LindeLIN

13F holders, Q2 2024 (June 30)
1,832holders +2
101new positions
105sold out
10famous investors
$438.61avg. 13F price*

At the end of Q2 2024, 1,832 institutions reported holding Linde PLC (LIN) in their 13F filings, up 2 from Q1 2024. 101 opened new positions and 105 sold out. The largest holders were Vanguard Group Inc. ($19.6B), BlackRock Inc. ($15.8B) and State Street Corp. ($8.6B). 10 famous investors held it, including Tom Gayner (0.6% of Markel Group's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Linde PLC
Sector
Basic Materials
CUSIP
G54950103
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,830Q1 2024Q2 2024: 1,832Q2 2024Q3 2024: 1,897Q3 2024Q4 2024: 1,987Q4 2024Q1 2025: 2,043Q1 2025Q2 2025: 2,079Q2 2025Q3 2025: 2,093Q3 2025Q4 2025: 2,115Q4 2025Q1 2026: 2,266Q1 2026Q2 2026: 2,327Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions101$786.4M
Exits105$458.3M

All 13F filers, Q1 2024 → Q2 2024: 10,817,250 shares bought and 17,442,725 shares sold, net −6,625,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,832 holders

Vanguard Group Inc. 0.38% Add +0.1% 44,723,483 $19.6B
BlackRock Inc. 0.36% Add +0.1% 35,958,770 $15.8B
State Street Corp. 0.38% Add +0.1% 19,687,261 $8.6B
FMR LLC 0.38% Reduce -1.4% 13,636,567 $6.0B
Geode Capital Management, LLC 0.42% Add +1.6% 10,818,383 $4.7B
Capital International Investors 0.86% Reduce -8.7% 9,542,487 $4.2B
T. Rowe Price Associates Inc. 0.50% Reduce -3.0% 9,457,432 $4.2B
Massachusetts Financial Services Co. 1.26% Reduce -12.7% 9,357,541 $4.1B
Capital Research Global Investors 0.84% Reduce -10.3% 8,750,410 $3.8B
Capital World Investors 0.62% Reduce -6.1% 8,674,803 $3.8B
JPMorgan Chase & Co. 0.31% Add +6.9% 8,150,700 $3.6B
Morgan Stanley 0.26% Add +3.2% 7,585,594 $3.3B
Norges Bank 0.47% Add +2.5% 7,213,393 $3.2B
Bank of New York Mellon Corp 0.59% Reduce -4.1% 7,118,821 $3.1B
Wellington Management Group LLP 0.53% Reduce -0.6% 6,722,566 $3.0B
Nuveen Asset Management, LLC 0.70% Reduce -10.1% 5,425,579 $2.4B
Winder Pte. Ltd. 43.63% No change 5,083,319 $2.2B
Northern Trust Corp. 0.34% Reduce -1.6% 4,599,216 $2.0B
Franklin Resources Inc. 0.61% Reduce -2.8% 4,461,976 $2.0B
Wells Fargo & Company 0.49% Add +6.6% 4,310,417 $1.9B
Goldman Sachs Group Inc. 0.35% Add +20.1% 4,062,719 $1.8B
Bank of America Corp. 0.16% Add +5.4% 3,724,685 $1.6B
WCM Investment Management, LLC 3.60% Reduce -1.0% 3,455,316 $1.5B
Ameriprise Financial Inc. 0.41% Add +0.4% 3,449,218 $1.5B
Invesco Ltd. 0.32% Reduce -3.2% 3,387,719 $1.5B
Canada Pension Plan Investment Board 1.34% Add +7.6% 3,112,160 $1.4B
Barclays PLC 0.62% Add +15.4% 3,049,599 $1.3B
Charles Schwab Investment Management Inc. 0.25% Add +2.2% 2,965,000 $1.3B
Legal & General Group Plc 0.33% Reduce -4.9% 2,624,827 $1.2B
T. Rowe Price Investment Management, Inc. 0.72% Add +48.6% 2,596,172 $1.1B
Amundi 0.43% Add +9.7% 2,590,176 $1.1B
Deutsche Bank AG 0.49% Reduce -0.1% 2,478,544 $1.1B
Artisan Partners Limited Partnership 1.59% Reduce -8.7% 2,381,442 $1.0B
Parnassus Investments, LLC 2.26% Reduce -1.8% 2,365,261 $1.0B
UBS Group AG 0.32% Reduce -1.7% 2,354,924 $1.0B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.13% Reduce -8.7% 2,316,535 $1.0B
Impax Asset Management Group plc 4.14% Reduce -13.6% 2,317,564 $1.0B
Nordea Investment Management AB 1.11% Reduce -6.9% 2,138,912 $943.0M
Comgest Global Investors S.A.S. 12.02% Add +0.1% 1,994,898 $875.4M
Clearbridge Investments, LLC 0.71% Add +8.8% 1,993,820 $874.9M
Janus Henderson Group PLC 0.46% Add +0.9% 1,970,964 $865.0M
Dimensional Fund Advisors LP 0.21% Reduce -4.0% 1,873,782 $822.3M
Royal Bank of Canada 0.19% Reduce -17.3% 1,754,074 $769.7M
Stifel Financial Corp. 0.81% Reduce -0.7% 1,640,704 $720.0M
Swiss National Bank 0.43% Reduce -1.7% 1,427,001 $626.2M
Sumitomo Mitsui Trust Group, Inc. 0.46% Reduce -3.9% 1,410,376 $618.9M
Alliancebernstein L.P. 0.22% Reduce -12.1% 1,406,310 $617.1M
Principal Financial Group Inc. 0.35% Reduce -0.6% 1,327,050 $582.3M
Dodge & Cox 0.35% No change 1,326,990 $582.3M
Mackenzie Financial Corp. 0.83% Reduce -5.1% 1,280,669 $562.0M
Alphinity Investment Management Pty Ltd 4.05% Add +14.2% 1,253,953 $550.2M
Brown Brothers Harriman & Co. 4.03% Reduce -1.7% 1,220,067 $535.4M
Public Investment Fund 3.01% No change 1,208,396 $530.3M
Manufacturers Life Insurance Company, The 0.49% Add +6.2% 1,186,692 $520.7M
Bank of Montreal 0.16% Reduce -1.2% 1,168,108 $515.6M
Harding Loevner LP 2.73% Add +27.2% 1,125,467 $493.9M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 6.29% No change 1,120,000 $491.5M
William Blair Investment Management, LLC 1.28% Reduce -12.9% 1,115,949 $489.7M
C WorldWide Group Holding A/S 5.12% Add +3.9% 1,077,241 $472.7M
FIL Ltd 0.45% Add +2.6% 1,039,252 $456.0M
TD Asset Management Inc 0.41% Reduce -1.0% 1,003,361 $440.3M
Swedbank AB 0.56% New 958,776 $420.7M
Pictet Asset Management Holding SA 0.47% Reduce -4.4% 929,970 $408.1M
Rhumbline Advisers 0.37% Reduce -1.8% 898,447 $394.2M
ProShare Advisors LLC 1.05% Reduce -8.0% 890,896 $390.9M
ABN AMRO Bank N.V. 5.84% Reduce -1.0% 870,388 $385.8M
DekaBank Deutsche Girozentrale 0.68% Add +1.3% 855,247 $375.5M
California Public Employees Retirement System 0.27% Reduce -24.3% 845,371 $371.0M
CIBC Private Wealth Group LLC 0.69% Reduce -15.7% 849,857 $370.3M
Citigroup Inc. 0.35% Add +34.9% 837,209 $367.4M
National Pension Service 0.41% Reduce -0.1% 822,765 $361.0M
Loomis Sayles & Co. L P 0.48% Reduce -1.7% 794,953 $348.8M
Perpetual Ltd 3.79% Reduce -5.3% 794,235 $348.5M
California State Teachers Retirement System 0.41% Reduce -1.3% 768,773 $337.3M
Russell Investments Group, Ltd. 0.52% Reduce -5.4% 731,686 $321.1M
Envestnet Asset Management Inc. 0.11% Add +2.8% 725,445 $318.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -75.0% 695,406 $305.2M
Neuberger Berman Group LLC 0.25% Add +2.3% 690,977 $303.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.37% Add +10.7% 686,795 $301.4M
New York State Common Retirement Fund 0.38% Reduce -0.1% 667,601 $292.9M
APG Asset Management N.V. 0.52% Add +14.8% 708,509 $290.1M
Allianz Asset Management GmbH 0.46% Reduce -25.3% 644,366 $282.8M
First Manhattan Co. Llc. 0.87% Reduce -0.9% 620,812 $272.4M
HSBC Holdings PLC 0.17% Reduce -17.3% 613,203 $270.0M
Raymond James & Associates 0.17% Add +3.8% 601,785 $264.1M
Intermede Investment Partners Ltd 5.33% Reduce -5.7% 574,405 $252.1M
Aviva PLC 0.71% Add +22.8% 572,155 $251.1M
Marshall Wace, LLP 0.34% Add +55.3% 547,016 $240.0M
Natixis Advisors, LLC 0.52% Add +5.5% 544,435 $238.9M
Bessemer Group Inc. 0.42% Reduce -0.7% 539,781 $236.9M
Corient Private Wealth LP 0.41% Reduce -0.7% 539,160 $236.6M
Rathbones Group PLC 1.28% Add +2.4% 534,379 $234.5M
American Century Companies Inc. 0.14% Reduce -3.0% 531,965 $233.4M
Robeco Institutional Asset Management B.V. 0.50% Reduce -27.9% 526,892 $231.2M
Royal London Asset Management Ltd. 0.58% Add +8.7% 522,102 $229.1M
OMERS ADMINISTRATION Corp 2.14% Reduce -2.7% 507,183 $222.6M
Compagnie Lombard Odier SCmA 3.68% Add +2.5% 495,738 $217.5M
Fiera Capital Corp 0.67% Reduce -23.4% 494,498 $217.0M
Fayez Sarofim & Co 0.58% Add +11.7% 491,278 $215.6M
Korea Investment CORP 0.54% Add +4.6% 488,386 $214.3M
Vontobel Holding Ltd. 0.69% Add +34.8% 481,616 $211.3M
First Trust Advisors LP 0.21% Reduce -4.9% 478,973 $210.2M
Sei Investments Co. 0.30% Reduce -20.5% 476,708 $209.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.67% Reduce -5.0% 468,263 $205.5M
State Board of Administration of Florida Retirement System 0.40% Reduce -13.5% 465,287 $204.2M
Adage Capital Partners Gp, L.L.C. 0.37% Reduce -3.1% 461,135 $202.4M
Locust Wood Capital Advisers, LLC 7.40% Add +12.5% 457,243 $200.6M
New York State Teachers Retirement System 0.42% Reduce -5.4% 449,402 $197.2M
Danske Bank A/S 0.72% Reduce -32.8% 445,119 $195.3M
Polaris Capital Management, LLC 10.40% Reduce -8.7% 442,436 $194.1M
Unisphere Establishment 1.95% Add +16.1% 440,500 $193.3M
Aberdeen Group plc 0.37% Add +5.8% 434,587 $190.7M
Voya Investment Management LLC 0.21% Reduce -7.1% 429,859 $188.6M
State of Wisconsin Investment Board 0.49% Reduce -22.4% 424,137 $186.1M
Credit Agricole S A 1.11% Add +511.3% 412,476 $181.0M
Martin Currie Ltd. 6.39% Reduce -17.2% 406,110 $178.2M
AXA S.A. 0.53% Reduce -2.4% 402,870 $176.8M
Lansdowne Partners (uk) LLP 13.71% Add +6.0% 399,096 $175.1M
Victory Capital Management Inc. 0.18% Add +0.2% 391,404 $171.8M
AMF Tjanstepension AB 1.23% Reduce -50.9% 375,818 $164.9M
Storebrand Asset Management As 0.53% Add +0.5% 366,451 $160.8M
Toronto Dominion Bank 0.25% Reduce -10.0% 357,870 $157.0M
Caisse de depot et placement du Quebec 0.38% Add +164.5% 356,246 $156.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.37% — 356,100 $156.3M
State of Tennessee, Department of Treasury 0.57% Reduce -3.3% 355,471 $156.0M
Ako Capital LLP 2.14% Add +2.8% 354,541 $155.6M
Confluence Investment Management LLC 2.17% Reduce -7.2% 343,020 $150.5M
HighTower Advisors, LLC 0.23% Reduce -1.7% 339,067 $148.8M
ING Groep NV 0.87% Add +42.4% 336,066 $147.5M
US Bancorp \de 0.19% Reduce -0.7% 316,746 $139.0M
Flossbach Von Storch SE 0.58% New 312,336 $137.1M
Epoch Investment Partners, Inc. 0.62% Reduce -2.4% 311,122 $136.5M
Public Employees Retirement System of Ohio 0.52% Reduce -6.1% 304,471 $133.6M
Fifth Third Bancorp 0.48% Add +2.1% 288,418 $126.6M
James Hambro & Partners LLP 5.70% Add +2.5% 279,279 $122.6M
Teacher Retirement System of Texas 0.69% Add +11.4% 278,214 $122.1M
Primecap Management Co. 0.09% No change 276,000 $121.1M
Mitsubishi UFJ Trust & Banking Corp 0.29% Reduce -5.5% 275,783 $121.0M
Capital Group Private Client Services, Inc. 1.21% Reduce -3.2% 275,204 $120.8M
Ensign Peak Advisors, Inc 0.22% Reduce -2.2% 269,777 $118.4M
KBC Group NV 0.36% Add +8.1% 268,308 $117.7M
Chevy Chase Trust Holdings, LLC 0.37% Reduce -2.2% 263,375 $115.6M
Artemis Investment Management LLP 1.55% Add +26.3% 262,862 $115.3M
CIBC Asset Management Inc 0.41% Add +2.1% 261,897 $114.9M
Blair William & Co. 0.35% Reduce -0.9% 260,353 $114.2M
Thornburg Investment Management Inc. 1.58% Add +15.5% 253,541 $112.2M
Rockefeller Capital Management L.P. 0.31% Add +8.5% 250,629 $110.0M
Calamos Advisors LLC 0.77% Add +3.7% 247,691 $108.7M
Allspring Global Investments Holdings, LLC 0.18% Reduce -7.1% 245,767 $107.8M
Nomura Asset Management Co. Ltd. 0.35% Add +2.2% 231,119 $101.4M
Renaissance Technologies 0.17% Reduce -43.4% 228,000 $100.0M
Thompson Siegel & Walmsley LLC 1.60% Reduce -4.5% 226,604 $99.4M
Bartlett & Co. Wealth Management LLC 1.49% Add +0.9% 224,269 $98.4M
Clark Capital Management Group, Inc. 0.71% Add +9.2% 219,740 $96.4M
LPL Financial LLC 0.05% Add +10.2% 218,455 $95.9M
Jennison Associates LLC 0.06% Reduce -26.8% 215,690 $94.6M
Treasurer of the State of North Carolina 0.39% Reduce -3.5% 209,215 $91.8M
Susquehanna International Group, LLP 0.15% Add +33.8% 198,136 $86.9M
Agf Management Ltd. 0.48% Add +13.6% 195,993 $86.0M
Zurich Insurance Group Ltd 0.74% Add +86.4% 195,378 $85.7M
Asset Management One Co., Ltd. 0.33% Reduce -1.9% 195,262 $85.7M
W1M Investment Management Ltd 1.61% Reduce -1.8% 194,225 $85.3M
Maren Capital LLC 8.14% Add +7.7% 192,227 $84.4M
NZS Capital, LLC 3.45% Add +12.2% 191,871 $84.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3.53% No change 190,446 $83.6M
Handelsbanken Fonder AB 0.36% Reduce -4.3% 186,610 $81.9M
M&G PLC 0.56% Add +1.2% 185,903 $81.6M
Huntington National Bank 0.82% Add +5.5% 180,829 $79.3M
State of New Jersey Common Pension Fund D 0.34% Reduce -36.4% 177,498 $77.9M
PNC Financial Services Group, Inc. 0.05% Add +0.7% 173,324 $76.1M
Port Capital LLC 3.77% Add +5.0% 171,425 $75.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.45% Add +191.2% 169,145 $74.2M
Corebridge Financial, Inc. 0.41% — 168,477 $73.9M
Baird Financial Group, Inc. 0.15% Add +4.6% 166,016 $72.8M
Nissay Asset Management Corp. /Japan 0.48% Add +3.3% 164,826 $72.3M
Empower Advisory Group, LLC 0.26% Add +28936.6% 161,153 $70.7M
Guggenheim Capital LLC 0.50% Add +8.1% 157,612 $69.2M
STRS Ohio 0.27% Reduce -1.2% 157,530 $69.1M
Hikari Power Ltd 6.22% No change 157,080 $68.9M
Temasek Holdings (Private) Ltd 0.32% Add +180.2% 156,630 $68.7M
Davis R M Inc. 1.39% Reduce -2.3% 156,497 $68.7M
Mar Vista Investment Partners LLC 3.37% Add +4.8% 155,904 $68.4M
CI Investments Inc. 0.27% Add +10.4% 155,663 $68.3M
Man Group plc 0.19% Reduce -3.7% 155,463 $68.2M
La Financiere DE L'echiquier 2.97% Add +3.4% 155,431 $68.2M
GAM Holding AG 5.23% Add +16.9% 155,353 $68.2M
PGGM Investments 0.96% Reduce -7.0% 152,918 $67.1M
Bank Julius Baer & Co. Ltd, Zurich 0.24% Add +41.0% 145,269 $63.7M
Cibc World Markets Corp. 0.42% Reduce -23.1% 144,776 $63.5M
Markel Group 0.62% Add +9.1% 143,500 $63.0M
Nisa Investment Advisors, LLC 0.40% Reduce -2.0% 143,138 $62.8M
Janney Montgomery Scott LLC 0.19% Reduce -2.7% 140,125 $61.5M
Arizona State Retirement System 0.41% Add +0.4% 139,730 $61.3M
State of Michigan Retirement System 0.31% Reduce -1.1% 137,904 $60.5M
Saturna Capital Corp. 0.79% No change 136,060 $59.7M
Lord, Abbett & Co. LLC 0.20% New 135,818 $59.6M
Capitolis Liquid Global Markets LLC 0.73% Reduce -41.3% 135,000 $59.2M
Cerity Partners LLC 0.16% Reduce -11.5% 134,072 $58.8M
