M & T BankMTB

13F holders, Q2 2024 (June 30)
921holders +28
92new positions
62sold out
9famous investors
$151.32avg. 13F price*

At the end of Q2 2024, 921 institutions reported holding M & T Bank Corp. (MTB) in their 13F filings, up 28 from Q1 2024. 92 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock Inc. ($1.9B) and Wellington Management Group LLP ($1.7B). 9 famous investors held it, including Francois Rochon (2.2% of Giverny Capital's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
M & T Bank Corp.
Filed as
M & T BK CORP (Q2 2024)
Sector
Finance
CUSIP
55261F104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions92$146.1M
Exits62$55.4M

All 13F filers, Q1 2024 → Q2 2024: 6,806,558 shares bought and 4,813,558 shares sold, net +1,993,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 921 holders

Vanguard Group Inc. 0.06% Add +0.2% 19,319,943 $2.9B
BlackRock Inc. 0.04% Reduce -1.5% 12,713,278 $1.9B
Wellington Management Group LLP 0.31% Reduce -7.8% 11,451,964 $1.7B
FMR LLC 0.11% Add +14.4% 10,840,552 $1.6B
State Street Corp. 0.05% Reduce -2.0% 8,245,585 $1.2B
JPMorgan Chase & Co. 0.09% Add +0.5% 6,717,217 $1.0B
Charles Schwab Investment Management Inc. 0.14% Add +1.4% 4,846,307 $733.5M
Geode Capital Management, LLC 0.06% Add +3.5% 4,263,477 $643.7M
State Farm Mutual Automobile Insurance Co. 0.56% No change 4,122,590 $624.0M
Invesco Ltd. 0.12% Reduce -14.1% 3,808,260 $576.4M
Morgan Stanley 0.04% Reduce -6.2% 3,744,970 $566.8M
Massachusetts Financial Services Co. 0.08% Add +4.8% 1,781,816 $269.7M
First Trust Advisors LP 0.27% Reduce -9.4% 1,729,782 $261.8M
M&T Bank Corp 0.88% Reduce -0.1% 1,698,095 $257.0M
Dimensional Fund Advisors LP 0.06% Add +6.1% 1,613,174 $244.1M
Norges Bank 0.04% Reduce -3.8% 1,598,644 $242.0M
Northern Trust Corp. 0.04% Add +0.2% 1,548,853 $234.4M
Bank of New York Mellon Corp 0.04% Add +3.0% 1,513,452 $229.1M
Barrow Hanley Mewhinney & Strauss LLC 0.72% Add +3.2% 1,398,199 $211.6M
Bank of America Corp. 0.02% Add +21.1% 1,252,857 $189.6M
London Co. of Virginia 0.99% Add +1.3% 1,168,676 $176.9M
Goldman Sachs Group Inc. 0.03% Reduce -16.0% 1,098,581 $166.3M
Nuveen Asset Management, LLC 0.05% Add +5.0% 1,054,734 $159.6M
LSV Asset Management 0.33% Reduce -4.4% 990,447 $149.9M
Legal & General Group Plc 0.04% Reduce -1.8% 963,240 $145.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +41.6% 941,810 $142.6M
Menora Mivtachim Holdings LTD. 0.90% Add +1.2% 870,431 $131.7M
Amundi 0.05% Add +32.6% 801,240 $119.5M
Senvest Management, LLC 4.58% Add +49.5% 786,341 $119.0M
Los Angeles Capital Management LLC 0.40% Add +77.0% 733,304 $111.0M
Deutsche Bank AG 0.05% Add +77.7% 721,600 $109.2M
Ameriprise Financial Inc. 0.03% Reduce -0.7% 696,536 $105.4M
Marshall Wace, LLP 0.15% Add +232.2% 676,745 $102.4M
Wells Fargo & Company 0.02% Add +5.3% 574,703 $87.0M
Balyasny Asset Management L.P. 0.21% Add +46.6% 530,931 $80.4M
Barclays PLC 0.03% Reduce -19.6% 480,891 $72.8M
Smead Capital Management, Inc. 1.13% Add +5.5% 477,160 $72.2M
Junto Capital Management LP 1.56% New 467,095 $70.7M
Manufacturers Life Insurance Company, The 0.07% Reduce -4.4% 458,658 $69.4M
Bank of Montreal 0.02% Reduce -4.1% 445,166 $68.9M
KBC Group NV 0.20% Reduce -0.2% 444,644 $67.3M
Canoe Financial LP 1.23% No change 454,554 $66.1M
HSBC Holdings PLC 0.04% Add +0.3% 436,225 $66.1M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -13.4% 430,979 $65.2M
Anchor Capital Advisors LLC 1.67% Reduce -3.8% 391,658 $59.3M
UBS Group AG 0.02% Add +35.8% 389,095 $58.9M
Artisan Partners Limited Partnership 0.09% Reduce -0.7% 382,774 $57.9M
Royal Bank of Canada 0.01% Add +1.8% 379,362 $57.4M
Cooke & Bieler LP 0.55% Reduce -1.0% 377,410 $57.1M
RNC Capital Management LLC 3.15% Add +19.4% 375,198 $56.8M
Stifel Financial Corp. 0.06% Add +4.2% 353,865 $53.6M
Clearbridge Investments, LLC 0.04% Add +1.1% 353,497 $53.5M
Alliancebernstein L.P. 0.02% Add +46.9% 346,774 $52.5M
Giverny Capital 2.21% Reduce -2.1% 345,262 $52.3M
Davis Asset Management, L.P. 2.35% No change 345,000 $52.2M
Absher Wealth Management, LLC 7.14% Reduce -0.9% 336,042 $50.9M
Rhumbline Advisers 0.05% Reduce -0.9% 317,398 $48.0M
California Public Employees Retirement System 0.03% Reduce -4.7% 299,536 $45.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.49% No change 296,616 $44.9M
T. Rowe Price Associates Inc. 0.01% Reduce -11.2% 294,731 $44.6M
Huntington National Bank 0.44% Add +46.0% 284,039 $43.0M
Crawford Investment Counsel Inc. 0.78% Reduce -52.2% 269,165 $40.7M
California State Teachers Retirement System 0.05% Reduce -5.3% 261,633 $39.6M
National Pension Service 0.04% Add +0.1% 254,836 $38.6M
Envestnet Asset Management Inc. 0.01% Add +5.8% 241,213 $36.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +16.2% 227,738 $34.5M
Advisors Capital Management, LLC 0.60% Add +5.0% 225,581 $34.1M
Citigroup Inc. 0.03% Add +3.2% 206,160 $31.2M
Berkshire Asset Management LLC 1.48% Add +7.3% 196,359 $29.7M
Principal Financial Group Inc. 0.02% Reduce -1.5% 196,314 $29.7M
Schroder Investment Management Group 0.03% Add +3.4% 192,466 $29.1M
Polaris Capital Management, LLC 1.53% Add +15.3% 188,894 $28.6M
Victory Capital Management Inc. 0.03% Reduce -13.5% 184,072 $27.9M
Invenomic Capital Management LP 1.44% Add +180.5% 182,836 $27.7M
BNP Paribas Financial Markets 0.03% Add +0.3% 179,893 $27.2M
Natixis Advisors, LLC 0.06% Add +4.8% 177,561 $26.9M
Jane Street Group, LLC 0.03% Add +174.1% 173,850 $26.3M
New York State Common Retirement Fund 0.03% Add +1.0% 167,857 $25.4M
Tocqueville Asset Management L.P. 0.41% Reduce -1.5% 165,526 $25.1M
Agf Management Ltd. 0.14% Reduce -10.2% 164,279 $24.9M
New York State Teachers Retirement System 0.05% Reduce -1.1% 158,288 $24.0M
Candriam S.C.A. 0.14% Add +66.7% 156,645 $23.7M
Ruffer LLP 0.99% Reduce -4.4% 152,475 $23.1M
Vest Financial, LLC 0.54% Add +19.1% 148,585 $22.5M
Rafferty Asset Management, LLC 0.08% Add +1.6% 148,436 $22.5M
National Bank of Canada 0.03% Add +7.2% 135,855 $20.4M
AQR Capital Management 0.03% Add +72.3% 128,152 $19.2M
CANADA LIFE ASSURANCE Co 0.04% Add +7.4% 122,983 $18.6M
Federated Hermes, Inc. 0.04% Reduce -5.9% 120,029 $18.2M
State Board of Administration of Florida Retirement System 0.04% Reduce -33.5% 119,885 $18.1M
Prudential Financial Inc. 0.03% Reduce -10.5% 119,327 $18.1M
Speece Thorson Capital Group Inc. 3.66% Reduce -8.3% 118,311 $17.9M
Truist Financial Corp. 0.03% Reduce -20.6% 114,206 $17.3M
Ensign Peak Advisors, Inc 0.03% Reduce -5.7% 106,296 $16.1M
LPL Financial LLC 0.01% Add +1.6% 104,985 $15.9M
Oppenheimer Asset Management Inc. 0.20% Add +43.5% 104,522 $15.8M
