PaychexPAYX

13F holders, Q3 2025 (September 30)
1,619holders −55
113new positions
159sold out
10famous investors
$126.67avg. 13F price*

At the end of Q3 2025, 1,619 institutions reported holding Paychex Inc. (PAYX) in their 13F filings, down 55 from Q2 2025. 113 opened new positions and 159 sold out. The largest holders were Vanguard Group Inc. ($4.8B), BlackRock, Inc. ($3.5B) and Capital International Investors ($2.4B). 10 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Tom Gayner (0.2% of Markel Group's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Paychex Inc.
Sector
Industrials
CUSIP
704326107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions113$653.9M
Exits159$171.4M

All 13F filers, Q2 2025 → Q3 2025: 19,924,151 shares bought and 24,579,999 shares sold, net −4,655,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,619 holders

Vanguard Group Inc. 0.07% Add +17.2% 37,765,468 $4.8B
BlackRock, Inc. 0.06% Add +2.2% 27,967,916 $3.5B
Capital International Investors 0.39% Reduce -15.5% 19,021,879 $2.4B
State Street Corp. 0.06% Reduce -2.1% 13,772,348 $1.7B
Charles Schwab Investment Management Inc. 0.23% Add +2.3% 11,287,021 $1.4B
Geode Capital Management, LLC 0.08% Reduce -5.5% 9,626,664 $1.2B
Wells Fargo & Company 0.23% Reduce -1.8% 8,812,159 $1.1B
Bank of America Corp. 0.05% Reduce -2.9% 5,637,332 $714.6M
Bank of New York Mellon Corp 0.13% Reduce -35.8% 5,584,032 $707.8M
Morgan Stanley 0.04% Add +3.2% 4,863,630 $616.5M
Northern Trust Corp. 0.07% Reduce -10.3% 4,424,853 $560.9M
Select Equity Group, L.P. 2.36% Add +7.6% 4,357,641 $552.4M
Invesco Ltd. 0.09% Reduce -2.1% 4,291,672 $544.0M
Dimensional Fund Advisors LP 0.08% Add +1.1% 2,805,391 $355.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -28.2% 2,731,878 $346.3M
Goldman Sachs Group Inc. 0.05% Add +2.2% 2,693,709 $341.5M
UBS Group AG 0.07% Reduce -6.8% 2,641,579 $334.8M
Legal & General Group Plc 0.07% Reduce -5.8% 2,421,968 $307.0M
Ameriprise Financial Inc. 0.06% Reduce -11.2% 2,025,524 $254.2M
Envestnet Asset Management Inc. 0.07% Add +1.6% 1,979,330 $250.9M
Barclays PLC 0.09% Add +38.1% 1,856,157 $235.3M
First Trust Advisors LP 0.17% Reduce -2.5% 1,813,131 $229.8M
Bahl & Gaynor LLC 1.10% Reduce -3.2% 1,746,330 $221.4M
Amundi 0.07% Add +29.3% 1,761,962 $219.1M
Guinness Asset Management LTD 3.35% Add +0.3% 1,635,852 $210.3M
JPMorgan Chase & Co. 0.01% Reduce -35.3% 1,645,897 $208.6M
Deutsche Bank AG 0.07% Add +40.6% 1,530,345 $194.0M
London Co. of Virginia 1.06% Reduce -1.7% 1,520,512 $192.7M
Capital Research Global Investors 0.04% Reduce 0.0% 1,519,430 $192.6M
Worldquant Millennium Advisors LLC 0.71% New 1,297,150 $164.4M
Hamlin Capital Management, LLC 3.72% Add +0.4% 1,290,431 $163.6M
Royal Bank of Canada 0.03% Reduce -34.4% 1,267,921 $160.7M
Nordea Investment Management AB 0.14% Add +49.0% 1,260,376 $155.3M
Neuberger Berman Group LLC 0.11% Reduce -9.7% 1,142,296 $144.9M
FIL Ltd 0.11% Reduce -33.6% 1,118,219 $141.7M
Raymond James Financial Inc. 0.04% Reduce -3.4% 1,047,244 $132.7M
Confluence Investment Management LLC 1.86% Reduce -1.7% 1,027,260 $130.2M
California Public Employees Retirement System 0.08% Reduce -17.3% 1,014,929 $128.7M
PNC Financial Services Group, Inc. 0.08% Add +38.2% 978,091 $124.0M
Millennium Management 0.10% Add +1375.2% 966,656 $122.5M
Swiss National Bank 0.07% Reduce -4.8% 934,500 $118.5M
Voloridge Investment Management, LLC 0.40% New 929,385 $117.8M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -1.1% 883,185 $112.0M
Nuveen, LLC 0.03% Reduce -2.6% 873,051 $110.7M
Stifel Financial Corp. 0.10% Add +9.3% 868,230 $110.1M
TD Asset Management Inc 0.09% Reduce -47.0% 864,676 $109.6M
McDonald Capital Investors Inc. 6.76% Reduce -1.9% 857,899 $108.7M
Assenagon Asset Management S.A. 0.16% Add +209.1% 838,679 $106.3M
Baird Financial Group, Inc. 0.17% Reduce -1.2% 824,422 $104.5M
Citigroup Inc. 0.07% Reduce -3.4% 817,443 $103.6M
Franklin Resources Inc. 0.03% Reduce -2.8% 799,860 $101.4M
Corient Private Wealth LP 0.16% Reduce -4.4% 787,242 $99.8M
LPL Financial LLC 0.03% Add +5.1% 764,739 $96.9M
HSBC Holdings PLC 0.06% Reduce -5.3% 757,755 $95.8M
Qube Research & Technologies Ltd 0.13% New 748,304 $94.9M
Epoch Investment Partners, Inc. 0.48% Reduce -57.5% 695,347 $88.1M
Rhumbline Advisers 0.07% Reduce -3.3% 691,463 $87.6M
Alliancebernstein L.P. 0.03% Add +46.0% 678,423 $86.0M
CANADA LIFE ASSURANCE Co 0.12% Reduce -3.6% 667,611 $85.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +4.0% 671,053 $85.1M
FMR LLC 0.00% Reduce -26.6% 659,944 $83.7M
Swiss Life Asset Management Ltd 0.43% Reduce -1.1% 651,002 $82.5M
T. Rowe Price Associates Inc. 0.01% Reduce -15.4% 641,256 $81.3M
Troy Asset Management Ltd 1.94% Reduce -3.6% 596,435 $75.6M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Reduce -32.9% 576,201 $73.0M
Miller Howard Investments Inc. 2.10% Reduce -0.1% 544,020 $69.0M
California State Teachers Retirement System 0.07% Reduce -0.3% 532,972 $67.6M
AXA Investment Managers S.A. 0.18% — 532,371 $67.5M
National Bank of Canada 0.07% Add +38.1% 521,415 $66.1M
DekaBank Deutsche Girozentrale 0.11% No change 494,586 $63.2M
National Pension Service 0.05% Add +2.9% 489,900 $62.1M
Wedge Capital Management L L P 1.02% Add +20.2% 476,943 $60.5M
Mariner, LLC 0.08% Reduce -3.8% 476,128 $60.4M
Storebrand Asset Management As 0.16% Add +94.8% 464,640 $58.9M
ProShare Advisors LLC 0.12% Reduce -16.9% 454,909 $57.7M
Mirae Asset Global Investments Co., Ltd. 0.18% Add +2.5% 445,454 $56.5M
Capital World Investors 0.01% Reduce -70.5% 440,000 $55.8M
Donaldson Capital Management, LLC 1.70% Reduce -1.5% 423,197 $53.6M
Fenimore Asset Management Inc 1.08% Add +0.1% 423,118 $53.6M
Old Republic International Corp. 1.99% No change 423,100 $53.6M
Bank of Montreal 0.02% Reduce -14.6% 420,343 $53.3M
Victory Capital Management Inc. 0.03% Add +36.0% 417,087 $52.9M
Nomura Asset Management Co. Ltd. 0.14% Reduce -1.5% 411,241 $52.1M
Welch Group, LLC 2.01% Add +2.0% 406,394 $51.5M
Principal Financial Group Inc. 0.03% Reduce -3.9% 390,789 $49.5M
D. E. Shaw & Co. 0.04% New 377,137 $47.8M
Grandfield & Dodd, LLC 2.70% Add +0.0% 375,668 $47.6M
Welch & Forbes LLC 0.57% Reduce -0.6% 371,545 $47.1M
Man Group plc 0.09% Add +266.2% 369,394 $46.8M
&partners 0.30% Add +6.1% 369,565 $46.8M
Cerity Partners LLC 0.07% Add +1.0% 357,225 $45.3M
Mawer Investment Management Ltd. 0.22% Reduce -17.0% 338,331 $42.9M
MML Investors Services, LLC 0.11% Reduce -1.5% 335,685 $42.6M
BNP Paribas Financial Markets 0.03% Reduce -29.1% 332,395 $42.1M
Fort Washington Investment Advisors Inc. 0.23% Add +0.8% 330,270 $41.9M
Willis Investment Counsel 2.23% Add +0.0% 321,133 $40.7M
BI Asset Management Fondsmaeglerselskab A/S 0.36% Reduce -4.0% 326,711 $39.7M
Russell Investments Group, Ltd. 0.05% Add +10.1% 312,141 $39.6M
Sei Investments Co. 0.04% Add +97.9% 310,138 $39.3M
GW&K Investment Management, LLC 0.35% Reduce -1.1% 309,288 $39.2M
Baillie Gifford & Co. 0.03% Reduce -3.0% 308,805 $39.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Add +12.5% 306,514 $38.9M
Renaissance Technologies 0.05% New 304,201 $38.6M
Capital Advisors Inc. 0.63% Add +6.8% 296,723 $37.6M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -8.8% 295,146 $37.4M
State Board of Administration of Florida Retirement System 0.06% Reduce -7.7% 290,356 $36.8M
New York State Teachers Retirement System 0.07% Add +0.0% 287,289 $36.4M
Macquarie Group Ltd. 0.04% Reduce -0.8% 285,553 $36.2M
Canada Pension Plan Investment Board 0.02% Add +1.2% 273,789 $34.7M
Tudor Investment Corporation 0.23% Add +250.2% 271,571 $34.4M
APG Asset Management N.V. 0.10% Reduce -0.2% 317,291 $34.2M
Pictet Asset Management Holding SA 0.03% Reduce -15.7% 263,063 $33.4M
Commonwealth Equity Services, LLC 0.04% Reduce -4.0% 258,205 $32.7M
Aviva PLC 0.06% Add +5.0% 257,657 $32.7M
Marshall Wace, LLP 0.04% Reduce -76.3% 255,460 $32.4M
Schroder Investment Management Group 0.03% Reduce -77.0% 255,069 $32.3M
Janney Montgomery Scott LLC 0.08% Reduce -1.8% 254,259 $32.2M
Parthenon LLC 3.47% Reduce -1.2% 246,804 $31.3M
Conning Inc. 1.08% Add +13.5% 244,096 $30.9M
Susquehanna International Group, LLP 0.05% Add +81.3% 243,418 $30.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -11.7% 242,463 $30.7M
Aberdeen Group plc 0.05% Reduce -3.2% 246,915 $30.7M
Capital International, Inc. 0.25% Add +15.8% 241,308 $30.6M
Alps Advisors Inc. 0.17% Add +20.6% 240,564 $30.5M
Glenmede Investment Management, LP 0.14% Add +6.2% 237,026 $30.0M
Hancock Whitney Corp. 0.52% Reduce -2.4% 226,971 $28.8M
Jane Street Group, LLC 0.03% New 224,848 $28.5M
Royal London Asset Management Ltd. 0.06% Reduce -0.8% 220,588 $28.0M
Absher Wealth Management, LLC 3.32% Add +69.2% 219,000 $27.8M
Twinbeech Capital LP 1.09% Add +1147.8% 216,909 $27.5M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.0% 216,093 $27.4M
Toronto Dominion Bank 0.05% Add +42.7% 215,932 $27.4M
Aware Super Pty Ltd as trustee of Aware Super 0.37% Reduce -5.8% 213,544 $27.1M
New York State Common Retirement Fund 0.03% Reduce -10.0% 209,465 $26.6M
Treasurer of the State of North Carolina 0.08% Add +8.3% 208,950 $26.5M
Windsor Advisory Group, LLC 23.14% No change 206,264 $26.1M
Swedbank AB 0.03% Add +3.2% 205,512 $26.1M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.6% 203,593 $25.8M
Clarkston Capital Partners, LLC 0.55% Reduce -1.7% 200,704 $25.4M
Korea Investment CORP 0.05% Add +20.6% 197,444 $25.0M
Skandinaviska Enskilda Banken AB (publ) 0.10% Reduce -29.2% 190,779 $24.2M
Schaper Benz & Wise Investment Counsel Inc. 1.75% Add +0.9% 185,481 $23.5M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -5.3% 185,105 $23.5M
Woodline Partners LP 0.11% Reduce -40.2% 184,979 $23.4M
Cetera Investment Advisers 0.03% Add +23.0% 184,182 $23.3M
Rathbones Group PLC 0.09% Add +13.7% 182,224 $23.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -71.4% 183,732 $23.0M
Investment House LLC 1.09% Reduce 0.0% 181,430 $23.0M
US Bancorp \de 0.03% Reduce -3.4% 181,232 $23.0M
Prudential Financial Inc. 0.03% Reduce -9.6% 180,588 $22.9M
Harvey Investment Co. LLC 2.44% Add +0.0% 180,291 $22.9M
Danske Bank A/S 0.06% Add +7.3% 180,157 $22.8M
RWC Asset Management LLP 1.28% Reduce -6.9% 179,863 $22.8M
CIBC Asset Management Inc 0.06% Add +0.2% 175,530 $22.3M
State of Wisconsin Investment Board 0.05% Reduce -1.9% 172,689 $21.9M
Tidal Investments LLC 0.09% Reduce -10.8% 167,385 $21.2M
Alley Investment Management Company, LLC 2.43% Add +2.3% 165,264 $20.9M
Andra AP-fonden 0.26% Add +48.1% 163,200 $20.7M
Gateway Investment Advisers LLC 0.20% Add +0.1% 162,329 $20.6M
Godsey & Gibb, Inc. 1.80% Add +1.2% 160,957 $20.4M
Gotham Asset Management 0.09% Add +32.4% 158,611 $20.1M
HighTower Advisors, LLC 0.02% Reduce -5.0% 156,610 $19.9M
Truist Financial Corp. 0.03% Reduce -14.2% 156,168 $19.8M
Blair William & Co. 0.05% Reduce -4.0% 155,435 $19.7M
Engineers Gate Manager LP 0.23% Add +3192.6% 155,314 $19.7M
Florida Trust Wealth Management Co 0.56% Reduce -1.9% 155,055 $19.7M
Prana Capital Management, LP 0.64% Add +469.5% 151,369 $19.2M
Disciplined Growth Investors Inc. 0.35% Reduce -4.4% 151,143 $19.2M
NEOS Investment Management LLC 0.14% Add +71.0% 150,981 $19.1M
Markel Group 0.15% No change 150,000 $19.0M
BLI - Banque de Luxembourg Investments 0.55% Reduce -2.7% 146,600 $18.9M
Asset Management One Co., Ltd. 0.05% Add +1.9% 148,002 $18.8M
Boston Trust Walden Corp 0.14% Reduce -0.1% 146,768 $18.6M
Pacer Advisors, Inc. 0.05% Reduce -36.0% 143,574 $18.2M
Van Cleef Asset Management,Inc 1.85% Add +0.1% 143,438 $18.2M
O'shaughnessy Asset Management, LLC 0.11% Reduce -11.3% 142,689 $18.1M
Y-Intercept (Hong Kong) Ltd 0.43% Add +220.5% 140,662 $17.8M
Squarepoint Ops LLC 0.04% Add +1526.2% 140,195 $17.8M
