General DynamicsGD

13F holders, Q2 2024 (June 30)
1,770holders +18
109new positions
92sold out
10famous investors
$290.04avg. 13F price*

At the end of Q2 2024, 1,770 institutions reported holding General Dynamics Corp. (GD) in their 13F filings, up 18 from Q1 2024. 109 opened new positions and 92 sold out. The largest holders were Longview Asset Management, LLC ($8.2B), Vanguard Group Inc. ($6.4B) and Newport Trust Company, LLC ($4.5B). 10 famous investors held it, including Tom Gayner (1.1% of Markel Group's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
General Dynamics Corp.
Sector
Industrials
CUSIP
369550108
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,752Q1 2024Q2 2024: 1,770Q2 2024Q3 2024: 1,802Q3 2024Q4 2024: 1,848Q4 2024Q1 2025: 1,831Q1 2025Q2 2025: 1,901Q2 2025Q3 2025: 2,028Q3 2025Q4 2025: 2,165Q4 2025Q1 2026: 2,226Q1 2026Q2 2026: 2,219Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions109$201.1M
Exits92$174.1M

All 13F filers, Q1 2024 → Q2 2024: 8,838,766 shares bought and 7,360,784 shares sold, net +1,477,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,770 holders

Longview Asset Management, LLC 96.53% Reduce 0.0% 28,097,732 $8.2B
Vanguard Group Inc. 0.12% Add +1.5% 22,133,938 $6.4B
Newport Trust Company, LLC 11.27% Reduce -1.0% 15,462,857 $4.5B
BlackRock Inc. 0.10% Add +0.7% 14,884,735 $4.3B
Wellington Management Group LLP 0.73% Reduce -2.4% 14,095,712 $4.1B
State Street Corp. 0.13% Add +1.6% 10,001,863 $2.9B
Bank of America Corp. 0.22% Add +6.8% 7,852,517 $2.3B
Massachusetts Financial Services Co. 0.68% Add +4.0% 7,639,758 $2.2B
Wells Fargo & Company 0.47% Reduce -0.3% 6,324,525 $1.8B
Capital Research Global Investors 0.40% Add +14.3% 6,268,434 $1.8B
JPMorgan Chase & Co. 0.15% Add +1.1% 5,821,672 $1.7B
FMR LLC 0.09% Add +29.3% 4,916,073 $1.4B
Geode Capital Management, LLC 0.13% Add +3.5% 4,919,062 $1.4B
T. Rowe Price Associates Inc. 0.16% Reduce -6.2% 4,488,052 $1.3B
Sanders Capital, LLC 1.84% Reduce -1.7% 4,129,063 $1.2B
Morgan Stanley 0.07% Add +2.3% 3,036,218 $880.9M
Aristotle Capital Management, LLC 1.66% Reduce -0.4% 2,959,891 $858.8M
Norges Bank 0.12% Reduce -5.2% 2,754,145 $799.1M
Royal Bank of Canada 0.18% Reduce -13.8% 2,620,813 $760.4M
Northern Trust Corp. 0.11% Add +4.8% 2,345,079 $680.4M
Ameriprise Financial Inc. 0.16% Add +2.4% 2,071,803 $601.8M
Franklin Resources Inc. 0.16% Reduce -1.0% 1,793,692 $520.4M
Invesco Ltd. 0.11% Reduce -1.8% 1,756,472 $509.6M
Bank of New York Mellon Corp 0.09% Add +1.5% 1,606,289 $466.0M
Dimensional Fund Advisors LP 0.11% Add +6.9% 1,485,242 $430.9M
Boston Partners 0.53% Reduce -12.7% 1,466,552 $425.0M
Charles Schwab Investment Management Inc. 0.08% Add +1.7% 1,422,688 $412.8M
Bank of Montreal 0.12% Add +1.1% 1,337,726 $402.4M
HSBC Holdings PLC 0.25% Add +24.3% 1,347,247 $391.1M
Goldman Sachs Group Inc. 0.07% Add +13.4% 1,158,141 $336.0M
Legal & General Group Plc 0.09% Add +1.9% 1,113,477 $323.1M
Nuveen Asset Management, LLC 0.09% Add +21.0% 1,056,200 $306.4M
Janus Henderson Group PLC 0.16% Reduce -49.8% 1,053,562 $305.7M
California Public Employees Retirement System 0.20% Reduce -1.8% 921,744 $267.4M
Envestnet Asset Management Inc. 0.09% Add +1.0% 870,968 $252.7M
UBS Group AG 0.08% Reduce -1.0% 854,320 $247.9M
First Trust Advisors LP 0.25% Reduce -16.5% 829,851 $240.8M
Primecap Management Co. 0.17% Reduce -3.5% 806,450 $234.0M
Cullen Capital Management, LLC 2.64% Reduce -6.0% 789,732 $229.1M
Swiss National Bank 0.14% Reduce -0.8% 689,546 $200.1M
Barclays PLC 0.09% Reduce -33.0% 658,513 $191.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +26.8% 637,321 $184.9M
ProShare Advisors LLC 0.49% Reduce -6.5% 635,050 $184.3M
Manufacturers Life Insurance Company, The 0.17% Reduce -29.8% 631,746 $183.3M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -5.2% 583,550 $169.3M
Capital International Investors 0.03% Add +0.0% 574,285 $166.6M
Two Sigma Investments, LP 0.40% Add +5.7% 563,102 $163.4M
Rhumbline Advisers 0.14% Add +1.9% 503,158 $146.0M
New York State Common Retirement Fund 0.17% Add +7.5% 449,807 $130.5M
Raymond James & Associates 0.08% Reduce -2.5% 441,086 $128.0M
AQR Capital Management 0.20% Reduce -9.6% 440,434 $127.8M
LPL Financial LLC 0.06% Add +5.7% 421,733 $122.4M
Hotchkis & Wiley Capital Management LLC 0.43% Reduce -2.7% 420,059 $121.9M
Citadel Advisors 0.12% Add +481.9% 419,218 $121.6M
National Pension Service 0.14% Add +0.2% 409,385 $118.8M
Public Employees Retirement Association of Colorado 0.50% Add +20.1% 408,649 $118.6M
Two Sigma Advisers, LP 0.26% Add +92.2% 395,600 $114.8M
Markel Group 1.12% No change 391,000 $113.4M
Thrivent Financial for Lutherans 0.23% Reduce -21.0% 384,682 $111.6M
California State Teachers Retirement System 0.14% Add +1.5% 384,600 $111.6M
Westwood Holdings Group Inc. 0.92% Add +174.8% 384,151 $111.5M
1832 Asset Management L.P. 0.20% Add +2189.3% 374,207 $108.6M
Blair William & Co. 0.31% Add +8.4% 348,825 $101.2M
Russell Investments Group, Ltd. 0.16% Add +2.1% 345,251 $100.2M
Victory Capital Management Inc. 0.10% Add +2.7% 344,761 $100.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +13.0% 333,051 $96.6M
Deutsche Bank AG 0.04% Reduce -36.8% 313,472 $91.0M
BNP Paribas Financial Markets 0.10% Add +44.9% 313,164 $90.9M
Truist Financial Corp. 0.14% Add +0.1% 306,883 $89.0M
Zacks Investment Management 0.93% Add +5.1% 283,579 $82.3M
Stifel Financial Corp. 0.09% Reduce -0.7% 278,920 $80.9M
Pzena Investment Management LLC 0.28% No change 270,352 $78.4M
Raymond James Financial Services Advisors, Inc. 0.11% Add +0.6% 265,962 $77.2M
Penserra Capital Management LLC 0.96% Reduce -29.6% 262,690 $76.2M
Equity Investment Corp. 1.94% Reduce -28.5% 262,062 $76.0M
Bahl & Gaynor LLC 0.42% Add +55.6% 262,061 $76.0M
Natixis Advisors, LLC 0.16% Reduce -0.4% 259,098 $75.2M
Alliancebernstein L.P. 0.03% Add +1.0% 257,630 $74.7M
Principal Financial Group Inc. 0.04% Reduce -0.3% 253,190 $73.5M
Saratoga Research & Investment Management 3.33% Reduce -3.1% 252,054 $73.1M
Sei Investments Co. 0.10% Reduce -5.6% 239,156 $69.4M
State Board of Administration of Florida Retirement System 0.13% Reduce -10.9% 234,170 $67.9M
HighTower Advisors, LLC 0.10% Add +4.1% 228,900 $66.5M
Balyasny Asset Management L.P. 0.17% Reduce -58.8% 228,855 $66.4M
Earnest Partners LLC 0.31% Reduce -0.1% 226,145 $65.6M
Fifth Third Bancorp 0.25% Add +3.4% 224,622 $65.2M
New York State Teachers Retirement System 0.14% Reduce -2.9% 224,192 $65.0M
Citigroup Inc. 0.06% Add +33.9% 224,095 $65.0M
PNC Financial Services Group, Inc. 0.04% Reduce -3.5% 223,136 $64.7M
Janney Montgomery Scott LLC 0.19% Reduce -2.4% 211,293 $61.3M
Caisse de depot et placement du Quebec 0.14% Add +93.8% 203,052 $58.9M
Natixis 0.37% Add +492.5% 202,613 $58.8M
Canada Pension Plan Investment Board 0.05% Reduce -4.5% 190,610 $55.3M
Nomura Asset Management Co. Ltd. 0.19% Add +4.9% 186,987 $54.3M
Regions Financial Corp. 0.41% Reduce -1.6% 184,862 $53.6M
Capitolis Liquid Global Markets LLC 0.63% New 175,000 $50.8M
Prudential Financial Inc. 0.08% Reduce -29.3% 173,804 $50.4M
Korea Investment CORP 0.12% Add +16.1% 165,142 $47.9M
Focus Partners Wealth 0.16% Add +100.6% 161,412 $46.8M
Clark Capital Management Group, Inc. 0.33% Add +20.7% 156,045 $45.3M
Jane Street Group, LLC 0.05% Add +202.8% 156,010 $45.3M
Wealth Enhancement Advisory Services, LLC 0.10% Add +3.0% 152,106 $44.1M
Commonwealth Equity Services, LLC 0.07% Reduce -3.1% 150,498 $43.7M
Allspring Global Investments Holdings, LLC 0.07% Reduce -5.9% 150,054 $43.5M
Vest Financial, LLC 1.04% Add +5.4% 149,874 $43.5M
Bartlett & Co. Wealth Management LLC 0.65% Reduce -0.1% 147,362 $42.8M
Polaris Capital Management, LLC 2.22% Reduce -3.1% 142,764 $41.4M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +1.0% 142,223 $41.3M
Henshaw Capital LLC 1.86% No change 142,150 $41.2M
Qube Research & Technologies Ltd 0.08% Reduce -47.3% 140,877 $40.9M
Treasurer of the State of North Carolina 0.17% Add +14.8% 139,231 $40.4M
Peapack Gladstone Financial Corp. 0.61% Reduce -0.2% 136,705 $39.7M
Ancora Advisors LLC 0.97% Add +0.5% 135,521 $39.3M
HM Payson & Co. 0.71% Reduce -0.4% 134,030 $38.9M
State of Wisconsin Investment Board 0.10% Reduce -0.3% 126,297 $36.6M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -1.3% 125,508 $36.4M
Edgar Lomax Co. 2.36% Reduce -1.3% 125,389 $36.4M
Morningstar Investment Services LLC 0.39% Add +0.3% 124,200 $36.3M
Public Employees Retirement System of Ohio 0.14% Add +6.5% 123,849 $35.9M
Randolph Co Inc 4.39% Add +0.7% 123,289 $35.8M
Oppenheimer Asset Management Inc. 0.46% Add +10.9% 123,095 $35.7M
Corient Private Wealth LP 0.06% Reduce -0.1% 120,504 $35.0M
Toronto Dominion Bank 0.06% Reduce -31.6% 118,815 $34.5M
Smith Chas P & Associates Pa Cpas 2.04% Add +4.0% 118,662 $34.4M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.04% Add +1658.0% 118,662 $34.4M
Conning Inc. 1.28% Reduce -9.0% 118,052 $34.2M
Barrow Hanley Mewhinney & Strauss LLC 0.12% Reduce -2.5% 116,241 $33.7M
US Bancorp \de 0.05% Reduce -0.3% 116,184 $33.7M
Voya Investment Management LLC 0.04% Reduce -3.6% 115,951 $33.6M
Kornitzer Capital Management Inc. 0.64% Reduce -1.0% 115,763 $33.6M
State of Tennessee, Department of Treasury 0.12% Add +18.6% 114,016 $33.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% — 112,113 $32.5M
Neuberger Berman Group LLC 0.03% Reduce -1.4% 109,930 $31.9M
Azimuth Capital Investment Management LLC 1.29% Add +33.5% 109,590 $31.8M
Royal London Asset Management Ltd. 0.08% Add +5.1% 109,364 $31.7M
Sabal Trust CO 1.88% Reduce -3.3% 109,128 $31.7M
Rockefeller Capital Management L.P. 0.09% Add +15.0% 108,869 $31.6M
United Capital Financial Advisors, LLC 0.27% Reduce -6.1% 108,443 $31.5M
Epoch Investment Partners, Inc. 0.14% Reduce -3.3% 108,095 $31.4M
Florida Trust Wealth Management Co 1.07% Add +1.4% 107,751 $31.3M
Osaic Holdings, Inc. 0.07% Add +7.1% 105,785 $30.7M
Teacher Retirement System of Texas 0.17% Reduce -4.8% 105,509 $30.6M
Los Angeles Capital Management LLC 0.10% Reduce -23.4% 100,418 $29.1M
Main Street Research LLC 1.87% Add +3.4% 97,664 $28.3M
Martingale Asset Management L P 0.61% Reduce -7.5% 97,205 $28.2M
Cetera Investment Advisers 0.06% Reduce -1.3% 95,305 $27.7M
TD Waterhouse Canada Inc. 0.25% Add +6.3% 95,778 $27.6M
Baird Financial Group, Inc. 0.06% Reduce -0.1% 93,639 $27.2M
Mackenzie Financial Corp. 0.04% Reduce -2.8% 90,662 $26.3M
Confluence Investment Management LLC 0.37% Reduce -0.6% 88,756 $25.8M
U S Global Investors Inc. 2.44% Reduce -9.3% 85,831 $25.7M
Nisa Investment Advisors, LLC 0.16% Add +0.7% 87,787 $25.5M
Adams Diversified Equity Fund, Inc. 0.87% New 87,500 $25.4M
Chilton Capital Management LLC 1.13% Add +3.1% 87,103 $25.3M
National Bank of Canada 0.04% Add +15.1% 87,057 $25.1M
Becker Capital Management Inc. 0.86% Reduce -2.6% 86,241 $25.0M
State of New Jersey Common Pension Fund D 0.11% Reduce -34.4% 85,563 $24.8M
TD Asset Management Inc 0.02% Add +4.7% 84,907 $24.6M
Asset Management One Co., Ltd. 0.09% Reduce -2.7% 84,570 $24.5M
D.A. Davidson & Co. 0.22% Add +2.4% 84,141 $24.4M
Sanctuary Advisors, LLC 0.18% — 84,902 $24.1M
Cambridge Investment Research Advisors, Inc. 0.09% Add +5.5% 82,261 $23.9M
Schonfeld Strategic Advisors LLC 0.18% Add +284.6% 82,065 $23.8M
Resona Asset Management Co.,Ltd. 0.14% Add +8.8% 81,888 $23.8M
Millennium Management 0.02% Reduce -69.8% 81,098 $23.5M
Kestra Advisory Services, LLC 0.13% Add +65.0% 81,923 $23.5M
Susquehanna Fundamental Investments, LLC 0.52% Add +520.0% 77,742 $22.6M
Macquarie Group Ltd. 0.03% Reduce -22.5% 77,437 $22.5M
Junto Capital Management LP 0.49% Reduce -31.3% 76,931 $22.3M
STRS Ohio 0.09% Add +7.4% 76,541 $22.2M
Synovus Financial Corp. 0.29% Add +90.7% 76,402 $22.2M
Professional Advisory Services Inc. 2.78% Reduce -3.4% 75,901 $22.0M
Comerica Bank 0.09% Reduce -3.0% 74,214 $21.5M
GW Henssler & Associates Ltd. 1.28% Reduce -1.6% 73,389 $21.3M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -40.5% 72,689 $21.1M
Cwm, LLC 0.10% Reduce -3.5% 72,176 $20.9M
Guggenheim Capital LLC 0.15% Reduce -9.7% 71,347 $20.7M
Clough Capital Partners L P 2.24% Reduce -6.3% 70,845 $20.6M
Arvest Trust Co. N A 1.21% Reduce -4.3% 70,213 $20.4M
Thomasville National Bank 1.62% Add +1.4% 69,637 $20.2M
CANADA LIFE ASSURANCE Co 0.04% Add +11.1% 69,390 $20.2M
Distillate Capital Partners LLC 1.04% — 67,667 $19.6M
Arizona State Retirement System 0.13% Add +1.4% 67,514 $19.6M
Busey Bank 0.66% Add +2.2% 66,629 $19.3M
Pinnacle Financial Partners Inc 0.41% Add +0.3% 66,713 $18.9M
MML Investors Services, LLC 0.07% Reduce -3.2% 62,822 $18.2M
State of Michigan Retirement System 0.09% Add +0.2% 62,312 $18.1M
MetLife Investment Management, LLC 0.11% Add +14.9% 61,463 $17.8M
Bokf, NA 0.32% Reduce -1.5% 60,723 $17.6M
