General DynamicsGD

13F holders, Q4 2024 (December 31)
1,848holders +46
93new positions
157sold out
10famous investors
$263.48avg. 13F price*

At the end of Q4 2024, 1,848 institutions reported holding General Dynamics Corp. (GD) in their 13F filings, up 46 from Q3 2024. 93 opened new positions and 157 sold out. The largest holders were Longview Asset Management, LLC ($7.4B), Vanguard Group Inc. ($6.3B) and BlackRock, Inc. ($4.4B). 10 famous investors held it, including Tom Gayner (0.9% of Markel Group's portfolio), Joel Greenblatt (0.3% of Gotham Asset Management's portfolio) and Cliff Asness (0.2% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions93$164.2M
Exits157$265.5M

All 13F filers, Q3 2024 → Q4 2024: 7,603,337 shares bought and 14,311,786 shares sold, net −6,708,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,848 holders

Longview Asset Management, LLC 95.45% No change 28,097,732 $7.4B
Vanguard Group Inc. 0.11% Add +3.1% 23,780,078 $6.3B
BlackRock, Inc. 0.09% Add +1.5% 16,512,396 $4.4B
Newport Trust Company, LLC 9.56% Reduce -1.8% 14,976,440 $3.9B
State Street Corp. 0.12% Add +2.4% 11,203,461 $3.0B
Wellington Management Group LLP 0.40% Reduce -41.5% 8,306,468 $2.2B
Bank of America Corp. 0.18% Reduce -5.0% 7,383,845 $1.9B
Massachusetts Financial Services Co. 0.61% Reduce -5.9% 7,366,929 $1.9B
Capital Research Global Investors 0.37% Add +7.4% 6,734,148 $1.8B
Wells Fargo & Company 0.39% Reduce -1.9% 6,091,831 $1.6B
Geode Capital Management, LLC 0.12% Add +2.4% 5,688,672 $1.5B
Morgan Stanley 0.10% Add +2.5% 5,360,575 $1.4B
JPMorgan Chase & Co. 0.11% Reduce -9.9% 5,245,618 $1.4B
Sanders Capital, LLC 1.62% Add +0.8% 4,212,422 $1.1B
FMR LLC 0.06% Reduce -24.0% 3,754,397 $989.2M
T. Rowe Price Associates Inc. 0.11% Reduce -4.1% 3,586,158 $944.9M
Aristotle Capital Management, LLC 1.51% Reduce -0.3% 2,971,437 $782.9M
Royal Bank of Canada 0.17% Add +5.2% 2,935,046 $773.4M
Northern Trust Corp. 0.10% Add +4.2% 2,606,137 $686.7M
Invesco Ltd. 0.12% Add +10.6% 2,428,644 $639.9M
Ameriprise Financial Inc. 0.14% Reduce -0.1% 2,038,598 $538.6M
Franklin Resources Inc. 0.13% Reduce -2.5% 1,730,210 $455.9M
Bank of New York Mellon Corp 0.08% Add +3.6% 1,706,250 $449.6M
Charles Schwab Investment Management Inc. 0.08% Add +2.6% 1,577,075 $415.5M
UBS Group AG 0.09% Add +60.2% 1,548,588 $408.0M
Dimensional Fund Advisors LP 0.10% Add +0.6% 1,542,745 $406.5M
Bank of Montreal 0.18% Add +1.5% 1,377,330 $362.9M
HSBC Holdings PLC 0.21% Add +24.3% 1,290,344 $339.9M
Goldman Sachs Group Inc. 0.06% Reduce -17.6% 1,280,112 $337.3M
Boston Partners 0.39% Reduce -16.3% 1,201,960 $317.1M
Legal & General Group Plc 0.07% Reduce -4.2% 1,054,490 $277.8M
Nuveen Asset Management, LLC 0.08% Reduce -7.3% 1,013,581 $267.1M
California Public Employees Retirement System 0.16% Reduce -0.7% 912,166 $240.3M
Envestnet Asset Management Inc. 0.07% Reduce -1.8% 875,899 $230.8M
First Trust Advisors LP 0.20% Add +4.9% 861,800 $227.1M
Two Sigma Advisers, LP 0.50% Reduce -4.8% 817,000 $215.3M
Raymond James Financial Inc. 0.07% — 748,559 $197.2M
Cullen Capital Management, LLC 2.28% Reduce -2.5% 741,965 $195.5M
Two Sigma Investments, LP 0.44% Add +11.1% 693,698 $182.8M
Primecap Management Co. 0.14% Reduce -14.9% 679,750 $179.1M
ProShare Advisors LLC 0.40% Add +1.3% 662,295 $174.5M
Swiss National Bank 0.12% Reduce -4.7% 659,846 $173.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -1.2% 658,494 $173.5M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +0.4% 590,898 $155.7M
Barclays PLC 0.08% Reduce -38.5% 579,641 $152.7M
Capital International Investors 0.03% Add +0.1% 575,242 $151.6M
Deutsche Bank AG 0.06% Reduce -28.0% 571,176 $150.5M
BNP Paribas Financial Markets 0.11% Add +79.0% 553,436 $145.8M
Manufacturers Life Insurance Company, The 0.13% Add +4.7% 545,143 $143.6M
Rhumbline Advisers 0.12% Add +1.0% 515,973 $136.0M
National Pension Service 0.13% Add +5.2% 504,022 $132.8M
AQR Capital Management 0.15% Reduce -19.0% 455,460 $120.0M
LPL Financial LLC 0.05% Add +0.4% 443,233 $116.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +11.5% 420,032 $110.6M
Hotchkis & Wiley Capital Management LLC 0.36% Reduce -0.7% 408,862 $107.7M
New York State Common Retirement Fund 0.14% Reduce -0.1% 403,836 $106.4M
Voloridge Investment Management, LLC 0.37% Add +6387.2% 401,236 $105.7M
Markel Group 0.91% No change 391,000 $103.0M
Squarepoint Ops LLC 0.26% Add +75.2% 382,253 $100.7M
Millennium Management 0.09% Add +32.7% 382,048 $100.7M
Westwood Holdings Group Inc. 0.78% Reduce -1.2% 381,738 $100.6M
California State Teachers Retirement System 0.12% Reduce -0.4% 381,674 $100.6M
Thrivent Financial for Lutherans 0.19% Reduce -2.7% 363,920 $96.1M
Penserra Capital Management LLC 1.72% Add +34.5% 357,296 $94.1M
National Bank of Canada 0.12% Add +125.3% 351,429 $92.6M
Russell Investments Group, Ltd. 0.13% Reduce -1.3% 344,762 $90.8M
Blair William & Co. 0.24% Reduce -9.5% 318,274 $83.9M
Adage Capital Partners Gp, L.L.C. 0.14% Add +299.3% 312,768 $82.4M
Victory Capital Management Inc. 0.08% Reduce -18.3% 312,420 $82.3M
Truist Financial Corp. 0.12% Reduce -3.0% 298,464 $78.6M
Principal Financial Group Inc. 0.04% Reduce -1.8% 292,187 $77.0M
Sei Investments Co. 0.10% Reduce -0.2% 284,814 $75.0M
Zacks Investment Management 0.69% Reduce -10.1% 283,874 $74.8M
Public Employees Retirement Association of Colorado 0.29% Reduce -19.7% 275,039 $72.5M
Pzena Investment Management LLC 0.24% Add +0.1% 270,775 $71.3M
Alliancebernstein L.P. 0.02% Reduce -1.7% 266,086 $70.1M
Stifel Financial Corp. 0.07% Reduce -7.5% 264,192 $69.6M
Equity Investment Corp. 1.56% Reduce -2.9% 252,575 $66.6M
Natixis Advisors, LLC 0.12% Reduce -6.5% 249,024 $65.6M
HighTower Advisors, LLC 0.09% Reduce -2.4% 244,639 $64.5M
Bahl & Gaynor LLC 0.34% Reduce -7.2% 244,015 $64.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% Add +38.0% 243,730 $64.2M
State Board of Administration of Florida Retirement System 0.12% Add +1.7% 241,403 $63.6M
Saratoga Research & Investment Management 3.10% Reduce -3.5% 232,952 $61.4M
Fifth Third Bancorp 0.22% Reduce -0.3% 231,277 $60.9M
New York State Teachers Retirement System 0.12% Add +0.1% 222,398 $58.6M
Janney Montgomery Scott LLC 0.16% Add +0.6% 220,412 $58.1M
Caisse de depot et placement du Quebec 0.12% No change 213,652 $56.3M
D. E. Shaw & Co. 0.07% Add +1014.0% 210,353 $55.4M
PNC Financial Services Group, Inc. 0.04% Reduce -2.8% 209,923 $55.3M
Wealth Enhancement Advisory Services, LLC 0.11% Add +35.5% 209,893 $55.3M
Citigroup Inc. 0.05% Reduce -6.0% 203,023 $53.5M
Nomura Asset Management Co. Ltd. 0.16% Add +0.3% 199,731 $52.6M
Earnest Partners LLC 0.23% Reduce -0.8% 196,025 $51.7M
Qube Research & Technologies Ltd 0.08% Reduce -23.0% 195,814 $51.6M
Vest Financial, LLC 0.88% Add +10.0% 189,006 $49.8M
Canada Pension Plan Investment Board 0.05% Add +5.3% 181,703 $47.9M
Regions Financial Corp. 0.35% Reduce -0.8% 180,231 $47.5M
Korea Investment CORP 0.11% Add +41.3% 169,353 $44.6M
Commonwealth Equity Services, LLC 0.06% Add +11.7% 166,288 $43.8M
Clark Capital Management Group, Inc. 0.29% Add +0.3% 160,048 $42.2M
Los Angeles Capital Management LLC 0.17% Add +0.1% 155,891 $41.1M
TD Asset Management Inc 0.04% Add +0.5% 155,651 $41.0M
Susquehanna International Group, LLP 0.06% Add +220.5% 149,966 $39.5M
Prudential Financial Inc. 0.05% Reduce -59.8% 149,816 $39.5M
Bartlett & Co. Wealth Management LLC 0.55% Add +2.5% 144,664 $38.1M
Credit Agricole S A 0.13% Add +2472.5% 144,213 $38.0M
Henshaw Capital LLC 1.56% No change 142,150 $37.5M
Ancora Advisors LLC 0.82% Add +1.6% 139,932 $36.9M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -2.2% 136,647 $36.0M
Peapack Gladstone Financial Corp. 0.52% Reduce -0.4% 136,172 $35.9M
Toronto Dominion Bank 0.07% Add +8.4% 134,806 $35.5M
Polaris Capital Management, LLC 1.70% Reduce -2.8% 133,564 $35.2M
HM Payson & Co. 0.60% Add +0.6% 133,227 $35.1M
Conning Inc. 1.29% Add +5.4% 132,922 $35.0M
&partners 0.42% Add +64.1% 131,705 $34.7M
Treasurer of the State of North Carolina 0.13% Reduce -4.5% 131,313 $34.6M
State of Wisconsin Investment Board 0.09% Reduce -8.4% 128,917 $34.0M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -7.9% 127,279 $33.5M
Allspring Global Investments Holdings, LLC 0.05% Reduce -16.4% 127,950 $33.4M
Randolph Co Inc 3.63% Add +0.1% 123,379 $32.5M
Oppenheimer Asset Management Inc. 0.39% Reduce -0.7% 122,857 $32.4M
Edgar Lomax Co. 2.06% Reduce -1.9% 121,089 $31.9M
Royal London Asset Management Ltd. 0.08% Add +1.2% 120,884 $31.9M
Smith Chas P & Associates Pa Cpas 1.79% Add +1.3% 118,353 $31.2M
Public Employees Retirement System of Ohio 0.11% Reduce -4.3% 117,864 $31.1M
Teacher Retirement System of Texas 0.11% Reduce -2.9% 115,290 $30.4M
Gotham Asset Management 0.29% Add +211.6% 114,558 $30.2M
Corient Private Wealth LP 0.05% Add +5.3% 114,661 $29.9M
Kornitzer Capital Management Inc. 0.59% Reduce -1.1% 113,321 $29.9M
Florida Trust Wealth Management Co 0.95% Add +2.5% 112,503 $29.6M
TD Waterhouse Canada Inc. 0.24% Add +4.0% 111,647 $29.4M
US Bancorp \de 0.04% Reduce -1.5% 108,076 $28.5M
Sabal Trust CO 1.60% Reduce -2.2% 105,089 $27.7M
Cetera Investment Advisers 0.06% Add +5.6% 104,173 $27.4M
Osaic Holdings, Inc. 0.06% Add +8.9% 116,243 $27.4M
Epoch Investment Partners, Inc. 0.13% Reduce -4.4% 101,196 $26.7M
Barrow Hanley Mewhinney & Strauss LLC 0.09% Reduce -1.9% 100,729 $26.5M
Fidelity National Financial, Inc. 0.53% New 100,000 $26.3M
Neuberger Berman Group LLC 0.02% Reduce -8.2% 99,824 $26.3M
Amundi 0.01% Add +211.4% 99,740 $26.1M
Tidal Investments LLC 0.21% Add +21.9% 96,991 $25.6M
United Capital Financial Advisors, LLC 0.21% Reduce -7.6% 96,221 $25.4M
Chilton Capital Management LLC 1.06% Add +4.7% 95,379 $25.1M
Rockefeller Capital Management L.P. 0.07% Reduce -19.7% 95,265 $25.1M
Voya Investment Management LLC 0.03% Add +1.1% 93,845 $24.7M
Focus Partners Wealth 0.06% Add +339.9% 92,936 $24.5M
Vident Advisory, LLC 0.43% Add +28.9% 92,364 $24.3M
Mackenzie Financial Corp. 0.03% Add +0.9% 91,766 $24.2M
Mariner, LLC 0.04% Add +46.3% 90,747 $23.9M
Asset Management One Co., Ltd. 0.08% Add +1.8% 87,676 $23.3M
Confluence Investment Management LLC 0.32% Reduce -1.2% 86,659 $22.8M
Nisa Investment Advisors, LLC 0.09% Reduce -1.4% 86,605 $22.8M
Public Sector Pension Investment Board 0.10% Add +32.8% 85,607 $22.6M
State of New Jersey Common Pension Fund D 0.09% Reduce -0.2% 85,358 $22.5M
Becker Capital Management Inc. 0.73% Reduce -0.7% 85,177 $22.4M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -4.0% 83,508 $22.0M
Distillate Capital Partners LLC 1.08% New 83,188 $21.9M
GW Henssler & Associates Ltd. 1.24% Reduce -1.5% 71,752 $21.7M
Macquarie Group Ltd. 0.03% Add +12.4% 91,199 $21.4M
State of Tennessee, Department of Treasury 0.08% Reduce -6.3% 81,065 $21.4M
Jones Financial Companies LLLP 0.02% Add +45.4% 80,565 $21.2M
Martingale Asset Management L P 0.51% Reduce -3.6% 79,684 $21.0M
U S Global Investors Inc. 2.08% Add +18.6% 79,450 $20.9M
Worldquant Millennium Advisors LLC 0.13% Reduce -20.7% 78,225 $20.6M
Professional Advisory Services Inc. 2.60% Add +5.7% 78,209 $20.6M
Resona Asset Management Co.,Ltd. 0.12% Reduce -3.3% 77,943 $20.6M
CIBC Private Wealth Group LLC 0.04% Reduce -0.8% 77,245 $20.2M
Baird Financial Group, Inc. 0.04% Reduce -14.1% 76,282 $20.1M
Comerica Bank 0.08% Reduce -6.8% 75,040 $19.8M
Trexquant Investment LP 0.23% New 75,038 $19.8M
D.A. Davidson & Co. 0.16% Add +2.9% 74,961 $19.8M
Bank of Nova Scotia 0.03% Add +124.6% 74,387 $19.6M
STRS Ohio 0.08% Add +0.3% 73,818 $19.5M
Thomasville National Bank 1.37% Add +3.2% 72,386 $19.1M
MML Investors Services, LLC 0.07% Add +14.7% 72,216 $19.0M
CANADA LIFE ASSURANCE Co 0.03% Reduce -3.6% 71,031 $18.7M
Pinnacle Financial Partners Inc 0.37% Add +0.6% 62,313 $18.5M
State of Michigan Retirement System 0.10% Reduce -0.3% 70,012 $18.4M
Lido Advisors, LLC 0.12% Reduce -20.6% 69,641 $18.3M
Roffman Miller Associates Inc. 1.12% Add +10.1% 68,910 $18.2M
Assetmark, Inc. 0.05% Add +20.4% 68,777 $18.1M
MetLife Investment Management, LLC 0.10% Add +1.9% 68,566 $18.1M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Add +121.7% 67,571 $17.8M
Arizona State Retirement System 0.11% Add +0.3% 67,091 $17.7M
Cwm, LLC 0.07% Reduce -3.0% 67,068 $17.7M
Quantbot Technologies LP 0.64% Add +990.0% 66,557 $17.5M
Cerity Partners LLC 0.04% Reduce -14.5% 59,470 $17.0M
Commerce Bank 0.10% Add +5.3% 63,178 $16.6M
Arvest Bank Trust Division 0.98% Reduce -9.9% 61,612 $16.2M
Holowesko Partners Ltd. 7.23% Add +37.7% 59,920 $15.8M
NorthCrest Asset Manangement, LLC 0.47% Reduce -0.3% 59,905 $15.8M
Azimuth Capital Investment Management LLC 0.61% Reduce -45.8% 59,359 $15.6M
Corebridge Financial, Inc. 0.08% Reduce -4.5% 59,310 $15.6M
O'shaughnessy Asset Management, LLC 0.13% Add +1.2% 58,787 $15.5M
CIBC Asset Management Inc 0.05% Add +3.1% 58,289 $15.3M
Moran Wealth Management, LLC 0.49% Add +0.0% 57,771 $15.2M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -3.3% 57,482 $15.1M
Dearborn Partners LLC 0.63% Add +0.5% 57,359 $15.1M
Paradiem, LLC 4.04% Add +55.3% 57,077 $15.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -1.5% 57,056 $15.0M
