The HersheyHSY

13F holders, Q1 2024 (March 31)
1,359holders
10famous investors
$194.13avg. 13F price*

At the end of Q1 2024, 1,359 institutions reported holding The Hershey Co. (HSY) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock Inc. ($2.7B) and State Street Corp. ($1.3B). 10 famous investors held it, including Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
The Hershey Co.
Sector
Consumer Staples
CUSIP
427866108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions145$435.9M
Exits131$395.7M

Ownership 1,359 holders

Vanguard Group Inc. 0.07% Add +14.2% 17,341,721 $3.4B
BlackRock Inc. 0.06% Reduce -6.6% 14,010,158 $2.7B
State Street Corp. 0.06% Reduce -3.5% 6,926,711 $1.3B
Charles Schwab Investment Management Inc. 0.19% Add +441.9% 4,214,387 $819.7M
Geode Capital Management, LLC 0.06% Add +4.8% 3,196,426 $620.0M
JPMorgan Chase & Co. 0.05% Reduce -18.7% 3,163,365 $615.3M
Morgan Stanley 0.04% Reduce -16.8% 2,451,747 $476.9M
Nordea Investment Management AB 0.53% Reduce -2.6% 2,294,349 $451.1M
Bank of America Corp. 0.04% Add +67.6% 2,085,275 $405.6M
Hershey Trust Co. 3.64% No change 2,066,119 $401.9M
Norges Bank 0.05% Reduce -6.0% 1,761,973 $342.7M
Northern Trust Corp. 0.05% Reduce -11.1% 1,566,710 $304.7M
Janus Henderson Group PLC 0.16% Add +6.5% 1,487,565 $289.3M
Invesco Ltd. 0.06% Add +1.0% 1,445,819 $281.2M
Legal & General Group Plc 0.07% Reduce -2.5% 1,268,030 $246.6M
Bank of New York Mellon Corp 0.04% Reduce -3.0% 1,187,044 $230.9M
Two Sigma Advisers, LP 0.52% Reduce -4.8% 1,154,500 $224.6M
Truist Financial Corp. 0.33% Add +1917.9% 1,122,960 $218.4M
Amundi 0.09% Reduce -36.0% 1,163,055 $215.0M
FMR LLC 0.01% Reduce -28.7% 1,017,659 $197.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -1.8% 957,982 $186.3M
Qube Research & Technologies Ltd 0.34% Reduce -36.2% 957,538 $186.2M
Renaissance Technologies 0.27% Reduce -53.2% 899,205 $174.9M
California Public Employees Retirement System 0.12% Reduce -2.3% 888,679 $172.8M
Stifel Financial Corp. 0.19% Add +15.2% 861,789 $167.6M
Two Sigma Investments, LP 0.42% Reduce -24.2% 857,570 $166.8M
Barclays PLC 0.07% Reduce -10.6% 806,534 $156.9M
Dimensional Fund Advisors LP 0.04% Add +4.3% 761,597 $148.1M
American Century Companies Inc. 0.09% Add +5.3% 727,128 $141.4M
Envestnet Asset Management Inc. 0.05% Add +313.9% 635,913 $123.7M
Vontobel Asset Management Inc. 0.59% Reduce -33.2% 522,196 $106.4M
Acadian Asset Management LLC 0.36% Reduce -5.3% 524,995 $102.1M
Deutsche Bank AG 0.05% Reduce -5.9% 524,052 $101.9M
Wells Fargo & Company 0.03% Add +71.8% 508,669 $98.9M
UBS Group AG 0.03% Reduce -3.8% 496,565 $96.6M
Bank of Montreal 0.03% Reduce -1.1% 475,705 $94.1M
Royal Bank of Canada 0.02% Add +16.7% 479,599 $93.3M
Goldman Sachs Group Inc. 0.02% Reduce -27.3% 460,751 $89.6M
Credit Suisse AG/ 0.08% Add +60.2% 454,006 $88.3M
Swiss National Bank 0.06% Reduce -4.2% 448,900 $87.3M
APG Asset Management N.V. 0.15% Add +3.3% 482,065 $86.8M
PNC Financial Services Group, Inc. 0.06% Add +4.7% 446,060 $86.8M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -3.4% 443,517 $86.3M
Citadel Advisors 0.08% Add +44.0% 423,315 $82.3M
Nuveen Asset Management, LLC 0.02% Add +1.2% 422,233 $82.1M
Principal Financial Group Inc. 0.05% Add +98.4% 419,947 $81.7M
National Pension Service 0.10% Add +5.2% 413,741 $80.5M
HSBC Holdings PLC 0.06% Add +21.6% 409,114 $79.6M
Mitsubishi UFJ Trust & Banking Corp 0.18% Add +5.8% 407,047 $79.2M
US Bancorp \de 0.11% Add +1.4% 403,377 $78.5M
Mawer Investment Management Ltd. 0.35% Add +48.9% 390,399 $75.9M
First Trust Advisors LP 0.07% Reduce -15.2% 368,646 $71.7M
Alliancebernstein L.P. 0.03% Add +62.7% 368,556 $71.7M
Westwood Holdings Group Inc. 0.56% Add +1.4% 365,762 $71.1M
Regions Financial Corp. 0.54% Add +18.7% 363,222 $70.6M
BNP Paribas Financial Markets 0.09% Reduce -17.6% 361,044 $70.2M
Rhumbline Advisers 0.07% Add +2.1% 355,418 $69.1M
TD Asset Management Inc 0.06% Reduce -1.8% 351,677 $68.4M
AQR Capital Management 0.11% Reduce -12.8% 334,015 $65.0M
Alyeska Investment Group, L.P. 0.39% New 319,446 $62.1M
Woodley Farra Manion Portfolio Management Inc. 3.29% New 307,702 $59.8M
Canada Pension Plan Investment Board 0.06% Add +4.2% 294,310 $57.2M
LPL Financial LLC 0.03% Add +22.3% 291,434 $56.7M
Storebrand Asset Management As 0.19% Reduce -13.7% 290,416 $56.5M
Ameriprise Financial Inc. 0.02% Reduce -72.2% 287,575 $56.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Reduce -37.1% 268,009 $52.1M
T. Rowe Price Associates Inc. 0.01% Reduce -9.8% 267,259 $52.0M
Boston Trust Walden Corp 0.37% Add +150.4% 265,175 $51.6M
New York State Common Retirement Fund 0.07% Reduce -3.4% 265,016 $51.5M
Anchor Capital Advisors LLC 1.34% Add +23.1% 263,715 $51.3M
California State Teachers Retirement System 0.06% Add +2.5% 263,154 $51.2M
Aquatic Capital Management LLC 1.62% Reduce -10.4% 255,400 $49.7M
Raymond James & Associates 0.03% Add +147.8% 253,536 $49.3M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -36.4% 252,767 $49.2M
Connor, Clark & Lunn Investment Management Ltd. 0.21% Reduce -2.0% 248,230 $48.3M
Korea Investment CORP 0.12% Reduce -5.3% 239,046 $46.5M
Jane Street Group, LLC 0.06% Add +20.4% 237,962 $46.3M
Railway Pension Investments Ltd 0.43% Reduce -9.1% 226,663 $44.1M
CANADA LIFE ASSURANCE Co 0.09% Reduce -15.6% 225,139 $43.8M
State Board of Administration of Florida Retirement System 0.10% Add +7.8% 165,267 $42.0M
Russell Investments Group, Ltd. 0.07% Add +13.8% 213,436 $41.5M
Johnson Investment Counsel Inc. 0.43% Add +1011.6% 202,886 $39.5M
Bessemer Group Inc. 0.07% Reduce -8.3% 202,163 $39.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +22.4% 189,936 $36.9M
Marshall Wace, LLP 0.06% Add +52.8% 182,967 $35.6M
Confluence Investment Management LLC 0.47% Add +9.5% 180,412 $35.1M
Ensign Peak Advisors, Inc 0.06% Reduce -56.2% 179,773 $35.0M
Schroder Investment Management Group 0.04% Reduce -60.8% 171,502 $33.4M
Jennison Associates LLC 0.02% Add +20.1% 167,932 $32.7M
Citigroup Inc. 0.03% Reduce -30.8% 159,364 $31.0M
Assenagon Asset Management S.A. 0.08% Add +54.6% 159,286 $31.0M
Formuepleje A/S 1.72% Add +131.9% 156,378 $30.4M
D. E. Shaw & Co. 0.04% Reduce -35.1% 155,372 $30.2M
Retirement Systems of Alabama 0.12% Add +0.0% 154,582 $30.1M
Van Hulzen Asset Management, LLC 1.97% Add +52.9% 153,383 $29.8M
Rheos Capital Works Inc. 1.42% No change 152,900 $29.7M
Adage Capital Partners Gp, L.L.C. 0.05% Add +12.6% 146,985 $28.6M
Baillie Gifford & Co. 0.02% Add +56.0% 144,003 $28.0M
Pinebridge Investments, L.P. 0.22% Reduce -5.3% 143,532 $27.9M
Deprince Race & Zollo Inc. 0.60% Add +3.9% 142,731 $27.8M
Zacks Investment Management 0.30% Add +9.6% 142,682 $27.8M
Davis R M Inc. 0.56% Add +2.6% 137,673 $26.8M
New York State Teachers Retirement System 0.06% Reduce -6.0% 136,983 $26.6M
Susquehanna Fundamental Investments, LLC 1.24% New 136,580 $26.6M
Swedbank AB 0.04% Reduce -0.4% 131,559 $25.6M
Check Capital Management Inc. 1.83% New 128,588 $25.0M
Skandinaviska Enskilda Banken AB (publ) 0.12% Reduce -58.0% 126,811 $24.6M
Troy Asset Management Ltd 0.74% Add +3.0% 126,170 $24.5M
Bahl & Gaynor LLC 0.13% Add +7.5% 119,576 $23.3M
Janney Montgomery Scott LLC 0.07% Add +12.8% 117,014 $22.8M
Wilmington Savings Fund Society, FSB 0.87% — 116,220 $22.6M
Mairs & Power Inc. 0.21% Add +16.8% 113,584 $22.1M
Smith Chas P & Associates Pa Cpas 1.26% New 107,357 $20.9M
Verition Fund Management LLC 0.22% Add +901.9% 104,550 $20.3M
Prudential PLC 0.17% Add +3.0% 103,082 $20.0M
Heartland Advisors Inc. 1.05% New 102,951 $20.0M
Prudential Financial Inc. 0.03% Reduce -3.8% 101,562 $19.8M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +119.8% 91,766 $19.6M
Asset Management One Co., Ltd. 0.08% Reduce -6.4% 100,594 $19.6M
Guggenheim Capital LLC 0.14% Add +14.9% 100,540 $19.6M
Manufacturers Life Insurance Company, The 0.02% Reduce -7.2% 99,617 $19.4M
Franklin Resources Inc. 0.01% Add +1.9% 96,251 $18.7M
Victory Capital Management Inc. 0.02% Reduce -21.1% 95,663 $18.6M
Danske Bank A/S 0.06% — 95,507 $18.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +128.3% 93,614 $18.2M
Treasurer of the State of North Carolina 0.08% Add +3.1% 92,622 $18.0M
State of Wisconsin Investment Board 0.05% Add +16.7% 91,318 $17.8M
Burney Co./ 0.68% Add +568.7% 91,107 $17.7M
Royal London Asset Management Ltd. 0.04% Reduce -1.1% 90,145 $17.5M
Toronto Dominion Bank 0.03% Reduce -5.6% 90,070 $17.5M
Balyasny Asset Management L.P. 0.05% Add +1927.3% 89,463 $17.4M
Howard Capital Management Group, LLC 1.33% Add +2.5% 88,864 $17.3M
State of Tennessee, Department of Treasury 0.06% Add +1.8% 88,863 $17.3M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -1.1% 88,359 $17.2M
Vestcor Inc 0.59% Reduce -1.1% 88,346 $17.2M
Bridgewater Associates 0.09% Reduce -61.3% 86,953 $16.9M
Natixis Advisors, LLC 0.04% Add +114.5% 86,802 $16.9M
Moran Wealth Management, LLC 0.55% Reduce -0.2% 86,687 $16.9M
Squarepoint Ops LLC 0.07% Reduce -45.0% 85,899 $16.7M
Commonwealth Equity Services, LLC 0.03% Add +20.0% 85,612 $16.7M
Willis Investment Counsel 1.14% New 85,286 $16.6M
Summit Global Investments 1.22% Reduce -30.6% 84,566 $16.4M
State of New Jersey Common Pension Fund D 0.05% No change 83,242 $16.2M
Twin Tree Management, LP 0.36% New 82,351 $16.0M
Vident Advisory, LLC 0.33% Add +3756.2% 81,212 $15.8M
Cambridge Investment Research Advisors, Inc. 0.06% Add +3.0% 80,792 $15.7M
HighTower Advisors, LLC 0.03% Reduce -26.2% 80,599 $15.7M
Mackenzie Financial Corp. 0.02% Reduce -29.7% 79,708 $15.5M
Benjamin F. Edwards & Company, Inc. 0.28% Add +129.1% 79,302 $15.4M
Allianz Asset Management GmbH 0.03% Reduce -6.7% 78,847 $15.3M
Cetera Investment Advisers 0.04% Add +457.7% 78,775 $15.3M
DekaBank Deutsche Girozentrale 0.03% Reduce -72.3% 77,483 $15.1M
