Public Service Enterprise GPPEG

13F holders, Q2 2025 (June 30)
1,212holders −20
94new positions
117sold out
6famous investors
$84.14avg. 13F price*

At the end of Q2 2025, 1,212 institutions reported holding Public Service Enterprise GP (PEG) in their 13F filings, down 20 from Q1 2025. 94 opened new positions and 117 sold out. The largest holders were Vanguard Group Inc. ($5.5B), BlackRock, Inc. ($4.2B) and State Street Corp. ($2.3B). 6 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Public Service Enterprise GP
Sector
Utilities
CUSIP
744573106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions94$248.5M
Exits117$249.2M

All 13F filers, Q1 2025 → Q2 2025: 25,161,292 shares bought and 23,532,314 shares sold, net +1,628,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,212 holders

Vanguard Group Inc. 0.09% Add +1.9% 64,961,047 $5.5B
BlackRock, Inc. 0.08% Reduce -10.5% 50,112,004 $4.2B
State Street Corp. 0.09% Add +0.8% 27,330,736 $2.3B
Bank of America Corp. 0.12% Add +20.7% 17,536,584 $1.5B
Geode Capital Management, LLC 0.07% Add +0.9% 12,526,776 $1.0B
JPMorgan Chase & Co. 0.06% Reduce -29.3% 9,821,156 $826.8M
Ameriprise Financial Inc. 0.17% Add +9.8% 8,009,067 $674.2M
Capital Research Global Investors 0.13% Add +27.1% 7,655,549 $644.4M
Morgan Stanley 0.04% Add +6.5% 7,222,597 $608.0M
Legal & General Group Plc 0.14% Reduce -3.0% 6,709,463 $564.8M
Norges Bank 0.07% Add +25.1% 6,702,755 $564.2M
Invesco Ltd. 0.09% Add +27.8% 6,473,897 $545.0M
Capital World Investors 0.06% Add +0.3% 5,255,702 $442.4M
Northern Trust Corp. 0.06% Reduce -9.9% 4,883,074 $411.1M
Raymond James Financial Inc. 0.14% Add +4.0% 4,868,398 $409.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -2.1% 4,703,094 $395.9M
Goldman Sachs Group Inc. 0.06% Add +35.4% 4,589,190 $386.3M
Massachusetts Financial Services Co. 0.11% Add +12.7% 4,125,698 $347.3M
Charles Schwab Investment Management Inc. 0.05% Add +1.5% 3,108,093 $261.6M
Bank of New York Mellon Corp 0.05% Reduce -6.9% 2,947,789 $248.1M
Millennium Management 0.21% Add +77.9% 2,693,394 $226.7M
Neuberger Berman Group LLC 0.17% Add +88.5% 2,689,423 $226.4M
Hamlin Capital Management, LLC 4.82% Add +0.7% 2,476,266 $208.5M
Royal Bank of Canada 0.04% Reduce -3.0% 2,390,044 $201.2M
Franklin Resources Inc. 0.05% Reduce -0.3% 2,267,927 $190.9M
UBS Group AG 0.04% Add +18.2% 2,242,532 $188.8M
Schroder Investment Management Group 0.15% Add +4.6% 2,152,686 $181.2M
ClearBridge Investments Ltd 3.82% Add +19.4% 2,069,913 $174.2M
Cohen & Steers, Inc. 0.31% Reduce -17.8% 1,976,743 $166.4M
California Public Employees Retirement System 0.11% Reduce -15.0% 1,971,616 $166.0M
Amundi 0.06% Add +18.9% 1,964,720 $159.6M
Nordea Investment Management AB 0.14% Add +1.5% 1,840,156 $154.1M
Mitsubishi UFJ Trust & Banking Corp 0.35% Reduce -1.3% 1,781,299 $149.9M
Dimensional Fund Advisors LP 0.03% Reduce -0.3% 1,780,690 $149.9M
Jennison Associates LLC 0.08% Reduce -18.0% 1,619,831 $136.4M
Reaves W H & Co. Inc. 2.96% Add +20.7% 1,583,744 $133.3M
Deutsche Bank AG 0.05% Add +10.6% 1,573,665 $132.5M
Swiss National Bank 0.08% Add +7.4% 1,509,200 $127.0M
CBRE Investment Management Listed Real Assets LLC 1.82% Add +70.5% 1,415,693 $119.2M
Barclays PLC 0.05% Add +4.5% 1,395,063 $117.4M
Voya Investment Management LLC 0.13% Add +6.4% 1,391,597 $117.0M
HSBC Holdings PLC 0.07% Reduce -4.3% 1,375,056 $115.8M
Van Eck Associates Corp. 0.13% Add +9.5% 1,350,356 $113.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +0.2% 1,149,186 $96.7M
Aviva PLC 0.20% Reduce -7.5% 1,121,569 $94.4M
Thrivent Financial for Lutherans 0.21% Reduce -0.0% 1,110,167 $93.5M
Nuveen, LLC 0.02% Reduce -7.9% 1,063,518 $89.5M
Duff & Phelps Investment Management Co. 1.03% Add +2.0% 1,045,462 $88.0M
Sound Shore Management Inc 2.94% Add +32.6% 1,025,471 $86.3M
Envestnet Asset Management Inc. 0.02% Add +2.1% 1,013,676 $85.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.44% Add +3.8% 987,339 $83.1M
Railway Pension Investments Ltd 1.14% Add +10.8% 960,700 $80.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +7.2% 949,372 $79.9M
Rhumbline Advisers 0.07% Reduce -1.9% 906,735 $76.3M
Russell Investments Group, Ltd. 0.10% Reduce -22.9% 900,912 $75.8M
Assetmark, Inc. 0.17% Reduce -0.5% 855,001 $72.0M
Aberdeen Group plc 0.12% Add +7.2% 851,022 $71.6M
Energy Income Partners, LLC 1.40% Reduce -0.2% 850,173 $71.6M
LPL Financial LLC 0.02% Add +9.5% 802,846 $67.6M
Pictet Asset Management Holding SA 0.07% Reduce -61.3% 783,614 $66.0M
Manufacturers Life Insurance Company, The 0.06% Reduce -1.2% 755,859 $63.6M
Jacobs Levy Equity Management, Inc. 0.25% Add +53.8% 744,089 $62.6M
First Trust Advisors LP 0.05% Reduce -0.7% 742,856 $62.5M
Aventail Capital Group, LP 2.78% Add +56.2% 742,171 $62.5M
ATLAS Infrastructure Partners (UK) Ltd. 4.36% New 726,704 $61.2M
T. Rowe Price Associates Inc. 0.01% Reduce -0.2% 723,168 $60.9M
Zacks Investment Management 0.50% Add +0.9% 699,390 $58.9M
Victory Capital Management Inc. 0.04% Add +0.8% 663,993 $55.8M
FMR LLC 0.00% Reduce -5.3% 659,292 $55.5M
BNP Paribas Financial Markets 0.04% Reduce -45.5% 656,819 $55.3M
Worldquant Millennium Advisors LLC 0.27% Add +0.6% 653,439 $55.0M
PNC Financial Services Group, Inc. 0.04% Reduce -0.4% 652,771 $55.0M
TD Asset Management Inc 0.05% Add +9.1% 652,485 $54.9M
National Pension Service 0.05% Add +0.9% 648,465 $54.6M
Wells Fargo & Company 0.01% Reduce -1.3% 630,733 $53.1M
Principal Financial Group Inc. 0.03% Add +5.7% 624,419 $52.6M
Qube Research & Technologies Ltd 0.07% Add +363.2% 618,481 $52.1M
California State Teachers Retirement System 0.06% Reduce -38.0% 598,487 $50.4M
Canada Pension Plan Investment Board 0.04% Add +9.8% 591,043 $49.8M
Alliancebernstein L.P. 0.02% Add +4.1% 572,325 $48.2M
Macquarie Group Ltd. 0.06% Add +3.0% 552,668 $46.5M
Assenagon Asset Management S.A. 0.07% Reduce -39.9% 552,188 $46.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +134.3% 544,511 $45.8M
State Board of Administration of Florida Retirement System 0.08% Reduce -2.0% 511,400 $43.0M
CANADA LIFE ASSURANCE Co 0.07% Reduce -13.9% 498,394 $42.0M
JARISLOWSKY, FRASER Ltd 0.24% Reduce -6.5% 495,057 $41.7M
Great Lakes Advisors, LLC 0.34% Reduce -1.6% 475,441 $40.0M
Verition Fund Management LLC 0.24% Add +471.6% 465,970 $39.2M
Adage Capital Partners Gp, L.L.C. 0.06% New 456,984 $38.5M
Swedbank AB 0.04% Reduce -2.1% 450,313 $37.9M
Royal London Asset Management Ltd. 0.09% Reduce -6.0% 443,824 $37.4M
Danske Bank A/S 0.09% Add +21.0% 441,728 $37.2M
Bank of Montreal 0.02% Reduce -13.9% 438,176 $36.9M
Covalis Capital LLP 4.64% Reduce -30.6% 436,046 $36.7M
Man Group plc 0.08% Reduce -38.5% 433,391 $36.5M
D. E. Shaw & Co. 0.04% Reduce -3.3% 414,185 $34.9M
First Horizon Advisors, Inc. 0.89% Add +3.8% 407,569 $34.3M
New York State Teachers Retirement System 0.07% Reduce -7.7% 402,865 $33.9M
Old Republic International Corp. 1.30% No change 392,500 $33.0M
Citigroup Inc. 0.02% Reduce -9.3% 387,401 $32.6M
Bollard Group LLC 0.74% Add +10.1% 386,847 $32.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.22% Reduce -3.3% 376,400 $31.7M
Magellan Asset Management Ltd 0.34% Add +9.8% 354,187 $29.8M
National Bank of Canada 0.03% Reduce -24.7% 353,121 $29.7M
AMF Tjanstepension AB 0.20% New 348,981 $29.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -14.6% 335,376 $28.2M
Asset Management One Co., Ltd. 0.08% Reduce -5.8% 319,507 $26.9M
Van Lanschot Kempen Investment Management N.V. 0.26% Reduce -1.2% 318,991 $26.9M
KLP Kapitalforvaltning As 0.11% Add +5.2% 314,209 $26.5M
Brandywine Global Investment Management, LLC 0.18% Reduce -12.0% 305,689 $25.7M
Cinctive Capital Management LP 1.44% Add +214.9% 305,456 $25.7M
Squarepoint Ops LLC 0.05% Add +1161.9% 295,264 $24.9M
Prudential Financial Inc. 0.03% Reduce -15.0% 292,665 $24.6M
DNB Asset Management AS 0.10% Reduce -8.7% 282,908 $23.8M
New York State Common Retirement Fund 0.03% Add +0.9% 278,568 $23.4M
State of Wisconsin Investment Board 0.06% Reduce -12.9% 273,263 $23.0M
Allianz Asset Management GmbH 0.03% Reduce -75.6% 272,769 $23.0M
Commonwealth Equity Services, LLC 0.03% Reduce -4.0% 267,861 $22.5M
Chevy Chase Trust Holdings, LLC 0.06% Add +0.9% 263,941 $22.2M
APG Asset Management N.V. 0.06% Add +3.3% 301,202 $21.6M
Gabelli Funds LLC 0.15% Reduce -0.4% 252,923 $21.3M
Clearbridge Investments, LLC 0.02% Add +54.8% 252,367 $21.2M
Jane Street Group, LLC 0.03% Add +296.0% 252,106 $21.2M
RWC Asset Management LLP 1.35% Add +21.5% 249,362 $21.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -0.4% 240,746 $20.3M
Rockefeller Capital Management L.P. 0.04% Add +8.2% 234,812 $19.8M
Treasurer of the State of North Carolina 0.06% Add +2.2% 233,269 $19.6M
GW Henssler & Associates Ltd. 1.05% Reduce -0.4% 232,628 $19.6M
Eventide Asset Management, LLC 0.34% Reduce -37.9% 228,394 $19.5M
