Novo-Nordisk A/S-Spons ADRNVO

13F holders, Q1 2025 (March 31)
1,531holders −135
122new positions
244sold out
12famous investors
$69.34avg. 13F price*

At the end of Q1 2025, 1,531 institutions reported holding Novo-Nordisk A/S-Spons ADR (NVO) in their 13F filings, down 135 from Q4 2024. 122 opened new positions and 244 sold out. The largest holders were Jennison Associates LLC ($1.3B), Bank of America Corp. ($1.0B) and Loomis Sayles & Co. L P ($860.2M). 12 famous investors held it, including Tom Gayner (1.3% of Markel Group's portfolio), Jim Simons / Peter Brown (0.7% of Renaissance Technologies's portfolio) and Ken Fisher (0.4% of Fisher Asset 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions122$264.2M
Exits244$446.7M

All 13F filers, Q4 2024 → Q1 2025: 36,001,161 shares bought and 48,477,874 shares sold, net −12,476,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,531 holders

Jennison Associates LLC 0.92% Reduce -5.6% 18,822,002 $1.3B
Bank of America Corp. 0.09% Reduce -4.5% 14,792,624 $1.0B
Loomis Sayles & Co. L P 1.25% Add +7.1% 12,388,242 $860.2M
Morgan Stanley 0.06% Add +0.9% 12,319,787 $855.5M
Fisher Asset Management 0.36% Reduce -6.1% 11,871,236 $824.3M
Fayez Sarofim & Co 1.94% Reduce -1.5% 11,212,499 $778.6M
FMR LLC 0.04% Reduce -3.9% 9,632,932 $668.9M
Folketrygdfondet 14.73% Add +6.9% 9,521,912 $661.2M
Capital International Investors 0.13% Add +40.8% 9,511,545 $659.9M
Renaissance Technologies 0.72% Reduce -17.9% 6,821,396 $473.7M
Clearbridge Investments, LLC 0.40% Add +54.9% 6,633,934 $460.7M
Everett Harris & Co. 5.73% Reduce -0.7% 6,408,022 $445.0M
State Farm Mutual Automobile Insurance Co. 0.39% No change 6,142,778 $426.6M
State Street Corp. 0.02% Reduce -0.9% 6,000,253 $422.5M
Sustainable Growth Advisers, LP 2.15% Add +3.8% 5,543,246 $384.9M
JPMorgan Chase & Co. 0.03% Reduce -1.7% 5,494,343 $381.5M
Royal Bank of Canada 0.08% Reduce -0.3% 5,446,286 $378.2M
Nuveen, LLC 0.11% — 5,332,262 $370.3M
T. Rowe Price Associates Inc. 0.05% Reduce -16.1% 5,324,666 $369.7M
Goldman Sachs Group Inc. 0.07% Add +17.3% 4,983,054 $346.0M
Two Sigma Advisers, LP 0.76% Add +375.4% 4,856,800 $337.3M
Amundi 0.12% Add +49.1% 4,938,507 $331.6M
Northern Trust Corp. 0.05% Reduce -2.1% 4,591,872 $318.9M
Envestnet Asset Management Inc. 0.10% Add +7.8% 4,491,514 $311.9M
BlackRock, Inc. 0.01% Reduce -12.6% 4,279,199 $297.1M
WCM Investment Management, LLC 0.74% Add +2.6% 4,135,857 $286.6M
Wells Fargo & Company 0.06% Add +3.3% 3,792,813 $263.4M
Raymond James Financial Inc. 0.10% Reduce -21.1% 3,715,306 $258.0M
Two Sigma Investments, LP 0.50% Add +70.7% 3,147,929 $218.6M
Natixis Advisors, LLC 0.37% Reduce -3.6% 2,914,104 $202.4M
Magellan Asset Management Ltd 2.20% Reduce -7.3% 2,606,216 $181.0M
D. E. Shaw & Co. 0.23% Add +25.7% 2,582,572 $179.3M
Markel Group 1.33% No change 2,150,000 $149.3M
Saturna Capital Corp. 2.23% Add +1.6% 2,144,759 $148.9M
DSM Capital Partners LLC 2.50% Add +2.5% 2,056,587 $142.8M
Voloridge Investment Management, LLC 0.45% Add +20.6% 1,751,007 $121.6M
Citadel Advisors 0.12% Add +172.3% 1,718,398 $119.3M
DAVENPORT & Co LLC 0.70% Add +61.1% 1,695,522 $117.7M
Dimensional Fund Advisors LP 0.03% Reduce -0.3% 1,479,622 $102.7M
Saratoga Research & Investment Management 5.33% Add +107.5% 1,454,160 $101.0M
Ameriprise Financial Inc. 0.03% Add +9.4% 1,442,295 $100.2M
UBS Group AG 0.02% Reduce -3.0% 1,433,026 $99.5M
Susquehanna International Group, LLP 0.16% Add +395.2% 1,414,913 $98.3M
LPL Financial LLC 0.04% Add +1.7% 1,379,207 $95.6M
Tiger Global Management 0.33% No change 1,269,000 $88.1M
Citigroup Inc. 0.07% Reduce -22.7% 1,246,408 $86.6M
Lazard Asset Management LLC 0.14% Reduce -2.4% 1,237,594 $85.9M
Mirae Asset Global Investments Co., Ltd. 0.35% Add +118.4% 1,594,544 $85.4M
Bank of Montreal 0.05% Reduce -28.7% 1,228,833 $85.3M
Stifel Financial Corp. 0.09% Reduce -21.7% 1,187,517 $82.5M
Corient Private Wealth LP 0.13% Reduce -11.9% 1,124,418 $78.1M
BNP Paribas Financial Markets 0.06% Add +84.0% 1,067,916 $74.2M
Acadian Asset Management LLC 0.20% Add +15919.9% 1,044,658 $72.5M
Baird Financial Group, Inc. 0.14% Add +19.6% 1,035,639 $71.9M
American Century Companies Inc. 0.04% Reduce -20.2% 1,022,211 $71.0M
Wellington Management Group LLP 0.01% Add +23.0% 1,021,707 $70.9M
Polen Capital Management LLC 0.22% Reduce -84.4% 1,001,906 $69.6M
Parnassus Investments, LLC 0.15% Add +56.0% 926,083 $64.3M
Cerity Partners LLC 0.13% Add +22.5% 928,213 $63.7M
Millennium Management 0.06% Add +149.9% 887,687 $61.6M
Qube Research & Technologies Ltd 0.10% Add +3.3% 883,125 $61.3M
Bank of New York Mellon Corp 0.01% Add +6.0% 839,802 $58.3M
Capital Fund Management S.A. 0.66% Add +2.4% 741,731 $51.5M
Thornburg Investment Management Inc. 0.70% Reduce -0.5% 717,835 $49.8M
Jane Street Group, LLC 0.09% Reduce -34.9% 700,165 $48.6M
Rockefeller Capital Management L.P. 0.11% Add +32.3% 658,582 $45.7M
Truist Financial Corp. 0.07% Add +16.3% 655,208 $45.5M
Cibc World Market Inc. 0.10% Reduce -1.9% 645,663 $44.8M
United Capital Financial Advisors, LLC 0.34% Add +60.0% 576,288 $40.0M
Harel Insurance Investments & Financial Services Ltd. 0.52% New 562,187 $39.5M
PNC Financial Services Group, Inc. 0.02% Reduce -2.7% 525,247 $36.5M
Franklin Resources Inc. 0.01% Reduce -2.2% 486,002 $33.7M
Nichols & Pratt Advisers LLP 2.28% Add +0.7% 481,314 $33.4M
Oppenheimer Asset Management Inc. 0.41% Add +17.3% 470,565 $32.7M
Parkwood LLC 3.14% Add +76.8% 462,571 $32.1M
Vantage Investment Partners, LLC 2.68% Reduce -20.8% 459,687 $31.9M
Focus Partners Wealth 0.08% Add +10.9% 453,434 $31.5M
Brown Brothers Harriman & Co. 0.22% Add +654.2% 453,455 $31.5M
Sei Investments Co. 0.04% Reduce -29.6% 451,031 $31.3M
Van Eck Associates Corp. 0.04% Reduce -3.3% 447,557 $31.1M
NewEdge Advisors, LLC 0.18% Add +29.1% 432,345 $30.0M
Assetmark, Inc. 0.08% Reduce -4.8% 427,623 $29.7M
Jia Investment Alliance Pte. LTD. 3.14% Add +23.1% 426,700 $29.6M
Barclays PLC 0.01% Reduce -59.5% 424,199 $29.5M
Northwestern Mutual Wealth Management Co. 0.02% Add +7.2% 403,391 $28.0M
Southpoint Capital Advisors LP 0.67% New 400,000 $27.8M
MayTech Global Investments, LLC 3.49% Add +2.6% 387,531 $26.9M
Janus Henderson Group PLC 0.01% Reduce -22.6% 383,930 $26.6M
Commonwealth Equity Services, LLC 0.04% Reduce -7.2% 379,271 $26.3M
Trexquant Investment LP 0.31% Add +62.6% 377,738 $26.2M
Mariner, LLC 0.04% Add +2.2% 371,261 $25.8M
Academy Capital Management 4.40% Add +138.5% 367,574 $25.5M
National Bank of Canada 0.03% Reduce -51.0% 363,538 $25.2M
Modera Wealth Management, LLC 0.34% Reduce -0.8% 359,706 $25.0M
Traynor Capital Management, Inc. 2.09% Add +10.9% 355,076 $24.7M
Migdal Insurance & Financial Holdings Ltd. 0.34% Add +9521.4% 343,389 $24.2M
Squarepoint Ops LLC 0.06% Add +451.0% 344,312 $23.9M
Pathstone Holdings, LLC 0.10% Add +23.7% 340,128 $23.7M
US Bancorp \de 0.03% Add +1.0% 338,470 $23.5M
HighTower Advisors, LLC 0.03% Reduce -30.3% 333,366 $23.1M
Invesco Ltd. 0.00% Reduce -4.9% 332,224 $23.1M
Clark Capital Management Group, Inc. 0.16% Add +1.0% 319,142 $22.2M
IMC-Chicago, LLC 0.85% Add +461.5% 314,485 $21.8M
Penbrook Management LLC 16.34% Reduce -0.3% 311,400 $21.6M
Balyasny Asset Management L.P. 0.05% Reduce -57.8% 307,409 $21.3M
Group One Trading LLC 0.88% Add +47.7% 305,395 $21.2M
Sanctuary Advisors, LLC 0.15% Reduce -1.5% 300,376 $20.9M
Creative Planning 0.02% Reduce -2.7% 300,345 $20.9M
Townsquare Capital LLC 0.22% Reduce -17.2% 298,223 $20.7M
Cetera Investment Advisers 0.04% Add +18.4% 296,651 $20.6M
CIBC Private Wealth Group LLC 0.04% Add +655.9% 331,663 $20.4M
Dillon & Associates Inc. 3.03% Add +2.7% 295,114 $20.4M
Twin Tree Management, LP 0.44% New 289,198 $20.1M
Martin Investment Management, LLC 5.06% Add +2.4% 288,983 $20.1M
Alta Capital Management LLC/ 1.30% Add +41.3% 288,587 $20.0M
Cutter & CO Brokerage, Inc. 4.65% Reduce -2.5% 282,972 $19.6M
MML Investors Services, LLC 0.07% Add +2.7% 281,687 $19.6M
Aberdeen Group plc 0.04% Add +7.9% 280,734 $19.5M
Orion Porfolio Solutions, LLC 0.19% Reduce -7.0% 277,254 $19.3M
Orion Portfolio Solutions, LLC 0.19% Reduce -7.0% 277,254 $19.3M
HSBC Holdings PLC 0.01% Reduce -6.7% 278,559 $19.2M
O'shaughnessy Asset Management, LLC 0.15% Reduce -5.3% 274,193 $19.0M
Menora Mivtachim Holdings LTD. 0.12% Reduce -68.0% 270,168 $18.8M
Beacon Investment Advisory Services, Inc. 0.87% Reduce -11.6% 267,067 $18.5M
Dividend Assets Capital, LLC 3.50% Add +24.0% 266,187 $18.5M
Charles Schwab Investment Management Inc. 0.00% Add +15.6% 261,243 $18.1M
Osaic Holdings, Inc. 0.04% Add +7.1% 257,812 $17.9M
PEAK6 LLC 0.70% Add +65.5% 256,783 $17.8M
Warther Private Wealth, LLC 5.88% Add +2015.8% 254,340 $17.7M
M&T Bank Corp 0.06% Reduce -33.9% 251,085 $17.4M
Carnegie Investment Counsel 0.41% Add +37.2% 272,475 $17.4M
Y-Intercept (Hong Kong) Ltd 1.17% Add +98.1% 247,815 $17.2M
Destination Wealth Management 0.54% Add +24.7% 244,604 $17.0M
Simplex Trading, LLC 0.59% New 239,010 $16.6M
Quantinno Capital Management LP 0.11% Add +11.9% 237,047 $16.5M
QRG Capital Management, Inc. 0.17% Reduce -8.2% 231,236 $16.1M
Tudor Investment Corporation 0.14% Add +88.5% 230,073 $16.0M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -18.8% 228,149 $15.8M
Russell Investments Group, Ltd. 0.02% Reduce -65.5% 224,340 $15.6M
Silvercrest Asset Management Group LLC 0.11% Add +73.0% 221,418 $15.4M
Cim, LLC 2.27% Add +4.0% 220,221 $15.3M
JLB & Associates Inc. 2.12% Add +2.3% 219,239 $15.2M
Lido Advisors, LLC 0.09% Add +22.2% 211,866 $14.9M
Scotia Capital Inc. 0.08% Reduce -25.8% 212,210 $14.7M
Guardian Capital LP 0.58% Add +0.2% 211,795 $14.7M
Vontobel Holding Ltd. 0.05% Reduce -20.1% 210,385 $14.6M
Walter Public Investments Inc. 2.72% Add +5.5% 209,977 $14.6M
Capital World Investors 0.00% Reduce -95.3% 207,770 $14.4M
Quantitative Investment Management, LLC 1.32% Add +334.8% 207,314 $14.4M
Moran Wealth Management, LLC 0.48% Reduce -44.6% 206,374 $14.3M
Nomura Holdings Inc. 0.08% Add +32.8% 202,851 $14.1M
Palisade Capital Management, LP 0.46% Add +1.9% 200,972 $14.0M
Trillium Asset Management, LLC 0.40% Reduce -14.1% 199,435 $13.8M
Meritage Portfolio Management 0.89% Reduce -2.7% 193,692 $13.4M
Walleye Capital LLC 0.17% Add +17.8% 190,954 $13.3M
Clifford Swan Investment Counsel LLC 0.49% Reduce -0.4% 189,672 $13.2M
Captrust Financial Advisors 0.03% Add +38.2% 188,742 $13.1M
Altrafin AG 5.09% Add +38.2% 188,583 $13.1M
Hutchinson Capital Management 2.48% Add +6.4% 186,868 $13.0M
RPG Investment Advisory, LLC 0.92% Add +122.7% 185,138 $12.9M
Atria Investments, Inc 0.16% Add +16.2% 181,330 $12.6M
Choate Investment Advisors 0.31% Add +286.4% 181,059 $12.6M
Neuberger Berman Group LLC 0.01% Reduce -36.3% 179,658 $12.5M
Wesbanco Bank Inc. 0.43% Add +72.4% 177,801 $12.3M
South Street Advisors LLC 1.98% Add +4.1% 174,001 $12.1M
Walleye Trading LLC 0.34% Add +344.3% 171,416 $11.9M
Mercer Global Advisors Inc. 0.03% Reduce -11.8% 171,048 $11.9M
Baldwin Wealth Partners LLC 0.83% Add +248.0% 169,516 $11.8M
Fiduciary Trust Co 0.15% Reduce -15.4% 167,195 $11.6M
Glenmede Trust Co. NA 0.06% Reduce -44.3% 165,835 $11.5M
