Morgan StanleyMS

13F holders, Q3 2024 (September 30)
1,873holders +46
149new positions
107sold out
11famous investors
$104.29avg. 13F price*

At the end of Q3 2024, 1,873 institutions reported holding Morgan Stanley (MS) in their 13F filings, up 46 from Q2 2024. 149 opened new positions and 107 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($39.3B), State Street Corp. ($11.5B) and Vanguard Group Inc. ($11.4B). 11 famous investors held it, including Ken Fisher (1.0% of Fisher Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

Company
Morgan Stanley
Sector
Finance
CUSIP
617446448
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions149$903.1M
Exits107$467.2M

All 13F filers, Q2 2024 → Q3 2024: 40,803,121 shares bought and 42,059,828 shares sold, net −1,256,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,873 holders

Mitsubishi Ufj Financial Group Inc. 100.00% No change 377,085,167 $39.3B
State Street Corp. 0.47% Add +0.0% 110,279,349 $11.5B
Vanguard Group Inc. 0.20% Add +0.7% 109,436,152 $11.4B
BlackRock, Inc. 0.20% — 88,782,071 $9.3B
JPMorgan Chase & Co. 0.34% Reduce -17.3% 40,993,901 $4.3B
Wellington Management Group LLP 0.57% Reduce -19.1% 31,171,766 $3.2B
Capital International Investors 0.60% Add +1.1% 30,017,631 $3.1B
Geode Capital Management, LLC 0.21% Add +1.1% 25,240,729 $2.6B
FMR LLC 0.15% Reduce -1.5% 22,836,225 $2.4B
Fisher Asset Management 0.96% Add +2.7% 22,404,981 $2.3B
Bank of America Corp. 0.19% Reduce -0.9% 20,827,995 $2.2B
Massachusetts Financial Services Co. 0.60% Reduce -1.6% 19,169,369 $2.0B
Capital Research Global Investors 0.33% Add +73.9% 15,050,540 $1.6B
Goldman Sachs Group Inc. 0.30% Add +8.9% 14,965,570 $1.6B
Norges Bank 0.22% Add +4.1% 14,941,146 $1.6B
Ameriprise Financial Inc. 0.35% Add +0.7% 13,111,818 $1.4B
T. Rowe Price Associates Inc. 0.15% Reduce -3.3% 12,222,263 $1.3B
Northern Trust Corp. 0.19% Reduce -6.7% 11,169,608 $1.2B
Bank of New York Mellon Corp 0.21% Reduce -14.4% 11,019,072 $1.1B
Charles Schwab Investment Management Inc. 0.22% Add +0.1% 10,971,995 $1.1B
UBS Group AG 0.30% Add +4.7% 10,431,378 $1.1B
Invesco Ltd. 0.21% Reduce -4.2% 10,356,874 $1.1B
Manufacturers Life Insurance Company, The 0.82% Reduce -1.4% 8,859,140 $923.5M
Franklin Resources Inc. 0.25% Add +75.2% 7,850,848 $881.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.23% Add +4.8% 8,454,177 $881.3M
Legal & General Group Plc 0.23% Add +0.6% 8,249,376 $859.9M
Dimensional Fund Advisors LP 0.20% Reduce -8.3% 8,102,065 $844.6M
Royal Bank of Canada 0.18% Reduce -2.9% 7,547,847 $786.8M
Janus Henderson Group PLC 0.34% Reduce -6.5% 6,314,308 $658.2M
Bank of Montreal 0.31% Add +1.6% 6,261,038 $651.8M
Boston Partners 0.77% Reduce -13.6% 6,179,511 $648.4M
Morgan Stanley 0.05% Add +0.7% 6,111,353 $637.0M
Barclays PLC 0.28% Add +13.5% 6,078,153 $633.6M
Alphinity Investment Management Pty Ltd 3.68% New 5,971,265 $622.4M
Nuveen Asset Management, LLC 0.17% Reduce -1.9% 5,801,821 $604.8M
Capital World Investors 0.09% Add +0.3% 5,628,444 $586.7M
Amundi 0.19% Reduce -9.3% 4,811,589 $513.6M
Deutsche Bank AG 0.21% Add +16.5% 4,867,141 $507.4M
Schroder Investment Management Group 0.52% Add +3.4% 4,828,686 $503.3M
Principal Financial Group Inc. 0.27% Add +0.8% 4,711,805 $491.2M
Wells Fargo & Company 0.11% Add +4.7% 4,345,532 $453.0M
Voya Investment Management LLC 0.51% Add +1.8% 4,054,639 $422.7M
HSBC Holdings PLC 0.22% Add +3.7% 3,381,149 $352.1M
Alliancebernstein L.P. 0.10% Add +0.4% 2,842,101 $296.3M
Sumitomo Mitsui Trust Group, Inc. 0.20% Add +1.1% 2,732,791 $284.9M
Envestnet Asset Management Inc. 0.09% Add +0.6% 2,526,924 $263.4M
Millennium Management 0.24% Add +49.9% 2,519,040 $262.6M
California Public Employees Retirement System 0.18% Add +1.1% 2,495,210 $260.1M
Cullen Capital Management, LLC 2.79% Reduce -4.6% 2,461,917 $256.6M
Federated Hermes, Inc. 0.56% Add +78.2% 2,446,266 $255.0M
Rhumbline Advisers 0.23% Reduce -3.6% 2,426,282 $252.9M
National Pension Service 0.24% Add +14.3% 2,371,049 $247.2M
BNP Paribas Financial Markets 0.24% Add +40.1% 2,317,799 $241.6M
Canada Pension Plan Investment Board 0.22% Reduce -2.9% 2,267,186 $236.3M
PNC Financial Services Group, Inc. 0.15% Add +0.9% 2,245,833 $234.1M
Ensign Peak Advisors, Inc 0.40% Add +5.7% 2,181,465 $227.4M
Nordea Investment Management AB 0.25% Add +9.8% 2,097,200 $217.8M
Neuberger Berman Group LLC 0.17% Add +17.5% 2,083,531 $217.2M
Raymond James & Associates 0.13% Add +19.8% 2,077,282 $216.5M
California State Teachers Retirement System 0.24% Reduce -0.7% 1,970,713 $205.4M
Unisphere Establishment 1.93% No change 1,950,000 $203.3M
Lord, Abbett & Co. LLC 0.65% Reduce -1.5% 1,947,252 $203.0M
Fayez Sarofim & Co 0.51% Reduce -7.0% 1,913,135 $199.4M
Corient Private Wealth LP 0.31% Add +12.7% 1,904,824 $198.2M
Macquarie Group Ltd. 0.21% Add +15.3% 1,896,557 $197.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.20% Add +7.9% 1,766,239 $184.1M
Citigroup Inc. 0.17% Reduce -3.8% 1,763,634 $183.8M
LPL Financial LLC 0.08% Add +17.5% 1,656,079 $172.6M
Aberdeen Group plc 0.31% Add +11.1% 1,628,952 $169.2M
Focused Investors LLC 5.12% Reduce -1.9% 1,618,200 $168.7M
Stifel Financial Corp. 0.18% Add +4.2% 1,607,923 $167.6M
Healthcare of Ontario Pension Plan Trust Fund 0.41% Add +382.4% 1,597,800 $166.6M
CANADA LIFE ASSURANCE Co 0.28% Add +1.3% 1,562,031 $163.0M
Arrowstreet Capital, Limited Partnership 0.14% Add +177.7% 1,522,825 $158.7M
Fifth Third Bancorp 0.57% Reduce -0.8% 1,514,494 $157.9M
Hamlin Capital Management, LLC 3.93% Add +8.4% 1,503,973 $156.8M
New York State Common Retirement Fund 0.21% Reduce -6.4% 1,498,503 $156.2M
Primecap Management Co. 0.11% Reduce -3.6% 1,450,907 $151.2M
Prudential Financial Inc. 0.21% Reduce -3.2% 1,425,102 $148.6M
FIL Ltd 0.13% Reduce -3.6% 1,345,487 $140.3M
HighTower Advisors, LLC 0.21% Add +71.1% 1,370,572 $140.1M
Public Employees Retirement Association of Colorado 0.54% Reduce -0.2% 1,294,580 $134.9M
Evercore Wealth Management, LLC 2.01% Reduce -0.7% 1,282,786 $133.7M
Tredje AP-fonden 1.16% Add +1.3% 1,232,973 $128.5M
Korea Investment CORP 0.30% Add +23.5% 1,219,459 $127.1M
Adage Capital Partners Gp, L.L.C. 0.22% Reduce -2.2% 1,174,234 $122.4M
Natixis Advisors, LLC 0.23% Add +1.4% 1,152,937 $120.2M
New York State Teachers Retirement System 0.25% Reduce -5.0% 1,147,624 $119.6M
Bessemer Group Inc. 0.20% Add +2.0% 1,146,678 $119.5M
State Board of Administration of Florida Retirement System 0.23% Reduce -3.1% 1,131,850 $118.0M
Commerce Bank 0.72% Add +0.7% 1,128,893 $117.7M
Ossiam 2.25% Add +52.7% 1,118,299 $116.6M
National Bank of Canada 0.15% Reduce -53.0% 1,102,176 $114.9M
American Century Companies Inc. 0.07% Reduce -4.6% 1,101,337 $114.8M
Artisan Partners Limited Partnership 0.17% Reduce -3.8% 1,084,570 $113.1M
Marshall Wace, LLP 0.15% Reduce -48.3% 1,078,083 $112.4M
Man Group plc 0.32% Add +34.8% 1,044,802 $108.9M
Brandywine Global Investment Management, LLC 0.71% Add +4.5% 933,595 $104.8M
Douglas Lane & Associates, LLC 1.43% Reduce -3.0% 1,000,142 $104.3M
Susquehanna International Group, LLP 0.18% Add +45.4% 974,905 $101.6M
Wealth Enhancement Advisory Services, LLC 0.22% Add +2.6% 973,063 $101.4M
Alyeska Investment Group, L.P. 0.52% New 969,611 $101.1M
Squarepoint Ops LLC 0.33% Add +2.1% 949,795 $99.0M
Retirement Systems of Alabama 0.37% Reduce -6.8% 937,020 $97.7M
Russell Investments Group, Ltd. 0.14% Add +7.9% 936,420 $97.6M
DNB Asset Management AS 0.44% Add +0.3% 928,019 $96.7M
Allianz Asset Management GmbH 0.14% Add +1.6% 869,670 $90.7M
M&T Bank Corp 0.29% Reduce -2.1% 842,699 $87.8M
Swedbank AB 0.11% Add +1.6% 837,985 $87.4M
Clark Capital Management Group, Inc. 0.60% Add +1.9% 835,396 $87.1M
Aristotle Capital Management, LLC 0.16% Add +0.8% 826,487 $86.2M
RBF Capital, LLC 4.33% No change 810,432 $84.5M
UniSuper Management Pty Ltd 0.63% Add +0.3% 809,089 $84.3M
Storebrand Asset Management As 0.26% Add +2.7% 784,205 $81.7M
Aviva PLC 0.21% Add +2.4% 770,544 $80.3M
Rathbones Group PLC 0.40% Add +6.2% 764,832 $79.7M
US Bancorp \de 0.10% Reduce -2.3% 760,980 $79.3M
Renaissance Technologies 0.12% Add +137.8% 757,783 $79.0M
Pzena Investment Management LLC 0.25% Add +0.1% 750,188 $78.2M
First Trust Advisors LP 0.07% Add +233.3% 739,852 $77.1M
TCW Group Inc. 0.67% Reduce -2.5% 739,055 $77.0M
Pictet Asset Management Holding SA 0.08% Add +17.7% 737,399 $76.9M
State of Wisconsin Investment Board 0.19% Add +5.2% 722,060 $75.3M
AEGON ASSET MANAGEMENT UK Plc 1.02% Add +15.7% 719,210 $75.0M
Mariner, LLC 0.13% Add +4.5% 695,433 $72.5M
D. E. Shaw & Co. 0.10% Reduce -53.5% 682,270 $71.1M
Chevy Chase Trust Holdings, LLC 0.21% Reduce -2.2% 672,624 $70.1M
Public Employees Retirement System of Ohio 0.30% Reduce -0.6% 667,801 $69.6M
LGT Capital Partners LTD. 2.41% Add +9.8% 663,540 $69.2M
Employees Retirement System of Texas 0.70% No change 659,400 $68.7M
Truist Financial Corp. 0.11% Reduce -4.2% 657,277 $68.5M
Factory Mutual Insurance Co. 0.71% Reduce -8.4% 655,250 $68.3M
Woodley Farra Manion Portfolio Management Inc. 3.26% Add +0.1% 621,239 $64.8M
Teewinot Capital Advisers, L.L.C. 6.42% Add +9.6% 609,254 $63.5M
Qube Research & Technologies Ltd 0.12% Reduce -54.4% 606,235 $63.2M
Royal London Asset Management Ltd. 0.15% Add +1.6% 596,932 $62.2M
Victory Capital Management Inc. 0.06% Reduce -7.6% 595,792 $62.1M
TD Asset Management Inc 0.05% Reduce -1.3% 589,263 $61.3M
DekaBank Deutsche Girozentrale 0.11% Add +0.5% 587,689 $61.2M
Clearbridge Investments, LLC 0.05% Reduce -7.1% 581,417 $60.6M
Capital Fund Management S.A. 0.66% Reduce -44.4% 569,478 $59.4M
Calamos Advisors LLC 0.40% Reduce -4.5% 548,468 $57.2M
Sei Investments Co. 0.07% Add +3.6% 545,274 $56.8M
Nisa Investment Advisors, LLC 0.34% Add +16.5% 545,146 $56.8M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -7.8% 541,669 $56.5M
Atalanta Sosnoff Capital, LLC 1.18% Reduce -0.2% 526,153 $54.8M
Danske Bank A/S 0.18% Add +1.0% 524,372 $54.7M
Lazard Freres Gestion S.A.S. 1.16% Reduce -1.6% 523,798 $54.6M
Treasurer of the State of North Carolina 0.22% Reduce -0.2% 519,357 $54.1M
Skandinaviska Enskilda Banken AB (publ) 0.24% Add +87.0% 507,857 $53.0M
Candriam S.C.A. 0.31% Add +29.1% 508,289 $53.0M
Asset Management One Co., Ltd. 0.19% Add +0.4% 503,769 $52.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Reduce -1.0% 485,271 $50.6M
Capital Advisors Inc. 1.01% Add +2.6% 484,821 $50.5M
Teachers Retirement System of the State of Kentucky 0.44% Reduce -4.2% 480,205 $50.1M
State of Tennessee, Department of Treasury 0.17% Add +8.0% 477,231 $49.7M
Robeco Institutional Asset Management B.V. 0.10% Add +25.2% 459,810 $47.9M
State of New Jersey Common Pension Fund D 0.19% No change 451,970 $47.1M
Gateway Investment Advisers LLC 0.51% Reduce -12.4% 446,031 $46.5M
Migdal Insurance & Financial Holdings Ltd. 0.75% Add +0.1% 443,287 $46.2M
Erste Asset Management GmbH 0.55% Add +39.7% 442,276 $46.1M
Handelsbanken Fonder AB 0.18% Add +0.1% 440,023 $45.9M
KBC Group NV 0.14% Add +38.6% 437,036 $45.6M
Holocene Advisors, LP 0.18% New 435,373 $45.4M
Todd Asset Management LLC 1.05% Reduce -0.6% 431,197 $44.9M
Commonwealth Equity Services, LLC 0.07% Add +1.4% 430,516 $44.9M
Rafferty Asset Management, LLC 0.15% Reduce -4.0% 422,350 $44.0M
Nomura Asset Management Co. Ltd. 0.14% Add +17.1% 422,103 $44.0M
Pinnacle Associates Ltd. 0.75% Add +4.3% 471,784 $44.0M
STRS Ohio 0.17% Reduce -0.3% 414,259 $43.2M
Bank of Nova Scotia 0.08% Reduce -41.4% 402,113 $41.9M
Resona Asset Management Co.,Ltd. 0.23% Reduce -2.1% 388,508 $40.5M
Connor, Clark & Lunn Investment Management Ltd. 0.20% Reduce -60.6% 385,787 $40.2M
Optiver Holding B.V. 1.01% Add +139.9% 381,832 $39.8M
Conning Inc. 1.35% Add +2.8% 375,659 $39.2M
AXA S.A. 0.12% Reduce -6.8% 371,692 $38.7M
Basswood Capital Management, L.L.C. 1.99% No change 369,259 $38.5M
Rockefeller Capital Management L.P. 0.10% Add +53.0% 367,022 $38.2M
Fiduciary Trust Co 0.53% Reduce -2.2% 366,242 $38.2M
Cibc World Market Inc. 0.09% Reduce -6.5% 364,017 $37.9M
Kodai Capital Management LP 0.78% New 360,042 $37.5M
Ferguson Wellman Capital Management, Inc. 0.73% Reduce -1.2% 359,696 $37.5M
Vontobel Holding Ltd. 0.12% Add +4.1% 356,654 $37.2M
Swiss Life Asset Management Ltd 0.42% Reduce -3.1% 354,033 $36.9M
Oppenheimer Asset Management Inc. 0.44% Add +0.2% 353,258 $36.8M
Toronto Dominion Bank 0.06% Reduce -14.5% 349,660 $36.4M
Arizona State Retirement System 0.23% Reduce -1.7% 349,479 $36.4M
Corebridge Financial, Inc. 0.19% Reduce -2.9% 340,617 $35.5M
Comerica Bank 0.14% Add +1.5% 339,808 $35.4M
State of Michigan Retirement System 0.18% Reduce -1.0% 339,226 $35.4M
Hosking Partners LLP 1.35% Reduce -4.5% 334,700 $34.9M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -0.1% 332,329 $34.6M
Gradient Investments LLC 0.72% Reduce -8.6% 331,311 $34.5M
MetLife Investment Management, LLC 0.19% Reduce -2.9% 325,565 $33.9M
Deroy & Devereaux Private Investment Counsel Inc. 1.94% Add +0.9% 324,476 $33.8M
GW&K Investment Management, LLC 0.28% Reduce -1.7% 318,808 $33.2M
Janney Montgomery Scott LLC 0.09% Add +5.7% 317,239 $33.1M
Varma Mutual Pension Insurance Co 0.26% Reduce -4.3% 282,612 $32.9M
Credit Agricole S A 0.17% Reduce -19.3% 314,021 $32.7M
Chilton Capital Management LLC 1.36% Add +2.7% 313,087 $32.6M
Mackenzie Financial Corp. 0.04% Add +5.9% 305,404 $31.8M
Matrix Asset Advisors Inc. 3.50% Reduce -0.7% 301,627 $31.4M
Baird Financial Group, Inc. 0.06% Add +4.3% 292,165 $30.5M
Forsta Ap-Fonden 0.23% Add +10.4% 289,863 $30.2M
MML Investors Services, LLC 0.11% Add +15.2% 289,408 $30.2M
CIBC Private Wealth Group LLC 0.05% Reduce -0.1% 288,305 $30.1M