Resona Asset Management Co.,Ltd. 0.09% — 76,041 $14.8M
Handelsbanken Fonder AB 0.06% Reduce -10.9% 74,109 $14.4M
Pictet Asset Management Holding SA 0.02% Add +4.8% 73,948 $14.4M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -13.7% 73,415 $14.3M
KBC Group NV 0.04% Reduce -32.4% 71,054 $13.8M
Public Employees Retirement System of Ohio 0.05% Reduce -7.9% 70,495 $13.7M
Mariner, LLC 0.03% Reduce -41.8% 70,048 $13.6M
Nomura Asset Management Co. Ltd. 0.05% Reduce -2.4% 69,670 $13.6M
Campbell Newman Asset Management Inc. 1.10% Add +4.5% 69,536 $13.5M
Daiichi Life Insurance Co., Ltd. 0.29% Reduce -23.1% 66,877 $13.0M
Bank of Nova Scotia 0.03% Reduce -29.2% 66,551 $12.9M
National Bank of Canada 0.02% Reduce -34.9% 61,457 $12.6M
Aberdeen Group plc 0.02% Add +0.3% 63,651 $12.4M
Tobam 1.10% Reduce -37.9% 63,285 $12.3M
Oppenheimer & Co. Inc. 0.20% Add +131.7% 63,263 $12.3M
CapWealth Advisors, LLC 1.38% Add +0.6% 63,178 $12.3M
Varma Mutual Pension Insurance Co 0.10% Add +150.8% 61,700 $12.0M
LVM Capital Management Ltd. 1.41% Add +0.9% 61,583 $12.0M
Fifth Third Bancorp 0.05% Reduce -7.0% 60,831 $11.8M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -12.8% 60,569 $11.8M
Crestline Management, L.P. 1.09% New 59,126 $11.5M
Richard C. Young & CO., LTD. 1.44% Reduce -0.0% 58,872 $11.5M
Hook Mill Capital Partners, LP 2.48% New 58,655 $11.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Reduce -0.8% 58,519 $11.4M
Banco Santander, S.A. 0.14% Add +7.1% 57,588 $11.2M
USS Investment Management Ltd 0.09% Add +13.3% 57,408 $11.2M
Scout Investments, Inc. 0.27% Add +75.0% 56,239 $11.2M
Iron Gate Global Advisors LLC 2.01% New 56,509 $11.1M
DRH Investments, Inc. 10.84% Reduce -7.4% 56,958 $11.1M
Teacher Retirement System of Texas 0.07% Reduce -25.7% 55,954 $10.9M
Madison Asset Management, LLC 0.13% Add +89.6% 55,843 $10.9M
CIBC Asset Management Inc 0.04% Add +57.8% 55,719 $10.8M
Creative Planning 0.01% Add +5.6% 55,648 $10.8M
Sei Investments Co. 0.02% Add +2.2% 54,540 $10.6M
Susquehanna International Group, LLP 0.02% Reduce -49.4% 53,859 $10.5M
Osaic Holdings, Inc. 0.02% Reduce -28.6% 53,510 $10.4M
Savoir Faire Capital Management, L.P. 4.78% Add +23.4% 53,325 $10.4M
Logan Capital Management Inc. 0.44% Reduce -0.0% 52,300 $10.2M
Martingale Asset Management L P 0.20% Reduce -46.7% 52,275 $10.2M
Voya Investment Management LLC 0.01% Reduce -4.8% 51,980 $10.1M
Kingdon Capital Management, L.L.C. 1.33% New 51,800 $10.1M
Capital Investment Advisors, LLC 0.23% Add +2066.6% 50,979 $9.9M
Man Group plc 0.03% Reduce -69.4% 50,899 $9.9M
Miramar Capital, LLC 2.50% New 49,953 $9.9M
CORDA Investment Management, LLC. 0.79% Add +1.0% 50,851 $9.9M
Verity & Verity, LLC 1.10% New 50,592 $9.8M
Baird Financial Group, Inc. 0.02% Add +2.7% 50,584 $9.8M
Independent Advisor Alliance 0.35% Reduce -5.5% 50,237 $9.8M
Lawson Kroeker Investment Management Inc. 1.85% Add +1.3% 50,153 $9.8M
Worldquant Millennium Advisors LLC 0.12% Reduce -81.4% 50,012 $9.7M
Comerica Bank 0.04% Add +3.4% 49,456 $9.6M
Engineers Gate Manager LP 0.25% Add +117.9% 49,435 $9.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +62.3% 49,407 $9.6M
DAVENPORT & Co LLC 0.06% Add +295.5% 48,542 $9.4M
West Coast Financial LLC 1.10% Add +0.9% 46,802 $9.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -49.4% 46,433 $9.0M
State of Alaska, Department of Revenue 0.10% Reduce -5.9% 46,369 $9.0M
Congress Asset Management Co. 0.06% Add +0.8% 45,653 $8.9M
Hendley & Co. Inc. 3.14% Add +0.4% 45,094 $8.8M
Illinois Municipal Retirement Fund 0.13% Add +12.7% 45,037 $8.8M
State of Michigan Retirement System 0.05% No change 43,334 $8.4M
AXA S.A. 0.03% Add +27.3% 43,013 $8.4M
Arizona State Retirement System 0.06% Add +2.0% 43,012 $8.4M
Beese Fulmer Investment Management, Inc. 0.75% Reduce -2.7% 41,095 $8.0M
Cibc World Markets Corp. 0.05% Add +111.7% 40,843 $7.9M
GTS Securities LLC 0.21% Reduce -3.9% 40,445 $7.9M
Motco 0.47% Add +12.1% 40,136 $7.8M
Nisa Investment Advisors, LLC 0.05% Reduce -3.1% 39,954 $7.8M
Cibc World Market Inc. 0.02% Add +75.6% 39,951 $7.8M
W.G. Shaheen & Associates DBA Whitney & Co 0.92% Add +37.5% 39,854 $7.8M
Forsta Ap-Fonden 0.07% Add +9.6% 39,800 $7.7M
MetLife Investment Management, LLC 0.05% Reduce -3.1% 39,692 $7.7M
Executive Wealth Management, LLC 0.67% New 38,641 $7.7M
Millennium Management 0.01% Reduce -94.4% 39,311 $7.6M
Dean Investment Associates, LLC 1.05% Add +45.7% 39,225 $7.6M
SevenBridge Financial Group, LLC 1.70% Add +5.1% 37,940 $7.5M
Cerity Partners LLC 0.02% Add +83.7% 38,732 $7.5M
American International Group, Inc. 0.03% Reduce -0.6% 38,516 $7.5M
Westfield Capital Management Co. LP 0.04% Add +24.4% 38,215 $7.4M
MAI Capital Management 0.08% Add +905.6% 38,202 $7.4M
Fulcrum Capital LLC 1.75% Add +1.6% 37,901 $7.4M
Caisse de depot et placement du Quebec 0.02% Reduce -74.2% 37,889 $7.4M
STRS Ohio 0.03% Reduce -23.6% 37,728 $7.3M
Empowered Funds, LLC 0.13% Add +100.1% 36,101 $7.0M
Corient Private Wealth LP 0.01% Add +2.4% 35,545 $6.9M
Quinn Opportunity Partners LLC 0.78% Reduce -58.7% 35,321 $6.9M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -20.2% 35,300 $6.9M
Federated Hermes, Inc. 0.02% Reduce -86.3% 34,233 $6.7M
Federation des caisses Desjardins du Quebec 0.05% Add +14.9% 33,982 $6.6M
Private Advisor Group, LLC 0.05% Add +6.1% 19,179 $6.5M
Providence Capital Advisors, LLC 1.42% Add +42.7% 33,420 $6.5M
Dearborn Partners LLC 0.28% Add +153.4% 33,335 $6.5M
Townsquare Capital LLC 0.09% Add +2919.1% 33,240 $6.5M
Covington Investment Advisors Inc. 1.05% Add +36.9% 33,147 $6.4M
Tikehau Investment Management 5.19% Reduce -3.1% 32,911 $6.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.3% 32,904 $6.4M
Dakota Wealth Management 0.16% Add +108.9% 32,833 $6.4M
Atria Investments, Inc 0.09% Add +30.5% 32,581 $6.3M
M&T Bank Corp 0.02% Add +15.9% 32,444 $6.3M
Amalgamated Bank 0.05% Reduce -12.8% 32,157 $6.3M
Great Valley Advisor Group, Inc. 0.19% Add +446.7% 31,924 $6.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.19% Add +8.3% 31,898 $6.2M
Bancreek Capital Management, LP 4.62% Add +1.4% 31,891 $6.2M
SYSTM Wealth Solutions LLC 0.78% New 31,844 $6.2M
Fruth Investment Management 1.58% Add +0.3% 31,232 $6.1M
Blair William & Co. 0.02% Reduce -2.2% 31,185 $6.1M
Monte Financial Group, LLC 2.65% Add +94.3% 31,152 $6.1M
Texas Permanent School Fund Corp. 0.05% Add +0.1% 30,986 $6.0M
Birmingham Capital Management Co. Inc. 2.20% Reduce -1.4% 30,789 $6.0M
Citizens Financial Group Inc. 0.20% Reduce -9.5% 30,785 $6.0M
Xponance LLC 0.06% Add +0.5% 30,447 $5.9M
Vontobel Holding Ltd. 0.05% Add +29.7% 30,353 $5.9M
Longbow Finance SA 0.59% Reduce -8.9% 30,153 $5.9M
IFM Investors Pty Ltd 0.06% No change 30,088 $5.9M
Wilkins Investment Counsel Inc. 0.85% Add +15.4% 30,005 $5.8M
Employees Provident Fund Board 0.10% No change 30,000 $5.8M
Brown Advisory Inc. 0.01% Reduce -8.4% 29,966 $5.8M
Oak Harvest Investment Services 0.97% New 29,929 $5.8M
Greystone Financial Group, LLC 1.16% Add +1074.3% 29,815 $5.8M
AdvisorShares Investments LLC 1.06% Add +58.1% 29,598 $5.8M
DNB Asset Management AS 0.03% Reduce -13.8% 29,391 $5.7M
Prentiss Smith & Co. Inc. 3.96% Reduce -2.2% 28,945 $5.6M
Second Half Financial Partners, LLC 2.50% New 28,856 $5.6M
Colonial Trust Advisors 0.55% Add +3.0% 28,703 $5.6M
Van Eck Associates Corp. 0.01% Add +11.8% 28,392 $5.5M
Appleton Partners Inc. 0.42% Reduce -5.3% 28,019 $5.5M
Benedict Financial Advisors Inc. 1.36% Add +2.3% 27,536 $5.4M
Glenmede Trust Co. NA 0.03% Reduce -0.4% 27,521 $5.4M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -2.2% 27,413 $5.3M
Scotia Capital Inc. 0.03% Add +162.8% 27,158 $5.3M
Susquehanna Portfolio Strategies, LLC 0.12% Reduce -15.5% 27,122 $5.3M
Portland Global Advisors LLC 0.72% Add +11.1% 27,002 $5.3M
American Trust Investment Advisors, LLC 2.50% Add +1.4% 26,991 $5.2M
Stansberry Asset Management, LLC 0.74% Add +6.8% 26,696 $5.2M
Heritage Investors Management Corp. 0.18% Reduce -1.4% 26,375 $5.1M
Czech National Bank 0.07% Add +0.5% 26,372 $5.1M
Pacer Advisors, Inc. 0.01% Reduce -8.3% 26,183 $5.1M
Hudson Edge Investment Partners Inc. 0.99% Add +39.2% 26,147 $5.1M
Terril Brothers, Inc. 1.75% Add +9.9% 26,086 $5.1M
Utah Retirement Systems 0.06% No change 25,994 $5.1M
JLB & Associates Inc. 0.65% Add +52.9% 25,222 $4.9M
Intech Investment Management LLC 0.07% Reduce -26.6% 25,149 $4.9M
Central Bank & Trust Co. 0.70% Reduce -9.0% 25,107 $4.9M
Jefferies Financial Group Inc. 0.11% Reduce -72.9% 25,000 $4.9M
Bradley Foster & Sargent Inc. 0.09% Reduce -22.9% 24,984 $4.9M
InterOcean Capital Group, LLC 0.12% Add +52.2% 24,954 $4.9M
Glassy Mountain Advisors, Inc. 1.83% New 24,953 $4.9M
American Trust 0.40% Add +34.6% 24,651 $4.8M
Yousif Capital Management, LLC 0.05% Reduce -3.0% 24,472 $4.8M
ProShare Advisors LLC 0.01% Reduce -2.0% 24,462 $4.8M
First Fiduciary Investment Counsel, Inc. 0.97% Reduce -0.8% 24,145 $4.7M
Rodgers Brothers Inc. 0.64% Add +0.4% 23,929 $4.7M
Equitable Holdings, Inc. 0.05% Add +0.6% 23,920 $4.7M
Fiduciary Trust Co 0.07% Add +10.0% 23,919 $4.7M
Martin Capital Partners, LLC 1.75% New 23,510 $4.6M
Venture Visionary Partners LLC 0.21% Add +68.6% 23,078 $4.5M
Easterly Investment Partners LLC 0.34% New 23,049 $4.5M
Atria Wealth Solutions, Inc. 0.05% Add +10.7% 23,005 $4.5M
New York Life Investment Management LLC 0.04% Reduce -3.4% 22,663 $4.4M
MML Investors Services, LLC 0.02% Add +7.0% 22,651 $4.4M
Snowden Capital Advisors LLC 0.14% Add +248.3% 22,572 $4.4M
Chilton Investment Co. Inc. 0.12% Reduce -73.1% 22,524 $4.4M
Mengis Capital Management, Inc. 0.68% Reduce -3.5% 22,430 $4.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +6.2% 22,425 $4.4M
Panagora Asset Management Inc. 0.02% Reduce -37.7% 22,079 $4.3M
SG Americas Securities, LLC 0.02% Add +239.2% 22,035 $4.3M
