Hartford Insurance GroupHIG

13F holders, Q1 2024 (March 31)
920holders
8famous investors
$102.90avg. 13F price*

At the end of Q1 2024, 920 institutions reported holding Hartford Insurance Group Inc. (HIG) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock Inc. ($2.6B) and State Street Corp. ($1.7B). 8 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
Hartford Insurance Group Inc.
Sector
Finance
CUSIP
416515104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions129$125.0M
Exits68$143.4M

Ownership 920 holders

Vanguard Group Inc. 0.08% Reduce -2.4% 37,835,230 $3.9B
BlackRock Inc. 0.06% Add +0.5% 25,424,130 $2.6B
State Street Corp. 0.08% Reduce -1.3% 16,474,696 $1.7B
T. Rowe Price Associates Inc. 0.20% Reduce -14.6% 15,927,730 $1.6B
FMR LLC 0.10% Add +14.4% 14,129,874 $1.5B
JPMorgan Chase & Co. 0.08% Reduce -12.8% 9,210,434 $949.1M
Geode Capital Management, LLC 0.07% Add +5.2% 7,292,222 $749.6M
Invesco Ltd. 0.14% Reduce -12.7% 6,288,377 $648.0M
Dimensional Fund Advisors LP 0.16% Add +0.8% 5,740,351 $591.5M
Hotchkis & Wiley Capital Management LLC 1.93% Reduce -8.1% 5,622,118 $579.4M
Victory Capital Management Inc. 0.55% Add +2.7% 5,391,360 $555.6M
LSV Asset Management 1.02% Reduce -0.8% 4,785,623 $493.2M
Massachusetts Financial Services Co. 0.13% Reduce -8.8% 4,059,039 $418.3M
Norges Bank 0.06% Add +5.2% 3,647,642 $375.9M
Ameriprise Financial Inc. 0.10% Reduce -1.5% 3,379,877 $350.7M
Morgan Stanley 0.03% Reduce -1.9% 3,323,459 $342.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.36% Reduce -3.1% 3,224,178 $332.3M
Northern Trust Corp. 0.06% Reduce -5.0% 3,214,027 $331.2M
Nordea Investment Management AB 0.39% Add +7.9% 3,191,914 $328.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Reduce -2.8% 2,960,026 $305.0M
Newport Trust Company, LLC 0.81% Reduce -1.7% 2,877,469 $296.5M
Legal & General Group Plc 0.08% Reduce -4.9% 2,591,108 $267.0M
Bank of New York Mellon Corp 0.05% Reduce -3.1% 2,531,596 $260.9M
Bank of America Corp. 0.03% Add +2.2% 2,455,698 $253.1M
Arrowstreet Capital, Limited Partnership 0.23% Add +283.8% 2,362,185 $243.4M
First Trust Advisors LP 0.25% Add +720.5% 2,345,664 $241.7M
Royal Bank of Canada 0.05% Reduce -32.5% 2,127,663 $219.3M
Franklin Resources Inc. 0.07% Reduce -5.6% 2,110,183 $217.5M
Amundi 0.08% Reduce -1.1% 2,025,620 $196.4M
Charles Schwab Investment Management Inc. 0.04% Add +0.5% 1,868,866 $192.6M
Barclays PLC 0.08% Reduce -24.4% 1,800,911 $185.6M
Clearbridge Investments, LLC 0.15% Reduce -24.3% 1,777,964 $183.2M
KBC Group NV 0.51% Add +44.0% 1,547,353 $159.5M
Man Group plc 0.43% Reduce -6.5% 1,501,329 $154.7M
AQR Capital Management 0.25% Reduce -0.5% 1,427,942 $146.8M
Panagora Asset Management Inc. 0.73% Reduce -5.4% 1,365,696 $140.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.37% Add +72.0% 1,335,594 $137.6M
Nuveen Asset Management, LLC 0.04% Add +28.6% 1,268,461 $130.7M
Goldman Sachs Group Inc. 0.03% Add +16.7% 1,229,052 $126.7M
Great Lakes Advisors, LLC 1.06% Add +3.4% 1,212,034 $124.9M
Bahl & Gaynor LLC 0.68% Add +18.4% 1,188,733 $122.5M
UBS Group AG 0.04% Add +8.4% 1,181,248 $121.7M
Equity Investment Corp. 2.60% Reduce -27.4% 1,008,100 $103.9M
Adage Capital Partners Gp, L.L.C. 0.19% Reduce -37.0% 987,832 $101.8M
HSBC Holdings PLC 0.07% Reduce -12.7% 961,379 $99.1M
Deutsche Bank AG 0.04% Add +12.0% 930,875 $95.9M
Swiss National Bank 0.07% Reduce -5.8% 900,700 $92.8M
Robeco Institutional Asset Management B.V. 0.20% Add +4.0% 883,698 $91.1M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -2.2% 867,477 $89.4M
Voya Investment Management LLC 0.10% Reduce -32.8% 862,340 $88.9M
Assetmark, Inc. 0.29% Add +0.7% 860,280 $88.7M
California Public Employees Retirement System 0.06% Add +45.1% 832,261 $85.8M
Janus Henderson Group PLC 0.04% Reduce -17.8% 750,982 $77.4M
O'shaughnessy Asset Management, LLC 0.84% Add +16.9% 734,449 $75.7M
Russell Investments Group, Ltd. 0.12% Add +1.7% 706,977 $72.8M
APG Asset Management N.V. 0.11% Add +0.8% 680,774 $65.0M
Credit Suisse AG/ 0.06% Reduce -3.5% 614,389 $63.3M
Rhumbline Advisers 0.06% Reduce -1.2% 602,450 $62.1M
Danske Bank A/S 0.19% — 599,535 $61.8M
Raymond James & Associates 0.04% Reduce -9.2% 584,242 $60.2M
Employees Retirement System of Texas 0.64% Add +19.5% 569,000 $58.6M
Ensign Peak Advisors, Inc 0.10% Reduce -7.6% 546,606 $56.3M
Macquarie Group Ltd. 0.06% Reduce -9.0% 539,303 $55.4M
American Century Companies Inc. 0.03% Add +24.5% 532,041 $54.8M
Schroder Investment Management Group 0.06% Reduce -5.7% 526,242 $54.2M
Swedbank AB 0.08% Add +261.8% 523,826 $54.0M
Envestnet Asset Management Inc. 0.02% Reduce -1.3% 520,710 $53.7M
Storebrand Asset Management As 0.18% Add +23.6% 518,089 $53.4M
Wells Fargo & Company 0.01% Add +0.8% 507,349 $52.3M
California State Teachers Retirement System 0.06% Reduce -1.0% 479,614 $49.4M
CANADA LIFE ASSURANCE Co 0.10% Reduce -9.8% 464,080 $47.9M
BNP Paribas Financial Markets 0.06% Add +26.7% 456,799 $47.1M
Teacher Retirement System of Texas 0.30% Add +74.7% 456,562 $47.0M
National Pension Service 0.06% Reduce -4.7% 455,732 $47.0M
Retirement Systems of Alabama 0.17% Reduce -0.1% 421,683 $43.5M
Bank of Montreal 0.01% Reduce -4.0% 407,639 $42.1M
Wedge Capital Management L L P 0.65% Reduce -17.7% 389,795 $40.2M
Pictet Asset Management Holding SA 0.04% Add +10.2% 387,914 $40.0M
Deprince Race & Zollo Inc. 0.86% Reduce -0.9% 385,804 $39.8M
Alliancebernstein L.P. 0.01% Reduce -6.1% 384,847 $39.7M
Zacks Investment Management 0.41% Add +9.5% 368,907 $38.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +18.6% 368,481 $38.0M
Natixis Advisors, LLC 0.09% Reduce -24.0% 359,081 $37.0M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -1.5% 359,309 $36.9M
Principal Financial Group Inc. 0.02% Add +0.5% 356,738 $36.8M
Manufacturers Life Insurance Company, The 0.03% Reduce -5.1% 352,110 $36.3M
New York State Teachers Retirement System 0.08% Reduce -0.6% 349,034 $36.0M
Caisse de depot et placement du Quebec 0.08% Add +430.9% 336,214 $34.6M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Add +301.2% 333,000 $34.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -3.1% 332,636 $34.3M
Ceredex Value Advisors LLC 0.60% Reduce -38.5% 330,200 $34.2M
Jacobs Levy Equity Management, Inc. 0.13% Add +0.1% 289,701 $29.9M
State Board of Administration of Florida Retirement System 0.07% Add +6.1% 421,431 $29.4M
Allianz Asset Management GmbH 0.05% Add +24.9% 282,905 $29.2M
New York State Common Retirement Fund 0.04% Reduce -8.0% 277,972 $28.6M
Martingale Asset Management L P 0.56% Reduce -18.4% 274,065 $28.2M
Lazard Asset Management LLC 0.04% Reduce -31.6% 273,721 $28.2M