Commerce Bank 0.11% Reduce -5.2% 60,685 $17.6M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -2.1% 60,231 $17.5M
Mariner, LLC 0.03% Add +3.0% 59,858 $17.4M
Lido Advisors, LLC 0.14% Add +9.1% 59,589 $17.3M
NorthCrest Asset Manangement, LLC 0.57% Add +1.1% 59,059 $17.1M
Moran Wealth Management, LLC 0.56% Reduce -0.1% 58,684 $17.0M
Public Sector Pension Investment Board 0.11% Add +1230.9% 58,055 $16.8M
Vident Advisory, LLC 0.46% Reduce -47.2% 57,465 $16.7M
Edgemoor Investment Advisors, Inc. 1.56% Add +1.7% 57,386 $16.7M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -68.3% 57,341 $16.6M
Susquehanna International Group, LLP 0.03% Reduce -0.4% 57,300 $16.6M
Dearborn Partners LLC 0.71% Add +0.3% 56,892 $16.5M
Corebridge Financial, Inc. 0.09% — 56,343 $16.3M
Torray Investment Partners LLC 2.43% No change 56,115 $16.3M
Teachers Retirement System of the State of Kentucky 0.14% Add +11.6% 55,551 $16.1M
Oakworth Capital, Inc. 1.18% Reduce -1.3% 55,416 $16.1M
Nixon Peabody Trust Co. 1.43% Reduce -3.5% 55,308 $16.0M
Roffman Miller Associates Inc. 1.05% Add +11.7% 55,105 $16.0M
O'shaughnessy Asset Management, LLC 0.16% Add +10.3% 55,055 $16.0M
ExodusPoint Capital Management, LP 0.17% Add +317.5% 54,838 $15.9M
Willis Investment Counsel 1.08% No change 53,903 $15.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +9.5% 53,875 $15.6M
Cerity Partners LLC 0.04% Reduce -16.5% 53,702 $15.6M
M&T Bank Corp 0.05% Reduce -0.2% 53,607 $15.6M
Yousif Capital Management, LLC 0.17% Reduce -5.3% 53,056 $15.4M
South Dakota Investment Council 0.31% Reduce -1.2% 52,226 $15.2M
Edge Wealth Management LLC 3.17% Reduce -2.4% 51,955 $15.1M
Rothschild Investment LLC 1.03% Reduce -0.8% 51,210 $14.9M
Sit Investment Associates Inc. 0.34% Add +9.0% 51,062 $14.8M
CIBC Asset Management Inc 0.05% Reduce -3.4% 50,981 $14.8M
Brandes Investment Partners, LP 0.18% Reduce -7.2% 50,728 $14.7M
Kestra Private Wealth Services, LLC 0.29% Reduce -3.2% 50,713 $14.7M
Assetmark, Inc. 0.05% Add +28.4% 50,247 $14.6M
Retirement Systems of Alabama 0.06% Add +0.1% 50,153 $14.6M
United Bank 1.81% Reduce -8.2% 50,139 $14.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Add +0.2% 49,939 $14.5M
DRH Investments, Inc. 15.64% Reduce -14.8% 49,742 $14.4M
Pictet Asset Management Holding SA 0.02% Add +3.2% 49,595 $14.4M
Cresset Asset Management, LLC 0.06% Add +17.0% 49,535 $14.4M
Amalgamated Bank 0.12% Add +1.5% 48,426 $14.1M
Brown Advisory Inc. 0.02% Add +0.3% 48,406 $14.0M
Twin Tree Management, LP 0.40% New 47,398 $13.8M
Steward Partners Investment Advisory, LLC 0.14% Reduce -4.0% 45,262 $13.1M
Cibc World Market Inc. 0.03% Reduce -3.3% 45,185 $13.1M
Creative Planning 0.01% Add +4.6% 45,042 $13.1M
Utah Retirement Systems 0.16% Add +6.1% 45,019 $13.1M
Calamos Advisors LLC 0.09% Reduce -36.6% 44,900 $13.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +60.6% 44,608 $12.9M
Palisade Asset Management, LLC 1.33% Reduce -0.7% 44,415 $12.9M
Weybosset Research & Management LLC 4.79% Reduce -2.9% 44,058 $12.8M
Scopus Asset Management, L.P. 0.40% Add +35.7% 43,728 $12.7M
Holowesko Partners Ltd. 7.12% Reduce -45.7% 43,520 $12.6M
Czech National Bank 0.14% Add +8.4% 43,324 $12.6M
Dakota Wealth Management 0.30% Reduce -1.4% 43,242 $12.5M
CHURCHILL MANAGEMENT Corp 0.15% Add +2.3% 42,625 $12.4M
Fulton Breakefield Broenniman LLC 0.91% Add +0.2% 42,403 $12.3M
Swiss Life Asset Management Ltd 0.14% Add +5.9% 42,338 $12.3M
Pinnacle Associates Ltd. 0.19% Add +0.8% 41,958 $12.2M
Atria Investments, Inc 0.16% Reduce -4.4% 41,656 $12.1M
Hendershot Investments Inc. 1.73% Reduce -0.6% 41,600 $12.1M
Benjamin F. Edwards & Company, Inc. 0.21% Add +2.2% 41,594 $12.1M
Ensign Peak Advisors, Inc 0.02% Reduce -3.9% 40,786 $11.8M
Howe & Rusling Inc. 1.08% Reduce -0.1% 40,684 $11.8M
Robeco Institutional Asset Management B.V. 0.02% Add +1.3% 39,124 $11.4M
Running Oak Capital LLC 1.75% Add +3.4% 38,792 $11.3M
Townsquare Capital LLC 0.15% Add +3.0% 38,533 $11.2M
&partners 0.49% Add +666.0% 38,471 $11.2M
NewEdge Advisors, LLC 0.08% Add +19.5% 38,038 $11.0M
Richard C. Young & CO., LTD. 1.34% Add +2.0% 37,983 $11.0M
Palisade Capital Management, LP 0.34% Reduce -5.0% 37,933 $11.0M
Captrust Financial Advisors 0.04% Reduce -0.6% 37,714 $10.9M
Jones Financial Companies LLLP 0.01% Add +52.0% 37,665 $10.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -0.6% 37,648 $10.9M
Crossmark Global Holdings, Inc. 0.21% Reduce -2.8% 37,547 $10.9M
UMB Bank, n.a. 0.18% Add +3.2% 37,531 $10.9M
Rafferty Asset Management, LLC 0.04% Add +3.6% 36,917 $10.7M
Thomas Story & Son LLC 4.60% No change 36,721 $10.7M
Miramar Capital, LLC 2.66% Reduce -0.2% 36,650 $10.6M
U.S. Capital Wealth Advisors, LLC 0.41% Reduce -0.7% 36,642 $10.6M
Holocene Advisors, LP 0.04% Add +654.0% 36,503 $10.6M
Point72 Asset Management 0.03% New 36,097 $10.5M
Mattern Capital Management, LLC 1.42% Reduce -1.5% 35,533 $10.3M
Cadence Bank 0.77% Add +3.5% 35,314 $10.2M
Narwhal Capital Management 0.97% Add +8.0% 35,186 $10.2M
Van Eck Associates Corp. 0.01% Add +4.1% 35,012 $10.2M
Vaughan David Investments LLC 0.26% Reduce -5.6% 34,947 $10.1M
Haverford Trust Co 0.11% Add +6.8% 34,770 $10.1M
Mercer Global Advisors Inc. 0.03% Reduce -1.8% 34,686 $10.1M
Paradiem, LLC 2.48% Add +6.4% 34,048 $9.9M
Allen Investment Management, LLC 0.12% No change 33,954 $9.9M
Oppenheimer & Co. Inc. 0.16% Reduce -2.9% 33,711 $9.8M
State of Alaska, Department of Revenue 0.11% Reduce -0.6% 33,496 $9.7M
One Capital Management, LLC 0.33% Add +2.9% 33,487 $9.7M
Kingdon Capital Management, L.L.C. 1.49% Reduce -13.1% 33,200 $9.6M
DAVENPORT & Co LLC 0.06% Add +2.7% 32,365 $9.4M
HRT Financial LP 0.05% Add +241.6% 32,335 $9.4M
Orion Porfolio Solutions, LLC 0.10% Reduce -4.9% 31,891 $9.3M
Orion Portfolio Solutions, LLC 0.10% Reduce -4.9% 31,891 $9.3M
SG Americas Securities, LLC 0.06% Reduce -36.9% 31,641 $9.2M
Amica Mutual Insurance Co. 0.91% Add +4.1% 31,620 $9.2M
Xponance LLC 0.09% Reduce -13.1% 31,516 $9.1M
Morgan Dempsey Capital Management LLC 3.05% Reduce -14.6% 31,454 $9.1M
New York Life Investment Management LLC 0.09% Add +0.7% 31,192 $9.1M
HB Wealth Management, LLC 0.11% Add +1.7% 31,174 $9.0M
Glenmede Trust Co. NA 0.05% Add +0.0% 31,080 $9.0M
Advisors Asset Management, Inc. 0.17% Add +1.7% 30,708 $8.9M
ING Groep NV 0.05% Reduce -1.7% 30,594 $8.9M
Susquehanna Portfolio Strategies, LLC 0.36% Reduce -73.8% 30,357 $8.8M
Vontobel Holding Ltd. 0.03% Add +30.1% 30,118 $8.7M
Marshall Wace, LLP 0.01% Reduce -48.5% 29,934 $8.7M
Teza Capital Management LLC 1.06% Add +12.9% 29,816 $8.7M
Weatherly Asset Management L. P. 0.79% Reduce -0.0% 29,724 $8.6M
Cibc World Markets Corp. 0.06% Add +28.8% 29,613 $8.6M
ProVise Management Group, LLC 0.73% Add +1.2% 29,384 $8.5M
Pathstone Holdings, LLC 0.04% Add +2.2% 29,191 $8.5M
Mutual of America Capital Management LLC 0.09% Reduce -3.7% 28,638 $8.3M
Fiduciary Trust Co 0.12% Reduce -0.5% 28,603 $8.3M
Nissay Asset Management Corp. /Japan 0.05% Add +2.8% 28,498 $8.3M
Investment Management Associates Inc. 2.84% Add +0.1% 28,479 $8.3M
Amundi 0.00% Add +20.5% 28,749 $8.2M
Bank of Nova Scotia 0.02% Reduce -18.4% 28,130 $8.2M
Martin Capital Partners, LLC 3.29% Reduce -3.0% 28,059 $8.1M
Eliot Finkel Investment Counsel, LLC 5.35% Reduce -0.6% 27,977 $8.1M
Vanguard Personalized Indexing Management, LLC 0.15% Add +14.0% 27,802 $8.1M
Apella Capital, LLC 0.36% Reduce -0.1% 28,801 $8.1M
Principle Wealth Partners LLC 0.61% Add +0.5% 27,732 $8.0M
Sequoia Financial Advisors, LLC 0.10% Add +7.3% 27,503 $8.0M
OneDigital Investment Advisors LLC 0.10% Add +3.2% 27,203 $7.9M
Martin Investment Management, LLC 2.01% Reduce -4.2% 27,002 $7.8M
Founders Capital Management, LLC 1.40% Reduce -0.3% 26,701 $7.7M
CENTRAL TRUST Co 0.19% Reduce -0.8% 26,676 $7.7M
Marks Group Wealth Management, Inc 0.81% Reduce -1.0% 26,589 $7.7M
Walleye Capital LLC 0.09% Add +131470.0% 26,314 $7.6M
Ieq Capital, LLC 0.10% Add +17.0% 26,287 $7.6M
Atria Wealth Solutions, Inc. 0.08% Add +1.9% 26,116 $7.6M
Stonebridge Capital Management Inc. 3.22% Reduce -0.3% 25,973 $7.5M
Mediolanum International Funds Ltd 0.12% Reduce -11.2% 27,590 $7.5M
Kesler, Norman & Wride, LLC 1.58% Reduce -6.7% 25,746 $7.5M
Tompkins Financial Corp. 0.77% Reduce -1.5% 25,461 $7.4M
Trajan Wealth LLC 0.47% Add +3.7% 25,362 $7.4M
Advisory Services Network, LLC 0.15% Add +0.5% 25,362 $7.4M
Matrix Asset Advisors Inc. 0.88% Reduce -27.8% 25,360 $7.4M
Capital City Trust Co. 1.99% Add +0.1% 25,258 $7.3M
Daiwa Securities Group Inc. 0.04% Add +10.9% 25,204 $7.3M
Intrust Bank NA 0.77% Add +0.1% 25,079 $7.3M
Sheaff Brock Investment Advisors, LLC 0.67% Reduce -4.8% 24,851 $7.2M
Allworth Financial LP 0.05% Add +1.1% 24,939 $7.2M
Prospector Partners LLC 0.85% Reduce -1.7% 24,700 $7.2M
Renaissance Investment Group LLC 1.55% Add +1.7% 25,533 $7.1M
Studio Investment Management LLC 1.62% Add +2.0% 24,511 $7.1M
Gotham Asset Management 0.09% Reduce -42.1% 24,504 $7.1M
Wealthfront Advisers LLC 0.02% Add +0.6% 24,313 $7.1M
IFM Investors Pty Ltd 0.07% Add +4.7% 24,119 $7.0M
Pacer Advisors, Inc. 0.02% Reduce -6.8% 24,062 $7.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +4.0% 23,878 $6.9M
Citizens Financial Group Inc. 0.15% Add +0.7% 23,568 $6.8M
Schroder Investment Management Group 0.01% Add +21.1% 23,291 $6.8M
Hudson Bay Capital Management LP 0.06% New 23,000 $6.7M
Perennial Advisors, LLC 1.49% Add +0.3% 22,852 $6.6M
King Luther Capital Management Corp. 0.03% Add +0.5% 22,798 $6.6M
United Capital Management of KS, Inc. 1.45% Add +1.4% 22,724 $6.6M
Tower Research Capital LLC (TRC) 0.11% Add +84.1% 22,535 $6.5M
Brookstone Capital Management 0.11% Add +4.3% 22,288 $6.5M
Credit Agricole S A 0.04% Add +60.1% 22,080 $6.4M
Foster & Motley Inc. 0.44% Reduce -8.6% 22,008 $6.4M
Jump Financial, LLC 0.13% Add +87.8% 21,943 $6.4M
Toth Financial Advisory Corp. 0.81% Add +0.4% 21,919 $6.4M
Bfsg, LLC 0.80% Reduce -0.6% 21,847 $6.3M
Raymond James Trust N.A. 0.15% Reduce -1.8% 21,820 $6.3M
Greatmark Investment Partners, Inc. 0.92% Reduce -1.2% 21,734 $6.3M
Apollon Wealth Management, LLC 0.19% Reduce -6.7% 21,686 $6.3M
Richard Bernstein Advisors LLC 0.14% No change 21,414 $6.2M
Hantz Financial Services, Inc. 0.12% Reduce -3.2% 21,312 $6.2M
Maryland State Retirement & Pension System 0.11% Add +11.7% 21,282 $6.2M
Mizuho Markets Americas LLC 0.17% Reduce -45.0% 21,225 $6.2M
Great Lakes Advisors, LLC 0.05% Reduce -10.3% 21,162 $6.1M
Aquatic Capital Management LLC 0.23% Reduce -46.8% 21,040 $6.1M
GHP Investment Advisors, Inc. 0.30% Add +1.1% 20,884 $6.1M
Independent Advisor Alliance 0.21% Add +3.9% 20,711 $6.0M
WoodTrust Financial Corp 0.93% Add +0.0% 20,666 $6.0M
Avantax Advisory Services, Inc. 0.04% Add +38.0% 20,601 $6.0M
Cornerstone Advisors, LLC 0.24% No change 20,600 $6.0M
Glassy Mountain Advisors, Inc. 2.19% Reduce -1.5% 20,364 $5.9M
Strategy Asset Managers LLC 1.31% Add +10.9% 27,434 $5.9M
CPC Advisors, LLC 0.97% New 20,339 $5.9M
CX Institutional 0.27% Reduce -3.6% 20,183 $5.9M
Canal Capital Management, LLC 1.00% Reduce -0.7% 20,165 $5.9M
KCM Investment Advisors LLC 0.21% Add +0.3% 20,004 $5.8M
McKinley Capital Management LLC 1.02% Add +8.6% 20,003 $5.8M
Canal Insurance CO 1.53% No change 20,000 $5.8M
Orion Investment Co 2.31% — 19,974 $5.8M
Bogart Wealth, LLC 0.29% Reduce -37.3% 19,785 $5.7M
Community Bank & Trust, Waco, Texas 1.42% Add +0.5% 19,638 $5.7M
Oregon Public Employees Retirement Fund 0.11% Add +0.7% 19,524 $5.7M
Aberdeen Group plc 0.01% Reduce -64.4% 19,424 $5.6M
Quantinno Capital Management LP 0.10% Add +13.9% 19,313 $5.6M
Tradewinds, LLC. 1.72% New 19,242 $5.6M
Financial & Tax Architects, LLC 1.50% Reduce -5.4% 19,226 $5.6M
FFG Partners, LLC 2.34% New 19,207 $5.6M
Seven Eight Capital, LP 0.58% New 19,203 $5.6M
QRG Capital Management, Inc. 0.07% Add +2.6% 19,079 $5.5M
Man Group plc 0.01% Add +52.1% 18,985 $5.5M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -12.5% 18,912 $5.5M
Verition Fund Management LLC 0.05% Reduce -52.0% 18,713 $5.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.62% No change 18,600 $5.4M
WESPAC Advisors SoCal, LLC 1.35% Add +15.7% 18,493 $5.4M
Logan Capital Management Inc. 0.23% Reduce -3.8% 18,367 $5.3M
First American Trust, FSB 0.52% Add +4.0% 17,943 $5.2M
EP Wealth Advisors, LLC 0.05% Add +36.2% 17,740 $5.1M
Barometer Capital Management Inc. 1.97% Reduce -3.9% 17,686 $5.1M
Quantbot Technologies LP 0.25% Add +121.7% 17,526 $5.1M
Mizuho Securities USA LLC 0.11% New 17,526 $5.1M
Integrated Advisors Network LLC 0.26% Reduce -4.6% 17,365 $5.0M
Heirloom Wealth Management 1.63% Add +0.6% 17,340 $5.0M
NBT Bank, N.A. 0.36% Add +137.2% 17,283 $5.0M
Alkeme Wealth, LLC 2.38% Reduce -4.2% 17,209 $5.0M
Arkadios Wealth Advisors 0.34% Add +0.0% 17,201 $5.0M
Huntington National Bank 0.05% Add +4.4% 17,177 $5.0M
Kentucky Retirement Systems 0.14% Reduce -0.6% 17,133 $5.0M