ExodusPoint Capital Management, LP 0.25% Reduce -8.7% 140,046 $17.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -50.3% 138,667 $17.6M
UniSuper Management Pty Ltd 0.11% Add +4.2% 136,826 $17.3M
Asset Advisors Investment Management, LLC 1.64% Reduce -1.5% 136,441 $17.3M
Citadel Advisors 0.01% New 133,285 $16.9M
Crossmark Global Holdings, Inc. 0.24% Reduce -1.4% 128,590 $16.3M
Credit Agricole S A 0.05% — 124,874 $15.8M
Rafferty Asset Management, LLC 0.05% Add +14.3% 123,353 $15.6M
Creative Planning 0.01% Reduce -6.5% 123,128 $15.6M
Mn Services Vermogensbeheer B.V. 0.10% Add +1.2% 122,580 $15.5M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -53.5% 121,260 $15.4M
Nisa Investment Advisors, LLC 0.06% Add +8.8% 118,126 $15.0M
Osaic Holdings, Inc. 0.02% Reduce -1.9% 110,806 $14.8M
ING Groep NV 0.08% New 116,385 $14.8M
KLP Kapitalforvaltning As 0.06% Reduce -22.1% 115,079 $14.6M
Resona Asset Management Co.,Ltd. 0.07% Reduce -5.2% 113,602 $14.4M
M&T Bank Corp 0.05% Reduce -4.7% 112,018 $14.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.35% Reduce -8.9% 111,294 $14.1M
State of New Jersey Common Pension Fund D 0.05% Add +3.3% 111,160 $14.1M
Comerica Bank 0.05% Reduce -1.9% 110,208 $14.0M
LaFleur & Godfrey LLC 1.69% Reduce -1.1% 109,868 $13.9M
Benjamin Edwards Inc. 0.16% Add +5.8% 109,614 $13.9M
Quantinno Capital Management LP 0.04% Reduce -9.8% 108,940 $13.8M
UMB Bank, n.a. 0.20% Reduce -1.7% 108,896 $13.8M
Public Employees Retirement System of Ohio 0.04% Reduce -17.0% 107,140 $13.6M
Railway Pension Investments Ltd 0.18% No change 106,837 $13.5M
Guggenheim Capital LLC 0.10% Add +6.4% 105,897 $13.4M
Natixis Advisors, LLC 0.02% Reduce -34.1% 104,571 $13.3M
Ensign Peak Advisors, Inc 0.02% Reduce -8.4% 104,407 $13.2M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Add +0.9% 102,199 $13.0M
DNB Asset Management AS 0.05% Reduce -5.5% 101,651 $12.9M
Teacher Retirement System of Texas 0.05% Add +67.3% 101,622 $12.9M
Kepler Cheuvreux (Suisse) SA 0.69% — 100,857 $12.8M
Focus Partners Wealth 0.02% Add +0.4% 100,793 $12.8M
First Long Island Investors, LLC 0.94% Add +23.9% 99,607 $12.6M
American Century Companies Inc. 0.01% Reduce -0.7% 99,421 $12.6M
Sonora Investment Management Group, LLC 0.89% Add +0.8% 98,696 $12.5M
Baxter Bros Inc. 1.45% Reduce -1.2% 98,691 $12.5M
Trexquant Investment LP 0.13% New 98,570 $12.5M
Vantage Investment Partners, LLC 0.85% No change 97,875 $12.4M
Handelsbanken Fonder AB 0.04% Reduce -4.1% 95,857 $12.2M
State of Michigan Retirement System 0.06% Add +0.5% 95,277 $12.1M
Arizona State Retirement System 0.06% Reduce -0.0% 94,684 $12.0M
Calamos Advisors LLC 0.07% No change 93,588 $11.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Reduce -2.8% 93,545 $11.9M
AQR Capital Management 0.01% Reduce -49.6% 97,381 $11.7M
Advisors Asset Management, Inc. 0.20% Reduce -4.3% 90,732 $11.5M
Nissay Asset Management Corp. /Japan 0.06% Add +1.6% 89,455 $11.3M
Commerce Bank 0.06% Reduce -1.0% 89,357 $11.3M
Lafayette Investments, Inc. 2.16% Add +0.9% 88,897 $11.3M
Jain Global LLC 0.16% Add +196.3% 88,878 $11.3M
Daiwa Securities Group Inc. 0.04% Reduce -3.3% 88,550 $11.2M
Ossiam 0.14% Add +398.4% 88,225 $11.2M
Rockefeller Capital Management L.P. 0.02% Reduce -2.6% 85,961 $10.9M
MetLife Investment Management, LLC 0.05% Reduce -1.3% 85,198 $10.8M
U.S. Capital Wealth Advisors, LLC 0.28% Add +3.5% 82,713 $10.5M
Czech National Bank 0.07% Add +5.1% 82,344 $10.4M
Forsta Ap-Fonden 0.06% Reduce -18.6% 81,900 $10.4M
Van Eck Associates Corp. 0.01% Add +2.0% 80,889 $10.3M
Janney Capital Management LLC 0.64% Reduce -1.4% 80,568 $10.2M
Sanctuary Advisors, LLC 0.06% Reduce -20.6% 78,812 $10.0M
Cooper/Haims Advisors, LLC 4.65% Add +7.2% 78,546 $10.0M
Allianz Asset Management GmbH 0.01% Reduce -12.2% 78,469 $9.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -1.0% 77,857 $9.9M
Miramar Capital, LLC 2.17% Add +17.7% 77,339 $9.8M
JGP Wealth Management, LLC 1.07% Add +0.9% 78,535 $9.7M
Brown Advisory Inc. 0.01% Add +6.4% 75,561 $9.6M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -1.1% 75,505 $9.6M
Vestcor Inc 0.28% Reduce -2.7% 74,882 $9.5M
First Nebraska Trust Co 0.85% Reduce -0.1% 74,309 $9.4M
Callahan Advisors, LLC 0.80% Reduce -0.7% 73,882 $9.4M
Williams Jones Wealth Management, LLC. 0.11% Reduce -0.5% 73,015 $9.3M
North Star Investment Management Corp. 0.59% Reduce -1.5% 72,958 $9.2M
Verition Fund Management LLC 0.06% Add +267.0% 72,651 $9.2M
Voya Investment Management LLC 0.01% Reduce -42.7% 72,493 $9.2M
Sumitomo Life Insurance Co. 0.28% Add +15.1% 72,400 $9.2M
GF Fund Management Co. LTD. 0.16% No change 71,736 $9.1M
Amalgamated Bank 0.06% Reduce -0.2% 70,805 $9.0M
KBC Group NV 0.02% Add +2.7% 69,210 $8.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.18% Reduce -4.0% 69,172 $8.8M
Retirement Systems of Alabama 0.03% Add +0.5% 69,161 $8.8M
Varma Mutual Pension Insurance Co 0.06% Add +8.9% 68,453 $8.7M
Tectonic Advisors LLC 0.47% Add +18.1% 67,903 $8.6M
Sequoia Financial Advisors, LLC 0.05% Add +0.9% 66,268 $8.4M
Prudential PLC 0.06% Add +544.6% 65,806 $8.3M
Park Avenue Securities LLC 0.06% Add +1.4% 64,924 $8.2M
Campbell & CO Investment Adviser LLC 0.61% New 64,090 $8.1M
IFM Investors Pty Ltd 0.07% Add +1.4% 63,166 $8.1M
Elo Mutual Pension Insurance Co 0.13% Add +35.9% 63,659 $8.1M
Mattern Capital Management, LLC 0.94% Reduce -0.3% 63,177 $8.0M
Captrust Financial Advisors 0.02% Reduce -6.9% 62,985 $8.0M
Hendershot Investments Inc. 1.00% Add +16.9% 62,556 $7.9M
Kingsview Wealth Management, LLC 0.12% Reduce -1.1% 62,304 $7.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +6.5% 62,251 $7.9M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -9.1% 62,155 $7.9M
Naples Global Advisors, LLC 0.61% Add +2.0% 61,920 $7.8M
Capital Fund Management S.A. 0.08% New 61,082 $7.7M
Palmer Knight Co 3.65% Reduce -2.8% 60,826 $7.7M
Pinebridge Investments, L.P. 0.06% Add +16.9% 60,082 $7.6M
Achmea Investment Management B.V. 0.09% Reduce -62.0% 59,719 $7.6M
Mackenzie Financial Corp. 0.01% Reduce -49.4% 59,453 $7.5M
Two Point Capital Management, Inc. 3.03% Reduce -1.4% 59,408 $7.5M
Arkadios Wealth Advisors 0.18% Add +9.8% 59,259 $7.5M
Ethic Inc. 0.12% Reduce -5.3% 58,834 $7.5M
Quantbot Technologies LP 0.20% New 58,769 $7.4M
CIBC Bancorp USA Inc. 0.04% — 58,428 $7.4M
SG Americas Securities, LLC 0.03% Reduce -66.3% 58,406 $7.4M
Xponance LLC 0.06% Reduce -8.9% 58,048 $7.4M
DF Dent & Co. Inc. 0.09% Add +76.8% 57,978 $7.3M
Kornitzer Capital Management Inc. 0.15% Reduce -0.7% 57,402 $7.3M
Flputnam Investment Management Co. 0.11% Reduce -56.5% 57,340 $7.3M
Erste Asset Management GmbH 0.07% Reduce -17.0% 56,107 $7.2M
MassMutual Private Wealth & Trust, FSB 0.18% Reduce -2.8% 56,873 $7.2M
Azimuth Capital Investment Management LLC 0.26% Add +0.6% 56,807 $7.2M
Federated Hermes, Inc. 0.01% Add +98.6% 56,806 $7.2M
MainStreet Investment Advisors LLC 0.97% Reduce -2.6% 56,786 $7.2M
Vanguard Personalized Indexing Management, LLC 0.07% Reduce -12.6% 56,488 $7.2M
Rench Wealth Management, Inc. 2.10% Add +2.1% 56,444 $7.2M
Motley Fool Wealth Management, LLC 0.48% Reduce -14.9% 55,726 $7.1M
Canandaigua National Bank & Trust Co. 0.62% Reduce -1.2% 55,670 $7.1M
USS Investment Management Ltd 0.03% No change 55,208 $7.0M
Rodgers Brothers Inc. 0.85% Add +86.3% 54,500 $6.9M
Ilmarinen Mutual Pension Insurance Co 0.05% Add +28.2% 54,500 $6.9M
Bourne Lent Asset Management Inc. 2.45% Reduce -1.9% 54,434 $6.9M
W.G. Shaheen & Associates DBA Whitney & Co 0.62% Reduce -0.4% 54,229 $6.9M
Cibc World Market Inc. 0.01% Add +14.5% 53,853 $6.8M
Edgestream Partners, L.P. 0.20% New 53,728 $6.8M
Utah Retirement Systems 0.07% Add +0.6% 53,324 $6.8M
United Capital Financial Advisors, LLC 0.05% Reduce -3.1% 53,235 $6.7M
Fieldview Capital Management, LLC 1.10% Add +1231.2% 53,194 $6.7M
Albion Financial Group 0.41% Add +1.0% 53,033 $6.7M
Sone Capital Management, LLC 0.56% Reduce -30.9% 53,025 $6.7M
Natixis 0.04% Add +155.7% 52,844 $6.7M
Mercer Global Advisors Inc. 0.01% Reduce -1.7% 52,068 $6.6M
Police & Firemen's Retirement System of New Jersey 0.05% Add +5.9% 51,998 $6.6M
Wilmington Savings Fund Society, FSB 0.16% Reduce -5.3% 51,618 $6.5M
Silver Lake Advisory, LLC 2.60% Add +0.8% 51,560 $6.5M
Burns J W & Co. Inc. 0.74% Reduce -5.4% 51,549 $6.5M
Pathstone Holdings, LLC 0.02% Reduce -3.1% 51,465 $6.5M
Sienna Gestion 0.45% No change 56,127 $6.5M
Holocene Advisors, LP 0.01% New 50,904 $6.5M
Illinois Municipal Retirement Fund 0.08% Reduce -41.8% 50,718 $6.4M
Cobblestone Capital Advisors LLC 0.30% Reduce -1.7% 49,767 $6.3M
Jamison Private Wealth Management, Inc. 0.81% Add +0.2% 49,333 $6.3M
Westbourne Investment Advisors, Inc. 1.74% Add +2.4% 49,113 $6.2M
Merit Financial Group, LLC 0.06% Reduce -2.3% 48,852 $6.2M
Letson Investment Management, Inc. 2.20% Reduce -0.2% 48,409 $6.1M
Summit Global Investments 0.36% Add +1938.2% 48,143 $6.1M
Atria Investments, Inc 0.07% Reduce -11.9% 47,614 $6.0M
Dillon & Associates Inc. 0.77% Reduce -0.4% 46,997 $6.0M
Soltis Investment Advisors LLC 0.41% Add +193.3% 47,080 $6.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -8.6% 46,597 $5.9M
PEAK6 LLC 0.15% Add +77.9% 46,553 $5.9M
Capital Group Private Client Services, Inc. 0.10% Reduce -87.1% 46,502 $5.9M
Wellington Management Group LLP 0.00% Reduce -16.3% 46,443 $5.9M
Sawyer & Company, Inc 2.22% Add +1.1% 40,412 $5.9M
QRG Capital Management, Inc. 0.07% Reduce -29.3% 46,268 $5.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.1% 46,015 $5.8M
Steward Partners Investment Advisory, LLC 0.03% Add +2.9% 45,475 $5.8M
Greenfield Seitz Capital Management, LLC 1.84% Add +0.7% 45,052 $5.7M
Kestra Advisory Services, LLC 0.03% Add +30.8% 44,912 $5.7M
Crawford Investment Counsel Inc. 0.09% Reduce -0.5% 44,778 $5.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -10.7% 43,996 $5.6M
New York Life Investment Management LLC 0.05% Add +0.9% 43,969 $5.6M
Generali Asset Management SPA SGR 0.12% Reduce -9.1% 43,825 $5.6M
Entropy Technologies, LP 0.41% New 43,767 $5.5M
Louisiana State Employees Retirement System 0.09% No change 43,200 $5.5M
Viking Fund Management LLC 0.66% No change 43,000 $5.5M
Stone Run Capital, LLC 2.14% Add +0.2% 42,853 $5.4M
Bank of Nova Scotia 0.01% Add +18.6% 42,826 $5.4M
Chicago Capital, LLC 0.13% No change 42,818 $5.4M
American Money Management, LLC 0.90% Reduce -0.2% 42,633 $5.4M
Coston, McIsaac & Partners 1.28% Add +2.0% 42,395 $5.4M
Calydon Capital 0.85% New 41,910 $5.3M
PFG Advisors 0.22% Add +6.1% 41,712 $5.3M
iA Global Asset Management Inc. 0.07% Add +4.4% 41,646 $5.3M
Shelton Capital Management 0.11% Reduce -2.2% 41,564 $5.3M
Cypress Capital Group 0.63% Reduce -8.3% 41,326 $5.2M
Siemens Fonds Invest GmbH 0.29% Add +14.2% 41,165 $5.2M
Private Advisor Group, LLC 0.03% Reduce -0.7% 41,150 $5.2M
Allspring Global Investments Holdings, LLC 0.01% Add +9.3% 41,771 $5.2M
Ridgepath Capital Management LLC 2.21% Add +0.8% 40,766 $5.2M
Taylor Hoffman Capital Management LLC 1.62% Add +1.2% 40,603 $5.1M
Public Employees Retirement Association of Colorado 0.02% Reduce -5.5% 40,544 $5.1M
Susquehanna Portfolio Strategies, LLC 0.08% New 40,178 $5.1M
Stonebridge Financial Group, LLC 0.45% Add +1.9% 39,901 $5.1M
Janus Henderson Group PLC 0.00% Reduce -6.3% 39,876 $5.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +0.9% 39,384 $5.0M
Yousif Capital Management, LLC 0.05% Reduce -14.1% 39,189 $5.0M
NewEdge Advisors, LLC 0.02% Reduce -4.9% 39,064 $5.0M
NorthCoast Asset Management LLC 0.02% Reduce -14.2% 39,038 $4.9M
Auxier Asset Management LLC 0.69% Reduce -1.0% 38,924 $4.9M
IMC-Chicago, LLC 0.09% Reduce -38.0% 38,813 $4.9M
Motco 0.45% Add +0.0% 38,725 $4.9M
Candriam S.C.A. 0.03% Add +0.8% 38,712 $4.9M
Hilltop Holdings Inc. 0.26% Reduce -7.6% 38,684 $4.9M
Rakuten Investment Management, Inc. 0.02% — 98,031 $4.9M
