ProgressivePGR

13F holders, Q2 2026 (June 30)
1,828holders +52
177new positions
124sold out
15famous investors
$218.02avg. 13F price*

At the end of Q2 2026, 1,828 institutions reported holding Progressive Corp. (PGR) in their 13F filings, up 52 from Q1 2026. 177 opened new positions and 124 sold out. The largest holders were BlackRock, Inc. ($10.5B), Vanguard Capital Management LLC ($8.3B) and Capital Research Global Investors ($5.8B). 15 famous investors held it, including Francois Rochon (4.0% of Giverny Capital's portfolio), Tom Gayner (1.3% of Markel Group's portfolio) and Bruce Berkowitz (1.1% of Fairholme Capital Management's portfolio).

Company
Progressive Corp.
Sector
Finance
CUSIP
743315103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions177$662.0M
Exits124$539.5M

All 13F filers, Q1 2026 → Q2 2026: 32,081,911 shares bought and 41,575,695 shares sold, net −9,493,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,828 holders

BlackRock, Inc. 0.16% Reduce -8.2% 48,048,848 $10.5B
Vanguard Capital Management LLC 0.18% Add +0.1% 38,148,192 $8.3B
Capital Research Global Investors 0.81% Add +17.6% 26,549,107 $5.8B
State Street Corp. 0.17% Add +2.5% 26,526,959 $5.8B
Geode Capital Management, LLC 0.20% Add +4.6% 17,009,978 $3.7B
Capital World Investors 0.32% Reduce -11.9% 12,490,946 $2.7B
Bank of America Corp. 0.17% Reduce -4.6% 12,278,975 $2.7B
Vanguard Portfolio Management LLC 0.12% Reduce -0.1% 11,686,468 $2.6B
FMR LLC 0.11% Add +43.2% 11,213,445 $2.4B
JPMorgan Chase & Co. 0.13% Reduce -15.1% 10,295,927 $2.3B
Morgan Stanley 0.11% Add +5.3% 9,313,526 $2.0B
Norges Bank 0.19% — 8,647,114 $1.9B
Alliancebernstein L.P. 0.60% Reduce -9.7% 9,178,776 $1.8B
Capital International Investors 0.35% Reduce -12.7% 7,704,091 $1.7B
Massachusetts Financial Services Co. 0.53% Reduce -36.7% 7,663,770 $1.7B
GQG Partners LLC 2.86% Reduce -22.9% 7,043,101 $1.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.27% Add +6.4% 6,784,205 $1.5B
Arrowstreet Capital, Limited Partnership 0.59% Add +128.7% 6,092,628 $1.3B
Northern Trust Corp. 0.15% Reduce -1.1% 5,776,119 $1.3B
Wellington Management Group LLP 0.22% Reduce -11.6% 5,729,113 $1.3B
Artisan Partners Limited Partnership 1.83% Reduce -1.5% 5,132,462 $1.1B
T. Rowe Price Associates Inc. 0.11% Reduce -0.3% 5,126,343 $1.1B
Goldman Sachs Group Inc. 0.12% Reduce -0.9% 5,056,352 $1.1B
Deutsche Bank AG 0.32% Add +4.3% 5,030,160 $1.1B
Charles Schwab Investment Management Inc. 0.14% Add +8.1% 4,783,863 $1.0B
FIL Ltd 0.71% Reduce -3.1% 4,522,120 $987.9M
Baird Financial Group, Inc. 1.32% Add +6.5% 4,410,275 $963.4M
Jupiter Topco LLC 0.38% — 4,281,720 $935.2M
Legal & General Group Plc 0.18% Reduce -7.0% 4,007,622 $875.5M
Invesco Ltd. 0.07% Add +5.9% 3,881,425 $847.9M
Franklin Resources Inc. 0.19% Add +55.1% 3,864,672 $844.2M
Vanguard Fiduciary Trust Co. 0.16% Reduce -0.7% 3,280,259 $716.6M
Two Sigma Investments, LP 0.52% Reduce -14.1% 3,030,604 $662.0M
Bank of New York Mellon Corp 0.11% Reduce -0.2% 3,016,504 $659.0M
Royal Bank of Canada 0.10% Add +18.7% 2,836,952 $619.7M
Dimensional Fund Advisors LP 0.10% Add +1.9% 2,445,102 $534.2M
Fayez Sarofim & Co 1.23% Reduce -2.6% 2,399,296 $524.1M
UBS Group AG 0.08% Reduce -18.9% 2,366,933 $517.1M
Nuveen, LLC 0.12% Reduce -11.7% 2,328,377 $508.6M
Caisse de depot et placement du Quebec 0.70% Add +36.9% 2,251,862 $491.9M
Brown Advisory Inc. 0.75% Add +42.9% 2,214,156 $483.7M
Marshfield Associates 11.03% Reduce -12.3% 2,153,186 $470.4M
Envestnet Asset Management Inc. 0.11% Add +1.0% 2,108,462 $460.6M
Life Cycle Investment Partners Ltd 2.02% Add +28.1% 1,985,189 $433.7M
BNP Paribas Financial Markets 0.22% Reduce -25.4% 1,934,888 $422.7M
American Century Companies Inc. 0.18% Add +20.5% 1,813,667 $396.2M
Barclays PLC 0.12% Reduce -36.9% 1,784,101 $389.7M
Amundi 0.09% Add +7.4% 1,678,390 $366.6M
Swiss National Bank 0.19% Reduce -4.1% 1,649,900 $360.4M
London Co. of Virginia 1.93% Reduce -2.9% 1,548,853 $338.4M
Neuberger Berman Group LLC 0.22% Reduce -12.1% 1,493,800 $326.5M
Boston Partners 0.29% Add +13097.5% 1,487,621 $325.0M
Sumitomo Mitsui Trust Group, Inc. 0.18% Add +3.6% 1,481,427 $323.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.18% Add +7.9% 1,477,250 $322.7M
Allianz Asset Management GmbH 0.30% Add +278.9% 1,464,948 $320.0M
AQR Capital Management 0.11% Reduce -39.9% 1,445,012 $315.7M
HSBC Holdings PLC 0.15% Add +5.9% 1,418,642 $310.8M
California Public Employees Retirement System 0.17% Reduce -1.4% 1,404,811 $306.9M
Barrow Hanley Mewhinney & Strauss LLC 0.92% Add +4.0% 1,388,118 $303.2M
Raymond James Financial Inc. 0.08% Reduce -11.7% 1,364,316 $298.0M
National Pension Service 0.19% Add +3.2% 1,336,735 $292.0M
Bank Julius Baer & Co. Ltd, Zurich 0.76% Reduce -3.6% 1,333,623 $291.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.20% Add +12.5% 1,324,145 $289.3M
Menora Mivtachim Holdings LTD. 1.10% No change 1,292,152 $282.3M
Brown Brothers Harriman & Co. 1.22% Reduce -2.3% 1,272,892 $278.1M
Vanguard Global Advisers, LLC 0.13% Reduce -1.5% 1,271,001 $277.7M
1832 Asset Management L.P. 0.34% Add +24.5% 1,265,265 $276.4M
Longview Partners (Guernsey) LTD 4.33% New 1,219,355 $266.4M
Schroder Investment Management Group 0.18% Add +1.8% 1,180,821 $258.0M
Wells Fargo & Company 0.04% Reduce -6.4% 1,166,409 $254.8M
Nomura Asset Management Co. Ltd. 0.53% Add +0.8% 1,125,047 $245.8M
Alecta Tjanstepension Omsesidigt 1.00% Add +57.1% 1,091,400 $238.2M
First Trust Advisors LP 0.13% Reduce -28.1% 1,046,033 $228.5M
Blair William & Co. 0.59% Reduce -15.2% 1,034,104 $225.9M
APG Asset Management N.V. 0.55% Reduce -30.3% 1,172,974 $224.1M
Primecap Management Co. 0.13% Reduce -0.2% 1,003,280 $219.2M
Russell Investments Group, Ltd. 0.19% Reduce -2.7% 993,822 $217.2M
Rhumbline Advisers 0.16% Reduce -0.7% 991,016 $216.5M
Natixis Advisors, LLC 0.24% Reduce -0.9% 969,543 $211.8M
SG Americas Securities, LLC 0.12% Reduce -14.5% 968,894 $211.7M
MBB Public Markets I LLC 22.22% Add +5.7% 941,511 $205.7M
Woodline Partners LP 0.63% Add +226.4% 937,837 $204.9M
California State Teachers Retirement System 0.18% Add +6.0% 914,476 $199.8M
Timucuan Asset Management Inc. 7.31% Reduce -0.6% 908,992 $198.6M
Swedbank AB 0.17% Add +9.7% 903,899 $197.5M
Consulta Ltd 7.09% Add +50.0% 900,000 $196.6M
Ameriprise Financial Inc. 0.04% Add +15.0% 870,553 $190.2M
Citigroup Inc. 0.09% Add +38.7% 854,180 $186.6M
Eurizon Capital SGR S.p.A. 0.48% Reduce -1.1% 824,643 $180.5M
CIBC Bancorp USA Inc. 0.22% Reduce -0.0% 822,525 $179.9M
McDonald Capital Investors Inc. 12.87% Reduce -8.4% 806,728 $176.2M
Brandes Investment Partners, LP 1.21% Reduce -9.1% 789,561 $172.5M
Canada Pension Plan Investment Board 0.10% Reduce -5.6% 788,481 $172.2M
Bank of Montreal 0.06% Add +16.1% 774,764 $169.2M
Van Cleef Asset Management,Inc 16.83% Reduce -1.3% 755,885 $165.1M
Jones Financial Companies LLLP 0.07% Add +0.8% 734,298 $164.7M
Markel Group 1.25% No change 753,750 $164.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% Reduce -20.2% 750,960 $164.1M
Principal Financial Group Inc. 0.08% Reduce -12.3% 738,117 $161.2M
Loomis Sayles & Co. L P 0.20% Reduce -3.0% 737,746 $161.2M
Citadel Advisors 0.09% Add +60.3% 719,059 $157.1M
Royal London Asset Management Ltd. 0.28% Reduce -9.9% 702,739 $153.5M
DekaBank Deutsche Girozentrale 0.26% No change 762,179 $151.0M
Temasek Holdings (Private) Ltd 0.40% Reduce -32.4% 671,975 $146.8M
New York State Common Retirement Fund 0.18% Reduce -23.0% 641,807 $140.2M
Lord, Abbett & Co. LLC 0.39% Add +57.7% 598,521 $130.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% Reduce -3.0% 583,881 $127.5M
Voya Investment Management LLC 0.13% Add +513.4% 577,280 $126.1M
Lazard Asset Management LLC 0.19% Add +40.8% 567,676 $124.0M
Confluence Investment Management LLC 1.90% Reduce -3.9% 557,408 $121.8M
Fenimore Asset Management Inc 2.52% Add +1.3% 557,273 $121.7M
AMF Tjanstepension AB 0.72% No change 556,076 $121.5M
C WorldWide Group Holding A/S 2.91% Reduce -19.7% 552,443 $120.7M
Giverny Capital 3.98% Add +2.6% 542,292 $118.5M
Victory Capital Management Inc. 0.07% Add +2.5% 538,996 $117.7M
National Bank of Canada 0.10% Add +2.4% 534,121 $116.7M
Vontobel Holding Ltd. 0.38% Reduce -33.1% 523,322 $114.3M
BloombergSen Inc. 12.74% Reduce -3.4% 521,399 $113.9M
Aviva PLC 0.17% Add +0.7% 516,773 $112.9M
Fiduciary Management Inc. 1.60% Reduce -11.4% 513,457 $112.2M
State Board of Administration of Florida Retirement System 0.19% Reduce -0.6% 513,174 $112.1M
Bonness Enterprises Inc. 36.03% Reduce -0.2% 511,457 $111.7M
Davis Asset Management, L.P. 2.79% No change 504,510 $110.2M
Kensico Capital Management Corp. 1.87% No change 498,500 $108.9M
Empower Advisory Group, LLC 0.26% Add +12.3% 493,071 $107.7M
Aberdeen Group plc 0.15% Reduce -1.0% 491,601 $107.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.64% Add +0.1% 489,000 $106.8M
NZS Capital, LLC 2.74% Add +1.0% 484,418 $105.8M
Adage Capital Partners Gp, L.L.C. 0.15% Reduce -5.7% 480,785 $105.0M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Add +323.9% 479,532 $104.8M
New York State Teachers Retirement System 0.19% Reduce -3.4% 476,494 $104.1M
Parnassus Investments, LLC 0.28% Add +1.7% 476,316 $104.1M
Worldquant Millennium Advisors LLC 0.36% Reduce -7.3% 474,876 $103.7M
Corient Private Wealth LP 0.14% Reduce -38.5% 467,429 $102.1M
River Road Asset Management, LLC 1.14% Reduce -3.1% 467,075 $102.0M
Quantinno Capital Management LP 0.12% Add +29.3% 455,986 $99.6M
Danske Bank A/S 0.20% Add +7.3% 453,363 $99.0M
Sei Investments Co. 0.09% Reduce -34.3% 450,319 $98.4M
PFA Pension, Forsikringsaktieselskab 0.25% Add +1.3% 448,662 $98.0M
Harding Loevner LP 0.92% Reduce -21.4% 448,571 $98.0M
Liontrust Investment Partners LLP 1.43% Add +43.1% 445,001 $97.2M
CANADA LIFE ASSURANCE Co 0.15% Add +6.2% 445,714 $97.1M
LPL Financial LLC 0.02% Reduce -11.9% 444,022 $97.0M
Storebrand Asset Management As 0.23% Add +22.3% 433,534 $94.7M
UMB Bank, n.a. 1.19% Add +0.1% 431,803 $94.3M
Polar Capital Holdings Plc 0.27% Reduce -5.5% 428,000 $93.5M
Mitsubishi UFJ Trust & Banking Corp 0.20% Add +2.8% 411,405 $89.9M
Central Securities Corp 6.52% No change 400,000 $87.4M
Capitolis Liquid Global Markets LLC 0.38% Reduce -27.6% 396,000 $86.5M
Bridges Investment Management Inc. 1.02% Reduce -2.0% 384,540 $84.0M
Renaissance Technologies 0.11% Reduce -33.0% 375,200 $82.0M
Manufacturers Life Insurance Company, The 0.06% Add +11.2% 366,760 $80.1M
Nordea Investment Management AB 0.06% Reduce -0.5% 359,988 $79.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.38% Reduce -2.6% 361,870 $79.1M
Nomura Asset Management International Inc. 0.12% Reduce -23.1% 360,311 $78.7M
Allspring Global Investments Holdings, LLC 0.12% Reduce -0.3% 344,884 $77.7M
James Hambro & Partners LLP 2.77% Reduce -29.5% 351,505 $76.7M
Bank of Nova Scotia 0.12% Reduce -10.8% 347,340 $76.3M
Mackenzie Financial Corp. 0.07% Reduce -15.0% 342,528 $74.8M
Mariner, LLC 0.08% Reduce -6.7% 340,148 $74.3M
Madison Asset Management, LLC 0.88% Reduce -3.3% 338,343 $73.9M
BI Asset Management Fondsmaeglerselskab A/S 0.58% Add +29.8% 331,911 $72.5M
Erste Asset Management GmbH 0.56% Reduce -40.1% 329,043 $72.3M
Prudential Financial Inc. 0.08% Reduce -14.0% 329,252 $71.9M
Pictet Asset Management Holding SA 0.07% Reduce -5.3% 329,073 $71.9M
Ensign Peak Advisors, Inc 0.12% Add +18.8% 325,047 $71.0M
Gillson Capital LP 4.13% New 321,100 $70.1M
PNC Financial Services Group, Inc. 0.03% Reduce -0.4% 316,610 $69.2M
State of Wisconsin Investment Board 0.14% Reduce -1.3% 312,313 $68.2M
MUFG Securities EMEA plc 0.71% Add +361.3% 309,271 $67.6M
Woodley Farra Manion Portfolio Management Inc. 3.25% Reduce -1.1% 308,948 $67.5M
Evercore Wealth Management, LLC 0.95% Reduce -2.8% 308,477 $67.4M
Vanguard Investments Australia, Ltd. 0.16% Add +2.3% 299,220 $65.4M
TD Asset Management Inc 0.06% Reduce -34.1% 297,427 $65.0M
Chicago Capital, LLC 1.56% Reduce -4.3% 296,678 $64.8M
Earnest Partners LLC 0.23% Reduce -1.9% 291,939 $63.8M
Chevy Chase Trust Holdings, LLC 0.16% Reduce -2.3% 282,271 $61.7M
Teacher Retirement System of Texas 0.16% Add +17.8% 276,270 $60.4M
D. E. Shaw & Co. 0.04% Reduce -38.6% 275,588 $60.2M
Stifel Financial Corp. 0.05% Add +78.5% 275,475 $60.2M
Glenmede Trust Co. NA 0.26% Add +4.1% 266,833 $58.3M
Carnegie Investment Counsel 1.16% Reduce -7.3% 264,332 $57.7M
Argent Capital Management LLC 1.81% Reduce -9.7% 262,060 $57.2M
State of Tennessee, Department of Treasury 0.17% Reduce -0.9% 261,319 $57.1M
Millennium Management 0.04% Add +403.3% 261,124 $57.0M
CIBC Asset Management Inc 0.12% Add +53.4% 258,513 $56.5M
Asset Management One Co., Ltd. 0.14% Add +1.4% 256,224 $56.0M
Korea Investment CORP 0.11% Add +6.1% 255,126 $55.7M
ZWJ Investment Counsel Inc. 1.79% Add +3.5% 253,791 $55.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Reduce -14.8% 252,841 $55.2M
Treasurer of the State of North Carolina 0.14% Reduce -0.8% 248,834 $54.4M
KLP Kapitalforvaltning As 0.17% Add +9.5% 241,568 $52.8M
Port Capital LLC 2.12% Reduce -2.7% 237,808 $51.9M
Rockefeller Capital Management L.P. 0.08% Add +30.9% 235,013 $51.3M
Cerity Partners LLC 0.06% Add +0.7% 234,718 $51.3M
