Otis WorldwideOTIS

13F holders, Q4 2024 (December 31)
1,232holders +33
79new positions
104sold out
11famous investors
$92.59avg. 13F price*

At the end of Q4 2024, 1,232 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, up 33 from Q3 2024. 79 opened new positions and 104 sold out. The largest holders were Vanguard Group Inc. ($4.2B), JPMorgan Chase & Co. ($3.3B) and BlackRock, Inc. ($3.0B). 11 famous investors held it, including Terry Smith (2.4% of Fundsmith's portfolio), Jeremy Grantham (1.6% of GMO's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

Company
Otis Worldwide Corp.
Sector
Technology
CUSIP
68902V107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions79$255.2M
Exits104$105.3M

All 13F filers, Q3 2024 → Q4 2024: 20,079,835 shares bought and 16,898,707 shares sold, net +3,181,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,232 holders

Vanguard Group Inc. 0.07% Add +0.3% 45,003,843 $4.2B
JPMorgan Chase & Co. 0.26% Add +26.5% 35,523,891 $3.3B
BlackRock, Inc. 0.06% Add +1.2% 32,916,884 $3.0B
Alliancebernstein L.P. 0.62% Reduce -8.2% 19,777,577 $1.8B
State Street Corp. 0.06% Reduce -0.1% 16,062,695 $1.5B
Morgan Stanley 0.08% Add +1.2% 11,926,377 $1.1B
Geode Capital Management, LLC 0.08% Add +0.9% 11,126,735 $1.0B
Franklin Resources Inc. 0.20% Add +5.9% 7,785,116 $721.0M
Massachusetts Financial Services Co. 0.22% Reduce -5.5% 7,605,562 $704.4M
Norges Bank 0.09% Reduce -0.5% 7,017,420 $649.9M
Fiera Capital Corp 1.92% Reduce -4.4% 6,596,755 $610.9M
Fundsmith 2.36% Reduce -2.8% 5,966,777 $552.6M
GMO 1.55% Add +1.2% 5,159,105 $477.8M
Northern Trust Corp. 0.06% Add +12.3% 4,577,626 $423.9M
BLS Capital Fondsmaeglerselskab A/S 11.92% Reduce -7.8% 4,198,788 $388.8M
Sarasin & Partners LLP 4.14% Add +6.0% 4,053,315 $375.4M
Invesco Ltd. 0.07% Add +8.1% 4,048,203 $374.9M
Wellington Management Group LLP 0.06% Add +2.1% 3,759,138 $348.1M
FMR LLC 0.02% Add +2.4% 3,622,551 $335.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +9.6% 3,602,727 $333.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.32% Add +3.4% 3,566,587 $331.3M
Bank of America Corp. 0.03% Reduce -3.7% 3,547,636 $328.5M
Bank of New York Mellon Corp 0.06% Reduce -1.8% 3,226,621 $298.8M
CIBC Private Wealth Group LLC 0.51% Reduce -2.6% 3,066,278 $281.5M
PineStone Asset Management Inc. 2.61% Add +4.2% 3,002,419 $278.1M
Legal & General Group Plc 0.07% Reduce -3.8% 2,866,795 $265.5M
UBS Group AG 0.06% Add +135.8% 2,802,730 $259.6M
Capital Research Global Investors 0.05% Add +0.1% 2,784,371 $257.9M
Menora Mivtachim Holdings LTD. 1.42% Reduce -18.4% 2,439,724 $225.9M
Schroder Investment Management Group 0.21% Add +6.9% 2,402,879 $222.4M
Charles Schwab Investment Management Inc. 0.04% Add +3.0% 2,304,482 $213.4M
USS Investment Management Ltd 1.54% Reduce -1.0% 2,293,062 $212.3M
London Co. of Virginia 1.14% Reduce -0.6% 2,243,564 $207.8M
Van Eck Associates Corp. 0.26% Reduce -4.2% 2,167,129 $200.7M
Dimensional Fund Advisors LP 0.05% Reduce -17.0% 2,095,669 $194.1M
Guinness Asset Management LTD 3.39% Add +5.2% 1,947,756 $180.4M
Primecap Management Co. 0.13% Reduce -0.2% 1,809,921 $167.6M
Fundsmith Investment Services LTD. 2.13% Reduce -0.8% 1,766,746 $163.6M
Goldman Sachs Group Inc. 0.03% Reduce -13.1% 1,749,431 $162.0M
T. Rowe Price Associates Inc. 0.02% Reduce -9.0% 1,713,967 $158.7M
Deutsche Bank AG 0.06% Add +13.9% 1,695,446 $157.0M
Jacobs Levy Equity Management, Inc. 0.45% Reduce -15.9% 1,385,894 $128.3M
Russell Investments Group, Ltd. 0.17% Add +18.8% 1,345,551 $124.6M
Clearbridge Investments, LLC 0.10% Reduce -2.1% 1,298,514 $120.3M
Pictet Asset Management Holding SA 0.13% Reduce -4.9% 1,297,308 $120.1M
Voloridge Investment Management, LLC 0.42% Reduce -12.1% 1,290,620 $119.5M
California Public Employees Retirement System 0.07% Reduce -4.6% 1,155,835 $107.0M
Swiss National Bank 0.07% Reduce -5.7% 1,131,543 $104.8M
Fayez Sarofim & Co 0.25% Add +3.0% 1,107,423 $102.6M
Lazard Freres Gestion S.A.S. 2.05% Add +8.3% 1,104,769 $102.3M
Aviva PLC 0.27% Reduce -6.7% 1,101,334 $102.0M
Brown Brothers Harriman & Co. 0.67% Add +1.6% 1,035,358 $95.9M
Canoe Financial LP 1.56% Add +699.5% 1,033,423 $95.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +1.1% 938,843 $86.9M
Macquarie Group Ltd. 0.10% Add +6.0% 904,405 $82.3M
Fisher Asset Management 0.03% Reduce -3.9% 886,843 $82.1M
Royal Bank of Canada 0.02% Add +21.9% 879,250 $81.4M
Amundi 0.03% Add +32.2% 882,043 $81.0M
Nuveen Asset Management, LLC 0.02% Reduce -1.9% 865,913 $80.2M
HighTower Advisors, LLC 0.11% Reduce -2.8% 834,629 $77.3M
Victory Capital Management Inc. 0.08% Add +21.6% 833,644 $77.2M
Citigroup Inc. 0.07% Add +98.9% 814,841 $75.5M
HSBC Holdings PLC 0.04% Add +3.7% 778,174 $72.0M
Parnassus Investments, LLC 0.16% Reduce -6.3% 771,116 $71.4M
Jennison Associates LLC 0.04% Reduce -35.0% 766,705 $71.0M
Gates Capital Management, Inc. 2.08% Reduce -7.9% 761,748 $70.5M
Rhumbline Advisers 0.06% Reduce -3.6% 729,946 $67.6M
BNP Paribas Financial Markets 0.05% New 723,053 $67.0M
California State Teachers Retirement System 0.07% Reduce -1.8% 647,179 $59.9M
Wells Fargo & Company 0.01% Add +0.9% 647,022 $59.9M
Barclays PLC 0.03% Reduce -27.5% 629,208 $58.3M
Neuberger Berman Group LLC 0.05% Reduce -10.3% 616,011 $57.0M
CANADA LIFE ASSURANCE Co 0.10% Reduce -2.5% 611,278 $56.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Reduce -21.3% 570,274 $52.8M
HM Payson & Co. 0.89% Reduce -0.3% 568,000 $52.6M
National Pension Service 0.05% Reduce -51.9% 564,771 $52.3M
Envestnet Asset Management Inc. 0.02% Add +2.3% 558,086 $51.7M
Artisan Partners Limited Partnership 0.08% Add +0.1% 544,655 $50.4M
Voya Investment Management LLC 0.06% Reduce -9.5% 533,573 $49.4M
Railway Pension Investments Ltd 0.65% Reduce -6.7% 526,000 $48.7M
First Trust Advisors LP 0.04% Reduce -16.2% 516,476 $47.8M
Candriam S.C.A. 0.27% Add +9.9% 501,080 $46.4M
Rathbones Group PLC 0.22% Add +2.5% 484,364 $44.9M
Principal Financial Group Inc. 0.02% Reduce -1.8% 462,548 $42.8M
Jane Street Group, LLC 0.07% New 442,661 $41.0M
Storebrand Asset Management As 0.12% Add +27.9% 438,203 $40.6M
State Board of Administration of Florida Retirement System 0.08% Reduce -6.0% 431,869 $40.0M
Twinbeech Capital LP 0.67% New 424,235 $39.3M
PNC Financial Services Group, Inc. 0.03% Reduce -4.2% 421,547 $39.0M
Los Angeles Capital Management LLC 0.16% Reduce -54.0% 415,138 $38.4M
J. Stern & Co. LLP 3.62% Add +5.8% 414,566 $38.4M
Bank of Montreal 0.02% Reduce -1.0% 405,582 $37.6M
AQR Capital Management 0.05% Add +34.0% 378,542 $35.1M
Bahl & Gaynor LLC 0.18% Reduce -2.3% 374,695 $34.7M
Pensioenfonds Rail & Ov 2.34% Reduce -2.0% 372,053 $34.5M
Citadel Advisors 0.03% Add +231.5% 355,218 $32.9M
American Century Companies Inc. 0.02% Reduce -36.3% 341,387 $31.6M
Comgest Global Investors S.A.S. 0.51% Reduce -15.1% 338,087 $31.3M
J. Safra Sarasin Holding AG 0.52% Reduce -10.6% 331,062 $30.7M
New York State Common Retirement Fund 0.04% Reduce -6.0% 327,808 $30.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% — 318,012 $29.5M
Canada Pension Plan Investment Board 0.03% Add +7.3% 307,550 $28.5M
KBC Group NV 0.08% Reduce -6.0% 304,423 $28.2M
New York State Teachers Retirement System 0.06% Reduce -4.2% 304,303 $28.2M
Federated Hermes, Inc. 0.06% Reduce -7.2% 303,039 $28.1M
Natixis Advisors, LLC 0.05% Add +9.3% 280,918 $26.0M
Quintet Private Bank (Europe) S.A. 1.43% Add +4.8% 280,469 $26.0M
Welch & Forbes LLC 0.33% Reduce -3.5% 277,550 $25.7M
APG Asset Management N.V. 0.07% Add +428.6% 286,527 $25.6M
Korea Investment CORP 0.06% Reduce -11.7% 270,723 $25.1M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -27.6% 266,506 $24.7M
Squarepoint Ops LLC 0.06% Reduce -28.6% 266,095 $24.6M
Lansforsakringar Fondforvaltning AB (publ) 0.09% — 265,436 $24.6M
Millennium Management 0.02% Add +5806.3% 265,311 $24.6M
Raymond James Financial Inc. 0.01% — 264,013 $24.5M
Border to Coast Pensions Partnership Ltd 0.48% No change 262,972 $24.3M
ExodusPoint Capital Management, LP 0.25% New 259,750 $24.1M
FIFTHDELTA Ltd 8.45% Reduce -30.2% 257,600 $23.9M
National Bank of Canada 0.03% Reduce -64.1% 256,492 $23.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -59.9% 255,460 $23.7M
State of Wisconsin Investment Board 0.06% Reduce -49.4% 252,905 $23.4M
Banque Pictet & Cie SA 0.22% Reduce -4.1% 246,624 $22.8M
Ameriprise Financial Inc. 0.01% Reduce -13.3% 243,856 $22.6M
Danske Bank A/S 0.07% Add +20.7% 239,248 $22.2M
Handelsbanken Fonder AB 0.08% Add +0.2% 229,249 $21.2M
Andra AP-fonden 0.34% Add +52.5% 226,034 $20.9M
AXA S.A. 0.06% Add +14.1% 221,479 $20.5M
Swedbank AB 0.03% No change 220,119 $20.4M
Toronto Dominion Bank 0.04% Add +56.5% 219,473 $20.3M
Prudential Financial Inc. 0.03% Reduce -27.9% 217,541 $20.1M
Susquehanna International Group, LLP 0.03% Add +243.6% 216,676 $20.1M
