The HersheyHSY

13F holders, Q2 2025 (June 30)
1,313holders −33
98new positions
134sold out
10famous investors
$166.03avg. 13F price*

At the end of Q2 2025, 1,313 institutions reported holding The Hershey Co. (HSY) in their 13F filings, down 33 from Q1 2025. 98 opened new positions and 134 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock, Inc. ($2.0B) and Capital International Investors ($1.8B). 10 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Stephen Yacktman (0.1% of Yacktman Asset Management's portfolio) and Tom Gayner (0.1% of Markel Group'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions98$516.4M
Exits134$176.0M

All 13F filers, Q1 2025 → Q2 2025: 11,291,260 shares bought and 5,713,577 shares sold, net +5,577,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,313 holders

Vanguard Group Inc. 0.05% Add +1.1% 18,840,577 $3.1B
BlackRock, Inc. 0.04% Reduce -0.1% 12,254,962 $2.0B
Capital International Investors 0.31% Reduce -8.1% 10,662,022 $1.8B
State Street Corp. 0.04% Add +0.2% 7,124,059 $1.2B
Charles Schwab Investment Management Inc. 0.15% Add +2.5% 5,116,739 $849.1M
Geode Capital Management, LLC 0.05% Add +2.9% 4,567,373 $755.3M
Morgan Stanley 0.04% Add +9.1% 3,497,043 $580.3M
JPMorgan Chase & Co. 0.04% Add +4.8% 3,276,326 $543.7M
Royal Bank of Canada 0.10% Add +12.0% 3,083,916 $511.8M
Hershey Trust Co. 3.64% No change 2,066,397 $342.9M
Northern Trust Corp. 0.04% Reduce -0.4% 1,584,527 $263.0M
UBS Group AG 0.05% Add +17.7% 1,573,813 $261.2M
Capital Research Global Investors 0.05% Add +83473.5% 1,504,323 $249.6M
Bank of America Corp. 0.02% Reduce -2.3% 1,420,491 $235.7M
Norges Bank 0.03% Add +2.1% 1,412,387 $234.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +10.3% 1,383,397 $229.6M
Invesco Ltd. 0.04% Add +0.9% 1,280,354 $212.5M
Stifel Financial Corp. 0.20% Reduce -1.1% 1,259,278 $209.0M
Holocene Advisors, LP 0.50% Add +44.7% 1,232,595 $204.5M
Citadel Advisors 0.17% Add +16722.3% 1,128,272 $187.2M
Amundi 0.07% Reduce -13.3% 1,071,894 $187.1M
Dimensional Fund Advisors LP 0.04% Add +6.3% 1,085,115 $180.1M
Van Eck Associates Corp. 0.20% Add +3075.0% 1,063,081 $176.4M
Macquarie Group Ltd. 0.21% Reduce -18.1% 1,008,772 $167.4M
Legal & General Group Plc 0.04% Reduce -6.2% 1,000,046 $166.0M
Bank of New York Mellon Corp 0.03% Reduce -0.2% 958,672 $159.1M
Pacer Advisors, Inc. 0.35% Reduce -0.5% 815,388 $135.3M
American Century Companies Inc. 0.07% Add +16.8% 806,075 $133.8M
Confluence Investment Management LLC 1.79% Add +9.3% 764,392 $126.9M
Balyasny Asset Management L.P. 0.29% New 758,471 $125.9M
Massachusetts Financial Services Co. 0.04% Add +5.0% 745,848 $123.8M
Principal Financial Group Inc. 0.06% Reduce -2.2% 705,844 $117.1M
Barclays PLC 0.05% Reduce -0.8% 703,135 $116.7M
Goldman Sachs Group Inc. 0.02% Add +35.2% 604,294 $100.3M
Wells Fargo & Company 0.02% Add +0.6% 572,680 $95.0M
Scharf Investments, LLC 2.61% New 545,858 $90.6M
California Public Employees Retirement System 0.06% Reduce -17.1% 536,974 $89.1M
Citigroup Inc. 0.06% Add +173.7% 534,567 $88.7M
Deutsche Bank AG 0.03% Reduce -26.4% 501,311 $83.2M
Envestnet Asset Management Inc. 0.02% Add +21.0% 499,251 $82.9M
Raymond James Financial Inc. 0.03% Add +2.5% 483,728 $80.3M
Swiss National Bank 0.04% Add +7.5% 447,900 $74.3M
Equity Investment Corp. 1.61% New 444,146 $73.7M
Readystate Asset Management LP 5.50% New 440,026 $73.0M
LPL Financial LLC 0.02% Add +3.0% 438,678 $72.8M
Westwood Holdings Group Inc. 0.50% Reduce -4.4% 409,107 $67.9M
US Bancorp \de 0.08% Add +1.1% 402,266 $66.8M
FMR LLC 0.00% Reduce -12.7% 378,450 $62.8M
First Trust Advisors LP 0.05% Reduce -2.2% 371,384 $61.6M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +0.2% 366,121 $60.8M
Rhumbline Advisers 0.05% Add +1.3% 333,932 $55.4M
Douglas Lane & Associates, LLC 0.80% Reduce -1.4% 330,981 $54.9M
Nuveen, LLC 0.02% Add +1.7% 328,779 $54.6M
Freestone Grove Partners LP 0.41% New 324,908 $53.9M
HSBC Holdings PLC 0.03% Reduce -11.0% 300,632 $49.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +8.1% 286,221 $47.5M
Franklin Resources Inc. 0.01% Add +5.0% 285,546 $47.4M
PNC Financial Services Group, Inc. 0.03% Reduce -3.7% 284,255 $47.2M
TD Asset Management Inc 0.04% Reduce -4.5% 284,081 $47.1M
Victory Capital Management Inc. 0.03% Add +98.6% 276,001 $46.0M
Marshall Wace, LLP 0.05% Reduce -3.4% 274,782 $45.6M
BNP Paribas Financial Markets 0.04% Reduce -13.5% 265,972 $44.1M
California State Teachers Retirement System 0.05% Reduce -4.3% 260,331 $43.2M
Anchor Capital Advisors LLC 1.26% Add +0.6% 258,889 $43.0M
Mawer Investment Management Ltd. 0.22% Reduce -5.3% 255,641 $42.4M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -23.4% 238,420 $39.6M
National Pension Service 0.03% Add +0.7% 231,729 $38.5M
Focus Partners Wealth 0.08% Reduce -3.2% 220,425 $36.6M
AQR Capital Management 0.03% Add +2.0% 219,159 $36.4M
Value Partners Investments Inc. 2.78% Reduce -0.2% 214,409 $35.6M
T. Rowe Price Associates Inc. 0.00% Add +0.4% 214,360 $35.6M
Neuberger Berman Group LLC 0.03% Add +8.4% 209,405 $34.8M
Millennium Management 0.03% Add +27.1% 200,120 $33.2M
Bessemer Group Inc. 0.05% Reduce -0.5% 196,772 $32.7M
Silvercrest Asset Management Group LLC 0.21% Reduce -5.6% 192,230 $31.9M
Bank of Montreal 0.02% Reduce -4.8% 189,148 $31.4M
Ensign Peak Advisors, Inc 0.05% Add +7.4% 186,997 $31.0M
Check Capital Management Inc. 2.04% Reduce -0.8% 186,554 $31.0M
Ameriprise Financial Inc. 0.01% Reduce -32.0% 183,612 $30.5M
Willis Investment Counsel 1.73% Add +9.7% 178,445 $29.6M
Alliancebernstein L.P. 0.01% Reduce -8.0% 169,798 $28.2M
CANADA LIFE ASSURANCE Co 0.04% Reduce -30.2% 166,897 $27.7M
Woodline Partners LP 0.14% Add +1165.9% 158,012 $26.2M
Susquehanna Fundamental Investments, LLC 0.69% No change 154,022 $25.6M
Rheos Capital Works Inc. 1.47% No change 154,000 $25.6M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -0.3% 153,203 $25.4M
Zacks Investment Management 0.21% Add +0.1% 150,290 $24.9M
Berkshire Asset Management LLC 1.09% Reduce -0.3% 145,020 $24.1M
Swedbank AB 0.03% Reduce -1.4% 141,869 $23.5M
Smith Chas P & Associates Pa Cpas 1.32% Add +6.4% 141,610 $23.5M
National Bank of Canada 0.03% Add +24.8% 140,557 $23.3M
Russell Investments Group, Ltd. 0.03% Add +1.7% 136,148 $22.6M
State Board of Administration of Florida Retirement System 0.04% Reduce -2.2% 132,652 $22.0M
KLP Kapitalforvaltning As 0.09% Add +2.7% 131,295 $21.8M
Storebrand Asset Management As 0.06% Reduce -0.5% 131,095 $21.8M
Susquehanna International Group, LLP 0.03% Reduce -5.1% 127,280 $21.1M
Iron Gate Global Advisors LLC 2.29% Add +5.1% 123,971 $20.6M
Schroder Investment Management Group 0.02% Reduce -15.7% 122,508 $20.3M
iA Global Asset Management Inc. 0.30% New 118,393 $19.6M
Heartland Advisors Inc. 1.09% Add +98.7% 117,809 $19.6M
St. James Investment Company, LLC 3.11% Add +0.8% 116,191 $19.3M
New York State Teachers Retirement System 0.04% Reduce -3.4% 111,424 $18.5M
Aviva PLC 0.04% Add +7.4% 110,790 $18.4M
Wilmington Savings Fund Society, FSB 0.32% Reduce -3.7% 109,007 $18.1M
Aberdeen Group plc 0.03% Add +5.4% 108,495 $18.0M
Janney Montgomery Scott LLC 0.05% Reduce -40.6% 108,213 $18.0M
CORDA Investment Management, LLC. 1.30% Add +11.8% 106,682 $17.7M
Susquehanna Portfolio Strategies, LLC 0.38% Add +277.5% 103,729 $17.2M
New York State Common Retirement Fund 0.02% Add +1.1% 103,300 $17.1M
Adage Capital Partners Gp, L.L.C. 0.03% New 102,985 $17.1M
Baillie Gifford & Co. 0.01% Reduce -29.9% 101,388 $16.8M
Royal London Asset Management Ltd. 0.04% Reduce -5.7% 99,203 $16.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -21.9% 98,236 $16.3M
Capital Group Private Client Services, Inc. 0.14% Reduce -38.6% 97,042 $16.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.9% 94,620 $15.7M
Boston Trust Walden Corp 0.11% Reduce -25.3% 92,067 $15.3M
Guggenheim Capital LLC 0.12% Reduce -3.2% 91,164 $15.1M
HighTower Advisors, LLC 0.02% Reduce -10.4% 90,797 $15.1M
State of Wisconsin Investment Board 0.04% Reduce -5.2% 90,561 $15.0M
Madison Asset Management, LLC 0.16% Reduce -6.2% 88,660 $14.7M
Moran Wealth Management, LLC 0.45% Reduce -1.5% 88,419 $14.7M
Asset Management One Co., Ltd. 0.04% Reduce -3.3% 86,409 $14.3M
Prudential Financial Inc. 0.02% Add +7.9% 85,443 $14.2M
Commonwealth Equity Services, LLC 0.02% Reduce -5.6% 84,938 $14.1M
Chevy Chase Trust Holdings, LLC 0.04% Add +0.8% 82,109 $13.6M
Creative Planning 0.01% Add +6.7% 82,080 $13.6M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -17.3% 75,656 $13.4M
Mackenzie Financial Corp. 0.02% Add +2.1% 78,518 $13.0M
Cetera Investment Advisers 0.02% Add +2.1% 78,035 $12.9M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -6.8% 77,782 $12.9M
Danske Bank A/S 0.03% Add +1.0% 75,072 $12.5M
Mediolanum International Funds Ltd 0.15% Add +3.6% 72,791 $12.2M
Isthmus Partners, LLC 1.41% Add +0.9% 72,840 $12.1M
Janus Henderson Group PLC 0.01% Reduce -63.7% 72,381 $12.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +25.0% 71,919 $11.9M
Brookstone Capital Management 0.16% Add +3.8% 71,467 $11.9M
AXA S.A. 0.03% Add +24.1% 70,923 $11.8M
Truist Financial Corp. 0.02% Reduce -3.1% 70,499 $11.7M
Pictet Asset Management Holding SA 0.01% Add +5.2% 68,332 $11.3M
Treasurer of the State of North Carolina 0.04% Add +2.1% 68,047 $11.3M
Mairs & Power Inc. 0.11% Reduce -1.2% 67,015 $11.1M
CapWealth Advisors, LLC 1.10% Add +1.3% 66,989 $11.1M
Illinois Municipal Retirement Fund 0.15% Reduce -12.5% 65,551 $10.9M