Blue Chip Partners, LLC 2.59% Add +0.1% 285,621 $29.8M
Badgley Phelps Wealth Managers, LLC 0.69% Add +1.0% 285,520 $29.8M
Agf Management Ltd. 0.15% Reduce -22.7% 281,047 $29.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Reduce -1.3% 271,189 $28.3M
Mn Services Vermogensbeheer B.V. 0.19% Reduce -4.2% 266,600 $27.8M
AQR Capital Management 0.04% Add +132.6% 267,802 $27.7M
Maple Capital Management, Inc. 2.11% Add +1.0% 265,796 $27.7M
Crossmark Global Holdings, Inc. 0.49% Add +1.7% 262,030 $27.3M
Bollard Group LLC 0.73% Add +0.6% 262,012 $27.3M
Heritage Investors Management Corp. 0.91% Reduce -2.2% 261,146 $27.2M
Annex Advisory Services, LLC 0.87% Add +0.9% 261,119 $27.2M
Teacher Retirement System of Texas 0.13% Add +2.4% 259,434 $27.0M
Gabelli Funds LLC 0.20% Add +0.8% 258,486 $26.9M
Chilton Investment Co. Inc. 0.70% Reduce -51.4% 258,057 $26.9M
AMF Tjanstepension AB 0.19% Add +10.9% 256,360 $26.8M
Czech National Bank 0.27% Add +6.4% 253,773 $26.5M
NFJ Investment Group, LLC 0.77% Reduce -1.1% 251,858 $26.3M
Keybank National Association 0.10% Reduce -0.9% 250,853 $26.1M
IFM Investors Pty Ltd 0.25% Reduce -0.7% 248,431 $25.9M
Assetmark, Inc. 0.07% Reduce -1.3% 248,283 $25.9M
Cerity Partners LLC 0.06% Add +21.4% 247,677 $25.8M
Connors Investor Services Inc. 2.47% Add +3.9% 245,164 $25.5M
Pinebridge Investments, L.P. 0.19% Add +10598.2% 244,774 $25.5M
QRG Capital Management, Inc. 0.27% Add +3.7% 244,115 $25.4M
Amalgamated Bank 0.21% Reduce -3.0% 241,258 $25.1M
Harvest Portfolios Group Inc. 0.83% Reduce -3.5% 240,227 $25.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +35.4% 239,939 $25.0M
Cibc World Markets Corp. 0.18% Reduce -5.7% 239,764 $25.0M
ProShare Advisors LLC 0.06% Reduce -5.8% 239,440 $25.0M
Susquehanna Portfolio Strategies, LLC 1.69% No change 237,080 $24.7M
Beacon Investment Advisory Services, Inc. 1.01% Add +0.4% 233,502 $24.3M
Capital Group Private Client Services, Inc. 0.23% Reduce -1.6% 231,930 $24.2M
TD Waterhouse Canada Inc. 0.20% Reduce -7.2% 222,393 $24.1M
Abner Herrman & Brock LLC 2.91% Reduce -0.0% 231,133 $24.1M
Adams Diversified Equity Fund, Inc. 0.89% Reduce -10.7% 231,069 $24.1M
O'shaughnessy Asset Management, LLC 0.21% Add +2.8% 213,228 $23.9M
Edge Capital Group, LLC 1.06% Reduce -1.2% 229,662 $23.9M
NorthCoast Asset Management LLC 0.16% Add +80.0% 240,682 $23.4M
Valley Wealth Managers, Inc. 1.72% Reduce -0.6% 222,518 $23.2M
Sanctuary Advisors, LLC 0.15% Add +8.5% 172,114 $23.2M
CIBC Asset Management Inc 0.07% Add +16.1% 221,196 $23.1M
Madison Asset Management, LLC 0.26% Reduce -24.1% 221,191 $23.1M
Chartwell Investment Partners, LLC 0.79% Reduce -1.4% 220,262 $23.0M
Creative Planning 0.02% Add +4.2% 220,114 $22.9M
Public Sector Pension Investment Board 0.12% Add +2.5% 217,396 $22.7M
Bailard, Inc. 0.57% Reduce -0.8% 211,867 $22.1M
Moody LYNN Lieberson & Walker, LLC 1.36% Reduce -0.8% 211,480 $22.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.22% — 211,033 $22.0M
FUKOKU MUTUAL LIFE INSURANCE Co 1.57% Reduce -0.3% 210,248 $21.9M
USS Investment Management Ltd 0.16% Reduce -2.5% 210,057 $21.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.13% Reduce -13.4% 203,385 $21.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.21% Add +0.2% 202,983 $21.1M
Certuity, LLC 2.28% Add +0.3% 202,469 $21.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.09% No change 202,252 $21.1M
J.P. Marvel Investment Advisors, LLC 3.40% Reduce -0.3% 199,926 $20.8M
Copeland Capital Management, LLC 0.36% Reduce -3.9% 198,086 $20.6M
UMB Bank, n.a. 0.32% Reduce -5.5% 195,757 $20.4M
Utah Retirement Systems 0.23% Add +0.4% 191,968 $20.0M
Ilmarinen Mutual Pension Insurance Co 0.21% No change 188,484 $19.6M
Bridger Management, LLC 9.79% No change 187,714 $19.6M
Pacific Heights Asset Management LLC 1.44% No change 185,000 $19.3M
New York Life Investment Management LLC 0.19% Reduce -3.3% 184,598 $19.2M
LVM Capital Management Ltd. 2.18% No change 196,837 $19.1M
Mercer Global Advisors Inc. 0.04% Add +6.9% 181,803 $19.0M
Nexus Investment Management ULC 1.86% No change 182,027 $19.0M
NorthCrest Asset Manangement, LLC 0.57% Add +0.7% 181,749 $18.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +5.3% 179,126 $18.7M
Mutual of America Capital Management LLC 0.19% Reduce -3.7% 177,179 $18.5M
Xponance LLC 0.18% Add +1.3% 176,957 $18.4M
Yousif Capital Management, LLC 0.20% Reduce -1.4% 176,147 $18.4M
Peapack Gladstone Financial Corp. 0.26% Reduce -1.0% 173,402 $18.1M
HUB Investment Partners, LLC 0.79% Reduce -1.4% 173,214 $18.1M
Curi Capital, LLC 0.41% Reduce -2.8% 173,044 $18.0M
Ninety One SA (Pty) Ltd 3.93% No change 173,121 $18.0M
Cetera Investment Advisers 0.04% Add +12.4% 172,292 $18.0M
Edgar Lomax Co. 1.08% Reduce -1.6% 169,545 $17.7M
Grand Jean Capital Management Inc. 3.95% Reduce -0.1% 169,385 $17.7M
Bridgewater Associates 0.10% Add +7285.8% 169,357 $17.7M
Pathstone Holdings, LLC 0.08% Add +3.3% 168,843 $17.6M
MAI Capital Management 0.17% Reduce -8.5% 167,954 $17.5M
Daiwa Securities Group Inc. 0.08% Add +18.5% 167,076 $17.4M
GAMCO Investors 0.17% Reduce -8.0% 161,687 $16.9M
Wesbanco Bank Inc. 0.57% Add +3.9% 160,458 $16.7M
Prudential PLC 0.08% Add +4.2% 159,702 $16.6M
Blair William & Co. 0.05% Add +0.8% 159,364 $16.6M
Osaic Holdings, Inc. 0.04% Reduce -6.7% 159,046 $16.6M
FineMark National Bank & Trust 0.57% Add +0.5% 158,287 $16.5M
Pittenger & Anderson Inc. 0.62% Add +1.2% 157,988 $16.5M
Acadian Asset Management LLC 0.05% Reduce -33.1% 158,020 $16.5M
Appleton Partners Inc. 1.21% Add +0.3% 157,732 $16.4M
Brown Advisory Inc. 0.02% Reduce -2.2% 154,931 $16.2M
Citadel Advisors 0.02% Reduce -81.8% 154,172 $16.1M
Ninety One UK Ltd 0.04% Reduce -35.6% 153,981 $16.1M
SpiderRock Advisors, LLC 0.34% Add +91.3% 153,713 $16.0M
Telos Capital Management, Inc. 1.67% Add +1.6% 152,740 $15.9M
Tudor Investment Corporation 0.17% Reduce -35.8% 151,993 $15.8M
Glenmede Trust Co. NA 0.08% Reduce -1.1% 150,971 $15.7M
State of Alaska, Department of Revenue 0.17% Add +1.4% 150,662 $15.7M
Bokf, NA 0.28% Add +7.7% 150,081 $15.7M
Aptus Capital Advisors, LLC 0.24% Add +21.3% 150,311 $15.7M
Fred Alger Management, LLC 0.08% Add +2.4% 150,096 $15.6M
Los Angeles Capital Management LLC 0.06% Add +4.3% 149,300 $15.6M
Nissay Asset Management Corp. /Japan 0.10% Add +2.4% 148,506 $15.5M
Janney Capital Management LLC 1.04% Reduce -1.4% 147,348 $15.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +2.8% 144,967 $15.1M
Cambridge Investment Research Advisors, Inc. 0.05% Add +9.8% 144,961 $15.1M
Oak Harvest Investment Services 2.11% Add +4.8% 141,014 $14.7M
B. Metzler seel. Sohn & Co. Holding AG 0.14% — 139,078 $14.5M
B. Metzler seel. Sohn & Co. AG 0.14% Add +43.0% 139,078 $14.5M
Argent Trust Co 0.60% Reduce -3.8% 138,303 $14.4M
Aquatic Capital Management LLC 0.37% New 137,400 $14.3M
Cwm, LLC 0.06% Add +4.7% 137,240 $14.3M
Capital International, Inc. 0.18% Reduce -0.1% 135,682 $14.1M
Walleye Capital LLC 0.16% Reduce -3.5% 133,414 $13.9M
Payden & Rygel 1.06% Reduce -31.8% 131,500 $13.7M
Kestra Private Wealth Services, LLC 0.25% Reduce -3.4% 128,858 $13.4M
Daiichi Life Insurance Co., Ltd. 0.34% Reduce -22.8% 128,142 $13.4M
Envestnet Portfolio Solutions, Inc. 0.04% Add +16.7% 126,295 $13.2M
Vanguard Personalized Indexing Management, LLC 0.21% Add +9.2% 124,540 $13.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -7.7% 124,015 $12.9M
Oppenheimer & Co. Inc. 0.20% Reduce -7.0% 123,553 $12.9M
Captrust Financial Advisors 0.04% Add +0.7% 122,900 $12.8M
Choreo, LLC 0.19% Add +168.5% 122,666 $12.8M
Level Four Advisory Services, LLC 0.54% Add +3.6% 109,363 $12.7M
Vestor Capital, LLC 0.99% Add +222.1% 120,908 $12.6M
Grassi Investment Management 1.09% No change 120,750 $12.6M
Boston Common Asset Management, LLC 0.32% Add +5.8% 117,833 $12.3M
Ieq Capital, LLC 0.15% Add +5.2% 117,024 $12.2M
Cresset Asset Management, LLC 0.05% Add +4.9% 115,993 $12.1M
Elo Mutual Pension Insurance Co 0.26% Add +7.7% 115,841 $12.1M
Nixon Peabody Trust Co. 1.00% Add +0.7% 115,684 $12.1M
Guggenheim Capital LLC 0.09% Reduce -21.3% 115,146 $12.0M
Capital Analysts, LLC 0.49% Add +1.5% 114,451 $11.9M
Natixis 0.07% Reduce -73.1% 114,067 $11.9M
Wealthfront Advisers LLC 0.04% Reduce -4.8% 113,526 $11.8M
Greystone Financial Group, LLC 2.11% Add +17.3% 113,273 $11.8M
Allspring Global Investments Holdings, LLC 0.02% Add +9.8% 112,793 $11.8M
Lazard Asset Management LLC 0.02% Reduce -47.0% 112,304 $11.7M
Kestra Advisory Services, LLC 0.06% Reduce -0.7% 110,152 $11.5M
Intact Investment Management Inc. 0.38% Add +7.2% 109,800 $11.4M
Earnest Partners LLC 0.05% Reduce -0.3% 108,066 $11.3M
NewEdge Advisors, LLC 0.07% Add +6.0% 108,035 $11.3M
Avantax Advisory Services, Inc. 0.07% Add +3.3% 107,997 $11.3M
Ethic Inc. 0.28% Reduce -15.9% 119,526 $11.3M
Achmea Investment Management B.V. 0.19% Reduce -3.7% 107,696 $11.2M
Worldquant Millennium Advisors LLC 0.08% Reduce -78.6% 107,419 $11.2M
BTC Capital Management, Inc. 0.99% Reduce -2.3% 106,812 $11.1M
Oregon Public Employees Retirement Fund 0.21% Reduce -0.7% 106,632 $11.1M
Mediolanum International Funds Ltd 0.15% No change 106,459 $11.1M
Exchange Traded Concepts, LLC 0.26% Add +1147.4% 105,890 $11.0M
Atria Investments, Inc 0.14% Add +10.3% 105,863 $11.0M
GMO 0.03% Add +24.6% 105,763 $11.0M
Nomura Holdings Inc. 0.08% Add +15.7% 104,281 $10.9M
F/m Investments LLC 0.34% Add +13.0% 102,821 $10.7M
New Republic Capital, LLC 6.12% Add +0.1% 102,299 $10.7M
Twin Tree Management, LP 0.25% Add +7.3% 101,409 $10.6M
Viking Fund Management LLC 1.69% No change 100,000 $10.4M
Quantinno Capital Management LP 0.14% Add +32.7% 99,995 $10.4M
Stonegate Investment Group, LLC 0.27% Add +185.6% 98,887 $10.3M
Dupont Capital Management Corp. 0.86% No change 98,741 $10.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +11.7% 100,885 $10.3M
General Pension Society PZU Joint Stock Co 2.94% No change 97,369 $10.1M
Kintegral Advisory, LLC 0.93% Reduce -1.3% 96,925 $10.1M
Centre Asset Management, LLC 2.17% Add +0.7% 96,661 $10.1M
Gulf International Bank (UK) Ltd 0.26% Reduce -4.1% 96,301 $10.0M
Howe & Rusling Inc. 0.86% Add +1.7% 95,942 $10.0M
Scotia Capital Inc. 0.05% Reduce -4.5% 95,213 $9.9M
Lyell Wealth Management, LP 0.90% Add +4.0% 95,141 $9.9M
Banque Pictet & Cie SA 0.10% Add +4.4% 94,478 $9.8M
Illinois Municipal Retirement Fund 0.14% Add +0.2% 94,462 $9.8M
Fiduciary Alliance LLC 1.29% Add +13.1% 93,288 $9.7M
Pacer Advisors, Inc. 0.02% Add +4.3% 92,917 $9.7M
American Assets Investment Management, LLC 0.84% No change 92,000 $9.6M
Banco Santander, S.A. 0.11% Reduce -1.3% 90,891 $9.5M
Eagle Capital Management LLC 0.04% Reduce -10.8% 90,734 $9.5M
Cyndeo Wealth Partners, LLC 0.65% Add +75.7% 89,863 $9.4M
Orion Porfolio Solutions, LLC 0.09% Reduce -3.0% 89,436 $9.3M
Orion Portfolio Solutions, LLC 0.09% Reduce -3.0% 89,436 $9.3M
Lowe Brockenbrough & Co. Inc. 0.59% Reduce -12.8% 89,203 $9.3M
Cornerstone Advisors, LLC 0.37% Add +4.7% 88,800 $9.3M
Financial Counselors Inc. 0.14% Add +9.1% 88,279 $9.2M
Kentucky Retirement Systems 0.27% Reduce -8.0% 86,786 $9.0M
Tidal Investments LLC 0.10% Add +6.4% 85,446 $8.9M
Allianz SE 0.24% Add +14.7% 85,377 $8.9M
Texas Capital Bank Wealth Management Services Inc 0.87% Add +2.6% 84,986 $8.9M
Advocate Group LLC 1.59% Add +1.9% 84,365 $8.8M
Balyasny Asset Management L.P. 0.02% Add +56.2% 82,822 $8.6M
D.A. Davidson & Co. 0.07% Add +4.2% 82,300 $8.6M
Advisors Asset Management, Inc. 0.16% Reduce -3.3% 81,966 $8.5M
Castleark Management LLC 0.35% New 81,820 $8.5M
Calamos Wealth Management LLC 0.44% Add +0.6% 81,801 $8.5M
Mizuho Securities USA LLC 0.18% Reduce -16.3% 80,781 $8.4M
McGuire Investment Group, LLC 1.18% Reduce -1.9% 80,172 $8.4M
Avitas Wealth Management LLC 1.15% Add +1.4% 78,680 $8.2M
Baxter Bros Inc. 1.06% Add +7.1% 78,417 $8.2M
Hartford Investment Management Co. 0.27% Reduce -2.3% 78,405 $8.2M
BI Asset Management Fondsmaeglerselskab A/S 0.14% Add +42.2% 78,145 $8.1M
Integrated Advisors Network LLC 0.39% Add +1.5% 78,091 $8.1M
German American Bancorp, Inc. 0.85% Add +8.0% 77,420 $8.1M
Socorro Asset Management LP 3.16% Reduce -18.4% 77,029 $8.0M
Westbourne Investment Advisors, Inc. 2.80% Add +0.9% 76,989 $8.0M
Leuthold Group, LLC 0.89% Add +14.5% 76,523 $8.0M
Hourglass Capital, LLC 2.19% Reduce -2.3% 75,372 $7.9M
Greenwood Capital Associates LLC 1.02% Reduce -3.2% 74,976 $7.8M
Orange Investment Advisors, Inc. 0.86% Reduce -0.9% 74,960 $7.8M
Focus Partners Wealth 0.02% Reduce -76.8% 74,768 $7.8M
Banque Cantonale Vaudoise 0.32% Add +16.3% 74,309 $7.7M
Townsquare Capital LLC 0.09% Add +9.3% 73,872 $7.7M
Oliver Luxxe Assets LLC 1.37% Add +0.2% 73,783 $7.7M
Flputnam Investment Management Co. 0.14% Add +10.0% 73,553 $7.7M
Private Advisor Group, LLC 0.05% Add +2.0% 73,405 $7.7M
Amica Mutual Insurance Co. 0.74% Reduce -8.1% 73,035 $7.6M
CI Investments Inc. 0.03% Add +10.8% 71,895 $7.5M
Orbis Allan Gray Ltd 0.04% Add +262.0% 71,672 $7.5M
Cyrus J. Lawrence, LLC 1.45% Reduce -1.3% 71,109 $7.4M
Burns J W & Co. Inc. 0.96% Reduce -1.6% 71,103 $7.4M
Federation des caisses Desjardins du Quebec 0.04% Add +0.2% 70,638 $7.4M
Caisse de depot et placement du Quebec 0.01% Reduce -89.2% 70,500 $7.3M
Core Alternative Capital 1.42% Reduce -11.1% 70,449 $7.3M
Louisiana State Employees Retirement System 0.13% Reduce -1.0% 70,100 $7.3M
Rakuten Investment Management, Inc. 0.04% Add +32.4% 70,096 $7.3M
Hennessy Advisors Inc. 0.23% No change 69,500 $7.2M
Lido Advisors, LLC 0.05% Add +5.7% 69,249 $7.2M
Securian Asset Management, Inc. 0.21% Reduce -4.2% 68,900 $7.2M
Montag A & Associates Inc. 0.34% Add +0.1% 68,096 $7.1M
GLOBALT Investments LLC / GA 0.27% Add +77.8% 68,062 $7.1M
