Altria GroupMO

13F holders, Q2 2024 (June 30)
1,917holders +16
122new positions
109sold out
10famous investors
$45.62avg. 13F price*

At the end of Q2 2024, 1,917 institutions reported holding Altria Group Inc. (MO) in their 13F filings, up 16 from Q1 2024. 122 opened new positions and 109 sold out. The largest holders were Vanguard Group Inc. ($7.1B), BlackRock Inc. ($5.7B) and State Street Corp. ($3.2B). 10 famous investors held it, including Bill Nygren (0.9% of Harris Associates (Oakmark Funds)'s portfolio), Cliff Asness (0.5% of AQR Capital Management's portfolio) and Ray Dalio (0.3% of Bridgewater Associates's portfolio).

Company
Altria Group Inc.
Sector
Health Care
CUSIP
02209S103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions122$105.8M
Exits109$162.8M

All 13F filers, Q1 2024 → Q2 2024: 40,107,210 shares bought and 78,716,675 shares sold, net −38,609,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,917 holders

Vanguard Group Inc. 0.14% Reduce -2.4% 156,119,165 $7.1B
BlackRock Inc. 0.13% Reduce -0.9% 125,495,770 $5.7B
State Street Corp. 0.14% Add +2.6% 69,570,948 $3.2B
Capital World Investors 0.50% Reduce -5.6% 66,873,044 $3.0B
Charles Schwab Investment Management Inc. 0.49% Add +0.4% 56,918,482 $2.6B
Geode Capital Management, LLC 0.16% Add +0.5% 39,800,154 $1.8B
Morgan Stanley 0.07% Reduce -60.0% 18,744,541 $853.8M
Goldman Sachs Group Inc. 0.15% Add +142.3% 17,358,313 $790.7M
Arrowstreet Capital, Limited Partnership 0.64% Add +26.6% 15,933,876 $725.8M
Northern Trust Corp. 0.12% Reduce -0.8% 15,617,231 $711.4M
Bank of New York Mellon Corp 0.12% Reduce -3.8% 14,097,680 $642.1M
Bank of America Corp. 0.05% Reduce -5.6% 12,351,075 $562.6M
Capital Research Global Investors 0.12% Reduce -0.0% 12,042,136 $548.5M
FMR LLC 0.03% Reduce -40.4% 11,661,570 $531.2M
Harris Associates (Oakmark Funds) 0.88% Add +4.6% 11,440,069 $521.1M
Pacer Advisors, Inc. 1.17% Reduce -3.9% 10,907,726 $496.8M
Invesco Ltd. 0.10% Reduce -8.0% 10,753,505 $489.8M
JPMorgan Chase & Co. 0.04% Add +29.6% 10,226,609 $465.8M
Ameriprise Financial Inc. 0.12% Reduce -0.1% 10,065,485 $452.8M
Legal & General Group Plc 0.12% Reduce -4.2% 9,047,257 $412.1M
Van Eck Associates Corp. 0.57% Reduce -0.6% 8,708,437 $396.7M
Royal Bank of Canada 0.08% Reduce -7.5% 7,046,919 $321.0M
AQR Capital Management 0.45% Add +25.0% 6,490,441 $295.1M
UBS Group AG 0.09% Add +0.7% 6,330,571 $288.4M
First Trust Advisors LP 0.28% Add +4.1% 6,091,647 $277.5M
Fayez Sarofim & Co 0.72% Reduce -4.7% 5,857,048 $266.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +29.8% 5,851,927 $266.6M
Balyasny Asset Management L.P. 0.70% Add +31.1% 5,821,316 $265.2M
HSBC Holdings PLC 0.15% Add +31.3% 5,131,246 $233.6M
Swiss National Bank 0.16% Reduce -4.0% 5,085,500 $231.6M
Victory Capital Management Inc. 0.24% Add +5.0% 5,060,589 $230.5M
LSV Asset Management 0.49% Add +4.6% 4,888,137 $222.7M
London Co. of Virginia 1.24% Reduce -4.6% 4,843,674 $220.6M
Dimensional Fund Advisors LP 0.05% Reduce -1.4% 4,550,678 $207.3M
Wells Fargo & Company 0.05% Add +0.0% 4,176,840 $190.3M
Truist Financial Corp. 0.29% Reduce -2.5% 4,161,643 $189.6M
Barclays PLC 0.08% Reduce -38.5% 3,898,521 $177.6M
Nuveen Asset Management, LLC 0.05% Reduce -6.9% 3,598,564 $164.0M
Bank of Montreal 0.05% Add +0.2% 3,015,691 $156.8M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -10.0% 3,380,036 $154.0M
National Pension Service 0.18% Add +1.6% 3,363,556 $153.2M
Envestnet Asset Management Inc. 0.05% Add +0.1% 3,338,649 $152.1M
Deutsche Bank AG 0.07% Reduce -26.3% 3,263,149 $148.6M
T. Rowe Price Associates Inc. 0.02% Reduce -0.1% 3,116,521 $142.0M
Rhumbline Advisers 0.13% Reduce -4.3% 3,018,949 $137.5M
FIL Ltd 0.13% Reduce -35.4% 2,990,000 $136.2M
Swiss Life Asset Management Ltd 1.55% Add +3.3% 2,894,419 $131.8M
Cullen Capital Management, LLC 1.50% Reduce -2.5% 2,862,003 $130.4M
Allianz Asset Management GmbH 0.20% Reduce -7.7% 2,772,862 $126.3M
LPL Financial LLC 0.06% Add +9.1% 2,677,025 $121.9M
BNP Paribas Financial Markets 0.13% Add +60.0% 2,647,414 $120.6M
New York State Common Retirement Fund 0.16% Reduce -3.9% 2,599,500 $118.4M
Two Sigma Investments, LP 0.28% Reduce -35.3% 2,469,225 $112.5M
Two Sigma Advisers, LP 0.25% Add +10.3% 2,468,300 $112.4M
Jane Street Group, LLC 0.12% Add +43.8% 2,332,179 $106.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +11.1% 2,314,131 $105.4M
Alliancebernstein L.P. 0.04% Reduce -4.0% 2,266,822 $103.3M
Massachusetts Financial Services Co. 0.03% Add +24.6% 2,141,605 $97.6M
Franklin Resources Inc. 0.03% Add +50.3% 2,113,193 $96.3M
Assetmark, Inc. 0.29% Reduce -0.7% 2,076,249 $94.6M
State Board of Administration of Florida Retirement System 0.18% Reduce -6.1% 1,983,354 $90.3M
Principal Financial Group Inc. 0.05% Reduce -2.4% 1,965,735 $89.5M
O'shaughnessy Asset Management, LLC 0.92% Add +0.8% 1,947,374 $88.7M
Artisan Partners Limited Partnership 0.13% Add +1.1% 1,946,930 $88.7M
Railway Pension Investments Ltd 1.05% Reduce -6.2% 1,926,500 $87.8M
Citigroup Inc. 0.08% Add +16.8% 1,921,201 $87.5M
Prudential Financial Inc. 0.13% Reduce -15.5% 1,912,755 $87.1M
Mackenzie Financial Corp. 0.13% Reduce -0.7% 1,905,643 $86.8M
PNC Financial Services Group, Inc. 0.06% Reduce -3.8% 1,877,487 $85.5M
New York State Teachers Retirement System 0.17% Reduce -6.4% 1,811,270 $82.5M
United Services Automobile Association 2.05% Reduce -1.4% 1,774,668 $80.8M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -4.8% 1,647,632 $75.0M
Capital International Investors 0.01% Reduce -65.9% 1,569,447 $71.5M
Raymond James & Associates 0.05% Reduce -3.9% 1,514,537 $69.0M
Stifel Financial Corp. 0.07% Add +2.7% 1,459,899 $66.5M
Commonwealth Equity Services, LLC 0.10% Add +0.6% 1,423,990 $64.9M
Voya Investment Management LLC 0.07% Reduce -2.7% 1,321,350 $60.2M
Acadian Asset Management LLC 0.18% Reduce -13.6% 1,299,942 $59.2M
HighTower Advisors, LLC 0.09% Reduce -1.9% 1,257,477 $57.3M
Osaic Holdings, Inc. 0.13% Reduce -12.8% 1,163,271 $53.0M
State of Wisconsin Investment Board 0.14% Add +7.1% 1,149,129 $52.3M
Manufacturers Life Insurance Company, The 0.05% Reduce -0.8% 1,122,574 $51.1M
Mirae Asset Global Investments Co., Ltd. 0.25% Reduce -16.8% 1,118,496 $50.8M
Bridgewater Associates 0.26% Reduce -4.3% 1,108,460 $50.5M
RNC Capital Management LLC 2.77% Add +19.6% 1,098,259 $50.0M
Sei Investments Co. 0.07% Add +4.1% 1,097,005 $50.0M
Nordea Investment Management AB 0.06% Add +3.4% 1,063,203 $48.4M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -2.5% 1,052,821 $48.0M
TD Asset Management Inc 0.04% Add +3.8% 1,023,472 $46.6M
Brandywine Global Investment Management, LLC 0.35% Add +12.7% 1,011,170 $46.1M
Cetera Investment Advisers 0.11% Add +1.8% 1,001,756 $45.6M
Primecap Management Co. 0.03% Reduce -2.0% 967,500 $44.1M
Retirement Systems of Alabama 0.17% Reduce -4.5% 949,964 $43.3M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -3.9% 944,312 $43.0M
Janney Montgomery Scott LLC 0.13% Add +10.2% 938,408 $42.7M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -9.2% 901,650 $41.1M
Public Employees Retirement System of Ohio 0.16% Reduce -2.9% 893,872 $40.7M
Zacks Investment Management 0.45% Add +3.4% 882,307 $40.2M
Lido Advisors, LLC 0.33% Reduce -19.5% 853,269 $39.6M
Macquarie Group Ltd. 0.05% Add +5.7% 860,848 $39.2M
Natixis Advisors, LLC 0.08% Add +3.1% 823,545 $37.5M
Pictet Asset Management Holding SA 0.04% Add +3.9% 804,774 $36.7M
Pinebridge Investments, L.P. 0.29% Reduce -1.8% 799,837 $36.4M
Asset Management One Co., Ltd. 0.14% Reduce -4.7% 781,631 $35.6M
Treasurer of the State of North Carolina 0.14% Reduce -6.3% 748,339 $34.1M
Korea Investment CORP 0.09% Add +226.4% 746,081 $34.0M
Martingale Asset Management L P 0.72% Reduce -4.5% 735,885 $33.5M
Susquehanna International Group, LLP 0.06% Add +6.2% 719,672 $32.8M
Toronto Dominion Bank 0.05% Reduce -17.3% 710,570 $32.4M
Amundi 0.01% Add +10.5% 698,096 $32.1M
Todd Asset Management LLC 0.66% Reduce -0.5% 697,581 $31.8M
Millennium Management 0.03% Reduce -21.1% 696,601 $31.7M
Teacher Retirement System of Texas 0.18% Reduce -36.4% 678,575 $30.9M
M&T Bank Corp 0.10% Add +18.1% 665,331 $30.3M
Nomura Asset Management Co. Ltd. 0.10% Reduce -6.5% 652,865 $29.7M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Add +75.6% 630,562 $28.7M
State of New Jersey Common Pension Fund D 0.12% Reduce -38.6% 617,563 $28.1M
Cambridge Investment Research Advisors, Inc. 0.10% Add +4.5% 616,899 $28.1M
FUKOKU MUTUAL LIFE INSURANCE Co 2.15% No change 613,130 $27.9M
Royal London Asset Management Ltd. 0.07% Add +23.1% 605,447 $27.6M
Capital Investment Advisors, LLC 0.62% Reduce -1.7% 602,615 $27.4M
AE Wealth Management LLC 0.27% Add +88.8% 599,104 $27.3M
State of Tennessee, Department of Treasury 0.10% Reduce -3.4% 598,922 $27.3M
US Bancorp \de 0.04% Reduce -8.7% 598,354 $27.3M
National Bank of Canada 0.04% Add +11.5% 587,698 $27.0M
Lazard Asset Management LLC 0.04% Add +4.3% 590,866 $26.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +82.5% 590,368 $26.9M
Teachers Retirement System of the State of Kentucky 0.24% Reduce -0.7% 585,228 $26.7M
Commerce Bank 0.17% Add +0.1% 570,976 $26.0M
Distillate Capital Partners LLC 1.37% — 569,266 $25.9M
Foundry Partners, LLC 1.39% Add +12.2% 568,417 $25.9M
Alps Advisors Inc. 0.18% Reduce -7.0% 566,212 $25.8M
Empire Life Investments Inc. 1.62% Reduce -5.3% 565,389 $25.8M
STRS Ohio 0.10% Add +6.4% 545,017 $24.8M
Captrust Financial Advisors 0.08% Add +4.4% 542,671 $24.7M
Comerica Bank 0.10% Reduce -3.3% 537,524 $24.5M
State of Michigan Retirement System 0.12% Reduce -2.2% 528,710 $24.1M
Resona Asset Management Co.,Ltd. 0.14% Reduce -8.6% 527,209 $24.0M
Rathbones Group PLC 0.13% Reduce -27.7% 523,649 $23.9M
Mariner, LLC 0.05% Add +2.4% 521,117 $23.7M
Oppenheimer Asset Management Inc. 0.30% Add +28.9% 520,003 $23.7M
Nisa Investment Advisors, LLC 0.15% Add +0.4% 500,618 $23.3M
Creative Planning 0.02% Add +0.9% 507,465 $23.1M
Intech Investment Management LLC 0.28% Add +5.2% 502,600 $22.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% — 502,377 $22.9M
Arizona State Retirement System 0.15% Reduce -1.9% 497,951 $22.7M
Kestra Advisory Services, LLC 0.13% Add +36.5% 495,763 $22.6M
CANADA LIFE ASSURANCE Co 0.04% Add +0.5% 494,793 $22.6M
Cibc World Markets Corp. 0.15% Add +1.4% 487,363 $22.2M
Corient Private Wealth LP 0.04% Reduce -4.6% 463,993 $21.1M
MetLife Investment Management, LLC 0.12% Add +10.8% 458,170 $20.9M
Cibc World Market Inc. 0.05% Add +9.1% 453,693 $20.7M
D. E. Shaw & Co. 0.03% Reduce -26.4% 449,773 $20.5M
Neuberger Berman Group LLC 0.02% Add +6.7% 443,032 $20.2M
Hikari Power Ltd 1.80% No change 438,340 $20.0M
Calamos Advisors LLC 0.14% Reduce -3.1% 434,298 $19.8M
Thrivent Financial for Lutherans 0.04% Reduce -24.0% 432,143 $19.7M
Schroder Investment Management Group 0.02% Reduce -7.7% 427,473 $19.5M
Corebridge Financial, Inc. 0.11% — 425,662 $19.4M
Mercer Global Advisors Inc. 0.05% Add +19.9% 468,852 $19.2M
Panagora Asset Management Inc. 0.09% Reduce -2.9% 402,813 $18.3M
Empowered Funds, LLC 0.31% Add +31.6% 395,753 $18.0M
QRG Capital Management, Inc. 0.21% Add +10.2% 391,512 $17.8M
Exchange Traded Concepts, LLC 0.45% Reduce -5.7% 385,417 $17.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -2.5% 377,278 $17.2M
Cerity Partners LLC 0.05% Reduce -2.0% 368,280 $16.8M
Sanctuary Advisors, LLC 0.12% — 386,047 $16.7M
TCTC Holdings, LLC 0.57% No change 365,792 $16.7M
Allspring Global Investments Holdings, LLC 0.03% Reduce -68.0% 363,882 $16.6M
Robeco Institutional Asset Management B.V. 0.04% Reduce -12.5% 362,176 $16.5M
DekaBank Deutsche Girozentrale 0.03% Reduce -8.8% 360,385 $16.4M
Rockefeller Capital Management L.P. 0.05% Reduce -3.4% 360,084 $16.4M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -7.6% 358,818 $16.3M
State of Alaska, Department of Revenue 0.18% Add +9.0% 358,618 $16.3M
Renaissance Technologies 0.03% Add +387.9% 350,300 $16.0M
Amalgamated Bank 0.13% Reduce -4.9% 346,986 $15.8M
MML Investors Services, LLC 0.06% Reduce -23.6% 346,904 $15.8M
Vestcor Inc 0.53% Add +22.1% 345,998 $15.8M
Qube Research & Technologies Ltd 0.03% Reduce -77.8% 344,825 $15.7M
GW Henssler & Associates Ltd. 0.92% Add +1.2% 337,058 $15.4M
D.A. Davidson & Co. 0.14% Add +1.3% 336,425 $15.3M
Voloridge Investment Management, LLC 0.06% New 330,945 $15.1M
Daiichi Life Insurance Co., Ltd. 0.37% Add +370.0% 329,513 $15.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +55.3% 328,988 $15.0M
Czech National Bank 0.17% Add +5.5% 327,311 $14.9M
Advisors Asset Management, Inc. 0.29% Add +0.7% 321,246 $14.6M
Hikari Tsushin, Inc. 1.11% No change 313,924 $14.3M
IFM Investors Pty Ltd 0.14% No change 304,525 $13.9M
Illinois Municipal Retirement Fund 0.21% Add +5.8% 303,939 $13.8M
Canal Capital Management, LLC 2.36% Add +1.8% 303,610 $13.8M
Baird Financial Group, Inc. 0.03% Reduce -16.4% 297,871 $13.6M
Gardner Russo & Quinn 0.14% Reduce -8.8% 286,290 $13.0M
U.S. Capital Wealth Advisors, LLC 0.50% Reduce -0.6% 286,097 $13.0M
Utah Retirement Systems 0.15% Reduce -8.5% 283,207 $12.9M
Wellington Management Group LLP 0.00% Add +28.4% 282,266 $12.9M
Advisors Capital Management, LLC 0.22% Reduce -0.3% 277,848 $12.7M
Cresset Asset Management, LLC 0.05% Add +23.0% 272,198 $12.6M
DAVENPORT & Co LLC 0.08% Reduce -1.6% 277,170 $12.6M
Mediolanum International Funds Ltd 0.20% Add +12.3% 294,295 $12.5M
CIBC Asset Management Inc 0.04% Reduce -7.4% 273,183 $12.4M
Adams Asset Advisors, LLC 1.67% Add +1.2% 272,452 $12.4M
Russell Investments Group, Ltd. 0.02% Reduce -44.2% 269,910 $12.3M
Sapient Capital LLC 0.26% Reduce -0.4% 263,237 $12.2M
Verity & Verity, LLC 1.33% Add +0.4% 268,230 $12.2M
Cwm, LLC 0.06% Add +13.2% 265,130 $12.1M
Artemis Investment Management LLP 0.16% Add +33.6% 262,911 $12.0M
CIBC Private Wealth Group LLC 0.02% Reduce -1.6% 252,521 $11.6M
Kingsview Wealth Management, LLC 0.27% Add +14.3% 254,137 $11.6M
Regal Investment Advisors LLC 0.76% Add +4.2% 251,933 $11.5M
NorthRock Partners, LLC 0.43% Reduce -8.0% 246,150 $11.4M
