Philip Morris InternationalPM

13F holders, Q1 2024 (March 31)
2,152holders
20famous investors
$91.68avg. 13F price*

At the end of Q1 2024, 2,152 institutions reported holding Philip Morris International (PM) in their 13F filings. The largest holders were Vanguard Group Inc. ($12.5B), Capital World Investors ($10.2B) and Capital International Investors ($9.4B). 20 famous investors held it, including Daniel Sundheim (10.1% of D1 Capital Partners's portfolio), Terry Smith (5.3% of Fundsmith's portfolio) and Tom Russo (5.2% of Gardner Russo & Quinn's portfolio).

Company
Philip Morris International
Sector
Health Care
CUSIP
718172109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions115$323.7M
Exits116$265.5M

Ownership 2,152 holders

Vanguard Group Inc. 0.25% Add +0.3% 136,556,344 $12.5B
Capital World Investors 1.69% Add +1.5% 111,247,656 $10.2B
Capital International Investors 1.90% Reduce -0.0% 102,598,815 $9.4B
BlackRock Inc. 0.21% Reduce -0.8% 97,988,034 $9.0B
Capital Research Global Investors 1.25% Add +3.1% 60,217,039 $5.5B
State Street Corp. 0.24% Reduce -0.3% 57,950,660 $5.4B
Geode Capital Management, LLC 0.26% Add +3.8% 30,806,287 $2.8B
Morgan Stanley 0.22% Reduce -34.4% 29,368,268 $2.7B
JPMorgan Chase & Co. 0.22% Reduce -2.5% 27,085,613 $2.5B
Wellington Management Group LLP 0.39% Reduce -10.9% 23,998,794 $2.2B
Invesco Ltd. 0.41% Add +5.1% 21,003,704 $1.9B
T. Rowe Price Associates Inc. 0.19% Reduce -40.9% 16,696,841 $1.5B
Bank of America Corp. 0.15% Add +1.9% 16,405,837 $1.5B
Fundsmith 5.32% Reduce -1.4% 14,822,237 $1.4B
FMR LLC 0.09% Add +23.6% 14,094,961 $1.3B
Charles Schwab Investment Management Inc. 0.28% Add +2.8% 13,770,364 $1.2B
Viking Global Investors 4.44% Add +35.3% 13,016,896 $1.2B
Northern Trust Corp. 0.20% Reduce -4.9% 12,487,405 $1.1B
Nuveen Asset Management, LLC 0.33% Reduce -0.3% 12,103,623 $1.1B
Franklin Resources Inc. 0.34% Add +157.3% 11,419,345 $1.0B
Bank of New York Mellon Corp 0.20% Reduce -2.6% 11,377,927 $1.0B
First Eagle Investment Management, LLC 2.07% Add +10.0% 9,918,987 $908.8M
Fayez Sarofim & Co 2.68% Reduce -17.1% 9,805,467 $898.4M
Ninety One UK Ltd 2.41% Reduce -0.6% 9,381,092 $859.5M
Mitsubishi UFJ Asset Management Co., Ltd. 1.16% Reduce -12.3% 9,160,057 $839.2M
Legal & General Group Plc 0.20% Reduce -0.3% 7,587,210 $695.1M
D1 Capital Partners 10.09% Add +52.6% 7,244,356 $663.7M
Independent Franchise Partners LLP 5.37% Add +21.1% 7,082,566 $648.9M
Federated Hermes, Inc. 1.48% Reduce -4.4% 7,029,128 $644.0M
Lone Pine Capital 4.82% Add +121.9% 6,671,129 $611.2M
Ameriprise Financial Inc. 0.16% Reduce -43.2% 6,477,115 $588.8M
Royal Bank of Canada 0.13% Reduce -17.5% 5,979,304 $547.8M
GQG Partners LLC 0.88% Add +5005.9% 5,958,391 $545.9M
Boston Partners 0.64% Add +10.6% 5,849,396 $536.8M
Gardner Russo & Quinn 5.22% Reduce -8.7% 5,551,197 $508.6M
Envestnet Asset Management Inc. 0.19% Add +14.1% 5,523,397 $506.1M
Barclays PLC 0.21% Add +9.9% 5,137,872 $470.7M
Citadel Advisors 0.42% Add +46.8% 4,679,968 $428.8M
Swiss National Bank 0.30% Reduce -4.2% 4,649,100 $426.0M
Fundsmith Investment Services LTD. 5.36% No change 4,404,706 $403.6M
Barrow Hanley Mewhinney & Strauss LLC 1.34% Reduce -4.8% 4,341,062 $397.7M
Goldman Sachs Group Inc. 0.08% Reduce -14.9% 4,160,040 $381.1M
Alliancebernstein L.P. 0.13% Add +9.5% 4,074,717 $373.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Add +1.1% 4,056,379 $371.6M
Wells Fargo & Company 0.10% Reduce -1.2% 3,949,499 $361.9M
UBS Group AG 0.10% Reduce -8.5% 3,353,733 $307.3M
London Co. of Virginia 1.59% Reduce -3.5% 3,305,438 $302.8M
Sumitomo Mitsui Trust Group, Inc. 0.21% Reduce -0.8% 3,287,532 $301.2M
Massachusetts Financial Services Co. 0.09% Reduce -6.8% 3,278,474 $300.4M
Canada Pension Plan Investment Board 0.29% Reduce -4.0% 3,051,142 $279.5M
Deutsche Bank AG 0.13% Reduce -8.0% 3,035,350 $278.1M
Qube Research & Technologies Ltd 0.49% Reduce -1.1% 2,935,037 $268.9M
HSBC Holdings PLC 0.19% Add +24.0% 2,879,904 $263.8M
Dimensional Fund Advisors LP 0.07% Reduce -1.4% 2,851,962 $261.3M
Rhumbline Advisers 0.25% Add +0.3% 2,816,458 $258.0M
PNC Financial Services Group, Inc. 0.18% Reduce -0.8% 2,756,672 $252.6M
First Trust Advisors LP 0.25% Reduce -0.7% 2,732,120 $250.3M
Mackenzie Financial Corp. 0.36% Reduce -3.3% 2,710,502 $248.3M
National Pension Service 0.28% Add +2.0% 2,540,256 $232.7M
Two Sigma Investments, LP 0.58% Add +78.3% 2,511,561 $230.1M
Perpetual Ltd 2.25% Add +12.5% 2,509,359 $229.9M
Cullen Capital Management, LLC 2.51% Add +31.8% 2,465,699 $225.9M
DekaBank Deutsche Girozentrale 0.41% Add +8.8% 2,359,228 $218.1M
BNP Paribas Financial Markets 0.27% Add +294.1% 2,367,002 $216.9M
Lord, Abbett & Co. LLC 0.69% Add +19.7% 2,323,788 $212.9M
New York State Common Retirement Fund 0.27% Reduce -2.1% 2,260,200 $207.1M
Manufacturers Life Insurance Company, The 0.19% Reduce -3.9% 2,242,463 $205.4M
Raymond James & Associates 0.13% Reduce -1.4% 2,169,340 $198.8M
Victory Capital Management Inc. 0.20% Add +1.7% 2,142,372 $196.3M
Van Eck Associates Corp. 0.29% Add +5045.1% 2,122,729 $194.5M
Voya Investment Management LLC 0.21% Reduce -4.9% 2,080,460 $190.6M
Bank of Montreal 0.06% Reduce -32.8% 1,861,375 $179.6M
Truist Financial Corp. 0.27% Reduce -2.5% 1,941,222 $177.9M
LPL Financial LLC 0.09% Add +4.6% 1,899,545 $174.0M