Keybank National Association 0.02% Reduce -0.2% 17,115 $5.0M
Woodley Farra Manion Portfolio Management Inc. 0.27% Reduce -0.4% 17,092 $5.0M
NorthCoast Asset Management LLC 0.04% Add +4.0% 17,069 $5.0M
MBB Public Markets I LLC 0.10% New 16,927 $4.9M
Benson Investment Management Company, Inc. 2.03% Reduce -0.1% 16,926 $4.9M
Wedbush Securities Inc. 0.18% Add +0.0% 16,873 $4.9M
Equitable Trust Co. 0.34% Add +2069.9% 16,817 $4.9M
Private Advisor Group, LLC 0.03% Reduce -3.7% 16,793 $4.9M
Unison Advisors LLC 0.61% Add +0.5% 16,766 $4.9M
CI Investments Inc. 0.02% Add +176.6% 16,733 $4.9M
Point72 Hong Kong Ltd 0.29% Reduce -53.6% 16,662 $4.8M
Stephens Inc. 0.07% Reduce -3.0% 16,518 $4.8M
Ameritas Investment Partners, Inc. 0.16% Add +0.0% 16,367 $4.7M
Watchman Group, Inc. 1.52% Reduce -2.2% 16,363 $4.7M
Essex Financial Services, Inc. 0.35% Add +35.3% 16,242 $4.7M
Stansberry Asset Management, LLC 0.66% Add +157.9% 16,219 $4.7M
Dana Investment Advisors, Inc. 0.16% New 16,189 $4.7M
Cary Street Partners Investment Advisory LLC 0.19% Add +0.9% 16,093 $4.7M
MainStreet Investment Advisors LLC 0.57% Reduce -10.0% 16,040 $4.7M
Equitable Holdings, Inc. 0.05% Add +4.4% 16,039 $4.7M
Altrius Capital Management Inc 1.22% Add +0.3% 15,999 $4.6M
Institutional & Family Asset Management, LLC 0.71% Reduce -3.1% 15,930 $4.6M
Leelyn Smith, LLC 0.89% Reduce -0.9% 15,885 $4.6M
Parallax Volatility Advisers, L.P. 0.13% Reduce -64.4% 15,797 $4.6M
Northcape Wealth Management, LLC 1.65% Reduce -1.5% 15,794 $4.6M
Argent Trust Co 0.20% Add +3.6% 15,789 $4.6M
Arvest Investments, Inc. 0.73% Reduce -2.6% 15,787 $4.6M
KMG Fiduciary Partners, LLC 0.45% Add +0.9% 15,616 $4.5M
Bontempo Ohly Capital Mgmt LLC 2.26% Reduce -0.6% 15,613 $4.5M
Burney Co./ 0.17% Reduce -7.0% 15,613 $4.5M
Webster Bank, N. A. 0.49% Reduce -0.3% 15,411 $4.5M
Soltis Investment Advisors LLC 0.47% Reduce -24.9% 15,247 $4.4M
Rockline Wealth Management, LLC 1.36% Add +1.9% 15,217 $4.4M
Valley Wealth Managers, Inc. 0.35% Reduce -13.0% 15,036 $4.4M
Prime Capital Investment Advisors, LLC 0.06% Reduce -17.9% 15,009 $4.4M
MassMutual Private Wealth & Trust, FSB 0.13% Reduce -6.6% 14,956 $4.3M
Focus Partners Advisor Solutions, LLC 0.11% Reduce -0.3% 14,681 $4.3M
Albar Capital Ltd 0.65% New 14,655 $4.3M
Hartford Investment Management Co. 0.15% Reduce -0.6% 14,579 $4.2M
Murphy Pohlad Asset Management LLC 1.82% Reduce -5.1% 14,570 $4.2M
Kensington Investment Counsel, LLC 1.85% Add +4.8% 14,447 $4.2M
Manhattan West Asset Management, LLC 1.12% Reduce -12.4% 14,325 $4.2M
Spectrum Asset Management, Inc. (NB/CA) 1.92% Reduce -0.2% 14,307 $4.2M
Somerset Trust Co 1.70% Reduce -0.4% 14,282 $4.1M
Bessemer Group Inc. 0.01% Add +1.0% 14,249 $4.1M
USS Investment Management Ltd 0.03% No change 14,100 $4.1M
American Century Companies Inc. 0.00% Reduce -93.1% 13,969 $4.1M
Park National Corp. 0.15% Reduce -0.9% 13,848 $4.0M
Bath Savings Trust Co 0.43% Reduce -0.3% 13,815 $4.0M
Brady Family Wealth, LLC 1.28% Reduce -0.1% 13,713 $4.0M
Prudential PLC 0.03% Add +52.9% 13,700 $4.0M
Global Wealth Management Investment Advisory, Inc. 0.92% Add +3.4% 13,632 $4.0M
Concurrent Investment Advisors, LLC 0.13% Add +30.4% 13,616 $4.0M
Beaumont Financial Advisors, LLC 0.31% Reduce -31.7% 13,543 $3.9M
Essex LLC 0.87% Add +0.6% 13,474 $3.9M
Hunter Perkins Capital Management, LLC 0.82% Reduce -1.5% 13,418 $3.9M
NovaPoint Capital, LLC 1.30% Add +2.4% 13,202 $3.8M
Linscomb Wealth, Inc. 0.20% Add +0.2% 13,061 $3.8M
Securian Asset Management, Inc. 0.11% Reduce -2.8% 13,041 $3.8M
Strategic Blueprint, LLC 0.26% Add +0.2% 13,041 $3.8M
Canandaigua National Bank & Trust Co. 0.41% Reduce -2.7% 13,008 $3.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -67.2% 12,850 $3.8M
Louisiana State Employees Retirement System 0.07% Reduce -2.3% 12,900 $3.7M
Virtu Financial LLC 0.26% Add +187.5% 12,821 $3.7M
Sky Investment Group LLC 0.72% Reduce -1.3% 12,763 $3.7M
Sage Capital Advisors,llc 1.06% Reduce -28.2% 12,750 $3.7M
Alps Advisors Inc. 0.03% No change 12,649 $3.7M
Capital Analysts, LLC 0.16% Add +3.8% 12,629 $3.7M
Point72 (DIFC) Ltd 0.32% Reduce -47.5% 12,577 $3.6M
UniSuper Management Pty Ltd 0.03% Add +91.7% 12,532 $3.6M
Delta Capital Management LLC 2.21% Reduce -0.2% 12,420 $3.6M
Van Hulzen Asset Management, LLC 0.24% Add +1.2% 12,416 $3.6M
Trust Co. of Toledo NA 0.52% Add +1.9% 12,413 $3.6M
Hendley & Co. Inc. 1.29% New 12,351 $3.6M
PFG Advisors 0.24% Add +0.4% 12,313 $3.6M
Planning Capital Management Corp 2.51% Reduce -3.0% 12,252 $3.6M
Prospera Financial Services Inc 0.10% Reduce -1.6% 12,121 $3.5M
Bard Financial Services, Inc. 0.36% No change 12,045 $3.5M
Herbst Group, LLC 2.12% No change 12,004 $3.5M
Illinois Municipal Retirement Fund 0.05% No change 11,984 $3.5M
Kinloch Capital, LLC 1.81% Reduce -2.1% 11,956 $3.5M
Buckingham Strategic Wealth, LLC 0.04% Add +2.0% 11,825 $3.4M
Keene & Associates, Inc. 2.79% Reduce -3.1% 11,804 $3.4M
Navellier & Associates Inc. 0.40% Reduce -1.2% 11,772 $3.4M
Kingswood Wealth Advisors, LLC 0.30% Add +87.9% 11,560 $3.4M
LVW Advisors, LLC 0.49% Reduce -0.2% 11,501 $3.3M
Schulhoff & Co. Inc. 1.50% Add +0.1% 11,470 $3.3M
New Mexico Educational Retirement Board 0.12% No change 11,414 $3.3M
Sound View Wealth Advisors Group, LLC 0.34% Reduce -5.7% 11,413 $3.3M
Grassi Investment Management 0.29% Reduce -0.9% 11,375 $3.3M
Andrew Hill Investment Advisors, Inc. 2.74% New 11,344 $3.3M
Tidal Investments LLC 0.05% Add +139.8% 11,278 $3.3M
LS Investment Advisors, LLC 0.51% Reduce -0.4% 11,178 $3.2M
Exchange Capital Management, Inc. 0.53% Reduce -0.8% 11,122 $3.2M
Arlington Partners LLC 1.60% Reduce -3.0% 11,093 $3.2M
Olstein Capital Management, L.P. 0.57% No change 11,000 $3.2M
Trilogy Capital Inc. 0.17% Reduce -2.7% 10,937 $3.2M
Lowe Brockenbrough & Co. Inc. 0.21% Reduce -4.5% 10,872 $3.2M
Farther Finance Advisors, LLC 0.15% Add +1.6% 10,913 $3.1M
CIBC Private Wealth Group LLC 0.01% Reduce -1.3% 11,160 $3.1M
Whittier Trust Co. 0.04% Add +0.1% 10,779 $3.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.24% Add +0.7% 10,906 $3.1M
X-Square Capital, LLC 1.13% Add +0.7% 10,720 $3.1M
Shelton Capital Management 0.08% Reduce -43.5% 10,640 $3.1M
Rossmore Private Capital 0.40% No change 10,587 $3.1M
Stokes Family Office, LLC 0.36% Add +0.4% 10,571 $3.1M
Intech Investment Management LLC 0.04% Reduce -13.2% 10,562 $3.1M
Ritholtz Wealth Management 0.10% Add +1.3% 10,529 $3.1M
Axq Capital, LP 0.71% Add +127.8% 10,477 $3.0M
MAI Capital Management 0.03% Add +17.0% 10,431 $3.0M
Allianz Asset Management GmbH 0.00% Reduce -31.9% 10,394 $3.0M
Argonautica Private Wealth Management, Inc. 1.02% Reduce -0.4% 10,319 $3.0M
G&S Capital LLC 1.29% Reduce -6.2% 10,389 $3.0M
Farmers National Bank 0.89% Add +0.9% 10,182 $3.0M
First National Trust Co 0.12% Reduce -5.7% 10,126 $2.9M
Mission Wealth Management, LP 0.08% Reduce -4.7% 10,117 $2.9M
Condor Capital Management 0.28% Reduce -1.9% 10,101 $2.9M
Agf Management Ltd. 0.02% Reduce -11.4% 10,050 $2.9M
ARS Wealth Advisors Group, LLC 0.38% Reduce -4.0% 10,034 $2.9M
Carnegie Investment Counsel 0.09% Reduce -9.0% 10,003 $2.9M
Transcend Capital Advisors, LLC 0.21% Add +4.8% 9,993 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +43.5% 9,977 $2.9M
Mattern Wealth Management LLC 0.70% Reduce -7.0% 9,982 $2.9M
Dynamic Technology Lab Private Ltd 0.33% Add +3.1% 9,935 $2.9M
Personal Cfo Solutions, LLC 0.44% Add +0.2% 9,875 $2.9M
Rakuten Investment Management, Inc. 0.02% Add +58.7% 9,756 $2.9M
Americana Partners, LLC 0.22% New 9,821 $2.8M
Nations Financial Group Inc, /Ia/ 0.23% Add +3.8% 9,801 $2.8M
Quantitative Investment Management, LLC 0.31% New 9,771 $2.8M
Nebula Research & Development LLC 0.46% Add +956.4% 9,708 $2.8M
Integrated Wealth Concepts LLC 0.04% Reduce -7.4% 9,689 $2.8M
Axxcess Wealth Management, LLC 0.08% Add +4.2% 9,664 $2.8M
Fonville Wealth Management LLC 1.11% No change 9,635 $2.8M
Park Avenue Securities LLC 0.03% Add +13.6% 9,570 $2.8M
Capital Investment Advisors, LLC 0.06% Add +1.1% 9,570 $2.8M
Bragg Financial Advisors, Inc 0.12% Reduce -0.2% 9,406 $2.7M
Regent Peak Wealth Advisors LLC 0.62% Reduce -7.2% 9,392 $2.7M
Investment Research & Advisory Group, Inc. 1.21% Add +1.9% 9,375 $2.7M
Sigma Planning Corp 0.09% Reduce -4.7% 9,373 $2.7M
Texas Yale Capital Corp. 0.13% Add +0.6% 9,350 $2.7M
Beacon Pointe Advisors, LLC 0.03% Add +9.0% 9,330 $2.7M
Bank of Hawaii 0.12% Reduce -0.8% 9,324 $2.7M
Glenview Trust Co 0.05% Add +4.0% 9,321 $2.7M
Enterprise Bank & Trust Co 0.92% Add +0.3% 9,296 $2.7M
LSV Asset Management 0.01% Reduce -22.7% 9,200 $2.7M
Stratos Investment Management, LLC 0.22% Add +9.3% 9,087 $2.6M
Mutual Advisors, LLC 0.08% Add +1.9% 9,073 $2.6M
Family Legacy, Inc. 0.94% Reduce -0.4% 9,028 $2.6M
SevenBridge Financial Group, LLC 0.58% Reduce -0.6% 9,158 $2.6M
Wolverine Asset Management LLC 0.25% Add +63.6% 9,000 $2.6M
Daymark Wealth Partners, LLC 0.12% Add +2.1% 8,924 $2.6M
Harel Insurance Investments & Financial Services Ltd. 0.05% Add +396.4% 8,906 $2.6M
Twin Capital Management Inc. 0.30% Add +1.9% 8,835 $2.6M
William Allan Corp 1.71% Add +0.7% 8,821 $2.6M
Formidable Asset Management, LLC 0.41% Reduce -3.3% 8,733 $2.5M
Pine Valley Investments Ltd Liability Co 0.19% Add +0.7% 8,726 $2.5M
J.W. Cole Advisors, Inc. 0.12% Add +96.7% 8,692 $2.5M
Moloney Securities Asset Management, LLC 0.37% Reduce -9.8% 8,683 $2.5M
Lanark Financial, Inc. 0.23% Add +6.6% 8,645 $2.5M
Scotia Capital Inc. 0.01% Add +9.7% 8,579 $2.5M
XML Financial, LLC 0.25% Add +3.3% 8,510 $2.5M
Mechanics Financial Corp 1.27% Add +0.2% 8,503 $2.5M
NJ State Employees Deferred Compensation Plan 0.31% No change 8,500 $2.5M
Caprock Group, LLC 0.10% Add +41.9% 8,500 $2.5M
Leavell Investment Management, Inc. 0.14% Add +2.7% 8,479 $2.5M
ICW Investment Advisors LLC 1.12% Reduce -2.5% 8,470 $2.5M
Globeflex Capital L P 0.26% No change 8,457 $2.5M
Wealth Advisors of Tampa Bay, LLC 1.14% Reduce -0.8% 8,443 $2.4M
Citadel Investment Advisory, Inc. 1.40% No change 8,441 $2.4M
Entropy Technologies, LP 0.26% Add +45.9% 8,435 $2.4M
Edmp, Inc. 2.22% Reduce -7.8% 8,429 $2.4M
TCTC Holdings, LLC 0.08% Reduce -0.4% 8,423 $2.4M
Verdence Capital Advisors LLC 0.22% Add +6.0% 8,410 $2.4M
Brown Brothers Harriman & Co. 0.02% Reduce -5.0% 8,390 $2.4M
Stratos Wealth Partners, LTD. 0.04% Reduce -12.5% 8,388 $2.4M
Rodgers Brothers Inc. 0.33% Reduce -60.1% 8,371 $2.4M
Fred Alger Management, LLC 0.01% Add +8.8% 8,351 $2.4M
Kingsview Wealth Management, LLC 0.06% Reduce -43.3% 8,330 $2.4M
Exencial Wealth Advisors, LLC 0.09% Add +14.1% 8,323 $2.4M
Diversify Wealth Management, LLC 0.30% — 8,446 $2.4M
Columbia Asset Management 0.45% Reduce -11.5% 52,617 $2.4M
IHT Wealth Management, LLC 0.09% Add +0.1% 8,293 $2.4M
Vectors Research Management, LLC 0.74% Reduce -1.1% 8,268 $2.4M
Ascent Group, LLC 0.19% Reduce -0.8% 8,248 $2.4M
Shoker Investment Counsel, Inc. 0.84% Add +2.7% 8,238 $2.4M
Merit Financial Group, LLC 0.05% Reduce -5.9% 8,213 $2.4M
HF Advisory Group, LLC 1.23% Add +1.9% 8,207 $2.4M
Money Concepts Capital Corp. 0.20% Add +4.7% 8,142 $2.4M
Norinchukin Bank, The 0.07% Add +2.7% 8,130 $2.4M
Modera Wealth Management, LLC 0.03% Add +0.4% 8,120 $2.4M
Weaver C. Barksdale & Associates, Inc. 2.24% Reduce -1.7% 8,119 $2.4M
Empowered Funds, LLC 0.04% Reduce -36.3% 8,114 $2.4M
Pinkerton Wealth, LLC 0.36% Add +6.6% 8,094 $2.3M
Red Cedar Investment Management, LLC 0.32% No change 8,076 $2.3M
Acadian Asset Management LLC 0.01% Add +239.7% 8,075 $2.3M
First Trust Direct Indexing L.P. 0.14% Add +3.4% 8,065 $2.3M
Insight Inv LLC 2.02% Add +4.5% 8,060 $2.3M
OMERS ADMINISTRATION Corp 0.02% New 8,048 $2.3M
Tiaa Trust, National Association 0.01% Add +2.9% 8,039 $2.3M
1ST Source Bank 0.14% Reduce -0.2% 8,037 $2.3M
Linden Thomas Advisory Services, LLC 0.36% Reduce -0.6% 7,991 $2.3M
Mark Sheptoff Financial Planning, LLC 1.30% No change 7,991 $2.3M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +7.5% 7,975 $2.3M
Nomura Holdings Inc. 0.01% Add +52.1% 7,957 $2.3M
Basepoint Wealth LLC 1.81% Reduce -1.3% 7,914 $2.3M
Headlands Technologies LLC 0.24% Add +1053.1% 7,864 $2.3M
Lummis Asset Management, LP 2.99% Add +0.2% 7,817 $2.3M
TKG Advisors, LLC 1.23% Add +1.7% 7,803 $2.3M
Independent Financial Group, LLC 0.09% Add +81.9% 7,794 $2.3M
Concourse Financial Group Securities, Inc. 0.14% Reduce -1.8% 7,768 $2.3M
CFS Investment Advisory Services, LLC 0.18% New 7,716 $2.2M
Woodmont Investment Counsel LLC 0.18% Add +2.5% 7,714 $2.2M
Brooktree Capital Management 1.91% Reduce -20.8% 7,712 $2.2M
High Note Wealth, LLC 0.68% Add +41.0% 7,710 $2.2M
Empirical Finance, LLC 0.14% Reduce -6.7% 7,686 $2.2M
Courier Capital LLC 0.18% Reduce -2.4% 7,655 $2.2M
Fayez Sarofim & Co 0.01% Add +9.2% 7,648 $2.2M
HBK Sorce Advisory LLC 0.08% Reduce -0.5% 7,624 $2.2M
Peoples Bank 1.72% No change 7,597 $2.2M
