General DynamicsGD

13F holders, Q1 2025 (March 31)
1,831holders −17
124new positions
139sold out
10famous investors
$272.56avg. 13F price*

At the end of Q1 2025, 1,831 institutions reported holding General Dynamics Corp. (GD) in their 13F filings, down 17 from Q4 2024. 124 opened new positions and 139 sold out. The largest holders were Longview Asset Management, LLC ($7.7B), Vanguard Group Inc. ($6.4B) and BlackRock, Inc. ($4.6B). 10 famous investors held it, including Tom Gayner (0.9% of Markel Group's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions124$389.3M
Exits139$336.7M

All 13F filers, Q4 2024 → Q1 2025: 12,055,248 shares bought and 14,592,076 shares sold, net −2,536,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,831 holders

Longview Asset Management, LLC 96.11% No change 28,097,732 $7.7B
Vanguard Group Inc. 0.12% Reduce -0.7% 23,610,979 $6.4B
BlackRock, Inc. 0.10% Add +1.8% 16,814,815 $4.6B
Newport Trust Company, LLC 10.32% Reduce -1.4% 14,760,983 $4.0B
State Street Corp. 0.12% Reduce -1.6% 11,020,773 $3.0B
Bank of America Corp. 0.21% Add +17.7% 8,691,522 $2.4B
Capital Research Global Investors 0.42% Add +4.1% 7,010,280 $1.9B
Massachusetts Financial Services Co. 0.61% Reduce -9.0% 6,704,993 $1.8B
Morgan Stanley 0.13% Add +22.9% 6,587,411 $1.8B
Wells Fargo & Company 0.39% Reduce -2.2% 5,959,289 $1.6B
Geode Capital Management, LLC 0.12% Add +1.5% 5,771,801 $1.6B
JPMorgan Chase & Co. 0.11% Add +4.9% 5,502,305 $1.5B
Sanders Capital, LLC 1.70% Reduce -0.7% 4,182,036 $1.1B
Wellington Management Group LLP 0.20% Reduce -55.2% 3,718,924 $1.0B
FMR LLC 0.06% Reduce -10.3% 3,366,163 $917.5M
Aristotle Capital Management, LLC 1.55% Reduce -3.7% 2,861,838 $780.1M
Ameriprise Financial Inc. 0.20% Add +34.8% 2,748,380 $749.3M
Royal Bank of Canada 0.16% Reduce -8.3% 2,692,107 $733.8M
Northern Trust Corp. 0.10% Reduce -1.8% 2,558,472 $697.4M
Invesco Ltd. 0.12% Reduce -2.2% 2,376,290 $647.7M
Franklin Resources Inc. 0.13% Reduce -3.4% 1,670,841 $455.4M
Bank of New York Mellon Corp 0.09% Reduce -3.2% 1,651,720 $450.2M
UBS Group AG 0.10% Add +5.3% 1,631,210 $444.6M
Charles Schwab Investment Management Inc. 0.08% Add +0.3% 1,582,388 $431.3M
Dimensional Fund Advisors LP 0.10% Reduce -0.9% 1,528,204 $416.6M
Bank of Montreal 0.20% Reduce -1.2% 1,360,901 $371.0M
Boston Partners 0.43% Add +7.9% 1,296,497 $353.6M
Deutsche Bank AG 0.14% Add +120.9% 1,261,525 $343.9M
Goldman Sachs Group Inc. 0.06% Reduce -3.8% 1,231,038 $335.6M
Legal & General Group Plc 0.08% Add +1.4% 1,069,651 $291.6M
HSBC Holdings PLC 0.19% Reduce -17.6% 1,063,529 $289.8M
Nuveen, LLC 0.08% — 999,574 $272.5M
First Trust Advisors LP 0.23% Add +8.1% 931,718 $254.0M
California Public Employees Retirement System 0.17% Reduce -3.5% 880,088 $239.9M
Envestnet Asset Management Inc. 0.08% Add +0.2% 877,941 $239.3M
Two Sigma Advisers, LP 0.47% Reduce -6.7% 762,400 $207.8M
Cullen Capital Management, LLC 2.37% Add +1.4% 752,071 $205.0M
Raymond James Financial Inc. 0.08% Reduce -0.4% 745,336 $203.2M
Squarepoint Ops LLC 0.49% Add +92.4% 735,288 $200.4M
Barclays PLC 0.09% Add +25.2% 725,801 $197.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +4.3% 686,907 $187.2M
Freestone Grove Partners LP 1.92% New 682,976 $186.2M
ProShare Advisors LLC 0.42% Add +2.3% 677,694 $184.7M
Swiss National Bank 0.13% Reduce -0.1% 659,246 $179.7M
Citadel Advisors 0.18% Add +1212.3% 653,098 $178.0M
Arrowstreet Capital, Limited Partnership 0.14% Add +1628.1% 649,035 $176.9M
Primecap Management Co. 0.14% Reduce -11.3% 602,840 $164.3M
D. E. Shaw & Co. 0.21% Add +186.1% 601,809 $164.0M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +0.1% 591,630 $161.3M
National Pension Service 0.15% Add +11.2% 560,392 $152.8M
Manufacturers Life Insurance Company, The 0.14% Reduce -0.8% 540,595 $147.4M
Two Sigma Investments, LP 0.33% Reduce -22.4% 538,649 $146.8M
AQR Capital Management 0.15% Add +17.0% 532,816 $145.2M
National Bank of Canada 0.16% Add +44.6% 508,344 $138.6M
Rhumbline Advisers 0.13% Reduce -3.3% 498,920 $136.0M
LPL Financial LLC 0.05% Add +12.0% 496,507 $135.3M
BNP Paribas Financial Markets 0.10% Reduce -12.4% 484,512 $132.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +10.4% 463,917 $126.5M
Penserra Capital Management LLC 2.10% Add +20.6% 430,998 $117.5M
Hotchkis & Wiley Capital Management LLC 0.37% Reduce -0.6% 406,362 $110.8M
Markel Group 0.95% No change 391,000 $106.6M
T. Rowe Price Associates Inc. 0.01% Reduce -89.4% 380,781 $103.8M
California State Teachers Retirement System 0.13% Reduce -0.6% 379,489 $103.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.22% Add +55.7% 379,461 $103.4M
Thrivent Financial for Lutherans 0.22% Reduce -0.6% 361,661 $98.8M
Citigroup Inc. 0.07% Add +75.6% 356,473 $97.2M
New York State Common Retirement Fund 0.14% Reduce -13.7% 348,536 $95.0M
Millennium Management 0.09% Reduce -9.4% 346,037 $94.3M
Canada Pension Plan Investment Board 0.09% Add +85.8% 337,612 $92.0M
Russell Investments Group, Ltd. 0.12% Reduce -5.4% 326,148 $88.9M
Equity Investment Corp. 1.87% Add +21.3% 306,484 $83.5M
Qube Research & Technologies Ltd 0.12% Add +48.8% 291,389 $79.4M
Zacks Investment Management 0.74% Add +2.5% 290,918 $79.3M
Blair William & Co. 0.24% Reduce -8.7% 290,567 $79.2M
Sei Investments Co. 0.10% Add +1.8% 290,066 $79.1M
Renaissance Technologies 0.12% New 285,900 $77.9M
Principal Financial Group Inc. 0.04% Reduce -2.2% 285,791 $77.9M
Truist Financial Corp. 0.12% Reduce -4.5% 285,086 $77.7M
Westwood Holdings Group Inc. 0.59% Reduce -26.2% 281,745 $76.8M
Pzena Investment Management LLC 0.27% Add +2.9% 278,528 $75.9M
Public Employees Retirement Association of Colorado 0.32% Reduce -0.2% 274,584 $74.8M
Voloridge Investment Management, LLC 0.27% Reduce -32.4% 271,198 $73.9M
Natixis Advisors, LLC 0.14% Add +8.2% 269,515 $73.5M
Man Group plc 0.22% Add +549.9% 266,555 $72.7M
Alliancebernstein L.P. 0.03% Reduce -1.1% 263,056 $71.7M
Vident Advisory, LLC 1.04% Add +183.1% 261,484 $71.3M
Bahl & Gaynor LLC 0.35% Add +3.4% 252,180 $68.7M
Stifel Financial Corp. 0.07% Reduce -5.3% 250,132 $68.2M
Los Angeles Capital Management LLC 0.30% Add +58.8% 247,482 $67.5M
State Board of Administration of Florida Retirement System 0.13% No change 241,403 $65.8M
Fifth Third Bancorp 0.24% Add +0.7% 232,778 $63.5M
New York State Teachers Retirement System 0.14% Reduce -0.3% 221,632 $60.4M
SG Americas Securities, LLC 0.21% Add +1488.8% 221,484 $60.4M
Nomura Asset Management Co. Ltd. 0.18% Add +7.8% 215,309 $58.7M
Saratoga Research & Investment Management 3.09% Reduce -7.8% 214,865 $58.6M
Janney Montgomery Scott LLC 0.16% Reduce -4.8% 209,813 $57.2M
Vest Financial, LLC 0.87% Add +9.3% 206,554 $56.3M
PNC Financial Services Group, Inc. 0.03% Reduce -3.0% 203,695 $55.5M
HighTower Advisors, LLC 0.07% Reduce -20.3% 194,905 $53.1M
Victory Capital Management Inc. 0.06% Reduce -37.8% 194,337 $53.0M
Earnest Partners LLC 0.25% Reduce -3.0% 190,111 $51.8M
TD Asset Management Inc 0.05% Add +19.8% 186,456 $50.8M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -41.3% 183,702 $50.1M
Prudential Financial Inc. 0.07% Add +20.7% 180,777 $49.3M
Commonwealth Equity Services, LLC 0.07% Add +5.4% 175,264 $47.8M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -17.9% 172,361 $47.0M
Susquehanna Fundamental Investments, LLC 0.78% Add +16827.6% 170,969 $46.6M
Clark Capital Management Group, Inc. 0.32% Add +2.9% 164,641 $44.9M
Regions Financial Corp. 0.32% Reduce -12.1% 158,397 $43.2M
Edgar Lomax Co. 2.47% Add +19.9% 145,169 $39.6M
Ancora Advisors LLC 0.86% Add +1.4% 141,860 $38.7M
Bartlett & Co. Wealth Management LLC 0.57% Reduce -2.1% 141,595 $38.6M
Conning Inc. 1.38% Add +3.5% 137,531 $37.5M
Peapack Gladstone Financial Corp. 0.54% Reduce -1.5% 134,118 $36.6M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -2.3% 133,519 $36.4M
HM Payson & Co. 0.63% Reduce -1.0% 131,926 $36.0M
State of Wisconsin Investment Board 0.09% Add +1.9% 131,406 $35.8M
Treasurer of the State of North Carolina 0.14% Reduce -0.9% 130,063 $35.5M
&partners 0.36% Reduce -3.3% 127,345 $34.3M
Bank of Nova Scotia 0.08% Add +68.2% 125,126 $34.1M
Smith Chas P & Associates Pa Cpas 1.98% Add +5.4% 124,757 $34.0M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -2.5% 124,071 $33.8M
Toronto Dominion Bank 0.09% Reduce -8.0% 124,060 $33.8M
Oppenheimer Asset Management Inc. 0.42% Add +1.0% 124,032 $33.8M
Randolph Co Inc 3.91% Reduce -0.6% 122,701 $33.4M
Royal London Asset Management Ltd. 0.08% Add +1.4% 122,638 $33.4M
Polaris Capital Management, LLC 1.83% Reduce -12.3% 117,154 $31.9M
Worldquant Millennium Advisors LLC 0.20% Add +46.6% 114,710 $31.3M
Public Employees Retirement System of Ohio 0.11% Reduce -3.5% 113,751 $31.0M
Quantinno Capital Management LP 0.20% Add +145.5% 113,726 $31.0M
Amundi 0.01% Add +14.2% 113,902 $30.7M
Kornitzer Capital Management Inc. 0.64% Reduce -0.6% 112,634 $30.7M
Cetera Investment Advisers 0.06% Add +7.2% 111,710 $30.5M
Ceredex Value Advisors LLC 0.66% New 110,575 $30.1M
Allspring Global Investments Holdings, LLC 0.05% Reduce -14.1% 109,893 $30.1M
Florida Trust Wealth Management Co 0.98% Reduce -1.8% 110,444 $30.1M
Corient Private Wealth LP 0.05% Reduce -3.8% 110,255 $30.1M
US Bancorp \de 0.04% Add +0.8% 108,985 $29.7M
Jones Financial Companies LLLP 0.03% Add +31.5% 105,933 $28.6M
Rockefeller Capital Management L.P. 0.07% Add +10.0% 104,774 $28.6M
Sabal Trust CO 1.58% Reduce -0.5% 104,532 $28.5M
Korea Investment CORP 0.07% Reduce -39.8% 101,957 $27.8M
Fidelity National Financial, Inc. 0.61% No change 100,000 $27.3M
Caisse de depot et placement du Quebec 0.06% Reduce -53.6% 99,192 $27.0M
Epoch Investment Partners, Inc. 0.14% Reduce -2.7% 98,471 $26.8M
Osaic Holdings, Inc. 0.06% Reduce -16.9% 96,647 $26.4M
Chilton Capital Management LLC 1.14% Add +0.9% 96,250 $26.2M
Teacher Retirement System of Texas 0.11% Reduce -16.6% 96,201 $26.2M
Barrow Hanley Mewhinney & Strauss LLC 0.09% Reduce -4.8% 95,936 $26.2M
Asset Management One Co., Ltd. 0.09% Add +8.1% 94,767 $25.8M
TD Waterhouse Canada Inc. 0.21% Reduce -16.7% 93,021 $25.5M
Voya Investment Management LLC 0.03% Reduce -1.0% 92,886 $25.3M
Macquarie Group Ltd. 0.03% Add +0.6% 91,707 $25.0M
Mariner, LLC 0.04% Add +0.4% 91,103 $24.8M
Neuberger Berman Group LLC 0.02% Reduce -10.0% 89,801 $24.5M
Focus Partners Wealth 0.06% Reduce -4.0% 89,237 $24.3M
State of Tennessee, Department of Treasury 0.09% Add +9.4% 88,656 $24.2M
Nisa Investment Advisors, LLC 0.12% Add +2.4% 88,642 $24.2M
Gotham Asset Management 0.20% Reduce -23.6% 87,582 $23.9M
Resona Asset Management Co.,Ltd. 0.13% Add +9.8% 85,556 $23.3M
Confluence Investment Management LLC 0.33% Reduce -2.6% 84,424 $23.0M
Becker Capital Management Inc. 0.75% Reduce -2.1% 83,396 $22.7M
Mackenzie Financial Corp. 0.03% Reduce -9.4% 83,138 $22.7M
Professional Advisory Services Inc. 2.82% Add +4.8% 81,929 $22.3M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -2.3% 81,613 $22.2M
United Capital Financial Advisors, LLC 0.19% Reduce -17.7% 79,208 $21.6M
Roffman Miller Associates Inc. 1.35% Add +14.1% 78,606 $21.4M
D.A. Davidson & Co. 0.17% Add +4.8% 78,573 $21.4M
Distillate Capital Partners LLC 1.09% Reduce -6.3% 77,925 $21.2M
State of New Jersey Common Pension Fund D 0.10% Reduce -8.8% 77,883 $21.2M
Holowesko Partners Ltd. 7.93% Add +29.9% 77,820 $21.2M
Baird Financial Group, Inc. 0.04% Add +1.5% 77,393 $21.1M
CIBC Asset Management Inc 0.07% Add +29.5% 75,491 $20.6M
CANADA LIFE ASSURANCE Co 0.04% Add +6.0% 75,305 $20.5M
Comerica Bank 0.09% Add +0.2% 75,203 $20.5M
Thomasville National Bank 1.49% Add +3.3% 74,754 $20.4M
Martingale Asset Management L P 0.52% Reduce -6.4% 74,565 $20.3M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Add +9.9% 74,269 $20.2M
MML Investors Services, LLC 0.07% Add +0.8% 72,791 $19.8M
CIBC Private Wealth Group LLC 0.04% Reduce -0.1% 77,144 $19.6M
Lido Advisors, LLC 0.11% Add +1.3% 70,565 $19.2M
Panagora Asset Management Inc. 0.09% Add +305.8% 69,732 $19.0M
U.S. Capital Wealth Advisors, LLC 0.58% Add +111.6% 69,457 $18.9M
State of Michigan Retirement System 0.11% Reduce -1.7% 68,812 $18.8M
Arizona State Retirement System 0.12% Add +2.2% 68,591 $18.7M
Assetmark, Inc. 0.05% Reduce -1.5% 67,719 $18.5M
Cwm, LLC 0.07% Reduce -0.5% 66,743 $18.2M
MetLife Investment Management, LLC 0.10% Reduce -3.4% 66,254 $18.1M
Creative Planning 0.02% Add +43.8% 66,214 $18.0M
Credit Agricole S A 0.07% Reduce -54.5% 65,592 $17.9M
Cibc World Market Inc. 0.04% Add +47.9% 65,452 $17.8M
Commerce Bank 0.11% Add +1.2% 63,953 $17.4M
Hendershot Investments Inc. 2.35% Add +64.0% 63,237 $17.2M
O'shaughnessy Asset Management, LLC 0.14% Add +6.8% 62,783 $17.1M
NorthCrest Asset Manangement, LLC 0.51% Add +2.9% 61,640 $16.8M
Pinnacle Financial Partners Inc 0.34% Add +1.5% 63,228 $16.7M
Cerity Partners LLC 0.03% Add +3.1% 61,304 $16.7M
STRS Ohio 0.07% Reduce -17.3% 61,085 $16.7M
Bokf, NA 0.29% Add +11.1% 60,074 $16.4M
Henshaw Capital LLC 0.71% Reduce -58.5% 59,000 $16.1M
Oakworth Capital, Inc. 1.11% Add +4.8% 58,356 $15.9M
Czech National Bank 0.15% Add +4.1% 58,282 $15.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +2.1% 58,251 $15.9M