KLP Kapitalforvaltning As 0.09% — 215,542 $20.0M
Credit Agricole S A 0.07% Add +65.7% 211,192 $19.6M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -2.4% 211,104 $19.6M
LPL Financial LLC 0.01% Add +20.7% 210,063 $19.5M
Royal London Asset Management Ltd. 0.05% Add +3.5% 208,406 $19.3M
US Bancorp \de 0.03% Add +1.9% 206,653 $19.1M
TD Asset Management Inc 0.02% Add +13.3% 202,801 $18.8M
Equitable Trust Co. 1.03% Reduce -10.8% 199,653 $18.5M
Corient Private Wealth LP 0.03% Reduce -4.0% 199,108 $18.2M
Nordea Investment Management AB 0.02% Add +7.2% 194,795 $18.1M
Gotham Asset Management 0.17% Reduce -0.9% 192,779 $17.9M
Carnegie Investment Counsel 0.51% Add +1.2% 192,674 $17.8M
Illinois Municipal Retirement Fund 0.25% Add +1.2% 187,457 $17.4M
M&T Bank Corp 0.06% Add +1.7% 187,161 $17.3M
Treasurer of the State of North Carolina 0.07% Reduce -0.0% 180,266 $16.7M
Sei Investments Co. 0.02% Reduce -2.2% 177,106 $16.4M
Mackenzie Financial Corp. 0.02% Add +0.2% 176,451 $16.3M
Davidson Investment Advisors 0.78% Add +1.6% 173,540 $16.1M
Ensign Peak Advisors, Inc 0.03% Reduce -22.0% 172,971 $16.0M
Van Lanschot Kempen Investment Management N.V. 0.16% Add +1.6% 170,512 $15.8M
PGGM Investments 0.20% No change 164,442 $15.2M
Mn Services Vermogensbeheer B.V. 0.10% Add +1.7% 159,600 $14.8M
DekaBank Deutsche Girozentrale 0.03% No change 158,568 $14.7M
Steigerwald, Gordon & Koch Inc. 1.63% Add +0.6% 155,580 $14.4M
Creative Planning 0.01% Add +3.5% 155,043 $14.4M
Asset Management One Co., Ltd. 0.05% Add +1.9% 150,615 $14.1M
Commonwealth Equity Services, LLC 0.02% Reduce -1.9% 149,098 $13.8M
Brown Advisory Inc. 0.02% Reduce -7.2% 146,453 $13.6M
CIBC Asset Management Inc 0.04% Reduce -0.5% 146,138 $13.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +2.0% 145,564 $13.5M
Engineers Gate Manager LP 0.23% New 145,157 $13.4M
AdviceOne Advisory Services, LLC 11.77% — 143,194 $13.3M
Public Employees Retirement System of Ohio 0.05% Reduce -5.9% 142,047 $13.2M
Aberdeen Group plc 0.02% Reduce -7.5% 142,018 $13.1M
Man Group plc 0.04% Reduce -45.9% 138,257 $12.8M
State of New Jersey Common Pension Fund D 0.05% No change 138,102 $12.8M
Skandinaviska Enskilda Banken AB (publ) 0.06% Reduce -0.4% 135,386 $12.5M
Forsta Ap-Fonden 0.09% Reduce -1.2% 132,300 $12.3M
Factory Mutual Insurance Co. 0.13% Reduce -46.4% 130,800 $12.1M
Mill Capital Management, LLC 0.93% Add +0.2% 127,393 $11.8M
MAI Capital Management 0.09% Add +2.4% 124,813 $11.6M
Nomura Asset Management Co. Ltd. 0.03% Reduce -1.8% 118,882 $11.0M
Resona Asset Management Co.,Ltd. 0.06% Reduce -4.7% 116,516 $10.8M
Federation des caisses Desjardins du Quebec 0.05% Add +10.0% 116,519 $10.8M
Markel Group 0.09% No change 114,620 $10.6M
Varma Mutual Pension Insurance Co 0.08% Reduce -8.0% 114,542 $10.6M
Robeco Institutional Asset Management B.V. 0.02% Reduce -38.3% 114,542 $10.6M
Arizona State Retirement System 0.06% Reduce -1.6% 114,083 $10.6M
Cullen/Frost Bankers, Inc. 0.14% Add +0.6% 113,262 $10.5M
Renaissance Technologies 0.02% New 112,400 $10.4M
State of Michigan Retirement System 0.05% Reduce -0.6% 108,407 $10.0M
Impax Asset Management Group plc 0.04% Reduce -4.1% 106,769 $9.9M
MetLife Investment Management, LLC 0.05% Add +1.4% 105,720 $9.8M
Meyer Handelman Co. 0.34% Reduce -0.9% 105,568 $9.8M
DNB Asset Management AS 0.04% Reduce -0.3% 104,092 $9.6M
Allied Investment Advisors, LLC 1.92% Reduce -0.4% 103,100 $9.5M
Connecticut Wealth Management, LLC 0.46% Reduce -0.0% 100,892 $9.3M
Comerica Bank 0.04% Reduce -5.3% 100,722 $9.3M
Nisa Investment Advisors, LLC 0.04% Reduce -13.4% 100,626 $9.3M
Prospector Partners LLC 1.03% Reduce -24.5% 97,201 $9.0M
Pictet North America Advisors SA 0.85% Reduce -9.7% 96,608 $8.9M
Nippon Life Global Investors Americas, Inc. 0.41% Reduce -62.9% 95,320 $8.8M
Assenagon Asset Management S.A. 0.02% Reduce -65.5% 94,909 $8.8M
United Capital Financial Advisors, LLC 0.07% Add +0.2% 94,776 $8.8M
Stifel Financial Corp. 0.01% Add +7.9% 94,768 $8.8M
Corebridge Financial, Inc. 0.05% Reduce -5.9% 94,582 $8.8M
Clarkston Capital Partners, LLC 0.17% New 94,405 $8.7M
Anchor Capital Advisors LLC 0.23% Reduce -3.9% 88,342 $8.2M
Czech National Bank 0.07% Add +6.2% 86,612 $8.0M
Retirement Systems of Alabama 0.03% Reduce -1.1% 86,487 $8.0M
Cloverfields Capital Group, LP 2.53% Add +1.7% 85,010 $7.9M
Schwartz Investment Counsel Inc. 0.28% No change 85,000 $7.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -2.6% 84,937 $7.9M
Teacher Retirement System of Texas 0.03% Add +2939.4% 82,277 $7.6M
Banco Santander, S.A. 0.09% Reduce -5.9% 82,221 $7.6M
Sawgrass Asset Management LLC 0.83% Reduce -5.9% 81,371 $7.5M
Artemis Investment Management LLP 0.10% Add +74.0% 79,327 $7.3M
Amalgamated Bank 0.06% Reduce -2.6% 78,905 $7.3M
Amica Mutual Insurance Co. 0.74% No change 78,482 $7.3M
Windward Capital Management Co. 0.56% Reduce -0.9% 78,442 $7.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +13.7% 76,703 $7.1M
AdvisorShares Investments LLC 1.36% Add +15.4% 76,222 $7.1M
Osborne Partners Capital Management, LLC 0.41% Reduce -1.8% 76,189 $7.1M
Lincoln Capital LLC 1.48% Reduce -0.3% 75,894 $7.0M
IFM Investors Pty Ltd 0.07% Reduce -9.5% 75,288 $7.0M
Osaic Holdings, Inc. 0.02% Add +0.2% 77,066 $6.9M
Ethic Inc. 0.14% Add +3.7% 73,861 $6.8M
ProShare Advisors LLC 0.02% Add +10.0% 73,461 $6.8M
Peapack Gladstone Financial Corp. 0.10% Add +1.0% 73,086 $6.8M
Mariner, LLC 0.01% Add +4.0% 72,339 $6.7M
MML Investors Services, LLC 0.02% Add +4.4% 72,268 $6.7M
MUFG Securities EMEA plc 0.12% New 71,999 $6.7M
State of Tennessee, Department of Treasury 0.02% Reduce -5.2% 71,761 $6.6M
Janus Henderson Group PLC 0.00% Add +7.1% 70,485 $6.5M
Delta Asset Management LLC 0.58% Reduce -0.9% 70,255 $6.5M
Bank Pictet & Cie (Europe) AG 0.14% Reduce -3.4% 67,376 $6.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +4.9% 66,824 $6.2M
Calamos Advisors LLC 0.04% Reduce -0.1% 66,507 $6.2M
Utah Retirement Systems 0.07% Reduce -1.1% 66,152 $6.1M
Commerce Bank 0.04% Reduce -0.1% 65,549 $6.1M
Pinnacle Financial Partners Inc 0.12% No change 64,714 $6.0M
Bradley Foster & Sargent Inc. 0.10% Reduce -1.0% 64,643 $6.0M
Pacer Advisors, Inc. 0.01% Reduce -11.4% 63,328 $5.9M
Quantinno Capital Management LP 0.06% Add +109.5% 63,266 $5.9M
Cibc World Markets Corp. 0.03% Add +15.6% 63,086 $5.8M
ANTIPODES PARTNERS Ltd 0.20% Reduce -9.1% 61,679 $5.7M
Yousif Capital Management, LLC 0.06% Reduce -3.6% 60,643 $5.6M
Modera Wealth Management, LLC 0.07% Add +30.3% 60,554 $5.6M
Keybank National Association 0.02% Reduce -2.9% 59,218 $5.5M
New York Life Investment Management LLC 0.05% Reduce -0.1% 59,214 $5.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.38% Reduce -1.8% 59,154 $5.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% No change 58,850 $5.5M
Police & Firemen's Retirement System of New Jersey 0.05% — 58,253 $5.4M
Xponance LLC 0.05% Add +4.1% 57,999 $5.4M
United Services Automobile Association 0.17% Reduce -0.8% 57,371 $5.3M
Janney Montgomery Scott LLC 0.01% Add +1.5% 57,347 $5.3M
Capital Fund Management S.A. 0.05% Reduce -39.3% 57,263 $5.3M
BTC Capital Management, Inc. 0.49% Reduce -0.2% 57,325 $5.3M
Bank of Nova Scotia 0.01% Add +10.7% 56,937 $5.3M
Qube Research & Technologies Ltd 0.01% New 56,926 $5.3M
Sheets Smith Wealth Management 0.64% No change 56,362 $5.2M
Foyston, Gordon & Payne Inc 1.38% Add +0.3% 56,094 $5.2M
Achmea Investment Management B.V. 0.08% Reduce -0.6% 54,018 $5.0M
Allianz Asset Management GmbH 0.01% Reduce -40.5% 53,548 $5.0M
Lifeworks Advisors, LLC 0.89% Add +20.5% 53,010 $4.9M
Truist Financial Corp. 0.01% Reduce -4.6% 52,798 $4.9M
Daiwa Securities Group Inc. 0.02% Add +7.1% 52,649 $4.9M
First Eagle Investment Management, LLC 0.01% Add +19.4% 52,203 $4.8M
Public Employees Retirement Association of Colorado 0.02% Reduce -1.1% 51,159 $4.7M
ING Groep NV 0.03% Add +43.4% 51,020 $4.7M
Cerity Partners LLC 0.01% Add +1.4% 49,446 $4.7M
Gateway Investment Advisers LLC 0.05% Reduce -7.3% 50,451 $4.7M
Ipswich Investment Management Co., Inc. 1.12% Reduce -15.6% 50,291 $4.7M
Sone Capital Management, LLC 0.58% — 49,886 $4.6M
Public Sector Pension Investment Board 0.02% Add +193.7% 49,849 $4.6M
Kanawha Capital Management LLC 0.36% Add +0.7% 49,320 $4.6M
FORA Capital, LLC 0.51% Add +178.1% 48,563 $4.5M
William Allan Corp 2.76% Add +2.5% 48,544 $4.5M
Nissay Asset Management Corp. /Japan 0.03% Reduce -0.2% 48,059 $4.5M
Cohen Capital Management, Inc. 0.74% No change 47,996 $4.4M
Mutual of America Capital Management LLC 0.05% Reduce -3.0% 47,862 $4.4M
BNP Paribas 0.06% Reduce -3.3% 47,752 $4.4M
Caisse Des Depots Et Consignations 0.21% — 47,209 $4.4M
Pathstone Holdings, LLC 0.02% Reduce -0.7% 46,972 $4.4M
Cetera Investment Advisers 0.01% Add +4.3% 46,797 $4.3M
Mercer Global Advisors Inc. 0.01% Reduce -5.1% 46,473 $4.3M
