Novo-Nordisk A/S-Spons ADRNVO

13F holders, Q1 2026 (March 31)
1,279holders −142
126new positions
274sold out
11famous investors
$36.73avg. 13F price*

At the end of Q1 2026, 1,279 institutions reported holding Novo-Nordisk A/S-Spons ADR (NVO) in their 13F filings, down 142 from Q4 2025. 126 opened new positions and 274 sold out. The largest holders were Dodge & Cox ($710.5M), Loomis Sayles & Co. L P ($625.4M) and Franklin Resources Inc. ($591.1M). 11 famous investors held it, including Lee Ainslie (0.9% of Maverick Capital's portfolio), Tom Gayner (0.9% of Markel Group's portfolio) and Jim Simons / Peter Brown (0.2% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions126$1.4B
Exits274$935.6M

All 13F filers, Q4 2025 → Q1 2026: 88,480,706 shares bought and 77,036,806 shares sold, net +11,443,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,279 holders

Dodge & Cox 0.39% New 19,333,750 $710.5M
Loomis Sayles & Co. L P 0.84% Reduce -0.7% 17,017,315 $625.4M
Franklin Resources Inc. 0.15% Add +9.4% 16,083,479 $591.1M
Capital International Investors 0.10% Add +5.2% 11,795,850 $424.8M
Susquehanna International Group, LLP 0.53% Add +808.8% 11,106,111 $408.1M
T. Rowe Price Associates Inc. 0.05% Add +14.2% 11,060,680 $406.5M
Morgan Stanley 0.02% Reduce -15.4% 10,869,200 $399.4M
Bank of America Corp. 0.03% Reduce -9.3% 10,769,699 $395.8M
Folketrygdfondet 5.92% Reduce -10.7% 9,080,820 $333.7M
Fisher Asset Management 0.11% Reduce -7.8% 9,021,103 $331.5M
Arrowstreet Capital, Limited Partnership 0.16% New 7,827,491 $287.7M
Everett Harris & Co. 3.05% Add +0.3% 6,424,661 $236.1M
Two Sigma Investments, LP 0.20% Add +1731.8% 6,286,501 $231.0M
State Farm Mutual Automobile Insurance Co. 0.18% No change 6,142,778 $225.7M
State Street Corp. 0.01% Reduce -2.6% 5,837,193 $222.9M
Capital World Investors 0.03% Add +2513.0% 5,209,427 $191.3M
Goldman Sachs Group Inc. 0.02% Reduce -53.4% 5,121,037 $188.2M
UBS Group AG 0.03% Reduce -7.0% 4,565,708 $167.8M
Royal Bank of Canada 0.03% Add +3.2% 4,527,779 $166.4M
Envestnet Asset Management Inc. 0.04% Add +42.8% 3,959,430 $145.5M
Northern Trust Corp. 0.02% Reduce -21.1% 3,654,856 $134.3M
Wells Fargo & Company 0.03% Reduce -8.8% 3,642,599 $133.9M
Raymond James Financial Inc. 0.04% Add +11.5% 3,531,005 $129.8M
Saratoga Research & Investment Management 7.17% Add +85.5% 3,436,329 $126.3M
Renaissance Technologies 0.20% Add +6.7% 3,397,121 $124.8M
Fayez Sarofim & Co 0.32% Reduce -19.8% 3,395,479 $124.8M
Barclays PLC 0.04% Add +245.6% 3,283,636 $120.7M
Marshall Wace, LLP 0.12% Add +459.5% 3,046,611 $112.0M
BlackRock, Inc. 0.00% Reduce -8.8% 2,951,353 $108.5M
Markel Group 0.88% No change 2,869,774 $105.5M
Citadel Advisors 0.07% Reduce -63.1% 2,736,525 $100.6M
JPMorgan Chase & Co. 0.01% Reduce -20.5% 2,808,818 $99.1M
Defiance ETFs, LLC 1.16% New 2,192,592 $80.6M
Maverick Capital 0.89% New 2,080,121 $76.4M
D. E. Shaw & Co. 0.06% Add +141.3% 2,039,106 $74.9M
Jane Street Group, LLC 0.08% Reduce -10.0% 2,024,007 $74.4M
Natixis 0.30% Add +137.2% 2,005,285 $73.7M
Saturna Capital Corp. 0.92% Reduce -13.6% 1,790,627 $65.8M
Holocene Advisors, LP 0.16% Add +47.9% 1,745,580 $64.2M
Ameriprise Financial Inc. 0.01% Add +0.6% 1,747,225 $63.9M
Van Eck Associates Corp. 0.04% Reduce -1.4% 1,621,481 $59.6M
Citigroup Inc. 0.04% Add +10.1% 1,547,655 $56.9M
Rockefeller Capital Management L.P. 0.09% Add +6.9% 1,433,073 $52.7M
Millennium Management 0.04% Reduce -12.8% 1,408,853 $51.8M
FMR LLC 0.00% Reduce -86.5% 1,352,620 $49.7M
Natixis Advisors, LLC 0.07% Reduce -49.6% 1,339,875 $49.2M
LPL Financial LLC 0.01% Add +8.2% 1,322,929 $48.6M
Dimensional Fund Advisors LP 0.01% Reduce -5.7% 1,250,848 $46.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.32% Add +264.4% 1,259,409 $45.1M
American Century Companies Inc. 0.02% Add +37.8% 1,211,319 $44.5M
Causeway Capital Management LLC 0.53% Add +18.1% 1,174,213 $43.2M
Stifel Financial Corp. 0.04% Reduce -8.8% 1,156,481 $42.5M
United Capital Financial Advisors, LLC 0.24% Add +62.4% 1,052,622 $38.7M
Quadrature Capital Ltd 0.45% Reduce -12.7% 1,027,748 $37.8M
Trexquant Investment LP 0.26% Add +398.7% 982,773 $36.1M
Menora Mivtachim Holdings LTD. 0.16% Add +235.4% 926,168 $34.0M
HSBC Holdings PLC 0.02% Add +95.9% 899,804 $32.7M
Invesco Ltd. 0.00% Add +40.3% 886,476 $32.6M
Oppenheimer Asset Management Inc. 0.35% Add +32.5% 836,460 $30.7M
Truist Financial Corp. 0.04% Add +16.7% 811,072 $29.8M
IMC-Chicago, LLC 0.45% Add +648.2% 802,198 $29.5M
Smith Chas P & Associates Pa Cpas 1.60% Add +40.5% 801,586 $29.5M
Cullen Capital Management, LLC 0.30% Add +44.7% 792,355 $29.1M
XXEC, Inc. 5.08% Add +487.1% 545,020 $29.0M
BNP Paribas Financial Markets 0.02% Reduce -43.7% 787,600 $28.9M
Farallon Capital Management, L.L.C. 0.17% New 782,000 $28.7M
WCM Investment Management, LLC 0.07% Reduce -67.7% 810,997 $28.6M
Public Employees Retirement System of Ohio 0.09% New 756,509 $27.8M
Academy Capital Management 3.78% Add +96.6% 719,230 $26.4M
National Bank of Canada 0.03% Reduce -67.0% 710,082 $26.1M
Marex Group Ltd 0.27% Reduce -30.1% 703,501 $25.9M
Corient Private Wealth LP 0.03% Reduce -5.1% 672,999 $23.6M
Jump Financial, LLC 0.38% New 621,393 $22.8M
Euro Pacific Asset Management, LLC 2.22% Add +35.1% 467,452 $22.4M
Bank of Montreal 0.01% Reduce -76.7% 589,107 $21.6M
Walleye Capital LLC 0.14% Add +15.5% 578,309 $21.3M
Cibc World Market Inc. 0.04% Reduce -21.4% 550,628 $20.2M
Capital Fund Management S.A. 0.18% Add +303.4% 549,373 $20.2M
Warther Private Wealth, LLC 4.48% Add +24.0% 519,480 $19.1M
Sei Investments Co. 0.02% Add +53.7% 486,550 $17.9M
Pictet Asset Management Holding SA 0.02% New 484,350 $17.8M
Aberdeen Group plc 0.03% Reduce -21.7% 481,520 $17.7M
Nichols & Pratt Advisers LLP 1.14% Reduce -1.5% 480,319 $17.7M
Cerity Partners LLC 0.02% Reduce -0.9% 474,483 $17.4M
Bank of New York Mellon Corp 0.00% Reduce -21.7% 472,874 $17.4M
SG Americas Securities, LLC 0.02% Reduce -81.4% 472,124 $17.4M
Nomura Holdings Inc. 0.14% Add +29.7% 462,909 $17.0M
Creative Planning 0.01% Add +14.7% 451,021 $16.6M
Acadian Asset Management LLC 0.02% Add +402.0% 450,464 $16.5M
Private Advisory Group LLC 1.15% Add +93.2% 450,155 $16.5M
Quinn Opportunity Partners LLC 0.86% Add +36.0% 447,600 $16.4M
Tudor Investment Corporation 0.09% Add +88.1% 440,617 $16.2M
Brown Brothers Harriman & Co. 0.09% Add +22.1% 433,278 $15.9M
Jia Investment Alliance Pte. LTD. 1.64% No change 426,700 $15.7M
Jones Financial Companies LLLP 0.01% Add +185.0% 432,770 $15.6M
PNC Financial Services Group, Inc. 0.01% Reduce -9.7% 423,561 $15.6M
CORDA Investment Management, LLC. 1.06% New 416,924 $15.3M
Analyst IMS Investment Management Services Ltd. 0.46% Add +6682.0% 411,670 $15.1M
Ensign Peak Advisors, Inc 0.03% New 400,384 $14.7M
Janney Montgomery Scott LLC 0.04% Add +19.8% 397,760 $14.6M
Cetera Investment Advisers 0.02% Add +38.5% 396,557 $14.6M
Simplex Trading, LLC 0.45% Reduce -61.4% 392,803 $14.4M
U.S. Capital Wealth Advisors, LLC 0.36% Add +99.0% 385,620 $14.2M
Balyasny Asset Management L.P. 0.03% Reduce -24.6% 383,146 $14.1M
Traynor Capital Management, Inc. 0.83% Reduce -1.2% 397,175 $14.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.2% 381,264 $14.0M
Scotia Capital Inc. 0.06% Add +19.1% 381,226 $14.0M
Walleye Trading LLC 0.29% Add +10.6% 378,650 $13.9M
Cim, LLC 1.99% Add +73.5% 374,817 $13.8M
Engineers Gate Manager LP 0.17% Add +4199.9% 364,111 $13.4M
Credit Agricole S A 0.04% Reduce -16.7% 358,137 $13.2M
Foresight Global Investors, Inc. 8.48% Add +7.7% 355,574 $13.1M
Quantinno Capital Management LP 0.02% Add +10.4% 351,692 $12.9M
TIAA Wealth Investment Management LLC 0.10% — 349,118 $12.8M
Osaic Holdings, Inc. 0.02% Add +14.4% 342,477 $12.6M
Focus Partners Wealth 0.01% Reduce -59.6% 340,709 $12.5M
Cambiar Investors LLC 0.57% New 333,293 $12.2M
Modera Wealth Management, LLC 0.15% Reduce -3.2% 331,601 $12.2M
Mariner, LLC 0.01% Add +2.6% 330,742 $12.1M
Simplify Asset Management Inc. 0.19% New 327,357 $12.0M
Pathstone Holdings, LLC 0.05% Reduce -5.6% 325,687 $12.0M
Clifford Swan Investment Counsel LLC 0.41% Add +1.8% 324,741 $11.9M
Baird Financial Group, Inc. 0.02% Reduce -83.4% 320,799 $11.8M
Cullen/Frost Bankers, Inc. 0.13% Add +90.6% 319,046 $11.7M
Penbrook Management LLC 8.80% Reduce -0.1% 316,200 $11.6M
Prospera Financial Services Inc 0.19% Reduce -28.6% 315,270 $11.6M
Clear Street Group Inc. 0.06% Reduce -48.9% 297,061 $10.9M
Eastern Bank 0.18% Add +254.9% 292,377 $10.7M
Vontobel Holding Ltd. 0.04% Add +64.8% 290,222 $10.7M
QV Investors Inc. 0.86% Add +38.1% 287,598 $10.6M
Dividend Assets Capital, LLC 2.00% Add +0.9% 272,379 $10.0M
Viking Fund Management LLC 1.02% Add +8.0% 270,000 $9.9M
Cantor Fitzgerald, L. P. 0.35% Reduce -54.6% 261,574 $9.6M
RPG Investment Advisory, LLC 1.16% Add +13.7% 260,620 $9.6M
SALT Holding Corp. 5.78% New 256,134 $9.4M
US Bancorp \de 0.01% Add +12.2% 251,687 $9.2M
Commonwealth Equity Services, LLC 0.01% Add +8.3% 250,569 $9.2M
Oak Family Advisors, LLC 2.82% Reduce -9.3% 248,745 $9.1M
Old National Bancorp 0.15% Add +375.1% 241,278 $8.9M
Sanctuary Advisors, LLC 0.05% Add +14.1% 239,948 $8.8M
Knuff & Co LLC 2.60% Add +37.0% 235,229 $8.6M
HighTower Advisors, LLC 0.01% Add +28.3% 235,066 $8.6M