Public Employees Retirement System of Ohio 0.15% Reduce -3.9% 234,270 $51.2M
Credit Agricole S A 0.13% Add +4.5% 232,587 $50.8M
SEB Asset Management AB 0.19% Add +38.6% 229,129 $50.1M
ANTIPODES PARTNERS Ltd 0.91% Reduce -22.3% 228,468 $49.9M
Cooke & Bieler LP 0.58% Reduce -1.5% 228,166 $49.8M
HRT Financial LP 0.09% New 227,978 $49.8M
Swiss Life Asset Management Ltd 0.20% Reduce -4.2% 221,675 $48.4M
Resona Asset Management Co.,Ltd. 0.22% Reduce -6.0% 217,088 $47.5M
Clearbridge Investments, LLC 0.04% Reduce -11.1% 212,895 $46.5M
Aptus Capital Advisors, LLC 0.34% Add +6.1% 212,597 $46.4M
Vident Advisory, LLC 0.34% Add +9.3% 210,380 $46.0M
Berkley W R Corp. 2.23% No change 207,589 $45.3M
Impax Asset Management Group plc 0.29% Reduce -7.5% 204,843 $44.7M
Headland Capital, LLC 10.97% Add +1.1% 203,727 $44.5M
Everett Harris & Co. 0.55% Add +54.4% 202,641 $44.3M
Handelsbanken Fonder AB 0.12% Reduce -3.1% 199,953 $43.7M
Tredje AP-fonden 0.20% Add +14.2% 198,053 $43.3M
Toronto Dominion Bank 0.07% Reduce -15.8% 197,888 $43.2M
Fifth Third Bancorp 0.07% Reduce -11.2% 195,643 $42.7M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +34.0% 193,978 $42.4M
Capco Asset Management, LLC 11.36% Reduce -0.9% 190,253 $41.6M
State of New Jersey Common Pension Fund D 0.14% Reduce -5.7% 189,744 $41.4M
Lansforsakringar Fondforvaltning AB (publ) 0.18% Reduce -3.8% 183,680 $40.1M
Raiffeisen Bank International AG 0.47% Reduce -5.0% 181,704 $39.9M
Global Frontier Investments LLC 6.84% No change 182,000 $39.8M
E. Ohman J:or Asset Management AB 0.92% Reduce -6.5% 180,983 $39.5M
Tempo Wealth, LLC 5.81% Add +13.3% 179,428 $39.2M
Blue Grotto Capital, LLC 3.25% New 178,049 $38.9M
Nykredit A/S 0.15% — 174,560 $38.1M
LFL Advisers, LLC 10.08% Add +22.6% 172,599 $37.7M
Freestone Grove Partners LP 0.25% New 171,841 $37.5M
Regions Financial Corp. 0.22% Reduce -2.4% 170,970 $37.3M
Mn Services Vermogensbeheer B.V. 0.28% Reduce -24.3% 170,480 $37.2M
Daymark Wealth Partners, LLC 0.91% Reduce -0.5% 170,340 $37.2M
Rafferty Asset Management, LLC 0.08% Add +19.5% 170,226 $37.2M
Heritage Wealth Advisors 1.27% Add +3.0% 169,958 $37.1M
Natixis 0.18% Add +1.5% 169,619 $37.1M
Public Sector Pension Investment Board 0.10% Add +0.1% 166,892 $36.5M
Czech National Bank 0.20% Add +4.2% 166,324 $36.3M
US Bancorp \de 0.04% Add +2.0% 165,897 $36.2M
Gotham Asset Management 0.08% Add +18.7% 165,489 $36.2M
Walleye Capital LLC 0.19% Add +919.3% 165,343 $36.1M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -40.6% 159,145 $36.0M
Truist Financial Corp. 0.04% Reduce -64.0% 164,524 $35.9M
Arizona State Retirement System 0.18% Add +1.1% 162,316 $35.5M
Capital International, Inc. 0.25% Reduce -21.6% 161,963 $35.4M
Williams Jones Wealth Management, LLC. 0.40% Reduce -2.5% 160,740 $35.1M
Wealthfront Advisers LLC 0.07% Add +79.1% 157,731 $34.5M
Man Group plc 0.06% Reduce -26.8% 157,124 $34.3M
State of Michigan Retirement System 0.15% Reduce -1.9% 155,588 $34.0M
Creative Planning 0.02% Add +14.6% 154,700 $33.8M
STRS Ohio 0.13% Reduce -4.8% 154,251 $33.7M
Fisher Funds Management LTD 0.96% Reduce -13.8% 153,654 $33.6M
Vaughan David Investments LLC 0.67% Add +5.7% 153,088 $33.4M
Kayne Anderson Rudnick Investment Management LLC 0.10% Reduce -18.3% 153,035 $33.4M
Compagnie Lombard Odier SCmA 0.35% Reduce -4.1% 148,792 $32.5M
Chilton Investment Co. Inc. 0.75% Reduce -62.9% 143,145 $31.3M
Osterweis Capital Management Inc. 1.69% Reduce -1.8% 142,193 $31.1M
Nisa Investment Advisors, LLC 0.10% Reduce -10.5% 141,072 $30.8M
Pathstone Holdings, LLC 0.09% Reduce -11.9% 140,364 $30.7M
Cetera Investment Advisers 0.03% Add +8.9% 140,472 $30.7M
Tocqueville Asset Management L.P. 0.41% Add +5.9% 140,289 $30.6M
Arbejdsmarkedets Tillaegspension 0.66% Add +13.9% 139,900 $30.6M
Marathon Asset Management Ltd 1.23% Reduce -20.8% 138,988 $30.4M
Investment House LLC 1.36% Add +76.8% 137,271 $30.0M
Daiwa Securities Group Inc. 0.07% Reduce -16.1% 136,822 $29.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.53% No change 135,674 $29.6M
Van Eck Associates Corp. 0.02% Reduce -0.8% 135,635 $29.6M
Sequoia Financial Advisors, LLC 0.15% Reduce -1.4% 135,459 $29.6M
Mediolanum International Funds Ltd 0.25% Add +7.7% 133,290 $29.3M
DNB Asset Management AS 0.08% Add +4.0% 133,841 $29.2M
Patten & Patten Inc. 1.55% Reduce -0.3% 133,760 $29.2M
MetLife Investment Management, LLC 0.13% Reduce -3.3% 133,680 $29.2M
NorthRock Partners, LLC 0.42% Reduce -0.5% 133,547 $29.2M
ProShare Advisors LLC 0.04% Add +3.5% 130,543 $28.5M
IFM Investors Pty Ltd 0.19% Add +11.4% 130,260 $28.5M
NFC Investments, LLC 7.21% Add +0.1% 129,806 $28.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Reduce -5.5% 129,064 $28.2M
RIHO Partners, LLC 15.85% Reduce -0.1% 128,918 $28.2M
Teachers Retirement System of the State of Kentucky 0.19% Reduce -23.6% 126,550 $27.6M
Susquehanna International Group, LLP 0.02% Reduce -29.9% 126,251 $27.6M
Xponance LLC 0.17% Add +10.2% 125,405 $27.4M
Ceredex Value Advisors LLC 0.77% Add +9.4% 125,101 $27.3M
KBC Group NV 0.06% Reduce -31.8% 124,911 $27.3M
Vest Financial, LLC 0.28% Reduce -23.9% 124,266 $27.1M
Retirement Systems of Alabama 0.08% Reduce -1.4% 122,756 $26.8M
Candriam S.C.A. 0.12% Reduce -6.0% 122,421 $26.7M
AustralianSuper Pty Ltd 0.11% Add +1173.8% 121,218 $26.5M
Avalon Trust Co 1.59% Reduce -1.3% 118,434 $25.9M
Federation des caisses Desjardins du Quebec 0.08% Add +8.1% 117,336 $25.6M
Deroy & Devereaux Private Investment Counsel Inc. 1.07% Add +29.9% 116,788 $25.5M
Wilkinson Global Asset Management LLC 2.02% Reduce -20.0% 116,606 $25.5M
M&G PLC 0.13% Reduce -4.8% 116,631 $25.4M
Courant Investment Management LLC 24.63% No change 116,170 $25.4M
PensionDanmark Pensionsforsikringsaktieselskab 0.21% Add +4.4% 115,603 $25.3M
Varma Mutual Pension Insurance Co 0.13% Add +4.5% 114,944 $25.1M
LGT Group Foundation 0.28% Add +4.7% 113,853 $24.9M
Davidson Investment Advisors 1.01% Add +34.5% 112,873 $24.7M
BNP Paribas 0.67% Add +11.3% 112,256 $24.6M
HighTower Advisors, LLC 0.02% Reduce -6.7% 112,149 $24.5M
Vestcor Inc 0.60% Add +4.6% 110,947 $24.2M
Petrus Trust Company, LTA 2.26% No change 110,000 $24.0M
Westwood Holdings Group Inc. 0.18% Reduce -60.3% 107,873 $23.6M
O'shaughnessy Asset Management, LLC 0.11% Add +0.4% 107,795 $23.5M
Amalgamated Bank 0.16% Reduce -2.0% 107,297 $23.4M
Wedgewood Partners Inc. 4.79% Add +27.5% 106,261 $23.2M
Ofi Invest Asset Management 0.23% Reduce -29.1% 119,252 $22.9M
Valley Wealth Managers, Inc. 1.32% Add +4.0% 104,671 $22.9M
Martingale Asset Management L P 0.54% Add +4.7% 104,623 $22.9M
AEGON ASSET MANAGEMENT UK Plc 0.24% Reduce -47.8% 104,114 $22.7M
Rowlandmiller & Partners.adv 4.05% Reduce -0.6% 101,695 $22.2M
Hutchinson Capital Management 3.78% Reduce -0.5% 100,917 $22.0M
Blue Sparrow, LLC 0.21% New 100,000 $21.8M
Vanguard Personalized Indexing Management, LLC 0.18% Reduce -0.1% 98,092 $21.4M
NEOS Investment Management LLC 0.08% Add +15.0% 96,651 $21.1M
Rakuten Investment Management, Inc. 0.06% Add +9.9% 95,611 $21.0M
Inspire Investing, LLC 0.85% Add +10.0% 94,834 $20.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -30.8% 93,429 $20.4M
Lighthouse Investment Partners, LLC 0.63% Add +413.3% 92,515 $20.2M
Venturi Wealth Management, LLC 0.78% Reduce -0.6% 92,090 $20.1M
Keybank National Association 0.07% Reduce -2.4% 92,073 $20.1M
Strategic Planning Group, LLC 2.18% Add +8.1% 91,668 $20.0M
Empire Life Investments Inc. 1.12% Add +2.4% 91,486 $20.0M
Investment Management Corp of Ontario 0.25% Add +7.0% 91,063 $19.9M
GMO 0.04% Add +24.1% 90,834 $19.8M
Elo Mutual Pension Insurance Co 0.25% Add +40.1% 90,661 $19.8M
Zuckerman Investment Group, LLC 1.66% Add +1.3% 89,261 $19.5M
USS Investment Management Ltd 0.08% Reduce -7.7% 89,015 $19.4M
Utah Retirement Systems 0.18% Reduce -6.9% 88,693 $19.4M
Acadian Asset Management LLC 0.02% Reduce -21.7% 88,695 $19.4M
Lafayette Investments, Inc. 3.57% Add +0.7% 88,602 $19.4M
Clearstead Advisors, LLC 0.18% Add +7.6% 88,432 $19.3M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -73.9% 88,328 $19.3M
Police & Firemen's Retirement System of New Jersey 0.14% Reduce -2.5% 88,074 $19.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +8.6% 87,739 $19.2M
New York Life Investment Management LLC 0.13% Reduce -0.1% 87,078 $19.0M
Weik Capital Management 7.29% Reduce -2.0% 86,816 $19.0M
Ethic Inc. 0.24% Add +10.6% 86,709 $18.9M
S&G Foundation 0.88% No change 86,200 $18.8M
Factory Mutual Insurance Co. 0.18% Reduce -1.0% 86,200 $18.8M
Cim, LLC 2.44% Reduce -0.2% 86,190 $18.8M
QRG Capital Management, Inc. 0.15% Add +19.2% 86,011 $18.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Reduce -0.7% 85,686 $18.7M
OP Asset Management Ltd 0.20% Add +6.2% 84,022 $18.4M
Tidal Investments LLC 0.04% Add +15.9% 83,911 $18.3M
Illinois Municipal Retirement Fund 0.21% Reduce -27.2% 83,512 $18.2M
Bragg Financial Advisors, Inc 0.48% Add +5.2% 82,939 $18.1M
Commerce Bank 0.08% Reduce -1.6% 82,820 $18.1M
Focus Partners Wealth 0.02% Reduce -7.9% 81,743 $17.9M
Commonwealth Equity Services, LLC 0.02% Reduce -9.4% 81,330 $17.8M
Osaic Holdings, Inc. 0.02% Reduce -0.5% 79,911 $17.5M
Mercer Global Advisors Inc. 0.02% Reduce -15.2% 79,904 $17.5M
Villere St Denis J & Co. LLC 2.13% Reduce -8.9% 79,788 $17.4M
Winmill & Co. Inc. 3.86% Add +24.6% 79,765 $17.4M
Cornerstone Advisors, LLC 0.57% Reduce -25.0% 79,542 $17.4M
Robeco Institutional Asset Management B.V. 0.02% Add +17.9% 79,149 $17.3M
Nissay Asset Management Corp. /Japan 0.07% Add +5.5% 79,072 $17.3M
Bensler, LLC 1.50% Add +2.9% 77,707 $17.0M
Sanctuary Advisors, LLC 0.08% Reduce -9.7% 76,937 $16.8M
Orion Porfolio Solutions, LLC 0.13% Add +1.9% 76,192 $16.6M
Curi Capital, LLC 0.26% Reduce -4.3% 75,876 $16.6M
Thompson Siegel & Walmsley LLC 0.30% Add +5.2% 75,135 $16.4M
Public Employees Retirement Association of Colorado 0.06% Reduce -1.3% 74,365 $16.2M
JLB & Associates Inc. 2.16% Reduce -1.5% 73,974 $16.2M
Fulton Breakefield Broenniman LLC 0.95% Reduce -33.0% 73,708 $16.1M
Roundview Capital LLC 0.86% Add +7.3% 72,363 $15.8M
Fairholme Capital Management 1.06% Add +8.7% 72,200 $15.8M
Oregon Public Employees Retirement Fund 0.17% Add +7.1% 71,889 $15.7M
IPG Investment Advisors LLC 2.24% Reduce -1.1% 71,253 $15.6M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 70,850 $15.5M
Ieq Capital, LLC 0.07% Reduce -31.9% 70,816 $15.5M
Lountzis Asset Management, LLC 4.74% Reduce -4.2% 68,543 $15.0M
Macquarie Group Ltd. 0.06% Add +8.5% 68,164 $14.9M
Y-Intercept (Hong Kong) Ltd 0.29% New 67,696 $14.8M
Trexquant Investment LP 0.09% Add +125.0% 67,128 $14.7M
Employees Retirement System of Texas 0.14% Add +296.0% 66,864 $14.6M
Basswood Capital Management, L.L.C. 0.62% Add +21.4% 66,458 $14.5M
St. Clair Advisors, LLC 3.73% No change 66,286 $14.5M
Dudley & Shanley, Inc. 2.19% No change 66,280 $14.5M
EverSource Wealth Advisors, LLC 0.49% Reduce -3.1% 66,007 $14.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -72.8% 65,977 $14.4M
Benjamin Edwards Inc. 0.13% Add +3.1% 65,951 $14.4M
Financial Strategies Group, Inc. 2.29% Add +3.8% 69,949 $14.4M
Abn Amro Investment Solutions 0.12% Add +104.0% 65,475 $14.3M
Generali Asset Management SPA SGR 0.26% Add +8.8% 65,259 $14.3M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.32% Reduce -74.4% 65,150 $14.2M
Marble Harbor Investment Counsel, LLC 1.44% Reduce -1.4% 65,004 $14.2M
Choate Investment Advisors 0.25% Add +1.1% 64,822 $14.2M
Kinsale Capital Group, Inc. 1.87% Add +12.8% 64,689 $14.1M
UniSuper Management Pty Ltd 0.07% Add +41.2% 64,493 $14.1M
MAI Capital Management 0.05% Reduce -2.6% 64,077 $14.0M
Tran Capital Management, L.P. 1.60% Reduce -15.1% 63,698 $13.9M
Integrated Wealth Concepts LLC 0.09% Reduce -3.0% 63,503 $13.9M
Janney Montgomery Scott LLC 0.03% Reduce -6.8% 63,415 $13.9M
ASR Vermogensbeheer N.V. 0.14% Reduce -14.4% 63,088 $13.8M
MML Investors Services, LLC 0.03% Add +57.5% 62,361 $13.6M
Holowesko Partners Ltd. 3.43% No change 62,000 $13.5M
B. Metzler seel. Sohn & Co. AG 0.12% Add +4.5% 61,962 $13.5M
GoodHaven Capital Management, LLC 4.31% Add +7.3% 61,671 $13.5M
Van Lanschot Kempen Investment Management N.V. 0.10% Add +2.3% 61,553 $13.4M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -6.6% 61,201 $13.4M
Mutual of America Capital Management LLC 0.13% Reduce -3.4% 60,220 $13.2M
Vinva Investment Management Ltd 0.09% Add +26.9% 58,988 $13.0M
Stratos Wealth Partners, LTD. 0.13% Reduce -4.8% 59,082 $12.9M
Squarepoint Ops LLC 0.03% Reduce -64.8% 58,995 $12.9M
Ariel Investments 0.13% Add +5732.3% 58,906 $12.9M
Yousif Capital Management, LLC 0.14% Reduce -6.5% 58,651 $12.8M
NorthCoast Asset Management LLC 0.28% Reduce -0.1% 58,031 $12.7M
M&T Bank Corp 0.04% Reduce -2.0% 57,981 $12.7M
Prudential PLC 0.08% Add +48.4% 57,689 $12.6M
State of Alaska, Department of Revenue 0.12% Reduce -1.4% 57,254 $12.5M
Jacobs Levy Equity Management, Inc. 0.04% New 57,245 $12.5M
Empowered Funds, LLC 0.06% Reduce -20.0% 56,048 $12.2M
Oppenheimer Asset Management Inc. 0.12% Reduce -2.0% 54,579 $11.9M
Thornburg Investment Management Inc. 0.11% Add +858.3% 54,336 $11.9M
GHP Investment Advisors, Inc. 0.44% Reduce -3.2% 54,213 $11.8M
Scotia Capital Inc. 0.04% Reduce -10.1% 53,909 $11.8M