Yacktman Asset Management 0.04% Add +115.2% 21,950 $4.3M
Peapack Gladstone Financial Corp. 0.07% Add +0.8% 21,938 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +44.8% 21,943 $4.3M
Public Employees Retirement Association of Colorado 0.02% Reduce -2.2% 21,129 $4.1M
Ancora Advisors LLC 0.09% Add +5086.9% 21,059 $4.1M
Hussman Strategic Advisors, Inc. 0.95% Add +42.9% 21,000 $4.1M
Fragasso Financial Advisors Inc 0.34% Add +7.6% 20,938 $4.1M
CIBC Private Wealth Group LLC 0.01% Reduce -0.2% 20,527 $4.1M
Donaldson Capital Management, LLC 0.17% Add +13.7% 20,831 $4.1M
Advisors Asset Management, Inc. 0.08% Add +18.4% 20,822 $4.0M
Wealthfront Advisers LLC 0.01% Reduce -14.1% 20,729 $4.0M
DT Investment Partners, LLC 0.41% No change 20,645 $4.0M
ING Groep NV 0.03% Reduce -66.1% 20,539 $4.0M
Aviva PLC 0.01% Reduce -37.0% 20,508 $4.0M
AMG National Trust Bank 0.12% No change 20,434 $4.0M
Mesirow Financial Investment Management, Inc. 0.09% Add +5.1% 20,214 $3.9M
Parallax Volatility Advisers, L.P. 0.13% Reduce -61.3% 20,170 $3.9M
Stratos Wealth Partners, LTD. 0.07% Add +249.8% 20,024 $3.9M
Bright Rock Capital Management, LLC 0.81% No change 20,000 $3.9M
Soltis Investment Advisors LLC 0.43% Add +555.0% 19,861 $3.9M
Douglas Lane & Associates, LLC 0.05% Add +1121.8% 19,794 $3.8M
Kennon-Green & Company, LLC 3.59% Add +30.4% 19,788 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -18.6% 19,631 $3.8M
Pathstone Holdings, LLC 0.02% Reduce -0.6% 19,481 $3.8M
Mercer Global Advisors Inc. 0.01% Reduce -0.7% 19,270 $3.8M
Beacon Pointe Advisors, LLC 0.04% Reduce -11.8% 19,215 $3.7M
Prosperity Consulting Group, LLC 0.47% New 19,095 $3.7M
Evexia Wealth LLC 1.52% Reduce -3.5% 19,920 $3.7M
Ironwood Investment Counsel, LLC 0.64% Add +49.7% 18,721 $3.6M
Coston, McIsaac & Partners 1.17% Add +7.1% 18,704 $3.6M
O'shaughnessy Asset Management, LLC 0.04% Add +1.3% 18,584 $3.6M
Lighthouse Investment Partners, LLC 0.21% New 18,350 $3.6M
D.A. Davidson & Co. 0.03% Add +36.9% 18,243 $3.5M
Occudo Quantitative Strategies LP 0.62% Add +100.8% 18,228 $3.5M
Advisory Services Network, LLC 0.08% Reduce -15.0% 18,143 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +2.9% 18,087 $3.5M
Financial Advisory Partners, LLC 1.36% New 18,031 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +3.8% 17,895 $3.5M
Kestra Advisory Services, LLC 0.02% Reduce -13.6% 17,851 $3.5M
Bokf, NA 0.06% Add +27.1% 17,303 $3.4M
Two Sigma Securities, LLC 0.17% Add +24.3% 17,619 $3.4M
Geneos Wealth Management Inc. 0.16% Add +262.0% 17,555 $3.4M
Turtle Creek Wealth Advisors, LLC 0.83% Add +65.7% 17,444 $3.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -95.3% 17,359 $3.4M
Alaska Permanent Fund Corp 0.05% Add +0.7% 17,294 $3.4M
Culbertson A N & Co. Inc. 0.58% Reduce -0.3% 17,192 $3.3M
Bridgeway Capital Management, LLC 0.07% No change 17,100 $3.3M
Amica Mutual Insurance Co. 0.34% No change 17,075 $3.3M
Cape Cod Five Cents Savings Bank 0.32% Add +7.3% 16,997 $3.3M
Gotham Asset Management 0.05% Reduce -17.8% 16,846 $3.3M
1832 Asset Management L.P. 0.01% Add +3.1% 16,748 $3.3M
Lanark Financial, Inc. 0.30% Add +215.6% 16,636 $3.2M
Mitchell Capital Management Co. 0.61% New 16,215 $3.2M
Andra AP-fonden 0.06% New 16,100 $3.1M
Poehling Capital Management, INC. 0.84% Add +10.3% 16,062 $3.1M
Fluent Financial, LLC 1.72% New 15,996 $3.1M
Value Partners Investments Inc. 0.25% Add +1.0% 15,967 $3.1M
Carret Asset Management, LLC 0.36% No change 15,800 $3.1M
Steward Partners Investment Advisory, LLC 0.03% Add +3.9% 15,753 $3.1M
Pittenger & Anderson Inc. 0.12% Add +4.2% 15,734 $3.1M
Eukles Asset Management 1.32% Add +4.6% 15,624 $3.0M
Daiwa Securities Group Inc. 0.02% Add +2.3% 15,583 $3.0M
Lazard Asset Management LLC 0.00% Reduce -82.8% 15,525 $3.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.3% 15,318 $3.0M
Bridges Investment Management Inc. 0.09% Add +59.8% 15,001 $2.9M
Elevation Point Wealth Partners, LLC 0.22% Add +964.3% 14,974 $2.9M
Bath Savings Trust Co 0.31% Reduce -19.6% 14,955 $2.9M
Hamel Associates, Inc. 0.93% Add +7.9% 14,922 $2.9M
Liberty One Investment Management, LLC 0.33% Add +16.5% 14,891 $2.9M
Landscape Capital Management, L.L.C. 0.25% New 14,887 $2.9M
Summit Place Financial Advisors, LLC 1.69% Add +8.5% 14,811 $2.9M
CENTRAL TRUST Co 0.07% Reduce -3.1% 14,784 $2.9M
Lombard Odier Asset Management (Switzerland) SA 0.20% New 14,718 $2.9M
Strategic Global Advisors, LLC 0.62% Reduce -46.4% 14,655 $2.9M
Axxcess Wealth Management, LLC 0.08% Reduce -22.0% 14,573 $2.8M
Hennessy Advisors Inc. 0.12% New 14,500 $2.8M
Neuberger Berman Group LLC 0.00% Add +140.5% 14,394 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -58.2% 14,212 $2.8M
McRae Capital Management Inc. 0.60% Add +46.0% 14,164 $2.8M
Macquarie Group Ltd. 0.00% Reduce -0.6% 14,094 $2.7M
Chesley Taft & Associates LLC 0.14% Reduce -0.0% 14,079 $2.7M
Azimuth Capital Investment Management LLC 0.11% Add +86.0% 13,855 $2.7M
Achmea Investment Management B.V. 0.05% Reduce -51.5% 13,843 $2.7M
Vanguard Personalized Indexing Management, LLC 0.06% Add +0.9% 13,719 $2.7M
Colonial Trust Co / SC 0.49% Add +27.1% 13,361 $2.6M
Ossiam 0.05% Reduce -25.4% 13,271 $2.6M
Alliance Wealth Advisors, LLC 0.76% New 13,158 $2.6M
Argyle Capital Management, LLC 0.99% Reduce -5.4% 13,098 $2.5M
Suncoast Equity Management 0.30% Add +8.7% 13,047 $2.5M
Swiss Life Asset Management Ltd 0.04% Reduce -46.3% 13,021 $2.5M
Signet Financial Management, LLC 0.35% Add +59.9% 12,960 $2.5M
Oregon Public Employees Retirement Fund 0.05% Reduce -24.7% 12,798 $2.5M
Toth Financial Advisory Corp. 0.31% Reduce -0.2% 12,752 $2.5M
Kestra Private Wealth Services, LLC 0.06% Add +0.3% 12,666 $2.5M
NorthCrest Asset Manangement, LLC 0.08% Add +329.4% 12,560 $2.4M
NewEdge Advisors, LLC 0.02% Reduce -29.8% 12,547 $2.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +9.9% 13,081 $2.4M
Absher Wealth Management, LLC 0.34% Add +9.4% 12,515 $2.4M
Kentucky Farm Bureau Mutual Insurance Co 0.57% No change 12,500 $2.4M
Orion Porfolio Solutions, LLC 0.03% Add +32.4% 12,472 $2.4M
Orion Portfolio Solutions, LLC 0.03% Add +32.4% 12,472 $2.4M
Elo Mutual Pension Insurance Co 0.06% Reduce -5.5% 12,368 $2.4M
Wolverine Trading, LLC 0.02% Reduce -79.1% 12,278 $2.4M
Hohimer Wealth Management, LLC 0.56% Reduce -0.1% 12,275 $2.4M
Next Level Private LLC 1.09% No change 12,251 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.9% 12,183 $2.4M
Candriam S.C.A. 0.02% Add +6.4% 12,160 $2.4M
Van Lanschot Kempen Investment Management N.V. 0.03% Reduce -14.5% 12,158 $2.4M
Gulf International Bank (UK) Ltd 0.06% Add +0.5% 12,148 $2.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.24% No change 12,067 $2.3M
Tidal Investments LLC 0.04% Add +86.7% 11,869 $2.3M
Harel Insurance Investments & Financial Services Ltd. 0.04% Reduce -33.6% 11,600 $2.3M
Wellington Management Group LLP 0.00% Reduce -40.1% 11,525 $2.2M
Siemens Fonds Invest GmbH 0.17% Reduce -0.6% 11,511 $2.2M
Auxier Asset Management LLC 0.34% Add +40.2% 11,510 $2.2M
Arthur M. Cohen & Associates, LLC 0.47% Reduce -21.0% 11,474 $2.2M
Cresset Asset Management, LLC 0.01% Reduce -5.8% 11,451 $2.2M
TrueMark Investments, LLC 2.04% New 11,401 $2.2M
Kentucky Retirement Systems 0.07% Reduce -5.1% 11,383 $2.2M
Rafferty Asset Management, LLC 0.01% Reduce -2.0% 11,383 $2.2M
Virtu Financial LLC 0.17% Reduce -50.5% 11,322 $2.2M
Ostrum Asset Management 0.17% Add +55.4% 11,270 $2.2M
Empire Financial Management Company, LLC 0.72% Add +315.3% 11,239 $2.2M
Stonebridge Capital Advisors LLC 0.20% Add +2.2% 11,164 $2.2M
Oppenheimer Asset Management Inc. 0.03% Add +29.7% 11,119 $2.2M
Silvercrest Asset Management Group LLC 0.01% Add +4.7% 11,118 $2.2M
Captrust Financial Advisors 0.01% Reduce -17.9% 10,982 $2.1M
Jump Financial, LLC 0.06% Reduce -25.6% 10,963 $2.1M
Cornercap Investment Counsel Inc. 0.33% Add +21.4% 10,941 $2.1M
Maryland State Retirement & Pension System 0.04% No change 11,665 $2.1M
Metis Global Partners, LLC 0.08% Add +1.5% 10,910 $2.1M
Prospera Financial Services Inc 0.06% Reduce -0.5% 10,778 $2.1M
ICW Investment Advisors LLC 0.92% Add +3.7% 10,582 $2.1M
Wallace Capital Management Inc. 0.28% Add +2.4% 10,575 $2.1M
Quantinno Capital Management LP 0.04% Reduce -3.1% 10,474 $2.0M
Boothbay Fund Management, LLC 0.06% Add +26.3% 10,446 $2.0M
Greenleaf Trust 0.02% Add +5.0% 10,275 $2.0M
Physicians Financial Services, Inc. 0.70% Reduce -1.2% 10,272 $2.0M
Keybank National Association 0.01% Add +1.8% 10,256 $2.0M
Carnegie Investment Counsel 0.06% Add +125.4% 10,256 $2.0M
Crossmark Global Holdings, Inc. 0.04% Reduce -9.5% 10,248 $2.0M
Moors & Cabot, Inc. 0.11% Add +2.6% 10,188 $2.0M
Wendell David Associates Inc. 0.20% Reduce -1.1% 10,091 $2.0M
Insight Wealth Strategies, LLC 0.29% New 10,075 $2.0M
TD Waterhouse Canada Inc. 0.01% Add +151.2% 9,243 $2.0M
Hennion & Walsh Asset Management, Inc. 0.10% Reduce -24.4% 10,061 $2.0M
Concurrent Investment Advisors, LLC 0.08% Add +4.0% 10,011 $1.9M
Valeo Financial Advisors, LLC 0.07% Add +70.9% 10,317 $1.9M
Leavell Investment Management, Inc. 0.11% Reduce -0.2% 9,817 $1.9M
Aurora Investment Counsel 1.09% Reduce -0.9% 9,742 $1.9M
Weaver C. Barksdale & Associates, Inc. 1.74% New 9,729 $1.9M
Howland Capital Management LLC 0.09% No change 9,723 $1.9M
Smithfield Trust Co 0.10% No change 9,719 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +54.9% 9,715 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -26.2% 9,708 $1.9M
Bowen Hanes & Co. Inc. 0.05% Add +60.3% 9,700 $1.9M
Hartford Investment Management Co. 0.07% Reduce -4.1% 9,677 $1.9M
Mutual Advisors, LLC 0.06% Add +9.1% 9,636 $1.9M
AlphaStar Capital Management, LLC 0.19% Add +4.3% 9,631 $1.9M
Cim, LLC 0.28% Add +0.2% 9,592 $1.9M
Markel Group 0.02% New 9,500 $1.8M
SpiderRock Advisors, LLC 0.06% — 9,264 $1.8M
