M & T BankMTB

13F holders, Q3 2024 (September 30)
945holders +24
104new positions
78sold out
9famous investors
$177.97avg. 13F price*

At the end of Q3 2024, 945 institutions reported holding M & T Bank Corp. (MTB) in their 13F filings, up 24 from Q2 2024. 104 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.3B) and FMR LLC ($2.2B). 9 famous investors held it, including Francois Rochon (2.4% of Giverny Capital's portfolio), Stanley Druckenmiller (0.4% of Duquesne Family Office's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).

Company
M & T Bank Corp.
Filed as
M & T BK CORP (Q3 2024)
Sector
Finance
CUSIP
55261F104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions104$190.9M
Exits78$167.6M

All 13F filers, Q2 2024 → Q3 2024: 8,661,622 shares bought and 6,274,154 shares sold, net +2,387,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 945 holders

Vanguard Group Inc. 0.06% Add +0.7% 19,454,416 $3.5B
BlackRock, Inc. 0.05% — 12,704,249 $2.3B
FMR LLC 0.13% Add +13.9% 12,349,398 $2.2B
Wellington Management Group LLP 0.31% Reduce -12.7% 9,993,836 $1.8B
State Street Corp. 0.06% Add +6.4% 8,773,439 $1.6B
JPMorgan Chase & Co. 0.09% Reduce -3.7% 6,465,895 $1.2B
Morgan Stanley 0.07% Add +49.3% 5,591,197 $995.9M
Charles Schwab Investment Management Inc. 0.17% Add +3.9% 5,037,144 $897.2M
Geode Capital Management, LLC 0.06% Add +1.6% 4,329,814 $768.8M
State Farm Mutual Automobile Insurance Co. 0.64% No change 4,122,590 $734.3M
Invesco Ltd. 0.13% Add +0.0% 3,808,327 $678.3M
Massachusetts Financial Services Co. 0.09% Reduce -3.7% 1,716,011 $305.7M
M&T Bank Corp 0.99% Reduce -0.0% 1,697,340 $302.3M
Dimensional Fund Advisors LP 0.07% Add +0.2% 1,616,739 $287.9M
Norges Bank 0.04% Reduce -1.3% 1,578,608 $281.2M
First Trust Advisors LP 0.27% Reduce -9.1% 1,572,707 $280.1M
Bank of New York Mellon Corp 0.05% Reduce -1.1% 1,496,261 $266.5M
Northern Trust Corp. 0.04% Reduce -5.2% 1,468,229 $261.5M
Barrow Hanley Mewhinney & Strauss LLC 0.77% Reduce -5.1% 1,326,711 $236.3M
Nuveen Asset Management, LLC 0.06% Add +21.5% 1,281,221 $228.2M
Bank of America Corp. 0.02% Reduce -1.2% 1,238,192 $220.5M
London Co. of Virginia 1.12% Add +2.1% 1,193,575 $212.6M
Goldman Sachs Group Inc. 0.04% Add +3.3% 1,134,684 $202.1M
Marshall Wace, LLP 0.23% Add +45.1% 982,163 $174.9M
Legal & General Group Plc 0.04% Reduce -1.4% 949,804 $169.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -0.9% 933,575 $166.3M
LSV Asset Management 0.35% Reduce -7.7% 913,920 $162.8M
Senvest Management, LLC 5.49% Add +12.3% 882,841 $157.3M
Menora Mivtachim Holdings LTD. 0.82% Reduce -16.5% 726,969 $129.5M
Manufacturers Life Insurance Company, The 0.09% Add +30.8% 599,995 $106.9M
Los Angeles Capital Management LLC 0.43% Reduce -19.1% 592,952 $105.6M
Canoe Financial LP 2.48% Add +29.4% 588,302 $103.2M
Barclays PLC 0.05% Add +20.3% 578,266 $103.0M
Ameriprise Financial Inc. 0.03% Reduce -19.0% 564,011 $100.5M
Amundi 0.04% Reduce -29.8% 562,630 $99.9M
Wells Fargo & Company 0.02% Reduce -2.7% 558,959 $99.6M
Smead Capital Management, Inc. 1.26% Add +3.5% 493,817 $88.0M
Alliancebernstein L.P. 0.03% Add +41.3% 490,003 $87.3M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +8.5% 467,801 $83.3M
HSBC Holdings PLC 0.05% Add +0.0% 436,323 $77.7M
Clearbridge Investments, LLC 0.06% Add +19.1% 421,201 $75.0M
Bank of Montreal 0.03% Reduce -5.0% 422,981 $74.2M
Royal Bank of Canada 0.02% Add +8.8% 412,720 $73.5M
Stifel Financial Corp. 0.07% Add +11.2% 393,624 $70.1M
UBS Group AG 0.02% Add +0.3% 390,308 $69.5M
Deutsche Bank AG 0.03% Reduce -46.0% 389,550 $69.4M
DNB Asset Management AS 0.31% Add +1182.9% 380,542 $67.8M
Anchor Capital Advisors LLC 1.79% Reduce -3.4% 378,522 $67.4M
Cooke & Bieler LP 0.60% Reduce -2.1% 369,610 $65.8M
Giverny Capital 2.44% Add +4.4% 360,591 $64.2M
Davis Asset Management, L.P. 2.46% No change 345,000 $61.5M
Federated Hermes, Inc. 0.12% Add +165.8% 318,989 $56.8M
RNC Capital Management LLC 3.15% No change 375,198 $56.8M
Huntington National Bank 0.54% Add +10.6% 314,114 $55.9M
BNP Paribas Financial Markets 0.05% Add +70.4% 306,590 $54.6M
Rhumbline Advisers 0.05% Reduce -3.9% 304,877 $54.3M
Artisan Partners Limited Partnership 0.08% Reduce -20.8% 303,022 $54.0M
California Public Employees Retirement System 0.04% Reduce -0.3% 298,666 $53.2M
Junto Capital Management LP 1.17% Reduce -37.7% 291,197 $51.9M
KBC Group NV 0.15% Reduce -35.5% 286,823 $51.1M
Invenomic Capital Management LP 2.77% Add +54.1% 281,766 $50.2M
National Pension Service 0.05% Add +5.2% 268,138 $47.8M
California State Teachers Retirement System 0.05% Reduce -0.5% 260,342 $46.4M
Zurich Insurance Group Ltd 0.38% New 249,393 $44.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +9.0% 248,173 $44.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.37% Reduce -17.1% 245,967 $43.8M
Envestnet Asset Management Inc. 0.01% Add +0.3% 242,062 $43.1M
Absher Wealth Management, LLC 5.52% Reduce -28.5% 240,142 $42.8M
T. Rowe Price Associates Inc. 0.00% Reduce -20.5% 234,274 $41.7M
Rafferty Asset Management, LLC 0.14% Add +53.1% 227,332 $40.5M
Citigroup Inc. 0.03% Reduce -3.4% 199,127 $35.5M
Principal Financial Group Inc. 0.02% Add +1.4% 199,111 $35.5M
Natixis Advisors, LLC 0.07% Add +10.3% 195,879 $34.9M
Polaris Capital Management, LLC 1.68% Add +1.6% 191,894 $34.2M
Crawford Investment Counsel Inc. 0.58% Reduce -29.4% 189,957 $33.8M
Advisors Capital Management, LLC 0.53% Reduce -18.8% 183,273 $32.6M
Victory Capital Management Inc. 0.03% Reduce -0.7% 182,778 $32.6M
Schroder Investment Management Group 0.03% Reduce -4.6% 183,687 $32.2M
Ensign Peak Advisors, Inc 0.06% Add +67.9% 178,510 $31.8M
Tocqueville Asset Management L.P. 0.47% Add +2.2% 169,130 $30.1M
Berkshire Asset Management LLC 1.51% No change 196,359 $29.7M
New York State Teachers Retirement System 0.06% Reduce -1.7% 155,652 $27.7M
Vest Financial, LLC 0.52% Add +1.3% 150,454 $26.8M
Ruffer LLP 0.78% Reduce -8.7% 139,255 $24.8M
Westfield Capital Management Co. LP 0.11% New 138,894 $24.7M
STRS Ohio 0.09% Add +986.1% 135,290 $24.1M
Candriam S.C.A. 0.14% Reduce -14.9% 133,229 $23.7M
CANADA LIFE ASSURANCE Co 0.04% Add +4.8% 128,891 $23.0M
Agf Management Ltd. 0.11% Reduce -23.3% 126,008 $22.4M
New York State Common Retirement Fund 0.03% Reduce -25.0% 125,900 $22.4M
State Board of Administration of Florida Retirement System 0.04% Add +2.0% 122,255 $21.8M
National Bank of Canada 0.03% Reduce -12.1% 119,366 $21.3M
Prudential Financial Inc. 0.03% Reduce -3.9% 114,680 $20.4M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +13.6% 111,772 $19.6M
LPL Financial LLC 0.01% Add +4.7% 109,903 $19.6M
AQR Capital Management 0.03% Reduce -15.8% 107,915 $18.9M
General American Investors Co. Inc. 1.25% No change 101,100 $18.0M
Oppenheimer Asset Management Inc. 0.22% Reduce -4.0% 100,383 $17.9M