First Manhattan Co. Llc. 0.56% Add +0.0% 1,895,376 $173.7M
Fort Washington Investment Advisors Inc. 1.11% Reduce -2.3% 1,888,103 $173.0M
Maverick Capital 3.35% Add +20.9% 1,884,414 $172.7M
State Board of Administration of Florida Retirement System 0.40% Add +9.9% 1,747,848 $170.0M
Stifel Financial Corp. 0.19% Add +12.4% 1,814,084 $166.2M
Bessemer Group Inc. 0.30% Reduce -6.0% 1,782,007 $163.3M
Principal Financial Group Inc. 0.09% Add +0.7% 1,717,642 $157.4M
Neuberger Berman Group LLC 0.13% Reduce -24.1% 1,687,939 $154.7M
Thrivent Financial for Lutherans 0.30% Add +6.4% 1,599,144 $146.5M
Manning & Napier Group, LLC 1.80% New 1,575,966 $144.4M
TOMS Capital Investment Management LP 9.32% Add +1.3% 1,565,000 $143.4M
Adage Capital Partners Gp, L.L.C. 0.26% Add +1.1% 1,523,854 $139.6M
New York State Teachers Retirement System 0.29% Reduce -3.0% 1,516,618 $139.0M
NorthCoast Asset Management LLC 1.75% Add +0.8% 1,500,591 $137.5M
Citigroup Inc. 0.15% Add +47.1% 1,490,267 $136.5M
Cooke & Bieler LP 1.19% Reduce -8.8% 1,401,098 $128.4M
DAVENPORT & Co LLC 0.78% Reduce -1.4% 1,367,768 $125.5M
Banque Cantonale Vaudoise 4.81% Add +19.4% 1,341,336 $122.9M
Credit Suisse AG/ 0.12% Reduce -0.3% 1,332,869 $121.3M
Royal London Asset Management Ltd. 0.30% Add +5.5% 1,307,565 $119.8M
Canoe Financial LP 1.93% Reduce -19.2% 1,281,243 $117.4M
Voloridge Investment Management, LLC 0.42% Add +4.4% 1,251,763 $114.7M
Aberdeen Group plc 0.22% Reduce -0.8% 1,248,380 $114.4M
Two Sigma Advisers, LP 0.25% Add +2.7% 1,198,399 $109.8M
Prudential Financial Inc. 0.15% Reduce -10.8% 1,193,851 $109.4M
Nomura Asset Management Co. Ltd. 0.40% Add +1.3% 1,193,401 $109.3M
Capital Group Private Client Services, Inc. 1.04% Reduce -3.5% 1,112,050 $101.9M
Crawford Investment Counsel Inc. 1.90% Add +1.8% 1,110,255 $101.7M
Cincinnati Financial Corp. 2.22% No change 1,101,700 $100.9M
ING Groep NV 0.68% Add +412.3% 1,085,132 $99.4M
Artisan Partners Limited Partnership 0.14% Reduce -0.3% 1,070,341 $98.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.11% Reduce -12.8% 1,062,371 $97.3M
Epoch Investment Partners, Inc. 0.43% Reduce -14.8% 1,054,563 $96.6M
Toronto Dominion Bank 0.15% Reduce -26.8% 1,054,520 $96.6M
Capital International, Inc. 1.29% Add +6.9% 1,040,003 $95.3M
STRS Ohio 0.36% Reduce -4.2% 997,017 $91.3M
HighTower Advisors, LLC 0.15% Reduce -1.6% 978,034 $89.5M
Coho Partners, Ltd. 2.16% Reduce -8.4% 961,497 $88.1M
National Bank of Canada 0.15% Reduce -45.3% 870,526 $86.8M
Point72 Asset Management 0.24% Reduce -47.5% 888,449 $81.4M
Korea Investment CORP 0.21% Reduce -7.7% 887,139 $81.3M
State of Wisconsin Investment Board 0.21% Add +5.9% 884,759 $81.1M
State of New Jersey Common Pension Fund D 0.24% No change 882,108 $80.8M
Morningstar Investment Services LLC 0.88% Reduce -51.8% 872,010 $80.4M
Chevy Chase Trust Holdings, LLC 0.26% Reduce -1.0% 863,481 $79.1M
Retirement Systems of Alabama 0.30% Add +0.1% 854,349 $78.3M
Natixis Advisors, LLC 0.18% Reduce -8.4% 851,403 $78.0M
Mitsubishi UFJ Trust & Banking Corp 0.17% Reduce -5.5% 826,938 $75.8M
Public Employees Retirement System of Ohio 0.29% Reduce -14.9% 799,678 $73.3M
Railway Pension Investments Ltd 0.70% Reduce -4.9% 786,002 $72.0M
Zacks Investment Management 0.76% Add +3.0% 779,010 $71.4M
Brandywine Global Investment Management, LLC 0.50% Reduce -1.2% 756,071 $69.3M
Macquarie Group Ltd. 0.08% Reduce -0.8% 784,592 $69.2M
Asset Management One Co., Ltd. 0.27% Reduce -2.7% 751,446 $68.8M
US Bancorp \de 0.10% Reduce -2.4% 744,240 $68.2M
M&T Bank Corp 0.24% Reduce -1.3% 743,512 $68.1M
Brown Brothers Harriman & Co. 0.52% Add +0.1% 736,495 $67.5M
Caledonia Investments PLC 8.66% Add +4.0% 732,563 $67.1M
Millennium Management 0.06% Reduce -51.9% 715,053 $65.5M
TD Asset Management Inc 0.06% Add +0.4% 711,294 $65.2M
D. E. Shaw & Co. 0.09% Add +72.4% 694,470 $63.6M
Treasurer of the State of North Carolina 0.28% Reduce -2.4% 693,797 $63.6M
Acadian Asset Management LLC 0.22% Reduce -14.1% 691,182 $63.3M
United Services Automobile Association 1.54% No change 682,615 $62.5M
Pictet Asset Management Holding SA 0.07% Reduce -4.8% 665,610 $61.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.19% Add +5.3% 661,626 $60.6M
Troy Asset Management Ltd 1.79% Add +0.4% 645,418 $59.1M
Advisors Capital Management, LLC 1.07% Add +7.7% 639,689 $58.6M
Natixis 0.32% Reduce -5.0% 625,513 $57.3M
Sei Investments Co. 0.08% Add +12.6% 624,982 $57.3M
MML Investors Services, LLC 0.23% Add +1.6% 622,118 $57.0M
Ninety One North America, Inc. 2.76% Add +2.5% 619,254 $56.7M
Newport Trust Company, LLC 0.15% Reduce -2.9% 615,000 $56.3M
Agf Management Ltd. 0.31% Reduce -3.0% 610,643 $55.9M
Ferguson Wellman Capital Management, Inc. 1.13% Add +0.6% 606,884 $55.6M
Janney Montgomery Scott LLC 0.16% Add +3.3% 578,829 $53.0M
Squarepoint Ops LLC 0.21% Reduce -10.8% 562,976 $51.6M
Calamos Advisors LLC 0.36% Reduce -1.5% 557,486 $51.1M
Clark Capital Management Group, Inc. 0.38% Add +16.3% 556,942 $51.0M
FIL Ltd 0.05% Add +5.9% 553,924 $50.8M
Commonwealth Equity Services, LLC 0.08% Add +0.5% 544,392 $49.9M
Factory Mutual Insurance Co. 0.56% Reduce -2.3% 536,306 $49.1M
Pacer Advisors, Inc. 0.12% Reduce -2.7% 531,268 $48.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.48% Add +1.8% 515,783 $48.5M