General American Investors Co. Inc. 1.09% Reduce -19.1% 101,100 $15.3M
PNC Financial Services Group, Inc. 0.01% Reduce -3.0% 98,477 $14.9M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +19.2% 98,387 $14.5M
Sound Income Strategies, LLC 0.99% Add +7.8% 93,841 $14.2M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.0% 91,746 $13.9M
Matrix Asset Advisors Inc. 1.66% Reduce -1.1% 91,668 $13.9M
State of Wisconsin Investment Board 0.04% Reduce -1.5% 90,482 $13.7M
Treasurer of the State of North Carolina 0.06% Add +18.1% 89,658 $13.6M
Reinhart Partners, Llc. 0.51% Reduce -9.3% 81,603 $12.4M
GMO 0.04% Add +1.8% 81,193 $12.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -5.3% 81,159 $12.3M
South Dakota Investment Council 0.25% Reduce -5.3% 81,011 $12.3M
Janney Montgomery Scott LLC 0.04% Reduce -1.4% 77,079 $11.7M
Interval Partners, LP 0.33% Reduce -10.5% 75,496 $11.4M
Pictet Asset Management Holding SA 0.01% Reduce -0.6% 74,877 $11.3M
Commonwealth Equity Services, LLC 0.02% Reduce -10.0% 74,480 $11.3M
Brandywine Global Investment Management, LLC 0.08% Add +4.1% 73,788 $11.2M
Millennium Management 0.01% Add +1190.2% 73,385 $11.1M
Danske Bank A/S 0.04% Reduce -10.9% 73,017 $11.1M
M&G PLC 0.07% Add +28.1% 71,958 $10.9M
Nisa Investment Advisors, LLC 0.07% Add +7.9% 70,412 $10.7M
Macquarie Group Ltd. 0.01% Add +461.8% 69,552 $10.5M
Maltese Capital Management LLC 1.97% Add +4.0% 69,450 $10.5M
Sei Investments Co. 0.01% Add +32.1% 68,822 $10.4M
Aberdeen Group plc 0.02% Reduce -7.8% 68,197 $10.3M
Element Capital Management LLC 0.79% New 67,122 $10.2M
State of Tennessee, Department of Treasury 0.04% Reduce -2.5% 67,097 $10.2M
Royal London Asset Management Ltd. 0.03% Add +3.9% 66,114 $10.0M
Thrivent Financial for Lutherans 0.02% Reduce -3.8% 65,745 $10.0M
Mn Services Vermogensbeheer B.V. 0.07% Reduce -2.8% 65,200 $9.9M
Susquehanna International Group, LLP 0.02% Add +2.8% 64,913 $9.8M
Asset Management One Co., Ltd. 0.04% Add +2.7% 64,484 $9.8M
TD Asset Management Inc 0.01% Add +3.5% 64,460 $9.8M
Public Employees Retirement System of Ohio 0.04% Add +0.1% 63,371 $9.6M
Andra AP-fonden 0.16% Reduce -26.6% 62,300 $9.4M
1832 Asset Management L.P. 0.02% Reduce -23.6% 62,012 $9.4M
American Century Companies Inc. 0.01% Add +7.0% 61,818 $9.4M
Point72 Europe (London) LLP 0.78% New 61,000 $9.2M
Cantor Fitzgerald Investment Advisors L.P. 0.71% Reduce -2.7% 60,965 $9.2M
Gabelli Funds LLC 0.07% Add +0.8% 59,700 $9.0M
Raymond James & Associates 0.01% Reduce -10.1% 59,657 $9.0M
Algebris (uk) Ltd. 2.86% New 62,792 $8.9M
Boston Trust Walden Corp 0.07% Reduce -1.4% 58,380 $8.8M
Fuller & Thaler Asset Management, Inc. 0.04% Add +4.3% 57,331 $8.7M
Voya Investment Management LLC 0.01% Add +6.9% 56,425 $8.5M
State of New Jersey Common Pension Fund D 0.04% Reduce -36.1% 54,940 $8.3M
Citadel Advisors 0.01% Add +13.6% 54,316 $8.2M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -0.9% 54,160 $8.2M
Osaic Holdings, Inc. 0.02% Reduce -8.2% 53,531 $8.1M
Russell Investments Group, Ltd. 0.01% Reduce -0.1% 52,416 $7.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -1.7% 52,183 $7.9M
HighTower Advisors, LLC 0.01% Reduce -7.4% 51,432 $7.8M
Resona Asset Management Co.,Ltd. 0.05% Reduce -5.2% 51,059 $7.7M
Calamos Advisors LLC 0.05% Reduce -3.5% 50,037 $7.6M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -16.6% 50,007 $7.6M
Sienna Gestion 0.67% New 49,555 $7.5M
State of Michigan Retirement System 0.04% Add +0.2% 49,001 $7.4M
Toronto Dominion Bank 0.01% Reduce -30.2% 48,518 $7.3M
Davis Selected Advisers 0.04% No change 48,247 $7.3M
Nomura Asset Management Co. Ltd. 0.02% Add +4.7% 47,392 $7.2M
Arizona State Retirement System 0.05% Add +0.3% 45,770 $6.9M
Curi Capital, LLC 0.17% Add +0.3% 45,550 $6.9M
Arnhold LLC 0.72% Reduce -0.3% 44,936 $6.8M
Cutler Investment Counsel LLC 0.92% Reduce -0.3% 44,864 $6.8M
MetLife Investment Management, LLC 0.04% Add +14.4% 44,489 $6.7M
PDT Partners, LLC 0.63% Add +51.7% 44,292 $6.7M
Corebridge Financial, Inc. 0.04% — 42,626 $6.5M
Amalgamated Bank 0.05% Add +3.8% 42,286 $6.4M
O'Keefe Stevens Advisory, Inc. 2.12% Add +1.2% 42,000 $6.4M
ProShare Advisors LLC 0.02% Reduce -3.5% 41,533 $6.3M
Orion Porfolio Solutions, LLC 0.06% Reduce -9.7% 40,125 $6.1M
Orion Portfolio Solutions, LLC 0.06% Reduce -9.7% 40,125 $6.1M
Avantax Advisory Services, Inc. 0.04% Add +1023.6% 39,787 $6.0M
Florida Trust Wealth Management Co 0.20% Reduce -6.0% 39,318 $6.0M
Wealthfront Advisers LLC 0.02% Add +0.8% 38,944 $5.9M
Harvest Portfolios Group Inc. 0.22% Reduce -1.3% 38,810 $5.9M
USS Investment Management Ltd 0.05% Add +3.7% 38,764 $5.9M
Mutual of America Capital Management LLC 0.06% Add +1.5% 38,303 $5.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.07% — 38,211 $5.8M
Lazard Asset Management LLC 0.01% Add +44.5% 38,073 $5.8M
Hudson Edge Investment Partners Inc. 1.11% Reduce -10.8% 38,024 $5.8M
Retirement Systems of Alabama 0.02% Add +0.4% 36,806 $5.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.5% 36,649 $5.5M
Assetmark, Inc. 0.02% Add +11.7% 36,029 $5.5M
Cresset Asset Management, LLC 0.02% Add +14.1% 35,832 $5.4M
Mariner, LLC 0.01% Add +5.1% 35,146 $5.3M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +1.2% 34,316 $5.2M
Comerica Bank 0.02% Reduce -0.7% 34,270 $5.2M
Caisse de depot et placement du Quebec 0.01% Add +96.8% 34,004 $5.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +15.7% 33,436 $5.1M
O'shaughnessy Asset Management, LLC 0.05% Add +73.7% 33,251 $5.0M
Brown Advisory Inc. 0.01% Reduce -4.3% 32,815 $5.0M
Assenagon Asset Management S.A. 0.01% Add +241.4% 32,813 $5.0M
Gateway Investment Advisers LLC 0.06% Add +60.0% 32,799 $5.0M
Sky Investment Group LLC 0.97% Reduce -1.0% 32,662 $4.9M
Cetera Investment Advisers 0.01% Reduce -8.5% 32,460 $4.9M
IFM Investors Pty Ltd 0.05% Add +0.3% 32,389 $4.9M
Handelsbanken Fonder AB 0.02% Reduce -18.3% 32,037 $4.8M
Cibc World Markets Corp. 0.03% Reduce -24.0% 31,978 $4.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +61.0% 31,910 $4.8M
Forsta Ap-Fonden 0.04% Add +3.9% 31,800 $4.8M
Czech National Bank 0.06% Add +8.5% 31,795 $4.8M
Courier Capital LLC 0.38% Add +0.9% 31,704 $4.8M
Holocene Advisors, LP 0.02% New 31,572 $4.8M
Aviva PLC 0.01% Add +40.0% 30,974 $4.7M
Monte Financial Group, LLC 2.05% Reduce -2.5% 30,698 $4.6M
Man Group plc 0.01% Add +1.0% 30,609 $4.6M
Rock Point Advisors, LLC 1.38% Reduce -0.5% 30,441 $4.6M
Kimelman & Baird, LLC 0.38% — 30,034 $4.5M
DNB Asset Management AS 0.02% Add +10.3% 29,663 $4.5M
Cinctive Capital Management LP 0.24% Reduce -63.0% 29,225 $4.4M
DekaBank Deutsche Girozentrale 0.01% Reduce -0.0% 29,879 $4.4M
Pathstone Holdings, LLC 0.02% Reduce -2.6% 28,440 $4.3M
