McKessonMCK

13F holders, Q2 2024 (June 30)
1,633holders +68
139new positions
75sold out
10famous investors
$583.50avg. 13F price*

At the end of Q2 2024, 1,633 institutions reported holding McKesson Corp. (MCK) in their 13F filings, up 68 from Q1 2024. 139 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($7.0B), BlackRock Inc. ($6.7B) and State Street Corp. ($3.5B). 10 famous investors held it, including Stephen Mandel (2.7% of Lone Pine Capital's portfolio), Ray Dalio (0.8% of Bridgewater Associates's portfolio) and Cliff Asness (0.8% of AQR Capital Management's portfolio).

Company
McKesson Corp.
Sector
Health Care
CUSIP
58155Q103
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,565Q1 2024Q2 2024: 1,633Q2 2024Q3 2024: 1,548Q3 2024Q4 2024: 1,671Q4 2024Q1 2025: 1,756Q1 2025Q2 2025: 1,792Q2 2025Q3 2025: 1,835Q3 2025Q4 2025: 2,004Q4 2025Q1 2026: 2,049Q1 2026Q2 2026: 2,021Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions139$249.9M
Exits75$258.0M

All 13F filers, Q1 2024 → Q2 2024: 5,740,429 shares bought and 5,585,902 shares sold, net +154,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,633 holders

Vanguard Group Inc. 0.13% Reduce -0.5% 11,979,773 $7.0B
BlackRock Inc. 0.15% Add +0.4% 11,471,201 $6.7B
State Street Corp. 0.15% Reduce -4.7% 5,947,024 $3.5B
Massachusetts Financial Services Co. 0.86% Reduce -2.2% 4,804,835 $2.8B
JPMorgan Chase & Co. 0.23% Add +3.0% 4,495,649 $2.6B
Geode Capital Management, LLC 0.13% Add +1.3% 2,626,989 $1.5B
Morgan Stanley 0.12% Add +5.9% 2,572,146 $1.5B
FMR LLC 0.09% Add +10.3% 2,529,816 $1.5B
Franklin Resources Inc. 0.46% Add +3.2% 2,512,736 $1.5B
Norges Bank 0.20% Add +0.9% 2,283,070 $1.3B
Bank of America Corp. 0.09% Add +4.2% 1,686,063 $984.7M
T. Rowe Price Associates Inc. 0.12% Reduce -5.2% 1,684,140 $983.6M
Northern Trust Corp. 0.14% Reduce -0.3% 1,467,621 $857.1M
Arrowstreet Capital, Limited Partnership 0.64% Add +9.4% 1,236,084 $721.9M
Swedbank AB 0.93% Reduce -4.1% 1,195,868 $698.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Add +40.8% 1,165,761 $680.9M
Boston Partners 0.82% Reduce -4.5% 1,130,160 $659.8M
WCM Investment Management, LLC 1.56% Reduce -0.8% 1,109,573 $658.2M
Invesco Ltd. 0.13% Reduce -7.0% 1,081,127 $631.4M
Legal & General Group Plc 0.17% Reduce -2.0% 1,032,666 $603.1M
Bank of New York Mellon Corp 0.11% Reduce -4.7% 1,007,921 $588.7M
AQR Capital Management 0.77% Add +7.9% 857,611 $500.9M
Acadian Asset Management LLC 1.52% Reduce -0.1% 845,628 $493.8M
Charles Schwab Investment Management Inc. 0.09% Add +1.6% 834,480 $487.4M
Goldman Sachs Group Inc. 0.09% Add +7.7% 811,381 $473.9M
Royal Bank of Canada 0.11% Add +11.9% 781,884 $456.7M
Manufacturers Life Insurance Company, The 0.42% Reduce -11.2% 763,502 $445.9M
Nordea Investment Management AB 0.50% Add +1.4% 712,486 $422.0M
TD Asset Management Inc 0.38% Add +4.7% 701,796 $409.9M
Caisse de depot et placement du Quebec 0.98% Add +22.0% 692,740 $404.6M
Nuveen Asset Management, LLC 0.12% Add +8.7% 692,629 $404.5M
Alliancebernstein L.P. 0.12% Reduce -2.5% 607,103 $354.6M
California Public Employees Retirement System 0.25% Reduce -11.2% 581,082 $339.4M
Wellington Management Group LLP 0.06% Reduce -19.7% 573,705 $335.1M
Lone Pine Capital 2.66% No change 560,936 $327.6M
Voya Investment Management LLC 0.36% Reduce -16.0% 547,930 $320.0M
Jacobs Levy Equity Management, Inc. 1.31% Add +7.1% 543,794 $317.6M
LSV Asset Management 0.67% Reduce -22.8% 527,437 $308.0M
Amundi 0.11% Add +2.1% 512,807 $299.1M
Deutsche Bank AG 0.13% Add +3.6% 504,792 $294.8M
Bank of Montreal 0.09% Reduce -28.1% 474,204 $289.5M
SurgoCap Partners LP 16.45% Reduce -2.9% 481,642 $281.3M
Scharf Investments, LLC 8.02% Reduce -5.4% 481,233 $281.1M
UBS Group AG 0.08% Add +5.3% 470,653 $274.9M
Bessemer Group Inc. 0.48% Add +34.5% 469,776 $274.4M
Marshall Wace, LLP 0.37% Reduce -22.7% 440,013 $257.0M
Wells Fargo & Company 0.07% Reduce -0.8% 433,671 $253.3M
Allianz Asset Management GmbH 0.41% Reduce -5.3% 429,706 $251.0M
FIL Ltd 0.24% Add +3.8% 420,006 $245.3M
Mackenzie Financial Corp. 0.36% Add +0.4% 411,353 $240.2M
T. Rowe Price Investment Management, Inc. 0.15% Add +2797.6% 408,908 $238.8M
Dimensional Fund Advisors LP 0.06% Add +5.8% 395,150 $230.8M
Swiss National Bank 0.16% Reduce -2.4% 389,050 $227.2M
Capital International Investors 0.04% Add +7.0% 355,450 $207.6M
Clearbridge Investments, LLC 0.17% Add +3.3% 350,877 $204.9M
Barclays PLC 0.09% Reduce -12.6% 346,307 $202.3M
Robeco Institutional Asset Management B.V. 0.43% Reduce -1.4% 338,576 $197.7M
Ameriprise Financial Inc. 0.05% Add +0.1% 334,836 $195.6M
National Pension Service 0.22% Add +0.1% 328,088 $191.6M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -6.8% 318,482 $186.0M
Skandinaviska Enskilda Banken AB (publ) 0.85% Add +61.9% 304,833 $178.0M
Rhumbline Advisers 0.16% Reduce -3.1% 290,551 $169.7M
Voloridge Investment Management, LLC 0.63% Reduce -22.2% 289,771 $169.2M
Brandes Investment Partners, LP 2.05% Reduce -2.4% 284,470 $166.3M
Principal Financial Group Inc. 0.10% Add +2.3% 281,775 $164.6M
Envestnet Asset Management Inc. 0.06% Reduce -4.2% 281,686 $164.5M
HSBC Holdings PLC 0.10% Add +2.4% 275,077 $161.1M
Russell Investments Group, Ltd. 0.26% Reduce -7.1% 274,591 $160.9M
APG Asset Management N.V. 0.28% Add +14.6% 289,825 $157.9M
Glenview Capital Management, LLC 3.29% Reduce -7.7% 265,717 $155.2M
Canada Pension Plan Investment Board 0.15% Add +6.2% 264,335 $154.4M
KBC Group NV 0.46% Add +99.0% 260,419 $152.1M
Bridgewater Associates 0.78% Reduce -17.4% 257,265 $150.3M
New York State Common Retirement Fund 0.20% Reduce -5.2% 256,631 $149.9M
Janus Henderson Group PLC 0.08% Add +1212.1% 253,321 $148.0M
Corient Private Wealth LP 0.26% Reduce -0.5% 250,381 $146.2M
Fred Alger Management, LLC 0.69% Add +5.3% 242,262 $141.5M
DekaBank Deutsche Girozentrale 0.25% Add +2.2% 228,621 $136.3M
California State Teachers Retirement System 0.16% Add +0.8% 220,760 $128.9M
American Century Companies Inc. 0.08% Add +134.6% 220,619 $128.9M
Man Group plc 0.35% Add +99.0% 219,118 $128.0M
Two Sigma Investments, LP 0.31% Add +146.3% 218,426 $127.6M
Panagora Asset Management Inc. 0.63% Add +20.3% 215,718 $126.0M
Prudential Financial Inc. 0.18% Add +79.7% 208,523 $121.8M
Aberdeen Group plc 0.22% Add +0.4% 199,240 $116.4M
CANADA LIFE ASSURANCE Co 0.21% Add +5.6% 190,355 $111.3M
Natixis Advisors, LLC 0.24% Reduce -1.4% 188,479 $110.1M
Storebrand Asset Management As 0.36% Add +15.1% 187,802 $109.7M
Sei Investments Co. 0.15% Add +6.1% 180,886 $105.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +10.3% 174,815 $102.1M
Bristol Gate Capital Partners Inc. 5.03% Reduce -4.2% 173,952 $101.6M
Nomura Asset Management Co. Ltd. 0.34% Add +168.1% 169,556 $99.0M
TCW Group Inc. 0.88% Add +16.7% 168,729 $98.5M
Wealth Enhancement Advisory Services, LLC 0.23% Reduce -7.7% 168,025 $98.1M
Raymond James & Associates 0.06% Add +4.4% 164,559 $96.1M
Adage Capital Partners Gp, L.L.C. 0.18% Reduce -12.3% 162,337 $94.8M
Squarepoint Ops LLC 0.36% Add +68.2% 161,950 $94.6M
Jane Street Group, LLC 0.10% Add +198.2% 160,949 $94.0M
Railway Pension Investments Ltd 1.12% Reduce -5.2% 160,322 $93.6M
Artemis Investment Management LLP 1.25% Reduce -18.9% 159,411 $93.1M
BNP Paribas Financial Markets 0.10% Reduce -11.9% 158,461 $92.5M
Ninety One UK Ltd 0.25% Reduce -6.5% 157,024 $91.7M
Commerce Bank 0.58% Reduce -15.3% 153,761 $89.8M
Two Sigma Advisers, LP 0.19% Add +20985.7% 147,600 $86.2M
D. E. Shaw & Co. 0.13% Add +56.4% 144,654 $84.5M
Victory Capital Management Inc. 0.08% Reduce -10.8% 142,453 $83.2M
Viking Global Investors 0.32% Reduce -75.9% 142,169 $83.0M
Haverford Trust Co 0.87% Reduce -0.5% 141,055 $82.4M
STRS Ohio 0.32% Add +5.2% 137,799 $80.5M
Allspring Global Investments Holdings, LLC 0.13% Add +51.0% 136,770 $79.9M
Anchor Capital Advisors LLC 2.23% Reduce -22.4% 136,021 $79.4M
LPL Financial LLC 0.04% Add +12.6% 135,732 $79.3M
Macquarie Group Ltd. 0.09% Add +0.2% 134,904 $78.8M
Zurich Insurance Group Ltd 0.67% Add +38.5% 133,141 $77.8M
Polar Capital Holdings Plc 0.46% Reduce -17.2% 131,381 $76.7M
State Board of Administration of Florida Retirement System 0.15% Reduce -17.1% 128,449 $75.0M
Mitsubishi UFJ Trust & Banking Corp 0.18% Add +1.2% 128,011 $74.8M
Millennium Management 0.06% Reduce -81.2% 127,014 $74.2M
Aviva PLC 0.21% Add +17.9% 126,508 $73.9M
New York State Teachers Retirement System 0.15% Reduce -6.6% 123,087 $71.9M
Schroder Investment Management Group 0.08% Add +12.1% 117,429 $68.6M
Korea Investment CORP 0.17% Reduce -15.7% 115,815 $67.6M
Kensico Capital Management Corp. 2.11% New 115,400 $67.4M
Jupiter Asset Management Ltd. 0.64% Add +39.1% 115,162 $67.3M
Pictet Asset Management Holding SA 0.08% Add +0.7% 114,363 $66.8M
Teacher Retirement System of Texas 0.38% Add +76.3% 114,163 $66.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% Reduce -9.4% 113,626 $66.4M
Meyer Handelman Co. 2.32% Reduce -0.1% 112,597 $65.8M
Ensign Peak Advisors, Inc 0.12% Reduce -0.6% 111,076 $64.9M
CIBC Asset Management Inc 0.22% Reduce -3.0% 106,867 $62.4M
Tredje AP-fonden 0.59% Add +5.8% 104,969 $61.3M
Brandywine Global Investment Management, LLC 0.46% Add +3.8% 104,665 $61.1M
Citigroup Inc. 0.06% Add +0.8% 100,965 $59.0M
Main Street Research LLC 3.85% Reduce -0.1% 99,950 $58.4M
Federated Hermes, Inc. 0.14% Reduce -4.0% 98,872 $57.7M
Signature Estate & Investment Advisors LLC 1.44% Reduce -3.4% 98,439 $57.5M
PFM Health Sciences, LP 3.18% No change 97,498 $56.9M
Truist Financial Corp. 0.09% Reduce -7.1% 96,716 $56.5M
Qube Research & Technologies Ltd 0.10% Reduce -52.3% 92,740 $54.2M
Iron Triangle Partners LP 5.64% Add +146.2% 92,125 $53.8M
US Bancorp \de 0.07% Reduce -0.5% 91,930 $53.7M
Castle Hook Partners LP 1.81% Reduce -24.6% 89,561 $52.3M
Bowen Hanes & Co. Inc. 1.44% Add +1.9% 89,105 $52.0M
National Bank of Canada 0.08% Reduce -34.1% 88,651 $52.0M
Becker Capital Management Inc. 1.77% Reduce -10.8% 88,134 $51.5M
Danske Bank A/S 0.19% Add +10.2% 87,537 $51.1M
Lord, Abbett & Co. LLC 0.17% Add +5.1% 87,328 $51.0M
Citadel Advisors 0.05% Reduce -66.5% 87,279 $51.0M
Candriam S.C.A. 0.31% Reduce -23.1% 86,934 $50.8M
Clark Capital Management Group, Inc. 0.36% Add +0.1% 84,742 $49.5M
PNC Financial Services Group, Inc. 0.03% Reduce -1.0% 83,239 $48.6M
State of Wisconsin Investment Board 0.13% Add +0.6% 82,456 $48.2M
Holocene Advisors, LP 0.20% Reduce -35.5% 80,429 $47.0M
Public Employees Retirement System of Ohio 0.18% Reduce -8.4% 80,195 $46.8M
Neuberger Berman Group LLC 0.04% Add +2.0% 80,045 $46.7M
Employees Retirement System of Texas 0.51% No change 80,000 $46.7M
Great Lakes Advisors, LLC 0.41% Add +3.4% 79,894 $46.7M
Vontobel Holding Ltd. 0.15% Reduce -8.4% 77,546 $45.3M
HRT Financial LP 0.25% Add +187.0% 75,150 $43.9M
Commonwealth Equity Services, LLC 0.07% Add +11.4% 72,799 $42.5M
Cercano Management LLC 1.13% Add +27.3% 72,335 $42.2M
1832 Asset Management L.P. 0.08% Add +37900.0% 72,200 $42.2M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -2.5% 71,452 $41.7M
Bank of Nova Scotia 0.08% Add +12.5% 69,089 $40.4M
Calamos Advisors LLC 0.28% Reduce -1.2% 67,823 $39.6M
AXA S.A. 0.12% Reduce -0.6% 67,681 $39.5M
Pzena Investment Management LLC 0.14% Reduce -31.5% 67,079 $39.2M
Mariner, LLC 0.07% Add +3.1% 65,987 $38.5M
Cornerstone Investment Partners, LLC 1.90% Reduce -1.4% 65,790 $38.4M
Mercer Global Advisors Inc. 0.10% Add +16.5% 65,412 $38.2M
Unigestion Holding SA 2.09% Add +68.9% 82,050 $38.0M
Intech Investment Management LLC 0.47% Add +67.0% 64,353 $37.6M
Magnetar Financial LLC 0.90% Reduce -38.1% 64,269 $37.5M
APG Asset Management US Inc. 0.21% Add +2.1% 63,727 $37.4M
Burney Co./ 1.41% Reduce -1.4% 63,316 $37.0M
Asset Management One Co., Ltd. 0.14% Reduce -0.7% 62,688 $36.6M