Beese Fulmer Investment Management, Inc. 0.99% Add +0.4% 165,538 $11.5M
Atwater Malick LLC 3.85% Add +1.0% 163,869 $11.4M
Ethic Inc. 0.23% Reduce -3.8% 165,133 $11.2M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -14.4% 160,726 $11.2M
Segment Wealth Management, LLC 0.74% Add +4.6% 156,917 $10.9M
Schonfeld Strategic Advisors LLC 0.07% New 156,635 $10.9M
Kestra Advisory Services, LLC 0.05% Add +12.6% 156,530 $10.9M
Kornitzer Capital Management Inc. 0.22% Add +0.3% 155,858 $10.8M
Janney Montgomery Scott LLC 0.03% Reduce -20.9% 154,418 $10.7M
Evergreen Capital Management LLC 0.36% Add +377.5% 151,393 $10.7M
Deutsche Bank AG 0.00% Add +1.4% 150,634 $10.5M
Northstar Asset Management Inc. 3.05% Add +3.9% 148,376 $10.3M
Stephens Inc. 0.15% Add +42.8% 147,688 $10.3M
Massachusetts Financial Services Co. 0.00% Add +40.9% 141,053 $9.8M
Lhm, Inc. 3.22% New 138,451 $9.7M
W.G. Shaheen & Associates DBA Whitney & Co 1.03% New 138,977 $9.7M
AXA S.A. 0.03% Reduce -18.2% 137,527 $9.5M
Obermeyer Wealth Partners 0.50% Add +4.7% 136,174 $9.5M
Birch Capital Management, LLC 4.91% Add +1.0% 135,994 $9.4M
DRW Securities, LLC 0.80% Add +652.2% 135,400 $9.4M
Level Four Advisory Services, LLC 0.39% Add +66.2% 134,903 $9.4M
&partners 0.10% Add +2.6% 131,677 $9.1M
Marietta Investment Partners LLC 2.20% Reduce -9.9% 131,244 $9.1M
Cabot Wealth Management Inc. 1.16% Add +7.9% 130,729 $9.1M
Hikari Power Ltd 0.72% No change 130,300 $9.0M
Oppenheimer & Co. Inc. 0.14% Reduce -6.2% 129,517 $9.0M
F/m Investments LLC 0.36% Reduce -1.1% 128,984 $9.0M
Banco Santander, S.A. 0.10% Add +75.8% 128,391 $8.9M
Beacon Pointe Advisors, LLC 0.10% Add +238.2% 128,159 $8.9M
Vanguard Personalized Indexing Management, LLC 0.13% Add +14.9% 127,725 $8.9M
Eldred Rock Partners, LLC 2.69% Add +26.6% 96,035 $8.8M
Choreo, LLC 0.13% Reduce -3.9% 123,028 $8.7M
Bridger Management, LLC 4.20% New 121,600 $8.4M
W1M Asset Management Ltd 0.72% Add +5.8% 121,584 $8.4M
Rothschild Investment LLC 0.56% Reduce -1.0% 120,840 $8.4M
Federated Hermes, Inc. 0.02% Reduce -27.9% 119,326 $8.3M
Leonteq Securities AG 0.63% Reduce -1.7% 118,971 $8.3M
Aquatic Capital Management LLC 0.21% New 118,463 $8.2M
Woodmont Investment Counsel LLC 0.59% Add +7.1% 118,422 $8.2M
Sphera Funds Management LTD. 2.02% Add +20.4% 118,080 $8.2M
Heathbridge Capital Management Ltd. 3.33% Reduce -1.9% 117,950 $8.2M
GQG Partners LLC 0.01% Reduce -99.1% 117,125 $8.1M
Cullen/Frost Bankers, Inc. 0.11% Add +1.2% 116,829 $8.1M
Busey Bank 0.27% Add +9.5% 116,533 $8.1M
Bfsg, LLC 0.98% Add +12.2% 115,507 $8.0M
Brown Advisory Inc. 0.01% Reduce -1.1% 114,445 $7.9M
Headinvest, LLC 1.54% Reduce -1.9% 113,976 $7.9M
SG Americas Securities, LLC 0.03% Add +5.5% 113,673 $7.9M
Guardian Partners Inc. 0.82% Add +1.1% 128,738 $7.9M
Hardman Johnston Global Advisors LLC 0.37% Reduce -16.5% 112,656 $7.8M
Calamos Advisors LLC 0.05% Reduce -23.7% 112,004 $7.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +12.6% 112,023 $7.8M
Federation des caisses Desjardins du Quebec 0.04% Add +40.4% 108,847 $7.6M
Jones Financial Companies LLLP 0.01% Add +50.8% 108,640 $7.5M
Borer Denton & Associates, Inc. 2.66% Reduce -4.3% 108,333 $7.5M
Lynch Asset Management, Inc. 3.37% Add +1.1% 108,100 $7.5M
Armistice Capital, LLC 0.20% Reduce -84.8% 108,000 $7.5M
Quadrant Capital Group LLC 0.28% Add +204.6% 107,817 $7.5M
Harbour Trust & Investment Management Co 0.90% Add +26.1% 107,261 $7.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.23% Add +3.2% 106,953 $7.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.07% Add +6.5% 121,030 $7.4M
Eagle Global Advisors LLC 0.30% Reduce -3.4% 106,348 $7.4M
Ritholtz Wealth Management 0.22% Reduce -13.7% 104,309 $7.2M
Prospera Financial Services Inc 0.16% Add +5.9% 102,902 $7.1M
Talbot Financial, LLC 0.89% Add +115.5% 101,840 $7.1M
Nemes Rush Group LLC 0.85% Add +16.8% 97,116 $6.7M
Hantz Financial Services, Inc. 0.12% Reduce -47.6% 96,935 $6.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1.5% 96,487 $6.7M
Optiver Holding B.V. 0.26% Reduce -75.6% 96,075 $6.7M
Allspring Global Investments Holdings, LLC 0.01% Add +369.2% 97,847 $6.7M
Stansberry Asset Management, LLC 0.82% Add +9.3% 94,691 $6.6M
NFJ Investment Group, LLC 0.22% Add +826.9% 94,015 $6.5M
Avantax Advisory Services, Inc. 0.04% Add +13.4% 92,809 $6.4M
First Trust Advisors LP 0.01% Reduce -84.1% 92,371 $6.4M
Waverly Advisors, LLC 0.08% Add +553.0% 90,961 $6.3M
Value Partners Investments Inc. 0.54% New 90,525 $6.3M
Euro Pacific Asset Management, LLC 1.14% Reduce -1.4% 90,157 $6.3M
Archon Partners LLC 0.76% New 90,000 $6.2M
Motley Fool Wealth Management, LLC 0.37% Reduce -12.0% 89,838 $6.2M
Eastern Bank 0.12% Reduce -0.8% 89,731 $6.2M
Rwa Wealth Partners, LLC 0.08% Reduce -2.5% 88,600 $6.2M
Smithbridge Asset Management Inc. 1.14% — 88,531 $6.1M
Great Valley Advisor Group, Inc. 0.13% Reduce -2.8% 87,575 $6.1M
Lester Murray Antman dba SimplyRich 1.74% Add +0.6% 86,606 $6.0M
Oak Family Advisors, LLC 2.49% New 86,353 $6.0M
Boston Common Asset Management, LLC 0.18% Add +61.8% 86,187 $6.0M
Harbour Investment Management LLC 2.66% Reduce -0.5% 83,461 $5.9M
Zevin Asset Management LLC 0.93% Add +39.5% 84,691 $5.9M
Stratos Investment Management, LLC 0.31% Add +63.2% 84,046 $5.8M
Segall Bryant & Hamill, LLC 0.09% Reduce -15.3% 83,980 $5.8M
Knuff & Co LLC 1.95% Add +456.4% 83,866 $5.8M
RKL Wealth Management LLC 0.55% Reduce -0.5% 83,335 $5.8M
Heirloom Wealth Management 1.65% Add +3.4% 82,864 $5.8M
Bard Financial Services, Inc. 0.69% Reduce -4.3% 81,765 $5.7M
Smith Chas P & Associates Pa Cpas 0.33% New 81,053 $5.6M
Wedbush Securities Inc. 0.21% Reduce -2.2% 80,918 $5.6M
HUB Investment Partners, LLC 0.23% Add +26.4% 80,448 $5.6M
JARISLOWSKY, FRASER Ltd 0.04% Add +3.8% 80,373 $5.6M
St Germain D J Co. Inc. 0.26% Reduce -0.3% 79,740 $5.5M
Beutel, Goodman & Co Ltd. 0.03% New 79,163 $5.5M
Whittier Trust Co. of Nevada Inc. 0.14% Add +7.1% 78,984 $5.5M
Cwm, LLC 0.02% Reduce -16.8% 78,752 $5.5M
Evelyn Partners Asset Management Ltd 1.52% Add +11.4% 78,703 $5.5M
Greenfield Seitz Capital Management, LLC 2.08% Add +4.1% 78,650 $5.5M
Advisors Asset Management, Inc. 0.10% Reduce -1.7% 77,899 $5.4M
Procyon Advisors, LLC 0.33% Add +39.2% 77,227 $5.4M
Norman Fields, Gottscho Capital Management, LLC 1.81% Add +21.1% 77,212 $5.4M
Wendell David Associates Inc. 0.53% Reduce -0.1% 76,777 $5.3M
Bessemer Group Inc. 0.01% Add +0.0% 75,758 $5.3M
Shorepoint Capital Partners LLC 1.19% Add +6.2% 75,634 $5.3M
Thrivent Financial for Lutherans 0.01% Reduce -60.3% 47,899 $5.2M
Sit Investment Associates Inc. 0.12% Add +9.6% 74,655 $5.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -36.1% 74,569 $5.2M
Steward Partners Investment Advisory, LLC 0.05% Reduce -42.5% 74,234 $5.2M
NorthCoast Asset Management LLC 0.03% Add +6.8% 74,182 $5.2M
Nilsine Partners, LLC 0.56% Add +4.4% 73,843 $5.1M
Westpac Banking Corp. 0.37% Reduce -3.8% 72,873 $5.1M
CWA Asset Management Group, LLC 0.24% Add +129.5% 72,631 $5.0M
Van Hulzen Asset Management, LLC 0.46% Reduce -0.1% 72,190 $5.0M
Marex Group Ltd 0.10% Add +41.7% 72,183 $5.0M
Pictet North America Advisors SA 0.50% Add +28.6% 72,154 $5.0M
Ipswich Investment Management Co., Inc. 1.24% Add +3.7% 71,825 $5.0M
Parallax Volatility Advisers, L.P. 0.19% Reduce -46.0% 71,811 $5.0M
Private Advisor Group, LLC 0.03% Reduce -7.9% 71,692 $5.0M
CIBC Asset Management Inc 0.02% Reduce -1.5% 72,424 $5.0M
Signaturefd, LLC 0.09% Reduce -6.6% 71,058 $4.9M
Bleakley Financial Group, LLC 0.16% Add +0.9% 70,718 $4.9M
Sivik Global Healthcare LLC 2.66% No change 70,000 $4.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -2.4% 69,004 $4.8M
Farther Finance Advisors, LLC 0.12% Add +37.9% 69,344 $4.7M
Exchange Traded Concepts, LLC 0.08% Reduce -3.7% 67,869 $4.7M
Equitable Trust Co. 0.26% Reduce -18.8% 67,127 $4.7M
CW Advisors, LLC 0.06% Add +259.1% 64,914 $4.6M
M. Kulyk & Associates, LLC 1.05% Add +1970.9% 65,897 $4.6M
Private Wealth Partners, LLC 0.38% Add +33.6% 65,860 $4.6M
Channel Wealth LLC 1.42% Add +32.7% 65,584 $4.6M
Geo Capital Gestora de Recursos Ltd 6.44% Reduce -8.2% 65,515 $4.5M
Prime Capital Investment Advisors, LLC 0.05% Add +4.2% 65,221 $4.5M
EagleClaw Capital Managment, LLC 0.71% Reduce -1.1% 65,150 $4.5M
Gerber Kawasaki Wealth & Investment Management 0.20% Reduce -21.9% 65,093 $4.5M
Benson Investment Management Company, Inc. 1.97% New 65,019 $4.5M
McKinley Carter Wealth Services, Inc. 0.28% Add +0.4% 64,658 $4.5M
Engineers Gate Manager LP 0.08% Add +37.7% 64,379 $4.5M
Cannell & Spears LLC 0.10% Add +74.0% 63,825 $4.4M
Aperture Investors, LLC 0.67% Add +17.2% 63,804 $4.4M
Rhumbline Advisers 0.00% Add +10.2% 63,539 $4.4M
Compagnie Lombard Odier SCmA 0.05% Reduce -6.7% 63,230 $4.4M
Hemenway Trust Co LLC 0.36% Add +486.5% 63,080 $4.4M
Quantbot Technologies LP 0.14% New 63,017 $4.4M
Hussman Strategic Advisors, Inc. 1.06% No change 63,000 $4.4M
Stokes Capital Advisors, LLC 1.11% Add +358.4% 62,602 $4.3M
AQR Capital Management 0.00% Add +20.9% 62,099 $4.3M
Independent Advisor Alliance 0.14% Reduce -15.1% 61,663 $4.3M
Venture Visionary Partners LLC 0.18% Add +1568.0% 61,499 $4.3M
Caprock Group, LLC 0.13% Reduce -3.0% 60,404 $4.3M
Whittier Trust Co. 0.06% Add +3.2% 61,080 $4.2M
Cresset Asset Management, LLC 0.02% Add +5.7% 60,066 $4.2M
Victory Capital Management Inc. 0.00% Reduce -3.4% 60,750 $4.2M
Condor Capital Management 0.39% Add +1.4% 60,674 $4.2M
Keybank National Association 0.02% Reduce -10.1% 59,775 $4.2M
HRT Financial LP 0.03% Add +20.4% 59,564 $4.1M
Kestra Private Wealth Services, LLC 0.07% Add +22.4% 59,531 $4.1M
Bar Harbor Wealth Management 0.27% Reduce -23.6% 58,817 $4.1M
New York State Common Retirement Fund 0.01% Reduce -55.9% 57,939 $4.0M
Americana Partners, LLC 0.16% Add +4.7% 57,709 $4.0M
NewEdge Wealth, LLC 0.07% Add +41.4% 57,661 $4.0M
Brookmont Capital Management 2.26% Add +30.1% 57,632 $4.0M
McCarter Private Wealth Services LLC 2.62% Reduce -0.5% 57,631 $4.0M
Round Hill Asset Management 2.88% Reduce -0.5% 57,629 $4.0M
Capital Research Global Investors 0.00% Add +19.2% 57,530 $4.0M
Capital International, Inc. 0.05% Reduce -14.0% 57,121 $4.0M
Sawyer & Company, Inc 1.60% Reduce -1.3% 56,968 $4.0M
XXEC, Inc. 3.40% Add +207.9% 56,429 $3.9M
Roundview Capital LLC 0.28% Add +3.1% 56,419 $3.9M
TD Waterhouse Canada Inc. 0.03% Reduce -48.5% 57,635 $3.9M
Pittenger & Anderson Inc. 0.14% Reduce -6.8% 56,342 $3.9M
Brown, Lisle/Cummings, Inc. 1.13% Add +14.5% 55,929 $3.9M
Wisconsin Capital Management LLC 2.45% Reduce -12.2% 55,469 $3.9M
Capital Insight Partners, LLC 0.67% Add +5.9% 55,307 $3.8M
Sapient Capital LLC 0.08% Reduce -91.7% 54,298 $3.8M
Fortis Capital Management LLC 0.75% Add +20.3% 55,188 $3.8M
Zions Bancorporation, National Association 0.24% — 54,396 $3.8M
Sendero Wealth Management, LLC 0.52% Add +16.9% 54,272 $3.8M
Naviter Wealth, LLC 0.46% Reduce -11.8% 54,373 $3.8M
Azzad Asset Management Inc. 0.44% New 53,530 $3.7M
Advisory Services Network, LLC 0.07% Reduce -21.2% 53,461 $3.7M
Henry James International Management Inc. 1.24% Reduce -0.1% 52,110 $3.6M