Edgemoor Investment Advisors, Inc. 1.47% Add +2.0% 58,090 $15.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +5.8% 58,029 $15.8M
U S Global Investors Inc. 2.08% Reduce -27.3% 57,780 $15.7M
Running Oak Capital LLC 1.89% Add +23.5% 57,556 $15.7M
Clough Capital Partners L P 1.98% Add +33.8% 57,536 $15.7M
Kayne Anderson Rudnick Investment Management LLC 0.04% Add +0.0% 57,500 $15.7M
Nixon Peabody Trust Co. 1.32% Add +1.4% 56,859 $15.5M
Corebridge Financial, Inc. 0.09% Reduce -4.6% 56,595 $15.4M
Paradiem, LLC 4.23% Reduce -1.4% 56,282 $15.3M
Torray Investment Partners LLC 2.28% No change 56,037 $15.3M
Dearborn Partners LLC 0.72% Reduce -3.5% 55,360 $15.1M
Cartenna Capital, LP 1.21% New 55,000 $15.0M
Retirement Systems of Alabama 0.06% Reduce -2.4% 54,528 $14.9M
Natixis 0.09% Add +240.5% 54,759 $14.8M
Mather Group, Llc. 0.17% Add +4521.7% 54,074 $14.7M
Arvest Bank Trust Division 0.93% Reduce -12.7% 53,802 $14.7M
Yousif Capital Management, LLC 0.17% Add +0.1% 53,182 $14.5M
Kestra Private Wealth Services, LLC 0.24% Add +3.1% 52,743 $14.4M
Brandes Investment Partners, LP 0.15% Add +1.4% 52,376 $14.3M
Azimuth Capital Investment Management LLC 0.56% Reduce -12.4% 51,981 $14.2M
Amalgamated Bank 0.12% Add +0.5% 51,924 $14.2M
Sanctuary Advisors, LLC 0.10% Reduce -6.1% 50,812 $13.9M
Edge Wealth Management LLC 2.81% Add +0.4% 50,774 $13.8M
Rothschild Investment LLC 0.88% Reduce -0.5% 48,333 $13.2M
M&T Bank Corp 0.05% Reduce -9.3% 47,430 $12.9M
Busey Bank 0.43% Reduce -0.4% 47,361 $12.9M
Brown Advisory Inc. 0.02% Reduce -2.2% 47,053 $12.8M
Pictet Asset Management Holding SA 0.01% Reduce -4.5% 46,805 $12.8M
United Bank 1.61% Reduce -9.3% 46,364 $12.6M
Narwhal Capital Management 1.11% Add +17.3% 45,628 $12.4M
Utah Retirement Systems 0.14% No change 45,319 $12.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -0.1% 44,698 $12.2M
South Dakota Investment Council 0.25% Add +1.7% 44,450 $12.1M
Calamos Advisors LLC 0.08% Add +1.1% 44,319 $12.1M
Palisade Asset Management, LLC 1.23% Add +1.1% 43,955 $12.0M
Weybosset Research & Management LLC 4.13% Reduce -0.1% 43,423 $11.8M
Willis Investment Counsel 0.78% No change 42,600 $11.6M
Kestra Advisory Services, LLC 0.06% Reduce -9.8% 42,418 $11.6M
Pinnacle Associates Ltd. 0.17% Reduce -0.5% 42,364 $11.5M
Robeco Institutional Asset Management B.V. 0.02% Reduce -4.3% 42,177 $11.5M
Teachers Retirement System of the State of Kentucky 0.10% Add +0.9% 41,913 $11.4M
Fulton Breakefield Broenniman LLC 0.82% Reduce -1.7% 41,479 $11.3M
Van Eck Associates Corp. 0.01% Add +4.4% 40,848 $11.1M
Captrust Financial Advisors 0.03% Add +9.9% 40,356 $11.0M
Police & Firemen's Retirement System of New Jersey 0.11% No change 39,797 $10.8M
Benjamin Edwards Inc. 0.15% Reduce -8.8% 39,743 $10.8M
Rafferty Asset Management, LLC 0.05% Reduce -16.7% 39,685 $10.8M
HB Wealth Management, LLC 0.09% Add +19.4% 38,979 $10.6M
One Capital Management, LLC 0.35% Add +9.9% 38,339 $10.5M
Richard C. Young & CO., LTD. 1.11% Reduce -2.5% 37,975 $10.4M
Thomas Story & Son LLC 4.02% Add +4.0% 37,908 $10.3M
Townsquare Capital LLC 0.11% Reduce -2.4% 37,880 $10.3M
Allianz Asset Management GmbH 0.02% Add +71.6% 37,829 $10.3M
Steward Partners Investment Advisory, LLC 0.09% Reduce -8.5% 37,628 $10.3M
Miramar Capital, LLC 2.44% Reduce -2.9% 37,611 $10.3M
Public Sector Pension Investment Board 0.04% Reduce -56.6% 37,147 $10.1M
Cadence Bank 0.72% Add +3.2% 37,102 $10.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +8.0% 37,434 $10.1M
Oppenheimer & Co. Inc. 0.15% Add +0.5% 36,866 $10.0M
Verition Fund Management LLC 0.06% Add +26.6% 36,814 $10.0M
Synovus Financial Corp. 0.13% Reduce -15.8% 36,552 $10.0M
NorthCoast Asset Management LLC 0.05% Reduce -2.1% 36,549 $10.0M
Crossmark Global Holdings, Inc. 0.17% Add +0.3% 35,861 $9.8M
State of Alaska, Department of Revenue 0.11% Add +0.9% 35,786 $9.8M
Mercer Global Advisors Inc. 0.02% Reduce -4.7% 35,775 $9.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.0% 35,745 $9.7M
Trexquant Investment LP 0.11% Reduce -52.6% 35,529 $9.7M
Daiwa Securities Group Inc. 0.04% Add +10.8% 35,461 $9.7M
Mattern Capital Management, LLC 1.23% Add +1.2% 35,407 $9.7M
Ensign Peak Advisors, Inc 0.02% Reduce -2.7% 35,267 $9.6M
Trajan Wealth LLC 0.51% Add +17.0% 34,274 $9.3M
Cresset Asset Management, LLC 0.05% Reduce -6.1% 34,168 $9.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -8.2% 34,096 $9.3M
NewEdge Advisors, LLC 0.06% Add +3.3% 34,074 $9.3M
Vaughan David Investments LLC 0.22% Reduce -0.9% 34,071 $9.3M
Allen Investment Management, LLC 0.11% No change 33,954 $9.3M
New York Life Investment Management LLC 0.09% Reduce -1.9% 33,893 $9.2M
DRH Investments, Inc. 10.80% Add +2.5% 33,873 $9.2M
Matrix Asset Advisors Inc. 1.01% Add +31.6% 33,644 $9.2M
DAVENPORT & Co LLC 0.05% Add +1.6% 33,399 $9.1M
ProVise Management Group, LLC 0.77% Add +8.1% 33,371 $9.1M
Haverford Trust Co 0.09% Reduce -1.4% 33,365 $9.1M
Xponance LLC 0.09% Add +2.3% 33,020 $9.0M
Olstein Capital Management, L.P. 1.66% Add +15.8% 33,000 $9.0M
Moran Wealth Management, LLC 0.30% Reduce -43.3% 32,776 $8.9M
Engineers Gate Manager LP 0.15% Add +104.7% 32,731 $8.9M
ING Groep NV 0.06% Reduce -1.7% 32,401 $8.8M
Atria Investments, Inc 0.11% Reduce -14.1% 32,304 $8.8M
Weatherly Asset Management L. P. 0.79% Add +2.0% 32,297 $8.8M
American National Bank & Trust 0.97% Add +142.6% 32,159 $8.8M
Amica Mutual Insurance Co. 0.95% No change 31,620 $8.6M
Marks Group Wealth Management, Inc 0.83% Add +18.1% 31,620 $8.6M
Orion Porfolio Solutions, LLC 0.08% Add +1.3% 31,606 $8.6M
Orion Portfolio Solutions, LLC 0.08% Add +1.3% 31,606 $8.6M
Sequoia Financial Advisors, LLC 0.07% Add +3.3% 31,372 $8.6M
Private Advisor Group, LLC 0.05% Add +38.2% 31,047 $8.5M
Caption Management, LLC 0.38% Reduce -14.2% 30,602 $8.3M
Guggenheim Capital LLC 0.08% Add +6.7% 30,551 $8.3M
Pathstone Holdings, LLC 0.04% Add +3.0% 30,523 $8.3M
Advisors Asset Management, Inc. 0.16% Reduce -1.6% 30,416 $8.3M
Aberdeen Group plc 0.02% Add +0.2% 30,453 $8.2M
Bogart Wealth, LLC 0.39% Add +1.8% 30,246 $8.2M
Howe & Rusling Inc. 0.69% Reduce -2.5% 29,983 $8.2M
MassMutual Private Wealth & Trust, FSB 0.23% Add +145.9% 29,799 $8.1M
Cibc World Markets Corp. 0.06% Reduce -25.1% 29,695 $8.1M
Glenmede Trust Co. NA 0.04% Reduce -5.0% 29,648 $8.1M
Empowered Funds, LLC 0.12% Add +205.9% 29,643 $8.1M
Entropy Technologies, LP 0.78% Add +16.9% 29,479 $8.0M
Mutual of America Capital Management LLC 0.09% Reduce -4.5% 29,467 $8.0M
Nissay Asset Management Corp. /Japan 0.05% Add +1.5% 29,244 $8.0M
CW Advisors, LLC 0.10% Add +1.1% 29,194 $8.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +7.0% 29,047 $7.9M
Occudo Quantitative Strategies LP 1.04% Add +444.4% 29,190 $7.9M
Atria Wealth Solutions, Inc. 0.09% Add +5.0% 28,369 $7.7M
Apella Capital, LLC 0.26% Add +0.3% 28,399 $7.7M
Harel Insurance Investments & Financial Services Ltd. 0.10% Add +35.3% 28,103 $7.7M
Principle Wealth Partners LLC 0.55% Add +2.1% 28,017 $7.6M
Brookstone Capital Management 0.11% Add +51.8% 27,943 $7.6M
Danske Bank A/S 0.02% Add +914.9% 27,402 $7.5M
Tompkins Financial Corp. 0.71% Add +1.2% 27,280 $7.4M
Vanguard Personalized Indexing Management, LLC 0.11% Add +18.6% 27,226 $7.4M
Eliot Finkel Investment Counsel, LLC 5.00% Reduce -1.6% 26,977 $7.4M
Allworth Financial LP 0.04% Add +0.2% 26,807 $7.3M
Kesler, Norman & Wride, LLC 1.37% Reduce -2.6% 26,327 $7.2M
Ieq Capital, LLC 0.06% Reduce -4.2% 25,802 $7.0M
Hunter Perkins Capital Management, LLC 1.64% Reduce -0.9% 25,772 $7.0M
Janus Henderson Group PLC 0.00% Add +3.1% 25,958 $7.0M
Fiduciary Trust Co 0.09% Reduce -7.3% 25,567 $7.0M
Cary Street Partners Financial LLC 0.22% Add +48.7% 25,544 $7.0M
Beacon Pointe Advisors, LLC 0.08% Add +321.7% 25,467 $6.9M
Sheaff Brock Investment Advisors, LLC 0.63% Add +2.2% 25,320 $6.9M
Intrust Bank NA 0.68% Add +0.1% 25,220 $6.9M
Spirepoint Private Client, LLC 0.90% New 25,196 $6.9M
Founders Capital Management, LLC 1.27% Reduce -2.5% 25,181 $6.9M
Capital City Trust Co. 1.87% Reduce -1.3% 25,003 $6.8M
Stonebridge Capital Management Inc. 2.94% Reduce -2.7% 24,948 $6.8M
Perennial Advisors, LLC 1.35% Add +1.6% 24,733 $6.7M
Advisory Services Network, LLC 0.13% Add +3.1% 24,701 $6.7M
Studio Investment Management LLC 1.38% Add +0.6% 24,561 $6.7M
Greatmark Investment Partners, Inc. 0.91% Add +7.4% 24,521 $6.7M
Schroder Investment Management Group 0.01% Add +11.0% 24,782 $6.7M
CENTRAL TRUST Co 0.16% Reduce -3.1% 24,415 $6.7M
Strategy Asset Managers LLC 1.34% Add +2.4% 23,828 $6.5M
First National Trust Co 0.26% Add +7.0% 23,798 $6.5M
Martin Investment Management, LLC 1.62% Reduce -0.1% 23,505 $6.4M
Wealthfront Advisers LLC 0.02% Reduce -7.9% 23,442 $6.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.75% Add +25.0% 23,250 $6.3M
GHP Investment Advisors, Inc. 0.30% Add +4.6% 23,243 $6.3M
Morgan Dempsey Capital Management LLC 2.63% Reduce -9.4% 23,123 $6.3M
WoodTrust Financial Corp 0.88% Add +7.4% 22,999 $6.3M
Vontobel Holding Ltd. 0.02% Add +1.1% 22,742 $6.2M
Schonfeld Strategic Advisors LLC 0.04% Reduce -32.9% 22,704 $6.2M
Rakuten Investment Management, Inc. 0.03% — 22,640 $6.1M
Arkadios Wealth Advisors 0.23% Add +9.7% 22,158 $6.0M
Toth Financial Advisory Corp. 0.72% Reduce -2.6% 22,071 $6.0M
Independent Advisor Alliance 0.20% Reduce -9.9% 21,930 $6.0M
Oregon Public Employees Retirement Fund 0.11% Reduce -1.3% 21,845 $6.0M
Stratos Investment Management, LLC 0.32% Add +23.1% 21,831 $6.0M
King Luther Capital Management Corp. 0.03% Reduce -0.9% 21,700 $5.9M
Community Bank & Trust, Waco, Texas 1.39% Reduce -0.6% 21,627 $5.9M
Cornerstone Advisors, LLC 0.25% No change 21,300 $5.8M
Bfsg, LLC 0.70% Reduce -0.8% 21,155 $5.8M
Glassy Mountain Advisors, Inc. 2.03% Add +0.7% 21,056 $5.7M
WESPAC Advisors SoCal, LLC 1.49% Reduce -0.7% 21,048 $5.7M
Susquehanna International Group, LLP 0.01% Reduce -86.3% 20,623 $5.6M
Mizuho Securities USA LLC 0.12% Reduce -16.9% 20,318 $5.5M
Mediolanum International Funds Ltd 0.08% Add +5.0% 20,524 $5.5M
Apollon Wealth Management, LLC 0.12% Reduce -2.1% 20,224 $5.5M
Orion Investment Co 2.25% Reduce -0.2% 20,158 $5.5M
Canal Insurance CO 1.29% No change 20,000 $5.5M
KCM Investment Advisors LLC 0.19% Reduce -1.2% 19,700 $5.4M
Hantz Financial Services, Inc. 0.09% Reduce -2.6% 19,507 $5.3M
Rodgers Brothers Inc. 0.71% Add +2.0% 19,491 $5.3M
Advisory Resource Group 1.07% Add +7.1% 19,200 $5.2M
Richard Bernstein Advisors LLC 0.12% Reduce -5.0% 18,934 $5.2M
CI Investments Inc. 0.02% Add +38.5% 18,902 $5.2M
Pacer Advisors, Inc. 0.01% Reduce -32.6% 18,790 $5.1M
Hilton Capital Management, LLC 0.43% Add +2.7% 18,727 $5.1M
IFM Investors Pty Ltd 0.06% No change 18,664 $5.1M
Kentucky Retirement Systems 0.15% Add +5.2% 18,647 $5.1M
UniSuper Management Pty Ltd 0.04% Add +2.8% 18,640 $5.1M
Waverly Advisors, LLC 0.06% Add +9.4% 18,580 $5.1M
OneDigital Investment Advisors LLC 0.06% Reduce -2.2% 18,550 $5.1M
Jacobs Levy Equity Management, Inc. 0.02% New 18,343 $5.0M
Swiss Life Asset Management Ltd 0.04% Add +28.7% 18,141 $4.9M
Numerai GP LLC 0.93% Add +57.8% 18,137 $4.9M
QRG Capital Management, Inc. 0.05% Reduce -6.2% 18,099 $4.9M
Avantax Advisory Services, Inc. 0.03% Reduce -2.8% 17,874 $4.9M
Alkeme Wealth, LLC 2.18% Add +1.7% 17,803 $4.9M
Equitable Holdings, Inc. 0.05% Add +3.6% 17,786 $4.8M
Stephens Inc. 0.07% Add +7.2% 17,786 $4.8M
KMG Fiduciary Partners, LLC 0.40% Add +4.6% 17,652 $4.8M
Argent Trust Co 0.20% Add +8.3% 17,634 $4.8M
Fishman Jay A Ltd. 0.52% Reduce -31.0% 17,549 $4.8M
Woodley Farra Manion Portfolio Management Inc. 0.24% Add +0.7% 17,543 $4.8M
NBT Bank, N.A. 0.34% Add +0.3% 17,443 $4.8M
Kensington Investment Counsel, LLC 2.09% Add +7.5% 17,255 $4.7M
Foster & Motley Inc. 0.30% Reduce -3.1% 17,254 $4.7M
Altrius Capital Management Inc 1.14% Add +5.3% 17,222 $4.7M
Rockline Wealth Management, LLC 1.29% Add +3.5% 17,051 $4.6M
Unison Advisors LLC 0.59% Add +0.5% 17,015 $4.6M
Leelyn Smith, LLC 0.82% Add +4.7% 16,993 $4.6M
Wedbush Securities Inc. 0.17% Add +2.0% 16,945 $4.6M
Arlington Partners LLC 1.80% Add +10.3% 16,835 $4.6M
Global Wealth Management Investment Advisory, Inc. 0.90% Add +11.5% 16,522 $4.5M
Stonebridge Financial Group, LLC 0.48% Add +4.8% 16,385 $4.5M
Bontempo Ohly Capital Mgmt LLC 2.15% Add +5.4% 16,381 $4.5M
Huntington National Bank 0.04% Reduce -7.4% 16,283 $4.4M
Evergreen Capital Management LLC 0.15% Add +309.1% 16,268 $4.4M
Keybank National Association 0.02% Reduce -1.8% 16,208 $4.4M
Mission Wealth Management, LP 0.11% Add +18.9% 16,144 $4.4M
Bridgewater Associates 0.02% New 15,912 $4.3M
PFG Advisors 0.24% Add +37.5% 15,903 $4.3M
American Century Companies Inc. 0.00% Add +3.6% 15,872 $4.3M
Northcape Wealth Management, LLC 1.39% Add +0.2% 15,769 $4.3M
Brevan Howard Capital Management LP 0.12% New 15,758 $4.3M
Concurrent Investment Advisors, LLC 0.10% Add +1.8% 15,752 $4.3M
Capital Analysts, LLC 0.16% Add +9.8% 15,590 $4.2M
Hartford Investment Management Co. 0.15% Reduce -2.9% 15,483 $4.2M
WCM Investment Management, LLC 0.01% Reduce -3.9% 15,556 $4.2M
HRT Financial LP 0.03% New 15,302 $4.2M
Manhattan West Asset Management, LLC 1.06% Add +2.2% 15,258 $4.2M