Speece Thorson Capital Group Inc. 3.30% Reduce -15.2% 100,360 $17.9M
SG Americas Securities, LLC 0.07% Add +394.6% 100,349 $17.9M
Sound Income Strategies, LLC 1.14% Add +5.5% 99,047 $17.6M
Sei Investments Co. 0.02% Add +40.7% 96,841 $17.2M
State of Wisconsin Investment Board 0.04% Add +6.1% 96,018 $17.1M
Maltese Capital Management LLC 2.80% Add +38.2% 96,000 $17.1M
PNC Financial Services Group, Inc. 0.01% Reduce -5.9% 92,646 $16.5M
Matrix Asset Advisors Inc. 1.82% Add +0.2% 91,870 $16.4M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.7% 90,196 $16.1M
Thrivent Financial for Lutherans 0.03% Add +33.3% 87,626 $15.6M
Cinctive Capital Management LP 0.85% Add +184.4% 83,127 $14.8M
Toronto Dominion Bank 0.03% Add +71.1% 83,019 $14.8M
Susquehanna International Group, LLP 0.03% Add +26.7% 82,270 $14.7M
Brandywine Global Investment Management, LLC 0.10% Add +4.4% 77,028 $14.3M
Callodine Capital Management, LP 3.00% New 80,000 $14.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -1.5% 79,925 $14.2M
Adams Diversified Equity Fund, Inc. 0.52% New 79,400 $14.1M
GMO 0.04% Reduce -3.0% 78,786 $14.0M
Point72 Europe (London) LLP 1.16% Add +27.1% 77,500 $13.8M
Janney Montgomery Scott LLC 0.04% Add +0.5% 77,438 $13.8M
Treasurer of the State of North Carolina 0.05% Reduce -16.7% 74,682 $13.3M
Pictet Asset Management Holding SA 0.01% Reduce -0.8% 74,312 $13.2M
Reinhart Partners, Llc. 0.50% Reduce -9.9% 73,503 $13.1M
Danske Bank A/S 0.04% Add +0.4% 73,317 $13.1M
HST Ventures, LLC 3.54% New 72,584 $12.9M
Russell Investments Group, Ltd. 0.02% Add +38.6% 72,666 $12.9M
Bank of Nova Scotia 0.03% Add +316.8% 72,362 $12.9M
Commonwealth Equity Services, LLC 0.02% Reduce -4.1% 71,434 $12.7M
Royal London Asset Management Ltd. 0.03% Add +2.3% 67,648 $12.0M
American Century Companies Inc. 0.01% Add +9.0% 67,377 $12.0M
Nisa Investment Advisors, LLC 0.07% Reduce -4.4% 67,337 $12.0M
Raymond James & Associates 0.01% Add +11.0% 66,209 $11.8M
Asset Management One Co., Ltd. 0.04% Add +1.9% 65,685 $11.7M
State of Tennessee, Department of Treasury 0.04% Reduce -2.6% 65,347 $11.6M
Sterling Capital Management LLC 0.15% — 65,120 $11.6M
Aberdeen Group plc 0.02% Reduce -4.6% 65,045 $11.5M
TD Asset Management Inc 0.01% Add +0.4% 64,729 $11.4M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -2.5% 63,600 $11.3M
1832 Asset Management L.P. 0.02% No change 62,012 $11.0M
Truist Financial Corp. 0.02% Reduce -45.9% 61,786 $11.0M
Public Employees Retirement System of Ohio 0.05% Reduce -4.8% 60,364 $10.8M
Gabelli Funds LLC 0.08% Reduce -1.3% 58,900 $10.5M
Sienna Gestion 0.69% Add +18.4% 58,682 $10.4M
Duquesne Family Office 0.35% New 56,200 $10.0M
State of New Jersey Common Pension Fund D 0.04% No change 54,940 $9.8M
Northwest & Ethical Investments L.P. 0.25% Add +264.0% 53,473 $9.5M
HighTower Advisors, LLC 0.01% Add +2.1% 52,507 $9.4M
Voya Investment Management LLC 0.01% Reduce -6.9% 52,509 $9.4M
Atom Investors LP 0.96% New 51,374 $9.2M
Osaic Holdings, Inc. 0.02% Reduce -5.2% 50,746 $9.0M
Resona Asset Management Co.,Ltd. 0.05% Reduce -0.5% 50,828 $9.0M
Nomura Asset Management Co. Ltd. 0.03% Add +6.1% 50,275 $9.0M
Calamos Advisors LLC 0.06% Reduce -2.4% 48,839 $8.7M
State of Michigan Retirement System 0.04% Reduce -0.4% 48,801 $8.7M
Boston Trust Walden Corp 0.06% Reduce -16.5% 48,759 $8.7M
Davis Selected Advisers 0.05% Add +0.7% 48,565 $8.7M
Arizona State Retirement System 0.05% Add +4.4% 47,804 $8.5M
Comerica Bank 0.03% Add +36.5% 46,782 $8.3M
Curi Capital, LLC 0.19% Add +1.9% 46,404 $8.3M
South Dakota Investment Council 0.16% Reduce -44.9% 44,655 $8.0M
PDT Partners, LLC 0.70% No change 44,292 $7.9M
Cutler Investment Counsel LLC 0.98% Reduce -3.0% 43,495 $7.7M
MetLife Investment Management, LLC 0.04% Reduce -2.4% 43,409 $7.7M
Bessemer Group Inc. 0.01% Add +58.0% 43,102 $7.7M
O'Keefe Stevens Advisory, Inc. 2.31% Add +2.2% 42,913 $7.6M
Macquarie Group Ltd. 0.01% Reduce -39.4% 42,143 $7.5M
Corebridge Financial, Inc. 0.04% Reduce -2.7% 41,457 $7.4M
Avantax Advisory Services, Inc. 0.05% Add +3.4% 41,141 $7.3M
Arnhold LLC 0.71% Reduce -8.6% 41,092 $7.3M
O'shaughnessy Asset Management, LLC 0.07% Add +18.6% 39,427 $7.3M
ProShare Advisors LLC 0.02% Reduce -3.7% 39,990 $7.1M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -23.6% 39,875 $7.1M
Wealthfront Advisers LLC 0.02% Add +0.9% 39,279 $7.0M
USS Investment Management Ltd 0.05% Add +0.2% 38,827 $6.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% — 38,811 $6.9M
Orion Porfolio Solutions, LLC 0.07% Reduce -3.4% 38,770 $6.9M
Orion Portfolio Solutions, LLC 0.07% Reduce -3.4% 38,770 $6.9M
Assetmark, Inc. 0.02% Add +6.6% 38,416 $6.8M
Mutual of America Capital Management LLC 0.07% Add +0.2% 38,394 $6.8M
Man Group plc 0.02% Add +24.9% 38,222 $6.8M
Mariner, LLC 0.01% Add +7.9% 37,933 $6.8M
Florida Trust Wealth Management Co 0.21% Reduce -5.8% 37,029 $6.6M
Retirement Systems of Alabama 0.02% Reduce -0.9% 36,463 $6.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -0.8% 36,354 $6.5M
Cresset Asset Management, LLC 0.02% Add +0.1% 35,851 $6.4M
Assenagon Asset Management S.A. 0.01% Add +8.3% 35,549 $6.3M
Hudson Edge Investment Partners Inc. 1.17% Reduce -6.8% 35,450 $6.3M
Forsta Ap-Fonden 0.05% Add +11.3% 35,400 $6.3M
Harvest Portfolios Group Inc. 0.21% Reduce -9.2% 35,254 $6.3M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +0.2% 34,386 $6.1M
Natixis 0.04% Add +719.7% 34,157 $6.1M
Brown Advisory Inc. 0.01% Add +4.0% 34,113 $6.1M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -31.8% 34,090 $6.1M
Czech National Bank 0.06% Add +7.0% 34,019 $6.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% No change 33,436 $6.0M
Amalgamated Bank 0.05% Reduce -22.5% 32,771 $5.8M
Gateway Investment Advisers LLC 0.06% Reduce -0.2% 32,742 $5.8M
Cibc World Markets Corp. 0.04% Add +1.0% 32,307 $5.8M
MUFG Securities EMEA plc 0.23% New 32,000 $5.7M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -44.2% 31,987 $5.7M
Aviva PLC 0.01% Add +2.1% 31,620 $5.6M
Sky Investment Group LLC 1.04% Reduce -3.2% 31,603 $5.6M
Cerity Partners LLC 0.01% Add +116.3% 31,591 $5.6M
IFM Investors Pty Ltd 0.05% Reduce -2.5% 31,578 $5.6M
Handelsbanken Fonder AB 0.02% Reduce -1.6% 31,538 $5.6M
Courier Capital LLC 0.38% Reduce -0.9% 31,421 $5.6M
Quantinno Capital Management LP 0.07% Add +27.4% 30,825 $5.5M
Monte Financial Group, LLC 2.26% Reduce -0.5% 30,557 $5.4M
Manning & Napier Advisors LLC 0.06% New 30,449 $5.4M
Kimelman & Baird, LLC 0.43% Reduce -0.3% 29,950 $5.3M
DekaBank Deutsche Girozentrale 0.01% Add +1.2% 30,240 $5.3M
Creative Planning 0.01% Add +8.5% 29,225 $5.2M
Cetera Investment Advisers 0.01% Reduce -10.1% 29,188 $5.2M
Public Sector Pension Investment Board 0.03% Add +2.8% 29,095 $5.2M
Leuthold Group, LLC 0.57% Add +34.6% 28,660 $5.1M
Pathstone Holdings, LLC 0.02% Add +0.7% 28,625 $5.1M
