Occidental PetroleumOXY

13F holders, Q2 2024 (June 30)
1,221holders −19
91new positions
112sold out
12famous investors
$63.03avg. 13F price*

At the end of Q2 2024, 1,221 institutions reported holding Occidental Petroleum Corp. (OXY) in their 13F filings, down 19 from Q1 2024. 91 opened new positions and 112 sold out. The largest holders were Berkshire Hathaway ($16.1B), Dodge & Cox ($4.9B) and Vanguard Group Inc. ($3.5B). 12 famous investors held it, including Prem Watsa (32.1% of Fairfax Financial Holdings's portfolio), Warren Buffett (5.7% of Berkshire Hathaway's portfolio) and Li Lu (3.6% of Himalaya Capital Management'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 → Q2 2024

InstitutionsTotal Value
New Positions91$316.5M
Exits112$294.8M

All 13F filers, Q1 2024 → Q2 2024: 31,249,425 shares bought and 29,890,180 shares sold, net +1,359,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,221 holders

Berkshire Hathaway 5.75% Add +2.9% 255,281,524 $16.1B
Dodge & Cox 2.97% Reduce -1.5% 78,361,008 $4.9B
Vanguard Group Inc. 0.07% Add +1.4% 56,088,935 $3.5B
State Street Corp. 0.12% Add +6.2% 41,893,470 $2.6B
BlackRock Inc. 0.06% Reduce -0.3% 40,287,131 $2.5B
FMR LLC 0.07% Reduce -8.8% 16,075,546 $1.0B
Geode Capital Management, LLC 0.07% Add +4.8% 13,402,040 $842.1M
Eagle Capital Management LLC 2.63% Add +6.4% 11,251,478 $709.2M
Bank of New York Mellon Corp 0.13% Reduce -9.0% 11,132,950 $701.7M
Morgan Stanley 0.05% Add +4.1% 11,021,142 $694.7M
Bank of America Corp. 0.04% Reduce -0.8% 7,361,138 $464.0M
Dimensional Fund Advisors LP 0.12% Reduce -0.4% 7,356,155 $463.6M
Northern Trust Corp. 0.07% Reduce -3.3% 6,692,310 $421.8M
Smead Capital Management, Inc. 6.41% Add +3.7% 6,506,257 $410.1M
Fairfax Financial Holdings 32.05% No change 6,020,418 $379.2M
Invesco Ltd. 0.06% Reduce -6.9% 4,332,268 $273.1M
Legal & General Group Plc 0.07% Reduce -0.8% 4,109,858 $259.0M
Charles Schwab Investment Management Inc. 0.05% Add +3.3% 3,909,067 $246.4M
American Century Companies Inc. 0.14% Add +16.8% 3,707,555 $233.7M
Adams Asset Advisors, LLC 30.18% Reduce -0.5% 3,567,150 $224.8M
JPMorgan Chase & Co. 0.02% Add +1.9% 3,553,053 $223.9M
Alliancebernstein L.P. 0.07% Add +21.8% 3,324,760 $209.6M
UBS Group AG 0.05% Add +12.8% 2,762,504 $174.1M
Goldman Sachs Group Inc. 0.03% Reduce -14.8% 2,624,581 $165.4M
Amundi 0.06% Add +3.9% 2,430,466 $151.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +29.2% 2,310,636 $145.6M
Janus Henderson Group PLC 0.08% Reduce -18.8% 2,304,794 $145.3M
Susquehanna International Group, LLP 0.25% Add +490.5% 2,246,251 $141.6M
Bank of Montreal 0.04% Add +1.5% 2,075,273 $131.1M
Two Sigma Investments, LP 0.31% Reduce -44.8% 1,992,241 $125.6M
Swiss National Bank 0.09% Reduce -0.1% 1,968,414 $124.1M
Royal Bank of Canada 0.03% Add +2.3% 1,912,159 $120.5M
HighTower Advisors, LLC 0.18% Add +2.0% 1,892,524 $119.3M
Two Sigma Advisers, LP 0.25% Add +38.2% 1,766,000 $111.3M
Epoch Investment Partners, Inc. 0.48% Add +20.1% 1,661,231 $104.7M
ANTIPODES PARTNERS Ltd 3.77% Reduce -29.0% 1,647,144 $103.8M
Jane Street Group, LLC 0.11% Add +42.6% 1,604,442 $101.1M
H&H International Investment 0.58% Add +36.0% 1,543,102 $97.3M
HSBC Holdings PLC 0.06% Add +23.9% 1,500,596 $94.7M
Nuveen Asset Management, LLC 0.03% Reduce -7.3% 1,494,812 $94.2M
Himalaya Capital Management 3.61% New 1,466,500 $92.4M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -7.9% 1,459,129 $92.0M
Cooke & Bieler LP 0.88% Add +53.1% 1,450,064 $91.4M
National Pension Service 0.10% Add +0.6% 1,422,915 $89.7M
Barclays PLC 0.04% Reduce -18.9% 1,416,755 $89.3M
Neuberger Berman Group LLC 0.07% Add +141.1% 1,386,083 $87.3M
HRT Financial LP 0.41% Add +825.9% 1,160,256 $73.1M
Rhumbline Advisers 0.07% Reduce -2.0% 1,155,762 $72.8M
California Public Employees Retirement System 0.05% Reduce -5.8% 1,125,040 $70.9M
Wells Fargo & Company 0.02% Add +7.2% 1,094,166 $69.0M
Deutsche Bank AG 0.03% Add +4.4% 1,091,807 $68.8M
Sarasin & Partners LLP 0.57% New 1,013,482 $63.9M
First Trust Advisors LP 0.06% Add +1.2% 997,821 $62.9M
Raymond James & Associates 0.04% Reduce -3.2% 951,109 $59.9M
T. Rowe Price Associates Inc. 0.01% Add +3.4% 934,460 $58.9M
TD Asset Management Inc 0.05% Add +17.8% 885,010 $55.8M
California State Teachers Retirement System 0.07% Reduce -3.0% 881,339 $55.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +12.5% 874,488 $55.1M
Aviva PLC 0.15% Add +22.9% 830,536 $52.3M
Royal London Asset Management Ltd. 0.13% Reduce -18.7% 822,037 $51.8M
Perigon Wealth Management, LLC 1.49% Add +0.0% 815,115 $51.4M
State Board of Administration of Florida Retirement System 0.10% Reduce -16.1% 811,793 $51.2M
Nomura Holdings Inc. 0.31% Reduce -24.6% 768,568 $48.4M
New York State Common Retirement Fund 0.06% Reduce -8.0% 745,337 $47.0M
Citigroup Inc. 0.05% Add +40.3% 744,415 $46.9M
Principal Financial Group Inc. 0.03% Reduce -1.1% 722,720 $45.6M
Envestnet Asset Management Inc. 0.02% Add +0.9% 708,525 $44.7M
BNP Paribas Financial Markets 0.05% Reduce -46.9% 707,186 $44.6M
Scharf Investments, LLC 1.22% New 678,161 $42.7M
Sei Investments Co. 0.06% Reduce -4.5% 617,337 $38.9M
Ameriprise Financial Inc. 0.01% Reduce -2.6% 607,707 $38.3M
Brandywine Global Investment Management, LLC 0.29% Add +31.1% 607,477 $38.3M
Fisher Asset Management 0.02% Reduce -0.1% 606,464 $38.2M
Citadel Advisors 0.04% Reduce -7.5% 593,535 $37.4M
LPL Financial LLC 0.02% Add +0.3% 593,214 $37.4M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -12.0% 588,508 $37.1M
New York State Teachers Retirement System 0.08% Reduce -3.5% 566,427 $35.7M
Squarepoint Ops LLC 0.13% Reduce -64.6% 540,518 $34.1M
Manufacturers Life Insurance Company, The 0.03% Add +0.4% 527,412 $33.2M
Nordea Investment Management AB 0.04% Add +5.7% 519,739 $32.8M
Hosking Partners LLP 1.17% Add +84.1% 499,499 $31.5M
Voya Investment Management LLC 0.03% Reduce -19.2% 468,664 $29.5M
Twinbeech Capital LP 0.58% New 465,549 $29.3M
J. Safra Sarasin Holding AG 0.51% — 440,681 $27.8M
Prudential Financial Inc. 0.04% Reduce -16.6% 430,364 $27.1M
Los Angeles Capital Management LLC 0.10% Add +9379.4% 424,962 $26.8M
Korea Investment CORP 0.07% Reduce -48.0% 422,885 $26.7M
Millennium Management 0.02% Reduce -66.2% 420,135 $26.5M
Danske Bank A/S 0.10% Add +1.9% 418,910 $26.4M
TCTC Holdings, LLC 0.87% Add +0.6% 400,082 $25.2M
Tocqueville Asset Management L.P. 0.41% Reduce -8.7% 394,460 $24.9M
Worldquant Millennium Advisors LLC 0.22% Reduce -24.5% 388,790 $24.5M
Victory Capital Management Inc. 0.02% Add +24.1% 385,387 $24.3M
Susquehanna Fundamental Investments, LLC 0.55% Reduce -9.2% 379,267 $23.9M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -0.4% 363,480 $22.9M
Stifel Financial Corp. 0.03% Reduce -15.7% 353,286 $22.3M
State of Wisconsin Investment Board 0.06% Add +0.4% 352,356 $22.2M
Tudor Investment Corporation 0.24% Reduce -51.2% 345,326 $21.8M
Point72 Europe (London) LLP 1.83% Reduce -13.0% 342,806 $21.6M
Russell Investments Group, Ltd. 0.03% Reduce -2.0% 342,654 $21.6M
PARUS FINANCE (UK) Ltd 6.24% Add +3.2% 342,370 $21.6M
Rockefeller Capital Management L.P. 0.06% Reduce -30.6% 338,578 $21.3M
Corient Private Wealth LP 0.04% Reduce -0.4% 333,575 $21.0M
Artemis Investment Management LLP 0.28% Add +22.2% 333,493 $21.0M
Aberdeen Group plc 0.04% Add +16.0% 332,302 $20.9M
BI Asset Management Fondsmaeglerselskab A/S 0.34% Add +149.2% 331,010 $20.9M
South Dakota Investment Council 0.42% Reduce -0.6% 327,752 $20.7M
Wealthfront Advisers LLC 0.07% Reduce -2.3% 309,730 $19.5M
Cresset Asset Management, LLC 0.08% Add +6.0% 303,229 $19.2M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -9.7% 301,592 $19.0M
PNC Financial Services Group, Inc. 0.01% Reduce -2.1% 297,702 $18.8M
Twin Tree Management, LP 0.55% New 294,988 $18.6M
Commonwealth Equity Services, LLC 0.03% Add +6.1% 293,017 $18.5M
Group One Trading LLC 0.58% Add +111.1% 291,696 $18.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +16.8% 287,564 $18.1M
Townsquare Capital LLC 0.25% Add +0.8% 286,896 $18.1M
Public Employees Retirement System of Ohio 0.07% Reduce -11.4% 286,449 $18.1M
Ensign Peak Advisors, Inc 0.03% Reduce -2.5% 284,192 $17.9M
Baird Financial Group, Inc. 0.04% Add +1.4% 282,199 $17.8M
STRS Ohio 0.07% Reduce -11.6% 281,475 $17.7M
Treasurer of the State of North Carolina 0.07% Reduce -9.7% 277,372 $17.5M
Rafferty Asset Management, LLC 0.06% Add +10.3% 271,739 $17.1M
CI Investments Inc. 0.07% Add +3.3% 270,347 $17.0M
Capital Fund Management S.A. 0.19% Add +40.8% 268,244 $16.9M
Calamos Advisors LLC 0.12% Reduce -2.1% 267,557 $16.9M
Thompson Siegel & Walmsley LLC 0.26% Add +46.9% 252,762 $15.9M
Asset Management One Co., Ltd. 0.06% Add +1.5% 249,950 $15.8M
Farmers & Merchants Investments Inc. 0.51% Add +0.8% 243,801 $15.4M
State of New Jersey Common Pension Fund D 0.07% Reduce -36.5% 239,990 $15.1M