Jane Street Group, LLC 0.06% Reduce -68.2% 130,455 $57.2M
AQR Capital Management 0.09% Reduce -7.2% 129,385 $56.8M
MetLife Investment Management, LLC 0.33% Add +11.1% 128,221 $56.3M
iA Global Asset Management Inc. 1.07% Reduce -22.2% 128,160 $56.2M
TCTC Holdings, LLC 1.93% Add +0.1% 127,872 $56.1M
Wilkinson Global Asset Management LLC 3.41% Add +11.5% 124,071 $54.4M
Thrivent Financial for Lutherans 0.11% Add +1.0% 120,352 $52.8M
Forsta Ap-Fonden 0.45% Reduce -8.8% 116,700 $51.2M
Carmignac Gestion 0.87% Add +13.5% 115,992 $50.9M
Capital International, Inc. 0.68% Add +1.2% 115,774 $50.8M
D. E. Shaw & Co. 0.08% Reduce -48.3% 115,263 $50.6M
USS Investment Management Ltd 0.40% Add +10.2% 112,402 $49.3M
Mirae Asset Global Investments Co., Ltd. 0.24% Reduce -43.6% 111,689 $49.2M
Grandfield & Dodd, LLC 3.10% Reduce -0.7% 111,719 $49.0M
Whittier Trust Co. 0.69% Reduce -11.4% 111,604 $49.0M
Border to Coast Pensions Partnership Ltd 1.15% Reduce -3.4% 110,738 $48.6M
Baader Bank Aktiengesellschaft 3.80% Reduce -4.9% 110,758 $48.6M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -2.5% 109,265 $47.9M
Aviso Financial Inc. 2.67% — 109,179 $47.9M
Banque Pictet & Cie SA 0.48% Reduce -10.2% 107,637 $47.2M
Millennium Management 0.04% Add +17785.3% 106,954 $46.9M
Railway Pension Investments Ltd 0.56% Reduce -10.9% 106,900 $46.9M
Nippon Life Global Investors Americas, Inc. 2.06% Reduce -2.2% 106,490 $46.7M
Retirement Systems of Alabama 0.18% Reduce -0.9% 106,042 $46.5M
Truist Financial Corp. 0.07% Reduce -1.1% 105,899 $46.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.31% Reduce -0.8% 105,590 $46.3M
Jupiter Asset Management Ltd. 0.44% Reduce -1.2% 105,473 $46.3M
Prudential Financial Inc. 0.07% Reduce -21.9% 103,663 $45.5M
Criteria Caixa, S.A.U. 6.01% No change 102,690 $45.1M
Healthcare of Ontario Pension Plan Trust Fund 0.13% Add +49.9% 102,134 $44.8M
Vest Financial, LLC 1.07% Add +7.0% 101,698 $44.6M
Daiwa Securities Group Inc. 0.24% Add +9.0% 99,594 $43.7M
1832 Asset Management L.P. 0.08% Add +12.9% 99,113 $43.5M
Brown Advisory Inc. 0.06% Add +21.0% 98,655 $43.3M
Sandhill Capital Partners LLC 3.28% Reduce -0.8% 97,525 $42.8M
Tredje AP-fonden 0.41% Add +7.2% 97,315 $42.7M
Amalgamated Bank 0.36% Reduce -4.2% 97,081 $42.6M
Welch & Forbes LLC 0.56% Add +2.8% 96,850 $41.8M
Northwest & Ethical Investments L.P. 1.19% Reduce -8.2% 94,410 $41.4M
Czech National Bank 0.46% Add +7.4% 91,606 $40.2M
Bleichroeder LP 11.90% No change 91,064 $40.0M
Windward Capital Management Co. 3.34% Reduce -1.7% 90,313 $39.6M
Commonwealth Equity Services, LLC 0.06% Reduce -1.4% 89,852 $39.4M
GW&K Investment Management, LLC 0.36% Reduce -8.8% 88,653 $38.9M
Yousif Capital Management, LLC 0.43% Reduce -3.5% 86,781 $38.1M
Focus Partners Wealth 0.13% Add +0.7% 85,920 $37.7M
Guyasuta Investment Advisors Inc. 2.76% Reduce -2.5% 91,279 $37.5M
UMB Bank, n.a. 0.61% Reduce -3.9% 85,411 $37.5M
Varma Mutual Pension Insurance Co 0.30% Reduce -12.3% 83,785 $36.8M
Zeno Equity Partners LLP 9.90% Reduce -15.7% 83,759 $36.8M
Norris Perne & French LLP 2.66% Reduce -0.5% 83,249 $36.5M
Holocene Advisors, LP 0.15% Add +22.7% 82,695 $36.3M
Axiom Investors LLC 0.31% Reduce -21.9% 80,138 $35.2M
Utah Retirement Systems 0.41% Reduce -5.9% 79,149 $34.7M
Factory Mutual Insurance Co. 0.39% Reduce -1.5% 77,600 $34.1M
Shelton Capital Management 0.92% Add +11.2% 76,361 $33.5M
Moran Wealth Management, LLC 1.09% Reduce -2.4% 75,542 $33.1M
Cumberland Partners Ltd 2.38% Reduce -1.7% 74,716 $32.8M
M&T Bank Corp 0.11% Add +32.0% 74,451 $32.7M
HRT Financial LP 0.18% New 74,089 $32.5M
New York Life Investment Management LLC 0.32% Add +0.2% 73,469 $32.2M
Federated Hermes, Inc. 0.07% Add +7.2% 71,549 $31.4M
Osaic Holdings, Inc. 0.07% Reduce -5.1% 71,320 $31.3M
Edmond DE Rothschild Holding S.A. 0.54% Add +16.4% 71,328 $31.3M
QRG Capital Management, Inc. 0.37% Add +4.2% 70,921 $31.1M
Pathstone Holdings, LLC 0.14% Reduce -0.6% 69,418 $30.5M
Norinchukin Bank, The 0.86% Add +118.2% 68,754 $30.2M
Wallington Asset Management, LLC 4.61% Add +0.8% 68,699 $30.1M
Rafferty Asset Management, LLC 0.11% Add +4.5% 68,662 $30.1M
Adams Natural Resources Fund, Inc. 4.39% Reduce -3.5% 68,500 $30.1M
Badgley Phelps Wealth Managers, LLC 0.74% Add +1.1% 68,287 $30.0M
Pacer Advisors, Inc. 0.07% Reduce -6.5% 67,650 $29.7M
Xponance LLC 0.30% Reduce -6.2% 67,140 $29.5M
Stock Yards Bank & Trust Co. 0.97% Add +0.6% 66,886 $29.4M
Mariner, LLC 0.06% Add +3.9% 66,765 $29.3M
Marathon Asset Management Ltd 0.91% Reduce -6.1% 66,395 $29.1M
TCW Group Inc. 0.26% Reduce -5.1% 66,229 $29.1M
Bank Pictet & Cie (Europe) AG 0.71% Reduce -11.2% 65,882 $28.9M
Louisiana State Employees Retirement System 0.55% Reduce -0.9% 65,400 $28.7M
Mesirow Financial Investment Management, Inc. 0.64% Reduce -1.1% 65,076 $28.6M
Allianz SE 0.84% No change 64,771 $28.4M
Moody LYNN Lieberson & Walker, LLC 1.86% Add +1.0% 64,628 $28.4M
Main Street Research LLC 1.85% Add +5.7% 64,032 $28.1M
Trillium Asset Management, LLC 0.71% Reduce -9.6% 63,816 $28.0M
Daiichi Life Insurance Co., Ltd. 0.68% Reduce -0.3% 63,643 $27.9M
Tybourne Capital Management (hk) Ltd. 5.66% Reduce -35.8% 63,455 $27.8M
Polar Capital Holdings Plc 0.16% Reduce -6.3% 63,155 $27.7M
SailingStone Capital Partners LLC 9.76% Add +11.0% 62,824 $27.6M
Dnca Finance 2.43% — 62,780 $27.5M
Schonfeld Strategic Advisors LLC 0.21% Add +515.6% 62,175 $27.3M
Kayne Anderson Rudnick Investment Management LLC 0.07% Reduce -2.4% 61,715 $27.1M
Adams Diversified Equity Fund, Inc. 0.92% No change 61,400 $26.9M
Mutual of America Capital Management LLC 0.29% Reduce -4.6% 60,625 $26.6M
Mediolanum International Funds Ltd 0.43% Reduce -8.1% 64,209 $26.4M
Country Trust Bank 0.67% Add +0.0% 60,021 $26.3M
LBP Am SA 1.07% Reduce -49.7% 59,521 $26.1M
Schaper Benz & Wise Investment Counsel Inc. 2.26% Reduce -0.8% 59,418 $26.1M
Cresset Asset Management, LLC 0.11% Add +18.1% 57,884 $25.4M
Nichols & Pratt Advisers LLP 1.71% Reduce -0.0% 57,635 $25.3M
Davidson Kempner Capital Management LP 0.58% Reduce -29.4% 57,501 $25.2M
Capital International Sarl 0.77% Add +3.1% 57,474 $25.2M
Barings LLC 0.61% Reduce -15.0% 56,976 $25.0M
Chilton Capital Management LLC 1.12% Add +4.9% 56,718 $24.9M
SG Americas Securities, LLC 0.16% Reduce -28.3% 55,374 $24.3M
Robeco Schweiz AG 0.47% Reduce -0.1% 55,230 $24.2M
Community Trust & Investment Co. 1.65% Reduce -1.0% 55,032 $24.1M
Taurus Asset Management, LLC 2.43% Add +0.3% 54,745 $24.0M
State of Alaska, Department of Revenue 0.27% Reduce -4.6% 54,602 $24.0M
NorthCrest Asset Manangement, LLC 0.79% Add +2.5% 54,431 $23.9M
Annex Advisory Services, LLC 0.83% Add +20.6% 53,728 $23.6M
Kornitzer Capital Management Inc. 0.45% Reduce -0.6% 53,536 $23.5M
Bridges Investment Management Inc. 0.35% Add +428.8% 53,097 $23.3M
Squarepoint Ops LLC 0.09% Add +7.3% 52,746 $23.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.27% Add +2.6% 52,663 $23.1M
Franklin Street Advisors Inc. 1.63% Reduce -10.0% 52,042 $22.8M
Rwa Wealth Partners, LLC 0.30% Reduce -0.5% 51,980 $22.8M
Creative Planning 0.02% Add +8.5% 51,633 $22.7M
Wealth Enhancement Advisory Services, LLC 0.05% Add +3.1% 51,540 $22.6M
Cetera Investment Advisers 0.05% Add +4.5% 51,244 $22.5M
Van Cleef Asset Management,Inc 2.77% Reduce -0.4% 50,421 $22.1M
Mirabella Financial Services LLP 1.87% Add +1939.0% 50,403 $22.1M
Fulton Breakefield Broenniman LLC 1.59% Reduce -0.8% 48,991 $21.5M
Assetmark, Inc. 0.07% Add +36.1% 48,519 $21.3M
Jones Financial Companies LLLP 0.02% Add +37.9% 47,711 $20.9M
Walleye Capital LLC 0.24% Reduce -14.1% 47,708 $20.9M
Van Lanschot Kempen Investment Management N.V. 0.23% Add +96.8% 46,915 $20.6M
National Bank of Canada 0.03% Add +0.7% 48,541 $20.5M
Profund Advisors LLC 0.76% Reduce -2.9% 46,647 $20.5M
Payden & Rygel Investment Group 1.63% Reduce -10.2% 46,000 $20.2M
Payden & Rygel 1.63% Reduce -10.2% 46,000 $20.2M
Keybank National Association 0.08% Reduce -1.6% 45,758 $20.1M
NEOS Investment Management LLC 0.82% Add +56.6% 45,184 $19.8M
Wealthfront Advisers LLC 0.07% Add +2.4% 44,782 $19.7M
Smith Salley Wealth Management 1.41% Add +12.3% 44,761 $19.6M
Night Owl Capital Management, LLC 2.93% Reduce -1.0% 44,598 $19.6M
Gulf International Bank (UK) Ltd 0.49% Reduce -6.9% 44,519 $19.5M
Sustainable Growth Advisers, LP 0.09% Reduce -90.4% 44,137 $19.4M
Avalon Trust Co 1.51% Reduce -0.8% 43,573 $19.1M
Silvercrest Asset Management Group LLC 0.13% Reduce -1.3% 43,570 $19.1M
Bokf, NA 0.34% Reduce -3.3% 43,213 $19.0M
Canoe Financial LP 0.35% No change 40,836 $19.0M
Captrust Financial Advisors 0.06% Add +1.1% 43,166 $18.9M
Aptus Capital Advisors, LLC 0.36% Add +29.0% 43,141 $18.9M
TD Waterhouse Canada Inc. 0.17% Add +5.2% 43,897 $18.9M
Whittier Trust Co. of Nevada Inc. 0.52% Reduce -15.3% 42,717 $18.7M
Sanctuary Advisors, LLC 0.14% — 41,909 $18.6M
Ancora Advisors LLC 0.46% Add +20.8% 42,260 $18.5M
Busey Bank 0.63% Add +1.6% 42,179 $18.5M
Pelham Capital Ltd. 11.35% Reduce -38.1% 42,148 $18.5M
Elo Mutual Pension Insurance Co 0.43% New 42,058 $18.5M
Northstar Asset Management Inc. 4.64% Reduce -1.1% 41,449 $18.2M
Oregon Public Employees Retirement Fund 0.36% Reduce -0.5% 41,291 $18.1M
Nixon Peabody Trust Co. 1.60% Add +7.0% 41,087 $18.0M
Tower Research Capital LLC (TRC) 0.30% Add +7.1% 40,361 $17.7M
Vanguard Personalized Indexing Management, LLC 0.34% Add +9.0% 40,388 $17.7M
Capital International Ltd. 0.81% Reduce -0.1% 40,175 $17.6M
Oppenheimer Asset Management Inc. 0.22% Add +31.8% 39,846 $17.5M
MML Investors Services, LLC 0.07% Reduce -6.7% 39,760 $17.4M
Quantinno Capital Management LP 0.31% Add +19.0% 39,584 $17.4M
Madison Asset Management, LLC 0.21% Reduce -1.8% 39,473 $17.3M
Zevin Asset Management LLC 2.80% Reduce -0.4% 39,410 $17.3M
Congress Asset Management Co. 0.12% Add +1.5% 39,362 $17.3M
Mill Capital Management, LLC 1.41% Add +1.2% 38,925 $17.1M
Premier Fund Managers Ltd 0.68% Reduce -3.8% 38,772 $17.1M
Teachers Retirement System of the State of Kentucky 0.15% Reduce -31.4% 38,888 $17.1M
CW Advisors, LLC 0.26% Add +1.5% 37,877 $16.6M
First National Trust Co 0.68% Reduce -3.8% 37,661 $16.5M
NewEdge Advisors, LLC 0.12% Add +23.7% 37,602 $16.5M
Maryland State Retirement & Pension System 0.30% Reduce -1.3% 37,454 $16.4M
Mizuho Securities USA LLC 0.36% New 37,064 $16.3M
Cibc World Market Inc. 0.04% Reduce -61.6% 37,004 $16.2M
Forbes J M & Co. LLP 1.66% Add +0.9% 36,843 $16.2M
Macquarie Group Ltd. 0.02% Add +6.7% 36,556 $16.0M
SteelPeak Wealth, LLC 0.75% New 36,233 $15.9M
Kentucky Retirement Systems 0.46% Reduce -1.6% 36,225 $15.9M
Citizens Financial Group Inc. 0.35% Add +13.8% 36,112 $15.8M
Pallas Capital Advisors LLC 0.71% Add +1.8% 35,079 $15.6M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -6.0% 35,567 $15.6M
Calamos Wealth Management LLC 0.83% Add +2.3% 34,867 $15.3M
Camden National Bank 2.35% Add +10.9% 34,637 $15.2M
Wolverine Asset Management LLC 1.46% Add +686.1% 34,338 $15.1M
Qube Research & Technologies Ltd 0.03% Reduce -89.0% 34,294 $15.0M
MBB Public Markets I LLC 0.31% Add +2377.4% 34,287 $15.0M
Avantax Advisory Services, Inc. 0.11% Add +69.6% 34,259 $15.0M
Farmers & Merchants Investments Inc. 0.50% Reduce -1.1% 34,205 $15.0M
Stonegate Investment Group, LLC 0.43% Add +0.7% 34,178 $15.0M
Cutter & CO Brokerage, Inc. 3.55% Reduce -1.0% 33,356 $14.6M
Rockland Trust Co. 0.77% Reduce -40.3% 33,250 $14.6M
Great Lakes Advisors, LLC 0.13% Reduce -24.6% 33,153 $14.5M
Tiaa Trust, National Association 0.04% Add +2.4% 32,665 $14.3M
Jump Financial, LLC 0.29% Add +26.0% 32,649 $14.3M
Baker Avenue Asset Management, LP 0.49% Reduce -3.4% 32,599 $14.3M
Knights of Columbus Asset Advisors LLC 0.92% Reduce -20.0% 31,965 $14.0M
Fiduciary Trust Co 0.21% Reduce -0.1% 31,161 $13.7M
Steward Partners Investment Advisory, LLC 0.14% Add +1.4% 30,945 $13.6M
Dana Investment Advisors, Inc. 0.46% Reduce -1.7% 30,841 $13.5M
Hartford Investment Management Co. 0.46% Reduce -1.8% 30,797 $13.5M
Kimelman & Baird, LLC 1.11% — 30,789 $13.5M
Beese Fulmer Investment Management, Inc. 1.22% Add +0.5% 30,575 $13.4M
Verition Fund Management LLC 0.11% Add +131.4% 29,926 $13.1M
Segment Wealth Management, LLC 0.96% Add +8.8% 29,673 $13.0M
Mercer Global Advisors Inc. 0.04% Add +7.3% 29,641 $13.0M
Praxis Investment Management Inc. 0.90% No change 29,484 $13.0M
O'shaughnessy Asset Management, LLC 0.13% Add +7.5% 29,555 $13.0M
Gateway Investment Advisers LLC 0.15% Reduce -3.2% 29,494 $12.9M
Crossmark Global Holdings, Inc. 0.25% Reduce -4.5% 29,356 $12.9M
Atria Investments, Inc 0.17% Add +13.8% 29,354 $12.9M
Aperture Investors, LLC 1.88% Reduce -53.6% 29,277 $12.8M
MAI Capital Management 0.12% Add +121.1% 28,369 $12.4M
Azimuth Capital Investment Management LLC 0.50% Reduce -57.0% 28,272 $12.4M
Chicago Capital, LLC 0.37% Add +7.2% 28,035 $12.3M
Securian Asset Management, Inc. 0.35% Reduce -3.2% 27,642 $12.1M
Reaves W H & Co. Inc. 0.41% Reduce -3.0% 27,539 $12.1M
Braun Stacey Associates Inc. 0.47% Add +8.8% 27,452 $12.0M
Sky Investment Group LLC 2.33% Add +0.5% 27,209 $11.9M
Heritage Investors Management Corp. 0.42% Reduce -1.0% 27,127 $11.9M
Orion Porfolio Solutions, LLC 0.13% Reduce -6.6% 26,990 $11.8M
Orion Portfolio Solutions, LLC 0.13% Reduce -6.6% 26,990 $11.8M
