General DynamicsGD

13F holders, Q3 2024 (September 30)
1,802holders +32
126new positions
94sold out
9famous investors
$302.09avg. 13F price*

At the end of Q3 2024, 1,802 institutions reported holding General Dynamics Corp. (GD) in their 13F filings, up 32 from Q2 2024. 126 opened new positions and 94 sold out. The largest holders were Longview Asset Management, LLC ($8.5B), Vanguard Group Inc. ($7.0B) and BlackRock, Inc. ($4.9B). 9 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 Joel Greenblatt (0.1% of Gotham Asset Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions126$129.4M
Exits94$994.0M

All 13F filers, Q2 2024 → Q3 2024: 11,422,104 shares bought and 8,181,755 shares sold, net +3,240,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,802 holders

Longview Asset Management, LLC 96.18% No change 28,097,732 $8.5B
Vanguard Group Inc. 0.12% Add +4.3% 23,073,761 $7.0B
BlackRock, Inc. 0.10% — 16,271,982 $4.9B
Newport Trust Company, LLC 11.17% Reduce -1.4% 15,243,636 $4.6B
Wellington Management Group LLP 0.75% Add +0.8% 14,205,330 $4.3B
State Street Corp. 0.13% Add +9.4% 10,945,110 $3.3B
Massachusetts Financial Services Co. 0.71% Add +2.5% 7,829,662 $2.4B
Bank of America Corp. 0.21% Reduce -1.0% 7,771,650 $2.3B
Capital Research Global Investors 0.39% Add +0.0% 6,270,651 $1.9B
Wells Fargo & Company 0.46% Reduce -1.9% 6,206,844 $1.9B
JPMorgan Chase & Co. 0.14% Add +0.0% 5,824,117 $1.8B
Geode Capital Management, LLC 0.14% Add +13.0% 5,557,404 $1.7B
Morgan Stanley 0.11% Add +72.2% 5,229,350 $1.6B
FMR LLC 0.09% Add +0.5% 4,940,537 $1.5B
Sanders Capital, LLC 1.83% Add +1.2% 4,178,460 $1.3B
T. Rowe Price Associates Inc. 0.13% Reduce -16.6% 3,741,105 $1.1B
Aristotle Capital Management, LLC 1.64% Add +0.7% 2,979,117 $900.3M
Royal Bank of Canada 0.19% Add +6.4% 2,789,068 $842.9M
Northern Trust Corp. 0.12% Add +6.7% 2,502,267 $756.2M
Invesco Ltd. 0.13% Add +25.0% 2,196,261 $663.7M
Ameriprise Financial Inc. 0.16% Reduce -1.5% 2,040,216 $616.7M
Franklin Resources Inc. 0.15% Reduce -1.1% 1,773,670 $535.4M
Bank of New York Mellon Corp 0.09% Add +2.5% 1,646,306 $497.5M
Goldman Sachs Group Inc. 0.09% Add +34.1% 1,552,760 $469.2M
Charles Schwab Investment Management Inc. 0.09% Add +8.1% 1,537,149 $464.5M
Dimensional Fund Advisors LP 0.11% Add +3.3% 1,534,049 $463.6M
Boston Partners 0.51% Reduce -2.1% 1,435,733 $434.3M
Bank of Montreal 0.19% Add +1.4% 1,356,939 $407.3M
Legal & General Group Plc 0.09% Reduce -1.1% 1,100,661 $332.6M
Nuveen Asset Management, LLC 0.09% Add +3.6% 1,093,809 $330.5M
HSBC Holdings PLC 0.20% Reduce -22.9% 1,038,237 $313.1M
UBS Group AG 0.08% Add +13.2% 966,907 $292.2M
Barclays PLC 0.13% Add +43.1% 942,485 $284.8M
California Public Employees Retirement System 0.19% Reduce -0.3% 918,968 $277.7M
Envestnet Asset Management Inc. 0.09% Add +2.5% 892,275 $269.6M
Two Sigma Advisers, LP 0.61% Add +117.0% 858,600 $259.5M
First Trust Advisors LP 0.24% Reduce -1.0% 821,233 $248.2M
Primecap Management Co. 0.18% Reduce -1.0% 798,440 $241.3M
Deutsche Bank AG 0.10% Add +153.1% 793,535 $239.8M
Cullen Capital Management, LLC 2.50% Reduce -3.6% 761,219 $230.0M
Janus Henderson Group PLC 0.11% Reduce -30.0% 737,105 $222.7M
Swiss National Bank 0.14% Add +0.4% 692,146 $209.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +4.6% 666,544 $201.4M
ProShare Advisors LLC 0.48% Add +2.9% 653,517 $197.5M
Two Sigma Investments, LP 0.44% Add +10.9% 624,631 $188.8M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +0.9% 588,619 $177.9M
Capital International Investors 0.03% Add +0.1% 574,760 $173.7M
AQR Capital Management 0.23% Add +27.7% 562,309 $169.9M
Manufacturers Life Insurance Company, The 0.14% Reduce -17.6% 520,510 $157.3M
Rhumbline Advisers 0.14% Add +1.6% 510,992 $154.4M
National Pension Service 0.14% Add +17.1% 479,294 $144.8M
Raymond James & Associates 0.09% Add +5.1% 463,447 $140.1M
LPL Financial LLC 0.06% Add +4.7% 441,544 $133.4M
Hotchkis & Wiley Capital Management LLC 0.41% Reduce -2.0% 411,839 $124.5M
New York State Common Retirement Fund 0.17% Reduce -10.1% 404,207 $122.2M
Markel Group 1.06% No change 391,000 $118.2M
Westwood Holdings Group Inc. 0.90% Add +0.6% 386,306 $116.7M
California State Teachers Retirement System 0.14% Reduce -0.4% 383,078 $115.8M
Victory Capital Management Inc. 0.11% Add +10.9% 382,449 $115.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +13.1% 376,607 $113.8M
Thrivent Financial for Lutherans 0.22% Reduce -2.8% 373,976 $113.0M
Prudential Financial Inc. 0.16% Add +114.3% 372,531 $112.6M
Blair William & Co. 0.31% Add +0.8% 351,557 $106.2M
Russell Investments Group, Ltd. 0.15% Add +1.2% 349,447 $105.6M
Public Employees Retirement Association of Colorado 0.41% Reduce -16.2% 342,565 $103.5M
Zacks Investment Management 0.83% Add +11.3% 315,643 $95.4M
BNP Paribas Financial Markets 0.09% Reduce -1.3% 309,238 $93.5M
Truist Financial Corp. 0.15% Add +0.3% 307,701 $93.0M
Principal Financial Group Inc. 0.05% Add +17.5% 297,577 $89.9M
Millennium Management 0.08% Add +255.1% 287,940 $87.0M
Stifel Financial Corp. 0.09% Add +2.4% 285,680 $86.3M
Sei Investments Co. 0.11% Add +19.4% 285,438 $86.3M
Alliancebernstein L.P. 0.03% Add +5.1% 270,700 $81.8M
Pzena Investment Management LLC 0.26% Add +0.1% 270,507 $81.7M
Natixis Advisors, LLC 0.16% Add +2.8% 266,337 $80.5M
Penserra Capital Management LLC 1.74% Add +1.2% 265,727 $80.3M
Bahl & Gaynor LLC 0.41% Add +0.3% 262,876 $79.4M
Equity Investment Corp. 1.83% Reduce -0.8% 260,011 $78.6M
Raymond James Financial Services Advisors, Inc. 0.10% Reduce -3.4% 256,833 $77.6M
Qube Research & Technologies Ltd 0.14% Add +80.6% 254,450 $76.9M
HighTower Advisors, LLC 0.11% Add +9.5% 250,705 $75.8M
Capitolis Liquid Global Markets LLC 0.80% Add +42.9% 250,000 $75.5M
Saratoga Research & Investment Management 3.19% Reduce -4.3% 241,290 $72.9M
State Board of Administration of Florida Retirement System 0.14% Add +1.3% 237,304 $71.7M
Fifth Third Bancorp 0.25% Add +3.3% 231,945 $70.1M
New York State Teachers Retirement System 0.14% Reduce -0.8% 222,291 $67.2M
Janney Montgomery Scott LLC 0.18% Add +3.7% 219,102 $66.2M
Squarepoint Ops LLC 0.22% Add +3442.4% 218,247 $66.0M
PNC Financial Services Group, Inc. 0.04% Reduce -3.2% 216,060 $65.3M
Citigroup Inc. 0.06% Reduce -3.6% 215,929 $65.3M
Caisse de depot et placement du Quebec 0.13% Add +5.2% 213,652 $64.6M
Nomura Asset Management Co. Ltd. 0.19% Add +6.5% 199,107 $60.2M
Earnest Partners LLC 0.26% Reduce -12.6% 197,595 $59.7M
Regions Financial Corp. 0.39% Reduce -1.8% 181,595 $54.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% Add +57.5% 176,563 $53.4M
Canada Pension Plan Investment Board 0.05% Reduce -9.5% 172,468 $52.1M
Vest Financial, LLC 1.00% Add +14.7% 171,891 $51.9M
Clark Capital Management Group, Inc. 0.33% Add +2.3% 159,592 $48.2M
Marshall Wace, LLP 0.06% Add +422.1% 156,297 $47.2M
National Bank of Canada 0.06% Add +79.1% 155,953 $47.1M
Los Angeles Capital Management LLC 0.19% Add +55.0% 155,658 $47.0M
Wealth Enhancement Advisory Services, LLC 0.10% Add +1.8% 154,897 $46.8M
TD Asset Management Inc 0.04% Add +82.4% 154,903 $46.5M
Allspring Global Investments Holdings, LLC 0.07% Add +2.0% 152,988 $46.2M
Commonwealth Equity Services, LLC 0.07% Reduce -1.0% 148,943 $45.0M
Henshaw Capital LLC 1.80% No change 142,150 $43.0M
Bartlett & Co. Wealth Management LLC 0.61% Reduce -4.3% 141,104 $42.6M
State of Wisconsin Investment Board 0.11% Add +11.4% 140,688 $42.5M
Chevy Chase Trust Holdings, LLC 0.13% Add +11.3% 139,657 $42.2M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -2.9% 138,142 $41.7M
Ancora Advisors LLC 0.95% Add +1.6% 137,698 $41.6M
Treasurer of the State of North Carolina 0.17% Reduce -1.3% 137,482 $41.5M
Polaris Capital Management, LLC 2.04% Reduce -3.8% 137,364 $41.5M
Peapack Gladstone Financial Corp. 0.60% Reduce -0.0% 136,676 $41.3M
HM Payson & Co. 0.69% Reduce -1.1% 132,483 $40.0M
Conning Inc. 1.32% Add +6.8% 126,074 $38.1M
Toronto Dominion Bank 0.07% Add +4.7% 124,347 $37.6M
Morningstar Investment Services LLC 0.38% Add +0.3% 124,574 $37.4M
Oppenheimer Asset Management Inc. 0.45% Add +0.5% 123,709 $37.4M
Edgar Lomax Co. 2.28% Reduce -1.6% 123,439 $37.3M
Randolph Co Inc 4.33% Reduce 0.0% 123,285 $37.3M
Public Employees Retirement System of Ohio 0.16% Reduce -0.5% 123,181 $37.2M
Korea Investment CORP 0.09% Reduce -27.4% 119,886 $36.2M
Royal London Asset Management Ltd. 0.09% Add +9.2% 119,399 $36.1M
Teacher Retirement System of Texas 0.17% Add +12.5% 118,740 $35.9M
Rockefeller Capital Management L.P. 0.10% Add +9.0% 118,682 $35.9M
Smith Chas P & Associates Pa Cpas 1.99% Reduce -1.6% 116,808 $35.3M
Kornitzer Capital Management Inc. 0.64% Reduce -1.0% 114,562 $34.6M
Florida Trust Wealth Management Co 1.06% Add +1.9% 109,789 $33.2M
US Bancorp \de 0.04% Reduce -5.6% 109,702 $33.2M
Azimuth Capital Investment Management LLC 1.28% Reduce -0.1% 109,491 $33.1M
Corient Private Wealth LP 0.05% Reduce -9.6% 108,896 $32.9M
Neuberger Berman Group LLC 0.03% Reduce -1.1% 108,689 $32.8M
TD Waterhouse Canada Inc. 0.27% Add +12.1% 107,409 $32.8M
Sabal Trust CO 1.77% Reduce -1.6% 107,406 $32.5M
Osaic Holdings, Inc. 0.07% Add +0.9% 106,737 $32.3M
Epoch Investment Partners, Inc. 0.14% Reduce -2.0% 105,877 $32.0M
United Capital Financial Advisors, LLC 0.26% Reduce -4.0% 104,136 $31.5M
Man Group plc 0.09% Add +447.7% 103,989 $31.4M
Barrow Hanley Mewhinney & Strauss LLC 0.10% Reduce -11.7% 102,697 $31.0M
Main Street Research LLC 1.90% Add +2.5% 100,119 $30.3M
Worldquant Millennium Advisors LLC 0.22% New 98,640 $29.8M
Cetera Investment Advisers 0.07% Add +3.5% 98,612 $29.8M
Voya Investment Management LLC 0.03% Reduce -20.0% 92,808 $28.0M
Chilton Capital Management LLC 1.15% Add +4.6% 91,087 $27.5M
Mackenzie Financial Corp. 0.04% Add +0.3% 90,942 $27.5M
Sanctuary Advisors, LLC 0.17% Add +12.8% 95,811 $27.0M
Baird Financial Group, Inc. 0.05% Reduce -5.1% 88,823 $26.8M
Nisa Investment Advisors, LLC 0.16% Add +0.0% 87,797 $26.5M
Confluence Investment Management LLC 0.35% Reduce -1.1% 87,746 $26.5M
Lido Advisors, LLC 0.20% Add +47.2% 87,696 $26.5M
Cambridge Investment Research Advisors, Inc. 0.09% Add +5.8% 87,006 $26.3M
State of Tennessee, Department of Treasury 0.09% Reduce -24.2% 86,473 $26.1M
Asset Management One Co., Ltd. 0.09% Add +1.9% 86,139 $26.0M
Becker Capital Management Inc. 0.84% Reduce -0.6% 85,766 $25.9M
State of New Jersey Common Pension Fund D 0.11% No change 85,563 $25.9M
Kestra Advisory Services, LLC 0.14% Add +4.2% 85,378 $25.8M
Martingale Asset Management L P 0.57% Reduce -15.0% 82,625 $25.0M
Macquarie Group Ltd. 0.03% Add +4.8% 81,142 $24.5M
Resona Asset Management Co.,Ltd. 0.14% Reduce -1.5% 80,630 $24.3M
Comerica Bank 0.10% Add +8.5% 80,525 $24.3M
&partners 0.47% Add +108.7% 80,268 $24.3M
Tidal Investments LLC 0.27% Add +605.5% 79,568 $24.0M
Adage Capital Partners Gp, L.L.C. 0.04% Add +36.6% 78,333 $23.7M
CIBC Private Wealth Group LLC 0.04% Add +597.5% 77,846 $23.5M
Adams Diversified Equity Fund, Inc. 0.86% Reduce -11.8% 77,200 $23.3M
Synovus Financial Corp. 0.27% Reduce -0.6% 75,961 $23.0M
Professional Advisory Services Inc. 2.69% Reduce -2.5% 73,998 $22.4M
CANADA LIFE ASSURANCE Co 0.04% Add +6.2% 73,673 $22.3M
STRS Ohio 0.09% Reduce -3.9% 73,574 $22.2M
D.A. Davidson & Co. 0.18% Reduce -13.4% 72,884 $22.0M
GW Henssler & Associates Ltd. 1.25% Reduce -0.8% 72,838 $22.0M
Citadel Advisors 0.02% Reduce -82.8% 71,933 $21.7M
Vident Advisory, LLC 0.55% Add +24.7% 71,652 $21.7M
State of Michigan Retirement System 0.11% Add +12.7% 70,212 $21.2M
Thomasville National Bank 1.57% Add +0.7% 70,144 $21.2M
Cerity Partners LLC 0.05% Add +29.5% 69,525 $21.0M
Cwm, LLC 0.09% Reduce -4.2% 69,174 $20.9M
Busey Bank 0.68% Add +2.8% 68,468 $20.7M
Arvest Bank Trust Division 1.19% — 68,390 $20.7M
MetLife Investment Management, LLC 0.12% Add +9.5% 67,322 $20.3M
U S Global Investors Inc. 1.95% Reduce -21.9% 66,997 $20.2M
Arizona State Retirement System 0.13% Reduce -1.0% 66,867 $20.2M
Clough Capital Partners L P 2.05% Reduce -6.4% 66,316 $20.0M
Public Sector Pension Investment Board 0.11% Add +11.0% 64,455 $19.5M
MML Investors Services, LLC 0.07% Add +0.3% 62,982 $19.0M
Roffman Miller Associates Inc. 1.16% Add +13.6% 62,616 $18.9M
Corebridge Financial, Inc. 0.10% Add +10.2% 62,108 $18.8M
Mariner, LLC 0.03% Add +3.7% 62,051 $18.7M
Pinnacle Financial Partners Inc 0.38% Reduce -7.2% 61,920 $18.7M
NorthCrest Asset Manangement, LLC 0.55% Add +1.8% 60,094 $18.2M
Commerce Bank 0.11% Reduce -1.1% 60,024 $18.1M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -1.3% 59,459 $18.0M
O'shaughnessy Asset Management, LLC 0.16% Add +5.5% 58,069 $17.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +7.5% 57,899 $17.5M
Moran Wealth Management, LLC 0.54% Reduce -1.6% 57,765 $17.5M
Assetmark, Inc. 0.05% Add +13.7% 57,108 $17.3M
Dearborn Partners LLC 0.70% Add +0.3% 57,065 $17.2M
Edgemoor Investment Advisors, Inc. 1.50% Reduce -1.5% 56,540 $17.1M
