The HersheyHSY

13F holders, Q4 2024 (December 31)
1,345holders −51
93new positions
210sold out
10famous investors
$169.26avg. 13F price*

At the end of Q4 2024, 1,345 institutions reported holding The Hershey Co. (HSY) in their 13F filings, down 51 from Q3 2024. 93 opened new positions and 210 sold out. The largest holders were Vanguard Group Inc. ($3.2B), Capital International Investors ($2.1B) and BlackRock, Inc. ($2.0B). 10 famous investors held it, including Tom Gayner (0.1% of Markel Group's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions93$337.9M
Exits210$314.1M

All 13F filers, Q3 2024 → Q4 2024: 10,107,408 shares bought and 12,356,885 shares sold, net −2,249,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,345 holders

Vanguard Group Inc. 0.06% Reduce -1.2% 19,162,677 $3.2B
Capital International Investors 0.40% Add +31.4% 12,460,147 $2.1B
BlackRock, Inc. 0.04% Reduce -1.9% 12,021,764 $2.0B
State Street Corp. 0.05% Add +0.3% 7,048,863 $1.2B
Charles Schwab Investment Management Inc. 0.14% Add +5.6% 4,635,390 $785.0M
Geode Capital Management, LLC 0.05% Add +1.3% 3,801,145 $642.1M
JPMorgan Chase & Co. 0.04% Reduce -38.3% 2,901,506 $491.4M
Morgan Stanley 0.03% Reduce -6.0% 2,570,863 $435.4M
Royal Bank of Canada 0.08% Reduce -1.0% 2,196,021 $371.9M
Hershey Trust Co. 3.65% Add +0.0% 2,066,397 $349.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +38.6% 1,628,047 $275.7M
Northern Trust Corp. 0.04% Add +10.8% 1,578,957 $267.4M
Macquarie Group Ltd. 0.27% Add +4.5% 1,338,402 $225.8M
Invesco Ltd. 0.04% Add +7.3% 1,282,681 $217.2M
Bank of America Corp. 0.02% Reduce -39.0% 1,185,974 $200.8M
UBS Group AG 0.04% Add +78.1% 1,116,166 $189.0M
Stifel Financial Corp. 0.19% Add +13.7% 1,096,767 $185.7M
Legal & General Group Plc 0.05% Reduce -7.2% 1,068,040 $180.9M
Dimensional Fund Advisors LP 0.04% Add +12.9% 1,003,258 $169.9M
Bank of New York Mellon Corp 0.03% Reduce -13.5% 973,234 $164.8M
Amundi 0.05% Reduce -12.7% 881,002 $143.8M
Holocene Advisors, LP 0.46% New 842,280 $142.6M
Principal Financial Group Inc. 0.08% Reduce -16.1% 816,016 $138.2M
American Century Companies Inc. 0.07% Add +15.1% 711,009 $120.4M
Confluence Investment Management LLC 1.60% Reduce -4.1% 682,029 $115.5M
California Public Employees Retirement System 0.08% Reduce -1.8% 668,195 $113.2M
Envestnet Asset Management Inc. 0.04% Reduce -25.1% 655,797 $111.1M
Goldman Sachs Group Inc. 0.02% Reduce -10.2% 593,713 $100.5M
Massachusetts Financial Services Co. 0.03% Reduce -0.3% 584,761 $99.0M
Sterling Capital Management LLC 1.34% Reduce -34.1% 576,438 $97.6M
Deutsche Bank AG 0.04% Add +8.8% 557,965 $94.5M
Squarepoint Ops LLC 0.24% Add +13601.3% 544,900 $92.3M
Wells Fargo & Company 0.02% Reduce -23.0% 497,554 $84.3M
Nuveen Asset Management, LLC 0.02% Add +5.8% 496,771 $84.1M
Raymond James Financial Inc. 0.03% — 478,170 $81.0M
Westwood Holdings Group Inc. 0.56% Add +12.3% 427,171 $72.3M
HSBC Holdings PLC 0.04% Add +25.4% 426,459 $72.0M
Swiss National Bank 0.05% Reduce -4.8% 417,200 $70.7M
US Bancorp \de 0.09% Reduce -0.7% 403,599 $68.3M
LPL Financial LLC 0.03% Add +19.0% 400,114 $67.8M
Susquehanna International Group, LLP 0.09% Add +126.4% 362,730 $61.4M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -5.6% 360,395 $61.0M
First Trust Advisors LP 0.05% Add +3.5% 357,592 $60.6M
Mawer Investment Management Ltd. 0.27% Reduce -3.2% 353,845 $59.9M
FMR LLC 0.00% Add +8.8% 351,882 $59.6M
TD Asset Management Inc 0.05% Reduce -2.9% 337,079 $57.1M
PNC Financial Services Group, Inc. 0.04% Reduce -21.6% 332,651 $56.3M
Mitsubishi UFJ Trust & Banking Corp 0.13% Add +11.3% 327,334 $55.4M
Barclays PLC 0.03% Reduce -30.5% 324,124 $54.9M
Rhumbline Advisers 0.05% Reduce -1.9% 319,154 $54.0M
Douglas Lane & Associates, LLC 0.76% Add +15.5% 317,461 $53.8M
DAVENPORT & Co LLC 0.31% Reduce -9.5% 315,595 $53.4M
Citadel Advisors 0.05% Add +16.9% 302,672 $51.3M
Regions Financial Corp. 0.36% Reduce -28.5% 291,020 $49.3M
AQR Capital Management 0.06% Reduce -13.9% 285,655 $48.2M
BNP Paribas Financial Markets 0.04% Add +22.0% 277,858 $47.1M
Boston Trust Walden Corp 0.33% Reduce -0.3% 276,134 $46.8M
California State Teachers Retirement System 0.05% Add +0.8% 271,136 $45.9M
Alliancebernstein L.P. 0.02% Add +55.7% 264,267 $44.8M
Ameriprise Financial Inc. 0.01% Reduce -12.3% 260,735 $44.2M
Franklin Resources Inc. 0.01% Add +19.5% 260,554 $44.1M
Truist Financial Corp. 0.07% Reduce -38.1% 258,125 $43.7M
Silvercrest Asset Management Group LLC 0.28% Reduce -9.2% 244,877 $41.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +13.1% 242,147 $40.9M
Bank of Montreal 0.02% Reduce -29.6% 237,428 $40.2M
Anchor Capital Advisors LLC 1.14% Reduce -5.9% 235,365 $39.9M
National Pension Service 0.04% Reduce -49.7% 229,273 $38.8M
T. Rowe Price Associates Inc. 0.00% Reduce -5.1% 220,549 $37.4M
Bessemer Group Inc. 0.06% Reduce -3.4% 214,403 $36.3M
Focus Partners Wealth 0.09% Add +76.6% 207,307 $35.1M
Janus Henderson Group PLC 0.02% Add +1.2% 203,238 $34.4M
Balyasny Asset Management L.P. 0.08% New 189,757 $32.1M
Storebrand Asset Management As 0.10% Reduce -28.3% 185,950 $31.5M
Canada Pension Plan Investment Board 0.03% Add +0.9% 184,860 $31.3M
Check Capital Management Inc. 2.07% Add +34.1% 184,577 $31.3M
Baillie Gifford & Co. 0.02% Add +27.8% 183,716 $31.1M
Janney Montgomery Scott LLC 0.08% Reduce -0.3% 167,490 $28.4M
Jennison Associates LLC 0.02% Reduce -2.2% 165,108 $28.0M
Freestone Grove Partners LP 0.34% — 164,759 $27.9M
Osterweis Capital Management Inc. 1.65% Reduce -16.2% 159,688 $27.0M
CANADA LIFE ASSURANCE Co 0.05% Reduce -7.4% 157,550 $26.7M
Rheos Capital Works Inc. 1.45% No change 154,000 $26.1M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +2159.9% 153,043 $25.9M
Ensign Peak Advisors, Inc 0.05% Reduce -0.7% 151,910 $25.7M
Schroder Investment Management Group 0.02% Reduce -13.2% 150,172 $25.3M
Zacks Investment Management 0.23% Reduce -14.4% 149,024 $25.2M
Jane Street Group, LLC 0.04% Add +39.1% 145,734 $24.7M
Man Group plc 0.08% Add +283.9% 144,910 $24.5M
Readystate Asset Management LP 1.86% New 143,500 $24.3M
Swedbank AB 0.03% Add +5.4% 143,294 $24.3M
Victory Capital Management Inc. 0.02% Reduce -11.7% 141,986 $24.0M
Willis Investment Counsel 1.56% Add +46.2% 140,579 $23.8M
New York State Common Retirement Fund 0.03% Reduce -5.9% 139,656 $23.7M
State Board of Administration of Florida Retirement System 0.04% Reduce -0.9% 132,240 $22.4M
Scopus Asset Management, L.P. 0.81% New 130,168 $22.0M
KLP Kapitalforvaltning As 0.10% — 126,595 $21.4M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +19.7% 121,404 $20.8M
Deprince Race & Zollo Inc. 0.41% Reduce -11.5% 123,094 $20.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% — 121,613 $20.6M
New York State Teachers Retirement System 0.04% Reduce -3.6% 120,693 $20.4M
Smith Chas P & Associates Pa Cpas 1.12% Reduce -9.2% 115,132 $19.5M
Wilmington Savings Fund Society, FSB 0.35% Reduce -1.7% 114,492 $19.4M
HighTower Advisors, LLC 0.03% Reduce -5.3% 113,747 $19.3M
Distillate Capital Partners LLC 0.87% New 104,508 $17.7M
Bahl & Gaynor LLC 0.09% Reduce -19.0% 102,050 $17.3M
Millennium Management 0.02% Add +26.1% 101,373 $17.2M
Capital Group Private Client Services, Inc. 0.16% New 100,190 $17.0M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.3% 99,242 $16.8M
Creative Planning 0.02% Add +78.8% 98,792 $16.7M
Madison Asset Management, LLC 0.19% Reduce -3.0% 98,690 $16.7M
Madison Investment Advisors, LLC 0.19% — 98,690 $16.7M
Treasurer of the State of North Carolina 0.06% Reduce -0.7% 98,378 $16.7M
Royal London Asset Management Ltd. 0.04% Add +3.7% 97,172 $16.5M
Manufacturers Life Insurance Company, The 0.01% Add +0.4% 96,606 $16.4M
Guggenheim Capital LLC 0.13% Reduce -3.2% 96,279 $16.3M
Citigroup Inc. 0.02% Reduce -36.7% 95,273 $16.1M
Handelsbanken Fonder AB 0.06% Add +22.4% 93,504 $15.8M
National Bank of Canada 0.02% Reduce -9.8% 92,723 $15.7M
Benjamin Edwards Inc. 0.22% Add +2.0% 91,233 $15.5M
Russell Investments Group, Ltd. 0.02% Add +0.2% 90,362 $15.3M
Simplex Trading, LLC 0.43% Add +1195.4% 89,718 $15.2M
Quinn Opportunity Partners LLC 1.09% Add +2890.2% 89,707 $15.2M
Danske Bank A/S 0.05% Add +12.9% 89,513 $15.2M
Aviva PLC 0.04% Add +1485.2% 88,976 $15.1M
Asset Management One Co., Ltd. 0.05% Add +5.6% 86,625 $14.9M
CORDA Investment Management, LLC. 1.17% Add +12.8% 86,669 $14.7M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -3.6% 85,862 $14.5M
Commonwealth Equity Services, LLC 0.02% Reduce -7.3% 85,420 $14.5M
Moran Wealth Management, LLC 0.46% Reduce -3.8% 85,121 $14.4M
State of Wisconsin Investment Board 0.04% Reduce -4.0% 84,448 $14.3M
Illinois Municipal Retirement Fund 0.20% Reduce -4.2% 83,434 $14.1M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.2% 82,560 $14.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -0.3% 81,006 $13.7M
Vestcor Inc 0.45% Reduce -8.9% 80,467 $13.6M
Prudential Financial Inc. 0.02% Reduce -13.3% 78,933 $13.4M
Mairs & Power Inc. 0.13% Reduce -25.4% 78,346 $13.3M
Allianz Asset Management GmbH 0.02% Reduce -0.5% 78,115 $13.2M
Heartland Advisors Inc. 0.72% Reduce -23.4% 77,906 $13.2M
Troy Asset Management Ltd 0.43% Reduce -24.0% 77,401 $13.1M
Capital International, Inc. 0.15% Add +88.7% 75,934 $12.9M
Iron Gate Global Advisors LLC 1.80% Add +5.1% 75,424 $12.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.37% Reduce -17.7% 75,108 $12.7M
Mackenzie Financial Corp. 0.02% Add +12.7% 74,276 $12.6M
Qube Research & Technologies Ltd 0.02% Reduce -85.1% 73,983 $12.5M
D. E. Shaw & Co. 0.01% Add +1311.8% 73,839 $12.5M
Mariner, LLC 0.02% Add +0.3% 73,058 $12.4M
Cetera Investment Advisers 0.03% Reduce -17.6% 71,350 $12.1M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -49.0% 70,985 $12.0M