Financial Enhancement Group LLC 1.87% Add +0.1% 25,623 $11.6M
Shelter Mutual Insurance Co 3.02% No change 26,440 $11.6M
EagleClaw Capital Managment, LLC 2.09% Reduce -0.7% 26,435 $11.6M
Bradley Foster & Sargent Inc. 0.21% Add +34.3% 26,278 $11.5M
S&co Inc. 0.80% Reduce -2.3% 25,998 $11.4M
D.A. Davidson & Co. 0.10% Add +3.5% 25,875 $11.4M
Venture Visionary Partners LLC 0.53% Reduce -0.7% 25,854 $11.3M
Pinnacle Financial Partners Inc 0.24% Add +0.2% 25,709 $11.3M
Concentric Capital Strategies, LP 0.71% Reduce -65.7% 25,776 $11.3M
Heirloom Wealth Management 3.66% Reduce -1.1% 25,741 $11.3M
McCollum Christoferson Group LLC 3.35% Reduce -3.3% 25,644 $11.3M
Hikari Tsushin, Inc. 0.87% No change 25,500 $11.2M
Hamilton Capital Partners Inc. 1.19% Add +10.1% 25,366 $11.1M
Balyasny Asset Management L.P. 0.03% Add +539.1% 25,230 $11.1M
American National Bank & Trust 1.37% Add +6.2% 25,073 $11.0M
Synovus Financial Corp. 0.15% Reduce -21.7% 25,045 $11.0M
Ieq Capital, LLC 0.15% Add +12.7% 25,018 $11.0M
Bornite Capital Management LP 1.81% New 25,000 $11.0M
Benjamin F. Edwards & Company, Inc. 0.19% Add +5.0% 24,801 $10.9M
New Mexico Educational Retirement Board 0.37% No change 24,436 $10.7M
Meiji Yasuda Asset Management Co Ltd. 0.43% Reduce -5.0% 24,239 $10.6M
Siemens Fonds Invest GmbH 0.78% Add +0.2% 23,770 $10.4M
Pittenger & Anderson Inc. 0.42% Add +0.2% 23,525 $10.3M
Hantz Financial Services, Inc. 0.20% Reduce -7.3% 23,348 $10.2M
Bailard, Inc. 0.28% Reduce -1.0% 23,292 $10.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.4% 23,237 $10.2M
Mattern Capital Management, LLC 1.40% Reduce -0.3% 23,072 $10.1M
Metis Global Partners, LLC 0.34% Reduce -0.2% 22,902 $10.0M
Point72 Europe (London) LLP 0.84% New 22,700 $10.0M
First Foundation Advisors 0.38% Reduce -10.1% 22,615 $9.9M
Janney Capital Management LLC 0.70% Reduce -3.8% 22,481 $9.9M
Acadian Asset Management LLC 0.03% Add +216.9% 21,977 $9.6M
Park Avenue Securities LLC 0.12% Reduce -4.7% 21,928 $9.6M
Wesbanco Bank Inc. 0.35% Add +3.3% 21,559 $9.5M
Oppenheimer & Co. Inc. 0.15% Add +1.1% 21,555 $9.5M
Marietta Wealth Management, LLC 1.46% Reduce -0.1% 21,395 $9.4M
LS Investment Advisors, LLC 1.46% Add +0.5% 21,389 $9.4M
Ossiam 0.18% Add +69.3% 21,382 $9.4M
Flputnam Investment Management Co. 0.18% Add +46.9% 21,279 $9.3M
Two Sigma Advisers, LP 0.02% Add +109.9% 21,200 $9.3M
Sit Investment Associates Inc. 0.21% Reduce -2.0% 21,172 $9.3M
DE Burlo Group Inc. 1.25% Reduce -42.4% 21,150 $9.3M
First Merchants Corp. 0.36% Reduce -1.1% 20,617 $9.0M
Kestra Advisory Services, LLC 0.05% Add +46.9% 20,338 $8.9M
Longbow Finance SA 0.92% Reduce -3.9% 20,297 $8.9M
Shikiar Asset Management Inc. 2.60% No change 20,246 $8.9M
Choate Investment Advisors 0.23% Add +12.3% 20,225 $8.9M
Commerce Bank 0.06% Add +5.7% 20,170 $8.9M
Private Advisor Group, LLC 0.06% Add +7.9% 20,143 $8.8M
Gotham Asset Management 0.11% Add +7.5% 19,830 $8.7M
Intech Investment Management LLC 0.11% Add +15.6% 19,768 $8.7M
Cyrus J. Lawrence, LLC 1.75% Reduce -0.1% 19,693 $8.6M
AustralianSuper Pty Ltd 0.05% Reduce -52.0% 19,688 $8.6M
Ameritas Investment Partners, Inc. 0.29% Reduce -0.9% 19,245 $8.4M
NorthCoast Asset Management LLC 0.07% Reduce -3.0% 19,238 $8.4M
Stone Run Capital, LLC 3.35% Reduce -9.0% 19,120 $8.4M
Swiss Life Asset Management Ltd 0.10% Reduce -16.7% 19,033 $8.4M
Aviance Capital Partners, LLC 1.17% Add +0.7% 18,803 $8.3M
Tocqueville Asset Management L.P. 0.14% Add +28.8% 18,772 $8.2M
Ramsay, Stattman, Vela & Price, Inc. 1.53% Add +0.3% 18,439 $8.1M
Public Sector Pension Investment Board 0.05% Add +68.9% 18,259 $8.0M
Hudson Bay Capital Management LP 0.07% Reduce -81.8% 18,227 $8.0M
Winslow Asset Management Inc. 1.56% Reduce -4.3% 18,092 $7.9M
Cullen/Frost Bankers, Inc. 0.11% Add +9.3% 18,055 $7.9M
Courier Capital LLC 0.63% Reduce -0.4% 18,025 $7.9M
Independent Advisor Alliance 0.27% Add +3.1% 17,903 $7.9M
Tokio Marine Asset Management Co. Ltd. 0.37% Add +0.9% 17,801 $7.8M
Advisors Asset Management, Inc. 0.15% Add +63.2% 17,782 $7.8M
Glenmede Trust Co. NA 0.04% Add +1.5% 17,762 $7.8M
Tidal Investments LLC 0.11% Reduce -12.1% 17,643 $7.7M
Transform Wealth, LLC 0.58% Reduce -0.4% 17,574 $7.7M
Simplicity Wealth,LLC 0.17% Reduce -0.5% 17,533 $7.7M
Walleye Trading LLC 0.15% Add +110.8% 17,527 $7.7M
Reliant Investment Management, LLC 3.62% Add +0.7% 17,521 $7.7M
&partners 0.34% Add +707.0% 17,504 $7.7M
Bright Rock Capital Management, LLC 1.62% No change 17,500 $7.7M
Motco 0.45% Add +1.7% 17,497 $7.7M
McKinley Carter Wealth Services, Inc. 0.49% Add +3.2% 17,475 $7.7M
Logan Capital Management Inc. 0.33% Reduce -2.8% 17,432 $7.6M
Cambridge Financial Group, Inc. 3.41% Reduce -5.0% 17,291 $7.6M
Addenda Capital Inc. 0.30% Add +28.3% 17,268 $7.6M
Federation des caisses Desjardins du Quebec 0.04% Add +197.7% 17,940 $7.6M
BLB&B Advisors, LLC 0.41% Add +2.7% 17,180 $7.5M
Eagle Global Advisors LLC 0.39% Add +0.6% 16,927 $7.4M
Providence Capital Advisors, LLC 1.60% Add +0.8% 16,728 $7.3M
Granite Investment Partners, LLC 0.30% Reduce -0.1% 16,692 $7.3M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.08% — 16,687 $7.3M
Headinvest, LLC 1.44% Reduce -2.3% 16,681 $7.3M
Illinois Municipal Retirement Fund 0.11% No change 16,549 $7.3M
Two Sigma Investments, LP 0.02% Add +217.5% 16,536 $7.3M
Axiom Advisory, LLC 0.08% New 16,449 $7.2M
Boston Research & Management Inc. 1.83% Reduce -1.3% 16,457 $7.2M
Regions Financial Corp. 0.05% Add +2.1% 16,348 $7.2M
Washington Trust Bank 0.71% Add +0.4% 16,323 $7.2M
Cyndeo Wealth Partners, LLC 0.56% Add +1.3% 16,319 $7.2M
Marshall & Sullivan Inc. 3.56% Reduce -3.1% 16,250 $7.1M
Coldstream Capital Management Inc. 0.17% Add +18.5% 16,190 $7.1M
Rice Partnership, LLC 1.53% Add +3.8% 16,078 $7.1M
M. Kraus & Co 2.15% Add +0.8% 15,971 $7.0M
TD Private Client Wealth LLC 0.22% Add +0.3% 15,934 $7.0M
Strategic Wealth Investment Group, LLC 0.88% — 16,223 $7.0M
Unio Capital LLC 2.90% Add +8.1% 15,753 $6.9M
FineMark National Bank & Trust 0.25% Add +2.6% 15,742 $6.9M
Phoenix Financial Ltd. 0.11% Add +50.4% 15,727 $6.9M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -22.1% 15,700 $6.9M
Axxcess Wealth Management, LLC 0.19% Add +10.6% 15,653 $6.9M
Kestra Private Wealth Services, LLC 0.14% Reduce -6.6% 15,644 $6.9M
Driehaus Capital Management LLC 0.07% Reduce -76.2% 15,570 $6.8M
Kentucky Retirement Systems Insurance Trust Fund 0.46% Reduce -3.1% 15,505 $6.8M
Hoylecohen, LLC 0.51% Reduce -2.7% 15,499 $6.8M
Americana Partners, LLC 0.53% Add +1.8% 15,378 $6.7M
Groupama Asset Managment 0.09% Add +4.6% 15,335 $6.7M
Patrick Mauro Investment Advisor, INC. 3.90% Reduce -1.1% 15,328 $6.7M
Van Eck Associates Corp. 0.01% Add +16.9% 15,156 $6.7M
Marsico Capital Management LLC 0.20% No change 14,963 $6.6M
Great Lakes Retirement, Inc. 0.90% Add +5.9% 14,886 $6.5M
Jefferies Financial Group Inc. 0.14% Add +910.9% 14,870 $6.5M
Jackson Square Partners, LLC 0.40% Reduce -9.9% 14,804 $6.5M
Legacy Private Trust Co. 0.46% Add +3.6% 14,613 $6.4M
Parcion Private Wealth LLC 0.59% Reduce -2.3% 14,604 $6.4M
Lincoln Capital LLC 1.42% Reduce -0.6% 14,509 $6.4M
Choreo, LLC 0.11% Add +1232.8% 14,808 $6.4M
American Trust 0.52% Reduce -5.3% 14,480 $6.4M
S.E.E.D. Planning Group LLC 2.28% Reduce -2.6% 14,311 $6.3M
Riverbridge Partners LLC 0.09% Reduce -0.8% 14,263 $6.3M
Morse Asset Management, Inc 1.53% Add +1.2% 14,214 $6.2M
Princeton Global Asset Management LLC 1.37% Add +5.0% 14,182 $6.2M
Stokes Capital Advisors, LLC 1.72% Add +9.1% 14,057 $6.2M
First Trust Direct Indexing L.P. 0.38% Add +12.6% 14,019 $6.2M
Munro Partners 0.23% Add +6.4% 14,006 $6.1M
KCM Investment Advisors LLC 0.22% Add +3.0% 14,004 $6.1M
Neville Rodie & Shaw Inc. 0.46% Reduce -0.7% 13,939 $6.1M
Baldwin Investment Management, LLC 0.83% Reduce -0.9% 13,886 $6.1M
Bleakley Financial Group, LLC 0.18% Reduce -1.1% 13,864 $6.1M
Mizuho Markets Americas LLC 0.17% Reduce -47.0% 13,830 $6.1M
United Services Automobile Association 0.15% Reduce -4.9% 13,813 $6.1M
Candelo Capital Management LP 4.49% Add +41.0% 13,800 $6.1M
Fulcrum Capital LLC 1.37% Add +1.1% 13,682 $6.0M
Ipswich Investment Management Co., Inc. 1.40% Reduce -0.5% 13,672 $6.0M
Eventide Asset Management, LLC 0.10% Add +60.5% 13,388 $5.9M
Prospera Financial Services Inc 0.16% Reduce -0.9% 13,347 $5.9M
SVB Wealth LLC 0.14% Add +284.7% 13,310 $5.8M
Advisory Services Network, LLC 0.12% Reduce -3.7% 13,296 $5.8M
Thoroughbred Financial Services, LLC 0.39% Add +31.2% 13,265 $5.8M
Assenagon Asset Management S.A. 0.01% Add +1.9% 13,239 $5.8M
Beacon Pointe Advisors, LLC 0.07% Reduce -6.6% 13,222 $5.8M
Nelson Capital Management, LLC 1.02% Reduce -0.8% 13,158 $5.8M
Atlantic Union Bankshares Corp 0.36% Add +284.8% 13,014 $5.7M
Bfsg, LLC 0.72% Reduce -0.9% 12,980 $5.7M
Banque Cantonale Vaudoise 0.23% Reduce -31.4% 12,940 $5.7M
First National Bank of Mount Dora, Trust Investment Services 1.37% Add +6.6% 12,934 $5.7M
Atria Wealth Solutions, Inc. 0.06% Reduce -6.2% 12,824 $5.6M
Community Financial Services Group, LLC 1.20% Add +9.4% 12,676 $5.6M
Advisors Capital Management, LLC 0.10% Add +3.6% 12,637 $5.5M
Wellington Shields Capital Management, LLC 1.01% Add +0.6% 12,585 $5.5M
Freestone Capital Holdings, LLC 0.20% Add +2.9% 12,546 $5.5M
BW Gestao de Investimentos Ltda. 0.72% Add +150.0% 12,500 $5.5M
Cary Street Partners Investment Advisory LLC 0.22% Add +2.1% 12,490 $5.5M
Bank of Nova Scotia Trust Co. 0.61% Reduce -2.8% 12,442 $5.5M
United Capital Financial Advisors, LLC 0.05% Reduce -2.6% 12,432 $5.5M
Prudential PLC 0.04% Add +14.1% 12,288 $5.4M
Twin Capital Management Inc. 0.63% Add +6.0% 12,250 $5.4M
Peapack Gladstone Financial Corp. 0.08% Add +0.0% 12,167 $5.3M
Ayrshire Capital Management LLC 2.67% Add +4.4% 11,959 $5.2M
Jackson Square Capital, LLC 1.28% Reduce -24.2% 11,819 $5.2M
Cornerstone Advisors, LLC 0.21% Reduce -0.8% 11,800 $5.2M
Kintegral Advisory, LLC 0.50% New 11,773 $5.2M
Chartwell Investment Partners, LLC 0.18% Add +1.8% 11,768 $5.2M
First National Bank of Omaha 0.34% Add +17.6% 11,690 $5.1M
Stephens Inc. 0.08% Add +0.6% 11,674 $5.1M
Avanda Investment Management Pte. Ltd. 0.77% Reduce -34.1% 11,641 $5.1M
Chesley Taft & Associates LLC 0.26% Add +19.6% 11,624 $5.1M
J. Safra Sarasin Holding AG 0.09% — 11,492 $5.0M
Somerset Trust Co 2.02% Reduce -0.6% 11,225 $4.9M
Lido Advisors, LLC 0.04% Reduce -57.8% 11,209 $4.9M
Laird Norton Wetherby Wealth Management, LLC 0.23% Add +2.6% 11,053 $4.9M
BDF-Gestion 0.46% — 11,000 $4.8M
Synergy Asset Management, LLC 0.76% Add +23.4% 10,998 $4.8M
CENTRAL TRUST Co 0.12% Add +2.8% 10,924 $4.8M
Cypress Asset Management Inc. 1.23% Add +0.0% 10,673 $4.8M
Sequoia Financial Advisors, LLC 0.06% Add +4.9% 10,837 $4.8M
Roberts Wealth Advisors, LLC 1.62% Add +0.5% 11,018 $4.8M
DAVENPORT & Co LLC 0.03% Add +1.7% 10,821 $4.7M
Investment Management Corp of Ontario 0.13% Add +37.0% 10,738 $4.7M
Scotia Capital Inc. 0.03% Add +34.2% 10,726 $4.7M
Wahed Invest LLC 0.94% Add +11.7% 10,690 $4.7M
Edgestream Partners, L.P. 0.22% Add +72.3% 10,641 $4.7M
James Investment Research, Inc. 0.55% Add +0.0% 10,574 $4.6M
Lanark Financial, Inc. 0.42% Add +4.6% 10,568 $4.6M
Panagora Asset Management Inc. 0.02% Add +14.2% 10,490 $4.6M
Simmons Bank 0.35% Add +9.4% 10,487 $4.6M
Connable Office Inc. 0.49% Reduce -3.0% 10,447 $4.6M
Procyon Advisors, LLC 0.34% Add +5.7% 10,388 $4.6M
McKinley Capital Management LLC 0.79% Reduce -15.0% 10,289 $4.5M
Affinity Wealth Management LLC 0.82% Add +2.4% 10,255 $4.5M
Atom Investors LP 0.45% Reduce -16.3% 10,241 $4.5M
GTS Securities LLC 0.09% Reduce -10.3% 10,201 $4.5M
Capricorn Fund Managers Ltd 3.13% No change 10,121 $4.4M
YHB Investment Advisors, Inc. 0.38% Reduce -0.7% 10,111 $4.4M
Amova Asset Management Americas, Inc. 0.05% Reduce -16.8% 10,065 $4.4M
Citadel Advisors 0.00% Reduce -90.1% 10,060 $4.4M
Timber Creek Capital Management LLC 1.32% Add +1.3% 9,936 $4.4M
Johnson Investment Counsel Inc. 0.05% Add +0.3% 9,899 $4.3M
Raymond James Trust N.A. 0.10% Add +0.3% 9,887 $4.3M
Meiji Yasuda Life Insurance Co 0.09% Reduce -4.7% 9,834 $4.3M
Haverford Trust Co 0.05% Add +6.6% 9,820 $4.3M
Cwm, LLC 0.02% Add +4.8% 9,764 $4.3M
Richard Bernstein Advisors LLC 0.09% Add +0.0% 9,751 $4.3M
NJ State Employees Deferred Compensation Plan 0.53% No change 9,700 $4.3M
Boston Financial Mangement LLC 0.13% Add +1.6% 9,641 $4.2M
Greenleaf Trust 0.04% Add +0.0% 9,621 $4.2M
Vident Advisory, LLC 0.12% Add +18.3% 9,554 $4.2M
Signaturefd, LLC 0.09% Add +0.1% 9,535 $4.2M
Naples Global Advisors, LLC 0.42% Reduce -2.0% 9,511 $4.2M
Red Spruce Capital, LLC 1.93% Add +2.6% 9,459 $4.2M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -9.6% 9,437 $4.1M
NBT Bank, N.A. 0.29% Add +1.9% 9,393 $4.1M
First American Bank 0.31% Add +0.8% 9,365 $4.1M
Vestcor Inc 0.14% No change 9,253 $4.1M
Perigon Wealth Management, LLC 0.12% Reduce -3.9% 9,238 $4.1M
Centiva Capital, LP 0.20% Add +360.9% 9,223 $4.0M
Souders Financial Advisors 0.61% Add +6.3% 9,186 $4.0M
Horizon Investments, LLC 0.11% Reduce -2.9% 9,178 $4.0M
Clough Capital Partners L P 0.44% Reduce -21.4% 9,167 $4.0M
Mirova 0.73% No change 9,119 $4.0M
Rothschild Investment LLC 0.28% Add +0.6% 9,107 $4.0M
Prio Wealth Limited Partnership 0.12% Reduce -3.7% 9,085 $4.0M
Capital Group Investment Management Pte. LTD. 0.85% Reduce -27.8% 8,987 $3.9M
