14% Add +0.8% 3,242 $666K
First Manhattan Co. Llc. 0.00% No change 3,235 $665K
Marotta Asset Management 0.14% No change 3,211 $661K
Baader Bank Aktiengesellschaft 0.06% Reduce -40.4% 3,208 $659K
Paragon Capital Management Ltd 0.13% No change 3,200 $657K
Naples Global Advisors, LLC 0.06% No change 3,190 $655K
Quotient Wealth Partners, LLC 0.02% Add +8.7% 3,186 $654K
Riverwater Partners LLC 0.32% Reduce -26.9% 3,163 $650K
SkyOak Wealth, LLC 0.14% No change 3,163 $650K
Pointe Capital Management LLC 0.37% Add +1.8% 3,158 $649K
Western Financial Corp 0.36% New 3,154 $648K
Talon Private Wealth, LLC 0.14% No change 3,148 $647K
Curated Wealth Partners LLC 0.07% Add +10.3% 3,145 $646K
Leavell Investment Management, Inc. 0.03% Add +21.3% 3,133 $644K
Quantessence Capital LLC 0.26% — 3,108 $638K
Flagship Harbor Advisors, LLC 0.03% Reduce -5.2% 3,099 $636K
Clear Harbor Asset Management, LLC 0.05% New 3,098 $636K
Riverbridge Partners LLC 0.01% No change 3,080 $633K
Legacy Capital Group California, Inc. 0.19% Reduce -0.9% 3,069 $630K
Clearstead Trust, LLC 0.14% Reduce -1.6% 3,049 $626K
Santori & Peters, Inc. 0.24% No change 3,040 $624K
NewEdge Wealth, LLC 0.01% Add +102.1% 3,035 $623K
Liontrust Investment Partners LLP 0.01% Reduce -78.5% 3,026 $622K
Guardian Wealth Advisors, LLC / NC 0.05% Add +115.0% 3,005 $617K
Banco BTG Pactual S.A. 0.14% New 2,992 $616K
Promethium Advisors,llc 0.42% No change 3,000 $616K
Catalyst Funds Management Pty Ltd 0.15% Reduce -52.4% 3,000 $616K
Aaron Wealth Advisors LLC 0.07% Add +12.5% 2,992 $615K
Vista Investment Management 0.23% Reduce -12.6% 2,990 $614K
Epiq Partners, LLC 0.34% No change 2,978 $612K
J.W. Cole Advisors, Inc. 0.02% Add +9.8% 2,950 $606K
Cordgrass Capital Advisors, LLC 0.18% Add +1.4% 2,949 $606K
Red Door Wealth Management, LLC 0.09% Add +0.6% 2,940 $604K
Mesirow Financial Investment Management, Inc. 0.01% Add +8.7% 2,928 $601K
Long Run Wealth Advisors, LLC 0.14% Reduce -0.6% 2,926 $601K
Apeiron RIA LLC 0.17% Reduce -2.8% 2,925 $601K
Forte Capital LLC 0.07% No change 2,917 $599K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Reduce -1.7% 2,915 $599K
Moore Capital Management, LP 0.01% Reduce -90.4% 2,902 $596K
Catalyst Financial Partners LLC 0.11% Add +2.5% 2,898 $595K
Financial Counselors Inc. 0.01% Add +4.1% 2,896 $595K
Tiemann Investment Advisors, LLC 0.26% Reduce -11.7% 2,895 $595K
Knights of Columbus Asset Advisors LLC 0.04% Reduce -4.7% 2,887 $593K
Schmidt P J Investment Management Inc. 0.10% Reduce -0.9% 2,863 $588K
Argonautica Private Wealth Management, Inc. 0.19% No change 2,859 $587K
CRA Financial Services, LLC 0.10% Add +0.5% 2,857 $587K
Flagship Wealth Advisors, LLC 0.34% — 2,855 $586K
Resonant Capital Advisors, LLC 0.04% Reduce -1.0% 2,851 $586K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -2.8% 2,828 $581K
Summit Global Investments 0.04% Add +107.4% 2,817 $579K
Wright Investors Service Inc. 0.19% Reduce -8.2% 2,813 $578K
Waterloo Capital, L.P. 0.06% Reduce -1.9% 2,804 $576K
Wallace Advisory Group, LLC 0.40% Reduce -3.8% 3,192 $573K
Secure Asset Management, LLC 0.09% Reduce -73.9% 2,790 $573K
Wambolt & Associates, LLC 0.18% Reduce -1.8% 2,777 $570K
PFG Investments, LLC 0.04% Reduce -1.3% 2,772 $569K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -2.8% 2,762 $567K
Finward Bancorp 0.49% — 2,758 $567K
Essex Financial Services, Inc. 0.04% Add +10.5% 2,757 $566K
Simmons Bank 0.04% Add +111.5% 2,751 $565K
Meiji Yasuda Life Insurance Co 0.01% New 2,735 $562K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -0.8% 2,726 $560K
Leuthold Group, LLC 0.07% New 2,723 $559K
Sax Wealth Advisors, LLC 0.04% Add +0.6% 2,722 $559K
Tributary Capital Management, LLC 0.04% Reduce -4.6% 2,720 $559K
Worldquant Millennium Advisors LLC 0.00% New 2,698 $554K
Somerset Group LLC 0.50% Reduce -0.4% 2,689 $552K
Silver Oak Securities, Incorporated 0.05% Add +124.6% 2,648 $546K
Flow Traders U.S. LLC 0.02% New 2,660 $546K
CVA Family Office, LLC 0.09% Add +2.5% 2,644 $543K
Foster & Motley Inc. 0.04% Reduce -0.9% 2,644 $543K
Salem Investment Counselors Inc. 0.02% No change 2,643 $543K
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -46.4% 9,134 $539K
Geller Advisors LLC 0.04% Reduce -2.7% 2,610 $536K
WoodTrust Financial Corp 0.08% Add +43.2% 2,607 $536K
Centiva Capital, LP 0.02% Reduce -67.2% 2,597 $533K
Centaurus Financial, Inc. 0.03% Add +6.8% 2,588 $532K
Castleview Partners, LLC 0.29% Add +0.5% 2,579 $531K
Trueblood Wealth Management, LLC 0.26% No change 2,582 $530K
Obermeyer Wealth Partners 0.03% Reduce -16.2% 2,581 $530K
Connecticut Wealth Management, LLC 0.03% Add +7.7% 2,569 $528K
Trust Point Inc. 0.04% Add +11.0% 2,564 $527K
Jackson Wealth Management, LLC 0.06% New 2,557 $525K