Orion Porfolio Solutions, LLC 0.04% Reduce -3.5% 46,183 $4.3M
Orion Portfolio Solutions, LLC 0.04% Reduce -3.5% 46,183 $4.3M
Scotia Capital Inc. 0.02% Reduce -0.3% 46,122 $4.3M
Wesleyan Assurance Society 0.33% Reduce -4.2% 46,100 $4.3M
Evoke Wealth, LLC 0.12% Reduce -4.7% 46,047 $4.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Add +0.2% 43,552 $4.3M
State of Alaska, Department of Revenue 0.05% Reduce -17.3% 45,546 $4.2M
EFG Asset Management (Americas) Corp. 0.82% Reduce -37.4% 45,529 $4.2M
Brown Shipley& Co Ltd 2.09% Reduce -5.0% 45,395 $4.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +3.5% 44,572 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +2.4% 44,165 $4.1M
QRG Capital Management, Inc. 0.04% Add +7.7% 44,077 $4.1M
Clifford Swan Investment Counsel LLC 0.15% Reduce -1.4% 43,940 $4.1M
Elo Mutual Pension Insurance Co 0.08% Add +19.8% 42,767 $4.0M
Avanza Fonder AB 0.12% — 42,729 $4.0M
Arlington Partners LLC 1.51% Add +8.6% 41,882 $3.9M
Aureus Asset Management, LLC 0.25% Reduce -3.3% 41,866 $3.9M
First Manhattan Co. Llc. 0.01% Reduce -8.2% 41,786 $3.9M
Farmers & Merchants Investments Inc. 0.12% Add +10.9% 41,732 $3.9M
Alps Advisors Inc. 0.02% Reduce -0.3% 41,071 $3.8M
Aquatic Capital Management LLC 0.10% New 40,485 $3.7M
Fiduciary Trust Co 0.05% Add +1.8% 40,267 $3.7M
Vanguard Personalized Indexing Management, LLC 0.06% Add +8.7% 39,840 $3.7M
Wealthfront Advisers LLC 0.01% Add +0.3% 39,622 $3.7M
Atlantic Union Bankshares Corp 0.21% Add +1.8% 39,370 $3.6M
Rockefeller Capital Management L.P. 0.01% Reduce -4.9% 39,179 $3.6M
Ashburton (Jersey) Ltd 1.60% New 39,099 $3.6M
Aviso Financial Inc. 0.18% Reduce -4.8% 38,900 $3.6M
Groupe la Francaise 0.09% — 38,027 $3.5M
O'shaughnessy Asset Management, LLC 0.03% Add +9.1% 38,005 $3.5M
Mizuho Securities USA LLC 0.06% Add +45.8% 37,860 $3.5M
Rafferty Asset Management, LLC 0.01% Add +11.1% 37,314 $3.5M
Regions Financial Corp. 0.03% Reduce -0.9% 37,100 $3.4M
Cibc World Market Inc. 0.01% Add +14.8% 37,087 $3.4M
Captrust Financial Advisors 0.01% Reduce -5.4% 37,034 $3.4M
Richard Bernstein Advisors LLC 0.08% No change 36,961 $3.4M
Verition Fund Management LLC 0.02% Add +1363.2% 36,215 $3.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +38.3% 61,884 $3.3M
UniSuper Management Pty Ltd 0.02% Add +24.4% 35,022 $3.2M
Occudo Quantitative Strategies LP 0.58% New 34,735 $3.2M
Tidal Investments LLC 0.03% Add +6.4% 34,524 $3.2M
Focus Partners Wealth 0.01% Add +51.0% 34,386 $3.2M
Wesbanco Bank Inc. 0.11% Reduce -0.9% 34,376 $3.2M
Oregon Public Employees Retirement Fund 0.06% Reduce -0.1% 34,277 $3.2M
Seascape Capital Management 1.10% Add +0.8% 34,130 $3.2M
Threadgill Financial, LLC 1.66% Add +5.5% 33,798 $3.1M
Roundview Capital LLC 0.21% Reduce -0.3% 33,075 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -85.7% 32,983 $3.1M
HRT Financial LP 0.02% New 32,518 $3.0M
Circle Wealth Management, LLC 0.06% No change 32,510 $3.0M
Thrivent Financial for Lutherans 0.01% Reduce -12.0% 32,232 $3.0M
Agf Management Ltd. 0.01% Add +369.3% 31,646 $2.9M
Avantax Advisory Services, Inc. 0.02% Add +3.7% 31,420 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.7% 31,302 $2.9M
Shelter Mutual Insurance Co 0.72% No change 31,200 $2.9M
Swiss Life Asset Management Ltd 0.02% Add +156.4% 30,958 $2.9M
Jump Financial, LLC 0.06% New 30,637 $2.8M
Baird Financial Group, Inc. 0.01% Reduce -2.4% 30,419 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +14.2% 30,341 $2.8M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.4% 29,679 $2.7M
Gulf International Bank (UK) Ltd 0.07% Reduce -1.2% 29,484 $2.7M
Canada Post Corp Registered Pension Plan 0.16% — 29,381 $2.7M
LRI Investments, LLC 0.26% No change 29,158 $2.7M
Caxton Associates LP 0.09% Add +511.8% 29,056 $2.7M
Boston Partners 0.00% Reduce -97.7% 29,025 $2.7M
Allworth Financial LP 0.01% Add +529.2% 28,124 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.5% 28,865 $2.7M
Two Sigma Investments, LP 0.01% Reduce -4.8% 28,700 $2.7M
Sciencast Management LP 0.73% New 28,687 $2.7M
M. Kraus & Co 0.79% Reduce -1.9% 28,605 $2.6M
Abn Amro Investment Solutions 0.05% Reduce -5.5% 28,519 $2.6M
Kentucky Retirement Systems 0.08% Reduce -1.4% 27,526 $2.5M
Evercore Wealth Management, LLC 0.04% Reduce -0.0% 27,468 $2.5M
Letson Investment Management, Inc. 1.02% Add +11.3% 27,122 $2.5M
J.P. Marvel Investment Advisors, LLC 0.41% No change 26,944 $2.5M
Liberty Capital Management, Inc. 0.55% Add +0.6% 26,913 $2.5M
BDF-Gestion 0.25% Reduce -11.5% 26,788 $2.5M
Glenmede Trust Co. NA 0.01% Reduce -39.6% 26,613 $2.5M
Louisbourg Investments Inc. 0.64% Reduce -10.2% 32,164 $2.4M
Aware Super Pty Ltd as trustee of Aware Super 0.04% — 26,331 $2.4M
Canandaigua National Bank & Trust Co. 0.24% Reduce -0.4% 25,681 $2.4M
Silvercrest Asset Management Group LLC 0.02% Reduce -0.2% 25,280 $2.3M
TrinityBridge Ltd 0.07% No change 25,147 $2.3M
Liontrust Investment Partners LLP 0.03% No change 25,018 $2.3M
Hartford Investment Management Co. 0.07% Reduce -1.9% 24,655 $2.3M
Oak Thistle LLC 0.68% New 24,651 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +5.3% 24,613 $2.3M
JB Capital LLC 0.13% Reduce -0.2% 24,434 $2.3M
Crossmark Global Holdings, Inc. 0.04% Reduce -0.3% 24,363 $2.3M
Sterling Capital Management LLC 0.03% Add +51.3% 24,286 $2.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +14.6% 24,280 $2.2M
Pinebridge Investments, L.P. 0.02% Reduce -96.0% 24,095 $2.2M
Heritage Investors Management Corp. 0.07% Reduce -2.8% 23,888 $2.2M
AMG National Trust Bank 0.06% Reduce -0.0% 23,730 $2.2M
Boston Financial Mangement LLC 0.07% Add +0.7% 23,727 $2.2M
Okabena Investment Services Inc. 0.61% Reduce -7.6% 23,608 $2.2M
Cohen Klingenstein LLC 0.07% Reduce -19.8% 23,500 $2.2M
Tower Research Capital LLC (TRC) 0.04% Add +114.2% 23,265 $2.2M
YHB Investment Advisors, Inc. 0.18% Reduce -1.7% 23,011 $2.1M
Savant Capital, LLC 0.02% Reduce -14.3% 22,881 $2.1M
Park Avenue Securities LLC 0.02% Add +58.4% 22,868 $2.1M
Plato Investment Management Ltd 0.16% No change 22,745 $2.1M
Sanctuary Advisors, LLC 0.01% Reduce -4.6% 22,155 $2.1M
Rockland Trust Co. 0.10% Reduce -5.4% 22,173 $2.1M
Venture Visionary Partners LLC 0.09% Add +0.5% 22,101 $2.0M
Tocqueville Asset Management L.P. 0.03% No change 22,057 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +6.0% 22,055 $2.0M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.90% Add +7.3% 22,000 $2.0M
Dodge & Cox 0.00% No change 21,810 $2.0M
Sandy Spring Bank 0.08% Reduce -5.5% 21,788 $2.0M
Louisiana State Employees Retirement System 0.04% Reduce -4.9% 21,500 $2.0M
Securian Asset Management, Inc. 0.06% Reduce -3.1% 21,469 $2.0M
Private Advisor Group, LLC 0.01% Add +2.8% 21,404 $2.0M
NEOS Investment Management LLC 0.05% Add +30.3% 21,401 $2.0M
Maryland State Retirement & Pension System 0.04% Reduce -7.6% 21,312 $2.0M
Blair William & Co. 0.01% Reduce -14.3% 21,287 $2.0M
ICICI Prudential Asset Management Co Ltd 0.21% No change 20,600 $1.9M
DMKC Advisory Services, LLC 1.69% — 20,116 $1.9M
NBT Bank, N.A. 0.13% Reduce -1.1% 20,026 $1.9M
Selway Asset Management 0.73% No change 20,021 $1.9M
Huntington National Bank 0.02% Add +2.1% 19,994 $1.9M
Sage Capital Management, LLC 0.91% Add +1.3% 19,533 $1.8M
Schonfeld Strategic Advisors LLC 0.01% Reduce -1.5% 19,519 $1.8M
Quantbot Technologies LP 0.07% New 19,239 $1.8M
New Mexico Educational Retirement Board 0.06% Reduce -3.5% 19,108 $1.8M
Essex Financial Services, Inc. 0.12% Reduce -1.2% 18,470 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.2% 18,502 $1.7M
Zurich Insurance Group Ltd 0.01% No change 18,200 $1.7M
Norinchukin Bank, The 0.04% Add +9.4% 18,133 $1.7M
Pinnacle Associates Ltd. 0.02% Reduce -9.9% 18,129 $1.7M
Kestra Advisory Services, LLC 0.01% Reduce -3.9% 18,073 $1.7M
Whittier Trust Co. of Nevada Inc. 0.04% Add +0.4% 17,973 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +203.3% 17,743 $1.6M
Dearborn Partners LLC 0.07% Add +0.1% 17,661 $1.6M
Choreo, LLC 0.02% Reduce -5.7% 17,627 $1.6M
Cwm, LLC 0.01% Reduce -1.1% 17,523 $1.6M
E. Ohman J:or Asset Management AB 0.04% Add +10.2% 17,300 $1.6M
Perigon Wealth Management, LLC 0.04% Add +1.9% 17,005 $1.6M
OMERS ADMINISTRATION Corp 0.01% Reduce -99.1% 17,080 $1.6M
Investment Research & Advisory Group, Inc. 0.65% Add +1.9% 16,872 $1.6M
Praxis Investment Management Inc. 0.10% Reduce -18.1% 16,780 $1.6M
Cresset Asset Management, LLC 0.01% Reduce -52.5% 16,502 $1.5M
Pensionfund Sabic 0.40% Add +32.0% 16,500 $1.5M
Generali Asset Management SPA SGR 0.04% — 16,253 $1.5M
HB Wealth Management, LLC 0.02% Add +4.5% 16,209 $1.5M
Intech Investment Management LLC 0.01% Reduce -41.1% 16,117 $1.5M
Shelter Ins Retirement Plan 1.90% No change 16,000 $1.5M
Tufton Capital Management 0.27% Reduce -0.4% 15,667 $1.5M