Baugh & Associates, LLC 3.62% Add +0.9% 69,785 $7.0M
Hartline Investment Corp./ 0.87% Add +107.7% 67,174 $7.0M
Beacon Harbor Wealth Advisors, Inc. 1.66% Add +1.4% 67,034 $7.0M
Maryland State Retirement & Pension System 0.15% Reduce -26.0% 66,951 $7.0M
Thrivent Financial for Lutherans 0.01% Add +0.8% 66,871 $7.0M
Jane Street Group, LLC 0.01% Reduce -89.2% 66,697 $7.0M
Albion Financial Group 0.48% Reduce -0.1% 66,467 $6.9M
Steward Partners Investment Advisory, LLC 0.06% Add +27.7% 66,327 $6.9M
Iowa State Bank 1.42% Add +0.8% 66,250 $6.9M
DCM Advisors, LLC 3.46% Add +0.2% 65,962 $6.9M
Empowered Funds, LLC 0.11% Add +44.1% 65,907 $6.9M
Argent Financial Group, Inc. 0.82% — 65,889 $6.9M
OMERS ADMINISTRATION Corp 0.06% Reduce -22.7% 65,353 $6.8M
Liontrust Investment Partners LLP 0.10% No change 70,000 $6.8M
Groupama Asset Managment 0.18% Reduce -9.1% 80,587 $6.7M
Investment Management Corp of Ontario 0.15% Add +25.6% 64,353 $6.7M
White Pine Investment CO 1.83% Reduce -2.0% 63,955 $6.7M
Private Wealth Partners, LLC 0.52% Add +4.5% 62,395 $6.5M
Assenagon Asset Management S.A. 0.01% Add +9.7% 62,267 $6.5M
Coldstream Capital Management Inc. 0.14% Add +4.8% 61,101 $6.4M
Foundations Investment Advisors, LLC 0.13% Add +16.3% 61,380 $6.4M
New Mexico Educational Retirement Board 0.22% Reduce -3.9% 61,210 $6.4M
Calydon Capital 1.04% Reduce -22.7% 61,053 $6.4M
Spectrum Wealth Counsel, LLC 0.75% New 60,845 $6.3M
Synovus Financial Corp. 0.07% Add +9.2% 59,758 $6.2M
Cunning Capital Partners, LP 3.21% No change 58,878 $6.1M
NEOS Investment Management LLC 0.19% Add +26.1% 58,826 $6.1M
Becker Capital Management Inc. 0.20% Add +0.1% 58,649 $6.1M
Xcel Wealth Management, LLC 1.79% Reduce -0.3% 58,115 $6.1M
Sequoia Financial Advisors, LLC 0.06% Add +23.8% 57,933 $6.0M
Tradewinds, LLC. 1.86% Add +4.8% 57,814 $6.0M
SteelPeak Wealth, LLC 0.26% Add +166.9% 57,338 $6.0M
Aureus Asset Management, LLC 0.39% Add +1.1% 57,159 $6.0M
First Hawaiian Bank 0.19% Reduce -2.8% 55,664 $5.8M
Geller Advisors LLC 0.40% Reduce -1.5% 55,488 $5.8M
Huntington National Bank 0.06% Reduce -1.0% 55,108 $5.7M
Loomis Sayles & Co. L P 0.01% Add +62.1% 54,496 $5.7M
Thompson Siegel & Walmsley LLC 0.09% Add +0.0% 54,433 $5.7M
MassMutual Private Wealth & Trust, FSB 0.16% Add +0.1% 53,442 $5.6M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -22.4% 53,276 $5.6M
Old Second National Bank of Aurora 1.34% Reduce -1.8% 53,265 $5.6M
Moran Wealth Management, LLC 0.17% Reduce -0.7% 52,465 $5.5M
Lorne Steinberg Wealth Management Inc. 1.58% Reduce -0.6% 52,333 $5.5M
Parallel Advisors, LLC 0.13% Add +1.6% 52,314 $5.5M
Metis Global Partners, LLC 0.17% Add +0.7% 52,199 $5.4M
Trifecta Capital Advisors, LLC 1.13% Reduce -2.0% 51,695 $5.4M
Consolidated Investment Group LLC 0.80% No change 51,600 $5.4M
Cullinan Associates Inc. 0.30% Add +3.8% 45,483 $5.4M
Norinchukin Bank, The 0.13% Add +16.1% 51,511 $5.4M
HB Wealth Management, LLC 0.06% Add +7.5% 50,770 $5.3M
Ballentine Partners, LLC 0.09% Add +3.1% 50,755 $5.3M
Vinva Investment Management Ltd 0.22% Add +3.4% 50,650 $5.3M
Intech Investment Management LLC 0.06% Add +1.8% 50,254 $5.2M
Brevan Howard Capital Management LP 0.26% New 49,884 $5.2M
First Trust Direct Indexing L.P. 0.28% Add +15.9% 49,674 $5.2M
AustralianSuper Pty Ltd 0.03% New 49,602 $5.2M
Summit Financial, LLC 0.20% Add +6.3% 49,418 $5.2M
Elk River Wealth Management LLC 0.93% Add +1.2% 49,149 $5.1M
Trajan Wealth LLC 0.30% Add +4.9% 48,737 $5.1M
Torray Investment Partners LLC 0.71% Add +8.1% 48,487 $5.1M
Simon Quick Advisors, LLC 0.32% Add +1.8% 48,471 $5.1M
E. Ohman J:or Asset Management AB 0.12% Reduce -6.8% 48,326 $5.0M
HighPoint Advisor Group LLC 0.29% Reduce -10.9% 48,150 $5.0M
Glenview Trust Co 0.10% Add +0.0% 47,885 $5.0M
Joel Isaacson & Co., LLC 0.24% Reduce -0.1% 47,795 $5.0M
First Manhattan Co. Llc. 0.01% Reduce -0.4% 47,391 $4.9M
Sterling Capital Management LLC 0.06% — 47,099 $4.9M
Tiaa Trust, National Association 0.01% Reduce -2.2% 46,946 $4.9M
&partners 0.09% Add +680.8% 47,376 $4.9M
Ameritas Investment Partners, Inc. 0.16% Reduce -6.5% 46,399 $4.8M
Atria Wealth Solutions, Inc. 0.05% Reduce -13.0% 46,068 $4.8M
Jupiter Wealth Management LLC 2.45% No change 45,928 $4.8M
Pinnacle Wealth Management Advisory Group, LLC 0.45% Add +2.1% 45,253 $4.7M
Citizens Financial Group Inc. 0.09% Add +18.8% 45,144 $4.7M
Empirical Finance, LLC 0.27% Add +1.8% 44,955 $4.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.51% Add +1.3% 44,857 $4.7M
SkyOak Wealth, LLC 1.03% Add +0.0% 44,579 $4.6M
Linscomb Wealth, Inc. 0.23% Reduce -0.5% 44,465 $4.6M
Hodges Capital Management Inc. 0.30% Add +1.9% 44,384 $4.6M
First National Bank of Omaha 0.29% Reduce -4.9% 44,008 $4.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -26.1% 42,629 $4.4M
Global Wealth Management Investment Advisory, Inc. 0.96% Reduce -4.7% 42,536 $4.4M
Mark Asset Management LP 0.55% Add +355.4% 42,459 $4.4M
Tower Research Capital LLC (TRC) 0.12% Reduce -16.9% 42,310 $4.4M
Zions Bancorporation, N.A. 0.32% Add +826.3% 41,877 $4.4M
Capital International Sarl 0.11% Add +17.5% 40,986 $4.3M
Roanoke Asset Management Corp./ NY 1.36% Reduce -0.4% 40,868 $4.3M
Abn Amro Investment Solutions 0.07% Add +26.3% 40,699 $4.2M
Stock Yards Bank & Trust Co. 0.14% Reduce -3.9% 40,513 $4.2M
Hilltop Holdings Inc. 0.27% Add +393.9% 40,178 $4.2M
Northwestern Mutual Investment Management Company, LLC 0.10% Reduce -0.9% 39,482 $4.1M
Geneos Wealth Management Inc. 0.16% Add +9.2% 39,480 $4.1M
United Capital Financial Advisors, LLC 0.03% Reduce -0.9% 39,453 $4.1M
Cypress Financial Planning LLC 1.52% Reduce -1.6% 39,435 $4.1M
Occidental Asset Management, LLC 0.66% Add +5.1% 39,361 $4.1M
Mayflower Financial Advisors, LLC 0.61% Add +0.3% 39,035 $4.1M
Adell Harriman & Carpenter Inc. 0.29% Reduce -0.6% 38,573 $4.0M
Logan Capital Management Inc. 0.16% Reduce -6.2% 38,290 $4.0M
Highland Capital Management, LLC 0.22% Reduce -5.2% 37,803 $3.9M
Frank, Rimerman Advisors LLC 0.28% Add +21.1% 37,785 $3.9M
Savant Capital, LLC 0.03% Add +16.4% 37,632 $3.9M
Lombard Odier Asset Management (Switzerland) SA 0.33% Add +12.9% 37,617 $3.9M
City Holding Co. 0.54% Reduce -0.2% 37,615 $3.9M
Plato Investment Management Ltd 0.32% Add +32.5% 37,481 $3.9M
Ceeto Capital Group, LLC 1.45% Reduce -19.4% 37,355 $3.9M
SevenBridge Financial Group, LLC 0.75% Add +4.1% 29,113 $3.9M
Group One Trading LLC 0.15% Add +129.3% 37,238 $3.9M
Financial Advisory Partners, LLC 1.29% Reduce -3.0% 37,177 $3.9M
Braun Stacey Associates Inc. 0.15% Reduce -7.0% 37,074 $3.9M
Raymond James Trust N.A. 0.08% Add +14.3% 37,007 $3.9M
Kentucky Retirement Systems Insurance Trust Fund 0.27% Reduce -8.6% 36,884 $3.8M
Patten & Patten Inc. 0.25% Reduce -0.1% 36,854 $3.8M
S&co Inc. 0.25% Add +11.2% 36,747 $3.8M
Cary Street Partners Investment Advisory LLC 0.14% Reduce -9.2% 36,550 $3.8M
Independent Advisor Alliance 0.14% Reduce -2.4% 36,217 $3.8M
Alley Investment Management Company, LLC 0.48% No change 36,039 $3.8M
Praxis Investment Management Inc. 0.24% Add +13.0% 35,881 $3.7M
Sandy Cove Advisors, LLC 1.52% Add +0.3% 35,832 $3.7M
Carret Asset Management, LLC 0.40% Add +7.3% 35,581 $3.7M
Shorepoint Capital Partners LLC 0.84% Add +0.2% 35,515 $3.7M
Lanark Financial, Inc. 0.31% Reduce -0.8% 35,427 $3.7M
Inspire Trust Co, N.A. 1.01% Add +20.5% 35,300 $3.7M
Integrated Wealth Concepts LLC 0.04% Reduce -3.2% 35,125 $3.7M
First National Trust Co 0.14% Reduce -1.1% 34,959 $3.6M
First National Advisers, LLC 0.58% Add +6.8% 34,932 $3.6M
CTC LLC 0.17% Reduce -65.3% 34,819 $3.6M
KMG Fiduciary Partners, LLC 0.31% Add +0.4% 34,745 $3.6M
Dana Investment Advisors, Inc. 0.12% Add +3.0% 34,611 $3.6M
Axxcess Wealth Management, LLC 0.09% Reduce -2.2% 34,482 $3.6M
RNC Capital Management LLC 0.20% No change 36,978 $3.6M
TD Private Client Wealth LLC 0.10% Add +96.6% 34,325 $3.6M
Moody National Bank Trust Division 0.38% Add +23.8% 34,012 $3.5M
Compagnie Lombard Odier SCmA 0.05% Add +0.3% 33,850 $3.5M
Sculati Wealth Management, LLC 1.41% Reduce -1.5% 33,837 $3.5M
Siemens Fonds Invest GmbH 0.28% Reduce -3.6% 33,754 $3.5M
K.J. Harrison & Partners Inc 0.53% Add +0.8% 29,700 $3.5M
Tokio Marine Asset Management Co. Ltd. 0.15% Add +7.0% 33,626 $3.5M
Edgestream Partners, L.P. 0.15% New 33,622 $3.5M
Wealthspire Advisors, LLC 0.04% Add +1.3% 33,482 $3.5M
Sigma Planning Corp 0.11% Reduce -5.0% 33,265 $3.5M
LMCG Investments, LLC 0.21% Add +28.6% 33,246 $3.5M
V-Square Quantitative Management LLC 0.51% Add +15.1% 33,243 $3.5M
Beacon Pointe Advisors, LLC 0.04% Reduce -0.6% 33,142 $3.5M
First Citizens Bank & Trust Co. 0.08% Reduce -0.4% 32,959 $3.4M
Union Heritage Capital, LLC 1.26% No change 32,814 $3.4M
Clearstead Advisors, LLC 0.05% Reduce -0.2% 32,561 $3.4M
Community Trust & Investment Co. 0.21% Reduce -2.1% 32,424 $3.4M
Pinnacle Wealth Management Group, Inc. 2.12% Reduce -0.8% 32,290 $3.4M
Fulton Bank, N.A. 0.13% Add +23.4% 32,056 $3.3M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -0.9% 31,963 $3.3M
Greenleaf Trust 0.03% Add +0.4% 31,875 $3.3M
Stephens Inc. 0.05% Add +6.6% 31,849 $3.3M
Canandaigua National Bank & Trust Co. 0.32% Reduce -2.8% 31,746 $3.3M
Apollon Wealth Management, LLC 0.09% Add +4.1% 31,656 $3.3M
CW Advisors, LLC 0.04% Add +239.0% 31,619 $3.3M
ING Groep NV 0.02% Reduce -73.6% 31,588 $3.3M
Mattson Financial Services, LLC 1.18% Reduce -0.6% 33,861 $3.3M
Brasada Capital Management, LP 0.56% Reduce -21.2% 30,808 $3.2M
Fidelis Capital Partners, LLC 0.38% Add +0.4% 27,139 $3.2M
Quantitative Investment Management, LLC 0.31% New 30,162 $3.1M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -3.0% 30,074 $3.1M
Gifford Fong Associates 0.78% No change 30,000 $3.1M
Haverford Trust Co 0.03% Add +0.6% 29,980 $3.1M
United Services Automobile Association 0.08% Reduce -19.3% 29,636 $3.1M
CENTRAL TRUST Co 0.07% Reduce -20.2% 29,483 $3.1M
Salem Investment Counselors Inc. 0.09% Reduce -0.5% 29,408 $3.1M
Commerzbank Aktiengesellschaft 0.08% Add +18.0% 29,061 $3.0M
Vaughan Nelson Investment Management, L.P. 0.03% No change 29,040 $3.0M
Arrow Financial Corp 0.28% Add +2.1% 28,757 $3.0M
Brooklyn Investment Group 0.99% Add +2.6% 28,723 $3.0M
Advisory Services Network, LLC 0.06% No change 30,696 $3.0M
Gotham Asset Management 0.03% Add +10.9% 28,585 $3.0M
Prime Capital Investment Advisors, LLC 0.04% Reduce -8.8% 28,489 $3.0M
DAVENPORT & Co LLC 0.02% Add +196.9% 28,488 $3.0M
Epoch Investment Partners, Inc. 0.01% Add +0.9% 28,461 $3.0M
Ritholtz Wealth Management 0.09% Reduce -1.3% 28,262 $2.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Add +1.5% 24,497 $2.9M
Stratos Wealth Partners, LTD. 0.04% Add +9.1% 27,890 $2.9M
Meyer Handelman Co. 0.10% Reduce -1.6% 27,798 $2.9M
Bleakley Financial Group, LLC 0.09% Add +12.4% 27,543 $2.9M
Perigon Wealth Management, LLC 0.08% Add +55.0% 27,477 $2.9M
Harbor Capital Advisors, Inc. 0.12% Add +0.5% 27,305 $2.8M
Americana Partners, LLC 0.19% Reduce -2.6% 27,089 $2.8M
Burney Co./ 0.10% Add +11.7% 27,074 $2.8M
Capital International Ltd. 0.12% Reduce -1.1% 27,065 $2.8M
Capstone Investment Advisors, LLC 0.10% Reduce -2.5% 26,814 $2.8M
Lipe & Dalton 1.41% Reduce -1.1% 26,722 $2.8M
StoneX Group Inc. 0.20% Add +25.6% 26,688 $2.8M
Equitable Holdings, Inc. 0.03% Reduce -10.9% 26,685 $2.8M
Eagle Asset Management Inc. 0.01% Add +31.6% 21,442 $2.8M
Culbertson A N & Co. Inc. 0.45% Add +5.1% 26,579 $2.8M
Interval Partners, LP 0.08% Reduce -59.1% 26,471 $2.8M
Aspen Grove Capital, LLC 0.61% Add +0.4% 26,451 $2.8M
Hamilton Capital Partners Inc. 0.24% Add +78.5% 26,433 $2.8M
Next Level Private LLC 1.12% No change 26,303 $2.7M
Diversified Trust Co. 0.07% Reduce -3.0% 26,280 $2.7M
Dimension Capital Management LLC 0.52% No change 26,270 $2.7M
MainStreet Investment Advisors LLC 0.36% Reduce -26.1% 26,264 $2.7M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -2.0% 26,250 $2.7M
Jones Financial Companies LLLP 0.00% Add +131.1% 26,028 $2.7M
Bouvel Investment Partners, LLC 1.02% Add +0.6% 25,924 $2.7M
HCR Wealth Advisors 0.35% Add +2.8% 25,806 $2.7M
Glass Wealth Management Co LLC 1.49% Add +4.4% 25,783 $2.7M
Palisade Asset Management, LLC 0.26% Add +4.0% 25,714 $2.7M
Transcend Capital Advisors, LLC 0.18% Reduce -3.1% 25,626 $2.7M
KCM Investment Advisors LLC 0.09% Reduce -1.3% 25,478 $2.7M
Paradigm Asset Management Co. LLC 0.69% No change 25,400 $2.6M
Cary Street Partners Asset Management LLC 0.35% Reduce -0.2% 25,341 $2.6M
PGGM Investments 0.03% Add +90.3% 25,199 $2.6M
Hunter Associates Investment Management LLC 0.41% Reduce -1.1% 25,122 $2.6M
Franklin Street Advisors Inc. 0.18% Reduce 0.0% 25,000 $2.6M
Texas Yale Capital Corp. 0.11% No change 24,880 $2.6M
Northeast Investment Management 0.11% No change 24,589 $2.6M
Stolper Co 0.84% Reduce -1.0% 24,532 $2.6M
Community Bank, N.A. 0.32% Reduce -2.6% 24,520 $2.6M
Ashton Thomas Private Wealth, LLC 0.14% Reduce -3.5% 24,442 $2.5M
HTLF Bank 0.27% Reduce -2.3% 24,131 $2.5M
Leonteq Securities AG 0.30% Add +53.9% 24,068 $2.5M
LBP Am SA 0.04% Add +4.4% 24,045 $2.5M
Vestcor Inc 0.08% Add +3.9% 24,029 $2.5M
Signaturefd, LLC 0.05% Reduce -2.2% 24,016 $2.5M
Park Avenue Securities LLC 0.03% Reduce -9.3% 23,932 $2.5M
Horizon Investments, LLC 0.07% Add +32.3% 24,113 $2.5M
FORA Capital, LLC 0.29% New 23,740 $2.5M
Wolff Wiese Magana LLC 1.69% Add +1.6% 23,694 $2.5M
Beverly Hills Private Wealth, LLC 0.50% Add +28.6% 23,635 $2.5M
Meeder Advisory Services, Inc. 0.16% Reduce -7.7% 23,582 $2.5M
Arcus Capital Partners, LLC 0.89% No change 23,538 $2.5M
TrueMark Investments, LLC 0.79% Reduce -28.8% 23,480 $2.4M
Trust Co. of Toledo NA 0.33% Add +14.3% 23,469 $2.4M