Stifel Financial Corp. 0.03% Add +1.9% 266,985 $27.5M
Susquehanna Portfolio Strategies, LLC 0.64% No change 265,992 $27.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -8.2% 262,270 $27.0M
Prudential Financial Inc. 0.04% Add +0.7% 261,019 $26.9M
Eastern Bank 1.06% Reduce -5.4% 246,654 $25.4M
AustralianSuper Pty Ltd 0.15% Add +56.3% 245,937 $25.2M
DNB Asset Management AS 0.13% Reduce -12.7% 240,947 $24.8M
Federated Hermes, Inc. 0.06% Reduce -36.1% 238,664 $24.6M
Foundry Partners, LLC 1.30% Add +3.3% 236,399 $24.4M
Bridgewater Associates 0.12% Add +0.2% 232,199 $23.9M
Sei Investments Co. 0.03% Add +5.5% 229,305 $23.6M
Citigroup Inc. 0.02% Reduce -48.4% 219,193 $22.6M
Aviva PLC 0.08% Add +13.7% 215,776 $22.2M
M&G PLC 0.15% — 210,766 $21.7M
Neuberger Berman Group LLC 0.02% Reduce -0.9% 205,619 $21.2M
Millennium Management 0.02% Reduce -60.8% 204,173 $21.0M
Mercer Global Advisors Inc. 0.06% Add +9.5% 201,440 $20.8M
Korea Investment CORP 0.05% Reduce -21.0% 201,417 $20.8M
TD Asset Management Inc 0.02% Reduce -10.7% 200,305 $20.6M
Canada Pension Plan Investment Board 0.02% Add +94.4% 195,017 $20.1M
QRG Capital Management, Inc. 0.25% Add +2.5% 188,549 $19.4M
Natixis 0.11% Add +9.1% 183,762 $18.9M
State of Wisconsin Investment Board 0.05% Add +3.3% 183,196 $18.9M
Illinois Municipal Retirement Fund 0.28% Reduce -1.0% 178,525 $18.4M
Vest Financial, LLC 0.48% New 176,985 $18.2M
Toronto Dominion Bank 0.03% Add +1.0% 176,467 $18.2M
Skandinaviska Enskilda Banken AB (publ) 0.09% Reduce -4.0% 173,892 $17.9M
Jane Street Group, LLC 0.02% Add +20.7% 172,485 $17.8M
Brandywine Global Investment Management, LLC 0.13% Reduce -70.1% 172,284 $17.8M
Cohen Klingenstein LLC 0.66% Reduce -1.4% 171,281 $17.7M
Squarepoint Ops LLC 0.07% Reduce -44.1% 168,714 $17.4M
State of New Jersey Common Pension Fund D 0.05% No change 166,120 $17.1M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -1.6% 165,896 $17.1M
Public Employees Retirement System of Ohio 0.07% Reduce -6.8% 162,764 $16.8M
GMO 0.06% Reduce -12.6% 162,747 $16.8M
D. E. Shaw & Co. 0.02% Add +478.7% 160,381 $16.5M
Unigestion Holding SA 0.81% Add +1091.8% 160,080 $16.5M
Aberdeen Group plc 0.03% Reduce -1.0% 157,461 $16.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +10.1% 178,065 $15.3M
Lockheed Martin Investment Management Co. 1.11% Add +390.3% 161,760 $15.3M
Treasurer of the State of North Carolina 0.07% Add +0.6% 146,823 $15.1M
DekaBank Deutsche Girozentrale 0.03% Reduce -5.6% 144,380 $14.7M
State of Tennessee, Department of Treasury 0.05% Reduce -40.1% 138,162 $14.2M
LPL Financial LLC 0.01% Add +13.4% 134,994 $13.9M
PNC Financial Services Group, Inc. 0.01% Reduce -2.9% 134,889 $13.9M
US Bancorp \de 0.02% Reduce -3.0% 134,565 $13.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -7.1% 133,233 $13.7M
Artemis Investment Management LLP 0.18% Reduce -5.3% 132,307 $13.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Add +3.9% 131,461 $13.5M
Asset Management One Co., Ltd. 0.05% Reduce -2.8% 131,278 $13.5M
Intech Investment Management LLC 0.19% Add +54.6% 131,264 $13.5M
Truist Financial Corp. 0.02% Reduce -3.1% 126,751 $13.1M
Andra AP-fonden 0.23% New 126,500 $13.0M
Royal London Asset Management Ltd. 0.03% Reduce -1.9% 125,726 $13.0M
Susquehanna International Group, LLP 0.02% Reduce -48.9% 124,786 $12.9M
Glenmede Trust Co. NA 0.06% Reduce -11.0% 122,380 $12.6M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -17.9% 121,600 $12.5M
Mackenzie Financial Corp. 0.02% Add +132.1% 121,332 $12.5M
Globeflex Capital L P 1.22% Add +44.1% 121,313 $12.5M
Tredje AP-fonden 0.13% Add +61.6% 118,057 $12.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -1.3% 114,563 $11.8M
Clear Harbor Asset Management, LLC 1.01% Reduce -4.5% 111,705 $11.5M
EDENTREE ASSET MANAGEMENT Ltd 3.65% Reduce -15.4% 111,630 $11.5M
Guardian Capital LP 0.39% Add +0.0% 109,886 $11.3M
Alaska Permanent Fund Corp 0.16% Reduce -4.4% 108,216 $11.2M
Gabelli Funds LLC 0.08% Reduce -1.8% 108,000 $11.1M
Knights of Columbus Asset Advisors LLC 0.80% Reduce -0.7% 107,728 $11.1M
Foster & Motley Inc. 0.76% Add +2.2% 106,951 $11.0M
Rafferty Asset Management, LLC 0.04% Reduce -1.5% 104,986 $10.8M
Hunter Perkins Capital Management, LLC 2.19% Reduce -6.3% 103,530 $10.7M
Janney Montgomery Scott LLC 0.03% Reduce -0.3% 103,575 $10.7M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -0.2% 103,407 $10.7M
Guggenheim Capital LLC 0.07% Add +20.7% 101,946 $10.5M
Resona Asset Management Co.,Ltd. 0.06% — 101,679 $10.5M
Pinebridge Investments, L.P. 0.08% Reduce -3.9% 101,594 $10.5M
Degroof Petercam Asset Management 0.13% Reduce -22.9% 100,924 $10.4M
Forsta Ap-Fonden 0.09% Reduce -18.0% 99,900 $10.3M
STRS Ohio 0.04% Add +0.2% 99,340 $10.2M
Schonfeld Strategic Advisors LLC 0.08% Add +125.3% 95,497 $9.8M
RiverFront Investment Group, LLC 0.28% Add +13.3% 94,813 $9.8M
Commonwealth Equity Services, LLC 0.02% Reduce -0.6% 93,944 $9.7M
First Financial Bank - Trust Division 0.92% Reduce -12.2% 92,905 $9.6M
Shelton Capital Management 0.27% Reduce -24.8% 92,680 $9.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Reduce -0.3% 90,964 $9.4M
Lighthouse Investment Partners, LLC 0.54% New 88,818 $9.2M
National Bank of Canada 0.02% Add +13.7% 89,462 $9.1M
Comerica Bank 0.04% Reduce -7.1% 88,066 $9.1M
Achmea Investment Management B.V. 0.17% Add +71.9% 87,569 $9.0M
Nisa Investment Advisors, LLC 0.06% Reduce -1.4% 86,426 $8.9M
State of Michigan Retirement System 0.05% Reduce -0.7% 86,641 $8.9M
PGGM Investments 0.13% Reduce -1.8% 84,115 $8.7M
Nomura Asset Management Co. Ltd. 0.03% Reduce -1.8% 83,563 $8.6M
Arizona State Retirement System 0.06% Reduce -1.6% 82,726 $8.5M
IFM Investors Pty Ltd 0.09% No change 82,601 $8.5M
AMF Tjanstepension AB 0.06% Add +2.2% 81,070 $8.4M
Corient Private Wealth LP 0.01% Add +13.1% 80,699 $8.3M
Mutual of America Capital Management LLC 0.09% Add +0.9% 80,491 $8.3M
New Vernon Investment Management LLC 6.95% Add +66.8% 79,364 $8.2M
Gotham Asset Management 0.12% Add +61.0% 79,248 $8.2M
Federation des caisses Desjardins du Quebec 0.06% Add +37.4% 86,174 $8.0M
American International Group, Inc. 0.03% Reduce -1.0% 78,037 $8.0M
State of Alaska, Department of Revenue 0.09% Reduce -16.3% 76,667 $7.9M
Cibc World Markets Corp. 0.05% Add +8.3% 75,709 $7.8M
Prudential PLC 0.06% Add +293.6% 75,046 $7.7M
Amalgamated Bank 0.06% Reduce -8.6% 73,421 $7.6M
Handelsbanken Fonder AB 0.03% Add +32.5% 73,271 $7.6M
AXA S.A. 0.02% Reduce -40.4% 72,819 $7.5M
ProShare Advisors LLC 0.02% Reduce -6.9% 72,682 $7.5M
Creative Planning 0.01% Add +14.8% 70,134 $7.2M
MetLife Investment Management, LLC 0.05% Reduce -4.2% 69,825 $7.2M