Franklin Resources Inc. 0.00% Reduce -6.9% 239,384 $15.1M
Muhlenkamp & Co. Inc. 4.67% Reduce -0.0% 237,296 $15.0M
Toronto Dominion Bank 0.02% Add +15.3% 228,652 $14.4M
Gateway Investment Advisers LLC 0.16% Reduce -0.1% 228,348 $14.4M
Gabelli Funds LLC 0.11% Reduce -0.1% 226,510 $14.3M
Oppenheimer & Co. Inc. 0.23% Add +29.4% 225,987 $14.2M
Osaic Holdings, Inc. 0.03% Reduce -10.7% 221,933 $14.0M
Longbow Finance SA 1.44% Reduce -5.9% 220,896 $13.9M
Pictet Asset Management Holding SA 0.02% Add +0.6% 220,653 $13.9M
Empowered Funds, LLC 0.24% Add +70.8% 219,152 $13.8M
Holowesko Partners Ltd. 7.71% No change 217,000 $13.7M
Schwartz Investment Counsel Inc. 0.51% Add +13.1% 216,430 $13.6M
Guggenheim Capital LLC 0.10% Reduce -11.2% 215,106 $13.6M
Resona Asset Management Co.,Ltd. 0.08% Reduce -5.0% 203,351 $12.8M
7G Capital Management, LLC 5.54% No change 200,000 $12.6M
Archon Partners LLC 1.62% Reduce -4.8% 200,000 $12.6M
National Bank of Canada 0.02% Add +22.7% 200,235 $12.6M
D. E. Shaw & Co. 0.02% Add +137.9% 196,260 $12.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.6% 196,094 $12.4M
Schwerin Boyle Capital Management Inc. 1.29% Add +41.8% 195,400 $12.3M
Nomura Asset Management Co. Ltd. 0.04% Add +6.2% 192,893 $12.2M
Arizona State Retirement System 0.08% Add +2.0% 192,743 $12.1M
Janney Montgomery Scott LLC 0.04% Add +3.2% 192,626 $12.1M
Corebridge Financial, Inc. 0.07% — 188,924 $11.9M
Swedbank AB 0.02% Reduce -3.0% 187,198 $11.8M
Optiver Holding B.V. 0.22% Add +76.5% 184,873 $11.7M
State of Michigan Retirement System 0.06% Add +1.0% 182,139 $11.5M
Pacific Heights Asset Management LLC 0.89% No change 180,000 $11.3M
Walleye Capital LLC 0.13% Reduce -15.3% 177,721 $11.2M
Ingalls & Snyder LLC 0.48% Add +0.0% 177,532 $11.2M
Natixis Advisors, LLC 0.02% Add +5.0% 177,183 $11.2M
MetLife Investment Management, LLC 0.07% Add +14.3% 176,869 $11.1M
Aldebaran Capital, LLC 10.28% Reduce -0.5% 174,614 $11.0M
Wealth Advisory Solutions, LLC 2.91% Add +0.9% 170,301 $10.7M
Illinois Municipal Retirement Fund 0.16% Add +16.1% 169,459 $10.7M
CTC LLC 0.79% Reduce -78.8% 166,733 $10.5M
Jump Financial, LLC 0.21% Add +20.8% 166,510 $10.5M
Discovery Capital Management, LLC / CT 1.41% New 163,900 $10.3M
South Street Advisors LLC 1.54% Add +2.9% 161,409 $10.2M
Balyasny Asset Management L.P. 0.03% Add +149.3% 156,196 $9.8M
Schroder Investment Management Group 0.01% Add +43.6% 155,224 $9.8M
Dupont Capital Management Corp. 0.85% No change 154,885 $9.8M
Cetera Investment Advisers 0.02% Reduce -7.4% 154,082 $9.7M
iA Global Asset Management Inc. 0.18% Add +42.6% 152,440 $9.6M
Adams Natural Resources Fund, Inc. 1.40% No change 151,951 $9.6M
Pinnacle Associates Ltd. 0.15% Add +12.8% 151,033 $9.5M
Nisa Investment Advisors, LLC 0.06% Add +0.1% 150,314 $9.5M
Mariner, LLC 0.02% Add +41.7% 150,196 $9.5M
Pinnacle Financial Partners Inc 0.20% No change 145,008 $9.4M
Calamos Wealth Management LLC 0.50% Add +2.5% 146,827 $9.3M
Retirement Systems of Alabama 0.04% Add +1.0% 146,687 $9.2M
Cibc World Markets Corp. 0.06% Reduce -13.4% 146,101 $9.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +1.1% 146,063 $9.2M
APG Asset Management N.V. 0.02% Add +111.1% 151,499 $8.9M
MML Investors Services, LLC 0.04% Add +4.7% 141,336 $8.9M
DekaBank Deutsche Girozentrale 0.02% Add +20.8% 138,748 $8.8M
TD Waterhouse Canada Inc. 0.08% Add +8.3% 136,903 $8.6M
IFM Investors Pty Ltd 0.09% Reduce -1.1% 135,437 $8.5M
Engineers Gate Manager LP 0.19% New 134,612 $8.5M
Amalgamated Bank 0.07% Reduce -3.9% 132,524 $8.4M
Creative Planning 0.01% Reduce -0.6% 128,219 $8.1M
ProShare Advisors LLC 0.02% Add +14.2% 127,686 $8.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +61.9% 127,353 $8.0M
GTS Securities LLC 0.17% Reduce -15.5% 126,762 $8.0M
Czech National Bank 0.09% Add +9.4% 126,707 $8.0M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.24% Reduce -64.5% 126,280 $8.0M
Nissay Asset Management Corp. /Japan 0.05% Add +2.3% 125,438 $7.9M
Macquarie Group Ltd. 0.01% Reduce -29.3% 125,343 $7.9M
Cantor Fitzgerald, L. P. 1.59% Add +4.1% 123,700 $7.8M
State of Tennessee, Department of Treasury 0.03% Reduce -4.6% 123,283 $7.8M
Greylin Investment Management, Inc 1.37% Reduce -0.6% 122,631 $7.7M
DNB Asset Management AS 0.04% Add +4.1% 121,933 $7.7M
Quinn Opportunity Partners LLC 0.88% No change 120,410 $7.6M
Fund 1 Investments, LLC 1.04% No change 120,000 $7.6M
Mitchell Capital Management Co. 1.33% Add +15.4% 119,962 $7.6M
Teza Capital Management LLC 0.91% Add +39.3% 117,602 $7.4M
Catawba River Capital 4.48% Reduce -46.6% 117,566 $7.4M
Asset Management Advisors, LLC 5.65% Add +0.6% 117,450 $7.4M
Storebrand Asset Management As 0.02% Add +19.5% 116,840 $7.4M
Public Sector Pension Investment Board 0.05% Add +5.7% 115,717 $7.3M
Kestra Advisory Services, LLC 0.04% Add +36.2% 118,726 $7.3M
State of Alaska, Department of Revenue 0.08% Add +28.5% 112,488 $7.1M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -19.5% 111,974 $7.1M
Poehling Capital Management, INC. 1.92% Add +0.0% 111,053 $7.0M
Truist Financial Corp. 0.01% Reduce -0.8% 110,267 $7.0M
Hahn Capital Management LLC 3.24% Add +20.4% 108,293 $6.8M
NWF Advisory Services Inc. 1.06% Add +6.4% 105,307 $6.6M
Focus Partners Wealth 0.02% Add +2313.5% 105,930 $6.6M
Utah Retirement Systems 0.08% Reduce -11.8% 104,966 $6.6M
ARS Investment Partners, LLC 0.63% Reduce -2.4% 104,759 $6.6M
Comerica Bank 0.03% Add +0.0% 102,607 $6.5M
Man Group plc 0.02% Add +349.7% 102,577 $6.5M
Private Advisor Group, LLC 0.04% Add +64.0% 100,557 $6.3M
Miller Howard Investments Inc. 0.21% Add +2.2% 100,190 $6.3M
Mirae Asset Securities (usa) Inc. 0.41% — 100,000 $6.3M
Financial Partners Group, LLC 2.44% Add +1.1% 99,628 $6.3M
Level Four Advisory Services, LLC 0.28% Add +43.9% 99,093 $6.2M
Linscomb Wealth, Inc. 0.32% Add +0.0% 98,312 $6.2M
First Hawaiian Bank 0.21% Add +1.5% 97,675 $6.2M
Pathstone Holdings, LLC 0.03% Add +4.7% 96,043 $6.1M
CIBC Asset Management Inc 0.02% Reduce -4.9% 95,339 $6.0M
Wellington Management Group LLP 0.00% Add +13.2% 95,190 $6.0M
FIL Ltd 0.01% Add +29.6% 94,124 $5.9M
Jefferies Financial Group Inc. 0.13% Add +94.8% 93,700 $5.9M
Clifford Swan Investment Counsel LLC 0.22% Add +0.8% 93,260 $5.9M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.8% 93,032 $5.9M
Mraz, Amerine & Associates, Inc. 1.20% Add +5.7% 92,809 $5.8M
New York Life Investment Management LLC 0.06% Add +1.5% 91,823 $5.8M
Yarbrough Capital, LLC 0.24% No change 91,448 $5.8M
Atria Investments, Inc 0.07% Reduce -0.3% 91,418 $5.8M
Fagan Associates, Inc. 1.00% Reduce -0.8% 90,925 $5.7M
Hamilton Capital Partners Inc. 0.61% Add +17.6% 90,168 $5.7M
Entropy Technologies, LP 0.60% Add +35.6% 88,003 $5.5M
Yousif Capital Management, LLC 0.06% Reduce -1.4% 87,782 $5.5M
Xponance LLC 0.06% Reduce -3.0% 86,982 $5.5M
Wintrust Investments LLC 0.44% Reduce -14.9% 85,469 $5.4M
KGH Ltd 0.32% New 84,000 $5.3M
Steward Partners Investment Advisory, LLC 0.06% Reduce -0.3% 83,874 $5.3M
Mutual of America Capital Management LLC 0.06% Reduce -2.8% 83,858 $5.3M
Norman Fields, Gottscho Capital Management, LLC 1.82% Add +11.2% 84,726 $5.2M
Huntington National Bank 0.05% Reduce -25.6% 81,966 $5.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +6.7% 81,069 $5.1M
AQR Capital Management 0.01% Add +11.5% 80,581 $5.1M
Cutter & CO Brokerage, Inc. 1.22% Add +0.8% 79,896 $5.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +15.6% 79,889 $5.0M
IMC-Chicago, LLC 0.16% Reduce -44.3% 79,327 $5.0M
Allspring Global Investments Holdings, LLC 0.01% Add +0.7% 79,099 $5.0M
Lane Generational LLC 5.88% Reduce -2.5% 78,740 $5.0M
Sanctuary Advisors, LLC 0.04% — 73,100 $5.0M
TCW Group Inc. 0.04% Reduce -10.3% 77,999 $4.9M
AMG National Trust Bank 0.13% Add +7.6% 77,228 $4.9M
Bank of Nova Scotia 0.01% Reduce -14.2% 77,155 $4.9M
Walleye Trading LLC 0.10% Reduce -53.4% 77,022 $4.9M
GAMCO Investors 0.05% Reduce -6.7% 76,942 $4.8M
Hi-Line Capital Management, LLC 2.03% Reduce -4.9% 76,490 $4.8M
US Bancorp \de 0.01% Reduce -5.8% 76,453 $4.8M
Trek Financial, LLC 0.38% Reduce -46.2% 75,141 $4.7M
Allianz Asset Management GmbH 0.01% Reduce -8.8% 74,792 $4.7M
Daiwa Securities Group Inc. 0.02% Add +11.0% 72,286 $4.6M
NewEdge Advisors, LLC 0.03% Reduce -13.8% 71,483 $4.5M
Peterson Wealth Services 1.55% Add +1.6% 70,238 $4.4M
Milestones Administradora de Recursos Ltda. 1.85% Add +405.5% 69,760 $4.4M
Sterling Investment Management, LLC 3.34% Reduce -15.3% 69,644 $4.4M
Aviance Capital Partners, LLC 0.62% Reduce -0.1% 69,125 $4.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 68,389 $4.3M
Gilder Gagnon Howe & Co. LLC 0.05% New 67,799 $4.3M
D.A. Davidson & Co. 0.04% Add +18.9% 67,206 $4.2M
Institutional & Family Asset Management, LLC 0.65% Reduce -2.6% 66,845 $4.2M
Vanguard Personalized Indexing Management, LLC 0.08% Add +19.3% 66,630 $4.2M
