Novo-Nordisk A/S-Spons ADRNVO

13F holders, Q2 2025 (June 30)
1,483holders −48
112new positions
159sold out
11famous investors
$68.99avg. 13F price*

At the end of Q2 2025, 1,483 institutions reported holding Novo-Nordisk A/S-Spons ADR (NVO) in their 13F filings, down 48 from Q1 2025. 112 opened new positions and 159 sold out. The largest holders were Jennison Associates LLC ($1.3B), Bank of America Corp. ($1.0B) and Morgan Stanley ($985.9M). 11 famous investors held it, including Tom Gayner (1.3% of Markel Group's portfolio), Jim Simons / Peter Brown (0.5% of Renaissance Technologies's portfolio) and Ken Fisher (0.3% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions112$298.1M
Exits159$855.2M

All 13F filers, Q1 2025 → Q2 2025: 30,845,002 shares bought and 46,218,642 shares sold, net −15,373,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,483 holders

Jennison Associates LLC 0.77% Add +0.3% 18,885,343 $1.3B
Bank of America Corp. 0.08% Reduce -0.5% 14,721,478 $1.0B
Morgan Stanley 0.06% Add +15.9% 14,284,790 $985.9M
FMR LLC 0.05% Add +44.7% 13,941,160 $962.2M
Loomis Sayles & Co. L P 1.09% Add +1.5% 12,576,031 $868.0M
Capital International Investors 0.14% Add +22.2% 11,621,232 $800.1M
Fisher Asset Management 0.30% Reduce -7.3% 11,000,916 $759.3M
Fayez Sarofim & Co 1.74% Reduce -6.3% 10,503,662 $725.0M
Folketrygdfondet 15.53% Add +6.0% 10,094,543 $696.7M
Clearbridge Investments, LLC 0.46% Add +23.9% 8,222,673 $567.5M
Everett Harris & Co. 5.68% Reduce -0.2% 6,394,182 $441.3M
T. Rowe Price Associates Inc. 0.05% Add +16.5% 6,203,264 $428.1M
Sustainable Growth Advisers, LP 2.21% Add +11.7% 6,192,636 $427.4M
State Farm Mutual Automobile Insurance Co. 0.37% No change 6,142,778 $424.0M
State Street Corp. 0.02% Add +0.8% 6,047,683 $418.2M
Royal Bank of Canada 0.07% Reduce -6.6% 5,088,294 $351.2M
Renaissance Technologies 0.45% Reduce -27.6% 4,936,796 $340.7M
Goldman Sachs Group Inc. 0.05% Reduce -7.9% 4,590,542 $316.8M
Northern Trust Corp. 0.04% Reduce -3.7% 4,421,486 $305.2M
BlackRock, Inc. 0.01% Add +1.9% 4,358,209 $300.8M
Envestnet Asset Management Inc. 0.08% Reduce -6.8% 4,185,690 $288.9M
Wells Fargo & Company 0.06% Add +10.0% 4,171,623 $287.9M
Raymond James Financial Inc. 0.08% Reduce -9.3% 3,369,687 $232.6M
JPMorgan Chase & Co. 0.02% Reduce -39.5% 3,324,798 $229.5M
Natixis Advisors, LLC 0.31% Reduce -2.8% 2,833,071 $195.5M
WCM Investment Management, LLC 0.41% Reduce -36.3% 2,634,705 $180.5M
Bank of Montreal 0.09% Add +101.4% 2,475,300 $170.8M
Markel Group 1.32% Add +5.0% 2,258,588 $155.9M
Two Sigma Investments, LP 0.29% Reduce -29.6% 2,216,950 $153.0M
Saturna Capital Corp. 1.98% Reduce -1.0% 2,123,692 $146.6M
Nuveen, LLC 0.04% Reduce -60.7% 2,095,758 $144.6M
UBS Group AG 0.03% Add +29.6% 1,857,047 $128.2M
DSM Capital Partners LLC 1.80% Reduce -14.4% 1,760,978 $121.5M
DAVENPORT & Co LLC 0.65% Add +0.7% 1,707,030 $117.6M
Magellan Asset Management Ltd 1.32% Reduce -35.6% 1,678,195 $115.8M
Ameriprise Financial Inc. 0.03% Add +11.6% 1,609,480 $110.0M
Balyasny Asset Management L.P. 0.24% Add +399.3% 1,534,751 $105.9M
Saratoga Research & Investment Management 5.59% Add +4.0% 1,512,677 $104.4M
LPL Financial LLC 0.03% Add +7.8% 1,486,419 $102.6M
Baird Financial Group, Inc. 0.18% Add +42.6% 1,476,673 $101.9M
Dimensional Fund Advisors LP 0.02% Reduce -0.4% 1,474,022 $101.7M
Susquehanna International Group, LLP 0.15% Reduce -0.6% 1,406,758 $97.1M
Two Sigma Advisers, LP 0.20% Reduce -71.3% 1,391,700 $96.1M
Tiger Global Management 0.26% No change 1,269,000 $87.6M
Lazard Asset Management LLC 0.13% Add +2.1% 1,264,182 $87.3M
Citigroup Inc. 0.06% Reduce -7.7% 1,150,970 $79.4M
Stifel Financial Corp. 0.08% Reduce -3.4% 1,146,949 $79.2M
Victory Capital Management Inc. 0.05% Add +1743.5% 1,119,929 $78.0M
Corient Private Wealth LP 0.10% Reduce -6.5% 1,051,405 $72.6M
Parnassus Investments, LLC 0.16% Add +9.2% 1,011,546 $69.8M
Mirae Asset Global Investments Co., Ltd. 0.24% Reduce -36.9% 1,006,406 $69.5M
Cerity Partners LLC 0.10% Reduce -8.0% 854,222 $58.0M
Thornburg Investment Management Inc. 0.73% Add +14.6% 822,677 $56.8M
Bank of New York Mellon Corp 0.01% Reduce -4.1% 805,567 $55.6M
Jane Street Group, LLC 0.09% Add +8.4% 759,288 $52.4M
American Century Companies Inc. 0.03% Reduce -27.5% 740,655 $51.1M
Van Eck Associates Corp. 0.05% Add +49.4% 668,595 $46.1M
Truist Financial Corp. 0.07% Add +1.0% 661,648 $45.7M
Cibc World Market Inc. 0.10% Add +1.3% 654,063 $45.1M
Barclays PLC 0.02% Add +48.3% 628,855 $43.4M
Focus Partners Wealth 0.09% Add +33.3% 604,553 $41.7M
BNP Paribas Financial Markets 0.03% Reduce -44.8% 589,754 $40.7M
United Capital Financial Advisors, LLC 0.31% Reduce -4.1% 552,601 $38.1M
Rockefeller Capital Management L.P. 0.08% Reduce -18.4% 537,734 $37.1M
PNC Financial Services Group, Inc. 0.02% Add +0.2% 526,234 $36.3M
National Bank of Canada 0.04% Add +39.2% 506,146 $35.0M
Oppenheimer Asset Management Inc. 0.39% Add +4.9% 493,724 $34.1M
Nichols & Pratt Advisers LLP 2.28% Add +2.2% 492,056 $34.0M
Commonwealth Equity Services, LLC 0.04% Add +25.3% 475,027 $32.8M
Brown Brothers Harriman & Co. 0.20% Add +0.8% 457,186 $31.6M
Vantage Investment Partners, LLC 2.28% Reduce -1.2% 454,124 $31.3M
Jia Investment Alliance Pte. LTD. 3.12% No change 426,700 $29.5M
Invesco Ltd. 0.00% Add +26.3% 419,691 $29.0M
Sei Investments Co. 0.03% Reduce -8.0% 414,769 $28.6M
Traynor Capital Management, Inc. 1.98% Add +12.4% 399,299 $27.9M
Citadel Advisors 0.02% Reduce -76.9% 396,472 $27.4M
Obermeyer Wealth Partners 1.35% Add +188.8% 393,332 $27.1M
MayTech Global Investments, LLC 2.76% Add +5.9% 410,241 $26.7M
Mariner, LLC 0.04% Add +2.0% 378,667 $26.1M
Prospera Financial Services Inc 0.49% Add +267.4% 378,006 $26.1M
Warther Private Wealth, LLC 6.83% Add +48.5% 377,732 $26.1M
Optiver Holding B.V. 0.70% Add +292.2% 376,802 $26.0M
Holocene Advisors, LP 0.06% New 373,010 $25.7M
Creative Planning 0.02% Add +23.9% 372,131 $25.7M
Osaic Holdings, Inc. 0.05% Add +44.0% 371,330 $25.7M
Nomura Holdings Inc. 0.21% Add +81.3% 367,826 $25.4M
Academy Capital Management 3.61% Reduce -0.4% 366,249 $25.3M
Modera Wealth Management, LLC 0.31% Add +1.7% 365,751 $25.2M
Reynders McVeigh Capital Management, LLC 1.25% New 363,889 $25.1M
HighTower Advisors, LLC 0.03% Add +8.5% 361,696 $25.0M
Causeway Capital Management LLC 0.39% New 353,884 $24.4M
Federation des caisses Desjardins du Quebec 0.11% Add +222.4% 350,975 $24.2M
HM Payson & Co. 0.38% Add +4849.9% 348,521 $24.1M
CIBC Private Wealth Group LLC 0.04% Add +4.0% 345,067 $23.8M
HSBC Holdings PLC 0.01% Add +21.4% 338,245 $23.2M
Acadian Asset Management LLC 0.05% Reduce -67.9% 335,587 $23.1M
Franklin Resources Inc. 0.01% Reduce -32.9% 325,922 $22.5M
Leonteq Securities AG 1.30% Add +169.1% 320,180 $22.1M
Clark Capital Management Group, Inc. 0.15% Reduce -0.1% 318,851 $22.0M
Charles Schwab Investment Management Inc. 0.00% Add +20.4% 314,627 $21.7M
Penbrook Management LLC 16.16% No change 311,400 $21.5M
Alta Capital Management LLC/ 1.21% Add +6.6% 307,717 $21.2M
Simplex Trading, LLC 0.57% Add +27.7% 305,237 $21.1M
Dillon & Associates Inc. 2.85% Add +3.0% 303,883 $21.0M
US Bancorp \de 0.03% Reduce -11.5% 299,466 $20.7M
Carnegie Investment Counsel 0.40% Add +6.3% 289,509 $20.0M
Group One Trading LLC 0.64% Reduce -7.5% 282,591 $19.5M
O'shaughnessy Asset Management, LLC 0.13% Add +2.7% 281,593 $19.4M
Pathstone Holdings, LLC 0.08% Reduce -17.6% 280,159 $19.3M
IMC-Chicago, LLC 0.48% Reduce -11.4% 278,543 $19.2M
Martin Investment Management, LLC 4.90% Reduce -4.2% 276,747 $19.1M
Clifford Swan Investment Counsel LLC 0.67% Add +44.3% 273,715 $18.9M
Menora Mivtachim Holdings LTD. 0.11% No change 270,168 $18.6M
AXA S.A. 0.05% Add +94.8% 267,933 $18.5M
Cetera Investment Advisers 0.03% Reduce -9.8% 267,714 $18.5M
Sanctuary Advisors, LLC 0.11% Reduce -11.1% 267,019 $18.4M
Dividend Assets Capital, LLC 3.29% Reduce -1.4% 262,362 $18.1M
Wellington Management Group LLP 0.00% Reduce -74.5% 260,619 $18.0M
Orion Porfolio Solutions, LLC 0.15% Reduce -6.2% 260,123 $18.0M
Freestone Grove Partners LP 0.13% New 256,224 $17.7M
Aberdeen Group plc 0.03% Reduce -8.8% 256,040 $17.7M
MML Investors Services, LLC 0.05% Reduce -12.0% 247,861 $17.1M
Quantinno Capital Management LP 0.07% Add +3.5% 245,440 $16.9M
Twin Tree Management, LP 0.43% Reduce -15.2% 245,148 $16.9M
Foresight Global Investors, Inc. 11.87% New 242,166 $16.7M
Rwa Wealth Partners, LLC 0.21% Add +173.2% 242,060 $16.7M
Barlow Wealth Partners, LLC 1.98% New 236,999 $16.5M
QRG Capital Management, Inc. 0.14% Add +0.6% 232,716 $16.1M
Altrafin AG 5.33% Add +21.1% 228,399 $15.8M
Tiaa Trust, National Association 0.04% Add +1886.3% 227,375 $15.7M
Cim, LLC 2.10% Add +2.4% 225,598 $15.6M
JLB & Associates Inc. 2.10% Reduce -0.5% 218,198 $15.1M
Guardian Capital LP 0.53% Add +2.8% 217,665 $15.0M
Assetmark, Inc. 0.04% Reduce -49.1% 217,499 $15.0M
Capital World Investors 0.00% Add +3.8% 215,686 $14.8M
Choate Investment Advisors 0.32% Add +18.1% 213,786 $14.8M
Silvercrest Asset Management Group LLC 0.10% Reduce -3.6% 213,370 $14.7M
Lido Advisors, LLC 0.08% Reduce -1.6% 208,432 $14.4M
Cambridge Investment Research Advisors, Inc. 0.04% Add +29.4% 207,969 $14.4M
Walter Public Investments Inc. 2.42% Reduce -1.2% 207,409 $14.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -10.6% 203,983 $14.1M
Manning & Napier Advisors LLC 0.17% New 204,174 $14.1M
Hutchinson Capital Management 2.53% Add +7.5% 200,817 $13.9M
Smith Chas P & Associates Pa Cpas 0.77% Add +143.6% 197,466 $13.6M
Beacon Investment Advisory Services, Inc. 0.59% Reduce -27.7% 193,163 $13.3M
Scotia Capital Inc. 0.06% Reduce -9.8% 191,347 $13.2M
Trillium Asset Management, LLC 0.35% Reduce -4.3% 190,963 $13.2M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -53.9% 186,142 $12.8M
Atria Investments, Inc 0.15% Add +1.4% 183,911 $12.7M
Baldwin Wealth Partners LLC 0.85% Add +6.8% 181,125 $12.5M
Marex Group Ltd 0.24% Add +150.8% 181,066 $12.5M
Neuberger Berman Group LLC 0.01% Reduce -0.1% 179,566 $12.4M
Polen Capital Management LLC 0.04% Reduce -82.2% 178,669 $12.3M
Oppenheimer & Co. Inc. 0.16% Add +35.5% 175,522 $12.1M
Wesbanco Bank Inc. 0.36% Reduce -2.3% 173,685 $12.0M
Evergreen Capital Management LLC 0.36% Add +13.2% 171,348 $11.8M
Northstar Asset Management Inc. 3.23% Add +14.3% 169,557 $11.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% New 169,355 $11.7M
Mercer Global Advisors Inc. 0.03% Reduce -1.3% 168,903 $11.7M
Massachusetts Financial Services Co. 0.00% Add +18.4% 166,973 $11.5M
Atwater Malick LLC 3.62% Add +1.1% 165,605 $11.4M
Eldred Rock Partners, LLC 3.47% Add +72.0% 165,219 $11.4M
Russell Investments Group, Ltd. 0.01% Reduce -27.5% 162,711 $11.2M
Alliancebernstein L.P. 0.00% Add +617.4% 162,634 $11.2M