American National Bank & Trust 0.16% Reduce -0.5% 15,568 $1.4M
Beacon Pointe Advisors, LLC 0.02% Add +10.1% 15,538 $1.4M
Fifth Third Bancorp 0.01% Reduce -15.8% 15,502 $1.4M
Redwood Investment Management, LLC 0.14% Add +2.7% 15,439 $1.4M
Argent Trust Co 0.06% Add +7.9% 15,375 $1.4M
Trivant Custom Portfolio Group, LLC 0.82% Add +1.6% 15,230 $1.4M
Burling Wealth Partners, LLC 0.29% — 15,214 $1.4M
Tiaa Trust, National Association 0.00% Add +0.2% 14,974 $1.4M
Hartford Funds Management Co LLC 0.13% Add +0.4% 14,874 $1.4M
Holocene Advisors, LP 0.00% Reduce -71.0% 14,709 $1.4M
Systematic Alpha Investments, LLC 0.05% No change 14,610 $1.4M
Private Trust Co. NA 0.14% Reduce -1.0% 14,339 $1.3M
Bessemer Group Inc. 0.00% Reduce -4.5% 14,192 $1.3M
DAVENPORT & Co LLC 0.01% Add +1.4% 14,173 $1.3M
Principal Securities, Inc. 0.03% Reduce -10.1% 14,145 $1.3M
Empirical Finance, LLC 0.08% Reduce -1.2% 14,040 $1.3M
Arthur M. Cohen & Associates, LLC 0.23% No change 14,000 $1.3M
Synovus Financial Corp. 0.02% Reduce -1.1% 13,971 $1.3M
Triangle Securities Wealth Management 0.33% Reduce -4.4% 13,766 $1.3M
Dash Acquisitions Inc. 0.27% Add +3.3% 13,071 $1.3M
Metis Global Partners, LLC 0.04% Add +5.0% 13,485 $1.2M
Prudential PLC 0.01% Add +89.5% 13,468 $1.2M
D.A. Davidson & Co. 0.01% Reduce -0.3% 13,450 $1.2M
Trust Co. of Vermont 0.06% Reduce -1.9% 13,427 $1.2M
Wilmington Savings Fund Society, FSB 0.02% Reduce -0.6% 13,249 $1.2M
Nomura Holdings Inc. 0.01% New 13,162 $1.2M
Atria Investments, Inc 0.02% Add +21.2% 13,149 $1.2M
NJ State Employees Deferred Compensation Plan 0.15% No change 13,001 $1.2M
Goelzer Investment Management, Inc. 0.07% No change 12,995 $1.2M
Whittier Trust Co. 0.02% Reduce -1.7% 12,909 $1.2M
Parsons Capital Management Inc. 0.06% Reduce -2.6% 12,755 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -13.2% 12,697 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.1% 12,684 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -11.2% 12,655 $1.2M
Ironwood Investment Management LLC 0.58% Add +0.8% 12,503 $1.2M
Lombard Odier Asset Management (Switzerland) SA 0.09% Add +21.7% 12,464 $1.2M
Woodstock Corp. 0.11% Reduce -1.1% 12,423 $1.2M
Lazard Asset Management LLC 0.00% Reduce -18.9% 12,434 $1.1M
Allstate Corp. 0.03% New 12,328 $1.1M
Copeland Capital Management, LLC 0.02% Reduce -92.7% 12,251 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +0.0% 12,218 $1.1M
D. E. Shaw & Co. 0.00% Reduce -47.0% 12,025 $1.1M
Hartford Financial Management Inc. 0.23% Reduce -4.0% 11,996 $1.1M
Rossmore Private Capital 0.13% Reduce -0.1% 11,711 $1.1M
Lafayette Investments, Inc. 0.23% Reduce -0.1% 11,600 $1.1M
Neville Rodie & Shaw Inc. 0.08% No change 11,558 $1.1M
HighPoint Advisor Group LLC 0.06% Add +2.0% 11,054 $1.1M
Diversify Wealth Management, LLC 0.08% Add +87.3% 11,763 $1.1M
Florida Trust Wealth Management Co 0.03% Add +3.5% 11,469 $1.1M
Snowden Capital Advisors LLC 0.03% Add +5.4% 11,332 $1.0M
Principle Wealth Partners LLC 0.07% Reduce -1.1% 11,277 $1.0M
Bollard Group LLC 0.03% Add +0.2% 11,263 $1.0M
Bridges Investment Management Inc. 0.01% Add +4.4% 11,188 $1.0M
Guinness Atkinson Asset Management Inc 0.53% Add +23.4% 11,182 $1.0M
Investment Management Corp of Ontario 0.03% Reduce -17.1% 11,108 $1.0M
NorthCoast Asset Management LLC 0.00% Reduce -61.5% 10,816 $1.0M
CI Investments Inc. 0.00% Add +48.3% 10,822 $1.0M
Merit Financial Group, LLC 0.02% Add +6.9% 10,790 $999K
Virtu Financial LLC 0.05% Add +44.6% 10,705 $991K
Bartlett & Co. Wealth Management LLC 0.01% Add +3.7% 10,573 $979K
Greenleaf Trust 0.01% Add +3.3% 10,481 $971K
Vontobel Holding Ltd. 0.00% Add +1.4% 10,401 $963K
Natixis 0.01% New 10,346 $958K
iSAM Funds (UK) Ltd 0.71% Add +112.9% 10,309 $955K
Ellevest, Inc. 0.06% Reduce -6.9% 10,309 $955K
Guggenheim Capital LLC 0.01% Add +7.8% 10,305 $954K
LBP Am SA 0.01% No change 10,290 $953K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 9,993 $925K
Burney Co./ 0.03% Add +0.6% 9,914 $918K
Trust Co. of Toledo NA 0.12% Add +0.7% 9,816 $909K
Monarch Capital Management Inc. 0.25% Reduce -1.4% 9,752 $903K
Parallel Advisors, LLC 0.02% Add +4.7% 9,722 $900K
Oppenheimer & Co. Inc. 0.01% Add +3.6% 9,700 $898K
Applied Finance Capital Management, LLC 0.04% No change 9,694 $898K
Clearstead Advisors, LLC 0.01% Reduce -10.4% 9,674 $896K
Compass Wealth Management LLC 0.22% No change 9,665 $895K
NewEdge Advisors, LLC 0.01% Add +5.6% 9,653 $894K
Birch Hill Investment Advisors LLC 0.04% Reduce -1.7% 9,625 $891K
Ossiam 0.02% Add +1138.3% 9,498 $880K
IMA Advisory Services, Inc. 0.11% Reduce -1.4% 9,433 $874K
AlphaQuest LLC 0.11% Add +50.9% 9,338 $865K
Bleakley Financial Group, LLC 0.03% Add +17.8% 9,334 $864K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -92.1% 9,238 $856K
Home Federal Bank of Tennessee 0.25% Reduce -1.1% 9,231 $855K
Boothbay Fund Management, LLC 0.03% New 9,224 $854K
Sequoia Financial Advisors, LLC 0.01% Reduce -19.3% 9,217 $854K
Caprock Group, LLC 0.03% Add +97.3% 9,195 $852K
Kestra Private Wealth Services, LLC 0.01% Add +0.9% 9,149 $847K
Shell Asset Management Co. 0.04% Reduce -3.2% 9,133 $846K
Vinva Investment Management Ltd 0.03% Reduce -28.6% 9,062 $839K
Holowesko Partners Ltd. 0.38% No change 9,000 $833K
V-Square Quantitative Management LLC 0.12% Add +15.8% 8,993 $833K
Johnson Investment Counsel Inc. 0.01% Add +18.8% 8,935 $827K
Daiichi Life Insurance Co., Ltd. 0.02% Add +127.2% 8,930 $827K
Salem Investment Counselors Inc. 0.03% Reduce -2.9% 8,926 $827K
Dynamic Technology Lab Private Ltd 0.13% New 8,900 $824K
Jones Financial Companies LLLP 0.00% Add +67.4% 8,895 $824K
Field & Main Bank 0.29% Reduce -0.1% 8,872 $822K
XTX Topco Ltd 0.07% Reduce -50.6% 8,844 $819K
Meeder Advisory Services, Inc. 0.05% Add +6.9% 8,838 $818K
Advisors Asset Management, Inc. 0.01% Reduce -4.7% 8,745 $810K
FineMark National Bank & Trust 0.03% No change 8,651 $801K
Amica Retiree Medical Trust 0.75% Reduce -8.0% 8,594 $796K
DF Dent & Co. Inc. 0.01% Add +2.6% 8,458 $783K
Sit Investment Associates Inc. 0.02% No change 8,415 $779K
Glenview Trust Co 0.01% No change 8,395 $777K
Apollon Wealth Management, LLC 0.02% Add +26.0% 8,276 $766K
Panagora Asset Management Inc. 0.00% Add +3.2% 8,215 $761K
Ewing Morris & Co. Investment Partners Ltd. 0.26% New 8,145 $754K
Empowered Funds, LLC 0.01% Add +11.6% 8,131 $753K
Marble Harbor Investment Counsel, LLC 0.08% No change 8,119 $752K
Vident Advisory, LLC 0.01% Add +14.4% 8,096 $750K
Dumont & Blake Investment Advisors LLC 0.20% Add +0.2% 8,077 $748K
Summit Trail Advisors, LLC 0.03% Add +13.7% 8,070 $747K
Lee Danner & Bass Inc. 0.06% Reduce -6.1% 7,983 $739K
Lido Advisors, LLC 0.00% Reduce -3.5% 7,981 $739K
Daymark Wealth Partners, LLC 0.03% Add +4.9% 7,886 $730K
Vestcor Inc 0.02% Reduce -0.1% 7,866 $728K
Triasima Portfolio Management inc. 0.14% New 7,820 $724K
Lecap Asset Management Ltd. 0.19% New 7,654 $709K
Kingsview Wealth Management, LLC 0.01% Add +7.5% 7,638 $707K
Pring Turner Capital Group Inc. 0.47% No change 7,575 $702K
Ninety One North America, Inc. 0.04% Reduce -11.6% 7,525 $697K
Eastern Bank 0.01% No change 7,498 $694K
Curated Wealth Partners LLC 0.08% Reduce -0.5% 7,451 $690K
Chicago Capital, LLC 0.02% Add +0.2% 7,406 $686K
TD Private Client Wealth LLC 0.02% Reduce -5.5% 7,394 $685K
Choate Investment Advisors 0.02% Add +61.6% 7,391 $684K
Financial Advisors Network, Inc. 0.11% — 7,386 $684K
Fire Capital Management LLC 0.51% — 7,346 $680K
Horizon Investments, LLC 0.02% Add +1.4% 7,261 $672K
Romano Brothers and Company 0.08% Reduce -1.9% 7,247 $671K
J.W. Cole Advisors, Inc. 0.03% Add +0.9% 7,205 $667K
Ar Asset Management Inc. 0.15% No change 7,200 $667K
Werlinich Asset Management, LLC 0.39% No change 7,155 $662K
Townsquare Capital LLC 0.01% Add +34.5% 7,026 $651K
Zions Bancorporation, N.A. 0.04% Add +47.9% 7,000 $648K
Dorsey & Whitney Trust CO LLC 0.04% Add +1.7% 6,945 $643K
Integrated Wealth Concepts LLC 0.01% Reduce -10.7% 6,934 $642K
Diversified Trust Co. 0.02% Add +0.9% 6,836 $633K
Williams Jones Wealth Management, LLC. 0.01% No change 6,826 $632K
Larson Financial Group LLC 0.03% Add +5.8% 6,763 $626K
Curbstone Financial Management Corp 0.13% Add +0.0% 6,748 $625K
Medallion Wealth Advisors, LLC 0.31% — 6,632 $624K
Ostrum Asset Management 0.05% Add +88.8% 6,729 $623K
Iron Gate Global Advisors LLC 0.09% New 6,749 $623K
GAMMA Investing LLC 0.05% Add +24.2% 6,693 $620K
Waterford Advisors, LLC 0.32% No change 6,690 $620K
ELCO Management Co., LLC 0.32% No change 6,675 $618K
Campbell & CO Investment Adviser LLC 0.05% Add +7.4% 6,660 $617K
EP Wealth Advisors, LLC 0.01% Add +3.4% 6,625 $614K
Cooper Financial Group 0.07% Add +3.7% 6,613 $612K
Westhampton Capital, LLC 0.31% No change 6,587 $610K
Moneta Group Investment Advisors LLC 0.01% Add +16.1% 6,586 $610K
Quantessence Capital LLC 0.25% — 6,536 $605K