Edgemoor Investment Advisors, Inc. 1.33% Add +0.8% 56,964 $15.0M
Nixon Peabody Trust Co. 1.22% Add +0.6% 56,097 $14.8M
Torray Investment Partners LLC 2.12% No change 56,037 $14.8M
Czech National Bank 0.14% Add +6.6% 55,982 $14.8M
Retirement Systems of Alabama 0.05% Reduce -0.9% 55,872 $14.7M
Oakworth Capital, Inc. 1.01% Add +1.7% 55,657 $14.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -2.3% 54,871 $14.5M
Bokf, NA 0.24% Reduce -1.8% 54,081 $14.0M
Yousif Capital Management, LLC 0.15% Reduce -2.3% 53,116 $14.0M
Sanctuary Advisors, LLC 0.09% Reduce -43.5% 54,094 $13.9M
M&T Bank Corp 0.05% Reduce -1.9% 52,320 $13.8M
Amalgamated Bank 0.11% Reduce -6.5% 51,650 $13.6M
Brandes Investment Partners, LP 0.15% Add +0.5% 51,635 $13.6M
Kestra Private Wealth Services, LLC 0.23% Add +7.3% 51,153 $13.5M
United Bank 1.61% Add +2.0% 51,117 $13.5M
Main Street Research LLC 0.84% Reduce -49.1% 50,958 $13.4M
Edge Wealth Management LLC 2.70% Reduce -2.4% 50,593 $13.3M
Citadel Advisors 0.01% Reduce -30.8% 49,769 $13.1M
Pictet Asset Management Holding SA 0.01% Reduce -2.5% 48,990 $12.9M
Rothschild Investment LLC 0.84% Reduce -4.0% 48,568 $12.8M
Brown Advisory Inc. 0.02% Reduce -0.3% 48,105 $12.7M
Rafferty Asset Management, LLC 0.04% Add +19.6% 47,632 $12.6M
Busey Bank 0.41% Reduce -30.6% 47,532 $12.5M
Kestra Advisory Services, LLC 0.07% Reduce -44.9% 47,042 $12.4M
Running Oak Capital LLC 1.60% Add +12.7% 46,604 $12.3M
Quantinno Capital Management LP 0.12% Add +28.8% 46,324 $12.2M
Creative Planning 0.01% Reduce -1.9% 46,043 $12.1M
Utah Retirement Systems 0.13% Add +0.4% 45,319 $11.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +14.9% 44,724 $11.8M
Cibc World Market Inc. 0.03% Reduce -16.0% 44,255 $11.7M
Robeco Institutional Asset Management B.V. 0.02% Reduce -3.1% 44,080 $11.6M
Calamos Advisors LLC 0.08% Reduce -19.3% 43,825 $11.5M
South Dakota Investment Council 0.23% Reduce -1.4% 43,703 $11.5M
Benjamin Edwards Inc. 0.16% Add +1.4% 43,596 $11.5M
Weybosset Research & Management LLC 3.90% Reduce -0.7% 43,485 $11.5M
Palisade Asset Management, LLC 1.16% Reduce -1.1% 43,467 $11.5M
Synovus Financial Corp. 0.15% Reduce -42.8% 43,428 $11.4M
Clough Capital Partners L P 1.30% Reduce -35.2% 42,996 $11.3M
Willis Investment Counsel 0.74% No change 42,600 $11.2M
Pinnacle Associates Ltd. 0.15% Add +2.3% 42,585 $11.2M
Fulton Breakefield Broenniman LLC 0.79% Reduce -0.1% 42,199 $11.1M
Teachers Retirement System of the State of Kentucky 0.10% Reduce -24.9% 41,539 $10.9M
Steward Partners Investment Advisory, LLC 0.10% Reduce -11.8% 41,107 $10.8M
Hudson Bay Capital Management LP 0.08% New 41,031 $10.8M
Man Group plc 0.03% Reduce -60.6% 41,014 $10.8M
PEAK6 LLC 0.42% — 40,692 $10.7M
Police & Firemen's Retirement System of New Jersey 0.10% — 39,797 $10.5M
Cibc World Markets Corp. 0.06% Add +18.1% 39,624 $10.4M
Twin Tree Management, LP 0.25% Add +99.8% 39,520 $10.4M
Van Eck Associates Corp. 0.01% Add +1.1% 39,138 $10.3M
Richard C. Young & CO., LTD. 1.12% Add +0.4% 38,928 $10.3M
Narwhal Capital Management 0.91% Add +3.7% 38,906 $10.3M
Townsquare Capital LLC 0.12% Reduce -2.7% 38,804 $10.2M
Miramar Capital, LLC 2.43% Add +6.6% 38,745 $10.2M
Hendershot Investments Inc. 1.38% Add +10.3% 38,556 $10.2M
Atria Investments, Inc 0.12% Reduce -7.5% 37,618 $9.9M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -15.7% 37,558 $9.9M
Mercer Global Advisors Inc. 0.02% Reduce -3.6% 37,543 $9.9M
NorthCoast Asset Management LLC 0.05% Add +0.9% 37,337 $9.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% — 37,127 $9.8M
Captrust Financial Advisors 0.03% Reduce -3.4% 36,717 $9.7M
Oppenheimer & Co. Inc. 0.14% Reduce -1.1% 36,684 $9.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.7% 36,476 $9.6M
Thomas Story & Son LLC 4.02% Reduce -0.7% 36,461 $9.6M
Cresset Asset Management, LLC 0.05% Reduce -30.0% 36,395 $9.6M
Ensign Peak Advisors, Inc 0.02% Reduce -4.8% 36,251 $9.6M
Cadence Bank 0.64% Reduce -0.3% 35,965 $9.5M
Crossmark Global Holdings, Inc. 0.17% Reduce -5.2% 35,735 $9.4M
Caption Management, LLC 0.39% New 35,680 $9.4M
State of Alaska, Department of Revenue 0.10% Reduce -4.8% 35,481 $9.3M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +96.5% 34,648 $9.2M
Mattern Capital Management, LLC 1.20% Reduce -1.1% 34,976 $9.2M
One Capital Management, LLC 0.30% Add +0.1% 34,869 $9.2M
New York Life Investment Management LLC 0.09% Add +1.2% 34,548 $9.1M
Vaughan David Investments LLC 0.21% Reduce -0.9% 34,375 $9.1M
Quantitative Investment Management, LLC 0.67% New 34,150 $9.0M
Allen Investment Management, LLC 0.10% No change 33,954 $8.9M
Haverford Trust Co 0.09% Reduce -0.9% 33,838 $8.9M
Schonfeld Strategic Advisors LLC 0.06% Add +306.7% 33,826 $8.9M
DRH Investments, Inc. 10.02% Reduce -32.8% 33,058 $8.7M
NewEdge Advisors, LLC 0.05% Reduce -10.8% 32,980 $8.7M
ING Groep NV 0.06% Reduce -4.4% 32,959 $8.7M
DAVENPORT & Co LLC 0.05% Add +0.1% 32,883 $8.7M
U.S. Capital Wealth Advisors, LLC 0.27% Reduce -13.8% 32,830 $8.7M
HB Wealth Management, LLC 0.09% Add +3.0% 32,643 $8.6M
Xponance LLC 0.08% Reduce -3.2% 32,294 $8.5M
Daiwa Securities Group Inc. 0.04% Add +8.3% 32,020 $8.4M
Weatherly Asset Management L. P. 0.74% Add +4.6% 31,670 $8.3M
Amica Mutual Insurance Co. 0.85% No change 31,620 $8.3M
Glenmede Trust Co. NA 0.04% Add +0.6% 31,222 $8.2M
Orion Porfolio Solutions, LLC 0.08% Reduce -1.6% 31,212 $8.2M
Orion Portfolio Solutions, LLC 0.08% Reduce -1.6% 31,212 $8.2M
Advisors Asset Management, Inc. 0.15% Add +4.1% 30,895 $8.1M
Mutual of America Capital Management LLC 0.09% Reduce -2.6% 30,870 $8.1M
ProVise Management Group, LLC 0.70% Add +0.8% 30,865 $8.1M
Howe & Rusling Inc. 0.70% Reduce -24.1% 30,735 $8.1M
Sequoia Financial Advisors, LLC 0.08% Reduce -4.0% 30,357 $8.0M
Aberdeen Group plc 0.01% Reduce -6.4% 30,381 $8.0M
Bogart Wealth, LLC 0.37% Add +48.9% 29,705 $7.8M
Pathstone Holdings, LLC 0.03% Reduce -4.9% 29,627 $7.8M
Trajan Wealth LLC 0.43% Add +8.0% 29,291 $7.7M
Nissay Asset Management Corp. /Japan 0.05% Reduce -1.8% 28,802 $7.7M
Verition Fund Management LLC 0.04% Add +87.3% 29,075 $7.7M
CW Advisors, LLC 0.10% Add +148.6% 28,872 $7.6M
Guggenheim Capital LLC 0.06% Reduce -31.7% 28,645 $7.5M
Palisade Capital Management, LP 0.23% Reduce -24.5% 28,551 $7.5M
Olstein Capital Management, L.P. 1.32% Add +90.0% 28,500 $7.5M
Apella Capital, LLC 0.29% Reduce -1.9% 28,303 $7.5M
Pacer Advisors, Inc. 0.02% Reduce -14.7% 27,883 $7.3M
Fiduciary Trust Co 0.10% Reduce -0.6% 27,571 $7.3M
Principle Wealth Partners LLC 0.51% Reduce -0.8% 27,431 $7.2M
Eliot Finkel Investment Counsel, LLC 4.60% Reduce -1.1% 27,422 $7.2M
Allworth Financial LP 0.04% Add +4.3% 26,755 $7.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +7.1% 27,143 $7.2M
Kesler, Norman & Wride, LLC 1.54% Add +10.9% 27,034 $7.1M
Atria Wealth Solutions, Inc. 0.08% Add +7.1% 27,032 $7.1M
Tompkins Financial Corp. 0.66% Add +3.4% 26,955 $7.1M
Ieq Capital, LLC 0.07% Reduce -7.4% 26,921 $7.1M
Marks Group Wealth Management, Inc 0.70% Reduce -1.8% 26,784 $7.1M
Hunter Perkins Capital Management, LLC 1.45% Add +106.5% 26,012 $6.9M
Founders Capital Management, LLC 1.20% Reduce -2.7% 25,839 $6.8M
Stonebridge Capital Management Inc. 2.77% Reduce -0.8% 25,648 $6.8M
Matrix Asset Advisors Inc. 0.74% Add +0.5% 25,571 $6.7M
Morgan Dempsey Capital Management LLC 2.71% Reduce -8.8% 25,531 $6.7M
Wealthfront Advisers LLC 0.02% Reduce -2.5% 25,444 $6.7M
Fishman Jay A Ltd. 0.63% Add +0.8% 25,429 $6.7M
Citizens Financial Group Inc. 0.13% Add +6.9% 25,394 $6.7M
Capital City Trust Co. 1.67% Add +0.5% 25,336 $6.7M
Entropy Technologies, LP 0.68% Add +772.7% 25,212 $6.6M
Intrust Bank NA 0.67% Reduce -0.1% 25,206 $6.6M
CENTRAL TRUST Co 0.16% Reduce -6.7% 25,194 $6.6M
Janus Henderson Group PLC 0.00% Reduce -96.6% 25,181 $6.6M
Renaissance Investment Group LLC 1.40% Reduce -1.5% 25,099 $6.6M
Sheaff Brock Investment Advisors, LLC 0.57% Reduce -0.4% 24,771 $6.5M
Mizuho Securities USA LLC 0.12% Add +46.3% 24,458 $6.4M
Studio Investment Management LLC 1.37% Reduce -0.0% 24,408 $6.4M
Perennial Advisors, LLC 1.40% — 24,349 $6.4M
Independent Advisor Alliance 0.08% Add +4.1% 24,328 $6.4M
Jane Street Group, LLC 0.01% Add +753.3% 24,105 $6.4M
Advisory Services Network, LLC 0.12% Reduce -5.6% 23,953 $6.3M
Martin Investment Management, LLC 1.70% Reduce -14.3% 23,520 $6.2M
Strategy Asset Managers LLC 1.19% Add +0.3% 23,282 $6.1M
Vanguard Personalized Indexing Management, LLC 0.09% Reduce -0.9% 22,962 $6.1M
Greatmark Investment Partners, Inc. 0.82% Add +4.9% 22,832 $6.0M
Toth Financial Advisory Corp. 0.70% Add +1.3% 22,658 $6.0M
Vontobel Holding Ltd. 0.02% Reduce -5.7% 22,488 $5.9M
Private Advisor Group, LLC 0.03% Add +23.6% 22,462 $5.9M
Schroder Investment Management Group 0.01% Add +6.3% 22,335 $5.9M
First National Trust Co 0.22% Add +140.6% 22,235 $5.9M
GHP Investment Advisors, Inc. 0.27% Add +2.6% 22,227 $5.9M
Oregon Public Employees Retirement Fund 0.11% Add +0.5% 22,135 $5.8M
Allianz Asset Management GmbH 0.01% Add +60.3% 22,050 $5.8M
King Luther Capital Management Corp. 0.03% Reduce -4.5% 21,894 $5.8M
Community Bank & Trust, Waco, Texas 1.31% Add +1.0% 21,760 $5.7M
Canal Capital Management, LLC 0.92% Add +0.7% 21,598 $5.7M
WoodTrust Financial Corp 0.79% Add +0.1% 21,413 $5.6M
Bfsg, LLC 0.66% Reduce -1.3% 21,329 $5.6M
Cornerstone Advisors, LLC 0.22% Add +3.4% 21,300 $5.6M
WESPAC Advisors SoCal, LLC 1.26% Add +10.9% 21,196 $5.6M
Tradewinds, LLC. 1.55% Add +8.1% 21,711 $5.6M
Glassy Mountain Advisors, Inc. 1.89% Add +2.0% 20,919 $5.5M
Harel Insurance Investments & Financial Services Ltd. 0.09% Add +65.6% 20,770 $5.5M
Apollon Wealth Management, LLC 0.13% Reduce -3.4% 20,656 $5.4M
Strategic Wealth Investment Group, LLC 0.30% Reduce -7.0% 20,521 $5.4M
FFG Partners, LLC 1.88% Add +2.4% 20,348 $5.4M
Arkadios Wealth Advisors 0.29% Add +13.0% 20,199 $5.3M
Orion Investment Co 2.12% Add +1.0% 20,198 $5.3M
Hantz Financial Services, Inc. 0.09% Reduce -3.4% 20,031 $5.3M
United Capital Management of KS, Inc. 0.96% Add +3.0% 20,026 $5.3M
Riverview Capital Advisers, LLC 1.59% New 20,010 $5.3M
Canal Insurance CO 1.37% No change 20,000 $5.3M
Eisler Capital Management Ltd. 0.17% — 20,145 $5.3M
Richard Bernstein Advisors LLC 0.12% No change 19,940 $5.3M
KCM Investment Advisors LLC 0.18% Add +0.1% 19,936 $5.3M
Voleon Capital Management LP 0.39% — 19,808 $5.2M
Mediolanum International Funds Ltd 0.07% Reduce -15.5% 19,542 $5.1M
Barometer Capital Management Inc. 2.04% Reduce -26.7% 17,686 $5.1M
Sit Investment Associates Inc. 0.12% Reduce -61.3% 19,372 $5.1M
QRG Capital Management, Inc. 0.05% Reduce -0.9% 19,298 $5.1M
Heirloom Wealth Management 1.52% Add +7.7% 19,290 $5.1M
Rodgers Brothers Inc. 0.66% Add +125.7% 19,116 $5.0M
OneDigital Investment Advisors LLC 0.06% Reduce -1.2% 18,975 $5.0M
Aigen Investment Management, LP 0.87% New 18,744 $4.9M
IFM Investors Pty Ltd 0.05% Reduce -21.8% 18,664 $4.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.58% No change 18,600 $4.9M
Prudential PLC 0.02% No change 18,576 $4.9M
Brookstone Capital Management 0.07% Reduce -20.4% 18,410 $4.9M
Avantax Advisory Services, Inc. 0.03% Add +0.0% 18,381 $4.8M
Hilton Capital Management, LLC 0.42% Reduce -12.1% 18,231 $4.8M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -3.9% 18,220 $4.8M
UniSuper Management Pty Ltd 0.03% Add +36.5% 18,138 $4.8M
Advisory Resource Group 1.00% New 17,924 $4.7M
Foster & Motley Inc. 0.31% Reduce -7.5% 17,806 $4.7M
Stratos Investment Management, LLC 0.28% Add +93.2% 17,732 $4.7M
Kentucky Retirement Systems 0.14% Reduce -1.4% 17,721 $4.7M
Prospector Partners LLC 0.53% Add +0.4% 17,704 $4.7M
Huntington National Bank 0.04% Reduce -4.9% 17,586 $4.6M
Alkeme Wealth, LLC 2.11% Add +1.7% 17,506 $4.6M
Woodley Farra Manion Portfolio Management Inc. 0.23% Add +1.9% 17,419 $4.6M
NBT Bank, N.A. 0.32% Add +0.3% 17,392 $4.6M
Panagora Asset Management Inc. 0.02% Add +22.7% 17,182 $4.5M
Cary Street Partners Financial LLC 0.15% — 17,177 $4.5M
Equitable Holdings, Inc. 0.04% Add +3.0% 17,171 $4.5M
Benson Investment Management Company, Inc. 1.87% Add +3.1% 17,085 $4.5M
Waverly Advisors, LLC 0.07% Add +296.4% 16,987 $4.5M
Unison Advisors LLC 0.53% Add +0.5% 16,927 $4.5M
KMG Fiduciary Partners, LLC 0.37% Add +5.8% 16,880 $4.4M
Wedbush Securities Inc. 0.16% Add +0.9% 16,615 $4.4M
Stephens Inc. 0.06% Add +3.8% 16,594 $4.4M
Fairvoy Private Wealth, LLC 1.16% — 16,506 $4.3M
Keybank National Association 0.02% Reduce -2.9% 16,496 $4.3M
Rockline Wealth Management, LLC 1.16% Add +4.8% 16,473 $4.3M
Altrius Capital Management Inc 1.16% Add +1.3% 16,350 $4.3M
Argent Trust Co 0.17% Add +0.8% 16,285 $4.3M
Great Lakes Advisors, LLC 0.04% Reduce -22.2% 16,256 $4.3M
Leelyn Smith, LLC 0.76% Add +0.6% 16,227 $4.3M
WCM Investment Management, LLC 0.01% Add +153.3% 16,188 $4.3M
Natixis 0.03% Reduce -51.2% 16,081 $4.2M
Kensington Investment Counsel, LLC 1.76% Add +9.6% 16,050 $4.2M
Engineers Gate Manager LP 0.07% Add +41.8% 15,990 $4.2M
Hartford Investment Management Co. 0.14% Reduce -1.9% 15,937 $4.2M
Northcape Wealth Management, LLC 1.34% Reduce -0.0% 15,737 $4.1M
Watchman Group, Inc. 1.09% Reduce -1.5% 15,708 $4.1M
Stonebridge Financial Group, LLC 0.45% — 15,632 $4.1M