Isthmus Partners, LLC 1.43% Reduce -0.5% 69,231 $11.7M
Johnson Investment Counsel Inc. 0.11% Reduce -73.8% 69,065 $11.7M
Nomura Asset Management Co. Ltd. 0.03% Add +1.2% 68,287 $11.6M
CIBC Asset Management Inc 0.04% Add +1.1% 67,934 $11.5M
Pictet Asset Management Holding SA 0.01% Reduce -3.8% 65,428 $11.1M
Bridges Investment Management Inc. 0.15% Reduce -4.5% 65,342 $11.1M
Sei Investments Co. 0.01% Reduce -9.1% 65,272 $11.1M
St. James Investment Company, LLC 1.90% New 64,948 $11.0M
CapWealth Advisors, LLC 1.20% Add +1.5% 64,355 $10.9M
Manning & Napier Advisors LLC 0.12% Reduce -6.2% 63,906 $10.8M
JLB & Associates Inc. 1.45% Reduce -2.8% 62,941 $10.7M
Berkshire Asset Management LLC 0.50% Reduce -1.8% 70,563 $10.6M
Verity & Verity, LLC 0.95% Reduce -10.2% 61,539 $10.4M
Davis R M Inc. 0.20% Reduce -55.2% 61,209 $10.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Reduce -14.5% 60,819 $10.3M
Kingsview Wealth Management, LLC 0.20% Add +641.1% 60,407 $10.2M
Toronto Dominion Bank 0.02% Reduce -27.7% 58,950 $10.0M
Oppenheimer & Co. Inc. 0.15% Reduce -1.6% 58,920 $10.0M
Mn Services Vermogensbeheer B.V. 0.07% Add +1.7% 58,469 $9.9M
Cibc World Markets Corp. 0.06% Add +15.2% 57,970 $9.8M
AXA S.A. 0.03% Add +17.6% 57,120 $9.7M
Mediolanum International Funds Ltd 0.12% Add +788.4% 57,158 $9.6M
Natixis Advisors, LLC 0.02% Reduce -38.9% 56,544 $9.6M
State of Tennessee, Department of Treasury 0.03% Reduce -16.4% 56,364 $9.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +9.9% 56,346 $9.5M
USS Investment Management Ltd 0.07% Reduce -4.6% 56,005 $9.5M
Resona Asset Management Co.,Ltd. 0.06% Reduce -2.9% 55,689 $9.4M
Varma Mutual Pension Insurance Co 0.07% Add +2.8% 54,556 $9.2M
Lawson Kroeker Investment Management Inc. 1.74% Add +9.4% 54,412 $9.2M
State of New Jersey Common Pension Fund D 0.04% Reduce -0.8% 54,010 $9.1M
KBC Group NV 0.03% Reduce -2.0% 53,598 $9.1M
Nordea Investment Management AB 0.01% Reduce -59.6% 52,895 $8.9M
Logan Capital Management Inc. 0.37% No change 52,300 $8.9M
Woodline Partners LP 0.06% New 52,070 $8.8M
Fifth Third Bancorp 0.03% Reduce -13.7% 51,868 $8.8M
Aberdeen Group plc 0.02% Reduce -7.5% 52,143 $8.7M
Cibc World Market Inc. 0.02% Add +17.6% 50,928 $8.6M
Comerica Bank 0.03% Reduce -6.6% 50,376 $8.5M
Public Employees Retirement System of Ohio 0.03% Reduce -21.6% 50,039 $8.5M
Voya Investment Management LLC 0.01% Reduce -4.9% 49,602 $8.4M
MAI Capital Management 0.06% Reduce -59.8% 49,500 $8.4M
Lansforsakringar Fondforvaltning AB (publ) 0.03% — 49,040 $8.3M
DRH Investments, Inc. 9.49% Reduce -9.0% 48,722 $8.3M
LaFleur & Godfrey LLC 1.08% Add +8.3% 46,708 $7.9M
Private Advisor Group, LLC 0.04% Add +70.2% 46,144 $7.8M
DekaBank Deutsche Girozentrale 0.01% No change 45,821 $7.8M
Markel Group 0.07% Add +25.0% 45,000 $7.6M
Cerity Partners LLC 0.02% Reduce -7.8% 42,057 $7.4M
Railway Pension Investments Ltd 0.10% Reduce -8.8% 43,541 $7.4M
Congress Asset Management Co. 0.05% Reduce -5.5% 42,833 $7.3M
Osaic Holdings, Inc. 0.02% Reduce -13.8% 44,382 $7.2M
McRae Capital Management Inc. 1.41% Add +15.6% 42,322 $7.2M
Parallax Volatility Advisers, L.P. 0.18% Add +115.8% 42,077 $7.1M
Soltis Investment Advisors LLC 0.66% Reduce -5.2% 42,028 $7.1M
Exencial Wealth Advisors, LLC 0.26% Reduce -4.6% 42,019 $7.1M
Nisa Investment Advisors, LLC 0.03% Reduce -2.7% 41,988 $7.1M
Executive Wealth Management, LLC 0.55% Add +3.6% 41,751 $7.1M
State of Michigan Retirement System 0.04% Reduce -1.6% 41,634 $7.1M
Arizona State Retirement System 0.04% Reduce -1.9% 41,502 $7.0M
Baird Financial Group, Inc. 0.01% Reduce -22.8% 41,089 $7.0M
Beese Fulmer Investment Management, Inc. 0.58% Reduce -3.3% 40,429 $6.8M
Credit Agricole S A 0.02% Add +653.3% 40,231 $6.8M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +317.1% 40,209 $6.8M
MetLife Investment Management, LLC 0.04% Add +1.7% 39,955 $6.8M
Motco 0.69% Reduce -3.4% 39,668 $6.7M
Korea Investment CORP 0.02% Reduce -75.4% 39,489 $6.7M
Blair William & Co. 0.02% Add +6.4% 39,387 $6.7M
Fulcrum Capital LLC 1.40% Add +2.8% 39,354 $6.7M
NorthCoast Asset Management LLC 0.03% Add +575.6% 39,267 $6.7M
Townsquare Capital LLC 0.07% Add +5.0% 39,113 $6.6M
Corient Private Wealth LP 0.01% Reduce -12.2% 38,211 $6.5M
Rodgers Brothers Inc. 0.84% Add +30.1% 37,986 $6.4M
Monte Financial Group, LLC 2.75% Add +17.6% 37,963 $6.4M
Empowered Funds, LLC 0.09% Add +42.6% 36,972 $6.3M
DNB Asset Management AS 0.03% Add +10.8% 36,771 $6.2M
Pinebridge Investments, L.P. 0.05% Add +23.9% 36,742 $6.2M
Stephens Inc. 0.09% Add +278.9% 36,110 $6.1M
Caisse de depot et placement du Quebec 0.01% Reduce -0.3% 36,105 $6.1M
Skba Capital Management LLC 0.96% Add +10.1% 35,955 $6.1M
Dearborn Partners LLC 0.25% Add +2.7% 35,899 $6.1M
Miramar Capital, LLC 1.44% Reduce -45.2% 35,608 $6.0M
Corebridge Financial, Inc. 0.03% Reduce -5.5% 35,200 $6.0M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -1.2% 35,142 $5.9M
Capital Investment Advisors, LLC 0.12% Reduce -24.6% 34,143 $5.8M
Aptus Capital Advisors, LLC 0.07% Add +902.9% 34,138 $5.8M
SevenBridge Financial Group, LLC 1.09% Reduce -11.4% 36,440 $5.8M
Orion Investment Co 2.30% Reduce -0.1% 34,017 $5.8M
Van Eck Associates Corp. 0.01% Add +0.8% 33,996 $5.8M
Foster Victor Wealth Advisors, LLC 0.43% New 36,785 $5.6M
Norges Bank 0.00% Reduce -98.1% 33,173 $5.6M
W.G. Shaheen & Associates DBA Whitney & Co 0.58% Reduce -20.5% 32,774 $5.6M
Van Hulzen Asset Management, LLC 0.40% Reduce -76.5% 32,429 $5.5M
Hendley & Co. Inc. 1.92% Reduce -26.6% 32,376 $5.5M
Kennon-Green & Company, LLC 4.74% Add +20.9% 32,362 $5.5M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -67.4% 31,943 $5.5M
Verition Fund Management LLC 0.03% Reduce -13.2% 32,310 $5.5M
Czech National Bank 0.05% Add +6.5% 32,034 $5.4M
Dakota Wealth Management 0.12% Reduce -0.6% 32,010 $5.4M
Great Valley Advisor Group, Inc. 0.12% Reduce -42.5% 32,001 $5.4M
Fruth Investment Management 1.49% Add +1.7% 31,992 $5.4M
Retirement Systems of Alabama 0.02% Add +0.1% 31,987 $5.4M
M&T Bank Corp 0.02% Reduce -7.7% 31,823 $5.4M
Stratos Wealth Partners, LTD. 0.08% Reduce -6.1% 31,434 $5.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -2.3% 31,414 $5.3M
Daiichi Life Insurance Co., Ltd. 0.15% Add +4.4% 31,255 $5.3M
Advisors Asset Management, Inc. 0.10% Add +10.5% 31,022 $5.3M
Capital Fund Management S.A. 0.05% New 30,849 $5.2M
Scotia Capital Inc. 0.03% Add +1.0% 30,561 $5.2M
Burney Co./ 0.18% Reduce -4.3% 30,377 $5.1M
Dean Investment Associates, LLC 0.73% Reduce -16.7% 30,313 $5.1M
Employees Provident Fund Board 0.06% No change 30,000 $5.1M
Forsta Ap-Fonden 0.04% Reduce -34.1% 30,000 $5.1M
Schonfeld Strategic Advisors LLC 0.03% Reduce -12.2% 29,870 $5.1M
Palisade Asset Management, LLC 0.51% Add +106.6% 29,804 $5.0M
Independent Advisor Alliance 0.07% Reduce -26.5% 29,517 $5.0M
Wilkins Investment Counsel Inc. 0.72% Reduce -0.4% 29,513 $5.0M
Portland Global Advisors LLC 0.63% Add +0.9% 29,275 $5.0M
IFM Investors Pty Ltd 0.05% Reduce -8.6% 29,168 $4.9M
Quantinno Capital Management LP 0.05% Add +312.8% 28,963 $4.9M
Wolverine Trading, LLC 0.11% Add +39.8% 29,075 $4.9M
GW Henssler & Associates Ltd. 0.28% Reduce -0.7% 25,389 $4.9M
Colonial Trust Advisors 0.43% Reduce -10.1% 28,727 $4.9M
Amalgamated Bank 0.04% Reduce -2.1% 28,667 $4.9M
Prentiss Smith & Co. Inc. 3.17% Reduce -0.1% 28,625 $4.8M
Tobam 1.48% Reduce -23.3% 28,589 $4.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +14.8% 28,278 $4.8M
Glassy Mountain Advisors, Inc. 1.63% Add +1.8% 28,194 $4.8M
Benedict Financial Advisors Inc. 1.15% Add +1.3% 28,088 $4.8M
United Services Automobile Association 0.15% No change 27,955 $4.7M
Brown Advisory Inc. 0.01% Reduce -2.3% 27,675 $4.7M
Equitable Holdings, Inc. 0.04% Add +4.4% 27,655 $4.7M
Covington Investment Advisors Inc. 0.70% Reduce -15.2% 27,651 $4.7M
Richard C. Young & CO., LTD. 0.51% Reduce -52.1% 27,534 $4.7M
Atria Wealth Solutions, Inc. 0.05% Add +19.7% 27,342 $4.6M
Mengis Capital Management, Inc. 0.94% Add +2.5% 27,065 $4.6M
Wealthfront Advisers LLC 0.01% Add +62.7% 27,055 $4.6M
Stansberry Asset Management, LLC 0.63% Reduce -3.1% 26,846 $4.5M
Birmingham Capital Management Co. Inc. 1.68% Reduce -10.3% 26,831 $4.5M
Glenmede Trust Co. NA 0.02% Reduce -7.1% 26,622 $4.5M
Intech Investment Management LLC 0.04% Add +135.7% 26,530 $4.5M
Bridgewater Associates 0.02% Reduce -31.8% 26,523 $4.5M
Hudson Edge Investment Partners Inc. 0.83% Reduce -5.7% 26,467 $4.5M
Heritage Investors Management Corp. 0.14% Reduce -0.3% 26,130 $4.4M
First Fiduciary Investment Counsel, Inc. 0.89% Reduce -1.2% 25,815 $4.4M
Virtu Financial LLC 0.22% Add +76.5% 25,007 $4.2M
Parthenon LLC 0.50% Add +1.6% 24,615 $4.2M
Insight Wealth Strategies, LLC 0.56% Add +18.6% 24,545 $4.2M
Utah Retirement Systems 0.05% Add +0.4% 24,294 $4.1M
Intact Investment Management Inc. 0.14% Reduce -23.2% 24,200 $4.1M
Prospera Financial Services Inc 0.09% Add +106.5% 24,022 $4.1M
Exchange Traded Concepts, LLC 0.08% Add +141.9% 23,796 $4.0M
MML Investors Services, LLC 0.01% Add +1.4% 23,622 $4.0M
Mercer Global Advisors Inc. 0.01% Reduce -90.7% 23,497 $4.0M
Liberty One Investment Management, LLC 0.43% Add +10.8% 23,259 $3.9M
IMC-Chicago, LLC 0.11% New 23,240 $3.9M
Cresset Asset Management, LLC 0.02% Reduce -24.7% 23,222 $3.9M
Fiduciary Trust Co 0.05% Reduce -4.2% 22,951 $3.9M
ProShare Advisors LLC 0.01% Add +9.6% 22,793 $3.9M
Advisory Services Network, LLC 0.07% Reduce -21.1% 22,439 $3.8M
LVM Capital Management Ltd. 0.41% Reduce -63.3% 22,315 $3.8M
TrueMark Investments, LLC 1.21% Add +4.5% 22,292 $3.8M
Country Club Bank 0.25% Reduce -4.7% 22,268 $3.8M