Sei Investments Co. 0.02% Reduce -4.1% 226,601 $19.1M
CIBC Asset Management Inc 0.06% Add +19.9% 225,597 $19.0M
Natixis Advisors, LLC 0.03% Add +7.3% 225,176 $19.0M
Zurich Insurance Group Ltd 0.14% New 222,592 $18.7M
Toronto Dominion Bank 0.04% Add +23.1% 220,098 $18.5M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +6.3% 219,351 $18.5M
Glenview Trust Co 0.31% Add +0.0% 213,932 $18.0M
Prudential PLC 0.11% Add +5.1% 212,330 $17.9M
Osaic Holdings, Inc. 0.03% Add +160.6% 213,302 $17.8M
Renaissance Technologies 0.02% Add +193.3% 209,100 $17.6M
Korea Investment CORP 0.04% Reduce -44.7% 206,476 $17.4M
Andra AP-fonden 0.24% Reduce -13.1% 204,358 $17.2M
Corient Private Wealth LP 0.02% Add +16.0% 200,346 $16.9M
Allspring Global Investments Holdings, LLC 0.03% Reduce -8.6% 200,138 $16.6M
Mariner, LLC 0.02% Add +2.0% 192,755 $16.2M
Peapack Gladstone Financial Corp. 0.22% Reduce -0.7% 187,500 $15.8M
Mn Services Vermogensbeheer B.V. 0.11% Add +3.7% 186,917 $15.7M
HighTower Advisors, LLC 0.02% Add +13.2% 185,881 $15.6M
Hennessy Advisors Inc. 0.52% Add +5.8% 184,890 $15.6M
Resona Asset Management Co.,Ltd. 0.07% Add +6.4% 177,681 $14.9M
Truist Financial Corp. 0.02% Reduce -4.0% 174,521 $14.7M
Wellington Management Group LLP 0.00% Reduce -58.3% 174,004 $14.6M
State of Tennessee, Department of Treasury 0.05% Reduce -1.5% 170,912 $14.4M
AXA S.A. 0.04% Reduce -15.7% 167,273 $14.1M
Public Employees Retirement System of Ohio 0.05% Reduce -4.5% 166,647 $14.0M
Stifel Financial Corp. 0.01% Add +2.0% 166,419 $14.0M
Nomura Asset Management Co. Ltd. 0.04% Add +0.5% 164,575 $13.9M
Empower Advisory Group, LLC 0.04% Add +3.9% 163,865 $13.8M
AE Wealth Management LLC 0.10% Reduce -41.3% 162,817 $13.7M
State of New Jersey Common Pension Fund D 0.05% No change 161,335 $13.6M
Susquehanna International Group, LLP 0.02% Add +242.6% 160,813 $13.5M
Susquehanna Portfolio Strategies, LLC 0.29% New 159,785 $13.5M
Marshall Wace, LLP 0.02% New 157,904 $13.3M
Florida Trust Wealth Management Co 0.41% Reduce -2.3% 156,908 $13.2M
AQR Capital Management 0.01% Reduce -15.1% 154,375 $12.9M
ASR Vermogensbeheer N.V. 0.17% Add +2.0% 152,952 $12.9M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -4.6% 151,491 $12.8M
Applied Finance Capital Management, LLC 0.87% Add +5.5% 151,319 $12.7M
Cetera Investment Advisers 0.02% Add +3.0% 148,363 $12.5M
IFM Investors Pty Ltd 0.12% Add +0.9% 146,754 $12.4M
Arizona State Retirement System 0.07% Reduce -0.3% 145,751 $12.3M
Calamos Advisors LLC 0.07% No change 139,111 $11.7M
Foundations Investment Advisors, LLC 0.18% Add +30.7% 138,945 $11.7M
State of Michigan Retirement System 0.06% Reduce -8.3% 135,666 $11.4M
Mercer Global Advisors Inc. 0.03% Add +7.3% 133,481 $11.2M
American Century Companies Inc. 0.01% Reduce -0.1% 132,540 $11.2M
Creative Planning 0.01% Reduce -2.0% 130,678 $11.0M
Alta Fundamental Advisers LLC 6.02% Reduce -10.4% 128,745 $10.8M
MetLife Investment Management, LLC 0.06% Reduce -1.8% 127,150 $10.7M
Gotham Asset Management 0.06% Add +48.2% 125,850 $10.6M
Storebrand Asset Management As 0.03% Add +7.4% 125,154 $10.5M
Steward Partners Investment Advisory, LLC 0.08% Add +6.6% 124,664 $10.5M
Twin Tree Management, LP 0.26% Add +3.7% 123,713 $10.4M
Comerica Bank 0.04% Add +8.2% 122,274 $10.3M
Czech National Bank 0.08% Add +6.6% 121,972 $10.3M
Tompkins Financial Corp. 0.94% Reduce -2.9% 121,587 $10.2M
Badgley Phelps Wealth Managers, LLC 0.23% Add +5.5% 120,895 $10.2M
Edge Wealth Management LLC 1.94% Add +1.4% 119,809 $10.1M
Varma Mutual Pension Insurance Co 0.07% Add +0.7% 118,037 $9.9M
Investment Management Corp of Ontario 0.14% Reduce -36.6% 117,898 $9.9M
Sit Investment Associates Inc. 0.21% Add +5.4% 115,895 $9.8M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +2187.5% 114,375 $9.6M
DekaBank Deutsche Girozentrale 0.02% Reduce -1.7% 113,029 $9.4M
Illinois Municipal Retirement Fund 0.13% Reduce -23.4% 111,783 $9.4M
Forsta Ap-Fonden 0.06% Reduce -45.2% 111,000 $9.3M
Bank of Nova Scotia 0.02% Add +114.5% 110,563 $9.3M
Cerity Partners LLC 0.02% Add +0.4% 109,041 $9.2M
Daiichi Life Insurance Co., Ltd. 0.26% Reduce -27.8% 108,523 $9.1M
Quantinno Capital Management LP 0.04% Add +23.3% 107,740 $9.1M
Retirement Systems of Alabama 0.03% Add +0.0% 107,074 $9.0M
Public Sector Pension Investment Board 0.04% Reduce -22.9% 102,737 $8.6M
Ensign Peak Advisors, Inc 0.01% Reduce -19.1% 101,788 $8.6M
Oppenheimer & Co. Inc. 0.11% Reduce -14.6% 100,157 $8.4M
Berkley W R Corp. 0.52% New 99,400 $8.4M
MML Investors Services, LLC 0.02% Reduce -9.3% 98,556 $8.3M
Amalgamated Bank 0.06% Reduce -4.5% 97,643 $8.2M
Avantax Advisory Services, Inc. 0.04% Add +2.6% 94,720 $8.0M
Swiss Life Asset Management Ltd 0.05% Add +37.6% 93,612 $7.9M
Miller Howard Investments Inc. 0.24% Add +2.8% 90,477 $7.6M
ProShare Advisors LLC 0.01% Add +13.1% 88,658 $7.5M
CSM Advisors, LLC 0.22% Add +1.6% 88,609 $7.5M
Teacher Retirement System of Texas 0.03% Reduce -8.9% 87,368 $7.4M
Xponance LLC 0.06% Add +14.7% 85,748 $7.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.1% 88,216 $7.2M
Utah Retirement Systems 0.07% Reduce -0.6% 82,140 $6.9M
Private Advisor Group, LLC 0.04% Reduce -0.6% 82,021 $6.9M
Captrust Financial Advisors 0.02% Reduce -35.5% 81,129 $6.8M
Ilmarinen Mutual Pension Insurance Co 0.05% Add +9.5% 81,000 $6.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +3.2% 80,768 $6.8M
Opus Investment Management Inc. 4.50% No change 80,500 $6.8M
SG Americas Securities, LLC 0.03% Add +569.4% 79,312 $6.7M
Nisa Investment Advisors, LLC 0.03% Reduce -3.2% 79,269 $6.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -17.7% 78,451 $6.6M
Yousif Capital Management, LLC 0.07% Add +13.4% 77,945 $6.6M
First National Bank of Mount Dora, Trust Investment Services 1.46% Reduce -0.1% 76,889 $6.5M
New England Asset Management Inc. 1.05% Add +0.7% 76,773 $6.5M
Police & Firemen's Retirement System of New Jersey 0.06% Add +4.5% 75,716 $6.4M
Daiwa Securities Group Inc. 0.02% Reduce -0.3% 74,650 $6.3M
New York Life Investment Management LLC 0.06% Add +1.4% 74,521 $6.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.55% Reduce -1.5% 73,858 $6.2M
Vanguard Personalized Indexing Management, LLC 0.07% Add +22.6% 73,542 $6.2M
Apexium Financial, LP 0.32% Add +0.1% 72,077 $6.1M
Brookfield Corp 0.01% Reduce -11.2% 71,844 $6.0M
Sanctuary Advisors, LLC 0.04% Reduce -0.9% 71,310 $6.0M
US Bancorp \de 0.01% Reduce -0.3% 70,307 $5.9M
Hudson Bay Capital Management LP 0.04% New 69,540 $5.9M
Janney Montgomery Scott LLC 0.02% Add +2.5% 69,045 $5.8M
USS Investment Management Ltd 0.04% Add +53.3% 69,036 $5.8M
FIL Ltd 0.01% Add +2.2% 68,881 $5.8M
Capital Investment Counsel, LLC 0.87% Reduce -1.7% 66,826 $5.6M
Capital International, Inc. 0.05% Add +47.1% 66,148 $5.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +0.8% 66,079 $5.6M
Kayne Anderson Capital Advisors LP 0.13% Reduce -24.0% 65,709 $5.5M
Patton Albertson Miller Group, LLC 0.73% Add +3.8% 65,498 $5.5M
Meritage Portfolio Management 0.35% Reduce -0.9% 65,435 $5.5M
Candriam S.C.A. 0.03% Add +3.1% 65,284 $5.5M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -3.5% 64,894 $5.5M
Mackenzie Financial Corp. 0.01% Reduce -1.3% 64,711 $5.4M
Ausbil Investment Management Ltd 3.19% Reduce -25.1% 64,569 $5.4M
Cullen Investment Group, LTD. 0.76% Add +19.4% 64,320 $5.4M
Shelton Capital Management 0.12% Add +2176.6% 64,108 $5.4M
Public Employees Retirement Association of Colorado 0.02% Reduce -5.5% 63,498 $5.3M
KCM Investment Advisors LLC 0.18% Add +0.2% 63,298 $5.3M
Cibc World Markets Corp. 0.04% Add +4.5% 62,776 $5.3M
KBC Group NV 0.01% Reduce -4.7% 62,632 $5.3M
Bleakley Financial Group, LLC 0.13% Add +2.4% 62,163 $5.2M
Nissay Asset Management Corp. /Japan 0.03% Add +1.4% 62,058 $5.2M
Community Bank, N.A. 0.69% Reduce -2.8% 61,982 $5.2M
Pacer Advisors, Inc. 0.01% Add +96.4% 60,891 $5.1M
Northwest & Ethical Investments L.P. 0.12% Add +32.3% 59,128 $5.0M
Bokf, NA 0.08% Reduce -54.6% 59,076 $5.0M
Janus Henderson Group PLC 0.00% Reduce -3.6% 58,897 $5.0M
Metis Global Partners, LLC 0.13% Add +6.4% 58,748 $4.9M
World Investment Advisors 0.11% Add +7.3% 57,408 $4.8M
Traphagen Investment Advisors LLC 0.46% Reduce -1.5% 57,353 $4.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -43.2% 57,329 $4.8M
Mutual of America Capital Management LLC 0.05% Reduce -48.6% 57,216 $4.8M
NewEdge Advisors, LLC 0.02% Add +3.0% 56,838 $4.8M
Generali Asset Management SPA SGR 0.11% Add +10.7% 56,753 $4.8M
First PREMIER Bank 1.15% No change 56,477 $4.8M
State of Alaska, Department of Revenue 0.05% Reduce -4.2% 55,965 $4.7M
Vestcor Inc 0.14% Reduce -1.5% 55,850 $4.7M
FORA Capital, LLC 0.52% Reduce -11.8% 55,653 $4.7M
Pathstone Holdings, LLC 0.02% Reduce -29.8% 55,505 $4.7M
Howard Capital Management, LLC 0.07% Add +1.0% 54,612 $4.6M
