Public Service Enterprise GPPEG

13F holders, Q3 2025 (September 30)
1,217holders +5
102new positions
86sold out
9famous investors
$83.42avg. 13F price*

At the end of Q3 2025, 1,217 institutions reported holding Public Service Enterprise GP (PEG) in their 13F filings, up 5 from Q2 2025. 102 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($5.5B), BlackRock, Inc. ($4.0B) and State Street Corp. ($2.3B). 9 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions102$123.2M
Exits86$216.2M

All 13F filers, Q2 2025 → Q3 2025: 18,995,780 shares bought and 18,079,822 shares sold, net +915,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,217 holders

Vanguard Group Inc. 0.08% Add +0.5% 65,308,870 $5.5B
BlackRock, Inc. 0.07% Reduce -4.0% 48,088,019 $4.0B
State Street Corp. 0.08% Add +1.0% 27,598,607 $2.3B
Bank of America Corp. 0.11% Add +1.4% 17,773,378 $1.5B
Geode Capital Management, LLC 0.07% Add +1.0% 12,656,992 $1.1B
JPMorgan Chase & Co. 0.05% Reduce -9.0% 8,936,987 $745.9M
Ameriprise Financial Inc. 0.17% Add +8.1% 8,657,207 $722.5M
Capital Research Global Investors 0.13% Add +6.2% 8,132,936 $678.8M
Morgan Stanley 0.04% Add +1.0% 7,293,155 $608.7M
Legal & General Group Plc 0.13% Add +5.8% 7,095,987 $592.2M
Invesco Ltd. 0.08% Reduce -5.7% 6,108,243 $509.8M
Capital World Investors 0.06% Add +0.2% 5,265,846 $439.5M
Northern Trust Corp. 0.05% Add +1.0% 4,932,431 $411.7M
Goldman Sachs Group Inc. 0.06% Add +7.1% 4,916,914 $410.4M
Massachusetts Financial Services Co. 0.12% Add +12.4% 4,638,039 $387.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -9.0% 4,278,583 $357.1M
Clearbridge Investments, LLC 0.24% Add +1387.8% 3,754,625 $313.4M
Raymond James Financial Inc. 0.10% Reduce -24.2% 3,690,904 $308.0M
Charles Schwab Investment Management Inc. 0.04% Add +1.1% 3,141,680 $262.2M
Bank of New York Mellon Corp 0.04% Reduce -1.4% 2,906,354 $242.6M
Millennium Management 0.19% Add +4.6% 2,818,415 $235.2M
ATLAS Infrastructure Partners (UK) Ltd. 11.52% Add +253.3% 2,567,724 $214.3M
Hamlin Capital Management, LLC 4.51% Reduce -4.2% 2,373,340 $198.1M
Schroder Investment Management Group 0.15% Add +7.2% 2,307,370 $191.6M
Franklin Resources Inc. 0.05% Reduce -0.7% 2,251,233 $187.9M
UBS Group AG 0.04% Reduce -1.2% 2,216,422 $185.0M
Royal Bank of Canada 0.03% Reduce -7.6% 2,209,348 $184.4M
Van Eck Associates Corp. 0.15% Add +43.2% 1,934,129 $161.4M
Reaves W H & Co. Inc. 2.83% Add +20.4% 1,906,496 $159.1M
Railway Pension Investments Ltd 2.15% Add +97.5% 1,897,800 $158.4M
Amundi 0.05% Reduce -5.4% 1,858,013 $152.1M
Dimensional Fund Advisors LP 0.03% Add +2.1% 1,818,412 $151.8M
Nordea Investment Management AB 0.13% Reduce -4.2% 1,762,293 $146.0M
Voya Investment Management LLC 0.16% Add +18.2% 1,645,407 $137.2M
California Public Employees Retirement System 0.08% Reduce -17.0% 1,637,245 $136.6M
Mitsubishi UFJ Trust & Banking Corp 0.30% Reduce -8.1% 1,636,403 $136.6M
Deutsche Bank AG 0.05% Add +2.5% 1,613,480 $134.7M
Jennison Associates LLC 0.08% Reduce -3.8% 1,558,080 $130.0M
Swiss National Bank 0.07% Reduce -4.7% 1,438,400 $120.0M
CBRE Investment Management Listed Real Assets LLC 1.68% Reduce -0.4% 1,410,149 $117.7M
LPL Financial LLC 0.03% Add +49.4% 1,199,222 $100.1M
Duff & Phelps Investment Management Co. 1.12% Add +13.1% 1,182,505 $98.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +1.8% 1,169,545 $97.6M
Russell Investments Group, Ltd. 0.11% Add +26.3% 1,138,198 $95.0M
Aberdeen Group plc 0.15% Add +31.5% 1,119,313 $92.6M
Aviva PLC 0.17% Reduce -2.0% 1,099,421 $91.8M
Nuveen, LLC 0.02% Reduce -2.5% 1,036,801 $86.5M
JARISLOWSKY, FRASER Ltd 0.47% Add +107.1% 1,025,305 $85.6M
Pictet Asset Management Holding SA 0.08% Add +30.5% 1,022,312 $85.3M
Neuberger Berman Group LLC 0.06% Reduce -62.7% 1,003,339 $83.7M
HSBC Holdings PLC 0.05% Reduce -27.4% 997,681 $83.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.41% Add +0.1% 987,844 $82.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +3.4% 981,132 $81.9M
Barclays PLC 0.03% Reduce -34.3% 916,447 $76.5M
PNC Financial Services Group, Inc. 0.05% Add +38.7% 905,489 $75.6M
Rhumbline Advisers 0.06% Reduce -0.6% 901,005 $75.2M
Assetmark, Inc. 0.16% Add +4.6% 893,950 $74.6M
Royal London Asset Management Ltd. 0.15% Add +93.6% 859,207 $71.7M
Manufacturers Life Insurance Company, The 0.06% Add +10.1% 832,429 $69.5M
Cohen & Steers, Inc. 0.12% Reduce -58.1% 828,787 $69.2M
Sound Shore Management Inc 2.25% Reduce -20.3% 817,347 $68.2M
Envestnet Asset Management Inc. 0.02% Reduce -22.8% 782,721 $65.3M
Aventail Capital Group, LP 2.94% No change 742,171 $61.9M
First Trust Advisors LP 0.05% Reduce -0.1% 741,995 $61.9M
Wells Fargo & Company 0.01% Add +15.5% 728,726 $60.8M
T. Rowe Price Associates Inc. 0.01% Add +0.6% 727,138 $60.7M
TD Asset Management Inc 0.05% Add +8.6% 708,364 $59.1M
Canada Pension Plan Investment Board 0.04% Add +19.6% 707,060 $59.0M
Zacks Investment Management 0.46% Reduce -0.1% 698,414 $58.3M
Qube Research & Technologies Ltd 0.08% Add +12.8% 697,871 $58.2M
Energy Income Partners, LLC 1.07% Reduce -21.8% 665,199 $55.5M
FMR LLC 0.00% Add +0.8% 664,346 $55.4M
National Pension Service 0.04% Add +1.7% 659,618 $55.1M
Principal Financial Group Inc. 0.03% Reduce -1.0% 618,073 $51.6M
Macquarie Group Ltd. 0.06% Add +10.9% 613,179 $51.2M
Victory Capital Management Inc. 0.03% Reduce -8.1% 610,013 $50.9M
California State Teachers Retirement System 0.05% Add +0.6% 601,931 $50.2M
BNP Paribas Financial Markets 0.04% Reduce -9.9% 591,986 $49.4M
Jacobs Levy Equity Management, Inc. 0.19% Reduce -22.4% 577,395 $48.2M
Alliancebernstein L.P. 0.01% Reduce -5.6% 540,230 $45.1M
CANADA LIFE ASSURANCE Co 0.06% Add +4.6% 521,220 $43.3M
Jane Street Group, LLC 0.05% Add +99.5% 502,934 $42.0M
Bank of Montreal 0.02% Add +11.2% 487,263 $40.7M
State Board of Administration of Florida Retirement System 0.07% Reduce -6.7% 477,011 $39.8M
Great Lakes Advisors, LLC 0.33% Reduce -0.8% 471,493 $39.4M
D. E. Shaw & Co. 0.03% Add +11.7% 462,745 $38.6M
Danske Bank A/S 0.09% Add +3.5% 457,128 $38.2M
Swedbank AB 0.04% Reduce -0.3% 448,896 $37.5M
Van Lanschot Kempen Investment Management N.V. 0.32% Add +34.2% 428,211 $35.7M
Bollard Group LLC 0.85% Add +6.0% 409,924 $34.2M
New York State Teachers Retirement System 0.07% Reduce -0.6% 400,271 $33.4M
Magellan Asset Management Ltd 0.39% Add +12.1% 396,876 $33.1M
Old Republic International Corp. 1.21% No change 392,500 $32.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.20% No change 376,400 $31.4M
Citigroup Inc. 0.02% Reduce -3.5% 373,975 $31.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +5.3% 353,258 $29.5M
AMF Tjanstepension AB 0.18% No change 348,981 $29.1M
KLP Kapitalforvaltning As 0.11% Add +8.2% 339,909 $28.4M
State of Wisconsin Investment Board 0.06% Add +17.0% 319,600 $26.7M
New York State Common Retirement Fund 0.03% Add +13.0% 314,668 $26.3M
DNB Asset Management AS 0.10% Add +9.9% 310,792 $25.9M
Brandywine Global Investment Management, LLC 0.18% Add +0.2% 306,189 $25.6M
National Bank of Canada 0.03% Reduce -13.6% 304,991 $25.5M
Asset Management One Co., Ltd. 0.07% Reduce -6.0% 300,373 $25.1M
RWC Asset Management LLP 1.36% Add +16.3% 289,933 $24.2M
Prudential Financial Inc. 0.03% Reduce -2.0% 286,705 $23.9M
Toronto Dominion Bank 0.05% Add +29.4% 284,692 $23.8M
Renaissance Technologies 0.03% Add +32.5% 277,000 $23.1M
Osaic Holdings, Inc. 0.03% Add +23.9% 264,203 $21.9M
APG Asset Management N.V. 0.06% Add +1.0% 304,302 $21.6M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -3.4% 255,078 $21.3M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -44.3% 254,384 $21.2M
Gabelli Funds LLC 0.15% No change 252,923 $21.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -53.6% 252,720 $21.1M
AQR Capital Management 0.01% Add +64.3% 253,721 $21.1M
Man Group plc 0.04% Reduce -41.9% 251,930 $21.0M
Cetera Investment Advisers 0.02% Add +68.9% 250,531 $20.9M
Natixis Advisors, LLC 0.03% Add +11.0% 250,013 $20.9M
Commonwealth Equity Services, LLC 0.03% Reduce -6.7% 249,907 $20.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +3.4% 248,970 $20.8M
Twinbeech Capital LP 0.78% New 237,055 $19.8M
Squarepoint Ops LLC 0.04% Reduce -20.3% 235,302 $19.6M
GW Henssler & Associates Ltd. 0.98% Add +1.0% 234,958 $19.6M
Rockefeller Capital Management L.P. 0.04% Reduce -0.4% 233,924 $19.5M
Susquehanna Portfolio Strategies, LLC 0.31% Add +45.3% 232,105 $19.4M
CIBC Asset Management Inc 0.06% Add +1.6% 229,286 $19.1M
Andra AP-fonden 0.24% Add +10.8% 226,358 $18.9M
Korea Investment CORP 0.04% Add +9.4% 225,900 $18.9M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +2.9% 225,600 $18.8M
Treasurer of the State of North Carolina 0.06% Reduce -3.8% 224,521 $18.7M
Glenview Trust Co 0.29% Add +1.3% 216,666 $18.1M