Wilson & Boucher Capital Management, LLC 2.69% Reduce -4.8% 52,018 $3.6M
Crossmark Global Holdings, Inc. 0.06% Add +1.6% 51,937 $3.6M
Ingalls & Snyder LLC 0.12% Reduce -1.6% 51,811 $3.6M
Curi Capital, LLC 0.09% Add +339.7% 51,146 $3.6M
Coldstream Capital Management Inc. 0.08% Add +149.6% 51,717 $3.6M
Equitable Holdings, Inc. 0.03% Add +0.3% 51,417 $3.6M
Eukles Asset Management 1.56% Add +3.4% 51,312 $3.6M
Vident Advisory, LLC 0.05% Add +23.4% 51,146 $3.6M
Hayek Kallen Investment Management 1.30% Reduce -7.7% 50,996 $3.5M
SouthState Bank Corp 0.16% Add +1.5% 49,986 $3.5M
FORA Capital, LLC 0.35% Add +38.9% 49,673 $3.4M
Bradley Foster & Sargent Inc. 0.06% Reduce -14.1% 49,649 $3.4M
Arlington Partners LLC 1.34% Add +67.8% 49,345 $3.4M
Cardinal Capital Management 0.53% Add +0.0% 48,415 $3.4M
Apollon Wealth Management, LLC 0.08% Add +11.2% 49,192 $3.4M
Voya Investment Management LLC 0.00% Reduce -0.1% 49,175 $3.4M
Blair William & Co. 0.01% Reduce -23.4% 49,019 $3.4M
RFG Advisory, LLC 0.09% Add +305.9% 48,810 $3.4M
Parallel Advisors, LLC 0.08% Add +0.1% 48,171 $3.3M
Ssa Swiss Advisors AG 1.68% — 47,056 $3.3M
EP Wealth Advisors, LLC 0.03% Reduce -19.3% 46,897 $3.3M
Meridian Investment Counsel Inc. 0.95% Add +1.2% 46,247 $3.2M
Sage Capital Advisors,llc 0.84% New 46,234 $3.2M
Fifth Third Bancorp 0.01% Reduce -4.5% 46,071 $3.2M
Vestmark Advisory Solutions, Inc. 0.08% Add +72.9% 46,036 $3.2M
Empowered Funds, LLC 0.04% New 45,470 $3.2M
MAI Capital Management 0.02% Reduce -0.7% 45,367 $3.2M
Regions Financial Corp. 0.02% Add +1.8% 45,057 $3.1M
Campbell & CO Investment Adviser LLC 0.24% Add +791.2% 44,969 $3.1M
Bennett Selby Investments LP 1.23% Add +59.0% 44,876 $3.1M
Portside Wealth Group, LLC 0.51% Reduce -17.0% 44,552 $3.1M
Threadgill Financial, LLC 1.65% New 44,339 $3.1M
Sentinel Trust Co. Lba 0.36% Reduce -0.4% 44,172 $3.1M
Concurrent Investment Advisors, LLC 0.07% Add +25.1% 43,856 $3.0M
Verdence Capital Advisors LLC 0.23% Reduce -9.7% 43,783 $3.0M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -40.2% 42,886 $3.0M
Beverly Hills Private Wealth, LLC 0.60% Add +19.5% 43,203 $3.0M
Snowden Capital Advisors LLC 0.10% Reduce -14.1% 42,480 $3.0M
Wealth Advisory Solutions, LLC 0.78% Add +7.9% 42,537 $3.0M
Pinnacle Associates Ltd. 0.04% Add +2.6% 42,530 $3.0M
Verition Fund Management LLC 0.02% Add +655.5% 42,449 $2.9M
CMT Capital Markets Trading GmbH 1.22% New 42,446 $2.9M
Principal Securities, Inc. 0.07% Add +0.2% 34,091 $2.9M
Rathbones Group PLC 0.01% Add +249.7% 42,006 $2.9M
Nicollet Investment Management, Inc. 1.02% Add +3.3% 41,962 $2.9M
Fairfield Financial Advisors, LTD 1.10% Reduce -4.5% 41,827 $2.9M
Elevation Point Wealth Partners, LLC 0.25% Add +23.1% 41,509 $2.9M
Matthew 25 Management Corp 1.06% New 41,500 $2.9M
Stiles Financial Services Inc 1.11% Reduce -4.6% 41,490 $2.9M
ICW Investment Advisors LLC 1.17% Add +0.3% 41,287 $2.9M
Teachers Retirement System of the State of Kentucky 0.03% New 41,100 $2.9M
Todd Asset Management LLC 0.07% New 41,100 $2.9M
UMB Bank, n.a. 0.05% Reduce -1.5% 40,820 $2.8M
Comgest Global Investors S.A.S. 0.05% Reduce -13.1% 40,762 $2.8M
OneDigital Investment Advisors LLC 0.03% Reduce -5.2% 40,157 $2.8M
LMR Partners LLP 0.08% Add +60.0% 40,000 $2.8M
SALT Holding Corp. 2.57% Add +33.4% 39,984 $2.8M
Generate Investment Management Ltd 0.19% No change 39,962 $2.8M
Webster Bank, N. A. 0.30% Add +708.8% 39,637 $2.8M
Auxano Advisors, LLC 0.72% Add +29.4% 39,392 $2.7M
DGS Capital Management, LLC 0.72% Reduce -3.5% 39,353 $2.7M
Strong Tower Advisory Services 0.67% Add +70.3% 42,554 $2.7M
Korea Investment CORP 0.01% New 38,392 $2.7M
Capital Group Private Client Services, Inc. 0.03% Reduce -87.0% 38,049 $2.6M
Boston Family Office LLC 0.19% Reduce -15.5% 37,848 $2.6M
Benedict Financial Advisors Inc. 0.61% Reduce -2.1% 37,757 $2.6M
GMO 0.01% New 37,617 $2.6M
Union Heritage Capital, LLC 0.97% No change 37,528 $2.6M
Cantor Fitzgerald, L. P. 0.10% Add +6.2% 37,230 $2.6M
Verde Capital Management 0.73% Add +55.6% 37,198 $2.6M
Aviso Financial Inc. 0.13% Add +9.6% 37,120 $2.6M
Atria Wealth Solutions, Inc. 0.03% Reduce -13.8% 36,486 $2.6M
Iams Wealth Management, LLC 1.17% Add +55.4% 36,940 $2.6M
Banque Pictet & Cie SA 0.03% Add +1.2% 36,625 $2.5M
JCIC Asset Management Inc. 1.06% Reduce -1.8% 36,521 $2.5M
Teewinot Capital Advisers, L.L.C. 0.26% No change 36,497 $2.5M
Yousif Capital Management, LLC 0.03% Reduce -31.3% 36,296 $2.5M
Garrison Point Advisors, LLC 1.22% No change 36,268 $2.5M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -1.5% 36,167 $2.5M
Qtron Investments LLC 0.37% No change 35,765 $2.5M
Baron Capital (BAMCO) 0.01% Add +18.8% 35,662 $2.5M
Arjuna Capital 0.69% Reduce -5.0% 35,639 $2.5M
Greenleaf Trust 0.02% Reduce -0.6% 35,429 $2.5M
North Star Asset Management Inc. 0.11% Add +0.8% 34,712 $2.4M
HB Wealth Management, LLC 0.02% Add +101.2% 34,452 $2.4M
Aigen Investment Management, LP 0.38% Add +302.6% 34,284 $2.4M
Autumn Glory Partners, LLC 1.17% Add +122.9% 36,130 $2.4M
Wambolt & Associates, LLC 0.80% Add +7.0% 34,695 $2.4M
Mutual Advisors, LLC 0.07% Add +34.1% 37,849 $2.3M
Altman Advisors, Inc. 1.08% Add +121.0% 35,260 $2.3M
Capital International Sarl 0.05% Add +5.9% 33,507 $2.3M
Callan Family Office, LLC 0.17% Add +10.5% 33,475 $2.3M
Penobscot Investment Management Company, Inc. 0.22% Reduce -6.3% 33,322 $2.3M
Phoenix Financial Ltd. 0.04% Add +73.1% 33,131 $2.3M
Clean Yield Group 0.75% Reduce -2.4% 33,076 $2.3M
Broderick Brian C 0.46% Add +452.9% 32,711 $2.3M
Stonegate Investment Group, LLC 0.06% Add +2.9% 32,511 $2.3M
Kavar Capital Partners Group, LLC 0.38% Add +2.6% 32,431 $2.3M
Stamos Capital Partners, L.P. 0.59% Add +87.6% 32,414 $2.3M
Performance Wealth Partners, LLC 0.08% Add +1.4% 32,411 $2.3M
Capital International Ltd. 0.10% Add +12.2% 32,005 $2.2M
Teamwork Financial Advisors, LLC 0.30% Add +616.1% 31,883 $2.2M
Union Bancaire Privee, UBP SA 0.04% Add +291.0% 34,576 $2.2M
Sequoia Financial Advisors, LLC 0.02% Add +0.3% 31,762 $2.2M
Lowe Brockenbrough & Co. Inc. 0.15% New 31,251 $2.2M
Guild Investment Management, Inc. 2.27% Reduce -7.0% 30,650 $2.2M
Patten & Patten Inc. 0.14% Add +40.2% 30,647 $2.1M
Karani Asset Management LLC 2.25% Add +28.8% 30,632 $2.1M
Cary Street Partners Financial LLC 0.07% Add +9.0% 30,579 $2.1M
Sovran Advisors, LLC 0.28% New 36,559 $2.1M
Dorsey & Whitney Trust CO LLC 0.12% Reduce -3.0% 30,546 $2.1M
MMBG Investment Advisors Co. 0.24% Add +69.7% 29,985 $2.1M
Norden Group LLC 0.24% Reduce -24.5% 30,455 $2.1M
Claret Asset Management Corp 0.42% Add +0.4% 30,329 $2.1M
Renaissance Investment Group LLC 0.51% Add +4.8% 30,201 $2.1M
Compound Planning, Inc. 0.10% Reduce -6.2% 30,170 $2.1M
Credit Agricole S A 0.01% Add +8.4% 30,152 $2.1M
Settian Capital LP 1.62% No change 30,000 $2.1M
Unisphere Establishment 0.02% Reduce -79.8% 30,000 $2.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% Add +44.7% 29,480 $2.1M
Venturi Wealth Management, LLC 0.11% Reduce -3.3% 29,629 $2.1M
Peapack Gladstone Financial Corp. 0.03% Add +0.0% 29,114 $2.0M
Axxcess Wealth Management, LLC 0.06% Reduce -2.3% 29,060 $2.0M
Grace & White Inc. 0.39% No change 29,000 $2.0M
Ballentine Partners, LLC 0.03% Add +0.8% 28,828 $2.0M
Marotta Asset Management 0.39% Add +3.5% 16,653 $2.0M
Fortune Financial Advisors, LLC 1.71% Add +4.1% 28,518 $2.0M
Pacer Advisors, Inc. 0.01% Add +5.2% 28,277 $2.0M
Inspire Trust Co, N.A. 0.46% Add +27.3% 28,000 $1.9M
Alaethes Wealth, LLC 0.71% Add +10.5% 27,534 $1.9M
Guggenheim Capital LLC 0.02% Add +26.2% 27,910 $1.9M
Allworth Financial LP 0.01% Reduce -7.8% 30,805 $1.9M
Valeo Financial Advisors, LLC 0.05% Reduce -14.0% 27,715 $1.9M
Private Trust Co. NA 0.20% Reduce -4.1% 27,437 $1.9M
Sepio Capital, LP 0.15% Add +37.5% 27,359 $1.9M
Gibbs Wealth Management 0.46% Reduce -1.6% 27,266 $1.9M
Hilltop Holdings Inc. 0.12% Add +135.7% 26,935 $1.9M
Synovus Financial Corp. 0.02% Reduce -61.2% 26,779 $1.9M
Integrated Wealth Concepts LLC 0.02% Add +6.5% 26,712 $1.9M
Trust Co. of Vermont 0.09% Reduce -1.1% 26,690 $1.9M
Alliance Wealth Advisors, LLC 0.48% Reduce -14.4% 26,553 $1.8M
Ascent Group, LLC 0.08% Add +30.6% 26,532 $1.8M
Haverford Trust Co 0.02% Reduce -1.6% 26,412 $1.8M
D.A. Davidson & Co. 0.01% Reduce -18.7% 26,327 $1.8M
Cloverfields Capital Group, LP 0.60% Add +1.2% 26,189 $1.8M
Harrington Investments, INC 1.02% Reduce -0.8% 25,954 $1.8M
Checchi Capital Advisers, LLC 0.13% Add +2.5% 25,950 $1.8M
Wealthspire Advisors, LLC 0.01% Add +101.0% 25,884 $1.8M
Benjamin Edwards Inc. 0.03% Reduce -4.2% 25,793 $1.8M
Financial Gravity Asset Management, Inc. 0.39% — 25,730 $1.8M
Live Oak Private Wealth LLC 0.29% Add +65.0% 25,730 $1.8M
Personal Cfo Solutions, LLC 0.36% Reduce -5.2% 25,720 $1.8M
Ieq Capital, LLC 0.01% Reduce -27.5% 25,686 $1.8M
Princeton Capital Management LLC 0.63% Reduce -46.8% 25,668 $1.8M
Donaldson Capital Management, LLC 0.07% Reduce -0.0% 25,478 $1.8M
Cox Capital Mgt LLC 1.29% Add +80.6% 25,455 $1.8M
GUARDCAP ASSET MANAGEMENT Ltd 0.03% Add +24.1% 25,383 $1.8M
Global Trust Asset Management, LLC 1.07% Reduce -2.2% 25,296 $1.8M
Grey Ledge Advisors, LLC 0.46% Add +3.3% 25,194 $1.7M
Marshall Wace, LLP 0.00% Reduce -97.8% 25,125 $1.7M
Mission Wealth Management, LP 0.04% Reduce -1.5% 25,108 $1.7M
Bristlecone Advisors, LLC 0.14% Add +102.3% 24,869 $1.7M
Natixis 0.01% Reduce -10.4% 24,917 $1.7M
Sterling Capital Management LLC 0.03% Add +33.1% 24,587 $1.7M
Puzo Michael J 0.49% Add +346.4% 24,550 $1.7M
Diamant Asset Management, Inc. 1.29% Add +3.3% 24,490 $1.7M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.5% 24,346 $1.7M
Diadema Partners LP 1.34% New 24,618 $1.7M
Three Bridge Wealth Advisors, LLC 0.58% Add +88.5% 23,665 $1.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -58.5% 23,859 $1.7M
Dynamic Advisor Solutions LLC 0.05% Reduce -2.6% 23,838 $1.7M
Salem Investment Counselors Inc. 0.06% Add +7.1% 23,475 $1.7M
Syon Capital LLC 0.13% Reduce -6.0% 23,761 $1.6M
Forum Financial Management, LP 0.03% Reduce -0.7% 23,741 $1.6M
Exencial Wealth Advisors, LLC 0.06% Add +2.2% 23,601 $1.6M
Schroder Investment Management Group 0.00% Add +268.7% 23,615 $1.6M
Hikari Tsushin, Inc. 0.11% No change 23,512 $1.6M
Fullcircle Wealth LLC 0.67% Add +31.9% 26,038 $1.6M
Flow Traders U.S. LLC 0.07% New 23,464 $1.6M
Cavalier Investments, LLC 0.55% Reduce -0.2% 23,389 $1.6M
Rossmore Private Capital 0.20% Add +0.5% 23,305 $1.6M
Delta Financial Group, Inc. 0.37% Reduce -0.9% 21,269 $1.6M
Freedom Day Solutions, LLC 0.49% Reduce -6.8% 23,066 $1.6M
Commerce Bank 0.01% Reduce -27.2% 23,056 $1.6M
Texas Yale Capital Corp. 0.07% Reduce -30.6% 23,041 $1.6M
Henshaw Capital LLC 0.07% Add +55.4% 22,989 $1.6M
Nia Impact Advisors, LLC 0.59% Reduce -1.3% 22,900 $1.6M
Calamos Wealth Management LLC 0.08% Add +17.3% 22,764 $1.6M
Alliancebernstein L.P. 0.00% Reduce -1.5% 22,671 $1.6M
Bank Hapoalim BM 0.24% Add +161.7% 22,535 $1.6M
Capital Advisors Inc. 0.03% Reduce -65.6% 22,410 $1.6M
Baldwin Investment Management, LLC 0.19% Add +2.6% 22,315 $1.5M
Clearstead Advisors, LLC 0.02% Reduce -2.6% 22,310 $1.5M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -1.9% 21,940 $1.5M