Andina Capital Management, LLC 0.43% Add +4.3% 2,551 $524K
Carrera Capital Advisors 0.12% Reduce -79.0% 2,550 $524K
Moss Adams Wealth Advisors LLC 0.06% Add +1.5% 2,546 $523K
Northwest Bancshares, Inc. 0.10% No change 2,541 $522K
WBH Advisory Inc. 0.05% Add +1.1% 2,520 $518K
Weiss Asset Management LP 0.02% Reduce -94.2% 2,505 $515K
Premier Path Wealth Partners, LLC 0.08% Add +2.6% 2,486 $511K
International Assets Investment Management, LLC 0.04% New 2,477 $510K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% New 2,458 $505K
Janney Capital Management LLC 0.03% No change 2,440 $501K
Adero Partners, LLC 0.03% Add +2.7% 2,435 $500K
One Wealth Advisors, LLC 0.07% Reduce -11.2% 2,431 $499K
Marcum Wealth, LLC 0.04% Add +30.4% 2,413 $496K
CM Wealth Advisors LLC 0.16% No change 2,410 $495K
Corundum Group, Inc. 0.18% No change 2,400 $493K
Meyer Handelman Co. 0.02% No change 2,400 $493K
Childress Capital Advisors, LLC 0.14% Reduce -1.6% 2,387 $490K
Venture Visionary Partners LLC 0.02% Add +2.1% 2,384 $490K
M3 Advisory Group, LLC 0.35% Reduce -0.6% 2,383 $489K
Sage Mountain Advisors LLC 0.04% Add +2.7% 2,382 $489K
CI Investments Inc. 0.00% Reduce -1.2% 2,382 $489K
Cornerstone Wealth Group, LLC 0.04% Add +3.3% 2,378 $488K
Mark Sheptoff Financial Planning, LLC 0.26% No change 2,376 $488K
First National Bank of Mount Dora, Trust Investment Services 0.11% Reduce -5.1% 2,368 $486K
IHT Wealth Management, LLC 0.02% Reduce -22.7% 2,363 $485K
Proficio Capital Partners LLC 0.04% Add +48.9% 2,361 $485K
First Bank & Trust 0.09% Add +25.8% 2,350 $483K
Regent Peak Wealth Advisors LLC 0.11% Add +0.0% 2,344 $482K
Arkadios Wealth Advisors 0.03% Reduce -6.9% 2,344 $482K
Belpointe Asset Management LLC 0.03% Add +1.1% 2,757 $481K
D.B. Root & Company, LLC 0.15% Reduce -14.5% 2,317 $476K
Bison Wealth, LLC 0.10% Add +5.3% 2,299 $472K
Schnieders Capital Management LLC 0.09% Reduce -1.1% 2,299 $472K
Investment Management Corp. /Va/ 0.42% — 2,297 $472K
Center for Financial Planning, Inc. 0.06% No change 2,297 $472K
Ipswich Investment Management Co., Inc. 0.11% No change 2,295 $471K
West Coast Financial LLC 0.05% No change 2,292 $471K
Sentry Investment Management LLC 0.22% Reduce -14.0% 2,282 $469K
State of Wyoming 0.06% Add +283.9% 2,269 $466K
KCM Investment Advisors LLC 0.02% Add +58.2% 2,258 $464K
Cornell Pochily Investment Advisors, Inc. 0.16% Reduce -1.3% 2,255 $463K
Arrow Financial Corp 0.04% No change 2,250 $462K
Private Trust Co. NA 0.05% Reduce -17.2% 2,243 $461K
WealthBridge Capital Management, LLC 0.13% No change 2,229 $458K
Horan Securities, Inc. 0.17% Reduce -0.6% 2,219 $456K
Beaumont Financial Advisors, LLC 0.03% New 2,210 $454K
Independence Bank of Kentucky 0.07% Reduce -4.5% 2,206 $453K
Berry Wealth Group, LP 0.33% Add +5.3% 2,204 $453K
Cypress Capital Group 0.06% Reduce -0.8% 2,201 $452K
L2 Asset Management, LLC 0.10% Reduce -5.6% 2,191 $450K
Dechtman Wealth Management, LLC 0.09% No change 2,188 $449K
Gryphon Financial Partners LLC 0.06% Reduce -1.1% 2,184 $449K
Aveo Capital Partners, LLC 0.05% Reduce -0.2% 2,181 $448K
Teza Capital Management LLC 0.07% No change 2,177 $447K
Vantage Financial Partners, LLC 0.11% Reduce -14.4% 2,173 $446K
Western Pacific Wealth Management, LP 0.36% Add +48.6% 2,172 $446K
Permanent Capital Management, LP 0.14% — 2,168 $445K
West Family Investments, Inc. 0.15% Reduce -1.4% 2,161 $444K
Catalina Capital Group, LLC 0.15% Add +2.3% 2,160 $444K
Scientech Research LLC 0.13% New 2,159 $444K
Peterson Wealth Services 0.14% Reduce -14.1% 2,158 $443K
Natixis 0.00% Reduce -96.6% 2,152 $442K
Compound Global Advisors, LLC 1.80% — 2,150 $442K
Boit C F David 0.22% No change 2,150 $442K
Enterprise Financial Services Corp 0.24% Reduce -0.2% 2,144 $440K
Power Wealth Management LLC 0.18% Add +22.5% 2,142 $440K
Zions Bancorporation, N.A. 0.03% Add +201.6% 2,141 $440K
Fielder Capital Group LLC 0.14% Reduce -0.3% 2,139 $439K
Valmark Advisers, Inc. 0.01% Reduce -28.7% 2,136 $439K
Csenge Advisory Group 0.02% Reduce -18.8% 2,134 $438K
Calamos Wealth Management LLC 0.02% New 2,130 $438K
Seeds Investor LLC 0.12% Add +3.7% 2,112 $434K
Western Wealth Management, LLC 0.02% Reduce -3.2% 2,111 $434K
Uncommon Cents Investing LLC 0.13% No change 2,100 $431K
Old National Bancorp 0.01% Reduce -1.7% 2,093 $430K
One Wealth Map LLC 0.26% Reduce -12.0% 1,846 $429K
Davis R M Inc. 0.01% New 2,083 $428K
Blalock Williams, LLC 0.50% — 2,080 $427K
Y.D. More Investments Ltd 0.04% Reduce -2.9% 2,076 $426K
Cable Hill Partners, LLC 0.04% No change 2,073 $426K
Capital Asset Advisory Services LLC 0.02% No change 2,032 $424K
Sugarloaf Wealth Management, LLC 0.08% Add +2.0% 2,062 $423K
Cary Street Partners Investment Advisory LLC 0.28% Reduce -95.6% 2,057 $423K