Amundi 0.02% Add +12.7% 529,835 $48.3M
Tudor Investment Corporation 0.57% Add +473.0% 512,504 $47.0M
Osaic Holdings, Inc. 0.10% Reduce -35.6% 505,967 $46.4M
Resona Asset Management Co.,Ltd. 0.28% — 505,058 $46.3M
SG Americas Securities, LLC 0.23% Add +117.5% 491,732 $45.1M
Swiss Life Asset Management Ltd 0.62% Add +75.3% 488,919 $44.8M
Corient Private Wealth LP 0.08% Reduce -2.1% 488,453 $44.8M
Comerica Bank 0.19% Add +5.4% 482,249 $44.2M
Bronte Capital Management Pty Ltd. 3.67% Add +13.1% 481,504 $44.1M
Cetera Investment Advisers 0.10% Add +317.0% 481,323 $44.1M
Fifth Third Bancorp 0.17% Reduce -1.7% 476,972 $43.7M
Associated Banc-Corp 1.38% Add +1.1% 474,606 $43.5M
Arizona State Retirement System 0.28% Add +2.0% 445,489 $40.8M
GW&K Investment Management, LLC 0.36% Reduce -1.5% 444,254 $40.7M
Raymond James Financial Services Advisors, Inc. 0.06% Reduce -19.2% 441,716 $40.5M
Susquehanna International Group, LLP 0.06% Reduce -1.3% 434,275 $39.8M
State of Michigan Retirement System 0.21% Add +0.1% 425,358 $39.0M
Blue Whale Capital LLP 4.11% Add +18.1% 425,000 $38.9M
Ariel Investments 0.38% Reduce -67.3% 422,888 $38.7M
Wedge Capital Management L L P 0.63% Add +13146.5% 421,768 $38.6M
Capital International Sarl 1.27% Add +16.3% 416,983 $38.2M
CANADA LIFE ASSURANCE Co 0.08% Reduce -2.9% 415,816 $38.1M
Susquehanna Fundamental Investments, LLC 1.77% New 413,229 $37.9M
Mane Global Capital Management LP 3.17% Reduce -15.9% 408,117 $37.4M
Bridgewater Associates 0.18% Reduce -59.4% 399,410 $36.6M
American International Group, Inc. 0.13% Reduce -0.6% 398,780 $36.5M
State of Tennessee, Department of Treasury 0.14% Add +2.4% 398,700 $36.5M
Martingale Asset Management L P 0.72% Add +17.5% 394,692 $36.2M
Nisa Investment Advisors, LLC 0.23% Reduce -2.7% 388,907 $36.1M
Coronation Fund Managers Ltd. 0.95% Add +40.8% 380,354 $34.8M
Twinbeech Capital LP 0.70% New 372,192 $34.1M
TrinityBridge Ltd 1.22% Reduce -2.9% 364,894 $33.4M
MetLife Investment Management, LLC 0.22% Reduce -3.5% 363,499 $33.3M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +3.3% 340,214 $31.8M
Cibc World Markets Corp. 0.21% Add +72.7% 345,175 $31.6M
Jane Street Group, LLC 0.04% Reduce -0.7% 344,054 $31.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.21% Add +0.3% 340,810 $31.2M
Creative Planning 0.03% Add +10.2% 338,549 $31.0M
Vaughan David Investments LLC 0.77% Add +1.8% 335,829 $30.8M
Financial Counselors Inc. 0.52% Add +7.4% 335,493 $30.7M
Schroder Investment Management Group 0.04% Reduce -11.1% 334,797 $30.7M
Waters Parkerson & Co., LLC 1.56% Reduce -1.8% 331,656 $30.4M
Bank of Nova Scotia 0.06% Reduce -72.2% 329,876 $30.2M
Vident Advisory, LLC 0.63% Add +34.8% 327,538 $30.0M
Texas Permanent School Fund Corp. 0.23% Add +0.1% 320,907 $29.4M
Amalgamated Bank 0.25% Reduce -14.3% 319,906 $29.3M
Teachers Retirement System of the State of Kentucky 0.26% Add +4.3% 319,174 $29.2M
Great Lakes Advisors, LLC 0.24% Add +25.9% 314,878 $28.8M
Deprince Race & Zollo Inc. 0.61% Add +11.1% 311,386 $28.5M
Quilter Plc 0.67% Add +17.9% 307,776 $28.2M
Mariner, LLC 0.06% Add +2.4% 304,853 $27.9M
CIBC Asset Management Inc 0.10% Add +2.4% 302,686 $27.7M
Cubist Systematic Strategies, LLC 0.31% Add +757.6% 298,891 $27.4M
Conning Inc. 0.93% Add +17.4% 297,504 $27.2M
Alps Advisors Inc. 0.19% Add +1.4% 295,188 $27.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +0.5% 291,514 $26.7M
Cullen/Frost Bankers, Inc. 0.40% Reduce -6.6% 290,911 $26.7M
AE Wealth Management LLC 0.30% Reduce -31.6% 290,823 $26.6M
Teacher Retirement System of Texas 0.17% Reduce -14.3% 288,604 $26.4M
GW Henssler & Associates Ltd. 1.53% Add +4.4% 283,425 $26.0M
Gabelli Funds LLC 0.19% Add +20.1% 282,350 $25.9M
Harber Asset Management LLC 6.33% Reduce -5.3% 281,479 $25.8M
Czech National Bank 0.32% Add +0.5% 273,156 $25.0M
Haverford Trust Co 0.26% Add +1.9% 269,699 $24.7M
Utah Retirement Systems 0.29% Add +0.1% 269,375 $24.7M
Hotchkis & Wiley Capital Management LLC 0.08% Add +24.7% 267,595 $24.5M
Oppenheimer Asset Management Inc. 0.36% Reduce -18.7% 266,877 $24.5M
Russell Investments Group, Ltd. 0.04% Add +8.4% 260,370 $23.9M
Adams Diversified Equity Fund, Inc. 0.85% Add +14.3% 259,935 $23.8M
iA Global Asset Management Inc. 0.49% Add +6.5% 259,260 $23.8M
Allianz SE 0.74% — 257,503 $23.6M
Pathstone Holdings, LLC 0.11% Add +10.7% 253,611 $23.3M
Guggenheim Capital LLC 0.16% Add +7.1% 250,560 $23.0M
Clark Estates Inc. 3.78% Add +6.4% 250,300 $22.9M
Cerity Partners LLC 0.06% Add +27.6% 248,994 $22.9M
NorthRock Partners, LLC 0.88% Reduce -3.2% 246,168 $22.9M
AQR Capital Management 0.04% Reduce -1.8% 248,809 $22.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.28% Add +3.2% 247,427 $22.7M
RWC Asset Management LLP 1.72% Reduce -6.1% 247,264 $22.7M
First Foundation Advisors 0.90% Reduce -23.0% 245,410 $22.5M
Cincinnati Insurance Co. 0.36% No change 242,435 $22.2M
Envestnet Portfolio Solutions, Inc. 0.08% Add +4.7% 238,652 $21.9M
IFM Investors Pty Ltd 0.24% Add +0.0% 237,892 $21.8M
Whittier Trust Co. 0.31% Reduce 0.0% 235,683 $21.6M
Wealth Enhancement Advisory Services, LLC 0.05% Add +3.5% 226,472 $20.7M
First Long Island Investors, LLC 1.71% Reduce -2.4% 224,764 $20.6M
Fidelity National Financial, Inc. 0.41% No change 224,600 $20.6M