CIBC Asset Management Inc 0.06% Add +10.9% 56,517 $17.1M
Retirement Systems of Alabama 0.06% Add +12.4% 56,384 $17.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +12.4% 56,137 $17.0M
Torray Investment Partners LLC 2.37% Reduce -0.1% 56,037 $16.9M
Nixon Peabody Trust Co. 1.40% Add +0.8% 55,774 $16.9M
Teachers Retirement System of the State of Kentucky 0.15% Reduce -0.4% 55,305 $16.7M
Amalgamated Bank 0.14% Add +14.1% 55,265 $16.7M
Jones Financial Companies LLLP 0.02% Add +47.1% 55,421 $16.7M
Oakworth Capital, Inc. 1.15% Reduce -1.3% 54,718 $16.5M
Bokf, NA 0.29% Reduce -9.3% 55,096 $16.5M
Yousif Capital Management, LLC 0.18% Add +2.5% 54,362 $16.4M
Calamos Advisors LLC 0.11% Add +21.0% 54,325 $16.4M
M&T Bank Corp 0.05% Reduce -0.5% 53,356 $16.1M
Cibc World Market Inc. 0.04% Add +16.5% 52,658 $15.9M
Czech National Bank 0.16% Add +21.3% 52,532 $15.9M
Cresset Asset Management, LLC 0.06% Add +5.0% 52,022 $15.7M
Edge Wealth Management LLC 3.15% Reduce -0.2% 51,846 $15.7M
Brandes Investment Partners, LP 0.17% Add +1.3% 51,380 $15.5M
Rothschild Investment LLC 1.00% Reduce -1.2% 50,595 $15.3M
Pictet Asset Management Holding SA 0.02% Add +1.3% 50,241 $15.2M
United Bank 1.76% Reduce -0.0% 50,123 $15.1M
Sit Investment Associates Inc. 0.34% Reduce -2.0% 50,028 $15.1M
DRH Investments, Inc. 15.79% Reduce -1.1% 49,177 $15.1M
Brown Advisory Inc. 0.02% Reduce -0.3% 48,256 $14.6M
Kestra Private Wealth Services, LLC 0.26% Reduce -6.0% 47,688 $14.4M
Creative Planning 0.01% Add +4.2% 46,948 $14.2M
Susquehanna International Group, LLP 0.02% Reduce -18.3% 46,793 $14.1M
Steward Partners Investment Advisory, LLC 0.13% Add +3.0% 46,623 $14.1M
Robeco Institutional Asset Management B.V. 0.03% Add +16.2% 45,476 $13.7M
Utah Retirement Systems 0.15% Add +0.2% 45,119 $13.6M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -38.7% 44,557 $13.5M
South Dakota Investment Council 0.26% Reduce -15.1% 44,326 $13.4M
CHURCHILL MANAGEMENT Corp 0.15% Add +3.5% 44,138 $13.3M
Palisade Asset Management, LLC 1.30% Reduce -1.1% 43,929 $13.3M
Weybosset Research & Management LLC 4.48% Reduce -0.6% 43,791 $13.2M
Holowesko Partners Ltd. 6.96% No change 43,520 $13.2M
Benjamin Edwards Inc. 0.19% Add +4129.6% 43,015 $13.0M
Willis Investment Counsel 0.84% Reduce -21.0% 42,600 $12.9M
Fulton Breakefield Broenniman LLC 0.89% Reduce -0.4% 42,234 $12.8M
Guggenheim Capital LLC 0.09% Reduce -41.3% 41,918 $12.7M
Running Oak Capital LLC 1.69% Add +6.6% 41,340 $12.5M
Atria Investments, Inc 0.15% Reduce -2.4% 40,647 $12.3M
Howe & Rusling Inc. 1.05% Reduce -0.5% 40,483 $12.2M
Kingdon Capital Management, L.L.C. 1.77% Add +20.5% 40,000 $12.1M
Swiss Life Asset Management Ltd 0.14% Reduce -5.8% 39,884 $12.0M
Townsquare Capital LLC 0.14% Add +3.5% 39,872 $12.0M
Rafferty Asset Management, LLC 0.04% Add +7.9% 39,820 $12.0M
Mercer Global Advisors Inc. 0.03% Add +12.3% 38,945 $11.9M
Van Eck Associates Corp. 0.01% Add +10.5% 38,694 $11.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -12.8% 38,913 $11.8M
Richard C. Young & CO., LTD. 1.28% Add +2.1% 38,782 $11.7M
U.S. Capital Wealth Advisors, LLC 0.41% Add +4.0% 38,102 $11.5M
Ensign Peak Advisors, Inc 0.02% Reduce -6.6% 38,081 $11.5M
Captrust Financial Advisors 0.03% Add +0.8% 38,004 $11.5M
Palisade Capital Management, LP 0.34% Reduce -0.3% 37,817 $11.4M
Crossmark Global Holdings, Inc. 0.21% Add +0.4% 37,683 $11.4M
Narwhal Capital Management 1.02% Add +6.6% 37,524 $11.3M
State of Alaska, Department of Revenue 0.12% Add +11.3% 37,266 $11.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.5% 37,099 $11.2M
Oppenheimer & Co. Inc. 0.17% Add +10.0% 37,074 $11.2M
NewEdge Advisors, LLC 0.07% Reduce -2.8% 36,972 $11.2M
Gotham Asset Management 0.11% Add +50.0% 36,761 $11.1M
Paradiem, LLC 2.62% Add +7.9% 36,753 $11.1M
Thomas Story & Son LLC 4.53% No change 36,721 $11.1M
UMB Bank, n.a. 0.17% Reduce -2.4% 36,638 $11.1M
Miramar Capital, LLC 2.56% Reduce -0.8% 36,343 $11.0M
Cadence Bank 0.75% Add +2.1% 36,072 $10.9M
Quantinno Capital Management LP 0.14% Add +86.2% 35,954 $10.9M
Pinnacle Associates Ltd. 0.18% Reduce -0.8% 41,621 $10.8M
Mattern Capital Management, LLC 1.35% Reduce -0.5% 35,373 $10.7M
Hendershot Investments Inc. 1.43% Reduce -16.0% 34,948 $10.6M
One Capital Management, LLC 0.34% Add +4.0% 34,842 $10.5M
Vaughan David Investments LLC 0.24% Reduce -0.8% 34,681 $10.5M
ING Groep NV 0.06% Add +12.7% 34,489 $10.4M
Haverford Trust Co 0.10% Reduce -1.8% 34,161 $10.3M
New York Life Investment Management LLC 0.10% Add +9.4% 34,124 $10.3M
NorthCoast Asset Management LLC 0.07% Add +116.8% 37,001 $10.3M
Allen Investment Management, LLC 0.12% No change 33,954 $10.3M
Cibc World Markets Corp. 0.07% Add +13.3% 33,566 $10.1M
Xponance LLC 0.10% Add +5.8% 33,347 $10.1M
Bank of Nova Scotia 0.02% Add +17.8% 33,123 $10.0M
Natixis 0.06% Reduce -83.7% 32,953 $10.0M
DAVENPORT & Co LLC 0.06% Add +1.6% 32,868 $9.9M
Pacer Advisors, Inc. 0.02% Add +35.8% 32,674 $9.9M
Aberdeen Group plc 0.02% Add +67.1% 32,456 $9.7M
Orion Porfolio Solutions, LLC 0.10% Reduce -0.5% 31,734 $9.6M
Orion Portfolio Solutions, LLC 0.10% Reduce -0.5% 31,734 $9.6M
Mutual of America Capital Management LLC 0.10% Add +10.7% 31,711 $9.6M
HB Wealth Management, LLC 0.10% Add +1.7% 31,700 $9.6M
Amica Mutual Insurance Co. 0.93% No change 31,620 $9.6M
Sequoia Financial Advisors, LLC 0.10% Add +14.9% 31,608 $9.6M
Amundi 0.00% Add +11.4% 32,028 $9.5M
Pathstone Holdings, LLC 0.04% Add +6.8% 31,162 $9.4M
Glenmede Trust Co. NA 0.04% Reduce -0.1% 31,040 $9.4M
ProVise Management Group, LLC 0.73% Add +4.2% 30,612 $9.3M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +795.6% 30,479 $9.2M
Weatherly Asset Management L. P. 0.80% Add +1.9% 30,282 $9.2M
Advisors Asset Management, Inc. 0.16% Reduce -3.4% 29,668 $9.0M
Daiwa Securities Group Inc. 0.04% Add +17.3% 29,557 $8.9M
Nissay Asset Management Corp. /Japan 0.06% Add +2.9% 29,337 $8.9M
Ieq Capital, LLC 0.11% Add +10.6% 29,061 $8.8M
Apella Capital, LLC 0.36% Add +0.1% 28,844 $8.8M
Morgan Dempsey Capital Management LLC 2.91% Reduce -10.9% 28,010 $8.5M
Fiduciary Trust Co 0.12% Reduce -3.0% 27,732 $8.4M
Eliot Finkel Investment Counsel, LLC 5.14% Reduce -0.9% 27,712 $8.4M
Principle Wealth Partners LLC 0.59% Reduce -0.3% 27,661 $8.4M
Martin Investment Management, LLC 2.03% Add +1.7% 27,462 $8.3M
Marks Group Wealth Management, Inc 0.79% Add +2.6% 27,274 $8.2M
Trajan Wealth LLC 0.48% Add +7.0% 27,135 $8.2M
CENTRAL TRUST Co 0.19% Add +1.3% 27,011 $8.2M
Founders Capital Management, LLC 1.41% Reduce -0.5% 26,557 $8.0M
Wealthfront Advisers LLC 0.02% Add +7.4% 26,110 $7.9M
Tompkins Financial Corp. 0.76% Add +2.4% 26,071 $7.9M
Stonebridge Capital Management Inc. 3.10% Reduce -0.5% 25,848 $7.8M
Allworth Financial LP 0.05% Add +2.8% 25,643 $7.7M
Renaissance Investment Group LLC 1.60% Reduce -0.2% 25,482 $7.7M
Matrix Asset Advisors Inc. 0.86% Add +0.3% 25,448 $7.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +6.2% 25,354 $7.7M
Intrust Bank NA 0.76% Add +0.7% 25,242 $7.6M
Fishman Jay A Ltd. 0.76% New 25,240 $7.6M
Atria Wealth Solutions, Inc. 0.08% Reduce -3.4% 25,232 $7.6M
Capital City Trust Co. 1.89% Reduce -0.2% 25,216 $7.6M
Sheaff Brock Investment Advisors, LLC 0.66% Add +0.1% 24,880 $7.5M
Studio Investment Management LLC 1.55% Reduce -0.4% 24,416 $7.4M
Kesler, Norman & Wride, LLC 1.45% Reduce -5.3% 24,381 $7.4M
Advisory Services Network, LLC 0.15% No change 25,362 $7.4M
Barometer Capital Management Inc. 2.09% Add +36.5% 24,134 $7.3M
Itau Unibanco Holding S.A. 0.24% New 24,000 $7.3M
IFM Investors Pty Ltd 0.07% Reduce -1.0% 23,869 $7.2M
Vontobel Holding Ltd. 0.02% Reduce -20.9% 23,835 $7.2M
Citizens Financial Group Inc. 0.14% Add +0.8% 23,758 $7.2M
Independent Advisor Alliance 0.26% Add +12.8% 23,373 $7.1M
Strategy Asset Managers LLC 1.35% Reduce -15.4% 23,208 $7.0M
Vanguard Personalized Indexing Management, LLC 0.11% Reduce -16.7% 23,170 $7.0M
Brookstone Capital Management 0.10% Add +3.7% 23,120 $7.0M
Mediolanum International Funds Ltd 0.10% Reduce -16.1% 23,133 $6.9M
King Luther Capital Management Corp. 0.03% Add +0.5% 22,922 $6.9M
Toth Financial Advisory Corp. 0.80% Add +2.0% 22,359 $6.8M
Raymond James Trust N.A. 0.15% Add +2.2% 22,293 $6.7M
Strategic Wealth Investment Group, LLC 0.72% Add +336.5% 22,058 $6.7M
Oregon Public Employees Retirement Fund 0.12% Add +12.9% 22,034 $6.7M
Greatmark Investment Partners, Inc. 0.89% Add +0.2% 21,769 $6.6M
GHP Investment Advisors, Inc. 0.30% Add +3.7% 21,661 $6.5M
Bfsg, LLC 0.76% Reduce -1.1% 21,612 $6.5M
Community Bank & Trust, Waco, Texas 1.47% Add +9.7% 21,539 $6.5M
Canal Capital Management, LLC 1.03% Add +6.3% 21,441 $6.5M
Apollon Wealth Management, LLC 0.18% Reduce -1.4% 21,391 $6.5M
WoodTrust Financial Corp 0.92% Add +3.5% 21,380 $6.5M
Focus Partners Wealth 0.02% Reduce -86.9% 21,125 $6.4M
Great Lakes Advisors, LLC 0.05% Reduce -1.2% 20,899 $6.3M
Schroder Investment Management Group 0.01% Reduce -9.8% 21,011 $6.3M
Hantz Financial Services, Inc. 0.11% Reduce -2.7% 20,737 $6.3M
Hilton Capital Management, LLC 0.49% New 20,737 $6.3M
CPC Advisors, LLC 0.93% Add +1.3% 20,606 $6.2M
Cornerstone Advisors, LLC 0.25% No change 20,600 $6.2M
Glassy Mountain Advisors, Inc. 2.18% Add +0.7% 20,510 $6.2M
Mizuho Markets Americas LLC 0.15% Reduce -3.8% 20,412 $6.2M
Denali Advisors LLC 0.66% Add +1171.8% 20,348 $6.1M
Tradewinds, LLC. 1.87% Add +4.4% 20,082 $6.1M
Orion Investment Co 2.35% Add +0.1% 20,001 $6.0M
Canal Insurance CO 1.42% No change 20,000 $6.0M
Bogart Wealth, LLC 0.29% Add +0.8% 19,946 $6.0M
Richard Bernstein Advisors LLC 0.13% Reduce -6.9% 19,940 $6.0M
KCM Investment Advisors LLC 0.21% Reduce -0.5% 19,910 $6.0M
FFG Partners, LLC 2.28% Add +3.5% 19,875 $6.0M
Twin Tree Management, LP 0.14% Reduce -58.3% 19,777 $6.0M
QRG Capital Management, Inc. 0.06% Add +2.1% 19,473 $5.9M
United Capital Management of KS, Inc. 1.28% Reduce -14.4% 19,453 $5.9M
Balyasny Asset Management L.P. 0.02% Reduce -91.5% 19,346 $5.8M
Financial & Tax Architects, LLC 1.50% Add +0.6% 19,338 $5.8M
Foster & Motley Inc. 0.37% Reduce -12.5% 19,251 $5.8M
OneDigital Investment Advisors LLC 0.07% Reduce -29.4% 19,199 $5.8M
SG Americas Securities, LLC 0.02% Reduce -39.5% 19,135 $5.8M
WESPAC Advisors SoCal, LLC 1.34% Add +3.4% 19,120 $5.8M
Parallax Volatility Advisers, L.P. 0.17% Add +20.4% 19,026 $5.7M
Envestnet Portfolio Solutions, Inc. 0.02% Add +0.2% 18,949 $5.7M
D. E. Shaw & Co. 0.01% Add +582.4% 18,883 $5.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.59% No change 18,600 $5.6M
Prudential PLC 0.03% Add +35.6% 18,576 $5.6M
Huntington National Bank 0.05% Add +7.6% 18,488 $5.6M
Avantax Advisory Services, Inc. 0.04% Reduce -10.8% 18,375 $5.6M
First American Trust, FSB 0.55% Add +2.2% 18,340 $5.5M
EP Wealth Advisors, LLC 0.05% Add +2.9% 18,251 $5.5M
Private Advisor Group, LLC 0.03% Add +8.2% 18,167 $5.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 18,100 $5.5M
Kentucky Retirement Systems 0.16% Add +4.9% 17,965 $5.4M
Heirloom Wealth Management 1.69% Add +3.3% 17,906 $5.4M
Arkadios Wealth Advisors 0.31% Add +3.9% 17,876 $5.4M
Prospector Partners LLC 0.57% Reduce -28.6% 17,640 $5.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +37.2% 17,629 $5.3M
Stansberry Asset Management, LLC 0.70% Add +7.6% 17,455 $5.3M
Logan Capital Management Inc. 0.22% Reduce -5.3% 17,384 $5.3M
NBT Bank, N.A. 0.35% Add +0.3% 17,344 $5.2M
Alkeme Wealth, LLC 2.30% Add +0.0% 17,213 $5.2M
Woodley Farra Manion Portfolio Management Inc. 0.26% Add +0.0% 17,098 $5.2M
Keybank National Association 0.02% Reduce -0.8% 16,982 $5.1M
1832 Asset Management L.P. 0.01% Reduce -95.5% 16,905 $5.1M
Unison Advisors LLC 0.61% Add +0.5% 16,849 $5.1M
Equitable Trust Co. 0.33% Reduce -0.0% 16,811 $5.1M
Martin Capital Partners, LLC 2.51% Reduce -40.1% 16,797 $5.1M
Mizuho Securities USA LLC 0.11% Reduce -4.6% 16,722 $5.1M
Hilltop Holdings Inc. 0.33% Add +702.4% 16,698 $5.0M
Equitable Holdings, Inc. 0.05% Add +3.9% 16,662 $5.0M
Benson Investment Management Company, Inc. 1.98% Reduce -2.1% 16,572 $5.0M
CI Investments Inc. 0.02% Reduce -1.1% 16,540 $5.0M
Investment Management Associates Inc. 1.96% Reduce -42.1% 16,477 $5.0M
Wedbush Securities Inc. 0.18% Reduce -2.4% 16,467 $5.0M
Spectrum Asset Management, Inc. (NB/CA) 2.10% Add +14.6% 16,392 $5.0M
Integrated Advisors Network LLC 0.24% Reduce -5.9% 16,343 $4.9M
Essex Financial Services, Inc. 0.35% Reduce -1.0% 16,082 $4.9M
Hartford Investment Management Co. 0.16% Add +11.4% 16,245 $4.9M
Argent Trust Co 0.20% Add +2.3% 16,149 $4.9M
Altrius Capital Management Inc 1.22% Add +0.8% 16,134 $4.9M
Cary Street Partners Investment Advisory LLC 0.18% Add +0.3% 16,134 $4.9M
Leelyn Smith, LLC 0.88% Add +1.6% 16,131 $4.9M
Stephens Inc. 0.07% Reduce -3.3% 15,980 $4.8M
Dana Investment Advisors, Inc. 0.16% Reduce -1.4% 15,970 $4.8M
KMG Fiduciary Partners, LLC 0.42% Add +2.2% 15,956 $4.8M
Watchman Group, Inc. 1.26% Reduce -2.5% 15,950 $4.8M
Northcape Wealth Management, LLC 1.56% Reduce -0.3% 15,742 $4.8M