SG Americas Securities, LLC 0.07% Add +2.1% 246,908 $11.2M
CHURCHILL MANAGEMENT Corp 0.13% New 245,911 $11.2M
Walleye Trading LLC 0.22% Add +75.1% 242,325 $11.0M
Avantax Advisory Services, Inc. 0.08% Add +130.7% 242,256 $11.0M
Los Angeles Capital Management LLC 0.04% Add +2459.6% 237,330 $10.8M
Public Employees Retirement Association of Colorado 0.05% Reduce -5.2% 236,754 $10.8M
Callodine Capital Management, LP 2.51% Reduce -26.6% 235,000 $10.7M
ProShare Advisors LLC 0.03% Add +5.9% 234,267 $10.7M
Snowden Capital Advisors LLC 0.32% Add +3.9% 229,075 $10.7M
ING Groep NV 0.06% Reduce -12.7% 231,228 $10.5M
New York Life Investment Management LLC 0.11% Reduce -2.0% 230,021 $10.5M
Guggenheim Capital LLC 0.07% Reduce -6.4% 229,267 $10.4M
South Dakota Investment Council 0.21% Reduce -0.7% 226,521 $10.3M
Gotham Asset Management 0.13% Add +6.9% 225,124 $10.3M
Cullen/Frost Bankers, Inc. 0.15% Reduce -1.0% 225,060 $10.3M
Nwi Management LP 1.32% New 225,000 $10.2M
Benedict Financial Advisors Inc. 2.56% Add +0.1% 221,205 $10.1M
Intact Investment Management Inc. 0.38% Add +29.5% 220,900 $10.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Reduce -0.3% 219,262 $10.0M
Mutual of America Capital Management LLC 0.11% Reduce -6.3% 216,358 $9.9M
Greylin Investment Management, Inc 1.73% Add +2.3% 214,717 $9.8M
Aberdeen Group plc 0.02% Reduce -50.3% 214,298 $9.8M
Morningstar Investment Services LLC 0.11% Reduce -0.8% 213,560 $9.7M
Systematic Alpha Investments, LLC 0.37% No change 212,638 $9.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.3% 210,241 $9.6M
Nissay Asset Management Corp. /Japan 0.06% Reduce -0.2% 207,643 $9.5M
Vident Advisory, LLC 0.26% Reduce -73.2% 207,499 $9.5M
Capital International, Inc. 0.12% Reduce -6.9% 205,556 $9.4M
Centre Asset Management, LLC 2.11% Reduce -21.3% 201,405 $9.2M
Credit Agricole S A 0.06% Add +77.4% 201,114 $9.2M
Xponance LLC 0.09% Reduce -3.6% 200,875 $9.1M
Pinnacle Financial Partners Inc 0.20% Add +9.0% 200,482 $9.1M
NewEdge Advisors, LLC 0.07% Add +0.1% 199,865 $9.1M
Allen Mooney & Barnes Investment Advisors LLC 1.61% Reduce -0.5% 197,753 $9.0M
Tidal Investments LLC 0.12% Reduce -2.0% 197,675 $9.0M
Oppenheimer & Co. Inc. 0.14% Reduce -4.9% 197,020 $9.0M
Daiwa Securities Group Inc. 0.05% Add +7.0% 195,270 $8.9M
SteelPeak Wealth, LLC 0.42% Add +406.1% 189,857 $8.8M
Brown Advisory Inc. 0.01% Add +1.0% 191,641 $8.7M
Dean Investment Associates, LLC 1.23% Reduce -3.5% 190,555 $8.7M
ICICI Prudential Asset Management Co Ltd 1.02% Add +5.4% 189,933 $8.7M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -90.3% 180,563 $8.6M
Blair William & Co. 0.03% Add +16.4% 189,238 $8.6M
Visionary Wealth Advisors 0.56% Add +0.6% 189,161 $8.6M
Hennessy Advisors Inc. 0.32% Reduce -1.9% 188,100 $8.6M
Thornburg Investment Management Inc. 0.12% No change 187,900 $8.6M
Crossmark Global Holdings, Inc. 0.16% Add +4.2% 186,544 $8.5M
Nomura Holdings Inc. 0.05% Add +122.7% 185,836 $8.5M
Kestra Private Wealth Services, LLC 0.17% Add +1.0% 185,824 $8.5M
Viking Fund Management LLC 1.51% Add +2.8% 185,250 $8.4M
1834 Investment Advisors Co. 1.00% Reduce -1.4% 182,801 $8.3M
Atria Wealth Solutions, Inc. 0.09% Add +1.5% 181,148 $8.3M
Miller Howard Investments Inc. 0.27% No change 180,000 $8.2M
Bank of Nova Scotia 0.02% Reduce -73.3% 178,860 $8.1M
Busey Bank 0.28% Add +1.0% 178,459 $8.1M
Glenmede Trust Co. NA 0.04% Reduce -10.7% 178,179 $8.1M
Beacon Pointe Advisors, LLC 0.10% Reduce -4.0% 177,277 $8.1M
Private Advisor Group, LLC 0.05% Add +4.4% 177,080 $8.1M
Bard Financial Services, Inc. 0.83% Add +1.0% 176,492 $8.0M
Pathstone Holdings, LLC 0.04% Reduce -3.8% 175,312 $8.0M
Johnson Financial Group, Inc. 0.38% Add +70.4% 169,849 $7.9M
Cyndeo Wealth Partners, LLC 0.61% Add +260.8% 171,137 $7.8M
Old National Bancorp 0.18% Add +2.7% 170,605 $7.8M
Wealthfront Advisers LLC 0.03% Add +9.4% 169,516 $7.7M
Y-Intercept (Hong Kong) Ltd 0.41% Add +486.3% 166,006 $7.6M
Aptus Capital Advisors, LLC 0.14% Add +28.3% 164,838 $7.5M
Yousif Capital Management, LLC 0.08% Reduce -4.2% 163,993 $7.5M
Advisory Services Network, LLC 0.15% Add +1.5% 162,388 $7.4M
Newport Trust Company, LLC 0.02% Reduce -2.8% 159,780 $7.3M
Calydon Capital 1.30% Reduce -0.1% 159,078 $7.2M
Capital Management Corp. 1.44% Reduce -14.4% 157,786 $7.2M
Insight Folios Inc 2.92% Add +1.6% 156,410 $7.1M
Huntington National Bank 0.07% Reduce -1.5% 155,137 $7.1M
Vanguard Personalized Indexing Management, LLC 0.13% Add +48.1% 154,767 $7.0M
Auxier Asset Management LLC 1.10% Reduce -0.3% 152,481 $6.9M
Stephens Inc. 0.10% Add +5.3% 149,125 $6.8M
Windle Wealth, LLC 4.13% Add +0.9% 148,727 $6.8M
TD Waterhouse Canada Inc. 0.06% Reduce -2.9% 146,390 $6.7M
Great Valley Advisor Group, Inc. 0.19% Reduce -0.4% 147,593 $6.7M
Oregon Public Employees Retirement Fund 0.13% Reduce -2.1% 147,501 $6.7M
Independent Advisor Alliance 0.23% Add +11.3% 145,088 $6.6M
Brown Brothers Harriman & Co. 0.05% Reduce -42.5% 144,153 $6.6M
Cedar Wealth Management, LLC 2.13% Reduce -13.2% 143,846 $6.6M
Man Group plc 0.02% Add +32.6% 142,216 $6.5M
MAI Capital Management 0.06% Add +8.6% 141,652 $6.5M
Avantax Planning Partners, Inc. 0.21% Add +2.4% 141,575 $6.4M
Mutual Advisors, LLC 0.19% Add +6.2% 127,332 $6.4M
Ritholtz Wealth Management 0.21% Add +7.8% 140,580 $6.4M
Synovus Financial Corp. 0.08% Reduce -6.5% 140,471 $6.4M
Orion Porfolio Solutions, LLC 0.07% Reduce -5.4% 139,975 $6.4M
Orion Portfolio Solutions, LLC 0.07% Reduce -5.4% 139,975 $6.4M
Symphony Financial, Ltd. Co. 1.15% Add +12.2% 138,103 $6.3M
Rafferty Asset Management, LLC 0.02% Add +3.0% 137,869 $6.3M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -29.8% 136,926 $6.2M
ARS Wealth Advisors Group, LLC 0.80% Reduce -3.0% 136,069 $6.2M
Centiva Capital, LP 0.30% Add +1542.5% 135,033 $6.2M
Inlet Private Wealth, LLC 1.67% Reduce -0.1% 134,033 $6.1M
Maryland State Retirement & Pension System 0.11% Reduce -3.7% 133,969 $6.1M
Mizuho Securities USA LLC 0.13% New 132,437 $6.0M
Keybank National Association 0.02% Reduce -3.3% 132,153 $6.0M
CENTRAL TRUST Co 0.15% Reduce -1.3% 130,861 $6.0M
Seneca House Advisors 2.58% Reduce -8.3% 130,629 $6.0M
First National Trust Co 0.24% Add +14.6% 129,715 $5.9M
Kentucky Retirement Systems 0.17% Reduce -3.4% 129,434 $5.9M
Tectonic Advisors LLC 0.43% Add +11.8% 129,121 $5.9M
Focus Partners Wealth 0.02% Add +176.7% 128,535 $5.9M
KBC Group NV 0.02% Add +1.2% 127,557 $5.8M
Kwmg, LLC 0.63% Add +8.0% 127,327 $5.8M
Longfellow Investment Management Co. LLC 1.45% Add +310.5% 126,461 $5.8M
GTS Securities LLC 0.12% Reduce -7.1% 125,645 $5.7M
Schwerin Boyle Capital Management Inc. 0.60% No change 125,640 $5.7M
Kennon-Green & Company, LLC 5.19% Reduce -0.3% 124,077 $5.7M
Equitable Holdings, Inc. 0.06% Add +2.2% 123,611 $5.6M
MBB Public Markets I LLC 0.11% New 122,170 $5.6M
Group One Trading LLC 0.17% Add +42.6% 121,663 $5.5M
Brevan Howard Capital Management LP 0.37% New 121,595 $5.5M
Brookstone Capital Management 0.09% Add +8.5% 112,040 $5.5M
First Manhattan Co. Llc. 0.02% Reduce -7.1% 116,289 $5.4M
Accurate Wealth Management, LLC 1.29% Add +43.7% 112,768 $5.4M
Commonwealth Retirement Investments LLC 2.44% Reduce -8.9% 117,184 $5.3M
Meiji Yasuda Asset Management Co Ltd. 0.21% Add +269.8% 115,557 $5.3M
Gateway Investment Advisers LLC 0.06% Reduce -1.0% 115,375 $5.3M
Sage Capital Advisors,llc 1.47% Add +1.0% 112,693 $5.1M
Valley National Advisers Inc. 0.76% Reduce -4.1% 111,875 $5.1M
Walled Lake Planning & Wealth Management, LLC 2.07% Reduce -1.4% 111,267 $5.1M
Keystone Financial Planning, Inc. 1.66% Reduce -0.1% 110,224 $5.0M
BBR Partners, LLC 0.41% No change 110,084 $5.0M
Hartford Investment Management Co. 0.17% Reduce -3.6% 110,017 $5.0M
GLOBALT Investments LLC / GA 0.20% Reduce -1.3% 108,963 $5.0M
AlTi Global, Inc. 0.13% Reduce -43.4% 108,052 $4.9M
Butensky & Cohen Financial Security, Inc. 1.57% Reduce -0.2% 108,054 $4.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +6.2% 107,369 $4.9M
Shilanski & Associates, Inc. 1.63% Add +3.6% 106,577 $4.9M
SYSTM Wealth Solutions LLC 1.06% Reduce -6.2% 103,699 $4.8M
Sowell Financial Services LLC 0.23% Reduce -21.3% 102,218 $4.8M
Global Retirement Partners, LLC 0.15% Add +23.1% 103,189 $4.7M
Foundations Investment Advisors, LLC 0.11% Add +7.0% 103,093 $4.7M
Ar Asset Management Inc. 1.15% No change 103,076 $4.7M
Curi Capital, LLC 0.11% Reduce -63.0% 102,519 $4.7M
Bcwm, LLC 1.68% Reduce -11.6% 102,493 $4.7M
Summit Trail Advisors, LLC 0.12% Add +138.2% 99,901 $4.6M
Altrius Capital Management Inc 1.22% Add +2.1% 101,537 $4.6M
Salomon & Ludwin, LLC 0.51% Reduce -8.4% 101,041 $4.6M
Hyman Charles D 0.26% Reduce -5.5% 100,926 $4.6M
Hutner Capital Management Inc. 2.49% Reduce -2.3% 99,678 $4.5M
Rbo & Co. LLC 0.81% No change 99,473 $4.5M
Coston, McIsaac & Partners 1.42% Reduce -0.5% 99,162 $4.5M
Securian Asset Management, Inc. 0.13% Reduce -4.9% 98,764 $4.5M
Venture Visionary Partners LLC 0.21% Add +2.2% 98,664 $4.5M
Savant Capital, LLC 0.04% Add +4.6% 97,678 $4.4M
Louisiana State Employees Retirement System 0.09% Reduce -5.4% 97,200 $4.4M
Beacon Financial Group 0.50% Reduce -3.7% 95,817 $4.4M
Octavia Wealth Advisors, LLC 0.59% Add +13.2% 93,573 $4.4M
Grassi Investment Management 0.38% No change 95,186 $4.3M
Meyer Handelman Co. 0.15% Reduce -1.7% 94,882 $4.3M
Whittier Trust Co. 0.06% Reduce -10.6% 94,564 $4.3M
Caprock Group, LLC 0.17% Add +305.0% 91,552 $4.3M
Atria Investments, Inc 0.06% Reduce -8.7% 93,394 $4.3M
LVM Capital Management Ltd. 0.48% Reduce -10.7% 93,005 $4.2M
Baugh & Associates, LLC 2.20% Reduce -4.4% 89,068 $4.2M
Financial Security Advisor, Inc. 1.41% Add +4.5% 90,728 $4.2M
Aua Capital Management, LLC 2.54% No change 92,489 $4.2M
Edmp, Inc. 3.81% Reduce -0.3% 92,274 $4.2M
Tyche Wealth Partners LLC 1.02% Reduce -4.0% 92,167 $4.2M
iA Global Asset Management Inc. 0.08% Reduce -0.8% 91,613 $4.2M
Scotia Capital Inc. 0.02% Reduce -6.5% 90,762 $4.1M
Heritage Wealth Advisors 0.19% Reduce -1.9% 90,704 $4.1M
Steward Partners Investment Advisory, LLC 0.04% Reduce -1.2% 90,504 $4.1M
Crestline Management, L.P. 0.32% Reduce -11.8% 90,300 $4.1M
Level Four Advisory Services, LLC 0.19% Add +31.6% 90,111 $4.1M
New Mexico Educational Retirement Board 0.14% No change 89,095 $4.1M
HRT Financial LP 0.02% New 89,066 $4.1M
Ascent Group, LLC 0.33% Add +2.3% 88,098 $4.0M
Johnson Investment Counsel Inc. 0.04% Add +1.5% 87,228 $4.0M
Hantz Financial Services, Inc. 0.08% Reduce -2.8% 86,888 $4.0M
CX Institutional 0.19% Reduce -4.9% 86,735 $4.0M
Regions Financial Corp. 0.03% Reduce -16.5% 86,618 $3.9M
M&G PLC 0.03% Reduce -2.4% 85,724 $3.9M
Wbi Investments, LLC 0.95% Reduce -56.4% 86,376 $3.9M
Cornerstone Wealth Group, LLC 0.35% Add +2.6% 86,248 $3.9M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -8.1% 84,358 $3.9M
PARK CIRCLE Co 3.87% No change 86,050 $3.9M
MassMutual Private Wealth & Trust, FSB 0.12% Add +2.6% 85,856 $3.9M
Freestone Capital Holdings, LLC 0.14% Add +0.9% 85,355 $3.9M
MainStreet Investment Advisors LLC 0.47% Add +1.2% 85,164 $3.9M
Frank, Rimerman Advisors LLC 0.27% Add +607914.3% 85,122 $3.9M
Merit Financial Group, LLC 0.09% Reduce -0.3% 85,119 $3.9M
Integrated Wealth Concepts LLC 0.05% Add +3.1% 84,711 $3.9M
CreativeOne Wealth, LLC 0.20% Add +13.1% 84,660 $3.9M
Atlantic Union Bankshares Corp 0.24% Add +31.4% 83,456 $3.8M
Concurrent Investment Advisors, LLC 0.13% Add +45.1% 83,374 $3.8M
Sheaff Brock Investment Advisors, LLC 0.35% Reduce -3.2% 82,901 $3.8M
Summit Securities Group LLC 1.43% Reduce -35.3% 82,400 $3.8M
Highland Capital Management, LLC 0.22% Reduce -7.8% 82,273 $3.7M
Fred Alger Management, LLC 0.02% Add +9.8% 81,800 $3.7M
Stock Yards Bank & Trust Co. 0.12% Reduce -3.0% 81,715 $3.7M
Good Life Advisors, LLC 0.31% Reduce -0.6% 81,425 $3.7M
Clark Estates Inc. 0.69% Reduce -2.5% 81,150 $3.7M
CFM Wealth Partners LLC 0.68% Add +1.4% 81,014 $3.7M
Paloma Partners Management Co 0.40% Add +833.2% 80,789 $3.7M
Verition Fund Management LLC 0.03% Add +280.6% 80,261 $3.7M
Tower Research Capital LLC (TRC) 0.06% Add +23.9% 80,195 $3.7M
Whittier Trust Co. of Nevada Inc. 0.10% Reduce -11.0% 80,125 $3.6M
Krilogy Financial LLC 0.27% Add +7.2% 79,800 $3.6M
Arkadios Wealth Advisors 0.24% Add +99.1% 79,611 $3.6M
Apollon Wealth Management, LLC 0.11% Add +0.5% 79,539 $3.6M
HighPoint Advisor Group LLC 0.22% Add +2.2% 71,524 $3.6M
Abacus FCF Advisors LLC 0.90% Add +115.8% 79,254 $3.6M
Sigma Planning Corp 0.11% Reduce -9.7% 79,203 $3.6M
Fifth Third Bancorp 0.01% Add +1.2% 78,728 $3.6M
Clifford Swan Investment Counsel LLC 0.13% Reduce -22.0% 78,699 $3.6M
Formidable Asset Management, LLC 0.57% Reduce -5.0% 77,825 $3.5M
Raymond James Trust N.A. 0.08% Add +2.4% 77,689 $3.5M
First Citizens Bank & Trust Co. 0.07% Add +2.5% 77,660 $3.5M
Hollencrest Capital Management 0.15% Add +0.3% 76,595 $3.5M
Janus Henderson Group PLC 0.00% Reduce -48.7% 76,316 $3.5M
Clearstead Advisors, LLC 0.06% Add +47.6% 76,206 $3.5M
Verdence Capital Advisors LLC 0.31% Add +2.9% 76,223 $3.5M
Cercano Management LLC 0.09% No change 76,086 $3.5M
Wolverine Trading, LLC 0.06% Add +51.1% 75,107 $3.4M
Convergence Investment Partners, LLC 1.00% Add +26.3% 75,081 $3.4M
Laurion Capital Management LP 0.11% Add +2350.8% 74,751 $3.4M
LVW Advisors, LLC 0.50% Add +33.0% 74,217 $3.4M
Rakuten Investment Management, Inc. 0.02% Add +53.9% 73,772 $3.4M
Heritage Trust Co 0.44% Add +1.0% 72,871 $3.3M
Community Bank & Trust, Waco, Texas 0.83% Add +1.8% 72,677 $3.3M
Cypress Capital Group 0.40% Add +1.2% 72,501 $3.3M
HB Wealth Management, LLC 0.04% Add +22.8% 72,241 $3.3M
Dynamic Advisor Solutions LLC 0.10% Reduce -4.5% 72,172 $3.3M
Prospera Financial Services Inc 0.09% Add +53.6% 72,061 $3.3M
Heritage Investors Management Corp. 0.11% Reduce -2.9% 71,588 $3.3M
Fernwood Investment Management, LLC 1.01% Add +0.3% 71,179 $3.2M
DoubleLine ETF Adviser LP 0.85% Reduce -8.4% 70,512 $3.2M
Federation des caisses Desjardins du Quebec 0.02% Add +51.9% 69,505 $3.2M
Wintrust Investments LLC 0.26% Reduce -2.7% 69,447 $3.2M
Choreo, LLC 0.05% Add +92.3% 68,500 $3.2M