Public Sector Pension Investment Board 0.03% Add +8.4% 28,295 $4.3M
Cornerstone Wealth Group, LLC 0.37% Add +6.0% 27,779 $4.2M
Daymark Wealth Partners, LLC 0.19% Add +82.7% 27,698 $4.2M
Utah Retirement Systems 0.05% Reduce -4.5% 27,308 $4.1M
Bessemer Group Inc. 0.01% Add +1.0% 27,278 $4.1M
Creative Planning 0.00% Add +7.3% 26,925 $4.1M
Grandfield & Dodd, LLC 0.26% Reduce -21.7% 26,902 $4.1M
Private Advisor Group, LLC 0.03% Add +1.8% 26,820 $4.1M
CIBC Asset Management Inc 0.01% Reduce -4.6% 26,547 $4.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 26,102 $4.0M
Robinson Value Management, Ltd. 2.75% Reduce -3.0% 26,071 $3.9M
Tidal Investments LLC 0.05% Add +97.6% 25,803 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -12.2% 25,670 $3.9M
New York Life Investment Management LLC 0.04% Add +1.4% 25,345 $3.8M
HBK Sorce Advisory LLC 0.13% Add +2.3% 24,699 $3.7M
Quantinno Capital Management LP 0.07% Add +20.1% 24,199 $3.7M
Siena Capital Partners GP, LLC 1.20% No change 24,000 $3.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +37.9% 23,905 $3.6M
Xponance LLC 0.04% Reduce -0.2% 23,870 $3.6M
Tower Research Capital LLC (TRC) 0.06% Add +249.1% 23,752 $3.6M
Lee Danner & Bass Inc. 0.27% — 23,354 $3.5M
Savant Capital, LLC 0.04% Add +0.1% 23,100 $3.5M
McCollum Christoferson Group LLC 1.03% No change 22,896 $3.5M
Lesa Sroufe & Co 3.36% No change 22,853 $3.5M
Beck Mack & Oliver LLC 0.07% Reduce -0.4% 22,388 $3.4M
Yousif Capital Management, LLC 0.04% Reduce -2.5% 22,258 $3.4M
Alaska Permanent Fund Corp 0.05% Add +1.9% 19,114 $3.3M
Fiduciary Alliance LLC 0.53% Reduce -1.8% 21,658 $3.3M
Corient Private Wealth LP 0.01% Reduce -14.9% 21,605 $3.3M
Leuthold Group, LLC 0.37% Reduce -0.9% 21,290 $3.2M
Janus Henderson Group PLC 0.00% Reduce -3.9% 21,287 $3.2M
Storebrand Asset Management As 0.01% Reduce -54.3% 20,777 $3.1M
ING Groep NV 0.02% New 20,637 $3.1M
SG Americas Securities, LLC 0.02% Reduce -9.3% 20,288 $3.1M
Advisors Asset Management, Inc. 0.06% Add +22.4% 20,283 $3.1M
GAMCO Investors 0.03% Reduce -5.8% 20,172 $3.1M
Ethic Inc. 0.07% Reduce -0.1% 19,964 $3.0M
Worldquant Millennium Advisors LLC 0.03% Reduce -74.2% 19,888 $3.0M
Credit Agricole S A 0.02% Add +96.0% 19,777 $3.0M
Nissay Asset Management Corp. /Japan 0.02% Add +3.0% 19,463 $2.9M
Mackenzie Financial Corp. 0.00% Add +1.1% 19,399 $2.9M
Synergy Asset Management, LLC 0.46% Add +1.7% 19,195 $2.9M
Daiwa Securities Group Inc. 0.01% Add +11.2% 18,251 $2.8M
State of Alaska, Department of Revenue 0.03% Add +0.7% 18,144 $2.7M
Teacher Retirement System of Texas 0.02% Reduce -35.5% 18,115 $2.7M
Abacus Planning Group, Inc. 0.52% Add +0.1% 17,755 $2.7M
Groupama Asset Managment 0.04% Add +118.5% 17,688 $2.7M
APG Asset Management N.V. 0.00% Add +194.8% 18,917 $2.7M
Morningstar Investment Management LLC 0.28% Reduce -9.8% 17,648 $2.7M
Van Eck Associates Corp. 0.00% Add +12.3% 17,445 $2.6M
Bank of Nova Scotia 0.01% Reduce -19.8% 17,361 $2.6M
Stieven Capital Advisors, L.P. 0.58% Reduce -23.6% 17,165 $2.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.1% 16,926 $2.6M
Korea Investment CORP 0.01% Reduce -3.0% 16,587 $2.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.1% 16,563 $2.5M
Trust Co. of Vermont 0.13% Add +0.3% 16,290 $2.5M
Fisher Asset Management 0.00% Add +3.0% 16,259 $2.5M
Bright Futures Wealth Management, LLC. 1.33% Add +4.4% 15,109 $2.5M
Tredje AP-fonden 0.02% Reduce -1.6% 16,125 $2.4M
Cornercap Investment Counsel Inc. 0.40% Reduce -1.8% 16,064 $2.4M
Essex Financial Services, Inc. 0.18% Add +36.8% 14,778 $2.4M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -3.1% 15,744 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.1% 15,570 $2.4M
ExodusPoint Capital Management, LP 0.03% New 15,517 $2.3M
NewEdge Advisors, LLC 0.02% Add +7.5% 15,158 $2.3M
St Germain D J Co. Inc. 0.11% Reduce -4.0% 15,068 $2.3M
Founders Capital Management, LLC 0.41% No change 14,955 $2.3M
Bard Financial Services, Inc. 0.23% Add +0.4% 14,915 $2.3M
Strategic Financial Services, Inc. 0.14% Reduce -5.1% 14,901 $2.3M
LRI Investments, LLC 0.26% Reduce -0.9% 14,860 $2.2M
Franklin Resources Inc. 0.00% Add +5.6% 14,764 $2.2M
Naples Money Management LLC 1.90% Reduce -2.6% 14,885 $2.2M
Northwest & Ethical Investments L.P. 0.06% No change 14,689 $2.2M
Cerity Partners LLC 0.01% Reduce -44.6% 14,608 $2.2M
SlateStone Wealth, LLC 0.24% No change 14,501 $2.2M
Canada Pension Plan Investment Board 0.00% Reduce -81.8% 14,454 $2.2M
Oregon Public Employees Retirement Fund 0.04% Add +1.1% 14,351 $2.2M
Elo Mutual Pension Insurance Co 0.05% New 14,245 $2.2M
Dana Investment Advisors, Inc. 0.07% Reduce -2.5% 14,161 $2.1M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +3.3% 14,153 $2.1M
Ascent Group, LLC 0.17% Add +15.7% 13,838 $2.1M
Gulf International Bank (UK) Ltd 0.05% No change 13,682 $2.1M
Nordea Investment Management AB 0.00% Add +5.5% 13,568 $2.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.21% No change 13,550 $2.1M
Allspring Global Investments Holdings, LLC 0.00% Add +45.3% 13,502 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.9% 13,456 $2.0M
Basswood Capital Management, L.L.C. 0.13% No change 13,360 $2.0M
Commonwealth Retirement Investments LLC 0.92% Add +34.7% 13,340 $2.0M
Culbertson A N & Co. Inc. 0.35% Reduce -6.8% 13,328 $2.0M
Sanctuary Advisors, LLC 0.01% — 13,749 $2.0M
Mizuho Securities USA LLC 0.04% New 12,865 $1.9M
GYL Financial Synergies, LLC 0.15% Add +2.9% 12,830 $1.9M
Pinebridge Investments, L.P. 0.02% Reduce -84.8% 12,712 $1.9M
Maryland State Retirement & Pension System 0.04% No change 12,628 $1.9M
Lakewood Asset Management LLC 1.33% Add +1.4% 12,598 $1.9M
Kentucky Retirement Systems 0.06% Reduce -0.3% 12,574 $1.9M
Granite Group Advisors, LLC 1.44% Reduce -1.2% 12,527 $1.9M
STRS Ohio 0.01% Reduce -7.8% 12,456 $1.9M
Pacer Advisors, Inc. 0.00% Add +4.6% 11,882 $1.8M
Guggenheim Capital LLC 0.01% Reduce -20.0% 11,563 $1.8M
First National Trust Co 0.07% Reduce -1.5% 11,547 $1.7M
Jefferies Financial Group Inc. 0.04% Add +31.4% 11,500 $1.7M
Roberts Glore & Co. Inc. 0.52% Reduce -0.5% 11,463 $1.7M
Robeco Institutional Asset Management B.V. 0.00% Reduce -7.5% 11,460 $1.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +31.6% 11,530 $1.7M
Flputnam Investment Management Co. 0.03% New 11,156 $1.7M
MBB Public Markets I LLC 0.03% Add +63.5% 11,129 $1.7M
Keynote Financial Services LLC 1.41% Reduce -5.0% 11,039 $1.7M
Atria Wealth Solutions, Inc. 0.02% Reduce -19.4% 10,887 $1.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.18% No change 10,843 $1.6M
Northcape Wealth Management, LLC 0.59% Reduce -2.7% 10,835 $1.6M
Cozad Asset Management Inc. 0.16% Add +0.3% 10,743 $1.6M