Freestone Capital Holdings, LLC 0.06% Reduce -32.0% 22,249 $1.5M
Callan Capital, LLC 0.11% Reduce -12.2% 22,223 $1.5M
Ramirez Asset Management, Inc. 0.32% Reduce -0.9% 22,122 $1.5M
Icon Wealth Advisors, LLC 0.13% Reduce -42.7% 22,066 $1.5M
Hunter Associates Investment Management LLC 0.23% Add +0.2% 21,923 $1.5M
Integrity Alliance, Llc. 0.06% New 21,916 $1.5M
Human Investing LLC 0.27% Reduce -0.5% 21,898 $1.5M
Ellevest, Inc. 0.10% Reduce -4.2% 21,690 $1.5M
Aaron Wealth Advisors LLC 0.17% Add +0.5% 21,682 $1.5M
Pecaut & Co. 0.51% New 21,587 $1.5M
Signet Investment Advisory Group, Inc. 0.76% No change 21,575 $1.5M
Welch & Forbes LLC 0.02% Add +1.8% 21,546 $1.5M
AAFMAA Wealth Management & Trust LLC 0.68% Add +23.6% 21,452 $1.5M
Frank, Rimerman Advisors LLC 0.12% Reduce -0.9% 21,442 $1.5M
Schechter Investment Advisors, LLC 0.12% Reduce -34.7% 21,440 $1.5M
First American Trust, FSB 0.14% Reduce -50.9% 21,403 $1.5M
NBT Bank, N.A. 0.11% No change 21,400 $1.5M
Claro Advisors Inc. 0.20% Add +0.5% 21,385 $1.5M
Delaney Dennis R 0.81% Add +57.8% 21,360 $1.5M
Martin Capital Partners, LLC 1.76% New 21,150 $1.5M
Hourglass Capital, LLC 0.38% Add +9.9% 20,820 $1.4M
Freedom Investment Management, Inc. 0.12% Add +19.6% 20,804 $1.4M
Logan Capital Management Inc. 0.07% Reduce -2.1% 20,781 $1.4M
Central Bank & Trust Co. 0.24% Reduce -23.4% 20,755 $1.4M
North Star Investment Management Corp. 0.10% Add +18.2% 20,742 $1.4M
Sava Infond d.o.o. 0.27% Add +11.9% 20,700 $1.4M
International Assets Investment Management, LLC 0.13% Add +3.9% 20,676 $1.4M
Dakota Wealth Management 0.03% Reduce -14.1% 20,603 $1.4M
Geneos Wealth Management Inc. 0.05% Add +6.5% 20,585 $1.4M
Glenview Trust Co 0.03% Add +0.0% 20,571 $1.4M
Chilton Capital Management LLC 0.06% Add +2.7% 20,547 $1.4M
Blue Trust, Inc. 0.02% Add +23.6% 20,466 $1.4M
Diversify Wealth Management, LLC 0.11% Reduce -11.8% 21,790 $1.4M
Ballast Advisors LLC 0.45% Add +10.5% 20,393 $1.4M
Joel Isaacson & Co., LLC 0.06% Add +0.5% 20,313 $1.4M
Carnegie Lake Advisors LLC 0.57% No change 20,250 $1.4M
China Universal Asset Management Co., Ltd. 0.13% No change 20,000 $1.4M
Connable Office Inc. 0.15% Reduce -4.9% 20,138 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Add +1.5% 20,032 $1.4M
Five Oceans Advisors 0.67% No change 20,025 $1.4M
Lighthouse Financial LLC 1.19% Reduce -5.5% 19,901 $1.4M
Ironwood Investment Management LLC 0.75% Reduce -0.3% 19,861 $1.4M
William Blair Investment Management, LLC 0.00% Reduce -9.8% 19,848 $1.4M
Banco de Sabadell, S.A 1.04% Add +11.9% 19,732 $1.4M
Augustine Asset Management Inc. 0.40% Add +0.3% 19,738 $1.4M
Thoroughbred Financial Services, LLC 0.08% Reduce -55.2% 19,388 $1.3M
Stegent Equity Advisors, Inc. 1.35% Reduce -17.3% 19,147 $1.3M
Tealwood Asset Management Inc. 0.62% Add +33.5% 19,143 $1.3M
World Investment Advisors 0.03% Reduce -12.0% 19,098 $1.3M
Gitterman Wealth Management, LLC 0.35% Add +0.1% 19,098 $1.3M
Gallagher Capital Advisors, LLC 1.01% Add +24.7% 19,064 $1.3M
Lakeside Advisors, INC. 0.88% Add +2.1% 19,050 $1.3M
Merit Financial Group, LLC 0.02% Reduce -1.4% 18,977 $1.3M
Family Legacy, Inc. 0.45% Add +2.2% 18,969 $1.3M
Pinnacle Financial Partners Inc 0.03% Reduce -57.9% 18,886 $1.3M
Stablepoint Partners, LLC 0.24% Add +55.8% 18,798 $1.3M
Tevis Investment Management 0.96% No change 15,063 $1.3M
Raelipskie Partnership 0.66% Add +19.3% 18,625 $1.3M
First Citizens Bank & Trust Co. 0.03% Add +1.5% 18,597 $1.3M
Hirtle & Co., LLC 0.06% New 18,561 $1.3M
Cypress Asset Management Inc. 0.34% Add +1.8% 18,395 $1.3M
Financial Partners Group, LLC 0.55% Add +27.3% 18,306 $1.3M
Marks Group Wealth Management, Inc 0.12% Reduce -4.6% 18,302 $1.3M
HighPoint Advisor Group LLC 0.07% Add +0.5% 19,439 $1.3M
Huntington National Bank 0.01% Reduce -13.3% 18,226 $1.3M
Natural Investments, LLC 0.36% Add +16.4% 18,208 $1.3M
PFG Investments, LLC 0.08% Add +1.0% 18,102 $1.3M
Sagespring Wealth Partners, LLC 0.03% Reduce -6.8% 18,036 $1.3M
Sowell Financial Services LLC 0.06% Reduce -15.3% 18,035 $1.3M
Legacy Financial Advisors, Inc. 0.21% Add +32.3% 18,034 $1.3M
King Luther Capital Management Corp. 0.01% Add +6.3% 17,944 $1.2M
Toronto Dominion Bank 0.00% Reduce -44.8% 17,780 $1.2M
Avior Wealth Management, LLC 0.05% Reduce -13.8% 17,750 $1.2M
Mgo One Seven LLC 0.05% Reduce -11.7% 17,722 $1.2M
Chicago Partners Investment Group LLC 0.04% Reduce -3.4% 18,157 $1.2M
Souders Financial Advisors 0.17% Reduce -39.2% 17,656 $1.2M
A. D. Beadell Investment Counsel, Inc. 1.02% Add +35.1% 17,585 $1.2M
SkyView Investment Advisors, LLC 0.18% New 17,580 $1.2M
Moloney Securities Asset Management, LLC 0.16% Add +78.2% 17,458 $1.2M
Wilmington Savings Fund Society, FSB 0.02% Reduce -12.8% 17,333 $1.2M
Prelude Capital Management, LLC 0.12% New 17,214 $1.2M
Onex Canada Asset Management Inc. 0.15% New 17,185 $1.2M
Kidder Stephen W 0.37% Add +576.2% 17,175 $1.2M
IAM Advisory, LLC 0.31% Add +1.8% 17,138 $1.2M
Smartleaf Asset Management LLC 0.11% Reduce -3.9% 17,102 $1.2M
Florida Trust Wealth Management Co 0.04% Add +9.4% 17,026 $1.2M
Fairfield, Bush & Co. 0.75% Add +8.3% 17,023 $1.2M
Bangor Savings Bank 0.11% Add +1.4% 16,980 $1.2M
Somerville Kurt F 0.20% Add +88.7% 16,923 $1.2M
Tritonpoint Wealth, LLC 0.11% Add +5.2% 16,378 $1.2M
Sunbelt Securities, Inc. 0.10% Add +25.6% 16,616 $1.2M
Pacific Point Advisors, LLC 0.63% Add +7.0% 16,411 $1.1M
Highland Capital Management, LLC 0.07% Reduce -0.9% 16,350 $1.1M
Graham Capital Management, L.P. 0.05% New 16,300 $1.1M
J.W. Cole Advisors, Inc. 0.04% Add +58.3% 16,266 $1.1M
RB Capital Management, LLC 0.29% Reduce -15.7% 16,261 $1.1M
Wealth Alliance, LLC 0.14% Add +42.8% 16,182 $1.1M
Altfest L J & Co. Inc. 0.14% New 16,174 $1.1M
Bank of New Hampshire 0.29% Add +11.8% 16,143 $1.1M
Keeler Thomas Management LLC 0.55% Reduce -19.4% 16,138 $1.1M
Signal Advisors Wealth, LLC 0.11% Add +1.6% 16,123 $1.1M
Global X Japan Co., Ltd. 0.13% Reduce -10.7% 16,105 $1.1M
James Hambro & Partners LLP 0.05% No change 16,090 $1.1M
Mezzasalma Advisors, LLC 0.39% Reduce -9.9% 16,094 $1.1M
Fairview Capital Investment Management, LLC 0.06% No change 16,070 $1.1M
Vista Investment Management 0.44% Add +77.7% 16,061 $1.1M
Wealth Quarterback LLC 0.63% Add +29.6% 16,021 $1.1M
Means Investment Co., Inc. 0.12% Reduce -68.1% 16,016 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -36.9% 15,993 $1.1M
Formidable Asset Management, LLC 0.19% Add +9.4% 15,948 $1.1M
Centiva Capital, LP 0.06% Reduce -49.2% 15,928 $1.1M
Tidal Investments LLC 0.01% Reduce -81.2% 15,928 $1.1M
West Family Investments, Inc. 0.41% Reduce -22.1% 15,871 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -9.9% 15,868 $1.1M
Institute for Wealth Management, LLC. 0.14% Add +0.0% 15,826 $1.1M
Pinpoint Asset Management Ltd 0.19% Reduce -70.9% 2,692 $1.1M
Elm3 Financial Group, LLC 0.96% Reduce -23.3% 15,756 $1.1M
Edgemoor Investment Advisors, Inc. 0.10% Add +3.6% 15,726 $1.1M
Horizon Kinetics Asset Management LLC 0.01% No change 15,716 $1.1M
Caldwell Trust Co 0.12% Add +1.2% 15,712 $1.1M
Doliver Advisors, LP 0.31% Reduce -3.3% 15,690 $1.1M
Schnieders Capital Management LLC 0.23% Add +1.3% 15,586 $1.1M
Koshinski Asset Management, Inc. 0.09% Add +27.1% 15,570 $1.1M
Lockheed Martin Investment Management Co. 0.04% Reduce -78.6% 15,550 $1.1M
Meridian Wealth Management, LLC 0.05% Reduce -33.7% 15,492 $1.1M
Financial Advocates Investment Management 0.08% Add +13.8% 15,459 $1.1M
Pinnacle Wealth Planning Services, Inc. 0.16% Add +7.4% 15,313 $1.1M
LVW Advisors, LLC 0.13% Add +8.1% 15,298 $1.1M
Beaumont Financial Advisors, LLC 0.08% Reduce -8.0% 15,289 $1.1M
Lind Value II ApS 0.47% New 15,286 $1.1M
Solstein Capital, LLC 0.62% Reduce -26.7% 15,277 $1.1M
ICONIQ Capital, LLC 0.02% Add +8.6% 15,218 $1.1M
Activest Wealth Management 0.28% Add +40.6% 15,142 $1.1M
Fox Run Management, L.L.C. 0.16% New 15,119 $1.0M
Moser Wealth Advisors, LLC 0.55% Add +7.1% 15,100 $1.0M
Kathmere Capital Management, LLC 0.09% Reduce -25.4% 15,030 $1.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.10% Add +15.4% 14,942 $1.0M
Resources Management Corp. /CT/ 0.14% Reduce -1.7% 14,850 $1.0M
Bull Street Advisors, LLC 0.49% No change 14,770 $1.0M
Banque Cantonale Vaudoise 0.04% — 14,575 $1.0M
Advisory Resource Group 0.21% Add +21.0% 14,503 $1.0M
HCR Wealth Advisors 0.13% Add +23.6% 14,483 $1.0M
Pitcairn Co. 0.06% Reduce -3.0% 14,465 $1.0M
Brooklyn Investment Group 0.22% Add +391.9% 14,419 $1.0M
Arkadios Wealth Advisors 0.04% Reduce -17.3% 14,393 $999K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Add +34.0% 14,410 $999K
Perigon Wealth Management, LLC 0.03% Reduce -6.2% 14,360 $997K
LRT Capital Management, LLC 0.68% Add +261.0% 14,337 $996K
Cozad Asset Management Inc. 0.10% Reduce -24.4% 14,289 $992K
Legacy Capital Group California, Inc. 0.35% Add +119.6% 14,280 $992K
Independence Bank of Kentucky 0.15% Add +8.1% 14,260 $990K
Brookstone Capital Management 0.01% Reduce -4.0% 14,189 $985K
Jain Global LLC 0.02% New 14,178 $985K
Rehmann Capital Advisory Group 0.06% Reduce -0.8% 14,147 $982K
Flagship Harbor Advisors, LLC 0.05% Add +13.1% 14,135 $982K
Potomac Fund Management Inc. 0.43% Add +17.1% 16,816 $981K
Harmony Asset Management LLC 0.41% Reduce -77.2% 14,080 $978K
Seed Wealth Management, Inc. 0.79% Add +19.0% 14,030 $974K
Bond & Devick Financial Network, Inc. 0.35% No change 14,022 $974K
PDS Planning, Inc 0.08% Add +4.1% 13,852 $962K
Brighton Jones LLC 0.03% Reduce -2.6% 13,763 $956K
Angeles Wealth Management, LLC 0.08% Reduce -1.3% 13,744 $954K
GM Advisory Group, LLC 0.05% Add +443.5% 13,706 $952K
Anchor Investment Management, LLC 0.09% Add +1.1% 13,597 $944K
LRI Investments, LLC 0.09% Add +3.7% 13,548 $941K
Global Strategic Investment Solutions, LLC 0.11% No change 13,386 $930K
Jacobi Capital Management LLC 0.07% Add +61.7% 13,324 $925K
Wallace Advisory Group, LLC 0.64% Reduce -7.6% 10,754 $925K
Gsa Capital Partners LLP 0.08% New 13,293 $923K
Clarius Group, LLC 0.06% Add +21.5% 13,281 $922K
Clal Insurance Enterprises Holdings Ltd 0.01% Add +30.0% 13,000 $918K
SBI Securities Co., Ltd. 0.03% Add +11.5% 13,150 $913K
Mystic Asset Management, Inc. 0.24% Reduce -0.8% 13,085 $909K
Bailard, Inc. 0.02% Add +49.3% 12,968 $900K
Mitchell & Pahl Private Wealth, LLC 0.42% Add +2.9% 12,968 $900K
Spire Wealth Management 0.03% Add +8.2% 12,862 $893K
Embree Financial Group 0.15% Reduce -8.6% 12,849 $892K
Baker Tilly Wealth Management, LLC 0.35% Add +52.1% 12,799 $889K
Roehl & Yi Investment Advisors, LLC 0.48% New 12,674 $880K
Peloton Wealth Strategists 0.38% New 12,680 $880K
Convergence Financial, LLC 0.17% Add +8.4% 12,521 $869K
Bayesian Capital Management, LP 0.14% Reduce -50.2% 12,400 $861K
Giverny Capital 0.03% No change 12,400 $861K
Werlinich Asset Management, LLC 0.55% Add +0.5% 12,370 $859K
Forza Wealth Management, LLC 0.39% Reduce -2.4% 12,366 $859K
Balentine LLC 0.04% No change 12,166 $845K
Bank of Nova Scotia 0.00% Reduce -3.8% 12,169 $845K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -0.5% 12,024 $835K
Savvy Advisors, Inc. 0.08% Add +68.7% 12,014 $834K