SG Americas Securities, LLC 0.03% Reduce -67.5% 66,384 $4.2M
O'shaughnessy Asset Management, LLC 0.04% Reduce -9.6% 66,280 $4.2M
Canada Pension Plan Investment Board 0.00% Add +48.0% 66,216 $4.2M
S&co Inc. 0.29% Add +110.8% 65,035 $4.1M
Waverly Advisors, LLC 0.08% Add +0.7% 64,893 $4.1M
Intech Investment Management LLC 0.05% Add +59.4% 64,283 $4.1M
Equitable Holdings, Inc. 0.04% Add +8.0% 62,514 $3.9M
Skylands Capital, LLC 0.55% Add +3.0% 62,009 $3.9M
Gotham Asset Management 0.05% Reduce -53.2% 61,553 $3.9M
Swiss Life Asset Management Ltd 0.04% Add +141.5% 60,230 $3.8M
Qube Research & Technologies Ltd 0.01% Reduce -6.5% 60,203 $3.8M
Mercer Global Advisors Inc. 0.01% Add +8.9% 50,448 $3.8M
RBF Capital, LLC 0.22% No change 60,000 $3.8M
Avior Wealth Management, LLC 0.16% Add +8.3% 59,591 $3.8M
1832 Asset Management L.P. 0.01% Reduce -0.4% 59,412 $3.7M
Glenmede Trust Co. NA 0.02% Add +11.3% 58,007 $3.7M
Choreo, LLC 0.06% Add +1211.9% 58,129 $3.7M
Castleark Management LLC 0.15% No change 57,615 $3.6M
Northeast Financial Consultants Inc 0.17% Add +0.3% 57,248 $3.6M
Thrivent Financial for Lutherans 0.01% Add +2.6% 57,093 $3.6M
Oregon Public Employees Retirement Fund 0.07% Add +1.4% 57,061 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.5% 56,801 $3.6M
Elo Mutual Pension Insurance Co 0.08% Reduce -19.5% 56,381 $3.6M
CMT Capital Markets Trading GmbH 1.00% Add +125.7% 56,069 $3.5M
Hiddenite Capital Partners LP 4.27% No change 55,800 $3.5M
Symmetry Investments LP 0.44% Reduce -71.2% 55,526 $3.5M
Inscription Capital, LLC 0.56% Add +0.3% 55,357 $3.5M
Scotia Capital Inc. 0.02% Add +2.0% 55,275 $3.5M
Cerity Partners LLC 0.01% Reduce -16.2% 55,264 $3.5M
Gulf International Bank (UK) Ltd 0.09% Reduce -3.9% 55,203 $3.5M
Captrust Financial Advisors 0.01% Add +2.0% 54,923 $3.5M
Medici Capital LLC 7.52% Reduce -17.9% 54,050 $3.4M
RFG Holdings, Inc. 1.29% Reduce -0.3% 53,887 $3.4M
Integrated Wealth Concepts LLC 0.05% Reduce -5.6% 53,849 $3.4M
Caprock Group, LLC 0.14% Add +242.6% 53,173 $3.4M
Qsemble Capital Management, LP 0.63% Add +53.0% 52,966 $3.3M
Nkcfo LLC 1.81% Reduce -50.0% 52,700 $3.3M
KBC Group NV 0.01% Add +12.3% 51,970 $3.3M
Mizuho Securities USA LLC 0.07% New 51,268 $3.2M
Accel Wealth Management 1.29% Add +0.0% 51,143 $3.2M
Intact Investment Management Inc. 0.12% Reduce -17.4% 50,710 $3.2M
Inspire Trust Co, N.A. 1.05% Add +70.5% 50,665 $3.2M
Lodestone Wealth Management LLC 1.67% Reduce -0.2% 50,161 $3.2M
Kentucky Retirement Systems 0.09% Add +0.3% 50,110 $3.2M
Maryland State Retirement & Pension System 0.06% Reduce -6.8% 49,655 $3.1M
Bluefin Capital Management, LLC 1.82% Add +3.7% 48,996 $3.1M
MBB Public Markets I LLC 0.06% Add +329.5% 48,750 $3.1M
Graphene Investments SAS 1.90% Reduce -9.1% 47,900 $3.0M
Independent Advisor Alliance 0.10% Reduce -6.5% 47,727 $3.0M
Tidal Investments LLC 0.04% Reduce -31.7% 47,669 $3.0M
Empyrean Capital Partners, LP 0.20% New 47,200 $3.0M
Pacer Advisors, Inc. 0.01% Reduce -99.3% 47,102 $3.0M
PEAK6 Investments LLC 0.14% Add +210.8% 46,876 $3.0M
GFG Capital, LLC 0.79% Reduce -2.7% 46,285 $2.9M
Wolverine Trading, LLC 0.05% Add +93.8% 46,160 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -16.2% 45,837 $2.9M
Carnegie Investment Counsel 0.09% Add +2.5% 45,736 $2.9M
Praxis Investment Management Inc. 0.20% No change 42,950 $2.8M
Credit Agricole S A 0.02% Reduce -7.6% 45,011 $2.8M
Jeppson Wealth Management, LLC 1.08% Reduce -1.1% 44,769 $2.8M
Cornerstone Advisors, LLC 0.11% Reduce -3.3% 44,600 $2.8M
Tortoise Capital Advisors, L.L.C. 0.04% No change 44,524 $2.8M
Private Wealth Partners, LLC 0.21% Add +33.4% 44,165 $2.8M
Bell & Brown Wealth Advisors, LLC 1.06% Reduce -2.6% 44,098 $2.8M
IronBridge Private Wealth, LLC 1.04% Add +4.3% 44,047 $2.8M
Richard Bernstein Advisors LLC 0.06% No change 43,908 $2.8M
Brasada Capital Management, LP 0.48% Add +1.9% 44,097 $2.7M
Hartford Investment Management Co. 0.09% Add +0.0% 42,522 $2.7M
Tower Research Capital LLC (TRC) 0.05% Add +88.1% 42,457 $2.7M
UniSuper Management Pty Ltd 0.02% Add +76.9% 42,113 $2.7M
Warther Private Wealth, LLC 1.03% Reduce -73.1% 41,735 $2.6M
Spirit of America Management Corp. 0.53% Add +21.6% 41,600 $2.6M
Smithbridge Asset Management Inc. 0.54% Reduce -14.7% 41,247 $2.6M
Caxton Associates LP 0.10% Add +317.6% 40,512 $2.6M
Candriam S.C.A. 0.02% Reduce -0.5% 40,462 $2.6M
Cumberland Advisors Inc. 1.02% Reduce -4.8% 39,500 $2.5M
Arkadios Wealth Advisors 0.17% Add +171.6% 39,430 $2.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -22.5% 39,061 $2.5M
Orion Portfolio Solutions, LLC 0.03% Reduce -22.5% 39,061 $2.5M
Cibc World Market Inc. 0.01% Reduce -73.7% 38,471 $2.4M
Advisors Asset Management, Inc. 0.05% Add +15.5% 38,334 $2.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +129.8% 38,264 $2.4M
Securian Asset Management, Inc. 0.07% Reduce -1.7% 38,095 $2.4M
Advisors Preferred, LLC 0.41% New 37,886 $2.4M
Louisiana State Employees Retirement System 0.05% Reduce -1.8% 37,600 $2.4M
IFP Advisors, Inc 0.09% Reduce -2.8% 37,394 $2.4M
Agf Management Ltd. 0.01% Reduce -10.2% 37,295 $2.4M
B & T Capital Management DBA Alpha Capital Management 0.46% Add +1.1% 37,233 $2.3M
Schonfeld Strategic Advisors LLC 0.02% Reduce -82.2% 37,205 $2.3M
M&T Bank Corp 0.01% Reduce -6.3% 37,183 $2.3M
Beacon Pointe Advisors, LLC 0.03% Reduce -3.1% 37,178 $2.3M
Quadrant Private Wealth Management, LLC 0.53% Add +2.4% 36,404 $2.3M
Alberta Investment Management Corp 0.03% Add +142.7% 36,400 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -71.7% 36,591 $2.3M
Mackenzie Financial Corp. 0.00% Add +0.1% 36,040 $2.3M
Chemistry Wealth Management LLC 0.58% Add +20.3% 35,661 $2.2M
Slocum, Gordon & Co LLP 1.67% Reduce -2.4% 35,527 $2.2M
Profund Advisors LLC 0.08% Add +10.4% 35,285 $2.2M
Cheviot Value Management, LLC 0.43% New 35,228 $2.2M
Gifford Fong Associates 0.59% No change 35,179 $2.2M
Pecaut & Co. 0.84% Reduce -7.9% 35,158 $2.2M
Siemens Fonds Invest GmbH 0.16% Reduce -8.1% 34,883 $2.2M
Eisler Capital (UK) Ltd. 0.71% Reduce -35.1% 34,851 $2.2M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -6.3% 34,354 $2.2M
X-Square Capital, LLC 0.78% Add +96.0% 34,204 $2.2M
Ieq Capital, LLC 0.03% Add +14.8% 34,060 $2.1M
Keynote Financial Services LLC 1.79% Add +1.8% 33,758 $2.1M
New Mexico Educational Retirement Board 0.07% No change 33,259 $2.1M
NorthCoast Asset Management LLC 0.02% Reduce -3.6% 33,036 $2.1M
Carmel Capital Partners, LLC 0.88% Reduce -0.1% 32,999 $2.1M
CIBC Private Wealth Group LLC 0.00% Add +11.6% 34,002 $2.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -18.8% 32,793 $2.1M
Oliver Lagore Vanvalin Investment Group 0.59% Add +12.4% 32,740 $2.1M
Great Valley Advisor Group, Inc. 0.06% Add +7.6% 32,618 $2.1M
Quantinno Capital Management LP 0.04% Reduce -8.8% 32,542 $2.1M
Trustmark Bank Trust Department 0.16% Reduce -3.3% 32,008 $2.0M
Aquila Investment Management LLC 1.89% Add +33.3% 32,000 $2.0M
Seven Eight Capital, LP 0.21% New 31,725 $2.0M
AXA S.A. 0.01% Add +1.1% 31,721 $2.0M
iSAM Funds (UK) Ltd 1.49% New 31,646 $2.0M
Moors & Cabot, Inc. 0.10% Add +5.9% 31,275 $2.0M
Verition Fund Management LLC 0.02% Reduce -15.4% 30,753 $1.9M
Bridgeway Capital Management, LLC 0.05% Reduce -12.6% 30,610 $1.9M
ING Groep NV 0.01% New 30,420 $1.9M
D L Carlson Investment Group Inc. 0.37% Reduce -2.2% 30,405 $1.9M
Koshinski Asset Management, Inc. 0.17% Add +9.3% 30,758 $1.9M
Axxcess Wealth Management, LLC 0.05% Reduce -18.9% 29,743 $1.9M
Pekin Hardy Strauss, Inc. 0.26% Reduce -3.3% 29,635 $1.9M
Mirabella Financial Services LLP 0.16% New 29,630 $1.9M
EverSource Wealth Advisors, LLC 0.12% Reduce -11.7% 30,354 $1.8M
Commerce Bank 0.01% Reduce -0.4% 29,065 $1.8M
Aptus Capital Advisors, LLC 0.03% Reduce -0.4% 28,947 $1.8M
Caption Management, LLC 0.19% Add +9.2% 28,800 $1.8M
Valeo Financial Advisors, LLC 0.06% Reduce -16.9% 28,750 $1.8M
WealthPLAN Partners, LLC 0.19% Add +125.0% 27,914 $1.8M
Avantax Advisory Services, Inc. 0.01% Add +39.1% 27,676 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +58.2% 27,557 $1.7M
Atria Wealth Solutions, Inc. 0.02% Add +0.6% 27,519 $1.7M
Fox Run Management, L.L.C. 0.32% Add +159.7% 27,373 $1.7M
Crossmark Global Holdings, Inc. 0.03% Reduce -2.9% 27,309 $1.7M
Syon Capital LLC 0.16% Reduce -0.1% 27,251 $1.7M
Bayesian Capital Management, LP 0.19% Add +6.8% 26,575 $1.7M
WINTON GROUP Ltd 0.11% No change 26,500 $1.7M
Leonteq Securities AG 0.23% Add +328.2% 26,475 $1.7M
Aft, Forsyth & Sober, LLC 0.57% No change 26,400 $1.7M
Cwm, LLC 0.01% Reduce -86.3% 26,197 $1.7M
Metis Global Partners, LLC 0.06% Add +3.8% 25,824 $1.6M
Highview Capital Management LLC 0.68% Add +4.1% 25,775 $1.6M
Royal Fund Management, LLC 0.22% Add +23.8% 25,607 $1.6M
Investors Asset Management of Georgia Inc. /Ga/ 0.79% Reduce -1.5% 25,554 $1.6M
Meyer Handelman Co. 0.06% Reduce -1.9% 25,460 $1.6M