Stephens Inc. 0.15% Add +1.8% 150,409 $11.1M
Segment Wealth Management, LLC 0.70% Add +2.4% 160,668 $11.1M
Captrust Financial Advisors 0.02% Reduce -14.9% 160,641 $11.1M
Generate Investment Management Ltd 0.61% Add +301.7% 160,539 $11.1M
Parkwood LLC 1.01% Reduce -65.5% 159,438 $11.0M
Level Four Advisory Services, LLC 0.41% Add +18.1% 159,384 $11.0M
Janney Montgomery Scott LLC 0.03% Add +1.1% 156,117 $10.8M
Kornitzer Capital Management Inc. 0.22% Add +0.1% 156,083 $10.8M
Meritage Portfolio Management 0.67% Reduce -21.2% 152,650 $10.5M
HRT Financial LP 0.05% Add +154.7% 151,706 $10.5M
Mediolanum International Funds Ltd 0.12% New 151,856 $10.4M
Capstone Investment Advisors, LLC 0.11% New 150,000 $10.4M
Vanguard Personalized Indexing Management, LLC 0.12% Add +17.4% 149,916 $10.3M
Hardman Johnston Global Advisors LLC 0.46% Add +33.0% 149,855 $10.3M
Banco Santander, S.A. 0.10% Add +15.4% 148,154 $10.2M
Deutsche Bank AG 0.00% Reduce -2.5% 146,792 $10.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.98% Add +3.7% 144,148 $9.9M
Tower Research Capital LLC (TRC) 0.27% Add +1544.8% 143,241 $9.9M
Janney Capital Management LLC 0.64% New 143,089 $9.9M
Fiduciary Trust Co 0.12% Reduce -14.5% 142,887 $9.9M
Lhm, Inc. 3.24% Add +2.2% 141,487 $9.8M
Oak Family Advisors, LLC 3.53% Add +63.7% 141,380 $9.8M
Vontobel Holding Ltd. 0.03% Reduce -33.1% 140,743 $9.7M
Cabot Wealth Management Inc. 1.16% Add +7.6% 140,721 $9.7M
Archon Partners LLC 1.11% Add +55.6% 140,000 $9.7M
Birch Capital Management, LLC 4.90% Add +2.0% 138,758 $9.6M
Steward Partners Investment Advisory, LLC 0.07% Add +86.2% 138,214 $9.5M
Glenmede Investment Management, LP 0.05% — 137,990 $9.5M
RPG Investment Advisory, LLC 1.16% Reduce -27.1% 134,912 $9.3M
Jones Financial Companies LLLP 0.01% Add +25.1% 135,868 $9.3M
Guardian Partners Inc. 0.82% Add +1.4% 130,552 $9.1M
Hikari Power Ltd 0.75% No change 130,300 $9.0M
Palisade Capital Management, LP 0.29% Reduce -36.0% 128,515 $8.9M
F/m Investments LLC 0.32% Reduce -0.4% 128,462 $8.9M
Knuff & Co LLC 2.78% Add +52.5% 127,919 $8.8M
Kestra Advisory Services, LLC 0.04% Reduce -19.1% 126,696 $8.7M
QV Investors Inc. 0.85% Add +1539.1% 126,114 $8.7M
Value Partners Investments Inc. 0.68% Add +39.1% 125,959 $8.7M
AQR Capital Management 0.01% Add +102.0% 125,450 $8.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.24% Add +17.2% 125,356 $8.7M
Foresight Group Ltd Liability Partnership 1.23% New 124,919 $8.6M
Talbot Financial, LLC 0.82% Add +22.7% 124,973 $8.6M
Hemenway Trust Co LLC 0.66% Add +96.1% 123,728 $8.5M
Marietta Investment Partners LLC 1.84% Reduce -7.1% 121,959 $8.4M
Busey Bank 0.26% Add +4.4% 121,639 $8.4M
Quadrant Capital Group LLC 0.30% Add +11.7% 120,458 $8.3M
New York State Common Retirement Fund 0.01% Add +107.6% 120,294 $8.3M
Choreo, LLC 0.11% Reduce -3.6% 118,601 $8.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.07% Reduce -2.3% 118,240 $8.2M
Cullen/Frost Bankers, Inc. 0.10% Add +0.9% 117,889 $8.1M
Bfsg, LLC 0.91% Add +1.7% 117,450 $8.1M
Headinvest, LLC 1.72% Add +2.6% 116,989 $8.1M
Euro Pacific Asset Management, LLC 1.29% Add +28.0% 115,430 $8.0M
Brown Advisory Inc. 0.01% Reduce -0.3% 114,157 $7.9M
Calamos Advisors LLC 0.05% Reduce -0.3% 111,627 $7.7M
NewEdge Advisors, LLC 0.04% Reduce -74.6% 109,954 $7.6M
Lynch Asset Management, Inc. 2.65% Add +0.6% 108,700 $7.5M
Callan Family Office, LLC 0.24% Add +224.4% 108,592 $7.5M
SG Americas Securities, LLC 0.03% Reduce -4.8% 108,251 $7.5M
Cwm, LLC 0.03% Add +37.1% 107,998 $7.5M
Harbour Trust & Investment Management Co 0.81% Reduce -1.0% 106,227 $7.3M
Sphera Funds Management LTD. 1.91% Reduce -10.5% 105,677 $7.3M
Eagle Global Advisors LLC 0.29% Reduce -1.0% 105,308 $7.3M
Borer Denton & Associates, Inc. 2.51% Reduce -3.1% 104,941 $7.2M
Bridger Management, LLC 4.25% Reduce -14.2% 104,386 $7.2M
Sfmg, LLC 0.54% New 103,415 $7.1M
Farther Finance Advisors, LLC 0.14% Add +48.7% 103,138 $7.1M
PEAK6 LLC 0.24% Reduce -60.5% 101,570 $7.0M
Ritholtz Wealth Management 0.15% Reduce -3.2% 101,017 $7.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.5% 100,878 $7.0M
&partners 0.05% Reduce -23.6% 100,530 $6.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -10.5% 100,215 $6.9M
Sivik Global Healthcare LLC 3.09% Add +42.9% 100,000 $6.9M
Summit Securities Group LLC 2.42% New 97,762 $6.7M
Norden Group LLC 0.72% Add +216.3% 96,332 $6.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -3.4% 94,552 $6.6M
Stansberry Asset Management, LLC 0.76% Add +0.1% 94,778 $6.5M
NorthCoast Asset Management LLC 0.03% Add +26.8% 94,033 $6.5M
Trexquant Investment LP 0.07% Reduce -75.2% 93,598 $6.5M
Lester Murray Antman dba SimplyRich 1.78% Add +6.7% 92,403 $6.4M
Laird Norton Wetherby Wealth Management, LLC 0.28% — 91,959 $6.3M
Smithbridge Asset Management Inc. 1.11% Add +3.5% 91,634 $6.3M
Biondo Investment Advisors, LLC 0.83% New 91,550 $6.3M
Ethic Inc. 0.11% Reduce -44.2% 92,144 $6.3M
ARS Investment Partners, LLC 0.46% New 90,761 $6.3M
Eastern Bank 0.12% No change 89,731 $6.2M
Stratos Investment Management, LLC 0.28% Add +6.3% 89,369 $6.2M
Avantax Advisory Services, Inc. 0.03% Reduce -3.9% 89,178 $6.2M
CIBC Asset Management Inc 0.02% Add +24.1% 89,883 $6.1M
Exchange Traded Concepts, LLC 0.08% Add +29.6% 87,953 $6.1M
Wedbush Securities Inc. 0.21% Add +6.8% 86,388 $6.0M
NFJ Investment Group, LLC 0.21% Reduce -8.5% 85,988 $5.9M
Park Avenue Securities LLC 0.05% New 85,970 $5.9M
Private Advisor Group, LLC 0.03% Add +19.8% 85,898 $5.9M
Lind Value II ApS 2.56% Add +451.0% 84,225 $5.8M
Greenfield Seitz Capital Management, LLC 2.05% Add +6.8% 84,012 $5.8M
RKL Wealth Management LLC 0.51% Add +0.7% 83,955 $5.8M
Stamos Capital Partners, L.P. 1.04% Add +158.5% 83,778 $5.8M
Boston Common Asset Management, LLC 0.16% Reduce -2.8% 83,752 $5.8M
Heirloom Wealth Management 1.51% Add +0.3% 83,097 $5.7M
M&T Bank Corp 0.02% Reduce -67.1% 82,638 $5.7M
Harbour Investment Management LLC 2.46% Reduce -1.2% 82,461 $5.7M
Whittier Trust Co. of Nevada Inc. 0.13% Add +3.2% 81,517 $5.6M
Evelyn Partners Asset Management Ltd 1.41% Add +2.4% 80,622 $5.6M
Venture Visionary Partners LLC 0.21% Add +31.1% 80,609 $5.6M
Capital International, Inc. 0.05% Add +40.3% 80,150 $5.5M
St Germain D J Co. Inc. 0.24% Add +0.1% 79,785 $5.5M
Hantz Financial Services, Inc. 0.09% Reduce -17.9% 79,542 $5.5M
Pittenger & Anderson Inc. 0.20% Add +40.0% 78,863 $5.4M
XXEC, Inc. 4.34% Add +38.5% 78,185 $5.4M
M. Kulyk & Associates, LLC 1.16% Add +17.3% 77,322 $5.3M
Motley Fool Wealth Management, LLC 0.32% Reduce -14.7% 76,618 $5.3M
Martin Capital Partners, LLC 2.07% Add +261.5% 76,448 $5.3M
Signaturefd, LLC 0.09% Add +6.9% 75,981 $5.2M
Zevin Asset Management LLC 0.75% Reduce -10.6% 75,740 $5.2M
Peapack Gladstone Financial Corp. 0.07% Add +159.8% 75,649 $5.2M
Ipswich Investment Management Co., Inc. 1.25% Add +4.4% 75,012 $5.2M
Empowered Funds, LLC 0.06% Add +62.9% 74,083 $5.1M
Pictet North America Advisors SA 0.51% Add +1.9% 73,549 $5.1M
Prime Capital Investment Advisors, LLC 0.07% Add +12.3% 73,219 $5.1M
Nilsine Partners, LLC 0.51% Reduce -1.3% 72,917 $5.0M
Wendell David Associates Inc. 0.51% Reduce -5.2% 72,802 $5.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +5.2% 72,577 $5.0M
Beutel, Goodman & Co Ltd. 0.03% Reduce -8.4% 72,518 $5.0M
Van Hulzen Asset Management, LLC 0.42% Add +0.1% 72,270 $5.0M
JARISLOWSKY, FRASER Ltd 0.03% Reduce -10.6% 71,840 $5.0M
Solidarity Wealth, LLC 1.15% Add +521.1% 71,435 $4.9M
Bard Financial Services, Inc. 0.58% Reduce -14.4% 69,970 $4.8M
Stokes Capital Advisors, LLC 1.18% Add +11.4% 69,729 $4.8M
Walleye Trading LLC 0.12% Reduce -59.5% 69,475 $4.8M
KMG Fiduciary Partners, LLC 0.36% New 69,441 $4.8M
Janus Henderson Group PLC 0.00% Reduce -82.5% 67,379 $4.7M
W1M Asset Management Ltd 0.35% Reduce -45.0% 66,848 $4.6M
Zions Bancorporation, National Association 0.25% Add +22.1% 66,429 $4.6M
Whittier Trust Co. 0.06% Add +8.3% 66,181 $4.6M
Bleakley Financial Group, LLC 0.12% Reduce -6.6% 66,081 $4.6M
Arlington Partners LLC 1.68% Add +33.9% 66,078 $4.6M
TD Waterhouse Canada Inc. 0.03% Add +13.2% 65,219 $4.6M
Rhumbline Advisers 0.00% Add +3.2% 65,556 $4.5M
EagleClaw Capital Managment, LLC 0.67% No change 65,150 $4.5M
CW Advisors, LLC 0.04% Reduce -0.1% 64,859 $4.5M
Wolverine Trading, LLC 0.11% New 65,045 $4.5M
Azzad Asset Management Inc. 0.47% Add +19.6% 64,014 $4.4M
Aperture Investors, LLC 0.59% No change 63,804 $4.4M
Channel Wealth LLC 1.24% Reduce -2.9% 63,711 $4.4M
South Street Advisors LLC 0.65% Reduce -63.6% 63,366 $4.4M
Condor Capital Management 0.37% Add +2.9% 62,402 $4.3M
Capital Research Global Investors 0.00% Add +8.9% 62,629 $4.3M
GMO 0.01% Add +63.7% 61,585 $4.3M
First Trust Advisors LP 0.00% Reduce -33.4% 61,498 $4.2M
Bulltick Wealth Management, LLC 1.04% Add +1430.4% 60,957 $4.2M
McCarter Private Wealth Services LLC 2.40% Add +5.4% 60,764 $4.2M
Merit Financial Group, LLC 0.05% Add +219.4% 60,610 $4.2M
Ssa Swiss Advisors AG 2.01% Add +27.3% 59,901 $4.2M
Independent Advisor Alliance 0.12% Reduce -2.1% 60,386 $4.2M
Advisory Services Network, LLC 0.07% Add +65.0% 88,208 $4.2M
Naviter Wealth, LLC 0.51% Add +9.9% 59,734 $4.1M
Concurrent Investment Advisors, LLC 0.08% Add +35.5% 59,441 $4.1M
Bessemer Group Inc. 0.01% Reduce -22.1% 58,986 $4.1M
Coldstream Capital Management Inc. 0.07% Add +13.2% 58,545 $4.0M
Keybank National Association 0.01% Reduce -2.4% 58,324 $4.0M
FourThought Financial Partners, LLC 0.39% Add +641.4% 57,934 $4.0M
Todd Asset Management LLC 0.09% Add +40.5% 57,740 $4.0M
Teachers Retirement System of the State of Kentucky 0.03% Add +40.5% 57,740 $4.0M
Americana Partners, LLC 0.14% Reduce -0.7% 57,290 $4.0M
Brookmont Capital Management 2.26% Reduce -0.9% 57,133 $3.9M
Advisors Asset Management, Inc. 0.07% Reduce -26.7% 57,095 $3.9M
Round Hill Asset Management 2.66% Reduce -1.0% 57,039 $3.9M
Greenwood Capital Associates LLC 0.49% New 56,884 $3.9M
Brown, Lisle/Cummings, Inc. 1.03% Add +0.2% 56,054 $3.9M
Bradley Foster & Sargent Inc. 0.06% Add +12.8% 55,990 $3.9M
Money Concepts Capital Corp. 0.26% Add +1103.0% 55,783 $3.9M
Cantor Fitzgerald, L. P. 0.09% Add +48.3% 55,223 $3.8M
Fortis Capital Management LLC 0.59% Reduce -0.8% 54,720 $3.8M
Phoenix Financial Ltd. 0.05% Add +64.1% 54,378 $3.8M
Sendero Wealth Management, LLC 0.47% Reduce -0.0% 54,258 $3.7M
Geo Capital Gestora de Recursos Ltd 5.62% Reduce -17.8% 53,844 $3.7M
Eukles Asset Management 1.52% Add +4.7% 53,715 $3.7M
Private Wealth Partners, LLC 0.29% Reduce -18.6% 53,593 $3.7M
Wilson & Boucher Capital Management, LLC 2.57% Add +2.5% 53,338 $3.7M
DRW Securities, LLC 0.26% Reduce -60.6% 53,331 $3.7M
Hamilton Wealth, LLC 0.82% Add +1443.8% 52,998 $3.7M
Hussman Strategic Advisors, Inc. 0.83% Reduce -16.7% 52,500 $3.6M
RFG Advisory, LLC 0.09% Add +7.4% 52,401 $3.6M