Great Valley Advisor Group, Inc. 0.09% Add +14.4% 15,578 $4.1M
Bontempo Ohly Capital Mgmt LLC 1.99% Reduce -0.6% 15,543 $4.1M
Concurrent Investment Advisors, LLC 0.11% Add +2.0% 15,479 $4.1M
Soltis Investment Advisors LLC 0.38% Add +0.3% 15,413 $4.1M
Essex Financial Services, Inc. 0.29% Reduce -4.2% 15,410 $4.1M
Dana Investment Advisors, Inc. 0.13% Reduce -3.8% 15,357 $4.0M
American Century Companies Inc. 0.00% Add +9.5% 15,316 $4.0M
Arlington Partners LLC 1.56% Add +7.6% 15,256 $4.0M
Ameritas Investment Partners, Inc. 0.13% Reduce -1.8% 15,189 $4.0M
Webster Bank, N. A. 0.43% Reduce -2.3% 15,006 $4.0M
Trust Co. of Toledo NA 0.52% Add +12.6% 14,951 $3.9M
Burney Co./ 0.14% Reduce -1.5% 14,944 $3.9M
Manhattan West Asset Management, LLC 1.06% Add +0.5% 14,928 $3.9M
Global Wealth Management Investment Advisory, Inc. 0.81% Add +6.2% 14,818 $3.9M
Maryland State Retirement & Pension System 0.08% Reduce -5.6% 14,733 $3.9M
MAI Capital Management 0.03% Add +65.6% 14,721 $3.9M
World Investment Advisors 0.11% Add +13.4% 14,602 $3.8M
Bessemer Group Inc. 0.01% Reduce -1.8% 14,599 $3.8M
EP Wealth Advisors, LLC 0.03% Reduce -20.5% 14,517 $3.8M
Somerset Trust Co 1.44% Add +2.5% 14,502 $3.8M
Murphy Pohlad Asset Management LLC 1.64% No change 14,430 $3.8M
Tower Research Capital LLC (TRC) 0.08% Add +119.2% 14,381 $3.8M
Teza Capital Management LLC 0.57% New 14,314 $3.8M
Capital Analysts, LLC 0.15% Add +3.0% 14,201 $3.7M
Neo Ivy Capital Management 0.75% New 14,142 $3.7M
USS Investment Management Ltd 0.03% No change 14,100 $3.7M
Swiss Life Asset Management Ltd 0.03% Reduce -64.7% 14,098 $3.7M
Hendley & Co. Inc. 1.30% Add +8.0% 14,051 $3.7M
Sky Investment Group LLC 0.69% Add +9.6% 13,990 $3.7M
SG Americas Securities, LLC 0.02% Reduce -27.1% 13,940 $3.7M
Farther Finance Advisors, LLC 0.13% Add +14.9% 13,921 $3.7M
Louisiana State Employees Retirement System 0.07% Reduce -4.1% 13,900 $3.7M
NovaPoint Capital, LLC 1.11% Add +3.7% 13,832 $3.6M
Securian Asset Management, Inc. 0.11% Reduce -3.1% 13,815 $3.6M
Equitable Trust Co. 0.20% Reduce -17.9% 13,796 $3.6M
Scotia Capital Inc. 0.02% Reduce -6.0% 13,747 $3.6M
Parr McKnight Wealth Management Group, LLC 0.52% — 13,736 $3.6M
CI Investments Inc. 0.01% Reduce -17.4% 13,653 $3.6M
Mission Wealth Management, LP 0.09% Add +2.1% 13,576 $3.6M
Brady Family Wealth, LLC 1.08% Reduce -1.3% 13,353 $3.5M
Parallax Volatility Advisers, L.P. 0.09% Reduce -30.1% 13,309 $3.5M
Valley Wealth Managers, Inc. 0.26% Reduce -9.0% 13,306 $3.5M
Linscomb Wealth, Inc. 0.17% Add +1.8% 13,281 $3.5M
American National Bank & Trust 0.39% Add +7104.4% 13,256 $3.5M
Strategic Blueprint, LLC 0.21% Reduce -1.1% 13,242 $3.5M
Sound View Wealth Advisors Group, LLC 0.28% Add +2.5% 13,224 $3.5M
1832 Asset Management L.P. 0.01% Reduce -21.9% 13,212 $3.5M
Bath Savings Trust Co 0.35% Reduce -4.3% 13,032 $3.4M
Morningstar Investment Services LLC 0.31% Reduce -89.6% 12,987 $3.4M
Essex LLC 0.72% Reduce -3.4% 12,929 $3.4M
Logan Capital Management Inc. 0.14% Reduce -27.4% 12,613 $3.3M
Canandaigua National Bank & Trust Co. 0.33% Reduce -0.7% 12,572 $3.3M
Hilltop Holdings Inc. 0.21% Reduce -25.0% 12,516 $3.3M
Beaumont Financial Advisors, LLC 0.25% Reduce -3.6% 12,398 $3.3M
Delta Capital Management LLC 1.89% Reduce -0.2% 12,390 $3.3M
Kingswood Wealth Advisors, LLC 0.24% Reduce -0.6% 12,358 $3.3M
Van Hulzen Asset Management, LLC 0.24% Reduce -0.4% 12,357 $3.3M
Park National Corp. 0.12% Reduce -7.9% 12,298 $3.2M
MainStreet Investment Advisors LLC 0.45% Reduce -1.8% 12,292 $3.2M
Keene & Associates, Inc. 2.60% Add +4.3% 12,281 $3.2M
MassMutual Private Wealth & Trust, FSB 0.09% Reduce -16.6% 12,116 $3.2M
LS Investment Advisors, LLC 0.47% Add +6.8% 12,059 $3.2M
Prospera Financial Services Inc 0.07% Reduce -2.9% 12,033 $3.2M
Bard Financial Services, Inc. 0.38% No change 12,045 $3.2M
Kinloch Capital, LLC 1.59% Add +3.2% 12,033 $3.2M
Nomura Holdings Inc. 0.02% Add +163.2% 12,019 $3.2M
Prime Capital Investment Advisors, LLC 0.05% Reduce -0.6% 11,998 $3.2M
Illinois Municipal Retirement Fund 0.04% No change 11,984 $3.2M
Essential Planning, LLC. 0.02% New 10,855 $3.1M
Navellier & Associates Inc. 0.37% Add +5.0% 11,855 $3.1M
Axecap Investments, LLC 2.35% Add +9.5% 11,853 $3.1M
Aptus Capital Advisors, LLC 0.04% Add +141.6% 11,825 $3.1M
Norinchukin Bank, The 0.07% Add +9.8% 11,714 $3.1M
Lowe Brockenbrough & Co. Inc. 0.20% Reduce -1.7% 11,643 $3.1M
PFG Advisors 0.19% Add +0.8% 11,565 $3.0M
Schulhoff & Co. Inc. 1.11% Add +0.6% 11,538 $3.0M
Herbst Group, LLC 1.89% Reduce -2.5% 11,508 $3.0M
Numerai GP LLC 0.83% New 11,494 $3.0M
Algert Global LLC 0.07% Reduce -17.1% 11,374 $3.0M
Nations Financial Group Inc, /Ia/ 0.22% Add +2.5% 11,361 $3.0M
Grassi Investment Management 0.25% No change 11,325 $3.0M
Glenview Trust Co 0.06% Add +9.7% 11,228 $3.0M
Y-Intercept (Hong Kong) Ltd 0.20% New 11,147 $2.9M
NEOS Investment Management LLC 0.07% Add +28.7% 11,139 $2.9M
X-Square Capital, LLC 1.20% Add +0.2% 11,114 $2.9M
New Mexico Educational Retirement Board 0.10% No change 11,114 $2.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.20% No change 11,038 $2.9M
Trilogy Capital Inc. 0.15% Add +3.0% 11,036 $2.9M
Agf Management Ltd. 0.01% Reduce -11.4% 10,957 $2.9M
Exchange Capital Management, Inc. 0.46% Reduce -0.5% 10,890 $2.9M
Whittier Trust Co. 0.04% Reduce -1.2% 10,856 $2.9M
CX Institutional 0.11% Add +4.6% 10,777 $2.8M
LVW Advisors, LLC 0.35% Reduce -4.2% 10,773 $2.8M
Ritholtz Wealth Management 0.08% Reduce -2.6% 10,736 $2.8M
Arvest Investments, Inc. 0.45% Reduce -31.6% 10,617 $2.8M
Ostrum Asset Management 0.24% Add +19.2% 10,594 $2.8M
Rossmore Private Capital 0.35% No change 10,587 $2.8M
Twin Capital Management Inc. 0.30% Add +2.5% 10,508 $2.8M
Money Concepts Capital Corp. 0.21% Add +19.8% 10,503 $2.8M
J.W. Cole Advisors, Inc. 0.11% Reduce -5.1% 10,417 $2.7M
Farmers National Bank 0.80% — 10,403 $2.7M
Modera Wealth Management, LLC 0.03% Add +3.4% 10,375 $2.7M
Park Avenue Securities LLC 0.03% Add +21.8% 10,372 $2.7M
Argonautica Private Wealth Management, Inc. 0.88% Reduce -0.6% 10,344 $2.7M
Stokes Family Office, LLC 0.29% Add +0.4% 10,279 $2.7M
G&S Capital LLC 1.12% Reduce -0.8% 10,263 $2.7M
RFG Advisory, LLC 0.08% Reduce -6.2% 10,247 $2.7M
Mystic Asset Management, Inc. 0.72% Add +39.2% 10,128 $2.7M
Segall Bryant & Hamill, LLC 0.04% No change 10,055 $2.6M
Condor Capital Management 0.23% Reduce -0.5% 10,006 $2.6M
Personal Cfo Solutions, LLC 0.51% Reduce -0.2% 9,864 $2.6M
Mutual Advisors, LLC 0.08% Add +6.3% 9,638 $2.6M
Fifth Third Wealth Advisors LLC 0.14% Add +14.7% 9,806 $2.6M
Capital Investment Advisors, LLC 0.05% Reduce -1.1% 9,766 $2.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.52% Add +61.5% 9,719 $2.6M
Mitchell & Pahl Private Wealth, LLC 1.19% Add +5.1% 9,709 $2.6M
OMERS ADMINISTRATION Corp 0.02% Add +20.5% 9,696 $2.6M
Empowered Funds, LLC 0.04% Add +15.3% 9,689 $2.6M
Investment Research & Advisory Group, Inc. 1.06% Add +0.5% 9,683 $2.6M
ARS Wealth Advisors Group, LLC 0.35% Reduce -0.9% 9,677 $2.5M
AustralianSuper Pty Ltd 0.01% Add +12.8% 9,636 $2.5M
Fonville Wealth Management LLC 0.84% No change 9,635 $2.5M
First Business Financial Services, Inc. 0.25% Add +53.3% 9,574 $2.5M
Tudor Investment Corporation 0.03% New 9,566 $2.5M
Integrated Wealth Concepts LLC 0.03% Add +0.9% 9,564 $2.5M
Carnegie Investment Counsel 0.07% Reduce -0.0% 9,555 $2.5M
Wealth Advisors of Tampa Bay, LLC 1.08% Add +14.7% 9,543 $2.5M
Kingsview Wealth Management, LLC 0.05% Add +2.1% 9,526 $2.5M
TCTC Holdings, LLC 0.09% Add +6.3% 9,518 $2.5M
Moloney Securities Asset Management, LLC 0.34% Add +8.3% 9,469 $2.5M
Independent Financial Group, LLC 0.08% Add +5.2% 9,465 $2.5M
Bragg Financial Advisors, Inc 0.10% Add +0.9% 9,437 $2.5M
Bank of Hawaii 0.14% Add +4.7% 9,435 $2.5M
Intech Investment Management LLC 0.02% Reduce -27.8% 9,394 $2.5M
Texas Yale Capital Corp. 0.10% Reduce -0.6% 9,295 $2.4M
Mattern Wealth Management LLC 0.54% Reduce -8.1% 9,291 $2.4M
Family Legacy, Inc. 0.80% Add +1.0% 9,085 $2.4M
Ascent Group, LLC 0.18% Add +16.2% 9,008 $2.4M
Diversify Wealth Management, LLC 0.18% Add +9.8% 9,114 $2.4M
Citadel Investment Advisory, Inc. 1.22% Add +1.0% 8,906 $2.3M
William Allan Corp 1.44% Add +1.8% 8,907 $2.3M
SevenBridge Financial Group, LLC 0.44% Reduce -4.9% 9,094 $2.3M
Alps Advisors Inc. 0.01% Reduce -0.3% 8,854 $2.3M
Independence Bank of Kentucky 0.36% Add +29.6% 8,832 $2.3M
Cannon Advisors, Inc. 1.97% Reduce -2.3% 8,798 $2.3M
Mizuho Markets Americas LLC 0.04% Reduce -56.9% 8,791 $2.3M
Qsemble Capital Management, LP 0.31% New 8,745 $2.3M
Merit Financial Group, LLC 0.04% Add +23.4% 8,653 $2.3M
Daymark Wealth Partners, LLC 0.10% Reduce -3.8% 8,628 $2.3M
UMB Bank, n.a. 0.04% Reduce -76.6% 8,588 $2.3M
Stratos Wealth Partners, LTD. 0.03% Reduce -2.3% 8,532 $2.2M
Mechanics Financial Corp 1.01% Reduce -0.5% 8,513 $2.2M
NJ State Employees Deferred Compensation Plan 0.27% No change 8,500 $2.2M
ICW Investment Advisors LLC 0.93% Add +0.5% 8,491 $2.2M
Globeflex Capital L P 0.19% No change 8,457 $2.2M
Hancock Whitney Corp. 0.07% Add +10.8% 8,456 $2.2M
Enterprise Bank & Trust Co 0.73% Reduce -0.1% 8,433 $2.2M
IHT Wealth Management, LLC 0.07% Reduce -4.2% 8,431 $2.2M
Jamison Private Wealth Management, Inc. 0.33% Add +7.5% 8,416 $2.2M
Leavell Investment Management, Inc. 0.11% Reduce -1.2% 8,379 $2.2M
Pinkerton Wealth, LLC 0.32% Add +0.9% 8,323 $2.2M
Metis Global Partners, LLC 0.07% Add +4.9% 8,321 $2.2M
Meiji Yasuda Asset Management Co Ltd. 0.08% Add +2.1% 8,314 $2.2M
High Note Wealth, LLC 0.57% Add +4.7% 8,293 $2.2M
Verdence Capital Advisors LLC 0.18% Reduce -1.9% 8,289 $2.2M
Shoker Investment Counsel, Inc. 0.74% Add +1.2% 8,282 $2.2M
Caprock Group, LLC 0.07% Reduce -1.9% 8,277 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.2% 8,194 $2.2M
Principal Securities, Inc. 0.05% Add +37.6% 8,166 $2.2M
Formidable Asset Management, LLC 0.35% Reduce -0.1% 8,157 $2.1M
Red Cedar Investment Management, LLC 0.27% No change 8,076 $2.1M
Exencial Wealth Advisors, LLC 0.08% Reduce -0.3% 8,065 $2.1M
Transcend Capital Advisors, LLC 0.15% Reduce -19.2% 8,016 $2.1M
Mark Sheptoff Financial Planning, LLC 1.12% Reduce -0.6% 7,941 $2.1M
Linden Thomas Advisory Services, LLC 0.26% Reduce -0.5% 7,931 $2.1M
TKG Advisors, LLC 0.96% Reduce -0.9% 7,842 $2.1M
1ST Source Bank 0.12% Reduce -1.2% 7,835 $2.1M
Mgo One Seven LLC 0.08% Add +6.8% 7,825 $2.1M
Citizens & Northern Corp. 0.56% Add +3.9% 7,825 $2.1M
Basepoint Wealth LLC 1.64% Reduce -1.4% 7,814 $2.1M
Empirical Finance, LLC 0.12% Reduce -0.9% 7,778 $2.0M
SWS Partners 0.62% Add +3.1% 7,727 $2.0M
Vectors Research Management, LLC 0.69% Reduce -4.8% 7,722 $2.0M
Fayez Sarofim & Co 0.00% Add +0.9% 7,721 $2.0M
Brooktree Capital Management 1.51% No change 7,712 $2.0M
Concourse Financial Group Securities, Inc. 0.11% Reduce -0.2% 7,513 $2.0M
Norden Group LLC 0.23% Reduce -0.9% 7,680 $2.0M
Lummis Asset Management, LP 2.56% Reduce -25.9% 7,680 $2.0M
CFS Investment Advisory Services, LLC 0.18% Add +0.3% 7,677 $2.0M
Procyon Advisors, LLC 0.13% Add +1.4% 7,677 $2.0M
Headlands Technologies LLC 0.20% Add +344.0% 7,659 $2.0M
Woodmont Investment Counsel LLC 0.15% Add +0.1% 7,652 $2.0M
Grey Ledge Advisors, LLC 0.52% Add +0.1% 7,630 $2.0M
Weaver C. Barksdale & Associates, Inc. 1.92% Reduce -2.4% 7,632 $2.0M
PYA Waltman Capital, LLC 0.65% Add +2.3% 7,624 $2.0M
Archford Capital Strategies, LLC 0.30% Add +2.3% 7,599 $2.0M
Insight Inv LLC 1.39% Reduce -3.8% 7,599 $2.0M
Jacobi Capital Management LLC 0.15% Add +1.6% 7,589 $2.0M
Peoples Bank 1.38% Reduce -0.3% 7,567 $2.0M
Philadelphia Trust Co. 0.15% No change 7,550 $2.0M
Silvercrest Asset Management Group LLC 0.01% Add +1.1% 7,547 $2.0M
ARS Investment Partners, LLC 0.18% Reduce -1.1% 7,502 $2.0M
Choreo, LLC 0.03% Reduce -8.8% 7,465 $2.0M
XML Financial, LLC 0.18% Reduce -9.7% 7,455 $2.0M
HBK Sorce Advisory LLC 0.06% Reduce -0.9% 7,423 $2.0M
RKL Wealth Management LLC 0.17% Add +1.4% 7,409 $2.0M
Citizens National Bank Trust Department 0.41% No change 7,384 $1.9M
Balyasny Asset Management L.P. 0.00% Reduce -61.9% 7,369 $1.9M
Capital & Planning, LLC 1.41% — 7,323 $1.9M
Coldstream Capital Management Inc. 0.04% Add +6.5% 7,315 $1.9M
First Eagle Investment Management, LLC 0.00% No change 7,297 $1.9M
Valmark Advisers, Inc. 0.03% Reduce -0.6% 7,229 $1.9M
Callahan Advisors, LLC 0.18% No change 7,197 $1.9M
McKinley Carter Wealth Services, Inc. 0.12% Reduce -0.0% 7,168 $1.9M
Ethic Inc. 0.04% Add +40.3% 7,088 $1.9M
Trust Co. of Vermont 0.09% Reduce -0.2% 7,086 $1.9M
Hills Bank & Trust Co 0.14% Add +3.2% 7,049 $1.9M
Columbus Macro, LLC 0.26% Add +54.6% 7,023 $1.9M
United Bank 0.78% Add +21.1% 6,992 $1.8M
Cassaday & Co Wealth Management LLC 0.05% Reduce -1.4% 6,979 $1.8M
Cim, LLC 0.26% Add +0.7% 6,952 $1.8M
Moors & Cabot, Inc. 0.09% Reduce -2.4% 6,937 $1.8M
Martin Capital Partners, LLC 2.17% Reduce -58.7% 6,931 $1.8M
Allstate Corp. 0.05% New 6,926 $1.8M
Beacon Financial Group 0.20% No change 6,912 $1.8M
Fiduciary Group, LLC 0.18% Add +0.5% 6,899 $1.8M
Bleakley Financial Group, LLC 0.05% Add +0.7% 6,858 $1.8M
IFP Advisors, Inc 0.06% Add +153.0% 6,857 $1.8M
Harvest Investment Advisors, LLC 1.24% Add +0.3% 6,835 $1.8M