Van Eck Associates Corp. 0.05% Reduce -3.1% 62,627 $36.6M
Creative Planning 0.04% Add +1.8% 62,512 $36.5M
Treasurer of the State of North Carolina 0.15% Reduce -5.6% 61,565 $36.0M
Martingale Asset Management L P 0.78% Reduce -13.7% 61,427 $35.9M
Zuckerman Investment Group, LLC 4.07% Add +0.1% 60,303 $35.2M
Susquehanna International Group, LLP 0.06% Reduce -0.6% 59,837 $34.9M
Wedge Capital Management L L P 0.61% Reduce -21.0% 59,259 $34.6M
Royal London Asset Management Ltd. 0.09% Add +0.4% 59,175 $34.6M
Renaissance Group LLC 1.35% Reduce -8.0% 59,056 $34.5M
Focus Partners Wealth 0.12% Add +2.6% 58,903 $34.4M
First Trust Advisors LP 0.04% Add +58.7% 58,795 $34.3M
Braun Stacey Associates Inc. 1.32% Reduce -2.3% 58,146 $34.0M
O'shaughnessy Asset Management, LLC 0.35% Reduce -6.3% 57,964 $33.9M
Resona Asset Management Co.,Ltd. 0.20% Add +6.1% 56,837 $33.2M
Pinebridge Investments, L.P. 0.27% Reduce -12.6% 56,510 $33.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +7.8% 56,248 $32.9M
Daiichi Life Insurance Co., Ltd. 0.79% Add +10.4% 55,492 $32.4M
Horiko Capital Management LLC 9.13% Reduce -0.6% 54,774 $32.1M
Applied Finance Capital Management, LLC 1.46% Add +21.0% 53,918 $31.5M
Morningstar Investment Services LLC 0.34% Add +0.4% 52,655 $31.2M
QRG Capital Management, Inc. 0.37% Add +3.2% 53,086 $31.0M
Mn Services Vermogensbeheer B.V. 0.22% Reduce -1.5% 53,000 $31.0M
Lido Advisors, LLC 0.25% Add +16.6% 52,316 $30.6M
Teachers Retirement System of the State of Kentucky 0.27% Add +1.8% 51,049 $29.8M
Janney Montgomery Scott LLC 0.09% Add +0.4% 50,354 $29.4M
Handelsbanken Fonder AB 0.13% Reduce -0.8% 50,221 $29.3M
Private Wealth Partners, LLC 2.17% Reduce -0.3% 49,459 $28.9M
Payden & Rygel Investment Group 2.32% Add +14.9% 49,200 $28.7M
Payden & Rygel 2.32% Add +14.9% 49,200 $28.7M
Investment Management Associates Inc. 9.87% Reduce -1.6% 49,103 $28.7M
Smith Group Asset Management, LLC 2.54% Reduce -27.8% 48,952 $28.6M
State of New Jersey Common Pension Fund D 0.12% Reduce -36.5% 48,447 $28.3M
State of Tennessee, Department of Treasury 0.10% Reduce -18.9% 48,133 $28.1M
Marex Group Ltd 0.74% Add +260.1% 47,112 $27.5M
Vestor Capital, LLC 2.19% Add +57.3% 46,486 $27.1M
8 Knots Management, LLC 2.62% No change 46,458 $27.1M
Bellevue Group AG 0.44% Add +412.9% 46,142 $26.9M
Nisa Investment Advisors, LLC 0.17% Reduce -26.8% 45,384 $26.5M
Stifel Financial Corp. 0.03% Add +8.9% 45,430 $26.5M
Raymond James Financial Services Advisors, Inc. 0.04% Add +22.9% 44,994 $26.3M
Aquatic Capital Management LLC 0.96% Add +16.6% 44,320 $25.9M
CI Investments Inc. 0.10% Add +6.8% 44,120 $25.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.29% — 43,853 $25.6M
Clifford Swan Investment Counsel LLC 0.94% Reduce -1.4% 43,007 $25.1M
Segall Bryant & Hamill, LLC 0.44% Add +4.2% 42,961 $25.1M
Eagle Asset Management Inc. 0.13% Add +5.4% 41,334 $24.2M
Achmea Investment Management B.V. 0.43% Add +1.7% 41,453 $24.2M
Todd Asset Management LLC 0.50% Add +3.0% 41,419 $24.2M
Stanley Capital Management, LLC 4.92% No change 41,200 $24.1M
Cerity Partners LLC 0.07% Reduce -13.9% 41,097 $24.0M
Cambridge Investment Research Advisors, Inc. 0.09% Add +77.3% 40,136 $23.4M
PGGM Investments 0.33% Reduce -0.3% 39,991 $23.4M
Forsta Ap-Fonden 0.21% Reduce -10.7% 39,947 $23.3M
Atalanta Sosnoff Capital, LLC 0.53% Add +8043.9% 39,905 $23.3M
Toronto Dominion Bank 0.04% Reduce -37.1% 39,242 $22.9M
Zacks Investment Management 0.26% Add +3.8% 39,126 $22.9M
Thompson Siegel & Walmsley LLC 0.36% Reduce -2.1% 38,672 $22.6M
Muhlenkamp & Co. Inc. 7.04% Reduce -0.1% 38,636 $22.6M
Arizona State Retirement System 0.15% Reduce -0.2% 38,097 $22.3M
Comerica Bank 0.09% Reduce -4.1% 37,821 $22.1M
MetLife Investment Management, LLC 0.13% Add +13.4% 37,324 $21.8M
M&T Bank Corp 0.07% Reduce -5.1% 37,304 $21.8M
Florida Trust Wealth Management Co 0.74% Reduce -0.6% 37,078 $21.7M
Capital Fund Management S.A. 0.25% Add +0.3% 37,065 $21.6M
HighTower Advisors, LLC 0.03% Add +16.4% 36,205 $21.2M
Cetera Investment Advisers 0.05% Reduce -2.6% 36,239 $21.2M
Captrust Financial Advisors 0.07% Add +5.8% 36,041 $21.0M
Mediolanum International Funds Ltd 0.34% Add +70.1% 37,956 $21.0M
Scotia Capital Inc. 0.12% Add +8.2% 35,943 $21.0M
Distillate Capital Partners LLC 1.10% — 35,740 $20.9M
Baird Financial Group, Inc. 0.04% Add +2.4% 35,562 $20.8M
Ilmarinen Mutual Pension Insurance Co 0.24% No change 35,328 $20.6M
Capitolis Liquid Global Markets LLC 0.25% No change 35,000 $20.4M
Corebridge Financial, Inc. 0.11% — 34,826 $20.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.21% Add +0.8% 34,114 $19.9M
Northwest & Ethical Investments L.P. 0.57% Add +2.3% 34,025 $19.9M
Steigerwald, Gordon & Koch Inc. 2.39% Add +53.9% 33,804 $19.7M
Varma Mutual Pension Insurance Co 0.16% Reduce -0.1% 33,753 $19.7M
Andra AP-fonden 0.32% Reduce -45.2% 32,100 $18.7M
Suncoast Equity Management 2.05% Add +0.7% 31,766 $18.6M
Alaska Permanent Fund Corp 0.27% Add +9.3% 29,751 $18.4M
Segment Wealth Management, LLC 1.34% Add +0.8% 31,195 $18.2M
DNB Asset Management AS 0.09% Add +1.6% 31,132 $18.2M
UMB Bank, n.a. 0.30% Reduce -2.3% 30,985 $18.1M
MML Investors Services, LLC 0.07% Reduce -9.3% 30,533 $17.8M
Generate Investment Management Ltd 1.28% Reduce -15.8% 30,146 $17.6M
Rhenman & Partners Asset Management AB 1.68% Reduce -31.8% 30,000 $17.5M
Firetrail Investments PTY Ltd. 5.30% Add +113.7% 29,909 $17.5M
Osaic Holdings, Inc. 0.04% Reduce -3.8% 29,456 $17.2M
Dana Investment Advisors, Inc. 0.58% Reduce -6.6% 29,149 $17.0M
DE Burlo Group Inc. 2.29% Add +43.5% 29,135 $17.0M
Schwerin Boyle Capital Management Inc. 1.78% No change 29,020 $16.9M
TD Waterhouse Canada Inc. 0.15% Add +39.0% 28,531 $16.8M
Retirement Systems of Alabama 0.06% Reduce -1.1% 28,674 $16.7M
Tobam 2.62% Reduce -49.8% 28,654 $16.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -1.0% 28,552 $16.7M
Rockefeller Capital Management L.P. 0.05% Reduce -3.7% 27,833 $16.2M
Badgley Phelps Wealth Managers, LLC 0.40% Add +3.1% 27,633 $16.2M
ING Groep NV 0.10% Reduce -64.6% 27,591 $16.1M
Amalgamated Bank 0.14% Reduce -2.8% 27,131 $15.8M
SG Americas Securities, LLC 0.10% Reduce -59.0% 27,077 $15.8M
Group One Trading LLC 0.50% Add +31.1% 27,039 $15.8M
Xponance LLC 0.16% Add +15.6% 26,637 $15.6M
Federation des caisses Desjardins du Quebec 0.08% Add +31.5% 26,400 $15.4M
IFM Investors Pty Ltd 0.16% Reduce -0.6% 26,345 $15.4M
Pathstone Holdings, LLC 0.07% Add +0.5% 26,100 $15.2M
Contravisory Investment Management, Inc. 3.36% Reduce -9.7% 26,008 $15.2M
Aptus Capital Advisors, LLC 0.29% Add +25.6% 25,813 $15.1M
USS Investment Management Ltd 0.12% Add +1.9% 25,221 $14.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +57.9% 25,170 $14.7M
Cibc World Market Inc. 0.04% Add +19.8% 25,143 $14.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.44% Add +10.6% 25,087 $14.7M
Susquehanna Portfolio Strategies, LLC 0.60% Reduce -66.4% 24,982 $14.6M
Czech National Bank 0.17% Add +7.1% 24,771 $14.5M
Trexquant Investment LP 0.22% Add +3859.0% 24,546 $14.3M
Worldquant Millennium Advisors LLC 0.13% New 24,506 $14.3M
Compagnie Lombard Odier SCmA 0.24% Reduce -4.0% 24,305 $14.2M
Oak Associates Ltd. 0.93% Reduce -0.6% 23,997 $14.0M
First Horizon Advisors, Inc. 0.42% Reduce -4.5% 23,430 $13.7M
Swiss Life Asset Management Ltd 0.16% Add +15.4% 23,325 $13.6M
Point72 Europe (London) LLP 1.14% Reduce -7.3% 23,190 $13.5M
Bleakley Financial Group, LLC 0.39% Reduce -0.5% 22,973 $13.4M
Simplicity Wealth,LLC 0.30% Reduce -0.4% 22,972 $13.4M
Yousif Capital Management, LLC 0.15% Reduce -2.1% 22,959 $13.4M
Inlet Private Wealth, LLC 3.61% Reduce -0.1% 22,610 $13.2M
Assenagon Asset Management S.A. 0.03% Reduce -88.4% 22,209 $13.0M
Culbertson A N & Co. Inc. 2.21% Reduce -2.8% 21,694 $12.7M
Utah Retirement Systems 0.15% Reduce -6.0% 21,678 $12.7M
Evercore Wealth Management, LLC 0.20% Reduce -1.6% 21,368 $12.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 21,365 $12.5M
Kestra Advisory Services, LLC 0.07% Add +296.4% 21,265 $12.4M
Sanctuary Advisors, LLC 0.09% — 22,697 $12.3M
Heritage Investors Management Corp. 0.43% Reduce -2.6% 20,916 $12.2M
Quantbot Technologies LP 0.59% Add +255.7% 20,747 $12.1M
Gotham Asset Management 0.16% Add +15.8% 20,691 $12.1M
Transform Wealth, LLC 0.90% Add +3.3% 20,478 $12.0M
Mutual of America Capital Management LLC 0.13% Add +0.3% 20,394 $11.9M
Crossmark Global Holdings, Inc. 0.23% Add +5.9% 20,309 $11.9M
Bornite Capital Management LP 1.92% Reduce -50.0% 20,000 $11.7M
Integral Health Asset Management, LLC 1.16% New 20,000 $11.7M
Foster & Motley Inc. 0.80% Reduce -3.8% 19,962 $11.7M
Knollwood Investment Advisory, LLC 1.28% Add +822.8% 19,747 $11.5M
ProShare Advisors LLC 0.03% Reduce -6.3% 19,679 $11.5M
EP Wealth Advisors, LLC 0.12% Reduce -0.1% 19,454 $11.4M
Lazard Asset Management LLC 0.02% Reduce -24.8% 19,356 $11.3M
M&G PLC 0.08% New 19,201 $11.2M
Thrivent Financial for Lutherans 0.02% Add +5.5% 19,036 $11.1M
Orion Porfolio Solutions, LLC 0.12% Reduce -6.9% 19,033 $11.1M
Orion Portfolio Solutions, LLC 0.12% Reduce -6.9% 19,033 $11.1M
Quantinno Capital Management LP 0.20% Add +14.5% 18,887 $11.0M
State of Alaska, Department of Revenue 0.12% Reduce -0.7% 18,786 $11.0M
Park National Corp. 0.40% Add +20.6% 18,671 $10.9M
Twinbeech Capital LP 0.21% New 18,595 $10.9M
Heron Bay Capital Management 2.31% Add +0.6% 18,541 $10.8M
Public Employees Retirement Association of Colorado 0.04% Reduce -4.7% 18,340 $10.7M
Patton Albertson Miller Group, LLC 1.52% Add +2.2% 18,291 $10.7M
Summit Global Investments 0.76% Reduce -6.8% 18,171 $10.6M
Jump Financial, LLC 0.22% Add +76.2% 18,011 $10.5M
Sivik Global Healthcare LLC 4.69% Add +24.1% 18,000 $10.5M
Leuthold Group, LLC 1.21% Reduce -0.9% 17,907 $10.5M
New York Life Investment Management LLC 0.10% Reduce -0.5% 17,868 $10.4M
GHP Investment Advisors, Inc. 0.51% Reduce -2.4% 17,438 $10.2M
Daiwa Securities Group Inc. 0.05% Add +25.9% 17,244 $10.1M
Advisors Capital Management, LLC 0.18% Reduce -1.0% 17,238 $10.1M
Cibc World Markets Corp. 0.06% Add +27.0% 16,820 $9.8M
Premier Fund Managers Ltd 0.39% New 16,480 $9.8M
Hennion & Walsh Asset Management, Inc. 0.49% Reduce -13.1% 16,418 $9.6M
Nissay Asset Management Corp. /Japan 0.06% Add +0.9% 16,396 $9.6M
Legacy Private Trust Co. 0.67% Reduce -1.6% 16,210 $9.5M
Foundations Investment Advisors, LLC 0.23% Add +27.6% 16,167 $9.4M
AustralianSuper Pty Ltd 0.05% Add +320.7% 16,095 $9.4M
Martin & Co. Inc. 2.36% Reduce -0.5% 16,043 $9.4M
Spire Wealth Management 0.33% Reduce -0.2% 16,062 $9.4M
Atria Investments, Inc 0.12% Reduce -5.4% 15,838 $9.2M
United Asset Strategies, Inc. 0.91% Reduce -21.5% 15,788 $9.2M
Toth Financial Advisory Corp. 1.17% Reduce -8.5% 15,696 $9.2M
Cinctive Capital Management LP 0.49% New 15,668 $9.2M
Gabelli Funds LLC 0.07% Reduce -18.4% 15,500 $9.1M
Wealthfront Advisers LLC 0.03% Add +5.2% 15,478 $9.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +3.6% 15,433 $9.0M
NewEdge Advisors, LLC 0.07% Add +8.6% 15,428 $9.0M
Savant Capital, LLC 0.09% Add +53.6% 15,222 $8.9M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -11.7% 15,081 $8.8M
Vanguard Personalized Indexing Management, LLC 0.17% Add +12.2% 15,222 $8.7M
Chicago Capital, LLC 0.26% Reduce -0.8% 14,945 $8.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +91.9% 14,926 $8.7M
BI Asset Management Fondsmaeglerselskab A/S 0.14% Add +179.0% 14,899 $8.7M
Whittier Trust Co. 0.12% Reduce -0.1% 14,858 $8.7M
Burton Enright Welch 1.98% No change 14,719 $8.6M
Prudential PLC 0.06% Add +0.3% 14,704 $8.6M
Peachtree Investment Partners, LLC 3.37% Add +3.9% 14,702 $8.6M
Blair William & Co. 0.03% Reduce -30.3% 14,588 $8.5M
Pacer Advisors, Inc. 0.02% Reduce -0.0% 14,521 $8.5M