Envestnet Portfolio Solutions, Inc. 0.03% Add +12.7% 67,714 $7.0M
Swiss Life Asset Management Ltd 0.10% Reduce -60.3% 67,588 $7.0M
Carret Asset Management, LLC 0.80% Reduce -1.2% 65,814 $6.8M
Ritholtz Wealth Management 0.23% Add +2.1% 65,586 $6.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -0.5% 65,529 $6.8M
Thrivent Financial for Lutherans 0.01% Reduce -33.1% 65,333 $6.7M
Investment Management Corp of Ontario 0.20% Reduce -20.9% 64,013 $6.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.23% Add +75.8% 62,871 $6.5M
USS Investment Management Ltd 0.05% Reduce -18.4% 62,877 $6.5M
Bokf, NA 0.12% Add +22.8% 62,584 $6.4M
Texas Permanent School Fund Corp. 0.05% Reduce -0.6% 61,708 $6.4M
Verition Fund Management LLC 0.07% Reduce -81.5% 61,271 $6.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -3.3% 61,058 $6.3M
Cerity Partners LLC 0.02% Add +21.4% 60,249 $6.2M
Manning & Napier Group, LLC 0.08% Reduce -10.6% 60,253 $6.2M
Benson Investment Management Company, Inc. 2.56% Add +1.2% 58,461 $6.0M
Monte Financial Group, LLC 2.62% Reduce -11.9% 58,141 $6.0M
Berger Financial Group, Inc 0.49% Reduce -4.5% 58,070 $6.0M
Citadel Advisors 0.01% Add +8554.7% 57,900 $6.0M
Cetera Investment Advisers 0.01% Add +104.8% 55,465 $5.7M
Woodley Farra Manion Portfolio Management Inc. 0.31% Reduce -9.0% 54,252 $5.6M
Assenagon Asset Management S.A. 0.01% Add +471.4% 53,848 $5.5M
Mount Lucas Management LP 1.86% Reduce -8.0% 53,790 $5.5M
Gateway Investment Advisers LLC 0.06% Add +0.2% 53,650 $5.5M
Osaic Holdings, Inc. 0.01% Reduce -67.2% 53,252 $5.5M
Walleye Capital LLC 0.07% New 53,116 $5.5M
Acadian Asset Management LLC 0.02% Reduce -63.0% 52,905 $5.4M
Czech National Bank 0.07% Reduce -0.3% 52,521 $5.4M
HighTower Advisors, LLC 0.01% Add +0.3% 52,267 $5.4M
Utah Retirement Systems 0.06% No change 51,173 $5.3M
Mariner, LLC 0.01% Add +6.3% 51,042 $5.3M
Ethic Inc. 0.13% Add +8.5% 50,725 $5.2M
Crossmark Global Holdings, Inc. 0.10% Add +21.3% 49,316 $5.1M
GHP Investment Advisors, Inc. 0.25% Add +9.7% 48,541 $5.0M
Northwest & Ethical Investments L.P. 0.14% Add +440.5% 47,956 $4.9M
Ostrum Asset Management 0.39% Reduce -9.8% 47,778 $4.9M
Public Sector Pension Investment Board 0.04% Reduce -0.8% 47,402 $4.9M
Vanguard Personalized Indexing Management, LLC 0.10% Reduce -3.4% 46,437 $4.8M
Xponance LLC 0.05% Add +9.1% 46,250 $4.8M
First Citizens Bank & Trust Co. 0.09% Add +17.6% 46,155 $4.8M
New York Life Investment Management LLC 0.05% Reduce -5.8% 44,643 $4.6M
CIBC Asset Management Inc 0.02% Add +2.4% 44,236 $4.6M
Taika Capital, LP 2.33% New 43,640 $4.5M
Paloma Partners Management Co 0.94% New 43,293 $4.5M
Captrust Financial Advisors 0.02% Reduce -22.7% 43,271 $4.5M
Bank of Nova Scotia 0.01% Reduce -86.8% 42,840 $4.4M
Yousif Capital Management, LLC 0.05% Reduce -4.2% 42,668 $4.4M
LBP Am SA 0.17% Reduce -45.1% 42,146 $4.3M
Candriam S.C.A. 0.03% Add +6.4% 41,870 $4.3M
Kintegral Advisory, LLC 0.42% Reduce -0.3% 41,043 $4.2M
Rockefeller Capital Management L.P. 0.01% Reduce -68.2% 40,940 $4.2M
Philadelphia Financial Management of San Francisco, LLC 0.87% New 40,165 $4.1M
Daiwa Securities Group Inc. 0.02% Add +33.3% 39,034 $4.0M
Pathstone Holdings, LLC 0.02% Add +7.8% 38,664 $4.0M
Trustmark Bank Trust Department 0.32% Add +144.3% 38,572 $4.0M
Flputnam Investment Management Co. 0.08% Add +0.4% 38,443 $4.0M
NewEdge Advisors, LLC 0.03% Add +3.1% 38,043 $3.9M
M&T Bank Corp 0.01% Add +5.9% 37,087 $3.8M
Cornercap Investment Counsel Inc. 0.59% Reduce -0.6% 36,917 $3.8M
Shell Asset Management Co. 0.17% Add +3.0% 37,306 $3.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +2.0% 35,911 $3.7M
Genus Capital Management Inc. 0.48% — 35,894 $3.7M
Wealthfront Advisers LLC 0.01% Reduce -0.1% 35,875 $3.7M
Uncommon Cents Investing LLC 1.12% Reduce -0.9% 35,560 $3.7M
Grey Street Capital, LLC 0.49% New 34,985 $3.6M
NFC Investments, LLC 1.04% No change 35,000 $3.6M
SteelPeak Wealth, LLC 0.18% Add +65.5% 34,626 $3.6M
Accurate Wealth Management, LLC 1.05% Reduce -0.7% 36,165 $3.6M
Richard Bernstein Advisors LLC 0.08% New 34,146 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.0% 33,945 $3.5M
Fifth Third Bancorp 0.01% Reduce -16.7% 33,444 $3.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.29% Add +40.2% 33,139 $3.4M
Railway Pension Investments Ltd 0.03% New 32,900 $3.4M
Wellington Management Group LLP 0.00% No change 32,866 $3.4M
Continuum Advisory, LLC 0.50% Add +17.6% 32,749 $3.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Add +8.5% 32,086 $3.3M
Baird Financial Group, Inc. 0.01% Add +0.2% 31,493 $3.2M
Advisors Asset Management, Inc. 0.06% Add +13.0% 31,471 $3.2M
Radnor Capital Management, LLC 0.55% Add +0.7% 31,448 $3.2M
Fred Alger Management, LLC 0.02% Add +6.7% 31,328 $3.2M
Signet Financial Management, LLC 0.44% Add +2.9% 31,323 $3.2M
Cresset Asset Management, LLC 0.02% Add +5.5% 30,977 $3.2M
MML Investors Services, LLC 0.01% Add +3.7% 30,819 $3.2M
Institute for Wealth Management, LLC. 0.41% Add +3.7% 30,677 $3.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -4.0% 30,452 $3.1M
Twin Tree Management, LP 0.07% New 30,407 $3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +15.4% 30,393 $3.1M
Pitcairn Co. 0.20% Add +62.0% 30,208 $3.1M
Leuthold Group, LLC 0.35% New 30,200 $3.1M
1832 Asset Management L.P. 0.01% Reduce -2.0% 29,477 $3.0M
Stanley-Laman Group, Ltd. 0.39% New 29,372 $3.0M
Sustainable Insight Capital Management, LLC 2.08% New 28,000 $2.9M
Twin Capital Management Inc. 0.36% Reduce -3.3% 27,803 $2.9M
Dean Investment Associates, LLC 0.39% Add +0.6% 27,484 $2.8M
Elo Mutual Pension Insurance Co 0.07% Add +2.9% 27,482 $2.8M
Virtu Financial LLC 0.21% New 27,054 $2.8M
Horizon Investment Services, LLC 1.33% New 26,319 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.13% Add +1.8% 25,787 $2.7M
Ontario Teachers Pension Plan Board 0.02% Reduce -25.6% 25,717 $2.7M
Oregon Public Employees Retirement Fund 0.05% Reduce -31.2% 25,530 $2.6M
Gulf International Bank (UK) Ltd 0.07% Add +0.5% 25,528 $2.6M
Kempner Capital Management Inc. 1.42% Reduce -50.1% 25,365 $2.6M
Savant Capital, LLC 0.03% Add +74.9% 24,974 $2.6M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -6.6% 24,955 $2.6M
Strategic Global Advisors, LLC 0.55% Reduce -2.0% 24,538 $2.5M
Harvest Investment Advisors, LLC 1.86% Reduce -1.2% 24,137 $2.5M
Agf Management Ltd. 0.01% Reduce -33.6% 23,996 $2.5M
Summit Place Financial Advisors, LLC 1.44% New 23,805 $2.5M
Passumpsic Savings Bank 1.56% — 23,647 $2.4M
Silvercrest Asset Management Group LLC 0.02% Reduce -0.1% 22,987 $2.4M
Park Avenue Securities LLC 0.03% Reduce -21.0% 22,950 $2.4M