AlphaQuest LLC 0.24% New 6,825 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -23.4% 6,813 $1.8M
Breakwater Capital Group 0.35% Reduce -4.9% 6,732 $1.8M
Griffin Asset Management, Inc. 0.21% Add +0.2% 6,722 $1.8M
First Horizon Advisors, Inc. 0.05% Add +0.7% 6,701 $1.8M
Axxcess Wealth Management, LLC 0.04% Reduce -29.3% 6,698 $1.8M
Bradley Foster & Sargent Inc. 0.03% Add +2.0% 6,651 $1.8M
Processus Wealth & Capital Management, LLC 1.39% Add +0.8% 6,627 $1.7M
Perigon Wealth Management, LLC 0.04% Add +90.4% 6,483 $1.7M
Altman Advisors, Inc. 0.74% Add +1.4% 6,586 $1.7M
Sculati Wealth Management, LLC 0.69% Reduce -1.3% 6,583 $1.7M
Embree Financial Group 0.30% Reduce -0.2% 6,582 $1.7M
Woodstock Corp. 0.17% Reduce -1.4% 6,546 $1.7M
Radnor Capital Management, LLC 0.29% Reduce -3.0% 6,543 $1.7M
Arrow Financial Corp 0.16% Add +0.9% 6,520 $1.7M
Courier Capital LLC 0.12% Reduce -14.6% 6,471 $1.7M
Simmons Bank 0.12% Reduce -3.2% 6,465 $1.7M
BCM Advisors, LLC 0.38% Reduce -0.1% 6,584 $1.7M
Nicholson Wealth Management Group, LLC 1.13% Reduce -3.0% 6,444 $1.7M
Portfolio Design Labs, LLC 0.35% Add +19.9% 6,443 $1.7M
Tiaa Trust, National Association 0.01% Reduce -19.9% 6,432 $1.7M
Clearstead Advisors, LLC 0.03% Reduce -11.7% 6,421 $1.7M
Ramirez Asset Management, Inc. 0.34% No change 6,377 $1.7M
Benedict Financial Advisors Inc. 0.41% Reduce -1.8% 6,372 $1.7M
Accretive Wealth Partners, LLC 0.71% Reduce -0.7% 6,334 $1.7M
Snowden Capital Advisors LLC 0.05% Reduce -6.0% 6,323 $1.7M
BKM Wealth Management, LLC 0.68% Reduce -3.6% 6,296 $1.7M
Valeo Financial Advisors, LLC 0.05% Reduce -1.1% 6,196 $1.6M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +79.7% 6,178 $1.6M
Cornerstone Wealth Management, LLC 0.11% Add +6.7% 6,163 $1.6M
Symphony Financial, Ltd. Co. 0.26% Add +1.2% 5,976 $1.6M
Level Four Advisory Services, LLC 0.07% Add +4.3% 6,153 $1.6M
SeaCrest Wealth Management, LLC 0.17% Reduce -2.9% 6,153 $1.6M
FSB Premier Wealth Management, Inc. 0.65% Add +11.8% 6,150 $1.6M
Secure Asset Management, LLC 0.24% Add +13.1% 6,116 $1.6M
Harvest Portfolios Group Inc. 0.05% Add +70.1% 6,110 $1.6M
Stillwater Wealth Management Group 1.44% — 6,107 $1.6M
Sigma Planning Corp 0.05% Reduce -14.8% 6,050 $1.6M
Beacon Pointe Advisors, LLC 0.02% Add +7.5% 6,039 $1.6M
Sienna Gestion 0.11% No change 6,036 $1.6M
Aviva PLC 0.00% Reduce -0.5% 6,020 $1.6M
Ally Financial Inc. 0.19% New 6,000 $1.6M
BTC Capital Management, Inc. 0.15% Add +39.6% 5,992 $1.6M
Pure Financial Advisors, LLC 0.04% Reduce -2.0% 5,986 $1.6M
Portside Wealth Group, LLC 0.26% Add +1.0% 5,966 $1.6M
Cape Ann Savings Bank 0.92% Reduce -1.8% 5,931 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.06% No change 5,922 $1.6M
Beaumont Asset Management, L.L.C. 0.90% Reduce -1.8% 5,917 $1.6M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -2.5% 5,912 $1.6M
Glass Wealth Management Co LLC 0.84% No change 5,890 $1.6M
Ascentis Independent Advisors 0.30% Reduce -19.2% 5,887 $1.6M
FineMark National Bank & Trust 0.05% Add +2.0% 5,887 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +94.2% 5,856 $1.5M
Franklin Street Advisors Inc. 0.10% No change 5,850 $1.5M
FCG Investment Co 0.94% Reduce -29.5% 5,833 $1.5M
Arete Wealth Advisors, LLC 0.11% Add +44.7% 5,828 $1.5M
Nicolet Bankshares Inc. 0.30% Add +2.9% 5,821 $1.5M
FWL Investment Management, LLC 0.56% Add +7.4% 5,810 $1.5M
Brown Miller Wealth Management, LLC 0.58% Add +2.7% 5,767 $1.5M
HighPoint Advisor Group LLC 0.08% Reduce -6.2% 5,872 $1.5M
Summit Financial, LLC 0.05% Add +59.8% 5,716 $1.5M
First Hawaiian Bank 0.05% Reduce -4.6% 5,698 $1.5M
Birch Financial Group, LLC 1.67% — 5,631 $1.5M
Schechter Investment Advisors, LLC 0.11% Reduce -14.9% 5,626 $1.5M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -3.3% 5,616 $1.5M
Werlinich Asset Management, LLC 0.85% Add +3.9% 5,580 $1.5M
Community Bank, N.A. 0.19% Add +1.8% 5,561 $1.5M
McDonald Partners LLC 0.37% Add +6.8% 5,542 $1.5M
Thoroughbred Financial Services, LLC 0.09% Reduce -5.3% 5,477 $1.4M
Essex Bank 0.36% Reduce -1.3% 5,450 $1.4M
Westover Capital Advisors, LLC 0.32% Add +1.9% 5,439 $1.4M
American State Bank (Iowa) 0.86% Add +1.2% 5,421 $1.4M
Bangor Savings Bank 0.13% Reduce -4.1% 5,411 $1.4M
Greenleaf Trust 0.01% No change 5,409 $1.4M
Autumn Glory Partners, LLC 0.70% No change 5,394 $1.4M
17 Capital Partners, LLC 0.90% Reduce -4.5% 5,393 $1.4M
Alaethes Wealth, LLC 0.51% Add +1.6% 5,388 $1.4M
Occudo Quantitative Strategies LP 0.25% New 5,362 $1.4M
Highview Capital Management LLC 0.54% Add +5.5% 5,346 $1.4M
Ellis Investment Partners, LLC 0.28% Add +2.6% 5,327 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Add +42.8% 5,326 $1.4M
Old National Bancorp 0.03% Reduce -5.9% 5,283 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Add +30.2% 5,282 $1.4M
Gold Investment Management Ltd. 0.58% No change 5,253 $1.4M
Cullen Investment Group, LTD. 0.20% Reduce -1.7% 5,235 $1.4M
Financial Partners Group, LLC 0.57% Add +42.3% 5,226 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -6.2% 5,219 $1.4M
Evercore Wealth Management, LLC 0.02% Reduce -1.4% 5,187 $1.4M
Freedom Investment Management, Inc. 0.11% Add +19.3% 5,183 $1.4M
Gabelli Funds LLC 0.01% Add +8.4% 5,170 $1.4M
Pathway Financial Advisers, LLC 0.45% Add +1.3% 5,115 $1.3M
AE Wealth Management LLC 0.01% Add +7.0% 5,101 $1.3M
Corps Capital Advisors, LLC 1.36% — 5,071 $1.3M
Nebula Research & Development LLC 0.16% New 5,045 $1.3M
Cohen Klingenstein LLC 0.05% No change 5,000 $1.3M
Burke & Herbert Bank & Trust Co. 0.31% No change 4,997 $1.3M
Proquility Private Wealth Partners, LLC 0.42% Add +0.3% 4,956 $1.3M
Signaturefd, LLC 0.02% Reduce -4.6% 4,926 $1.3M
Ranch Capital Advisors Inc. 0.61% Add +2.6% 4,913 $1.3M
Asset Dedication, LLC 0.10% Reduce -3.0% 4,880 $1.3M
Silvia McColl Wealth Management, LLC 0.96% No change 4,841 $1.3M
Beese Fulmer Investment Management, Inc. 0.11% Add +1.1% 4,841 $1.3M
Dakota Wealth Management 0.03% Reduce -7.5% 4,836 $1.3M
Dynasty Wealth Management, LLC 0.02% Reduce -7.6% 4,808 $1.3M
Hazlett, Burt & Watson, Inc. 0.56% Add +0.1% 4,793 $1.3M
Agp Franklin, LLC 0.77% — 4,786 $1.3M
Spire Wealth Management 0.04% Reduce -41.1% 4,783 $1.3M
HF Advisory Group, LLC 0.58% Reduce -45.3% 4,770 $1.3M
Blackhawk Capital Partners, LLC 0.65% Add +11.0% 4,755 $1.3M
Parallel Advisors, LLC 0.03% Reduce -4.8% 4,743 $1.2M
Creative Financial Designs Inc. 0.10% Reduce -3.3% 4,743 $1.2M
Kirtland Hills Capital Management, LLC 0.80% Add +4.4% 4,742 $1.2M
Sompo Asset Management Co., Ltd. 0.21% Reduce -24.0% 4,720 $1.2M
Gsa Capital Partners LLP 0.09% New 4,713 $1.2M
BigSur Wealth Management LLC 0.35% No change 4,700 $1.2M
Confluence Wealth Services, Inc. 0.08% Reduce -1.0% 4,599 $1.2M
Resources Management Corp. /CT/ 0.17% Reduce -13.8% 4,681 $1.2M
Sierra Summit Advisors LLC 0.25% Add +34.9% 4,672 $1.2M
Presidio Capital Management, LLC 0.66% Reduce -0.7% 4,667 $1.2M
Premier Path Wealth Partners, LLC 0.19% Reduce -2.1% 4,633 $1.2M
S.E.E.D. Planning Group LLC 0.41% Add +10.6% 4,626 $1.2M
Congress Asset Management Co. 0.01% New 4,624 $1.2M
Savant Capital, LLC 0.01% Reduce -44.5% 4,618 $1.2M
Coastline Trust Co 0.14% Reduce -0.1% 4,614 $1.2M
Cannell & Spears LLC 0.02% Add +0.2% 4,606 $1.2M
Voya Financial Advisors, Inc. 0.13% Add +5.1% 4,604 $1.2M
Peak Financial Advisors LLC 0.63% Reduce -54.1% 4,591 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -8.4% 4,545 $1.2M
Private Trust Co. NA 0.12% Reduce -3.0% 4,538 $1.2M
Good Life Advisors, LLC 0.09% Reduce -51.6% 4,532 $1.2M
Applied Capital LLC 0.94% Reduce -0.8% 4,523 $1.2M
Croban 1.16% — 4,503 $1.2M
Horizon Investments, LLC 0.03% Add +1.8% 4,512 $1.2M
Bigelow Investment Advisors, LLC 0.55% Reduce -4.1% 4,483 $1.2M
Meeder Advisory Services, Inc. 0.07% Add +1.1% 4,477 $1.2M
Stansberry Asset Management, LLC 0.16% Reduce -74.4% 4,476 $1.2M
Roberts Glore & Co. Inc. 0.35% Reduce -1.9% 4,474 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -0.8% 4,462 $1.2M
Guyasuta Investment Advisors Inc. 0.07% No change 4,461 $1.2M
Legacy Financial Advisors, Inc. 0.19% Reduce -8.4% 4,429 $1.2M
Canada Post Corp Registered Pension Plan 0.07% — 4,422 $1.2M
Capstone Investment Advisors, LLC 0.01% New 4,380 $1.2M
Fortem Financial Group, LLC 0.45% Reduce -1.9% 4,375 $1.2M
Bernard Wealth Management Corp. 0.54% — 4,371 $1.2M
Garner Asset Management Corp 0.52% Add +4.5% 4,361 $1.1M
GMO 0.00% Add +24.2% 4,360 $1.1M
Providence First Trust Co 0.43% New 4,359 $1.1M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -70.1% 4,353 $1.1M
Checchi Capital Advisers, LLC 0.09% Reduce -0.3% 4,353 $1.1M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +112.5% 4,351 $1.1M
Paragon Private Wealth Management, LLC 0.53% Add +12.9% 4,319 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.20% Add +55.2% 11,849 $1.1M
Indiana Trust & Investment Management Co 0.39% Reduce -15.8% 4,294 $1.1M
Vestcor Inc 0.04% Reduce -0.1% 4,283 $1.1M
SlateStone Wealth, LLC 0.11% Add +3.0% 4,272 $1.1M
Oregon Pacific Wealth Management, LLC 1.10% — 4,271 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -3.7% 4,265 $1.1M
Welch & Forbes LLC 0.01% Reduce -1.7% 4,260 $1.1M
Outfitters Financial LLC 0.89% Add +12.9% 4,200 $1.1M
Capital Advisory Group Advisory Services, LLC 0.40% Add +7.5% 4,191 $1.1M
Nicolet Advisory Services, LLC 0.10% Add +1.5% 4,238 $1.1M
Gladstone Institutional Advisory LLC 0.05% Add +2.9% 4,165 $1.1M
First American Bank 0.08% Add +7.8% 4,148 $1.1M
Aspiriant, LLC 0.04% Reduce -1.3% 4,132 $1.1M
Capital Advisors Inc. 0.02% Reduce -14.3% 4,103 $1.1M
Bank of Stockton 0.33% Reduce -7.3% 4,102 $1.1M
Meridian Wealth Management, LLC 0.05% Add +0.3% 4,073 $1.1M
LRI Investments, LLC 0.10% Reduce -0.4% 4,071 $1.1M
Sawgrass Asset Management LLC 0.12% Reduce -8.8% 4,064 $1.1M
Three Bridge Wealth Advisors, LLC 0.37% Reduce -0.6% 4,061 $1.1M
Shell Asset Management Co. 0.05% Add +149.9% 4,061 $1.1M
CoreCap Advisors, LLC 0.05% Reduce -3.0% 4,049 $1.1M
Gibbs Wealth Management 0.29% Add +23.9% 4,034 $1.1M
Castlekeep Investment Advisors LLC 0.74% Reduce -0.7% 4,027 $1.1M
Quadcap Wealth Management, LLC 0.16% Reduce -4.7% 4,016 $1.1M
South Plains Financial, Inc. 0.81% — 4,013 $1.1M
Callan Family Office, LLC 0.07% Add +83.4% 3,989 $1.1M
Avantax Planning Partners, Inc. 0.04% Add +3.3% 3,987 $1.1M
Norway Savings Bank 0.58% Add +4.6% 3,983 $1.0M
Evergreen Capital Management LLC 0.03% Add +0.0% 3,976 $1.0M
Legacy Capital Group California, Inc. 0.32% Add +2.6% 3,964 $1.0M
Anchor Investment Management, LLC 0.10% Reduce -21.3% 3,963 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.22% Reduce -18.0% 3,962 $1.0M
TLWM 0.21% New 3,956 $1.0M
PFW Advisors LLC 0.32% — 3,936 $1.0M
Uncommon Cents Investing LLC 0.31% Add +0.9% 3,924 $1.0M
Geneos Wealth Management Inc. 0.04% Add +4.3% 3,924 $1.0M
Brown, Lisle/Cummings, Inc. 0.31% Add +48.6% 3,910 $1.0M
Ironvine Capital Partners, LLC 0.11% No change 3,900 $1.0M
MUFG Securities EMEA plc 0.02% New 3,900 $1.0M
Farmers & Merchants Investments Inc. 0.03% No change 3,866 $1.0M
Cornerstone National Bank & Trust Co 0.47% Add +4.3% 3,858 $1.0M
Tevis Investment Management 0.75% Reduce -1.1% 3,849 $1.0M
Granite Group Advisors, LLC 0.65% Reduce -2.3% 3,844 $1.0M
Northwest Bank & Trust Co 0.75% Reduce -0.1% 3,563 $1.0M
Marotta Asset Management 0.21% Reduce -0.5% 3,863 $1.0M
Mufg Securities Americas Inc. 0.13% — 3,810 $1.0M
Pittenger & Anderson Inc. 0.04% Add +3.1% 3,810 $1.0M
Patriot Financial Group Insurance Agency, LLC 0.13% Add +10.9% 3,805 $1.0M
Berkeley Capital Partners, LLC 0.28% Add +2.0% 3,799 $1.0M
Virtus Advisers, LLC 0.41% New 3,790 $999K
Dudley Capital Management, LLC 0.51% Reduce -1.3% 3,789 $998K
Caldwell Trust Co 0.10% No change 3,782 $997K
Claro Advisors Inc. 0.13% Reduce -21.5% 3,769 $993K
TD Private Client Wealth LLC 0.03% Reduce -14.2% 3,769 $993K
Fullcircle Wealth LLC 0.40% Add +6.5% 4,019 $989K
Chemung Canal Trust Co. 0.21% Reduce -1.2% 3,741 $986K
Broadwater Capital Management LLC 0.75% No change 3,730 $983K
Nemes Rush Group LLC 0.12% New 3,723 $981K
Unique Wealth Strategies, LLC 0.43% Reduce -3.0% 3,718 $980K
Chesapeake Wealth Management 0.34% Reduce -2.5% 3,717 $979K
Empire Financial Management Company, LLC 0.31% Add +0.5% 3,715 $979K
Ceeto Capital Group, LLC 0.36% No change 3,700 $975K
Kathmere Capital Management, LLC 0.09% Add +4.4% 3,697 $974K
New Age Alpha Advisors, LLC 0.04% Add +6248.3% 3,682 $970K
AdvisorNet Financial, Inc 0.08% Reduce -1.6% 3,644 $960K
Semmax Financial Advisors Inc. 0.26% Add +13.7% 3,897 $959K
Avidian Wealth Enterprises, LLC 0.04% Add +1.8% 3,634 $958K
Forza Wealth Management, LLC 0.43% Add +2.7% 3,594 $947K
GAMMA Investing LLC 0.08% Reduce -6.4% 3,589 $946K
Pines Wealth Management, LLC 0.41% — 3,639 $944K
Bailard, Inc. 0.02% Add +0.1% 3,572 $941K
Vestmark Advisory Solutions, Inc. 0.03% Add +43.5% 3,571 $941K
Strategies Wealth Advisors, LLC 0.12% New 3,728 $940K
44 Wealth Management LLC 0.36% Add +0.5% 3,560 $938K
Fairhaven Wealth Management, LLC 0.29% Add +0.3% 3,553 $936K
Triangle Securities Wealth Management 0.24% Reduce -0.8% 3,538 $932K
Whitener Capital Management, Inc. 0.26% No change 3,530 $930K