Buckingham Strategic Wealth, LLC 0.02% Add +18.8% 9,259 $1.8M
Stephens Inc. 0.03% Add +10.2% 9,169 $1.8M
Brookstone Capital Management 0.03% Reduce -41.5% 9,160 $1.8M
Lafayette Investments, Inc. 0.40% Add +0.8% 9,154 $1.8M
Cornerstone Advisors, LLC 0.07% No change 9,100 $1.8M
Centiva Capital, LP 0.11% Add +2.5% 9,052 $1.8M
Mount Lucas Management LP 0.58% Reduce -7.0% 8,949 $1.7M
Castle Rock Wealth Management, LLC 0.47% Add +0.0% 8,861 $1.7M
Cwm, LLC 0.01% Add +1.5% 8,816 $1.7M
Securian Asset Management, Inc. 0.05% Reduce -7.4% 8,766 $1.7M
Shelton Capital Management 0.05% No change 8,741 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -4.4% 8,700 $1.7M
LCNB Corp. 0.61% Add +0.5% 8,658 $1.7M
Westhampton Capital, LLC 0.92% No change 8,657 $1.7M
Credit Agricole S A 0.03% Add +114.7% 9,105 $1.7M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.22% Reduce -1.1% 8,652 $1.7M
Lederer & Associates Investment Counsel 1.16% Add +15.0% 8,588 $1.7M
Ami Investment Management Inc. 0.61% Add +4.7% 8,577 $1.7M
Stock Yards Bank & Trust Co. 0.06% No change 8,574 $1.7M
Trivant Custom Portfolio Group, LLC 1.06% Add +3323.2% 8,558 $1.7M
Hutner Capital Management Inc. 0.89% Add +0.0% 8,478 $1.6M
Roundview Capital LLC 0.13% Add +48.7% 8,448 $1.6M
Merit Financial Group, LLC 0.04% Add +115.0% 8,298 $1.6M
Settian Capital LP 1.21% No change 8,400 $1.6M
Huntington National Bank 0.02% Add +0.3% 8,398 $1.6M
Clearbridge Investments, LLC 0.00% No change 8,310 $1.6M
Modera Wealth Management, LLC 0.02% Reduce -1.0% 8,264 $1.6M
Wescott Financial Advisory Group, LLC 0.20% Add +1.6% 8,172 $1.6M
Intact Investment Management Inc. 0.06% Reduce -50.3% 8,100 $1.6M
Herold Advisors, Inc. 0.38% Add +17.9% 8,075 $1.6M
Inscription Capital, LLC 0.26% Add +1.6% 8,057 $1.6M
Advisors Capital Management, LLC 0.03% New 8,024 $1.6M
J.P. Marvel Investment Advisors, LLC 0.27% No change 8,000 $1.6M
Savant Capital, LLC 0.02% Add +2.6% 7,991 $1.6M
Clearstead Trust, LLC 0.40% Reduce -5.8% 7,955 $1.5M
Apollon Wealth Management, LLC 0.05% Add +3.3% 7,921 $1.5M
Keebeck Wealth Management 0.23% Reduce -2.9% 7,911 $1.5M
Wellington Wealth Strategies, LLC. 0.72% New 7,910 $1.5M
Kingsview Wealth Management, LLC 0.04% Reduce -7.2% 7,900 $1.5M
Commerce Bank 0.01% Reduce -4.9% 7,897 $1.5M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.65% Reduce -4.5% 7,842 $1.5M
Diversified Trust Co. 0.05% Add +332.3% 7,838 $1.5M
Focus Partners Advisor Solutions, LLC 0.04% New 7,782 $1.5M
Hudson Canyon Capital Management 0.96% No change 7,700 $1.5M
Asset Advisors Investment Management, LLC 0.17% Reduce -4.9% 7,700 $1.5M
Plato Investment Management Ltd 0.15% Add +1494.8% 7,623 $1.5M
CX Institutional 0.07% Add +626.1% 7,617 $1.5M
Clear Rock Advisors, LLC 0.64% Add +6.1% 7,588 $1.5M
New Mexico Educational Retirement Board 0.05% Reduce -1.3% 7,578 $1.5M
iA Global Asset Management Inc. 0.03% Reduce -45.3% 7,443 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.2% 7,412 $1.4M
OV Management LLC 1.04% Add +27.6% 7,400 $1.4M
GUNN & Co INVESTMENT MANAGEMENT, INC. 1.07% New 7,329 $1.4M
Bryn Mawr Trust Advisors, LLC 0.08% Add +3404.3% 256,447 $1.4M
Maven Securities LTD 0.08% New 7,298 $1.4M
Rwa Wealth Partners, LLC 0.02% Reduce -4.7% 7,297 $1.4M
Arnhold LLC 0.15% No change 7,279 $1.4M
RKL Wealth Management LLC 0.14% Reduce -0.8% 7,274 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Add +0.4% 7,210 $1.4M
Wealthquest Corp 0.15% Reduce -3.5% 7,201 $1.4M
Burns J W & Co. Inc. 0.19% No change 7,142 $1.4M
Ballentine Partners, LLC 0.03% Add +135.0% 7,134 $1.4M
Ethic Inc. 0.03% Reduce -10.4% 7,084 $1.4M
Griffin Asset Management, Inc. 0.16% Reduce -1.9% 7,062 $1.4M
Groupama Asset Managment 0.03% Reduce -35.1% 4,835 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +0.5% 7,043 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.07% Add +0.9% 7,034 $1.4M
PFG Advisors 0.10% Add +6.1% 7,027 $1.4M
Commonwealth Retirement Investments LLC 0.65% Add +46.0% 6,977 $1.4M
CreativeOne Wealth, LLC 0.05% Add +179.4% 6,958 $1.4M
CoreCap Advisors, LLC 0.07% Reduce -13.7% 6,916 $1.3M
Tiaa Trust, National Association 0.00% Reduce -0.4% 6,915 $1.3M
Allianz SE 0.04% — 6,872 $1.3M
Allegheny Financial Group 0.41% Add +2.1% 6,834 $1.3M
London Co. of Virginia 0.01% No change 6,833 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +90.1% 6,826 $1.3M
Sequoia Financial Advisors, LLC 0.02% Reduce -89.2% 6,801 $1.3M
QRG Capital Management, Inc. 0.02% Reduce -0.1% 6,754 $1.3M
Guardian Asset Advisors, LLC 1.08% Add +16.0% 6,718 $1.3M
Pensionfund Sabic 0.39% No change 6,700 $1.3M
Wedbush Securities Inc. 0.05% Add +10.6% 6,693 $1.3M
Walleye Trading LLC 0.02% Reduce -88.5% 6,691 $1.3M
Econ Financial Services Corp 0.81% Add +299.6% 6,678 $1.3M
Legato Capital Management LLC 0.16% No change 6,661 $1.3M
Financial Counselors Inc. 0.02% Reduce -2.8% 6,632 $1.3M
UniSuper Management Pty Ltd 0.01% Add +354.9% 6,632 $1.3M
Gouws Capital LLC 0.97% Reduce -4.7% 6,600 $1.3M
DoubleLine ETF Adviser LP 0.33% New 6,600 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -62.0% 6,569 $1.3M
Integrated Wealth Concepts LLC 0.02% Reduce -19.0% 6,546 $1.3M
RB Capital Management, LLC 0.36% Add +0.7% 6,539 $1.3M
Allen Investment Management, LLC 0.02% No change 6,520 $1.3M
NFJ Investment Group, LLC 0.03% Reduce -3.4% 6,502 $1.3M
Significant Wealth Partners LLC 0.82% Reduce -27.4% 6,457 $1.3M
Bluespring Wealth Management, LLC 0.14% Add +3.1% 6,346 $1.2M
Hazlett, Burt & Watson, Inc. 0.73% Add +18.6% 6,238 $1.2M
RMR Capital Management, LLC 1.21% New 6,238 $1.2M
Alps Advisors Inc. 0.01% Add +40.9% 6,225 $1.2M
Cabot Wealth Management Inc. 0.16% Add +5.7% 6,213 $1.2M
Smith, Moore & Co. 0.13% Reduce -5.7% 6,197 $1.2M
Transcend Capital Advisors, LLC 0.10% Add +22.0% 6,137 $1.2M
Metropolitan Life Insurance Co 0.05% Reduce -0.9% 6,044 $1.2M
R.H. Dinel Investment Counsel, Inc. 0.75% No change 6,025 $1.2M
Hilltop Holdings Inc. 0.13% Reduce -47.3% 6,021 $1.2M
Axq Capital, LP 0.28% New 6,000 $1.2M
SlateStone Wealth, LLC 0.12% Add +3.5% 5,989 $1.2M
Philadelphia Trust Co. 0.09% No change 5,954 $1.2M
WESPAC Advisors, LLC 0.67% Reduce -0.5% 5,934 $1.2M
Stegent Equity Advisors, Inc. 1.17% Add +44.2% 5,907 $1.1M
Thrive Capital Management, LLC 0.61% New 5,898 $1.1M
Massachusetts Wealth Management 0.80% Add +0.9% 5,842 $1.1M
Harbour Investments, Inc. 0.04% Add +81.9% 5,831 $1.1M
Assetmark, Inc. 0.00% Add +18.8% 5,821 $1.1M
NBT Bank, N.A. 0.08% No change 5,806 $1.1M
Jamison Private Wealth Management, Inc. 0.19% Add +20.1% 5,791 $1.1M
Alberta Investment Management Corp 0.01% Add +90.0% 5,700 $1.1M
Investment Management Corp of Ontario 0.03% Reduce -16.2% 5,680 $1.1M
Exchange Traded Concepts, LLC 0.03% Add +58.9% 5,675 $1.1M
Paloma Partners Management Co 0.23% New 5,652 $1.1M
Wunderlich Capital Managemnt 0.49% Reduce -4.6% 5,640 $1.1M
CI Investments Inc. 0.00% Add +17.2% 5,629 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -68.1% 5,611 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5,600 $1.1M
Lipe & Dalton 0.56% Add +0.0% 5,590 $1.1M
Intelligent Financial Strategies 0.67% Reduce -0.6% 5,552 $1.1M
Woodmont Investment Counsel LLC 0.09% Add +9.4% 5,538 $1.1M
Allworth Financial LP 0.01% Add +104.3% 5,431 $1.1M
First Trust Direct Indexing L.P. 0.08% Add +5.8% 5,425 $1.1M
Private Trust Co. NA 0.11% Add +8.9% 5,403 $1.1M
UMB Bank, n.a. 0.02% No change 5,394 $1.0M
Claro Advisors Inc. 0.18% Add +30.3% 5,389 $1.0M
Atlantic Union Bankshares Corp 0.09% Reduce -9.0% 5,379 $1.0M
Fort Washington Investment Advisors Inc. 0.01% No change 5,379 $1.0M
Van Cleef Asset Management,Inc 0.13% Add +399.7% 5,372 $1.0M
Avantax Advisory Services, Inc. 0.01% Reduce -6.0% 5,369 $1.0M
Haverford Trust Co 0.01% Reduce -73.5% 5,351 $1.0M
Whittier Trust Co. of Nevada Inc. 0.03% No change 5,328 $1.0M
Empirical Finance, LLC 0.06% Add +3.5% 5,303 $1.0M
Advisory Research Inc. 0.20% No change 5,299 $1.0M
Oxler Private Wealth LLC 0.40% New 5,255 $1.0M
Summit Financial Group, Inc. 0.36% Reduce -4.1% 5,225 $1.0M
Farther Finance Advisors, LLC 0.06% Add +91.7% 5,123 $1.0M
Peterson Wealth Management 0.73% New 5,200 $1.0M
Fox Run Management, L.L.C. 0.22% New 5,170 $1.0M
Park Avenue Securities LLC 0.01% Add +18.8% 5,167 $1.0M
Norinchukin Bank, The 0.03% Reduce -1.4% 5,130 $998K
Focus Partners Wealth 0.01% Add +138.7% 5,105 $993K
Cipher Capital LP 0.46% Reduce -47.9% 5,096 $991K
Lindsell Train Ltd 0.02% No change 5,100 $988K
Wealthspire Advisors, LLC 0.01% Reduce -19.7% 5,077 $988K
Aaron Wealth Advisors LLC 0.14% Add +2.0% 5,062 $985K
Aureus Asset Management, LLC 0.07% No change 5,050 $982K
Chilton Capital Management LLC 0.05% No change 5,045 $981K
Avidian Wealth Enterprises, LLC 0.05% Add +49.7% 5,031 $979K
Ieq Capital, LLC 0.01% Add +1.9% 5,028 $978K
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -92.7% 5,016 $976K
JT Stratford LLC 0.19% Add +49.9% 5,000 $973K
Tempus Wealth Planning, LLC 0.43% Add +1.7% 5,000 $972K
Prescott Group Capital Management, L.L.C. 0.16% New 5,000 $972K
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -7.4% 4,946 $962K
Meyer Handelman Co. 0.03% No change 4,800 $934K
Maverick Capital 0.02% Reduce -16.1% 4,789 $931K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.6% 4,764 $927K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 4,756 $925K
Intellectus Partners, LLC 0.24% Add +23.4% 4,753 $924K
Horizon Investments, LLC 0.02% Add +82.0% 4,747 $923K
Intrust Bank NA 0.10% Reduce -1.0% 4,737 $921K
SRN Advisors, LLC 0.72% Add +4.8% 4,736 $921K
Busey Bank 0.03% No change 4,733 $921K
Welch & Forbes LLC 0.01% Add +0.5% 4,724 $919K
Pine Valley Investments Ltd Liability Co 0.07% Reduce -2.4% 4,660 $906K
Walleye Capital LLC 0.01% New 4,654 $905K
Parallel Advisors, LLC 0.02% Reduce -6.8% 4,651 $905K
Fulton Bank, N.A. 0.04% Reduce -5.9% 4,595 $894K