Avitas Wealth Management LLC 0.06% Reduce -2.4% 2,046 $420K
Strategic Blueprint, LLC 0.02% Reduce -3.1% 2,040 $419K
ORG Partners LLC 0.06% Reduce -1.1% 2,039 $419K
Kenora Financial, LLC 0.17% Reduce -3.9% 2,027 $416K
Nixon Peabody Trust Co. 0.03% Add +1.7% 2,008 $412K
Archer Investment Corp 0.11% Add +31.9% 2,003 $411K
Investment Counsel Co. of Nevada 1.04% — 2,000 $411K
Okabena Investment Services Inc. 0.11% New 2,000 $411K
Biltmore Family Office, LLC 0.07% No change 2,000 $411K
Castleark Management LLC 0.01% No change 2,000 $411K
Legacy Financial Advisors, Inc. 0.07% Reduce -8.0% 2,000 $411K
Wealth Alliance, LLC 0.05% Add +3.4% 1,988 $408K
Claro Advisors Inc. 0.06% Reduce -5.1% 1,982 $407K
Kaizen Financial Strategies 0.23% Reduce -2.0% 1,976 $406K
Icon Wealth Advisors, LLC 0.03% Reduce -0.9% 1,975 $406K
Quent Capital, LLC 0.04% Add +0.7% 1,972 $405K
Optimize Financial Inc. 0.30% — 1,969 $404K
Excalibur Management Corp. 0.16% No change 1,969 $404K
Cascade Financial Partners, LLC 0.05% Add +1.4% 1,958 $402K
Wealth Management Associates, Inc. 0.17% No change 1,950 $401K
Advisory Alpha, LLC 0.01% Add +29.2% 1,946 $400K
Bigelow Investment Advisors, LLC 0.19% Add +17.6% 1,939 $398K
Hickory Point Bank & Trust 0.35% — 1,937 $398K
Fort Washington Investment Advisors Inc. 0.00% Reduce -26.9% 1,934 $397K
Hazlett, Burt & Watson, Inc. 0.17% Add +62.8% 1,918 $394K
Keystone Financial Services 0.15% Reduce -5.2% 1,917 $394K
Trust Co. of Toledo NA 0.05% Add +8.9% 1,902 $391K
Canandaigua National Bank & Trust Co. 0.04% Reduce -1.3% 1,902 $391K
Highlander Partners, L.P. 0.22% No change 1,900 $390K
WMS Partners, LLC 0.02% Add +44.6% 1,900 $390K
Arete Wealth Advisors, LLC 0.03% Add +16.1% 1,881 $387K
Simon Quick Advisors, LLC 0.02% Reduce -10.6% 1,882 $387K
Dearborn Partners LLC 0.02% No change 1,879 $386K
Alta Advisers Ltd 0.24% Add +17.1% 1,873 $385K
AXS Investments LLC 0.11% New 1,860 $382K
Palogic Value Management, L.P. 0.16% Add +1.6% 1,857 $381K
Monterey Private Wealth, Inc. 0.13% No change 1,848 $380K
CoreCap Advisors, LLC 0.02% Reduce -12.3% 1,847 $379K
Old Port Advisors 0.11% No change 1,838 $378K
Mather Group, Llc. 0.00% Reduce -10.9% 1,834 $377K
Lodestar Private Asset Management LLC 0.05% No change 1,830 $376K
Norris Perne & French LLP 0.03% No change 1,818 $373K
Edge Capital Group, LLC 0.02% No change 1,816 $373K
Phillips Wealth Planners LLC 0.37% Add +2.6% 1,852 $371K
Cromwell Holdings LLC 0.21% No change 1,807 $371K
Greenspring Advisors, LLC 0.08% Reduce -8.7% 1,800 $370K
RMR Wealth Builders 0.04% Reduce -0.4% 1,799 $370K
Certuity, LLC 0.04% New 1,789 $367K
SeaCrest Wealth Management, LLC 0.04% Add +3.9% 1,782 $366K
Mitchell Sinkler & Starr 0.10% No change 1,767 $363K
Cassaday & Co Wealth Management LLC 0.01% No change 1,764 $362K
Accredited Investors Inc. 0.02% New 1,759 $361K
Rossby Financial, LCC 0.23% — 1,754 $360K
BOK Financial Private Wealth, Inc. 0.03% Add +0.6% 1,752 $360K
Wealthcare Advisory Partners LLC 0.01% Add +3.0% 1,752 $360K
Concorde Asset Management, LLC 0.19% No change 1,750 $359K
Prevail Innovative Wealth Advisors, LLC 0.10% Add +6.2% 1,739 $357K
Cutter & CO Brokerage, Inc. 0.09% No change 1,735 $356K
Security National Bank of Sioux City Iowa 0.25% Reduce -1.1% 1,730 $355K
Callan Capital, LLC 0.03% Add +6.1% 1,729 $355K
1834 Investment Advisors Co. 0.04% No change 1,728 $355K
Goldstein Advisors, LLC 0.05% Reduce -0.6% 1,722 $354K
Colonial Trust Co / SC 0.05% Reduce -37.2% 1,722 $354K
Tritonpoint Wealth, LLC 0.03% Add +0.1% 1,716 $353K
IVC Wealth Advisors LLC 0.20% Reduce -0.1% 1,715 $352K
Harbour Trust & Investment Management Co 0.04% No change 1,714 $352K
TRUE Private Wealth Advisors 0.04% Add +11.8% 1,711 $352K
Oxford Financial Group, LTD. LLC 0.02% Reduce -24.4% 1,705 $350K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,704 $350K
First Heartland Consultants, Inc. 0.04% Reduce -61.3% 1,702 $350K
Fisher Asset Management 0.00% New 1,701 $349K
River Street Advisors LLC 0.18% Reduce -1.1% 1,701 $349K
Union Savings Bank 0.17% No change 1,700 $349K
CKW Financial Group 0.04% No change 1,700 $349K
Front Row Advisors LLC 0.12% Reduce -0.3% 1,691 $347K
Marquette Asset Management, LLC 0.06% No change 1,690 $347K
Wellspring Financial Advisors, LLC 0.04% Reduce -55.5% 1,690 $347K
Sivia Capital Partners, LLC 0.17% Reduce -0.8% 1,681 $345K
Tranquilli Financial Advisor LLC 0.22% Reduce -0.9% 1,669 $343K
Alexander Labrunerie & Co., Inc. 0.15% No change 1,668 $343K
Security Financial Services, INC. 0.07% Add +3.8% 1,665 $342K
Ingalls & Snyder LLC 0.01% Reduce -4.3% 1,666 $342K
Legacy Financial Group LLC 0.06% New 1,655 $340K
McAdam, LLC 0.02% Add +3.6% 1,651 $339K
Goldstone Financial Group, LLC 0.05% No change 1,650 $339K