Inspire Investing, LLC 0.47% Reduce -0.5% 37,884 $4.8M
CIBC Private Wealth Group LLC 0.01% Reduce -1.7% 37,137 $4.7M
Oregon Public Employees Retirement Fund 0.06% Add +33.9% 37,073 $4.7M
Regions Financial Corp. 0.03% Reduce -5.3% 37,011 $4.7M
OP Asset Management Ltd 0.06% Add +3.5% 36,776 $4.7M
Sandhill Capital Partners LLC 0.32% Add +0.0% 36,597 $4.6M
Trust Co. of Vermont 0.20% Reduce -0.6% 36,525 $4.6M
Community Bank & Trust, Waco, Texas 0.96% Add +1.6% 36,516 $4.6M
Keybank National Association 0.02% Add +2.4% 36,512 $4.6M
Prospera Financial Services Inc 0.08% Add +6.0% 36,378 $4.6M
William Allan Corp 2.57% Reduce -0.1% 36,094 $4.6M
State of Tennessee, Department of Treasury 0.02% Reduce -45.9% 35,834 $4.5M
Capital Investment Counsel, LLC 0.67% Add +1.5% 35,730 $4.5M
Midwest Trust Co 0.06% Reduce -0.4% 35,615 $4.5M
Opus Investment Management Inc. 2.78% No change 35,400 $4.5M
Oak Associates Ltd. 0.27% No change 35,175 $4.5M
Mutual of America Capital Management LLC 0.05% Reduce -4.4% 35,153 $4.5M
Baldwin Wealth Partners LLC 0.29% Reduce -3.0% 35,148 $4.5M
State of Alaska, Department of Revenue 0.04% Reduce -3.9% 34,604 $4.4M
Woodmont Investment Counsel LLC 0.29% Reduce -2.6% 34,407 $4.4M
Dynamic Advisor Solutions LLC 0.13% Add +2.1% 34,188 $4.3M
Stephens Inc. 0.06% Reduce -5.0% 34,114 $4.3M
Norinchukin Bank, The 0.06% Add +2.6% 33,781 $4.3M
Fifth Third Bancorp 0.01% Reduce -4.2% 33,731 $4.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -55.6% 33,710 $4.3M
Meritage Portfolio Management 0.28% Add +100.3% 33,521 $4.2M
Somerset Trust Co 1.29% Add +0.3% 32,964 $4.2M
Prospector Partners LLC 0.50% Reduce -4.6% 32,557 $4.1M
Argyle Capital Management, LLC 1.41% No change 32,140 $4.1M
Signature Wealth Management Group 1.57% Add +5.1% 31,926 $4.0M
Bontempo Ohly Capital Mgmt LLC 1.75% Add +0.4% 31,828 $4.0M
Hamilton Point Investment Advisors, LLC 0.63% Add +0.2% 31,629 $4.0M
Groupe la Francaise 0.05% Reduce -0.3% 30,797 $3.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.26% Reduce -4.0% 30,778 $3.9M
Core Alternative Capital 1.13% Reduce -12.5% 30,670 $3.9M
D.A. Davidson & Co. 0.02% Add +4.3% 30,441 $3.9M
Dean Investment Associates, LLC 0.54% Reduce -1.8% 30,399 $3.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -52.7% 30,274 $3.8M
Rowlandmiller & Partners.adv 0.74% Reduce -1.5% 29,771 $3.8M
Profund Advisors LLC 0.12% Reduce -4.1% 29,569 $3.7M
Empowered Funds, LLC 0.04% Reduce -5.8% 29,470 $3.7M
Morningstar Investment Management LLC 0.14% New 29,292 $3.7M
Parr McKnight Wealth Management Group, LLC 0.48% Add +0.4% 29,161 $3.7M
NewEdge Wealth, LLC 0.05% Add +0.3% 31,664 $3.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +0.2% 28,871 $3.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -3.4% 28,852 $3.6M
MAI Capital Management 0.02% Add +113.1% 28,327 $3.6M
Summit Wealth Group LLC / Co. 0.38% New 92,764 $3.6M
Abc Arbitrage SA 0.35% Add +61.4% 28,208 $3.6M
Public Sector Pension Investment Board 0.01% Add +17.8% 28,161 $3.6M
Bayesian Capital Management, LP 0.73% New 28,100 $3.6M
Advisory Services Network, LLC 0.05% Reduce -5.5% 28,027 $3.6M
JPL Wealth Management, LLC 0.83% Add +0.3% 27,686 $3.5M
Linden Thomas Advisory Services, LLC 0.35% Add +3.4% 27,602 $3.5M
Wendell David Associates Inc. 0.34% Reduce -0.1% 27,268 $3.5M
Vestmark Advisory Solutions, Inc. 0.07% Add +0.2% 27,121 $3.4M
ASR Vermogensbeheer N.V. 0.04% Add +0.1% 26,989 $3.4M
Financial Advisory Partners, LLC 1.00% Reduce -0.8% 26,890 $3.4M
Vista Investment Partners LLC 0.95% Add +0.8% 26,708 $3.4M
Borer Denton & Associates, Inc. 1.10% Add +3.5% 26,239 $3.3M
Lanark Financial, Inc. 0.26% Add +17.4% 26,232 $3.3M
YHB Investment Advisors, Inc. 0.24% Reduce -4.0% 26,231 $3.3M
TD Private Client Wealth LLC 0.07% Reduce -11.5% 26,082 $3.3M
Mizuho Securities USA LLC 0.07% Add +6.6% 23,614 $3.3M
Webster Bank, N. A. 0.32% Reduce -2.3% 25,900 $3.3M
Meridian Wealth Management, LLC 0.13% Add +0.0% 25,780 $3.3M
Courier Capital LLC 0.19% Reduce -0.7% 25,608 $3.2M
Ceera Investments, LLC 1.01% Reduce -5.4% 25,560 $3.2M
Southeast Asset Advisors, LLC 0.35% Reduce -1.1% 25,429 $3.2M
Royal Fund Management, LLC 0.39% Reduce -10.4% 25,372 $3.2M
Balyasny Asset Management L.P. 0.01% Reduce -94.0% 25,330 $3.2M
CreativeOne Wealth, LLC 0.08% Add +19.7% 25,118 $3.2M
Teachers Retirement System of the State of Kentucky 0.02% No change 25,088 $3.2M
Concurrent Investment Advisors, LLC 0.05% Reduce -1.7% 24,952 $3.2M
OMERS ADMINISTRATION Corp 0.02% No change 24,799 $3.1M
White Pine Investment CO 0.74% Add +0.8% 24,710 $3.1M
DAVENPORT & Co LLC 0.02% Add +6.8% 24,652 $3.1M
Motley Fool Asset Management LLC 0.13% New 24,097 $3.1M
Agf Management Ltd. 0.01% Add +23.8% 23,910 $3.0M
Avanza Fonder AB 0.08% No change 23,890 $3.0M
Great Diamond Partners, LLC 0.59% Reduce -0.6% 23,889 $3.0M
Howland Capital Management LLC 0.11% Reduce -5.2% 23,706 $3.0M
Vident Advisory, LLC 0.03% Reduce -43.2% 23,706 $3.0M
Sheets Smith Wealth Management 0.34% Reduce -3.3% 23,641 $3.0M
Caldwell Trust Co 0.28% Reduce -1.6% 23,437 $3.0M
American Trust 0.25% Reduce -5.0% 23,335 $3.0M
Shoker Investment Counsel, Inc. 0.87% Reduce -1.1% 23,286 $3.0M
Twin Capital Management Inc. 0.37% Reduce -25.3% 23,244 $2.9M
Capital Investment Counsel, Inc 0.36% Reduce -4.4% 23,215 $2.9M
Hennion & Walsh Asset Management, Inc. 0.11% Add +30.6% 23,002 $2.9M
Quantessence Capital LLC 0.92% New 22,980 $2.9M
Elevatus Welath Management 0.84% Add +0.6% 22,941 $2.9M
Zevenbergen Capital Investments LLC 0.06% Reduce -0.3% 22,515 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -20.4% 22,484 $2.9M
Investment Management Corp of Ontario 0.04% Reduce -59.9% 22,481 $2.8M
Choreo, LLC 0.04% Reduce -10.8% 22,415 $2.8M
Harvest Fund Management Co., Ltd 0.12% Add +3.4% 22,071 $2.8M
Ritholtz Wealth Management 0.05% Reduce -8.8% 21,766 $2.8M
Berkeley, Inc 0.88% Reduce -17.8% 21,635 $2.7M
Cozad Asset Management Inc. 0.22% Reduce -1.4% 21,547 $2.7M
Verdence Capital Advisors LLC 0.16% Add +179.6% 21,765 $2.7M
First National Bank of Omaha 0.17% Reduce -2.2% 21,415 $2.7M
Pinnacle Associates Ltd. 0.04% Reduce -1.3% 21,168 $2.7M
New Age Alpha Advisors, LLC 0.11% Reduce -2.6% 21,055 $2.7M
Commerzbank Aktiengesellschaft 0.06% Add +60.2% 20,926 $2.7M
Woodley Farra Manion Portfolio Management Inc. 0.12% Add +0.4% 20,833 $2.6M
Fiduciary Trust Co 0.03% Add +28.3% 20,723 $2.6M
Headlands Technologies LLC 0.21% New 20,677 $2.6M
Kentucky Retirement Systems 0.07% Reduce -1.7% 20,259 $2.6M
Ascent Group, LLC 0.09% Add +35.2% 20,193 $2.6M
Strong Tower Advisory Services 0.48% Add +20.8% 20,063 $2.5M
Cwm, LLC 0.01% Add +0.8% 19,945 $2.5M
Trilogy Capital Inc. 0.12% Reduce -2.1% 19,889 $2.5M
Oppenheimer & Co. Inc. 0.03% Reduce -0.1% 19,842 $2.5M
Cordatus Wealth Management LLC 0.59% Reduce -1.1% 19,842 $2.5M
Coastline Trust Co 0.27% Reduce -0.2% 19,713 $2.5M
CWA Asset Management Group, LLC 0.09% Reduce -4.0% 19,710 $2.5M
Whittier Trust Co. 0.03% No change 19,960 $2.5M
Armbruster Capital Management, Inc. 0.42% Add +3.3% 19,574 $2.5M
Sepio Capital, LP 0.15% Add +12.2% 19,542 $2.5M
Twin Tree Management, LP 0.12% Add +867.8% 19,491 $2.5M
Harmony Asset Management LLC 0.85% Reduce -2.0% 19,476 $2.5M
Glenview Trust Co 0.04% Reduce -0.5% 19,428 $2.5M
Lantz Financial LLC 0.54% Add +1.6% 19,394 $2.5M
First Citizens Bank & Trust Co. 0.05% Reduce -7.6% 19,327 $2.4M
Kestra Private Wealth Services, LLC 0.03% Reduce -23.5% 19,309 $2.4M
Capital International Sarl 0.04% Reduce -19.6% 19,278 $2.4M
Midwest Professional Planners, LTD. 0.59% Add +1.2% 19,219 $2.4M
Jefferies Financial Group Inc. 0.02% Reduce -34.8% 19,135 $2.4M
Employees Retirement System of Texas 0.02% Reduce -47.2% 19,100 $2.4M
Knollwood Investment Advisory, LLC 0.22% Reduce -0.3% 19,068 $2.4M
Wealthfront Advisers LLC 0.01% Add +0.1% 19,041 $2.4M
Texas Yale Capital Corp. 0.08% Reduce -0.0% 19,008 $2.4M
LVW Advisors, LLC 0.25% Reduce -3.5% 18,986 $2.4M
Schonfeld Strategic Advisors LLC 0.02% New 18,980 $2.4M
Hartford Investment Management Co. 0.07% Reduce -1.9% 18,914 $2.4M
Ally Financial Inc. 0.29% Add +4.4% 18,800 $2.4M
Wealthcare Advisory Partners LLC 0.05% Reduce -0.2% 18,692 $2.4M
Apollon Wealth Management, LLC 0.04% Reduce -33.4% 18,679 $2.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.38% Add +0.4% 18,553 $2.4M
Metis Global Partners, LLC 0.05% Add +0.7% 18,356 $2.3M
MSH Capital Advisors LLC 0.62% No change 18,307 $2.3M
GHP Investment Advisors, Inc. 0.10% Add +3.7% 18,198 $2.3M
Stock Yards Bank & Trust Co. 0.07% Reduce -5.4% 18,189 $2.3M
Bessemer Group Inc. 0.00% Add +6.0% 18,165 $2.3M
Daiichi Life Insurance Co., Ltd. 0.06% Add +9.4% 18,124 $2.3M
Summit Trail Advisors, LLC 0.03% Add +34.9% 18,104 $2.3M
LBP Am SA 0.03% Add +1.2% 17,990 $2.3M
Griffin Asset Management, Inc. 0.26% Add +1.5% 17,986 $2.3M
FORA Capital, LLC 0.40% New 17,927 $2.3M
Essex Investment Management Co. LLC 0.35% Reduce -0.1% 17,867 $2.3M
Plato Investment Management Ltd 0.15% Add +2.6% 18,002 $2.3M
Vista Investment Partners Ii, LLC 1.06% Add +1.6% 17,856 $2.3M
First National Trust Co 0.08% Add +0.4% 17,829 $2.3M
Intech Investment Management LLC 0.02% Add +26.5% 17,650 $2.2M
Principal Securities, Inc. 0.04% Add +4.0% 17,551 $2.2M
Ghe, LLC 0.90% Reduce -0.4% 17,547 $2.2M
Brookstone Capital Management 0.03% Add +3.7% 17,480 $2.2M
Lombard Odier Asset Management (Switzerland) SA 0.10% No change 17,413 $2.2M
Godshalk Welsh Capital Management, Inc. 1.26% No change 17,380 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.66% Add +1.1% 17,344 $2.2M
Blueshift Asset Management, LLC 0.68% Add +198.7% 17,308 $2.2M
Capital Analysts, LLC 0.06% Reduce -1.7% 17,291 $2.2M
Lantern Wealth Advisors, LLC 1.14% No change 17,282 $2.2M
Central Pacific Bank - Trust Division 0.27% Add +1.6% 17,149 $2.2M
Jones Financial Companies LLLP 0.00% Add +21.0% 16,893 $2.2M
J.W. Cole Advisors, Inc. 0.04% Add +2.5% 17,069 $2.2M
Compagnie Lombard Odier SCmA 0.02% No change 17,000 $2.2M
Peak Financial Advisors LLC 1.03% New 16,987 $2.2M
Prime Capital Investment Advisors, LLC 0.03% Reduce -3.4% 16,973 $2.2M
True North Advisors, LLC 0.34% Reduce -4.1% 16,935 $2.1M
Radnor Capital Management, LLC 0.32% Reduce -0.7% 16,666 $2.1M
Two Sigma Securities, LLC 0.31% New 16,651 $2.1M
PFW Advisors LLC 0.62% Reduce -0.3% 16,542 $2.1M
CI Investments Inc. 0.01% Reduce -4.6% 16,527 $2.1M
Bollard Group LLC 0.05% Add +0.6% 16,496 $2.1M
Parsons Capital Management Inc. 0.12% Reduce -0.4% 16,465 $2.1M
Ashton Thomas Private Wealth, LLC 0.05% Add +38.4% 16,458 $2.1M
IMS Capital Management 0.96% Reduce -6.6% 16,415 $2.1M
United Asset Strategies, Inc. 0.17% Reduce -0.1% 16,335 $2.1M
Gulf International Bank (UK) Ltd 0.07% Reduce -2.3% 16,287 $2.1M
Great Lakes Retirement, Inc. 0.22% Add +6.7% 16,191 $2.1M
NBT Bank, N.A. 0.13% Reduce -0.5% 16,165 $2.0M
Integrated Wealth Concepts LLC 0.02% Add +23.0% 16,140 $2.0M
Synovus Financial Corp. 0.02% Reduce -2.8% 16,132 $2.0M
Ramirez Asset Management, Inc. 0.28% Add +11.9% 16,132 $2.0M
Bath Savings Trust Co 0.20% Reduce -1.8% 16,125 $2.0M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -3.8% 16,102 $2.0M
Ironwood Investment Counsel, LLC 0.30% Add +0.9% 16,101 $2.0M
Ranch Capital Advisors Inc. 0.79% Reduce -26.8% 16,070 $2.0M
Nations Financial Group Inc, /Ia/ 0.13% Add +0.3% 15,981 $2.0M
Maryland State Retirement & Pension System 0.04% Add +1.9% 15,977 $2.0M
Exchange Traded Concepts, LLC 0.02% Add +14.3% 15,857 $2.0M
Canada Post Corp Registered Pension Plan 0.09% Reduce -17.6% 15,603 $2.0M
Banque Cantonale Vaudoise 0.07% Add +10.8% 15,778 $2.0M
Securian Asset Management, Inc. 0.05% Reduce -6.4% 15,609 $2.0M
BDF-Gestion 0.24% Reduce -17.2% 15,579 $2.0M
Empire Financial Management Company, LLC 0.45% Add +2.5% 15,499 $2.0M