PARK CIRCLE Co 1.60% No change 10,741 $1.6M
J. Safra Sarasin Holding AG 0.03% — 10,719 $1.6M
Hartford Investment Management Co. 0.06% Reduce -0.4% 10,697 $1.6M
Hardman Johnston Global Advisors LLC 0.06% No change 10,630 $1.6M
Barrett & Company, Inc. 0.71% Reduce -4.7% 10,407 $1.6M
New Hampshire Trust 0.36% Reduce -3.6% 10,393 $1.6M
Old Port Advisors 0.46% Reduce -7.5% 10,268 $1.6M
Charter Research & Investment Group, Inc. 1.21% Reduce -2.2% 10,157 $1.5M
Hudock, Inc. 0.28% Reduce -12.5% 10,055 $1.5M
Hancock Whitney Corp. 0.05% Reduce -3.0% 10,031 $1.5M
Dynamic Advisor Solutions LLC 0.05% Add +16.6% 9,986 $1.5M
Commerce Bank 0.01% Add +31.5% 9,693 $1.5M
Caprock Group, LLC 0.06% Add +69.5% 9,683 $1.5M
Fifth Third Bancorp 0.01% Add +3.4% 9,653 $1.5M
Sherbrooke Park Advisers LLC 0.25% Add +111.3% 9,518 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -2.3% 9,488 $1.4M
Swedbank AB 0.00% No change 9,462 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -3.1% 9,400 $1.4M
Ossiam 0.03% Reduce -3.7% 9,375 $1.4M
Pitcairn Co. 0.09% Add +197.4% 9,292 $1.4M
Teza Capital Management LLC 0.17% Reduce -49.5% 9,165 $1.4M
Advisory Services Network, LLC 0.03% Add +17.2% 9,143 $1.4M
Econ Financial Services Corp 0.84% Add +12.0% 8,987 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +1.6% 8,962 $1.4M
First United Bank & Trust 0.50% Reduce -0.4% 8,939 $1.4M
Allianz Asset Management GmbH 0.00% Add +7.7% 8,923 $1.4M
Smallwood Wealth Investment Management, LLC 1.03% Reduce -38.8% 8,798 $1.3M
Bradley Foster & Sargent Inc. 0.02% Reduce -73.6% 8,637 $1.3M
Glenmede Trust Co. NA 0.01% Add +20.4% 8,635 $1.3M
Panagora Asset Management Inc. 0.01% Reduce -0.1% 8,626 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -4.8% 8,575 $1.3M
Neuberger Berman Group LLC 0.00% Add +9.7% 8,563 $1.3M
Waldron Private Wealth LLC 0.06% Add +0.6% 8,545 $1.3M
First Trust Investment Solutions L.P. 0.18% New 8,397 $1.3M
New Mexico Educational Retirement Board 0.04% No change 8,326 $1.3M
Columbus Macro, LLC 0.49% Reduce -4.2% 8,346 $1.3M
Chartwell Investment Partners, LLC 0.04% Reduce -8.1% 8,191 $1.2M
Elevatus Welath Management 0.46% New 8,060 $1.2M
Hennessy Advisors Inc. 0.05% Reduce -23.8% 8,000 $1.2M
Mercer Global Advisors Inc. 0.00% Add +28.0% 7,960 $1.2M
Praxis Investment Management Inc. 0.08% No change 8,184 $1.2M
Verition Fund Management LLC 0.01% Reduce -31.5% 7,764 $1.2M
Wilmington Savings Fund Society, FSB 0.04% Reduce -13.5% 7,696 $1.2M
XTX Topco Ltd 0.10% New 7,623 $1.2M
Atria Investments, Inc 0.01% Add +8.0% 7,525 $1.1M
Pinnacle Associates Ltd. 0.02% Reduce -0.5% 7,493 $1.1M
Captrust Financial Advisors 0.00% Reduce -8.6% 7,491 $1.1M
Sterling Investment Counsel, LLC 0.45% Add +370.1% 7,489 $1.1M
Moors & Cabot, Inc. 0.06% Reduce -31.8% 7,471 $1.1M
Cibc World Market Inc. 0.00% Add +60.4% 7,454 $1.1M
Ieq Capital, LLC 0.01% Add +10.7% 7,323 $1.1M
JGP Wealth Management, LLC 0.16% Reduce -7.0% 7,304 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -32.6% 7,219 $1.1M
Blair William & Co. 0.00% Add +26.3% 6,982 $1.1M
Jacobi Capital Management LLC 0.09% Reduce -8.1% 6,976 $1.1M
Rakuten Investment Management, Inc. 0.01% Add +59.0% 7,101 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +8.3% 6,864 $1.0M
Walleye Trading LLC 0.02% Reduce -49.9% 6,851 $1.0M
Baird Financial Group, Inc. 0.00% Add +4.2% 6,849 $1.0M
Arlington Trust Co LLC 0.24% New 6,750 $1.0M
Lecap Asset Management Ltd. 0.22% New 6,740 $1.0M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +83.6% 6,727 $1.0M
Illinois Municipal Retirement Fund 0.02% No change 6,724 $1.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 6,690 $1.0M
US Bancorp \de 0.00% Add +5.1% 6,548 $991K
Metis Global Partners, LLC 0.03% Add +0.5% 6,544 $991K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.8% 6,368 $964K
Norway Savings Bank 0.54% Reduce -0.9% 6,233 $943K
Tiaa Trust, National Association 0.00% Reduce -5.3% 6,167 $933K
Resources Management Corp. /CT/ 0.14% Reduce -1.2% 6,164 $933K
MML Investors Services, LLC 0.00% Reduce -17.3% 6,043 $915K
Mountain Pacific Investment Advisers LLC 0.07% Reduce -19.6% 5,982 $905K
Nottingham Advisors, Inc. 0.11% Add +0.0% 5,920 $896K
Norinchukin Bank, The 0.03% Add +3.0% 5,912 $895K
OMERS ADMINISTRATION Corp 0.01% New 5,765 $873K
Virtus Advisers, LLC 0.42% New 5,722 $866K
Delta Investment Management, LLC 0.19% Reduce -59.8% 5,684 $860K
IFG Advisory, LLC 0.05% New 5,631 $852K
Cwm, LLC 0.00% Add +3.9% 5,596 $847K
Frank, Rimerman Advisors LLC 0.06% New 5,587 $846K
Bluesphere Advisors LLC 0.43% New 5,557 $841K
Empirical Asset Management, LLC 0.31% Add +132.7% 5,521 $836K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -0.9% 5,501 $833K
Crossmark Global Holdings, Inc. 0.02% Reduce -0.2% 5,481 $830K
Park Avenue Securities LLC 0.01% Reduce -10.3% 5,451 $825K
Burns J W & Co. Inc. 0.11% Reduce -0.1% 5,439 $823K
Vinva Investment Management Ltd 0.04% Reduce -3.8% 5,538 $818K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -1.8% 5,382 $815K
Kintra Wealth, LLC 0.58% Reduce -6.8% 5,369 $813K
Parisi Gray Wealth Management 0.29% No change 5,324 $806K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.7% 5,311 $804K
Benjamin F. Edwards & Company, Inc. 0.01% Add +0.9% 5,278 $799K
Hanson & Doremus Investment Management 0.13% Reduce -9.9% 5,238 $793K
Empirical Finance, LLC 0.05% Reduce -6.2% 5,197 $787K
Cora Capital Advisors LLC 0.40% Reduce -0.1% 5,127 $776K
Brevan Howard Capital Management LP 0.05% Add +8.4% 5,123 $775K
Staley Capital Advisers Inc. 0.04% No change 5,115 $774K
Ramiah Investment Group 0.75% New 5,073 $768K
First Hawaiian Bank 0.03% Reduce -3.3% 5,049 $764K
Bryant Woods Investment Advisors, LLC 0.55% Add +72.7% 5,979 $756K
Brookstone Capital Management 0.01% Reduce -7.0% 4,520 $744K
Greylin Investment Management, Inc 0.13% No change 4,900 $742K
SouthState Bank Corp 0.05% Add +0.9% 4,881 $739K
Intrua Financial, LLC 0.12% Reduce -8.7% 4,877 $738K
Bangor Savings Bank 0.07% Reduce -15.6% 4,766 $721K
Farmers & Merchants Investments Inc. 0.02% Add +4193.7% 4,766 $721K
Mutual Advisors, LLC 0.02% Reduce -7.1% 4,178 $719K
Modern Wealth Management, LLC 0.05% Reduce -1.1% 4,723 $715K
MassMutual Private Wealth & Trust, FSB 0.02% Add +1.5% 4,711 $713K
SpiderRock Advisors, LLC 0.02% Reduce -12.1% 4,707 $713K
Beacon Pointe Advisors, LLC 0.01% Add +40.5% 4,665 $706K
Connecticut Wealth Management, LLC 0.04% Add +0.1% 4,660 $705K
Transamerica Financial Advisors, LLC 0.07% No change 4,631 $701K
Loomis Sayles & Co. L P 0.00% Reduce -91.5% 4,621 $699K
Capstone Investment Advisors, LLC 0.03% Reduce -52.8% 4,601 $696K
