WW GraingerGWW

13F holders, Q4 2025 (December 31)
1,244holders +41
98new positions
105sold out
9famous investors
$1008.85avg. 13F price*

At the end of Q4 2025, 1,244 institutions reported holding WW Grainger Inc. (GWW) in their 13F filings, up 41 from Q3 2025. 98 opened new positions and 105 sold out. The largest holders were Vanguard Group Inc. ($5.7B), BlackRock, Inc. ($4.6B) and State Street Corp. ($2.0B). 9 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
WW Grainger Inc.
Sector
Industrials
CUSIP
384802104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions98$433.8M
Exits105$312.3M

All 13F filers, Q3 2025 → Q4 2025: 3,299,182 shares bought and 2,083,093 shares sold, net +1,216,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,244 holders

Vanguard Group Inc. 0.08% Reduce -1.1% 5,666,285 $5.7B
BlackRock, Inc. 0.08% Add +10.4% 4,537,044 $4.6B
State Street Corp. 0.07% Add +1.2% 2,019,452 $2.0B
Geode Capital Management, LLC 0.08% Add +0.9% 1,217,834 $1.2B
Wellington Management Group LLP 0.19% Add +1462.1% 1,071,854 $1.1B
T. Rowe Price Associates Inc. 0.11% Add +61.1% 1,027,286 $1.0B
Wells Fargo & Company 0.19% Reduce -2.5% 953,959 $962.6M
Clearbridge Investments, LLC 0.68% Reduce -1.7% 844,249 $851.9M
Parnassus Investments, LLC 1.68% Reduce -15.4% 640,162 $646.0M
Northern Trust Corp. 0.08% Reduce -4.5% 629,807 $635.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Add +0.3% 614,658 $620.2M
Morgan Stanley 0.03% Reduce -3.5% 557,304 $562.4M
Franklin Resources Inc. 0.13% Reduce -2.0% 527,417 $532.2M
Norges Bank 0.06% — 514,304 $519.0M
Bank of America Corp. 0.04% Add +3.0% 505,238 $509.8M
Massachusetts Financial Services Co. 0.16% Add +7.7% 477,693 $482.0M
Goldman Sachs Group Inc. 0.06% Add +18.4% 439,982 $444.0M
Invesco Ltd. 0.04% Reduce -7.4% 433,597 $437.5M
Dimensional Fund Advisors LP 0.08% Reduce -1.4% 399,399 $403.0M
Stifel Financial Corp. 0.34% Reduce -3.8% 371,895 $375.3M
Charles Schwab Investment Management Inc. 0.05% Add +2.2% 333,345 $336.4M
Legal & General Group Plc 0.07% Reduce -4.0% 324,509 $327.4M
Amundi 0.10% Add +9.0% 314,160 $317.0M
FMR LLC 0.01% Reduce -55.5% 267,183 $269.6M
D. E. Shaw & Co. 0.21% Add +112.6% 254,643 $256.9M
Bank of New York Mellon Corp 0.04% Reduce -7.4% 251,304 $253.6M
Nuveen, LLC 0.06% Reduce -2.8% 236,724 $238.9M
FIL Ltd 0.18% Add +2.1% 232,044 $234.1M
Sustainable Growth Advisers, LP 1.61% Reduce -8.6% 229,695 $231.8M
UBS Group AG 0.04% Add +11.6% 180,990 $182.6M
JPMorgan Chase & Co. 0.01% Reduce -24.6% 176,814 $178.4M
ProShare Advisors LLC 0.31% Add +3.0% 172,878 $174.4M
State Farm Mutual Automobile Insurance Co. 0.13% No change 168,458 $170.0M
Deutsche Bank AG 0.06% Reduce -25.0% 167,962 $169.5M
Interval Partners, LP 3.81% New 161,339 $162.8M
CANADA LIFE ASSURANCE Co 0.28% Add +72.5% 159,256 $160.9M
Raymond James Financial Inc. 0.05% Reduce -6.4% 152,630 $154.0M
AQR Capital Management 0.08% Add +1.3% 151,935 $153.3M
HSBC Holdings PLC 0.08% Reduce -3.4% 132,946 $134.3M
DekaBank Deutsche Girozentrale 0.23% No change 128,721 $131.8M
Champlain Investment Partners, LLC 1.33% Reduce -6.4% 130,356 $131.5M
California Public Employees Retirement System 0.07% Reduce -6.0% 127,534 $128.7M
Swiss National Bank 0.07% Reduce -5.3% 124,520 $125.6M
Caisse de depot et placement du Quebec 0.21% Reduce -9.3% 122,973 $124.1M
Junto Capital Management LP 2.74% New 121,082 $122.2M
Citadel Advisors 0.08% Add +314.7% 119,715 $120.8M
Acadian Asset Management LLC 0.19% Reduce -54.9% 114,800 $115.8M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.9% 114,400 $115.4M
American Century Companies Inc. 0.06% Add +6.8% 109,051 $110.0M
Schroder Investment Management Group 0.08% Add +15.1% 104,422 $106.6M
Envestnet Asset Management Inc. 0.03% Reduce -7.2% 101,789 $102.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +4.0% 101,358 $101.8M
US Bancorp \de 0.11% Reduce -0.0% 96,886 $97.8M
Alyeska Investment Group, L.P. 0.27% Reduce -8.3% 94,986 $95.8M
Rhumbline Advisers 0.08% Reduce -3.9% 92,654 $93.5M
Royal Bank of Canada 0.02% Reduce -4.2% 90,736 $91.6M
Alliancebernstein L.P. 0.03% Add +15.0% 86,902 $87.7M
Susquehanna International Group, LLP 0.12% Add +2353.7% 85,462 $86.2M
Saturna Capital Corp. 1.10% Reduce -0.0% 81,994 $82.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +284.7% 79,866 $80.6M
Neuberger Berman Group LLC 0.06% Reduce -21.8% 78,176 $79.0M
Mackenzie Financial Corp. 0.09% Reduce -0.2% 75,259 $76.7M
BNP Paribas Financial Markets 0.05% Add +5.3% 75,434 $76.1M
Renaissance Technologies 0.12% Add +11.2% 74,280 $75.0M
Barclays PLC 0.03% Reduce -7.9% 74,185 $74.9M
Freestone Grove Partners LP 0.53% New 73,063 $73.7M
California State Teachers Retirement System 0.07% Reduce -1.5% 72,812 $73.5M
Assenagon Asset Management S.A. 0.11% Add +3035.7% 72,309 $73.0M
Voya Investment Management LLC 0.08% Reduce -20.6% 71,220 $71.7M
LPL Financial LLC 0.02% Add +0.8% 70,301 $70.9M
SRB Corp. 3.78% No change 68,199 $68.8M
SG Americas Securities, LLC 0.09% Add +160.6% 68,139 $68.8M
Bank of Montreal 0.03% Add +1.4% 68,126 $68.7M
Railway Pension Investments Ltd 0.75% No change 63,088 $63.7M
National Pension Service 0.05% Add +4.3% 62,742 $63.3M
Citigroup Inc. 0.04% Add +1.2% 60,658 $61.2M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Reduce -28.1% 56,729 $57.2M
Victory Capital Management Inc. 0.03% Reduce -4.5% 55,578 $56.1M
Wealth Enhancement Advisory Services, LLC 0.08% Add +212.3% 54,215 $55.8M
Ameriprise Financial Inc. 0.01% Reduce -3.2% 55,287 $55.8M
Sei Investments Co. 0.05% Reduce -16.6% 54,737 $55.2M
Nomura Asset Management Co. Ltd. 0.14% Add +1.8% 54,275 $54.8M
Blair William & Co. 0.15% Reduce -6.1% 53,886 $54.4M
Principal Financial Group Inc. 0.03% Add +2.3% 53,319 $53.8M
Aviva PLC 0.09% Add +5.3% 52,711 $53.2M
Boston Trust Walden Corp 0.40% Reduce -1.3% 52,571 $53.0M
Quantinno Capital Management LP 0.10% Add +31.3% 51,146 $51.6M
Vest Financial, LLC 0.65% Reduce -2.2% 50,963 $51.4M
Abn Amro Investment Solutions 0.74% Reduce -10.0% 49,656 $50.1M
Balyasny Asset Management L.P. 0.10% Reduce -20.0% 48,735 $49.2M
Pictet Asset Management Holding SA 0.05% Reduce -2.7% 48,374 $48.8M
PNC Financial Services Group, Inc. 0.03% Reduce -0.9% 48,329 $48.8M
Aberdeen Group plc 0.07% Reduce -0.6% 45,867 $46.3M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -1.0% 45,718 $46.1M
Old Republic International Corp. 1.81% Reduce -2.2% 44,500 $44.9M
Millennium Management 0.03% Add +15.0% 42,149 $42.5M
New York State Teachers Retirement System 0.08% Reduce -2.2% 40,973 $41.3M
State Board of Administration of Florida Retirement System 0.07% Reduce -1.2% 40,659 $41.0M
Skandinaviska Enskilda Banken AB (publ) 0.16% Reduce -7.4% 39,525 $39.9M
Corient Private Wealth LP 0.05% Reduce -2.6% 38,617 $39.2M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -6.2% 37,542 $37.9M
Man Group plc 0.07% Add +36.0% 37,069 $37.4M
Wesleyan Assurance Society 2.14% No change 36,733 $37.1M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -21.0% 35,536 $35.9M
Renaissance Group LLC 1.33% Add +0.8% 32,721 $33.0M
E. Ohman J:or Asset Management AB 0.75% Reduce -0.8% 31,939 $32.2M
Royal London Asset Management Ltd. 0.07% Reduce -0.7% 31,082 $31.4M
Korea Investment CORP 0.06% Add +0.6% 30,811 $31.1M
Focus Partners Wealth 0.04% Add +4.7% 30,715 $31.0M
Russell Investments Group, Ltd. 0.03% Reduce -24.1% 30,395 $30.7M
National Bank of Canada 0.03% Add +10.3% 30,360 $30.6M
Andra AP-fonden 0.37% Reduce -21.5% 30,000 $30.3M
Suncoast Equity Management 2.99% Reduce -2.0% 29,334 $29.6M
Storebrand Asset Management As 0.08% Reduce -8.5% 29,050 $29.3M
Vontobel Holding Ltd. 0.10% Reduce -37.5% 28,791 $29.1M
Swedbank AB 0.03% Reduce -81.9% 28,664 $28.9M
Danske Bank A/S 0.07% Reduce -0.1% 28,105 $28.4M
&partners 0.14% Add +7.5% 27,186 $27.4M
New York State Common Retirement Fund 0.04% Reduce -0.8% 26,618 $26.9M
Teacher Retirement System of Texas 0.09% Reduce -16.6% 26,044 $26.3M
State of Wisconsin Investment Board 0.06% Add +7.6% 25,819 $26.1M
Toronto Dominion Bank 0.05% Add +27.1% 25,725 $26.0M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.7% 24,984 $25.2M
Arbejdsmarkedets Tillaegspension 0.62% — 24,261 $24.5M
Cerity Partners LLC 0.04% Reduce -18.9% 23,871 $24.1M
ING Groep NV 0.15% Add +104.1% 23,853 $24.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -27.6% 23,663 $23.9M
Impax Asset Management Group plc 0.15% Reduce -0.8% 22,989 $23.2M
Chevy Chase Trust Holdings, LLC 0.06% Add +0.9% 22,652 $22.9M
CapitalatWork S.A. 0.70% Reduce -0.7% 22,650 $22.9M
Sumitomo Mitsui Financial Group, Inc. 0.40% Add +0.8% 22,515 $22.7M
Forsta Ap-Fonden 0.13% Add +26.7% 21,540 $21.7M
Prudential Financial Inc. 0.03% Reduce -48.3% 21,436 $21.6M