Glenview Trust Co 0.08% Add +15.8% 8,968 $3.9M
Trust Co. of Vermont 0.21% Add +0.2% 8,941 $3.9M
First National Advisers, LLC 0.72% Add +14.2% 8,938 $3.9M
HB Wealth Management, LLC 0.05% Add +13.7% 8,914 $3.9M
Meeder Advisory Services, Inc. 0.27% Add +40.1% 8,817 $3.9M
V-Square Quantitative Management LLC 0.62% Reduce -22.4% 8,734 $3.8M
Merit Financial Group, LLC 0.08% Add +0.1% 8,727 $3.8M
StrongBox Wealth, LLC 1.81% Add +17.2% 8,716 $3.8M
City Holding Co. 0.56% Add +13.3% 8,608 $3.8M
Apollon Wealth Management, LLC 0.11% Add +43.7% 8,597 $3.8M
Cordatus Wealth Management LLC 1.41% Reduce -0.1% 8,589 $3.8M
Ibex Wealth Advisors 0.59% New 8,574 $3.8M
Dakota Wealth Management 0.09% Reduce -3.5% 8,573 $3.8M
Empowered Funds, LLC 0.06% Add +31.2% 8,485 $3.7M
Fifth Third Wealth Advisors LLC 0.28% Add +111.2% 8,435 $3.7M
Cornerstone Wealth Management, LLC 0.28% Add +8.2% 8,428 $3.7M
Savoie Capital LLC 0.48% No change 8,415 $3.7M
Rockingstone Advisors LLC 1.86% Add +0.5% 8,267 $3.6M
Bahl & Gaynor LLC 0.02% Add +2.1% 8,264 $3.6M
Essex LLC 0.81% Reduce -0.8% 8,255 $3.6M
Townsquare Capital LLC 0.05% Reduce -1.4% 8,221 $3.6M
Cypress Capital Group 0.43% Reduce -4.8% 8,179 $3.6M
Plimoth Trust Co. LLC 0.96% Add +1.5% 8,175 $3.6M
Paloma Partners Management Co 0.39% Add +1202.3% 8,100 $3.6M
Patten Group, Inc. 0.83% Add +0.9% 8,010 $3.5M
Arnhold LLC 0.37% No change 8,000 $3.5M
Stone Summit Wealth LLC 1.26% Reduce -0.3% 7,983 $3.5M
Mendel Money Management 1.62% Add +0.7% 7,893 $3.5M
Bank Pictet & Cie (asia) Ltd. 1.15% Add +2.8% 7,853 $3.4M
Summit Financial, LLC 0.16% Add +85.4% 7,807 $3.4M
Composition Wealth, LLC 0.08% Add +3.6% 7,799 $3.4M
Ethic Inc. 0.08% Add +17.3% 7,761 $3.4M
Quaero Capital S.A. 7.53% Reduce -29.0% 7,757 $3.4M
Mattern Wealth Management LLC 0.82% Reduce -10.9% 7,743 $3.4M
Ramirez Asset Management, Inc. 0.69% Reduce -6.2% 7,730 $3.4M
Boyd Watterson Asset Management LLC 0.98% No change 7,715 $3.4M
Waverly Advisors, LLC 0.07% Add +2.1% 7,681 $3.4M
Ingalls & Snyder LLC 0.15% Reduce -0.7% 7,681 $3.4M
STF Management LP 1.42% Reduce -4.6% 7,676 $3.4M
DLK Investment Management, LLC 1.39% Add +1.2% 7,674 $3.4M
Mitchell & Pahl Private Wealth, LLC 1.77% Reduce -0.0% 7,639 $3.4M
Concourse Financial Group Securities, Inc. 0.21% Add +2.6% 7,597 $3.3M
Capital Asset Advisory Services LLC 0.18% Add +5.2% 7,597 $3.3M
Security National Bank of So Dak 1.95% Add +2.6% 7,442 $3.3M
DRW Securities, LLC 0.20% Add +1222.1% 7,364 $3.2M
Legacy Financial Strategies, LLC 0.77% Add +9.8% 7,438 $3.2M
Ostrum Asset Management 0.28% Add +4.1% 7,248 $3.2M
Los Angeles Capital Management LLC 0.01% Reduce -47.6% 7,246 $3.2M
Qtron Investments LLC 0.46% Reduce -2.2% 7,224 $3.2M
Clearstead Advisors, LLC 0.05% Add +57.4% 7,196 $3.2M
Nations Financial Group Inc, /Ia/ 0.26% Add +4.4% 7,191 $3.2M
River Wealth Advisors LLC 0.45% Reduce -4.5% 7,182 $3.2M
Integrated Wealth Concepts LLC 0.04% Add +6.7% 7,182 $3.2M
Legacy Wealth Asset Management, LLC 0.88% Reduce -12.2% 7,121 $3.1M
E Fund Management Co., Ltd. 0.17% Add +6.0% 7,110 $3.1M
Wedbush Securities Inc. 0.11% Add +1.6% 7,066 $3.1M
AdvisorNet Financial, Inc 0.28% Add +4.6% 7,011 $3.1M
CFS Investment Advisory Services, LLC 0.25% Reduce -0.8% 7,001 $3.1M
Principal Securities, Inc. 0.08% Add +15.8% 6,966 $3.1M
Patton Fund Management, Inc. 0.64% Reduce -17.4% 6,911 $3.0M
Weitz Investment Management, Inc. 0.16% No change 6,900 $3.0M
Beverly Hills Private Wealth, LLC 0.66% Reduce -9.6% 6,889 $3.0M
Beck Mack & Oliver LLC 0.06% No change 6,875 $3.0M
Stratos Wealth Partners, LTD. 0.05% Reduce -4.6% 6,850 $3.0M
Vinva Investment Management Ltd 0.15% Reduce -48.1% 6,815 $3.0M
ICW Investment Advisors LLC 1.35% Reduce -1.8% 6,776 $3.0M
Tudor Investment Corporation 0.03% New 6,762 $3.0M
Manhattan West Asset Management, LLC 0.80% Reduce -13.5% 6,761 $3.0M
Prime Capital Investment Advisors, LLC 0.04% Reduce -8.4% 6,755 $3.0M
Daymark Wealth Partners, LLC 0.14% Add +1.5% 6,751 $3.0M
Azzad Asset Management Inc. 0.35% Reduce -20.1% 6,744 $3.0M
Petredis Investment Advisors LLC 0.33% Reduce -0.1% 6,706 $2.9M
Summit Trail Advisors, LLC 0.08% Add +7.0% 6,695 $2.9M
Syon Capital LLC 0.27% Add +1.8% 6,669 $2.9M
Deane Retirement Strategies, Inc. 1.50% Reduce -0.7% 6,656 $2.9M
Brown Miller Wealth Management, LLC 1.21% Add +0.2% 6,635 $2.9M
Greenfield Seitz Capital Management, LLC 1.08% Add +1.5% 6,621 $2.9M
Andrew Hill Investment Advisors, Inc. 2.40% Reduce -0.3% 6,578 $2.9M
Naviter Wealth, LLC 0.43% Add +7.6% 6,564 $2.9M
Simplex Trading, LLC 0.09% New 6,564 $2.9M
Duncker Streett & Co. Inc. 0.55% Add +10.9% 6,533 $2.9M
Phraction Management LLC 1.14% Reduce -0.7% 6,503 $2.9M
Chilton Investment Co. Inc. 0.08% Reduce -0.6% 6,486 $2.8M
Argent Trust Co 0.13% Add +0.1% 6,479 $2.8M
Snowden Capital Advisors LLC 0.08% Reduce -8.9% 6,432 $2.8M
South Dakota Investment Council 0.06% Reduce -0.1% 6,428 $2.8M
Milestones Administradora de Recursos Ltda. 1.18% Add +228.4% 6,400 $2.8M
Albert D Mason Inc. 1.89% Reduce -0.2% 6,357 $2.8M
Ascent Group, LLC 0.23% Add +27.9% 6,354 $2.8M
Harbor Capital Advisors, Inc. 0.21% Add +8.0% 6,349 $2.8M
Buckingham Strategic Wealth, LLC 0.03% Add +0.3% 6,347 $2.8M
Wolverine Trading, LLC 0.05% New 6,325 $2.8M
JCIC Asset Management Inc. 1.13% Add +16.2% 6,264 $2.7M
Western Wealth Management, LLC 0.20% Reduce -0.2% 6,152 $2.7M
Ascension Asset Management LLC 1.41% Reduce -5.4% 6,143 $2.7M
Ballentine Partners, LLC 0.05% Add +8.5% 6,130 $2.7M
Threadgill Financial, LLC 1.26% Add +155.4% 6,106 $2.7M
Manchester Financial Inc. 0.66% Add +9.0% 6,063 $2.7M
Savant Capital, LLC 0.03% Add +31.1% 5,894 $2.6M
Parallel Advisors, LLC 0.07% Add +4.5% 5,849 $2.6M
OneDigital Investment Advisors LLC 0.03% Add +42.1% 5,827 $2.6M
Alkeme Wealth, LLC 1.22% Reduce -3.7% 5,825 $2.6M
Iowa State Bank 0.56% Reduce -0.7% 5,793 $2.5M
Bryn Mawr Trust Advisors, LLC 0.14% Add +0.6% 5,770 $2.5M
HighPoint Advisor Group LLC 0.15% Add +12.0% 5,605 $2.5M
Gabelli Funds LLC 0.02% Add +5.5% 5,750 $2.5M
Brookstone Capital Management 0.04% Add +12.0% 5,610 $2.5M
Roberts Glore & Co. Inc. 0.76% Reduce -0.4% 5,712 $2.5M
Blue Trust, Inc. 0.03% Add +56.8% 5,378 $2.5M
Taikang Asset Management (Hong Kong) Co Ltd 0.39% No change 5,683 $2.5M
Clearstead Trust, LLC 0.61% Add +0.6% 5,619 $2.5M
Douglass Winthrop Advisors, LLC 0.05% Add +1.9% 5,602 $2.5M
Triangle Securities Wealth Management 0.69% Reduce -0.7% 5,572 $2.4M
Quadrant Capital Group LLC 0.18% Add +10.2% 5,560 $2.4M
Trivium Point Advisory, LLC 0.36% Add +9.7% 5,555 $2.4M
Boston Trust Walden Corp 0.02% Reduce -68.6% 5,549 $2.4M
Mitchell Capital Management Co. 0.43% Add +1.2% 5,505 $2.4M
Princeton Capital Management LLC 0.79% Add +1.0% 5,498 $2.4M
Inspire Trust Co, N.A. 0.79% Add +75.8% 5,484 $2.4M
Pictet North America Advisors SA 0.26% Add +0.2% 5,466 $2.4M
Frank, Rimerman Advisors LLC 0.17% Add +30250.0% 5,463 $2.4M
Lantz Financial LLC 0.74% Reduce -2.7% 5,428 $2.4M
Freedom Day Solutions, LLC 0.79% Add +5.6% 5,323 $2.3M
Highland Capital Management, LLC 0.14% Reduce -3.6% 5,318 $2.3M
Avitas Wealth Management LLC 0.34% Add +0.4% 5,308 $2.3M
Hartline Investment Corp./ 0.31% New 5,304 $2.3M
Kesler, Norman & Wride, LLC 0.49% Reduce -12.6% 5,290 $2.3M
Williams Jones Wealth Management, LLC. 0.03% Reduce -2.3% 5,291 $2.3M
Channel Wealth LLC 0.83% Add +10.7% 5,249 $2.3M
Jackson Wealth Management, LLC 0.49% Reduce -42.2% 5,221 $2.3M
BSW Wealth Partners 0.37% Add +0.3% 5,182 $2.3M
WoodTrust Financial Corp 0.35% Reduce -7.3% 5,171 $2.3M
Buckley Wealth Management, LLC 0.72% Reduce -1.1% 5,154 $2.3M
Kuhn & Co Investment Counsel 2.02% Reduce -0.1% 5,118 $2.2M
Caprock Group, LLC 0.09% Add +96.4% 5,098 $2.2M
Birch Hill Investment Advisors LLC 0.11% Reduce -4.9% 5,095 $2.2M
Ashton Thomas Private Wealth, LLC 0.12% Add +0.3% 5,086 $2.2M
Elevation Point Wealth Partners, LLC 0.17% Reduce -13.1% 5,026 $2.2M
Rehmann Capital Advisory Group 0.16% Add +81.2% 5,011 $2.2M
Capital Management Associates 2.60% No change 5,000 $2.2M
Consolidated Investment Group LLC 0.34% Add +38.9% 5,000 $2.2M
Cigna Investments Inc. 0.41% Reduce -2.9% 4,981 $2.2M
Lake Street Advisors Group, LLC 0.10% Reduce -4.3% 4,969 $2.2M
AAFMAA Wealth Management & Trust LLC 1.07% Add +2.6% 4,936 $2.2M
Kingsview Wealth Management, LLC 0.05% Reduce -2.9% 4,904 $2.2M
Founders Financial Securities LLC 0.20% Add +4.4% 4,904 $2.2M
Dynamic Advisor Solutions LLC 0.07% Add +6.7% 4,875 $2.1M
Mather Group, Llc. 0.03% Add +14.9% 4,605 $2.1M
J. Stern & Co. LLP 0.25% Reduce -40.8% 4,867 $2.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.67% New 4,867 $2.1M
Smithfield Trust Co 0.11% Reduce -0.5% 4,855 $2.1M
GAMMA Investing LLC 0.28% Add +58.8% 4,761 $2.1M
Moody National Bank Trust Division 0.16% Add +1.1% 4,691 $2.1M
SageView Advisory Group, LLC 0.13% New 4,680 $2.1M
Two Sigma Securities, LLC 0.10% Reduce -25.6% 4,669 $2.0M
Valeo Financial Advisors, LLC 0.06% Add +8.8% 4,626 $2.0M
Concurrent Investment Advisors, LLC 0.07% Add +142.7% 4,625 $2.0M
Foundations Investment Advisors, LLC 0.05% Add +0.7% 4,622 $2.0M
Trium Capital LLP 0.72% Add +29.1% 4,604 $2.0M
Alerus Financial NA 0.15% Reduce -1.0% 4,582 $2.0M
Venturi Wealth Management, LLC 0.12% Add +8.6% 4,558 $2.0M
Vestor Capital, LLC 0.16% Reduce -71.5% 4,500 $2.0M
Gladstone Institutional Advisory LLC 0.10% Add +1.6% 4,456 $2.0M
Sargent Investment Group, LLC 0.40% Add +0.3% 4,443 $1.9M
Diversified Trust Co. 0.05% Add +6.1% 4,419 $1.9M
DeDora Capital, Inc. 0.59% Add +0.2% 4,407 $1.9M
Great Valley Advisor Group, Inc. 0.05% Reduce -2.1% 4,399 $1.9M
SlateStone Wealth, LLC 0.21% Add +3.7% 4,370 $1.9M
Security National Bank of Sioux City Iowa 1.38% Reduce -6.4% 4,366 $1.9M
Avantax Planning Partners, Inc. 0.06% Reduce -1.0% 4,331 $1.9M
J.W. Cole Advisors, Inc. 0.09% Add +38.1% 4,322 $1.9M
Ritholtz Wealth Management 0.06% Add +3.5% 4,307 $1.9M
Patten & Patten Inc. 0.13% Reduce -18.9% 4,306 $1.9M
Pitcairn Co. 0.12% Add +23.1% 4,303 $1.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.15% Add +7.9% 4,390 $1.9M
BKM Wealth Management, LLC 0.91% Reduce -4.0% 4,291 $1.9M
University of Texas/Texas Am Investment Management Co. 0.37% Add +191.6% 4,275 $1.9M
MeadowBrook Investment Advisors LLC 1.80% Add +1.4% 4,258 $1.9M
Dorsey & Whitney Trust CO LLC 0.13% Reduce -5.4% 4,251 $1.9M
Concord Asset Management, LLC 0.46% Add +12.7% 4,241 $1.9M
Sumitomo Life Insurance Co. 0.04% Reduce -11.3% 4,241 $1.9M
Guardian Capital Advisors LP 0.20% Add +81.9% 4,276 $1.9M
Concord Wealth Partners 0.33% Add +11.5% 4,238 $1.9M
AE Wealth Management LLC 0.02% Add +39.8% 4,202 $1.8M
Csenge Advisory Group 0.10% Add +19.2% 4,168 $1.8M
Capstone Investment Advisors, LLC 0.08% New 4,160 $1.8M
Leavell Investment Management, Inc. 0.10% Add +0.8% 4,154 $1.8M
Dean Investment Associates, LLC 0.26% Reduce -6.5% 4,120 $1.8M
Canandaigua National Bank & Trust Co. 0.19% Reduce -2.0% 4,068 $1.8M
NatWest Group plc 0.61% Add +3.4% 4,067 $1.8M
NorthRock Partners, LLC 0.07% Add +4.3% 4,061 $1.8M
Pinnacle Associates Ltd. 0.03% Reduce -2.0% 4,053 $1.8M
Y-Intercept (Hong Kong) Ltd 0.10% New 4,050 $1.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.20% Reduce -1.4% 4,039 $1.8M
Sittner & Nelson, LLC 0.87% Add +0.0% 4,039 $1.8M
Valmark Advisers, Inc. 0.03% Reduce -0.7% 4,036 $1.8M
Wealth Alliance, LLC 0.23% Reduce -4.6% 4,032 $1.8M
Whitener Capital Management, Inc. 0.53% No change 4,009 $1.8M
Live Oak Private Wealth LLC 0.30% Add +3.3% 3,979 $1.7M
Global Retirement Partners, LLC 0.05% Add +317.6% 3,955 $1.7M
Icon Wealth Advisors, LLC 0.15% Add +52.3% 3,793 $1.7M
Parallax Volatility Advisers, L.P. 0.05% Add +20.7% 3,910 $1.7M
Country Club Bank 0.12% Add +1.7% 3,872 $1.7M
Evergreen Capital Management LLC 0.06% Add +8.1% 3,876 $1.7M
Insight Wealth Strategies, LLC 0.24% Add +3.2% 3,862 $1.7M
Field & Main Bank 0.63% Reduce -3.1% 3,850 $1.7M
Schear Investment Advisers, LLC 1.21% Add +10.0% 3,827 $1.7M
Coastline Trust Co 0.20% Add +0.5% 3,820 $1.7M
Jacobi Capital Management LLC 0.14% Add +2.3% 3,805 $1.7M
Simon Quick Advisors, LLC 0.12% Add +9.8% 3,741 $1.6M
Alpha Cubed Investments, LLC 0.08% Add +0.8% 3,685 $1.6M
RMR Wealth Builders 0.19% Add +10.2% 3,681 $1.6M
NewEdge Wealth, LLC 0.04% Reduce -12.6% 3,677 $1.6M
Exchange Traded Concepts, LLC 0.04% Add +20.4% 3,640 $1.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -1.1% 3,581 $1.6M
China Universal Asset Management Co., Ltd. 0.23% Add +15.6% 3,637 $1.6M
Kingswood Wealth Advisors, LLC 0.14% Reduce -0.4% 3,623 $1.6M
Trueblood Wealth Management, LLC 0.90% Add +0.9% 3,621 $1.6M
AlphaStar Capital Management, LLC 0.15% Add +21.6% 3,620 $1.6M
Avestar Capital, LLC 0.18% Add +21.5% 3,618 $1.6M
TFG Advisers LLC 0.62% Reduce -3.5% 3,612 $1.6M
EDENTREE ASSET MANAGEMENT Ltd 0.50% Reduce -4.5% 3,607 $1.6M
Forum Financial Management, LP 0.03% Add +0.1% 3,594 $1.6M
PFW Advisors LLC 0.50% Reduce -0.9% 3,576 $1.6M
Spirepoint Private Client, LLC 0.22% Reduce -3.7% 3,572 $1.6M
Insigneo Advisory Services, LLC 0.18% Add +13.2% 3,522 $1.6M
Graypoint LLC 0.11% Reduce -0.6% 3,539 $1.6M
Caldwell Trust Co 0.17% Reduce -0.7% 3,532 $1.5M
Knollwood Investment Advisory, LLC 0.17% Add +72.8% 3,524 $1.5M
Wintrust Investments LLC 0.12% Add +0.7% 3,487 $1.5M
