Novo-Nordisk A/S-Spons ADRNVO

13F holders, Q4 2025 (December 31)
1,421holders +22
140new positions
181sold out
12famous investors
$51.00avg. 13F price*

At the end of Q4 2025, 1,421 institutions reported holding Novo-Nordisk A/S-Spons ADR (NVO) in their 13F filings, up 22 from Q3 2025. 140 opened new positions and 181 sold out. The largest holders were Loomis Sayles & Co. L P ($871.8M), Franklin Resources Inc. ($748.1M) and Morgan Stanley ($653.4M). 12 famous investors held it, including Tom Gayner (1.2% of Markel Group's portfolio), Ken Griffin (0.3% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.3% of Renaissance Technologies'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions140$584.3M
Exits181$405.2M

All 13F filers, Q3 2025 → Q4 2025: 52,689,627 shares bought and 40,179,786 shares sold, net +12,509,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,421 holders

Loomis Sayles & Co. L P 1.05% Add +6.0% 17,135,384 $871.8M
Franklin Resources Inc. 0.19% Add +5.1% 14,702,508 $748.1M
Morgan Stanley 0.04% Add +3.5% 12,842,089 $653.4M
Bank of America Corp. 0.04% Reduce -11.4% 11,868,129 $603.9M
Capital International Investors 0.09% Reduce -36.7% 11,211,106 $571.9M
Goldman Sachs Group Inc. 0.08% Add +63.6% 10,991,430 $559.2M
Folketrygdfondet 12.04% Reduce -0.5% 10,164,137 $517.2M
FMR LLC 0.03% Reduce -28.8% 10,017,325 $509.7M
Fisher Asset Management 0.17% Reduce -5.2% 9,784,222 $497.8M
T. Rowe Price Associates Inc. 0.05% Add +99.7% 9,688,262 $492.9M
Citadel Advisors 0.26% Add +136.6% 7,410,923 $377.1M
Everett Harris & Co. 3.95% Add +0.2% 6,407,366 $326.0M
State Farm Mutual Automobile Insurance Co. 0.25% No change 6,142,778 $312.5M
State Street Corp. 0.01% Reduce -1.8% 5,996,113 $306.3M
Boston Partners 0.29% Reduce -3.5% 5,376,824 $275.6M
UBS Group AG 0.05% Add +33.1% 4,911,891 $249.9M
Voloridge Investment Management, LLC 0.86% Add +851.6% 4,807,279 $244.6M
Northern Trust Corp. 0.03% Add +0.4% 4,629,305 $235.5M
Royal Bank of Canada 0.04% Reduce -7.4% 4,386,403 $223.2M
Fayez Sarofim & Co 0.52% Reduce -42.4% 4,234,749 $215.5M
Wells Fargo & Company 0.04% Reduce -2.8% 3,992,049 $203.1M
JPMorgan Chase & Co. 0.01% Reduce -34.7% 3,533,637 $179.8M
BlackRock, Inc. 0.00% Reduce -18.4% 3,234,902 $164.6M
Renaissance Technologies 0.25% Add +10.5% 3,183,678 $162.0M
Raymond James Financial Inc. 0.05% Reduce -3.5% 3,167,111 $161.1M
Markel Group 1.16% Add +21.2% 2,869,774 $146.0M
Envestnet Asset Management Inc. 0.04% Reduce -29.3% 2,773,434 $141.1M
Natixis Advisors, LLC 0.19% Add +4.1% 2,661,238 $135.4M
SG Americas Securities, LLC 0.17% Add +6.4% 2,535,346 $129.0M
Bank of Montreal 0.05% Add +138.9% 2,525,827 $128.5M
WCM Investment Management, LLC 0.26% Reduce -8.2% 2,508,292 $128.5M
Jane Street Group, LLC 0.14% Add +2.9% 2,248,994 $114.4M
DAVENPORT & Co LLC 0.61% Reduce -16.5% 2,206,819 $112.5M
National Bank of Canada 0.11% Add +126.3% 2,149,041 $109.3M
Saturna Capital Corp. 1.40% Reduce -0.1% 2,072,619 $105.5M
Baird Financial Group, Inc. 0.15% Add +7.4% 1,927,532 $98.1M
Saratoga Research & Investment Management 4.94% Reduce -0.1% 1,852,566 $94.3M
Ameriprise Financial Inc. 0.02% Add +19.8% 1,736,176 $88.7M
Van Eck Associates Corp. 0.07% Add +108.6% 1,645,149 $83.7M
Millennium Management 0.06% Add +6661.8% 1,616,265 $82.2M
Citigroup Inc. 0.05% Add +186.6% 1,405,724 $71.5M
BNP Paribas Financial Markets 0.05% Add +105.8% 1,398,292 $71.1M
Rockefeller Capital Management L.P. 0.12% Add +77.2% 1,340,858 $68.2M
Susquehanna Advisors Group, Inc. 2.55% New 1,330,000 $67.7M
Dimensional Fund Advisors LP 0.01% Reduce -0.9% 1,326,058 $67.5M
Stifel Financial Corp. 0.06% Add +37.9% 1,267,700 $64.5M
LPL Financial LLC 0.02% Reduce -12.6% 1,222,665 $62.2M
Susquehanna International Group, LLP 0.09% Add +86.9% 1,222,034 $62.2M
Holocene Advisors, LP 0.13% New 1,180,500 $60.1M
Quadrature Capital Ltd 0.61% New 1,176,933 $59.9M
Simplex Trading, LLC 1.46% Add +70.8% 1,017,162 $51.8M
Marex Group Ltd 0.55% Add +54.8% 1,005,713 $51.2M
Carmignac Gestion 0.69% New 1,003,300 $51.0M
Causeway Capital Management LLC 0.70% Add +42.8% 993,850 $50.6M
Optiver Holding B.V. 0.90% Add +105.4% 983,717 $50.1M
Parnassus Investments, LLC 0.13% Reduce -4.4% 969,015 $49.3M
Barclays PLC 0.02% Add +10.4% 950,272 $48.3M
Squarepoint Ops LLC 0.10% Reduce -14.2% 934,644 $47.6M
Contrarius Group Holdings Ltd 2.30% New 930,367 $47.3M
American Century Companies Inc. 0.02% Add +13.9% 879,152 $44.7M
Lazard Asset Management LLC 0.07% Reduce -39.5% 859,806 $43.7M
Focus Partners Wealth 0.05% Add +11.0% 844,234 $43.1M
Natixis 0.17% Add +120.7% 845,298 $43.0M
D. E. Shaw & Co. 0.03% Reduce -19.5% 845,224 $43.0M
Foresight Group Ltd Liability Partnership 6.06% Reduce -1.0% 123,759 $40.3M
Corient Private Wealth LP 0.05% Reduce -2.6% 709,353 $36.1M
Cibc World Market Inc. 0.06% Add +26.2% 700,174 $35.6M
Truist Financial Corp. 0.05% Reduce -11.0% 695,164 $35.4M
United Capital Financial Advisors, LLC 0.20% Add +1.6% 648,353 $33.0M
Invesco Ltd. 0.00% Add +20.6% 631,689 $32.1M
Oppenheimer Asset Management Inc. 0.40% Add +11.8% 631,405 $32.1M
Aberdeen Group plc 0.05% Add +231.4% 614,866 $31.3M
Bank of New York Mellon Corp 0.01% Reduce -10.1% 603,600 $30.7M
Clear Street Group Inc. 0.15% Reduce -42.8% 580,826 $29.6M
Cantor Fitzgerald, L. P. 0.87% Reduce -32.8% 576,227 $29.3M
Smith Chas P & Associates Pa Cpas 1.53% Add +40.8% 570,711 $29.0M
Vantage Investment Partners, LLC 1.87% Add +3.0% 549,469 $28.0M
Cullen Capital Management, LLC 0.30% New 547,520 $27.9M
Marshall Wace, LLP 0.03% New 544,547 $27.7M
Hudson Bay Capital Management LP 0.17% Add +107.8% 529,203 $26.9M
Balyasny Asset Management L.P. 0.05% Add +1055.3% 508,109 $25.9M
First Trust Advisors LP 0.02% Add +1110.6% 503,535 $25.6M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +8.7% 503,078 $25.6M
Deutsche Bank AG 0.01% Add +290.7% 501,839 $25.5M
Walleye Capital LLC 0.16% Add +248.2% 500,644 $25.5M
Nichols & Pratt Advisers LLP 1.55% Reduce -2.7% 487,625 $24.8M
Cerity Partners LLC 0.04% Reduce -14.3% 478,605 $24.4M
Adage Capital Partners Gp, L.L.C. 0.04% New 475,000 $24.2M
PNC Financial Services Group, Inc. 0.01% Add +1.3% 468,869 $23.9M
HSBC Holdings PLC 0.01% Reduce -0.0% 459,233 $23.4M
Longaeva Partners L.P. 2.71% New 444,266 $22.6M
Prospera Financial Services Inc 0.37% Add +5.0% 441,858 $22.5M
Healthcare of Ontario Pension Plan Trust Fund 0.04% No change 431,484 $22.0M
Credit Agricole S A 0.06% Add +82.5% 430,085 $21.9M
Jia Investment Alliance Pte. LTD. 2.00% No change 426,700 $21.7M
Warther Private Wealth, LLC 5.09% Add +2.7% 418,828 $21.3M
Traynor Capital Management, Inc. 1.13% Reduce -5.9% 402,133 $20.5M
Charles Schwab Investment Management Inc. 0.00% Add +8.6% 401,998 $20.5M
Euro Pacific Asset Management, LLC 2.26% Add +24.1% 346,077 $20.4M
TD Asset Management Inc 0.02% New 398,408 $20.3M
Creative Planning 0.01% Add +5.5% 393,313 $20.0M
DE Burlo Group Inc. 2.31% Reduce -22.1% 374,660 $19.1M
Academy Capital Management 2.47% Reduce -0.5% 365,783 $18.6M
Nomura Holdings Inc. 0.05% Reduce -63.4% 356,886 $18.2M
Brown Brothers Harriman & Co. 0.10% Reduce -21.8% 354,954 $18.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Reduce -3.3% 345,586 $17.6M
Pathstone Holdings, LLC 0.07% Add +14.4% 345,053 $17.6M
Two Sigma Investments, LP 0.03% Reduce -79.7% 343,191 $17.5M
Walleye Trading LLC 0.28% Reduce -37.9% 342,507 $17.4M
Modera Wealth Management, LLC 0.20% Reduce -4.6% 342,482 $17.4M
Armistice Capital, LLC 0.42% Reduce -54.4% 336,000 $17.1M
Janney Montgomery Scott LLC 0.04% Add +107.6% 332,003 $16.9M
Foresight Global Investors, Inc. 7.91% Add +99.8% 330,251 $16.8M
Quinn Opportunity Partners LLC 0.73% Add +45.6% 329,000 $16.7M
Mariner, LLC 0.02% Reduce -6.5% 322,233 $16.4M
Scotia Capital Inc. 0.07% Add +91.8% 320,162 $16.3M
Clifford Swan Investment Counsel LLC 0.54% Add +2.5% 319,061 $16.2M
Quantinno Capital Management LP 0.03% Add +19.2% 318,686 $16.2M
Sei Investments Co. 0.02% Add +9.4% 316,644 $16.1M
Penbrook Management LLC 11.10% Add +1.5% 316,400 $16.1M
Dillon & Associates Inc. 1.98% Reduce -3.4% 301,198 $15.4M
Osaic Holdings, Inc. 0.02% Reduce -20.1% 299,329 $15.2M
Cetera Investment Advisers 0.02% Reduce -13.4% 286,371 $14.6M
Menora Mivtachim Holdings LTD. 0.07% Add +2.2% 276,168 $14.1M
ExodusPoint Capital Management, LP 0.16% New 274,272 $14.0M
Oak Family Advisors, LLC 4.27% Add +79.1% 274,228 $14.0M
Reynders McVeigh Capital Management, LLC 0.65% Reduce -19.9% 274,101 $13.9M
Dividend Assets Capital, LLC 2.62% Reduce -13.2% 269,854 $13.7M
DV Equities, LLC 2.48% — 269,526 $13.7M
TB Alternative Assets Ltd. 2.22% New 266,165 $13.5M
W.G. Shaheen & Associates DBA Whitney & Co 1.06% Add +10.1% 262,783 $13.4M
Old Mission Capital LLC 0.52% New 262,659 $13.4M
Lido Advisors, LLC 0.05% Reduce -2.2% 230,703 $12.8M
Viking Fund Management LLC 1.47% New 250,000 $12.7M
Carnegie Investment Counsel 0.23% Reduce -10.2% 245,049 $12.5M
CIBC Private Wealth Group LLC 0.02% Reduce -32.0% 239,760 $12.2M
Assetmark, Inc. 0.02% Reduce -1.9% 237,396 $12.1M
Oppenheimer & Co. Inc. 0.17% Add +1.0% 234,842 $11.9M
Tudor Investment Corporation 0.07% New 234,268 $11.9M
Private Advisory Group LLC 0.93% Add +25.4% 233,014 $11.9M
Commonwealth Equity Services, LLC 0.02% Reduce -2.7% 231,460 $11.8M
RPG Investment Advisory, LLC 1.32% Add +50.3% 229,265 $11.7M
US Bancorp \de 0.01% Reduce -16.7% 224,413 $11.4M
Jain Global LLC 0.11% Add +102.3% 218,929 $11.1M
Cim, LLC 1.44% Reduce -0.6% 216,085 $11.0M
Heirloom Wealth Management 2.49% Add +52.8% 211,886 $10.8M
JLB & Associates Inc. 1.45% Reduce -3.8% 211,322 $10.8M
Sanctuary Advisors, LLC 0.06% Reduce -1.6% 210,367 $10.7M
Sierra Summit Advisors LLC 1.63% New 208,905 $10.6M
QV Investors Inc. 0.87% Reduce -6.7% 208,268 $10.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.4% 184,170 $10.4M
Capital World Investors 0.00% Reduce -5.5% 199,363 $10.2M
Opal Capital LLC 2.55% — 200,465 $10.2M
Hutchinson Capital Management 1.74% Add +0.3% 199,941 $10.2M
Smithbridge Asset Management Inc. 0.87% Add +110.8% 199,188 $10.1M
Trexquant Investment LP 0.09% New 197,051 $10.0M
O'shaughnessy Asset Management, LLC 0.05% Reduce -12.1% 194,057 $9.9M