O'shaughnessy Asset Management, LLC 0.03% Add +14.4% 54,150 $4.6M
Woodline Partners LP 0.02% Add +28.2% 53,976 $4.5M
Hantz Financial Services, Inc. 0.07% Reduce -4.1% 53,870 $4.5M
Rafferty Asset Management, LLC 0.01% Add +19.6% 53,627 $4.5M
Choreo, LLC 0.06% Reduce -0.1% 53,131 $4.5M
BLI - Banque de Luxembourg Investments 0.13% New 53,300 $4.5M
Cibc World Market Inc. 0.01% Reduce -55.3% 52,520 $4.4M
OP Asset Management Ltd 0.06% Add +1.2% 52,010 $4.4M
Lanark Financial, Inc. 0.35% Add +2.1% 50,256 $4.2M
Valley Wealth Managers, Inc. 0.30% Add +4.5% 50,085 $4.2M
Advisory Services Network, LLC 0.07% Add +9.6% 46,859 $4.2M
Equitable Holdings, Inc. 0.03% Add +14.9% 49,796 $4.2M
Dynamic Advisor Solutions LLC 0.13% Add +3.1% 49,637 $4.2M
&partners 0.03% Add +4.9% 48,734 $4.1M
CIBC Private Wealth Group LLC 0.01% Add +2.9% 48,270 $4.1M
Avanza Fonder AB 0.12% No change 47,536 $4.0M
QRG Capital Management, Inc. 0.03% Add +1.9% 47,320 $4.0M
Capital City Trust Co. 1.03% Add +1.8% 47,136 $4.0M
Oddo BHF Asset Management Sas 0.15% Reduce -6.6% 46,758 $3.9M
Rench Wealth Management, Inc. 1.24% Add +1.2% 46,479 $3.9M
DRW Securities, LLC 0.27% New 45,958 $3.9M
NEOS Investment Management LLC 0.05% Add +24.1% 45,944 $3.9M
Forvis Mazars Wealth Advisors, LLC 0.08% Reduce -1.4% 45,919 $3.9M
First American Bank 0.26% Add +4.6% 45,882 $3.9M
Martingale Asset Management L P 0.09% Reduce -69.0% 45,728 $3.8M
Hennion & Walsh Asset Management, Inc. 0.15% Add +2.1% 45,463 $3.8M
Kestra Advisory Services, LLC 0.02% Reduce -2.1% 45,355 $3.8M
Graham Capital Wealth Management, LLC 4.11% New 43,556 $3.7M
BTG Pactual Asset Management US LLC 0.49% New 43,278 $3.6M
Orion Porfolio Solutions, LLC 0.03% Reduce -8.3% 43,247 $3.6M
Oregon Public Employees Retirement Fund 0.06% Add +0.7% 43,103 $3.6M
UniSuper Management Pty Ltd 0.02% Reduce -1.6% 42,534 $3.6M
Natixis 0.02% Reduce -91.1% 42,477 $3.6M
Commerce Bank 0.02% Reduce -3.7% 42,313 $3.6M
Canada Post Corp Registered Pension Plan 0.21% New 42,251 $3.6M
Kestra Private Wealth Services, LLC 0.05% Add +8.8% 42,243 $3.6M
Robeco Institutional Asset Management B.V. 0.01% Reduce -11.6% 42,137 $3.5M
Guggenheim Capital LLC 0.03% Reduce -7.1% 41,939 $3.5M
STRS Ohio 0.01% Add +45.4% 41,711 $3.5M
Empire Financial Management Company, LLC 1.01% No change 41,416 $3.5M
Capital Fund Management S.A. 0.04% New 40,508 $3.4M
Gallo Partners, LP 2.22% New 40,401 $3.4M
Atria Investments, Inc 0.04% Reduce -25.7% 40,083 $3.4M
Trexquant Investment LP 0.04% New 39,996 $3.4M
John G Ullman & Associates Inc. 0.49% Reduce -0.1% 39,122 $3.3M
Teachers Retirement System of the State of Kentucky 0.03% Add +1.4% 39,029 $3.3M
Y-Intercept (Hong Kong) Ltd 0.08% Add +45.1% 38,382 $3.2M
Elo Mutual Pension Insurance Co 0.07% Reduce -22.0% 38,348 $3.2M
Pinnacle Associates Ltd. 0.05% Reduce -1.3% 38,009 $3.2M
Glenmede Investment Management, LP 0.02% — 38,003 $3.2M
Resolution Capital Ltd 0.06% Reduce -39.9% 37,206 $3.1M
Peddock Capital Advisors, LLC 0.72% Add +2.1% 37,075 $3.1M
Integrated Advisors Network LLC 0.14% Add +1356.2% 36,885 $3.1M
Harrell Investment Partners, LLC 0.78% Add +19.4% 36,671 $3.1M
Meridian Wealth Management, LLC 0.13% Add +1.6% 35,985 $3.0M
CHICAGO TRUST Co NA 0.43% Reduce -0.3% 35,951 $3.0M
Mizuho Securities USA LLC 0.06% — 34,482 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.5% 34,129 $2.9M
Fifth Third Bancorp 0.01% Reduce -5.4% 33,836 $2.8M
Sterling Capital Management LLC 0.04% Add +21.3% 33,718 $2.8M
M&T Bank Corp 0.01% Reduce -1.8% 33,517 $2.8M
Neumann Capital Management, LLC 0.88% No change 33,170 $2.8M
Baird Financial Group, Inc. 0.00% Reduce -5.0% 33,167 $2.8M
GF Fund Management Co. LTD. 0.06% Reduce -53.8% 32,646 $2.7M
JPL Wealth Management, LLC 0.74% Add +1.1% 32,636 $2.7M
Abn Amro Investment Solutions 0.05% Reduce -12.0% 32,195 $2.7M
Huntington National Bank 0.02% Reduce -8.1% 32,123 $2.7M
Shell Asset Management Co. 0.09% Add +5.5% 32,064 $2.7M
Kentucky Retirement Systems 0.08% Reduce -6.2% 31,952 $2.7M
Norinchukin Bank, The 0.04% Add +16.4% 31,901 $2.7M
St. Nicholas Private Asset Management, Inc. 2.48% No change 31,790 $2.7M
Ascent Group, LLC 0.10% Add +0.2% 31,759 $2.7M
Richard Bernstein Advisors LLC 0.07% New 31,660 $2.7M
New Age Alpha Advisors, LLC 0.12% Reduce -3.9% 31,549 $2.7M
Stephens Inc. 0.04% Reduce -8.0% 31,364 $2.6M
Great Lakes Retirement, Inc. 0.31% Add +3.9% 31,196 $2.6M
Arvest Bank Trust Division 0.15% Add +1.7% 30,724 $2.6M
Jain Global LLC 0.04% Add +385.7% 30,712 $2.6M
Wealthfront Advisers LLC 0.01% Reduce -2.9% 30,506 $2.6M
Hartford Investment Management Co. 0.08% Reduce -0.9% 30,109 $2.5M
Caliber Wealth Management, LLC / KS 0.27% Add +3.8% 29,977 $2.5M
Banque Cantonale Vaudoise 0.10% Reduce -20.9% 29,890 $2.5M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.15% No change 29,000 $2.4M
Old Second National Bank of Aurora 0.53% Reduce -2.3% 28,851 $2.4M
PFG Investments, LLC 0.14% Add +1.1% 28,685 $2.4M
iSAM Funds (UK) Ltd 0.53% New 28,646 $2.4M
Hancock Whitney Corp. 0.05% Reduce -2.5% 28,420 $2.4M
Legacy Private Trust Co. 0.15% Reduce -2.5% 28,020 $2.4M
Lionshead Wealth Management, LLC 2.18% Add +0.1% 28,000 $2.4M
Segall Bryant & Hamill, LLC 0.03% No change 28,000 $2.4M
Rockline Wealth Management, LLC 0.55% Add +1.3% 27,836 $2.3M
Key Client Fiduciary Advisors, LLC 0.96% Reduce -0.3% 27,816 $2.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -7.4% 27,777 $2.3M
Signature Wealth Management Partners, LLC 1.33% Add +266.5% 27,641 $2.3M
Voleon Capital Management LP 0.13% Add +74.1% 27,620 $2.3M
Intech Investment Management LLC 0.02% Add +17.2% 27,299 $2.3M
WealthShield Partners, LLC 0.28% Add +1.8% 27,177 $2.3M
Beacon Investment Advisory Services, Inc. 0.10% Reduce -0.1% 26,786 $2.3M
Dana Investment Advisors, Inc. 0.07% Reduce -0.9% 26,755 $2.3M
J.W. Cole Advisors, Inc. 0.05% Add +42.7% 26,470 $2.2M
Tiaa Trust, National Association 0.01% Reduce -12.8% 26,435 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -1.9% 26,300 $2.2M
Cadence Bank 0.15% Add +0.2% 26,162 $2.2M
Securian Asset Management, Inc. 0.06% Reduce -1.2% 25,977 $2.2M
Profund Advisors LLC 0.08% Add +30.3% 25,754 $2.2M
Wealth Management Associates, Inc. 0.84% Reduce -2.3% 25,685 $2.2M
Gulf International Bank (UK) Ltd 0.08% Reduce -10.2% 25,521 $2.1M
Advanced Asset Management Advisors Inc 0.58% No change 25,482 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% Add +1.2% 25,430 $2.1M
Focus Partners Wealth 0.00% Reduce -26.0% 25,401 $2.1M
Crossmark Global Holdings, Inc. 0.03% Reduce -3.6% 25,308 $2.1M
Bryn Mawr Trust Advisors, LLC 0.12% Reduce -0.3% 25,276 $2.1M
Groupama Asset Managment 0.04% Add +16.4% 25,450 $2.1M
Maryland State Retirement & Pension System 0.04% Add +4.1% 24,271 $2.0M
Patton Fund Management, Inc. 0.45% Reduce -41.4% 24,251 $2.0M
Itau Unibanco Holding S.A. 0.08% Add +3.8% 24,166 $2.0M
Sequoia Financial Advisors, LLC 0.01% Add +17.9% 24,072 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6.7% 23,806 $2.0M
Summit Trail Advisors, LLC 0.03% New 23,499 $2.0M
Raab & Moskowitz Asset Management LLC 0.47% Add +0.0% 23,409 $2.0M
New Mexico Educational Retirement Board 0.06% No change 23,299 $2.0M
Concentric Capital Strategies, LP 0.11% New 23,195 $2.0M
Court Place Advisors, LLC 0.61% Reduce -1.3% 23,185 $2.0M
Vident Advisory, LLC 0.02% Add +12.5% 23,092 $1.9M
Fulton Bank, N.A. 0.07% Reduce -8.0% 23,029 $1.9M
Beacon Pointe Advisors, LLC 0.02% Reduce -0.1% 22,881 $1.9M
Old Port Advisors 0.52% Reduce -2.8% 22,769 $1.9M
Kennedy Investment Group, Inc. 0.81% Reduce -0.7% 22,663 $1.9M
Tocqueville Asset Management L.P. 0.03% Reduce -23.4% 22,611 $1.9M
Arkadios Wealth Advisors 0.06% Add +0.0% 22,540 $1.9M
Phoenix Wealth Advisors 0.78% Reduce -0.7% 22,028 $1.9M
Jacobi Capital Management LLC 0.12% Add +3.4% 21,898 $1.8M
AG2R La Mondiale Gestion D'actifs 0.09% No change 21,749 $1.8M
Lido Advisors, LLC 0.01% Add +141.1% 21,737 $1.8M
Arvest Investments, Inc. 0.27% Reduce -2.0% 21,663 $1.8M
Kanawha Capital Management LLC 0.14% Reduce -1.8% 21,636 $1.8M
Tounjian Advisory Partners, LLC 0.35% Reduce -1.3% 22,066 $1.8M
Mission Wealth Management, LP 0.04% Reduce -1.2% 21,065 $1.8M
Tidal Investments LLC 0.01% Add +1.0% 20,656 $1.7M
Greenland Capital Management LP 0.23% Reduce -63.3% 20,577 $1.7M
Fox Hill Wealth Management 0.89% Add +5.6% 20,528 $1.7M
Wexford Capital LP 0.48% Add +225.8% 20,439 $1.7M
Glen Eagle Advisors, LLC 0.26% No change 20,333 $1.7M
Blair William & Co. 0.00% Reduce -20.6% 20,323 $1.7M
Confluence Wealth Services, Inc. 0.09% Add +0.9% 20,229 $1.7M
Berry Wealth Group, LP 1.18% Add +2.3% 20,104 $1.7M
Caption Management, LLC 0.16% New 20,100 $1.7M
Inspire Trust Co, N.A. 0.35% No change 20,000 $1.7M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +235.1% 19,906 $1.7M
Lombard Odier Asset Management (Switzerland) SA 0.08% Add +0.3% 19,869 $1.7M