iA Global Asset Management Inc. 0.05% Reduce -21.2% 22,699 $2.3M
Kentucky Retirement Systems 0.07% Reduce -5.8% 22,669 $2.3M
Ballentine Partners, LLC 0.04% Add +15.4% 22,538 $2.3M
MAI Capital Management 0.02% Add +3.0% 22,208 $2.3M
Los Angeles Capital Management LLC 0.01% Add +36.3% 22,187 $2.3M
Greenleaf Trust 0.02% Add +0.8% 22,013 $2.3M
Jefferies Financial Group Inc. 0.05% Reduce -85.2% 21,900 $2.3M
Maryland State Retirement & Pension System 0.04% No change 23,251 $2.2M
Brown Advisory Inc. 0.00% Add +0.3% 21,373 $2.2M
Metis Global Partners, LLC 0.08% Add +21.8% 21,327 $2.2M
Ossiam 0.04% Reduce -23.9% 21,307 $2.2M
Kingsview Wealth Management, LLC 0.05% Add +16.6% 21,124 $2.2M
Pacer Advisors, Inc. 0.01% Add +2.4% 20,927 $2.2M
Easterly Investment Partners LLC 0.16% Reduce -14.0% 20,894 $2.2M
Intrust Bank NA 0.23% Add +1.7% 20,634 $2.1M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +122.9% 19,659 $2.0M
Stephens Inc. 0.03% Reduce -11.4% 19,373 $2.0M
Bailard, Inc. 0.05% No change 19,277 $2.0M
Kestra Advisory Services, LLC 0.01% Reduce -0.7% 19,155 $2.0M
Tidal Investments LLC 0.03% Add +108.4% 19,098 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +13.4% 19,059 $2.0M
Atlantic Union Bankshares Corp 0.17% Reduce -0.1% 19,000 $2.0M
USA Financial Formulas 0.32% Add +986.6% 18,939 $2.0M
Balyasny Asset Management L.P. 0.01% New 18,824 $1.9M
Prelude Capital Management, LLC 0.13% New 18,796 $1.9M
Ascent Group, LLC 0.17% Reduce -74.5% 18,777 $1.9M
Promethos Capital, LLC 1.13% No change 18,759 $1.9M
D.A. Davidson & Co. 0.02% Reduce -3.4% 18,628 $1.9M
Moody Aldrich Partners LLC 0.32% Reduce -17.5% 18,494 $1.9M
Dean Capital Management 1.09% No change 18,255 $1.9M
Plato Investment Management Ltd 0.19% Add +6384.1% 17,961 $1.9M
Cunning Capital Partners, LP 1.01% No change 17,800 $1.8M
Impax Asset Management Group plc 0.01% Reduce -27.7% 17,789 $1.8M
Credential Qtrade Securities Inc. 0.10% Add +2.9% 17,734 $1.8M
Yarbrough Capital, LLC 0.08% No change 17,690 $1.8M
Verdence Capital Advisors LLC 0.17% Add +37.4% 17,645 $1.8M
Securian Asset Management, Inc. 0.05% Reduce -7.7% 17,580 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -4.4% 17,400 $1.8M
Van Leeuwen & Company, LLC 0.91% New 17,370 $1.8M
Credit Agricole S A 0.03% Add +113.1% 18,132 $1.8M
Hancock Whitney Corp. 0.06% Reduce -0.5% 16,765 $1.7M
Banque Cantonale Vaudoise 0.07% Add +378.8% 16,725 $1.7M
Private Advisor Group, LLC 0.01% Reduce -0.6% 16,491 $1.7M
ING Groep NV 0.01% Reduce -1.6% 16,412 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -9.9% 16,182 $1.7M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -53.0% 15,957 $1.6M
Parallel Advisors, LLC 0.04% Add +16.4% 15,948 $1.6M
American State Bank (Iowa) 1.10% Reduce -9.8% 15,842 $1.6M
SG Americas Securities, LLC 0.01% Reduce -47.7% 15,280 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.11% New 15,239 $1.6M
New Mexico Educational Retirement Board 0.06% Reduce -6.2% 15,191 $1.6M
Bessemer Group Inc. 0.00% Add +222.7% 15,157 $1.6M
Raymond James Trust N.A. 0.04% Reduce -5.5% 14,936 $1.5M
B. Metzler seel. Sohn & Co. AG 0.02% Add +39.3% 14,924 $1.5M
Redwood Investment Management, LLC 0.15% Reduce -16.1% 14,909 $1.5M
Insight Wealth Strategies, LLC 0.22% Reduce -14.1% 14,776 $1.5M
Pensionfund Sabic 0.45% Reduce -16.0% 14,700 $1.5M
Keybank National Association 0.01% Reduce -14.9% 14,558 $1.5M
Ziegler Capital Management, LLC 0.05% Add +471.3% 102,309 $1.4M
Meiji Yasuda Life Insurance Co 0.03% No change 13,585 $1.4M
UniSuper Management Pty Ltd 0.01% Add +325.8% 13,403 $1.4M
NorthCrest Asset Manangement, LLC 0.05% Add +1.9% 13,377 $1.4M
Advisory Services Network, LLC 0.03% Add +18.1% 13,298 $1.4M
Tower Research Capital LLC (TRC) 0.03% Reduce -74.1% 13,104 $1.4M
E. Ohman J:or Asset Management AB 0.03% Add +10.1% 13,100 $1.3M
Atria Investments, Inc 0.02% New 12,883 $1.3M
Icon Advisers Inc. 0.29% No change 12,900 $1.3M
Lifestyle Asset Management, Inc. 0.78% Reduce -15.4% 12,800 $1.3M
Rehmann Capital Advisory Group 0.10% Reduce -13.8% 12,773 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -7.7% 12,582 $1.3M
Orion Portfolio Solutions, LLC 0.01% Reduce -7.7% 12,582 $1.3M
OneDigital Investment Advisors LLC 0.02% Reduce -0.8% 12,565 $1.3M
Zions Bancorporation, N.A. 0.09% Reduce -20.5% 12,358 $1.3M
Cwm, LLC 0.01% Add +8.1% 12,244 $1.3M
Empowered Funds, LLC 0.02% Add +1.3% 12,189 $1.3M
Quantinno Capital Management LP 0.03% Add +74.7% 12,046 $1.2M
Metropolitan Life Insurance Co 0.05% Reduce -1.7% 12,038 $1.2M
Vinva Investment Management Ltd 0.07% Reduce -52.5% 11,984 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -6.9% 11,895 $1.2M
Cibc World Market Inc. 0.00% Add +165.3% 11,866 $1.2M
Trivium Point Advisory, LLC 0.26% Reduce -39.7% 11,750 $1.2M
Qtron Investments LLC 0.17% Add +20.6% 11,672 $1.2M
B. Riley Wealth Advisors, Inc. 0.03% Add +0.4% 16,827 $1.2M
Empirical Finance, LLC 0.07% Add +3.2% 11,628 $1.2M
GTS Securities LLC 0.03% Add +28.4% 11,545 $1.2M
Burney Co./ 0.05% Reduce -8.4% 11,541 $1.2M
Allworth Financial LP 0.01% Reduce -1.6% 11,379 $1.2M
South Dakota Investment Council 0.02% No change 11,356 $1.2M
Commerce Bank 0.01% Add +2.4% 11,291 $1.2M
Vontobel Holding Ltd. 0.01% Reduce -3.0% 11,218 $1.2M
Teza Capital Management LLC 0.15% Add +35.5% 10,991 $1.1M
Praxis Investment Management Inc. 0.07% No change 10,830 $1.1M
Dynamic Technology Lab Private Ltd 0.12% Add +4.1% 10,569 $1.1M
Argent Trust Co 0.05% Reduce -2.3% 10,559 $1.1M
Norinchukin Bank, The 0.03% Reduce -2.0% 10,284 $1.1M
GeoWealth Management, LLC 0.04% Add +279.1% 10,284 $1.1M
Mission Wealth Management, LP 0.03% Add +5.1% 10,156 $1.0M
First National Bank of Mount Dora, Trust Investment Services 0.25% Reduce -11.5% 10,095 $1.0M
Huntington National Bank 0.01% Add +3.5% 10,016 $1.0M
NJ State Employees Deferred Compensation Plan 0.13% No change 10,000 $1.0M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -28.9% 9,982 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -8.1% 9,851 $1.0M
SVB Wealth LLC 0.02% Add +4.1% 9,774 $1.0M
Moors & Cabot, Inc. 0.05% No change 9,690 $999K
Regions Financial Corp. 0.01% Reduce -2.2% 9,662 $996K
Synovus Financial Corp. 0.01% Add +0.5% 9,644 $994K
Erste Asset Management GmbH 0.01% No change 9,700 $992K
Summit Global Investments 0.07% Reduce -52.5% 9,630 $992K
Symmetry Partners, LLC 0.08% No change 9,603 $990K
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.5% 9,472 $976K
Ramirez Asset Management, Inc. 0.20% No change 9,420 $971K
Buckingham Strategic Wealth, LLC 0.01% Add +103.0% 9,362 $965K
Connecticut Wealth Management, LLC 0.05% Reduce -14.6% 9,188 $947K