Haverford Financial Services, Inc. 2.52% Reduce -0.4% 14,384 $8.4M
King Luther Capital Management Corp. 0.04% Add +1279.3% 14,359 $8.4M
Kornitzer Capital Management Inc. 0.16% Add +0.2% 14,325 $8.4M
Advisory Services Network, LLC 0.17% Reduce -13.0% 14,266 $8.3M
Ritholtz Wealth Management 0.27% Reduce -1.0% 14,218 $8.3M
Rafferty Asset Management, LLC 0.03% Add +4.3% 14,143 $8.3M
UniSuper Management Pty Ltd 0.07% Add +290.1% 13,936 $8.1M
ProVise Management Group, LLC 0.68% Add +1.4% 13,705 $8.0M
Glenmede Trust Co. NA 0.04% Reduce -57.0% 13,633 $8.0M
Freestone Capital Holdings, LLC 0.29% Add +0.8% 13,608 $7.9M
Beacon Pointe Advisors, LLC 0.09% Reduce -1.5% 13,595 $7.9M
Illinois Municipal Retirement Fund 0.12% No change 13,594 $7.9M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +21.1% 13,545 $7.9M
McKinley Carter Wealth Services, Inc. 0.50% Add +9.7% 13,439 $7.8M
Empowered Funds, LLC 0.14% Reduce -33.4% 13,403 $7.8M
Walleye Capital LLC 0.09% Add +1026.8% 13,397 $7.8M
Greystone Financial Group, LLC 1.53% Reduce -2.9% 13,352 $7.8M
BNP Paribas 0.39% Add +249.3% 13,095 $7.8M
Edgestream Partners, L.P. 0.36% Reduce -34.5% 12,951 $7.6M
Argyle Capital Management, LLC 3.07% Reduce -8.1% 12,759 $7.5M
Richard Bernstein Advisors LLC 0.16% No change 12,537 $7.3M
Cresset Asset Management, LLC 0.03% Add +11.9% 12,337 $7.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +16.0% 12,219 $7.1M
Ancora Advisors LLC 0.18% Reduce -1.7% 12,172 $7.1M
Raymond James Trust N.A. 0.17% Add +15.3% 12,170 $7.1M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -1.0% 12,085 $7.1M
MTM Investment Management, LLC 2.87% No change 11,997 $7.0M
Bremer Bank National Association 1.37% Reduce -5.6% 11,992 $7.0M
Schonfeld Strategic Advisors LLC 0.05% Add +1333.8% 11,915 $7.0M
Elo Mutual Pension Insurance Co 0.16% Reduce -2.8% 11,818 $6.9M
Wells Trecaso Financial Group, LLC 2.37% Reduce -0.2% 11,735 $6.9M
Dorsey Wright & Associates 1.77% Add +0.2% 11,709 $6.8M
Goelzer Investment Management, Inc. 0.38% Reduce -0.6% 11,646 $6.8M
Quadrature Capital Ltd 0.11% New 11,642 $6.8M
Ballentine Partners, LLC 0.13% Add +3.0% 11,596 $6.8M
ClariVest Asset Management LLC 0.69% Reduce -1.2% 11,518 $6.7M
Private Advisor Group, LLC 0.04% Add +4.2% 11,467 $6.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -69.9% 11,259 $6.7M
Guggenheim Capital LLC 0.05% Reduce -18.4% 11,371 $6.6M
Engineers Gate Manager LP 0.15% Add +61.3% 11,243 $6.6M
Oregon Public Employees Retirement Fund 0.13% No change 11,203 $6.5M
Gulf International Bank (UK) Ltd 0.16% Reduce -0.1% 11,180 $6.5M
Advisors Asset Management, Inc. 0.13% Add +9.0% 11,152 $6.5M
Thompson Investment Management, Inc. 1.00% Reduce -5.6% 11,067 $6.5M
Susquehanna Fundamental Investments, LLC 0.15% New 10,953 $6.4M
Baron Capital (BAMCO) 0.02% No change 10,800 $6.3M
Tower Research Capital LLC (TRC) 0.10% Add +250.9% 10,614 $6.2M
Cumberland Partners Ltd 0.45% Reduce -8.7% 10,535 $6.2M
Whittier Trust Co. of Nevada Inc. 0.17% Add +0.4% 10,525 $6.1M
CIBC Private Wealth Group LLC 0.01% Reduce -0.7% 10,423 $6.1M
Trust Co. of Toledo NA 0.88% Reduce -0.5% 10,364 $6.1M
Westpac Banking Corp. 0.48% Add +3.0% 10,263 $6.0M
Trajan Wealth LLC 0.38% Reduce -18.5% 10,249 $6.0M
Maryland State Retirement & Pension System 0.11% Reduce -2.1% 10,243 $6.0M
McKinley Capital Management LLC 1.05% Reduce -64.0% 10,234 $6.0M
CENTRAL TRUST Co 0.14% Reduce -0.6% 10,125 $5.9M
Triasima Portfolio Management inc. 0.54% No change 10,023 $5.9M
Mizuho Securities USA LLC 0.13% New 10,021 $5.9M
GYL Financial Synergies, LLC 0.45% Add +66.9% 9,921 $5.8M
Ceera Investments, LLC 2.43% Reduce -2.8% 9,848 $5.8M
Te Ahumairangi Investment Management Ltd 1.10% Reduce -11.5% 9,839 $5.7M
Castellan Group 2.73% Add +6.3% 9,809 $5.7M
Kentucky Retirement Systems 0.17% Reduce -1.9% 9,795 $5.7M
Level Four Advisory Services, LLC 0.26% Add +25.5% 9,756 $5.7M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -18.6% 9,653 $5.6M
Banque Cantonale Vaudoise 0.22% Add +20.1% 9,630 $5.6M
Councilmark Asset Management, LLC 3.97% Reduce -0.3% 9,586 $5.6M
LMR Partners LLP 0.15% Reduce -35.5% 9,572 $5.6M
Tidal Investments LLC 0.08% Add +27.8% 9,568 $5.6M
Patton Fund Management, Inc. 1.18% Reduce -16.0% 9,547 $5.6M
Silvant Capital Management LLC 0.25% No change 9,467 $5.5M
Harel Insurance Investments & Financial Services Ltd. 0.10% Reduce -3.9% 9,384 $5.5M
Longbow Finance SA 0.57% Reduce -34.5% 9,409 $5.5M
MBB Public Markets I LLC 0.11% New 9,397 $5.5M
Stanley-Laman Group, Ltd. 0.73% Add +2.7% 9,392 $5.5M
Kenora Financial, LLC 2.29% Reduce -1.2% 9,373 $5.5M
Pring Turner Capital Group Inc. 3.80% Reduce -0.8% 9,330 $5.4M
Forvis Mazars Wealth Advisors, LLC 0.14% Reduce -1.1% 9,328 $5.4M
Kinsale Capital Group, Inc. 1.88% Add +16.8% 9,310 $5.4M
Jackson Square Capital, LLC 1.33% Reduce -1.1% 9,229 $5.4M
Ashton Thomas Securities, LLC 1.30% — 9,168 $5.4M
Ingalls & Snyder LLC 0.23% Add +1.6% 9,177 $5.4M
Butensky & Cohen Financial Security, Inc. 1.70% Reduce -7.3% 9,132 $5.3M
River Global Investors LLP 1.45% Reduce -18.4% 9,047 $5.3M
Act Two Investors LLC 1.04% Add +11.7% 9,017 $5.3M
Howe & Rusling Inc. 0.48% Add +0.5% 9,007 $5.3M
Settian Capital LP 3.86% No change 9,000 $5.3M
Lombard Odier Asset Management (Europe) Ltd 0.36% New 9,000 $5.3M
Chase Investment Counsel Corp. 1.86% Add +50.8% 8,985 $5.2M
Fifth Third Bancorp 0.02% Add +0.0% 8,918 $5.2M
Atria Wealth Solutions, Inc. 0.06% Add +0.9% 8,901 $5.2M
OMERS ADMINISTRATION Corp 0.05% New 8,816 $5.1M
Anchor Investment Management, LLC 0.53% Add +3.1% 8,768 $5.1M
Townsquare Capital LLC 0.07% Add +303.9% 8,632 $5.0M
NorthCoast Asset Management LLC 0.04% Add +1487.5% 8,620 $5.0M
Resonant Capital Advisors, LLC 0.41% Add +1.4% 8,605 $5.0M
Evergreen Capital Management LLC 0.18% Reduce -7.1% 8,602 $5.0M
Meiji Yasuda Asset Management Co Ltd. 0.20% Add +0.1% 8,517 $5.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.40% Reduce -1.2% 8,482 $5.0M
Peapack Gladstone Financial Corp. 0.08% Reduce -2.0% 8,436 $4.9M
Geneva Partners, LLC 2.02% Reduce -2.1% 8,390 $4.9M
Jefferies Financial Group Inc. 0.10% Reduce -29.9% 8,377 $4.9M
3Chopt Investment Partners, LLC 1.49% Add +0.3% 8,364 $4.9M
Rossmore Private Capital 0.64% No change 8,371 $4.9M
Montag A & Associates Inc. 0.25% Add +2.2% 8,346 $4.9M
Lakewood Asset Management LLC 3.40% Reduce -0.9% 8,351 $4.9M
Hartford Investment Management Co. 0.17% Reduce -1.9% 8,322 $4.9M
Diversified Trust Co. 0.14% Add +9.6% 8,299 $4.8M
Great Lakes Retirement, Inc. 0.66% Add +9.6% 8,266 $4.8M
Brevan Howard Capital Management LP 0.32% Add +171.5% 8,107 $4.7M
Ironwood Investment Counsel, LLC 0.84% Reduce -1.5% 8,047 $4.7M
Boothbay Fund Management, LLC 0.16% Reduce -47.3% 7,969 $4.7M
Old National Bancorp 0.11% Reduce -1.6% 7,967 $4.7M
Peddock Capital Advisors, LLC 1.20% Reduce -3.5% 7,963 $4.7M
AE Wealth Management LLC 0.05% Add +38.7% 7,951 $4.6M
CHICAGO TRUST Co NA 0.94% Reduce -0.8% 7,943 $4.6M
Highland Capital Management, LLC 0.27% New 7,830 $4.6M
HB Wealth Management, LLC 0.05% Add +20.2% 7,776 $4.5M
FORA Capital, LLC 0.55% New 7,765 $4.5M
Ieq Capital, LLC 0.06% Add +12.5% 7,761 $4.5M
Tiaa Trust, National Association 0.01% Add +0.4% 7,746 $4.5M
Shelton Capital Management 0.12% No change 7,622 $4.5M
Caprock Group, LLC 0.18% Add +461.4% 7,584 $4.4M
Fulton Bank, N.A. 0.18% Reduce -1.3% 7,584 $4.4M
Wellington Shields Capital Management, LLC 0.80% No change 7,561 $4.4M
Channel Wealth LLC 1.59% Add +26.5% 7,511 $4.4M
Gladstone Institutional Advisory LLC 0.23% Add +2.5% 7,505 $4.4M
Moran Wealth Management, LLC 0.14% Reduce -0.5% 7,499 $4.4M
Praxis Investment Management Inc. 0.30% No change 8,134 $4.4M
Cwm, LLC 0.02% Add +33.5% 7,460 $4.4M
Ostrum Asset Management 0.38% Reduce -8.1% 7,443 $4.3M
Securian Asset Management, Inc. 0.13% Reduce -3.9% 7,441 $4.3M
Louisiana State Employees Retirement System 0.08% Reduce -2.6% 7,400 $4.3M
Strategic Financial Services, Inc. 0.27% Reduce -4.8% 7,297 $4.3M
Insight Wealth Strategies, LLC 0.60% Add +79.1% 7,248 $4.2M
Virtu Financial LLC 0.29% New 7,135 $4.2M
MAI Capital Management 0.04% Add +5.9% 7,104 $4.1M
Cornerstone Advisors, LLC 0.17% No change 7,100 $4.1M
Mesirow Financial Investment Management, Inc. 0.09% Reduce -0.3% 7,077 $4.1M
Eisler Capital (US) LLC 0.78% New 7,076 $4.1M
Cetera Trust Company, N.A 2.59% Reduce -7.4% 7,075 $4.1M
Clear Harbor Asset Management, LLC 0.36% No change 7,062 $4.1M
Weatherly Asset Management L. P. 0.37% Reduce -0.3% 6,905 $4.0M
Apollon Wealth Management, LLC 0.12% Add +12.5% 6,905 $4.0M
William B. Walkup & Associates, Inc. 2.62% — 6,858 $4.0M
Beck Capital Management, LLC 1.10% Add +1.1% 6,846 $4.0M
Great Valley Advisor Group, Inc. 0.11% Add +181.1% 6,769 $4.0M
Barometer Capital Management Inc. 1.52% Reduce -15.5% 6,757 $3.9M
New Mexico Educational Retirement Board 0.14% No change 6,752 $3.9M
Phoenix Financial Ltd. 0.06% Reduce -0.2% 6,670 $3.9M
MIdWestOne Financial Group, Inc. 0.70% Reduce -4.3% 6,655 $3.9M
Choreo, LLC 0.07% Add +82.4% 6,629 $3.9M
M Holdings Securities, Inc. 0.50% New 6,609 $3.9M
XTX Topco Ltd 0.33% Add +26.6% 6,575 $3.8M
Sequoia Financial Advisors, LLC 0.04% Add +2.3% 6,368 $3.7M
Brookstone Capital Management 0.06% Reduce -12.8% 6,368 $3.7M
Verdence Capital Advisors LLC 0.33% Add +4.0% 6,292 $3.7M
Bank of Hawaii 0.17% Reduce -6.7% 6,248 $3.6M
CreativeOne Wealth, LLC 0.18% Reduce -0.6% 6,249 $3.6M
Assetmark, Inc. 0.01% Add +6.1% 6,214 $3.6M
Connecticut Wealth Management, LLC 0.18% Add +0.3% 6,135 $3.6M
Abner Herrman & Brock LLC 0.45% Reduce -0.9% 6,120 $3.6M
Blue Trust, Inc. 0.05% Add +6.7% 6,637 $3.6M
Graphene Investments SAS 2.24% New 6,100 $3.6M
First Trust Direct Indexing L.P. 0.22% Add +17.5% 6,004 $3.5M
Laird Norton Wetherby Wealth Management, LLC 0.17% Reduce -0.2% 6,002 $3.5M
BDF-Gestion 0.34% — 6,000 $3.5M
Beacon Financial Group 0.40% Reduce -3.6% 5,957 $3.5M
Walleye Trading LLC 0.07% Add +17261.8% 5,903 $3.4M
Huntington National Bank 0.04% Reduce -3.2% 5,889 $3.4M
Northwest Investment Counselors, LLC 0.86% Reduce -5.7% 5,869 $3.4M
Teza Capital Management LLC 0.42% New 5,845 $3.4M
Beese Fulmer Investment Management, Inc. 0.31% Reduce -1.4% 5,840 $3.4M
Clarkston Capital Partners, LLC 0.07% No change 5,840 $3.4M
Stockman Wealth Management, Inc. 0.60% New 5,826 $3.4M
Wright Investors Service Inc. 0.90% Reduce -0.1% 5,824 $3.4M
D.A. Davidson & Co. 0.03% Add +7.4% 5,787 $3.4M
Norden Group LLC 0.68% New 5,775 $3.4M
Roundview Capital LLC 0.26% Add +4.1% 5,724 $3.3M
Metis Global Partners, LLC 0.11% Reduce -0.4% 5,720 $3.3M
Ascent Group, LLC 0.27% Add +2.8% 5,705 $3.3M
Trustmark Bank Trust Department 0.27% Add +5.5% 5,697 $3.3M
E. Ohman J:or Asset Management AB 0.08% Add +4.6% 5,650 $3.3M
Rakuten Investment Management, Inc. 0.02% Add +56.6% 5,554 $3.3M
Motley Fool Asset Management LLC 0.22% Add +28.2% 5,616 $3.3M
Roanoke Asset Management Corp./ NY 1.08% Reduce -2.1% 5,530 $3.2M
Schechter Investment Advisors, LLC 0.24% Reduce -0.3% 5,521 $3.2M
CGN Advisors LLC 0.37% Reduce -0.4% 5,504 $3.2M
Hennessy Advisors Inc. 0.12% Reduce -1.8% 5,500 $3.2M
Atlantic Edge Private Wealth Management, LLC 1.07% Reduce -1.6% 5,462 $3.2M
Brown Advisory Inc. 0.00% Add +44.1% 5,459 $3.2M
Cairn Investment Group, Inc. 1.85% Reduce -3.1% 3,717 $3.2M
Meridian Investment Counsel Inc. 1.00% Reduce -0.2% 5,408 $3.2M
Aft, Forsyth & Sober, LLC 1.08% No change 5,400 $3.2M
Global Trust Asset Management, LLC 1.25% No change 5,319 $3.1M
Calamos Wealth Management LLC 0.17% Reduce -1.7% 5,276 $3.1M
Hourglass Capital, LLC 0.92% No change 5,272 $3.1M
Mgo One Seven LLC 0.15% Reduce -7.1% 5,258 $3.1M
Atlas Capital Advisors Inc. 0.40% Reduce -8.8% 5,249 $3.1M
Graham Capital Management, L.P. 0.19% Reduce -49.0% 5,243 $3.1M