Premier Fund Managers Ltd 0.06% Reduce -46.7% 20,000 $1.7M
CW Advisors, LLC 0.02% Reduce -49.7% 19,791 $1.7M
GAM Holding AG 0.12% Add +0.2% 19,490 $1.6M
CPC Advisors, LLC 0.20% Add +13.7% 19,294 $1.6M
Main Street Financial Solutions, LLC 0.12% Reduce -0.2% 19,282 $1.6M
Magnolia Capital Advisors LLC 0.40% Add +8.9% 19,055 $1.6M
River Wealth Advisors LLC 0.20% Add +354.1% 18,725 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -76.0% 18,673 $1.6M
Engineers Gate Manager LP 0.02% Add +2.2% 18,593 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Add +2.2% 18,501 $1.6M
South Dakota Investment Council 0.03% No change 18,494 $1.6M
Parisi Gray Wealth Management 0.44% Add +0.2% 18,060 $1.5M
Cwm, LLC 0.01% Add +7.5% 17,969 $1.5M
Alps Advisors Inc. 0.01% Add +37.9% 17,923 $1.5M
IFP Advisors, Inc 0.04% Reduce -2.0% 17,738 $1.5M
OMERS ADMINISTRATION Corp 0.01% No change 17,850 $1.5M
FRG Family Wealth Advisors LLC 0.26% No change 17,780 $1.5M
Empirical Finance, LLC 0.08% Add +0.7% 17,570 $1.5M
Ethic Inc. 0.03% Add +15.0% 17,578 $1.5M
HB Wealth Management, LLC 0.01% Reduce -6.6% 17,222 $1.4M
RMR Wealth Builders 0.13% Add +0.1% 17,022 $1.4M
Insight Advisors, LLC/ PA 0.23% Add +0.0% 17,011 $1.4M
Prestige Wealth Management Group LLC 0.29% Add +0.0% 16,855 $1.4M
Bailard, Inc. 0.03% Reduce -3.4% 16,566 $1.4M
Beck Mack & Oliver LLC 0.03% No change 16,400 $1.4M
Abner Herrman & Brock LLC 0.15% Reduce -3.2% 16,240 $1.4M
Pensionfund Sabic 0.39% Reduce -10.0% 16,200 $1.4M
Stonebrook Private Inc. 0.32% Add +3.5% 16,066 $1.4M
HRT Financial LP 0.01% New 15,992 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.5% 15,918 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.4% 15,779 $1.3M
Strategic Investment Advisors / MI 0.13% Reduce -6.3% 15,827 $1.3M
Apollon Wealth Management, LLC 0.03% Add +0.8% 15,621 $1.3M
Ostrum Asset Management 0.06% Reduce -28.3% 15,466 $1.3M
Prosperity Consulting Group, LLC 0.09% Reduce -1.3% 15,440 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 15,138 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -0.5% 15,097 $1.3M
Leisure Capital Management 0.47% Add +0.5% 14,906 $1.3M
Catalyst Funds Management Pty Ltd 0.35% New 14,860 $1.3M
Bank Ozk 0.48% Add +0.5% 14,819 $1.2M
Callan Family Office, LLC 0.04% Add +119.2% 14,723 $1.2M
Herold Advisors, Inc. 0.26% No change 14,715 $1.2M
Sara-Bay Financial 0.44% Reduce -5.6% 14,601 $1.2M
Allworth Financial LP 0.01% Add +24.9% 14,599 $1.2M
Tilson Financial Group, Inc. 0.46% Add +0.0% 14,511 $1.2M
Horizon Investments, LLC 0.02% Add +55.1% 14,508 $1.2M
Concurrent Investment Advisors, LLC 0.02% Reduce -1.4% 14,460 $1.2M
River Street Advisors LLC 0.52% Reduce -0.9% 14,328 $1.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.38% Reduce -2.0% 14,331 $1.2M
Belpointe Asset Management LLC 0.05% Add +385.3% 14,196 $1.2M
Spirit of America Management Corp. 0.25% Add +9.3% 14,150 $1.2M
Hilltop National Bank 0.31% — 14,012 $1.2M
Cordgrass Capital Advisors, LLC 0.32% Add +1.1% 13,908 $1.2M
Merit Financial Group, LLC 0.01% Add +1.9% 13,906 $1.2M
Meeder Advisory Services, Inc. 0.06% Add +9.3% 13,883 $1.2M
Nvwm, LLC 0.28% Add +0.7% 13,800 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -34.0% 13,795 $1.2M
Premier Path Wealth Partners, LLC 0.16% Reduce -5.9% 13,666 $1.2M
Sound View Wealth Advisors Group, LLC 0.08% Reduce -2.8% 13,576 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -6.5% 13,561 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +0.7% 13,293 $1.1M
CI Investments Inc. 0.00% Add +21.6% 13,142 $1.1M
Atria Wealth Solutions, Inc. 0.02% Reduce -6.0% 13,170 $1.1M
Brown Advisory Inc. 0.00% Reduce -2.7% 12,938 $1.1M
CFS Investment Advisory Services, LLC 0.09% Add +0.8% 12,922 $1.1M
Haverford Trust Co 0.01% Add +1.6% 12,910 $1.1M
Bowman & Co S.C. 0.48% Add +4.7% 12,784 $1.1M
Jump Financial, LLC 0.01% Add +70.4% 12,706 $1.1M
Cerro Pacific Wealth Advisors LLC 0.30% Add +3.5% 12,678 $1.1M
Level Four Advisory Services, LLC 0.04% Add +4.0% 12,579 $1.1M
MRA Advisory Group 0.49% No change 12,518 $1.1M
UMB Bank, n.a. 0.02% Add +1.1% 12,363 $1.0M
EPG Wealth Management LLC 0.31% Add +0.9% 12,201 $1.0M
Cornerstone Planning Group LLC 0.21% Reduce -0.8% 11,643 $1.0M
Little House Capital LLC 0.25% Add +3.5% 12,083 $1.0M
Advisors Capital Management, LLC 0.01% Reduce -2.9% 12,046 $1.0M
Schorn Wealth LLC 0.34% No change 12,042 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -14.3% 12,024 $1.0M
Empowered Funds, LLC 0.01% Add +17.8% 11,899 $1.0M
Modera Wealth Management, LLC 0.01% Add +0.0% 11,859 $998K
Citizens Financial Group Inc. 0.02% Add +250.0% 11,832 $996K
Private Wealth Asset Management, LLC 0.13% Reduce -0.1% 11,710 $986K
Brevan Howard Capital Management LP 0.01% New 11,691 $984K
Fisher Asset Management 0.00% Reduce -36.9% 11,633 $979K
Sagespring Wealth Partners, LLC 0.02% Add +6.5% 11,506 $969K
Elevated Capital Advisors, LLC 0.27% No change 11,760 $968K
Commerzbank Aktiengesellschaft 0.02% Add +7.1% 11,464 $966K
Blue Trust, Inc. 0.01% Add +2.8% 11,461 $965K
Fortis Capital Advisors, LLC 0.17% New 11,371 $957K
NorthCoast Asset Management LLC 0.00% Add +1.5% 11,329 $954K
Bourne Lent Asset Management Inc. 0.36% No change 11,072 $932K
Mufg Securities Americas Inc. 0.08% Add +25.4% 11,059 $931K
Laird Norton Wetherby Wealth Management, LLC 0.04% — 10,996 $926K
SPC Financial, Inc. 0.08% Add +0.6% 10,978 $924K
Savant Capital, LLC 0.01% Add +7.0% 10,960 $923K
Copperwynd Financial, LLC 0.23% Add +0.7% 10,955 $922K
IVC Wealth Advisors LLC 0.45% Reduce -0.4% 10,851 $913K
Trivium Point Advisory, LLC 0.10% Reduce -7.5% 10,823 $911K
Wealth Quarterback LLC 0.43% Add +1.9% 10,727 $903K
Peterson Wealth Services 0.25% Add +4.5% 10,705 $901K
Jones Financial Companies LLLP 0.00% Add +24.1% 10,759 $899K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -11.6% 10,614 $893K
Ibex Wealth Advisors 0.09% Add +0.2% 10,521 $886K
Personal Cfo Solutions, LLC 0.16% Add +1.3% 10,451 $880K
Fortis Group Advisors, LLC 0.16% Reduce -9.7% 9,929 $875K
Johnson Investment Counsel Inc. 0.01% Reduce -2.2% 10,369 $873K
Princeton Global Asset Management LLC 0.16% Reduce -25.8% 10,369 $873K
Cornell Pochily Investment Advisors, Inc. 0.28% Add +0.2% 10,329 $869K
Independent Advisor Alliance 0.02% Reduce -3.6% 10,215 $860K
Sovereign Financial Group, Inc. 0.17% Reduce -4.3% 10,040 $845K
Mariner Investment Group LLC 0.31% New 10,000 $842K
NJ State Employees Deferred Compensation Plan 0.10% No change 10,000 $842K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.5% 9,981 $840K
Coldstream Capital Management Inc. 0.01% Add +5.6% 9,920 $835K
Tower Research Capital LLC (TRC) 0.02% Reduce -69.5% 9,902 $834K
Bessemer Group Inc. 0.00% Reduce -15.2% 9,826 $827K
Ascentis Independent Advisors 0.15% Add +3.7% 9,775 $823K
First Manhattan Co. Llc. 0.00% Reduce -5.0% 9,690 $816K
Clarity Wealth Advisors, LLC 0.20% Add +0.8% 9,647 $812K
Woodmont Investment Counsel LLC 0.05% Reduce -3.6% 9,629 $811K
HBK Sorce Advisory LLC 0.02% Reduce -1.3% 9,610 $809K
Greenleaf Trust 0.01% Reduce -19.1% 9,587 $807K
Achmea Investment Management B.V. 0.01% No change 9,563 $805K
MAI Capital Management 0.01% Add +12.3% 9,544 $803K
HighPoint Advisor Group LLC 0.04% Reduce -0.0% 9,492 $799K
Wilmington Savings Fund Society, FSB 0.01% Reduce -8.4% 9,400 $791K
Coastal Bridge Advisors, LLC 0.07% New 9,344 $787K
Crews Bank & Trust 0.12% No change 9,321 $785K
Smallwood Wealth Investment Management, LLC 0.45% Add +0.8% 9,308 $784K
Alamea Verwaltungs GmbH 0.59% Add +23.3% 9,282 $781K
Wesbanco Bank Inc. 0.02% Add +5.6% 9,272 $781K
RTD Financial Advisors, Inc. 0.10% No change 9,230 $777K
Keybank National Association 0.00% Add +19.2% 9,184 $773K
Panagora Asset Management Inc. 0.00% Reduce -27.2% 9,177 $773K
Merrion Investment Management Co, LLC 0.50% Reduce -11.2% 9,150 $770K
Columbia Bank 0.23% Add +22.1% 9,437 $770K
Blueshift Asset Management, LLC 0.23% Add +149.8% 9,052 $762K
Cornerstone Advisors, LLC 0.03% No change 9,000 $758K
Cullen Capital Management, LLC 0.01% No change 8,999 $758K
LVW Advisors, LLC 0.08% Add +6.0% 8,943 $753K
Great Valley Advisor Group, Inc. 0.02% Reduce -14.8% 8,945 $753K
Symphony Financial, Ltd. Co. 0.10% Add +68.7% 9,484 $744K
Volterra Technologies LP 1.00% — 8,798 $741K
Quadrant Capital Group LLC 0.03% Add +9.0% 8,736 $735K
Atticus Wealth Management, LLC 0.20% Add +100.5% 8,727 $735K
Tectonic Advisors LLC 0.04% Add +7.2% 8,684 $731K
Prospera Financial Services Inc 0.01% Add +0.6% 8,673 $730K
My Legacy Advisors, LLC 0.26% Add +2.3% 8,879 $729K
Brown Brothers Harriman & Co. 0.00% Add +16.8% 8,578 $722K
Aptus Capital Advisors, LLC 0.01% Reduce -0.2% 8,563 $721K
Probity Advisors, Inc. 0.12% Reduce -33.6% 8,405 $708K
Armstrong Advisory Group, Inc. 0.05% Reduce -15.4% 8,305 $699K