Appleton Partners Inc. 0.28% Reduce -23.4% 22,081 $3.7M
New York Life Investment Management LLC 0.04% Reduce -1.8% 22,004 $3.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -3.2% 21,981 $3.7M
Orion Portfolio Solutions, LLC 0.04% Reduce -3.2% 21,981 $3.7M
Yacktman Asset Management 0.04% No change 21,950 $3.7M
Bayesian Capital Management, LP 0.45% New 21,902 $3.7M
Xponance LLC 0.03% Reduce -0.5% 21,837 $3.7M
Bokf, NA 0.06% Reduce -1.8% 23,376 $3.7M
Eliot Finkel Investment Counsel, LLC 2.31% Add +36.2% 21,460 $3.6M
Police & Firemen's Retirement System of New Jersey 0.03% — 21,107 $3.6M
State of Alaska, Department of Revenue 0.04% Reduce -47.6% 21,045 $3.6M
Fragasso Financial Advisors Inc 0.27% Reduce -5.5% 20,952 $3.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.5% 20,876 $3.5M
Ancora Advisors LLC 0.08% Reduce -12.7% 20,812 $3.5M
Atria Investments, Inc 0.04% Reduce -43.6% 20,801 $3.5M
AMG National Trust Bank 0.10% Add +0.2% 20,634 $3.5M
Signature Wealth Management Group 1.40% New 20,503 $3.5M
Pathstone Holdings, LLC 0.02% Reduce -16.1% 20,331 $3.4M
Mesirow Financial Investment Management, Inc. 0.07% Reduce -2.5% 20,169 $3.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.1% 20,067 $3.4M
Virginia Wealth Management Group, Inc. 2.10% Add +3.1% 20,052 $3.4M
Ironwood Investment Counsel, LLC 0.58% Reduce -2.3% 20,004 $3.4M
Bright Rock Capital Management, LLC 0.72% No change 20,000 $3.4M
Taconic Capital Advisors LP 0.26% New 19,850 $3.4M
Central Bank & Trust Co. 0.51% Reduce -10.6% 19,823 $3.4M
Bank of Nova Scotia 0.01% Add +4.7% 19,782 $3.4M
Cape Cod Five Cents Savings Bank 0.30% No change 17,441 $3.3M
Snowden Capital Advisors LLC 0.10% Add +0.8% 19,631 $3.3M
Vontobel Holding Ltd. 0.01% Reduce -25.9% 19,569 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -2.4% 19,542 $3.3M
Achmea Investment Management B.V. 0.05% Add +7.4% 19,493 $3.3M
Marshall Wace, LLP 0.00% Add +47.1% 19,441 $3.3M
Absher Wealth Management, LLC 0.43% Add +7.5% 19,392 $3.3M
Daiwa Securities Group Inc. 0.01% Add +6.7% 19,349 $3.3M
Nissay Asset Management Corp. /Japan 0.02% Add +0.8% 19,018 $3.3M
Carderock Capital Management Inc. 0.80% Reduce -7.8% 18,816 $3.2M
Poehling Capital Management, INC. 0.78% Add +7.0% 18,773 $3.2M
Public Sector Pension Investment Board 0.01% Add +186.3% 18,522 $3.1M
Kestra Advisory Services, LLC 0.02% Reduce -14.6% 18,478 $3.1M
Merit Financial Group, LLC 0.06% Add +80.1% 18,369 $3.1M
Rockefeller Capital Management L.P. 0.01% Add +16.5% 18,297 $3.1M
Walleye Trading LLC 0.06% New 18,147 $3.1M
Peapack Gladstone Financial Corp. 0.04% Reduce -10.3% 18,077 $3.1M
Vanguard Personalized Indexing Management, LLC 0.05% Add +13.2% 17,998 $3.0M
Azimuth Capital Investment Management LLC 0.12% Add +24.4% 17,860 $3.0M
Coston, McIsaac & Partners 0.90% Reduce -9.5% 17,855 $3.0M
Mutual of America Capital Management LLC 0.03% Reduce -2.7% 17,674 $3.0M
Hohimer Wealth Management, LLC 0.57% Reduce -18.9% 17,550 $3.0M
Dana Investment Advisors, Inc. 0.10% Add +5.2% 17,540 $3.0M
Hamilton Point Investment Advisors, LLC 0.53% Reduce -9.9% 17,505 $3.0M
Sage Capital Advisors,llc 0.77% Reduce -5.1% 17,370 $2.9M
D.A. Davidson & Co. 0.02% Reduce -26.3% 17,267 $2.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +36.7% 17,235 $2.9M
Panagora Asset Management Inc. 0.01% Add +37.9% 17,209 $2.9M
Amica Mutual Insurance Co. 0.30% No change 17,075 $2.9M
Axxcess Wealth Management, LLC 0.07% Add +0.8% 17,003 $2.9M
Capital International Sarl 0.07% Add +526.0% 16,809 $2.8M
Beacon Pointe Advisors, LLC 0.03% Reduce -3.6% 16,751 $2.8M
Innovative Advisory Group, LLC 2.51% — 16,635 $2.8M
Concorde Financial Corp 1.67% Add +8.6% 16,536 $2.8M
44 Wealth Management LLC 1.07% Reduce -5.1% 16,387 $2.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -1.9% 17,858 $2.7M
Sanctuary Advisors, LLC 0.02% Reduce -1.4% 17,998 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.5% 16,126 $2.7M
Alaska Permanent Fund Corp 0.04% No change 16,075 $2.7M
Bragg Financial Advisors, Inc 0.11% Add +16.0% 15,926 $2.7M
Kerusso Capital Management LLC 1.72% Add +116.1% 15,919 $2.7M
Stonebridge Capital Advisors LLC 0.22% Add +39.7% 15,918 $2.7M
Culbertson A N & Co. Inc. 0.43% Reduce -7.5% 15,877 $2.7M
CIBC Private Wealth Group LLC 0.00% Reduce -2.5% 16,557 $2.7M
Value Partners Investments Inc. 1.50% Reduce -2.3% 15,721 $2.7M
UniSuper Management Pty Ltd 0.02% Add +30.5% 15,603 $2.6M
Carret Asset Management, LLC 0.29% Reduce -14.8% 15,500 $2.6M
Elo Mutual Pension Insurance Co 0.05% Add +15.4% 15,138 $2.6M
Quantitative Investment Management, LLC 0.19% New 15,062 $2.5M
Eukles Asset Management 1.08% Reduce -5.2% 14,904 $2.5M
Avanza Fonder AB 0.07% — 14,861 $2.5M
Alliance Wealth Advisors, LLC 0.65% Add +3.0% 14,830 $2.5M
Pittenger & Anderson Inc. 0.09% Reduce -6.4% 14,724 $2.5M
Hussman Strategic Advisors, Inc. 0.74% Reduce -30.0% 14,700 $2.5M
Sierra Legacy Group 2.28% — 14,658 $2.5M
1832 Asset Management L.P. 0.00% Add +10.5% 14,405 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -62.9% 14,373 $2.4M
UMB Bank, n.a. 0.04% Reduce -5.6% 14,355 $2.4M
Lombard Odier Asset Management (Switzerland) SA 0.18% Add +18.9% 14,312 $2.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -42.1% 14,308 $2.4M
Turtle Creek Wealth Advisors, LLC 0.56% Reduce -35.9% 14,252 $2.4M
Colonial Trust Co / SC 0.36% Reduce -9.8% 14,251 $2.4M
First Manhattan Co. Llc. 0.01% Reduce -36.1% 14,180 $2.4M
Inkwell Capital LLC 2.55% — 14,096 $2.4M
Mizuho Securities USA LLC 0.04% Add +46.2% 14,002 $2.4M
Candriam S.C.A. 0.01% Add +18.6% 13,997 $2.4M
HBW Advisory Services LLC 0.24% Add +1.4% 13,977 $2.4M
DT Investment Partners, LLC 0.20% Reduce -32.5% 13,951 $2.4M
Capstone Investment Advisors, LLC 0.03% Add +138.1% 13,940 $2.4M
Summit Place Financial Advisors, LLC 1.34% Reduce -4.2% 13,938 $2.4M
Thrive Capital Management, LLC 1.08% Add +58.4% 13,878 $2.4M
Venture Visionary Partners LLC 0.10% Reduce -70.2% 13,821 $2.3M
Morgan Dempsey Capital Management LLC 0.94% Reduce -20.3% 13,772 $2.3M
Chesley Taft & Associates LLC 0.11% Reduce -0.9% 13,694 $2.3M
Empire Financial Management Company, LLC 0.72% Reduce -9.3% 13,572 $2.3M
Tocqueville Asset Management L.P. 0.04% Reduce -45.7% 13,531 $2.3M
O'shaughnessy Asset Management, LLC 0.02% Reduce -17.6% 13,235 $2.2M
Assetmark, Inc. 0.01% Add +0.5% 13,183 $2.2M
NorthCrest Asset Manangement, LLC 0.07% Add +1.4% 13,103 $2.2M
Hennessy Advisors Inc. 0.07% Reduce -5.8% 13,100 $2.2M
IFP Advisors, Inc 0.07% Add +86.4% 12,992 $2.2M
Tidal Investments LLC 0.02% Add +55.0% 12,959 $2.2M
Amiral Gestion 1.38% — 12,933 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -12.4% 12,928 $2.2M
Auxier Asset Management LLC 0.34% Add +16.0% 12,885 $2.2M
Federation des caisses Desjardins du Quebec 0.01% Reduce -64.5% 12,854 $2.2M
Rafferty Asset Management, LLC 0.01% Add +12.5% 12,825 $2.2M
CENTRAL TRUST Co 0.05% Reduce -1.7% 12,798 $2.2M
American Trust 0.16% Reduce -32.8% 12,674 $2.1M
Oregon Public Employees Retirement Fund 0.04% Reduce -0.1% 12,666 $2.1M
TD Waterhouse Canada Inc. 0.02% Add +17.9% 12,591 $2.1M
Kentucky Farm Bureau Mutual Insurance Co 0.48% No change 12,500 $2.1M
Argyle Capital Management, LLC 0.83% No change 12,473 $2.1M
Jones Financial Companies LLLP 0.00% Add +20.6% 12,403 $2.1M
Siemens Fonds Invest GmbH 0.22% Add +9.7% 12,371 $2.1M
Alps Advisors Inc. 0.01% Reduce -0.3% 12,299 $2.1M
Next Level Private LLC 0.84% No change 12,251 $2.1M
Metis Global Partners, LLC 0.06% Add +2.5% 12,170 $2.1M
Belpointe Asset Management LLC 0.12% Add +26.2% 10,663 $2.1M
Pacer Advisors, Inc. 0.00% Reduce -21.9% 12,013 $2.0M
Portfolio Design Labs, LLC 0.41% Add +23.3% 11,905 $2.0M
R.H. Dinel Investment Counsel, Inc. 1.31% No change 11,590 $2.0M
Valeo Financial Advisors, LLC 0.05% Add +3.2% 11,567 $2.0M
Robeco Institutional Asset Management B.V. 0.00% Add +1.7% 11,516 $2.0M
Nomura Holdings Inc. 0.01% New 11,516 $2.0M
Gulf International Bank (UK) Ltd 0.05% Reduce -1.1% 11,518 $1.9M
Elevate Capital Advisors, LLC 1.71% — 11,448 $1.9M
Hazlett, Burt & Watson, Inc. 0.85% Add +0.3% 11,354 $1.9M
Knollwood Investment Advisory, LLC 0.20% No change 11,268 $1.9M
Captrust Financial Advisors 0.01% Reduce -5.9% 11,215 $1.9M
Avantax Advisory Services, Inc. 0.01% Reduce -34.3% 11,179 $1.9M
Keybank National Association 0.01% Reduce -5.3% 11,100 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% No change 11,011 $1.9M
Ami Investment Management Inc. 0.61% Add +2.7% 11,005 $1.9M
Brookstone Capital Management 0.03% Add +8.0% 10,912 $1.8M
ICW Investment Advisors LLC 0.77% Add +0.5% 10,844 $1.8M
Lederer & Associates Investment Counsel 1.28% Add +10.1% 10,844 $1.8M
Wallace Capital Management Inc. 0.25% Add +0.9% 10,770 $1.8M
Griffin Asset Management, Inc. 0.21% Reduce -24.1% 10,714 $1.8M
Physicians Financial Services, Inc. 0.55% Add +1.9% 10,668 $1.8M
Sowell Financial Services LLC 0.09% New 10,378 $1.8M
Cim, LLC 0.25% Add +0.9% 10,339 $1.8M
Tower Research Capital LLC (TRC) 0.03% Add +71.5% 10,325 $1.7M
Wellington Wealth Strategies, LLC. 1.58% New 10,788 $1.7M
Greenleaf Trust 0.02% Reduce -21.4% 10,237 $1.7M
Jamison Private Wealth Management, Inc. 0.26% Add +17.0% 10,212 $1.7M
Zurich Insurance Group Ltd 0.01% New 10,200 $1.7M
Eisler Capital Management Ltd. 0.06% — 10,229 $1.7M
Kentucky Retirement Systems 0.05% Reduce -1.4% 10,148 $1.7M
Wescott Financial Advisory Group, LLC 0.18% Reduce -0.1% 9,993 $1.7M
Y-Intercept (Hong Kong) Ltd 0.11% New 9,991 $1.7M
Westhampton Capital, LLC 0.86% No change 9,947 $1.7M
MOKAN Wealth Management Inc. 1.06% — 9,863 $1.7M
Lantz Financial LLC 0.44% Reduce -2.0% 9,823 $1.7M
Quantbot Technologies LP 0.06% Reduce -66.3% 9,751 $1.7M
Citizens Financial Group Inc. 0.03% Add +4.4% 9,748 $1.7M
