PaychexPAYX

13F holders, Q1 2026 (March 31)
1,514holders −77
125new positions
209sold out
8famous investors
$92.20avg. 13F price*

At the end of Q1 2026, 1,514 institutions reported holding Paychex Inc. (PAYX) in their 13F filings, down 77 from Q4 2025. 125 opened new positions and 209 sold out. The largest holders were Capital International Investors ($2.8B), BlackRock, Inc. ($2.6B) and Vanguard Capital Management LLC ($1.9B). 8 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Tom Gayner (0.1% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions125$214.7M
Exits209$227.6M

All 13F filers, Q4 2025 → Q1 2026: 25,532,886 shares bought and 19,910,881 shares sold, net +5,622,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,514 holders

Capital International Investors 0.65% Reduce -1.1% 29,948,686 $2.8B
BlackRock, Inc. 0.05% Add +1.9% 28,414,452 $2.6B
Vanguard Capital Management LLC 0.05% — 20,965,270 $1.9B
Vanguard Portfolio Management LLC 0.07% — 15,249,560 $1.4B
State Street Corp. 0.04% Add +0.4% 14,049,628 $1.3B
Invesco Ltd. 0.12% Add +6.1% 12,784,802 $1.2B
Geode Capital Management, LLC 0.06% Add +5.8% 10,270,528 $951.4M
Charles Schwab Investment Management Inc. 0.13% Reduce -18.8% 9,375,253 $863.6M
Federated Hermes, Inc. 0.88% Add +144.3% 5,885,576 $542.2M
Morgan Stanley 0.03% Add +9.4% 5,298,028 $488.1M
Bank of America Corp. 0.03% Reduce -19.2% 4,323,890 $398.3M
Wells Fargo & Company 0.08% Reduce -34.7% 4,239,248 $390.5M
Northern Trust Corp. 0.05% Reduce -7.8% 3,996,797 $368.2M
Goldman Sachs Group Inc. 0.05% Add +8.5% 3,959,316 $364.7M
Select Equity Group, L.P. 1.80% Reduce -35.8% 3,670,073 $338.1M
UBS Group AG 0.06% Add +3.0% 3,532,389 $325.4M
Dimensional Fund Advisors LP 0.05% Reduce -2.1% 2,822,569 $260.0M
Envestnet Asset Management Inc. 0.07% Add +25.1% 2,774,473 $255.6M
JPMorgan Chase & Co. 0.02% Add +91.2% 2,742,879 $255.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +0.3% 2,699,393 $248.7M
Legal & General Group Plc 0.05% Reduce -4.5% 2,345,121 $216.0M
First Trust Advisors LP 0.15% Add +13.5% 2,344,056 $215.9M
Capital Research Global Investors 0.03% Add +9.4% 2,098,312 $193.4M
Ameriprise Financial Inc. 0.04% Add +4.3% 2,016,718 $190.7M
Bank of New York Mellon Corp 0.03% Reduce -1.5% 2,007,580 $184.9M
Guinness Asset Management LTD 3.12% Add +14.0% 1,968,734 $180.9M
Stifel Financial Corp. 0.16% Add +90.8% 1,845,758 $170.0M
Vanguard Fiduciary Trust Co. 0.04% — 1,833,083 $168.9M
Raymond James Financial Inc. 0.05% Add +33.1% 1,750,562 $161.3M
Amundi 0.04% Add +1.8% 1,634,609 $150.6M
LPL Financial LLC 0.04% Add +41.9% 1,451,615 $133.7M
Victory Capital Management Inc. 0.08% Add +197.2% 1,399,866 $129.0M
Deutsche Bank AG 0.04% Add +23.8% 1,399,380 $128.9M
London Co. of Virginia 0.77% Reduce -6.3% 1,354,123 $124.7M
Pacer Advisors, Inc. 0.35% Add +773.0% 1,321,663 $121.8M
Royal Bank of Canada 0.02% Add +3.9% 1,316,671 $121.3M
Renaissance Technologies 0.17% Add +6.6% 1,166,201 $107.4M
Hamlin Capital Management, LLC 2.53% Reduce -16.3% 1,137,170 $104.8M
Millennium Management 0.08% Add +874.0% 1,134,979 $104.6M
FMR LLC 0.01% Add +58.3% 1,059,823 $97.6M
California Public Employees Retirement System 0.06% Reduce -24.2% 1,031,353 $95.0M
Neuberger Berman Group LLC 0.07% Add +12.9% 1,027,122 $94.6M
PNC Financial Services Group, Inc. 0.05% Add +3.6% 1,005,223 $92.6M
Voloridge Investment Management, LLC 0.36% Reduce -26.8% 988,820 $91.1M
Nuveen, LLC 0.02% Add +12.3% 980,154 $90.3M
Swiss Life Asset Management Ltd 0.44% Add +13.5% 975,247 $89.8M
Confluence Investment Management LLC 1.39% Reduce -1.8% 969,809 $89.3M
Swiss National Bank 0.05% Add +6.8% 948,100 $87.3M
Barclays PLC 0.03% Reduce -24.5% 923,372 $85.1M
AQR Capital Management 0.04% Add +712.9% 912,572 $84.1M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -5.2% 859,680 $79.2M
McDonald Capital Investors Inc. 5.29% Reduce -0.4% 839,205 $77.3M
Citigroup Inc. 0.05% Add +105.8% 801,841 $73.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +10.0% 777,560 $71.6M
Baird Financial Group, Inc. 0.11% Add +0.5% 770,007 $70.9M
Franklin Resources Inc. 0.02% Reduce -3.8% 763,914 $70.4M
Alliancebernstein L.P. 0.02% Add +32.9% 619,761 $69.5M
Corient Private Wealth LP 0.10% Reduce -8.5% 742,114 $68.4M
HSBC Holdings PLC 0.04% Reduce -5.8% 723,499 $66.7M
Vanguard Global Advisers, LLC 0.03% — 706,706 $65.1M
National Pension Service 0.05% Add +26.9% 684,974 $63.1M
PFA Pension, Forsikringsaktieselskab 0.19% Reduce -0.1% 668,703 $61.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.05% — 658,813 $60.7M
BNP Paribas Financial Markets 0.04% Reduce -26.8% 645,339 $59.4M
Rhumbline Advisers 0.05% Reduce -3.9% 638,244 $58.8M
T. Rowe Price Associates Inc. 0.01% Reduce -1.9% 631,838 $58.2M
Wedge Capital Management L L P 0.96% Add +1.8% 563,967 $52.0M
California State Teachers Retirement System 0.05% Reduce -2.4% 560,908 $51.7M
Crawford Investment Counsel Inc. 0.88% Add +1057.9% 557,215 $51.3M
Donaldson Capital Management, LLC 1.66% Add +36.5% 555,849 $51.2M
Nomura Asset Management Co. Ltd. 0.13% Add +12.9% 531,468 $49.0M
Capital International, Inc. 0.37% Add +28.2% 523,157 $48.2M
Epoch Investment Partners, Inc. 0.29% Add +33.7% 516,948 $47.6M
Woodline Partners LP 0.18% Add +834.8% 516,587 $47.6M
Mariner, LLC 0.05% Add +4.2% 510,693 $47.0M
ProShare Advisors LLC 0.07% Reduce -19.6% 505,455 $46.6M
DekaBank Deutsche Girozentrale 0.08% No change 494,586 $46.3M
Bahl & Gaynor LLC 0.23% Reduce -71.2% 487,387 $44.9M
Welch Group, LLC 1.68% Add +19.1% 484,448 $44.6M
Bank of Nova Scotia 0.08% Add +18.9% 468,814 $43.2M
Lazard Asset Management LLC 0.07% New 465,374 $42.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -32.1% 460,808 $42.4M
Assenagon Asset Management S.A. 0.07% Add +126.8% 455,607 $42.0M
Capital World Investors 0.01% No change 440,000 $40.5M
Nordea Investment Management AB 0.04% Reduce -62.3% 436,182 $40.4M
Willis Investment Counsel 2.20% Add +33.8% 437,030 $40.3M
Miller Howard Investments Inc. 1.08% Add +13.6% 430,548 $39.7M
Old Republic International Corp. 1.55% No change 423,100 $39.0M
Cerity Partners LLC 0.06% Add +15.8% 422,426 $38.9M
Mirae Asset Global Investments Co., Ltd. 0.11% Reduce -10.1% 422,213 $38.9M
Principal Financial Group Inc. 0.02% Add +4.3% 406,885 $37.5M
Quantinno Capital Management LP 0.06% Add +126.1% 388,686 $35.8M
Grandfield & Dodd, LLC 2.01% Add +5.0% 386,178 $35.6M
&partners 0.17% Reduce -4.5% 371,350 $34.2M
Troy Asset Management Ltd 1.01% Reduce -36.4% 365,950 $33.7M
Welch & Forbes LLC 0.43% Reduce -1.7% 362,116 $33.4M
MML Investors Services, LLC 0.09% Reduce -6.7% 348,003 $32.1M
Fort Washington Investment Advisors Inc. 0.17% Add +4.1% 343,109 $31.6M
Alps Advisors Inc. 0.15% Add +22.9% 339,433 $31.3M
Bank of Montreal 0.01% Reduce -11.4% 324,050 $29.9M
National Bank of Canada 0.03% Reduce -23.5% 323,975 $29.8M
Baillie Gifford & Co. 0.03% Add +6.4% 323,642 $29.8M
RWC Asset Management LLP 1.35% Reduce -3.5% 323,416 $29.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -6.9% 321,961 $29.7M
TD Asset Management Inc 0.02% Add +15.0% 315,844 $29.1M
SG Americas Securities, LLC 0.03% Reduce -3.1% 312,328 $28.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +33.7% 309,320 $28.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +71.8% 306,850 $28.3M
Susquehanna International Group, LLP 0.04% Add +130.1% 304,136 $28.0M
Artisan Partners Limited Partnership 0.04% New 299,664 $27.6M
Danske Bank A/S 0.07% Add +45.6% 299,074 $27.6M
Capital Advisors Inc. 0.44% Add +2.5% 296,342 $27.3M
Adage Capital Partners Gp, L.L.C. 0.04% Add +63.1% 289,446 $26.7M
Russell Investments Group, Ltd. 0.03% Add +1.6% 286,398 $26.5M
State Board of Administration of Florida Retirement System 0.05% No change 281,522 $25.9M
Aviva PLC 0.04% Add +2.9% 279,719 $25.8M
Gotham Asset Management 0.08% Reduce -22.8% 275,746 $25.4M
Cetera Investment Advisers 0.03% Add +38.4% 269,833 $24.9M
Truist Financial Corp. 0.03% Add +29.1% 268,641 $24.7M
New York State Teachers Retirement System 0.05% Reduce -2.7% 266,383 $24.5M
Aberdeen Group plc 0.04% Add +8.4% 259,576 $23.9M
CIBC Asset Management Inc 0.06% Add +11.3% 252,699 $23.3M
Commonwealth Equity Services, LLC 0.03% Add +8.6% 246,975 $22.8M
Parthenon LLC 2.59% Add +0.6% 246,323 $22.7M
Prevatt Capital Ltd 6.08% New 245,000 $22.6M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +18.8% 242,553 $22.3M
NEOS Investment Management LLC 0.11% Add +23.6% 237,306 $21.9M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -3.6% 231,037 $21.3M
Janney Montgomery Scott LLC 0.05% Reduce -1.8% 229,578 $21.1M
Van Cleef Asset Management,Inc 2.26% Add +10.3% 227,971 $21.0M
APG Asset Management N.V. 0.07% Reduce -8.6% 262,027 $20.9M
Hancock Whitney Corp. 0.36% Add +1.0% 224,731 $20.7M
Glenmede Trust Co. NA 0.10% Reduce -3.2% 224,532 $20.7M
Creative Planning 0.01% Add +49.2% 223,009 $20.5M
CANADA LIFE ASSURANCE Co 0.04% Reduce -2.3% 222,161 $20.5M
Fenimore Asset Management Inc 0.46% Reduce -47.8% 222,145 $20.5M
Royal London Asset Management Ltd. 0.04% Add +0.5% 221,445 $20.4M
Focus Partners Wealth 0.02% Add +3.5% 218,883 $20.2M
GW&K Investment Management, LLC 0.17% Reduce -30.2% 213,917 $19.7M
Nomura Asset Management International Inc. 0.03% Add +10.1% 213,422 $19.7M
Windsor Advisory Group, LLC 16.33% Add +0.2% 212,096 $19.5M
Marshall Wace, LLP 0.02% Add +94.4% 208,517 $19.2M
Schaper Benz & Wise Investment Counsel Inc. 1.47% Add +6.4% 208,140 $19.2M
Alley Investment Management Company, LLC 2.25% Add +22.2% 200,847 $18.5M
Swedbank AB 0.02% Add +8.3% 197,221 $18.2M
Rathbones Group PLC 0.07% Reduce -4.3% 193,784 $17.9M
Jain Global LLC 0.24% Add +281.4% 193,344 $17.8M
Harvey Investment Co. LLC 1.92% Add +5.3% 189,318 $17.4M
Godsey & Gibb, Inc. 1.51% Add +14.4% 187,744 $17.3M
HighTower Advisors, LLC 0.02% Add +19.2% 187,075 $17.2M
New York State Common Retirement Fund 0.02% Reduce -0.9% 186,040 $17.1M
Susquehanna Fundamental Investments, LLC 0.64% Reduce -55.9% 186,023 $17.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -7.4% 185,933 $17.1M
Pictet Asset Management Holding SA 0.02% Reduce -7.2% 177,800 $16.4M
State of Wisconsin Investment Board 0.04% Add +3.1% 172,987 $15.9M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -1.3% 167,001 $15.4M
Gateway Investment Advisers LLC 0.17% Add +0.6% 164,261 $15.1M
Fifth Third Bancorp 0.03% Add +361.3% 162,792 $15.0M
Captrust Financial Advisors 0.03% Add +35.6% 161,093 $14.8M
Vanguard Investments Australia, Ltd. 0.04% — 160,622 $14.8M
Investment House LLC 0.75% Reduce -13.4% 156,748 $14.4M
Prudential Financial Inc. 0.02% Reduce -2.4% 154,958 $14.3M
Distillate Capital Partners LLC 0.74% Reduce -0.2% 152,328 $14.0M
US Bancorp \de 0.02% Reduce -12.9% 150,677 $13.9M
Raiffeisen Bank International AG 0.20% Add +89.6% 150,446 $13.9M
Markel Group 0.12% No change 150,000 $13.8M
Boston Trust Walden Corp 0.11% Reduce -3.9% 149,629 $13.8M
Korea Investment CORP 0.03% Reduce -30.5% 148,575 $13.7M