TrueMark Investments, LLC 1.88% Add +20.8% 193,853 $9.9M
U.S. Capital Wealth Advisors, LLC 0.26% Add +109.0% 193,752 $9.9M
Northstar Asset Management Inc. 2.50% Reduce -14.5% 190,158 $9.7M
MML Investors Services, LLC 0.02% Reduce -17.9% 189,010 $9.6M
Massachusetts Financial Services Co. 0.00% Add +0.0% 188,444 $9.6M
GMO 0.02% Add +141.4% 184,971 $9.4M
Victory Capital Management Inc. 0.01% Add +92.0% 183,929 $9.4M
HighTower Advisors, LLC 0.01% Reduce -4.2% 183,201 $9.3M
Federation des caisses Desjardins du Quebec 0.04% Reduce -66.8% 180,550 $9.2M
Russell Investments Group, Ltd. 0.01% Reduce -1.7% 178,015 $9.1M
Vontobel Holding Ltd. 0.03% Add +38.3% 176,151 $9.0M
Altrafin AG 2.88% Reduce -29.4% 175,183 $8.9M
Steward Partners Investment Advisory, LLC 0.05% Add +69.6% 174,574 $8.9M
Evergreen Capital Management LLC 0.20% Reduce -9.3% 174,526 $8.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -7.8% 174,408 $8.9M
Knuff & Co LLC 2.58% Reduce -32.6% 171,750 $8.7M
Exchange Traded Concepts, LLC 0.07% Add +59.7% 171,668 $8.7M
Qube Research & Technologies Ltd 0.01% New 171,416 $8.7M
Trillium Asset Management, LLC 0.26% Reduce -11.5% 167,334 $8.6M
Foundation Resource Management Inc. 1.15% Add +0.6% 168,814 $8.6M
ARS Investment Partners, LLC 0.50% Add +9.5% 168,560 $8.6M
Kornitzer Capital Management Inc. 0.18% Add +5.7% 168,145 $8.6M
Manning & Napier Advisors LLC 0.11% Reduce -8.4% 166,932 $8.6M
Cullen/Frost Bankers, Inc. 0.09% Add +45.1% 167,422 $8.5M
Eldred Rock Partners, LLC 2.18% Reduce -10.2% 165,290 $8.4M
Mercer Global Advisors Inc. 0.01% Add +1.6% 164,490 $8.4M
Beacon Investment Advisory Services, Inc. 0.33% Reduce -6.0% 160,761 $8.2M
Glenmede Trust Co. NA 0.04% — 160,761 $8.2M
Birch Capital Management, LLC 4.02% Add +0.1% 158,548 $8.1M
PEAK6 LLC 0.22% Add +8.1% 158,462 $8.1M
Cabot Wealth Management Inc. 0.88% Add +12.3% 157,258 $8.0M
Milford Funds Ltd. 0.16% — 156,298 $8.0M
Atria Investments, Inc 0.09% Reduce -9.3% 152,729 $7.8M
Claret Asset Management Corp 0.91% Add +5.3% 152,610 $7.8M
M. Kulyk & Associates, LLC 1.48% Add +17.1% 152,240 $7.7M
Jones Financial Companies LLLP 0.00% Add +1.3% 151,859 $7.7M
EFG International AG 0.15% — 150,463 $7.7M
Alpine Fox Capital LLC 5.14% Add +145.9% 150,000 $7.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.9% 146,861 $7.5M
Kestra Advisory Services, LLC 0.03% Add +35.7% 146,850 $7.5M
Lhm, Inc. 2.68% No change 141,487 $7.2M
AQR Capital Management 0.00% Add +14.2% 141,410 $7.2M
Obermeyer Wealth Partners 0.33% Reduce -64.2% 140,797 $7.2M
Neuberger Berman Group LLC 0.01% Reduce -15.6% 140,743 $7.2M
Manufacturers Life Insurance Company, The 0.01% New 137,207 $7.0M
Cwm, LLC 0.02% Reduce -5.5% 137,726 $7.0M
Stamos Capital Partners, L.P. 1.13% Add +11.4% 137,598 $7.0M
SCS Capital Management LLC 0.07% Add +0.3% 136,599 $7.0M
Capital Fund Management S.A. 0.07% Reduce -42.0% 136,202 $6.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -4.1% 107,398 $6.8M
Allworth Financial LP 0.03% Add +258.9% 131,741 $6.7M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -5.7% 130,710 $6.7M
Hikari Power Ltd 0.52% No change 130,300 $6.6M
Arrow Capital Pty Ltd 6.34% Add +85.7% 130,000 $6.6M
Vestmark Advisory Solutions, Inc. 0.09% Add +114.4% 128,397 $6.5M
Palisade Capital Management, LP 0.21% Reduce -1.0% 127,098 $6.5M
Phoenix Financial Ltd. 0.07% Add +14.7% 122,154 $6.2M
Captrust Financial Advisors 0.01% Reduce -21.0% 119,563 $6.1M
Evelyn Partners Asset Management Ltd 1.42% Reduce -2.4% 118,579 $6.0M
Choreo, LLC 0.08% Reduce -2.7% 117,028 $6.0M
Sfmg, LLC 0.40% Add +5.1% 116,017 $5.9M
Sphera Funds Management LTD. 1.23% Add +9.5% 115,677 $5.9M
Money Concepts Capital Corp. 0.33% Add +96.4% 115,001 $5.9M
Martin Capital Partners, LLC 2.20% Reduce -2.2% 114,991 $5.9M
McMillan Office, Inc. 0.70% — 114,419 $5.8M
Brown Advisory Inc. 0.01% Add +5.8% 113,301 $5.8M
Carolina Wealth Advisors, LLC 2.56% Reduce -3.5% 112,847 $5.7M
Calamos Advisors LLC 0.03% Reduce -0.3% 111,232 $5.7M
QRG Capital Management, Inc. 0.06% Reduce -14.7% 110,286 $5.6M
Brandywine Financial Group 12.17% — 110,173 $5.6M
Callan Family Office, LLC 0.12% Add +74.2% 108,904 $5.5M
Lynch Asset Management, Inc. 1.73% Reduce -0.3% 108,350 $5.5M
IMC-Chicago, LLC 0.10% Reduce -62.1% 107,215 $5.5M
Headinvest, LLC 1.07% Reduce -6.5% 105,748 $5.4M
Bulltick Wealth Management, LLC 1.14% Reduce -33.0% 105,742 $5.4M
Fiduciary Trust Co 0.06% Reduce -15.3% 104,475 $5.3M
Concurrent Investment Advisors, LLC 0.06% Add +84.0% 100,685 $5.1M
Greenfield Seitz Capital Management, LLC 1.68% Add +3.5% 100,378 $5.1M
Laird Norton Wetherby Trust Company, LLC 0.11% New 100,155 $5.1M
LMR Partners LLP 0.06% Add +7012.4% 100,000 $5.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.12% Reduce -12.4% 99,620 $5.1M
Aperture Investors, LLC 0.70% No change 99,121 $5.0M
Teamwork Financial Advisors, LLC 0.53% Add +233.9% 98,666 $5.0M
Brooklyn Investment Group 0.23% Add +191.2% 96,832 $5.0M
Round Hill Asset Management 3.13% Add +29.0% 97,660 $5.0M
Quadrant Capital Group LLC 0.15% Add +12.3% 94,683 $4.8M
Level Four Advisory Services, LLC 0.16% Reduce -41.1% 94,126 $4.8M
Biondo Investment Advisors, LLC 0.57% Reduce -5.2% 93,371 $4.8M
New York State Common Retirement Fund 0.01% Reduce -7.7% 92,956 $4.7M
XXEC, Inc. 4.72% Reduce -6.3% 92,835 $4.7M
Nicholas Company, Inc. 0.08% No change 90,890 $4.6M
Banco Santander, S.A. 0.03% Add +7.1% 90,564 $4.6M
Acadian Asset Management LLC 0.01% Reduce -59.1% 89,729 $4.6M
Korea Investment CORP 0.01% Add +17.6% 89,531 $4.6M
Capital International, Inc. 0.04% Reduce -62.4% 87,935 $4.5M
Fortis Group Advisors, LLC 0.75% Add +504.9% 75,204 $4.5M
Private Advisor Group, LLC 0.02% Add +8.2% 87,770 $4.5M
&partners 0.02% Add +30.6% 86,172 $4.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -31.0% 87,224 $4.4M
Banque Pictet & Cie SA 0.04% Add +68.2% 86,648 $4.4M
Lester Murray Antman dba SimplyRich 1.15% Add +1.9% 86,247 $4.4M
NewEdge Advisors, LLC 0.02% Add +2.7% 86,011 $4.4M
Todd Asset Management LLC 0.08% Add +35.8% 83,329 $4.2M
Marietta Investment Partners LLC 0.84% Reduce -16.4% 82,999 $4.2M
Wedbush Securities Inc. 0.12% Reduce -3.2% 82,964 $4.2M
Teachers Retirement System of the State of Kentucky 0.03% Add +35.8% 82,740 $4.2M
Marathon Capital Management 0.91% Add +43.9% 82,705 $4.2M
Eastern Bank 0.07% Reduce -9.7% 82,377 $4.2M
Caption Management, LLC 0.19% New 80,171 $4.1M
Arkadios Wealth Advisors 0.08% Add +142.5% 79,544 $4.0M
Brookmont Capital Management 2.32% Add +0.0% 78,859 $4.0M
St Germain D J Co. Inc. 0.16% Reduce -1.0% 78,533 $4.0M
Kanen Wealth Management LLC 1.20% New 75,500 $4.0M
CWA Asset Management Group, LLC 0.14% Add +131.9% 76,993 $3.9M
M&T Bank Corp 0.01% Reduce -3.1% 76,319 $3.9M
Intesa Sanpaolo Wealth Management 0.80% — 75,600 $3.8M
Borer Denton & Associates, Inc. 1.30% Reduce -8.1% 75,532 $3.8M
Sivik Global Healthcare LLC 1.86% New 75,000 $3.8M
Quantitative Investment Management, LLC 0.37% Reduce -62.3% 74,969 $3.8M
Ipswich Investment Management Co., Inc. 0.87% Reduce -1.5% 73,898 $3.8M
Eagle Global Advisors LLC 0.14% Reduce -4.3% 73,851 $3.8M
Nilsine Partners, LLC 0.32% Add +0.1% 73,651 $3.7M
Capital Investment Counsel, LLC 0.52% New 73,253 $3.7M
Rathbones Group PLC 0.01% Add +79.0% 73,138 $3.7M
Farther Finance Advisors, LLC 0.04% Reduce -11.0% 73,101 $3.7M
Peapack Gladstone Financial Corp. 0.05% Reduce -25.6% 73,091 $3.7M
Americana Partners, LLC 0.10% Add +21.4% 70,807 $3.6M
Strategic Planning, Inc. 1.94% New 70,653 $3.6M
Pinnacle Associates Ltd. 0.05% Add +38.2% 70,491 $3.6M
Third View Private Wealth, LLC 0.48% — 70,075 $3.6M
Hara Capital LLC 1.98% Add +50.7% 69,954 $3.6M
NewEdge Wealth, LLC 0.04% Reduce -3.4% 69,766 $3.5M
Lafayette Investments, Inc. 0.66% Add +0.4% 69,138 $3.5M
KMG Fiduciary Partners, LLC 0.25% Reduce -1.6% 68,937 $3.5M
Guardian Partners Inc. 0.28% Reduce -44.5% 74,540 $3.5M
BLKBRD Asset Management, LP 4.62% Reduce -75.8% 67,544 $3.4M
Avidity Partners Management LP 0.99% New 67,300 $3.4M
Perigon Wealth Management, LLC 0.06% Add +38.9% 67,208 $3.4M
Mengis Capital Management, Inc. 0.60% Add +303.2% 66,694 $3.4M
Hantz Financial Services, Inc. 0.05% Add +15.7% 66,465 $3.4M
Azzad Asset Management Inc. 0.33% Add +0.7% 65,646 $3.3M
Atwater Malick LLC 0.91% Reduce -9.2% 64,886 $3.3M
EagleClaw Capital Managment, LLC 0.48% Add +0.8% 64,650 $3.3M
Hohimer Wealth Management, LLC 0.44% Add +124.7% 63,763 $3.2M
TD Waterhouse Canada Inc. 0.02% Reduce -8.7% 63,446 $3.2M
HRT Financial LP 0.01% Reduce -73.7% 63,378 $3.2M
Thompson Siegel & Walmsley LLC 0.05% Reduce -2.8% 63,246 $3.2M
McCarter Private Wealth Services LLC 1.44% Add +4.9% 62,759 $3.2M
Bleakley Financial Group, LLC 0.06% Add +2.0% 62,543 $3.2M
Eastover Investment Advisors LLC 1.40% Add +4.4% 62,453 $3.2M
Meridian Investment Counsel Inc. 0.76% Add +12.2% 62,252 $3.2M
CMT Capital Markets Trading GmbH 2.10% Add +5.0% 62,226 $3.2M
Boston Common Asset Management, LLC 0.19% Reduce -6.8% 61,958 $3.2M
Signaturefd, LLC 0.05% Reduce -6.8% 61,241 $3.1M
Peloton Wealth Strategists 1.24% Add +65.9% 61,180 $3.1M
Apollon Wealth Management, LLC 0.05% Add +11.1% 60,830 $3.1M
Snowden Capital Advisors LLC 0.08% Add +60.0% 60,555 $3.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% Add +335.2% 59,444 $3.1M
Beutel, Goodman & Co Ltd. 0.02% Reduce -5.4% 60,013 $3.1M
Wendell David Associates Inc. 0.31% Reduce -9.2% 59,793 $3.0M
FourThought Financial Partners, LLC 0.26% Reduce -4.6% 59,691 $3.0M
Factory Mutual Insurance Co. 0.03% No change 59,614 $3.0M
Brown, Lisle/Cummings, Inc. 0.74% Add +7.7% 59,095 $3.0M
Crossmark Global Holdings, Inc. 0.04% Add +2.7% 58,905 $3.0M
Ritholtz Wealth Management 0.05% Reduce -19.7% 58,739 $3.0M
Ssa Swiss Advisors AG 1.39% Reduce -2.3% 58,536 $3.0M
Bennett Selby Investments LP 0.96% Add +4.9% 58,427 $3.0M
Bank Hapoalim BM 0.26% Add +76.4% 57,570 $2.9M
Prime Capital Investment Advisors, LLC 0.04% Reduce -1.8% 57,540 $2.9M
Allen Capital Group, LLC 0.27% Reduce -1.4% 57,464 $2.9M
Iams Wealth Management, LLC 1.05% Add +15.6% 56,963 $2.9M
Capital Advisory Group Advisory Services, LLC 0.85% Reduce -0.8% 56,916 $2.9M
Harbour Investment Management LLC 1.52% Reduce -24.3% 56,480 $2.9M