Leavell Investment Management, Inc. 0.08% No change 9,744 $1.7M
Toth Financial Advisory Corp. 0.19% Reduce -17.4% 9,683 $1.6M
Kestra Private Wealth Services, LLC 0.03% Reduce -30.4% 9,636 $1.6M
Fortis Capital Advisors, LLC 0.56% Add +31.5% 8,421 $1.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.17% Reduce -0.7% 9,597 $1.6M
Campbell Newman Asset Management Inc. 0.13% Reduce -86.0% 9,570 $1.6M
Smithfield Trust Co 0.08% Reduce -8.4% 9,374 $1.6M
Concurrent Investment Advisors, LLC 0.04% Reduce -14.0% 9,333 $1.6M
Moors & Cabot, Inc. 0.07% Add +3.2% 9,301 $1.6M
Bath Savings Trust Co 0.16% Reduce -19.2% 9,299 $1.6M
&partners 0.02% Add +50.6% 9,479 $1.6M
Acadian Asset Management LLC 0.00% Add +3.1% 9,102 $1.5M
Hartford Investment Management Co. 0.05% Reduce -1.9% 9,081 $1.5M
Two Sigma Investments, LP 0.00% Reduce -36.7% 8,990 $1.5M
Weaver C. Barksdale & Associates, Inc. 1.45% Reduce -2.4% 8,974 $1.5M
Generali Asset Management SPA SGR 0.04% — 8,908 $1.5M
Lafayette Investments, Inc. 0.32% Reduce -0.9% 8,901 $1.5M
OV Management LLC 0.69% Add +9.2% 8,742 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -2.0% 8,739 $1.5M
Teacher Retirement System of Texas 0.01% New 8,711 $1.5M
Prudential PLC 0.01% Reduce -39.3% 8,683 $1.5M
Shelton Capital Management 0.04% No change 8,670 $1.5M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.09% Add +0.0% 8,628 $1.5M
LCNB Corp. 0.53% No change 8,618 $1.5M
Integrated Wealth Concepts LLC 0.02% Reduce -22.2% 8,616 $1.5M
Ascent Group, LLC 0.11% Add +11.2% 8,552 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -2.8% 8,351 $1.4M
DoubleLine ETF Adviser LP 0.38% Add +2.5% 8,424 $1.4M
Pensionfund Sabic 0.37% Add +55.6% 8,400 $1.4M
Settian Capital LP 1.03% No change 8,400 $1.4M
CoreCap Advisors, LLC 0.06% Add +14.4% 8,292 $1.4M
Hutner Capital Management Inc. 0.68% Reduce -0.4% 8,291 $1.4M
Castle Rock Wealth Management, LLC 0.33% Reduce -0.6% 8,860 $1.4M
Commerce Bank 0.01% Reduce -12.7% 8,235 $1.4M
QRG Capital Management, Inc. 0.01% Add +6.0% 8,196 $1.4M
Cornerstone Advisors, LLC 0.05% No change 8,100 $1.4M
J.P. Marvel Investment Advisors, LLC 0.22% No change 8,000 $1.4M
Caption Management, LLC 0.06% New 8,000 $1.4M
Allegheny Financial Group 0.35% Add +16.3% 7,999 $1.4M
Plato Investment Management Ltd 0.10% No change 7,881 $1.3M
Louisiana State Employees Retirement System 0.03% Reduce -4.8% 7,900 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -2.6% 7,896 $1.3M
Modera Wealth Management, LLC 0.02% Reduce -3.6% 7,854 $1.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.52% No change 7,842 $1.3M
iA Global Asset Management Inc. 0.02% Add +325.3% 7,808 $1.3M
Maryland State Retirement & Pension System 0.03% Reduce -7.8% 7,776 $1.3M
Harvest Investment Advisors, LLC 0.91% Add +2.9% 7,772 $1.3M
Herold Advisors, Inc. 0.28% Add +3.1% 7,711 $1.3M
Hennion & Walsh Asset Management, Inc. 0.06% Add +13.3% 7,634 $1.3M
Savant Capital, LLC 0.01% Reduce -19.2% 7,582 $1.3M
Promethium Advisors,llc 0.87% Reduce -0.3% 7,518 $1.3M
Evexia Wealth LLC 0.43% Reduce -12.3% 8,179 $1.3M
Pacific Point Advisors, LLC 0.77% — 8,701 $1.3M
CCM Investment Group, LLC 0.14% — 7,441 $1.3M
Ethic Inc. 0.03% Add +4.4% 7,397 $1.3M
Oliver Lagore Vanvalin Investment Group 0.32% Add +10.8% 7,357 $1.2M
Ferguson Wellman Capital Management, Inc. 0.02% Add +0.1% 7,355 $1.2M
Arnhold LLC 0.12% No change 7,279 $1.2M
RFG Advisory, LLC 0.03% Reduce -24.3% 7,265 $1.2M
Huntington National Bank 0.01% Reduce -11.1% 7,252 $1.2M
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.7% 7,202 $1.2M
Wealthquest Corp 0.10% No change 7,201 $1.2M
Asset Advisors Investment Management, LLC 0.13% No change 7,200 $1.2M
Swiss Life Asset Management Ltd 0.01% Reduce -32.9% 7,202 $1.2M
Klein Pavlis & Peasley Financial, Inc. 0.98% Add +1.5% 7,182 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -13.3% 7,150 $1.2M
Geneos Wealth Management Inc. 0.04% Reduce -65.4% 7,127 $1.2M
Tiaa Trust, National Association 0.00% Reduce -4.4% 7,119 $1.2M
Composition Wealth, LLC 0.02% New 7,083 $1.2M
New Mexico Educational Retirement Board 0.04% Reduce -1.4% 7,078 $1.2M
Cwm, LLC 0.01% Reduce -12.3% 7,053 $1.2M
Parr McKnight Wealth Management Group, LLC 0.17% — 7,031 $1.2M
Commonwealth Retirement Investments LLC 0.49% Reduce -9.1% 7,023 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -1.0% 6,902 $1.2M
Woodstock Corp. 0.11% Add +34.8% 6,896 $1.2M
Crossmark Global Holdings, Inc. 0.02% Reduce -23.1% 6,890 $1.2M
SlateStone Wealth, LLC 0.11% Add +11.3% 6,881 $1.2M
RKL Wealth Management LLC 0.10% Reduce -4.4% 6,877 $1.2M
Haverford Trust Co 0.01% Reduce -2.6% 6,855 $1.2M
Allianz SE 0.03% No change 6,872 $1.2M
Burns J W & Co. Inc. 0.15% Reduce -7.2% 6,825 $1.2M
Flagship Harbor Advisors, LLC 0.06% Add +57.4% 6,810 $1.2M
William Allan Corp 0.71% Reduce -7.4% 6,808 $1.2M
London Co. of Virginia 0.01% No change 6,808 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -13.8% 6,802 $1.2M
Prosperity Consulting Group, LLC 0.09% Reduce -30.7% 6,771 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -61.5% 6,774 $1.1M
Lido Advisors, LLC 0.01% Add +232.6% 6,665 $1.1M
NewEdge Wealth, LLC 0.02% Reduce -21.2% 6,655 $1.1M
Clearstead Advisors, LLC 0.02% Add +21.8% 6,647 $1.1M
Gouws Capital LLC 0.77% No change 6,600 $1.1M
Howland Capital Management LLC 0.05% Reduce -22.6% 6,596 $1.1M
RiverFront Investment Group, LLC 0.03% Add +324.3% 6,577 $1.1M
Lipe & Dalton 0.59% Add +0.0% 6,567 $1.1M
RB Capital Management, LLC 0.27% Add +0.8% 6,514 $1.1M
Flputnam Investment Management Co. 0.02% Add +6.3% 6,508 $1.1M
CreativeOne Wealth, LLC 0.03% Reduce -21.8% 6,501 $1.1M
Financial Counselors Inc. 0.02% Reduce -1.1% 6,451 $1.1M
Ossiam 0.02% Reduce -58.7% 6,444 $1.1M
Norinchukin Bank, The 0.02% Add +7.4% 6,376 $1.1M
Tempus Wealth Planning, LLC 0.33% Add +4.1% 6,368 $1.1M
Allworth Financial LP 0.01% Add +129.7% 7,122 $1.1M
Roundview Capital LLC 0.07% Reduce -28.2% 6,324 $1.1M
Park Avenue Securities LLC 0.01% Add +11.5% 6,293 $1.1M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -10.8% 6,285 $1.1M
Intellectus Partners, LLC 0.24% Add +6.7% 6,269 $1.1M
IFG Advisory, LLC 0.06% New 6,261 $1.1M
NewEdge Advisors, LLC 0.01% Add +5.6% 6,242 $1.1M
OMERS ADMINISTRATION Corp 0.01% Add +20.0% 6,236 $1.1M
Crew Capital Management, Ltd 0.88% Add +18.7% 6,226 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +9.2% 6,196 $1.0M
Wedbush Securities Inc. 0.04% Reduce -36.5% 6,149 $1.0M
DJE Kapital AG 0.02% — 6,100 $1.0M
Jacobi Capital Management LLC 0.08% Add +27.4% 6,104 $1.0M
NEOS Investment Management LLC 0.02% Add +25.6% 6,073 $1.0M
GTS Securities LLC 0.05% Reduce -82.7% 6,053 $1.0M
Massachusetts Wealth Management 0.63% No change 6,007 $1.0M
Principal Securities, Inc. 0.02% Add +9.5% 6,007 $1.0M
Neuberger Berman Group LLC 0.00% Reduce -64.1% 5,972 $1.0M
Wealthspire Advisors, LLC 0.01% Add +9.5% 5,949 $1.0M
Elevation Point Wealth Partners, LLC 0.08% Reduce -58.5% 5,920 $1.0M
Novem Group 0.15% — 5,889 $997K
Smith, Moore & Co. 0.09% Reduce -8.3% 5,856 $992K
Pine Valley Investments Ltd Liability Co 0.06% Add +2.4% 5,833 $988K
Pollock Investment Advisors, LLC 0.79% — 5,750 $974K
Waterfront Wealth Inc. 0.24% Add +1.4% 5,744 $973K
Philadelphia Trust Co. 0.07% Reduce -4.5% 5,709 $967K
Farther Finance Advisors, LLC 0.03% Reduce -11.3% 5,648 $956K
Bluespring Wealth Management, LLC 0.10% Reduce -10.5% 5,622 $952K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5,600 $948K
Banco Santander, S.A. 0.01% Reduce -52.7% 5,583 $945K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +1.3% 5,546 $939K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -19.4% 5,529 $936K
Marathon Trading Investment Management LLC 0.16% New 5,500 $931K
Moloney Securities Asset Management, LLC 0.13% Add +55.1% 5,492 $930K
GAMMA Investing LLC 0.08% Add +35.4% 5,489 $930K
Benin Management CORP 0.25% Reduce -29.0% 5,454 $924K
Private Trust Co. NA 0.09% Add +1.5% 5,438 $921K
Van Cleef Asset Management,Inc 0.10% Add +0.5% 5,398 $914K
Busey Bank 0.03% Reduce -0.2% 5,387 $912K
Fort Washington Investment Advisors Inc. 0.01% No change 5,379 $911K
Sequoia Financial Advisors, LLC 0.01% Add +34.6% 5,328 $902K
Whittier Trust Co. of Nevada Inc. 0.02% No change 5,327 $902K
Hunter Associates Investment Management LLC 0.14% Reduce -5.4% 5,299 $897K
IHT Wealth Management, LLC 0.03% Reduce -53.0% 5,235 $887K
Harbour Investments, Inc. 0.03% Reduce -8.4% 5,209 $882K
Atlantic Union Bankshares Corp 0.05% Reduce -6.3% 5,205 $881K
Wendell David Associates Inc. 0.09% Reduce -15.6% 5,195 $880K
Marshall Financial Group, LLC 0.21% Add +5.3% 5,177 $877K
Winnacle Wealth LLC 0.87% — 5,394 $876K
Intelligent Financial Strategies 0.48% Reduce -3.5% 5,157 $873K
Apollon Wealth Management, LLC 0.02% Reduce -44.0% 5,136 $870K
Lindsell Train Ltd 0.02% No change 5,100 $864K
Andra AP-fonden 0.01% New 5,100 $864K
Empirical Finance, LLC 0.05% Reduce -1.0% 5,054 $856K
Chilton Capital Management LLC 0.04% Reduce -2.1% 5,045 $854K
Oxler Private Wealth LLC 0.28% Reduce -5.5% 5,037 $853K
Prescott Group Capital Management, L.L.C. 0.11% No change 5,000 $847K
Aureus Asset Management, LLC 0.05% Reduce -1.0% 5,000 $847K
Bradley Foster & Sargent Inc. 0.01% Reduce -27.9% 4,963 $840K
Burke & Herbert Bank & Trust Co. 0.20% Reduce -2.5% 4,950 $838K
Meyer Handelman Co. 0.03% No change 4,800 $813K
Horizon Investments, LLC 0.02% Add +0.6% 4,798 $813K
Mitchell McLeod Pugh & Williams Inc. 0.17% Add +86.9% 4,782 $810K
Peak Retirement Planning, Inc. 0.55% — 4,770 $807K
Lazard Asset Management LLC 0.00% Reduce -50.9% 4,762 $805K
Stegent Equity Advisors, Inc. 0.82% Reduce -6.3% 4,743 $803K
Glenview Trust Co 0.01% Add +3.5% 4,739 $803K