Two Sigma Investments, LP 0.02% Add +331.1% 65,534 $10.9M
KBC Group NV 0.03% Add +59.4% 65,333 $10.8M
Bridges Investment Management Inc. 0.15% Reduce -3.5% 64,883 $10.8M
Mariner, LLC 0.02% Reduce -2.6% 64,810 $10.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +9.4% 64,531 $10.7M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +104.1% 64,522 $10.7M
Miramar Capital, LLC 2.52% Add +33.0% 64,322 $10.7M
Capital International, Inc. 0.10% Add +1.4% 63,469 $10.5M
Skba Capital Management LLC 1.51% Add +0.1% 63,180 $10.5M
Beacon Pointe Advisors, LLC 0.11% Add +0.8% 62,691 $10.4M
Verity & Verity, LLC 0.89% Reduce -24.2% 62,339 $10.3M
Toronto Dominion Bank 0.02% Add +15.2% 61,808 $10.3M
Resona Asset Management Co.,Ltd. 0.05% Add +6.3% 61,174 $10.2M
JLB & Associates Inc. 1.41% Reduce -2.1% 60,891 $10.1M
Foster Victor Wealth Advisors, LLC 0.68% Add +10.6% 61,539 $10.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.27% Reduce -38.6% 59,803 $9.9M
Osaic Holdings, Inc. 0.02% Add +23.4% 59,095 $9.8M
DRH Investments, Inc. 10.10% Add +6.2% 58,874 $9.8M
Nordea Investment Management AB 0.01% Add +4.8% 58,078 $9.7M
Handelsbanken Fonder AB 0.03% Reduce -35.3% 58,226 $9.7M
Comerica Bank 0.04% Add +2.9% 57,293 $9.5M
Stephens Inc. 0.13% Add +1.8% 57,202 $9.5M
United Bank 1.12% Add +12.4% 56,440 $9.4M
Allianz SE 0.22% Reduce -11.0% 55,741 $9.3M
Oppenheimer & Co. Inc. 0.12% Reduce -10.6% 55,739 $9.2M
Empowered Funds, LLC 0.10% Reduce -22.9% 55,712 $9.2M
Lawson Kroeker Investment Management Inc. 1.71% Add +0.3% 55,400 $9.2M
CIBC Asset Management Inc 0.03% Reduce -13.4% 57,846 $9.2M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +414.8% 55,297 $9.2M
Mn Services Vermogensbeheer B.V. 0.06% Add +1.5% 54,969 $9.1M
Manning & Napier Advisors LLC 0.11% Reduce -9.8% 54,754 $9.1M
State of Tennessee, Department of Treasury 0.03% Reduce -1.4% 54,612 $9.1M
Markel Group 0.08% No change 54,500 $9.0M
Logan Capital Management Inc. 0.40% No change 52,300 $8.7M
UMB Bank, n.a. 0.14% Add +11.7% 52,244 $8.7M
Quantinno Capital Management LP 0.04% Add +1.7% 50,842 $8.4M
NorthCoast Asset Management LLC 0.04% Add +8.8% 50,666 $8.4M
Nomura Asset Management Co. Ltd. 0.02% Reduce -27.7% 50,362 $8.4M
Cerity Partners LLC 0.01% Reduce -1.8% 50,216 $8.3M
State of New Jersey Common Pension Fund D 0.03% Reduce -1.2% 49,985 $8.3M
Wealthfront Advisers LLC 0.02% Add +77.1% 49,807 $8.3M
Natixis Advisors, LLC 0.01% Reduce -2.6% 48,630 $8.1M
Canada Pension Plan Investment Board 0.01% Add +36.0% 48,400 $8.0M
Voya Investment Management LLC 0.01% Reduce -3.3% 47,802 $7.9M
Kennon-Green & Company, LLC 6.24% Add +2.9% 44,389 $7.8M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -3.3% 46,931 $7.8M
Rodgers Brothers Inc. 0.97% Add +26.7% 46,461 $7.7M
DekaBank Deutsche Girozentrale 0.01% Reduce -40.9% 45,821 $7.6M
GW Henssler & Associates Ltd. 0.40% Add +11.3% 45,545 $7.6M
Public Employees Retirement System of Ohio 0.03% Add +0.8% 45,229 $7.5M
Fifth Third Bancorp 0.03% Add +47.2% 45,223 $7.5M
Railway Pension Investments Ltd 0.10% No change 43,541 $7.2M
Baird Financial Group, Inc. 0.01% Add +0.6% 43,377 $7.2M
Tobam 2.81% Add +11.4% 43,312 $7.2M
Soltis Investment Advisors LLC 0.56% Reduce -5.9% 43,270 $7.2M
Arizona State Retirement System 0.04% Add +1.3% 43,243 $7.2M
DNB Asset Management AS 0.03% Add +14.1% 42,559 $7.1M
Nisa Investment Advisors, LLC 0.03% Add +9.4% 42,431 $7.0M
Sei Investments Co. 0.01% Reduce -32.7% 42,330 $7.0M
State of Michigan Retirement System 0.04% Add +0.7% 41,934 $7.0M
Monte Financial Group, LLC 2.67% Add +0.6% 41,365 $6.9M
LaFleur & Godfrey LLC 0.85% Reduce -7.8% 40,966 $6.8M
Exencial Wealth Advisors, LLC 0.24% Reduce -2.0% 40,504 $6.7M
Independent Advisor Alliance 0.19% Add +30.4% 39,965 $6.6M
Beese Fulmer Investment Management, Inc. 0.49% Reduce -1.2% 39,589 $6.6M
Equitable Holdings, Inc. 0.05% Add +6.5% 39,549 $6.6M
Intech Investment Management LLC 0.06% Add +88.6% 39,218 $6.5M
Man Group plc 0.01% Add +17.4% 39,217 $6.5M
Cyndeo Wealth Partners, LLC 0.38% New 38,608 $6.4M
MetLife Investment Management, LLC 0.04% Reduce -1.9% 38,469 $6.4M
Yacktman Asset Management 0.09% Add +44.5% 38,250 $6.3M
Erste Asset Management GmbH 0.05% Add +6.2% 37,794 $6.3M
Hudson Bay Capital Management LP 0.05% Add +347.9% 37,977 $6.3M
Orion Investment Co 2.21% Reduce -1.9% 37,640 $6.2M
Aptus Capital Advisors, LLC 0.06% Reduce -7.1% 36,967 $6.1M
Quinn Opportunity Partners LLC 0.53% New 36,930 $6.1M
Poehling Capital Management, INC. 1.43% Reduce -0.1% 36,842 $6.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +7.4% 36,295 $6.0M
Blair William & Co. 0.02% Reduce -6.8% 36,285 $6.0M
Czech National Bank 0.05% Add +6.6% 36,174 $6.0M
Corient Private Wealth LP 0.01% Reduce -0.8% 36,055 $6.0M
M&T Bank Corp 0.02% Reduce -3.0% 35,408 $5.9M
Swiss Life Asset Management Ltd 0.04% Add +165.6% 34,928 $5.8M
Korea Investment CORP 0.01% Add +15.3% 34,247 $5.7M
Palisade Asset Management, LLC 0.56% Add +9.7% 34,099 $5.7M
W.G. Shaheen & Associates DBA Whitney & Co 0.56% Reduce -0.6% 33,924 $5.6M
Dean Investment Associates, LLC 0.83% Add +1.4% 33,842 $5.6M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -0.9% 33,331 $5.5M
Advisors Asset Management, Inc. 0.10% Reduce -0.1% 33,300 $5.5M
Lipe & Dalton 2.87% Reduce -0.7% 31,989 $5.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +14.9% 31,958 $5.3M
Merit Financial Group, LLC 0.06% Add +14.2% 31,796 $5.3M
Retirement Systems of Alabama 0.02% Add +0.0% 31,756 $5.3M
Fruth Investment Management 1.43% Reduce -0.6% 31,741 $5.3M
Regions Financial Corp. 0.04% Reduce -54.1% 31,659 $5.3M
Cresset Asset Management, LLC 0.03% Reduce -10.7% 31,462 $5.2M
Benjamin Edwards Inc. 0.06% Reduce -69.1% 30,583 $5.1M
USS Investment Management Ltd 0.03% No change 30,405 $5.0M
Hudson Edge Investment Partners Inc. 0.86% Add +2.3% 30,253 $5.0M
Wilkins Investment Counsel Inc. 0.71% Reduce -0.7% 30,238 $5.0M
Glassy Mountain Advisors, Inc. 1.60% Add +4.0% 30,002 $5.0M
Employees Provident Fund Board 0.04% No change 30,000 $5.0M
IFM Investors Pty Ltd 0.05% Add +5.5% 29,959 $5.0M
Brown Advisory Inc. 0.01% Add +3.2% 29,787 $4.9M
Forsta Ap-Fonden 0.03% Add +4.2% 29,700 $4.9M
Benedict Financial Advisors Inc. 1.12% Add +2.1% 29,685 $4.9M
Pathstone Holdings, LLC 0.02% Add +8.3% 29,682 $4.9M
Dakota Wealth Management 0.10% Reduce -6.6% 29,649 $4.9M
Portland Global Advisors LLC 0.58% Reduce -0.3% 29,578 $4.9M
Cibc World Market Inc. 0.01% Reduce -6.7% 29,456 $4.9M
Amalgamated Bank 0.04% Add +0.9% 29,202 $4.8M
Liberty One Investment Management, LLC 0.48% Add +12.3% 28,767 $4.8M
Verition Fund Management LLC 0.03% Reduce -43.8% 28,174 $4.7M
Stansberry Asset Management, LLC 0.54% Add +4.5% 28,157 $4.7M
Cwm, LLC 0.02% Add +244.3% 27,983 $4.6M
Rockefeller Capital Management L.P. 0.01% Add +3.9% 27,905 $4.6M
Advisory Services Network, LLC 0.07% Add +7.3% 24,814 $4.6M
Orion Porfolio Solutions, LLC 0.04% Add +8.6% 27,603 $4.6M
XTX Topco Ltd 0.19% New 27,295 $4.5M
ProShare Advisors LLC 0.01% Add +11.1% 26,501 $4.4M
Glenmede Investment Management, LP 0.02% — 26,353 $4.4M
Slagle Financial, LLC 1.76% New 26,317 $4.4M
TrueMark Investments, LLC 0.94% Add +8.8% 26,303 $4.4M
Hendley & Co. Inc. 1.52% Reduce -1.1% 26,298 $4.4M
Bontempo Ohly Capital Mgmt LLC 1.97% Add +1.9% 26,194 $4.3M
Heritage Investors Management Corp. 0.13% Reduce -1.4% 25,574 $4.2M
Aquatic Capital Management LLC 0.09% New 25,483 $4.2M
Johnson Investment Counsel Inc. 0.04% Reduce -34.6% 25,393 $4.2M
Old National Bancorp 0.07% Add +895.4% 25,373 $4.2M
SevenBridge Financial Group, LLC 0.74% Reduce -17.4% 23,859 $4.2M
Philip James Wealth Mangement, LLC 0.55% Add +1367.1% 25,058 $4.2M
Signature Wealth Management Group 1.63% Add +4.0% 24,902 $4.1M
Parthenon LLC 0.47% Reduce -0.6% 24,515 $4.1M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -77.7% 24,189 $4.0M
Utah Retirement Systems 0.04% Reduce -0.7% 23,997 $4.0M
Birmingham Capital Management Co. Inc. 1.75% Reduce -7.2% 23,810 $4.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +12.0% 23,524 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -17.6% 23,275 $3.9M
Xponance LLC 0.03% Add +3.2% 23,146 $3.8M
1834 Investment Advisors Co. 0.48% Add +1102.9% 22,987 $3.8M
Fiduciary Trust Co 0.05% Reduce -0.0% 22,981 $3.8M
Appleton Partners Inc. 0.27% Reduce -0.6% 22,969 $3.8M
Azimuth Capital Investment Management LLC 0.14% Add +2.3% 22,630 $3.8M
Teacher Retirement System of Texas 0.02% Add +4.0% 22,467 $3.7M
Mengis Capital Management, Inc. 0.79% Reduce -27.7% 22,400 $3.7M
Hamel Associates, Inc. 1.26% Add +0.5% 22,373 $3.7M
Sanctuary Advisors, LLC 0.02% Add +19.8% 22,266 $3.7M
Daiwa Securities Group Inc. 0.01% Add +5.5% 22,247 $3.7M
New York Life Investment Management LLC 0.03% Add +1.4% 22,184 $3.7M
Police & Firemen's Retirement System of New Jersey 0.03% Add +4.2% 21,985 $3.6M
ASR Vermogensbeheer N.V. 0.05% Reduce -0.4% 21,858 $3.6M
Ironwood Investment Counsel, LLC 0.56% Add +3.4% 21,760 $3.6M
Quantitative Investment Management, LLC 0.48% New 21,608 $3.6M
Virginia Wealth Management Group, Inc. 2.15% Add +1.6% 21,305 $3.5M
Absher Wealth Management, LLC 0.44% Add +2.9% 21,208 $3.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.1% 21,168 $3.5M
Eliot Finkel Investment Counsel, LLC 2.25% Reduce -0.6% 21,095 $3.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +29.3% 21,021 $3.5M
Mercer Global Advisors Inc. 0.01% Reduce -2.6% 20,895 $3.5M
State of Alaska, Department of Revenue 0.04% Reduce -3.2% 20,820 $3.5M
AMG National Trust Bank 0.09% No change 20,634 $3.4M