Rhumbline Advisers 0.00% Reduce -2.3% 56,080 $2.9M
UMB Bank, n.a. 0.04% Add +18.6% 55,552 $2.8M
Motley Fool Wealth Management, LLC 0.22% Reduce -17.6% 55,362 $2.8M
RKL Wealth Management LLC 0.23% Reduce -31.7% 54,311 $2.8M
Campbell & CO Investment Adviser LLC 0.13% Add +169.2% 53,853 $2.7M
Autumn Glory Partners, LLC 0.96% Add +11.6% 53,634 $2.7M
Advisory Services Network, LLC 0.04% Reduce -46.0% 53,385 $2.7M
Eukles Asset Management 1.05% No change 52,933 $2.7M
Dynamic Advisor Solutions LLC 0.09% Add +70.0% 52,856 $2.7M
Journey Retirement Planning & Investment Management LLC 0.53% — 50,860 $2.6M
Old National Bancorp 0.04% Add +317.9% 50,785 $2.6M
Group One Trading LLC 0.08% Reduce -71.8% 50,274 $2.6M
Havemeyer Place LP 0.50% — 50,223 $2.6M
Keybank National Association 0.01% Reduce -11.9% 50,211 $2.6M
Loudon Investment Management, LLC 1.33% Reduce -9.4% 50,183 $2.6M
Truffle Hound Capital, LLC 1.49% No change 50,000 $2.5M
Ieq Capital, LLC 0.01% Add +4.3% 49,990 $2.5M
Bank of Nova Scotia 0.00% Add +71.3% 49,967 $2.5M
Auxano Advisors, LLC 0.50% Add +6.5% 49,904 $2.5M
Longfellow Investment Management Co. LLC 0.57% No change 49,800 $2.5M
Bfsg, LLC 0.24% Reduce -60.2% 49,290 $2.5M
Henry James International Management Inc. 0.79% Reduce -0.0% 49,201 $2.5M
Tevis Investment Management 1.49% No change 44,700 $2.5M
Mutual Advisors, LLC 0.05% Add +2.0% 48,523 $2.5M
1832 Asset Management L.P. 0.00% New 48,375 $2.5M
Wilson & Boucher Capital Management, LLC 1.60% Reduce -6.1% 48,038 $2.4M
Sawyer & Company, Inc 0.86% Reduce -16.1% 47,573 $2.4M
Rodgers Brothers Inc. 0.29% New 47,350 $2.4M
Equitable Trust Co. 0.11% Reduce -1.6% 47,310 $2.4M
SouthState Bank Corp 0.11% Reduce -1.7% 47,013 $2.4M
Bradley Foster & Sargent Inc. 0.03% Reduce -2.8% 46,688 $2.4M
Capital Research Global Investors 0.00% Reduce -5.9% 46,323 $2.4M
Meridian Wealth Management, LLC 0.08% Add +265.7% 46,335 $2.4M
Yousif Capital Management, LLC 0.03% No change 38,849 $2.4M
Blair William & Co. 0.01% Add +27.5% 46,270 $2.4M
Ethic Inc. 0.04% Reduce -33.1% 46,270 $2.4M
Sentinel Trust Co. Lba 0.23% No change 46,238 $2.4M
Portside Wealth Group, LLC 0.32% Reduce -6.4% 46,237 $2.4M
WealthTrust Axiom LLC 0.60% Add +28.0% 46,063 $2.3M
Financial Gravity Asset Management, Inc. 0.45% Add +18.3% 46,020 $2.3M
D.A. Davidson & Co. 0.01% Add +13.4% 45,631 $2.3M
Parallax Volatility Advisers, L.P. 0.08% Add +189.0% 45,426 $2.3M
Park Avenue Securities LLC 0.02% Reduce -30.4% 45,335 $2.3M
Cardinal Capital Management 0.31% Reduce -10.5% 45,310 $2.3M
Coppell Advisory Solutions LLC 0.23% Add +23.4% 44,997 $2.3M
Compagnie Lombard Odier SCmA 0.03% Reduce -1.5% 45,160 $2.3M
Aurora Investment Counsel 1.19% Add +14.8% 44,385 $2.3M
ICW Investment Advisors LLC 0.82% Reduce -0.5% 44,340 $2.3M
Equitable Holdings, Inc. 0.02% Reduce -9.5% 44,289 $2.3M
Caprock Group, LLC 0.05% Reduce -10.6% 44,097 $2.2M
Sterling Capital Management LLC 0.04% Add +9.1% 43,772 $2.2M
Parallel Advisors, LLC 0.04% Reduce -4.7% 43,718 $2.2M
Merit Financial Group, LLC 0.02% Add +113.1% 43,039 $2.2M
Beverly Hills Private Wealth, LLC 0.38% Reduce -6.4% 42,981 $2.2M
Coldstream Capital Management Inc. 0.03% Reduce -5.5% 42,697 $2.2M
MAI Capital Management 0.01% Reduce -1.3% 42,696 $2.2M
Fifth Third Bancorp 0.01% Add +2.4% 42,160 $2.1M
Cantor Fitzgerald Investment Advisors L.P. 0.16% Add +80.5% 42,100 $2.1M
LYNX Capital Group Ltd. 0.98% Reduce -1.2% 42,096 $2.1M
Ravenswood Partners LP 0.71% Add +3.0% 41,825 $2.1M
Vident Advisory, LLC 0.02% Reduce -10.6% 41,663 $2.1M
Stratos Wealth Partners, LTD. 0.02% Add +13.9% 41,591 $2.1M
Brooklands Fund Management Ltd 1.12% — 35,470 $2.1M
North Star Asset Management Inc. 0.08% Reduce -3.8% 41,046 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -0.3% 40,911 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -2.5% 40,429 $2.1M
Destination Wealth Management 0.05% Reduce -4.0% 40,183 $2.0M
Bessemer Group Inc. 0.00% Reduce -29.7% 40,020 $2.0M
State of Wisconsin Investment Board 0.00% New 40,000 $2.0M
Centaurus Financial, Inc. 0.09% Add +49.6% 39,747 $2.0M
Harbour Trust & Investment Management Co 0.21% Reduce -60.9% 39,696 $2.0M
Greenline Partners, LLC 0.23% New 39,476 $2.0M
Sequoia Financial Advisors, LLC 0.01% Add +17.9% 39,408 $2.0M
Pinnbrook Capital Management LP 0.51% New 39,141 $2.0M
Walled Lake Planning & Wealth Management, LLC 0.63% Add +251.7% 38,985 $2.0M
Independent Advisor Alliance 0.05% Add +2.2% 38,789 $2.0M
Ted Buchan & Co 0.72% Add +40.1% 38,539 $2.0M
RFG Advisory, LLC 0.04% Reduce -29.6% 37,988 $1.9M
Torrey Growth & Income Advisors 0.67% Add +673.2% 37,893 $1.9M
Patten & Patten Inc. 0.11% Add +14.4% 37,553 $1.9M
Rare Wolf Capital LLC 1.19% — 37,465 $1.9M
EP Wealth Advisors, LLC 0.01% — 37,248 $1.9M
Boston Family Office LLC 0.12% Add +4.1% 37,120 $1.9M
Norman Fields, Gottscho Capital Management, LLC 0.61% Reduce -18.2% 36,937 $1.9M
Rwa Wealth Partners, LLC 0.02% Reduce -81.1% 36,710 $1.9M
XTX Topco Ltd 0.05% Add +431.2% 36,518 $1.9M
Roundview Capital LLC 0.11% Reduce -7.1% 36,404 $1.9M
Garrison Point Advisors, LLC 0.82% No change 36,268 $1.8M
Choate Investment Advisors 0.04% Reduce -70.0% 36,221 $1.8M
Beacon Pointe Advisors, LLC 0.01% Add +42.0% 36,039 $1.8M
Three Bridge Wealth Advisors, LLC 0.48% Add +9.5% 35,871 $1.8M
Burkett Asset Management Ltd 1.84% — 35,835 $1.8M
A. D. Beadell Investment Counsel, Inc. 1.19% Add +4.7% 35,833 $1.8M
Benedict Financial Advisors Inc. 0.38% Reduce -0.7% 35,527 $1.8M
Vise Technologies, Inc. 0.04% Add +31.7% 35,214 $1.8M
Woodmont Investment Counsel LLC 0.11% Reduce -4.0% 35,064 $1.8M
JCIC Asset Management Inc. 0.55% Reduce -3.0% 35,014 $1.8M
Lighthouse Investment Partners, LLC 0.06% New 35,000 $1.8M
Voya Investment Management LLC 0.00% Add +19.3% 34,940 $1.8M
Greenleaf Trust 0.02% Add +1.4% 34,504 $1.8M
Dorsey & Whitney Trust CO LLC 0.09% Add +19.1% 34,369 $1.7M
Advisors Asset Management, Inc. 0.03% Reduce -20.6% 34,255 $1.7M
Romano Brothers and Company 0.20% Add +704.0% 34,236 $1.7M
Allen Wealth Management, LLC 1.05% Add +10.5% 34,151 $1.7M
Cresset Asset Management, LLC 0.01% Add +5.0% 33,936 $1.7M
Benjamin Edwards Inc. 0.02% Add +15.5% 33,901 $1.7M
Augustine Asset Management Inc. 0.34% Reduce -2.3% 33,848 $1.7M
Global Retirement Partners, LLC 0.03% Add +143.5% 33,703 $1.7M
Venturi Wealth Management, LLC 0.08% Add +3.9% 33,373 $1.7M
Savvy Advisors, Inc. 0.05% Reduce -31.7% 33,327 $1.7M
Principal Securities, Inc. 0.03% Add +2.0% 33,265 $1.7M
J.W. Cole Advisors, Inc. 0.04% Add +103.6% 34,691 $1.7M
Longitude (Cayman) Ltd. 1.45% — 33,000 $1.7M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -6.6% 32,921 $1.7M
Naples Global Advisors, LLC 0.12% Add +29.0% 32,672 $1.7M
Potomac Fund Management Inc. 0.06% Add +66.9% 32,510 $1.7M
Sepio Capital, LP 0.09% Reduce -3.2% 32,508 $1.7M
Guggenheim Capital LLC 0.01% Add +9.8% 32,285 $1.6M
Flow Traders U.S. LLC 0.05% Reduce -21.7% 32,196 $1.6M
Naviter Wealth, LLC 0.21% Reduce -27.9% 32,131 $1.6M
Y-Intercept (Hong Kong) Ltd 0.04% Add +50.1% 31,886 $1.6M
Manhattan West Asset Management, LLC 0.33% Reduce -21.2% 31,811 $1.6M
Marshall Financial Group, LLC 0.31% Add +711.1% 31,689 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -64.7% 30,744 $1.6M
Acumen Wealth Advisors, LLC 0.46% — 31,601 $1.6M
Cox Capital Mgt LLC 1.00% Add +7.0% 26,900 $1.6M
Channing Global Advisors, LLC 1.03% Add +32.0% 31,526 $1.6M
Kavar Capital Partners Group, LLC 0.22% Reduce -3.4% 31,509 $1.6M
Commons Capital, LLC 1.13% Add +5.0% 31,500 $1.6M
Voleon Capital Management LP 0.03% New 31,433 $1.6M
DGS Capital Management, LLC 0.27% Add +6.6% 31,281 $1.6M
Global X Japan Co., Ltd. 0.12% Add +48.5% 30,893 $1.6M
Pinnacle Financial Partners, Inc. 0.01% — 30,883 $1.6M
Exencial Wealth Advisors, LLC 0.05% Add +18.2% 30,626 $1.6M
Kestra Private Wealth Services, LLC 0.02% Add +40.8% 30,342 $1.5M
Compound Planning, Inc. 0.05% Add +8.2% 30,337 $1.5M
Clean Yield Group 0.43% No change 30,141 $1.5M
HighPoint Advisor Group LLC 0.03% Add +51.0% 30,079 $1.5M
Frank, Rimerman Advisors LLC 0.10% Add +38.8% 30,069 $1.5M
HB Wealth Management, LLC 0.01% Reduce -8.0% 29,959 $1.5M
Stephens Inc. 0.02% Add +19.2% 29,946 $1.5M
Mattern Capital Management, LLC 0.18% Add +50.6% 29,800 $1.5M
MMBG Investment Advisors Co. 0.13% Reduce -5.9% 29,755 $1.5M
Ingalls & Snyder LLC 0.06% Reduce -36.9% 29,478 $1.5M
Karani Asset Management LLC 1.31% Reduce -20.7% 29,340 $1.5M
Aureus Asset Management, LLC 0.10% Reduce -1.5% 29,304 $1.5M
Strive Financial Group ,LLC 0.79% — 29,188 $1.5M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -5.3% 29,016 $1.5M
Regions Financial Corp. 0.01% Add +46.1% 29,003 $1.5M
Grace & White Inc. 0.27% No change 29,000 $1.5M
Forum Financial Management, LP 0.02% Reduce -0.1% 28,571 $1.5M
Lockheed Martin Investment Management Co. 0.05% No change 27,950 $1.4M
Ballentine Partners, LLC 0.02% Reduce -3.1% 27,892 $1.4M
Advisory Resource Group 0.25% Add +22.2% 27,523 $1.4M
Baron Capital (BAMCO) 0.00% Add +27.9% 27,426 $1.4M
Fortune Financial Advisors, LLC 0.93% Reduce -8.2% 27,127 $1.4M
Union Heritage Capital, LLC 0.47% Reduce -27.9% 27,073 $1.4M
Burney Co./ 0.04% New 27,010 $1.4M
Chicago Partners Investment Group LLC 0.03% Add +8.3% 22,072 $1.4M
Harrington Investments, INC 0.69% Add +4.5% 26,919 $1.4M
IFP Advisors, Inc 0.03% Add +96.3% 26,917 $1.4M
Virtu Financial LLC 0.05% Reduce -21.9% 26,795 $1.4M
Abacus Wealth Partners, LLC 0.13% New 26,665 $1.4M
FORA Capital, LLC 0.16% Reduce -11.7% 19,726 $1.3M
Roberts Glore & Co. Inc. 0.35% Reduce -2.5% 26,148 $1.3M
Teewinot Capital Advisers, L.L.C. 0.10% No change 26,125 $1.3M
Qtron Investments LLC 0.17% Reduce -6.0% 26,006 $1.3M
Trust Co. of Vermont 0.06% Add +1.1% 25,899 $1.3M
Limestone Investment Advisors LP 0.94% Reduce -31.8% 25,777 $1.3M
Tidal Investments LLC 0.01% Reduce -53.3% 25,587 $1.3M
GC Wealth Management RIA, LLC 0.05% Add +26.0% 25,533 $1.3M
Bangor Savings Bank 0.10% Reduce -8.8% 25,516 $1.3M
SBI Securities Co., Ltd. 0.03% Add +2.5% 25,499 $1.3M
Forefront Wealth Management Inc. 0.93% New 25,451 $1.3M
Performance Wealth Partners, LLC 0.04% Reduce -7.0% 25,409 $1.3M
Chilton Investment Co. Inc. 0.03% New 25,397 $1.3M