CenterBook Partners LP 0.06% Add +136.0% 3,526 $929K
International Assets Investment Management, LLC 0.08% Reduce -62.8% 3,554 $928K
Auxano Advisors, LLC 0.23% Add +0.1% 3,517 $927K
Brandywine Oak Private Wealth LLC 0.09% Add +0.7% 3,517 $927K
Veracity Capital LLC 0.34% Add +0.6% 3,510 $925K
2UniFi Bank 0.61% — 3,478 $916K
St. Johns Investment Management Company, LLC 0.42% Add +0.5% 3,461 $912K
Country Club Bank 0.06% No change 3,450 $909K
Northern Financial Advisors Inc 0.72% Reduce -2.1% 3,444 $907K
Crestwood Advisors Group, LLC 0.02% Add +3.6% 3,435 $905K
Koshinski Asset Management, Inc. 0.08% Reduce -45.7% 3,424 $902K
Harbour Investments, Inc. 0.03% Add +5.0% 3,421 $901K
Nilsine Partners, LLC 0.10% Add +27.4% 3,419 $901K
Amica Retiree Medical Trust 0.85% Reduce -8.0% 3,417 $900K
Quotient Wealth Partners, LLC 0.03% Reduce -9.1% 3,409 $898K
Sanders Morris Harris LLC 0.13% No change 3,400 $897K
Berger Financial Group, Inc 0.06% Reduce -0.3% 3,399 $896K
Orca Wealth Management, LLC 0.80% — 3,394 $894K
Guided Capital Wealth Management, LLC 0.82% — 3,377 $890K
Total Clarity Wealth Management, Inc. 0.29% Add +0.0% 3,375 $889K
Fisher Asset Management 0.00% Add +23.2% 3,368 $888K
RMR Capital Management, LLC 0.66% No change 3,357 $885K
Regent Peak Wealth Advisors LLC 0.20% Reduce -61.4% 3,356 $884K
Accurate Wealth Management, LLC 0.17% Add +8.3% 3,393 $881K
Peddock Capital Advisors, LLC 0.21% No change 3,335 $879K
Parkside Financial Bank & Trust 0.12% Reduce -1.6% 3,332 $878K
Tritonpoint Wealth, LLC 0.08% Reduce -8.4% 3,331 $878K
Mengis Capital Management, Inc. 0.18% Reduce -1.5% 3,323 $876K
180 Wealth Advisors, LLC 0.14% Reduce -23.3% 3,308 $872K
Icon Wealth Advisors, LLC 0.07% Add +0.5% 3,292 $867K
Guidance Capital, Inc. 0.26% Add +14.4% 3,248 $865K
Salem Investment Counselors Inc. 0.03% No change 3,282 $865K
Johnson Investment Counsel Inc. 0.01% Reduce -27.2% 3,278 $864K
Beacon Bank & Trust 0.20% No change 3,276 $863K
Richwood Investment Advisors, LLC 0.72% Reduce -5.8% 3,273 $862K
Bright Futures Wealth Management, LLC. 0.78% Reduce -29.3% 3,428 $862K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -6.3% 3,258 $858K
Renasant Bank 0.56% Add +46.8% 3,258 $858K
Sierra Legacy Group 0.79% — 3,253 $857K
Brown Brothers Harriman & Co. 0.01% Add +13.3% 3,252 $857K
Argus Investors' Counsel, Inc. 0.57% No change 3,251 $857K
Tocqueville Asset Management L.P. 0.01% Add +0.1% 3,235 $852K
Murphy, Middleton, Hinkle & Parker, Inc. 0.48% Add +0.0% 3,216 $847K
Tilia Fiduciary Partners, Inc. 0.58% Add +6.0% 3,211 $846K
Alpha Omega Wealth Management LLC 0.16% No change 3,202 $844K
Apexium Financial, LP 0.05% Add +1.8% 3,200 $843K
1858 Wealth Management, LLC 0.66% Add +3.5% 3,186 $839K
Ballentine Partners, LLC 0.01% Reduce -5.2% 3,165 $834K
Cairn Investment Group, Inc. 0.49% Reduce -0.2% 3,161 $833K
Alliance Wealth Advisors, LLC 0.21% Add +0.9% 3,123 $823K
United Asset Strategies, Inc. 0.07% Add +3.0% 3,103 $818K
Wilmington Savings Fund Society, FSB 0.01% Reduce -16.2% 3,101 $817K
Arbor Wealth Advisors LLC 0.73% No change 3,095 $816K
Avior Wealth Management, LLC 0.03% Add +0.3% 3,081 $812K
Commons Capital, LLC 0.73% Add +2.8% 3,066 $808K
Loudon Investment Management, LLC 0.46% Reduce -6.1% 3,058 $806K
Ifrah Financial Services, Inc. 0.22% Reduce -2.5% 3,058 $806K
Caxton Associates LP 0.03% New 3,048 $803K
Meriwether Wealth & Planning, LLC 0.57% — 3,026 $797K
Elevate Capital Advisors, LLC 0.70% — 3,022 $796K
Holderness Investments Co. 0.17% Reduce -9.2% 3,001 $791K
J.P. Marvel Investment Advisors, LLC 0.13% No change 3,000 $790K
Financial Counselors Inc. 0.01% Reduce -47.4% 2,995 $789K
Lake Street Advisors Group, LLC 0.04% Reduce -2.1% 2,993 $789K
Adirondack Trust Co. 0.30% Reduce -0.3% 2,992 $788K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -13.0% 2,987 $787K
Avestar Capital, LLC 0.07% Add +18.7% 2,958 $779K
Sound Financial Strategies Group, LLC 0.65% Add +18.8% 2,949 $777K
AMG National Trust Bank 0.02% Add +8.0% 2,946 $776K
Stevens Capital Management LP 0.31% Add +191.7% 2,943 $775K
AXA S.A. 0.00% Reduce -0.4% 2,932 $773K
Virtu Financial LLC 0.04% Add +59.1% 2,929 $772K
Columbia Asset Management 0.15% Reduce -93.2% 2,928 $771K
Drucker Wealth 3.0, LLC 0.18% Reduce -8.4% 2,908 $766K
Mendel Money Management 0.34% Add +1.3% 2,906 $766K
Crestline Management, L.P. 0.03% New 2,899 $764K
Brighton Jones LLC 0.02% Add +16.9% 2,885 $760K
Dover Advisors, LLC 0.43% Reduce -11.7% 2,877 $758K
Fulton Bank, N.A. 0.03% Reduce -9.4% 2,875 $758K
Axq Capital, LP 0.34% Add +81.6% 2,857 $753K
one8zero8, LLC 0.16% — 2,850 $751K
Jain Global LLC 0.02% — 2,846 $750K
SBI Securities Co., Ltd. 0.02% — 2,823 $744K
Prostatis Group LLC 0.22% Reduce -2.3% 2,818 $743K
Hartford Funds Management Co LLC 0.07% Add +39.0% 2,802 $738K
Boston Financial Mangement LLC 0.02% No change 2,798 $737K
Centaurus Financial, Inc. 0.04% Reduce -11.4% 2,772 $730K
Capital Asset Advisory Services LLC 0.04% Add +2.6% 2,765 $728K
Leonteq Securities AG 0.07% Add +5.3% 2,756 $726K
Acropolis Investment Management, LLC 0.04% Reduce -0.5% 2,752 $725K
Modern Wealth Management, LLC 0.03% Add +25.4% 2,752 $725K
Ames National Corp. 0.49% — 2,747 $724K
Sippican Capital Advisors 0.53% Reduce -1.6% 2,737 $721K
Profund Advisors LLC 0.03% Reduce -17.2% 2,736 $721K
Manchester Capital Management LLC 0.08% Reduce -0.4% 2,729 $719K
Cigna Investments Inc. 0.13% Reduce -0.9% 2,732 $719K
Cullen/Frost Bankers, Inc. 0.01% Reduce -14.9% 2,718 $716K
Danske Bank A/S 0.00% New 2,700 $711K
Park Place Capital Corp 0.20% Add +26.3% 2,684 $707K
Texas Bank & Trust Co 0.29% — 2,682 $707K
EverSource Wealth Advisors, LLC 0.04% Add +4.9% 2,679 $706K
Dark Forest Capital Management LP 0.10% Add +34.8% 2,668 $703K
Intellectus Partners, LLC 0.16% Add +16.0% 2,667 $703K
Sunbelt Securities, Inc. 0.06% Add +7.1% 2,664 $702K
Purus Wealth Management, LLC 0.28% Add +1.5% 2,660 $701K
Kennondale Capital Management LLC 0.76% — 2,659 $701K
Haven Private, LLC 0.39% — 2,659 $701K
Parcion Private Wealth LLC 0.05% No change 2,650 $698K
Moneta Group Investment Advisors LLC 0.01% Reduce -7.3% 2,645 $697K
Madison Asset Management, LLC 0.01% No change 2,642 $696K
Madison Investment Advisors, LLC 0.01% — 2,642 $696K
Gateway Investment Advisers LLC 0.01% Reduce -3.7% 2,640 $696K
Sagespring Wealth Partners, LLC 0.02% — 2,636 $694K
TBH Global Asset Management, LLC 0.16% Reduce -3.7% 2,627 $692K
Hickory Point Bank & Trust 0.61% — 2,627 $692K
Spectrum Asset Management, Inc. (NB/CA) 0.31% Reduce -84.2% 2,597 $684K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -12.6% 2,592 $683K
Red Door Wealth Management, LLC 0.10% Add +0.0% 2,589 $682K
Two Sigma Securities, LLC 0.12% Add +128.7% 2,584 $681K
Cullinan Associates Inc. 0.04% No change 2,579 $680K
Prosperity Consulting Group, LLC 0.05% Reduce -2.1% 2,574 $678K
Transamerica Financial Advisors, LLC 0.07% Add +14.3% 2,566 $676K
Westhampton Capital, LLC 0.35% No change 2,565 $676K
Cerro Pacific Wealth Advisors LLC 0.22% Reduce -1.3% 2,236 $676K
Intrua Financial, LLC 0.11% Reduce -2.1% 2,549 $672K
AssuredPartners Investment Advisors, LLC 0.13% — 2,547 $671K
Roehl & Yi Investment Advisors, LLC 0.37% — 2,542 $670K
Rogco, LP 0.27% No change 2,523 $665K
Composition Wealth, LLC 0.01% Add +1.1% 2,513 $662K
Clark Wealth Partners 0.51% — 2,508 $661K
Heartland Bank & Trust Co 0.36% Reduce -0.8% 2,508 $661K
Colonial Trust Co / SC 0.10% Reduce -8.0% 2,506 $660K
Legal Advantage Investments, Inc. 0.35% Reduce -3.9% 2,500 $659K
Eagle Rock Investment Company, LLC 0.11% No change 2,500 $659K
Midland Wealth Advisors, LLC 0.04% Reduce -14.8% 2,500 $659K
Gen-Wealth Partners Inc 0.28% Add +3.2% 2,499 $658K
Oxford Asset Management LLP 0.30% Add +242.9% 2,486 $655K
Cushing Capital Partners, LLC 0.63% — 2,481 $654K
Integrated Advisors Network LLC 0.03% Reduce -84.9% 2,475 $652K
North Star Investment Management Corp. 0.05% Add +0.9% 2,475 $652K
Fortress Private Ledger, LLC 0.40% — 2,475 $652K
Stock Yards Bank & Trust Co. 0.02% Reduce -37.4% 2,471 $651K
OneAscent Financial Services LLC 0.06% Add +6.2% 2,471 $651K
Garrett Wealth Advisory Group, LLC 0.15% Add +0.3% 2,460 $648K
Twin City Private Wealth, LLC 0.57% Add +3.0% 2,460 $648K
Penobscot Investment Management Company, Inc. 0.06% Add +4.3% 2,444 $644K
Elevation Point Wealth Partners, LLC 0.05% Reduce -13.8% 2,441 $643K
Vise Technologies, Inc. 0.05% Add +54.3% 2,437 $642K
Leisure Capital Management 0.25% Reduce -19.1% 2,434 $641K
Legacy Private Trust Co. 0.04% Reduce -8.3% 2,420 $638K
Financial Freedom, LLC 0.34% No change 2,418 $637K
Harbor Investment Advisory, LLC 0.06% Reduce -4.5% 2,412 $635K
Prudent Man Advisors, LLC 0.23% Reduce -7.0% 2,408 $634K
Wealthcare Advisory Partners LLC 0.02% Reduce -24.9% 2,390 $630K
Foundations Investment Advisors, LLC 0.01% Add +10.2% 2,388 $629K
CWC Advisors, LLC. 0.63% Reduce -6.5% 2,387 $629K
Keystone Financial Services 0.24% Add +3.4% 2,383 $628K
CreativeOne Wealth, LLC 0.02% Add +17.2% 2,380 $627K
LVZ, Inc. 0.08% Add +16.1% 2,372 $625K
Alaska Permanent Fund Corp 0.01% No change 2,366 $623K
OMC Financial Services LTD 0.26% Reduce -0.2% 2,365 $623K
Wedmont Private Capital 0.03% Add +6.3% 2,398 $622K
Trueblood Wealth Management, LLC 0.31% Add +5.8% 2,351 $619K
NorthRock Partners, LLC 0.02% Reduce -4.8% 2,350 $619K
Gilbert & Cook, Inc. 0.09% Add +1.3% 2,324 $612K
First Interstate Bank 0.04% No change 2,320 $611K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.0% 2,319 $611K
MBA Advisors LLC 0.31% Add +0.2% 2,316 $610K
Mezzasalma Advisors, LLC 0.20% Add +44.4% 2,313 $609K
Oarsman Capital, Inc. 0.11% Reduce -0.6% 2,311 $609K
Kentucky Trust Co 0.36% — 2,305 $607K
CWA Asset Management Group, LLC 0.03% Reduce -6.0% 2,305 $607K
First American Trust, FSB 0.06% Reduce -87.5% 2,300 $606K
Investment Partners, LTD. 0.25% Add +2.3% 2,291 $604K
WMS Partners, LLC 0.03% Add +1.7% 2,287 $603K
Sulzberger Capital Advisors, Inc. 0.69% — 2,286 $602K
Strive Asset Management, LLC 0.45% — 2,286 $602K
Coastwise Capital Group, LLC 0.48% Add +0.3% 2,281 $601K
Chelsea Counsel Co. 0.31% Reduce -12.0% 2,275 $599K
Pinnacle Bancorp, Inc. 0.19% Reduce -1.8% 2,269 $598K
McGlone Suttner Wealth Management, Inc. 0.10% Reduce -8.3% 2,257 $595K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.4% 2,252 $593K
Syon Capital LLC 0.05% Reduce -3.3% 2,250 $593K
River Wealth Advisors LLC 0.08% Reduce -0.1% 2,242 $591K
Gryphon Financial Partners LLC 0.08% Reduce -7.2% 2,234 $589K
Crowley Wealth Management, Inc. 0.52% — 2,234 $589K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Add +0.1% 2,231 $588K
AGH Wealth Advisors, LLC 0.54% — 2,228 $587K
Tyche Wealth Partners LLC 0.12% Add +57.6% 2,225 $586K
1620 Investment Advisors, Inc. 0.45% Reduce -0.7% 2,222 $585K
Diversified Trust Co. 0.01% Add +2.7% 2,221 $585K
CVA Family Office, LLC 0.09% Add +1.3% 2,213 $583K
WASHINGTON TRUST Co 0.02% Reduce -6.4% 2,208 $582K
Supplemental Annuity Collective Trust of NJ 0.17% No change 2,200 $580K
Pekin Hardy Strauss, Inc. 0.07% Reduce -5.2% 2,199 $579K
Creekmur Asset Management LLC 0.13% Reduce -70.3% 2,192 $578K
Forum Financial Management, LP 0.01% Add +6.6% 2,177 $574K
Sentry LLC 0.11% Reduce -0.1% 2,172 $572K
Galvin, Gaustad & Stein, LLC 0.05% Add +0.8% 2,163 $570K
London Co. of Virginia 0.00% Reduce -5.5% 2,161 $569K
Graypoint LLC 0.03% Reduce -10.2% 2,159 $569K
MCF Advisors LLC 0.04% Add +96.2% 2,158 $569K
Bedel Financial Consulting, Inc. 0.08% Add +0.1% 2,194 $567K
US Asset Management LLC 0.51% Reduce -5.8% 2,139 $564K
Monetary Management Group Inc. 0.15% No change 2,140 $564K
Legacy Wealth Asset Management, LLC 0.15% Reduce -0.3% 2,131 $561K
Global Retirement Partners, LLC 0.02% Add +14.9% 2,125 $560K
Davis Capital Management 0.46% Add +7.9% 2,120 $559K
Buttonwood Financial Advisors Inc. 0.25% Reduce -0.1% 2,117 $558K
Signet Investment Advisory Group, Inc. 0.28% Add +0.9% 2,116 $558K
BlackDiamond Wealth Management, LLC 0.32% Reduce -9.5% 2,115 $557K
Kovack Advisors, Inc. 0.05% Reduce -10.2% 2,114 $557K
Moment Partners, LLC 0.11% — 2,114 $557K
Wesbanco Bank Inc. 0.02% Add +1.2% 2,102 $554K
Csenge Advisory Group 0.03% Reduce -7.5% 2,101 $554K
First National Corp. /Ma/ 0.13% Reduce -0.3% 2,096 $552K
TrinityPoint Wealth, LLC 0.08% Reduce -0.1% 2,096 $552K
Evoke Wealth, LLC 0.02% Reduce -4.9% 2,089 $551K
Dynamic Advisor Solutions LLC 0.02% Reduce -27.0% 2,088 $550K
Atlas Legacy Advisors, LLC 0.13% — 2,087 $550K
Rathbones Group PLC 0.00% Add +8.2% 2,079 $548K
Chicago Partners Investment Group LLC 0.02% Add +16.2% 2,095 $548K
Patten & Patten Inc. 0.04% Add +13.3% 2,073 $546K
InTrack Investment Management Inc 0.38% New 2,060 $546K
FourThought Financial Partners, LLC 0.06% New 2,071 $546K
Lafayette Investments, Inc. 0.12% Reduce -6.6% 2,062 $543K
Shulman DeMeo Asset Management LLC 0.15% Reduce -11.8% 2,056 $542K
Keel Point, LLC 0.04% Reduce -1.9% 2,029 $535K
Welch Group, LLC 0.02% Add +8.5% 2,027 $534K
SouthState Bank Corp 0.03% Reduce -4.1% 2,018 $532K
Willner & Heller, LLC 0.47% Add +5.5% 2,017 $531K
Barlow Wealth Partners, LLC 0.07% Reduce -41.6% 1,997 $531K
Mraz, Amerine & Associates, Inc. 0.09% No change 2,015 $531K