Trexquant Investment LP 0.19% Add +438.7% 215,455 $18.0M
Tudor Investment Corporation 0.12% New 205,526 $17.2M
Eventide Asset Management, LLC 0.27% Reduce -12.8% 199,197 $16.6M
Corient Private Wealth LP 0.03% Reduce -1.1% 198,097 $16.5M
HighTower Advisors, LLC 0.02% Add +3.3% 191,964 $16.0M
Mn Services Vermogensbeheer B.V. 0.10% Add +1.2% 189,117 $15.8M
Mariner, LLC 0.02% Reduce -2.1% 188,785 $15.8M
Peapack Gladstone Financial Corp. 0.20% Reduce -0.2% 187,201 $15.6M
AXA Investment Managers S.A. 0.04% — 185,301 $15.5M
Gotham Asset Management 0.07% Add +46.2% 183,967 $15.4M
Stifel Financial Corp. 0.01% Add +10.2% 183,439 $15.3M
Cinctive Capital Management LP 0.76% Reduce -40.1% 183,031 $15.3M
Allspring Global Investments Holdings, LLC 0.02% Reduce -8.4% 183,301 $15.1M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +56.8% 179,386 $15.0M
Allianz Asset Management GmbH 0.02% Reduce -34.5% 178,551 $14.9M
American Century Companies Inc. 0.01% Add +32.8% 175,987 $14.7M
Truist Financial Corp. 0.02% Add +0.3% 175,123 $14.6M
Engineers Gate Manager LP 0.16% Add +826.0% 172,168 $14.4M
AE Wealth Management LLC 0.09% Add +5.5% 171,860 $14.3M
First Horizon Corp. 0.67% — 170,513 $14.2M
Nomura Asset Management Co. Ltd. 0.04% Add +3.4% 170,204 $14.2M
Swiss Life Asset Management Ltd 0.07% Add +81.8% 170,202 $14.2M
Resona Asset Management Co.,Ltd. 0.07% Reduce -4.3% 170,004 $14.2M
State of New Jersey Common Pension Fund D 0.05% Add +3.3% 166,726 $13.9M
Hennessy Advisors Inc. 0.46% Reduce -13.1% 160,690 $13.4M
Public Employees Retirement System of Ohio 0.04% Reduce -4.7% 158,775 $13.3M
Quantinno Capital Management LP 0.04% Add +44.9% 156,093 $13.0M
Foundations Investment Advisors, LLC 0.19% Add +12.1% 155,777 $13.0M
Florida Trust Wealth Management Co 0.37% Reduce -0.8% 155,604 $13.0M
Credit Agricole S A 0.04% — 155,283 $13.0M
Kepler Cheuvreux (Suisse) SA 0.70% — 155,045 $12.9M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Add +0.9% 152,853 $12.8M
ASR Vermogensbeheer N.V. 0.15% Reduce -0.2% 152,594 $12.7M
Arizona State Retirement System 0.06% Reduce -0.0% 145,743 $12.2M
Applied Finance Capital Management, LLC 0.85% Reduce -5.1% 143,638 $12.0M
IFM Investors Pty Ltd 0.11% Reduce -0.8% 145,520 $12.0M
State of Tennessee, Department of Treasury 0.04% Reduce -17.4% 141,084 $11.8M
Empower Advisory Group, LLC 0.03% Reduce -14.5% 140,036 $11.7M
Citadel Advisors 0.01% New 139,281 $11.6M
Calamos Advisors LLC 0.07% No change 139,111 $11.6M
Storebrand Asset Management As 0.03% Add +8.2% 135,414 $11.3M
State of Michigan Retirement System 0.05% Reduce -0.5% 134,966 $11.3M
Robeco Institutional Asset Management B.V. 0.02% Add +218.2% 134,083 $11.2M
Creative Planning 0.01% Add +1.7% 132,951 $11.1M
Sei Investments Co. 0.01% Reduce -41.5% 132,588 $11.1M
Mercer Global Advisors Inc. 0.02% Reduce -2.9% 129,678 $10.8M
Daiichi Life Insurance Co., Ltd. 0.27% Add +19.4% 129,558 $10.8M
Alta Fundamental Advisers LLC 5.29% No change 128,745 $10.7M
Varma Mutual Pension Insurance Co 0.07% Add +8.7% 128,337 $10.7M
Czech National Bank 0.07% Add +3.9% 126,756 $10.6M
MetLife Investment Management, LLC 0.05% Reduce -2.6% 123,834 $10.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +52.2% 122,911 $10.3M
Forsta Ap-Fonden 0.06% Add +9.2% 121,200 $10.1M
Badgley Phelps Wealth Managers, LLC 0.21% Reduce 0.0% 120,891 $10.1M
Edge Wealth Management LLC 1.78% Add +0.5% 120,461 $10.1M
Tompkins Financial Corp. 0.83% Reduce -1.6% 119,619 $10.0M
Sit Investment Associates Inc. 0.20% Add +0.7% 116,712 $9.7M
Comerica Bank 0.04% Reduce -6.6% 114,212 $9.5M
Martingale Asset Management L P 0.24% Add +148.5% 113,624 $9.5M
DekaBank Deutsche Girozentrale 0.02% No change 113,029 $9.4M
Steward Partners Investment Advisory, LLC 0.05% Reduce -12.3% 109,289 $9.1M
Cerity Partners LLC 0.01% Reduce -0.8% 108,212 $9.0M
Public Sector Pension Investment Board 0.03% Add +4.7% 107,585 $9.0M
Retirement Systems of Alabama 0.03% Reduce -0.6% 106,462 $8.9M
Oppenheimer & Co. Inc. 0.10% Add +1.0% 101,186 $8.4M
Ensign Peak Advisors, Inc 0.01% Reduce -2.6% 99,130 $8.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +16.1% 102,442 $8.2M
MML Investors Services, LLC 0.02% Reduce -2.9% 95,688 $8.0M
Amalgamated Bank 0.06% Reduce -2.0% 95,680 $8.0M
Apexium Financial, LP 0.38% Add +28.9% 92,874 $7.8M
Miller Howard Investments Inc. 0.24% Add +2.3% 92,558 $7.7M
Susquehanna International Group, LLP 0.01% Reduce -43.2% 91,325 $7.6M
Natixis 0.04% Add +112.2% 90,154 $7.5M
ProShare Advisors LLC 0.02% Reduce -1.7% 87,127 $7.3M
Illinois Municipal Retirement Fund 0.09% Reduce -22.3% 86,877 $7.3M
Capital International, Inc. 0.06% Add +30.9% 86,616 $7.2M
Daiwa Securities Group Inc. 0.02% Add +14.4% 85,403 $7.1M
Private Advisor Group, LLC 0.03% Add +0.9% 82,784 $6.9M
Qsemble Capital Management, LP 0.68% New 82,655 $6.9M
Utah Retirement Systems 0.07% Add +0.1% 82,249 $6.9M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 81,000 $6.8M
Opus Investment Management Inc. 4.17% No change 80,500 $6.7M
Police & Firemen's Retirement System of New Jersey 0.05% Add +6.3% 80,484 $6.7M
Ausbil Investment Management Ltd 3.51% Add +23.6% 79,784 $6.6M
Xponance LLC 0.05% Reduce -8.4% 78,534 $6.6M
Captrust Financial Advisors 0.01% Reduce -3.3% 78,473 $6.5M
New England Asset Management Inc. 0.88% Add +0.9% 77,473 $6.5M
Teacher Retirement System of Texas 0.03% Reduce -11.8% 77,015 $6.4M
Vanguard Personalized Indexing Management, LLC 0.06% Add +1.7% 74,767 $6.2M
Bridgewater Associates 0.02% New 74,757 $6.2M
Sanctuary Advisors, LLC 0.04% Add +3.0% 73,488 $6.1M
KBC Group NV 0.01% Add +17.2% 73,399 $6.1M
Yousif Capital Management, LLC 0.06% Reduce -6.7% 72,723 $6.1M
New York Life Investment Management LLC 0.05% Reduce -2.6% 72,600 $6.1M
Northwest & Ethical Investments L.P. 0.14% Add +21.9% 72,107 $6.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -8.6% 71,713 $6.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.40% Reduce -3.3% 71,408 $6.0M
Verition Fund Management LLC 0.04% Reduce -84.8% 70,963 $5.9M
First National Bank of Mount Dora, Trust Investment Services 1.30% Reduce -8.1% 70,669 $5.9M
US Bancorp \de 0.01% Add +0.2% 70,445 $5.9M
Cullen Investment Group, LTD. 0.77% Add +10.4% 71,022 $5.8M
Greenland Capital Management LP 0.94% Add +238.9% 69,734 $5.8M
Janney Montgomery Scott LLC 0.01% Add +0.4% 69,291 $5.8M
USS Investment Management Ltd 0.03% No change 69,036 $5.8M
CIBC Bancorp USA Inc. 0.03% — 68,852 $5.7M
Janus Henderson Group PLC 0.00% Add +16.6% 68,695 $5.7M
Bank of Nova Scotia 0.01% Reduce -38.0% 68,552 $5.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.2% 66,882 $5.6M
Candriam S.C.A. 0.03% Add +2.1% 66,661 $5.6M
Patton Albertson Miller Group, LLC 0.67% Add +1.4% 66,424 $5.5M
Woodline Partners LP 0.03% Add +22.2% 65,960 $5.5M
NEOS Investment Management LLC 0.04% Add +42.4% 65,409 $5.5M
Viking Fund Management LLC 0.66% New 65,000 $5.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +223.2% 64,328 $5.4M
KCM Investment Advisors LLC 0.17% Add +1.4% 64,154 $5.4M
Shelton Capital Management 0.11% No change 64,108 $5.4M
Mackenzie Financial Corp. 0.01% Reduce -1.5% 63,761 $5.3M
Metis Global Partners, LLC 0.13% Add +8.3% 63,635 $5.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +10.8% 63,518 $5.3M
Bleakley Financial Group, LLC 0.12% Add +1.8% 63,249 $5.3M
Public Employees Retirement Association of Colorado 0.02% Reduce -1.2% 62,756 $5.2M
Nissay Asset Management Corp. /Japan 0.03% Add +1.0% 62,704 $5.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.7% 62,516 $5.2M
Capital Investment Counsel, LLC 0.76% Reduce -7.2% 62,008 $5.2M
Community Bank, N.A. 0.62% Reduce -1.4% 61,138 $5.1M
World Investment Advisors 0.10% Add +5.8% 60,750 $5.1M
Meritage Portfolio Management 0.33% Reduce -9.3% 59,325 $5.0M
Traphagen Investment Advisors LLC 0.42% Add +2.4% 58,725 $4.9M
Nisa Investment Advisors, LLC 0.02% Reduce -27.0% 57,855 $4.8M
O'shaughnessy Asset Management, LLC 0.03% Add +5.7% 57,236 $4.8M
Oregon Public Employees Retirement Fund 0.06% Add +32.4% 57,049 $4.8M
Avanza Fonder AB 0.12% Add +20.0% 57,024 $4.8M
Generali Asset Management SPA SGR 0.10% Reduce -0.5% 56,483 $4.7M
First PREMIER Bank 1.05% Reduce -1.6% 55,591 $4.6M
Vestcor Inc 0.14% Reduce -0.9% 55,363 $4.6M
Howard Capital Management, LLC 0.06% Add +0.2% 54,707 $4.6M
&partners 0.03% Add +12.0% 54,590 $4.6M
Schonfeld Strategic Advisors LLC 0.03% New 54,588 $4.6M
Pathstone Holdings, LLC 0.02% Reduce -1.7% 54,573 $4.6M
Mutual of America Capital Management LLC 0.05% Reduce -5.5% 54,089 $4.5M
OP Asset Management Ltd 0.06% Add +3.9% 54,040 $4.5M
Choreo, LLC 0.06% Add +0.9% 53,630 $4.5M
State of Alaska, Department of Revenue 0.05% Reduce -4.5% 53,435 $4.5M
Cibc World Market Inc. 0.01% Add +1.7% 53,406 $4.5M