Intech Investment Management LLC 0.11% Reduce -30.0% 53,473 $11.7M
Horizon Investments, LLC 0.13% Add +20.4% 53,030 $11.6M
Strategic Wealth Partners, Ltd. 0.71% Add +2877.2% 52,786 $11.5M
Galvin, Gaustad & Stein, LLC 0.86% Reduce -0.4% 52,725 $11.5M
Manning & Napier Advisors LLC 0.15% Add +8.1% 52,162 $11.5M
Ascent Group, LLC 0.34% Add +22.4% 51,342 $11.2M
12th Street Asset Management Company, LLC 1.59% Add +1.0% 51,116 $11.2M
Nomura Holdings Inc. 0.05% Add +166.1% 50,587 $11.1M
Avanza Fonder AB 0.24% Add +1.4% 50,185 $11.0M
Pacer Advisors, Inc. 0.03% Add +31.8% 50,094 $10.9M
Forbes J M & Co. LLP 0.85% Reduce -0.4% 49,513 $10.8M
Schonfeld Strategic Advisors LLC 0.06% New 48,880 $10.7M
Turtle Creek Wealth Advisors, LLC 0.56% Add +14.1% 48,203 $10.5M
Sycomore Asset Management 1.10% No change 51,770 $10.3M
Canada Post Corp Registered Pension Plan 0.36% Add +216.3% 46,922 $10.3M
D.A. Davidson & Co. 0.06% Reduce -14.9% 46,463 $10.1M
Guggenheim Capital LLC 0.07% Reduce -31.2% 46,029 $10.1M
Mizuho Securities USA LLC 0.16% Add +29.1% 45,747 $10.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -31.5% 45,135 $9.9M
Wealthspire Advisors, LLC 0.05% Add +5.8% 45,054 $9.8M
Gulf International Bank (UK) Ltd 0.19% Reduce -1.7% 44,526 $9.7M
Signal Advisors Wealth, LLC 0.50% Add +16.4% 43,985 $9.6M
Dakota Wealth Management 0.18% Reduce -24.5% 43,830 $9.6M
iA Global Asset Management Inc. 0.11% Reduce -4.4% 43,751 $9.6M
Moran Wealth Management, LLC 0.26% Reduce -59.9% 43,178 $9.4M
NewEdge Wealth, LLC 0.10% Reduce -1.0% 43,156 $9.4M
Exchange Traded Concepts, LLC 0.05% Add +19.1% 43,074 $9.4M
Beacon Pointe Advisors, LLC 0.04% Add +40.4% 42,790 $9.3M
NLB Skladi, upravljanje premozenja, d.o.o. 0.35% Reduce -12.1% 42,196 $9.2M
Mgo One Seven LLC 0.15% Add +3.8% 42,086 $9.2M
Fideuram Asset Management (Ireland) dac 0.17% Add +5482.7% 41,926 $9.2M
Daiichi Life Insurance Co., Ltd. 0.21% Add +5.7% 41,173 $9.0M
Saudi Central Bank 0.12% Add +89.3% 40,948 $8.9M
Midwest Trust Co 0.10% Add +65.6% 40,658 $8.9M
Motley Fool Asset Management LLC 0.34% Reduce -15.0% 40,604 $8.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -7.9% 40,656 $8.9M
Quadrature Capital Ltd 0.08% Reduce -75.5% 40,223 $8.8M
GFS Advisors, LLC 0.94% New 100 $8.8M
Trillium Asset Management, LLC 0.27% Reduce -42.1% 40,082 $8.8M
7G Capital Management, LLC 4.00% No change 40,000 $8.7M
Ipswich Investment Management Co., Inc. 1.80% Add +21.3% 39,008 $8.5M
LBP Am SA 0.09% Add +34.3% 38,944 $8.5M
AIA Group Ltd 0.11% Reduce -5.8% 38,621 $8.4M
NewEdge Advisors, LLC 0.03% Reduce -16.9% 38,391 $8.4M
Cibc World Market Inc. 0.01% Reduce -51.1% 38,180 $8.3M
Skandinaviska Enskilda Banken AB (publ) 0.31% Reduce -50.0% 37,745 $8.2M
Capital Fund Management S.A. 0.06% Reduce -65.6% 37,704 $8.2M
OMERS ADMINISTRATION Corp 0.05% Add +23.2% 37,673 $8.2M
Atria Investments, Inc 0.08% Reduce -2.6% 37,251 $8.1M
Kentucky Retirement Systems 0.20% Reduce -18.8% 36,995 $8.1M
Hamilton Capital Partners Inc. 0.23% Add +16.4% 36,936 $8.1M
Clark Capital Management Group, Inc. 0.04% Add +1958.6% 36,849 $8.0M
First National Bank of Mount Dora, Trust Investment Services 1.61% Reduce -0.1% 36,703 $8.0M
Johnson Financial Group, Inc. 0.26% Add +7.7% 36,691 $8.0M
Eastover Investment Advisors LLC 3.14% Add +1.3% 36,541 $8.0M
Norinchukin Bank, The 0.08% Add +0.0% 36,338 $7.9M
Osprey Private Wealth LLC 2.04% Add +1.2% 36,111 $7.9M
Welch & Forbes LLC 0.10% Reduce -0.7% 36,005 $7.9M
Caisse Des Depots Et Consignations 0.13% Reduce -4.1% 35,899 $7.8M
Assenagon Asset Management S.A. 0.01% Reduce -6.9% 35,439 $7.7M
Geneos Wealth Management Inc. 0.16% Reduce -7.1% 35,402 $7.7M
Providence Capital Advisors, LLC 1.17% New 35,300 $7.7M
SageGuard Financial Group, LLC 1.08% Reduce -36.4% 35,206 $7.7M
Vestmark Advisory Solutions, Inc. 0.07% Reduce -2.1% 34,876 $7.6M
HB Wealth Management, LLC 0.04% Add +7.5% 34,666 $7.6M
Crossmark Global Holdings, Inc. 0.10% Reduce -0.8% 34,597 $7.6M
Lido Advisors, LLC 0.03% Add +3.9% 34,530 $7.5M
Stephens Inc. 0.08% Reduce -2.5% 34,375 $7.5M
Danica Pension, Livsforsikringsaktieselskab 0.12% Add +6.3% 33,402 $7.3M
Bretton Capital Management, LLC 5.82% No change 33,400 $7.3M
Arthur M. Cohen & Associates, LLC 1.13% Add +0.8% 33,189 $7.3M
Steward Partners Investment Advisory, LLC 0.04% Reduce -12.5% 33,131 $7.2M
Great Lakes Advisors, LLC 0.05% Add +11.1% 33,002 $7.2M
Annandale Capital, LLC 1.06% No change 32,794 $7.2M
LGT Fund Management Co Ltd. 0.30% Reduce -0.5% 32,767 $7.2M
William Blair Investment Management, LLC 0.02% Add +5.3% 32,431 $7.1M
Jane Street Group, LLC 0.00% Add +82.2% 32,376 $7.1M
Hartford Investment Management Co. 0.20% Reduce -3.1% 32,328 $7.1M
Waverly Advisors, LLC 0.04% Reduce -49.9% 32,006 $7.0M
Pacific Capital Partners Ltd 6.03% Reduce -8.3% 31,907 $7.0M
Summit Trail Advisors, LLC 0.09% Add +7.9% 31,700 $7.0M
Maryland State Retirement & Pension System 0.12% Add +6.8% 31,240 $6.8M
Summit Global Investments 0.37% Add +2.5% 31,220 $6.8M
Pinebridge Investments LLC 0.06% Add +148.2% 31,214 $6.8M
FSM Wealth Advisors, LLC 0.73% Reduce -2.2% 31,079 $6.8M
CX Institutional 0.19% Add +0.1% 30,509 $6.7M
MASTERINVEST Kapitalanlage GmbH 0.56% Add +5.2% 29,916 $6.5M
Louisiana State Employees Retirement System 0.10% No change 29,900 $6.5M
Huntington National Bank 0.04% Add +0.3% 29,763 $6.5M
Tortoise Investment Management, LLC 0.48% Add +0.1% 29,699 $6.5M
New Mexico Educational Retirement Board 0.16% Add +7.8% 29,075 $6.4M
Prentiss Smith & Co. Inc. 3.46% Add +21.7% 28,895 $6.3M
Florida Trust Wealth Management Co 0.16% Add +6.8% 28,869 $6.3M
Assetmark, Inc. 0.01% Reduce -41.9% 28,810 $6.3M
Advance Capital Management, Inc. 0.20% Add +0.1% 28,758 $6.3M
Voleon Capital Management LP 0.11% Reduce -38.6% 28,644 $6.3M
Captrust Financial Advisors 0.01% Reduce -8.3% 28,537 $6.2M
Andra AP-fonden 0.07% Add +89.8% 28,533 $6.2M
Jain Global LLC 0.08% New 28,288 $6.2M
Carret Asset Management, LLC 0.54% Reduce -8.6% 28,200 $6.2M
Johnson Investment Counsel Inc. 0.04% Add +0.2% 28,179 $6.2M
First American Trust, FSB 0.37% Reduce -33.3% 27,990 $6.1M
Formuepleje A/S 0.47% Add +20.9% 27,574 $6.0M
Levin Capital Strategies, L.P. 0.40% Reduce -6.0% 27,561 $6.0M
Allstate Corp. 0.06% Reduce -0.3% 27,396 $6.0M
Advisors Asset Management, Inc. 0.09% Reduce -18.7% 27,336 $6.0M
&partners 0.02% Add +11.8% 28,171 $5.9M
Savant Capital, LLC 0.02% Add +120.4% 28,409 $5.9M
Dockside LLC 1.38% — 26,926 $5.9M
Resonant Capital Advisors, LLC 0.28% Add +1.4% 26,770 $5.8M
Aviance Capital Partners, LLC 0.60% Add +9.5% 26,459 $5.8M
Edgestream Partners, L.P. 0.17% Add +1993.1% 26,143 $5.7M
AG2R La Mondiale Gestion D'actifs 0.21% Add +10.6% 26,089 $5.7M
Lineweaver Wealth Advisors, LLC 0.67% Add +158.4% 25,837 $5.6M
Vise Technologies, Inc. 0.06% Add +56.5% 25,767 $5.6M
Laird Norton Wetherby Trust Company, LLC 0.11% Add +1.3% 25,749 $5.6M
Vision Capital Management, Inc. 0.64% Add +1.1% 25,736 $5.6M
Hantz Financial Services, Inc. 0.08% Reduce -1.9% 25,612 $5.6M
Hingham Institution for Savings 4.15% Add +292.3% 25,500 $5.6M
Parsons Capital Management Inc. 0.25% Reduce -0.3% 25,455 $5.6M
BLI - Banque de Luxembourg Investments 0.20% Add +93.8% 25,200 $5.6M
BankPlus Trust Department 1.27% Add +1.7% 24,881 $5.4M
Waratah Capital Advisors Ltd. 0.41% New 24,367 $5.3M
Federated Hermes, Inc. 0.01% Reduce -78.8% 24,241 $5.3M
Algert Global LLC 0.06% Reduce -6.8% 24,155 $5.3M
Siemens Fonds Invest GmbH 0.26% Add +0.8% 24,123 $5.3M
Banque Cantonale Vaudoise 0.22% Reduce -24.4% 24,109 $5.3M
Stenger Family Office, LLC 0.84% Add +12.8% 24,052 $5.3M
Conning Inc. 0.16% Add +11.5% 24,039 $5.3M
Beck Mack & Oliver LLC 0.10% Reduce -1.1% 23,954 $5.2M
Thrivent Financial for Lutherans 0.01% Reduce -71.3% 23,869 $5.2M
Meiji Yasuda America Inc 0.87% Add +22.4% 23,777 $5.2M
Joseph Group Capital Management 1.09% Add +7.7% 23,758 $5.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.29% Reduce -2.8% 23,710 $5.2M
Park Avenue Securities LLC 0.03% Add +7.4% 23,568 $5.1M
Anchor Capital Advisors LLC 0.14% Reduce -2.8% 23,550 $5.1M
CI Investments Inc. 0.02% Add +153.1% 23,328 $5.1M
Praxis Investment Management Inc. 0.26% Reduce -2.6% 23,011 $5.0M
Cloverfields Capital Group, LP 1.51% Add +5.9% 22,875 $5.0M
Mather Group, Llc. 0.04% Add +35.1% 22,762 $5.0M
Salvus Wealth Management, LLC 2.78% Reduce -6.4% 22,696 $5.0M
Karl Kapital LLC 2.93% Reduce -7.9% 22,529 $4.9M
Bleakley Financial Group, LLC 0.06% Add +19.0% 22,433 $4.9M
Thrive Capital Management, LLC 0.92% New 22,426 $4.9M
Cresset Asset Management, LLC 0.02% Add +57.5% 22,359 $4.9M
Caprock Group, LLC 0.09% Add +8.7% 22,072 $4.8M
Sky Investment Group LLC 0.76% Add +3.1% 21,572 $4.7M
Marex Group Ltd 0.03% New 21,179 $4.6M
Dymon Asia Capital (singapore) Pte. LTD. 0.74% Add +10.3% 21,100 $4.6M
Ghe, LLC 1.74% Reduce -1.5% 21,085 $4.6M
Tokio Marine Asset Management Co. Ltd. 0.14% No change 20,960 $4.6M
Arax Advisory Partners 0.03% Add +96.7% 20,946 $4.6M
Tremblant Capital Group 0.13% Add +1.4% 20,717 $4.5M
Balyasny Asset Management L.P. 0.01% Reduce -98.1% 20,634 $4.5M
Bessemer Group Inc. 0.01% Reduce -26.3% 20,417 $4.5M
Capital International Sarl 0.06% Reduce -10.8% 20,380 $4.5M
Glenview Trust Co 0.06% Add +5.3% 20,306 $4.4M
Empirical Finance, LLC 0.18% Add +3.5% 20,286 $4.4M
AE Wealth Management LLC 0.02% Add +95.8% 20,265 $4.4M
DAVENPORT & Co LLC 0.02% Reduce -7.8% 20,150 $4.4M
Diamant Asset Management, Inc. 2.99% Reduce -99.5% 20,149 $4.4M
SeaBridge Investment Advisors LLC 0.63% Reduce -1.6% 20,046 $4.4M
Elevation Point Wealth Partners, LLC 0.08% Reduce -0.9% 19,974 $4.4M
JT Stratford LLC 0.48% Add +106.7% 19,820 $4.3M
Accretive Wealth Partners, LLC 1.05% Reduce -1.4% 19,745 $4.3M
Metis Global Partners, LLC 0.10% Reduce -36.2% 19,722 $4.3M
Advisors Capital Management, LLC 0.05% Reduce -1.3% 19,623 $4.3M
Gateway Investment Advisers LLC 0.04% Add +16.3% 19,611 $4.3M
Apollon Wealth Management, LLC 0.05% Add +32.2% 19,509 $4.3M
Verde Capital Management 0.79% Reduce -3.4% 19,479 $4.3M
Plato Investment Management Ltd 0.24% Reduce -14.9% 19,472 $4.2M
Carroll Investors, Inc 1.80% Reduce -4.0% 19,249 $4.2M
Sovereign's Capital Management, LLC 2.81% Add +34.1% 19,250 $4.2M
Advisory Services Network, LLC 0.05% Reduce -3.4% 19,210 $4.2M
Osmosis Investment Management UK Ltd 0.19% Reduce -49.6% 18,860 $4.1M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -0.1% 18,735 $4.1M
Ibex Wealth Advisors 0.32% Add +7.2% 18,589 $4.1M
Greenfield Savings Bank 1.52% Reduce -2.1% 18,361 $4.0M
Sound View Wealth Advisors Group, LLC 0.25% Add +3.0% 18,341 $4.0M
Baker Avenue Asset Management, LP 0.08% Reduce -0.5% 18,204 $4.0M
Wright Investors Service Inc. 1.08% Reduce -1.3% 18,130 $4.0M
CacheTech Inc. 0.64% Add +16.5% 18,093 $4.0M
Graham Capital Management, L.P. 0.15% New 18,011 $3.9M
Kintegral Advisory, LLC 0.32% No change 17,922 $3.9M
Private Advisor Group, LLC 0.02% Reduce -6.5% 17,771 $3.9M
Andrew Hill Investment Advisors, Inc. 2.87% New 17,665 $3.9M
Gibraltar Capital Management, Inc. 0.60% Add +0.4% 17,655 $3.9M
Mufg Securities Americas Inc. 0.20% Add +8.5% 17,599 $3.8M
Capital Group Private Client Services, Inc. 0.05% Reduce -16.5% 17,482 $3.8M
Choreo, LLC 0.04% Reduce -7.3% 17,426 $3.8M
North Dakota State Investment Board 0.15% Add +2.6% 17,425 $3.8M
Strong Retirement Solutions LLC 2.26% Add +16.7% 17,231 $3.8M
Morton Community Bank 0.76% Add +9.0% 17,130 $3.7M
Tectonic Advisors LLC 0.18% Reduce -8.5% 17,125 $3.7M
Citizens Business Bank 0.56% Reduce -5.1% 17,081 $3.7M
Integrity Alliance, Llc. 0.12% Reduce -1.5% 16,904 $3.7M
Shepherd Financial Partners LLC 0.30% Reduce -2.5% 16,896 $3.7M
GAMMA Investing LLC 0.14% Add +23.4% 16,887 $3.7M
Alamar Capital Management, LLC 1.86% Add +8.5% 16,874 $3.7M
Zevenbergen Capital Investments LLC 0.08% Reduce -4.2% 16,860 $3.7M
Commerzbank Aktiengesellschaft 0.07% Add +318.6% 16,802 $3.7M
RMR Wealth Builders 0.23% Add +41.1% 16,783 $3.7M
Waldron Private Wealth LLC 0.13% No change 16,731 $3.7M
Hancock Whitney Corp. 0.06% Reduce -24.2% 16,711 $3.7M
Merit Financial Group, LLC 0.02% Add +5.5% 16,667 $3.6M
United Capital Financial Advisors, LLC 0.02% Add +7.8% 16,528 $3.6M
Meiji Yasuda Asset Management Co Ltd. 0.16% Add +133.6% 16,487 $3.6M
Kestra Advisory Services, LLC 0.01% Add +3.6% 16,449 $3.6M
Ossiam 0.05% New 16,445 $3.6M
Second Line Capital, LLC 0.66% Add +17.0% 16,326 $3.6M
Wesbanco Bank Inc. 0.09% Reduce -3.1% 16,195 $3.5M
Asio Capital, LLC 0.45% Reduce -5.8% 16,160 $3.5M
Bokf, NA 0.05% Reduce -8.0% 16,110 $3.5M
Coldstream Capital Management Inc. 0.04% Reduce -1.2% 16,075 $3.5M
Meeder Advisory Services, Inc. 0.13% Add +7.1% 15,935 $3.5M
Citizens Financial Group Inc. 0.04% Add +2.3% 15,739 $3.4M
Peak Retirement Planning, Inc. 0.54% New 15,738 $3.4M
Ancora Advisors LLC 0.07% Reduce -0.5% 15,727 $3.4M
Inkwell Capital LLC 3.58% No change 15,708 $3.4M
Weiss Asset Management LP 0.06% New 15,664 $3.4M
Agf Management Ltd. 0.01% New 15,592 $3.4M
Central Bank & Trust Co. 0.48% Reduce -22.7% 15,564 $3.4M
Kentucky Retirement Systems Insurance Trust Fund 0.20% Reduce -0.5% 15,352 $3.4M
TCW Group Inc. 0.02% Add +1.1% 15,340 $3.4M
Wealthedge Investment Advisors, LLC 1.14% Add +44.1% 15,317 $3.3M