Alaska Permanent Fund Corp 0.05% Add +8.2% 63,927 $3.1M
Pine Valley Investments Ltd Liability Co 0.23% Add +9.4% 68,045 $3.1M
Glenview Trust Co 0.06% Reduce -9.9% 68,015 $3.1M
Citizens National Bank Trust Department 0.69% Reduce -2.5% 67,920 $3.1M
3Chopt Investment Partners, LLC 0.94% Add +1.2% 66,371 $3.1M
Capital Square, LLC 2.01% Reduce -2.1% 62,485 $3.1M
Torray Investment Partners LLC 0.46% Add +1.0% 67,587 $3.1M
Hennion & Walsh Asset Management, Inc. 0.16% Add +11.8% 67,075 $3.1M
Mayflower Financial Advisors, LLC 0.50% Add +1.9% 67,012 $3.1M
Aviva PLC 0.01% Reduce -1.1% 66,952 $3.0M
Principal Securities, Inc. 0.08% Add +5.9% 66,557 $3.0M
Cornerstone Advisors, LLC 0.12% Reduce -9.3% 66,500 $3.0M
NorthCoast Asset Management LLC 0.03% Add +595.8% 66,397 $3.0M
Peapack Gladstone Financial Corp. 0.05% Reduce -8.7% 66,285 $3.0M
Public Sector Pension Investment Board 0.02% Add +68.5% 66,030 $3.0M
Ieq Capital, LLC 0.04% Add +7.1% 65,746 $3.0M
Bessemer Group Inc. 0.01% Add +0.4% 65,675 $3.0M
Waterloo Capital, L.P. 0.36% Add +8.7% 65,509 $3.0M
NEOS Investment Management LLC 0.12% Add +47.1% 65,298 $3.0M
Bridges Investment Management Inc. 0.05% Add +21.3% 65,158 $3.0M
HBW Advisory Services LLC 0.49% Add +18.1% 65,103 $3.0M
Stokes Family Office, LLC 0.35% Add +0.6% 64,648 $2.9M
Walleye Capital LLC 0.03% Add +51.5% 64,502 $2.9M
Vontobel Holding Ltd. 0.01% Add +31.0% 63,881 $2.9M
Sunbelt Securities, Inc. 0.30% Add +27.8% 63,686 $2.9M
Cornercap Investment Counsel Inc. 0.47% Reduce -4.0% 63,044 $2.9M
Axxcess Wealth Management, LLC 0.08% Add +2.5% 63,010 $2.9M
Bokf, NA 0.05% Reduce -25.3% 62,708 $2.9M
Texas Yale Capital Corp. 0.14% No change 62,523 $2.8M
PFG Investments, LLC 0.20% Add +5.4% 62,300 $2.8M
Founders Financial Alliance, LLC 0.84% Add +1.8% 62,004 $2.8M
Townsquare Capital LLC 0.04% Add +25.9% 61,862 $2.8M
Diversify Advisory Services, LLC 0.15% Reduce -1.8% 59,835 $2.8M
Norinchukin Bank, The 0.08% Reduce -0.4% 61,283 $2.8M
Slagle Financial, LLC 1.43% Add +9.6% 61,245 $2.8M
Tiaa Trust, National Association 0.01% Add +2.1% 60,663 $2.8M
Banque Cantonale Vaudoise 0.11% Reduce -14.6% 60,607 $2.8M
Investmark Advisory Group LLC 1.47% Add +1.5% 60,575 $2.8M
Dana Investment Advisors, Inc. 0.09% Reduce -1.5% 60,547 $2.8M
Wilmington Savings Fund Society, FSB 0.11% Reduce -1.4% 60,340 $2.7M
Baldwin Wealth Partners LLC 0.21% Reduce -11.9% 60,291 $2.7M
KPP Advisory Services LLC 0.73% Add +1.8% 60,118 $2.7M
Hancock Whitney Corp. 0.09% Add +5.3% 60,030 $2.7M
Manning & Napier Advisors LLC 0.03% — 60,000 $2.7M
CoreCap Advisors, LLC 0.28% Add +8.3% 59,789 $2.7M
Mechanics Bank Trust Department 0.39% Reduce -5.7% 59,546 $2.7M
AlphaQuest LLC 0.37% Add +270313.6% 59,491 $2.7M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.95% Add +0.0% 59,257 $2.7M
Quantinno Capital Management LP 0.05% Reduce -0.8% 59,020 $2.7M
Financial Sense Advisors, Inc. 0.85% Add +22.6% 58,852 $2.7M
Moran Wealth Management, LLC 0.09% Add +15.3% 58,259 $2.7M
Stratos Wealth Partners, LTD. 0.04% Add +4.4% 57,988 $2.6M
United Capital Financial Advisors, LLC 0.02% Add +3.2% 57,966 $2.6M
Allworth Financial LP 0.02% Add +3.9% 53,130 $2.6M
FineMark National Bank & Trust 0.10% Add +57.2% 57,072 $2.6M
Contrarius Investment Management Ltd 0.16% Reduce -4.1% 56,956 $2.6M
B.O.S.S. Retirement Advisors, LLC 0.66% Add +123.3% 56,483 $2.6M
Ridgepath Capital Management LLC 2.51% Reduce -0.3% 56,273 $2.6M
Argent Trust Co 0.11% Add +9.7% 56,188 $2.6M
Simplicity Wealth,LLC 0.06% Add +16.4% 56,185 $2.6M
Verus Financial Partners, Inc. 0.30% Add +1.4% 56,098 $2.6M
Moneco Advisors, LLC 0.37% Reduce -5.8% 55,739 $2.5M
Marcum Wealth, LLC 0.25% Add +0.8% 55,705 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -4.8% 55,400 $2.5M
Independent Solutions Wealth Management, LLC 0.58% Reduce -1.3% 55,370 $2.5M
Lowe Brockenbrough & Co. Inc. 0.17% Reduce -1.5% 54,124 $2.5M
Park Avenue Securities LLC 0.03% Reduce -3.0% 55,255 $2.5M
Mesirow Financial Investment Management, Inc. 0.06% Add +0.7% 54,703 $2.5M
Verus Capital Partners, LLC 0.26% Add +9.3% 54,699 $2.5M
Wealthspire Advisors, LLC 0.03% Add +63.4% 54,550 $2.5M
Pitcairn Co. 0.15% Add +33.4% 54,400 $2.5M
Strategic Investment Advisors / MI 0.30% Add +1.3% 54,164 $2.5M
Pinnacle Associates Ltd. 0.04% Add +1.9% 53,418 $2.4M
NBT Bank, N.A. 0.17% Add +1.8% 53,130 $2.4M
Empirical Finance, LLC 0.15% Add +24.9% 52,780 $2.4M
Capstone Investment Advisors, LLC 0.11% Reduce -44.7% 52,649 $2.4M
Financial Partners Group, LLC 0.93% Reduce -16.2% 52,355 $2.4M
Carnegie Investment Counsel 0.07% Reduce -11.2% 52,205 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -2.7% 52,194 $2.4M
Independent Financial Group, LLC 0.10% Add +10.2% 52,061 $2.4M
Mid-American Wealth Advisory Group, Inc. 1.50% Reduce -12.5% 51,700 $2.4M
Cohen Klingenstein LLC 0.09% Reduce -0.1% 51,448 $2.3M
OneDigital Investment Advisors LLC 0.03% Add +25.0% 51,410 $2.3M
LGT Fund Management Co Ltd. 0.29% New 51,300 $2.3M
Leelyn Smith, LLC 0.45% Add +1.3% 51,139 $2.3M
American Century Companies Inc. 0.00% Add +163.6% 50,862 $2.3M
Haverford Trust Co 0.02% Reduce -14.9% 50,770 $2.3M
Kinloch Capital, LLC 1.20% Add +0.8% 50,664 $2.3M
Jones Financial Companies LLLP 0.00% Add +387.7% 50,575 $2.3M
Mgo One Seven LLC 0.11% Reduce -0.3% 50,250 $2.3M
VELA Investment Management, LLC 0.81% New 50,093 $2.3M
MYDA Advisors LLC 0.69% No change 50,000 $2.3M
TCV Trust & Wealth Management, Inc. 0.22% Reduce -3.0% 49,966 $2.3M
Fisher Asset Management 0.00% Add +29.1% 49,911 $2.3M
Hosking Partners LLP 0.08% Reduce -3.5% 49,769 $2.3M
Pekin Hardy Strauss, Inc. 0.31% Reduce -2.0% 49,624 $2.3M
Sepio Capital, LP 0.21% Reduce -2.0% 49,403 $2.3M
Parthenon LLC 0.29% Add +0.1% 49,327 $2.2M
Westpac Banking Corp. 0.18% Add +16.3% 49,234 $2.2M
Perpetual Ltd 0.02% Add +16.3% 49,234 $2.2M
Confluence Wealth Services, Inc. 0.18% Add +2.9% 49,145 $2.2M
Hilltop Holdings Inc. 0.26% Reduce -0.8% 48,963 $2.2M
Essex Financial Services, Inc. 0.16% Add +18.2% 43,972 $2.2M
LifePro Asset Management 1.58% New 48,522 $2.2M
Harbour Investments, Inc. 0.07% Reduce -0.5% 48,244 $2.2M
Ostrum Asset Management 0.19% Reduce -7.2% 48,242 $2.2M
Associated Banc-Corp 0.07% Reduce -6.3% 47,835 $2.2M
HM Payson & Co. 0.04% Reduce -0.7% 47,830 $2.2M
Prosperitas Financial LLC 1.32% Add +8.7% 47,657 $2.2M
Benjamin F. Edwards & Company, Inc. 0.04% Add +6.4% 47,414 $2.2M
EFG Asset Management (Americas) Corp. 0.42% Add +73.2% 47,342 $2.2M
Silvercrest Asset Management Group LLC 0.01% Reduce -3.1% 47,264 $2.2M
Bogart Wealth, LLC 0.11% Reduce -9.9% 47,187 $2.1M
Personal Cfo Solutions, LLC 0.33% Add +8.3% 47,045 $2.1M
Hunter Associates Investment Management LLC 0.36% Reduce -6.4% 46,848 $2.1M
Redwood Investment Management, LLC 0.18% Reduce -12.6% 46,929 $2.1M
Ceera Investments, LLC 0.90% Add +10.7% 46,873 $2.1M
Stonegate Investment Group, LLC 0.06% Add +3.7% 46,674 $2.1M
Squarepoint Ops LLC 0.01% Reduce -2.7% 46,547 $2.1M
Edgar Lomax Co. 0.14% No change 46,440 $2.1M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -25.0% 46,300 $2.1M
ProVise Management Group, LLC 0.18% Reduce -1.1% 46,239 $2.1M
Waters Parkerson & Co., LLC 0.11% Reduce -1.6% 46,193 $2.1M
SeaCrest Wealth Management, LLC 0.24% Reduce -4.5% 46,093 $2.1M
Concourse Financial Group Securities, Inc. 0.13% Reduce -4.7% 44,954 $2.1M
Hartford Financial Management Inc. 0.45% Reduce -0.2% 45,659 $2.1M
Cornerstone Wealth Management, LLC 0.16% Add +8.9% 45,566 $2.1M
Trivium Point Advisory, LLC 0.31% Add +7.5% 45,419 $2.1M
Deltec Asset Management LLC 0.39% Reduce -2.9% 45,278 $2.1M
Lockheed Martin Investment Management Co. 0.12% New 45,200 $2.1M
NewEdge Wealth, LLC 0.04% Reduce -2.4% 45,079 $2.1M
Capital Investment Advisory Services, LLC 0.21% Reduce -8.8% 44,914 $2.0M
Assenagon Asset Management S.A. 0.01% Reduce -94.5% 44,858 $2.0M
Thrive Capital Management, LLC 0.93% Add +57.2% 44,447 $2.0M
Metis Global Partners, LLC 0.07% Reduce -3.7% 44,303 $2.0M
Buckhead Capital Management LLC 0.68% No change 44,259 $2.0M
Vestmark Advisory Solutions, Inc. 0.08% Add +8.1% 44,043 $2.0M
Disciplined Equity Management, Inc. 1.32% Add +0.4% 43,875 $2.0M
Valeo Financial Advisors, LLC 0.06% Reduce -4.0% 43,854 $2.0M
Moors & Cabot, Inc. 0.11% Add +5.6% 43,840 $2.0M
ORG Partners LLC 0.25% Add +434.5% 43,086 $2.0M
Florida Trust Wealth Management Co 0.07% Add +8.5% 43,532 $2.0M
Simmons Bank 0.15% Reduce -4.2% 43,427 $2.0M
Independence Bank of Kentucky 0.52% Add +0.1% 43,039 $2.0M
Optimist Retirement Group LLC 1.03% Add +5.1% 42,920 $2.0M
Cary Street Partners Investment Advisory LLC 0.08% Reduce -4.0% 42,807 $1.9M
Private Trust Co. NA 0.21% Reduce -2.5% 42,806 $1.9M
Hayek Kallen Investment Management 0.72% Add +0.1% 42,577 $1.9M
Alley Investment Management Company, LLC 0.26% Reduce -1.8% 42,159 $1.9M
Trust Co. of Vermont 0.10% Add +0.8% 42,091 $1.9M
Ameritas Advisory Services, LLC 0.07% Reduce -6.7% 41,571 $1.9M
Federated Hermes, Inc. 0.00% Reduce -17.2% 41,555 $1.9M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +4.0% 41,495 $1.9M
First Trust Direct Indexing L.P. 0.12% Add +26.6% 41,394 $1.9M
Wealthcare Advisory Partners LLC 0.06% Add +4.2% 41,386 $1.9M
Howard Capital Management Group, LLC 0.14% No change 41,184 $1.9M
Bryn Mawr Trust Advisors, LLC 0.10% Add +0.4% 41,169 $1.9M
Welch Group, LLC 0.09% Add +5.2% 40,925 $1.9M
Csenge Advisory Group 0.11% Add +6.6% 40,895 $1.9M
Beverly Hills Private Wealth, LLC 0.41% Reduce -3.2% 40,868 $1.9M
M Holdings Securities, Inc. 0.24% Add +274.7% 40,558 $1.8M
Fortune Financial Advisors, LLC 1.13% Reduce -0.3% 40,486 $1.8M
Parallel Advisors, LLC 0.05% Reduce -7.1% 40,315 $1.8M
Aviance Capital Partners, LLC 0.26% Add +3.3% 40,171 $1.8M
SouthState Bank Corp 0.13% Reduce -2.1% 40,150 $1.8M
Affinity Investment Advisors, LLC 1.37% Add +3.7% 40,144 $1.8M
Horizon Kinetics Asset Management LLC 0.03% Add +1.9% 40,056 $1.8M
Amica Mutual Insurance Co. 0.18% No change 39,899 $1.8M
Elequin Capital, LP 1.23% Reduce -31.4% 39,772 $1.8M
Steel Grove Capital Advisors, LLC 0.25% Reduce -4.8% 39,421 $1.8M
Moloney Securities Asset Management, LLC 0.26% Add +24.7% 39,378 $1.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +571.4% 38,943 $1.8M
Stolper Co 0.62% Reduce -0.3% 38,937 $1.8M
J.W. Cole Advisors, Inc. 0.08% Add +0.9% 38,840 $1.8M
Ellenbecker Investment Group 0.35% Reduce -3.2% 38,551 $1.8M
Symmetry Investments LP 0.22% New 38,509 $1.8M
Investment Management Corp of Ontario 0.05% Add +34.3% 38,396 $1.7M
Coldstream Capital Management Inc. 0.04% Add +7.4% 38,262 $1.7M
Doliver Advisors, LP 0.49% Reduce -8.3% 38,238 $1.7M
Sequoia Financial Advisors, LLC 0.02% Add +18.9% 38,231 $1.7M
Waverly Advisors, LLC 0.03% Add +7.7% 38,154 $1.7M
EP Wealth Advisors, LLC 0.02% Add +2.1% 38,045 $1.7M
Groupama Asset Managment 0.02% Add +287.2% 74,252 $1.7M
Tyler-Stone Wealth Management 0.70% Reduce -6.1% 37,443 $1.7M
Range Financial Group LLC 0.86% Add +5.6% 37,103 $1.7M
Wesbanco Bank Inc. 0.06% Add +0.2% 37,066 $1.7M
Quantitative Investment Management, LLC 0.18% Reduce -91.4% 37,034 $1.7M
Icon Wealth Advisors, LLC 0.15% Add +6.4% 34,387 $1.7M
TCW Group Inc. 0.01% Add +0.6% 36,732 $1.7M
Investors Asset Management of Georgia Inc. /Ga/ 0.81% Reduce -1.6% 36,636 $1.7M
Sound View Wealth Advisors Group, LLC 0.17% Reduce -3.8% 36,614 $1.7M
IHT Wealth Management, LLC 0.06% Add +0.4% 36,490 $1.7M
Washington Trust Bank 0.16% Reduce -4.0% 36,194 $1.6M
Weinberger Asset Management, Inc 0.77% Add +0.2% 36,076 $1.6M
Valicenti Advisory Services Inc. 0.44% Add +15.6% 36,076 $1.6M
SpiderRock Advisors, LLC 0.04% Reduce -68.5% 35,784 $1.6M
Greenleaf Trust 0.02% Add +6.8% 35,752 $1.6M
Koshinski Asset Management, Inc. 0.15% Add +78.8% 34,635 $1.6M
Bollard Group LLC 0.05% Add +19.1% 35,399 $1.6M
Northeast Financial Consultants Inc 0.07% No change 35,287 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -12.1% 35,270 $1.6M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -5.9% 34,989 $1.6M
Meeder Advisory Services, Inc. 0.11% Add +39.7% 34,927 $1.6M
GM Advisory Group, LLC 0.10% Add +6.3% 34,592 $1.6M
Central Pacific Bank - Trust Division 0.20% Reduce -4.6% 34,553 $1.6M
CMG Global Holdings, LLC 1.04% Add +0.6% 34,431 $1.6M
Poehling Capital Management, INC. 0.43% Reduce -0.3% 34,362 $1.6M
SageView Advisory Group, LLC 0.10% Reduce -5.3% 34,306 $1.6M
Linden Thomas Advisory Services, LLC 0.24% Reduce -41.1% 34,205 $1.6M
Nicholas Hoffman & Company, LLC. 0.07% Add +18.4% 34,103 $1.6M
Bleakley Financial Group, LLC 0.04% Add +4.6% 34,093 $1.6M
Next Level Private LLC 0.71% Add +0.7% 34,049 $1.6M
WP Advisors, LLC 0.49% Add +1.5% 33,765 $1.5M
International Assets Investment Management, LLC 0.14% Add +11.8% 109,239 $1.5M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -1.1% 33,484 $1.5M
Lazari Capital Management, Inc. 0.69% Reduce -1.1% 33,405 $1.5M
CSS LLC 0.33% Add +6.4% 33,200 $1.5M
Capital Advisory Group Advisory Services, LLC 0.64% Add +9.1% 33,096 $1.5M
Salem Investment Counselors Inc. 0.05% Reduce -6.3% 32,136 $1.5M
Oak Hill Wealth Advisors, LLC 0.45% — 32,572 $1.5M
Kathmere Capital Management, LLC 0.16% Add +17.2% 32,477 $1.5M
Ausdal Financial Partners, Inc. 0.16% Add +16.7% 32,455 $1.5M
Cullinan Associates Inc. 0.08% Reduce -0.6% 32,177 $1.5M
Elevation Point Wealth Partners, LLC 0.12% Reduce -4.3% 32,171 $1.5M
King Luther Capital Management Corp. 0.01% Reduce -2.4% 32,146 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.07% Add +14.4% 32,114 $1.5M
IFP Advisors, Inc 0.06% Add +10.2% 32,005 $1.5M
Colonial River Investments, LLC 0.78% Reduce -12.2% 32,003 $1.5M
Kavar Capital Partners Group, LLC 0.26% Reduce -2.9% 31,685 $1.4M
Stratos Wealth Advisors, LLC 0.07% Reduce -26.4% 31,531 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Reduce -14.6% 31,441 $1.4M
Thoroughbred Financial Services, LLC 0.10% New 31,360 $1.4M
Fulton Bank, N.A. 0.06% Reduce -7.2% 31,162 $1.4M
Buckingham Strategic Wealth, LLC 0.01% Add +9.2% 31,049 $1.4M
Brandywine Trust Co. 0.23% No change 30,814 $1.4M