Procyon Advisors, LLC 0.16% Reduce -10.2% 7,585 $2.2M
Grey Ledge Advisors, LLC 0.60% Reduce -1.8% 7,583 $2.2M
ARS Investment Partners, LLC 0.21% Reduce -0.1% 7,582 $2.2M
Hancock Whitney Corp. 0.07% Reduce -2.7% 7,534 $2.2M
AustralianSuper Pty Ltd 0.01% No change 7,501 $2.2M
Silvercrest Asset Management Group LLC 0.01% No change 7,466 $2.2M
Simplicity Wealth,LLC 0.05% Add +9.5% 7,438 $2.2M
RFG Advisory, LLC 0.07% Add +2.7% 7,436 $2.2M
Mgo One Seven LLC 0.10% Add +1.5% 7,425 $2.2M
Citizens National Bank Trust Department 0.48% No change 7,384 $2.1M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -2.1% 7,333 $2.1M
First Eagle Investment Management, LLC 0.00% No change 7,297 $2.1M
Mystic Asset Management, Inc. 0.85% Add +0.1% 7,275 $2.1M
Valmark Advisers, Inc. 0.04% Add +0.8% 7,246 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.4% 7,235 $2.1M
Metis Global Partners, LLC 0.07% Reduce -0.5% 7,211 $2.1M
Callahan Advisors, LLC 0.22% Reduce -0.1% 7,197 $2.1M
RKL Wealth Management LLC 0.20% Add +1.3% 7,157 $2.1M
Fiduciary Group, LLC 0.22% Reduce -0.1% 7,127 $2.1M
Mitchell & Pahl Private Wealth, LLC 1.09% Reduce -1.6% 7,125 $2.1M
Choreo, LLC 0.03% Add +773.8% 7,174 $2.1M
PYA Waltman Capital, LLC 0.76% Add +10.3% 7,105 $2.1M
Cassaday & Co Wealth Management LLC 0.06% Add +1.5% 7,100 $2.1M
Archford Capital Strategies, LLC 0.33% Add +2.8% 7,099 $2.1M
Woodstock Corp. 0.21% Reduce -0.7% 7,077 $2.1M
Cim, LLC 0.31% New 6,903 $2.1M
Ostrum Asset Management 0.18% Reduce -7.2% 7,063 $2.0M
Breakwater Capital Group 0.46% Add +739.0% 7,048 $2.0M
Savant Capital, LLC 0.02% Reduce -2.4% 7,043 $2.0M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -16.6% 7,042 $2.0M
Jacobi Capital Management LLC 0.18% Add +3.2% 7,032 $2.0M
NEOS Investment Management LLC 0.08% Add +39.5% 7,032 $2.0M
Schechter Investment Advisors, LLC 0.15% Add +3.0% 7,031 $2.0M
Trust Co. of Vermont 0.11% Reduce -0.5% 7,028 $2.0M
Jamison Private Wealth Management, Inc. 0.34% Add +2.8% 6,997 $2.0M
Independence Bank of Kentucky 0.54% Reduce -3.7% 6,992 $2.0M
Citizens & Northern Corp. 0.63% Reduce -4.9% 6,958 $2.0M
Beacon Financial Group 0.23% Reduce -1.4% 6,926 $2.0M
McKinley Carter Wealth Services, Inc. 0.13% Reduce -1.4% 6,908 $2.0M
Hills Bank & Trust Co 0.16% Add +1.9% 6,863 $2.0M
Harvest Investment Advisors, LLC 1.47% Reduce -0.5% 6,855 $2.0M
Simmons Bank 0.15% Reduce -0.3% 6,851 $2.0M
Snowden Capital Advisors LLC 0.06% Add +10.2% 6,847 $2.0M
BCM Advisors, LLC 0.46% Reduce -0.1% 6,603 $1.9M
Bleakley Financial Group, LLC 0.06% Reduce -2.2% 6,658 $1.9M
Griffin Asset Management, Inc. 0.22% Add +3.9% 6,634 $1.9M
Accretive Wealth Partners, LLC 0.80% Add +1.6% 6,606 $1.9M
Embree Financial Group 0.37% Reduce -2.4% 6,580 $1.9M
First Horizon Advisors, Inc. 0.06% Add +1.7% 6,574 $1.9M
Processus Wealth & Capital Management, LLC 1.58% Add +1.1% 6,562 $1.9M
Royal Fund Management, LLC 0.25% Reduce -0.9% 6,468 $1.9M
Bradley Foster & Sargent Inc. 0.03% Add +0.4% 6,469 $1.9M
Arrow Financial Corp 0.18% Add +2.6% 6,464 $1.9M
Benedict Financial Advisors Inc. 0.48% Add +3.9% 6,460 $1.9M
Portfolio Design Labs, LLC 0.57% Reduce -2.0% 6,415 $1.9M
Sculati Wealth Management, LLC 0.80% Add +1.1% 6,388 $1.9M
Walter & Keenan Wealth Management LLC /in/ 0.59% Add +2.4% 6,380 $1.9M
SeaCrest Wealth Management, LLC 0.21% Add +12.3% 6,379 $1.9M
Valeo Financial Advisors, LLC 0.06% Reduce -13.8% 6,300 $1.8M
Coldstream Capital Management Inc. 0.04% Add +0.9% 6,277 $1.8M
Fortis Group Advisors, LLC 0.36% Reduce -5.4% 6,215 $1.8M
Cape Ann Savings Bank 1.11% Reduce -3.1% 6,174 $1.8M
Squarepoint Ops LLC 0.01% Reduce -90.1% 6,161 $1.8M
Aviva PLC 0.01% Add +11.0% 6,129 $1.8M
First Hawaiian Bank 0.06% Reduce -14.8% 6,124 $1.8M
Pure Financial Advisors, LLC 0.05% Add +0.1% 6,090 $1.8M
Beaumont Asset Management, L.L.C. 1.12% Reduce -0.9% 6,011 $1.7M
HighPoint Advisor Group LLC 0.10% Add +0.8% 5,944 $1.7M
Level Four Advisory Services, LLC 0.08% Add +4.8% 5,962 $1.7M
Old National Bancorp 0.04% Reduce -19.1% 5,941 $1.7M
Ramirez Asset Management, Inc. 0.35% No change 5,927 $1.7M
Glass Wealth Management Co LLC 1.00% Reduce -0.5% 5,890 $1.7M
Presidio Capital Management, LLC 1.19% Add +10.1% 5,885 $1.7M
Franklin Street Advisors Inc. 0.12% No change 5,850 $1.7M
Bangor Savings Bank 0.17% Add +0.1% 5,829 $1.7M
Moors & Cabot, Inc. 0.09% Reduce -4.9% 5,827 $1.7M
Legacy Financial Advisors, Inc. 0.30% Add +2.2% 5,815 $1.7M
BKM Wealth Management, LLC 0.81% Add +2.7% 5,788 $1.7M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +9.7% 5,738 $1.7M
Nicholas Hoffman & Company, LLC. 0.08% Reduce -11.8% 5,732 $1.7M
Secure Asset Management, LLC 0.32% Add +4.7% 5,731 $1.7M
FineMark National Bank & Trust 0.06% Add +8.1% 5,717 $1.7M
Thoroughbred Financial Services, LLC 0.11% Add +30.1% 5,717 $1.7M
First Business Financial Services, Inc. 0.18% Add +2.8% 5,697 $1.7M
Sompo Asset Management Co., Ltd. 0.28% Reduce -6.3% 5,660 $1.6M
17 Capital Partners, LLC 1.17% Add +2.5% 5,648 $1.6M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.5% 5,631 $1.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.51% New 5,629 $1.6M
Nicolet Bankshares Inc. 0.34% Reduce -3.9% 5,628 $1.6M
Gold Investment Management Ltd. 0.69% Reduce -3.4% 5,625 $1.6M
Arete Wealth Advisors, LLC 0.13% New 5,619 $1.6M
Cornerstone Wealth Management, LLC 0.13% Add +4.1% 5,613 $1.6M
Landscape Capital Management, L.L.C. 0.14% New 5,598 $1.6M
Avantax Planning Partners, Inc. 0.05% Reduce -16.2% 5,557 $1.6M
Symphony Financial, Ltd. Co. 0.29% Add +6.6% 5,510 $1.6M
United Bank 0.80% Add +3.3% 5,552 $1.6M
Essex Bank 0.43% Reduce -3.2% 5,525 $1.6M
Brown Miller Wealth Management, LLC 0.67% Reduce -1.5% 5,520 $1.6M
Wright Investors Service Inc. 0.42% Reduce -23.1% 5,514 $1.6M
Ethic Inc. 0.04% Add +8.9% 5,505 $1.6M
AlphaQuest LLC 0.22% Reduce -14.0% 5,493 $1.6M
Portside Wealth Group, LLC 0.30% Reduce -0.4% 5,489 $1.6M
Alaethes Wealth, LLC 0.66% Add +2.0% 5,488 $1.6M
Resources Management Corp. /CT/ 0.23% Reduce -0.9% 5,478 $1.6M
Greenleaf Trust 0.01% Reduce -8.5% 5,448 $1.6M
Community Bank, N.A. 0.21% Reduce -1.8% 5,426 $1.6M
Werlinich Asset Management, LLC 0.98% No change 5,370 $1.6M
Cullen Investment Group, LTD. 0.25% Reduce -23.4% 5,411 $1.6M
Principal Securities, Inc. 0.04% Add +17.0% 5,399 $1.6M
Autumn Glory Partners, LLC 0.80% No change 5,394 $1.6M
Westover Capital Advisors, LLC 0.40% Add +58.9% 5,374 $1.6M
Signaturefd, LLC 0.03% Add +13.9% 5,362 $1.6M
American State Bank (Iowa) 1.00% No change 5,358 $1.6M
SpiderRock Advisors, LLC 0.04% Reduce -5.1% 5,350 $1.6M
Anchor Investment Management, LLC 0.16% Add +3.7% 5,335 $1.5M
World Equity Group, Inc. 0.46% Reduce -50.6% 5,275 $1.5M
Evercore Wealth Management, LLC 0.02% Reduce -1.5% 5,263 $1.5M
Confluence Wealth Services, Inc. 0.12% Add +5.6% 5,258 $1.5M
Burke & Herbert Bank & Trust Co. 0.37% New 5,247 $1.5M
Indiana Trust & Investment Management Co 0.56% Add +3.0% 5,235 $1.5M
AE Wealth Management LLC 0.02% Add +1.8% 5,225 $1.5M
Koshinski Asset Management, Inc. 0.14% Add +61.7% 5,394 $1.5M
Investment Management Corp of Ontario 0.04% Add +36.9% 5,190 $1.5M
Ellis Investment Partners, LLC 0.32% Add +1.9% 5,189 $1.5M
Pathway Financial Advisers, LLC 0.54% Add +0.2% 5,220 $1.5M
Dynasty Wealth Management, LLC 0.04% Add +3.7% 5,180 $1.5M
Fifth Third Wealth Advisors LLC 0.11% Add +28.7% 5,098 $1.5M
Morningstar Investment Management LLC 0.15% No change 5,099 $1.5M
Asset Dedication, LLC 0.10% Add +2.6% 5,097 $1.5M
Heritage Wealth Advisors 0.07% No change 5,092 $1.5M
Silvia McColl Wealth Management, LLC 1.22% Reduce -1.9% 5,067 $1.5M
McDonald Partners LLC 0.39% Add +0.9% 5,065 $1.5M
Hennion & Walsh Asset Management, Inc. 0.08% Add +9.8% 5,043 $1.5M
Meeder Advisory Services, Inc. 0.10% Add +41.1% 5,038 $1.5M
Creative Financial Designs Inc. 0.13% Reduce -0.7% 5,014 $1.5M
Strategic Wealth Investment Group, LLC 0.18% — 5,053 $1.5M
Cohen Klingenstein LLC 0.05% No change 5,000 $1.5M
Parallel Advisors, LLC 0.04% Add +0.8% 4,968 $1.4M
Clearstead Advisors, LLC 0.02% Add +130.5% 4,963 $1.4M
Proquility Private Wealth Partners, LLC 0.49% Reduce -7.1% 4,933 $1.4M
Shepherd Kaplan Krochuk, LLC 1.13% Reduce -2.1% 4,926 $1.4M
Scientech Research LLC 0.29% Add +363.4% 4,898 $1.4M
Spire Wealth Management 0.05% Reduce -21.6% 4,892 $1.4M
Bright Futures Wealth Management, LLC. 0.77% Add +6.5% 4,850 $1.4M
FSB Premier Wealth Management, Inc. 0.64% Add +16.1% 4,877 $1.4M
Fox Run Management, L.L.C. 0.27% Add +24.6% 4,867 $1.4M
Highview Capital Management LLC 0.59% Add +7.0% 4,856 $1.4M
Mitchell McLeod Pugh & Williams Inc. 0.32% Reduce -0.1% 4,824 $1.4M
Premier Path Wealth Partners, LLC 0.24% Add +12.4% 4,817 $1.4M
Beese Fulmer Investment Management, Inc. 0.13% No change 4,788 $1.4M
Bank of Stockton 0.44% Reduce -3.7% 4,777 $1.4M
Centiva Capital, LP 0.07% Add +172.0% 4,776 $1.4M
XTX Topco Ltd 0.12% New 4,722 $1.4M
Fortem Financial Group, LLC 0.59% Reduce -3.2% 4,707 $1.4M
Hazlett, Burt & Watson, Inc. 0.70% Add +1116.0% 4,706 $1.4M
BigSur Wealth Management LLC 0.42% No change 4,700 $1.4M
Private Trust Co. NA 0.15% Reduce -9.3% 4,692 $1.4M
AMG National Trust Bank 0.04% Add +79.6% 4,685 $1.4M
Stock Yards Bank & Trust Co. 0.04% Add +3.1% 4,685 $1.4M
Bigelow Investment Advisors, LLC 0.65% No change 4,673 $1.4M
Rwa Wealth Partners, LLC 0.02% No change 4,671 $1.4M
Applied Capital LLC 1.18% Add +0.1% 4,648 $1.3M
Columbus Macro, LLC 0.52% Reduce -30.1% 4,674 $1.3M
Coastline Trust Co 0.16% No change 4,619 $1.3M
Centaurus Financial, Inc. 0.09% Reduce -25.9% 4,601 $1.3M
Cannell & Spears LLC 0.03% No change 4,597 $1.3M
180 Wealth Advisors, LLC 0.22% Reduce -6.7% 4,665 $1.3M
Roberts Glore & Co. Inc. 0.40% No change 4,549 $1.3M
Aspiriant, LLC 0.05% Reduce -8.5% 4,545 $1.3M
Claro Advisors Inc. 0.21% Reduce -13.1% 4,539 $1.3M
Sawgrass Asset Management LLC 0.14% Add +6.6% 4,527 $1.3M
Hyman Charles D 0.07% Add +18.3% 4,516 $1.3M
Argus Investors' Counsel, Inc. 0.79% Reduce -13.6% 4,451 $1.3M
Waverly Advisors, LLC 0.03% Add +23.4% 4,449 $1.3M
Kirtland Hills Capital Management, LLC 1.07% Add +3.0% 4,423 $1.3M
Good Life Advisors, LLC 0.10% Add +0.4% 4,377 $1.3M
Quotient Wealth Partners, LLC 0.04% Reduce -57.5% 4,343 $1.3M
BTC Capital Management, Inc. 0.12% New 4,338 $1.3M
Checchi Capital Advisers, LLC 0.10% Add +1.2% 4,328 $1.3M
Freedom Investment Management, Inc. 0.10% Reduce -9.0% 4,307 $1.2M
Horizon Investments, LLC 0.03% Add +7.5% 4,325 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -41.8% 4,299 $1.2M
S.E.E.D. Planning Group LLC 0.45% Reduce -0.9% 4,296 $1.2M
Vestcor Inc 0.04% No change 4,288 $1.2M
Diversify Advisory Services, LLC 0.07% Add +1.4% 4,441 $1.2M
Ranch Capital Advisors Inc. 0.65% Add +0.8% 4,270 $1.2M
Ascentis Independent Advisors 0.26% — 4,262 $1.2M
Quadcap Wealth Management, LLC 0.22% Reduce -1.9% 4,217 $1.2M
Aptus Capital Advisors, LLC 0.02% Add +3.8% 4,211 $1.2M
Voya Financial Advisors, Inc. 0.14% Add +0.8% 4,175 $1.2M
Blackhawk Capital Partners, LLC 0.74% Reduce -14.8% 4,205 $1.2M
Three Bridge Wealth Advisors, LLC 0.48% Reduce -3.8% 4,172 $1.2M
Garner Asset Management Corp 0.45% Add +3.4% 4,149 $1.2M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -5.0% 4,139 $1.2M
Castlekeep Investment Advisors LLC 0.92% Reduce -0.3% 4,129 $1.2M
Capital Advisors Inc. 0.02% Add +0.9% 4,127 $1.2M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -0.8% 4,088 $1.2M
Welch & Forbes LLC 0.02% Reduce -5.2% 4,230 $1.2M
Qtron Investments LLC 0.17% No change 4,102 $1.2M
Farmers & Merchants Investments Inc. 0.04% Reduce -0.2% 4,091 $1.2M
Smithbridge Asset Management Inc. 0.24% No change 4,050 $1.2M
SlateStone Wealth, LLC 0.13% Add +0.1% 4,047 $1.2M
Granite Group Advisors, LLC 0.89% Reduce -29.1% 4,042 $1.2M
Marotta Asset Management 0.24% Reduce -4.3% 4,061 $1.2M
LRI Investments, LLC 0.13% Add +288.2% 4,018 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -0.4% 4,009 $1.2M
Guyasuta Investment Advisors Inc. 0.09% No change 4,461 $1.2M
Evergreen Capital Management LLC 0.04% Add +150.4% 3,989 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Add +312.4% 3,955 $1.1M
Nicolet Advisory Services, LLC 0.11% Add +14.0% 4,061 $1.1M
PFW Advisors LLC 0.36% Reduce -5.4% 3,943 $1.1M
Johnson Investment Counsel Inc. 0.01% Add +14.7% 3,940 $1.1M
Tritonpoint Wealth, LLC 0.11% Reduce -7.0% 3,903 $1.1M
Ironvine Capital Partners, LLC 0.12% No change 3,900 $1.1M
Legacy Capital Group California, Inc. 0.41% Reduce -0.2% 3,895 $1.1M
Creekmur Asset Management LLC 0.29% Add +66.3% 3,874 $1.1M
Chemung Canal Trust Co. 0.22% Reduce -6.2% 3,852 $1.1M
Dudley Capital Management, LLC 0.63% Add +0.5% 3,849 $1.1M
First American Bank 0.08% No change 3,848 $1.1M
TD Private Client Wealth LLC 0.03% Reduce -8.8% 3,825 $1.1M
Tevis Investment Management 0.89% Add +2.2% 3,812 $1.1M