Quintet Private Bank (Europe) S.A. 0.09% Add +21.7% 22,120 $1.6M
Security National Bank of Sioux City Iowa 1.14% No change 25,108 $1.6M
Ostrum Asset Management 0.14% Reduce -7.2% 25,030 $1.6M
Fifth Third Bancorp 0.01% Add +17.7% 24,963 $1.6M
Great Lakes Advisors, LLC 0.01% New 24,948 $1.6M
Sequoia Financial Advisors, LLC 0.02% Add +12.2% 24,874 $1.6M
Primoris Wealth Advisors, LLC 1.25% Add +4.6% 24,850 $1.6M
Acadian Asset Management LLC 0.00% New 24,818 $1.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.11% Add +8.9% 24,500 $1.5M
Empirical Finance, LLC 0.10% Reduce -30.6% 24,165 $1.5M
Baader Bank Aktiengesellschaft 0.12% Add +3.2% 24,274 $1.5M
Central Pacific Bank - Trust Division 0.19% No change 23,950 $1.5M
United Capital Financial Advisors, LLC 0.01% Reduce -5.5% 23,565 $1.5M
Kingswood Wealth Advisors, LLC 0.13% Reduce -7.0% 23,445 $1.5M
Moran Wealth Management, LLC 0.05% Add +5.6% 23,444 $1.5M
First National Bank of Hutchinson 0.94% Add +12.3% 23,408 $1.5M
First Trust Direct Indexing L.P. 0.09% Add +11.6% 23,157 $1.5M
PKO Investment Management Joint-Stock Co 0.18% Reduce -22.4% 23,150 $1.5M
Pacifica Partners Inc. 0.62% Reduce -1.7% 23,221 $1.4M
Clare Market Investments LLC 0.40% Reduce -11.6% 22,935 $1.4M
Ossiam 0.03% Add +36.7% 22,879 $1.4M
OMERS ADMINISTRATION Corp 0.01% New 22,822 $1.4M
NEOS Investment Management LLC 0.06% Add +44.1% 22,767 $1.4M
IHT Wealth Management, LLC 0.05% Add +28.0% 22,481 $1.4M
Institute for Wealth Management, LLC. 0.19% Add +38.6% 22,387 $1.4M
QRG Capital Management, Inc. 0.02% Reduce -17.5% 22,386 $1.4M
Allianz SE 0.04% Add +139.9% 22,307 $1.4M
Norinchukin Bank, The 0.04% Add +3.5% 22,227 $1.4M
Salem Investment Counselors Inc. 0.05% Add +2.5% 22,141 $1.4M
Bokf, NA 0.02% Reduce -2.8% 21,936 $1.4M
Bridgefront Capital, LLC 0.58% Add +198.7% 21,910 $1.4M
Harbor Capital Advisors, Inc. 0.10% Reduce -0.9% 21,708 $1.4M
PFG Advisors 0.09% Reduce -8.1% 21,652 $1.4M
BTG Pactual Asset Management US LLC 0.34% — 21,462 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -1.3% 21,448 $1.4M
TD Private Client Wealth LLC 0.04% Add +18.8% 21,291 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +1.3% 21,162 $1.3M
ArrowMark Colorado Holdings LLC 0.02% Add +19.9% 21,100 $1.3M
Weil Company, Inc. 0.48% Add +0.3% 21,038 $1.3M
Stapp Wealth Management, PLLC 2.29% Add +1.7% 21,005 $1.3M
Diversify Advisory Services, LLC 0.07% Reduce -89.6% 21,637 $1.3M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.86% Reduce -0.9% 20,924 $1.3M
Proficio Capital Partners LLC 0.14% Reduce -0.0% 20,907 $1.3M
Palumbo Wealth Management LLC 0.55% Add +6.5% 20,716 $1.3M
Anson Funds Management LP 0.20% Reduce -31.9% 20,436 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.5% 20,359 $1.3M
OneDigital Investment Advisors LLC 0.02% Add +107.5% 20,229 $1.3M
Apollon Wealth Management, LLC 0.04% Add +41.7% 20,229 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +5.7% 20,082 $1.3M
Arosa Capital Management LP 0.98% New 20,000 $1.3M
Jade Capital Advisors, LLC 0.89% No change 20,000 $1.3M
Williams Jones Wealth Management, LLC. 0.02% Reduce -7.0% 19,921 $1.3M
HB Wealth Management, LLC 0.01% Add +11.0% 19,733 $1.2M
Marshall Wace, LLP 0.00% Reduce -97.9% 19,500 $1.2M
Mediolanum International Funds Ltd 0.02% Add +27.7% 20,990 $1.2M
Visionary Wealth Advisors 0.08% Add +2.2% 19,361 $1.2M
Snowden Capital Advisors LLC 0.04% Reduce -28.2% 19,180 $1.2M
Intrinsic Value Partners, LLC 1.25% No change 19,075 $1.2M
Secured Retirement Advisors, LLC 0.94% Add +10.8% 19,058 $1.2M
Fortem Financial Group, LLC 0.51% Reduce -12.6% 18,950 $1.2M
Bison Wealth, LLC 0.19% No change 17,957 $1.2M
Ashton Thomas Securities, LLC 0.28% — 10,879 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -19.9% 18,398 $1.2M
Bridges Investment Management Inc. 0.02% New 18,327 $1.2M
XML Financial, LLC 0.11% Reduce -11.0% 18,111 $1.1M
United Services Automobile Association 0.03% Reduce -6.9% 17,927 $1.1M
Lido Advisors, LLC 0.01% Add +22.1% 17,670 $1.1M
PFG Investments, LLC 0.08% Add +0.8% 17,727 $1.1M
Assenagon Asset Management S.A. 0.00% Add +5.8% 17,660 $1.1M
Mather Group, Llc. 0.01% Reduce -4.4% 17,091 $1.1M
Raymond James Trust N.A. 0.03% Add +1.1% 17,592 $1.1M
Kingsview Wealth Management, LLC 0.03% Add +2.1% 17,513 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +2.7% 17,464 $1.1M
Spectrum Asset Management, Inc. (NB/CA) 0.51% New 17,393 $1.1M
Savant Capital, LLC 0.01% Add +15.2% 17,375 $1.1M
Realta Investment Advisors 0.21% Reduce -1.7% 17,339 $1.1M
Clear Harbor Asset Management, LLC 0.09% Reduce -16.3% 17,214 $1.1M
Coastline Trust Co 0.13% Reduce -12.3% 17,102 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -15.9% 16,885 $1.1M
Cullen Investment Group, LTD. 0.17% Add +0.3% 16,894 $1.1M
Transcend Capital Advisors, LLC 0.08% Add +0.2% 16,884 $1.1M
Stamos Capital Partners, L.P. 0.22% Add +20.6% 16,770 $1.1M
Hilltop National Bank 0.34% No change 16,557 $1.0M
Clearstead Advisors, LLC 0.02% Add +144.7% 16,333 $1.0M
MAI Capital Management 0.01% Reduce -3.9% 16,226 $1.0M
Stableford Capital II LLC 0.40% Add +1.8% 16,083 $1.0M
Vontobel Holding Ltd. 0.00% Reduce -52.4% 16,086 $1.0M
Sigma Planning Corp 0.03% Reduce -15.3% 16,041 $1.0M
Barden Capital Management, Inc. 0.95% Add +1.1% 16,038 $1.0M
Annandale Capital, LLC 0.21% No change 15,980 $1.0M
Easterly Investment Partners LLC 0.09% No change 15,800 $996K
Fairfield Financial Advisors, LTD 0.29% — 15,602 $983K
Venture Visionary Partners LLC 0.05% Add +3.4% 15,532 $979K
Symmetry Partners, LLC 0.05% Reduce -14.8% 15,536 $979K
Lighthouse Investment Partners, LLC 0.05% New 15,397 $970K
HighPoint Advisor Group LLC 0.06% Add +3.2% 15,798 $952K
Shelton Wealth Management, LLC 0.57% Add +39.0% 15,069 $950K
Peapack Gladstone Financial Corp. 0.01% Reduce -3.3% 15,034 $949K
Monetta Financial Services Inc. 0.82% No change 15,000 $945K
Ausbil Investment Management Ltd 0.44% Reduce -25.0% 15,000 $945K
MADDEN SECURITIES Corp 0.42% No change 15,000 $945K
Nwi Management LP 0.12% No change 15,000 $945K
DAVENPORT & Co LLC 0.01% Add +34.1% 14,931 $941K
Parallel Advisors, LLC 0.02% Reduce -2.4% 14,893 $939K
Investment Management Corp of Ontario 0.03% Add +38.6% 14,734 $929K
Amova Asset Management Americas, Inc. 0.01% Reduce -18.3% 14,673 $925K
Qtron Investments LLC 0.13% No change 14,593 $920K
Blair William & Co. 0.00% Add +66.0% 14,513 $915K
Wahed Invest LLC 0.18% Add +7.0% 14,360 $905K
Wedbush Securities Inc. 0.03% Reduce -8.5% 14,290 $901K
Advisory Services Network, LLC 0.02% Reduce -8.2% 14,283 $900K
Global Retirement Partners, LLC 0.03% Add +58.2% 14,108 $889K
Belpointe Asset Management LLC 0.06% Reduce -13.4% 14,075 $887K
Farther Finance Advisors, LLC 0.04% Add +5.2% 14,041 $883K
Wedmont Private Capital 0.05% Add +0.7% 14,220 $870K
Guardian Wealth Management, Inc. 0.66% New 13,781 $869K
Bessemer Group Inc. 0.00% Add +9.1% 13,677 $862K
Portside Wealth Group, LLC 0.16% Reduce -5.2% 13,644 $860K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.1% 13,580 $856K
CHICAGO TRUST Co NA 0.17% Reduce -0.1% 13,559 $855K
Rathbones Group PLC 0.00% Reduce -5.5% 13,540 $853K
Legacy Wealth Asset Management, LLC 0.24% Reduce -16.3% 13,457 $848K
Greatmark Investment Partners, Inc. 0.12% No change 13,430 $846K
Dumont & Blake Investment Advisors LLC 0.12% Add +99.0% 13,304 $839K
B. Metzler seel. Sohn & Co. AG 0.01% No change 13,295 $838K
Lineweaver Wealth Advisors, LLC 0.17% Add +20.8% 13,244 $835K
Evergreen Wealth Management, LLC 0.55% No change 13,239 $834K
Forum Financial Management, LP 0.02% Reduce -4.1% 13,235 $834K
Patriot Financial Group Insurance Agency, LLC 0.12% Reduce -10.7% 13,206 $832K
Kestra Private Wealth Services, LLC 0.02% Add +13.8% 13,125 $827K
Greenleaf Trust 0.01% Reduce -11.7% 13,008 $820K
HBK Sorce Advisory LLC 0.03% Reduce -1.0% 12,993 $819K
Teacher Retirement System of Texas 0.00% Reduce -22.7% 12,928 $815K
Keybank National Association 0.00% Add +2.1% 12,883 $812K
Burns J W & Co. Inc. 0.11% No change 12,825 $808K
1858 Wealth Management, LLC 0.66% Add +22.1% 12,700 $800K
Vident Advisory, LLC 0.02% Add +9.1% 12,691 $800K
Strategy Asset Managers LLC 0.18% New 13,567 $798K
Modera Wealth Management, LLC 0.01% Add +0.1% 12,517 $789K
Elkhorn Partners Limited Partnership 0.54% Add +525.0% 12,500 $788K
Silvant Capital Management LLC 0.03% No change 12,389 $784K
Cim Investment Management Inc. 0.24% Reduce -1.0% 12,243 $772K
HUB Investment Partners, LLC 0.04% Reduce -1.9% 12,204 $769K
Sanders Morris Harris LLC 0.13% No change 12,203 $769K
Willis Johnson & Associates, Inc. 0.06% Reduce -0.9% 12,194 $769K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -3.1% 12,051 $760K
Silicon Valley Capital Partners 0.10% Add +41.2% 12,009 $757K
Cedar Wealth Management, LLC 0.25% No change 11,988 $756K
