Novo-Nordisk A/S-Spons ADRNVO

13F holders, Q2 2024 (June 30)
1,865holders +120
188new positions
78sold out
14famous investors
$142.64avg. 13F price*

At the end of Q2 2024, 1,865 institutions reported holding Novo-Nordisk A/S-Spons ADR (NVO) in their 13F filings, up 120 from Q1 2024. 188 opened new positions and 78 sold out. The largest holders were Jennison Associates LLC ($3.0B), FMR LLC ($2.8B) and Morgan Stanley ($2.1B). 14 famous investors held it, including Tom Gayner (3.0% of Markel Group's portfolio), Jim Simons / Peter Brown (2.2% of Renaissance Technologies's portfolio) and Chase Coleman (0.8% of Tiger Global Management's portfolio).

Company
Novo-Nordisk A/S-Spons ADR
CUSIP
670100205
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions188$797.2M
Exits78$216.3M

All 13F filers, Q1 2024 → Q2 2024: 26,506,560 shares bought and 15,651,742 shares sold, net +10,854,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,865 holders

Jennison Associates LLC 1.94% Add +0.7% 21,220,641 $3.0B
FMR LLC 0.18% Add +10.7% 19,494,642 $2.8B
Morgan Stanley 0.16% Add +21.6% 14,610,900 $2.1B
Bank of America Corp. 0.19% Add +8.7% 14,189,363 $2.0B
Fisher Asset Management 0.83% Reduce -2.6% 13,370,627 $1.9B
Fayez Sarofim & Co 4.83% Add +6.2% 12,552,088 $1.8B
T. Rowe Price Associates Inc. 0.16% Add +10.7% 9,503,764 $1.4B
Renaissance Technologies 2.22% Reduce -15.0% 9,165,374 $1.3B
Loomis Sayles & Co. L P 1.75% Add +0.5% 8,897,437 $1.3B
Folketrygdfondet 22.27% Add +0.9% 8,838,723 $1.3B
Polen Capital Management LLC 2.67% Reduce -4.1% 7,447,972 $1.1B
Capital International Investors 0.21% Reduce -1.8% 6,961,094 $1.0B
Everett Harris & Co. 11.87% Reduce -0.2% 6,484,754 $925.6M
State Street Corp. 0.04% Reduce -3.1% 6,370,053 $909.3M
State Farm Mutual Automobile Insurance Co. 0.79% No change 6,142,778 $876.8M
Royal Bank of Canada 0.20% Add +7.4% 5,901,988 $842.5M
BlackRock Inc. 0.02% Reduce -1.9% 5,462,145 $779.7M
JPMorgan Chase & Co. 0.06% Reduce -12.2% 4,936,869 $704.7M
Capital World Investors 0.10% Add +13.6% 4,463,885 $637.6M
Goldman Sachs Group Inc. 0.12% Reduce -16.3% 4,320,564 $616.7M
Envestnet Asset Management Inc. 0.21% Add +1.4% 4,254,180 $607.2M
GQG Partners LLC 0.91% Add +16.0% 4,214,216 $601.5M
Wells Fargo & Company 0.15% Add +3.4% 4,086,556 $583.3M
WCM Investment Management, LLC 1.38% Reduce -1.1% 4,034,795 $583.0M
Northern Trust Corp. 0.09% Add +3.4% 3,649,765 $521.0M
Nuveen Asset Management, LLC 0.15% Reduce -4.2% 3,518,996 $502.3M
Raymond James & Associates 0.33% Add +11.6% 3,507,198 $500.6M
Sustainable Growth Advisers, LP 2.12% Reduce -11.7% 3,361,344 $479.8M
Natixis Advisors, LLC 0.93% Add +0.0% 2,994,806 $427.5M
Amundi 0.12% Add +8.1% 2,338,564 $324.9M
Millennium Management 0.26% Add +592.4% 2,165,605 $309.1M
Markel Group 3.02% No change 2,150,000 $306.9M
Clearbridge Investments, LLC 0.25% Reduce -3.9% 2,140,714 $305.6M
Saturna Capital Corp. 4.05% Reduce -0.2% 2,136,005 $304.9M
Magellan Asset Management Ltd 2.59% New 1,903,280 $271.7M
Stifel Financial Corp. 0.28% Add +4.4% 1,772,032 $252.9M
1832 Asset Management L.P. 0.42% Reduce -31.7% 1,620,786 $231.4M
Dimensional Fund Advisors LP 0.06% Reduce -7.4% 1,619,739 $231.2M
DSM Capital Partners LLC 3.30% Add +257816.0% 1,593,921 $227.5M
American Century Companies Inc. 0.12% Add +2.4% 1,426,539 $203.6M
Corient Private Wealth LP 0.35% Add +6.8% 1,389,591 $198.4M
Citigroup Inc. 0.18% Add +1.7% 1,330,447 $189.9M
LPL Financial LLC 0.09% Add +12.0% 1,315,286 $187.7M
Tiger Global Management 0.84% No change 1,269,000 $181.1M
Bank of Montreal 0.05% Reduce -13.6% 1,200,307 $176.4M
Lazard Asset Management LLC 0.22% Reduce -6.7% 1,155,500 $164.9M
Ameriprise Financial Inc. 0.04% Reduce -0.2% 1,098,294 $157.0M
TD Asset Management Inc 0.14% Reduce -1.2% 1,061,591 $151.5M
Point72 Asset Management 0.45% New 960,854 $137.2M
UBS Group AG 0.04% Add +19.4% 914,199 $130.5M
Janus Henderson Group PLC 0.07% Reduce -32.2% 893,597 $127.6M
Groupama Asset Managment 1.73% Add +26.7% 879,546 $127.1M
Franklin Resources Inc. 0.04% Add +42.0% 880,247 $125.6M
Citadel Advisors 0.13% Reduce -9.9% 873,106 $124.6M
Focus Partners Wealth 0.40% Add +1341.9% 840,024 $119.9M
Baird Financial Group, Inc. 0.25% Reduce -7.3% 830,736 $118.6M
Invesco Ltd. 0.02% Reduce -3.8% 821,141 $117.2M
Bank of New York Mellon Corp 0.02% Add +1.7% 808,567 $115.4M
Artisan Partners Limited Partnership 0.17% Reduce -8.4% 800,170 $114.2M
Thrivent Financial for Lutherans 0.23% Reduce -40.8% 790,425 $112.8M
Ensign Peak Advisors, Inc 0.20% Add +32.5% 785,551 $112.1M
Adage Capital Partners Gp, L.L.C. 0.20% Reduce -7.2% 759,375 $108.4M
Saratoga Research & Investment Management 4.86% Reduce -4.5% 748,717 $106.9M
Thornburg Investment Management Inc. 1.49% Reduce -2.8% 740,368 $105.7M
Qube Research & Technologies Ltd 0.19% Add +0.9% 726,642 $103.7M
Sei Investments Co. 0.15% Reduce -4.8% 718,784 $102.6M
Artia Global Partners LP 25.33% No change 691,743 $98.7M
Marshall Wace, LLP 0.14% Add +34472.1% 691,441 $98.7M
Sofinnova Investments, Inc. 5.85% Add +6.2% 649,541 $92.7M
Clark Capital Management Group, Inc. 0.68% Add +1.9% 647,102 $92.4M
Sapient Capital LLC 1.89% Add +0.9% 635,850 $90.8M
Truist Financial Corp. 0.13% Reduce -1.2% 612,367 $87.4M
Cerity Partners LLC 0.24% Reduce -6.8% 608,703 $86.9M
DAVENPORT & Co LLC 0.54% Reduce -0.2% 603,441 $86.1M
Raymond James Financial Services Advisors, Inc. 0.12% Add +10.8% 599,711 $85.6M
PNC Financial Services Group, Inc. 0.05% Reduce -1.7% 565,459 $80.7M
Rockefeller Capital Management L.P. 0.23% Reduce -3.4% 555,800 $79.3M
Armistice Capital, LLC 2.03% Add +36.0% 544,000 $77.7M
Vantage Investment Partners, LLC 6.92% Reduce -10.8% 534,771 $76.3M
HighTower Advisors, LLC 0.11% Add +6.6% 510,365 $72.9M
Commonwealth Equity Services, LLC 0.11% Add +23.8% 505,992 $72.2M
Cibc World Market Inc. 0.18% Add +29.3% 499,396 $71.3M
Nichols & Pratt Advisers LLP 4.79% Reduce -0.1% 496,215 $70.8M
Main Street Research LLC 4.34% Reduce -0.3% 461,087 $65.8M
Northwestern Mutual Wealth Management Co. 0.06% Add +5.8% 448,510 $64.0M
United Capital Financial Advisors, LLC 0.55% Reduce -7.7% 443,967 $63.4M
Moran Wealth Management, LLC 2.04% Reduce -1.2% 434,831 $62.1M
Van Eck Associates Corp. 0.09% Add +4.9% 427,832 $61.1M
Capital Fund Management S.A. 0.68% Reduce -45.3% 421,010 $60.1M
Assetmark, Inc. 0.19% Add +0.4% 420,329 $60.0M
Arrowstreet Capital, Limited Partnership 0.05% New 395,898 $56.5M
M&T Bank Corp 0.19% Add +211.3% 392,676 $56.1M
First Trust Advisors LP 0.06% Reduce -23.4% 392,420 $56.0M
Townsquare Capital LLC 0.76% Add +13.5% 389,980 $55.7M
Oppenheimer Asset Management Inc. 0.71% Add +13.1% 389,476 $55.6M
Balyasny Asset Management L.P. 0.14% New 383,644 $54.8M
Modera Wealth Management, LLC 0.79% Reduce -7.0% 376,986 $53.8M
Osaic Holdings, Inc. 0.13% Add +3.3% 375,918 $53.7M
Russell Investments Group, Ltd. 0.09% Reduce -17.6% 375,061 $53.6M
Walleye Trading LLC 1.03% Add +26.1% 367,702 $52.5M
US Bancorp \de 0.07% Reduce -7.0% 366,604 $52.3M
Acadian Asset Management LLC 0.15% Reduce -71.9% 349,954 $49.9M
Susquehanna International Group, LLP 0.09% Reduce -67.6% 348,807 $49.8M
Mariner, LLC 0.10% Add +9.2% 343,357 $49.0M
Allspring Global Investments Holdings, LLC 0.08% Add +4.6% 327,840 $46.8M
Capital Group Private Client Services, Inc. 0.46% Reduce -2.9% 324,427 $46.3M
NewEdge Advisors, LLC 0.33% Add +255.2% 318,580 $45.5M
Penbrook Management LLC 27.24% No change 312,600 $44.6M
Beacon Investment Advisory Services, Inc. 1.88% Reduce -4.7% 306,608 $43.8M
Calamos Advisors LLC 0.31% Reduce -1.3% 304,343 $43.4M
Jane Street Group, LLC 0.05% Reduce -8.9% 301,201 $43.0M
Glenmede Trust Co. NA 0.22% Add +5.0% 300,573 $42.9M
Traynor Capital Management, Inc. 3.57% Add +17.6% 295,385 $42.2M
Cetera Investment Advisers 0.10% Add +9.5% 290,845 $41.5M
Pathstone Holdings, LLC 0.19% Add +4.4% 289,495 $41.3M
Jia Investment Alliance Pte. LTD. 4.38% No change 287,600 $41.1M
Martin Investment Management, LLC 10.52% Reduce -3.2% 287,212 $41.0M
Cutter & CO Brokerage, Inc. 9.83% Reduce -1.1% 284,178 $40.6M
Dillon & Associates Inc. 5.90% Add +1.6% 282,146 $40.3M
Creative Planning 0.04% Add +8.8% 281,596 $40.2M
Mirae Asset Global Investments Co., Ltd. 0.20% Add +13.2% 276,599 $40.0M
Orion Porfolio Solutions, LLC 0.41% Reduce -8.6% 273,925 $39.1M
Orion Portfolio Solutions, LLC 0.41% Reduce -8.6% 273,925 $39.1M
Cambridge Investment Research Advisors, Inc. 0.14% Add +38.8% 273,636 $39.1M
Janney Montgomery Scott LLC 0.12% Reduce -19.0% 268,584 $38.3M
National Bank of Canada 0.06% Reduce -41.2% 261,387 $37.9M
MML Investors Services, LLC 0.15% Reduce -9.4% 259,871 $37.1M
Sanctuary Advisors, LLC 0.27% — 291,759 $37.0M
Alyeska Investment Group, L.P. 0.21% New 256,992 $36.7M
Barclays PLC 0.02% Reduce -20.9% 255,094 $36.4M
O'shaughnessy Asset Management, LLC 0.37% Add +6.0% 252,465 $36.0M
Wealth Enhancement Advisory Services, LLC 0.09% Add +22.6% 252,092 $36.0M
Neuberger Berman Group LLC 0.03% Add +122.1% 250,915 $35.8M
Scotia Capital Inc. 0.21% Add +11.6% 248,496 $35.5M
QRG Capital Management, Inc. 0.41% Add +4.3% 242,960 $34.7M
Aberdeen Group plc 0.07% Add +0.0% 241,384 $34.5M
Trillium Asset Management, LLC 0.86% Reduce -1.4% 237,279 $33.9M
Parkwood LLC 4.19% Add +35.0% 236,039 $33.7M
South Street Advisors LLC 5.01% Reduce -1.4% 231,519 $33.0M
McGowan Group Asset Management, Inc. 4.64% Add +0.6% 228,477 $32.6M
Segall Bryant & Hamill, LLC 0.57% Reduce -9.2% 224,618 $32.1M
MayTech Global Investments, LLC 4.77% Add +1.8% 223,077 $31.8M
JLB & Associates Inc. 4.25% Reduce -3.8% 220,483 $31.5M
Carnegie Investment Counsel 0.95% Add +1.1% 214,566 $30.6M
Bar Harbor Wealth Management 2.02% Reduce -10.4% 213,198 $30.4M
Guardian Capital LP 1.13% Reduce -0.7% 209,858 $30.0M
Federated Hermes, Inc. 0.07% Reduce -5.7% 209,711 $29.9M
Meritage Portfolio Management 1.86% Reduce -13.9% 206,023 $29.4M
Dividend Assets Capital, LLC 5.99% Add +1.4% 205,819 $29.4M
Mercer Global Advisors Inc. 0.08% Add +4.1% 204,581 $29.2M
Cim, LLC 4.34% Reduce -0.9% 220,373 $28.8M
Prio Wealth Limited Partnership 0.86% Add +3.2% 201,898 $28.8M
Fiduciary Trust Co 0.43% Reduce -3.1% 201,274 $28.7M
Palisade Capital Management, LP 0.88% Add +0.9% 201,272 $28.7M
State of Michigan Retirement System 0.15% No change 200,000 $28.5M
Clifford Swan Investment Counsel LLC 1.04% Reduce -2.1% 195,118 $27.9M
TD Waterhouse Canada Inc. 0.25% Add +44.4% 188,251 $27.4M
Pictet Asset Management Holding SA 0.03% Reduce -21.0% 192,185 $27.4M
Mogy Joel R Investment Counsel Inc. 1.73% Add +7.5% 190,730 $27.2M
Steward Partners Investment Advisory, LLC 0.28% Add +4.2% 189,458 $27.0M
Atria Investments, Inc 0.35% Add +4.7% 188,542 $26.9M
Quantinno Capital Management LP 0.47% Add +53.9% 184,986 $26.4M
Hantz Financial Services, Inc. 0.51% Add +10.5% 184,987 $26.4M
Walleye Capital LLC 0.30% Add +74.7% 182,685 $26.1M
Walter Public Investments Inc. 4.98% Reduce -0.1% 182,374 $26.0M
F/m Investments LLC 0.94% New 181,515 $25.9M
Ethic Inc. 0.61% Add +8.2% 181,494 $25.9M
Twin Tree Management, LP 0.75% Add +46.4% 179,058 $25.6M
Hutchinson Capital Management 5.14% Add +0.2% 175,974 $25.1M
Charles Schwab Investment Management Inc. 0.00% Add +37.1% 175,595 $25.1M
Soros Fund Management 0.78% Reduce -78.1% 175,000 $25.0M
DE Burlo Group Inc. 3.31% Add +40.3% 172,580 $24.6M
Atwater Malick LLC 8.29% Reduce -0.1% 168,500 $24.1M
Marietta Investment Partners LLC 5.22% Reduce -1.6% 166,437 $23.8M
Oppenheimer & Co. Inc. 0.37% Reduce -1.6% 164,348 $23.5M
Beese Fulmer Investment Management, Inc. 2.13% Add +0.7% 163,818 $23.4M
CI Investments Inc. 0.09% Reduce -1.1% 163,247 $23.3M
Captrust Financial Advisors 0.07% Add +7.3% 160,823 $23.0M
Two Sigma Advisers, LP 0.05% Add +13.3% 158,900 $22.7M
Voya Investment Management LLC 0.03% Add +24.3% 158,358 $22.6M
Kornitzer Capital Management Inc. 0.42% Add +0.6% 156,165 $22.3M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Reduce -15.9% 155,727 $22.2M
Deutsche Bank AG 0.01% Add +1.1% 151,920 $21.7M
Lido Advisors, LLC 0.18% Add +3.6% 151,662 $21.6M
Performance Wealth Partners, LLC 0.79% Add +136.7% 150,718 $21.5M
Destination Wealth Management 0.71% Add +4218.7% 150,118 $21.4M
Cumberland Partners Ltd 1.55% Reduce -3.0% 149,653 $21.4M
Hardman Johnston Global Advisors LLC 0.82% Reduce -11.5% 148,778 $21.2M
Northstar Asset Management Inc. 5.42% Reduce -1.6% 148,712 $21.2M
Segment Wealth Management, LLC 1.57% Reduce -2.6% 148,689 $21.2M
Generate Investment Management Ltd 1.54% Reduce -1.9% 148,363 $21.2M
Rock Springs Capital Management LP 0.64% No change 147,500 $21.1M
Eversept Partners, LP 1.61% Add +135.7% 146,956 $21.0M
Senator Investment Group LP 1.01% Reduce -3.3% 145,000 $20.7M
Cresset Asset Management, LLC 0.09% Add +14.8% 142,778 $20.4M
Birch Capital Management, LLC 10.48% Reduce -1.7% 141,263 $20.2M
Franchise Capital Ltd 4.70% No change 136,172 $19.4M
Kestra Advisory Services, LLC 0.11% Add +16.4% 145,095 $19.3M
Manufacturers Life Insurance Company, The 0.02% Add +2.2% 131,876 $18.8M
HWG Holdings LP 6.84% — 130,604 $18.6M
Hikari Power Ltd 1.68% No change 130,300 $18.6M
Guardian Capital Advisors LP 1.97% Reduce -7.4% 129,766 $18.5M
Shikiar Asset Management Inc. 5.35% Reduce -1.4% 128,035 $18.3M
Navellier & Associates Inc. 2.11% Add +10.5% 125,811 $18.0M
Headinvest, LLC 3.50% Reduce -3.2% 124,622 $17.8M
Motley Fool Wealth Management, LLC 0.90% Reduce -4.0% 123,864 $17.6M
Foundations Investment Advisors, LLC 0.43% Add +25.5% 123,637 $17.6M