Advisors Asset Management, Inc. 0.01% Reduce -19.1% 8,243 $694K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -4.1% 8,241 $694K
Silvercrest Asset Management Group LLC 0.00% Add +0.3% 8,134 $685K
Arete Wealth Advisors, LLC 0.05% Add +6.4% 8,104 $682K
NorthCrest Asset Manangement, LLC 0.02% Reduce -7.5% 8,371 $679K
Bradley Foster & Sargent Inc. 0.01% No change 8,001 $674K
Enhancing Capital LLC 0.51% No change 8,000 $673K
Mainstay Capital Management LLC 0.03% Add +99.7% 7,960 $670K
IHT Wealth Management, LLC 0.02% Add +2.2% 7,958 $670K
Haven Capital Group, Inc. 0.59% New 7,890 $664K
Checchi Capital Advisers, LLC 0.05% Add +3.0% 7,856 $661K
LRI Investments, LLC 0.06% Add +9.7% 7,835 $660K
Alteri Wealth LLC 0.26% Add +19.9% 7,834 $659K
FineMark National Bank & Trust 0.02% Reduce -0.2% 7,821 $658K
Brighton Jones LLC 0.02% Add +1.9% 7,813 $658K
GTS Securities LLC 0.03% Reduce -50.6% 7,812 $658K
Brookstone Capital Management 0.01% Reduce -1.1% 7,782 $655K
Signaturefd, LLC 0.01% Add +4.0% 7,767 $654K
Vise Technologies, Inc. 0.03% — 7,754 $653K
Financial Advisory Partners, LLC 0.20% Reduce -5.2% 7,729 $651K
GAMMA Investing LLC 0.04% Add +8.0% 7,698 $648K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -47.6% 7,689 $647K
Perigon Wealth Management, LLC 0.02% Add +2.9% 7,683 $647K
Florida Financial Advisors, LLC 0.16% Add +23.2% 7,632 $642K
Balyasny Asset Management L.P. 0.00% Reduce -13.5% 7,550 $636K
M&G PLC 0.00% Reduce -58.5% 7,547 $634K
AlphaQuest LLC 0.06% Reduce -28.9% 7,528 $634K
Mgo One Seven LLC 0.02% Add +6.6% 7,390 $622K
Able Wealth Management LLC 0.31% Add +0.5% 7,469 $620K
NorthStar Asset Management LLC 0.33% Add +0.7% 7,355 $619K
Breakwater Capital Group 0.10% Add +0.6% 7,343 $618K
First American Trust, FSB 0.05% Reduce -0.5% 7,239 $609K
Gilbert & Cook, Inc. 0.08% Add +2.1% 7,169 $603K
Prime Capital Investment Advisors, LLC 0.01% Reduce -12.1% 7,089 $597K
Siemens Fonds Invest GmbH 0.04% Add +22.2% 7,087 $597K
Aviso Financial Inc. 0.03% Reduce -2.0% 7,074 $595K
Entropy Technologies, LP 0.05% New 7,061 $594K
Fiduciary Trust Co 0.01% Reduce -4.5% 7,045 $593K
Calton & Associates, Inc. 0.10% Reduce -8.5% 7,039 $593K
Ossiam 0.01% Add +5.1% 7,023 $591K
EP Wealth Advisors, LLC 0.00% Add +50.7% 7,009 $590K
Parallax Volatility Advisers, L.P. 0.03% New 6,984 $588K
Kenora Financial, LLC 0.22% Add +29.4% 6,980 $588K
Twin Capital Management Inc. 0.06% Reduce -2.4% 6,948 $585K
Flow Traders U.S. LLC 0.02% New 6,907 $581K
Chemistry Wealth Management LLC 0.12% New 6,881 $579K
Golden State Wealth Management, LLC 0.07% No change 6,870 $578K
Clarius Group, LLC 0.03% Reduce -26.3% 6,795 $572K
Cutler Investment Counsel LLC 0.06% No change 6,768 $570K
Center For Asset Management LLC 0.35% Reduce -1.7% 6,706 $567K
Sax Wealth Advisors, LLC 0.03% Add +7.8% 6,722 $566K
Mendel Money Management 0.25% Reduce -0.4% 6,685 $563K
Csenge Advisory Group 0.03% Reduce -6.1% 6,891 $558K
Wealthcare Advisory Partners LLC 0.01% Add +2.2% 6,625 $558K
Paragon Private Wealth Management, LLC 0.22% Add +30.6% 6,620 $557K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -2.0% 6,589 $554K
Frank, Rimerman Advisors LLC 0.04% Reduce -1.7% 6,570 $553K
Caldwell Trust Co 0.06% Reduce -1.1% 6,561 $552K
SeaCrest Wealth Management, LLC 0.06% Reduce -0.8% 6,558 $552K
Essex Financial Services, Inc. 0.04% Add +7.8% 6,510 $548K
Summit Financial, LLC 0.01% Add +5.2% 6,487 $546K
McGlone Suttner Wealth Management, Inc. 0.08% Add +7.4% 6,475 $545K
Dividend Assets Capital, LLC 0.10% No change 6,420 $540K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -68.8% 6,403 $539K
Lazard Asset Management LLC 0.00% Add +101.5% 6,411 $539K
Howard Wealth Management, LLC 0.27% No change 6,274 $528K
1620 Investment Advisors, Inc. 0.38% Add +2.4% 6,264 $527K
Brian Low Financial Group, LLC 0.49% — 6,237 $525K
Kingsview Wealth Management, LLC 0.01% Reduce -7.7% 6,212 $523K
Meiji Yasuda Life Insurance Co 0.02% Reduce -43.6% 6,208 $523K
Masso Torrence Wealth Management Inc. 0.24% Add +3.0% 6,191 $521K
Chicago Partners Investment Group LLC 0.01% Reduce -0.7% 6,010 $521K
D.A. Davidson & Co. 0.00% Reduce -2.4% 6,146 $517K
Graham Capital Management, L.P. 0.02% New 6,139 $517K
Sumitomo Life Insurance Co. 0.04% Reduce -5.8% 6,137 $517K
Syon Capital LLC 0.03% Add +11.3% 6,116 $515K
Wedmont Private Capital 0.02% Add +5.1% 6,291 $513K
Federated Hermes, Inc. 0.00% Reduce -5.1% 6,081 $512K
Shufro Rose & Co. LLC 0.04% No change 6,188 $509K
Advisory Alpha, LLC 0.02% Add +28.1% 6,031 $508K
Accurate Wealth Management, LLC 0.08% Add +3.5% 6,164 $506K
Liberty Wealth Management LLC 0.08% New 6,014 $506K
Brandywine Oak Private Wealth LLC 0.05% Reduce -6.3% 6,000 $505K
St Germain D J Co. Inc. 0.02% Add +29.6% 5,995 $505K
Diversified Trust Co. 0.01% Reduce -0.1% 5,973 $503K
Heritage Wealth Management, Inc. 0.16% Add +4.0% 5,927 $499K
Erste Asset Management GmbH 0.00% Add +0.0% 5,971 $499K
Newman Dignan & Sheerar, Inc. 0.11% Reduce -4.0% 5,915 $498K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +22.1% 5,902 $497K
Simplicity Wealth,LLC 0.02% New 5,884 $495K
CreativeOne Wealth, LLC 0.01% Add +6.6% 5,881 $495K
Hudock, Inc. 0.08% Add +4.5% 5,844 $492K
Wealth Alliance, LLC 0.05% Reduce -2.1% 5,837 $491K
SageView Advisory Group, LLC 0.02% Reduce -3.4% 5,639 $490K
Woodward Diversified Capital, LLC 0.25% Add +80.9% 5,768 $486K
Farther Finance Advisors, LLC 0.01% Reduce -3.9% 5,746 $484K
Fiduciary Group, LLC 0.05% No change 5,730 $482K
Snowden Capital Advisors LLC 0.01% Add +17.3% 5,705 $480K
Palumbo Wealth Management LLC 0.15% Add +3.3% 5,675 $478K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -2.1% 5,667 $477K
Aurora Private Wealth, Inc. 0.35% Reduce -33.3% 5,660 $476K
PCG Asset Management, LLC 0.41% Reduce -2.6% 5,640 $475K
Northstar Group, Inc. 0.08% Reduce -7.6% 5,612 $472K
Keystone Financial Planning, Inc. 0.14% Reduce -0.9% 5,533 $466K
Riverview Trust Co 0.58% No change 5,515 $464K
Quaero Capital S.A. 1.45% New 5,475 $461K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.5% 5,430 $457K
Baker Avenue Asset Management, LP 0.01% Reduce -2.0% 5,421 $456K
Oxford Financial Group, LTD. LLC 0.03% Reduce -1.8% 5,405 $455K
Integrity Alliance, Llc. 0.02% Reduce -42.6% 5,399 $454K
V-Square Quantitative Management LLC 0.06% Reduce -14.4% 5,385 $453K
Argyle Capital Management, LLC 0.16% Add +18.8% 5,375 $452K
LSP Investment Advisors, LLC 0.32% No change 5,350 $450K
Redwood Wealth Management Group, LLC 0.20% Reduce -1.8% 5,334 $449K
Los Angeles Capital Management LLC 0.00% Reduce -96.3% 5,330 $449K
Element Wealth, LLC 0.21% No change 5,305 $447K
Capital Investment Advisors, LLC 0.01% Add +103.1% 5,286 $445K
Leavell Investment Management, Inc. 0.02% Reduce -23.0% 5,277 $444K
Courier Capital LLC 0.03% Reduce -0.0% 5,257 $443K
Stock Yards Bank & Trust Co. 0.01% No change 5,238 $441K
Triad Wealth Partners, LLC 0.09% Add +12.5% 5,207 $438K
Apella Capital, LLC 0.01% Reduce -2.5% 5,283 $435K
Principal Securities, Inc. 0.01% Reduce -14.3% 5,159 $434K
Massachusetts Wealth Management 0.24% Add +2.5% 5,125 $431K
Prasad Wealth Partners, LLC 0.13% New 5,103 $430K
McRae Capital Management Inc. 0.09% Reduce -0.6% 5,101 $429K
Exencial Wealth Advisors, LLC 0.01% Reduce -8.2% 5,067 $427K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 5,043 $425K
Centennial Wealth Advisory LLC 0.13% Reduce -44.9% 5,040 $424K
Keyes, Stange & Wooten Wealth Management, LLC 0.22% Reduce -1.3% 5,021 $423K
Gilliland Jeter Wealth Management LLC 0.14% No change 5,001 $421K
Flaharty Asset Management, LLC 0.06% Add +0.1% 4,999 $421K
International Assets Investment Management, LLC 0.03% Reduce -3.9% 4,994 $420K
Northstar Advisory Group, LLC 0.20% Add +0.0% 4,985 $420K
Center for Financial Planning, Inc. 0.05% Add +6.1% 4,982 $419K
PDS Planning, Inc 0.03% Add +3.9% 4,980 $419K
Beacon Bank & Trust 0.10% Reduce -4.1% 4,946 $416K
Smithfield Trust Co 0.02% Add +8.1% 4,932 $416K
Regions Financial Corp. 0.00% Reduce -1.9% 4,929 $415K
Ironwood Investment Counsel, LLC 0.06% Add +5.2% 4,901 $413K
Altshuler Shaham Ltd 0.01% Add +14.9% 4,900 $412K
D.B. Root & Company, LLC 0.12% Add +0.7% 4,890 $412K
Smartleaf Asset Management LLC 0.04% Add +37.3% 4,921 $411K
Crestwood Advisors Group, LLC 0.01% Add +11.6% 4,877 $411K
Cigna Investments Inc. 0.07% Reduce -2.4% 4,871 $410K
Moneta Group Investment Advisors LLC 0.00% Add +33.6% 4,855 $409K
Diversify Advisory Services, LLC 0.02% Add +23.2% 4,643 $408K
Waverly Advisors, LLC 0.00% Add +2.1% 4,827 $406K
Graypoint LLC 0.02% Add +8.5% 4,821 $406K
Fulcrum Capital LLC 0.09% No change 4,809 $405K
Bridgefront Capital, LLC 0.11% New 4,792 $403K
Transcend Capital Advisors, LLC 0.03% Reduce -57.4% 4,791 $403K
Segment Wealth Management, LLC 0.03% Add +34.2% 4,744 $399K
Cannon Financial Strategists, Inc. 0.06% No change 4,720 $397K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.0% 4,710 $396K