Ted Buchan & Co 1.09% Reduce -1.9% 15,262 $3.3M
Syon Capital LLC 0.14% Add +13.4% 15,082 $3.3M
Hixon Zuercher, LLC 0.97% Add +9.4% 15,072 $3.3M
TrustBank 1.12% No change 15,063 $3.3M
Sepio Capital, LP 0.16% Reduce -0.9% 14,837 $3.2M
Securian Asset Management, Inc. 0.12% Reduce -2.1% 15,515 $3.2M
Kestra Private Wealth Services, LLC 0.04% Reduce -1.9% 14,713 $3.2M
Gladstone Capital Management LLP 0.32% New 14,640 $3.2M
SevenBridge Financial Group, LLC 0.47% Add +7.9% 14,838 $3.2M
South Dakota Investment Council 0.05% Reduce -1.8% 14,370 $3.1M
Parallax Volatility Advisers, L.P. 0.14% New 14,337 $3.1M
ShankerValleau Wealth Advisors, Inc. 0.82% No change 14,250 $3.1M
Adams Wealth Management 0.60% Add +9.1% 14,232 $3.1M
Chesley Taft & Associates LLC 0.12% Reduce -29.5% 14,180 $3.1M
Guardian Wealth Advisors, LLC / NC 0.17% Reduce -1.4% 14,148 $3.1M
BDF-Gestion 0.41% Reduce -10.1% 13,484 $3.1M
MPS Loria Financial Planners, LLC 0.71% No change 14,077 $3.1M
Lombard Odier Asset Management (Switzerland) SA 0.10% Reduce -25.1% 14,056 $3.1M
Wedmont Private Capital 0.08% Add +72.9% 13,293 $3.1M
Jefferies Financial Group Inc. 0.03% Reduce -20.9% 14,007 $3.1M
Spire Wealth Management 0.09% Reduce -10.7% 13,961 $3.1M
Callan Family Office, LLC 0.06% Reduce -7.9% 13,846 $3.0M
Annis Gardner Whiting Capital Advisors, LLC 0.45% Reduce -0.9% 13,772 $3.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +22.2% 13,750 $3.0M
Entropy Technologies, LP 0.12% New 13,721 $3.0M
Tweedy, Browne Co LLC 0.23% No change 13,711 $3.0M
Savvy Advisors, Inc. 0.06% Add +23.6% 13,702 $3.0M
3Chopt Investment Partners, LLC 0.55% Add +2.6% 13,456 $2.9M
GAM Holding AG 0.23% Reduce -9.0% 13,449 $2.9M
Farther Finance Advisors, LLC 0.02% Add +3.9% 13,334 $2.9M
Eukles Asset Management 1.20% Reduce -4.6% 13,333 $2.9M
Catalyst Funds Management Pty Ltd 0.16% New 13,250 $2.9M
Pinnacle Associates Ltd. 0.03% Reduce -6.3% 13,231 $2.9M
Freedom Day Solutions, LLC 0.64% Reduce -7.3% 13,225 $2.9M
Cyndeo Wealth Partners, LLC 0.14% Reduce -0.0% 13,202 $2.9M
Congress Asset Management Co. 0.02% Add +20.9% 13,116 $2.9M
Impact Partnership Wealth, LLC 0.28% Add +37.2% 12,975 $2.8M
RiverFront Investment Group, LLC 0.04% Add +73.1% 12,828 $2.8M
Meadowbrook Advisors Group, LLC 1.50% Add +12.3% 12,814 $2.8M
TD Waterhouse Canada Inc. 0.01% Reduce -50.7% 12,332 $2.8M
Hennessy Advisors Inc. 0.09% Reduce -3.0% 12,700 $2.8M
V-Square Quantitative Management LLC 0.26% Reduce -0.2% 12,653 $2.8M
Dougherty & Associates, LLC 2.18% Add +0.1% 12,444 $2.7M
Howard Capital Management, LLC 0.03% Add +456.2% 12,365 $2.7M
Banco Santander, S.A. 0.02% Reduce -84.9% 12,350 $2.7M
McDonald Partners LLC 0.65% Reduce -22.6% 12,327 $2.7M
Panagora Asset Management Inc. 0.01% Add +14.3% 12,318 $2.7M
Stratos Wealth Advisors, LLC 0.15% Add +0.1% 12,262 $2.7M
Tema ETFs LLC 0.09% Add +33.5% 12,192 $2.7M
Polymer Capital Management (US) LLC 0.39% Add +583.9% 12,181 $2.7M
GC Wealth Management RIA, LLC 0.15% Reduce -0.8% 12,113 $2.6M
Elyxium Wealth, LLC 0.28% Add +556.0% 12,038 $2.6M
Bulldog Investors, LLP 0.58% Add +9.1% 12,000 $2.6M
TAGStone Capital, Inc. 0.83% Add +0.0% 12,000 $2.6M
Barbara Oil Co. 0.88% No change 11,600 $2.6M
Waterloo Capital, L.P. 0.15% Add +10.4% 11,949 $2.6M
Principal Securities, Inc. 0.03% Add +6.0% 11,888 $2.6M
Liberty Capital Management, Inc. 0.44% — 11,837 $2.6M
Regent Peak Wealth Advisors LLC 0.48% Reduce -4.6% 11,771 $2.6M
Signaturefd, LLC 0.03% Reduce -9.9% 11,748 $2.6M
Reinhart Partners, Llc. 0.06% Reduce -6.0% 11,747 $2.6M
Northwest & Ethical Investments L.P. 0.06% Reduce -53.1% 11,694 $2.6M
Ballentine Partners, LLC 0.03% Add +5.1% 11,548 $2.5M
Central Pacific Bank - Trust Division 0.27% Add +0.1% 11,524 $2.5M
Venture Visionary Partners LLC 0.07% Reduce -9.9% 11,481 $2.5M
Frank, Rimerman Advisors LLC 0.14% Reduce -43.4% 11,456 $2.5M
SWP Investment Management LLC 1.72% New 11,403 $2.5M
Legacy Private Trust Co. 0.14% Add +30.2% 11,189 $2.4M
TCTC Holdings, LLC 0.06% Add +22.1% 11,120 $2.4M
Quadrant Capital Group LLC 0.07% Reduce -7.4% 11,100 $2.4M
Rinkey Investments 0.57% No change 11,073 $2.4M
Greenleaf Trust 0.02% Reduce -0.3% 11,053 $2.4M
Nvest Financial, LLC 0.76% Add +7.1% 11,021 $2.4M
Eventide Asset Management, LLC 0.03% Add +24.2% 10,948 $2.4M
Ashton Thomas Private Wealth, LLC 0.05% Add +75.5% 10,942 $2.4M
Applied Finance Capital Management, LLC 0.18% Reduce -9.8% 10,929 $2.4M
Aurora Investment Counsel 1.20% Add +1.2% 10,649 $2.3M
Park Place Capital Corp 0.37% Add +5.7% 10,562 $2.3M
Evergreen Capital Management LLC 0.04% Add +25.4% 10,471 $2.3M
OpenArc Corporate Advisory, LLC 0.03% Reduce -9.3% 10,428 $2.3M
Ostrum Asset Management 0.11% Reduce -4.0% 10,407 $2.3M
Parallel Advisors, LLC 0.03% Add +6.4% 10,321 $2.3M
Walleye Trading LLC 0.03% New 10,284 $2.2M
Ritholtz Wealth Management 0.03% Add +11.6% 10,253 $2.2M
SouthState Bank Corp 0.09% Reduce -1.1% 10,082 $2.2M
Optas, LLC 0.31% Reduce -1.3% 10,079 $2.2M
Diversify Advisory Services, LLC 0.04% New 10,192 $2.2M
Diversify Wealth Management, LLC 0.04% Add +13.0% 10,192 $2.2M
Arkadios Wealth Advisors 0.03% Reduce -60.0% 10,042 $2.2M
OneDigital Investment Advisors LLC 0.02% Reduce -46.9% 10,028 $2.2M
Indivisible Partners 0.12% Add +10.9% 9,891 $2.2M
Coronation Fund Managers Ltd. 0.08% No change 9,884 $2.2M
Qube Research & Technologies Ltd 0.00% Reduce -93.5% 9,813 $2.1M
Aaron Wealth Advisors LLC 0.11% Add +9.0% 9,763 $2.1M
Concurrent Investment Advisors, LLC 0.02% Add +14.2% 9,740 $2.1M
Belpointe Asset Management LLC 0.07% Add +87.1% 9,679 $2.1M
Harbor Capital Advisors, Inc. 0.14% Add +0.2% 9,638 $2.1M
Bank of Stockton 0.59% Reduce -2.3% 9,604 $2.1M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.7% 9,562 $2.1M
Allworth Financial LP 0.01% Reduce -6.8% 9,539 $2.1M
Independent Advisor Alliance 0.05% Reduce -3.2% 9,514 $2.1M
Soros Fund Management 0.04% No change 9,472 $2.1M
Metatron Capital SICAV plc - Metatron Long Term Equity Fund 1.01% — 9,400 $2.1M
Sava Infond d.o.o. 0.14% No change 9,356 $2.0M
Front Street Capital Management, Inc. 0.23% Add +67.5% 8,647 $2.0M
Cunning Capital Partners, LP 0.82% No change 9,311 $2.0M
Mesirow Financial Investment Management, Inc. 0.03% Add +0.4% 9,257 $2.0M
Fairtree Asset Management (Pty) Ltd 0.77% No change 9,250 $2.0M
Sigma Investment Counselors Inc. 0.10% Reduce -5.0% 9,229 $2.0M
Smith Salley Wealth Management 0.09% Reduce -21.3% 9,221 $2.0M
MCF Advisors LLC 0.07% Reduce -4.4% 9,213 $2.0M
Frec Markets, Inc. 0.18% Add +77.7% 9,199 $2.0M
Prairie Advisory, LLC 0.48% — 9,196 $2.0M
Prime Capital Investment Advisors, LLC 0.02% Reduce -6.0% 9,115 $2.0M
Bank of Nova Scotia Trust Co. 0.16% Add +19.3% 9,108 $2.0M
EP Wealth Advisors, LLC 0.01% Reduce -57.2% 9,061 $2.0M
World Investment Advisors 0.03% Reduce -1.2% 9,934 $2.0M
Norden Group LLC 0.16% Add +358.2% 9,049 $2.0M
Snowwater Investment Partners, LLC 1.36% Add +0.1% 9,038 $2.0M
Altfest L J & Co. Inc. 0.19% Add +656.0% 9,034 $2.0M
Councilmark Asset Management, LLC 1.04% Add +0.3% 9,015 $2.0M
Alaethes Wealth, LLC 0.57% Reduce -0.9% 9,001 $2.0M
Westerkirk Capital Inc. 0.19% No change 9,000 $2.0M
Significant Wealth Partners LLC 2.11% Add +2.0% 8,902 $1.9M
Polianta Ltd 0.24% Add +17.1% 8,900 $1.9M
Snowden Capital Advisors LLC 0.05% Add +0.6% 8,888 $1.9M
Independent Solutions Wealth Management, LLC 0.25% New 8,751 $1.9M
Krilogy Financial LLC 0.06% Add +5.3% 8,580 $1.9M
Boreal Capital Management LLC 1.61% Add +20.8% 8,570 $1.9M
First Manhattan Co. Llc. 0.00% Reduce -37.3% 8,542 $1.9M
Hardy Reed LLC 0.12% Add +4.4% 8,530 $1.9M
Burford Brothers, Inc. 0.68% Add +24.7% 8,498 $1.9M
United Advisor Group, LLC 0.20% Reduce -1.4% 8,491 $1.9M
Donoghue Forlines LLC 0.48% Add +2.4% 8,472 $1.9M
Todd Asset Management LLC 0.03% Reduce -87.2% 8,436 $1.8M
Peloton Wealth Strategists 0.70% Add +17.4% 8,425 $1.8M
Eastern Bank 0.03% Reduce -3.1% 8,361 $1.8M
Whittier Trust Co. 0.02% Reduce -20.3% 7,871 $1.8M
McHugh Group, LLC 0.92% No change 8,200 $1.8M
LMCG Investments, LLC 0.09% No change 8,041 $1.8M
Ally Financial Inc. 0.23% No change 8,000 $1.7M
Tower Research Capital LLC (TRC) 0.04% Reduce -71.7% 7,993 $1.7M
Argentarii, LLC 0.53% Reduce -2.5% 8,213 $1.7M
Sand Hill Global Advisors, LLC 0.05% No change 7,977 $1.7M
Cullen/Frost Bankers, Inc. 0.02% Reduce -10.3% 7,976 $1.7M
CreativeOne Wealth, LLC 0.04% Add +394.0% 7,968 $1.7M
Meiji Yasuda Life Insurance Co 0.06% Reduce -5.3% 7,832 $1.7M
CV Advisors LLC 0.32% New 7,800 $1.7M
First Bank & Trust 0.25% Reduce -11.3% 7,718 $1.7M
RDA Financial Network 0.37% Add +2.2% 7,703 $1.7M
Great Valley Advisor Group, Inc. 0.03% Reduce -4.7% 7,700 $1.7M
Private Trust Co. NA 0.13% Reduce -6.3% 7,690 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +28.9% 7,633 $1.7M
Dearborn Partners LLC 0.09% Add +8.8% 7,629 $1.7M
Founders Financial Alliance, LLC 0.22% Add +1.4% 7,628 $1.7M
Skylands Capital, LLC 0.20% Reduce -26.9% 7,625 $1.7M
Pinnacle Financial Partners, Inc. 0.01% Add +0.9% 7,572 $1.7M
ForthRight Wealth Management, LLC 0.42% No change 7,548 $1.6M
Cullen Investment Group, LTD. 0.20% Add +0.6% 7,504 $1.6M
BTC Capital Management, Inc. 0.10% Add +13.1% 7,504 $1.6M
Drive Wealth Management, LLC 0.29% Add +198.3% 7,476 $1.6M
Fifth Third Wealth Advisors LLC 0.05% Reduce -5.1% 7,468 $1.6M
Numerai GP LLC 0.13% Reduce -8.7% 7,467 $1.6M
Western Wealth Management, LLC 0.05% Reduce -1.9% 7,443 $1.6M
MBM Wealth Consultants, LLC 0.31% Reduce -0.8% 7,440 $1.6M
Henson-Edgewater Management, LLC 0.84% Reduce -6.6% 7,744 $1.6M
TD Private Client Wealth LLC 0.03% Add +7.7% 7,294 $1.6M
Crestwood Advisors Group, LLC 0.02% Add +0.7% 7,283 $1.6M
Lantz Financial LLC 0.29% Add +2.7% 7,273 $1.6M
Pacific Sage Partners, LLC 0.23% No change 7,272 $1.6M
WealthBridge Capital Management, LLC 0.32% New 7,265 $1.6M
Compound Planning, Inc. 0.04% Add +9.5% 7,240 $1.6M
DRW Securities, LLC 0.09% New 7,122 $1.6M
CSS LLC 0.21% Add +11.0% 7,082 $1.5M
Coastline Trust Co 0.14% No change 7,033 $1.5M
Simplicity Wealth,LLC 0.05% Add +172.2% 7,018 $1.5M
Paragon Advisors, LLC 0.32% Reduce -36.1% 7,005 $1.5M
Harvey Investment Co. LLC 0.17% No change 7,000 $1.5M
Accurate Wealth Management, LLC 0.14% New 6,491 $1.5M
Brian Low Financial Group, LLC 0.87% New 6,833 $1.5M
Ridgewood Investments LLC 0.56% Add +28.9% 6,798 $1.5M
Waterford Advisors, LLC 0.40% Reduce -3.9% 6,780 $1.5M
Phoenix Financial Ltd. 0.01% Reduce -58.8% 6,780 $1.5M
McKinley Carter Wealth Services, Inc. 0.08% Add +0.1% 6,776 $1.5M
Westpac Banking Corp. 0.09% Reduce -20.2% 6,761 $1.5M
Sig Brokerage, LP 0.23% Reduce -24.1% 6,732 $1.5M
Icon Wealth Advisors, LLC 0.09% Add +34.2% 6,719 $1.5M
CENTRAL TRUST Co 0.03% Reduce -8.2% 6,708 $1.5M
Global Retirement Partners, LLC 0.02% — 6,695 $1.5M
Meridian Wealth Management, LLC 0.04% Add +7.9% 6,631 $1.4M
Foundations Investment Advisors, LLC 0.01% New 6,590 $1.4M
Sagespring Wealth Partners, LLC 0.02% Add +17.0% 6,536 $1.4M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -3.5% 6,504 $1.4M
New Vernon Investment Management LLC 1.74% New 6,502 $1.4M
Trust Asset Management LLC 0.09% No change 6,498 $1.4M
CHICAGO TRUST Co NA 0.21% Reduce -11.9% 6,470 $1.4M
City National Bank of Florida 0.59% Add +0.2% 6,432 $1.4M
Cornerstone Wealth Group, LLC 0.08% Add +5.2% 6,349 $1.4M
Groupama Asset Managment 0.02% Add +0.1% 6,301 $1.4M
Alessandra Capital Management, LLC 0.98% New 6,310 $1.4M
McKinney Capital Management, LLC 0.54% New 6,280 $1.4M
Connecticut Wealth Management, LLC 0.05% Reduce -3.0% 6,260 $1.4M
Tailwinds Wealth, LLC 0.81% Add +196.3% 6,245 $1.4M
Perigon Wealth Management, LLC 0.02% Add +33.8% 6,209 $1.4M
Storgate, LLC 0.28% Add +263.0% 6,156 $1.3M
Allianz SE 0.01% Add +297.7% 6,152 $1.3M
One Wealth Advisors, LLC 0.15% Add +35.8% 6,149 $1.3M
Quantitative Investment Management, LLC 0.15% Reduce -68.1% 6,135 $1.3M
Smartleaf Asset Management LLC 0.04% No change 6,084 $1.3M
PeakShares LLC 0.99% Add +8.0% 6,101 $1.3M
Hutner Capital Management Inc. 0.53% Add +0.8% 6,093 $1.3M
Diversified Trust Co. 0.02% Add +21.1% 6,089 $1.3M
Prospera Financial Services Inc 0.02% Reduce -2.8% 6,086 $1.3M
Silver Oak Securities, Incorporated 0.08% Add +8.7% 6,086 $1.3M
First Western Trust Bank 0.06% Reduce -0.8% 6,056 $1.3M
Convergence Financial, LLC 0.10% Add +102.2% 6,018 $1.3M
Quantbot Technologies LP 0.05% Reduce -51.6% 6,015 $1.3M
Fisher Asset Management 0.00% Reduce -46.1% 6,012 $1.3M
Perpetual Ltd 0.02% Reduce -0.2% 5,961 $1.3M
Summit Asset Management, LLC 0.17% No change 5,947 $1.3M
Grey Ledge Advisors, LLC 0.26% New 5,899 $1.3M
Beaumont Financial Advisors, LLC 0.08% Add +0.9% 5,892 $1.3M
International Assets Investment Management, LLC 0.08% Add +8.3% 5,712 $1.3M
Crawford Investment Counsel Inc. 0.02% Add +0.3% 5,843 $1.3M
71 West Capital Partners 0.04% Add +99.3% 5,801 $1.3M
Cassia Capital Partners, LLC 0.61% Add +1.5% 5,778 $1.3M
Catalyst Financial Partners LLC 0.12% Reduce -26.2% 5,767 $1.3M
Checchi Capital Advisers, LLC 0.08% Reduce -0.1% 5,756 $1.3M
Nilsine Partners, LLC 0.09% Add +9.1% 5,735 $1.3M
Ironwood Investment Management LLC 0.43% No change 5,699 $1.2M
SageView Advisory Group, LLC 0.04% Add +2.8% 5,677 $1.2M
Asset Dedication, LLC 0.08% Reduce -0.9% 5,663 $1.2M