Contrarius Group Holdings Ltd 0.47% Reduce -75.6% 226,951 $8.3M
Assetmark, Inc. 0.02% Reduce -4.9% 225,788 $8.3M
Oppenheimer & Co. Inc. 0.10% Reduce -4.1% 225,210 $8.3M
Cwm, LLC 0.02% Add +58.7% 218,589 $8.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +13.4% 208,837 $7.7M
JLB & Associates Inc. 1.11% Reduce -0.9% 209,507 $7.7M
Level Four Advisory Services, LLC 0.25% Add +121.9% 208,855 $7.7M
Dillon & Associates Inc. 1.05% Reduce -31.5% 206,349 $7.6M
PFM Health Sciences, LP 0.78% New 197,181 $7.2M
O'shaughnessy Asset Management, LLC 0.04% Add +1.0% 196,074 $7.2M
Hutchinson Capital Management 1.31% Reduce -2.8% 194,428 $7.1M
Stevens Capital Management LP 1.09% New 191,736 $7.0M
Manufacturers Life Insurance Company, The 0.01% Add +36.5% 187,246 $6.9M
Exchange Traded Concepts, LLC 0.05% Add +7.1% 183,834 $6.8M
AQR Capital Management 0.00% Add +28.1% 181,129 $6.7M
Carnegie Investment Counsel 0.13% Reduce -27.4% 178,029 $6.5M
Stamos Capital Partners, L.P. 1.02% Add +28.9% 177,423 $6.5M
Neuberger Berman Group LLC 0.00% Add +25.8% 177,065 $6.5M
Altrafin AG 2.28% Reduce -0.4% 174,413 $6.4M
Foundation Resource Management Inc. 0.72% Add +3.1% 174,126 $6.4M
Manning & Napier Advisors LLC 0.09% Add +3.7% 173,167 $6.4M
Russell Investments Group, Ltd. 0.01% Reduce -2.9% 172,806 $6.4M
Y-Intercept (Hong Kong) Ltd 0.12% Add +420.6% 165,981 $6.1M
Alpine Fox Capital LLC 5.71% Add +10.0% 165,000 $6.1M
Kestra Advisory Services, LLC 0.02% Add +11.9% 164,361 $6.0M
Eldred Rock Partners, LLC 1.53% Reduce -0.9% 163,850 $6.0M
Birch Capital Management, LLC 3.12% Add +2.3% 162,142 $6.0M
MML Investors Services, LLC 0.02% Reduce -15.0% 160,654 $5.9M
Atria Investments, Inc 0.07% Add +4.4% 159,507 $5.9M
Trillium Asset Management, LLC 0.19% Reduce -13.0% 145,602 $5.9M
Claret Asset Management Corp 0.70% Add +3.1% 157,347 $5.8M
Vestmark Advisory Solutions, Inc. 0.06% Add +22.2% 156,945 $5.8M
PEAK6 LLC 0.17% Reduce -1.1% 156,695 $5.8M
Capital International, Inc. 0.04% Add +76.7% 155,415 $5.7M
Leonteq Securities AG 0.34% New 153,243 $5.6M
M. Kulyk & Associates, LLC 1.04% Add +0.1% 152,311 $5.6M
Beacon Investment Advisory Services, Inc. 0.23% Reduce -5.6% 151,689 $5.6M
Mercer Global Advisors Inc. 0.01% Reduce -8.9% 149,847 $5.5M
ARS Investment Partners, LLC 0.28% Reduce -11.6% 149,056 $5.5M
Boston Partners 0.01% Reduce -97.3% 145,020 $5.3M
Captrust Financial Advisors 0.01% Add +19.6% 143,005 $5.3M
QRG Capital Management, Inc. 0.05% Add +29.1% 142,431 $5.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.1% 142,246 $5.2M
Centiva Capital, LP 0.24% Add +2683.8% 139,189 $5.1M
Avaii Wealth Management, LLC 1.75% Add +914.7% 136,348 $5.0M
Banco Santander, S.A. 0.04% Add +48.1% 134,137 $4.9M
Squarepoint Ops LLC 0.01% Reduce -85.9% 131,865 $4.8M
Glenmede Trust Co. NA 0.02% Reduce -18.3% 131,387 $4.8M
Hikari Power Ltd 0.42% No change 130,300 $4.8M
Hudson Bay Capital Management LP 0.03% Reduce -76.4% 125,038 $4.6M
Money Concepts Capital Corp. 0.25% Add +7.2% 123,261 $4.5M
Round Hill Asset Management 2.93% Add +24.8% 121,875 $4.5M
Sphera Funds Management LTD. 0.76% Add +4.3% 120,677 $4.4M
Federation des caisses Desjardins du Quebec 0.02% Reduce -33.3% 120,471 $4.4M
Callan Family Office, LLC 0.10% Add +10.6% 120,410 $4.4M
Greenfield Seitz Capital Management, LLC 1.33% Add +19.9% 120,379 $4.4M
Sfmg, LLC 0.30% Add +3.2% 119,774 $4.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -31.4% 119,596 $4.4M
&partners 0.02% Add +36.6% 117,724 $4.4M
Martin Capital Partners, LLC 1.60% Add +1.9% 117,180 $4.3M
CIBC Bancorp USA Inc. 0.01% — 116,884 $4.3M
Brown Advisory Inc. 0.01% Add +2.4% 116,058 $4.3M
Palisade Capital Management, LP 0.15% Reduce -9.5% 115,043 $4.2M
Deutsche Bank AG 0.00% Reduce -77.4% 113,321 $4.2M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -14.2% 112,176 $4.1M
Choreo, LLC 0.05% Reduce -8.7% 106,820 $4.1M
Kornitzer Capital Management Inc. 0.09% Reduce -35.1% 109,092 $4.0M
Intesa Sanpaolo Wealth Management 0.98% Add +43.9% 108,800 $4.0M
Lynch Asset Management, Inc. 1.33% Reduce -0.3% 108,050 $4.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Reduce -1.7% 105,554 $4.0M
McMillan Office, Inc. 0.51% Reduce -6.0% 107,554 $4.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.11% Add +5.5% 105,108 $3.9M
Group One Trading LLC 0.13% Add +107.8% 104,451 $3.8M
Schonfeld Strategic Advisors LLC 0.03% New 102,040 $3.7M
TD Asset Management Inc 0.00% Reduce -74.8% 100,578 $3.7M
Phoenix Financial Ltd. 0.03% Reduce -15.9% 102,762 $3.7M
Teamwork Financial Advisors, LLC 0.41% Add +1.5% 100,124 $3.7M
New York State Common Retirement Fund 0.01% Add +7.2% 99,687 $3.7M
Smithbridge Asset Management Inc. 0.54% Reduce -50.3% 98,990 $3.6M
Capstone Investment Advisors, LLC 0.04% Add +914.0% 98,546 $3.6M
Calamos Advisors LLC 0.02% Reduce -11.5% 98,472 $3.6M
Azzad Asset Management Inc. 0.37% Add +49.7% 98,290 $3.6M
Hara Capital LLC 1.79% Add +35.3% 94,674 $3.6M
Concurrent Investment Advisors, LLC 0.04% Reduce -4.0% 96,636 $3.6M
Creek Drive Management Group LLC 2.21% New 96,000 $3.5M
Capital Research Global Investors 0.00% Add +113.5% 98,913 $3.5M
Harvest Portfolios Group Inc. 0.06% New 94,889 $3.5M
Brooklyn Investment Group 0.11% Reduce -3.3% 93,638 $3.4M
FourThought Financial Partners, LLC 0.30% Add +56.5% 93,399 $3.4M
Headinvest, LLC 0.70% Reduce -12.0% 93,068 $3.4M
Lazard Asset Management LLC 0.01% Reduce -89.2% 92,516 $3.4M
Rock Springs Capital Management LP 0.19% New 90,000 $3.3M
Fiduciary Trust Co 0.04% Reduce -13.9% 89,955 $3.3M
Laird Norton Wetherby Trust Company, LLC 0.07% Reduce -13.2% 86,951 $3.3M
Bulltick Wealth Management, LLC 0.72% Reduce -18.6% 86,030 $3.3M
Banque Pictet & Cie SA 0.04% Add +0.1% 86,770 $3.2M
Farther Finance Advisors, LLC 0.03% Add +19.1% 87,055 $3.2M
Arkadios Wealth Advisors 0.05% Add +8.1% 86,000 $3.2M
Americana Partners, LLC 0.08% Add +20.4% 85,237 $3.1M
DAVENPORT & Co LLC 0.02% Reduce -96.2% 84,784 $3.1M
Lester Murray Antman dba SimplyRich 0.80% Reduce -1.8% 84,741 $3.1M
Philip James Wealth Mangement, LLC 0.38% New 84,135 $3.1M
NewEdge Wealth, LLC 0.04% Add +19.9% 83,615 $3.1M
Wedbush Securities Inc. 0.09% Reduce -0.2% 82,814 $3.0M
Eastover Investment Advisors LLC 1.29% Add +31.4% 82,082 $3.0M
Rathbones Group PLC 0.01% Add +12.0% 81,882 $3.0M
Marathon Capital Management 0.68% Reduce -1.4% 81,564 $3.0M
Peapack Gladstone Financial Corp. 0.04% Add +11.4% 81,443 $3.0M
Third View Private Wealth, LLC 0.40% Add +14.8% 80,438 $3.0M
NewEdge Advisors, LLC 0.01% Reduce -6.7% 80,236 $2.9M
Nilsine Partners, LLC 0.23% Reduce -4.5% 70,339 $2.9M
St Germain D J Co. Inc. 0.11% Add +0.3% 78,744 $2.9M
Advisory Services Network, LLC 0.04% Add +46.0% 77,940 $2.9M
Steward Partners Investment Advisory, LLC 0.01% Reduce -55.6% 77,526 $2.8M
Tidal Investments LLC 0.01% Add +199.2% 76,545 $2.8M
Tevis Investment Management 1.60% Add +65.8% 74,090 $2.8M
Ashton Thomas Private Wealth, LLC 0.07% Add +583.3% 76,210 $2.8M
Bleakley Financial Group, LLC 0.04% Add +20.9% 75,618 $2.8M
Peloton Wealth Strategists 1.15% Add +22.3% 74,830 $2.8M
KMG Fiduciary Partners, LLC 0.20% Add +8.4% 74,733 $2.7M
Portside Wealth Group, LLC 0.37% Add +60.6% 74,273 $2.7M
Allen Capital Group, LLC 0.25% Add +29.1% 74,191 $2.7M
Stratos Wealth Partners, LTD. 0.03% Add +76.7% 73,502 $2.7M
Borer Denton & Associates, Inc. 0.96% Reduce -3.0% 73,287 $2.7M
Lafayette Investments, Inc. 0.54% Add +4.8% 72,455 $2.7M
Strategic Planning, Inc. 1.33% Add +2.4% 72,366 $2.7M
TD Waterhouse Canada Inc. 0.01% Add +12.6% 71,457 $2.6M
Ted Buchan & Co 0.95% Add +83.8% 70,833 $2.6M
Aperture Investors, LLC 0.33% Reduce -28.9% 70,439 $2.6M
Mengis Capital Management, Inc. 0.45% Add +5.5% 70,364 $2.6M
Private Advisor Group, LLC 0.01% Reduce -20.3% 70,000 $2.6M
Allworth Financial LP 0.01% Reduce -46.9% 69,990 $2.6M
Mutual Advisors, LLC 0.05% Add +43.1% 69,457 $2.6M
Gunderson Capital Management LLC 1.06% New 69,211 $2.5M
Northstar Asset Management Inc. 0.77% Reduce -64.1% 68,246 $2.5M
FFG Partners, LLC 0.98% New 67,501 $2.5M
Thompson Siegel & Walmsley LLC 0.04% Add +5.8% 66,908 $2.5M
Guardian Partners Inc. 0.20% Reduce -12.1% 65,512 $2.4M
EFG International AG 0.05% Reduce -56.9% 64,884 $2.4M
Auxano Advisors, LLC 0.47% Add +28.9% 64,308 $2.4M
EagleClaw Capital Managment, LLC 0.33% Reduce -0.7% 64,200 $2.4M
Bank Hapoalim BM 0.38% Add +11.2% 63,995 $2.4M
LMR Partners LLP 0.03% Reduce -36.1% 63,871 $2.3M
WealthTrust Axiom LLC 0.58% Add +38.2% 63,660 $2.3M
Atwater Malick LLC 0.62% Reduce -3.9% 62,369 $2.3M
Meridian Investment Counsel Inc. 0.54% Reduce -0.1% 62,192 $2.3M
Stelac Advisory Services LLC 0.46% New 60,105 $2.3M
Lhm, Inc. 0.89% Reduce -57.6% 59,930 $2.3M
Caption Management, LLC 0.11% Reduce -24.4% 60,600 $2.2M
Quadrant Capital Group LLC 0.07% Reduce -36.3% 60,354 $2.2M
DKRT Investments Corp. 0.56% Add +140.0% 60,000 $2.2M
Three Bridge Wealth Advisors, LLC 0.60% Add +60.5% 57,590 $2.2M
Brown, Lisle/Cummings, Inc. 0.54% Add +0.2% 59,204 $2.2M
Wendell David Associates Inc. 0.24% Reduce -1.2% 59,058 $2.2M
Ssa Swiss Advisors AG 0.99% No change 58,536 $2.1M
Annis Gardner Whiting Capital Advisors, LLC 0.34% Add +677.5% 58,161 $2.1M
Prime Capital Investment Advisors, LLC 0.02% Add +0.6% 57,905 $2.1M