Mesirow Financial Investment Management, Inc. 0.07% Add +4.0% 20,628 $3.4M
Hamilton Point Investment Advisors, LLC 0.56% Reduce -1.2% 20,580 $3.4M
Coston, McIsaac & Partners 0.88% Add +0.9% 20,557 $3.4M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -33.1% 20,548 $3.4M
Kestra Advisory Services, LLC 0.02% Add +9.9% 20,313 $3.4M
Jane Street Group, LLC 0.01% Add +1189.3% 20,267 $3.4M
Thrive Capital Management, LLC 1.05% Add +95.6% 20,188 $3.4M
Cape Cod Five Cents Savings Bank 0.31% No change 17,441 $3.3M
Bright Rock Capital Management, LLC 0.67% No change 20,000 $3.3M
Colonial Trust Advisors 0.27% Reduce -28.4% 19,883 $3.3M
Nissay Asset Management Corp. /Japan 0.02% Add +2.6% 19,861 $3.3M
Hohimer Wealth Management, LLC 0.58% Reduce -4.2% 19,643 $3.3M
Jones Financial Companies LLLP 0.00% Add +18.5% 19,361 $3.2M
Agf Management Ltd. 0.01% Add +25.3% 19,308 $3.2M
Ancora Advisors LLC 0.07% Reduce -4.8% 19,217 $3.2M
Lombard Odier Asset Management (Switzerland) SA 0.16% Reduce -17.9% 19,147 $3.2M
Vontobel Holding Ltd. 0.01% Reduce -9.6% 19,122 $3.2M
Inkwell Capital LLC 3.37% Reduce -0.8% 18,894 $3.1M
Yousif Capital Management, LLC 0.03% Reduce -1.6% 18,825 $3.1M
Generali Asset Management SPA SGR 0.07% Reduce -8.1% 18,667 $3.1M
LVM Capital Management Ltd. 0.32% Reduce -3.6% 18,625 $3.1M
Cibc World Markets Corp. 0.02% Reduce -63.8% 18,620 $3.1M
Hillman Capital Management, Inc. 1.69% Reduce -14.7% 18,608 $3.1M
MML Investors Services, LLC 0.01% Reduce -9.9% 18,589 $3.1M
William Allan Corp 1.78% Reduce -1.0% 18,415 $3.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +19.2% 18,251 $3.0M
44 Wealth Management LLC 1.07% Reduce -3.3% 18,178 $3.0M
Bragg Financial Advisors, Inc 0.11% Add +4.2% 18,142 $3.0M
Woodstock Corp. 0.28% Add +38.2% 18,062 $3.0M
Elevate Capital Advisors, LLC 2.38% Add +27.8% 18,026 $3.0M
Bank of Nova Scotia 0.01% Add +4.5% 17,927 $3.0M
Private Advisor Group, LLC 0.02% Reduce -23.0% 17,884 $3.0M
Sage Capital Advisors,llc 0.73% Add +1.8% 17,854 $3.0M
Econ Financial Services Corp 1.52% Add +741.8% 17,838 $3.0M
Assenagon Asset Management S.A. 0.00% Reduce -60.0% 17,786 $3.0M
O'shaughnessy Asset Management, LLC 0.02% Add +38.6% 17,782 $3.0M
Axxcess Wealth Management, LLC 0.07% Reduce -8.0% 17,630 $2.9M
Capital International Sarl 0.06% Reduce -5.7% 17,456 $2.9M
Concorde Financial Corp 1.71% Add +0.4% 17,444 $2.9M
Empire Financial Management Company, LLC 0.83% Add +14.7% 17,234 $2.9M
Hennessy Advisors Inc. 0.10% Reduce -2.3% 17,200 $2.9M
Steward Partners Investment Advisory, LLC 0.02% Reduce -2.4% 17,106 $2.8M
Amica Mutual Insurance Co. 0.27% No change 17,075 $2.8M
Gabelli Funds LLC 0.02% Add +30.8% 17,000 $2.8M
Peapack Gladstone Financial Corp. 0.04% Add +2.9% 16,980 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -1.0% 16,977 $2.8M
Occidental Asset Management, LLC 0.38% Add +17.7% 16,775 $2.8M
Northwest & Ethical Investments L.P. 0.07% New 16,770 $2.8M
Dana Investment Advisors, Inc. 0.09% Reduce -3.6% 16,715 $2.8M
D.A. Davidson & Co. 0.02% Reduce -0.8% 16,593 $2.8M
Stonebridge Capital Advisors LLC 0.21% Add +0.3% 16,533 $2.7M
Atria Wealth Solutions, Inc. 0.06% Reduce -29.3% 16,448 $2.7M
&partners 0.02% Add +31.4% 16,342 $2.7M
Nordwand Advisors, LLC 0.42% New 16,300 $2.7M
UniSuper Management Pty Ltd 0.02% Add +0.3% 16,243 $2.7M
Walleye Trading LLC 0.07% Add +9.7% 16,105 $2.7M
Atria Investments, Inc 0.03% Add +32.9% 16,065 $2.7M
Burney Co./ 0.09% Reduce -5.3% 16,051 $2.7M
Callahan Advisors, LLC 0.24% No change 15,856 $2.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -9.5% 15,846 $2.6M
Elo Mutual Pension Insurance Co 0.05% Reduce -3.1% 15,652 $2.6M
Tidal Investments LLC 0.02% Reduce -0.3% 15,463 $2.6M
Promethium Advisors,llc 1.55% Add +15.2% 15,404 $2.6M
OP Asset Management Ltd 0.04% Reduce -2.0% 15,369 $2.6M
Culbertson A N & Co. Inc. 0.39% Reduce -7.8% 15,277 $2.5M
Capstone Investment Advisors, LLC 0.03% Add +802.3% 15,159 $2.5M
Sierra Legacy Group 1.94% Add +2.3% 15,095 $2.5M
Bahl & Gaynor LLC 0.01% Reduce -32.1% 15,062 $2.5M
Moloney Securities Asset Management, LLC 0.31% Add +1.9% 14,891 $2.5M
Eukles Asset Management 1.01% Add +0.3% 14,852 $2.5M
DAVENPORT & Co LLC 0.01% Reduce -33.8% 14,824 $2.5M
Central Bank & Trust Co. 0.40% Reduce -9.4% 14,755 $2.4M
Valeo Financial Advisors, LLC 0.06% Reduce -0.6% 14,723 $2.4M
iSAM Funds (UK) Ltd 0.53% Add +219.8% 14,710 $2.4M
Hussman Strategic Advisors, Inc. 0.56% No change 14,700 $2.4M
Ashton Thomas Private Wealth, LLC 0.09% Add +149.9% 14,691 $2.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.5% 14,580 $2.4M
Avanza Fonder AB 0.07% No change 14,525 $2.4M
Carret Asset Management, LLC 0.26% Reduce -1.4% 14,500 $2.4M
Assetmark, Inc. 0.01% Add +5.3% 14,468 $2.4M
Summit Place Financial Advisors, LLC 1.20% Reduce -5.7% 14,424 $2.4M
Achmea Investment Management B.V. 0.03% Reduce -25.5% 14,323 $2.4M
Sowell Financial Services LLC 0.10% Add +9.6% 14,241 $2.4M
DT Investment Partners, LLC 0.21% No change 13,951 $2.3M
Davis R M Inc. 0.04% Reduce -58.9% 13,927 $2.3M
Captrust Financial Advisors 0.01% Add +13.0% 13,701 $2.3M
Chesley Taft & Associates LLC 0.10% Reduce -0.3% 13,656 $2.3M
Auxier Asset Management LLC 0.33% Add +0.9% 13,560 $2.3M
Thrivent Financial for Lutherans 0.01% Reduce -97.5% 13,535 $2.2M
Apollon Wealth Management, LLC 0.04% Add +158.0% 13,512 $2.2M
Argyle Capital Management, LLC 0.81% No change 13,511 $2.2M
Arnhold LLC 0.20% No change 13,480 $2.2M
Great Valley Advisor Group, Inc. 0.05% Reduce -9.3% 13,426 $2.2M
Settian Capital LP 1.57% No change 13,400 $2.2M
NorthCrest Asset Manangement, LLC 0.06% Reduce -0.2% 12,597 $2.2M
Dearborn Partners LLC 0.10% Reduce -58.6% 13,331 $2.2M
Gries Financial LLC 0.40% Add +70.7% 13,272 $2.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -29.2% 13,184 $2.2M
Avantax Advisory Services, Inc. 0.01% Add +4.2% 13,159 $2.2M
J.W. Cole Advisors, Inc. 0.05% Add +3.1% 13,086 $2.2M
Pinebridge Investments, L.P. 0.02% Reduce -69.3% 13,043 $2.2M
Moors & Cabot, Inc. 0.10% Add +2.7% 12,889 $2.1M
Cim, LLC 0.29% Add +11.2% 12,792 $2.1M
Oregon Public Employees Retirement Fund 0.04% Add +0.8% 12,776 $2.1M
CENTRAL TRUST Co 0.05% Add +0.6% 12,764 $2.1M
MOKAN Wealth Management Inc. 1.18% Add +20.1% 12,735 $2.1M
Alps Advisors Inc. 0.01% Reduce -0.2% 12,720 $2.1M
Siemens Fonds Invest GmbH 0.12% Add +3.0% 12,663 $2.1M
Ashton Thomas Securities, LLC 0.51% New 12,631 $2.1M
Keybank National Association 0.01% Add +21.5% 12,615 $2.1M
IFG Advisory, LLC 0.10% Add +7.6% 12,547 $2.1M
Rafferty Asset Management, LLC 0.01% Add +23.2% 12,547 $2.1M
Kentucky Farm Bureau Mutual Insurance Co 0.44% No change 12,500 $2.1M
Ami Investment Management Inc. 0.53% Add +1.4% 12,434 $2.1M
Next Level Private LLC 0.66% No change 12,251 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Reduce -5.8% 12,160 $2.0M
Ossiam 0.02% Add +40.7% 12,003 $2.0M
Greenleaf Trust 0.02% Add +4.3% 12,003 $2.0M
MAI Capital Management 0.01% Reduce -26.7% 11,962 $2.0M
Tudor Financial Inc. 1.12% Add +459.4% 11,915 $2.0M
CreativeOne Wealth, LLC 0.05% Add +21.2% 11,873 $2.0M
Prospera Financial Services Inc 0.04% Reduce -9.3% 11,862 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% Add +2.4% 11,588 $1.9M
Hazlett, Burt & Watson, Inc. 0.77% Reduce -1.1% 11,349 $1.9M
Studio Investment Management LLC 0.38% Add +25.1% 11,303 $1.9M
Knollwood Investment Advisory, LLC 0.18% No change 11,268 $1.9M
Public Sector Pension Investment Board 0.01% Reduce -44.1% 11,209 $1.9M
CIBC Private Wealth Group LLC 0.00% Reduce -32.9% 11,174 $1.9M
ICW Investment Advisors LLC 0.73% Add +2.5% 11,174 $1.9M
Harvest Investment Advisors, LLC 1.17% Add +1.0% 10,967 $1.8M
Jamison Private Wealth Management, Inc. 0.26% Reduce -0.5% 10,924 $1.8M
R.H. Dinel Investment Counsel, Inc. 1.20% Reduce -6.0% 10,890 $1.8M
Capital Investment Advisors, LLC 0.03% Reduce -13.9% 10,634 $1.8M
Klein Pavlis & Peasley Financial, Inc. 1.17% Add +46.0% 10,584 $1.8M
Physicians Financial Services, Inc. 0.52% Add +2.2% 10,584 $1.8M
Venture Visionary Partners LLC 0.07% Add +0.2% 10,551 $1.8M
Lantz Financial LLC 0.44% Add +8.1% 10,539 $1.7M
Delta Global Management LP 0.12% Add +11.2% 10,456 $1.7M
Banco Santander, S.A. 0.02% New 10,441 $1.7M
Fragasso Financial Advisors Inc 0.12% Reduce -17.4% 10,347 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.08% — 10,270 $1.7M
Mizuho Securities USA LLC 0.04% — 10,230 $1.7M
Zurich Insurance Group Ltd 0.01% No change 10,200 $1.7M
Westhampton Capital, LLC 0.85% No change 9,947 $1.7M
Pacific Point Advisors, LLC 0.88% Add +4.7% 9,792 $1.6M
HBW Advisory Services LLC 0.19% Reduce -40.6% 9,518 $1.6M
Castle Rock Wealth Management, LLC 0.37% No change 8,860 $1.6M
Candriam S.C.A. 0.01% Reduce -11.9% 9,468 $1.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.17% Reduce -0.8% 9,458 $1.6M
Wescott Financial Advisory Group, LLC 0.15% Reduce -6.1% 9,442 $1.6M
Colonial Trust Co / SC 0.23% Reduce -28.9% 9,400 $1.6M
Commonwealth Retirement Investments LLC 0.59% Add +9.2% 9,361 $1.6M
Kentucky Retirement Systems 0.05% Reduce -6.2% 9,332 $1.5M
Bokf, NA 0.03% Reduce -59.9% 9,323 $1.5M
Bradley Foster & Sargent Inc. 0.02% Add +80.4% 9,292 $1.5M
Citizens Financial Group Inc. 0.02% Add +4.2% 9,288 $1.5M
NEOS Investment Management LLC 0.02% Add +24.4% 9,115 $1.5M
Allianz Asset Management GmbH 0.00% Reduce -43.0% 9,115 $1.5M
Leavell Investment Management, Inc. 0.07% Reduce -6.9% 9,112 $1.5M
Farther Finance Advisors, LLC 0.03% Add +3.4% 9,109 $1.5M