Asset Management One Co., Ltd. 0.04% Add +1.6% 148,301 $13.7M
Osaic Holdings, Inc. 0.02% Add +3.3% 146,946 $13.6M
Rafferty Asset Management, LLC 0.05% Add +4.3% 144,084 $13.3M
Disciplined Growth Investors Inc. 0.27% Reduce -6.8% 143,000 $13.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +65.7% 140,945 $13.0M
Treasurer of the State of North Carolina 0.04% Add +2.2% 138,146 $12.7M
Empowered Funds, LLC 0.08% New 137,328 $12.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -30.1% 141,573 $12.5M
Aware Super Pty Ltd as trustee of Aware Super 0.19% — 135,254 $12.5M
American Century Companies Inc. 0.01% Add +32.3% 135,101 $12.4M
Blair William & Co. 0.04% Reduce -9.2% 133,699 $12.3M
SEB Asset Management AB 0.05% — 133,287 $12.3M
BLI - Banque de Luxembourg Investments 0.37% No change 109,965 $12.3M
Caledonia Investments PLC 1.43% No change 133,000 $12.2M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -84.6% 131,659 $12.1M
Benjamin Edwards Inc. 0.12% Add +17.3% 129,442 $11.9M
Jump Financial, LLC 0.20% Add +40.0% 129,325 $11.9M
Credit Agricole S A 0.04% Reduce -11.0% 128,274 $11.8M
First Long Island Investors, LLC 0.95% Add +6.3% 127,152 $11.7M
Citadel Advisors 0.01% Reduce -47.6% 126,454 $11.6M
Sei Investments Co. 0.01% Reduce -13.1% 126,256 $11.6M
Isthmus Partners, LLC 1.21% New 125,487 $11.6M
M&T Bank Corp 0.04% Add +7.4% 124,576 $11.5M
Mn Services Vermogensbeheer B.V. 0.08% No change 124,261 $11.4M
Soltis Investment Advisors LLC 0.74% Add +87.0% 124,167 $11.4M
Handelsbanken Fonder AB 0.04% Reduce -18.0% 121,354 $11.2M
Trexquant Investment LP 0.08% Reduce -15.8% 120,677 $11.1M
KLP Kapitalforvaltning As 0.04% Add +4.8% 120,579 $11.1M
Tocqueville Asset Management L.P. 0.16% Add +2762.6% 120,486 $11.1M
Crossmark Global Holdings, Inc. 0.16% Reduce -3.5% 117,927 $10.9M
Natixis Advisors, LLC 0.01% Reduce -0.1% 117,176 $10.8M
Florida Trust Wealth Management Co 0.30% Reduce -23.2% 116,068 $10.7M
Resona Asset Management Co.,Ltd. 0.05% Add +7.2% 115,357 $10.6M
Miramar Capital, LLC 2.37% Add +43.6% 115,404 $10.6M
U.S. Capital Wealth Advisors, LLC 0.27% Add +23.9% 115,318 $10.6M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -0.6% 108,501 $10.0M
LaFleur & Godfrey LLC 1.24% Add +0.3% 108,499 $10.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.83% Add +1.8% 108,498 $10.0M
CIBC Bancorp USA Inc. 0.01% — 107,717 $9.9M
Mattern Capital Management, LLC 1.18% Add +45.8% 107,298 $9.9M
State of New Jersey Common Pension Fund D 0.04% No change 106,633 $9.8M
Vantage Investment Partners, LLC 0.67% Reduce -0.1% 106,021 $9.8M
Guggenheim Capital LLC 0.08% Reduce -1.8% 105,388 $9.7M
Brown Advisory Inc. 0.02% Add +41.2% 103,458 $9.5M
Sone Capital Management, LLC 0.80% Add +33.0% 103,401 $9.5M
Nisa Investment Advisors, LLC 0.03% Reduce -6.0% 100,423 $9.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.25% Add +3.5% 99,834 $9.2M
Toronto Dominion Bank 0.02% Reduce -13.8% 98,558 $9.1M
Public Employees Retirement System of Ohio 0.03% Reduce -3.4% 98,262 $9.1M
Nissay Asset Management Corp. /Japan 0.05% Add +2.9% 96,996 $8.9M
Tectonic Advisors LLC 0.46% Add +19.3% 95,120 $8.8M
O'shaughnessy Asset Management, LLC 0.04% Reduce -0.5% 94,266 $8.7M
Wellington Management Group LLP 0.00% Add +13.9% 92,589 $8.5M
DNB Asset Management AS 0.03% Reduce -32.1% 91,835 $8.5M
Daiwa Securities Group Inc. 0.02% Add +5.1% 91,777 $8.5M
Pinebridge Investments LLC 0.07% Add +40.6% 91,499 $8.4M
State of Michigan Retirement System 0.04% Reduce -0.4% 91,077 $8.4M
Baxter Bros Inc. 1.03% Reduce -3.4% 90,144 $8.3M
Calamos Advisors LLC 0.04% No change 89,936 $8.3M
Lafayette Investments, Inc. 1.67% Add +0.1% 89,504 $8.2M
Advisors Asset Management, Inc. 0.14% Add +7.3% 89,298 $8.2M
Callahan Advisors, LLC 0.69% Add +11.1% 89,091 $8.2M
DAVENPORT & Co LLC 0.05% Add +71.5% 89,016 $8.2M
Arizona State Retirement System 0.05% Reduce -3.2% 88,515 $8.2M
First Nebraska Trust Co 0.75% Add +0.9% 88,177 $8.1M
Czech National Bank 0.05% Add +3.0% 87,987 $8.1M
Wealthfront Advisers LLC 0.02% Add +245.0% 87,924 $8.1M
Danica Pension, Livsforsikringsaktieselskab 0.15% New 87,723 $8.1M
Asset Advisors Investment Management, LLC 0.76% Reduce -7.8% 86,895 $8.0M
Tredje AP-fonden 0.04% New 86,549 $8.0M
Sanctuary Advisors, LLC 0.04% Reduce -0.1% 82,733 $7.6M
Zions Bancorporation, National Association 0.49% Add +141.8% 82,291 $7.6M
MetLife Investment Management, LLC 0.04% Reduce -3.0% 80,037 $7.4M
Storebrand Asset Management As 0.02% Reduce -57.9% 79,825 $7.4M
Commerce Bank 0.04% Reduce -9.9% 78,856 $7.3M
Cooper/Haims Advisors, LLC 3.41% Add +0.1% 78,596 $7.2M
Exencial Wealth Advisors, LLC 0.22% Add +7.3% 78,355 $7.2M
Van Eck Associates Corp. 0.01% Add +2.4% 78,010 $7.2M
Channing Capital Management, LLC 0.18% New 77,457 $7.1M
Ilmarinen Mutual Pension Insurance Co 0.06% Add +41.7% 77,228 $7.1M
Inspire Investing, LLC 0.41% Add +24.3% 76,890 $7.1M
Hendershot Investments Inc. 0.95% Add +6.8% 76,692 $7.1M
Ruffer LLP 0.29% New 76,426 $7.1M
Kepler Cheuvreux (Suisse) SA 0.47% Reduce -26.2% 76,519 $7.0M
Vanguard Personalized Indexing Management, LLC 0.07% Add +53.5% 75,794 $7.0M
TD Private Client Wealth LLC 0.14% Add +75.2% 75,338 $6.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -0.1% 75,257 $6.9M
Mercer Global Advisors Inc. 0.01% Add +42.6% 75,153 $6.9M
GF Fund Management Co. LTD. 0.11% Reduce -2.9% 73,752 $6.8M
JGP Wealth Management, LLC 0.71% Reduce -6.4% 73,688 $6.8M
Naples Global Advisors, LLC 0.49% Add +6.9% 73,578 $6.8M
North Star Investment Management Corp. 0.41% Reduce -0.1% 72,817 $6.7M
Arkadios Wealth Advisors 0.11% Add +6.7% 72,584 $6.7M
Pathstone Holdings, LLC 0.03% Add +40.0% 72,195 $6.7M
KBC Group NV 0.02% Add +2.9% 70,811 $6.5M
American Money Management, LLC 1.03% Add +47.3% 70,663 $6.5M
Rakuten Investment Management, Inc. 0.01% Add +11.5% 69,155 $6.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Add +1.3% 69,865 $6.4M
Edgestream Partners, L.P. 0.21% Reduce -30.5% 69,763 $6.4M
Allstate Corp. 0.07% Add +222.0% 69,705 $6.4M
Xponance LLC 0.05% Add +12.3% 69,325 $6.4M
Capital Fund Management S.A. 0.06% Reduce -25.0% 69,113 $6.4M
Elo Mutual Pension Insurance Co 0.10% Add +0.3% 68,954 $6.4M
Retirement Systems of Alabama 0.02% Reduce -0.4% 68,606 $6.3M
IFM Investors Pty Ltd 0.05% Add +7.6% 68,319 $6.3M
Orion Porfolio Solutions, LLC 0.05% Add +62.0% 67,879 $6.3M
Greenfield Seitz Capital Management, LLC 1.88% Add +50.2% 67,636 $6.2M
Voya Investment Management LLC 0.01% Reduce -0.3% 66,232 $6.1M
Rodgers Brothers Inc. 0.70% Add +57.2% 66,182 $6.1M
Prudential PLC 0.05% No change 65,806 $6.1M
Atria Investments, Inc 0.07% Add +5.7% 64,804 $6.0M
Jones Financial Companies LLLP 0.00% Add +227.3% 64,998 $6.0M
Weiss Asset Management LP 0.15% New 63,900 $5.9M
USS Investment Management Ltd 0.02% Add +9.2% 63,290 $5.8M
Eurizon Capital SGR S.p.A. 0.02% Add +26.2% 62,932 $5.8M
Ethic Inc. 0.09% Add +15.8% 61,973 $5.7M
CreativeOne Wealth, LLC 0.13% Add +99.1% 61,674 $5.7M
Amalgamated Bank 0.04% Reduce -3.1% 61,265 $5.6M
Prana Capital Management, LP 0.17% Add +2192.3% 61,137 $5.6M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -18.4% 61,136 $5.6M
Park Avenue Securities LLC 0.04% Reduce -1.4% 60,608 $5.6M
Calydon Capital 0.90% Add +434.5% 60,178 $5.5M
Viking Fund Management LLC 0.57% Add +25.0% 60,000 $5.5M
Two Point Capital Management, Inc. 2.41% Reduce -0.0% 59,838 $5.5M
Kornitzer Capital Management Inc. 0.12% Add +0.8% 58,542 $5.4M
Teacher Retirement System of Texas 0.02% Reduce -64.3% 57,554 $5.3M
Cwm, LLC 0.01% Add +201.3% 57,418 $5.3M
Altrius Capital Management Inc 1.05% Add +35.4% 57,144 $5.3M
Assetmark, Inc. 0.01% Add +107.2% 56,885 $5.2M
Sumitomo Life Insurance Co. 0.12% Reduce -33.2% 56,500 $5.2M
Rench Wealth Management, Inc. 1.56% Add +0.4% 56,298 $5.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +40.6% 56,251 $5.2M
State of Tennessee, Department of Treasury 0.02% Add +58.1% 55,178 $5.1M
Osmosis Investment Management UK Ltd 0.14% Reduce -13.5% 55,141 $5.1M
Dean Investment Associates, LLC 0.71% Add +32.2% 55,072 $5.1M
Stonebridge Financial Group, LLC 0.42% Add +29.2% 54,849 $5.1M
Generali Asset Management SPA SGR 0.11% Add +7.9% 54,691 $5.0M
Tidal Investments LLC 0.02% Add +27.8% 54,270 $5.0M
United Capital Financial Advisors, LLC 0.03% Add +2.0% 54,228 $5.0M
Canandaigua National Corp. 0.44% — 53,942 $5.0M
Silver Lake Advisory, LLC 1.97% Add +1.2% 53,855 $5.0M
Sienna Gestion 0.32% Add +2.7% 52,729 $4.9M
Westbourne Investment Advisors, Inc. 1.44% Add +3.7% 53,614 $4.9M
Bourne Lent Asset Management Inc. 1.82% Reduce -0.9% 53,607 $4.9M
Cibc World Market Inc. 0.01% Add +2.9% 52,872 $4.9M
Ensign Peak Advisors, Inc 0.01% Reduce -42.1% 52,741 $4.9M
Utah Retirement Systems 0.05% Reduce -1.6% 52,453 $4.8M
Jamison Private Wealth Management, Inc. 0.60% Add +2.9% 52,375 $4.8M
Ieq Capital, LLC 0.02% Add +674.0% 52,176 $4.8M
Public Sector Pension Investment Board 0.01% Add +23.7% 52,107 $4.8M
Rockefeller Capital Management L.P. 0.01% Reduce -1.7% 51,714 $4.8M
Taylor Hoffman Capital Management LLC 1.44% Add +20.8% 50,693 $4.7M
Canada Pension Plan Investment Board 0.00% Reduce -47.1% 49,900 $4.6M
Two Sigma Investments, LP 0.00% Reduce -83.3% 49,782 $4.6M
Police & Firemen's Retirement System of New Jersey 0.04% No change 49,669 $4.6M
Squarepoint Ops LLC 0.01% Reduce -77.0% 49,172 $4.5M
William Allan Corp 2.68% Add +17.4% 49,089 $4.5M
Schroder Investment Management Group 0.00% Reduce -55.3% 48,973 $4.5M
Wilmington Savings Fund Society, FSB 0.11% Reduce -3.5% 48,916 $4.5M
Williams Jones Wealth Management, LLC. 0.05% Reduce -28.1% 48,305 $4.4M
Letson Investment Management, Inc. 1.70% Reduce -0.3% 47,985 $4.4M
New York Life Investment Management LLC 0.04% Add +1.8% 47,826 $4.4M
Coston, McIsaac & Partners 0.98% Add +17.7% 47,291 $4.4M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -10.4% 46,990 $4.3M
Mackenzie Financial Corp. 0.01% Reduce -29.9% 46,635 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.5% 46,279 $4.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.9% 45,961 $4.2M
UMB Bank, n.a. 0.06% Reduce -58.1% 45,370 $4.2M
MainStreet Investment Advisors LLC 0.63% Reduce -9.5% 45,295 $4.2M
OpenArc Corporate Advisory, LLC 0.06% Reduce -1.1% 44,957 $4.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.5% 44,523 $4.1M
Albion Financial Group 0.26% Reduce -5.4% 44,139 $4.1M
OneDigital Investment Advisors LLC 0.04% Add +1.2% 43,601 $4.0M
iA Global Asset Management Inc. 0.06% Reduce -3.7% 43,097 $4.0M
Verdence Capital Advisors LLC 0.23% Add +64.1% 43,060 $4.0M
Walleye Capital LLC 0.03% Add +182.7% 43,000 $4.0M
Bontempo Ohly Capital Mgmt LLC 1.78% Add +33.9% 42,893 $4.0M
AE Wealth Management LLC 0.02% Add +6.8% 42,561 $3.9M
Steward Partners Investment Advisory, LLC 0.02% Reduce -3.5% 41,841 $3.9M
Kestra Advisory Services, LLC 0.01% Reduce -15.2% 41,366 $3.8M
Shelton Capital Management 0.08% Reduce -3.5% 41,331 $3.8M
Janus Henderson Group PLC 0.00% Reduce -4.5% 41,085 $3.8M