Rafferty Asset Management, LLC 0.01% Reduce -2.0% 52,539 $4.4M
NewEdge Advisors, LLC 0.02% Reduce -8.0% 52,311 $4.4M
Assenagon Asset Management S.A. 0.01% Reduce -90.6% 51,831 $4.3M
Dynamic Advisor Solutions LLC 0.13% Add +4.4% 51,823 $4.3M
Hantz Financial Services, Inc. 0.07% Reduce -4.1% 51,684 $4.3M
Valley Wealth Managers, Inc. 0.28% Add +2.2% 51,187 $4.3M
Lanark Financial, Inc. 0.32% Reduce -0.6% 49,940 $4.2M
UniSuper Management Pty Ltd 0.03% Add +17.1% 49,795 $4.2M
Y-Intercept (Hong Kong) Ltd 0.10% Add +28.1% 49,149 $4.1M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.23% Add +69.0% 49,000 $4.1M
LBP Am SA 0.05% Add +1160.1% 48,741 $4.1M
Brookfield Corp 0.00% Reduce -33.3% 47,950 $4.0M
Advisory Services Network, LLC 0.06% Add +1.8% 47,685 $4.0M
Equitable Holdings, Inc. 0.03% Reduce -4.6% 47,503 $4.0M
Capital City Trust Co. 0.96% Add +0.2% 47,239 $3.9M
Rench Wealth Management, Inc. 1.16% Add +1.5% 47,185 $3.9M
Kestra Advisory Services, LLC 0.02% Add +2.9% 46,666 $3.9M
CIBC Private Wealth Group LLC 0.01% Reduce -3.6% 46,534 $3.9M
Bokf, NA 0.06% Reduce -21.8% 46,206 $3.9M
First American Bank 0.24% Add +0.7% 46,192 $3.9M
Sciencast Management LP 0.72% New 45,990 $3.8M
Hennion & Walsh Asset Management, Inc. 0.14% Add +0.7% 45,781 $3.8M
Benjamin Edwards Inc. 0.04% Add +1316.2% 45,757 $3.8M
Elo Mutual Pension Insurance Co 0.06% Add +18.8% 45,540 $3.8M
Commerce Bank 0.02% Add +6.5% 45,059 $3.8M
Orion Porfolio Solutions, LLC 0.03% Add +4.1% 45,037 $3.8M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -1.9% 45,033 $3.8M
Graham Capital Wealth Management, LLC 3.72% Reduce -0.3% 43,420 $3.6M
Kestra Private Wealth Services, LLC 0.05% Add +2.3% 43,229 $3.6M
Guggenheim Capital LLC 0.03% Add +2.6% 43,031 $3.6M
Magnetar Financial LLC 0.02% New 42,140 $3.5M
Pacer Advisors, Inc. 0.01% Reduce -30.9% 42,074 $3.5M
Empire Financial Management Company, LLC 0.79% No change 41,416 $3.5M
Oddo BHF Asset Management Sas 0.13% Reduce -13.5% 40,448 $3.4M
Sagefield Capital LP 0.38% New 40,294 $3.4M
SG Americas Securities, LLC 0.01% Reduce -50.5% 39,232 $3.3M
Teachers Retirement System of the State of Kentucky 0.02% No change 39,029 $3.3M
John G Ullman & Associates Inc. 0.43% Reduce -2.3% 38,222 $3.2M
Glenmede Investment Management, LP 0.02% Reduce -0.4% 37,868 $3.2M
Pinnacle Associates Ltd. 0.04% Reduce -2.4% 37,108 $3.1M
CHICAGO TRUST Co NA 0.43% Add +2.4% 36,827 $3.1M
Federation des caisses Desjardins du Quebec 0.01% Add +32.5% 36,799 $3.1M
Baird Financial Group, Inc. 0.00% Add +10.3% 36,581 $3.1M
Peddock Capital Advisors, LLC 0.66% Reduce -1.4% 36,549 $3.1M
Integrated Advisors Network LLC 0.13% Reduce -1.2% 36,447 $3.0M
Pinebridge Investments, L.P. 0.02% New 35,863 $3.0M
Harrell Investment Partners, LLC 0.71% Reduce -2.2% 35,859 $3.0M
Mizuho Securities USA LLC 0.06% Add +5.4% 36,350 $3.0M
Atria Investments, Inc 0.03% Reduce -11.4% 35,511 $3.0M
Meridian Wealth Management, LLC 0.11% Reduce -3.7% 34,646 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.5% 34,645 $2.9M
Summit Trail Advisors, LLC 0.04% Add +46.6% 34,444 $2.9M
Capital Fund Management S.A. 0.03% Reduce -16.2% 33,928 $2.8M
Fifth Third Bancorp 0.01% Reduce -1.5% 33,330 $2.8M
Norinchukin Bank, The 0.04% Add +3.3% 32,947 $2.7M
JPL Wealth Management, LLC 0.65% Add +0.4% 32,758 $2.7M
Great Lakes Retirement, Inc. 0.30% Add +4.6% 32,638 $2.7M
iA Global Asset Management Inc. 0.04% New 31,891 $2.7M
St. Nicholas Private Asset Management, Inc. 2.30% No change 31,790 $2.7M
Neumann Capital Management, LLC 0.77% Reduce -4.5% 31,670 $2.6M
Stephens Inc. 0.03% Add +0.9% 31,637 $2.6M
Kentucky Retirement Systems 0.07% Reduce -1.9% 31,352 $2.6M
Sterling Capital Management LLC 0.04% Reduce -7.9% 31,053 $2.6M
QRG Capital Management, Inc. 0.03% Reduce -34.9% 30,819 $2.6M
Lombard Odier Asset Management (Switzerland) SA 0.12% Add +54.6% 30,725 $2.6M
Caliber Wealth Management, LLC / KS 0.29% Add +2.5% 30,724 $2.6M
New Age Alpha Advisors, LLC 0.11% Reduce -2.7% 30,702 $2.6M
Wealthfront Advisers LLC 0.01% Reduce -0.1% 30,474 $2.5M
Resolution Capital Ltd 0.05% Reduce -18.6% 30,304 $2.5M
Investment Management Corp of Ontario 0.04% Reduce -74.4% 30,150 $2.5M
Arvest Bank Trust Division 0.14% Reduce -2.3% 30,020 $2.5M
Wellington Management Group LLP 0.00% Reduce -82.8% 29,983 $2.5M
CSM Advisors, LLC 0.07% Reduce -66.3% 29,834 $2.5M
Ossiam 0.03% Add +324.6% 29,822 $2.5M
Hartford Investment Management Co. 0.07% Reduce -2.7% 29,289 $2.4M
Holocene Advisors, LP 0.01% New 28,898 $2.4M
J.W. Cole Advisors, Inc. 0.05% Add +9.1% 28,867 $2.4M
Lionshead Wealth Management, LLC 1.90% Add +2.7% 28,751 $2.4M
Old Second National Bank of Aurora 0.49% Reduce -0.4% 28,747 $2.4M
M&T Bank Corp 0.01% Reduce -14.3% 28,715 $2.4M
Tidal Investments LLC 0.01% Add +38.9% 28,686 $2.4M
Mgo One Seven LLC 0.06% Add +287.5% 28,633 $2.4M
Rockline Wealth Management, LLC 0.49% Add +2.4% 28,496 $2.4M
Beacon Investment Advisory Services, Inc. 0.10% Add +6.0% 28,380 $2.4M
PFG Investments, LLC 0.12% Reduce -1.6% 28,217 $2.4M
Huntington National Bank 0.02% Reduce -12.7% 28,052 $2.3M
Segall Bryant & Hamill, LLC 0.03% No change 28,000 $2.3M
WealthShield Partners, LLC 0.26% Add +2.6% 27,881 $2.3M
Signature Wealth Management Partners, LLC 1.21% No change 27,641 $2.3M
Drake & Associates, LLC 0.48% New 28,879 $2.3M
Key Client Fiduciary Advisors, LLC 0.77% Reduce -1.4% 27,435 $2.3M
Legacy Private Trust Co. 0.14% Reduce -2.4% 27,360 $2.3M
Abn Amro Investment Solutions 0.05% Reduce -15.2% 27,291 $2.3M
Arkadios Wealth Advisors 0.06% Add +20.1% 27,079 $2.3M
Itau Unibanco Holding S.A. 0.08% Add +11.6% 26,966 $2.3M
Ascent Group, LLC 0.08% Reduce -15.6% 26,801 $2.2M
Profund Advisors LLC 0.07% Add +2.3% 26,339 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -0.4% 26,200 $2.2M
Cadence Bank 0.13% Reduce -0.1% 26,135 $2.2M
Dana Investment Advisors, Inc. 0.06% Reduce -3.2% 25,907 $2.2M
Wealth Management Associates, Inc. 0.76% Add +0.0% 25,696 $2.1M
Park Avenue Securities LLC 0.02% New 25,618 $2.1M
Advanced Asset Management Advisors Inc 0.57% No change 25,482 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% No change 25,430 $2.1M
Lido Advisors, LLC 0.01% Add +16.6% 25,335 $2.1M
Crossmark Global Holdings, Inc. 0.03% Reduce -0.1% 25,275 $2.1M
Bryn Mawr Trust Advisors, LLC 0.10% Reduce -0.1% 25,260 $2.1M
Gulf International Bank (UK) Ltd 0.07% Reduce -1.6% 25,106 $2.1M
Tiaa Trust, National Association 0.01% Reduce -5.6% 24,948 $2.1M
Maryland State Retirement & Pension System 0.04% Add +2.6% 24,899 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -97.8% 24,868 $2.1M
River Wealth Advisors LLC 0.24% Add +32.5% 24,808 $2.1M
Sequoia Financial Advisors, LLC 0.01% Add +1.9% 24,540 $2.0M
HRT Financial LP 0.01% Add +53.3% 24,518 $2.0M
Securian Asset Management, Inc. 0.05% Reduce -7.2% 24,102 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.0% 23,810 $2.0M
Jain Global LLC 0.03% Reduce -23.4% 23,540 $2.0M
Hancock Whitney Corp. 0.04% Reduce -17.6% 23,415 $2.0M
Raab & Moskowitz Asset Management LLC 0.44% Add +0.0% 23,415 $2.0M
Horizon Investments, LLC 0.03% Add +61.2% 23,384 $2.0M
Inspire Trust Co, N.A. 0.35% Add +16.0% 23,200 $1.9M
Alps Advisors Inc. 0.01% Add +29.4% 23,193 $1.9M
Court Place Advisors, LLC 0.58% Reduce -0.2% 23,139 $1.9M
Tocqueville Asset Management L.P. 0.03% Add +0.4% 22,711 $1.9M
Vident Advisory, LLC 0.02% Reduce -2.2% 22,581 $1.9M
Jacobi Capital Management LLC 0.11% Add +3.1% 22,572 $1.9M
New Mexico Educational Retirement Board 0.06% Reduce -3.4% 22,499 $1.9M
Old Port Advisors 0.47% Reduce -1.8% 22,368 $1.9M
Focus Partners Wealth 0.00% Reduce -12.1% 22,336 $1.9M
Kennedy Investment Group, Inc. 0.74% Reduce -1.6% 22,305 $1.9M
AG2R La Mondiale Gestion D'actifs 0.09% No change 21,749 $1.8M
Kanawha Capital Management LLC 0.13% Add +1.1% 21,884 $1.8M
Walleye Trading LLC 0.03% New 21,713 $1.8M
Stoneridge Investment Partners LLC 1.24% New 21,634 $1.8M
Phoenix Wealth Advisors 0.69% Reduce -2.2% 21,547 $1.8M
Bailard, Inc. 0.04% Add +29.5% 21,456 $1.8M
Arvest Investments, Inc. 0.26% Reduce -1.0% 21,442 $1.8M
Fulton Bank, N.A. 0.06% Reduce -7.4% 21,329 $1.8M
Fox Hill Wealth Management 0.83% Add +3.8% 21,305 $1.8M
Main Street Financial Solutions, LLC 0.11% Add +10.0% 21,205 $1.8M
Mission Wealth Management, LP 0.04% Reduce -0.6% 20,939 $1.7M
Glen Eagle Advisors, LLC 0.24% Add +1.5% 20,644 $1.7M
Beacon Pointe Advisors, LLC 0.01% Reduce -10.0% 20,586 $1.7M
Meeder Advisory Services, Inc. 0.08% Add +45.5% 20,203 $1.7M
Blair William & Co. 0.00% Reduce -0.6% 20,193 $1.7M
Cwm, LLC 0.01% Add +9.8% 19,731 $1.6M
HB Wealth Management, LLC 0.01% Add +13.9% 19,623 $1.6M
GAM Holding AG 0.10% Reduce -0.5% 19,399 $1.6M
Intech Investment Management LLC 0.01% Reduce -29.4% 19,275 $1.6M