Simplicity Wealth,LLC 0.40% Reduce -20.1% 123,440 $17.6M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -8.3% 122,512 $17.5M
Stephens Inc. 0.26% Add +24.6% 121,296 $17.3M
Bleakley Financial Group, LLC 0.50% Reduce -20.4% 121,007 $17.3M
Cabot Wealth Management Inc. 2.23% Reduce -1.3% 119,106 $17.0M
Silvercrest Asset Management Group LLC 0.12% Reduce -11.3% 118,870 $17.0M
Simplex Trading, LLC 0.54% Reduce -38.1% 117,367 $16.8M
Borer Denton & Associates, Inc. 5.97% Reduce -0.7% 115,222 $16.4M
Cullen/Frost Bankers, Inc. 0.24% Add +0.4% 115,005 $16.4M
Brown Advisory Inc. 0.02% Add +5.0% 114,991 $16.4M
Vanguard Personalized Indexing Management, LLC 0.31% Add +13.1% 114,486 $16.0M
Park Avenue Securities LLC 0.19% Add +7.6% 110,771 $15.8M
Eagle Global Advisors LLC 0.83% Reduce -1.1% 110,598 $15.8M
Alta Capital Management LLC/ 0.99% New 109,912 $15.7M
Ritholtz Wealth Management 0.52% Add +0.7% 109,551 $15.6M
Obermeyer Wealth Partners 0.89% Add +451.6% 108,678 $15.5M
Two Sigma Securities, LLC 0.74% Add +20.6% 108,626 $15.5M
Gunderson Capital Management LLC 6.60% Add +25.9% 107,757 $15.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.46% Add +1.5% 107,241 $15.3M
Lynch Asset Management, Inc. 6.39% Reduce -1.9% 104,800 $15.0M
Laird Norton Wetherby Wealth Management, LLC 0.70% Reduce -0.5% 104,424 $14.9M
Magnetar Financial LLC 0.35% Reduce -40.1% 102,492 $14.6M
Sit Investment Associates Inc. 0.34% Add +8.6% 102,312 $14.6M
Foresight Global Investors, Inc. 6.98% Reduce -31.7% 101,702 $14.5M
Raymond James Trust N.A. 0.34% Add +1.7% 101,101 $14.4M
Wedbush Securities Inc. 0.52% Add +1.5% 100,827 $14.4M
Nemes Rush Group LLC 1.97% Add +6.5% 100,278 $14.3M
Snowden Capital Advisors LLC 0.43% Add +1.7% 100,131 $14.3M
Avantax Advisory Services, Inc. 0.10% Add +134.6% 97,686 $13.9M
Hodges Capital Management Inc. 0.93% Reduce -38.7% 97,568 $13.9M
Unisphere Establishment 0.14% No change 97,500 $13.9M
Cwm, LLC 0.07% Reduce -8.3% 97,447 $13.9M
Euro Pacific Asset Management, LLC 2.75% Reduce -2.1% 96,362 $13.9M
Bard Financial Services, Inc. 1.43% Add +2.4% 97,165 $13.9M
Gerber Kawasaki Wealth & Investment Management 0.69% Add +5.1% 96,957 $13.8M
Harbour Trust & Investment Management Co 1.62% Add +39.0% 95,353 $13.6M
Advisory Services Network, LLC 0.28% Add +13.9% 95,086 $13.6M
Tocqueville Asset Management L.P. 0.22% Reduce -9.7% 94,332 $13.5M
Private Advisor Group, LLC 0.09% Reduce -0.9% 94,137 $13.4M
W1M Asset Management Ltd 1.12% New 92,914 $13.3M
Smithbridge Asset Management Inc. 2.74% Reduce -0.2% 92,327 $13.2M
Sivik Global Healthcare LLC 5.74% Reduce -2.7% 90,000 $12.8M
BNP Paribas Financial Markets 0.01% Reduce -78.9% 89,517 $12.8M
Group One Trading LLC 0.40% Add +0.7% 88,918 $12.7M
Harbour Investment Management LLC 5.85% Reduce -4.1% 88,766 $12.7M
Squarepoint Ops LLC 0.05% Add +184.8% 88,225 $12.6M
Transform Wealth, LLC 0.93% Add +2.5% 86,953 $12.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 86,678 $12.4M
Lester Murray Antman dba SimplyRich 3.91% Reduce 0.0% 86,524 $12.3M
Equitable Trust Co. 0.85% Add +3.1% 86,078 $12.3M
Hudson Bay Capital Management LP 0.11% New 86,000 $12.3M
RKL Wealth Management LLC 1.16% Reduce -3.3% 84,070 $12.0M
Rothschild Investment LLC 0.83% Add +13.9% 83,844 $12.0M
Rwa Wealth Partners, LLC 0.16% Reduce -4.9% 83,573 $11.9M
FFG Partners, LLC 4.98% Reduce -19.8% 83,076 $11.9M
Advisors Asset Management, Inc. 0.23% Add +22.0% 83,068 $11.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -0.3% 83,039 $11.9M
St Germain D J Co. Inc. 0.57% Reduce -1.9% 82,839 $11.8M
JARISLOWSKY, FRASER Ltd 0.07% Reduce -31.7% 81,357 $11.6M
Blair William & Co. 0.04% Add +13.2% 80,415 $11.5M
Victory Capital Management Inc. 0.01% Reduce -17.7% 80,356 $11.5M
Independent Financial Group, LLC 0.46% Add +51.5% 79,842 $11.4M
New York State Common Retirement Fund 0.01% Reduce -15.1% 79,133 $11.3M
Signaturefd, LLC 0.23% Add +2.3% 78,331 $11.2M
Sphera Funds Management LTD. 1.82% Reduce -6.0% 78,080 $11.1M
Massachusetts Financial Services Co. 0.00% Add +2.5% 77,494 $11.1M
Wendell David Associates Inc. 1.12% Reduce -0.1% 77,122 $11.0M
Alpha Cubed Investments, LLC 0.52% Add +27.8% 77,055 $11.0M
Prospera Financial Services Inc 0.30% Add +9.0% 75,908 $10.8M
Whittier Trust Co. of Nevada Inc. 0.30% Reduce -0.8% 75,696 $10.8M
Wolverine Trading, LLC 0.18% Add +91.0% 75,053 $10.7M
Bartlett & Co. Wealth Management LLC 0.16% No change 73,965 $10.6M
Prime Capital Investment Advisors, LLC 0.16% Reduce -13.4% 73,688 $10.5M
Bessemer Group Inc. 0.02% Add +0.1% 73,397 $10.5M
Heirloom Wealth Management 3.39% Reduce -1.0% 73,285 $10.5M
AMJ Financial Wealth Management 3.25% Reduce -0.8% 73,155 $10.4M
Van Hulzen Asset Management, LLC 0.69% No change 71,890 $10.3M
First Trust Direct Indexing L.P. 0.63% Add +4.0% 71,630 $10.2M
Shorepoint Capital Partners LLC 2.39% Reduce -2.3% 71,468 $10.2M
Ipswich Investment Management Co., Inc. 2.38% Reduce -1.8% 71,117 $10.2M
Banco Santander, S.A. 0.12% Reduce -11.7% 70,253 $10.0M
Independent Advisor Alliance 0.34% Add +5.2% 70,149 $10.0M
Teamwork Financial Advisors, LLC 1.47% New 69,470 $9.9M
Nilsine Partners, LLC 1.33% Reduce -1.7% 69,311 $9.9M
Level Four Advisory Services, LLC 0.44% Add +25.4% 68,499 $9.8M
Sowell Financial Services LLC 0.47% Add +8.4% 68,446 $9.8M
JW Asset Management, LLC 4.01% No change 68,200 $9.7M
Atika Capital Management LLC 1.13% Reduce -32.3% 68,000 $9.7M
Bradley Foster & Sargent Inc. 0.17% Add +4.6% 67,244 $9.6M
CIBC Asset Management Inc 0.03% Reduce -4.3% 67,064 $9.6M
Pittenger & Anderson Inc. 0.39% Reduce -2.8% 67,007 $9.6M
Greenfield Seitz Capital Management, LLC 3.54% Reduce -4.2% 66,912 $9.6M
Wisconsin Capital Management LLC 4.83% No change 66,829 $9.5M
EP Wealth Advisors, LLC 0.10% Add +37.6% 65,844 $9.4M
Moody LYNN Lieberson & Walker, LLC 0.61% Add +0.1% 65,040 $9.3M
Cyrus J. Lawrence, LLC 1.85% Add +1.1% 64,018 $9.1M
Tri Locum Partners LP 2.30% New 63,811 $9.1M
Compagnie Lombard Odier SCmA 0.15% Reduce -0.1% 63,745 $9.1M
McKinley Carter Wealth Services, Inc. 0.58% Add +1.7% 63,559 $9.1M
EagleClaw Capital Managment, LLC 1.63% Reduce -0.8% 63,275 $9.0M
Prudential Financial Inc. 0.01% Add +6.7% 63,244 $9.0M
L & S Advisors Inc 1.16% Reduce -4.7% 63,072 $9.0M
Equitable Holdings, Inc. 0.09% Add +14.5% 63,002 $9.0M
Triasima Portfolio Management inc. 0.82% Reduce -0.1% 62,772 $9.0M
Pinnacle Financial Partners Inc 0.19% Add +1173.3% 62,377 $8.9M
Hilton Capital Management, LLC 0.75% Add +5.5% 62,269 $8.9M
Wesbanco Bank Inc. 0.33% Add +62.3% 61,988 $8.8M
Naviter Wealth, LLC 1.32% Add +1.7% 61,905 $8.8M
Zweig-DiMenna Associates LLC 0.99% Add +17.5% 61,100 $8.7M
Rhumbline Advisers 0.01% Add +0.4% 60,974 $8.7M
Harmony Asset Management LLC 3.64% Add +5.2% 60,827 $8.7M
Geneva Partners, LLC 3.57% Reduce -1.5% 60,712 $8.7M
Capital Advisors Inc. 0.18% Reduce -11.5% 88,446 $8.6M
CIBC Private Wealth Group LLC 0.02% Reduce -4.8% 59,607 $8.5M
Procyon Advisors, LLC 0.63% Add +4.0% 59,639 $8.5M
B. Riley Wealth Advisors, Inc. 0.22% Add +10.2% 59,506 $8.5M
Edge Capital Group, LLC 0.41% Reduce -17.3% 59,369 $8.5M
Stansberry Asset Management, LLC 1.18% Add +13.9% 59,281 $8.5M
Keybank National Association 0.03% Add +2.4% 59,001 $8.4M
LMR Partners LLP 0.23% Reduce -0.9% 58,135 $8.3M
Alliancebernstein L.P. 0.00% Add +46.3% 58,022 $8.3M
Hayek Kallen Investment Management 3.08% Reduce -1.2% 57,910 $8.3M
Round Hill Asset Management 5.27% Reduce -2.0% 57,899 $8.3M
SouthState Bank Corp 0.60% Reduce -3.1% 57,567 $8.2M
Employees Retirement System of Texas 0.09% Add +6.7% 57,514 $8.2M
NWK Group, Inc. 3.45% Add +0.2% 57,483 $8.2M
Portside Wealth Group, LLC 1.55% Reduce -0.6% 56,815 $8.1M
Altrafin AG 2.99% Reduce -0.0% 56,627 $8.1M
Wilson & Boucher Capital Management, LLC 6.15% Add +3.8% 56,188 $8.0M
Henry James International Management Inc. 2.82% Add +3.8% 55,764 $8.0M
HUB Investment Partners, LLC 0.38% Add +9.1% 55,616 $7.9M
Pictet North America Advisors SA 0.86% New 55,217 $7.9M
Yousif Capital Management, LLC 0.09% Reduce -6.5% 55,143 $7.9M
HSBC Holdings PLC 0.01% Add +19.4% 54,804 $7.9M
Dorsey Wright & Associates 2.02% Reduce -3.3% 54,585 $7.8M
Fred Alger Management, LLC 0.04% Add +38.4% 54,493 $7.8M
Aperture Investors, LLC 1.14% No change 54,460 $7.8M
CPC Advisors, LLC 1.27% Add +3.2% 54,096 $7.7M
Eukles Asset Management 3.33% Reduce -0.7% 53,955 $7.7M
Arjuna Capital 2.05% Reduce -0.0% 53,383 $7.6M
First American Trust, FSB 0.76% Add +1.0% 53,256 $7.6M
Summit Global Investments 0.55% Add +91.1% 53,127 $7.6M
SG Americas Securities, LLC 0.05% Reduce -88.3% 53,007 $7.6M
Fifth Third Bancorp 0.03% Reduce -1.1% 52,984 $7.6M
William Blair Investment Management, LLC 0.02% Reduce -0.9% 52,943 $7.6M
Synovus Financial Corp. 0.10% Add +1.3% 52,013 $7.4M
Black Swift Group, LLC 1.72% Reduce -11.9% 52,000 $7.4M
Norden Group LLC 1.49% Add +73.1% 51,772 $7.4M
Parallel Advisors, LLC 0.19% Add +0.1% 51,263 $7.3M
Stratos Investment Management, LLC 0.61% Add +5.9% 51,224 $7.3M
Capital Research Global Investors 0.00% Add +6.3% 50,217 $7.3M
Bremer Bank National Association 1.42% Reduce -2.1% 50,812 $7.3M
Ingalls & Snyder LLC 0.31% Add +64.4% 50,648 $7.2M
Capital International, Inc. 0.10% Add +10.1% 50,023 $7.1M
Artemis Wealth Advisors, LLC 1.14% No change 50,000 $7.1M
Calamos Wealth Management LLC 0.39% Add +7.2% 49,867 $7.1M
Concentric Capital Strategies, LP 0.44% Add +93.2% 49,781 $7.1M
Polar Asset Management Partners Inc. 0.28% Add +63.2% 49,600 $7.1M
Channel Wealth LLC 2.57% Add +42.4% 49,597 $7.1M
Americana Partners, LLC 0.55% Add +3.5% 49,368 $7.0M
Beacon Pointe Advisors, LLC 0.08% Reduce -6.0% 49,213 $7.0M
Busey Bank 0.24% Add +4.2% 49,159 $7.0M
Means Investment Co., Inc. 0.84% Add +24.0% 49,070 $7.0M
Princeton Capital Management LLC 2.27% Add +0.7% 48,857 $7.0M
Baldwin Wealth Partners LLC 0.54% Reduce -0.2% 48,788 $7.0M
Roundview Capital LLC 0.55% Reduce -2.0% 48,783 $7.0M
MAI Capital Management 0.07% Reduce -3.3% 48,667 $6.9M
Fairfield Financial Advisors, LTD 2.04% — 48,463 $6.9M
Cardinal Capital Management 1.16% Reduce -29.7% 48,312 $6.9M
Comgest Global Investors S.A.S. 0.09% Reduce -11.7% 47,754 $6.8M
Concourse Financial Group Securities, Inc. 0.42% Reduce -0.4% 47,082 $6.7M
Gabelli Funds LLC 0.05% Add +35.7% 46,963 $6.7M
D. E. Shaw & Co. 0.01% Reduce -65.8% 46,700 $6.7M
O'Neil Global Advisors, Inc. 3.12% New 46,474 $6.6M
Penserra Capital Management LLC 0.08% Add +51.6% 46,332 $6.6M
Boston Common Asset Management, LLC 0.17% Reduce -7.7% 46,174 $6.6M
Baron Capital (BAMCO) 0.02% Reduce -11.9% 45,982 $6.6M
Exchange Traded Concepts, LLC 0.17% New 45,592 $6.5M
Choreo, LLC 0.11% Add +1133.5% 44,738 $6.5M
Atria Wealth Solutions, Inc. 0.07% Add +13.8% 45,131 $6.4M
Whittier Trust Co. 0.09% Add +3.5% 44,681 $6.4M
Stiles Financial Services Inc 2.44% Add +1.2% 44,526 $6.4M
Norman Fields, Gottscho Capital Management, LLC 2.22% Reduce -0.3% 44,427 $6.3M
Capital Insight Partners, LLC 1.19% Reduce -2.5% 44,275 $6.3M
Gratus Capital, LLC 0.25% Add +39.5% 44,186 $6.3M
Sentinel Trust Co. Lba 0.78% No change 44,172 $6.3M
Bfsg, LLC 0.80% Reduce -5.6% 43,955 $6.3M
Riggs Asset Managment Co. Inc. 1.87% Reduce -0.1% 43,952 $6.3M
Boston Financial Mangement LLC 0.20% Add +0.1% 43,482 $6.2M
Thoroughbred Financial Services, LLC 0.41% Add +101.8% 43,425 $6.2M
Choate Investment Advisors 0.16% Reduce -1.9% 43,387 $6.2M
Boston Family Office LLC 0.44% Reduce -6.0% 43,244 $6.2M
Qtron Investments LLC 0.89% No change 43,021 $6.1M
Frank, Rimerman Advisors LLC 0.43% Add +14835.8% 43,015 $6.1M
Brown, Lisle/Cummings, Inc. 2.00% Reduce -2.4% 42,995 $6.1M
Zevin Asset Management LLC 0.99% New 42,971 $6.1M
Elevation Point Wealth Partners, LLC 0.48% Reduce -32.0% 42,573 $6.1M
Castellan Group 2.89% Add +5.4% 42,471 $6.1M
DGS Capital Management, LLC 1.70% Reduce -1.2% 42,384 $6.0M
UMB Bank, n.a. 0.10% Reduce -6.7% 42,212 $6.0M
Hussman Strategic Advisors, Inc. 1.65% Add +33.3% 42,000 $6.0M
Eldred Rock Partners, LLC 2.49% Add +34.6% 41,690 $6.0M
Benson Investment Management Company, Inc. 2.45% Reduce -0.1% 41,521 $5.9M
ICW Investment Advisors LLC 2.69% Reduce -2.0% 41,497 $5.9M
Benedict Financial Advisors Inc. 1.50% Reduce -2.9% 41,398 $5.9M
Nicollet Investment Management, Inc. 2.20% Reduce -1.4% 41,195 $5.9M
Principal Securities, Inc. 0.16% Add +20.1% 41,079 $5.9M
NewEdge Wealth, LLC 0.13% Reduce -1.1% 40,979 $5.8M
Penobscot Investment Management Company, Inc. 0.56% Add +5.3% 40,799 $5.8M
Hamilton Wealth, LLC 1.54% Reduce -36.9% 40,283 $5.7M
Regions Financial Corp. 0.04% Reduce -8.4% 40,249 $5.7M
Kestra Private Wealth Services, LLC 0.11% Reduce -2.7% 40,141 $5.7M
Crossmark Global Holdings, Inc. 0.11% Add +3.8% 40,057 $5.7M
Federation des caisses Desjardins du Quebec 0.03% Reduce -21.4% 40,001 $5.7M
Renaissance Investment Group LLC 1.24% Add +3.0% 40,641 $5.7M
Peterson Wealth Services 1.99% Add +0.8% 39,946 $5.7M
Souders Financial Advisors 0.85% Add +0.6% 39,696 $5.7M
NorthCoast Asset Management LLC 0.05% New 39,665 $5.7M
Simplify Asset Management Inc. 0.49% New 39,427 $5.6M
D.A. Davidson & Co. 0.05% Add +25.5% 38,813 $5.5M
Brookmont Capital Management 3.01% Reduce -1.6% 38,562 $5.5M
Valeo Financial Advisors, LLC 0.17% Add +2.8% 38,557 $5.5M
Boothbay Fund Management, LLC 0.19% Reduce -32.6% 38,374 $5.5M
Parallax Volatility Advisers, L.P. 0.16% Add +390.3% 38,176 $5.4M
Apollon Wealth Management, LLC 0.16% Reduce -1.7% 37,929 $5.4M
NewSquare Capital LLC 0.46% Add +9.2% 37,660 $5.4M
Union Heritage Capital, LLC 2.11% No change 37,528 $5.4M