Obsidian Cio, LLC 1.91% New 57,768 $2.1M
Beutel, Goodman & Co Ltd. 0.01% Reduce -3.8% 57,713 $2.1M
BLKBRD Asset Management, LP 5.54% Reduce -14.6% 57,664 $2.1M
Equitable Holdings, Inc. 0.01% Reduce -2.5% 43,172 $2.1M
Limestone Investment Advisors LP 1.02% Add +119.2% 56,510 $2.1M
JCIC Asset Management Inc. 0.63% Add +60.3% 56,139 $2.1M
Apollon Wealth Management, LLC 0.03% Reduce -7.9% 56,015 $2.1M
Parallel Advisors, LLC 0.04% Add +27.8% 55,856 $2.1M
D.A. Davidson & Co. 0.01% Add +21.1% 55,236 $2.0M
Factory Mutual Insurance Co. 0.02% Reduce -7.7% 55,023 $2.0M
Torrey Growth & Income Advisors 0.84% Add +47.2% 55,783 $2.0M
Rhumbline Advisers 0.00% Reduce -2.4% 54,739 $2.0M
Victory Capital Management Inc. 0.00% Reduce -70.3% 54,657 $2.0M
Bank of Nova Scotia 0.00% Add +8.9% 54,407 $2.0M
Empowered Funds, LLC 0.01% New 54,188 $2.0M
Ethic Inc. 0.03% Add +16.8% 54,026 $2.0M
Keybank National Association 0.01% Add +7.5% 53,982 $2.0M
UMB Bank, n.a. 0.03% Reduce -3.1% 53,807 $2.0M
Crossmark Global Holdings, Inc. 0.03% Reduce -8.8% 53,742 $2.0M
Signaturefd, LLC 0.03% Reduce -12.3% 53,683 $2.0M
Hantz Financial Services, Inc. 0.03% Reduce -19.8% 53,302 $2.0M
Carolina Wealth Advisors, LLC 0.81% Reduce -53.0% 52,995 $1.9M
Ritholtz Wealth Management 0.03% Reduce -10.7% 52,477 $1.9M
RKL Wealth Management LLC 0.17% Reduce -3.6% 52,347 $1.9M
Salem Investment Counselors Inc. 0.06% Add +428.3% 51,205 $1.9M
Financial Gravity Asset Management, Inc. 0.34% Add +12.7% 51,858 $1.9M
Optimist Retirement Group LLC 0.84% New 51,561 $1.9M
Eukles Asset Management 0.83% Reduce -3.8% 50,927 $1.9M
Sterling Capital Management LLC 0.04% Add +15.6% 50,599 $1.9M
Beverly Hills Private Wealth, LLC 0.31% Add +17.1% 50,343 $1.9M
Benjamin Edwards Inc. 0.02% Add +47.1% 49,864 $1.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +526.3% 49,637 $1.8M
CWA Asset Management Group, LLC 0.06% Reduce -35.7% 49,505 $1.8M
Harbour Investment Management LLC 0.98% Reduce -15.5% 47,720 $1.8M
Bfsg, LLC 0.17% Reduce -0.2% 49,179 $1.8M
Henry James International Management Inc. 0.65% Reduce -0.1% 49,156 $1.8M
Vise Technologies, Inc. 0.04% No change 35,214 $1.8M
Cardinal Capital Management 0.23% Add +3.0% 46,693 $1.8M
Pinnacle Associates Ltd. 0.02% Reduce -32.1% 47,880 $1.8M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -3.9% 39,312 $1.7M
Bradley Foster & Sargent Inc. 0.03% Add +0.6% 46,960 $1.7M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +42.5% 46,923 $1.7M
Kennedy Investment Group, Inc. 0.67% Add +137.8% 46,776 $1.7M
Cox Capital Mgt LLC 1.14% Add +73.8% 46,754 $1.7M
Waverly Advisors, LLC 0.01% Add +396.5% 46,510 $1.7M
Mattern Capital Management, LLC 0.20% Add +55.5% 46,324 $1.7M
Sentinel Trust Co. Lba 0.17% No change 46,238 $1.7M
1832 Asset Management L.P. 0.00% Reduce -4.7% 46,089 $1.7M
Advisors Asset Management, Inc. 0.03% Add +34.5% 46,071 $1.7M
Aurora Investment Counsel 0.94% Add +3.4% 45,881 $1.7M
Rodgers Brothers Inc. 0.19% Reduce -3.8% 45,550 $1.7M
Evergreen Capital Management LLC 0.04% Reduce -74.9% 43,786 $1.7M
Sawyer & Company, Inc 0.64% Reduce -5.3% 45,062 $1.7M
Wilson & Boucher Capital Management, LLC 1.09% Reduce -6.7% 44,828 $1.6M
ICW Investment Advisors LLC 0.59% Add +0.9% 44,741 $1.6M
Loudon Investment Management, LLC 0.88% Reduce -10.9% 44,733 $1.6M
Orion Porfolio Solutions, LLC 0.01% Reduce -48.7% 44,709 $1.6M
MAI Capital Management 0.01% Add +4.5% 44,633 $1.6M
RFG Advisory, LLC 0.03% Add +16.3% 44,173 $1.6M
Merit Financial Group, LLC 0.01% Add +2.3% 44,034 $1.6M
Blair William & Co. 0.00% Reduce -4.9% 44,012 $1.6M
Ipswich Investment Management Co., Inc. 0.38% Reduce -41.1% 43,541 $1.6M
AE Wealth Management LLC 0.01% Add +215.4% 43,352 $1.6M
Coldstream Capital Management Inc. 0.02% Add +1.5% 43,342 $1.6M
Caprock Group, LLC 0.04% Reduce -5.1% 41,837 $1.6M
Manhattan West Asset Management, LLC 0.31% Add +34.1% 42,665 $1.6M
Norden Group LLC 0.15% Add +85.4% 42,652 $1.6M
Park Avenue Securities LLC 0.01% Reduce -6.8% 42,248 $1.6M
Norman Fields, Gottscho Capital Management, LLC 0.51% Add +14.4% 42,257 $1.6M
Snowden Capital Advisors LLC 0.04% Reduce -32.8% 40,693 $1.5M
Kestra Private Wealth Services, LLC 0.02% Add +38.4% 42,003 $1.5M
Longitude (Cayman) Ltd. 1.35% Add +27.3% 42,000 $1.5M
Burkett Asset Management Ltd 1.52% Add +17.2% 41,995 $1.5M
Destination Wealth Management 0.04% Add +2.2% 41,068 $1.5M
North Star Asset Management Inc. 0.07% No change 41,046 $1.5M
Motley Fool Wealth Management, LLC 0.17% Reduce -27.1% 40,353 $1.5M
SouthState Bank Corp 0.07% Reduce -14.7% 40,126 $1.5M
Greenline Partners, LLC 0.16% No change 39,476 $1.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Reduce -32.5% 40,097 $1.4M
Gibbs Wealth Management 0.19% Add +115.7% 39,273 $1.4M
Nicollet Investment Management, Inc. 0.49% Add +90.6% 39,205 $1.4M
Yousif Capital Management, LLC 0.02% No change 38,849 $1.4M
Fifth Third Bancorp 0.00% Reduce -7.9% 38,838 $1.4M
Centaurus Financial, Inc. 0.07% Reduce -3.8% 38,244 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Add +24.3% 38,209 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Reduce -12.2% 36,975 $1.4M
Voya Investment Management LLC 0.00% Add +5.7% 36,940 $1.4M
Vident Advisory, LLC 0.01% Reduce -11.4% 36,912 $1.4M
Patten & Patten Inc. 0.08% Reduce -2.0% 36,815 $1.4M
Ballentine Partners, LLC 0.02% Add +31.9% 36,786 $1.4M
Rwa Wealth Partners, LLC 0.01% Reduce -0.1% 36,659 $1.3M
Clearstead Advisors, LLC 0.01% Add +158.6% 36,595 $1.3M
Roberts Glore & Co. Inc. 0.37% Add +39.7% 36,518 $1.3M
Evelyn Partners Asset Management Ltd 0.33% Reduce -69.3% 36,443 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +0.8% 36,324 $1.3M
Brooklands Fund Management Ltd 1.76% Reduce -0.1% 35,445 $1.3M
Exencial Wealth Advisors, LLC 0.04% Add +18.4% 36,257 $1.3M
Harbour Trust & Investment Management Co 0.14% Reduce -8.9% 36,155 $1.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -9.1% 35,838 $1.3M
Bennett Selby Investments LP 0.46% Reduce -38.9% 35,726 $1.3M
Taproot Management LP 0.25% New 35,558 $1.3M
Sepio Capital, LP 0.07% Add +9.0% 35,426 $1.3M
Venturi Wealth Management, LLC 0.06% Add +5.9% 35,352 $1.3M
Naviter Wealth, LLC 0.16% Add +5.8% 34,012 $1.3M
Guggenheim Capital LLC 0.01% Add +8.8% 35,120 $1.3M
Pinnacle Financial Partners, Inc. 0.01% Add +13.6% 35,073 $1.3M
Boston Family Office LLC 0.09% Reduce -5.6% 35,040 $1.3M
Marshall Financial Group, LLC 0.21% Add +10.3% 34,961 $1.3M
Roundview Capital LLC 0.08% Reduce -4.2% 34,871 $1.3M
Independent Advisor Alliance 0.01% Reduce -10.3% 34,808 $1.3M
Savvy Advisors, Inc. 0.03% Add +4.4% 34,795 $1.3M
Augustine Asset Management Inc. 0.29% Add +2.8% 34,793 $1.3M
Greenleaf Trust 0.01% Reduce -0.8% 34,209 $1.3M
Fortis Group Advisors, LLC 0.21% Reduce -60.5% 29,703 $1.3M
A. D. Beadell Investment Counsel, Inc. 0.80% Reduce -5.6% 33,838 $1.2M
Global X Japan Co., Ltd. 0.06% Add +9.4% 33,802 $1.2M
Benedict Financial Advisors Inc. 0.26% Reduce -5.7% 33,489 $1.2M
Garrison Point Advisors, LLC 0.56% Reduce -8.3% 33,268 $1.2M
ADAR1 Capital Management, LLC 0.07% New 33,000 $1.2M
Convergence Financial, LLC 0.13% Add +111.5% 32,878 $1.2M
Ieq Capital, LLC 0.01% Reduce -34.4% 32,788 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -6.2% 31,821 $1.2M
M&T Bank Corp 0.00% Reduce -57.1% 32,740 $1.2M
Principal Securities, Inc. 0.02% Reduce -1.9% 32,637 $1.2M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -5.1% 32,618 $1.2M
Tower Research Capital LLC (TRC) 0.03% New 32,014 $1.2M
DGS Capital Management, LLC 0.19% Add +2.1% 31,948 $1.2M
SBI Securities Co., Ltd. 0.03% Add +23.4% 31,478 $1.2M
Venture Visionary Partners LLC 0.04% Add +100.3% 31,247 $1.1M
Shariaportfolio, Inc. 0.51% New 31,191 $1.1M
Channing Global Advisors, LLC 0.67% Reduce -1.1% 31,185 $1.1M
Lockheed Martin Investment Management Co. 0.04% Add +10.6% 30,900 $1.1M
Clear Creek Financial Management, LLC 0.09% Add +89.5% 30,581 $1.1M
Harrington Investments, INC 0.59% Add +12.6% 30,319 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +32.0% 30,120 $1.1M
Perigon Wealth Management, LLC 0.02% Reduce -56.1% 29,481 $1.1M
Clean Yield Group 0.30% Reduce -2.2% 29,478 $1.1M
Banque Cantonale Vaudoise 0.04% Add +32.8% 29,164 $1.1M
LFG Wealth Partners, LLC 0.65% New 29,136 $1.1M
Grace & White Inc. 0.19% No change 29,000 $1.1M
Ingalls & Snyder LLC 0.04% Reduce -2.0% 28,892 $1.1M
Private Wealth Partners, LLC 0.08% Add +15.6% 28,835 $1.1M
Sax Wealth Advisors, LLC 0.05% Reduce -4.6% 20,751 $1.1M
Cravens & Co Advisors, LLC 0.68% Add +215.6% 28,674 $1.1M
GC Wealth Management RIA, LLC 0.04% Add +12.2% 28,640 $1.1M
Aaron Wealth Advisors LLC 0.06% Add +28.2% 28,636 $1.1M
Bayesian Capital Management, LP 1.28% New 28,600 $1.1M
McCarter Private Wealth Services LLC 0.46% Reduce -54.4% 28,592 $1.1M
Lido Advisors, LLC 0.00% Reduce -88.0% 27,574 $1.0M
Rakuten Securities, Inc. 0.43% Add +132.0% 28,428 $1.0M
Strive Financial Group ,LLC 0.55% Reduce -2.9% 28,354 $1.0M
DRW Securities, LLC 0.06% New 28,275 $1.0M
Vista Investment Management 0.35% Add +58.9% 28,224 $1.0M
Flow Traders U.S. LLC 0.03% Reduce -12.4% 28,210 $1.0M
Boothbay Fund Management, LLC 0.02% Add +40.3% 28,120 $1.0M
Burney Co./ 0.03% Add +4.0% 28,085 $1.0M