Wallace Capital Management Inc. 0.21% Reduce -12.2% 9,090 $1.5M
CoreCap Advisors, LLC 0.06% Add +2.3% 9,013 $1.5M
Commerzbank Aktiengesellschaft 0.03% Add +30.8% 8,953 $1.5M
Hartford Investment Management Co. 0.05% Reduce -0.7% 8,922 $1.5M
Stratos Wealth Partners, LTD. 0.02% Reduce -71.9% 8,904 $1.5M
Acadian Asset Management LLC 0.00% Reduce -3.0% 8,831 $1.5M
Smithfield Trust Co 0.07% Reduce -4.1% 8,754 $1.5M
Lafayette Investments, Inc. 0.29% Reduce -1.7% 8,748 $1.5M
Weaver C. Barksdale & Associates, Inc. 1.39% Reduce -0.4% 8,733 $1.5M
Wolverine Trading, LLC 0.04% Reduce -31.2% 8,623 $1.4M
Sterling Capital Management LLC 0.02% Add +21.7% 8,662 $1.4M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.01% Add +0.0% 8,629 $1.4M
Shelton Capital Management 0.03% No change 8,626 $1.4M
Robeco Institutional Asset Management B.V. 0.00% Add +11.2% 8,412 $1.4M
LCNB Corp. 0.49% Reduce -2.5% 8,400 $1.4M
Bridgewater Associates 0.01% Reduce -23.7% 8,350 $1.4M
Tevis Investment Management 0.88% Add +114.7% 8,277 $1.4M
Jacobi Capital Management LLC 0.09% Add +2.7% 8,272 $1.4M
Principal Securities, Inc. 0.03% Add +37.0% 8,228 $1.4M
CW Advisors, LLC 0.01% Add +53.7% 8,163 $1.4M
Kestra Private Wealth Services, LLC 0.02% Reduce -29.5% 8,159 $1.4M
Allworth Financial LP 0.01% Add +13.4% 8,152 $1.4M
Commerce Bank 0.01% Add +4.5% 8,134 $1.3M
Toth Financial Advisory Corp. 0.16% Reduce -8.1% 8,085 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -4.4% 8,079 $1.3M
Allegheny Financial Group 0.30% Add +0.4% 8,025 $1.3M
Savant Capital, LLC 0.01% Add +18.2% 8,002 $1.3M
J.P. Marvel Investment Advisors, LLC 0.21% No change 8,000 $1.3M
Horizon Investments, LLC 0.02% Add +60.3% 7,981 $1.3M
Clark & Stuart, Inc 0.99% Reduce -3.2% 7,920 $1.3M
Weiss Asset Management LP 0.02% New 7,900 $1.3M
Plato Investment Management Ltd 0.10% Add +0.0% 7,883 $1.3M
Peak Retirement Planning, Inc. 0.53% Add +34.9% 7,847 $1.3M
Gulf International Bank (UK) Ltd 0.05% No change 7,849 $1.3M
Lido Advisors, LLC 0.01% Add +29.4% 7,836 $1.3M
Ethic Inc. 0.02% Add +3.6% 7,776 $1.3M
Norinchukin Bank, The 0.02% Add +7.1% 7,817 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -1.3% 7,800 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -7.8% 7,764 $1.3M
NewEdge Advisors, LLC 0.01% Reduce -12.3% 7,724 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -1.3% 7,696 $1.3M
IFP Advisors, Inc 0.04% Reduce -18.7% 6,988 $1.3M
QRG Capital Management, Inc. 0.01% Reduce -3.3% 7,606 $1.3M
Hutner Capital Management Inc. 0.57% Reduce -6.6% 7,595 $1.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.46% No change 7,542 $1.3M
Donald L. Hagan, LLC 0.62% New 7,505 $1.2M
GAMMA Investing LLC 0.08% Add +26.1% 7,450 $1.2M
Precedent Wealth Partners, LLC 0.30% Add +24.7% 7,390 $1.2M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -8.4% 7,325 $1.2M
Bath Savings Trust Co 0.12% Reduce -10.4% 7,250 $1.2M
Williams Jones Wealth Management, LLC. 0.01% Add +0.3% 7,227 $1.2M
Wealthquest Corp 0.09% Add +0.0% 7,213 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -13.5% 6,725 $1.2M
Howland Capital Management LLC 0.05% Add +7.6% 7,096 $1.2M
Maryland State Retirement & Pension System 0.03% Add +4.0% 7,081 $1.2M
Park Avenue Securities LLC 0.01% Add +3.3% 7,070 $1.2M
Walleye Capital LLC 0.01% Add +95.8% 7,056 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -55.2% 7,000 $1.2M
RKL Wealth Management LLC 0.10% Add +1.0% 6,958 $1.2M
Herold Advisors, Inc. 0.24% Add +5.3% 6,937 $1.2M
Modera Wealth Management, LLC 0.01% Reduce -2.8% 6,930 $1.1M
Pensionfund Sabic 0.32% Reduce -6.8% 6,900 $1.1M
New Mexico Educational Retirement Board 0.04% No change 6,878 $1.1M
Rwa Wealth Partners, LLC 0.01% Add +3.7% 6,875 $1.1M
Retirement Guys Formula LLC 0.43% Add +13.1% 6,861 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% Add +9.7% 6,821 $1.1M
London Co. of Virginia 0.01% No change 6,808 $1.1M
Asset Advisors Investment Management, LLC 0.11% Reduce -5.6% 6,800 $1.1M
Haverford Trust Co 0.01% Reduce -1.6% 6,768 $1.1M
NewEdge Wealth, LLC 0.02% Reduce -1.8% 5,943 $1.1M
Entropy Technologies, LP 0.09% New 6,688 $1.1M
Tempus Wealth Planning, LLC 0.27% Add +2.5% 6,616 $1.1M
Gouws Capital LLC 0.67% No change 6,600 $1.1M
B&D White Capital Company, LLC 0.17% New 6,600 $1.1M
Mgo One Seven LLC 0.04% Add +21.0% 6,562 $1.1M
LMR Partners LLP 0.02% Reduce -23.8% 6,500 $1.1M
Arkadios Wealth Advisors 0.03% Add +21.8% 6,456 $1.1M
Clearbridge Investments, LLC 0.00% No change 6,440 $1.1M
Midwest Trust Co 0.01% — 6,406 $1.1M
Vestcor Inc 0.03% Reduce -88.8% 6,383 $1.1M
Campbell Newman Asset Management Inc. 0.08% No change 6,379 $1.1M
Quadcap Wealth Management, LLC 0.13% Add +31.6% 6,365 $1.1M
Geneos Wealth Management Inc. 0.03% Add +2.1% 6,348 $1.1M
Flagship Harbor Advisors, LLC 0.05% Reduce -9.2% 6,273 $1.0M
Vident Advisory, LLC 0.01% Reduce -72.9% 6,268 $1.0M
B. Metzler seel. Sohn & Co. AG 0.01% No change 6,263 $1.0M
RB Capital Management, LLC 0.24% Add +0.2% 6,241 $1.0M
OV Management LLC 0.87% Reduce -60.3% 6,236 $1.0M
Crossmark Global Holdings, Inc. 0.02% Reduce -8.5% 6,188 $1.0M
Huntington National Bank 0.01% Reduce -5.1% 6,159 $1.0M
Massachusetts Wealth Management 0.57% Add +2.9% 6,132 $1.0M
Scotia Capital Inc. 0.00% Add +4.0% 6,132 $1.0M
Lanark Financial, Inc. 0.08% Add +78.4% 6,097 $1.0M
Country Club Bank 0.06% Reduce -74.1% 6,002 $1.0M
Money Concepts Capital Corp. 0.07% Add +22.4% 5,958 $989K
Ascent Group, LLC 0.04% Add +284.7% 5,951 $987K
Sequoia Financial Advisors, LLC 0.01% Add +8.0% 5,948 $987K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6.0% 5,937 $985K
Caldwell Sutter Capital, Inc. 0.45% Add +0.6% 5,929 $984K
Lazard Asset Management LLC 0.00% Add +6.1% 5,920 $982K
Integrated Wealth Concepts LLC 0.01% Reduce -27.9% 5,908 $980K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +235.0% 5,903 $980K
Trivant Custom Portfolio Group, LLC 0.53% Reduce -2.0% 5,774 $958K
Vestmark Advisory Solutions, Inc. 0.01% New 5,719 $949K
Bryn Mawr Trust Advisors, LLC 0.05% Add +20.3% 5,701 $946K
Private Trust Co. NA 0.09% Add +0.6% 5,641 $936K
Tiaa Trust, National Association 0.00% Reduce -20.1% 5,637 $935K
Clearstead Advisors, LLC 0.01% Add +30.4% 5,614 $932K
Burns J W & Co. Inc. 0.11% Reduce -9.2% 5,608 $931K
Farringdon Capital, Ltd. 0.31% Add +3.5% 5,602 $930K
Waterfront Wealth Inc. 0.21% Reduce -3.0% 5,532 $918K
Tudor Investment Corporation 0.01% Add +29.3% 5,500 $913K
KFG Wealth Management, LLC 0.15% Add +9.0% 5,493 $912K
EP Wealth Advisors, LLC 0.01% Add +67.5% 5,478 $909K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -17.7% 5,477 $909K
Provident Investment Management, Inc. 0.08% Add +1.8% 5,470 $908K
Pollock Investment Advisors, LLC 0.74% Reduce -5.2% 5,450 $904K
Bluespring Wealth Management, LLC 0.09% Add +1.8% 5,430 $901K
Fullcircle Wealth LLC 0.34% Add +1.1% 4,728 $900K
Benin Management CORP 0.23% Add +0.9% 5,404 $897K
Van Cleef Asset Management,Inc 0.10% Reduce -0.2% 5,388 $894K
Busey Bank 0.03% Add +0.0% 5,387 $894K
Kestra Investment Management, LLC 0.03% Add +5.1% 5,385 $894K
Dorsey & Whitney Trust CO LLC 0.05% Add +6.2% 5,383 $893K
IHT Wealth Management, LLC 0.02% Reduce -6.1% 5,375 $892K
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.9% 5,375 $892K
Wedbush Securities Inc. 0.03% Add +17.5% 5,349 $888K
OMERS ADMINISTRATION Corp 0.01% No change 5,348 $888K
Virtu Financial LLC 0.05% Reduce -7.0% 5,341 $886K
Good Life Advisors, LLC 0.06% Add +53.9% 5,334 $885K
Sylvest Advisors, LLC 0.51% Add +1.8% 5,315 $882K
Metis Global Partners, LLC 0.02% Reduce -61.7% 5,305 $880K
SG Americas Securities, LLC 0.00% Reduce -40.0% 5,290 $878K
Cullen/Frost Bankers, Inc. 0.01% Add +21.9% 5,278 $876K
Empirical Finance, LLC 0.05% Add +0.7% 5,267 $874K
Kingsview Wealth Management, LLC 0.01% Reduce -45.3% 5,250 $871K
Stock Yards Bank & Trust Co. 0.03% Reduce -11.7% 5,227 $867K
Wendell David Associates Inc. 0.09% No change 5,195 $862K
Mitchell McLeod Pugh & Williams Inc. 0.16% Add +11.3% 5,194 $862K
Wellington Management Group LLP 0.00% Reduce -54.6% 5,160 $856K
Ballentine Partners, LLC 0.01% Add +38.9% 5,143 $853K
Oxler Private Wealth LLC 0.27% Add +0.8% 5,118 $849K
Advisors Capital Management, LLC 0.01% Add +3.4% 5,114 $849K
Smith, Moore & Co. 0.07% Reduce -11.9% 5,112 $848K
Lindsell Train Ltd 0.02% No change 5,100 $846K
Gotham Asset Management 0.01% Reduce -62.8% 5,081 $843K
Chilton Capital Management LLC 0.03% No change 5,045 $837K
Pettyjohn, Wood & White, Inc. 0.15% Add +14.2% 5,035 $836K
Prescott Group Capital Management, L.L.C. 0.10% No change 5,000 $830K
RiverFront Investment Group, LLC 0.02% No change 4,988 $828K
Burke & Herbert Bank & Trust Co. 0.18% No change 4,950 $821K
Rockland Trust Co. 0.04% Reduce -1.7% 4,914 $815K
Jump Financial, LLC 0.01% Reduce -69.9% 4,901 $813K
RBF Capital, LLC 0.04% No change 4,900 $813K
Cornerstone Advisors, LLC 0.03% Reduce -7.5% 4,900 $813K
Intrust Bank NA 0.07% Add +5.4% 4,859 $806K
Concurrent Investment Advisors, LLC 0.02% Reduce -3.0% 4,857 $806K
Meyer Handelman Co. 0.03% No change 4,800 $797K
Quadrant Capital Group LLC 0.03% Add +82.4% 4,781 $793K
Wealth Group, Ltd. 0.78% Add +4.3% 4,738 $786K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.5% 4,721 $783K
Harbour Investments, Inc. 0.02% Reduce -3.0% 4,712 $782K
Philadelphia Trust Co. 0.06% No change 4,709 $781K
Smart Money Group LLC 0.24% Add +15.0% 4,661 $774K
Old North State Wealth Management, LLC 0.40% Add +18.8% 4,598 $765K
Guardian Asset Advisors, LLC 0.44% Add +3.0% 4,610 $765K