Chesapeake Wealth Management 0.40% Reduce -2.2% 3,812 $1.1M
Uncommon Cents Investing LLC 0.35% Reduce -0.8% 3,804 $1.1M
Capital Advisory Group Advisory Services, LLC 0.47% Add +4.7% 3,779 $1.1M
Caldwell Trust Co 0.12% Reduce -2.0% 3,771 $1.1M
USA Financial Formulas 0.18% Reduce -16.5% 3,733 $1.1M
Fairbanks Capital Management, Inc. 0.71% Add +1.5% 3,733 $1.1M
Broadwater Capital Management LLC 0.83% No change 3,730 $1.1M
Pittenger & Anderson Inc. 0.04% No change 3,717 $1.1M
Milestone Asset Management, LLC 0.27% Reduce -26.7% 3,717 $1.1M
Bailard, Inc. 0.03% No change 3,715 $1.1M
Ceeto Capital Group, LLC 0.42% Add +15.6% 3,700 $1.1M
Gladstone Institutional Advisory LLC 0.06% Reduce -3.8% 3,697 $1.1M
Norden Group LLC 0.21% Reduce -12.2% 3,662 $1.1M
Berkeley Capital Partners, LLC 0.32% Add +0.8% 3,649 $1.1M
St. Johns Investment Management Company, LLC 0.50% Add +9.9% 3,641 $1.1M
Unique Wealth Strategies, LLC 0.49% No change 3,739 $1.1M
Transamerica Financial Advisors, LLC 0.11% No change 3,631 $1.1M
AdvisorNet Financial, Inc 0.10% Add +0.5% 3,622 $1.1M
Fullcircle Wealth LLC 0.51% — 3,665 $1.0M
Triangle Securities Wealth Management 0.29% Reduce -1.4% 3,591 $1.0M
Summit Financial, LLC 0.05% Add +30.1% 3,587 $1.0M
Hoylecohen, LLC 0.08% Reduce -20.7% 3,575 $1.0M
Profund Advisors LLC 0.04% Reduce -1.4% 3,568 $1.0M
Cornerstone National Bank & Trust Co 0.51% Add +2.4% 3,563 $1.0M
Woodline Partners LP 0.01% New 3,558 $1.0M
Avidian Wealth Enterprises, LLC 0.05% Add +13.1% 3,557 $1.0M
Norway Savings Bank 0.59% Add +7.9% 3,553 $1.0M
Northwest Bank & Trust Co 0.86% Reduce -0.1% 3,546 $1.0M
Ameritas Advisory Services, LLC 0.04% Reduce -5.0% 3,545 $1.0M
Fairhaven Wealth Management, LLC 0.34% Reduce -7.0% 3,544 $1.0M
Beacon Bank & Trust 0.26% Add +0.5% 3,526 $1.0M
Veracity Capital LLC 0.42% Reduce -8.5% 3,504 $1.0M
Crestwood Advisors Group, LLC 0.02% Reduce -7.7% 3,502 $1.0M
Northern Financial Advisors Inc 0.81% Reduce -0.3% 3,502 $1.0M
Sanders Morris Harris LLC 0.17% No change 3,500 $1.0M
Brandywine Oak Private Wealth LLC 0.10% Reduce -0.1% 3,493 $1.0M
Total Clarity Wealth Management, Inc. 0.35% Reduce -7.9% 3,489 $1.0M
Auxano Advisors, LLC 0.28% Reduce -0.4% 3,488 $1.0M
Fisher Asset Management 0.00% Add +40.9% 3,482 $1.0M
Whitener Capital Management, Inc. 0.31% Add +2.2% 3,480 $1.0M
Paragon Private Wealth Management, LLC 0.57% Reduce -1.1% 3,479 $1.0M
Country Club Bank 0.07% No change 3,450 $1.0M
Richwood Investment Advisors, LLC 0.88% Reduce -3.3% 3,473 $1.0M
Mengis Capital Management, Inc. 0.21% Reduce -1.4% 3,473 $1.0M
Perigon Wealth Management, LLC 0.03% Reduce -5.9% 3,415 $991K
International Assets Investment Management, LLC 0.09% Reduce -4.7% 3,407 $988K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -95.0% 3,403 $987K
Berger Financial Group, Inc 0.08% Reduce -7.9% 3,399 $986K
Semmax Financial Advisors Inc. 0.29% Add +9.5% 3,359 $981K
Geneos Wealth Management Inc. 0.04% Add +13.9% 3,372 $978K
RMR Capital Management, LLC 0.89% No change 3,357 $974K
Prosperity Consulting Group, LLC 0.13% Reduce -1.5% 3,342 $970K
Loudon Investment Management, LLC 0.57% No change 3,338 $968K
Peddock Capital Advisors, LLC 0.25% No change 3,335 $968K
Ballentine Partners, LLC 0.02% Add +7.8% 3,315 $962K
AMJ Financial Wealth Management 0.30% Add +95.4% 3,301 $958K
Salem Investment Counselors Inc. 0.03% Reduce -1.1% 3,282 $952K
GAMMA Investing LLC 0.13% Add +30.9% 3,271 $949K
Forza Wealth Management, LLC 0.49% No change 3,264 $947K
Fulton Bank, N.A. 0.04% Reduce -1.2% 3,259 $946K
Icon Wealth Advisors, LLC 0.08% Add +44.3% 3,158 $943K
Kathmere Capital Management, LLC 0.10% Add +4.2% 3,242 $941K
Scott & Selber, Inc. 0.30% Add +1.7% 3,232 $938K
Outfitters Financial LLC 0.78% Add +8.4% 3,225 $936K
Tocqueville Asset Management L.P. 0.02% No change 3,225 $936K
Murphy, Middleton, Hinkle & Parker, Inc. 0.54% No change 3,214 $933K
Main Street Financial Solutions, LLC 0.09% Reduce -0.4% 3,209 $931K
Alpha Omega Wealth Management LLC 0.18% No change 3,202 $929K
Two Sigma Securities, LLC 0.04% New 3,198 $928K
Cairn Investment Group, Inc. 0.54% Reduce -49.4% 3,186 $924K
Ifrah Financial Services, Inc. 0.26% Reduce -7.4% 3,183 $924K
Barlow Wealth Partners, LLC 0.13% No change 3,222 $917K
1858 Wealth Management, LLC 0.76% Reduce -5.7% 3,157 $916K
Fiduciary Family Office, LLC 0.36% Reduce -0.4% 3,142 $912K
Verity Asset Management, Inc. 0.36% Add +103.5% 3,142 $911K
IFP Advisors, Inc 0.04% Reduce -28.3% 3,135 $910K
Cullen/Frost Bankers, Inc. 0.01% Reduce -9.4% 3,131 $908K
Drucker Wealth 3.0, LLC 0.24% — 3,104 $900K
Versor Investments LP 0.17% Reduce -18.0% 3,098 $899K
Moneta Group Investment Advisors LLC 0.01% Add +8.6% 3,097 $898K
Wealthcare Advisory Partners LLC 0.03% Add +2.1% 3,095 $898K
Arbor Wealth Advisors LLC 0.89% No change 3,095 $898K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +10.4% 3,074 $892K
Avior Wealth Management, LLC 0.04% Reduce -4.8% 3,062 $890K
NewEdge Wealth, LLC 0.02% Add +23.1% 3,067 $890K
Parkside Financial Bank & Trust 0.14% Add +0.8% 3,063 $889K
Kowal Investment Group, LLC 0.18% Add +12.0% 3,049 $885K
Primoris Wealth Advisors, LLC 0.71% New 3,047 $884K
Baader Bank Aktiengesellschaft 0.07% Add +9.1% 3,055 $883K
Commons Capital, LLC 1.06% Add +17.4% 3,042 $882K
Harvest Portfolios Group Inc. 0.03% New 3,032 $880K
Accurate Wealth Management, LLC 0.21% Add +0.9% 3,075 $877K
Rogco, LP 0.36% No change 3,023 $877K
Apexium Financial, LP 0.06% Reduce -6.5% 3,020 $876K
Adirondack Trust Co. 0.36% Reduce -0.1% 3,019 $876K
Patriot Financial Group Insurance Agency, LLC 0.13% Add +15.2% 3,014 $875K
Lake Street Advisors Group, LLC 0.04% Reduce -1.3% 3,011 $874K
Leisure Capital Management 0.41% No change 3,003 $871K
J.P. Marvel Investment Advisors, LLC 0.14% No change 3,000 $870K
Alliance Wealth Advisors, LLC 0.26% Add +2.7% 2,998 $870K
Holderness Investments Co. 0.21% No change 2,998 $870K
Midland Wealth Advisors, LLC 0.05% Reduce -4.6% 2,993 $868K
ORG Partners LLC 0.11% Add +4260.9% 3,009 $867K
United Asset Strategies, Inc. 0.09% Reduce -0.3% 2,976 $863K
AXA S.A. 0.00% No change 2,963 $860K
Maven Securities LTD 0.13% Reduce -24.5% 2,945 $854K
Machina Capital S.A.S. 0.38% Reduce -36.7% 2,930 $850K
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +34.1% 2,903 $842K
Aigen Investment Management, LP 0.16% New 2,896 $840K
Mendel Money Management 0.39% Reduce -0.8% 2,874 $834K
Insigneo Advisory Services, LLC 0.09% Add +2.9% 2,914 $833K
Intrua Financial, LLC 0.14% Reduce -2.9% 2,866 $832K
Elevation Point Wealth Partners, LLC 0.07% Reduce -12.4% 2,856 $829K
Leonteq Securities AG 0.12% Add +24.8% 2,855 $828K
Gibbs Wealth Management 0.33% Add +26.0% 2,830 $821K
Tilia Fiduciary Partners, Inc. 0.64% Add +4.9% 2,816 $817K
Berkshire Asset Management LLC 0.04% Add +49.5% 2,813 $816K
Boston Financial Mangement LLC 0.03% Add +2.0% 2,798 $812K
Prostatis Group LLC 0.28% Add +0.3% 2,792 $810K
Sippican Capital Advisors 0.64% No change 2,782 $807K
Nilsine Partners, LLC 0.11% Reduce -6.6% 2,782 $807K
Cigna Investments Inc. 0.15% Add +8.6% 2,776 $806K
Acropolis Investment Management, LLC 0.05% Add +1.0% 2,772 $804K
D. E. Shaw & Co. 0.00% Reduce -29.0% 2,767 $803K
BlackDiamond Wealth Management, LLC 0.53% Add +12.5% 2,755 $801K
Sierra Summit Advisors LLC 0.20% Add +10.6% 2,761 $801K
Manchester Capital Management LLC 0.10% Add +6.6% 2,746 $797K
TBH Global Asset Management, LLC 0.18% Reduce -30.0% 2,738 $794K
Gateway Investment Advisers LLC 0.01% Reduce -11.0% 2,731 $792K
Harbour Investments, Inc. 0.03% Add +7.9% 2,724 $790K
Colonial Trust Co / SC 0.14% Add +18.7% 2,724 $790K
SageView Advisory Group, LLC 0.05% New 2,710 $786K
Dynamic Advisor Solutions LLC 0.02% Reduce -5.0% 2,704 $785K
Brown, Lisle/Cummings, Inc. 0.25% Reduce -9.4% 2,682 $778K
Legacy Private Trust Co. 0.06% No change 2,680 $778K
Parcion Private Wealth LLC 0.07% Add +0.9% 2,674 $776K
Guidance Capital, Inc. 0.25% Add +2.2% 2,594 $775K
Prudent Man Advisors, LLC 0.27% Add +3.2% 2,657 $771K
Purus Wealth Management, LLC 0.34% Reduce -1.2% 2,647 $768K
Cypress Capital Group 0.09% Add +34.4% 2,645 $767K
Madison Asset Management, LLC 0.01% No change 2,630 $763K
Legal Advantage Investments, Inc. 0.43% No change 2,600 $754K
Eagle Rock Investment Company, LLC 0.14% No change 2,590 $751K
Red Door Wealth Management, LLC 0.13% Reduce -0.7% 2,587 $750K
Heartland Bank & Trust Co 0.43% Add +0.7% 2,585 $750K
Chelsea Counsel Co. 0.37% Add +16.2% 2,585 $750K
CreativeOne Wealth, LLC 0.04% Reduce -45.3% 2,580 $749K
Cullinan Associates Inc. 0.04% Add +0.0% 2,579 $748K
Everpar Advisors LLC 0.37% Add +12.2% 2,577 $748K
Sienna Gestion 0.07% New 2,573 $746K
Westhampton Capital, LLC 0.40% No change 2,565 $744K
Concentric Wealth Management, LLC 0.19% Add +0.5% 2,538 $736K
Plato Investment Management Ltd 0.07% Reduce -13.8% 2,535 $736K
Vestmark Advisory Solutions, Inc. 0.03% Add +39.1% 2,505 $727K
NorthRock Partners, LLC 0.03% Reduce -2.7% 2,489 $722K
Edge Capital Group, LLC 0.03% Add +0.8% 2,471 $717K
Edgestream Partners, L.P. 0.03% Reduce -7.6% 2,460 $714K
North Star Investment Management Corp. 0.05% Reduce -1.8% 2,452 $712K
Garrett Wealth Advisory Group, LLC 0.26% New 2,452 $711K
Brighton Jones LLC 0.02% Reduce -7.3% 2,437 $707K
Alaska Permanent Fund Corp 0.01% Add +10.0% 2,366 $707K
Aureus Asset Management, LLC 0.05% Add +51.9% 2,430 $705K
EverSource Wealth Advisors, LLC 0.05% Add +79.9% 2,359 $705K
Gratus Capital, LLC 0.03% New 2,428 $704K
Financial Freedom, LLC 0.40% No change 2,418 $702K
WASHINGTON TRUST Co 0.03% Reduce -10.3% 2,418 $701K
Sound Financial Strategies Group, LLC 0.61% New 2,416 $701K
Exchange Traded Concepts, LLC 0.02% Add +5.6% 2,413 $700K
Gryphon Financial Partners LLC 0.10% Reduce -3.8% 2,409 $699K
Gen-Wealth Partners Inc 0.34% Add +2.8% 2,401 $697K
MBA Advisors LLC 0.35% Reduce -2.6% 2,392 $694K
Graypoint LLC 0.05% Add +15.3% 2,386 $692K
Twin City Private Wealth, LLC 0.65% Add +12.2% 2,379 $690K
Penobscot Investment Management Company, Inc. 0.07% Reduce -10.6% 2,374 $689K
OMC Financial Services LTD 0.32% No change 2,370 $688K
London Co. of Virginia 0.00% No change 2,352 $682K
Shulman DeMeo Asset Management LLC 0.18% Reduce -0.7% 2,343 $680K
Csenge Advisory Group 0.04% Add +13.7% 2,334 $677K
Capital Asset Advisory Services LLC 0.04% Add +0.6% 2,422 $677K
First Interstate Bank 0.04% No change 2,330 $676K
Pekin Hardy Strauss, Inc. 0.09% Reduce -2.1% 2,319 $673K
Gilbert & Cook, Inc. 0.10% Reduce -7.9% 2,306 $669K
Venture Visionary Partners LLC 0.03% Add +29.4% 2,299 $667K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -2.1% 2,286 $663K
Avestar Capital, LLC 0.07% Add +102.7% 2,284 $663K
Sunbelt Securities, Inc. 0.07% Reduce -2.7% 2,284 $663K
US Asset Management LLC 0.60% Reduce -2.3% 2,276 $660K
Cerro Pacific Wealth Advisors LLC 0.25% — 2,266 $657K
Jefferies Financial Group Inc. 0.01% No change 2,257 $655K
Williams Jones Wealth Management, LLC. 0.01% Add +3.4% 2,251 $653K
River Wealth Advisors LLC 0.09% Add +11.5% 2,247 $652K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% No change 2,234 $648K
Wedmont Private Capital 0.04% Add +14.8% 2,282 $648K
Investment Partners, LTD. 0.29% Add +15.7% 2,230 $647K
Janiczek Wealth Management, LLC 0.14% Add +6.3% 2,227 $646K
Lafayette Investments, Inc. 0.15% No change 2,210 $641K
Bedel Financial Consulting, Inc. 0.09% Add +0.6% 2,203 $639K
Supplemental Annuity Collective Trust of NJ 0.20% No change 2,200 $638K
Syon Capital LLC 0.06% Add +3.9% 2,194 $636K
Trueblood Wealth Management, LLC 0.36% Add +1.0% 2,189 $635K
STAR Financial Bank 0.49% Add +1.3% 2,183 $633K
Modern Wealth Management, LLC 0.05% New 2,182 $633K
SYSTM Wealth Solutions LLC 0.14% Reduce -33.5% 2,183 $633K
CVA Family Office, LLC 0.11% Add +15.8% 2,179 $632K
Sentry LLC 0.12% Reduce -0.1% 2,172 $630K
Buttonwood Financial Advisors Inc. 0.30% Reduce -0.1% 2,166 $628K
Callan Family Office, LLC 0.12% Add +4.5% 2,143 $622K
Compound Planning, Inc. 0.05% Add +15.8% 2,142 $621K
Keel Point, LLC 0.06% Add +24.9% 2,125 $621K
Legacy Wealth Asset Management, LLC 0.17% Add +0.6% 2,136 $620K
Keystone Financial Services 0.26% Add +8.8% 2,126 $617K
Knightsbridge Asset Management, LLC 0.15% Reduce -3.5% 2,120 $615K
Tiemann Investment Advisors, LLC 0.27% Reduce -0.5% 2,115 $614K
Rehmann Capital Advisory Group 0.04% Add +3.8% 2,113 $613K
Cookson Peirce & Co. Inc. 0.03% Add +1.5% 2,111 $612K
SouthState Bank Corp 0.04% Add +0.4% 2,105 $611K
Woodward Diversified Capital, LLC 0.36% Add +7.0% 2,099 $609K
Revisor Wealth Management LLC 0.42% Reduce -42.5% 2,099 $609K
Signet Investment Advisory Group, Inc. 0.33% Reduce -2.1% 2,096 $608K
TrinityPoint Wealth, LLC 0.09% Add +5.2% 2,090 $606K
Wesbanco Bank Inc. 0.02% Add +1.3% 2,089 $606K
Pitcairn Co. 0.04% Add +11.9% 2,089 $606K
Pinnacle Bancorp, Inc. 0.18% Add +1.4% 2,086 $605K