Icon Wealth Advisors, LLC 0.48% Add +36.1% 40,366 $5.4M
OneDigital Investment Advisors LLC 0.07% Add +117.2% 37,500 $5.4M
Quadrant Capital Group LLC 0.39% Add +3.2% 37,195 $5.3M
Dakota Wealth Management 0.12% Reduce -2.4% 36,863 $5.3M
Great Valley Advisor Group, Inc. 0.15% Add +4.5% 36,856 $5.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -17.2% 36,608 $5.2M
Great Diamond Partners, LLC 1.23% Reduce -0.3% 36,540 $5.2M
JCIC Asset Management Inc. 2.13% Add +31.9% 36,329 $5.2M
Greenleaf Trust 0.05% Reduce -0.3% 36,207 $5.2M
Verdence Capital Advisors LLC 0.46% Reduce -0.1% 36,156 $5.2M
Vident Advisory, LLC 0.14% Add +14.1% 35,967 $5.1M
Brown Brothers Harriman & Co. 0.04% Add +52.3% 35,679 $5.1M
Concurrent Investment Advisors, LLC 0.17% Add +1.6% 35,624 $5.1M
Greenwood Capital Associates LLC 0.67% Add +1.4% 35,464 $5.1M
Guggenheim Capital LLC 0.04% Add +7.8% 35,408 $5.1M
Pinpoint Asset Management Ltd 0.71% Reduce -4.5% 35,366 $5.0M
Clean Yield Group 1.88% Reduce -2.5% 35,170 $5.0M
Toronto Dominion Bank 0.01% Reduce -5.1% 34,721 $5.0M
North Star Asset Management Inc. 0.23% Reduce -1.6% 34,598 $4.9M
Ieq Capital, LLC 0.07% Add +0.4% 34,404 $4.9M
Freestone Capital Holdings, LLC 0.18% Reduce -0.3% 34,253 $4.9M
Texas Yale Capital Corp. 0.23% Add +2.8% 34,241 $4.9M
Pinnacle Associates Ltd. 0.08% Reduce -0.3% 33,722 $4.8M
Schechter Investment Advisors, LLC 0.36% Add +1.1% 33,519 $4.8M
Wambolt & Associates, LLC 1.39% Add +8.2% 32,759 $4.8M
Lowe Brockenbrough & Co. Inc. 0.32% Reduce -3.3% 33,250 $4.7M
Fortis Capital Management LLC 1.00% New 32,994 $4.7M
Coatue Management 0.02% Reduce -89.3% 32,896 $4.7M
Compound Planning, Inc. 0.35% Add +17.7% 32,876 $4.7M
Integrated Wealth Concepts LLC 0.06% Reduce -2.3% 32,550 $4.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Add +61.6% 32,805 $4.6M
Global Retirement Partners, LLC 0.14% Add +106.5% 32,357 $4.6M
Kavar Capital Partners Group, LLC 0.83% Reduce -0.3% 32,173 $4.6M
Venturi Wealth Management, LLC 0.27% Add +20.2% 32,012 $4.6M
Private Trust Co. NA 0.49% Reduce -2.8% 31,951 $4.6M
Donaldson Capital Management, LLC 0.19% Reduce -2.1% 31,927 $4.6M
Sequoia Financial Advisors, LLC 0.05% Add +4.6% 31,829 $4.5M
David J Yvars Group 2.79% Add +0.6% 31,215 $4.5M
Solstein Capital, LLC 2.87% No change 30,837 $4.4M
Personal Cfo Solutions, LLC 0.68% Add +3.0% 30,787 $4.4M
Diversify Wealth Management, LLC 0.54% — 34,609 $4.4M
Lockheed Martin Investment Management Co. 0.25% Reduce -6.3% 30,400 $4.3M
Alliance Wealth Advisors, LLC 1.26% Add +5.3% 30,097 $4.3M
Aviso Financial Inc. 0.24% — 30,036 $4.3M
Auxano Advisors, LLC 1.19% Reduce -0.7% 30,027 $4.3M
Morgens Waterfall Vintiadis & Co. Inc. 3.26% Reduce -18.9% 30,000 $4.3M
Settian Capital LP 3.14% No change 30,000 $4.3M
Dorsey & Whitney Trust CO LLC 0.30% Reduce -5.5% 29,976 $4.3M
Alcosta Capital Management, Inc. 2.63% Reduce -0.6% 29,959 $4.3M
Wealth Advisory Solutions, LLC 1.15% Reduce -35.2% 29,825 $4.3M
Greenwoods Asset Management Hong Kong Ltd. 0.11% No change 29,722 $4.2M
River Wealth Advisors LLC 0.61% Add +87.0% 29,623 $4.2M
Stonegate Investment Group, LLC 0.12% Add +2.4% 29,614 $4.2M
Logan Capital Management Inc. 0.18% Reduce -0.7% 29,530 $4.2M
Woodmont Investment Counsel LLC 0.34% Add +4.1% 29,388 $4.2M
Evergreen Capital Management LLC 0.15% Add +6.2% 29,307 $4.2M
Private Advisory Group LLC 0.55% Add +460.8% 29,142 $4.2M
Sendero Wealth Management, LLC 0.70% New 29,025 $4.1M
Grace & White Inc. 0.79% Reduce -12.1% 29,000 $4.1M
Trust Co. of Vermont 0.22% Reduce -1.8% 28,607 $4.1M
Kingswood Wealth Advisors, LLC 0.37% Add +98.7% 28,557 $4.1M
Fox Hill Wealth Management 2.48% Add +0.4% 28,438 $4.1M
King Luther Capital Management Corp. 0.02% Add +11.7% 28,171 $4.0M
Pacer Advisors, Inc. 0.01% Reduce -3.0% 28,141 $4.0M
Onex Canada Asset Management Inc. 0.46% Add +3.7% 27,790 $4.0M
Allworth Financial LP 0.03% Add +4.5% 30,440 $4.0M
Dynamic Advisor Solutions LLC 0.13% Add +21.3% 28,049 $4.0M
Commerce Bank 0.03% Add +9.8% 28,045 $4.0M
Syon Capital LLC 0.37% Add +0.9% 28,005 $4.0M
Surience Private Wealth LLC 5.13% Add +1264.8% 27,979 $4.0M
Stratos Wealth Partners, LTD. 0.06% Add +12.2% 27,787 $4.0M
Axxcess Wealth Management, LLC 0.11% Add +16.1% 27,715 $4.0M
Morse Asset Management, Inc 0.97% Reduce -3.7% 27,636 $3.9M
Dantai Capital Ltd 4.43% No change 27,600 $3.9M
Csenge Advisory Group 0.22% Add +18.3% 27,522 $3.9M
Haverford Trust Co 0.04% Add +4.5% 27,438 $3.9M
Harrington Investments, INC 2.20% Reduce -11.2% 27,190 $3.9M
Farther Finance Advisors, LLC 0.19% Reduce -1.1% 26,600 $3.9M
Ibex Wealth Advisors 0.60% New 26,963 $3.8M
Fortune Financial Advisors, LLC 2.34% Add +2.0% 26,784 $3.8M
Cloverfields Capital Group, LP 1.29% Add +0.9% 26,749 $3.8M
Global Trust Asset Management, LLC 1.54% No change 26,727 $3.8M
Chartwell Investment Partners, LLC 0.13% Reduce -0.9% 26,673 $3.8M
Mutual Advisors, LLC 0.11% Add +8.7% 29,673 $3.8M
Vestmark Advisory Solutions, Inc. 0.16% Reduce -2.2% 26,607 $3.8M
Checchi Capital Advisers, LLC 0.30% Add +1.9% 26,528 $3.8M
Capital International Sarl 0.12% Reduce -2.1% 26,509 $3.8M
Azzad Asset Management Inc. 0.44% Reduce -25.0% 26,376 $3.8M
Good Life Advisors, LLC 0.31% Add +10.0% 26,362 $3.8M
Benjamin F. Edwards & Company, Inc. 0.07% Add +0.2% 25,979 $3.7M
Costello Asset Management, INC 2.75% Add +106.4% 25,884 $3.7M
Ballentine Partners, LLC 0.07% Add +9.4% 25,832 $3.7M
Lighthouse Investment Partners, LLC 0.20% New 25,619 $3.7M
Kingsview Wealth Management, LLC 0.09% Add +19.3% 25,300 $3.6M
Itau Unibanco Holding S.A. 0.15% New 25,162 $3.6M
Strong Tower Advisory Services 1.18% Add +10.5% 25,160 $3.6M
XTX Topco Ltd 0.30% Add +464.7% 24,890 $3.6M
Point72 Europe (London) LLP 0.30% New 24,698 $3.5M
Callan Capital, LLC 0.29% Add +4.9% 24,697 $3.5M
Holocene Advisors, LP 0.01% New 24,653 $3.5M
Beverly Hills Private Wealth, LLC 0.77% Add +19.9% 24,648 $3.5M
Pinkerton Wealth, LLC 0.54% Reduce -0.6% 24,563 $3.5M
Guild Investment Management, Inc. 3.99% Reduce -0.1% 24,450 $3.5M
Burr Financial Services, LLC 2.44% Reduce -12.0% 24,445 $3.5M
Alaethes Wealth, LLC 1.43% Add +1.4% 24,293 $3.5M
Freedom Day Solutions, LLC 1.17% Add +1.7% 24,278 $3.5M
Peapack Gladstone Financial Corp. 0.05% Add +3.3% 24,034 $3.4M
Meridian Investment Counsel Inc. 1.08% Reduce -1.6% 24,018 $3.4M
Capital International Ltd. 0.16% Reduce -14.8% 23,963 $3.4M
Mission Wealth Management, LP 0.09% Add +2.7% 23,939 $3.4M
Capital Wealth Planning, LLC 0.04% Add +194.8% 23,806 $3.4M
Lake Street Advisors Group, LLC 0.16% Reduce -5.1% 23,795 $3.4M
Integrated Advisors Network LLC 0.17% Add +1.0% 23,700 $3.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +45.8% 23,664 $3.4M
Claro Advisors Inc. 0.53% Add +1.5% 23,579 $3.4M
Bennett Selby Investments LP 1.51% Add +4.7% 23,537 $3.4M
Hikari Tsushin, Inc. 0.26% No change 23,512 $3.4M
Arlington Partners LLC 1.66% Reduce -13.6% 23,477 $3.4M
Tower View Wealth Management LLC 1.92% Add +15.5% 23,460 $3.3M
Forum Financial Management, LP 0.06% Add +2.6% 23,421 $3.3M
Financial Gravity Asset Management, Inc. 0.83% Reduce -0.5% 23,382 $3.3M
Nia Impact Advisors, LLC 1.20% Add +5.2% 23,329 $3.3M
Human Investing LLC 0.65% No change 23,290 $3.3M
McKinley Capital Management LLC 0.58% Add +20.1% 23,228 $3.3M
Ellevest, Inc. 0.20% Add +5.5% 23,111 $3.3M
Alpine Woods Capital Investors, LLC 0.51% Reduce -34.3% 23,000 $3.3M
Rossmore Private Capital 0.43% No change 23,000 $3.3M
Mezzasalma Advisors, LLC 1.40% Add +92.6% 22,922 $3.3M
Ascent Group, LLC 0.27% Add +19.1% 22,869 $3.3M
Ramirez Asset Management, Inc. 0.66% Reduce -4.3% 22,608 $3.2M
Mitchell Capital Management Co. 0.56% Reduce -0.7% 22,385 $3.2M
Exencial Wealth Advisors, LLC 0.12% Reduce -1.0% 22,376 $3.2M
Headlands Technologies LLC 0.34% Add +33.5% 22,323 $3.2M
Condor Capital Management 0.30% Reduce -0.6% 22,317 $3.2M
Schnieders Capital Management LLC 0.64% Reduce -0.8% 22,184 $3.2M
Baldwin Investment Management, LLC 0.43% Reduce -2.0% 22,180 $3.2M
Chilton Capital Management LLC 0.14% Add +9.9% 22,116 $3.2M
EverSource Wealth Advisors, LLC 0.21% Add +9.4% 23,798 $3.2M
Jones Financial Companies LLLP 0.00% Add +317.9% 22,011 $3.1M
Bank Ozk 1.36% Add +48.3% 21,950 $3.1M
Hunter Associates Investment Management LLC 0.52% Reduce -15.9% 21,790 $3.1M
Signet Investment Advisory Group, Inc. 1.65% Reduce -10.1% 21,575 $3.1M
Cidel Asset Management Inc. 0.24% Add +150.3% 21,443 $3.1M
NBT Bank, N.A. 0.22% New 21,400 $3.1M
Passumpsic Savings Bank 2.18% Reduce -16.8% 21,254 $3.0M
Banco de Sabadell, S.A 2.22% Add +2.2% 21,133 $3.0M
Connable Office Inc. 0.33% Reduce -5.3% 21,168 $3.0M
Cavalier Investments, LLC 0.93% Add +95.7% 21,089 $3.0M
Welch & Forbes LLC 0.04% Reduce -0.4% 21,396 $3.0M
GeoWealth Management, LLC 0.13% Add +42.8% 21,007 $3.0M
Dana Investment Advisors, Inc. 0.10% Add +1.0% 20,984 $3.0M
Cozad Asset Management Inc. 0.30% Add +27.2% 20,881 $3.0M
Harvest Fund Management Co., Ltd 0.21% Add +9.6% 20,803 $3.0M
Hoylecohen, LLC 0.22% Add +3.2% 20,640 $2.9M
Kiley Juergens Wealth Management, LLC 0.82% Add +24.4% 20,608 $2.9M
GUARDCAP ASSET MANAGEMENT Ltd 0.04% Reduce -1.2% 20,603 $2.9M
Oak Grove Capital LLC 0.75% Reduce -53.2% 20,590 $2.9M
Nomura Asset Management Co. Ltd. 0.01% No change 20,538 $2.9M
Coldstream Capital Management Inc. 0.07% Reduce -1.4% 20,533 $2.9M
Nations Financial Group Inc, /Ia/ 0.24% Add +34.5% 20,493 $2.9M
Hilltop National Bank 0.94% Add +6.0% 20,389 $2.9M
West Family Investments, Inc. 0.87% Reduce -8.6% 20,260 $2.9M
Vise Technologies, Inc. 0.51% Add +2.6% 20,233 $2.9M
Gibbs Wealth Management 1.17% Add +38.4% 20,228 $2.9M
Joel Isaacson & Co., LLC 0.15% Add +1.7% 20,213 $2.9M
Sepio Capital, LP 0.26% Reduce -0.4% 20,196 $2.9M
Keeler Thomas Management LLC 0.98% Reduce -24.8% 20,101 $2.9M
Five Oceans Advisors 1.50% Reduce -10.8% 20,025 $2.9M
China Universal Asset Management Co., Ltd. 0.40% Reduce -51.1% 20,000 $2.9M
Virtu Financial LLC 0.20% New 19,980 $2.9M
Kathmere Capital Management, LLC 0.30% Reduce -4.1% 19,910 $2.8M
Eley Financial Management, Inc 1.20% Reduce -5.4% 19,804 $2.8M
Mgo One Seven LLC 0.13% Add +22.4% 19,799 $2.8M
Salem Investment Counselors Inc. 0.09% Add +47.1% 19,798 $2.8M
Trivium Point Advisory, LLC 0.42% Add +26.8% 19,749 $2.8M
Ironwood Investment Management LLC 1.50% Reduce -0.6% 19,705 $2.8M
Coppell Advisory Solutions LLC 0.46% — 19,421 $2.8M
Freedom Investment Management, Inc. 0.23% Reduce -17.8% 19,335 $2.8M
Redhawk Wealth Advisors, Inc. 0.42% Add +13.6% 19,327 $2.8M
AE Wealth Management LLC 0.03% Add +161.5% 19,319 $2.8M
Gitterman Wealth Management, LLC 1.05% No change 19,088 $2.7M
Lakeside Advisors, INC. 1.77% Reduce -5.9% 19,050 $2.7M
Arkadios Wealth Advisors 0.18% Add +37.3% 19,045 $2.7M
Gardner Lewis Asset Management L P 0.76% Add +35.3% 18,995 $2.7M
Cairn Investment Group, Inc. 1.58% Reduce -1.0% 18,950 $2.7M
Hollow Brook Wealth Management LLC 0.92% Reduce -2.5% 18,942 $2.7M
Marks Group Wealth Management, Inc 0.28% Reduce -5.1% 18,891 $2.7M
Cypress Asset Management Inc. 0.69% Add +0.8% 18,066 $2.7M
Johnson Investment Counsel Inc. 0.03% Add +2.0% 18,728 $2.7M
Perigon Wealth Management, LLC 0.08% Add +0.6% 18,701 $2.7M
RB Capital Management, LLC 0.71% Add +8.8% 18,672 $2.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.07% Reduce -0.5% 18,513 $2.6M
TriaGen Wealth Management LLC 1.01% Add +222.2% 18,331 $2.6M
U.S. Capital Wealth Advisors, LLC 0.10% Reduce -14.4% 18,222 $2.6M
Delaney Dennis R 1.40% Reduce -0.0% 18,135 $2.6M
TrinityPoint Wealth, LLC 0.40% Reduce -3.5% 18,131 $2.6M
Mission Creek Capital Partners, Inc. 0.65% Add +57.0% 17,967 $2.6M
CIC Wealth, LLC 0.70% Reduce -0.8% 17,911 $2.6M
Financial Advocates Investment Management 0.16% Reduce -23.7% 17,739 $2.5M
Bangor Savings Bank 0.25% Reduce -1.8% 17,566 $2.5M
SeaCrest Wealth Management, LLC 0.28% Add +2.8% 17,536 $2.5M
Legacy Advisory Services, LLC 2.27% Add +179.2% 17,409 $2.5M
Covenant Partners, LLC 0.75% No change 17,396 $2.5M
Castle Rock Wealth Management, LLC 0.62% Add +6.4% 17,023 $2.5M
SVB Wealth LLC 0.06% Reduce -14.7% 17,267 $2.5M
Avior Wealth Management, LLC 0.11% Reduce -3.3% 17,261 $2.5M
Ballast Advisors LLC 0.78% Add +5.3% 17,244 $2.5M
Marotta Asset Management 0.51% Reduce -1.8% 16,925 $2.5M
AQR Capital Management 0.00% Add +110.5% 17,164 $2.4M
Tower Research Capital LLC (TRC) 0.04% Add +89.9% 17,022 $2.4M
HighPoint Advisor Group LLC 0.14% Add +1.6% 18,773 $2.4M
NFSG Corp 0.90% Add +33.3% 16,948 $2.4M
International Assets Investment Management, LLC 0.23% Add +26.2% 16,936 $2.4M
Shay Capital LLC 0.67% Add +20.8% 16,912 $2.4M
Tritonpoint Wealth, LLC 0.23% Reduce -1.2% 16,895 $2.4M
Family Legacy, Inc. 0.86% Add +1.0% 16,881 $2.4M
IAM Advisory, LLC 0.65% Add +0.6% 16,845 $2.4M
Pinnacle Wealth Planning Services, Inc. 0.34% Reduce -0.6% 16,831 $2.4M
LVW Advisors, LLC 0.35% Add +1.4% 16,641 $2.4M
Sigma Planning Corp 0.07% Reduce -2.2% 16,564 $2.4M
Eagle Asset Management Inc. 0.01% Reduce -3.1% 16,213 $2.4M
Holderness Investments Co. 0.56% Add +6.8% 16,503 $2.4M
PFG Investments, LLC 0.17% Reduce -47.3% 16,463 $2.3M
Oliver Lagore Vanvalin Investment Group 0.67% Add +10.7% 16,421 $2.3M
Montis Financial, LLC 1.07% Reduce -19.4% 16,409 $2.3M
Campbell & CO Investment Adviser LLC 0.20% Reduce -0.1% 16,404 $2.3M
Diversify Advisory Services, LLC 0.13% Reduce -49.1% 16,634 $2.3M
Aviance Capital Partners, LLC 0.33% Add +0.6% 16,321 $2.3M
Spire Wealth Management 0.08% Add +13.0% 16,277 $2.3M
Autumn Glory Partners, LLC 1.18% No change 16,208 $2.3M
