Occidental PetroleumOXY

13F holders, Q1 2024 (March 31)
1,240holders
11famous investors
$64.99avg. 13F price*

At the end of Q1 2024, 1,240 institutions reported holding Occidental Petroleum Corp. (OXY) in their 13F filings. The largest holders were Berkshire Hathaway ($16.1B), Dodge & Cox ($5.2B) and Vanguard Group Inc. ($3.6B). 11 famous investors held it, including Prem Watsa (31.8% of Fairfax Financial Holdings's portfolio), Warren Buffett (4.9% of Berkshire Hathaway's portfolio) and Paul Tudor Jones (0.6% of Tudor Investment Corporation's portfolio).

Company
Occidental Petroleum Corp.
Sector
Energy
CUSIP
674599105
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions126$329.2M
Exits108$119.9M

Ownership 1,240 holders

Berkshire Hathaway 4.86% Add +1.8% 248,018,128 $16.1B
Dodge & Cox 3.01% Reduce -1.8% 79,525,798 $5.2B
Vanguard Group Inc. 0.07% Reduce -2.6% 55,329,702 $3.6B
BlackRock Inc. 0.06% Add +0.7% 40,388,078 $2.6B
State Street Corp. 0.12% Reduce -1.7% 39,432,087 $2.6B
FMR LLC 0.08% Reduce -18.9% 17,634,243 $1.1B
Geode Capital Management, LLC 0.08% Add +1.7% 12,783,355 $828.2M
Bank of New York Mellon Corp 0.15% Reduce -3.4% 12,235,521 $795.2M
Morgan Stanley 0.06% Add +13.8% 10,583,197 $687.8M
Eagle Capital Management LLC 2.66% Add +124.8% 10,575,210 $687.3M
Bank of America Corp. 0.05% Add +15.9% 7,416,762 $482.0M
Dimensional Fund Advisors LP 0.13% Reduce -0.1% 7,383,783 $479.9M
Northern Trust Corp. 0.08% Reduce -5.0% 6,921,892 $449.9M
Pacer Advisors, Inc. 1.06% Add +15.1% 6,898,437 $448.3M
Smead Capital Management, Inc. 6.37% Add +4.4% 6,274,936 $407.8M
Fairfax Financial Holdings 31.84% No change 6,020,418 $391.1M
Invesco Ltd. 0.07% Reduce -2.2% 4,653,953 $302.5M
Legal & General Group Plc 0.08% Add +0.3% 4,145,228 $269.4M
Charles Schwab Investment Management Inc. 0.06% Add +2.3% 3,782,796 $245.8M
Two Sigma Investments, LP 0.59% Add +189.9% 3,611,365 $234.7M
Adams Asset Advisors, LLC 31.04% No change 3,583,935 $232.9M
JPMorgan Chase & Co. 0.02% Add +222.9% 3,487,054 $226.6M
American Century Companies Inc. 0.13% Add +9.3% 3,175,237 $206.4M
Goldman Sachs Group Inc. 0.04% Reduce -4.9% 3,079,102 $200.1M
Janus Henderson Group PLC 0.10% Reduce -7.9% 2,838,767 $184.5M
Alliancebernstein L.P. 0.06% Reduce -5.8% 2,730,718 $177.5M
UBS Group AG 0.05% Reduce -2.1% 2,449,215 $159.2M
Amundi 0.07% Add +10.9% 2,339,596 $154.5M
ANTIPODES PARTNERS Ltd 4.77% Reduce -0.9% 2,319,869 $150.8M
Bank of Montreal 0.04% Reduce -0.3% 2,045,014 $131.3M
Swiss National Bank 0.09% Reduce -5.0% 1,971,114 $128.1M
Royal Bank of Canada 0.03% Reduce -8.4% 1,869,632 $121.5M
HighTower Advisors, LLC 0.20% Add +25.5% 1,855,575 $120.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +6.7% 1,788,203 $116.2M
Barclays PLC 0.05% Reduce -14.3% 1,747,183 $113.5M
Nuveen Asset Management, LLC 0.03% Reduce -1.9% 1,612,050 $104.8M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.9% 1,583,686 $102.9M
Squarepoint Ops LLC 0.41% Add +902.8% 1,525,225 $99.1M
National Pension Service 0.11% Add +5.3% 1,413,850 $91.9M
Epoch Investment Partners, Inc. 0.40% Reduce -1.1% 1,383,769 $89.9M
BNP Paribas Financial Markets 0.11% Add +45.0% 1,331,672 $86.5M
Two Sigma Advisers, LP 0.19% Add +1565.8% 1,277,700 $83.0M
Millennium Management 0.07% Add +39.9% 1,243,907 $80.8M
HSBC Holdings PLC 0.06% Add +52.9% 1,211,054 $78.7M
California Public Employees Retirement System 0.05% Reduce -3.9% 1,193,983 $77.6M
Rhumbline Advisers 0.07% Reduce -1.0% 1,179,744 $76.7M
H&H International Investment 0.52% Add +157.9% 1,134,902 $73.8M
Jane Street Group, LLC 0.09% Reduce -10.0% 1,124,910 $73.1M
Deutsche Bank AG 0.03% Reduce -6.6% 1,045,387 $67.9M
Clean Energy Transition LLP 6.70% New 1,040,169 $67.6M
Wells Fargo & Company 0.02% Add +16.5% 1,020,963 $66.4M
Nomura Holdings Inc. 0.54% Reduce -17.2% 1,018,890 $66.2M
Royal London Asset Management Ltd. 0.16% Add +17.4% 1,011,282 $65.7M
First Trust Advisors LP 0.07% Reduce -0.8% 986,289 $64.1M
Raymond James & Associates 0.04% Add +8.1% 982,415 $63.8M
Cooke & Bieler LP 0.57% New 946,891 $61.5M
Marshall Wace, LLP 0.10% Reduce -31.7% 941,592 $61.2M
State Board of Administration of Florida Retirement System 0.14% Add +17.1% 968,178 $60.4M
California State Teachers Retirement System 0.07% Reduce -4.5% 908,260 $59.0M
T. Rowe Price Associates Inc. 0.01% Add +1.0% 904,081 $58.8M
Perigon Wealth Management, LLC 1.61% Reduce -0.6% 815,017 $53.0M
Korea Investment CORP 0.13% Add +32.0% 813,179 $52.8M
New York State Common Retirement Fund 0.07% Reduce -1.9% 809,967 $52.6M
CTC LLC 0.84% Add +35.6% 787,784 $51.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +21.9% 777,541 $50.5M
TD Asset Management Inc 0.05% Reduce -0.8% 751,025 $48.8M
Principal Financial Group Inc. 0.03% Add +1.2% 730,828 $47.5M
Tudor Investment Corporation 0.56% Add +105.3% 707,412 $46.0M
Envestnet Asset Management Inc. 0.02% Add +2.0% 702,114 $45.6M
Aviva PLC 0.15% Add +4.9% 675,934 $43.9M
Raymond James Financial Services Advisors, Inc. 0.06% Add +4.9% 668,842 $43.5M
Sei Investments Co. 0.06% Add +4.6% 646,290 $42.0M
Citadel Advisors 0.04% Reduce -33.5% 641,370 $41.7M
Ameriprise Financial Inc. 0.01% Add +7.1% 623,999 $40.6M
Fisher Asset Management 0.02% Add +1.1% 606,825 $39.4M
Owl Creek Asset Management, L.P. 5.57% Add +109.7% 603,169 $39.2M
LPL Financial LLC 0.02% Add +1.9% 591,224 $38.4M
New York State Teachers Retirement System 0.08% Reduce -2.5% 587,174 $38.2M
Voya Investment Management LLC 0.04% Add +6.9% 579,882 $37.7M
Neuberger Berman Group LLC 0.03% Add +194.1% 574,795 $37.4M
Citigroup Inc. 0.04% Reduce -21.6% 530,745 $34.5M
Manufacturers Life Insurance Company, The 0.03% Reduce -6.7% 525,467 $34.1M
Prudential Financial Inc. 0.05% Reduce -0.2% 516,207 $33.5M
Worldquant Millennium Advisors LLC 0.41% Add +85.8% 514,897 $33.5M
Nordea Investment Management AB 0.04% Add +3.2% 491,805 $31.9M
Rockefeller Capital Management L.P. 0.09% Add +7.7% 487,840 $31.7M
Brandywine Global Investment Management, LLC 0.22% Reduce -0.7% 463,244 $30.1M
Credit Suisse AG/ 0.03% Reduce -13.2% 447,288 $29.1M
Tocqueville Asset Management L.P. 0.46% Add +13.9% 432,087 $28.1M
Stifel Financial Corp. 0.03% Add +15.5% 418,884 $27.2M
Susquehanna Fundamental Investments, LLC 1.27% New 417,731 $27.1M
Danske Bank A/S 0.08% — 411,010 $26.7M
TCTC Holdings, LLC 0.86% Add +42.8% 397,602 $25.8M
Point72 Europe (London) LLP 2.39% Add +16889.9% 394,166 $25.6M
Susquehanna International Group, LLP 0.04% Reduce -58.2% 380,378 $24.7M
State of New Jersey Common Pension Fund D 0.07% No change 377,858 $24.6M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -1.1% 364,884 $23.7M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.71% Add +41.2% 355,268 $23.1M
State of Wisconsin Investment Board 0.06% Reduce -2.9% 350,820 $22.8M
Russell Investments Group, Ltd. 0.04% Add +107.2% 349,592 $22.7M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -6.3% 333,879 $21.7M
Corient Private Wealth LP 0.04% Reduce -14.8% 335,027 $21.6M
PARUS FINANCE (UK) Ltd 8.12% Add +83.7% 331,611 $21.6M
South Dakota Investment Council 0.45% No change 329,751 $21.4M
Public Employees Retirement System of Ohio 0.08% Reduce -7.6% 323,185 $21.0M
STRS Ohio 0.08% Reduce -3.3% 318,379 $20.7M
Wealthfront Advisers LLC 0.07% Reduce -2.6% 317,103 $20.6M
Victory Capital Management Inc. 0.02% Reduce -9.3% 310,637 $20.2M
Treasurer of the State of North Carolina 0.09% Add +0.7% 307,100 $20.0M
PNC Financial Services Group, Inc. 0.01% Add +38.7% 304,121 $19.8M
Ensign Peak Advisors, Inc 0.03% Add +1.0% 291,547 $18.9M
Cresset Asset Management, LLC 0.09% Add +232.2% 286,042 $18.6M
Aberdeen Group plc 0.04% Reduce -0.0% 286,429 $18.6M
Townsquare Capital LLC 0.27% Add +21.4% 284,748 $18.5M
Baird Financial Group, Inc. 0.04% Reduce -15.2% 278,429 $18.1M
Commonwealth Equity Services, LLC 0.03% Add +8.1% 276,109 $17.9M
Calamos Advisors LLC 0.13% Add +0.3% 273,406 $17.8M
Hosking Partners LLP 0.65% Add +9.9% 271,306 $17.6M
CI Investments Inc. 0.07% Reduce -37.7% 261,657 $17.0M
Franklin Resources Inc. 0.01% Reduce -1.5% 257,027 $16.7M
Osaic Holdings, Inc. 0.04% Reduce -15.0% 248,586 $16.2M
Rafferty Asset Management, LLC 0.06% Reduce -17.1% 246,285 $16.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +6.7% 246,238 $16.0M
Asset Management One Co., Ltd. 0.06% Reduce -6.5% 246,154 $16.0M
Guggenheim Capital LLC 0.11% Add +3.8% 242,281 $15.7M
Farmers & Merchants Investments Inc. 0.53% Add +0.6% 241,771 $15.7M
Artemis Investment Management LLP 0.20% New 272,914 $15.7M
Muhlenkamp & Co. Inc. 4.48% Add +1.0% 237,383 $15.4M
Longbow Finance SA 1.54% Reduce -13.5% 234,645 $15.2M
Gateway Investment Advisers LLC 0.17% Reduce -3.9% 228,534 $14.9M
Gabelli Funds LLC 0.11% Add +1.3% 226,695 $14.7M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +275.3% 225,344 $14.6M
Catawba River Capital 8.33% New 220,166 $14.3M
Pictet Asset Management Holding SA 0.02% Reduce -4.4% 219,258 $14.2M