Diversified Trust Co. 0.03% Reduce -29.7% 9,142 $942K
Catalyst Funds Management Pty Ltd 0.26% — 9,100 $938K
Prudent Man Advisors, LLC 0.35% Reduce -0.2% 8,938 $921K
Bank of Hawaii 0.04% Reduce -2.9% 8,897 $917K
My Legacy Advisors, LLC 0.30% Reduce -40.4% 8,759 $903K
Qube Research & Technologies Ltd 0.00% Reduce -98.5% 8,721 $899K
Castlekeep Investment Advisors LLC 0.64% Reduce -27.6% 8,657 $892K
Thoroughbred Financial Services, LLC 0.08% Reduce -24.7% 8,569 $883K
FCG Investment Co 0.70% Add +41.9% 8,470 $873K
V-Square Quantitative Management LLC 0.12% Add +17.8% 8,209 $846K
Cullen/Frost Bankers, Inc. 0.01% No change 8,194 $844K
Simplicity Wealth,LLC 0.02% New 8,137 $839K
Rakuten Investment Management, Inc. 0.01% Add +977.2% 8,047 $829K
AIA Group Ltd 0.03% Reduce -63.9% 8,003 $825K
Jackson Creek Investment Advisors LLC 0.29% Add +92.6% 7,979 $822K
Mark Sheptoff Financial Planning, LLC 0.45% No change 7,960 $820K
OmniStar Financial Group, Inc. 0.75% New 7,929 $817K
Guidance Capital, Inc. 0.30% Add +3.5% 8,391 $816K
Jump Financial, LLC 0.02% Reduce -80.0% 7,670 $790K
NewEdge Wealth, LLC 0.02% Add +2.6% 7,982 $778K
Siemens Fonds Invest GmbH 0.06% Reduce -3.8% 7,529 $776K
CFO4Life Group, LLC 0.14% New 7,467 $769K
TFB Advisors LLC 0.28% Add +87.3% 7,842 $762K
Mount Vernon Associates Inc. 0.65% Reduce -6.3% 7,384 $761K
McElhenny Sheffield Capital Management, LLC 0.27% Reduce -11.5% 7,356 $758K
SRB Corp. 0.04% Add +11.5% 7,348 $757K
Stoneridge Investment Partners LLC 0.29% No change 7,279 $750K
Ieq Capital, LLC 0.01% Add +4.2% 7,268 $749K
Steward Partners Investment Advisory, LLC 0.01% Add +1.0% 7,266 $749K
Freedom Investment Management, Inc. 0.06% Add +37.5% 7,207 $743K
Baader Bank Aktiengesellschaft 0.06% Reduce -0.2% 7,200 $742K
Transatlantique Private Wealth LLC 0.32% Add +0.2% 7,139 $736K
CI Investments Inc. 0.00% Add +16.2% 7,055 $727K
NEOS Investment Management LLC 0.04% Add +64.4% 7,016 $723K
HBK Sorce Advisory LLC 0.03% Reduce -19.6% 6,899 $711K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +24.1% 6,887 $710K
Systematic Financial Management LP 0.02% Add +7427.8% 6,775 $698K
Advus Financial Partners, LLC 0.22% Reduce -0.3% 6,767 $697K
Hantz Financial Services, Inc. 0.01% Reduce -10.8% 6,755 $696K
Integrated Wealth Concepts LLC 0.01% Add +3.2% 6,573 $677K
Beck Bode, LLC 0.14% New 6,560 $676K
Concourse Financial Group Securities, Inc. 0.04% Reduce -35.6% 6,471 $670K
Advisor Resource Council 0.28% Reduce -51.2% 8,280 $666K
Beacon Pointe Advisors, LLC 0.01% Reduce -0.4% 6,449 $665K
Verdad Advisers, LP 0.72% New 6,407 $660K
Johnson Investment Counsel Inc. 0.01% Add +27.8% 6,360 $655K
Kathmere Capital Management, LLC 0.07% Add +15.6% 6,277 $647K
Oak Associates Ltd. 0.04% Reduce -14.1% 6,273 $646K
Dynasty Wealth Management, LLC 0.02% — 6,238 $643K
Blair William & Co. 0.00% Add +6.4% 6,216 $641K
Csenge Advisory Group 0.04% Reduce -38.7% 6,183 $637K
Monetary Management Group Inc. 0.18% Add +202.7% 6,175 $636K
Coldstream Capital Management Inc. 0.02% Reduce -0.6% 6,160 $635K
Vestcor Inc 0.02% Reduce -0.9% 6,156 $634K
BOK Financial Private Wealth, Inc. 0.05% No change 6,085 $630K
First Trust Direct Indexing L.P. 0.05% Add +8.8% 6,043 $623K
MQS Management LLC 0.35% New 5,929 $611K
Bridgefront Capital, LLC 0.46% New 5,878 $606K
Harbor Capital Advisors, Inc. 0.08% Add +15.8% 5,864 $604K
GAMMA Investing LLC 0.12% Add +6.7% 5,858 $604K
AlphaQ Advisors LLC 0.36% Reduce -7.7% 5,834 $601K
Proficio Capital Partners LLC 0.07% No change 5,828 $601K
Signaturefd, LLC 0.01% Add +7.3% 5,775 $595K
Sherbrooke Park Advisers LLC 0.11% New 5,702 $588K
Natixis Investment Managers International 0.04% Reduce -4.5% 5,640 $581K
Vaughan Nelson Investment Management, L.P. 0.01% Reduce -4.5% 5,640 $581K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -14.2% 5,575 $577K
EHP Funds Inc. 0.40% Reduce -39.1% 5,600 $577K
Aviance Capital Partners, LLC 0.09% Reduce -1.8% 5,599 $577K
Vident Advisory, LLC 0.01% Add +7.3% 5,595 $577K
Seeds Investor LLC 0.53% Reduce -21.4% 5,568 $574K
Wedbush Securities Inc. 0.02% Add +14.0% 5,559 $573K
Visionary Horizons, LLC 0.44% Reduce -0.2% 5,771 $564K
Forum Financial Management, LP 0.01% Add +0.1% 5,456 $562K
Relative Value Partners Group, LLC 0.04% No change 6,458 $562K
DoubleLine ETF Adviser LP 0.14% Add +7.4% 5,435 $560K
CIBC Private Wealth Group LLC 0.00% Reduce -6.4% 5,443 $558K
Focus Partners Advisor Solutions, LLC 0.02% New 5,408 $557K
Cambria Investment Management, L.P. 0.03% New 5,408 $557K
Sequoia Financial Advisors, LLC 0.01% Reduce -49.8% 5,379 $554K
Hamilton Capital Partners Inc. 0.07% Reduce -30.3% 5,350 $551K
Hillsdale Investment Management Inc. 0.04% Reduce -10.2% 5,280 $544K
Citizens Financial Group Inc. 0.02% Add +7.2% 5,220 $538K
Townsquare Capital LLC 0.01% New 5,187 $535K
NTV Asset Management LLC 0.08% Reduce -17.5% 5,131 $529K
State of Wyoming 0.09% Add +14.3% 5,114 $527K
AdvisorShares Investments LLC 0.10% New 5,100 $526K
Independent Advisor Alliance 0.02% Add +1.3% 5,082 $524K
Bleakley Financial Group, LLC 0.02% Reduce -2.0% 5,060 $521K
Prime Capital Investment Advisors, LLC 0.01% Add +9.7% 5,036 $519K
Karpas Strategies, LLC 0.16% No change 5,000 $515K
Meyer Handelman Co. 0.02% Reduce -39.9% 4,998 $515K
LVW Advisors, LLC 0.09% Add +12.1% 4,996 $515K
UMB Bank, n.a. 0.01% Reduce -1.9% 4,996 $515K
Janiczek Wealth Management, LLC 0.11% Add +9.4% 4,929 $508K
BayBridge Capital Group, LLC 0.44% Reduce -1.4% 5,065 $506K
Frisch Financial Group, Inc. 0.16% Add +0.6% 4,811 $496K
Welch & Forbes LLC 0.01% No change 4,799 $495K
Brave Asset Management Inc. 0.13% Reduce -13.0% 4,687 $483K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -2.1% 4,685 $483K
Horizon Investments, LLC 0.01% Add +9.6% 4,682 $482K
Capstone Investment Advisors, LLC 0.02% Add +106.5% 4,680 $482K
Angeles Investment Advisors, LLC 0.03% Add +28.2% 4,635 $478K
Pacific Global Investment Management Co. 0.09% Add +0.1% 4,618 $476K
Harvest Fund Management Co., Ltd 0.04% New 4,559 $470K
Ibex Wealth Advisors 0.13% — 6,191 $469K
Avantax Advisory Services, Inc. 0.00% Add +2.8% 4,543 $468K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.2% 4,528 $467K
Meeder Advisory Services, Inc. 0.05% Add +0.4% 4,526 $466K
TD Private Client Wealth LLC 0.02% Reduce -14.0% 4,455 $459K
One Wealth Advisors, LLC 0.08% Reduce -4.1% 4,428 $458K
Profund Advisors LLC 0.02% Add +2.4% 4,446 $458K
Gryphon Financial Partners LLC 0.08% New 4,421 $456K
Dynamic Advisor Solutions LLC 0.02% Add +1.6% 4,407 $454K
Boston Trust Walden Corp 0.00% No change 4,377 $451K
McGlone Suttner Wealth Management, Inc. 0.08% Add +38.0% 4,368 $450K