Farther Finance Advisors, LLC 0.11% Add +8.4% 15,096 $4.1M
Watchman Group, Inc. 1.16% Reduce -3.7% 15,125 $4.1M
Lummis Asset Management, LP 2.86% Add +96.6% 15,097 $4.1M
Trust Co. of Toledo NA 0.54% Add +0.8% 15,077 $4.1M
EP Wealth Advisors, LLC 0.03% Add +3.4% 15,011 $4.1M
Ameritas Investment Partners, Inc. 0.14% Reduce -1.6% 14,948 $4.1M
Sky Investment Group LLC 0.77% Add +6.5% 14,897 $4.1M
Somerset Trust Co 1.44% Add +2.6% 14,884 $4.1M
Essex Financial Services, Inc. 0.29% Reduce -3.9% 14,811 $4.0M
Webster Bank, N. A. 0.44% Reduce -1.4% 14,791 $4.0M
Soltis Investment Advisors LLC 0.36% Reduce -4.1% 14,775 $4.0M
Focus Partners Advisor Solutions, LLC 0.06% Add +237.6% 14,697 $4.0M
Dana Investment Advisors, Inc. 0.14% Reduce -4.9% 14,611 $4.0M
Burney Co./ 0.14% Reduce -2.3% 14,605 $4.0M
CCM Investment Group, LLC 0.42% New 14,791 $4.0M
Aptus Capital Advisors, LLC 0.04% Add +21.6% 14,385 $3.9M
Hendley & Co. Inc. 1.34% Add +0.4% 14,104 $3.8M
World Investment Advisors 0.10% Reduce -3.6% 14,082 $3.8M
Algert Global LLC 0.09% Add +23.8% 14,081 $3.8M
Brady Family Wealth, LLC 1.23% Add +5.3% 14,056 $3.8M
NovaPoint Capital, LLC 1.18% Add +1.5% 14,044 $3.8M
Semmax Financial Advisors Inc. 1.03% Add +259.3% 14,003 $3.8M
CX Institutional 0.14% Add +28.7% 13,868 $3.8M
MAI Capital Management 0.03% Reduce -6.9% 13,710 $3.7M
NEOS Investment Management LLC 0.07% Add +22.5% 13,646 $3.7M
Prime Capital Investment Advisors, LLC 0.04% Add +13.4% 13,604 $3.7M
Louisiana State Employees Retirement System 0.07% Reduce -2.2% 13,600 $3.7M
Sound View Wealth Advisors Group, LLC 0.30% Add +2.7% 13,586 $3.7M
1832 Asset Management L.P. 0.01% Add +2.6% 13,550 $3.7M
Valley Wealth Managers, Inc. 0.28% Add +1.7% 13,534 $3.7M
Securian Asset Management, Inc. 0.11% Reduce -2.9% 13,416 $3.7M
Norinchukin Bank, The 0.07% Add +14.2% 13,373 $3.6M
Ostrum Asset Management 0.19% Add +25.7% 13,319 $3.6M
Linscomb Wealth, Inc. 0.18% Reduce -0.5% 13,218 $3.6M
Strategic Blueprint, LLC 0.20% Reduce -0.4% 13,189 $3.6M
Parr McKnight Wealth Management Group, LLC 0.51% Reduce -4.4% 13,131 $3.6M
Murphy Pohlad Asset Management LLC 1.52% Reduce -9.1% 13,112 $3.6M
Kinloch Capital, LLC 1.68% Add +7.2% 12,897 $3.5M
Fairvoy Private Wealth, LLC 0.96% Reduce -22.0% 12,868 $3.5M
Maryland State Retirement & Pension System 0.08% Reduce -13.3% 12,767 $3.5M
Bath Savings Trust Co 0.36% Reduce -2.4% 12,722 $3.5M
Tidal Investments LLC 0.03% Reduce -87.1% 12,507 $3.4M
Nomura Holdings Inc. 0.02% Add +3.2% 12,408 $3.4M
Van Hulzen Asset Management, LLC 0.31% Reduce -0.2% 12,336 $3.4M
MainStreet Investment Advisors LLC 0.49% Add +0.3% 12,331 $3.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.56% Add +26.5% 12,296 $3.4M
LS Investment Advisors, LLC 0.51% Add +1.2% 12,201 $3.3M
Prospera Financial Services Inc 0.08% Add +0.7% 12,120 $3.3M
New Mexico Educational Retirement Board 0.12% Add +8.1% 12,014 $3.3M
Delta Capital Management LLC 1.93% Reduce -3.1% 12,010 $3.3M
Park National Corp. 0.12% Reduce -2.6% 11,976 $3.3M
Beaumont Financial Advisors, LLC 0.25% Reduce -3.9% 11,918 $3.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -34.7% 11,893 $3.2M
Essex LLC 0.70% Reduce -8.1% 11,879 $3.2M
Voleon Capital Management LP 0.25% Reduce -40.4% 11,815 $3.2M
Bard Financial Services, Inc. 0.39% Reduce -2.1% 11,795 $3.2M
Aquatic Capital Management LLC 0.08% New 11,782 $3.2M
Park Avenue Securities LLC 0.04% Add +12.7% 11,685 $3.2M
Summit Global Investments 0.23% New 11,676 $3.2M
Schulhoff & Co. Inc. 1.40% Add +0.7% 11,619 $3.2M
Trilogy Capital Inc. 0.16% Add +4.3% 11,507 $3.1M
Lowe Brockenbrough & Co. Inc. 0.21% Reduce -1.2% 11,500 $3.1M
Canandaigua National Bank & Trust Co. 0.31% Reduce -8.9% 11,455 $3.1M
X-Square Capital, LLC 1.34% Add +2.6% 11,402 $3.1M
Kingswood Wealth Advisors, LLC 0.28% Reduce -8.1% 11,353 $3.1M
Ritholtz Wealth Management 0.09% Add +5.5% 11,322 $3.1M
Grassi Investment Management 0.28% Reduce -0.9% 11,225 $3.1M
Prudential PLC 0.02% Reduce -39.8% 11,176 $3.0M
Merit Financial Group, LLC 0.05% Add +28.9% 11,154 $3.0M
AlphaQuest LLC 0.33% Add +61.9% 11,048 $3.0M
Caprock Group, LLC 0.09% Add +33.1% 11,020 $3.0M
Arvest Investments, Inc. 0.47% Add +2.8% 10,918 $3.0M
Dark Forest Capital Management LP 0.14% Add +308.4% 10,896 $3.0M
Independent Financial Group, LLC 0.10% Add +15.0% 10,889 $3.0M
Whittier Trust Co. 0.04% Reduce -0.1% 10,844 $3.0M
Exchange Capital Management, Inc. 0.48% Reduce -0.6% 10,830 $3.0M
Agf Management Ltd. 0.02% Reduce -2.4% 10,698 $2.9M
Rossmore Private Capital 0.36% Add +0.9% 10,678 $2.9M
Farmers National Bank 0.82% Add +1.9% 10,603 $2.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.19% Reduce -4.0% 10,598 $2.9M
Money Concepts Capital Corp. 0.22% Add +0.7% 10,577 $2.9M
Sit Investment Associates Inc. 0.07% Reduce -45.6% 10,537 $2.9M
Twin Tree Management, LP 0.06% Reduce -73.5% 10,481 $2.9M
Navellier & Associates Inc. 0.39% Reduce -11.6% 10,484 $2.9M
Mystic Asset Management, Inc. 0.75% Add +3.0% 10,428 $2.8M
Argonautica Private Wealth Management, Inc. 0.97% Add +0.6% 10,406 $2.8M
Herbst Group, LLC 2.01% Reduce -9.6% 10,404 $2.8M
Illinois Municipal Retirement Fund 0.04% Reduce -13.6% 10,357 $2.8M
First Business Financial Services, Inc. 0.28% Add +7.9% 10,327 $2.8M
TCTC Holdings, LLC 0.10% Add +8.3% 10,306 $2.8M
Investment Research & Advisory Group, Inc. 1.17% Add +6.2% 10,285 $2.8M
Integrated Wealth Concepts LLC 0.03% Add +7.1% 10,245 $2.8M
Twin Capital Management Inc. 0.32% Reduce -3.2% 10,176 $2.8M
Condor Capital Management 0.25% Add +0.3% 10,038 $2.7M
Scotia Capital Inc. 0.01% Reduce -27.0% 10,037 $2.7M
Wealth Advisors of Tampa Bay, LLC 1.11% Add +5.0% 10,016 $2.7M
Segall Bryant & Hamill, LLC 0.04% Reduce -0.6% 10,000 $2.7M
Talon Private Wealth, LLC 0.36% Add +5585.2% 10,006 $2.7M
Glenview Trust Co 0.05% Reduce -11.8% 9,904 $2.7M
Personal Cfo Solutions, LLC 0.55% Add +0.1% 9,877 $2.7M
Metis Global Partners, LLC 0.08% Add +18.5% 9,858 $2.7M
Kingsview Wealth Management, LLC 0.05% Add +3.0% 9,816 $2.7M
Boothbay Fund Management, LLC 0.10% New 9,791 $2.7M
Balyasny Asset Management L.P. 0.01% Add +31.4% 9,684 $2.6M
Mitchell & Pahl Private Wealth, LLC 1.23% Reduce -0.4% 9,672 $2.6M
Fonville Wealth Management LLC 0.78% No change 9,635 $2.6M
AustralianSuper Pty Ltd 0.01% No change 9,636 $2.6M
Modera Wealth Management, LLC 0.04% Reduce -7.4% 9,606 $2.6M
Delta Global Management LP 0.19% New 9,547 $2.6M
Diversify Wealth Management, LLC 0.19% Add +4.2% 9,494 $2.6M
Texas Yale Capital Corp. 0.11% Add +1.6% 9,440 $2.6M
Flputnam Investment Management Co. 0.05% Add +503.1% 9,420 $2.6M
LVW Advisors, LLC 0.31% Reduce -12.6% 9,413 $2.6M
Bragg Financial Advisors, Inc 0.11% Reduce -0.3% 9,407 $2.6M
William Allan Corp 1.59% Add +4.3% 9,294 $2.5M
ARS Wealth Advisors Group, LLC 0.36% Reduce -4.7% 9,225 $2.5M
SWS Partners 0.82% Add +18.2% 9,130 $2.5M
AG2R La Mondiale Gestion D'actifs 0.14% — 8,934 $2.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 9,125 $2.5M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +9.4% 9,095 $2.5M
Family Legacy, Inc. 0.85% Reduce -0.1% 9,078 $2.5M
Nations Financial Group Inc, /Ia/ 0.19% Reduce -20.8% 8,993 $2.5M
Citadel Investment Advisory, Inc. 1.20% No change 8,906 $2.4M
Alps Advisors Inc. 0.01% Add +1.0% 8,944 $2.4M
Moloney Securities Asset Management, LLC 0.33% Reduce -6.9% 8,816 $2.4M
Jamison Private Wealth Management, Inc. 0.37% Add +4.5% 8,791 $2.4M
Independence Bank of Kentucky 0.37% Reduce -0.6% 8,782 $2.4M
Morningstar Investment Services LLC 0.44% Reduce -32.6% 8,752 $2.4M
Fifth Third Wealth Advisors LLC 0.12% Reduce -11.0% 8,724 $2.4M
Brown Miller Wealth Management, LLC 0.82% Add +51.0% 8,708 $2.4M
Citizens Financial Group Inc. 0.05% Reduce -65.8% 8,676 $2.4M
Stokes Family Office, LLC 0.27% Reduce -15.8% 8,651 $2.4M
OMERS ADMINISTRATION Corp 0.02% Reduce -11.0% 8,626 $2.4M
Enterprise Bank & Trust Co 0.90% Add +1.6% 8,572 $2.3M
ICW Investment Advisors LLC 0.95% Add +0.7% 8,551 $2.3M
Mutual Advisors, LLC 0.07% Reduce -11.1% 8,566 $2.3M
Ethic Inc. 0.05% Add +19.6% 8,481 $2.3M
Shoker Investment Counsel, Inc. 0.78% Add +2.7% 8,503 $2.3M
NJ State Employees Deferred Compensation Plan 0.30% No change 8,500 $2.3M
Integrity Alliance, Llc. 0.09% Add +808.6% 8,495 $2.3M
IHT Wealth Management, LLC 0.07% Add +0.4% 8,464 $2.3M
Mechanics Financial Corp 1.05% Reduce -0.7% 8,457 $2.3M
Globeflex Capital L P 0.21% No change 8,457 $2.3M
Hancock Whitney Corp. 0.08% No change 8,456 $2.3M
Transcend Capital Advisors, LLC 0.17% Add +5.3% 8,439 $2.3M
Daymark Wealth Partners, LLC 0.10% Reduce -3.0% 8,370 $2.3M
Bank of Hawaii 0.13% Reduce -11.4% 8,358 $2.3M
Capital Investment Advisors, LLC 0.04% Reduce -14.6% 8,343 $2.3M
Verdence Capital Advisors LLC 0.17% Add +0.4% 8,323 $2.3M
Bessemer Group Inc. 0.00% Reduce -43.1% 8,313 $2.3M
Pinkerton Wealth, LLC 0.29% Reduce -1.3% 8,219 $2.2M
Leavell Investment Management, Inc. 0.11% Reduce -2.1% 8,205 $2.2M
Jacobi Capital Management LLC 0.16% Add +6.4% 8,078 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.5% 8,070 $2.2M
Silvercrest Asset Management Group LLC 0.02% Add +6.7% 8,054 $2.2M
Exencial Wealth Advisors, LLC 0.08% Reduce -0.5% 8,028 $2.2M
PYA Waltman Capital, LLC 0.69% Add +5.2% 8,023 $2.2M
Linden Thomas Advisory Services, LLC 0.28% Add +0.8% 7,992 $2.2M
Capital & Planning, LLC 1.61% Add +8.6% 7,949 $2.2M
Empirical Finance, LLC 0.13% Add +2.1% 7,945 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.16% Reduce -33.0% 7,942 $2.2M
Mark Sheptoff Financial Planning, LLC 1.19% No change 7,941 $2.2M
Principal Securities, Inc. 0.05% Add +0.5% 8,203 $2.2M
Jane Street Group, LLC 0.00% Reduce -67.1% 7,922 $2.2M
United Bank 0.89% Add +13.1% 7,910 $2.2M
High Note Wealth, LLC 0.53% Reduce -4.8% 7,899 $2.2M
Insight Inv LLC 1.48% Add +3.7% 7,879 $2.1M
Carnegie Investment Counsel 0.05% Reduce -9.3% 8,671 $2.1M
Formidable Asset Management, LLC 0.36% Reduce -3.4% 7,876 $2.1M
Stratos Wealth Partners, LTD. 0.03% Reduce -8.2% 7,829 $2.1M
Vectors Research Management, LLC 0.75% Add +1.3% 7,821 $2.1M
Secure Asset Management, LLC 0.43% Add +26.9% 7,764 $2.1M
Basepoint Wealth LLC 1.65% Reduce -0.7% 7,756 $2.1M
Procyon Advisors, LLC 0.13% Add +0.9% 7,744 $2.1M
1ST Source Bank 0.12% Reduce -1.3% 7,735 $2.1M
Fayez Sarofim & Co 0.01% No change 7,721 $2.1M
Grey Ledge Advisors, LLC 0.55% Add +0.2% 7,647 $2.1M
Woodmont Investment Counsel LLC 0.15% Reduce -0.6% 7,606 $2.1M
IFP Advisors, Inc 0.06% Add +10.6% 7,581 $2.1M
Citizens & Northern Corp. 0.58% Reduce -3.3% 7,570 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +43.2% 7,566 $2.1M
Intech Investment Management LLC 0.02% Reduce -19.5% 7,561 $2.1M
Philadelphia Trust Co. 0.18% No change 7,550 $2.1M
Peoples Bank 1.39% Reduce -0.3% 7,542 $2.1M
McKinley Carter Wealth Services, Inc. 0.13% Add +4.8% 7,516 $2.0M
RKL Wealth Management LLC 0.19% Add +1.4% 7,512 $2.0M
Lanark Financial, Inc. 0.17% — 7,500 $2.0M
Weaver C. Barksdale & Associates, Inc. 1.95% Reduce -2.4% 7,453 $2.0M
BTC Capital Management, Inc. 0.18% Add +23.6% 7,408 $2.0M
SevenBridge Financial Group, LLC 0.39% Reduce -20.8% 7,207 $2.0M
First Eagle Investment Management, LLC 0.00% No change 7,297 $2.0M
Norden Group LLC 0.23% Reduce -5.0% 7,296 $2.0M
HBK Sorce Advisory LLC 0.06% Reduce -1.8% 7,288 $2.0M
ARS Investment Partners, LLC 0.18% No change 7,502 $2.0M
CFS Investment Advisory Services, LLC 0.18% Reduce -5.8% 7,234 $2.0M
Choreo, LLC 0.03% Reduce -3.5% 7,200 $2.0M
Hills Bank & Trust Co 0.14% Add +2.0% 7,188 $2.0M
Beacon Financial Group 0.21% Add +4.0% 7,186 $2.0M
Citizens National Bank Trust Department 0.42% Reduce -3.1% 7,154 $2.0M
Valmark Advisers, Inc. 0.03% Reduce -1.0% 7,154 $2.0M
Callahan Advisors, LLC 0.19% Reduce -0.7% 7,147 $1.9M
Coldstream Capital Management Inc. 0.04% Reduce -2.3% 7,147 $1.9M
Columbus Macro, LLC 0.25% Add +0.3% 7,042 $1.9M
Trust Co. of Vermont 0.10% Reduce -0.7% 7,038 $1.9M
Harvest Investment Advisors, LLC 1.38% Add +2.6% 7,013 $1.9M
Martin Capital Partners, LLC 2.29% Add +1.1% 7,010 $1.9M
Accretive Wealth Partners, LLC 0.67% Add +11.2% 7,043 $1.9M
XML Financial, LLC 0.18% Reduce -6.2% 6,991 $1.9M
BKM Wealth Management, LLC 0.78% Add +10.8% 6,974 $1.9M
Valeo Financial Advisors, LLC 0.05% Add +12.4% 6,965 $1.9M
Cassaday & Co Wealth Management LLC 0.05% Reduce -0.2% 6,962 $1.9M
Fiduciary Group, LLC 0.19% Reduce -0.4% 6,870 $1.9M
Axxcess Wealth Management, LLC 0.05% Add +2.1% 6,836 $1.9M
Breakwater Capital Group 0.33% Add +0.7% 6,782 $1.8M
Altman Advisors, Inc. 0.85% Add +3.0% 6,785 $1.8M
Processus Wealth & Capital Management, LLC 1.57% Add +2.1% 6,769 $1.8M
Machina Capital S.A.S. 0.55% Add +497.2% 6,766 $1.8M
Griffin Asset Management, Inc. 0.23% Add +0.4% 6,750 $1.8M
Perigon Wealth Management, LLC 0.05% Add +3.6% 6,716 $1.8M
Caxton Associates LLP 0.06% — 6,712 $1.8M
Clearstead Advisors, LLC 0.03% Add +4.2% 6,690 $1.8M
First Horizon Advisors, Inc. 0.05% Reduce -0.4% 6,676 $1.8M
Radnor Capital Management, LLC 0.30% Add +1.9% 6,670 $1.8M
United Capital Management of KS, Inc. 0.37% Reduce -66.9% 6,637 $1.8M
BCM Advisors, LLC 0.41% Add +0.3% 6,603 $1.8M
Embree Financial Group 0.30% Add +0.1% 6,592 $1.8M