Meiji Yasuda Asset Management Co Ltd. 0.09% Reduce -5.7% 23,454 $2.4M
Griffin Asset Management, Inc. 0.27% Reduce -0.9% 23,343 $2.4M
Capital Asset Advisory Services LLC 0.12% Reduce -1.3% 22,486 $2.4M
Pitcairn Co. 0.14% Reduce -33.3% 23,168 $2.4M
Lake Street Advisors Group, LLC 0.11% Reduce -34.7% 23,088 $2.4M
Venture Visionary Partners LLC 0.11% Reduce -6.5% 22,949 $2.4M
Benjamin Edwards Inc. 0.03% Add +3067.9% 22,872 $2.4M
D L Carlson Investment Group Inc. 0.43% Reduce -3.1% 22,782 $2.4M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -21.1% 22,602 $2.4M
Two Sigma Investments, LP 0.01% Add +29.3% 22,600 $2.4M
Richard P Slaughter Associates Inc 0.55% Reduce -2.9% 22,567 $2.4M
Insigneo Advisory Services, LLC 0.24% Reduce -9.2% 22,545 $2.4M
Alaethes Wealth, LLC 0.87% Add +3.6% 22,523 $2.3M
FAS Wealth Partners, Inc. 0.19% Add +7.8% 22,463 $2.3M
Leavell Investment Management, Inc. 0.12% Reduce -0.3% 22,376 $2.3M
PFG Investments, LLC 0.15% Reduce -0.1% 22,358 $2.3M
Baldwin Investment Management, LLC 0.29% Reduce -8.3% 22,347 $2.3M
Sowell Financial Services LLC 0.11% Reduce -1.7% 22,331 $2.3M
Principal Securities, Inc. 0.06% Add +25.5% 22,192 $2.3M
Fifth Third Wealth Advisors LLC 0.14% Add +5.8% 22,186 $2.3M
U.S. Capital Wealth Advisors, LLC 0.08% Add +2.1% 22,141 $2.3M
EP Wealth Advisors, LLC 0.02% Add +26.1% 22,123 $2.3M
NorthRock Partners, LLC 0.08% Reduce -2.2% 21,948 $2.3M
Caldwell Trust Co 0.24% Reduce -1.0% 21,902 $2.3M
William B. Walkup & Associates, Inc. 1.41% No change 21,830 $2.3M
Cohen Klingenstein LLC 0.08% No change 21,800 $2.3M
Cacti Asset Management LLC 0.17% No change 22,000 $2.3M
Vident Advisory, LLC 0.06% Reduce -46.2% 21,480 $2.2M
Vise Technologies, Inc. 0.28% Add +39.5% 21,213 $2.2M
Granite Group Advisors, LLC 1.42% Reduce -2.0% 21,174 $2.2M
Dynasty Wealth Management, LLC 0.07% Reduce -2.8% 21,174 $2.2M
Asio Capital, LLC 0.42% Add +3.3% 21,159 $2.2M
Wilmington Savings Fund Society, FSB 0.04% Add +474.3% 21,134 $2.2M
Morningstar Investment Management LLC 0.22% Reduce -37.2% 19,594 $2.2M
Capital Investment Advisors, LLC 0.05% Reduce -4.9% 21,045 $2.2M
Regions Financial Corp. 0.02% Reduce -0.9% 20,980 $2.2M
Prospera Financial Services Inc 0.06% Add +0.9% 20,938 $2.2M
BOK Financial Private Wealth, Inc. 0.16% Reduce -15.3% 20,921 $2.2M
TCTC Holdings, LLC 0.07% Reduce -10.7% 20,875 $2.2M
Werlinich Asset Management, LLC 1.26% No change 20,770 $2.2M
Gries Financial LLC 0.41% Reduce -20.1% 20,763 $2.2M
Smith Salley Wealth Management 0.14% Add +27.7% 20,700 $2.2M
Am Investment Strategies LLC 0.52% Add +0.8% 20,692 $2.2M
IFG Advisory, LLC 0.14% Add +1.4% 20,669 $2.2M
Profund Advisors LLC 0.08% Add +12.9% 20,559 $2.1M
Freedom Day Solutions, LLC 0.67% Reduce -1.3% 20,535 $2.1M
YHB Investment Advisors, Inc. 0.18% Reduce -0.2% 20,523 $2.1M
Verdence Capital Advisors LLC 0.17% Add +55.6% 20,393 $2.1M
GAMMA Investing LLC 0.21% Add +37.8% 20,312 $2.1M
Anson Funds Management LP 0.30% New 20,000 $2.1M
Harvest Investment Advisors, LLC 1.42% Add +0.9% 19,981 $2.1M
Stratos Investment Management, LLC 0.14% Add +5.7% 19,922 $2.1M
LGT Group Foundation 0.03% Add +0.1% 19,723 $2.1M
Capital Investment Counsel, Inc 0.29% Reduce -1.4% 19,508 $2.0M
DoubleLine ETF Adviser LP 0.49% Reduce -7.0% 19,486 $2.0M
Covenant Asset Management, LLC 0.45% Reduce -0.5% 19,308 $2.0M
Chatham Capital Group, Inc. 0.33% Reduce -0.3% 19,216 $2.0M
Prudent Man Advisors, LLC 0.67% Reduce -12.5% 19,184 $2.0M
Forum Financial Management, LP 0.03% Add +0.7% 19,161 $2.0M
Hudson Canyon Capital Management 1.28% No change 18,979 $2.0M
McKinley Carter Wealth Services, Inc. 0.12% Add +1.6% 18,884 $2.0M
Alpha DNA Investment Management LLC 1.07% Reduce -59.3% 18,831 $2.0M
Acropolis Investment Management, LLC 0.12% Reduce -0.7% 18,735 $2.0M
Brown Brothers Harriman & Co. 0.01% Reduce -4.3% 18,700 $1.9M
Clough Capital Partners L P 0.20% No change 18,550 $1.9M
Westpac Banking Corp. 0.13% Add +52.6% 18,524 $1.9M
Hoey Investments, Inc. 0.37% No change 19,669 $1.9M
Granger Management LLC 0.38% Reduce -6.5% 18,336 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -15.9% 18,258 $1.9M
King Luther Capital Management Corp. 0.01% Add +23.3% 18,238 $1.9M
Abbot Financial Management, Inc. 0.95% No change 18,100 $1.9M
Ascentis Independent Advisors 0.29% Add +49.1% 18,078 $1.9M
SouthState Bank Corp 0.13% Add +9.8% 18,053 $1.9M
Hall Laurie J Trustee 0.59% New 18,000 $1.9M
Ashburton (Jersey) Ltd 0.68% Reduce -1.2% 17,911 $1.9M
Koshinski Asset Management, Inc. 0.16% Add +14.6% 17,872 $1.9M
Allworth Financial LP 0.01% Add +5.7% 17,523 $1.8M
Waterfront Wealth Inc. 0.45% Add +1.3% 15,281 $1.8M
Institute for Wealth Management, LLC. 0.23% Reduce -1.7% 17,449 $1.8M
Concurrent Investment Advisors, LLC 0.05% Add +10.9% 17,441 $1.8M
Snowden Capital Advisors LLC 0.05% Add +14.7% 17,397 $1.8M
Systematic Alpha Investments, LLC 0.07% No change 17,326 $1.8M
Coastline Trust Co 0.21% Reduce -19.9% 17,183 $1.8M
A. D. Beadell Investment Counsel, Inc. 1.43% No change 17,146 $1.8M
Whittier Trust Co. 0.02% Reduce -1.2% 17,143 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% Add +24.5% 17,141 $1.8M
Oak Asset Management, LLC 0.63% Reduce -2.7% 17,118 $1.8M
Checchi Capital Advisers, LLC 0.13% Add +10.8% 17,066 $1.8M
River Street Advisors LLC 0.97% Add +1.9% 17,051 $1.8M
Insight Inv LLC 1.49% Reduce -1.5% 17,042 $1.8M
Bradley Foster & Sargent Inc. 0.03% Add +0.0% 17,042 $1.8M
Brown Financial Advisors 0.73% Reduce -15.9% 16,936 $1.8M
New England Research & Management, Inc. 0.83% Reduce -0.6% 16,900 $1.8M
Donaldson Capital Management, LLC 0.07% Reduce -2.0% 16,796 $1.8M
SG Americas Securities, LLC 0.01% Reduce -93.3% 16,707 $1.7M
Valeo Financial Advisors, LLC 0.05% Reduce -3.8% 16,666 $1.7M
Sumitomo Life Insurance Co. 0.03% Add +2.6% 16,636 $1.7M
CreativeOne Wealth, LLC 0.06% Add +121.2% 16,591 $1.7M
Altman Advisors, Inc. 0.77% Add +1.5% 16,581 $1.7M
Trust Investment Advisors 1.10% Reduce -0.1% 16,516 $1.7M
Mutual Advisors, LLC 0.05% Reduce -10.4% 14,388 $1.7M
Strategic Advisors LLC 0.32% Add +0.0% 16,384 $1.7M
Ironwood Investment Counsel, LLC 0.28% Add +2.4% 16,375 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Reduce -5.4% 16,350 $1.7M
Howland Capital Management LLC 0.07% Reduce -8.0% 16,316 $1.7M
Decatur Capital Management, Inc. 0.78% Add +0.1% 16,186 $1.7M
Mgo One Seven LLC 0.07% Reduce -1.6% 16,131 $1.7M
SeaCrest Wealth Management, LLC 0.18% Add +5.0% 16,039 $1.7M
Intrust Bank NA 0.17% Add +10.9% 15,944 $1.7M
Cullen/Frost Bankers, Inc. 0.02% Reduce -0.0% 15,924 $1.7M
1ST Source Bank 0.09% Reduce -0.6% 15,852 $1.7M
Altrafin AG 0.59% Reduce -0.5% 15,787 $1.6M
Schechter Investment Advisors, LLC 0.12% Reduce -15.9% 15,568 $1.6M
Mystic Asset Management, Inc. 0.61% Reduce -2.0% 15,471 $1.6M
White Pine Capital LLC 0.55% Reduce -0.5% 15,357 $1.6M
Northcape Wealth Management, LLC 0.52% No change 15,302 $1.6M
Trust Asset Management LLC 0.13% No change 15,287 $1.6M
NBT Bank, N.A. 0.11% Reduce -1.0% 15,287 $1.6M
Berkeley Capital Partners, LLC 0.45% Add +9.7% 15,191 $1.6M
Chesapeake Wealth Management 0.54% Reduce -1.9% 15,160 $1.6M
Foster & Motley Inc. 0.10% Reduce -5.8% 15,132 $1.6M
World Investment Advisors 0.05% Add +45.0% 15,063 $1.6M
Nvwm, LLC 0.40% Add +1.4% 15,031 $1.6M
OmniStar Financial Group, Inc. 1.17% New 14,958 $1.6M
Dempze Nancy E 0.87% New 15,000 $1.6M
Somerset Trust Co 0.58% Reduce -0.7% 14,919 $1.6M
Dynamic Advisor Solutions LLC 0.05% Reduce -1.2% 14,849 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +9.9% 14,779 $1.5M
Delphi Management Inc. 1.40% Reduce -18.3% 14,762 $1.5M
Wilkins Investment Counsel Inc. 0.21% No change 14,714 $1.5M
Capital Markets Trading UK LLP 1.42% Reduce -25.0% 14,704 $1.5M
Aft, Forsyth & Sober, LLC 0.50% No change 14,700 $1.5M
Procyon Advisors, LLC 0.11% Add +14.0% 14,690 $1.5M
Courier Capital LLC 0.10% Reduce -3.6% 14,622 $1.5M
NewEdge Wealth, LLC 0.03% Add +30.6% 14,604 $1.5M
Qtron Investments LLC 0.21% Add +30.6% 14,581 $1.5M
Central Pacific Bank - Trust Division 0.20% Add +2.2% 14,414 $1.5M
Concord Wealth Partners 0.25% Add +5.8% 14,357 $1.5M
Great Diamond Partners, LLC 0.38% Reduce -16.0% 14,335 $1.5M
AMG National Trust Bank 0.04% Reduce -9.2% 14,272 $1.5M
Kingswood Wealth Advisors, LLC 0.11% Add +35.6% 14,258 $1.5M
Norden Group LLC 0.18% Add +95.0% 14,249 $1.5M
Charter Oak Capital Management, LLC 0.14% New 14,217 $1.5M
Diligent Investors, LLC 0.34% Reduce -0.1% 14,151 $1.5M
Concord Asset Management, LLC 0.33% Add +7.8% 14,146 $1.5M
Tocqueville Asset Management L.P. 0.02% Reduce -3.3% 14,140 $1.5M
Capital Investment Advisory Services, LLC 0.14% Add +2.9% 14,120 $1.5M
Global Retirement Partners, LLC 0.04% Add +8.1% 14,117 $1.5M
Blue Trust, Inc. 0.02% Add +72.7% 15,134 $1.5M
Northwest Bancshares, Inc. 0.25% Add +354.2% 14,099 $1.5M
Bison Wealth, LLC 0.23% Reduce -27.7% 14,074 $1.5M
Krilogy Financial LLC 0.10% Add +0.8% 13,946 $1.5M
Garner Asset Management Corp 0.50% Add +1.7% 13,937 $1.5M
Excalibur Management Corp. 0.55% Reduce -1.3% 13,936 $1.5M
Farther Finance Advisors, LLC 0.05% Reduce -9.0% 13,649 $1.4M
Penobscot Investment Management Company, Inc. 0.13% No change 13,614 $1.4M
Trust Co. of Vermont 0.07% Add +11.4% 13,579 $1.4M
AE Wealth Management LLC 0.01% Add +20.8% 13,576 $1.4M
Parkside Financial Bank & Trust 0.20% Add +1.6% 13,568 $1.4M
LS Investment Advisors, LLC 0.21% Add +139.4% 13,525 $1.4M
J.W. Cole Advisors, Inc. 0.06% Add +2.1% 13,505 $1.4M
Systematic Financial Management LP 0.04% No change 13,500 $1.4M
J. Safra Sarasin Holding AG 0.02% Reduce -26.9% 13,491 $1.4M
Independent Financial Group, LLC 0.05% Add +8.0% 13,423 $1.4M
Interchange Capital Partners, LLC 0.50% Reduce -1.5% 13,387 $1.4M
Quadrant Capital Group LLC 0.10% Add +0.7% 13,344 $1.4M
Graham Capital Management, L.P. 0.07% Add +105.3% 13,280 $1.4M
Long Run Wealth Advisors, LLC 0.33% Reduce -1.2% 13,279 $1.4M
Avestar Capital, LLC 0.15% Add +3.5% 13,210 $1.4M
Meridian Wealth Management, LLC 0.07% New 13,158 $1.4M
Summit Global Investments 0.09% Add +193.5% 13,101 $1.4M
Hartford Funds Management Co LLC 0.13% Reduce -6.6% 13,102 $1.4M
Columbia Bank 0.50% Add +2.7% 13,039 $1.4M
TLWM 0.28% Reduce -1.8% 13,031 $1.4M
Autumn Glory Partners, LLC 0.52% Add +184.7% 12,912 $1.3M
Andra AP-fonden 0.02% New 12,911 $1.3M
Compound Planning, Inc. 0.08% Add +0.8% 12,893 $1.3M
Evoke Wealth, LLC 0.04% New 12,761 $1.3M
Panagora Asset Management Inc. 0.01% Reduce -0.1% 12,709 $1.3M
Clarius Group, LLC 0.09% Reduce -1.1% 12,736 $1.3M
Greenwich Wealth Management LLC 0.09% Reduce -90.3% 12,667 $1.3M
LVW Advisors, LLC 0.17% Reduce -15.7% 12,654 $1.3M
Radnor Capital Management, LLC 0.20% New 12,629 $1.3M
Supplemental Annuity Collective Trust of NJ 0.39% No change 12,600 $1.3M
AIA Group Ltd 0.03% Reduce -31.8% 12,554 $1.3M
Wright Investors Service Inc. 0.34% Reduce -28.6% 12,538 $1.3M
Bard Financial Services, Inc. 0.15% Reduce -13.1% 12,430 $1.3M
Chemung Canal Trust Co. 0.26% Reduce -20.4% 12,357 $1.3M
Vanguard Capital Wealth Advisors 1.36% Reduce -21.5% 12,336 $1.3M
Viewpoint Capital Management LLC 0.72% No change 12,319 $1.3M
Lansing Street Advisors 0.47% Add +0.8% 12,284 $1.3M
Compton Wealth Advisory Group, LLC 0.32% Add +6.0% 12,251 $1.3M
Quent Capital, LLC 0.13% Reduce -1.1% 12,218 $1.3M
Crestwood Advisors Group, LLC 0.02% Reduce -10.2% 12,151 $1.3M
Convergence Investment Partners, LLC 0.34% Reduce -2.0% 12,117 $1.3M
Independence Bank of Kentucky 0.27% Add +203.6% 12,099 $1.3M
Cigna Investments Inc. 0.22% Reduce -1.4% 12,060 $1.3M
Parkside Investments, LLC 0.19% Add +20.0% 12,000 $1.3M
Lee Financial Co 0.18% Add +12.6% 11,976 $1.2M
Rossmore Private Capital 0.15% Add +21.4% 11,968 $1.2M
AlTi Global, Inc. 0.03% Reduce -79.2% 11,960 $1.2M
Longfellow Investment Management Co. LLC 0.31% Add +0.6% 11,945 $1.2M
EverSource Wealth Advisors, LLC 0.08% Add +0.9% 11,895 $1.2M
Diversify Advisory Services, LLC 0.07% Add +0.6% 10,477 $1.2M
Delta Asset Management LLC 0.11% Reduce -0.6% 11,827 $1.2M
Camarda Financial Advisors, LLC 0.46% New 11,744 $1.2M
Principle Wealth Partners LLC 0.09% Add +0.3% 11,674 $1.2M
Parsons Capital Management Inc. 0.08% Add +3.0% 11,633 $1.2M
Brighton Jones LLC 0.05% Add +1.9% 11,597 $1.2M
GTS Securities LLC 0.02% Reduce -71.5% 11,559 $1.2M
Spire Wealth Management 0.04% Add +0.6% 11,447 $1.2M
Magnus Financial Group LLC 0.12% Add +14.9% 11,439 $1.2M
Zullo Investment Group, Inc. 0.49% Reduce -0.6% 11,411 $1.2M
Ar Asset Management Inc. 0.27% No change 11,400 $1.2M
Relyea Zuckerberg Hanson LLC 0.18% Reduce -0.3% 11,383 $1.2M
Buffington Mohr McNeal 0.20% No change 11,375 $1.2M
First Horizon Advisors, Inc. 0.03% Add +5.3% 11,327 $1.2M
Helios Capital Management Pte. Ltd. 0.73% No change 11,300 $1.2M
Dakota Wealth Management 0.03% Reduce -6.3% 11,279 $1.2M
Quadcap Wealth Management, LLC 0.18% Add +2.2% 11,275 $1.2M
Comprehensive Financial Consultants Institutional, Inc. 0.42% Reduce -1.8% 11,152 $1.2M
Trust Point Inc. 0.09% Add +7.1% 11,112 $1.2M
Cape Ann Savings Bank 0.67% Reduce -1.7% 11,079 $1.2M
Wedmont Private Capital 0.07% Add +6.4% 10,723 $1.2M
Parcion Private Wealth LLC 0.10% Add +19.1% 11,052 $1.2M
Mather Group, Llc. 0.01% Add +2.0% 11,041 $1.2M
Avalon Trust Co 0.08% Reduce -15.4% 11,000 $1.1M
Berkshire Asset Management LLC 0.06% No change 11,796 $1.1M
WASHINGTON TRUST Co 0.04% Reduce -0.8% 10,993 $1.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -4.8% 10,851 $1.1M
Gibraltar Capital Management, Inc. 0.51% Add +6.3% 10,835 $1.1M
Peoples Financial Services Corp. 0.51% Reduce -2.0% 10,835 $1.1M
Hamilton Capital, LLC 0.08% Add +4.0% 9,709 $1.1M
Schear Investment Advisers, LLC 0.70% Add +9.0% 10,791 $1.1M