ArchPoint Investors 0.53% Reduce -3.7% 30,117 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.21% Reduce -1.6% 30,657 $1.4M
Whitener Capital Management, Inc. 0.42% Add +13.6% 30,590 $1.4M
Simplex Trading, LLC 0.04% Add +413.4% 30,583 $1.4M
Caldwell Trust Co 0.15% Reduce -4.7% 30,573 $1.4M
HF Advisory Group, LLC 0.72% Add +2.4% 30,375 $1.4M
Schonfeld Strategic Advisors LLC 0.01% Reduce -83.6% 30,279 $1.4M
Exencial Wealth Advisors, LLC 0.05% Reduce -0.7% 30,260 $1.4M
Means Investment Co., Inc. 0.16% Reduce -7.8% 30,198 $1.4M
Integrated Advisors Network LLC 0.07% Add +9.6% 30,058 $1.4M
Two Sigma Securities, LLC 0.07% Reduce -93.8% 30,031 $1.4M
Horizon Investments, LLC 0.04% Reduce -1.6% 30,025 $1.4M
Atom Investors LP 0.14% Add +11.2% 29,766 $1.4M
Agf Management Ltd. 0.01% New 29,655 $1.4M
Western Wealth Management, LLC 0.10% Add +1.7% 29,644 $1.4M
Daymark Wealth Partners, LLC 0.06% Add +5.7% 29,592 $1.3M
First City Capital Management, Inc. 0.75% Reduce -8.1% 29,408 $1.3M
Marino, Stram & Associates LLC 0.33% Reduce -3.4% 29,306 $1.3M
&partners 0.06% Add +129.8% 29,303 $1.3M
Shoker Investment Counsel, Inc. 0.47% Add +22.4% 29,141 $1.3M
Vista Investment Partners LLC 0.44% Reduce -2.7% 29,086 $1.3M
Delta Financial Group, Inc. 0.55% Reduce -4.6% 28,979 $1.3M
Perigon Wealth Management, LLC 0.04% Add +2.2% 28,771 $1.3M
North Star Asset Management Inc. 0.06% Reduce -3.4% 28,690 $1.3M
Lynch & Associates 0.29% Reduce -1.7% 28,663 $1.3M
Applied Capital LLC 1.13% Add +3.1% 28,370 $1.3M
Farther Finance Advisors, LLC 0.06% Add +12.6% 27,857 $1.3M
Wedbush Securities Inc. 0.05% Add +17.4% 28,104 $1.3M
Spreng Capital Management, Inc. 0.66% Reduce -0.2% 28,086 $1.3M
Berkeley Capital Partners, LLC 0.38% Add +4.3% 27,943 $1.3M
Signaturefd, LLC 0.03% Add +7.8% 27,830 $1.3M
Delta Capital Management LLC 0.77% Reduce -0.1% 27,670 $1.3M
First Foundation Advisors 0.05% Reduce -5.8% 27,519 $1.3M
Focused Wealth Management, Inc 0.18% Add +4.7% 27,444 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% No change 27,317 $1.2M
Keudell/Morrison Wealth Management 0.36% Add +1.2% 27,291 $1.2M
XML Financial, LLC 0.13% Reduce -0.0% 27,286 $1.2M
Kovack Advisors, Inc. 0.14% Reduce -54.7% 27,093 $1.2M
SVB Wealth LLC 0.03% Reduce -9.3% 27,032 $1.2M
Hohimer Wealth Management, LLC 0.29% Reduce -26.6% 27,018 $1.2M
Focus Financial Network, Inc. 0.05% Add +22.8% 24,811 $1.2M
Geneos Wealth Management Inc. 0.05% Reduce -1.4% 26,845 $1.2M
Left Brain Wealth Management, LLC 0.57% New 26,741 $1.2M
Infrastructure Capital Advisors, LLC 0.19% Reduce -1.5% 26,702 $1.2M
Silverlake Wealth Management LLC 0.49% Add +9.9% 26,502 $1.2M
Cascade Investment Group, Inc. 0.94% Add +1.5% 26,459 $1.2M
Keynote Financial Services LLC 1.01% Reduce -0.3% 26,284 $1.2M
Greenfield Savings Bank 0.62% Reduce -2.4% 26,276 $1.2M
Radnor Capital Management, LLC 0.36% Add +3.4% 26,196 $1.2M
Narwhal Capital Management 0.11% Reduce -0.0% 26,065 $1.2M
HBK Sorce Advisory LLC 0.04% Add +7.5% 25,999 $1.2M
Gratus Capital, LLC 0.05% Add +186.4% 25,883 $1.2M
F/m Investments LLC 0.04% New 25,795 $1.2M
Sonora Investment Management Group, LLC 0.09% No change 26,955 $1.2M
Burford Brothers, Inc. 0.68% Add +15.4% 25,762 $1.2M
Wedgewood Investors Inc. 1.39% — 25,760 $1.2M
Private Portfolio Partners LLC 0.95% Reduce -0.1% 25,707 $1.2M
Berkshire Asset Management LLC 0.06% Reduce -0.4% 25,620 $1.2M
Capital International Sarl 0.04% Add +90.9% 25,615 $1.2M
Spire Wealth Management 0.04% Reduce -10.9% 25,448 $1.2M
Capital CS Group, LLC 1.33% Add +0.0% 25,361 $1.2M
Bradley Foster & Sargent Inc. 0.02% Add +5.5% 25,310 $1.2M
Crawford Investment Counsel Inc. 0.02% Add +17.9% 25,256 $1.2M
Logan Capital Management Inc. 0.05% No change 25,219 $1.1M
Flagship Harbor Advisors, LLC 0.07% Reduce -2.8% 25,201 $1.1M
Catalyst Funds Management Pty Ltd 0.31% New 25,200 $1.1M
First Horizon Advisors, Inc. 0.03% Add +1.1% 25,043 $1.1M
GoalVest Advisory LLC 0.36% Reduce -4.6% 25,004 $1.1M
Belpointe Asset Management LLC 0.08% Reduce -7.8% 24,974 $1.1M
Fiduciary Trust Co 0.02% Add +4.5% 24,963 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.26% Add +1.5% 24,922 $1.1M
Rehmann Capital Advisory Group 0.08% Add +8.3% 24,912 $1.1M
MADDEN SECURITIES Corp 0.50% No change 24,907 $1.1M
Paradigm Asset Management Co. LLC 0.32% Reduce -30.4% 24,900 $1.1M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -17.2% 24,555 $1.1M
Ignite Planners, LLC 0.27% Add +2.5% 24,164 $1.1M
TrinityBridge Ltd 0.04% Reduce -2.6% 24,389 $1.1M
Harbor Capital Advisors, Inc. 0.08% Add +0.2% 24,343 $1.1M
Alpha Cubed Investments, LLC 0.05% Add +3.7% 24,195 $1.1M
Institutional & Family Asset Management, LLC 0.17% Add +0.3% 24,145 $1.1M
Machina Capital S.A.S. 0.49% Add +23.9% 23,988 $1.1M
Certified Advisory Corp 0.14% Add +0.5% 23,979 $1.1M
United Advisor Group, LLC 0.34% Add +5.9% 23,897 $1.1M
Park National Corp. 0.04% Reduce -5.3% 23,852 $1.1M
Summit Financial, LLC 0.05% Add +155.9% 23,367 $1.1M
Bison Wealth, LLC 0.18% No change 24,847 $1.1M
FRG Family Wealth Advisors LLC 0.21% No change 21,867 $1.1M
ExodusPoint Capital Management, LP 0.01% New 23,697 $1.1M
WFA Asset Management Corp 0.61% Add +19.3% 23,662 $1.1M
First Hawaiian Bank 0.04% Reduce -4.5% 23,607 $1.1M
Seven Eight Capital, LP 0.11% New 23,543 $1.1M
Wealth Alliance Advisory Group, LLC 0.24% Reduce -3.5% 23,409 $1.1M
Kowal Investment Group, LLC 0.21% Reduce -22.9% 23,387 $1.1M
Atlas Capital Advisors Inc. 0.14% Add +5459.5% 23,350 $1.1M
Burns J W & Co. Inc. 0.14% Reduce -6.2% 23,306 $1.1M
Clear Creek Financial Management, LLC 0.13% Add +2.8% 23,312 $1.1M
Quilter Plc 0.02% Reduce -7.9% 23,300 $1.1M
Leavell Investment Management, Inc. 0.06% Reduce -11.5% 22,668 $1.1M
Mill Capital Management, LLC 0.09% Reduce -3.7% 23,009 $1.0M
Rothschild Investment LLC 0.07% Add +4.3% 22,953 $1.0M
Semmax Financial Advisors Inc. 0.31% Add +1.9% 20,424 $1.0M
Lee Danner & Bass Inc. 0.08% — 22,830 $1.0M
Jacobi Capital Management LLC 0.09% Add +2.7% 22,763 $1.0M
Hexagon Capital Partners LLC 0.22% Add +15.6% 22,729 $1.0M
Vise Technologies, Inc. 0.18% Add +18.6% 22,619 $1.0M
Morningstar Investment Management LLC 0.11% No change 22,595 $1.0M
Bellecapital International Ltd. 0.22% Add +191.4% 22,494 $1.0M
Burke & Herbert Bank & Trust Co. 0.25% Add +77.5% 22,487 $1.0M
Traynor Capital Management, Inc. 0.09% Reduce -15.1% 22,322 $1.0M
One Capital Management, LLC 0.03% Add +1.2% 22,257 $1.0M
Leisure Capital Management 0.47% Add +0.1% 22,122 $1.0M
Beacon Financial Advisory LLC 0.38% Add +15.6% 22,082 $1.0M
Paragon Financial Partners, Inc. 0.78% No change 21,978 $1.0M
Citizens Financial Group Inc. 0.02% Add +57.5% 21,865 $996K
Evergreen Capital Management LLC 0.04% Add +17.0% 21,266 $989K
Sandy Spring Bank 0.04% Add +1.0% 21,656 $986K
Key Client Fiduciary Advisors, LLC 0.50% Reduce -1.6% 21,608 $984K
Qtron Investments LLC 0.14% Add +56.7% 21,601 $984K
Moody National Bank Trust Division 0.08% Add +3.9% 21,437 $976K
Hoylecohen, LLC 0.07% Add +8.8% 21,401 $975K
HCR Wealth Advisors 0.14% Add +0.1% 21,265 $969K
Griffin Asset Management, Inc. 0.11% Reduce -7.3% 21,251 $968K
Crestwood Advisors Group, LLC 0.02% Reduce -10.2% 21,212 $966K
Welch & Forbes LLC 0.01% Reduce -3.2% 20,808 $966K
Dodge & Cox 0.00% No change 21,000 $957K
ICW Investment Advisors LLC 0.43% Reduce -3.6% 20,914 $953K
Ipswich Investment Management Co., Inc. 0.22% No change 20,895 $952K
Jamison Private Wealth Management, Inc. 0.16% Reduce -4.7% 20,849 $950K
Excalibur Management Corp. 0.39% Reduce -0.2% 20,821 $948K
Onyx Bridge Wealth Group LLC 0.15% Add +5.5% 20,733 $944K
Center For Asset Management LLC 0.62% Add +2.0% 20,720 $944K
Cidel Asset Management Inc. 0.07% Add +2.3% 20,702 $943K
GAMMA Investing LLC 0.13% Add +78.8% 20,662 $941K
Gray Wealth Management Inc. 0.41% Add +3.1% 20,644 $940K
Girard Partners LTD. 0.09% Add +66.5% 20,598 $938K
Beese Fulmer Investment Management, Inc. 0.09% Reduce -1.2% 20,527 $935K
Sumitomo Life Insurance Co. 0.02% Reduce -11.2% 20,485 $933K
Charter Research & Investment Group, Inc. 0.73% Reduce -5.5% 20,467 $932K
Gsa Capital Partners LLP 0.06% New 20,404 $929K
Cadence Bank 0.07% No change 20,374 $928K
Deerfield Management Company, L.P. 0.02% Add +88.2% 20,214 $921K
Alkeme Wealth, LLC 0.44% Reduce -1.3% 20,153 $918K
Meiji Yasuda Life Insurance Co 0.02% Add +39.3% 20,099 $916K
Financial Counselors Inc. 0.01% Reduce -7.5% 19,896 $906K
Mitchell Sinkler & Starr 0.23% No change 18,802 $905K
First Nebraska Trust Co 0.09% Reduce -0.3% 19,811 $902K
Rossmore Private Capital 0.12% Reduce -1.0% 19,804 $902K
Profund Advisors LLC 0.03% Reduce -3.6% 19,802 $902K
iSAM Funds (UK) Ltd 0.67% New 19,761 $900K
Annex Advisory Services, LLC 0.03% Reduce -0.9% 19,707 $898K
Westmount Partners, LLC 0.30% Add +55.4% 19,500 $898K
Kanawha Capital Management LLC 0.07% Add +11.3% 19,691 $897K
Ethic Inc. 0.02% Add +18.1% 19,650 $895K
Viewpoint Capital Management LLC 0.55% Reduce -0.4% 19,606 $893K
My Legacy Advisors, LLC 0.28% Add +1.2% 19,558 $891K
Plan Group Financial, LLC 0.54% Add +70.5% 19,543 $890K
Smartleaf Asset Management LLC 0.15% Add +108.9% 19,563 $889K
Modera Wealth Management, LLC 0.01% Reduce -15.0% 19,508 $889K
Taylor Hoffman Wealth Management 0.36% No change 19,278 $887K
Chelsea Counsel Co. 0.44% Add +2.8% 18,835 $876K
Moneta Group Investment Advisors LLC 0.01% Add +12.2% 19,147 $872K
Stevens Capital Management LP 0.29% New 19,141 $872K
Smith, Moore & Co. 0.09% Reduce -10.6% 19,099 $870K
Clarity Financial LLC 0.13% Reduce -5.3% 19,092 $870K
WealthCare Investment Partners, LLC 0.40% Add +1.8% 19,045 $867K
Brighton Jones LLC 0.03% Reduce -7.2% 18,854 $859K
Cannell & Spears LLC 0.02% No change 18,835 $858K
Franklin Street Advisors Inc. 0.06% No change 18,819 $857K
World Equity Group, Inc. 0.26% Reduce -2.1% 18,795 $856K
Grove Bank & Trust 0.14% Reduce -0.2% 18,740 $854K
Lanark Financial, Inc. 0.08% Reduce -1.9% 18,714 $852K
Dudley Capital Management, LLC 0.48% Reduce -13.2% 18,683 $851K
Epoch Investment Partners, Inc. 0.00% Reduce -71.0% 18,658 $850K
R.m.sincerbeaux Capital Management LLC 0.56% Reduce -27.1% 18,599 $847K
Clarius Group, LLC 0.06% Add +57.2% 18,591 $847K
Inscription Capital, LLC 0.14% Reduce -8.6% 18,574 $846K
Widmann Financial Services, Inc. 0.68% Reduce -1.0% 18,348 $836K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +39.9% 18,315 $834K
AdvisorNet Financial, Inc 0.08% Reduce -6.5% 18,310 $834K
Kingswood Wealth Advisors, LLC 0.08% Add +64.5% 18,295 $833K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.1% 17,874 $832K
Zhang Financial LLC 0.06% Reduce -0.8% 18,252 $831K
Richard W. Paul & Associates, LLC 0.32% Add +2.1% 18,131 $826K
Independent Wealth Network Inc. 0.38% Reduce -2.5% 18,086 $824K
Ameritas Investment Partners, Inc. 0.03% Reduce -5.2% 18,075 $823K
Philadelphia Trust Co. 0.06% Reduce -1.8% 17,983 $819K
First Trust Investment Solutions L.P. 0.12% Reduce -6.7% 17,919 $816K
X-Square Capital, LLC 0.30% Add +1.0% 17,906 $816K
Cigna Investments Inc. 0.15% Reduce -4.8% 17,884 $815K
Impact Partnership Wealth, LLC 0.21% Add +10.0% 17,852 $813K
Drucker Wealth 3.0, LLC 0.22% — 17,834 $812K
Searle & Co. 0.19% New 17,798 $811K
Godsey & Gibb, Inc. 0.08% Add +3.8% 17,796 $811K
Oliver Luxxe Assets LLC 0.17% No change 17,610 $802K
WealthPLAN Partners, LLC 0.09% Reduce -2.5% 17,546 $799K
Oak Thistle LLC 0.59% Add +29.6% 17,532 $799K
Coastwise Capital Group, LLC 0.77% Add +0.9% 17,508 $798K
Cortland Associates Inc. 0.10% Add +1.9% 17,413 $793K
North Star Investment Management Corp. 0.06% Reduce -0.8% 17,402 $793K
Pallas Capital Advisors LLC 0.04% Add +67.6% 16,039 $791K
KLCM Advisors, Inc. 0.10% Reduce -4.0% 17,208 $784K
Leo Wealth, LLC 0.08% Add +17.9% 17,081 $782K
McElhenny Sheffield Capital Management, LLC 0.27% Add +79.1% 17,156 $781K
Walker Asset Management, LLC 0.53% Add +2.1% 17,152 $781K
Carmichael Hill & Associates, Inc. 0.32% Add +0.0% 17,115 $780K
Williams Jones Wealth Management, LLC. 0.01% Add +0.9% 17,097 $779K
Rovin Capital /Ut/ 0.32% Add +108.4% 17,048 $777K
Fidelis Capital Partners, LLC 0.11% Add +66.5% 15,424 $772K
Trust Co. of Toledo NA 0.11% New 16,939 $772K
Klingenstein Fields & Co. LP 0.03% Reduce -9.7% 16,803 $765K
Sentry Investment Management LLC 0.34% Reduce -17.0% 16,772 $764K
Jaffetilchin Investment Partners, LLC 0.07% Add +17.5% 16,708 $761K
Straight Path Wealth Management 0.39% Add +0.0% 16,701 $761K
Woodward Diversified Capital, LLC 0.45% Reduce -0.8% 16,693 $760K
Everett Harris & Co. 0.01% Reduce -0.7% 16,680 $760K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -0.7% 16,672 $759K
Ancora Advisors LLC 0.02% Add +0.1% 16,602 $756K
Avidian Wealth Enterprises, LLC 0.04% Add +62.2% 16,569 $755K
Capital Advisors Inc. 0.02% Reduce -2.9% 16,517 $752K
Allegheny Financial Group 0.22% Add +1.7% 16,483 $751K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -15.0% 16,103 $750K
Joel Isaacson & Co., LLC 0.04% Add +4.3% 16,463 $750K
American Financial & Tax Strategies Inc. 0.39% No change 16,447 $749K
CTC Alternative Strategies, Ltd. 0.32% New 16,400 $747K
CoreFirst Bank & Trust 0.50% Reduce -4.4% 16,345 $745K
OmniStar Financial Group, Inc. 0.67% Add +132.2% 16,252 $740K
MTM Investment Management, LLC 0.30% Add +0.1% 16,199 $738K
Centennial Wealth Advisory LLC 0.32% Add +108.5% 16,144 $735K
Westbourne Investment Advisors, Inc. 0.27% No change 16,099 $733K
Bath Savings Trust Co 0.08% No change 16,086 $733K
Silver Coast Investments LLC 0.30% Add +131.0% 16,055 $731K
HUB Investment Partners, LLC 0.04% Add +4.3% 16,013 $729K
StoneX Group Inc. 0.06% Add +9.1% 15,701 $729K
Chapin Davis, Inc. 0.25% Reduce -11.4% 15,985 $728K
Plimoth Trust Co. LLC 0.19% Reduce -1.2% 15,970 $727K
Retirement Planning Group, LLC 0.05% New 15,914 $725K
Eagle Global Advisors LLC 0.04% Add +1.6% 15,898 $724K
IFG Advisory, LLC 0.05% Add +1.6% 15,894 $724K
Realta Investment Advisors 0.14% Add +4.0% 15,813 $720K
Centaurus Financial, Inc. 0.05% Reduce -4.0% 15,778 $719K
Pinion Investment Advisors, LLC 0.36% Reduce -1.8% 15,764 $718K