Rockline Wealth Management, LLC 1.34% Add +3.3% 15,712 $4.7M
Bontempo Ohly Capital Mgmt LLC 2.16% Add +0.2% 15,643 $4.7M
Maryland State Retirement & Pension System 0.10% Reduce -26.6% 15,612 $4.7M
Verition Fund Management LLC 0.04% Reduce -17.1% 15,519 $4.7M
Arvest Investments, Inc. 0.71% Reduce -1.7% 15,513 $4.7M
Dynamic Technology Lab Private Ltd 0.50% Add +56.0% 15,494 $4.7M
Ameritas Investment Partners, Inc. 0.15% Reduce -5.5% 15,472 $4.7M
Soltis Investment Advisors LLC 0.45% Add +0.8% 15,368 $4.6M
Webster Bank, N. A. 0.49% Reduce -0.3% 15,365 $4.6M
Concurrent Investment Advisors, LLC 0.14% Add +11.5% 15,179 $4.6M
Burney Co./ 0.16% Reduce -2.9% 15,165 $4.6M
Olstein Capital Management, L.P. 0.77% Add +36.4% 15,000 $4.5M
Bessemer Group Inc. 0.01% Add +4.3% 14,865 $4.5M
Manhattan West Asset Management, LLC 1.16% Add +3.6% 14,848 $4.5M
Kensington Investment Counsel, LLC 1.85% Add +1.4% 14,648 $4.4M
Scotia Capital Inc. 0.02% Add +70.4% 14,621 $4.4M
Valley Wealth Managers, Inc. 0.33% Reduce -2.8% 14,615 $4.4M
Focus Partners Advisor Solutions, LLC 0.09% Reduce -0.8% 14,558 $4.4M
MassMutual Private Wealth & Trust, FSB 0.13% Reduce -2.9% 14,529 $4.4M
Louisiana State Employees Retirement System 0.08% Add +12.4% 14,500 $4.4M
Murphy Pohlad Asset Management LLC 1.81% Reduce -1.0% 14,430 $4.4M
Securian Asset Management, Inc. 0.12% Add +9.4% 14,262 $4.3M
Arlington Partners LLC 1.68% Add +27.8% 14,173 $4.3M
Somerset Trust Co 1.60% Reduce -0.9% 14,148 $4.3M
USS Investment Management Ltd 0.03% No change 14,100 $4.3M
Rakuten Investment Management, Inc. 0.02% Add +45.1% 14,160 $4.2M
Panagora Asset Management Inc. 0.02% Add +225.7% 14,002 $4.2M
American Century Companies Inc. 0.00% Add +0.1% 13,989 $4.2M
Global Wealth Management Investment Advisory, Inc. 0.91% Add +2.3% 13,949 $4.2M
Capital Analysts, LLC 0.17% Add +9.1% 13,783 $4.2M
Allianz Asset Management GmbH 0.01% Add +32.4% 13,756 $4.2M
Algert Global LLC 0.11% New 13,715 $4.1M
Great Valley Advisor Group, Inc. 0.10% Add +1123.5% 13,617 $4.1M
Bath Savings Trust Co 0.41% Reduce -1.4% 13,615 $4.1M
Brady Family Wealth, LLC 1.23% Reduce -1.3% 13,534 $4.1M
Strategic Wealth Partners, Ltd. 0.39% New 13,481 $4.1M
Essex LLC 0.83% Reduce -0.6% 13,390 $4.0M
Strategic Blueprint, LLC 0.25% Add +2.7% 13,388 $4.0M
Park National Corp. 0.14% Reduce -3.6% 13,350 $4.0M
NovaPoint Capital, LLC 1.25% Add +1.1% 13,340 $4.0M
Mission Wealth Management, LP 0.10% Add +31.4% 13,294 $4.0M
UniSuper Management Pty Ltd 0.03% Add +6.0% 13,283 $4.0M
Trust Co. of Toledo NA 0.54% Add +7.0% 13,282 $4.0M
Linscomb Wealth, Inc. 0.20% Reduce -0.1% 13,045 $3.9M
Intech Investment Management LLC 0.04% Add +23.2% 13,014 $3.9M
Hendley & Co. Inc. 1.37% Add +5.3% 13,006 $3.9M
Sound View Wealth Advisors Group, LLC 0.32% Add +13.1% 12,903 $3.9M
World Investment Advisors 0.12% New 12,881 $3.9M
Beaumont Financial Advisors, LLC 0.30% Reduce -5.0% 12,865 $3.9M
Sky Investment Group LLC 0.71% Add +0.0% 12,766 $3.9M
Canandaigua National Bank & Trust Co. 0.37% Reduce -2.7% 12,659 $3.8M
Hunter Perkins Capital Management, LLC 0.77% Reduce -6.1% 12,598 $3.8M
Harel Insurance Investments & Financial Services Ltd. 0.07% Add +40.8% 12,542 $3.8M
MainStreet Investment Advisors LLC 0.50% Reduce -22.0% 12,515 $3.8M
Kingswood Wealth Advisors, LLC 0.27% Add +7.6% 12,438 $3.8M
Delta Capital Management LLC 2.19% No change 12,420 $3.8M
Prospera Financial Services Inc 0.10% Add +2.2% 12,392 $3.7M
Van Hulzen Asset Management, LLC 0.27% Reduce -0.1% 12,402 $3.7M
Agf Management Ltd. 0.02% Add +23.0% 12,364 $3.7M
Farther Finance Advisors, LLC 0.14% Add +11.0% 12,110 $3.7M
Prime Capital Investment Advisors, LLC 0.05% Reduce -19.6% 12,064 $3.6M
Bard Financial Services, Inc. 0.43% No change 12,045 $3.6M
Illinois Municipal Retirement Fund 0.05% No change 11,984 $3.6M
Lowe Brockenbrough & Co. Inc. 0.23% Add +8.9% 11,845 $3.6M
Herbst Group, LLC 2.21% Reduce -1.7% 11,804 $3.6M
Keene & Associates, Inc. 2.70% Reduce -0.2% 11,779 $3.6M
Planning Capital Management Corp 2.36% Reduce -3.9% 11,772 $3.6M
Kinloch Capital, LLC 1.71% Reduce -2.5% 11,661 $3.5M
CW Advisors, LLC 0.05% New 11,615 $3.5M
Schulhoff & Co. Inc. 1.45% Add +0.0% 11,471 $3.5M
PFG Advisors 0.22% Reduce -6.9% 11,468 $3.5M
Grassi Investment Management 0.30% Reduce -0.4% 11,325 $3.4M
LS Investment Advisors, LLC 0.50% Add +1.0% 11,293 $3.4M
Navellier & Associates Inc. 0.46% Reduce -4.1% 11,286 $3.4M
Engineers Gate Manager LP 0.07% New 11,275 $3.4M
LVW Advisors, LLC 0.44% Reduce -2.2% 11,244 $3.4M
New Mexico Educational Retirement Board 0.11% Reduce -2.6% 11,114 $3.4M
X-Square Capital, LLC 1.13% Add +3.4% 11,087 $3.4M
Nations Financial Group Inc, /Ia/ 0.24% Add +13.1% 11,083 $3.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.23% Add +1.2% 11,038 $3.3M
Ritholtz Wealth Management 0.10% Add +4.7% 11,026 $3.3M
Whittier Trust Co. 0.04% Add +1.9% 10,988 $3.3M
J.W. Cole Advisors, Inc. 0.14% Add +26.3% 10,976 $3.3M
Exchange Capital Management, Inc. 0.53% Reduce -1.6% 10,944 $3.3M
RFG Advisory, LLC 0.10% Add +46.9% 10,923 $3.3M
Axecap Investments, LLC 2.48% — 10,825 $3.3M
Trilogy Capital Inc. 0.16% Reduce -2.0% 10,716 $3.2M
Norinchukin Bank, The 0.08% Add +31.2% 10,670 $3.2M
Rossmore Private Capital 0.40% No change 10,587 $3.2M
Americana Partners, LLC 0.22% Add +7.4% 10,545 $3.2M
Argonautica Private Wealth Management, Inc. 1.04% Add +0.8% 10,405 $3.1M
Lummis Asset Management, LP 3.66% Add +32.6% 10,368 $3.1M
G&S Capital LLC 1.31% Reduce -0.4% 10,344 $3.1M
CX Institutional 0.14% Reduce -49.0% 10,301 $3.1M
Twin Capital Management Inc. 0.35% Add +16.0% 10,248 $3.1M
Stokes Family Office, LLC 0.34% Reduce -3.2% 10,236 $3.1M
Glenview Trust Co 0.06% Add +9.8% 10,235 $3.1M
Mattern Wealth Management LLC 0.67% Add +1.3% 10,107 $3.1M
Condor Capital Management 0.27% Reduce -0.4% 10,059 $3.0M
Segall Bryant & Hamill, LLC 0.04% New 10,055 $3.0M
Modera Wealth Management, LLC 0.04% Add +23.6% 10,032 $3.0M
Peak Financial Advisors LLC 1.55% New 10,001 $3.0M
SevenBridge Financial Group, LLC 0.58% Add +4.4% 9,563 $3.0M
Transcend Capital Advisors, LLC 0.20% Reduce -0.8% 9,916 $3.0M
Personal Cfo Solutions, LLC 0.42% Add +0.1% 9,882 $3.0M
Capital Investment Advisors, LLC 0.06% Add +3.1% 9,871 $3.0M
ARS Wealth Advisors Group, LLC 0.36% Reduce -2.7% 9,762 $3.0M
Fonville Wealth Management LLC 1.01% No change 9,635 $2.9M
Investment Research & Advisory Group, Inc. 1.23% Add +2.8% 9,633 $2.9M
Carnegie Investment Counsel 0.09% Reduce -4.5% 9,558 $2.9M
Integrated Wealth Concepts LLC 0.03% Reduce -2.1% 9,481 $2.9M
Axxcess Wealth Management, LLC 0.07% Reduce -2.0% 9,470 $2.9M
Good Life Advisors, LLC 0.17% Add +114.1% 9,372 $2.8M
Bragg Financial Advisors, Inc 0.12% Reduce -0.6% 9,352 $2.8M
Texas Yale Capital Corp. 0.12% No change 9,350 $2.8M
Kingsview Wealth Management, LLC 0.06% Add +12.1% 9,334 $2.8M
First National Trust Co 0.11% Reduce -8.7% 9,241 $2.8M
Mitchell & Pahl Private Wealth, LLC 1.30% Add +29.7% 9,238 $2.8M
Stratos Investment Management, LLC 0.19% Add +1.0% 9,178 $2.8M
Pine Valley Investments Ltd Liability Co 0.19% Add +4.0% 9,078 $2.7M
Mutual Advisors, LLC 0.08% Reduce -0.1% 9,064 $2.7M
Bank of Hawaii 0.11% Reduce -3.3% 9,013 $2.7M
Family Legacy, Inc. 0.90% Reduce -0.3% 8,998 $2.7M
Independent Financial Group, LLC 0.10% Add +15.4% 8,995 $2.7M
Daymark Wealth Partners, LLC 0.11% Add +0.5% 8,967 $2.7M
TCTC Holdings, LLC 0.09% Add +6.3% 8,957 $2.7M
Cannon Advisors, Inc. 2.21% — 9,009 $2.7M
MAI Capital Management 0.03% Reduce -14.8% 8,891 $2.7M
Ostrum Asset Management 0.22% Add +25.9% 8,890 $2.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -10.8% 8,897 $2.7M
Alps Advisors Inc. 0.02% Reduce -29.8% 8,884 $2.7M
Citadel Investment Advisory, Inc. 1.40% Add +4.5% 8,821 $2.7M
IHT Wealth Management, LLC 0.08% Add +6.1% 8,797 $2.7M
Money Concepts Capital Corp. 0.20% Add +7.6% 8,764 $2.6M
William Allan Corp 1.64% Reduce -0.8% 8,754 $2.6M
Moloney Securities Asset Management, LLC 0.36% Add +0.7% 8,744 $2.6M
Stratos Wealth Partners, LTD. 0.04% Add +4.1% 8,734 $2.6M
HF Advisory Group, LLC 1.23% Add +6.3% 8,724 $2.6M
Lanark Financial, Inc. 0.22% Add +0.5% 8,692 $2.6M
Regent Peak Wealth Advisors LLC 0.60% Reduce -7.5% 8,683 $2.6M
NEOS Investment Management LLC 0.08% Add +23.1% 8,656 $2.6M
First Trust Direct Indexing L.P. 0.14% Add +7.2% 8,646 $2.6M
Mechanics Financial Corp 1.13% Add +0.6% 8,553 $2.6M
Fifth Third Wealth Advisors LLC 0.16% Add +67.6% 8,546 $2.6M
AustralianSuper Pty Ltd 0.01% Add +13.9% 8,545 $2.6M
Park Avenue Securities LLC 0.03% Reduce -11.0% 8,519 $2.6M
NJ State Employees Deferred Compensation Plan 0.31% No change 8,500 $2.6M
Leavell Investment Management, Inc. 0.13% No change 8,479 $2.6M
Rodgers Brothers Inc. 0.33% Add +1.2% 8,471 $2.6M
Globeflex Capital L P 0.24% No change 8,457 $2.6M
Verdence Capital Advisors LLC 0.20% Add +0.5% 8,450 $2.6M
ICW Investment Advisors LLC 1.06% Reduce -0.3% 8,448 $2.6M
Enterprise Bank & Trust Co 0.82% Reduce -9.2% 8,437 $2.5M
Caprock Group, LLC 0.09% Reduce -0.8% 8,434 $2.5M
Empowered Funds, LLC 0.04% Add +3.6% 8,406 $2.5M
Diversify Wealth Management, LLC 0.24% Reduce -1.8% 8,297 $2.5M
Fred Alger Management, LLC 0.01% No change 8,351 $2.5M
Wealth Advisors of Tampa Bay, LLC 1.05% Reduce -1.4% 8,322 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Reduce -89.9% 8,318 $2.5M
Savant Capital, LLC 0.02% Add +18.1% 8,314 $2.5M
FCG Investment Co 1.64% New 8,275 $2.5M
Choreo, LLC 0.04% Add +14.1% 8,188 $2.5M
XML Financial, LLC 0.23% Reduce -3.0% 8,252 $2.5M
Pinkerton Wealth, LLC 0.36% Add +1.9% 8,247 $2.5M
Shoker Investment Counsel, Inc. 0.83% Reduce -0.7% 8,184 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +13.0% 8,174 $2.5M
Formidable Asset Management, LLC 0.39% Reduce -6.5% 8,162 $2.5M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +2.1% 8,142 $2.5M
Spire Wealth Management 0.08% Add +66.1% 8,125 $2.5M
Vectors Research Management, LLC 0.74% Reduce -1.9% 8,109 $2.5M
Exencial Wealth Advisors, LLC 0.09% Reduce -2.8% 8,087 $2.4M
Red Cedar Investment Management, LLC 0.31% No change 8,076 $2.4M
OMERS ADMINISTRATION Corp 0.02% No change 8,048 $2.4M
Tiaa Trust, National Association 0.01% Reduce -0.1% 8,032 $2.4M
Columbia Asset Management 0.42% Reduce -17.7% 43,326 $2.4M
Lighthouse Investment Partners, LLC 0.13% New 8,000 $2.4M
Mark Sheptoff Financial Planning, LLC 1.28% No change 7,991 $2.4M
Linden Thomas Advisory Services, LLC 0.33% Reduce -0.3% 7,968 $2.4M
1ST Source Bank 0.14% Reduce -1.3% 7,931 $2.4M
Metis Global Partners, LLC 0.07% Add +10.0% 7,930 $2.4M
Basepoint Wealth LLC 1.77% Add +0.1% 7,926 $2.4M
High Note Wealth, LLC 0.68% Add +2.8% 7,922 $2.4M
TKG Advisors, LLC 1.18% Add +1.4% 7,910 $2.4M
Insight Inv LLC 2.00% Reduce -2.0% 7,895 $2.4M
Edmp, Inc. 1.96% Reduce -6.5% 7,879 $2.4M
Empirical Finance, LLC 0.14% Add +2.1% 7,851 $2.4M
Jamison Private Wealth Management, Inc. 0.36% Add +11.9% 7,828 $2.4M
Weaver C. Barksdale & Associates, Inc. 2.13% Reduce -3.7% 7,821 $2.4M
Ascent Group, LLC 0.18% Reduce -6.0% 7,753 $2.3M
Norden Group LLC 0.28% Add +111.6% 7,749 $2.3M
Brooktree Capital Management 1.89% No change 7,712 $2.3M
Investment Management Corp of Ontario 0.05% Add +48.2% 7,690 $2.3M
CFS Investment Advisory Services, LLC 0.19% Reduce -0.8% 7,657 $2.3M
Fayez Sarofim & Co 0.01% No change 7,648 $2.3M
Woodmont Investment Counsel LLC 0.17% Reduce -0.9% 7,645 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.16% Add +4.1% 7,635 $2.3M
Hancock Whitney Corp. 0.07% Add +1.3% 7,634 $2.3M
Grey Ledge Advisors, LLC 0.59% Add +0.5% 7,621 $2.3M
Peoples Bank 1.54% Reduce -0.1% 7,587 $2.3M
ARS Investment Partners, LLC 0.21% No change 7,582 $2.3M
Courier Capital LLC 0.16% Reduce -1.0% 7,576 $2.3M
Procyon Advisors, LLC 0.16% Reduce -0.2% 7,568 $2.3M
Philadelphia Trust Co. 0.17% New 7,550 $2.3M
Citizens & Northern Corp. 0.68% Add +8.3% 7,532 $2.3M
Concourse Financial Group Securities, Inc. 0.14% Reduce -3.1% 7,527 $2.3M
SWS Partners 0.72% Add +39352.6% 7,496 $2.3M
HBK Sorce Advisory LLC 0.07% Reduce -1.7% 7,492 $2.3M
Jacobi Capital Management LLC 0.17% Add +6.2% 7,467 $2.3M
Silvercrest Asset Management Group LLC 0.02% No change 7,466 $2.3M
PYA Waltman Capital, LLC 0.74% Add +4.9% 7,453 $2.3M
Archford Capital Strategies, LLC 0.34% Add +4.6% 7,426 $2.2M
Citizens National Bank Trust Department 0.47% No change 7,384 $2.2M
Creekmur Asset Management LLC 0.52% Add +90.6% 7,383 $2.2M
Andrew Hill Investment Advisors, Inc. 1.67% Reduce -35.1% 7,357 $2.2M
Mgo One Seven LLC 0.10% Reduce -1.3% 7,330 $2.2M
RKL Wealth Management LLC 0.20% Add +2.0% 7,304 $2.2M
First Eagle Investment Management, LLC 0.00% No change 7,297 $2.2M
Ascentis Independent Advisors 0.34% Add +70.9% 7,284 $2.2M
Clearstead Advisors, LLC 0.03% Add +46.6% 7,275 $2.2M
Mystic Asset Management, Inc. 0.83% Reduce -0.0% 7,274 $2.2M
Valmark Advisers, Inc. 0.03% Add +0.3% 7,271 $2.2M
Callahan Advisors, LLC 0.21% No change 7,197 $2.2M
McKinley Carter Wealth Services, Inc. 0.13% Add +3.8% 7,171 $2.2M