State of Wyoming 0.11% Add +3.1% 4,560 $690K
RKL Wealth Management LLC 0.07% Add +0.5% 4,540 $687K
Applied Finance Capital Management, LLC 0.03% New 4,534 $686K
Squarepoint Ops LLC 0.00% Reduce -82.0% 4,521 $684K
Vontobel Holding Ltd. 0.00% Add +46.9% 4,489 $679K
Procyon Advisors, LLC 0.05% Add +0.7% 4,470 $677K
Glenview Trust Co 0.01% Reduce -0.7% 4,425 $670K
Federation des caisses Desjardins du Quebec 0.00% Add +53.1% 4,340 $657K
Parallel Advisors, LLC 0.02% Add +8.3% 4,293 $650K
Impact Partnership Wealth, LLC 0.17% Add +19.4% 4,277 $647K
Quadrature Capital Ltd 0.01% New 4,254 $644K
Pure Financial Advisors, LLC 0.02% Add +0.2% 4,210 $637K
Means Investment Co., Inc. 0.08% Reduce -0.3% 4,186 $634K
Natixis 0.00% New 4,167 $631K
OneDigital Investment Advisors LLC 0.01% Reduce -46.1% 4,166 $631K
Qtron Investments LLC 0.09% No change 4,146 $628K
West Branch Capital LLC 0.23% No change 4,139 $626K
Sheaff Brock Investment Advisors, LLC 0.06% No change 4,125 $624K
VAUGHAN & Co SECURITIES, INC. 0.39% Reduce -1.4% 4,115 $623K
Financial Management Network Inc. 0.15% Add +0.2% 4,251 $623K
Haverford Trust Co 0.01% Add +0.2% 4,096 $620K
Steward Partners Investment Advisory, LLC 0.01% Add +0.8% 4,088 $619K
Walleye Capital LLC 0.01% Reduce -87.6% 4,067 $616K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +0.9% 4,060 $615K
First Trust Direct Indexing L.P. 0.04% Add +21.1% 4,052 $613K
DF Dent & Co. Inc. 0.01% Reduce -11.5% 4,027 $610K
NEOS Investment Management LLC 0.03% Add +32.9% 4,025 $609K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 3,999 $605K
Kintegral Advisory, LLC 0.06% Add +18.1% 3,938 $596K
XML Financial, LLC 0.06% Add +0.9% 3,898 $590K
Lido Advisors, LLC 0.00% Add +12.8% 3,866 $585K
Wedmont Private Capital 0.04% Add +12.7% 3,765 $584K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -36.3% 3,836 $581K
WNY Asset Management, LLC 0.08% Reduce -6.4% 3,831 $580K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -3.2% 3,815 $577K
Snowden Capital Advisors LLC 0.02% Add +0.7% 3,801 $575K
Thoroughbred Financial Services, LLC 0.04% Add +13.8% 3,804 $575K
Investment Management Corp of Ontario 0.02% Add +41.1% 3,776 $572K
Emergent Wealth Advisors, LLC 0.46% Add +1.0% 3,761 $569K
Ibex Wealth Advisors 0.09% Reduce -1.1% 3,742 $566K
Ostrum Asset Management 0.05% Reduce -36.7% 3,737 $566K
Fulton Bank, N.A. 0.02% Add +3.1% 3,732 $565K
Hamilton Capital Partners Inc. 0.06% No change 3,730 $565K
United Capital Financial Advisors, LLC 0.00% Reduce -2.5% 3,689 $558K
Estabrook Capital Management 0.09% Reduce -6.4% 3,660 $554K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -18.2% 3,658 $554K
Hennion & Walsh Asset Management, Inc. 0.03% Add +127.9% 3,648 $552K
Hall Capital Management Co. Inc. 0.26% No change 3,635 $550K
Acadian Asset Management LLC 0.00% New 3,618 $547K
Lodestone Wealth Management LLC 0.29% Add +0.0% 3,613 $547K
Stratos Wealth Partners, LTD. 0.01% Reduce -15.2% 3,609 $546K
Prudential PLC 0.00% Add +102.7% 3,585 $543K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -39.0% 3,528 $534K
Hedeker Wealth, LLC 0.15% New 3,464 $524K
Aviance Capital Partners, LLC 0.07% Add +0.5% 3,418 $517K
Versor Investments LP 0.09% No change 3,400 $515K
Vestcor Inc 0.02% No change 3,398 $514K
Tritonpoint Wealth, LLC 0.05% Reduce -11.5% 3,393 $514K
Sequoia Financial Advisors, LLC 0.01% Reduce -2.5% 3,384 $512K
Evergreen Capital Management LLC 0.02% Add +1.0% 3,355 $508K
Coldstream Capital Management Inc. 0.01% Add +3.1% 3,353 $508K
Buffington Mohr McNeal 0.09% No change 3,350 $507K
Buckingham Strategic Wealth, LLC 0.01% Add +0.2% 3,324 $503K
Prestige Wealth Management Group LLC 0.11% Reduce -1.5% 3,320 $503K
Freestone Capital Holdings, LLC 0.02% Add +7.9% 3,301 $500K
Capital Market Strategies LLC 0.32% No change 3,300 $499K
Visionary Horizons, LLC 0.37% Add +7.5% 3,297 $499K
AlphaQuest LLC 0.07% Reduce -54.8% 3,275 $496K
Profund Advisors LLC 0.02% Reduce -7.4% 3,252 $492K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.1% 3,213 $486K
First Horizon Advisors, Inc. 0.01% Add +3.2% 3,204 $485K
Independent Financial Group, LLC 0.02% Add +17.3% 3,193 $483K
Wealthspire Advisors, LLC 0.01% Reduce -23.5% 3,188 $482K
Western Wealth Management, LLC 0.04% Reduce -0.4% 3,169 $480K
Kingswood Wealth Advisors, LLC 0.04% New 3,110 $471K
Horizon Investments, LLC 0.01% Add +0.8% 3,104 $470K
Bleakley Financial Group, LLC 0.01% Add +3.9% 3,096 $469K
Simplicity Wealth,LLC 0.01% Add +3.9% 3,094 $468K
Readystate Asset Management LP 0.04% New 3,075 $465K
Montag A & Associates Inc. 0.02% No change 3,064 $464K
DAVENPORT & Co LLC 0.00% Add +7.0% 3,054 $462K
Crestwood Advisors Group, LLC 0.01% Reduce -1.0% 3,046 $461K
Choreo, LLC 0.01% New 3,066 $460K
Cutler Capital Management, LLC 0.22% Reduce -0.0% 3,034 $459K
Whittier Trust Co. 0.01% Reduce -3.0% 3,029 $458K
Strategic Wealth Partners, Ltd. 0.05% New 3,001 $454K
Legacy Wealth Asset Management, LLC 0.13% Add +8.0% 2,998 $454K
Hunter Perkins Capital Management, LLC 0.10% No change 2,990 $453K
Pinnacle Financial Partners Inc 0.01% No change 3,109 $452K
Lake Street Advisors Group, LLC 0.02% Add +1.6% 2,984 $452K
Sigma Planning Corp 0.01% Reduce -3.5% 2,982 $451K
Stevens Capital Management LP 0.15% Reduce -54.1% 2,964 $449K
Two Sigma Securities, LLC 0.02% Add +61.6% 2,961 $448K
Strait & Sound Wealth Management LLC 0.23% Reduce -4.7% 2,950 $447K
DoubleLine ETF Adviser LP 0.12% Reduce -4.4% 2,924 $443K
Court Place Advisors, LLC 0.14% Add +74.5% 2,914 $441K
IFP Advisors, Inc 0.02% Add +11.6% 2,909 $440K
Catalina Capital Group, LLC 0.17% Add +14.8% 2,875 $435K
River Wealth Advisors LLC 0.06% No change 2,842 $430K
&partners 0.02% New 2,836 $429K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +24.5% 2,831 $429K
Armstrong, Fleming & Moore, Inc 0.27% No change 2,831 $429K
Onyx Bridge Wealth Group LLC 0.07% No change 2,825 $428K
Clearstead Advisors, LLC 0.01% Add +3209.4% 2,813 $426K
Forum Financial Management, LP 0.01% Add +0.1% 2,809 $425K
Mayflower Financial Advisors, LLC 0.07% Reduce -0.3% 2,789 $422K
Howe & Rusling Inc. 0.04% Reduce -2.4% 2,788 $422K
Ransom Advisory, Ltd 0.21% Add +18.1% 2,773 $420K
L.M. Kohn & Company 0.11% No change 2,754 $417K
Coombe, Bender & Co LLC 0.24% Reduce -1.6% 2,747 $416K
Carnegie Investment Counsel 0.01% No change 2,730 $413K
Beacon Investment Advisory Services, Inc. 0.02% No change 2,721 $412K
Brown Brothers Harriman & Co. 0.00% Reduce -2.2% 2,685 $406K
Meeder Advisory Services, Inc. 0.03% Add +42.7% 2,682 $406K
Quadcap Wealth Management, LLC 0.07% Reduce -3.1% 2,674 $405K
JB Capital LLC 0.03% Reduce -12.5% 2,668 $404K
Virtu Financial LLC 0.03% Add +67.9% 2,664 $403K