Meridian Investment Counsel Inc. 0.98% Add +13.3% 52,387 $3.6M
Vestmark Advisory Solutions, Inc. 0.05% Add +12.8% 51,948 $3.6M
Banque Pictet & Cie SA 0.04% Add +41.4% 51,795 $3.6M
Crossmark Global Holdings, Inc. 0.06% Reduce -0.7% 51,594 $3.6M
Roundview Capital LLC 0.24% Reduce -8.7% 51,517 $3.6M
Bennett Selby Investments LP 1.26% Add +14.2% 51,231 $3.5M
Compagnie Lombard Odier SCmA 0.05% Reduce -19.2% 51,085 $3.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -31.8% 50,870 $3.5M
Ingalls & Snyder LLC 0.12% Reduce -2.2% 50,681 $3.5M
SouthState Bank Corp 0.15% Add +1.3% 50,614 $3.5M
Capital Insight Partners, LLC 0.61% Reduce -8.5% 50,605 $3.5M
Somerville Kurt F 0.59% Add +197.4% 50,338 $3.5M
Mgo One Seven LLC 0.11% Add +183.0% 50,154 $3.5M
CMT Capital Markets Trading GmbH 1.67% Add +18.1% 50,152 $3.5M
Vident Advisory, LLC 0.04% Reduce -2.7% 49,760 $3.4M
Equitable Holdings, Inc. 0.03% Reduce -3.3% 49,730 $3.4M
Cardinal Capital Management 0.50% Add +2.4% 49,576 $3.4M
Henry James International Management Inc. 1.12% Reduce -5.6% 49,210 $3.4M
Equitable Trust Co. 0.17% Reduce -26.9% 49,085 $3.4M
Hayek Kallen Investment Management 1.13% Reduce -5.6% 48,159 $3.3M
U.S. Capital Wealth Advisors, LLC 0.10% Add +447.0% 47,988 $3.3M
Lafayette Investments, Inc. 0.67% Add +579.4% 47,754 $3.3M
EP Wealth Advisors, LLC 0.02% Add +1.6% 47,637 $3.3M
MAI Capital Management 0.02% Add +4.7% 47,511 $3.3M
Mutual Advisors, LLC 0.08% Add +19.7% 45,318 $3.2M
Sage Capital Advisors,llc 0.80% Add +1.6% 46,999 $3.2M
Fiduciary Alliance LLC 0.24% Add +473.0% 46,927 $3.2M
Apollon Wealth Management, LLC 0.06% Reduce -5.3% 46,578 $3.2M
Aviance Capital Partners, LLC 0.41% Add +292.1% 45,369 $3.1M
Capital Wealth Planning, LLC 0.02% New 45,286 $3.1M
Destination Wealth Management 0.09% Reduce -81.6% 45,050 $3.1M
Thrivent Financial for Lutherans 0.01% Reduce -5.8% 45,130 $3.1M
Beverly Hills Private Wealth, LLC 0.59% Add +3.9% 44,882 $3.1M
Parallel Advisors, LLC 0.06% Reduce -7.1% 44,735 $3.1M
Capital International Sarl 0.06% Add +32.6% 44,444 $3.1M
Strong Tower Advisory Services 0.60% Add +4.4% 44,420 $3.1M
Sentinel Trust Co. Lba 0.33% No change 44,172 $3.0M
HAP Trading, LLC 1.32% New 44,060 $3.0M
First Foundation Advisors 0.11% Add +1081.6% 43,945 $3.0M
Norman Fields, Gottscho Capital Management, LLC 1.00% Reduce -43.1% 43,937 $3.0M
Puzo Michael J 0.86% Add +79.0% 43,933 $3.0M
Westpac Banking Corp. 0.20% Reduce -39.8% 43,895 $3.0M
Verdence Capital Advisors LLC 0.21% Add +0.1% 43,846 $3.0M
Lockheed Martin Investment Management Co. 0.11% Add +179.4% 43,450 $3.0M
Fifth Third Bancorp 0.01% Reduce -6.1% 43,261 $3.0M
Blair William & Co. 0.01% Reduce -11.9% 43,200 $3.0M
Capital Group Private Client Services, Inc. 0.03% Add +13.3% 43,111 $3.0M
Bartlett & Co. Wealth Management LLC 0.04% Add +0.1% 42,920 $3.0M
Wealth Advisory Solutions, LLC 0.75% Add +0.8% 42,877 $3.0M
Verde Capital Management 0.73% Add +15.2% 42,837 $3.0M
Stiles Financial Services Inc 1.01% Add +1.9% 42,265 $2.9M
ICW Investment Advisors LLC 1.15% Add +2.3% 42,226 $2.9M
LYNX Capital Group Ltd. 1.40% Add +272.9% 42,070 $2.9M
Rathbones Group PLC 0.01% Add +0.1% 42,048 $2.9M
Portside Wealth Group, LLC 0.43% Reduce -6.3% 41,738 $2.9M
Beacon Pointe Advisors, LLC 0.03% Reduce -67.5% 41,698 $2.9M
North Star Asset Management Inc. 0.12% Add +19.4% 41,464 $2.9M
Sovran Advisors, LLC 0.30% Add +12.0% 40,930 $2.9M
Auxano Advisors, LLC 0.67% Add +4.8% 41,262 $2.8M
Broderick Brian C 0.56% Add +25.5% 41,061 $2.8M
Comgest Global Investors S.A.S. 0.05% No change 40,762 $2.8M
UMB Bank, n.a. 0.04% Reduce -0.6% 40,589 $2.8M
D.A. Davidson & Co. 0.02% Add +53.5% 40,418 $2.8M
Telligent Fund, LP 2.52% New 40,000 $2.8M
Tevis Investment Management 1.76% Add +164.6% 39,862 $2.8M
Autumn Glory Partners, LLC 1.29% Add +10.3% 39,854 $2.8M
Nicollet Investment Management, Inc. 0.92% Reduce -5.1% 39,838 $2.8M
Cloverfields Capital Group, LP 0.81% Add +51.7% 39,722 $2.7M
Allworth Financial LP 0.01% Add +28.7% 39,650 $2.7M
OneDigital Investment Advisors LLC 0.03% Reduce -1.9% 39,409 $2.7M
Cannell & Spears LLC 0.05% Reduce -38.8% 39,049 $2.7M
DGS Capital Management, LLC 0.56% Reduce -0.8% 39,040 $2.7M
Yousif Capital Management, LLC 0.03% Add +7.0% 38,849 $2.7M
Compound Planning, Inc. 0.10% Add +28.4% 38,730 $2.7M
Korea Investment CORP 0.01% No change 38,392 $2.6M
Stokes Family Office, LLC 0.28% Add +352.9% 38,221 $2.6M
Walled Lake Planning & Wealth Management, LLC 0.85% New 37,892 $2.6M
Aviso Financial Inc. 0.12% Add +1.9% 37,822 $2.6M
Loudon Investment Management, LLC 1.44% New 37,671 $2.6M
Woodmont Investment Counsel LLC 0.17% Reduce -68.3% 37,589 $2.6M
Union Heritage Capital, LLC 0.90% No change 37,528 $2.6M
Sequoia Financial Advisors, LLC 0.02% Add +17.9% 37,434 $2.6M
Stonegate Investment Group, LLC 0.07% Add +15.1% 37,428 $2.6M
Guild Investment Management, Inc. 2.22% Add +20.7% 36,995 $2.6M
Principal Securities, Inc. 0.05% Add +8.3% 36,922 $2.5M
Altman Advisors, Inc. 1.04% Add +3.3% 36,420 $2.5M
Iams Wealth Management, LLC 1.16% Reduce -0.8% 36,661 $2.5M
Teewinot Capital Advisers, L.L.C. 0.21% No change 36,497 $2.5M
Regions Financial Corp. 0.02% Reduce -19.1% 36,442 $2.5M
Pinnacle Associates Ltd. 0.04% Reduce -14.5% 36,362 $2.5M
Garrison Point Advisors, LLC 1.15% No change 36,268 $2.5M
TrueMark Investments, LLC 0.54% Add +219.6% 36,151 $2.5M
Benedict Financial Advisors Inc. 0.56% Reduce -4.3% 36,113 $2.5M
Sterling Capital Management LLC 0.04% Add +46.3% 35,962 $2.5M
Boston Family Office LLC 0.16% Reduce -5.8% 35,673 $2.5M
Millennium Management 0.00% Reduce -96.0% 35,661 $2.5M
Ballentine Partners, LLC 0.04% Add +23.6% 35,629 $2.5M
Icon Wealth Advisors, LLC 0.17% Add +61.1% 35,546 $2.5M
Snowden Capital Advisors LLC 0.07% Reduce -17.1% 35,229 $2.4M
Benjamin Edwards Inc. 0.03% Add +35.1% 34,851 $2.4M
Arkadios Wealth Advisors 0.07% Add +141.7% 34,790 $2.4M
Greenleaf Trust 0.02% Reduce -2.1% 34,675 $2.4M
Arjuna Capital 0.63% Reduce -3.4% 34,443 $2.4M
Federated Hermes, Inc. 0.00% Reduce -71.3% 34,286 $2.4M
Qtron Investments LLC 0.30% Reduce -4.5% 34,172 $2.4M
Townsquare Capital LLC 0.23% Reduce -88.5% 34,141 $2.4M
Altfest L J & Co. Inc. 0.28% Add +110.4% 34,027 $2.3M
Abc Arbitrage SA 0.27% New 33,779 $2.3M
Brooklyn Investment Group 0.30% Add +131.8% 33,429 $2.3M
Ieq Capital, LLC 0.01% Add +30.1% 33,406 $2.3M
MMBG Investment Advisors Co. 0.23% Add +10.9% 33,262 $2.3M
Inspire Trust Co, N.A. 0.47% Add +17.9% 33,000 $2.3M
Wambolt & Associates, LLC 0.77% Reduce -6.2% 32,532 $2.3M
Florida Trust Wealth Management Co 0.07% Add +92.6% 32,790 $2.3M
Renaissance Investment Group LLC 0.49% Add +8.3% 32,699 $2.3M
Capital International Ltd. 0.09% Add +1.4% 32,458 $2.2M
Kavar Capital Partners Group, LLC 0.32% No change 32,431 $2.2M
Elevation Point Wealth Partners, LLC 0.17% Reduce -23.9% 31,610 $2.2M
Clean Yield Group 0.65% Reduce -4.7% 31,531 $2.2M
Matauro, LLC 0.41% New 31,337 $2.2M
Sawyer & Company, Inc 0.73% Reduce -20.9% 45,062 $2.2M
Alaethes Wealth, LLC 0.64% Add +13.3% 31,207 $2.2M
Marshall Wace, LLP 0.00% Add +24.2% 31,200 $2.2M
Karani Asset Management LLC 2.08% Add +1.6% 31,125 $2.1M
Cresset Asset Management, LLC 0.01% Reduce -48.3% 31,081 $2.1M
HB Wealth Management, LLC 0.02% Reduce -10.3% 30,915 $2.1M
Lowe Brockenbrough & Co. Inc. 0.12% Reduce -1.4% 30,801 $2.1M
Dynamic Advisor Solutions LLC 0.07% Add +29.0% 30,758 $2.1M
Hilltop Holdings Inc. 0.14% Add +13.9% 30,674 $2.1M
Claret Asset Management Corp 0.27% Add +0.3% 30,430 $2.1M
Fairfield Financial Advisors, LTD 0.74% Reduce -27.4% 30,358 $2.1M
Patten & Patten Inc. 0.13% Reduce -1.6% 30,166 $2.1M
Settian Capital LP 1.46% No change 30,000 $2.1M
Axxcess Wealth Management, LLC 0.05% Add +2.7% 29,840 $2.1M
Webster Bank, N. A. 0.21% Reduce -25.1% 29,706 $2.1M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -3.1% 29,591 $2.0M
Financial Gravity Companies, Inc. 0.40% — 29,546 $2.0M
Kidder Stephen W 0.61% Add +70.6% 29,305 $2.0M
Aurora Investment Counsel 1.06% New 29,260 $2.0M
Fortune Financial Advisors, LLC 1.62% Add +2.4% 29,212 $2.0M
Manhattan West Asset Management, LLC 0.46% New 29,091 $2.0M
Grace & White Inc. 0.37% No change 29,000 $2.0M
Verition Fund Management LLC 0.01% Reduce -31.9% 28,928 $2.0M
Global Retirement Partners, LLC 0.05% — 28,694 $2.0M
Natixis 0.01% Add +15.0% 28,662 $2.0M
Coppell Advisory Solutions LLC 0.23% New 28,655 $2.0M
Performance Wealth Partners, LLC 0.06% Reduce -12.7% 28,299 $2.0M
Longfellow Investment Management Co. LLC 0.48% New 28,257 $2.0M
Ar Asset Management Inc. 0.44% Add +168.9% 28,240 $1.9M
Ramirez Asset Management, Inc. 0.29% Add +26.3% 27,948 $1.9M
Bank Hapoalim BM 0.27% Add +23.1% 27,750 $1.9M
Live Oak Private Wealth LLC 0.29% Add +7.7% 27,708 $1.9M
Voloridge Investment Management, LLC 0.01% Reduce -98.4% 27,531 $1.9M
Venturi Wealth Management, LLC 0.09% Reduce -7.2% 27,492 $1.9M
Sepio Capital, LP 0.13% Add +0.1% 27,391 $1.9M
Voya Investment Management LLC 0.00% Reduce -44.4% 27,365 $1.9M
Vise Technologies, Inc. 0.08% — 27,132 $1.9M
Wealthspire Advisors, LLC 0.01% Add +4.7% 27,092 $1.9M
Mission Wealth Management, LP 0.04% Add +7.5% 27,004 $1.9M
Penobscot Investment Management Company, Inc. 0.16% Reduce -19.4% 26,863 $1.9M
Country Club Bank 0.12% New 26,966 $1.8M
Delaney Dennis R 0.95% Add +25.1% 26,710 $1.8M
Union Bancaire Privee, UBP SA 0.03% Reduce -10.3% 31,028 $1.8M
Savvy Advisors, Inc. 0.12% Add +122.1% 26,686 $1.8M
Foresight Capital Management Advisors, Inc. 1.07% New 26,580 $1.8M
Trust Co. of Vermont 0.09% Reduce -0.6% 26,535 $1.8M
Parr McKnight Wealth Management Group, LLC 0.25% Add +274.5% 26,456 $1.8M
Peloton Wealth Strategists 0.75% Add +108.4% 26,430 $1.8M
Financial Partners Group, LLC 0.66% Add +43.7% 26,308 $1.8M
Guggenheim Capital LLC 0.01% Reduce -6.4% 26,134 $1.8M
Kestra Private Wealth Services, LLC 0.03% Reduce -56.6% 25,855 $1.8M
Harrington Investments, INC 0.94% Reduce -0.5% 25,819 $1.8M
Calydon Capital 0.17% Add +171.0% 25,783 $1.8M
Frank, Rimerman Advisors LLC 0.12% Add +19.5% 25,615 $1.8M
Haverford Trust Co 0.02% Reduce -3.0% 25,612 $1.8M
Integrated Wealth Concepts LLC 0.02% Reduce -4.8% 25,417 $1.8M
Alliance Wealth Advisors, LLC 0.42% Reduce -5.0% 25,221 $1.7M
GUARDCAP ASSET MANAGEMENT Ltd 0.03% Reduce -0.8% 25,180 $1.7M
Cox Capital Mgt LLC 1.18% Reduce -1.5% 25,073 $1.7M
Parallax Volatility Advisers, L.P. 0.08% Reduce -65.1% 25,071 $1.7M
Checchi Capital Advisers, LLC 0.12% Reduce -3.4% 25,064 $1.7M
Three Bridge Wealth Advisors, LLC 0.45% Add +5.4% 24,950 $1.7M
Sit Investment Associates Inc. 0.04% Reduce -66.6% 24,940 $1.7M
Exencial Wealth Advisors, LLC 0.06% Add +5.2% 24,822 $1.7M
Valeo Financial Advisors, LLC 0.04% Reduce -10.5% 24,798 $1.7M
A. D. Beadell Investment Counsel, Inc. 1.31% Add +40.9% 24,778 $1.7M