Rock Point Advisors, LLC 1.38% Reduce -6.6% 28,445 $5.1M
CIBC Asset Management Inc 0.02% Add +7.1% 28,429 $5.1M
Cornerstone Wealth Group, LLC 0.41% Add +1.0% 28,045 $5.0M
Andra AP-fonden 0.07% Reduce -55.2% 27,900 $5.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -12.7% 27,848 $5.0M
Utah Retirement Systems 0.06% Add +0.4% 27,408 $4.9M
Private Advisor Group, LLC 0.03% Add +1.6% 27,255 $4.9M
Daymark Wealth Partners, LLC 0.20% Reduce -2.0% 27,132 $4.8M
Robinson Value Management, Ltd. 3.06% Add +1.4% 26,448 $4.7M
Howard Capital Management, LLC 0.08% New 26,437 $4.7M
Corient Private Wealth LP 0.01% Add +18.7% 25,638 $4.6M
Tidal Investments LLC 0.05% Reduce -1.6% 25,393 $4.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -3.0% 25,306 $4.5M
Picton Mahoney Asset Management 0.17% Add +3707.7% 25,169 $4.5M
New York Life Investment Management LLC 0.04% Reduce -3.0% 24,595 $4.4M
HBK Sorce Advisory LLC 0.13% Reduce -0.4% 24,592 $4.4M
Xponance LLC 0.04% Add +0.8% 24,053 $4.3M
Siena Capital Partners GP, LLC 1.23% No change 24,000 $4.3M
Fiduciary Alliance LLC 0.57% Add +10.4% 23,905 $4.3M
Savant Capital, LLC 0.03% Add +0.5% 23,207 $4.1M
Eisler Capital (US) LLC 0.76% New 23,135 $4.1M
Credit Agricole S A 0.02% Add +16.8% 23,095 $4.1M
McCollum Christoferson Group LLC 1.18% No change 22,896 $4.1M
Lesa Sroufe & Co 3.80% No change 22,853 $4.1M
Lee Danner & Bass Inc. 0.29% Reduce -2.1% 22,854 $4.1M
NFJ Investment Group, LLC 0.12% New 22,674 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -12.3% 22,507 $4.0M
Franklin Resources Inc. 0.00% Add +45.5% 21,481 $4.0M
Grandfield & Dodd, LLC 0.23% Reduce -17.6% 22,166 $3.9M
Yousif Capital Management, LLC 0.04% Reduce -2.3% 21,746 $3.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -60.3% 21,500 $3.8M
GAMCO Investors 0.04% Add +6.2% 21,422 $3.8M
Janus Henderson Group PLC 0.00% No change 21,287 $3.8M
Beck Mack & Oliver LLC 0.07% Reduce -5.3% 21,198 $3.8M
Storebrand Asset Management As 0.01% Add +0.9% 20,961 $3.7M
Daiwa Securities Group Inc. 0.02% Add +12.0% 20,445 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +3.1% 20,073 $3.6M
Advisors Asset Management, Inc. 0.07% Reduce -1.2% 20,033 $3.6M
Sanctuary Advisors, LLC 0.02% Add +14.7% 15,767 $3.5M
State of Alaska, Department of Revenue 0.04% Add +6.9% 19,399 $3.5M
Alaska Permanent Fund Corp 0.05% No change 19,114 $3.4M
Mackenzie Financial Corp. 0.00% Reduce -4.0% 18,615 $3.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -22.6% 18,492 $3.3M
Cantor Fitzgerald Investment Advisors L.P. 0.22% Reduce -70.0% 18,322 $3.3M
OMERS ADMINISTRATION Corp 0.03% Add +216.8% 18,265 $3.3M
Sustainable Insight Capital Management, LLC 1.47% New 18,200 $3.2M
Abacus Planning Group, Inc. 0.57% Add +0.2% 17,793 $3.2M
Daiichi Life Insurance Co., Ltd. 0.08% Add +12.7% 17,744 $3.2M
LRI Investments, LLC 0.31% Reduce -0.5% 14,780 $3.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +13.6% 17,694 $3.2M
Trexquant Investment LP 0.04% New 17,377 $3.1M
Public Employees Retirement Association of Colorado 0.01% No change 16,926 $3.0M
NewEdge Advisors, LLC 0.02% Add +9.8% 16,651 $3.0M
Elizabeth Park Capital Advisors, Ltd. 2.37% New 16,506 $2.9M
Ethic Inc. 0.07% Add +0.1% 19,983 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.6% 16,306 $2.9M
Trust Co. of Vermont 0.14% Reduce -0.8% 16,160 $2.9M
Tredje AP-fonden 0.03% No change 16,125 $2.9M
Fisher Asset Management 0.00% Reduce -1.7% 15,979 $2.8M
Naples Money Management LLC 2.38% Add +6.0% 15,785 $2.8M
Millennium Management 0.00% Reduce -78.7% 15,659 $2.8M
Ascent Group, LLC 0.21% Add +12.5% 15,566 $2.8M
Northstar Advisory Group, LLC 1.42% New 15,308 $2.7M
Founders Capital Management, LLC 0.47% No change 14,955 $2.7M
Strategic Financial Services, Inc. 0.16% No change 14,901 $2.7M
Elo Mutual Pension Insurance Co 0.06% Add +3.6% 14,765 $2.6M
Groupama Asset Managment 0.07% Add +3.3% 18,275 $2.6M
Jane Street Group, LLC 0.00% Reduce -91.6% 14,631 $2.6M
SlateStone Wealth, LLC 0.23% No change 14,501 $2.6M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.6% 14,261 $2.5M
Bright Futures Wealth Management, LLC. 1.22% Reduce -15.2% 12,808 $2.5M
St Germain D J Co. Inc. 0.12% Reduce -5.8% 14,195 $2.5M
Dana Investment Advisors, Inc. 0.08% Reduce -0.8% 14,043 $2.5M
Korea Investment CORP 0.01% Reduce -15.6% 14,005 $2.5M
Wilmington Savings Fund Society, FSB 0.04% Add +80.6% 13,901 $2.5M
Commonwealth Retirement Investments LLC 1.02% Add +2.7% 13,705 $2.4M
Basswood Capital Management, L.L.C. 0.12% No change 13,360 $2.4M
Culbertson A N & Co. Inc. 0.38% Reduce -0.5% 13,268 $2.4M
Vanguard Personalized Indexing Management, LLC 0.04% Add +14.5% 13,199 $2.4M
Gulf International Bank (UK) Ltd 0.06% Reduce -4.2% 13,111 $2.3M
Nordea Investment Management AB 0.00% Reduce -3.4% 13,109 $2.3M
Lazard Asset Management LLC 0.00% Reduce -65.9% 12,973 $2.3M
GYL Financial Synergies, LLC 0.17% Add +0.1% 12,836 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -5.2% 12,763 $2.3M
Pacer Advisors, Inc. 0.00% Add +4.3% 12,398 $2.2M
Granite Group Advisors, LLC 1.42% Reduce -1.1% 12,391 $2.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.21% Reduce -10.0% 12,200 $2.2M
Flputnam Investment Management Co. 0.04% Add +10.6% 12,343 $2.1M
Kentucky Retirement Systems 0.06% Reduce -7.5% 11,634 $2.1M
Lakewood Asset Management LLC 1.41% Reduce -7.7% 11,628 $2.1M
First National Trust Co 0.08% Reduce -0.5% 11,491 $2.0M
Essex Financial Services, Inc. 0.15% Reduce -29.5% 10,415 $2.0M
Robeco Institutional Asset Management B.V. 0.00% Reduce -1.0% 11,341 $2.0M
Atria Wealth Solutions, Inc. 0.02% Add +3.5% 11,270 $2.0M
Morningstar Investment Management LLC 0.19% Reduce -40.5% 10,492 $1.9M
Mizuho Securities USA LLC 0.04% Reduce -15.8% 10,829 $1.9M
Northcape Wealth Management, LLC 0.63% Reduce -0.2% 10,810 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -20.0% 10,803 $1.9M
Caprock Group, LLC 0.07% Add +10.8% 10,731 $1.9M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.36% Reduce -1.3% 10,708 $1.9M
Keynote Financial Services LLC 1.46% Reduce -3.4% 10,663 $1.9M
Hardman Johnston Global Advisors LLC 0.07% No change 10,630 $1.9M
Hartford Investment Management Co. 0.06% Reduce -1.2% 10,573 $1.9M
Infrastructure Capital Advisors, LLC 0.31% New 10,549 $1.9M
Roberts Glore & Co. Inc. 0.54% Reduce -8.2% 10,518 $1.9M
Alyeska Investment Group, L.P. 0.01% New 10,429 $1.9M
Hudock, Inc. 0.32% Add +3.5% 10,402 $1.9M
J. Safra Sarasin Holding AG 0.03% Reduce -3.0% 10,394 $1.9M
Oddo BHF Asset Management Sas 0.09% — 10,299 $1.8M
Cornercap Investment Counsel Inc. 0.54% Reduce -36.2% 10,254 $1.8M
Hancock Whitney Corp. 0.06% Add +2.1% 10,239 $1.8M
Barrett & Company, Inc. 0.79% Reduce -1.8% 10,224 $1.8M
New Hampshire Trust 0.39% Reduce -2.2% 10,169 $1.8M
Dynamic Advisor Solutions LLC 0.05% Add +1.1% 10,095 $1.8M