Moors & Cabot, Inc. 0.11% Add +21.9% 7,105 $2.1M
Sigma Planning Corp 0.07% Reduce -24.2% 7,103 $2.1M
Trust Co. of Vermont 0.11% Add +1.0% 7,101 $2.1M
GUNN & Co INVESTMENT MANAGEMENT, INC. 1.47% Reduce -94.0% 7,095 $2.1M
Breakwater Capital Group 0.43% Add +0.5% 7,081 $2.1M
Cassaday & Co Wealth Management LLC 0.06% Reduce -0.3% 7,077 $2.1M
Merit Financial Group, LLC 0.05% Reduce -14.6% 7,012 $2.1M
Beacon Financial Group 0.23% Reduce -0.2% 6,912 $2.1M
Cim, LLC 0.30% Add +0.1% 6,907 $2.1M
Coldstream Capital Management Inc. 0.04% Add +9.4% 6,865 $2.1M
Fiduciary Group, LLC 0.21% Reduce -3.6% 6,868 $2.1M
Hills Bank & Trust Co 0.16% Reduce -0.5% 6,828 $2.1M
Independence Bank of Kentucky 0.44% Reduce -2.5% 6,814 $2.1M
Harvest Investment Advisors, LLC 1.40% Reduce -0.6% 6,811 $2.1M
Bleakley Financial Group, LLC 0.06% Add +2.3% 6,808 $2.1M
Radnor Capital Management, LLC 0.30% New 6,743 $2.0M
Jupiter Asset Management Ltd. 0.02% New 6,730 $2.0M
Snowden Capital Advisors LLC 0.06% Reduce -1.8% 6,726 $2.0M
Griffin Asset Management, Inc. 0.23% Add +1.1% 6,707 $2.0M
Simmons Bank 0.15% Reduce -2.5% 6,677 $2.0M
Sculati Wealth Management, LLC 0.81% Add +4.4% 6,668 $2.0M
First Horizon Advisors, Inc. 0.06% Add +1.2% 6,655 $2.0M
Nicholson Wealth Management Group, LLC 1.65% — 6,644 $2.0M
Woodstock Corp. 0.19% Reduce -6.2% 6,637 $2.0M
Schechter Investment Advisors, LLC 0.15% Reduce -6.0% 6,610 $2.0M
Embree Financial Group 0.35% Add +0.2% 6,595 $2.0M
Processus Wealth & Capital Management, LLC 1.64% Add +0.1% 6,571 $2.0M
Tower Research Capital LLC (TRC) 0.05% Reduce -70.9% 6,560 $2.0M
Walter & Keenan Wealth Management LLC /in/ 0.60% Add +2.7% 6,553 $2.0M
BKM Wealth Management, LLC 0.80% Add +12.8% 6,530 $2.0M
Bradley Foster & Sargent Inc. 0.03% Add +0.8% 6,520 $2.0M
Altman Advisors, Inc. 0.87% New 6,495 $2.0M
Benedict Financial Advisors Inc. 0.46% Add +0.4% 6,486 $2.0M
Arrow Financial Corp 0.18% Reduce -0.1% 6,459 $2.0M
BCM Advisors, LLC 0.44% Reduce -0.1% 6,593 $1.9M
Accretive Wealth Partners, LLC 0.81% Reduce -3.4% 6,380 $1.9M
Ramirez Asset Management, Inc. 0.37% Add +7.6% 6,377 $1.9M
WCM Investment Management, LLC 0.00% Add +227.0% 6,390 $1.9M
SeaCrest Wealth Management, LLC 0.21% Reduce -0.6% 6,338 $1.9M
Symmetry Investments LP 0.41% New 6,314 $1.9M
Koshinski Asset Management, Inc. 0.16% Add +16.9% 6,306 $1.9M
Valeo Financial Advisors, LLC 0.05% Reduce -0.6% 6,263 $1.9M
HighPoint Advisor Group LLC 0.11% Add +5.4% 6,263 $1.9M
First Business Financial Services, Inc. 0.19% Add +9.6% 6,244 $1.9M
Sompo Asset Management Co., Ltd. 0.29% Add +9.7% 6,210 $1.9M
Voloridge Investment Management, LLC 0.01% New 6,185 $1.9M
Pure Financial Advisors, LLC 0.04% Add +0.3% 6,107 $1.8M
Quantbot Technologies LP 0.07% Reduce -65.2% 6,106 $1.8M
Nicholas Hoffman & Company, LLC. 0.08% Add +5.8% 6,064 $1.8M
Aviva PLC 0.00% Reduce -1.3% 6,048 $1.8M
Cape Ann Savings Bank 1.06% Reduce -2.2% 6,039 $1.8M
Beaumont Asset Management, L.L.C. 1.06% Add +0.3% 6,027 $1.8M
Sienna Gestion 0.12% Add +134.6% 6,036 $1.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.51% Add +6.9% 6,018 $1.8M
First Hawaiian Bank 0.06% Reduce -2.5% 5,973 $1.8M
Principal Securities, Inc. 0.04% Add +9.9% 5,933 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +3.2% 5,922 $1.8M
Portside Wealth Group, LLC 0.31% Add +7.6% 5,908 $1.8M
Glass Wealth Management Co LLC 0.98% No change 5,890 $1.8M
Symphony Financial, Ltd. Co. 0.29% Add +7.2% 5,906 $1.8M
Franklin Street Advisors Inc. 0.12% No change 5,850 $1.8M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -17.5% 5,807 $1.8M
Thoroughbred Financial Services, LLC 0.11% Add +1.1% 5,783 $1.7M
United Bank 0.81% Add +4.0% 5,776 $1.7M
Cornerstone Wealth Management, LLC 0.12% Add +2.9% 5,775 $1.7M
FineMark National Bank & Trust 0.06% Add +1.0% 5,773 $1.7M
Level Four Advisory Services, LLC 0.07% Reduce -1.1% 5,897 $1.7M
Financial Counselors Inc. 0.03% Add +183.8% 5,690 $1.7M
Leith Wheeler Investment Counsel Ltd. 0.12% Add +505.1% 5,688 $1.7M
Nicolet Bankshares Inc. 0.34% Add +0.6% 5,659 $1.7M
17 Capital Partners, LLC 1.11% No change 5,648 $1.7M
Bangor Savings Bank 0.16% Reduce -3.2% 5,642 $1.7M
Beacon Pointe Advisors, LLC 0.02% Reduce -39.8% 5,619 $1.7M
Brown Miller Wealth Management, LLC 0.66% Add +1.7% 5,615 $1.7M
Old National Bancorp 0.04% Reduce -5.5% 5,613 $1.7M
Credit Agricole S A 0.01% Reduce -74.6% 5,606 $1.7M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -1.2% 5,565 $1.7M
Essex Bank 0.42% Reduce -0.0% 5,523 $1.7M
FSB Premier Wealth Management, Inc. 0.68% Add +12.8% 5,499 $1.7M
Community Bank, N.A. 0.21% Add +0.7% 5,461 $1.7M
Resources Management Corp. /CT/ 0.22% Reduce -0.8% 5,433 $1.6M
FWL Investment Management, LLC 0.63% Add +3281.3% 5,410 $1.6M
Greenleaf Trust 0.01% Reduce -0.7% 5,409 $1.6M
Secure Asset Management, LLC 0.28% Reduce -5.7% 5,406 $1.6M
Autumn Glory Partners, LLC 0.63% No change 5,394 $1.6M
Portfolio Design Labs, LLC 0.45% Reduce -16.2% 5,376 $1.6M
Werlinich Asset Management, LLC 0.94% No change 5,370 $1.6M
American State Bank (Iowa) 0.98% No change 5,358 $1.6M
Westover Capital Advisors, LLC 0.31% Reduce -0.7% 5,339 $1.6M
Cullen Investment Group, LTD. 0.24% Reduce -1.6% 5,325 $1.6M
Alaethes Wealth, LLC 0.59% Reduce -3.4% 5,304 $1.6M
Evercore Wealth Management, LLC 0.02% No change 5,263 $1.6M
Gold Investment Management Ltd. 0.66% Reduce -6.6% 5,253 $1.6M
Dakota Wealth Management 0.04% Reduce -87.9% 5,230 $1.6M
Dynasty Wealth Management, LLC 0.05% Add +0.5% 5,204 $1.6M
Ellis Investment Partners, LLC 0.31% Add +0.1% 5,193 $1.6M
McDonald Partners LLC 0.39% Add +2.5% 5,191 $1.6M
Signaturefd, LLC 0.03% Reduce -3.7% 5,163 $1.6M
Indiana Trust & Investment Management Co 0.53% Reduce -2.6% 5,100 $1.5M
Highview Capital Management LLC 0.62% Add +4.4% 5,069 $1.5M
Pathway Financial Advisers, LLC 0.69% Reduce -3.3% 5,050 $1.5M
Anchor Investment Management, LLC 0.14% Reduce -5.6% 5,035 $1.5M
Asset Dedication, LLC 0.10% Reduce -1.3% 5,031 $1.5M
Cohen Klingenstein LLC 0.05% No change 5,000 $1.5M
Burke & Herbert Bank & Trust Co. 0.35% Reduce -4.8% 4,997 $1.5M
Parallel Advisors, LLC 0.04% Add +0.3% 4,983 $1.5M
NewEdge Wealth, LLC 0.03% Add +61.7% 4,960 $1.5M
Proquility Private Wealth Partners, LLC 0.48% Add +0.1% 4,940 $1.5M
Creative Financial Designs Inc. 0.12% Reduce -2.2% 4,904 $1.5M
Aptus Capital Advisors, LLC 0.02% Add +16.2% 4,895 $1.5M
Silvia McColl Wealth Management, LLC 1.09% Reduce -4.5% 4,841 $1.5M
Legacy Financial Advisors, Inc. 0.25% Reduce -16.8% 4,837 $1.5M
Bright Futures Wealth Management, LLC. 0.71% Reduce -0.0% 4,848 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.30% Add +0.1% 4,831 $1.5M
Chilton Investment Co. Inc. 0.04% Add +140.0% 4,817 $1.5M
Claro Advisors Inc. 0.19% Add +5.7% 4,799 $1.5M
Hazlett, Burt & Watson, Inc. 0.67% Add +1.7% 4,787 $1.4M
Beese Fulmer Investment Management, Inc. 0.12% No change 4,788 $1.4M
Capital Advisors Inc. 0.03% Add +16.0% 4,788 $1.4M
Ranch Capital Advisors Inc. 0.68% Add +12.1% 4,787 $1.4M
Gabelli Funds LLC 0.01% New 4,770 $1.4M
AE Wealth Management LLC 0.01% Reduce -8.8% 4,767 $1.4M
Premier Path Wealth Partners, LLC 0.23% Reduce -1.8% 4,732 $1.4M
Ethic Inc. 0.04% Reduce -8.2% 5,054 $1.4M
Presidio Capital Management, LLC 0.91% Reduce -20.1% 4,702 $1.4M
BigSur Wealth Management LLC 0.39% No change 4,700 $1.4M
Private Trust Co. NA 0.14% Reduce -0.3% 4,680 $1.4M
Bigelow Investment Advisors, LLC 0.63% No change 4,673 $1.4M
Confluence Wealth Services, Inc. 0.10% Reduce -11.7% 4,644 $1.4M
Coastline Trust Co 0.16% No change 4,619 $1.4M
Cannell & Spears LLC 0.03% No change 4,597 $1.4M
Nomura Holdings Inc. 0.01% Reduce -42.6% 4,567 $1.4M
International Assets Investment Management, LLC 0.11% Add +180.3% 9,550 $1.4M
Roberts Glore & Co. Inc. 0.40% Add +0.3% 4,563 $1.4M
Applied Capital LLC 1.07% Reduce -1.9% 4,558 $1.4M
Kirtland Hills Capital Management, LLC 0.76% Add +2.7% 4,544 $1.4M
Columbus Macro, LLC 0.50% Reduce -2.8% 4,544 $1.4M
Johnson Investment Counsel Inc. 0.01% Add +14.2% 4,500 $1.4M
Rwa Wealth Partners, LLC 0.02% Reduce -3.7% 4,499 $1.4M
Prelude Capital Management, LLC 0.10% New 4,483 $1.4M
Guyasuta Investment Advisors Inc. 0.08% No change 4,461 $1.3M
Fortem Financial Group, LLC 0.55% Reduce -5.3% 4,460 $1.3M
Sawgrass Asset Management LLC 0.14% Reduce -1.6% 4,456 $1.3M
Mesirow Financial Investment Management, Inc. 0.03% Add +7.0% 4,430 $1.3M
Meeder Advisory Services, Inc. 0.09% Reduce -12.1% 4,430 $1.3M
Bank of Stockton 0.40% Reduce -7.4% 4,424 $1.3M
Horizon Investments, LLC 0.04% Add +2.5% 4,432 $1.3M
TD Private Client Wealth LLC 0.04% Add +14.9% 4,395 $1.3M
Checchi Capital Advisers, LLC 0.10% Add +0.9% 4,366 $1.3M
Voya Financial Advisors, Inc. 0.14% Add +4.9% 4,381 $1.3M
Freedom Investment Management, Inc. 0.10% Add +0.9% 4,344 $1.3M
Welch & Forbes LLC 0.02% Add +2.5% 4,335 $1.3M
180 Wealth Advisors, LLC 0.21% Reduce -7.6% 4,312 $1.3M
BTC Capital Management, Inc. 0.12% Reduce -1.0% 4,293 $1.3M
Vestcor Inc 0.04% No change 4,288 $1.3M
Waverly Advisors, LLC 0.02% Reduce -3.7% 4,285 $1.3M
Blackhawk Capital Partners, LLC 0.69% Add +1.9% 4,285 $1.3M
Quadcap Wealth Management, LLC 0.20% Reduce -0.1% 4,215 $1.3M
Aspiriant, LLC 0.05% Reduce -7.9% 4,186 $1.3M
S.E.E.D. Planning Group LLC 0.42% Reduce -2.7% 4,181 $1.3M
CoreCap Advisors, LLC 0.06% New 4,175 $1.3M
Garner Asset Management Corp 0.43% Add +0.6% 4,173 $1.3M
SlateStone Wealth, LLC 0.11% Add +2.5% 4,147 $1.3M
Nicolet Advisory Services, LLC 0.12% Add +2.8% 4,176 $1.3M
Three Bridge Wealth Advisors, LLC 0.46% Reduce -2.1% 4,084 $1.2M
Heritage Wealth Advisors 0.06% Reduce -20.1% 4,068 $1.2M
Meridian Wealth Management, LLC 0.06% New 4,063 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Add +2.5% 4,056 $1.2M
Castlekeep Investment Advisors LLC 0.84% Reduce -1.8% 4,054 $1.2M
Smithbridge Asset Management Inc. 0.21% No change 4,050 $1.2M
Gladstone Institutional Advisory LLC 0.06% Add +9.5% 4,047 $1.2M
Arete Wealth Advisors, LLC 0.10% Reduce -28.3% 4,028 $1.2M
Evergreen Capital Management LLC 0.04% Reduce -0.3% 3,975 $1.2M
LRI Investments, LLC 0.12% Add +1.7% 4,088 $1.2M
Machina Capital S.A.S. 0.47% Add +34.8% 3,949 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -15.7% 3,948 $1.2M
Granite Group Advisors, LLC 0.76% Reduce -2.6% 3,935 $1.2M
Ironvine Capital Partners, LLC 0.13% No change 3,900 $1.2M
Capital Advisory Group Advisory Services, LLC 0.47% Add +3.1% 3,898 $1.2M
Tevis Investment Management 0.87% Add +2.1% 3,892 $1.2M
Uncommon Cents Investing LLC 0.33% Add +2.2% 3,889 $1.2M
Marotta Asset Management 0.23% Reduce -4.4% 3,883 $1.2M
Farmers & Merchants Investments Inc. 0.04% Reduce -5.5% 3,866 $1.2M
Legacy Capital Group California, Inc. 0.39% Reduce -0.8% 3,864 $1.2M
Avantax Planning Partners, Inc. 0.04% Reduce -30.5% 3,861 $1.2M
First American Bank 0.08% No change 3,848 $1.2M
Dudley Capital Management, LLC 0.61% Reduce -0.3% 3,839 $1.2M
GAMMA Investing LLC 0.11% Add +17.2% 3,834 $1.2M
Unique Wealth Strategies, LLC 0.50% Add +2.5% 3,833 $1.2M
Paragon Private Wealth Management, LLC 0.57% Add +10.0% 3,827 $1.2M
Chesapeake Wealth Management 0.39% No change 3,812 $1.2M
Norway Savings Bank 0.62% Add +7.2% 3,809 $1.2M
Fullcircle Wealth LLC 0.51% Add +3.0% 3,775 $1.1M
Chemung Canal Trust Co. 0.23% Reduce -1.7% 3,787 $1.1M
Caldwell Trust Co 0.12% Add +0.3% 3,782 $1.1M
Fairbanks Capital Management, Inc. 0.71% Add +0.9% 3,766 $1.1M
Geneos Wealth Management Inc. 0.04% Add +11.6% 3,763 $1.1M
Quotient Wealth Partners, LLC 0.04% Reduce -13.7% 3,750 $1.1M
Broadwater Capital Management LLC 0.83% No change 3,730 $1.1M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -26.0% 3,730 $1.1M
Berkeley Capital Partners, LLC 0.32% Add +2.1% 3,726 $1.1M
Outfitters Financial LLC 0.93% Add +15.3% 3,720 $1.1M
SpiderRock Advisors, LLC 0.02% Reduce -30.5% 3,716 $1.1M
Amica Retiree Medical Trust 0.93% — 3,714 $1.1M
AdvisorNet Financial, Inc 0.08% Add +2.2% 3,703 $1.1M
Cornerstone National Bank & Trust Co 0.51% Add +3.9% 3,700 $1.1M
Ceeto Capital Group, LLC 0.42% No change 3,700 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Add +138.7% 3,699 $1.1M
Pittenger & Anderson Inc. 0.04% Reduce -0.5% 3,697 $1.1M
Empire Financial Management Company, LLC 0.34% Add +107.2% 3,695 $1.1M
Financial Partners Group, LLC 0.42% Add +331.5% 3,672 $1.1M
Tritonpoint Wealth, LLC 0.10% Reduce -6.9% 3,635 $1.1M
Harvest Portfolios Group Inc. 0.04% Add +18.5% 3,592 $1.1M
Summit Financial, LLC 0.04% Reduce -0.3% 3,578 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Add +0.3% 3,569 $1.1M
Bailard, Inc. 0.03% Reduce -3.9% 3,569 $1.1M
Triangle Securities Wealth Management 0.28% Reduce -0.6% 3,568 $1.1M
44 Wealth Management LLC 0.38% — 3,541 $1.1M
Northwest Bank & Trust Co 0.82% Add +0.5% 3,565 $1.1M
Semmax Financial Advisors Inc. 0.30% Add +2.0% 3,428 $1.1M
Fairhaven Wealth Management, LLC 0.33% No change 3,544 $1.1M
Kathmere Capital Management, LLC 0.10% Add +9.3% 3,542 $1.1M
Whitener Capital Management, Inc. 0.30% Add +1.4% 3,530 $1.1M