SALT Holding Corp. 2.61% Reduce -38.3% 24,684 $1.7M
Ashton Thomas Private Wealth, LLC 0.06% Add +11.9% 24,544 $1.7M
NewEdge Wealth, LLC 0.03% Reduce -40.0% 34,572 $1.7M
Global X Japan Co., Ltd. 0.17% Add +50.3% 24,205 $1.7M
Freestone Capital Holdings, LLC 0.06% Add +8.3% 24,104 $1.7M
Insigneo Advisory Services, LLC 0.14% Add +164.2% 24,099 $1.7M
Gibbs Wealth Management 0.32% Reduce -11.6% 24,099 $1.7M
Forum Financial Management, LP 0.03% Add +1.2% 24,027 $1.7M
Bar Harbor Wealth Management 0.11% Reduce -59.3% 23,966 $1.7M
Diamant Asset Management, Inc. 1.25% Reduce -2.6% 23,840 $1.6M
Toronto Dominion Bank 0.00% Add +33.2% 23,687 $1.6M
Texas Yale Capital Corp. 0.05% Add +2.8% 23,691 $1.6M
Schroder Investment Management Group 0.00% Add +0.0% 23,624 $1.6M
Hikari Tsushin, Inc. 0.11% No change 23,512 $1.6M
Hourglass Capital, LLC 0.39% Add +11.1% 23,130 $1.6M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.3% 23,068 $1.6M
Welch & Forbes LLC 0.02% Add +7.0% 23,046 $1.6M
Clare Market Investments LLC 0.35% Add +114.3% 23,035 $1.6M
Grey Ledge Advisors, LLC 0.39% Reduce -8.7% 23,009 $1.6M
Rossmore Private Capital 0.19% Reduce -1.3% 23,000 $1.6M
PFG Investments, LLC 0.09% Add +26.8% 22,961 $1.6M
Cavalier Investments, LLC 0.48% Reduce -2.0% 22,929 $1.6M
Commerce Bank 0.01% Reduce -1.2% 22,782 $1.6M
Nia Impact Advisors, LLC 0.54% Reduce -0.9% 22,700 $1.6M
Cary Street Partners Financial LLC 0.04% Reduce -26.2% 22,576 $1.6M
Bank of New Hampshire 0.39% Add +39.8% 22,570 $1.6M
Freedom Investment Management, Inc. 0.12% Add +8.4% 22,557 $1.6M
Freedom Day Solutions, LLC 0.46% Reduce -2.4% 22,511 $1.6M
Bath Savings Trust Co 0.16% Add +188.6% 22,483 $1.6M
Capital Advisors Inc. 0.03% Add +0.3% 22,468 $1.6M
Global Trust Asset Management, LLC 0.82% Reduce -11.8% 22,323 $1.5M
Swmg, LLC 0.51% New 22,130 $1.5M
Brookstone Capital Management 0.02% Add +55.3% 22,037 $1.5M
Sax Wealth Advisors, LLC 0.09% Add +432.0% 22,034 $1.5M
Hunter Associates Investment Management LLC 0.22% No change 21,923 $1.5M
Private Trust Co. NA 0.14% Reduce -20.0% 21,948 $1.5M
Ballast Advisors LLC 0.45% Add +7.4% 21,893 $1.5M
Baldwin Investment Management, LLC 0.18% Reduce -2.0% 21,874 $1.5M
Trivant Custom Portfolio Group, LLC 0.83% Add +80774.1% 21,836 $1.5M
Chilton Capital Management LLC 0.06% Add +6.2% 21,830 $1.5M
J.W. Cole Advisors, Inc. 0.03% Add +33.9% 21,783 $1.5M
Signet Investment Advisory Group, Inc. 0.77% Add +0.1% 21,600 $1.5M
Ironwood Investment Management LLC 0.72% Add +8.5% 21,552 $1.5M
Syon Capital LLC 0.10% Reduce -9.5% 21,504 $1.5M
Baron Capital (BAMCO) 0.00% Reduce -39.9% 21,441 $1.5M
NBT Bank, N.A. 0.10% No change 21,400 $1.5M
West Family Investments, Inc. 0.38% Add +34.6% 21,362 $1.5M
Glenview Trust Co 0.03% Add +3.6% 21,317 $1.5M
Claro Advisors Inc. 0.24% Reduce -0.8% 21,223 $1.5M
Joel Isaacson & Co., LLC 0.06% Add +2.8% 20,884 $1.4M
Synovus Financial Corp. 0.02% Reduce -22.1% 20,864 $1.4M
Jain Global LLC 0.02% Add +46.4% 20,754 $1.4M
Empire Financial Management Company, LLC 0.41% New 20,710 $1.4M
Roberts Glore & Co. Inc. 0.42% Add +85.8% 20,599 $1.4M
Human Investing LLC 0.22% Reduce -6.3% 20,522 $1.4M
Johnson Investment Counsel Inc. 0.01% Add +28.4% 20,379 $1.4M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -14.8% 20,321 $1.4M
Aaron Wealth Advisors LLC 0.14% Reduce -6.3% 20,315 $1.4M
Personal Cfo Solutions, LLC 0.26% Reduce -21.1% 20,294 $1.4M
Carnegie Lake Advisors LLC 0.55% Reduce -0.5% 20,150 $1.4M
Stablepoint Partners, LLC 0.24% Add +6.8% 20,066 $1.4M
Fullcircle Wealth LLC 0.52% Add +8.8% 28,321 $1.4M
Augustine Asset Management Inc. 0.37% Add +0.5% 19,842 $1.4M
Wealth Quarterback LLC 0.65% Add +23.7% 19,816 $1.4M
Banco de Sabadell, S.A 0.94% No change 19,732 $1.4M
Sava Infond d.o.o. 0.21% Reduce -5.3% 19,600 $1.4M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -2.3% 19,567 $1.4M
Hirtle & Co., LLC 0.06% Add +4.8% 19,457 $1.3M
Natural Investments, LLC 0.35% Add +6.8% 19,454 $1.3M
HighPoint Advisor Group LLC 0.07% Reduce -0.1% 19,411 $1.3M
Tidal Investments LLC 0.01% Add +21.5% 19,347 $1.3M
Sagespring Wealth Partners, LLC 0.03% Add +6.3% 19,176 $1.3M
Avior Wealth Management, LLC 0.05% Add +7.9% 19,152 $1.3M
Salem Investment Counselors Inc. 0.04% Reduce -18.7% 19,075 $1.3M
Pinnacle Financial Partners Inc 0.03% Add +0.8% 19,027 $1.3M
Notis-McConarty Edward 0.64% Add +329.7% 18,950 $1.3M
AlphaCore Capital LLC 0.05% New 18,949 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Add +9.0% 18,895 $1.3M
Lakeside Advisors, INC. 0.84% Reduce -1.1% 18,850 $1.3M
Clearstead Advisors, LLC 0.02% Reduce -15.6% 18,831 $1.3M
Banque Cantonale Vaudoise 0.05% Add +29.1% 18,816 $1.3M
Bank of Nova Scotia 0.00% Add +54.5% 18,799 $1.3M
First American Trust, FSB 0.10% Reduce -12.2% 18,800 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.17% Add +22.7% 18,790 $1.3M
Polar Asset Management Partners Inc. 0.04% New 18,600 $1.3M
WealthTrust Axiom LLC 0.38% Add +105.0% 18,595 $1.3M
Blue Trust, Inc. 0.02% Reduce -9.2% 18,580 $1.3M
HUB Investment Partners, LLC 0.04% Reduce -76.9% 18,572 $1.3M
Henshaw Capital LLC 0.05% Reduce -19.5% 18,506 $1.3M
Procyon Advisors, LLC 0.12% Reduce -76.1% 18,473 $1.3M
Chicago Partners Investment Group LLC 0.04% Add +0.2% 18,192 $1.3M
Great Valley Advisor Group, Inc. 0.03% Reduce -79.0% 18,393 $1.3M
Teamwork Financial Advisors, LLC 0.16% Reduce -42.3% 18,388 $1.3M
Raelipskie Partnership 0.58% Reduce -1.6% 18,325 $1.3M
Nemes Rush Group LLC 0.14% Reduce -81.3% 18,124 $1.3M
Sapient Capital LLC 0.02% Reduce -66.6% 18,114 $1.3M
Integrity Alliance, Llc. 0.07% Reduce -17.6% 18,056 $1.2M
HCR Wealth Advisors 0.15% Add +23.7% 17,913 $1.2M
Huntington National Bank 0.01% Reduce -2.0% 17,860 $1.2M
Geneos Wealth Management Inc. 0.03% Reduce -13.5% 17,815 $1.2M
SkyView Investment Advisors, LLC 0.18% Add +2.0% 17,933 $1.2M
Potomac Fund Management Inc. 0.07% Add +8.3% 18,209 $1.2M
Pacific Point Advisors, LLC 0.66% Add +7.3% 17,602 $1.2M
World Investment Advisors 0.03% Reduce -8.5% 17,474 $1.2M
First Citizens Bank & Trust Co. 0.02% Reduce -6.4% 17,404 $1.2M
Dakota Wealth Management 0.03% Reduce -16.0% 17,301 $1.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -40.5% 17,531 $1.2M
Cypress Asset Management Inc. 0.29% Reduce -6.2% 17,253 $1.2M
Marks Group Wealth Management, Inc 0.11% Reduce -6.0% 17,213 $1.2M
Fairfield, Bush & Co. 0.67% Add +1.1% 17,209 $1.2M
Gitterman Wealth Management, LLC 0.28% Reduce -10.4% 17,113 $1.2M
Diversify Wealth Management, LLC 0.07% Add +8.8% 23,707 $1.2M
Sowell Financial Services LLC 0.05% Reduce -5.5% 17,047 $1.2M
Sig Brokerage, LP 0.32% New 17,038 $1.2M
Bangor Savings Bank 0.10% Add +0.1% 17,002 $1.2M
Princeton Capital Management LLC 0.35% Reduce -33.8% 16,993 $1.2M
Central Bank & Trust Co. 0.19% Reduce -19.3% 16,758 $1.2M
Naples Global Advisors, LLC 0.10% Add +42.3% 16,741 $1.2M
Koshinski Asset Management, Inc. 0.09% Add +7.4% 16,718 $1.2M
Elefante Mark B 0.86% Add +78.4% 16,528 $1.1M
Lighthouse Financial LLC 0.87% Reduce -17.1% 16,501 $1.1M
Jacobi Capital Management LLC 0.08% Add +23.7% 16,487 $1.1M
Sunbelt Securities, Inc. 0.10% Reduce -20.4% 13,229 $1.1M
Highland Capital Management, LLC 0.06% Add +0.6% 16,450 $1.1M
Independent Financial Group, LLC 0.03% Add +54.1% 16,449 $1.1M
Family Legacy, Inc. 0.37% Reduce -13.5% 16,405 $1.1M
Sunpointe, LLC 0.44% New 16,202 $1.1M
Fairview Capital Investment Management, LLC 0.06% No change 16,070 $1.1M
Donaldson Capital Management, LLC 0.04% Reduce -36.9% 16,069 $1.1M
Formidable Asset Management, LLC 0.19% No change 15,948 $1.1M
Seed Wealth Management, Inc. 0.82% Add +13.7% 15,950 $1.1M
Wealth Alliance, LLC 0.12% Reduce -2.1% 15,844 $1.1M
Outfitters Financial LLC 0.93% Add +36.4% 15,830 $1.1M
Institute for Wealth Management, LLC. 0.12% No change 15,826 $1.1M
Moser Wealth Advisors, LLC 0.52% Add +4.5% 15,778 $1.1M
Five Oceans Advisors 0.46% Reduce -21.3% 15,762 $1.1M
Ascent Group, LLC 0.04% Reduce -40.9% 15,670 $1.1M
Horizon Kinetics Asset Management LLC 0.01% Reduce -0.8% 15,598 $1.1M
Limestone Investment Advisors LP 0.48% — 15,593 $1.1M
Rothschild Investment LLC 0.07% Reduce -87.2% 15,477 $1.1M
Vista Investment Management 0.39% Reduce -4.8% 15,292 $1.1M
Beaumont Financial Advisors, LLC 0.08% No change 15,289 $1.1M
Solstein Capital, LLC 0.54% No change 15,277 $1.1M
Bristlecone Advisors, LLC 0.09% Reduce -38.6% 15,260 $1.1M
Channing Global Advisors, LLC 0.68% Add +42.3% 15,228 $1.1M
GeoWealth Management, LLC 0.04% Add +43.1% 15,192 $1.0M
Edgemoor Investment Advisors, Inc. 0.09% Reduce -3.4% 15,190 $1.0M
Advisory Resource Group 0.20% Add +4.5% 15,154 $1.0M
Ascentis Independent Advisors 0.19% Add +383.0% 15,112 $1.0M
Clarius Group, LLC 0.06% Add +12.7% 14,970 $1.0M
King Luther Capital Management Corp. 0.00% Reduce -16.7% 14,943 $1.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.08% No change 14,942 $1.0M
AAFMAA Wealth Management & Trust LLC 0.43% Reduce -30.4% 14,929 $1.0M
Smartleaf Asset Management LLC 0.09% Reduce -12.4% 14,978 $1.0M
Birch Financial Group, LLC 0.82% Add +30.7% 14,865 $1.0M
Activest Wealth Management 0.25% Reduce -2.4% 14,784 $1.0M
Bull Street Advisors, LLC 0.49% No change 14,770 $1.0M
Foundations Investment Advisors, LLC 0.02% Add +50.8% 14,738 $1.0M
Meridian Wealth Management, LLC 0.04% Reduce -4.9% 14,732 $1.0M
Dempze Nancy E 0.58% Add +64.3% 14,678 $1.0M
Marotta Asset Management 0.20% Reduce -12.1% 14,641 $1.0M
ICONIQ Capital, LLC 0.02% Reduce -4.5% 14,536 $1.0M
Bond & Devick Financial Network, Inc. 0.33% Add +3.6% 14,522 $1.0M
Great Diamond Partners, LLC 0.21% Add +167.9% 14,375 $992K
Carolina Wealth Advisors, LLC 0.49% Add +43.0% 14,344 $990K
SBI Securities Co., Ltd. 0.03% Add +9.0% 14,336 $989K
Mezzasalma Advisors, LLC 0.29% Reduce -11.5% 14,239 $983K
Oliver Lagore Vanvalin Investment Group 0.38% — 14,067 $977K
Moors & Cabot, Inc. 0.05% Add +105.4% 14,123 $975K
Brighton Jones LLC 0.03% Add +2.5% 14,106 $974K
Smart Money Group LLC 0.30% Add +21.7% 14,085 $972K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Reduce -3.0% 13,973 $964K
GC Wealth Management RIA, LLC 0.08% Add +47.5% 13,932 $962K
Bailard, Inc. 0.02% Add +7.3% 13,909 $960K
Resources Management Corp. /CT/ 0.13% Reduce -6.4% 13,900 $959K
LVW Advisors, LLC 0.11% Reduce -9.3% 13,876 $958K
Sterling Investment Management, LLC 0.63% New 13,844 $956K
Mitchell & Pahl Private Wealth, LLC 0.42% Add +6.2% 13,777 $951K
Boothbay Fund Management, LLC 0.03% New 13,777 $951K
Caldwell Trust Co 0.09% Reduce -12.9% 13,677 $944K
Brown Miller Wealth Management, LLC 0.29% Add +19.9% 13,658 $943K
Belpointe Asset Management LLC 0.04% Add +28.6% 13,617 $940K
PDS Planning, Inc 0.07% Reduce -2.2% 13,543 $935K
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -79.4% 13,394 $924K
Harrell Investment Partners, LLC 0.23% New 13,392 $924K