Principle Wealth Partners LLC 0.03% No change 2,661 $403K
Fiduciary Trust Co 0.01% Reduce -10.2% 2,653 $402K
Ariel Investments 0.00% Add +0.5% 2,653 $402K
GTS Securities LLC 0.01% New 2,621 $397K
PFG Investments, LLC 0.03% Add +0.6% 2,612 $395K
GAMMA Investing LLC 0.05% Add +70.1% 2,610 $395K
First Manhattan Co. Llc. 0.00% Reduce -48.9% 2,610 $395K
Westover Capital Advisors, LLC 0.10% New 2,606 $394K
Dopkins Wealth Management, LLC 0.24% Reduce -47.5% 2,597 $393K
Smartleaf Asset Management LLC 0.06% Add +13.4% 2,609 $385K
Carret Asset Management, LLC 0.04% No change 2,536 $384K
Moneco Advisors, LLC 0.06% Reduce -9.7% 2,529 $383K
Empowered Funds, LLC 0.01% Add +14.4% 2,522 $382K
WealthCare Investment Partners, LLC 0.18% Add +1.9% 2,520 $381K
Legacy Financial Advisors, Inc. 0.07% Add +1.1% 2,502 $379K
StoneX Group Inc. 0.03% Add +6.6% 2,498 $378K
V-Square Quantitative Management LLC 0.06% Add +0.1% 2,478 $375K
Symmetry Partners, LLC 0.02% No change 2,477 $375K
CFS Investment Advisory Services, LLC 0.03% Reduce -4.4% 2,474 $374K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,458 $372K
King Wealth Management Group 0.06% No change 2,461 $372K
Argonautica Private Wealth Management, Inc. 0.13% No change 2,430 $368K
Wedbush Securities Inc. 0.01% Add +2.4% 2,419 $366K
Alps Advisors Inc. 0.00% Reduce -0.6% 2,418 $366K
Raymond James Trust N.A. 0.01% Reduce -4.5% 2,409 $365K
Mgo One Seven LLC 0.02% Reduce -18.9% 2,396 $363K
Greenleaf Trust 0.00% Add +22.5% 2,381 $360K
Mather Group, Llc. 0.00% Add +12.0% 2,476 $360K
Plancorp, LLC 0.02% Add +1.0% 2,377 $360K
Canandaigua National Bank & Trust Co. 0.04% No change 2,371 $359K
Entropy Technologies, LP 0.04% New 2,349 $356K
Bar Harbor Wealth Management 0.02% Reduce -2.5% 2,345 $355K
Lewis Asset Management, LLC 0.27% Reduce -0.9% 2,317 $351K
Altfest L J & Co. Inc. 0.05% Add +3.0% 2,314 $350K
US Asset Management LLC 0.32% Reduce -4.3% 2,307 $349K
Connors Investor Services Inc. 0.04% Reduce -4.8% 2,304 $349K
Resurgent Financial Advisors LLC 0.22% Reduce -10.2% 2,282 $345K
Focused Wealth Management, Inc 0.05% Add +1.6% 2,281 $345K
Woodmont Investment Counsel LLC 0.03% Reduce -9.7% 2,263 $343K
Ontario Teachers Pension Plan Board 0.00% Reduce -81.9% 2,250 $341K
Burney Co./ 0.01% No change 2,244 $340K
Excalibur Management Corp. 0.14% Add +2.0% 2,234 $338K
Magnolia Capital Management Ltd. 0.28% No change 2,230 $338K
HB Wealth Management, LLC 0.00% Add +15.3% 2,223 $337K
GeoWealth Management, LLC 0.01% Add +4.9% 2,218 $336K
Apollon Wealth Management, LLC 0.01% Reduce -10.8% 2,211 $335K
Financial Counselors Inc. 0.01% Reduce -2.1% 2,203 $333K
Forte Capital LLC 0.04% Reduce -2.5% 2,201 $333K
Paloma Partners Management Co 0.04% New 2,198 $333K
Vident Advisory, LLC 0.01% Add +30.1% 2,198 $333K
Fiducient Advisors LLC 0.05% New 2,170 $328K
Sandhill Capital Partners LLC 0.03% No change 2,166 $328K
Gotham Asset Management 0.00% Add +1.0% 2,162 $327K
AE Wealth Management LLC 0.00% Add +37.6% 2,157 $326K
Princeton Global Asset Management LLC 0.07% Add +1.4% 2,154 $326K
Kestra Private Wealth Services, LLC 0.01% Reduce -5.5% 2,151 $326K
Meitav Investment House Ltd. 0.01% Reduce -9.4% 2,201 $325K
Community Bank, N.A. 0.04% Reduce -3.5% 2,135 $323K
Independent Solutions Wealth Management, LLC 0.07% Reduce -0.1% 2,135 $323K
Farther Finance Advisors, LLC 0.02% Add +7.3% 2,144 $321K
MAI Capital Management 0.00% New 2,101 $318K
Ingalls & Snyder LLC 0.01% No change 2,103 $318K
Scientech Research LLC 0.07% Reduce -40.1% 2,085 $316K
Cobblestone Capital Advisors LLC 0.02% Reduce -4.6% 2,080 $315K
Cornerstone Advisors Asset Management, LLC 0.09% No change 2,069 $313K
Prentice Wealth Management LLC 0.10% No change 2,045 $310K
Trust Asset Management LLC 0.03% No change 2,037 $308K
Welch & Forbes LLC 0.00% Reduce -8.1% 2,044 $306K
Lanark Financial, Inc. 0.03% Reduce -2.8% 2,013 $304K
Aptus Capital Advisors, LLC 0.01% Add +5.9% 1,958 $296K
Meridian Wealth Management, LLC 0.04% New 1,957 $296K
Moneta Group Investment Advisors LLC 0.00% New 1,939 $293K
AIA Group Ltd 0.01% No change 1,926 $292K
Chicago Capital, LLC 0.01% No change 1,923 $291K
SevenBridge Financial Group, LLC 0.06% No change 1,804 $289K
IHT Wealth Management, LLC 0.01% Reduce -2.3% 1,891 $286K
Foundations Investment Advisors, LLC 0.01% New 1,887 $286K
Douglass Winthrop Advisors, LLC 0.01% No change 1,875 $284K
Valmark Advisers, Inc. 0.00% Reduce -3.5% 1,874 $284K
Sapient Capital LLC 0.01% Add +0.9% 1,870 $283K
Eagle Bay Advisors LLC 0.17% No change 1,867 $283K
Community Financial Services Group, LLC 0.06% No change 1,865 $282K
Old National Bancorp 0.01% Reduce -3.9% 1,861 $282K
Baron Wealth Management LLC 0.14% Add +1.2% 1,846 $279K
Paragon Capital Management Ltd 0.05% Add +23.5% 1,842 $279K
Ameritas Investment Partners, Inc. 0.01% No change 1,797 $272K
Siemens Fonds Invest GmbH 0.02% No change 1,790 $271K
Joel Isaacson & Co., LLC 0.01% Add +0.3% 1,785 $270K
Epoch Investment Partners, Inc. 0.00% No change 1,779 $269K
Signaturefd, LLC 0.01% Add +6.8% 1,762 $267K
Aviso Wealth Management 0.16% Reduce -65.3% 1,753 $265K
Level Financial Advisors 0.11% New 1,752 $265K
QRG Capital Management, Inc. 0.00% Add +9.2% 1,750 $265K
Beacon Financial Group 0.03% Add +2.6% 1,748 $265K
AXA S.A. 0.00% Add +3.5% 1,748 $265K
Premier Path Wealth Partners, LLC 0.04% Add +2.7% 1,746 $264K
Independent Advisor Alliance 0.01% Add +0.2% 1,742 $264K
Cigna Investments Inc. 0.05% No change 1,735 $263K
Keybank National Association 0.00% Reduce -43.9% 1,725 $261K
Wellington Shields & Co., LLC 0.08% No change 1,723 $261K
Banque Cantonale Vaudoise 0.01% New 1,696 $257K
Ritholtz Wealth Management 0.01% New 1,698 $257K
Kingsview Wealth Management, LLC 0.01% No change 1,675 $254K
Fortitude Advisory Group L.L.C. 0.15% Reduce -3.6% 1,661 $251K
Addison Advisors LLC 0.08% Reduce -29.1% 1,661 $251K
Clearview Wealth Advisors LLC 0.22% Reduce -4.7% 1,655 $251K
Wealth Alliance, LLC 0.03% Add +3.2% 1,651 $250K
Global Retirement Partners, LLC 0.01% Add +25.3% 1,650 $250K
Resonant Capital Advisors, LLC 0.02% Add +18.1% 1,641 $248K
One Wealth Advisors, LLC 0.05% Reduce -1.7% 1,530 $248K
Ashton Thomas Private Wealth, LLC 0.01% No change 1,636 $248K
Shufro Rose & Co. LLC 0.02% No change 1,635 $247K
CenterStar Asset Management, LLC 0.37% New 1,634 $247K
Novak & Powell Financial Services, Inc. 0.15% Add +1.3% 1,633 $247K
Armstrong Advisory Group, Inc. 0.02% No change 1,632 $247K
Ballentine Partners, LLC 0.00% Add +9.7% 1,628 $246K
Collective Family Office LLC 0.07% No change 1,625 $246K
BLB&B Advisors, LLC 0.01% Add +1.4% 1,625 $246K
Traphagen Investment Advisors LLC 0.03% Reduce -11.3% 1,614 $244K