Old Port Advisors 0.49% Reduce -3.6% 9,894 $1.8M
Vinva Investment Management Ltd 0.07% Add +81.0% 10,021 $1.8M
Fifth Third Bancorp 0.01% Add +1.1% 9,758 $1.7M
Canada Pension Plan Investment Board 0.00% Reduce -32.7% 9,728 $1.7M
Ieq Capital, LLC 0.02% Add +32.2% 9,683 $1.7M
Integrated Wealth Concepts LLC 0.02% Add +41.0% 9,679 $1.7M
Charter Research & Investment Group, Inc. 1.26% Reduce -5.2% 9,629 $1.7M
Commerce Bank 0.01% Reduce -1.3% 9,563 $1.7M
Maryland State Retirement & Pension System 0.04% Reduce -24.8% 9,494 $1.7M
Swedbank AB 0.00% No change 9,462 $1.7M
Louisiana State Employees Retirement System 0.03% No change 9,400 $1.7M
Pitcairn Co. 0.10% Add +0.8% 9,362 $1.7M
Rakuten Investment Management, Inc. 0.01% Add +33.2% 9,460 $1.7M
Cozad Asset Management Inc. 0.16% Reduce -13.9% 9,245 $1.6M
PARK CIRCLE Co 1.47% Reduce -14.0% 9,241 $1.6M
Synergy Asset Management, LLC 0.25% Reduce -52.4% 9,138 $1.6M
Neuberger Berman Group LLC 0.00% Add +6.2% 9,096 $1.6M
Securian Asset Management, Inc. 0.05% Reduce -4.2% 9,088 $1.6M
Mercer Global Advisors Inc. 0.00% Add +15.1% 9,161 $1.6M
Glenmede Trust Co. NA 0.01% Add +2.8% 8,873 $1.6M
Allianz Asset Management GmbH 0.00% Reduce -1.6% 8,785 $1.6M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 8,779 $1.6M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -2.0% 8,779 $1.6M
First United Bank & Trust 0.56% Reduce -2.0% 8,757 $1.6M
Bard Financial Services, Inc. 0.18% Reduce -42.5% 8,580 $1.5M
ING Groep NV 0.01% Reduce -59.2% 8,417 $1.5M
Guggenheim Capital LLC 0.01% Reduce -27.2% 8,413 $1.5M
Bradley Foster & Sargent Inc. 0.03% Reduce -2.6% 8,408 $1.5M
First Trust Investment Solutions L.P. 0.17% Reduce -0.1% 8,389 $1.5M
Panagora Asset Management Inc. 0.01% Reduce -3.0% 8,365 $1.5M
Waldron Private Wealth LLC 0.06% Reduce -2.8% 8,306 $1.5M
Elevatus Welath Management 0.48% Add +2.6% 8,266 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -65.4% 8,223 $1.5M
Praxis Investment Management Inc. 0.09% No change 8,184 $1.5M
M&G PLC 0.01% Reduce -88.7% 8,147 $1.5M
New Mexico Educational Retirement Board 0.05% Reduce -2.4% 8,126 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -5.5% 8,099 $1.4M
Brevan Howard Capital Management LP 0.07% Add +58.0% 8,097 $1.4M
Columbus Macro, LLC 0.52% Reduce -4.9% 7,940 $1.4M
Hennessy Advisors Inc. 0.05% No change 8,000 $1.4M
Advisory Services Network, LLC 0.03% No change 9,143 $1.4M
Cibc World Market Inc. 0.00% Add +4.2% 7,767 $1.4M
Captrust Financial Advisors 0.00% Add +3.6% 7,761 $1.4M
Connecticut Wealth Management, LLC 0.07% Add +65.0% 7,687 $1.4M
&partners 0.03% Add +167.4% 7,583 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +82.7% 7,467 $1.3M
Moors & Cabot, Inc. 0.07% Reduce -0.6% 7,429 $1.3M
Blair William & Co. 0.00% Add +3.4% 7,222 $1.3M
JGP Wealth Management, LLC 0.16% Reduce -1.9% 7,164 $1.3M
Chartwell Investment Partners, LLC 0.04% Reduce -12.5% 7,167 $1.3M
Jacobi Capital Management LLC 0.09% Reduce -0.5% 6,944 $1.2M
Norinchukin Bank, The 0.03% Add +17.0% 6,918 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +2.6% 6,900 $1.2M
MML Investors Services, LLC 0.00% Add +13.4% 6,852 $1.2M
Metis Global Partners, LLC 0.04% Add +4.3% 6,822 $1.2M
Arlington Trust Co LLC 0.26% No change 6,750 $1.2M
US Bancorp \de 0.00% Add +3.0% 6,743 $1.2M
Illinois Municipal Retirement Fund 0.02% No change 6,724 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.6% 6,597 $1.2M
USA Financial Formulas 0.18% New 6,584 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -9.5% 6,533 $1.2M
EP Wealth Advisors, LLC 0.01% New 6,444 $1.1M
Ossiam 0.02% Reduce -31.4% 6,434 $1.1M
Atria Investments, Inc 0.01% Reduce -15.7% 6,344 $1.1M
Resources Management Corp. /CT/ 0.15% No change 6,164 $1.1M
SouthState Bank Corp 0.08% Add +25.8% 6,139 $1.1M
Tiaa Trust, National Association 0.00% Reduce -0.8% 6,120 $1.1M
Cwm, LLC 0.00% Add +9.1% 6,107 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -57.4% 6,034 $1.1M
Benjamin Edwards Inc. 0.02% New 6,026 $1.1M
Nottingham Advisors, Inc. 0.12% Add +0.0% 5,921 $1.1M
Mountain Pacific Investment Advisers LLC 0.07% Reduce -1.4% 5,895 $1.1M
Hennion & Walsh Asset Management, Inc. 0.05% Add +59.5% 5,817 $1.0M
Ostrum Asset Management 0.09% Add +55.6% 5,816 $1.0M
State of Wyoming 0.15% Add +27.2% 5,801 $1.0M
Sterling Investment Counsel, LLC 0.37% Reduce -22.6% 5,799 $1.0M
Pinnacle Associates Ltd. 0.02% Reduce -0.0% 7,492 $1.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +4.5% 5,746 $1.0M
Park Avenue Securities LLC 0.01% Add +5.3% 5,740 $1.0M
Frank, Rimerman Advisors LLC 0.07% Add +1.0% 5,644 $1.0M
Caxton Associates LP 0.05% New 5,619 $1.0M
Verition Fund Management LLC 0.01% Reduce -28.1% 5,585 $995K
Investment Management Corp of Ontario 0.02% Add +47.7% 5,576 $993K
Bluesphere Advisors LLC 0.49% No change 5,557 $990K
Norway Savings Bank 0.53% Reduce -12.1% 5,482 $976K
Burns J W & Co. Inc. 0.13% No change 5,439 $969K
Empirical Finance, LLC 0.06% Add +2.6% 5,334 $950K
Parisi Gray Wealth Management 0.31% No change 5,324 $948K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.3% 5,293 $943K
First Trust Direct Indexing L.P. 0.05% Add +28.5% 5,205 $927K
Cora Capital Advisors LLC 0.45% Reduce -0.0% 5,126 $913K
Sheaff Brock Investment Advisors, LLC 0.08% Add +24.2% 5,125 $913K
Staley Capital Advisers Inc. 0.04% Reduce -0.3% 5,100 $908K
Kintra Wealth, LLC 0.61% Reduce -5.5% 5,071 $903K
Virtus Advisers, LLC 0.42% Reduce -11.5% 5,062 $902K
First Hawaiian Bank 0.03% Reduce -1.9% 4,953 $882K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -8.1% 4,944 $881K
MassMutual Private Wealth & Trust, FSB 0.02% Add +4.3% 4,916 $876K
Philip James Wealth Mangement, LLC 0.11% New 4,900 $873K
Sequoia Financial Advisors, LLC 0.01% Add +44.7% 4,897 $872K
Crossmark Global Holdings, Inc. 0.02% Reduce -10.7% 4,893 $872K
Modern Wealth Management, LLC 0.05% Add +2.6% 4,848 $864K
NEOS Investment Management LLC 0.03% Add +20.2% 4,837 $862K
Farmers & Merchants Investments Inc. 0.03% No change 4,766 $849K
SpiderRock Advisors, LLC 0.02% Reduce -0.8% 4,670 $832K
Bangor Savings Bank 0.08% Reduce -2.1% 4,666 $831K
Hanson & Doremus Investment Management 0.13% Reduce -12.1% 4,603 $820K
Vontobel Holding Ltd. 0.00% Add +1.9% 4,576 $815K
Federation des caisses Desjardins du Quebec 0.00% Add +5.1% 4,563 $813K
RKL Wealth Management LLC 0.07% Add +0.2% 4,550 $810K
Procyon Advisors, LLC 0.06% Add +1.7% 4,544 $809K
Mutual Advisors, LLC 0.02% Reduce -0.8% 4,146 $806K
Intrua Financial, LLC 0.13% Reduce -7.6% 4,506 $803K
Squarepoint Ops LLC 0.00% Reduce -0.5% 4,497 $801K
Beacon Pointe Advisors, LLC 0.01% Reduce -5.9% 4,391 $782K
Lido Advisors, LLC 0.01% Add +11.3% 4,304 $767K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +7.0% 4,279 $762K
Baird Financial Group, Inc. 0.00% Reduce -37.7% 4,264 $760K