Jacobsen Capital Management 0.14% Reduce -1.4% 1,649 $339K
FJ Capital Management LLC 0.04% New 1,648 $339K
Relyea Zuckerberg Hanson LLC 0.05% Add +20.0% 1,645 $338K
Chemistry Wealth Management LLC 0.08% No change 1,644 $338K
Cottonwood Capital Advisors, LLC 0.24% New 1,643 $338K
Old Second National Bank of Aurora 0.08% Add +0.7% 1,642 $337K
WINTON GROUP Ltd 0.02% Reduce -94.1% 1,636 $336K
25 LLC 0.14% Add +0.3% 1,622 $333K
Hourglass Capital, LLC 0.09% No change 1,618 $332K
LCNB Corp. 0.12% Reduce -5.4% 1,617 $332K
Keudell/Morrison Wealth Management 0.09% Reduce -16.5% 1,612 $331K
Portside Wealth Group, LLC 0.05% Reduce -8.6% 1,611 $331K
AlphaQuest LLC 0.04% Add +120.8% 1,610 $331K
O'Dell Group, LLC 0.07% No change 1,608 $330K
Quantum Financial Planning Services, Inc. 0.18% — 1,604 $329K
Vision Capital Management, Inc. 0.05% No change 1,602 $329K
All Terrain Financial Advisors, LLC 0.13% No change 1,600 $329K
Gilliland Jeter Wealth Management LLC 0.11% Add +1.2% 1,590 $327K
Daymark Wealth Partners, LLC 0.01% Add +41.3% 1,581 $325K
Greatmark Investment Partners, Inc. 0.04% Reduce -26.2% 1,575 $324K
USAdvisors Wealth Management, LLC 0.10% New 1,572 $322K
N.E.W. Advisory Services LLC 0.03% No change 1,565 $321K
DE Burlo Group Inc. 0.04% No change 1,563 $321K
Atlatl Advisers LLC 0.19% — 1,562 $321K
Signature Estate & Investment Advisors LLC 0.01% Add +1.3% 1,562 $321K
Isthmus Partners, LLC 0.04% No change 1,558 $320K
Severin Investments, LLC 0.32% — 1,553 $319K
Portman Square Capital LLP 0.29% No change 1,540 $316K
Rothschild Capital Partners, LLC 0.08% New 1,540 $316K
Bellevue Asset Management, LLC 0.16% No change 1,540 $316K
OneAscent Financial Services LLC 0.03% Reduce -17.8% 1,537 $316K
SageView Advisory Group, LLC 0.01% Add +10.8% 1,536 $316K
CYBER HORNET ETFs LLC 0.30% Add +0.9% 1,526 $313K
Blackston Financial Advisory Group, LLC 0.16% No change 1,526 $313K
Advanced Asset Management Advisors Inc 0.08% No change 1,525 $313K
Adell Harriman & Carpenter Inc. 0.02% New 1,523 $313K
Investors Asset Management of Georgia Inc. /Ga/ 0.15% No change 1,522 $313K
Berkshire Asset Management LLC 0.01% Reduce -0.3% 1,496 $312K
Sompo Asset Management Co., Ltd. 0.05% Reduce -55.0% 1,520 $312K
Richwood Investment Advisors, LLC 0.26% Reduce -9.8% 1,510 $310K
Chicago Partners Investment Group LLC 0.01% Add +1.6% 1,508 $309K
Steph & Co. 0.10% Reduce -33.0% 1,496 $307K
Keyes, Stange & Wooten Wealth Management, LLC 0.18% Reduce -1.6% 1,489 $306K
Raleigh Capital Management Inc. 0.12% Reduce -50.5% 1,487 $305K
Rockland Trust Co. 0.02% Reduce -4.8% 1,480 $304K
1858 Wealth Management, LLC 0.24% Reduce -0.9% 1,467 $301K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 1,467 $301K
Savvy Advisors, Inc. 0.04% Add +10.1% 1,457 $299K
Cidel Asset Management Inc. 0.02% No change 1,451 $298K
Fairfield, Bush & Co. 0.18% Add +28.3% 1,450 $298K
Verus Capital Partners, LLC 0.03% Reduce -3.9% 1,446 $297K
Crewe Advisors LLC 0.04% New 1,438 $295K
Claret Asset Management Corp 0.05% Add +0.6% 1,427 $293K
Mainsail Asset Management, LLC 0.20% No change 1,425 $293K
Journey Strategic Wealth LLC 0.01% Add +4.2% 1,425 $293K
Gsa Capital Partners LLP 0.02% Reduce -42.7% 1,422 $292K
AGH Wealth Advisors, LLC 0.27% — 1,419 $291K
AlphaCore Capital LLC 0.06% New 1,415 $291K
Eagle Wealth Strategies LLC 0.21% No change 1,413 $290K
Chickasaw Capital Management LLC 0.01% No change 1,414 $290K
Coppell Advisory Solutions LLC 0.04% Add +23.6% 1,405 $290K
E Fund Management Co., Ltd. 0.01% New 1,408 $289K
Wetzel Investment Advisors, Inc. 0.14% No change 1,405 $289K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -2.6% 1,394 $286K
Frazier Financial Advisors, LLC 0.23% No change 1,379 $284K
Compagnie Lombard Odier SCmA 0.00% No change 1,380 $283K
SPC Financial, Inc. 0.02% Reduce -2.7% 1,379 $283K
Ergawealth Advisors, Inc. 0.14% No change 1,378 $283K
Intrua Financial, LLC 0.05% Reduce -19.6% 1,376 $283K
Sfmg, LLC 0.02% Reduce -0.1% 1,375 $282K
Vestmark Advisory Solutions, Inc. 0.01% New 1,368 $281K
DHJJ Financial Advisors, Ltd. 0.11% No change 1,366 $281K
FDx Advisors, Inc. 0.08% Reduce -3.9% 1,358 $279K
Petros Family Wealth, LLC 0.30% — 1,358 $279K
Nwam LLC 0.02% Reduce -9.4% 1,354 $278K
JFS Wealth Advisors, LLC 0.02% No change 1,353 $278K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Reduce -2.4% 1,353 $278K
Seed Wealth Management, Inc. 0.22% No change 1,350 $277K
Atlantic Union Bankshares Corp 0.02% No change 1,350 $277K
FSB Premier Wealth Management, Inc. 0.11% Add +19.9% 1,349 $277K
Fullcircle Wealth LLC 0.11% Add +3.7% 1,204 $277K
Meeder Asset Management Inc. 0.02% Add +635.5% 1,346 $276K
City State Bank 0.10% No change 1,345 $276K