Welch & Forbes LLC 0.01% Reduce -0.6% 4,698 $796K
Arete Wealth Advisors, LLC 0.06% Add +31.1% 4,703 $795K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 4,691 $794K
Aaron Wealth Advisors LLC 0.09% Add +12.1% 4,681 $793K
Freedom Investment Management, Inc. 0.07% Add +9.0% 4,661 $789K
Sylvest Advisors, LLC 0.48% — 4,652 $788K
Pinnacle Financial Partners Inc 0.02% Add +1.1% 4,451 $788K
Impact Partnership Wealth, LLC 0.16% New 4,604 $780K
NBT Bank, N.A. 0.05% Reduce -8.1% 4,599 $779K
SG Americas Securities, LLC 0.00% Reduce -96.5% 4,579 $775K
Forvis Mazars Wealth Advisors, LLC 0.02% No change 4,573 $774K
Forum Financial Management, LP 0.01% Add +10.6% 4,568 $774K
Guardian Asset Advisors, LLC 0.49% Reduce -49.2% 4,526 $766K
Board of the Pension Protection Fund 0.88% — 4,500 $762K
UNIVEST FINANCIAL Corp 0.05% Add +1.5% 4,500 $762K
Allstate Corp. 0.02% New 4,471 $757K
Advisors Capital Management, LLC 0.01% Reduce -20.0% 4,444 $753K
Clearbridge Investments, LLC 0.00% Reduce -18.4% 4,440 $752K
Jefferies Financial Group Inc. 0.01% Reduce -83.3% 4,430 $750K
Dorsey & Whitney Trust CO LLC 0.04% Add +1.1% 4,412 $747K
Select Asset Management & Trust 0.29% Add +252.2% 4,403 $746K
Woodmont Investment Counsel LLC 0.05% Reduce -9.9% 4,375 $741K
Key Financial Inc 0.17% No change 4,362 $739K
Mission Wealth Management, LP 0.02% New 4,360 $738K
KFG Wealth Management, LLC 0.14% Add +21.3% 4,357 $738K
Verdence Capital Advisors LLC 0.06% Add +0.3% 4,327 $733K
Summit Global Investments 0.05% Reduce -0.8% 4,313 $730K
Helios Capital Management Pte. Ltd. 0.42% No change 4,300 $728K
Schulhoff & Co. Inc. 0.27% Add +2.8% 4,296 $728K
AE Wealth Management LLC 0.01% Add +8.1% 4,282 $725K
Koshinski Asset Management, Inc. 0.06% Add +6.4% 4,272 $724K
Portside Wealth Group, LLC 0.12% Add +12.3% 4,262 $722K
Gabelli Funds LLC 0.01% Add +6.3% 4,250 $720K
Money Concepts Capital Corp. 0.05% Add +8.0% 4,245 $719K
Trivant Custom Portfolio Group, LLC 0.42% Reduce -28.1% 4,223 $715K
Wealth Group, Ltd. 0.46% Add +2.3% 4,224 $715K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.9% 4,206 $712K
Precedent Wealth Partners, LLC 0.23% Add +2.6% 4,183 $708K
Tokio Marine Asset Management Co. Ltd. 0.03% Reduce -1.7% 4,157 $704K
Caldwell Sutter Capital, Inc. 0.33% Add +14.2% 4,150 $703K
Applied Finance Capital Management, LLC 0.03% Reduce -0.3% 4,142 $701K
Florida Financial Advisors, LLC 0.31% Add +23.1% 4,129 $699K
River Wealth Advisors LLC 0.09% Reduce -6.7% 4,114 $697K
Retirement Guys Formula LLC 0.35% Add +9.1% 4,070 $689K
Arthur M. Cohen & Associates, LLC 0.12% Reduce -35.6% 4,052 $686K
Stonebridge Financial Group, LLC 0.08% — 4,042 $685K
Sound View Wealth Advisors Group, LLC 0.06% Add +4.6% 4,039 $684K
Grandview Asset Management LLC 0.25% New 4,007 $679K
Intrust Bank NA 0.07% Reduce -3.6% 4,009 $679K
Marquette Asset Management, LLC 0.11% No change 4,000 $677K
Gifford Fong Associates 0.17% No change 4,000 $677K
Cullen/Frost Bankers, Inc. 0.01% Add +2.4% 3,994 $676K
Lowe Brockenbrough & Co. Inc. 0.04% Add +2.2% 3,987 $675K
Formidable Asset Management, LLC 0.11% Reduce -8.6% 3,974 $673K
Ethos Financial Group, LLC 0.09% Add +59.8% 3,962 $671K
Independent Wealth Network Inc. 0.27% Reduce -8.1% 3,951 $669K
Avidian Wealth Enterprises, LLC 0.03% Reduce -0.6% 3,944 $668K
Trail Ridge Investment Advisors, LLC 0.32% Add +0.2% 3,931 $666K
Commerzbank Aktiengesellschaft 0.02% Add +36.4% 3,939 $665K
Napatree Capital LLC 0.39% Add +2.3% 3,926 $665K
BLB&B Advisors, LLC 0.03% Reduce -2.5% 3,920 $664K
Farmers Trust Co. 0.12% Add +4.0% 3,913 $663K
Pettyjohn, Wood & White, Inc. 0.12% Add +9.7% 3,900 $660K
Silver Coast Investments LLC 0.25% Add +3.5% 3,898 $660K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -29.9% 3,899 $660K
Cassaday & Co Wealth Management LLC 0.02% Add +0.7% 3,883 $658K
Clark & Stuart, Inc 0.48% — 3,860 $654K
Tevis Investment Management 0.48% New 3,855 $653K
Valley Forge Investment Consultants Inc. Adv 0.22% No change 3,850 $652K
Alhambra Investment Management LLC 0.33% Add +12.5% 3,840 $650K
Fullcircle Wealth LLC 0.27% Add +187.5% 4,033 $649K
HighPoint Advisor Group LLC 0.04% Reduce -3.3% 4,098 $648K
Parallel Advisors, LLC 0.01% Reduce -14.4% 3,809 $645K
NORTHSTAR ASSET MANAGEMENT Co 0.15% No change 3,800 $644K
First Command Advisory Services, Inc. 0.01% No change 3,777 $640K
Gen-Wealth Partners Inc 0.27% Add +28.4% 3,714 $629K
Entropy Technologies, LP 0.06% Reduce -42.6% 3,705 $627K
StoneX Group Inc. 0.03% Add +20.8% 3,688 $625K
HM Payson & Co. 0.01% Reduce -0.1% 3,687 $624K
Harvey Investment Co. LLC 0.07% No change 3,674 $622K
CW Advisors, LLC 0.01% Reduce -65.3% 3,662 $620K
Diligent Investors, LLC 0.14% Reduce -5.2% 3,647 $618K
Dillon & Associates Inc. 0.09% Reduce -5.2% 3,632 $614K
OneDigital Investment Advisors LLC 0.01% Reduce -1.8% 3,623 $614K
Concourse Financial Group Securities, Inc. 0.03% Add +2.0% 4,058 $613K
CWA Asset Management Group, LLC 0.03% Reduce -3.7% 3,611 $612K
Midland Wealth Advisors, LLC 0.04% No change 3,600 $610K
First Hawaiian Bank 0.02% Reduce -7.0% 3,591 $608K
HB Wealth Management, LLC 0.01% Add +20.8% 3,585 $607K
Groupama Asset Managment 0.01% Reduce -52.9% 3,532 $596K
Claro Advisors Inc. 0.08% Reduce -38.5% 3,512 $595K
Bridge Creek Capital Management LLC 0.18% Add +15.8% 3,490 $591K
Arrow Financial Corp 0.06% Reduce -12.6% 3,488 $591K
Hixon Zuercher, LLC 0.23% Reduce -1.6% 3,463 $586K
Klingman & Associates, LLC 0.04% Reduce -1.4% 3,453 $585K
Ade, LLC 0.36% No change 3,420 $579K
Caprock Group, LLC 0.02% Add +10.5% 3,311 $561K
Aigen Investment Management, LP 0.10% New 3,310 $561K
Tarbox Family Office, Inc. 0.09% No change 3,309 $560K
Old National Bancorp 0.01% Add +8.4% 3,309 $560K
Buttonwood Financial Advisors Inc. 0.25% Add +4.4% 3,298 $559K
Sherbrooke Park Advisers LLC 0.18% New 3,292 $558K
West Family Investments, Inc. 0.19% Reduce -0.2% 3,267 $553K
Ipswich Investment Management Co., Inc. 0.13% No change 3,250 $550K
Towne Trust Company, N.A 0.19% Add +2.2% 3,240 $549K
Shum Financial Group, Inc. 0.47% Reduce -26.5% 3,233 $548K
America First Investment Advisors, LLC 0.12% No change 3,217 $545K
Tudor Investment Corporation 0.01% Add +15.4% 3,207 $543K
one8zero8, LLC 0.12% — 3,194 $541K
Summit Financial, LLC 0.02% Reduce -27.0% 3,189 $540K
Studio Investment Management LLC 0.11% Add +52.8% 3,173 $537K
Good Life Advisors, LLC 0.04% Reduce -37.3% 3,168 $536K
Field & Main Bank 0.19% Reduce -30.0% 3,160 $535K
Assenagon Asset Management S.A. 0.00% Reduce -93.7% 3,132 $530K
Callan Family Office, LLC 0.03% New 3,126 $529K
First National Trust Co 0.02% Reduce -0.5% 3,112 $527K
Somerset Trust Co 0.20% Reduce -23.5% 3,108 $526K
SPC Financial, Inc. 0.05% Reduce -34.1% 3,100 $525K
Sumitomo Life Insurance Co. 0.01% Reduce -3.3% 3,067 $519K
ARS Wealth Advisors Group, LLC 0.07% Add +12.9% 3,049 $516K
Avior Wealth Management, LLC 0.02% Add +6.1% 3,048 $516K
Kentucky Retirement Systems Insurance Trust Fund 0.09% Add +21.3% 5,305 $516K
Hamel Associates, Inc. 0.17% Reduce -82.3% 3,035 $514K
Oakworth Capital, Inc. 0.04% Reduce -2.4% 3,033 $514K
Old North State Wealth Management, LLC 0.29% New 3,031 $513K
Gotham Asset Management 0.00% Add +5.0% 3,019 $511K
Significant Wealth Partners LLC 0.26% Add +122.7% 3,013 $510K
Argent Trust Co 0.02% No change 3,002 $508K
Levin Capital Strategies, L.P. 0.05% Reduce -42.9% 3,000 $508K
Sandy Spring Bank 0.02% Reduce -1.8% 2,992 $507K
Tompkins Financial Corp. 0.05% Reduce -0.8% 2,991 $507K
Waters Parkerson & Co., LLC 0.03% No change 2,990 $506K
Advisory Alpha, LLC 0.02% Add +3.3% 2,988 $506K
WBH Advisory Inc. 0.05% Reduce -0.3% 2,971 $503K
Ledyard National Bank 0.05% Reduce -5.2% 2,966 $502K
Coldstream Capital Management Inc. 0.01% Add +20.0% 2,960 $501K
Lincoln Capital LLC 0.10% Reduce -2.0% 2,931 $496K
Tectonic Advisors LLC 0.03% New 2,926 $496K
Norden Group LLC 0.06% Add +0.2% 2,909 $493K
Hardman Johnston Global Advisors LLC 0.02% No change 2,900 $491K
Obermeyer Wealth Partners 0.03% Add +1.0% 2,888 $489K
Johnson Financial Group, Inc. 0.02% Add +95.1% 3,270 $488K
Quadcap Wealth Management, LLC 0.07% Add +51.2% 2,879 $488K
Leonteq Securities AG 0.05% Add +141.6% 2,844 $482K
International Assets Investment Management, LLC 0.04% Reduce -5.0% 2,842 $480K
Zions Bancorporation, N.A. 0.03% Add +50.7% 2,824 $478K
Lifeworks Advisors, LLC 0.09% Add +76.9% 2,812 $476K
EP Wealth Advisors, LLC 0.00% Reduce -21.5% 2,808 $476K
Robertson Stephens Wealth Management, LLC 0.02% Add +0.0% 2,784 $471K
Hudock, Inc. 0.08% Add +0.3% 2,772 $470K
First American Trust, FSB 0.05% Add +0.2% 2,770 $469K
Daymark Wealth Partners, LLC 0.02% Add +0.6% 2,768 $469K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Add +59.4% 2,721 $461K
Mgo One Seven LLC 0.02% Add +30.6% 2,718 $460K
Douglass Winthrop Advisors, LLC 0.01% No change 2,715 $460K
Essex Financial Services, Inc. 0.03% Reduce -0.1% 2,715 $460K
Faithward Advisors, LLC 0.08% Reduce -0.9% 2,711 $459K
Weatherly Asset Management L. P. 0.04% Reduce -3.8% 2,705 $458K
Somerville Kurt F 0.08% No change 2,700 $457K
Mechanics Bank Trust Department 0.06% Add +44.8% 2,700 $457K
Tower Bridge Advisors 0.05% No change 2,700 $457K
Texas Yale Capital Corp. 0.02% No change 2,700 $457K
Fifth Third Wealth Advisors LLC 0.02% Reduce -35.3% 2,699 $457K
Crestline Management, L.P. 0.02% Reduce -93.8% 2,692 $456K
Keeler Thomas Management LLC 0.16% Add +0.1% 2,672 $453K
Atwater Malick LLC 0.15% No change 2,661 $451K
Stevens Capital Management LP 0.18% New 2,654 $449K
Ballentine Partners, LLC 0.01% Reduce -15.3% 2,639 $447K
Sheets Smith Wealth Management 0.05% Add +0.9% 2,637 $447K
Waverly Advisors, LLC 0.01% Add +48.8% 2,635 $446K