Jacobi Capital Management LLC 0.06% Reduce -8.9% 5,653 $1.2M
Monarch Capital Management Inc. 0.28% Add +88.2% 5,633 $1.2M
Papamarkou Wellner Asset Management inc. 0.77% Reduce -68.7% 6,156 $1.2M
RiverPark Advisors, LLC 0.60% Add +34.1% 5,576 $1.2M
SummitTX Capital, L.P. 0.03% New 5,546 $1.2M
Kenora Financial, LLC 0.37% Add +4.2% 5,542 $1.2M
Picton Mahoney Asset Management 0.01% New 5,515 $1.2M
Cigna Investments Inc. 0.16% Reduce -1.6% 5,510 $1.2M
Rwa Wealth Partners, LLC 0.01% Add +22.2% 5,465 $1.2M
Sapient Capital LLC 0.02% Add +58.0% 5,457 $1.2M
Eagle Global Advisors LLC 0.04% Reduce -5.2% 5,454 $1.2M
Compass Ion Advisors, LLC 0.10% Reduce -0.0% 5,452 $1.2M
Advyzon Investment Management, LLC 0.09% Reduce -8.6% 5,443 $1.2M
Armor Investment Advisors, LLC 0.38% Reduce -0.0% 5,441 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -1.4% 5,431 $1.2M
Great Lakes Retirement, Inc. 0.11% No change 5,423 $1.2M
Summit Financial, LLC 0.01% Reduce -2.8% 5,370 $1.2M
RNC Capital Management LLC 0.05% Add +1.2% 5,354 $1.2M
Hohimer Wealth Management, LLC 0.12% Add +7.6% 5,346 $1.2M
Qsemble Capital Management, LP 0.15% Reduce -90.5% 5,339 $1.2M
Parkside Financial Bank & Trust 0.08% Add +0.7% 5,330 $1.2M
Blalock Williams, LLC 0.75% Add +22.4% 5,327 $1.2M
SVB Wealth LLC 0.07% Reduce -1.5% 5,318 $1.2M
Greykasell Wealth Strategies, Inc. 0.42% Reduce -1.4% 5,303 $1.2M
Tobam 0.28% Reduce -4.1% 5,274 $1.2M
Mission Wealth Management, LP 0.01% Reduce -16.1% 5,237 $1.1M
Culbertson A N & Co. Inc. 0.13% Add +20.9% 5,235 $1.1M
Haverford Trust Co 0.01% Reduce -6.0% 5,220 $1.1M
IFP Advisors, Inc 0.02% Reduce -9.4% 5,207 $1.1M
Cinctive Capital Management LP 0.04% New 5,168 $1.1M
Private Capital Management, LLC 0.10% Add +0.1% 5,166 $1.1M
Ashton Thomas Securities, LLC 0.17% Add +9.2% 5,176 $1.1M
Profund Advisors LLC 0.03% Reduce -3.0% 5,105 $1.1M
MOKAN Wealth Management Inc. 0.43% New 5,097 $1.1M
Riverwater Partners LLC 0.33% Add +15.9% 5,077 $1.1M
Capital Investment Advisors, LLC 0.01% Add +9.0% 5,057 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -5.2% 5,012 $1.1M
Alps Advisors Inc. 0.01% New 4,996 $1.1M
Winslow Asset Management Inc. 0.19% Reduce -4.4% 4,995 $1.1M
Brindle & Bay Financial Advisors, LLC 0.54% New 4,977 $1.1M
Goelzer Investment Management, Inc. 0.05% Reduce -12.8% 4,975 $1.1M
Bluespring Wealth Management, LLC 0.02% New 4,972 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -35.5% 4,971 $1.1M
Kepler Cheuvreux (Suisse) SA 0.06% Reduce -93.6% 4,956 $1.1M
New Age Alpha Advisors, LLC 0.05% Reduce -9.8% 4,894 $1.1M
Centiva Capital, LP 0.04% New 4,883 $1.1M
Oppenheimer & Co. Inc. 0.01% Reduce -5.6% 4,881 $1.1M
Avior Wealth Management, LLC 0.03% Reduce -0.1% 4,880 $1.1M
Fortis Capital Advisors, LLC 0.12% New 4,875 $1.1M
Caxton Associates LLP 0.02% Add +3.4% 4,851 $1.1M
Proathlete Wealth Management LLC 0.26% Reduce -2.3% 4,842 $1.1M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -12.7% 4,783 $1.1M
Berkshire Asset Management LLC 0.04% Add +13.8% 4,785 $1.0M
Angeles Wealth Management, LLC 0.05% Reduce -17.0% 4,776 $1.0M
WP Advisors, LLC 0.25% Add +1.6% 4,734 $1.0M
Everhart Financial Group, Inc. 0.07% Add +2.1% 4,706 $1.0M
First Horizon Corp. 0.04% Reduce -4.5% 4,701 $1.0M
Northern Financial Advisors Inc 0.68% Reduce -0.8% 4,690 $1.0M
Atlantic Union Bankshares Corp 0.02% Add +0.2% 4,686 $1.0M
Acima Private Wealth, LLC 0.30% No change 4,680 $1.0M
Towne Trust Company, N.A 0.31% Add +24.0% 4,649 $1.0M
Mendel Money Management 0.37% New 4,619 $1.0M
Canandaigua National Bank & Trust Co. 0.08% — 4,610 $1.0M
Legacy Wealth Asset Management, LLC 0.22% Reduce -0.9% 4,608 $1.0M
Prosperity Consulting Group, LLC 0.04% Add +26.6% 4,595 $1.0M
Premier Path Wealth Partners, LLC 0.12% Add +2.0% 4,591 $1.0M
VARCOV Co. 0.38% New 4,582 $1.0M
Level Four Advisory Services, LLC 0.03% Add +1.1% 4,582 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Add +1.9% 4,575 $999K
KG Capital Management 0.59% Add +2.5% 4,566 $997K
Cooper Financial Group 0.08% Add +22.9% 4,564 $997K
Allen Investment Management, LLC 0.01% Reduce -0.3% 4,562 $997K
Moneta Group Investment Advisors LLC 0.01% Reduce -54.7% 4,525 $988K
Dynasty Wealth Management, LLC 0.01% New 4,524 $988K
Aventura Private Wealth, LLC 0.30% Add +1.0% 4,505 $984K
Capital Investment Advisory Services, LLC 0.06% Add +36.3% 4,498 $983K
Inlet Private Wealth, LLC 0.24% No change 4,432 $968K
Intesa Sanpaolo Wealth Management 0.19% No change 4,403 $962K
Brighton Jones LLC 0.02% Reduce -16.9% 4,371 $955K
CWS Financial Advisors, LLC 0.21% Add +7.0% 4,362 $953K
Monetary Management Group Inc. 0.20% Add +16.8% 4,350 $950K
Spirepoint Private Client, LLC 0.08% Reduce -1.5% 4,344 $949K
Souders Financial Advisors 0.10% Reduce -7.5% 4,335 $947K
Qtron Investments LLC 0.13% Reduce -22.0% 4,331 $946K
Nicolet Bankshares Inc. 0.03% Reduce -2.5% 4,087 $933K
Marino, Stram & Associates LLC 0.15% Add +0.5% 4,260 $931K
Insigneo Advisory Services, LLC 0.03% Add +17.0% 4,248 $928K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +10.1% 4,219 $922K
Equitable Holdings, Inc. 0.01% Reduce -44.2% 4,203 $918K
Birch Financial Group, LLC 0.47% Add +1.7% 4,194 $916K
Sumitomo Life Insurance Co. 0.01% Reduce -5.1% 4,181 $913K
Fidelis Capital Partners, LLC 0.05% Add +3.2% 4,158 $908K
Integrated Wealth Management 0.94% No change 4,094 $894K
Strata Wealth Advisors, LLC 0.22% Add +0.6% 4,088 $893K
Red Door Wealth Management, LLC 0.08% Add +0.2% 4,078 $891K
Linden Thomas Advisory Services, LLC 0.07% Add +1.4% 4,072 $890K
LVZ, Inc. 0.09% Add +37.8% 4,044 $883K
Signature Estate & Investment Advisors LLC 0.02% Reduce -42.9% 4,038 $882K
Founders Financial Securities LLC 0.05% Add +188.1% 4,036 $882K
Ceeto Capital Group, LLC 0.24% No change 4,000 $874K
Letson Investment Management, Inc. 0.32% No change 4,000 $874K
Cullinan Associates Inc. 0.07% No change 4,000 $874K
Lecap Asset Management Ltd. 0.37% New 3,982 $870K
Nixon Peabody Trust Co. 0.06% Add +14.0% 3,974 $868K
Viawealth, LLC 0.44% Add +1.4% 3,969 $867K
Fiduciary Trust Co 0.01% Reduce -30.0% 3,942 $861K
Lord & Richards Wealth Management, LLC 0.67% Add +3.4% 3,891 $850K
Cardiff Park Advisors, LLC 0.07% Reduce -0.1% 3,880 $847K
Oxford Asset Management LLP 0.42% New 3,871 $846K
Jump Financial, LLC 0.01% Reduce -39.8% 3,851 $841K
Gryphon Financial Partners LLC 0.08% Add +14.1% 3,848 $841K
Elm3 Financial Group, LLC 0.57% Reduce -6.6% 3,823 $835K
BankPlus Wealth Management LLC 0.38% Add +2.1% 3,816 $834K
Avestar Capital, LLC 0.05% Reduce -13.1% 3,809 $832K
J2 Capital Management Inc 0.56% Add +0.6% 3,786 $827K
Supplemental Annuity Collective Trust of NJ 0.21% Reduce -5.6% 3,748 $819K
Beacon Financial Group 0.07% Reduce -1.7% 3,747 $819K
Ameritas Advisory Services, LLC 0.02% Add +23.2% 3,733 $815K
Beverly Hills Private Wealth, LLC 0.16% Reduce -61.9% 3,732 $815K
DF Dent & Co. Inc. 0.02% No change 3,729 $815K
HBK Sorce Advisory LLC 0.02% Add +9.0% 3,810 $811K
Foster & Motley Inc. 0.04% Add +0.1% 3,683 $805K
HighPoint Advisor Group LLC 0.03% Add +19.4% 3,676 $803K
Mutual Advisors, LLC 0.02% Reduce -25.8% 3,672 $802K
Azimuth Capital Investment Management LLC 0.03% Reduce -3.1% 3,660 $800K
S.E.E.D. Planning Group LLC 0.21% Add +43.3% 3,653 $798K
Ellevest, Inc. 0.09% Reduce -7.8% 3,655 $796K
Shah Wealth Advisors, LLC 0.18% — 3,641 $795K
HUB Investment Partners, LLC 0.01% Add +5.7% 3,636 $794K
Independent Financial Group, LLC 0.01% Add +10.9% 3,613 $789K
Keel Point, LLC 0.05% Add +88.8% 3,611 $789K
EdgeRock Capital LLC 0.18% Reduce -3.4% 3,609 $788K
IHT Wealth Management, LLC 0.02% Reduce -13.4% 3,607 $788K
CFO4Life Group, LLC 0.11% Reduce -1.1% 3,602 $787K
LYNX Capital Group Ltd. 0.32% No change 3,594 $785K
Castleview Partners, LLC 0.34% Add +5.5% 3,582 $782K
Coyle Financial Counsel LLC 0.14% Reduce -0.1% 3,550 $775K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -11.8% 3,539 $773K
First Citizens Bank & Trust Co. 0.01% Add +1.4% 3,526 $770K
Keynote Financial Services LLC 0.36% New 3,517 $768K
First National Trust Co 0.03% Reduce -30.6% 3,482 $761K
Atlas Capital Advisors Inc. 0.08% Add +398.6% 3,480 $760K
Naviter Wealth, LLC 0.07% Reduce -0.2% 3,471 $758K
James Reed Financial Services, Inc. 0.57% No change 3,440 $751K
Harbour Investments, Inc. 0.01% Add +16.5% 3,430 $749K
Penserra Capital Management LLC 0.01% Add +2.7% 3,429 $748K
Legacy Capital Wealth Partners, LLC 0.14% Add +5.4% 3,409 $745K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Reduce -1.1% 3,389 $740K
Gilliland Jeter Wealth Management LLC 0.19% Add +0.0% 3,372 $737K
Heartland Bank & Trust Co 0.15% Reduce -1.1% 3,372 $737K
Valmark Advisers, Inc. 0.01% Reduce -3.0% 3,368 $736K
Transamerica Financial Advisors, LLC 0.06% Add +9.4% 3,367 $736K
CWA Asset Management Group, LLC 0.02% Reduce -4.3% 3,355 $733K
Stiles Financial Services Inc 0.18% Reduce -7.7% 3,353 $732K
Wellspring Financial Advisors, LLC 0.05% Reduce -11.2% 3,348 $731K
Nwam LLC 0.04% Add +2.4% 3,335 $729K
L2 Asset Management, LLC 0.08% Add +5.5% 3,335 $729K
Bradley Foster & Sargent Inc. 0.01% Add +2.3% 3,318 $725K
Argos Wealth Advisors, LLC 0.19% Add +29.3% 3,313 $724K
Flputnam Investment Management Co. 0.01% Add +14.2% 3,298 $720K
HCR Wealth Advisors 0.06% Add +109.4% 3,296 $720K
Woodmont Investment Counsel LLC 0.04% Reduce -0.9% 3,293 $719K
SCS Capital Management LLC 0.01% Add +2.4% 3,291 $719K
Gradient Investments LLC 0.01% Add +0.9% 3,272 $715K
J. Safra Sarasin Holding AG 0.01% Add +8.9% 3,373 $714K
Lanark Financial, Inc. 0.05% Add +6.1% 3,260 $712K
Twin Capital Management Inc. 0.08% Add +0.2% 3,252 $710K
Chicago Partners Investment Group LLC 0.01% Add +51.2% 3,427 $710K
Kohmann Bosshard Financial Services, LLC 0.06% Reduce -0.2% 3,236 $707K
Eagle Rock Investment Company, LLC 0.09% Reduce -41.5% 3,229 $705K
Delta Investment Management, LLC 0.12% Reduce -36.8% 3,222 $704K
Stoneridge Investment Partners LLC 0.46% New 3,326 $703K
Donaldson Capital Management, LLC 0.02% Reduce -4.3% 3,206 $700K
Modern Wealth Management, LLC 0.01% Add +192.5% 3,179 $695K
Legacy Financial Group, Inc. 0.16% No change 3,176 $694K
Trivium Point Advisory, LLC 0.06% Add +24.9% 3,174 $693K
J.W. Cole Advisors, Inc. 0.01% New 3,173 $693K
Center for Financial Planning, Inc. 0.06% No change 3,171 $693K
Rare Wolf Capital LLC 0.44% Add +84.7% 3,169 $692K
NorthCrest Asset Manangement, LLC 0.02% Reduce -33.3% 3,015 $692K
Auxier Asset Management LLC 0.09% No change 3,167 $692K
Alyeska Investment Group, L.P. 0.00% New 3,167 $692K
Wbi Investments, LLC 0.17% Reduce -44.0% 3,130 $684K
Two Sigma Securities, LLC 0.06% Reduce -75.8% 3,124 $682K
First Heartland Consultants, Inc. 0.04% Add +22.1% 3,114 $680K
Pure Financial Advisors, LLC 0.01% Add +38.5% 3,110 $679K
Sargent Investment Group, LLC 0.08% Reduce -1.9% 3,101 $677K
Hilton Head Capital Partners, LLC 0.34% Reduce -1.8% 3,086 $674K
Fulton Bank, N.A. 0.02% Reduce -6.2% 3,081 $673K
Diversified Enterprises, LLC 0.03% Add +11.1% 3,074 $672K
BSW Wealth Partners 0.07% Add +25.8% 3,070 $671K
Horizon Investment Services, LLC 0.19% Reduce -79.5% 3,066 $670K
Monument Capital Management 0.13% Reduce -81.1% 3,055 $667K
Baron Capital (BAMCO) 0.00% Reduce -11.7% 3,050 $666K
SmartHarvest Portfolios, LLC 0.21% Add +54.1% 3,043 $665K
Trail Ridge Investment Advisors, LLC 0.28% Reduce -6.3% 3,043 $665K
Shelton Capital Management 0.01% Reduce -88.5% 3,039 $664K
Manske Wealth Management 0.16% Add +159.4% 3,027 $661K
Wellington Grp LLC 0.17% Reduce -5.8% 3,024 $661K
Cannell & Spears LLC 0.01% Reduce -2.3% 3,010 $658K
Intrust Bank NA 0.05% Reduce -2.5% 3,010 $658K
PDS Planning, Inc 0.04% Reduce -6.7% 3,008 $657K
Renaissance Group LLC 0.03% Reduce -1.1% 3,003 $656K
Stevens Capital Management LP 0.16% Reduce -34.0% 2,999 $655K
Klingman & Associates, LLC 0.03% Add +2.1% 2,998 $655K
Symphony Financial Services, Inc. 0.29% No change 2,996 $655K
Manchester Capital Management LLC 0.09% Reduce -0.6% 2,995 $654K
Fairway Wealth LLC 0.15% Add +8.7% 2,988 $653K
Lakeridge Wealth Management LLC 0.24% Reduce -2.3% 2,977 $650K
Integrated Advisors Network LLC 0.03% Add +1.9% 2,968 $648K
Wakefield Asset Management LLLP 0.15% No change 2,967 $648K
Peak Asset Management, LLC 0.10% No change 2,962 $647K
Bridgewater Advisors Inc. 0.04% Add +2.7% 3,046 $641K
Prota Financial, LLC 0.42% Add +10.2% 2,844 $641K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -17.6% 2,928 $640K
Capital Analysts, LLC 0.01% Add +46.8% 2,919 $637K
Blue Trust, Inc. 0.01% Reduce -27.4% 2,916 $637K
Mount Lucas Management LP 0.23% Reduce -41.8% 2,911 $636K
Demming Financial Services Corp. 0.40% Add +10.9% 2,910 $636K
Retirement Planning Co of New England, Inc. 0.23% Add +5.9% 2,908 $635K
Ridge Creek Global, Inc 0.49% No change 2,895 $632K
AlphaCore Capital LLC 0.01% Add +11.2% 2,891 $632K
Permanent Capital Management, LP 0.08% No change 2,888 $631K
Alteri Wealth LLC 0.17% Reduce -1.1% 2,887 $631K
Old National Bancorp 0.01% Reduce -3.7% 2,880 $629K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -14.8% 2,880 $629K
Capital Investment Counsel, LLC 0.08% No change 2,871 $627K
Essex Financial Services, Inc. 0.03% Reduce -9.7% 2,866 $626K
Fulcrum Asset Management LLP 0.06% Reduce -86.6% 2,834 $623K