Vestcor Inc 0.03% No change 11,938 $752K
Kiley Juergens Wealth Management, LLC 0.21% Add +5.2% 11,879 $749K
Little House Capital LLC 0.23% Add +10.1% 11,841 $746K
One River Asset Management, LLC 0.40% Reduce -32.9% 11,833 $746K
Vise Technologies, Inc. 0.13% Add +30.9% 11,813 $745K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -20.9% 11,660 $735K
Brookstone Capital Management 0.01% Reduce -29.1% 11,629 $734K
Sumitomo Life Insurance Co. 0.02% Reduce -11.8% 11,603 $731K
Mengis Capital Management, Inc. 0.15% No change 11,600 $731K
Carson Advisory Inc. 0.51% Add +2.8% 11,462 $722K
Eight 31 Financial, LLC 0.55% Add +0.0% 11,372 $717K
Glenview Trust Co 0.01% Reduce -11.1% 11,357 $716K
Lazari Capital Management, Inc. 0.32% Reduce -2.5% 11,256 $709K
Signaturefd, LLC 0.01% Add +0.9% 11,111 $700K
Samalin Investment Counsel, LLC 0.33% Add +2.3% 11,062 $697K
Meeder Advisory Services, Inc. 0.05% Add +29.8% 11,034 $695K
Independent Financial Group, LLC 0.03% Add +7.5% 11,007 $694K
Brown Advisory Inc. 0.00% Add +1.1% 10,978 $692K
Laurion Capital Management LP 0.02% New 10,944 $690K
Fifth Third Wealth Advisors LLC 0.05% Add +157.5% 10,868 $685K
AE Wealth Management LLC 0.01% Add +45.1% 10,813 $682K
Kearns & Associates LLC 0.51% No change 10,800 $681K
Horizon Investments, LLC 0.02% Add +0.5% 10,781 $680K
Hardin Capital Partners, LLC 0.44% — 10,765 $679K
Sendero Wealth Management, LLC 0.11% No change 10,688 $674K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -6.0% 10,623 $672K
Paloma Partners Management Co 0.07% Reduce -63.0% 10,650 $671K
Sender Co & Partners, Inc. 0.77% Add +36.7% 10,611 $669K
Founders Financial Alliance, LLC 0.20% Reduce -10.7% 10,548 $665K
Capital Investment Advisory Services, LLC 0.07% Add +13.9% 10,508 $662K
Moneta Group Investment Advisors LLC 0.01% Add +25.3% 10,422 $657K
Fruth Investment Management 0.18% No change 10,353 $652K
Harbor Investment Advisory, LLC 0.07% Reduce -0.9% 10,289 $649K
SignalPoint Asset Management, LLC 0.17% Add +4.2% 10,260 $647K
Readystate Asset Management LP 0.06% New 10,232 $645K
Cardiff Park Advisors, LLC 0.06% Add +0.3% 10,183 $642K
Pinebridge Investments, L.P. 0.01% Reduce -91.0% 10,158 $640K
Beacon Financial Group 0.07% Reduce -12.5% 10,056 $634K
Diversify Wealth Management, LLC 0.08% — 11,269 $633K
Blue Trust, Inc. 0.01% Add +161.3% 9,731 $632K
Glaxis Capital Management, LLC 1.09% New 10,000 $630K
Herr Investment Group LLC 0.19% No change 10,000 $630K
NJ State Employees Deferred Compensation Plan 0.08% No change 10,000 $630K
U S Global Investors Inc. 0.06% No change 10,000 $630K
Foundations Investment Advisors, LLC 0.02% Reduce -1.5% 9,998 $630K
Everhart Financial Group, Inc. 0.16% Reduce -13.1% 9,973 $629K
Private Trust Co. NA 0.07% Reduce -11.8% 9,959 $628K
Fox Hill Wealth Management 0.38% Reduce -0.1% 9,886 $623K
Rakuten Securities, Inc. 0.27% Add +43.2% 9,832 $620K
Trust Co. of Vermont 0.03% Reduce -5.2% 9,794 $617K
Bleakley Financial Group, LLC 0.02% Add +6.6% 9,769 $616K
Simplicity Wealth,LLC 0.01% Add +6.8% 9,764 $615K
Sherbrooke Park Advisers LLC 0.11% Reduce -39.3% 9,760 $615K
Buckingham Strategic Wealth, LLC 0.01% Add +1.3% 9,755 $615K
Well Done, LLC 0.13% Reduce -0.8% 9,745 $614K
Midwest Professional Planners, LTD. 0.20% Add +7.8% 9,722 $613K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +6.2% 9,689 $611K
First Manhattan Co. Llc. 0.00% No change 9,650 $610K
Wealthspire Advisors, LLC 0.01% Add +7.1% 9,637 $607K
Lazard Asset Management LLC 0.00% Reduce -23.3% 9,567 $602K
G&S Capital LLC 0.26% Add +89.7% 9,656 $599K
E&G Advisors, LLC 0.18% Reduce -1.6% 9,453 $596K
Verdence Capital Advisors LLC 0.05% Add +0.1% 9,424 $594K
Aigen Investment Management, LP 0.11% Add +129.1% 9,343 $589K
CTC Alternative Strategies, Ltd. 0.25% New 9,234 $582K
New Capital Management LP 0.18% No change 9,112 $574K
Commerzbank Aktiengesellschaft 0.02% Add +2.0% 9,088 $573K
Park Avenue Securities LLC 0.01% Reduce -3.8% 9,075 $572K
Matthew Goff Investment Advisor, LLC 0.12% No change 9,055 $571K
Sweet Financial Partners, LLC 0.13% No change 9,035 $569K
Wealth Alliance Advisory Group, LLC 0.13% Add +23.3% 8,991 $567K
Baxter Bros Inc. 0.07% Add +4.2% 8,980 $566K
Jacobi Capital Management LLC 0.05% Reduce -4.5% 8,954 $564K
First National Trust Co 0.02% Reduce -1.2% 8,916 $562K
Coldstream Capital Management Inc. 0.01% Reduce -49.1% 8,879 $560K
Drive Wealth Management, LLC 0.15% Add +19.4% 8,834 $559K
Fosun International Ltd 0.19% No change 8,850 $558K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +10.8% 8,846 $558K
Hancock Whitney Corp. 0.02% Reduce -1.6% 8,718 $549K
Bradley Foster & Sargent Inc. 0.01% No change 8,694 $548K
YHB Investment Advisors, Inc. 0.05% Add +0.2% 8,623 $544K
Keene & Associates, Inc. 0.44% Add +10.0% 8,572 $540K
Capital Asset Advisory Services LLC 0.03% Reduce -5.7% 8,785 $536K
Brown Brothers Harriman & Co. 0.00% Reduce -0.0% 8,501 $536K
Rothschild Investment LLC 0.04% Add +4.8% 8,471 $534K
TKG Advisors, LLC 0.29% Add +60.1% 8,447 $532K
Nippon Life Global Investors Americas, Inc. 0.02% Add +9.1% 8,420 $532K
Relative Value Partners Group, LLC 0.07% New 8,444 $532K
Lake Street Private Wealth, LLC 0.07% Add +1.8% 8,444 $532K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +58.1% 8,447 $531K
Fullerton Fund Management Co Ltd. 0.02% New 8,399 $529K
Cranbrook Wealth Management, LLC 0.13% No change 8,352 $526K
Two Sigma Securities, LLC 0.02% Reduce -96.0% 8,295 $523K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.16% New 8,244 $520K
Van Eck Associates Corp. 0.00% Reduce -39.0% 8,233 $519K
Good Life Advisors, LLC 0.04% Add +3.3% 8,166 $515K
NorthRock Partners, LLC 0.02% Reduce -10.2% 8,063 $510K
Ascent Group, LLC 0.04% Add +4.7% 8,067 $508K
Ameliora Wealth Management Ltd. 0.23% Add +11.3% 8,032 $506K
Scissortail Wealth Management, LLC 0.13% No change 8,029 $506K
Meridian Investment Counsel Inc. 0.16% Add +25.5% 8,000 $504K
Traynor Capital Management, Inc. 0.04% New 8,000 $504K
Capital Advisors Inc. 0.01% Add +15.2% 7,952 $501K
Intrust Bank NA 0.05% Add +0.4% 7,942 $501K
Joule Financial, LLC 0.20% Add +2.5% 7,863 $497K
Wellington Shields & Co., LLC 0.16% Reduce -31.0% 7,800 $492K
Nvwm, LLC 0.13% Reduce -63.9% 7,754 $490K
Flaharty Asset Management, LLC 0.07% Add +44.9% 7,728 $487K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +10.3% 7,709 $486K
Teamwork Financial Advisors, LLC 0.07% Reduce -31.8% 7,691 $485K
Stratos Wealth Advisors, LLC 0.02% Reduce -5.6% 7,681 $484K
Modern Wealth Management, LLC 0.04% Add +1.0% 7,624 $481K
Balefire, LLC 0.17% Reduce -4.4% 7,556 $476K
Supplemental Annuity Collective Trust of NJ 0.15% No change 7,500 $473K
Prospera Financial Services Inc 0.01% Add +0.6% 7,475 $471K
First PREMIER Bank 0.13% No change 7,443 $469K
Greenline Partners, LLC 0.07% No change 7,378 $464K
Ameritas Investment Partners, Inc. 0.02% No change 7,339 $463K
Ameritas Advisory Services, LLC 0.02% Reduce -0.4% 7,269 $458K
Ritholtz Wealth Management 0.02% Reduce -19.5% 7,241 $456K
Westport Asset Management Inc. 0.23% No change 7,232 $456K
Auxier Asset Management LLC 0.07% Add +91.5% 7,117 $449K
Wellington Shields Capital Management, LLC 0.08% Reduce -17.1% 7,106 $448K
Kerrisdale Advisers, LLC 0.14% No change 7,050 $444K
Argent Trust Co 0.02% No change 7,022 $443K
KCM Investment Advisors LLC 0.02% Reduce -1.7% 7,007 $442K
Ping Capital Management, Inc. 0.28% — 7,000 $441K
Northstar Group, Inc. 0.09% Add +24.0% 6,987 $440K
Journey Advisory Group, LLC 0.05% Reduce -28.6% 6,985 $440K
Obermeyer Wealth Partners 0.03% No change 6,940 $437K
J.W. Cole Advisors, Inc. 0.02% Reduce -24.8% 6,897 $435K
Moss Adams Wealth Advisors LLC 0.06% Add +0.0% 6,776 $429K
Occudo Quantitative Strategies LP 0.08% New 6,780 $427K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -44.1% 6,774 $427K
Norden Group LLC 0.09% Reduce -7.3% 6,740 $425K
Whittier Trust Co. 0.01% Add +1.7% 6,733 $424K
Marex Group Ltd 0.01% Reduce -18.8% 6,703 $422K
Pring Turner Capital Group Inc. 0.29% Add +33.4% 6,691 $422K
Cigna Investments Inc. 0.08% Reduce -7.6% 6,678 $421K
Pin Oak Investment Advisors Inc. 0.40% No change 6,650 $419K
Prosperity Wealth Management, Inc. 0.21% New 6,636 $418K
Heritage Wealth Management, Inc. 0.14% — 6,768 $418K
Athena Investment Management 0.25% Reduce -0.1% 6,622 $417K
Flputnam Investment Management Co. 0.01% Add +2.8% 6,606 $416K
Alaska Wealth Advisors, LLC 0.06% No change 6,500 $410K
Woodward Diversified Capital, LLC 0.24% Add +7.8% 6,488 $409K
UMB Bank, n.a. 0.01% Reduce -5.3% 6,427 $405K
Court Place Advisors, LLC 0.13% Reduce -7.8% 6,381 $402K
Spire Wealth Management 0.01% Reduce -3.2% 6,379 $402K
Quadcap Wealth Management, LLC 0.07% Add +24.0% 6,374 $402K
Financial Management Network Inc. 0.10% Reduce -0.3% 6,481 $400K
Parkside Financial Bank & Trust 0.06% Reduce -0.9% 6,331 $399K