Public Sector Pension Investment Board 0.15% Reduce -0.4% 224,332 $20.6M
Rockefeller Capital Management L.P. 0.06% Add +41.3% 221,450 $20.3M
Public Employees Retirement Association of Colorado 0.09% Reduce -4.2% 221,150 $20.3M
Auxier Asset Management LLC 3.07% Add +4.8% 220,212 $20.2M
Mutual of America Capital Management LLC 0.22% Reduce -0.3% 219,792 $20.1M
Aquatic Capital Management LLC 0.66% Add +23.7% 219,600 $20.1M
Baird Financial Group, Inc. 0.04% Add +23.4% 218,834 $20.0M
Cresset Asset Management, LLC 0.10% Add +10.4% 216,058 $20.0M
Pinebridge Investments, L.P. 0.15% Add +292.7% 212,318 $19.5M
First Horizon Advisors, Inc. 0.60% Add +6.6% 211,670 $19.4M
Townsquare Capital LLC 0.28% Add +27.1% 209,664 $19.2M
New York Life Investment Management LLC 0.19% Reduce -1.1% 206,698 $18.9M
Foyston, Gordon & Payne Inc 4.54% Reduce -2.2% 205,830 $18.9M
Commerce Bank 0.12% Reduce -4.8% 203,695 $18.7M
Mercer Global Advisors Inc. 0.05% Reduce -5.2% 195,248 $17.9M
ProShare Advisors LLC 0.05% Reduce -3.3% 193,609 $17.7M
Busey Bank 0.62% Add +0.7% 190,373 $17.4M
Nissay Asset Management Corp. /Japan 0.12% Add +1.9% 186,874 $17.1M
QRG Capital Management, Inc. 0.22% Add +7.6% 186,351 $17.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +4.1% 185,970 $17.0M
State of Alaska, Department of Revenue 0.19% Add +0.4% 185,445 $17.0M
Xponance LLC 0.18% Add +7.2% 184,678 $16.9M
Rbo & Co. LLC 2.81% Add +0.8% 184,012 $16.9M
Glenmede Trust Co. NA 0.08% Reduce -6.1% 183,505 $16.8M
Blue Chip Partners, LLC 1.62% Add +8.5% 182,403 $16.7M
Chartwell Investment Partners, LLC 0.58% Reduce -1.4% 181,780 $16.7M
TCTC Holdings, LLC 0.55% Add +0.1% 180,335 $16.5M
Orion Porfolio Solutions, LLC 0.17% Reduce -5.2% 176,472 $16.2M
Orion Portfolio Solutions, LLC 0.17% Reduce -5.2% 176,472 $16.2M
Cambridge Investment Research Advisors, Inc. 0.06% Add +5.5% 175,563 $16.1M
Cedar Wealth Management, LLC 5.26% Reduce -3.8% 174,508 $16.0M
Dash Acquisitions Inc. 5.03% Add +5.7% 175,835 $15.9M
Captrust Financial Advisors 0.06% Reduce -32.6% 172,271 $15.8M
Atria Investments, Inc 0.22% Reduce -2.3% 170,828 $15.7M
Davidson Investment Advisors 0.81% Add +2.2% 169,912 $15.6M
Compagnie Lombard Odier SCmA 0.27% Reduce -1.1% 169,475 $15.5M
Brown Advisory Inc. 0.02% Add +0.9% 169,270 $15.5M
Marshall Wace, LLP 0.03% Add +22.8% 166,581 $15.3M
Banque Pictet & Cie SA 0.16% Reduce -3.2% 165,867 $15.2M
Cibc World Market Inc. 0.04% Add +17.3% 164,088 $15.0M
Arrowstreet Capital, Limited Partnership 0.01% New 163,807 $15.0M
Cantor Fitzgerald Investment Advisors L.P. 1.11% Reduce -2.5% 163,616 $15.0M
Alley Investment Management Company, LLC 2.05% Add +0.1% 162,372 $14.9M
Daiwa Securities Group Inc. 0.08% Add +9.5% 161,410 $14.8M
Huntington National Bank 0.16% Reduce -5.0% 160,246 $14.7M
Hosking Partners LLP 0.54% Reduce -0.5% 159,774 $14.6M
Capital Fund Management S.A. 0.18% Reduce -54.3% 158,600 $14.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +16.4% 156,179 $14.3M
ProVise Management Group, LLC 1.22% Add +0.3% 154,338 $14.1M
Intact Investment Management Inc. 0.55% Reduce -0.7% 152,200 $13.9M
Point72 (DIFC) Ltd 1.07% — 151,272 $13.9M
Zweig-DiMenna Associates LLC 1.23% Reduce -3.4% 150,979 $13.8M
Euro Pacific Asset Management, LLC 2.79% Reduce -3.1% 150,718 $13.7M
Foster Victor Wealth Advisors, LLC 1.25% Add +10.1% 153,117 $13.7M
Amica Mutual Insurance Co. 1.38% No change 147,492 $13.5M
Logan Capital Management Inc. 0.58% Add +10.4% 146,899 $13.5M
Assetmark, Inc. 0.04% Add +6.8% 146,746 $13.4M
South Dakota Investment Council 0.27% No change 143,291 $13.1M
Whittier Trust Co. of Nevada Inc. 0.38% Add +1.8% 142,783 $13.1M
BBR Partners, LLC 1.04% Add +154.2% 142,282 $13.0M
Blair William & Co. 0.04% Reduce -5.3% 141,836 $13.0M
GYL Financial Synergies, LLC 1.02% Add +1.0% 141,444 $13.0M
Yousif Capital Management, LLC 0.14% Reduce -2.5% 141,441 $13.0M
Investment Management Associates Inc. 4.44% Add +44.9% 140,296 $12.9M
Howe & Rusling Inc. 1.23% Add +3.3% 139,592 $12.8M
Pinnacle Financial Partners Inc 0.27% Add +6.5% 137,608 $12.6M
Staley Capital Advisers Inc. 0.58% Reduce -0.0% 135,980 $12.5M
Schonfeld Strategic Advisors LLC 0.10% Add +15.2% 135,915 $12.5M
Empire Life Investments Inc. 0.76% Reduce -7.0% 135,248 $12.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Reduce -29.8% 132,964 $12.2M
Oregon Public Employees Retirement Fund 0.24% Add +9.5% 132,753 $12.2M
Weinberger Asset Management, Inc 5.87% Reduce -14.7% 132,639 $12.2M
O'shaughnessy Asset Management, LLC 0.13% Reduce -8.8% 132,600 $12.1M
Janus Henderson Group PLC 0.01% Reduce -39.3% 132,029 $12.1M
Beacon Pointe Advisors, LLC 0.13% Reduce -10.9% 129,821 $11.9M
Keybank National Association 0.05% Reduce -2.6% 127,695 $11.7M
Point72 Hong Kong Ltd 0.58% Reduce -7.4% 125,656 $11.5M
Allspring Global Investments Holdings, LLC 0.02% Reduce -29.1% 123,643 $11.3M
Hollencrest Capital Management 0.52% Add +2.5% 122,831 $11.3M
Advisors Asset Management, Inc. 0.21% Reduce -0.8% 121,017 $11.1M
Ossiam 0.19% Add +810.3% 120,511 $11.0M
Maryland State Retirement & Pension System 0.22% Add +0.8% 121,855 $11.0M
Wealthfront Advisers LLC 0.04% Reduce -6.4% 119,491 $10.9M
Kestra Advisory Services, LLC 0.07% Add +15.1% 118,061 $10.8M
Poplar Forest Capital LLC 1.45% Reduce -56.6% 118,062 $10.8M