Wedbush Securities Inc. 0.06% Add +15.9% 15,493 $2.0M
Northwest & Ethical Investments L.P. 0.05% No change 15,475 $2.0M
Red Cedar Investment Management, LLC 0.23% Reduce -30.6% 15,460 $2.0M
Composition Wealth, LLC 0.03% Reduce -3.2% 15,446 $2.0M
Stratos Wealth Partners, LTD. 0.02% Add +31.3% 15,390 $2.0M
Redmond Asset Management, LLC 0.48% Add +2.9% 15,369 $1.9M
Frank, Rimerman Advisors LLC 0.13% Add +8.1% 15,369 $1.9M
Riverbridge Partners LLC 0.03% Reduce -6.5% 15,308 $1.9M
Ameritas Investment Partners, Inc. 0.06% Add +1.0% 15,284 $1.9M
Sterling Investment Advisors, Ltd. 0.38% Reduce -2.4% 15,244 $1.9M
Bridgewater Associates 0.01% New 15,102 $1.9M
Inceptionr LLC 0.45% Reduce -6.3% 14,839 $1.9M
AG2R La Mondiale Gestion D'actifs 0.10% No change 12,913 $1.9M
Gsa Capital Partners LLP 0.16% New 14,806 $1.9M
Bokf, NA 0.03% Reduce -13.0% 14,805 $1.9M
Alesco Advisors, LLC, An ESL Co 0.05% Reduce -5.5% 14,595 $1.9M
New Mexico Educational Retirement Board 0.06% Reduce -3.3% 14,448 $1.8M
Samjo Management, LLC 0.70% Reduce -6.2% 14,440 $1.8M
Global Retirement Partners, LLC 0.04% Add +4.3% 14,436 $1.8M
Aptus Capital Advisors, LLC 0.02% Reduce -6.7% 14,425 $1.8M
Beverly Hills Private Wealth, LLC 0.32% Reduce -3.4% 14,085 $1.8M
Suncoast Equity Management 0.18% Add +0.6% 14,055 $1.8M
E. Ohman J:or Asset Management AB 0.04% No change 13,900 $1.8M
Mechanics Bank Trust Department 0.25% Reduce -5.9% 13,890 $1.8M
Sterling Capital Management LLC 0.03% Reduce -8.5% 13,886 $1.8M
HB Wealth Management, LLC 0.01% Add +23.1% 13,879 $1.8M
World Investment Advisors 0.04% Add +0.2% 13,787 $1.7M
Volterra Technologies LP 1.15% New 13,734 $1.7M
Clearstead Advisors, LLC 0.03% Reduce -10.6% 13,682 $1.7M
Palisade Asset Management, LLC 0.16% Reduce -0.3% 13,578 $1.7M
LMG Wealth Partners, LLC 0.32% Add +2.8% 13,549 $1.7M
Capstone Investment Advisors, LLC 0.02% New 13,488 $1.7M
Chicago Partners Investment Group LLC 0.04% Reduce -0.8% 13,667 $1.7M
Horizon Investments, LLC 0.02% Add +91.5% 13,483 $1.7M
Modern Wealth Management, LLC 0.03% Reduce -5.9% 13,257 $1.7M
Thomas Story & Son LLC 0.62% No change 13,245 $1.7M
First Horizon Corp. 0.08% — 13,098 $1.7M
Anchor Investment Management, LLC 0.14% Reduce -1.8% 13,040 $1.7M
Icon Wealth Advisors, LLC 0.11% Reduce -1.1% 13,021 $1.7M
Columbus Macro, LLC 0.19% Add +1.6% 12,962 $1.6M
Atwood & Palmer Inc. 0.10% No change 12,887 $1.6M
Alkeme Wealth, LLC 0.70% Add +0.1% 12,725 $1.6M
Lee Financial Co 0.20% Reduce -1.2% 12,637 $1.6M
Virtus Investment Advisers, LLC 0.45% Add +29.5% 12,529 $1.6M
CoreCap Advisors, LLC 0.06% Reduce -20.0% 12,519 $1.6M
Howe & Rusling Inc. 0.11% Add +16.5% 12,518 $1.6M
Wealthspire Advisors, LLC 0.01% Reduce -2.2% 12,456 $1.6M
Dynamic Technology Lab Private Ltd 0.27% New 12,409 $1.6M
Fragasso Financial Advisors Inc 0.10% Reduce -2.3% 12,587 $1.6M
Commonwealth Retirement Investments LLC 0.53% Add +7.2% 12,361 $1.6M
Nicholson Wealth Management Group, LLC 0.92% Add +9.5% 12,325 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -29.8% 12,279 $1.6M
WASHINGTON TRUST Co 0.05% Reduce -9.6% 12,242 $1.6M
Matrix Trust Co 0.24% Reduce -13.5% 12,186 $1.5M
GC Wealth Management RIA, LLC 0.05% Add +89.3% 12,180 $1.5M
AE Wealth Management LLC 0.01% Add +222.3% 12,156 $1.5M
Jump Financial, LLC 0.02% Reduce -22.8% 12,141 $1.5M
Tompkins Financial Corp. 0.13% No change 12,114 $1.5M
Snowden Capital Advisors LLC 0.04% Reduce -6.4% 12,068 $1.5M
Access Financial Services, Inc. 0.55% Add +9.5% 11,985 $1.5M
Allworth Financial LP 0.01% Add +1.1% 11,884 $1.5M
Allstate Corp. 0.03% New 11,831 $1.5M
Ballentine Partners, LLC 0.02% Reduce -2.4% 11,802 $1.5M
Boomfish Wealth Group, LLC 0.81% Add +5.6% 11,797 $1.5M
Kesler, Norman & Wride, LLC 0.29% Add +1.4% 10,654 $1.5M
DMKC Advisory Services, LLC 0.75% Reduce -2.6% 11,586 $1.5M
Meeder Advisory Services, Inc. 0.07% Add +14.0% 11,582 $1.5M
Allianz SE 0.03% No change 11,527 $1.5M
Independence Bank of Kentucky 0.19% Add +7.0% 11,511 $1.5M
Quantitative Investment Management, LLC 0.20% New 11,491 $1.5M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -0.2% 11,448 $1.5M
Empirical Finance, LLC 0.07% Add +1.0% 11,376 $1.4M
Cerro Pacific Wealth Advisors LLC 0.39% Reduce -19.1% 11,318 $1.4M
Journey Strategic Wealth LLC 0.04% Reduce -5.5% 11,314 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Reduce -1.5% 11,257 $1.4M
Aspiriant, LLC 0.04% Reduce -0.4% 11,247 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.48% Reduce -3.0% 11,336 $1.4M
Donoghue Forlines LLC 0.44% Add +16.9% 11,177 $1.4M
Lido Advisors, LLC 0.01% Add +12.2% 11,105 $1.4M
BLB&B Advisors, LLC 0.06% Reduce -3.3% 11,082 $1.4M
Summit Financial, LLC 0.02% Add +1.4% 11,047 $1.4M
Uhlmann Price Securities, LLC 0.85% Add +30.5% 10,996 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +6.1% 10,959 $1.4M
XTX Topco Ltd 0.07% New 10,958 $1.4M
Farther Finance Advisors, LLC 0.02% Add +1.8% 10,870 $1.4M
Carnegie Investment Counsel 0.03% Reduce -0.7% 10,835 $1.4M
Covenant Partners, LLC 0.39% No change 10,822 $1.4M
Portfolio Design Labs, LLC 0.24% Add +509.9% 10,813 $1.4M
Pacific Point Advisors, LLC 0.80% Add +3.3% 10,773 $1.4M
EPG Wealth Management LLC 0.38% Add +6.5% 10,747 $1.4M
Waverly Advisors, LLC 0.01% Add +5.2% 10,707 $1.4M
Koshinski Asset Management, Inc. 0.10% Add +6.9% 10,620 $1.3M
Huntington National Bank 0.01% Reduce -6.4% 10,538 $1.3M
Greenfield Savings Bank 0.56% No change 10,485 $1.3M
Marks Group Wealth Management, Inc 0.12% Reduce -10.4% 10,433 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +1.0% 10,333 $1.3M
First City Capital Management, Inc. 0.71% Reduce -3.7% 10,322 $1.3M
Pinnacle Financial Partners Inc 0.03% Reduce -0.2% 10,206 $1.3M
Paragon Private Wealth Management, LLC 0.42% Add +19.3% 10,202 $1.3M
Ieq Capital, LLC 0.00% Add +9.5% 10,200 $1.3M
MOKAN Wealth Management Inc. 0.64% Add +13.3% 10,114 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -4.0% 10,084 $1.3M
Johnson Financial Group, Inc. 0.05% Add +1.3% 10,055 $1.3M
Valmark Advisers, Inc. 0.02% Reduce -1.2% 9,949 $1.3M
Novem Group 0.15% Add +5.1% 9,861 $1.2M
Sound View Wealth Advisors Group, LLC 0.09% Reduce -6.1% 9,852 $1.2M
OmniStar Financial Group, Inc. 0.75% New 9,804 $1.2M
King Luther Capital Management Corp. 0.01% Add +1.1% 9,738 $1.2M
Bradley Foster & Sargent Inc. 0.02% Reduce -0.0% 9,625 $1.2M
Callan Family Office, LLC 0.04% Reduce -8.2% 9,610 $1.2M
Loudon Investment Management, LLC 0.64% Add +33.2% 9,585 $1.2M
HBK Sorce Advisory LLC 0.03% Add +3.8% 9,473 $1.2M
FineMark National Bank & Trust 0.04% Reduce -5.8% 9,520 $1.2M
China Universal Asset Management Co., Ltd. 0.10% Add +16.1% 9,493 $1.2M
SageView Advisory Group, LLC 0.04% Add +0.1% 9,467 $1.2M
Capital Investment Advisors, LLC 0.02% Reduce -21.6% 9,437 $1.2M
Savant Capital, LLC 0.01% Reduce -4.2% 9,417 $1.2M
Arax Advisory Partners 0.02% Add +728.5% 9,395 $1.2M
Jensen Investment Management Inc. 0.01% No change 9,320 $1.2M
Daymark Wealth Partners, LLC 0.04% Add +4.6% 9,308 $1.2M
Arista Wealth Management, LLC 0.15% No change 9,282 $1.2M
Dearborn Partners LLC 0.06% Add +0.8% 9,252 $1.2M
Pensionfund Sabic 0.32% No change 9,150 $1.2M
R Squared Ltd 0.49% New 9,054 $1.1M
Evercore Wealth Management, LLC 0.02% Add +0.3% 9,033 $1.1M
Caprock Group, LLC 0.03% — 8,199 $1.1M
Bangor Savings Bank 0.09% Reduce -4.4% 8,973 $1.1M
Empower Advisory Group, LLC 0.00% Add +0.2% 8,822 $1.1M
Howard Capital Management, LLC 0.01% Reduce -0.1% 8,796 $1.1M
IVC Wealth Advisors LLC 0.50% Reduce -12.1% 8,790 $1.1M
Sigma Planning Corp 0.03% Reduce -47.4% 8,769 $1.1M
Mufg Securities Americas Inc. 0.07% Add +23.1% 8,743 $1.1M
Douglass Winthrop Advisors, LLC 0.02% Reduce -6.4% 8,742 $1.1M
Onyx Bridge Wealth Group LLC 0.12% New 8,732 $1.1M
O'Keefe Stevens Advisory, Inc. 0.30% No change 8,722 $1.1M
East Coast Asset Management, LLC. 0.35% No change 8,712 $1.1M
Hartford Financial Management Inc. 0.29% Reduce -15.6% 8,603 $1.1M
Peapack Gladstone Financial Corp. 0.01% Reduce -0.8% 8,589 $1.1M
GTS Securities LLC 0.04% Add +248.8% 8,557 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -2.9% 8,492 $1.1M
IHT Wealth Management, LLC 0.03% Add +2.9% 8,464 $1.1M
Essex Financial Services, Inc. 0.06% Reduce -3.1% 8,408 $1.1M
US Asset Management LLC 0.88% No change 8,404 $1.1M
Freestone Capital Holdings, LLC 0.03% Reduce -2.9% 8,349 $1.1M
Nomura Holdings Inc. 0.01% New 8,334 $1.1M
Marshall Financial Group, LLC 0.21% Add +4.6% 8,324 $1.1M
Assetmark, Inc. 0.00% Add +7.9% 8,306 $1.1M
Csenge Advisory Group 0.05% Add +4.1% 8,287 $1.1M
Advocate Group LLC 0.17% Reduce -5.5% 8,286 $1.1M
Coldstream Capital Management Inc. 0.01% Reduce -24.2% 8,252 $1.0M
Evergreen Capital Management LLC 0.02% Reduce -5.8% 8,239 $1.0M
Transamerica Financial Advisors, LLC 0.09% Add +30.7% 8,192 $1.0M
Independent Advisor Alliance 0.03% Reduce -2.3% 8,186 $1.0M
Milestones Private Investment Advisors LLC 0.71% Reduce -6.4% 8,172 $1.0M
Shell Asset Management Co. 0.10% Reduce -34.2% 8,163 $1.0M
Leisure Capital Management 0.35% Reduce -1.3% 8,159 $1.0M
Walleye Capital LLC 0.01% Reduce -1.0% 8,130 $1.0M
Rehmann Capital Advisory Group 0.06% New 8,121 $1.0M
RFG Advisory, LLC 0.02% Reduce -0.5% 8,112 $1.0M
Redwood Investment Management, LLC 0.11% Reduce -27.7% 8,109 $1.0M
Asset Management Group, Inc. 0.17% Add +0.7% 8,108 $1.0M
Keeler Thomas Management LLC 0.47% Add +1.0% 8,078 $1.0M
Hills Bank & Trust Co 0.06% No change 8,035 $1.0M
IFP Advisors, Inc 0.03% Add +16.7% 8,033 $1.0M
Parallel Advisors, LLC 0.02% Reduce -9.5% 8,032 $1.0M
Ascentis Independent Advisors 0.17% Add +1.6% 8,001 $1.0M
Ostrum Asset Management 0.05% Add +38.5% 7,913 $1.0M
Hilltop National Bank 0.25% Reduce -5.0% 7,911 $1.0M
Tran Capital Management, L.P. 0.12% No change 7,887 $1000K
Transcend Capital Advisors, LLC 0.07% Reduce -4.3% 7,853 $995K
Westpac Banking Corp. 0.06% Add +317.3% 7,820 $991K
Bridgeway Capital Management, LLC 0.02% No change 7,800 $989K
Cordgrass Capital Advisors, LLC 0.24% Add +38.0% 7,790 $987K
Leavell Investment Management, Inc. 0.04% Add +29.8% 7,747 $982K
Cary Street Partners Financial LLC 0.03% Add +0.9% 7,734 $980K
Western Financial Corp 0.43% Add +8.0% 7,729 $980K
STRS Ohio 0.00% Add +0.0% 7,716 $978K
Guinness Atkinson Asset Management Inc 0.46% No change 7,606 $978K
Powers Advisory Group, LLC 0.39% Add +0.6% 7,698 $976K
Kessler Investment Group, LLC 0.42% Reduce -0.9% 7,687 $974K
Raiffeisen Bank International AG 0.01% Add +88.7% 7,564 $972K
First National Advisers, LLC 0.13% Add +2.8% 7,667 $972K
Salvus Wealth Management, LLC 0.54% Add +5.7% 7,664 $971K
South Dakota Investment Council 0.02% Reduce -5.0% 7,617 $966K
Albert D Mason Inc. 0.63% Add +5.6% 7,601 $964K
Tower Research Capital LLC (TRC) 0.03% Add +7.7% 7,588 $962K
Boston Research & Management Inc. 0.21% No change 7,555 $958K
Kapstone Financial Advisors LLC 0.45% No change 7,505 $951K
Diversify Advisory Services, LLC 0.03% Reduce -14.6% 8,244 $949K
Crews Bank & Trust 0.14% Reduce -1.0% 7,484 $949K
Beacon Pointe Advisors, LLC 0.01% Reduce -1.0% 7,466 $946K
Caxton Associates LLP 0.03% Add +7.7% 7,438 $943K
S.A. Mason LLC 0.41% Reduce -8.5% 7,413 $940K
Vontobel Holding Ltd. 0.00% Add +9.4% 7,410 $939K
Harbor Investment Advisory, LLC 0.08% Add +0.3% 7,379 $935K
Moors & Cabot, Inc. 0.04% Reduce -2.9% 7,336 $930K
Westerkirk Capital Inc. 0.11% Reduce -4.0% 7,300 $925K
Prosperity Consulting Group, LLC 0.05% Add +1.4% 7,270 $922K
PFG Investments, LLC 0.05% Add +1.0% 7,234 $917K
HM Payson & Co. 0.01% Add +4.3% 7,226 $916K
Aviance Capital Partners, LLC 0.11% Add +2.9% 7,223 $916K
Citizens Financial Group Inc. 0.01% Add +21.1% 7,211 $914K
Rogco, LP 0.32% Add +1.1% 7,201 $913K
Bard Financial Services, Inc. 0.10% No change 7,175 $910K
Oppenheimer Asset Management Inc. 0.01% Add +1.1% 7,173 $909K