Wealth Alliance, LLC 0.05% Reduce -9.9% 2,846 $622K
Cidel Asset Management Inc. 0.03% Add +20.1% 2,845 $621K
AlTi Global, Inc. 0.01% Reduce -3.9% 2,833 $619K
Empirical Asset Management, LLC 0.14% Add +35.7% 2,821 $616K
Performance Wealth Partners, LLC 0.02% Add +0.5% 2,805 $613K
Kathmere Capital Management, LLC 0.03% Add +4.9% 2,802 $612K
Rehmann Capital Advisory Group 0.03% Add +1.4% 2,779 $607K
Mendel Capital Management LLC 0.27% Add +0.4% 2,773 $606K
Banque Transatlantique SA 0.01% New 2,763 $604K
Confluence Wealth Services, Inc. 0.02% New 2,758 $602K
PCM Encore, LLC 0.11% Add +0.5% 2,751 $601K
McAdam, LLC 0.02% Add +123.3% 2,746 $600K
KCM Investment Advisors LLC 0.02% Add +8.7% 2,744 $599K
Sowell Financial Services LLC 0.02% Reduce -9.6% 2,743 $599K
Kuhn & Co Investment Counsel 0.35% Add +0.4% 2,735 $597K
IFC Advisors LLC 0.08% Reduce -91.1% 2,714 $593K
Gabelli Funds LLC 0.00% Reduce -45.6% 2,704 $591K
Cambria Investment Management, L.P. 0.03% Add +27.6% 2,703 $590K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -3.0% 2,696 $589K
Stratos Investment Management, LLC 0.02% Add +10.4% 2,684 $586K
Bar Harbor Wealth Management 0.03% No change 2,668 $583K
Trust Point Inc. 0.05% Reduce -0.8% 2,663 $582K
Ahara Advisors LLC 0.39% Add +18.4% 2,655 $580K
Larry Mathis Financial Planning, LLC 0.44% Add +24.6% 2,652 $579K
Karani Asset Management LLC 0.42% New 2,643 $577K
Basecamp Wealth Advisors LLC 0.11% Reduce -0.2% 2,632 $575K
Brookstone Capital Management 0.01% Add +127.8% 2,626 $574K
Personal Cfo Solutions, LLC 0.08% Reduce -15.5% 2,623 $573K
Sunburst Financial Group, LLC 0.10% Add +5.8% 2,603 $569K
Range Financial Group LLC 0.15% Add +7.8% 2,587 $565K
Soltis Investment Advisors LLC 0.03% Add +3.9% 2,583 $564K
Legacy Financial Advisors, Inc. 0.07% Reduce -9.1% 2,573 $562K
Odyssean, LLC 0.09% Reduce -40.1% 2,566 $561K
Wealth Science Advisors LLC 0.25% Add +14.8% 2,560 $559K
Clarus Group, Inc. 0.19% Reduce -8.5% 2,551 $557K
Kera Capital Partners, Inc. 0.05% Add +2.5% 2,546 $556K
Coastal Bridge Advisors, LLC 0.03% Reduce -2.6% 2,546 $556K
Defined Wealth Management, LLC 0.29% Add +2.0% 2,542 $555K
Thoroughbred Financial Services, LLC 0.03% No change 2,545 $555K
Moss Adams Wealth Advisors LLC 0.03% Add +3.2% 2,523 $551K
Los Angeles Capital Management LLC 0.00% Reduce -96.3% 2,511 $549K
Knightsbridge Asset Management, LLC 0.07% Reduce -16.2% 2,511 $549K
Hexagon Capital Partners LLC 0.08% Add +41.6% 2,508 $548K
Trust Co. of Vermont 0.02% — 2,501 $546K
OMNI 360 Wealth, Inc. 0.25% Reduce -7.4% 2,500 $546K
Leonteq Securities AG 0.03% Reduce -66.6% 2,497 $545K
Natural Investments, LLC 0.12% Add +15.5% 2,496 $545K
Kesler, Norman & Wride, LLC 0.09% Reduce -47.5% 2,492 $544K
Maripau Wealth Management LLC 0.19% Add +18.5% 2,478 $543K
QTR Family Wealth, LLC 0.19% Reduce -0.9% 2,465 $539K
Finivi Inc. 0.28% Add +7.5% 2,464 $538K
United Community Bank 0.17% Add +1.0% 2,459 $537K
Hennion & Walsh Asset Management, Inc. 0.02% New 2,453 $536K
CNB Bank 0.21% Reduce -22.8% 2,438 $533K
Versant Capital Management, Inc 0.05% Add +44.7% 2,438 $533K
Fairvoy Private Wealth, LLC 0.11% Reduce -19.7% 2,422 $529K
Waddell & Associates, LLC 0.03% Reduce -3.5% 2,421 $529K
Howe & Rusling Inc. 0.03% Add +7.0% 2,415 $528K
Interchange Capital Partners, LLC 0.10% Add +21.0% 2,414 $527K
Bailard, Inc. 0.01% Add +6.1% 2,402 $525K
Proficio Capital Partners LLC 0.02% New 2,401 $525K
Defiance ETFs, LLC 0.01% Add +19.8% 2,328 $524K
TRB Wealth Management, LLC 0.07% Add +35.6% 2,394 $523K
Valeo Financial Advisors, LLC 0.01% Add +24.4% 2,378 $520K
Everpar Advisors LLC 0.15% Reduce -1.7% 2,377 $519K
Brown Miller Wealth Management, LLC 0.13% Add +2.4% 2,365 $517K
Xcelsior Advisor Partners LLC 0.07% New 2,362 $516K
Biltmore Family Office, LLC 0.07% Add +10.3% 2,353 $514K
Ameliora Wealth Management Ltd. 0.15% Add +67.0% 2,344 $512K
Orgel Wealth Management, LLC 0.01% No change 2,344 $512K
Sigma Planning Corp 0.01% Reduce -4.7% 2,340 $511K
King Luther Capital Management Corp. 0.00% Reduce -2.9% 2,339 $511K
Larson Financial Group LLC 0.01% Add +117.1% 2,338 $511K
Alta Advisers Ltd 0.12% No change 2,336 $510K
Balanced Wealth Group LLC 0.16% Reduce -0.1% 2,335 $510K
Oslo Pensjonsforsikring AS 0.06% No change 2,328 $509K
1776 Wealth LLC 0.18% No change 2,327 $508K
Townsquare Capital LLC 0.09% Add +9.1% 2,316 $506K
Inceptionr LLC 0.12% New 2,308 $504K
Axxcess Wealth Management, LLC 0.01% New 2,300 $503K
Northwest Bancshares, Inc. 0.09% No change 2,300 $502K
MW Advisory, LLC 0.20% — 2,298 $502K
VestGen Advisors, LLC 0.01% Add +13.1% 2,293 $501K
Centaurus Financial, Inc. 0.02% Add +28.7% 2,279 $498K
Thompson David Blair 0.25% New 2,277 $497K
Rather & Kittrell, Inc. 0.07% Reduce -46.1% 2,274 $497K
Family Manage LLC 0.05% Reduce -1.6% 2,270 $496K
Legacy Wealth Advisors, LLC 0.21% Add +56.1% 2,238 $489K
Mirabella Financial Services LLP 0.05% New 2,237 $489K
Stockman Wealth Management, Inc. 0.05% No change 2,230 $487K
Sterling Capital Management LLC 0.01% Add +22.8% 2,229 $487K
Burney Co./ 0.01% Reduce -2.9% 2,224 $486K
Enterprise Financial Services Corp 0.20% Reduce -5.3% 2,217 $484K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +6.0% 2,216 $484K
Facet Wealth, Inc. 0.01% Add +60.6% 2,207 $482K
Archer Investment Corp 0.09% No change 2,202 $481K
Dana Investment Advisors, Inc. 0.01% Add +6.2% 2,194 $479K
Garner Asset Management Corp 0.15% Add +92.7% 2,185 $477K
First Nebraska Trust Co 0.04% Add +0.7% 2,161 $472K
Independent Family Office, LLC 0.19% Reduce -13.2% 2,159 $472K
Gsa Capital Partners LLP 0.03% Reduce -10.3% 2,153 $470K
Fidelity D & D Bancorp Inc. 0.16% Reduce -2.3% 2,148 $469K
Abacus Wealth Partners, LLC 0.05% Reduce -0.5% 2,140 $467K
Stonebridge Financial Group, LLC / MO 0.31% Reduce -7.2% 2,131 $466K
Spinnaker Trust 0.02% Add +3.0% 2,131 $466K
Third View Private Wealth, LLC 0.06% No change 2,127 $465K
Tranquility Partners, LLC 0.16% Add +13.0% 2,122 $464K
Composition Wealth, LLC 0.01% Add +12.3% 2,121 $463K
Bernardo Wealth Planning LLC 0.08% Add +8.2% 2,105 $460K
Alerus Financial NA 0.02% Reduce -6.3% 2,095 $458K
Virtue Capital Management, LLC 0.06% Reduce -10.5% 2,090 $457K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -3.5% 2,089 $456K
Astoria Portfolio Advisors LLC. 0.08% Add +9.6% 2,080 $454K
E Fund Management Co., Ltd. 0.01% Reduce -3.7% 2,074 $453K
Douglass Winthrop Advisors, LLC 0.01% No change 2,073 $453K
Continuum Advisory, LLC 0.04% Reduce -20.3% 2,071 $452K
Phillips Wealth Planners LLC 0.33% Add +0.3% 1,922 $451K
Guidance Capital, Inc. 0.10% Add +76.8% 2,171 $447K
6th Street Advisors, LLC 0.26% Add +10.4% 2,041 $446K
Financial Engines Advisors L.L.C. 0.00% Add +2.8% 2,040 $446K
Wealthcare Advisory Partners LLC 0.01% Reduce -85.5% 2,032 $444K
Aviso Financial Inc. 0.02% Reduce -4.8% 2,028 $443K
Impact Capital Partners LLC 0.12% Reduce -6.4% 2,023 $442K
Bank of Marin 0.31% Reduce -22.1% 2,014 $440K
K.J. Harrison & Partners Inc 0.06% New 2,008 $439K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -11.8% 2,005 $438K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 2,003 $438K
KPP Advisory Services LLC 0.06% Reduce -5.8% 2,002 $437K
Castellan Group 0.05% No change 2,000 $437K
Gallacher Capital Management LLC 0.24% Add +8.5% 1,995 $436K
Claro Advisors Inc. 0.05% Add +1.1% 1,990 $435K
LMR Partners LLP 0.00% New 1,957 $428K
Anchor Investment Management, LLC 0.03% Add +37.6% 1,950 $426K
New World Advisors LLC 0.07% New 1,944 $425K
KFG Wealth Management, LLC 0.05% Add +1.1% 1,931 $422K
Kaizen Financial Strategies 0.17% Reduce -0.5% 1,871 $422K
Revisor Wealth Management LLC 0.10% Add +1.4% 1,929 $421K
Appleton Partners Inc. 0.03% Reduce -3.5% 1,922 $420K
Commerce Advisors, LLC 0.23% Add +4.2% 1,908 $417K
Daniel Investment Group, Inc. 0.25% — 1,904 $416K
Focus Financial Network, Inc. 0.01% Reduce -0.6% 1,899 $415K
Synergy Asset Management, LLC 0.04% Add +1.8% 1,887 $412K
Werba Rubin Papier Wealth Management 0.05% New 1,878 $410K
Fidato Wealth LLC 0.24% Add +0.2% 1,874 $409K
Opal Wealth Advisors, LLC 0.09% Reduce -16.0% 1,869 $408K
denkapparat Operations GmbH 0.13% New 1,844 $403K
Lewis Asset Management, LLC 0.14% No change 1,833 $400K
Aprio Wealth Management, LLC 0.02% Add +14.4% 1,831 $400K
Keystone Financial Group 0.02% New 1,830 $400K
ICW Investment Advisors LLC 0.14% Reduce -1.5% 1,827 $399K
Fiduciary Group, LLC 0.03% Reduce -6.5% 1,818 $397K
Knuff & Co LLC 0.10% No change 1,816 $397K
Yarger Wealth Strategies, LLC 0.14% Add +4.3% 1,717 $396K
Orrstown Financial Services Inc. 0.06% Reduce -32.7% 1,813 $396K
American Trust 0.03% Reduce -2.2% 1,811 $396K
Concentric Capital Strategies, LP 0.02% Reduce -81.0% 1,811 $396K
SkyView Investment Advisors, LLC 0.31% Reduce -86.4% 1,800 $393K
Quotient Wealth Partners, LLC 0.01% Reduce -9.8% 1,795 $392K
Atlas Brown,Inc. 0.11% Reduce -1.4% 1,792 $391K
Renasant Bank 0.25% Reduce -15.4% 1,792 $391K
Brave Warrior Advisors 0.01% No change 1,789 $391K
Smithfield Trust Co 0.02% No change 1,784 $389K
Moneco Advisors, LLC 0.02% New 1,776 $388K
GatePass Capital, LLC 0.15% Add +5.3% 1,774 $388K
Collaborative Fund Advisors, LLC 0.23% New 1,770 $387K
Ewa, LLC 0.07% Add +63.7% 1,768 $386K
Gilman Hill Asset Management, LLC 0.05% No change 1,759 $384K
Certuity, LLC 0.02% Add +18.2% 1,759 $384K
Rothschild Investment LLC 0.01% Reduce -16.3% 1,754 $383K
Income Insurance Ltd 0.23% No change 1,752 $383K
ING Groep NV 0.00% Reduce -93.4% 1,749 $382K
Bluedoor Private Wealth, LLC 0.16% No change 1,740 $380K
Ruggaard & Associates LLC 0.14% No change 1,739 $380K
Cambient Family Office, LLC 0.05% Reduce -9.7% 1,733 $379K
Franklin Street Advisors Inc. 0.02% Add +27.4% 1,732 $378K
Grove Bank & Trust 0.04% Reduce -5.2% 1,727 $377K
RFG Advisory, LLC 0.01% Reduce -14.2% 1,727 $377K
San Luis Wealth Advisors LLC 0.06% Reduce -0.7% 1,723 $376K
Gladstone Institutional Advisory LLC 0.01% Reduce -50.4% 1,720 $376K
Baron Wealth Management LLC 0.10% Add +29.7% 1,716 $375K
One Capital Management, LLC 0.01% No change 1,884 $373K
Waters Parkerson & Co., LLC 0.02% No change 1,705 $372K
Leavell Investment Management, Inc. 0.01% Reduce -2.8% 1,703 $372K
S-Bank Fund Management Ltd 0.05% Reduce -58.0% 1,703 $372K
Apella Capital, LLC 0.01% Reduce -5.3% 1,582 $371K
MRA Advisory Group 0.13% Add +0.1% 1,698 $371K
TritonPoint Partners, LLC 0.03% New 1,696 $370K
MBE Wealth Management, LLC 0.13% Add +0.2% 1,686 $368K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.5% 1,676 $366K
TIAA Wealth Investment Management LLC 0.00% Add +4.4% 1,674 $366K
Mechanics Bank Trust Department 0.05% Reduce -5.7% 1,673 $365K
Wedbush Securities Inc. 0.01% Reduce -2.0% 1,671 $365K
AA Financial Advisors, LLC 0.04% Add +2.8% 1,660 $363K
Oakmont Advisory Group, LLC 0.30% New 1,660 $363K
Emmett Investment Management, LP 0.25% New 1,600 $360K
OneAscent Financial Services LLC 0.02% Add +2.7% 1,647 $360K
Aspen Grove Capital, LLC 0.05% Reduce -0.1% 1,636 $358K
Allred Capital Management, LLC 0.12% No change 1,632 $357K
Goldstein Advisors, LLC 0.03% Add +1.9% 1,630 $356K
Rothschild Wealth LLC 0.03% Add +53.9% 1,617 $353K
Oxford Financial Group, LTD. LLC 0.02% Reduce -32.9% 1,615 $353K
Stablepoint Partners, LLC 0.05% Reduce -0.5% 1,612 $352K
Advisor OS, LLC 0.02% Reduce -5.2% 1,611 $352K
GeoWealth Management, LLC 0.01% Add +14.0% 1,600 $350K
CYBER HORNET ETFs LLC 0.20% Reduce -1.5% 1,588 $347K
Wealth Preservation Advisors, LLC 0.20% Reduce -14.7% 1,585 $346K
New Republic Capital, LLC 0.08% Reduce -4.5% 1,583 $346K
Hudock, Inc. 0.04% No change 1,581 $345K
Kingsview Wealth Management, LLC 0.00% Reduce -15.7% 1,579 $345K
Baugh & Associates, LLC 0.15% No change 1,575 $344K
Fortis Capital Management LLC 0.04% Reduce -61.8% 1,568 $342K
Dynamic Advisor Solutions LLC 0.01% Add +51.8% 1,567 $342K
Fiduciary Financial Advisors 0.03% New 1,564 $340K
Saranac Partners Ltd 0.11% New 1,552 $339K
Uhlmann Price Securities, LLC 0.01% Add +0.1% 1,542 $337K
Liberty One Investment Management, LLC 0.03% Add +11.4% 1,539 $336K
Laffer Tengler Investments, Inc. 0.05% No change 1,528 $334K
Mystic Asset Management, Inc. 0.07% Reduce -2.2% 1,526 $333K
Ausdal Financial Partners, Inc. 0.01% Add +5.8% 1,518 $332K
Ascentis Wealth Management, LLC 0.06% New 1,518 $332K
Kapstone Financial Advisors LLC 0.14% No change 1,515 $331K
West Family Investments, Inc. 0.10% Reduce -0.1% 1,511 $330K
R Squared Ltd 0.17% New 1,510 $330K
LaSalle St. Investment Advisors, LLC 0.04% Reduce -0.1% 1,509 $330K
Magnolia Capital Advisors LLC 0.06% Reduce -0.5% 1,506 $329K
Harbour Trust & Investment Management Co 0.03% Add +1.1% 1,502 $328K
Triad Wealth Partners, LLC 0.02% Add +20.9% 1,556 $327K
Ponta Wealth Partners, LLC 0.17% New 1,494 $326K
Range Advisory, LLC 0.04% Add +45.5% 1,489 $325K
Syverson Strege & Co 0.07% Reduce -21.8% 1,486 $325K
Cromwell Holdings LLC 0.15% Reduce -4.3% 1,484 $324K
FourThought Financial Partners, LLC 0.02% Reduce -19.1% 1,468 $321K
Laurel Wealth Advisors LLC 0.03% No change 1,464 $320K
Investment Planning Advisors, Inc. 0.07% Add +18.6% 1,463 $320K
YHB Investment Advisors, Inc. 0.02% Add +2.5% 1,458 $319K
Tritonpoint Wealth, LLC 0.03% Reduce -7.5% 1,435 $313K
Stonehearth Capital Management, LLC 0.11% No change 1,433 $313K