Canada Post Corp Registered Pension Plan 0.07% Reduce -54.3% 19,316 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +3.0% 19,224 $1.6M
Magnolia Capital Advisors LLC 0.42% Add +0.6% 19,171 $1.6M
Ethic Inc. 0.03% Add +5.5% 18,539 $1.5M
Allstate Corp. 0.03% New 18,340 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Reduce -1.3% 18,270 $1.5M
Tower Research Capital LLC (TRC) 0.04% Add +83.5% 18,170 $1.5M
Parisi Gray Wealth Management 0.39% Add +0.2% 18,096 $1.5M
IFP Advisors, Inc 0.04% Add +1.8% 18,059 $1.5M
OMERS ADMINISTRATION Corp 0.01% No change 17,850 $1.5M
FRG Family Wealth Advisors LLC 0.24% No change 17,780 $1.5M
Empirical Finance, LLC 0.07% Add +1.0% 17,746 $1.5M
Empowered Funds, LLC 0.01% Add +47.8% 17,582 $1.5M
Commerzbank Aktiengesellschaft 0.03% Add +50.5% 17,257 $1.4M
RMR Wealth Builders 0.12% Add +1.0% 17,186 $1.4M
Insight Advisors, LLC/ PA 0.22% No change 17,011 $1.4M
Prestige Wealth Management Group LLC 0.27% Add +0.0% 16,860 $1.4M
Apollon Wealth Management, LLC 0.02% Add +6.0% 16,563 $1.4M
Spirit of America Management Corp. 0.28% Add +16.3% 16,450 $1.4M
Beck Mack & Oliver LLC 0.02% No change 16,400 $1.4M
Pensionfund Sabic 0.37% No change 16,200 $1.4M
Abner Herrman & Brock LLC 0.14% Reduce -0.8% 16,115 $1.3M
Strategic Investment Advisors / MI 0.12% Add +0.8% 15,954 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.1% 15,905 $1.3M
Banque Cantonale Vaudoise 0.05% Reduce -47.0% 15,841 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +4.4% 15,808 $1.3M
Prosperity Consulting Group, LLC 0.06% Add +1.1% 15,610 $1.3M
South Dakota Investment Council 0.03% Reduce -15.7% 15,594 $1.3M
Richard Bernstein Advisors LLC 0.04% Reduce -51.1% 15,478 $1.3M
Stevens Capital Management LP 0.17% New 15,176 $1.3M
Allworth Financial LP 0.01% Add +2.9% 15,022 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -5.3% 14,944 $1.2M
River Street Advisors LLC 0.48% Add +4.0% 14,899 $1.2M
Leisure Capital Management 0.42% Reduce -0.7% 14,801 $1.2M
OneDigital Investment Advisors LLC 0.01% Reduce -2.0% 14,800 $1.2M
Concurrent Investment Advisors, LLC 0.02% Add +1.5% 14,676 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +37.7% 14,616 $1.2M
Sara-Bay Financial 0.34% Reduce -0.2% 14,568 $1.2M
Bank Ozk 0.43% Reduce -1.9% 14,537 $1.2M
Tilson Financial Group, Inc. 0.40% Add +0.0% 14,515 $1.2M
Herold Advisors, Inc. 0.28% Reduce -2.2% 14,389 $1.2M
Merit Financial Group, LLC 0.01% Add +2.8% 14,290 $1.2M
Haverford Trust Co 0.01% Add +10.1% 14,216 $1.2M
Arax Advisory Partners 0.02% Add +532.0% 14,081 $1.2M
Cordgrass Capital Advisors, LLC 0.29% Add +0.2% 13,936 $1.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.33% Reduce -3.5% 13,823 $1.2M
Groupama Asset Managment 0.02% Reduce -45.7% 13,824 $1.2M
Inceptionr LLC 0.28% New 13,817 $1.2M
Jones Financial Companies LLLP 0.00% Add +29.9% 13,972 $1.2M
Callan Family Office, LLC 0.04% Reduce -6.8% 13,717 $1.1M
Sound View Wealth Advisors Group, LLC 0.08% Add +0.7% 13,671 $1.1M
Premier Path Wealth Partners, LLC 0.15% Reduce -0.6% 13,587 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +2.1% 13,577 $1.1M
NorthCoast Asset Management LLC 0.00% Add +18.9% 13,475 $1.1M
Mufg Securities Americas Inc. 0.07% Add +21.7% 13,458 $1.1M
Hilltop National Bank 0.27% Reduce -4.5% 13,374 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -3.1% 13,141 $1.1M
CFS Investment Advisory Services, LLC 0.08% Add +1.8% 13,158 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.67% New 13,089 $1.1M
Citizens Financial Group Inc. 0.01% Add +10.5% 13,076 $1.1M
Mutual Advisors, LLC 0.02% Add +249.7% 13,163 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -5.7% 13,015 $1.1M
Brown Advisory Inc. 0.00% Add +0.5% 12,998 $1.1M
Cresset Asset Management, LLC 0.00% Add +288.7% 12,896 $1.1M
Bowman & Co S.C. 0.45% Add +0.3% 12,816 $1.1M
CPC Advisors, LLC 0.11% Reduce -33.6% 12,817 $1.1M
Advisors Asset Management, Inc. 0.02% Add +53.5% 12,655 $1.1M
Virtue Asset Management LLC 0.88% — 12,540 $1.0M
MRA Advisory Group 0.46% Add +0.1% 12,533 $1.0M
UMB Bank, n.a. 0.02% Add +0.7% 12,454 $1.0M
Mezzasalma Advisors, LLC 0.27% New 12,452 $1.0M
EPG Wealth Management LLC 0.29% Add +1.9% 12,438 $1.0M
Savant Capital, LLC 0.01% Add +11.9% 12,269 $1.0M
Little House Capital LLC 0.24% Add +1.5% 12,264 $1.0M
Stonebrook Private Inc. 0.22% Reduce -23.9% 12,221 $1.0M
Modera Wealth Management, LLC 0.01% Add +3.0% 12,220 $1.0M
Wealth Quarterback LLC 0.39% Add +13.6% 12,189 $1.0M
Campbell & CO Investment Adviser LLC 0.08% New 12,136 $1.0M
Schorn Wealth LLC 0.31% No change 12,042 $1.0M
Nomura Holdings Inc. 0.01% New 11,976 $1000K
STRS Ohio 0.00% Reduce -71.4% 11,941 $997K
AlphaQuest LLC 0.07% Add +58.2% 11,911 $994K
Private Wealth Asset Management, LLC 0.12% No change 11,710 $977K
Confluence Wealth Services, Inc. 0.05% Reduce -42.2% 11,692 $976K
Level Four Advisory Services, LLC 0.03% Reduce -7.3% 11,666 $974K
Entropy Technologies, LP 0.07% Add +62.4% 11,464 $957K
Advisors Capital Management, LLC 0.01% Reduce -4.9% 11,459 $956K
Blue Trust, Inc. 0.01% Reduce -0.6% 11,391 $951K
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +2.2% 11,239 $938K
Atticus Wealth Management, LLC 0.24% Add +28.4% 11,209 $935K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Add +44.4% 11,100 $926K
Bourne Lent Asset Management Inc. 0.33% No change 11,072 $924K
Independent Advisor Alliance 0.02% Add +7.3% 10,966 $915K
Oak Thistle LLC 0.14% New 10,917 $911K
Florida Financial Advisors, LLC 0.28% Add +42.9% 10,909 $911K
Integrated Wealth Concepts LLC 0.01% Reduce -10.1% 10,807 $902K
Peterson Wealth Services 0.22% Reduce -86.5% 1,448 $901K
Elevated Capital Advisors, LLC 0.22% Reduce -8.7% 10,733 $896K
SPC Financial, Inc. 0.07% Reduce -2.4% 10,712 $894K
CI Investments Inc. 0.00% Reduce -18.7% 10,688 $892K
Coldstream Capital Management Inc. 0.01% Add +6.5% 10,570 $882K
Ibex Wealth Advisors 0.08% Add +0.2% 10,546 $880K
San Luis Wealth Advisors LLC 0.16% New 10,500 $876K
Voleon Capital Management LP 0.02% Reduce -62.2% 10,431 $871K
Trivium Point Advisory, LLC 0.09% Reduce -3.7% 10,418 $869K
GTS Securities LLC 0.03% Add +33.0% 10,388 $867K
Johnson Investment Counsel Inc. 0.01% Add +0.2% 10,387 $867K
Personal Cfo Solutions, LLC 0.15% Reduce -1.1% 10,339 $863K
Princeton Global Asset Management LLC 0.14% Reduce -0.6% 10,309 $860K
Cornell Pochily Investment Advisors, Inc. 0.26% Reduce -0.3% 10,299 $860K
Stratos Wealth Partners, LTD. 0.01% Add +2.8% 10,262 $856K
Tounjian Advisory Partners, LLC 0.29% Reduce -53.6% 10,246 $855K
Ostrum Asset Management 0.04% Reduce -34.0% 10,214 $852K
HBK Sorce Advisory LLC 0.02% Add +3.9% 9,984 $846K
Sovereign Financial Group, Inc. 0.16% Add +0.1% 10,046 $838K
Prudential PLC 0.01% Reduce -95.3% 10,030 $837K
NJ State Employees Deferred Compensation Plan 0.09% No change 10,000 $835K
HighPoint Advisor Group LLC 0.04% Add +4.0% 9,876 $824K
Advisory Alpha, LLC 0.02% Add +67.5% 10,100 $824K
Clarity Wealth Advisors, LLC 0.18% Add +0.8% 9,720 $811K
First Manhattan Co. Llc. 0.00% No change 9,690 $809K
Cerro Pacific Wealth Advisors LLC 0.22% Reduce -23.8% 9,662 $806K
Columbia Bank 0.23% Add +0.8% 9,517 $806K
Aviso Financial Inc. 0.03% Add +36.4% 9,649 $805K
Greenleaf Trust 0.01% Add +0.5% 9,639 $804K
Fortis Group Advisors, LLC 0.14% Reduce -0.8% 9,848 $802K
MUFG Securities EMEA plc 0.02% Add +550.8% 9,553 $797K
EntryPoint Capital, LLC 0.30% Add +175.2% 9,429 $787K
Woodmont Investment Counsel LLC 0.05% Reduce -2.2% 9,418 $786K
Crews Bank & Trust 0.11% No change 9,321 $778K
Smallwood Wealth Investment Management, LLC 0.40% No change 9,308 $777K
Coastal Bridge Advisors, LLC 0.06% Reduce -0.8% 9,265 $773K
RTD Financial Advisors, Inc. 0.09% No change 9,230 $770K
Symphony Financial, Ltd. Co. 0.09% Reduce -1.2% 9,367 $769K
Ascentis Independent Advisors 0.13% Reduce -6.3% 9,154 $764K
Merrion Investment Management Co, LLC 0.44% No change 9,150 $764K
IVC Wealth Advisors LLC 0.34% Reduce -15.7% 9,147 $763K
denkapparat Operations GmbH 0.48% New 9,102 $760K
Brighton Jones LLC 0.02% Add +15.4% 9,017 $753K
Cornerstone Advisors, LLC 0.02% No change 9,000 $751K
Cullen Capital Management, LLC 0.01% No change 8,999 $751K
111 Capital 0.14% New 8,935 $746K
LVW Advisors, LLC 0.08% Reduce -0.2% 8,925 $745K
Montecito Bank & Trust 0.12% — 8,909 $744K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.6% 8,895 $743K
Quadrant Capital Group LLC 0.02% Add +1.8% 8,897 $743K
Rakuten Investment Management, Inc. 0.00% — 22,194 $740K
Tectonic Advisors LLC 0.04% Add +1.7% 8,831 $737K
Sagespring Wealth Partners, LLC 0.01% Reduce -23.4% 8,810 $735K
GAMMA Investing LLC 0.04% Add +14.3% 8,802 $735K
NorthCrest Asset Manangement, LLC 0.02% Add +8.1% 9,045 $728K
MAI Capital Management 0.00% Reduce -8.9% 8,698 $726K
Brown Brothers Harriman & Co. 0.00% Add +0.4% 8,609 $719K