Impax Asset Management Group plc 0.00% Reduce -43.3% 4,571 $889K
Investment Advisory Services Inc. /TX 0.33% Add +3.6% 4,555 $886K
HighPoint Advisor Group LLC 0.06% Reduce -0.5% 4,227 $886K
Oliver Lagore Vanvalin Investment Group 0.27% Add +94.8% 4,540 $883K
Levin Capital Strategies, L.P. 0.09% New 4,500 $875K
Knollwood Investment Advisory, LLC 0.16% No change 4,498 $875K
Freedom Investment Management, Inc. 0.07% Add +66.4% 4,488 $873K
Marshall Financial Group, LLC 0.25% Add +8.4% 4,477 $871K
River Wealth Advisors LLC 0.13% Add +121.7% 4,437 $863K
Scientech Research LLC 0.45% Reduce -35.4% 4,406 $857K
Gratus Capital, LLC 0.04% Add +0.5% 4,405 $857K
First Trust Investment Solutions L.P. 0.15% Add +33.5% 4,389 $854K
RFG Advisory, LLC 0.03% Add +163.8% 4,387 $853K
Degroof Petercam Asset Management 0.01% No change 4,374 $851K
Key Financial Inc 0.22% No change 4,358 $848K
Inceptionr LLC 0.22% New 4,348 $846K
Waterfront Wealth Inc. 0.24% Add +34.2% 4,529 $846K
Bellecapital International Ltd. 0.19% No change 4,336 $843K
Pearl River Capital, LLC 0.13% New 4,327 $842K
Independent Wealth Network Inc. 0.39% Reduce -2.7% 4,314 $839K
Helios Capital Management Pte. Ltd. 0.59% No change 4,300 $836K
Concourse Financial Group Securities, Inc. 0.05% Add +12.5% 4,289 $834K
Bartlett & Co. Wealth Management LLC 0.01% Add +6.5% 4,286 $834K
Harvey Investment Co. LLC 0.09% No change 4,274 $831K
Sciencast Management LP 0.50% Reduce -48.9% 4,256 $828K
Vinva Investment Management Ltd 0.05% Reduce -5.3% 4,248 $826K
Verdence Capital Advisors LLC 0.07% Reduce -0.0% 4,226 $822K
Credential Qtrade Securities Inc. 0.04% New 4,130 $803K
Midland Wealth Advisors, LLC 0.05% No change 4,110 $799K
Crew Capital Management, Ltd 0.64% New 4,063 $790K
Jacobi Capital Management LLC 0.07% Add +11.5% 4,046 $787K
Somerset Trust Co 0.32% Reduce -2.7% 4,033 $784K
Rakuten Investment Management, Inc. 0.01% Add +989.2% 4,030 $784K
Forum Financial Management, LP 0.01% Add +0.7% 4,022 $782K
BLB&B Advisors, LLC 0.04% Reduce -2.4% 4,020 $782K
Waratah Capital Advisors Ltd. 0.04% New 4,012 $780K
Formidable Asset Management, LLC 0.13% No change 4,007 $779K
Valley Brook Capital Group, Inc. 0.62% Add +8.5% 4,006 $779K
Gifford Fong Associates 0.21% No change 4,000 $778K
Private Wealth Strategies, L.L.C. 0.17% No change 4,000 $778K
Marquette Asset Management, LLC 0.13% No change 4,000 $778K
Quantitative Investment Management, LLC 0.05% Reduce -90.0% 4,002 $778K
Klein Pavlis & Peasley Financial, Inc. 0.70% Add +0.3% 3,961 $770K
Legacy Financial Advisors, Inc. 0.14% New 3,961 $770K
Wealth Group, Ltd. 0.58% — 3,956 $769K
Lincoln National Corp. 0.01% Add +2.2% 3,933 $765K
Trail Ridge Investment Advisors, LLC 0.43% No change 3,923 $763K
Portside Wealth Group, LLC 0.14% New 3,916 $762K
Field & Main Bank 0.30% Reduce -8.3% 3,907 $760K
Valley Forge Investment Consultants Inc. Adv 0.30% No change 3,905 $760K
B&D White Capital Company, LLC 0.17% New 3,900 $759K
Dillon & Associates Inc. 0.12% Add +12.8% 3,898 $756K
Raymond James Trust N.A. 0.02% Add +6.3% 3,872 $753K
Sound View Wealth Advisors Group, LLC 0.08% Add +5.4% 3,860 $751K
Ritholtz Wealth Management 0.03% Add +3.9% 3,859 $751K
Aptus Capital Advisors, LLC 0.02% Add +7.5% 3,858 $750K
Los Angeles Capital Management LLC 0.00% Reduce -83.5% 3,858 $750K
Farmers Trust Co. 0.15% Add +8.1% 3,851 $749K
Livforsakringsbolaget Skandia, Omsesidigt 0.06% No change 3,850 $749K
Dana Investment Advisors, Inc. 0.02% Add +84.0% 3,838 $746K
NORTHSTAR ASSET MANAGEMENT Co 0.18% No change 3,800 $739K
SPC Financial, Inc. 0.07% Add +2.0% 3,780 $735K
First Command Advisory Services, Inc. 0.01% No change 3,777 $735K
Cypress Capital Group 0.09% Add +150.7% 3,765 $732K
Pinnacle Financial Partners Inc 0.02% Reduce -3.2% 3,759 $731K
Leonteq Securities AG 0.10% Add +10.2% 3,751 $730K
Fairbanks Capital Management, Inc. 0.50% New 3,704 $720K
Diligent Investors, LLC 0.18% Add +0.1% 3,697 $719K
HM Payson & Co. 0.01% No change 3,687 $717K
Headlands Technologies LLC 0.17% Add +244.6% 3,680 $716K
Dorsey & Whitney Trust CO LLC 0.05% Add +31.3% 3,676 $715K
Capstone Investment Advisors, LLC 0.02% Reduce -60.2% 3,674 $715K
Unigestion Holding SA 0.03% Add +14.6% 3,660 $712K
IHT Wealth Management, LLC 0.03% Add +19.0% 3,641 $708K
Sumitomo Life Insurance Co. 0.02% Reduce -2.5% 3,625 $705K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Reduce -0.7% 3,624 $705K
Balentine LLC 0.02% Add +10.1% 3,621 $704K
Glenview Trust Co 0.02% Add +0.5% 3,611 $702K
Cassaday & Co Wealth Management LLC 0.02% Add +0.9% 3,606 $701K
Sigma Planning Corp 0.02% Add +97.8% 3,603 $701K
First Hawaiian Bank 0.02% Add +21.8% 3,600 $700K
Morningstar Investment Management LLC 0.08% No change 3,594 $699K
KFG Wealth Management, LLC 0.29% Add +9.8% 3,587 $698K
AE Wealth Management LLC 0.01% Reduce -65.1% 3,582 $697K
Tokio Marine Asset Management Co. Ltd. 0.04% Reduce -0.4% 3,578 $696K
Grandview Asset Management LLC 0.31% Add +2.9% 3,562 $693K
Money Concepts Capital Corp. 0.06% Add +5.7% 3,557 $692K
West Family Investments, Inc. 0.21% Add +3.8% 3,553 $691K
CWA Asset Management Group, LLC 0.04% Add +11.8% 3,531 $687K
Benchmark Investment Advisors LLC 0.54% No change 3,500 $681K
Precedent Wealth Partners, LLC 0.29% New 3,493 $679K
Klingman & Associates, LLC 0.05% Reduce -0.1% 3,491 $679K
Ade, LLC 0.45% No change 3,420 $665K
Systematic Alpha Investments, LLC 0.03% No change 3,401 $661K
First Manhattan Co. Llc. 0.00% Reduce -25.2% 3,357 $658K
Peregrine Asset Advisers, Inc. 0.26% New 3,366 $655K
Signaturefd, LLC 0.01% Add +26.9% 3,351 $652K
Donoghue Forlines LLC 0.19% Add +3.4% 3,350 $652K
Napatree Capital LLC 0.63% Reduce -4.6% 3,349 $649K
Public Sector Pension Investment Board 0.00% Reduce -2.9% 3,330 $648K
World Equity Group, Inc. 0.13% Reduce -22.1% 3,321 $646K
HBK Sorce Advisory LLC 0.02% Add +0.2% 3,316 $645K
Prime Capital Investment Advisors, LLC 0.01% Add +25.4% 3,310 $644K
Tarbox Family Office, Inc. 0.11% Add +53.7% 3,309 $644K
Heritage Wealth Management, LLC 0.33% Reduce -1.9% 3,296 $641K
Silverlake Wealth Management LLC 0.32% Reduce -0.1% 3,270 $636K
Syon Capital LLC 0.06% Add +7.5% 3,266 $635K
Curi Capital, LLC 0.01% Reduce -0.0% 3,253 $633K
Ipswich Investment Management Co., Inc. 0.15% No change 3,250 $632K
First National Trust Co 0.03% Reduce -0.4% 3,247 $632K
EP Wealth Advisors, LLC 0.01% Add +10.5% 3,233 $629K
America First Investment Advisors, LLC 0.15% Reduce -10.0% 3,217 $626K
Retirement Guys Formula LLC 0.30% New 3,212 $625K
Cannell & Spears LLC 0.01% Reduce -79.6% 3,180 $619K
Grey Street Capital, LLC 0.08% New 3,170 $617K
Sandy Spring Bank 0.03% Add +5.1% 3,147 $612K
Keeler Thomas Management LLC 0.21% Reduce -2.5% 3,135 $610K
Fernwood Investment Management, LLC 0.18% Reduce -3.9% 3,125 $608K
M&R Capital Management Inc. 0.15% Add +0.1% 3,109 $604K
Oakworth Capital, Inc. 0.04% No change 3,076 $598K
Zimmermann Investment Management & Planning LLC 0.21% Reduce -1.3% 3,054 $594K
Jones Financial Companies LLLP 0.00% Add +154.7% 3,044 $592K
UNIVEST FINANCIAL Corp 0.17% Reduce -0.2% 3,027 $589K
NEOS Investment Management LLC 0.04% Add +42.7% 3,027 $589K
Argent Trust Co 0.03% Add +10.8% 3,022 $588K
WBH Advisory Inc. 0.06% Reduce -9.1% 3,019 $587K
First National Advisers, LLC 0.13% No change 3,000 $584K
Lincoln Capital LLC 0.13% No change 2,998 $583K
Waters Parkerson & Co., LLC 0.03% No change 2,990 $582K
Flagship Harbor Advisors, LLC 0.04% Add +8.7% 2,989 $581K
Stableford Capital II LLC 0.23% New 2,965 $577K
Burford Brothers, Inc. 0.38% Reduce -9.8% 2,944 $573K
First National Bank of Hutchinson 0.38% New 2,934 $571K
Hardman Johnston Global Advisors LLC 0.02% No change 2,900 $564K
Avior Wealth Management, LLC 0.03% Add +509.5% 2,889 $562K
Bragg Financial Advisors, Inc 0.03% Add +7.4% 2,882 $561K
Cassia Capital Partners, LLC 0.37% Add +55.9% 2,873 $559K
Moloney Securities Asset Management, LLC 0.08% Add +64.5% 2,855 $555K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -76.7% 2,842 $553K
OneDigital Investment Advisors LLC 0.01% Add +10.7% 2,838 $552K
Nicholas Hoffman & Company, LLC. 0.03% Add +9.9% 2,823 $549K
United Capital Financial Advisors, LLC 0.00% Reduce -7.3% 2,817 $548K
Concorde Financial Corp 0.49% Reduce -77.0% 2,790 $543K
Silver Coast Investments LLC 0.22% Add +18.3% 2,790 $543K
Principal Securities, Inc. 0.02% Add +32.4% 2,773 $539K
First American Trust, FSB 0.06% No change 2,770 $539K
Wexford Capital LP 0.11% Add +62.0% 2,768 $538K
Hudock, Inc. 0.12% Add +0.3% 2,740 $533K
ARS Wealth Advisors Group, LLC 0.07% Add +1.2% 2,733 $532K
Douglass Winthrop Advisors, LLC 0.01% Reduce -8.0% 2,715 $528K
Schulhoff & Co. Inc. 0.23% Add +10.2% 2,706 $526K
Weatherly Asset Management L. P. 0.05% Reduce -6.9% 2,705 $526K
Somerville Kurt F 0.09% No change 2,700 $525K
Tower Bridge Advisors 0.05% Reduce -66.3% 2,700 $525K
Texas Yale Capital Corp. 0.02% No change 2,700 $525K
Zhang Financial LLC 0.04% Add +7.0% 2,683 $522K
Arrow Financial Corp 0.05% New 2,675 $520K
Gateway Investment Advisers LLC 0.01% Add +19.1% 2,663 $518K
Towne Trust Company, N.A 0.19% Add +69.0% 2,662 $518K
GQG Partners LLC 0.00% No change 2,638 $513K
Atwater Malick LLC 0.18% No change 2,632 $512K
Tompkins Financial Corp. 0.06% Add +29.0% 2,626 $511K
Hunter Associates Investment Management LLC 0.09% Reduce -1.5% 2,599 $507K
Parthenon LLC 0.06% No change 2,600 $506K
E. Ohman J:or Asset Management AB 0.01% New 2,600 $506K
Main Street Financial Solutions, LLC 0.05% Add +0.6% 2,598 $505K
Caldwell Trust Co 0.06% Reduce -13.5% 2,583 $502K
Brighton Jones LLC 0.02% Add +0.2% 2,572 $500K
Insight Advisors, LLC/ PA 0.10% Reduce -3.3% 2,562 $498K
Mitchell McLeod Pugh & Williams Inc. 0.12% Reduce -0.6% 2,559 $498K
Lido Advisors, LLC 0.00% Add +0.3% 2,554 $497K