Naples Global Advisors, LLC 0.08% New 11,764 $829K
Baader Bank Aktiengesellschaft 0.08% Add +224.4% 13,224 $828K
First Pacific Financial 0.17% New 11,854 $823K
Sage Rhino Capital LLC 0.19% Reduce -2.3% 11,817 $821K
Savant Capital, LLC 0.01% Reduce -15.3% 11,816 $821K
Outfitters Financial LLC 0.73% Add +32.0% 11,610 $806K
Essex Bank 0.20% Add +20.3% 11,592 $805K
Smart Money Group LLC 0.27% Add +98.5% 11,572 $804K
Aviance Capital Partners, LLC 0.11% No change 11,571 $803K
Solidarity Wealth, LLC 0.20% New 11,502 $802K
Main Street Research LLC 0.05% Reduce -86.8% 11,338 $800K
Tiaa Trust, National Association 0.00% Reduce -16.3% 11,447 $795K
Sigma Planning Corp 0.03% Reduce -3.1% 11,393 $793K
Peddock Capital Advisors, LLC 0.20% Add +43.2% 11,415 $793K
Clear Harbor Asset Management, LLC 0.06% Add +163.8% 11,401 $792K
Brown Miller Wealth Management, LLC 0.27% Add +38.7% 11,394 $791K
Birch Financial Group, LLC 0.70% Add +75.3% 11,377 $790K
Cooper Financial Group 0.10% Add +2.7% 11,367 $789K
TrueMark Investments, LLC 0.21% Reduce -6.9% 11,312 $786K
LYNX Capital Group Ltd. 0.40% Reduce -0.5% 11,282 $783K
Financial Perspectives, Inc 0.27% No change 11,256 $782K
Alexander Labrunerie & Co., Inc. 0.34% Add +0.7% 11,251 $781K
SeaCrest Wealth Management, LLC 0.09% Reduce -2.4% 11,238 $780K
Bridgewater Advisors Inc. 0.07% Reduce -3.6% 11,945 $778K
DMC Group, LLC 0.63% Reduce -1.3% 11,155 $775K
Patrick M Sweeney & Associates, Inc. 0.58% No change 11,155 $775K
HBK Sorce Advisory LLC 0.02% Add +13.2% 11,154 $775K
Range Financial Group LLC 0.34% Add +11.8% 11,141 $774K
Roberts Glore & Co. Inc. 0.23% Add +252.8% 11,089 $770K
Covenant Partners, LLC 0.25% Reduce -36.3% 11,085 $770K
Balboa Wealth Partners 0.19% Add +2.5% 11,018 $765K
Caas Capital Management LP 0.36% No change 11,000 $764K
Avidian Wealth Enterprises, LLC 0.03% Add +12.3% 11,000 $764K
BTC Capital Management, Inc. 0.07% Add +3.2% 10,958 $761K
Simon Quick Advisors, LLC 0.04% Add +63.5% 10,918 $758K
NorthCrest Asset Manangement, LLC 0.02% Reduce -7.7% 10,763 $747K
Clare Market Investments LLC 0.20% Reduce -26.0% 10,748 $746K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -77.8% 10,738 $746K
Channing Global Advisors, LLC 0.51% Add +159.8% 10,698 $743K
Independent Financial Group, LLC 0.03% Reduce -76.0% 10,674 $741K
Empower Advisory Group, LLC 0.00% Reduce -14.5% 10,642 $739K
Profund Advisors LLC 0.03% Add +53.6% 10,632 $738K
GeoWealth Management, LLC 0.03% Reduce -34.2% 10,617 $737K
Retirement Planning Co of New England, Inc. 0.37% Add +5.5% 10,601 $736K
Belpointe Asset Management LLC 0.04% Add +96.2% 10,589 $735K
Wedmont Private Capital 0.04% Reduce -1.2% 11,309 $732K
Turtle Creek Wealth Advisors, LLC 0.11% New 10,532 $731K
Ar Asset Management Inc. 0.17% New 10,500 $729K
Confluence Investment Management LLC 0.01% Add +1.9% 10,465 $727K
FDx Advisors, Inc. 0.23% Reduce -13.0% 10,292 $715K
Hazlett, Burt & Watson, Inc. 0.32% Reduce -1.4% 10,313 $714K
Copperwynd Financial, LLC 0.20% Add +27.0% 10,248 $712K
Klingenstein Fields & Co. LP 0.03% Reduce -3.5% 10,235 $711K
Montis Financial, LLC 0.21% Reduce -26.8% 10,218 $710K
Bridgefront Capital, LLC 0.20% Add +157.8% 10,216 $709K
XTX Topco Ltd 0.04% New 10,162 $706K
Argent Trust Co 0.03% Add +23.3% 10,159 $705K
Centaurus Financial, Inc. 0.04% Add +8.5% 10,149 $705K
PAX Financial Group, LLC 0.12% Add +87.4% 10,119 $703K
Jefferies Financial Group Inc. 0.01% Reduce -32.4% 10,083 $700K
Burford Brothers, Inc. 0.34% Reduce -0.2% 10,081 $700K
BSW Wealth Partners 0.11% Add +8.2% 10,055 $698K
Aberdeen Wealth Management LLC 0.48% Add +0.6% 10,040 $697K
Carolina Wealth Advisors, LLC 0.38% Add +505.9% 10,034 $697K
Viawealth, LLC 0.43% Add +21.2% 10,031 $697K
Cacti Asset Management LLC 0.05% No change 10,000 $693K
NTV Asset Management LLC 0.09% Add +8.1% 9,954 $691K
Holderness Investments Co. 0.16% Reduce -41.0% 9,930 $690K
Cairn Investment Group, Inc. 0.39% Reduce -1.7% 9,882 $686K
Prossimo Advisors, LLC 0.51% Add +2.3% 9,847 $684K
Cynosure Group, LLC 0.09% Reduce -63.3% 9,804 $681K
Foundations Investment Advisors, LLC 0.01% Reduce -93.7% 9,774 $679K
Financial Counselors Inc. 0.01% Reduce -5.2% 9,755 $677K
Gen-Wealth Partners Inc 0.28% Add +29.6% 9,717 $675K
Guyasuta Investment Advisors Inc. 0.04% No change 9,686 $673K
Motco 0.07% Add +9.3% 9,660 $671K
V-Square Quantitative Management LLC 0.10% No change 9,654 $670K
Capital Investment Advisory Services, LLC 0.06% Reduce -2.8% 9,640 $669K
S.A. Mason LLC 0.35% Reduce -0.5% 9,628 $669K
Red Door Wealth Management, LLC 0.10% No change 9,608 $667K
Spinnaker Trust 0.04% Reduce -0.5% 9,570 $665K
Calydon Capital 0.12% No change 9,513 $661K
Montag A & Associates Inc. 0.03% No change 9,402 $660K
GAMMA Investing LLC 0.05% Add +20.4% 9,466 $657K
GC Wealth Management RIA, LLC 0.12% Reduce -37.0% 9,443 $656K
Quotient Wealth Partners, LLC 0.02% Add +4.8% 9,415 $654K
Journey Strategic Wealth LLC 0.02% Add +18.1% 9,406 $653K
Versant Capital Management, Inc 0.11% Add +842.6% 9,388 $652K
Berkshire Asset Management LLC 0.03% Reduce -1.4% 10,000 $649K
OneAscent Financial Services LLC 0.04% Add +75.7% 9,306 $644K
Elefante Mark B 0.51% Add +157.4% 9,265 $643K
Summit Financial, LLC 0.02% Reduce -13.8% 9,156 $636K
Insigneo Advisory Services, LLC 0.07% Reduce -26.2% 9,122 $633K
Raub Brock Capital Management LP 0.14% No change 9,100 $632K
WealthTrust Axiom LLC 0.19% New 9,069 $630K
Cravens & Co Advisors, LLC 0.49% Add +15.5% 9,033 $627K
Creekmur Asset Management LLC 0.13% Add +784.5% 9,031 $627K
Harbour Investments, Inc. 0.02% Add +0.1% 9,026 $627K
Armstrong Henry H Associates Inc. 0.06% Reduce -5.3% 9,024 $627K
Trivium Point Advisory, LLC 0.08% Reduce -25.4% 8,981 $624K
FNY Investment Advisers, LLC 0.39% New 8,972 $623K
Traveka Wealth, LLC 0.35% Add +11.9% 8,954 $622K
Dempze Nancy E 0.37% New 8,935 $620K
Inscription Capital, LLC 0.10% — 4,831 $620K
Intellectus Partners, LLC 0.15% Reduce -30.9% 8,732 $616K
Lindbrook Capital, LLC 0.06% Reduce -12.7% 8,774 $609K
U.S. Capital Wealth Advisors, LLC 0.02% Add +26.6% 8,773 $609K
Keel Point, LLC 0.05% Add +13.9% 8,761 $608K
May Hill Capital, LLC 0.23% Add +79.7% 8,753 $608K
Sivia Capital Partners, LLC 0.28% Add +9.9% 8,733 $606K
Summit Financial Wealth Advisors, LLC 0.12% Reduce -5.4% 8,725 $606K
Tower Research Capital LLC (TRC) 0.02% Reduce -31.0% 8,709 $605K
Forte Capital LLC 0.07% Reduce -79.5% 8,689 $603K
Cullinan Associates Inc. 0.04% No change 8,675 $602K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.28% Add +289.7% 8,600 $597K
Schwarz Dygos Wheeler Investment Advisors LLC 0.14% Reduce -4.5% 8,521 $592K
IFP Advisors, Inc 0.02% Reduce -26.3% 8,516 $591K
Peoples Financial Services Corp. 0.28% Add +0.3% 8,476 $589K
Hohimer Wealth Management, LLC 0.12% New 8,473 $588K
Canal Capital Management, LLC 0.10% Add +10.5% 8,461 $588K
Stokes Family Office, LLC 0.07% Reduce -0.5% 8,439 $586K
Csenge Advisory Group 0.03% Reduce -3.8% 10,056 $584K
Corient IA LP 0.41% — 8,400 $583K
Ashton Thomas Securities, LLC 0.16% Add +44.8% 8,397 $583K
Mattern Capital Management, LLC 0.07% Add +118.6% 8,343 $579K
Grandfield & Dodd, LLC 0.04% Reduce -1.8% 8,334 $579K
SteelPeak Wealth, LLC 0.02% Add +5.2% 8,209 $578K
Brevan Howard Capital Management LP 0.02% New 8,500 $578K
Quantum Portfolio Management LLC 0.29% Add +227.8% 8,311 $577K
Hardy Reed LLC 0.05% Reduce -0.7% 8,294 $576K
Summit Global Investments 0.04% Reduce -12.9% 8,287 $575K
Signature Estate & Investment Advisors LLC 0.01% Add +30.6% 8,221 $571K
Argonautica Private Wealth Management, Inc. 0.20% Add +9.7% 8,190 $569K
Fiduciary Alliance LLC 0.06% Add +1.0% 8,190 $569K
Atlas Brown,Inc. 0.20% Add +57.7% 8,092 $562K
Diversified Enterprises, LLC 0.05% Add +26.3% 8,069 $560K
Advisors Capital Management, LLC 0.01% Reduce -9.5% 8,064 $560K
Griffin Asset Management, Inc. 0.07% Reduce -5.3% 8,000 $556K
Sargent Investment Group, LLC 0.09% New 7,982 $554K
Riverbend Wealth Management, LLC 0.50% Add +71.4% 7,980 $554K
Resonant Capital Advisors, LLC 0.04% Add +15.3% 7,842 $554K
GW Henssler & Associates Ltd. 0.03% Reduce -5.9% 7,959 $553K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -24.9% 7,954 $552K
Lanark Financial, Inc. 0.05% — 7,954 $552K
Essex Financial Services, Inc. 0.04% Reduce -38.0% 7,945 $552K
Bank of Stockton 0.18% Reduce -2.7% 7,931 $551K
Advisor OS, LLC 0.06% Reduce -12.6% 7,855 $545K
Penserra Capital Management LLC 0.01% Add +29.7% 7,831 $543K
FourThought Financial Partners, LLC 0.06% Add +11.5% 7,814 $543K
Bath Savings Trust Co 0.06% Reduce -2.4% 7,791 $541K
Keudell/Morrison Wealth Management 0.13% Reduce -9.2% 7,762 $539K
TBH Global Asset Management, LLC 0.10% Add +3.5% 7,757 $539K
Diversify Advisory Services, LLC 0.03% Reduce -23.9% 8,251 $538K
Hudock, Inc. 0.09% Add +45.6% 7,731 $537K
QV Investors Inc. 0.05% Reduce -7.0% 7,694 $534K
Zuckerman Investment Group, LLC 0.06% Add +28.6% 7,652 $531K
Mirabaud & Cie SA 0.18% New 7,640 $531K
BOK Financial Private Wealth, Inc. 0.04% Reduce -37.7% 7,500 $529K
Agate Pass Investment Management, LLC 0.23% Reduce -5.0% 7,619 $529K
Valley National Advisers Inc. 0.10% Reduce -0.1% 7,630 $529K
Union Savings Bank 0.26% Add +14.4% 7,615 $529K
Bridges Investment Management Inc. 0.01% Add +3.4% 7,550 $524K
Transatlantique Private Wealth LLC 0.21% Add +11.0% 7,558 $524K
Aptus Capital Advisors, LLC 0.01% Add +6.8% 7,520 $522K
Philadelphia Trust Co. 0.04% No change 7,500 $521K
One Capital Management, LLC 0.02% New 7,445 $517K
Laraway Financial Advisors Inc 0.41% No change 7,406 $514K
DecisionMap Wealth Management, LLC 0.39% Add +29.1% 7,366 $512K
First Manhattan Co. Llc. 0.00% Reduce -3.0% 7,241 $511K
Intrust Bank NA 0.05% Reduce -15.6% 7,360 $511K
LifeSteps Financial, Inc. 0.41% Reduce -0.5% 7,352 $511K
Strategic Global Advisors, LLC 0.10% Reduce -2.1% 7,343 $510K
Glen Eagle Advisors, LLC 0.08% Reduce -36.2% 7,319 $508K
Dover Advisors, LLC 0.22% New 7,154 $505K
Bright Futures Wealth Management, LLC. 0.56% Reduce -7.5% 8,652 $505K
Quintet Private Bank (Europe) S.A. 0.03% Reduce -1.0% 7,251 $504K
SCS Capital Management LLC 0.01% New 7,135 $503K
VestGen Advisors, LLC 0.02% — 7,222 $501K
Wrapmanager Inc. 0.13% Reduce -10.2% 7,164 $497K
Wynn Capital, LLC 0.29% Add +0.6% 7,090 $492K
Parr McKnight Wealth Management Group, LLC 0.07% No change 7,065 $491K
HM Payson & Co. 0.01% Add +58.5% 7,041 $489K
Summit X, LLC 0.10% Reduce -8.9% 7,034 $488K
Lafayette Investments, Inc. 0.10% Add +18.2% 7,029 $488K
American National Bank & Trust 0.05% Add +0.2% 7,018 $487K
Rock Point Advisors, LLC 0.15% No change 7,000 $486K
Founders Financial Securities LLC 0.04% Add +120.2% 7,732 $484K
Heritage Family Offices, LLP 0.25% Add +1.0% 6,968 $484K
Prosperity Consulting Group, LLC 0.04% Reduce -19.9% 6,961 $483K
First Horizon Advisors, Inc. 0.01% Reduce -2.0% 6,942 $482K
Symphony Financial Services, Inc. 0.31% Reduce -6.4% 6,923 $481K
Strategic Investment Advisors / MI 0.05% Reduce -9.4% 6,892 $479K
Moors & Cabot, Inc. 0.02% Add +10.7% 6,875 $477K
SageView Advisory Group, LLC 0.02% Reduce -11.1% 6,866 $477K