Texas Yale Capital Corp. 0.03% No change 4,605 $764K
Stegent Equity Advisors, Inc. 0.68% Reduce -27.5% 4,602 $764K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +7.2% 4,600 $763K
Eubel Brady & Suttman Asset Management Inc. 0.10% New 4,583 $761K
NBT Bank, N.A. 0.05% Reduce -0.4% 4,579 $760K
Pinnacle Financial Partners Inc 0.02% Add +0.0% 4,574 $759K
Composition Wealth, LLC 0.01% Reduce -9.4% 4,567 $758K
HighPoint Advisor Group LLC 0.04% Add +7.1% 4,538 $753K
Forum Financial Management, LP 0.01% Reduce -6.5% 4,486 $744K
Portfolio Design Labs, LLC 0.15% New 4,468 $741K
Glenview Trust Co 0.01% Add +3.0% 4,463 $741K
Tectonic Advisors LLC 0.04% Reduce -4.2% 4,445 $738K
Aaron Wealth Advisors LLC 0.07% Reduce -7.4% 4,416 $733K
Select Asset Management & Trust 0.25% No change 4,403 $731K
Bridge Creek Capital Management LLC 0.21% Add +8.7% 4,370 $725K
Key Financial Inc 0.15% No change 4,362 $724K
AE Wealth Management LLC 0.01% Add +26.0% 4,343 $721K
Forvis Mazars Wealth Advisors, LLC 0.02% No change 4,340 $720K
Verdence Capital Advisors LLC 0.05% Add +0.4% 4,313 $716K
Chiron Capital Management, LLC 0.62% Reduce -4.5% 4,301 $714K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -1.6% 4,281 $710K
Squarepoint Ops LLC 0.00% Reduce -98.1% 4,280 $710K
Fifth Third Wealth Advisors LLC 0.03% Add +53.5% 4,248 $705K
Wealth Alliance, LLC 0.08% Add +5.9% 4,237 $703K
Ipsen Advisor Group LLC 0.53% New 4,224 $701K
Tower Research Capital LLC (TRC) 0.02% Add +28.9% 4,219 $700K
River Wealth Advisors LLC 0.09% No change 4,216 $700K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Add +15.0% 4,206 $698K
Oakworth Capital, Inc. 0.04% Reduce -0.8% 4,200 $697K
Stonebridge Financial Group, LLC 0.07% Add +6.9% 4,189 $695K
Wealthspire Advisors, LLC 0.00% Reduce -66.1% 4,184 $694K
Schulhoff & Co. Inc. 0.31% No change 4,181 $694K
UNIVEST FINANCIAL Corp 0.04% Reduce -6.9% 4,127 $685K
Formidable Asset Management, LLC 0.11% No change 3,976 $680K
Hixon Zuercher, LLC 0.22% Add +2.4% 4,093 $679K
Aureus Asset Management, LLC 0.04% Reduce -8.9% 4,090 $679K
Bartlett & Co. Wealth Management LLC 0.01% No change 4,078 $677K
Johnson Financial Group, Inc. 0.03% Reduce -9.0% 4,069 $675K
Independent Wealth Network Inc. 0.24% Add +0.2% 4,050 $672K
Applied Finance Capital Management, LLC 0.05% Reduce -20.9% 4,037 $670K
Mission Wealth Management, LP 0.01% Add +0.5% 4,022 $667K
Stratos Investment Management, LLC 0.03% Add +9.2% 4,008 $665K
Gifford Fong Associates 0.15% No change 4,000 $664K
Marquette Asset Management, LLC 0.11% No change 4,000 $664K
Florida Financial Advisors, LLC 0.16% Add +9.5% 3,979 $660K
Lifeworks Advisors, LLC 0.10% Add +2.6% 3,963 $658K
Wahed Invest LLC 0.10% New 3,960 $657K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.5% 3,960 $657K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -1.0% 3,948 $655K
Cassaday & Co Wealth Management LLC 0.02% Add +0.7% 3,940 $654K
First Command Advisory Services, Inc. 0.01% Add +2.6% 3,915 $650K
Callan Family Office, LLC 0.02% Add +65.5% 3,913 $649K
Grandview Asset Management LLC 0.21% Reduce -2.3% 3,872 $643K
Avidian Wealth Enterprises, LLC 0.03% Add +0.4% 3,856 $640K
Clare Market Investments LLC 0.14% New 3,855 $640K
Valley Forge Investment Consultants Inc. Adv 0.20% No change 3,850 $639K
Arete Wealth Advisors, LLC 0.04% Reduce -21.6% 3,810 $632K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -31.4% 3,807 $632K
Beacon Financial Group 0.07% Add +1.3% 3,798 $630K
BLB&B Advisors, LLC 0.03% No change 3,770 $626K
Farmers Trust Co. 0.12% Reduce -3.8% 3,763 $624K
Summit Financial, LLC 0.01% Add +57.5% 3,760 $624K
Significant Wealth Partners LLC 0.31% Add +4.1% 3,753 $623K
Roundview Capital LLC 0.04% Reduce -31.4% 3,751 $622K
Buttonwood Financial Advisors Inc. 0.25% Add +14.8% 3,728 $619K
Harvey Investment Co. LLC 0.07% No change 3,674 $610K
Klingman & Associates, LLC 0.03% Add +2.2% 3,665 $608K
SPC Financial, Inc. 0.05% Add +3.5% 3,647 $605K
Diligent Investors, LLC 0.14% No change 3,645 $605K
Somerset Trust Co 0.20% Reduce -2.2% 3,637 $604K
Investment Management Corp of Ontario 0.01% Reduce -12.1% 3,631 $603K
NORTHSTAR ASSET MANAGEMENT Co 0.14% Reduce -5.3% 3,600 $597K
Midland Wealth Advisors, LLC 0.03% No change 3,600 $597K
Intelligent Financial Strategies 0.32% Reduce -19.3% 3,594 $596K
Van Hulzen Asset Management, LLC 0.05% Add +33.9% 3,543 $588K
Two Sigma Securities, LLC 0.07% Add +6.0% 3,525 $585K
Silver Coast Investments LLC 0.21% Reduce -9.8% 3,517 $584K
Welch & Forbes LLC 0.01% Reduce -14.6% 3,500 $581K
Parallel Advisors, LLC 0.01% Reduce -6.6% 3,498 $580K
STRS Ohio 0.00% New 3,482 $578K
Alhambra Investment Management LLC 0.28% Add +4.0% 3,441 $571K
HM Payson & Co. 0.01% No change 3,432 $570K
Hunter Associates Investment Management LLC 0.08% Reduce -28.1% 3,425 $568K
Argent Trust Co 0.02% Add +15.9% 3,400 $564K
Fox Run Management, L.L.C. 0.09% New 3,383 $561K
Waverly Advisors, LLC 0.01% Add +3.7% 3,334 $553K
Tarbox Family Office, Inc. 0.08% Add +0.0% 3,310 $549K
Tocqueville Asset Management L.P. 0.01% Reduce -86.7% 3,302 $548K
Mufg Securities Americas Inc. 0.05% Add +25.4% 3,280 $544K
Koshinski Asset Management, Inc. 0.04% Add +33.4% 3,279 $544K
Ipswich Investment Management Co., Inc. 0.13% No change 3,250 $539K
one8zero8, LLC 0.13% Add +1.6% 3,244 $538K
Freedom Investment Management, Inc. 0.04% Reduce -13.3% 3,228 $536K
America First Investment Advisors, LLC 0.11% No change 3,217 $534K
Ade, LLC 0.28% No change 3,170 $526K
Davis Investment Partners, LLC 0.19% Add +3.2% 2,956 $520K
Mraz, Amerine & Associates, Inc. 0.08% New 3,115 $517K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -1.7% 3,114 $517K
Cardiff Park Advisors, LLC 0.04% Add +22.1% 3,060 $508K
Uncommon Cents Investing LLC 0.14% New 3,045 $505K
Hudock, Inc. 0.08% Add +3.2% 3,037 $504K
Inscription Capital, LLC 0.07% Reduce -62.6% 3,015 $500K
ARS Wealth Advisors Group, LLC 0.06% Reduce -1.3% 3,012 $500K
Waters Parkerson & Co., LLC 0.02% No change 2,990 $496K
Frank, Rimerman Advisors LLC 0.03% Add +18.3% 2,977 $494K
HB Wealth Management, LLC 0.00% Reduce -29.1% 2,973 $494K
Sumitomo Life Insurance Co. 0.03% Reduce -5.1% 2,952 $490K
CX Institutional 0.02% Add +6.8% 2,947 $489K
Vise Technologies, Inc. 0.02% — 2,938 $488K
Salvus Wealth Management, LLC 0.28% Reduce -0.3% 2,916 $484K
GeoWealth Management, LLC 0.02% Add +45.7% 2,916 $484K
LifeGuide Financial Advisors, LLC 0.18% Add +19.8% 2,914 $484K
Lincoln Capital LLC 0.09% No change 2,912 $483K
Signaturefd, LLC 0.01% Reduce -5.7% 2,901 $481K
Hardman Johnston Global Advisors LLC 0.02% No change 2,900 $481K
First American Trust, FSB 0.04% Reduce -0.2% 2,898 $481K
Astoria Portfolio Advisors LLC. 0.13% Add +1.8% 2,609 $480K
Adalta Capital Management LLC 0.24% Add +135.2% 2,891 $480K
Daymark Wealth Partners, LLC 0.02% Reduce -0.2% 2,883 $478K
StoneX Group Inc. 0.02% Reduce -37.4% 2,879 $478K
Brown Miller Wealth Management, LLC 0.15% Add +15.3% 2,877 $477K
Atlantic Union Bankshares Corp 0.01% New 2,871 $476K
Prudential PLC 0.00% Reduce -93.4% 2,862 $475K
West Family Investments, Inc. 0.12% Reduce -8.8% 2,857 $474K
Faithward Advisors, LLC 0.07% Add +4.3% 2,851 $473K
MTM Investment Management, LLC 0.16% Add +26.6% 2,833 $470K
Hantz Financial Services, Inc. 0.01% Add +216.1% 2,832 $470K
Oak Thistle LLC 0.07% New 2,805 $465K
Safe Harbor Fiduciary, LLC 0.44% Add +10.8% 2,800 $465K
ICICI Prudential Asset Management Co Ltd 0.06% New 2,800 $465K
International Assets Investment Management, LLC 0.04% Reduce -19.6% 2,788 $463K
Stanley-Laman Group, Ltd. 0.07% Add +95.2% 2,784 $462K
Ledyard National Bank 0.04% Add +1.4% 2,782 $462K
Cove Private Wealth, LLC 0.16% Add +76.2% 2,774 $460K
Advisors Preferred, LLC 0.08% No change 2,600 $457K
Canada Post Corp Registered Pension Plan 0.03% New 2,749 $456K
Coldstream Capital Management Inc. 0.01% Reduce -1.8% 2,748 $456K
Hilltop Holdings Inc. 0.03% Add +1.0% 2,741 $455K
Advisory Alpha, LLC 0.01% Reduce -8.0% 2,734 $454K
Banque Cantonale Vaudoise 0.02% Reduce -1.4% 2,718 $451K
Burns Matteson Capital Management, LLC 0.22% New 2,717 $451K
Douglass Winthrop Advisors, LLC 0.01% Reduce -0.2% 2,710 $450K
Tower Bridge Advisors 0.05% No change 2,700 $448K
Founders Financial Securities LLC 0.03% Add +5.2% 2,697 $448K
Centiva Capital, LP 0.03% Add +71.9% 2,685 $446K
Obermeyer Wealth Partners 0.02% Reduce -6.6% 2,671 $443K
Global Retirement Partners, LLC 0.01% — 2,668 $443K
Atwater Malick LLC 0.14% No change 2,661 $442K
Rydar Equities, Inc. 0.35% — 2,656 $441K
Robertson Stephens Wealth Management, LLC 0.02% Add +0.4% 2,650 $440K
Towne Trust Company, N.A 0.15% No change 2,640 $438K
PFG Investments, LLC 0.03% Add +4.4% 2,638 $438K
Trust Co. of Vermont 0.02% Reduce -2.3% 2,629 $436K
Sheets Smith Wealth Management 0.05% Reduce -1.1% 2,618 $434K
Impact Partnership Wealth, LLC 0.08% New 2,613 $434K
Evergreen Capital Management LLC 0.01% Add +84.7% 2,612 $433K
HBK Sorce Advisory LLC 0.01% Reduce -0.5% 2,612 $433K
Rexford Capital Inc. 0.36% — 2,610 $433K
Belpointe Asset Management LLC 0.02% Reduce -0.5% 2,600 $432K
Mutual Advisors, LLC 0.01% Reduce -25.3% 2,302 $431K
Satovsky Asset Management LLC 0.09% New 2,594 $430K
Field & Main Bank 0.14% Reduce -0.6% 2,590 $430K
Triangle Securities Wealth Management 0.10% Reduce -2.7% 2,545 $422K
Dillon & Associates Inc. 0.06% Reduce -10.3% 2,543 $422K
WBH Advisory Inc. 0.04% Reduce -13.6% 2,525 $419K
Hickory Point Bank & Trust 0.34% Add +1.0% 2,524 $419K
Columbia Asset Management 0.08% No change 2,524 $419K