Northern Financial Advisors Inc 0.81% Add +0.5% 3,518 $1.1M
Auxano Advisors, LLC 0.27% Add +0.8% 3,515 $1.1M
GMO 0.00% New 3,511 $1.1M
Forza Wealth Management, LLC 0.48% Add +7.2% 3,499 $1.1M
Brandywine Oak Private Wealth LLC 0.10% No change 3,493 $1.1M
Veracity Capital LLC 0.40% Reduce -0.4% 3,489 $1.1M
Magnetar Financial LLC 0.03% New 3,479 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -13.3% 3,478 $1.1M
Richwood Investment Advisors, LLC 0.87% No change 3,473 $1.0M
Sierra Summit Advisors LLC 0.24% Add +25.5% 3,464 $1.0M
AMJ Financial Wealth Management 0.30% Add +4.5% 3,450 $1.0M
St. Johns Investment Management Company, LLC 0.49% Reduce -5.4% 3,445 $1.0M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -15.9% 3,438 $1.0M
Dorsey & Whitney Trust CO LLC 0.06% Add +70.5% 3,432 $1.0M
Patriot Financial Group Insurance Agency, LLC 0.14% Add +13.8% 3,430 $1.0M
Country Club Bank 0.07% No change 3,450 $1.0M
Scientech Research LLC 0.21% Reduce -30.3% 3,413 $1.0M
Berger Financial Group, Inc 0.07% Add +0.3% 3,409 $1.0M
Perigon Wealth Management, LLC 0.03% Reduce -0.3% 3,405 $1.0M
Sanders Morris Harris LLC 0.17% Reduce -2.9% 3,400 $1.0M
Qtron Investments LLC 0.14% Reduce -17.5% 3,385 $1.0M
Parkside Financial Bank & Trust 0.14% Add +10.5% 3,385 $1.0M
Total Clarity Wealth Management, Inc. 0.33% Reduce -3.3% 3,374 $1.0M
Mengis Capital Management, Inc. 0.20% Reduce -2.9% 3,373 $1.0M
Barlow Wealth Partners, LLC 0.13% Add +6.2% 3,422 $1.0M
RMR Capital Management, LLC 0.86% No change 3,357 $1.0M
Ballentine Partners, LLC 0.02% Add +0.7% 3,339 $1.0M
Peddock Capital Advisors, LLC 0.24% No change 3,335 $1.0M
Crestwood Advisors Group, LLC 0.02% Reduce -5.3% 3,315 $1.0M
Profund Advisors LLC 0.04% Reduce -7.3% 3,306 $999K
Holderness Investments Co. 0.22% Add +10.3% 3,306 $999K
Salem Investment Counselors Inc. 0.03% No change 3,282 $992K
Beacon Bank & Trust 0.23% Reduce -7.1% 3,276 $990K
Icon Wealth Advisors, LLC 0.08% Add +3.7% 3,276 $990K
Harbour Investments, Inc. 0.03% Add +19.6% 3,258 $985K
Loudon Investment Management, LLC 0.54% Reduce -2.4% 3,258 $985K
Dover Advisors, LLC 0.56% Add +74.6% 3,257 $984K
Gibbs Wealth Management 0.32% Add +15.0% 3,255 $984K
Argus Investors' Counsel, Inc. 0.64% Reduce -27.0% 3,251 $982K
Tocqueville Asset Management L.P. 0.02% Add +0.2% 3,230 $976K
Scott & Selber, Inc. 0.30% Reduce -0.5% 3,217 $972K
Murphy, Middleton, Hinkle & Parker, Inc. 0.52% Add +0.0% 3,215 $972K
Alpha Omega Wealth Management LLC 0.18% No change 3,202 $968K
Cullen/Frost Bankers, Inc. 0.01% Add +2.0% 3,195 $966K
Wealthcare Advisory Partners LLC 0.03% Add +2.8% 3,183 $962K
Main Street Financial Solutions, LLC 0.09% Reduce -1.0% 3,178 $960K
Drucker Wealth 3.0, LLC 0.23% Add +2.3% 3,174 $959K
Fulton Bank, N.A. 0.04% Reduce -2.6% 3,173 $959K
Cairn Investment Group, Inc. 0.53% Reduce -0.6% 3,166 $957K
Apexium Financial, LP 0.06% Add +4.1% 3,145 $950K
Ifrah Financial Services, Inc. 0.26% Reduce -1.5% 3,135 $948K
Centaurus Financial, Inc. 0.06% Reduce -32.0% 3,128 $945K
Accurate Wealth Management, LLC 0.19% Add +1.9% 3,133 $941K
Kowal Investment Group, LLC 0.17% Add +2.0% 3,110 $940K
Alliance Wealth Advisors, LLC 0.25% Add +3.2% 3,095 $935K
Arbor Wealth Advisors LLC 0.84% No change 3,095 $935K
Walleye Capital LLC 0.01% Reduce -88.3% 3,080 $931K
1858 Wealth Management, LLC 0.77% Reduce -2.5% 3,078 $930K
Avior Wealth Management, LLC 0.04% Add +0.3% 3,072 $929K
Lake Street Advisors Group, LLC 0.04% Add +1.5% 3,056 $924K
Acadian Asset Management LLC 0.00% Reduce -62.1% 3,059 $923K
Tilia Fiduciary Partners, Inc. 0.63% Add +7.5% 3,028 $915K
Verity Asset Management, Inc. 0.34% Reduce -3.8% 3,022 $912K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -1.9% 3,016 $911K
United Asset Strategies, Inc. 0.08% Add +1.2% 3,013 $911K
Leisure Capital Management 0.39% Add +0.1% 3,007 $909K
Adirondack Trust Co. 0.35% Reduce -0.6% 3,001 $907K
J.P. Marvel Investment Advisors, LLC 0.15% No change 3,000 $907K
Oak Thistle LLC 0.29% Add +113.6% 2,997 $906K
Diversify Advisory Services, LLC 0.05% Reduce -33.5% 2,954 $904K
Commons Capital, LLC 0.99% Reduce -1.9% 2,983 $902K
Fiduciary Family Office, LLC 0.30% Reduce -5.2% 2,980 $900K
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +2.1% 2,965 $896K
AXA S.A. 0.00% Reduce -0.7% 2,943 $889K
Midland Wealth Advisors, LLC 0.05% Reduce -2.0% 2,933 $886K
Guidance Capital, Inc. 0.27% Add +9.5% 2,840 $876K
Entropy Technologies, LP 0.09% Reduce -65.8% 2,889 $873K
Prostatis Group LLC 0.29% Add +3.3% 2,884 $872K
Brown Brothers Harriman & Co. 0.01% Reduce -65.8% 2,871 $868K
Mendel Money Management 0.37% Reduce -0.2% 2,869 $867K
Dynamic Advisor Solutions LLC 0.03% Add +5.7% 2,859 $864K
Moneta Group Investment Advisors LLC 0.01% Reduce -7.8% 2,854 $863K
Elevation Point Wealth Partners, LLC 0.08% Reduce -0.8% 2,833 $856K
Jane Street Group, LLC 0.00% Reduce -98.2% 2,825 $854K
Summit Trail Advisors, LLC 0.02% Add +118.4% 2,824 $853K
Boston Financial Mangement LLC 0.03% No change 2,798 $846K
Chase Investment Counsel Corp. 0.28% New 2,796 $844K
Sippican Capital Advisors 0.59% No change 2,782 $841K
Acropolis Investment Management, LLC 0.05% Reduce -0.2% 2,767 $836K
American Trust 0.07% Add +43.1% 2,766 $836K
Cigna Investments Inc. 0.15% Reduce -0.7% 2,756 $832K
Gateway Investment Advisers LLC 0.01% Add +0.4% 2,742 $829K
Manchester Capital Management LLC 0.10% Reduce -0.2% 2,740 $828K
Fisher Asset Management 0.00% Reduce -21.5% 2,734 $826K
TBH Global Asset Management, LLC 0.18% Reduce -0.4% 2,728 $824K
AMG National Trust Bank 0.02% Reduce -41.8% 2,727 $824K
Colonial Trust Co / SC 0.13% Add +0.0% 2,725 $823K
Insigneo Advisory Services, LLC 0.08% Reduce -6.8% 2,716 $821K
IFP Advisors, Inc 0.03% Reduce -13.6% 2,710 $819K
Berkshire Asset Management LLC 0.04% No change 2,813 $816K
Nilsine Partners, LLC 0.11% Reduce -3.5% 2,684 $811K
USA Financial Formulas 0.13% Reduce -28.5% 2,669 $807K
Parcion Private Wealth LLC 0.07% Reduce -0.9% 2,650 $801K
Capital Asset Advisory Services LLC 0.04% Add +11.3% 2,695 $800K
Madison Asset Management, LLC 0.01% Add +0.5% 2,642 $798K
Legacy Private Trust Co. 0.05% Reduce -1.5% 2,640 $798K
Brown, Lisle/Cummings, Inc. 0.24% Reduce -1.9% 2,631 $795K
Prosperity Consulting Group, LLC 0.06% Reduce -21.3% 2,629 $795K
Cullinan Associates Inc. 0.04% No change 2,579 $794K
Purus Wealth Management, LLC 0.34% Reduce -1.0% 2,621 $792K
Leonteq Securities AG 0.09% Reduce -8.4% 2,616 $791K
Intrua Financial, LLC 0.13% Reduce -9.1% 2,605 $787K
Legal Advantage Investments, Inc. 0.43% No change 2,600 $786K
Prudent Man Advisors, LLC 0.26% Reduce -2.6% 2,589 $782K
Red Door Wealth Management, LLC 0.13% Add +0.0% 2,588 $782K
Chelsea Counsel Co. 0.39% No change 2,585 $781K
Westhampton Capital, LLC 0.39% No change 2,565 $775K
Waterloo Capital, L.P. 0.08% Add +65.6% 2,554 $772K
EverSource Wealth Advisors, LLC 0.05% Add +8.3% 2,554 $772K
CWC Advisors, LLC. 0.76% — 2,552 $771K
Heartland Bank & Trust Co 0.41% Reduce -2.2% 2,529 $764K
Harbor Investment Advisory, LLC 0.08% Add +76.0% 2,525 $763K
Rogco, LP 0.30% Reduce -16.5% 2,523 $762K
Concentric Wealth Management, LLC 0.19% Reduce -1.0% 2,513 $759K
Eagle Rock Investment Company, LLC 0.13% Reduce -3.5% 2,500 $756K
Avestar Capital, LLC 0.08% Add +9.1% 2,492 $753K
Vestmark Advisory Solutions, Inc. 0.03% Reduce -0.7% 2,488 $752K
Sunbelt Securities, Inc. 0.07% Add +8.9% 2,488 $752K
Composition Wealth, LLC 0.02% Add +26.6% 2,486 $751K
Sound Financial Strategies Group, LLC 0.60% Add +2.7% 2,482 $750K
Edge Capital Group, LLC 0.03% No change 2,471 $747K
NorthRock Partners, LLC 0.02% Reduce -0.8% 2,469 $746K
Brighton Jones LLC 0.03% Add +1.3% 2,468 $746K
McGlone Suttner Wealth Management, Inc. 0.15% Add +53.9% 2,461 $744K
North Star Investment Management Corp. 0.05% Add +0.0% 2,453 $741K
CWA Asset Management Group, LLC 0.04% — 2,453 $741K
Garrett Wealth Advisory Group, LLC 0.18% No change 2,452 $741K
Cypress Capital Group 0.08% Reduce -8.5% 2,420 $731K
Financial Freedom, LLC 0.39% No change 2,418 $731K
Gen-Wealth Partners Inc 0.32% Add +0.9% 2,422 $730K
BlackDiamond Wealth Management, LLC 0.44% Reduce -15.2% 2,336 $729K
Gryphon Financial Partners LLC 0.10% Reduce -0.1% 2,407 $727K
Graypoint LLC 0.05% Add +0.8% 2,405 $727K
Twin City Private Wealth, LLC 0.63% Add +0.4% 2,388 $722K
Alaska Permanent Fund Corp 0.01% No change 2,366 $715K
US Asset Management LLC 0.63% Reduce -0.2% 2,271 $713K
WASHINGTON TRUST Co 0.03% Reduce -2.4% 2,359 $713K
Kovack Advisors, Inc. 0.08% Add +56.4% 2,355 $712K
Blue Trust, Inc. 0.01% Add +75.3% 2,450 $711K
Penobscot Investment Management Company, Inc. 0.06% Reduce -1.3% 2,344 $708K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +23.0% 2,342 $708K
Shulman DeMeo Asset Management LLC 0.17% Reduce -0.5% 2,332 $705K
Syon Capital LLC 0.06% Add +6.1% 2,327 $703K
OneAscent Financial Services LLC 0.51% New 2,327 $703K
Oarsman Capital, Inc. 0.13% Add +11.7% 2,326 $703K
Ascentis Wealth Management, LLC 0.26% — 2,322 $702K
First Interstate Bank 0.04% Reduce -0.4% 2,320 $701K
Pekin Hardy Strauss, Inc. 0.09% No change 2,319 $701K
MBA Advisors LLC 0.34% Reduce -3.3% 2,312 $699K
Pinnacle Bancorp, Inc. 0.19% Add +10.8% 2,311 $698K
Keystone Financial Services 0.27% Add +8.4% 2,305 $696K
Intellectus Partners, LLC 0.18% New 2,299 $695K
Primoris Wealth Advisors, LLC 0.50% Reduce -24.6% 2,297 $694K
Gilbert & Cook, Inc. 0.10% Reduce -0.5% 2,295 $694K
London Co. of Virginia 0.00% Reduce -2.8% 2,287 $691K
OMC Financial Services LTD 0.33% No change 2,370 $688K
Coastwise Capital Group, LLC 0.57% Add +11.2% 2,274 $687K
Williams Jones Wealth Management, LLC. 0.01% Add +0.4% 2,261 $683K
Csenge Advisory Group 0.04% Reduce -2.7% 2,272 $680K
WMS Partners, LLC 0.04% New 2,248 $679K
Transamerica Financial Advisors, LLC 0.07% Reduce -38.2% 2,244 $679K
River Wealth Advisors LLC 0.09% Reduce -0.1% 2,245 $678K
Investment Partners, LTD. 0.28% Add +0.5% 2,240 $677K
1620 Investment Advisors, Inc. 0.50% Add +79.3% 2,238 $676K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Reduce -0.2% 2,229 $674K
Trueblood Wealth Management, LLC 0.34% Add +1.6% 2,223 $672K
Renasant Bank 0.44% Add +195.6% 2,220 $671K
Wedmont Private Capital 0.04% Reduce -1.1% 2,256 $671K
Lafayette Investments, Inc. 0.14% Reduce -0.1% 2,207 $667K
Compound Planning, Inc. 0.04% Add +2.9% 2,203 $666K
Supplemental Annuity Collective Trust of NJ 0.20% No change 2,200 $665K
Evoke Wealth, LLC 0.02% New 2,196 $664K
Modern Wealth Management, LLC 0.04% Add +0.6% 2,194 $663K
Bedel Financial Consulting, Inc. 0.09% Reduce -0.5% 2,193 $663K
CVA Family Office, LLC 0.11% Add +0.2% 2,184 $660K
Cerro Pacific Wealth Advisors LLC 0.25% No change 2,266 $657K
Callan Family Office, LLC 0.11% Add +1.5% 2,175 $657K
Sentry LLC 0.13% Add +0.1% 2,173 $657K
DRW Securities, LLC 0.04% New 2,170 $656K
Foundations Investment Advisors, LLC 0.01% Add +6.2% 2,168 $655K
Diversified Trust Co. 0.02% Add +7.1% 2,163 $654K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -6.1% 2,146 $648K
Monetary Management Group Inc. 0.17% Add +4.9% 2,140 $647K
Legacy Wealth Asset Management, LLC 0.17% Add +0.1% 2,138 $646K
Park Place Capital Corp 0.18% Add +670.3% 2,126 $642K
Buttonwood Financial Advisors Inc. 0.28% Reduce -2.2% 2,119 $640K
Knightsbridge Asset Management, LLC 0.15% Reduce -0.1% 2,118 $640K
Cookson Peirce & Co. Inc. 0.03% Add +0.1% 2,114 $639K
SouthState Bank Corp 0.04% Reduce -0.1% 2,104 $636K
First National Corp. /Ma/ 0.14% Add +0.9% 2,103 $635K
TrinityPoint Wealth, LLC 0.09% Add +0.3% 2,097 $634K
Signet Investment Advisory Group, Inc. 0.32% No change 2,096 $633K
AlTi Global, Inc. 0.02% Add +5.1% 2,091 $632K
Woodward Diversified Capital, LLC 0.40% Reduce -0.5% 2,089 $631K
Revisor Wealth Management LLC 0.39% Reduce -0.6% 2,087 $631K
Wesbanco Bank Inc. 0.02% Reduce -0.6% 2,077 $628K
Keel Point, LLC 0.05% Reduce -2.6% 2,069 $625K
Thrive Wealth Management, LLC 0.11% Reduce -1.0% 2,060 $622K
Venturi Wealth Management, LLC 0.03% Add +0.1% 2,052 $620K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +48.7% 2,048 $619K
LVZ, Inc. 0.08% Add +3.8% 2,044 $618K
Forum Financial Management, LP 0.01% Add +1.9% 2,042 $617K
CreativeOne Wealth, LLC 0.02% Reduce -21.3% 2,030 $613K
Venture Visionary Partners LLC 0.03% Reduce -12.3% 2,016 $609K
Hartford Funds Management Co LLC 0.06% Add +23.7% 2,016 $609K
Mraz, Amerine & Associates, Inc. 0.11% No change 2,015 $609K
Cidel Asset Management Inc. 0.04% Reduce -2.2% 2,005 $606K
Doheny Asset Management 0.41% No change 1,990 $601K
Dark Forest Capital Management LP 0.08% New 1,980 $598K
Quadrant Capital Group LLC 0.04% Reduce -3.1% 1,968 $595K
Plato Investment Management Ltd 0.05% Reduce -22.4% 1,968 $594K
Davis Capital Management 0.47% Add +17.8% 1,964 $594K
Legacy Capital Wealth Partners, LLC 0.12% Reduce -2.7% 1,959 $592K
Carret Asset Management, LLC 0.06% Reduce -4.9% 1,955 $591K
Everpar Advisors LLC 0.30% Reduce -24.5% 1,945 $588K