Birch Hill Investment Advisors LLC 0.90% Add +5.6% 21,301 $21.5M
Barlow Wealth Partners, LLC 2.30% Add +0.5% 20,694 $21.3M
Janney Montgomery Scott LLC 0.05% Reduce -6.0% 21,088 $21.3M
Amanah Holdings Trust 3.10% New 21,000 $21.2M
KLP Kapitalforvaltning As 0.08% Reduce -8.9% 20,790 $21.0M
Cetera Investment Advisers 0.02% Reduce -0.1% 20,720 $20.9M
Dundas Partners LLP 1.43% Reduce -5.2% 20,087 $20.3M
APG Asset Management N.V. 0.06% Reduce -7.8% 23,500 $20.2M
Bank of Nova Scotia 0.03% Add +262.1% 19,929 $20.1M
Mediolanum International Funds Ltd 0.20% Reduce -19.4% 19,559 $20.0M
Asset Management One Co., Ltd. 0.05% Reduce -5.9% 19,062 $19.6M
TD Asset Management Inc 0.02% Reduce -0.1% 18,915 $19.1M
Resona Asset Management Co.,Ltd. 0.09% Reduce -1.7% 18,318 $18.6M
Treasurer of the State of North Carolina 0.06% Reduce -8.0% 18,314 $18.5M
Mn Services Vermogensbeheer B.V. 0.11% Add +1.1% 17,567 $17.7M
Swiss Life Asset Management Ltd 0.09% Add +18.9% 17,123 $17.3M
Fruth Investment Management 4.65% Reduce -1.3% 17,067 $17.2M
Willis Investment Counsel 0.86% Add +5.9% 16,507 $16.7M
Truist Financial Corp. 0.02% Reduce -10.8% 16,220 $16.4M
Comerica Bank 0.06% Reduce -3.5% 15,863 $16.0M
Running Oak Capital LLC 1.97% Reduce -5.2% 15,572 $15.7M
Public Employees Retirement System of Ohio 0.05% Reduce -5.5% 15,443 $15.6M
Federated Hermes, Inc. 0.03% Reduce -6.8% 15,387 $15.5M
Townsend & Associates, Inc 1.38% Add +2.5% 14,537 $15.5M
Handelsbanken Fonder AB 0.05% Add +6.6% 15,149 $15.3M
State of New Jersey Common Pension Fund D 0.06% Reduce -4.2% 15,095 $15.2M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -0.3% 14,702 $14.8M
Creative Planning 0.01% Add +9.5% 14,554 $14.7M
Pathstone Holdings, LLC 0.06% Reduce -2.7% 14,472 $14.6M
Birch Capital Management, LLC 7.25% Add +0.0% 14,410 $14.5M
JGP Wealth Management, LLC 1.50% Add +3.7% 14,241 $14.4M
Isthmus Partners, LLC 1.59% Reduce -1.3% 14,174 $14.3M
First Trust Advisors LP 0.01% Reduce -21.9% 14,038 $14.2M
Greatmark Investment Partners, Inc. 1.67% Reduce -0.6% 13,963 $14.1M
Yousif Capital Management, LLC 0.15% Reduce -4.3% 13,310 $13.8M
Natixis Advisors, LLC 0.02% Reduce -11.8% 13,592 $13.7M
Williams Jones Wealth Management, LLC. 0.15% No change 13,493 $13.6M
DNB Asset Management AS 0.05% Reduce -1.1% 13,100 $13.2M
State of Michigan Retirement System 0.06% Reduce -3.1% 12,617 $12.7M
Illinois Municipal Retirement Fund 0.16% Reduce -6.2% 12,519 $12.6M
O'shaughnessy Asset Management, LLC 0.07% Reduce -27.5% 12,509 $12.6M
Arizona State Retirement System 0.07% Reduce -7.6% 12,468 $12.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -8.6% 12,458 $12.6M
MetLife Investment Management, LLC 0.06% Reduce -3.4% 12,291 $12.4M
Mattern Capital Management, LLC 1.46% Add +4.8% 12,234 $12.3M
Van Eck Associates Corp. 0.01% Add +7.7% 12,164 $12.3M
Xponance LLC 0.09% Add +4.1% 11,878 $12.0M
Gotham Asset Management 0.04% Reduce -36.9% 11,705 $11.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Reduce -13.6% 11,691 $11.8M
ASR Vermogensbeheer N.V. 0.14% Reduce -0.9% 11,627 $11.7M
CIBC Private Wealth Group LLC 0.02% Reduce -3.9% 11,618 $11.7M
Czech National Bank 0.08% Add +3.2% 11,535 $11.6M
Ensign Peak Advisors, Inc 0.02% Reduce -46.4% 11,456 $11.6M
Schonfeld Strategic Advisors LLC 0.06% Add +413.0% 11,446 $11.5M
TD Waterhouse Canada Inc. 0.07% Add +4.8% 11,297 $11.4M
OP Asset Management Ltd 0.13% Add +22.2% 11,150 $11.3M
Guardian Capital LP 0.33% Reduce -13.6% 11,138 $11.2M
LS Investment Advisors, LLC 1.57% Reduce -10.6% 11,072 $11.2M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Reduce -26.6% 10,947 $11.0M
Toth Financial Advisory Corp. 1.20% Reduce -1.0% 10,925 $11.0M
Nisa Investment Advisors, LLC 0.04% Add +6.2% 10,569 $10.7M
M&T Bank Corp 0.03% Add +10.2% 10,447 $10.5M
CIBC Asset Management Inc 0.03% Add +65.3% 10,418 $10.5M
Advanced Asset Management Advisors Inc 2.82% No change 10,250 $10.3M
Eurizon Capital SGR S.p.A. 0.03% — 10,218 $10.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -3.7% 10,175 $10.3M
Osaic Holdings, Inc. 0.01% Reduce -11.8% 10,130 $10.2M
Cresset Asset Management, LLC 0.04% Add +1.0% 9,610 $9.7M
Investment House LLC 0.46% Reduce -11.7% 9,559 $9.6M
Legacy Trust 1.77% Add +1.6% 9,385 $9.5M
Natixis 0.04% Add +147.1% 9,379 $9.5M
Amalgamated Bank 0.07% Reduce -7.4% 9,358 $9.4M
Retirement Systems of Alabama 0.03% Reduce -0.8% 9,307 $9.4M
Te Ahumairangi Investment Management Ltd 1.64% Reduce -17.4% 9,044 $9.1M
Wealthfront Advisers LLC 0.02% Reduce -6.5% 8,932 $9.0M
Nicollet Investment Management, Inc. 2.85% Add +0.8% 8,925 $9.0M
Marietta Investment Partners LLC 1.79% Reduce -3.6% 8,919 $9.0M
Keybank National Association 0.03% Add +38.3% 8,851 $8.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +17.1% 8,808 $8.9M
Kinsale Capital Group, Inc. 1.46% Add +4.0% 8,707 $8.8M
Farmers & Merchants Investments Inc. 0.24% Reduce -4.9% 8,674 $8.8M
Mariner, LLC 0.01% Reduce -32.4% 8,451 $8.5M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -1.0% 8,188 $8.3M
Spring Capital Management, LLC 4.18% Reduce -3.3% 8,187 $8.3M
HighTower Advisors, LLC 0.01% Add +1.1% 8,161 $8.2M
Callan Family Office, LLC 0.18% Add +6.5% 8,119 $8.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +22.8% 8,050 $8.1M
Aurdan Capital Management, LLC 2.48% Reduce -1.3% 7,963 $8.0M
Marks Group Wealth Management, Inc 0.76% Reduce -9.2% 7,889 $8.0M
Employees Provident Fund Board 0.06% No change 7,803 $7.9M
Daiwa Securities Group Inc. 0.03% Add +0.6% 7,656 $7.7M
Woodline Partners LP 0.03% Add +37.2% 7,495 $7.6M
NBT Bank, N.A. 0.49% Reduce -4.7% 7,464 $7.5M
Fulton Breakefield Broenniman LLC 0.47% Reduce -6.0% 7,418 $7.5M
Mogy Joel R Investment Counsel Inc. 0.41% Reduce -18.1% 7,415 $7.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -0.9% 7,294 $7.4M
Utah Retirement Systems 0.07% Reduce -0.4% 7,287 $7.4M
USS Investment Management Ltd 0.04% Add +0.8% 7,241 $7.3M
Macquarie Group Ltd. 0.03% Reduce -42.4% 7,195 $7.3M
Kornitzer Capital Management Inc. 0.15% Reduce -2.7% 7,104 $7.2M
Foyston, Gordon & Payne Inc 1.56% Add +0.8% 7,102 $7.2M
Guggenheim Capital LLC 0.05% Reduce -11.8% 7,083 $7.1M
Chesley Taft & Associates LLC 0.28% Reduce -0.4% 6,951 $7.0M
Edgestream Partners, L.P. 0.20% Add +343.1% 6,934 $7.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% Reduce -73.2% 6,800 $6.9M
EP Wealth Advisors, LLC 0.04% — 6,694 $6.8M
Pinebridge Investments LLC 0.05% — 6,673 $6.7M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -6.5% 6,659 $6.7M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -7.7% 6,554 $6.6M
Zions Bancorporation, National Association 0.31% Add +7.7% 6,545 $6.6M
Robeco Institutional Asset Management B.V. 0.01% Reduce -54.8% 6,528 $6.6M
Prudential PLC 0.05% Reduce -11.6% 6,418 $6.5M
New York Life Investment Management LLC 0.06% Reduce -1.1% 6,346 $6.4M
Columbus Macro, LLC 0.69% Add +1.3% 6,252 $6.3M
Janus Henderson Group PLC 0.00% Add +2.1% 6,209 $6.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.3% 6,175 $6.2M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +19.1% 6,103 $6.2M
Cibc World Markets Corp. 0.03% — 6,145 $6.2M
Advisors Asset Management, Inc. 0.10% Reduce -9.7% 6,137 $6.2M
Candriam S.C.A. 0.03% Reduce -54.0% 6,128 $6.2M
Investment Management Corp of Ontario 0.08% Add +19.2% 6,118 $6.2M
Azzad Asset Management Inc. 0.60% Add +2.1% 6,072 $6.1M
Nissay Asset Management Corp. /Japan 0.03% Add +0.9% 6,044 $6.1M
Orange Investment Advisors, Inc. 0.67% Reduce -11.6% 6,018 $6.1M
Carderock Capital Management Inc. 1.47% Reduce -0.2% 5,999 $6.1M
Federation des caisses Desjardins du Quebec 0.02% Add +6.5% 5,967 $6.0M
Freestone Capital Holdings, LLC 0.18% Add +7.0% 5,955 $6.0M
Rakuten Investment Management, Inc. 0.02% Reduce -91.3% 5,827 $6.0M
Commerce Bank 0.03% Reduce -1.0% 5,886 $5.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.05% — 5,862 $5.9M
Schmidt P J Investment Management Inc. 0.96% Add +3.4% 5,856 $5.9M
Voleon Capital Management LP 0.13% Reduce -62.6% 5,828 $5.9M
Peninsula Asset Management Inc. 3.01% Reduce -1.9% 5,817 $5.9M
Tidal Investments LLC 0.02% Add +8.9% 5,779 $5.8M
Meiji Yasuda Asset Management Co Ltd. 0.28% Reduce -5.1% 5,760 $5.8M
Allworth Financial LP 0.02% Add +4.2% 5,694 $5.7M
Holocene Advisors, LP 0.01% Add +8.5% 5,592 $5.6M
Ethic Inc. 0.09% Reduce -2.5% 5,522 $5.6M
Atom Investors LP 0.44% New 5,505 $5.6M
Commonwealth Equity Services, LLC 0.01% Reduce -44.7% 5,490 $5.5M
Hantz Financial Services, Inc. 0.08% Add +7.5% 5,487 $5.5M
Public Sector Pension Investment Board 0.02% Reduce -52.6% 5,484 $5.5M
Nordea Investment Management AB 0.00% Reduce -85.2% 5,423 $5.5M
Captrust Financial Advisors 0.01% Add +2.8% 5,455 $5.5M
King Luther Capital Management Corp. 0.02% No change 5,409 $5.5M