Allen Capital Group, LLC 0.09% Add +0.4% 7,128 $903K
SouthState Bank Corp 0.04% Reduce -11.9% 7,098 $900K
Hall Capital Management Co. Inc. 0.35% Reduce -0.7% 7,081 $898K
Atlantic Union Bankshares Corp 0.02% Add +11.3% 7,077 $897K
Tiaa Trust, National Association 0.00% Reduce -3.1% 7,029 $891K
Signaturefd, LLC 0.01% Reduce -24.5% 7,028 $891K
GAMMA Investing LLC 0.05% Reduce -20.7% 6,989 $886K
Mgo One Seven LLC 0.02% Reduce -27.6% 6,987 $886K
Empirical Asset Management, LLC 0.25% Add +2.4% 6,962 $883K
Sfmg, LLC 0.06% No change 6,957 $882K
Brighton Jones LLC 0.02% Reduce -0.3% 6,936 $879K
Uniting Wealth Partners, LLC 0.21% New 6,913 $876K
Moment Partners, LLC 0.15% Add +1.4% 6,911 $876K
Financial Advisors Network, Inc. 0.12% Reduce -9.3% 6,903 $875K
Sagespring Wealth Partners, LLC 0.02% Reduce -19.2% 6,900 $875K
Qtron Investments LLC 0.11% Add +82.1% 6,837 $867K
Greatmark Investment Partners, Inc. 0.10% No change 6,778 $859K
Equitable Holdings, Inc. 0.01% Add +8.9% 6,772 $858K
Kentucky Trust Co 0.46% Reduce -3.2% 6,733 $853K
Cross Staff Investments Inc 0.59% Add +0.0% 6,723 $852K
Prelude Capital Management, LLC 0.07% New 6,660 $844K
Clifford Swan Investment Counsel LLC 0.03% No change 6,601 $837K
Fifth Third Wealth Advisors LLC 0.03% Reduce -0.4% 6,565 $832K
Marino, Stram & Associates LLC 0.15% Add +0.1% 6,546 $830K
Inlet Private Wealth, LLC 0.19% Reduce -74.0% 6,535 $828K
Jacobi Capital Management LLC 0.05% Add +10.6% 6,527 $827K
Granite Investment Partners, LLC 0.05% Reduce -10.6% 6,523 $827K
Elevated Capital Advisors, LLC 0.21% Reduce -11.7% 6,520 $827K
Beacon Financial Advisory LLC 0.19% Reduce -0.3% 6,487 $822K
Range Financial Group LLC 0.30% Reduce -0.6% 6,474 $821K
Rockland Trust Co. 0.03% Reduce -15.3% 6,457 $818K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -17.5% 6,449 $817K
2UniFi Bank 0.41% Add +11.7% 6,437 $816K
Cushing Capital Partners, LLC 0.64% Reduce -1.9% 6,432 $815K
Drucker Wealth 3.0, LLC 0.14% Add +23.5% 6,428 $815K
Venturi Wealth Management, LLC 0.04% Reduce -19.1% 6,419 $814K
Gen-Wealth Partners Inc 0.27% Reduce -3.0% 6,395 $811K
J. Safra Sarasin Holding AG 0.01% Reduce -45.1% 6,378 $808K
Sherbrooke Park Advisers LLC 0.37% New 6,360 $806K
Studio Investment Management LLC 0.15% Add +4.5% 6,323 $802K
Washington Trust Bank 0.06% Add +91.1% 6,292 $798K
Taylor Financial Group, Inc. 0.46% Reduce -0.8% 6,281 $796K
Compound Planning, Inc. 0.03% Reduce -5.0% 6,271 $795K
JBGlobal.com LLC 0.81% Reduce -2.8% 6,253 $793K
Johnson Investment Counsel Inc. 0.01% Add +22.7% 6,253 $793K
Sara-Bay Financial 0.22% Reduce -2.1% 6,251 $792K
MUFG Securities EMEA plc 0.02% Add +557.4% 6,206 $787K
Geneos Wealth Management Inc. 0.02% Add +6.5% 6,185 $784K
Rwa Wealth Partners, LLC 0.01% Add +7.2% 6,130 $777K
Simon Quick Advisors, LLC 0.04% Add +1.5% 6,126 $777K
AlphaCore Capital LLC 0.03% Reduce -20.4% 6,104 $774K
Groupama Asset Managment 0.01% Add +70.4% 6,084 $771K
Provenance Wealth Advisors, LLC 0.10% No change 6,053 $767K
Covenant Asset Management, LLC 0.14% Reduce -12.8% 5,973 $757K
Brooklyn Investment Group 0.10% Reduce -1.8% 5,258 $757K
Moneta Group Investment Advisors LLC 0.01% Add +2.9% 5,910 $749K
Mitchell McLeod Pugh & Williams Inc. 0.12% No change 6,038 $749K
Cornerstone Advisors, LLC 0.02% Reduce -55.3% 5,900 $748K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -12.6% 5,890 $747K
Eventide Asset Management, LLC 0.01% Reduce -10.3% 5,805 $746K
Bank & Trust Co 0.55% No change 5,884 $746K
Penn Davis McFarland Inc. 0.08% No change 5,881 $745K
Credit Industriel Et Commercial 0.17% Add +1.3% 5,867 $744K
Abn Amro Investment Solutions 0.02% No change 5,823 $738K
Jacksonville Wealth Management, LLC 0.54% Reduce -2.0% 5,819 $738K
Farmers & Merchants Investments Inc. 0.02% No change 5,808 $736K
SC&H Financial Advisors, Inc. 0.12% No change 5,802 $735K
Modera Wealth Management, LLC 0.01% Add +0.1% 5,756 $730K
Perbak Capital Partners LLP 0.13% New 5,744 $728K
Greenleaf Trust 0.01% Reduce -12.0% 5,739 $727K
Forza Wealth Management, LLC 0.28% No change 5,736 $727K
Cresset Asset Management, LLC 0.00% Add +7.3% 5,729 $726K
Burke & Herbert Bank & Trust Co. 0.16% No change 5,725 $726K
Argent Trust Co 0.03% Reduce -25.4% 5,702 $723K
High Falls Advisors, Inc 0.15% Add +0.1% 5,692 $722K
Chesley Taft & Associates LLC 0.03% Add +0.3% 5,664 $718K
HighPoint Advisor Group LLC 0.03% Add +0.2% 5,664 $718K
Segment Wealth Management, LLC 0.04% Reduce -3.8% 5,656 $717K
Kuhn & Co Investment Counsel 0.56% No change 5,578 $707K
Middleton & Co. Inc. 0.08% Reduce -6.7% 5,535 $702K
Torrey Growth & Income Advisors 0.21% — 5,532 $701K
ICICI Prudential Asset Management Co Ltd 0.07% Add +22.3% 5,522 $700K
Ausdal Financial Partners, Inc. 0.03% Add +0.6% 5,512 $699K
Broadwater Capital Management LLC 0.51% Reduce -99.3% 5,488 $696K
Norris Perne & French LLP 0.05% Add +0.6% 5,485 $695K
Post Resch Tallon Group Inc. 0.62% Add +0.1% 5,473 $694K
Vise Technologies, Inc. 0.03% Reduce -53.3% 5,454 $691K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +13.5% 5,446 $690K
NorthRock Partners, LLC 0.01% Add +30.2% 5,439 $689K
Kathmere Capital Management, LLC 0.05% Reduce -20.6% 5,436 $689K
STF Management LP 0.25% Reduce -2.9% 5,424 $688K
Aigen Investment Management, LP 0.11% New 5,370 $681K
AssuredPartners Investment Advisors, LLC 0.15% Add +19.3% 5,355 $679K
Linscomb Wealth, Inc. 0.03% Add +0.2% 5,344 $677K
Bridgefront Capital, LLC 0.20% New 5,344 $677K
Seelaus Asset Management LLC 0.55% Add +1.9% 5,342 $677K
Harbour Investments, Inc. 0.02% Reduce -0.5% 5,306 $673K
Coastal Bridge Advisors, LLC 0.05% Reduce -0.9% 5,216 $661K
Guyasuta Investment Advisors Inc. 0.04% Reduce -16.2% 5,162 $654K
Martin Capital Partners, LLC 0.25% Reduce -19.3% 5,118 $649K
Chemung Canal Trust Co. 0.13% Reduce -8.8% 5,113 $648K
Trust Co of the South 0.11% Add +5.2% 5,108 $647K
Versor Investments LP 0.12% New 5,100 $646K
Compass Ion Advisors, LLC 0.06% Reduce -0.5% 5,088 $645K
Park National Corp. 0.02% Reduce -6.7% 5,078 $644K
Stratos Wealth Advisors, LLC 0.03% Reduce -10.7% 5,058 $641K
Choate Investment Advisors 0.01% No change 5,051 $640K
Advisory Alpha, LLC 0.02% Add +35.0% 5,186 $640K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -1.4% 5,056 $630K
Tema ETFs LLC 0.05% New 4,959 $629K
Kanawha Capital Management LLC 0.04% No change 4,952 $628K
CHICAGO TRUST Co NA 0.09% Add +2.5% 4,952 $628K
Magnetar Financial LLC 0.00% New 4,929 $625K
Leigh Baldwin & Co., LLC 0.35% Add +31.1% 4,917 $623K
CX Institutional 0.02% Add +73.7% 4,909 $622K
NTV Asset Management LLC 0.07% No change 4,891 $620K
111 Capital 0.12% New 4,875 $618K
KFG Wealth Management, LLC 0.09% Reduce -8.2% 4,866 $617K
Sageworth Trust Co 0.03% New 4,861 $616K
Checchi Capital Advisers, LLC 0.04% Reduce -11.0% 4,820 $611K
Quadrant Capital Group LLC 0.02% Reduce -9.4% 4,819 $611K
Maridea Wealth Management LLC 0.09% New 4,817 $610K
Dark Forest Capital Management LP 0.02% Reduce -62.2% 4,801 $609K
Voleon Capital Management LP 0.01% Reduce -17.6% 4,794 $608K
Sunbelt Securities, Inc. 0.04% Add +1.1% 4,781 $606K
3Chopt Investment Partners, LLC 0.14% Reduce -3.0% 4,776 $605K
HUB Investment Partners, LLC 0.02% Reduce -3.3% 4,767 $604K
RDA Financial Network 0.15% Reduce -1.8% 4,715 $598K
Avidian Wealth Enterprises, LLC 0.02% Reduce -2.9% 4,704 $596K
Werlinich Asset Management, LLC 0.30% Add +1.6% 4,700 $596K
Human Investing LLC 0.09% Reduce -7.2% 4,695 $595K
Fiduciary Group, LLC 0.05% No change 4,633 $587K
CWS Financial Advisors, LLC 0.16% Add +11.3% 4,627 $587K
Burney Co./ 0.02% No change 4,625 $586K
Clark Capital Management Group, Inc. 0.00% Add +3.9% 4,622 $586K
SVB Wealth LLC 0.03% Reduce -2.2% 4,566 $579K
Valley Forge Investment Consultants Inc. Adv 0.17% No change 4,560 $578K
Continuum Advisory, LLC 0.06% Add +19.2% 4,540 $575K
Fayez Sarofim & Co 0.00% Reduce -7.3% 4,523 $573K
Private Trust Co. NA 0.05% Add +3.5% 4,523 $573K
MWA Asset Management 0.32% Reduce -4.6% 4,504 $571K
Master's Wealth Management Inc. 0.25% Reduce -3.9% 4,488 $569K
Aristides Capital LLC 0.17% No change 4,480 $568K
Procyon Advisors, LLC 0.03% Reduce -55.6% 4,470 $567K
Texas Capital Bank Wealth Management Services Inc 0.05% Reduce -6.3% 4,464 $566K
Trustmark Bank Trust Department 0.04% Add +1.6% 4,458 $565K
Spinnaker Trust 0.03% No change 4,456 $565K
Baader Bank Aktiengesellschaft 0.05% Reduce -23.6% 4,456 $562K
Integrated Advisors Network LLC 0.02% Add +2.3% 4,410 $559K
West Paces Advisors Inc. 0.11% Reduce -0.8% 4,395 $557K
Brevan Howard Capital Management LP 0.01% Reduce -69.5% 4,390 $556K
Montag A & Associates Inc. 0.03% No change 4,375 $555K
First PREMIER Bank 0.13% No change 4,373 $554K
Nottingham Advisors, Inc. 0.08% No change 4,353 $552K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -28.7% 4,347 $551K
Axxcess Wealth Management, LLC 0.01% Reduce -46.5% 4,338 $550K
Costello Asset Management, INC 0.18% Add +88.7% 4,329 $549K
Jmac Enterprises LLC 0.11% No change 4,300 $545K
Smartleaf Asset Management LLC 0.03% Add +59.5% 4,220 $542K
Pinnacle Bancorp, Inc. 0.16% Reduce -1.2% 4,233 $537K
Heritage Trust Co 0.06% Reduce -0.3% 4,231 $536K
Wimmer Associates 1, LLC 0.26% No change 4,214 $534K
Tocqueville Asset Management L.P. 0.01% Add +19.3% 4,209 $534K
Court Place Advisors, LLC 0.16% No change 4,195 $532K
Richards, Merrill & Peterson, Inc. 0.23% Add +1.3% 4,175 $529K
Global X Japan Co., Ltd. 0.05% Add +5536.5% 4,171 $529K
KRS Capital Management, LLC 0.32% Reduce -1.2% 4,168 $528K
Clean Yield Group 0.15% No change 4,160 $527K
Eastern Bank 0.01% Add +26.2% 4,117 $522K
Cornerstone Wealth Management, LLC 0.03% Add +13.9% 4,114 $522K
Bradyco, Inc. 0.59% No change 4,110 $521K
Spirepoint Private Client, LLC 0.05% Reduce -7.0% 4,092 $519K
Grey Ledge Advisors, LLC 0.12% Reduce -15.9% 4,090 $518K
Pitti Group Wealth Management, LLC 0.44% Add +0.1% 4,084 $518K
Advisors Capital Management, LLC 0.01% Add +0.3% 4,061 $515K
Avantax Planning Partners, Inc. 0.01% Reduce -0.6% 4,057 $514K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -1.4% 4,055 $514K
Ellevest, Inc. 0.07% Reduce -25.6% 4,054 $514K
Mendel Money Management 0.22% Add +0.1% 4,049 $513K
Boothbay Fund Management, LLC 0.01% Reduce -84.7% 4,039 $512K
Bridges Investment Management Inc. 0.01% Reduce -0.7% 4,039 $512K
Rise Advisors, LLC 0.18% Reduce -5.0% 4,037 $512K
Mutual Advisors, LLC 0.01% Add +21.4% 4,095 $511K
Clarius Group, LLC 0.03% Reduce -13.7% 4,019 $509K
EDENTREE ASSET MANAGEMENT Ltd 0.12% No change 4,000 $507K
Beck Mack & Oliver LLC 0.01% No change 4,000 $507K
Clearbridge Investments, LLC 0.00% No change 4,000 $507K
Pure Financial Advisors, LLC 0.01% Reduce -1.9% 3,984 $505K
Marble Harbor Investment Counsel, LLC 0.05% No change 3,978 $504K
Faithward Advisors, LLC 0.07% Add +0.2% 3,968 $503K
Mission Creek Capital Partners, Inc. 0.10% Reduce -2.2% 3,959 $502K
Flagship Harbor Advisors, LLC 0.02% Add +0.7% 3,943 $500K
Heritage Financial Services, LLC 0.04% Add +0.1% 3,934 $499K
Wealth Alliance, LLC 0.05% Reduce -5.3% 3,933 $499K
Premier Path Wealth Partners, LLC 0.06% Reduce -10.9% 3,906 $495K
Colonial Trust Co / SC 0.07% Add +12.3% 3,899 $494K
Arq Wealth Advisors, LLC 0.15% New 3,898 $494K
Emerald Advisors, LLC 0.07% Add +10.3% 3,893 $493K
Element Capital Management LLC 0.70% New 3,890 $493K
Dogwood Wealth Management LLC 0.22% Reduce -15.7% 3,882 $492K
Saratoga Research & Investment Management 0.03% No change 3,882 $492K
Integrity Alliance, Llc. 0.02% Add +7.8% 3,880 $492K
S-Bank Fund Management Ltd 0.07% Reduce -1.3% 3,880 $492K
Mission Wealth Management, LP 0.01% Reduce -8.7% 3,877 $491K
Astoria Portfolio Advisors LLC. 0.13% New 3,881 $491K
JBR Co Financial Management Inc 0.21% Reduce -3.7% 3,874 $491K
Arete Wealth Advisors, LLC 0.03% Add +9.7% 3,862 $490K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -98.7% 3,860 $489K