Van Hulzen Asset Management, LLC 0.02% New 1,432 $313K
Obermeyer Wealth Partners 0.01% Add +12.0% 1,429 $312K
Juncture Wealth Strategies, LLC 0.08% No change 1,425 $311K
Prostatis Group LLC 0.07% New 1,425 $311K
FWG Investments, LLC. 0.16% No change 1,424 $311K
Plancorp, LLC 0.01% Reduce -4.8% 1,324 $310K
Cortland Associates Inc. 0.04% Reduce -1.7% 1,419 $310K
180 Wealth Advisors, LLC 0.03% Reduce -3.4% 1,414 $309K
Genesis Private Wealth, LLC 0.09% Reduce -17.0% 1,413 $309K
Dogwood Wealth Management LLC 0.12% Reduce -5.1% 1,409 $308K
Selective Wealth Management, Inc. 0.08% Add +2.9% 1,477 $307K
Bartlett & Co. Wealth Management LLC 0.00% Add +2.5% 1,405 $307K
Oarsman Capital, Inc. 0.03% Reduce -8.0% 1,400 $306K
1ST Source Bank 0.01% Reduce -12.9% 1,400 $306K
Flagship Harbor Advisors, LLC 0.01% Reduce -34.7% 1,392 $304K
Drucker Wealth 3.0, LLC 0.05% New 1,388 $303K
Falcon Wealth Planning 0.02% Reduce -8.2% 1,385 $302K
George Kaiser Family Foundation 0.03% Reduce -10.9% 1,378 $301K
Prescott Group Capital Management, L.L.C. 0.03% Reduce -10.9% 1,378 $301K
Stock Yards Bank & Trust Co. 0.01% Add +2.1% 1,367 $299K
Inscription Capital, LLC 0.03% Reduce -15.9% 1,362 $297K
AdvisorNet Financial, Inc 0.01% Add +36.4% 1,361 $297K
Childress Capital Advisors, LLC 0.05% Add +2.0% 1,361 $297K
Sandy Cove Advisors, LLC 0.07% Add +11.1% 1,357 $297K
Revolve Wealth Partners, LLC 0.03% Add +16.8% 1,354 $296K
Sompo Asset Management Co., Ltd. 0.05% Reduce -18.2% 1,350 $295K
Teza Capital Management LLC 0.57% Reduce -25.9% 1,342 $293K
Groupe la Francaise 0.00% Reduce -95.3% 1,341 $293K
D.B. Root & Company, LLC 0.06% Add +3.6% 1,337 $292K
D'Orazio & Associates, Inc. 0.03% Add +2.5% 1,337 $292K
Wealth Architects, LLC 0.02% Add +6.5% 1,329 $290K
PGIM Custom Harvest LLC 0.00% Reduce -16.0% 1,324 $289K
Beacon Financial Advisory LLC 0.06% Reduce -3.2% 1,318 $288K
Mezzasalma Advisors, LLC 0.06% Add +0.1% 1,318 $288K
SkyOak Wealth, LLC 0.05% New 1,312 $287K
Money Concepts Capital Corp. 0.01% Reduce -0.5% 1,308 $286K
Victory Financial Group, LLC 0.03% Add +8.0% 1,307 $286K
Trueblood Wealth Management, LLC 0.10% Reduce -5.0% 1,303 $285K
Balentine LLC 0.01% New 1,298 $284K
Rathbones Group PLC 0.00% No change 1,296 $283K
CVA Family Office, LLC 0.03% Reduce -1.3% 1,295 $283K
Secure Asset Management, LLC 0.04% Reduce -7.9% 1,290 $282K
Phillips Financial Management, LLC 0.02% Reduce -1.9% 1,288 $281K
Cannon Wealth Management Services, LLC 0.15% Add +0.4% 1,287 $281K
Sagewood Asset Management LP 0.06% New 1,282 $280K
Forthright Family Wealth Advisory LLC 0.16% No change 1,277 $279K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -0.3% 1,273 $278K
Earned Wealth Advisors, LLC 0.02% Add +3.3% 1,270 $277K
Corundum Group, Inc. 0.08% Reduce -0.8% 1,265 $276K
Foster Group, Inc. 0.01% Add +25.1% 1,263 $276K
HBW Advisory Services LLC 0.03% Add +16.1% 1,263 $276K
Five Oceans Advisors 0.09% Add +0.4% 1,261 $275K
Tobias Financial Advisors, Inc. 0.03% Reduce -0.3% 1,257 $275K
Systematic Alpha Investments, LLC 0.01% No change 1,257 $275K
Landing Point Financial Group, LLC 0.09% No change 1,256 $274K
Greenspring Advisors, LLC 0.02% Reduce -7.7% 1,252 $274K
Waterfront Wealth Inc. 0.04% Reduce -1.7% 1,182 $273K
LexAurum Advisors, LLC 0.03% Add +1.1% 1,245 $272K
Providence Wealth Advisors, LLC 0.16% No change 1,190 $271K
CoreCap Advisors, LLC 0.01% Reduce -94.7% 1,241 $271K
Unique Wealth, LLC 0.03% Add +4.3% 1,240 $271K
Joel Isaacson & Co., LLC 0.01% Add +3.2% 1,238 $270K
Presper Financial Architects, LLC 0.14% Add +0.2% 1,235 $270K
Madison Wealth Partners, Inc 0.03% Add +2.1% 1,234 $269K
Wallace Capital Management Inc. 0.03% No change 1,231 $269K
Core Alternative Capital 0.08% Add +16.5% 1,229 $268K
Anchyra Partners LLC 0.06% Reduce -4.5% 1,229 $268K
Brevan Howard Capital Management LP 0.00% Reduce -95.8% 1,229 $268K
MJP Associates Inc. 0.03% Add +7.1% 1,227 $268K
TrueWealth Advisors, LLC 0.06% Reduce -2.7% 1,225 $268K
PFG Advisors 0.01% Add +0.7% 1,223 $267K
Wall Street Financial Group, Inc. 0.14% Reduce -20.7% 1,221 $267K
Octavia Wealth Advisors, LLC 0.02% Add +0.3% 1,220 $267K
Argent Trust Co 0.01% New 1,214 $265K
Warren Street Wealth Advisors, LLC 0.06% New 1,210 $264K
Harfst & Associates, Inc. 0.04% Reduce -65.4% 1,208 $264K
Fragasso Financial Advisors Inc 0.01% New 1,205 $263K
Castle Rock Wealth Management, LLC 0.05% Reduce -2.3% 1,167 $263K
WMS Group LLC 0.34% No change 1,200 $262K
DV Trading LLC 0.02% New 1,200 $262K
Knollwood Investment Advisory, LLC 0.02% Reduce -74.7% 1,198 $262K
IFG Advisory, LLC 0.01% New 1,198 $262K
Wealth Enhancement Trust Services, Inc. 0.03% Reduce -14.7% 1,192 $260K
Cookson Peirce & Co. Inc. 0.01% No change 1,185 $259K
Malaga Cove Capital, LLC 0.08% Reduce -27.5% 1,178 $257K
Capital Asset Advisory Services LLC 0.01% New 1,177 $257K
Bluefin Capital Management, LLC 0.07% Reduce -35.0% 1,170 $256K
American National Bank & Trust 0.02% Add +1.0% 1,170 $256K
Main Street Financial Solutions, LLC 0.02% Reduce -6.7% 1,165 $255K
Aspire Growth Partners LLC 0.15% New 1,164 $254K
Fielder Capital Group LLC 0.06% Reduce -5.2% 1,164 $254K
Marble Wealth, LLC 0.04% Reduce -1.1% 1,162 $254K
Zions Bancorporation, National Association 0.01% Add +16.9% 1,143 $250K
Tannin Capital LLC 0.16% New 1,139 $249K
Johnson Financial Group, LLC 0.01% New 1,139 $249K
Albion Financial Group 0.01% No change 1,137 $248K
Texas Yale Capital Corp. 0.01% New 1,134 $248K
Tradewinds, LLC. 0.06% New 8,014 $247K
Stembrook Asset Management, LLC 0.21% No change 1,130 $247K
Kelleher Financial Advisors 0.04% Add +18.6% 1,127 $246K
Simmons Bank 0.01% New 1,127 $246K
Pine Valley Investments Ltd Liability Co 0.01% Add +5.2% 1,122 $245K
Sentinel Trust Co. Lba 0.02% No change 1,121 $245K
Brogan Financial, Inc. 0.10% Reduce -0.5% 1,120 $245K
MQS Management LLC 0.30% New 1,119 $244K
LVW Advisors, LLC 0.02% New 1,119 $244K
Pines Wealth Management, LLC 0.07% Reduce -17.0% 1,115 $244K
Becker Capital Management Inc. 0.01% Add +8.6% 1,109 $242K
NCM Capital Management, LLC 0.07% No change 1,109 $242K
Koshinski Asset Management, Inc. 0.01% Reduce -16.2% 1,107 $242K
Cumberland Partners Ltd 0.02% Add +2.5% 1,104 $241K
Betterment LLC 0.00% New 1,105 $241K
EFG International AG 0.00% Reduce -0.5% 1,102 $241K
Allen Capital Group, LLC 0.02% New 1,095 $239K
Csenge Advisory Group 0.01% New 1,092 $239K
Portfolio Design Labs, LLC 0.04% Reduce -81.3% 1,090 $238K
GTS Securities LLC 0.01% Reduce -81.7% 1,087 $237K
North Star Investment Management Corp. 0.01% Reduce -2.2% 1,086 $237K
Keebeck Wealth Management 0.02% New 1,085 $237K
Pembroke Management, LTD 0.03% No change 1,079 $236K
Winter & Associates, Inc. 0.18% No change 1,077 $235K
Hofer & Associates. Inc 0.11% No change 1,071 $234K
Verdence Capital Advisors LLC 0.01% Reduce -2.6% 1,071 $234K
Alpha Family Trust 0.09% No change 1,070 $234K
Portside Wealth Group, LLC 0.03% New 1,056 $231K
Moody National Bank Trust Division 0.02% Reduce -10.3% 1,056 $231K
Clearstead Trust, LLC 0.03% Reduce -83.2% 1,046 $228K
Wealthquest Corp 0.01% Add +3.0% 1,046 $228K
State of Wyoming 0.02% Add +247.0% 1,041 $227K
XTX Topco Ltd 0.00% New 1,040 $227K
Colonial Trust Co / SC 0.03% Add +23.2% 1,037 $227K
Embree Financial Group 0.02% Reduce -18.1% 1,035 $226K
Hanson & Doremus Investment Management 0.02% No change 1,033 $226K
Boston Family Office LLC 0.01% No change 1,036 $226K
OneAscent Family Office, LLC 0.11% New 1,030 $225K
Engineers Gate Manager LP 0.00% Reduce -97.6% 1,021 $223K
Summitry LLC 0.01% New 1,020 $223K
Platform Technology Partners 0.04% Reduce -2.7% 1,017 $222K
AlphaGrep UK Ltd 0.07% Reduce -77.5% 1,014 $222K
Security National Bank 0.03% Reduce -1.6% 1,013 $221K
Americana Partners, LLC 0.01% Reduce -37.0% 1,011 $221K
GW Henssler & Associates Ltd. 0.01% New 1,009 $220K
Citizens & Northern Corp. 0.05% New 1,009 $220K
Lake Street Private Wealth, LLC 0.03% New 1,007 $220K
Pavion Blue Capital, LLC 0.09% New 1,000 $218K
Paradigm Asset Management Co. LLC 0.05% Reduce -79.2% 1,000 $218K
RBF Capital, LLC 0.01% New 1,000 $218K
Urban Wealth Management, LLC 0.19% Reduce -17.6% 999 $218K
Kanawha Capital Management LLC 0.01% New 996 $218K
Cascade Financial Partners, LLC 0.02% New 995 $217K
Jacobsen Capital Management 0.06% Reduce -9.7% 992 $217K
Chesapeake Wealth Management 0.06% Reduce -5.5% 989 $216K
Abel Hall, LLC 0.04% Reduce -9.9% 988 $216K
HM Payson & Co. 0.00% Reduce -26.0% 987 $216K
Seed Wealth Management, Inc. 0.14% Reduce -22.4% 987 $216K
Sovereign Financial Group, Inc. 0.03% New 983 $215K
Meadow Creek Wealth Advisors LLC 0.13% New 978 $214K
Talon Private Wealth, LLC 0.03% New 977 $213K
South Shore Capital Advisors 0.14% New 970 $212K
Oakworth Capital, Inc. 0.01% No change 956 $211K
Inspire Advisors, LLC 0.01% New 963 $211K
NBH Bank 0.09% — 963 $210K
Beese Fulmer Investment Management, Inc. 0.01% Reduce -34.3% 961 $210K
Stonebrook Private Inc. 0.04% New 961 $210K
Trek Financial, LLC 0.01% New 961 $210K
Up Strategic Wealth Investment Advisors LLC 0.12% New 983 $209K
SYM FINANCIAL Corp 0.02% Reduce -14.6% 957 $209K
Traynor Capital Management, Inc. 0.01% New 954 $208K
Reynders McVeigh Capital Management, LLC 0.01% New 952 $208K
Cary Street Partners Investment Advisory LLC 0.04% Add +17.8% 951 $208K
Arkfeld Wealth Strategies, L.L.C. 0.06% New 896 $207K
Mitchell McLeod Pugh & Williams Inc. 0.03% New 948 $207K
True North Advisors, LLC 0.02% Reduce -11.3% 946 $207K
Community Trust & Investment Co. 0.01% New 945 $206K
Three Magnolias Financial Advisors, LLC 0.12% New 945 $206K
Outlook Wealth Advisors, LLC 0.04% New 945 $206K
Barr E S & Co. 0.01% New 941 $206K
AMG Asset Management Group, Inc. 0.13% New 940 $205K
Stirlingshire Investments, Inc. 0.15% New 939 $205K
Summit Securities Group LLC 0.04% Reduce -6.0% 936 $204K
Warwick Investment Management, Inc. 0.02% New 936 $204K
Pinion Investment Advisors, LLC 0.04% New 935 $204K
Hidden Cove Wealth Management, LLC 0.11% New 934 $204K
Evernest Financial Advisors, LLC 0.04% New 934 $204K
Legacy Trust 0.04% New 933 $204K
Mowery & Schoenfeld Wealth Management, LLC 0.28% No change 930 $203K
Evermay Wealth Management LLC 0.02% Add +18.7% 928 $203K
Quantum Financial Advisors, LLC 0.02% New 923 $202K
Avidian Wealth Enterprises, LLC 0.01% New 920 $201K
Caliber Wealth Management, LLC / KS 0.02% New 919 $201K
Mosaic Family Wealth Partners, LLC 0.01% New 917 $200K
AGH Wealth Advisors, LLC 0.13% New 917 $200K
Cornerstone Wealth Management, LLC 0.01% New 917 $200K
Hollencrest Capital Management 0.01% Reduce -14.1% 911 $199K
Swiss Re Ltd. 0.02% Add +474.5% 902 $197K
Deseret Mutual Benefit Administrators 0.06% Add +5.7% 890 $194K
St. Louis Trust Co 0.02% No change 14,413 $190K
Silver Grove Financial Group, Inc. 0.10% Add +89.1% 866 $189K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -49.8% 791 $185K
YANKCOM Partnership 0.07% Add +116.9% 835 $182K
Prosperity Bancshares Inc 0.12% Add +16.5% 834 $182K
St Germain D J Co. Inc. 0.01% No change 805 $176K
Vanguard National Trust Co 0.01% Add +70.6% 790 $173K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +15.7% 775 $169K
Quent Capital, LLC 0.01% Add +33.3% 772 $169K
Obsidian Cio, LLC 0.12% Reduce -6.1% 757 $165K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 750 $164K
SBI Securities Co., Ltd. 0.00% Add +45.4% 737 $161K
Simplex Trading, LLC 0.00% Add +99.5% 722 $158K
Owl Creek Wealth Partners LLC 0.05% Reduce -0.7% 709 $155K
Montag A & Associates Inc. 0.01% Add +74.3% 697 $152K
Quantum Portfolio Management LLC 0.05% New 689 $151K
Jackson, Grant Investment Advisers, Inc. 0.05% No change 685 $150K
MRP Capital Investments, LLC 0.10% Add +4.0% 650 $142K
Pinnacle Bancorp, Inc. 0.04% Add +2.4% 637 $139K
Institute for Wealth Management, LLC. 0.01% New 633 $138K
Capital Advisors, Ltd. LLC 0.01% Add +12.1% 622 $136K
Cary Street Partners Financial LLC 0.00% Add +15.7% 603 $132K
Compass Financial Management LLC 0.02% — 593 $128K
Rialto Wealth Management, LLC 0.02% Add +182.1% 567 $124K
N.E.W. Advisory Services LLC 0.01% Add +1.4% 561 $123K
Country Trust Bank 0.00% Add +1.3% 558 $122K
Golden State Wealth Management, LLC 0.01% Add +17.4% 552 $121K
Hara Capital LLC 0.06% No change 542 $118K
Chilton Capital Management LLC 0.00% Add +92.6% 520 $114K
Salomon & Ludwin, LLC 0.01% Add +46.3% 496 $112K
Strategic Investment Advisors / MI 0.01% Reduce -17.8% 503 $110K
Armstrong Advisory Group, Inc. 0.01% Reduce -4.6% 502 $110K
Tiaa Trust, National Association 0.01% Add +1.0% 496 $108K
Evelyn Partners Group Ltd 0.00% — 485 $106K
City State Bank 0.02% No change 482 $105K
Washington Trust Advisors, Inc. 0.01% Reduce -4.4% 479 $105K
Keating Financial Advisory Services, Inc. 0.01% Add +176.3% 478 $104K
Princeton Global Asset Management LLC 0.01% Reduce -11.5% 477 $104K
Catalyst Capital Advisors LLC 0.00% Reduce -1.5% 468 $102K
Generali Investments, Management Co LLC 0.02% No change 451 $99K
Cassaday & Co Wealth Management LLC 0.00% Reduce -0.2% 451 $99K
AlphaCentric Advisors LLC 0.08% Reduce -41.8% 445 $97K
Trust Co. of Toledo NA 0.01% Add +12.7% 444 $97K
Bruce G. Allen Investments, LLC 0.06% Reduce -26.5% 440 $96K
Ulland Investment Advisors, LLC 0.07% No change 425 $93K