First American Trust, FSB 0.05% Add +18.0% 8,539 $713K
Aptus Capital Advisors, LLC 0.01% Reduce -0.9% 8,489 $708K
Prospera Financial Services Inc 0.01% Reduce -2.6% 8,446 $705K
Arete Wealth Advisors, LLC 0.04% Add +2.8% 8,333 $695K
Prime Capital Investment Advisors, LLC 0.01% Add +17.3% 8,313 $694K
Alteri Wealth LLC 0.24% Add +5.1% 8,234 $687K
Armstrong Advisory Group, Inc. 0.05% Reduce -1.5% 8,182 $683K
Brevan Howard Capital Management LP 0.01% Reduce -30.7% 8,102 $676K
Edge Financial Advisors LLC 0.30% Add +154.6% 8,041 $671K
Silvercrest Asset Management Group LLC 0.00% Reduce -1.2% 8,034 $671K
Enhancing Capital LLC 0.49% No change 8,000 $668K
IHT Wealth Management, LLC 0.02% Reduce -0.5% 7,920 $661K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.4% 7,887 $658K
Haven Capital Group, Inc. 0.59% No change 7,890 $658K
Fiduciary Trust Co 0.01% Add +11.8% 7,873 $657K
Perigon Wealth Management, LLC 0.01% Add +2.2% 7,854 $655K
Brookstone Capital Management 0.01% Add +0.4% 7,816 $652K
Signaturefd, LLC 0.01% Add +0.0% 7,768 $648K
Tema ETFs LLC 0.05% New 7,651 $639K
Financial Advisory Partners, LLC 0.18% Reduce -1.9% 7,586 $633K
Balyasny Asset Management L.P. 0.00% No change 7,550 $630K
Wilmington Savings Fund Society, FSB 0.02% Reduce -19.9% 7,525 $628K
Kenora Financial, LLC 0.21% Add +7.8% 7,523 $628K
Aigen Investment Management, LP 0.10% New 7,499 $626K
Fisher Asset Management 0.00% Reduce -35.6% 7,490 $625K
NorthStar Asset Management LLC 0.30% Add +0.4% 7,382 $616K
Probity Advisors, Inc. 0.10% Reduce -12.4% 7,360 $614K
Breakwater Capital Group 0.09% No change 7,343 $613K
Gilbert & Cook, Inc. 0.08% Add +2.1% 7,321 $611K
Howe & Rusling Inc. 0.04% Add +83.0% 7,318 $611K
Syon Capital LLC 0.03% Add +19.5% 7,308 $610K
Able Wealth Management LLC 0.23% Add +1.3% 7,568 $607K
Farringdon Capital, Ltd. 0.15% New 7,260 $606K
Smartleaf Asset Management LLC 0.04% Add +48.0% 7,285 $605K
FineMark National Bank & Trust 0.02% Reduce -7.7% 7,221 $603K
Flow Traders U.S. LLC 0.02% Add +4.3% 7,201 $601K
Wealthspire Advisors, LLC 0.00% Add +121.6% 7,200 $601K
XTX Topco Ltd 0.03% New 7,157 $597K
Calton & Associates, Inc. 0.09% Add +1.3% 7,132 $595K
Paragon Private Wealth Management, LLC 0.19% Add +6.2% 7,029 $587K
Fox Run Management, L.L.C. 0.09% New 7,028 $587K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -14.7% 7,026 $586K
Vise Technologies, Inc. 0.02% Reduce -9.4% 7,023 $586K
Checchi Capital Advisers, LLC 0.04% Reduce -11.1% 6,986 $583K
Center For Asset Management LLC 0.31% Add +4.1% 6,979 $583K
Siemens Fonds Invest GmbH 0.03% Reduce -1.9% 6,956 $581K
Wealthcare Advisory Partners LLC 0.01% Add +4.6% 6,932 $579K
Elevation Point Wealth Partners, LLC 0.04% Add +445.9% 6,905 $576K
B. Riley Wealth Advisors, Inc. 0.03% Add +7.7% 6,898 $576K
Chemistry Wealth Management LLC 0.11% No change 6,881 $574K
Lazard Asset Management LLC 0.00% Add +7.2% 6,873 $574K
Golden State Wealth Management, LLC 0.06% No change 6,870 $573K
Virtu Financial LLC 0.03% New 6,857 $572K
MQS Management LLC 0.33% New 6,820 $569K
Nvwm, LLC 0.13% Reduce -50.8% 6,796 $567K
McGlone Suttner Wealth Management, Inc. 0.08% Add +4.7% 6,781 $566K
Cutler Investment Counsel LLC 0.06% No change 6,768 $565K
Twin Capital Management Inc. 0.07% Reduce -2.6% 6,768 $565K
1620 Investment Advisors, Inc. 0.38% Add +7.1% 6,706 $560K
Mendel Money Management 0.24% Add +0.2% 6,700 $559K
Wesbanco Bank Inc. 0.02% Reduce -28.2% 6,660 $556K
Caldwell Trust Co 0.05% Add +1.4% 6,650 $555K
Sax Wealth Advisors, LLC 0.03% Reduce -1.1% 6,646 $555K
Accurate Wealth Management, LLC 0.07% Add +7.8% 6,645 $548K
Altshuler Shaham Ltd 0.01% Add +33.5% 6,542 $546K
Masso Torrence Wealth Management Inc. 0.23% Add +5.6% 6,538 $546K
D.A. Davidson & Co. 0.00% Add +5.6% 6,491 $542K
Summit Financial, LLC 0.01% Reduce -0.1% 6,483 $541K
Frank, Rimerman Advisors LLC 0.03% Reduce -1.3% 6,483 $541K
Clarius Group, LLC 0.03% Reduce -5.0% 6,455 $539K
Farther Finance Advisors, LLC 0.01% Add +11.4% 6,403 $534K
Essex Financial Services, Inc. 0.03% Reduce -1.7% 6,399 $534K
Brian Low Financial Group, LLC 0.41% Add +2.4% 6,389 $533K
GC Wealth Management RIA, LLC 0.02% Add +99.1% 6,374 $532K
Howard Wealth Management, LLC 0.24% No change 6,274 $524K
SeaCrest Wealth Management, LLC 0.06% Reduce -2.5% 6,396 $523K
Meiji Yasuda Life Insurance Co 0.01% No change 6,208 $518K
Catalyst Funds Management Pty Ltd 0.08% Reduce -58.3% 6,200 $517K
Erste Asset Management GmbH 0.01% Add +4.2% 6,221 $517K
LRI Investments, LLC 0.04% Reduce -21.6% 6,140 $512K
Shufro Rose & Co. LLC 0.04% No change 6,188 $509K
Capital Investment Advisors, LLC 0.01% Add +15.4% 6,100 $509K
Wedmont Private Capital 0.02% Add +0.3% 6,312 $508K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +2.8% 6,066 $506K
Liberty Wealth Management LLC 0.07% Reduce -0.0% 6,013 $502K
Arbor Investment Advisors, LLC 0.06% New 6,000 $501K
Brandywine Oak Private Wealth LLC 0.04% No change 6,000 $501K
Sumitomo Life Insurance Co. 0.02% Reduce -2.4% 5,990 $500K
Moneta Group Investment Advisors LLC 0.00% Add +23.0% 5,973 $498K
Chicago Partners Investment Group LLC 0.01% Add +1.9% 6,126 $498K
Wedbush Securities Inc. 0.02% Add +53.1% 5,945 $496K
Wealth Alliance, LLC 0.05% Reduce -0.1% 5,828 $486K
Heritage Wealth Management, Inc. 0.14% Reduce -1.7% 5,827 $486K
Dividend Assets Capital, LLC 0.09% Reduce -9.3% 5,820 $486K
Federated Hermes, Inc. 0.00% Reduce -4.3% 5,819 $486K
Woodward Diversified Capital, LLC 0.23% Add +0.8% 5,814 $485K
Keybank National Association 0.00% Reduce -37.2% 5,768 $481K
Fiduciary Group, LLC 0.04% No change 5,730 $478K
Bessemer Group Inc. 0.00% Reduce -42.0% 5,696 $476K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.3% 5,648 $471K
PCG Asset Management, LLC 0.38% No change 5,640 $471K
Newman Dignan & Sheerar, Inc. 0.10% Reduce -5.0% 5,617 $469K
Diversified Trust Co. 0.01% Reduce -6.1% 5,608 $468K
CreativeOne Wealth, LLC 0.01% Reduce -5.0% 5,590 $467K
Oxford Financial Group, LTD. LLC 0.03% Add +3.0% 5,565 $464K
Integrity Alliance, Llc. 0.02% Add +2.8% 5,548 $463K
Triad Wealth Partners, LLC 0.06% Add +6.2% 5,528 $461K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +19.5% 5,518 $461K
Riverview Trust Co 0.56% No change 5,515 $460K
Hudock, Inc. 0.07% Reduce -5.7% 5,510 $460K
Palumbo Wealth Management LLC 0.15% Add +0.5% 5,701 $457K
Shell Asset Management Co. 0.05% Reduce -82.9% 5,476 $457K
Snowden Capital Advisors LLC 0.01% Reduce -4.6% 5,444 $454K
Center for Financial Planning, Inc. 0.05% Add +9.3% 5,444 $454K
Baker Avenue Asset Management, LP 0.01% Add +0.3% 5,437 $454K
Boothbay Fund Management, LLC 0.01% Add +116.0% 5,435 $454K
Apella Capital, LLC 0.01% Add +1.2% 5,347 $451K
LSP Investment Advisors, LLC 0.27% No change 5,350 $447K
Los Angeles Capital Management LLC 0.00% No change 5,330 $445K
Element Wealth, LLC 0.19% Add +0.3% 5,321 $444K
Courier Capital LLC 0.03% Add +0.8% 5,297 $442K
Centennial Wealth Advisory LLC 0.12% Add +5.1% 5,298 $442K
Leavell Investment Management, Inc. 0.02% No change 5,277 $440K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -2.8% 5,276 $440K
St Germain D J Co. Inc. 0.02% Reduce -12.1% 5,268 $440K
FORA Capital, LLC 0.08% Reduce -90.5% 5,261 $439K
Argyle Capital Management, LLC 0.15% Reduce -2.3% 5,250 $438K
Keystone Financial Planning, Inc. 0.13% Reduce -5.3% 5,239 $437K
Stock Yards Bank & Trust Co. 0.01% No change 5,238 $437K
Massachusetts Wealth Management 0.22% Add +1.9% 5,225 $436K
Chartist Inc. 0.30% — 5,204 $434K
PDS Planning, Inc 0.03% Add +4.0% 5,179 $432K
Principal Securities, Inc. 0.01% Add +0.1% 5,164 $431K
Crestwood Advisors Group, LLC 0.01% Add +5.3% 5,137 $429K
Fifth Third Wealth Advisors LLC 0.02% Add +11.6% 5,113 $427K
Prasad Wealth Partners, LLC 0.12% Add +0.1% 5,108 $426K
McRae Capital Management Inc. 0.08% No change 5,101 $426K
Vontobel Holding Ltd. 0.00% Add +28.0% 5,088 $425K
Acadian Asset Management LLC 0.00% New 5,072 $422K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 5,043 $421K
Key Financial Inc 0.08% Add +106.6% 5,088 $420K
Regions Financial Corp. 0.00% Add +1.9% 5,024 $419K
Keyes, Stange & Wooten Wealth Management, LLC 0.20% Reduce -0.1% 5,016 $419K
Asset Dedication, LLC 0.03% Add +87.2% 5,011 $418K
Flaharty Asset Management, LLC 0.05% Add +0.1% 5,004 $418K
Gilliland Jeter Wealth Management LLC 0.13% No change 5,001 $417K
Beacon Bank & Trust 0.09% Add +0.8% 4,988 $416K
Northstar Advisory Group, LLC 0.17% No change 4,985 $416K
Segment Wealth Management, LLC 0.02% Add +4.5% 4,959 $414K
International Assets Investment Management, LLC 0.03% No change 4,994 $414K
Smithfield Trust Co 0.02% No change 4,932 $412K
Exencial Wealth Advisors, LLC 0.01% Reduce -2.8% 4,927 $411K
Transcend Capital Advisors, LLC 0.03% Add +2.6% 4,916 $410K