Vinva Investment Management Ltd 0.15% Add +10.0% 5,139 $3.0M
Argent Trust Co 0.13% Reduce -1.8% 5,219 $3.0M
Steward Partners Investment Advisory, LLC 0.03% Add +4.4% 5,215 $3.0M
Park Avenue Securities LLC 0.04% Reduce -4.8% 5,192 $3.0M
Shilanski & Associates, Inc. 1.01% Reduce -2.5% 5,142 $3.0M
Merit Financial Group, LLC 0.07% Add +9.5% 5,131 $3.0M
Avantax Advisory Services, Inc. 0.02% Add +204.5% 5,098 $3.0M
SpiderRock Advisors, LLC 0.08% Reduce -22.9% 5,042 $2.9M
Lester Murray Antman dba SimplyRich 0.93% Add +0.4% 5,026 $2.9M
Cadence Bank 0.22% Reduce -0.1% 5,005 $2.9M
NJ State Employees Deferred Compensation Plan 0.36% No change 5,000 $2.9M
Gratus Wealth Advisors, LLC 0.50% Reduce -6.7% 5,012 $2.9M
Verition Fund Management LLC 0.02% Reduce -18.1% 4,963 $2.9M
Petredis Investment Advisors LLC 0.32% Reduce -0.1% 4,939 $2.9M
Picton Mahoney Asset Management 0.12% Add +741.0% 4,920 $2.9M
Claret Asset Management Corp 0.51% Reduce -3.4% 4,873 $2.8M
HMS Capital Management, LLC 1.48% Add +8.6% 4,857 $2.8M
Spirit of America Management Corp. 0.57% No change 4,845 $2.8M
Marvin & Palmer Associates Inc. 2.75% Add +0.1% 5,265 $2.8M
Credit Agricole S A 0.02% Reduce -44.5% 4,833 $2.8M
Fortis Group Advisors, LLC 0.56% Reduce -50.4% 4,816 $2.8M
Public Sector Pension Investment Board 0.02% Add +76.0% 4,778 $2.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% Add +35.3% 4,756 $2.8M
Concourse Financial Group Securities, Inc. 0.17% Add +5.0% 4,740 $2.8M
Passumpsic Savings Bank 1.99% Add +3.3% 4,742 $2.8M
Greenleaf Trust 0.03% Add +1.0% 4,739 $2.8M
Van Hulzen Asset Management, LLC 0.19% Add +0.8% 4,737 $2.8M
Empirical Finance, LLC 0.17% Reduce -8.9% 4,705 $2.7M
Gateway Investment Advisers LLC 0.03% Add +9.4% 4,687 $2.7M
Tilia Fiduciary Partners, Inc. 2.14% Add +7.0% 4,686 $2.7M
Norinchukin Bank, The 0.08% Add +1.3% 4,657 $2.7M
Twin Capital Management Inc. 0.32% Reduce -0.8% 4,652 $2.7M
Argus Investors' Counsel, Inc. 1.66% Add +7.6% 4,623 $2.7M
Siemens Fonds Invest GmbH 0.20% Reduce -0.3% 4,593 $2.7M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -3.8% 4,569 $2.7M
OneDigital Investment Advisors LLC 0.03% Reduce -6.2% 4,513 $2.6M
North Star Asset Management Inc. 0.12% No change 4,484 $2.6M
Campbell Capital Management Inc. 1.12% Add +124.0% 4,480 $2.6M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.62% No change 4,445 $2.6M
Westwood Holdings Group Inc. 0.02% New 4,445 $2.6M
AlphaQuest LLC 0.35% Add +402.4% 4,406 $2.6M
Bellwether Advisors, LLC 0.54% Reduce -65.1% 4,402 $2.6M
Thoroughbred Financial Services, LLC 0.17% Add +19.5% 4,402 $2.6M
Mount Lucas Management LP 0.91% Reduce -7.8% 4,383 $2.6M
Aaron Wealth Advisors LLC 0.35% Add +2.6% 4,367 $2.6M
Bank Ozk 1.10% Add +4.3% 4,355 $2.5M
C WorldWide Group Holding A/S 0.03% No change 4,332 $2.5M
Ethic Inc. 0.06% Add +21.6% 4,286 $2.5M
HM Payson & Co. 0.05% Reduce -10.3% 4,285 $2.5M
Meiji Yasuda Life Insurance Co 0.05% Reduce -5.4% 4,268 $2.5M
LBP Am SA 0.10% Add +59.6% 4,243 $2.5M
Zhang Financial LLC 0.17% Reduce -7.3% 4,223 $2.5M
Zimmermann Investment Management & Planning LLC 0.82% Add +22.7% 4,215 $2.5M
Nilsine Partners, LLC 0.33% Add +1.5% 4,202 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -3.3% 4,193 $2.4M
Soltis Investment Advisors LLC 0.26% Reduce -70.4% 4,185 $2.4M
Signaturefd, LLC 0.05% Add +1.1% 4,144 $2.4M
Hanson & Doremus Investment Management 0.41% Reduce -1.3% 4,141 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -0.8% 4,137 $2.4M
Axq Capital, LP 0.56% Add +725.6% 4,128 $2.4M
Meeder Asset Management Inc. 0.17% Reduce -82.2% 4,127 $2.4M
Abundance Wealth Counselors 1.11% Reduce -7.0% 4,120 $2.4M
Vestcor Inc 0.08% No change 4,104 $2.4M
Centiva Capital, LP 0.12% Add +142.6% 4,093 $2.4M
Cove Private Wealth, LLC 1.95% No change 4,075 $2.4M
Wynn Capital, LLC 1.75% No change 4,045 $2.4M
HighPoint Advisor Group LLC 0.14% Reduce -2.7% 3,869 $2.4M
Holderness Investments Co. 0.56% Add +4.5% 4,035 $2.4M
Agf Management Ltd. 0.01% Reduce -7.5% 4,025 $2.4M
GeoWealth Management, LLC 0.10% Reduce -8.3% 4,013 $2.3M
Mork Capital Management, LLC 1.83% No change 4,000 $2.3M
Two Sigma Securities, LLC 0.11% New 3,999 $2.3M
Venturi Wealth Management, LLC 0.14% Add +30.9% 3,986 $2.3M
Integrated Wealth Concepts LLC 0.03% Reduce -16.6% 3,976 $2.3M
Signet Financial Management, LLC 0.31% Add +4.3% 3,960 $2.3M
IAM Advisory, LLC 0.63% Add +0.5% 3,956 $2.3M
Oppenheimer & Co. Inc. 0.04% Add +6.3% 3,905 $2.3M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +3.6% 3,880 $2.3M
SVB Wealth LLC 0.06% Reduce -9.6% 3,851 $2.2M
Fox Run Management, L.L.C. 0.42% Add +42.3% 3,847 $2.2M
Ashton Thomas Private Wealth, LLC 0.12% Reduce -0.4% 3,845 $2.2M
Eley Financial Management, Inc 0.95% Reduce -4.7% 3,842 $2.2M
Mechanics Bank Trust Department 0.32% Add +12.5% 3,824 $2.2M
Symmetry Partners, LLC 0.11% No change 3,817 $2.2M
Meeder Advisory Services, Inc. 0.16% Add +41.6% 3,809 $2.2M
Keybank National Association 0.01% Add +10.4% 3,797 $2.2M
NEOS Investment Management LLC 0.09% Add +35.6% 3,792 $2.2M
Canandaigua National Bank & Trust Co. 0.24% Reduce -6.1% 3,783 $2.2M
WD Rutherford LLC 1.10% Add +7.3% 3,760 $2.2M
Plato Investment Management Ltd 0.20% Add +7.5% 3,723 $2.2M
Benjamin Edwards Inc. 0.42% Add +24.2% 3,723 $2.2M
Hilltop National Bank 0.70% Add +6.1% 3,719 $2.2M
Eagle Rock Investment Company, LLC 0.39% Reduce -0.1% 3,715 $2.2M
CX Institutional 0.10% Reduce -2.7% 3,709 $2.2M
First Hawaiian Bank 0.07% Reduce -13.8% 3,709 $2.2M
Principal Securities, Inc. 0.06% Add +11.2% 3,709 $2.2M
Fiduciary Trust Co 0.03% Add +4.7% 3,688 $2.2M
Bey-Douglas LLC 1.99% Add +1.2% 3,715 $2.2M
Portfolio Design Labs, LLC 0.66% Add +5.5% 3,670 $2.1M
Navalign, LLC 0.67% Add +0.9% 3,659 $2.1M
Kingsview Wealth Management, LLC 0.05% Add +137.6% 3,625 $2.1M
Dynamic Technology Lab Private Ltd 0.24% Add +209.9% 3,623 $2.1M
United Capital Financial Advisors, LLC 0.02% Reduce -21.3% 3,600 $2.1M
Ironwood Investment Management LLC 1.12% No change 3,600 $2.1M
Lebenthal Global Advisors, LLC 0.46% Add +10.7% 3,554 $2.1M
Ontario Teachers Pension Plan Board 0.02% Add +288.9% 3,516 $2.1M
AMG National Trust Bank 0.06% Reduce -0.3% 3,497 $2.0M
Value Partners Investments Inc. 0.18% Add +13.3% 3,484 $2.0M
QV Investors Inc. 0.19% Add +0.6% 3,479 $2.0M
iA Global Asset Management Inc. 0.04% Add +10.2% 3,453 $2.0M
AIA Group Ltd 0.06% Add +6.3% 3,400 $2.0M
SS&H Financial Advisors, Inc. 0.78% No change 3,400 $2.0M
Estate Counselors, LLC 0.22% Reduce -0.6% 3,385 $2.0M
Center for Financial Planning, Inc. 0.29% No change 3,377 $2.0M
Sanders Morris Harris LLC 0.32% No change 3,370 $2.0M
Machina Capital S.A.S. 0.88% Reduce -7.5% 3,359 $2.0M
Williamson Legacy Group, LLC 1.46% Reduce -1.2% 3,353 $2.0M
Cypress Capital Group 0.23% Reduce -9.1% 3,326 $1.9M
Confluence Wealth Services, Inc. 0.15% Add +11.4% 3,304 $1.9M
GTS Securities LLC 0.04% Reduce -8.0% 3,272 $1.9M
Providence First Trust Co 0.86% No change 3,262 $1.9M
Synovus Financial Corp. 0.02% Reduce -2.0% 3,225 $1.9M
SteelPeak Wealth, LLC 0.09% Reduce -2.8% 3,222 $1.9M
Fox Hill Wealth Management 1.15% Reduce -5.5% 3,223 $1.9M
Parallax Volatility Advisers, L.P. 0.05% Add +162.5% 3,216 $1.9M
Roof Eidam Maycock Peralta, LLC 0.51% New 3,205 $1.9M
Stratos Wealth Partners, LTD. 0.03% Add +7.8% 3,195 $1.9M
Tocqueville Asset Management L.P. 0.03% Reduce -1.1% 3,187 $1.9M
Argonautica Private Wealth Management, Inc. 0.63% No change 3,156 $1.8M
Cunning Capital Partners, LP 1.03% No change 3,155 $1.8M
Palisade Asset Management, LLC 0.19% No change 3,150 $1.8M
Knightsbridge Asset Management, LLC 0.46% Add +7.6% 3,140 $1.8M
Global Retirement Partners, LLC 0.06% Add +10.7% 3,140 $1.8M
Zega Financial, LLC 0.66% New 3,131 $1.8M
Pitcairn Co. 0.11% Reduce -23.2% 3,124 $1.8M
MGB Wealth Management, LLC 0.68% Add +0.5% 3,159 $1.8M
Sigma Planning Corp 0.06% Add +1.9% 3,099 $1.8M
Bailard, Inc. 0.05% Add +0.4% 3,071 $1.8M
Heritage Wealth Management, LLC 0.98% No change 3,012 $1.8M
Heritage Family Offices, LLP 0.98% — 3,012 $1.8M
Aquila Investment Management LLC 1.64% No change 3,000 $1.8M
Glenview Trust Co 0.04% Reduce -0.1% 2,997 $1.8M
Oppenheimer Asset Management Inc. 0.02% Add +140.3% 2,992 $1.7M
Coldstream Capital Management Inc. 0.04% Add +1.4% 2,967 $1.7M
Regions Financial Corp. 0.01% Reduce -6.3% 2,965 $1.7M
InTrack Investment Management Inc 1.23% Add +98.1% 2,964 $1.7M
Pensionfund Sabic 0.51% No change 2,950 $1.7M
Investment Management Corp of Ontario 0.05% Add +37.2% 2,949 $1.7M
Bray Capital Advisors 0.43% Add +0.1% 2,922 $1.7M
Wahed Invest LLC 0.34% Add +11.4% 2,906 $1.7M
Caldwell Trust Co 0.19% Add +16.2% 2,906 $1.7M
Vident Advisory, LLC 0.05% Reduce -92.3% 2,897 $1.7M
Hancock Whitney Corp. 0.06% Reduce -0.7% 2,868 $1.7M
Essex Financial Services, Inc. 0.12% Add +14.3% 3,052 $1.7M
Natixis 0.01% New 2,858 $1.7M
Texas Yale Capital Corp. 0.08% No change 2,852 $1.7M
Allworth Financial LP 0.01% Add +10.0% 2,871 $1.7M
Paragon Capital Management Inc. 1.27% Reduce -3.1% 2,848 $1.7M
Titleist Asset Management, LLC 0.25% Reduce -10.0% 2,846 $1.7M
Vestmark Advisory Solutions, Inc. 0.07% Add +24.4% 2,846 $1.7M
Western Wealth Management, LLC 0.12% Reduce -21.2% 2,843 $1.7M
Wesbanco Bank Inc. 0.06% Reduce -0.9% 2,828 $1.7M
Integrated Advisors Network LLC 0.09% Add +2.2% 2,822 $1.6M
Investment Advisory Services Inc. /TX 0.60% Reduce -0.0% 2,815 $1.6M
MPS Loria Financial Planners, LLC 0.53% Add +0.1% 2,813 $1.6M
Redwood Investment Management, LLC 0.14% Reduce -14.8% 2,671 $1.6M
Mutual Advisors, LLC 0.05% Add +112.3% 2,692 $1.6M
Chapin Davis, Inc. 0.56% Add +51.5% 2,785 $1.6M
Highview Capital Management LLC 0.67% Add +7.2% 2,750 $1.6M
Mainstay Capital Management LLC 0.28% Add +7.6% 2,735 $1.6M
Convergence Investment Partners, LLC 0.46% Add +56.7% 2,721 $1.6M
Caxton Associates LP 0.06% Reduce -41.9% 2,712 $1.6M
First National Trust Co 0.07% Reduce -0.7% 2,705 $1.6M
Oxford Wealth Group, LLC 1.08% Add +38.0% 2,686 $1.6M
Syon Capital LLC 0.14% Add +1.6% 2,656 $1.6M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -5.5% 2,640 $1.5M
Lee Danner & Bass Inc. 0.12% — 2,622 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Add +0.8% 2,600 $1.5M
BIP Wealth, LLC 0.12% Reduce -6.3% 2,591 $1.5M
SeaCrest Wealth Management, LLC 0.17% Add +7.6% 2,584 $1.5M
Kovack Advisors, Inc. 0.17% Add +11.6% 2,582 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.73% No change 2,579 $1.5M
WESPAC Advisors, LLC 1.17% Reduce -28.8% 2,556 $1.5M
Heritage Trust Co 0.20% Reduce -2.4% 2,554 $1.5M
Montecito Bank & Trust 0.30% Reduce -2.9% 2,552 $1.5M
Hantz Financial Services, Inc. 0.03% Add +4.0% 2,552 $1.5M
CW Advisors, LLC 0.02% Add +4.6% 2,539 $1.5M
Quadrant Capital Group LLC 0.11% Add +5.7% 2,520 $1.5M
Abn Amro Investment Solutions 0.03% Add +68.6% 2,519 $1.5M
Flputnam Investment Management Co. 0.03% Add +7.9% 2,512 $1.5M
Main Street Financial Solutions, LLC 0.14% Add +2.7% 2,511 $1.5M
Kendall Capital Management 0.49% Add +13.8% 2,510 $1.5M
DAVENPORT & Co LLC 0.01% Add +8.9% 2,490 $1.5M
Parallel Advisors, LLC 0.04% Add +12.8% 2,476 $1.4M
Qtron Investments LLC 0.21% Add +6.9% 2,476 $1.4M
Lineweaver Wealth Advisors, LLC 0.30% Add +0.1% 2,473 $1.4M
Stablepoint Partners, LLC 0.28% Reduce -8.8% 2,369 $1.4M
Islay Capital Management, LLC 1.04% Add +0.0% 2,455 $1.4M
Moors & Cabot, Inc. 0.08% Add +7.1% 2,448 $1.4M
Koshinski Asset Management, Inc. 0.13% Reduce -13.2% 2,435 $1.4M
Elevation Point Wealth Partners, LLC 0.11% Add +17.9% 2,440 $1.4M
Neumann Capital Management, LLC 0.49% Reduce -3.0% 2,440 $1.4M
Sherbrooke Park Advisers LLC 0.25% New 2,430 $1.4M
Prospera Financial Services Inc 0.04% Add +3.6% 2,426 $1.4M
Los Angeles Capital Management LLC 0.01% Add +254.0% 2,418 $1.4M
Dean Investment Associates, LLC 0.20% Reduce -8.5% 2,411 $1.4M