ICW Investment Advisors LLC 0.25% Add +3.0% 6,522 $604K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.8% 6,480 $600K
&partners 0.01% Add +30.3% 6,440 $598K
Rehmann Capital Advisory Group 0.04% Add +124.9% 6,449 $597K
Wedbush Securities Inc. 0.02% Add +39.7% 6,427 $595K
Auto-Owners Insurance Co 0.01% No change 6,393 $592K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -6.8% 6,318 $585K
NorthRock Partners, LLC 0.02% Reduce -2.7% 6,299 $583K
Wedmont Private Capital 0.03% Add +4.9% 6,400 $581K
Stratos Wealth Partners, LTD. 0.01% Reduce -15.4% 6,271 $581K
CENTRAL TRUST Co 0.01% Add +1.5% 6,193 $574K
Means Investment Co., Inc. 0.06% Add +0.0% 6,190 $573K
Meridian Management Co. 0.15% Add +0.9% 6,157 $570K
Soltis Investment Advisors LLC 0.05% Reduce -0.3% 6,073 $562K
Cypress Capital Group 0.07% Reduce -29.3% 6,058 $561K
Baldwin Investment Management, LLC 0.07% Reduce -23.6% 6,007 $556K
Simmons Bank 0.04% Reduce -5.9% 5,974 $553K
Lindbrook Capital, LLC 0.05% Add +0.6% 5,958 $552K
Ieq Capital, LLC 0.01% Reduce -64.0% 5,933 $549K
Ahl Investment Management, Inc. 0.38% Reduce -0.4% 5,917 $548K
Allred Capital Management, LLC 0.21% No change 5,911 $547K
Mufg Securities Americas Inc. 0.07% — 5,898 $546K
Optas, LLC 0.12% Add +6.7% 5,889 $545K
Walleye Capital LLC 0.01% Reduce -57.1% 5,874 $544K
Wolverine Trading, LLC 0.01% Add +38.2% 5,875 $544K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Reduce -2.9% 5,863 $543K
Quotient Wealth Partners, LLC 0.02% Add +2.5% 5,839 $541K
McElhenny Sheffield Capital Management, LLC 0.18% New 5,802 $537K
Banque Transatlantique SA 0.01% — 5,798 $534K
Cacti Asset Management LLC 0.04% Reduce -85.0% 5,765 $534K
Garrison Point Advisors, LLC 0.25% No change 5,745 $532K
Holderness Investments Co. 0.12% Reduce -0.3% 5,719 $530K
Signaturefd, LLC 0.01% Add +14.4% 5,701 $528K
Qtron Investments LLC 0.07% Add +26.8% 5,680 $526K
StoneX Group Inc. 0.03% New 5,657 $524K
Bull Street Advisors, LLC 0.25% No change 5,632 $522K
Stevens Capital Management LP 0.21% New 5,633 $522K
Ingalls & Snyder LLC 0.02% Reduce -0.1% 5,573 $516K
Ballentine Partners, LLC 0.01% Add +5.6% 5,543 $513K
Wendell David Associates Inc. 0.05% Reduce -0.5% 5,494 $509K
Sentry Investment Management LLC 0.24% Reduce -14.0% 5,418 $502K
Milestone Asset Management Group, LLC 0.44% — 5,348 $495K
LGT Group Foundation 0.01% Reduce -3.8% 5,306 $491K
Freestone Capital Holdings, LLC 0.02% No change 5,300 $491K
Investment Advisory Services Inc. /TX 0.17% Reduce -1.2% 5,240 $485K
Gateway Wealth Partners, LLC 0.13% New 5,240 $485K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -4.3% 5,205 $482K
Moody National Bank Trust Division 0.05% Reduce -6.3% 5,201 $482K
Penobscot Investment Management Company, Inc. 0.04% Reduce -14.8% 5,198 $481K
Hilltop Holdings Inc. 0.03% Add +43.5% 5,160 $478K
Ridgewood Investments LLC 0.23% Add +43.7% 5,124 $475K
Valley Brook Capital Group, Inc. 0.35% No change 5,115 $474K
Silver Oak Securities, Incorporated 0.04% Reduce -13.3% 5,101 $472K
Checchi Capital Advisers, LLC 0.04% Add +0.6% 5,065 $469K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -24.8% 5,015 $464K
City Holding Co. 0.07% Add +7.7% 5,001 $463K
Aptus Capital Advisors, LLC 0.01% Add +7.0% 4,971 $460K
Everett Harris & Co. 0.01% No change 4,967 $460K
First Western Trust Bank 0.02% Add +31.3% 4,950 $458K
Montag A & Associates Inc. 0.02% Reduce -11.9% 4,949 $458K
GWN Securities Inc. 0.12% — 4,726 $457K
UMB Bank, n.a. 0.01% Add +2.9% 4,929 $456K
Moors & Cabot, Inc. 0.02% Reduce -1.4% 4,924 $456K
Prime Capital Investment Advisors, LLC 0.01% Add +1.3% 4,920 $456K
Cary Street Partners Financial LLC 0.01% — 4,902 $454K
Baker Avenue Asset Management, LP 0.01% Add +0.3% 4,901 $454K
IHT Wealth Management, LLC 0.01% Reduce -12.8% 4,766 $441K
Stephens Inc. 0.01% Reduce -4.5% 4,725 $438K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -1.1% 4,645 $430K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -17.9% 4,624 $428K
Twin Tree Management, LP 0.01% New 4,593 $425K
TD Waterhouse Canada Inc. 0.00% No change 4,591 $425K
Core Wealth Partners LLC 0.24% No change 4,570 $423K
Sovereign Financial Group, Inc. 0.10% Reduce -1.4% 4,562 $423K
Radnor Capital Management, LLC 0.07% Reduce -4.7% 4,552 $422K
Verdence Capital Advisors LLC 0.03% Reduce -4.7% 4,529 $419K
Excalibur Management Corp. 0.17% Reduce -0.2% 4,525 $419K
Gabelli Funds LLC 0.00% No change 4,500 $417K
Geller Advisors LLC 0.03% Reduce -3.0% 4,499 $417K
Valeo Financial Advisors, LLC 0.01% Reduce -4.9% 4,483 $415K
Beck Mack & Oliver LLC 0.01% No change 4,472 $414K
Siemens Fonds Invest GmbH 0.04% Reduce -2.8% 4,437 $411K
Pitcairn Co. 0.02% No change 4,420 $409K
Fifth Third Wealth Advisors LLC 0.02% Add +3.8% 4,416 $409K
Forte Capital LLC 0.05% No change 4,413 $409K
1ST Source Bank 0.02% Reduce -0.4% 4,411 $409K
Exencial Wealth Advisors, LLC 0.01% Reduce -1.3% 4,405 $408K
Texas Bank & Trust Co 0.17% — 4,400 $407K
Philadelphia Trust Co. 0.03% Reduce -4.9% 4,399 $407K
Mutual Advisors, LLC 0.01% Reduce -2.9% 4,339 $404K
Marshall Wace, LLP 0.00% Reduce -87.5% 4,362 $404K
Waverly Advisors, LLC 0.01% New 4,359 $404K
Pointe Capital Management LLC 0.23% No change 4,326 $401K
Mirova 0.07% Reduce -4.0% 4,324 $400K
Westpac Banking Corp. 0.03% No change 4,306 $399K
Supplemental Annuity Collective Trust of NJ 0.12% No change 4,300 $398K
Drexel Morgan & Co. 0.08% No change 4,288 $397K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -16.1% 4,270 $395K
Graypoint LLC 0.02% Add +3.7% 4,267 $395K
Busey Bank 0.01% Reduce -13.9% 4,264 $395K
Profund Advisors LLC 0.01% Reduce -13.8% 4,237 $392K
Aull & Monroe Investment Management Corp 0.20% Reduce -10.6% 4,225 $391K
Schnieders Capital Management LLC 0.08% No change 4,213 $390K
Caldwell Trust Co 0.04% Reduce -3.2% 4,199 $389K
Boston Trust Walden Corp 0.00% No change 4,198 $389K
BSW Wealth Partners 0.06% Add +5.2% 4,193 $388K
First Horizon Advisors, Inc. 0.01% Add +0.5% 4,183 $387K
Independent Advisor Alliance 0.01% Add +109.5% 4,163 $386K
Shakespeare Wealth Management, LLC 0.10% No change 4,152 $385K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -13.6% 3,762 $384K
Sound View Wealth Advisors Group, LLC 0.03% Add +4.7% 4,123 $382K
Mystic Asset Management, Inc. 0.10% New 4,122 $382K
Cigna Investments Inc. 0.07% Reduce -1.1% 4,115 $381K
Fiduciary Group, LLC 0.04% No change 4,086 $378K
Bar Harbor Wealth Management 0.02% Reduce -11.2% 4,036 $374K
Kraematon Investment Advisors, Inc. 0.37% Add +0.2% 4,015 $372K
Monterey Private Wealth, Inc. 0.12% Reduce -4.0% 4,008 $371K
Knollwood Investment Advisory, LLC 0.04% No change 4,008 $371K
Kenora Financial, LLC 0.15% No change 3,983 $369K
Quadrant Capital Group LLC 0.03% Add +0.3% 3,982 $369K
Atwood & Palmer Inc. 0.03% Add +0.2% 3,982 $369K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.1% 3,892 $360K
Rialto Wealth Management, LLC 0.12% — 3,889 $360K
CX Institutional 0.01% Add +2.6% 3,846 $356K
HBK Sorce Advisory LLC 0.01% Add +0.5% 3,822 $354K
Waldron Private Wealth LLC 0.01% Reduce -17.1% 3,823 $354K
NorthCrest Asset Manangement, LLC 0.01% Reduce -25.7% 3,798 $352K
Headinvest, LLC 0.07% Reduce -2.6% 3,787 $351K
Rothschild Investment LLC 0.02% Add +1.2% 3,777 $350K
Robinson Smith Wealth Advisors LLC 0.30% No change 3,776 $350K
Frank, Rimerman Advisors LLC 0.03% New 3,773 $349K
Clarendon Private LLC 0.37% — 3,772 $349K
Foster & Motley Inc. 0.02% No change 3,734 $346K
GAMCO Investors 0.00% No change 3,720 $345K
Fidelis Capital Partners, LLC 0.03% Add +2.1% 3,634 $344K
QSV Equity Investors LLC 0.33% Add +0.2% 3,702 $343K
Global Retirement Partners, LLC 0.01% Reduce -0.1% 3,680 $341K
Kintegral Advisory, LLC 0.03% Reduce -4.5% 3,672 $340K
SVB Wealth LLC 0.01% New 3,644 $337K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.6% 3,639 $337K
Bokf, NA 0.01% Add +0.3% 3,695 $335K
Aprio Wealth Management, LLC 0.05% Add +32.9% 3,620 $335K
Grey Ledge Advisors, LLC 0.09% Add +0.4% 3,588 $332K
Aaron Wealth Advisors LLC 0.04% New 3,584 $332K
Callan Family Office, LLC 0.02% New 3,575 $331K
Fortune Financial Advisors, LLC 0.30% Add +0.1% 3,574 $331K
Aberdeen Wealth Management LLC 0.23% Reduce -1.4% 3,574 $331K
Bell Investment Advisors, Inc 0.06% Reduce -1.4% 3,541 $328K
Americana Partners, LLC 0.01% No change 3,534 $327K
WASHINGTON TRUST Co 0.01% Add +0.1% 3,532 $327K
Patten & Patten Inc. 0.02% Reduce -0.3% 3,527 $327K
Essential Planning, LLC. 0.00% New 3,250 $326K
Northwest Bancshares, Inc. 0.06% No change 3,505 $325K
First Affirmative Financial Network 0.19% Add +2.1% 3,498 $324K
Essex Bank 0.08% No change 3,468 $321K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 3,467 $321K
Addison Advisors LLC 0.09% Reduce -0.0% 3,465 $321K
Resonant Capital Advisors, LLC 0.02% Add +3.1% 3,455 $320K