Cornerstone Wealth Management, LLC 0.03% Add +22.8% 6,864 $477K
BNC Wealth Management, LLC 0.17% No change 6,806 $473K
Curated Wealth Partners LLC 0.06% Add +1.1% 6,771 $470K
Platform Technology Partners 0.14% Add +19.1% 6,760 $469K
GWN Securities Inc. 0.03% Add +128.2% 7,056 $468K
Invst, LLC 0.06% New 6,707 $466K
Marco Investment Management LLC 0.04% No change 6,702 $465K
Dynamic Technology Lab Private Ltd 0.07% Reduce -65.6% 6,662 $463K
Principle Wealth Partners LLC 0.03% Add +47.8% 6,654 $462K
Samalin Investment Counsel, LLC 0.19% Reduce -6.4% 6,607 $459K
Legacy Capital Wealth Partners, LLC 0.11% Add +23.3% 6,578 $457K
CoreCap Advisors, LLC 0.02% Reduce -6.6% 6,563 $456K
Arax Advisory Partners 0.03% Reduce -17.5% 6,535 $454K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -12.4% 6,528 $453K
KFG Wealth Management, LLC 0.08% Add +35.3% 6,522 $453K
Sierra Ocean, LLC 0.36% Add +38.2% 6,505 $452K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.28% No change 6,500 $451K
Defined Wealth Management, LLC 0.30% Reduce -0.4% 6,493 $451K
First Financial Corp. 0.22% No change 6,470 $449K
My Legacy Advisors, LLC 0.17% Reduce -8.1% 6,463 $449K
Mfa Wealth Advisors, LLC 0.11% Add +5.6% 6,441 $447K
Canopy Partners, LLC 0.17% Reduce -1.7% 6,433 $447K
Focus Financial Network, Inc. 0.02% Reduce -27.6% 6,425 $446K
Gallacher Capital Management LLC 0.22% Add +12.2% 6,408 $445K
Fox Hill Wealth Management 0.26% Reduce -45.5% 6,385 $443K
Romano Brothers and Company 0.06% Add +0.7% 6,373 $443K
North Berkeley Wealth Management, LLC 0.46% Reduce -25.0% 6,372 $442K
CreativeOne Wealth, LLC 0.01% Reduce -68.3% 6,359 $442K
Arcadia Investment Management Corp. 0.08% Add +45.9% 6,354 $441K
Jim Saulnier & Associates, LLC 0.34% No change 6,314 $438K
Focus Partners Advisor Solutions, LLC 0.01% New 6,294 $437K
Southland Equity Partners LLC 0.10% Add +6.1% 6,278 $436K
Chemung Canal Trust Co. 0.10% Reduce -41.9% 6,224 $432K
Cohen Capital Management, Inc. 0.07% Add +135.1% 6,212 $431K
Virtue Capital Management, LLC 0.05% Add +18.9% 6,175 $429K
Murphy & Mullick Capital Management Corp 0.41% Reduce -0.2% 6,152 $427K
Centric Wealth Management 0.11% No change 6,140 $426K
BridgePort Financial Solutions, LLC 0.19% Add +0.6% 6,095 $423K
Focused Wealth Management, Inc 0.06% Add +39.6% 6,090 $423K
Seven Mile Advisory 0.28% Reduce -7.7% 6,074 $422K
CENTRAL TRUST Co 0.01% No change 6,020 $418K
IHT Wealth Management, LLC 0.01% Reduce -16.5% 6,005 $417K
AXS Investments LLC 0.12% No change 6,000 $417K
Martel Wealth Advisors LLC 0.08% No change 6,000 $417K
Ameriflex Group, Inc. 0.17% Add +437.3% 5,986 $416K
Cordatus Wealth Management LLC 0.11% Add +8.8% 5,974 $415K
Modern Wealth Management, LLC 0.01% New 5,968 $414K
Private Advisory Group LLC 0.05% Reduce -60.7% 5,964 $414K
Truepoint, Inc. 0.01% New 5,954 $413K
D'Orazio & Associates, Inc. 0.06% Reduce -28.0% 5,936 $412K
Mather Group, Llc. 0.00% Add +6.2% 5,933 $412K
Fermata Advisors, LLC 0.07% New 5,898 $410K
Red Wave Investments LLC 0.15% Reduce -0.8% 5,892 $409K
Plimoth Trust Co. LLC 0.11% Add +4.3% 5,890 $409K
Hexagon Capital Partners LLC 0.08% Reduce -11.1% 5,865 $407K
Persistent Asset Partners Ltd 0.36% New 5,859 $407K
Sage Mountain Advisors LLC 0.03% Add +1.7% 5,856 $407K
Brucke Financial, Inc. 0.35% Reduce -5.0% 6,101 $405K
Capital Investment Advisors, LLC 0.01% Add +31.0% 5,808 $403K
Net Worth Advisory Group 0.13% Reduce -0.5% 5,780 $401K
Shikiar Asset Management Inc. 0.13% Reduce -94.0% 5,760 $400K
Seaview Investment Managers LLC 0.10% New 5,758 $400K
Mission Creek Capital Partners, Inc. 0.10% Add +1.9% 5,755 $400K
Unique Wealth Strategies, LLC 0.18% No change 5,750 $399K
Pines Wealth Management, LLC 0.18% Add +69.1% 6,481 $399K
AE Wealth Management LLC 0.00% Add +20.8% 5,742 $399K
1900 Wealth Management LLC 0.03% Reduce -4.3% 5,717 $397K
Cromwell Holdings LLC 0.25% Reduce -17.4% 5,704 $396K
Impact Investors, Inc 0.31% Add +14.1% 5,698 $396K
AlTi Global, Inc. 0.01% Reduce -3.4% 5,589 $394K
FSM Wealth Advisors, LLC 0.09% Add +5.1% 5,671 $394K
Kentucky Trust Co 0.23% Reduce -1.7% 5,650 $392K
Denali Advisors LLC 0.04% Reduce -28.6% 5,630 $391K
Stanley-Laman Group, Ltd. 0.06% New 5,618 $390K
Whipplewood Advisors, LLC 0.23% Reduce -7.0% 5,567 $390K
Monetary Management Group Inc. 0.10% No change 5,570 $387K
Williams Jones Wealth Management, LLC. 0.00% Add +2.8% 5,570 $387K
Valmark Advisers, Inc. 0.01% Reduce -16.1% 5,563 $386K
Evoke Wealth, LLC 0.01% Add +3.8% 5,464 $386K
Perkins Coie Trust Co 0.09% Add +0.1% 5,545 $385K
GPS Wealth Strategies Group, LLC 0.05% Reduce -5.1% 5,540 $385K
Horizon Investments, LLC 0.01% Add +117.4% 5,466 $380K
Marcum Wealth, LLC 0.03% Add +45.9% 5,457 $379K
Strategic Wealth Investment Group, LLC 0.66% New 5,452 $379K
Manchester Capital Management LLC 0.05% Reduce -0.0% 5,450 $378K
Burns J W & Co. Inc. 0.05% Reduce -3.4% 5,415 $376K
Kingsview Wealth Management, LLC 0.01% Add +9.3% 5,404 $375K
Boston Trust Walden Corp 0.00% No change 5,366 $373K
Great Diamond Partners, LLC 0.10% Reduce -82.2% 5,365 $373K
American Trust 0.09% Reduce -60.5% 5,365 $373K
Leavell Investment Management, Inc. 0.02% Add +32.9% 5,272 $371K
Asio Capital, LLC 0.07% Add +0.7% 5,336 $371K
Optas, LLC 0.06% Reduce -15.0% 5,319 $369K
Farmers & Merchants Trust Co of Chambersburg PA 0.13% Reduce -71.0% 5,314 $369K
PMV Capital Advisers, LLC 0.89% Add +0.2% 5,301 $368K
Samjo Management, LLC 0.16% Reduce -1.9% 5,300 $368K
Herold Advisors, Inc. 0.08% Add +20.4% 5,300 $368K
Westover Capital Advisors, LLC 0.08% Add +5.3% 5,292 $367K
Drive Wealth Management, LLC 0.09% Reduce -22.3% 5,207 $367K
Continuum Advisory, LLC 0.05% Reduce -1.8% 5,267 $366K
Aspiriant, LLC 0.01% Add +0.7% 5,259 $365K
Hancock Whitney Corp. 0.01% Reduce -0.4% 5,235 $364K
Bank Ozk 0.15% Reduce -75.9% 5,182 $360K
Quadcap Wealth Management, LLC 0.05% Add +43.0% 5,179 $360K
Capital Market Strategies LLC 0.24% Reduce -15.3% 5,161 $358K
Harbour Capital Advisors, LLC 0.09% Reduce -30.2% 5,340 $358K
Crestwood Advisors Group, LLC 0.01% Reduce -5.7% 5,148 $357K
Patton Albertson Miller Group, LLC 0.05% Reduce -6.4% 5,130 $356K
Heron Bay Capital Management 0.07% New 5,128 $356K
Alpine Bank Wealth Management 0.06% — 5,118 $355K
Blue Barn Wealth, LLC 0.19% Reduce -22.6% 5,114 $355K
Mayflower Financial Advisors, LLC 0.05% Reduce -33.4% 5,074 $352K
Hanson & Doremus Investment Management 0.05% No change 5,076 $352K
Flputnam Investment Management Co. 0.01% Reduce -11.0% 5,066 $352K
Abel Hall, LLC 0.21% Reduce -16.5% 5,021 $349K
Capital Group Investment Management Pte. LTD. 0.07% No change 5,019 $349K
180 Wealth Advisors, LLC 0.06% Add +3.6% 5,014 $348K
Security Financial Services, INC. 0.07% Add +48.4% 5,003 $347K
Hodges Capital Management Inc. 0.03% Reduce -79.0% 4,989 $346K
Mosaic Financial Group, LLC 0.28% Add +1.3% 4,919 $342K
Avestar Capital, LLC 0.03% Reduce -31.5% 4,833 $341K
Marshall Financial Group, LLC 0.07% Reduce -21.9% 4,912 $341K
First Affirmative Financial Network 0.21% Add +5.6% 4,903 $340K
Jump Financial, LLC 0.01% New 4,900 $340K
CI Investments Inc. 0.00% Reduce -97.5% 4,881 $339K
Tradewinds Capital Management, LLC 0.09% Reduce -2.5% 4,860 $337K
Douglas Lane & Associates, LLC 0.01% No change 4,860 $337K
Insight Advisors, LLC/ PA 0.06% Reduce -29.3% 4,826 $335K
Aljian Capital Management, LLC 0.08% Add +0.6% 4,821 $335K
Accretive Wealth Partners, LLC 0.12% Reduce -16.5% 5,045 $334K
Baker Chad R 0.07% Reduce -6.7% 4,815 $334K
CoreFirst Bank & Trust 0.21% No change 4,785 $332K
GHP Investment Advisors, Inc. 0.02% Add +0.7% 4,771 $331K
Hobbs Group Advisors, LLC 0.13% Reduce -50.0% 4,760 $331K
Park National Corp. 0.01% Reduce -1.1% 4,713 $327K
Kingswood Wealth Advisors, LLC 0.03% Reduce -46.6% 4,710 $326K
Cumberland Partners Ltd 0.03% Reduce -84.2% 4,679 $325K
Granite Group Advisors, LLC 0.23% No change 4,674 $325K
Perennial Investment Advisors, LLC 0.04% New 4,673 $325K
Money Concepts Capital Corp. 0.02% Reduce -5.3% 4,637 $322K
LJI Wealth Management, LLC 0.06% Add +17.8% 4,630 $322K
Foster Dykema Cabot & Partners, LLC 0.03% Add +3.8% 4,526 $319K
Opinicus Capital, Inc. 0.28% Add +29.8% 4,593 $319K
Aprio Wealth Management, LLC 0.04% Add +12.3% 4,566 $317K
Grassi Investment Management 0.03% Add +82.8% 4,570 $317K
Essex LLC 0.07% No change 4,551 $316K
Western Wealth Management, LLC 0.02% Reduce -1.2% 4,539 $315K
Capital Investment Counsel, Inc 0.05% No change 4,500 $312K
AMG National Trust Bank 0.01% Add +0.3% 4,449 $309K
Gryphon Financial Partners LLC 0.05% Add +30.9% 4,431 $308K
Cable Hill Partners, LLC 0.03% Reduce -43.0% 4,612 $306K
Painted Porch Advisors LLC 0.13% Reduce -10.2% 4,412 $306K
Notis-McConarty Edward 0.16% New 4,410 $306K
Knights of Columbus Asset Advisors LLC 0.02% Reduce -4.6% 4,386 $305K
EverSource Wealth Advisors, LLC 0.02% Reduce -19.1% 4,380 $304K
Abundance Wealth Counselors 0.06% Add +1.3% 4,343 $302K
Stock Yards Bank & Trust Co. 0.01% Reduce -5.6% 4,347 $302K
Annex Advisory Services, LLC 0.01% Reduce -14.3% 4,330 $301K
Ledyard National Bank 0.03% Add +1.1% 4,322 $300K
Hollencrest Capital Management 0.01% Reduce -5.5% 4,305 $299K
Wealthcare Advisory Partners LLC 0.01% Reduce -83.1% 4,286 $298K
Aspen Grove Capital, LLC 0.06% Reduce -2.7% 4,223 $298K
Canandaigua National Bank & Trust Co. 0.03% Reduce -66.0% 4,273 $297K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -5.9% 4,187 $296K
Princeton Global Asset Management LLC 0.06% Add +52.8% 4,250 $295K
Colorado Capital Management, Inc. 0.14% No change 4,229 $294K
Brandywine Managers, LLC 0.35% No change 4,222 $293K
Werba Rubin Papier Wealth Management 0.06% Reduce -8.0% 4,205 $292K
Ariadne Wealth Management, LP 0.15% Reduce -1.5% 4,429 $291K
Fifth Third Wealth Advisors LLC 0.01% Add +34.2% 4,179 $290K
Wolf Group Capital Advisors 0.10% New 4,172 $290K
Wimmer Associates 1, LLC 0.15% Reduce -7.5% 4,425 $289K
Encompass More Asset Management 0.09% Add +22.6% 4,164 $289K
Sax Wealth Advisors, LLC 0.02% Reduce -6.7% 4,142 $288K
Abbot Financial Management, Inc. 0.15% Add +1.9% 4,132 $287K
Everpar Advisors LLC 0.15% Add +21.5% 4,115 $286K
Howland Capital Management LLC 0.01% Reduce -36.8% 4,045 $286K
Texas Capital Bancshares Inc 0.12% Add +27.6% 4,095 $284K
Concorde Asset Management, LLC 0.15% No change 4,359 $284K
Strategy Asset Managers LLC 0.06% No change 4,084 $284K
Moneta Group Investment Advisors LLC 0.00% Reduce -4.3% 4,060 $282K
Bulltick Wealth Management, LLC 0.07% Reduce -39.2% 3,983 $281K
Diversified Trust Co. 0.01% Add +24.6% 4,044 $281K
Redmond Asset Management, LLC 0.07% No change 4,039 $280K
Linden Thomas Advisory Services, LLC 0.04% Add +12.8% 4,011 $279K
Composition Wealth, LLC 0.01% New 4,002 $278K
Fca Corp. 0.09% No change 4,000 $278K
Larson Financial Group LLC 0.01% Add +17.8% 3,992 $277K
Cannon Advisors, Inc. 0.25% Add +5.6% 3,948 $274K
Garden State Investment Advisory Services LLC 0.09% Add +7.5% 3,892 $274K
Ameritas Advisory Services, LLC 0.01% Reduce -67.9% 3,528 $273K
Key Financial Inc 0.06% No change 3,932 $273K
Tucker Asset Management LLC 0.09% Reduce -12.7% 3,929 $273K
Gratus Wealth Advisors, LLC 0.04% Add +7.4% 3,922 $272K