Chicago Capital, LLC 0.10% Reduce -1.5% 40,930 $3.8M
Agf Management Ltd. 0.02% Add +48.4% 40,443 $3.7M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.1% 40,396 $3.7M
Groupe la Francaise 0.05% Add +24.8% 40,235 $3.7M
Louisiana State Employees Retirement System 0.06% Reduce -1.2% 40,100 $3.7M
Sawyer & Company, Inc 1.42% Reduce -1.0% 39,934 $3.7M
Motco 0.34% Add +7.1% 39,567 $3.6M
Norinchukin Bank, The 0.04% Add +3.1% 39,469 $3.6M
Quantitative Investment Management, LLC 0.38% Add +88.4% 39,272 $3.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Reduce -11.5% 38,916 $3.6M
Prospera Financial Services Inc 0.06% Reduce -1.2% 38,793 $3.6M
Dillon & Associates Inc. 0.48% Reduce -18.0% 38,063 $3.5M
Auxier Asset Management LLC 0.50% Reduce -0.5% 37,893 $3.5M
Quadrant Capital Group LLC 0.10% Add +271.1% 37,703 $3.5M
Ridgepath Capital Management LLC 1.72% Reduce -8.1% 37,460 $3.5M
Oak Associates Ltd. 0.23% No change 37,384 $3.4M
Oregon Public Employees Retirement Fund 0.04% Reduce -0.1% 37,028 $3.4M
Summit Trail Advisors, LLC 0.05% Add +105.9% 36,585 $3.4M
NewEdge Advisors, LLC 0.01% Reduce -3.2% 36,460 $3.4M
Vestmark Advisory Solutions, Inc. 0.04% Add +40.8% 35,736 $3.3M
OP Asset Management Ltd 0.03% Reduce -6.0% 35,567 $3.3M
Opus Investment Management Inc. 1.95% No change 35,400 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -5.7% 35,002 $3.2M
Regions Financial Corp. 0.02% Reduce -4.1% 34,628 $3.2M
Thrivent Financial for Lutherans 0.01% Reduce -16.2% 34,566 $3.2M
Mutual of America Capital Management LLC 0.04% Reduce -1.2% 34,372 $3.2M
UniSuper Management Pty Ltd 0.02% Reduce -75.2% 34,090 $3.1M
Midwest Trust Co 0.04% Reduce -5.9% 34,075 $3.1M
Somerset Trust Co 0.96% Add +1.4% 33,978 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% Add +1.0% 33,910 $3.1M
STRS Ohio 0.01% Reduce -0.0% 33,818 $3.1M
Signature Wealth Management Group 1.18% Add +2.1% 33,713 $3.1M
Mgo One Seven LLC 0.06% Add +267.1% 33,708 $3.1M
Oppenheimer & Co. Inc. 0.04% Add +47.3% 33,652 $3.1M
Cypress Capital Group 0.35% Reduce -12.0% 33,392 $3.1M
Argyle Capital Management, LLC 0.99% Reduce -1.0% 33,210 $3.1M
Stephens Inc. 0.04% Reduce -0.9% 33,070 $3.0M
XXEC, Inc. 0.53% New 32,927 $3.0M
D.A. Davidson & Co. 0.02% Reduce -0.7% 32,553 $3.0M
Baldwin Wealth Partners LLC 0.22% Reduce -6.9% 32,364 $3.0M
Ceera Investments, LLC 1.31% Add +66.2% 32,347 $3.0M
Sandhill Capital Partners LLC 0.26% Reduce -9.5% 32,231 $3.0M
Woodmont Investment Counsel LLC 0.18% Reduce -3.2% 32,126 $3.0M
Private Advisor Group, LLC 0.01% Add +5.2% 31,917 $2.9M
State of Alaska, Department of Revenue 0.03% No change 31,869 $2.9M
Keybank National Association 0.01% Reduce -11.6% 31,448 $2.9M
Motley Fool Wealth Management, LLC 0.33% Reduce -27.5% 31,387 $2.9M
Vident Advisory, LLC 0.02% Add +60.6% 31,326 $2.9M
Hamilton Point Investment Advisors, LLC 0.44% Add +0.0% 31,113 $2.9M
Quantbot Technologies LP 0.12% Add +5.4% 31,069 $2.9M
Royal Fund Management, LLC 0.27% Add +8.7% 30,629 $2.8M
Pinnacle Financial Partners, Inc. 0.02% Add +2.1% 30,660 $2.8M
Investment Management Corp of Ontario 0.04% Add +4.1% 30,412 $2.8M
Capital Group Private Client Services, Inc. 0.05% Reduce -31.4% 30,378 $2.8M
Capital Investment Counsel, Inc 0.34% Add +23.5% 30,270 $2.8M
Trilogy Capital Inc. 0.12% Add +18.0% 30,135 $2.8M
QRG Capital Management, Inc. 0.03% Reduce -35.3% 30,066 $2.8M
Kingsview Wealth Management, LLC 0.04% Reduce -52.0% 29,945 $2.8M
Indivisible Partners 0.24% Reduce -5.9% 29,379 $2.7M
Advisory Services Network, LLC 0.04% Add +0.4% 29,258 $2.7M
DF Dent & Co. Inc. 0.05% Reduce -9.7% 29,233 $2.7M
Community Bank & Trust, Waco, Texas 0.53% Reduce -10.8% 29,118 $2.7M
Siemens Fonds Invest GmbH 0.15% Reduce -7.5% 28,841 $2.7M
Commerzbank Aktiengesellschaft 0.05% Add +36.2% 28,506 $2.6M
Macquarie Group Ltd. 0.02% Reduce -51.3% 28,472 $2.6M
MSH Capital Advisors LLC 0.55% Add +10.9% 28,387 $2.6M
Linden Thomas Advisory Services, LLC 0.25% Add +7.3% 28,359 $2.6M
Lanark Financial, Inc. 0.19% Add +6.8% 28,157 $2.6M
Fulton Bank, N.A. 0.09% Add +147.2% 27,861 $2.6M
BNP Paribas 0.08% Add +34.2% 27,567 $2.5M
Burns J W & Co. Inc. 0.29% Reduce -38.8% 27,539 $2.5M
Financial Advisory Partners, LLC 0.71% Add +2.0% 27,405 $2.5M
ASR Vermogensbeheer N.V. 0.03% Add +2.0% 27,363 $2.5M
MAI Capital Management 0.01% Reduce -8.6% 27,307 $2.5M
Ally Financial Inc. 0.31% Add +35.0% 27,000 $2.5M
Twin Tree Management, LP 0.52% New 26,959 $2.5M
Arax Advisory Partners 0.07% Add +553.9% 26,867 $2.5M
Wendell David Associates Inc. 0.27% Reduce -2.0% 26,717 $2.5M
Harvest Fund Management Co., Ltd 0.10% Reduce -1.3% 26,514 $2.4M
PFG Advisors 0.12% Add +2.6% 26,272 $2.4M
Core Alternative Capital 0.71% Reduce -8.7% 26,100 $2.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -0.3% 28,095 $2.4M
Profund Advisors LLC 0.09% Reduce -16.6% 26,076 $2.4M
Borer Denton & Associates, Inc. 0.85% Reduce -0.6% 25,967 $2.4M
Raleigh Capital Management Inc. 0.82% Add +126.4% 25,835 $2.4M
Candriam S.C.A. 0.01% Reduce -26.3% 25,834 $2.4M
Concurrent Investment Advisors, LLC 0.03% Reduce -5.3% 25,516 $2.4M
Southeast Asset Advisors, LLC 0.26% Reduce -11.1% 25,307 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% No change 25,088 $2.3M
Virtu Financial LLC 0.10% New 24,936 $2.3M
Gulf International Bank (UK) Ltd 0.05% Add +53.1% 24,929 $2.3M
Farringdon Capital, Ltd. 0.50% New 24,900 $2.3M
Merit Financial Group, LLC 0.02% Add +1.9% 24,770 $2.3M
Oppenheimer Asset Management Inc. 0.03% Add +211.6% 24,467 $2.3M
Lantz Financial LLC 0.46% Add +14.2% 24,305 $2.2M
Great Diamond Partners, LLC 0.43% Add +1.1% 24,140 $2.2M
Avanza Fonder AB 0.06% No change 23,890 $2.2M
Aurora Investment Counsel 1.22% New 23,840 $2.2M
Columbus Macro, LLC 0.23% New 23,824 $2.2M
NewEdge Wealth, LLC 0.03% Reduce -29.0% 23,684 $2.2M
First National Bank of Omaha 0.07% Reduce -1.9% 23,325 $2.2M
Frank, Rimerman Advisors LLC 0.14% Add +1037.8% 23,324 $2.1M
White Pine Investment CO 0.50% Reduce -1.3% 23,321 $2.1M
Courier Capital LLC 0.12% Reduce -3.9% 23,237 $2.1M
XTX Topco Ltd 0.04% New 23,093 $2.1M
Allianz Asset Management GmbH 0.00% Reduce -28.9% 22,980 $2.1M
Sepio Capital, LP 0.11% Add +1.4% 22,919 $2.1M
Shoker Investment Counsel, Inc. 0.62% Reduce -2.9% 22,836 $2.1M
Twin Capital Management Inc. 0.27% Reduce -20.0% 22,824 $2.1M
Carnegie Investment Counsel 0.04% Add +60.9% 22,765 $2.1M
Midwest Professional Planners, LTD. 0.49% Add +0.1% 22,585 $2.1M
Brooklyn Investment Group 0.06% Add +317.6% 22,521 $2.1M
Jefferies Financial Group Inc. 0.03% Add +30.6% 22,453 $2.1M
Ashton Thomas Private Wealth, LLC 0.05% Add +79.2% 22,371 $2.1M
Glenview Trust Co 0.03% Add +12.3% 22,320 $2.1M
Stratos Wealth Partners, LTD. 0.02% Add +14.2% 22,128 $2.0M
Tower Research Capital LLC (TRC) 0.05% Add +2.3% 22,084 $2.0M
Callan Family Office, LLC 0.05% Add +48.9% 21,879 $2.0M
Choreo, LLC 0.02% Reduce -3.4% 21,618 $2.0M
Lido Advisors, LLC 0.01% Add +85.1% 21,578 $2.0M
Principal Securities, Inc. 0.03% Add +11.7% 21,529 $2.0M
Woodley Farra Manion Portfolio Management Inc. 0.10% Add +2.8% 21,474 $2.0M
Exchange Traded Concepts, LLC 0.02% Add +16.6% 21,435 $2.0M
Pinnacle Associates Ltd. 0.03% Add +6.4% 21,388 $2.0M
CastleKnight Management LP 0.09% New 21,200 $2.0M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.07% New 21,114 $1.9M
Magnetar Financial LLC 0.02% New 20,799 $1.9M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -8.4% 21,023 $1.9M
Rowlandmiller & Partners.adv 0.39% Reduce -27.5% 20,958 $1.9M
Robeco Institutional Asset Management B.V. 0.00% Reduce -2.8% 20,925 $1.9M
Layline Advisors, LLC 2.13% — 20,675 $1.9M
Caldwell Trust Co 0.17% Reduce -5.6% 20,625 $1.9M
Equitable Holdings, Inc. 0.01% Add +88.6% 18,479 $1.9M
Capital International Sarl 0.03% Reduce -0.9% 20,334 $1.9M
Armbruster Capital Management, Inc. 0.31% Add +0.5% 20,299 $1.9M
Cordatus Wealth Management LLC 0.44% Add +1.1% 20,105 $1.9M
Global X Japan Co., Ltd. 0.10% Add +4.5% 20,080 $1.8M
Fiduciary Trust Co 0.02% Reduce -2.2% 20,046 $1.8M
Whittier Trust Co. 0.02% Add +4.0% 19,685 $1.8M
Clarkston Capital Partners, LLC 0.14% Reduce -90.1% 19,608 $1.8M
Canada Post Corp Registered Pension Plan 0.07% Add +7.2% 19,586 $1.8M
Caxton Associates LLP 0.04% Add +183.4% 19,572 $1.8M
Mizuho Securities USA LLC 0.04% Reduce -17.2% 19,531 $1.8M
First Citizens Bank & Trust Co. 0.04% Reduce -0.5% 19,416 $1.8M
Bleakley Financial Group, LLC 0.03% Add +67.3% 19,358 $1.8M
Matrix Trust Co 0.29% Add +62.8% 19,160 $1.8M
Measured Risk Portfolios, Inc. 1.94% New 19,104 $1.8M
Knollwood Investment Advisory, LLC 0.18% No change 19,068 $1.8M
Intech Investment Management LLC 0.02% Add +33.6% 18,874 $1.7M
Texas Yale Capital Corp. 0.05% Reduce -1.3% 18,758 $1.7M
Kestra Investment Management, LLC 0.03% New 18,539 $1.7M
Great Lakes Retirement, Inc. 0.18% Add +7.8% 18,532 $1.7M
CWA Asset Management Group, LLC 0.06% Reduce -0.7% 18,414 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +2.5% 18,400 $1.7M
Ascent Group, LLC 0.06% Add +2.5% 18,219 $1.7M
Hartford Investment Management Co. 0.05% Reduce -2.5% 18,207 $1.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.22% Reduce -2.4% 18,093 $1.7M
Private Capital Management, LLC 0.17% Add +82.9% 18,057 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -38.5% 18,278 $1.7M
Wealth Alliance, LLC 0.16% Add +56.3% 18,021 $1.7M
First National Trust Co 0.06% Reduce -0.0% 18,017 $1.7M
Griffin Asset Management, Inc. 0.19% Reduce -0.6% 17,863 $1.6M
YHB Investment Advisors, Inc. 0.12% Reduce -9.9% 17,797 $1.6M
Abn Amro Investment Solutions 0.02% Reduce -0.7% 17,793 $1.6M
Donoghue Forlines LLC 0.45% Add +34.5% 17,717 $1.6M
Independence Bank of Kentucky 0.21% Add +37.7% 17,711 $1.6M
Howland Capital Management LLC 0.06% Reduce -19.6% 17,670 $1.6M
Ghe, LLC 0.68% Reduce -9.7% 17,656 $1.6M
Chicago Partners Investment Group LLC 0.04% Add +24.1% 17,340 $1.6M
Carolina Wealth Advisors, LLC 0.67% Add +4261.5% 17,446 $1.6M
LVW Advisors, LLC 0.16% Reduce -5.5% 17,443 $1.6M
Arq Wealth Advisors, LLC 0.29% Add +371.5% 17,351 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -92.6% 17,336 $1.6M
United Asset Strategies, Inc. 0.13% Add +4.7% 17,318 $1.6M
Empire Financial Management Company, LLC 0.36% Add +9.2% 17,315 $1.6M
Metis Global Partners, LLC 0.04% Reduce -4.5% 17,293 $1.6M
Wedbush Securities Inc. 0.05% Reduce -2.4% 17,223 $1.6M
Plato Investment Management Ltd 0.11% Reduce -4.5% 17,200 $1.6M
OMERS ADMINISTRATION Corp 0.01% Add +26.6% 17,123 $1.6M
PFW Advisors LLC 0.50% Add +3.4% 17,099 $1.6M
Brookstone Capital Management 0.02% Reduce -1.3% 17,090 $1.6M
Radnor Capital Management, LLC 0.23% Add +0.1% 17,071 $1.6M
AG2R La Mondiale Gestion D'actifs 0.07% Add +11.5% 17,038 $1.6M
Ramirez Asset Management, Inc. 0.19% Add +5.3% 16,992 $1.6M
HB Wealth Management, LLC 0.01% Add +24.2% 16,981 $1.6M
Ranch Capital Advisors Inc. 0.57% Add +2.1% 16,816 $1.5M
Apollon Wealth Management, LLC 0.03% Reduce -18.9% 16,806 $1.5M