GMO 0.00% Reduce -84.9% 27,971 $1.0M
First Trust Advisors LP 0.00% Reduce -94.5% 27,466 $1.0M
Woodmont Investment Counsel LLC 0.06% Reduce -21.8% 27,438 $1.0M
Hohimer Wealth Management, LLC 0.12% Reduce -57.0% 27,417 $1.0M
HB Wealth Management, LLC 0.01% Reduce -8.6% 27,386 $1.0M
Aureus Asset Management, LLC 0.07% Reduce -7.1% 27,220 $1.0M
Avidian Wealth Enterprises, LLC 0.03% Add +101.8% 26,926 $990K
Lowe Brockenbrough & Co. Inc. 0.05% Reduce -7.3% 26,886 $988K
Choate Investment Advisors 0.02% Reduce -26.2% 26,725 $982K
GeoWealth Management, LLC 0.04% Add +15.5% 26,536 $975K
First Growth Capital LLC 0.88% Add +13.2% 26,686 $974K
Alliance Wealth Advisors, LLC 0.21% Add +4.6% 26,446 $972K
Qtron Investments LLC 0.13% No change 26,006 $956K
IHT Wealth Management, LLC 0.02% Add +14.6% 25,867 $951K
Capstone Capital Management Ltd 0.94% New 25,434 $935K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% Reduce -90.4% 25,305 $930K
Stablepoint Partners, LLC 0.14% Add +22.9% 25,250 $928K
Performance Wealth Partners, LLC 0.03% Reduce -1.3% 25,090 $922K
Naples Global Advisors, LLC 0.07% Reduce -25.8% 24,245 $919K
Intellectus Partners, LLC 0.19% Add +10.4% 24,189 $918K
Bangor Savings Bank 0.07% Reduce -2.4% 24,917 $916K
Freestone Capital Holdings, LLC 0.03% Reduce -1.1% 24,651 $906K
Ridgewood Investments LLC 0.37% — 24,649 $906K
Grey Ledge Advisors, LLC 0.20% Reduce -1.4% 24,599 $904K
Stephens Inc. 0.01% Reduce -18.4% 24,425 $898K
Capital Advisors Inc. 0.01% Add +20.0% 24,379 $896K
Heartwood Wealth Advisors LLC 0.08% New 24,337 $894K
Integrated Wealth Concepts LLC 0.01% Add +59.9% 24,333 $894K
IFP Advisors, Inc 0.02% Reduce -9.9% 24,240 $891K
Roehl & Yi Investment Advisors, LLC 0.33% Add +56.3% 23,960 $881K
Harbour Investments, Inc. 0.01% Add +265.7% 23,784 $874K
Rossmore Private Capital 0.08% Reduce -3.0% 23,000 $873K
Hikari Tsushin, Inc. 0.06% No change 23,512 $864K
Trivant Custom Portfolio Group, LLC 0.47% Reduce -4.7% 23,445 $862K
MSH Capital Advisors LLC 0.18% Add +45.0% 23,422 $861K
Acumen Wealth Advisors, LLC 0.23% Reduce -28.4% 22,619 $859K
Polymer Capital Management (HK) LTD 0.12% New 23,328 $857K
CIBC Asset Management Inc 0.00% Reduce -4.9% 23,293 $856K
Claro Advisors Inc. 0.10% Add +10.9% 23,201 $853K
Demars Financial Group, LLC 0.28% Add +19.9% 23,099 $849K
EP Wealth Advisors, LLC 0.00% Reduce -38.2% 23,003 $845K
Florida Trust Wealth Management Co 0.02% Add +26.2% 22,594 $830K
PCM Encore, LLC 0.17% Add +3.7% 22,509 $827K
Frank, Rimerman Advisors LLC 0.05% Reduce -25.3% 22,463 $826K
Texas Yale Capital Corp. 0.02% Add +3.1% 22,324 $820K
Summit Trail Advisors, LLC 0.01% Add +247.4% 22,251 $818K
WINTON GROUP Ltd 0.03% New 22,200 $816K
Swmg, LLC 0.23% No change 22,122 $813K
Avior Wealth Management, LLC 0.02% Reduce -7.3% 22,063 $811K
180 Wealth Advisors, LLC 0.09% Add +27.2% 22,025 $809K
OneDigital Investment Advisors LLC 0.01% Reduce -12.5% 21,858 $803K
Oak Associates Ltd. 0.05% No change 21,642 $795K
Signet Investment Advisory Group, Inc. 0.36% No change 21,600 $794K
Chicago Partners Investment Group LLC 0.02% Reduce -8.3% 20,229 $792K
Baldwin Investment Management, LLC 0.09% No change 21,549 $792K
Ballast Advisors LLC 0.23% Add +0.9% 21,548 $792K
Regions Financial Corp. 0.01% Reduce -25.7% 21,537 $791K
Commerce Bank 0.00% Add +10.1% 21,501 $790K
NBT Bank, N.A. 0.05% Reduce -0.1% 21,435 $788K
Welch & Forbes LLC 0.01% Reduce -1.0% 21,297 $783K
Ameritas Advisory Services, LLC 0.03% Add +45.2% 21,185 $779K
Joel Isaacson & Co., LLC 0.03% Reduce -2.1% 21,026 $773K
Carnegie Lake Advisors LLC 0.31% Reduce -1.3% 20,900 $768K
Novem Group 0.09% Add +4.7% 20,869 $767K
Compagnie Lombard Odier SCmA 0.01% Reduce -54.0% 20,780 $764K
Sava Infond d.o.o. 0.11% No change 20,725 $762K
Nwam LLC 0.04% Add +331.4% 20,662 $759K
HBK Sorce Advisory LLC 0.02% Add +15.0% 16,481 $759K
Chilton Capital Management LLC 0.03% Reduce -2.2% 20,621 $758K
Patriot Financial Group Insurance Agency, LLC 0.04% New 20,474 $752K
Disciplined Investors, L.L.C. 0.44% No change 20,233 $744K
Directional Asset Management 0.68% Add +113.7% 20,185 $742K
Profund Advisors LLC 0.03% Reduce -13.5% 20,084 $738K
Capital International Sarl 0.01% Add +133.7% 20,015 $736K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.23% Reduce -11.1% 20,000 $735K
Integrity Alliance, Llc. 0.03% Add +5.6% 19,983 $734K
Mosaic Family Wealth Partners, LLC 0.07% Add +406.4% 19,911 $732K
Checchi Capital Advisers, LLC 0.05% Reduce -7.0% 19,897 $731K
Schroder Investment Management Group 0.00% Reduce -15.0% 20,444 $721K
Penobscot Investment Management Company, Inc. 0.06% Reduce -18.6% 19,540 $718K
Hunter Associates Investment Management LLC 0.09% No change 19,498 $716K
Brookstone Capital Management 0.01% Add +25.2% 19,480 $716K
Hirtle & Co., LLC 0.03% No change 19,457 $715K
Ironwood Investment Management LLC 0.29% Reduce -4.5% 19,195 $705K
Dynamic Advisor Solutions LLC 0.02% Reduce -63.8% 19,136 $703K
SkyView Investment Advisors, LLC 0.09% Add +1.9% 19,010 $699K
Moors & Cabot, Inc. 0.03% Add +4.9% 18,982 $698K
Personal Cfo Solutions, LLC 0.10% Reduce -18.2% 17,891 $679K
Investors Research Corp 0.13% New 18,475 $679K
Romano Brothers and Company 0.08% Reduce -46.7% 18,246 $671K
MMBG Investment Advisors Co. 0.06% Reduce -41.0% 17,570 $667K
Compound Planning, Inc. 0.02% Reduce -40.2% 18,137 $667K
Abacus Wealth Partners, LLC 0.06% Reduce -32.0% 18,132 $666K
Outfitters Financial LLC 0.52% Add +6.5% 18,120 $666K
Wealth Quarterback LLC 0.26% Add +14.5% 18,107 $665K
Icon Wealth Advisors, LLC 0.04% Reduce -32.8% 16,490 $664K
Alliancebernstein L.P. 0.00% Reduce -36.0% 12,937 $658K
Jain Global LLC 0.01% Reduce -91.8% 17,890 $657K
Raelipskie Partnership 0.28% Add +5.7% 17,848 $656K
Banco de Sabadell, S.A 0.43% Add +2.8% 18,396 $647K
Valeo Financial Advisors, LLC 0.02% Reduce -16.3% 17,572 $646K
Generali Investments CEE, investicni spolecnost, a.s. 0.03% Reduce -18.9% 17,413 $640K
National Philanthropic Trust 0.01% Add +256.1% 17,381 $639K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +23.4% 17,222 $633K
Financial Solutions Advisory Group, Inc. 0.09% — 17,177 $631K
Manske Wealth Management 0.18% Add +251.9% 17,173 $631K
Westfield Capital Management Co. LP 0.00% New 17,108 $629K
Mitchell & Pahl Private Wealth, LLC 0.26% Add +16.1% 17,103 $629K
Mission Wealth Management, LP 0.01% Reduce -18.4% 16,944 $623K
PFG Investments, LLC 0.03% Reduce -22.4% 16,807 $618K
CenterStar Asset Management, LLC 0.60% New 16,807 $617K
Global Trust Asset Management, LLC 0.24% Reduce -8.6% 16,775 $616K
Jefferies Financial Group Inc. 0.01% Add +682.4% 16,524 $607K
Human Investing LLC 0.09% Reduce -7.8% 16,402 $603K
LOM Asset Management Ltd 0.17% Reduce -0.6% 16,350 $601K
Western Wealth Management, LLC 0.02% Add +89.9% 16,271 $598K
Delaney Dennis R 0.21% No change 16,250 $597K
Rehmann Capital Advisory Group 0.03% Reduce -12.7% 16,188 $595K
DE Burlo Group Inc. 0.13% Reduce -95.7% 16,100 $592K
Fairfield, Bush & Co. 0.33% Reduce -9.6% 16,096 $592K
Fairview Capital Investment Management, LLC 0.03% No change 16,070 $591K
Cacti Asset Management LLC 0.04% No change 16,000 $588K
Lakeside Advisors, INC. 0.39% Reduce -7.8% 15,950 $586K
Ar Asset Management Inc. 0.11% New 15,862 $583K
Confluence Investment Management LLC 0.01% Add +20.3% 15,686 $576K
Central Bank & Trust Co. 0.09% Add +16.8% 15,478 $569K
Bond & Devick Financial Network, Inc. 0.16% No change 15,422 $567K
Donaldson Capital Management, LLC 0.02% Reduce -2.4% 15,418 $567K
Diversify Wealth Management, LLC 0.01% Reduce -30.4% 14,002 $564K
Horizon Kinetics Asset Management LLC 0.01% No change 15,350 $564K
Journey Retirement Planning & Investment Management LLC 0.49% Reduce -70.1% 15,211 $559K
VestGen Advisors, LLC 0.02% Add +150.1% 11,853 $557K
Summit Financial Wealth Advisors, LLC 0.08% Reduce -8.1% 15,066 $554K
Atlantic Union Bankshares Corp 0.01% Add +1.6% 15,027 $552K
World Investment Advisors 0.01% Add +12.0% 15,010 $552K
Red Door Wealth Management, LLC 0.06% Add +2.7% 14,985 $551K
Independent Financial Group, LLC 0.01% Reduce -26.3% 14,971 $550K
Harrell Investment Partners, LLC 0.13% Add +15.9% 14,923 $548K
Great Diamond Partners, LLC 0.10% Reduce -0.2% 14,827 $545K
Bull Street Advisors, LLC 0.27% No change 14,770 $543K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -63.5% 14,761 $542K
Argonautica Private Wealth Management, Inc. 0.16% Add +15.8% 14,665 $539K
Seed Wealth Management, Inc. 0.37% Add +33.8% 14,644 $538K
1834 Investment Advisors Co. 0.07% New 14,603 $537K
Mirabaud & Cie SA 0.22% Add +46.0% 14,600 $537K
Invst, LLC 0.06% Add +89.7% 14,596 $536K
Monarch Capital Management Inc. 0.13% Add +44.2% 14,285 $536K
Alkeme Wealth, LLC 0.22% Add +197.8% 14,577 $536K
Highland Capital Management, LLC 0.03% Add +0.5% 14,568 $535K
Brown Miller Wealth Management, LLC 0.15% New 14,520 $534K
SeaCrest Wealth Management, LLC 0.06% Reduce -30.0% 14,486 $532K
Greenwood Capital Associates LLC 0.06% New 14,451 $531K
Johnson Investment Counsel Inc. 0.00% Reduce -11.7% 14,301 $526K
Marotta Asset Management 0.10% Reduce -0.1% 14,278 $521K
Diadema Partners LP 0.21% New 14,577 $521K
First Citizens Bank & Trust Co. 0.01% Reduce -1.9% 14,152 $520K