Alliance Wealth Advisors, LLC 0.28% Reduce -24.4% 25,278 $1.3M
GUARDCAP ASSET MANAGEMENT Ltd 0.03% Reduce -0.5% 25,221 $1.3M
DKRT Investments Corp. 0.36% No change 25,000 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -14.4% 24,984 $1.3M
Private Wealth Partners, LLC 0.09% Add +15.3% 24,950 $1.3M
Grey Ledge Advisors, LLC 0.29% Reduce -0.6% 24,944 $1.3M
Freestone Capital Holdings, LLC 0.04% Reduce -56.3% 24,924 $1.3M
Sit Investment Associates Inc. 0.02% No change 24,650 $1.3M
Trivant Custom Portfolio Group, LLC 0.72% Add +2.5% 24,604 $1.3M
Runnymede Capital Advisors, Inc. 0.72% New 24,604 $1.3M
Union Bancaire Privee, UBP SA 0.01% Add +1.2% 28,590 $1.2M
CIBC Asset Management Inc 0.00% Reduce -28.0% 24,487 $1.2M
Icon Wealth Advisors, LLC 0.08% Reduce -36.0% 24,527 $1.2M
Schroder Investment Management Group 0.00% Add +1.4% 24,048 $1.2M
Penobscot Investment Management Company, Inc. 0.09% Reduce -1.7% 24,005 $1.2M
Avior Wealth Management, LLC 0.04% Add +6.6% 23,801 $1.2M
Rossmore Private Capital 0.11% Add +3.0% 23,700 $1.2M
Diversify Wealth Management, LLC 0.06% Reduce -18.9% 20,131 $1.2M
Hikari Tsushin, Inc. 0.08% No change 23,512 $1.2M
Capital Group Private Client Services, Inc. 0.02% Reduce -22.8% 23,237 $1.2M
Profund Advisors LLC 0.04% Add +162.5% 23,210 $1.2M
Cinctive Capital Management LP 0.07% New 23,154 $1.2M
Baldwin Wealth Partners LLC 0.07% Reduce -29.2% 23,036 $1.2M
SeaCrest Wealth Management, LLC 0.12% Add +320.6% 20,703 $1.2M
Norden Group LLC 0.11% Reduce -31.1% 23,001 $1.2M
GeoWealth Management, LLC 0.04% Add +36.9% 22,974 $1.2M
Nia Impact Advisors, LLC 0.39% No change 22,900 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -32.5% 22,809 $1.2M
First Growth Capital LLC 1.02% — 23,585 $1.1M
IHT Wealth Management, LLC 0.03% Reduce -11.3% 22,579 $1.1M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.58% Add +73.1% 22,500 $1.1M
Aaron Wealth Advisors LLC 0.06% Add +37.6% 22,338 $1.1M
Headlands Technologies LLC 0.09% New 22,054 $1.1M
Banque Cantonale Vaudoise 0.04% Add +9.9% 21,955 $1.1M
Belpointe Asset Management LLC 0.04% Add +20.7% 21,951 $1.1M
Intellectus Partners, LLC 0.22% Add +74.0% 21,908 $1.1M
Personal Cfo Solutions, LLC 0.18% Add +1.4% 21,870 $1.1M
Sax Wealth Advisors, LLC 0.05% Reduce -0.6% 21,751 $1.1M
PCM Encore, LLC 0.23% — 21,708 $1.1M
PFG Investments, LLC 0.05% Add +58.2% 21,666 $1.1M
Texas Yale Capital Corp. 0.03% Reduce -3.8% 21,649 $1.1M
Oak Associates Ltd. 0.07% Add +32.0% 21,642 $1.1M
Signet Investment Advisory Group, Inc. 0.51% No change 21,600 $1.1M
Baldwin Investment Management, LLC 0.12% Reduce -1.5% 21,549 $1.1M
Welch & Forbes LLC 0.01% Reduce -0.2% 21,512 $1.1M
Joel Isaacson & Co., LLC 0.04% Add +1.9% 21,484 $1.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.08% Add +26.8% 21,475 $1.1M
NBT Bank, N.A. 0.07% Add +0.2% 21,451 $1.1M
Checchi Capital Advisers, LLC 0.07% Reduce -11.6% 21,388 $1.1M
Ballast Advisors LLC 0.30% Reduce -1.7% 21,359 $1.1M
Sunbelt Securities, Inc. 0.07% Add +1.5% 21,316 $1.1M
Zions Bancorporation, National Association 0.05% Reduce -40.9% 21,316 $1.1M
Carnegie Lake Advisors LLC 0.41% Add +5.1% 21,175 $1.1M
Chilton Capital Management LLC 0.04% Reduce -0.8% 21,087 $1.1M
Gibbs Wealth Management 0.26% Reduce -16.2% 18,208 $1.1M
Valeo Financial Advisors, LLC 0.02% Reduce -4.5% 21,005 $1.1M
Claro Advisors Inc. 0.15% Reduce -0.5% 20,919 $1.1M
Mission Wealth Management, LP 0.02% Reduce -4.9% 20,760 $1.1M
Sava Infond d.o.o. 0.14% Reduce -8.8% 20,725 $1.1M
Swmg, LLC 0.29% No change 22,122 $1.1M
Nicollet Investment Management, Inc. 0.33% Reduce -46.9% 20,572 $1.0M
Bank of New Hampshire 0.24% Reduce -8.1% 20,553 $1.0M
Stablepoint Partners, LLC 0.16% Reduce -14.4% 20,551 $1.0M
Capital Advisors Inc. 0.02% Reduce -2.0% 20,311 $1.0M
Independent Financial Group, LLC 0.02% Add +34.7% 20,306 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -3.3% 20,217 $1.0M
Disciplined Investors, L.L.C. 0.68% New 20,233 $1.0M
Alliancebernstein L.P. 0.00% Reduce -2.4% 20,230 $1.0M
Ironwood Investment Management LLC 0.43% Reduce -1.5% 20,103 $1.0M
Boothbay Fund Management, LLC 0.03% Add +67.3% 20,043 $1.0M
Inspire Trust Co, N.A. 0.17% Reduce -42.9% 20,000 $1.0M
Novem Group 0.12% New 19,938 $1.0M
J. Goldman & Co LP 0.04% Reduce -60.4% 19,799 $1.0M
Legacy Capital Group California, Inc. 0.24% Add +2.9% 19,694 $1.0M
Kennedy Investment Group, Inc. 0.38% New 19,672 $1.0M
Smart Money Group LLC 0.29% Add +7.0% 19,646 $1000K
Commerce Bank 0.01% Reduce -6.7% 19,530 $994K
Hirtle & Co., LLC 0.04% No change 19,457 $990K
Hunter Associates Investment Management LLC 0.13% Reduce -5.9% 19,498 $989K
Natural Investments, LLC 0.25% Add +0.2% 19,432 $988K
Altfest L J & Co. Inc. 0.11% Add +1.4% 19,377 $986K
Sapient Capital LLC 0.01% Add +4.4% 19,186 $983K
Demars Financial Group, LLC 0.33% Add +17.9% 19,269 $980K
Integrity Alliance, Llc. 0.04% Add +109.8% 18,930 $963K
Diamant Asset Management, Inc. 0.69% Reduce -14.9% 18,840 $959K
West Family Investments, Inc. 0.22% Reduce -14.0% 18,671 $950K
SkyView Investment Advisors, LLC 0.12% Add +1.6% 18,659 $949K
Rehmann Capital Advisory Group 0.05% Add +33.6% 18,552 $944K
Logan Capital Management Inc. 0.04% Reduce -7.8% 18,511 $942K
Global Trust Asset Management, LLC 0.37% Reduce -14.0% 18,345 $933K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -5.8% 18,175 $925K
Moors & Cabot, Inc. 0.04% Reduce -11.5% 18,094 $921K
Hemenway Trust Co LLC 0.07% Reduce -76.9% 18,090 $920K
Bath Savings Trust Co 0.09% Reduce -30.7% 18,016 $917K
Parr McKnight Wealth Management Group, LLC 0.12% Reduce -34.6% 17,915 $912K
Florida Trust Wealth Management Co 0.03% Reduce -44.6% 17,905 $911K
Banco de Sabadell, S.A 0.59% Reduce -0.6% 17,900 $911K
Fairfield, Bush & Co. 0.48% Add +1.6% 17,814 $906K
Human Investing LLC 0.13% Reduce -5.4% 17,791 $905K
Vista Investment Management 0.30% Reduce -15.6% 17,766 $904K
Wesbanco Bank Inc. 0.02% Reduce -77.1% 17,553 $893K
180 Wealth Advisors, LLC 0.10% Add +33.7% 17,312 $881K
Lakeside Advisors, INC. 0.56% Reduce -3.1% 17,300 $880K
Smartleaf Asset Management LLC 0.03% Reduce -12.7% 17,135 $878K
Outfitters Financial LLC 0.68% Reduce -5.8% 17,010 $865K
Insigneo Advisory Services, LLC 0.06% Reduce -33.4% 16,955 $863K
Aigen Investment Management, LP 0.20% New 16,917 $861K
Raelipskie Partnership 0.36% Reduce -3.6% 16,882 $859K
LOM Asset Management Ltd 0.24% Reduce -0.2% 16,450 $837K
Summit Financial Wealth Advisors, LLC 0.12% Add +83.5% 16,392 $834K
Vienna Asset Management LLC 0.47% Add +42.1% 16,360 $832K
Delaney Dennis R 0.42% Reduce -23.6% 16,250 $827K
Johnson Investment Counsel Inc. 0.01% Reduce -3.3% 16,192 $824K
Cacti Asset Management LLC 0.05% No change 16,000 $824K
MSH Capital Advisors LLC 0.18% Add +4.7% 16,150 $822K
Clear Creek Financial Management, LLC 0.07% New 16,138 $821K
Fairview Capital Investment Management, LLC 0.04% No change 16,070 $818K
Toronto Dominion Bank 0.00% Reduce -1.0% 16,048 $816K
Kingswood Wealth Advisors, LLC 0.04% Add +32.4% 15,813 $805K
Wealth Quarterback LLC 0.29% Reduce -22.6% 15,809 $804K
Donaldson Capital Management, LLC 0.03% Reduce -1.1% 15,794 $804K
Integrated Advisors Network LLC 0.04% Reduce -4.3% 15,684 $798K
Venture Visionary Partners LLC 0.03% Add +229.6% 15,596 $794K
Brookstone Capital Management 0.01% Reduce -34.8% 15,555 $791K
Convergence Financial, LLC 0.12% Add +5.6% 15,546 $791K
SageView Advisory Group, LLC 0.03% Reduce -39.4% 15,469 $787K
Wealthspire Advisors, LLC 0.01% Reduce -47.4% 15,452 $786K
Bond & Devick Financial Network, Inc. 0.22% Add +3.7% 15,422 $785K
Horizon Kinetics Asset Management LLC 0.01% No change 15,350 $781K
Roehl & Yi Investment Advisors, LLC 0.31% Reduce -11.7% 15,333 $780K
Integrated Wealth Concepts LLC 0.01% Reduce -42.4% 15,222 $775K
Family Legacy, Inc. 0.23% Reduce -5.9% 15,214 $774K
Sagespring Wealth Partners, LLC 0.01% Reduce -11.0% 15,166 $772K
Jamison Private Wealth Management, Inc. 0.09% Add +33.0% 14,956 $761K
Great Diamond Partners, LLC 0.15% Reduce -0.9% 14,855 $756K
Abel Hall, LLC 0.18% Add +87.3% 14,852 $756K
Atlantic Union Bankshares Corp 0.01% Add +0.6% 14,792 $753K
Bull Street Advisors, LLC 0.35% No change 14,770 $751K
Mitchell & Pahl Private Wealth, LLC 0.31% Reduce -1.5% 14,729 $749K
Red Door Wealth Management, LLC 0.08% Reduce -0.7% 14,593 $742K
Ameritas Advisory Services, LLC 0.03% Reduce -24.7% 14,591 $742K
Highland Capital Management, LLC 0.04% Reduce -10.5% 14,500 $738K
First Citizens Bank & Trust Co. 0.02% Reduce -12.4% 14,421 $734K
49 Wealth Management, LLC 0.06% Add +100.1% 14,413 $733K
White Knight Strategic Wealth Advisors, LLC 0.54% New 14,391 $732K
PDS Planning, Inc 0.05% Add +22.5% 14,376 $731K
First American Trust, FSB 0.05% Reduce -15.6% 14,346 $730K
Marotta Asset Management 0.13% Reduce -1.6% 14,297 $727K
Huntington National Bank 0.01% Reduce -17.6% 14,276 $726K
Clearstead Advisors, LLC 0.01% Reduce -23.3% 14,152 $720K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -18.6% 13,961 $710K
AE Wealth Management LLC 0.00% Add +54.7% 13,747 $699K
Bridgewater Advisors Inc. 0.05% Add +1.4% 11,756 $697K
Cannell & Spears LLC 0.01% Add +13.2% 13,522 $688K
Intesa Sanpaolo S.p.A. 0.04% — 13,425 $688K
Avaii Wealth Management, LLC 0.25% Add +209.7% 13,437 $684K
HBK Sorce Advisory LLC 0.02% Add +28.3% 14,327 $683K
World Investment Advisors 0.01% Reduce -26.0% 13,403 $682K
Global Strategic Investment Solutions, LLC 0.07% No change 13,380 $681K
Avidian Wealth Enterprises, LLC 0.02% Reduce -10.0% 13,341 $679K
Central Bank & Trust Co. 0.10% Reduce -9.5% 13,253 $674K
Arax Advisory Partners 0.02% Reduce -37.3% 13,165 $670K
Baker Tilly Wealth Management, LLC 0.17% Reduce -9.5% 13,162 $670K
TD Private Client Wealth LLC 0.01% Add +94.4% 13,063 $665K
Confluence Investment Management LLC 0.01% Add +10.3% 13,043 $664K
Capital Insight Partners, LLC 0.14% Reduce -70.6% 13,033 $663K
Resources Management Corp. /CT/ 0.09% Reduce -2.4% 13,000 $661K
Harrell Investment Partners, LLC 0.15% Reduce -9.1% 12,876 $655K
Anchor Investment Management, LLC 0.05% Reduce -0.3% 12,807 $652K
Mystic Asset Management, Inc. 0.15% Add +2.8% 12,800 $651K
Argonautica Private Wealth Management, Inc. 0.19% Add +46.0% 12,661 $644K