Choreo, LLC 0.01% Add +42.8% 4,378 $756K
Brookstone Capital Management 0.01% Reduce -6.2% 4,239 $755K
Pure Financial Advisors, LLC 0.02% Add +0.2% 4,217 $751K
Stratos Wealth Partners, LTD. 0.01% Add +15.6% 4,171 $743K
Qtron Investments LLC 0.10% No change 4,146 $738K
West Branch Capital LLC 0.26% Add +0.1% 4,142 $738K
Financial Management Network Inc. 0.15% Reduce -3.1% 4,117 $736K
Means Investment Co., Inc. 0.08% Reduce -1.5% 4,122 $734K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +1.2% 4,110 $732K
Wedmont Private Capital 0.04% Add +9.3% 4,116 $732K
Haverford Trust Co 0.01% Reduce -0.2% 4,089 $728K
Bayesian Capital Management, LP 0.08% New 4,050 $721K
Glenview Trust Co 0.01% Reduce -8.5% 4,050 $721K
VAUGHAN & Co SECURITIES, INC. 0.42% Reduce -1.9% 4,037 $719K
OneDigital Investment Advisors LLC 0.01% Reduce -3.2% 4,033 $718K
DF Dent & Co. Inc. 0.01% No change 4,027 $717K
Applied Finance Capital Management, LLC 0.03% Reduce -11.4% 4,018 $716K
XML Financial, LLC 0.06% Add +0.4% 3,912 $697K
Profund Advisors LLC 0.03% Add +20.2% 3,908 $696K
Kintegral Advisory, LLC 0.06% Reduce -1.3% 3,887 $692K
Thoroughbred Financial Services, LLC 0.04% Add +0.0% 3,805 $677K
Focus Partners Wealth 0.00% New 3,781 $674K
Emergent Wealth Advisors, LLC 0.50% Add +0.4% 3,776 $673K
United Capital Financial Advisors, LLC 0.01% Add +2.0% 3,762 $670K
Coldstream Capital Management Inc. 0.01% Add +10.1% 3,690 $669K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -2.6% 3,737 $666K
GTS Securities LLC 0.01% Add +42.4% 3,733 $665K
Ritholtz Wealth Management 0.02% Add +117.7% 3,697 $659K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -4.2% 3,655 $651K
WNY Asset Management, LLC 0.08% Reduce -5.2% 3,632 $647K
Lodestone Wealth Management LLC 0.32% Add +0.2% 3,620 $645K
Estabrook Capital Management 0.09% Reduce -2.7% 3,560 $634K
Visionary Horizons, LLC 0.42% Add +7.2% 3,533 $629K
Hedeker Wealth, LLC 0.17% Add +1.6% 3,519 $627K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.8% 3,484 $621K
Jackson Square Capital, LLC 0.15% New 3,483 $620K
Great Valley Advisor Group, Inc. 0.02% Add +7.8% 3,465 $618K
Code Waechter LLC 0.59% — 3,458 $616K
Parallel Advisors, LLC 0.01% Reduce -19.6% 3,452 $615K
Fulton Bank, N.A. 0.02% Reduce -7.8% 3,442 $613K
Aviance Capital Partners, LLC 0.08% No change 3,418 $609K
Kingswood Wealth Advisors, LLC 0.04% Add +9.8% 3,416 $607K
IHT Wealth Management, LLC 0.02% Add +82.3% 3,447 $606K
Bleakley Financial Group, LLC 0.02% Add +9.8% 3,401 $606K
Vestcor Inc 0.02% No change 3,398 $605K
Evergreen Capital Management LLC 0.02% Add +1.2% 3,395 $605K
GAMMA Investing LLC 0.06% Add +29.4% 3,378 $602K
Buffington Mohr McNeal 0.10% No change 3,350 $597K
Hamilton Capital Partners Inc. 0.05% Reduce -12.1% 3,280 $584K
Snowden Capital Advisors LLC 0.02% Reduce -14.8% 3,240 $577K
First Horizon Advisors, Inc. 0.02% Add +0.4% 3,216 $573K
StoneX Group Inc. 0.04% Add +28.6% 3,212 $572K
Fiduciary Trust Co 0.01% Add +20.9% 3,207 $571K
Ramiah Investment Group 0.54% Reduce -37.0% 3,195 $569K
Western Wealth Management, LLC 0.03% No change 3,169 $564K
Bryant Woods Investment Advisors, LLC 0.29% Reduce -47.1% 3,160 $563K
Smartleaf Asset Management LLC 0.07% Add +21.0% 3,156 $554K
John G Ullman & Associates Inc. 0.08% New 3,106 $553K
Crestwood Advisors Group, LLC 0.01% Add +1.9% 3,103 $553K
Raymond James Trust N.A. 0.01% Add +27.2% 3,065 $546K
Cutler Capital Management, LLC 0.24% No change 3,034 $540K
Meeder Advisory Services, Inc. 0.04% Add +13.1% 3,032 $540K
Lake Street Advisors Group, LLC 0.02% Add +1.2% 3,020 $538K
Hunter Perkins Capital Management, LLC 0.11% No change 2,990 $533K
AlphaQuest LLC 0.05% Reduce -8.8% 2,986 $532K
Legacy Wealth Asset Management, LLC 0.14% Reduce -0.6% 2,979 $531K
Whittier Trust Co. 0.01% Reduce -1.7% 2,978 $530K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -15.1% 2,997 $530K
National Wealth Management Group, LLC 0.36% New 2,970 $529K
Sigma Planning Corp 0.02% Reduce -1.6% 2,934 $523K
Tritonpoint Wealth, LLC 0.05% Reduce -12.3% 2,976 $522K
DAVENPORT & Co LLC 0.00% Reduce -4.8% 2,909 $518K
Strategic Wealth Partners, Ltd. 0.05% Reduce -3.3% 2,902 $517K
CSS LLC 0.09% New 2,860 $509K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.9% 2,858 $509K
Court Place Advisors, LLC 0.15% Reduce -2.1% 2,854 $508K
Beacon Investment Advisory Services, Inc. 0.02% Add +4.8% 2,851 $508K
Clearstead Advisors, LLC 0.01% Add +0.8% 2,834 $505K
Armstrong, Fleming & Moore, Inc 0.29% No change 2,831 $504K
Onyx Bridge Wealth Group LLC 0.08% Add +0.0% 2,826 $503K
Montag A & Associates Inc. 0.02% Reduce -8.0% 2,818 $502K
Brown Brothers Harriman & Co. 0.00% Add +4.8% 2,814 $501K
Forum Financial Management, LP 0.01% Add +0.1% 2,811 $501K
Wedbush Securities Inc. 0.02% Add +16.1% 2,808 $500K
Howe & Rusling Inc. 0.04% No change 2,788 $497K
Carnegie Investment Counsel 0.01% Add +1.8% 2,780 $495K
DoubleLine ETF Adviser LP 0.12% Reduce -5.1% 2,775 $494K
Catalina Capital Group, LLC 0.17% Reduce -3.7% 2,768 $493K
Empowered Funds, LLC 0.01% Add +9.7% 2,767 $493K
River Wealth Advisors LLC 0.07% Reduce -3.1% 2,755 $491K
US Asset Management LLC 0.43% Reduce -1.3% 2,277 $483K
O'Neil Global Advisors, Inc. 0.12% New 2,712 $483K
Independent Financial Group, LLC 0.02% Reduce -15.7% 2,693 $480K
JB Capital LLC 0.03% Add +0.9% 2,692 $479K
Apollon Wealth Management, LLC 0.01% Add +21.1% 2,678 $477K
Quadcap Wealth Management, LLC 0.07% Add +0.1% 2,678 $477K
Principle Wealth Partners LLC 0.03% No change 2,661 $474K
Resurgent Financial Advisors LLC 0.28% Add +16.4% 2,656 $473K
Farther Finance Advisors, LLC 0.02% Add +23.7% 2,653 $473K
PFG Investments, LLC 0.03% Add +1.5% 2,651 $472K
Ransom Advisory, Ltd 0.22% Reduce -5.8% 2,613 $465K
Westover Capital Advisors, LLC 0.09% No change 2,606 $464K
Legacy Financial Advisors, Inc. 0.08% Add +4.0% 2,602 $463K
Mather Group, Llc. 0.01% Add +5.0% 2,599 $463K
L.M. Kohn & Company 0.12% Reduce -6.0% 2,590 $461K
Carret Asset Management, LLC 0.05% No change 2,536 $452K
Graham Capital Management, L.P. 0.02% New 2,532 $451K
Moneco Advisors, LLC 0.06% Reduce -0.6% 2,514 $448K
HB Wealth Management, LLC 0.00% Add +12.6% 2,502 $446K
CFS Investment Advisory Services, LLC 0.04% Add +0.7% 2,491 $444K
Wealthspire Advisors, LLC 0.00% Reduce -21.9% 2,490 $444K
Empirical Asset Management, LLC 0.16% Reduce -55.1% 2,481 $442K
King Wealth Management Group 0.07% No change 2,461 $438K
First Manhattan Co. Llc. 0.00% Reduce -6.6% 2,438 $434K
Forte Capital LLC 0.05% Add +10.6% 2,435 $434K
Argonautica Private Wealth Management, Inc. 0.14% No change 2,430 $433K
V-Square Quantitative Management LLC 0.06% Reduce -2.0% 2,428 $432K
Greenleaf Trust 0.00% Add +1.2% 2,410 $429K
Mgo One Seven LLC 0.02% Add +0.4% 2,406 $429K
Plancorp, LLC 0.02% Add +0.5% 2,389 $426K
Vident Advisory, LLC 0.01% Add +8.6% 2,388 $425K