BTS Asset Management, Inc. 0.50% New 2,521 $418K
Allen Investment Management, LLC 0.00% No change 2,520 $418K
Weatherly Asset Management L. P. 0.04% Reduce -5.3% 2,515 $417K
Enhancing Capital LLC 0.32% Reduce -0.2% 2,510 $417K
Syon Capital LLC 0.03% Reduce -8.2% 2,508 $416K
Zhang Financial LLC 0.02% No change 2,507 $416K
McClarren Financial Advisors, Inc. 0.27% Add +3.8% 2,504 $416K
Peoples Bank 0.28% No change 2,500 $415K
J2 Capital Management Inc 0.33% Add +19.5% 2,495 $414K
Aurdan Capital Management, LLC 0.14% No change 2,490 $413K
Intellectus Partners, LLC 0.09% Reduce -62.3% 2,463 $409K
Orrstown Financial Services Inc. 0.09% Reduce -16.1% 2,449 $406K
Crestwood Advisors Group, LLC 0.01% Add +15.1% 2,441 $405K
Associated Banc-Corp 0.01% Add +8.9% 2,424 $402K
Joel Isaacson & Co., LLC 0.02% Add +0.3% 2,413 $400K
OmniStar Financial Group, Inc. 0.30% Add +5.0% 2,413 $400K
Neo Ivy Capital Management 0.13% New 2,412 $400K
CWA Asset Management Group, LLC 0.02% Add +11.5% 2,411 $400K
United Capital Financial Advisors, LLC 0.00% Reduce -25.1% 2,400 $398K
Somerville Kurt F 0.07% Reduce -11.1% 2,400 $398K
Inspirion Wealth Advisors, LLC 0.05% Add +0.5% 2,398 $398K
Foster Group, Inc. 0.01% Reduce -12.1% 2,379 $395K
Meeder Advisory Services, Inc. 0.02% Add +10.0% 2,358 $391K
Snowden Capital Advisors LLC 0.01% Reduce -24.5% 2,357 $391K
Drucker Wealth 3.0, LLC 0.08% New 2,413 $391K
Baader Bank Aktiengesellschaft 0.03% New 2,374 $391K
Independence Bank of Kentucky 0.06% No change 2,348 $390K
V-Square Quantitative Management LLC 0.05% Reduce -7.8% 2,342 $389K
New Age Alpha Advisors, LLC 0.02% Add +4152.7% 2,339 $388K
Edge Financial Advisors LLC 0.20% Add +0.8% 2,334 $387K
CHICAGO TRUST Co NA 0.05% Add +36.9% 2,314 $384K
Outlook Wealth Advisors, LLC 0.10% Reduce -1.3% 2,304 $382K
Ingalls & Snyder LLC 0.01% Reduce -4.2% 2,303 $382K
Northeast Investment Management 0.02% No change 2,266 $376K
Essex Financial Services, Inc. 0.02% Reduce -2.8% 2,263 $376K
Stablepoint Partners, LLC 0.06% Add +0.2% 2,256 $374K
New England Research & Management, Inc. 0.18% New 2,250 $373K
Kathmere Capital Management, LLC 0.03% Add +29.7% 2,246 $373K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 2,243 $372K
First National Trust Co 0.01% Reduce -2.6% 2,241 $372K
Eastern Bank 0.01% Add +34.9% 2,240 $372K
Leonteq Securities AG 0.02% Reduce -34.3% 2,234 $371K
Northstar Group, Inc. 0.06% No change 2,232 $370K
Encompass More Asset Management 0.09% Add +19.7% 2,231 $370K
Foundations Investment Advisors, LLC 0.01% Add +44.9% 2,223 $369K
Insight Advisors, LLC/ PA 0.06% Add +0.1% 2,213 $367K
Navellier & Associates Inc. 0.05% Add +0.6% 2,208 $366K
Apella Capital, LLC 0.01% Add +10.5% 2,079 $365K
Legacy Capital Wealth Partners, LLC 0.08% New 2,194 $364K
Schonfeld Strategic Advisors LLC 0.00% Reduce -67.6% 2,194 $364K
Duncker Streett & Co. Inc. 0.07% No change 2,192 $364K
Ritholtz Wealth Management 0.01% Add +11.1% 2,185 $363K
CI Investments Inc. 0.00% Reduce -3.3% 2,158 $358K
Townsend & Associates, Inc 0.04% No change 1,900 $356K
Choate Investment Advisors 0.01% Reduce -0.3% 2,132 $354K
Medallion Wealth Advisors, LLC 0.14% Add +25000.0% 2,008 $353K
Eagle Global Advisors LLC 0.01% Add +40.5% 2,121 $352K
Meridian Investment Counsel Inc. 0.09% No change 2,100 $348K
Westerkirk Capital Inc. 0.04% — 2,100 $348K
Prime Capital Investment Advisors, LLC 0.00% Reduce -28.0% 2,093 $347K
Sunbelt Securities, Inc. 0.03% Reduce -2.6% 2,026 $343K
Heartland Bank & Trust Co 0.16% Reduce -3.8% 2,057 $341K
Tyler-Stone Wealth Management 0.06% Add +0.1% 2,056 $341K
Jennison Associates LLC 0.00% No change 2,047 $340K
Spinnaker Investment Group, LLC 0.08% Reduce -0.1% 2,042 $339K
KG Capital Management 0.10% Reduce -1.3% 2,034 $338K
Clear Harbor Asset Management, LLC 0.03% No change 2,032 $337K
Vestia Personal Wealth Advisors 0.23% Add +0.3% 2,021 $335K
Pinnacle West Asset Management, Inc. 0.23% No change 2,020 $335K
Silverlake Wealth Management LLC 0.10% Add +8.2% 2,018 $335K
Traphagen Investment Advisors LLC 0.03% Add +0.3% 2,017 $335K
First Manhattan Co. Llc. 0.00% No change 2,012 $334K
Boothbay Fund Management, LLC 0.01% New 2,003 $332K
Panagora Asset Management Inc. 0.00% Reduce -77.8% 2,001 $332K
South Dakota Investment Council 0.01% New 2,000 $332K
Citizens National Bank Trust Department 0.07% No change 2,000 $332K
Blue Edge Capital, LLC 0.05% No change 2,000 $332K
Versant Capital Management, Inc 0.05% Add +4.5% 1,984 $329K
Franklin Street Advisors Inc. 0.02% New 1,975 $328K
Graypoint LLC 0.02% Add +4.7% 1,965 $326K
American National Bank & Trust 0.03% Add +195.5% 1,962 $326K
Accurate Wealth Management, LLC 0.05% Add +20.8% 1,972 $325K
Pavion Blue Capital, LLC 0.14% No change 1,952 $324K
Brevan Howard Capital Management LP 0.00% New 1,949 $323K
Perigon Wealth Management, LLC 0.01% Reduce -73.3% 1,946 $323K
Raiffeisen Bank International AG 0.00% Reduce -8.0% 1,924 $322K
Pinnacle Associates Ltd. 0.00% Add +1.1% 1,930 $320K
Profund Advisors LLC 0.01% Reduce -21.1% 1,924 $319K
Modern Wealth Management, LLC 0.01% Add +19.1% 1,917 $318K
First National Bank & Trust Co. of Newtown 0.06% No change 1,916 $318K
Talon Private Wealth, LLC 0.04% Add +18.4% 1,912 $317K
Excalibur Management Corp. 0.12% Add +41.7% 1,899 $315K
Hall Capital Management Co. Inc. 0.13% No change 1,875 $311K
Principle Wealth Partners LLC 0.02% No change 1,869 $310K
Ground Swell Capital, LLC 0.51% New 1,854 $308K
Global View Capital Management LLC 0.10% Reduce -6.0% 1,850 $307K
Sippican Capital Advisors 0.22% No change 1,850 $307K
Simmons Bank 0.02% No change 1,848 $307K
49 Wealth Management, LLC 0.03% Add +27.3% 1,839 $305K
Courier Capital LLC 0.02% No change 1,821 $302K
Bogart Wealth, LLC 0.01% Add +8.9% 1,821 $302K
Insigneo Advisory Services, LLC 0.03% Add +3.1% 1,803 $299K
Sanchez Wealth Management Group 0.07% No change 1,799 $299K
Financial Advisors Network, Inc. 0.05% Add +18.0% 1,798 $298K
Sigma Planning Corp 0.01% Reduce -16.4% 1,785 $296K
Grandfield & Dodd, LLC 0.02% Reduce -6.2% 1,779 $295K
Heritage Investment Group, Inc. 0.05% Reduce -8.8% 1,766 $293K
Fisher Asset Management 0.00% Add +42.4% 1,766 $293K
Capital Investment Advisory Services, LLC 0.02% Add +29.3% 1,765 $293K
Motco 0.03% Add +136.9% 1,573 $293K
Cannon Financial Strategists, Inc. 0.05% No change 1,760 $292K
Caldwell Trust Co 0.03% Reduce -16.7% 1,748 $290K
Silver Oak Securities, Incorporated 0.02% Reduce -3.1% 1,743 $289K
FineMark National Bank & Trust 0.01% Reduce -12.6% 1,730 $287K
Valley Brook Capital Group, Inc. 0.21% No change 1,720 $285K
Blue Trust, Inc. 0.00% Add +33.6% 1,711 $284K
Choreo, LLC 0.00% Add +3.6% 1,708 $283K
SCS Capital Management LLC 0.00% Reduce -0.2% 1,704 $283K
Wellington Shields & Co., LLC 0.08% Reduce -10.5% 1,700 $282K
Barr E S & Co. 0.02% No change 1,686 $280K
Mechanics Bank Trust Department 0.04% No change 1,675 $278K
Cary Street Partners Financial LLC 0.01% Add +1.8% 1,667 $277K
Mitchell Sinkler & Starr 0.13% Add +19.8% 1,661 $276K
Clearview Wealth Advisors LLC 0.19% Add +0.3% 1,659 $275K
AlphaCore Capital LLC 0.01% Add +42.8% 1,659 $275K
Independent Financial Group, LLC 0.01% New 1,659 $275K
First National Advisers, LLC 0.04% No change 1,650 $274K
Westpac Banking Corp. 0.02% Add +9.1% 1,649 $274K
Summit Trail Advisors, LLC 0.00% New 1,642 $272K
Hutchens & Kramer Investment Management Group, LLC 0.12% Add +10.7% 1,548 $272K
SeaCrest Wealth Management, LLC 0.03% Reduce -2.0% 1,640 $272K
Parallax Volatility Advisers, L.P. 0.01% Reduce -67.6% 1,638 $272K
Northcape Wealth Management, LLC 0.08% No change 1,637 $272K
Cornell Pochily Investment Advisors, Inc. 0.09% New 1,635 $271K
Abn Amro Investment Solutions 0.01% Reduce -9.6% 1,629 $270K
Patton Fund Management, Inc. 0.06% New 1,608 $267K
Moneta Group Investment Advisors LLC 0.00% Add +29.5% 1,607 $267K
GAMCO Investors 0.00% New 1,607 $267K
Advisors Management Group Inc. 0.05% No change 1,600 $266K
Fiduciary Family Office, LLC 0.09% Reduce -1.8% 1,600 $266K
Procyon Advisors, LLC 0.02% New 1,581 $262K
4WEALTH Advisors, Inc. 0.27% Reduce -0.2% 1,572 $261K
Aft, Forsyth & Company, Inc. 0.13% No change 1,571 $261K
Iowa State Bank 0.05% Reduce -2.8% 1,571 $261K
Beverly Hills Private Wealth, LLC 0.05% No change 1,564 $260K
Kessler Investment Group, LLC 0.11% Reduce -1.9% 1,562 $259K
Conscious Wealth Investments, LLC 0.17% No change 1,388 $258K
Corton Capital Inc. 0.30% New 1,555 $258K
Marathon Capital Management 0.07% Reduce -1.6% 1,555 $258K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,550 $257K
BSW Wealth Partners 0.04% Reduce -13.3% 1,550 $257K
Avantra Family Wealth, Inc. 0.21% Add +0.1% 1,540 $256K
Moss Adams Wealth Advisors LLC 0.02% New 1,536 $255K
Strategic Family Wealth Counselors, L.L.C. 0.07% Reduce -0.3% 1,531 $254K
Nwam LLC 0.01% Add +5.5% 1,521 $254K
Conning Inc. 0.01% Reduce -2.8% 1,525 $253K
Northeast Financial Group, Inc. 0.08% Reduce -26.1% 1,518 $252K
O'Brien Greene & Co. Inc 0.08% No change 1,508 $250K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -27.3% 1,507 $250K
Level Four Advisory Services, LLC 0.01% Reduce -21.4% 1,504 $250K
Integrated Advisors Network LLC 0.01% Reduce -4.0% 1,503 $249K
MBB Public Markets I LLC 0.03% Reduce -18.6% 1,502 $249K
Ethos Financial Group, LLC 0.02% Reduce -62.1% 1,501 $249K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% No change 1,501 $249K
Rossmore Private Capital 0.03% No change 1,501 $249K
Nadler Financial Group, Inc. 0.03% No change 1,500 $249K