Level Four Advisory Services, LLC 0.03% No change 2,662 $496K
Trust Co. of Vermont 0.03% Add +89.0% 2,547 $495K
Obermeyer Wealth Partners 0.03% Reduce -0.6% 2,535 $493K
Zions Bancorporation, N.A. 0.04% Reduce -3.2% 2,535 $493K
CW Advisors, LLC 0.01% Reduce -18.7% 2,530 $492K
J.W. Cole Advisors, Inc. 0.02% Reduce -7.1% 2,520 $490K
Northstar Advisory Group, LLC 0.30% Reduce -30.4% 2,442 $489K
Edgestream Partners, L.P. 0.02% Reduce -88.4% 2,512 $489K
Coho Partners, Ltd. 0.01% No change 2,490 $484K
Cognios Beta Neutral Large Cap Fund, LP 0.63% Reduce -9.6% 2,475 $481K
Archer Investment Corp 0.14% Reduce -0.9% 2,455 $477K
Stablepoint Partners, LLC 0.10% Add +8.9% 2,451 $477K
Cardiff Park Advisors, LLC 0.05% Add +0.6% 2,439 $474K
Edge Financial Advisors LLC 0.42% — 2,438 $474K
Columbia Asset Management 0.10% No change 2,535 $473K
Forte Capital LLC 0.06% Add +21.7% 2,404 $468K
Advisors Management Group Inc. 0.12% No change 2,400 $467K
Founders Financial Securities LLC 0.05% New 2,400 $467K
AdvisorNet Financial, Inc 0.04% Add +2.4% 2,391 $465K
Baker Tilly Wealth Management, LLC 0.08% New 2,385 $464K
Essex Financial Services, Inc. 0.04% Add +33.8% 2,381 $463K
LifeGuide Financial Advisors, LLC 0.23% Add +0.3% 2,378 $462K
StoneX Group Inc. 0.04% Add +70.6% 2,377 $462K
Benjamin Edwards Inc. 0.09% Add +116.9% 2,369 $461K
Good Life Advisors, LLC 0.04% Add +17.6% 2,347 $456K
Stanley-Laman Group, Ltd. 0.06% No change 2,339 $455K
Foster Group, Inc. 0.02% Reduce -21.1% 2,329 $453K
Alera Investment Advisors, LLC 0.06% Add +94.0% 2,299 $447K
Ceeto Capital Group, LLC 0.18% No change 2,300 $447K
Duncker Streett & Co. Inc. 0.09% Add +4.6% 2,292 $446K
Northeast Investment Management 0.02% No change 2,291 $446K
Stevens Capital Management LP 0.09% New 2,290 $445K
Faithward Advisors, LLC 0.08% Add +43.5% 2,271 $442K
Mirabella Financial Services LLP 0.03% New 2,261 $440K
New Century Financial Group, LLC 0.30% Add +18.3% 2,247 $437K
McClarren Financial Advisors, Inc. 0.31% Add +0.0% 2,243 $437K
Associated Banc-Corp 0.01% Add +1.3% 2,241 $436K
SVB Wealth LLC 0.01% Reduce -9.6% 2,239 $435K
SL Advisors, LLC 0.86% Reduce -8.4% 2,236 $435K
BSW Wealth Partners 0.07% Add +13.5% 2,225 $433K
Woodstock Corp. 0.04% Add +12.7% 2,215 $431K
Old National Bancorp 0.01% Reduce -16.3% 2,208 $429K
Cullen/Frost Bankers, Inc. 0.01% No change 2,207 $429K
Ingalls & Snyder LLC 0.02% Reduce -2.2% 2,203 $428K
Ashton Thomas Private Wealth, LLC 0.02% Add +25.3% 2,198 $428K
Mgo One Seven LLC 0.02% Reduce -7.0% 2,161 $420K
Triumph Capital Management 0.17% Reduce -0.6% 2,112 $419K
Hartline Investment Corp./ 0.07% New 2,152 $419K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Add +3.6% 2,152 $419K
Texas Capital Bank Wealth Management Services Inc 0.05% Reduce -31.7% 2,139 $416K
Smart Money Group LLC 0.16% Add +81.6% 2,143 $416K
Inspirion Wealth Advisors, LLC 0.07% Reduce -1.8% 2,134 $415K
Quantbot Technologies LP 0.02% Reduce -88.2% 2,131 $414K
Daymark Wealth Partners, LLC 0.02% Add +2.5% 2,122 $413K
Bison Wealth, LLC 0.07% Reduce -2.3% 2,113 $411K
Cary Street Partners Investment Advisory LLC 0.02% Add +6.2% 2,099 $408K
Avestar Capital, LLC 0.05% Add +31.2% 2,088 $406K
GAMMA Investing LLC 0.08% Add +16.2% 2,071 $403K
FineMark National Bank & Trust 0.01% Add +8.9% 2,055 $400K
Advisors Preferred, LLC 0.07% Reduce -13.8% 2,014 $399K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -11.9% 1,988 $398K
Lake Street Advisors Group, LLC 0.02% Add +2.4% 2,044 $397K
Northeast Financial Group, Inc. 0.18% Add +0.2% 2,041 $397K
EverSource Wealth Advisors, LLC 0.03% Add +884.1% 2,037 $395K
Heritage Investment Group, Inc. 0.05% No change 2,029 $395K
TRUE Private Wealth Advisors 0.05% Add +6.3% 2,023 $393K
Armistice Capital, LLC 0.01% New 2,016 $392K
Edge Capital Group, LLC 0.02% No change 2,006 $390K
Courier Capital LLC 0.03% No change 2,004 $390K
Citizens National Bank Trust Department 0.09% No change 2,000 $389K
Blue Edge Capital, LLC 0.07% No change 2,000 $389K
Choate Investment Advisors 0.01% Add +82.9% 1,994 $388K
Koshinski Asset Management, Inc. 0.04% Reduce -1.6% 1,994 $388K
KG Capital Management 0.15% Reduce -14.7% 1,993 $388K
PFG Investments, LLC 0.02% New 1,992 $387K
Apeiron RIA LLC 0.11% Add +6.1% 1,967 $383K
Bleakley Financial Group, LLC 0.01% Add +7.5% 1,966 $382K
Wealth Advisors of Tampa Bay, LLC 0.18% No change 1,965 $382K
Iowa State Bank 0.08% Reduce -4.5% 1,961 $381K
Essex Bank 0.11% No change 2,041 $381K
Simplicity Wealth,LLC 0.01% New 1,955 $380K
Stratos Investment Management, LLC 0.04% Add +14.5% 1,954 $380K
Pavion Blue Capital, LLC 0.19% No change 1,952 $380K
Sachetta, LLC 0.18% No change 2,028 $378K
Barr E S & Co. 0.02% Reduce -27.9% 1,936 $377K
Occidental Asset Management, LLC 0.07% Add +0.1% 1,925 $374K
Norden Group LLC 0.08% New 1,923 $374K
Traphagen Investment Advisors LLC 0.04% Add +6.4% 1,918 $373K
Simmons Bank 0.03% No change 1,902 $370K
Mechanics Bank Trust Department 0.05% Add +11.1% 1,902 $370K
Meridian Wealth Management, LLC 0.06% Reduce -42.4% 1,900 $370K
Grandfield & Dodd, LLC 0.02% No change 1,897 $369K
Patriot Investment Management Group, Inc. 0.03% Reduce -3.3% 1,893 $368K
Almanack Investment Partners, LLC. 0.06% Add +1.6% 1,892 $368K
Sapient Capital LLC 0.01% Reduce -30.5% 1,890 $368K
Integrated Advisors Network LLC 0.02% Add +5.3% 1,890 $368K
Valley Wealth Managers, Inc. 0.03% Add +64.1% 1,882 $366K
Hall Capital Management Co. Inc. 0.18% No change 1,875 $365K
Crestwood Advisors Group, LLC 0.01% Add +14.8% 1,875 $365K
Ledyard National Bank 0.04% No change 1,869 $364K
Principle Wealth Partners LLC 0.03% No change 1,869 $364K
WR Wealth Planners, LLC 0.11% Add +0.9% 1,866 $363K
HB Wealth Management, LLC 0.00% Add +27.3% 1,864 $363K
Heartland Bank & Trust Co 0.21% New 1,864 $363K
Realta Investment Advisors 0.07% Reduce -4.7% 1,852 $360K
Sippican Capital Advisors 0.28% No change 1,850 $360K
Front Row Advisors LLC 0.13% New 1,850 $360K
Studio Investment Management LLC 0.09% New 1,841 $358K
Townsend & Associates, Inc 0.04% No change 1,900 $355K
Coldstream Capital Management Inc. 0.01% Add +3.3% 1,817 $353K
Relyea Zuckerberg Hanson LLC 0.06% Add +26.1% 1,805 $351K
Symmetry Partners, LLC 0.03% No change 1,806 $351K
Profund Advisors LLC 0.01% Reduce -7.5% 1,804 $351K
Florida Financial Advisors, LLC 0.26% Add +21.3% 1,803 $351K
Sanchez Wealth Management Group 0.12% No change 1,799 $350K
FIL Ltd 0.00% New 1,799 $350K
MN Wealth Advisors, LLC 0.22% Add +5.0% 1,790 $348K
Prio Wealth Limited Partnership 0.01% Reduce -0.7% 1,790 $348K
Wintrust Investments LLC 0.03% Reduce -71.6% 1,778 $346K
Monterey Private Wealth, Inc. 0.14% No change 1,772 $345K
Pinnacle Associates Ltd. 0.01% Reduce -23.1% 1,768 $344K
Summit Financial, LLC 0.02% Add +33.2% 1,768 $344K
Aft, Forsyth & Company, Inc. 0.20% No change 1,765 $343K
Cannon Financial Strategists, Inc. 0.07% Add +6.0% 1,760 $342K
Encompass More Asset Management 0.28% New 1,751 $341K
Banque Cantonale Vaudoise 0.01% Reduce -67.6% 1,730 $337K
Clear Harbor Asset Management, LLC 0.03% No change 1,732 $337K
Joel Isaacson & Co., LLC 0.02% Add +0.2% 1,727 $336K
Altrius Capital Management Inc 0.08% No change 1,726 $336K
Hartford Financial Management Inc. 0.07% Add +1.4% 1,722 $335K
Empirical Asset Management, LLC 0.16% New 1,714 $333K
Legacy Advisors, LLC 0.04% New 1,714 $333K
Perigon Wealth Management, LLC 0.01% Add +26.4% 1,697 $330K
Wimmer Associates 1, LLC 0.17% No change 1,690 $329K
Pinnacle West Asset Management, Inc. 0.26% No change 1,685 $328K
Garrison Point Advisors, LLC 0.21% Reduce -35.2% 1,678 $326K
Ameritas Investment Partners, Inc. 0.01% No change 1,666 $324K
Horan Capital Advisors, LLC. 0.12% No change 1,664 $324K
Quadrant Capital Group LLC 0.03% Add +16.6% 1,657 $322K
Meeder Advisory Services, Inc. 0.03% Add +6.9% 1,655 $322K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -3.5% 1,650 $321K
SignalPoint Asset Management, LLC 0.09% Add +2.6% 1,634 $318K
First National Bank & Trust Co. of Newtown 0.06% Reduce -3.0% 1,616 $314K
Kanawha Capital Management LLC 0.03% Add +7.0% 1,615 $314K
Wesbanco Bank Inc. 0.01% New 1,614 $314K
Members Trust Co 0.01% Add +0.3% 1,603 $312K
Northstar Group, Inc. 0.06% No change 1,602 $312K
Tocqueville Asset Management L.P. 0.01% Add +33.3% 1,602 $312K
Stiles Financial Services Inc 0.12% New 1,601 $311K
Fiduciary Family Office, LLC 0.12% No change 1,600 $311K
Waverly Advisors, LLC 0.01% New 1,598 $311K
International Assets Investment Management, LLC 0.03% Reduce -1.3% 1,566 $311K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,593 $310K
Cigna Investments Inc. 0.06% Reduce -1.4% 1,583 $308K
Letson Investment Management, Inc. 0.13% No change 1,575 $306K
Vaughan David Investments LLC 0.01% Add +12.8% 1,573 $306K
Nwam LLC 0.02% Reduce -3.0% 1,568 $305K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -19.5% 1,570 $305K
Csenge Advisory Group 0.02% Reduce -80.1% 1,561 $304K
Astoria Portfolio Advisors LLC. 0.12% Reduce -6.4% 1,654 $302K
Beverly Hills Private Wealth, LLC 0.07% Add +0.3% 1,546 $301K
Westpac Banking Corp. 0.02% No change 1,531 $298K
Strategic Family Wealth Counselors, L.L.C. 0.12% No change 1,527 $297K
Global Trust Asset Management, LLC 0.12% No change 1,525 $297K
Godshalk Welsh Capital Management, Inc. 0.20% No change 1,525 $297K
Advisory Alpha, LLC 0.01% New 1,520 $296K
Navellier & Associates Inc. 0.04% Add +0.7% 1,519 $295K
Evercore Wealth Management, LLC 0.00% Reduce -1.3% 1,516 $295K
Beaton Management Co. Inc. 0.16% No change 1,509 $294K
Abundance Wealth Counselors 0.07% Reduce -10.8% 1,508 $293K
Perkins Capital Management Inc. 0.24% New 1,500 $292K
Rossmore Private Capital 0.04% No change 1,501 $292K
O'Brien Greene & Co. Inc 0.10% No change 1,500 $292K
Nadler Financial Group, Inc. 0.04% No change 1,500 $292K