Farmers National Bank 0.09% — 3,429 $318K
CHICAGO TRUST Co NA 0.06% Add +28.0% 3,428 $317K
Mather Group, Llc. 0.00% Add +1.2% 3,414 $316K
Fruth Investment Management 0.09% No change 3,403 $315K
Values First Advisors, Inc. 0.17% Add +104.4% 3,381 $313K
NTV Asset Management LLC 0.04% Reduce -1.5% 3,360 $311K
Tower Bridge Advisors 0.03% Reduce -3.2% 3,346 $310K
Defined Wealth Management, LLC 0.20% Add +0.1% 3,342 $310K
PFG Investments, LLC 0.02% Add +4.1% 3,342 $309K
Axxcess Wealth Management, LLC 0.01% Reduce -1.7% 3,327 $308K
NewEdge Wealth, LLC 0.01% Add +4.3% 3,320 $307K
First Citizens Bank & Trust Co. 0.01% Add +0.4% 3,317 $307K
Intrua Financial, LLC 0.05% Reduce -6.9% 3,304 $306K
Old National Bancorp 0.01% Reduce -7.5% 3,301 $306K
TCTC Holdings, LLC 0.01% No change 3,249 $301K
Country Club Bank 0.02% No change 3,227 $299K
Quarry LP 0.06% Add +7947.5% 3,219 $298K
Flputnam Investment Management Co. 0.01% Reduce -5.1% 3,208 $297K
Boyd Watterson Asset Management LLC 0.08% Reduce -0.6% 3,208 $297K
Trust Point Inc. 0.02% Reduce -0.0% 3,192 $296K
Flagship Harbor Advisors, LLC 0.02% Reduce -5.4% 3,185 $295K
Advisor OS, LLC 0.03% Add +3.3% 3,172 $294K
Tiemann Investment Advisors, LLC 0.13% No change 3,159 $293K
Oxford Asset Management LLP 0.13% New 3,157 $292K
Hazlett, Burt & Watson, Inc. 0.13% Add +0.3% 3,145 $291K
Chemung Canal Trust Co. 0.06% Reduce -0.3% 3,138 $291K
Atria Wealth Solutions, Inc. 0.00% Reduce -38.1% 3,122 $289K
Ramirez Asset Management, Inc. 0.06% No change 3,121 $289K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 3,112 $288K
J. L. Bainbridge & Co., Inc. 0.03% Add +0.4% 3,072 $284K
Bard Financial Services, Inc. 0.03% No change 3,050 $282K
Advisory Services Network, LLC 0.01% Add +2.2% 3,047 $282K
General Partner, Inc. 0.17% No change 3,029 $281K
Heritage Wealth Management, Inc. 0.09% Reduce -3.2% 3,017 $279K
Bleichroeder LP 0.07% No change 3,000 $278K
St. Louis Trust Co 0.04% No change 3,000 $278K
Systematic Financial Management LP 0.01% No change 3,000 $278K
Arkadios Wealth Advisors 0.02% Add +20.0% 2,996 $277K
Meridian Wealth Management, LLC 0.01% Reduce -3.1% 2,994 $277K
Qsemble Capital Management, LP 0.04% New 2,984 $276K
Dover Advisors, LLC 0.16% Reduce -5.3% 2,981 $276K
AE Wealth Management LLC 0.00% Add +50.9% 2,978 $276K
McDonald Partners LLC 0.07% Reduce -5.5% 2,977 $276K
Keynote Financial Services LLC 0.21% Reduce -2.5% 2,975 $276K
Founders Financial Securities LLC 0.02% Add +8.4% 2,967 $275K
Mission Wealth Management, LP 0.01% Reduce -7.1% 2,955 $274K
Telos Capital Management, Inc. 0.03% Reduce -3.0% 2,932 $271K
LCM Capital Management Inc 0.15% No change 2,928 $271K
New England Capital Financial Advisors LLC 0.13% Reduce -1.0% 2,923 $271K
CreativeOne Wealth, LLC 0.01% Add +32.0% 2,917 $270K
Signature Wealth Management Partners, LLC 0.19% No change 2,910 $269K
Raiffeisen Bank International AG 0.00% — 2,910 $269K
Mitchell McLeod Pugh & Williams Inc. 0.06% Reduce -6.7% 2,902 $269K
Sierra Legacy Group 0.25% — 2,900 $269K
Fielder Capital Group LLC 0.08% Add +1.4% 2,896 $268K
Enterprise Financial Services Corp 0.15% No change 2,894 $268K
Forum Financial Management, LP 0.00% Add +12.0% 2,893 $268K
S.A. Mason LLC 0.14% Reduce -3.3% 2,892 $268K
Tritonpoint Wealth, LLC 0.02% Reduce -0.2% 2,892 $268K
Vise Technologies, Inc. 0.02% New 2,884 $267K
Centaurus Financial, Inc. 0.02% Reduce -1.4% 2,888 $267K
EverSource Wealth Advisors, LLC 0.01% Add +1.7% 2,881 $267K
St Germain D J Co. Inc. 0.01% No change 2,873 $266K
Penserra Capital Management LLC 0.00% Add +48.9% 2,886 $266K
Bragg Financial Advisors, Inc 0.01% Reduce -9.5% 2,867 $266K
Great Valley Advisor Group, Inc. 0.01% Add +4.6% 2,860 $265K
Fourpath Capital Management, LLC 0.05% No change 2,853 $264K
Howland Capital Management LLC 0.01% Add +15.5% 2,852 $264K
Cyndeo Wealth Partners, LLC 0.02% No change 2,838 $263K
Ritholtz Wealth Management 0.01% Reduce -0.5% 2,838 $263K
Rwa Wealth Partners, LLC 0.00% Add +0.6% 2,836 $263K
Douglas Lane & Associates, LLC 0.00% Reduce -1.4% 2,825 $262K
SouthState Bank Corp 0.02% No change 2,809 $260K
Calydon Capital 0.05% Reduce -17.3% 2,808 $260K
Ancora Advisors LLC 0.01% Add +1.0% 2,808 $260K
Forbes J M & Co. LLP 0.03% Reduce -1.8% 2,804 $260K
Riverwater Partners LLC 0.13% Reduce -3.4% 2,794 $259K
Mountain Pacific Investment Advisers LLC 0.02% No change 2,790 $258K
SeaCrest Wealth Management, LLC 0.03% Add +38.9% 2,780 $257K
Montecito Bank & Trust 0.04% No change 2,777 $257K
Crestwood Advisors Group, LLC 0.00% Add +2.6% 2,772 $257K
Horan Securities, Inc. 0.10% Add +0.0% 2,766 $256K
KOM Wealth Management Group, LLC 0.19% No change 2,765 $256K
Sentinel Trust Co. Lba 0.03% No change 2,750 $255K
Howard Capital Management, LLC 0.00% Add +5.3% 2,741 $254K
Rovin Capital /Ut/ 0.09% Reduce -4.1% 2,709 $251K
Coldstream Capital Management Inc. 0.01% Add +4.2% 2,689 $249K
Clarius Group, LLC 0.02% Add +0.1% 2,686 $249K
Azimuth Capital Investment Management LLC 0.01% Reduce -5.3% 2,685 $249K
Colonial Trust Co / SC 0.04% Reduce -3.4% 2,676 $248K
Members Trust Co 0.01% Reduce -3.2% 2,654 $246K
Callan Capital, LLC 0.02% Reduce -4.6% 2,649 $245K
Donaldson Capital Management, LLC 0.01% Reduce -17.5% 2,646 $245K
Cobblestone Capital Advisors LLC 0.01% Reduce -1.6% 2,623 $243K
Aveo Capital Partners, LLC 0.03% Reduce -1.5% 2,619 $243K
Sapient Capital LLC 0.00% Add +1.4% 2,605 $241K
Equitable Holdings, Inc. 0.00% Reduce -3.5% 2,604 $241K
GHP Investment Advisors, Inc. 0.01% Reduce -5.3% 2,597 $241K
Avity Investment Management Inc. 0.02% No change 2,582 $239K
Premier Path Wealth Partners, LLC 0.04% Reduce -2.0% 2,579 $239K
Shelton Capital Management 0.01% No change 2,559 $237K
CW Advisors, LLC 0.00% New 2,545 $236K
Founders Capital Management, LLC 0.04% No change 2,537 $235K
KCM Investment Advisors LLC 0.01% Reduce -12.4% 2,532 $234K
Laurel Wealth Advisors LLC 0.04% Reduce -1.0% 2,530 $234K
Ausdal Financial Partners, Inc. 0.02% New 2,526 $234K
Stonebridge Capital Advisors LLC 0.02% Reduce -20.3% 2,525 $234K
Charter Oak Capital Management, LLC 0.02% Reduce -0.1% 2,524 $234K
Custos Family Office, LLC 0.08% New 2,515 $233K
Sterling Financial Planning, Inc. 0.09% Add +0.5% 2,513 $233K
GKV Capital Management Co., Inc. 0.09% — 2,500 $232K
Aventura Private Wealth, LLC 0.12% — 2,491 $231K
Spinnaker Trust 0.01% Add +4.2% 2,490 $231K
Syon Capital LLC 0.02% New 2,489 $231K
First National Trust Co 0.01% Reduce -4.4% 2,488 $230K
Leavell Investment Management, Inc. 0.01% Add +15.2% 2,484 $230K
Wealthspire Advisors, LLC 0.00% Add +8.3% 2,465 $228K
Manning & Napier Advisors LLC 0.00% Add +1.6% 2,464 $228K
Acadian Asset Management LLC 0.00% Reduce -53.4% 2,471 $228K
Citizens Financial Group Inc. 0.00% New 2,457 $228K
Farmers Trust Co. 0.04% Reduce -0.5% 2,450 $227K
Prospera Financial Services Inc 0.01% Reduce -1.2% 2,443 $227K
Sky Investment Group LLC 0.04% Reduce -2.3% 2,441 $226K
Brighton Jones LLC 0.01% Reduce -2.9% 2,440 $226K
PKS Advisory Services, LLC 0.06% — 2,439 $226K
First Foundation Advisors 0.01% Reduce -0.3% 2,433 $225K
Courier Capital LLC 0.02% Reduce -19.9% 2,416 $224K
Colonial Trust Advisors 0.02% No change 2,412 $223K
AlTi Global, Inc. 0.01% Add +4.9% 2,404 $223K
Stock Yards Bank & Trust Co. 0.01% Reduce -5.0% 2,378 $220K
Capital Advantage, Inc. 0.04% New 2,374 $220K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +0.2% 2,372 $220K
Mairs & Power Inc. 0.00% Add +22.6% 2,363 $219K
Great Lakes Advisors, LLC 0.00% Reduce -4.2% 2,348 $217K
LMCG Investments, LLC 0.01% Reduce -4.5% 2,343 $217K
Sentry LLC 0.04% No change 2,341 $217K
Baader Bank Aktiengesellschaft 0.02% No change 2,336 $216K
Dynamic Advisor Solutions LLC 0.01% Reduce -23.8% 2,325 $215K
Sabal Trust CO 0.01% No change 2,303 $213K
Washington Trust Advisors, Inc. 0.02% No change 2,300 $213K
Lake Street Advisors Group, LLC 0.01% Add +7.2% 2,297 $213K
New Age Alpha Advisors, LLC 0.01% New 2,296 $213K
Capstone Investment Advisors, LLC 0.00% Reduce -36.5% 2,293 $212K
Naples Global Advisors, LLC 0.02% No change 2,283 $211K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -0.8% 2,275 $211K
Asset Dedication, LLC 0.02% Reduce -0.7% 2,268 $210K
Interchange Capital Partners, LLC 0.08% No change 2,267 $210K
Carolina Wealth Advisors, LLC 0.11% Add +347.6% 2,265 $210K
Optimum Investment Advisors 0.09% No change 2,262 $209K
Longboard Asset Management, LP 0.55% — 2,261 $209K
First City Capital Management, Inc. 0.11% Reduce -6.3% 2,250 $208K
Reynders McVeigh Capital Management, LLC 0.01% Add +6.9% 2,247 $208K
MSH Capital Advisors LLC 0.07% Reduce -8.2% 2,240 $207K
Blue Trust, Inc. 0.00% Reduce -28.1% 2,235 $207K
Avestar Capital, LLC 0.02% Add +6.9% 2,228 $206K
Montis Financial, LLC 0.06% Add +5.2% 2,216 $205K
Hancock Whitney Corp. 0.01% Reduce -2.6% 2,212 $205K