Caprock Group, LLC 0.03% Reduce -1.9% 4,348 $450K
Apollon Wealth Management, LLC 0.01% Reduce -10.8% 4,366 $450K
Tectonic Advisors LLC 0.03% Add +8.2% 4,303 $443K
Lake Street Advisors Group, LLC 0.02% Add +5.7% 4,273 $442K
Exencial Wealth Advisors, LLC 0.02% New 4,265 $440K
Two Sigma Securities, LLC 0.02% New 4,237 $437K
Avior Wealth Management, LLC 0.02% Add +11.3% 4,201 $433K
Lane & Associates LLC 0.27% Reduce -7.1% 4,175 $430K
Advisors Capital Management, LLC 0.01% Add +7.9% 4,170 $430K
Belpointe Asset Management LLC 0.03% Add +0.2% 4,133 $426K
Merit Financial Group, LLC 0.01% Reduce -10.9% 4,324 $423K
GAMCO Investors 0.00% No change 4,100 $423K
DGS Capital Management, LLC 0.12% New 4,044 $417K
Lockerman Financial Group, Inc. 0.79% No change 4,000 $412K
Geneos Wealth Management Inc. 0.02% Add +3.2% 3,990 $411K
MTM Investment Management, LLC 0.17% No change 3,955 $408K
Westover Capital Advisors, LLC 0.12% New 3,950 $407K
Stonegate Investment Group, LLC 0.01% No change 3,830 $395K
Compound Planning, Inc. 0.04% Add +5.5% 3,818 $393K
WASHINGTON TRUST Co 0.01% Reduce -0.4% 3,810 $393K
Foundations Investment Advisors, LLC 0.01% Add +0.4% 3,794 $391K
Asahi Life Asset Management Co., LTD. 0.23% Reduce -14.7% 3,760 $387K
Steph & Co. 0.13% Reduce -16.2% 3,750 $386K
Dorsey & Whitney Trust CO LLC 0.03% Add +3.1% 3,736 $385K
Graypoint LLC 0.03% Add +2.2% 3,695 $381K
Trust Asset Management LLC 0.03% No change 3,657 $377K
Naviter Wealth, LLC 0.06% Reduce -23.8% 3,584 $371K
JARISLOWSKY, FRASER Ltd 0.00% No change 3,600 $371K
Weil Company, Inc. 0.15% No change 3,572 $368K
Fortem Financial Group, LLC 0.16% Reduce -2.9% 3,542 $365K
Alps Advisors Inc. 0.00% New 3,540 $365K
Palisades Hudson Asset Management, L.P. 0.17% No change 3,523 $363K
Wedmont Private Capital 0.03% Add +0.5% 3,666 $362K
Personal Cfo Solutions, LLC 0.06% Reduce -11.7% 3,495 $360K
Horan Capital Advisors, LLC. 0.13% Reduce -7.0% 3,473 $358K
Aries Wealth Management 0.11% No change 3,456 $356K
Relyea Zuckerberg Hanson LLC 0.06% Add +0.8% 3,451 $356K
Grey Ledge Advisors, LLC 0.10% No change 3,422 $353K
Quadrant Capital Group LLC 0.03% Reduce -3.1% 3,397 $350K
VitalStone Financial, LLC 0.27% New 3,400 $350K
Oppenheimer & Co. Inc. 0.01% No change 3,391 $349K
Steward Partners Investment Solutions, LLC 0.06% No change 3,388 $349K
Fort Pitt Capital Group, LLC 0.01% Reduce -2.5% 3,388 $349K
Catalyst Financial Partners LLC 0.09% Reduce -1.4% 3,643 $349K
Perigon Wealth Management, LLC 0.01% Add +5.2% 3,371 $347K
Realta Investment Advisors 0.07% Reduce -7.8% 3,353 $345K
Ameritas Investment Partners, Inc. 0.01% No change 3,342 $344K
Whittier Trust Co. 0.01% No change 3,330 $343K
Sugarloaf Wealth Management, LLC 0.07% No change 3,317 $342K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.1% 3,316 $342K
Sienna Gestion 0.03% — 3,307 $341K
St Germain D J Co. Inc. 0.02% Reduce -4.0% 3,306 $341K
Convergence Investment Partners, LLC 0.13% New 3,299 $340K
Lido Advisors, LLC 0.00% Reduce -0.2% 3,275 $339K
Florida Trust Wealth Management Co 0.01% No change 3,265 $336K
Lindbrook Capital, LLC 0.03% Add +0.6% 3,252 $335K
Moneta Group Investment Advisors LLC 0.01% New 3,239 $334K
Nwam LLC 0.03% Reduce -2.0% 3,288 $333K
Venture Visionary Partners LLC 0.02% Reduce -15.1% 3,225 $332K
MCF Advisors LLC 0.03% Reduce -2.2% 3,207 $332K
Horan Securities, Inc. 0.16% Reduce -7.5% 3,200 $330K
Lincoln National Corp. 0.01% Add +0.6% 3,199 $330K
Nilsine Partners, LLC 0.04% No change 3,196 $329K
Commerzbank Aktiengesellschaft 0.01% Add +12.8% 3,182 $328K
Epoch Investment Partners, Inc. 0.00% Reduce -5.1% 3,164 $326K
Vista Investment Management 0.13% Reduce -0.7% 3,154 $325K
Cedrus LLC 0.18% Reduce -34.4% 3,138 $323K
Cigna Investments Inc. 0.06% Reduce -2.0% 3,141 $323K
Great Valley Advisor Group, Inc. 0.01% New 3,118 $321K
HB Wealth Management, LLC 0.00% Add +0.7% 3,115 $321K
Evergreen Capital Management LLC 0.01% Add +2.6% 3,098 $321K
D'Orazio & Associates, Inc. 0.05% Add +2.3% 3,093 $319K
Aptus Capital Advisors, LLC 0.01% Add +23.7% 3,082 $318K
HM Payson & Co. 0.01% Add +1.4% 3,069 $316K
Wealth Alliance, LLC 0.04% New 3,057 $315K
HUB Investment Partners, LLC 0.02% New 3,054 $315K
Tompkins Financial Corp. 0.04% No change 3,048 $314K
Bank of New Hampshire 0.08% No change 3,043 $314K
Cidel Asset Management Inc. 0.02% No change 3,035 $313K
CX Institutional 0.01% Add +8.6% 3,018 $311K
Affinity Investment Advisors, LLC 0.23% No change 3,000 $309K
Ransom Advisory, Ltd 0.16% — 3,000 $309K
Knollwood Investment Advisory, LLC 0.06% No change 3,000 $309K
Goldstein Advisors, LLC 0.05% No change 3,000 $309K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 3,000 $309K
Heritage Investors Management Corp. 0.01% Reduce -4.8% 3,002 $309K
Rossmore Private Capital 0.04% No change 2,975 $307K
Clark Capital Management Group, Inc. 0.00% New 2,960 $305K
Summit Financial Group, Inc. 0.11% No change 2,945 $303K
United Asset Strategies, Inc. 0.03% Add +4.3% 2,931 $302K
Sterling Investment Counsel, LLC 0.14% Reduce -15.2% 2,925 $301K
NDVR, Inc. 0.29% Add +8.7% 2,910 $300K
Snowden Capital Advisors LLC 0.01% New 2,874 $298K
Avantax Planning Partners, Inc. 0.01% New 2,861 $295K
IVC Wealth Advisors LLC 0.17% Add +0.2% 2,860 $295K
Summit Trail Advisors, LLC 0.01% Add +7.6% 2,813 $291K
Summit Financial, LLC 0.02% New 2,812 $291K
Wetzel Investment Advisors, Inc. 0.17% Reduce -5.0% 3,000 $291K
Douglas Lane & Associates, LLC 0.00% New 2,762 $285K
High Probability Advisors, LLC 0.05% No change 2,750 $283K
YHB Investment Advisors, Inc. 0.03% Reduce -5.8% 2,747 $283K
Bluesphere Advisors LLC 0.15% No change 2,708 $279K
CreativeOne Wealth, LLC 0.01% New 2,696 $278K
Impact Partnership Wealth, LLC 0.11% Add +9818.5% 2,678 $276K
Fuller & Thaler Asset Management, Inc. 0.00% Add +81.4% 2,675 $276K
SeaCrest Wealth Management, LLC 0.03% Reduce -43.3% 2,667 $275K
Wealthcare Advisory Partners LLC 0.01% New 2,664 $274K
Syon Capital LLC 0.03% Add +2.4% 2,658 $274K
Aveo Capital Partners, LLC 0.03% Reduce -8.7% 2,791 $273K
Virtus Investment Advisers, LLC 0.20% No change 2,640 $272K
NorthRock Partners, LLC 0.01% New 2,605 $270K
HighPoint Advisor Group LLC 0.02% Reduce -0.4% 2,661 $268K
McCarthy & Cox 0.10% — 2,600 $268K
Peoples Bank 0.15% Reduce -1.5% 2,599 $268K
Prospera Financial Services Inc 0.01% Reduce -1.5% 2,593 $267K
Great Waters Wealth Management 0.04% Add +0.1% 2,592 $267K
Geller Advisors LLC 0.02% Reduce -0.1% 2,574 $266K
GW Henssler & Associates Ltd. 0.02% Reduce -0.6% 2,584 $266K
Wayfinding Financial, LLC 0.15% Add +7.5% 2,660 $265K
Checchi Capital Advisers, LLC 0.02% Reduce -1.6% 2,527 $260K