Cambridge Trust Co. 0.01% Reduce -1.8% 1,500 $292K
Connecticut Wealth Management, LLC 0.02% Reduce -0.3% 1,497 $291K
Spire Wealth Management 0.01% Add +3.0% 1,490 $290K
M3 Advisory Group, LLC 0.26% Add +1.4% 1,487 $289K
Synovus Financial Corp. 0.00% Reduce -3.6% 1,481 $288K
Titleist Asset Management, LLC 0.05% New 1,481 $288K
Independent Financial Group, LLC 0.01% New 1,480 $288K
Beacon Bank & Trust 0.07% No change 1,476 $287K
Montag A & Associates Inc. 0.01% No change 1,475 $287K
Bogart Wealth, LLC 0.01% Add +1.2% 1,453 $283K
FWG Investments, LLC. 0.30% New 1,437 $280K
Headinvest, LLC 0.05% No change 1,425 $277K
Radnor Capital Management, LLC 0.05% Add +14.0% 1,422 $277K
Kingswood Wealth Advisors, LLC 0.03% Reduce -29.5% 1,423 $277K
Outlook Wealth Advisors, LLC 0.08% Add +28.2% 1,405 $273K
SageView Advisory Group, LLC 0.01% New 14,071 $273K
Colonial River Investments, LLC 0.15% Reduce -72.5% 1,402 $273K
Baldwin Investment Management, LLC 0.04% No change 1,401 $272K
Pecaut & Co. 0.10% Reduce -41.7% 1,400 $272K
E&G Advisors, LLC 0.09% Reduce -6.7% 1,400 $272K
King Luther Capital Management Corp. 0.00% No change 1,400 $272K
Gen-Wealth Partners Inc 0.13% — 1,398 $272K
Stokes Family Office, LLC 0.03% Add +12.6% 1,397 $272K
McGlone Suttner Wealth Management, Inc. 0.05% Add +21.8% 1,386 $270K
Accurate Wealth Management, LLC 0.08% Add +1.4% 1,448 $268K
Cornell Pochily Investment Advisors, Inc. 0.11% No change 1,375 $267K
WealthTrust Axiom LLC 0.09% No change 1,375 $267K
Lifeworks Advisors, LLC 0.07% Reduce -16.4% 1,373 $267K
NorthRock Partners, LLC 0.01% New 1,373 $267K
Connors Investor Services Inc. 0.03% No change 1,370 $266K
Northcape Wealth Management, LLC 0.10% Reduce -5.8% 1,369 $266K
Ascent Group, LLC 0.02% Reduce -63.7% 1,365 $265K
Vicus Capital 0.02% New 1,359 $264K
Caprock Group, LLC 0.02% Reduce -15.7% 1,355 $264K
Ramirez Asset Management, Inc. 0.05% Reduce -23.0% 1,339 $260K
Mogy Joel R Investment Counsel Inc. 0.02% No change 1,333 $259K
NewEdge Wealth, LLC 0.01% New 1,322 $259K
Beaumont Financial Advisors, LLC 0.02% Add +0.3% 1,317 $256K
Pitcairn Co. 0.02% Add +2.3% 1,316 $256K
YHB Investment Advisors, Inc. 0.02% Reduce -3.7% 1,310 $255K
Capula Management Ltd 0.01% New 1,307 $254K
LifePro Asset Management 0.17% New 1,304 $254K
Trust Point Inc. 0.02% Reduce -64.5% 1,303 $253K
Equitable Trust Co. 0.02% No change 1,300 $253K
MTM Investment Management, LLC 0.10% New 1,299 $253K
Girard Partners LTD. 0.02% Reduce -3.0% 1,290 $251K
BCGM Wealth Management, LLC 0.09% Add +0.7% 1,285 $250K
Checchi Capital Advisers, LLC 0.02% Reduce -5.1% 1,273 $248K
International Private Wealth Advisors LLC 0.48% Reduce -5.4% 1,270 $247K
Able Wealth Management LLC 0.21% Add +5.4% 1,265 $246K
First Foundation Advisors 0.01% Add +9.9% 1,256 $244K
Alpha Omega Wealth Management LLC 0.05% No change 1,254 $244K
Vista Investment Partners LLC 0.08% Reduce -5.2% 1,251 $243K
Fidelis Capital Partners, LLC 0.04% Reduce -35.9% 1,250 $243K
Aviance Capital Partners, LLC 0.04% New 1,250 $243K
Coastline Trust Co 0.03% No change 1,250 $243K
Select Asset Management & Trust 0.10% No change 1,250 $243K
Vertex Planning Partners, LLC 0.07% Reduce -4.7% 1,245 $242K
Strategic Financial Services, Inc. 0.02% No change 1,244 $242K
Waterloo Capital, L.P. 0.03% Add +1.8% 1,241 $241K
Commonwealth Financial Services, LLC 0.06% No change 1,273 $237K
Magnetar Financial LLC 0.01% New 1,217 $237K
MainStreet Investment Advisors LLC 0.03% New 1,212 $236K
D.B. Root & Company, LLC 0.08% New 1,205 $234K
Ignite Planners, LLC 0.07% Reduce -12.8% 1,180 $234K
Gill Capital Partners, LLC 0.09% Add +0.7% 1,206 $234K
Hapanowicz & Associates Financial Services, Inc 0.13% No change 1,200 $233K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -18.1% 1,200 $233K
Nomura Holdings Inc. 0.00% Reduce -60.4% 1,197 $233K
Gallacher Capital Management LLC 0.12% Reduce -57.4% 1,193 $232K
Avantax Planning Partners, Inc. 0.01% Add +10.4% 1,190 $231K
Channel Wealth LLC 0.09% Add +0.8% 1,189 $231K
Stratos Wealth Advisors, LLC 0.01% Reduce -10.0% 1,184 $230K
Tower View Wealth Management LLC 0.13% Reduce -71.7% 1,183 $230K
Moneta Group Investment Advisors LLC 0.00% Add +0.9% 1,178 $229K
Diversified, LLC 0.03% Add +0.4% 1,178 $229K
MADDEN SECURITIES Corp 0.11% Reduce -14.5% 1,176 $229K
Cypress Asset Management Inc. 0.06% Reduce -16.1% 1,175 $229K
Smith Anglin Financial, LLC 0.02% Reduce -34.9% 1,173 $228K
IFP Advisors, Inc 0.01% Add +2.3% 1,170 $228K
Rehmann Capital Advisory Group 0.02% Add +5.4% 1,165 $227K
Orange Investment Advisors, Inc. 0.03% No change 1,164 $226K
Chicago Partners Investment Group LLC 0.01% Add +4.1% 1,209 $226K
Left Brain Wealth Management, LLC 0.11% Reduce -0.6% 1,149 $223K
KCM Investment Advisors LLC 0.01% Reduce -91.2% 1,149 $223K
Granite Harbor Advisors, Inc. 0.15% New 1,148 $223K
CFM Wealth Partners LLC 0.04% No change 1,148 $223K
Arkadios Wealth Advisors 0.02% Reduce -25.7% 1,141 $222K
Kintegral Advisory, LLC 0.02% Reduce -0.3% 1,138 $221K
Conning Inc. 0.01% Reduce -6.6% 1,134 $221K
Oak Thistle LLC 0.20% New 1,132 $220K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,129 $220K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.5% 1,128 $219K
W Advisors, LLC 0.15% Add +2.2% 1,121 $218K
Farmers National Bank 0.06% Add +1.6% 1,118 $217K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% New 1,116 $217K
Brooklyn Investment Group 0.09% Reduce -5.7% 1,092 $217K
Taylor Hoffman Wealth Management 0.09% No change 1,111 $216K
NovaPoint Capital, LLC 0.08% Reduce -9.5% 1,104 $215K
Collective Family Office LLC 0.07% No change 1,102 $214K
Alliance Wealth Management Group 0.06% No change 1,100 $214K
Towercrest Capital Management 0.04% No change 1,100 $214K
Hutchens & Kramer Investment Management Group, LLC 0.13% New 1,077 $213K
Rooted Wealth Advisors, Inc. 0.10% New 1,055 $212K
Peachtree Investment Partners, LLC 0.09% Reduce -74.9% 1,090 $212K
M. Kulyk & Associates, LLC 0.05% No change 1,080 $210K
Meritage Group LP 0.00% Reduce -6.3% 1,081 $210K
NTV Asset Management LLC 0.03% New 1,078 $210K
Quadrant Private Wealth Management, LLC 0.05% No change 1,073 $209K
Keystone Financial Group 0.03% New 1,068 $208K
Capital Advisors Inc. 0.00% New 1,067 $208K
KLCM Advisors, Inc. 0.03% New 1,067 $208K
Bridge Creek Capital Management LLC 0.07% New 1,060 $206K
Quaker Wealth Management, LLC 0.08% New 1,057 $206K
Financial Advocates Investment Management 0.01% New 1,045 $203K
Wealth Alliance, LLC 0.03% Reduce -8.4% 1,042 $203K
Washington Trust Bank 0.02% New 1,041 $202K
Sendero Wealth Management, LLC 0.03% New 1,036 $202K
IAM Advisory, LLC 0.06% New 1,035 $201K
Aberdeen Wealth Management LLC 0.12% New 1,032 $201K
Longfellow Investment Management Co. LLC 0.05% Add +9281.8% 1,032 $201K
Susquehanna International Group Ltd. 0.05% New 1,031 $201K
LGT Financial Advisors LLC 0.23% Add +49.0% 1,003 $195K
Clean Yield Group 0.08% Reduce -9.1% 1,000 $195K
Horizon Bancorp Inc. 0.09% No change 1,000 $194K
V-Square Quantitative Management LLC 0.03% No change 987 $192K
Rothschild Investment LLC 0.01% Add +0.2% 987 $192K
Creative Financial Designs Inc. 0.02% Add +379.1% 963 $187K
Lowe Wealth Advisors, LLC 0.08% Add +0.1% 933 $181K
Hills Bank & Trust Co 0.02% Reduce -8.8% 925 $180K
Mather Group, Llc. 0.00% Reduce -20.3% 964 $180K
Hanson & Doremus Investment Management 0.03% Add +0.1% 916 $178K
Harvest Fund Management Co., Ltd 0.02% Add +55.1% 909 $177K
Harbor Investment Advisory, LLC 0.02% No change 901 $175K
Centaurus Financial, Inc. 0.01% Add +16.7% 874 $170K
MV Capital Management, Inc. 0.02% Add +0.8% 870 $169K
Hantz Financial Services, Inc. 0.00% Add +0.3% 870 $169K
Sunbelt Securities, Inc. 0.02% Add +24.9% 824 $160K
Bruce G. Allen Investments, LLC 0.13% Add +245.7% 809 $157K
Advantage Trust Co 0.11% No change 800 $156K
Sentry Investment Management LLC 0.06% No change 786 $153K
JNBA Financial Advisors 0.02% No change 786 $153K
Homestead Advisers Corp 0.00% No change 785 $153K
Capital Analysts, LLC 0.01% Add +1.3% 777 $151K
Private Ocean, LLC 0.02% No change 762 $148K
Pacific Center for Financial Services 0.04% Add +280.6% 746 $145K
JFS Wealth Advisors, LLC 0.01% Reduce -0.9% 740 $144K
Fortis Group Advisors, LLC 0.03% Reduce -95.5% 732 $142K
Global Retirement Partners, LLC 0.01% Reduce -4.9% 701 $136K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% Reduce -7.2% 700 $136K
CoreFirst Bank & Trust 0.08% No change 694 $135K
Slocum, Gordon & Co LLP 0.10% New 693 $135K
Elgethun Capital Management 0.03% Add +29.5% 681 $133K
American National Bank & Trust 0.02% No change 685 $133K
Deseret Mutual Benefit Administrators 0.07% Add +2.2% 684 $133K
Manchester Capital Management LLC 0.02% Add +0.9% 673 $131K
AlphaCentric Advisors LLC 0.08% Reduce -8.1% 672 $131K
Salem Investment Counselors Inc. 0.00% No change 645 $125K
PEAK6 Investments LLC 0.01% New 633 $123K
Northwest Investment Counselors, LLC 0.03% New 632 $123K
Blue Trust, Inc. 0.00% Reduce -17.8% 631 $123K
Blackhill Capital Inc. 0.01% No change 600 $117K
City Holding Co. 0.02% No change 596 $116K
Anchor Investment Management, LLC 0.01% Reduce -13.7% 594 $116K
Brown Brothers Harriman & Co. 0.00% Add +60.5% 586 $114K
Bank of New Hampshire 0.03% No change 580 $113K
FinTrust Capital Advisors, LLC 0.02% Add +821.7% 2,378 $113K
Pathway Financial Advisers, LLC 0.04% Add +0.9% 570 $111K
Tortoise Investment Management, LLC 0.01% No change 561 $109K
TCTC Holdings, LLC 0.00% No change 558 $109K
Parkside Financial Bank & Trust 0.02% Add +3.0% 556 $108K
Bfsg, LLC 0.01% No change 550 $107K
Tyler-Stone Wealth Management 0.05% Add +0.2% 544 $106K
Hexagon Capital Partners LLC 0.02% Add +7.8% 541 $105K
Lindbrook Capital, LLC 0.01% Add +28.9% 526 $102K
Fuller & Thaler Asset Management, Inc. 0.00% No change 515 $100K