Trust Co. of Vermont 0.02% No change 2,629 $445K
V-Square Quantitative Management LLC 0.06% Add +12.0% 2,626 $445K
Fernwood Investment Management, LLC 0.15% Reduce -13.2% 2,625 $445K
Main Street Financial Solutions, LLC 0.04% Add +0.1% 2,612 $442K
United Capital Financial Advisors, LLC 0.00% Reduce -19.0% 2,603 $441K
Investmark Advisory Group LLC 0.22% New 2,602 $441K
Hickory Point Bank & Trust 0.39% — 2,594 $439K
Dark Forest Capital Management LP 0.06% Add +20.9% 2,590 $439K
Mutual Advisors, LLC 0.01% Reduce -0.9% 2,830 $436K
Financial Advocates Investment Management 0.02% Add +20.7% 2,567 $435K
HBK Sorce Advisory LLC 0.01% Reduce -2.4% 2,552 $432K
Safe Harbor Fiduciary, LLC 0.44% Add +3.9% 2,541 $430K
Advisors Preferred, LLC 0.07% New 2,547 $430K
Valley Brook Capital Group, Inc. 0.32% Reduce -34.4% 2,530 $428K
Orrstown Financial Services Inc. 0.11% Reduce -1.8% 2,524 $427K
Columbia Asset Management 0.08% No change 2,524 $427K
Founders Financial Securities LLC 0.04% Add +6.2% 2,523 $427K
Allen Investment Management, LLC 0.00% Reduce -61.4% 2,520 $427K
Zhang Financial LLC 0.02% No change 2,507 $425K
Peoples Bank 0.29% No change 2,500 $423K
PFG Investments, LLC 0.03% Add +18.7% 2,496 $423K
J.W. Cole Advisors, Inc. 0.02% Reduce -25.3% 2,490 $422K
Aurdan Capital Management, LLC 0.16% — 2,490 $422K
Cardiff Park Advisors, LLC 0.04% Add +0.7% 2,488 $421K
Smart Money Group LLC 0.14% Add +9.2% 2,476 $419K
Conning Inc. 0.02% Add +21.4% 2,464 $417K
Ingalls & Snyder LLC 0.02% Add +10.7% 2,438 $413K
Navellier & Associates Inc. 0.05% Reduce -5.5% 2,427 $411K
Clark Wealth Partners 0.32% — 2,423 $410K
Triangle Securities Wealth Management 0.11% New 2,420 $410K
LifeGuide Financial Advisors, LLC 0.18% Add +0.8% 2,418 $409K
Independence Bank of Kentucky 0.06% Add +187.5% 2,415 $409K
Forte Capital LLC 0.05% Reduce -21.6% 2,409 $408K
American National Bank & Trust 0.04% Add +3.4% 2,373 $402K
Kathmere Capital Management, LLC 0.04% New 2,370 $401K
Enhancing Capital LLC 0.32% — 2,346 $397K
Joel Isaacson & Co., LLC 0.02% Add +18.0% 2,338 $396K
Vident Advisory, LLC 0.01% Add +4.2% 2,321 $393K
Inspirion Wealth Advisors, LLC 0.05% Add +0.5% 2,367 $392K
Chiron Capital Management, LLC 0.37% Add +109.3% 2,302 $390K
Edge Financial Advisors LLC 0.35% Add +0.8% 2,297 $389K
Outlook Wealth Advisors, LLC 0.11% Add +22.3% 2,296 $389K
Northeast Investment Management 0.02% No change 2,291 $388K
Meeder Advisory Services, Inc. 0.02% Reduce -15.5% 2,257 $382K
Stablepoint Partners, LLC 0.07% Reduce -8.2% 2,251 $381K
Global Retirement Partners, LLC 0.01% Add +5.0% 2,240 $379K
Choreo, LLC 0.01% Reduce -34.1% 2,243 $379K
CenterStar Asset Management, LLC 0.83% New 2,234 $378K
Sigma Planning Corp 0.01% Add +22.6% 2,234 $378K
Associated Banc-Corp 0.01% No change 2,226 $377K
Valley Wealth Managers, Inc. 0.03% Add +5.6% 2,219 $376K
Talon Private Wealth, LLC 0.08% New 2,213 $375K
KG Capital Management 0.12% Reduce -13.3% 2,205 $373K
Duncker Streett & Co. Inc. 0.07% Reduce -4.4% 2,192 $371K
Mufg Securities Americas Inc. 0.05% — 2,181 $369K
Beacon Financial Group 0.04% New 2,167 $367K
Abn Amro Investment Solutions 0.01% Reduce -24.2% 2,167 $367K
Insight Advisors, LLC/ PA 0.06% Reduce -1.6% 2,161 $365K
Signal Advisors Wealth, LLC 0.04% Add +20.3% 2,148 $364K
Foster Group, Inc. 0.01% Reduce -0.1% 2,141 $363K
Aurora Investment Counsel 0.20% Reduce -1.7% 2,133 $361K
Northstar Group, Inc. 0.06% Reduce -4.8% 2,132 $361K
Econ Financial Services Corp 0.21% Add +32.4% 2,119 $359K
Clear Harbor Asset Management, LLC 0.03% Add +22.2% 2,116 $358K
Tyler-Stone Wealth Management 0.06% Add +31.3% 2,114 $358K
Signaturefd, LLC 0.01% Reduce -1.8% 2,107 $357K
Capital Advisors Inc. 0.01% Add +6.7% 2,105 $356K
Meridian Investment Counsel Inc. 0.11% New 2,100 $356K
Choate Investment Advisors 0.01% Add +3.2% 2,079 $352K
Aft, Forsyth & Company, Inc. 0.17% Add +17.4% 2,072 $351K
Signature Estate & Investment Advisors LLC 0.01% Add +7.3% 2,065 $350K
J2 Capital Management Inc 0.33% — 2,053 $348K
Spinnaker Investment Group, LLC 0.08% New 2,053 $348K
Northeast Financial Group, Inc. 0.13% Add +0.2% 2,051 $348K
Jump Financial, LLC 0.01% Reduce -84.8% 2,047 $347K
Westpac Banking Corp. 0.02% No change 2,039 $345K
Edgestream Partners, L.P. 0.01% Add +1.5% 2,038 $345K
Graypoint LLC 0.02% New 2,037 $345K
Pinnacle West Asset Management, Inc. 0.24% Add +11.9% 2,020 $342K
WR Wealth Planners, LLC 0.11% Add +5.4% 2,019 $342K
Sunbelt Securities, Inc. 0.03% Add +63.6% 2,026 $342K
Vestia Personal Wealth Advisors 0.28% New 2,001 $339K
Citizens National Bank Trust Department 0.07% No change 2,000 $339K
Blue Edge Capital, LLC 0.05% No change 2,000 $339K
Ramirez Asset Management, Inc. 0.07% No change 1,989 $337K
Pinnacle Associates Ltd. 0.00% Reduce -13.5% 1,987 $337K
FineMark National Bank & Trust 0.01% No change 1,983 $336K
Integrated Advisors Network LLC 0.02% Reduce -16.7% 1,976 $335K
Crestwood Advisors Group, LLC 0.01% Add +1.0% 1,972 $334K
Wealth Advisors of Tampa Bay, LLC 0.14% No change 1,965 $333K
WMS Partners, LLC 0.02% Reduce -0.8% 1,954 $331K
Pavion Blue Capital, LLC 0.16% No change 1,952 $331K
Heritage Investment Group, Inc. 0.06% No change 1,936 $328K
MN Wealth Advisors, LLC 0.18% Add +0.3% 1,929 $327K
First National Bank & Trust Co. of Newtown 0.07% No change 1,916 $324K
Frank, Rimerman Advisors LLC 0.02% Add +2.0% 1,909 $323K
Grandfield & Dodd, LLC 0.02% No change 1,897 $321K
Profund Advisors LLC 0.01% Reduce -15.5% 1,895 $321K
Prime Capital Investment Advisors, LLC 0.00% Reduce -18.0% 1,889 $320K
Broadway Wealth Solutions, Inc. 0.24% — 1,887 $320K
Spire Wealth Management 0.01% Add +53.4% 1,884 $319K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -8.8% 1,883 $319K
Simmons Bank 0.02% Reduce -1.3% 1,876 $318K
Hall Capital Management Co. Inc. 0.15% — 1,875 $318K
Principle Wealth Partners LLC 0.02% No change 1,869 $317K
Astoria Portfolio Advisors LLC. 0.11% Reduce -3.6% 2,037 $316K
Silverlake Wealth Management LLC 0.12% Add +0.1% 1,864 $316K
Cary Street Partners Financial LLC 0.01% — 1,853 $314K
Sippican Capital Advisors 0.23% No change 1,850 $313K
Amica Retiree Medical Trust 0.30% Reduce -8.0% 1,849 $313K
Caldwell Trust Co 0.03% Reduce -9.8% 1,848 $313K
Certior Financial Group, LLC 0.28% — 1,846 $313K
Level Four Advisory Services, LLC 0.01% Reduce -31.0% 1,840 $312K
BTS Asset Management, Inc. 0.31% Add +71.3% 1,833 $310K
Strategic Wealth Partners, Ltd. 0.03% Reduce -92.8% 1,929 $310K
Lake Street Advisors Group, LLC 0.01% Reduce -8.1% 1,828 $310K
Traphagen Investment Advisors LLC 0.03% Add +0.3% 1,823 $309K
Courier Capital LLC 0.02% Reduce -9.0% 1,821 $308K
New Century Financial Group, LLC 0.13% Add +0.4% 1,814 $307K
Wellington Shields & Co., LLC 0.09% Add +5.9% 1,800 $305K
Sanchez Wealth Management Group 0.08% No change 1,799 $305K
Silver Oak Securities, Incorporated 0.03% Reduce -5.4% 1,787 $301K
Callahan Advisors, LLC 0.03% New 1,769 $300K
Iowa State Bank 0.06% Reduce -5.2% 1,767 $299K
Cannon Financial Strategists, Inc. 0.05% No change 1,760 $298K
Investment Management Corp. /Va/ 0.27% — 1,758 $298K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -19.6% 1,755 $297K
Encompass More Asset Management 0.10% No change 1,751 $297K
Teza Capital Management LLC 0.04% Reduce -93.2% 1,749 $296K
Canada Post Corp Registered Pension Plan 0.02% — 1,749 $296K
Relyea Zuckerberg Hanson LLC 0.04% Add +39.7% 1,745 $295K
Triton Financial Group Inc 0.18% Add +11.4% 1,744 $295K
Monterey Private Wealth, Inc. 0.10% Reduce -2.3% 1,732 $293K
Hartford Financial Management Inc. 0.06% Add +0.2% 1,730 $293K
Meridian Wealth Management, LLC 0.01% Reduce -0.7% 1,730 $293K
Almanack Investment Partners, LLC. 0.04% Add +12.8% 1,723 $292K
Townsend & Associates, Inc 0.03% No change 1,900 $292K
Insigneo Advisory Services, LLC 0.03% Add +36.8% 1,718 $291K
SignalPoint Asset Management, LLC 0.07% Add +1.8% 1,716 $291K
Edge Capital Group, LLC 0.01% Reduce -14.8% 1,709 $289K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -10.5% 1,707 $289K
SeaCrest Wealth Management, LLC 0.03% Add +21.2% 1,703 $288K
PVG Asset Management Corp. 1.36% New 1,701 $288K
Wesbanco Bank Inc. 0.01% Reduce -33.3% 1,700 $288K
Bellecapital International Ltd. 0.05% Reduce -27.0% 1,695 $287K
Wimmer Associates 1, LLC 0.14% No change 1,690 $286K
Accurate Wealth Management, LLC 0.05% Add +20.6% 1,806 $286K
Barr E S & Co. 0.02% No change 1,686 $286K
Tradewinds, LLC. 0.08% New 1,800 $285K
Bogart Wealth, LLC 0.01% Add +7.3% 1,668 $282K
AdvisorNet Financial, Inc 0.02% Reduce -9.2% 1,663 $282K
Eastern Bank 0.01% Add +10.7% 1,660 $281K
Salvus Wealth Management, LLC 0.18% New 1,656 $280K
First National Advisers, LLC 0.05% No change 1,650 $279K
Wealth Effects LLC 0.10% Reduce -27.6% 1,642 $278K
Cornell Pochily Investment Advisors, Inc. 0.10% No change 1,635 $277K
GeoWealth Management, LLC 0.01% Add +1.2% 1,630 $276K
Csenge Advisory Group 0.01% Add +1.2% 1,628 $276K
SL Advisors, LLC 0.46% Reduce -6.9% 1,626 $275K
Howard Bailey Securities, LLC 0.10% Reduce -23.8% 1,617 $274K
Stiles Financial Services Inc 0.10% Add +0.8% 1,614 $273K
Advisors Management Group Inc. 0.06% No change 1,600 $271K
Longfellow Investment Management Co. LLC 0.07% Reduce -5.9% 1,594 $270K
PUREfi Wealth, LLC 0.26% — 1,587 $269K
Nwam LLC 0.02% Reduce -7.5% 1,585 $268K
4WEALTH Advisors, Inc. 0.27% — 1,580 $268K
Letson Investment Management, Inc. 0.11% No change 1,575 $267K
Bleakley Financial Group, LLC 0.01% Reduce -19.2% 1,569 $266K
Beverly Hills Private Wealth, LLC 0.05% Add +0.3% 1,558 $264K
Ostrum Asset Management 0.02% Reduce -85.3% 1,553 $263K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,550 $262K