Investment Management Corp of Ontario 0.04% New 6,590 $1.8M
B. Riley Wealth Advisors, Inc. 0.05% Add +17.3% 6,588 $1.8M
Nicholson Wealth Management Group, LLC 1.17% Add +1.6% 6,549 $1.8M
FSB Premier Wealth Management, Inc. 0.69% Add +6.2% 6,532 $1.8M
Bradley Foster & Sargent Inc. 0.03% Reduce -1.8% 6,530 $1.8M
Arrow Financial Corp 0.20% Reduce -0.1% 6,517 $1.8M
Sculati Wealth Management, LLC 0.72% Reduce -1.3% 6,500 $1.8M
Harvest Portfolios Group Inc. 0.05% Add +6.2% 6,490 $1.8M
Quantbot Technologies LP 0.06% Reduce -90.3% 6,468 $1.8M
Courier Capital LLC 0.11% Reduce -0.6% 6,432 $1.8M
Benedict Financial Advisors Inc. 0.41% Add +0.8% 6,423 $1.8M
Rehmann Capital Advisory Group 0.11% Add +252.7% 6,416 $1.7M
Snowden Capital Advisors LLC 0.06% Add +1.4% 6,412 $1.7M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +7.9% 6,390 $1.7M
Ramirez Asset Management, Inc. 0.36% No change 6,377 $1.7M
Mgo One Seven LLC 0.07% Reduce -18.5% 6,374 $1.7M
Cornerstone Wealth Management, LLC 0.12% Add +3.0% 6,351 $1.7M
Greenleaf Trust 0.02% Add +16.4% 6,294 $1.7M
Fisher Asset Management 0.00% Add +86.5% 6,281 $1.7M
Tiaa Trust, National Association 0.01% Reduce -2.9% 6,243 $1.7M
Retirement Guys Formula LLC 0.84% New 6,209 $1.7M
Autumn Glory Partners, LLC 0.83% Add +0.8% 5,437 $1.7M
Vestmark Advisory Solutions, Inc. 0.04% Add +72.4% 6,157 $1.7M
Woodstock Corp. 0.17% Reduce -6.3% 6,131 $1.7M
Brooktree Capital Management 1.25% Reduce -20.8% 6,111 $1.7M
Westover Capital Advisors, LLC 0.37% Add +12.1% 6,099 $1.7M
Simmons Bank 0.13% Reduce -5.8% 6,091 $1.7M
Hennion & Walsh Asset Management, Inc. 0.07% Add +14.2% 6,084 $1.7M
Nicholas Hoffman & Company, LLC. 0.06% Add +2.6% 6,067 $1.7M
Proquility Private Wealth Partners, LLC 0.51% Add +22.2% 6,058 $1.7M
Pure Financial Advisors, LLC 0.03% Add +0.7% 6,025 $1.6M
SeaCrest Wealth Management, LLC 0.19% Reduce -2.2% 6,019 $1.6M
Ally Financial Inc. 0.18% No change 6,000 $1.6M
Portside Wealth Group, LLC 0.27% No change 5,966 $1.6M
Beaumont Asset Management, L.L.C. 0.98% Add +0.7% 5,960 $1.6M
Aviva PLC 0.00% Reduce -1.3% 5,940 $1.6M
Glass Wealth Management Co LLC 0.96% No change 5,890 $1.6M
United Services Automobile Association 0.05% New 5,965 $1.6M
Franklin Street Advisors Inc. 0.11% No change 5,850 $1.6M
Ascent Group, LLC 0.07% Reduce -35.1% 5,847 $1.6M
Cape Ann Savings Bank 1.00% Reduce -1.5% 5,841 $1.6M
Coastwise Capital Group, LLC 1.34% Add +156.0% 5,839 $1.6M
Level Four Advisory Services, LLC 0.07% Reduce -5.3% 5,828 $1.6M
Voya Financial Advisors, Inc. 0.17% Add +27.7% 5,880 $1.6M
FCG Investment Co 0.99% Reduce -0.7% 5,792 $1.6M
HighPoint Advisor Group LLC 0.09% Reduce -1.4% 5,787 $1.6M
McDonald Partners LLC 0.41% Add +2.2% 5,663 $1.6M
Birch Financial Group, LLC 1.38% Add +0.6% 5,663 $1.5M
Werlinich Asset Management, LLC 0.98% Add +1.4% 5,660 $1.5M
Alaethes Wealth, LLC 0.56% Add +4.6% 5,636 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -17.7% 5,610 $1.5M
Mesirow Financial Investment Management, Inc. 0.03% Add +31.3% 5,598 $1.5M
OneAscent Financial Services LLC 0.10% Add +124.0% 5,536 $1.5M
Community Bank, N.A. 0.20% No change 5,561 $1.5M
Nicolet Bankshares Inc. 0.30% Reduce -4.7% 5,546 $1.5M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -11.0% 5,500 $1.5M
FineMark National Bank & Trust 0.05% Reduce -6.7% 5,490 $1.5M
UMB Bank, n.a. 0.02% Reduce -36.1% 5,487 $1.5M
American State Bank (Iowa) 0.90% Add +1.0% 5,476 $1.5M
FWL Investment Management, LLC 0.55% Reduce -6.1% 5,458 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -7.1% 5,439 $1.5M
Essex Bank 0.36% Reduce -0.3% 5,434 $1.5M
Thoroughbred Financial Services, LLC 0.09% Reduce -1.0% 5,424 $1.5M
17 Capital Partners, LLC 0.95% Add +0.4% 5,413 $1.5M
Gold Investment Management Ltd. 0.62% Add +2.7% 5,394 $1.5M
Gabelli Funds LLC 0.01% Add +3.9% 5,370 $1.5M
Sigma Planning Corp 0.05% Reduce -11.3% 5,365 $1.5M
Arete Wealth Advisors, LLC 0.11% Reduce -8.1% 5,357 $1.5M
Schechter Investment Advisors, LLC 0.12% Reduce -4.9% 5,350 $1.5M
J.W. Cole Advisors, Inc. 0.05% Reduce -48.7% 5,346 $1.5M
Bangor Savings Bank 0.14% Reduce -1.5% 5,331 $1.5M
Signaturefd, LLC 0.03% Add +8.1% 5,326 $1.5M
Ellis Investment Partners, LLC 0.30% Reduce -0.2% 5,315 $1.4M
Ranch Capital Advisors Inc. 0.68% Add +7.5% 5,283 $1.4M
Old National Bancorp 0.04% Reduce -1.8% 5,189 $1.4M
Pathway Financial Advisers, LLC 0.49% Add +1.4% 5,187 $1.4M
Granite Group Advisors, LLC 0.97% Add +33.0% 5,111 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -2.6% 5,083 $1.4M
Corps Capital Advisors, LLC 1.46% No change 5,071 $1.4M
Cohen Klingenstein LLC 0.05% No change 5,000 $1.4M
Burke & Herbert Bank & Trust Co. 0.33% No change 4,997 $1.4M
Red Cedar Investment Management, LLC 0.19% Reduce -38.3% 4,980 $1.4M
Dynasty Wealth Management, LLC 0.02% Add +2.1% 4,909 $1.3M
Cullen Investment Group, LTD. 0.20% Reduce -6.2% 4,909 $1.3M
AE Wealth Management LLC 0.01% Reduce -4.6% 4,868 $1.3M
Castlekeep Investment Advisors LLC 0.68% Add +20.4% 4,847 $1.3M
NewEdge Wealth, LLC 0.02% Add +6.5% 4,840 $1.3M
Beese Fulmer Investment Management, Inc. 0.11% Reduce -0.1% 4,837 $1.3M
Silvia McColl Wealth Management, LLC 1.00% Reduce -0.4% 4,822 $1.3M
AssuredPartners Investment Advisors, LLC 0.25% Add +89.0% 4,815 $1.3M
Kirtland Hills Capital Management, LLC 0.80% Add +0.2% 4,751 $1.3M
Quantessence Capital LLC 0.33% New 4,800 $1.3M
Creative Financial Designs Inc. 0.10% Add +1.1% 4,793 $1.3M
Sierra Summit Advisors LLC 0.28% Add +2.3% 4,777 $1.3M
Parallel Advisors, LLC 0.03% Add +0.6% 4,770 $1.3M
Sompo Asset Management Co., Ltd. 0.24% Add +0.8% 4,760 $1.3M
Freedom Investment Management, Inc. 0.11% Reduce -8.7% 4,733 $1.3M
Outfitters Financial LLC 1.15% Add +12.1% 4,706 $1.3M
BigSur Wealth Management LLC 0.35% No change 4,700 $1.3M
Asset Dedication, LLC 0.10% Reduce -3.8% 4,695 $1.3M
Cubist Systematic Strategies, LLC 0.02% New 4,682 $1.3M
Presidio Capital Management, LLC 0.53% No change 4,667 $1.3M
Meeder Advisory Services, Inc. 0.08% Add +4.2% 4,665 $1.3M
Teza Capital Management LLC 0.58% Reduce -67.4% 4,663 $1.3M
Savant Capital, LLC 0.01% Add +0.8% 4,655 $1.3M
Ameritas Advisory Services, LLC 0.05% Add +215.7% 4,672 $1.3M
Gibbs Wealth Management 0.30% Add +15.1% 4,642 $1.3M
Horizon Investments, LLC 0.04% Add +2.9% 4,644 $1.3M
Coastline Trust Co 0.16% No change 4,614 $1.3M
Mizuho Markets Americas LLC 0.03% Reduce -47.5% 4,611 $1.3M
Moors & Cabot, Inc. 0.06% Reduce -33.5% 4,610 $1.3M
Convergence Investment Partners, LLC 0.35% New 4,602 $1.3M
Cannell & Spears LLC 0.03% Reduce -0.1% 4,599 $1.3M
Congress Asset Management Co. 0.01% Reduce -0.7% 4,590 $1.3M
Croban 1.15% Add +1.8% 4,586 $1.2M
GAMMA Investing LLC 0.09% Add +27.2% 4,566 $1.2M
Hazlett, Burt & Watson, Inc. 0.56% Reduce -5.0% 4,551 $1.2M
Rwa Wealth Partners, LLC 0.02% Add +2.0% 4,551 $1.2M
Premier Path Wealth Partners, LLC 0.19% Reduce -2.3% 4,527 $1.2M
Legacy Financial Advisors, Inc. 0.21% Add +2.1% 4,523 $1.2M
Geneos Wealth Management Inc. 0.04% Add +15.0% 4,514 $1.2M
Roberts Glore & Co. Inc. 0.37% Add +0.7% 4,503 $1.2M
Aspiriant, LLC 0.04% Add +8.8% 4,495 $1.2M
Applied Capital LLC 0.98% Reduce -0.7% 4,493 $1.2M
Mufg Securities Americas Inc. 0.14% Add +17.9% 4,492 $1.2M
Confluence Wealth Services, Inc. 0.08% No change 4,599 $1.2M
Bigelow Investment Advisors, LLC 0.58% No change 4,483 $1.2M
Spire Wealth Management 0.04% Reduce -6.7% 4,464 $1.2M
Private Trust Co. NA 0.13% Reduce -1.7% 4,462 $1.2M
Nicolet Advisory Services, LLC 0.12% Add +5.2% 4,457 $1.2M
Ascentis Independent Advisors 0.24% Reduce -24.6% 4,438 $1.2M
Garner Asset Management Corp 0.53% Add +1.7% 4,434 $1.2M
Stansberry Asset Management, LLC 0.15% Reduce -1.1% 4,425 $1.2M
Anchor Investment Management, LLC 0.11% Add +11.4% 4,413 $1.2M
Berkeley Capital Partners, LLC 0.33% Add +15.9% 4,403 $1.2M
Cornerstone National Bank & Trust Co 0.54% Add +13.9% 4,393 $1.2M
Good Life Advisors, LLC 0.08% Reduce -3.5% 4,373 $1.2M
Checchi Capital Advisers, LLC 0.08% Add +0.2% 4,362 $1.2M
Providence First Trust Co 0.48% Reduce -0.8% 4,326 $1.2M
Diversified Trust Co. 0.03% Add +94.6% 4,322 $1.2M
Marotta Asset Management 0.23% Add +0.5% 3,883 $1.2M
Vestcor Inc 0.04% Add +0.2% 4,293 $1.2M
GMO 0.00% Reduce -1.8% 4,283 $1.2M
Federated Hermes, Inc. 0.00% Add +189.5% 4,273 $1.2M
SlateStone Wealth, LLC 0.12% No change 4,272 $1.2M
Patriot Financial Group Insurance Agency, LLC 0.16% Add +12.1% 4,266 $1.2M
Welch & Forbes LLC 0.02% Add +0.1% 4,265 $1.2M
Indiana Trust & Investment Management Co 0.42% Reduce -1.6% 4,224 $1.2M
HF Advisory Group, LLC 0.50% Reduce -12.0% 4,197 $1.1M
Oregon Pacific Wealth Management, LLC 1.14% Reduce -1.9% 4,192 $1.1M
Leonteq Securities AG 0.09% Add +53.3% 4,225 $1.1M
First American Bank 0.08% Add +0.8% 4,181 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -70.8% 4,200 $1.1M
Guyasuta Investment Advisors Inc. 0.07% Reduce -6.8% 4,158 $1.1M
Norway Savings Bank 0.64% Add +4.4% 4,157 $1.1M
Nebula Research & Development LLC 0.10% Reduce -17.8% 4,148 $1.1M
Gladstone Institutional Advisory LLC 0.05% Reduce -0.4% 4,147 $1.1M
TLWM 0.23% Add +4.8% 4,145 $1.1M
Capital Advisors Inc. 0.02% Add +0.8% 4,136 $1.1M
Quadrant Capital Group LLC 0.04% Add +113.8% 4,096 $1.1M
Legacy Capital Group California, Inc. 0.39% Add +3.1% 4,086 $1.1M
Fullcircle Wealth LLC 0.45% Add +1.1% 4,061 $1.1M
Smithbridge Asset Management Inc. 0.20% — 4,050 $1.1M
Summit Financial, LLC 0.03% Reduce -29.7% 4,017 $1.1M
Belpointe Asset Management LLC 0.06% Add +198.2% 4,005 $1.1M
Shell Asset Management Co. 0.05% Reduce -1.9% 3,986 $1.1M
Strategies Wealth Advisors, LLC 0.13% Add +6.5% 3,972 $1.1M
Three Bridge Wealth Advisors, LLC 0.38% Reduce -2.5% 3,961 $1.1M
PFW Advisors LLC 0.34% Add +0.5% 3,954 $1.1M
Aljian Capital Management, LLC 0.26% New 3,952 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.22% Reduce -0.4% 3,947 $1.1M
Uncommon Cents Investing LLC 0.31% Add +0.4% 3,939 $1.1M
Brown, Lisle/Cummings, Inc. 0.31% Add +0.6% 3,933 $1.1M
Applied Finance Capital Management, LLC 0.08% New 3,915 $1.1M
South Plains Financial, Inc. 0.83% Reduce -2.5% 3,912 $1.1M
Ironvine Capital Partners, LLC 0.12% No change 3,900 $1.1M
MUFG Securities EMEA plc 0.03% Reduce -0.0% 3,899 $1.1M
Quadcap Wealth Management, LLC 0.15% Reduce -2.9% 3,898 $1.1M
Pines Wealth Management, LLC 0.49% Add +14.6% 4,170 $1.1M
Accurate Wealth Management, LLC 0.20% Add +12.6% 3,820 $1.1M
Paragon Private Wealth Management, LLC 0.49% Reduce -10.5% 3,865 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +12.2% 3,854 $1.1M
Kathmere Capital Management, LLC 0.09% Add +3.9% 3,841 $1.0M
Fortem Financial Group, LLC 0.41% Reduce -12.5% 3,827 $1.0M
New Age Alpha Advisors, LLC 0.05% Add +3.7% 3,819 $1.0M
Sawgrass Asset Management LLC 0.13% Reduce -6.2% 3,812 $1.0M
Meridian Wealth Management, LLC 0.05% Reduce -6.4% 3,811 $1.0M
TOWER TRUST & INVESTMENT Co 0.84% — 3,816 $1.0M
LRI Investments, LLC 0.10% Reduce -6.7% 3,799 $1.0M
Dudley Capital Management, LLC 0.55% No change 3,789 $1.0M
Allstate Corp. 0.03% Reduce -45.3% 3,788 $1.0M
CoreCap Advisors, LLC 0.05% Reduce -6.6% 3,783 $1.0M
TD Private Client Wealth LLC 0.03% Reduce -0.7% 3,741 $1.0M
Chemung Canal Trust Co. 0.22% Reduce -0.1% 3,738 $1.0M
Broadwater Capital Management LLC 0.80% No change 3,730 $1.0M
Tevis Investment Management 0.75% No change 3,849 $1.0M
Auxano Advisors, LLC 0.27% Add +5.8% 3,720 $1.0M
Sagespring Wealth Partners, LLC 0.03% Add +41.1% 3,719 $1.0M
Quadrature Capital Ltd 0.02% New 3,713 $1.0M
GWN Securities Inc. 0.06% New 3,729 $1.0M
Ceeto Capital Group, LLC 0.38% No change 3,700 $1.0M
Maven Securities LTD 0.22% New 3,700 $1.0M
Inceptionr LLC 0.30% New 3,686 $1.0M
Quotient Wealth Partners, LLC 0.03% Add +8.0% 3,681 $1.0M
Unique Wealth Strategies, LLC 0.46% Reduce -1.1% 3,679 $1.0M
Meriwether Wealth & Planning, LLC 0.65% Add +21.2% 3,668 $1000K
AdvisorNet Financial, Inc 0.07% Add +0.3% 3,656 $997K
Johnson Investment Counsel Inc. 0.01% Add +11.1% 3,643 $993K
Syon Capital LLC 0.08% Add +61.9% 3,643 $993K
Financial Partners Group, LLC 0.43% Reduce -30.4% 3,638 $992K
Forza Wealth Management, LLC 0.45% Add +1.1% 3,634 $991K
Nilsine Partners, LLC 0.11% Add +6.0% 3,625 $988K
Nemes Rush Group LLC 0.12% Reduce -2.9% 3,616 $986K
Empire Financial Management Company, LLC 0.30% Reduce -3.2% 3,596 $980K
TBH Global Asset Management, LLC 0.19% Add +36.4% 3,583 $977K
Ballentine Partners, LLC 0.02% Add +13.0% 3,577 $975K
Claro Advisors Inc. 0.13% Reduce -5.2% 3,575 $974K
Whitener Capital Management, Inc. 0.27% Add +0.8% 3,560 $970K
44 Wealth Management LLC 0.36% Reduce -0.1% 3,556 $969K
Resources Management Corp. /CT/ 0.14% Reduce -24.1% 3,554 $969K
Great Valley Advisor Group, Inc. 0.02% Reduce -77.3% 3,535 $964K
Guidance Capital, Inc. 0.29% Add +8.6% 3,527 $963K
Y-Intercept (Hong Kong) Ltd 0.06% Reduce -68.5% 3,516 $958K
Intellectus Partners, LLC 0.24% Add +31.7% 3,512 $957K
Bailard, Inc. 0.02% Reduce -1.9% 3,506 $956K
Brandywine Oak Private Wealth LLC 0.09% Reduce -0.7% 3,493 $952K
Bank of Stockton 0.30% Reduce -14.9% 3,491 $952K
Jain Global LLC 0.02% Add +22.1% 3,476 $947K
Triangle Securities Wealth Management 0.24% Reduce -1.9% 3,470 $946K