WJ Wealth Management, LLC 0.84% Add +48.3% 16,192 $2.3M
Fairfield, Bush & Co. 1.38% Add +4.6% 16,180 $2.3M
Relative Value Partners Group, LLC 0.30% New 16,151 $2.3M
Lake Street Private Wealth, LLC 0.30% Add +104.1% 16,151 $2.3M
Huntington National Bank 0.02% Reduce -1.4% 16,144 $2.3M
Regent Peak Wealth Advisors LLC 0.53% New 16,117 $2.3M
James Hambro & Partners LLP 0.11% No change 16,090 $2.3M
Geneos Wealth Management Inc. 0.10% Reduce -2.0% 16,088 $2.3M
Fairview Capital Investment Management, LLC 0.13% No change 16,070 $2.3M
Aaron Wealth Advisors LLC 0.32% Add +11.9% 16,057 $2.3M
Beaumont Financial Advisors, LLC 0.18% Reduce -2.1% 16,044 $2.3M
First Citizens Bank & Trust Co. 0.04% Add +0.8% 15,986 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.38% Reduce -8.3% 15,938 $2.3M
Altman Advisors, Inc. 1.29% Reduce -0.4% 15,867 $2.3M
Diamant Asset Management, Inc. 1.51% Add +4.4% 15,865 $2.3M
Iams Wealth Management, LLC 1.24% Reduce -2.1% 15,859 $2.3M
Chicago Partners Investment Group LLC 0.09% Add +0.5% 17,477 $2.3M
Brookstone Capital Management 0.04% Add +3.5% 16,594 $2.2M
Clearstead Advisors, LLC 0.04% Add +501.6% 15,727 $2.2M
Wealthcare Advisory Partners LLC 0.07% Add +10.3% 15,724 $2.2M
Oxford Wealth Group, LLC 1.54% Add +28.3% 15,669 $2.2M
&partners 0.10% Add +155.7% 15,595 $2.2M
Wilmington Savings Fund Society, FSB 0.09% Reduce -3.0% 15,562 $2.2M
Hourglass Capital, LLC 0.66% Reduce -2.3% 15,480 $2.2M
Horizon Kinetics Asset Management LLC 0.04% No change 15,468 $2.2M
Resources Management Corp. /CT/ 0.32% Reduce -0.3% 15,450 $2.2M
Pitcairn Co. 0.13% Add +3.2% 15,392 $2.2M
Dynamic Technology Lab Private Ltd 0.25% Reduce -54.0% 15,315 $2.2M
Tevis Investment Management 1.76% Reduce -5.1% 15,308 $2.2M
Leonteq Securities AG 0.30% Add +18.2% 15,292 $2.2M
SpiderRock Advisors, LLC 0.06% Add +1.5% 15,230 $2.2M
Koshinski Asset Management, Inc. 0.20% Add +19.6% 15,408 $2.2M
Millington Financial Advisors, LLC 1.50% Add +1.6% 15,153 $2.2M
Fiduciary Family Office, LLC 0.85% Reduce -6.4% 15,128 $2.2M
Engineers Gate Manager LP 0.05% Reduce -46.0% 15,105 $2.2M
Bull Street Advisors, LLC 1.03% Reduce -1.4% 15,010 $2.1M
GC Wealth Management RIA, LLC 0.42% Add +0.4% 14,949 $2.1M
Moloney Securities Asset Management, LLC 0.31% Add +15.2% 14,911 $2.1M
Clarius Group, LLC 0.15% Reduce -13.8% 14,883 $2.1M
Phoenix Financial Ltd. 0.03% New 14,622 $2.1M
King Wealth Management Group 0.35% Reduce -0.6% 14,784 $2.1M
Ashton Thomas Private Wealth, LLC 0.12% Add +1.4% 14,745 $2.1M
Legacy Capital Group California, Inc. 0.75% Reduce -4.4% 14,609 $2.1M
Brighton Jones LLC 0.07% Add +62.9% 14,570 $2.1M
J.W. Cole Advisors, Inc. 0.10% Add +57.6% 14,553 $2.1M
Blue Trust, Inc. 0.03% Add +181.4% 16,104 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.30% Add +30.6% 14,404 $2.1M
Retireful, LLC 0.97% New 14,379 $2.1M
Flagship Harbor Advisors, LLC 0.12% Add +14.8% 14,296 $2.0M
Global X Japan Co., Ltd. 0.29% New 14,264 $2.0M
Wrapmanager Inc. 0.56% Reduce -10.7% 14,211 $2.0M
Mystic Asset Management, Inc. 0.82% Reduce -5.3% 14,185 $2.0M
Rehmann Capital Advisory Group 0.14% Reduce -3.0% 14,161 $2.0M
Bank of New Hampshire 0.52% Add +6.6% 14,132 $2.0M
Epoch Investment Partners, Inc. 0.01% Add +4.5% 14,132 $2.0M
SkyView Investment Advisors, LLC 0.36% Add +0.3% 14,125 $2.0M
Angeles Wealth Management, LLC 0.19% Reduce -0.3% 14,123 $2.0M
HB Wealth Management, LLC 0.02% Add +2.6% 14,062 $2.0M
Citizens Financial Group Inc. 0.04% Add +1.0% 14,038 $2.0M
Bond & Devick Financial Network, Inc. 1.07% Reduce -10.8% 14,022 $2.0M
Tealwood Asset Management Inc. 1.20% Reduce -0.6% 14,000 $2.0M
Advisor OS, LLC 0.22% Add +0.6% 13,972 $2.0M
Bright Futures Wealth Management, LLC. 1.08% Add +2.3% 15,642 $2.0M
Grey Ledge Advisors, LLC 0.53% Add +0.3% 13,628 $1.9M
Essex Financial Services, Inc. 0.14% Add +19.0% 15,117 $1.9M
HBK Sorce Advisory LLC 0.07% Add +5.7% 13,527 $1.9M
Geo Capital Gestora de Recursos Ltd 1.92% Reduce -1.7% 13,520 $1.9M
Marshall Financial Group, LLC 0.54% Reduce -3.1% 13,513 $1.9M
Legacy Financial Advisors, Inc. 0.34% Add +6.1% 13,492 $1.9M
Intrepid Financial Planning Group LLC 0.82% Reduce -3.3% 13,448 $1.9M
TrueMark Investments, LLC 0.66% New 13,447 $1.9M
Merit Financial Group, LLC 0.04% Reduce -3.6% 13,396 $1.9M
Global Strategic Investment Solutions, LLC 0.23% No change 13,386 $1.9M
Next Century Growth Investors LLC 0.16% Reduce -55.3% 13,303 $1.9M
Curi Capital, LLC 0.05% Add +14.5% 13,288 $1.9M
Agate Pass Investment Management, LLC 1.00% Reduce -4.3% 13,225 $1.9M
Baker Tilly Wealth Management, LLC 0.77% Reduce -67.0% 13,191 $1.9M
LYNX Capital Group Ltd. 1.30% Reduce -0.5% 13,180 $1.9M
United American Securities Inc. (d/b/a UAS Asset Management) 0.45% New 13,170 $1.9M
Canandaigua National Bank & Trust Co. 0.20% Reduce -8.0% 13,164 $1.9M
Anchor Investment Management, LLC 0.19% Add +0.5% 13,150 $1.9M
Ativo Capital Management LLC 1.92% Reduce -0.8% 13,022 $1.9M
Empower Advisory Group, LLC 0.01% Add +0.6% 13,020 $1.9M
Private Wealth Partners, LLC 0.14% Add +71.9% 13,015 $1.9M
Vestcor Inc 0.06% New 13,000 $1.9M
Independent Solutions Wealth Management, LLC 0.42% Add +2.7% 12,974 $1.9M
Institute for Wealth Management, LLC. 0.25% Add +1.6% 12,931 $1.8M
Forza Wealth Management, LLC 0.95% Reduce -5.5% 12,926 $1.8M
Hobbs Group Advisors, LLC 0.70% — 12,912 $1.8M
Del-Sette Capital Management, LLC 1.51% New 12,851 $1.8M
Marex Group Ltd 0.05% New 12,811 $1.8M
Central Pacific Bank - Trust Division 0.23% Add +3.7% 12,791 $1.8M
Stokes Capital Advisors, LLC 0.51% Add +14.4% 12,785 $1.8M
Arete Wealth Advisors, LLC 0.15% Add +14.0% 12,760 $1.8M
Tiaa Trust, National Association 0.01% Add +12.4% 12,729 $1.8M
AdvisorShares Investments LLC 0.32% Reduce -7.5% 12,472 $1.8M
Three Bridge Wealth Advisors, LLC 0.72% Reduce -2.5% 12,694 $1.8M
Raelipskie Partnership 0.96% New 12,618 $1.8M
Savant Capital, LLC 0.02% Add +16.2% 12,587 $1.8M
DMC Group, LLC 1.54% Reduce -6.3% 12,552 $1.8M
Balentine LLC 0.08% Reduce -85.0% 12,479 $1.8M
Giverny Capital 0.07% No change 12,400 $1.8M
PDS Planning, Inc 0.18% Add +2.1% 12,399 $1.8M
Sage Rhino Capital LLC 0.42% Add +0.1% 12,330 $1.8M
Dynasty Wealth Management, LLC 0.05% Add +9.0% 12,250 $1.7M
Moser Wealth Advisors, LLC 0.95% Add +9.6% 12,223 $1.7M
Menard Financial Group LLC 1.24% Add +1.2% 12,181 $1.7M
Arden Trust Co 0.24% Reduce -6.9% 12,175 $1.7M
Mitchell & Pahl Private Wealth, LLC 0.91% Reduce -1.8% 12,094 $1.7M
Manchester Capital Management LLC 0.21% No change 11,973 $1.7M
IFP Advisors, Inc 0.07% Add +11.0% 11,966 $1.7M
Valley National Advisers Inc. 0.25% Reduce -12.0% 11,896 $1.7M
Geller Advisors LLC 0.13% Reduce -0.0% 11,890 $1.7M
Chemung Canal Trust Co. 0.33% Reduce -1.1% 11,837 $1.7M
Camarda Financial Advisors, LLC 0.66% New 11,826 $1.7M
Advisors Capital Management, LLC 0.03% Add +24.9% 11,808 $1.7M
Zions Bancorporation, N.A. 0.14% Reduce -14.1% 11,809 $1.7M
Montag A & Associates Inc. 0.09% Add +4.5% 11,793 $1.7M
Seed Wealth Management, Inc. 1.47% No change 11,790 $1.7M
Harbour Investments, Inc. 0.06% Add +37.4% 11,719 $1.7M
Nvwm, LLC 0.44% Add +186.9% 11,664 $1.7M
Grove Bank & Trust 0.27% Add +7.8% 11,643 $1.7M
Wealth Alliance, LLC 0.21% Add +2.2% 11,563 $1.7M
Bailard, Inc. 0.05% Reduce -7.2% 11,503 $1.6M
Garrison Asset Management, LLC 0.86% Reduce -4.3% 11,475 $1.6M
Quotient Wealth Partners, LLC 0.06% Reduce -59.0% 11,396 $1.6M
Hemenway Trust Co LLC 0.14% No change 11,388 $1.6M
Texas Capital Bank Wealth Management Services Inc 0.17% New 11,380 $1.6M
Financial Perspectives, Inc 0.60% No change 11,360 $1.6M
Alexander Labrunerie & Co., Inc. 0.88% Add +0.1% 11,271 $1.6M
Confluence Investment Management LLC 0.02% Add +3.9% 11,264 $1.6M
Strategic Global Advisors, LLC 0.34% Reduce -49.3% 5,999 $1.6M
Bridgewater Advisors Inc. 0.20% New 12,506 $1.6M
Stratos Wealth Advisors, LLC 0.08% Reduce -4.9% 11,182 $1.6M
RFG Advisory, LLC 0.05% Add +3.5% 11,123 $1.6M
Alera Investment Advisors, LLC 0.19% Reduce -34.1% 11,080 $1.6M
Global Wealth Management Investment Advisory, Inc. 0.37% Add +3.5% 11,058 $1.6M
Quintet Private Bank (Europe) S.A. 0.09% Reduce -1.6% 9,389 $1.6M
Capital Advisors Wealth Management, LLC 0.31% Add +13.5% 10,996 $1.6M
Forte Capital LLC 0.19% Add +221.8% 10,973 $1.6M
Wallace Advisory Group, LLC 1.12% Add +12.8% 10,933 $1.6M
Chicago Capital, LLC 0.05% Add +61.1% 10,922 $1.6M
Financial Partners Group, LLC 0.61% Add +43.9% 10,921 $1.6M
Ameritas Advisory Services, LLC 0.06% Reduce -2.7% 10,915 $1.6M
Financial Counselors Inc. 0.03% Reduce -11.6% 10,894 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -10.8% 10,847 $1.5M
AAFMAA Wealth Management & Trust LLC 0.76% Add +3.5% 10,850 $1.5M
NorthCrest Asset Manangement, LLC 0.05% Add +2.2% 10,837 $1.5M
GTS Securities LLC 0.03% Reduce -61.3% 10,837 $1.5M
WCG Wealth Advisors LLC 0.11% Reduce -0.9% 10,830 $1.5M
Aberdeen Wealth Management LLC 1.05% No change 10,830 $1.5M
Rathbones Group PLC 0.01% Reduce -35.8% 10,770 $1.5M
Sunbelt Securities, Inc. 0.16% Add +1.3% 10,752 $1.5M
Klingenstein Fields & Co. LP 0.06% No change 10,720 $1.5M
Doliver Advisors, LP 0.43% Reduce -0.8% 10,692 $1.5M
FDx Advisors, Inc. 0.42% Reduce -73.2% 10,636 $1.5M
Glen Eagle Advisors, LLC 0.28% Add +17.6% 10,625 $1.5M
BTC Capital Management, Inc. 0.14% Reduce -15.8% 10,545 $1.5M
Warther Private Wealth, LLC 0.59% Add +388.3% 10,528 $1.5M
Money Concepts Capital Corp. 0.13% Reduce -2.2% 10,524 $1.5M
Lanark Financial, Inc. 0.14% Add +23.8% 10,493 $1.5M
Retirement Planning Co of New England, Inc. 0.81% Reduce -0.1% 10,479 $1.5M
Capricorn Fund Managers Ltd 1.05% No change 10,470 $1.5M
Camelot Portfolios, LLC 0.84% New 10,439 $1.5M
Stegent Equity Advisors, Inc. 1.55% Reduce -7.2% 10,413 $1.5M
Lindbrook Capital, LLC 0.14% Add +2.7% 10,389 $1.5M
WFA of San Diego, LLC 1.33% — 10,365 $1.5M
Stablepoint Partners, LLC 0.29% Reduce -17.7% 11,536 $1.5M
Armstrong Henry H Associates Inc. 0.15% No change 10,324 $1.5M
Burford Brothers, Inc. 0.85% Reduce -0.3% 10,303 $1.5M
AMG National Trust Bank 0.04% Add +61.5% 10,275 $1.5M
Wedmont Private Capital 0.09% Add +13.5% 10,311 $1.5M
Diversified Portfolios, Inc. 0.19% New 10,236 $1.5M
CW Advisors, LLC 0.02% Reduce -16.5% 10,214 $1.5M
Peachtree Investment Partners, LLC 0.57% Add +34.5% 10,179 $1.5M
World Investment Advisors 0.09% Add +537.5% 10,175 $1.5M
Avidian Wealth Enterprises, LLC 0.07% Add +2.7% 10,154 $1.4M
Cacti Asset Management LLC 0.11% No change 10,000 $1.4M
Optimum Investment Advisors 0.65% No change 10,122 $1.4M
Schwarz Dygos Wheeler Investment Advisors LLC 0.40% Add +0.2% 10,117 $1.4M
Chilton Investment Co. Inc. 0.04% Add +115.5% 10,040 $1.4M
Glaxis Capital Management, LLC 2.48% Add +11.1% 10,000 $1.4M
BOK Financial Private Wealth, Inc. 0.10% No change 10,000 $1.4M
Cooper Financial Group 0.21% Reduce -12.8% 9,972 $1.4M
Summit Financial Wealth Advisors, LLC 0.29% No change 9,910 $1.4M
Partnership Wealth Management, LLC 1.04% New 9,893 $1.4M
Vontobel Holding Ltd. 0.00% New 9,843 $1.4M
Banque Cantonale Vaudoise 0.06% Reduce -4.3% 9,823 $1.4M
Capital Market Strategies LLC 0.88% Reduce -1.0% 9,744 $1.4M
Mittelman Wealth Management 0.90% Reduce -37.9% 9,734 $1.4M
Range Financial Group LLC 0.71% Reduce -1.0% 9,731 $1.4M
Hazlett, Burt & Watson, Inc. 0.72% Add +4.4% 9,708 $1.4M
Bank Hapoalim BM 0.21% Reduce -4.9% 9,710 $1.4M
Summit X, LLC 0.31% Add +19.1% 9,730 $1.4M
Fullcircle Wealth LLC 0.68% — 10,491 $1.4M
S.A. Mason LLC 0.78% No change 9,628 $1.4M
Tidal Investments LLC 0.02% Add +132.0% 9,618 $1.4M
Spinnaker Trust 0.09% No change 9,515 $1.4M
Guyasuta Investment Advisors Inc. 0.10% No change 13,050 $1.4M
Insigneo Advisory Services, LLC 0.15% Add +1.0% 10,693 $1.3M
Drive Wealth Management, LLC 0.36% Reduce -0.6% 9,438 $1.3M
Seven Eight Capital, LP 0.14% Reduce -72.6% 9,410 $1.3M
Glenview Trust Co 0.03% Add +1.4% 9,407 $1.3M
Cullinan Associates Inc. 0.08% Reduce -29.9% 9,400 $1.3M
Aquatic Capital Management LLC 0.05% Add +56.7% 9,400 $1.3M
Prossimo Advisors, LLC 1.21% New 9,330 $1.3M
Bath Savings Trust Co 0.14% Reduce -1.5% 9,319 $1.3M
First Dallas Securities Inc. 0.58% Reduce -39.8% 9,315 $1.3M
James Investment Research, Inc. 0.16% Reduce -4.4% 9,311 $1.3M
Calydon Capital 0.24% Add +0.1% 9,288 $1.3M
Sivia Capital Partners, LLC 0.88% Add +9.2% 9,224 $1.3M
A. D. Beadell Investment Counsel, Inc. 1.10% Add +68.3% 9,225 $1.3M
First Hawaiian Bank 0.04% Reduce -48.8% 9,186 $1.3M
Bristlecone Advisors, LLC 0.11% Add +27.9% 9,173 $1.3M
Harbour Capital Advisors, LLC 0.31% Add +8.6% 8,974 $1.3M
Dalton Investments, Inc. 0.74% New 9,100 $1.3M
Raub Brock Capital Management LP 0.28% No change 9,100 $1.3M
DRW Securities, LLC 0.08% New 9,077 $1.3M
Motco 0.08% Reduce -13.0% 9,070 $1.3M
Keel Point, LLC 0.12% Add +23.9% 9,674 $1.3M
Wealthspire Advisors, LLC 0.02% Reduce -1.1% 9,045 $1.3M
Ashton Thomas Securities, LLC 0.31% — 9,125 $1.3M
Annex Advisory Services, LLC 0.05% Add +1.0% 8,983 $1.3M
Argent Trust Co 0.06% Add +25.6% 8,958 $1.3M
NTV Asset Management LLC 0.18% No change 8,950 $1.3M
SageView Advisory Group, LLC 0.08% New 8,949 $1.3M
Essex Bank 0.34% Add +5.8% 8,916 $1.3M
Whalen Wealth Management Inc. 1.00% Reduce -18.8% 8,862 $1.3M
Journey Strategic Wealth LLC 0.05% Add +30.1% 8,835 $1.3M
Creative Financial Designs Inc. 0.11% Add +0.3% 8,826 $1.3M
Somerville Kurt F 0.21% Reduce -9.4% 8,820 $1.3M
Hennion & Walsh Asset Management, Inc. 0.06% Add +32.7% 8,769 $1.3M
Centiva Capital, LP 0.06% Reduce -8.3% 8,766 $1.3M