True North Advisors, LLC 0.18% Reduce -2.6% 16,756 $1.5M
First Bank & Trust 0.25% Add +125.5% 16,730 $1.5M
Godshalk Welsh Capital Management, Inc. 0.89% Reduce -4.2% 16,655 $1.5M
Allworth Financial LP 0.01% Add +39.9% 16,614 $1.5M
Horizon Investments, LLC 0.02% Add +23.4% 16,774 $1.5M
Albert D Mason Inc. 0.99% Add +104.1% 16,537 $1.5M
South Dakota Investment Council 0.03% Add +119.7% 16,517 $1.5M
Nicholson Wealth Management Group, LLC 0.89% Add +4.4% 16,495 $1.5M
Banque Cantonale Vaudoise 0.06% Add +3.6% 16,406 $1.5M
Integrated Wealth Concepts LLC 0.01% Add +115.6% 16,396 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -0.3% 16,252 $1.5M
Tompkins Financial Corp. 0.12% Reduce -7.1% 16,204 $1.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% No change 16,139 $1.5M
Elevatus Welath Management 0.78% Reduce -17.7% 16,126 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Add +25.7% 16,054 $1.5M
Redmond Asset Management, LLC 0.40% Add +4.9% 16,042 $1.5M
Maryland State Retirement & Pension System 0.03% No change 15,977 $1.5M
Bessemer Group Inc. 0.00% Reduce -49.4% 15,940 $1.5M
NBT Bank, N.A. 0.10% Reduce -1.5% 15,900 $1.5M
GHP Investment Advisors, Inc. 0.06% Reduce -5.4% 15,848 $1.5M
Alesco Advisors, LLC, An ESL Co 0.04% Add +6.4% 15,646 $1.4M
Coldstream Capital Management Inc. 0.02% Add +138.5% 15,514 $1.4M
Bath Savings Trust Co 0.15% Reduce -2.2% 15,440 $1.4M
Stock Yards Bank & Trust Co. 0.04% Reduce -10.2% 15,386 $1.4M
Ironwood Investment Counsel, LLC 0.20% Reduce -8.4% 15,286 $1.4M
Sheets Smith Wealth Management 0.16% Reduce -32.6% 15,279 $1.4M
Riverbridge Partners LLC 0.03% Add +1.3% 15,276 $1.4M
EFG International AG 0.03% Add +409.4% 15,201 $1.4M
World Investment Advisors 0.02% Add +9.0% 15,046 $1.4M
Parr McKnight Wealth Management Group, LLC 0.18% Reduce -44.9% 15,025 $1.4M
Snowden Capital Advisors LLC 0.04% Add +1.0% 15,002 $1.4M
iSAM Funds (UK) Ltd 0.68% New 14,992 $1.4M
Modern Wealth Management, LLC 0.02% Add +5.9% 15,126 $1.4M
New Mexico Educational Retirement Board 0.04% No change 14,848 $1.4M
Coastline Trust Co 0.14% Reduce -24.1% 14,821 $1.4M
GAMMA Investing LLC 0.06% Add +108.2% 14,691 $1.4M
Bradley Foster & Sargent Inc. 0.02% Add +77.3% 14,594 $1.3M
Alkeme Wealth, LLC 0.55% Add +13.6% 14,571 $1.3M
Savant Capital, LLC 0.01% Add +39.0% 14,528 $1.3M
Journey Strategic Wealth LLC 0.03% Add +27.1% 14,445 $1.3M
Westpac Banking Corp. 0.09% Reduce -3.9% 14,295 $1.3M
Capital Investment Advisory Services, LLC 0.10% Add +176.1% 14,226 $1.3M
Central Pacific Bank - Trust Division 0.17% Reduce -0.1% 14,068 $1.3M
Meeder Advisory Services, Inc. 0.05% Add +50.3% 14,067 $1.3M
Wealthspire Advisors, LLC 0.01% Add +1.8% 14,010 $1.3M
Brighton Jones LLC 0.03% New 13,939 $1.3M
Clearstead Advisors, LLC 0.01% Reduce -5.5% 13,798 $1.3M
Palisade Asset Management, LLC 0.13% Add +0.0% 13,580 $1.3M
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.8% 13,567 $1.2M
Suncoast Equity Management 0.15% Reduce -1.0% 13,509 $1.2M
Commonwealth Retirement Investments LLC 0.39% Add +9.1% 13,484 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.04% New 13,429 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +28.5% 13,323 $1.2M
LMG Wealth Partners, LLC 0.22% Add +16.8% 13,288 $1.2M
LBP Am SA 0.02% Reduce -67.3% 13,270 $1.2M
Kentucky Retirement Systems 0.09% Add +32.5% 26,835 $1.2M
Sterling Investment Advisors, Ltd. 0.22% Reduce -10.7% 13,262 $1.2M
Thomas Story & Son LLC 0.47% No change 13,245 $1.2M
MUFG Securities EMEA plc 0.02% Reduce -0.5% 13,245 $1.2M
Ritholtz Wealth Management 0.02% Add +41.3% 13,186 $1.2M
Cornell Pochily Investment Advisors, Inc. 0.36% Reduce -14.1% 13,128 $1.2M
Beverly Hills Private Wealth, LLC 0.20% Reduce -1.1% 13,124 $1.2M
Signaturefd, LLC 0.02% Add +69.6% 13,110 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -64.0% 13,084 $1.2M
Strategic Investment Advisors / MI 0.08% New 13,076 $1.2M
CoreCap Advisors, LLC 0.04% Add +4.6% 13,006 $1.2M
Atwood & Palmer Inc. 0.07% No change 12,887 $1.2M
Intellectus Partners, LLC 0.24% Add +35.4% 12,870 $1.2M
Composition Wealth, LLC 0.02% Reduce -9.7% 12,818 $1.2M
Western Wealth Management, LLC 0.04% New 12,749 $1.2M
Anchor Investment Management, LLC 0.10% Reduce -0.6% 12,696 $1.2M
Kesler, Norman & Wride, LLC 0.20% Add +16.3% 12,629 $1.2M
E Fund Management Co., Ltd. 0.03% — 12,527 $1.2M
Aptus Capital Advisors, LLC 0.01% Reduce -19.9% 12,519 $1.2M
Culbertson A N & Co. Inc. 0.15% New 12,513 $1.2M
Ballentine Partners, LLC 0.02% Add +51.9% 12,485 $1.2M
Guinness Atkinson Asset Management Inc 0.57% Add +66.8% 12,444 $1.1M
Uhlmann Price Securities, LLC 0.08% Add +6.7% 12,438 $1.1M
Man Group plc 0.00% Add +68.0% 12,421 $1.1M
Drucker Wealth 3.0, LLC 0.20% Add +79.1% 12,393 $1.1M
Bokf, NA 0.02% Reduce -7.4% 12,354 $1.1M
Castle Rock Wealth Management, LLC 0.24% New 12,334 $1.1M
Parsons Capital Management Inc. 0.05% Reduce -15.0% 12,260 $1.1M
Boomfish Wealth Group, LLC 0.59% Add +6.7% 12,094 $1.1M
Badgley Phelps Wealth Managers, LLC 0.02% Add +6.2% 12,042 $1.1M
Rockland Trust Co. 0.04% Add +7.1% 12,015 $1.1M
CHICAGO TRUST Co NA 0.18% Add +170.7% 11,963 $1.1M
Saudi Central Bank 0.02% New 11,925 $1.1M
WASHINGTON TRUST Co 0.04% Reduce -4.0% 11,723 $1.1M
Fourpath Capital Management, LLC 0.15% Add +104.7% 11,673 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -22.5% 11,667 $1.1M
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -24.6% 11,636 $1.1M
DMKC Advisory Services, LLC 0.44% No change 11,586 $1.1M
Allianz SE 0.01% No change 11,527 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +11.3% 11,482 $1.1M
Natixis 0.00% Reduce -93.6% 11,458 $1.1M
Frec Markets, Inc. 0.18% New 11,430 $1.1M
Portfolio Design Labs, LLC 0.19% Add +2.5% 11,412 $1.1M
Farther Finance Advisors, LLC 0.01% Add +25.9% 11,478 $1.0M
HBK Sorce Advisory LLC 0.02% Add +11.7% 11,058 $1.0M
Azimuth Capital Investment Management LLC 0.04% Reduce -71.9% 11,275 $1.0M
Summit Financial, LLC 0.01% Add +8.4% 11,252 $1.0M
Landscape Capital Management, L.L.C. 0.07% Reduce -83.8% 11,248 $1.0M
Waverly Advisors, LLC 0.01% Add +11.9% 11,208 $1.0M
V-Square Quantitative Management LLC 0.11% Add +46.0% 11,197 $1.0M
Ascentis Independent Advisors 0.08% Add +35.1% 11,155 $1.0M
Aspiriant, LLC 0.03% Reduce -0.1% 11,107 $1.0M
Catalyst Funds Management Pty Ltd 0.17% New 11,049 $1.0M
Sound View Wealth Advisors Group, LLC 0.07% Add +10.3% 11,048 $1.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.34% Reduce -0.4% 11,286 $1.0M
Jane Street Group, LLC 0.00% Add +53.0% 10,993 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 10,959 $1.0M
Essex Investment Management Co. LLC 0.16% Reduce -34.4% 10,934 $1.0M
Empirical Finance, LLC 0.05% Reduce -0.1% 10,887 $1.0M
Pallas Capital Advisors LLC 0.04% Add +172.6% 10,867 $1.0M
E. Ohman J:or Asset Management AB 0.03% No change 10,800 $995K
Point72 Asset Management 0.00% New 10,800 $995K
Post Resch Tallon Group Inc. 0.80% Add +5.9% 10,811 $986K
Huntington National Bank 0.01% Reduce -4.5% 10,694 $985K
Evergreen Capital Management LLC 0.02% Add +37.4% 10,668 $983K
Cerro Pacific Wealth Advisors LLC 0.26% Add +4.1% 10,658 $982K
EPG Wealth Management LLC 0.26% Reduce -5.7% 10,445 $962K
Webster Bank, N. A. 0.09% Reduce -59.2% 10,443 $962K
Alerus Financial NA 0.05% New 10,430 $961K
Loudon Investment Management, LLC 0.51% Add +3.5% 10,381 $956K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 10,337 $952K
Cordgrass Capital Advisors, LLC 0.22% Add +23.9% 10,272 $946K
Hilltop Holdings Inc. 0.09% Reduce -70.8% 10,227 $942K
Pacific Point Advisors, LLC 0.49% Add +11.0% 10,103 $931K
China Universal Asset Management Co., Ltd. 0.07% Reduce -0.8% 10,098 $930K
Sagespring Wealth Partners, LLC 0.02% Add +44.7% 9,939 $916K
Greenfield Savings Bank 0.39% Reduce -3.0% 9,890 $911K
Citizens Financial Group Inc. 0.01% Add +26.3% 9,797 $903K
Flputnam Investment Management Co. 0.01% Reduce -77.3% 9,757 $899K
Aster Capital Management (DIFC) Ltd 0.29% New 5,812 $897K
Diversify Wealth Management, LLC 0.02% New 9,512 $895K
IFP Advisors, Inc 0.02% Add +21.5% 9,702 $894K
SageView Advisory Group, LLC 0.03% Add +1.8% 9,699 $893K
Johnson Financial Group, Inc. 0.03% Add +17.4% 9,660 $890K
Clifford Swan Investment Counsel LLC 0.03% Add +34.4% 9,639 $888K
Main Management ETF Advisors, LLC 0.03% New 9,496 $875K
Valmark Advisers, Inc. 0.01% Reduce -3.1% 9,496 $875K
Vestcor Inc 0.02% Reduce -68.8% 9,463 $872K
Daiichi Life Insurance Co., Ltd. 0.02% Add +0.1% 9,444 $870K
Reflection Asset Management 0.53% Reduce -1.3% 9,406 $866K
Brown Brothers Harriman & Co. 0.00% Add +104.7% 9,396 $866K
North Dakota State Investment Board 0.04% Reduce -15.7% 9,327 $859K
Applied Capital LLC 0.62% Add +3.4% 9,303 $857K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +0.3% 9,237 $851K
Campbell & CO Investment Adviser LLC 0.05% Reduce -22.5% 9,234 $851K
Dynamic Technology Lab Private Ltd 0.14% New 9,233 $851K
Freestone Capital Holdings, LLC 0.03% Reduce -0.7% 9,222 $850K
Mechanics Bank Trust Department 0.12% Reduce -34.0% 9,145 $842K
Hantz Financial Services, Inc. 0.01% Add +760.7% 9,132 $841K
Berkeley, Inc 0.28% Reduce -59.0% 9,027 $832K
PKO Investment Management Joint-Stock Co 0.07% New 9,000 $829K
Mufg Securities Americas Inc. 0.05% Add +2.4% 8,939 $823K
Cozad Asset Management Inc. 0.06% Reduce -57.9% 8,899 $820K
Financial Advisors Network, Inc. 0.11% Add +22.1% 8,740 $805K
Studio Investment Management LLC 0.14% Add +26.6% 8,729 $804K
Paragon Private Wealth Management, LLC 0.25% Add +28.9% 8,723 $804K
O'Keefe Stevens Advisory, Inc. 0.20% No change 8,722 $803K
Securian Asset Management, Inc. 0.03% Reduce -1.1% 8,707 $802K
Parallel Advisors, LLC 0.01% Add +16.2% 8,674 $799K
BLB&B Advisors, LLC 0.03% Reduce -17.8% 8,663 $798K
Csenge Advisory Group 0.04% Add +11.7% 8,654 $797K
Hartford Financial Management Inc. 0.20% Add +0.5% 8,645 $796K
Koshinski Asset Management, Inc. 0.05% Reduce -16.5% 8,618 $794K
Asset Management Group, Inc. 0.13% Add +4.4% 8,544 $787K
Douglass Winthrop Advisors, LLC 0.01% Reduce -1.2% 8,542 $787K
Harbour Investments, Inc. 0.01% Add +78.6% 8,538 $787K
Vise Technologies, Inc. 0.02% No change 6,981 $783K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 8,492 $782K
Evercore Wealth Management, LLC 0.01% Reduce -2.6% 8,464 $780K
East Coast Asset Management, LLC. 0.26% Reduce -2.9% 8,460 $779K
First City Capital Management, Inc. 0.41% Reduce -8.9% 8,437 $777K
Lee Financial Co 0.11% Reduce -25.9% 8,408 $775K
Redwood Investment Management, LLC 0.10% Add +27.9% 8,385 $772K
Advocate Group LLC 0.12% No change 8,286 $763K
US Asset Management LLC 0.66% Reduce -0.6% 8,275 $762K
Park Place Capital Corp 0.15% Add +137.2% 8,271 $762K
Bollard Group LLC 0.02% Reduce -18.3% 8,250 $760K
Fieldview Capital Management, LLC 0.22% Reduce -64.1% 8,220 $757K
Sterling Capital Management LLC 0.01% Reduce -40.9% 8,215 $757K
Capital Investment Advisors, LLC 0.01% Reduce -2.6% 8,189 $754K
Advyzon Investment Management, LLC 0.07% Add +86.7% 8,181 $754K