Williamson Legacy Group, LLC 1.13% Reduce -2.1% 3,472 $1.5M
Wedmont Private Capital 0.10% Add +20.5% 3,445 $1.5M
Nomura Holdings Inc. 0.01% Add +53.0% 3,453 $1.5M
Essex Financial Services, Inc. 0.11% Add +15.9% 3,377 $1.5M
Roundview Capital LLC 0.12% Add +146.0% 3,434 $1.5M
Quest Investment Management LLC 0.16% Add +2.7% 3,396 $1.5M
McDonald Partners LLC 0.40% No change 3,387 $1.5M
Chicago Partners Investment Group LLC 0.06% Add +2.3% 3,295 $1.5M
Blue Zone Wealth Advisors, LLC 0.51% Reduce -2.3% 3,377 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.21% Reduce -0.4% 3,371 $1.5M
GYL Financial Synergies, LLC 0.11% Add +0.1% 3,328 $1.5M
IHT Wealth Management, LLC 0.05% Add +0.4% 3,325 $1.5M
Mgo One Seven LLC 0.07% Add +4.6% 3,307 $1.5M
Thomas Story & Son LLC 0.62% No change 3,280 $1.4M
GeoWealth Management, LLC 0.06% Add +10.0% 3,279 $1.4M
Trust Point Inc. 0.12% Reduce -4.8% 3,278 $1.4M
GLOBALT Investments LLC / GA 0.06% Reduce -1.2% 3,271 $1.4M
Checchi Capital Advisers, LLC 0.11% Reduce -1.6% 3,270 $1.4M
Cobblestone Capital Advisors LLC 0.09% Reduce -0.2% 3,266 $1.4M
Palisade Asset Management, LLC 0.15% No change 3,260 $1.4M
Bridgewater Associates 0.01% Reduce -29.4% 3,260 $1.4M
Colonial Trust Co / SC 0.25% Add +1123.3% 3,254 $1.4M
J. W. Coons Advisors, LLC 0.27% Add +0.1% 3,248 $1.4M
AMG National Trust Bank 0.04% Add +11.1% 3,245 $1.4M
HM Payson & Co. 0.03% No change 3,244 $1.4M
Ferguson Shapiro LLC 0.56% Add +0.4% 3,244 $1.4M
EverSource Wealth Advisors, LLC 0.09% Add +30.2% 3,134 $1.4M
Rossmore Private Capital 0.19% Add +0.5% 3,224 $1.4M
Relative Value Partners Group, LLC 0.18% New 3,202 $1.4M
Lake Street Private Wealth, LLC 0.18% Add +4.2% 3,202 $1.4M
CTC Alternative Strategies, Ltd. 0.60% New 3,200 $1.4M
Prosperity Consulting Group, LLC 0.19% Add +1.7% 3,187 $1.4M
Harbour Trust & Investment Management Co 0.17% Add +0.8% 3,186 $1.4M
Smartleaf Asset Management LLC 0.23% Add +26.5% 3,162 $1.4M
US Asset Management LLC 1.26% Reduce -3.7% 3,168 $1.4M
Griffin Asset Management, Inc. 0.16% Add +1.9% 3,162 $1.4M
Conning Inc. 0.05% Add +3.1% 3,147 $1.4M
Allworth Financial LP 0.01% Add +9.7% 3,102 $1.4M
Brooklyn Investment Group 0.59% No change 2,969 $1.4M
Laurion Capital Management LP 0.04% New 3,100 $1.4M
Auto-Owners Insurance Co 0.04% No change 3,100 $1.4M
Schechter Investment Advisors, LLC 0.10% Reduce -0.8% 3,070 $1.3M
Bryant Woods Investment Advisors, LLC 0.98% Add +27.4% 3,609 $1.3M
Orleans Capital Management Corp. 0.85% Add +1.0% 3,050 $1.3M
Ledyard National Bank 0.13% Add +45.8% 3,046 $1.3M
Marietta Investment Partners LLC 0.29% Reduce -8.0% 3,010 $1.3M
Fidelis Capital Partners, LLC 0.19% Reduce -17.6% 2,976 $1.3M
Private Trust Co. NA 0.14% Reduce -20.9% 2,967 $1.3M
Personal Cfo Solutions, LLC 0.20% Add +1.8% 2,961 $1.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.49% Reduce -0.4% 2,948 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.51% Reduce -6.5% 2,947 $1.3M
Spinnaker Trust 0.08% Reduce -0.6% 2,930 $1.3M
Stratos Wealth Advisors, LLC 0.06% Reduce -47.6% 2,919 $1.3M
9258 Wealth Management, LLC 0.20% Reduce -0.7% 2,887 $1.3M
Fortis Group Advisors, LLC 0.25% No change 2,883 $1.3M
Lee Financial Co 0.21% Reduce -11.9% 2,882 $1.3M
Wealthspire Advisors, LLC 0.02% Reduce -4.8% 2,861 $1.3M
Fullcircle Wealth LLC 0.61% — 2,818 $1.3M
Wellington Shields & Co., LLC 0.41% Add +27.8% 2,845 $1.2M
Marks Group Wealth Management, Inc 0.13% Reduce -6.8% 2,828 $1.2M
Waldron Private Wealth LLC 0.06% Reduce -9.5% 2,820 $1.2M
Drake & Associates, LLC 0.44% Add +2.8% 2,797 $1.2M
Brass Tax Wealth Management, Inc. 0.24% New 2,797 $1.2M
Parsons Capital Management Inc. 0.08% No change 2,791 $1.2M
Premier Path Wealth Partners, LLC 0.21% Add +14.2% 2,777 $1.2M
Equitable Holdings, Inc. 0.01% Add +9.4% 2,770 $1.2M
Transcend Capital Advisors, LLC 0.09% Add +35.4% 2,769 $1.2M
Thomasville National Bank 0.10% Reduce -0.2% 2,766 $1.2M
Financial Counselors Inc. 0.02% Reduce -9.3% 2,766 $1.2M
Navalign, LLC 0.38% Add +2.7% 2,738 $1.2M
Zhang Financial LLC 0.08% Add +0.7% 2,736 $1.2M
Lindbrook Capital, LLC 0.11% Add +4.1% 2,722 $1.2M
Tower Bridge Advisors 0.13% Reduce -21.9% 2,696 $1.2M
Quotient Wealth Partners, LLC 0.04% Add +49.3% 2,683 $1.2M
Abbrea Capital, LLC 0.16% Reduce -0.6% 2,679 $1.2M
Aaron Wealth Advisors LLC 0.16% Add +4.6% 2,661 $1.2M
Anchor Investment Management, LLC 0.12% Add +8.9% 2,656 $1.2M
Confluence Wealth Services, Inc. 0.09% Add +22.6% 2,649 $1.2M
Comprehensive Financial Consultants Institutional, Inc. 0.46% Add +6.5% 2,645 $1.2M
Alpha Family Trust 0.68% Add +126.7% 2,630 $1.2M
Centennial Bank 0.56% Reduce -7.1% 2,619 $1.1M
Group One Trading LLC 0.04% New 2,585 $1.1M
CreativeOne Wealth, LLC 0.06% Reduce -10.2% 2,579 $1.1M
Sapient Capital LLC 0.02% Add +5.2% 2,573 $1.1M
Sage Mountain Advisors LLC 0.10% Add +24.5% 2,568 $1.1M
Ifrah Financial Services, Inc. 0.32% Reduce -9.6% 2,557 $1.1M
Kirtland Hills Capital Management, LLC 0.93% Add +0.0% 2,551 $1.1M
Park Edge Advisors, LLC 0.34% Add +15.9% 2,544 $1.1M
Castlekeep Investment Advisors LLC 0.86% Reduce -0.3% 2,543 $1.1M
Faithward Advisors, LLC 0.20% Add +5.6% 2,527 $1.1M
DF Dent & Co. Inc. 0.01% Reduce -2.1% 2,518 $1.1M
Ascentis Independent Advisors 0.23% — 2,492 $1.1M
Proficio Capital Partners LLC 0.11% Add +2.6% 2,485 $1.1M
Veracity Capital LLC 0.45% Reduce -2.6% 2,480 $1.1M
Thrive Wealth Management, LLC 0.21% Reduce -1.0% 2,476 $1.1M
Gryphon Financial Partners LLC 0.16% Add +15.9% 2,467 $1.1M
Estabrook Capital Management 0.17% Reduce -5.0% 2,467 $1.1M
EP Wealth Advisors, LLC 0.01% Add +5.3% 2,463 $1.1M
Asset Planning Services Inc. /La/ 0.57% Add +3.8% 2,450 $1.1M
Dover Advisors, LLC 0.66% Reduce -0.5% 2,446 $1.1M
Old National Bancorp 0.03% Add +3.5% 2,436 $1.1M
Farther Finance Advisors, LLC 0.05% Add +9.3% 2,491 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.24% Add +3.0% 2,430 $1.1M
Wilmington Savings Fund Society, FSB 0.04% Reduce -9.1% 2,419 $1.1M
Financial Advocates Investment Management 0.07% Reduce -1.7% 2,418 $1.1M
Compound Planning, Inc. 0.08% Reduce -71.8% 2,409 $1.1M
CX Institutional 0.05% Reduce -3.0% 2,399 $1.1M
Harbour Capital Advisors, LLC 0.25% No change 2,436 $1.0M
IFP Advisors, Inc 0.04% Reduce -9.0% 2,358 $1.0M
Sustainable Insight Capital Management, LLC 0.52% New 2,357 $1.0M
Angeles Wealth Management, LLC 0.10% Reduce -2.9% 2,347 $1.0M
Sentry Investment Management LLC 0.46% Reduce -17.0% 2,345 $1.0M
Lokken Investment Group LLC 0.48% Add +13.6% 2,329 $1.0M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Add +1.9% 2,323 $1.0M
Monte Financial Group, LLC 0.45% Reduce -1.2% 2,318 $1.0M
Resonant Capital Advisors, LLC 0.08% Add +15.8% 2,318 $1.0M
Penserra Capital Management LLC 0.01% Add +23.8% 2,313 $1.0M
Symmetry Partners, LLC 0.05% Reduce -9.3% 2,303 $1.0M
Bridgeway Capital Management, LLC 0.02% Reduce -68.1% 2,300 $1.0M
Strategic Blueprint, LLC 0.07% Reduce -4.5% 2,298 $1.0M
FUKOKU MUTUAL LIFE INSURANCE Co 0.08% Reduce -14.4% 2,294 $1.0M
Monarch Capital Management Inc. 0.30% Reduce -2.0% 2,293 $1.0M
Claro Advisors Inc. 0.16% Reduce -3.2% 2,292 $1.0M
L. Roy Papp & Associates, LLP 0.12% No change 2,289 $1.0M
PDS Planning, Inc 0.10% Add +2.2% 2,273 $997K
Asset Dedication, LLC 0.07% No change 2,271 $997K
Commerzbank Aktiengesellschaft 0.03% Add +46.4% 2,266 $995K
Sigma Planning Corp 0.03% Add +1.5% 2,263 $993K
Optas, LLC 0.26% Add +4.2% 2,258 $991K
SouthState Bank Corp 0.07% Add +0.8% 2,251 $988K
REDW Wealth LLC 0.26% No change 2,249 $987K
PFG Investments, LLC 0.07% Reduce -20.9% 2,237 $982K
Strategic Investment Advisors / MI 0.12% Add +25.0% 2,233 $980K
Central Pacific Bank - Trust Division 0.12% Reduce -4.7% 2,229 $978K
Continuum Advisory, LLC 0.14% Add +4.7% 2,225 $976K
Belpointe Asset Management LLC 0.07% Add +3.1% 2,225 $976K
Wealthcare Advisory Partners LLC 0.03% Add +16.9% 2,221 $975K
Agate Pass Investment Management, LLC 0.52% Reduce -6.5% 2,219 $974K
First Trust Investment Solutions L.P. 0.14% Add +136.7% 2,213 $971K
Cerro Pacific Wealth Advisors LLC 0.37% — 2,213 $971K
Mayflower Financial Advisors, LLC 0.16% Add +10.9% 2,202 $966K
Consilium Wealth Advisory, LLC 0.53% Add +21.9% 2,202 $966K
Baker Tilly Wealth Management, LLC 0.39% Reduce -20.4% 2,200 $965K
First Financial Corp. 0.49% Reduce -1.5% 2,197 $964K
Eisler Capital (US) LLC 0.18% New 2,181 $957K
Hancock Whitney Corp. 0.03% Add +7.6% 2,180 $957K
Covenant Partners, LLC 0.29% No change 2,178 $956K
Clarius Group, LLC 0.07% Reduce -3.9% 2,172 $953K
PFC Capital Group, Inc. 0.48% Add +34.9% 2,172 $953K
Wealth Alliance Advisory Group, LLC 0.21% Reduce -17.7% 2,169 $952K
Moors & Cabot, Inc. 0.05% Add +34.1% 2,164 $950K
Mission Wealth Management, LP 0.03% Add +4.3% 2,162 $949K
Nottingham Advisors, Inc. 0.11% No change 2,160 $948K
Carr Financial Group Corp 0.30% Add +0.3% 2,155 $945K
GC Wealth Management RIA, LLC 0.19% Reduce -1.6% 2,150 $943K
Convergence Financial, LLC 0.25% New 2,146 $942K
Pointe Capital Management LLC 0.58% No change 2,138 $938K
Davidson Trust Co. 0.64% Reduce -3.2% 2,115 $928K
Aries Wealth Management 0.29% Add +2.8% 2,104 $923K
W.H. Cornerstone Investments Inc. 0.65% Add +0.3% 2,096 $920K
Stableford Capital II LLC 0.36% Add +1.9% 2,045 $919K
Keel Point, LLC 0.08% Add +10.3% 2,026 $911K
Prestige Wealth Management Group LLC 0.20% Reduce -6.6% 2,074 $910K
Windsor Advisory Group, LLC 1.82% Add +2.6% 2,066 $907K
SRN Advisors, LLC 0.75% No change 2,059 $904K
Trust Investment Advisors 0.56% Add +0.1% 2,007 $881K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +4.3% 2,001 $878K
Ally Financial Inc. 0.11% New 2,000 $878K
U S Global Investors Inc. 0.08% No change 2,000 $878K
Total Clarity Wealth Management, Inc. 0.30% Reduce -8.7% 1,988 $872K
Greystone Financial Group, LLC 0.17% Add +43.4% 1,988 $872K
M&R Capital Management Inc. 0.21% Add +36.7% 1,974 $866K
Cohen Capital Management, Inc. 0.15% No change 1,972 $865K
M Holdings Securities, Inc. 0.11% New 1,959 $860K
International Assets Investment Management, LLC 0.08% Add +115.1% 1,953 $857K
Catalyst Financial Partners LLC 0.19% Add +3.0% 1,952 $857K
Advisor OS, LLC 0.09% Reduce -8.0% 1,942 $852K
Exchange Capital Management, Inc. 0.14% Reduce -4.0% 1,934 $849K
Bank of Hawaii 0.04% Reduce -8.4% 1,899 $833K
Beaton Management Co. Inc. 0.44% No change 1,883 $826K
Holderness Investments Co. 0.19% No change 1,863 $818K
West Family Investments, Inc. 0.24% No change 1,857 $815K
My Legacy Advisors, LLC 0.26% Add +9.4% 1,856 $814K
Cloverfields Capital Group, LP 0.27% Add +4.2% 1,831 $803K
Curi Capital, LLC 0.02% Reduce -2.2% 1,831 $803K
L2 Asset Management, LLC 0.24% Add +7.9% 1,817 $797K
Evercore Wealth Management, LLC 0.01% Reduce -0.2% 1,816 $797K
Girard Partners LTD. 0.08% Reduce -1.8% 1,815 $796K
Regent Peak Wealth Advisors LLC 0.18% Add +1.2% 1,808 $794K
FDx Advisors, Inc. 0.22% Reduce -28.9% 1,807 $793K
NewSquare Capital LLC 0.07% Add +2072.3% 1,803 $791K
Lester Murray Antman dba SimplyRich 0.25% Add +0.5% 1,801 $790K
SpiderRock Advisors, LLC 0.02% Add +50.6% 1,795 $788K
Romano Brothers and Company 0.11% Add +19.0% 1,789 $785K
Diversify Wealth Management, LLC 0.10% — 1,769 $784K
Legacy Financial Advisors, Inc. 0.14% Add +3.3% 1,779 $781K
ORG Partners LLC 0.10% New 1,814 $780K
Bar Harbor Wealth Management 0.05% Reduce -0.8% 1,772 $778K
Terra Nova Asset Management LLC 0.61% Add +0.1% 1,764 $774K
Hara Capital LLC 0.49% Reduce -0.3% 1,763 $774K
Mechanics Bank Trust Department 0.11% Add +15.4% 1,763 $774K
Fisher Asset Management 0.00% Add +54.0% 1,759 $772K
Moneta Group Investment Advisors LLC 0.01% Add +3.4% 1,757 $771K
Sanders Morris Harris LLC 0.13% Reduce -32.7% 1,750 $768K
Cozad Asset Management Inc. 0.08% Add +236.5% 1,750 $768K
South Street Advisors LLC 0.12% No change 1,748 $767K
Everhart Financial Group, Inc. 0.20% Add +16.5% 1,748 $767K
Legacy Wealth Management, LLC / MS 0.32% No change 1,743 $765K
KPP Advisory Services LLC 0.20% Add +1.2% 1,739 $763K
St Germain D J Co. Inc. 0.04% Reduce -3.6% 1,737 $762K
Journey Strategic Wealth LLC 0.03% Add +34.5% 1,716 $753K
Guidance Capital, Inc. 0.25% Add +8.7% 1,649 $748K
Relyea Zuckerberg Hanson LLC 0.12% Add +6.4% 1,694 $744K
Cynosure Group, LLC 0.12% New 1,694 $743K
Fullerton Fund Management Co Ltd. 0.03% Reduce -95.6% 1,689 $741K
Tritonpoint Wealth, LLC 0.07% Reduce -1.6% 1,687 $740K
Harbour Investments, Inc. 0.02% Add +1.4% 1,684 $739K
Howland Capital Management LLC 0.04% Add +4.0% 1,674 $735K
Boothbay Fund Management, LLC 0.03% Reduce -25.9% 1,670 $733K
Childress Capital Advisors, LLC 0.21% Add +4.1% 1,662 $729K
Analyst IMS Investment Management Services Ltd. 0.03% Add +54.2% 1,650 $725K
LCNB Corp. 0.27% Reduce -9.8% 1,652 $725K
Chesapeake Wealth Management 0.26% Add +0.6% 1,652 $725K
Winslow Capital Management, LLC 0.00% Reduce -99.7% 1,646 $722K
Legacy Capital Wealth Partners, LLC 0.18% New 1,645 $722K
Investors Asset Management of Georgia Inc. /Ga/ 0.35% No change 1,645 $722K
Meridian Wealth Management, LLC 0.09% New 1,645 $722K
Capital Investment Advisory Services, LLC 0.07% No change 1,643 $721K
MorganRosel Wealth Management, LLC 0.25% Reduce -12.8% 1,642 $721K
Gen-Wealth Partners Inc 0.35% Add +15.5% 1,637 $718K
Integrated Advisors Network LLC 0.04% Reduce -2.0% 1,618 $710K