Acadian Asset Management LLC 0.00% Add +140.2% 3,445 $938K
Koshinski Asset Management, Inc. 0.08% Add +0.5% 3,440 $938K
Jmac Enterprises LLC 0.22% Add +110.0% 3,437 $937K
Chesapeake Wealth Management 0.33% Reduce -7.8% 3,427 $934K
Farmers & Merchants Investments Inc. 0.03% Reduce -11.5% 3,422 $933K
Sanders Morris Harris LLC 0.15% No change 3,400 $931K
Northern Financial Advisors Inc 0.77% Reduce -1.0% 3,411 $930K
Avidian Wealth Enterprises, LLC 0.04% Reduce -6.2% 3,409 $929K
Country Club Bank 0.06% No change 3,450 $928K
Avestar Capital, LLC 0.09% Add +15.1% 3,405 $928K
St. Johns Investment Management Company, LLC 0.46% Reduce -1.8% 3,399 $926K
Longfellow Investment Management Co. LLC 0.23% Add +24150.0% 3,395 $925K
Tritonpoint Wealth, LLC 0.09% Add +1.7% 3,388 $923K
International Assets Investment Management, LLC 0.08% Reduce -4.8% 3,382 $922K
Orca Wealth Management, LLC 0.82% Reduce -0.4% 3,381 $922K
Pittenger & Anderson Inc. 0.03% Reduce -11.3% 3,379 $921K
Sienna Gestion 0.07% Reduce -42.6% 3,463 $918K
Avantax Planning Partners, Inc. 0.03% Reduce -15.8% 3,357 $915K
RMR Capital Management, LLC 0.66% No change 3,357 $915K
Parkside Financial Bank & Trust 0.12% Add +0.5% 3,347 $912K
Icon Wealth Advisors, LLC 0.07% Add +1.6% 3,344 $911K
Verity Asset Management, Inc. 0.37% Add +84.4% 3,336 $909K
Peddock Capital Advisors, LLC 0.23% No change 3,335 $909K
Mengis Capital Management, Inc. 0.19% No change 3,323 $906K
Brown Brothers Harriman & Co. 0.01% Add +2.1% 3,320 $905K
Logan Capital Management Inc. 0.04% Reduce -73.8% 3,300 $900K
Beacon Bank & Trust 0.22% No change 3,276 $893K
Total Clarity Wealth Management, Inc. 0.29% No change 3,375 $889K
Evercore Wealth Management, LLC 0.01% Reduce -37.1% 3,262 $889K
Sierra Legacy Group 0.81% No change 3,253 $887K
Caldwell Trust Co 0.09% Reduce -14.2% 3,245 $885K
2UniFi Bank 0.57% Add +0.6% 3,499 $884K
Salem Investment Counselors Inc. 0.03% Reduce -1.2% 3,242 $884K
Wilmington Savings Fund Society, FSB 0.02% Add +4.3% 3,236 $882K
Berger Financial Group, Inc 0.06% Reduce -4.9% 3,231 $881K
Dakota Wealth Management 0.02% Reduce -33.3% 3,228 $880K
180 Wealth Advisors, LLC 0.14% Reduce -2.5% 3,226 $879K
1858 Wealth Management, LLC 0.74% Add +1.2% 3,224 $879K
Murphy, Middleton, Hinkle & Parker, Inc. 0.49% No change 3,216 $876K
Financial Counselors Inc. 0.01% Add +7.0% 3,204 $873K
Alpha Omega Wealth Management LLC 0.17% No change 3,202 $873K
Alliance Wealth Advisors, LLC 0.23% Add +2.0% 3,185 $868K
Sowell Financial Services LLC 0.04% New 3,163 $862K
Mattern Wealth Management LLC 0.19% Reduce -66.1% 3,150 $859K
CreativeOne Wealth, LLC 0.03% Add +32.3% 3,148 $858K
United Asset Strategies, Inc. 0.08% Add +1.2% 3,140 $856K
Hilltop Holdings Inc. 0.05% Reduce -75.1% 3,111 $848K
Main Street Financial Solutions, LLC 0.07% Add +117.2% 3,106 $847K
Arbor Wealth Advisors LLC 0.75% No change 3,095 $844K
Tocqueville Asset Management L.P. 0.01% Reduce -4.6% 3,085 $841K
R Squared Ltd 0.89% New 3,060 $834K
Callan Family Office, LLC 0.06% Reduce -23.7% 3,045 $830K
AMG National Trust Bank 0.02% Add +2.7% 3,025 $825K
Commons Capital, LLC 0.76% Reduce -1.4% 3,024 $824K
Harbour Investments, Inc. 0.02% Reduce -11.7% 3,021 $823K
Renasant Bank 0.54% Reduce -7.5% 3,014 $822K
Avior Wealth Management, LLC 0.03% Reduce -2.6% 3,002 $818K
Columbia Asset Management 0.17% Add +2.5% 3,000 $818K
J.P. Marvel Investment Advisors, LLC 0.14% No change 3,000 $818K
McGlone Suttner Wealth Management, Inc. 0.13% Add +32.8% 2,998 $817K
CenterBook Partners LP 0.05% Reduce -15.0% 2,996 $817K
Richwood Investment Advisors, LLC 0.69% Reduce -8.8% 2,986 $814K
Chicago Partners Investment Group LLC 0.03% Add +44.0% 3,016 $813K
Sippican Capital Advisors 0.61% Add +8.8% 2,979 $812K
Sound Financial Strategies Group, LLC 0.72% Add +0.9% 2,975 $811K
Holderness Investments Co. 0.19% Reduce -0.9% 2,974 $811K
Regent Peak Wealth Advisors LLC 0.19% Reduce -11.6% 2,968 $809K
Private Wealth Asset Management, LLC 0.12% — 2,957 $806K
Fulton Bank, N.A. 0.03% Add +2.3% 2,942 $802K
Mendel Money Management 0.38% Add +1.2% 2,940 $801K
Apexium Financial, LP 0.05% Reduce -8.3% 2,935 $800K
Future Fund LLC 1.02% New 2,921 $796K
Twin City Private Wealth, LLC 0.70% Add +18.7% 2,919 $796K
Brighton Jones LLC 0.03% Add +0.8% 2,908 $793K
EverSource Wealth Advisors, LLC 0.04% Add +8.4% 2,904 $792K
Tilia Fiduciary Partners, Inc. 0.53% Reduce -9.6% 2,903 $791K
one8zero8, LLC 0.19% Add +1.8% 2,900 $790K
Ifrah Financial Services, Inc. 0.23% Reduce -5.7% 2,885 $786K
Hudson Bay Capital Management LP 0.01% Reduce -93.0% 2,876 $784K
Cullen/Frost Bankers, Inc. 0.01% Add +5.4% 2,865 $781K
Prostatis Group LLC 0.25% Add +1.4% 2,859 $779K
Adirondack Trust Co. 0.30% Reduce -5.5% 2,829 $771K
Loudon Investment Management, LLC 0.43% Reduce -8.8% 2,790 $760K
Modern Wealth Management, LLC 0.02% Add +0.8% 2,775 $756K
Amica Retiree Medical Trust 1.15% Reduce -19.3% 2,758 $752K
Great Lakes Advisors, LLC 0.01% Reduce -83.0% 2,757 $752K
Gateway Investment Advisers LLC 0.01% Add +4.3% 2,753 $750K
Manchester Capital Management LLC 0.09% Add +0.8% 2,751 $750K
Ames National Corp. 0.50% No change 2,747 $749K
Bright Futures Wealth Management, LLC. 0.83% Reduce -20.4% 2,728 $745K
Park Place Capital Corp 0.20% Add +1.7% 2,730 $744K
Centaurus Financial, Inc. 0.04% Reduce -1.6% 2,729 $744K
Acropolis Investment Management, LLC 0.04% Reduce -0.9% 2,728 $744K
Cushing Capital Partners, LLC 0.67% Add +9.5% 2,717 $741K
Texas Bank & Trust Co 0.31% Add +0.9% 2,707 $738K
Parcion Private Wealth LLC 0.06% Add +2.0% 2,702 $737K
Hickory Point Bank & Trust 0.65% Add +2.6% 2,695 $735K
Cigna Investments Inc. 0.14% Reduce -1.6% 2,689 $733K
Kennondale Capital Management LLC 0.79% No change 2,659 $725K
Kentucky Trust Co 0.43% Add +15.1% 2,653 $723K
Madison Asset Management, LLC 0.01% No change 2,642 $720K
SBI Securities Co., Ltd. 0.02% Reduce -6.5% 2,638 $719K
Transamerica Financial Advisors, LLC 0.07% Add +2.0% 2,618 $714K
Composition Wealth, LLC 0.01% Add +3.7% 2,605 $710K
Drucker Wealth 3.0, LLC 0.16% Reduce -10.4% 2,604 $710K
DRW Securities, LLC 0.06% Add +83.0% 2,596 $708K
LVZ, Inc. 0.09% Add +9.4% 2,594 $707K
Clark Wealth Partners 0.52% Add +3.3% 2,591 $706K
Red Door Wealth Management, LLC 0.10% Add +0.0% 2,590 $706K
Roehl & Yi Investment Advisors, LLC 0.38% Add +1.9% 2,590 $706K
Midland Wealth Advisors, LLC 0.04% Add +3.4% 2,584 $704K
Cullinan Associates Inc. 0.05% No change 2,579 $703K
Profund Advisors LLC 0.03% Reduce -5.9% 2,574 $702K
Westhampton Capital, LLC 0.38% No change 2,565 $699K
Intrua Financial, LLC 0.11% Reduce -0.0% 2,548 $695K
NorthRock Partners, LLC 0.02% Add +8.2% 2,542 $693K
Foundations Investment Advisors, LLC 0.01% Add +5.9% 2,529 $689K
Wealthcare Advisory Partners LLC 0.02% Add +5.6% 2,523 $688K
Gen-Wealth Partners Inc 0.29% Add +0.7% 2,516 $686K
Purus Wealth Management, LLC 0.29% Reduce -5.6% 2,512 $685K
Legal Advantage Investments, Inc. 0.37% No change 2,500 $681K
Eagle Rock Investment Company, LLC 0.12% No change 2,500 $681K
Rogco, LP 0.27% Reduce -1.3% 2,490 $679K
Davis Capital Management 0.54% Add +17.2% 2,485 $677K
Prudent Man Advisors, LLC 0.24% Add +1.9% 2,454 $669K
Capital Asset Advisory Services LLC 0.03% Reduce -12.4% 2,422 $669K
Garrett Wealth Advisory Group, LLC 0.15% Reduce -0.3% 2,452 $668K
Penobscot Investment Management Company, Inc. 0.06% Add +0.1% 2,446 $667K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +5.3% 2,443 $666K
Leisure Capital Management 0.27% No change 2,434 $663K
Keystone Financial Services 0.25% Add +1.6% 2,421 $660K
Financial Freedom, LLC 0.38% No change 2,418 $659K
BOS Asset Management, LLC 0.23% Add +57.2% 2,410 $657K
Simon Quick Advisors, LLC 0.04% Add +170.0% 2,408 $656K
Integrated Advisors Network LLC 0.03% Reduce -2.9% 2,404 $655K
Wedmont Private Capital 0.03% Reduce -1.5% 2,361 $653K
OMC Financial Services LTD 0.29% No change 2,365 $645K
Alaska Permanent Fund Corp 0.01% No change 2,366 $644K
Mezzasalma Advisors, LLC 0.22% Add +2.1% 2,362 $644K
Gilbert & Cook, Inc. 0.09% Add +1.4% 2,356 $642K
North Star Investment Management Corp. 0.05% Reduce -4.9% 2,353 $641K
Elevation Point Wealth Partners, LLC 0.05% Reduce -3.7% 2,351 $641K
Prosperity Consulting Group, LLC 0.05% Reduce -8.9% 2,346 $640K
Veracity Capital LLC 0.25% Reduce -33.4% 2,338 $637K
MBA Advisors LLC 0.31% Add +0.4% 2,326 $634K
Gerber Kawasaki Wealth & Investment Management 0.03% Reduce -46.8% 2,316 $632K
CWC Advisors, LLC. 0.36% Reduce -3.3% 2,308 $629K
IFG Advisory, LLC 0.03% Add +15.2% 2,306 $628K
Oarsman Capital, Inc. 0.11% Reduce -0.4% 2,301 $627K
First Interstate Bank 0.04% Reduce -1.1% 2,295 $626K
Kovack Advisors, Inc. 0.07% Add +8.4% 2,292 $625K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -11.7% 2,290 $624K
CWA Asset Management Group, LLC 0.03% Reduce -0.7% 2,289 $624K
Chelsea Counsel Co. 0.34% No change 2,275 $620K
Portfolio Design Labs, LLC 0.13% Reduce -64.7% 2,274 $620K
Global X Japan Co., Ltd. 0.07% Add +31.6% 2,273 $620K
Pinnacle Bancorp, Inc. 0.20% Reduce -0.0% 2,268 $618K
Crux Wealth Advisors 0.32% Add +76.8% 2,256 $615K
Argus Investors' Counsel, Inc. 0.47% Reduce -30.8% 2,251 $614K
Crowley Wealth Management, Inc. 0.58% No change 2,234 $609K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.8% 2,234 $609K
Graypoint LLC 0.04% Add +3.1% 2,227 $607K
Davis R M Inc. 0.01% Add +35.3% 2,223 $606K
CVA Family Office, LLC 0.09% Add +0.4% 2,222 $606K
River Wealth Advisors LLC 0.08% Reduce -1.0% 2,219 $605K
Keel Point, LLC 0.05% Add +9.1% 2,213 $603K
AGH Wealth Advisors, LLC 0.58% Reduce -0.7% 2,212 $603K
Evoke Wealth, LLC 0.02% Add +5.8% 2,210 $603K
Supplemental Annuity Collective Trust of NJ 0.19% No change 2,200 $600K
Pekin Hardy Strauss, Inc. 0.07% No change 2,199 $599K
DecisionMap Wealth Management, LLC 0.45% Add +9.4% 2,182 $595K
Bedel Financial Consulting, Inc. 0.09% Add +0.1% 2,195 $594K
Forum Financial Management, LP 0.01% No change 2,177 $593K
Capital Investment Advisory Services, LLC 0.05% Add +15.2% 2,174 $593K
Sentry LLC 0.12% Add +0.1% 2,173 $592K
Compound Planning, Inc. 0.03% Add +32.8% 2,172 $592K
Sunbelt Securities, Inc. 0.05% Reduce -18.5% 2,172 $592K
Fortress Private Ledger, LLC 0.33% Reduce -12.4% 2,169 $591K
Rathbones Group PLC 0.00% Add +4.2% 2,166 $590K
Galvin, Gaustad & Stein, LLC 0.05% No change 2,163 $590K
Revisor Wealth Management LLC 0.26% Add +84.5% 2,161 $589K
Legacy Private Trust Co. 0.04% Reduce -10.7% 2,160 $589K
MCF Advisors LLC 0.04% Add +0.1% 2,160 $589K
Cerro Pacific Wealth Advisors LLC 0.19% Reduce -0.2% 2,231 $588K
Tradewinds, LLC. 0.17% Reduce -90.1% 2,155 $588K
Strive Asset Management, LLC 0.41% Reduce -6.0% 2,148 $586K
Cidel Asset Management Inc. 0.04% Add +7.0% 2,146 $585K
Hartford Funds Management Co LLC 0.05% Reduce -23.5% 2,143 $584K
RFG Advisory, LLC 0.02% Reduce -79.2% 2,137 $582K
Legacy Wealth Asset Management, LLC 0.16% Add +0.1% 2,132 $581K
Signet Investment Advisory Group, Inc. 0.29% Add +0.7% 2,130 $581K
Moneta Group Investment Advisors LLC 0.01% Reduce -19.7% 2,125 $579K
US Asset Management LLC 0.55% Reduce -0.8% 2,123 $579K
Persium Advisors, LLC 0.55% Add +11.4% 2,116 $577K
Meiji Yasuda Life Insurance Co 0.01% New 2,111 $575K
Moment Partners, LLC 0.11% Reduce -0.3% 2,107 $574K
Buttonwood Financial Advisors Inc. 0.25% Reduce -0.8% 2,101 $573K
Creekmur Asset Management LLC 0.12% Reduce -4.2% 2,100 $572K
KG Capital Management 0.19% New 2,099 $572K
Frank, Rimerman Advisors LLC 0.05% Add +19.9% 2,099 $572K
Chilton Investment Co. Inc. 0.01% Add +21.9% 2,096 $571K
First National Corp. /Ma/ 0.13% Reduce -0.2% 2,092 $570K
Willner & Heller, LLC 0.53% Add +3.6% 2,090 $570K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -30.4% 2,078 $566K
Choate Investment Advisors 0.01% Add +8.3% 2,078 $566K
Dover Advisors, LLC 0.25% Reduce -27.8% 2,077 $566K
Investment Partners, LTD. 0.23% Reduce -9.4% 2,076 $566K
Patten & Patten Inc. 0.04% Add +0.1% 2,075 $566K
Bluespring Wealth Management, LLC 0.06% New 2,073 $565K
Gryphon Financial Partners LLC 0.08% Reduce -7.4% 2,068 $564K
Gallacher Capital Management LLC 0.27% New 2,063 $562K
Archford Capital Strategies, LLC 0.08% Reduce -72.8% 2,063 $562K
Csenge Advisory Group 0.03% Reduce -3.3% 2,032 $561K
Blue Trust, Inc. 0.01% Add +26.8% 2,051 $559K
Wesbanco Bank Inc. 0.02% Reduce -3.4% 2,031 $554K
Argentarii, LLC 0.27% Add +1.1% 2,027 $553K
Aigen Investment Management, LP 0.09% Reduce -89.2% 2,025 $552K
Brooklyn Investment Group 0.12% Add +76.5% 2,025 $552K
Marshall Financial Group, LLC 0.12% Add +5.0% 2,023 $551K
Shulman DeMeo Asset Management LLC 0.15% Reduce -1.8% 2,019 $550K
Venture Visionary Partners LLC 0.02% Add +14.4% 2,012 $548K
Cannon Advisors, Inc. 0.50% Reduce -77.2% 2,009 $548K
Dynamic Advisor Solutions LLC 0.02% Reduce -3.9% 2,006 $547K
Qtron Investments LLC 0.08% No change 2,004 $546K
Thrive Wealth Management, LLC 0.10% Add +2.1% 2,002 $546K
Welch Group, LLC 0.02% No change 2,027 $545K
EagleClaw Capital Managment, LLC 0.09% New 2,000 $545K
Lafayette Investments, Inc. 0.12% Reduce -3.1% 1,999 $545K
Argent Advisors, Inc. 0.18% Add +5.4% 1,997 $544K
S.A. Mason LLC 0.29% Add +8.1% 1,993 $543K