LCM Capital Management Inc 0.16% Add +1.6% 3,921 $272K
Aegis Wealth Management LLC 0.16% Reduce -29.9% 3,902 $271K
Family Manage LLC 0.04% Add +15.4% 3,899 $271K
Kuhn & Co Investment Counsel 0.23% Add +2.2% 3,885 $270K
Adero Partners, LLC 0.02% Reduce -27.5% 3,878 $269K
Blueshift Asset Management, LLC 0.11% Reduce -16.5% 3,873 $269K
Cerro Pacific Wealth Advisors LLC 0.09% Reduce -5.7% 3,112 $268K
Curat Global, LLC 0.32% — 3,830 $266K
Rosenberg Matthew Hamilton 0.07% No change 3,812 $265K
Byrne Asset Management LLC 0.23% Reduce -8.8% 3,802 $264K
IFC Advisors LLC 0.06% Add +63.1% 3,801 $264K
Cyndeo Wealth Partners, LLC 0.02% Add +3.0% 3,799 $264K
Paces Ferry Wealth Advisors, LLC 0.13% Add +20.4% 3,791 $263K
Shelton Capital Management 0.01% New 3,790 $263K
Phillips Wealth Planners LLC 0.28% Add +47.0% 4,042 $262K
Old National Bancorp 0.01% Reduce -5.9% 3,763 $261K
Sittner & Nelson, LLC 0.11% Add +5.2% 3,746 $260K
AdvisorNet Financial, Inc 0.02% Add +34.0% 3,741 $260K
Fidelis Capital Partners, LLC 0.03% Reduce -70.8% 4,183 $260K
Transform Wealth, LLC 0.02% Reduce -96.1% 3,685 $259K
First Foundation Advisors 0.01% Reduce -18.4% 3,719 $258K
Elser Financial Planning, Inc 0.36% No change 3,714 $258K
Clearstead Trust, LLC 0.06% Add +13.3% 3,713 $258K
Riversedge Advisors, LLC 0.06% Reduce -1.7% 3,703 $257K
PUREfi Wealth, LLC 0.26% Add +25.3% 3,700 $257K
Hoxton Planning & Management, LLC 0.10% Reduce -0.1% 3,696 $257K
Parcion Private Wealth LLC 0.02% Reduce -44.9% 3,692 $256K
Verus Capital Partners, LLC 0.03% Reduce -5.2% 3,688 $256K
Opal Wealth Advisors, LLC 0.08% Reduce -11.0% 3,678 $255K
Renasant Bank 0.17% Reduce -29.1% 3,668 $255K
MJP Associates Inc. 0.05% Reduce -27.5% 3,658 $254K
Fourpath Capital Management, LLC 0.04% Add +10.5% 3,652 $254K
Oxford Financial Group, LTD. LLC 0.02% Add +1.7% 3,650 $253K
BIP Wealth, LLC 0.02% No change 3,642 $253K
Veracity Capital LLC 0.10% Add +0.8% 3,615 $251K
Leo Wealth, LLC 0.04% Reduce -36.6% 3,615 $251K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -57.0% 3,614 $251K
Fortress Financial Solutions, LLC 0.36% New 3,613 $251K
Colonial River Investments, LLC 0.14% Reduce -6.8% 3,586 $249K
Baron Wealth Management LLC 0.11% Add +8.2% 3,564 $247K
Chesley Taft & Associates LLC 0.01% Reduce -0.9% 3,560 $247K
Cornerstone Select Advisors, LLC 0.23% Add +18.8% 3,558 $247K
Winthrop Capital Management, LLC 0.07% Add +950.7% 3,562 $247K
Provenance Wealth Advisors, LLC 0.04% Reduce -39.1% 3,557 $247K
Cobblestone Capital Advisors LLC 0.01% No change 3,556 $247K
Transcend Capital Advisors, LLC 0.02% Reduce -2.9% 3,547 $246K
Colonial Trust Advisors 0.02% Add +539.1% 3,515 $244K
Sharp Wealth Advisory, LLC 0.19% Add +20.7% 3,500 $243K
Tiemann Investment Advisors, LLC 0.11% Reduce -6.7% 3,500 $243K
MSA Advisors, LLC 0.06% No change 3,500 $243K
True North Advisors, LLC 0.04% Reduce -32.4% 3,500 $243K
FineMark National Bank & Trust 0.01% Add +34.3% 3,495 $243K
Gries Financial LLC 0.05% No change 3,490 $242K
Quattro Financial Advisors LLC 0.08% No change 3,480 $242K
Certuity, LLC 0.03% Reduce -10.3% 3,459 $240K
Hamilton Wealth, LLC 0.06% Reduce -96.5% 3,433 $238K
Novare Capital Management LLC 0.02% No change 3,424 $238K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% New 3,408 $237K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -0.4% 3,409 $237K
Northeast Investment Management 0.01% No change 3,405 $236K
Wilkinson Global Asset Management LLC 0.01% Add +13.4% 3,380 $235K
Bill Few Associates, Inc. 0.08% Add +3.1% 3,350 $233K
Horizon Investment Services, LLC 0.11% Reduce -10.0% 3,330 $231K
TFC Financial Management, Inc. 0.04% Reduce -11.4% 3,325 $231K
Xponance LLC 0.00% Add +5.0% 3,314 $230K
Kingstone Capital Partners Texas, LLC 0.19% No change 3,318 $230K
Klingman & Associates, LLC 0.01% Add +13.7% 3,302 $229K
Sierra Legacy Group 0.21% No change 3,300 $229K
Allen Wealth Management, LLC 0.16% Add +1.9% 3,290 $228K
PFW Advisors LLC 0.07% Reduce -14.3% 3,278 $228K
Laurel Wealth Advisors LLC 0.04% No change 3,255 $226K
WPG Advisers, LLC 0.21% Reduce -20.3% 3,250 $226K
D. Scott Neal, Inc. 0.13% No change 3,250 $226K
Ancora Advisors LLC 0.01% Add +15.1% 3,237 $225K
Moody National Bank Trust Division 0.02% New 3,232 $224K
GK Wealth Management LLC 0.28% Reduce -13.9% 3,205 $223K
Mosaic Family Wealth Partners, LLC 0.03% Add +8.7% 3,198 $222K
Simplicity Wealth,LLC 0.02% Reduce -42.2% 3,183 $221K
Sandy Spring Bank 0.01% No change 3,146 $218K
Evelyn Partners Investment Management LLP 0.01% Add +45.4% 3,141 $218K
GTS Securities LLC 0.01% New 3,137 $218K
Guardian Wealth Advisors, LLC / NC 0.02% Add +30.2% 3,130 $217K
Ascentis Independent Advisors 0.04% Reduce -0.5% 3,129 $217K
New Republic Capital, LLC 0.09% Reduce -16.6% 3,066 $216K
Chilton Investment Co. Inc. 0.01% Reduce -89.3% 3,111 $216K
Foster Group, Inc. 0.01% New 3,110 $216K
Magnolia Capital Advisors LLC 0.06% Add +1.9% 3,103 $215K
Stratos Wealth Advisors, LLC 0.01% Reduce -47.1% 3,096 $215K
Parvin Asset Management, LLC 0.24% Reduce -24.4% 3,095 $215K
Zacks Investment Management 0.00% Add +0.0% 3,095 $215K
Old Port Advisors 0.06% Reduce -16.7% 3,078 $214K
Avalon Trust Co 0.02% Add +0.5% 3,075 $214K
Wealth Group, Ltd. 0.14% Reduce -19.6% 3,073 $213K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +1.5% 3,064 $213K
Optimum Investment Advisors 0.10% Reduce -5.7% 3,059 $212K
RIA Advisory Group LLC 0.07% New 3,055 $212K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -0.5% 3,109 $212K
Schear Investment Advisers, LLC 0.12% Reduce -28.8% 3,044 $211K
Indie Asset Partners, LLC 0.18% Reduce -3.1% 3,032 $211K
Howard Capital Management Group, LLC 0.02% No change 3,022 $210K
James Investment Research, Inc. 0.03% Reduce -40.8% 3,013 $209K
Northstar Group, Inc. 0.04% No change 3,000 $208K
Cookson Peirce & Co. Inc. 0.01% New 3,000 $208K
Citizens Financial Group Inc. 0.00% Reduce -78.8% 2,997 $208K
Genesis Private Wealth, LLC 0.11% Add +2.0% 2,990 $208K
Kaizen Financial Strategies 0.12% New 2,982 $207K
Birchcreek Wealth Management, LLC 0.13% Reduce -33.8% 2,967 $206K
Paragon Private Wealth Management, LLC 0.10% Reduce -18.9% 2,965 $206K
First Business Financial Services, Inc. 0.02% No change 2,964 $206K
Olistico Wealth, LLC 0.13% Reduce -9.2% 2,962 $206K
Ellis Investment Partners, LLC 0.04% Reduce -3.3% 2,946 $205K
Impact Capital Partners LLC 0.07% Add +2.0% 2,945 $205K
Ironwood Investment Counsel, LLC 0.04% Add +2.1% 2,941 $204K
SeaBridge Investment Advisors LLC 0.04% No change 2,935 $204K
Tectonic Advisors LLC 0.01% Reduce -47.0% 2,917 $203K
Nicolet Advisory Services, LLC 0.02% Reduce -8.2% 3,309 $203K
Moody Aldrich Partners LLC 0.04% New 2,916 $202K
Financial Network Wealth Advisors LLC 0.27% Add +80.4% 2,912 $202K
TD Private Client Wealth LLC 0.01% Reduce -3.4% 2,911 $202K
Fort Washington Investment Advisors Inc. 0.00% Reduce -3.3% 2,911 $202K
Seldon Capital LP 0.13% No change 2,910 $202K
Wealth Architects, LLC 0.02% Reduce -0.4% 2,909 $202K
Cornerstone Advisory, LLC 0.02% New 3,044 $202K
Lifestyle Asset Management, Inc. 0.11% New 2,896 $201K
MN Wealth Advisors, LLC 0.12% Add +3.9% 2,889 $201K
Bigelow Investment Advisors, LLC 0.10% New 2,884 $200K
Beacon Financial Group 0.02% Add +6.5% 2,884 $200K
Rakuten Securities, Inc. 0.10% Add +51.3% 2,879 $200K
Sectoral Asset Management Inc. 0.15% Add +29.6% 2,850 $198K
Banque Transatlantique SA 0.01% Reduce -41.2% 2,830 $195K
Austin Private Wealth, LLC 0.02% New 2,754 $191K
Addison Advisors LLC 0.05% Add +16.8% 2,666 $185K
Wellington Shields Capital Management, LLC 0.03% Reduce -2.3% 2,550 $177K
Proffitt & Goodson Inc. 0.03% Add +12.5% 2,524 $175K
Alaska Permanent Fund Corp 0.00% No change 2,493 $166K
Asset Dedication, LLC 0.01% Add +0.5% 2,377 $165K
Harbor Investment Advisory, LLC 0.02% Add +31.9% 2,374 $165K
Centerpoint Advisors, LLC 0.06% Reduce -9.6% 2,360 $164K
Frazier Financial Advisors, LLC 0.13% Add +4.0% 2,357 $164K
Brentview Investment Management LLC 0.09% No change 2,334 $162K
Lagoda Investment Management, L.P. 0.10% No change 2,300 $160K
Parkside Financial Bank & Trust 0.02% Add +11.9% 2,296 $159K
Ceeto Capital Group, LLC 0.06% No change 2,206 $156K
Beacon Capital Management, LLC 0.02% Reduce -11.8% 2,172 $151K
Ridgewood Investments LLC 0.07% Add +221.5% 2,170 $151K
Grove Bank & Trust 0.02% Reduce -83.5% 2,164 $150K
Greykasell Wealth Strategies, Inc. 0.08% New 2,157 $150K
Stephens Consulting, LLC 0.04% Reduce -6.9% 2,136 $148K
Cary Street Partners Investment Advisory LLC 0.09% Add +105.4% 2,126 $148K
General Partner, Inc. 0.09% Add +136.4% 2,080 $144K
Centricity Wealth Management, LLC 0.13% No change 2,068 $144K
Richardson Financial Services Inc. 0.11% Reduce -0.2% 2,013 $140K
JNBA Financial Advisors 0.01% No change 1,986 $138K
TrinityBridge Ltd 0.00% Add +151.4% 1,936 $134K
Truvestments Capital LLC 0.03% Reduce -8.1% 1,927 $134K
Cloud Capital Management, LLC 0.09% — 1,904 $133K
Gables Capital Management Inc. 0.07% No change 1,900 $132K
Westside Investment Management, Inc. 0.03% Add +3.2% 1,884 $131K
GoalVest Advisory LLC 0.04% Reduce -12.0% 1,837 $128K
Golden State Wealth Management, LLC 0.02% Reduce -3.5% 1,755 $122K
Park Place Capital Corp 0.03% Add +26.1% 1,683 $117K
Costello Asset Management, INC 0.05% Reduce -90.2% 1,618 $112K
Covestor Ltd 0.07% Reduce -19.1% 1,542 $107K
N.E.W. Advisory Services LLC 0.01% New 1,528 $106K
Wellington Shields & Co., LLC 0.03% No change 1,432 $99K
Physician Wealth Advisors, Inc. 0.02% Add +77.9% 1,430 $99K
S&T Bank 0.03% No change 1,430 $99K
AllSquare Wealth Management LLC 0.06% No change 1,410 $98K
Investment Research & Advisory Group, Inc. 0.04% Add +45.1% 1,364 $95K
JFS Wealth Advisors, LLC 0.01% No change 1,305 $91K
Synergy Investment Management, LLC 0.03% Add +5.0% 1,176 $82K
Manitou Investment Management Ltd. 0.02% No change 1,159 $80K
Barrett & Company, Inc. 0.03% Reduce -7.0% 1,148 $80K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -23.7% 1,130 $79K
Arlington Trust Co LLC 0.02% No change 1,118 $78K
City State Bank 0.02% No change 1,065 $74K
Heritage Wealth Advisors 0.00% Reduce -43.2% 1,050 $73K
Colonial Trust Co / SC 0.01% Reduce -52.9% 1,036 $72K
Private Wealth Asset Management, LLC 0.01% — 1,019 $71K
Carolinas Wealth Consulting LLC 0.02% Reduce -6.8% 1,018 $71K
Future Financial Wealth Managment LLC 0.05% No change 1,000 $69K
Financial Connections Group, Inc. 0.03% No change 1,002 $69K
Winnacle Wealth LLC 0.06% No change 988 $69K
Atticus Wealth Management, LLC 0.02% No change 946 $66K
Pinnacle Bancorp, Inc. 0.02% Reduce -37.0% 942 $65K
Bogart Wealth, LLC 0.00% Add +0.4% 942 $65K
Evelyn Partners Investment Management Services Ltd 0.01% Reduce -2.1% 938 $65K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +18.2% 928 $64K
Nisa Investment Advisors, LLC 0.00% Reduce -40.0% 900 $63K
Sound Income Strategies, LLC 0.00% Add +69.6% 914 $63K
Dunhill Financial, LLC 0.03% Reduce -12.9% 907 $63K
Kennebec Savings Bank 0.07% No change 892 $62K
Hughes Financial Services, LLC 0.01% New 882 $60K
Garde Capital, Inc. 0.00% New 850 $59K