Eastern Bank 0.01% No change 4,705 $396K
WealthPLAN Partners, LLC 0.06% No change 4,671 $393K
NBT Bank, N.A. 0.03% No change 4,666 $393K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +23.1% 4,617 $389K
Prossimo Advisors, LLC 0.31% Reduce -5.9% 4,609 $388K
FourThought Financial Partners, LLC 0.04% Add +0.4% 4,606 $388K
NewEdge Wealth, LLC 0.01% Add +6.5% 4,431 $388K
US Asset Management LLC 0.34% Reduce -0.6% 4,602 $387K
Ransom Advisory, Ltd 0.18% Reduce -6.1% 4,600 $387K
Intrua Financial, LLC 0.06% Add +2.2% 4,595 $387K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.7% 4,580 $386K
Baader Bank Aktiengesellschaft 0.03% Add +51.6% 4,565 $384K
Duncker Streett & Co. Inc. 0.07% No change 4,553 $383K
Flagship Harbor Advisors, LLC 0.02% Add +0.8% 4,502 $379K
Crawford Investment Counsel Inc. 0.01% No change 4,480 $377K
First National Bank & Trust Co. of Newtown 0.08% No change 4,472 $376K
EagleClaw Capital Managment, LLC 0.06% Reduce -7.3% 4,450 $375K
Empirical Asset Management, LLC 0.12% Reduce -4.7% 4,433 $373K
Trust Point Inc. 0.03% Reduce -5.9% 4,403 $371K
Groupe la Francaise 0.01% Reduce -93.1% 4,403 $370K
Roundview Capital LLC 0.02% Reduce -0.1% 4,395 $370K
Sowell Financial Services LLC 0.02% Add +21.2% 4,391 $370K
Capital Planning Advisors, LLC 0.05% Reduce -0.0% 4,380 $369K
Whittier Trust Co. 0.00% No change 4,303 $362K
Neville Rodie & Shaw Inc. 0.03% No change 4,284 $361K
Becker Capital Management Inc. 0.01% No change 4,282 $360K
Ignite Planners, LLC 0.06% Reduce -0.9% 4,256 $359K
Welch & Forbes LLC 0.00% No change 4,250 $358K
Brooklyn Investment Group 0.05% Add +54.4% 4,241 $357K
Legacy Financial Advisors, Inc. 0.06% Add +4.8% 4,233 $356K
Geneos Wealth Management Inc. 0.01% Reduce -3.9% 4,207 $354K
NFSG Corp 0.06% Reduce -63.6% 4,187 $352K
Midwest Trust Co 0.00% — 4,181 $352K
Avior Wealth Management, LLC 0.01% Add +0.3% 4,177 $352K
Trust Co. of Vermont 0.02% Reduce -16.9% 4,160 $350K
Allegheny Financial Group 0.08% Add +0.3% 4,155 $350K
CRA Financial Services, LLC 0.05% Reduce -0.9% 4,150 $349K
Mill Creek Capital Advisors, LLC 0.01% No change 4,131 $348K
Select Asset Management & Trust 0.12% No change 4,103 $345K
Ameritas Advisory Services, LLC 0.02% Reduce -11.1% 4,097 $345K
Qtron Investments LLC 0.04% New 4,089 $344K
Townsquare Capital LLC 0.03% Reduce -68.0% 4,054 $341K
Quaker Wealth Management, LLC 0.11% — 4,027 $339K
Mather Group, Llc. 0.00% Add +11.2% 4,008 $337K
National Wealth Management Group, LLC 0.19% Reduce -9.9% 4,005 $337K
Mark Sheptoff Financial Planning, LLC 0.18% No change 4,000 $337K
Headlands Technologies LLC 0.04% Add +939.0% 4,000 $337K
Howe & Rusling Inc. 0.02% Reduce -27.5% 4,000 $337K
Luken Investment Analytics, LLC 0.15% No change 3,989 $336K
Vontobel Holding Ltd. 0.00% Reduce -0.7% 3,974 $335K
Invera Wealth Advisors, LLC 0.22% Reduce -0.7% 3,967 $334K
Exchange Traded Concepts, LLC 0.00% Reduce -0.3% 3,967 $334K
Hazlett, Burt & Watson, Inc. 0.14% No change 3,945 $332K
Mutual Advisors, LLC 0.01% New 3,764 $330K
Avantax Planning Partners, Inc. 0.01% Reduce -2.1% 3,892 $328K
Wedbush Securities Inc. 0.01% Reduce -49.0% 3,882 $327K
LBP Am SA 0.00% Add +23.9% 3,868 $326K
Revolve Wealth Partners, LLC 0.04% Add +21.9% 3,843 $323K
Allianz SE 0.01% No change 3,830 $322K
RiverFront Investment Group, LLC 0.01% No change 3,822 $322K
Ashton Thomas Private Wealth, LLC 0.01% Add +10.4% 3,821 $322K
Cassaday & Co Wealth Management LLC 0.01% No change 3,786 $319K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 3,775 $318K
Retirement Planning Group, LLC 0.01% Add +1.0% 3,775 $318K
Ingalls & Snyder LLC 0.01% Reduce -6.2% 3,771 $317K
Global Retirement Partners, LLC 0.01% — 3,747 $315K
Mystic Asset Management, Inc. 0.08% Reduce -2.6% 3,744 $315K
Valeo Financial Advisors, LLC 0.01% New 3,737 $315K
Rwa Wealth Partners, LLC 0.00% Add +5.2% 3,725 $314K
Truvestments Capital LLC 0.06% Reduce -7.2% 3,705 $312K
AlTi Global, Inc. 0.01% Add +1.5% 3,708 $312K
Summit Investment Advisory Services, LLC 0.14% Reduce -2.0% 3,701 $312K
Two Sigma Advisers, LP 0.00% Reduce -97.5% 3,700 $311K
Raleigh Capital Management Inc. 0.13% Reduce -5.7% 3,691 $311K
Pitcairn Co. 0.02% Reduce -15.3% 3,688 $310K
Mitchell & Pahl Private Wealth, LLC 0.14% Reduce -3.0% 3,655 $308K
Sage Mountain Advisors LLC 0.02% New 3,654 $308K
Towercrest Capital Management 0.05% No change 3,652 $307K
Single Point Partners, LLC 0.07% No change 3,645 $307K
HM Payson & Co. 0.00% No change 3,635 $306K
Private Trust Co. NA 0.03% Add +1.6% 3,627 $305K
Everett Harris & Co. 0.00% Reduce -10.7% 3,625 $305K
Kahn Brothers Group Inc. 0.06% Reduce -17.1% 3,624 $305K
Ledyard National Bank 0.03% Add +8.9% 3,614 $304K
Foster & Motley Inc. 0.02% No change 3,607 $304K
Sterling Investment Counsel, LLC 0.18% Reduce -7.4% 3,609 $304K
Nebula Research & Development LLC 0.03% New 3,602 $303K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -63.5% 3,601 $303K
Perpetual Ltd 0.00% No change 3,600 $303K
FORM Wealth Advisors, LLC 0.04% Add +4.8% 3,590 $302K
Chesapeake Wealth Management 0.10% No change 3,547 $299K
High Falls Advisors, Inc 0.07% Add +0.5% 3,544 $298K
NorthRock Partners, LLC 0.01% Add +24.1% 3,533 $297K
Rexford Capital Inc. 0.25% — 3,523 $297K
Stanley-Laman Group, Ltd. 0.04% Add +17.0% 3,522 $296K
NCM Capital Management, LLC 0.12% No change 3,512 $296K
Conning Inc. 0.01% Reduce -3.5% 3,510 $295K
Saxon Interests, Inc. 0.14% No change 3,589 $295K
WFA of San Diego, LLC 0.22% — 3,500 $295K
Spire Wealth Management 0.01% Reduce -38.6% 3,469 $292K
Continuum Advisory, LLC 0.04% Reduce -3.6% 3,469 $292K
EntryPoint Capital, LLC 0.14% New 3,426 $288K
Ausdal Financial Partners, Inc. 0.02% Reduce -5.6% 3,420 $288K
Forte Capital LLC 0.03% No change 3,407 $287K
Ballentine Partners, LLC 0.00% Add +15.3% 3,406 $287K
FLC Capital Advisors 0.06% No change 3,400 $286K
Pegasus Asset Management, Inc. 0.10% Add +14.8% 3,387 $285K
Compass Financial Group, INC 0.05% Add +0.4% 3,382 $285K
Guyasuta Investment Advisors Inc. 0.02% Add +1.2% 3,379 $284K
Rosenberg Matthew Hamilton 0.07% Add +31.4% 3,367 $283K
Philadelphia Trust Co. 0.02% No change 3,366 $283K
Austin Private Wealth, LLC 0.02% Add +8.0% 3,343 $281K
Sterling Financial Planning, Inc. 0.09% Reduce -3.1% 3,331 $280K
HCR Wealth Advisors 0.03% Reduce -13.1% 3,323 $280K
Cresset Asset Management, LLC 0.00% Reduce -12.0% 3,318 $279K
SVB Wealth LLC 0.01% New 3,309 $279K
CX Institutional 0.01% Add +18.7% 3,297 $278K
Williams Jones Wealth Management, LLC. 0.00% Reduce -1.1% 3,295 $277K
Severin Investments, LLC 0.26% Reduce -11.7% 3,277 $276K
Carret Asset Management, LLC 0.03% No change 3,272 $275K
Moneco Advisors, LLC 0.03% Add +4.0% 3,269 $275K
Alliance Wealth Management Group 0.07% No change 3,252 $274K
Innova Wealth Partners 0.16% Reduce -7.1% 3,250 $274K
International Private Wealth Advisors LLC 0.23% Reduce -49.1% 3,250 $274K
Wealthspire Advisors, LLC 0.00% Add +8.9% 3,249 $274K
Walled Lake Planning & Wealth Management, LLC 0.09% Reduce -49.0% 3,246 $273K
Magnus Financial Group LLC 0.02% Add +0.5% 3,240 $273K
Ruggaard & Associates LLC 0.11% No change 3,233 $272K
Benjamin Edwards Inc. 0.00% Add +4.3% 3,231 $272K
Vestmark Advisory Solutions, Inc. 0.00% New 3,202 $270K
GC Wealth Management RIA, LLC 0.02% New 3,201 $269K
Eagle Wealth Strategies LLC 0.15% Add +1.1% 3,196 $269K
Parallel Advisors, LLC 0.01% Add +5.6% 3,185 $268K
Grove Bank & Trust 0.03% Add +1.3% 3,183 $268K
Values First Advisors, Inc. 0.15% Reduce -3.4% 3,179 $268K
First Western Trust Bank 0.01% No change 3,165 $266K
Monument Group Wealth Advisors, LLC 0.17% Add +0.4% 3,164 $266K
Kelly Financial Services LLC 0.08% No change 3,163 $266K
UNIVEST FINANCIAL Corp 0.02% No change 3,163 $266K
Edge Financial Advisors LLC 0.14% Add +0.3% 3,158 $266K
Trustmark Bank Trust Department 0.02% Reduce -13.2% 3,152 $265K
RNC Capital Management LLC 0.01% No change 3,137 $264K
SlateStone Wealth, LLC 0.02% No change 3,135 $264K
Evergreen Capital Management LLC 0.01% Reduce -6.7% 3,123 $263K
MBB Public Markets I LLC 0.03% Reduce -18.5% 3,110 $262K
Stewardship Advisors, LLC 0.07% Reduce -0.2% 3,109 $262K
BLB&B Advisors, LLC 0.01% Reduce -1.6% 3,106 $261K
one8zero8, LLC 0.06% No change 3,100 $261K
Onyx Bridge Wealth Group LLC 0.03% New 3,093 $260K
EverSource Wealth Advisors, LLC 0.01% Reduce -2.5% 3,091 $260K
Carnegie Lake Advisors LLC 0.10% No change 3,086 $260K
First Citizens Bank & Trust Co. 0.00% Reduce -2.8% 3,043 $256K
Fortem Financial Group, LLC 0.08% Reduce -55.0% 3,043 $256K
Bull Street Advisors, LLC 0.12% No change 3,036 $256K
West Bancorporation Inc. 0.16% No change 3,039 $256K
Private Wealth Management Group, LLC 0.08% Reduce -31.3% 3,035 $256K
SOL Capital Management CO 0.02% No change 3,000 $253K