Cobblestone Capital Advisors LLC 0.01% Add +2.4% 1,341 $275K
Longboard Asset Management, LP 0.73% — 1,334 $274K
Norden Group LLC 0.03% Reduce -6.5% 1,332 $274K
Abacus Wealth Partners, LLC 0.04% Add +12.3% 1,329 $273K
IAM Advisory, LLC 0.07% New 1,328 $273K
Courier Capital LLC 0.02% No change 1,327 $273K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -4.2% 1,325 $272K
Fermata Advisors, LLC 0.05% Add +10.7% 1,323 $272K
Cypress Wealth Services, LLC 0.05% Add +6.1% 1,318 $271K
Osterweis Capital Management Inc. 0.02% No change 1,318 $271K
Concord Wealth Partners 0.04% Add +3.0% 1,311 $269K
Wimmer Associates 1, LLC 0.13% No change 1,310 $269K
American Money Management, LLC 0.05% No change 1,309 $269K
Natural Investments, LLC 0.07% — 1,305 $267K
Trust Co 0.03% New 1,299 $267K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -48.5% 1,296 $266K
Kathmere Capital Management, LLC 0.02% Add +7.5% 1,294 $266K
Financial Partners Group, LLC 0.11% Add +2.3% 1,293 $266K
bLong Financial, LLC 0.22% — 1,288 $265K
Presilium Private Wealth, LLC 0.06% Add +6.9% 1,283 $264K
Continuum Advisory, LLC 0.03% Add +10.5% 1,282 $263K
Fragasso Financial Advisors Inc 0.02% Add +2.3% 1,279 $263K
KOM Wealth Management Group, LLC 0.19% No change 1,261 $259K
Trillium Asset Management, LLC 0.01% No change 1,255 $258K
Cardinal Point Capital Management ULC 0.04% New 1,255 $258K
Financial Management Professionals, Inc. 0.03% Add +0.5% 1,255 $258K
Kitching Partners, LLC 0.33% New 1,253 $257K
Root Financial Partners, LLC 0.03% New 1,251 $257K
Cascades Capital Asset Management, LLC 0.14% No change 1,250 $257K
Independent Financial Group, LLC 0.01% Add +6.7% 1,250 $257K
Campbell Deegan Wealth Management, LLC 0.31% — 1,249 $257K
Tradewinds, LLC. 0.07% New 1,113 $256K
Monument Capital Management 0.07% No change 1,241 $255K
Accurate Wealth Management, LLC 0.05% Add +15.3% 1,265 $254K
NTV Asset Management LLC 0.03% No change 1,228 $252K
Rappaport Reiches Capital Management, LLC 0.07% No change 1,227 $252K
Auxano Advisors, LLC 0.06% New 1,225 $252K
Whitaker-Myers Wealth Managers, LTD. 0.07% No change 1,220 $251K
Birmingham Capital Management Co. Inc. 0.09% No change 1,212 $249K
GSG Advisors LLC 0.08% Reduce -7.1% 1,208 $248K
LaSalle St. Investment Advisors, LLC 0.08% New 1,211 $248K
Capital Advantage, Inc. 0.04% New 1,202 $247K
Boomfish Wealth Group, LLC 0.15% Reduce -28.0% 1,201 $247K
Modern Wealth Management, LLC 0.01% New 1,201 $247K
Sulzberger Capital Advisors, Inc. 0.28% — 1,200 $247K
Cross Staff Investments Inc 0.17% No change 1,200 $247K
Richard P Slaughter Associates Inc 0.06% No change 1,200 $247K
Pettyjohn, Wood & White, Inc. 0.05% No change 1,200 $247K
Wellington Shields Capital Management, LLC 0.04% No change 1,200 $247K
Security National Bank 0.04% No change 1,200 $247K
Stonegate Investment Group, LLC 0.01% Reduce -5.9% 1,199 $246K
Seven Mile Advisory 0.16% New 1,196 $246K
Florida Financial Advisors, LLC 0.11% New 1,193 $245K
Greenwood Gearhart LLC 0.02% New 1,189 $244K
Pinkerton Wealth, LLC 0.04% New 1,186 $244K
Equitable Trust Co. 0.01% New 1,183 $243K
King Wealth Management Group 0.04% Add +2.7% 1,185 $243K
Invst, LLC 0.03% Add +0.5% 1,181 $243K
Fairhaven Wealth Management, LLC 0.08% Add +1.9% 1,180 $242K
Oregon Pacific Wealth Management, LLC 0.24% — 1,178 $242K
West Bancorporation Inc. 0.16% Reduce -28.6% 1,176 $242K
FourThought Financial Partners, LLC 0.03% New 1,176 $242K
Personal Cfo Solutions, LLC 0.05% New 1,175 $241K
Myecfo, LLC 0.13% No change 1,174 $241K
Optivise Advisory Services LLC 0.13% Reduce -12.2% 1,161 $239K
Essential Planning, LLC. 0.00% New 1,170 $238K
Vigilare Wealth Management 0.10% No change 1,160 $238K
Breakwater Capital Group 0.05% Reduce -0.3% 1,145 $235K
YHB Investment Advisors, Inc. 0.02% Add +1.6% 1,143 $235K
Rothschild Investment LLC 0.02% Add +1.6% 1,143 $235K
JNBA Financial Advisors 0.02% Add +2.1% 1,138 $234K
Catalyst Capital Advisors LLC 0.01% Reduce -12.9% 1,135 $233K
Sandy Spring Bank 0.01% Reduce -1.1% 1,132 $233K
Basepoint Wealth LLC 0.19% No change 1,132 $233K
Fiduciary Group, LLC 0.02% Reduce -4.2% 1,128 $232K
W.H. Cornerstone Investments Inc. 0.15% Reduce -1.1% 1,123 $231K
Breed's Hill Capital LLC 0.12% New 1,121 $230K
New England Research & Management, Inc. 0.12% No change 1,121 $230K
StoneX Group Inc. 0.01% New 1,117 $229K
Gateway Investment Advisers LLC 0.00% Reduce -18.0% 1,114 $229K
Essex Bank 0.06% New 1,110 $228K
Convergence Investment Partners, LLC 0.05% Reduce -1.0% 1,108 $228K
UNIVEST FINANCIAL Corp 0.01% Reduce -11.9% 1,099 $226K
Groupama Asset Managment 0.00% Reduce -85.2% 1,091 $225K
Crescent Grove Advisors, LLC 0.02% New 1,094 $225K
GenTrust, LLC 0.01% New 1,092 $224K