Wesbanco Bank Inc. 0.01% No change 1,500 $249K
WealthTrust Axiom LLC 0.07% Add +3.8% 1,495 $248K
Amica Retiree Medical Trust 0.36% No change 1,493 $248K
International Private Wealth Advisors LLC 0.21% Reduce -8.8% 1,490 $247K
Florida Trust Wealth Management Co 0.01% Reduce -0.5% 1,483 $246K
KCM Investment Advisors LLC 0.01% Add +11.3% 1,481 $246K
Bingham Private Wealth, LLC 0.23% Reduce -10.6% 1,478 $245K
Beacon Bank & Trust 0.06% No change 1,476 $245K
Frederick Financial Consultants, LLC 0.15% Add +0.6% 1,474 $245K
GC Wealth Management RIA, LLC 0.02% Reduce -4.7% 1,471 $244K
Dunhill Financial, LLC 0.07% Add +4091.4% 1,467 $243K
Portside Wealth Group, LLC 0.04% Reduce -71.5% 1,467 $243K
Sage Mountain Advisors LLC 0.02% New 1,461 $242K
Planned Solutions, Inc. 0.09% New 1,459 $242K
Wealthcare Capital Partners, LLC 0.12% Add +0.8% 1,453 $241K
Court Place Advisors, LLC 0.08% No change 1,443 $239K
Woodmont Investment Counsel LLC 0.02% Reduce -28.1% 1,434 $238K
Townsquare Capital LLC 0.02% Reduce -96.7% 1,431 $237K
Savvy Advisors, Inc. 0.02% New 1,430 $237K
Cigna Investments Inc. 0.04% Reduce -3.6% 1,430 $237K
Blake Schutter Theil Wealth Advisors, LLC 0.27% No change 1,425 $236K
Avior Wealth Management, LLC 0.01% Reduce -46.6% 1,421 $236K
Waterloo Capital, L.P. 0.02% Add +10.6% 1,410 $234K
Csenge Advisory Group 0.01% Add +0.1% 1,455 $234K
Marathon Trading Investment Management LLC 0.14% Reduce -33.3% 1,400 $232K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.0% 1,397 $232K
Novare Capital Management LLC 0.02% No change 1,395 $232K
Parvin Asset Management, LLC 0.24% No change 1,395 $232K
Accuvest Global Advisors 0.15% New 1,390 $231K
AdvisorNet Financial, Inc 0.01% Add +11.0% 1,388 $230K
SBI Securities Co., Ltd. 0.01% Add +59.4% 1,388 $230K
Beaton Management Co. Inc. 0.11% No change 1,384 $230K
MN Wealth Advisors, LLC 0.13% Reduce -5.7% 1,384 $230K
Vaughan David Investments LLC 0.01% No change 1,370 $227K
Mather Group, Llc. 0.00% Add +2.2% 1,366 $227K
Crane Advisory, LLC 0.04% Reduce -12.7% 1,375 $227K
Creekmur Asset Management LLC 0.04% Add +1.3% 1,363 $226K
Connors Investor Services Inc. 0.02% No change 1,360 $226K
Brooklyn Investment Group 0.03% Add +52.4% 1,356 $225K
Ostrum Asset Management 0.01% Reduce -84.2% 1,355 $225K
Abacus Planning Group, Inc. 0.03% Reduce -17.9% 1,353 $224K
Chicago Partners Investment Group LLC 0.01% New 1,224 $224K
Ignite Planners, LLC 0.04% Add +2.0% 1,304 $223K
Rooted Wealth Advisors, Inc. 0.08% New 1,349 $222K
Hartford Financial Management Inc. 0.06% No change 1,338 $222K
Optivise Advisory Services LLC 0.11% Add +5.1% 1,336 $222K
McKinley Carter Wealth Services, Inc. 0.01% No change 1,335 $222K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +6.8% 1,335 $222K
BCGM Wealth Management, LLC 0.06% Add +0.8% 1,334 $221K
Abundance Wealth Counselors 0.04% Reduce -5.3% 1,333 $221K
Radnor Capital Management, LLC 0.04% No change 1,327 $220K
Colonial River Investments, LLC 0.09% Add +1.8% 1,332 $219K
YHB Investment Advisors, Inc. 0.02% No change 1,320 $219K
Synovus Financial Corp. 0.00% Reduce -9.0% 1,318 $219K
Patriot Investment Management Group, Inc. 0.02% Add +1.9% 1,317 $219K
Wealth Alliance Advisory Group, LLC 0.04% Reduce -27.9% 1,316 $218K
Beaumont Financial Advisors, LLC 0.02% Add +2.3% 1,316 $218K
Fulton Bank, N.A. 0.01% Add +4.9% 1,312 $218K
Exchange Traded Concepts, LLC 0.00% Reduce -2.8% 1,306 $217K
Equitable Trust Co. 0.01% No change 1,300 $216K
Chapin Davis, Inc. 0.06% Reduce -4.8% 1,287 $214K
Bison Wealth, LLC 0.02% Add +4.4% 1,295 $213K
Montag A & Associates Inc. 0.01% No change 1,275 $212K
Wimmer Associates 1, LLC 0.11% No change 1,275 $212K
NorthRock Partners, LLC 0.01% No change 1,274 $211K
Woodward Diversified Capital, LLC 0.11% New 1,269 $211K
Granite Harbor Advisors, Inc. 0.10% New 1,263 $210K
Gladstone Institutional Advisory LLC 0.01% Reduce -7.5% 1,261 $209K
PVG Asset Management Corp. 0.71% Reduce -19.7% 1,259 $209K
Journey Advisory Group, LLC 0.02% New 1,258 $209K
Vertex Planning Partners, LLC 0.04% Add +0.2% 1,257 $209K
PFG Advisors 0.01% Reduce -18.7% 1,255 $208K
Synergy Financial Group, LTD 0.15% Add +0.2% 1,254 $208K
Spire Wealth Management 0.01% Reduce -36.8% 1,339 $208K
Gill Capital Partners, LLC 0.07% Add +0.8% 1,252 $208K
Aviance Capital Partners, LLC 0.03% No change 1,250 $207K
Rossby Financial, LCC 0.08% Add +0.7% 1,247 $207K
Fiduciary Financial Group, LLC 0.04% New 1,175 $207K
Strategic Financial Services, Inc. 0.01% No change 1,244 $206K
Aprio Wealth Management, LLC 0.02% New 1,237 $205K
SL Advisors, LLC 0.37% Reduce -21.3% 1,233 $205K
Kornitzer Capital Management Inc. 0.00% Reduce -8.9% 1,217 $202K
Compound Planning, Inc. 0.01% New 1,216 $202K
Ascentis Wealth Management, LLC 0.05% Reduce -30.2% 1,125 $198K
Tompkins Financial Corp. 0.02% Reduce -60.2% 1,191 $198K
Anchor Investment Management, LLC 0.02% No change 1,177 $195K
Smartleaf Asset Management LLC 0.02% Add +203.4% 1,162 $194K
Wealth Preservation Advisors, LLC 0.12% Add +0.8% 1,167 $194K
Millstone Evans Group, LLC 0.13% No change 1,141 $189K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,129 $187K
AlphaQuest LLC 0.02% Reduce -48.7% 1,108 $184K
Strategic Wealth Partners, Ltd. 0.01% — 1,058 $176K
Costello Asset Management, INC 0.06% Add +0.5% 1,010 $168K
Clean Yield Group 0.05% No change 1,000 $166K
Creative Financial Designs Inc. 0.01% Add +1.6% 977 $162K
Bruce G. Allen Investments, LLC 0.12% Reduce -4.0% 970 $161K
Quaker Wealth Management, LLC 0.05% — 967 $160K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -32.7% 943 $156K
Lowe Wealth Advisors, LLC 0.06% Add +0.1% 937 $155K
Transamerica Financial Advisors, LLC 0.01% Reduce -3.1% 926 $154K
Brown Brothers Harriman & Co. 0.00% Add +39.0% 880 $146K
Hanson & Doremus Investment Management 0.02% Add +0.1% 862 $143K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -11.2% 855 $142K
City Holding Co. 0.02% No change 844 $140K
MV Capital Management, Inc. 0.01% Reduce -1.5% 834 $138K
JNBA Financial Advisors 0.01% No change 832 $138K
GPS Wealth Strategies Group, LLC 0.02% Add +189.2% 827 $137K
Rothschild Investment LLC 0.01% Reduce -0.5% 824 $137K
ESL Trust Services, LLC 0.03% No change 823 $137K
Centaurus Financial, Inc. 0.01% Add +15.1% 799 $133K
Hopwood Financial Services, Inc. 0.10% No change 800 $133K
Brown, Lisle/Cummings, Inc. 0.04% Add +0.1% 792 $131K
Ameritas Advisory Services, LLC 0.01% New 773 $128K
Golden State Wealth Management, LLC 0.02% Reduce -0.1% 755 $125K
TD Waterhouse Canada Inc. 0.00% Reduce -4.0% 713 $125K
Accredited Wealth Management, LLC 0.10% Add +9250.0% 748 $124K
Parkside Financial Bank & Trust 0.01% Add +17.9% 746 $124K
Pacific Center for Financial Services 0.03% No change 746 $124K
Deseret Mutual Benefit Administrators 0.06% No change 736 $122K
Elgethun Capital Management 0.02% Add +0.9% 707 $117K
Sachetta, LLC 0.05% Reduce -32.9% 703 $117K
Fortis Group Advisors, LLC 0.02% Reduce -4.1% 702 $116K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 700 $116K
EverSource Wealth Advisors, LLC 0.01% Add +20.2% 697 $116K
Slocum, Gordon & Co LLP 0.09% No change 693 $115K
CoreFirst Bank & Trust 0.06% New 689 $114K
Manchester Capital Management LLC 0.01% Add +0.6% 679 $113K
JFS Wealth Advisors, LLC 0.01% Reduce -5.6% 676 $112K
Hills Bank & Trust Co 0.01% Reduce -2.9% 670 $111K
Larson Financial Group LLC 0.00% Add +54.1% 658 $109K
Salem Investment Counselors Inc. 0.00% No change 645 $107K
Federated Hermes, Inc. 0.00% Reduce -0.8% 644 $107K
Traub Capital Management LLC 0.10% — 629 $104K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 600 $100K
United Community Bank 0.03% Reduce -0.3% 600 $100K
Blackhill Capital Inc. 0.01% No change 600 $100K
First Horizon Advisors, Inc. 0.00% Add +12.3% 567 $94K
Capital Analysts, LLC 0.00% Reduce -57.3% 542 $90K
Opal Wealth Advisors, LLC 0.02% New 521 $86K
Cromwell Holdings LLC 0.05% Add +173.4% 514 $85K
Clearstead Trust, LLC 0.02% Add +47.0% 513 $85K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 500 $83K
Resources Management Corp. /CT/ 0.01% No change 475 $79K
Innovative Advisory Group, LLC 0.07% Add +137.5% 475 $79K
Sound Income Strategies, LLC 0.00% Reduce -32.0% 473 $78K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +176.5% 470 $78K
Tortoise Investment Management, LLC 0.01% Add +1.3% 460 $76K
Bellevue Asset Management, LLC 0.04% Add +0.2% 453 $75K
Adirondack Trust Co. 0.03% Reduce -8.8% 453 $75K
Sentry Investment Management LLC 0.04% No change 432 $73K
New Millennium Group LLC 0.04% Reduce -2.5% 436 $72K
MUFG Securities EMEA plc 0.00% New 435 $72K
Peoples Financial Services Corp. 0.04% No change 429 $71K
Rialto Wealth Management, LLC 0.02% Reduce -54.0% 416 $69K
Flagship Wealth Advisors, LLC 0.03% No change 400 $66K
Plante Moran Financial Advisors, LLC 0.00% Add +190.4% 395 $66K
Consultiva Wealth Management, Corp. 0.20% No change 394 $65K
CYBER HORNET ETFs LLC 0.05% New 391 $65K
Evolution Advisers, Inc. 0.03% No change 381 $63K
REAP Financial Group, LLC 0.01% Add +177.3% 366 $61K
High Note Wealth, LLC 0.01% No change 366 $61K
Princeton Global Asset Management LLC 0.01% Add +14.3% 343 $57K
Raleigh Capital Management Inc. 0.02% Reduce -8.3% 332 $55K
VSM Wealth Advisory, LLC 0.02% No change 330 $55K
BOK Financial Private Wealth, Inc. 0.00% Reduce -11.1% 330 $55K
Delta Asset Management LLC 0.00% No change 325 $54K
Gleason Group, Inc. 0.01% Add +0.9% 324 $54K
Comprehensive Financial Planning, Inc. 0.04% Add +0.9% 323 $54K