Edge Capital Group, LLC 0.02% Reduce -18.6% 2,011 $530K
HUB Investment Partners, LLC 0.02% Add +7.8% 2,007 $529K
Cidel Asset Management Inc. 0.04% No change 2,005 $528K
Argentarii, LLC 0.27% — 2,004 $528K
Qtron Investments LLC 0.07% Reduce -40.8% 2,004 $528K
IFG Advisory, LLC 0.03% New 2,002 $528K
DecisionMap Wealth Management, LLC 0.42% — 1,994 $525K
AlTi Global, Inc. 0.01% Reduce -4.7% 1,992 $525K
Doheny Asset Management 0.39% No change 1,990 $524K
Greykasell Wealth Strategies, Inc. 0.29% — 1,980 $522K
Plato Investment Management Ltd 0.04% No change 1,968 $520K
Knightsbridge Asset Management, LLC 0.12% Reduce -7.2% 1,966 $518K
Thrive Wealth Management, LLC 0.09% Reduce -4.8% 1,961 $517K
Carret Asset Management, LLC 0.06% No change 1,955 $515K
Covington Investment Advisors Inc. 0.08% Add +7.3% 1,949 $514K
Ascentis Wealth Management, LLC 0.18% Reduce -16.2% 1,945 $513K
Valtrion Capital Management, LLC 1.09% — 1,945 $512K
CWS Financial Advisors, LLC 0.17% Add +25.9% 1,938 $511K
Marshall Financial Group, LLC 0.12% No change 1,927 $508K
First Manhattan Co. Llc. 0.00% Add +1.3% 1,927 $508K
America First Investment Advisors, LLC 0.11% No change 1,918 $505K
Choate Investment Advisors 0.01% Reduce -0.4% 1,918 $505K
Quadrant Capital Group LLC 0.03% Reduce -2.6% 1,916 $505K
CHICAGO TRUST Co NA 0.09% Add +15.0% 1,916 $505K
Pflug Koory, LLC 0.03% Add +15.2% 1,910 $503K
Insigneo Advisory Services, LLC 0.05% Reduce -29.7% 1,909 $503K
Centurion Wealth Management LLC 0.16% Add +0.8% 1,902 $501K
Heritage Wealth Advisors 0.02% Reduce -53.2% 1,902 $501K
Financial Advisors Network, Inc. 0.08% — 1,900 $501K
Persium Advisors, LLC 0.49% — 1,899 $500K
Smartleaf Asset Management LLC 0.05% Add +52.6% 1,899 $500K
Argent Advisors, Inc. 0.18% Add +0.5% 1,895 $499K
Walter & Keenan Wealth Management LLC /in/ 0.15% Reduce -71.1% 1,892 $499K
Capital Investment Advisory Services, LLC 0.05% Reduce -0.2% 1,887 $497K
StoneX Group Inc. 0.03% Add +3.7% 1,883 $496K
S.A. Mason LLC 0.26% Add +2.5% 1,843 $486K
Everpar Advisors LLC 0.24% Reduce -5.2% 1,843 $486K
Riverbend Wealth Management, LLC 0.43% — 1,827 $485K
Goelzer Investment Management, Inc. 0.03% No change 1,838 $484K
Smith Shellnut Wilson LLC 0.21% Reduce -0.5% 1,837 $484K
Advisors Capital Management, LLC 0.01% Add +6.8% 1,832 $483K
Raleigh Capital Management Inc. 0.19% No change 1,831 $482K
Copley Financial Group, Inc. 0.37% Add +10664.7% 1,830 $482K
Tranquilli Financial Advisor LLC 0.31% Reduce -0.3% 1,830 $482K
Rehmann Capital Advisory Group 0.03% Add +13.6% 1,819 $480K
Legacy Capital Wealth Partners, LLC 0.12% Reduce -7.2% 1,819 $479K
Journey Advisory Group, LLC 0.06% No change 1,644 $477K
Ti-Trust, Inc. 0.32% No change 1,800 $474K
Versor Investments LP 0.08% Add +50.1% 1,798 $474K
Aureus Asset Management, LLC 0.03% Reduce -3.3% 1,780 $469K
Angeles Investment Advisors, LLC 0.02% Add +0.8% 1,779 $469K
Bank of New Hampshire 0.12% Reduce -0.8% 1,777 $468K
Venture Visionary Partners LLC 0.02% Reduce -12.8% 1,758 $463K
Global Trust Asset Management, LLC 0.18% Add +0.9% 1,753 $462K
Frank, Rimerman Advisors LLC 0.03% Reduce -4.7% 1,751 $461K
St. Clair Advisors, LLC 0.13% No change 1,750 $461K
Wealthspire Advisors, LLC 0.00% Reduce -2.2% 1,750 $461K
Berkshire Asset Management LLC 0.02% Reduce -38.6% 1,727 $460K
Flagship Harbor Advisors, LLC 0.02% Add +96.0% 1,739 $458K
Western Wealth Management, LLC 0.02% Add +12.3% 1,738 $458K
Austin Private Wealth, LLC 0.04% Add +16.6% 1,733 $457K
Pitcairn Co. 0.03% Reduce -7.1% 1,732 $456K
Global X Japan Co., Ltd. 0.06% Add +16.5% 1,727 $455K
Flow Traders U.S. LLC 0.02% New 1,722 $454K
GeoWealth Management, LLC 0.01% Add +17.8% 1,720 $453K
Chilton Investment Co. Inc. 0.01% Reduce -64.3% 1,720 $453K
PAX Financial Group, LLC 0.08% Reduce -3.6% 1,717 $453K
Petrus Trust Company, LTA 0.04% New 1,716 $452K
Zullo Investment Group, Inc. 0.18% Reduce -7.7% 1,715 $452K
Veltria Advisors Corp. 0.19% Reduce -5.7% 1,711 $451K
PFG Investments, LLC 0.03% Add +0.1% 1,709 $450K
Trust Co 0.05% Add +6.8% 1,698 $447K
Insight Advisors, LLC/ PA 0.08% No change 1,691 $445K
Ridgewood Investments LLC 0.21% Add +4.7% 1,689 $445K
Central Pacific Bank - Trust Division 0.06% Add +6.3% 1,683 $443K
New England Professional Planning Group Inc. 0.22% Reduce -6.4% 1,659 $437K
Sandy Spring Bank 0.02% Reduce -0.4% 1,659 $437K
Ignite Planners, LLC 0.10% Add +0.4% 1,656 $436K
Boyar Asset Management Inc. 0.29% Add +2.8% 1,651 $435K
Ballast, Inc. 0.12% No change 1,650 $435K
Whittier Trust Co. of Nevada Inc. 0.01% Add +134.4% 1,648 $434K
Davis R M Inc. 0.01% Add +20.5% 1,643 $433K
TrueWealth Advisors, LLC 0.14% Reduce -1.6% 1,638 $432K
Jmac Enterprises LLC 0.07% Add +48.8% 1,637 $431K
Compound Planning, Inc. 0.02% Reduce -25.8% 1,635 $431K
Allen Capital Group, LLC 0.05% Add +2.9% 1,635 $431K
LCNB Corp. 0.16% No change 1,632 $430K
Fiduciary Alliance LLC 0.04% New 1,631 $430K
Alteri Wealth LLC 0.12% — 1,624 $428K
Ashton Thomas Private Wealth, LLC 0.02% Add +73.7% 1,621 $427K
Pinnacle West Asset Management, Inc. 0.31% Add +8.7% 1,620 $427K
Moneco Advisors, LLC 0.04% Add +1.3% 1,620 $427K
Blue Trust, Inc. 0.01% Reduce -34.0% 1,617 $426K
Financial Engines Advisors L.L.C. 0.00% New 1,617 $426K
Tiemann Investment Advisors, LLC 0.19% No change 1,615 $426K
Potentia Wealth 0.19% — 1,608 $424K
Eastern Bank 0.01% Add +8.7% 1,607 $423K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% No change 1,603 $422K
Duncan Williams Asset Management, LLC 0.17% Add +100.0% 1,600 $422K
DJE Kapital AG 0.01% — 1,600 $422K
EntryPoint Capital, LLC 0.18% Add +10.3% 1,599 $421K
First Financial Bank - Trust Division 0.04% Reduce -0.2% 1,596 $421K
Blake Schutter Theil Wealth Advisors, LLC 0.44% Reduce -8.8% 1,594 $420K
Kelleher Financial Advisors 0.16% Add +2.9% 1,590 $419K
Accel Wealth Management 0.16% Add +0.1% 1,589 $419K
Waddell & Associates, LLC 0.04% Add +8.8% 1,585 $418K
Moseley Investment Management Inc. 0.16% Add +0.2% 1,581 $417K
Performance Wealth Partners, LLC 0.01% Reduce -13.9% 1,578 $416K
Gray Wealth Management Inc. 0.16% Reduce -11.6% 1,568 $413K
Flputnam Investment Management Co. 0.01% Reduce -12.3% 1,562 $412K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -9.9% 1,561 $411K
Lakewood Asset Management LLC 0.28% Add +0.1% 1,557 $410K
Miller Investment Management, LP 0.04% No change 1,554 $409K
Nabity-Jensen Investment Management Inc 0.31% Add +7.9% 1,544 $407K
Summit Asset Management, LLC 0.07% No change 1,543 $407K
Capital Planning LLC 0.11% Add +9.8% 1,538 $405K
Verity Asset Management, Inc. 0.23% Reduce -40.1% 1,809 $405K
LifePlan Financial, LLC 0.36% Add +0.4% 1,534 $404K
iA Global Asset Management Inc. 0.01% No change 1,532 $404K
BOS Asset Management, LLC 0.15% New 1,533 $404K
Lodestar Private Asset Management LLC 0.05% Reduce -2.2% 1,531 $403K
Schmidt P J Investment Management Inc. 0.07% Add +2.5% 1,530 $403K
Belpointe Asset Management LLC 0.02% Reduce -5.0% 1,343 $402K
JB Capital LLC 0.02% Add +43.3% 1,526 $402K
Financial & Tax Architects, LLC 0.10% Reduce -92.2% 1,518 $400K
Silver Oak Securities, Incorporated 0.04% Add +123.4% 1,517 $400K
Huntleigh Advisors, Inc. 0.09% — 1,510 $398K
Drive Wealth Management, LLC 0.10% Reduce -3.2% 1,501 $396K
Nwam LLC 0.02% Reduce -3.1% 1,498 $395K
Uniting Wealth Partners, LLC 0.19% — 1,496 $394K
Capital Market Strategies LLC 0.23% Add +9.0% 1,492 $393K
Montecito Bank & Trust 0.07% Reduce -1.9% 1,486 $392K
Perpetual Ltd 0.00% Add +2.1% 1,481 $390K
Fermata Advisors, LLC 0.07% New 1,481 $390K
Ameritas Advisory Services, LLC 0.01% Add +38.3% 1,480 $390K
First National Bank Sioux Falls 0.17% No change 1,477 $389K
Federated Hermes, Inc. 0.00% Add +16.4% 1,476 $389K
Venturi Wealth Management, LLC 0.02% Reduce -28.3% 1,472 $388K
Harbour Trust & Investment Management Co 0.04% No change 1,467 $387K
Clear Harbor Asset Management, LLC 0.03% New 1,467 $387K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -10.5% 1,465 $386K
Shelton Capital Management 0.01% Add +9.0% 1,460 $385K
Ausdal Financial Partners, Inc. 0.03% Add +0.9% 1,458 $384K
Hurlow Wealth Management Group, Inc. 0.12% No change 1,450 $382K
Greenfield Savings Bank 0.18% No change 1,445 $381K
Advus Financial Partners, LLC 0.11% Add +29.2% 1,444 $380K
Howard Capital Management, LLC 0.01% Add +5.3% 1,444 $380K
Severin Investments, LLC 0.38% — 1,439 $379K
Gratus Wealth Advisors, LLC 0.06% Reduce -5.7% 1,431 $377K
Acadian Asset Management LLC 0.00% Reduce -53.1% 1,434 $377K
Main Street Financial Solutions, LLC 0.04% Reduce -55.0% 1,430 $377K
Roxbury Financial LLC 0.36% — 1,318 $374K
Atticus Wealth Management, LLC 0.12% No change 1,420 $374K
Cornell Pochily Investment Advisors, Inc. 0.13% Reduce -5.7% 1,420 $374K
DRW Securities, LLC 0.03% Reduce -34.6% 1,419 $374K
State of Wyoming 0.05% New 1,416 $373K
GTS Securities LLC 0.02% Reduce -23.7% 1,412 $372K
Strategic Investment Advisors / MI 0.04% Reduce -17.3% 1,407 $371K
Aaron Wealth Advisors LLC 0.04% Reduce -6.6% 1,406 $370K
Burns J W & Co. Inc. 0.05% Add +0.9% 1,405 $370K
Patrick M Sweeney & Associates, Inc. 0.28% Add +6.2% 1,403 $370K
LaFleur & Godfrey LLC 0.05% No change 1,390 $366K
FORA Capital, LLC 0.04% New 1,388 $366K
Retirement Planning Co of New England, Inc. 0.18% Add +0.4% 1,384 $365K
Napatree Capital LLC 0.21% No change 1,384 $365K
Waterloo Capital, L.P. 0.04% Reduce -45.9% 1,381 $364K
Castle Rock Wealth Management, LLC 0.09% Add +0.9% 1,500 $363K
Narus Financial Partners, LLC 0.12% Reduce -3.4% 1,375 $362K
Sage Capital Management, LLC 0.18% Add +0.1% 1,369 $361K
Mosaic Family Wealth Partners, LLC 0.05% No change 1,362 $359K
Capital Advisors, Ltd. LLC 0.04% Add +3.6% 1,356 $357K
Fairbanks Capital Management, Inc. 0.22% Reduce -64.1% 1,351 $356K
UNIVEST FINANCIAL Corp 0.02% No change 1,345 $354K
Momentous Wealth Management, Inc. 0.29% — 1,341 $353K
Hoxton Planning & Management, LLC 0.13% Reduce -3.1% 1,340 $353K
Clarius Group, LLC 0.02% Add +2.5% 1,338 $353K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Reduce -1.3% 1,337 $352K
Harris Associates (Oakmark Funds) 0.00% Add +81.5% 1,325 $349K
Pennsylvania Capital Management Inc. 0.12% Reduce -7.3% 1,324 $349K
SteelPeak Wealth, LLC 0.01% Add +18.2% 1,319 $348K
Meritage Portfolio Management 0.02% No change 1,319 $348K
Valley Brook Capital Group, Inc. 0.26% Reduce -16.0% 1,316 $347K
ERn Financial, LLC 0.05% Add +0.2% 1,314 $346K
Hardy Reed LLC 0.03% No change 1,314 $346K
Journey Strategic Wealth LLC 0.01% Reduce -6.3% 1,313 $346K
Manchester Financial Inc. 0.08% Reduce -13.2% 1,313 $346K
Sound Income Strategies, LLC 0.02% Add +0.6% 1,311 $345K
Wellington Shields Capital Management, LLC 0.06% Add +30.5% 1,305 $344K
Tudor Financial Inc. 0.20% No change 1,302 $343K
LGL Partners, LLC 0.05% Reduce -0.1% 1,302 $343K
Diversify Advisory Services, LLC 0.02% Reduce -55.4% 1,318 $342K
Abacus Planning Group, Inc. 0.06% Reduce -4.1% 1,296 $341K
4WEALTH Advisors, Inc. 0.35% — 1,293 $341K
Everett Harris & Co. 0.00% No change 1,287 $339K
Signal Advisors Wealth, LLC 0.04% Reduce -11.9% 1,286 $339K
Congress Park Capital LLC 0.12% Add +4.0% 1,285 $339K
FLC Capital Advisors 0.08% No change 1,282 $338K
Crux Wealth Advisors 0.19% — 1,276 $336K
SVB Wealth LLC 0.01% New 1,275 $336K
Worth Asset Management, LLC 0.18% No change 1,264 $333K
Cooper Financial Group 0.04% Add +10.7% 1,259 $332K
Rockland Trust Co. 0.02% Reduce -0.7% 1,259 $332K
Wellington Shields & Co., LLC 0.10% Add +9.4% 1,252 $330K
Cyndeo Wealth Partners, LLC 0.02% Reduce -0.3% 1,251 $330K
Evermay Wealth Management LLC 0.05% No change 1,249 $329K
Naples Global Advisors, LLC 0.03% Reduce -12.3% 1,248 $329K
Beverly Hills Private Wealth, LLC 0.07% Reduce -3.0% 1,248 $329K
Gallagher Capital Advisors, LLC 0.24% — 1,243 $327K
Sachetta, LLC 0.13% Reduce -7.7% 1,241 $327K
Stratos Wealth Advisors, LLC 0.02% Add +6.5% 1,237 $326K
Chicago Capital, LLC 0.01% Add +16.4% 1,231 $324K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% Reduce -2.0% 1,225 $323K
Resonant Capital Advisors, LLC 0.02% Reduce -5.3% 1,221 $322K
JFS Wealth Advisors, LLC 0.02% No change 1,219 $321K
Connecticut Wealth Management, LLC 0.02% Add +0.2% 1,217 $321K
Claris Financial LLC 0.21% — 1,211 $319K
Clark Financial Services Group Inc. 0.24% Reduce -1.0% 1,208 $318K
Fiduciary Financial Group, LLC 0.07% Add +1.7% 1,226 $318K
Capital Investment Counsel, Inc 0.05% No change 1,200 $316K
Faithward Advisors, LLC 0.05% Reduce -28.5% 1,200 $316K
Lester Murray Antman dba SimplyRich 0.09% No change 1,203 $316K
CNB Bank 0.15% Reduce -9.8% 1,191 $314K
Bantamac Capital, LLC 0.14% Add +18.9% 1,189 $313K
Trinity Financial Advisors LLC 0.12% No change 1,200 $313K
Chesley Taft & Associates LLC 0.01% Reduce -12.2% 1,186 $312K
Silverlake Wealth Management LLC 0.12% Reduce -33.6% 1,185 $312K
Matthew Goff Investment Advisor, LLC 0.06% No change 1,182 $311K
Hamilton Point Investment Advisors, LLC 0.06% Add +1.8% 1,180 $311K
Lindbrook Capital, LLC 0.03% Add +3.9% 1,178 $310K
Centennial Bank 0.15% No change 1,174 $309K
Camden National Bank 0.05% Reduce -5.6% 1,174 $309K
Aventura Private Wealth, LLC 0.17% — 1,173 $309K
Salvus Wealth Management, LLC 0.20% Add +1.3% 1,172 $309K