Tempus Wealth Planning, LLC 0.15% New 12,586 $640K
Wedmont Private Capital 0.02% Add +5.1% 11,308 $640K
Giverny Capital 0.02% No change 12,400 $631K
Institute for Wealth Management, LLC. 0.07% Reduce -22.0% 12,344 $628K
Rakuten Securities, Inc. 0.20% Add +23.8% 12,252 $623K
Savant Capital, LLC 0.00% Add +5.4% 12,215 $622K
Connable Office Inc. 0.06% No change 12,209 $621K
Bar Harbor Wealth Management 0.04% Reduce -17.7% 12,167 $619K
Quintet Private Bank (Europe) S.A. 0.04% No change 12,165 $619K
May Hill Capital, LLC 0.17% Add +44.0% 12,106 $616K
Verity Asset Management, Inc. 0.26% Reduce -70.2% 12,076 $614K
WJ Financial Advisors LLC 0.55% Add +134.2% 12,058 $614K
Carson Advisory Inc. 0.32% Reduce -1.0% 12,048 $613K
Unique Wealth Strategies, LLC 0.24% New 12,045 $613K
Boston Trust Walden Corp 0.00% No change 12,036 $612K
Jacobi Capital Management LLC 0.04% Reduce -38.6% 12,024 $612K
Great Valley Advisor Group, Inc. 0.01% Reduce -8.9% 12,011 $612K
Procyon Advisors, LLC 0.03% Reduce -28.8% 12,011 $611K
Doliver Advisors, LP 0.15% Reduce -7.5% 11,984 $610K
Rothschild Investment LLC 0.03% Reduce -19.0% 11,935 $607K
Balboa Wealth Partners 0.10% Reduce -0.1% 11,901 $606K
Summit Financial, LLC 0.01% Add +19.5% 11,866 $604K
Wilmington Savings Fund Society, FSB 0.01% No change 11,779 $599K
Principle Wealth Partners LLC 0.03% Reduce -10.8% 11,721 $596K
Retirement Planning Co of New England, Inc. 0.24% Reduce -6.3% 11,693 $595K
Capital Investment Advisory Services, LLC 0.04% Add +7.7% 11,689 $595K
Stiles Financial Services Inc 0.18% Reduce -63.3% 11,640 $592K
Basecamp Wealth Advisors LLC 0.13% — 11,626 $592K
Motco 0.05% Reduce -4.2% 11,568 $589K
Balentine LLC 0.02% Reduce -1.8% 11,556 $588K
Hilltop Holdings Inc. 0.03% Reduce -25.4% 11,419 $581K
DecisionMap Wealth Management, LLC 0.36% Add +6.3% 11,352 $578K
Samalin Investment Counsel, LLC 0.21% Add +5.8% 11,323 $576K
Busey Bank 0.02% Reduce -25.0% 11,295 $575K
Financial Perspectives, Inc 0.15% Reduce -1.1% 11,256 $573K
Sovran Advisors, LLC 0.05% Reduce -76.0% 9,960 $569K
Lighthouse Financial LLC 0.37% Reduce -5.5% 11,171 $568K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -29.5% 11,154 $568K
Baader Bank Aktiengesellschaft 0.05% Reduce -3.9% 11,821 $564K
Laurel Oak Wealth Management, LLC 0.09% — 11,058 $563K
Alexander Labrunerie & Co., Inc. 0.21% Add +1.7% 11,058 $563K
Seed Wealth Management, Inc. 0.38% Reduce -17.4% 10,944 $557K
Schnieders Capital Management, Llc. 0.09% Reduce -15.3% 10,933 $556K
Silver Oak Securities, Incorporated 0.04% New 10,856 $556K
Holderness Investments Co. 0.11% Reduce -22.5% 10,900 $555K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +26.9% 10,890 $554K
Burford Brothers, Inc. 0.23% Add +7.1% 10,798 $549K
Aptus Capital Advisors, LLC 0.00% Reduce -9.7% 10,790 $549K
Hazlett, Burt & Watson, Inc. 0.18% Reduce -12.9% 10,709 $548K
Spinnaker Trust 0.03% Add +12.4% 10,726 $546K
Hamilton Wealth, LLC 0.10% New 10,720 $545K
Ashton Thomas Securities, LLC 0.10% Add +4.4% 10,686 $545K
Princeton Capital Management LLC 0.14% Reduce -29.1% 10,690 $544K
Argent Trust Co 0.02% Add +6.8% 10,657 $542K
Cravens & Co Advisors, LLC 0.35% Reduce -44.8% 9,086 $542K
AlphaCore Capital LLC 0.01% Reduce -47.1% 10,603 $539K
Hardworking Capital Advisors, LLC 0.49% — 10,587 $539K
Blue Trust, Inc. 0.01% Reduce -30.4% 10,541 $536K
Larry Mathis Financial Planning, LLC 0.47% — 10,520 $535K
Sage Rhino Capital LLC 0.10% Reduce -6.3% 10,469 $533K
DMC Group, LLC 0.35% Reduce -6.5% 10,458 $532K
HUB Investment Partners, LLC 0.01% Reduce -20.7% 10,364 $527K
HCR Wealth Advisors 0.05% Reduce -43.0% 10,340 $526K
WFA of San Diego, LLC 0.39% Add +0.1% 10,320 $525K
Cairn Investment Group, Inc. 0.25% No change 10,328 $525K
Cohen Capital Management, Inc. 0.08% Add +17.0% 10,312 $525K
Syon Capital LLC 0.03% Reduce -10.1% 10,284 $523K
Advisor OS, LLC 0.04% Reduce -6.0% 10,228 $520K
Chevy Chase Trust Holdings, LLC 0.00% Add +129.3% 10,201 $519K
Aviance Capital Partners, LLC 0.06% Reduce -4.7% 10,188 $518K
Precision Wealth Strategies, LLC 0.17% Reduce -21.0% 10,128 $515K
Cavalier Investments, LLC 0.16% Reduce -75.8% 10,049 $511K
Diversify Advisory Services, LLC 0.02% Reduce -8.2% 8,187 $510K
NorthCrest Asset Manangement, LLC 0.01% Reduce -13.3% 9,249 $510K
Mirabaud & Cie SA 0.16% No change 10,000 $509K
Diversified Management Inc. 0.12% — 10,000 $509K
China Universal Asset Management Co., Ltd. 0.04% New 10,000 $509K
Danske Bank A/S 0.00% New 10,000 $509K
Stokes Family Office, LLC 0.05% Reduce -78.1% 9,976 $508K
Essex Bank 0.11% Reduce -2.3% 9,927 $505K
Monarch Capital Management Inc. 0.12% Add +134.7% 9,904 $504K
Versant Capital Management, Inc 0.06% Add +40.4% 9,884 $503K
R Squared Ltd 0.23% New 9,844 $501K
Klingenstein Fields & Co. LP 0.02% Reduce -1.0% 9,820 $500K
First Pacific Financial 0.07% Reduce -12.4% 9,806 $499K
Basso Capital Management, L.P. 0.30% Add +50.0% 9,750 $496K
Capstone Investment Advisors, LLC 0.01% Add +163.7% 9,719 $495K
Salem Investment Counselors Inc. 0.01% Reduce -49.1% 9,692 $493K
PeakShares LLC 0.48% — 9,642 $491K
Gen-Wealth Partners Inc 0.16% Reduce -39.8% 9,637 $490K
Resonant Capital Advisors, LLC 0.03% Add +26.3% 9,582 $488K
Evoke Wealth, LLC 0.01% Reduce -20.9% 9,556 $486K
Farringdon Capital, Ltd. 0.12% Reduce -21.8% 9,534 $485K
OpenArc Corporate Advisory, LLC 0.01% — 9,530 $485K
Advisory Advocates, LLC 0.48% — 9,491 $483K
Stokes Capital Advisors, LLC 0.11% Reduce -39.4% 9,485 $483K
Curi Capital, LLC 0.01% Add +2.3% 9,485 $483K
LVW Advisors, LLC 0.05% Reduce -30.3% 9,483 $482K
Indivisible Partners 0.05% — 9,466 $482K
Patrick M Sweeney & Associates, Inc. 0.30% No change 9,455 $481K
Directional Asset Management 0.42% — 9,445 $481K
Waverly Advisors, LLC 0.00% Reduce -28.0% 9,367 $477K
NTV Asset Management LLC 0.05% No change 9,252 $471K
GAMMA Investing LLC 0.02% Add +15.3% 9,243 $470K
Range Financial Group LLC 0.16% Reduce -75.4% 9,242 $470K
Raub Brock Capital Management LP 0.10% No change 9,240 $470K
Channel Wealth LLC 0.12% Reduce -55.4% 9,178 $467K
TritonPoint Partners, LLC 0.25% — 9,154 $466K
New Vernon Investment Management LLC 0.45% No change 9,100 $463K
Quotient Wealth Partners, LLC 0.01% Add +2.0% 9,091 $463K
Sterling Investment Management, LLC 0.26% Reduce -54.4% 9,089 $462K
Fermata Advisors, LLC 0.11% Add +28.7% 9,074 $462K
TBH Global Asset Management, LLC 0.08% Add +5.6% 9,065 $461K
Composition Wealth, LLC 0.01% Reduce -6.3% 9,058 $461K
Fulton Bank, N.A. 0.02% Add +11.9% 9,045 $460K
Mgo One Seven LLC 0.01% Reduce -64.1% 8,999 $458K
Somerville Kurt F 0.08% Reduce -86.5% 8,975 $457K
Gallacher Capital Management LLC 0.18% Reduce -30.0% 8,970 $456K
AlTi Global, Inc. 0.01% Add +3.4% 8,944 $455K
Beacon Financial Advisory LLC 0.10% Add +87.5% 8,869 $451K
Keel Point, LLC 0.03% Add +11.2% 8,861 $451K
Kintra Wealth, LLC 0.06% New 8,838 $450K
Silvercrest Asset Management Group LLC 0.00% Reduce -92.3% 8,831 $449K
Sowell Financial Services LLC 0.02% Reduce -21.7% 8,767 $446K
Foundations Investment Advisors, LLC 0.01% Reduce -47.6% 8,733 $444K
1776 Wealth LLC 0.17% Add +2.2% 8,711 $443K
Cullinan Associates Inc. 0.03% No change 8,675 $441K
New Republic Capital, LLC 0.12% New 8,669 $441K
One Capital Management, LLC 0.01% Add +20.4% 8,634 $439K
Quantbot Technologies LP 0.01% Reduce -84.9% 8,631 $439K
Clearbridge Investments, LLC 0.00% Reduce -99.0% 8,618 $438K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +44.9% 8,595 $437K
Western Wealth Management, LLC 0.02% Reduce -13.1% 8,568 $436K
Capital International Sarl 0.01% No change 8,563 $436K
Guyasuta Investment Advisors Inc. 0.02% No change 8,537 $434K
Grandfield & Dodd, LLC 0.02% Add +0.3% 8,532 $434K
InTrack Investment Management Inc 0.24% Add +9.4% 8,480 $431K
Engineers Gate Manager LP 0.01% New 8,468 $431K
Wealthfront Advisers LLC 0.00% New 8,457 $430K
Summit Global Investments 0.03% Add +18.5% 8,434 $429K
Formidable Asset Management, LLC 0.06% Reduce -66.5% 7,694 $427K
Activest Wealth Management 0.08% Reduce -46.8% 8,349 $425K
Bank of Hawaii 0.02% Add +80.7% 8,345 $425K
Tiaa Trust, National Association 0.00% Reduce -25.6% 8,291 $422K
COFG Advisors, LLC 0.10% — 8,287 $422K
Birch Financial Group, LLC 0.24% Reduce -50.8% 8,284 $421K
Agate Pass Investment Management, LLC 0.16% Reduce -6.5% 8,244 $419K
Griffin Asset Management, Inc. 0.05% No change 8,242 $419K
Ascent Group, LLC 0.01% Reduce -12.6% 8,230 $419K
Cary Street Partners Financial LLC 0.01% Add +77.3% 8,228 $419K
Clearstead Trust, LLC 0.07% Reduce -12.1% 8,151 $415K
Keudell/Morrison Wealth Management 0.09% — 8,149 $415K
Souders Financial Advisors 0.05% Reduce -16.1% 8,133 $414K
Modern Wealth Management, LLC 0.01% No change 8,072 $411K
CoreCap Advisors, LLC 0.01% Add +48.0% 8,056 $410K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -8.6% 8,048 $409K
Investment Partners Asset Management, Inc. 0.25% New 8,029 $409K
Flagship Harbor Advisors, LLC 0.02% Reduce -17.3% 8,009 $408K
Laraway Financial Advisors Inc 0.27% No change 8,006 $407K
V-Square Quantitative Management LLC 0.04% New 7,987 $406K
Centric Wealth Management 0.09% Reduce -0.6% 6,887 $406K
Forza Wealth Management, LLC 0.15% Reduce -23.9% 7,966 $405K
HBW Advisory Services LLC 0.04% Reduce -0.7% 7,966 $405K
GW Henssler & Associates Ltd. 0.02% No change 7,959 $405K
Grove Bank & Trust 0.05% Add +584.7% 7,943 $404K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 7,925 $403K
Diversified Enterprises, LLC 0.02% Add +21.3% 7,902 $402K
SG Trading Solutions, LLC 0.09% — 7,875 $401K
Lauterbach Financial Advisors, LLC 0.20% New 7,877 $401K
Platform Technology Partners 0.09% Add +6.6% 7,862 $400K
S.A. Mason LLC 0.16% Reduce -15.7% 7,778 $396K
Wellington Grp LLC 0.13% — 7,763 $395K
Calydon Capital 0.07% Reduce -13.9% 7,734 $393K
Focus Financial Network, Inc. 0.01% Add +29.6% 7,732 $393K
Kercheville Advisors, LLC 0.10% New 6,300 $392K
Invst, LLC 0.04% Add +22.2% 7,696 $392K
Harbor Investment Advisory, LLC 0.03% Add +109.6% 7,656 $390K
Advisors Capital Management, LLC 0.00% Reduce -1.7% 7,646 $389K
Wiser Advisor Group LLC 0.44% Reduce -7.2% 7,602 $387K
Sharp Wealth Advisory, LLC 0.19% Add +26.7% 7,600 $387K
Southland Equity Partners LLC 0.08% Add +7.2% 7,525 $383K