Glenmede Trust Co. NA 0.03% — 5,392 $5.4M
Exchange Traded Concepts, LLC 0.04% Add +2.3% 5,341 $5.4M
State of Tennessee, Department of Treasury 0.02% Reduce -2.6% 4,971 $5.4M
Concentric Capital Strategies, LP 0.28% New 5,288 $5.3M
Bahl & Gaynor LLC 0.03% Reduce -0.3% 5,270 $5.3M
Los Angeles Capital Management LLC 0.02% Reduce -17.0% 5,521 $5.3M
Landscape Capital Management, L.L.C. 0.35% New 5,223 $5.3M
Sheets Smith Wealth Management 0.57% Reduce -4.7% 5,178 $5.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.1% 5,143 $5.2M
Vident Advisory, LLC 0.05% Add +69.7% 5,051 $5.1M
Insight Wealth Strategies, LLC 0.58% Add +1.4% 5,045 $5.1M
Oregon Public Employees Retirement Fund 0.06% Add +0.7% 5,032 $5.1M
Cornerstone Wealth Management, LLC 0.26% Add +2.5% 5,022 $5.1M
Pacer Advisors, Inc. 0.01% Add +40.3% 5,011 $5.1M
YHB Investment Advisors, Inc. 0.35% Add +4.2% 5,009 $5.1M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.7% 4,991 $5.0M
Baird Financial Group, Inc. 0.01% Add +2.8% 4,937 $5.0M
Avanza Fonder AB 0.12% Add +17.0% 4,827 $4.9M
Nomura Asset Management International Inc. 0.01% — 4,791 $4.8M
Generali Asset Management SPA SGR 0.10% Reduce -0.7% 4,768 $4.8M
Steward Partners Investment Advisory, LLC 0.03% Add +4.3% 4,730 $4.8M
Mutual of America Capital Management LLC 0.05% Reduce -1.5% 4,699 $4.7M
Mercer Global Advisors Inc. 0.01% Add +4.1% 4,697 $4.7M
Pallas Capital Advisors LLC 0.15% Reduce -14.8% 4,637 $4.7M
KBC Group NV 0.01% Add +4.4% 4,635 $4.7M
Kestra Advisory Services, LLC 0.02% Add +124.0% 4,606 $4.6M
Pinnacle Financial Partners, Inc. 0.03% — 4,581 $4.6M
Eurizon SLJ Capital Ltd 1.81% — 4,538 $4.6M
McKinley Carter Wealth Services, Inc. 0.25% Reduce -1.0% 4,442 $4.5M
Verition Fund Management LLC 0.03% Reduce -47.3% 4,439 $4.5M
Hamilton Capital Partners Inc. 0.16% Add +47.6% 4,434 $4.5M
Credit Agricole S A 0.01% Reduce -72.7% 4,424 $4.5M
Two Sigma Investments, LP 0.01% Add +1000.0% 4,400 $4.4M
State of Alaska, Department of Revenue 0.05% Reduce -8.8% 4,385 $4.4M
Chicago Capital, LLC 0.11% Add +2.1% 4,361 $4.4M
BankPlus Trust Department 1.15% Add +0.6% 4,348 $4.4M
Rwa Wealth Partners, LLC 0.05% New 4,346 $4.4M
Public Employees Retirement Association of Colorado 0.02% No change 4,241 $4.3M
UniSuper Management Pty Ltd 0.03% Reduce -3.7% 4,195 $4.2M
Oppenheimer & Co. Inc. 0.06% Add +1.1% 4,180 $4.2M
MML Investors Services, LLC 0.01% Add +3.4% 4,169 $4.2M
Bey-Douglas LLC 3.37% Reduce -0.4% 4,167 $4.2M
Benjamin Edwards Inc. 0.05% Add +10.3% 4,108 $4.1M
Oppenheimer Asset Management Inc. 0.05% Reduce -6.0% 4,087 $4.1M
Canada Pension Plan Investment Board 0.00% Reduce -58.8% 4,082 $4.1M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 4,079 $4.1M
Canal Capital Management, LLC 0.58% Add +4.4% 4,065 $4.1M
Transcend Capital Advisors, LLC 0.31% Reduce -0.2% 3,984 $4.0M
Stance Capital LLC 1.48% Add +197.6% 3,982 $4.0M
Bell Asset Management Ltd 1.07% New 3,930 $4.0M
Fideuram Asset Management (Ireland) dac 0.32% — 3,936 $4.0M
IMA Advisory Services, Inc. 0.38% No change 3,950 $4.0M
Rafferty Asset Management, LLC 0.01% Reduce -1.5% 3,899 $3.9M
Tredje AP-fonden 0.03% Add +28.9% 3,871 $3.9M
Brown Brothers Harriman & Co. 0.02% Add +5.9% 3,836 $3.9M
Wendell David Associates Inc. 0.39% Reduce -11.3% 3,827 $3.9M
Brown Advisory Inc. 0.01% Add +4.7% 3,774 $3.8M
Rockefeller Capital Management L.P. 0.01% Add +79.2% 3,764 $3.8M
STRS Ohio 0.01% Add +253.8% 3,747 $3.8M
Caprock Group, LLC 0.08% Reduce -9.9% 3,727 $3.8M
Atria Investments, Inc 0.04% Reduce -4.9% 3,723 $3.8M
Banque Cantonale Vaudoise 0.13% Add +7.2% 3,707 $3.7M
Fiduciary Trust Co 0.04% Reduce -0.3% 3,707 $3.7M
North Star Investment Management Corp. 0.23% Add +0.0% 3,706 $3.7M
Allianz Asset Management GmbH 0.00% Reduce -31.9% 3,704 $3.7M
Vestcor Inc 0.11% Reduce -21.3% 3,700 $3.7M
CFS Investment Advisory Services, LLC 0.27% Reduce -0.1% 3,692 $3.7M
United Capital Financial Advisors, LLC 0.02% Add +2.5% 3,658 $3.7M
Old National Bancorp 0.06% Reduce -3.8% 3,611 $3.6M
Prospera Financial Services Inc 0.06% Add +4.1% 3,518 $3.6M
Granite Investment Partners, LLC 0.21% Add +22.3% 3,519 $3.6M
Bessemer Group Inc. 0.01% Add +1.6% 3,509 $3.5M
Diversified Trust Co. 0.06% Reduce -9.2% 3,479 $3.5M
Teachers Retirement System of the State of Kentucky 0.03% No change 3,475 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -42.7% 3,438 $3.5M
Praxis Investment Management Inc. 0.20% No change 3,400 $3.4M
Capital Planning Advisors, LLC 0.46% Reduce -5.3% 3,378 $3.4M
Gateway Investment Advisers LLC 0.03% Add +16.3% 3,354 $3.4M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -45.0% 3,349 $3.4M
Allstate Corp. 0.05% Add +102.6% 3,320 $3.4M
Vista Investment Partners LLC 0.87% Add +0.6% 3,269 $3.3M
Laird Norton Wetherby Trust Company, LLC 0.07% New 3,269 $3.3M
Fifth Third Bancorp 0.01% Reduce -1.6% 3,228 $3.3M
Groupe la Francaise 0.05% Add +2.1% 3,224 $3.3M
NewEdge Advisors, LLC 0.01% Add +25.3% 3,183 $3.2M
Madison Asset Management, LLC 0.04% Reduce -3.2% 3,182 $3.2M
Hummer Financial Advisory Services Inc 2.26% Reduce -5.9% 3,167 $3.2M
Polymer Capital Management (US) LLC 0.41% New 3,150 $3.2M
Jensen Investment Management Inc. 0.05% Add +36.5% 3,140 $3.2M
BLI - Banque de Luxembourg Investments 0.09% Add +20.0% 3,000 $3.1M
Horizon Investments, LLC 0.04% Reduce -29.5% 3,036 $3.1M
Lido Advisors, LLC 0.01% Reduce -0.8% 3,125 $3.0M
SummitTX Capital, L.P. 0.09% Add +256.5% 3,016 $3.0M
Mizuho Securities USA LLC 0.05% Reduce -0.6% 3,185 $3.0M
Norinchukin Bank, The 0.04% Add +8.3% 2,980 $3.0M
Parr McKnight Wealth Management Group, LLC 0.39% Reduce -6.5% 2,945 $3.0M
Allianz SE 0.04% No change 2,935 $3.0M
D.A. Davidson & Co. 0.02% Reduce -11.6% 2,907 $2.9M
Savant Capital, LLC 0.02% Reduce -4.4% 2,831 $2.9M
Kintegral Advisory, LLC 0.24% Reduce -2.7% 2,821 $2.8M
Perigon Wealth Management, LLC 0.05% Reduce -3.5% 2,788 $2.8M
Kentucky Retirement Systems 0.08% No change 2,781 $2.8M
Principle Wealth Partners LLC 0.16% No change 2,771 $2.8M
Sanctuary Advisors, LLC 0.02% Add +1.0% 2,765 $2.8M
Vinva Investment Management Ltd 0.03% Add +218.6% 2,724 $2.8M
Intech Investment Management LLC 0.02% Reduce -48.1% 2,732 $2.8M
QRG Capital Management, Inc. 0.03% Add +14.3% 2,715 $2.7M
Eads & Heald Wealth Management 1.31% Reduce -1.5% 2,684 $2.7M
Jane Street Group, LLC 0.00% Add +24.1% 2,618 $2.6M
Two Sigma Securities, LLC 0.36% Reduce -27.4% 2,609 $2.6M
Advisory Services Network, LLC 0.04% Reduce -6.0% 2,587 $2.6M
Metis Global Partners, LLC 0.06% Reduce -7.2% 2,583 $2.6M
Hills Bank & Trust Co 0.15% Reduce -3.2% 2,566 $2.6M
Ostrum Asset Management 0.12% Reduce -17.7% 2,564 $2.6M
Silver Lake Advisory, LLC 1.00% Add +0.2% 2,560 $2.6M
NEOS Investment Management LLC 0.01% Reduce -5.0% 2,554 $2.6M
Bokf, NA 0.04% Reduce -3.4% 2,544 $2.6M
Bancreek Capital Management, LP 10.67% Reduce -36.8% 2,541 $2.6M
Citizens Financial Group Inc. 0.03% Add +3.4% 2,529 $2.6M
Hartford Investment Management Co. 0.08% Reduce -2.1% 2,525 $2.5M
Logan Capital Management Inc. 0.11% No change 2,524 $2.5M
Jump Financial, LLC 0.03% Add +20.8% 2,513 $2.5M
Quantitative Investment Management, LLC 0.24% Add +460.0% 2,492 $2.5M
Wedbush Securities Inc. 0.07% Add +43.4% 2,457 $2.5M
Concord Wealth Partners 0.32% Add +5.7% 2,450 $2.5M
Bragg Financial Advisors, Inc 0.08% Reduce -5.3% 2,447 $2.5M
Concord Asset Management, LLC 0.42% Add +2.9% 2,422 $2.4M
Delta Global Management LP 0.18% Reduce -0.1% 2,416 $2.4M
NLB Skladi, upravljanje premozenja, d.o.o. 0.11% — 2,393 $2.4M
Fuller & Thaler Asset Management, Inc. 0.01% No change 2,381 $2.4M
Cwm, LLC 0.01% Add +9.7% 2,374 $2.4M
Merit Financial Group, LLC 0.02% Add +72.3% 2,353 $2.4M
DF Dent & Co. Inc. 0.03% No change 2,340 $2.4M
Private Advisor Group, LLC 0.01% Add +0.9% 2,336 $2.4M
Vista Investment Partners Ii, LLC 1.00% Add +5.3% 2,295 $2.3M
V-Square Quantitative Management LLC 0.24% New 2,272 $2.3M
Sequoia Financial Advisors, LLC 0.01% Add +44.6% 2,272 $2.3M
Patron Partners, LLC 1.01% Reduce -1.3% 2,247 $2.3M
IFP Advisors, Inc 0.05% Add +33.4% 2,235 $2.3M
New Age Alpha Advisors, LLC 0.10% Reduce -3.2% 2,222 $2.2M
Pinnacle Associates Ltd. 0.03% Add +5.8% 2,219 $2.2M
Oarsman Capital, Inc. 0.29% Add +0.2% 2,217 $2.2M
Gulf International Bank (UK) Ltd 0.07% No change 2,214 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -4.3% 2,200 $2.2M
Vectors Research Management, LLC 0.68% Reduce -5.8% 2,198 $2.2M
Maryland State Retirement & Pension System 0.05% No change 2,195 $2.2M
Alps Advisors Inc. 0.01% Add +1.3% 2,172 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -2.7% 2,151 $2.2M
Albert D Mason Inc. 1.43% Add +0.3% 2,155 $2.2M
Clearstead Advisors, LLC 0.03% Reduce -5.9% 2,149 $2.2M