Asset Allocation & Management Company, LLC 0.12% New 1,091 $224K
Physician Wealth Advisors, Inc. 0.04% Reduce -23.0% 1,086 $223K
BIP Wealth, LLC 0.01% New 1,082 $222K
Clark Asset Management, LLC 0.04% New 1,080 $222K
Kornitzer Capital Management Inc. 0.00% New 1,079 $222K
Finivi Inc. 0.18% New 1,077 $221K
GFS Advisors, LLC 0.03% New 1,078 $221K
New Republic Capital, LLC 0.14% New 1,071 $220K
Investment Partners Asset Management, Inc. 0.17% New 1,067 $219K
Five Oceans Advisors 0.10% New 1,067 $219K
Wilkinson Global Asset Management LLC 0.01% New 1,065 $219K
Cardiff Park Advisors, LLC 0.02% New 1,064 $219K
Larson Financial Group LLC 0.01% Reduce -42.1% 1,063 $218K
Nicholas Wealth, LLC. 0.12% New 1,083 $218K
Virtue Capital Management, LLC 0.04% Reduce -8.9% 1,062 $218K
CPA Asset Management Group, LLC 0.10% New 1,058 $217K
Quadrant Private Wealth Management, LLC 0.05% New 1,058 $217K
Caitlin John, LLC 0.15% No change 1,053 $216K
Affinity Investment Advisors, LLC 0.18% Reduce -18.7% 1,051 $216K
Leonard Rickey Investment Advisors P.L.L.C. 0.05% New 1,047 $215K
Flossbach Von Storch SE 0.00% New 1,040 $214K
Advisor OS, LLC 0.02% New 1,034 $212K
Everett Harris & Co. 0.00% New 1,032 $212K
Second Line Capital, LLC 0.06% New 1,030 $212K
Forthright Family Wealth Advisory LLC 0.14% Reduce -4.3% 1,028 $211K
Muirfield Wealth Advisors LLC 0.17% New 1,025 $211K
Financial Insights, Inc. 0.08% Reduce -68.9% 1,025 $211K
First Foundation Advisors 0.01% New 1,025 $211K
Traveka Wealth, LLC 0.12% New 1,023 $210K
Holland Advisory Services, Inc. 0.27% New 1,014 $208K
RiverFront Investment Group, LLC 0.00% New 1,013 $208K
Oakworth Capital, Inc. 0.01% Add +99.0% 1,009 $207K
Sonora Investment Management Group, LLC 0.02% New 1,009 $207K
Transce3nd, LLC 0.07% — 1,007 $207K
Cape Cod Five Cents Savings Bank 0.02% No change 1,147 $206K
Challenger Wealth Management 0.18% — 1,000 $205K
Eight 31 Financial, LLC 0.16% New 1,000 $205K
1492 Capital Management LLC 0.10% New 1,000 $205K
Borer Denton & Associates, Inc. 0.07% New 1,000 $205K
Heartwood Wealth Advisors LLC 0.02% New 1,000 $205K
Cercano Management LLC 0.01% New 1,000 $205K
Proactive Wealth Strategies LLC 0.11% New 1,000 $205K
Wedge Capital Management L L P 0.00% New 991 $204K
Allen Capital Group, LLC 0.02% New 985 $202K
HCR Wealth Advisors 0.03% New 984 $202K
Financial Council, LLC 0.10% New 975 $200K
Fort Sheridan Advisors LLC 0.03% New 975 $200K
Mosaic Family Wealth Partners, LLC 0.03% New 974 $200K
Evergreen Private Wealth LLC 0.09% Reduce -0.1% 956 $196K
Washington Trust Advisors, Inc. 0.02% Add +283.9% 952 $196K
GHP Investment Advisors, Inc. 0.01% Reduce -1.8% 917 $188K
Operose Advisors LLC 0.06% No change 917 $188K
Riverview Trust Co 0.17% No change 889 $183K
SBI Securities Co., Ltd. 0.01% — 879 $181K
Tanglewood Legacy Advisors, LLC 0.08% No change 872 $179K
Hemington Wealth Management 0.04% Add +6.1% 864 $177K
Evermay Wealth Management LLC 0.03% No change 859 $176K
Crowley Wealth Management, Inc. 0.15% — 836 $172K
Menard Financial Group LLC 0.10% New 818 $168K
Plante Moran Financial Advisors, LLC 0.01% Add +4.6% 815 $167K
LRI Investments, LLC 0.02% Reduce -0.4% 20,344 $167K
Hopwood Financial Services, Inc. 0.12% — 800 $164K
Roble, Belko & Company, Inc 0.03% No change 800 $164K
Putney Financial Group LLC 0.15% — 798 $164K
Arcadia Investment Management Corp. 0.03% No change 781 $160K
Covestor Ltd 0.10% Reduce -8.3% 763 $157K
Laurel Wealth Advisors LLC 0.02% Reduce -6.4% 729 $150K
WFA Asset Management Corp 0.08% No change 712 $146K
Tobam 0.04% Reduce -23.8% 712 $146K
R Squared Ltd 0.14% — 710 $146K
Bank of New Hampshire 0.04% No change 710 $146K
J.Safra Asset Management Corp 0.01% New 705 $145K
Evelyn Partners Investment Management LLP 0.00% — 700 $144K
Wellington Shields & Co., LLC 0.04% No change 682 $140K
First PREMIER Bank 0.03% No change 658 $135K
Rowlandmiller & Partners.adv 0.03% New 654 $134K
Parallax Volatility Advisers, L.P. 0.00% Reduce -87.8% 653 $134K
Ascentis Wealth Management, LLC 0.05% Reduce -17.9% 649 $133K
Accent Capital Management, LLC 0.07% No change 639 $131K
MV Capital Management, Inc. 0.01% Reduce -0.9% 623 $128K
Fairfield Financial Advisors, LTD 0.04% New 620 $127K
Pension & Wealth Management Advisors, Inc. 0.05% Add +35.9% 617 $127K
Princeton Global Asset Management LLC 0.02% No change 617 $127K
Eagle Bay Advisors LLC 0.08% Reduce -2.9% 613 $126K
Versant Capital Management, Inc 0.03% Add +40.2% 610 $125K
Global Trust Asset Management, LLC 0.05% No change 606 $124K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 570 $117K
Atwood & Palmer Inc. 0.01% Reduce -46.9% 566 $116K
AllSquare Wealth Management LLC 0.07% No change 555 $114K
Hexagon Capital Partners LLC 0.02% Reduce -5.0% 554 $114K