Bridgewater Advisors Inc. 0.03% Reduce -6.4% 11,007 $518K
PAX Financial Group, LLC 0.09% Add +87.0% 13,940 $512K
Jamison Private Wealth Management, Inc. 0.06% Reduce -6.9% 13,919 $512K
Argent Trust Co 0.02% Add +29.8% 13,828 $508K
Wealthfront Advisers LLC 0.00% Add +63.2% 13,805 $507K
Hardworking Capital Advisors, LLC 0.47% Add +29.7% 13,728 $505K
Summit Financial, LLC 0.01% Add +11.9% 13,280 $504K
Retirement Planning Co of New England, Inc. 0.20% Add +17.0% 13,686 $503K
Penserra Capital Management LLC 0.01% Add +97.4% 13,431 $493K
Balboa Wealth Partners 0.08% Add +12.0% 13,333 $490K
Doliver Advisors, LP 0.11% Add +11.2% 13,326 $490K
Sovran Advisors, LLC 0.04% Add +15.3% 11,487 $485K
Meridian Wealth Management, LLC 0.02% Reduce -71.6% 13,145 $483K
Equitable Trust Co. 0.02% Reduce -72.2% 13,132 $483K
Sapient Capital LLC 0.01% Reduce -34.1% 12,651 $481K
Resources Management Corp. /CT/ 0.06% No change 13,000 $478K
Silver Oak Securities, Incorporated 0.03% Add +19.5% 12,976 $477K
Smartleaf Asset Management LLC 0.02% Reduce -21.4% 13,470 $475K
Union Bancaire Privee, UBP SA 0.01% Reduce -47.8% 14,930 $472K
Procyon Advisors, LLC 0.02% Add +6.7% 12,816 $471K
Parallax Volatility Advisers, L.P. 0.03% Reduce -73.7% 11,936 $471K
PeakShares LLC 0.43% Add +31.1% 12,642 $465K
Intesa Sanpaolo S.p.A. 0.03% Reduce -6.0% 12,625 $464K
Anchor Investment Management, LLC 0.04% Reduce -1.8% 12,579 $462K
Wealthspire Advisors, LLC 0.00% Reduce -19.1% 12,505 $460K
WJ Financial Advisors LLC 0.37% Add +3.5% 12,475 $458K
Sagespring Wealth Partners, LLC 0.01% Reduce -17.8% 12,473 $458K
White Knight Strategic Wealth Advisors, LLC 0.39% Reduce -13.5% 12,453 $458K
Mystic Asset Management, Inc. 0.11% Reduce -2.9% 12,425 $457K
Giverny Capital 0.02% No change 12,400 $456K
Principle Wealth Partners LLC 0.03% Add +5.5% 12,365 $454K
Institute for Wealth Management, LLC. 0.05% No change 12,344 $454K
Carson Advisory Inc. 0.23% Add +2.2% 12,316 $453K
Capital Markets Trading UK LLP 0.41% New 12,310 $452K
Huntington National Bank 0.00% Reduce -14.4% 12,217 $449K
Quintet Private Bank (Europe) S.A. 0.03% No change 12,165 $447K
Alexander Labrunerie & Co., Inc. 0.17% Add +9.2% 12,077 $444K
Boston Trust Walden Corp 0.00% No change 12,036 $442K
Hemenway Trust Co LLC 0.04% Reduce -33.7% 11,999 $441K
Capital Group Private Client Services, Inc. 0.01% Reduce -48.5% 11,956 $439K
Keudell/Morrison Wealth Management 0.09% Add +46.4% 11,928 $438K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -97.7% 11,847 $435K
Wilmington Savings Fund Society, FSB 0.01% No change 11,779 $433K
Innovative Asset Advisors Group, LLC 0.25% — 11,447 $431K
Aptus Capital Advisors, LLC 0.00% Add +8.5% 11,710 $430K
Manchester Capital Management LLC 0.06% Add +136.3% 11,611 $427K
Tempus Wealth Planning, LLC 0.10% Reduce -7.8% 11,609 $427K
Farringdon Capital, Ltd. 0.09% Add +21.6% 11,598 $426K
Basecamp Wealth Advisors LLC 0.09% Reduce -0.5% 11,568 $425K
Holderness Investments Co. 0.08% Add +4.5% 11,388 $419K
Syon Capital LLC 0.02% Add +10.3% 11,348 $417K
Chiron Capital Management, LLC 0.43% — 11,342 $417K
J. Goldman & Co LP 0.02% Reduce -42.8% 11,335 $417K
Legacy Capital Wealth Partners, LLC 0.09% Add +159.7% 11,330 $416K
Financial Perspectives, Inc 0.12% No change 11,256 $414K
Advisory Advocates, LLC 0.42% Add +18.2% 11,219 $412K
Balentine LLC 0.02% Reduce -3.4% 11,163 $410K
Jacobi Capital Management LLC 0.02% Reduce -7.2% 11,157 $410K
Capital Investment Advisory Services, LLC 0.03% Reduce -5.1% 11,095 $408K
Spartan Wealth Advisory Services LLC 0.04% — 11,057 $406K
Savant Capital, LLC 0.00% Reduce -9.6% 11,048 $406K
Larry Mathis Financial Planning, LLC 0.36% Add +4.8% 11,029 $405K
Kingswood Wealth Advisors, LLC 0.02% Reduce -30.3% 11,027 $405K
Fermata Advisors, LLC 0.09% Add +21.4% 11,016 $405K
LVW Advisors, LLC 0.04% Add +15.3% 10,930 $402K
Verity Asset Management, Inc. 0.17% Reduce -9.5% 10,925 $401K
Diamant Asset Management, Inc. 0.29% Add +2030.1% 401,310 $401K
Wedmont Private Capital 0.01% Reduce -6.4% 10,586 $398K
Ashton Thomas Securities, LLC 0.05% Add +1.1% 10,802 $397K
R Squared Ltd 0.22% Add +9.3% 10,756 $395K
Spinnaker Trust 0.02% No change 10,726 $394K
CreativeOne Wealth, LLC 0.01% Add +99.8% 10,704 $393K
Princeton Capital Management LLC 0.11% Reduce -0.4% 10,643 $391K
Diversified Management Inc. 0.07% Add +6.4% 10,636 $391K
FLC Capital Advisors 0.07% New 10,624 $390K
Stiles Financial Services Inc 0.12% Reduce -8.8% 10,622 $390K
Grove Bank & Trust 0.04% Add +33.0% 10,560 $388K
Motco 0.04% Reduce -9.1% 10,518 $387K
Dickmeyer Boyce Financial Management, Inc. 0.23% — 10,505 $386K
Rothschild Investment LLC 0.02% Reduce -12.0% 10,503 $386K
Foundations Investment Advisors, LLC 0.00% Add +20.2% 10,498 $386K
Great Valley Advisor Group, Inc. 0.01% Reduce -12.8% 10,476 $385K
Insigneo Advisory Services, LLC 0.03% Reduce -38.2% 10,471 $385K
Arista Wealth Management, LLC 0.05% New 10,372 $381K
Cohen Capital Management, Inc. 0.06% No change 10,312 $379K
Sankala Group LLC 0.31% Add +2.8% 10,432 $378K
First Pacific Financial 0.05% Add +4.9% 10,290 $378K
Athena Wealth Management, LLC 0.31% Add +80.6% 10,285 $378K
HUB Investment Partners, LLC 0.01% Reduce -1.3% 10,226 $376K
WFA of San Diego, LLC 0.30% Reduce -1.0% 10,220 $376K
Christine Messmer PC 0.24% New 10,170 $374K
Oxford Financial Group, LTD. LLC 0.02% Add +134.8% 10,168 $374K
Bar Harbor Wealth Management 0.02% Reduce -16.5% 10,160 $373K
Koshinski Asset Management, Inc. 0.02% Add +38.6% 10,137 $373K
Legacy Capital Group California, Inc. 0.14% Reduce -48.8% 10,094 $371K
Aviance Capital Partners, LLC 0.04% Reduce -1.0% 10,086 $371K
Matauro, LLC 0.05% New 10,083 $371K
Samalin Investment Counsel, LLC 0.13% Reduce -11.6% 10,006 $368K
Cullen Investment Group, LTD. 0.05% New 10,000 $368K
Signature Estate & Investment Advisors LLC 0.01% Add +35.2% 9,958 $366K
Kintra Wealth, LLC 0.03% Add +12.3% 9,927 $365K
Pure Financial Advisors, LLC 0.01% Add +126.9% 9,922 $365K
Baader Bank Aktiengesellschaft 0.04% Reduce -16.3% 9,900 $364K
Hazlett, Burt & Watson, Inc. 0.11% Reduce -8.3% 9,821 $361K
DecisionMap Wealth Management, LLC 0.23% Reduce -13.5% 9,821 $361K
Klingenstein Fields & Co. LP 0.01% No change 9,820 $361K
Curi Capital, LLC 0.01% Add +3.4% 9,807 $360K
Burford Brothers, Inc. 0.15% Reduce -9.3% 9,794 $360K
Essex Bank 0.08% Reduce -1.7% 9,758 $359K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -46.3% 9,757 $359K
DMC Group, LLC 0.24% Reduce -6.7% 9,754 $358K
Karani Asset Management LLC 0.31% Reduce -66.9% 9,710 $357K
Alyeska Investment Group, L.P. 0.00% New 9,684 $356K
Resonant Capital Advisors, LLC 0.02% Reduce -2.2% 9,371 $356K
Cabot Wealth Management Inc. 0.04% Reduce -93.9% 9,624 $354K
V-Square Quantitative Management LLC 0.04% Add +20.4% 9,614 $353K
Global Strategic Investment Solutions, LLC 0.03% Reduce -28.7% 9,536 $351K
Aurora Private Wealth, Inc. 0.25% No change 6,883 $350K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +10.7% 9,513 $350K
Sowell Financial Services LLC 0.01% Add +7.7% 9,442 $347K
Cairn Investment Group, Inc. 0.17% Reduce -8.9% 9,408 $346K
TBH Global Asset Management, LLC 0.07% Add +3.5% 9,382 $345K
One Capital Management, LLC 0.01% Add +7.7% 9,298 $342K
Coastal Bridge Advisors, LLC 0.02% New 9,275 $341K
Scientech Research LLC 0.28% New 9,274 $341K
Bath Savings Trust Co 0.04% Reduce -48.7% 9,250 $340K
Raub Brock Capital Management LP 0.09% No change 9,240 $340K
Stokes Family Office, LLC 0.03% Reduce -8.2% 9,159 $337K
Evoke Wealth, LLC 0.01% Reduce -7.5% 8,838 $335K
Wealthcare Advisory Partners LLC 0.01% Add +119.5% 9,108 $335K
New Vernon Investment Management LLC 0.36% No change 9,100 $334K
Gallacher Capital Management LLC 0.13% Add +1.4% 9,100 $334K
Foster Victor Wealth Advisors, LLC 0.02% Add +48.9% 8,443 $332K
Jeppson Wealth Management, LLC 0.10% New 9,019 $331K
OpenArc Corporate Advisory, LLC 0.00% Reduce -5.9% 8,972 $330K
NTV Asset Management LLC 0.04% Reduce -3.2% 8,952 $329K
Navigation Group, LLC 0.08% — 8,894 $327K
Channel Wealth LLC 0.08% Reduce -3.2% 8,881 $326K
Composition Wealth, LLC 0.00% Reduce -2.5% 8,835 $325K
TritonPoint Partners, LLC 0.12% Reduce -7.4% 8,477 $322K
Tiaa Trust, National Association 0.02% Add +5.4% 8,735 $321K
1776 Wealth LLC 0.13% No change 8,711 $320K
Sage Rhino Capital LLC 0.06% Reduce -16.9% 8,700 $320K
Ascent Group, LLC 0.01% Add +5.5% 8,683 $319K
Cullinan Associates Inc. 0.03% No change 8,675 $319K
Dudley Capital Management, LLC 0.14% Add +21.9% 8,655 $318K
Focus Financial Network, Inc. 0.01% Add +7.8% 8,332 $316K
Stokes Capital Advisors, LLC 0.07% Reduce -9.3% 8,600 $316K
PDS Planning, Inc 0.02% Reduce -40.3% 8,587 $316K
Guyasuta Investment Advisors Inc. 0.02% No change 8,537 $314K
Grandfield & Dodd, LLC 0.02% Reduce -0.3% 8,507 $313K
Harbor Investment Advisory, LLC 0.02% Add +10.9% 8,493 $312K
Trek Financial, LLC 0.02% Add +22.6% 8,473 $311K
Griffin Asset Management, Inc. 0.04% Add +2.8% 8,472 $311K
Blue Trust, Inc. 0.00% Reduce -19.7% 8,467 $311K
Busey Bank 0.01% Reduce -25.1% 8,460 $311K
Massar Capital Management, LP 0.06% New 8,422 $310K
Range Financial Group LLC 0.10% Reduce -9.3% 8,386 $308K
Versant Capital Management, Inc 0.03% Reduce -15.2% 8,380 $308K