Fifth Third Wealth Advisors LLC 0.02% New 1,599 $242K
Breakwater Capital Group 0.05% Reduce -3.3% 1,597 $242K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +0.7% 1,595 $241K
Brown Capital Management LLC 0.00% Reduce -6.0% 1,583 $240K
Silverlake Wealth Management LLC 0.10% New 1,563 $237K
Legacy Advisors, LLC 0.03% Reduce -0.4% 1,560 $236K
Empower Advisory Group, LLC 0.00% Reduce -1.5% 1,554 $235K
Sunbelt Securities, Inc. 0.02% No change 1,543 $234K
Ferguson Wellman Capital Management, Inc. 0.00% Add +0.1% 1,530 $232K
WBH Advisory Inc. 0.02% Add +3.3% 1,516 $229K
Armistice Capital, LLC 0.01% Reduce -95.8% 1,512 $229K
First National Bank of Omaha 0.02% No change 1,510 $229K
Argent Trust Co 0.01% Add +9.3% 1,506 $228K
Sicart Associates LLC 0.09% No change 1,500 $227K
Deltec Asset Management LLC 0.04% No change 1,500 $227K
Central Pacific Bank - Trust Division 0.03% Reduce -28.6% 1,500 $227K
PEAK6 Investments LLC 0.01% Reduce -78.3% 1,484 $225K
Alpine Woods Capital Investors, LLC 0.03% No change 1,475 $223K
Grey Ledge Advisors, LLC 0.06% Add +0.2% 1,474 $223K
High Falls Advisors, Inc 0.05% Reduce -25.4% 1,474 $223K
Citizens Financial Group Inc. 0.00% Add +6.7% 1,474 $223K
Merit Financial Group, LLC 0.00% Reduce -11.3% 1,468 $222K
Tompkins Financial Corp. 0.02% No change 1,461 $221K
Columbia Bank 0.09% Add +5.3% 1,460 $221K
Avantax Planning Partners, Inc. 0.01% No change 1,460 $221K
Sound View Wealth Advisors Group, LLC 0.02% Add +4.2% 1,454 $220K
Smith, Moore & Co. 0.02% No change 1,444 $219K
Checchi Capital Advisers, LLC 0.02% Add +3.5% 1,438 $218K
Flagship Harbor Advisors, LLC 0.01% New 1,431 $217K
Farrell Financial LLC 0.17% Reduce -1.0% 1,430 $216K
SeaCrest Wealth Management, LLC 0.02% Reduce -3.5% 1,425 $216K
Burns Matteson Capital Management, LLC 0.14% No change 1,424 $216K
Old North State Trust, LLC 0.19% No change 1,418 $215K
Pasadena Private Wealth, LLC 0.05% No change 1,416 $214K
Stephens Inc. 0.00% New 1,412 $214K
Alesco Advisors, LLC, An ESL Co 0.01% New 1,405 $213K
Washington Trust Advisors, Inc. 0.02% No change 1,398 $212K
Marcum Wealth, LLC 0.02% New 1,389 $210K
Howard Wealth Management, LLC 0.17% Reduce -43.6% 1,388 $210K
Dorsey & Whitney Trust CO LLC 0.01% New 1,385 $210K
Kathmere Capital Management, LLC 0.02% New 1,380 $209K
Latitude Advisors, LLC 0.13% Reduce -20.4% 1,377 $208K
Gitterman Wealth Management, LLC 0.08% New 1,370 $207K
Prime Capital Investment Advisors, LLC 0.00% Reduce -16.4% 1,369 $207K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,363 $206K
Sageworth Trust Co 0.01% New 1,350 $204K
Investment House LLC 0.01% New 1,350 $204K
Cary Street Partners Investment Advisory LLC 0.01% New 1,341 $203K
Avestar Capital, LLC 0.02% Reduce -42.9% 1,337 $202K
Blue Trust, Inc. 0.00% Add +30.1% 1,391 $202K
Cidel Asset Management Inc. 0.02% New 1,327 $201K
Successful Portfolios LLC 0.14% New 1,323 $200K
CIBC Private Wealth Group LLC 0.00% Reduce -3.7% 1,319 $195K
Allworth Financial LP 0.00% Add +6.6% 1,174 $194K
EverSource Wealth Advisors, LLC 0.01% Reduce -11.8% 1,097 $189K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,155 $188K
Sandy Spring Bank 0.01% No change 1,235 $187K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 1,196 $181K
Larson Financial Group LLC 0.01% Add +19200.0% 1,158 $175K
Hartford Financial Management Inc. 0.04% No change 1,150 $174K
JFS Wealth Advisors, LLC 0.01% Add +0.8% 1,018 $154K
Abich Financial Wealth Management LLC 0.10% Add +27.5% 1,007 $152K
Planning Capital Management Corp 0.10% Add +1.9% 927 $140K
Quadrant Capital Group LLC 0.01% Add +5.8% 918 $139K
CI Investments Inc. 0.00% Add +7.1% 860 $130K
Caldwell Trust Co 0.01% Reduce -33.3% 840 $127K
1620 Investment Advisors, Inc. 0.09% New 800 $121K
Penserra Capital Management LLC 0.00% Add +1.2% 785 $119K
HM Payson & Co. 0.00% Reduce -42.9% 731 $111K
Emerald Mutual Fund Advisers Trust 0.01% No change 727 $110K
Harvest Fund Management Co., Ltd 0.01% No change 723 $109K
Private Trust Co. NA 0.01% No change 683 $103K
Compass Wealth Management LLC 0.02% No change 666 $101K
Picton Mahoney Asset Management 0.00% New 661 $100K
Westpac Banking Corp. 0.01% No change 642 $97K
International Assets Investment Management, LLC 0.01% New 616 $93K
Parkside Financial Bank & Trust 0.01% Add +1.3% 609 $92K
Lindbrook Capital, LLC 0.01% Add +16.1% 561 $85K
Tobam 0.01% Reduce -59.3% 508 $77K
Mechanics Financial Corp 0.04% No change 500 $76K
Alta Advisers Ltd 0.04% No change 500 $76K
Monetary Management Group Inc. 0.02% No change 500 $76K
LGT Financial Advisors LLC 0.16% Reduce -64.3% 486 $74K
UMB Bank, n.a. 0.00% Add +124.3% 471 $71K
Bank & Trust Co 0.06% — 462 $70K
Zions Bancorporation, N.A. 0.01% Reduce -7.4% 450 $68K
Versant Capital Management, Inc 0.02% Add +82.7% 444 $67K
Cromwell Holdings LLC 0.04% — 443 $67K
Hazlett, Burt & Watson, Inc. 0.03% Add +6.7% 416 $64K
Mark Sheptoff Financial Planning, LLC 0.04% Add +1.0% 420 $64K
Jones Financial Companies LLLP 0.00% Add +56.2% 417 $63K
Janiczek Wealth Management, LLC 0.01% Reduce -5.1% 408 $62K
Riggs Asset Managment Co. Inc. 0.02% No change 404 $61K
Catalyst Funds Management Pty Ltd 0.02% New 400 $61K
Covestor Ltd 0.04% Reduce -59.8% 394 $60K
Concord Wealth Partners 0.01% Add +1.3% 396 $60K
Stone House Investment Management, LLC 0.01% Reduce -21.4% 367 $56K
Deseret Mutual Benefit Administrators 0.03% No change 365 $55K
Arax Advisory Partners 0.01% Add +115.5% 362 $55K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -34.8% 358 $54K
Avior Wealth Management, LLC 0.00% Reduce -17.3% 350 $53K
Webster Bank, N. A. 0.01% Reduce -3.6% 347 $53K
First Command Advisory Services, Inc. 0.00% No change 345 $52K
Carmichael Hill & Associates, Inc. 0.02% No change 334 $51K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 334 $51K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -5.3% 319 $48K
Plante Moran Financial Advisors, LLC 0.00% No change 310 $47K
Balefire, LLC 0.02% Reduce -6.2% 303 $46K
Harbor Investment Advisory, LLC 0.00% Add +0.7% 299 $45K
Smithfield Trust Co 0.00% No change 292 $44K
Venturi Wealth Management, LLC 0.00% Add +199.0% 290 $44K
Park Place Capital Corp 0.01% Reduce -5.0% 287 $43K
Investors Research Corp 0.01% No change 277 $42K
Silvant Capital Management LLC 0.00% No change 264 $40K
Raleigh Capital Management Inc. 0.02% Add +0.4% 258 $39K
Towne Trust Company, N.A 0.01% No change 250 $38K
TD Private Client Wealth LLC 0.00% Add +3.0% 244 $37K
CVA Family Office, LLC 0.01% Add +0.4% 243 $37K
Wetzel Investment Advisors, Inc. 0.02% No change 248 $36K
Oakworth Capital, Inc. 0.00% New 232 $35K
Quent Capital, LLC 0.00% No change 226 $34K