Kentucky Retirement Systems 0.32% Reduce -5.1% 117,898 $10.8M
Rafferty Asset Management, LLC 0.04% Reduce -2.2% 117,859 $10.8M
Steward Partners Investment Advisory, LLC 0.12% Add +33.5% 117,636 $10.8M
Ruffer LLP 0.41% Add +177.4% 116,500 $10.7M
Trexquant Investment LP 0.21% Reduce -11.0% 115,556 $10.6M
Stock Yards Bank & Trust Co. 0.35% Reduce -0.3% 115,551 $10.6M
Banco Santander, S.A. 0.13% Reduce -6.0% 115,012 $10.5M
BW Gestao de Investimentos Ltda. 0.95% Reduce -42.5% 115,000 $10.5M
Markel Group 0.10% No change 114,500 $10.5M
Veritas Asset Management LLP 0.08% No change 113,358 $10.4M
Ar Asset Management Inc. 2.54% No change 112,106 $10.3M
Clifford Swan Investment Counsel LLC 0.38% Reduce -3.1% 110,550 $10.1M
CENTRAL TRUST Co 0.25% Reduce -0.7% 110,539 $10.1M
TD Private Client Wealth LLC 0.33% Reduce -7.6% 109,984 $10.1M
Dana Investment Advisors, Inc. 0.34% Add +6.2% 109,934 $10.1M
NewEdge Advisors, LLC 0.09% Reduce -5.5% 109,504 $10.0M
Allianz Asset Management GmbH 0.02% Reduce -12.9% 107,979 $9.9M
Credit Agricole S A 0.17% Add +79.1% 108,004 $9.8M
D.A. Davidson & Co. 0.09% Add +9.5% 107,376 $9.8M
Gotham Asset Management 0.15% Add +14.6% 106,794 $9.8M
KBC Group NV 0.03% Add +1.3% 105,651 $9.7M
Beese Fulmer Investment Management, Inc. 0.90% Add +7.5% 104,125 $9.5M
Carnegie Investment Counsel 0.30% Add +2.6% 103,715 $9.5M
Heritage Investors Management Corp. 0.33% Reduce -0.4% 103,281 $9.5M
Zions Bancorporation, N.A. 0.70% Add +4.3% 103,083 $9.4M
Parallax Volatility Advisers, L.P. 0.31% Add +852.3% 101,912 $9.3M
Raymond James Trust N.A. 0.23% Reduce -7.2% 101,336 $9.3M
Cadence Bank 0.68% Reduce -1.4% 101,307 $9.3M
Canal Capital Management, LLC 1.55% Add +9.6% 100,978 $9.3M
Hartford Investment Management Co. 0.32% Reduce -4.2% 100,338 $9.2M
Quantitative Investment Management, LLC 0.54% Reduce -2.2% 100,016 $9.2M
Epacria Capital Partners, LLC 6.62% Add +25.4% 99,039 $9.1M
Narwhal Capital Management 0.89% Add +2.3% 98,640 $9.0M
Park Avenue Securities LLC 0.12% Add +6.4% 98,626 $9.0M
Mediolanum International Funds Ltd 0.15% — 97,483 $9.0M
Channing Capital Management, LLC 0.24% Add +9.7% 96,517 $8.8M
Quinn Opportunity Partners LLC 0.99% Add +146.2% 95,993 $8.8M
Old National Bancorp 0.21% Reduce -6.2% 94,781 $8.7M
Tidal Investments LLC 0.15% Add +75.4% 94,003 $8.6M
CenterBook Partners LP 0.59% Add +70.5% 92,658 $8.5M
Securian Asset Management, Inc. 0.25% Reduce -7.0% 91,438 $8.4M
Viking Fund Management LLC 1.51% Add +1.1% 91,330 $8.4M
NS Partners Ltd 0.38% Reduce -2.5% 90,987 $8.3M
Peapack Gladstone Financial Corp. 0.13% Reduce -2.0% 90,830 $8.3M
Exchange Traded Concepts, LLC 0.21% Add +7.1% 90,422 $8.3M
Louisiana State Employees Retirement System 0.16% Reduce -3.7% 90,400 $8.3M
CFM Wealth Partners LLC 1.64% Add +0.4% 89,091 $8.2M
Blue Door Asset Management, LLC 5.52% No change 89,000 $8.2M
Regions Financial Corp. 0.06% Reduce -3.5% 88,986 $8.2M
CHURCHILL MANAGEMENT Corp 0.10% Reduce -3.4% 88,929 $8.1M
Holocene Advisors, LP 0.03% Reduce -1.9% 88,299 $8.1M
Advisory Services Network, LLC 0.18% Reduce -4.4% 88,273 $8.1M
Illinois Municipal Retirement Fund 0.12% No change 88,241 $8.1M
Cornerstone Advisors, LLC 0.33% Reduce -2.4% 88,200 $8.1M
Janney Capital Management LLC 0.53% Reduce -3.6% 87,042 $8.0M
SpiderRock Advisors, LLC 0.26% — 83,181 $7.9M
Country Club Bank 0.56% Add +11.8% 86,380 $7.9M
Engineers Gate Manager LP 0.21% Add +3344.4% 86,144 $7.9M
Sky Investment Group LLC 1.53% Add +0.3% 84,766 $7.8M
Atria Wealth Solutions, Inc. 0.09% Add +12.5% 83,672 $7.7M
Vanguard Personalized Indexing Management, LLC 0.17% Add +25.7% 83,982 $7.7M
Heritage Wealth Advisors 0.35% Reduce -0.7% 83,932 $7.7M
Hennessy Advisors Inc. 0.32% Add +58.3% 83,900 $7.7M
Jump Financial, LLC 0.21% New 83,810 $7.7M
Keystone Financial Planning, Inc. 2.49% Reduce -3.8% 83,644 $7.7M
Verition Fund Management LLC 0.08% Add +140.7% 83,348 $7.6M
Morgan Dempsey Capital Management LLC 2.44% Reduce -9.8% 83,106 $7.6M
Thompson Siegel & Walmsley LLC 0.11% Reduce -0.3% 81,528 $7.5M
Linscomb Wealth, Inc. 0.38% Reduce -1.8% 81,266 $7.4M
Synovus Financial Corp. 0.10% Reduce -1.6% 80,243 $7.4M
Simplicity Wealth,LLC 0.17% New 80,109 $7.3M
Phraction Management LLC 3.08% Add +0.5% 79,863 $7.3M
Glenview Trust Co 0.16% Add +5.0% 79,659 $7.3M
ExodusPoint Capital Management, LP 0.09% New 79,289 $7.3M
Empowered Funds, LLC 0.13% Add +168.4% 78,928 $7.2M
New Mexico Educational Retirement Board 0.26% Reduce -3.2% 78,211 $7.2M
Mill Capital Management, LLC 0.60% Reduce -3.5% 77,923 $7.1M
First Fiduciary Investment Counsel, Inc. 1.48% Reduce -2.0% 77,854 $7.1M
Bokf, NA 0.13% Reduce -2.6% 77,618 $7.1M
Bard Financial Services, Inc. 0.75% Reduce -2.6% 77,197 $7.1M
Nordea Investment Management AB 0.01% Add +4.8% 76,889 $7.1M
United Asset Strategies, Inc. 0.70% Add +7.0% 76,512 $7.0M
Bleakley Financial Group, LLC 0.20% Add +9.3% 76,485 $7.0M
Focus Partners Wealth 0.06% Add +14.2% 76,383 $7.0M
Private Advisor Group, LLC 0.05% Reduce -3.9% 76,000 $7.0M
Hantz Financial Services, Inc. 0.14% Reduce -5.6% 75,658 $6.9M
Oppenheimer & Co. Inc. 0.11% Add +6.6% 75,137 $6.9M
Hourglass Capital, LLC 2.07% Add +27.5% 74,855 $6.9M
Atlantic Union Bankshares Corp 0.58% Reduce -0.6% 74,590 $6.8M
Capital International Ltd. 0.33% Add +12.6% 74,517 $6.8M
Marex Group Ltd 0.22% Reduce -65.7% 74,050 $6.8M