Wbi Investments, LLC 0.21% Reduce -18.9% 8,137 $750K
Millington Securities, LLC 0.21% — 8,137 $750K
LGT Group Foundation 0.01% Add +194.3% 8,101 $746K
RFG Advisory, LLC 0.01% Add +6.2% 8,068 $743K
Greenleaf Trust 0.01% Add +37.8% 8,037 $740K
Dickmeyer Boyce Financial Management, Inc. 0.43% — 7,997 $737K
Elevated Capital Advisors, LLC 0.18% Add +33.2% 7,979 $735K
Perbak Capital Partners LLP 0.18% Add +258.9% 7,960 $733K
MOKAN Wealth Management Inc. 0.32% Reduce -35.3% 7,918 $730K
Salvus Wealth Management, LLC 0.42% Add +1.8% 7,915 $729K
Rehmann Capital Advisory Group 0.04% Add +0.6% 7,914 $729K
Advisory Alpha, LLC 0.02% Add +29.7% 7,905 $728K
Tran Capital Management, L.P. 0.10% No change 7,887 $727K
Powers Advisory Group, LLC 0.25% Reduce -2.6% 7,812 $720K
Bangor Savings Bank 0.06% Reduce -12.0% 7,791 $718K
AlphaCore Capital LLC 0.02% Reduce -5.7% 7,699 $709K
Peapack Gladstone Financial Corp. 0.01% Reduce -6.8% 7,670 $706K
Argent Trust Co 0.02% Add +14.8% 7,636 $703K
Howe & Rusling Inc. 0.05% Reduce -14.7% 7,622 $702K
Moors & Cabot, Inc. 0.03% Add +4.5% 7,593 $699K
Boston Research & Management Inc. 0.17% No change 7,555 $696K
Essex Financial Services, Inc. 0.04% Reduce -7.1% 7,548 $695K
TD Waterhouse Canada Inc. 0.00% Add +159.4% 7,647 $695K
Ellevest, Inc. 0.10% Add +52.8% 7,500 $691K
Arista Wealth Management, LLC 0.08% No change 7,464 $688K
Krilogy Financial LLC 0.02% New 7,447 $686K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +26.8% 7,442 $686K
Hilltop National Bank 0.16% Reduce -5.0% 7,435 $685K
Panagora Asset Management Inc. 0.00% No change 7,419 $683K
Hills Bank & Trust Co 0.03% Reduce -6.7% 7,362 $678K
Greatmark Investment Partners, Inc. 0.08% Reduce -1.4% 7,362 $678K
Rogco, LP 0.22% Reduce -0.3% 7,285 $671K
Daymark Wealth Partners, LLC 0.02% Reduce -12.3% 7,275 $670K
Harrell Investment Partners, LLC 0.16% New 7,256 $668K
PFG Investments, LLC 0.03% Add +3.1% 7,233 $666K
Voleon Capital Management LP 0.01% Reduce -64.9% 7,153 $659K
Aviance Capital Partners, LLC 0.08% No change 7,150 $659K
Prosperity Consulting Group, LLC 0.03% Add +0.0% 7,141 $658K
Leisure Capital Management 0.23% Reduce -9.3% 7,102 $654K
Venturi Wealth Management, LLC 0.03% Add +16.0% 7,100 $654K
Syon Capital LLC 0.03% Add +78.8% 7,044 $649K
S.A. Mason LLC 0.24% Reduce -5.2% 7,042 $649K
HM Payson & Co. 0.01% Reduce -6.0% 7,026 $647K
Range Financial Group LLC 0.22% Add +3.5% 7,009 $646K
Martin Capital Partners, LLC 0.24% Add +0.2% 7,006 $645K
Bull Harbor Capital LLC 0.17% — 6,991 $644K
Dearborn Partners LLC 0.03% Reduce -22.3% 6,976 $643K
Vontobel Holding Ltd. 0.00% Reduce -20.6% 6,907 $636K
Kapstone Financial Advisors LLC 0.31% Reduce -2.8% 6,845 $631K
Ridgewood Investments LLC 0.26% — 6,812 $628K
Atlantic Union Bankshares Corp 0.01% Reduce -8.1% 6,789 $625K
Ark Wealth Advisors LLC 0.62% Add +31.9% 6,766 $623K
Uniting Wealth Partners, LLC 0.13% Reduce -1.4% 6,752 $622K
GC Wealth Management RIA, LLC 0.03% Reduce -2.6% 6,694 $617K
Broadwater Capital Management LLC 0.46% No change 5,488 $616K
First National Advisers, LLC 0.09% Reduce -12.2% 6,681 $615K
Coastal Bridge Advisors, LLC 0.04% Add +36.8% 6,647 $612K
Beacon Financial Advisory LLC 0.14% Add +2.8% 6,639 $612K
Cross Staff Investments Inc 0.31% Add +0.0% 6,624 $610K
Westerkirk Capital Inc. 0.07% Reduce -28.3% 6,600 $608K
Rwa Wealth Partners, LLC 0.01% Add +5.7% 6,585 $607K
Evolve Private Wealth, LLC 0.03% Add +75.3% 6,581 $606K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -0.8% 6,549 $603K
Kingswood Wealth Advisors, LLC 0.03% Add +39.9% 6,510 $600K
Leavell Investment Management, Inc. 0.02% Reduce -22.2% 6,447 $594K
Sfmg, LLC 0.04% Reduce -7.8% 6,440 $593K
King Luther Capital Management Corp. 0.00% Reduce -18.1% 6,403 $590K
IHT Wealth Management, LLC 0.01% Add +3.1% 6,403 $590K
BTS Asset Management, Inc. 2.26% New 6,365 $586K
Granite Investment Partners, LLC 0.04% Add +8.9% 6,333 $583K
Crews Bank & Trust 0.08% Reduce -6.6% 6,324 $583K
Washington Trust Bank 0.04% No change 6,292 $580K
Moment Partners, LLC 0.10% Reduce -0.2% 6,285 $579K
Sara-Bay Financial 0.17% No change 6,251 $576K
Sunpointe, LLC 0.19% Add +33.2% 6,223 $573K
Taylor Financial Group, Inc. 0.35% Reduce -1.2% 6,207 $572K
CWS Financial Advisors, LLC 0.15% Add +6.8% 6,181 $569K
Harbor Investment Advisory, LLC 0.04% Reduce -12.6% 6,176 $569K
Rossmore Private Capital 0.05% No change 6,128 $565K
Master's Wealth Management Inc. 0.19% Add +89.0% 6,092 $561K
Savvy Advisors, Inc. 0.01% Add +19.2% 6,055 $558K
Provenance Wealth Advisors, LLC 0.06% No change 6,053 $558K
Nomura Holdings Inc. 0.00% Reduce -62.0% 6,049 $557K
Mitchell McLeod Pugh & Williams Inc. 0.08% No change 6,038 $556K
JBGlobal.com LLC 0.55% Add +0.1% 6,024 $555K
Fifth Third Wealth Advisors LLC 0.02% Reduce -4.1% 6,021 $555K
FIL Ltd 0.00% Reduce -71.4% 5,971 $550K
Johnson Investment Counsel Inc. 0.00% Add +0.9% 5,954 $548K
ICICI Prudential Asset Management Co Ltd 0.07% Add +3.0% 5,948 $548K
2UniFi Bank 0.26% Add +5.3% 5,934 $547K
EverSource Wealth Advisors, LLC 0.02% Add +82.0% 5,929 $546K
Cary Street Partners Financial LLC 0.01% Add +3.7% 5,924 $546K
Turtle Creek Wealth Advisors, LLC 0.04% New 5,897 $543K
Bank & Trust Co 0.37% No change 5,884 $542K
Penn Davis McFarland Inc. 0.05% No change 5,881 $542K
FORA Capital, LLC 0.04% New 5,884 $542K
SC&H Financial Advisors, Inc. 0.08% Add +1.3% 5,877 $541K
Farmers & Merchants Investments Inc. 0.01% No change 5,813 $535K
Wealthcare Advisory Partners LLC 0.01% Reduce -67.4% 5,803 $535K
Independent Advisor Alliance 0.01% Reduce -12.1% 5,795 $534K
Ostrum Asset Management 0.03% Reduce -34.7% 5,762 $531K
Intrust Bank NA 0.04% Add +113.8% 5,744 $529K
HUB Investment Partners, LLC 0.01% Reduce -2.2% 5,737 $529K
Beck Mack & Oliver LLC 0.01% Add +43.4% 5,737 $528K
Forza Wealth Management, LLC 0.18% No change 5,736 $528K
Burke & Herbert Bank & Trust Co. 0.15% No change 5,705 $526K
Geneos Wealth Management Inc. 0.01% Reduce -4.4% 5,704 $525K
Krane Funds Advisors LLC 0.02% Add +56.0% 5,729 $525K
McMillan Office, Inc. 0.07% No change 5,687 $524K
Jeppson Wealth Management, LLC 0.16% Add +57.1% 5,684 $524K
Kuhn & Co Investment Counsel 0.34% Add +1.5% 5,664 $522K
Capstone Investment Advisors, LLC 0.01% Reduce -47.4% 5,657 $521K
Sigma Planning Corp 0.01% Reduce -25.1% 5,652 $521K
Segment Wealth Management, LLC 0.03% Add +0.5% 5,646 $520K
Ausdal Financial Partners, Inc. 0.02% Add +4.8% 5,637 $519K
Hall Capital Management Co. Inc. 0.19% Reduce -16.9% 5,606 $519K
Private Trust Co. NA 0.05% Add +10.0% 5,572 $513K
Modera Wealth Management, LLC 0.01% Reduce -4.6% 5,572 $513K
Harmony Asset Management LLC 0.16% Reduce -17.2% 5,563 $512K
Torrey Growth & Income Advisors 0.21% No change 5,532 $512K
Kentucky Trust Co 0.27% Reduce -8.7% 5,536 $510K
Seelaus Asset Management LLC 0.37% Add +2.0% 5,464 $503K
Lighthouse Financial Services Inc. 0.11% Reduce -0.6% 5,645 $502K
Farmers National Bank 0.11% New 5,441 $501K
Chesley Taft & Associates LLC 0.02% Reduce -3.8% 5,435 $501K
Covenant Asset Management, LLC 0.10% Reduce -1.5% 5,427 $500K
SVB Wealth LLC 0.03% Add +2.8% 5,368 $494K
TCW Group Inc. 0.00% Add +5.1% 5,352 $493K
PCM Encore, LLC 0.10% Reduce -0.5% 5,344 $492K
Pure Financial Advisors, LLC 0.01% Add +16.1% 5,344 $492K
Aristides Capital LLC 0.16% Add +14.1% 5,340 $492K
Middleton & Co. Inc. 0.06% Reduce -1.4% 5,335 $491K
Rothschild Investment LLC 0.03% Add +498.6% 5,328 $491K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 5,319 $490K
SkyView Investment Advisors, LLC 0.07% Add +122.4% 5,270 $485K
Bison Wealth, LLC 0.05% Add +17.7% 5,370 $483K
NorthCrest Asset Manangement, LLC 0.01% Add +29.9% 5,254 $482K
SouthState Bank Corp 0.02% Reduce -11.7% 5,193 $478K
North Dallas Bank & Trust Co. 0.32% Reduce -11.6% 5,185 $478K
BDFS Capital LLC 0.23% Add +13.0% 5,182 $477K
Guyasuta Investment Advisors Inc. 0.03% No change 5,162 $476K
International Assets Investment Management, LLC 0.03% Add +19.4% 5,193 $472K
Cornerstone Wealth Management, LLC 0.02% Add +16.9% 5,116 $471K
Whittier Trust Co. of Nevada Inc. 0.01% Add +11.8% 5,043 $463K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -18.8% 5,025 $462K
Tema ETFs LLC 0.03% Add +0.4% 4,968 $458K
Park National Corp. 0.01% Reduce -2.5% 4,952 $456K
Kanawha Capital Management LLC 0.03% Reduce -0.0% 4,950 $456K
Jacksonville Wealth Management, LLC 0.31% Add +0.5% 4,934 $455K
Chemung Canal Trust Co. 0.09% Add +3.0% 4,915 $453K
Focus Partners Advisor Solutions, LLC 0.00% New 4,900 $452K
NTV Asset Management LLC 0.05% No change 4,891 $451K
Chase Investment Counsel Corp. 0.12% Add +67.3% 4,879 $449K
Marino, Stram & Associates LLC 0.08% Reduce -22.7% 4,849 $447K
Checchi Capital Advisers, LLC 0.03% Add +15.3% 4,793 $442K
Transcend Capital Advisors, LLC 0.04% Reduce -27.7% 4,788 $441K
CX Institutional 0.01% Reduce -5.2% 4,778 $440K
Emerald Advisors, LLC 0.05% Add +7.9% 4,770 $439K
Jacobi Capital Management LLC 0.02% Reduce -25.5% 4,768 $439K
B. Riley Wealth Advisors, Inc. 0.03% Add +8.6% 4,715 $439K
Trust Co of the South 0.07% No change 4,754 $438K
Winthrop Partners - WNY, LLC 0.23% Reduce -0.9% 4,723 $435K
JBR Co Financial Management Inc 0.18% No change 3,874 $435K
Biltmore Family Office, LLC 0.06% Add +46.4% 4,690 $432K
Relyea Zuckerberg Hanson LLC 0.04% Add +18.6% 4,675 $431K
Arwa LLC 0.21% Reduce -52.3% 4,880 $429K
KFG Wealth Management, LLC 0.06% Add +3.3% 4,648 $428K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -16.4% 4,644 $428K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -19.3% 4,607 $424K
Longaeva Partners L.P. 0.02% New 4,601 $424K
Choate Investment Advisors 0.01% Reduce -4.8% 4,580 $422K
Leigh Baldwin & Co., LLC 0.27% Reduce -3.0% 4,570 $421K
ABN AMRO Bank N.V. 0.00% Add +37.1% 4,473 $416K
Norris Perne & French LLP 0.02% Reduce -16.1% 4,508 $415K
Rare Wolf Capital LLC 0.27% New 4,501 $415K
Optas, LLC 0.06% Add +81.8% 4,490 $414K
Sandro Wealth Management LLC 0.33% Add +0.6% 4,463 $411K
3Chopt Investment Partners, LLC 0.09% Add +8.3% 4,447 $410K
Norden Group LLC 0.04% Add +15.9% 4,441 $409K
Marble Harbor Investment Counsel, LLC 0.04% Add +11.5% 4,435 $409K
Cresset Asset Management, LLC 0.00% Reduce -17.4% 4,425 $408K
Decker Wealth Management LLC 0.09% No change 4,421 $407K
111 Capital 0.10% Reduce -66.9% 4,420 $407K
First PREMIER Bank 0.09% No change 4,373 $402K
Eventide Asset Management, LLC 0.01% Add +14.0% 4,317 $402K
Nottingham Advisors, Inc. 0.05% No change 4,353 $401K
VestGen Advisors, LLC 0.01% Add +60.4% 4,275 $401K
Trustmark Bank Trust Department 0.03% Reduce -1.0% 4,341 $400K
Curi Capital, LLC 0.01% Add +92.2% 4,320 $398K
Level Four Advisory Services, LLC 0.01% Add +8.1% 4,307 $397K
Jmac Enterprises LLC 0.08% No change 4,300 $396K
Erste Asset Management GmbH 0.00% No change 4,252 $396K
Longfellow Investment Management Co. LLC 0.08% Add +49.6% 4,288 $395K
Avestar Capital, LLC 0.03% New 4,281 $394K
Mutual Advisors, LLC 0.01% Add +117.8% 4,270 $393K