First National Corp. /Ma/ 0.14% No change 2,085 $605K
Oarsman Capital, Inc. 0.13% Reduce -12.0% 2,082 $604K
Hilltop Holdings Inc. 0.07% Add +18.4% 2,081 $604K
Thrive Wealth Management, LLC 0.12% Reduce -8.0% 2,080 $604K
Gratus Wealth Advisors, LLC 0.10% No change 2,088 $602K
IFG Advisory, LLC 0.04% New 2,061 $598K
Carret Asset Management, LLC 0.07% Reduce -6.8% 2,055 $596K
Cidel Asset Management Inc. 0.05% Reduce -3.5% 2,051 $595K
Venturi Wealth Management, LLC 0.04% Add +8.5% 2,049 $594K
Coastwise Capital Group, LLC 0.57% Reduce -24.9% 2,045 $593K
Foundations Investment Advisors, LLC 0.01% Add +11.0% 2,042 $592K
Monetary Management Group Inc. 0.16% Add +158.2% 2,040 $592K
Mather Group, Llc. 0.01% Reduce -96.1% 2,094 $591K
Quadrant Capital Group LLC 0.04% Add +13.9% 2,032 $590K
Rathbones Group PLC 0.00% Add +1.8% 2,022 $587K
Diversified Trust Co. 0.02% Add +34.4% 2,020 $586K
Willner & Heller, LLC 0.56% Add +4.5% 2,019 $586K
Mraz, Amerine & Associates, Inc. 0.12% No change 2,015 $585K
Legacy Capital Wealth Partners, LLC 0.15% New 2,014 $584K
Dorsey & Whitney Trust CO LLC 0.04% Add +3.0% 2,013 $584K
Chilton Investment Co. Inc. 0.02% Add +20.3% 2,007 $582K
Financial Counselors Inc. 0.01% Add +0.6% 2,005 $582K
Forum Financial Management, LP 0.01% Reduce -1.0% 2,005 $582K
StoneX Group Inc. 0.05% Add +7.6% 2,001 $581K
Ridgewood Investments LLC 0.29% Reduce -3.6% 1,998 $580K
AlTi Global, Inc. 0.02% Reduce -4.3% 1,989 $577K
Doheny Asset Management 0.41% No change 1,990 $577K
WCM Investment Management, LLC 0.00% Add +72.3% 1,954 $571K
LVZ, Inc. 0.08% No change 1,969 $571K
Composition Wealth, LLC 0.01% Reduce -0.8% 1,963 $570K
Capital Investment Advisory Services, LLC 0.06% Add +4.9% 1,955 $567K
First Manhattan Co. Llc. 0.00% Add +4.7% 1,952 $566K
American Trust 0.05% New 1,933 $561K
America First Investment Advisors, LLC 0.14% No change 1,918 $556K
Trust Co 0.07% Reduce -12.7% 1,914 $555K
Frank, Rimerman Advisors LLC 0.04% Add +3139.0% 1,911 $554K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 1,904 $552K
PAX Financial Group, LLC 0.11% Reduce -6.3% 1,901 $552K
Affinity Investment Advisors, LLC 0.41% No change 1,899 $551K
Argent Advisors, Inc. 0.22% Reduce -2.7% 1,885 $547K
Choate Investment Advisors 0.01% Reduce -26.9% 1,883 $546K
Global Retirement Partners, LLC 0.02% Add +62.0% 1,882 $546K
Zullo Investment Group, Inc. 0.24% Reduce -2.0% 1,880 $546K
Covington Investment Advisors Inc. 0.09% Reduce -27.6% 1,871 $543K
Dover Advisors, LLC 0.33% Add +0.2% 1,865 $541K
Congress Park Capital LLC 0.22% Reduce -5.6% 1,860 $540K
Patten & Patten Inc. 0.04% Add +16.3% 1,858 $539K
LCNB Corp. 0.20% Add +1.4% 1,852 $537K
J. W. Coons Advisors, LLC 0.10% Reduce -16.1% 1,845 $535K
Smith Shellnut Wilson LLC 0.26% Add +0.2% 1,843 $535K
Goelzer Investment Management, Inc. 0.03% No change 1,838 $533K
GYL Financial Synergies, LLC 0.04% Add +0.6% 1,837 $533K
Tranquilli Financial Advisor LLC 0.36% Add +0.6% 1,845 $531K
Advisors Capital Management, LLC 0.01% Add +2.1% 1,830 $531K
Veltria Advisors Corp. 0.19% Reduce -19.9% 1,802 $523K
Bank of New Hampshire 0.14% Add +4.7% 1,802 $523K
Ti-Trust, Inc. 0.40% No change 1,800 $522K
S.A. Mason LLC 0.30% No change 1,798 $522K
Flputnam Investment Management Co. 0.01% Add +32.7% 1,790 $519K
Empire Financial Management Company, LLC 0.17% Add +24.4% 1,783 $517K
Gray Wealth Management Inc. 0.22% No change 1,773 $514K
Angeles Investment Advisors, LLC 0.03% No change 1,764 $512K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -0.8% 1,763 $512K
Peoples Bank 0.27% Add +114.8% 1,761 $511K
Raleigh Capital Management Inc. 0.22% Add +2.7% 1,750 $508K
St. Clair Advisors, LLC 0.16% No change 1,750 $508K
Global Trust Asset Management, LLC 0.20% Reduce -0.3% 1,738 $504K
Virtue Capital Management, LLC 0.09% Reduce -7.5% 1,711 $504K
Insight Advisors, LLC/ PA 0.09% Reduce -6.5% 1,737 $504K
HUB Investment Partners, LLC 0.02% Add +26.4% 1,735 $504K
Welch Group, LLC 0.02% Add +1.1% 1,729 $502K
Wealthspire Advisors, LLC 0.01% Add +9.9% 1,712 $497K
CHICAGO TRUST Co NA 0.10% Add +4.3% 1,706 $495K
TrueWealth Advisors, LLC 0.18% Reduce -2.9% 1,700 $493K
Sandy Spring Bank 0.02% Reduce -4.6% 1,688 $490K
Moneco Advisors, LLC 0.07% Reduce -11.3% 1,674 $486K
Ballast, Inc. 0.15% Add +1.0% 1,666 $483K
Lane & Associates LLC 0.28% Add +9.0% 1,655 $480K
Davis Capital Management 0.42% Add +14.6% 1,668 $480K
Davis R M Inc. 0.01% Add +2.4% 1,653 $480K
Journey Advisory Group, LLC 0.06% Reduce -2.5% 1,644 $477K
Fulcrum Equity Management 0.43% Add +1.2% 1,643 $477K
Boyar Asset Management Inc. 0.33% No change 1,641 $476K
First Financial Bank - Trust Division 0.05% Add +1.1% 1,630 $473K
Hartford Funds Management Co LLC 0.04% Add +6.5% 1,630 $473K
Kingdom Financial Group LLC. 0.32% Add +0.6% 1,620 $470K
Aaron Wealth Advisors LLC 0.06% Add +6.6% 1,609 $467K
Narus Financial Partners, LLC 0.19% Reduce -3.7% 1,603 $465K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.12% Reduce -9.1% 1,603 $465K
Denali Advisors LLC 0.13% Reduce -5.9% 1,600 $464K
Ignite Planners, LLC 0.11% Add +0.9% 1,637 $461K
Accel Wealth Management 0.18% Add +0.3% 1,582 $459K
Symmetry Partners, LLC 0.02% No change 1,578 $458K
Moseley Investment Management Inc. 0.21% Add +0.6% 1,576 $457K
Guidance Point Advisors, LLC 0.15% Add +0.6% 1,569 $455K
Valley Brook Capital Group, Inc. 0.35% No change 1,566 $454K
Lodestar Private Asset Management LLC 0.06% No change 1,565 $454K
Rockland Trust Co. 0.02% Add +11.8% 1,559 $452K
Oxbow Advisors, LLC 0.05% Reduce -7.8% 1,557 $452K
Miller Investment Management, LP 0.05% No change 1,554 $451K
Lakewood Asset Management LLC 0.31% Add +0.1% 1,554 $451K
Strategic Investment Advisors / MI 0.05% Reduce -0.3% 1,553 $451K
Wilmington Savings Fund Society, FSB 0.02% Reduce -4.8% 1,550 $450K
Chicago Partners Investment Group LLC 0.02% Add +0.6% 1,533 $449K
PFG Investments, LLC 0.03% Add +22.1% 1,548 $449K
Drive Wealth Management, LLC 0.12% Add +0.7% 1,546 $449K
Kelleher Financial Advisors 0.18% Reduce -0.6% 1,546 $449K
Summit Asset Management, LLC 0.05% No change 1,543 $448K
Waterloo Capital, L.P. 0.05% New 1,542 $447K
United Community Bank 0.18% Reduce -0.5% 1,538 $446K
Western Wealth Management, LLC 0.03% Add +0.3% 1,538 $446K
New England Professional Planning Group Inc. 0.23% Reduce -11.5% 1,536 $446K
Girard Partners LTD. 0.04% Reduce -0.6% 1,528 $443K
Cornell Pochily Investment Advisors, Inc. 0.17% Reduce -6.6% 1,525 $442K
Montecito Bank & Trust 0.09% Add +1.8% 1,514 $439K
Kovack Advisors, Inc. 0.05% Add +34.8% 1,506 $437K
Susquehanna International Securities, Ltd. 0.16% New 1,500 $435K
Gulf International Bank (UK) Ltd 0.01% No change 1,500 $435K
Performance Wealth Partners, LLC 0.02% No change 1,497 $434K
Schmidt P J Investment Management Inc. 0.08% Reduce -3.6% 1,493 $433K
iA Global Asset Management Inc. 0.01% Reduce -48.6% 1,493 $433K
Retirement Planning Co of New England, Inc. 0.23% No change 1,483 $430K
Harbour Trust & Investment Management Co 0.05% Reduce -1.7% 1,482 $430K
Mezzasalma Advisors, LLC 0.18% Add +39.8% 1,479 $429K
First National Bank Sioux Falls 0.22% No change 1,477 $429K
GeoWealth Management, LLC 0.02% Add +26.1% 1,476 $428K
Ausdal Financial Partners, Inc. 0.05% Add +1.4% 1,470 $427K
Perpetual Ltd 0.00% Reduce -55.3% 1,467 $426K
Tyche Wealth Partners LLC 0.10% Reduce -36.4% 1,465 $425K
SVB Wealth LLC 0.01% Reduce -38.1% 1,461 $424K
Austin Private Wealth, LLC 0.05% Add +7.8% 1,456 $422K
Manchester Financial Inc. 0.10% Add +52.9% 1,454 $422K
Hurlow Wealth Management Group, Inc. 0.14% Reduce -1.4% 1,450 $421K
Global X Japan Co., Ltd. 0.06% Reduce -8.5% 1,449 $420K
Beverly Hills Private Wealth, LLC 0.09% Reduce -12.7% 1,448 $420K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +13.2% 1,448 $420K
Silverlake Wealth Management LLC 0.17% Reduce -10.4% 1,446 $420K
Greenfield Savings Bank 0.22% Reduce -8.0% 1,445 $419K
Sachetta, LLC 0.18% Reduce -9.0% 1,422 $418K
Legacy Trust 0.10% Add +0.6% 1,438 $417K
LGL Partners, LLC 0.06% No change 1,436 $417K
Harbor Investment Advisory, LLC 0.04% Add +1.6% 1,435 $416K
Siemens Fonds Invest GmbH 0.03% No change 1,434 $416K
Nabity-Jensen Investment Management Inc 0.34% Reduce -0.7% 1,431 $415K
McGlone Suttner Wealth Management, Inc. 0.09% Reduce -14.9% 1,599 $415K
Atticus Wealth Management, LLC 0.14% Reduce -5.6% 1,423 $413K
Naples Global Advisors, LLC 0.04% No change 1,423 $413K
CWS Financial Advisors, LLC 0.16% Reduce -0.1% 1,420 $412K
Pinnacle West Asset Management, Inc. 0.32% Add +1.8% 1,415 $411K
Pennsylvania Capital Management Inc. 0.16% No change 1,413 $410K
Asahi Life Asset Management Co., LTD. 0.28% New 1,410 $409K
Bridgewater Associates 0.00% New 1,406 $408K
Oak Thistle LLC 0.30% New 1,403 $407K
Belpointe Asset Management LLC 0.03% Reduce -18.2% 1,400 $406K
Capital Planning LLC 0.12% No change 1,400 $406K
Boothbay Fund Management, LLC 0.01% Add +75.4% 1,393 $404K
Capstone Wealth Management Group, LLC 0.26% Reduce -3.1% 1,390 $403K
LaFleur & Godfrey LLC 0.06% No change 1,390 $403K
Allen Capital Group, LLC 0.06% Add +38.6% 1,385 $402K
Napatree Capital LLC 0.33% Reduce -1.1% 1,384 $402K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +0.5% 1,380 $400K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -8.4% 1,377 $400K
Mosaic Family Wealth Partners, LLC 0.06% Reduce -0.2% 1,362 $395K
Blue Trust, Inc. 0.01% Add +31.4% 1,398 $395K
Chesley Taft & Associates LLC 0.02% Reduce -7.2% 1,350 $392K
Central Pacific Bank - Trust Division 0.05% Reduce -4.0% 1,349 $391K
Clarius Group, LLC 0.03% Reduce -3.0% 1,345 $390K
CNB Bank 0.19% No change 1,326 $385K
LifePlan Financial, LLC 0.35% Reduce -2.4% 1,321 $383K
Stratos Wealth Advisors, LLC 0.02% Reduce -73.3% 1,320 $383K
Meritage Portfolio Management 0.02% Reduce -0.7% 1,319 $383K
Capital Advisors, Ltd. LLC 0.05% Add +0.7% 1,318 $382K
Certuity, LLC 0.03% Reduce -69.1% 1,313 $381K
Abacus Planning Group, Inc. 0.07% Add +1.0% 1,307 $379K
ERn Financial, LLC 0.06% Reduce -0.1% 1,306 $379K
Capital Market Strategies LLC 0.24% Reduce -8.1% 1,300 $377K
Shay Capital LLC 0.11% New 1,300 $377K
Hardy Reed LLC 0.04% New 1,299 $377K
Relative Value Partners Group, LLC 0.05% New 1,297 $376K
Lake Street Private Wealth, LLC 0.05% Add +7.9% 1,297 $376K
Summit Trail Advisors, LLC 0.01% Add +10.7% 1,293 $375K
Resonant Capital Advisors, LLC 0.03% Reduce -3.5% 1,291 $375K
Everett Harris & Co. 0.00% Add +13.3% 1,287 $373K
Journey Strategic Wealth LLC 0.02% New 1,286 $373K
Sage Mountain Advisors LLC 0.03% Add +32.6% 1,286 $373K
FLC Capital Advisors 0.09% No change 1,282 $372K
New Vernon Capital Holdings II LLC 0.20% No change 1,281 $372K
Sound Income Strategies, LLC 0.03% Add +1367.8% 1,277 $371K
Mma Asset Management LLC 0.17% Reduce -2.8% 1,276 $370K
AlphaStar Capital Management, LLC 0.03% Reduce -15.3% 1,274 $370K
Evermay Wealth Management LLC 0.06% No change 1,269 $368K
Cooper Financial Group 0.05% Add +22.1% 1,267 $368K
Worth Asset Management, LLC 0.22% Reduce -9.6% 1,264 $367K
Hoxton Planning & Management, LLC 0.17% Reduce -1.8% 1,263 $366K
Cyndeo Wealth Partners, LLC 0.03% Add +40.2% 1,253 $364K
Investors Asset Management of Georgia Inc. /Ga/ 0.18% No change 1,250 $363K
1620 Investment Advisors, Inc. 0.28% No change 1,248 $362K
Clark Financial Services Group Inc. 0.38% Reduce -45.2% 1,240 $360K
Connecticut Wealth Management, LLC 0.02% Reduce -17.7% 1,239 $359K
Castle Rock Wealth Management, LLC 0.09% Reduce -1.4% 1,244 $358K
Bison Wealth, LLC 0.06% No change 1,266 $358K
Optimum Investment Advisors 0.16% No change 1,222 $355K
Wellington Shields & Co., LLC 0.12% Add +7.0% 1,219 $354K
JFS Wealth Advisors, LLC 0.03% Reduce -2.8% 1,216 $353K
First Financial Bankshares Inc 0.01% Add +2.3% 1,212 $352K
Wealth Alliance, LLC 0.05% Add +17.4% 1,206 $350K
Lester Murray Antman dba SimplyRich 0.11% No change 1,203 $349K
Bill Few Associates, Inc. 0.13% No change 1,202 $349K
Trinity Financial Advisors LLC 0.16% No change 1,200 $348K
Capital Investment Counsel, Inc 0.05% No change 1,200 $348K
Courage Capital Management LLC 1.02% No change 1,200 $348K
Waddell & Associates, LLC 0.05% New 1,193 $346K
Lindbrook Capital, LLC 0.03% Add +8.2% 1,192 $346K
Samalin Investment Counsel, LLC 0.16% Reduce -6.0% 1,185 $344K
Matthew Goff Investment Advisor, LLC 0.07% No change 1,182 $343K
Burns J W & Co. Inc. 0.05% No change 1,182 $343K
Boston Mountain Money Management Inc. 0.23% Add +0.3% 1,180 $342K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,177 $341K
Faithward Advisors, LLC 0.06% Reduce -4.2% 1,175 $341K
Centennial Bank 0.17% No change 1,174 $341K
Fiduciary Financial Group, LLC 0.08% — 1,161 $339K
MCF Advisors LLC 0.03% Reduce -1.4% 1,162 $337K
JB Capital LLC 0.02% Add +0.7% 1,162 $337K
Hamilton Point Investment Advisors, LLC 0.07% No change 1,159 $336K
Federated Hermes, Inc. 0.00% Reduce -3.2% 1,147 $333K