DORCHESTER WEALTH MANAGEMENT Co 1.22% Add +1.6% 73,821 $6.8M
Pictet North America Advisors SA 0.75% Reduce -6.1% 73,681 $6.8M
MAI Capital Management 0.07% Add +34.4% 73,553 $6.7M
Entropy Technologies, LP 0.72% Add +282.2% 73,399 $6.7M
Primecap Management Co. 0.01% Reduce -8.7% 72,600 $6.7M
1834 Investment Advisors Co. 0.79% Reduce -7.8% 72,443 $6.6M
SP Asset Management LLC 0.62% Reduce -0.8% 72,237 $6.6M
Capital Investment Advisors, LLC 0.15% No change 72,022 $6.6M
Capital Group Investment Management Pte. LTD. 1.18% Reduce -45.4% 71,856 $6.6M
Hutner Capital Management Inc. 3.56% Reduce -0.1% 71,619 $6.6M
Merit Financial Group, LLC 0.16% Add +11.0% 66,780 $6.5M
Lido Advisors, LLC 0.06% Reduce -8.2% 68,959 $6.4M
Tower Research Capital LLC (TRC) 0.15% Reduce -67.2% 69,799 $6.4M
Meiji Yasuda Asset Management Co Ltd. 0.27% Add +43.4% 68,939 $6.3M
Meyer Handelman Co. 0.22% Add +23.3% 68,434 $6.3M
Benedict Financial Advisors Inc. 1.59% Add +0.8% 68,381 $6.3M
Bayesian Capital Management, LP 0.60% New 68,109 $6.2M
Eagle Global Advisors LLC 0.35% Add +7.8% 68,017 $6.2M
Sather Financial Group Inc 0.44% Reduce -33.1% 67,371 $6.2M
Premier Fund Managers Ltd 0.24% Reduce -0.6% 66,634 $6.1M
Citizens National Bank Trust Department 1.42% Reduce -0.8% 66,691 $6.1M
Edgestream Partners, L.P. 0.30% Add +406.3% 66,372 $6.1M
Ninety One SA (Pty) Ltd 0.87% Reduce -49.1% 65,530 $6.0M
HighPoint Advisor Group LLC 0.42% Reduce -0.8% 60,264 $6.0M
Vestcor Inc 0.20% Reduce -5.8% 64,821 $5.9M
Quantinno Capital Management LP 0.13% Add +40.4% 64,467 $5.9M
Wright Investors Service Inc. 1.47% Reduce -1.8% 63,324 $5.8M
Snowden Capital Advisors LLC 0.18% Add +16.1% 62,352 $5.8M
Meritage Portfolio Management 0.37% Reduce -5.6% 62,635 $5.7M
Metropolitan Life Insurance Co 0.25% Reduce -0.9% 62,614 $5.7M
Independent Advisor Alliance 0.21% Add +3.0% 62,255 $5.7M
Ally Financial Inc. 0.77% Add +29.2% 62,000 $5.7M
Diversify Advisory Services, LLC 0.33% — 61,612 $5.6M
Capstone Investment Advisors, LLC 0.19% Add +29.4% 61,369 $5.6M
Hyman Charles D 0.31% Reduce -16.6% 61,242 $5.6M
Groupama Asset Managment 0.10% Reduce -42.2% 40,452 $5.5M
Beacon Harbor Wealth Advisors, Inc. 1.46% Add +1.9% 60,368 $5.5M
Keating Investment Counselors Inc. 1.75% Reduce -23.8% 59,455 $5.4M
Aviva PLC 0.02% Add +0.3% 59,282 $5.4M
Balefire, LLC 1.93% Add +14.9% 58,526 $5.4M
Silvercrest Asset Management Group LLC 0.04% Add +4.1% 58,070 $5.3M
CIBC Private Wealth Group LLC 0.01% Add +3.1% 57,229 $5.2M
NewEdge Wealth, LLC 0.12% Add +5.5% 53,672 $5.2M
Rathbones Group PLC 0.03% Add +0.2% 56,720 $5.2M
Metis Global Partners, LLC 0.19% Reduce -1.6% 56,601 $5.2M
Walleye Trading LLC 0.08% Reduce -53.0% 56,310 $5.2M
Empirical Finance, LLC 0.32% Add +3.5% 56,069 $5.1M
Argent Trust Co 0.23% Reduce -0.4% 56,037 $5.1M
Pinnacle Associates Ltd. 0.08% Reduce -0.9% 55,502 $5.1M
Cloverfields Capital Group, LP 1.71% Add +7.6% 55,293 $5.1M
Johnson Investment Counsel Inc. 0.05% Add +1.9% 55,010 $5.0M
Beverly Hills Private Wealth, LLC 1.16% Reduce -5.2% 54,693 $5.0M
Norinchukin Bank, The 0.15% Reduce -1.4% 54,522 $5.0M
Semmax Financial Advisors Inc. 1.64% Reduce -0.5% 50,114 $5.0M
Strategic Wealth Partners, Ltd. 0.54% Add +36.2% 54,064 $5.0M
Deltec Asset Management LLC 0.98% Reduce -29.7% 53,990 $4.9M
Tiaa Trust, National Association 0.02% Reduce -64.9% 53,881 $4.9M
North Star Asset Management Inc. 0.23% Reduce -0.0% 53,746 $4.9M
Nicholas Company, Inc. 0.08% No change 53,675 $4.9M
Cypress Capital Group 0.59% Add +3.5% 53,558 $4.9M
Kennon-Green & Company, LLC 4.55% Reduce -2.4% 53,283 $4.9M
FORA Capital, LLC 0.40% Reduce -49.8% 53,270 $4.9M
American Money Management, LLC 1.01% Add +9.3% 53,059 $4.9M
Bollard Group LLC 0.15% Add +4.3% 52,809 $4.8M
United Capital Financial Advisors, LLC 0.04% Reduce -2.9% 52,372 $4.8M
Mesirow Financial Investment Management, Inc. 0.11% Add +23.0% 52,184 $4.8M
Sapient Capital LLC 0.11% Reduce -3.5% 51,368 $4.8M
Asset Planning Services Inc. /La/ 2.66% Reduce -1.1% 51,980 $4.8M
Oliver Luxxe Assets LLC 0.99% Reduce -0.3% 51,773 $4.7M
First Citizens Bank & Trust Co. 0.09% Add +16.6% 51,689 $4.7M
Sowell Financial Services LLC 0.22% Add +10.9% 50,754 $4.7M
Kentucky Retirement Systems Insurance Trust Fund 0.32% Reduce -7.4% 51,232 $4.7M
Bcwm, LLC 1.61% Add +0.8% 51,021 $4.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.99% Add +3.3% 50,890 $4.7M
Huber Capital Management LLC 1.05% Add +368.4% 50,859 $4.7M
Stephens Inc. 0.07% Reduce -1.8% 50,520 $4.6M
Trajan Wealth LLC 0.31% — 50,426 $4.6M
Synergy Asset Management, LLC 0.78% Add +52.3% 50,369 $4.6M
Quantbot Technologies LP 0.26% Reduce -18.6% 49,787 $4.6M
Dean Investment Associates, LLC 0.62% Add +0.3% 49,202 $4.5M
Avantax Advisory Services, Inc. 0.04% Reduce -11.4% 49,106 $4.5M
Altrius Capital Management Inc 1.12% Add +12.3% 48,615 $4.5M
Magnetar Financial LLC 0.12% Add +6.8% 48,495 $4.4M
HM Payson & Co. 0.08% Add +2.8% 48,190 $4.4M
Valeo Financial Advisors, LLC 0.16% Reduce -11.4% 44,405 $4.4M
Freestone Capital Holdings, LLC 0.16% Add +4.6% 47,875 $4.4M
Mengis Capital Management, Inc. 0.67% Add +5.6% 47,347 $4.3M
Bridges Investment Management Inc. 0.14% Reduce -4.4% 47,204 $4.3M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -1.5% 47,169 $4.3M