Holowesko Partners Ltd. 5.77% Add +3.3% 217,000 $14.1M
Hutchinson Capital Management 2.84% Add +6.3% 216,230 $14.1M
Resona Asset Management Co.,Ltd. 0.08% — 214,072 $13.9M
Diversify Advisory Services, LLC 0.81% — 208,132 $13.8M
Two Sigma Securities, LLC 0.66% Add +23.8% 210,039 $13.7M
Archon Partners LLC 1.67% Add +37.1% 210,000 $13.6M
Walleye Capital LLC 0.16% New 209,924 $13.6M
Schonfeld Strategic Advisors LLC 0.11% Add +103.1% 208,963 $13.6M
SG Americas Securities, LLC 0.07% Add +997.0% 204,193 $13.3M
7G Capital Management, LLC 6.85% Add +21.2% 200,000 $13.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.1% 199,290 $13.0M
Toronto Dominion Bank 0.02% Reduce -42.8% 198,272 $12.9M
Swedbank AB 0.02% Reduce -2.3% 193,059 $12.5M
Symmetry Investments LP 1.31% New 192,828 $12.5M
American International Group, Inc. 0.04% Reduce -1.0% 191,817 $12.5M
Schwartz Investment Counsel Inc. 0.45% No change 191,430 $12.4M
Cwm, LLC 0.06% Reduce -3.8% 191,040 $12.4M
Capital Fund Management S.A. 0.15% Add +45.3% 190,527 $12.4M
Arizona State Retirement System 0.08% Add +1.2% 188,878 $12.3M
Janney Montgomery Scott LLC 0.04% Add +1.0% 186,662 $12.1M
Nomura Asset Management Co. Ltd. 0.04% Add +3.0% 181,707 $11.8M
State of Michigan Retirement System 0.06% Reduce -0.2% 180,339 $11.7M
Pacific Heights Asset Management LLC 0.96% No change 180,000 $11.7M
Ingalls & Snyder LLC 0.51% Reduce -0.0% 177,530 $11.5M
Aldebaran Capital, LLC 10.90% Add +7.0% 175,559 $11.4M
Oppenheimer & Co. Inc. 0.19% Add +27.3% 174,646 $11.4M
Thompson Siegel & Walmsley LLC 0.17% Add +5.8% 172,043 $11.2M
Cibc World Markets Corp. 0.07% Reduce -40.2% 168,748 $11.0M
Wealth Advisory Solutions, LLC 2.84% Add +18.1% 168,744 $11.0M
Natixis Advisors, LLC 0.03% Reduce -1.2% 168,668 $11.0M
Cetera Investment Advisers 0.03% Add +478.8% 166,379 $10.8M
Walleye Trading LLC 0.18% Reduce -3.2% 165,138 $10.7M
National Bank of Canada 0.02% Reduce -6.5% 163,135 $10.4M
Simplex Trading, LLC 0.30% Reduce -52.0% 157,148 $10.2M
South Street Advisors LLC 1.63% Add +28.3% 156,920 $10.2M
Warther Private Wealth, LLC 4.50% Add +50.0% 155,065 $10.1M
Dupont Capital Management Corp. 0.83% No change 154,885 $10.1M
MetLife Investment Management, LLC 0.07% Reduce -3.8% 154,675 $10.1M
Adams Natural Resources Fund, Inc. 1.39% Reduce -8.6% 151,951 $9.9M
Nisa Investment Advisors, LLC 0.06% Reduce -4.0% 150,193 $9.8M
GTS Securities LLC 0.26% Reduce -14.7% 150,087 $9.8M
Cibc World Market Inc. 0.02% Add +544.0% 146,018 $9.5M
Illinois Municipal Retirement Fund 0.14% Add +6.8% 146,003 $9.5M
Retirement Systems of Alabama 0.04% Reduce -0.2% 145,271 $9.4M
Pinnacle Financial Partners Inc 0.20% No change 145,008 $9.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -0.1% 144,491 $9.4M
Calamos Wealth Management LLC 0.53% Add +2.3% 143,172 $9.3M
IMC-Chicago, LLC 0.32% New 142,356 $9.3M
Zweig-DiMenna Associates LLC 0.82% No change 142,323 $9.2M
Trek Financial, LLC 0.72% Add +44.0% 139,621 $9.1M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -12.3% 139,169 $9.0M
Banco Santander, S.A. 0.11% Add +75.0% 138,584 $9.0M
Group One Trading LLC 0.32% New 138,181 $9.0M
Amalgamated Bank 0.08% Reduce -17.3% 137,856 $9.0M
Schwerin Boyle Capital Management Inc. 0.89% New 137,800 $9.0M
Jump Financial, LLC 0.24% Add +50.1% 137,797 $9.0M
IFM Investors Pty Ltd 0.10% Reduce -1.0% 137,017 $8.9M
Texas Permanent School Fund Corp. 0.07% Reduce -0.2% 136,090 $8.8M
Susquehanna Portfolio Strategies, LLC 0.21% Reduce -0.3% 135,700 $8.8M
MML Investors Services, LLC 0.04% Reduce -5.1% 135,022 $8.8M
Pinnacle Associates Ltd. 0.14% Add +1.7% 133,939 $8.7M
TD Waterhouse Canada Inc. 0.07% Add +9.6% 126,461 $8.7M
BI Asset Management Fondsmaeglerselskab A/S 0.16% Reduce -46.0% 132,816 $8.6M
Gotham Asset Management 0.13% Add +20.6% 131,548 $8.5M
State of Tennessee, Department of Treasury 0.03% Add +26.5% 129,277 $8.4M
Creative Planning 0.01% Reduce -19.2% 128,965 $8.4M
Empowered Funds, LLC 0.15% Reduce -22.4% 128,270 $8.3M
Point72 (DIFC) Ltd 0.64% — 127,685 $8.3M
Macquarie Group Ltd. 0.01% Add +29.7% 177,195 $8.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +34.8% 129,495 $8.2M
HRT Financial LP 0.05% Add +241.6% 125,307 $8.1M
Greylin Investment Management, Inc 1.36% Add +1.5% 123,394 $8.0M
Nissay Asset Management Corp. /Japan 0.06% Add +0.7% 122,677 $8.0M
Quinn Opportunity Partners LLC 0.88% Add +14.2% 120,410 $7.8M
Fund 1 Investments, LLC 1.27% No change 120,000 $7.8M
Utah Retirement Systems 0.09% Reduce -0.1% 119,066 $7.7M
Cantor Fitzgerald, L. P. 1.87% Add +0.1% 118,850 $7.7M
DNB Asset Management AS 0.04% Reduce -41.6% 117,118 $7.6M
Asset Management Advisors, LLC 5.89% Add +27.5% 116,725 $7.6M
Czech National Bank 0.10% Add +0.1% 115,808 $7.5M
Covalis Capital LLP 0.92% Reduce -46.3% 114,661 $7.5M
DekaBank Deutsche Girozentrale 0.01% Add +3.9% 114,844 $7.4M
Cubist Systematic Strategies, LLC 0.08% New 114,005 $7.4M
Pinebridge Investments, L.P. 0.06% Reduce -29.9% 113,065 $7.3M
ProShare Advisors LLC 0.02% Reduce -8.5% 111,831 $7.3M
Truist Financial Corp. 0.01% Add +19.1% 111,124 $7.2M
Poehling Capital Management, INC. 1.93% Add +0.1% 111,019 $7.2M
Huntington National Bank 0.08% Reduce -29.1% 110,213 $7.2M
Public Sector Pension Investment Board 0.05% Add +10.1% 109,434 $7.1M
Schroder Investment Management Group 0.01% Reduce -38.1% 108,061 $7.0M
ARS Investment Partners, LLC 0.70% Reduce -4.2% 107,334 $7.0M
iA Global Asset Management Inc. 0.14% Add +72.2% 106,900 $6.9M
Mariner, LLC 0.01% Reduce -1.3% 106,007 $6.9M
Nkcfo LLC 4.09% Reduce -16.1% 105,400 $6.8M
Optiver Holding B.V. 0.28% Reduce -61.4% 104,729 $6.8M
Mitchell Capital Management Co. 1.30% Add +2.3% 103,911 $6.8M
Comerica Bank 0.03% Reduce -11.1% 102,598 $6.7M
Wintrust Investments LLC 0.58% Reduce -35.6% 100,469 $6.5M
CIBC Asset Management Inc 0.02% Add +2.7% 100,247 $6.5M
Yaupon Capital Management LP 0.56% Reduce -27.1% 100,000 $6.5M
NWF Advisory Services Inc. 1.07% Add +30.7% 98,967 $6.4M
Financial Partners Group, LLC 2.48% Add +0.8% 98,496 $6.4M
Linscomb Wealth, Inc. 0.33% Add +25.8% 98,283 $6.4M
Miller Howard Investments Inc. 0.21% Add +3.8% 98,013 $6.4M
Storebrand Asset Management As 0.02% Add +30.1% 97,762 $6.4M
First Hawaiian Bank 0.19% Reduce 0.0% 96,220 $6.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -6.7% 93,793 $6.1M
Clifford Swan Investment Counsel LLC 0.22% Reduce -1.8% 92,520 $6.0M
Pathstone Holdings, LLC 0.03% Add +8.8% 91,746 $6.0M
Atria Investments, Inc 0.08% Add +4.2% 91,676 $6.0M
Fagan Associates, Inc. 1.12% Reduce -1.9% 91,630 $6.0M
Yarbrough Capital, LLC 0.26% No change 91,448 $5.9M
New York Life Investment Management LLC 0.06% Reduce -3.9% 90,434 $5.9M
Hahn Capital Management LLC 3.49% Reduce -33.2% 89,928 $5.8M
Bank of Nova Scotia 0.01% Add +36.9% 89,883 $5.8M
Xponance LLC 0.06% Add +6.2% 89,642 $5.8M
Yousif Capital Management, LLC 0.06% Reduce -1.8% 88,990 $5.8M
Mraz, Amerine & Associates, Inc. 1.08% Add +3.1% 87,799 $5.7M
State of Alaska, Department of Revenue 0.06% Reduce -5.6% 87,538 $5.7M
Kestra Advisory Services, LLC 0.04% Add +3.4% 87,191 $5.7M
TCW Group Inc. 0.06% Reduce -18.0% 86,987 $5.7M
Mutual of America Capital Management LLC 0.06% Reduce -2.7% 86,295 $5.6M
Teza Capital Management LLC 0.73% Add +192.8% 84,454 $5.5M
Steward Partners Investment Advisory, LLC 0.06% Reduce -62.4% 84,136 $5.5M
Wellington Management Group LLP 0.00% Add +4.7% 84,089 $5.5M
NewEdge Advisors, LLC 0.05% Add +1.7% 82,949 $5.4M
D. E. Shaw & Co. 0.01% Reduce -88.5% 82,496 $5.4M
GAMCO Investors 0.05% Reduce -2.2% 82,479 $5.4M
Sterling Investment Management, LLC 3.77% Add +16.6% 82,236 $5.3M
Allianz Asset Management GmbH 0.01% Reduce -57.5% 81,984 $5.3M
US Bancorp \de 0.01% Add +0.4% 81,157 $5.3M
Lane Generational LLC 6.20% Add +4.8% 80,801 $5.3M
Hi-Line Capital Management, LLC 1.86% Add +1.2% 80,427 $5.2M
Cutter & CO Brokerage, Inc. 1.26% Add +6.4% 79,238 $5.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +3.0% 78,672 $5.1M
Allspring Global Investments Holdings, LLC 0.01% Add +139.4% 78,529 $5.1M
Hamilton Capital Partners Inc. 0.60% New 76,642 $5.0M
Norman Fields, Gottscho Capital Management, LLC 1.84% Reduce -0.7% 76,165 $5.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Reduce -0.0% 75,958 $4.9M
Y-Intercept (Hong Kong) Ltd 0.37% Add +357.4% 74,608 $4.8M
O'shaughnessy Asset Management, LLC 0.05% Add +16.8% 73,285 $4.8M
FIL Ltd 0.00% Reduce -3.7% 72,604 $4.7M
AQR Capital Management 0.01% Reduce -24.8% 72,254 $4.7M
AMG National Trust Bank 0.14% Reduce -0.5% 71,757 $4.7M
Elo Mutual Pension Insurance Co 0.11% Add +20.9% 70,044 $4.6M
MYDA Advisors LLC 1.58% Add +25.0% 70,000 $4.5M
Tidal Investments LLC 0.08% Add +10.4% 69,800 $4.5M
Aviance Capital Partners, LLC 0.67% Add +241.1% 69,213 $4.5M
Peterson Wealth Services 1.64% Add +71.5% 69,154 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.0% 69,138 $4.5M
Institutional & Family Asset Management, LLC 0.71% Add +0.6% 68,598 $4.5M