SBI Okasan Asset Management Co.Ltd. 0.02% No change 4,200 $391K
Pitti Group Wealth Management, LLC 0.32% Add +0.3% 4,245 $391K
Crestwood Advisors Group, LLC 0.01% Add +57.3% 4,241 $391K
Pinnacle Bancorp, Inc. 0.12% No change 4,233 $390K
Smartleaf Asset Management LLC 0.01% Reduce -1.1% 4,165 $388K
Kathmere Capital Management, LLC 0.02% Add +24.1% 4,179 $385K
Clean Yield Group 0.11% No change 4,160 $383K
Legacy Capital Wealth Partners, LLC 0.08% Add +23.2% 4,135 $381K
Perigon Wealth Management, LLC 0.01% Add +13.2% 4,124 $380K
Simplicity Wealth,LLC 0.02% Add +76.1% 4,118 $379K
Sunbelt Securities, Inc. 0.02% Reduce -14.6% 4,115 $379K
Spinnaker Trust 0.02% Reduce -14.1% 4,113 $379K
Bradyco, Inc. 0.29% No change 4,110 $379K
Heritage Trust Co 0.04% Reduce -2.8% 4,108 $378K
Valley Forge Investment Consultants Inc. Adv 0.11% Reduce -10.1% 4,100 $378K
Delta Global Management LP 0.03% New 4,079 $376K
Advisors Capital Management, LLC 0.00% Add +2.1% 4,077 $376K
Inscription Capital, LLC 0.04% New 4,076 $375K
Keudell/Morrison Wealth Management 0.08% Add +105.0% 4,067 $375K
First Horizon Corp. 0.02% Reduce -65.7% 4,067 $375K
FAS Wealth Partners, Inc. 0.02% Add +55.2% 4,045 $373K
Montag A & Associates Inc. 0.02% No change 4,025 $371K
Cyndeo Wealth Partners, LLC 0.02% Add +16.2% 4,010 $369K
Richards, Merrill & Peterson, Inc. 0.14% Add +9.5% 4,003 $369K
Clearbridge Investments, LLC 0.00% No change 4,000 $368K
Novem Group 0.04% Add +1.6% 3,997 $368K
PEAK6 LLC 0.01% New 3,989 $367K
Alpha Omega Wealth Management LLC 0.06% Add +48.6% 3,986 $367K
FDx Advisors, Inc. 0.12% New 3,986 $367K
Spirepoint Private Client, LLC 0.03% Reduce -1.8% 3,969 $366K
Grey Ledge Advisors, LLC 0.08% Add +12.5% 3,959 $365K
Fisher Asset Management 0.00% Add +7.2% 3,958 $365K
Human Investing LLC 0.05% Reduce -10.7% 3,951 $364K
Phillips Wealth Planners LLC 0.27% New 3,859 $362K
J. Safra Sarasin Holding AG 0.01% Add +17.7% 3,932 $362K
Caitong International Asset Management Co., Ltd 0.07% Add +397.3% 3,914 $361K
Atlantic Family Wealth, LLC 0.26% New 3,911 $360K
Elevation Point Wealth Partners, LLC 0.01% New 3,910 $360K
NorthRock Partners, LLC 0.01% Add +16.0% 3,896 $359K
QTR Family Wealth, LLC 0.15% Add +50.0% 4,028 $358K
Saratoga Research & Investment Management 0.02% Add +0.1% 3,884 $358K
Lowe Brockenbrough & Co. Inc. 0.02% No change 3,867 $356K
Atlas Legacy Advisors, LLC 0.07% Add +3.5% 3,859 $355K
Wimmer Associates 1, LLC 0.17% No change 3,850 $355K
IVC Wealth Advisors LLC 0.15% Reduce -46.2% 3,845 $354K
Flagship Harbor Advisors, LLC 0.02% Add +0.2% 3,843 $354K
Code Waechter LLC 0.21% New 3,809 $351K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +0.9% 3,802 $350K
Howard Capital Management, LLC 0.01% Reduce -57.8% 3,802 $350K
Compass Ion Advisors, LLC 0.03% Reduce -20.5% 3,793 $349K
Baker Avenue Asset Management, LP 0.01% New 3,789 $349K
Perennial Investment Advisors, LLC 0.03% Add +25.8% 3,779 $348K
Mission Wealth Management, LP 0.01% Add +10.9% 3,755 $346K
Roehl & Yi Investment Advisors, LLC 0.13% Add +6.0% 3,721 $343K
Compass Capital Management, Inc. 0.02% No change 3,718 $343K
Wharton Business Group, LLC 0.01% No change 3,715 $342K
Physicians Financial Services, Inc. 0.09% No change 3,702 $341K
Dorsey & Whitney Trust CO LLC 0.02% Add +28.6% 3,682 $339K
Terra Nova Asset Management LLC 0.25% Add +1.1% 3,681 $339K
Optimist Retirement Group LLC 0.15% Add +34.4% 3,673 $338K
Dynamic Advisor Solutions LLC 0.01% Reduce -89.6% 3,660 $337K
Essex Bank 0.07% Add +1.0% 3,650 $336K
Moneta Group Investment Advisors LLC 0.00% Reduce -4.0% 3,647 $336K
Foundations Investment Advisors, LLC 0.00% Add +3.5% 3,611 $333K
Directional Asset Management 0.30% Reduce -24.1% 3,608 $332K
Impact Partnership Wealth, LLC 0.04% Reduce -7.6% 3,602 $332K
Jackson Thornton Wealth Management, LLC 0.03% New 3,873 $331K
KRS Capital Management, LLC 0.20% Reduce -5.0% 3,586 $330K
Berkshire Asset Management LLC 0.01% Add +39.1% 3,585 $330K
Claro Advisors Inc. 0.04% Add +22.0% 3,571 $329K
Brown Miller Wealth Management, LLC 0.09% Add +1.3% 3,552 $327K
Palumbo Wealth Management LLC 0.08% Add +5.8% 3,548 $327K
Secure Asset Management, LLC 0.05% Reduce -5.7% 3,543 $326K
GTS Securities LLC 0.01% Reduce -26.0% 3,542 $326K
Maridea Wealth Management LLC 0.05% Reduce -20.6% 3,526 $325K
United Community Bank 0.11% Add +10.9% 3,525 $325K
Compound Planning, Inc. 0.01% Reduce -26.2% 3,516 $324K
RMR Capital Management, LLC 0.23% No change 3,506 $323K
FourThought Financial Partners, LLC 0.03% Add +24.5% 3,504 $323K
Avidian Wealth Enterprises, LLC 0.01% Reduce -24.1% 3,503 $323K
Confluence Wealth Services, Inc. 0.01% Reduce -3.2% 3,502 $323K
44 Wealth Management LLC 0.11% Add +18.5% 3,455 $318K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -15.3% 3,441 $317K
Hurlow Wealth Management Group, Inc. 0.08% Reduce -0.0% 3,440 $317K
Integrated Advisors Network LLC 0.02% Reduce -21.6% 3,435 $316K
Bridges Investment Management Inc. 0.00% Reduce -15.6% 3,428 $316K
Mountain Pacific Investment Advisers LLC 0.05% Add +21.2% 3,426 $316K
MCF Advisors LLC 0.01% Add +145.4% 3,423 $315K
Professional Advisory Services Inc. 0.04% No change 3,400 $313K
Belpointe Asset Management LLC 0.01% Add +0.8% 3,383 $312K
Catalyst Financial Partners LLC 0.04% Add +21.8% 3,369 $310K
Ashton Thomas Securities, LLC 0.04% Add +0.8% 3,363 $310K
Genesis Private Wealth, LLC 0.10% New 3,361 $310K
Wellington Grp LLC 0.10% Reduce -25.3% 3,358 $309K
Fiduciary Group, LLC 0.03% Reduce -12.6% 3,351 $309K
Finward Bancorp 0.25% No change 3,344 $308K
Praxis Investment Management Inc. 0.02% No change 3,334 $307K
Caerus Investment Advisors, LLC 0.13% New 3,331 $307K
Wesbanco Bank Inc. 0.01% Reduce -15.5% 3,323 $306K
Phoenix Wealth Advisors 0.12% Reduce -3.5% 3,285 $303K
Strategy Asset Managers LLC 0.05% Add +29.7% 3,281 $302K
Riverview Trust Co 0.37% No change 3,279 $302K
Diversified Trust Co. 0.01% Reduce -3.8% 3,261 $300K
Griffith & Werner, Inc. 0.15% No change 3,252 $300K
Insigneo Advisory Services, LLC 0.02% Add +16.5% 3,247 $299K
Penobscot Investment Management Company, Inc. 0.02% Reduce -12.0% 3,235 $298K
Prentice Wealth Management LLC 0.07% Add +65.6% 3,226 $297K
Eastern Bank 0.01% Reduce -40.8% 3,215 $296K
Kiley Juergens Wealth Management, LLC 0.05% New 3,200 $295K
Procyon Advisors, LLC 0.01% Reduce -26.2% 3,193 $294K
Cigna Investments Inc. 0.05% No change 3,194 $294K
IFS Group,LLC 0.26% — 3,191 $294K
Mechanics Financial Corp 0.12% Reduce -1.6% 3,177 $293K
Laurel Oak Wealth Management, LLC 0.05% New 3,161 $291K
Sendero Wealth Management, LLC 0.03% Add +0.5% 3,159 $291K
Clark Capital Management Group, Inc. 0.00% Reduce -6.1% 3,155 $291K
Aufman Associates Inc 0.14% No change 3,154 $291K
Patriot Financial Group Insurance Agency, LLC 0.02% New 3,152 $290K
Founders Financial Alliance, LLC 0.05% Add +42.5% 3,150 $290K
Principle Wealth Partners LLC 0.02% No change 3,142 $289K
Tyche Wealth Partners LLC 0.04% Add +0.0% 3,118 $287K
Cullen/Frost Bankers, Inc. 0.00% Add +2.3% 3,103 $286K
Vest Financial, LLC 0.00% Add +28.8% 3,102 $286K
Meyer Handelman Co. 0.01% No change 3,100 $286K
Delta Investment Management, LLC 0.05% Add +0.1% 3,086 $284K
Roman Butler Fullerton & Co. 0.08% Add +0.2% 3,142 $282K
Gateway Wealth Partners, LLC 0.01% New 3,060 $282K
Pine Valley Investments Ltd Liability Co 0.01% Add +18.3% 3,056 $281K
Ti-Trust, Inc. 0.17% No change 3,033 $279K
D.B. Root & Company, LLC 0.07% Add +11.0% 3,027 $279K
Wynn Capital, LLC 0.14% Reduce -8.5% 3,025 $279K
Bingham Private Wealth, LLC 0.22% New 3,023 $278K
S-Bank Fund Management Ltd 0.04% Reduce -3.6% 3,010 $277K
SRH Advisors, LLC 0.08% No change 3,001 $276K
TrinityBridge Ltd 0.01% No change 3,000 $276K
Allegheny Financial Group 0.04% Add +0.5% 2,993 $276K
Shariaportfolio, Inc. 0.12% New 2,991 $276K
Cascades Capital Asset Management, LLC 0.12% Add +1.2% 2,983 $275K
Integrity Alliance, Llc. 0.01% Reduce -5.3% 2,981 $275K
Okabena Investment Services Inc. 0.05% Reduce -15.2% 2,970 $274K
Beacon Bank & Trust 0.06% Reduce -15.8% 2,969 $274K
Beacon Financial Strategies CORP 0.15% No change 2,958 $272K
Harbour Trust & Investment Management Co 0.03% Reduce -4.1% 2,958 $272K
Carderock Capital Management Inc. 0.07% No change 2,950 $272K
Apollon Financial, LLC 0.04% Reduce -3.8% 2,950 $272K
Summitry LLC 0.01% New 2,946 $271K
BBR Partners, LLC 0.02% New 2,941 $271K
TIAA Wealth Investment Management LLC 0.00% — 2,937 $271K
RW Investment Management LLC 0.03% — 2,924 $269K
Lombard Odier Asset Management (Switzerland) SA 0.01% Reduce -75.3% 2,914 $268K
Northcape Wealth Management, LLC 0.07% Reduce -2.2% 2,903 $267K
Legacy Advisors, LLC 0.03% New 2,893 $267K
Patrick M Sweeney & Associates, Inc. 0.17% Add +4.8% 2,886 $266K
Sargent Investment Group, LLC 0.04% Add +53.5% 2,885 $266K
Sun Financial Inc 0.13% Reduce -3.0% 2,988 $265K
Intrua Financial, LLC 0.03% Add +18.7% 2,879 $265K
Verition Fund Management LLC 0.00% Reduce -95.6% 2,878 $265K
Patten & Patten Inc. 0.02% Reduce -11.6% 2,862 $264K
Flaharty Asset Management, LLC 0.03% Reduce -5.7% 2,850 $263K
Cary Street Partners Investment Advisory LLC 0.07% Add +40.7% 2,840 $262K
Nikulski Financial, Inc. 0.06% Add +44.2% 2,825 $260K
Oslo Pensjonsforsikring AS 0.04% — 2,824 $260K
NorthLanding Financial Partners, LLC 0.21% Add +0.1% 2,819 $260K
SevenBridge Financial Group, LLC 0.04% No change 2,773 $259K
Baron Wealth Management LLC 0.08% Add +0.6% 2,811 $259K
River Street Advisors LLC 0.09% New 2,811 $259K
Signet Private Wealth LLC 0.25% Reduce -4.4% 2,803 $258K
Fiduciary Wealth Partners, LLC 0.17% Reduce -0.8% 2,803 $258K
Verum Partners LLC 0.05% Add +25.5% 2,800 $258K
J.Safra Asset Management Corp 0.01% Add +1.8% 2,800 $258K
Larson Financial Group LLC 0.01% Add +23.6% 2,784 $256K
PDS Planning, Inc 0.02% Add +43.3% 2,782 $256K
First Financial Bank - Trust Division 0.02% Reduce -13.0% 2,771 $255K
Key Financial Inc 0.05% No change 2,768 $255K
South Plains Financial, Inc. 0.15% No change 2,765 $255K
Bayesian Capital Management, LP 0.31% Reduce -45.4% 2,764 $255K
Avantax Planning Partners, Inc. 0.01% Reduce -32.0% 2,760 $254K
Boothbay Fund Management, LLC 0.01% Reduce -50.4% 2,746 $253K
River Wealth Advisors LLC 0.03% No change 2,723 $251K
Wedmont Private Capital 0.01% Add +14.2% 2,781 $250K
Rayburn West Financial Services LLC 0.15% Reduce -5.7% 2,710 $250K
M. Kraus & Co 0.07% Reduce -4.1% 2,709 $250K
Ascent Wealth Partners, LLC 0.03% Add +0.2% 2,705 $249K
Romano Brothers and Company 0.03% Reduce -1.7% 2,705 $249K
Mirabella Financial Services LLP 0.03% New 2,705 $249K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -14.0% 2,698 $249K
Haverford Trust Co 0.00% Reduce -24.2% 2,697 $248K
Red Door Wealth Management, LLC 0.03% Add +6.0% 2,690 $248K
Nwam LLC 0.01% Reduce -18.2% 2,684 $247K
Holderness Investments Co. 0.05% No change 2,681 $247K
Bryn Mawr Trust Advisors, LLC 0.01% Add +4.3% 2,678 $247K
Burney Co./ 0.01% Reduce -40.4% 2,674 $246K
Mendel Money Management 0.10% Reduce -5.0% 2,659 $245K