Fiera Capital Corp 0.00% Reduce -25.0% 6,310 $398K
Bank of Hawaii 0.02% No change 6,233 $393K
Oak Grove Capital LLC 0.10% No change 6,200 $391K
Empire Financial Management Company, LLC 0.13% Add +1.7% 6,133 $387K
Leavell Investment Management, Inc. 0.02% No change 6,041 $382K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.22% Add +300000.0% 6,002 $378K
Harbor Advisors LLC 0.07% No change 6,000 $378K
Washington Trust Bank 0.04% Reduce -1.4% 6,000 $378K
Quadrant Capital Group LLC 0.03% Add +5.2% 5,988 $377K
Wealth Alliance, LLC 0.05% Reduce -2.3% 5,988 $377K
Financial Advocates Investment Management 0.02% Reduce -36.2% 5,945 $375K
Caldwell Trust Co 0.04% No change 5,944 $375K
Old National Bancorp 0.01% Reduce -0.0% 5,929 $374K
Patron Partners, LLC 0.22% Add +61.3% 5,911 $373K
Ironwood Financial, llc 0.08% No change 5,886 $371K
TCI Wealth Advisors, Inc. 0.03% Reduce -3.4% 5,836 $368K
Mgo One Seven LLC 0.02% New 5,826 $367K
Earnest Partners LLC 0.00% Reduce -15.9% 5,763 $363K
Ethic Inc. 0.01% Add +61.7% 5,728 $361K
Alliance Wealth Advisors, LLC 0.11% Add +4.4% 5,685 $358K
Wealthcare Advisory Partners LLC 0.01% Reduce -8.5% 5,661 $357K
Carret Asset Management, LLC 0.04% Add +6.0% 5,646 $356K
Silvercrest Asset Management Group LLC 0.00% No change 5,620 $354K
Threadgill Financial, LLC 0.17% Add +0.1% 5,598 $353K
CKW Financial Group 0.04% No change 5,563 $350K
Capital Investment Advisors, LLC 0.01% Reduce -22.1% 5,499 $347K
Westwood Holdings Group Inc. 0.00% New 5,469 $345K
Dorsey & Whitney Trust CO LLC 0.02% Add +16.8% 5,457 $344K
Fayez Sarofim & Co 0.00% No change 5,451 $344K
Rosenberg Matthew Hamilton 0.10% Reduce -1.5% 5,457 $343K
Compton Wealth Advisory Group, LLC 0.09% No change 5,432 $342K
Chicago Partners Investment Group LLC 0.01% Add +10.1% 5,680 $342K
Everett Harris & Co. 0.00% Add +4.2% 5,415 $341K
Ausdal Financial Partners, Inc. 0.04% Reduce -10.1% 5,393 $340K
Insigneo Advisory Services, LLC 0.04% Reduce -12.0% 6,036 $339K
Merit Financial Group, LLC 0.01% Reduce -3.8% 5,361 $338K
Premier Path Wealth Partners, LLC 0.06% Add +12.1% 5,334 $336K
American State Bank (Iowa) 0.21% Add +1.1% 5,319 $335K
Joel Isaacson & Co., LLC 0.02% Add +0.2% 5,301 $334K
Thoroughbred Financial Services, LLC 0.02% Add +38.2% 5,314 $334K
CoreCommodity Management, LLC 0.13% No change 5,297 $334K
Hikari Tsushin, Inc. 0.03% No change 5,297 $334K
Circle Wealth Management, LLC 0.01% Reduce -11.0% 5,285 $333K
Alpha Cubed Investments, LLC 0.02% Add +2.6% 5,273 $332K
9258 Wealth Management, LLC 0.05% Add +0.1% 5,270 $332K
SVB Wealth LLC 0.01% Reduce -25.1% 5,266 $332K
XR Securities LLC 0.56% Reduce -32.0% 5,255 $331K
Harbour Investments, Inc. 0.01% Reduce -9.1% 5,233 $330K
Gryphon Financial Partners LLC 0.05% Reduce -0.5% 5,228 $330K
Allworth Financial LP 0.00% Add +20.2% 5,219 $329K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,300 $329K
GAMMA Investing LLC 0.04% Add +44.9% 5,193 $327K
Miller Wealth Advisors, LLC 0.18% Reduce -40.1% 5,187 $327K
Tyche Wealth Partners LLC 0.08% Add +7.1% 5,175 $326K
Checchi Capital Advisers, LLC 0.03% Add +13.1% 5,158 $325K
Lion Street Advisors, LLC 0.12% Reduce -9.7% 5,153 $325K
SteelPeak Wealth, LLC 0.02% Add +14.5% 5,109 $323K
RMR Wealth Builders 0.04% Reduce -2.9% 5,110 $322K
Sawyer & Company, Inc 0.13% Reduce -3.8% 5,110 $322K
CapWealth Advisors, LLC 0.04% Reduce -16.4% 5,106 $322K
Levin Capital Strategies, L.P. 0.03% New 5,095 $321K
Freestone Capital Holdings, LLC 0.01% Add +59.9% 5,093 $321K
Clarius Group, LLC 0.02% Add +5.5% 5,081 $320K
Conning Inc. 0.01% Add +4.5% 5,042 $318K
Citizens Financial Group Inc. 0.01% Add +18.5% 5,029 $317K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.9% 5,014 $316K
Journey Strategic Wealth LLC 0.01% New 5,013 $316K
Concourse Financial Group Securities, Inc. 0.02% Reduce -1.5% 4,987 $315K
International Assets Investment Management, LLC 0.03% Add +6.8% 5,001 $315K
Cidel Asset Management Inc. 0.02% Add +7.5% 4,969 $313K
Lake Street Advisors Group, LLC 0.01% Add +1.0% 4,938 $312K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -26.9% 4,954 $311K
Saxon Interests, Inc. 0.15% Reduce -15.2% 4,925 $310K
Insight Advisors, LLC/ PA 0.06% Reduce -5.5% 4,890 $308K
KLCM Advisors, Inc. 0.04% No change 4,889 $308K
Gateway Advisory, LLC 0.05% Add +4.0% 4,847 $306K
Unique Wealth, LLC 0.08% Reduce -0.1% 4,822 $304K
Evergreen Capital Management LLC 0.01% Add +7.3% 4,782 $302K
Alan B Lancz & Associates, Inc. 0.30% — 4,760 $300K
Stephens Inc. 0.00% Reduce -81.6% 4,697 $296K
Strategic Advocates LLC 0.12% Reduce -53.2% 4,671 $294K
Kovack Advisors, Inc. 0.03% Add +0.0% 4,668 $294K
CX Institutional 0.01% Reduce -38.7% 4,657 $294K
Frank, Rimerman Advisors LLC 0.02% New 4,637 $292K
Pacific Global Investment Management Co. 0.06% Add +6.8% 4,608 $290K
Shelton Capital Management 0.01% No change 4,602 $290K
WealthShield Partners, LLC 0.04% Add +29.0% 4,556 $288K
Burney Co./ 0.01% Reduce -13.7% 4,550 $287K
Horizon Kinetics Asset Management LLC 0.01% No change 4,546 $287K
Intellectus Partners, LLC 0.08% New 4,527 $286K
Sonora Investment Management Group, LLC 0.02% No change 4,393 $285K
Emfo, LLC 0.25% Reduce -47.1% 4,500 $284K
Pavion Blue Capital, LLC 0.14% No change 4,469 $282K
Avestar Capital, LLC 0.03% Add +8.6% 4,465 $281K
Seaview Investment Managers LLC 0.08% Reduce -9.9% 4,459 $281K
Banque Cantonale Vaudoise 0.01% Reduce -73.2% 4,450 $280K
Compound Planning, Inc. 0.02% New 4,427 $279K
Weinberger Asset Management, Inc 0.13% Reduce -0.4% 4,422 $279K
Triton Wealth Management, PLLC 0.16% Add +0.0% 4,599 $278K
Herold Advisors, Inc. 0.06% Reduce -4.3% 4,406 $278K
Aaron Wealth Advisors LLC 0.04% Reduce -8.3% 4,400 $277K
Headinvest, LLC 0.05% Reduce -0.9% 4,399 $277K
Family Manage LLC 0.05% Add +2.3% 4,396 $277K
Csenge Advisory Group 0.02% Add +15.8% 4,391 $277K
Trust Co. of Oklahoma 0.10% Reduce -0.0% 4,366 $275K
Outlook Wealth Advisors, LLC 0.09% No change 4,355 $274K
True North Advisors, LLC 0.07% Add +7.1% 4,349 $274K
SpiderRock Advisors, LLC 0.01% Reduce -0.6% 4,335 $273K
Quotient Wealth Partners, LLC 0.01% Reduce -10.6% 4,305 $271K
Triumph Capital Management 0.11% Reduce -30.1% 4,290 $271K
Inspire Advisors, LLC 0.04% Add +18.3% 4,300 $271K
Focus Financial Network, Inc. 0.01% Add +0.4% 4,289 $271K
GM Advisory Group, LLC 0.02% Reduce -35.4% 4,296 $271K
Acorn Financial Advisory Services Inc. 0.05% No change 4,288 $270K
Inspire Investing, LLC 0.03% Reduce -38.1% 4,275 $269K
Cullen/Frost Bankers, Inc. 0.00% Add +36.1% 4,261 $269K
Mission Wealth Management, LP 0.01% Reduce -12.6% 4,251 $268K
Confluence Wealth Services, Inc. 0.02% Add +0.9% 4,240 $267K
National Wealth Management Group, LLC 0.20% New 4,234 $267K
Lanark Financial, Inc. 0.02% Reduce -8.0% 4,226 $266K
Philadelphia Trust Co. 0.02% Add +0.7% 4,215 $266K
Avalon Capital Management 0.08% Reduce -13.7% 4,213 $266K
Smith, Moore & Co. 0.03% Add +0.0% 4,190 $264K
Woodstock Corp. 0.03% Reduce -1.2% 4,165 $263K
Horizon Advisory Services, Inc. 0.13% Add +0.3% 4,163 $262K
Principal Securities, Inc. 0.01% Add +7.9% 4,163 $262K
Copperwynd Financial, LLC 0.09% New 4,301 $262K
Cullinan Associates Inc. 0.01% No change 4,114 $259K
Zacks Investment Management 0.00% Add +0.1% 4,112 $259K
Moody National Bank Trust Division 0.02% Reduce -2.9% 4,109 $259K
XTX Topco Ltd 0.02% New 4,059 $256K
Retirement Planning Group, LLC 0.02% Add +5.3% 4,050 $255K
Verity Asset Management, Inc. 0.10% New 4,044 $255K
Summit Trail Advisors, LLC 0.01% Add +18.1% 4,026 $255K
Wells Trecaso Financial Group, LLC 0.09% No change 4,030 $254K
Atwood & Palmer Inc. 0.02% No change 4,010 $253K
DeepCurrents Investment Group LLC 0.43% No change 4,000 $252K
Mattern Wealth Management LLC 0.06% No change 4,000 $252K
IAG Wealth Partners, LLC 0.05% No change 4,000 $252K
Strid Group, LLC 0.04% Add +0.7% 3,999 $252K
PACK Private Wealth, LLC 0.16% No change 3,990 $251K
Carlson Capital Management 0.01% Add +0.3% 3,960 $250K
Stratos Investment Management, LLC 0.02% Add +3.5% 3,951 $249K
Auxano Advisors, LLC 0.07% Add +16.6% 3,931 $248K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 3,927 $248K
Smith Anglin Financial, LLC 0.03% Reduce -18.1% 3,923 $247K
Chilton Capital Management LLC 0.01% Reduce -32.9% 3,915 $247K
Councilmark Asset Management, LLC 0.17% No change 3,915 $247K
Aspiriant, LLC 0.01% Reduce -10.8% 3,900 $246K
Perennial Investment Advisors, LLC 0.04% Reduce -7.3% 3,891 $245K
FSM Wealth Advisors, LLC 0.08% Reduce -0.2% 3,858 $243K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +22.2% 3,837 $242K
Foster Victor Wealth Advisors, LLC 0.02% New 3,888 $242K
Choate Investment Advisors 0.01% No change 3,812 $240K
Liberty One Investment Management, LLC 0.03% Add +77.4% 3,800 $240K
Graham Capital Management, L.P. 0.02% Reduce -87.2% 3,805 $240K
Bennett Selby Investments LP 0.11% Add +20.0% 3,784 $239K