Philadelphia Trust Co. 0.03% No change 7,500 $382K
Diversified Trust Co. 0.01% Add +93.1% 7,499 $382K
MidFirst Bank 0.03% — 7,492 $381K
Schwarz Dygos Wheeler Investment Advisors LLC 0.08% No change 7,489 $381K
Security Financial Services, INC. 0.06% Reduce -6.5% 7,489 $381K
Annis Gardner Whiting Capital Advisors, LLC 0.07% No change 7,480 $381K
Sankala Group LLC 0.30% — 10,151 $380K
PAX Financial Group, LLC 0.07% Reduce -10.7% 7,453 $379K
Canal Capital Management, LLC 0.05% Reduce -26.1% 7,442 $379K
Signature Estate & Investment Advisors LLC 0.01% Reduce -5.7% 7,365 $375K
LifeSteps Financial, Inc. 0.24% No change 7,315 $372K
Koshinski Asset Management, Inc. 0.02% Reduce -8.7% 7,313 $372K
Bridges Investment Management Inc. 0.00% Add +0.1% 7,311 $372K
Dynasty Wealth Management, LLC 0.00% Reduce -7.4% 7,303 $372K
BridgePort Financial Solutions, LLC 0.10% Add +8.7% 7,264 $370K
First Manhattan Co. Llc. 0.00% Reduce -3.2% 7,247 $369K
Harvest Fund Management Co., Ltd 0.01% New 7,223 $368K
Midwest Trust Co 0.00% Reduce -12.7% 7,205 $367K
SteelPeak Wealth, LLC 0.01% Add +34.9% 7,190 $366K
Hardy Reed LLC 0.03% Add +1.3% 7,177 $365K
Dudley Capital Management, LLC 0.16% New 7,100 $361K
Wynn Capital, LLC 0.17% Reduce -4.4% 7,045 $358K
Ascentis Wealth Management, LLC 0.09% Reduce -0.3% 7,005 $356K
Glenview Trust Co 0.01% Reduce -77.0% 6,961 $354K
Sivia Capital Partners, LLC 0.07% Add +23.6% 6,958 $354K
Foster Victor Wealth Advisors, LLC 0.02% Add +4.9% 5,670 $353K
Trek Financial, LLC 0.02% Add +23.0% 6,908 $351K
Perennial Investment Advisors, LLC 0.03% Add +80.9% 6,891 $351K
Aurora Private Wealth, Inc. 0.23% — 6,883 $350K
Valley National Advisers Inc. 0.05% Reduce -4.2% 6,866 $349K
Rock Point Advisors, LLC 0.09% No change 6,850 $349K
GHP Investment Advisors, Inc. 0.01% Add +43.5% 6,846 $348K
Penserra Capital Management LLC 0.00% Reduce -1.3% 6,805 $346K
FSM Wealth Advisors, LLC 0.05% Add +5.5% 6,788 $345K
MJP Associates Inc. 0.04% Reduce -10.3% 6,764 $344K
Transatlantique Private Wealth LLC 0.11% New 6,716 $344K
WP Advisors, LLC 0.09% Reduce -13.8% 6,735 $343K
Armstrong Henry H Associates Inc. 0.03% Reduce -18.8% 6,664 $339K
Boreal Capital Management LLC 0.31% Add +6.5% 6,638 $338K
Ironsides Asset Advisors, LLC 0.09% No change 6,623 $337K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -7.0% 6,618 $337K
Ridge Creek Global, Inc 0.28% — 6,610 $336K
Sigma Planning Corp 0.01% Add +16.5% 6,557 $333K
Marco Investment Management LLC 0.03% No change 6,550 $333K
Jim Saulnier & Associates, LLC 0.17% No change 6,544 $333K
Harbour Investments, Inc. 0.01% Reduce -19.6% 6,504 $331K
First Financial Corp. 0.12% No change 6,470 $329K
Unified Investment Management 0.33% Reduce -58.0% 6,466 $329K
Signature Wealth Management Partners, LLC 0.16% Add +46.7% 6,427 $327K
Tucker Asset Management LLC 0.10% Add +24.9% 6,410 $326K
Summit Trail Advisors, LLC 0.01% Reduce -32.3% 6,405 $326K
Townsquare Capital LLC 0.07% Reduce -69.6% 6,384 $325K
Murphy & Mullick Capital Management Corp 0.23% Add +6.3% 6,355 $323K
1900 Wealth Management LLC 0.02% Add +4.5% 6,343 $323K
Clarius Group, LLC 0.02% Reduce -47.9% 6,320 $322K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -32.5% 6,262 $319K
Canopy Partners, LLC 0.10% Reduce -3.8% 6,258 $318K
Stratos Wealth Advisors, LLC 0.02% Add +35.8% 6,248 $318K
Gallagher Capital Advisors, LLC 0.21% Reduce -11.8% 6,248 $318K
Essex LLC 0.06% Add +1.2% 6,242 $318K
Frec Markets, Inc. 0.09% — 6,234 $317K
LRT Capital Management, LLC 0.27% Reduce -70.6% 6,234 $317K
NorthRock Partners, LLC 0.01% Add +15.9% 6,188 $315K
Insight Advisors, LLC/ PA 0.05% Reduce -4.3% 6,173 $314K
Union Savings Bank 0.14% — 6,137 $312K
Broderick Brian C 0.06% Reduce -83.0% 6,135 $312K
Flatrock Wealth Partners LLC 0.15% — 6,120 $311K
Leo Wealth, LLC 0.02% Add +40.6% 6,105 $311K
NWF Advisory Services Inc. 0.03% Reduce -14.7% 6,091 $310K
Analyst IMS Investment Management Services Ltd. 0.01% New 6,070 $309K
Fairfield Financial Advisors, LTD 0.10% Reduce -47.0% 6,066 $309K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 6,050 $308K
Nwam LLC 0.02% New 4,790 $306K
Cozad Asset Management Inc. 0.02% Reduce -36.5% 6,019 $306K
FDx Advisors, Inc. 0.16% Add +5.2% 6,017 $306K
Chung Wu Investment Group, LLC 0.25% New 6,000 $305K
Intercapital, LLC 0.16% — 6,000 $305K
AXS Investments LLC 0.11% No change 6,000 $305K
Martel Wealth Advisors LLC 0.05% No change 6,000 $305K
Waldron Private Wealth LLC 0.01% Reduce -16.4% 5,981 $304K
Lockerman Financial Group, Inc. 0.58% No change 5,975 $304K
Argos Wealth Advisors, LLC 0.08% — 5,966 $304K
Bank of Stockton 0.09% Add +10.8% 5,954 $303K
Zuckerman Investment Group, LLC 0.03% No change 5,952 $303K
Traveka Wealth, LLC 0.12% Reduce -12.3% 5,950 $303K
Kingsview Wealth Management, LLC 0.00% Add +12.4% 5,935 $302K
Armstrong, Fleming & Moore, Inc 0.14% Reduce -3.8% 5,878 $299K
Valmark Advisers, Inc. 0.00% Add +0.3% 5,870 $299K
Optas, LLC 0.05% Add +12.3% 5,863 $298K
Cyndeo Wealth Partners, LLC 0.02% Add +56.2% 5,847 $297K
Cromwell Holdings LLC 0.16% Reduce -0.8% 5,832 $297K
Crestwood Advisors Group, LLC 0.00% Add +54.5% 5,815 $296K
Kathmere Capital Management, LLC 0.02% Reduce -24.5% 5,786 $294K
Calton & Associates, Inc. 0.04% New 5,719 $291K
Anchyra Partners LLC 0.09% — 5,717 $291K
King Luther Capital Management Corp. 0.00% Reduce -25.2% 5,717 $291K
Athena Wealth Management, LLC 0.28% — 5,696 $290K
Private Trust Co. NA 0.03% Reduce -53.4% 5,683 $289K
Frontier Asset Management, LLC 0.07% New 5,679 $289K
Five Oceans Advisors 0.10% Reduce -36.3% 5,647 $287K
Calamos Wealth Management LLC 0.01% Reduce -24.6% 5,639 $287K
GFS Advisors, LLC 0.03% New 5,625 $286K
Mayflower Financial Advisors, LLC 0.03% Reduce -15.9% 5,601 $285K
Novare Capital Management LLC 0.02% Add +38.0% 5,585 $284K
Sierra Ocean, LLC 0.23% Reduce -23.1% 5,555 $283K
Perkins Coie Trust Co 0.05% No change 5,542 $282K
Red Wave Investments LLC 0.08% Reduce -4.3% 5,509 $280K
Quantum Portfolio Management LLC 0.12% Reduce -7.5% 5,506 $280K
Berkeley Capital Partners, LLC 0.07% Add +42.5% 5,505 $280K
Fortress Private Ledger, LLC 0.09% Add +30.9% 5,486 $279K
EverSource Wealth Advisors, LLC 0.01% Add +47.5% 5,452 $277K
Park National Corp. 0.01% Add +10.5% 5,438 $277K
Arlington Capital Management, Inc. 0.17% New 5,422 $276K
Hudson Portfolio Management LLC 0.24% No change 5,415 $276K
Verdence Capital Advisors LLC 0.02% Reduce -84.0% 5,394 $274K
Asio Capital, LLC 0.04% Add +3.9% 5,386 $274K
Elefante Mark B 0.17% Reduce -63.9% 5,370 $273K
Simplicity Wealth,LLC 0.02% Add +21.4% 5,359 $273K
CreativeOne Wealth, LLC 0.01% Reduce -15.1% 5,358 $273K
Elm Partners Management LLC 0.01% No change 5,330 $272K
Mission Creek Capital Partners, Inc. 0.05% Reduce -88.6% 5,342 $272K
Hancock Whitney Corp. 0.00% Reduce -46.9% 5,340 $272K
True North Advisors, LLC 0.03% Add +3.9% 5,305 $270K
PMV Capital Advisers, LLC 0.49% No change 5,301 $270K
Mather Group, Llc. 0.00% Reduce -2.6% 5,279 $269K
Kentucky Trust Co 0.14% Reduce -7.1% 5,250 $267K
Archford Capital Strategies, LLC 0.03% New 5,223 $266K
Geneos Wealth Management Inc. 0.01% Reduce -59.7% 5,222 $266K
Intrust Bank NA 0.02% Reduce -2.2% 5,215 $265K
Samjo Management, LLC 0.10% Reduce -1.9% 5,200 $265K
Defined Wealth Management, LLC 0.15% Reduce -13.3% 5,199 $265K
a16z Perennial Management, L.P. 0.02% No change 5,176 $263K
Thompson David Blair 0.15% — 5,104 $260K
Angeles Wealth Management, LLC 0.01% Add +28.4% 5,076 $258K
BNC Wealth Management, LLC 0.07% No change 5,058 $257K
Certuity, LLC 0.02% Add +3.6% 5,052 $257K
Webster Bank, N. A. 0.02% Reduce -7.6% 5,047 $257K
Accretive Wealth Partners, LLC 0.08% No change 5,045 $257K
Harbour Wealth Management Group, Inc. 0.20% — 5,034 $256K
Centiva Capital, LP 0.02% Reduce -90.4% 5,000 $254K
Dynamic Technology Lab Private Ltd 0.06% New 5,000 $254K
Hanson & Doremus Investment Management 0.03% Reduce -5.4% 5,000 $254K
Williams Jones Wealth Management, LLC. 0.00% Reduce -2.4% 4,950 $252K
Aspiriant, LLC 0.01% Add +0.1% 4,941 $251K
Moneta Group Investment Advisors LLC 0.00% New 4,929 $251K
Texas Capital Bank Wealth Management Services Inc 0.01% New 4,921 $250K
Manchester Capital Management LLC 0.03% Reduce -31.6% 4,914 $250K
Alkeme Wealth, LLC 0.11% New 4,895 $249K
National Philanthropic Trust 0.00% New 4,881 $248K
Manske Wealth Management 0.07% New 4,880 $248K
Tradewinds Capital Management, LLC 0.05% No change 4,860 $247K
Hyposwiss Advisors SA 0.24% — 4,820 $245K
Tortuga Wealth Management, Inc 0.26% — 4,797 $244K
Essex Financial Services, Inc. 0.01% Reduce -9.3% 4,795 $244K
Sargent Investment Group, LLC 0.03% New 4,776 $243K
First Financial Bankshares Inc 0.00% New 4,774 $243K
Sage Mountain Advisors LLC 0.01% Reduce -35.5% 4,769 $243K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -77.3% 4,767 $243K
Colonial Trust Advisors 0.02% Reduce -8.7% 4,766 $243K
Sittner & Nelson, LLC 0.09% Reduce -0.0% 5,073 $242K
Capital Investment Advisors, LLC 0.00% Reduce -3.3% 4,745 $241K
VestGen Advisors, LLC 0.01% Add +3.1% 4,739 $241K
Fulcrum Equity Management 0.23% Reduce -17.9% 4,734 $241K
CoreFirst Bank & Trust 0.13% No change 4,723 $240K
Flputnam Investment Management Co. 0.00% New 4,717 $240K
Leavell Investment Management, Inc. 0.01% Reduce -23.8% 4,696 $239K
Strategy Asset Managers LLC 0.04% Add +7.6% 4,694 $239K
Westside Investment Management, Inc. 0.04% Add +63.6% 4,630 $238K
Dara Capital Us, Inc. 0.21% — 4,630 $236K
Corient IA LP 0.22% Reduce -33.9% 4,630 $236K
Evergreen Wealth Management, LLC 0.12% New 4,592 $234K
Raab & Moskowitz Asset Management LLC 0.05% Reduce -22.3% 4,571 $233K
Clear Harbor Asset Management, LLC 0.02% Add +11.3% 4,552 $232K
Peoples Financial Services Corp. 0.11% Reduce -32.2% 4,536 $231K
Howland Capital Management LLC 0.01% Reduce -16.2% 4,531 $231K
Ellevest, Inc. 0.03% Reduce -26.9% 4,529 $230K
Foster Dykema Cabot & Partners, LLC 0.01% No change 4,526 $230K
Telos Capital Management, Inc. 0.02% Add +2.7% 4,519 $230K
Pavaki Capital Management LLC 0.16% — 4,500 $229K
Knights of Columbus Asset Advisors LLC 0.01% No change 4,493 $229K
Martin Investment Management, LLC 0.06% Reduce -98.4% 4,484 $228K