Cushing Capital Partners, LLC 0.19% Reduce -48.0% 2,655 $245K
Mather Group, Llc. 0.00% Add +28.8% 2,646 $244K
Autumn Glory Partners, LLC 0.09% Add +0.6% 2,646 $244K
ICW Investment Advisors LLC 0.09% Add +0.9% 2,637 $243K
Sigma Investment Counselors Inc. 0.01% No change 2,634 $243K
Meridian Wealth Management, LLC 0.01% Reduce -89.8% 2,621 $241K
Lombard Odier Asset Management (USA) Corp 0.18% New 2,612 $241K
Successful Portfolios LLC 0.13% Reduce -4.8% 2,587 $240K
Outlook Wealth Advisors, LLC 0.06% Add +25.4% 2,602 $240K
Texas Bank & Trust Co 0.09% No change 2,592 $239K
Bridgewater Advisors Inc. 0.01% Add +13.7% 2,717 $239K
Rise Advisors, LLC 0.08% Reduce -16.6% 2,623 $238K
Northwest Quadrant Wealth Management, LLC 0.05% Add +0.9% 2,585 $238K
Eads & Heald Wealth Management 0.12% New 2,574 $237K
Advisor OS, LLC 0.02% Add +19.7% 2,574 $237K
STAR Financial Bank 0.11% Reduce -5.6% 2,560 $236K
BSW Wealth Partners 0.03% Add +14.8% 2,554 $235K
Texas Capital Bank Wealth Management Services Inc 0.01% Reduce -49.5% 2,553 $235K
Cornerstone Wealth Group, LLC 0.02% New 2,509 $235K
Valeo Financial Advisors, LLC 0.01% Reduce -28.1% 2,550 $235K
Bullock Wealth Management Group 0.12% Reduce -70.4% 2,554 $232K
Westmount Partners, LLC 0.06% Reduce -2.9% 2,515 $232K
Stratos Investment Management, LLC 0.01% Reduce -1.2% 2,512 $231K
Fielder Capital Group LLC 0.05% Add +6.0% 2,509 $231K
Inspire Advisors, LLC 0.02% New 2,498 $230K
Buckhead Capital Management LLC 0.09% Reduce -14.9% 2,497 $230K
Fideuram Asset Management (Ireland) dac 0.03% Reduce -66.6% 2,338 $229K
Simon Quick Advisors, LLC 0.01% New 2,485 $229K
Renasant Bank 0.16% New 2,473 $228K
Bank Ozk 0.08% Add +1.6% 2,464 $227K
Anchyra Partners LLC 0.07% Add +30.3% 2,457 $226K
Knightsbridge Asset Management, LLC 0.03% New 2,453 $226K
Wood Tarver Financial Group, LLC 0.06% Reduce -2.9% 2,448 $225K
Guardian Partners Inc. 0.02% Reduce -27.9% 2,441 $225K
Old National Bancorp 0.00% Reduce -4.1% 2,435 $224K
Cherry Creek Investment Advisors, Inc. 0.10% Add +1.2% 2,432 $224K
Fruth Investment Management 0.06% No change 2,441 $224K
Truvestments Capital LLC 0.04% No change 2,431 $224K
Keystone Financial Group 0.02% New 2,425 $223K
One Charles Private Wealth Services, LLC 0.06% Reduce -9.7% 2,414 $222K
Symphony Financial, Ltd. Co. 0.03% New 2,395 $221K
Ingalls & Snyder LLC 0.01% Reduce -4.0% 2,402 $221K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -1.5% 2,389 $220K
Hoxton Planning & Management, LLC 0.07% New 2,387 $220K
Forbes J M & Co. LLP 0.02% No change 2,386 $220K
KCM Investment Advisors LLC 0.01% Reduce -4.5% 2,380 $219K
New Hampshire Trust 0.04% Reduce -1.6% 2,379 $219K
Swmg, LLC 0.06% Reduce -9.6% 2,377 $219K
WNY Asset Management, LLC 0.02% — 2,372 $219K
Douglas Lane & Associates, LLC 0.00% Reduce -6.8% 2,358 $217K
Fulcrum Capital LLC 0.05% Reduce -14.3% 2,353 $217K
DC Investments Management, LLC 0.08% New 2,349 $216K
Empower Advisory Group, LLC 0.00% Reduce -73.0% 2,349 $216K
Linscomb Wealth, Inc. 0.01% Reduce -3.9% 2,306 $212K
Ofi Invest Asset Management 0.00% Reduce -98.2% 2,648 $212K
Patton Fund Management, Inc. 0.04% Add +12.1% 2,296 $212K
Seneca Financial Advisors LLC 0.06% Reduce -0.5% 2,291 $211K
Pettee Investors, Inc. 0.11% Reduce -4.2% 2,275 $211K
Richwood Investment Advisors, LLC 0.16% Reduce -4.6% 2,287 $211K
San Luis Wealth Advisors LLC 0.03% Reduce -10.7% 2,285 $211K
Philadelphia Investment Partners, LLC 0.14% — 2,278 $210K
Sowell Financial Services LLC 0.01% Reduce -35.1% 2,273 $209K
Fiducient Advisors LLC 0.03% Reduce -2.1% 2,271 $209K
Murphy, Middleton, Hinkle & Parker, Inc. 0.10% Reduce -25.1% 2,248 $207K
Kagan Cocozza Asset Management 0.15% Add +4.1% 2,241 $206K
Hunter Associates Investment Management LLC 0.03% New 2,213 $206K
Powell Investment Advisors, LLC 0.07% No change 2,228 $205K
Caprock Group, LLC 0.01% New 2,218 $204K
J.M. Arbour, LLC 0.20% New 2,213 $204K
DGS Capital Management, LLC 0.03% New 2,212 $204K
Stockman Wealth Management, Inc. 0.02% No change 2,210 $204K
Family Legacy, Inc. 0.06% Add +2.3% 2,210 $204K
Park Edge Advisors, LLC 0.05% No change 2,210 $204K
Searle & Co. 0.05% No change 2,200 $203K
Cidel Asset Management Inc. 0.01% New 2,196 $202K
Supplemental Annuity Collective Trust of NJ 0.06% New 2,193 $202K
Roberts Glore & Co. Inc. 0.06% Reduce -14.0% 2,193 $202K
Zacks Investment Management 0.00% Add +4.5% 2,184 $201K
Trust Point Inc. 0.02% Reduce -5.1% 2,177 $201K
Kelly Financial Services LLC 0.05% Add +16.2% 2,176 $200K
Deseret Mutual Benefit Administrators 0.07% Add +80.4% 2,156 $199K
Colonial Trust Co / SC 0.03% Add +3.0% 2,144 $198K
American Capital Advisory, LLC 0.08% Add +0.5% 2,139 $197K
CENTRAL TRUST Co 0.00% Reduce -5.3% 2,110 $194K
Silvant Capital Management LLC 0.01% No change 2,108 $194K
Transamerica Financial Advisors, LLC 0.02% Reduce -74.0% 2,082 $192K
Blue Trust, Inc. 0.00% Reduce -39.3% 2,079 $191K
Community Bank, N.A. 0.02% No change 2,075 $191K
CVA Family Office, LLC 0.02% Add +72.3% 2,061 $190K
Essential Partners LLC 0.06% Add +4493.2% 2,021 $186K
Heritage Wealth Advisors 0.01% Reduce -27.8% 1,972 $182K
Private Wealth Asset Management, LLC 0.02% Reduce -23.3% 1,917 $177K
City State Bank 0.04% Reduce -0.1% 1,849 $170K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,830 $168K
Penserra Capital Management LLC 0.00% Add +3.2% 1,836 $168K
Greykasell Wealth Strategies, Inc. 0.07% No change 1,790 $165K
ESL Trust Services, LLC 0.03% No change 1,774 $163K
Oakworth Capital, Inc. 0.01% No change 1,773 $163K
Costello Asset Management, INC 0.06% Reduce -60.9% 1,765 $163K
Syntax Research, Inc. 0.10% Reduce -6.9% 1,700 $157K
Measured Wealth Private Client Group, LLC 0.04% No change 1,674 $154K
TFC Financial Management, Inc. 0.02% Reduce -0.2% 1,630 $150K
Murphy & Mullick Capital Management Corp 0.11% Reduce -1.7% 1,620 $149K
Trust Co. of Toledo NA 0.01% Reduce -12.4% 1,618 $149K
Cranbrook Wealth Management, LLC 0.03% Reduce -9.1% 1,599 $147K
Salem Investment Counselors Inc. 0.00% Reduce -38.8% 1,573 $145K
Destiny Wealth Partners, LLC 0.02% New 1,569 $145K
Ares Financial Consulting, LLC 0.11% No change 1,570 $143K
Capital Analysts, LLC 0.00% Reduce -91.6% 1,531 $141K
Centennial Bank 0.05% Reduce -15.7% 1,515 $140K
Holos Integrated Wealth LLC 0.07% No change 1,503 $138K
Washington Trust Advisors, Inc. 0.01% Add +1.1% 1,486 $137K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,475 $135K
Los Angeles Capital Management LLC 0.00% No change 1,463 $135K
Valley National Advisers Inc. 0.02% Reduce -1.8% 1,463 $134K
Glen Eagle Advisors, LLC 0.02% No change 1,445 $133K
Smithfield Trust Co 0.01% Add +4.3% 1,460 $133K
Parkside Financial Bank & Trust 0.01% Add +37.9% 1,429 $132K
Capital Advisors, Ltd. LLC 0.01% Add +1.3% 1,418 $131K
Evergreen Private Wealth LLC 0.05% Add +14.6% 1,417 $131K
Hillsdale Investment Management Inc. 0.00% New 1,410 $130K
Rosenberg Matthew Hamilton 0.03% No change 1,392 $128K
Quaker Wealth Management, LLC 0.04% Reduce -16.9% 1,385 $128K
Indiana Trust & Investment Management Co 0.04% No change 1,366 $126K
Duncker Streett & Co. Inc. 0.02% Add +0.7% 1,336 $123K
AdvisorNet Financial, Inc 0.01% Reduce -0.8% 1,326 $122K
Creative Financial Designs Inc. 0.01% Reduce -2.6% 1,323 $122K
Cassaday & Co Wealth Management LLC 0.00% Reduce -30.9% 1,309 $121K
Old Second National Bank of Aurora 0.02% No change 1,294 $119K
St Germain D J Co. Inc. 0.00% Reduce -16.9% 1,287 $119K
Signature Equity Partners, LLC 0.06% Add +7.3% 1,272 $117K
Blume Capital Management, Inc. 0.02% No change 1,265 $117K
PlanVest Financial, Inc 0.09% — 1,239 $114K
Longview Financial Advisors, Inc. 0.07% New 1,230 $113K
E Fund Management (Hong Kong) Co., Ltd. 0.05% Reduce -19.2% 1,227 $113K
GoalVest Advisory LLC 0.02% Reduce -10.1% 1,206 $111K
Louisbourg Investments Inc. 0.02% No change 1,200 $111K
Addison Advisors LLC 0.02% Add +2.3% 1,183 $109K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +4.6% 1,151 $106K
Spire Wealth Management 0.00% Reduce -4.9% 1,141 $105K
SJS Investment Consulting Inc. 0.01% Reduce -5.1% 1,136 $105K
Barrett & Company, Inc. 0.04% No change 1,120 $103K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -86.4% 1,105 $102K
Owl Creek Wealth Partners LLC 0.04% — 1,101 $101K
Rialto Wealth Management, LLC 0.02% Add +3.4% 1,086 $100K
Union Savings Bank 0.04% Reduce -6.7% 1,049 $97K
Wall Street Financial Group, Inc. 0.06% New 1,034 $95K
Bartlett & Co. Wealth Management LLC 0.00% Add +6.7% 1,004 $93K
Pingora Partners LLC 0.05% No change 1,000 $92K
Walsh & Associates, LLC 0.09% Reduce -33.5% 993 $91K
Morton Brown Family Wealth, LLC 0.02% No change 985 $91K
Vanguard National Trust Co 0.01% — 971 $89K
Versant Capital Management, Inc 0.01% Add +585.1% 966 $89K
GeoWealth Management, LLC 0.00% Reduce -0.3% 962 $89K
Mascoma Wealth Management LLC 0.02% Add +0.3% 922 $85K
Board of the Pension Protection Fund 0.08% Add +200.0% 900 $83K
Global Assets Advisory, LLC 0.02% New 895 $82K
Root Financial Partners, LLC 0.00% Add +97.6% 895 $82K
CYBER HORNET ETFs LLC 0.05% Reduce -2.4% 890 $81K
Blue Bell Private Wealth Management, LLC 0.01% No change 877 $81K
Basecamp Wealth Advisors LLC 0.02% Reduce -4.2% 876 $81K
Operose Advisors LLC 0.02% No change 870 $80K
Covestor Ltd 0.05% Add +4.7% 846 $78K
SBI Securities Co., Ltd. 0.00% Add +3.0% 822 $76K
True Wealth Design, LLC 0.02% Add +3456.5% 818 $75K
Cohen & Steers, Inc. 0.00% No change 800 $74K
Birch Capital Management, LLC 0.04% No change 798 $74K
Pension & Wealth Management Advisors, Inc. 0.02% New 798 $74K
Hollencrest Capital Management 0.00% Reduce -6.0% 784 $72K
Cromwell Holdings LLC 0.04% Reduce -21.2% 775 $71K
SOA Wealth Advisors, LLC. 0.01% Reduce -11.5% 772 $71K
Salomon & Ludwin, LLC 0.01% Add +19.6% 737 $68K
Keating Financial Advisory Services, Inc. 0.01% Reduce -9.8% 733 $68K
Delta Asset Management LLC 0.01% No change 705 $65K
Ballast Advisors LLC 0.02% New 700 $64K
Vestor Capital, LLC 0.00% Reduce -6.9% 689 $63K
Archer Investment Corp 0.01% Reduce -13.3% 671 $62K
Parvin Asset Management, LLC 0.05% No change 670 $62K
Dagco, Inc. 0.01% Add +1.3% 646 $60K
Sfam, LLC 0.05% No change 640 $59K
Security National Bank 0.01% No change 640 $59K
Missouri Trust & Investment Co 0.02% No change 637 $59K
Quent Capital, LLC 0.00% Reduce -46.6% 634 $58K
Boyd Watterson Asset Management LLC 0.02% No change 626 $58K
MidFirst Bank 0.00% Reduce -32.5% 621 $57K
General Partner, Inc. 0.03% No change 618 $57K
Atlas Capital Advisors Inc. 0.01% Add +4592.3% 610 $56K
MTM Investment Management, LLC 0.02% Reduce -83.2% 604 $56K
Canton Hathaway, LLC 0.01% No change 586 $54K
Bogart Wealth, LLC 0.00% Add +44.5% 578 $53K
Darwin Wealth Management, LLC 0.02% Add +0.7% 577 $53K
Quarry LP 0.01% Reduce -71.4% 563 $52K
Chesapeake Asset Management LLC 0.04% Reduce -82.3% 556 $51K
Steigerwald, Gordon & Koch Inc. 0.01% No change 555 $51K
Opal Wealth Advisors, LLC 0.01% New 552 $51K
Monetary Management Group Inc. 0.01% No change 550 $51K