Intrust Bank NA 0.08% Reduce -8.8% 15,686 $714K
Bluefin Capital Management, LLC 0.42% Reduce -57.5% 15,569 $709K
Boothbay Fund Management, LLC 0.02% Reduce -47.8% 15,534 $708K
WCG Wealth Advisors LLC 0.05% Reduce -2.6% 15,491 $706K
Nations Financial Group Inc, /Ia/ 0.06% Add +16.5% 15,453 $704K
Sanders Morris Harris LLC 0.11% Reduce -2.8% 15,327 $698K
Nicolet Advisory Services, LLC 0.07% Add +0.5% 14,870 $698K
Ballentine Partners, LLC 0.01% Add +12.8% 15,298 $697K
Galvin, Gaustad & Stein, LLC 0.07% Add +58.1% 15,253 $695K
First National Bank & Trust Co. of Newtown 0.14% Add +1.3% 15,189 $692K
Gables Capital Management Inc. 0.36% Add +4.6% 15,100 $688K
Thomasville National Bank 0.06% Reduce -3.1% 15,083 $687K
Retirement Guys Formula LLC 0.33% Reduce -15.0% 15,045 $685K
Arnhold LLC 0.07% No change 15,000 $683K
Compagnie Lombard Odier SCmA 0.01% No change 15,000 $683K
CWS Financial Advisors, LLC 0.27% Add +0.5% 14,997 $683K
Norden Group LLC 0.14% Add +20.3% 14,975 $682K
VeraBank, N.A. 0.21% No change 14,972 $682K
Syon Capital LLC 0.06% Reduce -6.7% 14,961 $681K
Insigneo Advisory Services, LLC 0.08% Reduce -16.1% 13,793 $681K
New Vernon Capital Holdings II LLC 0.37% No change 14,908 $679K
Householder Group Estate & Retirement Specialist, LLC 0.19% Add +29.4% 14,857 $676K
Transcend Capital Advisors, LLC 0.05% Reduce -0.1% 14,829 $675K
Courier Capital LLC 0.05% No change 14,806 $674K
Douglass Winthrop Advisors, LLC 0.01% Reduce -13.2% 14,793 $674K
Carolinas Wealth Consulting LLC 0.13% Add +345.2% 14,790 $674K
Alpine Global Management, LLC 0.13% New 14,698 $669K
Bahl & Gaynor LLC 0.00% Add +1.6% 14,689 $669K
Walter & Keenan Wealth Management LLC /in/ 0.21% Reduce -1.9% 14,673 $668K
Hilltop National Bank 0.21% Add +1.6% 14,667 $668K
McGowan Group Asset Management, Inc. 0.09% Add +2.1% 14,596 $665K
Kendall Capital Management 0.22% No change 14,497 $660K
Ossiam 0.01% Add +47.4% 14,497 $660K
Gilliland Jeter Wealth Management LLC 0.22% Add +0.3% 14,406 $656K
Jump Financial, LLC 0.01% Reduce -56.1% 14,351 $654K
HHM Wealth Advisors, LLC 0.10% Add +110.7% 14,327 $653K
Salvus Wealth Management, LLC 0.45% Reduce -0.3% 14,295 $651K
Main Street Group, LTD 0.30% Add +2.3% 14,141 $650K
Mission Wealth Management, LP 0.02% Reduce -40.9% 14,222 $648K
Cozad Asset Management Inc. 0.06% No change 14,216 $648K
Wolff Financial Management LLC 0.48% Add +0.0% 14,214 $647K
Davis Capital Management 0.56% No change 14,052 $647K
Resurgent Financial Advisors LLC 0.40% Reduce -0.1% 14,147 $644K
Exchange Bank 0.55% Reduce -1.5% 14,113 $643K
Bordeaux Wealth Advisors LLC 0.12% New 14,093 $642K
Chicago Capital, LLC 0.02% Add +2.0% 14,072 $641K
Castle Rock Wealth Management, LLC 0.16% Reduce -2.1% 13,889 $639K
Pettyjohn, Wood & White, Inc. 0.12% Reduce -1.4% 14,017 $638K
Checchi Capital Advisers, LLC 0.05% Reduce -9.9% 14,016 $638K
Vermillion & White Wealth Management Group, LLC 0.48% Add +0.8% 14,005 $638K
FNY Investment Advisers, LLC 0.43% Reduce -63.5% 14,000 $637K
Signature Wealth Management Partners, LLC 0.48% Reduce -1.4% 13,963 $636K
Readystate Asset Management LP 0.05% New 13,953 $636K
Dover Advisors, LLC 0.39% Add +43.4% 13,917 $634K
Fiduciary Group, LLC 0.07% No change 13,901 $633K
Allianz SE 0.02% No change 13,700 $632K
Brooks, Moore & Associates, Inc. 0.41% No change 13,855 $631K
FLC Capital Advisors 0.16% No change 13,842 $631K
Meridian Wealth Management, LLC 0.08% New 13,830 $630K
Boston Family Office LLC 0.05% Add +4.5% 13,816 $629K
UMB Bank, n.a. 0.01% Reduce -3.5% 13,774 $627K
Tradition Wealth Management, LLC 0.06% Reduce -10.5% 13,762 $627K
Kapstone Financial Advisors LLC 0.41% Reduce -3.5% 13,759 $627K
Alpha Omega Wealth Management LLC 0.12% Reduce -0.7% 13,697 $624K
Westwood Holdings Group Inc. 0.01% Add +0.0% 13,695 $624K
Certuity, LLC 0.05% Add +1.6% 13,664 $622K
Samalin Investment Counsel, LLC 0.29% Reduce -4.5% 13,644 $622K
Cornerstone Advisory, LLC 0.09% Reduce -3.2% 13,609 $620K
Ti-Trust, Inc. 0.48% No change 13,589 $619K
Columbia Asset Management 0.12% Reduce -10.0% 13,570 $618K
Flputnam Investment Management Co. 0.01% Add +1.4% 13,462 $613K
International Private Wealth Advisors LLC 1.03% Add +137.2% 13,446 $612K
Principle Wealth Partners LLC 0.05% Add +1.6% 13,438 $612K
Elevated Capital Advisors, LLC 0.17% New 13,416 $611K
Ellsworth Advisors, LLC 0.17% Add +9.8% 13,407 $611K
Forum Financial Management, LP 0.01% Add +22.7% 13,367 $609K
Raab & Moskowitz Asset Management LLC 0.17% No change 13,356 $608K
Fox Run Management, L.L.C. 0.11% New 13,356 $608K
Continuum Advisory, LLC 0.09% Add +7.5% 13,335 $607K
Moser Wealth Advisors, LLC 0.33% No change 13,333 $607K
Synergy Asset Management, LLC 0.10% Reduce -82.6% 13,317 $607K
D'Orazio & Associates, Inc. 0.09% Add +42.2% 13,299 $606K
MCF Advisors LLC 0.05% Add +1.1% 13,022 $604K
Neville Rodie & Shaw Inc. 0.05% No change 13,225 $602K
Wagner Wealth Management, LLC 0.18% Add +22.5% 13,200 $601K
Bill Few Associates, Inc. 0.23% Reduce -27.6% 13,193 $601K
LS Investment Advisors, LLC 0.09% Add +0.2% 13,188 $601K
World Investment Advisors 0.04% Add +182.3% 13,184 $601K
Tevis Investment Management 0.48% Add +0.8% 12,866 $599K
Advus Financial Partners, LLC 0.18% Add +34.8% 13,128 $598K
Marco Investment Management LLC 0.06% No change 13,093 $596K
Meitav Investment House Ltd. 0.01% Reduce -74.2% 13,092 $596K
Rogco, LP 0.24% Add +10.2% 13,053 $595K
Prosperity Consulting Group, LLC 0.08% Reduce -26.6% 13,045 $594K
Garden State Investment Advisory Services LLC 0.20% Reduce -10.8% 13,016 $593K
Delta Asset Management LLC 0.05% Reduce -3.1% 13,007 $592K
Mogy Joel R Investment Counsel Inc. 0.04% No change 12,950 $590K
Chicago Partners Investment Group LLC 0.02% Add +5.4% 11,605 $587K
Northstar Advisory Group, LLC 0.34% No change 12,593 $586K
Towne Trust Company, N.A 0.23% Reduce -0.5% 12,849 $585K
Loudon Investment Management, LLC 0.34% No change 12,792 $583K
Graypoint LLC 0.04% Add +21.6% 12,766 $581K
180 Wealth Advisors, LLC 0.09% Reduce -4.2% 12,326 $580K
Finer Wealth Management, Inc. 0.37% Reduce -18.3% 12,703 $579K
Wellington Shields Capital Management, LLC 0.10% Add +10.5% 12,654 $576K
Spirit of America Management Corp. 0.12% No change 12,650 $576K
Horst & Graben Wealth Management LLC 0.11% Reduce -12.6% 12,616 $575K
LMCG Investments, LLC 0.03% Add +24.7% 12,585 $573K
Patten & Patten Inc. 0.04% Reduce -12.2% 12,547 $572K
Intellectus Partners, LLC 0.16% Reduce -10.9% 12,263 $571K
Quadrant Capital Group LLC 0.04% Add +5.5% 12,524 $570K
CW Advisors, LLC 0.01% Add +77.7% 12,501 $569K
Aureus Asset Management, LLC 0.04% No change 12,356 $563K
Spinnaker Trust 0.04% No change 12,333 $562K
Bridgefront Capital, LLC 0.23% New 12,330 $562K
Dakota Wealth Management 0.01% Reduce -3.2% 12,314 $561K
Diligent Investors, LLC 0.14% Reduce -3.8% 12,312 $561K
Farmers & Merchants Investments Inc. 0.02% Add +1.6% 12,306 $561K
Empower Advisory Group, LLC 0.00% Add +5.3% 12,253 $558K
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.6% 12,244 $558K
V-Square Quantitative Management LLC 0.09% Add +179.9% 12,213 $556K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -44.4% 12,196 $556K
Capital Advisors Wealth Management, LLC 0.11% Add +0.1% 12,165 $554K
Kapitalo Investimentos Ltda 0.17% Add +98.8% 12,163 $554K
Wealth Effects LLC 0.20% Add +3.4% 12,150 $553K
Gilbert & Cook, Inc. 0.08% Reduce -5.7% 12,147 $553K
Diversified Trust Co. 0.02% Reduce -22.9% 12,128 $552K
Marathon Strategic Advisors, LLC 0.65% New 12,123 $552K
Advisory Alpha, LLC 0.02% Add +0.1% 12,121 $552K
Strategic Blueprint, LLC 0.04% Add +11.0% 12,086 $551K
SPC Financial, Inc. 0.05% Reduce -0.7% 12,066 $550K
Blue Trust, Inc. 0.01% Add +39.4% 12,558 $548K
RFG Advisory, LLC 0.02% Reduce -1.0% 12,007 $547K
Taylor & Morgan Wealth Management, LLC 0.39% Add +2.1% 11,991 $546K
Davidson Trust Co. 0.38% New 11,973 $545K
Keystone Wealth Services, LLC 0.17% Add +0.2% 11,947 $544K
Capital City Trust Co. 0.15% Reduce -5.2% 11,933 $544K
Evercore Wealth Management, LLC 0.01% Reduce -4.0% 11,860 $540K
Brown Miller Wealth Management, LLC 0.22% No change 11,800 $537K
Resolute Advisors LLC 0.14% Add +2.2% 11,522 $536K
Essex Bank 0.14% Add +6.6% 11,766 $536K
Hazlett, Burt & Watson, Inc. 0.28% Add +446.3% 11,745 $535K
Occudo Quantitative Strategies LP 0.09% New 11,743 $535K
Ted Buchan & Co 0.29% Add +16.3% 11,710 $533K
Balentine LLC 0.02% Reduce -67.1% 11,705 $533K
Millennium Capital Advisors, LLC 0.35% Add +0.9% 11,700 $533K
Provenance Wealth Advisors, LLC 0.07% Reduce -2.5% 11,695 $533K
Waldron Private Wealth LLC 0.02% Add +8.8% 11,445 $533K
Taurus Asset Management, LLC 0.05% Reduce -26.0% 11,685 $532K
Tufton Capital Management 0.10% Reduce -1.7% 11,650 $531K
Patton Albertson Miller Group, LLC 0.07% Reduce -2.9% 11,593 $528K
United Bank 0.07% No change 11,558 $526K
Stegent Equity Advisors, Inc. 0.55% Add +125.3% 11,529 $525K
Romano Brothers and Company 0.07% Reduce -14.4% 11,528 $525K
Benchmark Financial Wealth Advisors, LLC 0.19% Add +17.8% 11,525 $525K
Wedmont Private Capital 0.03% Add +28.4% 10,987 $524K
Main Street Financial Solutions, LLC 0.05% Add +16.4% 11,479 $523K
Nwam LLC 0.15% Reduce -2.6% 11,430 $521K
Cross Staff Investments Inc 0.43% No change 11,391 $519K
Gulf International Bank (UK) Ltd 0.01% No change 11,378 $518K
JT Stratford LLC 0.10% Reduce -1.1% 11,360 $517K
NorthStar Asset Management LLC 0.36% Add +1.3% 11,341 $517K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 10,708 $514K
Mattern Wealth Management LLC 0.12% No change 11,276 $514K
Catalyst Financial Partners LLC 0.11% Add +2.0% 11,269 $513K
Patriot Investment Management Group, Inc. 0.04% Add +1.0% 11,238 $512K
L.M. Kohn & Company 0.14% Add +2.9% 11,221 $511K
Herold Advisors, Inc. 0.12% Add +1.1% 11,196 $510K
Capital Asset Advisory Services LLC 0.03% Reduce -23.1% 10,921 $510K
Legacy Advisors, LLC 0.06% Add +10.8% 10,955 $510K
Silver Oak Securities, Incorporated 0.08% Reduce -2.3% 11,183 $509K
City State Bank 0.21% Reduce -3.0% 11,182 $509K
Red Door Wealth Management, LLC 0.09% Reduce -28.0% 11,149 $508K
PBMares Wealth Management LLC 0.12% Reduce -8.6% 11,139 $507K
Intrua Financial, LLC 0.08% Reduce -39.5% 11,134 $507K
Virtue Capital Management, LLC 0.09% Reduce -5.6% 10,297 $507K
Lindbrook Capital, LLC 0.05% Reduce -15.0% 11,100 $506K
Patron Partners, LLC 0.30% Reduce -26.1% 11,063 $504K
MBA Advisors LLC 0.26% Add +39.3% 10,985 $500K
Leonteq Securities AG 0.07% Add +16.1% 10,938 $498K
Modern Wealth Management, LLC 0.04% Add +27.3% 10,924 $498K
TrueMark Investments, LLC 0.17% New 10,921 $497K
Sowa Financial Group, Inc. 0.38% Add +2.4% 10,906 $497K
Procyon Advisors, LLC 0.04% Add +15.9% 10,865 $495K
Ascentis Independent Advisors 0.10% — 10,858 $495K
TFC Financial Management, Inc. 0.09% Add +0.2% 10,848 $494K
Wealth Quarterback LLC 0.28% Add +43.5% 10,810 $492K
Aveo Capital Partners, LLC 0.06% Reduce -13.9% 10,804 $492K
Eisler Capital (US) LLC 0.09% New 10,801 $492K
Lake Street Advisors Group, LLC 0.02% Add +8.9% 10,564 $492K
Aprio Wealth Management, LLC 0.09% Add +68.1% 10,761 $490K
Wealth Architects, LLC 0.06% Add +0.4% 10,755 $490K
Fee-Only Financial Planning, L.C. 0.33% No change 10,753 $490K
Avior Wealth Management, LLC 0.02% Reduce -14.3% 10,752 $490K
TRUE Private Wealth Advisors 0.06% Reduce -27.0% 10,711 $488K
St. Louis Trust Co 0.07% No change 10,700 $487K
Naples Global Advisors, LLC 0.05% Reduce -1.4% 10,473 $487K
Siemens Fonds Invest GmbH 0.04% Reduce -43.3% 10,656 $485K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +3.6% 10,653 $485K
Perritt Capital Management Inc 0.26% Add +22.6% 10,637 $485K
Quadcap Wealth Management, LLC 0.09% Reduce -0.4% 10,600 $483K
AdvisorShares Investments LLC 0.08% Add +11.7% 10,475 $482K
Fishman Jay A Ltd. 0.05% Reduce -0.9% 10,555 $481K
Mosley Wealth Management 0.41% Add +5.6% 10,540 $480K
GeoWealth Management, LLC 0.02% Add +31.8% 10,516 $479K
Cape Investment Advisory, Inc. 0.22% Reduce -4.1% 10,513 $479K
WMS Partners, LLC 0.03% Add +3.2% 10,509 $479K
Peak Financial Advisors LLC 0.27% Add +0.8% 10,475 $477K
SkyOak Wealth, LLC 0.11% Reduce -1.3% 10,470 $477K
Shelton Capital Management 0.01% Reduce -7.9% 10,466 $477K
Gladstone Institutional Advisory LLC 0.02% Add +1.1% 10,422 $475K
Meritage Portfolio Management 0.03% Add +4.2% 10,413 $474K
Monarch Capital Management Inc. 0.14% Reduce -1.2% 10,187 $473K
Rodgers Brothers Inc. 0.06% Add +0.2% 10,381 $473K
Wealth Group, Ltd. 0.34% Reduce -7.5% 10,359 $472K
First Merchants Corp. 0.02% New 10,362 $472K
Cheviot Value Management, LLC 0.09% Reduce -2.2% 10,360 $472K
Vectors Research Management, LLC 0.14% Reduce -0.3% 10,340 $471K
Foster Group, Inc. 0.02% Add +6.1% 10,316 $470K
Journey Strategic Wealth LLC 0.02% Reduce -1.1% 10,304 $469K
MIdWestOne Financial Group, Inc. 0.08% Add +0.8% 10,294 $469K
Rwa Wealth Partners, LLC 0.01% Add +0.1% 10,283 $468K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +0.3% 10,217 $465K
Cladis Investment Advisory, LLC 0.34% Reduce -1.1% 10,214 $465K
KMG Fiduciary Partners, LLC 0.05% Add +3.2% 10,207 $465K
San Luis Wealth Advisors LLC 0.11% Add +0.0% 10,126 $461K
Bangor Savings Bank 0.05% Reduce -0.1% 10,092 $460K
Atlas Brown,Inc. 0.16% Reduce -5.1% 10,091 $460K
Symphony Financial Services, Inc. 0.39% — 9,416 $459K
Schnieders Capital Management LLC 0.09% Add +5.2% 10,062 $458K
Burns Matteson Capital Management, LLC 0.29% Reduce -9.8% 10,026 $457K
Parcion Private Wealth LLC 0.04% Reduce -0.5% 10,015 $456K
One Wealth Advisors, LLC 0.10% Add +1.1% 9,045 $456K
Pursue Wealth Partners LLC 0.25% New 10,000 $456K
State Farm Mutual Automobile Insurance Co. 0.00% No change 10,000 $456K
MSH Capital Advisors LLC 0.15% Reduce -2.9% 9,977 $454K
V2 Financial group LLC 0.30% Reduce -11.7% 8,978 $454K
KCM Investment Advisors LLC 0.02% Reduce -2.9% 9,949 $453K
Howe & Rusling Inc. 0.04% Reduce -8.6% 9,947 $453K
Asahi Life Asset Management Co., LTD. 0.31% Reduce -10.2% 9,910 $451K
Strategic Advisors LLC 0.09% Reduce -0.3% 9,905 $451K