Barlow Wealth Partners, LLC 0.07% No change 1,997 $543K
Mraz, Amerine & Associates, Inc. 0.09% Add +0.1% 2,017 $543K
Doheny Asset Management 0.42% No change 1,990 $542K
Greykasell Wealth Strategies, Inc. 0.29% Add +0.1% 1,981 $540K
Contravisory Investment Management, Inc. 0.11% New 1,980 $540K
Stock Yards Bank & Trust Co. 0.02% Reduce -19.9% 1,978 $539K
Pflug Koory, LLC 0.30% Add +3.4% 1,975 $538K
Valtrion Capital Management, LLC 0.72% Add +1.2% 1,969 $537K
Colonial Trust Co / SC 0.08% Reduce -21.4% 1,969 $537K
New England Professional Planning Group Inc. 0.27% Add +18.3% 1,963 $535K
Carret Asset Management, LLC 0.06% No change 1,955 $533K
StoneX Group Inc. 0.03% Add +3.8% 1,954 $533K
London Co. of Virginia 0.00% Reduce -10.2% 1,941 $529K
Covington Investment Advisors Inc. 0.08% Reduce -1.5% 1,919 $523K
America First Investment Advisors, LLC 0.11% No change 1,918 $523K
Smartleaf Asset Management LLC 0.05% Add +2.2% 1,940 $522K
FourThought Financial Partners, LLC 0.05% Reduce -8.3% 1,899 $518K
Knightsbridge Asset Management, LLC 0.13% Reduce -3.7% 1,894 $516K
Equitable Trust Co. 0.03% Reduce -86.3% 1,891 $515K
Widmann Financial Services, Inc. 0.40% Add +127.3% 1,887 $514K
First Manhattan Co. Llc. 0.00% Reduce -2.1% 1,887 $514K
Aaron Wealth Advisors LLC 0.06% Add +33.4% 1,875 $511K
Riverbend Wealth Management, LLC 0.46% Add +2.6% 1,874 $511K
Certuity, LLC 0.05% Add +96.2% 1,868 $509K
SouthState Bank Corp 0.02% Reduce -7.7% 1,863 $508K
Alteri Wealth LLC 0.22% Add +13.7% 1,847 $504K
Centurion Wealth Management LLC 0.16% No change 1,902 $501K
WASHINGTON TRUST Co 0.02% Reduce -16.7% 1,839 $501K
Goelzer Investment Management, Inc. 0.03% No change 1,838 $501K
CHICAGO TRUST Co NA 0.09% Reduce -4.1% 1,837 $501K
Insigneo Advisory Services, LLC 0.05% Reduce -3.9% 1,834 $500K
Walter & Keenan Wealth Management LLC /in/ 0.15% Reduce -3.2% 1,832 $499K
Copley Financial Group, Inc. 0.38% No change 1,830 $499K
Austin Private Wealth, LLC 0.04% Add +4.6% 1,812 $494K
Tranquilli Financial Advisor LLC 0.31% Reduce -1.3% 1,806 $492K
Ti-Trust, Inc. 0.33% No change 1,800 $491K
Ignite Planners, LLC 0.10% Add +9.0% 1,805 $490K
HUB Investment Partners, LLC 0.02% Reduce -10.5% 1,796 $490K
Catalyst Financial Partners LLC 0.09% New 1,792 $488K
Clear Harbor Asset Management, LLC 0.04% Add +21.8% 1,786 $487K
Legacy Capital Wealth Partners, LLC 0.12% Reduce -2.0% 1,782 $486K
Aureus Asset Management, LLC 0.03% No change 1,780 $485K
Heritage Wealth Advisors 0.02% Reduce -6.8% 1,772 $483K
Wealthspire Advisors, LLC 0.00% Add +0.6% 1,760 $480K
Ausdal Financial Partners, Inc. 0.04% Add +20.5% 1,757 $479K
Advisors Capital Management, LLC 0.01% Reduce -4.3% 1,753 $478K
St. Clair Advisors, LLC 0.13% No change 1,750 $477K
Moneco Advisors, LLC 0.05% Add +7.6% 1,743 $475K
Everpar Advisors LLC 0.25% Reduce -5.8% 1,736 $473K
Fiduciary Family Office, LLC 0.16% New 1,733 $472K
Harbor Investment Advisory, LLC 0.05% Reduce -28.2% 1,732 $472K
Global Trust Asset Management, LLC 0.29% Reduce -1.3% 1,731 $472K
Polymer Capital Management (US) LLC 0.14% New 1,728 $471K
LCNB Corp. 0.17% Add +5.0% 1,714 $467K
Trueblood Wealth Management, LLC 0.22% Reduce -27.1% 1,713 $467K
Western Wealth Management, LLC 0.03% Reduce -1.5% 1,712 $467K
Monetary Management Group Inc. 0.13% Reduce -20.6% 1,700 $463K
KPP Advisory Services LLC 0.09% New 1,693 $461K
Central Pacific Bank - Trust Division 0.07% Add +0.5% 1,691 $461K
Insight Advisors, LLC/ PA 0.08% No change 1,691 $461K
Total Wealth Planning & Management, Inc. 0.47% New 1,683 $459K
Smith Shellnut Wilson LLC 0.21% Reduce -8.4% 1,683 $459K
Zullo Investment Group, Inc. 0.20% Reduce -2.0% 1,681 $458K
PFG Investments, LLC 0.03% Reduce -1.7% 1,680 $458K
Catalyst Funds Management Pty Ltd 0.12% New 1,680 $458K
Raleigh Capital Management Inc. 0.21% Reduce -8.7% 1,671 $456K
Versant Capital Management, Inc 0.08% Add +554.9% 1,670 $455K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.12% Add +3.9% 1,666 $454K
Gsa Capital Partners LLP 0.04% Reduce -64.9% 1,656 $451K
Ballast, Inc. 0.13% No change 1,650 $450K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,648 $449K
Pitcairn Co. 0.03% Reduce -5.3% 1,641 $447K
Pinnacle West Asset Management, Inc. 0.32% Add +1.2% 1,640 $447K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +5.0% 1,639 $447K
Sandy Spring Bank 0.02% Reduce -1.7% 1,631 $444K
Ridgewood Investments LLC 0.21% Reduce -3.6% 1,628 $444K
Allen Capital Group, LLC 0.05% Reduce -1.0% 1,618 $441K
TrueWealth Advisors, LLC 0.14% Reduce -1.2% 1,618 $441K
Tiemann Investment Advisors, LLC 0.20% No change 1,615 $440K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -0.7% 1,610 $439K
Potentia Wealth 0.21% No change 1,608 $438K
SCS Capital Management LLC 0.01% New 1,602 $437K
Duncan Williams Asset Management, LLC 0.16% No change 1,600 $436K
Blake Schutter Theil Wealth Advisors, LLC 0.49% No change 1,594 $434K
Accel Wealth Management 0.16% Add +0.3% 1,593 $434K
LifePlan Financial, LLC 0.38% Add +3.3% 1,585 $432K
Waddell & Associates, LLC 0.05% No change 1,585 $432K
Moseley Investment Management Inc. 0.17% Add +0.3% 1,585 $432K
Flagship Harbor Advisors, LLC 0.02% Reduce -9.1% 1,581 $431K
AlTi Global, Inc. 0.01% Reduce -20.7% 1,580 $431K
Financial Engines Advisors L.L.C. 0.00% Reduce -2.8% 1,571 $428K
Segment Wealth Management, LLC 0.03% New 1,563 $426K
Journey Advisory Group, LLC 0.03% Reduce -5.0% 1,561 $425K
Performance Wealth Partners, LLC 0.02% Reduce -1.1% 1,560 $425K
T. Rowe Price Investment Management, Inc. 0.00% New 1,557 $425K
Miller Investment Management, LP 0.05% No change 1,554 $424K
Waterloo Capital, L.P. 0.04% Add +12.5% 1,554 $424K
Chicago Capital, LLC 0.01% Add +26.0% 1,551 $423K
iA Global Asset Management Inc. 0.01% Add +1.1% 1,549 $422K
Summit Asset Management, LLC 0.07% No change 1,543 $421K
Savvy Advisors, Inc. 0.04% Add +35.5% 1,542 $420K
CWS Financial Advisors, LLC 0.13% Reduce -20.6% 1,539 $420K
JB Capital LLC 0.02% Add +0.8% 1,539 $419K
Nabity-Jensen Investment Management Inc 0.33% Reduce -0.5% 1,536 $419K
Affinity Investment Advisors, LLC 0.34% Add +42.0% 1,532 $418K
Schmidt P J Investment Management Inc. 0.08% No change 1,530 $417K
Kelleher Financial Advisors 0.17% Reduce -4.1% 1,525 $416K
Castle Rock Wealth Management, LLC 0.11% Add +0.7% 1,511 $414K
Capital Planning LLC 0.12% Reduce -1.5% 1,515 $413K
Severin Investments, LLC 0.41% Add +5.1% 1,512 $412K
Financial Advisors Network, Inc. 0.07% Reduce -20.5% 1,511 $412K
Huntleigh Advisors, Inc. 0.07% Reduce -0.1% 1,508 $411K
PAX Financial Group, LLC 0.07% Reduce -12.5% 1,502 $409K
Uniting Wealth Partners, LLC 0.20% No change 1,496 $408K
Fiduciary Alliance LLC 0.04% Reduce -8.7% 1,490 $406K
Resonant Capital Advisors, LLC 0.03% Add +21.9% 1,488 $406K
Montecito Bank & Trust 0.07% No change 1,486 $405K
Atlas Legacy Advisors, LLC 0.10% Reduce -29.0% 1,482 $404K
Founders Financial Alliance, LLC 0.10% Add +87.8% 1,476 $402K
Shelton Capital Management 0.01% Add +1.0% 1,475 $402K
First Financial Bank - Trust Division 0.04% Reduce -7.9% 1,470 $401K
Perpetual Ltd 0.00% Reduce -1.3% 1,462 $399K
Signal Advisors Wealth, LLC 0.04% Add +13.5% 1,460 $398K
Trust Co 0.05% Reduce -14.3% 1,456 $397K
denkapparat Operations GmbH 0.42% New 1,454 $396K
Hurlow Wealth Management Group, Inc. 0.12% No change 1,450 $395K
Greenfield Savings Bank 0.19% No change 1,445 $394K
Retirement Planning Co of New England, Inc. 0.20% Add +4.0% 1,439 $393K
Harbour Trust & Investment Management Co 0.05% Reduce -2.3% 1,433 $391K
Berkshire Asset Management LLC 0.02% Reduce -17.0% 1,434 $390K
Patrick M Sweeney & Associates, Inc. 0.29% Add +1.4% 1,423 $388K
Journey Strategic Wealth LLC 0.01% Add +8.1% 1,419 $387K
Bank of New Hampshire 0.10% Reduce -20.4% 1,415 $386K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -3.8% 1,410 $384K
First National Bank Sioux Falls 0.15% Reduce -4.9% 1,405 $383K
Wolverine Asset Management LLC 0.03% New 1,400 $382K
Boyar Asset Management Inc. 0.28% Reduce -15.3% 1,399 $381K
LaFleur & Godfrey LLC 0.05% No change 1,390 $379K
Drive Wealth Management, LLC 0.09% Reduce -7.7% 1,385 $378K
Napatree Capital LLC 0.21% No change 1,384 $377K
Baker Avenue Asset Management, LP 0.01% New 1,380 $376K
Advus Financial Partners, LLC 0.11% Reduce -4.7% 1,376 $375K
Sage Capital Management, LLC 0.20% Add +0.1% 1,370 $373K
Blackhawk Capital Partners, LLC 0.19% Reduce -71.2% 1,369 $373K
Annis Gardner Whiting Capital Advisors, LLC 0.16% Add +2.2% 1,367 $373K
Lake Street Private Wealth, LLC 0.06% Add +76.5% 1,366 $372K
Mosaic Family Wealth Partners, LLC 0.05% No change 1,362 $371K
Momentous Wealth Management, Inc. 0.26% Add +1.6% 1,362 $371K
Silver Oak Securities, Incorporated 0.03% Reduce -9.1% 1,379 $371K
Virtue Capital Management, LLC 0.04% Add +33.4% 1,358 $370K
Cooper Financial Group 0.05% Add +7.9% 1,358 $370K
Turning Point Benefit Group, Inc. 0.34% Add +30.8% 1,488 $369K
Venturi Wealth Management, LLC 0.02% Reduce -8.3% 1,350 $368K
Capital Advisors, Ltd. LLC 0.05% Reduce -0.6% 1,348 $367K
Sound Income Strategies, LLC 0.02% Add +2.3% 1,341 $366K
Hoxton Planning & Management, LLC 0.14% Add +0.1% 1,341 $366K
Cornell Pochily Investment Advisors, Inc. 0.13% Reduce -5.6% 1,341 $366K
Bridgewater Advisors Inc. 0.03% New 1,341 $365K
Lodestar Private Asset Management LLC 0.05% Reduce -12.8% 1,335 $364K
Hardy Reed LLC 0.03% Add +0.8% 1,324 $361K
Connecticut Wealth Management, LLC 0.02% Add +8.6% 1,322 $360K
Pennsylvania Capital Management Inc. 0.13% Reduce -0.3% 1,320 $360K
Meritage Portfolio Management 0.02% No change 1,319 $360K
Valley Brook Capital Group, Inc. 0.28% No change 1,316 $359K
Burns J W & Co. Inc. 0.05% Reduce -6.5% 1,313 $358K
Balboa Wealth Partners 0.09% Add +65.3% 1,311 $357K
UNIVEST FINANCIAL Corp 0.02% Reduce -2.5% 1,311 $357K
ERn Financial, LLC 0.06% Reduce -0.6% 1,306 $356K
Wellington Shields Capital Management, LLC 0.06% No change 1,305 $356K
Tudor Financial Inc. 0.21% No change 1,302 $355K
Abacus Planning Group, Inc. 0.06% Add +0.5% 1,302 $355K
Lindbrook Capital, LLC 0.03% Add +10.3% 1,299 $354K
Beverly Hills Private Wealth, LLC 0.07% Add +3.8% 1,295 $353K
Texas Capital Bank Wealth Management Services Inc 0.04% New 1,291 $352K
Everett Harris & Co. 0.00% No change 1,287 $351K
Jeppson Wealth Management, LLC 0.13% Add +34.2% 1,286 $351K
FLC Capital Advisors 0.08% No change 1,282 $349K
Worth Asset Management, LLC 0.19% Add +1.3% 1,281 $349K
Aull & Monroe Investment Management Corp 0.17% Add +34.1% 1,277 $348K
Naples Global Advisors, LLC 0.03% Add +2.3% 1,277 $348K
Diversify Advisory Services, LLC 0.02% Reduce -3.1% 1,277 $347K
Roxbury Financial LLC 0.34% Add +4.3% 1,374 $347K
Capital Market Strategies LLC 0.23% Reduce -14.8% 1,272 $347K
Rockland Trust Co. 0.02% Add +0.8% 1,269 $346K
Cyndeo Wealth Partners, LLC 0.02% Add +1.2% 1,266 $345K
Wellington Shields & Co., LLC 0.11% Add +1.0% 1,265 $345K
Manchester Financial Inc. 0.08% Reduce -3.8% 1,263 $344K
Howard Capital Management, LLC 0.01% Reduce -13.4% 1,250 $341K
Gallagher Capital Advisors, LLC 0.26% Add +0.5% 1,249 $341K
Evermay Wealth Management LLC 0.04% No change 1,249 $340K
Goldstone Financial Group, LLC 0.05% Add +58.3% 1,249 $340K
Clarius Group, LLC 0.02% Reduce -7.0% 1,244 $339K
4WEALTH Advisors, Inc. 0.37% Reduce -4.1% 1,240 $338K
1620 Investment Advisors, Inc. 0.26% Reduce -44.2% 1,239 $338K
Salvus Wealth Management, LLC 0.21% Add +5.6% 1,238 $337K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% No change 1,225 $334K
PDS Planning, Inc 0.03% Add +19.6% 1,221 $333K
Tyche Wealth Partners LLC 0.07% Reduce -45.3% 1,218 $332K
GeoWealth Management, LLC 0.01% Reduce -29.4% 1,215 $331K
Atticus Wealth Management, LLC 0.11% Reduce -14.4% 1,215 $331K
MBB Public Markets I LLC 0.04% New 1,214 $331K
Camden National Bank 0.05% Add +2.6% 1,204 $328K
Capital Investment Counsel, Inc 0.05% No change 1,200 $327K
Lester Murray Antman dba SimplyRich 0.09% No change 1,203 $327K
Clark Financial Services Group Inc. 0.23% Reduce -0.9% 1,197 $326K
Aventura Private Wealth, LLC 0.17% Add +1.8% 1,194 $325K
BlackDiamond Wealth Management, LLC 0.22% Reduce -43.5% 1,196 $325K
Faithward Advisors, LLC 0.06% Reduce -0.7% 1,192 $325K
Fiduciary Wealth Partners, LLC 0.28% — 1,190 $324K
Bantamac Capital, LLC 0.16% No change 1,189 $324K
Trinity Financial Advisors LLC 0.12% No change 1,200 $324K
Hamilton Point Investment Advisors, LLC 0.06% Add +0.5% 1,186 $323K
Silverlake Wealth Management LLC 0.12% No change 1,185 $323K
Empirical Asset Management, LLC 0.11% Reduce -67.5% 1,185 $323K
Matthew Goff Investment Advisor, LLC 0.06% No change 1,182 $322K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 1,181 $322K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Add +2.4% 1,153 $321K
Centennial Bank 0.15% No change 1,174 $320K
Woodward Diversified Capital, LLC 0.23% Add +9.1% 1,173 $320K
Claris Financial LLC 0.21% No change 1,211 $319K
Legacy Advisors, LLC 0.03% Add +11.0% 1,169 $319K
First Financial Bankshares Inc 0.01% No change 1,166 $318K
Alpha Family Trust 0.18% Add +44.1% 1,160 $316K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Add +31.7% 1,160 $316K
Wealth Alliance, LLC 0.04% Add +42.2% 1,159 $316K