Mork Capital Management, LLC 0.80% No change 10,670 $1.1M
Stratos Wealth Advisors, LLC 0.05% Add +3.8% 10,626 $1.1M
Venturi Wealth Management, LLC 0.06% Reduce -3.6% 10,401 $1.1M
Shelton Capital Management 0.03% Reduce -67.7% 10,376 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Add +24.2% 10,358 $1.1M
Premier Path Wealth Partners, LLC 0.17% Reduce -2.8% 10,343 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.22% Reduce -2.2% 10,294 $1.1M
Summit Trail Advisors, LLC 0.03% Add +12.4% 10,237 $1.1M
Donald L. Hagan, LLC 0.54% Add +0.1% 10,228 $1.1M
CFM Wealth Partners LLC 0.19% Add +24.5% 10,171 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -6.3% 10,065 $1.0M
Roberts Capital Advisors, LLC 0.90% No change 10,061 $1.0M
Triangle Securities Wealth Management 0.27% Reduce -1.4% 10,023 $1.0M
Greenhaven Associates Inc. 0.01% No change 10,000 $1.0M
Two Sigma Securities, LLC 0.08% Add +155.0% 9,954 $1.0M
Investors Research Corp 0.23% Reduce -19.9% 9,950 $1.0M
Fort Point Capital Partners LLC 0.13% Add +0.5% 9,907 $1.0M
Choate Investment Advisors 0.03% Add +2.0% 9,901 $1.0M
Rpo LLC 1.60% Reduce -51.5% 9,871 $1.0M
Old National Bancorp 0.02% Reduce -14.6% 9,818 $1.0M
Elevation Point Wealth Partners, LLC 0.10% Reduce -9.5% 9,797 $1.0M
Howard Capital Management, LLC 0.02% New 9,768 $1.0M
Rockland Trust Co. 0.05% Add +3.9% 9,725 $1.0M
Shulman DeMeo Asset Management LLC 0.25% Reduce -0.2% 7,715 $1.0M
Beese Fulmer Investment Management, Inc. 0.09% No change 9,708 $1.0M
Buckley Wealth Management, LLC 0.31% Add +2.9% 9,689 $1.0M
Legacy Bridge, LLC 0.54% No change 9,658 $1.0M
NCM Capital Management, LLC 0.48% No change 9,589 $1000K
Smartleaf Asset Management LLC 0.12% Add +44.5% 9,557 $995K
Good Life Advisors, LLC 0.06% Add +10.8% 9,513 $992K
Argus Investors' Counsel, Inc. 0.64% Reduce -28.7% 9,400 $980K
W Advisors, LLC 0.60% Add +0.2% 9,348 $974K
Sienna Gestion 0.06% New 9,346 $972K
First Citizens Financial Corp 0.51% Add +0.8% 9,319 $971K
Modera Wealth Management, LLC 0.01% Add +4.6% 9,308 $970K
Carmel Capital Partners, LLC 0.37% Add +3.1% 9,248 $964K
WINTON GROUP Ltd 0.07% New 9,222 $961K
Eastern Bank 0.02% Add +231.3% 9,218 $961K
Texas Capital Bancshares Inc 0.39% No change 9,214 $960K
Centaurus Financial, Inc. 0.06% Reduce -31.3% 9,188 $958K
Pacific Global Investment Management Co. 0.17% Reduce -0.1% 9,164 $955K
Livforsakringsbolaget Skandia, Omsesidigt 0.05% Add +322.9% 9,143 $953K
Retirement Planning Co of New England, Inc. 0.47% Reduce -2.7% 9,104 $949K
Busey Bank 0.03% Add +0.9% 8,944 $932K
Florida Trust Wealth Management Co 0.03% Add +59.3% 8,907 $928K
KLCM Advisors, Inc. 0.11% Add +0.9% 8,818 $919K
Pennsylvania Capital Management Inc. 0.33% Add +0.4% 8,792 $916K
IHT Wealth Management, LLC 0.03% Add +8.8% 8,777 $915K
IFP Advisors, Inc 0.03% Add +75.3% 8,761 $913K
Orion Capital Management LLC 0.44% Add +4.2% 8,740 $911K
Jmac Enterprises LLC 0.14% Add +14.5% 8,700 $907K
Csenge Advisory Group 0.05% Reduce -6.4% 8,209 $907K
Wealth Alliance, LLC 0.11% Add +134.9% 8,687 $906K
Private Portfolio Partners LLC 0.17% New 8,666 $903K
E&G Advisors, LLC 0.25% No change 8,710 $898K
Nicholas Wealth, LLC. 0.56% Add +19.1% 8,600 $896K
LSV Asset Management 0.00% No change 8,600 $896K
New Vernon Investment Management LLC 0.96% No change 8,550 $891K
Amica Retiree Medical Trust 0.74% — 8,511 $887K
Mint Tower Capital Management B.V. 0.87% Reduce -26.1% 8,500 $886K
Asset Dedication, LLC 0.06% Add +2.9% 8,472 $883K
Meiji Yasuda Life Insurance Co 0.02% Reduce -84.4% 8,450 $881K
Paladin Wealth, LLC 0.77% — 8,438 $880K
Sage Rhino Capital LLC 0.19% Reduce -5.1% 8,431 $879K
Icon Wealth Advisors, LLC 0.07% Add +51.0% 8,425 $878K
Avior Wealth Management, LLC 0.03% Reduce -3.1% 8,407 $876K
TRUE Private Wealth Advisors 0.10% Reduce -3.8% 8,267 $862K
First Merchants Corp. 0.03% Reduce -17.8% 8,261 $861K
Axq Capital, LP 0.26% New 8,235 $858K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% Reduce -9.1% 8,193 $854K
Aaron Wealth Advisors LLC 0.10% Add +28.7% 8,183 $853K
LGT Fund Management Co Ltd. 0.09% Add +2.6% 8,147 $852K
Cidel Asset Management Inc. 0.06% Add +1.6% 8,155 $850K
Net Worth Advisory Group 0.25% — 8,134 $848K
Castle Wealth Management LLC 0.34% Reduce -28.7% 8,132 $848K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Add +19.3% 8,079 $842K
Raleigh Capital Management Inc. 0.32% Add +2164.6% 8,062 $840K
Portside Wealth Group, LLC 0.14% Add +14.7% 8,042 $838K
Mission Wealth Management, LP 0.02% Reduce -5.5% 8,031 $837K
Verition Fund Management LLC 0.01% Reduce -84.1% 8,018 $836K
Corsair Capital Management, L.P. 0.20% No change 8,003 $834K
O'Neil Global Advisors, Inc. 0.21% New 8,000 $834K
Sompo Asset Management Co., Ltd. 0.13% Reduce -6.3% 8,000 $834K
Claro Advisors Inc. 0.11% Add +2.7% 7,994 $833K
Patton Albertson Miller Group, LLC 0.11% Add +0.7% 7,963 $830K
Merit Financial Group, LLC 0.02% Reduce -31.4% 7,954 $829K
Regal Investment Advisors LLC 0.06% Add +11.6% 7,908 $824K
Operose Advisors LLC 0.27% No change 7,888 $822K
Intrua Financial, LLC 0.13% Reduce -1.3% 7,885 $822K
Rothschild Investment LLC 0.05% Reduce -0.1% 7,875 $821K
Chicago Partners Investment Group LLC 0.03% Add +7.8% 6,935 $820K
Herold Advisors, Inc. 0.18% Add +4.3% 7,853 $819K
Perpetual Ltd 0.01% Reduce -3.4% 7,852 $818K
Resurgent Financial Advisors LLC 0.48% Add +13.5% 7,841 $817K
Mechanics Financial Corp 0.36% Add +3.0% 7,823 $815K
Composition Wealth, LLC 0.02% Add +5.3% 7,812 $814K
Nilsine Partners, LLC 0.11% Reduce -4.1% 7,811 $814K
Cim Investment Management Inc. 0.24% Reduce -2.4% 7,789 $812K
Voloridge Investment Management, LLC 0.00% New 7,777 $811K
KPP Advisory Services LLC 0.19% Add +6.5% 7,769 $810K
Genesee Capital Advisors, LLC 0.39% Reduce -3.3% 7,761 $809K
Mindset Wealth Management, LLC 0.33% — 7,750 $808K
Bull Street Advisors, LLC 0.37% Reduce -5.7% 7,729 $806K
Sheaff Brock Investment Advisors, LLC 0.07% Reduce -15.3% 7,687 $801K
Westover Capital Advisors, LLC 0.15% Add +31.5% 7,633 $796K
Fullerton Fund Management Co Ltd. 0.03% Add +31.4% 7,623 $795K
Breakwater Capital Group 0.16% Reduce -0.5% 7,622 $795K
Nicolet Advisory Services, LLC 0.07% Add +4.9% 7,594 $794K
Financial Management Professionals, Inc. 0.10% Reduce -2.2% 7,586 $791K
Bank of Stockton 0.24% Add +5.1% 7,560 $788K
Cypress Capital Group 0.09% Reduce -0.7% 7,553 $787K
Auto-Owners Insurance Co 0.02% No change 7,500 $782K
Independent Investors Inc. 0.16% No change 7,483 $780K
Private Trust Co. NA 0.08% Add +3.8% 7,476 $779K
Waldron Private Wealth LLC 0.03% Reduce -6.3% 7,459 $778K
US Asset Management LLC 0.68% Reduce -0.2% 5,812 $772K
MIdWestOne Financial Group, Inc. 0.11% Reduce -2.0% 7,389 $770K
Transatlantique Private Wealth LLC 0.29% Add +7.3% 7,376 $769K
HM Payson & Co. 0.01% Add +24.5% 7,310 $762K
AlphaStar Capital Management, LLC 0.06% Add +54.7% 7,254 $756K
Charles Schwab Trust Co 0.07% Reduce -0.4% 7,251 $756K
North Star Investment Management Corp. 0.05% Reduce -4.6% 7,216 $752K
Robotti Robert 0.11% No change 7,215 $752K
Sunbelt Securities, Inc. 0.07% Reduce -3.1% 7,209 $752K
Signature Estate & Investment Advisors LLC 0.02% Reduce -7.1% 7,197 $750K
Great Valley Advisor Group, Inc. 0.02% Add +9.4% 7,176 $748K
CX Institutional 0.03% Add +8.1% 7,139 $744K
Beacon Financial Group 0.08% Reduce -6.8% 7,085 $739K
TriaGen Wealth Management LLC 0.25% No change 7,068 $737K
Beacon Bank & Trust 0.17% Add +0.7% 7,067 $737K
Arkadios Wealth Advisors 0.04% Reduce -1.6% 7,041 $734K
Brookstone Capital Management 0.01% Add +1.6% 7,028 $733K
Evexia Wealth LLC 0.26% Add +27.4% 6,793 $731K
Oddo BHF Asset Management Sas 0.04% — 7,000 $730K
Gryphon Financial Partners LLC 0.10% Add +0.4% 6,995 $729K
GeoWealth Management, LLC 0.03% Reduce -10.4% 6,984 $728K
Strategic Blueprint, LLC 0.05% Reduce -1.1% 6,948 $724K
Inscription Capital, LLC 0.11% Add +0.8% 6,942 $724K
IFG Advisors, LLC 0.15% No change 6,932 $723K
Beta Wealth Group, Inc. 0.33% Add +6.2% 6,924 $722K
Hills Bank & Trust Co 0.05% Reduce -4.1% 6,843 $713K
Moneta Group Investment Advisors LLC 0.01% Add +14.6% 6,841 $713K
Cookson Peirce & Co. Inc. 0.03% Reduce -7.2% 6,793 $708K
Eads & Heald Wealth Management 0.33% Add +7.3% 6,763 $705K
Affinity Investment Advisors, LLC 0.48% Add +0.5% 6,762 $705K
Anchor Investment Management, LLC 0.07% Reduce -0.3% 6,760 $705K
1832 Asset Management L.P. 0.00% Reduce -1.3% 6,758 $704K
First Foundation Advisors 0.03% Add +10.2% 6,738 $702K
Meridian Investment Counsel Inc. 0.21% Reduce -6.3% 6,735 $702K
Canton Hathaway, LLC 0.17% No change 6,725 $701K
Transamerica Financial Advisors, LLC 0.07% Reduce -6.9% 6,724 $701K
Belpointe Asset Management LLC 0.04% Reduce -11.9% 6,687 $697K
Diversify Wealth Management, LLC 0.07% Add +11.5% 5,891 $697K
LexAurum Advisors, LLC 0.15% Reduce -2.3% 6,667 $695K
Empire Financial Management Company, LLC 0.21% Reduce -2.7% 6,662 $694K
Clifford Group, LLC 0.54% Reduce -4.8% 6,652 $693K
Wharton Business Group, LLC 0.03% Add +14.9% 6,649 $693K
Catalyst Financial Partners LLC 0.14% Add +5.9% 6,645 $693K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.6% 6,638 $692K
Graypoint LLC 0.04% Add +7.9% 6,633 $691K
Capital Group Investment Management Pte. LTD. 0.14% Add +11.3% 6,616 $690K
Kingsview Wealth Management, LLC 0.01% Add +18.3% 6,616 $690K
Advisors Capital Management, LLC 0.01% Add +4.8% 6,611 $689K
Harbor Advisors LLC 0.12% No change 6,608 $689K
Essex Financial Services, Inc. 0.05% Reduce -0.5% 5,800 $686K
SageView Advisory Group, LLC 0.03% Reduce -44.3% 6,574 $685K
Zacks Investment Management 0.01% Reduce -2.9% 6,573 $685K
Kesler, Norman & Wride, LLC 0.13% Reduce -4.5% 6,572 $685K
San Luis Wealth Advisors LLC 0.14% Add +109.0% 6,571 $685K
Fortitude Advisory Group L.L.C. 0.43% No change 6,561 $684K
Fielder Capital Group LLC 0.23% Add +184.3% 6,553 $683K
Visionary Wealth Advisors 0.04% Reduce -0.3% 6,529 $681K
Arbor Investment Advisors, LLC 0.09% Add +18.9% 6,490 $676K
Lee Danner & Bass Inc. 0.05% No change 6,463 $674K
Somerville Kurt F 0.11% Reduce -0.9% 6,375 $665K
Alera Investment Advisors, LLC 0.08% Reduce -4.6% 6,363 $663K
CFS Investment Advisory Services, LLC 0.06% Reduce -49.8% 6,360 $663K
Welch & Forbes LLC 0.01% Reduce -1.2% 6,329 $660K
Bank Pictet & Cie (Europe) AG 0.02% Add +1.2% 6,310 $658K
Personal Cfo Solutions, LLC 0.09% Reduce -1.3% 6,294 $656K
Symphony Financial, Ltd. Co. 0.11% Add +68.5% 6,247 $655K
Chicago Wealth Management, Inc. 0.35% No change 6,243 $651K
Bank of New Hampshire 0.16% Reduce -26.1% 6,220 $648K
Jefferies Financial Group Inc. 0.01% New 6,215 $648K
Burke & Herbert Bank & Trust Co. 0.15% No change 6,200 $646K
Western Wealth Management, LLC 0.04% Add +3.0% 6,162 $642K
Sage Mountain Advisors LLC 0.05% Add +5.9% 6,152 $641K
Copley Financial Group, Inc. 0.58% — 6,149 $641K
Gladstone Institutional Advisory LLC 0.03% Add +0.2% 6,114 $637K
Empower Advisory Group, LLC 0.00% Add +0.4% 6,111 $637K
Lindbrook Capital, LLC 0.06% Add +6.8% 6,083 $634K
Aigen Investment Management, LP 0.12% New 6,070 $633K
Rosenblum Silverman Sutton S F Inc. 0.16% No change 6,067 $632K
Sentry Investment Management LLC 0.27% No change 6,052 $631K
Sippican Capital Advisors 0.44% Reduce -5.9% 6,050 $631K
Deerfield Management Company, L.P. 0.01% New 6,049 $631K
Ranch Capital Advisors Inc. 0.30% Add +0.8% 6,018 $627K
Quilter Plc 0.01% Reduce -13.3% 6,015 $627K
Eagle Rock Investment Company, LLC 0.10% No change 6,000 $625K
Mosley Wealth Management 0.43% Add +12.9% 5,282 $625K
Grove Bank & Trust 0.09% Reduce -5.0% 5,988 $624K
Davis R M Inc. 0.01% Add +0.0% 5,984 $624K
Legacy Financial Advisors, Inc. 0.10% Reduce -14.6% 5,979 $623K
Barlow Wealth Partners, LLC 0.08% No change 5,782 $622K
Resonant Capital Advisors, LLC 0.05% Add +3.1% 5,946 $620K
Jump Financial, LLC 0.01% Reduce -42.9% 5,932 $618K
Nicholas Hoffman & Company, LLC. 0.03% No change 5,924 $618K
First Dallas Securities Inc. 0.26% Reduce -18.0% 5,912 $616K
Strategic Wealth Partners, Ltd. 0.06% Add +5.2% 5,904 $615K
Ramirez Asset Management, Inc. 0.12% No change 5,890 $614K
Mach-1 Financial Group, LLC 0.38% Reduce -2.9% 5,866 $612K
First American Trust, FSB 0.06% Reduce -2.5% 5,859 $611K
Tributary Capital Management, LLC 0.05% Reduce -3.0% 5,850 $610K
Red Lighthouse Investment Management, LLC 0.24% Reduce -0.0% 5,845 $609K
Vest Financial, LLC 0.01% New 5,841 $609K
Syon Capital LLC 0.05% Add +2.5% 5,836 $608K
Berger Financial Group, Inc 0.04% Add +1.1% 5,835 $608K
Teza Capital Management LLC 0.07% Reduce -92.6% 5,803 $605K
Flagship Harbor Advisors, LLC 0.03% Add +7.6% 5,802 $605K
Shufro Rose & Co. LLC 0.05% No change 6,220 $605K
Chase Investment Counsel Corp. 0.20% Add +4.8% 5,803 $604K
Curbstone Financial Management Corp 0.13% Reduce -1.0% 5,776 $602K
Prio Wealth Limited Partnership 0.02% No change 5,764 $601K
Legacy Advisors, LLC 0.06% Add +16.1% 5,739 $598K
Aljian Capital Management, LLC 0.14% New 5,734 $598K
LM Advisors LLC 0.12% Reduce -51.2% 5,721 $596K
PDS Planning, Inc 0.05% Add +2.0% 5,713 $596K
Sound View Wealth Advisors Group, LLC 0.05% Add +26.9% 5,709 $595K
Wealth Effects LLC 0.21% No change 5,700 $594K
Washburn Capital Management, Inc. 0.42% Reduce -13.6% 5,680 $592K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -9.7% 5,634 $587K
Strait & Sound Wealth Management LLC 0.28% Add +21.9% 5,610 $585K
Chapin Davis, Inc. 0.19% Reduce -1.6% 5,584 $582K
GC Wealth Management RIA, LLC 0.10% New 5,551 $579K
Douglass Winthrop Advisors, LLC 0.01% Reduce -2.5% 5,502 $574K
Pinnacle Bancorp, Inc. 0.15% Add +10.9% 5,490 $572K
BSW Wealth Partners 0.09% Add +9.6% 5,488 $572K