Parkside Financial Bank & Trust 0.11% Add +2.9% 1,615 $709K
Baron Wealth Management LLC 0.37% Add +0.6% 1,607 $705K
Nilsine Partners, LLC 0.09% No change 1,607 $705K
Sound View Wealth Advisors Group, LLC 0.07% Add +0.2% 1,607 $705K
Sound Financial Strategies Group, LLC 0.61% Add +10.0% 1,604 $704K
Geller Advisors LLC 0.05% Reduce -0.7% 1,604 $704K
Exencial Wealth Advisors, LLC 0.03% Add +37.2% 1,603 $703K
R.m.sincerbeaux Capital Management LLC 0.46% No change 1,600 $702K
Catalyst Funds Management Pty Ltd 0.19% New 1,600 $702K
Northwest Bancshares, Inc. 0.12% Reduce -13.1% 1,598 $701K
Everett Harris & Co. 0.01% Add +9.1% 1,590 $698K
Riverwater Partners LLC 0.51% Add +3.3% 1,583 $695K
Allstate Corp. 0.06% Add +3.7% 1,575 $691K
JSF Financial, LLC 0.21% New 1,574 $691K
HBK Sorce Advisory LLC 0.02% Add +12.5% 1,569 $688K
Patron Partners, LLC 0.40% Add +3.1% 1,567 $688K
Morningstar Investment Services LLC 0.01% Add +22.7% 1,553 $684K
Axq Capital, LP 0.16% New 1,552 $681K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -5.5% 1,548 $679K
O'Brien Greene & Co. Inc 0.21% Add +2.4% 1,547 $679K
Carnegie Investment Counsel 0.02% Reduce -17.0% 1,536 $674K
Conestoga Capital Advisors, LLC 0.01% Reduce -31.9% 1,535 $674K
Wrapmanager Inc. 0.19% Add +15.1% 1,534 $673K
Painted Porch Advisors LLC 0.38% Reduce -0.9% 1,517 $666K
RDA Financial Network 0.22% Add +0.1% 1,517 $666K
Point Windward Advisors Inc. 0.27% No change 1,505 $660K
Jensen Investment Management Inc. 0.01% No change 1,505 $660K
Florida Trust Wealth Management Co 0.02% No change 1,501 $659K
Avior Wealth Management, LLC 0.03% Reduce -27.4% 1,500 $658K
Benin Management CORP 0.20% No change 1,499 $658K
AllSquare Wealth Management LLC 0.39% No change 1,497 $657K
Dividend Assets Capital, LLC 0.13% Reduce -20.9% 1,484 $651K
Motiv8 Investments LLC 0.48% Add +7.6% 1,484 $651K
Intrua Financial, LLC 0.11% Reduce -9.9% 1,483 $651K
Park Place Capital Corp 0.21% Add +55.7% 1,476 $648K
First Commonwealth Financial Corp 0.17% No change 1,473 $646K
Tributary Capital Management, LLC 0.05% Reduce -3.3% 1,470 $645K
Crestwood Advisors Group, LLC 0.01% Add +33.2% 1,468 $644K
AA Financial Advisors, LLC 0.23% Reduce -7.3% 1,466 $643K
Aberdeen Wealth Management LLC 0.43% No change 1,460 $641K
Horizon Kinetics Asset Management LLC 0.01% No change 1,460 $641K
Delta Financial Group, Inc. 0.27% Add +9.7% 1,454 $638K
Tyche Wealth Partners LLC 0.15% Reduce -21.4% 1,445 $634K
Catalina Capital Group, LLC 0.24% Add +2.6% 1,439 $632K
Focus Partners Advisor Solutions, LLC 0.02% Add +24.8% 1,433 $629K
Prossimo Advisors, LLC 0.57% Add +48.8% 1,431 $628K
Salem Investment Counselors Inc. 0.02% No change 1,425 $625K
Linden Thomas Advisory Services, LLC 0.10% Add +31.0% 1,424 $625K
Aspen Grove Capital, LLC 0.15% Add +2.1% 1,422 $624K
Cannell & Spears LLC 0.01% New 1,415 $621K
Stephens Consulting, LLC 0.18% No change 1,413 $620K
MassMutual Private Wealth & Trust, FSB 0.02% Add +17.5% 1,412 $620K
Modera Wealth Management, LLC 0.01% Add +2.4% 1,411 $619K
SkyView Investment Advisors, LLC 0.11% Add +0.6% 1,411 $619K
L.M. Kohn & Company 0.17% Add +2.2% 1,407 $618K
North Star Asset Management Inc. 0.03% No change 1,401 $615K
Clear Harbor Asset Management, LLC 0.05% No change 1,399 $614K
Vise Technologies, Inc. 0.11% Add +24.5% 1,384 $607K
Ables, Iannone, Moore & Associates, Inc. 0.40% No change 1,380 $606K
Hurlow Wealth Management Group, Inc. 0.21% Reduce -4.1% 1,378 $605K
Matrix Private Capital Group LLC 0.38% Add +1.0% 1,376 $604K
Smith Shellnut Wilson LLC 0.29% No change 1,372 $602K
Fort Point Capital Partners LLC 0.08% Reduce -2.7% 1,363 $598K
CHICAGO TRUST Co NA 0.12% Reduce -46.7% 1,361 $597K
Resources Management Corp. /CT/ 0.09% Reduce -6.8% 1,361 $597K
First Horizon Advisors, Inc. 0.02% Add +0.9% 1,353 $594K
Helios Capital Management Pte. Ltd. 0.39% No change 1,350 $592K
Aspire Private Capital, LLC 0.15% Add +1.7% 1,345 $590K
Prentice Wealth Management LLC 0.19% Add +2.1% 1,344 $590K
Fluent Financial, LLC 0.30% Add +2.0% 1,337 $587K
Formidable Asset Management, LLC 0.09% Reduce -3.2% 1,329 $583K
First Citizens Bank & Trust Co. 0.01% Reduce -9.7% 1,318 $578K
SYSTM Wealth Solutions LLC 0.13% Reduce -68.7% 1,313 $576K
Ameritas Advisory Services, LLC 0.02% Add +6.9% 1,311 $575K
Sivia Capital Partners, LLC 0.38% Add +17.5% 1,311 $575K
Marcum Wealth, LLC 0.06% Add +0.6% 1,311 $575K
Pinnacle Bancorp, Inc. 0.17% No change 1,306 $573K
Laffer Tengler Investments, Inc. 0.15% Add +71.1% 1,302 $571K
Y.D. More Investments Ltd 0.06% Add +0.1% 1,302 $571K
Alta Advisers Ltd 0.27% No change 1,300 $570K
Spirit of America Management Corp. 0.12% No change 1,300 $570K
GPS Wealth Strategies Group, LLC 0.09% Reduce -1.7% 1,299 $570K
Brighton Jones LLC 0.02% Add +6.1% 1,299 $570K
Cromwell Holdings LLC 0.34% — 1,298 $570K
Blueprint Investment Partners LLC 0.12% Reduce -36.7% 1,291 $567K
Oxford Financial Group, LTD. LLC 0.04% Reduce -3.9% 1,291 $567K
Maven Securities LTD 0.09% Reduce -38.3% 1,286 $564K
Portfolio Strategies, Inc. 0.08% No change 1,285 $564K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% No change 1,280 $562K
Level Four Advisory Services, LLC 0.03% Reduce -72.4% 1,279 $561K
Union Savings Bank 0.29% Add +4.6% 1,277 $560K
West Branch Capital LLC 0.21% Add +23.4% 1,274 $559K
Mitchell Sinkler & Starr 0.14% Add +22.1% 1,252 $558K
CYBER HORNET ETFs LLC 0.61% Add +0.9% 1,270 $557K
Legacy Advisors, LLC 0.07% Add +73.9% 1,268 $556K
Kathmere Capital Management, LLC 0.06% New 1,267 $556K
Hartford Funds Management Co LLC 0.05% Add +104.0% 1,265 $555K
GDS Wealth Management 0.06% Reduce -4.7% 1,259 $552K
Beach Investment Counsel Inc. 0.07% No change 1,250 $549K
Arete Wealth Advisors, LLC 0.04% New 1,237 $543K
Arkadios Wealth Advisors 0.04% Add +31.7% 1,233 $541K
Diversify Advisory Services, LLC 0.03% Reduce -35.5% 1,253 $540K
Renasant Bank 0.37% Add +23.3% 1,222 $536K
Hardy Reed LLC 0.05% New 1,218 $534K
Martingale Asset Management L P 0.01% Reduce -63.1% 1,206 $529K
Brown, Lisle/Cummings, Inc. 0.17% No change 1,202 $527K
LSV Asset Management 0.00% Reduce -25.0% 1,200 $527K
VeraBank, N.A. 0.16% No change 1,190 $522K
Proffitt & Goodson Inc. 0.09% No change 1,190 $522K
Verdad Advisers, LP 0.60% New 1,185 $520K
Richardson Financial Services Inc. 0.37% Reduce -2.6% 1,177 $516K
Founders Financial Alliance, LLC 0.15% No change 1,175 $516K
Sound Income Strategies, LLC 0.04% Add +0.1% 1,171 $514K
Wealth Management Associates, Inc. 0.24% No change 1,169 $513K
Measured Wealth Private Client Group, LLC 0.18% No change 1,161 $509K
Kolinsky Wealth Management, LLC 0.36% New 1,160 $509K
Sfm, LLC 0.38% Add +3.4% 1,159 $509K
FWG Holdings, LLC 0.25% Add +23.4% 1,132 $506K
Aurora Private Wealth, Inc. 0.44% Add +0.3% 1,152 $505K
Benjamin Edwards Inc. 0.10% Add +3.5% 1,141 $500K
Independent Financial Group, LLC 0.02% Add +2.2% 1,136 $499K
Alps Advisors Inc. 0.00% Reduce -6.4% 1,135 $498K
Curbstone Financial Management Corp 0.11% No change 1,134 $498K
Principle Wealth Partners LLC 0.04% No change 1,134 $498K
Plancorp, LLC 0.02% Add +3.5% 1,133 $497K
Gradient Investments LLC 0.01% Reduce -0.1% 1,132 $497K
Thrive Capital Management, LLC 0.23% No change 1,128 $495K
Heritage Trust Co 0.06% Add +8.2% 1,122 $492K
Mutual Advisors, LLC 0.01% Add +16.8% 1,094 $492K
Portfolio Design Labs, LLC 0.15% Add +62.0% 1,121 $492K
Cornerstone Planning Group LLC 0.14% Reduce -0.9% 1,104 $489K
Silver Coast Investments LLC 0.20% Add +3.3% 1,113 $488K
Quent Capital, LLC 0.05% Reduce -1.4% 1,110 $487K
Sax Wealth Advisors, LLC 0.05% New 1,109 $487K
Sachetta, LLC 0.21% Add +0.4% 1,076 $485K
Certuity, LLC 0.04% Reduce -14.0% 1,101 $483K
Great Diamond Partners, LLC 0.11% Reduce -4.4% 1,101 $483K
Fiduciary Family Office, LLC 0.19% Reduce -26.6% 1,099 $482K
Clifford Swan Investment Counsel LLC 0.02% No change 1,099 $482K
Inscription Capital, LLC 0.08% Add +0.2% 1,098 $482K
One Capital Management, LLC 0.02% Add +71.9% 1,095 $480K
Institutional & Family Asset Management, LLC 0.07% Add +1.6% 1,094 $480K
Midland Wealth Advisors, LLC 0.03% No change 1,094 $480K
Pinnacle West Asset Management, Inc. 0.37% Add +0.6% 1,090 $478K
Callan Capital, LLC 0.04% Add +7.7% 1,084 $476K
Institute for Wealth Management, LLC. 0.06% Reduce -0.3% 1,079 $474K
Vicus Capital 0.04% Reduce -0.6% 1,079 $473K
Berkshire Asset Management LLC 0.02% Add +46.9% 1,077 $473K
Financial & Tax Architects, LLC 0.13% Add +31.1% 1,074 $471K
Heritage Wealth Management, Inc. 0.16% — 1,081 $471K
Keystone Financial Group 0.17% No change 1,067 $468K
GHP Investment Advisors, Inc. 0.02% Add +3.5% 1,061 $466K
ZWJ Investment Counsel Inc. 0.02% Reduce -13.8% 1,061 $466K
Verdence Capital Advisors LLC 0.04% Add +0.2% 1,059 $465K
Guardian Wealth Advisors, LLC / NC 0.05% Add +0.2% 1,059 $465K
TBH Global Asset Management, LLC 0.10% Reduce -21.7% 1,055 $463K
Northern Financial Advisors Inc 0.37% No change 1,055 $463K
HTLF Bank 0.05% Reduce -0.1% 1,050 $461K
Mission Creek Capital Partners, Inc. 0.12% Reduce -4.2% 1,049 $460K
One Wealth Advisors, LLC 0.10% Add +2.8% 1,029 $460K
180 Wealth Advisors, LLC 0.07% Reduce -0.7% 1,047 $455K
Traveka Wealth, LLC 0.22% Add +1.4% 1,035 $454K
PFG Advisors 0.03% Add +44.1% 1,035 $454K
Samalin Investment Counsel, LLC 0.21% No change 1,032 $453K
Klingenstein Fields & Co. LP 0.02% Add +0.2% 1,029 $452K
MJP Associates Inc. 0.09% Reduce -0.3% 1,027 $451K
Blueshift Asset Management, LLC 0.15% New 1,026 $450K
Duncan Williams Asset Management, LLC 0.38% Add +26.5% 1,021 $448K
Revisor Wealth Management LLC 0.31% Reduce -43.8% 1,019 $447K
Merrion Investment Management Co, LLC 0.31% Add +64.8% 1,017 $446K
Pioneer Trust Bank N A 0.12% No change 1,016 $446K
Linscomb Wealth, Inc. 0.02% Reduce -1.0% 1,015 $445K
Susquehanna International Group Ltd. 0.11% New 1,009 $443K
VELA Investment Management, LLC 0.16% Reduce -40.9% 1,004 $441K
Cullen Capital Management, LLC 0.01% No change 1,000 $439K
Glaxis Capital Management, LLC 0.76% New 1,000 $439K
Darden Wealth Group Inc 0.27% New 1,000 $439K
Mechanics Financial Corp 0.23% No change 1,000 $439K
Aristides Capital LLC 0.18% New 1,000 $439K
Harvey Capital Management Inc. 0.12% No change 1,000 $439K
Oak Grove Capital LLC 0.11% No change 1,000 $439K
General Partner, Inc. 0.28% No change 998 $438K
GenTrust, LLC 0.02% New 995 $437K
Rosenberg Matthew Hamilton 0.13% Reduce -4.3% 1,013 $435K
Seeds Investor LLC 0.22% Reduce -6.9% 987 $433K
Nicolet Bankshares Inc. 0.09% Reduce -1.9% 984 $432K
Capital Investment Advisors, LLC 0.01% Add +109.2% 983 $431K
SevenBridge Financial Group, LLC 0.10% No change 967 $431K
Trust Co. of Toledo NA 0.06% Add +6.3% 980 $430K
Janiczek Wealth Management, LLC 0.09% Reduce -2.2% 976 $428K
Rockline Wealth Management, LLC 0.13% Reduce -1.0% 971 $426K
Missouri Trust & Investment Co 0.16% Add +11.0% 960 $421K
Global X Japan Co., Ltd. 0.06% Reduce -7.5% 953 $418K
Strategic Investment Solutions, Inc. 0.13% — 920 $417K
Webster Bank, N. A. 0.04% Reduce -3.3% 935 $410K
Tiemann Investment Advisors, LLC 0.18% Reduce -13.9% 932 $409K
Regatta Capital Group, LLC 0.09% No change 931 $409K
Moss Adams Wealth Advisors LLC 0.06% Add +25.2% 929 $408K
First Hawaiian Bank 0.01% Reduce -76.3% 928 $407K
TCV Trust & Wealth Management, Inc. 0.04% No change 913 $401K
Hilltop National Bank 0.13% Add +0.7% 912 $400K
Oxbow Advisors, LLC 0.05% No change 911 $400K
Taylor Hoffman Wealth Management 0.16% No change 929 $398K
TFB Advisors LLC 0.13% Add +33.1% 908 $398K
Waterloo Capital, L.P. 0.05% Add +15.8% 908 $398K
Brady Family Wealth, LLC 0.13% Reduce -4.5% 905 $397K
Lifeworks Advisors, LLC 0.11% Add +18.5% 904 $397K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +26.8% 898 $394K
Stratos Investment Management, LLC 0.03% Add +95.4% 897 $394K
Klingman & Associates, LLC 0.03% Add +0.5% 896 $393K
Argonautica Private Wealth Management, Inc. 0.13% No change 896 $393K
First American Trust, FSB 0.04% Add +6.1% 892 $391K
SeaCrest Wealth Management, LLC 0.04% Add +7.1% 885 $388K
Fiduciary Group, LLC 0.04% Reduce -0.5% 884 $388K
Home Federal Bank of Tennessee 0.12% No change 880 $386K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +6.8% 879 $386K
Cassaday & Co Wealth Management LLC 0.01% Add +2.2% 878 $385K
Obermeyer Wealth Partners 0.02% No change 874 $384K
Resurgent Financial Advisors LLC 0.24% Add +2.1% 873 $383K
Leo Wealth, LLC 0.04% Add +0.5% 874 $383K
Hyman Charles D 0.02% No change 870 $382K
Eisler Capital (UK) Ltd. 0.12% Add +26.1% 865 $380K
Hyperion Capital Advisors LP 0.18% No change 863 $379K
Granite Group Advisors, LLC 0.29% Reduce -35.2% 862 $378K
Power Wealth Management LLC 0.18% Reduce -41.1% 862 $378K
Flagship Harbor Advisors, LLC 0.02% Add +37.3% 861 $378K
Trail Ridge Investment Advisors, LLC 0.20% No change 860 $377K
Veltria Advisors Corp. 0.14% Reduce -42.1% 858 $376K
Boston Family Office LLC 0.03% No change 855 $375K
Moneco Advisors, LLC 0.06% Add +12.8% 853 $374K
Aerodigm Wealth, LLC 0.17% Add +12.4% 853 $374K
Douglas Lane & Associates, LLC 0.01% Reduce -40.3% 852 $374K
Avidian Wealth Enterprises, LLC 0.02% Add +81.8% 851 $374K
Sonoma Private Wealth LLC 0.61% Reduce -1.5% 850 $373K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 850 $373K