APG Asset Management N.V. 0.01% No change 71,772 $4.3M
Cerity Partners LLC 0.01% Add +88.6% 65,932 $4.3M
Medici Capital LLC 4.89% New 65,850 $4.3M
ExodusPoint Capital Management, LP 0.05% New 65,787 $4.3M
Duality Advisers, LP 0.42% Add +13.7% 65,279 $4.2M
Daiwa Securities Group Inc. 0.02% Add +8.4% 65,112 $4.2M
Entropy Technologies, LP 0.45% New 64,902 $4.2M
Waverly Advisors, LLC 0.10% Add +10.3% 64,453 $4.2M
Qube Research & Technologies Ltd 0.01% Add +240.7% 64,374 $4.2M
Level Four Advisory Services, LLC 0.23% Add +1.4% 68,841 $4.1M
Balyasny Asset Management L.P. 0.01% Reduce -69.7% 62,655 $4.1M
Intact Investment Management Inc. 0.16% Reduce -9.7% 61,400 $4.0M
Private Advisor Group, LLC 0.03% Reduce -4.7% 61,327 $4.0M
Skylands Capital, LLC 0.54% Reduce -2.7% 60,234 $3.9M
RBF Capital, LLC 0.22% No change 60,000 $3.9M
1832 Asset Management L.P. 0.01% Add +42.8% 59,634 $3.9M
Constant Guidance Financial LLC 3.51% New 56,272 $3.8M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -5.1% 58,264 $3.8M
Equitable Holdings, Inc. 0.04% Add +5.0% 57,879 $3.8M
Castleark Management LLC 0.16% No change 57,615 $3.7M
Gulf International Bank (UK) Ltd 0.09% Add +0.5% 57,423 $3.7M
Northeast Financial Consultants Inc 0.18% Add +0.3% 57,065 $3.7M
Integrated Wealth Concepts LLC 0.05% Add +24.1% 57,050 $3.7M
D.A. Davidson & Co. 0.03% Add +21.0% 56,516 $3.7M
Oregon Public Employees Retirement Fund 0.07% Add +9.2% 56,245 $3.7M
Vanguard Personalized Indexing Management, LLC 0.08% Add +8.6% 55,834 $3.6M
Hiddenite Capital Partners LP 4.17% Reduce -17.7% 55,800 $3.6M
Investment House LLC 0.21% New 55,750 $3.6M
Thrivent Financial for Lutherans 0.01% Reduce -8.0% 55,668 $3.6M
Avior Wealth Management, LLC 0.17% Add +2036.7% 55,020 $3.6M
Inscription Capital, LLC 0.59% Add +148.1% 55,197 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -62.6% 54,716 $3.6M
Scotia Capital Inc. 0.02% Reduce -6.0% 54,184 $3.5M
RFG Holdings, Inc. 1.48% Reduce -8.4% 54,040 $3.5M
Maryland State Retirement & Pension System 0.07% No change 53,276 $3.5M
Captrust Financial Advisors 0.01% Reduce -34.2% 53,841 $3.5M
Eisler Capital (UK) Ltd. 0.43% Reduce -76.0% 53,723 $3.5M
Graphene Investments SAS 2.06% No change 52,700 $3.4M
Glenmede Trust Co. NA 0.02% Add +110.9% 52,098 $3.4M
Accel Wealth Management 1.41% Reduce -0.0% 51,141 $3.3M
Independent Advisor Alliance 0.12% Reduce -15.8% 51,045 $3.3M
Orion Porfolio Solutions, LLC 0.04% Reduce -11.7% 50,406 $3.3M
Orion Portfolio Solutions, LLC 0.04% Reduce -11.7% 50,406 $3.3M
Lodestone Wealth Management LLC 1.71% Add +0.4% 50,256 $3.3M
Clark Estates Inc. 0.54% No change 50,200 $3.3M
Kentucky Retirement Systems 0.10% Reduce -5.4% 49,985 $3.2M
Credit Agricole S A 0.06% Add +100.6% 48,717 $3.2M
Concentric Capital Strategies, LP 0.20% New 48,815 $3.2M
Smithbridge Asset Management Inc. 0.65% Reduce -5.0% 48,366 $3.1M
Jefferies Financial Group Inc. 0.07% Add +24.3% 48,100 $3.1M
GFG Capital, LLC 0.80% Add +24.7% 47,568 $3.1M
Bluefin Capital Management, LLC 0.76% New 47,266 $3.1M
Mercer Global Advisors Inc. 0.01% Reduce -42.1% 46,335 $3.0M
KBC Group NV 0.01% Reduce -74.5% 46,294 $3.0M
Cornerstone Advisors, LLC 0.12% No change 46,100 $3.0M
Bell & Brown Wealth Advisors, LLC 1.26% Reduce -0.6% 45,282 $2.9M
Jeppson Wealth Management, LLC 1.14% Reduce -2.5% 45,263 $2.9M
Canada Pension Plan Investment Board 0.00% Add +69828.1% 44,754 $2.9M
FORA Capital, LLC 0.24% New 44,628 $2.9M
Carnegie Investment Counsel 0.09% Reduce -10.7% 44,615 $2.9M
Tortoise Capital Advisors, L.L.C. 0.04% No change 44,524 $2.9M
Richard Bernstein Advisors LLC 0.06% No change 43,908 $2.9M
Brasada Capital Management, LP 0.51% Reduce -0.2% 43,272 $2.8M
Praxis Investment Management Inc. 0.18% No change 42,950 $2.8M
Hartford Investment Management Co. 0.10% Reduce -4.4% 42,515 $2.8M
IronBridge Private Wealth, LLC 1.14% Add +2.3% 42,242 $2.7M
LifePro Asset Management 1.78% Reduce -38.3% 41,556 $2.7M
Agf Management Ltd. 0.01% Add +932.1% 41,533 $2.7M
Cumberland Advisors Inc. 1.00% No change 41,500 $2.7M
Candriam S.C.A. 0.02% Reduce -22.4% 40,670 $2.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +9.9% 40,386 $2.6M
Intech Investment Management LLC 0.04% Reduce -62.4% 40,317 $2.6M
Grey Street Capital, LLC 0.35% Add +31.3% 39,794 $2.6M
M&T Bank Corp 0.01% Reduce -2.0% 39,668 $2.6M
Securian Asset Management, Inc. 0.07% Reduce -7.3% 38,766 $2.5M
IFP Advisors, Inc 0.11% Add +9.2% 38,474 $2.5M
Beacon Pointe Advisors, LLC 0.03% Reduce -0.5% 38,376 $2.5M
Louisiana State Employees Retirement System 0.05% Reduce -4.0% 38,300 $2.5M
Pecaut & Co. 0.93% Reduce -7.5% 38,158 $2.5M
Siemens Fonds Invest GmbH 0.19% Reduce -0.8% 37,961 $2.5M
Black Swift Group, LLC 0.62% New 37,500 $2.4M
B & T Capital Management DBA Alpha Capital Management 0.47% Add +5.5% 36,834 $2.4M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -4.5% 36,664 $2.4M
Axxcess Wealth Management, LLC 0.07% Add +13.2% 36,660 $2.4M
Slocum, Gordon & Co LLP 1.76% No change 36,382 $2.4M
Verition Fund Management LLC 0.03% Add +6.9% 36,374 $2.4M
Mackenzie Financial Corp. 0.00% Add +7.1% 36,009 $2.3M
Valeo Financial Advisors, LLC 0.08% Reduce -19.0% 34,618 $2.3M
Quadrant Private Wealth Management, LLC 0.59% Add +51.1% 35,554 $2.3M
Quantinno Capital Management LP 0.05% Add +59.7% 35,666 $2.3M
Gifford Fong Associates 0.63% No change 35,179 $2.3M
Bridgeway Capital Management, LLC 0.05% Reduce -0.6% 35,010 $2.3M
EverSource Wealth Advisors, LLC 0.18% Add +8.9% 34,391 $2.3M
Empirical Finance, LLC 0.14% Add +2.5% 34,834 $2.3M
AlphaQuest LLC 0.39% Add +210.0% 34,788 $2.3M
Qsemble Capital Management, LP 0.49% Add +1.0% 34,607 $2.2M
NorthCoast Asset Management LLC 0.03% Reduce -15.9% 34,264 $2.2M
Spirit of America Management Corp. 0.45% Add +35.2% 34,200 $2.2M
Vontobel Holding Ltd. 0.02% Add +23.8% 33,760 $2.2M
New Mexico Educational Retirement Board 0.08% Reduce -11.0% 33,259 $2.2M
Aquatic Capital Management LLC 0.07% Reduce -87.8% 33,200 $2.2M
Advisors Asset Management, Inc. 0.04% Add +14.2% 33,180 $2.2M
Keynote Financial Services LLC 1.82% — 33,168 $2.2M
Private Wealth Partners, LLC 0.17% Add +23.1% 33,110 $2.2M
Trustmark Bank Trust Department 0.18% Add +10.8% 33,098 $2.2M
Carmel Capital Partners, LLC 0.89% Add +2.5% 33,049 $2.1M
RR Advisors, LLC 0.56% No change 32,000 $2.1M
Profund Advisors LLC 0.08% Reduce -25.1% 31,965 $2.1M
AXA S.A. 0.01% Reduce -8.8% 31,372 $2.0M
CIBC Private Wealth Group LLC 0.00% Add +11.6% 30,477 $2.0M
D L Carlson Investment Group Inc. 0.39% Reduce -1.7% 31,075 $2.0M
S&co Inc. 0.14% New 30,855 $2.0M
Pekin Hardy Strauss, Inc. 0.27% Reduce -5.5% 30,635 $2.0M
Great Valley Advisor Group, Inc. 0.06% Reduce -4.9% 30,317 $2.0M
Anson Funds Management LP 0.16% Reduce -33.3% 30,000 $1.9M
PKO Investment Management Joint-Stock Co 0.23% No change 29,850 $1.9M
Graham Capital Management, L.P. 0.10% Add +150.0% 29,799 $1.9M
Inspire Trust Co, N.A. 1.08% Add +125.9% 29,720 $1.9M
Ieq Capital, LLC 0.03% Add +33.0% 29,676 $1.9M
Chemistry Wealth Management LLC 0.52% Add +34.0% 29,651 $1.9M
Moors & Cabot, Inc. 0.10% Add +9.7% 29,540 $1.9M
Commerce Bank 0.01% Reduce -6.4% 29,175 $1.9M
Oliver Lagore Vanvalin Investment Group 0.57% Add +35.6% 29,116 $1.9M
Aptus Capital Advisors, LLC 0.04% Add +5.3% 29,052 $1.9M
Paloma Partners Management Co 0.39% New 28,755 $1.9M
Koshinski Asset Management, Inc. 0.19% Reduce -41.6% 28,151 $1.8M
Crossmark Global Holdings, Inc. 0.04% Reduce -2.0% 28,127 $1.8M
Atria Wealth Solutions, Inc. 0.02% Reduce -10.0% 27,343 $1.8M
Syon Capital LLC 0.17% Add +2.6% 27,274 $1.8M
QRG Capital Management, Inc. 0.02% Reduce -71.8% 27,123 $1.8M
Red Cedar Investment Management, LLC 0.22% New 27,019 $1.8M
Ostrum Asset Management 0.14% Add +424.1% 26,975 $1.8M
Snowden Capital Advisors LLC 0.06% Reduce -1.3% 26,723 $1.7M
Metropolitan Life Insurance Co 0.08% Reduce -1.2% 26,545 $1.7M
WINTON GROUP Ltd 0.12% Reduce -0.2% 26,500 $1.7M
Aft, Forsyth & Sober, LLC 0.61% Reduce -5.0% 26,400 $1.7M
Caption Management, LLC 0.19% Add +13.7% 26,372 $1.7M
Meyer Handelman Co. 0.06% Reduce -25.1% 25,960 $1.7M
Clare Market Investments LLC 0.53% Add +4.3% 25,947 $1.7M
Investors Asset Management of Georgia Inc. /Ga/ 0.79% Add +0.4% 25,934 $1.7M
Stephens Inc. 0.03% Reduce -2.5% 25,491 $1.7M
Kingswood Wealth Advisors, LLC 0.19% Add +70.2% 25,200 $1.6M
Security National Bank of Sioux City Iowa 1.15% No change 25,108 $1.6M
Harvest Portfolios Group Inc. 0.06% Add +0.6% 24,961 $1.6M
Swiss Life Asset Management Ltd 0.02% Reduce -10.7% 24,936 $1.6M
United Capital Financial Advisors, LLC 0.01% Reduce -5.9% 24,932 $1.6M
Metis Global Partners, LLC 0.06% Reduce -2.6% 24,876 $1.6M
Bayesian Capital Management, LP 0.15% Reduce -65.2% 24,875 $1.6M
CMT Capital Markets Trading GmbH 0.74% Reduce -90.6% 24,841 $1.6M
Highview Capital Management LLC 0.72% Add +144.1% 24,757 $1.6M
Central Pacific Bank - Trust Division 0.21% — 23,950 $1.6M
Aquila Investment Management LLC 1.33% No change 24,000 $1.6M