D.B. Root & Company, LLC 0.10% Add +0.3% 4,905 $409K
Ameritas Advisory Services, LLC 0.03% Add +18.8% 4,865 $406K
Cigna Investments Inc. 0.06% No change 4,871 $406K
Fulcrum Capital LLC 0.08% No change 4,809 $401K
Northstar Group, Inc. 0.06% Reduce -15.2% 4,762 $397K
Csenge Advisory Group 0.02% Reduce -31.1% 4,745 $396K
Legacy Advisors, LLC 0.05% — 4,737 $395K
Eastern Bank 0.01% No change 4,705 $393K
Ironwood Investment Counsel, LLC 0.06% Reduce -4.2% 4,695 $392K
WealthPLAN Partners, LLC 0.06% No change 4,671 $390K
NBT Bank, N.A. 0.03% Reduce -18.7% 3,795 $389K
FourThought Financial Partners, LLC 0.03% Add +0.4% 4,624 $386K
Intrua Financial, LLC 0.05% Add +0.6% 4,622 $386K
Ransom Advisory, Ltd 0.17% No change 4,600 $384K
US Asset Management LLC 0.31% Reduce -1.1% 4,553 $380K
Duncker Streett & Co. Inc. 0.07% No change 4,553 $380K
Tableaux LLC 0.15% New 4,552 $380K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.4% 4,549 $380K
Kingsview Wealth Management, LLC 0.01% Reduce -26.9% 4,538 $379K
Flagship Harbor Advisors, LLC 0.02% Add +0.7% 4,535 $379K
Higgins & Schmidt Wealth Strategies LLC 0.19% New 4,532 $378K
Sowell Financial Services LLC 0.01% Add +3.0% 4,525 $378K
Exchange Traded Concepts, LLC 0.00% Add +13.8% 4,516 $377K
Baader Bank Aktiengesellschaft 0.03% Reduce -1.5% 4,496 $375K
Redwood Wealth Management Group, LLC 0.16% Reduce -15.8% 4,494 $375K
Crawford Investment Counsel Inc. 0.01% No change 4,480 $374K
Empirical Asset Management, LLC 0.10% Add +0.7% 4,462 $372K
EagleClaw Capital Managment, LLC 0.05% No change 4,450 $371K
Global Retirement Partners, LLC 0.01% Add +17.5% 4,403 $367K
Roundview Capital LLC 0.02% No change 4,395 $367K
Capital Planning Advisors, LLC 0.05% No change 4,380 $366K
R Squared Ltd 0.16% New 4,322 $361K
First National Bank & Trust Co. of Newtown 0.07% Reduce -3.4% 4,322 $361K
Oxford Asset Management LLP 0.12% New 4,312 $360K
Neville Rodie & Shaw Inc. 0.03% No change 4,284 $358K
Becker Capital Management Inc. 0.01% No change 4,282 $357K
Ignite Planners, LLC 0.06% Add +0.4% 4,273 $357K
Waverly Advisors, LLC 0.00% Reduce -11.8% 4,258 $355K
Welch & Forbes LLC 0.00% No change 4,250 $355K
GM Advisory Group, LLC 0.02% New 4,248 $355K
Whittier Trust Co. 0.00% No change 4,303 $353K
Robertson Stephens Wealth Management, LLC 0.01% Add +70.7% 4,205 $351K
Midwest Trust Co 0.00% Add +0.3% 4,193 $350K
Avior Wealth Management, LLC 0.01% Add +0.3% 4,189 $350K
Brooklyn Investment Group 0.05% Reduce -1.5% 4,177 $349K
Versor Investments LP 0.06% Add +62.0% 4,177 $349K
Trust Point Inc. 0.03% Reduce -5.2% 4,176 $349K
Allegheny Financial Group 0.06% Add +0.1% 4,159 $347K
CRA Financial Services, LLC 0.05% Reduce -0.0% 4,149 $346K
NorthRock Partners, LLC 0.01% Add +17.4% 4,148 $346K
Diversify Advisory Services, LLC 0.01% Reduce -8.4% 4,253 $346K
Mill Creek Capital Advisors, LLC 0.01% No change 4,131 $345K
Legacy Financial Advisors, Inc. 0.05% Reduce -2.9% 4,111 $343K
Select Asset Management & Trust 0.11% No change 4,103 $342K
Qtron Investments LLC 0.04% No change 4,089 $341K
Mather Group, Llc. 0.00% Add +1.6% 4,074 $340K
Quaker Wealth Management, LLC 0.11% Add +0.1% 4,033 $337K
Mark Sheptoff Financial Planning, LLC 0.16% No change 4,000 $334K
NFSG Corp 0.05% Reduce -4.5% 4,000 $334K
Ausdal Financial Partners, Inc. 0.02% Add +16.9% 3,999 $334K
Private Trust Co. NA 0.03% Add +10.1% 3,994 $333K
Bogart Wealth, LLC 0.01% Add +417.6% 3,991 $333K
Luken Investment Analytics, LLC 0.13% No change 3,989 $333K
Invera Wealth Advisors, LLC 0.20% Reduce -0.1% 3,963 $331K
Hazlett, Burt & Watson, Inc. 0.12% No change 3,945 $330K
Revolve Wealth Partners, LLC 0.04% Add +0.7% 3,870 $323K
Simplicity Wealth,LLC 0.02% Reduce -34.4% 3,861 $322K
Trust Co. of Vermont 0.01% Reduce -7.2% 3,860 $322K
Saxon Interests, Inc. 0.13% Add +8.6% 3,896 $321K
Allianz SE 0.01% No change 3,830 $320K
RiverFront Investment Group, LLC 0.01% No change 3,822 $319K
Retirement Planning Group, LLC 0.01% Add +0.5% 3,795 $317K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -0.8% 3,791 $316K
Cassaday & Co Wealth Management LLC 0.01% No change 3,786 $316K
Ingalls & Snyder LLC 0.01% No change 3,771 $315K
Rwa Wealth Partners, LLC 0.00% Add +1.2% 3,769 $315K
HM Payson & Co. 0.00% Add +3.3% 3,755 $313K
Mystic Asset Management, Inc. 0.07% No change 3,744 $312K
Summit Investment Advisory Services, LLC 0.12% No change 3,701 $309K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% Reduce -2.4% 3,685 $308K
Counterpoint Mutual Funds LLC 0.02% New 3,683 $307K
Austin Private Wealth, LLC 0.02% Add +9.7% 3,668 $306K
Towercrest Capital Management 0.05% No change 3,652 $305K
Single Point Partners, LLC 0.06% No change 3,645 $304K
Hanson & Doremus Investment Management 0.04% Add +49.7% 3,645 $304K
Truvestments Capital LLC 0.05% Reduce -1.8% 3,638 $304K
Foster & Motley Inc. 0.02% Add +0.8% 3,634 $303K
Evergreen Capital Management LLC 0.01% Add +16.2% 3,629 $303K
Everett Harris & Co. 0.00% No change 3,625 $303K
Kahn Brothers Group Inc. 0.06% No change 3,624 $302K
Rexford Capital Inc. 0.23% Add +2.8% 3,623 $302K
Ledyard National Bank 0.03% Reduce -0.3% 3,604 $301K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 3,601 $301K
Clark Capital Management Group, Inc. 0.00% Add +27.8% 3,590 $300K
Parallel Advisors, LLC 0.01% Add +12.3% 3,578 $299K
Requisite Capital Management, LLC 0.05% New 3,577 $299K
Spire Wealth Management 0.01% Add +2.6% 3,561 $297K
Chesapeake Wealth Management 0.09% No change 3,547 $296K
Mitchell & Pahl Private Wealth, LLC 0.12% Reduce -3.9% 3,513 $293K
NCM Capital Management, LLC 0.11% No change 3,512 $293K
Conning Inc. 0.01% No change 3,510 $293K
WFA of San Diego, LLC 0.20% No change 3,500 $292K
First Citizens Bank & Trust Co. 0.01% Add +14.8% 3,495 $292K
Rosenberg Matthew Hamilton 0.06% Add +3.6% 3,487 $291K
Panagora Asset Management Inc. 0.00% Reduce -62.1% 3,474 $290K
High Falls Advisors, Inc 0.06% Reduce -2.7% 3,447 $288K
Eagle Wealth Strategies LLC 0.14% Add +7.8% 3,445 $288K
Continuum Advisory, LLC 0.03% Reduce -1.7% 3,409 $284K
FLC Capital Advisors 0.06% No change 3,400 $284K
Compass Financial Group, INC 0.04% Add +0.3% 3,394 $283K
Pegasus Asset Management, Inc. 0.09% No change 3,387 $283K
Raleigh Capital Management Inc. 0.11% Reduce -8.4% 3,380 $282K
Guyasuta Investment Advisors Inc. 0.02% No change 3,379 $282K
Capital Analysts, LLC 0.01% Add +899.1% 3,387 $282K
Philadelphia Trust Co. 0.02% No change 3,366 $281K
NewEdge Wealth, LLC 0.00% Reduce -20.7% 3,515 $281K
Ballentine Partners, LLC 0.00% Reduce -1.3% 3,361 $281K
CX Institutional 0.01% Add +1.2% 3,336 $278K
Sterling Financial Planning, Inc. 0.09% No change 3,331 $278K
Severin Investments, LLC 0.25% Add +1.1% 3,314 $277K
Williams Jones Wealth Management, LLC. 0.00% No change 3,295 $275K
SVB Wealth LLC 0.01% Reduce -0.7% 3,287 $274K
Pitcairn Co. 0.02% Reduce -11.2% 3,274 $273K
Carret Asset Management, LLC 0.03% No change 3,272 $273K
Walled Lake Planning & Wealth Management, LLC 0.09% Add +0.7% 3,270 $273K
National Wealth Management Group, LLC 0.10% Reduce -18.7% 3,255 $272K
Alliance Wealth Management Group 0.06% No change 3,252 $271K
Wolverine Trading, LLC 0.01% Add +31.4% 3,267 $271K
Innova Wealth Partners 0.15% No change 3,250 $271K
Sig Brokerage, LP 0.07% New 3,247 $271K
Moneco Advisors, LLC 0.02% Reduce -0.7% 3,246 $271K
HCR Wealth Advisors 0.03% Reduce -0.1% 3,319 $271K
Atlantic Union Bankshares Corp 0.01% Add +9.2% 3,239 $270K
AlTi Global, Inc. 0.01% Reduce -12.6% 3,240 $270K
Ruggaard & Associates LLC 0.10% No change 3,233 $270K
EverSource Wealth Advisors, LLC 0.01% Add +3.0% 3,184 $266K
HUB Investment Partners, LLC 0.01% New 3,178 $265K
Cary Street Partners Financial LLC 0.01% Add +11.1% 3,167 $264K
Joel Isaacson & Co., LLC 0.01% New 3,167 $264K
Kelly Financial Services LLC 0.07% No change 3,163 $264K
First Western Trust Bank 0.01% Reduce -0.3% 3,157 $263K
Trustmark Bank Trust Department 0.02% No change 3,152 $263K
Magnus Financial Group LLC 0.02% Reduce -2.8% 3,151 $263K
Onyx Bridge Wealth Group LLC 0.03% Add +1.8% 3,150 $263K
Patton Fund Management, Inc. 0.05% Reduce -87.0% 3,148 $263K
SlateStone Wealth, LLC 0.02% No change 3,135 $262K
UNIVEST FINANCIAL Corp 0.01% Reduce -0.8% 3,138 $262K
RNC Capital Management LLC 0.01% No change 3,137 $262K
Optimize Financial Inc. 0.14% New 3,111 $260K
Stewardship Advisors, LLC 0.06% Reduce -0.0% 3,108 $259K
BLB&B Advisors, LLC 0.01% No change 3,106 $259K
Byrne Asset Management LLC 0.19% New 3,100 $259K
one8zero8, LLC 0.06% No change 3,100 $259K
Calamos Wealth Management LLC 0.01% New 3,090 $258K
Carnegie Lake Advisors LLC 0.10% No change 3,086 $258K
FIL Ltd 0.00% Reduce -95.5% 3,062 $256K
Certuity, LLC 0.02% Add +16.5% 3,054 $255K
Private Wealth Management Group, LLC 0.07% Add +0.6% 3,052 $255K