Gotham Asset Management 0.00% Add +10.1% 2,380 $424K
FIL Ltd 0.00% New 2,377 $423K
Canandaigua National Bank & Trust Co. 0.04% Add +0.0% 2,372 $423K
Bar Harbor Wealth Management 0.03% No change 2,345 $418K
Connors Investor Services Inc. 0.04% No change 2,304 $410K
Capital Market Strategies LLC 0.25% Reduce -30.3% 2,300 $410K
Horizon Investments, LLC 0.01% Reduce -26.4% 2,286 $407K
Altfest L J & Co. Inc. 0.05% Reduce -1.3% 2,284 $407K
Focused Wealth Management, Inc 0.05% Reduce -0.4% 2,271 $405K
Woodmont Investment Counsel LLC 0.03% No change 2,263 $403K
Burney Co./ 0.01% No change 2,244 $400K
Sandhill Capital Partners LLC 0.03% Add +2.9% 2,229 $397K
Magnolia Capital Management Ltd. 0.32% No change 2,230 $397K
Lewis Asset Management, LLC 0.29% Reduce -4.0% 2,224 $396K
Excalibur Management Corp. 0.15% Reduce -2.1% 2,187 $390K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -11.4% 2,178 $388K
SevenBridge Financial Group, LLC 0.07% No change 1,804 $387K
Foundations Investment Advisors, LLC 0.01% Add +14.8% 2,167 $386K
Meitav Investment House Ltd. 0.01% Add +3.1% 2,270 $386K
Eastern Bank 0.01% New 2,139 $381K
Independent Solutions Wealth Management, LLC 0.09% No change 2,135 $380K
Community Bank, N.A. 0.05% No change 2,135 $380K
Princeton Global Asset Management LLC 0.07% Reduce -1.4% 2,124 $378K
Blue Trust, Inc. 0.00% Add +79.1% 2,491 $377K
Resonant Capital Advisors, LLC 0.03% Add +28.6% 2,110 $376K
Ingalls & Snyder LLC 0.01% No change 2,103 $375K
Alps Advisors Inc. 0.00% Reduce -13.6% 2,090 $372K
GeoWealth Management, LLC 0.01% Reduce -6.0% 2,085 $371K
Cobblestone Capital Advisors LLC 0.02% Add +0.1% 2,082 $371K
Aptus Capital Advisors, LLC 0.01% Add +5.8% 2,072 $369K
MBB Public Markets I LLC 0.03% Reduce -81.4% 2,070 $369K
Cornerstone Advisors Asset Management, LLC 0.08% No change 2,069 $369K
Ariel Investments 0.00% Reduce -22.1% 2,068 $368K
Prentice Wealth Management LLC 0.11% No change 2,045 $364K
Welch & Forbes LLC 0.00% No change 2,044 $364K
Trust Asset Management LLC 0.03% No change 2,037 $363K
Mma Asset Management LLC 0.10% New 2,036 $363K
Radnor Capital Management, LLC 0.05% New 1,998 $356K
WealthCare Investment Partners, LLC 0.15% Reduce -21.3% 1,983 $353K
Financial Counselors Inc. 0.01% Reduce -10.2% 1,979 $352K
QRG Capital Management, Inc. 0.00% Add +12.7% 1,973 $351K
Fiducient Advisors LLC 0.04% Reduce -9.2% 1,970 $351K
Strait & Sound Wealth Management LLC 0.17% Reduce -34.4% 1,935 $345K
Sandy Spring Bank 0.01% Add +56.5% 1,933 $344K
AIA Group Ltd 0.01% No change 1,926 $343K
Seneca House Advisors 0.14% New 1,924 $343K
Chicago Capital, LLC 0.01% No change 1,923 $343K
Signaturefd, LLC 0.01% Add +7.5% 1,895 $338K
Citizens Financial Group Inc. 0.01% Add +28.5% 1,894 $337K
Prudential PLC 0.00% Reduce -47.3% 1,889 $336K
Lanark Financial, Inc. 0.03% Reduce -6.2% 1,888 $336K
Douglass Winthrop Advisors, LLC 0.01% No change 1,875 $334K
Sapient Capital LLC 0.01% No change 1,870 $333K
Wellington Shields & Co., LLC 0.10% Add +8.4% 1,868 $333K
Eagle Bay Advisors LLC 0.13% Reduce -0.1% 1,866 $332K
Community Financial Services Group, LLC 0.07% No change 1,865 $332K
Y-Intercept (Hong Kong) Ltd 0.02% New 1,862 $332K
Paragon Capital Management Ltd 0.07% Add +0.8% 1,856 $331K
Schonfeld Strategic Advisors LLC 0.00% New 1,851 $330K
Valmark Advisers, Inc. 0.01% Reduce -1.3% 1,849 $329K
Wolverine Trading, LLC 0.01% New 1,865 $327K
Premier Path Wealth Partners, LLC 0.05% Add +4.6% 1,826 $325K
Swiss Life Asset Management Ltd 0.00% New 1,810 $322K
Mayflower Financial Advisors, LLC 0.05% Reduce -35.6% 1,796 $320K
Siemens Fonds Invest GmbH 0.03% No change 1,790 $319K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 1,787 $318K
Kingsview Wealth Management, LLC 0.01% Add +6.6% 1,785 $318K
Level Financial Advisors 0.12% Add +1.3% 1,774 $316K
Van Eck Associates Corp. 0.00% Reduce -90.7% 1,627 $315K
AE Wealth Management LLC 0.00% Reduce -19.3% 1,741 $310K
Kathmere Capital Management, LLC 0.03% Add +26.0% 1,739 $310K
Ballentine Partners, LLC 0.01% Add +6.4% 1,732 $309K
Alpine Woods Capital Investors, LLC 0.05% Reduce -3.0% 1,430 $307K
Meridian Wealth Management, LLC 0.02% Reduce -12.1% 1,720 $306K
Cigna Investments Inc. 0.05% Reduce -1.6% 1,707 $305K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.8% 1,692 $301K
Capula Management Ltd 0.00% New 1,685 $300K
Baron Wealth Management LLC 0.14% Reduce -9.3% 1,674 $298K
AXA S.A. 0.00% Reduce -4.2% 1,674 $298K
Addison Advisors LLC 0.08% No change 1,661 $296K
Vise Technologies, Inc. 0.04% New 1,661 $296K
WealthTrust Axiom LLC 0.09% New 1,657 $295K
Epoch Investment Partners, Inc. 0.00% Reduce -7.0% 1,654 $295K
Novak & Powell Financial Services, Inc. 0.17% Add +0.6% 1,642 $292K
Ashton Thomas Private Wealth, LLC 0.02% No change 1,636 $291K
Armstrong Advisory Group, Inc. 0.02% No change 1,632 $291K
Collective Family Office LLC 0.08% No change 1,625 $289K
BLB&B Advisors, LLC 0.01% No change 1,625 $289K
Breakwater Capital Group 0.06% Add +0.4% 1,604 $286K
Fortitude Advisory Group L.L.C. 0.18% Reduce -3.5% 1,603 $286K
Clearview Wealth Advisors LLC 0.22% Reduce -3.3% 1,600 $285K
Independent Advisor Alliance 0.01% Reduce -8.2% 1,599 $285K
Keybank National Association 0.00% Reduce -8.0% 1,587 $283K
Tompkins Financial Corp. 0.03% Add +8.6% 1,586 $282K
Brown Capital Management LLC 0.01% No change 1,583 $282K
Global Retirement Partners, LLC 0.01% Reduce -4.2% 1,580 $282K
Beacon Financial Group 0.03% Reduce -9.9% 1,574 $280K
Westpac Banking Corp. 0.02% Add +144.7% 1,571 $280K
Empower Advisory Group, LLC 0.00% Add +0.3% 1,558 $278K
CIBC Private Wealth Group LLC 0.00% Add +18.0% 1,556 $277K
Wealth Alliance Advisory Group, LLC 0.06% New 1,554 $277K
Legacy Advisors, LLC 0.03% Reduce -0.6% 1,551 $276K
Sound View Wealth Advisors Group, LLC 0.02% Add +6.5% 1,548 $276K
Sunbelt Securities, Inc. 0.03% No change 1,543 $275K
Silverlake Wealth Management LLC 0.11% Reduce -1.4% 1,541 $274K
Fifth Third Wealth Advisors LLC 0.02% Reduce -3.6% 1,541 $274K
Wealth Alliance, LLC 0.03% Reduce -7.2% 1,533 $273K
Smallwood Wealth Investment Management, LLC 0.19% Reduce -82.7% 1,523 $271K
Argent Trust Co 0.01% Add +0.7% 1,517 $270K
Columbia Bank 0.10% Add +3.4% 1,510 $269K
First National Bank of Omaha 0.02% No change 1,510 $269K
Deltec Asset Management LLC 0.05% No change 1,500 $267K
Central Pacific Bank - Trust Division 0.04% No change 1,500 $267K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -6.5% 1,491 $266K
High Falls Advisors, Inc 0.06% Add +0.8% 1,486 $265K
Dark Forest Capital Management LP 0.03% New 1,485 $265K
Checchi Capital Advisers, LLC 0.02% Add +2.4% 1,472 $262K
Crestline Management, L.P. 0.01% New 1,460 $260K
LVW Advisors, LLC 0.03% New 1,457 $260K
Smith, Moore & Co. 0.02% No change 1,444 $257K
Flagship Harbor Advisors, LLC 0.01% Add +0.8% 1,442 $257K