Mather Group, Llc. 0.00% Reduce -2.2% 1,170 $308K
Revisor Wealth Management LLC 0.28% Reduce -43.9% 1,171 $307K
First Financial Bankshares Inc 0.01% Reduce -0.6% 1,166 $307K
Bingham Private Wealth, LLC 0.32% — 1,156 $305K
Bill Few Associates, Inc. 0.11% No change 1,156 $305K
Brooklyn Investment Group 0.09% Add +28.6% 1,147 $302K
First Financial Corp. 0.14% Add +33.7% 1,146 $302K
New Vernon Capital Holdings II LLC 0.21% Reduce -15.3% 1,145 $302K
Arista Wealth Management, LLC 0.07% Add +0.5% 1,141 $301K
Turning Point Benefit Group, Inc. 0.29% — 1,138 $300K
Savvy Advisors, Inc. 0.04% New 1,138 $300K
Machina Capital S.A.S. 0.13% Reduce -71.3% 1,133 $299K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% No change 1,126 $297K
Catalina Capital Group, LLC 0.10% Add +7.8% 1,123 $296K
Caitlin John, LLC 0.20% Reduce -16.9% 1,120 $295K
Brooks, Moore & Associates, Inc. 0.17% No change 1,111 $293K
Mayflower Financial Advisors, LLC 0.04% Add +30.9% 1,109 $292K
Strategic Wealth Partners, Ltd. 0.02% Reduce -91.2% 1,184 $292K
Southland Equity Partners LLC 0.07% Add +5.7% 1,103 $291K
Berkshire Money Management, Inc. 0.03% New 1,102 $290K
Sterling Financial Planning, Inc. 0.11% Add +0.5% 1,102 $290K
Samalin Investment Counsel, LLC 0.12% Reduce -0.4% 1,101 $290K
Allen Wealth Management, LLC 0.21% Reduce -1.8% 1,098 $289K
Trust Co of the South 0.06% Add +2.5% 1,094 $288K
Asset Planning,Inc 0.22% — 1,092 $288K
Redmond Asset Management, LLC 0.07% New 1,090 $287K
United Community Bank 0.11% Reduce -0.8% 1,087 $286K
Clarkston Capital Partners, LLC 0.01% No change 1,081 $285K
Prepared Retirement Institute LLC 0.16% Add +0.3% 1,081 $285K
Affinity Investment Advisors, LLC 0.24% Reduce -43.2% 1,079 $284K
Fairscale Capital, LLC 0.24% Reduce -2.2% 1,078 $284K
Fidelis Capital Partners, LLC 0.03% Add +6.7% 1,106 $284K
Woodward Diversified Capital, LLC 0.21% Reduce -48.5% 1,075 $283K
Empirical Asset Management, LLC 0.09% Add +0.1% 3,644 $282K
Wealth Alliance Advisory Group, LLC 0.06% No change 1,069 $282K
Trust Point Inc. 0.02% Reduce -0.3% 1,069 $282K
WealthBridge Capital Management, LLC 0.08% Add +29.1% 1,068 $282K
BancFirst Trust & Investment Management 0.13% Reduce -0.8% 1,063 $280K
Legacy Advisors, LLC 0.03% Add +46.7% 1,053 $277K
TrinityBridge Ltd 0.01% No change 1,050 $277K
Armstrong Advisory Group, Inc. 0.02% Add +4.0% 1,051 $277K
Maia Wealth LLC 0.06% Add +33.8% 1,025 $277K
Cobblestone Capital Advisors LLC 0.01% Add +3.5% 1,047 $276K
Terra Nova Asset Management LLC 0.21% No change 1,044 $275K
Schnieders Capital Management LLC 0.05% Add +5.0% 1,042 $275K
Aprio Wealth Management, LLC 0.04% Reduce -1.1% 1,039 $274K
Curi Capital, LLC 0.01% Add +0.1% 1,038 $274K
Romano Brothers and Company 0.03% No change 1,037 $273K
Capstone Wealth Management Group, LLC 0.15% Reduce -19.0% 1,032 $272K
Leo Wealth, LLC 0.02% Reduce -0.4% 1,029 $271K
PDS Planning, Inc 0.02% Add +0.1% 1,021 $269K
Virtue Capital Management, LLC 0.05% Reduce -36.7% 1,018 $268K
Heritage Trust Co 0.03% — 1,014 $267K
Susquehanna Fundamental Investments, LLC 0.00% — 1,010 $266K
VeraBank, N.A. 0.07% Reduce -1.2% 1,009 $266K
Flywheel Private Wealth LLC 0.24% — 1,007 $265K
Douglas Lane & Associates, LLC 0.00% Add +1.0% 1,005 $265K
JT Stratford LLC 0.04% Reduce -6.3% 1,003 $264K
RiverGlades Family Offices LLC 0.19% No change 1,000 $263K
Matisse Capital 0.13% Reduce -12.7% 1,000 $263K
Buckley Wealth Management, LLC 0.08% No change 1,000 $263K
Knuff & Co LLC 0.08% No change 1,000 $263K
Kimelman & Baird, LLC 0.02% No change 1,000 $263K
Atlantic Union Bankshares Corp 0.02% No change 994 $262K
FFT Wealth Management LLC 0.02% Reduce -1.1% 986 $260K
Tranquility Partners, LLC 0.10% No change 984 $259K
Certified Advisory Corp 0.03% Reduce -1.1% 983 $259K
Copperwynd Financial, LLC 0.07% Reduce -9.4% 981 $258K
Smith Salley Wealth Management 0.02% Reduce -3.7% 978 $258K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -1.1% 977 $258K
Associated Banc-Corp 0.01% Reduce -11.9% 973 $256K
Obermeyer Wealth Partners 0.01% Add +13.3% 973 $256K
Waters Parkerson & Co., LLC 0.01% Add +4.3% 972 $256K
Horizon Bancorp Inc. 0.12% Add +1.5% 970 $256K
BFI Infinity Ltd. 0.28% — 967 $255K
Paces Ferry Wealth Advisors, LLC 0.12% Reduce -5.6% 965 $254K
Wolff Financial Management LLC 0.07% No change 963 $254K
Piscataqua Savings Bank 0.22% No change 963 $254K
White Pine Capital LLC 0.09% Reduce -1.0% 960 $253K
Aberdeen Wealth Management LLC 0.17% Add +0.1% 959 $253K
Cypress Wealth Services, LLC 0.05% Add +2.8% 958 $253K
Cornerstone Select Advisors, LLC 0.24% — 958 $252K
Jeppson Wealth Management, LLC 0.09% Add +0.3% 958 $252K
Evanson Asset Management, LLC 0.02% No change 957 $252K
Edgestream Partners, L.P. 0.01% Add +42.8% 957 $252K
Hickory Asset Management, Inc. 0.21% — 956 $252K
Pin Oak Investment Advisors Inc. 0.23% No change 830 $251K
Aull & Monroe Investment Management Corp 0.13% Reduce -1.8% 952 $251K
Auxier Asset Management LLC 0.04% No change 952 $251K
Certuity, LLC 0.03% Add +18.9% 952 $251K
Adell Harriman & Carpenter Inc. 0.02% No change 950 $250K
SWP Financial LLC 0.15% No change 949 $250K
Marcum Wealth, LLC 0.02% Add +0.5% 949 $250K
Addison Advisors LLC 0.07% Reduce -1.0% 948 $250K
Legacy Trust 0.06% Reduce -19.6% 945 $249K
Headinvest, LLC 0.05% No change 944 $249K
CRA Financial Services, LLC 0.04% No change 937 $247K
CLG LLC 0.09% — 936 $247K
Integrity Alliance, Llc. 0.03% — 935 $246K
Morton Community Bank 0.06% No change 933 $246K
MPS Loria Financial Planners, LLC 0.07% No change 932 $246K
Stewardship Advisors, LLC 0.07% No change 931 $245K
STAR Financial Bank 0.18% Reduce -44.0% 930 $245K
SageView Advisory Group, LLC 0.01% Add +4.4% 928 $244K
Corton Capital Inc. 0.14% New 927 $244K
DGS Capital Management, LLC 0.06% Add +1.1% 925 $244K
Acorn Creek Capital LLC 0.13% Reduce -1.7% 925 $244K
Marex Group Ltd 0.00% New 923 $243K
Optiver Holding B.V. 0.01% Add +289.0% 922 $243K
Cozad Asset Management Inc. 0.02% Add +1.3% 921 $243K
Woodline Partners LP 0.00% New 921 $243K
Hourglass Capital, LLC 0.07% No change 920 $242K
Parsons Capital Management Inc. 0.01% No change 916 $241K
Cornerstone Planning, LLC 0.09% — 915 $241K
Hamilton Capital, LLC 0.02% Add +13.2% 912 $240K
Heartwood Wealth Advisors LLC 0.03% Add +1.4% 909 $240K
D'Orazio & Associates, Inc. 0.04% Reduce -2.6% 908 $239K
Bar Harbor Wealth Management 0.02% No change 907 $239K
M. Kraus & Co 0.07% No change 906 $239K
Aspen Wealth Management LLC 0.07% Add +0.4% 904 $238K
Putney Financial Group LLC 0.21% — 903 $238K
Board of the Pension Protection Fund 0.27% — 900 $237K
Evernest Financial Advisors, LLC 0.06% Add +30.6% 897 $236K
Simon Quick Advisors, LLC 0.01% Add +23.2% 892 $235K
Deseret Mutual Benefit Administrators 0.12% Add +14.8% 891 $235K
Trinity Legacy Partners, LLC 0.06% Reduce -7.5% 889 $234K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -25.1% 881 $232K
Sharpepoint LLC 0.21% — 880 $232K
Sierra Ocean, LLC 0.19% — 877 $231K
Tandem Investment Advisors, Inc. 0.01% Add +11.2% 876 $231K
Argyle Capital Partners, LLC 0.20% — 875 $231K
Impact Capital Partners LLC 0.08% — 873 $230K
Beacon Investment Advisors LLC 0.11% Add +0.1% 861 $227K
LMG Wealth Partners, LLC 0.05% No change 860 $227K
New Wave Wealth Advisors LLC 0.09% Reduce -3.7% 858 $226K
Guardian Wealth Advisors, LLC / NC 0.02% Add +2.4% 856 $226K
Ariadne Wealth Management, LP 0.10% Reduce -8.1% 876 $225K
Bollard Group LLC 0.01% Add +0.5% 852 $224K
Affinity Wealth Management LLC 0.04% Reduce -1.2% 846 $223K
V-Square Quantitative Management LLC 0.03% Add +17.9% 843 $222K
Robertson Stephens Wealth Management, LLC 0.01% Add +2.1% 841 $222K
City Holding Co. 0.03% No change 841 $222K
Klingenstein Fields & Co. LP 0.01% Reduce -0.2% 840 $221K
RFG - Bristol Wealth Advisors, LLC 0.07% — 836 $220K
Acorn Wealth Advisors, LLC 0.09% Add +1.8% 836 $220K
Allred Capital Management, LLC 0.09% No change 836 $220K
Weaver Capital Management LLC 0.06% Reduce -40.8% 836 $220K
Austin Wealth Management, LLC 0.05% Add +5.4% 826 $220K
Widmann Financial Services, Inc. 0.17% New 830 $219K
WBH Advisory Inc. 0.02% No change 828 $218K
Americana Partners, LLC 0.01% Reduce -92.2% 827 $218K
Trivium Point Advisory, LLC 0.03% Reduce -11.3% 825 $217K
Financial Advocates Investment Management 0.01% Add +16.1% 824 $217K
Baron Silver Stevens Financial Advisors, LLC 0.04% New 823 $217K
Baldwin Wealth Partners LLC 0.01% No change 818 $216K
KOM Wealth Management Group, LLC 0.16% Add +1.4% 817 $216K
Interchange Capital Partners, LLC 0.08% Add +10.5% 819 $215K
Unique Wealth, LLC 0.04% New 817 $215K
Court Place Advisors, LLC 0.07% Add +2.5% 816 $215K
Wealth Alliance, LLC 0.03% Reduce -33.8% 815 $215K
Davies Financial Advisors, Inc. 0.18% No change 813 $214K
Sterling Capital Management LLC 0.00% Reduce -34.2% 813 $214K
City State Bank 0.08% No change 812 $214K
Fulcrum Equity Management 0.21% Reduce -49.3% 811 $214K
Transce3nd, LLC 0.07% — 807 $213K
Paradigm Asset Management Co. LLC 0.06% No change 806 $212K
Alpha Family Trust 0.12% No change 805 $212K
Beta Wealth Group, Inc. 0.09% No change 802 $211K
Astoria Portfolio Advisors LLC. 0.08% Add +19.1% 797 $211K
Keb Asset Management, LLC 0.06% Reduce -14.5% 801 $211K
Aurora Private Wealth, Inc. 0.16% Reduce -5.9% 799 $211K
SkyOak Wealth, LLC 0.05% New 800 $211K
Shufro Rose & Co. LLC 0.02% No change 800 $211K
Schwartz Investment Counsel Inc. 0.01% No change 798 $210K
First Foundation Advisors 0.01% No change 797 $210K
Calydon Capital 0.04% Reduce -50.6% 795 $210K
Douglass Winthrop Advisors, LLC 0.00% No change 795 $209K
Hunter Associates Investment Management LLC 0.03% Add +2.7% 787 $209K
Revolve Wealth Partners, LLC 0.03% Reduce -5.6% 793 $209K
Jump Financial, LLC 0.00% New 793 $209K
Balboa Wealth Partners 0.05% Add +13.0% 793 $209K
Stenger Family Office, LLC 0.07% — 792 $209K
Sage Mountain Advisors LLC 0.02% Reduce -3.7% 790 $208K
Goldstone Financial Group, LLC 0.03% New 789 $208K
WealthCare Investment Partners, LLC 0.09% Reduce -1.9% 794 $207K
Founders Financial Alliance, LLC 0.06% Add +0.9% 786 $207K
Rothschild Wealth LLC 0.06% Reduce -0.6% 784 $207K
Cascade Financial Partners, LLC 0.03% Add +5.2% 783 $206K
BridgePort Financial Solutions, LLC 0.09% — 819 $206K
Mechanics Bank Trust Department 0.03% Add +11.3% 781 $206K
Lineweaver Wealth Advisors, LLC 0.04% New 780 $206K
Israel Discount Bank of New York 0.15% Add +5.0% 780 $206K
Sonora Investment Management Group, LLC 0.02% New 779 $205K
Stanley-Laman Group, Ltd. 0.03% Reduce -0.3% 778 $205K
Athena Investment Management 0.12% No change 776 $204K
Greystone Financial Group, LLC 0.04% Add +2.6% 776 $204K
Exchange Traded Concepts, LLC 0.00% Add +17.0% 776 $204K
Lake Street Private Wealth, LLC 0.03% Reduce -2.3% 774 $204K
LVM Capital Management Ltd. 0.02% Reduce -0.5% 775 $204K
Canopy Partners, LLC 0.08% Reduce -0.5% 771 $203K
Master's Wealth Management Inc. 0.11% — 770 $203K
IMZ Advisory Inc 0.09% Add +0.5% 770 $203K
MFA Wealth Services 0.16% — 770 $203K
Maripau Wealth Management LLC 0.12% New 770 $203K
Boston Research & Management Inc. 0.05% No change 770 $203K
Childress Capital Advisors, LLC 0.06% Add +10.7% 767 $202K
West Paces Advisors Inc. 0.05% Reduce -1.2% 766 $202K
Sentry Investment Management LLC 0.10% Reduce -30.5% 763 $201K
Integrated Investment Consultants, LLC 0.04% Add +6.7% 762 $201K
Key Client Fiduciary Advisors, LLC 0.09% Reduce -5.9% 762 $201K
Eagle Bay Advisors LLC 0.13% Reduce -20.6% 761 $200K
Waldron Private Wealth LLC 0.01% Reduce -1.0% 760 $200K
HHM Wealth Advisors, LLC 0.03% Reduce -1.3% 750 $198K
Accordant Advisory Group Inc 0.19% No change 749 $197K
Chesapeake Asset Management LLC 0.18% No change 747 $197K
Skylands Capital, LLC 0.03% No change 725 $191K
Hager Investment Management Services, LLC 0.12% — 722 $190K
Larson Financial Group LLC 0.01% Add +0.3% 707 $186K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.11% — 693 $183K
Washington Trust Advisors, Inc. 0.02% New 692 $182K
Cromwell Holdings LLC 0.10% No change 685 $180K
NFSG Corp 0.04% New 660 $174K
ORG Partners LLC 0.02% Reduce -2.7% 659 $174K
Rosenberg Matthew Hamilton 0.04% Reduce -5.1% 656 $173K
Missouri Trust & Investment Co 0.06% Reduce -2.0% 650 $171K
Lee Danner & Bass Inc. 0.01% New 628 $165K
Bruce G. Allen Investments, LLC 0.13% Reduce -10.9% 626 $165K
Thompson Investment Management, Inc. 0.02% Reduce -33.7% 590 $155K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 575 $155K
Westpac Banking Corp. 0.01% Add +5.6% 581 $153K
Rise Advisors, LLC 0.07% Reduce -8.1% 576 $152K
Solstein Capital, LLC 0.08% No change 563 $148K
Caldwell Sutter Capital, Inc. 0.07% Add +1.1% 551 $145K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -16.9% 549 $145K
Covestor Ltd 0.09% Reduce -15.5% 533 $141K
First Command Advisory Services, Inc. 0.00% Reduce -13.1% 523 $138K
Concord Wealth Partners 0.02% No change 515 $136K
Grove Bank & Trust 0.02% Add +44.4% 511 $135K
Gulf International Bank (UK) Ltd 0.00% Reduce -30.3% 489 $128K
Peoples Financial Services Corp. 0.06% No change 462 $122K
West Branch Capital LLC 0.04% No change 452 $119K
Coppell Advisory Solutions LLC 0.02% Reduce -15.2% 451 $119K