Lavaca Capital LLC 0.03% Reduce -9.5% 840 $58K
Olde Wealth Management, LLC 0.02% New 810 $57K
Fortitude Family Office, LLC 0.02% Add +156.1% 804 $56K
Guardian Wealth Management, Inc. 0.04% Reduce -23.8% 800 $56K
Missouri Trust & Investment Co 0.02% No change 800 $56K
Washington Trust Advisors, Inc. 0.00% Add +50.2% 778 $54K
Oakworth Capital, Inc. 0.00% No change 775 $54K
Transamerica Financial Advisors, LLC 0.01% Reduce -9.0% 750 $53K
Rossby Financial, LCC 0.02% Reduce -89.8% 851 $53K
MCF Advisors LLC 0.00% No change 755 $52K
Cornerstone Planning Group LLC 0.01% Add +172.5% 842 $52K
Silicon Valley Capital Partners 0.01% No change 738 $51K
Quent Capital, LLC 0.01% No change 726 $50K
Creative Financial Designs Inc. 0.00% Reduce -83.5% 713 $50K
ORG Partners LLC 0.01% Reduce -30.2% 700 $48K
Wayfinding Financial, LLC 0.02% New 657 $46K
Dogwood Wealth Management LLC 0.02% New 650 $46K
Accent Capital Management, LLC 0.03% Add +74.5% 642 $45K
Tsfg, LLC 0.01% Add +1.1% 651 $45K
Macquarie Group Ltd. 0.00% Add +533.0% 652 $45K
Trifecta Capital Advisors, LLC 0.01% Add +1.0% 616 $43K
Graney & King, LLC 0.03% No change 607 $42K
WealthCollab, LLC 0.03% Reduce -20.6% 598 $42K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 592 $41K
Granite FO LLC 0.02% No change 590 $41K
Highline Wealth Partners LLC 0.01% No change 583 $40K
Fourth Dimension Wealth, LLC 0.02% Add +20.8% 580 $40K
Halbert Hargrove Global Advisors, LLC 0.00% Add +2.2% 561 $39K
Atwood & Palmer Inc. 0.00% No change 559 $39K
Aventura Private Wealth, LLC 0.02% Reduce -33.5% 551 $38K
State of Wyoming 0.01% New 550 $38K
Caldwell Sutter Capital, Inc. 0.02% Add +75.6% 548 $38K
Financial Management Professionals, Inc. 0.00% Reduce -31.7% 548 $38K
WASHINGTON TRUST Co 0.00% Add +8.3% 545 $38K
DT Investment Partners, LLC 0.00% No change 542 $38K
Hager Investment Management Services, LLC 0.03% No change 530 $37K
Binnacle Investments Inc 0.03% — 526 $37K
Catalyst Capital Advisors LLC 0.00% Reduce -91.0% 525 $36K
CX Institutional 0.00% New 522 $36K
Chelsea Counsel Co. 0.02% No change 500 $35K
Glass Jacobson Investment Advisors llc 0.01% No change 410 $35K
Hoese & Co LLP 0.03% No change 500 $35K
Dagco, Inc. 0.01% New 500 $35K
Spirit of America Management Corp. 0.01% New 500 $35K
POM Investment Strategies, LLC 0.04% No change 494 $34K
Indiana Trust & Investment Management Co 0.01% No change 491 $34K
Plante Moran Financial Advisors, LLC 0.00% Reduce -21.1% 490 $34K
Tortoise Investment Management, LLC 0.00% No change 489 $34K
Medallion Wealth Advisors, LLC 0.02% Add +54.4% 488 $33K
Disciplina Capital Management LLC 0.00% Add +162.3% 480 $33K
Red Tortoise LLC 0.02% Reduce -34.4% 476 $33K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +46.1% 475 $33K
Salomon & Ludwin, LLC 0.00% Reduce -4.6% 460 $32K
FWL Investment Management, LLC 0.01% No change 457 $32K
Kozak & Associates, Inc. 0.01% No change 480 $32K
Kelly Lawrence W & Associates Inc. 0.01% No change 450 $31K
GW&K Investment Management, LLC 0.00% Reduce -35.1% 442 $31K
Armstrong Advisory Group, Inc. 0.00% No change 360 $31K
Roble, Belko & Company, Inc 0.00% No change 433 $30K
Hartford Financial Management Inc. 0.01% No change 432 $30K
Stone House Investment Management, LLC 0.01% New 432 $30K
Ameritas Investment Partners, Inc. 0.00% No change 422 $29K
Pin Oak Investment Advisors Inc. 0.02% No change 439 $29K
Capital Analysts, LLC 0.00% Reduce -19.8% 404 $28K
Cypress Capital Management LLC (WY) 0.03% Reduce -27.3% 400 $28K
Copeland Capital Management, LLC 0.00% Add +184.8% 393 $27K
North Capital, Inc. 0.03% — 392 $27K
Transce3nd, LLC 0.01% No change 389 $27K
Prestige Wealth Management Group LLC 0.01% No change 379 $27K
Bell Investment Advisors, Inc 0.00% Add +15.8% 374 $26K
Albion Financial Group 0.00% Reduce -30.4% 353 $25K
Raffa Wealth Management, LLC 0.01% Reduce -13.5% 353 $25K
First Command Advisory Services, Inc. 0.00% Add +1362.5% 351 $24K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 350 $24K
IAG Wealth Partners, LLC 0.00% No change 326 $23K
Park Square Financial Group, LLC 0.02% Reduce -8.6% 309 $21K
Valued Wealth Advisors LLC 0.01% No change 301 $21K
Johnson Financial Group, Inc. 0.00% No change 300 $21K
Kathleen S. Wright Associates Inc. 0.01% No change 302 $21K
Ascentis Wealth Management, LLC 0.01% Reduce -79.6% 308 $21K
Citizens National Bank Trust Department 0.00% No change 300 $21K
Stonebridge Financial Group, LLC 0.00% Add +471.1% 297 $21K
Sachetta, LLC 0.01% No change 286 $20K
CNB Bank 0.01% No change 280 $19K
Pacific Center for Financial Services 0.01% No change 270 $19K
Atlas Capital Advisors Inc. 0.00% Reduce -95.5% 268 $19K
MPWM Advisory Solutions, LLC 0.01% No change 260 $18K
Bank & Trust Co 0.01% Add +59.6% 257 $18K
Strengthening Families & Communities, LLC 0.01% New 124 $18K
Evermay Wealth Management LLC 0.00% No change 250 $18K
Capital A Wealth Management, LLC 0.02% No change 253 $18K
Crowley Wealth Management, Inc. 0.02% No change 250 $17K
Innovative Advisory Group, LLC 0.02% No change 250 $17K
Piscataqua Savings Bank 0.02% No change 250 $17K
NFSG Corp 0.00% Reduce -54.9% 247 $17K
Abound Wealth Management 0.01% Reduce -5.1% 241 $17K
Pingora Partners LLC 0.01% Add +26.3% 240 $17K
Vermillion & White Wealth Management Group, LLC 0.01% No change 236 $16K
Bruce G. Allen Investments, LLC 0.01% Reduce -2.5% 230 $16K
CVA Family Office, LLC 0.00% No change 230 $16K
Runnymede Capital Advisors, Inc. 0.01% No change 225 $16K
PSI Advisors, LLC 0.01% No change 225 $16K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 224 $16K
Hemington Wealth Management 0.00% No change 218 $15K
2UniFi Bank 0.01% No change 160 $15K
TD Capital Management LLC 0.00% No change 208 $14K
Global Wealth Strategies & Associates 0.00% Reduce -29.1% 205 $14K
Operose Advisors LLC 0.00% No change 203 $14K
Berbice Capital Management LLC 0.01% New 200 $14K
Redwood Park Advisors LLC 0.01% No change 200 $14K
McIlrath & Eck, LLC 0.00% No change 200 $14K
BNP Paribas 0.00% New 200 $14K
Edmond DE Rothschild Holding S.A. 0.00% No change 200 $14K
SOA Wealth Advisors, LLC. 0.00% Add +23.1% 197 $14K
YANKCOM Partnership 0.01% New 190 $13K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +33.3% 184 $13K
Baillie Gifford & Co. 0.00% Add +232.1% 176 $12K
1620 Investment Advisors, Inc. 0.01% Add +30.5% 171 $12K
Atala Financial Inc 0.01% No change 171 $12K
LFA - Lugano Financial Advisors SA 0.01% New 170 $12K
Center for Financial Planning, Inc. 0.00% Reduce -42.0% 170 $12K
Tacita Capital Inc 0.01% No change 169 $12K
Global Financial Private Client, LLC 0.00% No change 168 $12K
Blume Capital Management, Inc. 0.00% Add +118.7% 164 $11K
NewSquare Capital LLC 0.00% Add +37.3% 162 $11K
Hurley Capital, LLC 0.01% No change 160 $11K
Wood Tarver Financial Group, LLC 0.00% Add +378.8% 158 $11K
Chesapeake Asset Management LLC 0.01% No change 156 $11K
SJS Investment Consulting Inc. 0.00% Add +2.7% 154 $11K
Accredited Wealth Management, LLC 0.01% Add +200.0% 150 $11K
1 North Wealth Services LLC 0.00% New 150 $10K
Tidemark, LLC 0.00% No change 150 $10K
Godsey & Gibb, Inc. 0.00% No change 133 $9K
BankPlus Trust Department 0.00% Reduce -51.1% 132 $9K
Summerhill Capital Management lnc. 0.01% New 130 $9K
First PREMIER Bank 0.00% Reduce -29.8% 134 $9K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 122 $8K
Cape Investment Advisory, Inc. 0.00% No change 122 $8K
Richards, Merrill & Peterson, Inc. 0.00% Reduce -69.3% 120 $8K
Riggs Asset Managment Co. Inc. 0.00% Reduce -99.7% 117 $8K
Compass Planning Associates Inc 0.01% No change 115 $8K
Newton One Investments LLC 0.00% No change 115 $8K
Financial Freedom, LLC 0.00% No change 115 $8K
Mark Sheptoff Financial Planning, LLC 0.00% Add +769.2% 113 $8K
Legacy Wealth Managment, LLC 0.01% No change 109 $8K
ESL Trust Services, LLC 0.00% No change 107 $7K
First United Bank & Trust 0.00% No change 105 $7K
Wolff Wiese Magana LLC 0.00% Reduce -96.6% 104 $7K
Archer Investment Corp 0.00% No change 102 $7K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -45.0% 100 $7K
Game Plan Financial Advisors, LLC 0.00% No change 100 $7K
Gold Investment Management Ltd. 0.00% No change 100 $7K
Beaird Harris Wealth Management, LLC 0.00% Reduce -37.9% 100 $7K
JDM Financial Group LLC 0.00% No change 95 $7K
True Wealth Design, LLC 0.00% Reduce -36.7% 95 $7K
HHM Wealth Advisors, LLC 0.00% Add +2.2% 92 $6K
Inlight Wealth Management, LLC 0.00% New 90 $6K
Riverview Trust Co 0.01% No change 84 $6K
Western Pacific Wealth Management, LP 0.01% No change 80 $6K
Iron Horse Wealth Management, LLC 0.00% Add +14.3% 80 $6K
Retirement Wealth Solutions LLC 0.00% No change 78 $5K
Hopwood Financial Services, Inc. 0.00% No change 78 $5K
West Branch Capital LLC 0.00% No change 78 $5K
Cedar Mountain Advisors, LLC 0.00% Reduce -6.1% 77 $5K
Horrell Capital Management, Inc. 0.00% Add +7.1% 75 $5K
Cherry Tree Wealth Management, LLC 0.00% Add +360.0% 69 $5K
Barnes Dennig Private Wealth Management LLC 0.01% — 68 $5K
Hoey Investments, Inc. 0.00% Reduce -88.0% 68 $5K
Country Trust Bank 0.00% Add +76.3% 67 $5K
DecisionPoint Financial, LLC 0.00% No change 66 $5K
CGC Financial Services, LLC 0.00% No change 65 $5K
HighMark Wealth Management LLC 0.00% Add +8.9% 61 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 60 $4K
Delta Asset Management LLC 0.00% No change 60 $4K
New Millennium Group LLC 0.00% No change 46 $3K
Slocum, Gordon & Co LLP 0.00% New 44 $3K
Bare Financial Services, Inc 0.00% New 41 $3K
Robinswood Financial LLC 0.00% Reduce -26.8% 41 $3K
Flaharty Asset Management, LLC 0.00% New 40 $3K
ROSS\JOHNSON & Associates LLC 0.05% New 38 $3K
St. Johns Investment Management Company, LLC 0.00% No change 38 $3K
Cheviot Value Management, LLC 0.00% New 38 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 33 $2K
Nvwm, LLC 0.00% Reduce -91.1% 31 $2K
Belmont Capital, LLC 0.00% New 30 $2K
Clear Investment Research, LLC 0.00% No change 29 $2K
CKW Financial Group 0.00% No change 30 $2K
Trivant Custom Portfolio Group, LLC 0.00% No change 27 $2K
Rogco, LP 0.00% No change 25 $2K
Aspect Partners, LLC 0.00% Add +380.0% 24 $2K
Pacifica Partners Inc. 0.00% New 24 $2K
Richard W. Paul & Associates, LLC 0.00% Reduce -85.7% 20 $1K
MV Capital Management, Inc. 0.00% No change 20 $1K
Concord Wealth Partners 0.00% Reduce -76.3% 19 $1K
Winch Advisory Services, LLC 0.00% No change 18 $1K
West Oak Capital, LLC 0.00% Add +33.3% 16 $1K
Kestra Investment Management, LLC 0.00% Reduce -98.8% 13 $903
Nova Wealth Management, Inc. 0.00% New 12 $833
Gould Capital, LLC 0.00% No change 11 $764
Strategic Investment Solutions, Inc. 0.00% Reduce -96.5% 11 $764
Wealth Preservation Advisors, LLC 0.00% — 10 $694
Berkshire Capital Holdings Inc. 0.00% No change 10 $694
Fiduciary Advisors, Inc. 0.00% No change 8 $556
Horizon Financial Services, LLC 0.00% No change 8 $556
PFS Partners, LLC 0.00% No change 4 $278
Proathlete Wealth Management LLC 0.00% New 4 $277
Safe Harbor Fiduciary, LLC 0.00% No change 2 $139
FreeGulliver LLC 0.00% Reduce -99.3% 1 $69
Curio Wealth, LLC 0.00% New 1 $68

"% 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.