Renaissance Group LLC 0.01% Reduce -0.3% 1,146 $333K
Matisse Capital 0.16% No change 1,145 $332K
MPS Loria Financial Planners, LLC 0.11% No change 1,132 $328K
Arista Wealth Management, LLC 0.09% Add +0.5% 1,130 $328K
Alhambra Investment Management LLC 0.18% Add +0.4% 1,122 $326K
Allen Wealth Management, LLC 0.29% Add +13.0% 1,118 $324K
Advus Financial Partners, LLC 0.10% Reduce -6.4% 1,118 $324K
Insight Folios Inc 0.13% Reduce -3.1% 1,116 $324K
Wintrust Investments LLC 0.03% Add +8.1% 1,114 $323K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.0% 1,113 $323K
Brooks, Moore & Associates, Inc. 0.21% No change 1,111 $322K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +13.9% 1,109 $322K
First International Bank & Trust 0.11% New 1,109 $322K
Prepared Retirement Institute LLC 0.21% Reduce -0.5% 1,108 $321K
Fairscale Capital, LLC 0.29% — 1,102 $321K
Jmac Enterprises LLC 0.06% New 1,100 $319K
Sentry Investment Management LLC 0.14% Reduce -7.1% 1,098 $319K
Gateway Advisory, LLC 0.05% Add +10.0% 1,099 $319K
Addison Advisors LLC 0.10% Add +13.8% 1,095 $318K
Atlantic Union Bankshares Corp 0.02% Reduce -2.2% 1,094 $317K
Sterling Financial Planning, Inc. 0.13% Add +0.4% 1,093 $317K
BancFirst Trust & Investment Management 0.15% Add +1.6% 1,080 $316K
Patrick M Sweeney & Associates, Inc. 0.26% Add +4.8% 1,088 $316K
3Chopt Investment Partners, LLC 0.10% New 1,082 $314K
Auxier Asset Management LLC 0.05% Reduce -54.6% 1,082 $314K
Empirical Asset Management, LLC 0.12% Add +249.2% 3,656 $314K
Clarkston Capital Partners, LLC 0.01% No change 1,081 $314K
Trust Point Inc. 0.03% Reduce -0.4% 1,076 $312K
Aprio Wealth Management, LLC 0.06% Reduce -0.1% 1,072 $311K
Baker Tilly Wealth Management, LLC 0.13% Reduce -78.4% 1,071 $311K
Avity Investment Management Inc. 0.03% No change 1,070 $310K
Vicus Capital 0.03% Add +0.5% 1,069 $310K
Wealth Alliance Advisory Group, LLC 0.07% No change 1,069 $310K
Teamwork Financial Advisors, LLC 0.05% Reduce -36.8% 1,068 $310K
Chicago Capital, LLC 0.01% New 1,068 $310K
Beacon Investment Advisory Services, Inc. 0.01% No change 1,067 $310K
Trust Co of the South 0.07% No change 1,067 $310K
Realta Investment Advisors 0.06% Reduce -0.6% 1,059 $307K
One Wealth Advisors, LLC 0.07% Reduce -7.3% 1,045 $306K
Certified Advisory Corp 0.04% Add +8.1% 1,051 $305K
Fidelis Capital Partners, LLC 0.04% Reduce -28.5% 1,060 $304K
FWG Holdings, LLC 0.15% Add +8.8% 1,033 $304K
Salvus Wealth Management, LLC 0.21% Reduce -2.1% 1,046 $303K
Terra Nova Asset Management LLC 0.24% Add +0.1% 1,044 $303K
JT Stratford LLC 0.06% New 1,042 $302K
Leo Wealth, LLC 0.03% Reduce -11.9% 1,043 $302K
Romano Brothers and Company 0.04% No change 1,037 $301K
Aberdeen Wealth Management LLC 0.20% Add +0.1% 1,032 $299K
Heritage Trust Co 0.04% No change 1,029 $299K
Associated Banc-Corp 0.01% Add +8.8% 1,029 $299K
Paces Ferry Wealth Advisors, LLC 0.18% Add +0.2% 1,024 $297K
Vise Technologies, Inc. 0.05% New 1,022 $296K
VeraBank, N.A. 0.09% Reduce -1.5% 1,021 $296K
Benjamin Edwards Inc. 0.06% Reduce -11.4% 1,017 $295K
Blueprint Investment Partners LLC 0.06% Add +18.4% 1,015 $294K
Armstrong Advisory Group, Inc. 0.03% No change 1,011 $293K
Smith Salley Wealth Management 0.02% Reduce -11.3% 1,002 $291K
RiverGlades Family Offices LLC 0.23% No change 1,000 $290K
Bantamac Capital, LLC 0.17% No change 1,000 $290K
Knuff & Co LLC 0.09% No change 1,000 $290K
Buckley Wealth Management, LLC 0.09% No change 1,000 $290K
Wellington Shields Capital Management, LLC 0.05% No change 1,000 $290K
Kimelman & Baird, LLC 0.02% — 1,000 $290K
HBC Financial Services, PLLC 0.18% No change 1,000 $290K
Copperwynd Financial, LLC 0.09% Add +1.8% 970 $290K
Southland Equity Partners LLC 0.08% Add +0.7% 999 $290K
Douglas Lane & Associates, LLC 0.00% No change 995 $289K
Breed's Hill Capital LLC 0.26% No change 994 $288K
Catalina Capital Group, LLC 0.11% Add +18.2% 994 $288K
White Pine Capital LLC 0.11% No change 988 $287K
Tradition Wealth Management, LLC 0.03% Add +0.4% 987 $286K
Weaver Capital Management LLC 0.09% New 986 $286K
Flagship Harbor Advisors, LLC 0.02% Add +2.4% 985 $286K
FFT Wealth Management LLC 0.03% Add +0.1% 984 $286K
Tranquility Partners, LLC 0.11% No change 984 $285K
Fort, L.P. 0.73% Reduce -2.0% 980 $284K
TMD Wealth Management, LLC 0.06% No change 977 $283K
Trinity Legacy Partners, LLC 0.08% Reduce -3.9% 973 $282K
Cobblestone Capital Advisors LLC 0.02% Reduce -4.8% 971 $282K
Piscataqua Savings Bank 0.25% Reduce -9.0% 971 $282K
Aull & Monroe Investment Management Corp 0.14% Add +7.7% 969 $281K
Eagle Bay Advisors LLC 0.17% Add +30.2% 965 $280K
Thompson Investment Management, Inc. 0.04% Reduce -76.7% 963 $279K
Marcum Wealth, LLC 0.03% Add +1.4% 959 $278K
King Wealth Management Group 0.05% New 959 $278K
Evanson Asset Management, LLC 0.02% No change 957 $278K
Kingfisher Capital LLC 0.07% No change 953 $277K
Klingenstein Fields & Co. LP 0.01% Reduce -9.7% 954 $277K
TrinityBridge Ltd 0.01% No change 950 $276K
Adell Harriman & Carpenter Inc. 0.02% Add +11.9% 950 $276K
SWP Financial LLC 0.18% Reduce -0.5% 949 $275K
Curi Capital, LLC 0.01% Add +0.2% 946 $274K
Ariadne Wealth Management, LP 0.21% — 944 $274K
Headinvest, LLC 0.05% Reduce -5.0% 944 $274K
Acorn Creek Capital LLC 0.16% Reduce -0.8% 944 $274K
Leith Wheeler Investment Counsel Ltd. 0.02% New 940 $273K
Inscription Capital, LLC 0.04% No change 939 $272K
CRA Financial Services, LLC 0.05% No change 937 $272K
New Wave Wealth Advisors LLC 0.15% — 935 $271K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.8% 935 $271K
Horizon Bancorp Inc. 0.13% Add +7.0% 935 $271K
Morton Community Bank 0.08% Reduce -8.3% 933 $271K
Stewardship Advisors, LLC 0.09% Add +0.1% 931 $270K
Waters Parkerson & Co., LLC 0.01% No change 932 $270K
Ethos Financial Group, LLC 0.05% New 867 $268K
Parsons Capital Management Inc. 0.02% Add +1.5% 921 $267K
Jeppson Wealth Management, LLC 0.10% Reduce -0.5% 920 $267K
Measured Wealth Private Client Group, LLC 0.09% No change 919 $267K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -13.8% 916 $266K
DNB Asset Management AS 0.00% New 915 $265K
Cypress Wealth Services, LLC 0.06% Add +6.0% 914 $265K
Allstate Corp. 0.02% No change 912 $265K
First Foundation Advisors 0.01% Reduce -33.8% 911 $264K
Cozad Asset Management Inc. 0.03% Add +4.8% 909 $264K
Bar Harbor Wealth Management 0.02% No change 907 $263K
First Financial Corp. 0.13% Reduce -1.5% 907 $263K
M. Kraus & Co 0.08% No change 906 $263K
Hourglass Capital, LLC 0.08% New 906 $263K
KOM Wealth Management Group, LLC 0.24% Add +0.4% 903 $262K
Q3 Asset Management 0.06% New 903 $262K
D'Orazio & Associates, Inc. 0.04% Add +10.3% 901 $261K
Aspen Wealth Management LLC 0.09% No change 900 $261K
DGS Capital Management, LLC 0.07% No change 900 $261K
Levin Capital Strategies, L.P. 0.03% No change 899 $261K
Von Berge Wealth Management Group, LLC 0.17% No change 905 $261K
Heartwood Wealth Advisors LLC 0.03% No change 896 $260K
Douglass Winthrop Advisors, LLC 0.01% Reduce -8.3% 895 $260K
Revolve Wealth Partners, LLC 0.04% Add +0.2% 880 $255K
Stanley-Laman Group, Ltd. 0.03% No change 880 $255K
Trivium Point Advisory, LLC 0.04% New 879 $255K
WealthTrust Axiom LLC 0.08% No change 867 $252K
Obermeyer Wealth Partners 0.01% No change 864 $251K
FinTrust Capital Advisors, LLC 0.05% No change 863 $250K
Maripau Wealth Management LLC 0.17% Add +2.4% 862 $250K
Beacon Investment Advisors LLC 0.13% New 861 $250K
LMG Wealth Partners, LLC 0.06% No change 860 $250K
Wagner Wealth Management, LLC 0.07% Add +0.8% 856 $248K
PDS Planning, Inc 0.03% Add +1.1% 854 $248K
Cary Street Partners Asset Management LLC 0.04% Add +1.4% 853 $247K
Financial Partners Group, LLC 0.10% New 851 $247K
Schnieders Capital Management LLC 0.05% No change 849 $246K
Aurora Private Wealth, Inc. 0.22% No change 849 $246K
Bollard Group LLC 0.01% Add +0.5% 844 $245K
City Holding Co. 0.04% Reduce -20.4% 841 $244K
City State Bank 0.10% Reduce -11.3% 836 $243K
WealthCare Investment Partners, LLC 0.11% Reduce -3.9% 834 $242K
WBH Advisory Inc. 0.02% Add +1.0% 829 $241K
Acorn Wealth Advisors, LLC 0.12% Add +1.2% 822 $239K
Davies Financial Advisors, Inc. 0.22% Reduce -6.9% 821 $238K
Independent Wealth Network Inc. 0.11% Add +4.2% 816 $237K
Calydon Capital 0.04% Reduce -29.6% 813 $236K
Moody Aldrich Partners LLC 0.05% Add +0.5% 813 $236K
Allred Capital Management, LLC 0.09% No change 810 $235K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -49.6% 808 $234K
Paradigm Asset Management Co. LLC 0.07% Reduce -88.0% 806 $234K
Alpha Family Trust 0.14% No change 805 $234K
Pin Oak Investment Advisors Inc. 0.22% No change 804 $233K
Beta Wealth Group, Inc. 0.11% No change 802 $233K
Shufro Rose & Co. LLC 0.02% No change 800 $232K
Hamilton Capital, LLC 0.02% Reduce -6.0% 800 $232K
Key Client Fiduciary Advisors, LLC 0.12% Add +2.2% 799 $232K
Keb Asset Management, LLC 0.08% Add +0.1% 799 $232K
Canopy Partners, LLC 0.11% Add +3.6% 799 $232K
Schwartz Investment Counsel Inc. 0.01% No change 798 $232K
Court Place Advisors, LLC 0.07% No change 796 $231K
Tandem Investment Advisors, Inc. 0.01% Reduce -0.1% 788 $229K
Transform Wealth, LLC 0.02% Reduce -6.1% 788 $229K
Rothschild Wealth LLC 0.07% Add +0.3% 787 $228K
Karpas Strategies, LLC 0.07% Add +0.4% 780 $226K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -0.3% 779 $226K
LVM Capital Management Ltd. 0.03% Add +0.5% 779 $226K
Athena Investment Management 0.14% Reduce -3.1% 776 $225K
Austin Wealth Management, LLC 0.05% Add +0.1% 789 $224K
Boston Research & Management Inc. 0.06% No change 770 $223K
Clayton Financial Group LLC 0.10% New 787 $222K
Hunter Associates Investment Management LLC 0.04% Reduce -3.2% 766 $222K
Founders Financial Alliance, LLC 0.07% New 764 $222K
Baldwin Wealth Partners LLC 0.02% No change 763 $221K
McGowan Group Asset Management, Inc. 0.03% Reduce -12.5% 760 $220K
Interchange Capital Partners, LLC 0.08% New 757 $220K
Pettyjohn, Wood & White, Inc. 0.04% No change 756 $219K
FDx Advisors, Inc. 0.06% Reduce -73.4% 754 $219K
Israel Discount Bank of New York 0.35% Reduce -43.2% 754 $219K
Atwater Malick LLC 0.08% No change 752 $218K
Renasant Bank 0.15% Reduce -6.9% 751 $218K
Skylands Capital, LLC 0.03% No change 750 $218K
Spinnaker Trust 0.01% No change 750 $218K
Corundum Group, Inc. 0.08% New 746 $216K
Shorepoint Capital Partners LLC 0.05% No change 745 $216K
Cascade Financial Partners, LLC 0.03% No change 744 $216K
Wendell David Associates Inc. 0.02% No change 737 $214K
RW Investment Management LLC 0.03% No change 737 $214K
Larson Financial Group LLC 0.01% Reduce -17.0% 733 $213K
Advisor OS, LLC 0.02% Add +2.8% 730 $212K
Proficio Capital Partners LLC 0.02% New 729 $212K
Sunesis Advisors, LLC 0.13% Reduce -27.5% 729 $212K
Loomis Sayles & Co. L P 0.00% Add +297.8% 728 $211K
Affinity Wealth Management LLC 0.04% New 725 $210K
Harris Associates (Oakmark Funds) 0.00% No change 725 $210K
Keudell/Morrison Wealth Management 0.06% No change 723 $210K
Simon Quick Advisors, LLC 0.01% New 719 $209K
Randall & Associates Wealth Management 0.19% New 719 $209K
Patriot Investment Management Group, Inc. 0.02% Reduce -0.6% 716 $208K
Barry Investment Advisors, LLC 0.07% Add +0.4% 716 $208K
Integrated Investment Consultants, LLC 0.06% No change 735 $208K
V-Square Quantitative Management LLC 0.03% Reduce -20.0% 715 $207K
Fort Sheridan Advisors LLC 0.03% No change 713 $207K
HHM Wealth Advisors, LLC 0.03% Add +7000.0% 710 $206K
Roman Butler Fullerton & Co. 0.07% Reduce -2.0% 728 $205K
KPP Advisory Services LLC 0.05% New 707 $205K
Mechanics Bank Trust Department 0.03% Reduce -5.6% 707 $205K
Montchanin Asset Management, LLC 0.20% New 705 $205K
Opes Wealth Management LLC 0.04% New 705 $205K
Arbor Trust Wealth Advisors, LLC 0.11% Add +0.9% 701 $203K
Carmichael Hill & Associates, Inc. 0.08% No change 700 $203K
HT Partners LLC 0.07% New 700 $203K
Buckingham Capital Management, Inc. 0.02% New 700 $203K
Waldron Private Wealth LLC 0.01% New 697 $202K
Bruce G. Allen Investments, LLC 0.17% Reduce -10.4% 696 $202K
West Coast Financial LLC 0.02% Reduce -3.9% 696 $202K
Bay Rivers Group 0.10% New 695 $202K
Childress Capital Advisors, LLC 0.06% New 693 $201K
Geller Advisors LLC 0.01% New 693 $201K
GoalFusion Wealth Management, LLC 0.12% New 691 $200K
Evernest Financial Advisors, LLC 0.09% New 691 $200K
Eagle Strategies LLC 0.04% New 691 $200K
Van Cleef Asset Management,Inc 0.03% New 690 $200K
Cromwell Holdings LLC 0.12% — 685 $199K
Rise Advisors, LLC 0.10% Add +0.6% 683 $198K
FSC Wealth Advisors, LLC 0.14% Add +53.0% 670 $194K
Missouri Trust & Investment Co 0.07% Reduce -3.6% 663 $192K
Accordant Advisory Group Inc 0.18% No change 649 $188K
Deseret Mutual Benefit Administrators 0.09% Add +26.9% 646 $187K
Smartleaf Asset Management LLC 0.03% Add +19.3% 636 $186K