Andina Capital Management, LLC 0.28% Add +7.6% 3,851 $488K
Spirit of America Management Corp. 0.10% No change 3,850 $488K
Perigon Wealth Management, LLC 0.01% Reduce -8.0% 3,837 $486K
Brown Miller Wealth Management, LLC 0.14% No change 3,834 $486K
Jeppson Wealth Management, LLC 0.15% No change 3,819 $484K
Sage Mountain Advisors LLC 0.03% Reduce -23.2% 3,803 $482K
Valeo Financial Advisors, LLC 0.01% Reduce -2.7% 3,786 $480K
Hurlow Wealth Management Group, Inc. 0.12% Reduce -15.2% 3,783 $480K
Wolverine Trading, LLC 0.01% New 3,728 $479K
Quantum Portfolio Management LLC 0.14% Add +52.2% 3,751 $475K
Beacon Bank & Trust 0.10% Add +1.0% 3,740 $474K
Bouchey Financial Group, Ltd. 0.04% Reduce -5.0% 3,718 $471K
Compass Capital Management, Inc. 0.02% Reduce -0.1% 3,718 $471K
Legacy Capital Wealth Partners, LLC 0.10% Add +0.5% 3,718 $471K
Wharton Business Group, LLC 0.02% No change 3,715 $471K
Physicians Financial Services, Inc. 0.13% No change 3,702 $469K
Terra Nova Asset Management LLC 0.30% Reduce -2.7% 3,692 $468K
Impact Partnership Wealth, LLC 0.07% New 3,684 $467K
Field & Main Bank 0.14% Add +25.3% 3,678 $466K
Penobscot Investment Management Company, Inc. 0.04% Add +19.5% 3,675 $466K
Essex Bank 0.10% No change 3,674 $466K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -4.0% 3,671 $465K
Financial Management Professionals, Inc. 0.05% Reduce -1.4% 3,639 $461K
Savvy Advisors, Inc. 0.02% Add +2.2% 3,632 $460K
Level Four Advisory Services, LLC 0.02% Add +2.2% 3,614 $458K
Baron Wealth Management LLC 0.15% Reduce -2.5% 3,614 $458K
Roehl & Yi Investment Advisors, LLC 0.20% Reduce -3.4% 3,603 $457K
Confluence Wealth Services, Inc. 0.02% Add +8.2% 3,576 $453K
Haverford Trust Co 0.00% Reduce -1.4% 3,548 $450K
MTM Investment Management, LLC 0.14% Add +1.9% 3,547 $450K
Phoenix Wealth Advisors 0.17% Reduce -0.9% 3,546 $449K
First Heartland Consultants, Inc. 0.04% Add +2.1% 3,542 $449K
Tang Capital Management LLC 0.02% Reduce -41.4% 3,542 $449K
Pallas Capital Advisors LLC 0.02% Reduce -0.9% 3,531 $448K
Diversified Trust Co. 0.01% Add +61.1% 3,521 $446K
Secure Asset Management, LLC 0.07% Reduce -8.0% 3,599 $446K
Wynn Capital, LLC 0.22% Reduce -1.4% 3,520 $446K
RMR Capital Management, LLC 0.31% No change 3,506 $444K
Okabena Investment Services Inc. 0.09% Add +0.1% 3,504 $444K
Alethea Capital Management, LLC 0.28% New 3,493 $443K
Patten & Patten Inc. 0.03% Add +1.0% 3,479 $441K
Ifrah Financial Services, Inc. 0.11% Reduce -0.3% 3,470 $440K
EverSource Wealth Advisors, LLC 0.02% Reduce -24.2% 3,467 $439K
IFG Advisory, LLC 0.02% Reduce -1.4% 3,460 $439K
Capital Investment Advisory Services, LLC 0.03% Add +0.1% 3,452 $438K
Clifford Group, LLC 0.34% Reduce -8.2% 3,445 $437K
Arlington Trust Co LLC 0.08% Reduce -0.1% 3,431 $435K
Wedmont Private Capital 0.02% Reduce -14.4% 3,422 $435K
Rossmore Private Capital 0.05% No change 3,428 $435K
Professional Advisory Services Inc. 0.05% No change 3,400 $431K
International Assets Investment Management, LLC 0.03% No change 2,916 $430K
Finward Bancorp 0.32% No change 3,344 $424K
Cyndeo Wealth Partners, LLC 0.02% Reduce -1.1% 3,341 $424K
Praxis Investment Management Inc. 0.03% No change 3,334 $423K
Nwam LLC 0.02% Reduce -0.2% 3,340 $423K
Private Capital Management, LLC 0.04% Add +43.2% 3,318 $421K
Forum Financial Management, LP 0.01% Add +31.6% 3,303 $419K
44 Wealth Management LLC 0.14% Add +0.3% 3,300 $418K
Schmidt P J Investment Management Inc. 0.07% Reduce -0.3% 3,281 $416K
Riverview Trust Co 0.50% No change 3,279 $416K
Chase Investment Counsel Corp. 0.12% Reduce -12.3% 3,281 $415K
Sunpointe, LLC 0.15% Reduce -0.4% 3,270 $415K
Panagora Asset Management Inc. 0.00% Reduce -37.3% 3,253 $412K
Mechanics Financial Corp 0.16% No change 3,247 $412K
Blue Trust, Inc. 0.00% Add +7.8% 3,234 $410K
Sowell Financial Services LLC 0.02% Add +21.6% 3,232 $410K
Bryce Point Capital, LLC 0.49% New 3,197 $405K
Cigna Investments Inc. 0.06% No change 3,194 $405K
Ashton Thomas Securities, LLC 0.06% Reduce -1.7% 3,201 $404K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.8% 3,181 $403K
Biltmore Family Office, LLC 0.06% Add +2.6% 3,180 $403K
Palumbo Wealth Management LLC 0.13% Reduce -1.0% 3,178 $403K
Ti-Trust, Inc. 0.25% No change 3,170 $402K
Wakefield Asset Management LLLP 0.11% New 3,166 $401K
United Community Bank 0.12% Add +122.4% 3,158 $400K
Aufman Associates Inc 0.23% No change 3,154 $400K
Brown Brothers Harriman & Co. 0.00% Reduce -72.9% 3,153 $400K
Stratos Investment Management, LLC 0.02% Reduce -5.8% 3,152 $400K
McKinley Carter Wealth Services, Inc. 0.02% Add +0.9% 3,146 $399K
Key Financial Inc 0.07% Reduce -0.3% 3,213 $398K
Sendero Wealth Management, LLC 0.05% No change 3,142 $398K
Principle Wealth Partners LLC 0.02% No change 3,141 $398K
Meyer Handelman Co. 0.01% No change 3,100 $393K
Catalyst Financial Partners LLC 0.05% Add +3.5% 3,089 $392K
Roman Butler Fullerton & Co. 0.11% Reduce -8.5% 3,333 $391K
Harbour Trust & Investment Management Co 0.04% Reduce -0.8% 3,085 $391K
Tyche Wealth Partners LLC 0.07% Reduce -3.7% 3,068 $389K
Delta Investment Management, LLC 0.07% No change 3,056 $387K
Wesbanco Bank Inc. 0.01% Reduce -1.4% 3,054 $387K
San Luis Wealth Advisors LLC 0.07% New 3,030 $384K
Summit Wealth Partners, LLC 0.07% No change 3,027 $384K
Flaharty Asset Management, LLC 0.05% No change 3,022 $383K
Cascades Capital Asset Management, LLC 0.17% Add +0.8% 3,019 $383K
Romano Brothers and Company 0.04% No change 3,006 $381K
SRH Advisors, LLC 0.11% Reduce -5.3% 3,001 $380K
TrinityBridge Ltd 0.01% No change 3,000 $380K
Associated Banc-Corp 0.01% Add +2.4% 2,997 $380K
Cullen/Frost Bankers, Inc. 0.00% Add +18.6% 2,994 $380K
Swmg, LLC 0.11% Add +35.4% 3,022 $377K
Allegheny Financial Group 0.07% Add +0.1% 2,973 $377K
Aureus Asset Management, LLC 0.02% No change 2,964 $376K
Beacon Financial Strategies CORP 0.22% No change 2,958 $375K
QTR Family Wealth, LLC 0.18% Reduce -4.9% 2,954 $374K
Lazard Asset Management LLC 0.00% Reduce -83.8% 2,952 $374K
Carderock Capital Management Inc. 0.09% No change 2,950 $374K
Security Financial Services, INC. 0.06% Add +6.3% 2,939 $373K
Krane Funds Advisors LLC 0.01% Reduce -0.5% 2,950 $372K
M. Kraus & Co 0.10% Reduce -1.0% 2,934 $372K
Foundations Investment Advisors, LLC 0.01% Add +0.7% 2,928 $371K
RW Investment Management LLC 0.04% No change 2,924 $371K
TD Waterhouse Canada Inc. 0.00% Reduce -34.1% 2,965 $367K
Chesapeake Asset Management LLC 0.33% Reduce -1.3% 2,896 $367K
Claro Advisors Inc. 0.05% Reduce -8.2% 2,894 $367K
Forbes J M & Co. LLP 0.03% No change 2,884 $366K
Cannell & Spears LLC 0.01% Add +0.8% 2,876 $365K
Griffith & Werner, Inc. 0.19% — 3,252 $363K
Capula Management Ltd 0.00% New 2,853 $362K
STAR Financial Bank 0.21% Reduce -14.7% 2,844 $361K
Fiduciary Wealth Partners, LLC 0.15% Add +1941.0% 2,837 $360K
Old National Bancorp 0.01% Reduce -22.8% 2,833 $359K
Strategy Asset Managers LLC 0.06% Add +2.9% 2,828 $359K
Mountain Pacific Investment Advisers LLC 0.06% No change 2,826 $358K
Northwest Quadrant Wealth Management, LLC 0.08% Add +0.6% 2,824 $358K
Apollon Financial, LLC 0.06% Reduce -0.6% 2,798 $355K
Successful Portfolios LLC 0.21% Reduce -0.1% 2,790 $354K
PUREfi Wealth, LLC 0.27% Add +14.9% 2,786 $353K
FourThought Financial Partners, LLC 0.03% Reduce -5.2% 2,779 $352K
First Financial Bank - Trust Division 0.03% No change 2,771 $351K
South Plains Financial, Inc. 0.22% No change 2,765 $350K
Heritage Wealth Advisors 0.02% No change 2,753 $349K
Northcape Wealth Management, LLC 0.10% Add +0.8% 2,746 $348K
First National Corp. /Ma/ 0.07% No change 2,807 $348K
D.B. Root & Company, LLC 0.09% Reduce -0.9% 2,746 $348K
KCM Investment Advisors LLC 0.01% Add +2.4% 2,744 $348K
AA Financial Advisors, LLC 0.07% Reduce -9.9% 2,743 $348K
Private Wealth Asset Management, LLC 0.04% Reduce -18.6% 2,743 $348K
Norden Group LLC 0.04% Reduce -42.8% 2,742 $347K
Optimist Retirement Group LLC 0.16% Add +5.4% 2,733 $346K
ICW Investment Advisors LLC 0.13% Add +0.3% 2,725 $345K
CENTRAL TRUST Co 0.01% Reduce -1.2% 2,720 $345K
Ascent Wealth Partners, LLC 0.04% No change 2,700 $342K
One Charles Private Wealth Services, LLC 0.09% No change 2,700 $342K
SCS Capital Management LLC 0.00% Reduce -17.9% 2,684 $340K
Buckhead Capital Management LLC 0.12% Add +5.1% 2,682 $340K
Alpha Omega Wealth Management LLC 0.06% No change 2,682 $340K
Holderness Investments Co. 0.07% No change 2,681 $340K
Trueblood Wealth Management, LLC 0.13% Reduce -2.5% 2,672 $339K
NorthLanding Financial Partners, LLC 0.28% Add +0.0% 2,666 $338K
Atlas Legacy Advisors, LLC 0.07% Reduce -39.0% 2,657 $337K
Pine Valley Investments Ltd Liability Co 0.02% Add +24.1% 2,657 $337K
Independent Financial Group, LLC 0.01% Add +9.4% 2,653 $336K
Edgemoor Investment Advisors, Inc. 0.03% Add +12.2% 2,651 $336K
Sigma Investment Counselors Inc. 0.02% Reduce -9.0% 2,634 $334K
Autumn Glory Partners, LLC 0.14% No change 2,630 $333K
Optas, LLC 0.06% Add +5.3% 2,629 $333K
Patrick M Sweeney & Associates, Inc. 0.21% Add +2.1% 2,619 $332K
D'Orazio & Associates, Inc. 0.04% Reduce -5.1% 2,612 $331K
Fisher Asset Management 0.00% Reduce -6.5% 2,611 $331K
Patton Albertson Miller Group, LLC 0.04% Reduce -3.6% 2,605 $330K
Alberta Investment Management Corp 0.00% New 2,600 $330K
FAS Wealth Partners, Inc. 0.02% Add +0.1% 2,599 $329K
Curi Capital, LLC 0.01% Add +14.7% 2,594 $329K
Texas Bank & Trust Co 0.12% No change 2,592 $329K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -24.3% 2,585 $328K
Country Club Bank 0.02% No change 2,550 $328K
Archer Investment Corp 0.07% Add +0.2% 2,574 $326K
Trivium Point Advisory, LLC 0.03% Reduce -3.3% 2,565 $325K
Abich Financial Wealth Management LLC 0.12% — 2,563 $325K
Roberts Glore & Co. Inc. 0.09% No change 2,550 $323K
Westmount Partners, LLC 0.08% Reduce -0.6% 2,589 $321K
Douglas Lane & Associates, LLC 0.00% No change 2,531 $321K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.63% Reduce -93.3% 2,526 $320K
SevenBridge Financial Group, LLC 0.05% No change 2,873 $319K
Wood Tarver Financial Group, LLC 0.09% Reduce -3.8% 2,520 $319K
Red Door Wealth Management, LLC 0.03% Reduce -17.0% 2,501 $317K
Ingalls & Snyder LLC 0.01% No change 2,502 $317K
Richwood Investment Advisors, LLC 0.25% No change 2,497 $317K
Mather Group, Llc. 0.00% Reduce -3.6% 2,497 $317K
Cadence Bank 0.02% Add +0.5% 2,486 $315K
MRA Advisory Group 0.14% Add +7.8% 2,482 $315K
Farmers National Bank 0.07% New 2,482 $315K
Insigneo Advisory Services, LLC 0.02% Add +4.8% 2,475 $314K
Berkshire Asset Management LLC 0.01% Reduce -3.5% 2,465 $312K
Navalign, LLC 0.08% Add +7.0% 2,450 $311K
Fruth Investment Management 0.08% No change 2,451 $310K
Eisler Capital Management Ltd. 0.01% New 2,439 $309K
Cherry Creek Investment Advisors, Inc. 0.13% Reduce -1.6% 2,435 $309K
Perennial Investment Advisors, LLC 0.03% Reduce -0.9% 2,430 $308K
Fulcrum Capital LLC 0.06% No change 2,428 $308K
BSW Wealth Partners 0.04% Add +10.2% 2,419 $307K
New Hampshire Trust 0.06% Reduce -3.6% 2,418 $307K
Fielder Capital Group LLC 0.07% Reduce -0.8% 2,412 $306K
Aprio Wealth Management, LLC 0.03% Reduce -24.2% 2,410 $305K
LGT Group Foundation 0.00% Reduce -7.9% 2,458 $305K
CRA Financial Services, LLC 0.04% Add +0.5% 2,390 $303K
NorthCrest Asset Manangement, LLC 0.01% Reduce -44.1% 2,382 $303K
Arrow Financial Corp 0.03% Reduce -14.9% 2,378 $301K
Pettee Investors, Inc. 0.17% No change 2,375 $301K
Murphy, Middleton, Hinkle & Parker, Inc. 0.15% Reduce -8.4% 2,373 $301K
Mattern Wealth Management LLC 0.06% Reduce -16.7% 2,366 $300K
RB Capital Management, LLC 0.07% Add +0.7% 2,360 $299K
First Bank & Trust 0.05% Reduce -43.5% 2,344 $297K
Fiducient Advisors LLC 0.03% Add +0.4% 2,308 $293K
Belpointe Asset Management LLC 0.01% Reduce -7.5% 2,296 $291K