Rehmann Capital Advisory Group 0.10% Reduce -2.3% 2,400 $1.4M
Capital Management Associates 1.66% No change 2,400 $1.4M
Csenge Advisory Group 0.08% Add +6.3% 2,396 $1.4M
Copperwynd Financial, LLC 0.46% Add +0.1% 2,266 $1.4M
Ameritas Advisory Services, LLC 0.05% Add +18.3% 2,390 $1.4M
Milestone Asset Management, LLC 0.35% New 2,386 $1.4M
Wintrust Investments LLC 0.11% Reduce -10.2% 2,372 $1.4M
Paloma Partners Management Co 0.15% Reduce -52.1% 2,356 $1.4M
Johnson Investment Counsel Inc. 0.01% Reduce -4.1% 2,334 $1.4M
Buckingham Strategic Wealth, LLC 0.01% Add +3.8% 2,332 $1.4M
Farther Finance Advisors, LLC 0.07% Add +38.3% 2,313 $1.4M
Pinnacle Associates Ltd. 0.02% Reduce -8.3% 2,314 $1.4M
Legacy Capital Group California, Inc. 0.49% Reduce -8.2% 2,308 $1.3M
Kestra Private Wealth Services, LLC 0.03% Add +1.1% 2,292 $1.3M
GAMMA Investing LLC 0.18% Add +182.0% 2,287 $1.3M
Bank of Stockton 0.41% Reduce -1.6% 2,230 $1.3M
Redhawk Wealth Advisors, Inc. 0.20% No change 2,215 $1.3M
Choate Investment Advisors 0.03% No change 2,199 $1.3M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -0.3% 2,193 $1.3M
Lanark Financial, Inc. 0.12% Add +7.8% 2,187 $1.3M
Dynasty Wealth Management, LLC 0.04% Add +7.5% 2,174 $1.3M
Wellington Shields & Co., LLC 0.41% Add +42.2% 2,170 $1.3M
Kathmere Capital Management, LLC 0.13% Reduce -12.4% 2,163 $1.3M
Sfmg, LLC 0.11% Add +0.1% 2,162 $1.3M
Horizon Investments, LLC 0.03% Reduce -1.9% 2,161 $1.3M
Y-Intercept (Hong Kong) Ltd 0.07% Add +2.0% 2,152 $1.3M
International Assets Investment Management, LLC 0.12% Add +0.5% 72,029 $1.3M
Robertson Stephens Wealth Management, LLC 0.07% Add +8.8% 2,143 $1.3M
Claro Advisors Inc. 0.20% Add +3.6% 2,140 $1.2M
RFG Advisory, LLC 0.04% Add +12.8% 2,131 $1.2M
Waverly Advisors, LLC 0.02% Add +180.2% 2,124 $1.2M
Benjamin F. Edwards & Company, Inc. 0.02% Reduce -3.4% 2,122 $1.2M
AXS Investments LLC 0.35% Reduce -10.4% 2,121 $1.2M
Wealthcare Advisory Partners LLC 0.04% Add +48.5% 2,118 $1.2M
Transatlantique Private Wealth LLC 0.50% Add +1.4% 2,118 $1.2M
Personal Cfo Solutions, LLC 0.19% Reduce -15.2% 2,110 $1.2M
Aspire Private Capital, LLC 0.32% Add +0.5% 2,106 $1.2M
One Wealth Advisors, LLC 0.26% Reduce -0.1% 2,271 $1.2M
Jacobi Capital Management LLC 0.11% Add +1.9% 2,101 $1.2M
Performance Wealth Partners, LLC 0.04% No change 2,091 $1.2M
Petra Financial Advisors Inc. 0.88% Reduce -0.4% 2,085 $1.2M
Leisure Capital Management 0.57% No change 2,080 $1.2M
Avantax Planning Partners, Inc. 0.04% Add +3.0% 2,048 $1.2M
JT Stratford LLC 0.22% Reduce -2.9% 2,039 $1.2M
Sard Wealth Management Group, LLC 0.83% Add +9.3% 2,033 $1.2M
Lake Street Advisors Group, LLC 0.06% Reduce -1.8% 2,026 $1.2M
KG Capital Management 0.41% Add +5.3% 2,012 $1.2M
Sciencast Management LP 0.41% New 2,011 $1.2M
Supplemental Annuity Collective Trust of NJ 0.36% No change 2,000 $1.2M
Profund Advisors LLC 0.04% Reduce -1.6% 1,976 $1.2M
Peoples Bank 0.90% No change 1,975 $1.2M
Private Trust Co. NA 0.12% Add +16.7% 1,974 $1.2M
EverSource Wealth Advisors, LLC 0.08% Add +11.9% 1,853 $1.1M
Integrated Investment Consultants, LLC 0.31% No change 2,109 $1.1M
Capital Investment Advisors, LLC 0.03% Reduce -19.3% 1,926 $1.1M
First Community Trust NA 0.96% No change 1,925 $1.1M
Concurrent Investment Advisors, LLC 0.04% Add +18.9% 1,920 $1.1M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -4.3% 1,917 $1.1M
Bridgefront Capital, LLC 0.47% New 1,911 $1.1M
Equitable Trust Co. 0.08% Add +7.2% 1,903 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +5.9% 1,902 $1.1M
Moody National Bank Trust Division 0.09% Reduce -0.5% 1,898 $1.1M
Baldwin Investment Management, LLC 0.15% Reduce -1.4% 1,897 $1.1M
Harvest Fund Management Co., Ltd 0.08% Add +139.3% 1,893 $1.1M
Forum Financial Management, LP 0.02% Add +12.6% 1,891 $1.1M
AlphaCore Capital LLC 0.27% Add +72.9% 1,888 $1.1M
Pinnacle Financial Partners Inc 0.02% Reduce -10.4% 1,890 $1.1M
Nomura Holdings Inc. 0.01% Reduce -88.6% 1,882 $1.1M
Fiduciary Group, LLC 0.12% No change 1,881 $1.1M
Balefire, LLC 0.39% Add +9.7% 1,875 $1.1M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.62% New 1,866 $1.1M
Nicholas Hoffman & Company, LLC. 0.05% Add +0.1% 1,865 $1.1M
Citizens Financial Group Inc. 0.02% Add +88.6% 1,858 $1.1M
SOL Capital Management CO 0.13% No change 1,850 $1.1M
Pearl River Capital, LLC 0.17% New 1,848 $1.1M
West Family Investments, Inc. 0.32% Add +15.9% 1,847 $1.1M
Strategy Asset Managers LLC 0.24% Add +36.5% 2,502 $1.1M
Montanova Capital, LLC 0.04% Reduce -96.8% 1,830 $1.1M
Cooper Financial Group 0.16% Add +22.2% 1,828 $1.1M
One Capital Management, LLC 0.04% New 1,806 $1.1M
Fidelis Capital Partners, LLC 0.15% Add +11.5% 1,707 $1.1M
Wedmont Private Capital 0.07% Add +6.2% 1,826 $1.1M
Fiduciary Family Office, LLC 0.41% Add +1.2% 1,788 $1.0M
Warther Private Wealth, LLC 0.41% New 1,784 $1.0M
Perpetual Ltd 0.01% Reduce -0.5% 1,770 $1.0M
Seascape Capital Management 0.39% Add +0.2% 1,769 $1.0M
J. W. Coons Advisors, LLC 0.19% No change 1,765 $1.0M
Community Bank, N.A. 0.14% Reduce -5.4% 1,760 $1.0M
Strategic Investment Advisors / MI 0.12% Reduce -3.1% 1,753 $1.0M
Bristlecone Advisors, LLC 0.09% Reduce -4.1% 1,750 $1.0M
Brighton Jones LLC 0.03% Add +0.2% 1,749 $1.0M
First Citizens Bank & Trust Co. 0.02% Add +0.5% 1,746 $1.0M
Field & Main Bank 0.38% Add +18.3% 1,730 $1.0M
Schear Investment Advisers, LLC 0.73% Add +20.8% 1,721 $1.0M
Old Port Advisors 0.30% Add +2.1% 1,720 $1.0M
Unique Wealth Strategies, LLC 0.46% No change 1,847 $992K
Monument Capital Management 0.29% Reduce -0.5% 1,696 $991K
McBroom & Associates, LLC 0.62% Add +1.9% 1,685 $984K
Kintra Wealth, LLC 0.70% Reduce -8.5% 1,683 $983K
Wedbush Securities Inc. 0.04% Add +1.9% 1,680 $981K
Benchmark Investment Advisors LLC 0.71% Add +2.3% 1,678 $980K
Scholtz & Company, LLC 0.42% Reduce -30.2% 1,675 $978K
Coastline Trust Co 0.11% No change 1,660 $970K
Kingswood Wealth Advisors, LLC 0.09% Add +8.3% 1,658 $968K
MorganRosel Wealth Management, LLC 0.34% Reduce -13.1% 1,653 $965K
Boston Trust Walden Corp 0.01% No change 1,646 $961K
Jones Financial Companies LLLP 0.00% Add +297.1% 1,644 $960K
Charter Research & Investment Group, Inc. 0.75% No change 1,634 $954K
Carlson Capital Management 0.04% Add +0.2% 1,633 $954K
Snowden Capital Advisors LLC 0.03% Add +0.6% 1,631 $954K
Intellectus Partners, LLC 0.26% Reduce -10.5% 1,630 $953K
SageView Advisory Group, LLC 0.06% New 1,629 $952K
Wealthspire Advisors, LLC 0.01% Add +8.9% 1,623 $948K
Prime Capital Investment Advisors, LLC 0.01% Add +1.3% 1,609 $940K
Western Financial Corp 0.57% Reduce -4.5% 1,608 $939K
Buckley Wealth Management, LLC 0.30% Reduce -0.2% 1,605 $937K
Freemont Management S.A. 0.54% Reduce -82.2% 1,600 $934K
Paradigm Asset Management Co. LLC 0.26% Add +60.0% 1,600 $934K
Mission Wealth Management, LP 0.03% Add +4.3% 1,596 $932K
Private Advisory Group LLC 0.12% Add +224.4% 1,593 $930K
Clearstead Advisors, LLC 0.02% Add +59.0% 1,592 $930K
Beverly Hills Private Wealth, LLC 0.20% Add +48.0% 1,591 $929K
Trust Asset Management LLC 0.08% No change 1,588 $927K
Thomasville National Bank 0.07% Add +0.1% 1,588 $927K
Arete Wealth Advisors, LLC 0.08% New 1,585 $926K
Cobblestone Capital Advisors LLC 0.06% Add +3.3% 1,580 $923K
Empower Advisory Group, LLC 0.00% Add +7.3% 1,580 $923K
Guardian Wealth Advisors, LLC / NC 0.11% Reduce -0.4% 1,578 $922K
Equitable Holdings, Inc. 0.01% Add +38.1% 1,567 $915K
Relyea Zuckerberg Hanson LLC 0.15% Add +1.6% 1,562 $912K
TCI Wealth Advisors, Inc. 0.08% Reduce -0.7% 1,520 $888K
Virtue Capital Management, LLC 0.15% Reduce -8.4% 1,508 $883K
Black Diamond Financial, LLC 0.17% Add +2.2% 1,506 $880K
Twin Focus Capital Partners, LLC 0.14% No change 1,500 $876K
First Financial Bankshares Inc 0.02% Reduce -3.2% 1,500 $876K
Thrive Wealth Management, LLC 0.17% Add +57.4% 1,497 $874K
Clare Market Investments LLC 0.24% Reduce -0.7% 1,495 $873K
Tectonic Advisors LLC 0.06% Add +4.0% 1,494 $873K
Voya Financial Advisors, Inc. 0.10% Add +6.6% 1,465 $869K
River Wealth Advisors LLC 0.12% Add +3.9% 1,487 $868K
Quadcap Wealth Management, LLC 0.16% Reduce -44.8% 1,483 $866K
Seed Wealth Management, Inc. 0.75% No change 1,474 $861K
Greater Midwest Financial Group, LLC 0.55% Add +0.4% 1,556 $860K
Carnegie Investment Counsel 0.03% No change 1,470 $859K
Capital Advisors Inc. 0.02% No change 1,470 $858K
Stephens Inc. 0.01% No change 1,460 $853K
NFSG Corp 0.32% Add +2143.1% 1,458 $851K
Williams Jones Wealth Management, LLC. 0.01% No change 1,450 $847K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 1,449 $846K
Erste Asset Management GmbH 0.01% Reduce -14.6% 1,425 $845K
Excalibur Management Corp. 0.35% Add +0.2% 1,447 $845K
TD Private Client Wealth LLC 0.03% Reduce -12.8% 1,442 $842K
LRT Capital Management, LLC 0.79% Add +90.5% 1,431 $836K
New Century Financial Group, LLC 0.35% New 1,428 $834K
Silvercrest Asset Management Group LLC 0.01% Reduce -0.8% 1,424 $832K
Semmax Financial Advisors Inc. 0.25% Add +7.6% 1,505 $830K
KCM Investment Advisors LLC 0.03% Add +4.5% 1,416 $827K
Driehaus Capital Management LLC 0.01% Add +46.9% 1,415 $826K
New England Research & Management, Inc. 0.40% Reduce -8.7% 1,415 $826K
VestGen Investment Management 0.24% Add +10.6% 1,414 $826K
Douglass Winthrop Advisors, LLC 0.02% Reduce -11.8% 1,413 $825K
Dakota Wealth Management 0.02% Reduce -0.1% 1,411 $824K
Flagship Harbor Advisors, LLC 0.05% Add +12.7% 1,401 $818K
Thomas Story & Son LLC 0.35% No change 1,400 $818K
Stevens Capital Management LP 0.28% Reduce -53.3% 1,400 $818K
Optimum Investment Advisors 0.37% No change 1,400 $818K
Alberta Investment Management Corp 0.01% Reduce -57.6% 1,400 $818K
Unique Wealth, LLC 0.21% Add +16.9% 1,390 $812K
NorthRock Partners, LLC 0.03% Add +14.2% 1,386 $810K
Cigna Investments Inc. 0.15% Reduce -2.1% 1,380 $806K
JSF Financial, LLC 0.25% Add +6.4% 1,379 $805K
Castle Rock Wealth Management, LLC 0.20% Add +0.4% 1,367 $802K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.7% 1,368 $799K
WealthPLAN Partners, LLC 0.09% Add +23.5% 1,363 $796K
American Trust 0.06% Reduce -12.3% 1,357 $793K
Valeo Financial Advisors, LLC 0.02% Add +4.5% 1,354 $791K
Central Bank & Trust Co. 0.11% Reduce -1.5% 1,350 $788K
Daymark Wealth Partners, LLC 0.04% Add +10.0% 1,348 $788K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -0.4% 1,344 $785K
First Personal Financial Services 0.18% Reduce -11.3% 1,343 $784K
Forza Wealth Management, LLC 0.40% No change 1,334 $779K
Hillsdale Investment Management Inc. 0.06% Reduce -7.0% 1,330 $777K
Steele Capital Management, Inc. 0.04% No change 1,325 $775K
Everhart Financial Group, Inc. 0.20% Add +10.1% 1,315 $768K
Checchi Capital Advisers, LLC 0.06% Add +2.2% 1,315 $768K
Independent Advisor Alliance 0.03% Add +24.6% 1,309 $765K
Arkadios Wealth Advisors 0.05% Add +89.6% 1,308 $764K
Sequent Planning LLC 0.26% Reduce -2.3% 1,300 $762K
Avestar Capital, LLC 0.08% Reduce -27.3% 1,303 $761K
Gateway Advisory, LLC 0.13% Add +7.7% 1,301 $760K
nVerses Capital, LLC 0.45% New 1,300 $759K
Meridian Wealth Management, LLC 0.09% New 1,298 $758K
Exchange Traded Concepts, LLC 0.02% Add +3.5% 1,291 $754K
Capstone Investment Advisors, LLC 0.03% Add +24.8% 1,285 $750K
Alera Investment Advisors, LLC 0.09% Reduce -34.9% 1,277 $746K
Keystone Financial Services 0.31% Add +9.3% 1,263 $738K
Sara-Bay Financial 0.30% Reduce -1.4% 1,260 $736K
Washington Trust Bank 0.07% Reduce -10.5% 1,258 $735K
IFP Advisors, Inc 0.03% Add +14.2% 1,254 $733K
Summit Trail Advisors, LLC 0.02% Add +0.8% 1,252 $732K
Quent Capital, LLC 0.08% No change 1,249 $730K
Ridgecrest Wealth Partners, LLC 0.44% No change 1,246 $728K
Burns Matteson Capital Management, LLC 0.46% Add +115.8% 1,243 $726K
Drucker Wealth 3.0, LLC 0.19% — 1,236 $722K