Principal Securities, Inc. 0.13% Reduce -7.2% 46,939 $4.3M
Allworth Financial LP 0.03% Reduce -3.3% 46,834 $4.3M
Fulton Bank, N.A. 0.18% Add +0.9% 46,773 $4.3M
Cullinan Associates Inc. 0.24% Reduce -8.8% 46,736 $4.3M
Sheaff Brock Investment Advisors, LLC 0.34% Reduce -0.3% 46,735 $4.3M
Searle & Co. 1.09% Reduce -1.5% 46,698 $4.3M
Cwm, LLC 0.02% Add +1.9% 46,595 $4.3M
King Luther Capital Management Corp. 0.02% Reduce -1.0% 46,258 $4.2M
Ieq Capital, LLC 0.06% Add +3.1% 45,618 $4.2M
Guyasuta Investment Advisors Inc. 0.30% Reduce -0.3% 44,357 $4.2M
First National Trust Co 0.17% Add +3.1% 45,534 $4.2M
First Bank & Trust 0.86% Add +14.7% 45,417 $4.2M
Ascent Group, LLC 0.37% Add +41.7% 45,243 $4.1M
Coston, McIsaac & Partners 1.32% Add +3.1% 44,745 $4.1M
Symphony Financial, Ltd. Co. 0.95% Reduce -5.7% 44,690 $4.1M
Contrarius Investment Management Ltd 0.24% Reduce -2.4% 44,535 $4.1M
Williams Jones Wealth Management, LLC. 0.05% Reduce -8.0% 44,510 $4.1M
Tufton Capital Management 0.80% Add +3.5% 44,489 $4.1M
Savant Capital, LLC 0.05% Add +3.7% 44,313 $4.1M
DoubleLine ETF Adviser LP 1.03% New 44,312 $4.1M
Chiron Investment Management, LLC 1.76% Reduce -79.3% 44,297 $4.1M
Anchor Investment Management, LLC 0.42% Add +1.8% 44,072 $4.0M
Cohen Klingenstein LLC 0.15% No change 43,679 $4.0M
Eisler Capital (UK) Ltd. 0.49% Add +79.2% 42,979 $3.9M
Nomura Holdings Inc. 0.03% Add +511.8% 42,817 $3.9M
Osborne Partners Capital Management, LLC 0.24% No change 42,460 $3.9M
Apollon Wealth Management, LLC 0.12% Add +0.1% 42,436 $3.9M
Thomasville National Bank 0.32% Add +1.6% 42,251 $3.9M
SteelPeak Wealth, LLC 0.20% Add +14.5% 41,636 $3.9M
Rakuten Investment Management, Inc. 0.03% Add +990.7% 41,860 $3.8M
Violich Capital Management, Inc. 0.55% Add +1.5% 41,630 $3.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -9.7% 41,504 $3.8M
Cannell & Spears LLC 0.08% Add +285.2% 41,347 $3.8M
Stokes Family Office, LLC 0.47% Reduce -0.0% 41,229 $3.8M
U.S. Capital Wealth Advisors, LLC 0.15% Add +1.7% 41,168 $3.8M
Citadel Investment Advisory, Inc. 2.12% No change 41,001 $3.8M
Kinsale Capital Group, Inc. 1.48% Add +28.5% 40,994 $3.8M
B. Riley Wealth Advisors, Inc. 0.10% Add +24.9% 39,984 $3.8M
Lazard Asset Management LLC 0.00% Reduce -12.8% 40,827 $3.7M
Sepio Capital, LP 0.32% Add +2.9% 40,701 $3.7M
Lighthouse Investment Partners, LLC 0.21% Reduce -91.3% 39,895 $3.7M
Integrated Wealth Concepts LLC 0.05% Reduce -7.0% 39,677 $3.6M
IHT Wealth Management, LLC 0.15% Add +191.1% 39,533 $3.6M
ICICI Prudential Asset Management Co Ltd 0.41% New 39,419 $3.6M
Assenagon Asset Management S.A. 0.01% Reduce -75.2% 39,001 $3.6M
Lowe Brockenbrough & Co. Inc. 0.24% Reduce -6.0% 38,269 $3.6M
MassMutual Private Wealth & Trust, FSB 0.11% Add +2.2% 38,783 $3.6M
Scotia Capital Inc. 0.02% Add +1.2% 38,775 $3.6M
Duality Advisers, LP 0.35% Add +165.6% 38,644 $3.5M
NEOS Investment Management LLC 0.22% Add +75.2% 38,541 $3.5M
Ridgepath Capital Management LLC 3.93% Add +257.9% 38,153 $3.5M
NJ State Employees Deferred Compensation Plan 0.44% No change 38,000 $3.5M
Mutual Advisors, LLC 0.11% Add +4.7% 37,591 $3.4M
Venture Visionary Partners LLC 0.16% Add +12.0% 37,522 $3.4M
Community Trust & Investment Co. 0.24% Add +26.9% 37,508 $3.4M
Balentine LLC 0.10% Add +21.3% 37,420 $3.4M
Lincoln National Corp. 0.05% Add +12.7% 37,411 $3.4M
Richard Bernstein Advisors LLC 0.07% No change 37,243 $3.4M
Connectus Wealth, LLC 0.09% Reduce -18.8% 36,821 $3.4M
Manhattan West Asset Management, LLC 0.81% Add +16.0% 36,874 $3.4M
Tokio Marine Asset Management Co. Ltd. 0.17% Add +7.2% 36,562 $3.3M
Northeast Financial Consultants Inc 0.16% Add +0.1% 35,842 $3.3M
3Chopt Investment Partners, LLC 1.34% Add +34.7% 35,112 $3.3M
Klein Pavlis & Peasley Financial, Inc. 2.95% Add +1.5% 35,596 $3.3M
HB Wealth Management, LLC 0.04% Reduce -1.8% 35,557 $3.3M
Principle Wealth Partners LLC 0.25% Add +2.3% 35,415 $3.2M
Arkadios Wealth Advisors 0.25% Add +1.1% 35,199 $3.2M
Bryn Mawr Trust Advisors, LLC 0.18% Reduce -4.8% 35,105 $3.2M
Hendley & Co. Inc. 1.14% Reduce -0.2% 34,641 $3.2M
Means Investment Co., Inc. 0.41% Reduce -3.2% 34,609 $3.2M
Portside Wealth Group, LLC 0.58% Add +2.8% 34,480 $3.2M
Axxcess Wealth Management, LLC 0.09% Add +25.4% 34,390 $3.2M
Panagora Asset Management Inc. 0.02% Add +2.1% 34,372 $3.1M
Verdence Capital Advisors LLC 0.29% Add +5.6% 34,269 $3.1M
Gateway Investment Advisers LLC 0.04% Reduce -2.0% 34,083 $3.1M
FineMark National Bank & Trust 0.12% Add +2.2% 34,075 $3.1M
Benjamin F. Edwards & Company, Inc. 0.06% Add +3.2% 34,019 $3.1M
Philadelphia Trust Co. 0.25% Add +475.0% 33,895 $3.1M
Ostrum Asset Management 0.24% No change 33,780 $3.1M
Arlington Partners LLC 1.56% Add +64.2% 33,404 $3.1M
Cornercap Investment Counsel Inc. 0.47% Reduce -0.1% 33,395 $3.1M
Farmers Trust Co. 0.61% Add +425.3% 33,187 $3.0M
Salomon & Ludwin, LLC 0.26% Reduce -6.3% 33,186 $3.0M
Vestmark Advisory Solutions, Inc. 0.13% Add +3.1% 33,069 $3.0M
Coldstream Capital Management Inc. 0.08% Add +9.3% 33,059 $3.0M
Equitable Holdings, Inc. 0.03% Add +8.6% 32,998 $3.0M
Kestra Private Wealth Services, LLC 0.07% Add +5.4% 32,941 $3.0M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -8.0% 32,336 $3.0M
TCV Trust & Wealth Management, Inc. 0.29% Reduce -2.9% 32,715 $3.0M
Raleigh Capital Management Inc. 1.29% Reduce -8.9% 32,674 $3.0M