Segment Wealth Management, LLC 0.02% Reduce -30.1% 3,777 $238K
Rockland Trust Co. 0.01% No change 3,774 $238K
Integrated Advisors Network LLC 0.01% Add +3.7% 3,768 $238K
Alera Investment Advisors, LLC 0.03% New 3,768 $237K
Arete Wealth Advisors, LLC 0.02% New 3,763 $237K
Synovus Financial Corp. 0.00% Add +10.6% 3,746 $236K
Hilltop Holdings Inc. 0.03% Reduce -6.6% 3,743 $236K
Wealthspire Retirement, LLC 0.02% Add +0.3% 3,733 $235K
Berger Financial Group, Inc 0.02% New 3,728 $235K
Verus Capital Partners, LLC 0.02% Reduce -6.1% 3,706 $234K
Essex Financial Services, Inc. 0.02% Add +16.1% 3,947 $231K
Brighton Jones LLC 0.01% Add +4.2% 3,634 $229K
Congress Park Capital LLC 0.09% Reduce -2.3% 3,623 $228K
Fiduciary Trust Co 0.00% Add +1.5% 3,609 $227K
Cary Street Partners Investment Advisory LLC 0.01% Add +7.7% 3,594 $227K
Mutual Advisors, LLC 0.01% Reduce -11.1% 3,757 $226K
Tsfg, LLC 0.05% Add +0.3% 3,581 $226K
Exencial Wealth Advisors, LLC 0.01% Add +0.0% 3,549 $224K
Pitcairn Co. 0.01% Reduce -21.0% 3,546 $224K
Eads & Heald Wealth Management 0.11% Reduce -4.1% 3,540 $223K
TFB Advisors LLC 0.07% New 3,538 $223K
Andina Capital Management, LLC 0.17% Add +4.0% 3,532 $223K
V-Square Quantitative Management LLC 0.04% Add +9.9% 3,519 $222K
Peirce Capital Management, LLC 0.12% Reduce -16.9% 3,517 $222K
Mesirow Financial Investment Management, Inc. 0.01% New 3,514 $222K
Oxbow Advisors, LLC 0.03% Reduce -41.6% 3,515 $222K
Dudley Capital Management, LLC 0.12% No change 3,500 $221K
Apella Capital, LLC 0.01% Add +6.2% 3,602 $220K
EP Wealth Advisors, LLC 0.00% Reduce -35.2% 3,485 $220K
Redwood Wealth Management Group, LLC 0.17% Add +0.2% 3,483 $220K
Trust Point Inc. 0.02% Reduce -5.1% 3,442 $217K
Sage Mountain Advisors LLC 0.02% Reduce -13.7% 3,441 $217K
Courier Capital LLC 0.02% No change 3,440 $217K
Banco Santander, S.A. 0.00% Reduce -97.5% 3,430 $216K
Eubel Brady & Suttman Asset Management Inc. 0.03% New 3,434 $216K
Regions Financial Corp. 0.00% Reduce -23.9% 3,420 $216K
Fidelis Capital Partners, LLC 0.03% Add +1.3% 3,838 $215K
WR Wealth Planners, LLC 0.07% Add +12.9% 3,410 $215K
Anson Capital, Inc. 0.21% New 3,410 $215K
Intrua Financial, LLC 0.03% Reduce -67.0% 3,404 $215K
L2 Asset Management, LLC 0.06% New 3,400 $214K
Parsons Capital Management Inc. 0.01% Reduce -2.6% 3,394 $214K
Concurrent Investment Advisors, LLC 0.01% New 3,373 $213K
Baker Tilly Wealth Management, LLC 0.09% Reduce -82.8% 3,355 $211K
Regatta Capital Group, LLC 0.05% No change 3,323 $209K
Ballentine Partners, LLC 0.00% Add +0.1% 3,320 $209K
Klingenstein Fields & Co. LP 0.01% No change 3,311 $209K
Clear Creek Financial Management, LLC 0.03% New 3,302 $208K
S.A. Mason LLC 0.12% No change 3,271 $206K
Marathon Trading Investment Management LLC 0.06% Reduce -8.1% 3,271 $206K
Sprott Inc. 0.02% No change 3,256 $205K
Regal Investment Advisors LLC 0.01% Reduce -28.1% 3,173 $200K
Jamison Private Wealth Management, Inc. 0.03% Add +52.1% 3,055 $193K
Sunbelt Securities, Inc. 0.02% Add +3.6% 3,044 $192K
Arax Advisory Partners 0.02% Add +0.6% 3,006 $189K
Peoples Bank 0.15% No change 3,000 $189K
Edmond DE Rothschild Holding S.A. 0.00% New 2,950 $186K
Sentry Investment Management LLC 0.08% Reduce -17.0% 2,886 $182K
Creekmur Asset Management LLC 0.05% Reduce -37.1% 2,838 $179K
Glen Eagle Advisors, LLC 0.03% Reduce -3.2% 2,832 $179K
Addison Advisors LLC 0.06% Reduce -35.7% 2,829 $178K
Archer Investment Corp 0.05% Add +23.5% 2,802 $177K
Citizens National Bank Trust Department 0.04% No change 2,787 $176K
Colonial Trust Advisors 0.02% Reduce -0.1% 2,751 $173K
CENTRAL TRUST Co 0.00% Add +4.3% 2,738 $173K
Gilliland Jeter Wealth Management LLC 0.06% Add +0.0% 2,595 $164K
Investors Research Corp 0.04% No change 2,552 $161K
TD Capital Management LLC 0.02% Add +0.0% 2,538 $160K
Colonial Trust Co / SC 0.03% Reduce -38.6% 2,526 $159K
Cromwell Holdings LLC 0.10% — 2,510 $159K
Armstrong Advisory Group, Inc. 0.01% Add +103.7% 2,473 $156K
Byrne Asset Management LLC 0.13% Add +551.5% 2,469 $154K
Vestor Capital, LLC 0.01% No change 2,446 $154K
William B. Walkup & Associates, Inc. 0.10% — 2,301 $145K
Ancora Advisors LLC 0.00% Add +5.6% 2,292 $144K
Hobbs Group Advisors, LLC 0.05% — 2,862 $144K
Centaurus Financial, Inc. 0.01% Add +7.1% 2,265 $143K
Beacon Capital Management, LLC 0.03% Add +0.1% 2,229 $140K
Peoples Financial Services Corp. 0.06% No change 2,199 $139K
Sound Income Strategies, LLC 0.01% Add +17.4% 2,163 $136K
Alta Advisers Ltd 0.06% Reduce -20.0% 2,000 $126K
Avalon Trust Co 0.01% No change 2,000 $126K
HBC Financial Services, PLLC 0.08% Add +3333.3% 2,060 $123K
Bollard Group LLC 0.00% No change 1,957 $123K
Geneos Wealth Management Inc. 0.01% Add +8.9% 1,932 $122K
DT Investment Partners, LLC 0.01% No change 1,887 $119K
Smartleaf Asset Management LLC 0.02% Add +67.8% 1,889 $118K
Lindbrook Capital, LLC 0.01% Add +12.7% 1,815 $114K
Capstone Investment Advisors, LLC 0.01% Reduce -82.8% 1,810 $114K
Strategic Investment Solutions, Inc. 0.04% — 1,898 $110K
Nemes Rush Group LLC 0.01% Add +9.6% 1,718 $108K
Eagle Bay Advisors LLC 0.06% Reduce -28.0% 1,686 $107K
Larson Financial Group LLC 0.01% Add +0.3% 1,661 $105K
First United Bank & Trust 0.04% No change 1,650 $104K
Venturi Wealth Management, LLC 0.01% Add +37.6% 1,642 $103K
St Germain D J Co. Inc. 0.01% No change 1,638 $103K
Sittner & Nelson, LLC 0.05% No change 1,603 $101K
Jones Financial Companies LLLP 0.00% Add +1077.2% 1,601 $101K
Plante Moran Financial Advisors, LLC 0.01% Add +60.0% 1,600 $101K
First Horizon Advisors, Inc. 0.00% Reduce -34.5% 1,573 $99K
Ceeto Capital Group, LLC 0.04% No change 1,500 $95K
Princeton Global Asset Management LLC 0.02% No change 1,500 $95K
Tompkins Financial Corp. 0.01% Reduce -21.3% 1,476 $93K
Tobam 0.01% Reduce -90.5% 1,478 $93K
Laffer Tengler Investments, Inc. 0.02% No change 1,473 $93K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.9% 1,467 $92K
M&R Capital Management Inc. 0.02% Add +0.2% 1,463 $92K
Kessler Investment Group, LLC 0.05% No change 1,450 $91K
Federated Hermes, Inc. 0.00% Reduce -59.9% 1,403 $88K
Opal Wealth Advisors, LLC 0.03% New 1,394 $88K
Anchor Investment Management, LLC 0.01% Reduce -32.4% 1,385 $87K
Carolinas Wealth Consulting LLC 0.02% Reduce -49.7% 1,348 $85K
Harvest Fund Management Co., Ltd 0.01% Reduce -4.6% 1,314 $83K
Continuum Advisory, LLC 0.01% Add +8.3% 1,308 $82K
Chris Bulman Inc 0.06% — 1,303 $82K
Tacita Capital Inc 0.06% Add +30.8% 1,301 $82K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 1,277 $80K
AdvisorNet Financial, Inc 0.01% Add +1.1% 1,275 $80K
Sandy Spring Bank 0.00% Add +3.1% 1,240 $78K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,237 $78K
Canton Hathaway, LLC 0.02% Reduce -44.7% 1,236 $78K
Centennial Bank 0.04% No change 1,229 $77K
SouthState Bank Corp 0.01% Add +81.7% 1,221 $77K
Knott David M Jr 0.03% No change 1,249 $71K
Covestor Ltd 0.05% Reduce -35.9% 1,105 $70K
Assetmark, Inc. 0.00% Reduce -4.0% 1,031 $65K
Indiana Trust & Investment Management Co 0.02% Add +144.9% 1,014 $64K
Arlington Trust Co LLC 0.01% No change 1,010 $64K
Mb, Levis & Associates, LLC 0.03% Add +0.3% 1,006 $63K
Global Wealth Strategies & Associates 0.02% No change 1,003 $63K
Trivant Custom Portfolio Group, LLC 0.04% No change 1,000 $63K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -67.0% 899 $63K
McIlrath & Eck, LLC 0.01% Add +62.4% 997 $63K
First Command Advisory Services, Inc. 0.00% Reduce -9.2% 990 $62K
Pinnacle Bancorp, Inc. 0.02% Add +5.6% 977 $62K
NFSG Corp 0.02% Add +94.2% 975 $61K
Montag A & Associates Inc. 0.00% No change 971 $61K
HM Payson & Co. 0.00% No change 950 $60K
Key Financial Inc 0.01% Add +255.8% 943 $59K
Deseret Mutual Benefit Administrators 0.03% Add +22.6% 916 $58K
Global Trust Asset Management, LLC 0.02% No change 914 $58K
LRI Investments, LLC 0.01% Add +34.6% 906 $57K
Hexagon Capital Partners LLC 0.01% Add +119.0% 876 $55K
Quent Capital, LLC 0.01% Add +58.0% 874 $55K
Fortis Group Advisors, LLC 0.01% No change 860 $54K
Coppell Advisory Solutions LLC 0.01% — 825 $52K
Riverview Trust Co 0.05% Reduce -16.7% 813 $51K
GW&K Investment Management, LLC 0.00% Add +4.3% 815 $51K
Bogart Wealth, LLC 0.00% Add +152.7% 796 $50K
Whittier Trust Co. of Nevada Inc. 0.00% Add +52.1% 791 $50K
Rational Advisors, Inc. 0.01% Reduce -4.4% 789 $50K
Asset Dedication, LLC 0.00% Add +4.2% 772 $49K
CVA Family Office, LLC 0.01% Add +19.4% 750 $47K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +0.1% 740 $47K
Financial Network Wealth Advisors LLC 0.03% New 731 $46K
Gables Capital Management Inc. 0.02% Add +517.2% 716 $45K
Wolff Wiese Magana LLC 0.04% Add +1.4% 713 $45K
Prestige Wealth Management Group LLC 0.01% Add +2.3% 710 $45K
Creative Financial Designs Inc. 0.00% Add +131.9% 712 $45K
JFS Wealth Advisors, LLC 0.00% Reduce -1.1% 704 $44K