Hollencrest Capital Management 0.00% No change 505 $98K
Transamerica Financial Advisors, LLC 0.01% Reduce -86.7% 500 $98K
Ransom Advisory, Ltd 0.05% — 500 $97K
Alta Advisers Ltd 0.05% No change 500 $97K
Adirondack Trust Co. 0.04% No change 497 $97K
Sound Income Strategies, LLC 0.01% Add +13.3% 486 $95K
Laurel Wealth Advisors LLC 0.02% No change 482 $94K
Rosenberg Matthew Hamilton 0.03% Add +19.8% 472 $94K
MCF Advisors LLC 0.01% Add +0.4% 452 $88K
Bellevue Asset Management, LLC 0.05% No change 450 $88K
Versant Capital Management, Inc 0.02% Reduce -4.0% 432 $84K
Peoples Financial Services Corp. 0.04% Reduce -18.9% 429 $83K
Independence Bank of Kentucky 0.02% Reduce -5.7% 415 $81K
ORG Partners LLC 0.15% Reduce -55.0% 402 $80K
Wetzel Investment Advisors, Inc. 0.05% No change 430 $79K
Raleigh Capital Management Inc. 0.03% Add +27.5% 403 $78K
Twin Lakes Capital Management, LLC 0.05% No change 400 $78K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 400 $78K
Ruedi Wealth Management, Inc. 0.03% No change 400 $78K
Estabrook Capital Management 0.01% No change 400 $78K
First Horizon Advisors, Inc. 0.00% Add +11.8% 390 $76K
Mendota Financial Group, LLC 0.04% Reduce -7.3% 382 $74K
EntryPoint Capital, LLC 0.07% Add +281.0% 381 $74K
Evolution Advisers, Inc. 0.04% Add +0.3% 378 $74K
Princeton Global Asset Management LLC 0.02% No change 357 $69K
Carolinas Wealth Consulting LLC 0.01% Add +0.3% 347 $67K
TD Private Client Wealth LLC 0.00% Reduce -66.7% 347 $67K
Center for Financial Planning, Inc. 0.01% Add +29.6% 342 $67K
BOK Financial Private Wealth, Inc. 0.00% No change 330 $64K
Smartleaf Asset Management LLC 0.01% Add +65.5% 326 $63K
St Germain D J Co. Inc. 0.00% Reduce -70.8% 320 $62K
Cranbrook Wealth Management, LLC 0.02% No change 314 $61K
Gleason Group, Inc. 0.01% Add +0.7% 312 $61K
Delta Asset Management LLC 0.01% No change 310 $60K
Janiczek Wealth Management, LLC 0.01% Add +6.4% 301 $59K
GoalVest Advisory LLC 0.02% New 300 $58K
Concord Wealth Partners 0.01% No change 291 $57K
Beaird Harris Wealth Management, LLC 0.01% Add +124.0% 289 $56K
GPS Wealth Strategies Group, LLC 0.01% No change 286 $56K
Thompson Investment Management, Inc. 0.01% Add +57.1% 275 $53K
Salomon & Ludwin, LLC 0.00% No change 270 $53K
Mb, Levis & Associates, LLC 0.03% Add +0.4% 267 $52K
Glass Jacobson Investment Advisors llc 0.02% No change 266 $52K
North Star Investment Management Corp. 0.00% No change 263 $51K
Global Assets Advisory, LLC 0.03% New 256 $51K
Highlander Capital Management, LLC 0.02% Add +53.3% 259 $50K
Clearstead Advisors, LLC 0.00% Reduce -47.5% 238 $50K
AlphaMark Advisors, LLC 0.02% No change 250 $49K
Laffer Tengler Investments, Inc. 0.02% Add +22.5% 245 $48K
Kelly Financial Services LLC 0.02% Add +85.0% 235 $46K
Armstrong Advisory Group, Inc. 0.00% No change 240 $45K
Sugarloaf Wealth Management, LLC 0.01% No change 229 $45K
CNB Bank 0.02% No change 225 $44K
Johnson Financial Group, Inc. 0.00% Reduce -1.4% 212 $41K
Bell Investment Advisors, Inc 0.01% No change 208 $40K
Castleview Partners, LLC 0.02% Add +48.2% 206 $40K
Frazier Financial Advisors, LLC 0.03% Reduce -2.4% 206 $40K
Spectrum Wealth Counsel, LLC 0.00% Reduce -98.8% 202 $39K
Costello Asset Management, INC 0.03% Reduce -27.3% 200 $39K
Transcendent Capital Group LLC 0.02% No change 200 $39K
Old Second National Bank of Aurora 0.01% No change 200 $39K
Community Bank, N.A. 0.01% No change 200 $39K
Pacifica Partners Inc. 0.02% No change 200 $38K
Compass Wealth Management LLC 0.01% No change 196 $38K
Park Place Capital Corp 0.01% New 185 $36K
WASHINGTON TRUST Co 0.00% Add +1.7% 182 $35K
Crewe Advisors LLC 0.00% New 180 $35K
Financial Avengers, Inc. 0.02% Add +0.7% 155 $31K
Covestor Ltd 0.02% Reduce -3.1% 154 $30K
Indiana Trust & Investment Management Co 0.01% No change 150 $29K
First Personal Financial Services 0.01% No change 150 $29K
Retirement Group, LLC 0.01% No change 149 $29K
Riverview Trust Co 0.02% New 149 $29K
Brown, Lisle/Cummings, Inc. 0.01% No change 148 $29K
Bangor Savings Bank 0.00% Reduce -9.9% 146 $28K
Gradient Investments LLC 0.00% No change 146 $28K
Main Street Group, LTD 0.01% No change 135 $26K
Quarry LP 0.01% Reduce -27.2% 134 $26K
Plante Moran Financial Advisors, LLC 0.00% Add +6.4% 133 $26K
First Financial Corp. 0.01% Reduce -17.2% 130 $25K
PFS Partners, LLC 0.02% No change 130 $25K
Farmers & Merchants Investments Inc. 0.00% No change 128 $25K
Rise Advisors, LLC 0.01% New 126 $24K
Pinnacle Bancorp, Inc. 0.01% No change 125 $24K
Venturi Wealth Management, LLC 0.00% Add +79.7% 124 $24K
Prestige Wealth Management Group LLC 0.01% Reduce -36.6% 121 $24K
New England Capital Financial Advisors LLC 0.01% No change 117 $23K
Burkett Financial Services, LLC 0.01% Add +0.9% 109 $21K
West Branch Capital LLC 0.01% Reduce -2.7% 108 $21K
Rakuten Securities, Inc. 0.01% Reduce -38.8% 104 $20K
CVA Family Office, LLC 0.00% Reduce -6.4% 102 $20K
EnRich Financial Partners LLC 0.01% New 101 $20K
Financial Freedom, LLC 0.01% No change 100 $19K
Sittner & Nelson, LLC 0.01% No change 100 $19K
Riggs Asset Managment Co. Inc. 0.01% No change 100 $19K
CBIZ Investment Advisory Services, LLC 0.00% New 100 $19K
GHP Investment Advisors, Inc. 0.00% No change 100 $19K
ICA Group Wealth Management, LLC 0.00% No change 97 $19K
Quent Capital, LLC 0.00% Reduce -23.8% 96 $19K
REAP Financial Group, LLC 0.00% Reduce -4.7% 81 $16K
Eagle Bay Advisors LLC 0.01% Add +81.4% 78 $15K
Criterion Capital Advisors, LLC 0.01% Add +58.3% 76 $15K
BBJS Financial Advisors, LLC 0.01% Reduce -11.8% 75 $15K
Kessler Investment Group, LLC 0.01% No change 75 $15K
Baldwin Wealth Partners LLC 0.00% No change 75 $15K
Pacific Capital Wealth Advisors, Inc. 0.00% New 74 $14K
Private Wealth Management Group, LLC 0.01% No change 69 $13K
Glen Eagle Advisors, LLC 0.00% No change 69 $13K
Tradewinds Capital Management, LLC 0.00% Add +1.5% 68 $13K
Valley National Advisers Inc. 0.00% Add +27.8% 69 $13K
Silver Oak Securities, Incorporated 0.00% Reduce -98.8% 66 $13K
Trifecta Capital Advisors, LLC 0.00% No change 63 $12K
Asset Dedication, LLC 0.00% Reduce -13.0% 60 $12K
GW&K Investment Management, LLC 0.00% Add +22.0% 61 $12K
Bromfield Sneider Wealth Advisors 0.01% No change 60 $12K
Stephens Consulting, LLC 0.00% No change 57 $11K
IFS Advisors, LLC 0.01% No change 57 $11K
TrinityBridge Ltd 0.00% Reduce -73.8% 56 $11K
LifeSteps Financial, Inc. 0.01% New 51 $10K
Piscataqua Savings Bank 0.01% No change 50 $10K
Institutional & Family Asset Management, LLC 0.00% No change 50 $10K
Palisade Asset Management, LLC 0.00% New 50 $10K
Hoese & Co LLP 0.01% No change 50 $9K
Kozak & Associates, Inc. 0.00% No change 44 $9K
Capital Advisors, Ltd. LLC 0.00% Add +266.7% 44 $9K
American Capital Advisory, LLC 0.01% No change 35 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +21.6% 45 $9K
Addison Advisors LLC 0.00% Reduce -48.9% 45 $9K
Cypress Capital Management LLC (WY) 0.01% Reduce -98.6% 40 $8K
First Pacific Financial 0.00% New 40 $8K
McIlrath & Eck, LLC 0.00% No change 40 $8K
Globeflex Capital L P 0.00% No change 34 $7K
Red Tortoise LLC 0.00% No change 32 $6K
Stone House Investment Management, LLC 0.00% Add +88.2% 32 $6K
SOA Wealth Advisors, LLC. 0.00% No change 29 $6K
Partnership Wealth Management, LLC 0.00% No change 29 $6K
Aspire Private Capital, LLC 0.00% No change 28 $5K
Morton Brown Family Wealth, LLC 0.00% Reduce -91.7% 27 $5K
Continuum Advisory, LLC 0.00% New 25 $5K
Caitlin John, LLC 0.00% Reduce -80.9% 26 $5K
Planning Capital Management Corp 0.00% No change 25 $5K
HighMark Wealth Management LLC 0.00% Reduce -17.9% 23 $5K
Norwood Financial Corp 0.01% No change 25 $5K
LRI Investments, LLC 0.00% — 24 $5K
ESL Trust Services, LLC 0.00% New 23 $4K
Larson Financial Group LLC 0.00% Reduce -30.3% 23 $4K
Nemes Rush Group LLC 0.00% No change 22 $4K
Abound Wealth Management 0.00% Reduce -56.5% 20 $4K
PayPay Securities Corp 0.19% Reduce -9.1% 20 $4K
Meeder Asset Management Inc. 0.00% New 19 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +5.9% 18 $4K
Raffa Wealth Management, LLC 0.00% Reduce -21.7% 18 $4K
Grove Bank & Trust 0.00% No change 17 $3K
Beacon Capital Management, LLC 0.00% Add +21.4% 17 $3K
Kelly Lawrence W & Associates Inc. 0.00% No change 16 $3K
Cape Investment Advisory, Inc. 0.00% No change 16 $3K
Avion Wealth 0.00% No change 13 $3K
Penserra Capital Management LLC 0.00% Reduce -97.4% 18 $3K
Arax Advisory Partners 0.00% Reduce -40.0% 15 $3K
Guardian Wealth Management, Inc. 0.00% No change 15 $3K
Aspect Partners, LLC 0.00% No change 14 $3K
Lam Group, Inc. 0.00% No change 13 $3K
SJS Investment Consulting Inc. 0.00% Add +10.0% 11 $2K
Dunhill Financial, LLC 0.00% Add +22.2% 11 $2K
Financial Management Professionals, Inc. 0.00% Reduce -72.7% 12 $2K
Provenance Wealth Advisors, LLC 0.00% New 10 $2K
China Universal Asset Management Co., Ltd. 0.00% No change 10 $2K
Robbins Farley 0.00% No change 9 $2K
Voisard Asset Management Group, Inc. 0.00% No change 7 $1K
Horizon Financial Services, LLC 0.00% New 7 $1K
Carmichael Hill & Associates, Inc. 0.00% Reduce -36.4% 7 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $1K
Whittier Trust Co. 0.00% No change 7 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 6 $1K
Winthrop Capital Management, LLC 0.00% New 7 $1K
Creekmur Asset Management LLC 0.00% New 5 $973
TFC Financial Management, Inc. 0.00% New 5 $973
Nvwm, LLC 0.00% New 3 $584
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 3 $584
ClariVest Asset Management LLC 0.00% New 2 $387
Valued Wealth Advisors LLC 0.00% No change 1 $195
WestEnd Advisors, LLC 0.00% Reduce -50.0% 1 $195
TFO Wealth Partners, LLC 0.00% No change 1 $195
Carolina Wealth Advisors, LLC 0.00% No change 1 $194

"% of holder's portfolio" is HSY's weight in each manager's 13F, not the share of The Hershey Co. the manager owns.