Global Strategic Investment Solutions, LLC 0.10% Reduce -0.0% 13,380 $923K
Souders Financial Advisors 0.12% Reduce -24.4% 13,347 $921K
Gen-Wealth Partners Inc 0.35% Add +36.4% 13,251 $915K
Convergence Financial, LLC 0.16% Add +5.8% 13,245 $914K
Precision Wealth Strategies, LLC 0.30% New 13,231 $913K
Rehmann Capital Advisory Group 0.06% Reduce -6.8% 13,186 $910K
Mattern Capital Management, LLC 0.11% Add +57.3% 13,127 $906K
Roehl & Yi Investment Advisors, LLC 0.46% Add +3.1% 13,069 $902K
Clal Insurance Enterprises Holdings Ltd 0.01% No change 13,000 $897K
Tritonpoint Wealth, LLC 0.08% Reduce -20.9% 12,956 $894K
Gradient Investments LLC 0.02% New 12,890 $890K
Anchor Investment Management, LLC 0.08% Reduce -5.5% 12,847 $887K
Canal Capital Management, LLC 0.14% Add +50.3% 12,717 $878K
Peddock Capital Advisors, LLC 0.20% Add +11.2% 12,695 $876K
Creekmur Asset Management LLC 0.15% Add +40.4% 12,679 $875K
Schnieders Capital Management LLC 0.15% Reduce -19.1% 12,606 $870K
Baker Tilly Wealth Management, LLC 0.31% Reduce -2.0% 12,548 $866K
Mystic Asset Management, Inc. 0.21% Reduce -5.0% 12,425 $858K
Atria Wealth Solutions, Inc. 0.02% Reduce -66.0% 12,419 $857K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -97.8% 12,397 $856K
Giverny Capital 0.03% No change 12,400 $856K
Pitcairn Co. 0.06% Reduce -14.5% 12,363 $853K
Turtle Creek Wealth Advisors, LLC 0.10% Add +16.9% 12,307 $849K
Integrated Advisors Network LLC 0.04% New 12,275 $847K
Connable Office Inc. 0.08% Reduce -39.4% 12,209 $843K
Stratos Wealth Partners, LTD. 0.01% Reduce -23.8% 12,187 $841K
Waverly Advisors, LLC 0.01% Reduce -86.7% 12,145 $838K
Boston Trust Walden Corp 0.01% Add +124.3% 12,036 $831K
Forza Wealth Management, LLC 0.34% Reduce -3.2% 11,966 $826K
Balentine LLC 0.03% Reduce -1.8% 11,953 $825K
Avidian Wealth Enterprises, LLC 0.03% Add +8.6% 11,947 $825K
Savant Capital, LLC 0.01% Add +1.1% 11,946 $825K
Milestone Asset Management, LLC 0.17% New 11,945 $824K
Hazlett, Burt & Watson, Inc. 0.33% Add +14.7% 11,829 $817K
Balboa Wealth Partners 0.16% Add +6.1% 11,695 $807K
LRI Investments, LLC 0.07% Reduce -14.1% 11,638 $803K
Sage Rhino Capital LLC 0.17% Reduce -1.6% 11,632 $803K
GM Advisory Group, LLC 0.04% Reduce -15.3% 11,616 $802K
Perigon Wealth Management, LLC 0.02% Reduce -19.1% 11,614 $802K
BridgePort Financial Solutions, LLC 0.27% Add +90.0% 11,583 $799K
Range Financial Group LLC 0.31% Add +3.1% 11,491 $793K
BTC Capital Management, Inc. 0.06% Add +4.8% 11,481 $792K
Chilton Investment Co. Inc. 0.02% Add +268.4% 11,460 $791K
Wedmont Private Capital 0.03% Reduce -0.2% 11,291 $787K
Hancock Whitney Corp. 0.01% Add +117.4% 11,383 $786K
Confluence Investment Management LLC 0.01% Add +8.7% 11,376 $785K
Holderness Investments Co. 0.17% Add +14.5% 11,374 $785K
IHT Wealth Management, LLC 0.02% Add +88.6% 11,325 $782K
IFP Advisors, Inc 0.02% Add +32.9% 11,321 $781K
Financial Perspectives, Inc 0.23% No change 11,256 $777K
Alexander Labrunerie & Co., Inc. 0.32% Reduce -0.3% 11,216 $774K
Moloney Securities Asset Management, LLC 0.10% Reduce -36.0% 11,169 $771K
Flagship Harbor Advisors, LLC 0.04% Reduce -21.2% 11,133 $768K
Legacy Capital Group California, Inc. 0.21% Reduce -22.3% 11,103 $766K
Centaurus Financial, Inc. 0.04% Add +9.4% 11,099 $766K
Retirement Planning Co of New England, Inc. 0.34% Add +4.3% 11,061 $763K
Curi Capital, LLC 0.01% Reduce -78.4% 11,053 $763K
Summit Financial, LLC 0.02% Add +20.6% 11,045 $762K
Profund Advisors LLC 0.03% Add +3.6% 11,012 $760K
Viawealth, LLC 0.45% Add +9.2% 10,956 $756K
Intellectus Partners, LLC 0.16% Add +24.6% 10,881 $751K
HBK Sorce Advisory LLC 0.02% Reduce -2.7% 10,851 $749K
First Pacific Financial 0.11% Reduce -8.6% 10,831 $748K
Burford Brothers, Inc. 0.34% Add +7.4% 10,826 $747K
Argent Trust Co 0.03% Add +6.4% 10,807 $746K
Logan Capital Management Inc. 0.03% Reduce -48.3% 10,747 $742K
Essex Bank 0.18% Reduce -7.4% 10,735 $741K
Ellevest, Inc. 0.12% Reduce -50.5% 10,726 $740K
Clearstead Trust, LLC 0.14% Add +188.4% 10,709 $739K
Keel Point, LLC 0.05% Add +21.9% 10,678 $737K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -95.7% 10,668 $736K
AlTi Global, Inc. 0.02% Add +90.5% 10,648 $735K
Capital Investment Advisory Services, LLC 0.06% Add +9.7% 10,572 $730K
NorthCrest Asset Manangement, LLC 0.02% Reduce -2.1% 10,533 $729K
Angeles Wealth Management, LLC 0.05% Reduce -23.7% 10,481 $723K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -14.0% 10,343 $714K
DMC Group, LLC 0.55% Reduce -7.3% 10,336 $713K
Cairn Investment Group, Inc. 0.37% Add +4.5% 10,328 $713K
Sivia Capital Partners, LLC 0.24% Add +18.2% 10,320 $712K
WFA of San Diego, LLC 0.53% — 10,305 $711K
Cozad Asset Management Inc. 0.06% Reduce -28.1% 10,279 $709K
Keudell/Morrison Wealth Management 0.16% Add +31.9% 10,234 $706K
Csenge Advisory Group 0.04% Reduce -2.8% 9,778 $699K
Aptus Capital Advisors, LLC 0.01% Add +33.8% 10,060 $694K
Sigma Planning Corp 0.02% Reduce -11.8% 10,053 $694K
Unified Investment Management 0.74% New 10,025 $692K
Klingenstein Fields & Co. LP 0.03% Reduce -2.7% 9,955 $687K
Cacti Asset Management LLC 0.05% No change 10,000 $685K
Doliver Advisors, LP 0.19% Reduce -36.8% 9,912 $684K
Summit Trail Advisors, LLC 0.01% New 9,895 $683K
Bridgewater Advisors Inc. 0.05% Add +5.2% 12,560 $677K
Spire Wealth Management 0.02% Reduce -24.4% 9,721 $671K
Clear Harbor Asset Management, LLC 0.05% Reduce -14.9% 9,696 $669K
Guyasuta Investment Advisors Inc. 0.04% No change 9,686 $669K
International Assets Investment Management, LLC 0.05% Reduce -53.5% 9,605 $663K
Quotient Wealth Partners, LLC 0.02% Add +1.8% 9,580 $661K
Elm3 Financial Group, LLC 0.55% Reduce -39.2% 9,575 $661K
Red Door Wealth Management, LLC 0.08% Reduce -1.0% 9,508 $656K
Spinnaker Trust 0.04% Reduce -0.7% 9,500 $656K
Patrick M Sweeney & Associates, Inc. 0.45% Reduce -15.2% 9,455 $654K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -73.9% 9,451 $652K
Montag A & Associates Inc. 0.03% No change 9,402 $649K
Impact Investors, Inc 0.45% Add +63.7% 9,327 $644K
SCS Capital Management LLC 0.01% Add +30.3% 9,299 $642K
Raub Brock Capital Management LP 0.14% Add +1.5% 9,240 $638K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.11% — 9,238 $638K
S.A. Mason LLC 0.31% Reduce -4.2% 9,228 $637K
Cravens & Co Advisors, LLC 0.47% Add +2.0% 9,210 $636K
NTV Asset Management LLC 0.08% Reduce -7.5% 9,206 $635K
Pecaut & Co. 0.21% Reduce -57.4% 9,200 $635K
Campbell & CO Investment Adviser LLC 0.04% Reduce -79.6% 9,184 $634K
GAMMA Investing LLC 0.04% Reduce -3.6% 9,123 $630K
Ausdal Financial Partners, Inc. 0.04% New 9,100 $628K
BSW Wealth Partners 0.09% Reduce -9.5% 9,099 $628K
Atlas Brown,Inc. 0.20% Add +11.5% 9,025 $623K
Kathmere Capital Management, LLC 0.05% Reduce -40.1% 8,999 $621K
Advisor OS, LLC 0.06% Add +14.6% 8,998 $621K
Summit Financial Wealth Advisors, LLC 0.11% Add +2.0% 8,898 $614K
Cohen Capital Management, Inc. 0.10% Add +41.9% 8,812 $608K
Capital Square, LLC 0.32% New 8,778 $605K
Diversified Enterprises, LLC 0.04% Add +7.9% 8,707 $601K
Tucker Asset Management LLC 0.19% Add +121.3% 8,696 $600K
May Hill Capital, LLC 0.20% Reduce -0.8% 8,683 $599K
Midwest Trust Co 0.01% — 8,680 $599K
Cullinan Associates Inc. 0.04% No change 8,675 $599K
Hardy Reed LLC 0.05% Add +2.9% 8,532 $589K
Grandfield & Dodd, LLC 0.03% Add +2.1% 8,507 $587K
J. Safra Sarasin Holding AG 0.01% New 8,500 $587K
Ashton Thomas Securities, LLC 0.14% Add +0.8% 8,467 $584K
Schwarz Dygos Wheeler Investment Advisors LLC 0.13% Reduce -0.7% 8,461 $584K
Riverbend Wealth Management, LLC 0.44% Add +5.9% 8,451 $583K
Armstrong Henry H Associates Inc. 0.05% Reduce -6.5% 8,433 $582K
DecisionMap Wealth Management, LLC 0.40% Add +14.3% 8,418 $581K
Corient IA LP 0.34% No change 8,400 $580K
Hohimer Wealth Management, LLC 0.10% Reduce -1.5% 8,344 $576K
Agate Pass Investment Management, LLC 0.23% Add +8.5% 8,269 $571K
Embree Financial Group 0.09% Reduce -35.9% 8,231 $568K
Wallace Advisory Group, LLC 0.41% Reduce -24.3% 8,145 $566K
Versant Capital Management, Inc 0.09% Reduce -12.9% 8,174 $564K
Harbour Investments, Inc. 0.01% Reduce -9.8% 8,137 $562K
Argonautica Private Wealth Management, Inc. 0.18% Reduce -0.9% 8,112 $560K
Resonant Capital Advisors, LLC 0.04% Add +3.4% 8,107 $560K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +1.5% 8,070 $557K
Transatlantique Private Wealth LLC 0.20% Add +6.6% 8,054 $556K
Essex Financial Services, Inc. 0.04% Add +1.4% 8,052 $556K
Signature Estate & Investment Advisors LLC 0.01% Reduce -2.7% 8,002 $552K
Griffin Asset Management, Inc. 0.07% No change 8,000 $552K
Baader Bank Aktiengesellschaft 0.05% Reduce -39.5% 8,000 $552K
Covenant Partners, LLC 0.16% Reduce -27.9% 7,991 $552K
Pines Wealth Management, LLC 0.19% Add +22.9% 7,964 $551K
GW Henssler & Associates Ltd. 0.03% No change 7,959 $549K
Harmony Asset Management LLC 0.20% Reduce -43.9% 7,900 $545K
Evoke Wealth, LLC 0.01% Add +44.0% 7,868 $543K
NWF Advisory Services Inc. 0.06% New 7,818 $540K
KFG Wealth Management, LLC 0.09% Add +19.1% 7,767 $536K
American Trust 0.05% Add +43.9% 7,721 $533K
VestGen Advisors, LLC 0.02% Add +6.9% 7,719 $533K
Founders Financial Securities LLC 0.04% Reduce -0.6% 7,688 $531K
TBH Global Asset Management, LLC 0.11% Reduce -1.3% 7,660 $529K
V-Square Quantitative Management LLC 0.07% Reduce -21.0% 7,627 $526K
Advisors Capital Management, LLC 0.01% Reduce -5.7% 7,607 $525K
Traveka Wealth, LLC 0.28% Reduce -15.1% 7,601 $525K
Principle Wealth Partners LLC 0.03% Add +14.1% 7,595 $524K
Hudock, Inc. 0.08% Reduce -1.8% 7,590 $524K
Valley National Advisers Inc. 0.09% Reduce -0.8% 7,565 $522K
Platform Technology Partners 0.14% Add +11.8% 7,560 $522K
Raab & Moskowitz Asset Management LLC 0.12% New 7,511 $518K
SteelPeak Wealth, LLC 0.02% Reduce -8.6% 7,505 $518K
Philadelphia Trust Co. 0.04% No change 7,500 $518K
Mirabaud & Cie SA 0.16% Reduce -1.8% 7,500 $518K
Lanark Financial, Inc. 0.04% Reduce -6.0% 7,477 $516K
Peoples Financial Services Corp. 0.25% Reduce -11.9% 7,466 $515K
Mayflower Financial Advisors, LLC 0.07% Add +46.9% 7,454 $514K
Laraway Financial Advisors Inc 0.39% No change 7,406 $511K
Net Worth Advisory Group 0.11% Add +27.8% 7,385 $510K
One Capital Management, LLC 0.02% Reduce -1.0% 7,373 $509K
CoreCap Advisors, LLC 0.02% Add +12.3% 7,372 $509K
Wynn Capital, LLC 0.27% Add +3.9% 7,366 $508K
LifeSteps Financial, Inc. 0.35% Reduce -0.2% 7,340 $507K
Quintet Private Bank (Europe) S.A. 0.03% Add +0.9% 7,313 $505K
Focus Partners Advisor Solutions, LLC 0.01% Add +16.3% 7,318 $504K
Bridges Investment Management Inc. 0.01% Reduce -3.3% 7,300 $504K
First Manhattan Co. Llc. 0.00% Add +0.8% 7,300 $504K
Defined Wealth Management, LLC 0.31% Add +12.1% 7,278 $502K
Motco 0.05% Add +10.4% 10,665 $502K