EverSource Wealth Advisors, LLC 0.01% Add +53.4% 8,364 $307K
Bank of Hawaii 0.02% Reduce -0.4% 8,313 $306K
China Universal Asset Management Co., Ltd. 0.02% Reduce -19.0% 8,100 $305K
HighPoint Advisor Group LLC 0.01% Reduce -72.5% 8,287 $305K
Nolet Wealth Management, LLC 0.17% New 8,267 $304K
One Wealth Capital Management, LLC 0.13% Add +71.6% 7,379 $304K
Bessemer Group Inc. 0.00% Reduce -79.4% 8,233 $303K
Laurel Oak Wealth Management, LLC 0.05% Reduce -25.5% 8,239 $303K
COFG Advisors, LLC 0.07% Reduce -0.7% 8,233 $303K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +71.7% 8,186 $301K
International Assets Investment Management, LLC 0.02% Add +97.4% 8,227 $300K
Townsquare Capital LLC 0.07% Add +26.6% 8,082 $297K
Souders Financial Advisors 0.03% Reduce -0.8% 8,072 $297K
Basso Capital Management, L.P. 0.18% Reduce -17.9% 8,000 $294K
Quotient Wealth Partners, LLC 0.01% Reduce -12.0% 7,996 $294K
Agate Pass Investment Management, LLC 0.11% Reduce -3.1% 7,984 $293K
Forza Wealth Management, LLC 0.10% No change 7,966 $293K
Kathmere Capital Management, LLC 0.02% Add +37.7% 7,965 $293K
Cannell & Spears LLC 0.01% Reduce -41.2% 7,952 $292K
Wesbanco Bank Inc. 0.01% Reduce -54.9% 7,920 $291K
Diversified Enterprises, LLC 0.02% Add +0.1% 7,913 $291K
Gen-Wealth Partners Inc 0.09% Reduce -18.0% 7,904 $290K
Baker Tilly Wealth Management, LLC 0.07% Reduce -40.0% 7,891 $290K
Lauterbach Financial Advisors, LLC 0.14% No change 7,877 $289K
Platform Technology Partners 0.06% No change 7,862 $289K
GFS Advisors, LLC 0.02% Add +39.4% 7,840 $288K
Axim Planning & Wealth 0.35% New 7,839 $288K
Mgo One Seven LLC 0.01% Reduce -13.4% 7,789 $286K
Schnieders Capital Management, Llc. 0.05% Reduce -29.1% 7,751 $285K
SCS Capital Management LLC 0.00% Reduce -94.5% 7,505 $284K
Banque Transatlantique SA 0.01% Add +744.7% 7,982 $284K
Guardian Wealth Advisors, LLC / NC 0.02% Add +16.6% 7,718 $284K
Optas, LLC 0.04% Add +30.9% 7,674 $282K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 7,675 $282K
Southland Equity Partners LLC 0.06% Add +2.0% 7,673 $282K
BridgePort Financial Solutions, LLC 0.08% Add +5.3% 7,647 $281K
Wynn Capital, LLC 0.14% Add +8.5% 7,645 $281K
Clearbridge Investments, LLC 0.00% Reduce -11.6% 7,617 $280K
Laraway Financial Advisors Inc 0.20% Reduce -5.0% 7,606 $280K
HCR Wealth Advisors 0.03% Reduce -26.6% 7,585 $279K
Modern Wealth Management, LLC 0.00% Reduce -5.4% 7,636 $279K
Flagship Harbor Advisors, LLC 0.01% Reduce -5.7% 7,555 $278K
Philadelphia Trust Co. 0.02% Add +0.7% 7,550 $277K
GLR Partners, LLC 0.15% — 7,533 $277K
Sigma Planning Corp 0.01% Add +13.2% 7,422 $276K
Birch Financial Group, LLC 0.16% Reduce -9.8% 7,471 $275K
1900 Wealth Management LLC 0.02% Add +17.7% 7,465 $274K
Cary Street Partners Financial LLC 0.01% Reduce -9.3% 7,461 $274K
LifeSteps Financial, Inc. 0.17% Add +1.9% 7,457 $274K
GW Henssler & Associates Ltd. 0.01% Reduce -6.4% 7,450 $274K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 7,445 $274K
Canal Capital Management, LLC 0.04% No change 7,442 $273K
Independent Family Office, LLC 0.11% New 7,425 $273K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -27.4% 7,409 $272K
Natural Investments, LLC 0.07% Reduce -61.9% 7,412 $272K
Frec Markets, Inc. 0.05% Add +18.3% 7,375 $271K
Focus Partners Advisor Solutions, LLC 0.00% Add +17.7% 7,373 $271K
Hexagon Capital Partners LLC 0.04% New 7,342 $270K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Reduce -2.0% 7,339 $270K
Sittner & Nelson, LLC 0.10% Add +44.4% 7,323 $269K
Bridges Investment Management Inc. 0.00% No change 7,311 $269K
NWF Advisory Services Inc. 0.03% Add +18.1% 7,194 $264K
Unified Investment Management 0.27% Add +11.1% 7,183 $264K
Parr McKnight Wealth Management Group, LLC 0.03% Reduce -60.3% 7,120 $262K
Diversified Trust Co. 0.00% Reduce -5.2% 7,113 $261K
GAMMA Investing LLC 0.01% Reduce -23.3% 7,091 $261K
Net Worth Advisory Group 0.05% Add +59.2% 7,069 $260K
NorthRock Partners, LLC 0.00% Add +13.5% 7,026 $258K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +42.6% 7,016 $258K
Ascentis Wealth Management, LLC 0.05% No change 7,005 $257K
S.A. Mason LLC 0.10% Reduce -10.3% 6,978 $256K
TRB Wealth Management, LLC 0.04% — 6,798 $256K
Bailard, Inc. 0.01% New 6,945 $255K
Sivia Capital Partners, LLC 0.05% Reduce -0.2% 6,942 $255K
Clearstead Trust, LLC 0.04% Reduce -15.2% 6,912 $254K
Five Oceans Advisors 0.09% Add +22.3% 6,907 $254K
First Affirmative Financial Network 0.10% — 6,891 $253K
Valley National Advisers Inc. 0.03% No change 6,866 $252K
Midwest Trust Co 0.00% Reduce -4.9% 6,853 $252K
Sierra Ocean, LLC 0.21% Add +22.9% 6,825 $251K
Glenview Trust Co 0.00% Reduce -2.0% 6,822 $251K
WP Advisors, LLC 0.06% Add +0.0% 6,736 $248K
Rock Point Advisors, LLC 0.07% Reduce -2.2% 6,700 $246K
Armstrong Henry H Associates Inc. 0.03% No change 6,664 $245K
Flatrock Wealth Partners LLC 0.11% Add +5.3% 6,447 $245K
West Family Investments, Inc. 0.09% Reduce -64.5% 6,623 $243K
Ironsides Asset Advisors, LLC 0.06% No change 6,623 $243K
Ridge Creek Global, Inc 0.21% No change 6,610 $243K
Insight Advisors, LLC/ PA 0.05% Add +6.8% 6,594 $242K
Marco Investment Management LLC 0.02% No change 6,550 $241K
AlTi Global, Inc. 0.01% Reduce -29.2% 6,335 $241K
Jim Saulnier & Associates, LLC 0.12% No change 6,544 $241K
Oakmont Investment Advisors, Inc. 0.22% New 6,538 $240K
Cooper Financial Group 0.02% Add +53.4% 6,524 $240K
Perennial Investment Advisors, LLC 0.02% Reduce -5.6% 6,508 $239K
Arlington Partners LLC 0.48% New 6,494 $239K
First Financial Corp. 0.09% No change 6,470 $238K
Hardin Capital Partners, LLC 0.11% New 6,404 $235K
Signature Wealth Management Partners, LLC 0.12% Reduce -0.8% 6,377 $234K
Formidable Asset Management, LLC 0.04% Reduce -40.3% 4,597 $234K
Gallagher Capital Advisors, LLC 0.16% Add +1.5% 6,339 $233K
Activest Wealth Management 0.04% Reduce -24.4% 6,312 $232K
Central Pacific Bank - Trust Division 0.03% New 6,300 $232K
Bank of Stockton 0.07% Add +5.7% 6,293 $231K
Hayek Kallen Investment Management 0.07% New 6,235 $229K
Simplicity Wealth,LLC 0.01% Add +16.0% 6,216 $228K
Eagle Global Advisors LLC 0.01% Reduce -91.6% 6,205 $228K
Capital Square, LLC 0.10% New 5,525 $227K
Brighton Jones LLC 0.01% New 6,157 $226K
Angeles Wealth Management, LLC 0.01% Add +17.0% 5,939 $226K
Everest Financial Group LLC 0.04% New 6,124 $225K
Anchyra Partners LLC 0.07% Add +6.8% 6,106 $224K
Circle Wealth Management, LLC 0.00% New 6,076 $223K
Promethium Advisors,llc 0.12% New 5,925 $223K
Abel Hall, LLC 0.05% Reduce -59.1% 6,074 $223K
Ausdal Financial Partners, Inc. 0.01% New 6,070 $223K
Stratos Wealth Advisors, LLC 0.01% Reduce -3.0% 6,058 $223K
Capital Investment Advisors, LLC 0.00% Add +26.5% 6,002 $221K
AXS Investments LLC 0.09% No change 6,000 $221K
Martel Wealth Advisors LLC 0.04% No change 6,000 $221K
Boreal Capital Management LLC 0.21% Reduce -12.6% 5,804 $220K
Waldron Private Wealth LLC 0.01% No change 5,981 $220K
Kingsview Wealth Management, LLC 0.00% Add +0.6% 5,973 $220K
Argos Wealth Advisors, LLC 0.06% No change 5,966 $219K
Van Diest Capital, LLC 0.17% New 5,958 $219K
Zuckerman Investment Group, LLC 0.02% No change 5,952 $219K
Hilltop Holdings Inc. 0.02% Reduce -48.3% 5,902 $217K
Arax Advisory Partners 0.01% Reduce -55.2% 5,901 $217K
Magnetar Financial LLC 0.00% New 5,897 $217K
Iron Gate Global Advisors LLC 0.02% New 5,888 $216K
SteelPeak Wealth, LLC 0.01% Reduce -21.4% 5,653 $215K
Family Legacy, Inc. 0.06% Reduce -61.7% 5,833 $214K
Murphy & Mullick Capital Management Corp 0.16% Reduce -8.5% 5,813 $214K
Spire Wealth Management 0.01% Add +75.8% 5,792 $213K
Xponance LLC 0.00% Add +32.8% 5,772 $212K
Berkeley Capital Partners, LLC 0.05% Add +4.5% 5,750 $211K
Sunbelt Securities, Inc. 0.01% Reduce -73.1% 5,741 $211K
FRG Family Wealth Advisors LLC 0.03% New 5,731 $211K
Canopy Partners, LLC 0.07% Reduce -8.8% 5,704 $210K
Cladis Investment Advisory, LLC 0.12% New 5,700 $209K
Evergreen Wealth Management, LLC 0.11% Add +24.1% 5,698 $209K
Lockerman Financial Group, Inc. 0.38% Reduce -4.7% 5,692 $209K
Kovack Advisors, Inc. 0.01% Add +44.2% 5,713 $209K
Fifth Third Wealth Advisors LLC 0.01% Reduce -6.3% 5,667 $208K
TD Private Client Wealth LLC 0.00% Reduce -56.6% 5,666 $208K
Calydon Capital 0.03% Reduce -26.9% 5,657 $208K
Crestwood Advisors Group, LLC 0.00% Reduce -2.9% 5,649 $208K
WNY Asset Management, LLC 0.02% — 5,624 $207K
Advisors Capital Management, LLC 0.00% Reduce -26.3% 5,635 $207K
Bingham Private Wealth, LLC 0.16% New 5,621 $207K
Aprio Wealth Management, LLC 0.01% New 5,583 $205K
Broderick Brian C 0.04% Reduce -9.6% 5,545 $204K
Perkins Coie Trust Co 0.04% No change 5,542 $204K
AlphaCore Capital LLC 0.00% Reduce -49.5% 5,357 $203K
North Berkeley Wealth Management, LLC 0.11% New 5,500 $202K
Tortuga Wealth Management, Inc 0.19% Add +14.5% 5,494 $202K
Wellington Grp LLC 0.06% Reduce -29.3% 5,491 $202K
IPG Investment Advisors LLC 0.03% Add +23.3% 5,286 $201K
Phillips Wealth Planners LLC 0.15% New 4,321 $200K
Geneos Wealth Management Inc. 0.00% Add +1.7% 5,313 $195K
PMV Capital Advisers, LLC 0.33% Reduce -0.3% 5,287 $194K
Kentucky Trust Co 0.10% No change 5,250 $193K
Mather Group, Llc. 0.00% Reduce -1.0% 5,225 $192K