Quarry LP 0.19% Add +586.2% 1,942 $587K
Marshall Financial Group, LLC 0.14% New 1,927 $582K
Choate Investment Advisors 0.01% Add +2.3% 1,926 $582K
Rathbones Group PLC 0.00% Reduce -5.0% 1,922 $581K
America First Investment Advisors, LLC 0.13% No change 1,918 $580K
Willner & Heller, LLC 0.51% Reduce -5.3% 1,911 $578K
First Manhattan Co. Llc. 0.00% Reduce -2.6% 1,902 $575K
Affinity Investment Advisors, LLC 0.39% No change 1,899 $574K
Capital Investment Advisory Services, LLC 0.05% Reduce -3.3% 1,890 $571K
Centurion Wealth Management LLC 0.18% — 1,887 $570K
Argent Advisors, Inc. 0.21% No change 1,885 $570K
Trek Financial, LLC 0.04% New 1,879 $568K
Welch Group, LLC 0.02% Add +8.0% 1,868 $565K
Pitcairn Co. 0.03% Reduce -10.8% 1,864 $563K
HUB Investment Partners, LLC 0.02% Add +7.3% 1,861 $562K
Zullo Investment Group, Inc. 0.23% Reduce -1.2% 1,858 $562K
GTS Securities LLC 0.01% New 1,851 $559K
Global Retirement Partners, LLC 0.02% Reduce -1.8% 1,849 $559K
Smith Shellnut Wilson LLC 0.25% Add +0.2% 1,847 $558K
Aureus Asset Management, LLC 0.04% Reduce -24.3% 1,840 $556K
Virtu Financial LLC 0.03% Reduce -85.6% 1,841 $556K
Frank, Rimerman Advisors LLC 0.04% Reduce -3.8% 1,838 $555K
Goelzer Investment Management, Inc. 0.03% No change 1,838 $555K
Tranquilli Financial Advisor LLC 0.35% Reduce -0.5% 1,835 $555K
Performance Wealth Partners, LLC 0.02% Add +22.4% 1,832 $554K
Raleigh Capital Management Inc. 0.21% Add +4.6% 1,831 $553K
Patten & Patten Inc. 0.04% Reduce -1.5% 1,830 $553K
Covington Investment Advisors Inc. 0.08% Reduce -2.9% 1,816 $549K
Chicago Partners Investment Group LLC 0.02% Add +17.6% 1,803 $549K
StoneX Group Inc. 0.04% Reduce -9.3% 1,816 $549K
Veltria Advisors Corp. 0.22% Add +0.7% 1,814 $548K
GYL Financial Synergies, LLC 0.04% Reduce -1.4% 1,812 $548K
Ti-Trust, Inc. 0.39% No change 1,800 $544K
S.A. Mason LLC 0.29% No change 1,798 $543K
Bank of New Hampshire 0.14% Reduce -0.6% 1,792 $542K
Wealthspire Advisors, LLC 0.01% Add +4.5% 1,789 $541K
Silverlake Wealth Management LLC 0.21% Add +23.4% 1,784 $539K
Flputnam Investment Management Co. 0.01% Reduce -0.5% 1,782 $539K
PAX Financial Group, LLC 0.10% Reduce -6.3% 1,781 $538K
Gray Wealth Management Inc. 0.21% No change 1,773 $536K
New England Professional Planning Group Inc. 0.27% Add +15.4% 1,772 $535K
Angeles Investment Advisors, LLC 0.03% No change 1,764 $533K
St. Clair Advisors, LLC 0.15% No change 1,750 $529K
Blake Schutter Theil Wealth Advisors, LLC 0.38% — 1,748 $528K
Greenland Capital Management LP 0.10% New 1,746 $528K
Global Trust Asset Management, LLC 0.19% No change 1,738 $525K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -1.7% 1,733 $524K
Headlands Technologies LLC 0.06% Reduce -78.1% 1,725 $521K
Advisors Capital Management, LLC 0.01% Reduce -6.3% 1,715 $518K
PFG Investments, LLC 0.03% Add +10.3% 1,708 $516K
Strategic Investment Advisors / MI 0.06% Add +9.6% 1,702 $514K
Insight Advisors, LLC/ PA 0.09% Reduce -2.6% 1,691 $511K
Faithward Advisors, LLC 0.09% Add +42.9% 1,679 $508K
CHICAGO TRUST Co NA 0.09% Reduce -2.3% 1,666 $503K
Sandy Spring Bank 0.02% Reduce -1.3% 1,666 $503K
TrueWealth Advisors, LLC 0.17% Reduce -2.1% 1,665 $503K
STAR Financial Bank 0.34% Reduce -24.0% 1,660 $502K
Pflug Koory, LLC 0.03% — 1,658 $501K
Ballast, Inc. 0.14% Reduce -1.0% 1,650 $499K
Ignite Planners, LLC 0.11% Add +0.7% 1,649 $498K
Badgley Phelps Wealth Managers, LLC 0.01% New 1,637 $495K
Mindset Wealth Management, LLC 0.20% — 1,636 $494K
LCNB Corp. 0.17% Reduce -11.9% 1,632 $493K
Shell Asset Management Co. 0.02% — 1,625 $491K
Tiemann Investment Advisors, LLC 0.21% Reduce -23.6% 1,615 $488K
Ridgewood Investments LLC 0.24% Reduce -19.2% 1,614 $488K
Virtue Capital Management, LLC 0.10% Reduce -6.0% 1,609 $486K
Boyar Asset Management Inc. 0.31% Reduce -2.1% 1,606 $485K
Rehmann Capital Advisory Group 0.03% Reduce -24.2% 1,601 $485K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.12% No change 1,603 $484K
Mezzasalma Advisors, LLC 0.19% Add +8.3% 1,602 $484K
First Financial Bank - Trust Division 0.04% Reduce -1.9% 1,599 $483K
Moneco Advisors, LLC 0.06% Reduce -4.5% 1,599 $483K
Fulcrum Equity Management 0.41% Reduce -2.7% 1,599 $483K
Trust Co 0.06% Reduce -16.9% 1,590 $480K
Allen Capital Group, LLC 0.06% Add +14.7% 1,589 $480K
Accel Wealth Management 0.18% Add +0.4% 1,588 $480K
Wolverine Trading, LLC 0.01% New 1,598 $480K
Central Pacific Bank - Trust Division 0.06% Add +17.4% 1,583 $478K
Vise Technologies, Inc. 0.06% Add +54.5% 1,579 $477K
Journey Advisory Group, LLC 0.06% No change 1,644 $477K
Moseley Investment Management Inc. 0.19% Add +0.1% 1,578 $477K
Guidance Point Advisors, LLC 0.14% Add +0.5% 1,577 $477K
Axq Capital, LP 0.14% Reduce -85.0% 1,573 $475K
Baader Bank Aktiengesellschaft 0.04% Reduce -47.8% 1,594 $474K
Valley Brook Capital Group, Inc. 0.34% No change 1,566 $473K
Lodestar Private Asset Management LLC 0.06% No change 1,565 $473K
Lakewood Asset Management LLC 0.32% Add +0.1% 1,555 $470K
Miller Investment Management, LP 0.05% No change 1,554 $470K
Drive Wealth Management, LLC 0.12% Add +0.3% 1,550 $469K
Western Wealth Management, LLC 0.03% Add +0.7% 1,548 $468K
Nwam LLC 0.03% New 1,546 $467K
Kelleher Financial Advisors 0.18% No change 1,546 $467K
Calydon Capital 0.08% Add +97.8% 1,608 $467K
Summit Asset Management, LLC 0.05% No change 1,543 $466K
CWS Financial Advisors, LLC 0.16% Add +8.4% 1,539 $465K
Asahi Life Asset Management Co., LTD. 0.28% Add +8.9% 1,535 $464K
iA Global Asset Management Inc. 0.01% Add +2.6% 1,532 $463K
LifePlan Financial, LLC 0.40% Add +15.7% 1,528 $462K
Montecito Bank & Trust 0.08% No change 1,514 $458K
Manchester Financial Inc. 0.10% Add +4.0% 1,512 $457K
Aaron Wealth Advisors LLC 0.05% Reduce -6.5% 1,505 $455K
Cornell Pochily Investment Advisors, Inc. 0.16% Reduce -1.3% 1,505 $455K
Wolverine Asset Management LLC 0.05% Reduce -83.3% 1,500 $453K
Ion Asset Management Ltd. 0.03% New 1,500 $453K
CenterBook Partners LP 0.03% New 1,494 $451K
Schmidt P J Investment Management Inc. 0.08% No change 1,493 $451K
Gratus Wealth Advisors, LLC 0.07% Reduce -27.4% 1,517 $451K
Pinnacle West Asset Management, Inc. 0.32% Add +5.3% 1,490 $450K
Austin Private Wealth, LLC 0.04% Add +2.1% 1,486 $449K
Global X Japan Co., Ltd. 0.06% Add +2.3% 1,482 $448K
Eastern Bank 0.01% New 1,479 $447K
First National Bank Sioux Falls 0.20% No change 1,477 $446K
Castle Rock Wealth Management, LLC 0.11% Add +19.4% 1,486 $445K
Harbour Trust & Investment Management Co 0.05% Reduce -1.0% 1,467 $443K
GeoWealth Management, LLC 0.02% Reduce -1.1% 1,460 $441K
Signal Advisors Wealth, LLC 0.06% New 1,459 $441K
Waddell & Associates, LLC 0.05% Add +22.1% 1,457 $440K
Hurlow Wealth Management Group, Inc. 0.14% No change 1,450 $438K
Perpetual Ltd 0.00% Reduce -1.2% 1,450 $438K
EntryPoint Capital, LLC 0.25% New 1,449 $438K
Greenfield Savings Bank 0.21% No change 1,445 $437K
Ausdal Financial Partners, Inc. 0.05% Reduce -1.7% 1,445 $437K
Nabity-Jensen Investment Management Inc 0.33% No change 1,431 $432K
Pennsylvania Capital Management Inc. 0.16% Add +1.1% 1,429 $432K
Narus Financial Partners, LLC 0.15% Reduce -11.2% 1,423 $430K
Naples Global Advisors, LLC 0.04% No change 1,423 $430K
Atticus Wealth Management, LLC 0.14% Reduce -0.2% 1,420 $429K
Belpointe Asset Management LLC 0.03% Add +1.0% 1,414 $427K
Tyche Wealth Partners LLC 0.10% Reduce -3.6% 1,412 $427K
Weaver Capital Management LLC 0.13% Add +43.1% 1,411 $426K
Journey Strategic Wealth LLC 0.02% Add +8.9% 1,401 $423K
Capital Planning LLC 0.12% Add +0.1% 1,401 $423K
Caitlin John, LLC 0.27% Add +3984.8% 1,348 $423K
Burns J W & Co. Inc. 0.05% Add +17.8% 1,392 $421K
LaFleur & Godfrey LLC 0.06% No change 1,390 $420K
Napatree Capital LLC 0.29% No change 1,384 $418K
Boston Mountain Money Management Inc. 0.24% Add +17.3% 1,384 $418K
Hoxton Planning & Management, LLC 0.16% Add +9.5% 1,383 $418K
Retirement Planning Co of New England, Inc. 0.21% Reduce -7.0% 1,379 $417K
Howard Capital Management, LLC 0.01% New 1,372 $415K
Capital Market Strategies LLC 0.25% Add +5.3% 1,369 $414K
Sage Capital Management, LLC 0.20% New 1,368 $413K
Davis R M Inc. 0.01% Reduce -17.5% 1,363 $412K
Mosaic Family Wealth Partners, LLC 0.06% No change 1,362 $412K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Reduce -1.8% 1,355 $409K
New Vernon Capital Holdings II LLC 0.22% Add +5.5% 1,351 $408K
Abacus Planning Group, Inc. 0.07% Add +3.4% 1,351 $408K
Chesley Taft & Associates LLC 0.02% No change 1,350 $408K
UNIVEST FINANCIAL Corp 0.03% New 1,345 $406K
Sachetta, LLC 0.16% Reduce -5.5% 1,344 $406K
First Trust Investment Solutions L.P. 0.05% New 1,343 $406K
Shelton Capital Management 0.01% Reduce -87.4% 1,340 $405K
Boothbay Fund Management, LLC 0.01% Reduce -4.7% 1,327 $401K
Patrick M Sweeney & Associates, Inc. 0.29% Add +21.4% 1,321 $399K
CNB Bank 0.18% Reduce -0.4% 1,321 $399K
Meritage Portfolio Management 0.02% No change 1,319 $399K
Hardy Reed LLC 0.04% Add +1.1% 1,314 $397K
ERn Financial, LLC 0.06% Add +0.4% 1,311 $396K
Capital Advisors, Ltd. LLC 0.05% Reduce -0.7% 1,309 $396K
LGL Partners, LLC 0.06% Reduce -9.3% 1,303 $394K
Sound Income Strategies, LLC 0.03% Add +2.0% 1,303 $394K
Tudor Financial Inc. 0.24% — 1,302 $393K
XTX Topco Ltd 0.03% Reduce -72.6% 1,292 $390K
Resonant Capital Advisors, LLC 0.03% Reduce -0.1% 1,290 $390K
Everett Harris & Co. 0.00% No change 1,287 $389K
Beverly Hills Private Wealth, LLC 0.08% Reduce -11.2% 1,286 $388K
FLC Capital Advisors 0.09% No change 1,282 $387K
Clarius Group, LLC 0.03% Reduce -3.0% 1,305 $387K
Capstone Wealth Management Group, LLC 0.23% Reduce -8.3% 1,274 $385K
Rockland Trust Co. 0.02% Reduce -18.7% 1,268 $383K
Federated Hermes, Inc. 0.00% Add +10.6% 1,268 $383K
Worth Asset Management, LLC 0.21% No change 1,264 $382K
Cyndeo Wealth Partners, LLC 0.03% Add +0.2% 1,255 $379K
Investors Asset Management of Georgia Inc. /Ga/ 0.18% No change 1,250 $378K
Evermay Wealth Management LLC 0.06% Reduce -1.6% 1,249 $377K
Camden National Bank 0.05% New 1,244 $376K
Trinity Financial Advisors LLC 0.17% No change 1,200 $375K
Smartleaf Asset Management LLC 0.05% Add +95.6% 1,244 $373K
Congress Park Capital LLC 0.14% Reduce -33.6% 1,235 $373K
Sterling Capital Management LLC 0.00% — 1,235 $373K
Wealth Alliance, LLC 0.04% Add +2.1% 1,231 $372K
Optimum Investment Advisors 0.16% No change 1,222 $369K
Clark Financial Services Group Inc. 0.34% Reduce -1.6% 1,220 $369K
JFS Wealth Advisors, LLC 0.02% Add +0.3% 1,219 $368K
Connecticut Wealth Management, LLC 0.02% Reduce -1.9% 1,215 $367K
Courage Capital Management LLC 0.90% No change 1,200 $363K
Lester Murray Antman dba SimplyRich 0.10% No change 1,203 $363K
Capital Investment Counsel, Inc 0.05% No change 1,200 $363K
Versor Investments LP 0.06% Reduce -61.3% 1,198 $362K
Mather Group, Llc. 0.00% Reduce -42.9% 1,196 $362K
Fiduciary Financial Group, LLC 0.08% Add +3.9% 1,206 $358K
Matthew Goff Investment Advisor, LLC 0.07% No change 1,182 $357K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,177 $356K
Pallas Capital Advisors LLC 0.02% New 1,179 $355K
Legacy Trust 0.08% Reduce -18.3% 1,175 $355K
Centennial Bank 0.16% No change 1,174 $355K
First Financial Bankshares Inc 0.01% Reduce -3.2% 1,173 $354K
Maven Securities LTD 0.04% Reduce -60.3% 1,170 $354K
Stratos Wealth Advisors, LLC 0.02% Reduce -12.1% 1,161 $351K
Hamilton Point Investment Advisors, LLC 0.06% No change 1,159 $350K
Salvus Wealth Management, LLC 0.21% Add +10.6% 1,157 $350K
Bill Few Associates, Inc. 0.12% Reduce -3.8% 1,156 $349K
Matisse Capital 0.17% No change 1,145 $346K
Wellington Shields & Co., LLC 0.11% Reduce -6.2% 1,144 $346K
Insight Folios Inc 0.12% Add +1.9% 1,137 $344K
Cooper Financial Group 0.04% Reduce -10.3% 1,137 $344K
Arista Wealth Management, LLC 0.08% Add +0.4% 1,135 $343K
Lindbrook Capital, LLC 0.03% Reduce -4.9% 1,134 $343K
Two Sigma Securities, LLC 0.03% Reduce -64.7% 1,130 $341K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +1.5% 1,126 $340K
Allen Wealth Management, LLC 0.23% No change 1,118 $338K
Advus Financial Partners, LLC 0.10% No change 1,118 $338K
First International Bank & Trust 0.11% Add +0.8% 1,118 $338K
SteelPeak Wealth, LLC 0.01% New 1,116 $337K
Alpine Bank Wealth Management 0.05% — 1,115 $337K
Brooks, Moore & Associates, Inc. 0.20% No change 1,111 $336K
Samalin Investment Counsel, LLC 0.15% Reduce -6.8% 1,105 $334K
Associated Banc-Corp 0.01% Add +7.3% 1,104 $334K
Fairscale Capital, LLC 0.29% No change 1,102 $333K
Jmac Enterprises LLC 0.05% No change 1,100 $332K
MCF Advisors LLC 0.02% Reduce -5.3% 1,100 $332K
Sentry Investment Management LLC 0.14% No change 1,098 $332K
Sterling Financial Planning, Inc. 0.12% Add +0.4% 1,097 $332K
United Community Bank 0.13% Reduce -28.7% 1,096 $331K
AlphaStar Capital Management, LLC 0.03% Reduce -14.4% 1,090 $329K
Copperwynd Financial, LLC 0.10% Add +11.7% 1,083 $327K
Clarkston Capital Partners, LLC 0.01% No change 1,081 $327K
Prepared Retirement Institute LLC 0.20% Reduce -2.7% 1,078 $326K