Frazier Financial Advisors, LLC 0.13% Add +52.9% 4,478 $228K
Independence Bank of Kentucky 0.03% Reduce -14.6% 4,472 $228K
Signet Private Wealth LLC 0.22% — 4,468 $227K
Tyche Wealth Partners LLC 0.04% New 4,460 $227K
Cornerstone Wealth Management, LLC 0.01% Add +12.7% 4,445 $226K
Net Worth Advisory Group 0.05% Reduce -29.0% 4,441 $226K
Chancellor Financial Group WB LP 0.15% New 4,414 $225K
CENTRAL TRUST Co 0.00% Reduce -4.3% 4,407 $224K
GTS Securities LLC 0.01% New 4,391 $223K
Pure Financial Advisors, LLC 0.00% Reduce -17.2% 4,373 $223K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -15.3% 4,363 $222K
Burns J W & Co. Inc. 0.02% Reduce -5.4% 4,350 $221K
Xponance LLC 0.00% Add +11.8% 4,348 $221K
Innova Wealth Partners 0.11% Add +6.0% 4,337 $221K
Patton Albertson Miller Group, LLC 0.03% Reduce -11.5% 4,337 $221K
Oxford Financial Group, LTD. LLC 0.01% New 4,330 $220K
Wealthspire Retirement, LLC 0.01% Add +0.9% 4,319 $220K
Painted Porch Advisors LLC 0.09% No change 4,312 $219K
One Wealth Capital Management, LLC 0.09% New 4,301 $219K
RIA Advisory Group LLC 0.05% Reduce -16.4% 4,298 $219K
Aviso Financial Inc. 0.01% Reduce -85.5% 4,292 $218K
IPG Investment Advisors LLC 0.04% Add +12.0% 4,286 $218K
Plimoth Trust Co. LLC 0.05% Reduce -24.9% 4,275 $218K
Werba Rubin Papier Wealth Management 0.06% Add +6.0% 4,270 $217K
Brucke Financial, Inc. 0.12% Reduce -12.9% 4,260 $217K
Cooper Financial Group 0.02% Reduce -35.8% 4,252 $216K
Beacon Financial Group 0.02% Reduce -1.4% 4,248 $216K
LJI Wealth Management, LLC 0.03% Add +7.9% 4,239 $216K
Edmond DE Rothschild Holding S.A. 0.00% New 4,225 $215K
Colorado Capital Management, Inc. 0.08% No change 4,209 $214K
Trajan Wealth LLC 0.01% New 4,200 $214K
International Assets Investment Management, LLC 0.01% Reduce -57.1% 4,167 $212K
Wealthcare Advisory Partners LLC 0.00% New 4,149 $211K
Jefferson Bridge Capital, LLC 0.21% — 4,149 $211K
Everpar Advisors LLC 0.08% Add +3.0% 4,145 $211K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -60.5% 4,134 $210K
Aljian Capital Management, LLC 0.04% Reduce -23.2% 4,129 $210K
Fox Run Management, L.L.C. 0.03% Reduce -76.7% 4,118 $210K
Marin Bay Wealth Advisors, LLC 0.12% — 4,110 $209K
Atlatl Advisers LLC 0.08% Add +0.5% 4,101 $209K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +196.1% 4,066 $207K
Avise Financial Cooperative, Inc. 0.19% — 4,041 $206K
Paces Ferry Wealth Advisors, LLC 0.08% Add +1.0% 4,040 $206K
Viawealth, LLC 0.12% Reduce -39.2% 4,036 $205K
Journey Strategic Wealth LLC 0.01% Reduce -0.2% 4,035 $205K
Verus Capital Partners, LLC 0.01% Reduce -11.1% 4,027 $205K
TRUE Private Wealth Advisors 0.02% Add +0.2% 4,017 $204K
Abundance Wealth Counselors 0.03% Reduce -16.4% 4,007 $204K
Bryn Mawr Trust Advisors, LLC 0.01% New 4,002 $204K
Fca Corp. 0.06% No change 4,000 $204K
Krilogy Financial LLC 0.01% New 3,181 $204K
Gotham Asset Management 0.00% New 3,987 $203K
Encompass More Asset Management 0.04% Reduce -18.5% 3,976 $202K
Kovack Advisors, Inc. 0.01% Reduce -3.6% 3,962 $202K
Evolve Private Wealth, LLC 0.01% — 3,954 $201K
Mosaic Family Wealth Partners, LLC 0.02% Reduce -1.9% 3,932 $200K
Key Financial Inc 0.04% Reduce -1.5% 3,876 $197K
Rosenberg Matthew Hamilton 0.04% Add +3.4% 3,843 $196K
Curat Global, LLC 0.22% No change 3,830 $195K
Byrne Asset Management LLC 0.10% New 3,602 $183K
MSA Advisors, LLC 0.04% No change 3,500 $178K
Winthrop Capital Management, LLC 0.04% Reduce -27.0% 3,358 $171K
Spire Wealth Management 0.01% Reduce -25.2% 3,294 $168K
Laurel Wealth Advisors LLC 0.02% New 3,233 $164K
LRI Investments, LLC 0.01% Reduce -40.7% 3,194 $163K
Evelyn Partners Investment Management LLP 0.00% No change 3,141 $160K
Hilltop National Bank 0.04% Reduce -4.8% 3,120 $159K
TFC Financial Management, Inc. 0.02% Add +3.1% 3,031 $154K
Financial Network Wealth Advisors LLC 0.16% Add +1.0% 3,006 $153K
Arcadia Investment Management Corp. 0.02% No change 3,000 $153K
Hollencrest Capital Management 0.01% Reduce -4.6% 2,888 $147K
Keating Financial Advisory Services, Inc. 0.02% — 2,878 $146K
Miller Global Investments, LLC 0.13% — 2,844 $145K
Lanark Financial, Inc. 0.01% Reduce -12.2% 2,835 $144K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 2,780 $141K
Nexpoint Asset Management, L.P. 0.01% New 229,960 $139K
Aventura Private Wealth, LLC 0.05% Reduce -17.4% 2,539 $129K
BOK Financial Private Wealth, Inc. 0.01% No change 2,500 $127K
Belvedere Trading LLC 0.02% New 2,466 $125K
Rexford Capital Inc. 0.09% Reduce -14.1% 2,436 $124K
Jessup Wealth Management, Inc 0.04% New 2,435 $124K
Wellington-Altus USA Inc. 0.09% — 2,400 $122K
Golden State Wealth Management, LLC 0.01% Add +59.0% 2,389 $122K
Ancora Advisors LLC 0.00% Reduce -18.9% 2,381 $121K
Brentview Investment Management LLC 0.05% No change 2,334 $119K
Princeton Global Asset Management LLC 0.02% No change 2,307 $117K
Parkside Financial Bank & Trust 0.01% Reduce -32.4% 2,302 $117K
Palladiem, LLC 0.11% — 2,279 $117K
Greykasell Wealth Strategies, Inc. 0.05% Add +5.2% 2,269 $115K
HM Payson & Co. 0.00% Reduce -11.6% 2,225 $113K
Ceeto Capital Group, LLC 0.03% No change 2,206 $112K
Sound Income Strategies, LLC 0.01% Reduce -0.6% 1,791 $112K
Sunrise Financial Services, LLC 0.08% — 2,184 $111K
Center for Financial Planning, Inc. 0.01% Add +186.8% 2,134 $109K
Westerkirk Capital Inc. 0.01% Reduce -53.7% 2,128 $108K
N.E.W. Advisory Services LLC 0.01% Add +5.0% 2,114 $108K
AdvisorNet Financial, Inc 0.01% Add +9.8% 2,113 $108K
Jefferies Financial Group Inc. 0.00% Reduce -61.1% 2,112 $107K
NFSG Corp 0.02% No change 2,102 $107K
FNY Investment Advisers, LLC 0.03% New 2,100 $106K
General Partner, Inc. 0.06% No change 2,080 $106K
Stephens Consulting, LLC 0.03% No change 2,050 $104K
Parvin Asset Management, LLC 0.08% Reduce -37.3% 2,015 $103K
Avalon Trust Co 0.01% Reduce -15.7% 2,000 $102K
Strategic Wealth Partners, Ltd. 0.01% Add +2.0% 1,996 $102K
Caitong International Asset Management Co., Ltd 0.02% Reduce -54.8% 1,978 $101K
Msrh, LLC 0.11% — 1,868 $95K
KERR FINANCIAL PLANNING Corp 0.12% Add +8011.5% 2,109 $92K
Gables Capital Management Inc. 0.04% Reduce -6.6% 1,775 $90K
Asset Dedication, LLC 0.01% Reduce -25.8% 1,755 $89K
JNBA Financial Advisors 0.01% No change 1,676 $85K
Truvestments Capital LLC 0.02% Reduce -10.9% 1,639 $83K
Larson Financial Group LLC 0.00% Reduce -52.3% 1,618 $82K
Trifecta Capital Advisors, LLC 0.01% Add +162.3% 1,616 $82K
Garner Asset Management Corp 0.03% New 1,572 $80K
WPG Advisers, LLC 0.06% Reduce -16.7% 1,547 $79K
Addison Advisors LLC 0.02% Reduce -1.5% 1,544 $79K
Cary Street Partners Investment Advisory LLC 0.02% Add +28.6% 1,518 $77K
Nisa Investment Advisors, LLC 0.00% Reduce -11.7% 1,502 $76K
North Star Investment Management Corp. 0.00% Reduce -27.2% 1,496 $76K
First Horizon Corp. 0.00% Reduce -9.4% 1,496 $76K
Tsfg, LLC 0.01% Add +66.5% 1,500 $76K
Cornerstone Planning Group LLC 0.01% Add +2133.9% 1,251 $75K
Glen Eagle Advisors, LLC 0.01% Reduce -34.4% 1,444 $73K
Crewe Advisors LLC 0.01% Add +0.4% 1,439 $73K
S&T Bank 0.02% No change 1,430 $73K
Entrust Financial LLC 0.05% — 1,369 $70K
SHP Wealth Management 0.01% — 1,316 $67K
Gilpin Wealth Management, LLC 0.05% — 1,309 $67K
Salomon & Ludwin, LLC 0.01% Reduce -20.2% 1,185 $65K
Lodestone Wealth Management LLC 0.03% New 1,248 $63K
GPS Wealth Strategies Group, LLC 0.05% Reduce -75.1% 1,201 $61K
Barrett & Company, Inc. 0.02% Add +1.7% 1,189 $60K
Creative Financial Designs Inc. 0.00% Add +640.5% 1,170 $60K
Manitou Investment Management Ltd. 0.01% No change 1,159 $59K
Investment Research & Advisory Group, Inc. 0.02% No change 1,115 $57K
Washington Trust Advisors, Inc. 0.00% Add +8.3% 1,081 $55K
Covestor Ltd 0.03% Reduce -10.3% 1,077 $55K
Whipplewood Advisors, LLC 0.04% Add +7.4% 1,074 $55K
Heritage Wealth Advisors 0.00% No change 1,050 $53K
City State Bank 0.01% No change 1,040 $53K
Optima Capital LLC 0.02% New 1,034 $53K
Pittenger & Anderson Inc. 0.00% Add +915.0% 1,015 $52K
Park Place Capital Corp 0.01% No change 1,000 $51K
Winnacle Wealth LLC 0.04% No change 988 $50K
Evelyn Partners Investment Management Services Ltd 0.01% No change 985 $50K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -56.8% 955 $49K
Banque Transatlantique SA 0.00% Reduce -59.9% 945 $48K
Elyxium Wealth, LLC 0.01% New 926 $47K
Olistico Wealth, LLC 0.02% New 901 $46K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +310.6% 895 $46K
Kennebec Savings Bank 0.04% No change 892 $45K
Roble, Belko & Company, Inc 0.01% Add +94.8% 892 $45K
Quent Capital, LLC 0.00% Add +19.8% 870 $44K
Eagle Bay Advisors LLC 0.03% New 859 $44K
Quattro Advisors LLC 0.03% — 859 $44K
Provenance Wealth Advisors, LLC 0.00% No change 841 $43K
Bogart Wealth, LLC 0.00% Reduce -23.7% 841 $43K
Lavaca Capital LLC 0.01% No change 840 $43K
Root Financial Partners, LLC 0.00% Add +2.6% 837 $43K
Align Financial, LLC 0.02% — 41,315 $41K
Community Bank, N.A. 0.00% No change 806 $41K
T. Rowe Price Investment Management, Inc. 0.00% New 802 $41K
Kingdom Financial Group LLC. 0.01% New 801 $41K
Missouri Trust & Investment Co 0.01% No change 800 $41K
SRH Advisors, LLC 0.01% No change 800 $41K
JFS Wealth Advisors, LLC 0.00% Reduce -31.1% 797 $41K
Westfuller Advisors, LLC 0.02% Reduce -9.8% 795 $40K
Solstein Capital, LLC 0.02% No change 794 $40K
Colonial Trust Co / SC 0.01% Reduce -8.2% 793 $40K
Ameriflex Group, Inc. 0.02% Reduce -51.5% 770 $39K
Trust Co. of Toledo NA 0.00% Reduce -18.2% 700 $36K
Kozak & Associates, Inc. 0.01% No change 593 $35K
Hager Investment Management Services, LLC 0.02% Add +29.1% 684 $35K
DV Trading LLC 0.00% — 676 $34K
GW&K Investment Management, LLC 0.00% Add +45.3% 642 $33K
Oakworth Capital, Inc. 0.00% Add +41.6% 619 $31K
Quaker Wealth Management, LLC 0.01% Add +186.1% 615 $31K
Transamerica Financial Advisors, LLC 0.00% Add +201.5% 603 $31K
Granite FO LLC 0.02% No change 590 $30K
Maseco LLP 0.00% New 574 $29K
TrinityBridge Ltd 0.00% Reduce -50.6% 570 $29K
Jackson, Grant Investment Advisers, Inc. 0.01% New 561 $29K
CX Institutional 0.00% Add +14.2% 548 $28K
Accent Capital Management, LLC 0.01% Add +49.5% 550 $28K
Halbert Hargrove Global Advisors, LLC 0.00% No change 549 $28K
American National Bank & Trust 0.00% New 543 $28K