Lazari Capital Management, Inc. 0.24% Add +1.4% 5,483 $572K
Financial Advisors, LLC 0.11% No change 5,476 $571K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -2.6% 5,465 $570K
Foster Dykema Cabot & Partners, LLC 0.05% Add +9.9% 5,462 $569K
Orca Investment Management, LLC 0.51% Reduce -9.7% 5,454 $569K
Rwa Wealth Partners, LLC 0.01% Add +5.3% 5,433 $566K
Adirondack Trust Co. 0.22% No change 5,421 $565K
Heritage Wealth Advisors 0.03% Reduce -6.3% 5,417 $565K
Northern Financial Advisors Inc 0.43% Add +2.0% 5,406 $564K
Bahl & Gaynor LLC 0.00% Reduce -2.2% 5,400 $563K
Canopy Partners, LLC 0.24% Add +0.2% 5,394 $562K
Focus Partners Advisor Solutions, LLC 0.01% Add +25.3% 5,357 $558K
Legacy Capital Group California, Inc. 0.19% Reduce -6.8% 5,355 $558K
Peoples Bank 0.28% Add +4.3% 5,349 $558K
Capital Square, LLC 0.34% Reduce -7.2% 5,347 $557K
Pinnacle Financial Partners Inc 0.01% Add +15.3% 5,313 $554K
Johnson Investment Counsel Inc. 0.01% Add +75.2% 5,276 $550K
Marcum Wealth, LLC 0.05% Add +10.6% 5,257 $548K
Integris Wealth Management, LLC 0.15% No change 5,231 $545K
SlateStone Wealth, LLC 0.05% Add +3.8% 5,212 $543K
Everhart Financial Group, Inc. 0.12% Add +29.2% 5,205 $543K
Humankind Investments LLC 0.19% Add +4.8% 5,177 $540K
Childress Capital Advisors, LLC 0.15% Add +2.3% 5,163 $538K
Rogco, LP 0.21% Reduce -0.8% 5,155 $537K
Hexagon Capital Partners LLC 0.10% Add +1.0% 5,144 $536K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +2.7% 5,106 $532K
Northeast Financial Consultants Inc 0.02% Add +1.2% 5,085 $530K
Strategic Financial Services, Inc. 0.03% No change 5,082 $530K
Addison Advisors LLC 0.15% Reduce -2.3% 5,069 $528K
HBK Sorce Advisory LLC 0.02% Add +12.2% 5,049 $526K
Blake Schutter Theil Wealth Advisors, LLC 0.38% — 5,046 $526K
Arcataur Capital Management LLC 0.18% Reduce -0.1% 5,007 $522K
Debussy Capital Management LP 0.15% Reduce -1.8% 5,006 $522K
De Lisle Partners LLP 0.08% New 5,000 $521K
Atlanta Consulting Group Advisors, LLC 0.13% New 4,979 $519K
Evernest Financial Advisors, LLC 0.14% Reduce -1.6% 4,967 $518K
L2 Asset Management, LLC 0.14% Add +3.5% 4,952 $516K
Private Capital Management LLC 0.09% Add +7.8% 4,945 $515K
Veltria Advisors Corp. 0.20% Reduce -7.3% 4,944 $515K
Register Financial Advisors LLC 0.26% Add +0.1% 4,942 $515K
Morningstar Investment Services LLC 0.01% Add +17.6% 4,951 $515K
Lebenthal Global Advisors, LLC 0.10% Reduce -2.4% 4,938 $515K
AlphaCore Capital LLC 0.12% Add +10.0% 4,923 $513K
Gsa Capital Partners LLP 0.04% New 4,924 $513K
Bell Bank 0.06% Reduce -0.0% 4,918 $513K
Centric Wealth Management 0.14% Add +0.1% 3,896 $512K
Rehmann Capital Advisory Group 0.03% Reduce -0.7% 4,906 $511K
CWA Asset Management Group, LLC 0.03% — 4,898 $511K
Boston Financial Mangement LLC 0.02% Reduce -1.2% 4,888 $510K
Fuller & Thaler Asset Management, Inc. 0.00% No change 4,864 $507K
Apriem Advisors 0.06% Add +18.0% 4,851 $506K
Daymark Wealth Partners, LLC 0.02% Add +18.4% 4,834 $504K
Silvia McColl Wealth Management, LLC 0.38% Reduce -4.8% 4,822 $503K
1834 Investment Advisors Co. 0.06% Reduce -36.2% 4,817 $502K
Arista Wealth Management, LLC 0.12% No change 4,815 $502K
Connecticut Wealth Management, LLC 0.02% Reduce -4.3% 4,795 $500K
Voya Financial Advisors, Inc. 0.05% Add +30.2% 4,795 $499K
Willner & Heller, LLC 0.44% Add +0.9% 4,787 $499K
Evergreen Capital Management LLC 0.02% Add +1.0% 4,770 $497K
Bank of Nova Scotia Trust Co. 0.05% Add +0.8% 4,766 $497K
Insight 2811, Inc. 0.25% No change 4,722 $492K
CNB Bank 0.23% Reduce -1.4% 4,706 $491K
DT Investment Partners, LLC 0.04% Add +3.0% 4,672 $487K
Goldstone Financial Group, LLC 0.08% Add +12.8% 4,664 $486K
Moors & Cabot, Inc. 0.02% Reduce -22.0% 4,651 $485K
Ellevest, Inc. 0.03% New 4,618 $481K
Mosaic Family Wealth Partners, LLC 0.07% Add +0.1% 4,610 $481K
Arete Wealth Advisors, LLC 0.04% Reduce -10.2% 4,609 $478K
Mechanics Bank Trust Department 0.06% Reduce -1.3% 4,581 $478K
DRW Securities, LLC 0.03% Reduce -62.1% 4,579 $477K
Calton & Associates, Inc. 0.18% Reduce -20.1% 4,572 $477K
Cable Hill Partners, LLC 0.05% Reduce -4.9% 4,561 $475K
Maven Securities LTD 0.05% Reduce -69.2% 4,557 $475K
Forte Capital LLC 0.05% Reduce -5.2% 4,555 $475K
Ausdal Financial Partners, Inc. 0.05% Reduce -10.9% 4,551 $474K
Renaissance Investment Group LLC 0.10% No change 4,550 $474K
Baron Wealth Management LLC 0.23% Add +1.4% 4,548 $474K
Moss Adams Wealth Advisors LLC 0.05% Add +3.7% 4,535 $473K
Ledyard National Bank 0.04% Add +0.7% 4,528 $472K
Smithfield Trust Co 0.02% Add +1.0% 4,524 $471K
West Oak Capital, LLC 0.23% No change 4,515 $471K
Continuum Advisory, LLC 0.06% Add +12.3% 3,551 $470K
Catalina Capital Group, LLC 0.16% Add +4.6% 4,501 $469K
Keel Point, LLC 0.04% Add +1.5% 4,462 $465K
Bell & Brown Wealth Advisors, LLC 0.18% Add +0.7% 4,456 $465K
Camden National Bank 0.07% New 4,448 $464K
Truvestments Capital LLC 0.12% Add +26.4% 4,446 $463K
Phillips Wealth Planners LLC 0.44% Add +52.4% 3,866 $462K
Powell Investment Advisors, LLC 0.22% Add +2.2% 4,430 $462K
Morse Asset Management, Inc 0.10% Add +7.1% 4,424 $461K
Hotchkis & Wiley Capital Management LLC 0.00% Reduce -95.3% 4,420 $461K
STAR Financial Bank 0.31% Reduce -13.5% 4,408 $459K
Hancock Whitney Corp. 0.01% Reduce -11.6% 4,398 $458K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -60.1% 4,390 $458K
IPG Investment Advisors LLC 0.10% No change 4,375 $456K
Trilogy Capital Inc. 0.02% Add +17.6% 4,373 $456K
Fourpath Capital Management, LLC 0.08% New 4,339 $452K
DGS Capital Management, LLC 0.12% Add +28.0% 4,331 $451K
Bank of Hawaii 0.02% Reduce -14.1% 4,324 $451K
PGIM Custom Harvest LLC 0.01% Add +0.2% 4,303 $449K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.2% 4,283 $446K
Dark Forest Capital Management LP 0.06% New 4,274 $446K
Strategic Investment Advisors / MI 0.05% Reduce -21.1% 4,264 $444K
First County Bank 0.22% Add +14.7% 4,260 $444K
Knollwood Investment Advisory, LLC 0.05% No change 4,258 $444K
Hudock, Inc. 0.08% Reduce -1.9% 4,257 $444K
Tanager Wealth Management LLP 0.06% Add +9.8% 4,228 $441K
Salzhauer Michael 0.28% No change 4,225 $440K
Cornerstone Wealth Management, LLC 0.03% Reduce -4.4% 4,224 $440K
Oakworth Capital, Inc. 0.03% Reduce -19.5% 4,183 $436K
Fortem Financial Group, LLC 0.18% Add +6.4% 4,181 $436K
Holderness Investments Co. 0.09% Reduce -0.5% 4,166 $434K
Millennium Capital Advisors, LLC 0.28% Add +0.0% 4,135 $431K
Alliance Wealth Advisors, LLC 0.25% No change 4,133 $431K
McDonald Partners LLC 0.11% Reduce -25.6% 4,132 $431K
Moloney Securities Asset Management, LLC 0.06% Reduce -7.7% 4,112 $429K
RMR Wealth Builders 0.05% Add +14.2% 4,110 $428K
Schonfeld Strategic Advisors LLC 0.00% Reduce -67.3% 4,108 $428K
Sapient Capital LLC 0.01% Reduce -44.8% 4,105 $428K
Harbor Investment Advisory, LLC 0.04% Reduce -15.5% 4,105 $428K
Exencial Wealth Advisors, LLC 0.02% Reduce -2.7% 4,089 $426K
Goldstream Capital Management Ltd 0.19% New 4,087 $426K
Park National Corp. 0.01% No change 4,080 $425K
Shepherd Financial Partners LLC 0.05% Add +0.1% 4,079 $425K
X-Square Capital, LLC 0.14% Add +0.0% 4,068 $424K
Riverwater Partners LLC 0.21% Reduce -1.5% 4,051 $423K
Cromwell Holdings LLC 0.27% No change 4,034 $421K
Allen Investment Management, LLC 0.01% No change 4,034 $421K
Destination Wealth Management 0.01% Add +1.6% 4,032 $420K
Proficio Capital Partners LLC 0.04% Reduce -52.0% 4,021 $419K
Tiemann Investment Advisors, LLC 0.18% Reduce -7.6% 4,021 $419K
MCF Advisors LLC 0.03% Add +2.9% 3,986 $416K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +4.0% 3,954 $412K
One Wealth Advisors, LLC 0.06% Add +0.2% 3,932 $410K
Larson Financial Group LLC 0.02% Reduce -19.3% 3,917 $408K
Main Street Financial Solutions, LLC 0.04% Reduce -28.6% 3,910 $408K
Savvy Advisors, Inc. 0.08% Add +65.9% 3,908 $407K
AdvisorNet Financial, Inc 0.03% Add +0.8% 3,901 $407K
Rothschild Wealth LLC 0.12% Add +6.6% 3,887 $405K
Jackson Creek Investment Advisors LLC 0.12% Reduce -1.7% 3,882 $405K
SOL Capital Management CO 0.04% Reduce -3.6% 3,875 $404K
Amplius Wealth Advisors, LLC 0.04% Add +1.2% 3,853 $402K
Waverly Advisors, LLC 0.01% Reduce -4.4% 3,844 $401K
Roundview Capital LLC 0.03% Add +3.1% 3,842 $400K
Frisch Financial Group, Inc. 0.12% Add +6.5% 3,831 $399K
Cetera Trust Company, N.A 0.24% No change 3,804 $397K
Marino, Stram & Associates LLC 0.09% No change 3,802 $396K
Brown Capital Management LLC 0.01% Reduce -7.1% 3,773 $393K
Jacobi Capital Management LLC 0.03% Add +11.1% 3,770 $393K
Gibbs Wealth Management 0.13% Add +29.2% 3,768 $393K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.2% 3,757 $392K
Measured Wealth Private Client Group, LLC 0.13% Reduce -3.1% 3,754 $391K
Richwood Investment Advisors, LLC 0.32% Reduce -7.4% 3,753 $391K
Missouri Trust & Investment Co 0.14% No change 3,750 $391K
Rosenberg Matthew Hamilton 0.10% Add +2.6% 3,748 $391K
Great Lakes Advisors, LLC 0.00% Add +28.1% 3,746 $391K
Fort Sheridan Advisors LLC 0.06% Add +39.1% 3,741 $390K
First Trust Investment Solutions L.P. 0.04% Reduce -4.7% 3,740 $390K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -81.6% 3,714 $387K
Mill Creek Capital Advisors, LLC 0.01% Reduce -27.1% 3,706 $386K
Cornerstone Wealth Group, LLC 0.03% Reduce -0.2% 3,705 $386K
Samalin Investment Counsel, LLC 0.17% Reduce -0.5% 3,700 $386K
Angeles Wealth Management, LLC 0.03% Reduce -1.5% 3,678 $383K
Congress Park Capital LLC 0.14% Reduce -48.6% 3,675 $383K
Vestmark Advisory Solutions, Inc. 0.01% Add +0.6% 3,673 $383K
Park Place Capital Corp 0.11% Add +134.2% 3,660 $382K
One Capital Management, LLC 0.01% Add +0.1% 3,649 $380K
Nwam LLC 0.02% New 3,648 $380K
Raab & Moskowitz Asset Management LLC 0.10% Add +2.8% 3,642 $380K
First Financial Bank - Trust Division 0.03% Add +0.1% 3,631 $378K
Wellington Shields Capital Management, LLC 0.07% No change 3,607 $376K
Freestone Capital Holdings, LLC 0.01% Add +23.1% 3,605 $376K
Alta Advisers Ltd 0.17% No change 3,600 $375K
Davidson Investment Advisors 0.02% Reduce -0.7% 3,599 $375K
Altus Wealth Group LLC 0.16% Reduce -1.9% 3,577 $373K
AlphaQuest LLC 0.03% Reduce -73.3% 3,558 $371K
Orrstown Financial Services Inc. 0.11% New 3,520 $367K
Aprio Wealth Management, LLC 0.06% Reduce -2.6% 3,501 $365K
Manchester Capital Management LLC 0.04% Add +5.4% 3,491 $364K
Kovack Advisors, Inc. 0.04% Reduce -1.2% 3,472 $362K
BNP Paribas 0.01% Add +1.2% 3,455 $360K
JGP Wealth Management, LLC 0.05% Add +7.0% 3,450 $360K
Quantum Financial Advisors, LLC 0.06% Reduce -3.7% 3,435 $358K
Van Hulzen Asset Management, LLC 0.03% Reduce -92.5% 3,436 $358K
Community Bank of Raymore 0.27% No change 3,420 $357K
Alerus Financial NA 0.03% No change 3,402 $355K
Coastwise Capital Group, LLC 0.29% New 3,395 $354K
Pallas Capital Advisors LLC 0.02% Add +5.1% 2,967 $354K
Quotient Wealth Partners, LLC 0.01% Add +1.0% 3,387 $353K
Journey Strategic Wealth LLC 0.01% Add +16.0% 3,379 $352K
Paces Ferry Wealth Advisors, LLC 0.20% Reduce -0.2% 3,374 $352K
Cooper Financial Group 0.05% Reduce -46.1% 3,361 $350K
Webster Bank, N. A. 0.04% Add +11.9% 3,347 $349K
Schrum Private Wealth Management LLC 0.18% New 3,346 $349K
American National Bank & Trust 0.04% Reduce -1.3% 3,345 $349K
Wedbush Securities Inc. 0.01% Reduce -70.7% 3,340 $348K
Ostrum Asset Management 0.03% Add +1.3% 3,333 $347K
City State Bank 0.13% No change 3,328 $347K
Crawford Investment Counsel Inc. 0.01% Add +1.6% 3,290 $343K
Centiva Capital, LP 0.02% Reduce -89.0% 3,285 $342K
Journey Advisory Group, LLC 0.04% No change 3,520 $342K
Avantax Planning Partners, Inc. 0.01% Add +0.3% 3,276 $341K
CYBER HORNET ETFs LLC 0.35% Reduce -0.1% 3,270 $341K
Allen Capital Group, LLC 0.04% Add +37.2% 3,267 $341K
Opinicus Capital, Inc. 0.27% Reduce -4.2% 3,264 $340K
Baker Avenue Asset Management, LP 0.01% Add +10.5% 3,260 $340K
Fiduciary Family Office, LLC 0.11% Reduce -1.2% 3,255 $339K
Wrapmanager Inc. 0.09% Add +39.5% 3,243 $338K
Guerra Pan Advisors, LLC 0.27% No change 3,239 $338K
Proathlete Wealth Management LLC 0.14% Reduce -1.2% 3,230 $337K
Watts Gwilliam & Co., LLC 0.07% — 3,117 $335K
Blueprint Investment Partners LLC 0.06% Reduce -39.3% 3,214 $335K
Stevens Capital Management LP 0.05% Reduce -60.2% 3,217 $335K
Callan Capital, LLC 0.02% Add +36.5% 3,205 $334K
Ariadne Wealth Management, LP 0.18% New 2,581 $334K
Apexium Financial, LP 0.02% No change 3,197 $333K
Navis Wealth Advisors, LLC 0.36% Add +2.9% 3,186 $332K
Easterly Investment Partners LLC 0.03% Reduce -3.5% 3,151 $328K
Focus Financial Network, Inc. 0.01% Add +0.9% 3,145 $328K
New Covenant Trust Company, N.A. 0.32% Add +8.5% 3,143 $327K
Essex Bank 0.08% Reduce -1.9% 3,130 $326K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -1.1% 3,124 $326K
Waddell & Associates, LLC 0.04% Reduce -2.1% 3,112 $324K
Code Waechter LLC 0.31% — 3,095 $323K
Mason & Associates Inc 0.08% New 3,087 $322K
Trueblood Wealth Management, LLC 0.16% No change 3,080 $321K
Duncker Streett & Co. Inc. 0.06% Reduce -8.9% 3,071 $320K
Objective Capital Management, LLC 0.19% — 3,069 $320K
Hobbs Group Advisors, LLC 0.11% Reduce -3.6% 3,065 $320K
Omnia Family Wealth, LLC 0.14% Add +3.3% 3,063 $319K
MBB Public Markets I LLC 0.03% Reduce -96.5% 3,060 $319K
Bedel Financial Consulting, Inc. 0.04% Add +0.0% 3,055 $318K
Lokken Investment Group LLC 0.13% No change 3,053 $318K
Optimum Investment Advisors 0.14% No change 3,050 $318K
Manchester Financial Inc. 0.07% Reduce -0.5% 3,043 $317K
O'ROURKE & COMPANY, Inc 0.16% Reduce -0.1% 3,036 $316K
Grandfield & Dodd, LLC 0.02% Reduce -12.7% 3,030 $316K
Wimmer Associates 1, LLC 0.15% No change 3,023 $315K
L.M. Kohn & Company 0.08% Add +12.8% 3,022 $315K
First Interstate Bank 0.02% Add +0.6% 3,018 $315K