Seneca Financial Advisors LLC 0.10% Add +0.3% 2,297 $291K
Silvercrest Asset Management Group LLC 0.00% Reduce -10.1% 2,295 $291K
Syon Capital LLC 0.02% Reduce -40.7% 2,287 $290K
Lecap Asset Management Ltd. 0.10% New 2,282 $289K
Kingswood Wealth Advisors, LLC 0.02% Add +7.8% 2,255 $286K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,247 $285K
Verum Partners LLC 0.06% Reduce -1.0% 2,244 $284K
First Manhattan Co. Llc. 0.00% No change 2,235 $283K
Powell Investment Advisors, LLC 0.10% No change 2,228 $282K
Bryn Mawr Trust Advisors, LLC 0.01% Add +10.2% 2,226 $282K
Harold Davidson & Associates Inc. 0.13% Reduce -1.1% 2,225 $282K
Moseley Investment Management Inc. 0.09% Add +0.4% 2,219 $281K
Sunflower Bank, N.A. 0.07% Reduce -4.0% 2,214 $281K
Park Edge Advisors, LLC 0.06% No change 2,210 $280K
Stockman Wealth Management, Inc. 0.03% Reduce -1.7% 2,210 $280K
Oarsman Capital, Inc. 0.04% No change 2,205 $280K
Searle & Co. 0.07% No change 2,200 $279K
Fidelis Capital Partners, LLC 0.02% Reduce -7.6% 2,187 $277K
Beaumont Financial Advisors, LLC 0.02% Reduce -10.1% 2,174 $276K
Bank Ozk 0.10% Add +4.3% 2,168 $275K
Lombard Odier Asset Management (USA) Corp 0.07% New 2,165 $274K
Advisor OS, LLC 0.02% Reduce -15.9% 2,163 $274K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -1.4% 2,162 $274K
Family Legacy, Inc. 0.08% No change 2,160 $274K
Commonwealth Financial Services, LLC 0.05% Reduce -5.0% 2,153 $273K
Alpha Family Trust 0.13% Reduce -18.4% 2,150 $273K
Challenger Wealth Management 0.21% Reduce -31.6% 2,150 $273K
Trust Point Inc. 0.02% Add +8.6% 2,146 $272K
Weaver Capital Management LLC 0.06% Reduce -3.5% 2,140 $271K
UNIVEST FINANCIAL Corp 0.02% Reduce -4.4% 2,140 $271K
Oakworth Capital, Inc. 0.02% No change 2,132 $270K
Kagan Cocozza Asset Management 0.20% Reduce -0.1% 2,132 $270K
Klingman & Associates, LLC 0.01% Add +3.0% 2,131 $270K
American Capital Advisory, LLC 0.12% Reduce -0.2% 2,121 $269K
First National Bank of Hutchinson 0.14% New 2,116 $268K
Canandaigua National Trust Co of Florida 0.21% Reduce -22.2% 2,114 $268K
Silvant Capital Management LLC 0.01% No change 2,108 $267K
Bridgewater Advisors Inc. 0.02% Reduce -2.0% 2,368 $267K
M3 Advisory Group, LLC 0.17% Reduce -0.1% 2,105 $267K
Sloy Dahl & Holst, LLC 0.03% No change 2,100 $266K
First Interstate Bank 0.01% No change 2,094 $265K
Zacks Investment Management 0.00% Add +5.1% 2,094 $265K
FLC Capital Advisors 0.05% Reduce -0.1% 2,089 $265K
Larson Financial Group LLC 0.01% Reduce -17.9% 2,087 $265K
Founders Financial Alliance, LLC 0.05% New 2,082 $264K
Ledyard National Bank 0.02% Reduce -2.8% 2,082 $264K
Community Bank, N.A. 0.03% No change 2,075 $263K
Pine Haven Investment Counsel, Inc 0.19% Reduce -1.7% 2,073 $263K
WBH Advisory Inc. 0.02% No change 2,063 $262K
Aberdeen Wealth Management LLC 0.16% Add +0.1% 2,063 $262K
Kidder Stephen W 0.07% No change 2,040 $259K
Aries Wealth Management 0.06% No change 2,039 $258K
Outlook Wealth Advisors, LLC 0.06% New 2,030 $257K
WNY Asset Management, LLC 0.02% Add +1.7% 2,022 $256K
Strategic Family Wealth Counselors, L.L.C. 0.07% Reduce -0.4% 2,022 $256K
Kelly Financial Services LLC 0.07% Add +7.5% 2,020 $256K
Signature Estate & Investment Advisors LLC 0.01% Add +1.9% 2,018 $256K
Pinnacle Wealth Management Group, Inc. 0.13% No change 2,007 $254K
Visionary Wealth Advisors 0.01% New 2,000 $254K
Birch Hill Investment Advisors LLC 0.01% No change 2,000 $254K
Sequent Asset Management, LLC 0.12% No change 2,000 $254K
Long Road Investment Counsel, LLC 0.09% No change 2,000 $254K
Shayne & Jacobs, LLC 0.08% No change 2,000 $254K
Provident Investment Management, Inc. 0.02% No change 1,999 $253K
Cahaba Wealth Management, Inc. 0.02% Add +2.5% 1,966 $249K
Hunter Associates Investment Management LLC 0.03% No change 1,954 $249K
Dodds Wealth, LLC 0.06% No change 1,962 $249K
CPC Advisors, LLC 0.03% Add +0.3% 1,960 $248K
KPP Advisory Services LLC 0.04% Reduce -0.3% 1,948 $247K
Vest Financial, LLC 0.00% Add +36.0% 1,940 $246K
Rockline Wealth Management, LLC 0.05% No change 1,929 $245K
Great Valley Advisor Group, Inc. 0.00% Reduce -2.7% 1,922 $244K
Nikulski Financial, Inc. 0.06% No change 1,922 $244K
Balefire, LLC 0.05% Add +3.6% 1,919 $243K
Enclave Advisors LLC 0.04% No change 1,918 $243K
Becker Capital Management Inc. 0.01% No change 1,911 $242K
Aspen Investment Management Inc 0.09% No change 1,909 $242K
Parsonex Advisory Services, Inc. 0.16% Reduce -2.8% 1,908 $242K
Truvestments Capital LLC 0.04% New 1,905 $241K
Magnus Financial Group LLC 0.02% Add +0.6% 1,898 $241K
ARS Wealth Advisors Group, LLC 0.02% Add +1.0% 1,891 $240K
Regent Peak Wealth Advisors LLC 0.05% — 1,891 $240K
Capital Advisors Wealth Management, LLC 0.03% Add +0.1% 1,889 $240K
Childress Capital Advisors, LLC 0.04% Add +31.5% 1,885 $239K
Schwartz Investment Counsel Inc. 0.01% No change 1,879 $238K
apricus wealth, LLC 0.13% Add +4.2% 1,869 $237K
Parallax Volatility Advisers, L.P. 0.01% New 1,848 $234K
Trust Co. of Toledo NA 0.02% No change 1,848 $234K
Elevation Point Wealth Partners, LLC 0.02% Add +147.3% 1,845 $234K
City State Bank 0.07% Reduce -2.6% 1,842 $233K
Oak Hill Wealth Advisors, LLC 0.04% No change 1,840 $233K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,830 $232K
Syntax Research, Inc. 0.15% No change 1,826 $231K
TRUE Private Wealth Advisors 0.02% No change 1,818 $230K
Nixon Peabody Trust Co. 0.02% Reduce -10.5% 1,816 $230K
VestGen Advisors, LLC 0.01% Reduce -3.5% 1,811 $230K
Apeiron RIA LLC 0.05% Reduce -6.6% 1,793 $228K
SP Asset Management LLC 0.02% Add +0.8% 1,798 $228K
Cary Street Partners Investment Advisory LLC 0.10% Add +4.3% 1,798 $228K
Centennial Bank 0.09% No change 1,798 $228K
Tritonpoint Wealth, LLC 0.02% Reduce -3.5% 1,795 $228K
Pinion Investment Advisors, LLC 0.06% Add +0.1% 1,826 $227K
Greykasell Wealth Strategies, Inc. 0.10% No change 1,790 $227K
Advyzon Investment Management, LLC 0.04% Add +27.6% 1,784 $226K
Penserra Capital Management LLC 0.00% Add +1.1% 1,791 $226K
ESL Trust Services, LLC 0.04% Add +7.5% 1,774 $225K
S&co Inc. 0.01% No change 1,775 $224K
Cape Ann Savings Bank 0.12% No change 1,767 $224K
Cornerstone Wealth Group, LLC 0.02% Reduce -9.2% 1,764 $224K
Cranbrook Wealth Management, LLC 0.04% No change 1,759 $223K
Optivise Advisory Services LLC 0.13% Reduce -17.4% 1,753 $222K
Souders Financial Advisors 0.03% Reduce -17.1% 1,753 $222K
Mitchell Sinkler & Starr 0.10% No change 1,750 $222K
Mitchell Capital Management Co. 0.04% New 1,750 $222K
LMCG Investments, LLC 0.01% No change 1,750 $222K
Ethos Financial Group, LLC 0.02% Reduce -10.1% 1,749 $222K
Silver Oak Securities, Incorporated 0.02% New 1,748 $222K
Blackston Financial Advisory Group, LLC 0.13% Reduce -2.7% 1,745 $221K
Bey-Douglas LLC 0.16% Add +2.0% 1,739 $220K
Alta Advisers Ltd 0.07% No change 1,730 $219K
GeoWealth Management, LLC 0.01% Reduce -3.0% 1,714 $217K
Smithbridge Asset Management Inc. 0.03% No change 1,700 $215K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -4.5% 1,698 $215K
Opus Capital Group, LLC 0.02% Reduce -5.5% 1,694 $215K
Joule Financial, LLC 0.06% Reduce -9.2% 1,689 $214K
Stokes Family Office, LLC 0.02% New 1,684 $213K
Great Lakes Advisors, LLC 0.00% Reduce -0.9% 1,676 $212K
Measured Wealth Private Client Group, LLC 0.06% No change 1,674 $212K
St Germain D J Co. Inc. 0.01% Reduce -10.7% 1,674 $212K
Goelzer Investment Management, Inc. 0.01% Add +2.6% 1,672 $212K
Formidable Asset Management, LLC 0.03% No change 1,456 $212K
Noble Family Wealth, LLC 0.05% New 1,665 $211K
Thoroughbred Financial Services, LLC 0.01% Reduce -30.6% 1,666 $211K
Quaker Wealth Management, LLC 0.07% Add +5.0% 1,650 $209K
Murphy & Mullick Capital Management Corp 0.15% No change 1,648 $209K
King Wealth Management Group 0.03% Reduce -2.1% 1,634 $207K
Cidel Asset Management Inc. 0.01% No change 1,632 $207K
Moloney Securities Asset Management, LLC 0.02% Reduce -5.8% 1,631 $207K
Bank of New Hampshire 0.05% No change 1,630 $207K
Brass Tax Wealth Management, Inc. 0.03% Reduce -11.9% 1,630 $207K
Measured Risk Portfolios, Inc. 0.22% Reduce -2.7% 1,618 $205K
Trek Financial, LLC 0.01% Add +4.9% 1,610 $204K
Investment Advisory Services Inc. /TX 0.06% No change 1,609 $204K
Destination Wealth Management 0.01% New 1,604 $203K
PDS Planning, Inc 0.01% Reduce -11.3% 1,601 $203K
Prentice Wealth Management LLC 0.05% New 1,600 $203K
Hardman Johnston Global Advisors LLC 0.01% No change 1,600 $203K
Wealth Alliance Advisory Group, LLC 0.04% Reduce -21.5% 1,599 $203K
Leo Wealth, LLC 0.03% Reduce -13.8% 1,593 $202K
GoalVest Advisory LLC 0.04% No change 1,593 $202K
Marex Group Ltd 0.00% New 1,588 $201K
Salem Investment Counselors Inc. 0.01% Add +50.8% 1,571 $199K
Glen Eagle Advisors, LLC 0.03% No change 1,500 $190K
Holos Integrated Wealth LLC 0.11% No change 1,503 $189K
Covestor Ltd 0.10% Reduce -6.0% 1,480 $188K
TFC Financial Management, Inc. 0.02% No change 1,483 $188K
Washington Trust Advisors, Inc. 0.01% No change 1,470 $186K
Valley National Advisers Inc. 0.03% Reduce -0.1% 1,469 $186K
Park Place Capital Corp 0.04% No change 1,431 $181K
Capital Advisors, Ltd. LLC 0.02% Reduce -0.1% 1,414 $179K
Rosenberg Matthew Hamilton 0.04% No change 1,406 $178K
Smithfield Trust Co 0.01% Reduce -3.5% 1,400 $178K
CVA Family Office, LLC 0.02% Reduce -7.4% 1,396 $177K
Duncker Streett & Co. Inc. 0.03% Reduce -2.7% 1,390 $176K
Hazlett, Burt & Watson, Inc. 0.06% Add +10.5% 1,375 $174K
MCF Advisors LLC 0.01% No change 1,370 $174K
Indiana Trust & Investment Management Co 0.05% No change 1,366 $173K
Creative Financial Designs Inc. 0.01% Reduce -4.8% 1,348 $171K
AdvisorNet Financial, Inc 0.01% Reduce -0.7% 1,340 $170K
SJS Investment Consulting Inc. 0.02% Add +11618.2% 1,289 $163K
Creekmur Asset Management LLC 0.03% Reduce -40.3% 1,280 $162K
O'Brien Wealth Partners LLC 0.02% No change 1,279 $162K
Old Second National Bank of Aurora 0.03% No change 1,266 $160K
Blume Capital Management, Inc. 0.03% No change 1,265 $160K
Goodman Advisory Group, LLC 0.04% No change 1,240 $157K
Spire Wealth Management 0.01% Reduce -12.0% 1,239 $157K
Louisbourg Investments Inc. 0.03% No change 1,200 $152K
Deseret Mutual Benefit Administrators 0.06% Add +4.1% 1,195 $151K
Addison Advisors LLC 0.03% Reduce -2.9% 1,175 $149K
Parkside Financial Bank & Trust 0.01% Reduce -5.3% 1,159 $147K
AlphaQuest LLC 0.01% Add +176.4% 1,158 $147K
Barrett & Company, Inc. 0.05% No change 1,120 $142K
Birch Capital Management, LLC 0.07% Reduce -84.9% 1,064 $135K
Evergreen Private Wealth LLC 0.05% Reduce -2.6% 1,059 $134K
Rialto Wealth Management, LLC 0.03% Reduce -0.6% 1,040 $132K
Pingora Partners LLC 0.08% No change 1,000 $127K
Morton Brown Family Wealth, LLC 0.04% No change 985 $125K
Delta Asset Management LLC 0.01% No change 968 $123K
Hollencrest Capital Management 0.00% No change 964 $122K
LGT Financial Advisors LLC 0.26% Add +0.4% 959 $122K
Cromwell Holdings LLC 0.06% Reduce -2.7% 958 $121K
Bartlett & Co. Wealth Management LLC 0.00% Add +53.4% 936 $119K
Mascoma Wealth Management LLC 0.03% Add +0.1% 917 $116K
Logan Capital Management Inc. 0.00% No change 884 $112K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -1.2% 877 $111K
Operose Advisors LLC 0.03% No change 870 $110K
SOA Wealth Advisors, LLC. 0.02% Add +0.7% 866 $110K
CYBER HORNET ETFs LLC 0.07% Add +3.5% 858 $109K
Quent Capital, LLC 0.01% New 852 $108K
Limestone Investment Advisors LP 0.05% New 820 $104K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 800 $101K
Cohen & Steers, Inc. 0.00% Reduce -0.9% 800 $101K
Sentry Investment Management LLC 0.06% Reduce -24.3% 770 $97K
Ofi Invest Asset Management 0.00% Add +34.7% 897 $97K
Optimum Investment Advisors 0.04% No change 750 $95K
American National Bank & Trust 0.01% Reduce -43.6% 712 $90K
Asset Dedication, LLC 0.01% No change 711 $90K