Criterion Capital Advisors, LLC 0.79% No change 8,762 $1.3M
HCR Wealth Advisors 0.18% Add +18.4% 8,727 $1.2M
D'Orazio & Associates, Inc. 0.19% Add +0.8% 8,724 $1.2M
BSW Wealth Partners 0.20% Add +0.5% 8,714 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -3.4% 8,673 $1.2M
Traveka Wealth, LLC 0.60% Add +9.3% 8,635 $1.2M
OMERS ADMINISTRATION Corp 0.01% New 8,600 $1.2M
Grandfield & Dodd, LLC 0.08% Reduce -20.5% 8,554 $1.2M
GW Henssler & Associates Ltd. 0.07% No change 8,459 $1.2M
Florida Trust Wealth Management Co 0.04% Add +8.0% 8,446 $1.2M
Peddock Capital Advisors, LLC 0.31% Reduce -7.2% 8,442 $1.2M
QV Investors Inc. 0.11% Add +0.6% 8,414 $1.2M
Cable Hill Partners, LLC 0.13% New 8,394 $1.2M
Hardy Reed LLC 0.12% New 8,349 $1.2M
Connective Portfolio Management, LLC 1.93% No change 8,300 $1.2M
Atom Investors LP 0.12% Add +212.1% 8,290 $1.2M
Griffin Asset Management, Inc. 0.14% No change 8,260 $1.2M
Stokes Family Office, LLC 0.14% Add +3.4% 8,247 $1.2M
Fidelis Capital Partners, LLC 0.17% Add +6.2% 9,813 $1.2M
Shaker Investments LLC 0.51% Reduce -1.3% 8,193 $1.2M
Intellectus Partners, LLC 0.32% Reduce -2.4% 8,135 $1.2M
Hohimer Wealth Management, LLC 0.27% New 8,104 $1.2M
Jacobi Capital Management LLC 0.10% Add +2.0% 8,092 $1.2M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -2.2% 8,078 $1.2M
IHT Wealth Management, LLC 0.04% Add +44.0% 8,083 $1.2M
My Legacy Advisors, LLC 0.37% Add +6.8% 8,037 $1.1M
Howland Capital Management LLC 0.05% No change 8,030 $1.1M
Samalin Investment Counsel, LLC 0.53% Add +0.1% 8,004 $1.1M
Outfitters Financial LLC 0.95% No change 8,000 $1.1M
Waverly Advisors, LLC 0.02% Add +77.7% 7,982 $1.1M
Lebenthal Global Advisors, LLC 0.25% Add +14.0% 7,974 $1.1M
Cravens & Co Advisors, LLC 0.84% Reduce -3.4% 7,969 $1.1M
Cynosure Group, LLC 0.18% Add +6.7% 7,921 $1.1M
CreativeOne Wealth, LLC 0.06% Reduce -54.9% 7,911 $1.1M
Great Lakes Retirement, Inc. 0.15% Add +28.5% 7,912 $1.1M
Convergence Financial, LLC 0.30% New 7,908 $1.1M
Intrust Bank NA 0.12% Add +1.4% 7,908 $1.1M
Legacy Advisors, LLC 0.14% Add +28.6% 7,906 $1.1M
Jefferies Financial Group Inc. 0.02% Reduce -35.4% 7,905 $1.1M
Maverick Capital 0.02% Add +272.9% 7,849 $1.1M
Viawealth, LLC 0.69% No change 7,836 $1.1M
Canal Capital Management, LLC 0.19% Add +0.1% 7,764 $1.1M
Rakuten Securities, Inc. 0.47% Reduce -14.2% 7,742 $1.1M
Keudell/Morrison Wealth Management 0.32% Reduce -0.1% 7,719 $1.1M
Avestar Capital, LLC 0.12% Add +72.8% 7,587 $1.1M
Bridges Investment Management Inc. 0.02% New 7,550 $1.1M
Schroder Investment Management Group 0.00% Add +16.0% 7,523 $1.1M
Philadelphia Trust Co. 0.08% No change 7,500 $1.1M
Focus Financial Network, Inc. 0.05% Add +96.9% 7,893 $1.1M
Advisory Resource Group 0.24% Add +2.1% 7,468 $1.1M
Peoples Financial Services Corp. 0.48% Add +7.3% 7,462 $1.1M
Argonautica Private Wealth Management, Inc. 0.36% Reduce -0.0% 7,448 $1.1M
V-Square Quantitative Management LLC 0.17% Add +5.2% 7,280 $1.1M
Caldwell Trust Co 0.12% Add +144.1% 7,419 $1.1M
LifeSteps Financial, Inc. 0.87% No change 7,411 $1.1M
Laraway Financial Advisors Inc 0.90% No change 7,406 $1.1M
GenTrust, LLC 0.06% New 7,309 $1.0M
Union Savings Bank 0.55% Reduce -0.6% 7,309 $1.0M
Claret Asset Management Corp 0.19% Reduce -8.5% 7,291 $1.0M
Olistico Wealth, LLC 0.66% Add +0.1% 7,271 $1.0M
Bokf, NA 0.02% Reduce -7.3% 7,221 $1.0M
First Manhattan Co. Llc. 0.00% Add +3.4% 7,207 $1.0M
Banque Pictet & Cie SA 0.01% New 7,177 $1.0M
Centaurus Financial, Inc. 0.07% Add +98.5% 7,175 $1.0M
Valmark Advisers, Inc. 0.02% Add +25.2% 7,166 $1.0M
Pekin Hardy Strauss, Inc. 0.14% Add +20.1% 7,165 $1.0M
GAMMA Investing LLC 0.14% Add +12.8% 7,150 $1.0M
Seven Mile Advisory 0.75% Reduce -0.3% 7,118 $1.0M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.58% Add +42.0% 7,100 $1.0M
Rock Point Advisors, LLC 0.30% No change 7,100 $1.0M
Wealth Effects LLC 0.37% Reduce -11.9% 7,071 $1.0M
Kolinsky Wealth Management, LLC 0.72% Add +2.1% 7,062 $1.0M
Harvey Capital Management Inc. 0.26% No change 7,050 $1.0M
Bison Wealth, LLC 0.16% No change 7,823 $1.0M
Armstrong, Fleming & Moore, Inc 0.64% Add +51.0% 7,032 $1.0M
American National Bank & Trust 0.12% No change 7,005 $1000K
Strategic Investment Advisors / MI 0.12% Reduce -2.5% 6,997 $999K
Moors & Cabot, Inc. 0.05% Reduce -0.9% 6,982 $997K
Wynn Capital, LLC 0.74% Reduce -2.8% 6,970 $995K
BNC Wealth Management, LLC 0.37% Add +0.5% 6,955 $993K
Kercheville Advisors, LLC 0.43% Add +7.8% 6,950 $992K
Sunpointe, LLC 0.64% Add +2.5% 6,929 $989K
Virtue Capital Management, LLC 0.17% Add +23.3% 7,389 $988K
Prosperity Wealth Management, Inc. 0.48% Add +6.1% 6,846 $977K
Resonant Capital Advisors, LLC 0.08% Add +15.8% 6,835 $976K
FourThought Financial Partners, LLC 0.13% Reduce -0.8% 6,820 $973K
Canopy Partners, LLC 0.45% No change 6,818 $973K
Fiduciary Alliance LLC 0.16% Add +2.9% 6,767 $968K
Heritage Wealth Management, LLC 0.53% Reduce -7.9% 6,742 $962K
Heritage Family Offices, LLP 0.53% — 6,742 $962K
Janiczek Wealth Management, LLC 0.20% Add +4.5% 6,728 $960K
SYSTM Wealth Solutions LLC 0.21% Reduce -56.3% 6,718 $959K
First Foundation Advisors 0.04% Reduce -9.6% 6,703 $957K
Capital Investment Advisory Services, LLC 0.10% Add +81.8% 6,698 $956K
Consilium Wealth Advisory, LLC 0.52% New 6,670 $952K
Mayflower Financial Advisors, LLC 0.16% Add +58.1% 6,631 $946K
Marco Investment Management LLC 0.09% No change 6,602 $942K
Linscomb Wealth, Inc. 0.05% Add +1.3% 6,572 $938K
Eisler Capital (US) LLC 0.18% New 6,560 $936K
First Financial Corp. 0.48% No change 6,550 $935K
Defined Wealth Management, LLC 0.65% Add +1.0% 6,515 $930K
Graypoint LLC 0.06% Add +47.3% 6,515 $930K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -7.3% 6,513 $930K
Atlas Capital Advisors Inc. 0.12% Reduce -20.5% 6,510 $929K
Nkcfo LLC 0.51% No change 6,500 $928K
Broderick Brian C 0.19% Reduce -5.2% 6,440 $919K
Blue Barn Wealth, LLC 0.51% Add +0.5% 6,435 $919K
Kovack Advisors, Inc. 0.10% Add +1.7% 6,415 $916K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +41.8% 6,412 $915K
PAX Financial Group, LLC 0.18% Reduce -3.6% 6,401 $914K
Tyche Wealth Partners LLC 0.22% Add +10.5% 6,386 $912K
Smart Money Group LLC 0.33% Add +7.0% 6,867 $911K
One Wealth Management Investment & Advisory Services, LLC 0.36% Add +9.9% 6,353 $907K
LRI Investments, LLC 0.10% Add +7440.5% 6,334 $904K
Wimmer Associates 1, LLC 0.46% No change 6,315 $901K
Daymark Wealth Partners, LLC 0.04% Add +15.9% 6,290 $898K
TBH Global Asset Management, LLC 0.20% New 6,282 $897K
Thompson Davis & Co., Inc. 0.78% No change 6,280 $896K
WealthBridge Capital Management, LLC 0.30% Add +12.5% 6,255 $893K
PARUS FINANCE (UK) Ltd 0.26% Add +26.4% 6,246 $892K
Bank of Stockton 0.28% Add +58.2% 6,232 $890K
Copperwynd Financial, LLC 0.29% Add +17.5% 6,707 $890K
Sage Mountain Advisors LLC 0.08% Add +37.6% 6,206 $886K
Meeder Advisory Services, Inc. 0.06% New 6,190 $884K
Symphony Financial Services, Inc. 0.76% — 6,160 $881K
Blackhawk Capital Partners, LLC 0.53% Add +60.8% 6,160 $879K
Patrick M Sweeney & Associates, Inc. 0.71% No change 6,155 $879K
Accretive Wealth Partners, LLC 0.37% No change 6,150 $878K
Cromwell Holdings LLC 0.52% — 6,142 $877K
Signature Estate & Investment Advisors LLC 0.02% New 6,137 $876K
Diversified, LLC 0.10% Add +9.1% 6,123 $874K
Pallas Capital Advisors LLC 0.04% Reduce -1.2% 6,656 $865K
Trexquant Investment LP 0.01% Reduce -94.4% 6,028 $860K
AXS Investments LLC 0.24% Reduce -50.0% 6,000 $856K
Red Wave Investments LLC 0.32% Reduce -1.5% 5,996 $856K
Aspiriant, LLC 0.03% Add +24.7% 5,995 $856K
Sandbox Financial Partners, LLC 0.33% Add +167.7% 5,982 $854K
Hancock Whitney Corp. 0.03% Reduce -4.0% 5,973 $853K
Summit Trail Advisors, LLC 0.02% Add +29.1% 5,947 $849K
Hexagon Capital Partners LLC 0.18% Add +1.9% 5,945 $849K
Zuckerman Investment Group, LLC 0.10% No change 5,930 $846K
Capital Investment Counsel, Inc 0.13% Add +3.5% 5,900 $842K
Patton Albertson Miller Group, LLC 0.12% Reduce -1.3% 5,900 $842K
CENTRAL TRUST Co 0.02% No change 5,898 $842K
Hollencrest Capital Management 0.04% Reduce -16.1% 5,877 $839K
Simon Quick Advisors, LLC 0.06% Add +10.8% 5,867 $837K
Provenance Wealth Advisors, LLC 0.12% No change 5,841 $834K
Transatlantique Private Wealth LLC 0.34% Reduce -6.8% 5,976 $833K
TRUE Private Wealth Advisors 0.09% Add +3.0% 5,819 $831K
Venture Visionary Partners LLC 0.04% Add +48.5% 5,819 $831K
Centric Wealth Management 0.24% Add +6.0% 6,540 $829K
Collective Family Office LLC 0.24% Add +0.5% 5,806 $829K
Catalyst Capital Advisors LLC 0.02% No change 5,800 $828K
Tucker Asset Management LLC 0.18% Add +65.8% 5,794 $827K
Leo Wealth, LLC 0.08% Add +2.6% 5,756 $827K
GPS Wealth Strategies Group, LLC 0.12% Add +17.2% 5,772 $824K
Optas, LLC 0.21% Add +0.8% 5,763 $823K
Schear Investment Advisers, LLC 0.59% Add +17.5% 5,759 $822K
Gen-Wealth Partners Inc 0.39% Add +23.8% 5,724 $817K
Williams Jones Wealth Management, LLC. 0.01% No change 5,722 $817K
Pinnbrook Capital Management LP 0.25% New 5,710 $815K
Crestwood Advisors Group, LLC 0.02% Add +6.6% 5,688 $812K
AlTi Global, Inc. 0.02% Add +30.4% 5,647 $806K
Abel Hall, LLC 0.57% Add +7.4% 5,645 $806K
Romano Brothers and Company 0.11% Add +3.1% 5,628 $803K
Monetary Management Group Inc. 0.21% No change 5,570 $795K
Perkins Coie Trust Co 0.18% No change 5,542 $791K
Southland Equity Partners LLC 0.23% Add +0.0% 5,541 $791K
Milestone Asset Management, LLC 0.20% New 5,523 $788K
Composition Wealth, LLC 0.02% Add +10.4% 5,520 $788K
FineMark National Bank & Trust 0.03% Reduce -38.1% 5,483 $783K
Cordatus Wealth Management LLC 0.29% New 5,472 $781K
Werba Rubin Papier Wealth Management 0.22% Add +21.9% 5,470 $781K
Gallacher Capital Management LLC 0.41% Reduce -7.0% 5,470 $781K
Samjo Management, LLC 0.29% No change 5,400 $771K
Clare Market Investments LLC 0.21% Add +39.6% 5,385 $769K
Baker Chad R 0.16% No change 5,380 $768K
1900 Wealth Management LLC 0.07% Reduce -13.3% 5,375 $767K
Focused Wealth Management, Inc 0.11% Add +7.8% 5,366 $766K
Boston Trust Walden Corp 0.01% No change 5,366 $766K
Diametric Capital, LP 0.42% Add +67.4% 5,359 $765K
Webster Bank, N. A. 0.08% No change 5,351 $764K
Herold Advisors, Inc. 0.18% Reduce -10.1% 5,350 $764K
Smartleaf Asset Management LLC 0.12% Add +23.6% 5,269 $761K
Burns J W & Co. Inc. 0.10% No change 5,330 $761K
American Trust 0.06% Reduce -0.5% 5,323 $760K
Lewis Asset Management, LLC 0.58% Reduce -3.6% 5,290 $755K
Buckingham Strategic Wealth, LLC 0.01% Reduce -15.1% 5,257 $750K
Legacy Capital Wealth Partners, LLC 0.19% New 5,221 $745K
Flputnam Investment Management Co. 0.01% Add +5.8% 5,201 $742K
Cadent Capital Advisors, LLC 0.30% New 5,177 $739K
Unique Wealth Strategies, LLC 0.35% No change 5,750 $738K
Tectonic Advisors LLC 0.05% Add +13.2% 5,172 $738K
Adero Partners, LLC 0.05% Add +4.0% 5,156 $736K
Zimmermann Investment Management & Planning LLC 0.24% Add +20.8% 5,139 $734K
Shilanski & Associates, Inc. 0.25% Reduce -5.2% 5,138 $733K
REDW Wealth LLC 0.19% No change 5,130 $732K
LGL Partners, LLC 0.11% Reduce -7.1% 5,119 $731K
Insight Advisors, LLC/ PA 0.13% Add +21.0% 5,109 $729K
Cantor Fitzgerald, L. P. 0.15% Reduce -34.6% 5,100 $728K
University of Texas/Texas Am Investment Management Co. 0.14% New 5,099 $728K
FSM Wealth Advisors, LLC 0.24% Reduce -9.7% 5,078 $725K
Juncture Wealth Strategies, LLC 0.30% Add +33.3% 5,044 $720K
Asio Capital, LLC 0.15% No change 5,035 $719K
Mather Group, Llc. 0.01% Add +38.2% 5,592 $718K
Westover Capital Advisors, LLC 0.18% No change 5,028 $718K
Puzo Michael J 0.20% Reduce -2.0% 5,000 $714K
JPL Wealth Management, LLC 0.35% Reduce -0.6% 4,972 $710K
Painted Porch Advisors LLC 0.40% Reduce -2.0% 4,968 $709K
Cary Street Partners Investment Advisory LLC 0.03% Add +6.2% 4,933 $704K
Oakwell Private Wealth Management, LLC 0.20% Add +31.4% 4,932 $704K
Park National Corp. 0.03% Add +11.0% 4,919 $702K
Aprio Wealth Management, LLC 0.13% Add +12.2% 4,918 $702K
TD Private Client Wealth LLC 0.02% Reduce -31.3% 4,916 $702K
Concorde Asset Management, LLC 0.43% Add +7.8% 4,915 $702K
Avitas Wealth Management LLC 0.10% Reduce -5.3% 4,899 $699K
Cannell & Spears LLC 0.01% Add +15.3% 4,891 $698K
MJP Associates Inc. 0.14% Add +8.9% 4,863 $694K
Old Port Advisors 0.21% Add +16.2% 4,861 $694K
Essex LLC 0.16% Add +3.8% 4,861 $694K
Tradewinds Capital Management, LLC 0.20% Reduce -3.9% 4,860 $694K
True North Advisors, LLC 0.19% Reduce -5.2% 4,855 $693K
Summit Financial, LLC 0.03% Add +25.9% 4,845 $692K
CoreFirst Bank & Trust 0.46% No change 4,826 $689K
Opinicus Capital, Inc. 0.58% Reduce -0.1% 4,812 $687K
Sawgrass Asset Management LLC 0.07% Add +59.2% 4,810 $687K
Northwest Investment Counselors, LLC 0.17% Add +4.5% 4,805 $686K
Douglas Lane & Associates, LLC 0.01% Add +1.3% 4,805 $686K
180 Wealth Advisors, LLC 0.11% Reduce -26.1% 4,843 $677K
High Net Worth Advisory Group LLC 0.20% No change 4,716 $673K
Moneta Group Investment Advisors LLC 0.01% Add +38.5% 4,705 $672K
GHP Investment Advisors, Inc. 0.03% Add +2.9% 4,694 $670K
Granite Group Advisors, LLC 0.51% No change 4,688 $669K
Apeiron RIA LLC 0.20% Reduce -0.8% 4,680 $668K
First Affirmative Financial Network 0.46% Reduce -4.8% 4,666 $666K
First Horizon Advisors, Inc. 0.02% Add +40.2% 4,656 $665K
M. Kulyk & Associates, LLC 0.15% Reduce -16.3% 4,636 $662K
Cornerstone Wealth Management, LLC 0.05% Add +6.8% 4,623 $660K
Renasant Bank 0.45% Reduce -3.0% 4,583 $654K
Signet Financial Management, LLC 0.09% Add +0.1% 4,563 $651K
Everpar Advisors LLC 0.32% Add +17.3% 4,541 $648K