West Bancorporation Inc. 0.14% No change 3,039 $254K
Bull Street Advisors, LLC 0.12% No change 3,036 $253K
Valeo Financial Advisors, LLC 0.01% Reduce -19.1% 3,023 $252K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -5.8% 3,016 $252K
Grove Bank & Trust 0.03% Reduce -5.4% 3,011 $251K
Webster Bank, N. A. 0.02% No change 3,000 $250K
StoneX Group Inc. 0.01% New 2,997 $250K
Thoma Capital Management LLC 0.14% No change 2,997 $250K
SOL Capital Management CO 0.02% No change 3,000 $250K
Childress Capital Advisors, LLC 0.04% New 2,951 $246K
RFG Advisory, LLC 0.01% Add +11.2% 2,938 $245K
IFG Advisory, LLC 0.01% Add +0.2% 2,928 $244K
Wealth Alliance Advisory Group, LLC 0.04% No change 2,922 $244K
AlphaCore Capital LLC 0.01% Add +107.4% 2,910 $243K
Baldwin Investment Management, LLC 0.03% No change 2,900 $242K
CENTRAL TRUST Co 0.01% Add +1.4% 2,897 $242K
Carnegie Investment Counsel 0.00% No change 2,889 $241K
Atlanta Consulting Group Advisors, LLC 0.06% Add +7.8% 2,874 $240K
International Private Wealth Advisors LLC 0.15% Reduce -11.6% 2,873 $240K
PFG Advisors 0.01% New 2,869 $239K
Abundance Wealth Counselors 0.04% No change 2,855 $238K
LexAurum Advisors, LLC 0.03% Add +0.7% 2,844 $237K
WealthTrust Axiom LLC 0.06% No change 2,844 $237K
Schnieders Capital Management, Llc. 0.04% — 2,831 $236K
Sage Private Wealth Group, LLC 0.13% Add +4.9% 2,831 $236K
Compound Planning, Inc. 0.01% Add +7.5% 2,820 $235K
Birch Financial Group, LLC 0.14% Reduce -0.8% 2,816 $235K
Pinion Investment Advisors, LLC 0.06% Reduce -2.4% 2,815 $234K
Bernardo Wealth Planning LLC 0.05% Add +0.5% 2,803 $234K
Advisor OS, LLC 0.02% Reduce -0.9% 2,800 $234K
Hickory Point Bank & Trust 0.17% Reduce -1.2% 2,792 $233K
Beaton Management Co. Inc. 0.11% No change 2,792 $233K
DAVENPORT & Co LLC 0.00% Add +9.6% 2,783 $232K
LaSalle St. Investment Advisors, LLC 0.04% No change 2,760 $230K
Aaron Wealth Advisors LLC 0.01% New 2,744 $229K
Flputnam Investment Management Co. 0.00% No change 2,730 $228K
Spectrum Wealth Advisory Group, LLC 0.09% Add +4.8% 2,730 $228K
Jeppson Wealth Management, LLC 0.07% Reduce -0.9% 2,725 $227K
Gladstone Institutional Advisory LLC 0.01% Reduce -3.8% 2,715 $227K
Verity Asset Management, Inc. 0.07% No change 2,710 $226K
Radnor Capital Management, LLC 0.03% New 2,693 $225K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.8% 2,692 $225K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -1.9% 2,691 $225K
Morton Capital Management LLC 0.04% No change 2,674 $223K
Berman McAleer LLC 0.03% — 2,673 $223K
Longboard Asset Management, LP 0.36% No change 2,669 $223K
Alta Advisers Ltd 0.07% No change 2,664 $222K
Cidel Asset Management Inc. 0.01% No change 2,660 $222K
Summit Wealth Group LLC / Co. 0.02% New 2,032 $221K
Ferguson Wellman Capital Management, Inc. 0.00% Add +1.5% 2,645 $221K
Douglas Lane & Associates, LLC 0.00% New 2,625 $219K
Procyon Advisors, LLC 0.01% Add +1.4% 2,608 $218K
Marion Wealth Management 0.05% No change 2,600 $217K
L2 Asset Management, LLC 0.03% New 2,600 $217K
BOS Asset Management, LLC 0.06% No change 2,598 $217K
Cypress Wealth Services, LLC 0.04% Add +0.2% 2,597 $217K
Grantvest Financial Group LLC 0.15% Add +2.0% 2,596 $217K
Sovran Advisors, LLC 0.02% New 2,674 $216K
Nikulski Financial, Inc. 0.05% No change 2,586 $216K
Clearstead Advisors, LLC 0.00% Add +1.7% 2,584 $216K
Cambridge Financial Group, LLC 0.07% No change 2,577 $215K
Trust Co. of Toledo NA 0.02% No change 2,574 $215K
Ethos Financial Group, LLC 0.02% Reduce -0.8% 2,572 $215K
Braun-Bostich & Associates Inc. 0.13% Reduce -0.5% 2,562 $214K
Meridian Wealth Partners, LLC 0.03% Add +6.0% 2,559 $214K
SteelPeak Wealth, LLC 0.01% New 2,550 $213K
Gateway Investment Advisers LLC 0.00% Add +3.0% 2,542 $212K
Keel Point, LLC 0.01% Reduce -5.5% 2,534 $212K
Caxton Associates LLP 0.01% New 2,522 $210K
Modern Wealth Management, LLC 0.00% New 2,517 $210K
Iams Wealth Management, LLC 0.08% New 2,510 $209K
Treasure Coast Financial Planning 0.12% No change 2,500 $209K
Asset Management Group, Inc. 0.03% Add +0.8% 2,490 $208K
Master's Wealth Management Inc. 0.09% Add +2.5% 2,453 $205K
O'Brien Greene & Co. Inc 0.06% Reduce -2.3% 2,450 $204K
Fortem Financial Group, LLC 0.06% Reduce -19.7% 2,444 $204K
Chancellor Financial Group WB LP 0.14% No change 2,441 $204K
Capital Investment Advisory Services, LLC 0.02% Add +0.0% 2,419 $202K
Pennsylvania Capital Management Inc. 0.06% Add +1.0% 2,414 $201K
Cannon Financial Strategists, Inc. 0.03% Reduce -48.9% 2,410 $201K
Manchester Capital Management LLC 0.03% Add +1.9% 2,405 $201K
North Star Investment Management Corp. 0.01% Add +0.3% 2,399 $200K
Pines Wealth Management, LLC 0.07% New 2,398 $200K
Auxano Advisors, LLC 0.04% Add +0.1% 2,397 $200K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -10.6% 2,387 $199K
Silver Oak Securities, Incorporated 0.01% Reduce -1.3% 2,362 $197K
ESL Trust Services, LLC 0.04% No change 2,332 $195K
TD Private Client Wealth LLC 0.00% Add +12.2% 2,296 $192K
Aspect Partners, LLC 0.09% No change 2,294 $191K
Rossby Financial, LCC 0.06% Add +5.5% 2,311 $191K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,219 $185K
Global Trust Asset Management, LLC 0.08% No change 2,168 $181K
Lowe Wealth Advisors, LLC 0.06% No change 2,044 $171K
Larson Financial Group LLC 0.01% Add +30.8% 2,014 $168K
Motco 0.02% No change 1,993 $166K
Richardson Financial Services Inc. 0.10% Reduce -6.1% 1,990 $166K
Geneos Wealth Management Inc. 0.00% Reduce -53.6% 1,953 $163K
Archer Investment Corp 0.04% Add +0.1% 1,913 $160K
Valley National Advisers Inc. 0.02% No change 1,817 $151K
Westfuller Advisors, LLC 0.07% New 1,795 $150K
Catalyst Capital Advisors LLC 0.00% Add +27.8% 1,738 $145K
Flagship Wealth Advisors, LLC 0.05% No change 1,706 $142K
Cromwell Holdings LLC 0.07% No change 1,617 $135K
Kelleher Financial Advisors 0.03% New 1,598 $133K
St. Johns Investment Management Company, LLC 0.05% No change 1,500 $125K
Centaurus Financial, Inc. 0.01% Reduce -36.8% 1,477 $123K
City State Bank 0.03% No change 1,401 $117K
Quent Capital, LLC 0.01% New 1,399 $117K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,405 $115K
TD Waterhouse Canada Inc. 0.00% Reduce -38.5% 1,376 $114K
Ameriflex Group, Inc. 0.04% Add +694.1% 1,358 $113K
CYBER HORNET ETFs LLC 0.07% Add +3.7% 1,357 $113K
Hurley Capital, LLC 0.06% Add +0.4% 1,348 $113K
Parkside Financial Bank & Trust 0.01% Add +2.1% 1,330 $111K
Ofi Invest Asset Management 0.00% Add +24.4% 1,557 $111K
Strategic Investment Solutions, Inc. 0.03% No change 1,316 $110K
JFS Wealth Advisors, LLC 0.01% Reduce -0.5% 1,265 $106K
Sentry Investment Management LLC 0.07% Reduce -17.3% 1,286 $105K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 1,255 $105K
Salem Investment Counselors Inc. 0.00% Add +9.6% 1,226 $102K
Optimum Investment Advisors 0.04% No change 1,200 $100K
Prudent Man Investment Management, Inc. 0.05% No change 1,134 $96K
Financial Consulate, Inc. 0.01% New 1,145 $96K
GHP Investment Advisors, Inc. 0.00% Add +0.5% 1,133 $95K
Hager Investment Management Services, LLC 0.05% No change 1,123 $94K
SouthState Bank Corp 0.00% Reduce -56.0% 1,119 $93K
Harbour Investments, Inc. 0.00% Add +1.5% 1,104 $92K
Montag A & Associates Inc. 0.00% No change 1,067 $89K
Murphy & Mullick Capital Management Corp 0.07% No change 1,054 $88K
Pittenger & Anderson Inc. 0.00% No change 1,026 $86K
CoreCap Advisors, LLC 0.00% Reduce -7.6% 1,025 $86K
Anchor Investment Management, LLC 0.01% No change 1,016 $85K
United Community Bank 0.03% Reduce -17.3% 1,011 $84K
Rothschild Investment LLC 0.00% Reduce -17.5% 1,006 $84K
REAP Financial Group, LLC 0.02% Add +18.1% 1,003 $84K
Vision Financial Markets LLC 0.07% No change 1,000 $83K
GW&K Investment Management, LLC 0.00% Reduce -2.8% 961 $80K
Tsfg, LLC 0.01% No change 944 $79K
MTM Investment Management, LLC 0.03% Add +0.8% 941 $79K
Root Financial Partners, LLC 0.00% New 940 $78K
Washington Trust Advisors, Inc. 0.01% No change 927 $77K
Silvant Capital Management LLC 0.00% No change 910 $76K
Carolina Wealth Advisors, LLC 0.03% No change 900 $75K
Wellington Shields & Co., LLC 0.02% No change 900 $75K
Wellington Shields Capital Management, LLC 0.01% No change 900 $75K
Kimelman & Baird, LLC 0.01% No change 900 $75K
CoreFirst Bank & Trust 0.04% No change 864 $72K
Summit Securities Group LLC 0.02% Add +155.7% 859 $72K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -8.7% 822 $69K
JNBA Financial Advisors 0.01% No change 800 $67K
Reyes Financial Architecture, Inc. 0.05% No change 798 $67K
Quarry LP 0.02% New 780 $65K
Albion Financial Group 0.00% Add +215.4% 776 $65K
Loomis Sayles & Co. L P 0.00% No change 760 $63K
PFS Partners, LLC 0.03% Add +0.1% 749 $63K
Gen-Wealth Partners Inc 0.02% Reduce -10.6% 738 $62K
McIlrath & Eck, LLC 0.01% Reduce -10.3% 735 $61K