Bill Few Associates, Inc. 0.11% No change 1,156 $315K
Cypress Wealth Services, LLC 0.06% Add +20.6% 1,155 $315K
Southland Equity Partners LLC 0.07% Add +4.1% 1,148 $313K
JFS Wealth Advisors, LLC 0.02% Reduce -5.8% 1,148 $313K
Arista Wealth Management, LLC 0.08% Add +0.5% 1,147 $313K
United Community Bank 0.12% Add +5.2% 1,143 $312K
Fiduciary Financial Group, LLC 0.07% Reduce -6.5% 1,146 $312K
Strategic Planning, Inc. 0.18% — 1,142 $311K
Chesley Taft & Associates LLC 0.01% Reduce -3.9% 1,140 $311K
Bernard Wealth Management Corp. 0.15% Reduce -74.1% 1,134 $309K
CNB Bank 0.16% Reduce -5.5% 1,126 $307K
Stratos Wealth Advisors, LLC 0.02% Reduce -9.3% 1,122 $306K
Allen Wealth Management, LLC 0.21% Add +1.7% 1,117 $304K
Curi Capital, LLC 0.01% Add +7.3% 1,114 $304K
Brooks, Moore & Associates, Inc. 0.17% No change 1,111 $303K
Sterling Financial Planning, Inc. 0.11% Add +0.4% 1,106 $302K
Trust Co of the South 0.06% Add +0.1% 1,095 $298K
Asset Planning,Inc 0.23% Add +0.1% 1,093 $298K
Redmond Asset Management, LLC 0.08% No change 1,090 $297K
First Financial Corp. 0.14% Reduce -5.0% 1,089 $297K
VestGen Advisors, LLC 0.01% — 1,089 $297K
Fairscale Capital, LLC 0.27% Add +0.9% 1,088 $297K
Clarkston Capital Partners, LLC 0.01% No change 1,081 $295K
Fidelis Capital Partners, LLC 0.03% Reduce -2.3% 1,081 $294K
Maia Wealth LLC 0.07% Add +1.7% 1,042 $291K
Tranquility Partners, LLC 0.11% Add +7.8% 1,061 $289K
Berkshire Money Management, Inc. 0.03% Reduce -3.9% 1,059 $289K
Romano Brothers and Company 0.04% Add +1.9% 1,057 $288K
Aprio Wealth Management, LLC 0.04% Add +0.9% 1,048 $286K
Waldron Private Wealth LLC 0.01% Add +37.2% 1,043 $284K
Piscataqua Savings Bank 0.25% Add +6.8% 1,028 $280K
JT Stratford LLC 0.05% Add +1.3% 1,016 $277K
Armstrong Advisory Group, Inc. 0.02% No change 1,051 $277K
CLG LLC 0.10% Add +8.4% 1,015 $277K
One Wealth Advisors, LLC 0.04% New 1,013 $276K
Obermeyer Wealth Partners 0.01% Add +4.1% 1,013 $276K
Eastern Bank 0.01% Reduce -37.1% 1,011 $276K
Wealth Alliance Advisory Group, LLC 0.06% Reduce -5.5% 1,010 $275K
Cobblestone Capital Advisors LLC 0.02% Reduce -3.7% 1,008 $275K
Flywheel Private Wealth LLC 0.25% No change 1,007 $274K
Kingsman Wealth Management, Inc. 0.20% — 1,005 $274K
TrinityBridge Ltd 0.01% Reduce -4.8% 1,000 $273K
Cohen & Steers, Inc. 0.00% New 1,000 $273K
RiverGlades Family Offices LLC 0.20% No change 1,000 $273K
Matisse Capital 0.14% No change 1,000 $273K
Knuff & Co LLC 0.09% No change 1,000 $273K
Buckley Wealth Management, LLC 0.08% No change 1,000 $273K
Kimelman & Baird, LLC 0.02% No change 1,000 $273K
Atlantic Union Bankshares Corp 0.02% No change 994 $271K
SageView Advisory Group, LLC 0.01% Add +6.8% 991 $270K
Douglas Lane & Associates, LLC 0.00% Reduce -1.8% 987 $269K
Bingham Private Wealth, LLC 0.28% Reduce -14.6% 987 $269K
Caitlin John, LLC 0.26% Reduce -12.0% 986 $269K
Prepared Retirement Institute LLC 0.17% Reduce -9.0% 984 $268K
Samalin Investment Counsel, LLC 0.11% Reduce -10.7% 983 $268K
Sachetta, LLC 0.11% Reduce -20.9% 981 $267K
Pallas Capital Advisors LLC 0.01% New 979 $267K
Smith Salley Wealth Management 0.02% No change 978 $267K
Associated Banc-Corp 0.01% Add +0.3% 976 $266K
Inscription Capital, LLC 0.04% — 939 $265K
Waters Parkerson & Co., LLC 0.01% No change 972 $265K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.6% 971 $265K
Cornerstone Select Advisors, LLC 0.25% Add +1.0% 968 $264K
Sage Mountain Advisors LLC 0.02% Add +22.3% 966 $263K
Wolff Financial Management LLC 0.07% No change 963 $262K
Novem Group 0.04% Add +126.4% 960 $262K
Aberdeen Wealth Management LLC 0.18% Add +0.1% 960 $262K
VeraBank, N.A. 0.07% Reduce -5.3% 955 $260K
Auxier Asset Management LLC 0.04% No change 952 $259K
Putney Financial Group LLC 0.27% Add +5.2% 950 $259K
Adell Harriman & Carpenter Inc. 0.02% No change 950 $259K
Paces Ferry Wealth Advisors, LLC 0.13% Reduce -1.7% 949 $259K
White Pine Capital LLC 0.09% Reduce -1.6% 945 $258K
Certified Advisory Corp 0.03% Reduce -3.9% 945 $258K
Hickory Asset Management, Inc. 0.23% Reduce -1.3% 944 $257K
Lighthouse Investment Partners, LLC 0.01% New 941 $256K
Larson Financial Group LLC 0.01% Add +32.8% 939 $256K
Addison Advisors LLC 0.07% Reduce -0.9% 939 $256K
CRA Financial Services, LLC 0.04% No change 937 $255K
Stillwater Capital Advisors, LLC 0.04% New 937 $255K
Headinvest, LLC 0.05% Reduce -1.1% 934 $255K
MPS Loria Financial Planners, LLC 0.08% No change 932 $254K
STAR Financial Bank 0.19% No change 930 $253K
Advisor OS, LLC 0.03% New 927 $253K
DGS Capital Management, LLC 0.07% Add +0.2% 927 $253K
Stewardship Advisors, LLC 0.07% Reduce -0.5% 926 $252K
Marex Group Ltd 0.00% No change 923 $252K
3Chopt Investment Partners, LLC 0.07% New 920 $251K
Hourglass Capital, LLC 0.07% No change 920 $251K
City Holding Co. 0.04% Add +9.4% 920 $251K
Ariadne Wealth Management, LP 0.13% Add +5.3% 922 $250K
D'Orazio & Associates, Inc. 0.04% Add +1.1% 918 $250K
Legacy Trust 0.06% Reduce -2.9% 918 $250K
Parsons Capital Management Inc. 0.01% No change 916 $250K
Sharpepoint LLC 0.22% Add +4.2% 917 $249K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% Reduce -59.2% 910 $248K
Aspen Wealth Management LLC 0.07% Add +0.6% 909 $248K
SWP Financial LLC 0.15% Reduce -4.2% 909 $248K
M. Kraus & Co 0.08% No change 906 $247K
Financial Partners Group, Inc 0.04% New 904 $246K
Exchange Traded Concepts, LLC 0.00% Add +16.1% 901 $246K
Heartwood Wealth Advisors LLC 0.03% Reduce -1.4% 896 $244K
Terra Nova Asset Management LLC 0.19% Reduce -14.3% 895 $244K
Eagle Bay Advisors LLC 0.21% Add +17.5% 894 $244K
Deseret Mutual Benefit Administrators 0.12% No change 891 $243K
S.E.E.D. Planning Group LLC 0.08% Reduce -80.7% 891 $243K
Chesapeake Asset Management LLC 0.23% Add +18.3% 884 $241K
Cozad Asset Management Inc. 0.02% Reduce -4.5% 880 $240K
Argyle Capital Partners, LLC 0.20% No change 875 $239K
Gratus Wealth Advisors, LLC 0.04% Reduce -38.9% 874 $238K
Heritage Investors Management Corp. 0.01% New 873 $238K
Lakewood Asset Management LLC 0.16% Reduce -44.3% 868 $237K
Guardian Wealth Advisors, LLC / NC 0.02% Add +1.1% 865 $236K
Beacon Investment Advisors LLC 0.11% No change 861 $235K
LMG Wealth Partners, LLC 0.05% No change 860 $234K
Prelude Capital Management, LLC 0.02% New 860 $234K
Revolve Wealth Partners, LLC 0.03% Add +8.1% 857 $234K
Evanson Asset Management, LLC 0.02% Reduce -10.4% 857 $234K
Proficio Capital Partners LLC 0.02% New 856 $233K
Bollard Group LLC 0.01% Add +0.5% 856 $233K
Austin Wealth Management, LLC 0.05% Add +3.8% 857 $233K
Astoria Portfolio Advisors LLC. 0.08% Add +9.8% 875 $233K
Marcum Wealth, LLC 0.02% Reduce -10.2% 852 $232K
Bar Harbor Wealth Management 0.02% Reduce -6.2% 851 $232K
Trinity Legacy Partners, LLC 0.06% Reduce -4.6% 848 $231K
Advyzon Investment Management, LLC 0.08% New 847 $231K
V-Square Quantitative Management LLC 0.03% Add +0.5% 847 $231K
Integrated Investment Consultants, LLC 0.05% Add +10.9% 845 $230K
Seamount Financial Group Inc. 0.16% New 844 $230K
Narus Financial Partners, LLC 0.08% Reduce -38.7% 843 $230K
Hamilton Capital, LLC 0.01% Reduce -7.7% 842 $230K
Transce3nd, LLC 0.10% Add +3.7% 837 $228K
Acorn Wealth Advisors, LLC 0.10% Add +0.1% 837 $228K
Allred Capital Management, LLC 0.09% No change 836 $228K
SummitTX Capital, L.P. 0.01% — 836 $228K
Acorn Creek Capital LLC 0.11% Reduce -9.6% 836 $228K
Unique Wealth, LLC 0.04% Add +1.6% 830 $226K
Horizon Bancorp Inc. 0.13% Reduce -14.5% 829 $226K
WBH Advisory Inc. 0.02% No change 828 $226K
Sterling Capital Management LLC 0.00% Add +1.4% 824 $225K
KOM Wealth Management Group, LLC 0.20% Add +0.6% 822 $224K
Simplicity Wealth,LLC 0.02% New 822 $224K
IFC Advisors LLC 0.05% New 820 $224K
BridgePort Financial Solutions, LLC 0.10% No change 819 $223K
Pin Oak Investment Advisors Inc. 0.17% No change 830 $223K
Baldwin Wealth Partners LLC 0.02% No change 818 $223K
Klingenstein Fields & Co. LP 0.01% Reduce -2.9% 816 $222K
Sierra Ocean, LLC 0.18% Reduce -7.1% 815 $222K
Moss Adams Wealth Advisors LLC 0.02% New 813 $222K
Davies Financial Advisors, Inc. 0.19% No change 813 $222K
Binnacle Investments Inc 0.16% — 813 $222K
City State Bank 0.07% No change 812 $221K
West Paces Advisors Inc. 0.05% Add +5.7% 810 $221K
Tradition Wealth Management, LLC 0.02% New 809 $220K
Trivium Point Advisory, LLC 0.03% Reduce -2.1% 808 $220K
Paradigm Asset Management Co. LLC 0.06% No change 806 $220K
Weaver Capital Management LLC 0.06% Reduce -4.0% 803 $219K
Keb Asset Management, LLC 0.06% Add +0.1% 802 $219K
Beta Wealth Group, Inc. 0.08% No change 802 $219K
Impact Capital Partners LLC 0.08% Reduce -8.4% 800 $218K
Shufro Rose & Co. LLC 0.02% No change 800 $218K
Aurora Private Wealth, Inc. 0.17% No change 799 $218K
Callan Capital, LLC 0.02% New 799 $218K
Meadow Creek Wealth Advisors LLC 0.16% New 798 $218K
Schwartz Investment Counsel Inc. 0.01% No change 798 $218K
Calydon Capital 0.04% No change 795 $217K
Stanley-Laman Group, Ltd. 0.03% Add +1.9% 793 $216K
First Citizens Bank & Trust Co. 0.01% New 793 $216K
Hunter Associates Investment Management LLC 0.03% No change 787 $215K
MFA Wealth Services 0.18% Add +2.3% 788 $215K
Lineweaver Wealth Advisors, LLC 0.04% Add +0.9% 787 $215K
Wbi Investments, LLC 0.06% New 787 $215K
Canopy Partners, LLC 0.08% Add +1.9% 786 $214K
RFG - Bristol Wealth Advisors, LLC 0.07% Reduce -6.5% 782 $213K
Sonora Investment Management Group, LLC 0.02% Add +0.3% 781 $213K
Cascade Financial Partners, LLC 0.03% Reduce -0.3% 781 $213K
Maripau Wealth Management LLC 0.12% Add +1.2% 779 $212K
Strategic Investment Advisors / MI 0.02% Reduce -44.6% 779 $212K
Athena Investment Management 0.13% No change 776 $212K
Greystone Financial Group, LLC 0.04% No change 776 $212K
Douglass Winthrop Advisors, LLC 0.00% Reduce -2.4% 776 $212K
West Family Investments, Inc. 0.08% New 775 $211K
Fairbanks Capital Management, Inc. 0.14% Reduce -42.6% 775 $211K
Master's Wealth Management Inc. 0.11% Add +0.7% 775 $211K
IMZ Advisory Inc 0.10% Add +0.5% 774 $211K
Wolverine Trading, LLC 0.01% New 781 $210K
Boston Research & Management Inc. 0.05% No change 770 $210K
ICONIQ Capital, LLC 0.00% New 768 $209K
Arcus Capital Partners, LLC 0.08% New 767 $209K
Edgestream Partners, L.P. 0.01% Reduce -19.9% 767 $209K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -9.0% 765 $209K
Optas, LLC 0.04% New 758 $207K
Pettyjohn, Wood & White, Inc. 0.04% New 756 $206K
Atwater Malick LLC 0.07% New 752 $205K
Hamilton Capital Partners Inc. 0.01% New 752 $205K
Perennial Investment Advisors, LLC 0.02% New 751 $205K
Avantra Family Wealth, Inc. 0.20% New 751 $205K
Allianz SE 0.01% Add +120.9% 751 $205K
HHM Wealth Advisors, LLC 0.03% No change 750 $204K
Accordant Advisory Group Inc 0.20% No change 749 $204K
WealthCare Investment Partners, LLC 0.09% Reduce -5.9% 747 $204K
Measured Wealth Private Client Group, LLC 0.07% New 745 $203K
Clayton Financial Group LLC 0.07% New 745 $203K
GK Wealth Management LLC 0.25% New 744 $203K
Sentry Investment Management LLC 0.14% Add +6.8% 815 $202K
Corton Capital Inc. 0.67% Reduce -20.1% 741 $202K
Court Place Advisors, LLC 0.07% Reduce -9.4% 739 $201K
Wendell David Associates Inc. 0.02% New 737 $201K
RW Investment Management LLC 0.02% New 737 $201K
Advisor Resource Council 0.02% New 737 $201K
Skylands Capital, LLC 0.03% No change 725 $198K
Missouri Trust & Investment Co 0.07% Add +7.8% 701 $191K
Point72 Hong Kong Ltd 0.01% New 693 $189K
Cromwell Holdings LLC 0.12% No change 685 $187K
GKV Capital Management Co., Inc. 0.09% Add +140.8% 684 $186K
Rosenberg Matthew Hamilton 0.05% Add +3.0% 676 $184K
Johnson Financial Group, Inc. 0.01% Add +48.9% 670 $183K
Covestor Ltd 0.12% Add +25.1% 667 $182K
Hager Investment Management Services, LLC 0.12% Reduce -10.5% 646 $176K
Continuum Advisory, LLC 0.02% Add +86.1% 629 $171K
Wayfinding Financial, LLC 0.07% New 616 $167K
Rise Advisors, LLC 0.07% Add +5.4% 607 $165K
Proathlete Wealth Management LLC 0.06% New 603 $165K
Thompson Investment Management, Inc. 0.02% Add +2.0% 602 $164K
Caldwell Sutter Capital, Inc. 0.08% Add +5.3% 580 $158K
Washington Trust Advisors, Inc. 0.01% Reduce -16.8% 576 $157K
Solstein Capital, LLC 0.09% No change 563 $153K
Alpine Bank Wealth Management 0.02% — 563 $153K
Westpac Banking Corp. 0.01% Reduce -3.3% 562 $153K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 575 $153K
First Command Advisory Services, Inc. 0.00% Add +6.3% 556 $152K
Foster Dykema Cabot & Partners, LLC 0.01% No change 549 $150K
Pandora Wealth, Inc. 0.10% — 547 $149K
Tsfg, LLC 0.03% Add +76.6% 528 $144K
Catalyst Capital Advisors LLC 0.00% Add +45.2% 527 $144K
Bruce G. Allen Investments, LLC 0.11% Reduce -17.7% 515 $140K
Grove Bank & Trust 0.02% Reduce -1.6% 503 $137K
Plante Moran Financial Advisors, LLC 0.01% Add +9.9% 490 $134K
Gulf International Bank (UK) Ltd 0.00% No change 489 $133K
Ascentis Wealth Management, LLC 0.04% Reduce -75.1% 485 $133K
Concord Wealth Partners 0.02% Reduce -6.8% 480 $131K
Peoples Financial Services Corp. 0.06% No change 462 $126K
West Branch Capital LLC 0.04% No change 452 $123K
Motco 0.01% Add +0.9% 445 $121K
Stone House Investment Management, LLC 0.02% New 443 $121K