Bernard Wealth Management Corp. 0.02% Add +0.9% 321 $53K
Salomon & Ludwin, LLC 0.01% No change 296 $52K
Cranbrook Wealth Management, LLC 0.01% No change 314 $52K
City State Bank 0.02% No change 310 $51K
Roble, Belko & Company, Inc 0.01% Add +0.7% 306 $51K
LRI Investments, LLC 0.00% Add +433.3% 304 $50K
Twin Lakes Capital Management, LLC 0.03% No change 300 $50K
Global Trust Asset Management, LLC 0.03% Add +20.0% 300 $50K
Advantage Trust Co 0.02% No change 300 $50K
Iron Horse Wealth Management, LLC 0.01% Add +934.5% 300 $50K
Core Alternative Capital 0.01% No change 300 $50K
Rosenberg Matthew Hamilton 0.01% No change 300 $50K
Ramirez Asset Management, Inc. 0.01% Reduce -80.5% 300 $50K
Hollencrest Capital Management 0.00% Reduce -10.8% 299 $50K
NFSG Corp 0.01% Reduce -22.6% 287 $48K
Thompson Investment Management, Inc. 0.01% No change 275 $46K
Arax Advisory Partners 0.00% Add +38.5% 126 $45K
North Star Investment Management Corp. 0.00% No change 256 $42K
Mb, Levis & Associates, LLC 0.02% No change 247 $41K
Zions Bancorporation, National Association 0.00% Add +15.2% 243 $40K
Armstrong Advisory Group, Inc. 0.00% No change 240 $40K
Fourth Dimension Wealth, LLC 0.02% New 238 $39K
TD Private Client Wealth LLC 0.00% Reduce -25.3% 228 $38K
CNB Bank 0.02% No change 225 $37K
Crowley Wealth Management, Inc. 0.03% Add +36.6% 224 $37K
Pinnacle Bancorp, Inc. 0.01% Add +25.7% 220 $37K
Estabrook Capital Management 0.01% Reduce -45.0% 220 $37K
Wood Tarver Financial Group, LLC 0.01% No change 218 $36K
Ameriflex Group, Inc. 0.02% No change 215 $36K
TCTC Holdings, LLC 0.00% No change 216 $36K
Elevation Point Wealth Partners, LLC 0.00% New 215 $36K
MorganRosel Wealth Management, LLC 0.01% No change 203 $34K
WPG Advisers, LLC 0.03% Reduce -26.0% 202 $34K
Quarry LP 0.01% Add +1583.3% 202 $34K
Pittenger & Anderson Inc. 0.00% No change 200 $33K
Vermillion & White Wealth Management Group, LLC 0.02% Add +46.3% 199 $33K
Bell Investment Advisors, Inc 0.01% Reduce -5.9% 192 $32K
Bangor Savings Bank 0.00% No change 189 $31K
Frazier Financial Advisors, LLC 0.02% No change 188 $31K
Twin Peaks Wealth Advisors, LLC 0.01% New 176 $31K
Tradewinds Capital Management, LLC 0.01% Add +0.6% 180 $30K
Beaird Harris Wealth Management, LLC 0.00% No change 170 $28K
Financial Avengers, Inc. 0.01% Add +0.6% 169 $28K
Trust Co. of Toledo NA 0.00% New 167 $28K
Indiana Trust & Investment Management Co 0.01% No change 165 $27K
Vision Financial Markets LLC 0.03% Reduce -5.3% 160 $27K
Covestor Ltd 0.02% Reduce -53.4% 159 $26K
Raffa Wealth Management, LLC 0.01% Add +761.1% 155 $26K
St Germain D J Co. Inc. 0.00% Reduce -11.6% 153 $25K
Monetary Management Group Inc. 0.01% No change 150 $25K
Montag & Caldwell, LLC 0.01% No change 150 $25K
CVA Family Office, LLC 0.00% Add +61.1% 145 $24K
Asset Planning,Inc 0.02% Add +0.7% 141 $23K
2UniFi Bank 0.01% New 140 $23K
PFS Partners, LLC 0.01% Add +0.8% 132 $22K
Rise Advisors, LLC 0.01% Add +5.9% 126 $21K
IMA Advisory Services, Inc. 0.00% No change 125 $21K
Hemington Wealth Management 0.00% Reduce -37.5% 125 $20K
New England Capital Financial Advisors LLC 0.01% No change 120 $20K
Crewe Advisors LLC 0.00% No change 120 $20K
Burkett Financial Services, LLC 0.01% Add +0.9% 113 $19K
West Branch Capital LLC 0.01% No change 108 $18K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -0.9% 106 $18K
Investors Research Corp 0.00% No change 104 $17K
Livelsberger Financial Advisory 0.33% New 103 $17K
Ogorek Anthony Joseph /NY/ 0.01% No change 104 $17K
Putney Financial Group LLC 0.02% No change 100 $17K
Hager Investment Management Services, LLC 0.01% No change 100 $17K
Financial Freedom, LLC 0.01% No change 100 $17K
Sittner & Nelson, LLC 0.01% No change 100 $17K
Summit Securities Group LLC 0.01% New 100 $17K
Riggs Asset Managment Co. Inc. 0.00% No change 100 $17K
GHP Investment Advisors, Inc. 0.00% No change 100 $17K
Farmers & Merchants Investments Inc. 0.00% No change 96 $16K
Concord Wealth Partners 0.00% No change 91 $15K
GW&K Investment Management, LLC 0.00% Add +10.7% 93 $15K
Binnacle Investments Inc 0.01% No change 89 $15K
1620 Investment Advisors, Inc. 0.01% No change 86 $14K
True Wealth Design, LLC 0.00% Add +9.7% 79 $13K
Prestige Wealth Management Group LLC 0.00% No change 78 $13K
Grove Bank & Trust 0.00% Add +25.4% 74 $12K
Proffitt & Goodson Inc. 0.00% Reduce -57.0% 71 $12K
Barnes Dennig Private Wealth Management LLC 0.01% New 68 $11K
Aspect Partners, LLC 0.01% Add +378.6% 67 $11K
Whipplewood Advisors, LLC 0.01% Add +261.1% 65 $11K
Harbor Investment Advisory, LLC 0.00% Reduce -42.0% 65 $11K
Addison Advisors LLC 0.00% No change 61 $10K
Valley National Advisers Inc. 0.00% Add +3.3% 62 $10K
Private Wealth Management Group, LLC 0.00% No change 58 $10K
IFS Advisors, LLC 0.01% No change 57 $9K
Global X Japan Co., Ltd. 0.00% New 57 $9K
Kozak & Associates, Inc. 0.00% No change 58 $9K
TrinityBridge Ltd 0.00% No change 56 $9K
Mascoma Wealth Management LLC 0.00% New 54 $9K
LFA - Lugano Financial Advisors SA 0.00% No change 50 $8K
Ridgewood Investments LLC 0.00% No change 50 $8K
Coastline Trust Co 0.00% No change 50 $8K
NewSquare Capital LLC 0.00% Add +11.1% 50 $8K
Piscataqua Savings Bank 0.01% No change 50 $8K
Oliver Lagore Vanvalin Investment Group 0.00% — 42 $7K
Rakuten Securities, Inc. 0.00% Reduce -46.3% 43 $7K
Dagco, Inc. 0.00% No change 43 $7K
Westside Investment Management, Inc. 0.00% New 40 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +20.0% 42 $7K
Maryland Capital Advisors Inc. 0.00% New 41 $7K
SouthState Bank Corp 0.00% Reduce -7.0% 40 $7K
Elkhorn Partners Limited Partnership 0.00% New 40 $7K
Barrett & Company, Inc. 0.00% No change 40 $7K
McIlrath & Eck, LLC 0.00% No change 40 $7K
Stone House Investment Management, LLC 0.00% No change 39 $6K
American Capital Advisory, LLC 0.00% Add +2.7% 38 $6K
Avion Wealth 0.00% Add +2.8% 37 $6K
ORG Partners LLC 0.00% Add +142.9% 34 $6K
WFA of San Diego, LLC 0.00% — 35 $6K
Vermillion Wealth Management, Inc. 0.00% Reduce -43.3% 34 $6K
HighMark Wealth Management LLC 0.00% Add +32.0% 33 $5K
Activest Wealth Management 0.00% Reduce -10.8% 33 $5K
Maseco LLP 0.00% — 32 $5K
Red Tortoise LLC 0.00% No change 32 $5K
Howard Hughes Medical Institute 0.00% New 31 $5K
LGT Financial Advisors LLC 0.01% Add +3.3% 31 $5K
Pension & Wealth Management Advisors, Inc. 0.00% No change 30 $5K
Briaud Financial Planning Inc 0.00% New 36 $5K
Cornerstone Planning Group LLC 0.00% Add +36.8% 26 $5K
SIMA Wealth Partners, LLC 0.00% No change 27 $4K
Morton Brown Family Wealth, LLC 0.00% No change 27 $4K
Fortitude Family Office, LLC 0.00% Add +271.4% 26 $4K
Financial Perspectives, Inc 0.00% No change 25 $4K
Meeder Asset Management Inc. 0.00% Add +25.0% 25 $4K
Hughes Financial Services, LLC 0.00% Add +40.0% 21 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 22 $4K
Nemes Rush Group LLC 0.00% No change 22 $4K
Abound Wealth Management 0.00% No change 20 $3K
Peterson Wealth Services 0.00% New 20 $3K
Albion Financial Group 0.00% No change 20 $3K
Sierra Ocean, LLC 0.00% Reduce -20.8% 19 $3K
SWAN Capital LLC 0.00% Add +5.6% 19 $3K
Trifecta Capital Advisors, LLC 0.00% No change 18 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 17 $3K
Gen-Wealth Partners Inc 0.00% Reduce -99.7% 17 $3K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 17 $3K
Cape Investment Advisory, Inc. 0.00% No change 16 $3K
Boreal Capital Management LLC 0.00% — 16 $3K
IMG Wealth Management, Inc. 0.00% New 16 $3K
Friedenthal Financial 0.00% New 15 $2K
Kilter Group LLC 0.00% New 15 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -28.6% 10 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $2K
Caitong International Asset Management Co., Ltd 0.00% Add +71.4% 12 $2K
Dogwood Wealth Management LLC 0.00% Add +22.2% 11 $2K
Painted Porch Advisors LLC 0.00% Add +37.5% 11 $2K
Longfellow Investment Management Co. LLC 0.00% No change 11 $2K
Archer Investment Corp 0.00% Reduce -99.1% 10 $2K
Physician Wealth Advisors, Inc. 0.00% Add +100.0% 10 $2K
Hoey Investments, Inc. 0.00% No change 10 $2K
China Universal Asset Management Co., Ltd. 0.00% No change 10 $2K
Provenance Wealth Advisors, LLC 0.00% No change 10 $2K
Carderock Capital Management Inc. 0.00% New 9 $1K
ROSS\JOHNSON & Associates LLC 0.03% No change 8 $1K
WealthTrak Capital Management LLC 0.00% No change 8 $1K
SJS Investment Consulting Inc. 0.00% Reduce -38.5% 8 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 8 $1K
Financial Management Professionals, Inc. 0.00% Add +250.0% 7 $1K
Clark Wealth Partners 0.00% Reduce -30.0% 7 $1K
TFC Financial Management, Inc. 0.00% Add +133.3% 7 $1K
SOA Wealth Advisors, LLC. 0.00% Reduce -76.7% 7 $1K
Winthrop Capital Management, LLC 0.00% No change 7 $1K
Penserra Capital Management LLC 0.00% No change 12 $1K
Principia Wealth Advisory, LLC 0.00% Add +100.0% 6 $996
Parkworth Wealth Management, Inc. 0.00% New 6 $996
HFM Investment Advisors, LLC 0.00% Add +100.0% 6 $996
GFG Capital, LLC 0.00% New 6 $996
WestEnd Advisors, LLC 0.00% No change 6 $996
PayPay Securities Corp 0.04% Add +66.7% 5 $830
Robbins Farley 0.00% No change 5 $830
Stephens Consulting, LLC 0.00% Reduce -86.7% 4 $664
Crews Bank & Trust 0.00% No change 4 $664
DecisionPoint Financial, LLC 0.00% New 3 $528
Bare Financial Services, Inc 0.00% No change 2 $332
Fairscale Capital, LLC 0.00% No change 1 $186
Carolina Wealth Advisors, LLC 0.00% No change 1 $166
Nvwm, LLC 0.00% Reduce -80.0% 1 $166

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