Composition Wealth, LLC 0.01% Add +81.3% 7,257 $501K
PAX Financial Group, LLC 0.10% Reduce -28.6% 7,228 $499K
Boreal Capital Management LLC 0.47% — 7,165 $495K
Cromwell Holdings LLC 0.30% Add +25.2% 7,140 $493K
GKV Capital Management Co., Inc. 0.22% New 7,100 $490K
Calamos Wealth Management LLC 0.02% Reduce -69.0% 7,067 $488K
Garden State Investment Advisory Services LLC 0.13% Add +81.4% 7,059 $487K
American National Bank & Trust 0.05% Reduce -0.2% 7,005 $483K
Heritage Family Offices, LLP 0.24% No change 6,968 $483K
LRT Capital Management, LLC 0.29% Reduce -51.3% 6,983 $482K
Samalin Investment Counsel, LLC 0.19% Add +5.6% 6,979 $482K
Journey Strategic Wealth LLC 0.02% Reduce -26.1% 6,955 $480K
Financial Advocates Investment Management 0.04% Reduce -55.1% 6,944 $479K
Old National Bancorp 0.01% Add +83.4% 6,903 $476K
Bayesian Capital Management, LP 0.08% Reduce -44.4% 6,900 $476K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1065.4% 6,899 $476K
Rock Point Advisors, LLC 0.13% Reduce -2.1% 6,850 $473K
BNC Wealth Management, LLC 0.14% No change 6,806 $470K
Curated Wealth Partners LLC 0.05% Add +0.3% 6,789 $469K
SeaCrest Wealth Management, LLC 0.05% Reduce -39.6% 6,782 $468K
Accuvest Global Advisors 0.30% New 6,784 $468K
Modern Wealth Management, LLC 0.01% Add +13.5% 6,774 $468K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +3.5% 6,760 $467K
InTrack Investment Management Inc 0.31% New 6,731 $465K
Marco Investment Management LLC 0.04% No change 6,702 $463K
Ridgewood Investments LLC 0.20% Add +205.4% 6,627 $457K
Seven Mile Advisory 0.27% Add +9.0% 6,619 $457K
Southland Equity Partners LLC 0.10% Add +4.7% 6,575 $454K
Montis Financial, LLC 0.13% Reduce -35.7% 6,568 $453K
Gallacher Capital Management LLC 0.21% Add +2.3% 6,552 $452K
Jim Saulnier & Associates, LLC 0.31% Add +3.6% 6,544 $452K
Strategic Wealth Investment Group, LLC 0.65% Add +19.6% 6,518 $450K
Canopy Partners, LLC 0.16% Add +1.1% 6,504 $449K
Diversify Advisory Services, LLC 0.02% Add +9.3% 9,017 $449K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.66% No change 6,500 $449K
Bellevue Group AG 0.01% New 6,500 $449K
FDx Advisors, Inc. 0.14% Reduce -36.9% 6,490 $448K
Sierra Ocean, LLC 0.32% Reduce -0.5% 6,474 $447K
First Financial Corp. 0.20% No change 6,470 $447K
Intrust Bank NA 0.04% Reduce -12.2% 6,465 $446K
Flow Traders U.S. LLC 0.02% Reduce -72.4% 6,467 $446K
Ameriflex Group, Inc. 0.23% Add +8.8% 6,511 $441K
Horizon Investments, LLC 0.01% Add +16.6% 6,374 $440K
Quantum Portfolio Management LLC 0.21% Reduce -24.4% 6,281 $434K
Herold Advisors, Inc. 0.09% Add +18.1% 6,262 $432K
Leavell Investment Management, Inc. 0.02% Add +18.6% 6,250 $431K
Invst, LLC 0.05% Reduce -6.9% 6,246 $431K
Security Financial Services, INC. 0.08% Add +24.2% 6,215 $429K
Abel Hall, LLC 0.20% Add +23.6% 6,205 $428K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -6.1% 6,174 $426K
Fox Hill Wealth Management 0.22% Reduce -3.5% 6,160 $425K
XTX Topco Ltd 0.02% Reduce -39.5% 6,144 $424K
Flputnam Investment Management Co. 0.01% Add +21.1% 6,136 $424K
Bank of Stockton 0.13% Reduce -22.8% 6,120 $422K
Empower Advisory Group, LLC 0.00% Reduce -42.8% 6,093 $421K
Canandaigua National Bank & Trust Co. 0.04% Add +42.0% 6,068 $419K
Lockerman Financial Group, Inc. 0.56% New 6,056 $418K
Klingman & Associates, LLC 0.02% Add +83.4% 6,055 $418K
1900 Wealth Management LLC 0.03% Add +5.4% 6,024 $416K
AXS Investments LLC 0.17% No change 6,000 $414K
Martel Wealth Advisors LLC 0.08% No change 6,000 $414K
Westfield Capital Management Co. LP 0.00% New 5,995 $414K
Verus Capital Partners, LLC 0.04% Add +62.3% 5,984 $413K
Capital Investment Advisors, LLC 0.01% Add +2.6% 5,960 $411K
Red Wave Investments LLC 0.14% Add +1.1% 5,956 $411K
Zuckerman Investment Group, LLC 0.04% Reduce -22.2% 5,952 $411K
Brucke Financial, Inc. 0.29% Reduce -2.6% 5,944 $410K
Jaffetilchin Investment Partners, LLC 0.03% New 5,924 $409K
GQG Partners LLC 0.00% Reduce -94.9% 5,923 $409K
First Affirmative Financial Network 0.21% Add +20.8% 5,922 $409K
Plimoth Trust Co. LLC 0.10% Add +0.2% 5,900 $407K
Aureus Asset Management, LLC 0.03% New 5,876 $406K
Nomura Asset Management Co. Ltd. 0.00% Add +0.0% 5,872 $405K
Cordatus Wealth Management LLC 0.10% Reduce -1.8% 5,868 $405K
Chemung Canal Trust Co. 0.08% Reduce -5.9% 5,854 $404K
Mainstay Capital Management LLC 0.02% New 5,838 $403K
Prelude Capital Management, LLC 0.04% Reduce -66.3% 5,802 $400K
Mission Creek Capital Partners, Inc. 0.09% Add +0.8% 5,798 $400K
Banque Transatlantique SA 0.01% Add +103.3% 5,754 $398K
Unique Wealth Strategies, LLC 0.17% No change 5,750 $397K
True North Advisors, LLC 0.08% Add +63.8% 5,732 $396K
Eisler Capital Management Ltd. 0.01% New 5,710 $394K
AE Wealth Management LLC 0.00% Reduce -0.7% 5,700 $393K
Glen Eagle Advisors, LLC 0.06% Reduce -22.2% 5,694 $393K
Scott Marsh Financial, LLC 0.14% — 5,659 $391K
Leo Wealth, LLC 0.03% Add +56.4% 5,655 $390K
Kentucky Trust Co 0.22% No change 5,650 $390K
Cornerstone Wealth Management, LLC 0.02% Reduce -17.8% 5,644 $390K
Heron Bay Capital Management 0.08% Add +9.3% 5,606 $387K
Valmark Advisers, Inc. 0.01% Add +0.7% 5,603 $387K
Focus Financial Network, Inc. 0.02% Reduce -13.5% 5,559 $384K
Manchester Capital Management LLC 0.05% Add +1.8% 5,548 $383K
Perkins Coie Trust Co 0.07% Reduce -0.1% 5,542 $383K
Sage Mountain Advisors LLC 0.02% Reduce -5.5% 5,536 $382K
180 Wealth Advisors, LLC 0.05% Add +9.5% 5,492 $379K
Fifth Third Wealth Advisors LLC 0.02% Add +29.9% 5,428 $375K
Birchcreek Wealth Management, LLC 0.21% Add +82.9% 5,427 $375K
Guardian Wealth Advisors, LLC / NC 0.03% Add +73.1% 5,418 $374K
Capital Management Associates, Inc 0.12% New 5,410 $373K
Gallagher Capital Advisors, LLC 0.30% Reduce -63.8% 6,893 $372K
Means Investment Co., Inc. 0.04% Reduce -66.4% 5,387 $372K
Quadcap Wealth Management, LLC 0.05% Add +3.9% 5,379 $371K
Private Advisory Group LLC 0.03% Reduce -9.9% 5,374 $371K
Symphony Financial Services, Inc. 0.22% Reduce -22.4% 5,371 $370K
Harbour Capital Advisors, LLC 0.08% Reduce -0.8% 5,300 $370K
Mather Group, Llc. 0.00% Reduce -9.7% 5,360 $370K
Thoroughbred Financial Services, LLC 0.03% Reduce -72.5% 5,327 $367K
Armstrong, Fleming & Moore, Inc 0.20% New 5,306 $366K
PMV Capital Advisers, LLC 0.82% No change 5,301 $366K
Vienna Asset Management LLC 0.25% New 5,300 $366K
Samjo Management, LLC 0.15% No change 5,300 $366K
Independence Bank of Kentucky 0.05% Reduce -62.9% 5,295 $365K
MJP Associates Inc. 0.05% Add +44.1% 5,271 $364K
Kingsview Wealth Management, LLC 0.01% Reduce -2.5% 5,266 $363K
Western Wealth Management, LLC 0.02% Add +15.6% 5,245 $362K
Stegent Equity Advisors, Inc. 0.32% Reduce -72.6% 5,243 $362K
Westover Capital Advisors, LLC 0.07% Reduce -1.3% 5,222 $360K
D'Orazio & Associates, Inc. 0.05% Reduce -12.3% 5,205 $359K
Gryphon Financial Partners LLC 0.05% Add +17.4% 5,203 $359K
Essex LLC 0.07% Add +14.1% 5,194 $358K
Optas, LLC 0.07% Reduce -2.4% 5,193 $358K
Asio Capital, LLC 0.06% Reduce -2.8% 5,186 $358K
Rakuten Securities, Inc. 0.14% Add +79.6% 5,170 $357K
Avestar Capital, LLC 0.03% Add +6.9% 5,167 $357K
GWN Securities Inc. 0.07% Reduce -27.1% 5,142 $356K
LJI Wealth Management, LLC 0.06% Add +10.8% 5,130 $354K
Patton Albertson Miller Group, LLC 0.05% No change 5,130 $354K
Centric Wealth Management 0.08% Add +12.7% 6,920 $353K
Wrapmanager Inc. 0.09% Reduce -28.6% 5,113 $353K
Sargent Investment Group, LLC 0.05% Reduce -2.6% 7,776 $353K
GPS Wealth Strategies Group, LLC 0.04% Reduce -7.8% 5,108 $353K
Fourpath Capital Management, LLC 0.06% Add +39.5% 5,096 $352K
Cynosure Group, LLC 0.04% Reduce -48.0% 5,094 $352K
TRUE Private Wealth Advisors 0.04% New 5,080 $351K
Union Savings Bank 0.16% Reduce -2.2% 7,446 $350K
Hanson & Doremus Investment Management 0.05% No change 5,076 $350K
Sittner & Nelson, LLC 0.14% Add +35.2% 5,065 $350K
Accretive Wealth Partners, LLC 0.11% No change 5,045 $348K
CENTRAL TRUST Co 0.01% Reduce -16.2% 5,045 $348K
Capital Group Investment Management Pte. LTD. 0.06% No change 5,019 $346K
Arcadia Investment Management Corp. 0.06% Reduce -21.3% 5,000 $345K
FSM Wealth Advisors, LLC 0.06% Reduce -12.3% 4,973 $345K
Forte Capital LLC 0.04% Reduce -42.7% 4,982 $344K
Ameritas Advisory Services, LLC 0.02% Add +41.1% 4,977 $344K
EverSource Wealth Advisors, LLC 0.02% Add +11.7% 4,891 $338K
Aspiriant, LLC 0.01% Reduce -7.1% 4,886 $337K
Romano Brothers and Company 0.04% Reduce -23.4% 4,883 $337K
Mosaic Financial Group, LLC 0.26% Reduce -0.6% 4,889 $337K
NorthRock Partners, LLC 0.01% New 4,870 $336K
Tradewinds Capital Management, LLC 0.08% No change 4,860 $335K
Dover Advisors, LLC 0.15% Reduce -32.2% 4,850 $335K
Blue Barn Wealth, LLC 0.16% Reduce -5.3% 4,843 $334K
Hodges Capital Management Inc. 0.03% Reduce -3.0% 4,842 $334K
Aljian Capital Management, LLC 0.07% Add +0.4% 4,841 $334K
Baker Chad R 0.06% No change 4,815 $332K
Greenwich Wealth Management LLC 0.02% New 4,800 $331K
CoreFirst Bank & Trust 0.19% No change 4,785 $330K
GHP Investment Advisors, Inc. 0.01% No change 4,771 $329K
North Berkeley Wealth Management, LLC 0.30% Reduce -25.6% 4,740 $327K
Penserra Capital Management LLC 0.00% Reduce -39.4% 4,748 $327K
BOK Financial Private Wealth, Inc. 0.02% Reduce -37.5% 4,690 $324K
Lifestyle Asset Management, Inc. 0.15% Add +61.4% 4,674 $323K
Capital Investment Counsel, Inc 0.04% Add +2.2% 4,600 $317K
Burns J W & Co. Inc. 0.04% Reduce -15.1% 4,600 $317K
Insight Advisors, LLC/ PA 0.05% Reduce -5.1% 4,579 $316K
Larson Financial Group LLC 0.01% Add +14.7% 4,579 $316K
44 Wealth Management LLC 0.11% New 4,566 $315K
Crestwood Advisors Group, LLC 0.01% Reduce -11.3% 4,566 $315K
Grassi Investment Management 0.03% No change 4,570 $315K
SVB Wealth LLC 0.02% New 4,560 $315K
Perennial Investment Advisors, LLC 0.03% Reduce -2.5% 4,555 $314K
GAMCO Investors 0.00% New 4,544 $314K
Foster Dykema Cabot & Partners, LLC 0.02% No change 4,526 $312K
Prossimo Advisors, LLC 0.25% Reduce -54.1% 4,520 $312K
Princeton Global Asset Management LLC 0.06% Add +6.3% 4,520 $312K
First Horizon Advisors, Inc. 0.01% Reduce -34.9% 4,518 $312K
Williams Jones Wealth Management, LLC. 0.00% Reduce -19.1% 4,505 $311K
Carson Advisory Inc. 0.20% New 4,498 $310K
Wealthspire Retirement, LLC 0.02% New 4,460 $308K
AMG National Trust Bank 0.01% Add +0.0% 4,451 $307K
Wimmer Associates 1, LLC 0.16% No change 4,425 $305K
Painted Porch Advisors LLC 0.13% No change 4,412 $305K
Knights of Columbus Asset Advisors LLC 0.02% No change 4,386 $303K
Hobbs Group Advisors, LLC 0.10% Reduce -8.0% 4,378 $302K
Werba Rubin Papier Wealth Management 0.06% Add +4.1% 4,378 $302K
Hollencrest Capital Management 0.01% No change 4,305 $297K
Trek Financial, LLC 0.02% New 4,277 $295K
Whipplewood Advisors, LLC 0.16% Reduce -23.5% 4,257 $294K
Colorado Capital Management, Inc. 0.13% No change 4,229 $292K