XTX Topco Ltd 0.06% Add +33.6% 2,142 $2.2M
Legacy Financial Strategies, LLC 0.38% Reduce -14.6% 2,119 $2.1M
FORA Capital, LLC 0.26% Reduce -3.3% 2,105 $2.1M
Parallel Advisors, LLC 0.04% Add +9.1% 2,097 $2.1M
Alpine Woods Capital Investors, LLC 0.50% Reduce -19.4% 2,096 $2.1M
AG2R La Mondiale Gestion D'actifs 0.09% Add +11.1% 2,039 $2.1M
Axxcess Wealth Management, LLC 0.04% Add +101.7% 2,023 $2.0M
North Star Asset Management Inc. 0.08% No change 2,005 $2.0M
New Mexico Educational Retirement Board 0.06% No change 2,000 $2.0M
Accurate Wealth Management, LLC 0.26% Reduce -11.3% 1,953 $2.0M
Tealwood Asset Management Inc. 0.90% Reduce -1.4% 1,984 $2.0M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -0.8% 1,977 $2.0M
NewEdge Wealth, LLC 0.02% Add +66.1% 1,970 $2.0M
Apollon Wealth Management, LLC 0.03% Reduce -30.8% 1,963 $2.0M
Huntington National Bank 0.02% Add +1.6% 1,960 $2.0M
Park Avenue Securities LLC 0.02% Add +10.0% 1,953 $2.0M
Tema ETFs LLC 0.15% Reduce -6.4% 1,946 $2.0M
Nicholson Wealth Management Group, LLC 1.15% Add +5.2% 1,937 $2.0M
Venturi Wealth Management, LLC 0.09% Reduce -1.2% 1,934 $2.0M
Scharf Investments, LLC 0.05% Reduce -14.2% 1,931 $1.9M
Union Bancaire Privee, UBP SA 0.02% New 2,176 $1.9M
PFA Pension, Forsikringsaktieselskab 0.01% — 1,891 $1.9M
WBH Advisory Inc. 0.14% No change 1,909 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -20.7% 1,908 $1.9M
OMERS ADMINISTRATION Corp 0.01% Reduce -46.3% 1,865 $1.9M
Roundview Capital LLC 0.12% Reduce -0.2% 1,863 $1.9M
HBK Sorce Advisory LLC 0.04% Reduce -1.0% 1,567 $1.9M
Fragasso Financial Advisors Inc 0.11% Reduce -1.3% 1,857 $1.9M
Aristotle Capital Management, LLC 0.00% No change 1,833 $1.8M
McDaniel Terry & Co. 0.16% No change 1,830 $1.8M
MWA Asset Management 1.02% Reduce -2.7% 1,820 $1.8M
Linden Thomas Advisory Services, LLC 0.18% Add +3.2% 1,798 $1.8M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +6.3% 1,795 $1.8M
MUFG Securities EMEA plc 0.02% Add +113.0% 1,793 $1.8M
DAVENPORT & Co LLC 0.01% Add +0.6% 1,789 $1.8M
Johnson Investment Counsel Inc. 0.01% No change 1,781 $1.8M
Burney Co./ 0.06% Add +1.1% 1,780 $1.8M
Nomura Holdings Inc. 0.01% Reduce -34.1% 1,778 $1.8M
Terra Nova Asset Management LLC 1.18% Add +16.7% 1,769 $1.8M
Greenleaf Trust 0.02% Add +0.9% 1,767 $1.8M
Westerkirk Capital Inc. 0.17% Add +73.0% 1,756 $1.8M
Harbor Capital Advisors, Inc. 0.14% Reduce -0.2% 1,755 $1.8M
Crossmark Global Holdings, Inc. 0.03% Add +71.6% 1,754 $1.8M
O'Brien Greene & Co. Inc 0.51% No change 1,705 $1.7M
Bailard, Inc. 0.04% Add +81.1% 1,702 $1.7M
ICW Investment Advisors LLC 0.62% Add +0.2% 1,701 $1.7M
Cadinha & Co. LLC 0.26% Reduce -88.3% 1,698 $1.7M
MASTERINVEST Kapitalanlage GmbH 0.16% Reduce -30.1% 1,655 $1.7M
Unique Wealth, LLC 0.24% Reduce -24.1% 1,672 $1.7M
Tobam 0.41% Add +3283.7% 1,658 $1.7M
Evergreen Capital Management LLC 0.04% Add +526.9% 1,655 $1.7M
Kesler, Norman & Wride, LLC 0.28% Reduce -5.4% 1,643 $1.7M
Harrington Investments, INC 0.83% Reduce -1.7% 1,634 $1.6M
Montecito Bank & Trust 0.26% Reduce -1.5% 1,620 $1.6M
Quadrant Capital Group LLC 0.05% Add +29.3% 1,611 $1.6M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -15.5% 1,595 $1.6M
Global Retirement Partners, LLC 0.03% Add +218.2% 1,575 $1.6M
Moody LYNN Lieberson & Walker, LLC 0.08% Reduce -0.1% 1,572 $1.6M
Founders Financial Securities LLC 0.09% Add +7.1% 1,567 $1.6M
Monument Capital Management 0.39% Reduce -68.0% 1,559 $1.6M
Ballentine Partners, LLC 0.02% Reduce -9.3% 1,550 $1.6M
Empirical Finance, LLC 0.07% Reduce -3.7% 1,538 $1.6M
Vise Technologies, Inc. 0.03% Add +38.9% 1,527 $1.5M
VestGen Advisors, LLC 0.07% Reduce -6.9% 1,526 $1.5M
Courier Capital LLC 0.09% Reduce -6.0% 1,526 $1.5M
North Dakota State Investment Board 0.06% — 1,520 $1.5M
SOA Wealth Advisors, LLC. 0.25% Reduce -5.9% 1,516 $1.5M
Jones Financial Companies LLLP 0.00% Add +8.5% 1,514 $1.5M
HB Wealth Management, LLC 0.01% Add +2.3% 1,502 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.0% 1,496 $1.5M
UMB Bank, n.a. 0.02% Reduce -79.9% 1,496 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +3.8% 1,479 $1.5M
Atlas Legacy Advisors, LLC 0.26% Add +9.8% 1,466 $1.5M
Aviso Financial Inc. 0.06% Add +4.7% 1,433 $1.4M
Optas, LLC 0.23% Add +4.3% 1,428 $1.4M
Garner Asset Management Corp 0.55% Add +3.2% 1,412 $1.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.02% — 1,400 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.4% 1,398 $1.4M
World Investment Advisors 0.02% Add +5.9% 1,392 $1.4M
Quadcap Wealth Management, LLC 0.16% Add +1.3% 1,359 $1.4M
Nations Financial Group Inc, /Ia/ 0.07% Add +0.4% 1,354 $1.4M
MOKAN Wealth Management Inc. 0.61% Add +3.3% 1,355 $1.4M
Hancock Whitney Corp. 0.02% Reduce -47.9% 1,348 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +4.3% 1,345 $1.4M
Geo Capital Gestora de Recursos Ltd 2.79% New 1,339 $1.4M
Formidable Asset Management, LLC 0.20% Reduce -33.4% 1,415 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -7.8% 1,334 $1.3M
Aptus Capital Advisors, LLC 0.01% Add +11.7% 1,321 $1.3M
Everpar Advisors LLC 0.49% Add +0.5% 1,314 $1.3M
Principal Securities, Inc. 0.02% Reduce -0.8% 1,310 $1.3M
Meeder Advisory Services, Inc. 0.06% Add +17.6% 1,302 $1.3M
Covenant Partners, LLC 0.38% No change 1,302 $1.3M
Ti-Trust, Inc. 0.81% No change 1,300 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.5% 1,299 $1.3M
Hamilton Point Investment Advisors, LLC 0.20% No change 1,276 $1.3M
Clifford Swan Investment Counsel LLC 0.04% No change 1,273 $1.3M
Bradley Foster & Sargent Inc. 0.02% Reduce -7.5% 1,272 $1.3M
Monarch Capital Management Inc. 0.31% Reduce -0.6% 1,268 $1.3M
1ST Source Bank 0.07% No change 1,266 $1.3M
Meiji Yasuda Life Insurance Co 0.04% No change 1,257 $1.3M
Neville Rodie & Shaw Inc. 0.09% No change 1,254 $1.3M
Pensionfund Sabic 0.34% No change 1,250 $1.3M
Choreo, LLC 0.02% Add +1.1% 1,234 $1.3M
Cerro Pacific Wealth Advisors LLC 0.34% Reduce -0.7% 1,245 $1.3M
Farther Finance Advisors, LLC 0.01% Add +57.6% 1,231 $1.2M
Keating Financial Advisory Services, Inc. 0.17% — 1,230 $1.2M
Securian Asset Management, Inc. 0.05% Reduce -42.1% 1,227 $1.2M
BKM Wealth Management, LLC 0.45% Reduce -26.6% 1,219 $1.2M
Fielder Capital Group LLC 0.26% Add +9.9% 1,213 $1.2M
Signaturefd, LLC 0.02% Reduce -0.2% 1,205 $1.2M
DSG Capital Advisors, LLC 0.18% Reduce -16.6% 1,129 $1.2M
MAI Capital Management 0.01% Reduce -9.3% 1,182 $1.2M
Manchester Capital Management LLC 0.16% Add +19.9% 1,180 $1.2M
Mufg Securities Americas Inc. 0.07% Reduce -0.6% 1,179 $1.2M
CX Institutional 0.04% Add +4.7% 1,171 $1.2M
Mission Wealth Management, LP 0.02% Reduce -2.0% 1,169 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% No change 1,166 $1.2M
Squarepoint Ops LLC 0.00% Reduce -62.8% 1,166 $1.2M
GMO 0.00% Add +105.3% 1,164 $1.2M
Regions Financial Corp. 0.01% Reduce -6.0% 1,151 $1.2M
Independent Advisor Alliance 0.03% Reduce -10.1% 1,149 $1.2M
Wahed Invest LLC 0.15% Reduce -7.4% 1,149 $1.2M
Oddo BHF Asset Management Sas 0.04% Add +2.4% 1,148 $1.2M
Stratos Wealth Partners, LTD. 0.01% Add +7.3% 1,147 $1.2M
Stephens Inc. 0.01% Add +3.3% 1,147 $1.2M
Legacy Advisors, LLC 0.12% Add +2.3% 1,133 $1.1M
Verus Financial Partners, Inc. 0.10% Reduce -8.1% 1,082 $1.1M
Waverly Advisors, LLC 0.01% Add +4.1% 1,124 $1.1M
Caxton Associates LLP 0.02% Reduce -9.6% 1,116 $1.1M
Associated Banc-Corp 0.03% Add +18.7% 1,109 $1.1M
Kuhn & Co Investment Counsel 0.74% No change 1,098 $1.1M
VARCOV Co. 0.44% — 1,098 $1.1M
Coldstream Capital Management Inc. 0.01% Add +1.0% 1,097 $1.1M
Legacy Capital Wealth Partners, LLC 0.23% Add +4.3% 1,084 $1.1M
Liberty Square Wealth Partners LLC 0.31% No change 1,080 $1.1M
Summit Trail Advisors, LLC 0.02% Reduce -25.2% 1,075 $1.1M
Western Wealth Management, LLC 0.05% Add +401.9% 1,059 $1.1M
Thomas Story & Son LLC 0.39% No change 1,053 $1.1M
Cushing Capital Partners, LLC 0.79% Reduce -4.8% 1,053 $1.1M
Shufro Rose & Co. LLC 0.07% No change 1,050 $1.1M
Sentry LLC 0.29% No change 1,050 $1.1M
Fiduciary Group, LLC 0.09% Add +34.5% 1,042 $1.1M
Banco BTG Pactual S.A. 0.19% New 1,039 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% Reduce -8.3% 1,025 $1.0M
Widmann Financial Services, Inc. 0.63% Add +1.0% 1,025 $1.0M
Strategic Advocates LLC 0.26% Add +2.0% 1,010 $1.0M
Raiffeisen Bank International AG 0.01% Reduce -12.8% 1,006 $1.0M
Plato Investment Management Ltd 0.07% No change 1,011 $1.0M
Jefferies Financial Group Inc. 0.01% Reduce -71.5% 1,011 $1.0M
Rothschild Investment LLC 0.06% Add +0.2% 1,002 $1.0M
Worldquant Millennium Advisors LLC 0.00% Reduce -90.9% 1,002 $1.0M
Concurrent Investment Advisors, LLC 0.01% Add +73.6% 1,000 $1.0M
Andrews Advisory Associates, LLC 0.54% — 1,000 $1.0M
Medallion Wealth Advisors, LLC 0.34% No change 1,000 $1.0M