Tyche Wealth Partners LLC 0.04% No change 2,207 $204K
MassMutual Private Wealth & Trust, FSB 0.01% Add +4.8% 2,207 $204K
Court Place Advisors, LLC 0.07% Reduce -12.5% 2,206 $204K
Harbour Investments, Inc. 0.01% Add +1.2% 2,201 $204K
Northeast Investment Management 0.01% No change 2,195 $203K
Haverford Trust Co 0.00% Reduce -6.4% 2,178 $202K
Procyon Advisors, LLC 0.01% Reduce -0.5% 2,168 $201K
Wellington Shields & Co., LLC 0.06% No change 2,137 $198K
Atlatl Advisers LLC 0.11% — 2,108 $195K
Manchester Capital Management LLC 0.02% Add +0.4% 2,050 $190K
Headlands Technologies LLC 0.02% New 2,035 $188K
Smartleaf Asset Management LLC 0.02% Add +33.9% 2,017 $187K
Anchor Investment Management, LLC 0.02% Reduce -19.9% 2,015 $187K
Van Hulzen Asset Management, LLC 0.01% No change 2,000 $185K
Adirondack Trust Co. 0.07% Reduce -13.2% 1,973 $183K
Citizens National Bank Trust Department 0.04% No change 1,961 $182K
State of Wyoming 0.02% Reduce -16.3% 1,956 $181K
Grove Bank & Trust 0.02% Add +2.1% 1,917 $178K
USA Financial Formulas 0.03% New 1,880 $174K
Cary Street Partners Investment Advisory LLC 0.11% Reduce -73.5% 1,853 $172K
North Star Investment Management Corp. 0.01% No change 1,831 $170K
Broadwater Capital Management LLC 0.13% No change 1,822 $169K
First Financial Corp. 0.07% Add +0.2% 1,703 $158K
IFP Advisors, Inc 0.01% Add +8.8% 1,676 $155K
Harbor Investment Advisory, LLC 0.01% No change 1,655 $153K
Webster Bank, N. A. 0.02% No change 1,654 $153K
Smithfield Trust Co 0.01% No change 1,660 $152K
Deseret Mutual Benefit Administrators 0.07% Reduce -1.0% 1,632 $151K
Bank of New Hampshire 0.04% No change 1,565 $145K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 1,531 $142K
Concourse Financial Group Securities, Inc. 0.01% Reduce -13.3% 1,452 $139K
Resources Management Corp. /CT/ 0.02% No change 1,480 $137K
Wingate Wealth Advisors, Inc. 0.13% — 1,463 $135K
Acropolis Investment Management, LLC 0.01% No change 1,439 $133K
GeoWealth Management, LLC 0.00% Reduce -13.8% 1,423 $132K
Farther Finance Advisors, LLC 0.00% Reduce -14.8% 1,379 $128K
Caldwell Sutter Capital, Inc. 0.06% No change 1,366 $127K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,366 $127K
Atlas Capital Advisors Inc. 0.02% Add +9642.9% 1,364 $126K
AllSquare Wealth Management LLC 0.07% No change 1,350 $125K
Quent Capital, LLC 0.01% No change 1,338 $124K
Financial Life Planners 0.10% — 1,337 $124K
Assetmark, Inc. 0.00% Add +178.4% 1,325 $123K
Spire Wealth Management 0.00% Add +43.2% 1,299 $120K
CVA Family Office, LLC 0.02% Add +4.2% 1,298 $120K
Steph & Co. 0.04% No change 1,261 $117K
Evelyn Partners Investment Management LLP 0.00% — 1,230 $114K
Cromwell Holdings LLC 0.07% No change 1,216 $113K
Geneos Wealth Management Inc. 0.00% Reduce -9.7% 1,200 $111K
Bangor Savings Bank 0.01% No change 1,172 $109K
Brooklyn Investment Group 0.03% Add +18.8% 1,171 $108K
Estabrook Capital Management 0.02% No change 1,146 $106K
Parvin Asset Management, LLC 0.11% — 1,112 $103K
Logan Capital Management Inc. 0.00% No change 1,103 $102K
Hanson & Doremus Investment Management 0.02% Add +15.8% 1,097 $102K
Ulland Investment Advisors, LLC 0.07% No change 1,071 $99K
Parallax Volatility Advisers, L.P. 0.00% New 1,065 $99K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 1,041 $96K
Cherry Tree Wealth Management, LLC 0.02% No change 1,029 $95K
Gen-Wealth Partners Inc 0.04% No change 1,025 $95K
Clearstead Trust, LLC 0.02% Add +0.3% 1,006 $93K
Spurstone Advisory Services, LLC 1.76% — 1,000 $93K
MV Capital Management, Inc. 0.01% Reduce -0.2% 959 $89K
Exchange Traded Concepts, LLC 0.00% Reduce -32.8% 940 $87K
Venturi Wealth Management, LLC 0.00% Add +223.0% 927 $86K
Leonteq Securities AG 0.01% Add +6.3% 905 $84K
Parkside Financial Bank & Trust 0.01% Add +2.0% 903 $84K
Independence Bank of Kentucky 0.01% No change 901 $83K
Hall Laurie J Trustee 0.03% No change 892 $83K
Piscataqua Savings Bank 0.07% No change 857 $79K
Mark Sheptoff Financial Planning, LLC 0.04% No change 833 $77K
Evermay Wealth Management LLC 0.01% No change 822 $76K
JTC Employer Solutions Trustee Ltd 0.01% No change 822 $76K
Navera Investment Management Ltd. 0.00% No change 800 $74K
Kestra Investment Management, LLC 0.00% New 791 $73K
Capital Analysts, LLC 0.00% Add +8.9% 781 $72K
Brown, Lisle/Cummings, Inc. 0.02% New 776 $72K
Eagle Bay Advisors LLC 0.04% Reduce -9.2% 760 $70K
ESL Trust Services, LLC 0.02% New 750 $69K
Center for Financial Planning, Inc. 0.01% Reduce -0.4% 749 $69K
Sawyer & Company, Inc 0.03% New 750 $69K
Pacifica Partners Inc. 0.03% No change 741 $68K
SBI Securities Co., Ltd. 0.00% — 737 $68K
Cassady Schiller Wealth Management, LLC 0.03% Add +5.3% 736 $68K
First Community Trust NA 0.05% Add +9.0% 736 $68K
Carolinas Wealth Consulting LLC 0.01% No change 724 $67K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +45.9% 718 $67K
CoreCap Advisors, LLC 0.00% Add +0.8% 716 $66K
Bellevue Asset Management, LLC 0.03% No change 716 $66K
Rise Advisors, LLC 0.03% Add +0.6% 716 $66K
POM Investment Strategies, LLC 0.05% No change 712 $66K
OAKMONT Corp 0.01% No change 705 $65K
Strengthening Families & Communities, LLC 0.04% No change 702 $65K
Hoertkorn Richard Charles 0.03% No change 682 $63K
Indiana Trust & Investment Management Co 0.02% Add +4.0% 676 $63K
Coppell Advisory Solutions LLC 0.01% Add +11.5% 668 $62K
City State Bank 0.02% Reduce -12.2% 657 $61K
Acima Private Wealth, LLC 0.02% No change 650 $60K
Key Financial Inc 0.01% No change 635 $59K
Avior Wealth Management, LLC 0.00% Reduce -0.6% 633 $59K
Versant Capital Management, Inc 0.01% Add +310.4% 632 $59K
WPG Advisers, LLC 0.05% — 630 $58K
CoreFirst Bank & Trust 0.03% No change 623 $58K
Arax Advisory Partners 0.00% Add +45.0% 619 $57K
Monetary Management Group Inc. 0.01% No change 596 $55K
Loomis Sayles & Co. L P 0.00% New 597 $55K
Gables Capital Management Inc. 0.03% No change 575 $53K
Pinnacle Bancorp, Inc. 0.02% Add +12.8% 572 $53K
Hopwood Financial Services, Inc. 0.04% — 562 $52K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -0.9% 558 $52K
JNBA Financial Advisors 0.01% No change 553 $51K
R Squared Ltd 0.05% — 530 $49K
Hilltop National Bank 0.01% No change 518 $48K
Beacon Capital Management, LLC 0.01% No change 516 $48K
Old Second National Bank of Aurora 0.01% Reduce -27.4% 508 $47K
Cypress Capital Management LLC (WY) 0.05% Reduce -16.7% 500 $46K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.4% 500 $46K
JFS Wealth Advisors, LLC 0.00% Reduce -5.2% 492 $46K
Capital Advisors, Ltd. LLC 0.01% No change 473 $44K
Caitong International Asset Management Co., Ltd 0.04% — 459 $43K
Crowley Wealth Management, Inc. 0.04% — 450 $42K
Maia Wealth LLC 0.01% No change 450 $42K
First Command Advisory Services, Inc. 0.00% No change 448 $41K
Evelyn Partners Investment Management Services Ltd 0.01% — 447 $41K
Creative Financial Designs Inc. 0.00% Add +0.2% 447 $41K
Mowery & Schoenfeld Wealth Management, LLC 0.08% Add +531.4% 442 $41K
Itau Unibanco Holding S.A. 0.00% Add +468.8% 438 $41K
Ransom Advisory, Ltd 0.02% Reduce -18.7% 436 $40K
Kohmann Bosshard Financial Services, LLC 0.00% New 432 $40K
Kapitalo Investimentos Ltda 0.03% New 426 $39K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 424 $39K
Union Savings Bank 0.02% No change 411 $38K
Chesapeake Asset Management LLC 0.03% No change 402 $37K
Truvestments Capital LLC 0.01% Add +14.6% 401 $37K
Financial Network Wealth Advisors LLC 0.07% Reduce -2.0% 400 $37K
Wellington Shields Capital Management, LLC 0.01% No change 400 $37K
Community Bank, N.A. 0.00% No change 400 $37K
Motco 0.00% No change 399 $37K
TFC Financial Management, Inc. 0.01% No change 397 $37K
GPS Wealth Strategies Group, LLC 0.00% No change 396 $37K
Ofi Invest Asset Management 0.00% — 410 $37K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 395 $37K
Cornerstone Planning Group LLC 0.01% Add +3.4% 369 $36K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 389 $36K
Continuum Advisory, LLC 0.00% Add +0.8% 384 $36K
Hemington Wealth Management 0.01% Add +12.3% 383 $35K
Orion Capital Management LLC 0.02% New 375 $35K
Golden State Wealth Management, LLC 0.01% — 372 $34K
Flagship Wealth Advisors, LLC 0.02% — 368 $34K
Centricity Wealth Management, LLC 0.03% — 355 $33K
Paladin Advisory Group, LLC 0.03% No change 353 $33K
Bray Capital Advisors 0.01% No change 350 $32K
American Capital Advisory, LLC 0.02% No change 336 $31K
Oakworth Capital, Inc. 0.00% No change 330 $31K
Criterion Capital Advisors, LLC 0.02% No change 314 $30K
Hantz Financial Services, Inc. 0.00% Add +6.0% 319 $30K
Atticus Wealth Management, LLC 0.01% No change 322 $30K
Prestige Wealth Management Group LLC 0.01% No change 322 $30K
Fortitude Family Office, LLC 0.01% Add +485.4% 322 $30K
Missouri Trust & Investment Co 0.01% Reduce -7.3% 320 $30K
Intelligent Financial Strategies 0.02% No change 316 $29K