Cove Private Wealth, LLC 0.16% New 1,544 $261K
Avantra Family Wealth, Inc. 0.24% — 1,537 $260K
Strategic Family Wealth Counselors, L.L.C. 0.08% Add +0.1% 1,533 $260K
Optivise Advisory Services LLC 0.14% Add +31.4% 1,530 $259K
Hilltop Holdings Inc. 0.02% Reduce -77.0% 1,513 $256K
Beaton Management Co. Inc. 0.13% No change 1,509 $256K
HRT Financial LP 0.00% New 1,513 $256K
O'Brien Greene & Co. Inc 0.08% Add +0.5% 1,508 $255K
CI Investments Inc. 0.00% Reduce -74.2% 1,508 $255K
Rossmore Private Capital 0.03% No change 1,501 $254K
Nadler Financial Group, Inc. 0.03% No change 1,500 $254K
Kanawha Capital Management LLC 0.02% Reduce -7.1% 1,500 $254K
B.O.S.S. Retirement Advisors, LLC 0.07% New 1,499 $254K
Security Financial Services, INC. 0.05% Add +9.9% 1,498 $254K
Global View Capital Management LLC 0.09% — 1,500 $253K
PFG Advisors 0.02% Reduce -74.4% 1,487 $252K
Perigon Wealth Management, LLC 0.01% Reduce -9.4% 1,632 $251K
Cigna Investments Inc. 0.04% Reduce -1.8% 1,481 $251K
SVB Wealth LLC 0.00% New 1,480 $251K
Chapin Davis, Inc. 0.08% No change 1,304 $250K
Beacon Bank & Trust 0.06% No change 1,476 $250K
Montag A & Associates Inc. 0.01% No change 1,475 $250K
Simplicity Wealth,LLC 0.05% Reduce -62.4% 1,469 $249K
Peregrine Asset Advisers, Inc. 0.09% Reduce -55.3% 1,459 $247K
Synovus Financial Corp. 0.00% Add +1.0% 1,458 $247K
Florida Trust Wealth Management Co 0.01% New 1,458 $247K
Frederick Financial Consultants, LLC 0.20% — 1,453 $246K
Blake Schutter Theil Wealth Advisors, LLC 0.26% Reduce -2.2% 1,450 $246K
Court Place Advisors, LLC 0.08% New 1,443 $244K
WealthTrust Axiom LLC 0.07% Add +2.1% 1,440 $244K
Ameritas Investment Partners, Inc. 0.01% Reduce -7.3% 1,440 $244K
Hutchens & Kramer Investment Management Group, LLC 0.13% Add +16.8% 1,436 $243K
Wealthcare Capital Partners, LLC 0.13% — 1,430 $242K
Stanley-Laman Group, Ltd. 0.03% No change 1,426 $241K
Mitchell Sinkler & Starr 0.06% Add +7.6% 1,411 $239K
Foundations Investment Advisors, LLC 0.00% Add +2.9% 1,406 $238K
iSAM Funds (UK) Ltd 0.18% New 1,405 $238K
Wealth Alliance Advisory Group, LLC 0.05% Reduce -4.9% 1,405 $238K
Legacy Advisors, LLC 0.02% Reduce -29.0% 1,402 $237K
International Private Wealth Advisors LLC 0.24% Add +2.8% 1,396 $236K
Parvin Asset Management, LLC 0.25% — 1,395 $236K
Cassia Capital Partners, LLC 0.15% Reduce -53.5% 1,394 $236K
Oppenheimer Asset Management Inc. 0.00% Reduce -87.7% 1,394 $236K
Fisher Asset Management 0.00% New 1,393 $236K
Sachetta, LLC 0.09% Reduce -2.5% 1,382 $234K
King Luther Capital Management Corp. 0.00% Reduce -5.3% 1,372 $232K
Vaughan David Investments LLC 0.01% Reduce -1.7% 1,370 $232K
MTM Investment Management, LLC 0.09% Add +0.7% 1,367 $232K
Connors Investor Services Inc. 0.02% Reduce -86.6% 1,360 $230K
Abundance Wealth Counselors 0.05% Reduce -9.8% 1,360 $230K
Occidental Asset Management, LLC 0.04% Reduce -10.0% 1,354 $229K
CHICAGO TRUST Co NA 0.04% Reduce -32.7% 1,349 $228K
Wealth Alliance, LLC 0.03% Reduce -56.3% 1,343 $227K
Kornitzer Capital Management Inc. 0.00% New 1,336 $226K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -16.4% 1,335 $226K
Equitable Trust Co. 0.01% Reduce -10.0% 1,335 $226K
Fulton Bank, N.A. 0.01% Reduce -14.7% 1,330 $225K
Claris Financial LLC 0.15% — 1,329 $225K
Radnor Capital Management, LLC 0.04% Reduce -13.1% 1,327 $225K
YHB Investment Advisors, Inc. 0.02% No change 1,320 $224K
Compass Capital Corp. /Ma/ 0.09% — 1,457 $223K
BCGM Wealth Management, LLC 0.07% Add +0.8% 1,313 $222K
Colonial River Investments, LLC 0.11% Reduce -3.7% 1,308 $221K
Northcape Wealth Management, LLC 0.07% New 1,307 $221K
Rialto Wealth Management, LLC 0.07% — 1,305 $221K
FWG Investments, LLC. 0.17% Reduce -27.1% 1,305 $221K
World Investment Advisors 0.01% New 1,304 $221K
Vertex Planning Partners, LLC 0.05% Add +4.2% 1,303 $221K
Connecticut Wealth Management, LLC 0.01% Reduce -4.0% 1,303 $221K
Weiss Asset Management LP 0.01% New 1,300 $220K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -42.6% 1,297 $220K
Beaumont Financial Advisors, LLC 0.02% Reduce -1.5% 1,294 $219K
Patriot Investment Management Group, Inc. 0.02% Reduce -9.4% 1,293 $219K
Wellington Management Group LLP 0.00% Reduce -74.5% 1,271 $215K
Waterloo Capital, L.P. 0.02% Add +2.3% 1,268 $215K
Pitcairn Co. 0.01% Add +1.0% 1,261 $214K
Quadrant Capital Group LLC 0.01% Reduce -6.1% 1,259 $213K
Vista Investment Partners LLC 0.07% No change 1,252 $212K
Capital Analysts, LLC 0.01% No change 1,244 $211K
Strategic Financial Services, Inc. 0.01% No change 1,244 $211K
J. W. Coons Advisors, LLC 0.05% Reduce -6.4% 1,240 $210K
Oxford Asset Management LLP 0.10% Reduce -53.9% 1,233 $209K
Gill Capital Partners, LLC 0.07% Add +0.7% 1,232 $209K
Savvy Advisors, Inc. 0.03% Reduce -10.0% 1,230 $208K
Rossby Financial, LCC 0.13% — 1,227 $208K
RFG - Bristol Wealth Advisors, LLC 0.07% — 1,226 $208K
Headinvest, LLC 0.04% Reduce -14.0% 1,225 $207K
BSW Wealth Partners 0.03% Reduce -32.9% 1,214 $206K
Ignite Planners, LLC 0.05% Reduce -0.3% 1,215 $205K
Commonwealth Financial Services, LLC 0.04% Add +5.6% 1,209 $205K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -3.1% 1,201 $203K
Aviance Capital Partners, LLC 0.03% Reduce -4.0% 1,200 $203K
Syon Capital LLC 0.02% Reduce -43.5% 1,196 $203K
Cannell & Spears LLC 0.00% Reduce -62.2% 1,194 $202K
Sky Investment Group LLC 0.04% Add +9.2% 1,190 $202K
Smith Anglin Financial, LLC 0.02% Add +0.8% 1,185 $201K
Members Trust Co 0.01% Add +0.8% 1,182 $200K
Diversified Trust Co. 0.00% New 1,181 $200K
Anchor Investment Management, LLC 0.02% No change 1,156 $196K
Millstone Evans Group, LLC 0.13% — 1,141 $193K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,129 $191K
Archer Investment Corp 0.05% Reduce -56.8% 1,066 $180K
Raiffeisen Bank International AG 0.00% — 1,048 $177K
Clean Yield Group 0.05% Reduce -0.6% 1,000 $169K
Caitong International Asset Management Co., Ltd 0.16% — 987 $167K
Transamerica Financial Advisors, LLC 0.02% Add +0.6% 965 $164K
Pathway Financial Advisers, LLC 0.05% Reduce -9.5% 937 $159K
Lowe Wealth Advisors, LLC 0.07% Add +0.1% 935 $158K
Hanson & Doremus Investment Management 0.02% Add +0.1% 918 $156K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 900 $152K
Adalta Capital Management LLC 0.08% Reduce -37.7% 899 $152K
Hills Bank & Trust Co 0.01% No change 891 $151K
Rothschild Investment LLC 0.01% Add +6.1% 888 $150K
Hantz Financial Services, Inc. 0.00% Add +0.5% 881 $149K
Bruce G. Allen Investments, LLC 0.12% Reduce -7.2% 872 $148K
Centaurus Financial, Inc. 0.01% No change 864 $146K
City Holding Co. 0.02% Reduce -0.6% 844 $143K
Bayforest Capital Ltd 0.18% — 842 $143K
JNBA Financial Advisors 0.01% No change 832 $141K
SBI Securities Co., Ltd. 0.00% — 832 $141K
ESL Trust Services, LLC 0.03% Add +3478.3% 823 $139K
MV Capital Management, Inc. 0.01% Reduce -6.5% 816 $138K
Brooklyn Investment Group 0.04% Reduce -14.3% 807 $136K
Hopwood Financial Services, Inc. 0.10% — 800 $135K
Federated Hermes, Inc. 0.00% Reduce -97.8% 795 $135K
Brown, Lisle/Cummings, Inc. 0.04% Add +14.7% 789 $134K
Creative Financial Designs Inc. 0.01% Reduce -21.4% 762 $129K
Golden State Wealth Management, LLC 0.02% — 757 $128K
Pacific Center for Financial Services 0.03% No change 746 $126K
Fortis Group Advisors, LLC 0.02% No change 732 $124K
JFS Wealth Advisors, LLC 0.01% Reduce -2.8% 722 $122K
Capital A Wealth Management, LLC 0.20% — 713 $121K
Brown Brothers Harriman & Co. 0.00% Add +51.4% 710 $120K
Elgethun Capital Management 0.03% Add +0.7% 696 $118K
Slocum, Gordon & Co LLP 0.10% No change 693 $117K
CoreFirst Bank & Trust 0.07% Reduce -0.7% 689 $117K
Manchester Capital Management LLC 0.01% Add +4.3% 685 $116K
Deseret Mutual Benefit Administrators 0.06% No change 660 $112K
Blue Trust, Inc. 0.00% Reduce -39.0% 651 $110K
Salem Investment Counselors Inc. 0.00% No change 645 $109K
Quent Capital, LLC 0.01% Add +37.4% 632 $107K
Sound Income Strategies, LLC 0.01% Add +18.3% 620 $105K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 600 $102K
Blackhill Capital Inc. 0.01% No change 600 $102K
Parkside Financial Bank & Trust 0.01% Add +5.6% 583 $99K
Sentry Investment Management LLC 0.05% Reduce -14.0% 561 $95K
EverSource Wealth Advisors, LLC 0.01% Reduce -75.5% 560 $95K
Groupe la Francaise 0.00% — 523 $89K
Hollencrest Capital Management 0.00% No change 505 $86K
Mather Group, Llc. 0.00% Add +26.4% 502 $85K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -90.8% 500 $85K
Adirondack Trust Co. 0.03% No change 497 $84K
Cary Street Partners Investment Advisory LLC 0.05% Reduce -81.2% 483 $82K
Flagship Wealth Advisors, LLC 0.05% — 482 $82K
Menard Financial Group LLC 0.05% New 469 $79K
Tortoise Investment Management, LLC 0.01% Reduce -13.5% 454 $77K
Bellevue Asset Management, LLC 0.04% Add +0.2% 451 $76K
New Millennium Group LLC 0.04% Add +0.7% 448 $76K
Venturi Wealth Management, LLC 0.00% Add +464.9% 435 $74K
Arax Advisory Partners 0.00% New 433 $73K
Peoples Financial Services Corp. 0.03% No change 429 $73K
First Horizon Advisors, Inc. 0.00% Reduce -2.5% 428 $73K
State of Wyoming 0.01% Add +96.3% 420 $71K
Smartleaf Asset Management LLC 0.01% Reduce -27.9% 421 $71K
Hexagon Capital Partners LLC 0.01% Reduce -12.0% 417 $71K
Twin Lakes Capital Management, LLC 0.04% No change 400 $68K
Global Trust Asset Management, LLC 0.03% Reduce -63.6% 400 $68K
Ruedi Wealth Management, Inc. 0.02% No change 400 $68K
Estabrook Capital Management 0.01% No change 400 $68K
Penserra Capital Management LLC 0.00% Add +2077.8% 392 $66K
Raleigh Capital Management Inc. 0.02% Reduce -5.3% 379 $64K
Evolution Advisers, Inc. 0.04% Add +0.3% 381 $64K
WPG Advisers, LLC 0.06% — 371 $63K
High Note Wealth, LLC 0.02% New 366 $62K