Inlet Private Wealth, LLC 0.23% No change 1,000 $1.0M
Essex Bank 0.22% No change 993 $1.0M
Clark & Stuart, Inc 0.69% No change 990 $999K
Modern Wealth Management, LLC 0.02% Add +2.1% 982 $991K
Birmingham Capital Management Co. Inc. 0.44% No change 980 $989K
Ticino Wealth 0.36% — 970 $979K
GAMMA Investing LLC 0.05% Add +31.9% 968 $977K
Aaron Wealth Advisors LLC 0.05% Add +20.7% 962 $971K
Cary Street Partners Financial LLC 0.02% Add +7.2% 955 $964K
Syon Capital LLC 0.05% Add +40.6% 952 $961K
Calton & Associates, Inc. 0.14% No change 951 $960K
TCTC Holdings, LLC 0.03% No change 950 $959K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.34% Add +162.9% 949 $958K
AlphaCore Capital LLC 0.02% Add +3.4% 925 $933K
Canada Post Corp Registered Pension Plan 0.04% Add +33.1% 924 $932K
Savvy Advisors, Inc. 0.03% Add +7.1% 920 $928K
SeaCrest Wealth Management, LLC 0.09% Add +3.9% 918 $922K
Dynamic Advisor Solutions LLC 0.03% Reduce -10.9% 914 $922K
United Asset Strategies, Inc. 0.07% Add +1.5% 906 $914K
Azimuth Capital Investment Management LLC 0.03% Add +2.8% 905 $913K
Guidance Capital, Inc. 0.22% Add +3.3% 846 $902K
Invariant Investment Management 0.58% — 874 $900K
Spire Wealth Management 0.03% Reduce -3.8% 885 $893K
J. Safra Sarasin Holding AG 0.01% Add +3.5% 882 $890K
Kathmere Capital Management, LLC 0.06% Reduce -2.4% 881 $889K
Northside Capital Management, LLC 0.08% No change 872 $880K
Brooklyn Investment Group 0.04% Add +93.1% 840 $862K
Mutual Advisors, LLC 0.02% Add +28.5% 852 $860K
Twelve Points Wealth Management LLC 0.19% Reduce -23.4% 829 $854K
Smartleaf Asset Management LLC 0.03% Add +44.2% 829 $847K
Kestra Private Wealth Services, LLC 0.01% Add +4.8% 837 $845K
Tower Research Capital LLC (TRC) 0.02% Reduce -45.4% 834 $842K
Pollock Investment Advisors, LLC 0.62% No change 830 $838K
Boit C F David 0.36% No change 800 $824K
Siemens Fonds Invest GmbH 0.04% Reduce -35.1% 805 $822K
Hilltop Holdings Inc. 0.05% Add +0.4% 809 $816K
Silvercrest Asset Management Group LLC 0.01% Reduce -64.7% 808 $815K
Sterling Capital Management LLC 0.01% Add +65.3% 805 $812K
Cypress Capital Group 0.09% No change 796 $803K
Hohimer Wealth Management, LLC 0.11% Add +1.2% 788 $795K
Argent Trust Co 0.03% No change 788 $795K
Wealth Alliance, LLC 0.08% Add +0.1% 781 $789K
Applied Capital LLC 0.54% No change 780 $787K
Advisors Capital Management, LLC 0.01% Add +6.0% 774 $781K
Ofi Invest Asset Management 0.01% Add +221.1% 806 $781K
Meridian Wealth Management, LLC 0.03% Add +56.8% 770 $777K
Wealth Enhancement Trust Services, Inc. 0.10% — 765 $772K
Tiaa Trust, National Association 0.00% Reduce -1.3% 764 $771K
BlueSky Wealth Advisors, LLC 0.10% No change 760 $767K
Salem Investment Counselors Inc. 0.02% Add +20.1% 758 $765K
BankPlus Wealth Management LLC 0.42% Reduce -1.6% 753 $761K
Great Valley Advisor Group, Inc. 0.01% Reduce -7.3% 748 $755K
Seeds Investor LLC 0.14% Add +10.0% 740 $746K
Adelphi Trust Co 0.60% — 734 $741K
Wedmont Private Capital 0.03% Reduce -1.5% 733 $736K
Oak Ridge Investments LLC 0.04% Reduce -5.6% 728 $735K
Level Four Advisory Services, LLC 0.02% New 717 $723K
Pittenger & Anderson Inc. 0.03% Reduce -21.4% 715 $721K
AE Wealth Management LLC 0.00% Reduce -5.8% 714 $720K
Strategic Investment Solutions, Inc. 0.17% Add +0.3% 713 $719K
TCW Group Inc. 0.01% New 702 $708K
Lewis Asset Management, LLC 0.29% No change 700 $706K
Equitable Holdings, Inc. 0.00% Reduce -6.3% 698 $704K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -2.6% 698 $704K
Simplicity Wealth,LLC 0.04% Reduce -2.3% 696 $702K
Sowell Financial Services LLC 0.03% Add +3.1% 693 $699K
TopTier Wealth Management, LLC 0.47% — 693 $699K
Banyan Capital Management, Inc. 0.30% Reduce -1.3% 686 $692K
Northstar Asset Management Inc. 0.18% Reduce -17.6% 686 $692K
Haverford Trust Co 0.01% Reduce -3.6% 686 $692K
3Chopt Investment Partners, LLC 0.15% Reduce -2.1% 683 $689K
Applied Finance Capital Management, LLC 0.05% Reduce -6.8% 681 $687K
Bollard Group LLC 0.02% Add +0.3% 677 $683K
Sawyer & Company, Inc 0.24% Add +1.5% 676 $682K
Crawford Investment Counsel Inc. 0.01% Reduce -7.4% 675 $681K
Erste Asset Management GmbH 0.01% Add +4.1% 662 $676K
Centerstone Investors, LLC 2.12% No change 669 $675K
Compound Planning, Inc. 0.02% Add +12.3% 668 $674K
SBI Securities Co., Ltd. 0.02% Add +0.6% 667 $673K
Argyle Capital Management, LLC 0.22% No change 665 $671K
B. Riley Wealth Advisors, Inc. 0.03% Add +5.6% 664 $670K
Sagespring Wealth Partners, LLC 0.01% Add +9.4% 663 $669K
Aster Capital Management (DIFC) Ltd 0.29% Reduce -57.6% 661 $667K
Ascentis Independent Advisors 0.11% Add +79.8% 660 $666K
NorthCrest Asset Manangement, LLC 0.01% New 656 $666K
Fayez Sarofim & Co 0.00% No change 656 $662K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% No change 652 $658K
Capital Investment Advisors, LLC 0.01% Add +12.8% 651 $657K
Wealthspire Advisors, LLC 0.01% Add +88.6% 645 $650K
Sage Mountain Advisors LLC 0.03% Add +8.8% 643 $649K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +2.2% 642 $648K
Horizon Investment Services, LLC 0.23% Reduce -2.3% 641 $647K
TCI Wealth Advisors, Inc. 0.04% Reduce -0.2% 640 $646K
Holos Integrated Wealth LLC 0.36% No change 642 $644K
Grey Ledge Advisors, LLC 0.15% Add +0.2% 637 $643K
IFG Advisory, LLC 0.03% Add +9.8% 637 $643K
Fort Washington Investment Advisors Inc. 0.00% Add +9.1% 637 $643K
Stratos Wealth Advisors, LLC 0.03% No change 636 $642K
AlphaGrep UK Ltd 0.21% — 633 $639K
Premier Path Wealth Partners, LLC 0.08% Reduce -13.9% 630 $636K
Sound Financial Strategies Group, LLC 0.45% Reduce -8.3% 629 $635K
Trueblood Wealth Management, LLC 0.25% Add +6.4% 628 $634K
Capstone Financial Advisors, Inc. 0.03% Reduce -32.5% 626 $632K
Drum Hill Capital, LLC 0.67% No change 625 $631K
Fifth Third Wealth Advisors LLC 0.02% Reduce -7.8% 624 $630K
Evolve Private Wealth, LLC 0.04% — 624 $630K
Blue Fin Capital, Inc. 0.10% Add +45.7% 622 $628K
Smith Shellnut Wilson LLC 0.24% Reduce -11.7% 619 $625K
Crestwood Advisors Group, LLC 0.01% Add +16.9% 615 $620K
Busey Bank 0.02% Reduce -1.0% 612 $618K
IHT Wealth Management, LLC 0.01% Reduce -20.5% 608 $614K
Daymark Wealth Partners, LLC 0.02% Reduce -1.8% 607 $613K
GTS Securities LLC 0.02% Add +107.2% 605 $610K
Blueshift Asset Management, LLC 0.18% Add +26.2% 602 $607K
DeDora Capital, Inc. 0.14% Add +8.1% 601 $606K
Nalls Sherbakoff Group, LLC 0.44% No change 600 $605K
St. Clair Advisors, LLC 0.16% No change 600 $605K
Global X Japan Co., Ltd. 0.05% Add +2.2% 596 $601K
DDD Partners, LLC 0.04% Add +0.3% 588 $593K
Mgo One Seven LLC 0.01% Add +12.4% 587 $592K
CI Investments Inc. 0.00% Reduce -20.8% 586 $591K
Certuity, LLC 0.04% Reduce -5.7% 583 $589K
First Manhattan Co. Llc. 0.00% Add +8.0% 583 $588K
Diversify Advisory Services, LLC 0.02% Add +39.1% 548 $586K
High Net Worth Advisory Group LLC 0.13% No change 580 $586K
BSW Wealth Partners 0.07% Reduce -1.7% 575 $580K
Ritholtz Wealth Management 0.01% Reduce -82.7% 569 $574K
Fisher Asset Management 0.00% Add +37.4% 566 $572K
Cardiff Park Advisors, LLC 0.05% New 564 $569K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -0.2% 562 $567K
Frank, Rimerman Advisors LLC 0.04% New 562 $567K
WINTON GROUP Ltd 0.02% New 562 $567K
Fidelis Capital Partners, LLC 0.04% Add +4.3% 561 $566K
Verdence Capital Advisors LLC 0.03% Reduce -44.8% 556 $561K
Gen-Wealth Partners Inc 0.18% Reduce -22.1% 553 $558K
CENTRAL TRUST Co 0.01% Add +0.4% 543 $548K
Arkadios Wealth Advisors 0.01% Add +8.2% 542 $547K
Ausdal Financial Partners, Inc. 0.03% Add +1.1% 540 $545K
Caisse Des Depots Et Consignations 0.01% New 539 $544K
Robertson Stephens Wealth Management, LLC 0.02% Add +4.5% 537 $542K
Centric Wealth Management 0.11% Add +0.2% 485 $532K
Cullen/Frost Bankers, Inc. 0.01% Reduce -6.4% 525 $530K
Algebris (uk) Ltd. 0.04% Reduce -30.8% 525 $530K
Wedgewood Investors Inc. 0.60% No change 525 $530K
OneDigital Investment Advisors LLC 0.01% Reduce -46.0% 520 $525K
Avity Investment Management Inc. 0.04% Reduce -1.9% 515 $520K
Assetmark, Inc. 0.00% Add +39.6% 508 $513K
Verus Capital Partners, LLC 0.03% Add +12.1% 508 $513K
PDS Planning, Inc 0.03% Reduce -5.8% 507 $512K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -26.8% 503 $508K
Chapman Financial Group, LLC 0.34% No change 500 $505K
Tradewinds Capital Management, LLC 0.11% Reduce -5.7% 500 $505K
Estabrook Capital Management 0.07% No change 500 $505K
Chesapeake Capital Corp. 0.42% No change 499 $504K
Nicolet Bankshares Inc. 0.08% Reduce -38.1% 498 $503K
L. Roy Papp & Associates, LLP 0.06% No change 498 $503K
HighPoint Advisor Group LLC 0.01% Reduce -19.1% 491 $496K
Abacus Wealth Partners, LLC 0.05% New 488 $492K
Fourpath Capital Management, LLC 0.07% Reduce -1.2% 487 $491K