Triumph Capital Management 0.01% Add +2.6% 547 $50K
LGT Financial Advisors LLC 0.25% Reduce -28.8% 530 $49K
Mountain Hill Investment Partners Corp. 0.03% New 530 $49K
Meramec Financial Planners, LLC 0.02% New 522 $49K
Timothy G. Youngquist 2020 Irrevocable Trust 0.02% New 521 $48K
Field & Main Bank 0.01% Reduce -54.8% 520 $48K
CNB Bank 0.02% Reduce -3.7% 518 $48K
Global Wealth Strategies & Associates 0.01% Add +2777.8% 518 $48K
JPL Wealth Management, LLC 0.01% Reduce -97.8% 508 $47K
Ancora Advisors LLC 0.00% Add +89.9% 507 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 504 $46K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 500 $46K
Asset Dedication, LLC 0.00% Add +8.7% 499 $46K
Paradigm Asset Management Co. LLC 0.01% No change 497 $46K
Twin Peaks Wealth Advisors, LLC 0.01% New 486 $45K
Cornerstone Planning Group LLC 0.01% Add +62.5% 481 $45K
Innovative Asset Advisors Group, LLC 0.03% — 478 $44K
Bruce G. Allen Investments, LLC 0.03% Add +34.4% 469 $43K
Ogorek Anthony Joseph /NY/ 0.01% Add +29.8% 462 $42K
Grove Bank & Trust 0.00% No change 453 $42K
Tradewinds Capital Management, LLC 0.01% No change 450 $41K
Foster Dykema Cabot & Partners, LLC 0.00% No change 435 $40K
Bayban 0.03% Reduce -28.4% 432 $40K
Cheviot Value Management, LLC 0.00% No change 432 $40K
Armstrong Advisory Group, Inc. 0.00% No change 424 $39K
New England Capital Financial Advisors LLC 0.01% Add +1.2% 420 $39K
Elequin Capital, LP 0.01% New 414 $38K
Cherry Tree Wealth Management, LLC 0.01% No change 413 $38K
Golden State Wealth Management, LLC 0.00% Reduce -4.2% 410 $38K
DecisionPoint Financial, LLC 0.01% Reduce -5.3% 397 $37K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 390 $36K
Richardson Financial Services Inc. 0.02% No change 380 $35K
Sittner & Nelson, LLC 0.01% No change 378 $35K
MV Capital Management, Inc. 0.00% Add +93.8% 376 $35K
Front Row Advisors LLC 0.01% No change 376 $35K
First Community Trust NA 0.03% No change 371 $34K
Clearstead Trust, LLC 0.01% No change 363 $33K
Leonteq Securities AG 0.00% Add +2669.2% 360 $33K
Castleark Management LLC 0.00% No change 360 $33K
Toth Financial Advisory Corp. 0.00% No change 357 $33K
Gen-Wealth Partners Inc 0.01% Reduce -91.1% 343 $32K
Financial Management Professionals, Inc. 0.00% Reduce -90.6% 342 $32K
TopTier Wealth Management, LLC 0.02% New 339 $31K
Cedar Mountain Advisors, LLC 0.01% Add +1.2% 338 $31K
Tidemark, LLC 0.01% Add +3.5% 322 $30K
Peoples Financial Services Corp. 0.01% No change 316 $29K
JFS Wealth Advisors, LLC 0.00% Reduce -25.6% 306 $28K
Community Financial Services Group, LLC 0.00% New 308 $28K
Fortis Group Advisors, LLC 0.00% No change 298 $27K
KERR FINANCIAL PLANNING Corp 0.02% Add +1.7% 297 $27K
Richard W. Paul & Associates, LLC 0.01% Add +124.8% 290 $27K
DHJJ Financial Advisors, Ltd. 0.01% No change 286 $26K
Activest Wealth Management 0.00% Add +173.8% 282 $26K
West Branch Capital LLC 0.01% No change 280 $26K
BankPlus Trust Department 0.01% No change 280 $26K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -1.1% 277 $26K
Elevation Wealth Partners, LLC 0.01% New 275 $25K
Hilton Head Capital Partners, LLC 0.01% No change 272 $25K
Evolution Advisers, Inc. 0.01% No change 275 $25K
Balyasny Asset Management L.P. 0.00% Reduce -94.5% 270 $25K
Investors Research Corp 0.00% Reduce -8.2% 257 $24K
Asset Planning,Inc 0.02% No change 255 $23K
Bell Investment Advisors, Inc 0.00% Add +57.6% 249 $23K
Acumen Wealth Advisors, LLC 0.01% Reduce -20.5% 244 $22K
Solstein Capital, LLC 0.01% Add +164.8% 241 $22K
Horizon Financial Services, LLC 0.01% Add +494.9% 232 $21K
Physician Wealth Advisors, Inc. 0.00% Add +121.4% 228 $21K
Align Financial, LLC 0.01% Reduce -99.1% 227 $21K
Medallion Wealth Advisors, LLC 0.01% No change 225 $21K
Westside Investment Management, Inc. 0.00% Reduce -18.1% 222 $20K
First Pacific Financial 0.00% Add +61.3% 221 $20K
Consultiva Wealth Management, Corp. 0.06% No change 219 $20K
Aventura Private Wealth, LLC 0.01% No change 217 $20K
Swiss Re Ltd. 0.12% No change 216 $20K
Dorato Capital Management 0.01% No change 220 $20K
Protective Life Corp. 0.06% New 210 $19K
Paladin Partners, LLC 0.01% No change 206 $19K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -33.3% 200 $19K
Westfuller Advisors, LLC 0.01% Reduce -28.1% 202 $19K
Portus Wealth Advisors, LLC 0.02% New 201 $19K
Plante Moran Financial Advisors, LLC 0.00% Reduce -20.0% 200 $18K
American National Bank & Trust 0.00% Reduce -15.4% 198 $18K
Prestige Wealth Management Group LLC 0.00% No change 181 $17K
Founders Capital Management 0.01% No change 157 $14K
Imprint Wealth LLC 0.06% No change 150 $14K
Silver Grove Financial Group, Inc. 0.01% New 150 $14K
Nova Wealth Management, Inc. 0.01% No change 146 $13K
Meeder Asset Management Inc. 0.00% Reduce -13.5% 141 $13K
Catalyst Capital Advisors LLC 0.00% Add +7.7% 140 $13K
Lloyd Advisory Services, LLC. 0.00% Reduce -89.5% 138 $13K
Kingdom Financial Group LLC. 0.00% Reduce -53.5% 138 $13K
Redwood Park Advisors LLC 0.01% Add +1.5% 135 $12K
Strive Financial Group ,LLC 0.01% Reduce -99.1% 127 $12K
Avion Wealth 0.00% Add +100.0% 134 $12K
Kemnay Advisory Services Inc. 0.00% Add +0.8% 130 $12K
Joseph Group Capital Management 0.00% New 129 $12K
Manchester Capital Management LLC 0.00% Add +166.7% 128 $12K
TOWER TRUST & INVESTMENT Co 0.01% No change 126 $12K
Scarborough Advisors, LLC 0.00% New 124 $11K
Torren Management, LLC 0.01% Reduce -3.2% 122 $11K
Sachetta, LLC 0.01% Add +70.4% 121 $11K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -72.6% 119 $11K
Princeton Global Asset Management LLC 0.00% No change 116 $11K
N.E.W. Advisory Services LLC 0.00% Reduce -17.1% 116 $11K
Dogwood Wealth Management LLC 0.00% Add +54.0% 114 $11K
Piscataqua Savings Bank 0.01% No change 113 $10K
Aventus Investment Advisors, Inc. 0.01% Add +124.5% 110 $10K
Tsfg, LLC 0.00% Add +0.9% 107 $10K
Fortitude Family Office, LLC 0.00% Add +9.2% 107 $10K
McGuire Capital Advisors Inc. 0.01% No change 106 $10K
Cornerstone Financial Management LLC 0.01% Add +238.7% 105 $10K
Banque Transatlantique SA 0.00% No change 100 $9K
Roxbury Financial LLC 0.01% Add +1.0% 100 $9K
Abound Financial, LLC 0.00% No change 100 $9K
Osbon Capital Management LLC 0.01% Add +1.1% 96 $9K
Kilter Group LLC 0.00% Add +394.7% 94 $9K
Miller Global Investments, LLC 0.01% Add +88.0% 94 $9K
RMG Wealth Management LLC 0.00% New 91 $9K
Strategic Wealth Partners, Ltd. 0.00% No change 92 $8K
Manning & Napier Advisors LLC 0.00% Add +20.0% 90 $8K
SHP Wealth Management 0.00% Add +52.5% 90 $8K
Beaird Harris Wealth Management, LLC 0.00% No change 87 $8K
Red Tortoise LLC 0.00% No change 85 $8K
Napier Financial, LLC 0.00% New 84 $8K
Ankerstar Wealth, LLC 0.01% No change 83 $8K
Sound Income Strategies, LLC 0.00% Add +12.0% 84 $8K
IFG Advisory, LLC 0.02% Reduce -97.6% 80 $7K
Evermay Wealth Management LLC 0.00% No change 80 $7K
Wilkerson Advisory Group LLC 0.00% Reduce -3.8% 76 $7K
Arlington Trust Co LLC 0.00% New 74 $7K
Main Street Group, LTD 0.00% New 71 $7K
High Note Wealth, LLC 0.00% Add +2266.7% 71 $7K
Creative Capital Management Investments LLC 0.00% No change 70 $6K
CGC Financial Services, LLC 0.00% No change 70 $6K
1248 Management, LLC 0.00% No change 69 $6K
Adirondack Trust Co. 0.00% No change 69 $6K
Hughes Financial Services, LLC 0.00% Add +15.3% 68 $6K
Synergy Investment Management, LLC 0.00% New 66 $6K
Brown, Lisle/Cummings, Inc. 0.00% Add +137.5% 57 $5K
Rossby Financial, LCC 0.00% Add +1.8% 56 $5K
Valued Wealth Advisors LLC 0.00% Reduce -34.1% 54 $5K
Essential Investment Partners LLC 0.00% No change 54 $5K
Raffa Wealth Management, LLC 0.00% Add +4.0% 52 $5K
Strengthening Families & Communities, LLC 0.00% New 49 $4K
NFSG Corp 0.00% No change 44 $4K
Bare Financial Services, Inc 0.00% Add +1000.0% 44 $4K
Roble, Belko & Company, Inc 0.00% No change 42 $4K
Private Wealth Management Group, LLC 0.00% Add +87.0% 43 $4K
Wealth Preservation Advisors, LLC 0.00% Add +7.5% 43 $4K
First Command Advisory Services, Inc. 0.00% No change 42 $4K
Lodestone Wealth Management LLC 0.00% No change 41 $4K
Copia Wealth Management 0.00% No change 39 $4K
Prosperity Bancshares Inc 0.00% No change 37 $3K
HHM Wealth Advisors, LLC 0.00% No change 35 $3K
Evolution Wealth Management Inc. 0.00% No change 35 $3K
Sunrise Financial Services, LLC 0.00% No change 35 $3K
Kozak & Associates, Inc. 0.00% No change 34 $3K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% — 32 $3K
Principia Wealth Advisory, LLC 0.00% Add +45.5% 32 $3K
Delos Wealth Advisors, LLC 0.00% No change 31 $3K
Towne Trust Company, N.A 0.00% No change 31 $3K
Nvwm, LLC 0.00% Add +50.0% 30 $3K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -40.0% 30 $3K
Abound Wealth Management 0.00% Reduce -12.1% 29 $3K
Aspect Partners, LLC 0.00% Reduce -15.2% 28 $3K
Monetary Solutions, Ltd 0.00% No change 26 $2K
Ameriflex Group, Inc. 0.00% Reduce -10.3% 26 $2K
Highline Wealth Partners LLC 0.00% Add +47.1% 25 $2K
Intentional Wealth Strategies, LLC 0.00% — 24 $2K
IMG Wealth Management, Inc. 0.00% Add +15.0% 23 $2K
Burkett Financial Services, LLC 0.00% No change 22 $2K
Gill Capital Partners, LLC 0.00% New 22 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -30.0% 21 $2K
Clayton Financial Group LLC 0.00% New 20 $2K
S&T Bank 0.00% No change 17 $2K
Bay Harbor Wealth Management, LLC 0.00% No change 17 $2K
Clark Wealth Partners 0.00% Add +6.7% 16 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -77.4% 14 $1K
WPG Advisers, LLC 0.00% Reduce -30.0% 14 $1K
Estabrook Capital Management 0.00% New 14 $1K
WealthCollab, LLC 0.00% No change 13 $1K
Burk Holdings LLC 0.00% New 13 $1K
LRI Investments, LLC 0.00% No change 13 $1K
Proathlete Wealth Management LLC 0.00% No change 12 $1K
Legacy Wealth Managment, LLC 0.00% New 11 $1K
Minot DeBlois Advisors LLC 0.00% No change 10 $921
Smallwood Wealth Investment Management, LLC 0.00% No change 10 $921
Financial Consulate, Inc. 0.00% Reduce -10.0% 9 $830
Crewe Advisors LLC 0.00% Add +12.5% 9 $830
Rakuten Securities, Inc. 0.00% Add +50.0% 9 $829
1620 Investment Advisors, Inc. 0.00% Reduce -50.0% 8 $737
HFM Investment Advisors, LLC 0.00% Add +40.0% 7 $645
Colonial Trust Advisors 0.00% No change 7 $633
Dunhill Financial, LLC 0.00% Reduce -81.5% 5 $501
Davis Capital Management 0.00% Add +66.7% 5 $461
Breakwater Investment Management 0.00% Add +25.0% 5 $461
Seneschal Advisors, LLC 0.00% Reduce -20.0% 4 $369
Vermillion Wealth Management, Inc. 0.00% New 4 $368
ROSS\JOHNSON & Associates LLC 0.01% No change 3 $276
Curio Wealth, LLC 0.00% New 3 $276
Y.D. More Investments Ltd 0.00% New 765 $223
Godfrey Financial Associates, Inc. 0.00% No change 2 $184
1015 Capital Partners, LLC 0.00% Reduce -75.0% 2 $184
Strategic Investment Solutions, Inc. 0.00% New 2 $184
3 Factor Indexing, LLC 0.00% — 1 $93
Arcadia Investment Management Corp. 0.00% No change 1 $93
Millstone Evans Group, LLC 0.00% Reduce -66.7% 1 $92

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