Kingswood Wealth Advisors, LLC 0.02% Reduce -10.8% 4,203 $290K
Howland Capital Management LLC 0.01% Add +3.2% 4,173 $288K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -0.8% 4,153 $287K
Murphy & Mullick Capital Management Corp 0.23% Reduce -1.9% 6,033 $286K
Abundance Wealth Counselors 0.05% Reduce -4.9% 4,131 $285K
Beacon Financial Group 0.03% Add +43.2% 4,129 $285K
Texas Capital Bancshares Inc 0.10% No change 4,095 $283K
Strategy Asset Managers LLC 0.05% No change 4,084 $282K
Phillips Wealth Planners LLC 0.25% Reduce -0.7% 4,014 $280K
Everpar Advisors LLC 0.13% Reduce -1.7% 4,046 $279K
Redmond Asset Management, LLC 0.07% No change 4,039 $279K
Annex Advisory Services, LLC 0.01% Reduce -6.9% 4,033 $278K
CWA Asset Management Group, LLC 0.01% Reduce -94.5% 4,028 $278K
Opinicus Capital, Inc. 0.21% Reduce -12.4% 4,024 $278K
Roman Butler Fullerton & Co. 0.08% New 3,869 $277K
Park National Corp. 0.01% Reduce -14.9% 4,010 $277K
Fca Corp. 0.08% No change 4,000 $276K
Alpine Bank Wealth Management 0.04% Reduce -21.9% 3,996 $276K
Kuhn & Co Investment Counsel 0.21% Add +2.2% 3,970 $274K
FineMark National Bank & Trust 0.01% Add +13.6% 3,969 $274K
Marshall Financial Group, LLC 0.05% Reduce -19.9% 3,932 $273K
Diversified Trust Co. 0.01% Reduce -2.6% 3,939 $272K
Key Financial Inc 0.05% No change 3,932 $271K
Arax Advisory Partners 0.01% Reduce -49.2% 3,317 $271K
Stratos Wealth Advisors, LLC 0.01% Add +26.9% 3,928 $271K
Aegis Wealth Management LLC 0.16% No change 3,902 $271K
LCM Capital Management Inc 0.14% Reduce -0.7% 3,895 $269K
Cannon Advisors, Inc. 0.22% Reduce -1.6% 3,886 $268K
Winthrop Capital Management, LLC 0.07% Add +8.4% 3,861 $267K
Drive Wealth Management, LLC 0.06% Reduce -25.9% 3,859 $266K
Wealthcare Advisory Partners LLC 0.01% Reduce -10.6% 3,834 $265K
RIA Advisory Group LLC 0.08% Add +25.4% 3,831 $264K
Curat Global, LLC 0.25% No change 3,830 $264K
Encompass More Asset Management 0.06% Reduce -8.2% 3,824 $264K
Shelton Capital Management 0.01% No change 3,790 $262K
Mosaic Family Wealth Partners, LLC 0.03% Add +17.2% 3,748 $259K
Brandywine Managers, LLC 0.26% Reduce -11.3% 3,747 $259K
Rosenberg Matthew Hamilton 0.06% Reduce -2.5% 3,716 $256K
Elser Financial Planning, Inc 0.32% No change 3,714 $256K
Stock Yards Bank & Trust Co. 0.01% Reduce -15.0% 3,696 $255K
Chevy Chase Trust Holdings, LLC 0.00% Add +8.4% 3,696 $255K
Fortress Financial Solutions, LLC 0.32% Add +2.0% 3,686 $254K
Cyndeo Wealth Partners, LLC 0.01% Reduce -3.8% 3,656 $252K
Chesley Taft & Associates LLC 0.01% Add +2.5% 3,650 $252K
Certuity, LLC 0.02% Add +5.4% 3,645 $252K
Cornerstone Advisory, LLC 0.03% Add +19.6% 3,640 $251K
Gries Financial LLC 0.05% Add +3.9% 3,626 $250K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.3% 3,626 $250K
Paces Ferry Wealth Advisors, LLC 0.11% Reduce -4.7% 3,614 $249K
IFC Advisors LLC 0.05% Reduce -5.8% 3,582 $247K
Cobblestone Capital Advisors LLC 0.01% No change 3,556 $245K
Foster Group, Inc. 0.01% Add +14.3% 3,554 $245K
Ledyard National Bank 0.02% Reduce -18.0% 3,543 $245K
SeaBridge Investment Advisors LLC 0.05% Add +20.4% 3,535 $244K
Colonial River Investments, LLC 0.10% Reduce -4.2% 3,435 $244K
Stanley-Laman Group, Ltd. 0.04% Reduce -37.1% 3,531 $244K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +13.4% 3,526 $243K
Graham Capital Management, L.P. 0.01% Reduce -78.4% 3,518 $243K
Veracity Capital LLC 0.08% Reduce -3.9% 3,473 $242K
Pure Financial Advisors, LLC 0.00% New 3,501 $242K
Tiemann Investment Advisors, LLC 0.10% No change 3,500 $242K
MSA Advisors, LLC 0.06% No change 3,500 $242K
BIP Wealth, LLC 0.01% Reduce -4.1% 3,493 $241K
Old Port Advisors 0.07% Add +12.6% 3,466 $239K
Cornerstone Select Advisors, LLC 0.21% Reduce -3.2% 3,443 $238K
HBW Advisory Services LLC 0.03% New 3,443 $238K
Impact Capital Partners LLC 0.08% Add +16.8% 3,439 $237K
Harbor Investment Advisory, LLC 0.02% Add +44.6% 3,433 $237K
Alterna Wealth Management, Inc. 0.19% New 3,431 $237K
Novare Capital Management LLC 0.02% No change 3,424 $236K
Simplicity Wealth,LLC 0.01% Add +7.5% 3,423 $236K
Northeast Investment Management 0.01% No change 3,405 $235K
Hoxton Planning & Management, LLC 0.08% Reduce -8.0% 3,402 $235K
AA Financial Advisors, LLC 0.05% New 3,391 $234K
Financial Engines Advisors L.L.C. 0.00% New 3,384 $234K
Wilkinson Global Asset Management LLC 0.01% No change 3,380 $233K
Xponance LLC 0.00% Add +1.8% 3,372 $233K
Kaizen Financial Strategies 0.12% Add +12.5% 3,354 $231K
Horizon Investment Services, LLC 0.10% Add +0.5% 3,345 $231K
OneAscent Financial Services LLC 0.02% Reduce -64.3% 3,319 $230K
Family Manage LLC 0.03% Reduce -14.6% 3,330 $230K
Sierra Legacy Group 0.18% No change 3,300 $228K
Sharp Wealth Advisory, LLC 0.15% Reduce -5.7% 3,300 $228K
Sand Hill Global Advisors, LLC 0.01% New 3,287 $227K
Colonial Trust Advisors 0.02% Reduce -6.5% 3,287 $227K
Prosperity Consulting Group, LLC 0.02% Reduce -52.8% 3,283 $227K
Hilltop National Bank 0.06% — 3,277 $226K
Sage Private Wealth Group, LLC 0.14% New 3,273 $226K
Laurel Wealth Advisors LLC 0.03% No change 3,255 $225K
Ariadne Wealth Management, LP 0.11% Reduce -1.1% 4,378 $223K
Brass Tax Wealth Management, Inc. 0.04% New 3,225 $223K
D. Scott Neal, Inc. 0.11% Reduce -1.2% 3,210 $222K
Bill Few Associates, Inc. 0.06% Reduce -4.5% 3,200 $221K
Ancora Advisors LLC 0.00% Reduce -1.5% 3,187 $220K
Parvin Asset Management, LLC 0.22% Add +2.3% 3,165 $218K
GTS Securities LLC 0.01% Add +0.8% 3,163 $218K
Fidelis Capital Partners, LLC 0.02% Add +14.6% 4,794 $218K
FORA Capital, LLC 0.02% Reduce -93.7% 3,148 $217K
Evelyn Partners Investment Management LLP 0.01% No change 3,141 $217K
Moneta Group Investment Advisors LLC 0.00% Reduce -22.8% 3,136 $216K
RB Capital Management, LLC 0.05% Reduce -80.8% 3,119 $215K
Opal Wealth Advisors, LLC 0.06% Reduce -15.3% 3,116 $215K
Fulton Bank, N.A. 0.01% New 3,109 $215K
Blue Capital, Inc. 0.15% — 3,101 $214K
Cypress Wealth Services, LLC 0.04% New 3,093 $213K
Magnolia Capital Advisors LLC 0.05% Reduce -0.3% 3,092 $213K
Summit Global Investments 0.01% Reduce -62.7% 3,093 $213K
Bigelow Investment Advisors, LLC 0.09% Add +6.9% 3,084 $213K
Oxford Financial Group, LTD. LLC 0.01% Reduce -17.0% 3,030 $209K
Howard Capital Management Group, LLC 0.01% No change 3,022 $209K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -1.4% 3,020 $208K
Innova Wealth Partners 0.12% New 3,018 $208K
Enterprise Financial Services Corp 0.11% New 3,014 $208K
Avalon Trust Co 0.02% Reduce -2.1% 3,011 $208K
Signature Wealth Management Partners, LLC 0.12% New 3,000 $207K
Northstar Group, Inc. 0.03% No change 3,000 $207K
Ironwood Investment Counsel, LLC 0.03% Add +1.4% 2,981 $206K
Keystone Financial Group 0.02% New 2,976 $205K
Aprio Wealth Management, LLC 0.02% Reduce -35.4% 2,950 $204K
Genesis Private Wealth, LLC 0.10% Reduce -1.3% 2,950 $204K
Optimum Investment Advisors 0.09% Reduce -3.6% 2,950 $204K
Aspen Grove Capital, LLC 0.03% Reduce -30.3% 2,944 $203K
North Star Investment Management Corp. 0.01% Reduce -85.8% 2,942 $203K
Smith, Moore & Co. 0.02% New 2,933 $202K
Ellis Investment Partners, LLC 0.04% Reduce -0.8% 2,924 $202K
Allen Wealth Management, LLC 0.14% Reduce -11.4% 2,915 $201K
Seldon Capital LP 0.09% No change 2,910 $201K
Parkside Financial Bank & Trust 0.02% Add +24.9% 2,867 $198K
Financial Network Wealth Advisors LLC 0.24% Reduce -2.3% 2,846 $196K
TFC Financial Management, Inc. 0.03% Reduce -14.6% 2,840 $196K
Atlantic Union Bankshares Corp 0.00% New 2,818 $195K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -99.2% 2,780 $192K
Frazier Financial Advisors, LLC 0.13% Add +15.7% 2,728 $188K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% Reduce -49.4% 2,688 $186K
Sound Income Strategies, LLC 0.01% Add +194.5% 2,692 $186K
TD Private Client Wealth LLC 0.00% Reduce -11.4% 2,580 $178K
Austin Private Wealth, LLC 0.01% Reduce -8.5% 2,521 $174K
Cary Street Partners Investment Advisory LLC 0.08% Add +15.1% 2,446 $169K
Jefferies Financial Group Inc. 0.00% Reduce -76.0% 2,419 $167K
Transcend Capital Advisors, LLC 0.01% Reduce -32.0% 2,412 $166K
Asset Dedication, LLC 0.01% Reduce -0.5% 2,365 $163K
Westside Investment Management, Inc. 0.03% Add +25.1% 2,357 $163K
Centerpoint Advisors, LLC 0.06% No change 2,360 $163K
Brentview Investment Management LLC 0.08% No change 2,334 $161K
Ceeto Capital Group, LLC 0.05% No change 2,206 $152K
Stephens Consulting, LLC 0.04% Add +2.7% 2,194 $151K
Greykasell Wealth Strategies, Inc. 0.07% No change 2,157 $149K
Addison Advisors LLC 0.04% Reduce -20.4% 2,123 $147K
WPG Advisers, LLC 0.12% Reduce -35.9% 2,085 $144K
General Partner, Inc. 0.08% No change 2,080 $144K
Centricity Wealth Management, LLC 0.11% Reduce -2.6% 2,014 $139K
N.E.W. Advisory Services LLC 0.01% Add +31.8% 2,014 $139K
Park Place Capital Corp 0.03% Add +15.7% 1,947 $136K
Strategic Wealth Partners, Ltd. 0.01% — 1,956 $135K
Wellington Shields Capital Management, LLC 0.02% Reduce -24.7% 1,920 $133K
AdvisorNet Financial, Inc 0.01% Reduce -49.1% 1,903 $131K
Gables Capital Management Inc. 0.06% No change 1,900 $131K
Truvestments Capital LLC 0.03% Reduce -1.6% 1,897 $131K
Rexford Capital Inc. 0.11% — 1,886 $130K
GoalVest Advisory LLC 0.03% Add +0.8% 1,851 $128K
JNBA Financial Advisors 0.01% Reduce -15.6% 1,676 $116K
Aventura Private Wealth, LLC 0.05% Add +204.0% 1,675 $116K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +44.3% 1,630 $113K
Grove Bank & Trust 0.01% Reduce -28.4% 1,549 $107K
Wellington Shields & Co., LLC 0.03% No change 1,432 $99K
Golden State Wealth Management, LLC 0.01% Reduce -18.5% 1,431 $99K
S&T Bank 0.03% No change 1,430 $99K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 1,373 $95K
Dunhill Financial, LLC 0.03% Add +51.0% 1,370 $95K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +46.1% 1,356 $94K
GFG Capital, LLC 0.03% New 1,321 $91K
AllSquare Wealth Management LLC 0.05% Reduce -7.1% 1,310 $90K
JFS Wealth Advisors, LLC 0.01% No change 1,305 $90K
Beacon Capital Management, LLC 0.01% Reduce -41.1% 1,279 $88K
Nisa Investment Advisors, LLC 0.00% Add +33.3% 1,200 $83K
Binnacle Investments Inc 0.05% Add +126.2% 1,190 $82K
Garde Capital, Inc. 0.00% Add +39.4% 1,185 $82K
Traub Capital Management LLC 0.07% — 1,170 $81K
Barrett & Company, Inc. 0.03% Add +1.1% 1,161 $80K
TrinityBridge Ltd 0.00% Reduce -40.4% 1,153 $80K
Manitou Investment Management Ltd. 0.02% No change 1,159 $80K
Arlington Trust Co LLC 0.02% No change 1,118 $77K
Investment Research & Advisory Group, Inc. 0.03% Reduce -18.3% 1,115 $77K
Costello Asset Management, INC 0.03% Reduce -31.6% 1,106 $76K
LOM Asset Management Ltd 0.03% — 1,065 $74K
City State Bank 0.02% No change 1,065 $74K
Heritage Wealth Advisors 0.00% No change 1,050 $72K
Private Wealth Asset Management, LLC 0.01% No change 1,019 $70K