Avantax Planning Partners, Inc. 0.01% Add +1.9% 483 $487K
Revisor Wealth Management LLC 0.13% No change 458 $487K
Wilmington Savings Fund Society, FSB 0.01% No change 479 $483K
Bank of New Hampshire 0.11% No change 478 $482K
Veracity Capital LLC 0.14% No change 475 $479K
Evercore Wealth Management, LLC 0.01% Reduce -18.6% 473 $477K
Zacks Investment Management 0.00% Reduce -0.2% 472 $476K
Sunpointe, LLC 0.16% Add +3.5% 470 $474K
Cynosure Group, LLC 0.05% Add +34.9% 464 $468K
Marble Wealth, LLC 0.06% — 454 $458K
Hurlow Wealth Management Group, Inc. 0.11% Reduce -15.5% 451 $455K
Moors & Cabot, Inc. 0.02% Reduce -3.0% 450 $454K
Snowden Capital Advisors LLC 0.01% Reduce -8.7% 450 $454K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -11.8% 447 $451K
SJS Investment Consulting Inc. 0.06% Add +0.5% 445 $449K
Ramirez Asset Management, Inc. 0.06% No change 445 $449K
Angeles Wealth Management, LLC 0.02% Add +42.6% 445 $449K
Welch & Forbes LLC 0.01% No change 442 $446K
EFG International AG 0.01% — 441 $445K
Hall Laurie J Trustee 0.15% Reduce -2.2% 440 $444K
Romano Brothers and Company 0.05% No change 440 $444K
Wealthcare Advisory Partners LLC 0.01% Add +3.1% 438 $442K
Strategic Advisors LLC 0.07% Reduce -2.3% 433 $437K
Peapack Gladstone Financial Corp. 0.01% Reduce -26.2% 433 $437K
Arax Advisory Partners 0.01% Reduce -59.5% 432 $436K
Cigna Investments Inc. 0.06% Reduce -1.8% 430 $434K
Howe & Rusling Inc. 0.03% Add +0.7% 428 $432K
Kingswood Wealth Advisors, LLC 0.02% Add +13.2% 428 $432K
Twin Capital Management Inc. 0.05% Reduce -4.0% 426 $430K
Stokes Family Office, LLC 0.04% Add +53.6% 421 $424K
Legacy Private Trust Co. 0.03% No change 420 $424K
Valeo Financial Advisors, LLC 0.01% Add +17.4% 419 $423K
Intrinsic Value Partners, LLC 0.31% No change 416 $420K
Brendel Financial Advisors LLC 0.21% Reduce -5.0% 415 $419K
Bison Wealth, LLC 0.05% Add +18.6% 401 $418K
Bellwether Advisors, LLC 0.07% No change 414 $418K
Diversified Management Inc. 0.10% — 413 $417K
Trivium Point Advisory, LLC 0.04% No change 413 $417K
Bath Savings Trust Co 0.04% Reduce -3.5% 410 $414K
Eastern Bank 0.01% Reduce -0.7% 409 $413K
Ellevest, Inc. 0.06% Reduce -14.5% 407 $411K
Westpac Banking Corp. 0.03% Add +54.8% 407 $411K
Panagora Asset Management Inc. 0.00% No change 407 $411K
Douglass Winthrop Advisors, LLC 0.01% Add +14.4% 406 $410K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +1.3% 405 $409K
Andina Capital Management, LLC 0.25% Add +2.5% 404 $408K
CGN Advisors LLC 0.03% Add +0.8% 403 $407K
Checchi Capital Advisers, LLC 0.03% Reduce -2.2% 403 $406K
Berkshire Asset Management LLC 0.02% New 401 $405K
Mendel Money Management 0.17% Add +1.0% 400 $404K
Redmond Asset Management, LLC 0.10% No change 400 $404K
Telos Capital Management, Inc. 0.04% No change 400 $404K
Haven Private, LLC 0.18% Add +21.3% 399 $403K
iA Global Asset Management Inc. 0.01% Reduce -6.8% 398 $402K
Caitong International Asset Management Co., Ltd 0.10% Add +167.6% 396 $400K
Profund Advisors LLC 0.01% Reduce -22.6% 394 $398K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.2% 392 $396K
Advyzon Investment Management, LLC 0.05% Add +8.6% 390 $394K
Cove Private Wealth, LLC 0.12% No change 390 $394K
J.E. Simmons & Co., P.C. 0.25% — 387 $391K
Lanark Financial, Inc. 0.03% Reduce -6.1% 384 $387K
PFG Investments, LLC 0.02% Add +10.7% 383 $386K
LVW Advisors, LLC 0.04% Reduce -41.3% 373 $376K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -88.8% 371 $374K
Indiana Trust & Investment Management Co 0.11% Reduce -36.8% 370 $373K
Ascent Group, LLC 0.01% Reduce -17.4% 369 $372K
denkapparat Operations GmbH 0.20% New 368 $371K
Cary Street Partners Investment Advisory LLC 0.10% Add +7.0% 367 $370K
Main Street Financial Solutions, LLC 0.03% Reduce -6.6% 367 $370K
McElhenny Sheffield Capital Management, LLC 0.09% Add +4.9% 365 $368K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -0.8% 364 $367K
Forum Financial Management, LP 0.00% Reduce -5.9% 364 $367K
Roberts Glore & Co. Inc. 0.10% No change 364 $367K
FSM Wealth Advisors, LLC 0.05% Reduce -41.9% 358 $361K
Heartland Bank & Trust Co 0.15% Reduce -1.9% 357 $360K
Aua Capital Management, LLC 0.18% No change 353 $356K
Strategy Asset Managers LLC 0.06% Add +0.9% 353 $356K
Prelude Capital Management, LLC 0.03% New 348 $351K
AGH Wealth Advisors, LLC 0.26% Add +1.2% 348 $351K
NorthRock Partners, LLC 0.01% Reduce -53.8% 345 $348K
Fiduciary Family Office, LLC 0.10% Reduce -52.4% 345 $348K
Volterra Technologies LP 0.35% New 342 $345K
Curi Capital, LLC 0.01% Add +3.0% 341 $345K
Berger Financial Group, Inc 0.02% Add +0.3% 339 $342K
Ferguson Wellman Capital Management, Inc. 0.01% No change 338 $341K
Rehmann Capital Advisory Group 0.02% Reduce -4.8% 337 $340K
Bedel Financial Consulting, Inc. 0.04% No change 336 $339K
Uncommon Cents Investing LLC 0.08% No change 335 $338K
Mather Group, Llc. 0.00% Add +2.8% 330 $333K
Phoenix Financial Ltd. 0.00% Add +15.6% 327 $330K
Southeast Asset Advisors, LLC 0.03% No change 325 $328K
Quent Capital, LLC 0.02% Reduce -6.6% 325 $328K
Obermeyer Wealth Partners 0.01% No change 323 $326K
Paragon Private Wealth Management, LLC 0.10% Reduce -5.8% 322 $325K
PUREfi Wealth, LLC 0.25% No change 320 $323K
Hutchens & Kramer Investment Management Group, LLC 0.11% Reduce -0.6% 319 $322K
Woodmont Investment Counsel LLC 0.02% Add +0.3% 319 $322K
Amarillo National Bank 0.06% New 318 $321K
GeoWealth Management, LLC 0.01% Reduce -14.9% 313 $316K
Summit Financial, LLC 0.00% Add +3.3% 312 $315K
Integrity Alliance, Llc. 0.01% Reduce -1.6% 311 $314K
Essex Financial Services, Inc. 0.02% Add +11.5% 310 $312K
Howard Capital Management, LLC 0.00% Add +0.3% 308 $311K
Putney Financial Group LLC 0.29% Reduce -7.0% 306 $309K
LCNB Corp. 0.10% No change 305 $308K
Dearborn Partners LLC 0.02% Add +3.4% 305 $308K
Parthenon LLC 0.03% No change 300 $303K
Meritage Portfolio Management 0.02% Reduce -1.4% 293 $296K
Sax Wealth Advisors, LLC 0.01% Add +1.0% 293 $296K
Keudell/Morrison Wealth Management 0.06% — 291 $294K
Oxbow Advisors, LLC 0.03% Reduce -40.8% 290 $293K
BTC Capital Management, Inc. 0.02% New 290 $293K
Ironwood Investment Counsel, LLC 0.04% Reduce -5.5% 290 $293K
Palisade Capital Management, LP 0.01% New 289 $292K
Rise Advisors, LLC 0.10% Add +1143.5% 286 $289K
Alpine Bank Wealth Management 0.04% No change 285 $288K
First Interstate Bank 0.02% No change 285 $288K
Agf Management Ltd. 0.00% Reduce -2.1% 285 $288K
Advisory Advocates, LLC 0.28% — 283 $286K
Cidel Asset Management Inc. 0.02% Add +6.8% 282 $285K
Baker Tilly Wealth Management, LLC 0.07% Add +1.4% 281 $284K
Catalyst Funds Management Pty Ltd 0.07% Reduce -6.7% 280 $283K
Duncker Streett & Co. Inc. 0.05% Reduce -1.8% 280 $283K
Frec Markets, Inc. 0.08% — 279 $282K
United Community Bank 0.11% Reduce -13.1% 278 $281K
Inscription Capital, LLC 0.03% Reduce -42.3% 277 $280K
Garden State Investment Advisory Services LLC 0.07% No change 277 $280K
DRW Securities, LLC 0.02% New 275 $277K
Sigma Planning Corp 0.01% Reduce -2.2% 272 $275K
Foundations Investment Advisors, LLC 0.00% Add +10.6% 272 $275K
Mindset Wealth Management, LLC 0.07% No change 272 $274K
Segment Wealth Management, LLC 0.02% No change 272 $274K
Personal Cfo Solutions, LLC 0.04% New 270 $273K
Manatuck Hill Partners, LLC 0.10% New 270 $272K
Cim, LLC 0.04% No change 270 $272K
Absher Wealth Management, LLC 0.03% Reduce -8.5% 270 $272K
Dorsey & Whitney Trust CO LLC 0.01% Add +3.1% 269 $271K
Baron Wealth Management LLC 0.08% Reduce -20.0% 268 $270K
Founders Financial Alliance, LLC 0.05% Add +2.3% 267 $269K
Zevin Asset Management LLC 0.04% No change 266 $268K
Puff Wealth Management, LLC 0.34% No change 266 $267K
Investors Portfolio Services LLC 0.24% — 264 $266K
Trillium Asset Management, LLC 0.01% No change 264 $266K
Cornerstone Wealth Group, LLC 0.02% Add +17.6% 260 $263K
Florida Trust Wealth Management Co 0.01% Add +2.0% 260 $262K
Smithfield Trust Co 0.01% No change 259 $262K
Brady Family Wealth, LLC 0.08% No change 258 $260K
Acropolis Investment Management, LLC 0.01% New 258 $260K
Capital Investment Advisory Services, LLC 0.02% Reduce -9.8% 257 $259K
Chicago Partners Investment Group LLC 0.01% New 244 $258K
Harbor Advisory Corp. 0.08% No change 255 $257K
Plante Moran Financial Advisors, LLC 0.02% No change 255 $257K
Relyea Zuckerberg Hanson LLC 0.03% No change 253 $256K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.3% 253 $255K
Johnson Financial Group, Inc. 0.01% Add +1.6% 253 $255K
Kingsview Wealth Management, LLC 0.00% Reduce -0.8% 253 $255K
Journey Advisory Group, LLC 0.02% No change 251 $253K
Highview Capital Management LLC 0.09% No change 250 $252K
71 West Capital Partners 0.01% — 250 $252K