Parkside Financial Bank & Trust 0.07% Reduce -2.1% 9,901 $451K
Guardian Capital Advisors LP 0.05% No change 9,600 $451K
Colonial Trust Co / SC 0.08% Reduce -2.9% 9,836 $448K
Conning Inc. 0.02% Add +2.3% 9,794 $446K
Cobblestone Asset Management LLC 0.29% No change 9,791 $446K
Lafayette Investments, Inc. 0.10% Reduce -9.3% 9,788 $446K
TFB Advisors LLC 0.15% Add +0.9% 9,785 $446K
Avaii Wealth Management, LLC 0.25% Reduce -13.2% 9,753 $444K
Montecito Bank & Trust 0.09% Reduce -0.9% 9,741 $444K
Heritage Wealth Management, Inc. 0.15% — 9,610 $443K
Loomis Sayles & Co. L P 0.00% Reduce -2.6% 9,734 $443K
Anchor Investment Management, LLC 0.05% Add +7.9% 9,696 $442K
Teamwork Financial Advisors, LLC 0.07% Reduce -9.7% 9,674 $441K
CFO4Life Group, LLC 0.08% Add +6.9% 9,643 $439K
Edge Capital Group, LLC 0.02% No change 9,622 $438K
Algert Global LLC 0.01% Add +32.0% 9,600 $437K
Hardin Capital Partners, LLC 0.29% — 9,593 $437K
Mather Group, Llc. 0.01% Add +69.7% 10,011 $437K
Hendershot Investments Inc. 0.06% Reduce -1.0% 9,586 $437K
Orca Investment Management, LLC 0.42% Add +0.3% 9,584 $437K
Jackson Hole Capital Partners, LLC 0.10% Reduce -9.8% 9,558 $435K
Symmetry Partners, LLC 0.02% No change 9,539 $435K
NFSG Corp 0.16% Reduce -34.0% 9,533 $434K
EverSource Wealth Advisors, LLC 0.03% Add +51.4% 8,813 $432K
Johnson & White Wealth Management, LLC 0.41% Add +106.2% 9,437 $430K
Acorn Wealth Advisors, LLC 0.21% Add +1.2% 9,421 $429K
Court Place Advisors, LLC 0.13% Reduce -4.1% 9,420 $429K
Bedel Financial Consulting, Inc. 0.06% Reduce -0.6% 9,388 $428K
Advisor OS, LLC 0.05% Add +1.2% 9,343 $426K
Cutter & CO Brokerage, Inc. 0.10% Reduce -1.3% 9,339 $425K
Wealth Dimensions Group, Ltd. 0.12% Reduce -7.6% 9,290 $423K
Centennial Bank 0.21% Reduce -4.5% 9,275 $422K
Titleist Asset Management, LLC 0.06% Add +7.8% 9,274 $422K
Home Federal Bank of Tennessee 0.13% No change 9,265 $422K
CVA Family Office, LLC 0.08% Add +4.4% 9,254 $422K
C2C Wealth Management, LLC 0.41% No change 9,252 $421K
WASHINGTON TRUST Co 0.02% Add +1.0% 9,218 $420K
Tocqueville Asset Management L.P. 0.01% Add +0.0% 9,206 $419K
Successful Portfolios LLC 0.29% Reduce -3.4% 9,203 $419K
Enzi Wealth 0.18% No change 9,041 $417K
Larson Financial Group LLC 0.03% Add +94.7% 9,136 $416K
Bristlecone Advisors, LLC 0.04% Add +8.0% 9,117 $415K
Armstrong Advisory Group, Inc. 0.04% Add +2.0% 9,116 $415K
Indie Asset Partners, LLC 0.33% Reduce -0.2% 9,116 $415K
Oakworth Capital, Inc. 0.03% No change 9,100 $415K
Cambria Investment Management, L.P. 0.03% Reduce -24.8% 9,091 $414K
Sterling Investment Counsel, LLC 0.16% Reduce -0.2% 9,081 $414K
Wealth Alliance, LLC 0.05% Add +5.3% 9,065 $413K
Skyline Advisors, Inc. 0.18% Reduce -0.9% 9,055 $412K
Baader Bank Aktiengesellschaft 0.03% Add +16.2% 9,294 $412K
Trek Financial, LLC 0.03% Add +17.7% 9,052 $412K
Staley Capital Advisers Inc. 0.02% Reduce -0.4% 9,043 $412K
Pearl River Capital, LLC 0.07% Reduce -63.0% 9,028 $411K
Midwest Heritage Bank, FSB 0.21% Add +10.7% 9,025 $411K
NJ State Employees Deferred Compensation Plan 0.05% No change 9,000 $410K
Powers Advisory Group, LLC 0.22% Reduce -9.5% 8,990 $409K
Edmonds Duncan Registered Investment Advisors, LLC 0.10% No change 8,969 $409K
TCI Wealth Advisors, Inc. 0.04% Add +22.9% 8,968 $408K
Accredited Investors Inc. 0.03% Add +0.0% 8,961 $408K
Clark Financial Services Group Inc. 0.43% Reduce -0.0% 8,920 $407K
Gries Financial LLC 0.08% Add +44.5% 8,935 $407K
Avestar Capital, LLC 0.04% Add +29.8% 8,925 $407K
Greatmark Investment Partners, Inc. 0.06% No change 8,924 $406K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% Reduce -1.7% 8,863 $404K
Wellington Shields & Co., LLC 0.13% No change 8,807 $401K
Davis R M Inc. 0.01% Add +12.7% 8,775 $400K
Duncker Streett & Co. Inc. 0.08% Reduce -5.7% 8,773 $400K
Montag A & Associates Inc. 0.02% Reduce -11.1% 8,551 $398K
Compound Planning, Inc. 0.03% Add +46.4% 8,715 $397K
Twin City Private Wealth, LLC 0.37% Reduce -1.3% 8,532 $397K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +16.6% 8,713 $397K
Callan Capital, LLC 0.03% Add +23.6% 8,655 $394K
Stablepoint Partners, LLC 0.08% Reduce -11.4% 7,802 $394K
PDS Planning, Inc 0.04% Add +11.5% 8,654 $394K
Tradewinds, LLC. 0.12% New 8,604 $392K
LRI Investments, LLC 0.04% Add +27.8% 8,582 $391K
IFG Advisors, LLC 0.09% No change 8,525 $388K
Burney Co./ 0.01% Reduce -30.6% 8,507 $388K
Gerber, LLC 0.30% Add +0.0% 8,505 $387K
Stephens Consulting, LLC 0.11% Add +1.6% 8,502 $387K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -2.2% 8,478 $386K
Alera Investment Advisors, LLC 0.05% New 8,478 $386K
Sfmg, LLC 0.03% Reduce -2.1% 8,455 $385K
Farmers Trust Co. 0.08% No change 8,434 $384K
Canandaigua National Bank & Trust Co. 0.04% Reduce -7.9% 8,413 $383K
SYM FINANCIAL Corp 0.06% New 8,406 $383K
Investors Research Corp 0.09% Reduce -11.6% 8,369 $381K
Birmingham Capital Management Co. Inc. 0.15% No change 8,363 $381K
Keystone Financial Group 0.14% Add +5.3% 8,361 $381K
Cravens & Co Advisors, LLC 0.28% Add +4.8% 8,347 $380K
WBH Advisory Inc. 0.04% Reduce -0.4% 8,338 $380K
Prossimo Advisors, LLC 0.34% Add +23.2% 8,288 $378K
Cohen Investment Advisors LLC 0.30% Add +15.7% 8,967 $377K
Debussy Capital Management LP 0.11% Add +1.9% 8,275 $377K
Secure Asset Management, LLC 0.07% New 8,259 $376K
Financial Perspectives, Inc 0.14% Add +1.0% 8,229 $375K
SP Asset Management LLC 0.03% Add +2.5% 8,211 $374K
Holderness Investments Co. 0.09% Reduce -0.9% 8,162 $372K
Old Second National Bank of Aurora 0.10% Add +1.1% 8,161 $372K
Cobblestone Capital Advisors LLC 0.02% Reduce -6.8% 8,148 $371K
Voya Financial Advisors, Inc. 0.04% Add +0.1% 8,160 $371K
Sovereign Financial Group, Inc. 0.09% Add +0.6% 8,142 $371K
Platform Technology Partners 0.13% — 8,141 $371K
DDFG, Inc 0.11% New 8,129 $370K
DGS Capital Management, LLC 0.10% Add +33.4% 8,099 $369K
Strait & Sound Wealth Management LLC 0.19% Reduce -12.9% 8,095 $369K
Armistice Capital, LLC 0.01% New 8,051 $367K
Belmont Capital, LLC 0.07% Reduce -38.4% 8,014 $365K
Sciencast Management LP 0.13% New 8,007 $365K
Reaves W H & Co. Inc. 0.01% No change 8,000 $364K
Sentry LLC 0.07% No change 7,987 $364K
Angeles Wealth Management, LLC 0.03% Add +4.5% 7,975 $363K
Manchester Capital Management LLC 0.04% Add +21.7% 7,971 $363K
Councilmark Asset Management, LLC 0.26% No change 7,966 $363K
Azimuth Capital Investment Management LLC 0.01% Reduce -0.3% 7,925 $361K
Well Done, LLC 0.07% Add +23.1% 7,903 $360K
Vantage Consulting Group Inc 0.27% Reduce -7.4% 7,885 $359K
Marshall Financial Group, LLC 0.10% New 7,884 $359K
AlphaStar Capital Management, LLC 0.03% Add +7.5% 7,869 $358K
Harvey Investment Co. LLC 0.04% No change 7,833 $357K
Fifth Third Wealth Advisors LLC 0.03% New 7,785 $355K
Droms Strauss Advisors Inc. /Mo/ 0.13% Reduce -25.0% 7,764 $354K
Bank Ozk 0.15% Reduce -2.9% 7,765 $354K
Holland Advisory Services, Inc. 0.43% Add +2.1% 7,710 $351K
Whalerock Point Partners, LLC 0.09% No change 7,702 $351K
Optimum Investment Advisors 0.16% Reduce -11.5% 7,676 $350K
Schmidt P J Investment Management Inc. 0.06% Reduce -27.1% 7,658 $349K
Evanson Asset Management, LLC 0.03% Reduce -0.7% 7,656 $349K
First Western Trust Bank 0.02% Reduce -6.3% 7,656 $349K
Hills Bank & Trust Co 0.03% No change 7,646 $348K
Grandfield & Dodd, LLC 0.02% No change 7,603 $346K
FinTrust Capital Advisors, LLC 0.06% Reduce -21.2% 7,571 $345K
Cypress Wealth Services, LLC 0.08% Add +6.6% 7,567 $345K
Catalina Capital Group, LLC 0.13% New 7,558 $344K
Harbour Trust & Investment Management Co 0.04% Reduce -11.2% 7,547 $344K
CI Investments Inc. 0.00% Add +0.6% 7,526 $343K
Shulman DeMeo Asset Management LLC 0.09% Reduce -10.7% 7,501 $342K
Pure Financial Advisors, LLC 0.01% Add +0.8% 7,497 $341K
ERn Financial, LLC 0.06% Reduce -11.3% 7,481 $341K
Callahan Advisors, LLC 0.04% Reduce -1.9% 7,448 $339K
Register Financial Advisors LLC 0.17% Add +10.0% 7,430 $338K
Northcape Wealth Management, LLC 0.12% Add +52.0% 7,421 $338K
King Wealth Management Group 0.06% Add +0.3% 7,388 $337K
Allen Capital Group, LLC 0.05% Add +8.6% 7,391 $337K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -13.1% 7,384 $336K
Equitable Trust Co. 0.02% Reduce -6.6% 7,379 $336K
Fidelity D & D Bancorp Inc. 0.25% Reduce -8.1% 7,366 $336K
Krane Funds Advisors LLC 0.01% New 7,352 $335K
TrinityPoint Wealth, LLC 0.05% Add +3.1% 7,347 $335K
Alliance Wealth Advisors, LLC 0.21% Reduce -14.7% 7,347 $335K
Premier Path Wealth Partners, LLC 0.06% Add +19.2% 7,326 $334K
ETF Store, Inc. 0.34% Reduce -66.2% 7,311 $333K
Jefferies Financial Group Inc. 0.01% New 7,306 $333K
Orion Investment Co 0.13% — 7,301 $333K
Smith Anglin Financial, LLC 0.03% Reduce -2.9% 7,280 $332K
Howland Capital Management LLC 0.02% No change 7,109 $331K
Choate Investment Advisors 0.01% Reduce -24.9% 7,247 $330K
Gentry Private Wealth, LLC 0.29% — 7,243 $330K
Smith Shellnut Wilson LLC 0.16% No change 7,240 $330K
Mayfair Advisory Group, LLC 0.22% Add +3.5% 6,889 $329K
Washington Trust Advisors, Inc. 0.03% Reduce -27.9% 7,218 $329K
Edgestream Partners, L.P. 0.02% Reduce -84.4% 7,211 $328K
Raleigh Capital Management Inc. 0.14% Reduce -25.9% 7,203 $328K
Yarger Wealth Strategies, LLC 0.20% Add +2.6% 7,179 $327K
Taylor Financial Group, Inc. 0.25% No change 7,174 $327K
D. Scott Neal, Inc. 0.18% No change 7,000 $326K
Philip James Wealth Mangement, LLC 0.22% Reduce -14.3% 7,141 $325K
Sage Private Wealth Group, LLC 0.27% Reduce -15.5% 7,137 $325K
Smith Chas P & Associates Pa Cpas 0.02% Add +18.5% 7,135 $325K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.02% New 7,135 $325K
Community Trust & Investment Co. 0.02% No change 7,130 $325K
Renaissance Group LLC 0.01% Add +4.2% 7,125 $325K
GYL Financial Synergies, LLC 0.03% Add +3.4% 7,122 $324K
First Business Financial Services, Inc. 0.03% Reduce -12.3% 7,116 $324K
Heritage Wealth Management, LLC 0.18% Reduce -0.8% 7,110 $324K
Heritage Family Offices, LLP 0.18% — 7,110 $324K
Claro Advisors Inc. 0.05% Add +14.5% 7,076 $322K
Delta Investment Management, LLC 0.07% Add +2.9% 7,064 $322K
Summit Wealth Partners, LLC 0.07% Add +0.4% 7,037 $321K
Smallwood Wealth Investment Management, LLC 0.25% Reduce -21.1% 7,022 $320K
Baron Silver Stevens Financial Advisors, LLC 0.06% Add +0.7% 7,016 $320K
Fortis Group Advisors, LLC 0.06% Add +891.2% 6,988 $318K
Safeguard Investment Advisory Group, LLC 0.10% New 6,950 $317K
Blue Chip Partners, LLC 0.03% Reduce -3.6% 6,941 $316K
DRW Securities, LLC 0.02% Reduce -57.2% 6,937 $316K
Woodard & Co. Asset Management Group Inc. 0.08% No change 6,925 $315K
Affinity Capital Advisors, LLC 0.07% Add +15.4% 6,912 $315K
SevenBridge Financial Group, LLC 0.07% New 6,347 $314K
Investment Advisory Group, LLC 0.12% Add +3.5% 6,851 $312K
Plancorp, LLC 0.01% Reduce -9.1% 6,839 $312K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -65.5% 6,818 $311K
American National Bank & Trust 0.04% Add +29.4% 6,804 $310K
CAP Partners, LLC 0.25% Add +1.8% 6,802 $310K
First Financial Bank - Trust Division 0.03% Reduce -7.2% 6,789 $309K
Wells Trecaso Financial Group, LLC 0.11% No change 6,787 $309K
Tompkins Financial Corp. 0.03% Add +8.3% 6,772 $308K
Prairiewood Capital, LLC 0.15% No change 6,771 $308K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -2.3% 6,740 $307K
Centerpoint Advisors, LLC 0.11% Reduce -6.9% 6,750 $307K
Capital Analysts, LLC 0.01% Reduce -0.9% 6,679 $305K
Fiduciary Financial Group, LLC 0.07% — 6,339 $304K
WealthPlan Investment Management, LLC 0.05% Reduce -12.8% 6,661 $303K
Charles Schwab Trust Co 0.03% Add +11.6% 6,656 $303K
MV Capital Management, Inc. 0.03% Add +1.6% 6,655 $303K
Peregrine Asset Advisers, Inc. 0.12% No change 6,595 $300K
Simon Quick Advisors, LLC 0.02% Add +41.4% 6,588 $300K
Interchange Capital Partners, LLC 0.11% New 6,585 $300K
Linscomb Wealth, Inc. 0.02% Reduce -14.0% 6,580 $300K
Lifeworks Advisors, LLC 0.08% Add +5.6% 6,575 $300K
Ranch Capital Advisors Inc. 0.16% Add +0.0% 6,506 $299K
Midland Wealth Advisors, LLC 0.02% New 6,557 $299K
Supplemental Annuity Collective Trust of NJ 0.09% No change 6,500 $296K
Lloyd Advisory Services, LLC. 0.14% Reduce -61.5% 6,496 $296K
Peoples Financial Services Corp. 0.13% No change 6,497 $296K
Zullo Investment Group, Inc. 0.13% Reduce -4.1% 6,459 $294K
Wendell David Associates Inc. 0.03% No change 6,450 $294K
Total Clarity Wealth Management, Inc. 0.10% Reduce -12.2% 6,444 $294K
LJI Wealth Management, LLC 0.06% Add +1.6% 6,436 $293K
Quintet Private Bank (Europe) S.A. 0.02% Reduce -6.3% 5,524 $293K
Summit X, LLC 0.07% Add +8.5% 6,397 $293K
PFG Advisors 0.02% Reduce -5.4% 6,415 $292K
Arden Trust Co 0.04% No change 6,402 $292K
Astoria Portfolio Advisors LLC. 0.10% Add +6.9% 6,396 $291K
Blueprint Investment Partners LLC 0.06% New 6,381 $291K
Barlow Wealth Partners, LLC 0.04% No change 5,874 $290K
Comprehensive Financial Consultants Institutional, Inc. 0.11% Reduce -0.1% 6,322 $288K
Bouchey Financial Group, Ltd. 0.03% Reduce -22.5% 6,281 $287K
Vicus Capital 0.03% Add +5.2% 6,294 $287K
West Bancorporation Inc. 0.21% No change 6,279 $286K
Abbrea Capital, LLC 0.04% Reduce -3.9% 6,140 $286K
Carson Advisory Inc. 0.20% Reduce -1.1% 6,276 $286K
Stratos Investment Management, LLC 0.02% Add +6.4% 6,253 $285K
Resonant Capital Advisors, LLC 0.02% Add +8.7% 6,113 $284K
Lane & Associates LLC 0.17% Reduce -5.2% 6,214 $283K
LaSalle St. Investment Advisors, LLC 0.14% Reduce -5.0% 6,206 $283K
Firethorn Wealth Partners, LLC 0.16% Add +1.6% 6,187 $282K
Augustine Asset Management Inc. 0.11% No change 6,172 $281K
First American Trust, FSB 0.03% Add +0.8% 6,169 $281K
Consolidated Portfolio Review Corp 0.07% New 6,139 $280K
Northeast Financial Group, Inc. 0.12% No change 6,133 $279K
Tsfg, LLC 0.07% Add +0.2% 6,121 $279K
Keeley-Teton Advisors, LLC 0.04% No change 6,120 $279K
Prostatis Group LLC 0.10% Add +8.3% 6,115 $279K
RFP Financial Group LLC 0.10% Reduce -13.0% 6,106 $278K
CHICAGO TRUST Co NA 0.06% Reduce -12.1% 6,105 $278K
Compton Financial Group, LLC 0.09% Add +15.2% 6,100 $278K
Silvant Capital Management LLC 0.01% No change 5,966 $278K