West Family Investments, Inc. 0.11% Add +16.4% 3,017 $314K
Zhang Financial LLC 0.02% Reduce -2.5% 3,016 $314K
Silver Coast Investments LLC 0.12% Reduce -5.0% 3,012 $314K
Park Edge Advisors, LLC 0.09% Add +0.7% 3,011 $314K
Trivium Point Advisory, LLC 0.04% New 2,360 $313K
TCFG Wealth Management, LLC 0.16% — 3,003 $313K
Spirit of America Management Corp. 0.06% No change 3,000 $313K
Five Oceans Advisors 0.15% Add +0.0% 2,997 $312K
Tritonpoint Wealth, LLC 0.03% Reduce -1.5% 2,999 $312K
Circle Wealth Management, LLC 0.01% Reduce -5.6% 2,990 $312K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +35.3% 2,521 $312K
Atlantic Union Bankshares Corp 0.02% No change 2,984 $311K
Summit Wealth Group, LLC 0.09% No change 2,983 $311K
FDx Advisors, Inc. 0.08% New 2,973 $310K
Blue Fin Capital, Inc. 0.06% No change 2,965 $309K
Associated Banc-Corp 0.01% Reduce -2.7% 2,956 $308K
Lane & Associates LLC 0.17% New 2,951 $308K
McLean Asset Management Corp 0.09% Add +0.2% 2,846 $307K
Seven Mile Advisory 0.20% Add +1.9% 2,941 $307K
Pathway Financial Advisors LLC 0.08% Add +6.9% 2,928 $305K
Performance Wealth Partners, LLC 0.01% Add +6.0% 2,926 $305K
Fulcrum Capital LLC 0.07% No change 2,921 $304K
American State Bank (Iowa) 0.18% No change 2,908 $303K
Auxano Advisors, LLC 0.08% Add +6.5% 2,902 $303K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 2,883 $302K
Optas, LLC 0.07% Add +24.7% 2,871 $299K
Titleist Asset Management, LLC 0.04% Reduce -30.3% 2,870 $299K
Advus Financial Partners, LLC 0.09% Reduce -4.8% 2,861 $298K
Ipswich Investment Management Co., Inc. 0.07% Reduce -0.0% 2,853 $297K
Cohen & Steers, Inc. 0.00% Reduce -18.2% 2,853 $297K
Lion Street Advisors, LLC 0.10% Reduce -1.4% 2,830 $295K
Fiducient Advisors LLC 0.03% Reduce -10.2% 2,828 $295K
Kennebec Savings Bank 0.29% — 2,827 $295K
Laffer Tengler Investments, Inc. 0.07% No change 2,826 $295K
Kingfisher Capital LLC 0.07% No change 2,826 $295K
Key Financial Inc 0.06% Add +0.8% 2,817 $294K
Cercano Management LLC 0.01% New 2,812 $293K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Reduce -0.4% 2,808 $293K
Turtle Creek Wealth Advisors, LLC 0.06% Add +8.2% 2,802 $292K
Thrive Wealth Management, LLC 0.05% Reduce -2.2% 2,793 $291K
Aspiriant, LLC 0.01% Reduce -8.1% 2,788 $291K
Everpar Advisors LLC 0.15% Reduce -41.6% 2,784 $290K
Allegheny Financial Group 0.07% Add +15.8% 2,779 $290K
Invenio Wealth Partners LLC 0.13% Add +3.4% 2,778 $290K
Eisler Capital (US) LLC 0.05% Reduce -85.2% 2,778 $290K
McCarter Private Wealth Services LLC 0.18% — 2,775 $289K
Wilkinson Global Asset Management LLC 0.02% No change 2,774 $289K
Sunpointe, LLC 0.24% New 2,759 $288K
Valmark Advisers, Inc. 0.00% Reduce -2.4% 2,756 $287K
Clear Harbor Asset Management, LLC 0.02% No change 2,745 $286K
Fortis Group Advisors, LLC 0.05% No change 2,744 $286K
Jackson Square Capital, LLC 0.07% No change 2,741 $286K
Diversified, LLC 0.03% Add +0.8% 2,740 $286K
Diversified Enterprises, LLC 0.03% — 2,740 $286K
Gallagher Fiduciary Advisors, LLC 0.06% Add +3.3% 2,731 $285K
Paulson Wealth Management Inc. 0.08% No change 2,727 $284K
Eagle Strategies LLC 0.05% Reduce -4.0% 2,723 $284K
Broadleaf Partners, LLC 0.07% No change 2,719 $283K
EntryPoint Capital, LLC 0.16% Reduce -1.8% 2,687 $280K
St Germain D J Co. Inc. 0.01% Add +1.6% 2,670 $278K
N.E.W. Advisory Services LLC 0.03% Add +9.1% 2,668 $278K
Cornerstone Advisory, LLC 0.04% Add +0.8% 2,663 $278K
PFG Advisors 0.02% Reduce -11.7% 2,662 $278K
Aspen Wealth Strategies, LLC 0.18% New 2,662 $277K
TFB Advisors LLC 0.08% Add +3.9% 2,662 $277K
Sivia Capital Partners, LLC 0.16% Add +17.6% 2,661 $277K
Newman Dignan & Sheerar, Inc. 0.07% No change 2,328 $277K
Wallace Advisory Group, LLC 0.20% Reduce -3.0% 2,841 $276K
Harbour Investments, Inc. 0.01% Reduce -3.8% 2,645 $276K
Canvas Wealth Advisors, LLC 0.08% Add +23.3% 2,644 $276K
Legacy Edge Advisors, LLC 0.04% Reduce -7.1% 2,640 $275K
Equitable Trust Co. 0.02% No change 2,637 $275K
Hurlow Wealth Management Group, Inc. 0.09% No change 2,630 $274K
Royal Fund Management, LLC 0.02% New 2,628 $274K
Financial Advocates Investment Management 0.02% New 2,627 $274K
Brandywine Oak Private Wealth LLC 0.03% Reduce -0.1% 2,626 $274K
Ellsworth Advisors, LLC 0.07% Add +0.8% 2,620 $273K
Willow Creek Wealth Management Inc. 0.03% No change 2,619 $273K
Wealthcare Advisory Partners LLC 0.01% Add +8.3% 2,619 $273K
Cardinal Point Capital Management ULC 0.05% New 2,607 $272K
Jamison Private Wealth Management, Inc. 0.04% Add +131.8% 2,601 $271K
InTrack Investment Management Inc 0.19% Reduce -1.3% 2,600 $271K
Versor Investments LP 0.04% Reduce -57.5% 2,600 $271K
Naviter Wealth, LLC 0.04% New 2,600 $271K
Howard Financial Services, LTD. 0.04% Add +0.3% 2,600 $271K
CVA Family Office, LLC 0.04% Reduce -2.6% 2,594 $270K
Fi3 FINANCIAL ADVISORS, LLC 0.11% New 2,590 $270K
River Wealth Advisors LLC 0.04% Add +4.6% 2,590 $270K
Accredited Investors Inc. 0.02% Add +0.2% 2,589 $270K
Sandy Spring Bank 0.01% Reduce -3.2% 2,585 $269K
AA Financial Advisors, LLC 0.08% No change 2,579 $269K
BLB&B Advisors, LLC 0.01% Reduce -6.9% 2,575 $268K
Enterprise Financial Services Corp 0.16% Reduce -8.0% 2,573 $268K
Strategy Asset Managers LLC 0.05% Reduce -82.5% 2,571 $268K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% Reduce -3.1% 2,555 $266K
Bank of Marin 0.21% No change 2,553 $266K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Add +4.3% 2,551 $266K
True North Advisors, LLC 0.07% No change 2,540 $265K
Pine Valley Investments Ltd Liability Co 0.02% Add +2.2% 2,537 $264K
Safeguard Financial, LLC 0.06% Add +9.3% 2,533 $264K
Sachetta, LLC 0.10% Add +1.9% 2,533 $264K
Flynn Zito Capital Management, LLC 0.13% No change 2,527 $263K
Intergy Private Wealth, LLC 0.10% Add +8.7% 2,527 $263K
Doheny Asset Management 0.18% No change 2,523 $263K
Bragg Financial Advisors, Inc 0.01% No change 2,521 $263K
IVC Wealth Advisors LLC 0.14% Add +1.5% 2,519 $263K
Sepio Capital, LP 0.02% Add +0.8% 2,509 $262K
Segment Wealth Management, LLC 0.02% No change 2,505 $261K
Carnegie Lake Advisors LLC 0.10% — 2,500 $261K
Financial Security Advisor, Inc. 0.07% Add +1.5% 2,502 $261K
Beck Mack & Oliver LLC 0.01% No change 2,500 $261K
Kaizen Financial Strategies 0.15% Add +0.9% 2,497 $260K
Bordeaux Wealth Advisors LLC 0.05% New 2,497 $260K
Aft, Forsyth & Company, Inc. 0.13% No change 2,485 $259K
Meadow Creek Wealth Advisors LLC 0.20% Add +16.2% 2,481 $259K
NBW Capital LLC 0.05% Add +1.9% 2,466 $257K
Ascent Group, LLC 0.02% Add +7.0% 2,465 $257K
First Bank & Trust 0.05% New 2,464 $257K
UNIVEST FINANCIAL Corp 0.02% New 2,463 $257K
Prosperity Consulting Group, LLC 0.02% New 2,455 $256K
Advisory Alpha, LLC 0.01% Reduce -0.7% 2,447 $255K
iA Global Asset Management Inc. 0.00% Add +3.4% 2,450 $255K
Castleview Partners, LLC 0.15% Add +4.7% 2,440 $254K
Prepared Retirement Institute LLC 0.15% No change 2,437 $254K
Boston Trust Walden Corp 0.00% No change 2,423 $253K
Klingman & Associates, LLC 0.02% Add +3.0% 2,422 $252K
Sax Wealth Advisors, LLC 0.02% Add +2.9% 2,419 $252K
Baker Tilly Wealth Management, LLC 0.11% Reduce -42.1% 2,414 $252K
Plancorp, LLC 0.01% Add +1.5% 2,414 $252K
Bangor Savings Bank 0.02% No change 2,409 $251K
ICONIQ Capital, LLC 0.01% New 2,406 $251K
First Affirmative Financial Network 0.14% Reduce -15.1% 2,404 $251K
Advisor OS, LLC 0.02% Add +5.4% 2,399 $250K
Horizon Wealth Management, LLC 0.05% Add +0.1% 2,398 $250K
Darden Wealth Group Inc 0.18% No change 2,396 $250K
Firestone Capital Management 0.06% Add +0.1% 2,395 $250K
Keudell/Morrison Wealth Management 0.07% New 2,385 $249K
Central Bank & Trust Co. 0.03% No change 2,381 $248K
Gitterman Wealth Management, LLC 0.10% No change 2,365 $247K
KKM Financial LLC 0.12% No change 2,345 $244K
CHICAGO TRUST Co NA 0.04% Reduce -1.8% 2,344 $244K
Van Eck Associates Corp. 0.00% New 2,066 $244K
Argent Advisors, Inc. 0.09% No change 2,340 $244K
Kathmere Capital Management, LLC 0.02% New 2,332 $243K
Deseret Mutual Benefit Administrators 0.12% Add +3.4% 2,331 $243K
United Community Bank 0.09% Reduce -0.4% 2,323 $242K
Mayfair Advisory Group, LLC 0.15% No change 2,240 $242K
Soltis Investment Advisors LLC 0.02% New 2,318 $242K
Primoris Wealth Advisors, LLC 0.17% No change 2,305 $240K
Prairie Wealth Advisors, Inc. 0.12% Reduce -12.3% 2,300 $240K
Willis Johnson & Associates, Inc. 0.02% New 2,299 $240K
Mosaic Financial Group, LLC 0.17% Reduce -8.0% 2,294 $239K
Shell Asset Management Co. 0.01% — 2,297 $239K
Pegasus Partners Ltd. 0.02% No change 2,288 $239K
Old North State Trust, LLC 0.19% No change 2,274 $237K
Hemington Wealth Management 0.06% Reduce -2.4% 2,042 $237K
Oxford Financial Group, LTD. LLC 0.01% Reduce -35.7% 2,270 $237K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.3% 2,257 $235K
Montz Harcus Wealth Management LLC 0.14% Add +0.2% 2,247 $234K
Veracity Capital LLC 0.09% Add +0.4% 2,247 $234K
Clear Creek Financial Management, LLC 0.03% Add +1.6% 2,241 $234K
Everett Harris & Co. 0.00% No change 2,231 $233K
Bouchey Financial Group, Ltd. 0.02% Add +1.5% 2,226 $232K
FinTrust Capital Advisors, LLC 0.04% Reduce -19.1% 2,226 $232K
Versant Capital Management, Inc 0.05% Add +330.0% 2,223 $232K
Sutton Place Investors LLC 0.14% Add +4.3% 2,222 $232K
Cadence Bank 0.02% New 2,209 $230K
Monterey Private Wealth, Inc. 0.08% No change 2,207 $230K
American Trust 0.02% Reduce -4.2% 2,206 $230K
Wolverine Trading, LLC 0.01% Reduce -94.7% 2,200 $229K
Boothbay Fund Management, LLC 0.01% New 2,197 $229K
Groesbeck Investment Management Corp. 0.34% No change 2,200 $229K
Colonial River Investments, LLC 0.11% Reduce -46.7% 2,195 $229K
Beaumont Financial Advisors, LLC 0.02% Add +0.2% 2,190 $228K
Welch Group, LLC 0.01% No change 2,179 $227K
Birch Hill Investment Advisors LLC 0.01% No change 2,171 $226K
Sunflower Bank, N.A. 0.06% Reduce -2.4% 2,169 $226K
Marathon Capital Management 0.06% Reduce -1.1% 2,163 $225K
Osborne Partners Capital Management, LLC 0.01% New 2,162 $225K
Luts & Greenleigh Group, Inc. 0.22% Add +1.0% 2,159 $225K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -73.0% 2,155 $225K
HBW Advisory Services LLC 0.03% Reduce -0.7% 2,153 $224K
Concourse Financial Group Securities, Inc. 0.01% Add +28.1% 2,150 $224K
Fairscale Capital, LLC 0.20% Reduce -2.3% 2,145 $224K
New Hampshire Trust 0.05% Add +1.8% 2,142 $223K
Peak Planning Group, LLC 0.10% Reduce -1.8% 2,135 $223K
BKM Wealth Management, LLC 0.09% New 2,130 $222K
FCG Investment Co 0.15% Reduce -0.8% 2,125 $222K
Jacobsen Capital Management 0.09% Add +0.5% 2,125 $222K
Alta Wealth Advisors LLC 0.10% Reduce -1.7% 2,123 $221K
Werba Rubin Papier Wealth Management 0.05% New 2,118 $221K
Warther Private Wealth, LLC 0.08% No change 2,115 $220K
Lantz Financial LLC 0.06% New 2,112 $220K
Krane Funds Advisors LLC 0.01% New 2,111 $220K
Harvest Fund Management Co., Ltd 0.01% New 2,106 $220K
Investment Partners, LTD. 0.09% Add +0.2% 2,103 $219K
Macroview Investment Management LLC 0.21% Add +0.5% 2,103 $219K
Glen Eagle Advisors, LLC 0.04% Reduce -5.9% 2,100 $219K
Iron Gate Global Advisors LLC 0.03% No change 2,092 $218K
Capital Advisors, Ltd. LLC 0.03% Add +0.5% 2,091 $218K
Boyd Watterson Asset Management LLC 0.06% Reduce -0.8% 2,090 $218K
Motco 0.02% No change 2,084 $217K
Perennial Investment Advisors, LLC 0.03% New 2,082 $217K
Means Investment Co., Inc. 0.02% New 2,061 $215K
Obermeyer Wealth Partners 0.01% New 2,057 $214K
Smallwood Wealth Investment Management, LLC 0.15% New 2,056 $214K
SignalPoint Asset Management, LLC 0.05% New 2,055 $214K
Asahi Life Asset Management Co., LTD. 0.13% New 2,050 $214K
Axiom Advisory, LLC 0.00% New 2,112 $213K
Breed's Hill Capital LLC 0.17% Reduce -0.9% 2,040 $213K
Lewis Asset Management, LLC 0.15% New 2,038 $212K
Accurate Wealth Management, LLC 0.04% New 1,889 $212K
Kohmann Bosshard Financial Services, LLC 0.03% New 2,032 $212K
Silverlake Wealth Management LLC 0.08% New 2,027 $211K
TrinityPoint Wealth, LLC 0.03% New 2,023 $211K
Norway Savings Bank 0.11% New 2,018 $210K
Investment Partners Asset Management, Inc. 0.17% New 2,013 $210K
Renasant Bank 0.14% New 2,013 $210K
Integrated Investment Consultants, LLC 0.05% Add +588.8% 17,221 $210K
Blue Bell Private Wealth Management, LLC 0.04% Add +6.1% 2,011 $210K
Family Firm, Inc. 0.05% Add +1.0% 2,006 $209K
RFG Advisory, LLC 0.01% New 2,002 $209K
Merrion Investment Management Co, LLC 0.14% New 2,000 $208K
Interactive Financial Advisors, Inc. 0.11% New 2,000 $208K
United Bank 0.02% New 2,000 $208K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Reduce -3.0% 1,996 $208K
LCNB Corp. 0.07% New 1,995 $208K
TruWealth Advisors, LLC 0.01% New 1,984 $207K
Hoxton Planning & Management, LLC 0.08% New 1,982 $207K
Kanawha Capital Management LLC 0.01% Reduce -3.8% 1,980 $206K
Clayton Financial Group LLC 0.08% New 1,980 $206K
Athena Investment Management 0.12% New 1,978 $206K
Godsey & Gibb, Inc. 0.02% Add +13.9% 1,964 $205K
49 Wealth Management, LLC 0.03% New 1,963 $205K
Wealth Alliance Advisory Group, LLC 0.04% New 1,960 $204K
Family Manage LLC 0.03% New 1,950 $203K
Goldstein Advisors, LLC 0.03% New 1,948 $203K
Transform Wealth, LLC 0.01% New 1,948 $203K
Nichols & Pratt Advisers LLP 0.01% New 1,945 $203K
JB Capital LLC 0.01% New 1,943 $202K
Headinvest, LLC 0.04% New 1,934 $202K
CoreCap Advisors, LLC 0.01% New 1,933 $202K
Wedge Capital Management L L P 0.00% New 1,933 $201K
Bryn Mawr Trust Advisors, LLC 0.01% New 1,927 $201K
Crestline Management, L.P. 0.01% New 1,926 $201K
Susquehanna International Group Ltd. 0.04% New 1,924 $201K
GHP Investment Advisors, Inc. 0.01% Add +0.8% 1,895 $198K
M&R Capital Management Inc. 0.04% Add +0.1% 1,889 $197K