Kingswood Wealth Advisors, LLC 0.02% Reduce -39.4% 3,004 $253K
Webster Bank, N. A. 0.03% No change 3,000 $253K
Thoma Capital Management LLC 0.16% No change 2,997 $252K
Atlantic Union Bankshares Corp 0.01% New 2,966 $250K
IFG Advisory, LLC 0.01% New 2,923 $246K
Wealth Alliance Advisory Group, LLC 0.05% No change 2,922 $246K
Baldwin Investment Management, LLC 0.03% No change 2,900 $244K
Carnegie Investment Counsel 0.00% New 2,889 $243K
Pinion Investment Advisors, LLC 0.08% Add +0.2% 2,883 $243K
MSH Capital Advisors LLC 0.07% No change 2,883 $243K
OneAscent Financial Services LLC 0.02% Reduce -56.6% 2,900 $242K
CENTRAL TRUST Co 0.01% Add +0.0% 2,858 $241K
Abundance Wealth Counselors 0.04% Reduce -7.9% 2,855 $240K
Cary Street Partners Financial LLC 0.01% New 2,850 $240K
WealthTrust Axiom LLC 0.07% No change 2,844 $239K
Birch Financial Group, LLC 0.19% Add +1.3% 2,839 $239K
Schnieders Capital Management LLC 0.04% No change 2,831 $238K
Hickory Point Bank & Trust 0.19% Reduce -0.5% 2,827 $238K
Advisor OS, LLC 0.02% Add +9.2% 2,826 $238K
LexAurum Advisors, LLC 0.04% Add +0.6% 2,825 $238K
Gladstone Institutional Advisory LLC 0.01% Reduce -3.6% 2,823 $238K
Clark Capital Management Group, Inc. 0.00% Add +1.3% 2,810 $237K
Beaton Management Co. Inc. 0.11% No change 2,792 $235K
Bernardo Wealth Planning LLC 0.05% Add +0.4% 2,788 $235K
LaSalle St. Investment Advisors, LLC 0.06% Add +2.3% 2,760 $232K
Jeppson Wealth Management, LLC 0.08% Reduce -3.5% 2,750 $231K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -12.7% 2,742 $231K
Flputnam Investment Management Co. 0.00% Reduce -0.3% 2,730 $230K
Verity Asset Management, Inc. 0.11% Reduce -6.0% 2,710 $228K
Sage Private Wealth Group, LLC 0.15% New 2,698 $227K
Keel Point, LLC 0.01% New 2,680 $226K
Asset Dedication, LLC 0.02% No change 2,677 $225K
Morton Capital Management LLC 0.04% Reduce -3.5% 2,674 $225K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.7% 2,672 $225K
MassMutual Private Wealth & Trust, FSB 0.01% Add +36.5% 2,671 $225K
Longboard Asset Management, LP 0.56% No change 2,669 $225K
Atlanta Consulting Group Advisors, LLC 0.06% No change 2,667 $225K
Alta Advisers Ltd 0.08% No change 2,664 $224K
Cidel Asset Management Inc. 0.01% No change 2,660 $224K
ING Groep NV 0.00% Reduce -97.4% 2,659 $224K
RFG Advisory, LLC 0.01% Reduce -16.7% 2,643 $223K
Compound Planning, Inc. 0.01% New 2,623 $221K
Certuity, LLC 0.02% Reduce -2.4% 2,622 $221K
TFB Advisors LLC 0.06% Add +4.8% 2,611 $220K
Ferguson Wellman Capital Management, Inc. 0.00% No change 2,607 $219K
Spectrum Wealth Advisory Group, LLC 0.10% No change 2,604 $219K
Marion Wealth Management 0.05% No change 2,600 $219K
BOS Asset Management, LLC 0.07% No change 2,598 $219K
Ethos Financial Group, LLC 0.02% Add +1.2% 2,593 $218K
Cypress Wealth Services, LLC 0.04% Add +0.9% 2,591 $218K
Huntleigh Advisors, Inc. 0.04% New 2,589 $218K
Nikulski Financial, Inc. 0.06% Reduce -0.7% 2,586 $218K
Versor Investments LP 0.04% New 2,579 $217K
Cambridge Financial Group, LLC 0.08% No change 2,577 $217K
Braun-Bostich & Associates Inc. 0.15% Add +2.3% 2,574 $217K
Trust Co. of Toledo NA 0.02% No change 2,574 $217K
Procyon Advisors, LLC 0.02% Reduce -8.6% 2,573 $217K
Ledgewood Wealth Advisors, LLC 0.14% Reduce -10.8% 2,548 $214K
Grantvest Financial Group LLC 0.16% No change 2,546 $214K
SouthState Bank Corp 0.01% Add +76.9% 2,545 $214K
Clearstead Advisors, LLC 0.00% Add +33.9% 2,541 $214K
DAVENPORT & Co LLC 0.00% Reduce -25.7% 2,539 $214K
Boothbay Fund Management, LLC 0.01% New 2,516 $212K
O'Brien Greene & Co. Inc 0.07% No change 2,507 $211K
Treasure Coast Financial Planning 0.12% New 2,500 $210K
Nicolet Advisory Services, LLC 0.02% New 2,339 $208K
Asset Management Group, Inc. 0.04% Add +0.8% 2,471 $208K
Gateway Investment Advisers LLC 0.00% No change 2,469 $208K
Wolverine Trading, LLC 0.01% Reduce -23.0% 2,486 $208K
Hilltop Holdings Inc. 0.01% New 2,465 $208K
First Bank & Trust 0.04% Reduce -0.0% 2,465 $208K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.2% 2,463 $207K
Key Financial Inc 0.04% Reduce -65.2% 2,463 $207K
Balefire, LLC 0.04% New 2,449 $206K
Altrius Capital Management Inc 0.05% No change 2,442 $206K
Chancellor Financial Group WB LP 0.16% No change 2,441 $205K
Hanson & Doremus Investment Management 0.03% Reduce -33.3% 2,435 $205K
Capital Investment Advisory Services, LLC 0.02% Reduce -1.1% 2,418 $204K
Meridian Wealth Partners, LLC 0.03% New 2,414 $203K
Anchor Capital Advisors LLC 0.01% Reduce -4.0% 2,400 $202K
Gitterman Wealth Management, LLC 0.05% New 2,394 $202K
Silver Oak Securities, Incorporated 0.02% Reduce -5.8% 2,394 $202K
Auxano Advisors, LLC 0.05% Reduce -1.6% 2,394 $201K
North Star Investment Management Corp. 0.01% No change 2,393 $201K
Master's Wealth Management Inc. 0.09% Reduce -4.0% 2,392 $201K
Pennsylvania Capital Management Inc. 0.06% New 2,391 $201K
Uncommon Cents Investing LLC 0.05% New 2,390 $201K
Arax Advisory Partners 0.01% Add +5.9% 2,228 $201K
Manchester Capital Management LLC 0.03% Reduce -4.6% 2,360 $199K
Centaurus Financial, Inc. 0.01% Add +0.3% 2,337 $197K
ESL Trust Services, LLC 0.04% Reduce -0.8% 2,332 $196K
Aspect Partners, LLC 0.10% No change 2,294 $193K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,219 $187K
TD Waterhouse Canada Inc. 0.00% Reduce -1.6% 2,238 $185K
Rossby Financial, LCC 0.07% Reduce -7.2% 2,190 $184K
Global Trust Asset Management, LLC 0.10% Add +1471.0% 2,168 $183K
Motco 0.02% Add +1.0% 1,993 $179K
Richardson Financial Services Inc. 0.12% Reduce -1.9% 2,120 $176K
TD Private Client Wealth LLC 0.00% Reduce -4.4% 2,046 $172K
Lowe Wealth Advisors, LLC 0.07% No change 2,044 $172K
Archer Investment Corp 0.04% Add +0.1% 1,912 $161K
Valley National Advisers Inc. 0.02% Reduce -0.2% 1,817 $152K
GeoWealth Management, LLC 0.01% Add +9.8% 1,766 $149K
Flagship Wealth Advisors, LLC 0.05% No change 1,706 $144K
Cromwell Holdings LLC 0.08% Add +3.7% 1,617 $136K
Larson Financial Group LLC 0.01% Add +2.3% 1,540 $130K
Sentry Investment Management LLC 0.07% No change 1,555 $127K
St. Johns Investment Management Company, LLC 0.06% No change 1,500 $126K
MUFG Securities EMEA plc 0.01% New 1,468 $124K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -12.5% 1,405 $118K
AlphaCore Capital LLC 0.00% Add +841.6% 1,403 $118K
City State Bank 0.04% No change 1,401 $118K
Catalyst Capital Advisors LLC 0.00% Add +29.1% 1,360 $114K
Hurley Capital, LLC 0.08% New 1,343 $113K
Strategic Investment Solutions, Inc. 0.03% No change 1,316 $111K
Union Savings Bank 0.05% No change 1,230 $110K
CYBER HORNET ETFs LLC 0.08% New 1,309 $110K
Parkside Financial Bank & Trust 0.01% Add +0.8% 1,303 $110K
JFS Wealth Advisors, LLC 0.01% Reduce -0.9% 1,271 $107K
Elevation Point Wealth Partners, LLC 0.01% New 1,265 $106K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 1,255 $106K
United Community Bank 0.04% Reduce -0.4% 1,223 $103K
Rothschild Investment LLC 0.01% Add +3.0% 1,220 $103K
Optimum Investment Advisors 0.04% No change 1,200 $101K
Prudent Man Investment Management, Inc. 0.05% No change 1,134 $96K
GHP Investment Advisors, Inc. 0.00% Add +0.6% 1,127 $95K
Murphy & Mullick Capital Management Corp 0.08% No change 1,054 $95K
Hager Investment Management Services, LLC 0.06% No change 1,123 $95K
Salem Investment Counselors Inc. 0.00% No change 1,119 $94K
CoreCap Advisors, LLC 0.00% Add +1.3% 1,109 $93K
Harbour Investments, Inc. 0.00% Add +0.3% 1,088 $92K
Montag A & Associates Inc. 0.00% No change 1,067 $90K
Ofi Invest Asset Management 0.00% Add +48.7% 1,252 $90K
Pittenger & Anderson Inc. 0.00% No change 1,026 $86K
Anchor Investment Management, LLC 0.01% Add +2.0% 1,016 $86K
Vision Financial Markets LLC 0.08% No change 1,000 $84K
GW&K Investment Management, LLC 0.00% Add +24.3% 989 $83K
Leonteq Securities AG 0.00% Reduce -53.2% 969 $82K
Tsfg, LLC 0.01% Add +0.1% 944 $79K
MTM Investment Management, LLC 0.03% New 934 $79K
Versant Capital Management, Inc 0.01% Add +1.5% 927 $78K
Washington Trust Advisors, Inc. 0.01% Add +4.5% 927 $78K
Silvant Capital Management LLC 0.00% No change 910 $77K
Carolina Wealth Advisors, LLC 0.04% No change 900 $76K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +11.1% 900 $76K
Wellington Shields & Co., LLC 0.02% Reduce -10.0% 900 $76K
Wellington Shields Capital Management, LLC 0.01% No change 900 $76K
Kimelman & Baird, LLC 0.01% No change 900 $76K
CoreFirst Bank & Trust 0.04% New 864 $73K
REAP Financial Group, LLC 0.02% Add +66.8% 849 $71K
Gen-Wealth Partners Inc 0.03% Reduce -0.4% 825 $69K
McIlrath & Eck, LLC 0.01% No change 819 $69K
JNBA Financial Advisors 0.01% No change 800 $67K
Reyes Financial Architecture, Inc. 0.06% No change 798 $67K
Bogart Wealth, LLC 0.00% No change 771 $65K
Ridgewood Investments LLC 0.03% No change 764 $64K
Loomis Sayles & Co. L P 0.00% Add +245.4% 760 $64K
PFS Partners, LLC 0.03% Add +23.6% 748 $63K