Principal Securities, Inc. 0.00% Add +2.4% 217 $33K
Mascoma Wealth Management LLC 0.01% Reduce -47.5% 210 $32K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 208 $31K
SRH Advisors, LLC 0.01% No change 200 $30K
WASHINGTON TRUST Co 0.00% No change 188 $28K
CoreCap Advisors, LLC 0.00% New 184 $28K
Blue Bell Private Wealth Management, LLC 0.01% No change 182 $28K
HHM Wealth Advisors, LLC 0.00% No change 180 $27K
Asset Dedication, LLC 0.00% No change 178 $27K
TFC Financial Management, Inc. 0.00% Add +4.4% 167 $25K
NBT Bank, N.A. 0.00% No change 167 $25K
Great Lakes Retirement, Inc. 0.00% New 163 $25K
Realta Investment Advisors 0.00% Add +700.0% 160 $24K
Beach Investment Counsel Inc. 0.00% New 152 $23K
Fortitude Family Office, LLC 0.01% Add +21.8% 151 $23K
Annapolis Financial Services, LLC 0.01% No change 150 $23K
Citizens National Bank Trust Department 0.00% New 140 $21K
Key Financial Inc 0.00% Add +3.8% 136 $21K
Concourse Financial Group Securities, Inc. 0.00% Reduce -8.7% 136 $21K
Harbour Investments, Inc. 0.00% Add +12.5% 135 $20K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 132 $20K
Motco 0.00% No change 128 $19K
Hexagon Capital Partners LLC 0.00% Add +145.1% 125 $19K
MV Capital Management, Inc. 0.00% Add +6.0% 124 $19K
Rise Advisors, LLC 0.01% Add +1.8% 116 $18K
Riverview Trust Co 0.02% No change 116 $18K
Gilliland Jeter Wealth Management LLC 0.01% No change 111 $17K
CNB Bank 0.01% No change 110 $17K
Wolff Wiese Magana LLC 0.01% No change 107 $16K
Criterion Capital Advisors, LLC 0.01% No change 107 $16K
Private Wealth Management Group, LLC 0.01% No change 105 $16K
Institutional & Family Asset Management, LLC 0.00% Add +24.1% 103 $16K
Cullen/Frost Bankers, Inc. 0.00% Add +88.9% 102 $15K
Glass Jacobson Investment Advisors llc 0.01% New 96 $15K
Global X Japan Co., Ltd. 0.00% Reduce -17.2% 96 $15K
Frazier Financial Advisors, LLC 0.01% Add +5.6% 95 $14K
Bruce G. Allen Investments, LLC 0.01% Reduce -2.1% 93 $14K
Piscataqua Savings Bank 0.01% No change 91 $14K
Financial Network Wealth Advisors LLC 0.01% New 90 $14K
Delta Asset Management LLC 0.00% No change 79 $12K
MCF Advisors LLC 0.00% Add +13.6% 75 $11K
Crewe Advisors LLC 0.00% Reduce -37.1% 73 $11K
Capital Advisors, Ltd. LLC 0.00% Add +1.4% 70 $11K
Tucker Asset Management LLC 0.00% No change 68 $10K
HighMark Wealth Management LLC 0.01% Add +9.8% 67 $10K
Grove Bank & Trust 0.00% No change 67 $10K
Valley National Advisers Inc. 0.00% Reduce -37.6% 68 $10K
GW&K Investment Management, LLC 0.00% Reduce -2.9% 66 $10K
Redwood Wealth Management Group, LLC 0.01% New 65 $10K
Rothschild Investment LLC 0.00% Add +59.0% 62 $9K
Camelot Portfolios, LLC 0.01% New 59 $9K
Oliver Lagore Vanvalin Investment Group 0.00% New 59 $9K
Clearstead Trust, LLC 0.00% No change 59 $9K
Costello Asset Management, INC 0.01% No change 55 $8K
DT Investment Partners, LLC 0.00% No change 55 $8K
PFS Partners, LLC 0.01% No change 53 $8K
Salomon & Ludwin, LLC 0.00% No change 53 $8K
Tsfg, LLC 0.00% No change 51 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +13.0% 52 $8K
Red Tortoise LLC 0.00% No change 52 $8K
Carolinas Wealth Consulting LLC 0.00% No change 52 $8K
Westside Investment Management, Inc. 0.00% No change 47 $7K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -73.8% 48 $7K
AllSquare Wealth Management LLC 0.00% No change 46 $7K
Anchor Investment Management, LLC 0.00% No change 44 $7K
Coppell Advisory Solutions LLC 0.00% — 41 $6K
WR Wealth Planners, LLC 0.00% Add +150.0% 40 $6K
Coston, McIsaac & Partners 0.00% Add +2.4% 43 $6K
AdvisorNet Financial, Inc 0.00% No change 36 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 36 $5K
Centennial Bank 0.00% No change 35 $5K
Old Second National Bank of Aurora 0.00% No change 34 $5K
Avion Wealth 0.00% Add +41.7% 34 $5K
First Pacific Financial 0.00% New 33 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +233.3% 30 $5K
New England Capital Financial Advisors LLC 0.00% Reduce -21.6% 29 $4K
Elevation Wealth Partners, LLC 0.00% New 29 $4K
Colonial Trust Co / SC 0.00% No change 29 $4K
Continuum Advisory, LLC 0.00% No change 25 $4K
Ridgewood Investments LLC 0.00% New 24 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 23 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 22 $3K
Bokf, NA 0.00% Reduce -91.4% 22 $3K
Abound Wealth Management 0.00% Add +10.5% 21 $3K
Bell Investment Advisors, Inc 0.00% No change 21 $3K
Manchester Capital Management LLC 0.00% Reduce -19.2% 21 $3K
GHP Investment Advisors, Inc. 0.00% New 21 $3K
Bogart Wealth, LLC 0.00% No change 20 $3K
Raffa Wealth Management, LLC 0.00% No change 19 $3K
Highline Wealth Partners LLC 0.00% Add +750.0% 17 $3K
Dunhill Financial, LLC 0.00% Add +7.1% 15 $2K
Opal Wealth Advisors, LLC 0.00% New 14 $2K
Financial Management Professionals, Inc. 0.00% Add +333.3% 13 $2K
Fairway Wealth LLC 0.00% New 13 $2K
Sachetta, LLC 0.00% Reduce -47.6% 11 $2K
SJS Investment Consulting Inc. 0.00% No change 12 $2K
Northwest Capital Management Inc 0.00% No change 12 $2K
Leonteq Securities AG 0.00% Reduce -85.1% 11 $2K
Johnson Financial Group, Inc. 0.00% Add +0.0% 9 $1K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 8 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +100.0% 8 $1K
FinTrust Capital Advisors, LLC 0.00% No change 8 $1K
Iron Horse Wealth Management, LLC 0.00% No change 7 $1K
McIlrath & Eck, LLC 0.00% No change 7 $1K
Plato Investment Management Ltd 0.00% No change 7 $1K
Capital Analysts, LLC 0.00% New 7 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 6 $908
Innealta Capital, LLC 0.00% New 6 $908
Nvwm, LLC 0.00% Add +20.0% 6 $908
Global Financial Private Client, LLC 0.00% No change 5 $757
M&R Capital Management Inc. 0.00% No change 5 $757
Atlas Capital Advisors Inc. 0.00% No change 5 $757
Caitlin John, LLC 0.00% Reduce -90.0% 4 $650
Ruedi Wealth Management, Inc. 0.00% New 4 $605
Creative Financial Designs Inc. 0.00% New 3 $458
Lynx Investment Advisory 0.00% — 3 $454
Private Ocean, LLC 0.00% New 3 $454
Cornerstone Planning Group LLC 0.00% New 2 $320
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $303
Valued Wealth Advisors LLC 0.00% No change 1 $152
Scarborough Advisors, LLC 0.00% New 1 $151
Aspect Partners, LLC 0.00% No change 1 $151
Rakuten Securities, Inc. 0.00% No change 1 $151
WestEnd Advisors, LLC 0.00% No change 1 $151
Gradient Investments LLC 0.00% Reduce -88.9% 1 $151
Unique Wealth Strategies, LLC 0.00% New 1 $145
Beaird Harris Wealth Management, LLC 0.00% New 1 $140
Y.D. More Investments Ltd 0.00% New 88 $35

"% of holder's portfolio" is MTB's weight in each manager's 13F, not the share of M & T Bank Corp. the manager owns.