United Community Bank 0.02% New 330 $56K
BOK Financial Private Wealth, Inc. 0.00% No change 330 $56K
Comprehensive Financial Planning, Inc. 0.05% — 319 $54K
Gleason Group, Inc. 0.01% Add +0.9% 319 $54K
Bernard Wealth Management Corp. 0.03% — 315 $53K
Cranbrook Wealth Management, LLC 0.01% No change 314 $53K
City State Bank 0.02% Add +210.0% 310 $52K
Delta Asset Management LLC 0.00% No change 310 $52K
Clearstead Trust, LLC 0.01% No change 302 $51K
Advantage Trust Co 0.03% Add +20.0% 300 $51K
GoalVest Advisory LLC 0.01% No change 300 $51K
Rosenberg Matthew Hamilton 0.01% Reduce -20.6% 300 $51K
Princeton Global Asset Management LLC 0.01% No change 300 $51K
Salomon & Ludwin, LLC 0.01% Reduce -11.1% 296 $50K
Lindbrook Capital, LLC 0.00% Reduce -43.8% 288 $49K
GPS Wealth Strategies Group, LLC 0.01% No change 286 $48K
Thompson Investment Management, Inc. 0.01% No change 275 $47K
TD Private Client Wealth LLC 0.00% Reduce -8.8% 268 $45K
Glass Jacobson Investment Advisors llc 0.01% No change 266 $45K
St Germain D J Co. Inc. 0.00% Add +61.7% 262 $44K
North Star Investment Management Corp. 0.00% No change 256 $43K
Future Financial Wealth Managment LLC 0.03% No change 250 $42K
CVA Family Office, LLC 0.01% Reduce -26.1% 249 $42K
AlphaMark Advisors, LLC 0.02% No change 250 $42K
Mb, Levis & Associates, LLC 0.02% Reduce -8.9% 247 $42K
Armstrong Advisory Group, Inc. 0.00% No change 240 $41K
Covestor Ltd 0.03% Add +42.5% 238 $40K
Sugarloaf Wealth Management, LLC 0.01% No change 229 $39K
Cromwell Holdings LLC 0.02% Reduce -35.0% 225 $38K
CNB Bank 0.02% No change 225 $38K
Ransom Advisory, Ltd 0.02% Reduce -76.8% 225 $38K
TCTC Holdings, LLC 0.00% No change 216 $37K
Wood Tarver Financial Group, LLC 0.01% — 218 $36K
Frazier Financial Advisors, LLC 0.03% No change 206 $35K
LGT Financial Advisors LLC 0.08% No change 204 $35K
Lee Danner & Bass Inc. 0.00% New 202 $34K
Bell Investment Advisors, Inc 0.01% Reduce -3.4% 201 $34K
Transcendent Capital Group LLC 0.02% No change 200 $34K
Compass Wealth Management LLC 0.01% No change 196 $33K
Bangor Savings Bank 0.00% Add +36.2% 188 $32K
WASHINGTON TRUST Co 0.00% No change 183 $31K
Laurel Wealth Advisors LLC 0.00% Reduce -63.7% 175 $30K
Pinnacle Bancorp, Inc. 0.01% Add +40.0% 175 $30K
Grove Bank & Trust 0.00% Add +248.0% 174 $29K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 170 $29K
Beaird Harris Wealth Management, LLC 0.00% No change 170 $29K
Vision Financial Markets LLC 0.03% — 169 $29K
MPWM Advisory Solutions, LLC 0.02% — 165 $28K
Indiana Trust & Investment Management Co 0.01% Add +10.0% 165 $28K
Castleview Partners, LLC 0.01% Add +142.7% 165 $28K
Crowley Wealth Management, Inc. 0.02% — 164 $28K
Fortitude Family Office, LLC 0.01% Add +45.5% 163 $28K
Financial Avengers, Inc. 0.01% Add +0.6% 158 $27K
Putney Financial Group LLC 0.02% — 150 $25K
Monetary Management Group Inc. 0.01% No change 150 $25K
Montag & Caldwell, LLC 0.01% New 150 $25K
Hemington Wealth Management 0.01% Add +2.8% 148 $25K
Larson Financial Group LLC 0.00% Add +36.5% 142 $24K
Asset Planning,Inc 0.02% — 139 $24K
Kestra Investment Management, LLC 0.00% Reduce -95.6% 136 $23K
GKV Capital Management Co., Inc. 0.01% — 132 $22K
PFS Partners, LLC 0.01% Add +0.8% 131 $22K
Rise Advisors, LLC 0.01% Add +0.8% 129 $22K
POM Investment Strategies, LLC 0.02% No change 120 $20K
Crewe Advisors LLC 0.00% Reduce -33.3% 120 $20K
New England Capital Financial Advisors LLC 0.01% Add +0.8% 119 $20K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 112 $19K
Burkett Financial Services, LLC 0.01% No change 111 $19K
Financial Life Planners 0.02% — 111 $19K
West Branch Capital LLC 0.01% No change 108 $18K
Coppell Advisory Solutions LLC 0.00% No change 108 $18K
1620 Investment Advisors, Inc. 0.01% No change 104 $18K
Investors Research Corp 0.00% No change 104 $18K
Sugar Maple Asset Management, LLC 0.01% New 101 $17K
EnRich Financial Partners LLC 0.01% No change 101 $17K
Ogorek Anthony Joseph /NY/ 0.01% New 103 $17K
Aspetuck Financial Management LLC 0.01% — 100 $17K
Hager Investment Management Services, LLC 0.01% — 100 $17K
Financial Freedom, LLC 0.01% No change 100 $17K
Sittner & Nelson, LLC 0.01% No change 100 $17K
Providence First Trust Co 0.01% New 100 $17K
Harbor Investment Advisory, LLC 0.00% Reduce -63.8% 100 $17K
GHP Investment Advisors, Inc. 0.00% Reduce -12.3% 100 $17K
CBIZ Investment Advisory Services, LLC 0.00% No change 100 $17K
Pacifica Partners Inc. 0.01% No change 100 $17K
Riggs Asset Managment Co. Inc. 0.00% No change 100 $17K
Rakuten Securities, Inc. 0.01% Add +61.7% 97 $16K
Summit Securities Group LLC 0.01% New 97 $16K
Farmers & Merchants Investments Inc. 0.00% No change 96 $16K
Ameriflex Group, Inc. 0.01% — 108 $16K
Plante Moran Financial Advisors, LLC 0.00% No change 95 $16K
Concord Wealth Partners 0.00% Reduce -35.5% 91 $15K
Loomis Sayles & Co. L P 0.00% Reduce -73.6% 86 $15K
Criterion Capital Advisors, LLC 0.01% No change 76 $14K
New Age Alpha Advisors, LLC 0.00% Add +7.9% 82 $14K
REAP Financial Group, LLC 0.00% No change 81 $14K
Measured Risk Portfolios, Inc. 0.02% — 81 $14K
Mainstream Capital Management LLC 0.01% New 79 $13K
Tradewinds Capital Management, LLC 0.00% No change 78 $13K
Prestige Wealth Management Group LLC 0.00% No change 78 $13K
Kessler Investment Group, LLC 0.01% No change 75 $13K
Addison Advisors LLC 0.00% No change 72 $12K
GW&K Investment Management, LLC 0.00% Reduce -13.9% 68 $12K
Vermillion Wealth Management, Inc. 0.01% — 69 $12K
Transce3nd, LLC 0.00% — 66 $11K
Whipplewood Advisors, LLC 0.01% — 65 $11K
Trifecta Capital Advisors, LLC 0.00% No change 63 $11K
Kozak & Associates, Inc. 0.00% Add +26.7% 57 $10K
LRI Investments, LLC 0.00% Reduce -53.7% 57 $10K
IFS Advisors, LLC 0.01% No change 57 $10K
Valley National Advisers Inc. 0.00% Reduce -29.9% 54 $9K
TrinityBridge Ltd 0.00% No change 56 $9K
Wingate Wealth Advisors, Inc. 0.01% — 53 $9K
Ridgewood Investments LLC 0.00% No change 50 $8K
Coastline Trust Co 0.00% No change 50 $8K
Hoese & Co LLP 0.01% No change 50 $8K
Piscataqua Savings Bank 0.01% No change 50 $8K
Continuum Advisory, LLC 0.00% Add +64.3% 46 $8K
Barrett & Company, Inc. 0.00% No change 40 $7K
McIlrath & Eck, LLC 0.00% No change 40 $7K
Dunhill Financial, LLC 0.00% Reduce -75.7% 37 $6K
Avion Wealth 0.00% Add +63.6% 36 $6K
American Capital Advisory, LLC 0.00% No change 35 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -2.8% 35 $6K
Missouri Trust & Investment Co 0.00% New 35 $6K
Meeder Asset Management Inc. 0.00% Reduce -7.9% 35 $6K
Red Tortoise LLC 0.00% No change 32 $5K
Stephens Consulting, LLC 0.00% No change 30 $5K
SOA Wealth Advisors, LLC. 0.00% No change 29 $5K
Lavaca Capital LLC 0.00% New 28 $5K
Morton Brown Family Wealth, LLC 0.00% No change 27 $5K
Financial Perspectives, Inc 0.00% New 25 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 24 $4K
Eagle Bay Advisors LLC 0.00% Reduce -66.7% 24 $4K
Nemes Rush Group LLC 0.00% No change 22 $4K
Cape Investment Advisory, Inc. 0.00% Add +31.3% 21 $4K
FPC Investment Advisory, Inc. 0.00% New 23 $3K
Abound Wealth Management 0.00% No change 20 $3K
Albion Financial Group 0.00% New 20 $3K
Mattson Financial Services, LLC 0.00% New 16 $3K
HighMark Wealth Management LLC 0.00% No change 18 $3K
Raffa Wealth Management, LLC 0.00% No change 18 $3K
Capital Advisors, Ltd. LLC 0.00% Reduce -84.3% 17 $3K
Beacon Capital Management, LLC 0.00% Reduce -48.5% 17 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 17 $3K
Quest 10 Wealth Builders, Inc. 0.00% — 16 $3K
Kelly Lawrence W & Associates Inc. 0.00% No change 16 $3K
Guardian Wealth Management, Inc. 0.00% No change 15 $3K
Synergy Asset Management, LLC 0.00% New 13 $2K
Aspect Partners, LLC 0.00% No change 14 $2K
NewSquare Capital LLC 0.00% New 14 $2K
Cornerstone Planning Group LLC 0.00% New 15 $2K
Lam Group, Inc. 0.00% No change 13 $2K
Sierra Ocean, LLC 0.00% — 11 $2K
SJS Investment Consulting Inc. 0.00% Reduce -8.3% 11 $2K
SWAN Capital LLC 0.00% No change 10 $2K
Atala Financial Inc 0.00% — 10 $2K
Synergy Investment Management, LLC 0.00% — 10 $2K
Hoey Investments, Inc. 0.00% New 10 $2K
China Universal Asset Management Co., Ltd. 0.00% No change 10 $2K
Provenance Wealth Advisors, LLC 0.00% No change 10 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 9 $2K
Conquis Financial LLC 0.00% — 9 $2K
Creekmur Asset Management LLC 0.00% No change 9 $2K
ROSS\JOHNSON & Associates LLC 0.03% — 8 $1K
Accredited Wealth Management, LLC 0.00% — 8 $1K
Cassady Schiller Wealth Management, LLC 0.00% New 8 $1K
Private Wealth Management Group, LLC 0.00% Reduce -77.8% 8 $1K
BankPlus Trust Department 0.00% — 8 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -27.3% 8 $1K
Horizon Financial Services, LLC 0.00% No change 7 $1K
Stance Capital LLC 0.00% — 7 $1K
Carolinas Wealth Consulting LLC 0.00% Reduce -33.3% 6 $1K
PayPay Securities Corp 0.04% Add +100.0% 6 $1K
Winthrop Capital Management, LLC 0.00% New 7 $1K
Medallion Wealth Advisors, LLC 0.00% — 5 $853
Robbins Farley 0.00% No change 5 $847
Old Second National Bank of Aurora 0.00% Reduce -97.5% 5 $847
Asset Dedication, LLC 0.00% Reduce -93.2% 4 $678
Global Financial Private Client, LLC 0.00% New 4 $677
ORG Partners LLC 0.00% Reduce -91.8% 4 $677
Crews Bank & Trust 0.00% — 4 $677
Lanark Financial, Inc. 0.05% — 3 $541
Principia Wealth Advisory, LLC 0.00% — 3 $508
Legend Financial Advisors, Inc. 0.00% New 2 $339
WestEnd Advisors, LLC 0.00% No change 2 $339
Financial Management Professionals, Inc. 0.00% No change 2 $339
WealthTrak Capital Management LLC 0.00% — 1 $170
Carolina Wealth Advisors, LLC 0.00% No change 1 $169
Fairscale Capital, LLC 0.00% No change 1 $169

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