Future Financial Wealth Managment LLC 0.05% No change 1,000 $69K
Financial Connections Group, Inc. 0.03% No change 1,002 $69K
State of Wyoming 0.01% Add +72.7% 950 $66K
Atticus Wealth Management, LLC 0.02% No change 946 $65K
Evelyn Partners Investment Management Services Ltd 0.01% No change 938 $65K
Tsfg, LLC 0.01% Add +38.4% 901 $62K
Kennebec Savings Bank 0.06% No change 892 $62K
Bogart Wealth, LLC 0.00% Reduce -9.0% 857 $59K
Trust Co. of Toledo NA 0.01% New 856 $59K
Transamerica Financial Advisors, LLC 0.01% Add +14.1% 856 $59K
Provenance Wealth Advisors, LLC 0.01% Reduce -76.4% 841 $58K
Lavaca Capital LLC 0.02% No change 840 $58K
Fortitude Family Office, LLC 0.02% Add +4.2% 838 $58K
Colonial Trust Co / SC 0.01% Reduce -19.7% 832 $57K
Center for Financial Planning, Inc. 0.01% Add +378.8% 814 $56K
Missouri Trust & Investment Co 0.02% No change 800 $55K
Covestor Ltd 0.03% Reduce -48.4% 796 $55K
TD Capital Management LLC 0.01% Add +281.3% 793 $55K
Accent Capital Management, LLC 0.02% Add +22.9% 789 $54K
Washington Trust Advisors, Inc. 0.00% No change 778 $54K
Olistico Wealth, LLC 0.03% Reduce -74.5% 755 $52K
MCF Advisors LLC 0.00% No change 755 $52K
Atwood & Palmer Inc. 0.00% Add +31.8% 737 $51K
ORG Partners LLC 0.01% No change 700 $49K
Physician Wealth Advisors, Inc. 0.01% Reduce -53.0% 672 $46K
Twin Peaks Wealth Advisors, LLC 0.01% New 915 $46K
Financial Management Professionals, Inc. 0.00% Add +13.9% 624 $43K
Trifecta Capital Advisors, LLC 0.01% No change 616 $43K
Graney & King, LLC 0.03% Add +0.8% 612 $42K
Granite FO LLC 0.02% No change 590 $41K
North Capital, Inc. 0.03% Add +49.7% 587 $41K
Copeland Capital Management, LLC 0.00% Add +47.3% 579 $40K
Maseco LLP 0.00% — 570 $39K
FWL Investment Management, LLC 0.01% Add +21.9% 557 $38K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -2.1% 549 $38K
Highline Wealth Partners LLC 0.01% Reduce -6.7% 544 $38K
Pinnacle Bancorp, Inc. 0.01% Reduce -42.5% 542 $37K
DT Investment Partners, LLC 0.00% No change 542 $37K
Mid-American Wealth Advisory Group, Inc. 0.02% New 534 $37K
Hager Investment Management Services, LLC 0.02% No change 530 $37K
Hoese & Co LLP 0.03% No change 500 $35K
Chelsea Counsel Co. 0.02% No change 500 $35K
Spirit of America Management Corp. 0.01% No change 500 $35K
POM Investment Strategies, LLC 0.02% No change 494 $34K
Salomon & Ludwin, LLC 0.00% Add +5.7% 486 $34K
Indiana Trust & Investment Management Co 0.01% No change 491 $34K
Plante Moran Financial Advisors, LLC 0.00% No change 490 $34K
Tortoise Investment Management, LLC 0.00% No change 489 $34K
Kozak & Associates, Inc. 0.01% No change 480 $33K
Cornerstone Planning Group LLC 0.01% Reduce -15.9% 708 $33K
Fourth Dimension Wealth, LLC 0.01% Reduce -17.2% 480 $33K
CX Institutional 0.00% Reduce -8.1% 480 $33K
Armstrong Advisory Group, Inc. 0.00% Add +32.8% 478 $33K
Red Tortoise LLC 0.02% No change 476 $33K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 475 $33K
WealthCollab, LLC 0.02% Reduce -21.1% 472 $33K
Dagco, Inc. 0.01% Reduce -10.0% 450 $31K
Kelly Lawrence W & Associates Inc. 0.01% No change 450 $31K
GW&K Investment Management, LLC 0.00% No change 442 $31K
Bell Investment Advisors, Inc 0.01% Add +19.0% 445 $31K
NewSquare Capital LLC 0.00% Add +174.1% 444 $31K
Oakworth Capital, Inc. 0.00% Reduce -43.7% 436 $30K
Rossby Financial, LCC 0.01% Reduce -48.9% 435 $30K
Roble, Belko & Company, Inc 0.00% No change 433 $30K
Ameritas Investment Partners, Inc. 0.00% No change 422 $29K
Pin Oak Investment Advisors Inc. 0.02% Reduce -3.2% 425 $29K
Disciplina Capital Management LLC 0.00% Reduce -13.3% 416 $29K
Prestige Wealth Management Group LLC 0.01% No change 379 $26K
Glass Jacobson Investment Advisors llc 0.01% Reduce -9.8% 370 $26K
Albion Financial Group 0.00% No change 353 $24K
Medallion Wealth Advisors, LLC 0.01% Reduce -28.7% 348 $24K
Strategic Investment Solutions, Inc. 0.01% Add +1718.2% 200 $24K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 350 $24K
LFA - Lugano Financial Advisors SA 0.01% Add +100.0% 340 $23K
Allianz SE 0.00% New 340 $23K
Riggs Asset Managment Co. Inc. 0.01% Add +182.9% 331 $23K
First Command Advisory Services, Inc. 0.00% Reduce -6.0% 330 $23K
IAG Wealth Partners, LLC 0.00% No change 326 $23K
Hartford Financial Management Inc. 0.01% Reduce -26.4% 318 $22K
Caldwell Sutter Capital, Inc. 0.01% Reduce -43.1% 312 $22K
Kathleen S. Wright Associates Inc. 0.01% No change 302 $21K
Park Square Financial Group, LLC 0.01% Reduce -2.9% 300 $21K
MTM Investment Management, LLC 0.01% New 300 $21K
Citizens National Bank Trust Department 0.00% No change 300 $21K
Johnson Financial Group, Inc. 0.00% No change 300 $21K
Raffa Wealth Management, LLC 0.00% Reduce -15.9% 297 $20K
CNB Bank 0.01% No change 280 $19K
Pacific Center for Financial Services 0.01% No change 270 $19K
Redmont Wealth Advisors LLC 0.03% New 268 $18K
Atlas Capital Advisors Inc. 0.00% No change 268 $18K
MPWM Advisory Solutions, LLC 0.01% No change 260 $18K
NFSG Corp 0.00% Add +4.0% 257 $18K
Bank & Trust Co 0.01% No change 257 $18K
Innovative Advisory Group, LLC 0.01% No change 250 $17K
Piscataqua Savings Bank 0.01% No change 250 $17K
Evermay Wealth Management LLC 0.00% No change 250 $17K
Capital Analysts, LLC 0.00% Reduce -36.6% 256 $17K
Pingora Partners LLC 0.01% No change 240 $17K
Vermillion & White Wealth Management Group, LLC 0.01% No change 236 $16K
CVA Family Office, LLC 0.00% No change 230 $16K
Ascentis Wealth Management, LLC 0.00% Reduce -26.9% 225 $16K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 224 $15K
Blume Capital Management, Inc. 0.00% Add +34.1% 220 $15K
Hemington Wealth Management 0.00% No change 218 $15K
Quaker Wealth Management, LLC 0.01% — 215 $15K
McIlrath & Eck, LLC 0.00% No change 200 $14K
SOA Wealth Advisors, LLC. 0.00% No change 197 $14K
Peterson Wealth Services 0.00% New 197 $14K
YANKCOM Partnership 0.01% No change 190 $13K
Bellwether Advisors, LLC 0.00% New 189 $13K
Richardson Financial Services Inc. 0.01% Reduce -90.8% 186 $13K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +1.6% 187 $13K
Alerus Financial NA 0.00% New 186 $13K
Sachetta, LLC 0.00% Reduce -37.4% 179 $12K
Valued Wealth Advisors LLC 0.01% Reduce -41.9% 175 $12K
Tidemark, LLC 0.00% Add +13.3% 170 $12K
Tacita Capital Inc 0.01% No change 169 $12K
Hurley Capital, LLC 0.01% No change 160 $11K
2UniFi Bank 0.01% No change 160 $11K
Maryland Capital Advisors Inc. 0.00% New 159 $11K
SJS Investment Consulting Inc. 0.00% No change 154 $11K
Creative Financial Designs Inc. 0.00% Reduce -79.2% 148 $10K
Wood Tarver Financial Group, LLC 0.00% No change 158 $10K
True Wealth Design, LLC 0.00% Add +50.5% 143 $10K
Mark Sheptoff Financial Planning, LLC 0.01% Add +19.5% 135 $9K
Godsey & Gibb, Inc. 0.00% No change 133 $9K
Baillie Gifford & Co. 0.00% Reduce -26.1% 130 $9K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 122 $8K
Bare Financial Services, Inc 0.00% Add +192.7% 120 $8K
Macquarie Group Ltd. 0.00% Reduce -83.0% 111 $8K
Newton One Investments LLC 0.00% No change 115 $8K
Compass Planning Associates Inc 0.01% No change 115 $8K
Financial Freedom, LLC 0.00% No change 115 $8K
Legacy Investment Solutions, LLC 0.00% — 109 $8K
Legacy Wealth Managment, LLC 0.00% No change 109 $8K
First United Bank & Trust 0.00% No change 105 $7K
Wolff Wiese Magana LLC 0.00% No change 104 $7K
Archer Investment Corp 0.00% Add +1.0% 103 $7K
Safe Harbor Fiduciary, LLC 0.01% Add +5000.0% 102 $7K
First PREMIER Bank 0.00% Reduce -25.4% 100 $7K
Gold Investment Management Ltd. 0.00% No change 100 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 100 $7K
Team Financial Group, LLC 0.00% New 100 $7K
Game Plan Financial Advisors, LLC 0.00% No change 100 $7K
Global Wealth Strategies & Associates 0.00% Reduce -51.2% 100 $7K
Hughes Financial Services, LLC 0.00% Reduce -82.8% 152 $7K
1620 Investment Advisors, Inc. 0.00% Reduce -43.9% 96 $7K
JDM Financial Group LLC 0.00% No change 95 $7K
Cape Investment Advisory, Inc. 0.00% Reduce -22.9% 94 $6K
Inlight Wealth Management, LLC 0.00% No change 90 $6K
HHM Wealth Advisors, LLC 0.00% Reduce -2.2% 90 $6K
Total Investment Management Inc. 0.00% New 89 $6K
Western Pacific Wealth Management, LP 0.01% No change 80 $6K
Hopwood Financial Services, Inc. 0.00% No change 78 $5K
West Branch Capital LLC 0.00% No change 78 $5K
Horrell Capital Management, Inc. 0.00% No change 75 $5K
Retirement Wealth Solutions LLC 0.00% Reduce -7.7% 72 $5K
Iron Horse Wealth Management, LLC 0.00% Reduce -12.5% 70 $5K
Beaird Harris Wealth Management, LLC 0.00% Reduce -31.0% 69 $5K
Hoey Investments, Inc. 0.00% No change 68 $5K
Barnes Dennig Private Wealth Management LLC 0.01% No change 68 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -70.4% 68 $5K
DecisionPoint Financial, LLC 0.00% No change 66 $5K
Transce3nd, LLC 0.00% Reduce -83.3% 65 $4K
CGC Financial Services, LLC 0.00% No change 65 $4K
Aspect Partners, LLC 0.00% Add +162.5% 63 $4K
Principia Wealth Advisory, LLC 0.00% New 61 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 60 $4K
SWAN Capital LLC 0.00% New 60 $4K
Delta Asset Management LLC 0.00% No change 60 $4K
HighMark Wealth Management LLC 0.00% Reduce -3.3% 59 $4K
Wealth Preservation Advisors, LLC 0.00% Add +480.0% 58 $4K
Crowley Wealth Management, Inc. 0.00% Reduce -80.0% 50 $3K
Accredited Wealth Management, LLC 0.00% Reduce -66.7% 50 $3K
New Millennium Group LLC 0.00% No change 46 $3K
United Community Bank 0.00% New 46 $3K
Kilter Group LLC 0.00% New 45 $3K
CKW Financial Group 0.00% Add +66.7% 50 $3K
Riverview Trust Co 0.00% Reduce -50.0% 42 $3K
Slocum, Gordon & Co LLP 0.00% Reduce -4.5% 42 $3K
Robinswood Financial LLC 0.00% No change 41 $3K
IMG Wealth Management, Inc. 0.00% New 39 $3K
St. Johns Investment Management Company, LLC 0.00% No change 38 $3K
Country Trust Bank 0.00% Reduce -43.3% 38 $3K
Abound Wealth Management 0.00% Reduce -86.7% 32 $2K
Nvwm, LLC 0.00% No change 31 $2K
Proathlete Wealth Management LLC 0.00% Add +675.0% 31 $2K
Belmont Capital, LLC 0.00% No change 30 $2K
Clear Investment Research, LLC 0.00% No change 29 $2K
Walleye Capital LLC 0.00% Reduce -100.0% 28 $2K
Rogco, LP 0.00% No change 25 $2K
Pacifica Partners Inc. 0.00% No change 24 $2K
MV Capital Management, Inc. 0.00% No change 20 $1K
Evolution Wealth Management Inc. 0.00% — 20 $1K
Richard W. Paul & Associates, LLC 0.00% No change 20 $1K
Winch Advisory Services, LLC 0.00% No change 18 $1K
West Oak Capital, LLC 0.00% Add +6.3% 17 $1K
Berkshire Capital Holdings Inc. 0.00% No change 10 $690
Beacon Capital Management, Inc. 0.00% New 10 $690
Fiduciary Advisors, Inc. 0.00% No change 8 $553
Horizon Financial Services, LLC 0.00% No change 8 $552
PFS Partners, LLC 0.00% No change 4 $277

"% 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.