WBH Advisory Inc. 0.02% Reduce -5.4% 1,434 $255K
SeaCrest Wealth Management, LLC 0.03% Add +0.2% 1,428 $254K
Burns Matteson Capital Management, LLC 0.14% No change 1,424 $254K
Old North State Trust, LLC 0.21% No change 1,418 $253K
Kestra Private Wealth Services, LLC 0.00% Reduce -34.2% 1,415 $252K
Avestar Capital, LLC 0.03% Add +5.8% 1,414 $252K
Compound Planning, Inc. 0.02% New 1,414 $252K
MQS Management LLC 0.14% New 1,409 $251K
Farrell Financial LLC 0.18% Reduce -16.6% 1,192 $250K
Marcum Wealth, LLC 0.02% Add +0.5% 1,396 $249K
Avantax Planning Partners, Inc. 0.01% Reduce -4.5% 1,394 $248K
Gitterman Wealth Management, LLC 0.10% Add +1.6% 1,392 $248K
Dorsey & Whitney Trust CO LLC 0.01% Add +0.5% 1,392 $248K
Shufro Rose & Co. LLC 0.02% No change 1,635 $247K
Washington Trust Advisors, Inc. 0.02% Reduce -0.8% 1,387 $247K
MAI Capital Management 0.00% Reduce -34.0% 1,386 $247K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.1% 1,367 $243K
Latitude Advisors, LLC 0.14% Reduce -1.3% 1,359 $242K
Traphagen Investment Advisors LLC 0.02% Reduce -15.9% 1,357 $242K
CX Institutional 0.01% New 1,355 $241K
Sageworth Trust Co 0.01% No change 1,350 $240K
Investment House LLC 0.01% No change 1,350 $240K
Salvus Wealth Management, LLC 0.14% New 1,322 $235K
Jones Financial Companies LLLP 0.00% Add +221.1% 1,339 $235K
Graypoint LLC 0.02% New 1,318 $235K
Carnegie Lake Advisors LLC 0.09% — 1,313 $234K
City Center Advisors, LLC 0.26% New 1,311 $234K
Successful Portfolios LLC 0.16% Reduce -1.1% 1,309 $233K
Abn Amro Investment Solutions 0.00% New 1,309 $233K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -2.5% 1,308 $233K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -7.1% 1,305 $232K
Merit Financial Group, LLC 0.01% Reduce -11.8% 1,294 $230K
Townsquare Capital LLC 0.00% New 1,292 $230K
Cornell Pochily Investment Advisors, Inc. 0.08% New 1,282 $228K
Alliance Wealth Advisors, LLC 0.13% New 1,281 $228K
Guardian Wealth Advisors, LLC / NC 0.02% New 1,272 $227K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,155 $225K
Allworth Financial LP 0.00% Add +7.3% 1,260 $224K
Mill Creek Capital Advisors, LLC 0.01% New 1,259 $224K
Quotient Wealth Partners, LLC 0.01% New 1,255 $224K
Hudson Portfolio Management LLC 0.22% — 1,254 $223K
HBW Advisory Services LLC 0.03% New 1,254 $223K
Regent Peak Wealth Advisors LLC 0.05% New 1,241 $221K
Old National Bancorp 0.01% Reduce -33.4% 1,240 $221K
Lokken Investment Group LLC 0.09% New 1,236 $220K
Atlantic Union Bankshares Corp 0.01% New 1,230 $219K
Enterprise Bank & Trust Co 0.07% New 1,226 $218K
GC Wealth Management RIA, LLC 0.04% New 1,215 $216K
Stephens Inc. 0.00% Reduce -14.2% 1,212 $216K
Applied Capital LLC 0.17% New 1,200 $214K
Ascent Wealth Partners, LLC 0.03% New 1,197 $213K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 1,196 $213K
TrueWealth Advisors, LLC 0.07% New 1,180 $210K
Heartwood Wealth Advisors LLC 0.02% New 1,180 $210K
Dopkins Wealth Management, LLC 0.17% Reduce -55.2% 1,164 $207K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -24.4% 1,157 $206K
Hartford Financial Management Inc. 0.04% No change 1,150 $205K
Cidel Asset Management Inc. 0.01% Reduce -13.6% 1,147 $204K
NorthRock Partners, LLC 0.01% New 1,137 $203K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 1,134 $202K
EverSource Wealth Advisors, LLC 0.01% Add +0.7% 1,105 $197K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -20.0% 1,090 $194K
JFS Wealth Advisors, LLC 0.01% Add +0.8% 1,026 $183K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +384.6% 1,008 $180K
Walleye Capital LLC 0.00% Reduce -75.3% 1,005 $179K
Silver Oak Securities, Incorporated 0.02% New 978 $172K
Capstone Investment Advisors, LLC 0.01% Reduce -79.4% 946 $169K
Planning Capital Management Corp 0.11% Reduce -0.5% 922 $164K
Quadrant Capital Group LLC 0.01% No change 918 $164K
Plante Moran Financial Advisors, LLC 0.01% Add +195.5% 916 $163K
Caldwell Trust Co 0.02% No change 840 $150K
CI Investments Inc. 0.00% Reduce -6.9% 801 $143K
Penserra Capital Management LLC 0.00% Add +1.1% 794 $140K
Lummis Asset Management, LP 0.16% New 780 $139K
HM Payson & Co. 0.00% Add +3.0% 753 $134K
Emerald Mutual Fund Advisers Trust 0.01% No change 727 $129K
Harvest Fund Management Co., Ltd 0.01% No change 723 $129K
NBT Bank, N.A. 0.01% Add +299.4% 667 $119K
Compass Wealth Management LLC 0.03% No change 666 $119K
Larson Financial Group LLC 0.01% Reduce -43.2% 658 $117K
Shell Asset Management Co. 0.00% — 624 $111K
International Assets Investment Management, LLC 0.01% Add +0.3% 618 $110K
Parkside Financial Bank & Trust 0.02% Add +0.2% 610 $109K
UMB Bank, n.a. 0.00% Add +25.1% 589 $105K
CoreCap Advisors, LLC 0.00% Add +197.8% 548 $98K
Lindbrook Capital, LLC 0.01% Reduce -3.6% 541 $96K
Hemington Wealth Management 0.02% New 469 $91K
Brooklyn Investment Group 0.03% New 510 $91K
Tobam 0.02% No change 508 $90K
Alta Advisers Ltd 0.04% No change 500 $89K
Mechanics Financial Corp 0.04% No change 500 $89K
Monetary Management Group Inc. 0.02% No change 500 $89K
Venturi Wealth Management, LLC 0.00% Add +68.3% 488 $87K
Private Trust Co. NA 0.01% Reduce -30.6% 474 $84K
Bank & Trust Co 0.07% No change 462 $82K
Versant Capital Management, Inc 0.02% Add +0.7% 447 $80K
Cromwell Holdings LLC 0.05% No change 443 $79K
IFP Advisors, Inc 0.00% Reduce -84.9% 438 $78K
Mark Sheptoff Financial Planning, LLC 0.04% Add +0.7% 423 $75K
Zions Bancorporation, N.A. 0.01% Reduce -9.3% 408 $73K
Riggs Asset Managment Co. Inc. 0.02% No change 404 $72K
1620 Investment Advisors, Inc. 0.05% Reduce -50.0% 400 $71K
Exchange Traded Concepts, LLC 0.00% New 399 $71K
Quent Capital, LLC 0.01% Add +75.7% 397 $71K
Arax Advisory Partners 0.01% Add +9.1% 395 $70K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -6.3% 390 $70K
Concord Wealth Partners 0.01% Reduce -3.8% 381 $68K
Annapolis Financial Services, LLC 0.02% Add +150.7% 376 $67K
Catalyst Capital Advisors LLC 0.00% New 374 $67K
Planned Solutions, Inc. 0.03% New 370 $66K
Stone House Investment Management, LLC 0.01% No change 367 $65K
Deseret Mutual Benefit Administrators 0.03% No change 365 $65K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.8% 361 $64K
Avior Wealth Management, LLC 0.00% Reduce -0.3% 349 $62K
Covestor Ltd 0.04% Reduce -11.2% 350 $62K
Webster Bank, N. A. 0.01% No change 347 $62K
First Command Advisory Services, Inc. 0.00% No change 345 $61K
SOA Wealth Advisors, LLC. 0.01% Add +0.6% 336 $60K
Carmichael Hill & Associates, Inc. 0.02% No change 334 $59K
nVerses Capital, LLC 0.02% New 300 $53K
Park Place Capital Corp 0.02% Add +3.5% 297 $53K
Harbor Investment Advisory, LLC 0.01% Reduce -0.7% 297 $53K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -8.2% 293 $52K
Smithfield Trust Co 0.00% No change 292 $52K
Principal Securities, Inc. 0.00% Add +28.1% 278 $50K