Financial Perspectives, Inc 0.04% New 550 $113K
XY Capital Ltd 0.12% New 504 $104K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.06% Reduce -28.6% 500 $103K
Rialto Wealth Management, LLC 0.03% — 500 $103K
Empirical Asset Management, LLC 0.03% New 62,522 $95K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 457 $94K
WPG Advisers, LLC 0.08% — 418 $86K
Curio Wealth, LLC 0.05% — 416 $85K
Bruce G. Allen Investments, LLC 0.07% Add +3.8% 413 $85K
Crews Bank & Trust 0.01% — 409 $84K
Hoese & Co LLP 0.07% No change 403 $83K
EnRich Financial Partners LLC 0.03% No change 402 $83K
West Oak Capital, LLC 0.04% No change 400 $82K
Ravenstone Capital Management Inc. 0.05% New 400 $82K
Kimelman & Baird, LLC 0.01% No change 400 $82K
Piscataqua Savings Bank 0.07% No change 397 $82K
Natixis Investment Managers International 0.01% Reduce -53.1% 390 $80K
MilWealth Group LLC 0.02% No change 385 $79K
Centricity Wealth Management, LLC 0.07% — 384 $79K
Deseret Mutual Benefit Administrators 0.04% Reduce -1.6% 381 $78K
Capital Advisors, Ltd. LLC 0.01% Add +3.8% 382 $78K
Grove Bank & Trust 0.01% Add +226.7% 379 $78K
PrairieView Partners, LLC 0.01% No change 375 $77K
Fortitude Family Office, LLC 0.03% Add +3.6% 341 $70K
West Paces Advisors Inc. 0.02% No change 334 $69K
IAG Wealth Partners, LLC 0.01% Add +8.5% 331 $68K
Westside Investment Management, Inc. 0.01% Reduce -5.7% 331 $68K
Davis Capital Management 0.06% No change 330 $68K
Loomis Sayles & Co. L P 0.00% Reduce -20.6% 324 $67K
Rise Advisors, LLC 0.03% Add +0.6% 317 $65K
GW&K Investment Management, LLC 0.00% Add +0.3% 314 $65K
Hollencrest Capital Management 0.00% No change 309 $63K
Atala Financial Inc 0.04% — 300 $62K
Sunbelt Securities, Inc. 0.01% Add +568.2% 294 $61K
Financial Network Wealth Advisors LLC 0.11% Reduce -65.2% 291 $60K
Richardson Financial Services Inc. 0.04% Add +349.2% 283 $58K
Bell Investment Advisors, Inc 0.01% Reduce -6.3% 283 $58K
Eastern Bank 0.00% No change 277 $57K
McIlrath & Eck, LLC 0.01% No change 272 $56K
Carolinas Wealth Consulting LLC 0.01% Add +1025.0% 270 $55K
Sierra Ocean, LLC 0.04% — 266 $55K
MPWM Advisory Solutions, LLC 0.04% — 264 $54K
NFSG Corp 0.01% New 260 $53K
Wolff Wiese Magana LLC 0.03% No change 251 $52K
Monetary Management Group Inc. 0.01% No change 250 $51K
Roxbury Financial LLC 0.05% — 228 $50K
Midwest Capital Advisors, LLC 0.04% — 244 $50K
Kestra Investment Management, LLC 0.00% New 242 $50K
Friedenthal Financial 0.03% New 240 $49K
Canton Hathaway, LLC 0.01% No change 240 $49K
Private Wealth Management Group, LLC 0.02% No change 222 $46K
Mendota Financial Group, LLC 0.03% Reduce -54.2% 221 $45K
Knuff & Co LLC 0.01% New 220 $45K
High Note Wealth, LLC 0.01% New 218 $45K
Kennebec Savings Bank 0.04% No change 220 $44K
Medallion Wealth Advisors, LLC 0.02% — 200 $44K
Clean Yield Group 0.01% Add +25.9% 214 $44K
Ancora Advisors LLC 0.00% Add +12.0% 205 $42K
Quarry LP 0.01% Add +51.9% 205 $42K
RE Dickinson Investment Advisors, LLC 0.04% No change 204 $42K
Broadwater Capital Management LLC 0.03% Reduce -50.0% 200 $41K
Elevation Wealth Partners, LLC 0.02% No change 200 $41K
Foster Dykema Cabot & Partners, LLC 0.00% No change 200 $41K
Mowery & Schoenfeld Wealth Management, LLC 0.08% Add +98.0% 198 $41K
Sittner & Nelson, LLC 0.02% No change 192 $39K
Wiser Advisor Group LLC 0.06% No change 190 $39K
Prestige Wealth Management Group LLC 0.01% No change 182 $37K
Main Street Group, LTD 0.02% No change 181 $37K
Campbell Capital Management Inc. 0.01% New 180 $37K
Capstone Investment Advisors, LLC 0.00% Reduce -89.7% 178 $37K
Painted Porch Advisors LLC 0.02% Add +6.0% 177 $36K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.02% — 173 $36K
Gables Capital Management Inc. 0.02% No change 171 $35K
Stance Capital LLC 0.02% — 170 $35K
Dunhill Financial, LLC 0.02% Add +28.2% 168 $35K
Pinnacle Bancorp, Inc. 0.01% Reduce -30.4% 165 $34K
Cedar Mountain Advisors, LLC 0.01% Reduce -15.2% 162 $33K
Compass Financial Services Inc 0.02% — 150 $31K
Boyd Watterson Asset Management LLC 0.01% No change 149 $31K
Transamerica Financial Advisors, LLC 0.00% No change 143 $30K
MCF Advisors LLC 0.00% No change 144 $30K
Valley National Advisers Inc. 0.01% New 145 $29K
Hanson & Doremus Investment Management 0.00% No change 140 $29K
Abound Wealth Management 0.01% Add +2.2% 140 $29K
West Branch Capital LLC 0.01% Add +13.3% 136 $28K
CNB Bank 0.01% Reduce -1.5% 135 $28K
Park Square Financial Group, LLC 0.02% — 134 $28K
Lummis Asset Management, LP 0.03% Reduce -0.8% 128 $26K
Tsfg, LLC 0.01% No change 126 $26K
Marshall Investment Management, LLC 0.01% — 140 $25K
Vega Investment Solutions 0.02% — 122 $25K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -6.3% 119 $24K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $23K