Country Trust Bank 0.00% No change 735 $61K
MV Capital Management, Inc. 0.01% No change 726 $61K
AdvisorNet Financial, Inc 0.00% Add +1.6% 718 $60K
S&T Bank 0.02% Reduce -1.9% 713 $60K
Blue Bell Private Wealth Management, LLC 0.01% No change 695 $58K
Brown, Lisle/Cummings, Inc. 0.01% No change 683 $57K
Deseret Mutual Benefit Administrators 0.02% No change 677 $57K
Financial Life Planners 0.04% New 672 $56K
Legacy Wealth Managment, LLC 0.03% No change 666 $56K
Peoples Financial Services Corp. 0.03% No change 664 $55K
Versant Capital Management, Inc 0.01% Reduce -29.4% 654 $55K
Caitong International Asset Management Co., Ltd 0.04% New 642 $54K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 640 $53K
Cary Street Partners Investment Advisory LLC 0.02% Add +13.5% 614 $51K
Centerpoint Advisors, LLC 0.02% No change 617 $51K
Gables Capital Management Inc. 0.02% No change 600 $50K
Colonial Trust Advisors 0.00% No change 600 $50K
Ramirez Asset Management, Inc. 0.01% No change 583 $49K
MCF Advisors LLC 0.00% No change 581 $48K
Colonial Trust Co / SC 0.01% Add +26.8% 573 $48K
Toth Financial Advisory Corp. 0.01% No change 560 $47K
Tower View Wealth Management LLC 0.02% Reduce -17.4% 557 $46K
Costello Asset Management, INC 0.02% Add +0.2% 540 $45K
Capital Advisors, Ltd. LLC 0.01% No change 533 $44K
CGC Financial Services, LLC 0.01% Add +98.5% 520 $43K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 519 $43K
Leonteq Securities AG 0.00% Reduce -47.6% 508 $42K
VSM Wealth Advisory, LLC 0.01% Reduce -28.3% 502 $42K
Robinswood Financial LLC 0.01% New 501 $42K
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% No change 493 $41K
Harbor Investment Advisory, LLC 0.00% No change 489 $41K
First Community Trust NA 0.03% No change 488 $41K
Hemington Wealth Management 0.01% Add +5.4% 489 $40K
CBIZ Investment Advisory Services, LLC 0.00% No change 478 $40K
Birchbrook, Inc. 0.02% No change 466 $39K
Millstone Evans Group, LLC 0.02% Reduce -31.9% 454 $38K
Steigerwald, Gordon & Koch Inc. 0.00% New 450 $38K
Boyd Watterson Asset Management LLC 0.01% No change 448 $37K
SOA Wealth Advisors, LLC. 0.01% No change 430 $36K
Bellevue Asset Management, LLC 0.02% Add +0.7% 427 $36K
First Command Advisory Services, Inc. 0.00% No change 412 $34K
Cranbrook Wealth Management, LLC 0.01% No change 400 $33K
Nemes Rush Group LLC 0.00% No change 400 $33K
Wealth Preservation Advisors, LLC 0.02% No change 399 $33K
Estabrook Capital Management 0.00% No change 373 $31K
Sunbelt Securities, Inc. 0.00% Add +40.7% 370 $31K
GoalVest Advisory LLC 0.01% No change 360 $30K
Covestor Ltd 0.02% Reduce -8.7% 358 $30K
SBI Securities Co., Ltd. 0.00% Add +38.4% 357 $30K
Farmers & Merchants Investments Inc. 0.00% No change 340 $28K
Avion Wealth 0.01% Add +3.7% 336 $28K
Groupe la Francaise 0.00% Reduce -92.4% 334 $28K
Keener Financial Planning LLC 0.01% No change 332 $27K
Cedar Mountain Advisors, LLC 0.01% New 319 $27K
Fairman Group, LLC 0.02% No change 318 $27K
TD Capital Management LLC 0.00% Add +0.6% 318 $27K
Syntax Research, Inc. 0.02% No change 315 $26K
Pacific Center for Financial Services 0.01% No change 314 $26K
ORG Partners LLC 0.00% Add +11.0% 313 $26K
Chapman Financial Group, LLC 0.02% No change 300 $25K
Concord Wealth Partners 0.00% No change 300 $25K
Palisade Asset Management, LLC 0.00% New 289 $24K
Rise Advisors, LLC 0.01% Reduce -23.1% 286 $24K
CVA Family Office, LLC 0.00% Add +45.3% 276 $23K
Sound Income Strategies, LLC 0.00% Add +16.3% 278 $23K
BankPlus Trust Department 0.01% No change 250 $21K
Bartlett & Co. Wealth Management LLC 0.00% Add +15.3% 234 $20K
Westside Investment Management, Inc. 0.00% Add +100.0% 232 $19K
Hopwood Financial Services, Inc. 0.01% No change 227 $19K
Zions Bancorporation, National Association 0.00% Reduce -65.0% 223 $19K
Roxbury Financial LLC 0.02% No change 223 $19K
Pinnacle Bancorp, Inc. 0.01% No change 221 $18K
Meeder Asset Management Inc. 0.00% New 214 $18K
Salomon & Ludwin, LLC 0.00% New 217 $18K
Financial Perspectives, Inc 0.00% No change 209 $17K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -9.0% 212 $17K
Midwest Capital Advisors, LLC 0.01% No change 201 $17K
Rakuten Securities, Inc. 0.01% No change 201 $17K
Peck Wealth Management, LLC 0.02% — 200 $17K
Asset Planning,Inc 0.01% No change 200 $17K
Rialto Wealth Management, LLC 0.00% Add +1.0% 197 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 195 $16K
Retirement Wealth Solutions LLC 0.01% Add +0.6% 184 $15K
Ancora Advisors LLC 0.00% No change 183 $15K
Fortitude Family Office, LLC 0.00% No change 182 $15K
Financial Management Professionals, Inc. 0.00% Reduce -1.1% 176 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 168 $14K
Grey Fox Wealth Advisors, LLC 0.00% New 150 $12K
Physician Wealth Advisors, Inc. 0.00% Add +495.8% 143 $12K
Bank & Trust Co 0.01% No change 141 $12K
Johnson Financial Group, Inc. 0.00% Add +172.0% 136 $11K
Park Place Capital Corp 0.00% No change 134 $11K
Adirondack Trust Co. 0.00% No change 131 $11K
DT Investment Partners, LLC 0.00% No change 122 $10K
Horizon Bancorp Inc. 0.00% No change 120 $10K
Heritage Wealth Advisors 0.00% Add +0.8% 118 $10K
Transamerica Financial Advisors, LLC 0.00% Add +3600.0% 111 $9K
Howard Hughes Medical Institute 0.01% No change 107 $9K
Operose Advisors LLC 0.00% No change 100 $8K
Quest 10 Wealth Builders, Inc. 0.01% Add +26.9% 99 $8K
Sachetta, LLC 0.00% No change 96 $8K
Horizon Financial Services, LLC 0.00% New 92 $8K
TruNorth Capital Management, LLC 0.00% No change 92 $8K
Bell Investment Advisors, Inc 0.00% Reduce -16.7% 90 $8K
Wolff Wiese Magana LLC 0.00% No change 79 $7K
Anfield Capital Management, LLC 0.00% No change 79 $7K
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
Holos Integrated Wealth LLC 0.00% No change 70 $6K
Raffa Wealth Management, LLC 0.00% Add +15.5% 67 $6K
Delta Asset Management LLC 0.00% No change 60 $5K
True Wealth Design, LLC 0.00% Add +38.1% 58 $5K
Activest Wealth Management 0.00% Add +13.7% 58 $5K
Logan Capital Management Inc. 0.00% Add +1.8% 57 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 55 $5K
CNB Bank 0.00% No change 54 $5K
Chesapeake Asset Management LLC 0.00% No change 54 $5K
Abound Wealth Management 0.00% No change 52 $4K
Provenance Wealth Advisors, LLC 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
Dunhill Financial, LLC 0.00% Add +2.5% 41 $3K
Elevation Wealth Partners, LLC 0.00% New 37 $3K
Marquette Asset Management, LLC 0.00% New 37 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 37 $3K
Measured Wealth Private Client Group, LLC 0.00% New 36 $3K
Cloud Capital Management, LLC 0.00% New 41 $3K
Penserra Capital Management LLC 0.00% No change 42 $3K
Bare Financial Services, Inc 0.00% No change 34 $3K
Medallion Wealth Advisors, LLC 0.00% No change 33 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 27 $2K
Valued Wealth Advisors LLC 0.00% No change 26 $2K
Nova Wealth Management, Inc. 0.00% No change 25 $2K
Hughes Financial Services, LLC 0.00% Reduce -19.4% 25 $2K
Clarity Asset Management, Inc. 0.00% New 24 $2K
Clark Wealth Partners 0.00% New 25 $2K
Tobam 0.00% No change 19 $2K
Core Alternative Capital 0.00% No change 23 $2K
WestEnd Advisors, LLC 0.00% New 23 $2K
Principia Wealth Advisory, LLC 0.00% Add +10.0% 22 $2K
Clearstead Trust, LLC 0.00% Reduce -92.7% 21 $2K
Kilter Group LLC 0.00% No change 20 $2K
TFC Financial Management, Inc. 0.00% No change 19 $2K
Trifecta Capital Advisors, LLC 0.00% No change 18 $2K
Binnacle Investments Inc 0.00% No change 17 $1K
SJS Investment Consulting Inc. 0.00% No change 16 $1K
Essential Partners LLC 0.00% Add +36.4% 15 $1K
WPG Advisers, LLC 0.00% No change 14 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 14 $1K
Wealth Watch Advisors, INC 0.00% New 13 $1K
Tortoise Investment Management, LLC 0.00% Add +37.5% 11 $918
Turning Point Benefit Group, Inc. 0.00% New 11 $908
HFM Investment Advisors, LLC 0.00% Reduce -9.1% 10 $835
Plante Moran Financial Advisors, LLC 0.00% New 10 $835
Cape Investment Advisory, Inc. 0.00% New 9 $751
Chelsea Counsel Co. 0.00% New 8 $668
Dogwood Wealth Management LLC 0.00% New 7 $584
Stone House Investment Management, LLC 0.00% New 7 $584
Cornerstone Planning Group LLC 0.00% Reduce -97.5% 288 $507
Winnacle Wealth LLC 0.00% New 6 $504
American Capital Advisory, LLC 0.00% No change 6 $501
Strengthening Families & Communities, LLC 0.00% New 5 $423
Seneschal Advisors, LLC 0.00% New 5 $418
IMA Advisory Services, Inc. 0.00% No change 5 $417
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 4 $334
Highline Wealth Partners LLC 0.00% No change 3 $250
DecisionPoint Financial, LLC 0.00% No change 3 $248
GPS Wealth Strategies Group, LLC 0.00% No change 2 $167

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