First Pacific Financial 0.01% Add +0.3% 700 $44K
Manchester Capital Management LLC 0.01% Add +150.7% 682 $43K
Salomon & Ludwin, LLC 0.00% Reduce -5.7% 665 $42K
Concord Wealth Partners 0.01% No change 653 $41K
Blume Capital Management, Inc. 0.01% Reduce -18.8% 650 $41K
American National Bank & Trust 0.01% Reduce -45.9% 646 $41K
Luken Investment Analytics, LLC 0.02% No change 640 $40K
Gradient Investments LLC 0.00% No change 634 $40K
Register Financial Advisors LLC 0.02% No change 613 $39K
Founders Capital Management 0.02% No change 600 $38K
Catalyst Funds Management Pty Ltd 0.01% New 600 $38K
Webster Bank, N. A. 0.00% No change 600 $38K
Western Pacific Wealth Management, LP 0.03% New 599 $38K
Ashton Thomas Private Wealth, LLC 0.00% New 594 $37K
Caldwell Sutter Capital, Inc. 0.02% No change 587 $37K
Arrow Financial Corp 0.00% No change 582 $37K
Criterion Capital Advisors, LLC 0.02% No change 570 $36K
Zions Bancorporation, N.A. 0.00% Add +9.9% 556 $35K
CNB Bank 0.02% Add +4.8% 542 $34K
Clearstead Trust, LLC 0.01% New 541 $34K
Cyrus J. Lawrence, LLC 0.01% No change 530 $33K
Crewe Advisors LLC 0.00% Reduce -11.4% 513 $32K
Ransom Advisory, Ltd 0.02% No change 500 $32K
PSI Advisors, LLC 0.01% No change 500 $32K
City State Bank 0.01% No change 488 $31K
Westside Investment Management, Inc. 0.01% No change 480 $30K
Briaud Financial Planning Inc 0.02% Add +5.4% 465 $29K
NewSquare Capital LLC 0.00% No change 450 $28K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +11.3% 445 $28K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -30.8% 426 $27K
Orion Capital Management LLC 0.01% No change 420 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -6.3% 416 $26K
Johnson Financial Group, Inc. 0.00% Add +120.2% 392 $25K
Investment Research & Advisory Group, Inc. 0.01% No change 389 $25K
MV Capital Management, Inc. 0.00% Add +0.8% 380 $24K
Oakworth Capital, Inc. 0.00% Reduce -44.6% 372 $23K
Motco 0.00% Add +748.8% 365 $23K
Avion Wealth 0.01% Add +2.2% 370 $23K
WFA of San Diego, LLC 0.02% — 363 $23K
Tyler-Stone Wealth Management 0.01% Add +38.8% 358 $23K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 350 $22K
Smithfield Trust Co 0.00% No change 350 $22K
Rise Advisors, LLC 0.01% Reduce -2.6% 340 $21K
Estabrook Capital Management 0.00% No change 339 $21K
HHM Wealth Advisors, LLC 0.00% Add +169.6% 337 $21K
Financial Management Professionals, Inc. 0.00% Add +3.1% 337 $21K
Triad Wealth Partners, LLC 0.01% New 328 $21K
Chesapeake Asset Management LLC 0.02% No change 325 $21K
VitalStone Financial, LLC 0.01% Add +0.6% 318 $20K
Valley National Advisers Inc. 0.00% Reduce -1.5% 323 $20K
Trust Co 0.00% No change 308 $19K
SWS Partners 0.01% New 300 $19K
Family Firm, Inc. 0.00% New 290 $18K
ORG Partners LLC 0.00% New 289 $18K
Private Wealth Management Group, LLC 0.01% No change 286 $18K
Bank & Trust Co 0.01% — 280 $18K
Grove Bank & Trust 0.00% No change 279 $18K
Tidemark, LLC 0.01% Add +0.4% 279 $18K
Hollencrest Capital Management 0.00% Add +22.5% 272 $17K
Janiczek Wealth Management, LLC 0.00% No change 269 $17K
Birchbrook, Inc. 0.01% No change 258 $16K
Creative Capital Management Investments LLC 0.01% No change 253 $16K
Raleigh Capital Management Inc. 0.01% Add +0.4% 247 $16K
GHP Investment Advisors, Inc. 0.00% Add +161.3% 243 $15K
TLW Wealth Management, LLC 0.01% Reduce -50.0% 236 $15K
TrinityBridge Ltd 0.00% No change 220 $14K
Halpern Financial, Inc. 0.00% Reduce -66.6% 222 $14K
Gen-Wealth Partners Inc 0.01% No change 217 $14K
Fairway Wealth LLC 0.01% New 210 $13K
Wetzel Investment Advisors, Inc. 0.01% No change 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
Olistico Wealth, LLC 0.01% New 200 $13K
Maryland Capital Advisors Inc. 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 0.00% No change 200 $13K
Stephens Consulting, LLC 0.00% No change 200 $13K
Compass Wealth Management LLC 0.00% New 200 $13K
Godsey & Gibb, Inc. 0.00% No change 200 $13K
Kimelman & Baird, LLC 0.00% — 200 $13K
First Financial Corp. 0.01% No change 200 $13K
Park Place Capital Corp 0.00% No change 199 $13K
Great Lakes Retirement, Inc. 0.00% New 196 $12K
WASHINGTON TRUST Co 0.00% Add +18.2% 195 $12K
Fortitude Family Office, LLC 0.01% Add +46.1% 190 $12K
Adirondack Trust Co. 0.00% Add +8.6% 190 $12K
True Wealth Design, LLC 0.00% Add +7.4% 188 $12K
Pingora Partners LLC 0.01% No change 180 $11K
Hanson & Doremus Investment Management 0.00% No change 175 $11K
Tucker Asset Management LLC 0.00% Add +74.0% 174 $11K
Versant Capital Management, Inc 0.00% Add +131.1% 171 $11K
EnRich Financial Partners LLC 0.00% Reduce -11.5% 170 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 170 $11K
Bare Financial Services, Inc 0.01% No change 171 $10K
Strengthening Families & Communities, LLC 0.00% New 156 $10K
GoalVest Advisory LLC 0.00% No change 153 $10K
Duncker Streett & Co. Inc. 0.00% No change 150 $9K
RE Dickinson Investment Advisors, LLC 0.01% Add +17.6% 147 $9K
New Age Alpha Advisors, LLC 0.00% New 141 $9K
Brown, Lisle/Cummings, Inc. 0.00% No change 140 $9K
Washington Trust Advisors, Inc. 0.00% New 133 $8K
Raffa Wealth Management, LLC 0.00% Add +370.4% 127 $8K
Aspect Partners, LLC 0.00% 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
Winch Advisory Services, LLC 0.00% No change 113 $7K
Abound Wealth Management 0.00% Reduce -7.4% 113 $7K
SJS Investment Consulting Inc. 0.00% Add +1.8% 113 $7K
Ridgewood Investments LLC 0.00% New 113 $7K
Capital Advisors, Ltd. LLC 0.00% Add +19.6% 110 $7K
Valley Wealth Managers, Inc. 0.00% New 110 $7K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -21.5% 102 $6K
Bell Investment Advisors, Inc 0.00% Add +7.5% 101 $6K
Caitlin John, LLC 0.00% No change 100 $6K
Barrett & Company, Inc. 0.00% No change 100 $6K
Your Advocates Ltd., LLP 0.00% New 100 $6K
Towne Trust Company, N.A 0.00% No change 100 $6K
Pathway Financial Advisers, LLC 0.00% New 100 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 98 $6K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 88 $6K
Sachetta, LLC 0.00% Add +78.4% 91 $5K
Northwest Bank & Trust Co 0.00% No change 86 $5K
Central Bank & Trust Co. 0.00% Reduce -40.3% 83 $5K
Frazier Financial Advisors, LLC 0.00% Reduce -25.4% 82 $5K
Delta Asset Management LLC 0.00% Add +161.3% 81 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -35.7% 81 $5K
Financial Connections Group, Inc. 0.00% New 80 $5K
Capital Analysts, LLC 0.00% Add +400.0% 85 $5K
Penserra Capital Management LLC 0.00% No change 72 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +29.5% 79 $5K
SOA Wealth Advisors, LLC. 0.00% No change 78 $5K
Laurel Wealth Advisors LLC 0.00% Reduce -91.9% 75 $5K
Delos Wealth Advisors, LLC 0.00% Reduce -14.1% 73 $5K
JNBA Financial Advisors 0.00% No change 69 $4K
Valued Wealth Advisors LLC 0.00% Add +38.8% 68 $4K
Kelly Financial Services LLC 0.00% Add +35.6% 61 $4K
Unique Wealth Strategies, LLC 0.00% New 57 $4K
Atlas Capital Advisors Inc. 0.00% No change 56 $4K
Plato Investment Management Ltd 0.00% Reduce -53.0% 54 $3K
New England Capital Financial Advisors LLC 0.00% No change 52 $3K
PayPay Securities Corp 0.27% Add +4.0% 52 $3K
Benjamin F. Edwards & Company, Inc. 0.00% No change 45 $3K
Highline Wealth Partners LLC 0.00% New 45 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -31.8% 43 $3K
Red Tortoise LLC 0.00% No change 43 $3K
North Star Investment Management Corp. 0.00% No change 39 $2K
Dunhill Financial, LLC 0.00% Add +58.3% 38 $2K
Pineridge Advisors LLC 0.00% No change 37 $2K
West Paces Advisors Inc. 0.00% No change 35 $2K
Trifecta Capital Advisors, LLC 0.00% No change 33 $2K
Cornerstone Planning Group LLC 0.00% Add +227.3% 36 $2K
Boyd Watterson Asset Management LLC 0.00% No change 27 $2K
RFP Financial Group LLC 0.00% No change 24 $2K
Strategic Financial Concepts, LLC 0.00% New 83,604 $1K
Richardson Financial Services Inc. 0.00% New 20 $1K
Glass Jacobson Investment Advisors llc 0.00% Reduce -79.5% 18 $1K
Pacific Center for Financial Services 0.00% No change 17 $1K
MCF Advisors LLC 0.00% No change 16 $1K
Castleview Partners, LLC 0.00% No change 16 $1K
Iron Horse Wealth Management, LLC 0.00% No change 16 $981
FinTrust Capital Advisors, LLC 0.00% New 14 $883
New Millennium Group LLC 0.00% New 14 $882
Tortoise Investment Management, LLC 0.00% New 14 $882
HighMark Wealth Management LLC 0.00% No change 12 $774
MeadowBrook Investment Advisors LLC 0.00% No change 12 $756
Sugarloaf Wealth Management, LLC 0.00% Reduce -86.2% 8 $504
Camelot Portfolios, LLC 0.00% New 5 $315
Core Alternative Capital 0.00% No change 5 $315
TFC Financial Management, Inc. 0.00% No change 3 $190
Planning Capital Management Corp 0.00% New 2 $127
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2 $127
Westend Capital Management, LLC 0.00% New 1 $63
Roble, Belko & Company, Inc 0.00% No change 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.