SteelPeak Wealth, LLC 0.03% Reduce -8.5% 4,497 $642K
Walden Wealth Partners LLC 0.36% No change 4,479 $639K
Capital Group Investment Management Pte. LTD. 0.14% Reduce -5.4% 4,464 $637K
Verus Capital Partners, LLC 0.07% Reduce -18.5% 4,475 $637K
WNY Asset Management, LLC 0.08% Reduce -1.7% 4,436 $633K
Certuity, LLC 0.05% Add +83.6% 4,416 $630K
Zega Financial, LLC 0.23% New 4,399 $628K
LJI Wealth Management, LLC 0.14% Add +3.5% 4,380 $625K
Mathes Company, Inc. 0.23% Reduce -5.8% 4,345 $620K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -53.0% 4,339 $619K
Aspen Grove Capital, LLC 0.14% Reduce -4.8% 4,294 $613K
Atlas Brown,Inc. 0.22% Add +12.0% 4,283 $611K
Transcendent Capital Group LLC 0.35% New 4,280 $611K
KFG Wealth Management, LLC 0.24% Add +1.2% 4,263 $608K
Badgley Phelps Wealth Managers, LLC 0.01% Add +7.2% 4,252 $607K
Curated Wealth Partners LLC 0.08% — 4,240 $605K
Chesley Taft & Associates LLC 0.03% Reduce -1.2% 4,195 $599K
JNBA Financial Advisors 0.06% Reduce -24.9% 4,187 $598K
Brown Miller Wealth Management, LLC 0.25% Add +0.7% 4,186 $598K
William Allan Corp 0.40% No change 4,178 $596K
Paragon Private Wealth Management, LLC 0.34% Add +35.6% 4,170 $595K
Veracity Capital LLC 0.25% Reduce -30.4% 4,148 $592K
Keebeck Wealth Management 0.09% No change 4,136 $590K
Smith, Moore & Co. 0.06% Add +4.7% 4,099 $585K
Platform Technology Partners 0.20% — 4,093 $584K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -27.5% 4,091 $584K
PFG Advisors 0.04% Reduce -0.1% 4,088 $583K
KG Capital Management 0.20% Reduce -1.8% 4,087 $583K
Continuum Advisory, LLC 0.08% Add +0.9% 4,061 $580K
Tiemann Investment Advisors, LLC 0.26% No change 4,050 $578K
Ledyard National Bank 0.06% Reduce -3.0% 4,035 $576K
Redmond Asset Management, LLC 0.19% No change 4,025 $575K
Analyst IMS Investment Management Services Ltd. 0.02% No change 4,004 $571K
Fca Corp. 0.18% No change 4,000 $571K
Lafayette Investments, Inc. 0.13% No change 4,000 $571K
Financial & Tax Architects, LLC 0.15% Add +35.2% 3,991 $570K
Oxford Financial Group, LTD. LLC 0.04% Add +29.6% 3,980 $568K
HM Payson & Co. 0.01% Add +2.7% 3,975 $567K
Householder Group Estate & Retirement Specialist, LLC 0.16% Add +3.7% 3,977 $567K
Principle Wealth Partners LLC 0.04% Add +5.3% 3,967 $566K
Stock Yards Bank & Trust Co. 0.02% No change 3,953 $564K
Redwood Investments, LLC 0.19% No change 3,950 $564K
Independence Bank of Kentucky 0.15% Add +67.0% 3,925 $560K
Hilltop Holdings Inc. 0.07% Add +66.7% 3,924 $560K
InTrack Investment Management Inc 0.40% Add +14.3% 3,919 $559K
Wealth Group, Ltd. 0.40% Add +11.4% 3,917 $559K
Capital Investment Advisors, LLC 0.01% Add +21.7% 3,908 $558K
BayBridge Capital Group, LLC 0.43% Add +2.0% 3,887 $555K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -5.7% 3,859 $554K
Key Financial Inc 0.13% No change 3,872 $553K
Chevy Chase Trust Holdings, LLC 0.00% New 3,871 $553K
Cahill Financial Advisors Inc. 0.08% Add +14.9% 3,859 $551K
TFC Financial Management, Inc. 0.10% No change 3,845 $549K
Angeles Investment Advisors, LLC 0.03% Add +104.4% 3,839 $548K
Colonial River Investments, LLC 0.29% Reduce -5.4% 3,823 $546K
Kuhn & Co Investment Counsel 0.49% Add +0.6% 3,822 $546K
Cascade Financial Partners, LLC 0.07% Add +2.3% 3,801 $543K
Marcum Wealth, LLC 0.05% Add +0.9% 3,793 $541K
Steel Grove Capital Advisors, LLC 0.07% Add +2.3% 3,790 $541K
Rosenberg Matthew Hamilton 0.16% Reduce -2.5% 3,718 $541K
Lagoda Investment Management, L.P. 0.31% No change 3,780 $540K
Private Client Services, LLC 0.34% Add +1.1% 3,777 $539K
Wealthgarden F.S. LLC 0.56% — 3,723 $531K
Elser Financial Planning, Inc 0.09% — 3,714 $530K
Eagle Ridge Investment Management 0.05% No change 3,712 $530K
Founders Financial Securities LLC 0.05% Add +119.2% 3,709 $529K
Fermata Advisors, LLC 0.12% Add +58.3% 3,695 $527K
Great Lakes Advisors, LLC 0.00% Add +1.4% 3,686 $526K
Colorado Capital Management, Inc. 0.29% No change 3,662 $523K
Avantax Planning Partners, Inc. 0.02% Add +52.6% 3,656 $522K
Three Seasons Wealth, LLC 0.29% New 3,654 $522K
Ausdal Financial Partners, Inc. 0.06% Add +6.7% 3,641 $520K
Titleist Asset Management, LLC 0.08% Reduce -3.3% 3,641 $520K
Arax Advisory Partners 0.05% Reduce -4.2% 3,637 $519K
Catalina Capital Group, LLC 0.20% Add +0.5% 3,631 $518K
ProVise Management Group, LLC 0.04% Add +0.3% 3,631 $518K
Western Wealth Management, LLC 0.04% Add +24.4% 3,630 $518K
Abbot Financial Management, Inc. 0.28% New 3,609 $515K
Hoxton Planning & Management, LLC 0.24% Reduce -0.4% 3,598 $514K
Ascentis Independent Advisors 0.11% — 3,577 $511K
Dearborn Partners LLC 0.02% Add +5.9% 3,572 $510K
Visionary Wealth Advisors 0.03% Add +10.6% 3,563 $509K
Sittner & Nelson, LLC 0.25% Reduce -29.6% 3,562 $508K
Northeast Investment Management 0.02% No change 3,560 $508K
Cobblestone Capital Advisors LLC 0.03% No change 3,556 $508K
Riversedge Advisors, LLC 0.12% Add +12.1% 3,556 $508K
Stamos Capital Partners, L.P. 0.11% Reduce -9.0% 3,530 $504K
BIP Wealth, LLC 0.04% Add +0.7% 3,530 $504K
MSA Advisors, LLC 0.14% No change 3,500 $500K
Verity & Verity, LLC 0.05% No change 3,490 $498K
Brandywine Managers, LLC 0.53% New 3,482 $497K
Leavell Investment Management, Inc. 0.03% Add +91.2% 3,485 $497K
Nicholas Hoffman & Company, LLC. 0.02% New 3,472 $496K
Nomura Holdings Inc. 0.00% Add +62.3% 3,467 $495K
Clear Harbor Asset Management, LLC 0.04% No change 3,456 $493K
Benjamin Edwards Inc. 0.09% Add +2.6% 3,455 $493K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.13% Add +6.2% 3,447 $492K
Roberts Glore & Co. Inc. 0.15% No change 3,430 $490K
Mosley Wealth Management 0.42% Reduce -16.6% 3,420 $488K
Knights of Columbus Asset Advisors LLC 0.03% No change 3,416 $488K
AlphaMark Advisors, LLC 0.17% Add +1.6% 3,397 $485K
Red Door Wealth Management, LLC 0.09% No change 3,396 $485K
Henshaw Capital LLC 0.02% Add +3.5% 3,391 $484K
Wilkinson Global Asset Management LLC 0.03% No change 3,380 $482K
Family Manage LLC 0.09% Add +0.9% 3,379 $482K
Old National Bancorp 0.01% Reduce -7.6% 3,372 $481K
Waterloo Capital, L.P. 0.06% New 3,365 $480K
Capital Asset Advisory Services LLC 0.03% Add +0.5% 3,420 $480K
Arcadia Investment Management Corp. 0.08% No change 3,354 $479K
Prosperity Consulting Group, LLC 0.06% Reduce -1.1% 3,354 $479K
Bill Few Associates, Inc. 0.18% Add +13.6% 3,350 $478K
Tradewinds, LLC. 0.15% New 3,350 $478K
Advisory Research Inc. 0.09% Add +44.4% 3,342 $477K
Parisi Gray Wealth Management 0.17% Add +21.3% 3,337 $476K
Northstar Group, Inc. 0.09% Reduce -8.8% 3,336 $476K
Paces Ferry Wealth Advisors, LLC 0.29% Reduce -2.2% 3,332 $476K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -29.2% 3,320 $474K
Financial Network Wealth Advisors LLC 0.35% Add +6.3% 3,306 $472K
Ellis Investment Partners, LLC 0.10% Add +2.3% 3,302 $471K
Main Street Financial Solutions, LLC 0.04% Add +22.7% 3,300 $471K
Roman Butler Fullerton & Co. 0.15% New 3,294 $470K
Hudock, Inc. 0.09% Add +2.0% 3,292 $470K
D. Scott Neal, Inc. 0.26% No change 3,280 $468K
Curbstone Financial Management Corp 0.10% Reduce -5.8% 3,280 $468K
TFB Advisors LLC 0.15% Add +26.4% 3,276 $468K
Scientech Research LLC 0.10% New 3,269 $467K
Ironsides Asset Advisors, LLC 0.16% No change 3,268 $466K
Inscription Capital, LLC 0.08% Reduce -32.4% 3,265 $466K
Cyndeo Wealth Partners, LLC 0.04% Reduce -12.2% 3,253 $464K
Zacks Investment Management 0.01% Add +10.1% 3,251 $464K
LCM Capital Management Inc 0.29% Add +2.2% 3,215 $459K
Laurel Wealth Advisors LLC 0.08% No change 3,210 $458K
Enterprise Financial Services Corp 0.28% Add +0.2% 3,205 $457K
Ironwood Investment Counsel, LLC 0.08% No change 3,204 $457K
Heritage Wealth Management, Inc. 0.15% — 3,212 $457K
Transcend Capital Advisors, LLC 0.03% Add +18.6% 3,198 $457K
Capital Management Associates, Inc 0.27% No change 3,180 $454K
Massachusetts Wealth Management 0.30% No change 3,175 $453K
Knuff & Co LLC 0.15% Add +4772.3% 3,167 $452K
Relyea Zuckerberg Hanson LLC 0.08% Add +0.5% 3,158 $451K
Wellington Shields Capital Management, LLC 0.08% Add +7.9% 3,150 $450K
Aft, Forsyth & Company, Inc. 0.22% No change 3,125 $446K
Mill Creek Capital Advisors, LLC 0.01% Reduce -6.3% 3,124 $446K
Allen Wealth Management, LLC 0.39% Reduce -17.4% 3,090 $441K
Foster Dykema Cabot & Partners, LLC 0.04% No change 3,090 $441K
Gryphon Financial Partners LLC 0.07% Add +56.6% 3,086 $440K
Belpointe Asset Management LLC 0.03% Add +4.0% 3,085 $440K
Cookson Peirce & Co. Inc. 0.02% Reduce -3.1% 3,070 $438K
Security Financial Services, INC. 0.10% Reduce -0.2% 3,067 $438K
Wealthstream Advisors, Inc. 0.16% Add +1.3% 3,065 $437K
Aveo Capital Partners, LLC 0.05% Reduce -29.8% 3,046 $435K
MN Wealth Advisors, LLC 0.25% No change 3,040 $434K
Fiera Capital Corp 0.00% Reduce -40.4% 3,032 $433K
Nicolet Advisory Services, LLC 0.04% Add +9.0% 3,028 $432K
Pinnacle Wealth Management Advisory Group, LLC 0.04% No change 3,020 $431K
PFW Advisors LLC 0.14% Reduce -2.4% 3,018 $431K
Fort Washington Investment Advisors Inc. 0.00% Add +1.7% 3,011 $430K
Indie Asset Partners, LLC 0.34% Add +30.4% 3,002 $429K
Dymon Asia Capital (singapore) Pte. LTD. 0.53% Reduce -62.5% 3,000 $428K
Central Asset Investments & Management Holdings (HK) Ltd 0.30% No change 3,000 $428K
Howard Capital Management Group, LLC 0.03% No change 3,000 $428K
Sandy Spring Bank 0.02% Add +1.8% 2,996 $428K
Argus Investors' Counsel, Inc. 0.26% Add +88.6% 2,990 $427K
Richardson Financial Services Inc. 0.31% Add +8.3% 2,975 $425K
ABLE Financial Group, LLC 0.15% Add +2.5% 2,972 $424K
Monterey Private Wealth, Inc. 0.16% No change 2,968 $424K
Kidder Stephen W 0.13% Reduce -3.9% 2,950 $421K
YHB Investment Advisors, Inc. 0.04% Add +9.3% 2,950 $421K
Horizon Investment Services, LLC 0.20% Add +3.2% 2,935 $419K
First Business Financial Services, Inc. 0.04% No change 2,934 $419K
Planning Directions Inc. 0.28% Add +0.1% 2,920 $417K
Seldon Capital LP 0.23% No change 2,910 $415K
Northwest Financial Advisors 0.42% Add +6.7% 2,901 $414K
Wealth Architects, LLC 0.05% Reduce -0.6% 2,899 $414K
Montecito Bank & Trust 0.08% Reduce -9.8% 2,896 $413K
Kingfisher Capital LLC 0.10% Add +44.6% 2,893 $413K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -14.2% 2,880 $411K
Wagner Wealth Management, LLC 0.12% Add +2.9% 2,878 $411K
WMS Partners, LLC 0.03% Reduce -14.7% 2,871 $410K
Salvus Wealth Management, LLC 0.28% Add +8.3% 2,866 $409K
Waldron Private Wealth LLC 0.02% Add +1.6% 2,859 $408K
Confluence Wealth Services, Inc. 0.03% Add +6.2% 2,854 $407K
Vienna Asset Management LLC 0.34% New 2,846 $406K
Keystone Financial Group 0.15% Add +18.9% 2,846 $406K
M3 Advisory Group, LLC 0.33% Add +21.7% 2,844 $406K
Cedrus LLC 0.20% Add +7.0% 2,838 $405K
New Republic Capital, LLC 0.20% Add +10.4% 2,837 $405K
Aptus Capital Advisors, LLC 0.01% Reduce -7.6% 2,834 $404K
Epic Trust Investment Advisors, LLC 0.44% New 2,829 $404K
AA Financial Advisors, LLC 0.14% Add +3.2% 2,805 $400K
Diversified Trust Co. 0.01% Reduce -33.3% 2,798 $399K
RMR Wealth Builders 0.05% Add +18.7% 2,790 $398K
Flow Traders U.S. LLC 0.02% Reduce -89.4% 2,789 $398K
Gries Financial LLC 0.08% No change 2,768 $395K
Fulton Bank, N.A. 0.02% Reduce -41.4% 2,766 $395K
Texas Capital Bancshares Inc 0.16% Reduce -0.5% 2,758 $394K
Lyell Wealth Management, LP 0.04% No change 2,754 $393K
Opal Wealth Advisors, LLC 0.13% Reduce -8.4% 2,753 $393K
Addison Advisors LLC 0.13% Add +13.7% 2,750 $393K
FLC Capital Advisors 0.10% No change 2,750 $393K
Prudent Man Advisors, LLC 0.14% Add +29.7% 2,721 $388K
Baron Wealth Management LLC 0.20% Reduce -2.6% 2,714 $387K
CFS Investment Advisory Services, LLC 0.03% New 2,701 $386K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% Reduce -25.0% 2,700 $385K
Financial Management Network Inc. 0.09% Add +3.2% 2,678 $381K
Xponance LLC 0.00% Add +27.6% 2,665 $380K
MGB Wealth Management, LLC 0.14% No change 2,674 $380K
HFG Advisors, Inc. 0.35% Reduce -16.9% 2,660 $380K
Glass Jacobson Investment Advisors llc 0.14% Reduce -17.4% 2,651 $378K
Associated Banc-Corp 0.01% Add +16.2% 2,650 $378K
Palisade Asset Management, LLC 0.04% Reduce -15.6% 2,646 $378K
Novare Capital Management LLC 0.03% No change 2,642 $377K
Abbrea Capital, LLC 0.05% Reduce -19.7% 2,639 $377K
Optimist Retirement Group LLC 0.20% Add +12.8% 2,635 $376K
CRA Financial Services, LLC 0.08% Add +2.5% 2,626 $375K
First National Trust Co 0.02% Add +1.8% 2,616 $373K
Veltria Advisors Corp. 0.13% Reduce -13.8% 2,614 $373K
Breakwater Capital Group 0.08% No change 2,613 $373K
Allred Capital Management, LLC 0.14% Add +2.9% 2,603 $371K
HMS Capital Management, LLC 0.19% Reduce -0.9% 2,603 $371K
Notis-McConarty Edward 0.15% Reduce -13.3% 2,600 $371K
Pathway Financial Advisors LLC 0.10% No change 2,600 $371K
Phillips Wealth Planners LLC 0.39% Reduce -4.1% 2,599 $371K
McNamara Financial Services, Inc. 0.08% Reduce -14.9% 2,599 $371K
Centerpoint Advisors, LLC 0.13% Add +12.6% 2,595 $370K
Wexford Capital LP 0.09% No change 2,592 $370K
9258 Wealth Management, LLC 0.06% Reduce -4.0% 2,589 $370K
Weatherly Asset Management L. P. 0.03% No change 2,582 $369K
Sandhill Capital Partners LLC 0.03% No change 2,582 $369K
FMB Wealth Management 0.28% Add +8.8% 2,578 $368K
Eads & Heald Wealth Management 0.18% Reduce -2.1% 2,567 $366K
Castleview Partners, LLC 0.21% Add +4.0% 2,544 $363K
Spectrum Wealth Counsel, LLC 0.05% Reduce -2.4% 2,543 $363K
Zhang Financial LLC 0.03% Add +2.3% 2,537 $362K
Klingman & Associates, LLC 0.02% Add +40.7% 2,522 $360K
First National Bank of Hutchinson 0.23% Reduce -17.1% 2,522 $360K