Country Trust Bank 0.00% No change 735 $62K
S&T Bank 0.02% Add +2.0% 727 $61K
MV Capital Management, Inc. 0.01% Add +0.3% 726 $61K
AdvisorNet Financial, Inc 0.00% Reduce -54.2% 707 $60K
VSM Wealth Advisory, LLC 0.02% No change 700 $59K
Blue Bell Private Wealth Management, LLC 0.01% No change 695 $59K
Brown, Lisle/Cummings, Inc. 0.02% No change 683 $57K
Deseret Mutual Benefit Administrators 0.03% No change 677 $57K
Tower View Wealth Management LLC 0.03% Add +0.8% 674 $57K
Millstone Evans Group, LLC 0.04% No change 667 $56K
Legacy Investment Solutions, LLC 0.03% — 666 $56K
Legacy Wealth Managment, LLC 0.03% No change 666 $56K
Peoples Financial Services Corp. 0.03% No change 664 $56K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 640 $54K
Zions Bancorporation, National Association 0.00% Add +3.9% 637 $54K
Evolution Wealth Management Inc. 0.06% — 621 $52K
Centerpoint Advisors, LLC 0.02% Reduce -24.1% 617 $52K
Gables Capital Management Inc. 0.02% Reduce -20.0% 600 $51K
Colonial Trust Advisors 0.00% No change 600 $51K
PrairieView Partners, LLC 0.00% No change 603 $50K
Ramirez Asset Management, Inc. 0.01% Reduce -34.0% 583 $49K
MCF Advisors LLC 0.00% No change 581 $49K
Toth Financial Advisory Corp. 0.01% No change 560 $47K
Cary Street Partners Investment Advisory LLC 0.02% New 541 $46K
Costello Asset Management, INC 0.02% Add +290.6% 539 $45K
Capital Advisors, Ltd. LLC 0.01% No change 533 $45K
Park Square Financial Group, LLC 0.03% No change 520 $44K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $42K
Foster Dykema Cabot & Partners, LLC 0.00% No change 500 $42K
Bruce G. Allen Investments, LLC 0.03% Reduce -10.2% 493 $42K
Harbor Investment Advisory, LLC 0.00% No change 489 $41K
First Community Trust NA 0.03% Reduce -3.9% 488 $41K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -49.1% 478 $40K
Birchbrook, Inc. 0.02% Reduce -15.4% 466 $39K
Hemington Wealth Management 0.01% Add +7.4% 464 $39K
Colonial Trust Co / SC 0.01% Add +43.0% 452 $38K
Boyd Watterson Asset Management LLC 0.01% No change 448 $38K
SOA Wealth Advisors, LLC. 0.01% No change 430 $36K
Bellevue Asset Management, LLC 0.02% Add +0.2% 424 $36K
Riggs Asset Managment Co. Inc. 0.01% No change 424 $36K
First Command Advisory Services, Inc. 0.00% Reduce -46.1% 412 $35K
Cranbrook Wealth Management, LLC 0.01% No change 400 $34K
Nemes Rush Group LLC 0.00% Reduce -33.3% 400 $34K
Wealth Preservation Advisors, LLC 0.02% No change 399 $34K
Marshall & Sullivan Inc. 0.02% New 394 $33K
Covestor Ltd 0.02% Add +1.8% 392 $33K
Capital A Wealth Management, LLC 0.36% Add +4709.1% 529 $32K
Estabrook Capital Management 0.00% Reduce -9.0% 373 $31K
Rise Advisors, LLC 0.01% Add +34.3% 372 $31K
GoalVest Advisory LLC 0.01% Add +166.7% 360 $30K
Capital Analysts, LLC 0.00% No change 339 $29K
Farmers & Merchants Investments Inc. 0.00% Add +3.0% 340 $29K
Summit Securities Group LLC 0.01% New 336 $28K
Keener Financial Planning LLC 0.01% New 332 $27K
Avion Wealth 0.01% Add +8.7% 324 $27K
Fairman Group, LLC 0.02% No change 318 $27K
TD Capital Management LLC 0.00% Add +2330.8% 316 $27K
Syntax Research, Inc. 0.02% No change 315 $27K
Pacific Center for Financial Services 0.01% No change 314 $26K
Chapman Financial Group, LLC 0.02% — 300 $25K
Concord Wealth Partners 0.00% No change 300 $25K
Twin Peaks Wealth Advisors, LLC 0.01% New 284 $25K
Clearstead Trust, LLC 0.00% Add +188.0% 288 $24K
ORG Partners LLC 0.01% Add +6.4% 282 $23K
Sunbelt Securities, Inc. 0.00% No change 263 $22K
CGC Financial Services, LLC 0.01% No change 262 $22K
SBI Securities Co., Ltd. 0.00% Add +0.4% 258 $22K
BankPlus Trust Department 0.01% No change 250 $21K
Albion Financial Group 0.00% No change 246 $21K
Sound Income Strategies, LLC 0.00% Reduce -66.0% 239 $20K
Whipplewood Advisors, LLC 0.01% Add +11400.0% 230 $19K
Hopwood Financial Services, Inc. 0.01% No change 227 $19K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -6.0% 233 $19K
Roxbury Financial LLC 0.02% Reduce -18.6% 223 $19K
Pinnacle Bancorp, Inc. 0.01% No change 221 $19K
Financial Perspectives, Inc 0.01% No change 209 $18K
Sierra Ocean, LLC 0.01% Add +9.6% 205 $17K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.5% 203 $17K
Midwest Capital Advisors, LLC 0.01% No change 201 $17K
Rakuten Securities, Inc. 0.01% No change 201 $17K
Asset Planning,Inc 0.01% No change 200 $17K
DHJJ Financial Advisors, Ltd. 0.01% No change 195 $16K
Rialto Wealth Management, LLC 0.00% Add +2.1% 195 $16K
CVA Family Office, LLC 0.00% Add +74.3% 190 $16K
Retirement Wealth Solutions LLC 0.01% No change 183 $15K
Ancora Advisors LLC 0.00% No change 183 $15K
Fortitude Family Office, LLC 0.01% Reduce -22.2% 182 $15K
Wood Tarver Financial Group, LLC 0.00% No change 180 $15K
Financial Management Professionals, Inc. 0.00% Add +1.7% 178 $15K
Ameriflex Group, Inc. 0.01% Add +17.9% 171 $14K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 168 $14K
Bank & Trust Co 0.01% No change 141 $12K
Park Place Capital Corp 0.00% Reduce -39.6% 134 $11K
Adirondack Trust Co. 0.00% No change 131 $11K
DT Investment Partners, LLC 0.00% No change 122 $10K
Horizon Bancorp Inc. 0.01% No change 120 $10K
Heritage Wealth Advisors 0.00% Add +0.9% 117 $10K
Westside Investment Management, Inc. 0.00% New 116 $10K
Atwood & Palmer Inc. 0.00% New 112 $9K
NewSquare Capital LLC 0.00% Reduce -19.4% 112 $9K
Bell Investment Advisors, Inc 0.00% Add +25.6% 108 $9K
Howard Hughes Medical Institute 0.00% New 107 $9K
Centricity Wealth Management, LLC 0.01% No change 100 $8K
Operose Advisors LLC 0.00% No change 100 $8K
Sachetta, LLC 0.00% Add +62.7% 96 $8K
TruNorth Capital Management, LLC 0.00% No change 92 $8K
Wolff Wiese Magana LLC 0.00% No change 79 $7K
Anfield Capital Management, LLC 0.00% No change 79 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 78 $7K
Holos Integrated Wealth LLC 0.00% No change 70 $6K
Financial Connections Group, Inc. 0.00% No change 75 $6K
Coston, McIsaac & Partners 0.00% No change 78 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 70 $6K
N.E.W. Advisory Services LLC 0.00% No change 68 $6K
Delta Asset Management LLC 0.00% No change 60 $5K
Raffa Wealth Management, LLC 0.00% Reduce -29.3% 58 $5K
Logan Capital Management Inc. 0.00% No change 56 $5K
CNB Bank 0.00% No change 54 $5K
Chesapeake Asset Management LLC 0.00% No change 54 $5K
Abound Wealth Management 0.00% Reduce -1.9% 52 $4K
Activest Wealth Management 0.00% Reduce -42.7% 51 $4K
Traub Capital Management LLC 0.00% — 50 $4K
Provenance Wealth Advisors, LLC 0.00% No change 50 $4K
Johnson Financial Group, Inc. 0.00% No change 50 $4K
Indiana Trust & Investment Management Co 0.00% No change 45 $4K
Red Tortoise LLC 0.00% No change 43 $4K
True Wealth Design, LLC 0.00% Reduce -26.3% 42 $4K
Dunhill Financial, LLC 0.00% Reduce -64.6% 40 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 37 $3K
Penserra Capital Management LLC 0.00% No change 42 $3K
WealthTrak Capital Management LLC 0.00% Add +40.0% 35 $3K
Piscataqua Savings Bank 0.00% New 35 $3K
Bare Financial Services, Inc 0.00% New 34 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 33 $3K
Medallion Wealth Advisors, LLC 0.00% No change 33 $3K
Hughes Financial Services, LLC 0.00% Add +72.2% 31 $3K
Bellwether Advisors, LLC 0.00% New 30 $3K
Transce3nd, LLC 0.00% Add +250.0% 28 $2K
Valued Wealth Advisors LLC 0.00% No change 26 $2K
Nova Wealth Management, Inc. 0.00% Add +150.0% 25 $2K
Physician Wealth Advisors, Inc. 0.00% Add +242.9% 24 $2K
Tobam 0.00% No change 19 $2K
Core Alternative Capital 0.00% No change 23 $2K
Stephens Consulting, LLC 0.00% New 22 $2K
HHM Wealth Advisors, LLC 0.00% No change 22 $2K
Beacon Capital Management, LLC 0.00% No change 20 $2K
Principia Wealth Advisory, LLC 0.00% Add +81.8% 20 $2K
Kilter Group LLC 0.00% New 20 $2K
TFC Financial Management, Inc. 0.00% No change 19 $2K
Trifecta Capital Advisors, LLC 0.00% No change 18 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 18 $2K
Total Investment Management Inc. 0.00% New 18 $2K
Binnacle Investments Inc 0.00% New 17 $1K
Solstein Capital, LLC 0.00% New 16 $1K
SJS Investment Consulting Inc. 0.00% Reduce -46.7% 16 $1K
WPG Advisers, LLC 0.00% No change 14 $1K
HFM Investment Advisors, LLC 0.00% Add +175.0% 11 $926
Essential Partners LLC 0.00% — 11 $926
Parkworth Wealth Management, Inc. 0.00% Add +50.0% 9 $758
Tortoise Investment Management, LLC 0.00% New 8 $673
American Capital Advisory, LLC 0.00% New 6 $506
IMA Advisory Services, Inc. 0.00% New 5 $421
Highline Wealth Partners LLC 0.00% Reduce -40.0% 3 $253
DecisionPoint Financial, LLC 0.00% New 3 $249
Transamerica Financial Advisors, LLC 0.00% No change 3 $189
GPS Wealth Strategies Group, LLC 0.00% New 2 $168

"% of holder's portfolio" is PEG's weight in each manager's 13F, not the share of Public Service Enterprise GP the manager owns.