Chesapeake Asset Management LLC 0.18% Add +754.7% 641 $186K
Banque Cantonale Vaudoise 0.01% Add +325.3% 638 $185K
Financial Network Wealth Advisors LLC 0.14% New 628 $182K
Rosenberg Matthew Hamilton 0.05% Reduce -2.5% 622 $179K
Kelly Financial Services LLC 0.06% Reduce -2.3% 604 $175K
Covestor Ltd 0.11% Reduce -7.9% 604 $175K
Spotlight Asset Group, Inc. 0.12% No change 601 $174K
First Personal Financial Services 0.04% No change 600 $174K
Caldwell Sutter Capital, Inc. 0.08% Reduce -3.0% 579 $168K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 575 $168K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -29.2% 573 $166K
Solstein Capital, LLC 0.11% No change 563 $163K
First Command Advisory Services, Inc. 0.00% Reduce -0.5% 560 $162K
Coppell Advisory Solutions LLC 0.03% — 533 $155K
Godsey & Gibb, Inc. 0.02% New 532 $154K
Central Bank & Trust Co. 0.02% No change 500 $145K
Concord Wealth Partners 0.03% Reduce -5.9% 498 $144K
Gradient Investments LLC 0.00% Add +9.3% 496 $144K
Hobbs Group Advisors, LLC 0.05% — 495 $144K
Atlas Capital Advisors Inc. 0.02% No change 483 $140K
Peoples Financial Services Corp. 0.06% No change 481 $140K
West Branch Capital LLC 0.05% No change 450 $131K
Harvest Fund Management Co., Ltd 0.01% Add +136.4% 442 $128K
Plante Moran Financial Advisors, LLC 0.01% Reduce -7.3% 441 $128K
Motco 0.01% No change 441 $128K
West Paces Advisors Inc. 0.03% Add +118.0% 436 $127K
Union Savings Bank 0.07% No change 434 $126K
Stone House Investment Management, LLC 0.03% No change 428 $124K
Private Wealth Management Group, LLC 0.05% No change 421 $122K
Old Second National Bank of Aurora 0.03% Add +15.4% 411 $119K
Key Financial Inc 0.03% No change 406 $118K
American National Bank & Trust 0.01% Add +6.9% 403 $117K
Crewe Advisors LLC 0.01% Reduce -7.8% 401 $116K
Compagnie Lombard Odier SCmA 0.00% No change 400 $116K
Orion Capital Management LLC 0.06% No change 386 $112K
Centerpoint Advisors, LLC 0.04% No change 380 $110K
Estabrook Capital Management 0.02% No change 372 $108K
Johnson Financial Group, Inc. 0.01% No change 370 $107K
Mascoma Wealth Management LLC 0.03% Reduce -22.2% 350 $102K
Register Financial Advisors LLC 0.05% No change 340 $99K
Barrett & Company, Inc. 0.04% Reduce -5.6% 339 $98K
Westside Investment Management, Inc. 0.02% Add +4.7% 334 $97K
Triad Wealth Partners, LLC 0.05% New 327 $95K
Colonial Trust Advisors 0.01% Reduce -28.0% 324 $94K
Ransom Advisory, Ltd 0.05% No change 323 $94K
Grove Bank & Trust 0.01% Reduce -3.0% 320 $93K
Bear Mountain Capital, Inc. 0.04% No change 325 $92K
Investors Research Corp 0.02% Reduce -3.4% 315 $91K
Erste Asset Management GmbH 0.00% Add +19.2% 310 $90K
Blue Bell Private Wealth Management, LLC 0.02% Add +7.3% 308 $89K
Versant Capital Management, Inc 0.02% Add +20.9% 306 $89K
Founders Capital Management 0.06% No change 300 $87K
Guardian Wealth Management, Inc. 0.07% Add +0.3% 298 $86K
Tsfg, LLC 0.02% Add +0.7% 297 $86K
Voisard Asset Management Group, Inc. 0.04% Add +113.8% 295 $86K
Nvwm, LLC 0.02% Add +5.0% 292 $85K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 288 $84K
Quarry LP 0.04% Add +85.0% 283 $82K
Park Place Capital Corp 0.03% Reduce -19.3% 276 $80K
Zions Bancorporation, N.A. 0.01% Reduce -6.5% 275 $80K
Silvant Capital Management LLC 0.00% No change 274 $79K
GPS Wealth Strategies Group, LLC 0.01% Add +281.4% 267 $77K
Syntax Research, Inc. 0.06% No change 252 $73K
Smithfield Trust Co 0.00% Reduce -11.6% 245 $73K
Opal Wealth Advisors, LLC 0.02% New 249 $72K
Fortitude Family Office, LLC 0.04% Add +100.0% 246 $71K
Advantage Trust Co 0.05% No change 240 $70K
Sittner & Nelson, LLC 0.03% Add +9.2% 237 $69K
Continuum Advisory, LLC 0.01% Add +11.5% 233 $68K
SJS Investment Consulting Inc. 0.01% No change 231 $67K
Chris Bulman Inc 0.05% — 229 $66K
Duncker Streett & Co. Inc. 0.01% No change 227 $66K
Quent Capital, LLC 0.01% Reduce -1.3% 226 $66K
PSI Advisors, LLC 0.02% Reduce -6.3% 225 $65K
ICA Group Wealth Management, LLC 0.04% Reduce -26.5% 222 $64K
Gables Capital Management Inc. 0.03% No change 220 $64K
Pacific Capital Wealth Advisors, Inc. 0.01% Reduce -7.2% 218 $63K
Riverview Trust Co 0.06% No change 217 $63K
Atlantic Private Wealth, LLC 0.05% Add +0.5% 211 $61K
New England Capital Financial Advisors LLC 0.03% No change 209 $61K
M&R Capital Management Inc. 0.01% No change 204 $59K
JNBA Financial Advisors 0.01% No change 201 $58K
Twin Lakes Capital Management, LLC 0.04% No change 200 $58K
Birchbrook, Inc. 0.03% No change 200 $58K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 200 $58K
Canton Hathaway, LLC 0.02% No change 200 $58K
Great Lakes Retirement, Inc. 0.01% New 196 $57K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 194 $56K
Hexagon Capital Partners LLC 0.01% Reduce -2.6% 189 $55K
Spectrum Wealth Counsel, LLC 0.01% Reduce -19.0% 188 $55K
Cetera Trust Company, N.A 0.03% No change 184 $53K
Trifecta Capital Advisors, LLC 0.01% Add +1710.0% 181 $53K
Gleason Group, Inc. 0.01% Add +0.6% 180 $52K
Field & Main Bank 0.02% Add +20.0% 180 $52K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.6% 180 $52K
GoalVest Advisory LLC 0.02% No change 179 $52K
Rational Advisors, Inc. 0.01% Reduce -4.8% 179 $52K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +59.6% 174 $50K
Gilliland Jeter Wealth Management LLC 0.02% Reduce -10.2% 168 $49K
First PREMIER Bank 0.01% No change 161 $47K
Lazard Asset Management LLC 0.00% New 164 $47K
Beacon Capital Management, LLC 0.01% Add +43.8% 161 $47K
Family Firm, Inc. 0.01% New 161 $47K
MV Capital Management, Inc. 0.01% Add +2.6% 160 $46K
FWL Investment Management, LLC 0.02% New 160 $46K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -21.0% 158 $46K
Annapolis Financial Services, LLC 0.01% No change 156 $45K
Glen Eagle Advisors, LLC 0.01% Add +431.0% 154 $45K
Cornerstone Planning Group LLC 0.01% Reduce -10.8% 157 $45K
Riggs Asset Managment Co. Inc. 0.01% No change 145 $42K
Coston, McIsaac & Partners 0.01% No change 145 $42K
Carolinas Wealth Consulting LLC 0.01% Add +2.1% 144 $42K
Prestige Wealth Management Group LLC 0.01% No change 143 $41K
Wetzel Investment Advisors, Inc. 0.02% No change 146 $41K
Princeton Global Asset Management LLC 0.01% No change 135 $39K
Meeder Asset Management Inc. 0.00% Add +385.2% 131 $38K
Y.D. More Investments Ltd 0.00% No change 130 $38K
Lynx Investment Advisory 0.03% — 128 $37K
Arax Advisory Partners 0.00% Add +17.9% 125 $36K
Briaud Financial Planning Inc 0.02% No change 125 $36K
SIMA Wealth Partners, LLC 0.03% — 120 $35K
Richardson Financial Services Inc. 0.02% Add +21.4% 119 $35K
RFP Financial Group LLC 0.01% Add +67.1% 117 $34K
Abound Wealth Management 0.01% Reduce -0.8% 117 $34K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 115 $34K
Pacifica Partners Inc. 0.01% No change 112 $32K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +120.0% 110 $32K
Ogorek Anthony Joseph /NY/ 0.01% No change 107 $31K
Bell Investment Advisors, Inc 0.01% Add +1.9% 105 $30K
VitalStone Financial, LLC 0.02% Reduce -20.6% 104 $30K
Legend Financial Advisors, Inc. 0.02% Reduce -8.0% 104 $30K
Winch Advisory Services, LLC 0.01% No change 103 $30K
Quintet Private Bank (Europe) S.A. 0.00% Add +6.0% 88 $29K
PARK CIRCLE Co 0.03% No change 100 $29K
ZynergyRetirementPlanningLLC 0.02% — 100 $29K
Operose Advisors LLC 0.01% No change 100 $29K
DecisionPoint Financial, LLC 0.01% No change 92 $28K
Main Street Group, LTD 0.01% No change 94 $27K
Burkett Financial Services, LLC 0.01% Add +1.1% 92 $27K
Strategic Financial Concepts, LLC 0.02% New 62,884 $26K
American Capital Advisory, LLC 0.02% New 100 $26K
St Germain D J Co. Inc. 0.00% Reduce -26.1% 88 $26K
Redmont Wealth Advisors LLC 0.04% No change 87 $25K
Towne Trust Company, N.A 0.01% No change 87 $25K
Slocum, Gordon & Co LLP 0.02% No change 86 $25K
GW&K Investment Management, LLC 0.00% Add +10.4% 85 $25K
Aspect Partners, LLC 0.01% No change 85 $25K
William B. Walkup & Associates, Inc. 0.02% — 84 $24K
REAP Financial Group, LLC 0.01% Reduce -9.7% 84 $24K
Front Row Advisors LLC 0.01% Reduce -6.9% 81 $24K
Criterion Capital Advisors, LLC 0.01% No change 80 $23K
Maryland Capital Advisors Inc. 0.01% No change 80 $23K
Clarity Asset Management, Inc. 0.02% No change 80 $23K
Tyler-Stone Wealth Management 0.01% No change 79 $23K
Steph & Co. 0.01% Add +8.2% 79 $23K
Laurel Wealth Advisors LLC 0.00% No change 72 $21K
POM Investment Strategies, LLC 0.02% No change 71 $21K
Salomon & Ludwin, LLC 0.00% Reduce -39.8% 71 $21K
NFSG Corp 0.01% Reduce -57.1% 70 $20K
Mb, Levis & Associates, LLC 0.01% No change 70 $20K
Game Plan Financial Advisors, LLC 0.01% No change 70 $20K
Altshuler Shaham Ltd 0.00% Reduce -21.6% 69 $20K
Iron Horse Wealth Management, LLC 0.01% No change 68 $20K
Glass Jacobson Investment Advisors llc 0.01% No change 67 $19K
Perkins Coie Trust Co 0.00% No change 65 $19K
Rakuten Securities, Inc. 0.01% Add +75.0% 63 $18K
Cassady Schiller Wealth Management, LLC 0.01% No change 63 $18K
Core Alternative Capital 0.00% No change 63 $18K
PrairieView Partners, LLC 0.00% No change 63 $18K
Cape Investment Advisory, Inc. 0.01% No change 61 $18K
Cedar Wealth Management, LLC 0.01% No change 61 $18K
WR Wealth Planners, LLC 0.01% Add +8.9% 61 $18K
Optiver Holding B.V. 0.00% Reduce -84.8% 61 $18K
Signature Resources Capital Management, LLC 0.01% No change 59 $17K
Strategic Investment Solutions, Inc. 0.01% — 57 $17K
Archer Investment Corp 0.00% No change 58 $17K
Northwest Capital Management Inc 0.01% No change 55 $16K
Financial Management Professionals, Inc. 0.00% Add +3.8% 55 $16K
Eukles Asset Management 0.01% No change 55 $16K
Aspire Private Capital, LLC 0.00% No change 54 $16K
Cranbrook Wealth Management, LLC 0.00% No change 50 $15K
Valley National Advisers Inc. 0.00% Reduce -7.3% 51 $14K
Ruedi Wealth Management, Inc. 0.01% Add +182.3% 48 $14K
Highline Wealth Partners LLC 0.01% Add +683.3% 47 $14K
TFC Financial Management, Inc. 0.00% Add +62.1% 47 $14K
Tucker Asset Management LLC 0.00% No change 46 $13K
Center for Financial Planning, Inc. 0.00% No change 42 $12K
Fairway Wealth LLC 0.01% New 41 $12K
Hudson Edge Investment Partners Inc. 0.00% New 40 $12K
Financial Perspectives, Inc 0.00% Add +2.6% 40 $11K
SOA Wealth Advisors, LLC. 0.00% No change 38 $11K
Abich Financial Wealth Management LLC 0.01% Add +46.1% 38 $11K
McIlrath & Eck, LLC 0.00% Reduce -32.7% 37 $11K
Red Tortoise LLC 0.01% No change 34 $10K
Caitlin John, LLC 0.01% Reduce -97.5% 33 $10K
Stephens Consulting, LLC 0.00% New 29 $8K
Global Financial Private Client, LLC 0.00% No change 29 $8K
Delos Wealth Advisors, LLC 0.01% No change 28 $8K
Keener Financial Planning LLC 0.01% Reduce -48.3% 31 $8K
Avion Wealth 0.00% Add +14.8% 31 $8K
Morton Brown Family Wealth, LLC 0.00% No change 27 $8K
First United Bank & Trust 0.00% No change 25 $7K
Country Trust Bank 0.00% No change 25 $7K
Mfa Wealth Advisors, LLC 0.00% New 24 $7K
Vermillion & White Wealth Management Group, LLC 0.00% No change 22 $6K
Dunhill Financial, LLC 0.00% Add +214.3% 22 $6K
Montag A & Associates Inc. 0.00% No change 21 $6K
Emfo, LLC 0.01% No change 20 $6K
Ibex Wealth Advisors 0.00% Reduce -99.8% 20 $6K
SWS Partners 0.00% New 19 $6K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 17 $5K
Wolff Wiese Magana LLC 0.00% No change 15 $4K
IAG Wealth Partners, LLC 0.00% No change 15 $4K
RE Dickinson Investment Advisors, LLC 0.00% No change 14 $4K
Pineridge Advisors LLC 0.00% No change 14 $4K
Halpern Financial, Inc. 0.00% New 14 $4K
Longfellow Investment Management Co. LLC 0.00% No change 14 $4K
First Community Trust NA 0.00% No change 13 $4K
SWAN Capital LLC 0.00% New 12 $3K
EnRich Financial Partners LLC 0.00% New 12 $3K
Hilltop National Bank 0.00% No change 12 $3K
Provenance Wealth Advisors, LLC 0.00% No change 12 $3K
Valued Wealth Advisors LLC 0.00% No change 11 $3K
Tortoise Investment Management, LLC 0.00% No change 10 $3K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -70.0% 9 $3K
FPC Investment Advisory, Inc. 0.00% No change 8 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +33.3% 8 $2K
Strengthening Families & Communities, LLC 0.00% New 6 $2K
WealthCollab, LLC 0.00% No change 6 $2K
Raffa Wealth Management, LLC 0.00% No change 6 $2K
Hollencrest Capital Management 0.00% No change 6 $2K
Sawyer & Company, Inc 0.00% New 2 $1K
Breakwater Investment Management 0.00% No change 3 $871
Horizon Financial Services, LLC 0.00% No change 3 $870
Castleview Partners, LLC 0.00% No change 3 $870
Redwood Wealth Management Group, LLC 0.00% New 2 $580
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $291
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1 $198
McClarren Financial Advisors, Inc. 0.00% Add +5700.0% 290 $1
Evolution Advisers, Inc. 0.00% New 2 $0

"% of holder's portfolio" is GD's weight in each manager's 13F, not the share of General Dynamics Corp. the manager owns.