Aster Capital Management (DIFC) Ltd 0.01% New 303 $28K
Cetera Trust Company, N.A 0.02% No change 300 $28K
United Community Bank 0.01% No change 300 $28K
First United Bank & Trust 0.01% Reduce -7.7% 300 $28K
CNB Bank 0.01% No change 292 $27K
Stance Capital LLC 0.02% — 291 $27K
SJS Investment Consulting Inc. 0.00% Reduce -11.6% 283 $26K
Plante Moran Financial Advisors, LLC 0.00% Reduce -79.6% 283 $26K
Mascoma Wealth Management LLC 0.01% Add +11.6% 279 $26K
Transce3nd, LLC 0.01% — 267 $25K
Archer Investment Corp 0.01% No change 263 $24K
Costello Asset Management, INC 0.02% No change 262 $24K
Armstrong Advisory Group, Inc. 0.00% Add +26.9% 255 $24K
Mattson Financial Services, LLC 0.01% New 225 $23K
Legacy Bridge, LLC 0.01% No change 250 $23K
Concord Wealth Partners 0.00% No change 250 $23K
Osterweis Capital Management Inc. 0.00% No change 250 $23K
Meeder Asset Management Inc. 0.00% Add +250.7% 249 $23K
Riverview Trust Co 0.02% No change 242 $22K
Covestor Ltd 0.01% Reduce -78.3% 236 $22K
Sugarloaf Wealth Management, LLC 0.00% No change 235 $22K
Crews Bank & Trust 0.00% — 235 $22K
Central Pacific Bank - Trust Division 0.00% No change 235 $22K
NFSG Corp 0.01% Add +5.9% 234 $22K
West Branch Capital LLC 0.01% No change 232 $21K
Bradley & Co. Private Wealth Management, LLC 0.01% — 230 $21K
Duncker Streett & Co. Inc. 0.00% Reduce -22.7% 228 $21K
DT Investment Partners, LLC 0.00% No change 227 $21K
Whipplewood Advisors, LLC 0.01% — 218 $20K
Physician Wealth Advisors, Inc. 0.00% New 215 $20K
Birchbrook, Inc. 0.01% No change 212 $20K
Riggs Asset Managment Co. Inc. 0.01% No change 206 $19K
GW&K Investment Management, LLC 0.00% Add +2.0% 202 $19K
Hexagon Capital Partners LLC 0.00% Add +3.5% 205 $19K
Olistico Wealth, LLC 0.01% No change 200 $19K
Barrett & Company, Inc. 0.01% No change 200 $19K
Red Tortoise LLC 0.01% No change 198 $18K
Castleview Partners, LLC 0.01% Add +0.5% 198 $18K
Evelyn Partners Asset Management Ltd 0.00% — 192 $18K
BOK Financial Private Wealth, Inc. 0.00% Add +88.0% 188 $17K
Valley National Advisers Inc. 0.00% Add +845.0% 189 $17K
Accordant Advisory Group Inc 0.02% No change 181 $17K
Hara Capital LLC 0.01% No change 180 $17K
Financial Perspectives, Inc 0.01% No change 180 $17K
Nemes Rush Group LLC 0.00% No change 179 $17K
Cedar Mountain Advisors, LLC 0.00% No change 173 $16K
Tanglewood Legacy Advisors, LLC 0.01% No change 167 $15K
Tompkins Financial Corp. 0.00% Reduce -23.0% 167 $15K
Cranbrook Wealth Management, LLC 0.00% No change 162 $15K
Tsfg, LLC 0.00% No change 163 $15K
Kiely Wealth Advisory Group, Inc. 0.01% No change 154 $15K
ZynergyRetirementPlanningLLC 0.01% No change 140 $15K
Sound Income Strategies, LLC 0.00% No change 151 $14K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $14K
Glen Eagle Advisors, LLC 0.00% Reduce -28.9% 148 $14K
Sachetta, LLC 0.01% Add +19.7% 146 $14K
FSC Wealth Advisors, LLC 0.01% No change 144 $13K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +39.0% 139 $13K
Core Alternative Capital 0.00% No change 139 $13K
Frazier Financial Advisors, LLC 0.01% Add +0.7% 139 $13K
Global X Japan Co., Ltd. 0.00% Add +26.9% 137 $13K
Clean Yield Group 0.00% No change 134 $12K
Tortoise Investment Management, LLC 0.00% No change 125 $12K
Consultiva Wealth Management, Corp. 0.06% New 124 $11K
TruNorth Capital Management, LLC 0.00% No change 122 $11K
Sittner & Nelson, LLC 0.00% No change 118 $11K
Sunbelt Securities, Inc. 0.00% No change 115 $11K
Bruce G. Allen Investments, LLC 0.01% No change 114 $11K
DecisionPoint Financial, LLC 0.00% No change 110 $10K
CGC Financial Services, LLC 0.00% No change 110 $10K
McClarren Financial Advisors, Inc. 0.03% No change 117 $10K
PrairieView Partners, LLC 0.00% No change 113 $10K
Private Wealth Management Group, LLC 0.00% No change 105 $10K
Rosenberg Matthew Hamilton 0.00% No change 105 $10K
Raleigh Capital Management Inc. 0.00% Reduce -4.6% 104 $10K
Dunhill Financial, LLC 0.00% Add +26.8% 104 $10K
Kentucky Trust Co 0.01% — 100 $9K
YANKCOM Partnership 0.01% — 100 $9K
VSM Wealth Advisory, LLC 0.00% — 100 $9K
First PREMIER Bank 0.00% No change 100 $9K
CKW Financial Group 0.00% No change 102 $9K
Coastline Trust Co 0.00% Add +7.8% 97 $9K
Family CFO Inc 0.00% New 93 $9K
Raelipskie Partnership 0.00% Reduce -21.9% 89 $8K
Tucker Asset Management LLC 0.00% No change 87 $8K
Oarsman Capital, Inc. 0.00% No change 87 $8K
Park Place Capital Corp 0.00% No change 86 $8K
MCF Advisors LLC 0.00% No change 83 $8K
Holos Integrated Wealth LLC 0.01% — 82 $8K
Front Row Advisors LLC 0.00% No change 80 $7K
AdvisorNet Financial, Inc 0.00% Reduce -56.3% 80 $7K
BankPlus Trust Department 0.00% — 79 $7K
High Note Wealth, LLC 0.00% New 78 $7K
Avalon Trust Co 0.00% New 77 $7K
ORG Partners LLC 0.00% No change 75 $7K
Sierra Ocean, LLC 0.01% — 74 $7K
WR Wealth Planners, LLC 0.00% Add +5.7% 74 $7K
Abound Wealth Management 0.00% No change 72 $7K
Millstone Evans Group, LLC 0.00% — 72 $7K
Creative Capital Management Investments LLC 0.00% New 72 $7K
Breakwater Investment Management 0.00% No change 72 $7K
Richard W. Paul & Associates, LLC 0.00% No change 72 $7K
Ameriflex Group, Inc. 0.00% — 69 $7K
Financial Gravity Companies, Inc. 0.00% Add +45.8% 70 $6K
Provenance Wealth Advisors, LLC 0.00% No change 70 $6K
Lavaca Capital LLC 0.00% New 69 $6K
Raffa Wealth Management, LLC 0.00% No change 69 $6K
Park Square Financial Group, LLC 0.00% — 66 $6K
Avion Wealth 0.00% Add +18.2% 65 $6K
Main Street Group, LTD 0.00% No change 62 $6K
Cape Investment Advisory, Inc. 0.00% Add +169.6% 62 $6K
Murphy & Mullick Capital Management Corp 0.01% — 61 $6K
MidAtlantic Capital Management, Inc. 0.00% No change 60 $6K
Syntax Research, Inc. 0.00% No change 59 $5K
Tower View Wealth Management LLC 0.00% No change 58 $5K
FSA Wealth Management LLC 0.00% No change 57 $5K
Glass Jacobson Investment Advisors llc 0.00% Add +1.8% 56 $5K
Comprehensive Financial Planning, Inc. 0.00% — 55 $5K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 55 $5K
Compass Planning Associates Inc 0.00% — 52 $5K
Stonebridge Financial Group, LLC 0.00% — 50 $5K
Mainstream Capital Management LLC 0.00% New 48 $4K
Hoey Investments, Inc. 0.00% No change 46 $4K
Highline Wealth Partners LLC 0.00% Add +50.0% 45 $4K
S&T Bank 0.00% New 45 $4K
McIlrath & Eck, LLC 0.00% No change 45 $4K
Altshuler Shaham Ltd 0.00% Reduce -81.9% 41 $4K
Peoples Financial Services Corp. 0.00% Reduce -20.0% 40 $4K
Fortis Group Advisors, LLC 0.00% No change 38 $4K
Salomon & Ludwin, LLC 0.00% Reduce -26.1% 34 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +6.9% 31 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 29 $3K
Financial Freedom, LLC 0.00% No change 28 $3K
Pinney & Scofield, Inc. 0.00% — 27 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $3K
Iron Horse Wealth Management, LLC 0.00% Add +50.0% 27 $3K
PFS Partners, LLC 0.00% No change 26 $2K
Redwood Park Advisors LLC 0.00% — 26 $2K
Pacific Center for Financial Services 0.00% No change 25 $2K
Decker Retirement Planning Inc. 0.00% — 25 $2K
Battery Global Advisors, LLC 0.00% No change 22 $2K
Navigoe, LLC 0.00% — 25 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 23 $2K
Signature Resources Capital Management, LLC 0.00% No change 21 $2K
WealthTrak Capital Management LLC 0.00% — 20 $2K
Asset Planning,Inc 0.00% — 20 $2K
Clark Wealth Partners 0.00% — 20 $2K
Aspect Partners, LLC 0.00% No change 20 $2K
TD Capital Management LLC 0.00% No change 20 $2K
Summit Securities Group LLC 0.00% New 19 $2K
Valued Wealth Advisors LLC 0.00% No change 17 $2K
NewSquare Capital LLC 0.00% New 16 $1K
Dogwood Wealth Management LLC 0.00% No change 16 $1K
Trifecta Capital Advisors, LLC 0.00% No change 15 $1K
West Paces Advisors Inc. 0.00% No change 14 $1K
Bogart Wealth, LLC 0.00% No change 14 $1K
Guardian Wealth Management, Inc. 0.00% No change 13 $1K
True Wealth Design, LLC 0.00% No change 12 $1K
Fairscale Capital, LLC 0.00% No change 12 $1K
Game Plan Financial Advisors, LLC 0.00% No change 12 $1K
Wood Tarver Financial Group, LLC 0.00% — 20 $1K
New Millennium Group LLC 0.00% No change 9 $833
Winnacle Wealth LLC 0.00% — 9 $796
New Wave Wealth Advisors LLC 0.00% New 8 $758
Principia Wealth Advisory, LLC 0.00% — 8 $741
Fairman Group, LLC 0.00% No change 8 $741
Global Financial Private Client, LLC 0.00% New 7 $648
Financial Management Professionals, Inc. 0.00% Reduce -50.0% 6 $556
Wolff Wiese Magana LLC 0.00% No change 5 $464
North Ridge Wealth Advisors, Inc. 0.00% New 5 $464
Parkworth Wealth Management, Inc. 0.00% — 5 $463
Nvwm, LLC 0.00% No change 5 $463
Activest Wealth Management 0.00% New 4 $370
REAP Financial Group, LLC 0.00% New 1 $46
HBC Financial Services, PLLC 0.00% No change 7 $0
Evolution Advisers, Inc. 0.00% No change 4 $0

"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.