Legal Advantage Investments, Inc. 0.41% No change 1,231 $719K
Clarius Group, LLC 0.05% Reduce -4.3% 1,231 $719K
Entropy Technologies, LP 0.08% New 1,228 $717K
Patriot Financial Group Insurance Agency, LLC 0.11% Add +14.4% 1,226 $716K
Veracity Capital LLC 0.30% Reduce -9.1% 1,222 $713K
Harbour Investments, Inc. 0.02% Reduce -2.3% 1,219 $712K
Institute for Wealth Management, LLC. 0.10% Reduce -0.5% 1,216 $710K
Cerro Pacific Wealth Advisors LLC 0.27% — 1,215 $710K
Hyman Charles D 0.04% No change 1,214 $709K
Clear Creek Financial Management, LLC 0.09% Add +8.5% 1,214 $709K
Compound Planning, Inc. 0.05% Add +5.1% 1,213 $708K
Humankind Investments LLC 0.19% Add +3.6% 1,212 $708K
Nicholas Wealth, LLC. 0.50% Add +47.1% 1,208 $706K
Aries Wealth Management 0.22% Add +0.7% 1,208 $706K
Basepoint Wealth LLC 0.56% Add +0.1% 1,206 $705K
Ninepoint Partners LP 0.08% New 1,201 $701K
Kintegral Advisory, LLC 0.07% Add +7.2% 1,193 $697K
Lindbrook Capital, LLC 0.07% Add +5.0% 1,190 $695K
Perigon Wealth Management, LLC 0.02% Reduce -0.2% 1,181 $690K
HBK Sorce Advisory LLC 0.02% Reduce -7.6% 1,172 $685K
Eldridge Investment Advisors, Inc. 0.17% Add +0.3% 1,165 $680K
Levy Wealth Management Group, LLC 0.17% Add +0.3% 1,160 $677K
Lingohr Asset Management GmbH 1.69% No change 1,159 $677K
IHT Wealth Management, LLC 0.03% Reduce -1.2% 1,153 $673K
Counterpoint Mutual Funds LLC 0.16% Add +56.8% 1,151 $672K
Community Bank & Trust, Waco, Texas 0.17% No change 1,150 $672K
Conning Inc. 0.03% Reduce -0.2% 1,145 $669K
Smartleaf Asset Management LLC 0.11% Add +122.5% 1,126 $668K
Family Firm, Inc. 0.15% Add +0.1% 1,140 $666K
Founders Capital Management, LLC 0.12% Add +11.8% 1,137 $664K
Stratos Investment Management, LLC 0.05% Add +3.3% 1,135 $663K
Sunpointe, LLC 0.43% Add +4.5% 1,130 $661K
180 Wealth Advisors, LLC 0.11% Reduce -20.4% 1,148 $660K
J.W. Cole Advisors, Inc. 0.03% Reduce -22.9% 1,127 $658K
Athena Investment Management 0.40% Reduce -5.1% 1,126 $658K
Old North State Trust, LLC 0.56% Add +6.0% 1,120 $654K
EHP Funds Inc. 0.32% Reduce -21.4% 1,100 $642K
Impax Asset Management Group plc 0.00% New 1,100 $642K
Bokf, NA 0.01% Reduce -11.1% 1,099 $642K
Strategic Advisors LLC 0.12% No change 1,098 $641K
Larson Financial Group LLC 0.04% Add +1.6% 1,094 $639K
Austin Private Wealth, LLC 0.07% Reduce -0.2% 1,092 $638K
iSAM Funds (UK) Ltd 0.47% New 1,078 $630K
Mitchell McLeod Pugh & Williams Inc. 0.14% Add +71.8% 1,077 $629K
Davidson Trust Co. 0.43% No change 1,074 $627K
Affinity Investment Advisors, LLC 0.47% Reduce -2.2% 1,067 $623K
FSB Premier Wealth Management, Inc. 0.28% Add +57.5% 1,065 $622K
Freedom Investment Management, Inc. 0.05% Reduce -24.6% 1,063 $621K
Trilogy Capital Inc. 0.03% Add +102.7% 1,058 $618K
Belpointe Asset Management LLC 0.04% Add +70.1% 1,053 $615K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -8.6% 1,052 $615K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% Reduce -1.9% 1,046 $611K
KLCM Advisors, Inc. 0.08% Reduce -1.1% 1,045 $611K
Twin City Private Wealth, LLC 0.57% Add +12.6% 1,037 $606K
Summit Financial, LLC 0.03% Add +155.2% 1,036 $606K
Rakuten Securities, Inc. 0.26% Reduce -2.5% 1,034 $604K
DeDora Capital, Inc. 0.18% Add +6.5% 1,030 $602K
Globeflex Capital L P 0.06% Reduce -8.8% 1,030 $602K
D'Orazio & Associates, Inc. 0.09% Reduce -0.9% 1,025 $599K
Opal Wealth Advisors, LLC 0.19% Add +20.6% 1,020 $596K
Isthmus Partners, LLC 0.07% No change 1,020 $596K
LVW Advisors, LLC 0.09% Reduce -42.3% 1,018 $595K
Cambria Investment Management, L.P. 0.04% Reduce -20.4% 1,016 $593K
Atom Investors LP 0.06% Reduce -73.5% 1,016 $593K
Graypoint LLC 0.04% Add +20.9% 1,005 $587K
Raleigh Capital Management Inc. 0.25% Add +6.2% 1,000 $584K
Harbor Advisors LLC 0.11% No change 1,000 $584K
Verus Financial Partners, Inc. 0.07% Reduce -1.3% 999 $583K
HF Advisory Group, LLC 0.30% Add +15.8% 997 $582K
Great Waters Wealth Management 0.09% No change 994 $581K
Sendero Wealth Management, LLC 0.10% No change 984 $575K
Arlington Trust Co LLC 0.14% No change 984 $575K
BayBridge Capital Group, LLC 0.45% Add +3.0% 981 $573K
Drive Wealth Management, LLC 0.15% Add +2.8% 978 $572K
Thrive Capital Management, LLC 0.26% Add +135.2% 976 $570K
First City Capital Management, Inc. 0.32% No change 975 $569K
Courier Capital LLC 0.05% No change 975 $569K
Pallas Capital Advisors LLC 0.03% Add +67.1% 984 $569K
Asset Dedication, LLC 0.04% Add +201.2% 973 $568K
Operose Advisors LLC 0.20% No change 966 $564K
Plancorp, LLC 0.02% Add +0.5% 966 $564K
Bank of Marin 0.48% No change 960 $561K
Archford Capital Strategies, LLC 0.09% Reduce -1.3% 948 $554K
Stratos Wealth Advisors, LLC 0.03% Add +58.9% 936 $547K
Graves Light Lenhart Wealth, Inc. 0.06% No change 930 $545K
Twin Peaks Wealth Advisors, LLC 0.27% Add +0.7% 931 $544K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.6% 930 $543K
Peak Planning Group, LLC 0.27% New 930 $543K
Mather Group, Llc. 0.01% Add +53.8% 1,003 $539K
Simmons Bank 0.04% Add +1.0% 921 $538K
Transcend Capital Advisors, LLC 0.04% New 920 $537K
Waldron Private Wealth LLC 0.02% Add +0.1% 919 $537K
Prestige Wealth Management Group LLC 0.12% Reduce -4.2% 916 $536K
Heartland Bank & Trust Co 0.30% Reduce -8.6% 916 $535K
First Western Trust Bank 0.03% No change 913 $533K
WT Wealth Management 0.18% Add +0.6% 910 $531K
TruWealth Advisors, LLC 0.04% Add +113.2% 908 $530K
Balboa Wealth Partners 0.14% Add +10.2% 906 $529K
Sweeney & Michel, LLC 0.23% Add +0.1% 901 $529K
Advus Financial Partners, LLC 0.16% No change 904 $528K
PDS Planning, Inc 0.05% Add +1.4% 904 $528K
Wilson & Boucher Capital Management, LLC 0.40% Add +13.7% 903 $527K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +3.6% 902 $527K
Deerfield Management Company, L.P. 0.01% New 902 $527K
S.A. Mason LLC 0.30% No change 900 $526K
Frank, Rimerman Advisors LLC 0.04% Add +14900.0% 900 $526K
Systematic Alpha Investments, LLC 0.02% No change 900 $526K
OneAscent Financial Services LLC 0.07% Reduce -2.6% 896 $524K
Crewe Advisors LLC 0.06% Reduce -1.3% 896 $523K
Dorsey & Whitney Trust CO LLC 0.04% Add +5.3% 891 $520K
Manchester Capital Management LLC 0.06% No change 890 $520K
Richard W. Paul & Associates, LLC 0.20% Add +1.1% 889 $519K
V-Square Quantitative Management LLC 0.08% Reduce -12.6% 889 $519K
Penserra Capital Management LLC 0.01% Reduce -4.3% 883 $515K
Lodestone Wealth Management LLC 0.27% Reduce -2.6% 880 $514K
Financial Counselors Inc. 0.01% Reduce -6.8% 877 $512K
Composition Wealth, LLC 0.01% Add +55.8% 874 $510K
CoreCap Advisors, LLC 0.05% Reduce -10.3% 871 $509K
HUB Investment Partners, LLC 0.02% Add +11.0% 870 $508K
Davis R M Inc. 0.01% No change 865 $505K
Scientech Research LLC 0.10% New 864 $505K
Veltria Advisors Corp. 0.18% Reduce -35.0% 858 $501K
Midland Wealth Advisors, LLC 0.03% Reduce -3.4% 858 $501K
Tompkins Financial Corp. 0.05% No change 855 $499K
Brooklyn Investment Group 0.21% No change 929 $498K
Catalyst Financial Partners LLC 0.11% Add +3.4% 849 $496K
CPC Advisors, LLC 0.08% Add +48.3% 847 $495K
Sunbelt Securities, Inc. 0.05% Add +0.1% 847 $495K
Verdad Advisers, LP 0.57% Add +80.2% 845 $494K
Insigneo Advisory Services, LLC 0.06% Add +25.8% 804 $493K
Insight 2811, Inc. 0.26% No change 841 $491K
1776 Wealth LLC 0.22% No change 838 $489K
First Nebraska Trust Co 0.05% No change 835 $488K
Quantum Portfolio Management LLC 0.28% Reduce -3.8% 833 $487K
Fisher Asset Management 0.00% Reduce -5.3% 828 $484K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.15% New 828 $484K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -0.6% 821 $479K
Cardinal Point Capital Management ULC 0.08% No change 812 $475K
Burt Wealth Advisors 0.13% No change 813 $475K
Fiera Capital Corp 0.00% Reduce -45.7% 809 $472K
Adero Partners, LLC 0.03% Add +0.3% 809 $472K
&partners 0.02% New 806 $471K
Modera Wealth Management, LLC 0.01% Add +2.2% 804 $470K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Add +4.0% 803 $469K
ZWJ Investment Counsel Inc. 0.02% No change 800 $467K
MCF Advisors LLC 0.04% Reduce -2.1% 792 $463K
Ossiam 0.01% Reduce -33.5% 790 $461K
Cullen Investment Group, LTD. 0.07% Reduce -5.5% 789 $461K
Wealth Alliance, LLC 0.06% Reduce -28.0% 786 $459K
Leavell Investment Management, Inc. 0.03% Add +66.2% 786 $459K
Gratus Capital, LLC 0.02% Add +1.9% 785 $458K
Kavar Capital Partners Group, LLC 0.08% No change 779 $455K
Good Life Advisors, LLC 0.04% Reduce -49.9% 777 $454K
Smith Anglin Financial, LLC 0.05% No change 777 $454K
Balyasny Asset Management L.P. 0.00% Reduce -99.5% 775 $453K
Seven Eight Capital, LP 0.05% Reduce -88.4% 771 $450K
Nations Financial Group Inc, /Ia/ 0.04% No change 770 $450K
Sawyer & Company, Inc 0.18% No change 767 $448K
Sage Mountain Advisors LLC 0.04% Add +7.9% 766 $447K
First National Bank & Trust Co. of Newtown 0.09% No change 763 $446K
Oxbow Advisors, LLC 0.05% No change 761 $444K
Venture Visionary Partners LLC 0.02% No change 761 $444K
Bright Futures Wealth Management, LLC. 0.24% No change 704 $444K
Accurate Wealth Management, LLC 0.11% Add +14.0% 764 $442K
Hollencrest Capital Management 0.02% No change 754 $440K
Catalina Capital Group, LLC 0.17% Add +31.2% 753 $440K
Marcum Wealth, LLC 0.04% Add +1.1% 752 $439K
49 Wealth Management, LLC 0.09% New 749 $439K
Central Pacific Bank - Trust Division 0.05% New 748 $437K
Pure Financial Advisors, LLC 0.01% Reduce -2.2% 743 $434K
One Degree Advisors Inc 0.21% Reduce -7.0% 743 $434K
Keel Point, LLC 0.04% Add +59.0% 784 $433K
Certified Advisory Corp 0.05% Add +0.6% 737 $430K
FinTrust Capital Advisors, LLC 0.08% Add +4.7% 736 $430K
Geneos Wealth Management Inc. 0.02% Add +22.8% 733 $428K
Marotta Asset Management 0.09% Add +0.3% 728 $427K
HTLF Bank 0.05% Add +5.2% 729 $426K
Interchange Capital Partners, LLC 0.16% New 728 $425K
Ethos Financial Group, LLC 0.08% Add +4.5% 723 $423K
Bahl & Gaynor LLC 0.00% Reduce -1.4% 721 $421K
Defined Wealth Management, LLC 0.29% Add +0.6% 716 $418K
FineMark National Bank & Trust 0.02% Add +4.1% 713 $416K
GPS Wealth Strategies Group, LLC 0.06% No change 712 $416K
Delta Investment Management, LLC 0.09% Add +1.4% 708 $414K
First Manhattan Co. Llc. 0.00% Add +0.1% 707 $413K
Range Financial Group LLC 0.21% Add +4.9% 706 $412K
Inscription Capital, LLC 0.07% Add +4.1% 705 $412K
Permanent Capital Management, LP 0.09% — 561 $411K
Greylin Investment Management, Inc 0.07% Reduce -2.4% 703 $411K
Hunter Associates Investment Management LLC 0.07% No change 701 $410K
Hilltop Holdings Inc. 0.05% Reduce -6.9% 702 $410K
MassMutual Private Wealth & Trust, FSB 0.01% Add +2.0% 701 $409K
Gallagher Fiduciary Advisors, LLC 0.09% Reduce -13.7% 700 $409K
Valmark Advisers, Inc. 0.01% Add +3.2% 700 $409K
Meritage Portfolio Management 0.03% No change 695 $406K
First Bancorp, Inc 0.30% No change 695 $406K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -73.9% 692 $404K
Capital Asset Advisory Services LLC 0.02% Add +1.0% 687 $403K
LMG Wealth Partners, LLC 0.10% No change 689 $402K
Axxcess Wealth Management, LLC 0.01% Add +0.7% 688 $402K
Marco Investment Management LLC 0.04% No change 686 $401K
Fifth Third Wealth Advisors LLC 0.03% New 686 $401K
Kanawha Capital Management LLC 0.03% Add +4.0% 682 $399K
Princeton Capital Management LLC 0.13% No change 681 $398K
Donaldson Capital Management, LLC 0.02% Add +8.6% 680 $397K
Trust Point Inc. 0.03% Reduce -28.8% 679 $397K
Etesian Wealth Advisors, Inc. 0.22% Reduce -8.9% 677 $395K
Cornerstone Wealth Group, LLC 0.04% Add +4.2% 675 $394K
Buckingham Capital Management, Inc. 0.05% No change 674 $394K
NBT Bank, N.A. 0.03% Reduce -3.6% 673 $393K
MKT Advisors LLC 0.19% No change 666 $391K
Grove Bank & Trust 0.06% Reduce -1.5% 665 $388K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.9% 662 $387K
Deseret Mutual Benefit Administrators 0.18% Reduce -1.2% 661 $386K