Mezzasalma Advisors, LLC 0.74% Reduce -31.3% 23,962 $1.6M
Wolverine Trading, LLC 0.02% Reduce -81.2% 23,821 $1.5M
UniSuper Management Pty Ltd 0.01% Add +273.3% 23,802 $1.5M
Primoris Wealth Advisors, LLC 1.24% Add +26.7% 23,750 $1.5M
PFG Advisors 0.11% Reduce -3.9% 23,548 $1.5M
Baader Bank Aktiengesellschaft 0.12% Add +69.8% 23,531 $1.5M
Pacifica Partners Inc. 0.67% Reduce -0.3% 23,616 $1.5M
Bokf, NA 0.03% Reduce -58.8% 22,564 $1.5M
Panagora Asset Management Inc. 0.01% No change 22,974 $1.5M
Man Group plc 0.00% Add +285.5% 22,808 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -68.1% 22,572 $1.5M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.06% No change 22,500 $1.5M
Moran Wealth Management, LLC 0.05% Reduce -9.5% 22,192 $1.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -17.5% 22,162 $1.4M
Pearl River Capital, LLC 0.23% New 22,159 $1.4M
Sheaff Brock Investment Advisors, LLC 0.11% Reduce -2.2% 21,940 $1.4M
Harbor Capital Advisors, Inc. 0.19% New 21,905 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -7.7% 21,721 $1.4M
Fortem Financial Group, LLC 0.62% Reduce -9.0% 21,683 $1.4M
Salem Investment Counselors Inc. 0.05% Add +216.1% 21,596 $1.4M
Nvwm, LLC 0.39% Add +14.2% 21,506 $1.4M
Norinchukin Bank, The 0.04% Reduce -1.6% 21,483 $1.4M
Quintet Private Bank (Europe) S.A. 0.06% Reduce -13.8% 18,175 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Reduce -50.3% 21,421 $1.4M
Fifth Third Bancorp 0.01% Reduce -8.1% 21,216 $1.4M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.95% Add +50.9% 21,124 $1.4M
Weil Company, Inc. 0.54% New 20,982 $1.4M
Proficio Capital Partners LLC 0.15% Add +0.8% 20,911 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.1% 20,886 $1.4M
First National Bank of Hutchinson 0.90% Add +0.5% 20,841 $1.4M
First Trust Direct Indexing L.P. 0.10% Add +9.9% 20,755 $1.3M
Royal Fund Management, LLC 0.15% Add +57.2% 20,682 $1.3M
Stapp Wealth Management, PLLC 2.34% Add +5.8% 20,652 $1.3M
Clear Harbor Asset Management, LLC 0.12% Add +13.0% 20,566 $1.3M
Old Well Partners, LLC 1.19% No change 20,500 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Add +3.6% 20,459 $1.3M
Ausbil Investment Management Ltd 0.67% Reduce -21.6% 20,000 $1.3M
XML Financial, LLC 0.14% Add +1.1% 20,356 $1.3M
B. Riley Wealth Advisors, Inc. 0.04% Add +16.1% 20,084 $1.3M
Jade Capital Advisors, LLC 0.98% Reduce -55.6% 20,000 $1.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.27% New 20,000 $1.3M
Avantax Advisory Services, Inc. 0.01% Reduce -4.3% 19,894 $1.3M
Baker Tilly Wealth Management, LLC 0.23% Add +45.8% 19,509 $1.3M
Coastline Trust Co 0.15% Reduce -46.6% 19,507 $1.3M
Palumbo Wealth Management LLC 0.57% Add +6.8% 19,455 $1.3M
United Services Automobile Association 0.03% No change 19,251 $1.3M
Intrinsic Value Partners, LLC 1.32% New 19,075 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +9.2% 19,001 $1.2M
Visionary Wealth Advisors 0.08% Add +2.0% 18,950 $1.2M
Sigma Planning Corp 0.04% Add +81.8% 18,940 $1.2M
CWA Asset Management Group, LLC 0.07% Add +65.3% 18,576 $1.2M
Symmetry Partners, LLC 0.09% No change 18,232 $1.2M
Bison Wealth, LLC 0.19% Add +204.3% 17,957 $1.2M
Amova Asset Management Americas, Inc. 0.01% Reduce -6.9% 17,951 $1.2M
TD Private Client Wealth LLC 0.04% Reduce -6.9% 17,919 $1.2M
HB Wealth Management, LLC 0.01% Add +4.7% 17,772 $1.2M
X-Square Capital, LLC 0.55% New 17,448 $1.2M
Realta Investment Advisors 0.24% Add +18.2% 17,640 $1.1M
One River Asset Management, LLC 0.36% New 17,628 $1.1M
ArrowMark Colorado Holdings LLC 0.01% New 17,600 $1.1M
PFG Investments, LLC 0.07% Add +140.1% 17,582 $1.1M
IHT Wealth Management, LLC 0.05% Add +47.0% 17,568 $1.1M
InterOcean Capital Group, LLC 0.03% Add +59.6% 17,561 $1.1M
BTG Pactual Global Asset Management Ltd 0.36% New 17,482 $1.1M
Coldstream Capital Management Inc. 0.03% Add +15.8% 17,458 $1.1M
Cullen Investment Group, LTD. 0.18% Add +0.0% 16,852 $1.1M
Raymond James Trust N.A. 0.03% Reduce -4.5% 17,410 $1.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -6.9% 17,415 $1.1M
Secured Retirement Advisors, LLC 0.95% Add +24.5% 17,208 $1.1M
Shell Asset Management Co. 0.05% Reduce -39.0% 17,712 $1.1M
Kingsview Wealth Management, LLC 0.03% Reduce -9.4% 17,152 $1.1M
Absolute Gestao de Investimentos Ltda. 0.34% Reduce -73.8% 17,032 $1.1M
Dynamic Advisor Solutions LLC 0.04% Add +3.7% 17,008 $1.1M
MAI Capital Management 0.01% Add +4.4% 16,891 $1.1M
Transcend Capital Advisors, LLC 0.09% Reduce -1.7% 16,853 $1.1M
Teacher Retirement System of Texas 0.01% Reduce -87.9% 16,734 $1.1M
Ossiam 0.02% Add +21.5% 16,732 $1.1M
Assenagon Asset Management S.A. 0.00% Reduce -92.8% 16,691 $1.1M
Whalen Wealth Management Inc. 0.80% Add +8.4% 16,684 $1.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -5.2% 16,650 $1.1M
Banque Cantonale Vaudoise 0.04% Add +273.5% 16,622 $1.1M
Axq Capital, LP 0.26% Add +82.4% 16,600 $1.1M
Hilltop National Bank 0.37% — 16,557 $1.1M
Mather Group, Llc. 0.02% Reduce -0.3% 17,880 $1.1M
Brookstone Capital Management 0.02% Add +32.2% 16,410 $1.1M
Belpointe Asset Management LLC 0.08% Reduce -24.4% 16,254 $1.1M
Mediolanum International Funds Ltd 0.02% — 16,439 $1.1M
Institute for Wealth Management, LLC. 0.14% Add +17.2% 16,152 $1.0M
Legacy Wealth Asset Management, LLC 0.29% Add +1.3% 16,084 $1.0M
Sherbrooke Park Advisers LLC 0.20% New 16,078 $1.0M
Annandale Capital, LLC 0.23% Add +33.4% 15,980 $1.0M
Barden Capital Management, Inc. 1.00% Reduce -17.1% 15,864 $1.0M
Corton Capital Inc. 0.38% Add +61.4% 15,828 $1.0M
Easterly Investment Partners LLC 0.08% Reduce -0.0% 15,800 $1.0M
NEOS Investment Management LLC 0.06% Add +68.5% 15,795 $1.0M
Stableford Capital II LLC 0.41% Add +0.3% 15,793 $1.0M
Wedbush Securities Inc. 0.04% Reduce -3.9% 15,612 $1.0M
Caprock Group, LLC 0.06% Add +1.8% 15,519 $1.0M
Advisory Services Network, LLC 0.02% Reduce -4.4% 15,565 $1.0M
Peapack Gladstone Financial Corp. 0.02% Add +36.2% 15,539 $1.0M
Gsa Capital Partners LLP 0.08% New 15,525 $1.0M
Tobam 0.09% Add +89.4% 15,486 $1.0M
Parallel Advisors, LLC 0.03% Add +4.2% 15,252 $991K
Savant Capital, LLC 0.01% Add +3.1% 15,088 $981K
PEAK6 Investments LLC 0.05% Add +66.3% 15,081 $980K
Venture Visionary Partners LLC 0.05% Add +1.4% 15,020 $976K
Nwi Management LP 0.13% No change 15,000 $975K
Monetta Financial Services Inc. 0.88% No change 15,000 $975K
MADDEN SECURITIES Corp 0.45% Add +50.0% 15,000 $975K
Alberta Investment Management Corp 0.01% Reduce -58.9% 15,000 $975K
Wedmont Private Capital 0.07% Reduce -12.0% 14,128 $968K
HighPoint Advisor Group LLC 0.07% Reduce -1.8% 15,306 $963K
Patriot Financial Group Insurance Agency, LLC 0.15% Add +0.9% 14,795 $962K
Greenleaf Trust 0.01% Reduce -0.2% 14,737 $958K
U.S. Capital Wealth Advisors, LLC 0.04% Add +5.0% 14,731 $957K
Qtron Investments LLC 0.13% Reduce -7.7% 14,593 $948K
Lido Advisors, LLC 0.01% Reduce -39.5% 14,473 $944K
Arkadios Wealth Advisors 0.07% Add +0.7% 14,519 $944K
Portside Wealth Group, LLC 0.17% Add +37.4% 14,394 $935K
Rathbones Group PLC 0.01% Add +1.3% 14,335 $932K
Apollon Wealth Management, LLC 0.03% Reduce -29.1% 14,273 $928K
Stamos Capital Partners, L.P. 0.21% Reduce -14.3% 13,900 $903K
Milestones Administradora de Recursos Ltda. 0.48% New 13,800 $897K
Forum Financial Management, LP 0.02% Add +26.9% 13,797 $897K
Farther Finance Advisors, LLC 0.05% Reduce -2.0% 13,347 $886K
Stratos Wealth Partners, LTD. 0.01% Add +20.9% 13,593 $883K
CHICAGO TRUST Co NA 0.18% Add +0.3% 13,567 $882K
Degroof Petercam Asset Management 0.01% No change 13,500 $877K
Van Eck Associates Corp. 0.00% Reduce -50.5% 13,497 $877K
Greatmark Investment Partners, Inc. 0.12% Add +1.9% 13,430 $873K
Wahed Invest LLC 0.20% Add +14.4% 13,421 $872K
B. Metzler seel. Sohn & Co. AG 0.01% No change 13,295 $864K
FinDec Wealth Services, Inc. 0.54% Add +0.0% 13,255 $861K
Evergreen Wealth Management, LLC 0.58% No change 13,239 $860K
Sumitomo Life Insurance Co. 0.02% Reduce -3.4% 13,153 $855K
HBK Sorce Advisory LLC 0.03% Reduce -7.1% 13,119 $853K
Point72 Asia (Singapore) Pte. Ltd. 0.22% Reduce -84.4% 12,869 $836K
Burns J W & Co. Inc. 0.12% No change 12,825 $833K
Glenview Trust Co 0.02% Add +10.7% 12,772 $830K
Keybank National Association 0.00% Reduce -0.7% 12,619 $820K
Balentine LLC 0.02% Add +38.8% 12,540 $815K
Bessemer Group Inc. 0.00% Reduce -78.4% 12,534 $814K
Modera Wealth Management, LLC 0.01% Add +0.3% 12,504 $813K
Lazard Asset Management LLC 0.00% Add +5.0% 12,470 $809K
HUB Investment Partners, LLC 0.04% Add +67.6% 12,446 $809K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -16.3% 12,431 $808K
Silvant Capital Management LLC 0.04% No change 12,389 $808K
WealthPLAN Partners, LLC 0.08% New 12,406 $806K
Cim Investment Management Inc. 0.24% No change 12,371 $804K
Headlands Technologies LLC 0.19% New 12,315 $800K
Willis Johnson & Associates, Inc. 0.07% Add +50.9% 12,306 $800K
Sanders Morris Harris LLC 0.15% No change 12,203 $793K