FSC Wealth Advisors, LLC 0.08% No change 440 $120K
Zions Bancorporation, National Association 0.01% — 438 $119K
Atlas Capital Advisors Inc. 0.01% No change 435 $119K
Kestra Investment Management, LLC 0.00% Add +92.9% 434 $118K
Union Savings Bank 0.06% No change 434 $118K
North Capital, Inc. 0.11% — 429 $117K
Financial Network Wealth Advisors LLC 0.15% Add +70.6% 423 $115K
Ameriflex Group, Inc. 0.05% Add +8.8% 421 $115K
Medallion Wealth Advisors, LLC 0.05% Add +13.8% 411 $112K
Old Second National Bank of Aurora 0.03% Reduce -0.7% 411 $112K
Key Financial Inc 0.02% No change 410 $112K
Erste Asset Management GmbH 0.00% Add +32.3% 410 $112K
Cary Street Partners Investment Advisory LLC 0.06% Add +22.2% 408 $111K
Richardson Capital Management LLC 0.07% New 403 $110K
Compagnie Lombard Odier SCmA 0.00% No change 400 $109K
Maj Invest Holding A/S 0.00% New 400 $109K
NFSG Corp 0.03% Reduce -41.2% 388 $106K
Orion Capital Management LLC 0.04% No change 386 $105K
Founders Capital Management 0.07% No change 385 $105K
Quent Capital, LLC 0.01% Add +64.0% 374 $102K
Estabrook Capital Management 0.02% No change 372 $101K
Godsey & Gibb, Inc. 0.01% No change 371 $101K
Arax Advisory Partners 0.01% Add +126.4% 369 $101K
Nalls Sherbakoff Group, LLC 0.08% — 367 $100K
ORG Partners LLC 0.03% Reduce -94.8% 34 $99K
Private Wealth Management Group, LLC 0.04% No change 357 $97K
Mascoma Wealth Management LLC 0.02% No change 350 $95K
Hopwood Financial Services, Inc. 0.07% Reduce -8.1% 340 $93K
Atlantic Private Wealth, LLC 0.07% Add +0.3% 339 $92K
Barrett & Company, Inc. 0.04% No change 339 $92K
Lazard Asset Management LLC 0.00% Add +108.6% 338 $92K
Beacon Capital Management, LLC 0.01% Add +8.7% 324 $88K
Hemington Wealth Management 0.01% Add +17.0% 324 $88K
Banque Cantonale Vaudoise 0.00% — 323 $88K
Optimum Investment Advisors 0.04% No change 322 $88K
Investors Research Corp 0.02% No change 315 $86K
Crewe Advisors LLC 0.01% No change 313 $85K
Westside Investment Management, Inc. 0.02% No change 308 $84K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.3% 308 $84K
Arlington Trust Co LLC 0.02% No change 302 $82K
Ransom Advisory, Ltd 0.04% No change 300 $82K
Wood Tarver Financial Group, LLC 0.03% Reduce -0.3% 298 $81K
St Germain D J Co. Inc. 0.00% No change 297 $81K
Guardian Wealth Management, Inc. 0.05% No change 295 $80K
Murphy & Mullick Capital Management Corp 0.08% No change 295 $80K
Cape Investment Advisory, Inc. 0.03% Add +67.6% 290 $79K
Harvest Fund Management Co., Ltd 0.00% Add +28700.0% 288 $78K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 284 $77K
Fortitude Family Office, LLC 0.03% Reduce -9.0% 282 $77K
Richards, Merrill & Peterson, Inc. 0.04% Add +2.9% 281 $77K
Clearstead Trust, LLC 0.02% New 274 $75K
Silvant Capital Management LLC 0.00% No change 274 $75K
GPS Wealth Strategies Group, LLC 0.01% Add +0.4% 264 $72K
Truvestments Capital LLC 0.02% Add +6.5% 262 $71K
Hexagon Capital Partners LLC 0.01% Reduce -6.8% 260 $71K
Evelyn Partners Investment Management LLP 0.00% No change 252 $69K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -7.8% 250 $68K
Capula Management Ltd 0.00% New 247 $67K
Opal Wealth Advisors, LLC 0.02% New 244 $67K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 242 $66K
Smithfield Trust Co 0.00% No change 245 $66K
Costello Asset Management, INC 0.03% New 240 $65K
Bellwether Advisors, LLC 0.01% No change 239 $65K
REAP Financial Group, LLC 0.02% Add +63.4% 232 $63K
Gables Capital Management Inc. 0.03% No change 220 $60K
Riverview Trust Co 0.06% Reduce -1.8% 217 $59K
Sittner & Nelson, LLC 0.03% No change 217 $59K
Golden State Wealth Management, LLC 0.01% Reduce -7.0% 212 $58K
Cornerstone Planning Group LLC 0.01% Add +63.6% 216 $57K
New England Capital Financial Advisors LLC 0.03% No change 209 $57K
Sarver Vrooman Wealth Advisors 0.04% — 203 $55K
Canton Hathaway, LLC 0.01% No change 200 $55K
WPG Advisers, LLC 0.05% Reduce -28.2% 201 $55K
IFS Advisors, LLC 0.04% No change 200 $55K
Advantage Trust Co 0.03% No change 200 $55K
Birchbrook, Inc. 0.03% No change 200 $55K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 200 $55K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 194 $53K
JNBA Financial Advisors 0.01% Reduce -8.0% 185 $50K
Cetera Trust Company, N.A 0.03% No change 184 $50K
Park Square Financial Group, LLC 0.04% Add +10.2% 184 $50K
MV Capital Management, Inc. 0.01% Add +5.2% 183 $50K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.6% 183 $50K
GoalVest Advisory LLC 0.01% Add +1.7% 182 $50K
Runnymede Capital Advisors, Inc. 0.05% No change 180 $49K
Field & Main Bank 0.02% No change 180 $49K
Centricity Wealth Management, LLC 0.04% No change 166 $45K
Core Alternative Capital 0.01% No change 165 $45K
First PREMIER Bank 0.01% No change 161 $44K
Nvwm, LLC 0.01% Add +3.2% 161 $44K
Carolinas Wealth Consulting LLC 0.01% Add +12.7% 160 $44K
Crews Bank & Trust 0.01% No change 159 $43K
Gleason Group, Inc. 0.01% Add +0.7% 146 $40K
Riggs Asset Managment Co. Inc. 0.01% No change 145 $40K
Coston, McIsaac & Partners 0.01% Reduce -18.5% 145 $39K
Prestige Wealth Management Group LLC 0.01% No change 143 $39K
Winch Advisory Services, LLC 0.01% No change 136 $37K
Princeton Global Asset Management LLC 0.01% No change 135 $37K
PSI Advisors, LLC 0.01% Reduce -40.9% 133 $36K
Glen Eagle Advisors, LLC 0.01% Reduce -43.7% 129 $35K
Ogorek Anthony Joseph /NY/ 0.01% Add +19.6% 128 $35K
BankPlus Trust Department 0.01% Reduce -4.5% 126 $34K
Millstone Evans Group, LLC 0.02% No change 125 $34K
Briaud Financial Planning Inc 0.01% No change 125 $34K
Bear Mountain Capital, Inc. 0.01% No change 122 $33K
Nova Wealth Management, Inc. 0.03% New 120 $33K
SIMA Wealth Partners, LLC 0.03% No change 120 $33K
Richardson Financial Services Inc. 0.02% Add +0.8% 119 $32K
Financial Perspectives, Inc 0.01% Add +0.8% 119 $32K
Abound Financial, LLC 0.02% New 117 $32K
Perkins Coie Trust Co 0.01% Add +80.0% 117 $32K
CarsonAllaria Wealth Management, Ltd. 0.02% Reduce -0.9% 115 $31K
Rakuten Securities, Inc. 0.02% Reduce -13.1% 113 $31K
Spectrum Wealth Counsel, LLC 0.00% No change 113 $31K
SteelPeak Wealth, LLC 0.00% Reduce -91.6% 111 $30K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 110 $30K
Trifecta Capital Advisors, LLC 0.01% Reduce -39.2% 110 $30K
Quarry LP 0.01% Add +783.3% 106 $29K
Abound Wealth Management 0.01% Reduce -9.4% 106 $29K
Meeder Asset Management Inc. 0.00% Reduce -31.8% 105 $29K
GW&K Investment Management, LLC 0.00% Add +17.1% 103 $28K
American Capital Advisory, LLC 0.01% Add +2.0% 102 $28K
PARK CIRCLE Co 0.02% No change 100 $27K
Syntax Research, Inc. 0.02% No change 100 $27K
Smallwood Wealth Investment Management, LLC 0.02% New 100 $27K
Lavaca Capital LLC 0.01% Reduce -21.9% 100 $27K
Quintet Private Bank (Europe) S.A. 0.00% No change 100 $27K
Bell Investment Advisors, Inc 0.01% Reduce -3.9% 99 $27K
Whipplewood Advisors, LLC 0.02% Add +5.1% 103 $27K
Vermillion Wealth Management, Inc. 0.01% Reduce -55.9% 98 $27K
Inlight Wealth Management, LLC 0.02% New 97 $26K
Physician Wealth Advisors, Inc. 0.00% Add +3.2% 96 $26K
Main Street Group, LTD 0.01% No change 94 $26K
Rialto Wealth Management, LLC 0.01% Add +213.8% 91 $25K
Towne Trust Company, N.A 0.01% No change 87 $24K
Slocum, Gordon & Co LLP 0.02% No change 86 $24K
Pacifica Partners Inc. 0.01% Add +625.0% 87 $23K
Hara Capital LLC 0.02% No change 85 $23K
William B. Walkup & Associates, Inc. 0.01% No change 84 $23K
TD Capital Management LLC 0.00% New 84 $23K
Aspect Partners, LLC 0.01% No change 81 $22K
Maryland Capital Advisors Inc. 0.01% No change 80 $22K
Clarity Asset Management, Inc. 0.01% No change 80 $22K
Retirement Wealth Solutions LLC 0.02% No change 79 $21K
DT Investment Partners, LLC 0.00% No change 77 $21K
Mowery & Schoenfeld Wealth Management, LLC 0.04% Reduce -42.4% 76 $21K
SJS Investment Consulting Inc. 0.00% No change 75 $21K
Consultiva Wealth Management, Corp. 0.07% No change 73 $20K
Darwin Wealth Management, LLC 0.01% No change 75 $20K
Laurel Wealth Advisors LLC 0.00% No change 72 $20K
POM Investment Strategies, LLC 0.02% No change 71 $19K
Salomon & Ludwin, LLC 0.00% No change 71 $19K
Game Plan Financial Advisors, LLC 0.01% No change 70 $19K
Mb, Levis & Associates, LLC 0.01% No change 70 $19K
Iron Horse Wealth Management, LLC 0.01% Add +2.9% 70 $19K
NewSquare Capital LLC 0.00% Add +580.0% 68 $19K
Steph & Co. 0.01% Add +26.4% 67 $18K
Global Financial Private Client, LLC 0.01% Add +17.9% 66 $18K
Plato Investment Management Ltd 0.00% Reduce -96.7% 65 $18K
Cranbrook Wealth Management, LLC 0.00% Add +28.0% 64 $17K
Copia Wealth Management 0.02% Reduce -38.8% 63 $17K
Carolina Wealth Advisors, LLC 0.01% Add +173.9% 63 $17K
Red Tortoise LLC 0.01% No change 63 $17K
PrairieView Partners, LLC 0.00% No change 63 $17K
Archer Investment Corp 0.00% No change 61 $17K
Vermillion & White Wealth Management Group, LLC 0.01% Add +177.3% 61 $17K
Signature Resources Capital Management, LLC 0.01% No change 59 $16K
Synergy Investment Management, LLC 0.01% No change 59 $16K
Northwest Capital Management Inc 0.01% No change 56 $15K
Midwest Capital Advisors, LLC 0.01% No change 56 $15K
Eukles Asset Management 0.01% No change 55 $15K
Peterson Wealth Services 0.00% Reduce -52.6% 54 $15K
WealthTrak Capital Management LLC 0.01% Add +17.8% 53 $14K
Fairway Wealth LLC 0.01% No change 51 $14K
Highline Wealth Partners LLC 0.00% Add +15.4% 45 $12K
Kennebec Savings Bank 0.01% No change 45 $12K
Dunhill Financial, LLC 0.01% Add +15.8% 44 $12K
MPWM Advisory Solutions, LLC 0.01% No change 44 $12K
Bank & Trust Co 0.01% No change 42 $11K
Avion Wealth 0.00% No change 44 $11K
Loomis Sayles & Co. L P 0.00% Reduce -36.9% 41 $11K
SOA Wealth Advisors, LLC. 0.00% No change 38 $10K
Westend Capital Management, LLC 0.00% No change 38 $10K
Global Wealth Strategies & Associates 0.00% New 38 $10K
Garde Capital, Inc. 0.00% New 37 $10K
McIlrath & Eck, LLC 0.00% No change 37 $10K
PFG Private Wealth Management, LLC 0.01% New 36 $10K
Ruedi Wealth Management, Inc. 0.00% No change 33 $9K
Comprehensive Financial Planning, Inc. 0.01% No change 32 $9K
First United Bank & Trust 0.00% New 31 $8K
Keener Financial Planning LLC 0.01% No change 31 $8K
Valley National Advisers Inc. 0.00% Reduce -15.4% 33 $8K
Atala Financial Inc 0.01% No change 28 $8K
True Wealth Design, LLC 0.00% Add +833.3% 28 $8K
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% No change 26 $7K
FSA Wealth Management LLC 0.00% No change 25 $7K
Noble Wealth Management PBC 0.00% No change 24 $7K
Financial Management Professionals, Inc. 0.00% Reduce -56.4% 24 $7K
Bellevue Asset Management, LLC 0.00% No change 22 $6K
Capital A Wealth Management, LLC 0.01% No change 20 $5K
MRP Capital Investments, LLC 0.01% No change 20 $5K
New Millennium Group LLC 0.00% No change 20 $5K
Colonial Trust Advisors 0.00% No change 19 $5K
Montag A & Associates Inc. 0.00% Reduce -9.5% 19 $5K
DecisionPoint Financial, LLC 0.00% Reduce -80.4% 18 $5K
Vision Financial Markets LLC 0.01% No change 18 $5K
Hughes Financial Services, LLC 0.00% New 18 $5K
Wealth Preservation Advisors, LLC 0.00% — 18 $5K
Country Trust Bank 0.00% Reduce -28.0% 18 $5K
Raffa Wealth Management, LLC 0.00% No change 17 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 17 $5K
Kiker Wealth Management, LLC 0.00% New 16 $4K
IAG Wealth Partners, LLC 0.00% No change 15 $4K
Rossby Financial, LCC 0.00% New 15 $4K
Pineridge Advisors LLC 0.00% No change 14 $4K
Valued Wealth Advisors LLC 0.00% No change 14 $4K
Cherry Tree Wealth Management, LLC 0.00% New 14 $4K
Redmont Wealth Advisors LLC 0.01% New 13 $4K
SWAN Capital LLC 0.00% No change 12 $3K
Provenance Wealth Advisors, LLC 0.00% No change 12 $3K
Moser Wealth Advisors, LLC 0.00% New 11 $3K
Burkett Financial Services, LLC 0.00% No change 10 $3K
Parvin Asset Management, LLC 0.00% No change 10 $3K
Fortis Group Advisors, LLC 0.00% No change 10 $3K
TFC Financial Management, Inc. 0.00% Reduce -80.8% 9 $2K
Granite FO LLC 0.00% No change 9 $2K
Dogwood Wealth Management LLC 0.00% New 9 $2K
Activest Wealth Management 0.00% Add +350.0% 9 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 8 $2K
First Pacific Financial 0.00% New 8 $2K
Winnacle Wealth LLC 0.00% No change 8 $2K
Stephens Consulting, LLC 0.00% Reduce -63.2% 7 $2K
Principia Wealth Advisory, LLC 0.00% Add +133.3% 7 $2K
Wolff Wiese Magana LLC 0.00% Reduce -60.0% 6 $2K
WealthCollab, LLC 0.00% No change 6 $2K
ROSS\JOHNSON & Associates LLC 0.03% New 6 $2K
Barnes Dennig Private Wealth Management LLC 0.00% — 6 $2K
Hollencrest Capital Management 0.00% No change 6 $2K
Blume Capital Management, Inc. 0.00% New 4 $1K
Picton Mahoney Asset Management 0.00% No change 4 $1K
HFM Investment Advisors, LLC 0.00% — 3 $818
Breakwater Investment Management 0.00% No change 3 $818
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 3 $818
Bay Harbor Wealth Management, LLC 0.00% New 3 $817
Greenline Partners, LLC 0.00% New 2 $545
Raiffeisen Bank International AG 0.00% No change 2 $545
Quest 10 Wealth Builders, Inc. 0.00% New 1 $330
Bare Financial Services, Inc 0.00% New 1 $273
Navigoe, LLC 0.00% No change 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.