Sompo Asset Management Co., Ltd. 0.07% Add +6.5% 660 $385K
Nebula Research & Development LLC 0.06% Add +30.7% 660 $385K
Quadrant Private Wealth Management, LLC 0.09% Add +3.6% 654 $382K
Stock Yards Bank & Trust Co. 0.01% No change 651 $380K
Pegasus Partners Ltd. 0.04% No change 650 $380K
Tranquilli Financial Advisor LLC 0.25% Reduce -0.8% 647 $379K
IFG Advisory, LLC 0.02% New 648 $379K
Chesley Taft & Associates LLC 0.02% No change 647 $378K
FAS Wealth Partners, Inc. 0.03% Add +10.5% 642 $375K
Schwarz Dygos Wheeler Investment Advisors LLC 0.10% No change 640 $374K
First Foundation Advisors 0.01% Reduce -0.3% 640 $374K
Chiron Capital Management, LLC 0.36% No change 639 $373K
YHB Investment Advisors, Inc. 0.03% No change 637 $372K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -67.3% 637 $372K
Cynosure Group, LLC 0.06% Add +6.5% 635 $371K
Kades & Cheifetz LLC 0.23% No change 633 $370K
Lodestar Private Asset Management LLC 0.05% No change 633 $370K
Ariston Services Group 0.36% Reduce -0.6% 632 $369K
Ferguson Shapiro LLC 0.14% No change 628 $367K
Boyd Watterson Asset Management LLC 0.11% No change 627 $366K
Tiemann Investment Advisors, LLC 0.16% No change 625 $365K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 625 $365K
Aviance Capital Partners, LLC 0.05% Add +0.5% 623 $364K
Measured Wealth Private Client Group, LLC 0.13% Add +11.9% 613 $358K
Wilmington Savings Fund Society, FSB 0.01% No change 613 $358K
ForthRight Wealth Management, LLC 0.13% Reduce -2.6% 610 $356K
Chicago Partners Investment Group LLC 0.01% Add +1.0% 583 $355K
Bison Wealth, LLC 0.06% No change 658 $353K
Hummer Financial Advisory Services Inc 0.30% No change 600 $351K
Spectrum Asset Management, Inc. (NB/CA) 0.16% No change 600 $351K
Catalyst Funds Management Pty Ltd 0.09% Add +50.0% 600 $350K
Groesbeck Investment Management Corp. 0.48% No change 600 $350K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +3.3% 599 $350K
OneAscent Wealth Management LLC 0.18% Reduce -4.0% 597 $349K
Hamilton Capital, LLC 0.03% Reduce -32.2% 595 $347K
W.H. Cornerstone Investments Inc. 0.25% Add +0.2% 595 $347K
NDVR, Inc. 0.36% Reduce -6.3% 594 $347K
Allstate Corp. 0.03% Reduce -1.2% 590 $345K
Richwood Investment Advisors, LLC 0.30% Add +0.2% 590 $344K
Sentry Investment Management LLC 0.15% Reduce -17.0% 587 $343K
Marathon Strategic Advisors, LLC 0.40% No change 583 $340K
Aviso Wealth Management 0.20% New 582 $340K
Westshore Wealth, LLC 0.14% Reduce -1.7% 580 $339K
Arax Advisory Partners 0.03% Add +25.6% 578 $338K
Strategic Wealth Partners, Ltd. 0.04% Add +0.9% 578 $338K
Resources Management Corp. /CT/ 0.05% Add +1.1% 577 $337K
StoneX Group Inc. 0.03% Add +48.8% 576 $337K
Penobscot Investment Management Company, Inc. 0.03% No change 575 $336K
Burke & Herbert Bank & Trust Co. 0.08% No change 572 $334K
Gilman Hill Asset Management, LLC 0.06% No change 571 $333K
Baron Wealth Management LLC 0.17% Reduce -6.0% 567 $331K
Angeles Wealth Management, LLC 0.03% Add +38.3% 567 $331K
Cary Street Partners Investment Advisory LLC 0.01% New 563 $329K
Simon Quick Advisors, LLC 0.02% Add +32.0% 561 $328K
West Paces Advisors Inc. 0.09% Reduce -14.5% 560 $327K
Planned Solutions, Inc. 0.16% Add +2.8% 553 $323K
Mosley Wealth Management 0.27% Reduce -4.7% 552 $322K
Ausdal Financial Partners, Inc. 0.03% Reduce -7.4% 550 $321K
CRA Financial Services, LLC 0.06% Reduce -1.1% 550 $321K
Clear Point Advisors Inc. 0.26% No change 548 $320K
Wealth Quarterback LLC 0.18% Reduce -1.8% 545 $318K
Aspiriant, LLC 0.01% Reduce -10.4% 543 $317K
Paragon Financial Partners, Inc. 0.25% No change 539 $315K
GM Advisory Group, LLC 0.02% Reduce -2.4% 537 $314K
GC Wealth Management RIA, LLC 0.06% Reduce -4.6% 536 $313K
Fielder Capital Group LLC 0.12% Add +1.1% 526 $307K
Quad-Cities Investment Group, LLC 0.17% Reduce -0.6% 526 $307K
Legacy Financial Advisors, Inc. 0.05% Add +6.0% 526 $307K
Dixon Fnancial Services, Inc. 0.17% No change 525 $307K
EagleClaw Capital Managment, LLC 0.06% Reduce -4.5% 525 $307K
First Business Financial Services, Inc. 0.03% No change 523 $305K
Independent Financial Group, LLC 0.01% New 522 $305K
Vima LLC 0.67% Reduce -3.7% 520 $304K
Fort, L.P. 0.77% Reduce -3.0% 513 $300K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Add +33.1% 511 $298K
Meadow Creek Wealth Advisors LLC 0.28% Add +14.2% 508 $297K
Heritage Wealth Advisors 0.01% No change 508 $297K
Steel Grove Capital Advisors, LLC 0.04% No change 508 $297K
Regatta Capital Group, LLC 0.06% Reduce -0.6% 506 $296K
National Wealth Management Group, LLC 0.22% New 505 $295K
BLB&B Advisors, LLC 0.02% No change 504 $294K
Consolidated Portfolio Review Corp 0.07% New 503 $294K
L2 Asset Management, LLC 0.09% Add +7.0% 503 $294K
Acorn Financial Advisory Services Inc. 0.05% No change 502 $293K
Wills Financial Group, Inc. 0.13% No change 500 $292K
PGIM Custom Harvest LLC 0.01% Reduce -23.7% 500 $292K
Boston Mountain Money Management Inc. 0.19% Add +0.2% 499 $291K
Proficio Capital Partners LLC 0.03% Add +3.1% 497 $290K
Am Investment Strategies LLC 0.07% Add +0.2% 496 $289K
Five Oceans Advisors 0.15% Reduce -7.8% 494 $289K
Bell Bank 0.02% No change 492 $287K
Continuum Advisory, LLC 0.04% Reduce -92.1% 490 $286K
Premier Path Wealth Partners, LLC 0.05% Add +8.7% 488 $285K
Wayfinding Financial, LLC 0.16% Add +1.7% 487 $285K
Palisades Hudson Asset Management, L.P. 0.13% No change 486 $285K
E Fund Management Co., Ltd. 0.02% Reduce -9.5% 487 $284K
Tritonpoint Wealth, LLC 0.03% Reduce -2.2% 486 $284K
Intrua Financial, LLC 0.05% Add +0.6% 486 $284K
Vertex Planning Partners, LLC 0.07% Reduce -2.2% 481 $281K
Silver Oak Securities, Incorporated 0.04% No change 480 $280K
Menard Financial Group LLC 0.20% New 479 $280K
RMR Wealth Builders 0.03% Add +3.2% 479 $280K
Gryphon Financial Partners LLC 0.04% New 476 $278K
Klein Pavlis & Peasley Financial, Inc. 0.25% New 476 $278K
Kowal Investment Group, LLC 0.06% Add +6.5% 474 $277K
Childress Capital Advisors, LLC 0.08% Reduce -3.5% 473 $276K
McLean Asset Management Corp 0.09% Add +1.5% 470 $276K
Sonora Investment Management Group, LLC 0.02% No change 513 $276K
Parkside Financial Bank & Trust 0.04% Add +1.1% 471 $275K
Garrett Wealth Advisory Group, LLC 0.10% No change 470 $275K
Main Street Group, LTD 0.13% Add +2.4% 466 $273K
Roman Butler Fullerton & Co. 0.09% New 464 $272K
SMART Wealth LLC 0.11% Add +9.7% 465 $272K
Smithfield Trust Co 0.01% Reduce -6.3% 462 $270K
Cascade Investment Advisors, Inc. 0.18% No change 460 $269K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +206.7% 460 $269K
Shulman DeMeo Asset Management LLC 0.07% Reduce -2.8% 458 $268K
Hayek Kallen Investment Management 0.10% No change 455 $266K
Wellspring Financial Advisors, LLC 0.03% New 452 $264K
RiverFront Investment Group, LLC 0.01% New 452 $264K
Ibex Wealth Advisors 0.04% New 449 $262K
PFG Private Wealth Management, LLC 0.16% Add +0.5% 448 $262K
1ST Source Bank 0.02% Reduce -1.8% 446 $260K
Camelot Portfolios, LLC 0.15% New 446 $260K
Intrust Bank NA 0.03% No change 445 $260K
Inceptionr LLC 0.07% Reduce -86.3% 443 $259K
Icon Wealth Advisors, LLC 0.02% Add +20.1% 419 $258K
Birchcreek Wealth Management, LLC 0.14% Add +6.5% 441 $258K
Berger Financial Group, Inc 0.02% Add +1.4% 440 $257K
Significant Wealth Partners LLC 0.14% New 440 $257K
StrongBox Wealth, LLC 0.12% Reduce -2.2% 439 $256K
Cromwell Holdings LLC 0.15% — 438 $256K
Legacy Edge Advisors, LLC 0.05% Add +4.0% 437 $255K
Rothschild Investment LLC 0.02% Add +61.3% 437 $255K
Abbrea Capital, LLC 0.03% Reduce -13.0% 435 $254K
Arden Trust Co 0.04% Reduce -11.8% 434 $253K
Angeles Investment Advisors, LLC 0.01% Reduce -53.8% 433 $253K
Visionary Wealth Advisors 0.02% Add +4.1% 432 $253K
LBMC Investment Advisors, LLC 0.02% No change 430 $251K
FDx Advisors, Inc. 0.07% Reduce -41.5% 429 $251K
Tsfg, LLC 0.06% Reduce -0.9% 430 $251K
Kapitalo Investimentos Ltda 0.08% Reduce -37.2% 429 $251K
PFG Investments, LLC 0.02% New 427 $249K
Sabal Trust CO 0.01% Add +5.7% 427 $249K
Wealth Management Associates, Inc. 0.12% No change 426 $249K
Regent Peak Wealth Advisors LLC 0.06% Add +2.2% 426 $249K
Parthenon LLC 0.03% No change 426 $249K
Harbert Fund Advisors, LLC 0.20% Reduce -81.9% 425 $248K
Goldstein Advisors, LLC 0.04% New 425 $248K
Cidel Asset Management Inc. 0.02% No change 425 $248K
Waterloo Capital, L.P. 0.03% New 422 $246K
Navellier & Associates Inc. 0.03% Reduce -0.9% 421 $246K
Commerzbank Aktiengesellschaft 0.01% Add +7.7% 418 $245K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.2% 418 $244K
Journey Strategic Wealth LLC 0.01% New 418 $244K
Prosperity Consulting Group, LLC 0.03% Add +10.6% 417 $244K
Everpar Advisors LLC 0.12% New 416 $243K
Obsidian Personal Planning Solutions LLC 0.15% No change 414 $242K
Baker Avenue Asset Management, LP 0.01% New 414 $242K
Paragon Private Wealth Management, LLC 0.14% New 410 $239K
Prio Wealth Limited Partnership 0.01% No change 409 $239K
Leo Wealth, LLC 0.02% Add +2.8% 408 $238K
Vaughan David Investments LLC 0.01% New 407 $238K
Woodward Diversified Capital, LLC 0.14% Reduce -7.1% 407 $238K
One Day In July LLC 0.03% Add +1.0% 407 $238K
Provenance Wealth Advisors, LLC 0.03% Reduce -47.4% 405 $237K
Webster Bank, N. A. 0.03% Reduce -1.5% 405 $237K
Girard Partners LTD. 0.02% Reduce -1.2% 405 $237K
Tandem Investment Advisors, Inc. 0.01% Reduce -19.5% 404 $236K
Breakwater Capital Group 0.05% New 403 $235K
Beach Investment Counsel Inc. 0.03% New 400 $234K
Alta Advisers Ltd 0.11% No change 400 $234K
Waypoint Wealth Partners Inc. 0.07% New 400 $234K
Capital Investment Advisory Services, LLC 0.02% New 398 $233K
Clean Yield Group 0.09% No change 397 $232K
ERn Financial, LLC 0.04% No change 397 $232K
Aspen Investment Management Inc 0.12% Reduce -34.7% 395 $231K
Parisi Gray Wealth Management 0.08% Reduce -24.2% 394 $230K
Tucker Asset Management LLC 0.05% New 394 $230K
Hamilton Wealth, LLC 0.06% No change 391 $228K
Beaumont Financial Advisors, LLC 0.02% Add +1.8% 390 $228K
Wealthstream Advisors, Inc. 0.08% Add +3.5% 389 $227K
Bar Harbor Wealth Management 0.02% Reduce -2.3% 388 $227K
Successful Portfolios LLC 0.16% No change 384 $224K
Salem Investment Counselors Inc. 0.01% No change 383 $224K
Traveka Wealth, LLC 0.11% No change 381 $223K
Pacific Sage Partners, LLC 0.06% New 381 $223K
Westover Capital Advisors, LLC 0.06% New 379 $221K
Crestwood Advisors Group, LLC 0.00% New 379 $221K
Relative Value Partners Group, LLC 0.03% New 378 $221K
Lake Street Private Wealth, LLC 0.03% No change 378 $221K
First Trust Investment Solutions L.P. 0.03% New 378 $221K
Seaside Wealth Management, Inc. 0.09% No change 377 $220K
Kapstone Financial Advisors LLC 0.14% Reduce -0.8% 377 $220K
Stokes Family Office, LLC 0.03% New 376 $220K
Alpha Family Trust 0.13% No change 375 $219K
FLC Capital Advisors 0.05% No change 375 $219K
Bard Financial Services, Inc. 0.02% No change 375 $219K
Armstrong Advisory Group, Inc. 0.02% Reduce -10.9% 375 $219K
Union Savings Bank 0.12% No change 375 $219K
ORG Partners LLC 0.03% Add +36.9% 371 $218K
C M Bidwell & Associates Ltd. 0.15% No change 372 $217K
Murphy, Middleton, Hinkle & Parker, Inc. 0.13% New 372 $217K
Key Financial Inc 0.05% Add +94.8% 372 $217K
Gibbs Wealth Management 0.09% New 369 $216K
9258 Wealth Management, LLC 0.03% New 369 $216K
Busey Bank 0.01% Reduce -6.6% 369 $216K
Epoch Investment Partners, Inc. 0.00% New 368 $215K
TRUE Private Wealth Advisors 0.02% New 367 $214K
Cyndeo Wealth Partners, LLC 0.02% Reduce -7.8% 367 $214K
Strategic Wealth Investment Group, LLC 0.03% — 365 $214K
Alaethes Wealth, LLC 0.09% New 366 $214K
XML Financial, LLC 0.02% Reduce -8.0% 366 $214K
United Community Bank 0.09% Reduce -2.7% 366 $214K
SYM FINANCIAL Corp 0.03% New 366 $214K