HM Payson & Co. 0.00% Reduce -12.3% 250 $252K
West Family Investments, Inc. 0.06% No change 249 $251K
Davis Investment Partners, LLC 0.09% No change 250 $251K
Clarus Wealth Advisors 0.10% No change 240 $250K
Blue Square Asset Management, LLC 0.11% No change 247 $249K
Dakota Wealth Management 0.00% New 247 $249K
Secure Asset Management, LLC 0.04% Reduce -4.3% 246 $248K
Montag A & Associates Inc. 0.01% Add +5.6% 245 $247K
Citizens & Northern Corp. 0.06% Reduce -8.2% 245 $247K
Delta Investment Management, LLC 0.04% No change 244 $246K
McMillan Office, Inc. 0.03% — 243 $245K
McDonald Partners LLC 0.08% Reduce -66.7% 243 $245K
Kovack Advisors, Inc. 0.01% New 243 $245K
Bank of Hawaii 0.01% Add +1.7% 241 $243K
Summitry LLC 0.01% Reduce -8.8% 240 $242K
Huntleigh Advisors, Inc. 0.04% Reduce -56.8% 240 $242K
Cyndeo Wealth Partners, LLC 0.01% No change 238 $240K
Indivisible Partners 0.03% — 238 $240K
Parsons Capital Management Inc. 0.01% No change 237 $239K
Conning Inc. 0.01% Reduce -18.6% 237 $239K
Penserra Capital Management LLC 0.00% Reduce -1.7% 237 $239K
Composition Wealth, LLC 0.00% New 236 $238K
Versant Capital Management, Inc 0.03% Add +44.8% 236 $238K
Inspirion Wealth Advisors, LLC 0.03% Add +14.6% 236 $238K
Retirement Planning Group, LLC 0.01% New 236 $238K
Shelton Capital Management 0.00% No change 236 $238K
Werba Rubin Papier Wealth Management 0.06% New 235 $237K
DGS Capital Management, LLC 0.04% Add +0.9% 234 $236K
Choate Investment Advisors 0.00% No change 233 $235K
Ullmann Wealth Partners Group, LLC 0.02% Reduce -0.8% 239 $234K
Gryphon Financial Partners LLC 0.02% New 231 $233K
FourThought Financial Partners, LLC 0.02% Reduce -39.5% 231 $233K
Wulff, Hansen & Co. 0.19% No change 230 $232K
Patton Fund Management, Inc. 0.03% Add +6.5% 230 $232K
Tradition Wealth Management, LLC 0.02% New 230 $232K
SevenBridge Financial Group, LLC 0.04% No change 221 $232K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -86.0% 229 $231K
Astoria Portfolio Advisors LLC. 0.05% New 206 $231K
Epoch Investment Partners, Inc. 0.00% Reduce -1.3% 228 $230K
Pinnacle Financial Group, LLC / IL 0.07% No change 227 $229K
Park Place Capital Corp 0.05% Reduce -0.4% 227 $229K
Great Lakes Advisors, LLC 0.00% Add +5.6% 226 $228K
L2 Asset Management, LLC 0.03% Add +6.6% 226 $228K
MidFirst Bank 0.02% — 226 $228K
Claret Asset Management Corp 0.03% Reduce -0.4% 226 $228K
Pinnacle Bancorp, Inc. 0.07% No change 225 $227K
Journey Strategic Wealth LLC 0.01% Reduce -0.9% 225 $227K
Centaurus Financial, Inc. 0.01% Add +0.9% 225 $227K
Advisory Alpha, LLC 0.01% No change 224 $227K
First American Trust, FSB 0.02% Add +0.5% 224 $226K
Wealth Architects, LLC 0.02% Add +0.5% 224 $226K
Bridgewater Advisors Inc. 0.01% New 233 $226K
Legend Capital Advisors LLC 0.13% — 223 $225K
Syverson Strege & Co 0.05% New 223 $225K
Holderness Investments Co. 0.05% Reduce -11.2% 223 $225K
S Harris Financial Group, LLC 0.21% — 221 $223K
MSH Capital Advisors LLC 0.05% New 221 $223K
Burns J W & Co. Inc. 0.02% Reduce -20.5% 221 $223K
FAS Wealth Partners, Inc. 0.01% No change 221 $223K
Moneco Advisors, LLC 0.02% New 219 $221K
Catalyst Financial Partners LLC 0.02% New 219 $221K
Resonant Capital Advisors, LLC 0.01% Reduce -14.1% 219 $221K
Tandem Investment Advisors, Inc. 0.01% New 219 $221K
Natural Investments, LLC 0.05% New 219 $220K
Moneta Group Investment Advisors LLC 0.00% Reduce -47.2% 218 $220K
Commerzbank Aktiengesellschaft 0.00% No change 217 $219K
Fulton Bank, N.A. 0.01% Add +0.9% 216 $218K
Atlas Brown,Inc. 0.06% Reduce -0.5% 213 $215K
Ancora Advisors LLC 0.00% Add +6.5% 213 $215K
Interchange Capital Partners, LLC 0.04% New 212 $214K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -14.8% 207 $213K
Caldwell Trust Co 0.02% No change 211 $213K
Nichols & Pratt Advisers LLP 0.01% No change 211 $213K
Pure Financial Advisors, LLC 0.00% Reduce -18.2% 211 $213K
Zhang Financial LLC 0.01% Reduce -1.4% 209 $211K
Simmons Bank 0.01% Reduce -7.5% 209 $211K
Deseret Mutual Benefit Administrators 0.09% Reduce -9.9% 209 $211K
StoneX Group Inc. 0.01% New 209 $211K
Seven Mile Advisory 0.04% New 208 $210K
Five Oceans Advisors 0.07% New 208 $210K
Harbour Investments, Inc. 0.00% Reduce -11.5% 208 $210K
McCarter Private Wealth Services LLC 0.09% New 205 $207K
Aviance Capital Partners, LLC 0.02% New 205 $207K
Greykasell Wealth Strategies, Inc. 0.08% No change 204 $206K
Opal Wealth Advisors, LLC 0.05% New 204 $206K
Alta Advisers Ltd 0.07% Reduce -16.5% 203 $205K
Tompkins Financial Corp. 0.02% Reduce -10.2% 203 $205K
Cannell & Spears LLC 0.00% New 203 $205K
Teamwork Financial Advisors, LLC 0.02% Reduce -16.5% 203 $204K
USA Financial Formulas 0.04% Reduce -35.7% 202 $204K
Advocate Group LLC 0.03% New 202 $204K
Burke & Herbert Bank & Trust Co. 0.06% New 201 $203K
Belpointe Asset Management LLC 0.01% New 200 $202K
Groesbeck Investment Management Corp. 0.38% New 200 $202K
International Assets Investment Management, LLC 0.01% New 200 $202K
Atlantic Union Bankshares Corp 0.00% Reduce -9.1% 200 $202K
Flagship Wealth Advisors, LLC 0.06% No change 200 $202K
Magnus Financial Group LLC 0.02% New 200 $202K
Northeast Investment Management 0.01% New 200 $202K
Clarkston Capital Partners, LLC 0.00% New 200 $202K
GAMCO Investors 0.00% New 200 $202K
McLean Asset Management Corp 0.04% New 191 $201K
Trust Co. of Vermont 0.01% Reduce -4.9% 195 $197K
Private Trust Co. NA 0.02% Reduce -2.5% 193 $195K
TOWER TRUST & INVESTMENT Co 0.12% Reduce -1.0% 190 $192K
Whittier Trust Co. 0.00% Reduce -14.6% 181 $186K
Bell Investment Advisors, Inc 0.03% Reduce -0.6% 182 $184K
Westfuller Advisors, LLC 0.07% Add +34.4% 172 $174K
AlphaQuest LLC 0.01% Reduce -0.6% 167 $169K
First Horizon Corp. 0.01% Reduce -9.4% 163 $164K
2UniFi Bank 0.08% No change 161 $162K
Navalign, LLC 0.04% New 160 $161K
TD Private Client Wealth LLC 0.00% Add +1.3% 157 $158K
Monetary Management Group Inc. 0.04% No change 150 $151K
Measured Wealth Private Client Group, LLC 0.04% No change 148 $149K
Bullock Wealth Management Group 0.07% — 145 $146K
Sachetta, LLC 0.08% Reduce -11.3% 142 $143K
AdvisorNet Financial, Inc 0.01% Reduce -0.7% 140 $142K
Maryland Capital Advisors Inc. 0.05% No change 139 $140K
Strategic Wealth Advisors LLC 0.12% — 139 $140K
Covestor Ltd 0.07% Add +101.5% 133 $135K
Rosenberg Matthew Hamilton 0.03% Add +2.3% 131 $132K
Parkside Financial Bank & Trust 0.01% Add +4.1% 126 $127K
CYBER HORNET ETFs LLC 0.08% Add +10.5% 126 $127K
Clearstead Trust, LLC 0.02% Reduce -2.3% 125 $126K
Cromwell Holdings LLC 0.07% No change 124 $125K
Mascoma Wealth Management LLC 0.03% No change 124 $125K
ORG Partners LLC 0.02% Reduce -42.3% 124 $125K
Curat Global, LLC 0.13% No change 120 $121K
Private Wealth Asset Management, LLC 0.01% No change 117 $119K
Oakworth Capital, Inc. 0.01% No change 114 $115K
Crewe Advisors LLC 0.01% No change 110 $111K
Sentry Investment Management LLC 0.07% No change 109 $110K
Creative Financial Designs Inc. 0.01% Reduce -57.1% 109 $110K
IAG Wealth Partners, LLC 0.01% No change 108 $109K
Larson Financial Group LLC 0.00% Add +6.9% 108 $109K
Tower View Wealth Management LLC 0.05% No change 106 $107K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -96.2% 100 $106K
CoreCap Advisors, LLC 0.00% Reduce -14.2% 103 $104K
Tsfg, LLC 0.02% No change 101 $102K
Mechanics Financial Corp 0.04% No change 100 $101K
Thompson Investment Management, Inc. 0.01% New 100 $101K
American National Bank & Trust 0.01% No change 98 $99K
Clean Yield Group 0.03% No change 96 $97K
Fairscale Capital, LLC 0.06% No change 95 $96K
Blue Trust, Inc. 0.00% Reduce -3.2% 92 $93K
Alerus Financial NA 0.00% No change 92 $93K
Bayban 0.08% — 91 $92K
Copia Wealth Management 0.06% No change 90 $91K
Transamerica Financial Advisors, LLC 0.01% Add +20.3% 89 $90K
Hollencrest Capital Management 0.00% No change 86 $87K
Root Financial Partners, LLC 0.00% Add +16.7% 84 $85K
KERR FINANCIAL PLANNING Corp 0.11% Reduce -2.8% 70 $84K
Centerpoint Advisors, LLC 0.03% Reduce -1.2% 83 $84K
Trust Co. of Toledo NA 0.01% Reduce -38.5% 80 $81K
Torren Management, LLC 0.04% — 77 $78K
Stone House Investment Management, LLC 0.01% No change 75 $76K
Evelyn Partners Investment Management LLP 0.00% No change 74 $75K
Rossby Financial, LCC 0.02% Add +2.9% 72 $73K
Litman Gregory Wealth Management LLC 0.01% New 71 $72K
Piscataqua Savings Bank 0.05% No change 70 $71K
CVA Family Office, LLC 0.01% Reduce -15.2% 67 $68K
Summit Securities Group LLC 0.01% Reduce -58.8% 66 $67K
Basecamp Wealth Advisors LLC 0.01% — 64 $65K
DV Equities, LLC 0.01% — 61 $62K
Trifecta Capital Advisors, LLC 0.01% Reduce -6.3% 60 $61K
WPG Advisers, LLC 0.04% Reduce -39.2% 59 $60K
Golden State Wealth Management, LLC 0.01% Reduce -7.9% 58 $59K