Trust Point Inc. 0.02% Reduce -0.4% 1,072 $324K
Bison Wealth, LLC 0.05% Reduce -15.4% 1,071 $324K
JT Stratford LLC 0.06% Add +2.7% 1,070 $323K
Ameritas Advisory Services, LLC 0.01% Reduce -69.8% 1,070 $323K
Wealth Alliance Advisory Group, LLC 0.07% No change 1,069 $323K
Beacon Investment Advisory Services, Inc. 0.01% No change 1,067 $322K
Trust Co of the South 0.07% No change 1,067 $322K
BancFirst Trust & Investment Management 0.11% Reduce -0.7% 1,072 $322K
JB Capital LLC 0.02% Reduce -8.3% 1,065 $322K
Empirical Asset Management, LLC 0.11% Reduce -0.5% 3,639 $322K
Chicago Capital, LLC 0.01% Reduce -0.9% 1,058 $320K
Aprio Wealth Management, LLC 0.05% Reduce -2.0% 1,050 $317K
TrinityBridge Ltd 0.01% Add +10.5% 1,050 $317K
One Wealth Advisors, LLC 0.05% Add +0.3% 1,048 $317K
Fidelis Capital Partners, LLC 0.04% Reduce -2.2% 1,037 $316K
Terra Nova Asset Management LLC 0.23% No change 1,044 $316K
Southland Equity Partners LLC 0.08% Add +4.5% 1,044 $315K
Catalina Capital Group, LLC 0.11% Add +4.8% 1,042 $315K
Curi Capital, LLC 0.01% Add +9.6% 1,037 $314K
Romano Brothers and Company 0.04% No change 1,037 $313K
Leo Wealth, LLC 0.03% Reduce -1.0% 1,033 $312K
Schrum Private Wealth Management LLC 0.16% New 1,034 $312K
Argent Financial Group, Inc. 0.04% — 1,029 $311K
Paces Ferry Wealth Advisors, LLC 0.18% Reduce -0.2% 1,022 $309K
VeraBank, N.A. 0.09% No change 1,021 $309K
PDS Planning, Inc 0.03% Add +19.4% 1,020 $308K
Smith Salley Wealth Management 0.02% Add +1.4% 1,016 $307K
Cobblestone Capital Advisors LLC 0.02% Add +4.2% 1,012 $306K
Armstrong Advisory Group, Inc. 0.03% No change 1,011 $306K
Stevens Capital Management LP 0.04% New 1,009 $305K
RiverGlades Family Offices LLC 0.22% No change 1,000 $302K
Bantamac Capital, LLC 0.15% No change 1,000 $302K
Buckley Wealth Management, LLC 0.09% No change 1,000 $302K
Knuff & Co LLC 0.09% No change 1,000 $302K
Wellington Shields Capital Management, LLC 0.05% No change 1,000 $302K
Kimelman & Baird, LLC 0.02% No change 1,000 $302K
Gateway Advisory, LLC 0.05% Reduce -9.1% 999 $302K
FFT Wealth Management LLC 0.02% Add +1.3% 997 $301K
HBC Financial Services, PLLC 0.18% No change 1,000 $301K
Douglas Lane & Associates, LLC 0.00% No change 995 $301K
Certified Advisory Corp 0.03% Reduce -5.4% 994 $300K
Atlantic Union Bankshares Corp 0.02% Reduce -9.1% 994 $300K
Schnieders Capital Management LLC 0.06% Add +16.8% 992 $300K
MBB Public Markets I LLC 0.03% Reduce -94.2% 990 $299K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +5.7% 988 $299K
ClearAlpha Technologies LP 0.13% New 988 $299K
Tradition Wealth Management, LLC 0.03% Reduce -0.3% 984 $298K
Tranquility Partners, LLC 0.11% No change 984 $297K
White Pine Capital LLC 0.10% Reduce -1.8% 970 $293K
Ariadne Wealth Management, LP 0.16% Add +0.9% 953 $293K
Aull & Monroe Investment Management Corp 0.14% No change 969 $293K
Breed's Hill Capital LLC 0.24% Reduce -2.7% 967 $292K
Trivium Point Advisory, LLC 0.04% Add +5.8% 930 $292K
Wolff Financial Management LLC 0.08% New 963 $291K
Piscataqua Savings Bank 0.25% Reduce -0.8% 963 $291K
Trinity Legacy Partners, LLC 0.07% Reduce -1.2% 961 $290K
Addison Advisors LLC 0.08% Reduce -12.5% 958 $290K
Eagle Bay Advisors LLC 0.11% Reduce -0.7% 958 $289K
Aberdeen Wealth Management LLC 0.19% Reduce -7.2% 958 $289K
Evanson Asset Management, LLC 0.02% No change 957 $289K
Horizon Bancorp Inc. 0.13% Add +2.3% 956 $289K
Jeppson Wealth Management, LLC 0.10% Add +3.8% 955 $289K
Kingfisher Capital LLC 0.07% No change 953 $288K
Auxier Asset Management LLC 0.04% Reduce -12.0% 952 $288K
Adell Harriman & Carpenter Inc. 0.02% No change 950 $287K
SWP Financial LLC 0.17% No change 949 $287K
Inscription Capital, LLC 0.04% Add +0.8% 947 $286K
Headinvest, LLC 0.05% No change 944 $285K
Marcum Wealth, LLC 0.03% Reduce -1.6% 944 $285K
Acorn Creek Capital LLC 0.15% Reduce -0.3% 941 $284K
Keb Asset Management, LLC 0.09% Add +17.3% 937 $283K
CRA Financial Services, LLC 0.05% No change 937 $283K
Waters Parkerson & Co., LLC 0.01% No change 932 $282K
Morton Community Bank 0.07% No change 933 $282K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.9% 933 $282K
Cypress Wealth Services, LLC 0.06% Add +2.0% 932 $282K
MPS Loria Financial Planners, LLC 0.08% Reduce -17.7% 932 $282K
D'Orazio & Associates, Inc. 0.04% Add +3.4% 932 $282K
Stewardship Advisors, LLC 0.08% No change 931 $281K
Von Berge Wealth Management Group, LLC 0.17% Add +0.2% 907 $280K
Pure Portfolios Holdings LLC 0.11% — 923 $279K
Hourglass Capital, LLC 0.08% Add +1.6% 920 $278K
Parsons Capital Management Inc. 0.02% Reduce -0.5% 916 $277K
DGS Capital Management, LLC 0.07% Add +1.7% 915 $277K
Avity Investment Management Inc. 0.02% Reduce -14.9% 910 $275K
Cozad Asset Management Inc. 0.03% No change 909 $275K
Bar Harbor Wealth Management 0.02% No change 907 $274K
M. Kraus & Co 0.08% No change 906 $274K
Aspen Wealth Management LLC 0.08% No change 900 $272K
Levin Capital Strategies, L.P. 0.03% No change 899 $272K
Heartwood Wealth Advisors LLC 0.03% No change 896 $271K
Fort, L.P. 0.68% Reduce -8.7% 895 $270K
New Wave Wealth Advisors LLC 0.12% Reduce -4.7% 891 $269K
Heritage Oak Wealth Advisors LLC 0.12% New 891 $269K
Brooklyn Investment Group 0.09% New 892 $269K
Thompson Investment Management, Inc. 0.04% Reduce -7.6% 890 $269K
SageView Advisory Group, LLC 0.01% Reduce -67.2% 889 $269K
Ethos Financial Group, LLC 0.04% Add +2.4% 888 $268K
Flagship Harbor Advisors, LLC 0.01% Reduce -9.9% 887 $268K
Mosaic Financial Group, LLC 0.19% New 873 $264K
Beacon Investment Advisors LLC 0.12% Reduce -0.1% 860 $260K
LMG Wealth Partners, LLC 0.06% No change 860 $260K
FWG Holdings, LLC 0.13% Reduce -17.3% 854 $260K
Obermeyer Wealth Partners 0.01% Reduce -0.6% 859 $260K
Mma Asset Management LLC 0.07% Reduce -8.0% 1,174 $259K
First Financial Corp. 0.12% Reduce -5.5% 857 $259K
Affinity Wealth Management LLC 0.05% Add +18.1% 856 $259K
Aurora Private Wealth, Inc. 0.20% No change 849 $257K
Bollard Group LLC 0.01% Add +0.5% 848 $256K
Mayflower Financial Advisors, LLC 0.04% New 847 $256K
Klingenstein Fields & Co. LP 0.01% Reduce -11.7% 842 $254K
City Holding Co. 0.04% No change 841 $254K
Revolve Wealth Partners, LLC 0.04% Reduce -4.5% 840 $254K
Guardian Wealth Advisors, LLC / NC 0.03% Add +7.3% 836 $253K
Allred Capital Management, LLC 0.10% Add +3.2% 836 $253K
Cary Street Partners Asset Management LLC 0.03% Reduce -2.3% 833 $252K
WBH Advisory Inc. 0.02% Reduce -0.1% 828 $250K
Centiva Capital, LP 0.01% Reduce -82.7% 828 $250K
Pin Oak Investment Advisors Inc. 0.23% Add +3.2% 830 $250K
WealthBridge Capital Management, LLC 0.07% New 827 $250K
Robertson Stephens Wealth Management, LLC 0.01% Add +2.0% 824 $249K
Acorn Wealth Advisors, LLC 0.11% Reduce -0.1% 821 $248K
Sage Mountain Advisors LLC 0.02% Reduce -36.2% 820 $248K
Baldwin Wealth Partners LLC 0.02% Add +7.2% 818 $247K
Davies Financial Advisors, Inc. 0.21% Reduce -1.0% 813 $246K
City State Bank 0.09% Reduce -2.9% 812 $245K
Key Client Fiduciary Advisors, LLC 0.11% Add +1.4% 810 $245K
KOM Wealth Management Group, LLC 0.20% Reduce -10.7% 806 $244K
Paradigm Asset Management Co. LLC 0.06% No change 806 $244K
Alpha Family Trust 0.14% No change 805 $243K
Beta Wealth Group, Inc. 0.11% No change 802 $242K
Certuity, LLC 0.03% Reduce -39.0% 801 $242K
Duncan Williams Asset Management, LLC 0.13% New 800 $242K
Schwartz Investment Counsel Inc. 0.01% No change 798 $241K
First Foundation Advisors 0.01% Reduce -12.5% 797 $241K
WealthCare Investment Partners, LLC 0.11% Reduce -3.0% 809 $241K
Court Place Advisors, LLC 0.07% No change 796 $241K
Douglass Winthrop Advisors, LLC 0.00% Reduce -11.2% 795 $240K
Lake Street Private Wealth, LLC 0.04% Reduce -38.9% 792 $239K
United Advisor Group, LLC 0.05% New 792 $239K
Rothschild Wealth LLC 0.07% Add +0.3% 789 $238K
Tandem Investment Advisors, Inc. 0.01% No change 788 $238K
Independent Wealth Network Inc. 0.10% Reduce -3.9% 784 $237K
Simplicity Wealth,LLC 0.02% Reduce -89.5% 782 $236K
Stanley-Laman Group, Ltd. 0.03% Reduce -11.4% 780 $236K
Founders Financial Alliance, LLC 0.07% Add +2.0% 779 $235K
Hamilton Capital, LLC 0.02% Add +0.8% 806 $235K
Lane & Associates LLC 0.13% Reduce -53.0% 778 $235K
Austin Wealth Management, LLC 0.05% Reduce -0.6% 784 $235K
Blueprint Investment Partners LLC 0.04% Reduce -23.4% 777 $235K
Athena Investment Management 0.13% No change 776 $235K
Deseret Mutual Benefit Administrators 0.12% Add +20.1% 776 $235K
Canopy Partners, LLC 0.10% Reduce -3.0% 775 $234K
West Paces Advisors Inc. 0.06% Add +77.8% 775 $234K
Boston Research & Management Inc. 0.05% No change 770 $233K
Shufro Rose & Co. LLC 0.02% No change 800 $232K
Waldron Private Wealth LLC 0.01% Add +10.2% 768 $232K
Hunter Associates Investment Management LLC 0.04% No change 766 $232K
Maia Wealth LLC 0.06% New 766 $231K
IMZ Advisory Inc 0.11% New 766 $230K
HHM Wealth Advisors, LLC 0.03% Add +7.0% 760 $230K
Pettyjohn, Wood & White, Inc. 0.04% No change 756 $228K
Greystone Financial Group, LLC 0.04% New 756 $228K
Clayton Financial Group LLC 0.09% Reduce -4.1% 755 $228K
Cascade Financial Partners, LLC 0.03% No change 744 $228K
Atwater Malick LLC 0.07% No change 752 $227K
Accordant Advisory Group Inc 0.25% Add +15.4% 749 $226K
LVM Capital Management Ltd. 0.03% No change 779 $226K
Chesapeake Asset Management LLC 0.20% Add +16.5% 747 $226K
Kingdom Financial Group LLC. 0.17% Reduce -54.0% 746 $225K
Corundum Group, Inc. 0.10% No change 746 $225K
PCA Investment Advisory Services Inc. 0.11% New 746 $225K
Measured Wealth Private Client Group, LLC 0.08% Reduce -18.9% 745 $225K
FinTrust Capital Advisors, LLC 0.04% Reduce -13.8% 744 $225K
Israel Discount Bank of New York 0.33% Reduce -1.5% 743 $225K
Interchange Capital Partners, LLC 0.08% Reduce -2.1% 741 $224K
BTG Pactual Asset Management US LLC 0.03% New 739 $223K
Wendell David Associates Inc. 0.02% No change 737 $223K
RW Investment Management LLC 0.03% No change 737 $223K
Fort Sheridan Advisors LLC 0.03% Add +3.2% 736 $222K
J. W. Coons Advisors, LLC 0.04% Reduce -60.2% 735 $222K
FDx Advisors, Inc. 0.06% Reduce -2.8% 733 $222K
Carmichael Hill & Associates, Inc. 0.08% Add +4.7% 733 $222K
Alhambra Investment Management LLC 0.11% Reduce -34.9% 731 $221K
Harris Associates (Oakmark Funds) 0.00% Add +0.7% 730 $221K
Sunesis Advisors, LLC 0.13% No change 729 $220K
Oxford Asset Management LLP 0.19% New 725 $219K
Skylands Capital, LLC 0.03% Reduce -3.3% 725 $219K
Simon Quick Advisors, LLC 0.01% Add +0.7% 724 $219K
Freestone Capital Holdings, LLC 0.01% New 723 $218K
Ledyard National Bank 0.02% New 720 $218K
Legacy Advisors, LLC 0.02% New 718 $217K
Barry Investment Advisors, LLC 0.07% Add +0.1% 717 $217K
West Family Investments, Inc. 0.07% New 716 $216K
Roman Butler Fullerton & Co. 0.07% Reduce -1.1% 720 $216K
V-Square Quantitative Management LLC 0.03% No change 715 $216K
Charter Oak Capital Management, LLC 0.02% New 714 $216K
Integrated Investment Consultants, LLC 0.05% Reduce -2.9% 714 $216K
Financial Advocates Investment Management 0.01% New 710 $215K
Opes Wealth Management LLC 0.04% No change 705 $213K
Montchanin Asset Management, LLC 0.20% No change 705 $213K
Larson Financial Group LLC 0.01% Reduce -3.8% 705 $213K
Bruce G. Allen Investments, LLC 0.17% Add +1.0% 703 $212K
Whittier Trust Co. of Nevada Inc. 0.01% Add +22.7% 703 $212K
Balboa Wealth Partners 0.05% New 702 $212K
Mechanics Bank Trust Department 0.03% Reduce -0.7% 702 $212K
Gulf International Bank (UK) Ltd 0.01% Reduce -53.2% 702 $212K
HT Partners LLC 0.07% No change 700 $212K
Polymer Capital Management (HK) LTD 0.05% New 700 $212K
Buckingham Capital Management, Inc. 0.02% No change 700 $212K
KPP Advisory Services LLC 0.05% Reduce -1.4% 697 $211K
Bay Rivers Group 0.10% No change 695 $210K
Geller Advisors LLC 0.01% Add +0.3% 695 $210K
Childress Capital Advisors, LLC 0.06% No change 693 $210K
Eagle Strategies LLC 0.04% No change 691 $209K
Patriot Investment Management Group, Inc. 0.02% Reduce -3.5% 691 $209K
GoalFusion Wealth Management, LLC 0.12% No change 691 $209K
Rosenberg Matthew Hamilton 0.05% Add +11.1% 691 $209K
Van Cleef Asset Management,Inc 0.02% No change 690 $209K
Evernest Financial Advisors, LLC 0.06% Reduce -0.6% 687 $208K
Advisor OS, LLC 0.02% Reduce -6.2% 685 $207K
Cromwell Holdings LLC 0.13% No change 685 $207K
Klingman & Associates, LLC 0.01% New 683 $206K
Financial Security Advisor, Inc. 0.05% New 682 $206K
ORG Partners LLC 0.03% Reduce -77.5% 677 $205K
Keudell/Morrison Wealth Management 0.06% Reduce -6.5% 676 $204K
Lantz Financial LLC 0.06% New 676 $204K
CYBER HORNET ETFs LLC 0.21% New 675 $204K
Callan Capital, LLC 0.01% New 675 $204K
Silver Oak Securities, Incorporated 0.02% New 679 $204K
Arbor Trust Wealth Advisors, LLC 0.11% No change 701 $203K
KG Capital Management 0.07% New 670 $202K
Edgestream Partners, L.P. 0.01% Reduce -72.8% 670 $202K
BSW Wealth Partners 0.03% New 668 $202K
WealthTrust Axiom LLC 0.06% Reduce -23.1% 667 $202K
L.M. Kohn & Company 0.05% New 665 $201K