Tocqueville Asset Management L.P. 0.00% New 2,526 $260K
Patrick M Sweeney & Associates, Inc. 0.21% Reduce -1.9% 2,525 $260K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -0.3% 2,518 $259K
Hartford Financial Management Inc. 0.05% No change 2,516 $259K
Pinnacle Associates Ltd. 0.00% New 2,510 $259K
First Horizon Advisors, Inc. 0.01% Add +0.4% 2,500 $258K
Bayview Asset Management, LLC 0.10% New 2,500 $258K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.4% 2,497 $257K
Integrated Advisors Network LLC 0.01% New 2,490 $257K
Wealthspire Advisors, LLC 0.00% Reduce -7.2% 2,488 $256K
Pallas Capital Advisors LLC 0.01% New 2,486 $256K
Kestra Private Wealth Services, LLC 0.01% New 2,475 $255K
Charter Oak Capital Management, LLC 0.03% New 2,467 $254K
Kenora Financial, LLC 0.11% Reduce -8.2% 2,460 $254K
Paragon Capital Management Ltd 0.05% New 2,456 $253K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 2,428 $250K
Lifeworks Advisors, LLC 0.07% New 2,424 $250K
Kowal Investment Group, LLC 0.05% New 2,424 $250K
American Investment Services, Inc. 0.04% New 2,423 $250K
DAVENPORT & Co LLC 0.00% New 2,423 $250K
Aerodigm Wealth, LLC 0.10% New 2,419 $249K
Koshinski Asset Management, Inc. 0.03% New 2,412 $249K
JB Capital LLC 0.02% New 2,407 $248K
Banque Pictet & Cie SA 0.00% Reduce -36.0% 2,383 $246K
Nomura Holdings Inc. 0.00% Reduce -60.6% 2,383 $246K
Edgestream Partners, L.P. 0.01% Reduce -69.3% 2,370 $244K
Verum Partners LLC 0.09% New 2,361 $243K
Clarius Group, LLC 0.02% Reduce -15.5% 2,349 $242K
PFG Investments, LLC 0.01% New 2,343 $241K
Brooklyn Investment Group 0.10% New 2,350 $241K
AlphaCentric Advisors LLC 0.14% Reduce -11.6% 2,331 $240K
Catalina Capital Group, LLC 0.10% New 2,327 $240K
Spreng Capital Management, Inc. 0.13% New 2,325 $240K
Howard Capital Management Group, LLC 0.02% New 2,324 $239K
&partners 0.03% New 2,317 $239K
Waldron Private Wealth LLC 0.01% New 2,287 $236K
Sigma Planning Corp 0.01% New 2,282 $235K
PDS Planning, Inc 0.02% New 2,272 $234K
Bison Wealth, LLC 0.04% New 2,255 $232K
Salzhauer Michael 0.19% New 2,246 $231K
AdvisorNet Financial, Inc 0.02% Add +0.5% 2,234 $230K
Drive Wealth Management, LLC 0.06% New 2,212 $229K
Blue Trust, Inc. 0.00% Reduce -1.5% 2,222 $229K
Bar Harbor Wealth Management 0.02% New 2,221 $229K
Evercore Wealth Management, LLC 0.00% New 2,213 $228K
Humankind Investments LLC 0.06% New 2,200 $227K
Wesbanco Bank Inc. 0.01% New 2,183 $225K
SpiderRock Advisors, LLC 0.01% — 2,242 $223K
Keystone Financial Group 0.03% New 2,166 $223K
Trillium Asset Management, LLC 0.01% New 2,167 $223K
Chicago Partners Investment Group LLC 0.01% New 2,210 $221K
Winthrop Advisory Group LLC 0.03% New 2,126 $220K
MBB Public Markets I LLC 0.01% New 2,131 $220K
North Star Investment Management Corp. 0.02% No change 2,115 $218K
William Blair Investment Management, LLC 0.00% Reduce -19.5% 2,107 $217K
Spire Wealth Management 0.00% Reduce -7.5% 2,095 $216K
Fielder Capital Group LLC 0.10% New 2,078 $214K
Ignite Planners, LLC 0.06% New 2,075 $213K
MV Capital Management, Inc. 0.02% Add +43.8% 2,036 $210K
J. L. Bainbridge & Co., Inc. 0.02% New 2,000 $206K
Segment Wealth Management, LLC 0.02% New 2,000 $206K
Equitable Trust Co. 0.01% New 2,000 $206K
Signature Estate & Investment Advisors LLC 0.01% New 2,000 $206K
Douglass Winthrop Advisors, LLC 0.00% New 2,000 $206K
Legacy Financial Advisors, Inc. 0.04% New 1,982 $204K
Patriot Financial Group Insurance Agency, LLC 0.03% New 1,945 $200K
Ellevest, Inc. 0.01% New 1,944 $200K
Brown, Lisle/Cummings, Inc. 0.07% Reduce -5.1% 1,943 $200K
Westpac Banking Corp. 0.01% No change 1,890 $195K
Asset Dedication, LLC 0.01% Reduce -0.5% 1,829 $188K
Principal Securities, Inc. 0.01% Reduce -21.3% 1,766 $182K
Highlander Capital Management, LLC 0.07% No change 1,668 $172K
Walleye Trading LLC 0.00% Reduce -96.2% 1,623 $167K
Quent Capital, LLC 0.02% Add +0.1% 1,599 $165K
Lanark Financial, Inc. 0.02% Reduce -28.5% 1,596 $164K
IFP Advisors, Inc 0.01% Reduce -90.0% 1,497 $154K
Penserra Capital Management LLC 0.00% Reduce -48.0% 1,428 $146K
Tobam 0.01% Reduce -18.5% 1,405 $145K
Delta Asset Management LLC 0.01% No change 1,400 $144K
Global Retirement Partners, LLC 0.01% Reduce -2.1% 1,390 $143K
Farther Finance Advisors, LLC 0.01% Add +2.9% 1,386 $142K
Caldwell Trust Co 0.02% No change 1,323 $136K
Mather Group, Llc. 0.00% New 1,686 $136K
JFS Wealth Advisors, LLC 0.01% No change 1,253 $129K
Ancora Advisors LLC 0.00% No change 1,250 $129K
New England Capital Financial Advisors LLC 0.07% No change 1,250 $129K
TD Waterhouse Canada Inc. 0.00% Add +216.3% 1,167 $123K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,216 $121K
Alta Advisers Ltd 0.06% No change 1,100 $113K
Armstrong Advisory Group, Inc. 0.01% No change 1,379 $111K
Hexagon Capital Partners LLC 0.02% Add +0.5% 1,054 $109K
Transamerica Financial Advisors, LLC 0.01% Reduce -4.8% 1,040 $108K
Bruce G. Allen Investments, LLC 0.09% Reduce -23.0% 1,035 $107K
Piscataqua Savings Bank 0.09% No change 1,000 $103K
Hilltop National Bank 0.03% — 975 $100K
Private Trust Co. NA 0.01% Reduce -8.6% 949 $98K
Manchester Capital Management LLC 0.01% Add +27.2% 935 $96K
Parkside Financial Bank & Trust 0.02% Add +43.0% 922 $95K
GPS Wealth Strategies Group, LLC 0.02% No change 920 $95K
Global Financial Private Client, LLC 0.04% Reduce -0.9% 894 $92K
Larson Financial Group LLC 0.01% Add +2625.0% 872 $90K
Toth Financial Advisory Corp. 0.01% No change 865 $89K
Investors Research Corp 0.02% No change 861 $89K
Cambridge Trust Co. 0.00% No change 814 $84K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.1% 804 $83K
Clearstead Advisors, LLC 0.00% Add +4.7% 779 $78K
CoreCap Advisors, LLC 0.00% New 760 $78K
Raleigh Capital Management Inc. 0.03% Reduce -28.2% 754 $78K
CENTRAL TRUST Co 0.00% Reduce -7.9% 746 $77K
Salomon & Ludwin, LLC 0.01% Add +2840.0% 735 $76K
S.A. Mason LLC 0.04% No change 646 $67K
Deseret Mutual Benefit Administrators 0.03% Reduce -8.7% 643 $66K
Prestige Wealth Management Group LLC 0.01% Reduce -13.7% 630 $65K
EnRich Financial Partners LLC 0.02% New 600 $62K
Pinnacle Bancorp, Inc. 0.02% Reduce -4.0% 592 $61K
General Partner, Inc. 0.04% New 570 $59K
Tyler-Stone Wealth Management 0.03% No change 551 $57K
Grove Bank & Trust 0.01% No change 548 $56K
Benjamin F. Edwards & Company, Inc. 0.00% Add +1.5% 545 $56K
Covestor Ltd 0.03% Add +28.8% 519 $54K
Jones Financial Companies LLLP 0.00% Add +9.9% 522 $54K
Denali Advisors LLC 0.02% New 508 $52K
Hazlett, Burt & Watson, Inc. 0.03% No change 500 $52K
Cetera Trust Company, N.A 0.03% No change 500 $52K
Friedenthal Financial 0.03% New 481 $50K
TCTC Holdings, LLC 0.00% No change 481 $50K