Financial Network Wealth Advisors LLC 0.19% Add +70.6% 5,128 $188K
CoreCap Advisors, LLC 0.01% Reduce -36.7% 5,099 $187K
Hanson & Doremus Investment Management 0.02% No change 5,000 $184K
GHP Investment Advisors, Inc. 0.01% Reduce -29.0% 4,861 $179K
Tradewinds Capital Management, LLC 0.04% No change 4,860 $179K
Hyposwiss Advisors SA 0.18% No change 4,820 $177K
NFSG Corp 0.03% Add +124.9% 4,727 $174K
CoreFirst Bank & Trust 0.09% No change 4,723 $174K
Foster Dykema Cabot & Partners, LLC 0.01% No change 4,526 $172K
Corient IA LP 0.16% No change 4,630 $170K
Dara Capital Us, Inc. 0.16% No change 4,630 $170K
Cromwell Holdings LLC 0.09% Reduce -24.6% 4,396 $167K
Private Trust Co. NA 0.01% Reduce -20.3% 4,529 $166K
Peoples Financial Services Corp. 0.08% Reduce -0.1% 4,529 $166K
Pavaki Capital Management LLC 0.12% No change 4,500 $165K
Knights of Columbus Asset Advisors LLC 0.01% No change 4,493 $165K
Westside Investment Management, Inc. 0.03% Reduce -4.3% 4,430 $163K
CENTRAL TRUST Co 0.00% Reduce -1.4% 4,344 $160K
Belvedere Trading LLC 0.02% Add +75.4% 4,326 $159K
Webster Bank, N. A. 0.01% Reduce -15.8% 4,247 $156K
Purpose Unlimited Inc. 0.01% New 4,113 $151K
Winthrop Capital Management, LLC 0.04% Add +22.3% 4,108 $151K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -3.0% 4,100 $151K
Keating Financial Advisory Services, Inc. 0.02% Add +42.4% 4,097 $151K
Colonial Trust Advisors 0.01% Reduce -14.7% 4,067 $149K
Trifecta Capital Advisors, LLC 0.02% Add +148.5% 4,016 $148K
Key Financial Inc 0.03% Reduce -0.1% 3,872 $142K
Rosenberg Matthew Hamilton 0.03% No change 3,843 $141K
Curat Global, LLC 0.14% No change 3,830 $141K
Persistent Asset Partners Ltd 0.05% New 3,685 $135K
Larson Financial Group LLC 0.00% Add +125.3% 3,646 $134K
MSA Advisors, LLC 0.04% No change 3,500 $129K
LRI Investments, LLC 0.01% Add +9.1% 3,484 $128K
Summit Securities Group LLC 0.06% New 3,400 $125K
Opal Wealth Advisors, LLC 0.03% New 3,397 $125K
MCF Advisors LLC 0.01% Add +6254.0% 3,177 $121K
Ancora Advisors LLC 0.00% Add +34.8% 3,210 $118K
Elequin Capital, LP 0.04% New 3,124 $115K
Center for Financial Planning, Inc. 0.01% Add +44.3% 3,079 $113K
TFC Financial Management, Inc. 0.01% No change 3,031 $111K
Arcadia Investment Management Corp. 0.02% No change 3,000 $110K
Miller Global Investments, LLC 0.10% Reduce -0.5% 2,831 $104K
Byrne Asset Management LLC 0.06% Reduce -22.7% 2,785 $102K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 2,780 $102K
Evelyn Partners Investment Management LLP 0.00% Reduce -12.0% 2,765 $102K
Lanark Financial, Inc. 0.01% Reduce -2.9% 2,752 $101K
BOK Financial Private Wealth, Inc. 0.01% Add +4.6% 2,616 $99K
Salomon & Ludwin, LLC 0.01% Add +125.6% 2,673 $99K
Truvestments Capital LLC 0.02% Add +59.7% 2,617 $96K
Rexford Capital Inc. 0.07% Add +6.8% 2,602 $96K
AdvisorNet Financial, Inc 0.00% Add +15.3% 2,436 $90K
Brentview Investment Management LLC 0.04% No change 2,334 $86K
Nisa Investment Advisors, LLC 0.00% Add +48.9% 2,236 $85K
Princeton Global Asset Management LLC 0.01% No change 2,307 $85K
Greykasell Wealth Strategies, Inc. 0.03% No change 2,269 $83K
Parkside Financial Bank & Trust 0.01% Reduce -6.5% 2,153 $79K
Westerkirk Capital Inc. 0.01% No change 2,128 $78K
FNY Investment Advisers, LLC 0.03% Add +1.4% 2,130 $78K
N.E.W. Advisory Services LLC 0.01% No change 2,114 $78K
General Partner, Inc. 0.05% No change 2,080 $76K
KERR FINANCIAL PLANNING Corp 0.05% Reduce -14.7% 1,800 $75K
Parvin Asset Management, LLC 0.05% No change 2,015 $74K
Stone House Investment Management, LLC 0.01% New 2,003 $74K
Avalon Trust Co 0.01% No change 2,000 $74K
Strategic Wealth Partners, Ltd. 0.01% Add +0.1% 1,998 $73K
Addison Advisors LLC 0.02% Add +24.9% 1,929 $71K
Msrh, LLC 0.06% No change 1,868 $69K
Aventura Private Wealth, LLC 0.03% Reduce -26.6% 1,864 $68K
Hollencrest Capital Management 0.00% Reduce -36.3% 1,841 $68K
Pingora Partners LLC 0.04% Add +309.1% 1,800 $66K
Gables Capital Management Inc. 0.03% No change 1,775 $65K
Hilltop National Bank 0.01% Reduce -45.0% 1,716 $63K
Independence Bank of Kentucky 0.01% Reduce -62.0% 1,700 $62K
Whipplewood Advisors, LLC 0.03% Add +56.4% 1,680 $62K
JNBA Financial Advisors 0.01% No change 1,676 $62K
Asset Dedication, LLC 0.00% Reduce -8.6% 1,605 $59K
Sound Income Strategies, LLC 0.00% Reduce -11.1% 1,592 $58K
Signature Equity Partners, LLC 0.03% Add +491.0% 1,572 $58K
Philadelphia Investment Partners, LLC 0.04% — 1,466 $54K
Crewe Advisors LLC 0.00% Add +1.7% 1,463 $54K
Lloyd Advisory Services, LLC. 0.02% New 1,441 $53K
Kingdom Financial Group LLC. 0.02% Add +79.9% 1,441 $53K
City State Bank 0.01% Add +38.5% 1,440 $53K
S&T Bank 0.02% No change 1,430 $53K
Frazier Financial Advisors, LLC 0.03% Reduce -68.7% 1,404 $52K
Zions Bancorporation, National Association 0.00% Reduce -93.5% 1,379 $51K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -66.2% 1,373 $50K
Transamerica Financial Advisors, LLC 0.00% Add +118.7% 1,319 $50K
SHP Wealth Management 0.00% Reduce -0.1% 1,314 $48K
Gilpin Wealth Management, LLC 0.04% No change 1,309 $48K
Cornerstone Planning Group LLC 0.01% Reduce -15.8% 1,053 $47K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -15.9% 1,277 $47K
First Horizon Corp. 0.00% Reduce -15.2% 1,268 $47K
Ares Financial Consulting, LLC 0.04% New 1,270 $46K
Lodestone Wealth Management LLC 0.02% Add +1.0% 1,260 $46K
Union Savings Bank 0.02% Reduce -79.6% 1,252 $46K
Cassaday & Co Wealth Management LLC 0.00% New 1,218 $45K
Sunrise Financial Services, LLC 0.03% Reduce -44.6% 1,209 $44K
HM Payson & Co. 0.00% Reduce -45.8% 1,206 $44K
Destiny Wealth Partners, LLC 0.00% New 1,192 $44K
Barrett & Company, Inc. 0.01% No change 1,189 $44K
Glen Eagle Advisors, LLC 0.01% Reduce -18.4% 1,179 $43K
Manitou Investment Management Ltd. 0.01% No change 1,159 $43K
Owl Creek Wealth Partners LLC 0.01% — 1,140 $42K
Creative Financial Designs Inc. 0.00% Reduce -2.6% 1,140 $42K
Vanguard National Trust Co 0.00% — 1,118 $41K
Investment Research & Advisory Group, Inc. 0.01% No change 1,115 $41K
Washington Trust Advisors, Inc. 0.00% Reduce -0.1% 1,080 $40K
Heritage Wealth Advisors 0.00% No change 1,050 $39K
Ameriflex Group, Inc. 0.02% Add +25.6% 967 $36K
North Star Investment Management Corp. 0.00% Reduce -35.4% 966 $36K
Horizon Investments, LLC 0.00% Add +469.9% 946 $35K
Tsfg, LLC 0.01% Reduce -40.0% 900 $33K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 895 $33K
Bruce G. Allen Investments, LLC 0.02% Add +3787.0% 894 $33K
Kennebec Savings Bank 0.03% No change 892 $33K
Entrust Financial LLC 0.02% Reduce -36.2% 874 $32K
Provenance Wealth Advisors, LLC 0.00% No change 841 $31K
Bogart Wealth, LLC 0.00% No change 841 $31K
Lavaca Capital LLC 0.01% No change 840 $31K
True Wealth Design, LLC 0.01% Add +129.6% 822 $30K
Align Financial, LLC 0.02% Reduce -98.0% 812 $30K
Aviso Financial Inc. 0.00% Reduce -81.2% 808 $30K
Community Bank, N.A. 0.00% No change 806 $30K
Missouri Trust & Investment Co 0.01% No change 800 $29K
SRH Advisors, LLC 0.01% No change 800 $29K
Solstein Capital, LLC 0.01% No change 794 $29K
Golden State Wealth Management, LLC 0.00% Reduce -68.2% 761 $28K
Tidemark, LLC 0.01% Add +398.0% 747 $27K
Colonial Trust Co / SC 0.00% Reduce -8.2% 728 $27K
Quent Capital, LLC 0.00% Reduce -16.6% 726 $27K
Scarborough Advisors, LLC 0.00% New 717 $26K
Medallion Wealth Advisors, LLC 0.01% Add +177.3% 710 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -25.1% 715 $26K
Trust Co. of Toledo NA 0.00% No change 700 $26K
Root Financial Partners, LLC 0.00% Reduce -16.7% 697 $26K
Twin Peaks Wealth Advisors, LLC 0.01% New 695 $26K
Pinnacle Bancorp, Inc. 0.01% Add +27.7% 692 $25K
Hager Investment Management Services, LLC 0.01% No change 684 $25K
Gill Capital Partners, LLC 0.01% New 621 $23K
Oakworth Capital, Inc. 0.00% No change 619 $23K
Kozak & Associates, Inc. 0.00% No change 593 $23K
JFS Wealth Advisors, LLC 0.00% Reduce -23.8% 607 $22K
Financial Life Planners 0.02% New 603 $22K
Costello Asset Management, INC 0.01% Add +19.3% 600 $22K
GW&K Investment Management, LLC 0.00% Reduce -6.5% 600 $22K
Granite FO LLC 0.01% No change 590 $22K
TrinityBridge Ltd 0.00% No change 570 $21K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 561 $21K
Halbert Hargrove Global Advisors, LLC 0.00% No change 549 $20K
Dunhill Financial, LLC 0.00% No change 540 $20K
Steigerwald, Gordon & Koch Inc. 0.00% No change 534 $20K
Chelsea Counsel Co. 0.01% No change 500 $19K
American National Bank & Trust 0.00% Reduce -5.5% 513 $19K
Wall Street Financial Group, Inc. 0.01% New 512 $19K
Allianz SE 0.00% No change 506 $19K
Roxbury Financial LLC 0.02% Add +25.0% 500 $18K
Highline Wealth Partners LLC 0.00% Add +9.5% 495 $18K
Godfrey Financial Associates, Inc. 0.02% No change 493 $18K
Indiana Trust & Investment Management Co 0.01% No change 491 $18K
Atwood & Palmer Inc. 0.00% No change 488 $18K
Hilton Head Capital Partners, LLC 0.01% Add +108.2% 481 $18K
Rossby Financial, LCC 0.00% Add +9.6% 482 $18K
Red Tortoise LLC 0.01% No change 476 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 472 $17K
Maseco LLP 0.00% Reduce -17.9% 471 $17K
Glass Jacobson Investment Advisors llc 0.01% No change 470 $17K
J.Safra Asset Management Corp 0.00% No change 466 $17K