Moody Aldrich Partners LLC 0.04% Reduce -18.2% 665 $201K
Astoria Portfolio Advisors LLC. 0.07% New 669 $200K
Missouri Trust & Investment Co 0.07% No change 663 $200K
Exchange Traded Concepts, LLC 0.00% Reduce -72.5% 663 $200K
Foster Dykema Cabot & Partners, LLC 0.02% Add +318.4% 661 $200K
Fourpath Capital Management, LLC 0.04% New 653 $197K
Covestor Ltd 0.12% Add +4.5% 631 $190K
Rise Advisors, LLC 0.09% Reduce -8.2% 627 $189K
Chiron Investment Management, LLC 0.07% New 620 $187K
First Command Advisory Services, Inc. 0.00% Add +7.5% 602 $182K
First Personal Financial Services 0.04% Add +0.2% 601 $182K
Financial Network Wealth Advisors LLC 0.15% Reduce -4.5% 600 $181K
Claris Advisors, LLC / Mo / 0.08% New 600 $181K
Catalyst Funds Management Pty Ltd 0.04% New 600 $181K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 575 $173K
Solstein Capital, LLC 0.09% No change 563 $170K
Westpac Banking Corp. 0.01% New 550 $166K
Caldwell Sutter Capital, Inc. 0.08% Reduce -5.9% 545 $165K
Coppell Advisory Solutions LLC 0.02% Reduce -0.2% 532 $160K
Concord Wealth Partners 0.03% Add +3.4% 515 $156K
Continuum Advisory, LLC 0.02% Add +122.8% 519 $152K
Hobbs Group Advisors, LLC 0.05% No change 495 $150K
Atlas Capital Advisors Inc. 0.02% No change 483 $146K
Peoples Financial Services Corp. 0.06% Reduce -4.0% 462 $140K
West Branch Capital LLC 0.05% Add +0.4% 452 $137K
Motco 0.01% No change 441 $133K
Plante Moran Financial Advisors, LLC 0.01% No change 441 $133K
FSC Wealth Advisors, LLC 0.10% Reduce -34.3% 440 $133K
Johnson Financial Group, Inc. 0.01% Add +18.9% 440 $133K
Union Savings Bank 0.06% No change 434 $131K
Stone House Investment Management, LLC 0.03% No change 428 $129K
Private Wealth Management Group, LLC 0.05% No change 421 $127K
Old Second National Bank of Aurora 0.03% No change 411 $124K
Key Financial Inc 0.03% Add +1.0% 410 $124K
Crewe Advisors LLC 0.01% Add +0.5% 403 $122K
Compagnie Lombard Odier SCmA 0.00% No change 400 $121K
Ashton Thomas Securities, LLC 0.02% New 382 $115K
Godsey & Gibb, Inc. 0.01% Reduce -28.2% 382 $115K
Centerpoint Advisors, LLC 0.04% No change 380 $115K
Estabrook Capital Management 0.02% No change 372 $112K
Grove Bank & Trust 0.02% Add +10.6% 354 $107K
Mascoma Wealth Management LLC 0.03% No change 350 $106K
Northwest Financial Advisors 0.08% New 343 $104K
Barrett & Company, Inc. 0.04% No change 339 $102K
Atlantic Private Wealth, LLC 0.08% Add +59.7% 337 $102K
Blue Bell Private Wealth Management, LLC 0.02% Add +6.5% 328 $99K
Ransom Advisory, Ltd 0.05% No change 323 $98K
Westside Investment Management, Inc. 0.02% Reduce -5.1% 317 $96K
Investors Research Corp 0.02% No change 315 $95K
Fortitude Family Office, LLC 0.04% Add +26.0% 310 $94K
Erste Asset Management GmbH 0.00% No change 310 $94K
DiNuzzo Private Wealth, Inc. 0.01% Add +3750.0% 308 $93K
Founders Capital Management 0.06% No change 300 $91K
Voisard Asset Management Group, Inc. 0.04% Add +1.7% 300 $91K
Tsfg, LLC 0.02% Add +0.3% 298 $90K
Guardian Wealth Management, Inc. 0.06% Reduce -1.3% 294 $89K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 288 $87K
SJS Investment Consulting Inc. 0.01% Add +22.1% 282 $85K
Silvant Capital Management LLC 0.00% No change 274 $83K
Versant Capital Management, Inc 0.02% Reduce -12.1% 269 $81K
GPS Wealth Strategies Group, LLC 0.01% Reduce -1.5% 263 $79K
Hemington Wealth Management 0.02% New 273 $79K
Zions Bancorporation, N.A. 0.01% Reduce -5.8% 259 $78K
Syntax Research, Inc. 0.05% No change 252 $76K
Jaffetilchin Investment Partners, LLC 0.01% New 251 $76K
Western Pacific Wealth Management, LP 0.05% New 250 $76K
Truvestments Capital LLC 0.02% New 245 $74K
Smithfield Trust Co 0.00% No change 245 $74K
Advantage Trust Co 0.05% No change 240 $73K
Intact Investment Management Inc. 0.00% New 240 $73K
Sittner & Nelson, LLC 0.03% No change 237 $72K
Optiver Holding B.V. 0.00% Add +288.5% 237 $72K
Earned Wealth Advisors, LLC 0.02% New 235 $71K
Banque Cantonale Vaudoise 0.00% Reduce -63.8% 231 $70K
Montag A & Associates Inc. 0.00% Add +1000.0% 231 $70K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +4.6% 228 $69K
Quent Capital, LLC 0.01% No change 226 $68K
Beacon Capital Management, LLC 0.01% Add +40.4% 226 $68K
PSI Advisors, LLC 0.02% No change 225 $68K
Riverview Trust Co 0.06% Add +1.8% 221 $67K
Gables Capital Management Inc. 0.03% No change 220 $66K
Core Alternative Capital 0.01% Add +238.1% 213 $64K
M&R Capital Management Inc. 0.01% Add +4.4% 213 $64K
Hexagon Capital Partners LLC 0.01% Add +12.2% 212 $64K
New England Capital Financial Advisors LLC 0.03% No change 209 $63K
JNBA Financial Advisors 0.01% No change 201 $61K
Twin Lakes Capital Management, LLC 0.04% No change 200 $60K
Birchbrook, Inc. 0.03% No change 200 $60K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 200 $60K
Canton Hathaway, LLC 0.01% No change 200 $60K
Loomis Sayles & Co. L P 0.00% Reduce -73.9% 190 $57K
Cetera Trust Company, N.A 0.03% No change 184 $56K
American National Bank & Trust 0.01% Reduce -54.3% 184 $56K
Trifecta Capital Advisors, LLC 0.01% No change 181 $55K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.6% 181 $55K
Field & Main Bank 0.02% No change 180 $54K
GoalVest Advisory LLC 0.02% No change 179 $54K
Coston, McIsaac & Partners 0.01% Add +22.8% 178 $53K
MV Capital Management, Inc. 0.01% Add +9.4% 175 $53K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +57.3% 173 $52K
Gilliland Jeter Wealth Management LLC 0.02% No change 168 $51K
Lazard Asset Management LLC 0.00% Add +1.2% 166 $50K
Nvwm, LLC 0.01% Reduce -44.5% 162 $49K
Colonial Trust Advisors 0.00% Reduce -50.0% 162 $49K
First PREMIER Bank 0.01% No change 161 $48K
Rational Advisors, Inc. 0.00% Reduce -11.7% 158 $48K
Annapolis Financial Services, LLC 0.01% No change 156 $47K
Glen Eagle Advisors, LLC 0.01% No change 154 $47K
Cape Investment Advisory, Inc. 0.02% Add +144.3% 149 $45K
Carolinas Wealth Consulting LLC 0.01% Add +3.5% 149 $45K
Riggs Asset Managment Co. Inc. 0.01% No change 145 $44K
Gleason Group, Inc. 0.01% Reduce -20.0% 144 $44K
Prestige Wealth Management Group LLC 0.01% No change 143 $43K
Cornerstone Planning Group LLC 0.01% Reduce -13.4% 136 $41K
Princeton Global Asset Management LLC 0.01% No change 135 $41K
Briaud Financial Planning Inc 0.02% No change 125 $37K
Bear Mountain Capital, Inc. 0.01% Reduce -62.5% 122 $37K
SIMA Wealth Partners, LLC 0.03% No change 120 $36K
Arax Advisory Partners 0.00% Reduce -4.0% 120 $36K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -30.5% 121 $36K
Abound Wealth Management 0.01% Add +0.8% 118 $36K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +0.9% 116 $35K
Richardson Financial Services Inc. 0.02% No change 119 $35K
Peterson Wealth Services 0.01% New 114 $34K
Spectrum Wealth Counsel, LLC 0.00% Reduce -39.9% 113 $34K
Pacifica Partners Inc. 0.01% No change 112 $34K
True Wealth Design, LLC 0.01% New 111 $34K
Ogorek Anthony Joseph /NY/ 0.01% No change 107 $32K
Bell Investment Advisors, Inc 0.01% No change 105 $32K
VitalStone Financial, LLC 0.02% Add +1.0% 105 $32K
Winch Advisory Services, LLC 0.01% No change 103 $31K
Wintrust Investments LLC 0.02% Reduce -90.7% 104 $31K
Steph & Co. 0.01% Add +27.9% 101 $31K
PARK CIRCLE Co 0.03% No change 100 $30K
American Capital Advisory, LLC 0.02% No change 100 $30K
Lowe Wealth Advisors, LLC 0.01% New 100 $30K
Operose Advisors LLC 0.01% No change 100 $30K
Quintet Private Bank (Europe) S.A. 0.00% Add +13.6% 100 $30K
GW&K Investment Management, LLC 0.00% Add +12.9% 96 $29K
REAP Financial Group, LLC 0.01% Add +11.9% 94 $28K
Main Street Group, LTD 0.01% No change 94 $28K
DecisionPoint Financial, LLC 0.01% No change 92 $28K
St Germain D J Co. Inc. 0.00% No change 88 $27K
Redmont Wealth Advisors LLC 0.04% No change 87 $26K
Towne Trust Company, N.A 0.01% No change 87 $26K
Slocum, Gordon & Co LLP 0.01% No change 86 $26K
Hara Capital LLC 0.02% New 85 $26K
William B. Walkup & Associates, Inc. 0.02% No change 84 $25K
Mfa Wealth Advisors, LLC 0.01% Add +241.7% 82 $25K
Aspect Partners, LLC 0.01% Reduce -4.7% 81 $24K
Clarity Asset Management, Inc. 0.02% No change 80 $24K
Maryland Capital Advisors Inc. 0.01% No change 80 $24K
Northwest Investment Counselors, LLC 0.01% New 77 $23K
DT Investment Partners, LLC 0.00% New 77 $23K
Criterion Capital Advisors, LLC 0.01% No change 80 $23K
Mowery & Schoenfeld Wealth Management, LLC 0.04% Add +7500.0% 76 $23K
Darwin Wealth Management, LLC 0.01% New 75 $23K
Altshuler Shaham Ltd 0.00% Add +5.8% 73 $22K
Laurel Wealth Advisors LLC 0.00% No change 72 $22K
POM Investment Strategies, LLC 0.02% No change 71 $21K
WR Wealth Planners, LLC 0.01% Add +16.4% 71 $21K
Salomon & Ludwin, LLC 0.00% No change 71 $21K
Game Plan Financial Advisors, LLC 0.01% No change 70 $21K
Mb, Levis & Associates, LLC 0.01% No change 70 $21K
Fairfield Financial Advisors, LTD 0.01% New 70 $21K
Iron Horse Wealth Management, LLC 0.01% No change 68 $21K
Glass Jacobson Investment Advisors llc 0.01% No change 67 $20K
Elequin Capital, LP 0.05% New 67 $20K
Perkins Coie Trust Co 0.00% No change 65 $20K
Red Tortoise LLC 0.01% Add +85.3% 63 $19K
Global Financial Private Client, LLC 0.01% Add +117.2% 63 $19K
Cassady Schiller Wealth Management, LLC 0.01% No change 63 $19K
Archer Investment Corp 0.01% Add +5.2% 61 $18K
Cedar Wealth Management, LLC 0.01% No change 61 $18K
PrairieView Partners, LLC 0.00% No change 63 $18K
Signature Resources Capital Management, LLC 0.02% No change 59 $18K
New Age Alpha Advisors, LLC 0.01% New 58 $18K
Strategic Investment Solutions, Inc. 0.01% No change 57 $17K
Northwest Capital Management Inc 0.01% Add +1.8% 56 $17K
Eukles Asset Management 0.01% No change 55 $17K
Aspire Private Capital, LLC 0.00% No change 54 $16K
Highline Wealth Partners LLC 0.01% Add +12.8% 53 $16K
Kennebec Savings Bank 0.01% — 50 $15K
Cranbrook Wealth Management, LLC 0.00% No change 50 $15K
Rakuten Securities, Inc. 0.01% Reduce -23.8% 48 $15K
TFC Financial Management, Inc. 0.00% No change 47 $14K
Tucker Asset Management LLC 0.00% No change 46 $14K
Meeder Asset Management Inc. 0.00% Reduce -64.9% 46 $14K
Dunhill Financial, LLC 0.01% Add +104.5% 45 $14K
Legend Financial Advisors, Inc. 0.01% Reduce -56.7% 45 $14K
Center for Financial Planning, Inc. 0.00% No change 42 $13K
Bank & Trust Co 0.01% New 42 $13K
Hudson Edge Investment Partners Inc. 0.00% No change 40 $12K
Financial Perspectives, Inc 0.00% No change 40 $12K
SOA Wealth Advisors, LLC. 0.00% No change 38 $12K
Westend Capital Management, LLC 0.00% New 38 $11K
McIlrath & Eck, LLC 0.00% No change 37 $11K
Reston Wealth Management LLC 0.00% New 36 $11K
Planned Solutions, Inc. 0.00% New 33 $10K
Ruedi Wealth Management, Inc. 0.00% Reduce -31.3% 33 $10K
Keener Financial Planning LLC 0.01% No change 31 $9K
Avion Wealth 0.00% No change 31 $9K
Morton Brown Family Wealth, LLC 0.00% No change 27 $8K
Duncker Streett & Co. Inc. 0.00% Reduce -88.1% 27 $8K
FSA Wealth Management LLC 0.00% — 25 $8K
Country Trust Bank 0.00% No change 25 $8K
Valley National Advisers Inc. 0.00% Reduce -52.9% 24 $7K
Financial Management Professionals, Inc. 0.00% Reduce -60.0% 22 $7K
Carolina Wealth Advisors, LLC 0.00% New 23 $7K
Vermillion & White Wealth Management Group, LLC 0.00% No change 22 $7K
MRP Capital Investments, LLC 0.01% New 20 $6K
Stephens Consulting, LLC 0.00% Reduce -34.5% 19 $6K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 17 $5K
Copley Financial Group, Inc. 0.00% — 17 $5K
Delos Wealth Advisors, LLC 0.00% Reduce -42.9% 16 $5K
Wolff Wiese Magana LLC 0.00% No change 15 $5K
IAG Wealth Partners, LLC 0.00% No change 15 $5K
Valued Wealth Advisors LLC 0.00% Add +27.3% 14 $4K
RE Dickinson Investment Advisors, LLC 0.00% No change 14 $4K
Pineridge Advisors LLC 0.00% No change 14 $4K
Longfellow Investment Management Co. LLC 0.00% No change 14 $4K
First Community Trust NA 0.00% No change 13 $4K
C M Bidwell & Associates Ltd. 0.00% New 13 $4K
Frazier Financial Advisors, LLC 0.00% New 12 $4K
SWAN Capital LLC 0.00% No change 12 $4K
Hilltop National Bank 0.00% No change 12 $4K
Provenance Wealth Advisors, LLC 0.00% No change 12 $4K
Kozak & Associates, Inc. 0.00% New 11 $3K
Burkett Financial Services, LLC 0.00% Reduce -89.1% 10 $3K
Fortis Group Advisors, LLC 0.00% Reduce -99.8% 10 $3K
Harvest Fund Management Co., Ltd 0.00% Reduce -98.0% 9 $3K
Peterson Financial Group, Inc. 0.01% New 10 $3K
Granite FO LLC 0.00% New 9 $3K
FPC Investment Advisory, Inc. 0.00% No change 8 $2K
WealthCollab, LLC 0.00% No change 6 $2K
Strengthening Families & Communities, 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% No change 2 $1K
Picton Mahoney Asset Management 0.00% New 4 $1K
Horizon Financial Services, LLC 0.00% No change 3 $907
Breakwater Investment Management 0.00% No change 3 $907
Proffitt & Goodson Inc. 0.00% New 3 $907
LMR Partners LLP 0.00% New 3 $907
PEAK6 Investments LLC 0.00% New 3 $779
Mendota Financial Group, LLC 0.00% New 1 $303
Evolution Advisers, Inc. 0.00% No change 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.