Almanack Investment Partners, LLC. 0.05% Reduce -8.4% 6,094 $278K
Wambolt & Associates, LLC 0.08% Add +0.3% 6,024 $277K
Maia Wealth LLC 0.08% — 5,810 $277K
Defender Capital, LLC. 0.09% No change 6,086 $277K
Berger Financial Group, Inc 0.02% Reduce -12.8% 6,082 $277K
Towerpoint Wealth, LLC 0.14% Add +0.6% 6,076 $277K
Nicolet Bankshares Inc. 0.06% Add +18.9% 6,074 $277K
1ST Source Bank 0.02% Add +14.0% 6,074 $277K
Mill Creek Capital Advisors, LLC 0.01% Add +4.7% 6,070 $276K
Roundview Capital LLC 0.02% New 6,053 $276K
TD Private Client Wealth LLC 0.01% Add +10.6% 6,050 $276K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -18.4% 5,920 $275K
Byrne Asset Management LLC 0.23% Reduce -13.3% 6,050 $275K
RS Crum Inc. 0.07% Reduce -11.3% 6,038 $275K
Hall Capital Management Co. Inc. 0.13% No change 6,025 $274K
Triangle Securities Wealth Management 0.08% Reduce -3.7% 6,023 $274K
Seven Mile Advisory 0.20% New 6,006 $274K
Mezzasalma Advisors, LLC 0.12% New 6,004 $273K
Gratus Wealth Advisors, LLC 0.05% No change 5,510 $272K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% Reduce -1.2% 5,970 $272K
1900 Wealth Management LLC 0.03% Add +0.2% 5,966 $272K
Tandem Investment Advisors, Inc. 0.01% Reduce -2.7% 5,921 $270K
Caldwell Sutter Capital, Inc. 0.13% Reduce -5.5% 5,927 $270K
First County Bank 0.14% Reduce -7.3% 5,912 $269K
Center for Financial Planning, Inc. 0.04% Reduce -1.4% 5,899 $269K
Emprise Bank 0.17% Add +25.7% 5,895 $269K
Schrum Private Wealth Management LLC 0.24% No change 5,895 $269K
Fort, L.P. 0.69% Add +7.7% 5,890 $268K
SignalPoint Asset Management, LLC 0.07% Add +0.6% 5,837 $266K
Howard Financial Services, LTD. 0.04% Add +0.6% 5,836 $266K
Trustmark Bank Trust Department 0.02% Reduce -5.8% 5,815 $265K
Cowa, LLC 0.14% No change 5,797 $264K
Aberdeen Wealth Management LLC 0.18% No change 5,785 $264K
WMG Financial Advisors, LLC 0.14% Add +4.1% 5,784 $263K
Manchester Financial Inc. 0.06% No change 5,750 $262K
Connable Office Inc. 0.03% No change 5,746 $262K
Next Capital Management LLC 0.11% Add +20.7% 5,700 $261K
Opal Wealth Advisors, LLC 0.08% Reduce -7.6% 5,703 $260K
Ellis Investment Partners, LLC 0.05% Reduce -25.5% 5,700 $260K
Ervin Investment Management, LLC 0.18% No change 5,700 $260K
Marble Harbor Investment Counsel, LLC 0.03% Reduce -3.2% 5,692 $259K
Wayfinding Financial, LLC 0.15% Add +9.0% 5,571 $259K
Arax Advisory Partners 0.03% Add +183.0% 5,680 $259K
Trustco Bank Corp. N Y 0.27% Reduce -1.9% 5,673 $258K
Calton & Associates, Inc. 0.13% Add +0.3% 5,666 $258K
Princeton Global Asset Management LLC 0.06% No change 5,661 $258K
Kornitzer Capital Management Inc. 0.00% Reduce -2.9% 5,661 $258K
American Institute for Advanced Investment Management, LLP 0.20% No change 5,660 $258K
Ridgecrest Wealth Partners, LLC 0.15% New 5,651 $257K
Perennial Investment Advisors, LLC 0.04% Add +22.2% 5,650 $257K
Gladius Capital Management LP 0.26% Reduce -18.0% 5,636 $257K
Beck Mack & Oliver LLC 0.01% Reduce -5.0% 5,629 $256K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -2.6% 5,626 $256K
Wellington Wealth Strategies, LLC. 1.07% New 5,620 $256K
Bienville Capital Management, LLC 0.06% No change 5,500 $256K
McGlone Suttner Wealth Management, Inc. 0.05% Reduce -9.9% 6,329 $255K
Soltis Investment Advisors LLC 0.03% Add +21.8% 5,599 $255K
Arrow Financial Corp 0.02% Reduce -2.6% 5,550 $253K
CRA Financial Services, LLC 0.05% Add +0.2% 5,531 $252K
Fiduciary Family Office, LLC 0.10% Add +2.5% 5,517 $251K
Sage Investment Advisers LLC 0.28% Add +0.4% 5,516 $251K
Sage Mountain Advisors LLC 0.02% Reduce -4.3% 5,504 $251K
Schechter Investment Advisors, LLC 0.02% Add +2.3% 5,495 $250K
Smith Salley Wealth Management 0.02% Reduce -9.0% 5,491 $250K
Councilor Wealth, LLC 0.13% Add +2.2% 5,484 $250K
ICA Group Wealth Management, LLC 0.15% Reduce -70.8% 5,480 $250K
Virtus Investment Advisers, LLC 0.23% New 5,450 $248K
West Coast Financial LLC 0.03% No change 5,450 $248K
Bar Harbor Wealth Management 0.02% Reduce -5.2% 5,450 $248K
Midwest Financial Group LLC 0.16% Reduce -1.4% 5,450 $248K
Letson Investment Management, Inc. 0.11% No change 5,440 $248K
Fairfield, Bush & Co. 0.15% No change 5,440 $248K
Harbor Investment Advisory, LLC 0.03% Reduce -0.5% 5,439 $248K
Great Waters Wealth Management 0.04% No change 5,437 $248K
JB Capital LLC 0.02% Add +7.3% 5,423 $247K
Trust Point Inc. 0.02% Reduce -6.2% 5,420 $247K
Axiom Advisory, LLC 0.00% New 5,634 $247K
Legacy Financial Advisors, Inc. 0.04% Reduce -1.6% 5,409 $246K
Fort Point Capital Partners LLC 0.03% Reduce -0.7% 5,401 $246K
Birch Hill Investment Advisors LLC 0.01% No change 5,400 $246K
TrueWealth Advisors, LLC 0.09% Reduce -4.7% 5,391 $246K
West Family Investments, Inc. 0.07% Add +0.5% 5,388 $245K
Vestor Capital, LLC 0.02% Reduce -7.1% 5,368 $245K
Act Wealth Management, LLC 0.12% Add +3.7% 5,359 $244K
626 Financial, LLC 0.14% No change 5,355 $244K
ZWJ Investment Counsel Inc. 0.01% Reduce -7.6% 5,336 $243K
UNIVEST FINANCIAL Corp 0.07% No change 5,330 $243K
Northwest Bancshares, Inc. 0.04% Reduce -18.4% 5,328 $243K
Hemenway Trust Co LLC 0.02% Add +0.5% 5,328 $243K
Stelac Advisory Services LLC 0.10% No change 5,200 $242K
N.E.W. Advisory Services LLC 0.03% Reduce -8.3% 5,291 $241K
Journey Advisory Group, LLC 0.03% No change 5,287 $241K
Creative Financial Designs Inc. 0.02% Add +15.0% 5,277 $240K
Second Line Capital, LLC 0.07% New 5,175 $240K
Novak & Powell Financial Services, Inc. 0.15% Add +0.2% 5,252 $239K
FSA Advisors, Inc. 0.25% Add +14.1% 5,375 $239K
Steele Capital Management, Inc. 0.01% New 5,132 $239K
FAS Wealth Partners, Inc. 0.02% Add +0.8% 5,242 $239K
Strategic Financial Concepts, LLC 0.14% Add +2585.7% 279,180 $238K
Fortitude Advisory Group L.L.C. 0.14% Reduce -14.2% 5,228 $238K
Beacon Capital Management, LLC 0.04% Reduce -37.9% 5,186 $236K
J. L. Bainbridge & Co., Inc. 0.02% Add +0.8% 5,185 $236K
HTLF Bank 0.03% Reduce -1.1% 5,180 $236K
Mosaic Financial Group, LLC 0.17% Reduce -1.7% 5,170 $235K
Pinnacle Bancorp, Inc. 0.07% Reduce -33.6% 5,149 $235K
Archer Investment Corp 0.07% Add +0.6% 5,147 $234K
Proficio Capital Partners LLC 0.02% Add +10.5% 5,139 $234K
Smithfield Trust Co 0.01% No change 5,110 $234K
Capital Investment Counsel, Inc 0.04% No change 5,127 $234K
Concorde Asset Management, LLC 0.14% Reduce -7.3% 5,124 $233K
OMC Financial Services LTD 0.11% No change 5,126 $233K
Lakeridge Wealth Management LLC 0.14% Add +8.4% 5,108 $233K
Allstate Corp. 0.02% New 5,106 $233K
Executive Wealth Management, LLC 0.04% Reduce -2.6% 5,097 $232K
Toth Financial Advisory Corp. 0.03% Add +0.0% 5,096 $232K
GFS Advisors, LLC 0.04% Reduce -93.2% 345 $232K
Institute for Wealth Management, LLC. 0.03% Add +0.2% 5,071 $231K
Regent Peak Wealth Advisors LLC 0.05% Reduce -8.3% 5,062 $231K
Barry Investment Advisors, LLC 0.08% Add +1.0% 4,950 $230K
Long Run Wealth Advisors, LLC 0.06% Add +2.0% 5,056 $230K
Mairs & Power Inc. 0.00% Add +0.1% 5,046 $230K
Traphagen Investment Advisors LLC 0.02% Reduce -0.4% 5,040 $230K
First United Bank & Trust 0.09% Reduce -12.2% 5,036 $229K
Beacon Investment Advisory Services, Inc. 0.01% Add +1.3% 5,015 $228K
Atlas Wealth Partners, LLC 0.97% No change 4,968 $228K
Frisch Financial Group, Inc. 0.07% Reduce -18.3% 5,015 $228K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 5,002 $228K
Forthright Family Wealth Advisory LLC 0.15% No change 5,000 $228K
Alta Advisers Ltd 0.11% No change 5,000 $228K
Greenhouse Wealth Management, LLC 0.17% No change 4,992 $227K
WealthTrust Axiom LLC 0.08% No change 4,979 $227K
Fragasso Financial Advisors Inc 0.02% Reduce -21.6% 4,959 $226K
Intelligence Driven Advisers, LLC 0.03% New 4,956 $226K
Guyasuta Investment Advisors Inc. 0.02% No change 5,573 $225K
JSF Financial, LLC 0.07% Reduce -16.5% 4,924 $224K
Cordgrass Capital Advisors, LLC 0.07% Reduce -8.8% 4,901 $223K
Yacktman Asset Management 0.00% Reduce -15.5% 4,900 $223K
Arkfeld Wealth Strategies, L.L.C. 0.11% Add +0.5% 4,846 $223K
Wheelhouse Advisory Group LLC 0.16% New 4,838 $223K
Sonata Capital Group Inc. 0.11% No change 4,864 $222K
Diversified, LLC 0.03% Add +1.9% 4,873 $222K
MRA Advisory Group 0.13% New 4,854 $221K
Enterprise Financial Services Corp 0.14% Reduce -6.3% 4,854 $221K
Walkner Condon Financial Advisors LLC 0.05% New 4,851 $221K
Obermeyer Wealth Partners 0.01% Reduce -0.4% 4,845 $221K
River Street Advisors LLC 0.14% Reduce -24.3% 4,839 $220K
Richardson Financial Services Inc. 0.16% Reduce -6.7% 4,835 $220K
Requisite Capital Management, LLC 0.05% Reduce -13.2% 4,724 $220K
Broderick Brian C 0.04% No change 4,822 $220K
Atwood & Palmer Inc. 0.02% Reduce -0.8% 4,808 $219K
NWF Advisory Services Inc. 0.03% Add +0.1% 4,806 $219K
Monetary Management Group Inc. 0.06% No change 4,800 $219K
FWG Investments, LLC. 0.22% Add +1.5% 4,792 $218K
Northwest Wealth Management, LLC 0.06% Reduce -3.2% 4,791 $218K
Concord Wealth Partners 0.04% Add +2.3% 4,764 $217K
Founders Financial Securities LLC 0.02% New 4,761 $217K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -21.0% 4,760 $217K
Tarbox Family Office, Inc. 0.04% No change 4,755 $217K
Pointe Capital Management LLC 0.13% Reduce -3.6% 4,748 $216K
Angeles Investment Advisors, LLC 0.01% Reduce -33.3% 4,739 $216K
Webster Bank, N. A. 0.02% Reduce -4.8% 4,725 $215K
Ingalls & Snyder LLC 0.01% Reduce -9.8% 4,716 $215K
Invst, LLC 0.02% Reduce -8.7% 4,665 $215K
Jeppson Wealth Management, LLC 0.08% No change 4,710 $215K
First Financial Corp. 0.11% Reduce -7.4% 4,704 $214K
WealthShield Partners, LLC 0.03% Add +0.3% 4,602 $214K
William Allan Corp 0.14% Reduce -0.5% 4,706 $214K
Quotient Wealth Partners, LLC 0.01% New 4,683 $213K
Fortitude Family Office, LLC 0.12% Add +254.0% 4,680 $213K
Clear Harbor Asset Management, LLC 0.02% Add +0.8% 4,675 $213K
MBL Wealth, LLC 0.02% Reduce -3.6% 4,670 $213K
Apella Capital, LLC 0.01% New 4,554 $213K
GPS Wealth Strategies Group, LLC 0.03% Add +67.0% 4,659 $212K
Van Hulzen Asset Management, LLC 0.01% Reduce -16.2% 4,644 $212K
Weaver Consulting Group 0.07% Reduce -0.3% 4,654 $212K
Blankinship & Foster, LLC 0.05% No change 4,652 $212K
Woodmont Investment Counsel LLC 0.02% Reduce -4.7% 4,636 $211K
Murphy, Middleton, Hinkle & Parker, Inc. 0.12% No change 4,625 $211K
CYBER HORNET ETFs LLC 0.23% New 4,607 $210K
Coastline Trust Co 0.02% No change 4,600 $210K
Country Club Bank 0.01% Reduce -3.2% 4,590 $209K
Cornell Pochily Investment Advisors, Inc. 0.08% New 4,573 $208K
Front Row Advisors LLC 0.07% Add +1769.0% 4,467 $208K
Elmwood Wealth Management, Inc. 0.09% Reduce -1.0% 4,550 $207K
Souders Financial Advisors 0.03% New 4,550 $207K
High Net Worth Advisory Group LLC 0.06% New 4,549 $207K
NTV Asset Management LLC 0.03% New 4,545 $207K
Gateway Wealth Partners, LLC 0.06% New 4,539 $207K
Vantage Financial Partners, LLC 0.05% Reduce -8.1% 4,530 $206K
Strategic Investment Solutions, Inc. 0.07% — 4,193 $206K
Everpar Advisors LLC 0.10% New 4,511 $205K
Family Firm, Inc. 0.05% New 4,495 $205K
Mechanics Financial Corp 0.11% Reduce -8.7% 4,490 $205K
Kolinsky Wealth Management, LLC 0.15% New 4,470 $204K
Archford Capital Strategies, LLC 0.03% New 4,441 $202K
Triad Wealth Partners, LLC 0.11% New 4,435 $202K
Ironwood Investment Counsel, LLC 0.04% New 4,427 $202K
Allie Family Office LLC 0.12% New 4,415 $201K
LongView Wealth Management 0.07% New 4,406 $201K
Element Wealth, LLC 0.11% New 4,406 $201K
Venturi Wealth Management, LLC 0.01% Add +43.8% 4,403 $201K
Baxter Bros Inc. 0.03% New 4,400 $200K
Garde Capital, Inc. 0.01% No change 4,369 $199K
Abich Financial Wealth Management LLC 0.14% Add +25.1% 4,362 $199K
Sound Income Strategies, LLC 0.01% Add +29.1% 4,340 $198K
Rakuten Securities, Inc. 0.08% Reduce -12.3% 4,147 $189K
Gradient Investments LLC 0.00% Add +134.2% 4,100 $187K
Janiczek Wealth Management, LLC 0.04% Add +5.3% 3,965 $184K
State of Wyoming 0.03% Reduce -15.6% 4,031 $184K
Blue Bell Private Wealth Management, LLC 0.04% Add +0.1% 3,997 $182K
Ceeto Capital Group, LLC 0.07% No change 3,900 $181K
Laurel Wealth Advisors LLC 0.03% Add +3.7% 3,967 $181K
Slocum, Gordon & Co LLP 0.13% Reduce -4.6% 3,960 $180K
Y.D. More Investments Ltd 0.02% New 3,900 $178K
Sugarloaf Wealth Management, LLC 0.03% Add +14.6% 3,832 $175K
City Holding Co. 0.03% Reduce -10.7% 3,733 $170K
Coppell Advisory Solutions LLC 0.03% — 3,710 $169K
Union Savings Bank 0.09% No change 3,690 $168K
DT Investment Partners, LLC 0.01% No change 3,662 $167K
Westside Investment Management, Inc. 0.04% No change 3,650 $166K
Mb, Levis & Associates, LLC 0.09% Add +1.3% 3,619 $165K
Bellevue Asset Management, LLC 0.09% Add +1.6% 3,609 $164K
Caitlin John, LLC 0.12% Add +279.5% 3,609 $164K
Adirondack Trust Co. 0.07% Add +6.0% 3,580 $163K
Foster Dykema Cabot & Partners, LLC 0.01% No change 3,500 $163K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 3,550 $162K
Piscataqua Savings Bank 0.14% No change 3,547 $162K
Cromwell Holdings LLC 0.10% — 3,464 $161K
Quarry LP 0.07% Add +60.1% 3,498 $159K
Acima Private Wealth, LLC 0.06% No change 3,452 $157K
Capital Advisors, Ltd. LLC 0.02% Add +3.8% 3,456 $157K
Eagle Bay Advisors LLC 0.09% No change 3,330 $155K
Cornerstone Planning Group LLC 0.04% Add +493.2% 3,126 $154K
Resources Management Corp. /CT/ 0.02% Add +1.5% 3,320 $151K
St Germain D J Co. Inc. 0.01% Reduce -2.1% 3,309 $151K
PFS Partners, LLC 0.09% Reduce -21.6% 3,281 $149K
First Command Advisory Services, Inc. 0.00% New 3,238 $147K
Fairscale Capital, LLC 0.13% — 3,048 $146K
Aspire Private Capital, LLC 0.04% Add +0.8% 3,189 $145K
Redwood Wealth Management Group, LLC 0.11% New 3,176 $145K
Operose Advisors LLC 0.05% Reduce -31.5% 3,130 $143K
Chilton Capital Management LLC 0.01% Reduce -17.7% 3,128 $142K
Sachetta, LLC 0.06% Add +7.5% 2,764 $140K
Indiana Trust & Investment Management Co 0.05% Reduce -12.2% 3,050 $139K
AlphaMark Advisors, LLC 0.05% Add +0.1% 3,021 $138K
American Capital Advisory, LLC 0.10% Add +12.0% 3,413 $138K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,000 $137K
Key Financial Inc 0.03% No change 2,998 $137K