POM Investment Strategies, LLC 0.02% No change 454 $17K
Dagco, Inc. 0.00% No change 450 $17K
Kelly Lawrence W & Associates Inc. 0.00% No change 450 $17K
Private Wealth Asset Management, LLC 0.00% No change 444 $16K
Blume Capital Management, Inc. 0.00% Add +482.7% 437 $16K
Roble, Belko & Company, Inc 0.00% Reduce -52.0% 428 $16K
CX Institutional 0.00% Reduce -19.0% 444 $16K
WealthCollab, LLC 0.01% Reduce -21.8% 421 $15K
WPG Advisers, LLC 0.01% Reduce -73.0% 417 $15K
Disciplina Capital Management LLC 0.00% No change 416 $15K
Curio Wealth, LLC 0.01% No change 415 $15K
Plante Moran Financial Advisors, LLC 0.00% No change 415 $15K
Caldwell Sutter Capital, Inc. 0.01% Add +83.3% 407 $15K
MRP Capital Investments, LLC 0.01% New 400 $15K
Berbice Capital Management LLC 0.01% New 400 $15K
JPL Wealth Management, LLC 0.00% New 396 $15K
Albion Financial Group 0.00% Add +8.5% 383 $14K
E Fund Management (Hong Kong) Co., Ltd. 0.01% New 374 $14K
First Command Advisory Services, Inc. 0.00% No change 366 $13K
Centerpoint Advisors, LLC 0.00% Add +40.0% 350 $13K
VSM Wealth Advisory, LLC 0.00% New 350 $13K
Basepoint Wealth LLC 0.01% Add +0.3% 343 $13K
Raffa Wealth Management, LLC 0.00% Reduce -8.7% 335 $12K
NorthAvenue LLC 0.01% No change 331 $12K
Physician Wealth Advisors, Inc. 0.00% Reduce -0.9% 328 $12K
Ogorek Anthony Joseph /NY/ 0.00% No change 340 $12K
IAG Wealth Partners, LLC 0.00% No change 326 $12K
Ascentis Independent Advisors 0.00% New 325 $12K
Johnson Financial Group, Inc. 0.00% Reduce -8.3% 300 $11K
MTM Investment Management, LLC 0.00% No change 300 $11K
Citizens National Bank Trust Department 0.00% No change 300 $11K
Caitlin John, LLC 0.01% Add +2.4% 299 $11K
Stance Capital LLC 0.01% New 289 $11K
Vision Retirement, LLC 0.00% No change 286 $11K
Silicon Valley Capital Partners 0.00% No change 276 $10K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -15.4% 275 $10K
Pacific Center for Financial Services 0.00% No change 270 $10K
Bell Investment Advisors, Inc 0.00% Reduce -25.2% 264 $10K
MPWM Advisory Solutions, LLC 0.01% No change 260 $10K
Evermay Wealth Management LLC 0.00% No change 250 $9K
Intentional Wealth Strategies, LLC 0.01% — 253 $9K
Piscataqua Savings Bank 0.01% No change 250 $9K
Financial Management Professionals, Inc. 0.00% Reduce -41.3% 240 $9K
Bullock Wealth Management Group 0.00% Reduce -4.3% 245 $9K
MidFirst Bank 0.00% Reduce -96.8% 241 $9K
Bank & Trust Co 0.01% No change 233 $9K
CVA Family Office, LLC 0.00% No change 230 $8K
Valued Wealth Advisors LLC 0.00% Add +132.6% 221 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 224 $8K
Caldwell Trust Co 0.00% No change 220 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 218 $8K
Quaker Wealth Management, LLC 0.00% Reduce -65.0% 215 $8K
TD Capital Management LLC 0.00% No change 212 $8K
Triumph Capital Management 0.00% Reduce -28.8% 198 $8K
Archer Investment Corp 0.00% No change 204 $8K
Vision Financial Markets LLC 0.01% New 200 $7K
Trask Adam Roland 0.01% — 200 $7K
Graney & King, LLC 0.00% No change 200 $7K
PFS Partners, LLC 0.00% New 200 $7K
Orion Capital Management LLC 0.00% New 200 $7K
McIlrath & Eck, LLC 0.00% No change 200 $7K
Magnolia Wealth Management, LLC 0.00% New 197 $7K
SOA Wealth Advisors, LLC. 0.00% No change 197 $7K
Arlington Trust Co LLC 0.00% New 197 $7K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 199 $7K
Avion Wealth 0.00% Add +105.0% 205 $7K
YANKCOM Partnership 0.00% No change 190 $7K
Alerus Financial NA 0.00% No change 186 $7K
Copeland Capital Management, LLC 0.00% Reduce -47.9% 186 $7K
Sachetta, LLC 0.00% No change 178 $7K
Adkins Seale Capital Management LLC 0.01% No change 174 $6K
Principia Wealth Advisory, LLC 0.00% Add +7.4% 174 $6K
Tacita Capital Inc 0.00% No change 169 $6K
Retirement Wealth Solutions LLC 0.00% Reduce -6.3% 165 $6K
Prestige Wealth Management Group LLC 0.00% Reduce -58.0% 159 $6K
Benson Wealth Management INC 0.01% No change 163 $6K
Cornerstone Financial Management LLC 0.01% Reduce -9.9% 163 $6K
2UniFi Bank 0.00% No change 160 $6K
Aspect Partners, LLC 0.00% Add +10.3% 160 $6K
Tripletail Wealth Management, LLC 0.01% Reduce -6.5% 158 $6K
REAP Financial Group, LLC 0.00% New 155 $6K
Pacifica Partners Inc. 0.00% No change 153 $6K
Hughes Financial Services, LLC 0.00% No change 152 $6K
Westfuller Advisors, LLC 0.00% Reduce -81.5% 147 $6K
Turim 21 Investimentos Ltda. 0.00% New 151 $6K
SJS Investment Consulting Inc. 0.00% Reduce -53.3% 150 $6K
Kilter Group LLC 0.00% Add +26.7% 147 $5K
MV Capital Management, Inc. 0.00% Add +172.2% 147 $5K
United Community Bank 0.00% New 142 $5K
Rachor Investment Advisory Services, LLC 0.00% No change 139 $5K
Dorato Capital Management 0.00% No change 126 $5K
Bravera Wealth 0.00% Reduce -33.9% 121 $4K
Financial Consulate, Inc. 0.00% Add +28.9% 116 $4K
Newton One Investments LLC 0.00% No change 115 $4K
Armstrong Advisory Group, Inc. 0.00% No change 115 $4K
Financial Freedom, LLC 0.00% No change 115 $4K
First PREMIER Bank 0.00% No change 100 $4K
Capital Analysts, LLC 0.00% Reduce -35.4% 117 $4K
Nemes Rush Group LLC 0.00% Reduce -51.4% 106 $4K
First United Bank & Trust 0.00% No change 105 $4K
Sarver Vrooman Wealth Advisors 0.00% No change 100 $4K
Team Financial Group, LLC 0.00% No change 100 $4K
Gold Investment Management Ltd. 0.00% No change 100 $4K
Global Wealth Strategies & Associates 0.00% No change 100 $4K
Strategic Investment Solutions, Inc. 0.00% Reduce -72.6% 100 $4K
Delta Asset Management LLC 0.00% Add +66.7% 100 $4K
Pittenger & Anderson Inc. 0.00% Reduce -90.2% 100 $4K
1620 Investment Advisors, Inc. 0.00% No change 96 $4K
Vermillion Wealth Management, Inc. 0.00% Add +39.7% 95 $3K
SWAN Capital LLC 0.00% No change 95 $3K
Hamrick Investment Counsel, llc 0.00% Add +80.0% 90 $3K
Wealth Science Advisors LLC 0.00% New 66 $3K
HHM Wealth Advisors, LLC 0.00% No change 90 $3K
Walsh & Associates, LLC 0.00% Add +8.5% 89 $3K
IMA Advisory Services, Inc. 0.00% Reduce -4.4% 86 $3K
Groupe la Francaise 0.00% New 100 $3K
Toronto Dominion Bank 0.00% Reduce -99.5% 86 $3K
PlanVest Financial, Inc 0.00% — 84 $3K
Baillie Gifford & Co. 0.00% Reduce -81.2% 82 $3K
Pin Oak Investment Advisors Inc. 0.00% Reduce -83.0% 70 $3K
Forum Finance Group S.A. 0.00% — 103 $3K
Western Pacific Wealth Management, LP 0.00% No change 80 $3K
West Branch Capital LLC 0.00% No change 78 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 76 $3K
Legend Capital Advisors LLC 0.00% New 75 $3K
Virginia Estate & Retirement Planning Advisors Inc. 0.00% — 73 $3K
Raleigh Capital Management Inc. 0.00% New 72 $3K
Horrell Capital Management, Inc. 0.00% No change 70 $3K
Montag A & Associates Inc. 0.00% No change 67 $3K
Barnes Dennig Private Wealth Management LLC 0.00% No change 68 $2K
Hoey Investments, Inc. 0.00% Reduce -42.4% 68 $2K
Fourth Dimension Wealth, LLC 0.00% Reduce -20.5% 66 $2K
DecisionPoint Financial, LLC 0.00% No change 66 $2K
Fairman Group, LLC 0.00% No change 63 $2K
Mosley Wealth Management 0.00% New 43 $2K
NFJ Investment Group, LLC 0.00% No change 63 $2K
Elevation Wealth Partners, LLC 0.00% No change 61 $2K
Elevated Capital Advisors, LLC 0.00% No change 61 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 60 $2K
HighMark Wealth Management LLC 0.00% No change 59 $2K
Bellevue Asset Management, LLC 0.00% No change 58 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 54 $2K
CKW Financial Group 0.00% No change 50 $2K
Smithfield Trust Co 0.00% Reduce -2.9% 68 $2K
GoalVest Advisory LLC 0.00% No change 51 $2K
City Holding Co. 0.00% No change 51 $2K
Essential Partners LLC 0.00% New 47 $2K
Federated Hermes, Inc. 0.00% No change 46 $2K
American Capital Advisory, LLC 0.00% Add +45.2% 45 $2K
Dogwood Wealth Management LLC 0.00% New 44 $2K
Riverview Trust Co 0.00% No change 42 $2K
Key Capital Management, INC 0.00% Add +133.3% 42 $2K
Southern Michigan Bank & Trust 0.00% — 42 $2K
Hartford Financial Management Inc. 0.00% Reduce -81.6% 42 $2K
Richardson Capital Management LLC 0.00% New 40 $1K
Bernard Wealth Management Corp. 0.00% No change 40 $1K
Synergy Investment Management, LLC 0.00% New 40 $1K
Leo H. Evart, Inc. 0.00% — 39 $1K
St. Johns Investment Management Company, LLC 0.00% No change 38 $1K
Country Trust Bank 0.00% No change 38 $1K
Proathlete Wealth Management LLC 0.00% Add +25.0% 35 $1K
Nvwm, LLC 0.00% No change 32 $1K
Clear Investment Research, LLC 0.00% New 29 $1K
Coston, McIsaac & Partners 0.00% No change 40 $1K
Abound Wealth Management 0.00% Reduce -27.8% 26 $956
Richard W. Paul & Associates, LLC 0.00% No change 20 $735
Richardson Financial Services Inc. 0.00% No change 19 $698
Winch Advisory Services, LLC 0.00% No change 18 $675
Legacy Wealth Managment, LLC 0.00% Reduce -84.6% 18 $662
Olistico Wealth, LLC 0.00% Reduce -98.2% 16 $588
Nova Wealth Management, Inc. 0.00% New 15 $551
Bank of New Hampshire 0.00% Reduce -99.9% 15 $551
Wealth Preservation Advisors, LLC 0.00% Reduce -87.5% 10 $368
Beacon Capital Management, Inc. 0.00% No change 10 $368
Robinswood Financial LLC 0.00% No change 10 $367
Nvest Wealth Strategies, Inc. 0.00% No change 9 $331
Hurley Capital, LLC 0.00% New 6 $221
McGuire Capital Advisors Inc. 0.00% Reduce -92.3% 1 $37

"% 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.