Atlas Capital Advisors Inc. 0.03% No change 1,871 $195K
Gold Investment Management Ltd. 0.08% No change 1,856 $193K
Pflug Koory, LLC 0.01% — 1,824 $190K
Rise Advisors, LLC 0.09% Add +1.0% 1,792 $187K
Bruce G. Allen Investments, LLC 0.14% Reduce -1.9% 1,746 $182K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -8.7% 1,638 $171K
Game Plan Financial Advisors, LLC 0.09% No change 1,600 $167K
Ransom Advisory, Ltd 0.08% No change 1,594 $166K
Valley National Advisers Inc. 0.03% Reduce -30.4% 1,574 $164K
Thompson Investment Management, Inc. 0.02% Add +0.1% 1,525 $159K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,500 $156K
Piscataqua Savings Bank 0.13% Add +11.7% 1,494 $156K
Gleason Group, Inc. 0.03% Add +0.9% 1,473 $154K
Jaffetilchin Investment Partners, LLC 0.01% New 1,433 $149K
Capula Management Ltd 0.00% Reduce -60.8% 1,420 $148K
Austin Private Wealth, LLC 0.01% New 1,419 $148K
Wintrust Investments LLC 0.11% Reduce -91.0% 1,408 $146K
Catalyst Funds Management Pty Ltd 0.03% Reduce -56.3% 1,400 $146K
Hazlett, Burt & Watson, Inc. 0.07% Add +0.3% 1,395 $145K
Silvant Capital Management LLC 0.01% No change 1,357 $141K
Johnson Financial Group, Inc. 0.01% Add +78.2% 1,349 $141K
Indiana Trust & Investment Management Co 0.05% No change 1,341 $140K
Planned Solutions, Inc. 0.05% New 1,295 $135K
Global Financial Private Client, LLC 0.05% Reduce -91.9% 1,280 $133K
Reston Wealth Management LLC 0.05% New 1,277 $133K
Alpine Bank Wealth Management 0.02% — 1,260 $131K
GPS Wealth Strategies Group, LLC 0.02% No change 1,253 $131K
Resources Management Corp. /CT/ 0.02% No change 1,215 $127K
West Paces Advisors Inc. 0.03% No change 1,210 $126K
Tortoise Investment Management, LLC 0.01% Add +55.6% 1,201 $125K
Compass Wealth Management LLC 0.03% No change 1,184 $123K
First Financial Corp. 0.06% No change 1,179 $123K
Knuff & Co LLC 0.04% Reduce -7.9% 1,170 $122K
Paladin Advisory Group, LLC 0.09% No change 1,156 $121K
Armstrong Advisory Group, Inc. 0.01% Reduce -3.3% 1,143 $119K
General Partner, Inc. 0.07% No change 1,107 $115K
Y.D. More Investments Ltd 0.01% Add +5.2% 1,099 $114K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +0.5% 1,086 $113K
MV Capital Management, Inc. 0.01% Reduce -4.5% 1,070 $112K
PSI Advisors, LLC 0.03% No change 1,068 $111K
Carolinas Wealth Consulting LLC 0.02% Add +2.6% 1,068 $111K
Ashton Thomas Securities, LLC 0.02% New 1,052 $110K
Oarsman Capital, Inc. 0.02% New 1,047 $109K
Dakota Community Bank & Trust NA 0.55% No change 1,042 $109K
Hollencrest Capital Management 0.00% Add +103.3% 1,041 $109K
Arax Advisory Partners 0.01% Add +19.7% 1,039 $108K
Tompkins Financial Corp. 0.01% Add +3.0% 1,030 $107K
Creekmur Asset Management LLC 0.03% No change 1,027 $107K
SOA Wealth Advisors, LLC. 0.02% Add +0.2% 1,017 $106K
Sound Income Strategies, LLC 0.01% Reduce -3.6% 1,007 $105K
Future Financial Wealth Managment LLC 0.07% New 1,000 $104K
Centennial Bank 0.05% Reduce -1.1% 1,000 $104K
Robinswood Financial LLC 0.04% No change 1,000 $104K
Monetary Management Group Inc. 0.03% No change 1,000 $104K
Citizens National Bank Trust Department 0.02% No change 1,000 $104K
Caldwell Sutter Capital, Inc. 0.05% Reduce -2.9% 999 $104K
Gilliland Jeter Wealth Management LLC 0.03% No change 980 $102K
Brown, Lisle/Cummings, Inc. 0.03% No change 975 $102K
Bogart Wealth, LLC 0.00% No change 970 $101K
FSA Wealth Management LLC 0.04% — 957 $100K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Reduce -16.8% 940 $98K
Hartford Financial Management Inc. 0.02% Add +7.1% 919 $96K
Realta Investment Advisors 0.04% Reduce -40.6% 850 $95K
Colonial Trust Co / SC 0.01% Add +2.3% 892 $93K
Farmers & Merchants Investments Inc. 0.00% No change 891 $93K
Cedar Mountain Advisors, LLC 0.02% Add +0.7% 885 $92K
Hanson & Doremus Investment Management 0.01% No change 877 $91K
Washington Trust Advisors, Inc. 0.01% Reduce -15.4% 864 $90K
Riverview Trust Co 0.08% Add +2.5% 862 $90K
Atticus Wealth Management, LLC 0.03% Reduce -0.6% 850 $89K
Kozak & Associates, Inc. 0.02% Add +1.0% 708 $85K
PARK CIRCLE Co 0.07% No change 800 $83K
SRH Advisors, LLC 0.03% Add +0.8% 791 $82K
Carmichael Hill & Associates, Inc. 0.03% Add +0.8% 791 $82K
Gen-Wealth Partners Inc 0.04% New 695 $82K
Tobam 0.01% Reduce -42.8% 764 $80K
HHM Wealth Advisors, LLC 0.01% No change 741 $77K
Baldwin Wealth Partners LLC 0.01% Add +98.9% 730 $76K
Cranbrook Wealth Management, LLC 0.02% Reduce -18.9% 722 $75K
Twin Lakes Capital Management, LLC 0.05% No change 720 $75K
Covestor Ltd 0.05% Reduce -20.2% 717 $74K
Eukles Asset Management 0.03% Reduce -7.3% 698 $73K
Cedar Wealth Management, LLC 0.02% No change 684 $71K
Plante Moran Financial Advisors, LLC 0.01% Add +9.3% 683 $71K
Pension & Wealth Management Advisors, Inc. 0.04% New 675 $70K
Wellington Shields & Co., LLC 0.02% Add +7.8% 675 $70K
JFS Wealth Advisors, LLC 0.00% Reduce -29.6% 674 $70K
Semmax Financial Advisors Inc. 0.02% No change 519 $69K
CoreFirst Bank & Trust 0.04% New 661 $69K
Fortitude Family Office, LLC 0.03% Add +57.4% 658 $69K
Coppell Advisory Solutions LLC 0.01% Reduce -45.7% 655 $68K
Ameliora Wealth Management Ltd. 0.03% No change 652 $68K
Union Savings Bank 0.03% Add +30.1% 649 $68K
Eagle Bay Advisors LLC 0.03% Add +75.5% 646 $67K
Ogorek Anthony Joseph /NY/ 0.02% Add +21.1% 637 $66K
Livelsberger Financial Advisory 1.34% New 613 $64K
Bell Investment Advisors, Inc 0.01% Add +0.8% 605 $63K
Summit Securities Group LLC 0.04% Reduce -50.0% 600 $63K
Tsfg, LLC 0.01% Reduce -11.0% 599 $62K
Osterweis Capital Management Inc. 0.00% No change 587 $61K
Horrell Capital Management, Inc. 0.02% No change 583 $61K
MeadowBrook Investment Advisors LLC 0.06% Add +5.7% 575 $60K
First United Bank & Trust 0.02% Reduce -3.4% 568 $59K
J.Safra Asset Management Corp 0.01% No change 568 $59K
Bfsg, LLC 0.01% No change 560 $58K
Financial Network Wealth Advisors LLC 0.05% Add +12.6% 545 $57K
Sittner & Nelson, LLC 0.02% No change 510 $53K
Aviso Financial Inc. 0.00% Reduce -39.4% 500 $52K
Mark Sheptoff Financial Planning, LLC 0.03% No change 496 $52K
WR Wealth Planners, LLC 0.01% Reduce -9.8% 488 $51K
Activest Wealth Management 0.02% No change 485 $51K
Accordant Advisory Group Inc 0.05% No change 470 $49K
Prestige Wealth Management Group LLC 0.01% Reduce -87.0% 470 $49K
Partnership Wealth Management, LLC 0.03% No change 468 $49K
Riggs Asset Managment Co. Inc. 0.01% Reduce -9.7% 466 $49K
IMA Advisory Services, Inc. 0.01% New 458 $48K
Annapolis Financial Services, LLC 0.01% No change 447 $47K
Provenance Wealth Advisors, LLC 0.01% No change 443 $46K
Creative Financial Designs Inc. 0.00% Add +0.2% 434 $45K
TFC Financial Management, Inc. 0.01% Add +22.6% 423 $44K
DiNuzzo Private Wealth, Inc. 0.01% Add +385.2% 393 $41K
Richardson Financial Services Inc. 0.02% No change 403 $39K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -11.9% 369 $38K
Essex Investment Management Co. LLC 0.01% No change 363 $38K
1620 Investment Advisors, Inc. 0.03% Add +2.6% 358 $37K
Planning Capital Management Corp 0.02% Add +115.1% 357 $37K
Earned Wealth Advisors, LLC 0.01% New 348 $36K
DHJJ Financial Advisors, Ltd. 0.01% No change 338 $35K
Meeder Asset Management Inc. 0.00% Add +3.5% 328 $34K
Miller Wealth Advisors, LLC 0.02% No change 285 $34K
West Branch Capital LLC 0.01% Add +1.6% 323 $34K
Laurel Wealth Advisors LLC 0.01% Add +210.6% 323 $34K
Painted Porch Advisors LLC 0.02% Add +0.3% 317 $33K
Byrne Asset Management LLC 0.02% No change 309 $32K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 311 $32K
Islay Capital Management, LLC 0.02% No change 300 $31K
Maryland Capital Advisors Inc. 0.02% No change 300 $31K
Rakuten Securities, Inc. 0.01% Add +138.1% 300 $31K
BBJS Financial Advisors, LLC 0.01% No change 300 $31K
Beacon Capital Management, LLC 0.00% Add +321.7% 291 $30K
Davis Capital Management 0.02% Add +8.9% 268 $28K
Bank & Trust Co 0.02% No change 265 $28K
Hilltop National Bank 0.01% Reduce -7.8% 259 $27K
Flaharty Asset Management, LLC 0.00% New 258 $27K
Solstein Capital, LLC 0.01% No change 256 $27K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 255 $27K
Northwest Investment Counselors, LLC 0.01% New 245 $26K
Main Street Group, LTD 0.01% No change 239 $25K
Ruedi Wealth Management, Inc. 0.01% Reduce -10.9% 221 $23K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +17.1% 212 $22K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 210 $22K
ORG Partners LLC 0.00% Reduce -13.0% 208 $22K
TrinityBridge Ltd 0.00% New 200 $21K
Delos Wealth Advisors, LLC 0.02% Reduce -2.4% 200 $21K
WFA of San Diego, LLC 0.02% No change 200 $21K
Estabrook Capital Management 0.00% No change 200 $21K
Bare Financial Services, Inc 0.01% No change 199 $21K
Kathleen S. Wright Associates Inc. 0.01% No change 192 $20K
Red Tortoise LLC 0.01% Add +0.5% 190 $20K
Abound Wealth Management 0.01% No change 189 $20K
Archer Investment Corp 0.01% Reduce -4.6% 187 $20K
Glass Jacobson Investment Advisors llc 0.01% No change 186 $19K
Broadwater Capital Management LLC 0.01% No change 183 $19K
Iron Horse Wealth Management, LLC 0.01% No change 182 $19K
Silicon Valley Capital Partners 0.00% Add +1.1% 182 $19K
Private Wealth Management Group, LLC 0.01% Add +2.9% 178 $19K
Aspect Partners, LLC 0.01% No change 177 $18K
Colonial Trust Advisors 0.00% No change 176 $18K
Stephens Consulting, LLC 0.00% Reduce -13.0% 174 $18K
Olistico Wealth, LLC 0.01% No change 154 $16K
First PREMIER Bank 0.00% No change 156 $16K
JNBA Financial Advisors 0.00% No change 152 $16K
Center for Financial Planning, Inc. 0.00% No change 150 $16K
Redmont Wealth Advisors LLC 0.02% No change 142 $15K
REAP Financial Group, LLC 0.00% New 141 $15K
Claris Advisors, LLC / Mo / 0.01% New 139 $14K
RE Dickinson Investment Advisors, LLC 0.01% New 137 $14K
Frazier Financial Advisors, LLC 0.01% Add +19.5% 135 $14K
Penserra Capital Management LLC 0.00% No change 135 $14K
Ancora Advisors LLC 0.00% Add +7.5% 129 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 125 $13K
Cornerstone Planning Group LLC 0.00% Add +12.4% 109 $13K
Avion Wealth 0.00% Add +15.7% 133 $13K
Aspire Private Capital, LLC 0.00% Add +830.8% 121 $13K
Towne Trust Company, N.A 0.00% Reduce -31.6% 119 $12K
LRI Investments, LLC 0.00% Reduce -53.0% 93 $12K
Morton Brown Family Wealth, LLC 0.00% No change 118 $12K
Transcendent Capital Group LLC 0.01% No change 117 $12K
Financial Avengers, Inc. 0.01% New 117 $12K
NCP Inc. 0.01% Add +0.9% 117 $12K
Dunhill Financial, LLC 0.01% Add +1.8% 116 $12K
Dogwood Wealth Management LLC 0.01% Add +0.9% 114 $12K
Nordwand Advisors, LLC 0.00% No change 113 $12K
Cherry Tree Wealth Management, LLC 0.00% No change 112 $12K
Raffa Wealth Management, LLC 0.00% No change 111 $12K
Gables Capital Management Inc. 0.01% Reduce -14.2% 103 $11K
Focused Wealth Management, Inc 0.00% Add +1.0% 103 $11K
Hoese & Co LLP 0.01% New 100 $10K
Uncommon Cents Investing LLC 0.00% New 100 $10K
Chesapeake Asset Management LLC 0.01% Add +18.1% 98 $10K
Richard W. Paul & Associates, LLC 0.00% New 97 $10K
Valued Wealth Advisors LLC 0.01% Add +29.2% 93 $10K
Birchbrook, Inc. 0.01% Add +1.1% 93 $10K
Princeton Global Asset Management LLC 0.00% New 90 $9K
Legend Financial Advisors, Inc. 0.01% No change 87 $9K
True Wealth Design, LLC 0.00% New 87 $9K
Atwood & Palmer Inc. 0.00% No change 85 $9K
Highline Wealth Partners LLC 0.00% Reduce -22.9% 81 $8K
Salomon & Ludwin, LLC 0.00% No change 77 $8K
Coston, McIsaac & Partners 0.00% No change 77 $8K
First Community Trust NA 0.01% No change 73 $8K
Creative Capital Management Investments LLC 0.00% No change 72 $8K
Stone House Investment Management, LLC 0.00% No change 70 $7K
Arcadia Investment Management Corp. 0.00% No change 70 $7K
SJS Investment Consulting Inc. 0.00% Reduce -2.9% 66 $7K
Anfield Capital Management, LLC 0.00% No change 62 $6K
Front Row Advisors LLC 0.00% Reduce -87.5% 60 $6K
Carolina Wealth Advisors, LLC 0.00% New 58 $6K
Your Advocates Ltd., LLP 0.00% No change 56 $6K
Evermay Wealth Management LLC 0.00% No change 52 $5K
TruNorth Capital Management, LLC 0.00% No change 49 $5K
Blume Capital Management, Inc. 0.00% No change 47 $5K
Westend Capital Management, LLC 0.00% No change 47 $5K
Westside Investment Management, Inc. 0.00% Reduce -17.9% 46 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 40 $4K
Darwin Wealth Management, LLC 0.00% New 39 $4K
Global Wealth Strategies & Associates 0.00% Add +825.0% 37 $4K
Clean Yield Group 0.00% New 35 $4K
McIlrath & Eck, LLC 0.00% Reduce -50.0% 35 $4K
PayPay Securities Corp 0.32% Reduce -59.5% 34 $4K
New Millennium Group LLC 0.00% No change 29 $3K
FPC Investment Advisory, Inc. 0.00% No change 27 $3K
Northwest Financial Advisors 0.00% New 28 $3K
Acima Private Wealth, LLC 0.00% No change 26 $3K
WestEnd Advisors, LLC 0.00% Add +9.5% 23 $2K
Kings Path Partners LLC 0.00% No change 22 $2K
POM Investment Strategies, LLC 0.00% Reduce -92.0% 21 $2K
Talon Private Wealth, LLC 0.00% — 20 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 17 $2K
Horizons Wealth Management 0.00% No change 17 $2K
Arlington Trust Co LLC 0.00% No change 17 $2K
Kessler Investment Group, LLC 0.00% No change 15 $2K
Voisard Asset Management Group, Inc. 0.00% New 15 $2K
JDM Financial Group LLC 0.00% New 10 $1K
State of Wyoming 0.00% Add +16.7% 7 $730
ClariVest Asset Management LLC 0.00% No change 7 $670
Legacy Investment Solutions, LLC 0.00% — 4 $532
Legacy Wealth Managment, LLC 0.00% — 4 $532
First Personal Financial Services 0.00% New 5 $522
CGC Financial Services, LLC 0.00% No change 5 $521
Mendota Financial Group, LLC 0.00% New 2 $209
VitalStone Financial, LLC 0.00% No change 1 $104

"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.