Pekin Hardy Strauss, Inc. 0.05% No change 849 $373K
Outlook Wealth Advisors, LLC 0.12% Add +2.4% 847 $372K
CNB Bank 0.18% No change 847 $372K
Quantum Financial Advisors, LLC 0.07% No change 846 $371K
CWS Financial Advisors, LLC 0.15% Reduce -0.6% 844 $370K
Creekside Partners 0.20% — 841 $369K
U.S. Capital Wealth Advisors, LLC 0.01% Add +22.2% 838 $368K
Ausdal Financial Partners, Inc. 0.04% Add +3.5% 838 $368K
Sand Hill Global Advisors, LLC 0.02% Reduce -2.8% 836 $367K
Crewe Advisors LLC 0.04% Add +14.3% 834 $366K
Red Door Wealth Management, LLC 0.06% Add +2.4% 828 $363K
Buckingham Capital Management, Inc. 0.04% Reduce -29.4% 828 $363K
Landaas & Co. /Wi 0.11% No change 828 $363K
Fortitude Advisory Group L.L.C. 0.22% Add +0.6% 827 $363K
CVA Family Office, LLC 0.07% Reduce -8.4% 827 $363K
Smallwood Wealth Investment Management, LLC 0.28% No change 827 $363K
Tandem Wealth Advisors LLC 0.19% Reduce -0.8% 825 $362K
Atticus Wealth Management, LLC 0.12% Reduce -1.2% 824 $362K
Hoxton Planning & Management, LLC 0.17% Reduce -4.3% 824 $362K
OneAscent Financial Services LLC 0.05% Reduce -5.1% 820 $360K
Latitude Advisors, LLC 0.22% Add +2.0% 820 $360K
Bard Financial Services, Inc. 0.04% No change 820 $360K
New Republic Capital, LLC 0.18% Add +2.9% 819 $359K
C2C Wealth Management, LLC 0.35% No change 817 $359K
FFT Wealth Management LLC 0.03% Reduce -2.2% 816 $358K
Cornerstone Advisory, LLC 0.05% New 812 $356K
Sentinel Trust Co. Lba 0.04% Add +0.6% 808 $355K
Wynn Capital, LLC 0.26% Add +0.6% 809 $355K
Schnieders Capital Management LLC 0.07% Add +4.5% 809 $355K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +3.1% 806 $354K
Moloney Securities Asset Management, LLC 0.05% Reduce -1.4% 802 $352K
Legacy Trust 0.09% Reduce -28.9% 799 $351K
Fiducient Advisors LLC 0.05% Add +4.0% 798 $350K
First Affirmative Financial Network 0.24% Add +8.6% 798 $350K
Turtle Creek Wealth Advisors, LLC 0.08% Add +15.5% 796 $349K
Woodstock Corp. 0.04% No change 793 $348K
AXS Investments LLC 0.10% Reduce -13.6% 791 $347K
Sabal Trust CO 0.02% Reduce -22.9% 788 $346K
Patrick M Sweeney & Associates, Inc. 0.28% No change 787 $345K
PGIM Custom Harvest LLC 0.01% New 786 $345K
D'Orazio & Associates, Inc. 0.05% Add +2.5% 784 $344K
Interchange Capital Partners, LLC 0.13% Add +44.1% 784 $344K
Donaldson Capital Management, LLC 0.01% Reduce -30.2% 777 $341K
Northside Capital Management, LLC 0.06% No change 776 $341K
Jacobsen Capital Management 0.15% Add +2.2% 775 $340K
Five Oceans Advisors 0.18% Add +45.8% 771 $338K
LMCG Investments, LLC 0.02% Add +0.8% 771 $338K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -6.1% 766 $336K
Rooted Wealth Advisors, Inc. 0.15% No change 752 $335K
State of Wyoming 0.06% Reduce -28.9% 763 $335K
CRA Financial Services, LLC 0.07% Add +6.6% 760 $333K
Renaissance Group LLC 0.01% No change 760 $333K
Strategy Asset Managers LLC 0.07% Add +5.4% 873 $333K
Foguth Wealth Management, LLC. 0.15% New 757 $332K
Peoples Bank 0.17% No change 755 $331K
Canopy Partners, LLC 0.15% Add +0.9% 751 $330K
M3 Advisory Group, LLC 0.27% Add +9.2% 750 $329K
Heartland Bank & Trust Co 0.19% Add +0.9% 749 $329K
Arax Advisory Partners 0.03% Add +73.3% 747 $328K
Cascade Financial Partners, LLC 0.04% No change 747 $328K
Nabity-Jensen Investment Management Inc 0.27% No change 746 $327K
Savvy Advisors, Inc. 0.11% New 745 $327K
Radnor Capital Management, LLC 0.10% No change 743 $326K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -8.9% 739 $324K
Aureus Asset Management, LLC 0.02% Add +5.4% 738 $324K
Portside Wealth Group, LLC 0.06% Reduce -4.3% 737 $323K
Norden Group LLC 0.07% Add +8.5% 737 $323K
TrueWealth Advisors, LLC 0.12% Reduce -0.8% 730 $320K
MIdWestOne Financial Group, Inc. 0.06% Add +5.3% 728 $319K
Triad Wealth Partners, LLC 0.17% New 728 $319K
Cahaba Wealth Management, Inc. 0.03% Add +0.7% 727 $319K
TSA Wealth Managment LLC 0.13% Add +8.0% 719 $316K
ABLE Financial Group, LLC 0.11% Reduce -12.0% 713 $313K
Seven Springs Wealth Group, LLC 0.12% No change 707 $310K
Woodard & Co. Asset Management Group Inc. 0.08% No change 705 $309K
Seven Mile Advisory 0.23% Add +1.9% 703 $308K
First National Bank of Hutchinson 0.20% Reduce -4.0% 703 $308K
Gould Asset Management LLC 0.07% Add +6.5% 702 $308K
Bluesphere Advisors LLC 0.16% No change 700 $307K
Goelzer Investment Management, Inc. 0.02% Add +1.4% 700 $307K
TradeLink Capital LLC 0.89% New 700 $307K
Strategic Wealth Partners, Ltd. 0.03% Reduce -46.2% 698 $306K
Enterprise Bank & Trust Co 0.10% No change 698 $306K
New Covenant Trust Company, N.A. 0.35% Reduce -2.5% 688 $306K
Values First Advisors, Inc. 0.18% Reduce -0.4% 697 $306K
Auxano Advisors, LLC 0.08% Add +2.4% 696 $305K
Traynor Capital Management, Inc. 0.03% Reduce -2.0% 695 $305K
Catalyst Capital Advisors LLC 0.01% Add +214.0% 694 $305K
Jag Capital Management, LLC 0.04% Reduce -97.1% 692 $304K
Gilliland Jeter Wealth Management LLC 0.10% No change 689 $302K
Palumbo Wealth Management LLC 0.13% Add +0.3% 687 $301K
Revolve Wealth Partners, LLC 0.05% Reduce -1.0% 686 $301K
Fort, L.P. 0.77% Add +1.0% 683 $300K
Alera Investment Advisors, LLC 0.04% Reduce -72.8% 681 $299K
AlTi Global, Inc. 0.01% Add +34.6% 680 $298K
Nicolet Advisory Services, LLC 0.03% New 686 $298K
Everpar Advisors LLC 0.15% Add +22.6% 678 $298K
Pinion Investment Advisors, LLC 0.15% Add +30.7% 677 $297K
Raleigh Capital Management Inc. 0.13% Add +3.5% 677 $297K
Optiver Holding B.V. 0.01% Reduce -70.3% 676 $297K
MTM Investment Management, LLC 0.12% No change 674 $296K
Convergence Investment Partners, LLC 0.09% Reduce -1.2% 672 $295K
Delta Asset Management LLC 0.03% No change 672 $295K
Alan B Lancz & Associates, Inc. 0.29% — 671 $294K
InTrack Investment Management Inc 0.21% Add +1.5% 670 $294K
Olistico Wealth, LLC 0.19% No change 670 $294K
HCR Wealth Advisors 0.04% No change 669 $294K
CoreCap Advisors, LLC 0.03% Reduce -7.0% 664 $291K
Enterprise Financial Services Corp 0.18% Reduce -7.0% 664 $291K
Cooper Financial Group 0.04% Reduce -13.3% 662 $291K
Levin Capital Strategies, L.P. 0.03% No change 661 $290K
Sterling Investment Counsel, LLC 0.11% Add +12.4% 651 $286K
Members Trust Co 0.01% Reduce -0.1% 645 $283K
Westwood Holdings Group Inc. 0.00% Reduce -0.8% 644 $283K
Deseret Mutual Benefit Administrators 0.13% Reduce -8.0% 683 $280K
Consolidated Portfolio Review Corp 0.07% Reduce -18.3% 637 $280K
Meadow Creek Wealth Advisors LLC 0.26% Add +14.4% 635 $278K
Tradition Wealth Management, LLC 0.03% Add +0.8% 630 $277K
Greenwood Gearhart LLC 0.03% No change 630 $276K
Ellenbecker Investment Group 0.06% New 629 $276K
Stiles Financial Services Inc 0.11% Add +9.4% 628 $276K
SignalPoint Asset Management, LLC 0.07% No change 627 $275K
Northcape Wealth Management, LLC 0.10% Reduce -24.7% 626 $275K
Independence Bank of Kentucky 0.07% Add +66.0% 626 $275K
Crawford Investment Counsel Inc. 0.01% Reduce -1.4% 626 $274K
Alpha Financial Advisors, LLC 0.13% No change 625 $274K
StoneX Group Inc. 0.02% Add +4.2% 625 $274K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 624 $274K
Freedom Investment Management, Inc. 0.02% Reduce -75.4% 622 $273K
Foster Group, Inc. 0.01% Add +7.3% 620 $272K
Henshaw Capital LLC 0.01% No change 619 $272K
Advus Financial Partners, LLC 0.08% No change 618 $271K
Essex Bank 0.07% Add +4.4% 617 $271K
Kohmann Bosshard Financial Services, LLC 0.04% No change 612 $269K
Hollencrest Capital Management 0.01% Add +90.9% 609 $267K
Cottonwood Capital Advisors, LLC 0.21% Reduce -15.8% 619 $267K
Summit Financial Wealth Advisors, LLC 0.05% No change 608 $267K
Whalerock Point Partners, LLC 0.07% No change 607 $266K
Hibernia Wealth Partners, LLC 0.09% New 606 $265K
Broadwater Capital Management LLC 0.20% No change 600 $263K
Alliance Wealth Advisors, LLC 0.17% No change 600 $263K
First City Capital Management, Inc. 0.15% No change 600 $263K
Ballast Advisors LLC 0.08% No change 600 $263K
IAM Advisory, LLC 0.07% No change 600 $263K
Aveo Capital Partners, LLC 0.03% Reduce -13.2% 600 $263K
Trilogy Capital Inc. 0.01% Reduce -2.6% 599 $263K
Talisman Wealth Advisors LLC 0.30% Reduce -0.3% 598 $262K
Cary Street Partners Asset Management LLC 0.04% Add +2.2% 598 $262K
Vestmark Advisory Solutions, Inc. 0.01% Add +2.1% 595 $261K
Lockerman Financial Group, Inc. 0.47% Add +5.9% 591 $259K
Second Line Capital, LLC 0.08% Add +0.2% 589 $258K
Cable Hill Partners, LLC 0.03% New 584 $256K
Copperwynd Financial, LLC 0.08% Add +5.0% 564 $256K
Sandy Spring Bank 0.01% Add +10.5% 579 $254K
BOS Asset Management, LLC 0.12% No change 577 $253K
Gladius Capital Management LP 0.25% Reduce -27.0% 568 $249K
Main Street Financial Solutions, LLC 0.02% Add +3.1% 568 $249K
Silver Oak Securities, Incorporated 0.04% Add +3.3% 565 $248K
Summitry LLC 0.01% Add +9.9% 564 $248K
Systematic Alpha Investments, LLC 0.01% No change 564 $247K
German American Bancorp, Inc. 0.03% Add +22.3% 564 $247K
HMS Capital Management, LLC 0.13% No change 563 $247K
Lakewood Asset Management LLC 0.17% No change 562 $247K
HUB Investment Partners, LLC 0.01% Add +14.3% 560 $246K
Dopkins Wealth Management, LLC 0.15% Add +11.4% 557 $244K
Robertson Stephens Wealth Management, LLC 0.01% New 555 $244K
Van Hulzen Asset Management, LLC 0.02% Add +2.8% 554 $243K
Philip James Wealth Mangement, LLC 0.16% Reduce -20.9% 553 $243K
Asio Capital, LLC 0.05% Reduce -5.2% 553 $243K
Bruce G. Allen Investments, LLC 0.20% Reduce -4.0% 552 $242K
N.E.W. Advisory Services LLC 0.03% No change 552 $242K
Financial Management Professionals, Inc. 0.03% Reduce -14.3% 551 $242K
Osborne Partners Capital Management, LLC 0.01% Add +3.4% 549 $241K
Capital Market Strategies LLC 0.15% No change 548 $240K
Legacy PCG, LLC 0.15% No change 546 $240K
KG Capital Management 0.08% Add +11.0% 546 $240K
Northstar Advisory Group, LLC 0.14% Reduce -34.0% 543 $238K
Indie Asset Partners, LLC 0.19% New 541 $238K
Western Financial Corp 0.14% Add +1.7% 541 $237K
BlueSky Wealth Advisors, LLC 0.04% New 541 $237K
San Luis Wealth Advisors LLC 0.06% Reduce -6.3% 538 $236K
Wellspring Financial Advisors, LLC 0.03% Add +11.9% 536 $235K
Bragg Financial Advisors, Inc 0.01% Reduce -7.8% 535 $235K
Ssi Investment Management LLC 0.09% No change 535 $235K
Tradewinds, LLC. 0.07% Reduce -4.8% 535 $235K
Hamilton Wealth, LLC 0.06% No change 533 $234K
Breakwater Capital Group 0.05% Add +3.9% 532 $233K
Mainstay Capital Management LLC 0.04% Add +0.4% 531 $233K
Cim, LLC 0.04% No change 500 $233K
Richard W. Paul & Associates, LLC 0.09% Reduce -1.3% 530 $233K
Baker Ellis Asset Management LLC 0.04% No change 530 $233K
Maltin Wealth Management, Inc. 0.12% No change 529 $232K
Hoge Financial Services, LLC 0.19% Reduce -6.9% 528 $232K
IFG Advisory, LLC 0.01% New 528 $232K
Motive Wealth Advisors 0.14% Reduce -1.1% 527 $231K
Riverview Trust Co 0.22% No change 524 $230K
Aspiriant, LLC 0.01% Reduce -37.8% 521 $229K
Farmers Trust Co. 0.05% No change 520 $228K
VanderPol Investments L.L.C. 0.69% Add +12.8% 518 $227K
Tranquility Partners, LLC 0.09% No change 518 $227K
Cornerstone Wealth Group, LLC 0.02% Add +13.9% 515 $226K
Mairs & Power Inc. 0.00% No change 515 $226K
Keener Financial Planning LLC 0.15% Reduce -4.5% 514 $225K
Brave Asset Management Inc. 0.06% No change 509 $223K
Regal Investment Advisors LLC 0.01% No change 509 $223K
Galvin, Gaustad & Stein, LLC 0.02% Add +0.4% 508 $223K
Gables Capital Management Inc. 0.12% No change 508 $223K
BigSur Wealth Management LLC 0.07% Reduce -15.6% 507 $222K
United Bank 0.03% No change 507 $222K
Kavar Capital Partners Group, LLC 0.04% Add +0.8% 504 $221K
CFO4Life Group, LLC 0.04% New 503 $221K
EdgeRock Capital LLC 0.17% New 502 $220K
Granite Harbor Advisors, Inc. 0.14% Add +0.4% 502 $220K
Family Firm, Inc. 0.05% Add +2.2% 501 $220K
Geneva Partners, LLC 0.09% No change 500 $219K
Villere St Denis J & Co. LLC 0.02% No change 499 $219K
Jmac Enterprises LLC 0.04% No change 499 $219K
Bath Savings Trust Co 0.02% Reduce -15.4% 499 $219K
Fulton Bank, N.A. 0.01% New 498 $219K
Abel Hall, LLC 0.15% Add +12.4% 498 $218K
Steigerwald, Gordon & Koch Inc. 0.03% New 497 $218K
Angeles Investment Advisors, LLC 0.01% Reduce -45.9% 497 $218K
Meyer Handelman Co. 0.01% No change 496 $218K
Gold Investment Management Ltd. 0.09% No change 495 $217K
Cherry Creek Investment Advisors, Inc. 0.11% Reduce -21.1% 495 $217K
Pacific Center for Financial Services 0.06% No change 494 $217K
Onyx Bridge Wealth Group LLC 0.04% Add +0.2% 494 $217K
Fermata Advisors, LLC 0.05% Reduce -37.3% 494 $217K
Stonebrook Private Inc. 0.06% Add +0.8% 488 $214K
Cedrus LLC 0.11% New 488 $214K
Zacks Investment Management 0.00% Reduce -25.7% 485 $213K
Acorn Creek Capital LLC 0.13% Reduce -1.0% 483 $212K
Meridian Wealth Partners, LLC 0.04% Add +5.2% 482 $212K
Quadcap Wealth Management, LLC 0.04% New 480 $211K
Arrow Financial Corp 0.02% Add +74.5% 480 $211K
Anchor Capital Advisors LLC 0.01% No change 480 $211K
Fourpath Capital Management, LLC 0.16% No change 478 $210K
USA Financial Formulas 0.03% New 478 $210K
Addison Capital Co 0.09% Reduce -1.9% 476 $209K
Kovack Advisors, Inc. 0.02% Reduce -22.4% 475 $208K
Lountzis Asset Management, LLC 0.10% No change 475 $208K
Eclectic Associates Inc. 0.09% Reduce -21.9% 475 $208K
First Western Trust Bank 0.01% Add +0.2% 475 $208K