Focus Partners Advisor Solutions, LLC 0.02% New 12,113 $787K
M Holdings Securities, Inc. 0.13% Reduce -6.4% 12,099 $786K
Cedar Wealth Management, LLC 0.26% Add +150.6% 11,988 $779K
Vestcor Inc 0.03% Reduce -15.2% 11,938 $776K
Founders Financial Alliance, LLC 0.23% New 11,815 $768K
Shay Capital LLC 0.22% New 11,700 $760K
Vident Advisory, LLC 0.02% Add +5.0% 11,638 $756K
Mengis Capital Management, Inc. 0.12% Add +0.2% 11,600 $754K
Lazari Capital Management, Inc. 0.41% Reduce -0.1% 11,551 $751K
Kestra Private Wealth Services, LLC 0.02% Reduce -8.4% 11,529 $749K
Beacon Financial Group 0.09% Reduce -4.7% 11,493 $747K
Everhart Financial Group, Inc. 0.22% Add +88.3% 11,472 $746K
Eight 31 Financial, LLC 0.46% Add +1.6% 11,369 $739K
MBB Public Markets I LLC 0.05% Reduce -96.1% 11,350 $738K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -0.8% 11,303 $737K
Wellington Shields & Co., LLC 0.25% Add +66.2% 11,300 $734K
Private Trust Co. NA 0.08% Reduce -0.3% 11,296 $734K
Kiley Juergens Wealth Management, LLC 0.23% New 11,294 $734K
Teamwork Financial Advisors, LLC 0.11% Reduce -47.9% 11,274 $733K
Financial Sense Advisors, Inc. 0.26% Reduce -85.8% 11,253 $731K
Carson Advisory Inc. 0.51% No change 11,152 $725K
DAVENPORT & Co LLC 0.00% Reduce -22.7% 11,131 $723K
Signaturefd, LLC 0.02% Reduce -0.3% 11,007 $715K
Lineweaver Wealth Advisors, LLC 0.17% Add +7.4% 10,964 $713K
Brown Advisory Inc. 0.00% Add +5.2% 10,854 $705K
Shelton Wealth Management, LLC 0.44% Add +55.6% 10,844 $705K
Samalin Investment Counsel, LLC 0.33% Add +0.4% 10,811 $703K
Kearns & Associates LLC 0.54% No change 10,800 $702K
Sowell Financial Services LLC 0.03% New 10,742 $701K
Meridian Wealth Management, LLC 0.12% Reduce -33.6% 10,763 $699K
Little House Capital LLC 0.23% New 10,753 $699K
Horizon Investments, LLC 0.02% Add +0.7% 10,731 $697K
Sendero Wealth Management, LLC 0.12% Add +50.5% 10,688 $695K
Investment Management Corp of Ontario 0.02% Reduce -31.5% 10,634 $691K
Fox Run Management, L.L.C. 0.15% New 10,539 $685K
Capstone Investment Advisors, LLC 0.02% Reduce -47.7% 10,502 $683K
Harbor Investment Advisory, LLC 0.07% Reduce -7.3% 10,387 $675K
Fruth Investment Management 0.17% No change 10,353 $672K
Trust Co. of Vermont 0.04% Reduce -14.2% 10,330 $671K
Intrua Financial, LLC 0.10% Add +117.6% 10,298 $669K
Donoghue Forlines LLC 0.19% Reduce -1.4% 10,296 $669K
Independent Financial Group, LLC 0.03% Reduce -25.0% 10,239 $665K
Cardiff Park Advisors, LLC 0.06% Add +0.3% 10,151 $660K
Foundations Investment Advisors, LLC 0.02% Add +19.6% 10,146 $659K
Herr Investment Group LLC 0.20% No change 10,000 $650K
Freemont Management S.A. 0.10% Reduce -60.0% 10,000 $650K
NJ State Employees Deferred Compensation Plan 0.08% No change 10,000 $650K
U S Global Investors Inc. 0.05% No change 10,000 $650K
Strategic Advocates LLC 0.25% Reduce -3.7% 9,976 $648K
Capital Asset Advisory Services LLC 0.04% Add +1.4% 9,319 $645K
Fox Hill Wealth Management 0.43% Add +3.0% 9,896 $643K
SignalPoint Asset Management, LLC 0.18% Add +15.2% 9,850 $640K
Well Done, LLC 0.13% Add +2.4% 9,825 $639K
Journey Advisory Group, LLC 0.08% No change 9,785 $636K
OneDigital Investment Advisors LLC 0.01% Add +14.6% 9,748 $634K
Caxton Associates LP 0.04% Add +14.1% 9,700 $630K
First Manhattan Co. Llc. 0.00% Reduce -2.5% 9,650 $627K
Buckingham Strategic Wealth, LLC 0.01% Reduce -8.8% 9,631 $626K
E&G Advisors, LLC 0.20% No change 9,603 $624K
1858 Wealth Management, LLC 0.59% No change 10,398 $621K
First Citizens Bank & Trust Co. 0.01% Add +0.6% 9,552 $621K
Park Avenue Securities LLC 0.01% Reduce -33.4% 9,430 $613K
Verdence Capital Advisors LLC 0.06% Add +6.0% 9,411 $612K
Jacobi Capital Management LLC 0.06% Reduce -12.6% 9,376 $609K
Financial Advocates Investment Management 0.04% Add +16.9% 9,319 $606K
Allianz SE 0.02% — 9,300 $604K
Capital Investment Advisory Services, LLC 0.06% Add +0.9% 9,226 $600K
J.W. Cole Advisors, Inc. 0.03% Add +7.1% 9,167 $596K
Bleakley Financial Group, LLC 0.02% Add +0.2% 9,166 $596K
Simplicity Wealth,LLC 0.01% New 9,145 $594K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +24.6% 9,126 $593K
New Capital Management LP 0.18% New 9,112 $592K
Matthew Goff Investment Advisor, LLC 0.12% Add +2.8% 9,055 $588K
Sweet Financial Partners, LLC 0.14% No change 9,035 $587K
Vise Technologies, Inc. 0.12% Add +64.3% 9,026 $587K
First National Trust Co 0.02% Add +42.0% 9,026 $587K
Midwest Professional Planners, LTD. 0.21% New 9,015 $586K
NorthRock Partners, LLC 0.02% Reduce -1.9% 8,975 $585K
Wealthspire Advisors, LLC 0.01% No change 9,000 $585K
Ritholtz Wealth Management 0.02% Reduce -9.3% 8,998 $585K
Global Retirement Partners, LLC 0.02% Add +5.5% 8,920 $580K
Commerzbank Aktiengesellschaft 0.02% Add +16.5% 8,913 $579K
Hancock Whitney Corp. 0.02% Reduce -4.1% 8,860 $576K
Fosun International Ltd 0.18% No change 8,850 $575K
Nwam LLC 0.05% Reduce -22.1% 8,819 $574K
Blair William & Co. 0.00% Reduce -0.1% 8,740 $568K
Bradley Foster & Sargent Inc. 0.01% No change 8,694 $565K
Miller Wealth Advisors, LLC 0.34% Reduce -73.1% 8,663 $563K
Baxter Bros Inc. 0.07% Add +6.5% 8,615 $560K
YHB Investment Advisors, Inc. 0.05% Add +117.2% 8,608 $559K
Wellington Shields Capital Management, LLC 0.11% Add +36.6% 8,575 $557K
Brown Brothers Harriman & Co. 0.00% Reduce -5.3% 8,504 $553K
Silicon Valley Capital Partners 0.08% Add +124.1% 8,503 $553K
Meeder Advisory Services, Inc. 0.06% Add +2.0% 8,503 $553K
Emfo, LLC 0.51% Add +41.7% 8,500 $552K
Fiera Capital Corp 0.00% Reduce -6.6% 8,410 $547K
Cranbrook Wealth Management, LLC 0.14% No change 8,352 $543K
Moneta Group Investment Advisors LLC 0.01% Add +50.7% 8,320 $541K
Lake Street Private Wealth, LLC 0.07% Add +0.3% 8,294 $539K
Marex Group Ltd 0.02% Reduce -54.5% 8,257 $537K
Stratos Wealth Advisors, LLC 0.03% Add +80.4% 8,140 $529K
Rothschild Investment LLC 0.04% Add +10.4% 8,079 $525K
Scissortail Wealth Management, LLC 0.14% New 8,029 $522K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +0.4% 7,983 $519K
Pine Valley Investments Ltd Liability Co 0.04% Add +89.9% 7,942 $516K
Intrust Bank NA 0.06% Add +0.1% 7,911 $514K
Good Life Advisors, LLC 0.05% Reduce -14.0% 7,905 $514K
Balefire, LLC 0.19% Reduce -47.1% 7,904 $514K
Keene & Associates, Inc. 0.38% Add +14.0% 7,795 $507K
Sender Co & Partners, Inc. 0.87% New 7,761 $504K
XR Securities LLC 0.15% New 7,728 $502K
Nippon Life Global Investors Americas, Inc. 0.02% Reduce -36.0% 7,720 $502K
Ascent Group, LLC 0.04% Add +16.0% 7,702 $501K
Joule Financial, LLC 0.21% New 7,672 $499K
CX Institutional 0.02% Add +12.1% 7,594 $494K
Modern Wealth Management, LLC 0.05% Add +7.6% 7,550 $491K
Supplemental Annuity Collective Trust of NJ 0.15% No change 7,500 $487K
AE Wealth Management LLC 0.01% Reduce -90.9% 7,450 $484K
First PREMIER Bank 0.13% No change 7,443 $484K
Prospera Financial Services Inc 0.01% Add +8.2% 7,428 $483K
Drive Wealth Management, LLC 0.14% Reduce -3.9% 7,400 $483K
Greenline Partners, LLC 0.08% No change 7,378 $479K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.9% 7,339 $477K
Bridgefront Capital, LLC 0.36% Reduce -42.6% 7,336 $477K
Wealth Alliance Advisory Group, LLC 0.11% Add +55.4% 7,291 $474K
Ameritas Advisory Services, LLC 0.02% Reduce -4.2% 7,299 $474K
Norden Group LLC 0.10% Add +115.2% 7,271 $473K
Westport Asset Management Inc. 0.23% No change 7,232 $470K
Cigna Investments Inc. 0.09% Reduce -1.4% 7,225 $470K
Ameliora Wealth Management Ltd. 0.21% No change 7,217 $469K
Lincoln National Corp. 0.01% Add +8.5% 7,194 $468K
KCM Investment Advisors LLC 0.02% Reduce -4.5% 7,127 $463K
Capital Investment Advisors, LLC 0.01% Add +1.2% 7,056 $459K
Kerrisdale Advisers, LLC 0.14% No change 7,050 $458K
SVB Wealth LLC 0.01% Reduce -44.1% 7,035 $457K
Argent Trust Co 0.02% Reduce -4.2% 7,022 $456K
AdvisorShares Investments LLC 0.08% No change 7,018 $456K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 6,989 $454K
Obermeyer Wealth Partners 0.03% Add +13.6% 6,940 $451K
Court Place Advisors, LLC 0.15% Reduce -4.8% 6,920 $450K
Inspire Investing, LLC 0.05% Reduce -8.6% 6,909 $449K
Capital Advisors Inc. 0.01% Reduce -1.4% 6,902 $449K
Insigneo Advisory Services, LLC 0.05% Add +27.1% 6,861 $447K
Rakuten Securities, Inc. 0.20% Add +9.0% 6,866 $446K
Earnest Partners LLC 0.00% Add +2.6% 6,850 $445K
Moss Adams Wealth Advisors LLC 0.07% New 6,773 $442K
UMB Bank, n.a. 0.01% Reduce -12.4% 6,790 $441K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +67.7% 6,780 $441K
Financial Management Network Inc. 0.11% Reduce -2.6% 6,497 $439K
Dumont & Blake Investment Advisors LLC 0.13% Add +0.7% 6,687 $435K
Oracle Alpha Inc. 0.78% Add +55.5% 6,671 $434K
Pin Oak Investment Advisors Inc. 0.42% No change 6,650 $432K
GM Advisory Group, LLC 0.03% Reduce -0.4% 6,647 $432K
Athena Investment Management 0.26% No change 6,628 $431K
Whittier Trust Co. 0.01% Reduce -1.4% 6,623 $430K
Spire Wealth Management 0.01% Reduce -7.1% 6,587 $428K
Alaska Wealth Advisors, LLC 0.06% New 6,500 $422K