FinTrust Capital Advisors, LLC 0.01% Add +75.5% 465 $48K
Westside Investment Management, Inc. 0.01% Reduce -27.8% 460 $47K
EverSource Wealth Advisors, LLC 0.00% Add +34.4% 473 $46K
First Manhattan Co. Llc. 0.00% Reduce -0.7% 440 $45K
Rothschild Investment LLC 0.00% Add +1.2% 419 $43K
Harbour Investments, Inc. 0.00% Add +37.3% 416 $43K
Richardson Financial Services Inc. 0.03% Reduce -81.2% 415 $43K
Founders Capital Management 0.03% No change 400 $41K
CNB Bank 0.02% No change 400 $41K
Hollencrest Capital Management 0.00% No change 389 $40K
First United Bank & Trust 0.01% No change 382 $39K
Smithfield Trust Co 0.00% No change 375 $39K
Caldwell Sutter Capital, Inc. 0.02% No change 365 $38K
Bell Investment Advisors, Inc 0.01% No change 356 $37K
Stuart Chaussee & Associates, Inc. 0.01% No change 340 $35K
Benjamin Edwards Inc. 0.01% New 344 $35K
CVA Family Office, LLC 0.01% No change 330 $34K
Smartleaf Asset Management LLC 0.01% Add +128.5% 329 $34K
Trust Co. of Vermont 0.00% Add +53.7% 315 $32K
Providence Capital Advisors, LLC 0.01% No change 312 $32K
Barrett & Company, Inc. 0.01% No change 293 $30K
Leonteq Securities AG 0.00% Reduce -19.5% 276 $28K
Whittier Trust Co. of Nevada Inc. 0.00% No change 269 $28K
New Covenant Trust Company, N.A. 0.03% — 253 $26K
Norwood Financial Corp 0.04% Reduce -16.7% 250 $26K
West Financial Advisors, LLC 0.01% No change 247 $25K
Pingora Partners LLC 0.02% New 244 $25K
Oakworth Capital, Inc. 0.00% No change 240 $25K
GoalVest Advisory LLC 0.01% Reduce -22.9% 235 $24K
Farmers & Merchants Investments Inc. 0.00% No change 225 $23K
REAP Financial Group, LLC 0.01% Add +9.4% 220 $23K
Tradewinds Capital Management, LLC 0.01% No change 220 $23K
Brown Brothers Harriman & Co. 0.00% No change 219 $23K
Frazier Financial Advisors, LLC 0.02% Add +100.0% 212 $22K
Riverview Trust Co 0.02% New 204 $21K
Quarry LP 0.01% Reduce -44.4% 203 $21K
Mendota Financial Group, LLC 0.01% No change 200 $21K
Sittner & Nelson, LLC 0.01% No change 200 $21K
M&R Capital Management Inc. 0.01% No change 200 $21K
Headlands Technologies LLC 0.00% Reduce -97.5% 192 $20K
Plante Moran Financial Advisors, LLC 0.00% No change 188 $19K
Sound Income Strategies, LLC 0.00% No change 188 $19K
Valued Wealth Advisors LLC 0.01% Add +323.3% 182 $19K
Pathway Financial Advisers, LLC 0.01% No change 166 $17K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% No change 170 $17K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 159 $16K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +5.4% 156 $16K
Foster Dykema Cabot & Partners, LLC 0.00% No change 150 $16K
Archer Investment Corp 0.00% No change 150 $15K
West Paces Advisors Inc. 0.00% Reduce -3.3% 149 $15K
Cyrus J. Lawrence, LLC 0.00% — 150 $15K
Carolinas Wealth Consulting LLC 0.00% Add +13.4% 144 $15K
Cape Investment Advisory, Inc. 0.01% Reduce -65.2% 130 $13K
GW&K Investment Management, LLC 0.00% Reduce -5.2% 128 $13K
Atlas Capital Advisors Inc. 0.00% No change 116 $12K
Chelsea Counsel Co. 0.01% New 115 $12K
FSC Wealth Advisors, LLC 0.01% New 113 $12K
Park Place Capital Corp 0.00% Add +370.8% 113 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 111 $11K
Carmichael Hill & Associates, Inc. 0.00% No change 107 $11K
WR Wealth Planners, LLC 0.00% New 107 $11K
CoreFirst Bank & Trust 0.01% No change 100 $10K
RFP Financial Group LLC 0.00% Reduce -1.0% 97 $10K
WealthCollab, LLC 0.01% No change 95 $10K
Private Wealth Management Group, LLC 0.00% No change 87 $9K
Sachetta, LLC 0.00% No change 110 $9K
American National Bank & Trust 0.00% No change 85 $9K
Washington Trust Advisors, Inc. 0.00% Reduce -14.9% 80 $8K
Aspect Partners, LLC 0.01% No change 78 $8K
Coston, McIsaac & Partners 0.00% No change 82 $8K
Raffa Wealth Management, LLC 0.00% No change 77 $8K
Glen Eagle Advisors, LLC 0.00% No change 74 $8K
Abich Financial Wealth Management LLC 0.01% New 71 $7K
PFS Partners, LLC 0.00% No change 68 $7K
Abound Wealth Management 0.00% Add +10.3% 64 $7K
Frank, Rimerman Advisors LLC 0.00% New 64 $7K
Fortitude Family Office, LLC 0.00% Add +21.6% 62 $6K
FWL Investment Management, LLC 0.00% New 60 $6K
Venturi Wealth Management, LLC 0.00% Add +7.4% 58 $6K
Estabrook Capital Management 0.00% No change 56 $6K
Versant Capital Management, Inc 0.00% No change 54 $6K
SJS Investment Consulting Inc. 0.00% No change 54 $6K
Key Financial Inc 0.00% No change 49 $5K
Vima LLC 0.01% No change 70 $5K
Gen-Wealth Partners Inc 0.00% — 45 $5K
Acima Private Wealth, LLC 0.00% No change 42 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $4K
Capital Advisors, Ltd. LLC 0.00% Add +34.6% 35 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 37 $4K
SOA Wealth Advisors, LLC. 0.00% No change 37 $4K
Balefire, LLC 0.00% No change 32 $3K
Salem Investment Counselors Inc. 0.00% New 31 $3K
Avion Wealth 0.00% Reduce -7.1% 26 $3K
Valley National Advisers Inc. 0.00% Add +20.0% 30 $3K
Financial Management Professionals, Inc. 0.00% No change 27 $3K
JNBA Financial Advisors 0.00% No change 29 $3K
Westend Capital Management, LLC 0.00% — 29 $3K
Harbor Investment Advisory, LLC 0.00% Reduce -30.9% 29 $3K
Arax Advisory Partners 0.00% No change 29 $3K
Concord Wealth Partners 0.00% No change 26 $3K
Bogart Wealth, LLC 0.00% New 26 $3K
Dunhill Financial, LLC 0.00% Add +18.2% 26 $3K
Rakuten Securities, Inc. 0.00% New 25 $3K
LRI Investments, LLC 0.00% — 22 $2K
TFC Financial Management, Inc. 0.00% Add +5.3% 20 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 18 $2K
Colonial Trust Co / SC 0.00% No change 16 $2K
Chilton Capital Management LLC 0.00% Reduce -96.0% 14 $1K
Iron Horse Wealth Management, LLC 0.00% No change 12 $1K
Creekmur Asset Management LLC 0.00% New 10 $1K
ESL Trust Services, LLC 0.00% New 10 $1K
AlphaQuest LLC 0.00% Reduce -99.9% 10 $1K
Jamison Private Wealth Management, Inc. 0.00% New 10 $1K
TFO Wealth Partners, LLC 0.00% No change 9 $927
AllSquare Wealth Management LLC 0.00% No change 8 $824
Tortoise Investment Management, LLC 0.00% No change 8 $824
Wolff Wiese Magana LLC 0.00% No change 5 $516
Nvwm, LLC 0.00% New 5 $515
Financial Synergies Wealth Advisors, Inc. 0.00% No change 4 $413
Colonial Trust Advisors 0.00% No change 4 $412
Riggs Asset Managment Co. Inc. 0.00% New 3 $310
Tucker Asset Management LLC 0.00% No change 3 $309
Castleview Partners, LLC 0.00% No change 2 $206
WestEnd Advisors, LLC 0.00% New 1 $103
Cassady Schiller Wealth Management, LLC 0.00% New 1 $103
Kiely Wealth Advisory Group, Inc. 0.00% No change 1 $96
Summit Securities Group LLC 0.00% New 2 $0

"% of holder's portfolio" is HIG's weight in each manager's 13F, not the share of Hartford Insurance Group Inc. the manager owns.