Nicolet Advisory Services, LLC 0.02% New 363 $213K
Cypress Wealth Services, LLC 0.05% New 364 $213K
Destination Wealth Management 0.01% New 364 $213K
Sivia Capital Partners, LLC 0.14% Reduce -58.2% 362 $211K
Americana Partners, LLC 0.02% New 361 $211K
Financial Synergies Wealth Advisors, Inc. 0.03% No change 360 $210K
Tempus Wealth Planning, LLC 0.09% New 360 $210K
Quotient Wealth Partners, LLC 0.01% Reduce -59.8% 360 $210K
Sandy Spring Bank 0.01% Add +2.9% 359 $210K
Narus Financial Partners, LLC 0.08% New 359 $210K
Smith, Moore & Co. 0.02% New 356 $208K
Adirondack Trust Co. 0.08% No change 355 $207K
Boston Family Office LLC 0.01% New 355 $207K
Callan Capital, LLC 0.02% New 354 $207K
Talbot Financial, LLC 0.03% New 351 $205K
AlphaStar Capital Management, LLC 0.02% Reduce -21.1% 351 $205K
Aberdeen Wealth Management LLC 0.14% New 350 $204K
Mraz, Amerine & Associates, Inc. 0.04% Reduce -14.4% 350 $204K
Synergy Asset Management, LLC 0.03% New 349 $204K
Fortis Advisors, LLC 0.14% New 348 $203K
Trust Co. of Vermont 0.01% No change 348 $203K
Centaurus Financial, Inc. 0.01% Add +23.4% 348 $203K
M3 Advisory Group, LLC 0.17% New 347 $202K
Colonial Trust Co / SC 0.04% Add +3.6% 344 $201K
Fairfield Financial Advisors, LTD 0.06% — 343 $200K
Mfa Wealth Advisors, LLC 0.04% New 340 $199K
West Oak Capital, LLC 0.08% Add +17.9% 330 $193K
SouthState Bank Corp 0.01% Add +1.3% 324 $189K
Addison Advisors LLC 0.06% Add +1.3% 321 $187K
Union Investments & Development Ltd. 1.18% Reduce -48.4% 320 $187K
LRI Investments, LLC 0.02% Add +503.8% 320 $187K
AlphaCentric Advisors LLC 0.14% Add +53.7% 315 $184K
RE Dickinson Investment Advisors, LLC 0.11% No change 315 $184K
Allianz SE 0.01% No change 310 $181K
Quarry LP 0.08% Add +258.1% 308 $180K
Macroview Investment Management LLC 0.19% No change 303 $177K
Glen Eagle Advisors, LLC 0.03% Add +68.2% 301 $176K
Virtus Investment Advisers, LLC 0.16% Reduce -34.1% 298 $174K
Evermay Wealth Management LLC 0.03% No change 294 $172K
Pacific Center for Financial Services 0.05% Reduce -17.3% 286 $167K
Capital Analysts, LLC 0.01% Add +0.7% 284 $166K
Versant Capital Management, Inc 0.04% Add +18.9% 277 $162K
Nkcfo LLC 0.09% No change 275 $161K
First Command Advisory Services, Inc. 0.00% No change 270 $158K
GW&K Investment Management, LLC 0.00% Add +6.9% 264 $154K
Sound Income Strategies, LLC 0.01% Add +1215.0% 263 $154K
Archer Investment Corp 0.04% Add +58.2% 261 $152K
TCTC Holdings, LLC 0.01% No change 260 $152K
Davis Capital Management 0.13% Reduce -6.0% 253 $148K
Paladin Advisory Group, LLC 0.11% No change 251 $147K
BOK Financial Private Wealth, Inc. 0.01% No change 250 $146K
Householder Group Estate & Retirement Specialist, LLC 0.04% No change 246 $144K
Wetzel Investment Advisors, Inc. 0.08% No change 262 $141K
Kelly Lawrence W & Associates Inc. 0.03% New 240 $140K
Transamerica Financial Advisors, LLC 0.01% No change 234 $137K
General Partner, Inc. 0.09% No change 234 $137K
CVA Family Office, LLC 0.02% Reduce -0.4% 234 $137K
Valley National Advisers Inc. 0.02% Reduce -2.5% 230 $134K
Trifecta Capital Advisors, LLC 0.03% No change 227 $133K
First United Bank & Trust 0.05% No change 225 $131K
Louisbourg Investments Inc. 0.04% No change 222 $130K
Avior Wealth Management, LLC 0.01% Reduce -62.9% 221 $129K
Headlands Technologies LLC 0.01% Add +77.4% 220 $128K
Leonteq Securities AG 0.02% Add +28.7% 215 $126K
J.Safra Asset Management Corp 0.01% No change 212 $124K
Avion Wealth 0.03% Add +1.5% 208 $121K
City Holding Co. 0.02% No change 200 $117K
Bay Harbor Wealth Management, LLC 0.04% Add +0.5% 197 $115K
Westside Investment Management, Inc. 0.03% Add +2.5% 205 $115K
Centerpoint Advisors, LLC 0.04% No change 194 $113K
RFP Financial Group LLC 0.04% Add +9.8% 191 $112K
Fortitude Family Office, LLC 0.06% Add +555.2% 190 $111K
Acropolis Investment Management, LLC 0.01% New 181 $106K
Covestor Ltd 0.07% Reduce -11.7% 173 $102K
North Star Investment Management Corp. 0.01% No change 172 $100K
Eagle Bay Advisors LLC 0.06% Reduce -33.1% 166 $97K
Salomon & Ludwin, LLC 0.01% Reduce -61.5% 166 $97K
Laurel Wealth Advisors LLC 0.02% No change 165 $96K
Castleview Partners, LLC 0.05% Add +55.7% 165 $96K
Pacifica Partners Inc. 0.04% No change 164 $96K
LGT Financial Advisors LLC 0.20% Reduce -76.9% 162 $95K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 159 $93K
Delta Asset Management LLC 0.01% Reduce -1.3% 158 $93K
Tacita Capital Inc 0.06% Reduce -16.7% 155 $91K
MV Capital Management, Inc. 0.01% Add +5.8% 147 $86K
Orion Capital Management LLC 0.04% No change 144 $84K
Concord Wealth Partners 0.01% Reduce -12.6% 139 $81K
Zions Bancorporation, N.A. 0.01% Reduce -1.5% 133 $78K
Bank of New Hampshire 0.02% No change 124 $72K
Financial Perspectives, Inc 0.03% No change 122 $71K
Janiczek Wealth Management, LLC 0.01% Add +27.4% 121 $71K
Private Wealth Management Group, LLC 0.03% Reduce -10.8% 116 $68K
Ransom Advisory, Ltd 0.03% Add +1177.8% 115 $67K
Liberty Wealth Management LLC 0.01% New 54,338 $67K
Capital Advisors, Ltd. LLC 0.01% Add +15.2% 114 $67K
State of Wyoming 0.01% New 114 $67K
WR Wealth Planners, LLC 0.02% Add +13.8% 107 $62K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 105 $61K
SYSTM Wealth Solutions LLC 0.01% Reduce -96.6% 103 $60K
Chelsea Counsel Co. 0.03% New 100 $58K
ICA Group Wealth Management, LLC 0.04% Reduce -73.3% 100 $58K
Birchbrook, Inc. 0.04% No change 100 $58K
Mizuho Bank, Ltd. 0.01% New 100 $58K
Peoples Financial Services Corp. 0.03% No change 100 $58K
Elevation Wealth Partners, LLC 0.03% Add +10.0% 99 $58K
WASHINGTON TRUST Co 0.00% No change 97 $57K
Pinnacle Bancorp, Inc. 0.02% No change 93 $54K
Riverview Trust Co 0.05% No change 91 $53K
Centennial Bank 0.03% New 90 $53K
Carmichael Hill & Associates, Inc. 0.02% New 89 $52K
Bollard Group LLC 0.00% No change 86 $50K
TFC Financial Management, Inc. 0.01% No change 84 $49K
Evolution Advisers, Inc. 0.03% No change 83 $48K
Carolinas Wealth Consulting LLC 0.01% Add +1.2% 82 $47K
AlphaMark Advisors, LLC 0.02% No change 80 $47K
Partnership Wealth Management, LLC 0.03% Reduce -55.8% 80 $47K
Disciplina Capital Management LLC 0.01% No change 77 $45K
Rise Advisors, LLC 0.02% No change 74 $43K
Sachetta, LLC 0.02% Add +12.1% 65 $40K
Richardson Financial Services Inc. 0.03% No change 66 $39K
Washington Trust Advisors, Inc. 0.00% Reduce -9.0% 61 $36K
SJS Investment Consulting Inc. 0.01% No change 61 $36K
Spectrum Wealth Counsel, LLC 0.00% Reduce -20.0% 60 $35K
Spotlight Asset Group, Inc. 0.02% No change 60 $35K
Ofi Invest Asset Management 0.00% Reduce -1.6% 63 $34K
Cape Investment Advisory, Inc. 0.02% Add +38.1% 58 $34K
Motco 0.00% Reduce -18.3% 58 $34K
Plante Moran Financial Advisors, LLC 0.00% No change 57 $33K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -12.5% 56 $33K
Register Financial Advisors LLC 0.02% No change 54 $32K
Marquette Asset Management, LLC 0.01% No change 52 $30K
Clearstead Trust, LLC 0.01% No change 52 $30K
VitalStone Financial, LLC 0.02% No change 51 $30K
Sittner & Nelson, LLC 0.01% No change 50 $29K
Dagco, Inc. 0.01% No change 50 $29K
Core Alternative Capital 0.01% No change 49 $29K
Harbor Investment Advisory, LLC 0.00% Add +2.2% 46 $27K
Annapolis Financial Services, LLC 0.01% No change 45 $26K
Bell Investment Advisors, Inc 0.01% Add +2.3% 45 $26K
Bogart Wealth, LLC 0.00% No change 44 $26K
Valued Wealth Advisors LLC 0.02% No change 41 $24K
Aspect Partners, LLC 0.01% No change 41 $24K
Mascoma Wealth Management LLC 0.01% No change 41 $24K
Atwood & Palmer Inc. 0.00% New 41 $24K
Tanglewood Legacy Advisors, LLC 0.01% No change 40 $23K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +122.2% 40 $23K
Canton Hathaway, LLC 0.01% No change 40 $23K
Cedar Wealth Management, LLC 0.01% No change 39 $23K
Naples Money Management LLC 0.02% No change 38 $22K
First Financial Corp. 0.01% No change 38 $22K
Bruce G. Allen Investments, LLC 0.02% Reduce -7.9% 35 $20K
Gilliland Jeter Wealth Management LLC 0.01% No change 35 $20K
Criterion Capital Advisors, LLC 0.01% Reduce -32.0% 34 $20K
Loomis Sayles & Co. L P 0.00% No change 33 $19K
Front Row Advisors LLC 0.01% Reduce -8.6% 32 $19K
Voisard Asset Management Group, Inc. 0.01% No change 32 $19K
Hobbs Group Advisors, LLC 0.01% — 31 $18K
AdvisorNet Financial, Inc 0.00% Reduce -11.4% 31 $18K
Abound Wealth Management 0.01% Reduce -3.2% 30 $18K
Hoey Investments, Inc. 0.00% No change 30 $18K
American National Bank & Trust 0.00% New 30 $18K
HHM Wealth Advisors, LLC 0.00% No change 28 $16K
JNBA Financial Advisors 0.00% Reduce -48.1% 28 $16K
St Germain D J Co. Inc. 0.00% New 26 $15K
DT Investment Partners, LLC 0.00% New 25 $15K
IAG Wealth Partners, LLC 0.00% New 24 $14K
Cherry Tree Wealth Management, LLC 0.00% No change 23 $13K
Triad Wealth Partners, LLC 0.01% New 20 $12K
Godsey & Gibb, Inc. 0.00% New 20 $12K
Stephens Consulting, LLC 0.00% New 19 $11K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 19 $11K
Pittenger & Anderson Inc. 0.00% New 19 $11K
Sugarloaf Wealth Management, LLC 0.00% No change 18 $11K
DiNuzzo Private Wealth, Inc. 0.00% Add +6.3% 17 $10K
HighMark Wealth Management LLC 0.01% Add +14.3% 16 $9K
Financial Management Professionals, Inc. 0.00% Add +45.5% 16 $9K
Lynx Investment Advisory 0.01% — 15 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 15 $9K
Redmont Wealth Advisors LLC 0.01% No change 14 $8K
Solstein Capital, LLC 0.01% No change 14 $8K
Fairway Wealth LLC 0.00% New 14 $8K
Coppell Advisory Solutions LLC 0.00% — 14 $8K
Coston, McIsaac & Partners 0.00% No change 13 $8K
Hexagon Capital Partners LLC 0.00% Add +8.3% 13 $8K
Proffitt & Goodson Inc. 0.00% New 13 $8K
Estabrook Capital Management 0.00% No change 13 $8K
Country Trust Bank 0.00% No change 13 $8K
Dunhill Financial, LLC 0.00% Add +20.0% 12 $7K
Tyler-Stone Wealth Management 0.00% No change 12 $7K
Raffa Wealth Management, LLC 0.00% No change 12 $7K
Ridgewood Investments LLC 0.00% New 12 $7K
Rosenberg Matthew Hamilton 0.00% No change 11 $6K
Byrne Asset Management LLC 0.00% No change 10 $6K
Gradient Investments LLC 0.00% Reduce -9.1% 10 $6K
New Millennium Group LLC 0.00% New 10 $6K
Piscataqua Savings Bank 0.01% Reduce -37.5% 10 $6K
Halpern Financial, Inc. 0.00% New 10 $6K
Pineridge Advisors LLC 0.00% No change 9 $5K
Highline Wealth Partners LLC 0.00% Add +14.3% 8 $5K
Park Place Capital Corp 0.00% No change 8 $5K
Wolff Wiese Magana LLC 0.00% No change 7 $4K
Mark Sheptoff Financial Planning, LLC 0.00% No change 7 $4K
Ruedi Wealth Management, Inc. 0.00% New 7 $4K
Abich Financial Wealth Management LLC 0.00% Reduce -60.0% 6 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 6 $4K
Riggs Asset Managment Co. Inc. 0.00% Add +20.0% 6 $4K
True Wealth Design, LLC 0.00% Add +25.0% 5 $3K
Arcadia Investment Management Corp. 0.00% No change 5 $3K
WealthCollab, LLC 0.00% No change 4 $2K
Gold Investment Management Ltd. 0.00% No change 4 $2K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 4 $2K
Farmers & Merchants Investments Inc. 0.00% New 4 $2K
Cornerstone Planning Group LLC 0.00% Add +50.0% 3 $2K
Nvwm, LLC 0.00% Add +50.0% 3 $2K
Global Financial Private Client, LLC 0.00% No change 3 $2K
Tortoise Investment Management, LLC 0.00% No change 3 $2K
PEAK6 Investments LLC 0.00% Add +200.0% 3 $2K
Delos Wealth Advisors, LLC 0.00% No change 2 $1K
Frazier Financial Advisors, LLC 0.00% No change 2 $1K
Financial Network Wealth Advisors LLC 0.00% New 2 $1K
Private Ocean, LLC 0.00% New 2 $1K
WestEnd Advisors, LLC 0.00% No change 2 $1K
Strengthening Families & Communities, LLC 0.00% New 1 $1K
Baldwin Wealth Partners LLC 0.00% New 1 $584
McClarren Financial Advisors, Inc. 0.00% Add +57.0% 584 $217

"% of holder's portfolio" is MCK's weight in each manager's 13F, not the share of McKesson Corp. the manager owns.