Bogart Wealth, LLC 0.00% Add +3.6% 57 $58K
SHP Wealth Management 0.00% — 56 $57K
Boyd Watterson Asset Management LLC 0.02% No change 56 $57K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% — 56 $57K
DHJJ Financial Advisors, Ltd. 0.02% Reduce -6.8% 55 $56K
Signature Equity Partners, LLC 0.03% — 50 $51K
Birchwood Financial Partners, Inc. 0.05% — 50 $50K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 50 $50K
Cornerstone Planning Group LLC 0.01% No change 45 $48K
Essential Investment Partners LLC 0.04% — 46 $46K
Reflection Asset Management 0.03% — 43 $43K
JFS Wealth Advisors, LLC 0.00% Add +16.7% 42 $43K
Canton Hathaway, LLC 0.01% No change 42 $42K
Fortitude Family Office, LLC 0.01% No change 41 $41K
TD Capital Management LLC 0.00% No change 39 $39K
Valley National Advisers Inc. 0.01% Reduce -29.1% 39 $39K
Caitlin John, LLC 0.02% New 35 $35K
Key Financial Inc 0.01% No change 35 $35K
Glen Eagle Advisors, LLC 0.00% Add +9.7% 34 $34K
NFSG Corp 0.01% No change 33 $33K
First Pacific Financial 0.00% Add +23.1% 32 $33K
Valued Wealth Advisors LLC 0.01% Add +10.3% 32 $32K
Elyxium Wealth, LLC 0.01% New 30 $30K
Grove Bank & Trust 0.00% No change 29 $29K
LRI Investments, LLC 0.00% No change 29 $29K
Harbor Investment Advisory, LLC 0.00% Add +314.3% 29 $29K
MV Capital Management, Inc. 0.00% Add +12.0% 28 $28K
GHP Investment Advisors, Inc. 0.00% No change 28 $28K
Clarity Asset Management, Inc. 0.02% No change 28 $28K
Asset Dedication, LLC 0.00% No change 27 $27K
Miller Capital Partners, Inc. 0.01% — 26 $26K
Private Wealth Management Group, LLC 0.01% No change 26 $26K
Bfsg, LLC 0.00% No change 26 $26K
Loomis Sayles & Co. L P 0.00% No change 26 $26K
N.E.W. Advisory Services LLC 0.00% No change 25 $25K
Global Trust Asset Management, LLC 0.01% Add +13.6% 25 $25K
Brown, Lisle/Cummings, Inc. 0.01% No change 25 $25K
Old Second National Bank of Aurora 0.00% Add +33.3% 24 $24K
First Command Advisory Services, Inc. 0.00% Add +41.2% 24 $24K
Basepoint Wealth LLC 0.01% New 23 $24K
Quaker Wealth Management, LLC 0.01% Reduce -4.2% 23 $23K
Gould Capital, LLC 0.01% No change 23 $23K
Motiv8 Investments LLC 0.01% New 23 $23K
GW&K Investment Management, LLC 0.00% Add +4.8% 22 $22K
Greenline Wealth Management LLC 0.02% — 22 $22K
SageView Advisory Group, LLC 0.00% New 21 $21K
Nova Wealth Management, Inc. 0.01% Reduce -12.5% 21 $21K
Anchor Investment Management, LLC 0.00% No change 21 $21K
Meeder Asset Management Inc. 0.00% Add +250.0% 21 $21K
1620 Investment Advisors, Inc. 0.01% No change 20 $20K
Delta Asset Management LLC 0.00% No change 20 $20K
Leonteq Securities AG 0.00% Reduce -25.9% 20 $20K
True Wealth Design, LLC 0.01% Add +137.5% 19 $19K
Ascentis Wealth Management, LLC 0.00% Reduce -94.8% 19 $19K
Salomon & Ludwin, LLC 0.00% Reduce -5.3% 18 $18K
Boreal Capital Management LLC 0.02% No change 18 $18K
Kemnay Advisory Services Inc. 0.00% New 18 $18K
City Holding Co. 0.00% New 18 $18K
Ares Financial Consulting, LLC 0.02% — 17 $17K
Darwin Wealth Management, LLC 0.01% No change 17 $17K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 16 $16K
Sunbelt Securities, Inc. 0.00% Add +6.7% 16 $16K
St Germain D J Co. Inc. 0.00% New 16 $16K
Roble, Belko & Company, Inc 0.00% No change 16 $16K
Webster Bank, N. A. 0.00% New 15 $15K
Colonial Trust Co / SC 0.00% Reduce -34.8% 15 $15K
CFG Wealth Management Services, Inc. 0.01% — 13 $13K
Quattro Advisors LLC 0.01% — 13 $13K
Intesa Sanpaolo Wealth Management 0.00% — 13 $13K
McIlrath & Eck, LLC 0.00% Reduce -27.8% 13 $13K
Sankala Group LLC 0.01% — 11 $13K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Add +50.0% 12 $12K
Evelyn Partners Asset Management Ltd 0.00% No change 12 $12K
Horizon Bancorp Inc. 0.01% Reduce -29.4% 12 $12K
Avion Wealth 0.00% Add +20.0% 12 $12K
T. Rowe Price Investment Management, Inc. 0.00% No change 11 $12K
GPS Wealth Strategies Group, LLC 0.01% Reduce -93.6% 11 $11K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 11 $11K
Align Financial, LLC 0.01% — 11,100 $11K
Prestige Wealth Management Group LLC 0.00% No change 11 $11K
Raffa Wealth Management, LLC 0.00% No change 11 $11K
Physician Wealth Advisors, Inc. 0.00% Reduce -15.4% 11 $11K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -15.4% 11 $11K
Broadwater Capital Management LLC 0.01% No change 10 $10K
Armstrong Advisory Group, Inc. 0.00% Reduce -28.6% 10 $10K
Albion Financial Group 0.00% Add +125.0% 9 $9K
Howard Hughes Medical Institute 0.01% No change 9 $9K
Ameriflex Group, Inc. 0.00% Reduce -67.9% 9 $9K
Ransom Advisory, Ltd 0.00% Reduce -82.0% 9 $9K
Aventura Private Wealth, LLC 0.00% Add +12.5% 9 $9K
1 North Wealth Services LLC 0.00% No change 9 $9K
Joseph Group Capital Management 0.00% New 9 $9K
Dagco, Inc. 0.00% No change 9 $9K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -18.2% 9 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 8 $8K
DT Investment Partners, LLC 0.00% No change 8 $8K
Provenance Wealth Advisors, LLC 0.00% No change 8 $8K
Abound Wealth Management 0.00% No change 7 $8K
Cranbrook Wealth Management, LLC 0.00% No change 7 $7K
IMG Wealth Management, Inc. 0.00% No change 7 $7K
Alexis Investment Partners, LLC 0.00% No change 7 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 7 $7K
Rakuten Securities, Inc. 0.00% Add +250.0% 7 $7K
Modus Advisors, LLC 0.00% New 7 $7K
Bay Harbor Wealth Management, LLC 0.00% Add +75.0% 7 $7K
Activest Wealth Management 0.00% Reduce -50.0% 7 $7K
Ogorek Anthony Joseph /NY/ 0.00% No change 7 $7K
Capital Advisors, Ltd. LLC 0.00% Reduce -12.5% 7 $7K
Addison Advisors LLC 0.00% Add +20.0% 6 $6K
Atwood & Palmer Inc. 0.00% No change 6 $6K
Cornerstone Financial Management LLC 0.01% — 6 $6K
Pension & Wealth Management Advisors, Inc. 0.00% No change 6 $6K
City State Bank 0.00% Add +20.0% 6 $6K
Flagship Harbor Advisors, LLC 0.00% New 5 $6K
Y.D. More Investments Ltd 0.00% New 1,663 $5K
Winch Advisory Services, LLC 0.00% No change 5 $5K
Kilter Group LLC 0.00% Reduce -16.7% 5 $5K
Elevation Wealth Partners, LLC 0.00% Add +150.0% 5 $5K
SouthState Bank Corp 0.00% No change 5 $5K
Redmont Wealth Advisors LLC 0.01% No change 5 $5K
Paladin Partners, LLC 0.00% — 5 $5K
Crews Bank & Trust 0.00% No change 5 $5K
J.Safra Asset Management Corp 0.00% New 5 $5K
IFC & Insurance Marketing, Inc. 0.01% — 5 $5K
Frazier Financial Advisors, LLC 0.00% No change 4 $4K
Highline Wealth Partners LLC 0.00% Reduce -42.9% 4 $4K
Conquis Financial LLC 0.00% No change 4 $4K
Wealth Watch Advisors, INC 0.00% Add +33.3% 4 $4K
Colonial Trust Advisors 0.00% No change 4 $4K
Altshuler Shaham Ltd 0.00% No change 4 $4K
Dunhill Financial, LLC 0.00% No change 4 $4K
Capital Analysts, LLC 0.00% No change 4 $4K
RMG Wealth Management LLC 0.00% New 3 $3K
TFC Financial Management, Inc. 0.00% No change 3 $3K
Friedenthal Financial 0.00% No change 3 $3K
Rialto Wealth Management, LLC 0.00% Add +200.0% 3 $3K
Monetary Solutions, Ltd 0.00% — 3 $3K
Turning Point Benefit Group, Inc. 0.00% No change 3 $3K
Signature Resources Capital Management, LLC 0.00% New 3 $3K
Atlas Capital Advisors Inc. 0.00% — 3 $3K
Nemes Rush Group LLC 0.00% New 3 $3K
Country Trust Bank 0.00% No change 3 $3K
Heritage Wealth Advisors 0.00% No change 3 $3K
First PREMIER Bank 0.00% No change 3 $3K
PEAK6 LLC 0.00% Add +100.0% 2 $2K
Burkett Financial Services, LLC 0.00% No change 2 $2K
HFM Investment Advisors, LLC 0.00% No change 2 $2K
Financial Consulate, Inc. 0.00% No change 2 $2K
1015 Capital Partners, LLC 0.00% — 2 $2K
Godfrey Financial Associates, Inc. 0.00% — 2 $2K
Aspect Partners, LLC 0.00% No change 2 $2K
Dogwood Wealth Management LLC 0.00% New 2 $2K
Optima Capital LLC 0.00% New 2 $2K
Wilkerson Advisory Group LLC 0.00% — 2 $2K
Hughes Financial Services, LLC 0.00% No change 2 $2K
Winthrop Capital Management, LLC 0.00% New 2 $2K
Sound Income Strategies, LLC 0.00% No change 1 $1K
Tidemark, LLC 0.00% New 1 $1K
Seneschal Advisors, LLC 0.00% No change 1 $1K
Winnacle Wealth LLC 0.00% No change 1 $1K
Retirement Wealth Solutions LLC 0.00% No change 1 $1K
Arcadia Investment Management Corp. 0.00% New 1 $1K
Prosperity Bancshares Inc 0.00% — 1 $1K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 1 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -66.7% 1 $1K
Clark Wealth Partners 0.00% No change 1 $1K
Lodestone Wealth Management LLC 0.00% New 1 $1K
Tucker Asset Management LLC 0.00% New 1 $1K
Bare Financial Services, Inc 0.00% New 1 $1K
Essential Partners LLC 0.00% No change 1 $1K
Westside Investment Management, Inc. 0.00% New 1 $1K
Nvwm, LLC 0.00% Reduce -96.3% 1 $1K
High Note Wealth, LLC 0.00% New 1 $1K
Motco 0.00% No change 1 $1K
Harvest Fund Management Co., Ltd 0.00% No change 1 $1K
Birchbrook, Inc. 0.00% No change 1 $520

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