MV Capital Management, Inc. 0.01% Reduce -25.0% 422 $92K
Covestor Ltd 0.05% Reduce -7.2% 425 $92K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.5% 421 $92K
Southern Michigan Bank & Trust 0.03% Add +5.4% 411 $90K
High Note Wealth, LLC 0.02% Add +9.0% 410 $90K
GW&K Investment Management, LLC 0.00% Add +4.6% 406 $89K
Signature Equity Partners, LLC 0.04% Reduce -3.2% 395 $86K
Vision Retirement, LLC 0.02% Reduce -69.1% 392 $86K
Westfuller Advisors, LLC 0.03% Add +58.1% 389 $85K
Prestige Wealth Management Group LLC 0.02% No change 382 $83K
SHP Wealth Management 0.01% Add +17.9% 382 $83K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -33.3% 378 $83K
Y.D. More Investments Ltd 0.00% Add +0.5% 376 $82K
Independence Bank of Kentucky 0.01% Reduce -3.9% 370 $81K
Fairscale Capital, LLC 0.05% No change 365 $80K
LRI Investments, LLC 0.01% Reduce -20.4% 360 $79K
Islay Capital Management, LLC 0.04% Reduce -72.9% 360 $79K
Optiver Holding B.V. 0.00% New 352 $77K
WPG Advisers, LLC 0.04% Add +15.2% 348 $76K
Bank of New Hampshire 0.02% No change 345 $75K
Allied Private Wealth LLC 0.05% — 321 $75K
Clark Wealth Partners 0.04% Reduce -1.8% 331 $72K
Community Financial Services Group, LLC 0.01% Reduce -30.4% 320 $72K
S&T Bank 0.02% Reduce -23.9% 327 $71K
JPL Wealth Management, LLC 0.01% Reduce -6.9% 326 $71K
Highline Wealth Partners LLC 0.01% Reduce -1.5% 319 $70K
Physician Wealth Advisors, Inc. 0.01% Reduce -12.4% 319 $70K
Index Technologies Group LLC 0.06% New 317 $69K
Cornerstone Planning Group LLC 0.01% Add +15.9% 336 $69K
Centerpoint Advisors, LLC 0.02% No change 311 $68K
Mascoma Wealth Management LLC 0.01% No change 311 $68K
BOK Financial Private Wealth, Inc. 0.00% Add +1.6% 310 $68K
Buck Wealth Strategies, LLC 0.01% New 307 $67K
McMillan Office, Inc. 0.01% No change 305 $67K
Steigerwald, Gordon & Koch Inc. 0.01% No change 305 $67K
Crews Bank & Trust 0.01% No change 303 $66K
Front Row Advisors LLC 0.02% No change 307 $65K
Atlatl Advisers LLC 0.01% New 285 $62K
Ares Financial Consulting, LLC 0.04% No change 280 $61K
Harbor Investment Advisory, LLC 0.00% No change 278 $61K
Westside Investment Management, Inc. 0.01% No change 277 $61K
Vestor Capital, LLC 0.00% Add +530.7% 1,766 $59K
True Wealth Design, LLC 0.01% Reduce -22.8% 268 $59K
Bell Investment Advisors, Inc 0.01% Reduce -6.1% 260 $57K
Cheviot Value Management, LLC 0.01% No change 250 $55K
Axiom Investment Management LLC 0.04% Add +55.4% 244 $53K
Kemnay Advisory Services Inc. 0.01% Add +3.0% 241 $53K
Salem Investment Counselors Inc. 0.00% No change 237 $52K
TFC Financial Management, Inc. 0.01% Add +1.3% 235 $51K
Boyd Watterson Asset Management LLC 0.01% No change 234 $51K
University of Texas/Texas Am Investment Management Co. 0.01% No change 231 $50K
JFS Wealth Advisors, LLC 0.00% Add +3.1% 229 $50K
Roxbury Financial LLC 0.04% No change 228 $50K
Ankerstar Wealth, LLC 0.04% Add +7166.7% 218 $48K
Private Wealth Asset Management, LLC 0.00% No change 216 $47K
First Command Advisory Services, Inc. 0.00% Add +70.1% 216 $47K
Financial Life Planners 0.03% No change 215 $47K
Colonial Trust Advisors 0.00% Add +3.4% 214 $47K
Rossby Financial, LCC 0.01% Reduce -7.0% 211 $46K
Glen Eagle Advisors, LLC 0.01% Add +1.9% 209 $46K
Crewe Advisors LLC 0.00% Add +70.0% 204 $45K
1248 Management, LLC 0.02% No change 203 $44K
Thompson Investment Management, Inc. 0.01% No change 200 $44K
Creative Financial Designs Inc. 0.00% Add +1.0% 199 $43K
Financial Management Professionals, Inc. 0.00% Reduce -68.6% 196 $43K
Sachetta, LLC 0.02% Add +9.1% 192 $42K
Delos Wealth Advisors, LLC 0.02% New 191 $42K
Regatta Research & Money Management 0.04% — 190 $42K
Barnes Dennig Private Wealth Management LLC 0.03% Add +5.6% 190 $42K
Fortitude Family Office, LLC 0.01% Add +3.3% 190 $42K
Canton Hathaway, LLC 0.01% Reduce -96.0% 186 $41K
Bogart Wealth, LLC 0.00% Add +45.2% 180 $39K
Kimelman & Baird, LLC 0.00% No change 175 $38K
DecisionPoint Financial, LLC 0.01% Reduce -1.2% 166 $37K
Gleason Group, Inc. 0.00% No change 164 $36K
West Paces Advisors Inc. 0.01% New 163 $36K
Arlington Trust Co LLC 0.00% No change 160 $35K
Raffa Wealth Management, LLC 0.00% Add +6.0% 158 $35K
TOWER TRUST & INVESTMENT Co 0.02% No change 156 $34K
JNBA Financial Advisors 0.00% No change 154 $34K
Richardson Financial Services Inc. 0.02% Add +105.3% 154 $34K
Axxion S.A. 0.00% — 152 $33K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 151 $33K
HHM Wealth Advisors, LLC 0.00% Add +4.2% 150 $33K
SOA Wealth Advisors, LLC. 0.01% Reduce -79.3% 2,802 $33K
Plante Moran Financial Advisors, LLC 0.00% Add +4.2% 148 $32K
Entrust Financial LLC 0.02% No change 145 $32K
Acumen Wealth Advisors, LLC 0.01% No change 144 $31K
Ogorek Anthony Joseph /NY/ 0.01% Add +10.1% 142 $31K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +52.8% 139 $30K
Accent Capital Management, LLC 0.01% No change 138 $30K
Webster Bank, N. A. 0.00% No change 138 $30K
Avion Wealth 0.01% Add +33.0% 141 $30K
Wilkerson Advisory Group LLC 0.01% Add +22.3% 137 $30K
DiNuzzo Private Wealth, Inc. 0.00% No change 135 $29K
Elevation Wealth Partners, LLC 0.01% Add +32.0% 132 $29K
Aspect Partners, LLC 0.01% Reduce -5.2% 128 $28K
City Holding Co. 0.00% Reduce -35.5% 127 $28K
Kilter Group LLC 0.01% Reduce -6.0% 125 $27K
Byrne Asset Management LLC 0.01% No change 125 $27K
IMG Wealth Management, Inc. 0.01% No change 121 $26K
J.Safra Asset Management Corp 0.00% Reduce -61.6% 121 $26K
Meeder Asset Management Inc. 0.00% Add +24.0% 119 $26K
Tradewinds Capital Management, LLC 0.00% No change 115 $25K
Rosenberg Matthew Hamilton 0.00% Reduce -26.4% 114 $25K
Tounjian Advisory Partners, LLC 0.01% New 113 $25K
Darwin Wealth Management, LLC 0.01% No change 111 $24K
Cornerstone Financial Management LLC 0.02% Add +54.2% 111 $24K
Valued Wealth Advisors LLC 0.01% Reduce -52.6% 108 $24K
Solstein Capital, LLC 0.01% No change 107 $23K
Triumph Capital Management 0.00% Add +20.2% 107 $23K
Private Wealth Management Group, LLC 0.01% Reduce -11.2% 103 $23K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 101 $22K
Kings Path Partners LLC 0.01% Add +140.5% 101 $22K
Roble, Belko & Company, Inc 0.00% No change 100 $22K
Stance Capital LLC 0.01% New 100 $22K
Bare Financial Services, Inc 0.00% Add +45.5% 96 $21K
Bangor Savings Bank 0.00% No change 96 $21K
Hughes Financial Services, LLC 0.00% Add +88.0% 94 $21K
Key Financial Inc 0.00% No change 89 $19K
Bullock Wealth Management Group 0.01% No change 85 $19K
Financial Consulate, Inc. 0.00% Add +26.1% 87 $19K
Hilltop National Bank 0.00% No change 84 $18K
First Pacific Financial 0.00% Add +78.3% 82 $18K
Pacifica Partners Inc. 0.01% No change 77 $18K
Lummis Asset Management, LP 0.01% Add +11.0% 81 $18K
Creative Capital Management Investments LLC 0.00% Add +153.1% 81 $18K
Marquette Asset Management, LLC 0.00% Add +33.3% 76 $17K
Parvin Asset Management, LLC 0.01% No change 75 $16K
First Bancorp, Inc 0.01% New 75 $16K
DT Investment Partners, LLC 0.00% No change 75 $16K
Atwood & Palmer Inc. 0.00% No change 75 $16K
SJS Investment Consulting Inc. 0.00% Add +10.8% 72 $16K
Ameriflex Group, Inc. 0.01% Add +10.9% 71 $16K
Chung Wu Investment Group, LLC 0.01% No change 70 $15K
GoalVest Advisory LLC 0.00% New 70 $15K
Principia Wealth Advisory, LLC 0.01% Add +106.1% 68 $15K
Pacific Center for Financial Services 0.00% No change 68 $15K
Davis Capital Management 0.01% Reduce -35.3% 66 $14K
Cherry Tree Wealth Management, LLC 0.00% No change 66 $14K
Dunhill Financial, LLC 0.00% Add +32.6% 65 $14K
Clean Yield Group 0.00% No change 65 $14K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 64 $14K
Essential Investment Partners LLC 0.01% No change 63 $14K
Torren Management, LLC 0.01% Reduce -3.1% 63 $14K
LFA - Lugano Financial Advisors SA 0.01% Add +14.8% 62 $14K
Alpine Bank Wealth Management 0.00% New 62 $14K
Sittner & Nelson, LLC 0.00% Add +662.5% 61 $13K
Beacon Investment Advisory Services, Inc. 0.00% No change 61 $13K
Carolina Wealth Advisors, LLC 0.01% No change 61 $13K
South Plains Financial, Inc. 0.01% No change 60 $13K
Pflug Koory, LLC 0.01% No change 60 $13K
Financial Gravity Companies, Inc. 0.00% — 60 $13K
Nemes Rush Group LLC 0.00% No change 59 $13K
Old Second National Bank of Aurora 0.00% No change 58 $13K
Bay Harbor Wealth Management, LLC 0.00% Add +37.5% 55 $12K
Rakuten Securities, Inc. 0.00% Add +19.6% 55 $12K
Motco 0.00% Add +19.6% 55 $12K
Millstone Evans Group, LLC 0.01% Add +23.3% 53 $12K
Frazier Financial Advisors, LLC 0.01% No change 50 $11K
Activest Wealth Management 0.00% Reduce -71.9% 50 $11K
Measured Wealth Private Client Group, LLC 0.00% No change 48 $10K
Hartford Financial Management Inc. 0.00% No change 45 $10K
Bard Associates Inc. 0.00% Add +281.8% 42 $9K
Synergy Investment Management, LLC 0.00% Reduce -14.9% 40 $9K
Bfsg, LLC 0.00% No change 40 $9K
Abound Wealth Management 0.00% Reduce -64.2% 38 $8K
Quest 10 Wealth Builders, Inc. 0.01% No change 38 $8K
Essential Partners LLC 0.00% Reduce -71.6% 38 $8K
Truvestments Capital LLC 0.00% Reduce -45.6% 37 $8K
Planning Strategies Inc. 0.00% — 35 $8K
Cedar Mountain Advisors, LLC 0.00% No change 35 $8K
Valley National Advisers Inc. 0.00% Reduce -17.1% 34 $7K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -22.7% 34 $7K
Hoey Investments, Inc. 0.00% No change 32 $7K
Downshift Financial, LLC 0.00% New 31 $7K
Key Capital Management, INC 0.00% No change 30 $7K
Wolff Wiese Magana LLC 0.00% No change 30 $7K
Burk Holdings LLC 0.00% Reduce -6.7% 28 $6K
American Capital Advisory, LLC 0.00% Reduce -3.5% 28 $6K
IMA Advisory Services, Inc. 0.00% Add +366.7% 28 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 28 $6K
Pinney & Scofield, Inc. 0.00% No change 26 $6K
NBT Bank, N.A. 0.00% Reduce -18.8% 26 $6K
Evolution Wealth Management Inc. 0.00% No change 23 $5K
Retirement Wealth Solutions LLC 0.00% Reduce -20.0% 20 $4K
Nvwm, LLC 0.00% Add +25.0% 20 $4K
WestEnd Advisors, LLC 0.00% Add +5.3% 20 $4K
PayPay Securities Corp 0.10% No change 19 $4K
Strategic Advocates LLC 0.02% Reduce -81.5% 19 $4K
Strive Financial Group ,LLC 0.00% No change 19 $4K
Virtus Advisers, LLC 0.00% Add +280.0% 19 $4K
Basepoint Wealth LLC 0.00% Add +171.4% 19 $4K
HFM Investment Advisors, LLC 0.00% Add +157.1% 18 $4K
MidFirst Bank 0.00% Add +260.0% 18 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 17 $4K
RMG Wealth Management LLC 0.00% No change 18 $4K
Financial Network Wealth Advisors LLC 0.00% Add +70.0% 17 $4K
Lodestone Wealth Management LLC 0.00% No change 17 $4K
Lavaca Capital LLC 0.00% No change 17 $4K
Purpose Unlimited Inc. 0.00% Reduce -26.1% 17 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 18 $4K
MPWM Advisory Solutions, LLC 0.00% No change 16 $3K
Signature Resources Capital Management, LLC 0.00% Reduce -44.8% 16 $3K
First United Bank & Trust 0.00% No change 16 $3K
1015 Capital Partners, LLC 0.00% Reduce -6.3% 15 $3K
Quaker Wealth Management, LLC 0.00% Add +7.1% 15 $3K
Brown, Lisle/Cummings, Inc. 0.00% Add +66.7% 15 $3K
Caldwell Trust Co 0.00% No change 15 $3K
Tidemark, LLC 0.00% Reduce -60.6% 13 $3K
Provenance Wealth Advisors, LLC 0.00% Add +116.7% 13 $3K
Silicon Valley Capital Partners 0.00% No change 12 $3K
Point Nemo Capital, LLC 0.00% New 12 $3K
Addison Advisors LLC 0.00% Reduce -77.1% 11 $2K
Barrett & Company, Inc. 0.00% No change 11 $2K
Gold Investment Management Ltd. 0.00% No change 10 $2K
Investors Research Corp 0.00% No change 10 $2K
Coston, McIsaac & Partners 0.00% No change 11 $2K
Cape Investment Advisory, Inc. 0.00% New 9 $2K
1620 Investment Advisors, Inc. 0.00% No change 7 $2K
Phillip James Consulting Co. 0.00% No change 6 $1K
McGuire Capital Advisors Inc. 0.00% No change 6 $1K
Noble Wealth Management PBC 0.00% New 6 $1K
Strengthening Families & Communities, LLC 0.00% New 6 $1K
Vanguard Advisers Inc. 0.00% New 6 $1K
West Financial Advisors, LLC 0.00% New 5 $1K
Smallwood Wealth Investment Management, LLC 0.00% Reduce -54.5% 5 $1K
Navigoe, LLC 0.00% New 5 $1K
Seneschal Advisors, LLC 0.00% No change 4 $874
Redwood Park Advisors LLC 0.00% No change 4 $874
Cranbrook Wealth Management, LLC 0.00% No change 4 $874
West Branch Capital LLC 0.00% No change 4 $874
Spectrum Wealth Advisory Group, LLC 0.00% New 4 $874
NorthAvenue LLC 0.00% No change 3 $656
Breakwater Investment Management 0.00% Reduce -75.0% 3 $656
Imprint Wealth LLC 0.00% Reduce -82.3% 3 $655
ROSS\JOHNSON & Associates LLC 0.01% No change 2 $437
3 Factor Indexing, LLC 0.00% Add +100.0% 2 $437
Nvest Wealth Strategies, Inc. 0.00% New 2 $437
Hurley Capital, LLC 0.00% New 2 $437
Stone House Investment Management, LLC 0.00% New 2 $437
Maryland Capital Advisors Inc. 0.00% — 2 $437
Trifecta Capital Advisors, LLC 0.00% New 2 $437
Meramec Financial Planners, LLC 0.00% No change 2 $432
Godfrey Financial Associates, Inc. 0.00% No change 1 $218
Elevated Capital Advisors, LLC 0.00% No change 1 $218
Medallion Wealth Advisors, LLC 0.00% New 1 $218
Highland Investment Advisors LLC 0.00% — 1 $218
Trust Co 0.00% No change 1 $218
Quarry LP 0.00% New 1 $218
Sankala Group LLC 0.00% New 1 $207
Evolution Advisers, Inc. 0.00% New 1 $0

"% of holder's portfolio" is PGR's weight in each manager's 13F, not the share of Progressive Corp. the manager owns.