Pinnacle Bancorp, Inc. 0.01% No change 542 $28K
Dunhill Financial, LLC 0.01% Reduce -49.6% 540 $27K
WealthCollab, LLC 0.01% Add +93.5% 538 $27K
United Financial Planning Group LLC 0.02% Add +31.5% 538 $27K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -24.1% 534 $27K
Allianz SE 0.00% Reduce -12.5% 506 $26K
Costello Asset Management, INC 0.01% Reduce -45.4% 503 $26K
Merited Wealth, LLC 0.02% — 501 $25K
Chelsea Counsel Co. 0.01% No change 500 $25K
Godfrey Financial Associates, Inc. 0.02% — 493 $25K
Indiana Trust & Investment Management Co 0.01% No change 491 $25K
Atwood & Palmer Inc. 0.00% No change 488 $25K
Red Tortoise LLC 0.01% No change 476 $24K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 472 $24K
Glass Jacobson Investment Advisors llc 0.01% Add +27.0% 470 $24K
J.Safra Asset Management Corp 0.00% New 466 $24K
POM Investment Strategies, LLC 0.01% Reduce -8.1% 454 $23K
Highline Wealth Partners LLC 0.01% Reduce -15.5% 452 $23K
Kelly Lawrence W & Associates Inc. 0.01% No change 450 $23K
Dagco, Inc. 0.01% No change 450 $23K
Private Wealth Asset Management, LLC 0.00% Reduce -54.9% 444 $23K
Pingora Partners LLC 0.01% Add +83.3% 440 $22K
Rossby Financial, LCC 0.01% Add +2.3% 440 $22K
Baillie Gifford & Co. 0.00% Add +39.2% 437 $22K
Curio Wealth, LLC 0.01% New 415 $22K
Reflection Asset Management 0.02% — 395 $21K
Disciplina Capital Management LLC 0.00% No change 416 $21K
Plante Moran Financial Advisors, LLC 0.00% Reduce -15.3% 415 $21K
Financial Management Professionals, Inc. 0.00% Reduce -23.8% 409 $21K
Roxbury Financial LLC 0.02% No change 400 $20K
BankPlus Trust Department 0.01% New 400 $20K
Pin Oak Investment Advisors Inc. 0.01% Reduce -3.1% 412 $20K
Prestige Wealth Management Group LLC 0.00% No change 379 $19K
Raffa Wealth Management, LLC 0.00% Add +8.9% 367 $19K
First Command Advisory Services, Inc. 0.00% Add +10.9% 366 $19K
Strategic Investment Solutions, Inc. 0.00% No change 365 $19K
True Wealth Design, LLC 0.01% Reduce -19.2% 358 $18K
Copeland Capital Management, LLC 0.00% Reduce -44.3% 357 $18K
Bell Investment Advisors, Inc 0.00% Add +2.0% 353 $18K
Albion Financial Group 0.00% No change 353 $18K
Basepoint Wealth LLC 0.01% New 342 $17K
Ogorek Anthony Joseph /NY/ 0.00% New 340 $17K
NorthAvenue LLC 0.01% — 331 $17K
Physician Wealth Advisors, Inc. 0.00% Reduce -14.5% 331 $17K
Johnson Financial Group, Inc. 0.00% Reduce -52.2% 327 $17K
IAG Wealth Partners, LLC 0.00% No change 326 $17K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +18.2% 325 $17K
SJS Investment Consulting Inc. 0.00% Add +114.0% 321 $16K
Modus Advisors, LLC 0.00% New 310 $16K
MTM Investment Management, LLC 0.00% No change 300 $15K
Citizens National Bank Trust Department 0.00% No change 300 $15K
Pacific Center for Financial Services 0.00% No change 270 $15K
Caitlin John, LLC 0.01% Add +873.3% 292 $15K
Vision Retirement, LLC 0.00% — 286 $15K
Triumph Capital Management 0.00% New 278 $14K
Silicon Valley Capital Partners 0.00% No change 276 $14K
Redmont Wealth Advisors LLC 0.02% No change 268 $14K
Signature Equity Partners, LLC 0.01% — 266 $14K
MPWM Advisory Solutions, LLC 0.01% No change 260 $13K
Bullock Wealth Management Group 0.01% — 256 $13K
Medallion Wealth Advisors, LLC 0.00% Reduce -7.3% 256 $13K
Centerpoint Advisors, LLC 0.00% Reduce -89.7% 250 $13K
Piscataqua Savings Bank 0.01% No change 250 $13K
Innovative Advisory Group, LLC 0.01% No change 250 $13K
Evermay Wealth Management LLC 0.00% No change 250 $13K
Kohmann Bosshard Financial Services, LLC 0.00% New 246 $13K
Vermillion & White Wealth Management Group, LLC 0.01% Reduce -17.2% 241 $12K
ORG Partners LLC 0.00% Reduce -65.7% 240 $12K
Bank & Trust Co 0.01% Reduce -9.3% 233 $12K
Hilton Head Capital Partners, LLC 0.01% — 231 $12K
CVA Family Office, LLC 0.00% No change 230 $12K
Hartford Financial Management Inc. 0.00% Reduce -28.3% 228 $12K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 224 $11K
Caldwell Sutter Capital, Inc. 0.00% Reduce -28.9% 222 $11K
Caldwell Trust Co 0.00% Reduce -86.8% 220 $11K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +27.5% 218 $11K
Nemes Rush Group LLC 0.00% Add +33.7% 218 $11K
Mark Sheptoff Financial Planning, LLC 0.01% Add +1538.5% 213 $11K
TD Capital Management LLC 0.00% Reduce -73.3% 212 $11K
Archer Investment Corp 0.00% No change 204 $10K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -98.5% 199 $10K
Graney & King, LLC 0.01% Reduce -67.5% 200 $10K
Founders Capital Management 0.01% New 200 $10K
McIlrath & Eck, LLC 0.00% No change 200 $10K
SOA Wealth Advisors, LLC. 0.00% No change 197 $10K
YANKCOM Partnership 0.00% No change 190 $10K
Alerus Financial NA 0.00% Reduce -49.9% 186 $9K
Bravera Wealth 0.00% — 183 $9K
Cornerstone Financial Management LLC 0.01% — 181 $9K
Sachetta, LLC 0.01% No change 178 $9K
Capital Analysts, LLC 0.00% Reduce -28.7% 181 $9K
Retirement Wealth Solutions LLC 0.01% Reduce -14.6% 176 $9K
Adkins Seale Capital Management LLC 0.01% — 174 $9K
Tripletail Wealth Management, LLC 0.01% Reduce -13.8% 169 $9K
Tacita Capital Inc 0.01% No change 169 $9K
Horizon Investments, LLC 0.00% Reduce -74.5% 166 $8K
Benson Wealth Management INC 0.01% — 163 $8K
Principia Wealth Advisory, LLC 0.01% Reduce -2.4% 162 $8K
2UniFi Bank 0.00% No change 160 $8K
Cape Investment Advisory, Inc. 0.00% Reduce -3.1% 158 $8K
Pacifica Partners Inc. 0.00% Add +39.1% 153 $8K
Hughes Financial Services, LLC 0.00% No change 152 $8K
Garton & Associates Financial Advisors LLC 0.00% — 150 $8K
Tidemark, LLC 0.00% Reduce -11.8% 150 $8K
Dorato Capital Management 0.01% — 126 $7K
Aspect Partners, LLC 0.00% Add +9.0% 145 $7K
Rachor Investment Advisory Services, LLC 0.00% — 139 $7K
Park Square Financial Group, LLC 0.04% New 81 $7K
LM Advisors LLC 0.03% New 332 $7K
Hoey Investments, Inc. 0.00% Add +73.5% 118 $6K
Legacy Wealth Managment, LLC 0.00% Add +7.3% 117 $6K
Kilter Group LLC 0.00% Add +103.5% 116 $6K
Newton One Investments LLC 0.00% No change 115 $6K
Armstrong Advisory Group, Inc. 0.00% Reduce -44.7% 115 $6K
Financial Freedom, LLC 0.00% No change 115 $6K
First United Bank & Trust 0.00% No change 105 $5K
Sarver Vrooman Wealth Advisors 0.00% New 100 $5K
Team Financial Group, LLC 0.00% No change 100 $5K
Gold Investment Management Ltd. 0.00% No change 100 $5K
Global Wealth Strategies & Associates 0.00% Reduce -6.5% 100 $5K
Estate Planners Group, LLC 0.00% — 99 $5K
First PREMIER Bank 0.00% No change 100 $5K
Avion Wealth 0.00% New 100 $5K
1620 Investment Advisors, Inc. 0.00% No change 96 $5K
Valued Wealth Advisors LLC 0.00% Reduce -45.7% 95 $5K
SWAN Capital LLC 0.00% Reduce -20.8% 95 $5K
Reyes Financial Architecture, Inc. 0.00% New 92 $5K
HHM Wealth Advisors, LLC 0.00% No change 90 $5K
Inlight Wealth Management, LLC 0.00% No change 90 $5K
IMA Advisory Services, Inc. 0.00% New 90 $5K
Financial Consulate, Inc. 0.00% Reduce -31.3% 90 $5K
Greenline Wealth Management LLC 0.00% — 84 $4K
Fourth Dimension Wealth, LLC 0.00% No change 83 $4K
Walsh & Associates, LLC 0.00% — 82 $4K
Wealth Preservation Advisors, LLC 0.00% Reduce -7.0% 80 $4K
Western Pacific Wealth Management, LP 0.00% No change 80 $4K
West Branch Capital LLC 0.00% No change 78 $4K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -24.0% 76 $4K
Blume Capital Management, Inc. 0.00% No change 75 $4K
Horrell Capital Management, Inc. 0.00% No change 70 $4K
Valley Wealth Managers, Inc. 0.00% New 70 $4K
Beaird Harris Wealth Management, LLC 0.00% Reduce -13.8% 69 $4K
Barnes Dennig Private Wealth Management LLC 0.00% No change 68 $3K
Vermillion Wealth Management, Inc. 0.00% New 68 $3K
Montag A & Associates Inc. 0.00% Reduce -47.7% 67 $3K
DecisionPoint Financial, LLC 0.00% No change 66 $3K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 54 $3K
Fairman Group, LLC 0.00% No change 63 $3K
NFJ Investment Group, LLC 0.00% No change 63 $3K
Elevation Wealth Partners, LLC 0.00% Add +69.4% 61 $3K
Elevated Capital Advisors, LLC 0.00% New 61 $3K
CGC Financial Services, LLC 0.00% Reduce -7.7% 60 $3K
Delta Asset Management LLC 0.00% No change 60 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 60 $3K
Motiv8 Investments LLC 0.00% New 61 $3K
CKW Financial Group 0.00% Reduce -16.7% 50 $3K
Smithfield Trust Co 0.00% New 70 $3K
HighMark Wealth Management LLC 0.00% No change 59 $3K
Luken Investment Analytics, LLC 0.00% New 58 $3K
Bellevue Asset Management, LLC 0.00% New 58 $3K
MV Capital Management, Inc. 0.00% Add +170.0% 54 $3K
GoalVest Advisory LLC 0.00% Reduce -49.5% 51 $3K
City Holding Co. 0.00% No change 51 $3K
Hamrick Investment Counsel, llc 0.00% — 50 $3K
MCF Advisors LLC 0.00% Reduce -93.4% 50 $3K
Dixon Mitchell Investment Counsel Inc. 0.00% New 50 $3K
Wealth Watch Advisors, INC 0.00% No change 49 $2K
New Millennium Group LLC 0.00% No change 46 $2K
Federated Hermes, Inc. 0.00% Reduce -42.5% 46 $2K
Horizon Financial Services, LLC 0.00% Add +0.0% 45 $2K
Riverview Trust Co 0.00% No change 42 $2K
Alvarez & Marsal Private Wealth Partners, LLC 0.00% — 42 $2K
Fairway Wealth LLC 0.00% New 41 $2K
Bernard Wealth Management Corp. 0.00% New 40 $2K
Coston, McIsaac & Partners 0.00% New 40 $2K
IMG Wealth Management, Inc. 0.00% No change 39 $2K
St. Johns Investment Management Company, LLC 0.00% No change 38 $2K
Country Trust Bank 0.00% No change 38 $2K
Abound Wealth Management 0.00% No change 36 $2K
Nvwm, LLC 0.00% Add +3.2% 32 $2K
American Capital Advisory, LLC 0.00% Reduce -27.9% 31 $2K
Proathlete Wealth Management LLC 0.00% Add +21.7% 28 $1K
Signature Resources Capital Management, LLC 0.00% New 25 $1K
Bare Financial Services, Inc 0.00% Reduce -82.4% 25 $1K
Tompkins Financial Corp. 0.00% New 25 $1K
Bruce G. Allen Investments, LLC 0.00% Reduce -74.4% 23 $1K
Richardson Financial Services Inc. 0.00% Add +58.3% 19 $1K
Strategic Advocates LLC 0.00% No change 20 $1K
Richard W. Paul & Associates, LLC 0.00% No change 20 $1K
Winch Advisory Services, LLC 0.00% No change 18 $935
Key Capital Management, INC 0.00% — 18 $916
McGuire Capital Advisors Inc. 0.00% — 13 $661
Beacon Capital Management, Inc. 0.00% No change 10 $509
Robinswood Financial LLC 0.00% Reduce -75.6% 10 $508
Nvest Wealth Strategies, Inc. 0.00% — 9 $458

"% 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.