Mainstay Capital Management LLC 0.06% Add +0.5% 2,522 $360K
Quantum Portfolio Management LLC 0.21% Reduce -32.8% 2,519 $360K
Capital Counsel LLC 0.02% No change 2,500 $357K
Pinion Investment Advisors, LLC 0.18% New 2,475 $353K
Aureus Asset Management, LLC 0.02% No change 2,475 $353K
Cerro Pacific Wealth Advisors LLC 0.14% — 2,473 $353K
Iron Gate Global Advisors LLC 0.06% Add +2.3% 2,466 $352K
Colonial Trust Co / SC 0.06% No change 2,457 $351K
Highline Wealth Partners LLC 0.13% Add +38.2% 2,457 $351K
Strategy Asset Managers LLC 0.08% Reduce -50.5% 2,157 $349K
Lifestyle Asset Management, Inc. 0.20% Add +19.1% 2,433 $347K
Rollins Financial Advisors, LLC 0.06% Reduce -20.8% 2,432 $347K
Balboa Wealth Partners 0.09% Reduce -11.8% 2,408 $344K
Guardian Asset Advisors, LLC 0.25% Add +11.1% 2,405 $343K
Schrum Private Wealth Management LLC 0.31% No change 2,402 $343K
New Hampshire Trust 0.08% No change 2,400 $343K
Strategic Financial Services, Inc. 0.02% Reduce -4.1% 2,399 $342K
Buck Wealth Strategies, LLC 0.10% New 2,393 $342K
Beacon Capital Management, LLC 0.06% No change 2,374 $339K
Avalon Trust Co 0.03% No change 2,372 $339K
ORG Partners LLC 0.04% Add +18.5% 2,329 $338K
Lion Street Advisors, LLC 0.13% Add +0.5% 2,371 $338K
JGP Wealth Management, LLC 0.05% Reduce -1.0% 2,366 $338K
Taylor Hoffman Wealth Management 0.14% Add +4.3% 2,320 $337K
Lineweaver Wealth Advisors, LLC 0.07% Reduce -0.2% 2,358 $337K
Operose Advisors LLC 0.12% No change 2,348 $335K
Birchcreek Wealth Management, LLC 0.19% New 2,347 $335K
Sprott Inc. 0.02% New 2,347 $335K
Becker Capital Management Inc. 0.01% No change 2,347 $335K
PCA Investment Advisory Services Inc. 0.17% Add +14.9% 2,330 $333K
Merriman Wealth Management, LLC 0.01% Add +6.7% 2,325 $332K
D L Carlson Investment Group Inc. 0.06% Add +0.7% 2,317 $331K
Alaska Permanent Fund Corp 0.00% Reduce -19.3% 2,493 $331K
Norris Financial Group, LLC 0.17% New 2,308 $329K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -1.8% 2,307 $329K
Sterling Investment Counsel, LLC 0.13% New 2,307 $329K
AdvisorNet Financial, Inc 0.03% Reduce -11.3% 2,304 $329K
IRON Financial LLC 0.18% Add +0.6% 2,296 $328K
Lokken Investment Group LLC 0.15% New 2,293 $327K
Per Stirling Capital Management, LLC. 0.05% No change 2,279 $325K
Stephens Consulting, LLC 0.09% Add +9.2% 2,278 $325K
Garden State Investment Advisory Services LLC 0.11% Reduce -7.3% 2,273 $325K
Red Mountain Financial, LLC 0.39% — 2,270 $324K
Linden Thomas Advisory Services, LLC 0.05% Add +18.9% 2,263 $323K
Oxbow Advisors, LLC 0.04% Add +25.9% 2,261 $323K
One Capital Management, LLC 0.01% Reduce -1.2% 2,257 $322K
SP Asset Management LLC 0.03% New 2,249 $321K
New World Advisors LLC 0.09% Reduce -0.4% 2,248 $321K
AlphaStar Capital Management, LLC 0.03% Reduce -10.5% 2,244 $320K
Continental Investors Services, Inc. 0.71% Add +3.6% 2,243 $320K
NorthRock Partners, LLC 0.01% Add +8.9% 2,241 $320K
National Wealth Management Group, LLC 0.24% New 2,239 $320K
Gladstone Institutional Advisory LLC 0.02% Reduce -20.5% 2,225 $318K
FinTrust Capital Advisors, LLC 0.06% Add +4.1% 2,224 $317K
Strategic Wealth Partners, Ltd. 0.03% Reduce -5.0% 2,222 $317K
Heritage Trust Co 0.04% Add +17.9% 2,216 $316K
Financial Insights, Inc. 0.09% No change 2,212 $316K
Ceeto Capital Group, LLC 0.12% No change 2,206 $315K
Savvy Advisors, Inc. 0.10% New 2,204 $315K
Larson Financial Group LLC 0.02% Reduce -15.5% 2,200 $314K
Appleton Partners Inc. 0.02% No change 2,192 $313K
Nabity-Jensen Investment Management Inc 0.25% No change 2,178 $311K
Stonebrook Private Inc. 0.09% Add +1.8% 2,176 $311K
Foster Group, Inc. 0.01% Add +1.8% 2,173 $310K
Capital Planning Advisors, LLC 0.05% No change 2,172 $310K
Ancora Advisors LLC 0.01% Add +3.1% 2,168 $309K
Wolf Group Capital Advisors 0.12% New 2,165 $309K
Proffitt & Goodson Inc. 0.05% Add +0.5% 2,156 $308K
Planned Solutions, Inc. 0.15% No change 2,154 $307K
Kanawha Capital Management LLC 0.02% No change 2,148 $307K
Lodestar Private Asset Management LLC 0.04% No change 2,147 $306K
Divergent Planning, LLC 0.12% No change 2,205 $306K
Kennedy Capital Management LLC 0.01% Add +18.5% 2,141 $306K
Acorn Creek Capital LLC 0.18% Add +6.3% 2,140 $306K
NWF Advisory Services Inc. 0.05% Add +14.8% 2,134 $305K
Parkside Advisors LLC 0.08% No change 2,124 $303K
Cape Cod Five Cents Savings Bank 0.03% No change 2,120 $303K
Spirepoint Private Client, LLC 0.04% No change 2,114 $302K
Prelude Capital Management, LLC 0.03% New 2,102 $300K
JSF Financial, LLC 0.09% Add +0.2% 2,099 $300K
MontVue Capital Management, Inc. 0.24% Add +29.8% 2,089 $298K
GoalVest Advisory LLC 0.10% Add +1543.3% 2,087 $298K
Burns Matteson Capital Management, LLC 0.19% Add +5.5% 2,082 $297K
Bank of Nova Scotia Trust Co. 0.03% No change 2,075 $296K
Covestor Ltd 0.19% Reduce -1.2% 2,077 $296K
StrongBox Wealth, LLC 0.14% New 2,062 $294K
Moseley Investment Management Inc. 0.14% No change 2,060 $294K
Twin Capital Management Inc. 0.03% No change 2,060 $294K
Quadcap Wealth Management, LLC 0.05% Add +15.2% 2,059 $294K
Retirement Income Solutions, Inc. 0.07% Add +2.8% 2,056 $293K
Trust Co. of Oklahoma 0.10% Reduce -1.1% 2,053 $293K
Aurora Private Wealth, Inc. 0.26% Add +11.9% 2,053 $293K
GFG Capital, LLC 0.08% Add +4.9% 2,048 $292K
Patten & Patten Inc. 0.02% Add +1.7% 2,045 $292K
Unionview, LLC 0.24% Add +0.1% 2,042 $291K
Innova Wealth Partners 0.21% New 2,037 $291K
GDS Wealth Management 0.03% Add +0.5% 2,028 $289K
Moneco Advisors, LLC 0.04% Add +12.7% 2,014 $287K
Gratus Wealth Advisors, LLC 0.05% Add +27.1% 2,185 $287K
Thomasville National Bank 0.02% No change 2,010 $287K
Bigelow Investment Advisors, LLC 0.14% No change 2,005 $286K
Sharp Wealth Advisory, LLC 0.24% New 2,000 $285K
Carr Financial Group Corp 0.09% Add +27.5% 1,999 $285K
Founders Financial Alliance, LLC 0.08% Add +2.8% 1,994 $285K
Weaver Capital Management LLC 0.09% Add +2.7% 1,993 $284K
Apella Capital, LLC 0.01% Reduce -9.1% 2,025 $284K
McLean Asset Management Corp 0.09% New 1,990 $284K
Encompass More Asset Management 0.20% Add +2.4% 1,984 $283K
Proficio Capital Partners LLC 0.03% Reduce -4.3% 1,979 $282K
Westmount Partners, LLC 0.09% Reduce -17.1% 1,942 $282K
Pine Valley Investments Ltd Liability Co 0.02% Add +14.1% 1,975 $282K
Crown Wealth Group, LLC 0.14% Add +0.1% 1,974 $282K
Inspirion Wealth Advisors, LLC 0.04% No change 1,972 $281K
Interchange Capital Partners, LLC 0.10% New 1,967 $281K
Wealthquest Corp 0.03% No change 1,966 $281K
Plancorp, LLC 0.01% Add +0.5% 1,965 $280K
Regal Investment Advisors LLC 0.02% Reduce -1.2% 1,961 $280K
Empire Financial Management Company, LLC 0.09% No change 1,960 $280K
Dimension Capital Management LLC 0.06% New 1,958 $279K
CFO4Life Group, LLC 0.05% Reduce -27.4% 1,957 $279K
Truvestments Capital LLC 0.11% No change 1,954 $279K
Ballew Advisors, Inc 0.18% Add +18.2% 1,972 $279K
Mosaic Family Wealth Partners, LLC 0.04% Add +10.0% 1,936 $276K
TPG Advisors LLC 0.24% — 1,936 $276K
Princeton Global Asset Management LLC 0.06% Add +84.2% 1,929 $275K
Sigma Investment Counselors Inc. 0.02% Reduce -2.3% 1,928 $275K
PFG Private Wealth Management, LLC 0.17% Add +3.6% 1,926 $275K
Burney Co./ 0.01% Add +1.6% 1,921 $274K
Asset Dedication, LLC 0.02% No change 1,914 $273K
Strategic Blueprint, LLC 0.02% Reduce -14.8% 1,912 $273K
Symphony Financial, Ltd. Co. 0.05% Add +0.6% 1,899 $273K
Prospect Financial Services LLC 0.21% Reduce -19.2% 1,902 $271K
Optivise Advisory Services LLC 0.15% — 1,898 $271K
Guerra Pan Advisors, LLC 0.23% Add +15.9% 1,897 $271K
Harbor Investment Advisory, LLC 0.03% Add +1.9% 1,894 $270K
ZWJ Investment Counsel Inc. 0.01% No change 1,893 $270K
Cadence Bank 0.02% Reduce -26.3% 1,892 $270K
CVA Family Office, LLC 0.05% Add +5.6% 1,882 $269K
Gallagher Fiduciary Advisors, LLC 0.06% Add +9.4% 1,878 $268K
Atticus Wealth Management, LLC 0.09% Reduce -0.6% 1,875 $268K
Orange Investment Advisors, Inc. 0.03% New 2,514 $267K
Beacon Financial Group 0.03% Add +1.7% 1,866 $266K
Opes Wealth Management LLC 0.06% Add +12.2% 1,865 $266K
Dash Acquisitions Inc. 0.07% Reduce -1.5% 1,962 $266K
Fort Henry Capital, LLC 0.19% No change 1,860 $265K
Investment Management Associates Inc. 0.09% No change 1,860 $265K
Frazier Financial Advisors, LLC 0.21% Add +6.8% 1,856 $265K
Sand Hill Global Advisors, LLC 0.01% New 1,855 $265K
Heritage Wealth Advisors 0.01% No change 1,850 $264K
Liberty One Investment Management, LLC 0.03% Add +76.8% 1,853 $264K
Watershed Private Wealth LLC 0.11% No change 1,843 $263K
Trek Financial, LLC 0.02% New 1,840 $263K
Atlanta Consulting Group Advisors, LLC 0.06% Reduce -53.6% 1,839 $262K
Faithward Advisors, LLC 0.05% Reduce -7.3% 1,839 $262K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -4.0% 1,839 $262K
Westside Investment Management, Inc. 0.06% Add +27.9% 1,826 $261K
KCM Investment Advisors LLC 0.01% Add +5.8% 1,816 $259K
Lantz Financial LLC 0.08% Add +4.0% 1,811 $259K
Paulson Wealth Management Inc. 0.07% Reduce -0.6% 1,801 $257K
HBW Advisory Services LLC 0.04% New 1,799 $257K
BBR Partners, LLC 0.02% Reduce -18.4% 1,798 $257K
Parkside Financial Bank & Trust 0.04% Reduce -24.2% 1,794 $256K
OPTIMAS CAPITAL Ltd 0.29% New 2,104 $256K
Fifth Third Wealth Advisors LLC 0.02% New 1,786 $255K
Mitchell Sinkler & Starr 0.07% Reduce -17.2% 1,955 $254K
Sargent Investment Group, LLC 0.05% No change 1,776 $254K
AIFG Consultants Ltd. 0.19% New 1,772 $253K
Northeast Financial Consultants Inc 0.01% New 1,768 $252K
Wells Trecaso Financial Group, LLC 0.09% Reduce -0.3% 1,758 $251K
Sage Private Wealth Group, LLC 0.21% Reduce -0.2% 1,757 $251K
Matrix Private Capital Group LLC 0.16% Add +7.9% 1,757 $251K
Heritage Wealth Management, Inc./Texas 0.16% No change 1,750 $250K
Burke & Herbert Bank & Trust Co. 0.06% New 1,750 $250K
Nottingham Advisors, Inc. 0.03% No change 1,750 $250K
Investment House LLC 0.01% New 1,750 $250K
Acorn Wealth Advisors, LLC 0.12% Add +2.7% 1,746 $249K
KRS Capital Management, LLC 0.19% No change 1,745 $249K
Prairie Wealth Advisors, Inc. 0.13% Reduce -0.5% 1,745 $249K
Anchor Capital Advisors LLC 0.01% No change 1,740 $248K
Alpha Financial Partners LLC 0.21% Add +8.1% 1,739 $248K
Mosaic Financial Group, LLC 0.18% No change 1,730 $247K
New Century Financial Group, LLC 0.10% New 1,730 $247K
Transamerica Financial Advisors, LLC 0.03% No change 1,721 $246K
KLCM Advisors, Inc. 0.03% No change 1,721 $246K
Wellspring Financial Advisors, LLC 0.03% Add +7.4% 1,711 $244K
Trustmark Bank Trust Department 0.02% New 1,710 $244K
Warren Street Wealth Advisors, LLC 0.12% Add +6.7% 1,707 $244K
Wintrust Investments LLC 0.02% New 1,703 $243K
Resolute Wealth Strategies, LLC 0.14% New 1,701 $243K
Brass Tax Wealth Management, Inc. 0.05% No change 1,700 $243K
Lazari Capital Management, Inc. 0.11% New 1,692 $242K
Credit Agricole S A 0.00% Add +137.6% 1,692 $242K
Keeler & Nadler Financial Planning & Wealth Management 0.13% Reduce -0.7% 1,690 $241K
Benchmark Financial Wealth Advisors, LLC 0.09% Reduce -4.4% 1,689 $241K
Vaughan David Investments LLC 0.01% Reduce -4.5% 1,687 $241K
Adamsbrown Wealth Consultants LLC 0.09% New 1,683 $240K
Decatur Capital Management, Inc. 0.12% Reduce -7.3% 1,677 $239K
Aspire Capital Advisors LLC 0.08% Add +0.6% 1,677 $239K
Country Club Bank 0.02% No change 1,650 $238K
ORBA Wealth Advisors, L.L.C. 0.12% No change 1,665 $238K
Morningstar Investment Services LLC 0.00% New 1,643 $237K
Campbell Capital Management Inc. 0.10% No change 1,658 $237K
Satovsky Asset Management LLC 0.06% Add +0.6% 1,653 $236K
JGP Global Gestao de Recursos Ltda. 0.30% Reduce -1.1% 1,649 $235K
Front Street Capital Management, Inc. 0.04% No change 1,648 $235K
Modern Wealth Management, LLC 0.02% Reduce -18.9% 1,640 $234K
Silverlake Wealth Management LLC 0.10% New 1,638 $234K
Quadrant Private Wealth Management, LLC 0.05% New 1,636 $233K
Hutchens & Kramer Investment Management Group, LLC 0.13% Reduce -13.2% 1,604 $233K
Advus Financial Partners, LLC 0.07% No change 1,630 $233K
Hartline Investment Corp./ 0.03% Reduce -90.7% 1,620 $231K
Townsend Asset Management Corp. /NC/ 0.09% No change 1,613 $230K
First City Capital Management, Inc. 0.13% No change 1,610 $230K
Willis Johnson & Associates, Inc. 0.02% Reduce -4.4% 1,607 $229K
Leeward Financial Partners, LLC 0.09% Reduce -7.3% 1,605 $229K
Cardiff Park Advisors, LLC 0.02% Add +1.9% 1,605 $229K
Parcion Private Wealth LLC 0.02% New 1,602 $229K
ICONIQ Capital, LLC 0.00% New 1,601 $229K
Royal Capital Wealth Management, LLC 0.17% No change 1,600 $228K
Narus Financial Partners, LLC 0.09% Reduce -21.9% 1,600 $228K
Cypress Wealth Services, LLC 0.05% New 1,600 $228K
Thrive Capital Management, LLC 0.10% New 1,595 $228K
TPG Financial Advisors, LLC 0.11% — 1,594 $227K
Abacus Planning Group, Inc. 0.04% Reduce -4.0% 1,593 $227K
Fragasso Financial Advisors Inc 0.02% New 1,593 $227K
Cherrydale Wealth Management, LLC 0.10% New 1,588 $227K
Moody National Bank Trust Division 0.02% New 1,583 $226K
Smith Thornton Advisors LLC 0.17% — 1,583 $226K
Ewa, LLC 0.09% Reduce -1.4% 1,692 $226K
Sfmg, LLC 0.02% Reduce -5.6% 1,578 $225K
Robertson Stephens Wealth Management, LLC 0.01% New 1,577 $225K
Grassi Investment Management 0.02% New 1,575 $225K
Douglass Winthrop Advisors, LLC 0.00% Reduce -1.9% 1,576 $225K
Norris Perne & French LLP 0.02% No change 1,574 $225K
Garner Asset Management Corp 0.08% Reduce -0.5% 1,572 $224K
Palumbo Wealth Management LLC 0.09% New 1,567 $224K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -2.6% 1,536 $223K
Davis R M Inc. 0.00% No change 1,563 $223K