Cypress Capital Management LLC (WY) 0.14% No change 2,900 $135K
Tanglewood Legacy Advisors, LLC 0.06% No change 2,931 $134K
JFS Wealth Advisors, LLC 0.01% Add +1.3% 2,927 $133K
Planning Capital Management Corp 0.09% Add +0.7% 2,925 $133K
SIMA Wealth Partners, LLC 0.13% — 2,914 $133K
FSC Wealth Advisors, LLC 0.10% Add +5.4% 2,906 $132K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +42.0% 2,804 $130K
M&R Capital Management Inc. 0.03% Add +0.3% 2,862 $130K
Pittenger & Anderson Inc. 0.01% Reduce -5.5% 2,800 $128K
Kimelman & Baird, LLC 0.01% — 2,779 $127K
Cherry Tree Wealth Management, LLC 0.03% Reduce -17.3% 2,767 $126K
West Oak Capital, LLC 0.05% No change 2,740 $125K
Capula Management Ltd 0.00% Reduce -88.2% 2,726 $124K
NCP Inc. 0.08% No change 2,700 $123K
CarsonAllaria Wealth Management, Ltd. 0.08% Reduce -11.6% 2,698 $123K
Versant Capital Management, Inc 0.03% Add +74.0% 2,561 $117K
RE Dickinson Investment Advisors, LLC 0.07% No change 2,520 $115K
Jackson, Grant Investment Advisers, Inc. 0.05% Add +1.9% 2,482 $113K
Roble, Belko & Company, Inc 0.02% No change 2,485 $113K
Tucker Asset Management LLC 0.02% Reduce -13.3% 2,455 $112K
Park Place Capital Corp 0.04% Reduce -2.0% 2,446 $111K
Gen-Wealth Partners Inc 0.05% No change 2,441 $111K
Field & Main Bank 0.04% No change 2,400 $109K
Central Bank & Trust Co. 0.02% Reduce -3.6% 2,399 $109K
GHP Investment Advisors, Inc. 0.01% Add +0.5% 2,394 $109K
Kelly Financial Services LLC 0.04% Add +5.1% 2,391 $109K
Bramshill Investments, LLC 0.01% Reduce -90.0% 2,389 $109K
CNB Bank 0.05% Reduce -3.0% 2,386 $109K
Burkett Financial Services, LLC 0.05% Add +2.2% 2,330 $106K
Bank of New Hampshire 0.03% No change 2,320 $106K
Benjamin Edwards Inc. 0.02% Add +0.1% 2,304 $105K
Plante Moran Financial Advisors, LLC 0.01% No change 2,287 $104K
Pin Oak Investment Advisors Inc. 0.10% No change 2,270 $103K
Addison Advisors LLC 0.03% Add +16.7% 2,204 $100K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% New 2,150 $98K
USA Financial Formulas 0.02% New 2,115 $96K
Missouri Trust & Investment Co 0.04% No change 2,100 $96K
Bfsg, LLC 0.01% No change 2,043 $93K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -15.6% 2,034 $93K
Avion Wealth 0.03% Reduce -8.9% 2,023 $92K
Optiver Holding B.V. 0.00% New 2,018 $92K
Glass Jacobson Investment Advisors llc 0.03% Add +10.4% 2,001 $91K
Security National Bank 0.01% No change 1,957 $89K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.8% 1,954 $89K
Motco 0.01% No change 1,935 $88K
Winch Advisory Services, LLC 0.03% Add +90.6% 1,921 $87K
Evermay Wealth Management LLC 0.01% No change 1,879 $87K
Pathway Financial Advisers, LLC 0.03% Add +3.1% 1,904 $87K
Mizuho Bank, Ltd. 0.02% New 1,900 $87K
WR Wealth Planners, LLC 0.03% Add +2.8% 1,888 $86K
Albion Financial Group 0.01% Reduce -32.1% 1,878 $86K
Basso Capital Management, L.P. 0.07% No change 1,814 $83K
Oliver Lagore Vanvalin Investment Group 0.02% Add +41.8% 1,798 $82K
Thompson Investment Management, Inc. 0.01% No change 1,764 $80K
Unique Wealth Strategies, LLC 0.04% New 1,836 $80K
Wetzel Investment Advisors, Inc. 0.04% No change 1,771 $77K
Castleview Partners, LLC 0.04% Add +9.8% 1,675 $76K
Sittner & Nelson, LLC 0.04% No change 1,665 $76K
Prestige Wealth Management Group LLC 0.02% No change 1,624 $75K
New England Capital Financial Advisors LLC 0.04% Add +2.1% 1,642 $75K
Hoese & Co LLP 0.06% No change 1,600 $74K
McIlrath & Eck, LLC 0.01% Add +17.2% 1,605 $73K
Proffitt & Goodson Inc. 0.01% No change 1,603 $73K
Pacific Center for Financial Services 0.02% No change 1,602 $73K
Spectrum Wealth Counsel, LLC 0.01% No change 1,598 $73K
Community Bank, N.A. 0.01% No change 1,595 $73K
United Community Bank 0.03% New 1,583 $72K
Cranbrook Wealth Management, LLC 0.02% Add +0.9% 1,581 $72K
S.A. Mason LLC 0.04% No change 1,565 $71K
Atticus Wealth Management, LLC 0.02% Add +0.5% 1,539 $70K
Barrett & Company, Inc. 0.03% Add +5.7% 1,530 $70K
Boyd Watterson Asset Management LLC 0.02% No change 1,492 $68K
Tacita Capital Inc 0.05% No change 1,485 $68K
Kozak & Associates, Inc. 0.02% No change 1,449 $67K
Perkins Coie Trust Co 0.02% No change 1,460 $66K
Peoples Bank 0.05% Add +16.1% 1,441 $66K
Timber Creek Capital Management LLC 0.02% No change 1,440 $66K
Bell Investment Advisors, Inc 0.01% Add +5.2% 1,432 $65K
Crewe Advisors LLC 0.01% Reduce -8.8% 1,402 $64K
Partnership Wealth Management, LLC 0.05% Add +0.4% 1,370 $62K
Canton Hathaway, LLC 0.02% No change 1,340 $61K
Camelot Portfolios, LLC 0.03% New 1,324 $60K
Rosenberg Matthew Hamilton 0.02% Reduce -14.8% 1,297 $60K
First Community Trust NA 0.05% No change 1,300 $59K
LFA - Lugano Financial Advisors SA 0.05% New 1,300 $59K
Costello Asset Management, INC 0.04% No change 1,300 $59K
ESL Trust Services, LLC 0.01% No change 1,300 $59K
EdgeRock Capital LLC 0.05% New 1,285 $59K
Scarborough Advisors, LLC 0.02% Add +18.5% 1,283 $58K
Horizon Bancorp Inc. 0.03% Reduce -12.9% 1,274 $58K
Birchbrook, Inc. 0.03% No change 1,250 $57K
Pension & Wealth Management Advisors, Inc. 0.03% Add +2.2% 1,249 $57K
Quent Capital, LLC 0.01% Add +7.4% 1,238 $56K
West Branch Capital LLC 0.02% Reduce -1.2% 1,200 $55K
Steph & Co. 0.02% No change 1,200 $55K
Investment Research & Advisory Group, Inc. 0.02% No change 1,197 $55K
First Personal Financial Services 0.01% Add +41.6% 1,191 $54K
Activest Wealth Management 0.02% Add +0.4% 1,189 $54K
First PREMIER Bank 0.01% No change 1,190 $54K
Halpern Financial, Inc. 0.01% No change 1,180 $54K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,154 $53K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,148 $52K
Colonial Trust Advisors 0.00% Reduce -1.5% 1,121 $51K
Covestor Ltd 0.03% Add +7.3% 1,123 $51K
Global Trust Asset Management, LLC 0.02% No change 1,114 $51K
Olistico Wealth, LLC 0.03% New 1,109 $51K
Sawyer & Company, Inc 0.02% No change 1,100 $50K
Spotlight Asset Group, Inc. 0.03% No change 1,096 $50K
Glen Eagle Advisors, LLC 0.01% Reduce -14.5% 1,019 $46K
Advantage Trust Co 0.03% No change 1,000 $46K
Pingora Partners LLC 0.03% Reduce -16.0% 1,000 $46K
Creekmur Asset Management LLC 0.01% Add +229.4% 998 $45K
Lynx Investment Advisory 0.03% — 975 $44K
Tower View Wealth Management LLC 0.02% Add +1.4% 954 $43K
Private Wealth Management Group, LLC 0.02% No change 946 $43K
GW&K Investment Management, LLC 0.00% Reduce -12.8% 939 $43K
Great Lakes Retirement, Inc. 0.01% New 896 $42K
Bruce G. Allen Investments, LLC 0.03% Add +16.6% 871 $40K
Louisbourg Investments Inc. 0.01% No change 860 $39K
Pineridge Advisors LLC 0.01% Add +3.4% 859 $39K
CGC Financial Services, LLC 0.02% No change 850 $39K
Islay Capital Management, LLC 0.03% No change 842 $38K
Riverview Trust Co 0.04% No change 818 $37K
SOA Wealth Advisors, LLC. 0.01% Reduce -17.5% 804 $37K
Navera Investment Management Ltd. 0.00% Reduce -65.2% 800 $36K
Mowery & Schoenfeld Wealth Management, LLC 0.05% No change 800 $36K
Wolff Wiese Magana LLC 0.03% Reduce -11.1% 791 $36K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -86.1% 783 $36K
POM Investment Strategies, LLC 0.03% Add +1.2% 776 $35K
Frazier Financial Advisors, LLC 0.03% Add +84.3% 765 $35K
Iron Horse Wealth Management, LLC 0.01% Add +0.1% 765 $35K
Dynamic Wealth Strategies, LLC 0.03% No change 741 $34K
Ulland Investment Advisors, LLC 0.03% No change 742 $34K
Arlington Trust Co LLC 0.01% Add +431.6% 739 $34K
Asset Dedication, LLC 0.00% No change 721 $33K
Tortoise Investment Management, LLC 0.00% Add +0.7% 719 $33K
Redmont Wealth Advisors LLC 0.05% Reduce -53.7% 706 $32K
Bray Capital Advisors 0.01% No change 695 $32K
EntryPoint Capital, LLC 0.01% Reduce -42.0% 686 $31K
Westend Capital Management, LLC 0.01% No change 666 $31K
Ruedi Wealth Management, Inc. 0.01% Add +3.4% 672 $31K
WFA of San Diego, LLC 0.03% — 668 $30K
Valley Wealth Managers, Inc. 0.00% Add +63.9% 667 $30K
Hobbs Group Advisors, LLC 0.01% — 665 $30K
Criterion Capital Advisors, LLC 0.02% No change 649 $30K
Nemes Rush Group LLC 0.00% No change 649 $30K
AllSquare Wealth Management LLC 0.02% No change 645 $29K
BNP Paribas 0.00% No change 630 $29K
IAG Wealth Partners, LLC 0.01% Add +2.1% 629 $29K
Providence Capital Advisors, LLC 0.01% Add +0.8% 625 $28K
Sanctuary Wealth Management, L.L.C. 0.02% Reduce -70.1% 614 $28K
Accordant Advisory Group Inc 0.03% No change 600 $27K
Mfa Wealth Advisors, LLC 0.01% New 600 $27K
Northwest Bank & Trust Co 0.02% No change 600 $27K
Pacifica Partners Inc. 0.01% Add +1.4% 595 $27K
Pacific Capital Wealth Advisors, Inc. 0.01% Reduce -7.2% 597 $27K
Maryland Capital Advisors Inc. 0.01% Add +1.4% 583 $27K
West Paces Advisors Inc. 0.01% No change 579 $26K
Summer Road LLC 0.02% New 550 $25K
Financial Management Professionals, Inc. 0.00% Reduce -84.3% 552 $25K
Transcendent Capital Group LLC 0.01% No change 548 $25K
DecisionPoint Financial, LLC 0.01% No change 500 $25K
Custom Portfolio Group LLC 0.02% No change 500 $23K
Clearstead Trust, LLC 0.01% No change 504 $23K
St. Johns Investment Management Company, LLC 0.01% No change 500 $23K
Fairman Group, LLC 0.02% Add +2.1% 482 $22K
Cypress Capital, LLC 0.01% New 486 $22K
Kiely Wealth Advisory Group, Inc. 0.01% No change 415 $21K
Zions Bancorporation, N.A. 0.00% Reduce -25.9% 455 $21K
Cultivar Capital, Inc. 0.02% New 450 $20K
William B. Walkup & Associates, Inc. 0.01% — 447 $20K
Altshuler Shaham Ltd 0.00% Reduce -34.2% 443 $20K
Studio Investment Management LLC 0.00% No change 422 $20K
Core Alternative Capital 0.00% No change 423 $19K
Financial Freedom, LLC 0.01% Add +0.5% 421 $19K
TruNorth Capital Management, LLC 0.01% New 419 $19K
Ogorek Anthony Joseph /NY/ 0.01% Add +2.0% 408 $18K
Northwest Capital Management Inc 0.01% Reduce -45.5% 386 $18K
VitalStone Financial, LLC 0.01% Add +2.1% 383 $17K
Newton One Investments LLC 0.01% Reduce -60.0% 369 $17K
DHJJ Financial Advisors, Ltd. 0.01% No change 361 $16K
Dogwood Wealth Management LLC 0.01% Add +2.3% 357 $16K
Nvwm, LLC 0.00% Add +6.5% 343 $16K
1832 Asset Management L.P. 0.00% Add +70.2% 349 $16K
Meeder Asset Management Inc. 0.00% Add +31.0% 338 $15K
Balefire, LLC 0.01% No change 337 $15K
Fairfield Financial Advisors, LTD 0.00% — 331 $15K
TD Capital Management LLC 0.00% No change 331 $15K
Kessler Investment Group, LLC 0.01% No change 331 $15K
PSI Advisors, LLC 0.00% Reduce -44.8% 322 $15K
Founders Capital Management 0.01% No change 306 $14K
Private Ocean, LLC 0.00% Reduce -20.8% 305 $14K
Wiser Advisor Group LLC 0.02% Add +2.7% 305 $14K
Rise Advisors, LLC 0.01% Add +13.4% 304 $14K
MidAtlantic Capital Management, Inc. 0.01% No change 300 $14K
Global Wealth Strategies & Associates 0.00% No change 300 $14K
Tradewinds Capital Management, LLC 0.00% No change 300 $14K
Tidemark, LLC 0.01% Reduce -13.7% 291 $13K
Global Financial Private Client, LLC 0.01% Add +2.1% 285 $13K
REAP Financial Group, LLC 0.00% Reduce -9.8% 277 $13K
Elevation Wealth Partners, LLC 0.01% Reduce -60.8% 273 $12K
FWL Investment Management, LLC 0.01% No change 265 $12K
Evolution Advisers, Inc. 0.01% Add +3.8% 273 $12K
Ridgewood Investments LLC 0.01% No change 263 $12K
EnRich Financial Partners LLC 0.00% No change 262 $12K
Beaird Harris Wealth Management, LLC 0.00% No change 255 $12K
Creative Capital Management Investments LLC 0.01% New 255 $12K
Syntax Research, Inc. 0.01% No change 250 $11K
Cassady Schiller Wealth Management, LLC 0.00% No change 250 $11K
Blume Capital Management, Inc. 0.00% No change 240 $11K
IFS Advisors, LLC 0.01% No change 227 $10K
Carolina Wealth Advisors, LLC 0.01% No change 225 $10K
JNBA Financial Advisors 0.00% No change 225 $10K
Harvest Fund Management Co., Ltd 0.00% New 227 $10K
PrairieView Partners, LLC 0.00% No change 200 $9K
HighMark Wealth Management LLC 0.01% Add +1.6% 195 $9K
Annapolis Financial Services, LLC 0.00% No change 167 $8K
Painted Porch Advisors LLC 0.00% New 165 $8K
Hanson & Doremus Investment Management 0.00% No change 150 $7K
Penserra Capital Management LLC 0.00% No change 144 $7K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 160 $7K
Emfo, LLC 0.01% No change 150 $7K
SWAN Capital LLC 0.00% New 150 $7K
Christopher J. Hasenberg, Inc 0.00% New 140 $6K
PayPay Securities Corp 0.52% Reduce -54.6% 137 $6K
Raffa Wealth Management, LLC 0.00% No change 126 $6K
Anfield Capital Management, LLC 0.00% Add +24.0% 124 $6K
Aspect Partners, LLC 0.00% Add +70.2% 114 $5K
True Wealth Design, LLC 0.00% Reduce -88.8% 110 $5K
Country Trust Bank 0.00% Add +10.0% 110 $5K
Mizuho Securities Co. Ltd. 0.01% Add +233.3% 100 $5K
Red Tortoise LLC 0.00% No change 100 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 100 $5K
Dunhill Financial, LLC 0.00% Reduce -34.6% 89 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +16.0% 87 $4K
Trifecta Capital Advisors, LLC 0.00% No change 79 $4K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -74.1% 70 $3K
HBC Financial Services, PLLC 0.00% No change 60 $3K
Morton Brown Family Wealth, LLC 0.00% New 60 $3K
Financial Network Wealth Advisors LLC 0.00% New 55 $3K
Abound Wealth Management 0.00% Reduce -70.8% 58 $3K
Evergreen Private Wealth LLC 0.00% No change 55 $3K
ZynergyRetirementPlanningLLC 0.00% — 50 $2K
SJS Investment Consulting Inc. 0.00% Add +16.7% 42 $2K
Laffer Tengler Investments, Inc. 0.00% No change 37 $2K
Highline Wealth Partners LLC 0.00% New 37 $2K
Financial Gravity Asset Management, Inc. 0.00% No change 37 $2K
NewSquare Capital LLC 0.00% Reduce -61.3% 29 $1K
Voisard Asset Management Group, Inc. 0.00% New 25 $1K
WealthCollab, LLC 0.00% No change 22 $1K
Winthrop Capital Management, LLC 0.00% No change 30 $1K
Cedar Mountain Advisors, LLC 0.00% No change 21 $960
New Millennium Group LLC 0.00% New 16 $729
WestEnd Advisors, LLC 0.00% No change 15 $683
Riggs Asset Managment Co. Inc. 0.00% No change 7 $319
Ransom Advisory, Ltd 0.00% Reduce -98.7% 5 $231
McClarren Financial Advisors, Inc. 0.00% Reduce -97.0% 45 $54
Erste Asset Management GmbH 0.00% No change 1 $46
Beach Investment Counsel Inc. 0.00% New 10 $0

"% of holder's portfolio" is MO's weight in each manager's 13F, not the share of Altria Group Inc. the manager owns.