SBI Securities Co., Ltd. 0.00% Add +19.6% 697 $88K
Vestor Capital, LLC 0.01% Reduce -48.8% 689 $87K
Texas Capital Bancshares Inc 0.03% New 675 $86K
Parvin Asset Management, LLC 0.08% No change 670 $85K
Salomon & Ludwin, LLC 0.01% Add +42.5% 677 $84K
Dagco, Inc. 0.02% Add +0.8% 653 $83K
Security National Bank 0.01% No change 640 $81K
Boyd Watterson Asset Management LLC 0.02% Reduce -0.8% 638 $81K
Missouri Trust & Investment Co 0.02% No change 637 $81K
Rothschild Investment LLC 0.00% Add +1.8% 636 $81K
Colonial Trust Advisors 0.01% Add +2432.0% 633 $80K
General Partner, Inc. 0.04% No change 618 $78K
Princeton Global Asset Management LLC 0.01% Add +95.6% 616 $78K
Canton Hathaway, LLC 0.01% No change 586 $74K
Steigerwald, Gordon & Koch Inc. 0.01% New 575 $73K
Darwin Wealth Management, LLC 0.02% Add +0.2% 570 $72K
North Capital, Inc. 0.05% Add +0.2% 552 $70K
Monetary Management Group Inc. 0.02% No change 550 $70K
West Branch Capital LLC 0.02% No change 541 $69K
CNB Bank 0.03% Add +79.3% 538 $68K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 504 $64K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 500 $63K
Paradigm Asset Management Co. LLC 0.01% No change 497 $63K
Loomis Sayles & Co. L P 0.00% Reduce -21.4% 496 $63K
Crowley Wealth Management, Inc. 0.05% No change 487 $62K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -22.1% 470 $60K
Root Financial Partners, LLC 0.00% New 467 $59K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -99.3% 465 $59K
Grove Bank & Trust 0.01% No change 453 $57K
Tradewinds Capital Management, LLC 0.01% No change 450 $57K
Hantz Financial Services, Inc. 0.00% Reduce -29.1% 439 $56K
Foster Dykema Cabot & Partners, LLC 0.00% No change 435 $55K
TCTC Holdings, LLC 0.00% No change 426 $54K
Armstrong Advisory Group, Inc. 0.00% No change 424 $54K
Cheviot Value Management, LLC 0.01% No change 432 $54K
Ameriflex Group, Inc. 0.02% Add +180.5% 418 $53K
New England Capital Financial Advisors LLC 0.02% Add +0.7% 411 $52K
Investors Research Corp 0.01% No change 400 $51K
Bruce G. Allen Investments, LLC 0.04% Reduce -1.7% 398 $50K
Golden State Wealth Management, LLC 0.01% No change 396 $50K
Carolina Wealth Advisors, LLC 0.02% New 394 $50K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 390 $49K
DecisionPoint Financial, LLC 0.01% No change 397 $49K
TruNorth Capital Management, LLC 0.01% No change 388 $49K
Richardson Financial Services Inc. 0.03% Add +1.8% 387 $49K
Bogart Wealth, LLC 0.00% Add +1.6% 385 $49K
Clearstead Trust, LLC 0.01% Add +0.8% 380 $48K
Sittner & Nelson, LLC 0.02% No change 378 $48K
Front Row Advisors LLC 0.02% No change 376 $48K
First Community Trust NA 0.04% No change 371 $47K
Castleark Management LLC 0.00% No change 360 $46K
Toth Financial Advisory Corp. 0.00% No change 357 $45K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -6.3% 354 $44K
E Fund Management (Hong Kong) Co., Ltd. 0.03% Add +193.2% 346 $44K
Wealth Watch Advisors, INC 0.02% New 333 $42K
Cedar Mountain Advisors, LLC 0.01% Add +0.6% 331 $42K
Itau Unibanco Holding S.A. 0.00% Reduce -4.5% 319 $40K
Peoples Financial Services Corp. 0.02% No change 316 $40K
Tidemark, LLC 0.01% No change 311 $39K
Principia Wealth Advisory, LLC 0.03% Add +2121.4% 311 $39K
Hemington Wealth Management 0.01% Reduce -12.0% 309 $39K
Mark Sheptoff Financial Planning, LLC 0.02% No change 300 $38K
Bellevue Asset Management, LLC 0.02% No change 298 $38K
Fortis Group Advisors, LLC 0.01% No change 298 $38K
Caitlin John, LLC 0.03% New 286 $36K
DHJJ Financial Advisors, Ltd. 0.01% No change 286 $36K
BankPlus Trust Department 0.01% No change 280 $35K
Westfuller Advisors, LLC 0.02% New 272 $35K
Evolution Advisers, Inc. 0.02% No change 275 $34K
Westside Investment Management, Inc. 0.01% Add +22.9% 263 $33K
JFS Wealth Advisors, LLC 0.00% Reduce -0.8% 258 $33K
Mma Asset Management LLC 0.01% New 255 $32K
Asset Planning,Inc 0.02% No change 255 $32K
KERR FINANCIAL PLANNING Corp 0.05% — 290 $32K
Plante Moran Financial Advisors, LLC 0.00% No change 250 $32K
Stance Capital LLC 0.01% New 243 $31K
Aventura Private Wealth, LLC 0.01% Reduce -14.7% 243 $31K
Medallion Wealth Advisors, LLC 0.01% No change 225 $29K
MV Capital Management, Inc. 0.00% Reduce -1.3% 225 $29K
Stuart Chaussee & Associates, Inc. 0.01% No change 220 $28K
Consultiva Wealth Management, Corp. 0.08% No change 219 $28K
Vermillion & White Wealth Management Group, LLC 0.02% New 216 $27K
Hopwood Financial Services, Inc. 0.02% No change 200 $25K
Heartwood Wealth Advisors LLC 0.00% New 200 $25K
Alpine Bank Wealth Management 0.00% Reduce -11.7% 197 $25K
Millstone Evans Group, LLC 0.02% No change 194 $25K
Nova Wealth Management, Inc. 0.02% Reduce -47.5% 190 $24K
Pittenger & Anderson Inc. 0.00% Add +32.2% 189 $24K
Valued Wealth Advisors LLC 0.01% Reduce -28.2% 188 $24K
Catalyst Capital Advisors LLC 0.00% Reduce -72.8% 183 $23K
Prestige Wealth Management Group LLC 0.00% Reduce -23.0% 181 $23K
Cedar Wealth Management, LLC 0.01% No change 167 $21K
Ameritas Advisory Services, LLC 0.00% Reduce -90.2% 166 $21K
Beaird Harris Wealth Management, LLC 0.00% Add +1.2% 163 $21K
ORG Partners LLC 0.00% Reduce -55.3% 162 $21K
Founders Capital Management 0.01% No change 157 $20K
GPS Wealth Strategies Group, LLC 0.00% Reduce -41.1% 155 $20K
Imprint Wealth LLC 0.06% — 150 $19K
Tortoise Investment Management, LLC 0.00% Reduce -1.4% 143 $18K
Physician Wealth Advisors, Inc. 0.00% Add +775.0% 140 $18K
Bell Investment Advisors, Inc 0.00% Reduce -14.9% 137 $17K
Redwood Park Advisors LLC 0.01% Add +0.8% 132 $17K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 126 $16K
TOWER TRUST & INVESTMENT Co 0.01% No change 126 $16K
First Pacific Financial 0.00% Add +0.8% 125 $16K
Quarry LP 0.00% Reduce -41.2% 120 $15K
N.E.W. Advisory Services LLC 0.00% No change 116 $15K
Advantage Trust Co 0.01% Reduce -8.7% 115 $15K
Fortitude Family Office, LLC 0.00% Add +3.7% 113 $14K
Piscataqua Savings Bank 0.01% No change 113 $14K
Hanson & Doremus Investment Management 0.00% New 109 $14K
Whipplewood Advisors, LLC 0.01% Reduce -64.2% 105 $13K
Versant Capital Management, Inc 0.00% Reduce -91.1% 104 $13K
Tsfg, LLC 0.00% Reduce -54.4% 105 $13K
AllSquare Wealth Management LLC 0.01% No change 100 $13K
Horizon Financial Services, LLC 0.01% Add +376.2% 100 $13K
Banque Transatlantique SA 0.00% No change 100 $13K
Roxbury Financial LLC 0.01% No change 98 $12K
Private Wealth Management Group, LLC 0.00% Reduce -11.2% 95 $12K
Strengthening Families & Communities, LLC 0.00% New 93 $12K
Strategic Wealth Partners, Ltd. 0.00% No change 92 $12K
Solstein Capital, LLC 0.01% Reduce -15.7% 91 $12K
Sachetta, LLC 0.00% Reduce -15.9% 90 $11K
Red Tortoise LLC 0.00% No change 85 $11K
Country Trust Bank 0.00% New 83 $11K
Painted Porch Advisors LLC 0.00% No change 82 $10K
BNP Paribas 0.00% New 81 $10K
Lowe Wealth Advisors, LLC 0.00% No change 80 $10K
Evermay Wealth Management LLC 0.00% No change 80 $10K
Strategic Advocates LLC 0.00% New 77 $10K
Pineridge Advisors LLC 0.00% Add +72.7% 76 $10K
Ancora Advisors LLC 0.00% No change 76 $10K
Manning & Napier Advisors LLC 0.00% New 75 $10K
DT Investment Partners, LLC 0.00% No change 73 $9K
Main Street Group, LTD 0.00% No change 71 $9K
Creative Capital Management Investments LLC 0.00% No change 70 $9K
CGC Financial Services, LLC 0.00% No change 70 $9K
Howard Hughes Medical Institute 0.01% No change 69 $9K
1248 Management, LLC 0.00% No change 69 $9K
Adirondack Trust Co. 0.00% No change 69 $9K
Alexis Investment Partners, LLC 0.00% New 64 $8K
Keener Financial Planning LLC 0.00% No change 69 $8K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -97.8% 61 $8K
Zions Bancorporation, National Association 0.00% Reduce -89.2% 61 $8K
Hughes Financial Services, LLC 0.00% Reduce -5.6% 68 $8K
Halbert Hargrove Global Advisors, LLC 0.00% Add +16.0% 58 $7K
Quest 10 Wealth Builders, Inc. 0.01% Add +1766.7% 56 $7K
Summit Securities Group LLC 0.00% New 55 $7K
Meeder Asset Management Inc. 0.00% Add +13.0% 52 $7K
Fourth Dimension Wealth, LLC 0.00% No change 50 $6K
Raffa Wealth Management, LLC 0.00% Add +25.0% 50 $6K
Aventus Investment Advisors, Inc. 0.01% No change 49 $6K
NFSG Corp 0.00% No change 43 $6K
Global Wealth Strategies & Associates 0.00% Add +141.2% 41 $5K
Manchester Capital Management LLC 0.00% Add +5.1% 41 $5K
Cornerstone Planning Group LLC 0.00% Reduce -66.7% 28 $5K
Wealth Preservation Advisors, LLC 0.00% Reduce -2.4% 40 $5K
Avion Wealth 0.00% Reduce -35.2% 46 $5K
Roble, Belko & Company, Inc 0.00% New 42 $5K
Copia Wealth Management 0.00% No change 39 $5K
Financial Gravity Asset Management, Inc. 0.00% — 39 $5K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -36.2% 37 $5K
Noble Wealth Management PBC 0.00% — 36 $5K
HHM Wealth Advisors, LLC 0.00% No change 34 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 34 $4K
Abound Wealth Management 0.00% No change 33 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.2% 30 $4K
Global Trust Asset Management, LLC 0.00% No change 33 $4K
Tower View Wealth Management LLC 0.00% No change 33 $4K
Friedenthal Financial 0.00% No change 32 $4K
Kilter Group LLC 0.00% Reduce -15.8% 32 $4K
Cloud Capital Management, LLC 0.00% New 38 $4K
Delos Wealth Advisors, LLC 0.00% No change 31 $4K
FSA Wealth Management LLC 0.00% No change 31 $4K
Kozak & Associates, Inc. 0.00% Reduce -53.5% 33 $4K
Dunhill Financial, LLC 0.00% Reduce -63.6% 28 $3K
True Wealth Design, LLC 0.00% Reduce -50.9% 27 $3K
Aspect Partners, LLC 0.00% Add +85.7% 26 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 24 $3K
Centerpoint Advisors, LLC 0.00% No change 21 $3K
Longfellow Investment Management Co. LLC 0.00% No change 23 $3K
Burkett Financial Services, LLC 0.00% No change 22 $3K
Marquette Asset Management, LLC 0.00% New 21 $3K
Essential Partners LLC 0.00% Add +375.0% 19 $2K
Trifecta Capital Advisors, LLC 0.00% No change 19 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +90.0% 19 $2K
WPG Advisers, LLC 0.00% Add +38.5% 18 $2K
Binnacle Investments Inc 0.00% No change 18 $2K
Lavaca Capital LLC 0.00% Reduce -99.2% 18 $2K
Highline Wealth Partners LLC 0.00% Reduce -29.2% 17 $2K
1620 Investment Advisors, Inc. 0.00% No change 16 $2K
Turning Point Benefit Group, Inc. 0.00% New 16 $2K
Raleigh Capital Management Inc. 0.00% No change 16 $2K
Sound Income Strategies, LLC 0.00% Reduce -82.1% 15 $2K
Financial Network Wealth Advisors LLC 0.00% No change 15 $2K
Clark Wealth Partners 0.00% Reduce -37.5% 15 $2K
WealthCollab, LLC 0.00% No change 13 $2K
LRI Investments, LLC 0.00% New 13 $2K
S&T Bank 0.00% Add +37.5% 11 $1K
Minot DeBlois Advisors LLC 0.00% Reduce -28.6% 10 $1K
Wolff Wiese Magana LLC 0.00% No change 10 $1K
Guerra Advisors Inc 0.00% New 10 $1K
Financial Consulate, Inc. 0.00% New 10 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 10 $1K
Avalon Trust Co 0.00% New 8 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 8 $1K
First Command Advisory Services, Inc. 0.00% No change 8 $1K
Winthrop Capital Management, LLC 0.00% No change 8 $1K
HFM Investment Advisors, LLC 0.00% Reduce -30.0% 7 $887
Stone House Investment Management, LLC 0.00% Reduce -50.0% 7 $887
Bare Financial Services, Inc 0.00% Reduce -80.8% 5 $634
Activest Wealth Management 0.00% Reduce -93.2% 5 $634
Seneschal Advisors, LLC 0.00% New 4 $508
Winnacle Wealth LLC 0.00% New 4 $508
Nvwm, LLC 0.00% Reduce -20.0% 4 $507
ROSS\JOHNSON & Associates LLC 0.01% No change 3 $380
Hurley Capital, LLC 0.00% New 3 $380
High Note Wealth, LLC 0.00% Add +200.0% 3 $380
State of Wyoming 0.00% No change 3 $380
Cape Investment Advisory, Inc. 0.00% Reduce -98.3% 2 $254
Leonteq Securities AG 0.00% Reduce -80.0% 1 $127
Y.D. More Investments Ltd 0.00% New 96 $37

"% of holder's portfolio" is PAYX's weight in each manager's 13F, not the share of Paychex Inc. the manager owns.