Wintrust Investments LLC 0.02% Reduce -82.3% 110 $22K
Raffa Wealth Management, LLC 0.01% Add +69.8% 107 $22K
Aspect Partners, LLC 0.01% No change 105 $22K
Noble Wealth Management PBC 0.01% — 104 $21K
Sachetta, LLC 0.01% Reduce -33.1% 103 $21K
Bellwether Advisors, LLC 0.00% New 103 $21K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 103 $21K
Beacon Capital Management, LLC 0.00% No change 100 $21K
Silicon Valley Capital Partners 0.00% No change 100 $21K
Godsey & Gibb, Inc. 0.00% No change 100 $21K
Altshuler Shaham Ltd 0.00% Reduce -18.7% 100 $21K
Arlington Trust Co LLC 0.00% Add +31.5% 96 $20K
Pineridge Advisors LLC 0.01% Reduce -4.1% 94 $19K
Whipplewood Advisors, LLC 0.01% — 93 $19K
PFS Partners, LLC 0.01% No change 90 $18K
Barrett & Company, Inc. 0.01% No change 90 $18K
Delta Asset Management LLC 0.00% No change 90 $18K
Tortoise Investment Management, LLC 0.00% Add +8.8% 87 $18K
Asset Dedication, LLC 0.00% No change 84 $17K
Armstrong Advisory Group, Inc. 0.00% New 76 $16K
FLP Wealth Management, LLC 0.04% — 73 $15K
Avion Wealth 0.00% Add +9.1% 72 $14K
Red Tortoise LLC 0.01% No change 67 $14K
Christopher J. Hasenberg, Inc 0.01% No change 65 $13K
REAP Financial Group, LLC 0.00% No change 65 $13K
Decker Retirement Planning Inc. 0.01% — 62 $13K
Cherry Tree Wealth Management, LLC 0.00% No change 55 $11K
Hoey Investments, Inc. 0.00% Add +40.5% 52 $11K
Consultiva Wealth Management, Corp. 0.05% New 51 $10K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% Reduce -99.2% 50 $10K
Your Advocates Ltd., LLP 0.00% No change 50 $10K
Salomon & Ludwin, LLC 0.00% No change 49 $10K
Elequin Capital, LP 0.00% New 48 $10K
Van Hulzen Asset Management, LLC 0.00% New 43 $9K
Fairway Wealth LLC 0.00% New 43 $9K
Bogart Wealth, LLC 0.00% Add +13.2% 43 $9K
SJS Investment Consulting Inc. 0.00% Add +17.1% 41 $8K
ROSS\JOHNSON & Associates LLC 0.19% — 40 $8K
One River Asset Management, LLC 0.01% New 39 $8K
Highline Wealth Partners LLC 0.00% Add +192.3% 38 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 38 $8K
TD Capital Management LLC 0.00% Add +42.3% 37 $8K
Cassady Schiller Wealth Management, LLC 0.00% New 35 $7K
Richard W. Paul & Associates, LLC 0.00% Reduce -97.5% 35 $7K
Tompkins Financial Corp. 0.00% Reduce -91.8% 35 $7K
Mattson Financial Services, LLC 0.00% No change 40 $7K
Valued Wealth Advisors LLC 0.00% Reduce -22.7% 34 $7K
Cornerstone Planning Group LLC 0.00% Add +15.4% 30 $6K
Clark Wealth Partners 0.00% — 30 $6K
Stonebridge Financial Group, LLC 0.00% — 29 $6K
Trifecta Capital Advisors, LLC 0.00% No change 28 $6K
Golden State Wealth Management, LLC 0.00% — 28 $6K
Tidemark, LLC 0.00% New 27 $6K
Rosenberg Matthew Hamilton 0.00% Add +333.3% 26 $5K
Breakwater Investment Management 0.00% No change 25 $5K
Westend Capital Management, LLC 0.00% No change 25 $5K
TFC Financial Management, Inc. 0.00% No change 25 $5K
Riggs Asset Managment Co. Inc. 0.00% No change 23 $5K
Horizon Financial Services, LLC 0.00% New 23 $5K
FSA Wealth Management LLC 0.00% No change 23 $5K
HHM Wealth Advisors, LLC 0.00% New 23 $5K
Ridgewood Investments LLC 0.00% No change 23 $5K
New Millennium Group LLC 0.00% No change 21 $4K
Global Financial Private Client, LLC 0.00% Add +80.0% 18 $4K
Bay Harbor Wealth Management, LLC 0.00% No change 17 $3K
Glen Eagle Advisors, LLC 0.00% No change 16 $3K
WealthTrak Capital Management LLC 0.00% — 15 $3K
Principia Wealth Advisory, LLC 0.00% — 15 $3K
Winnacle Wealth LLC 0.00% — 14 $3K
POM Investment Strategies, LLC 0.00% No change 13 $3K
JDM Financial Group LLC 0.00% No change 13 $3K
PayPay Securities Corp 0.11% New 12 $2K
Lanark Financial, Inc. 0.22% — 11 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $2K
Valley Wealth Managers, Inc. 0.00% No change 10 $2K
Coastline Trust Co 0.00% Reduce -88.1% 10 $2K
1620 Investment Advisors, Inc. 0.00% No change 8 $2K
Vermillion Wealth Management, Inc. 0.00% — 8 $2K
JCIC Asset Management Inc. 0.00% New 8 $2K
Capital A Wealth Management, LLC 0.00% — 7 $1K
Parkworth Wealth Management, Inc. 0.00% — 7 $1K
True Wealth Design, LLC 0.00% New 7 $1K
Redwood Park Advisors LLC 0.00% — 6 $1K
Chesapeake Asset Management LLC 0.00% No change 5 $1K
WestEnd Advisors, LLC 0.00% Add +25.0% 5 $1K
Picton Mahoney Asset Management 0.00% No change 6 $1K
Mainstream Capital Management LLC 0.00% New 4 $822
Activest Wealth Management 0.00% Add +0.0% 4 $822
Sugar Maple Asset Management, LLC 0.00% New 3 $616
Summit Securities Group LLC 0.00% New 2 $411
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $411
Wood Tarver Financial Group, LLC 0.00% — 2 $0

"% of holder's portfolio" is FISV's weight in each manager's 13F, not the share of Fiserv Inc. the manager owns.