Obsidian Personal Planning Solutions LLC 0.13% No change 474 $208K
Xcel Wealth Management, LLC 0.07% No change 474 $208K
Schrum Private Wealth Management LLC 0.19% No change 472 $207K
Exchange Bank 0.18% Reduce -1.9% 470 $206K
3Chopt Investment Partners, LLC 0.06% New 468 $205K
First Financial Bank - Trust Division 0.02% Reduce -2.5% 467 $205K
Hilltop Holdings Inc. 0.02% Reduce -7.0% 467 $205K
Tilia Fiduciary Partners, Inc. 0.16% No change 467 $205K
Symphony Financial, Ltd. Co. 0.04% Reduce -3.3% 465 $205K
Lloyd Advisory Services, LLC. 0.10% New 466 $205K
PBMares Wealth Management LLC 0.05% Add +1.3% 466 $204K
Dogwood Wealth Management LLC 0.13% Add +98.7% 465 $204K
Pine Harbor Wealth Management, LLC 0.12% No change 463 $203K
1858 Wealth Management, LLC 0.17% Reduce -9.8% 461 $202K
Beacon Capital Management, LLC 0.04% Add +7.0% 459 $201K
Grey Ledge Advisors, LLC 0.05% No change 459 $201K
Mayport, LLC 0.07% No change 459 $201K
Gallagher Fiduciary Advisors, LLC 0.04% New 457 $201K
Washington Trust Advisors, Inc. 0.02% Reduce -17.9% 457 $201K
Capital Advisors, Ltd. LLC 0.03% Add +5.7% 445 $195K
Opal Wealth Advisors, LLC 0.06% Reduce -5.9% 444 $195K
LRI Investments, LLC 0.02% Add +23.2% 436 $192K
ICA Group Wealth Management, LLC 0.11% Reduce -53.9% 431 $189K
Creative Financial Designs Inc. 0.02% Add +22.6% 429 $188K
Versant Capital Management, Inc 0.05% Add +47.1% 428 $188K
Cetera Trust Company, N.A 0.12% No change 426 $187K
Sunbelt Securities, Inc. 0.02% Reduce -6.5% 417 $183K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Reduce -40.7% 415 $182K
Tompkins Financial Corp. 0.02% No change 402 $176K
MV Capital Management, Inc. 0.02% Add +2.8% 398 $175K
Oakworth Capital, Inc. 0.01% Add +110.6% 398 $175K
Zions Bancorporation, N.A. 0.01% Reduce -60.9% 395 $173K
Sugarloaf Wealth Management, LLC 0.03% Add +0.3% 373 $164K
Grove Bank & Trust 0.02% No change 353 $155K
West Paces Advisors Inc. 0.04% Reduce -5.9% 349 $153K
Valley National Advisers Inc. 0.02% Add +0.9% 339 $148K
SOA Wealth Advisors, LLC. 0.03% No change 334 $147K
Private Wealth Management Group, LLC 0.06% No change 333 $146K
Central Bank & Trust Co. 0.02% Reduce -0.6% 333 $146K
Blume Capital Management, Inc. 0.04% No change 330 $145K
Global Financial Private Client, LLC 0.06% No change 319 $140K
Paladin Advisory Group, LLC 0.11% No change 326 $140K
Mendota Financial Group, LLC 0.07% No change 318 $140K
Larson Financial Group LLC 0.01% Reduce -39.8% 316 $138K
Piscataqua Savings Bank 0.12% Reduce -2.2% 313 $137K
Householder Group Estate & Retirement Specialist, LLC 0.04% Reduce -1.6% 312 $137K
Hall Laurie J Trustee 0.05% No change 300 $132K
S.A. Mason LLC 0.07% Add +17.6% 294 $129K
Paradigm Asset Management Co. LLC 0.04% No change 288 $126K
Evermay Wealth Management LLC 0.02% No change 286 $126K
Western Pacific Wealth Management, LP 0.09% Reduce -5.6% 269 $118K
Meeder Asset Management Inc. 0.01% Reduce -66.9% 264 $116K
Arlington Trust Co LLC 0.03% No change 257 $113K
Indiana Trust & Investment Management Co 0.04% No change 250 $110K
Knuff & Co LLC 0.04% No change 250 $110K
Old Second National Bank of Aurora 0.03% No change 250 $110K
Security National Bank 0.02% No change 250 $110K
Monetary Management Group Inc. 0.03% Add +150.0% 250 $110K
Rise Advisors, LLC 0.06% Add +0.4% 239 $105K
Capula Management Ltd 0.00% New 237 $104K
Tanglewood Legacy Advisors, LLC 0.05% No change 230 $101K
Millburn Ridgefield LLC 0.00% Add +4.1% 230 $101K
Citizens National Bank Trust Department 0.02% No change 226 $99K
Operose Advisors LLC 0.03% No change 222 $97K
Carolinas Wealth Consulting LLC 0.02% Reduce -31.9% 220 $96K
Tortoise Investment Management, LLC 0.01% Reduce -4.0% 213 $93K
Harbor Investment Advisory, LLC 0.01% Add +100.0% 210 $92K
Centerpoint Advisors, LLC 0.03% No change 210 $92K
Bank of New Hampshire 0.02% No change 204 $90K
William B. Walkup & Associates, Inc. 0.06% — 200 $88K
Carmichael Hill & Associates, Inc. 0.04% New 200 $88K
WASHINGTON TRUST Co 0.00% Add +8.8% 197 $86K
Financial Perspectives, Inc 0.03% No change 193 $85K
Empirical Asset Management, LLC 0.03% Add +1425.6% 15,149 $83K
Mfa Wealth Advisors, LLC 0.02% New 183 $80K
Frazier Financial Advisors, LLC 0.06% Reduce -1.1% 183 $80K
FinTrust Capital Advisors, LLC 0.01% Add +13.1% 181 $79K
Atwood & Palmer Inc. 0.01% Reduce -25.9% 177 $78K
Ogorek Anthony Joseph /NY/ 0.03% No change 174 $76K
MCF Advisors LLC 0.01% Add +74.8% 173 $76K
Bell Investment Advisors, Inc 0.01% Reduce -0.6% 171 $75K
Salomon & Ludwin, LLC 0.01% Reduce -27.6% 168 $74K
Covestor Ltd 0.05% Reduce -0.6% 166 $73K
JFS Wealth Advisors, LLC 0.01% Reduce -19.6% 160 $70K
Strengthening Families & Communities, LLC 0.02% Add +4.1% 151 $66K
GFS Advisors, LLC 0.01% New 10,025 $66K
Riggs Asset Managment Co. Inc. 0.02% Reduce -7.4% 150 $66K
Community Bank, N.A. 0.01% No change 150 $66K
Colonial Trust Advisors 0.01% Add +12.4% 145 $64K
Industrial Alliance Investment Management Inc. 0.04% New 144 $63K
Fortitude Family Office, LLC 0.04% No change 143 $63K
Legacy Bridge, LLC 0.04% No change 139 $61K
Montag A & Associates Inc. 0.00% Add +130.0% 138 $61K
Register Financial Advisors LLC 0.03% No change 134 $59K
Redwood Wealth Management Group, LLC 0.04% New 133 $58K
Armstrong Advisory Group, Inc. 0.01% No change 133 $58K
Hexagon Capital Partners LLC 0.01% Reduce -6.4% 132 $58K
Bay Harbor Wealth Management, LLC 0.02% Reduce -0.8% 131 $57K
Optimum Investment Advisors 0.03% No change 130 $57K
Eagle Bay Advisors LLC 0.03% Add +8.6% 126 $55K
Trifecta Capital Advisors, LLC 0.01% Add +552.6% 124 $54K
SWS Partners 0.02% New 123 $54K
Front Row Advisors LLC 0.02% No change 123 $54K
DT Investment Partners, LLC 0.00% No change 123 $54K
SJS Investment Consulting Inc. 0.01% No change 120 $53K
Bellevue Asset Management, LLC 0.03% No change 119 $52K
Rational Advisors, Inc. 0.01% Reduce -49.4% 119 $52K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 117 $51K
REAP Financial Group, LLC 0.01% Reduce -13.4% 116 $51K
DSM Capital Partners LLC 0.00% No change 113 $50K
RFP Financial Group LLC 0.02% Reduce -15.3% 111 $49K
Redmont Wealth Advisors LLC 0.08% No change 109 $48K
Sanctuary Wealth Management, L.L.C. 0.04% No change 109 $48K
Hobbs Group Advisors, LLC 0.02% — 107 $47K
Aspect Partners, LLC 0.03% No change 105 $46K
Tucker Asset Management LLC 0.01% No change 104 $46K
Raffa Wealth Management, LLC 0.01% No change 103 $45K
Addison Advisors LLC 0.01% Add +24.4% 102 $45K
Pingora Partners LLC 0.03% No change 102 $45K
Bangor Savings Bank 0.00% Add +62.9% 101 $44K
Mowery & Schoenfeld Wealth Management, LLC 0.06% New 101 $44K
Hazlett, Burt & Watson, Inc. 0.02% Add +133.3% 98 $44K
Silvant Capital Management LLC 0.00% No change 100 $44K
Peoples Financial Services Corp. 0.02% No change 100 $44K
Hoese & Co LLP 0.04% No change 100 $44K
Towne Trust Company, N.A 0.02% No change 95 $42K
J.Safra Asset Management Corp 0.00% New 95 $42K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +1.1% 92 $41K
JNBA Financial Advisors 0.00% No change 92 $40K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +291.3% 90 $39K
Abound Wealth Management 0.01% Reduce -3.4% 85 $37K
Plante Moran Financial Advisors, LLC 0.00% Reduce -9.6% 85 $37K
Glen Eagle Advisors, LLC 0.01% Add +123.7% 85 $37K
TFC Financial Management, Inc. 0.01% Add +1.2% 83 $36K
Cassady Schiller Wealth Management, LLC 0.01% Reduce -23.1% 83 $36K
Manitou Investment Management Ltd. 0.01% No change 82 $36K
NFSG Corp 0.01% Reduce -6.0% 79 $35K
Valued Wealth Advisors LLC 0.02% Add +5.5% 77 $34K
Nemes Rush Group LLC 0.00% Reduce -9.6% 75 $33K
Scarborough Advisors, LLC 0.01% Add +2.8% 74 $32K
Hanson & Doremus Investment Management 0.01% Reduce -45.1% 73 $32K
Knott David M Jr 0.01% New 70 $31K
Annapolis Financial Services, LLC 0.01% No change 69 $30K
Caitlin John, LLC 0.02% Add +1.5% 69 $30K
Laurel Wealth Advisors LLC 0.01% No change 68 $30K
Halpern Financial, Inc. 0.01% Reduce -22.1% 67 $29K
GoalVest Advisory LLC 0.01% Reduce -18.8% 65 $29K
First Pacific Financial 0.01% No change 65 $29K
Summit Securities Group LLC 0.01% New 64 $28K
Criterion Capital Advisors, LLC 0.02% No change 62 $27K
WealthCollab, LLC 0.02% No change 60 $26K
Louisbourg Investments Inc. 0.01% No change 60 $26K
Silicon Valley Capital Partners 0.00% No change 56 $25K
Rakuten Securities, Inc. 0.01% Reduce -28.6% 55 $24K
Walnut Level Capital LLC 0.02% New 54 $24K
First Eagle Investment Management, LLC 0.00% Reduce -99.2% 53 $23K
Fairway Wealth LLC 0.01% New 51 $22K
Legend Financial Advisors, Inc. 0.02% No change 50 $22K
Balefire, LLC 0.01% Reduce -24.2% 50 $22K
Baldwin Wealth Partners LLC 0.00% Reduce -31.5% 50 $22K
CGC Financial Services, LLC 0.01% No change 50 $22K
Perritt Capital Management Inc 0.01% No change 49 $22K
Valley Wealth Managers, Inc. 0.00% New 49 $22K
Wiser Advisor Group LLC 0.03% Add +512.5% 49 $21K
Solstein Capital, LLC 0.01% No change 48 $21K
Tyler-Stone Wealth Management 0.01% No change 48 $21K
PrairieView Partners, LLC 0.00% No change 48 $21K
Provenance Wealth Advisors, LLC 0.00% No change 47 $21K
Altshuler Shaham Ltd 0.00% Reduce -9.6% 47 $21K
Avion Wealth 0.01% Reduce -2.2% 45 $19K
Compass Wealth Management LLC 0.00% No change 42 $18K
Cohen & Steers, Inc. 0.00% Reduce -99.2% 41 $18K
Albion Financial Group 0.00% No change 41 $18K
Johnson Financial Group, Inc. 0.00% Add +21.9% 39 $17K
Clear Point Advisors Inc. 0.01% No change 39 $17K
Luken Investment Analytics, LLC 0.01% No change 39 $17K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 38 $17K
Northwest Bank & Trust Co 0.01% No change 38 $17K
ESL Trust Services, LLC 0.00% New 37 $16K
DiNuzzo Private Wealth, Inc. 0.00% Add +15.6% 37 $16K
Pin Oak Investment Advisors Inc. 0.02% No change 36 $16K
Cape Investment Advisory, Inc. 0.01% Add +84.2% 35 $15K
Red Tortoise LLC 0.01% No change 35 $15K
Private Ocean, LLC 0.00% No change 35 $15K
Capital Analysts, LLC 0.00% Reduce -54.7% 34 $15K
Wetzel Investment Advisors, Inc. 0.01% Reduce -74.2% 32 $15K
Ruedi Wealth Management, Inc. 0.01% Add +135.7% 33 $14K
Cedar Mountain Advisors, LLC 0.00% No change 32 $14K
Coppell Advisory Solutions LLC 0.00% — 32 $14K
Arcadia Investment Management Corp. 0.00% No change 31 $14K
Unique Wealth Strategies, LLC 0.01% New 29 $13K
Financial Network Wealth Advisors LLC 0.01% New 30 $13K
Peoples Bank 0.01% No change 30 $13K
Orion Capital Management LLC 0.01% No change 29 $13K
Birchbrook, Inc. 0.01% No change 28 $12K
Jamison Private Wealth Management, Inc. 0.00% No change 28 $12K
Bogart Wealth, LLC 0.00% No change 28 $12K
Naples Money Management LLC 0.01% No change 27 $12K
Strategic Financial Concepts, LLC 0.01% New 74,403 $11K
Tsfg, LLC 0.00% New 25 $11K
Spire Wealth Management 0.00% No change 26 $11K
FWL Investment Management, LLC 0.01% Add +0.0% 25 $11K
Westside Investment Management, Inc. 0.00% New 24 $11K
Dunhill Financial, LLC 0.01% Reduce -37.1% 22 $10K
HighMark Wealth Management LLC 0.01% Add +16.7% 21 $9K
New Age Alpha Advisors, LLC 0.01% New 21 $9K
Global Trust Asset Management, LLC 0.00% No change 21 $9K
North Star Investment Management Corp. 0.00% No change 21 $9K
Pineridge Advisors LLC 0.00% Add +20.0% 18 $8K
McIlrath & Eck, LLC 0.00% No change 18 $8K
DecisionPoint Financial, LLC 0.00% No change 17 $8K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -30.4% 16 $7K
IAG Wealth Partners, LLC 0.00% No change 16 $7K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 16 $7K
Beaird Harris Wealth Management, LLC 0.00% Add +6.7% 16 $7K
BOK Financial Private Wealth, Inc. 0.00% New 15 $7K
Investors Research Corp 0.00% No change 15 $7K
4Thought Financial Group Inc. 0.00% No change 14 $6K
WR Wealth Planners, LLC 0.00% Add +40.0% 14 $6K
Transamerica Financial Advisors, LLC 0.00% No change 12 $6K
True Wealth Design, LLC 0.00% Add +30.0% 13 $6K
Cherry Tree Wealth Management, LLC 0.00% No change 12 $5K
First Community Trust NA 0.00% No change 11 $5K
Wolff Wiese Magana LLC 0.00% No change 11 $5K
Highline Wealth Partners LLC 0.00% Add +37.5% 11 $5K
Longfellow Investment Management Co. LLC 0.00% No change 10 $4K
First PREMIER Bank 0.00% No change 9 $4K
Elevation Wealth Partners, LLC 0.00% No change 9 $4K
City State Bank 0.00% No change 9 $4K
First United Bank & Trust 0.00% No change 8 $4K
Nvwm, LLC 0.00% Add +33.3% 8 $4K
Horizons Wealth Management 0.00% No change 7 $3K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 7 $3K
Voisard Asset Management Group, Inc. 0.00% No change 6 $3K
Denver PWM, LLC 0.00% New 6 $3K
Iron Horse Wealth Management, LLC 0.00% No change 6 $3K
Morton Brown Family Wealth, LLC 0.00% No change 5 $2K
ClariVest Asset Management LLC 0.00% No change 5 $2K
Lynx Investment Advisory 0.00% — 5 $2K
Kings Path Partners LLC 0.00% — 5 $2K
PSI Advisors, LLC 0.00% No change 4 $2K
Hoey Investments, Inc. 0.00% New 3 $1K
Brown Financial Advisors 0.00% — 3 $1K
Main Street Group, LTD 0.00% Reduce -91.9% 3 $1K
PEAK6 Investments LLC 0.00% No change 2 $925
New Millennium Group LLC 0.00% New 1 $476
Your Advocates Ltd., LLP 0.00% Add +0.0% 1 $450
Castleview Partners, LLC 0.00% No change 1 $439
Breakwater Investment Management 0.00% No change 1 $439

"% of holder's portfolio" is LIN's weight in each manager's 13F, not the share of Linde PLC the manager owns.