Clearstead Advisors, LLC 0.02% Reduce -48.0% 6,674 $420K
Flputnam Investment Management Co. 0.01% Add +5.4% 6,425 $418K
Parkside Financial Bank & Trust 0.07% Reduce -47.4% 6,391 $415K
Meridian Investment Counsel Inc. 0.14% Add +30.1% 6,375 $414K
Northwest Wealth Management, LLC 0.11% Reduce -0.5% 6,309 $410K
Triumph Capital Management 0.17% Reduce -5.3% 6,141 $408K
Bank of Hawaii 0.02% No change 6,233 $405K
Oak Grove Capital LLC 0.11% Reduce -44.6% 6,200 $403K
Wealthcare Advisory Partners LLC 0.01% Reduce -4.1% 6,189 $402K
Leonteq Securities AG 0.05% Reduce -76.6% 6,183 $402K
Wealth Alliance, LLC 0.05% Add +4.4% 6,131 $398K
CapWealth Advisors, LLC 0.04% Add +2.7% 6,105 $397K
Washington Trust Bank 0.04% No change 6,085 $395K
Leavell Investment Management, Inc. 0.02% Add +5.0% 6,041 $394K
TCI Wealth Advisors, Inc. 0.04% Add +3.2% 6,043 $393K
Empire Financial Management Company, LLC 0.13% Add +7.1% 6,033 $392K
Woodward Diversified Capital, LLC 0.24% Reduce -0.0% 6,018 $391K
Oxbow Advisors, LLC 0.06% Add +71.1% 6,015 $391K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Add +6.5% 6,006 $390K
Harbor Advisors LLC 0.07% No change 6,000 $390K
Ausdal Financial Partners, Inc. 0.05% Reduce -3.0% 5,998 $390K
Caldwell Trust Co 0.04% Add +6.0% 5,944 $386K
Circle Wealth Management, LLC 0.01% New 5,940 $386K
Old National Bancorp 0.01% Reduce -1.0% 5,931 $385K
Ironwood Financial, llc 0.09% No change 5,886 $383K
Chilton Capital Management LLC 0.02% Add +55.7% 5,830 $379K
Saxon Interests, Inc. 0.18% Add +1.1% 5,805 $377K
Harbour Investments, Inc. 0.01% Reduce -20.5% 5,759 $374K
Quadrant Capital Group LLC 0.03% Add +2.9% 5,694 $370K
CKW Financial Group 0.05% Add +29.4% 5,563 $369K
Rosenberg Matthew Hamilton 0.11% Add +2.2% 5,539 $368K
Northstar Group, Inc. 0.07% Add +0.0% 5,635 $366K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.5% 5,620 $365K
Threadgill Financial, LLC 0.16% No change 5,595 $364K
Merit Financial Group, LLC 0.01% Add +4.7% 5,571 $359K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,300 $355K
Steel Grove Capital Advisors, LLC 0.05% Add +20.8% 5,458 $355K
Fayez Sarofim & Co 0.00% Reduce -37.2% 5,451 $354K
Accuvest Global Advisors 0.15% Reduce -3.8% 5,446 $354K
Alliance Wealth Advisors, LLC 0.11% Add +60.0% 5,444 $354K
Compton Wealth Advisory Group, LLC 0.10% New 5,432 $353K
Segment Wealth Management, LLC 0.03% Add +18.5% 5,405 $351K
EP Wealth Advisors, LLC 0.00% Reduce -8.9% 5,381 $350K
Chicago Partners Investment Group LLC 0.01% Add +6.7% 5,159 $348K
Flaharty Asset Management, LLC 0.05% Add +10.3% 5,335 $347K
FineMark National Bank & Trust 0.01% Add +5.2% 5,334 $347K
Carret Asset Management, LLC 0.04% Add +17.8% 5,326 $346K
Sawyer & Company, Inc 0.14% Reduce -0.9% 5,310 $345K
CoreCommodity Management, LLC 0.12% Reduce -62.6% 5,297 $344K
Hikari Tsushin, Inc. 0.03% No change 5,297 $344K
Joel Isaacson & Co., LLC 0.02% Add +5.1% 5,292 $344K
TKG Advisors, LLC 0.19% New 5,277 $343K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -46.6% 5,341 $343K
Burney Co./ 0.01% No change 5,270 $343K
9258 Wealth Management, LLC 0.05% No change 5,265 $342K
RMR Wealth Builders 0.04% New 5,262 $342K
American State Bank (Iowa) 0.23% Reduce -17.0% 5,259 $342K
Gryphon Financial Partners LLC 0.06% New 5,255 $342K
Lion Street Advisors, LLC 0.14% No change 5,704 $341K
waypoint wealth counsel 0.26% New 5,204 $338K
Everett Harris & Co. 0.00% Add +16.7% 5,195 $338K
Insight Advisors, LLC/ PA 0.07% No change 5,175 $336K
Quadcap Wealth Management, LLC 0.08% Add +8.7% 5,141 $334K
Alpha Cubed Investments, LLC 0.02% Add +14.4% 5,141 $334K
G&S Capital LLC 0.15% New 5,090 $331K
Concourse Financial Group Securities, Inc. 0.02% Add +6.4% 5,062 $330K
Arkos Global Advisors 0.05% New 5,060 $329K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +0.1% 5,060 $329K
Pring Turner Capital Group Inc. 0.24% New 5,016 $326K
Seaview Investment Managers LLC 0.10% Reduce -11.5% 4,947 $321K
Avaii Wealth Management, LLC 0.19% Reduce -55.4% 4,945 $321K
Lake Street Advisors Group, LLC 0.01% Add +30.0% 4,887 $319K
KLCM Advisors, Inc. 0.04% No change 4,889 $318K
Avalon Capital Management 0.13% New 4,879 $317K
Mission Wealth Management, LP 0.01% Add +34.6% 4,865 $316K
Tyche Wealth Partners LLC 0.08% Add +2.6% 4,832 $314K
Unique Wealth, LLC 0.09% Add +0.0% 4,828 $314K
Conning Inc. 0.01% Reduce -5.5% 4,826 $314K
Clarius Group, LLC 0.02% Reduce -76.1% 4,818 $313K
Quotient Wealth Partners, LLC 0.01% Add +33.3% 4,817 $313K
FirstPurpose Wealth LLC 0.11% Add +33.8% 4,534 $313K
Aaron Wealth Advisors LLC 0.04% Add +18.3% 4,796 $312K
Edgestream Partners, L.P. 0.02% Add +1.4% 4,792 $311K
Smith Anglin Financial, LLC 0.03% New 4,790 $311K
International Assets Investment Management, LLC 0.03% Add +8.1% 4,681 $311K
LM Advisors LLC 0.05% Reduce -3.4% 4,775 $310K
Triton Wealth Management, PLLC 0.21% Reduce -4.2% 4,598 $309K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -59.3% 4,674 $304K
Kovack Advisors, Inc. 0.04% Reduce -14.6% 4,666 $303K
Gateway Advisory, LLC 0.05% New 4,663 $303K
Premier Path Wealth Partners, LLC 0.06% Add +3.0% 4,759 $303K
Nebula Research & Development LLC 0.06% New 4,624 $301K
Cidel Asset Management Inc. 0.02% Add +7.1% 4,623 $300K
Spinnaker Investment Group, LLC 0.08% No change 4,620 $300K
WESPAC Advisors, LLC 0.17% Reduce -68.2% 4,609 $300K
Herold Advisors, Inc. 0.07% Add +9.5% 4,606 $299K
Shelton Capital Management 0.01% Add +0.3% 4,602 $299K
Lanark Financial, Inc. 0.03% Reduce -4.5% 4,593 $298K
Checchi Capital Advisers, LLC 0.02% Reduce -6.2% 4,562 $296K
Horizon Kinetics Asset Management LLC 0.01% No change 4,546 $295K
Benedetti & Gucer, Inc. 0.15% Reduce -0.4% 4,526 $294K
Creekmur Asset Management LLC 0.10% Reduce -16.2% 4,510 $293K
Capula Management Ltd 0.01% New 4,503 $293K
Regions Financial Corp. 0.00% Reduce -23.0% 4,492 $292K
Pitcairn Co. 0.02% Add +6.3% 4,490 $292K
Los Angeles Capital Management LLC 0.00% Reduce -89.8% 4,483 $291K
Evergreen Capital Management LLC 0.01% Add +2.3% 4,456 $291K
Pavion Blue Capital, LLC 0.14% No change 4,469 $290K
SteelPeak Wealth, LLC 0.01% New 4,463 $290K
Weinberger Asset Management, Inc 0.14% Reduce -18.3% 4,441 $289K
Headinvest, LLC 0.06% No change 4,439 $288K
Choreo, LLC 0.01% Reduce -0.4% 4,431 $288K
Regal Investment Advisors LLC 0.02% New 4,415 $287K
Addison Advisors LLC 0.10% Add +5.8% 4,401 $286K
Sonora Investment Management Group, LLC 0.02% Add +3.4% 4,393 $285K
Focus Partners Wealth 0.00% New 4,389 $285K
Aspiriant, LLC 0.01% Reduce -0.2% 4,373 $284K
Trust Co. of Oklahoma 0.10% Add +23.5% 4,367 $284K
Outlook Wealth Advisors, LLC 0.09% No change 4,355 $283K
Allworth Financial LP 0.00% Reduce -22.3% 4,341 $282K
Focus Financial Network, Inc. 0.01% — 4,270 $282K
Pacific Global Investment Management Co. 0.05% New 4,315 $280K
Family Manage LLC 0.05% No change 4,297 $279K
Acorn Financial Advisory Services Inc. 0.05% Add +0.3% 4,288 $279K
NewEdge Wealth, LLC 0.01% New 4,270 $276K
Citizens Financial Group Inc. 0.01% Add +16.9% 4,245 $276K
SpiderRock Advisors, LLC 0.01% — 4,362 $276K
Peirce Capital Management, LLC 0.15% Reduce -10.6% 4,232 $275K
Moody National Bank Trust Division 0.02% Reduce -2.9% 4,231 $275K
Mutual Advisors, LLC 0.01% Add +8.6% 4,224 $275K
Fifth Third Wealth Advisors LLC 0.04% New 4,221 $274K
Delta Financial Group, Inc. 0.08% Reduce -4.9% 4,212 $274K
Woodstock Corp. 0.03% No change 4,214 $274K
Confluence Wealth Services, Inc. 0.02% No change 4,204 $273K
Perennial Investment Advisors, LLC 0.04% Reduce -22.9% 4,197 $273K
Smith, Moore & Co. 0.03% Reduce -4.3% 4,189 $272K
Philadelphia Trust Co. 0.02% New 4,185 $272K
Horizon Advisory Services, Inc. 0.13% — 4,150 $270K
Cullinan Associates Inc. 0.01% Reduce -1.4% 4,114 $267K
Colonial Trust Co / SC 0.05% Add +0.3% 4,113 $267K
Avestar Capital, LLC 0.03% Add +19.6% 4,112 $267K
Zacks Investment Management 0.00% New 4,110 $267K
Wealth Effects LLC 0.10% Add +3.5% 4,107 $267K
Aigen Investment Management, LP 0.06% New 4,078 $265K
True North Advisors, LLC 0.07% Reduce -6.1% 4,059 $264K
Wells Trecaso Financial Group, LLC 0.09% No change 4,030 $262K
Atwood & Palmer Inc. 0.02% Add +0.3% 4,010 $261K
Hilltop Holdings Inc. 0.03% New 4,008 $260K
DeepCurrents Investment Group LLC 0.24% No change 4,000 $260K
Mattern Wealth Management LLC 0.06% No change 4,000 $260K
IAG Wealth Partners, LLC 0.06% No change 4,000 $260K
PACK Private Wealth, LLC 0.16% No change 3,990 $259K
Sage Mountain Advisors LLC 0.03% Add +0.9% 3,985 $259K
Strid Group, LLC 0.05% No change 3,973 $258K
Verus Capital Partners, LLC 0.03% New 3,948 $257K
Carlson Capital Management 0.01% Reduce -8.1% 3,947 $257K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 3,927 $255K
Councilmark Asset Management, LLC 0.18% — 3,915 $254K
FSM Wealth Advisors, LLC 0.09% Add +0.2% 3,866 $251K
Principal Securities, Inc. 0.01% Reduce -6.6% 3,857 $251K
Retirement Planning Group, LLC 0.02% No change 3,848 $250K