Fiduciary Financial Group, LLC 0.05% — 1,583 $223K
Kintra Wealth, LLC 0.16% Reduce -7.1% 1,561 $223K
Silicon Valley Capital Partners 0.03% Add +109.8% 1,536 $219K
Apriem Advisors 0.03% New 1,535 $219K
Financial Security Advisor, Inc. 0.07% New 1,533 $219K
Barometer Capital Management Inc. 0.08% New 1,530 $218K
LM Advisors LLC 0.04% Reduce -11.2% 1,529 $218K
Seascape Capital Management 0.08% New 1,518 $217K
49 Wealth Management, LLC 0.04% Reduce -7.0% 1,486 $216K
Goodman Financial Corp 0.05% New 1,512 $216K
Creekside Partners 0.12% — 1,505 $215K
Verition Fund Management LLC 0.00% Reduce -13.9% 1,502 $214K
Wellington Shields & Co., LLC 0.07% Add +36.4% 1,500 $214K
Edmonds Duncan Registered Investment Advisors, LLC 0.05% New 1,500 $214K
Accredited Investors Inc. 0.01% New 1,486 $212K
Fortitude Advisory Group L.L.C. 0.13% New 1,483 $212K
Mendel Money Management 0.10% New 1,481 $211K
International Private Wealth Advisors LLC 0.36% Reduce -21.0% 1,480 $211K
WP Advisors, LLC 0.07% New 1,480 $211K
Aire Advisors, LLC 0.05% New 1,479 $211K
Aletheian Wealth Advisors LLC 0.11% New 1,468 $210K
Sharkey, Howes & Javer 0.03% New 1,466 $209K
Nadler Financial Group, Inc. 0.02% Reduce -11.2% 1,466 $209K
CCG Wealth Management, LLC 0.12% New 1,459 $208K
Old Mission Investment Co LLC 0.07% New 1,453 $207K
Financial Management Professionals, Inc. 0.03% Add +104.4% 1,453 $207K
Gibraltar Capital Management, Inc. 0.09% New 1,450 $207K
Investment Advisory Group, LLC 0.08% New 1,450 $207K
Hamel Associates, Inc. 0.07% New 1,450 $207K
VestGen Investment Management 0.06% New 1,449 $207K
Braun-Bostich & Associates Inc. 0.15% New 1,447 $207K
McAdam, LLC 0.01% New 1,445 $206K
Lakeridge Wealth Management LLC 0.12% Reduce -17.4% 1,442 $206K
StoneX Group Inc. 0.02% New 1,433 $205K
S&T Bank 0.05% Reduce -12.3% 1,430 $204K
Austin Private Wealth, LLC 0.02% New 1,429 $204K
SYM FINANCIAL Corp 0.03% New 1,428 $204K
Keystone Financial Planning, Inc. 0.07% New 1,425 $203K
Howard Financial Services, LTD. 0.03% New 1,417 $202K
AllSquare Wealth Management LLC 0.12% Add +3.7% 1,410 $201K
Nisa Investment Advisors, LLC 0.00% New 1,400 $200K
SWS Partners 0.06% New 1,399 $200K
JFS Wealth Advisors, LLC 0.01% Reduce -0.3% 1,307 $187K
Barrett & Company, Inc. 0.08% Add +0.5% 1,231 $176K
Bogart Wealth, LLC 0.01% Add +20.7% 1,224 $175K
Clearstead Trust, LLC 0.04% No change 1,179 $168K
City State Bank 0.07% Add +3.5% 1,170 $167K
Manitou Investment Management Ltd. 0.04% Reduce -11.9% 1,159 $165K
WASHINGTON TRUST Co 0.01% Reduce -23.3% 1,155 $165K
Creekmur Asset Management LLC 0.04% Add +24.5% 1,142 $163K
Carmichael Hill & Associates, Inc. 0.07% No change 1,132 $162K
Sound Income Strategies, LLC 0.01% Add +1341.0% 1,124 $160K
Jamison Private Wealth Management, Inc. 0.03% Add +94.5% 1,122 $160K
Arlington Trust Co LLC 0.04% No change 1,118 $160K
Carolinas Wealth Consulting LLC 0.03% Add +1808.6% 1,107 $158K
Blue Chip Partners, LLC 0.01% No change 1,058 $151K
Guardian Wealth Management, Inc. 0.11% No change 1,050 $150K
Pinnacle Bancorp, Inc. 0.04% No change 1,042 $149K
Financial Connections Group, Inc. 0.08% New 1,039 $148K
Armstrong Advisory Group, Inc. 0.01% New 1,028 $147K
Crewe Advisors LLC 0.02% Add +156.7% 1,009 $144K
J.Safra Asset Management Corp 0.01% Add +189.8% 968 $138K
Investment Research & Advisory Group, Inc. 0.06% No change 940 $134K
Hills Bank & Trust Co 0.01% New 934 $133K
C M Bidwell & Associates Ltd. 0.09% New 926 $132K
Garde Capital, Inc. 0.01% Reduce -16.7% 907 $129K
General Partner, Inc. 0.08% No change 880 $126K
Oakworth Capital, Inc. 0.01% Add +384.3% 862 $123K
WealthCollab, LLC 0.09% No change 860 $123K
ICA Group Wealth Management, LLC 0.07% Add +7.9% 850 $121K
Missouri Trust & Investment Co 0.04% No change 800 $114K
Tanglewood Legacy Advisors, LLC 0.05% No change 790 $113K
Horizon Investments, LLC 0.00% Add +5.3% 787 $112K
TrinityBridge Ltd 0.00% Reduce -57.9% 770 $110K
MCF Advisors LLC 0.01% Reduce -6.2% 755 $108K
Register Financial Advisors LLC 0.05% New 750 $107K
Red Tortoise LLC 0.06% No change 726 $104K
Planning Capital Management Corp 0.07% No change 722 $103K
Ameritas Investment Partners, Inc. 0.00% Add +71.1% 722 $103K
RFP Financial Group LLC 0.04% Reduce -6.4% 713 $102K
Triad Wealth Partners, LLC 0.05% New 683 $97K
Tsfg, LLC 0.02% No change 650 $93K
Edmond DE Rothschild Holding S.A. 0.00% No change 625 $89K
Advisors Preferred, LLC 0.02% New 603 $88K
Trifecta Capital Advisors, LLC 0.02% No change 610 $87K
Gradient Investments LLC 0.00% Reduce -0.2% 609 $87K
Cypress Capital Management LLC (WY) 0.09% No change 600 $86K
Rise Advisors, LLC 0.04% Add +0.5% 590 $84K
Plante Moran Financial Advisors, LLC 0.01% Add +29.7% 590 $84K
Belmont Capital, LLC 0.02% No change 588 $84K
Atwood & Palmer Inc. 0.01% Add +45.3% 581 $83K
Balefire, LLC 0.03% Reduce -2.6% 562 $80K
Colonial Trust Advisors 0.01% Add +0.7% 550 $79K
Game Plan Financial Advisors, LLC 0.04% No change 547 $78K
DT Investment Partners, LLC 0.01% No change 542 $77K
Strengthening Families & Communities, LLC 0.02% New 524 $75K
Washington Trust Advisors, Inc. 0.01% No change 524 $75K
Valley Wealth Managers, Inc. 0.01% Add +129.5% 514 $73K
Lynx Investment Advisory 0.05% — 508 $73K
Chris Bulman Inc 0.05% — 500 $71K
Chelsea Counsel Co. 0.04% New 500 $71K
Ameliora Wealth Management Ltd. 0.03% No change 500 $71K
Dagco, Inc. 0.03% No change 500 $71K
Central Bank & Trust Co. 0.01% New 495 $71K
Indiana Trust & Investment Management Co 0.03% New 491 $70K
North Star Investment Management Corp. 0.01% Add +0.2% 490 $70K
Tortoise Investment Management, LLC 0.01% No change 489 $70K
Salomon & Ludwin, LLC 0.01% Reduce -21.2% 482 $69K
Hoese & Co LLP 0.06% No change 500 $68K
Kozak & Associates, Inc. 0.02% No change 480 $67K
FWL Investment Management, LLC 0.03% Reduce -2.1% 457 $65K
POM Investment Strategies, LLC 0.05% No change 454 $65K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 453 $65K
Pin Oak Investment Advisors Inc. 0.06% Reduce -7.8% 439 $63K
Roble, Belko & Company, Inc 0.01% No change 432 $62K
GW&K Investment Management, LLC 0.00% Reduce -1.4% 431 $62K
Hartford Financial Management Inc. 0.01% Add +26.3% 432 $62K
Stone House Investment Management, LLC 0.02% No change 432 $62K
Tyler-Stone Wealth Management 0.02% Reduce -45.7% 383 $55K
Bell Investment Advisors, Inc 0.01% Add +19.8% 381 $54K
Prestige Wealth Management Group LLC 0.01% No change 379 $54K
Johnson Financial Group, Inc. 0.00% Reduce -44.0% 371 $53K
Accent Capital Management, LLC 0.03% Add +111.5% 368 $53K
Raffa Wealth Management, LLC 0.01% No change 352 $50K
True Wealth Design, LLC 0.01% Add +202.6% 351 $50K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 350 $50K
West Paces Advisors Inc. 0.01% Reduce -10.5% 340 $49K
IAG Wealth Partners, LLC 0.01% No change 326 $47K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +62.5% 325 $46K
Vestor Capital, LLC 0.00% Reduce -83.2% 324 $46K
Fortitude Family Office, LLC 0.03% No change 314 $45K
Kathleen S. Wright Associates Inc. 0.02% No change 302 $43K
Valued Wealth Advisors LLC 0.03% No change 301 $43K
Tidemark, LLC 0.02% No change 300 $43K
Citizens National Bank Trust Department 0.01% No change 300 $43K
Cornerstone Planning Group LLC 0.01% Reduce -6.2% 334 $42K
First PREMIER Bank 0.01% Add +51.5% 294 $42K
Clarity Asset Management, Inc. 0.03% Add +0.4% 275 $39K
Pacific Center for Financial Services 0.01% No change 270 $39K
Redmont Wealth Advisors LLC 0.06% No change 268 $38K
Pathway Financial Advisers, LLC 0.01% Add +0.4% 267 $38K
Godsey & Gibb, Inc. 0.00% Reduce -50.0% 265 $38K
ESL Trust Services, LLC 0.01% New 265 $38K
Sachetta, LLC 0.02% Reduce -12.0% 286 $37K
Mfa Wealth Advisors, LLC 0.01% New 256 $37K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +535.0% 254 $36K
PSI Advisors, LLC 0.01% No change 253 $36K
Piscataqua Savings Bank 0.03% Reduce -12.6% 250 $36K
CNB Bank 0.02% No change 250 $36K
Evermay Wealth Management LLC 0.01% No change 250 $36K
Hall Laurie J Trustee 0.01% No change 242 $35K
Riverview Trust Co 0.03% New 244 $35K
Vermillion & White Wealth Management Group, LLC 0.03% No change 236 $34K
Front Row Advisors LLC 0.01% Add +0.9% 231 $33K
FIL Ltd 0.00% Add +52.0% 225 $32K
Caldwell Sutter Capital, Inc. 0.02% No change 222 $32K
Aspire Private Capital, LLC 0.01% Add +0.5% 220 $31K
Abound Wealth Management 0.01% Add +257.4% 218 $31K
Halpern Financial, Inc. 0.01% Add +113.0% 213 $30K
TD Capital Management LLC 0.00% Add +1.0% 208 $30K
Bruce G. Allen Investments, LLC 0.02% Reduce -19.7% 200 $29K
Legend Financial Advisors, Inc. 0.02% New 200 $29K
ADAR1 Capital Management, LLC 0.01% Add +100.0% 200 $29K
McIlrath & Eck, LLC 0.00% Reduce -71.6% 200 $29K
Albion Financial Group 0.00% No change 199 $28K
Pingora Partners LLC 0.02% No change 190 $27K
Natixis 0.00% Reduce -96.8% 186 $27K
Westend Capital Management, LLC 0.01% No change 180 $26K
RiverPark Advisors, LLC 0.02% Reduce -54.5% 180 $26K
Gilliland Jeter Wealth Management LLC 0.01% Add +200.0% 180 $26K
1620 Investment Advisors, Inc. 0.02% New 176 $25K
Macquarie Group Ltd. 0.00% Reduce -2.8% 176 $25K
Strategic Investment Solutions, Inc. 0.01% — 186 $25K
Tacita Capital Inc 0.02% No change 169 $24K
Beaird Harris Wealth Management, LLC 0.00% No change 161 $23K
Dunhill Financial, LLC 0.01% No change 158 $23K
Chesapeake Asset Management LLC 0.02% No change 156 $22K
Kiely Wealth Advisory Group, Inc. 0.01% No change 174 $22K
SJS Investment Consulting Inc. 0.00% Reduce -73.2% 150 $21K
Laffer Tengler Investments, Inc. 0.01% Add +5.7% 149 $21K
Cypress Capital, LLC 0.01% New 148 $21K
REAP Financial Group, LLC 0.01% Add +0.8% 133 $19K
Ulland Investment Advisors, LLC 0.01% No change 132 $19K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -35.0% 130 $19K
Eagle Bay Advisors LLC 0.01% Add +30.6% 128 $18K
Elequin Capital, LP 0.01% New 126 $18K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 122 $17K
Cape Investment Advisory, Inc. 0.01% New 122 $17K
Richard W. Paul & Associates, LLC 0.01% No change 120 $17K
Global Wealth Strategies & Associates 0.01% No change 120 $17K
Capital Analysts, LLC 0.00% Reduce -33.5% 119 $17K
Wetzel Investment Advisors, Inc. 0.01% Reduce -81.7% 132 $17K
Newton One Investments LLC 0.01% No change 115 $16K
Financial Freedom, LLC 0.01% New 115 $16K
M&R Capital Management Inc. 0.00% No change 114 $16K
First United Bank & Trust 0.01% No change 105 $15K
Archer Investment Corp 0.00% No change 101 $14K
Orion Capital Management LLC 0.01% Reduce -50.0% 100 $14K
Gold Investment Management Ltd. 0.01% No change 100 $14K
Blume Capital Management, Inc. 0.00% Reduce -25.9% 100 $14K
SOA Wealth Advisors, LLC. 0.00% No change 100 $14K
Center for Financial Planning, Inc. 0.00% No change 100 $14K
JDM Financial Group LLC 0.01% No change 95 $14K
Raleigh Capital Management Inc. 0.01% No change 91 $13K
Legacy Bridge, LLC 0.01% No change 80 $11K
Western Pacific Wealth Management, LP 0.01% No change 80 $11K
West Branch Capital LLC 0.00% No change 78 $11K
Family Firm, Inc. 0.00% New 78 $11K
Hanson & Doremus Investment Management 0.00% No change 76 $11K
Institutional & Family Asset Management, LLC 0.00% No change 72 $10K
Horrell Capital Management, Inc. 0.00% No change 70 $10K
Iron Horse Wealth Management, LLC 0.00% No change 70 $10K
Hoey Investments, Inc. 0.00% No change 68 $10K
Bank & Trust Co 0.01% — 68 $10K
CGC Financial Services, LLC 0.00% No change 65 $9K
DecisionPoint Financial, LLC 0.00% No change 66 $9K
Kelly Financial Services LLC 0.00% No change 60 $9K
Delta Asset Management LLC 0.00% Add +20.0% 60 $9K
Redwood Wealth Management Group, LLC 0.01% New 50 $7K
New Millennium Group LLC 0.00% New 46 $7K
Evergreen Private Wealth LLC 0.00% New 46 $7K
Baillie Gifford & Co. 0.00% Add +69.2% 44 $6K
Activest Wealth Management 0.00% No change 42 $6K
ClariVest Asset Management LLC 0.00% No change 41 $6K
Mendota Financial Group, LLC 0.00% New 41 $6K
HHM Wealth Advisors, LLC 0.00% Reduce -90.7% 40 $6K
FPC Investment Advisory, Inc. 0.01% No change 42 $6K
St. Johns Investment Management Company, LLC 0.00% No change 38 $5K
Country Trust Bank 0.00% No change 38 $5K
Macroview Investment Management LLC 0.01% Reduce -38.3% 37 $5K
Strategic Financial Concepts, LLC 0.00% Add +12106.8% 206,172 $5K
HighMark Wealth Management LLC 0.00% Add +29.6% 35 $5K
Pension & Wealth Management Advisors, Inc. 0.00% New 30 $4K
CKW Financial Group 0.00% No change 30 $4K
Trivant Custom Portfolio Group, LLC 0.00% No change 27 $4K
Naples Money Management LLC 0.00% No change 25 $4K
Robinswood Financial LLC 0.00% New 25 $4K
First Command Advisory Services, Inc. 0.00% No change 24 $3K
Arrow Financial Corp 0.00% No change 20 $3K
MV Capital Management, Inc. 0.00% No change 20 $3K
Concord Wealth Partners 0.00% New 19 $3K
Sanctuary Wealth Management, L.L.C. 0.00% New 15 $2K
Caitlin John, LLC 0.00% No change 14 $2K
Mark Sheptoff Financial Planning, LLC 0.00% Reduce -95.8% 13 $2K
West Oak Capital, LLC 0.00% No change 12 $2K
Denver PWM, LLC 0.00% New 11 $2K
Toth Financial Advisory Corp. 0.00% No change 11 $2K
Gould Capital, LLC 0.00% New 11 $2K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
Cassady Schiller Wealth Management, LLC 0.00% No change 10 $1K
Semmax Financial Advisors Inc. 0.00% No change 10 $1K
Horizon Financial Services, LLC 0.00% No change 8 $1K
PFS Partners, LLC 0.00% No change 4 $571

"% of holder's portfolio" is NVO's weight in each manager's 13F, not the share of Novo-Nordisk A/S-Spons ADR the manager owns.