Plante Moran Financial Advisors, LLC 0.01% Add +1.1% 446 $118K
Johnson Financial Group, Inc. 0.01% Add +2.3% 450 $116K
Motco 0.01% No change 441 $116K
FSC Wealth Advisors, LLC 0.07% No change 440 $116K
Atlas Capital Advisors Inc. 0.01% Reduce -9.9% 435 $115K
Union Savings Bank 0.06% No change 434 $114K
Novem Group 0.02% — 424 $112K
Old Second National Bank of Aurora 0.02% Add +0.7% 414 $109K
Key Financial Inc 0.02% No change 410 $108K
Compagnie Lombard Odier SCmA 0.00% No change 400 $105K
Orion Capital Management LLC 0.04% New 386 $102K
Founders Capital Management 0.06% Add +28.3% 385 $101K
Centerpoint Advisors, LLC 0.04% No change 380 $100K
Ameriflex Group, Inc. 0.05% — 387 $99K
Estabrook Capital Management 0.02% No change 372 $98K
Godsey & Gibb, Inc. 0.01% Reduce -2.9% 371 $98K
Hopwood Financial Services, Inc. 0.07% — 370 $97K
Medallion Wealth Advisors, LLC 0.05% — 361 $97K
Catalyst Capital Advisors LLC 0.00% New 363 $96K
Private Wealth Management Group, LLC 0.04% Reduce -15.2% 357 $94K
Mascoma Wealth Management LLC 0.02% No change 350 $92K
Allianz SE 0.00% New 340 $90K
Barrett & Company, Inc. 0.04% No change 339 $89K
Atlantic Private Wealth, LLC 0.07% Add +0.3% 338 $89K
Continuum Advisory, LLC 0.01% Reduce -34.9% 338 $89K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -97.9% 334 $88K
Optimum Investment Advisors 0.04% Reduce -73.7% 322 $85K
Investors Research Corp 0.02% No change 315 $83K
Crewe Advisors LLC 0.01% Reduce -22.3% 313 $82K
Fortitude Family Office, LLC 0.03% No change 310 $82K
Erste Asset Management GmbH 0.00% No change 310 $82K
Westside Investment Management, Inc. 0.02% Reduce -2.8% 308 $81K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -0.3% 307 $81K
Arlington Trust Co LLC 0.02% New 302 $80K
Ransom Advisory, Ltd 0.04% Reduce -7.1% 300 $79K
Tsfg, LLC 0.02% Add +0.3% 299 $79K
Beacon Capital Management, LLC 0.01% Add +31.9% 298 $79K
St Germain D J Co. Inc. 0.00% Add +237.5% 297 $78K
Wood Tarver Financial Group, LLC 0.03% — 299 $78K
Murphy & Mullick Capital Management Corp 0.07% — 295 $78K
Guardian Wealth Management, Inc. 0.05% Add +0.3% 295 $78K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -1.4% 284 $75K
GKV Capital Management Co., Inc. 0.03% — 284 $75K
WPG Advisers, LLC 0.07% — 280 $74K
Hexagon Capital Partners LLC 0.01% Add +31.6% 279 $74K
Hemington Wealth Management 0.02% Add +1.5% 277 $73K
Silvant Capital Management LLC 0.00% No change 274 $72K
Richards, Merrill & Peterson, Inc. 0.04% — 273 $72K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -17.4% 271 $71K
GPS Wealth Strategies Group, LLC 0.01% No change 263 $69K
Zions Bancorporation, N.A. 0.00% No change 259 $68K
Versant Capital Management, Inc 0.01% Reduce -5.2% 255 $67K
Evelyn Partners Investment Management LLP 0.00% — 252 $66K
Financial Network Wealth Advisors LLC 0.12% Reduce -58.7% 248 $65K
Truvestments Capital LLC 0.02% Add +0.4% 246 $65K
Smithfield Trust Co 0.00% No change 245 $64K
Bellwether Advisors, LLC 0.01% New 239 $63K
Glen Eagle Advisors, LLC 0.01% Add +48.7% 229 $60K
Quent Capital, LLC 0.01% Add +0.9% 228 $60K
Aster Capital Management (DIFC) Ltd 0.02% New 228 $60K
Golden State Wealth Management, LLC 0.01% — 228 $60K
Kestra Investment Management, LLC 0.00% New 225 $59K
PSI Advisors, LLC 0.02% No change 225 $59K
Wintrust Investments LLC 0.05% Add +117.3% 226 $59K
Vermillion Wealth Management, Inc. 0.03% — 222 $58K
Riverview Trust Co 0.05% No change 221 $58K
Gables Capital Management Inc. 0.03% No change 220 $58K
Pacific Capital Wealth Advisors, Inc. 0.01% Reduce -4.4% 218 $57K
Sittner & Nelson, LLC 0.02% Reduce -8.4% 217 $57K
New England Capital Financial Advisors LLC 0.03% No change 209 $55K
Denver PWM, LLC 0.02% New 208 $55K
Canton Hathaway, LLC 0.01% No change 200 $53K
JNBA Financial Advisors 0.01% No change 201 $53K
IFS Advisors, LLC 0.04% New 200 $53K
Twin Lakes Capital Management, LLC 0.03% No change 200 $53K
Advantage Trust Co 0.03% Reduce -16.7% 200 $53K
Birchbrook, Inc. 0.03% No change 200 $53K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 200 $53K
Bradley & Co. Private Wealth Management, LLC 0.03% — 194 $51K
Cetera Trust Company, N.A 0.03% No change 184 $48K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.6% 182 $48K
Trifecta Capital Advisors, LLC 0.01% No change 181 $48K
Runnymede Capital Advisors, Inc. 0.04% — 180 $47K
Field & Main Bank 0.02% No change 180 $47K
GoalVest Advisory LLC 0.01% No change 179 $47K
Talon Private Wealth, LLC 0.01% New 176 $46K
Coston, McIsaac & Partners 0.01% No change 178 $46K
MV Capital Management, Inc. 0.00% Reduce -0.6% 174 $46K
Cape Investment Advisory, Inc. 0.02% Add +16.1% 173 $46K
Park Square Financial Group, LLC 0.03% — 167 $44K
Centricity Wealth Management, LLC 0.04% — 166 $44K
Core Alternative Capital 0.01% Reduce -22.5% 165 $43K
First PREMIER Bank 0.01% No change 161 $43K
Arax Advisory Partners 0.00% Add +35.8% 163 $43K
Lazard Asset Management LLC 0.00% Reduce -2.4% 162 $42K
Crews Bank & Trust 0.01% — 159 $42K
Nvwm, LLC 0.01% Reduce -3.7% 156 $41K
Meeder Asset Management Inc. 0.00% Add +234.8% 154 $41K
Riggs Asset Managment Co. Inc. 0.01% No change 145 $38K
Gleason Group, Inc. 0.01% Add +0.7% 145 $38K
Prestige Wealth Management Group LLC 0.01% No change 143 $38K
REAP Financial Group, LLC 0.01% Add +51.1% 142 $37K
Carolinas Wealth Consulting LLC 0.01% Reduce -4.7% 142 $37K
Winch Advisory Services, LLC 0.01% Add +32.0% 136 $36K
Cornerstone Planning Group LLC 0.01% Reduce -2.9% 132 $36K
Princeton Global Asset Management LLC 0.01% No change 135 $36K
Mowery & Schoenfeld Wealth Management, LLC 0.07% Add +73.7% 132 $35K
BankPlus Trust Department 0.01% — 132 $35K
Rakuten Securities, Inc. 0.01% Add +170.8% 130 $34K
Lavaca Capital LLC 0.01% New 128 $34K
Millstone Evans Group, LLC 0.02% — 125 $33K
Bear Mountain Capital, Inc. 0.01% No change 122 $33K
Briaud Financial Planning Inc 0.01% No change 125 $32K
SIMA Wealth Partners, LLC 0.03% No change 120 $32K
Mainstream Capital Management LLC 0.02% New 119 $31K
Richardson Financial Services Inc. 0.02% Reduce -0.8% 118 $31K
Financial Perspectives, Inc 0.01% Add +195.0% 118 $31K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 116 $31K
Abound Wealth Management 0.01% Reduce -0.8% 117 $31K
Peterson Wealth Services 0.01% No change 114 $30K
Spectrum Wealth Counsel, LLC 0.00% No change 113 $30K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -36.4% 110 $29K
Sugar Maple Asset Management, LLC 0.02% New 108 $28K
Ogorek Anthony Joseph /NY/ 0.01% No change 107 $28K
Hoey Investments, Inc. 0.00% New 105 $28K
Bell Investment Advisors, Inc 0.01% Reduce -1.9% 103 $27K
Copia Wealth Management 0.03% — 103 $27K
Householder Group Estate & Retirement Specialist, LLC 0.02% Reduce -12.4% 106 $27K
PARK CIRCLE Co 0.02% No change 100 $26K
Syntax Research, Inc. 0.02% Reduce -60.3% 100 $26K
American Capital Advisory, LLC 0.01% No change 100 $26K
Kohmann Bosshard Financial Services, LLC 0.00% New 100 $26K
Quintet Private Bank (Europe) S.A. 0.00% No change 100 $26K
Whipplewood Advisors, LLC 0.01% — 98 $26K
Financial Life Planners 0.02% — 94 $25K
Main Street Group, LTD 0.01% No change 94 $25K
Physician Wealth Advisors, Inc. 0.00% New 93 $25K
DecisionPoint Financial, LLC 0.01% No change 92 $24K
Cassady Schiller Wealth Management, LLC 0.01% Add +41.3% 89 $23K
Criterion Capital Advisors, LLC 0.01% No change 80 $23K
GW&K Investment Management, LLC 0.00% Reduce -8.3% 88 $23K
Towne Trust Company, N.A 0.01% No change 87 $23K
Slocum, Gordon & Co LLP 0.02% No change 86 $23K
Hara Capital LLC 0.01% No change 85 $22K
William B. Walkup & Associates, Inc. 0.01% No change 84 $22K
Aspect Partners, LLC 0.01% No change 81 $21K
Clarity Asset Management, Inc. 0.01% No change 80 $21K
Maryland Capital Advisors Inc. 0.01% No change 80 $21K
Retirement Wealth Solutions LLC 0.02% — 79 $20K
Bayforest Capital Ltd 0.03% — 77 $20K
DT Investment Partners, LLC 0.00% No change 77 $20K
WR Wealth Planners, LLC 0.01% Add +7.0% 76 $20K
Darwin Wealth Management, LLC 0.01% No change 75 $20K
SJS Investment Consulting Inc. 0.00% Reduce -73.4% 75 $20K
Consultiva Wealth Management, Corp. 0.10% New 73 $19K
Laurel Wealth Advisors LLC 0.00% No change 72 $19K
POM Investment Strategies, LLC 0.01% No change 71 $19K
Salomon & Ludwin, LLC 0.00% No change 71 $19K
Mb, Levis & Associates, LLC 0.01% No change 70 $18K
Game Plan Financial Advisors, LLC 0.01% No change 70 $18K
Iron Horse Wealth Management, LLC 0.01% No change 68 $18K
Perkins Coie Trust Co 0.00% No change 65 $17K
Loomis Sayles & Co. L P 0.00% Reduce -65.8% 65 $17K
Tucker Asset Management LLC 0.00% Add +39.1% 64 $17K
Red Tortoise LLC 0.01% No change 63 $17K
Archer Investment Corp 0.00% No change 61 $16K
PrairieView Partners, LLC 0.00% No change 63 $16K
Signature Resources Capital Management, LLC 0.01% No change 59 $16K
Synergy Investment Management, LLC 0.01% — 59 $16K
Cyrus J. Lawrence, LLC 0.00% New 60 $15K
Midwest Capital Advisors, LLC 0.01% — 56 $15K
Global Financial Private Client, LLC 0.01% Reduce -11.1% 56 $15K
Northwest Capital Management Inc 0.01% No change 56 $15K
Strategic Investment Solutions, Inc. 0.00% Reduce -1.8% 56 $15K
Eukles Asset Management 0.01% No change 55 $14K
Financial Management Professionals, Inc. 0.00% Add +150.0% 55 $14K
Steph & Co. 0.00% Reduce -47.5% 53 $14K
Fairway Wealth LLC 0.01% New 51 $13K
Modus Advisors, LLC 0.00% New 50 $13K
Cranbrook Wealth Management, LLC 0.00% No change 50 $13K
TFC Financial Management, Inc. 0.00% No change 47 $12K
Kennebec Savings Bank 0.01% Reduce -10.0% 45 $12K
WealthTrak Capital Management LLC 0.01% — 45 $12K
Legend Financial Advisors, Inc. 0.01% No change 45 $12K
MPWM Advisory Solutions, LLC 0.01% — 44 $12K
Bank & Trust Co 0.01% No change 42 $11K
Avion Wealth 0.00% Add +41.9% 44 $11K
Hudson Edge Investment Partners Inc. 0.00% No change 40 $11K
Highline Wealth Partners LLC 0.00% Reduce -26.4% 39 $10K
Dunhill Financial, LLC 0.00% Reduce -15.6% 38 $10K
SOA Wealth Advisors, LLC. 0.00% No change 38 $10K
Westend Capital Management, LLC 0.00% No change 38 $10K
Valley National Advisers Inc. 0.00% Add +62.5% 39 $10K
Avalon Trust Co 0.00% New 37 $10K
McIlrath & Eck, LLC 0.00% No change 37 $10K
Synergy Asset Management, LLC 0.00% New 32 $10K
Ruedi Wealth Management, Inc. 0.00% No change 33 $9K
Comprehensive Financial Planning, Inc. 0.01% — 32 $8K
Keener Financial Planning LLC 0.00% No change 31 $8K
Rialto Wealth Management, LLC 0.00% — 29 $8K
Atala Financial Inc 0.01% — 28 $7K
Morton Brown Family Wealth, LLC 0.00% No change 27 $7K
Duncker Streett & Co. Inc. 0.00% No change 27 $7K
Evelyn Partners Investment Management Services Ltd 0.00% — 26 $7K
FSA Wealth Management LLC 0.00% No change 25 $7K
Country Trust Bank 0.00% No change 25 $7K
Noble Wealth Management PBC 0.00% — 24 $6K
Carolina Wealth Advisors, LLC 0.00% No change 23 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 22 $6K
Bellevue Asset Management, LLC 0.00% New 22 $6K
Montag A & Associates Inc. 0.00% Reduce -90.9% 21 $6K
Capital A Wealth Management, LLC 0.01% — 20 $5K
MRP Capital Investments, LLC 0.00% No change 20 $5K
New Millennium Group LLC 0.00% New 20 $5K
Stephens Consulting, LLC 0.00% No change 19 $5K
Colonial Trust Advisors 0.00% Reduce -88.3% 19 $5K
Vision Financial Markets LLC 0.01% — 18 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 17 $4K
Raffa Wealth Management, LLC 0.00% Add +183.3% 17 $4K
Delos Wealth Advisors, LLC 0.00% No change 16 $4K
Wolff Wiese Magana LLC 0.00% No change 15 $4K
Conquis Financial LLC 0.00% — 15 $4K
Atlatl Advisers LLC 0.00% — 15 $4K
IAG Wealth Partners, LLC 0.00% No change 15 $4K
Valued Wealth Advisors LLC 0.00% No change 14 $4K
Pineridge Advisors LLC 0.00% No change 14 $4K
RE Dickinson Investment 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 $3K
Painted Porch Advisors LLC 0.00% New 12 $3K
SWAN Capital LLC 0.00% No change 12 $3K
Hilltop National Bank 0.00% No change 12 $3K
Quarry LP 0.00% Reduce -99.4% 12 $3K
Provenance Wealth Advisors, LLC 0.00% No change 12 $3K
Pacifica Partners Inc. 0.00% Reduce -89.3% 12 $3K
Parvin Asset Management, LLC 0.00% — 10 $3K
Burkett Financial Services, LLC 0.00% No change 10 $3K
Fortis Group Advisors, LLC 0.00% No change 10 $3K
NewSquare Capital LLC 0.00% New 10 $3K
Granite FO LLC 0.00% No change 9 $2K
FPC Investment Advisory, Inc. 0.00% No change 8 $2K
Lanark Financial, Inc. 0.18% — 7 $2K
Winnacle Wealth LLC 0.00% — 8 $2K
WealthCollab, LLC 0.00% No change 6 $2K
Hollencrest Capital Management 0.00% No change 6 $2K
BOK Financial Private Wealth, Inc. 0.00% New 6 $2K
Anderson Financial Strategies, LLC 0.00% — 4 $1K
McClarren Financial Advisors, Inc. 0.00% New 4 $1K
Picton Mahoney Asset Management 0.00% No change 4 $1K
Breakwater Investment Management 0.00% No change 3 $791
Principia Wealth Advisory, LLC 0.00% — 3 $790
Horizon Financial Services, LLC 0.00% No change 3 $790
True Wealth Design, LLC 0.00% Reduce -97.3% 3 $725
Activest Wealth Management 0.00% New 2 $527
Raiffeisen Bank International AG 0.00% — 2 $526
Harvest Fund Management Co., Ltd 0.00% Reduce -88.9% 1 $0
Evolution Advisers, Inc. 0.00% No change 2 $0
Navigoe, LLC 0.00% — 3 $0

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