Thoroughbred Financial Services, LLC 0.02% Add +9.2% 3,846 $250K
Stratos Investment Management, LLC 0.02% New 3,816 $248K
Choate Investment Advisors 0.01% Reduce -22.6% 3,812 $248K
Csenge Advisory Group 0.01% Reduce -20.2% 3,791 $246K
Fidelis Capital Partners, LLC 0.04% Add +7.6% 3,790 $246K
Rockland Trust Co. 0.01% No change 3,774 $245K
Barlow Wealth Partners, LLC 0.03% New 3,542 $244K
Connectus Wealth, LLC 0.01% New 3,743 $244K
Blue Trust, Inc. 0.00% Add +79.6% 3,724 $242K
Wealthspire Retirement, LLC 0.02% Reduce -3.5% 3,723 $242K
Auxier Asset Management LLC 0.04% No change 3,717 $242K
Congress Park Capital LLC 0.11% Reduce -4.1% 3,707 $241K
CRCM LP 0.18% — 3,704 $241K
Eads & Heald Wealth Management 0.11% Reduce -3.0% 3,690 $240K
Patron Partners, LLC 0.14% No change 3,664 $238K
Inspire Advisors, LLC 0.03% New 3,635 $236K
Integrated Advisors Network LLC 0.01% Reduce -3.1% 3,634 $236K
Trust Point Inc. 0.02% New 3,628 $236K
Highlander Capital Management, LLC 0.09% Add +480.0% 3,625 $236K
ETF Store, Inc. 0.13% Add +0.3% 3,625 $236K
GAMMA Investing LLC 0.05% Add +23.0% 3,583 $233K
Apella Capital, LLC 0.01% New 3,391 $232K
Dudley Capital Management, LLC 0.14% No change 3,500 $232K
Tsfg, LLC 0.06% Add +0.3% 3,572 $232K
Marathon Trading Investment Management LLC 0.09% Add +8.8% 3,558 $231K
Fiduciary Trust Co 0.00% Reduce -47.5% 3,557 $231K
Exencial Wealth Advisors, LLC 0.01% Reduce -15.3% 3,548 $231K
Ethic Inc. 0.01% Reduce -54.8% 3,543 $230K
WealthShield Partners, LLC 0.04% Reduce -20.5% 3,531 $230K
BCS Wealth Management 0.07% New 3,517 $229K
Viawealth, LLC 0.14% Reduce -1.4% 3,500 $227K
Federated Hermes, Inc. 0.00% Add +17.3% 3,499 $227K
Brighton Jones LLC 0.01% New 3,487 $227K
Parsons Capital Management Inc. 0.02% New 3,485 $226K
Sentry Investment Management LLC 0.09% No change 3,477 $226K
Redwood Wealth Management Group, LLC 0.24% Reduce -5.9% 3,476 $226K
HBW Advisory Services LLC 0.04% No change 3,744 $224K
Courier Capital LLC 0.02% No change 3,440 $224K
Busey Bank 0.01% Reduce -4.9% 3,419 $222K
Summit Trail Advisors, LLC 0.01% Reduce -2.7% 3,408 $222K
Essex Financial Services, Inc. 0.02% Reduce -4.2% 3,400 $221K
Andina Capital Management, LLC 0.17% New 3,395 $221K
Synovus Financial Corp. 0.00% Reduce -93.0% 3,387 $220K
Auxano Advisors, LLC 0.06% New 3,371 $219K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -43.8% 3,337 $217K
Regatta Capital Group, LLC 0.05% Reduce -2.5% 3,323 $216K
Ballentine Partners, LLC 0.00% New 3,316 $216K
Klingenstein Fields & Co. LP 0.01% New 3,311 $215K
Burrus Financial Services, Inc. 0.11% New 3,309 $215K
CoreCap Advisors, LLC 0.01% New 3,282 $213K
S.A. Mason LLC 0.13% Add +18.0% 3,271 $213K
Sprott Inc. 0.02% New 3,256 $212K
Financial Partners Group, Inc 0.03% Reduce -4.8% 3,216 $209K
V-Square Quantitative Management LLC 0.03% No change 3,202 $208K
Atom Investors LP 0.03% Reduce -34.9% 3,196 $208K
Freestone Capital Holdings, LLC 0.01% Reduce -61.4% 3,185 $207K
Avidian Wealth Enterprises, LLC 0.01% New 3,175 $206K
Nicolet Advisory Services, LLC 0.02% New 2,996 $205K
Bennett Selby Investments LP 0.10% New 3,154 $205K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 3,141 $204K
Cladis Investment Advisory, LLC 0.15% Reduce -7.8% 3,134 $204K
Cullen/Frost Bankers, Inc. 0.00% Add +3.3% 3,130 $203K
Secure Asset Management, LLC 0.05% Reduce -9.1% 3,124 $203K
SlateStone Wealth, LLC 0.02% New 3,120 $203K
Crawford Investment Counsel Inc. 0.00% New 3,103 $202K
Capital Investment Counsel, Inc 0.03% Reduce -3.1% 3,102 $202K
WR Wealth Planners, LLC 0.06% New 3,019 $196K
Richelieu Gestion SA 0.20% No change 3,000 $195K
Peoples Bank 0.15% No change 3,000 $195K
Arax Advisory Partners 0.02% Add +4.2% 2,989 $194K
Sunbelt Securities, Inc. 0.02% Reduce -72.2% 2,938 $191K
Glen Eagle Advisors, LLC 0.04% Add +0.2% 2,926 $190K
Citizens National Bank Trust Department 0.04% No change 2,787 $181K
Colonial Trust Advisors 0.02% Reduce -1.1% 2,754 $179K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -36.0% 2,726 $177K
Carolinas Wealth Consulting LLC 0.03% Add +266.4% 2,678 $174K
CENTRAL TRUST Co 0.00% Reduce -23.5% 2,624 $171K
Gilliland Jeter Wealth Management LLC 0.06% New 2,594 $169K
Investors Research Corp 0.04% No change 2,552 $166K
TD Capital Management LLC 0.02% Add +20.8% 2,537 $165K
Alta Advisers Ltd 0.08% No change 2,500 $162K
Vestor Capital, LLC 0.01% Reduce -3.9% 2,446 $159K
First Horizon Advisors, Inc. 0.00% Add +20.2% 2,401 $156K
Eagle Bay Advisors LLC 0.10% Reduce -12.8% 2,342 $153K
Archer Investment Corp 0.04% Reduce -23.6% 2,268 $147K
Canton Hathaway, LLC 0.04% No change 2,236 $145K
Beacon Capital Management, LLC 0.03% Reduce -4.9% 2,227 $145K
Peoples Financial Services Corp. 0.06% No change 2,199 $143K
Ancora Advisors LLC 0.00% Reduce -3.4% 2,170 $141K
Liberty One Investment Management, LLC 0.02% New 2,142 $139K
Centaurus Financial, Inc. 0.01% Reduce -72.8% 2,115 $137K
Anchor Investment Management, LLC 0.01% Add +5.1% 2,050 $133K
Jamison Private Wealth Management, Inc. 0.02% Add +0.3% 2,009 $131K
Elkhorn Partners Limited Partnership 0.09% Add +16.3% 2,000 $130K
Avalon Trust Co 0.01% No change 2,000 $130K
Bollard Group LLC 0.00% Add +0.1% 1,957 $127K
DT Investment Partners, LLC 0.01% No change 1,887 $123K
Tompkins Financial Corp. 0.01% No change 1,876 $122K
Sound Income Strategies, LLC 0.01% Reduce -3.0% 1,843 $120K
Fernwood Investment Management, LLC 0.03% New 1,775 $115K
Geneos Wealth Management Inc. 0.01% Reduce -5.6% 1,774 $115K
Covestor Ltd 0.07% Add +28.6% 1,725 $112K
Belmont Capital, LLC 0.03% Add +147.1% 1,722 $112K
Larson Financial Group LLC 0.01% Reduce -0.8% 1,656 $108K
First United Bank & Trust 0.04% No change 1,650 $107K
St Germain D J Co. Inc. 0.01% Reduce -0.5% 1,638 $106K
Lindbrook Capital, LLC 0.01% Reduce -22.7% 1,611 $105K
Sittner & Nelson, LLC 0.05% Add +33.5% 1,603 $104K
Nemes Rush Group LLC 0.01% No change 1,568 $102K
Ceeto Capital Group, LLC 0.04% Reduce -87.0% 1,500 $98K
Princeton Global Asset Management LLC 0.02% No change 1,500 $97K
Laffer Tengler Investments, Inc. 0.03% No change 1,473 $96K
M&R Capital Management Inc. 0.02% Reduce -65.8% 1,460 $95K
Kessler Investment Group, LLC 0.06% No change 1,450 $94K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.6% 1,398 $91K
Harvest Fund Management Co., Ltd 0.01% Reduce -4.8% 1,377 $89K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 1,277 $83K
AdvisorNet Financial, Inc 0.01% Reduce -3.6% 1,261 $82K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,237 $81K
Centennial Bank 0.04% No change 1,229 $80K
Sandy Spring Bank 0.00% Add +44.2% 1,203 $78K
Continuum Advisory, LLC 0.01% New 1,208 $78K
American National Bank & Trust 0.01% Reduce -15.1% 1,193 $78K
Venturi Wealth Management, LLC 0.01% No change 1,193 $78K
Knott David M Jr 0.03% No change 1,249 $73K
Armstrong Advisory Group, Inc. 0.01% No change 1,214 $72K
Smartleaf Asset Management LLC 0.01% Add +116.1% 1,126 $72K
Retirement Group, LLC 0.03% Add +1.2% 1,107 $72K
First Command Advisory Services, Inc. 0.00% Add +10.1% 1,090 $71K
Assetmark, Inc. 0.00% Reduce -33.8% 1,074 $70K
Arlington Trust Co LLC 0.02% No change 1,010 $66K
Mb, Levis & Associates, LLC 0.04% Add +0.3% 1,003 $65K
Global Wealth Strategies & Associates 0.02% No change 1,003 $65K
Trivant Custom Portfolio Group, LLC 0.04% No change 1,000 $65K
Plante Moran Financial Advisors, LLC 0.01% No change 1,000 $65K
Tacita Capital Inc 0.04% No change 995 $65K
Riverview Trust Co 0.05% New 976 $63K
Montag A & Associates Inc. 0.00% Reduce -59.9% 971 $63K
HM Payson & Co. 0.00% No change 950 $62K
Pinnacle Bancorp, Inc. 0.02% No change 925 $60K
Laurel Wealth Advisors LLC 0.01% Add +1133.3% 925 $60K
Global Trust Asset Management, LLC 0.02% No change 914 $59K
Fortis Group Advisors, LLC 0.01% Reduce -50.0% 860 $56K
Rational Advisors, Inc. 0.01% No change 825 $54K
Blume Capital Management, Inc. 0.01% No change 800 $52K
GW&K Investment Management, LLC 0.00% Add +244.1% 781 $51K
Deseret Mutual Benefit Administrators 0.02% No change 747 $49K
Pacific Capital Wealth Advisors, Inc. 0.01% New 739 $48K
Asset Dedication, LLC 0.00% No change 741 $48K
JFS Wealth Advisors, LLC 0.00% Reduce -4.9% 712 $46K
Salomon & Ludwin, LLC 0.00% No change 705 $46K
Wolff Wiese Magana LLC 0.04% Add +9.8% 703 $46K
First Pacific Financial 0.01% Add +0.3% 698 $45K
Prestige Wealth Management Group LLC 0.01% Reduce -3.2% 694 $45K
Halpern Financial, Inc. 0.01% No change 665 $45K
LRI Investments, LLC 0.01% — 673 $44K
Oakworth Capital, Inc. 0.00% Reduce -6.9% 672 $44K
New Covenant Trust Company, N.A. 0.04% — 672 $44K
SouthState Bank Corp 0.00% Reduce -30.7% 672 $44K
Concord Wealth Partners 0.01% No change 653 $42K
Luken Investment Analytics, LLC 0.02% No change 640 $42K
Gradient Investments LLC 0.00% Reduce -90.5% 634 $41K
CVA Family Office, LLC 0.01% Reduce -30.6% 628 $41K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +1.6% 616 $40K
McIlrath & Eck, LLC 0.01% No change 614 $40K