Investors Research Corp 0.01% No change 277 $49K
LGT Financial Advisors LLC 0.12% Reduce -44.4% 270 $48K
Raleigh Capital Management Inc. 0.02% Add +3.1% 266 $47K
Silvant Capital Management LLC 0.00% No change 264 $47K
CVA Family Office, LLC 0.01% Add +2.9% 250 $45K
Towne Trust Company, N.A 0.02% No change 250 $45K
Earned Wealth Advisors, LLC 0.01% New 247 $44K
Mascoma Wealth Management LLC 0.01% Add +15.2% 242 $43K
Oakworth Capital, Inc. 0.00% Add +3.5% 240 $43K
TD Private Client Wealth LLC 0.00% Reduce -1.6% 240 $43K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +329.2% 206 $37K
SRH Advisors, LLC 0.01% No change 200 $36K
Hexagon Capital Partners LLC 0.01% Add +54.4% 193 $34K
Blue Bell Private Wealth Management, LLC 0.01% No change 182 $32K
Ashton Thomas Securities, LLC 0.01% New 180 $32K
HHM Wealth Advisors, LLC 0.00% No change 180 $32K
Asset Dedication, LLC 0.00% Reduce -0.6% 177 $32K
TFC Financial Management, Inc. 0.00% Add +0.6% 168 $30K
Plato Investment Management Ltd 0.00% Add +2300.0% 168 $30K
Prestige Wealth Management Group LLC 0.01% Reduce -95.1% 163 $29K
MV Capital Management, Inc. 0.00% Add +25.8% 156 $28K
Fortitude Family Office, LLC 0.01% Add +0.7% 152 $27K
Beach Investment Counsel Inc. 0.00% No change 152 $27K
Key Financial Inc 0.01% Add +3.7% 141 $25K
Citizens National Bank Trust Department 0.01% No change 140 $25K
Harbour Investments, Inc. 0.00% Reduce -1.5% 133 $24K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 132 $24K
Fourpath Capital Management, LLC 0.00% New 129 $23K
Motco 0.00% No change 128 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 120 $21K
Rise Advisors, LLC 0.01% Add +0.9% 117 $21K
Riverview Trust Co 0.02% No change 116 $21K
Gilliland Jeter Wealth Management LLC 0.01% No change 111 $20K
CNB Bank 0.01% No change 110 $20K
CGC Financial Services, LLC 0.01% New 110 $20K
Wolff Wiese Magana LLC 0.01% No change 107 $19K
Private Wealth Management Group, LLC 0.01% Add +0.9% 106 $19K
Glass Jacobson Investment Advisors llc 0.01% No change 96 $17K
Bruce G. Allen Investments, LLC 0.01% No change 93 $17K
WASHINGTON TRUST Co 0.00% Reduce -51.1% 92 $16K
Grove Bank & Trust 0.00% Add +35.8% 91 $16K
Piscataqua Savings Bank 0.01% No change 91 $16K
Concourse Financial Group Securities, Inc. 0.00% Reduce -33.1% 91 $16K
Criterion Capital Advisors, LLC 0.01% No change 107 $16K
MCF Advisors LLC 0.00% Add +14.7% 86 $15K
True Wealth Design, LLC 0.01% New 79 $14K
Delta Asset Management LLC 0.00% No change 79 $14K
Salomon & Ludwin, LLC 0.00% Add +47.2% 78 $14K
McIlrath & Eck, LLC 0.00% Add +1014.3% 78 $14K
Crewe Advisors LLC 0.00% No change 73 $13K
Rothschild Investment LLC 0.00% Add +14.5% 71 $13K
Headlands Technologies LLC 0.00% New 68 $12K
Capital Advisors, Ltd. LLC 0.00% No change 70 $12K
GW&K Investment Management, LLC 0.00% Add +4.5% 69 $12K
Costello Asset Management, INC 0.01% Add +9.1% 60 $11K
DiNuzzo Private Wealth, Inc. 0.00% Add +96.7% 59 $11K
Clearstead Trust, LLC 0.00% No change 59 $11K
HighMark Wealth Management LLC 0.01% Reduce -14.9% 57 $10K
Frazier Financial Advisors, LLC 0.01% Reduce -41.0% 56 $10K
DT Investment Partners, LLC 0.00% No change 55 $10K
PFS Partners, LLC 0.01% No change 53 $9K
Carolinas Wealth Consulting LLC 0.00% No change 52 $9K
Red Tortoise LLC 0.00% No change 52 $9K
Tucker Asset Management LLC 0.00% Reduce -25.0% 51 $9K
Tsfg, LLC 0.00% No change 51 $9K
Westside Investment Management, Inc. 0.00% No change 47 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -11.5% 46 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 46 $8K
AllSquare Wealth Management LLC 0.00% No change 46 $8K
AdvisorNet Financial, Inc 0.00% Add +16.7% 42 $7K
Rosenberg Matthew Hamilton 0.00% New 41 $7K
Coppell Advisory Solutions LLC 0.00% No change 41 $7K
WR Wealth Planners, LLC 0.00% No change 40 $7K
Coston, McIsaac & Partners 0.00% No change 43 $7K
Cullen/Frost Bankers, Inc. 0.00% Reduce -63.7% 37 $7K
First Pacific Financial 0.00% Add +12.1% 37 $7K
Reston Wealth Management LLC 0.00% New 37 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 36 $6K
Centennial Bank 0.00% No change 35 $6K
FSA Wealth Management LLC 0.00% — 35 $6K
Manchester Capital Management LLC 0.00% Add +61.9% 34 $6K
Avion Wealth 0.00% No change 34 $6K
Transamerica Financial Advisors, LLC 0.00% Reduce -99.4% 29 $6K
Hollencrest Capital Management 0.00% New 29 $5K
Continuum Advisory, LLC 0.00% Reduce -4.0% 24 $5K
Ridgewood Investments LLC 0.00% No change 24 $4K
Bell Investment Advisors, Inc 0.00% Add +14.3% 24 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 23 $4K
Heritage Wealth Advisors 0.00% New 23 $4K
Financial Management Professionals, Inc. 0.00% Add +53.9% 20 $4K
Abound Wealth Management 0.00% No change 21 $4K
GHP Investment Advisors, Inc. 0.00% No change 21 $4K
Colonial Trust Co / SC 0.00% Reduce -27.6% 21 $4K
Highline Wealth Partners LLC 0.00% Add +17.6% 20 $4K
Bogart Wealth, LLC 0.00% No change 20 $4K
Raffa Wealth Management, LLC 0.00% No change 19 $3K
Dunhill Financial, LLC 0.00% No change 15 $3K
Abich Financial Wealth Management LLC 0.01% Reduce -98.6% 14 $2K
Beacon Capital Management, LLC 0.00% New 14 $2K
New England Capital Financial Advisors LLC 0.00% Reduce -51.7% 14 $2K
SJS Investment Consulting Inc. 0.00% No change 12 $2K
Salem Investment Counselors Inc. 0.00% New 12 $2K
Northwest Capital Management Inc 0.00% No change 12 $2K
Sachetta, LLC 0.00% No change 11 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% New 11 $2K
Chilton Capital Management LLC 0.00% New 10 $2K
FinTrust Capital Advisors, LLC 0.00% No change 8 $1K
Iron Horse Wealth Management, LLC 0.00% No change 7 $1K
Nvwm, LLC 0.00% No change 6 $1K
Leonteq Securities AG 0.00% Reduce -45.5% 6 $1K
CENTRAL TRUST Co 0.00% New 6 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 6 $1K
Capital Analysts, LLC 0.00% No change 7 $1K
Cornerstone Planning Group LLC 0.00% Add +150.0% 5 $979
Caitlin John, LLC 0.00% No change 4 $917
JDM Financial Group LLC 0.00% New 5 $891
Global Financial Private Client, LLC 0.00% No change 5 $891
M&R Capital Management Inc. 0.00% No change 5 $891
Atlas Capital Advisors Inc. 0.00% No change 5 $890
Ascentis Independent Advisors 0.00% New 5 $890
Claris Advisors, LLC / Mo / 0.00% New 4 $712
Creative Financial Designs Inc. 0.00% No change 3 $543
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $357
Atwood & Palmer Inc. 0.00% New 2 $357
Bokf, NA 0.00% Reduce -90.9% 2 $345
Valued Wealth Advisors LLC 0.00% No change 1 $179
Aspect Partners, LLC 0.00% No change 1 $178
Rakuten Securities, Inc. 0.00% No change 1 $178
WestEnd Advisors, LLC 0.00% No change 1 $178
Ancora Advisors LLC 0.00% New 1 $178
Y.D. More Investments Ltd 0.00% Add +5.7% 93 $45
Householder Group Estate & Retirement Specialist, LLC 0.00% New 2 $0

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