Register Financial Advisors LLC 0.02% No change 613 $40K
Founders Capital Management 0.03% No change 600 $39K
Webster Bank, N. A. 0.00% New 600 $39K
Northwest Investment Counselors, LLC 0.01% New 590 $38K
Caldwell Sutter Capital, Inc. 0.02% No change 587 $38K
Arrow Financial Corp 0.00% No change 582 $38K
Crewe Advisors LLC 0.00% New 579 $38K
Criterion Capital Advisors, LLC 0.02% No change 570 $37K
Quent Capital, LLC 0.00% Reduce -19.4% 553 $36K
FNY Investment Advisers, LLC 0.02% Add +2595.0% 539 $35K
LifeSteps Financial, Inc. 0.03% New 526 $34K
Norwood Financial Corp 0.05% No change 525 $34K
Cyrus J. Lawrence, LLC 0.01% — 530 $34K
Whittier Trust Co. of Nevada Inc. 0.00% Add +93.3% 520 $34K
CNB Bank 0.02% No change 517 $34K
Ritter Daniher Financial Advisory LLC / DE 0.01% Reduce -74.9% 507 $33K
Zions Bancorporation, N.A. 0.00% Reduce -5.4% 506 $33K
NFSG Corp 0.01% Reduce -45.3% 502 $33K
Ransom Advisory, Ltd 0.02% — 500 $32K
PSI Advisors, LLC 0.01% No change 500 $32K
City State Bank 0.01% Add +31.9% 488 $32K
Westside Investment Management, Inc. 0.01% No change 480 $31K
TLW Wealth Management, LLC 0.02% No change 472 $31K
CoreFirst Bank & Trust 0.02% No change 457 $30K
NewSquare Capital LLC 0.00% Reduce -0.2% 450 $29K
Briaud Financial Planning Inc 0.02% New 441 $29K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 444 $29K
Orion Capital Management LLC 0.01% No change 420 $27K
Indiana Trust & Investment Management Co 0.01% No change 414 $27K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +33.3% 400 $26K
Hexagon Capital Partners LLC 0.01% Reduce -18.4% 400 $26K
Baldwin Wealth Partners LLC 0.00% No change 400 $26K
Investment Research & Advisory Group, Inc. 0.01% Add +75.2% 389 $25K
Pflug Koory, LLC 0.00% No change 380 $25K
MV Capital Management, Inc. 0.00% Reduce -5.0% 377 $25K
Byrne Asset Management LLC 0.02% No change 379 $24K
Avion Wealth 0.01% Add +49.0% 362 $24K
Global Assets Advisory, LLC 0.01% New 354 $23K
America First Investment Advisors, LLC 0.01% No change 358 $23K
Smithfield Trust Co 0.00% Add +122.9% 350 $23K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 350 $23K
Rise Advisors, LLC 0.01% Add +3390.0% 349 $23K
Estabrook Capital Management 0.00% No change 339 $22K
Chesapeake Asset Management LLC 0.02% Reduce -30.1% 325 $21K
VitalStone Financial, LLC 0.02% Reduce -31.6% 316 $21K
Valley National Advisers Inc. 0.00% Add +29.6% 328 $21K
Financial Management Professionals, Inc. 0.00% Reduce -7.1% 327 $21K
Bogart Wealth, LLC 0.00% No change 315 $20K
Trust Co 0.00% No change 308 $20K
Creative Financial Designs Inc. 0.00% New 307 $20K
Private Wealth Management Group, LLC 0.01% Reduce -0.3% 286 $19K
Grove Bank & Trust 0.00% Reduce -46.2% 279 $18K
Tidemark, LLC 0.01% Add +0.4% 278 $18K
Manchester Capital Management LLC 0.00% Reduce -94.7% 272 $18K
Janiczek Wealth Management, LLC 0.00% No change 269 $18K
Key Financial Inc 0.00% No change 265 $17K
Birchbrook, Inc. 0.01% No change 258 $17K
Tyler-Stone Wealth Management 0.01% No change 258 $17K
Creative Capital Management Investments LLC 0.01% New 253 $16K
Raleigh Capital Management Inc. 0.01% Add +115.8% 246 $16K
Hollencrest Capital Management 0.00% Reduce -97.4% 222 $14K
Gen-Wealth Partners Inc 0.01% — 217 $14K
TrinityBridge Ltd 0.00% No change 220 $14K
Wetzel Investment Advisors, Inc. 0.01% Reduce -4.8% 200 $13K
Front Row Advisors LLC 0.00% No change 200 $13K
BOK Financial Private Wealth, Inc. 0.00% No change 200 $13K
Clear Point Advisors Inc. 0.01% No change 200 $13K
Maryland Capital Advisors Inc. 0.01% No change 200 $13K
First Financial Corp. 0.01% No change 200 $13K
Tanglewood Legacy Advisors, LLC 0.01% No change 200 $13K
Lowe Wealth Advisors, LLC 0.01% No change 200 $13K
Clean Yield Group 0.01% No change 200 $13K
Stephens Consulting, LLC 0.00% No change 200 $13K
Godsey & Gibb, Inc. 0.00% No change 200 $13K
Park Place Capital Corp 0.00% Reduce -15.7% 199 $13K
EnRich Financial Partners LLC 0.00% New 192 $12K
Pingora Partners LLC 0.01% Add +80.0% 180 $12K
Johnson Financial Group, Inc. 0.00% No change 178 $12K
True Wealth Design, LLC 0.00% Add +600.0% 175 $11K
Adirondack Trust Co. 0.00% No change 175 $11K
Bare Financial Services, Inc 0.01% No change 171 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 170 $11K
Hanson & Doremus Investment Management 0.00% No change 175 $11K
WASHINGTON TRUST Co 0.00% No change 165 $11K
FSA Wealth Management LLC 0.00% No change 160 $10K
Cutler Group LLC / CA 0.01% Reduce -99.4% 165 $10K
GoalVest Advisory LLC 0.00% No change 153 $10K
Duncker Streett & Co. Inc. 0.00% No change 150 $10K
Cambridge Trust Co. 0.00% No change 150 $10K
Brown, Lisle/Cummings, Inc. 0.00% No change 140 $9K
Central Bank & Trust Co. 0.00% No change 139 $9K
Jones Financial Companies LLLP 0.00% New 136 $9K
Bartlett & Co. Wealth Management LLC 0.00% No change 130 $8K
Fortitude Family Office, LLC 0.01% Reduce -0.8% 130 $8K
DecisionPoint Financial, LLC 0.00% New 121 $8K
Bruce G. Allen Investments, LLC 0.01% Reduce -43.8% 126 $8K
HHM Wealth Advisors, LLC 0.00% No change 125 $8K
RE Dickinson Investment Advisors, LLC 0.01% Add +0.8% 125 $8K
Abound Wealth Management 0.00% Add +18.4% 122 $8K
Aspect Partners, LLC 0.01% No change 120 $8K
Old Second National Bank of Aurora 0.00% No change 120 $8K
Bangor Savings Bank 0.00% No change 119 $8K
Gables Capital Management Inc. 0.00% No change 116 $8K
Plato Investment Management Ltd 0.00% Add +62.0% 115 $7K
Winch Advisory Services, LLC 0.00% Add +135.4% 113 $7K
SJS Investment Consulting Inc. 0.00% Reduce -3.5% 111 $7K
Frazier Financial Advisors, LLC 0.01% Add +35.8% 110 $7K
Caitlin John, LLC 0.00% No change 100 $6K
Barrett & Company, Inc. 0.00% No change 100 $6K
Towne Trust Company, N.A 0.00% New 100 $6K
Acima Private Wealth, LLC 0.00% No change 100 $6K
Tucker Asset Management LLC 0.00% No change 100 $6K
Bell Investment Advisors, Inc 0.00% Reduce -22.9% 94 $6K
GHP Investment Advisors, Inc. 0.00% No change 93 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 98 $6K
Capital Advisors, Ltd. LLC 0.00% Add +2.2% 92 $6K
Glass Jacobson Investment Advisors llc 0.00% Add +12.8% 88 $6K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 88 $6K
Northwest Bank & Trust Co 0.01% No change 86 $6K
Delos Wealth Advisors, LLC 0.01% Reduce -73.4% 85 $6K
Cherry Tree Wealth Management, LLC 0.00% New 82 $5K
SOA Wealth Advisors, LLC. 0.00% Reduce -1.3% 78 $5K
Versant Capital Management, Inc 0.00% Reduce -92.2% 74 $5K
JNBA Financial Advisors 0.00% Reduce -9.2% 69 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 63 $4K
Penserra Capital Management LLC 0.00% Reduce -97.7% 72 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 61 $4K
Sugarloaf Wealth Management, LLC 0.00% No change 58 $4K
Atlas Capital Advisors Inc. 0.00% No change 56 $4K
New England Capital Financial Advisors LLC 0.00% No change 52 $3K
PayPay Securities Corp 0.16% Reduce -15.3% 50 $3K
Valued Wealth Advisors LLC 0.00% Reduce -51.5% 49 $3K
Sachetta, LLC 0.00% No change 51 $3K
HBC Financial Services, PLLC 0.00% No change 60 $3K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -85.4% 45 $3K
Kelly Financial Services LLC 0.00% No change 45 $3K
Red Tortoise LLC 0.00% New 43 $3K
Motco 0.00% Reduce -6.5% 43 $3K
North Star Investment Management Corp. 0.00% No change 39 $3K
Pineridge Advisors LLC 0.00% Reduce -40.3% 37 $2K
West Paces Advisors Inc. 0.00% Reduce -55.1% 35 $2K
Trifecta Capital Advisors, LLC 0.00% No change 33 $2K
Delta Asset Management LLC 0.00% No change 31 $2K
TFO Wealth Partners, LLC 0.00% No change 31 $2K
Boyd Watterson Asset Management LLC 0.00% No change 27 $2K
Raffa Wealth Management, LLC 0.00% No change 27 $2K
Main Street Group, LTD 0.00% No change 25 $2K
RFP Financial Group LLC 0.00% Reduce -79.1% 24 $2K
Dunhill Financial, LLC 0.00% Reduce -52.0% 24 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 20 $1K
Pacific Center for Financial Services 0.00% No change 17 $1K
MCF Advisors LLC 0.00% Add +33.3% 16 $1K
Castleview Partners, LLC 0.00% Add +45.5% 16 $1K
Iron Horse Wealth Management, LLC 0.00% Add +6.7% 16 $1K
Capital Analysts, LLC 0.00% No change 17 $1K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 13 $845
HighMark Wealth Management LLC 0.00% No change 12 $796
MeadowBrook Investment Advisors LLC 0.00% No change 12 $780
ICA Group Wealth Management, LLC 0.00% No change 10 $650
Cornerstone Planning Group LLC 0.00% Add +37.5% 11 $646
Clear Investment Research, LLC 0.00% Reduce -43.8% 9 $590
Truvestments Capital LLC 0.00% No change 6 $390
Core Alternative Capital 0.00% New 5 $325
TFC Financial Management, Inc. 0.00% Reduce -86.4% 3 $195
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 2 $130
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2 $130
Quarry LP 0.00% New 1 $65
Roble, Belko & Company, Inc 0.00% Reduce -94.0% 5 $0

"% of holder's portfolio" is OXY's weight in each manager's 13F, not the share of Occidental Petroleum Corp. the manager owns.