Fernwood Investment Management, LLC 0.87% Add +1.7% 32,566 $3.0M
UMB Bank, n.a. 0.05% Reduce -76.9% 32,468 $3.0M
Central Pacific Bank - Trust Division 0.39% — 32,486 $3.0M
Baldwin Wealth Partners LLC 0.22% Reduce -7.0% 32,323 $3.0M
WCG Wealth Advisors LLC 0.25% Reduce -24.1% 32,232 $3.0M
NBT Bank, N.A. 0.22% Reduce -0.8% 32,229 $3.0M
Investmark Advisory Group LLC 1.61% Reduce -1.6% 32,076 $2.9M
Morton Community Bank 0.84% Add +6.2% 31,907 $2.9M
Windward Capital Management Co. 0.24% Reduce -1.1% 31,841 $2.9M
Wilmington Savings Fund Society, FSB 0.11% — 31,633 $2.9M
Howard Capital Management Group, LLC 0.22% No change 31,374 $2.9M
HBK Sorce Advisory LLC 0.10% Add +0.5% 31,273 $2.9M
Parthenon LLC 0.36% Reduce -5.8% 31,121 $2.9M
Evercore Wealth Management, LLC 0.04% Reduce -4.5% 31,111 $2.9M
Brandywine Trust Co. 0.48% No change 30,814 $2.8M
First County Bank 1.38% Reduce -2.4% 30,722 $2.8M
GLOBALT Investments LLC / GA 0.11% Add +2.0% 30,673 $2.8M
Leonteq Securities AG 0.38% Add +9.2% 30,622 $2.8M
Caldwell Trust Co 0.33% Reduce -3.4% 30,535 $2.8M
SkyOak Wealth, LLC 0.67% Reduce -0.2% 30,482 $2.8M
JARISLOWSKY, FRASER Ltd 0.02% Reduce -16.7% 30,475 $2.8M
Schechter Investment Advisors, LLC 0.21% Add +5.0% 30,167 $2.8M
Waterloo Capital, L.P. 0.35% Add +54.6% 30,158 $2.8M
IFG Advisory, LLC 0.21% Reduce -15.0% 30,018 $2.8M
LVM Capital Management Ltd. 0.32% Reduce -9.0% 29,579 $2.7M
Global Retirement Partners, LLC 0.10% Reduce -5.5% 29,336 $2.7M
Pitcairn Co. 0.17% Add +2.2% 29,295 $2.7M
Hayek Kallen Investment Management 1.03% Add +1.2% 29,209 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.13% Reduce -0.2% 29,178 $2.7M
Doliver Advisors, LP 0.75% Add +6.7% 29,143 $2.7M
AdvisorNet Financial, Inc 0.26% Reduce -25.8% 29,120 $2.7M
Mgo One Seven LLC 0.14% Reduce -8.3% 29,014 $2.7M
Voya Financial Advisors, Inc. 0.30% Add +10.3% 28,799 $2.7M
Live Oak Private Wealth LLC 0.46% Add +5.1% 28,971 $2.7M
Pekin Hardy Strauss, Inc. 0.36% Reduce -1.7% 28,814 $2.6M
Csenge Advisory Group 0.15% Add +4.2% 28,719 $2.6M
Brookstone Capital Management 0.05% Add +5.4% 28,607 $2.6M
Modera Wealth Management, LLC 0.04% Reduce -3.3% 28,310 $2.6M
Wesbanco Bank Inc. 0.10% Add +7.0% 28,294 $2.6M
Fred Alger Management, LLC 0.01% Add +12.1% 27,943 $2.6M
Wealth Alliance, LLC 0.33% Add +0.1% 27,845 $2.6M
Horizon Investments, LLC 0.07% Add +0.3% 27,784 $2.5M
Hilltop Holdings Inc. 0.28% Reduce -0.4% 27,703 $2.5M
SYSTM Wealth Solutions LLC 0.31% Reduce -1.9% 26,919 $2.5M
CreativeOne Wealth, LLC 0.10% Add +138.3% 27,182 $2.5M
Private Trust Co. NA 0.27% Add +5.8% 27,063 $2.5M
Krilogy Financial LLC 0.19% New 27,025 $2.5M
Greenleaf Trust 0.02% Reduce -5.1% 26,886 $2.5M
Sequoia Financial Advisors, LLC 0.03% Reduce -16.5% 26,798 $2.5M
Ellenbecker Investment Group 0.51% Add +0.2% 26,601 $2.4M
Verus Financial Partners, Inc. 0.28% Reduce -19.3% 26,533 $2.4M
Addison Capital Co 1.21% Add +9.7% 26,531 $2.4M
Shilanski & Associates, Inc. 0.84% Add +2.7% 26,498 $2.4M
Pointe Capital Management LLC 1.48% Reduce -40.0% 2,648 $2.4M
CHICAGO TRUST Co NA 0.50% Add +1.6% 26,370 $2.4M
Griffin Asset Management, Inc. 0.29% Reduce -11.3% 26,347 $2.4M
Slagle Financial, LLC 1.31% Reduce -40.4% 26,270 $2.4M
Employees Retirement System of Texas 0.03% New 26,209 $2.4M
TrueMark Investments, LLC 2.20% Reduce -1.8% 26,185 $2.4M
Sigma Planning Corp 0.08% Add +144.6% 26,183 $2.4M
Dynamic Advisor Solutions LLC 0.08% Reduce -11.2% 26,025 $2.4M
StoneX Group Inc. 0.21% Add +11.6% 25,558 $2.4M
Clarkston Capital Partners, LLC 0.04% Reduce -0.1% 25,900 $2.4M
Sherbrooke Park Advisers LLC 0.46% New 25,896 $2.4M
Focus Partners Advisor Solutions, LLC 0.07% Add +491.6% 25,836 $2.4M
Welch & Forbes LLC 0.03% Reduce -4.2% 25,799 $2.4M
Stratos Wealth Partners, LTD. 0.04% Reduce -0.2% 25,640 $2.3M
Twin City Private Wealth, LLC 2.30% — 25,135 $2.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -23.4% 25,477 $2.3M
Crawford Fund Management, LLC 1.81% Reduce -2.7% 25,300 $2.3M
Mechanics Bank Trust Department 0.34% Add +17.2% 25,264 $2.3M
Clearstead Advisors, LLC 0.11% Reduce -6.6% 23,302 $2.3M
Wealthspire Advisors, LLC 0.03% Reduce -5.5% 25,223 $2.3M
Level Four Advisory Services, LLC 0.13% Add +3.9% 24,521 $2.3M
Hunter Associates Investment Management LLC 0.39% Add +0.2% 25,277 $2.3M
Kinloch Capital, LLC 1.18% Add +22.7% 25,160 $2.3M
Pathway Financial Advisers, LLC 0.83% Add +5.7% 25,139 $2.3M
Koa Wealth Management, LLC 2.07% Add +20.3% 25,097 $2.3M
Investment Management Corp of Ontario 0.07% Reduce -30.9% 25,013 $2.3M
Mount Capital Ltd 0.97% No change 25,000 $2.3M
Kentucky Farm Bureau Mutual Insurance Co 0.54% No change 25,000 $2.3M
Wolverine Asset Management LLC 0.20% Add +324.4% 24,898 $2.3M
Machina Capital S.A.S. 1.20% Add +293.2% 24,828 $2.3M
Caprock Group, LLC 0.13% Reduce -0.1% 24,466 $2.3M
Infrastructure Capital Advisors, LLC 0.36% Add +63.4% 24,623 $2.3M
Bradley Foster & Sargent Inc. 0.04% Reduce -5.4% 24,570 $2.3M
Ardent Capital Management, Inc. 1.12% Reduce -0.2% 24,447 $2.2M
Veracity Capital LLC 0.86% Add +5.2% 24,297 $2.2M
Redwood Investment Management, LLC 0.21% Add +0.5% 24,277 $2.2M
CSM Advisors, LLC 0.15% Reduce -73.2% 24,216 $2.2M
DCM Advisors, LLC 0.91% No change 24,176 $2.2M
Octavia Wealth Advisors, LLC 0.32% Reduce -11.8% 23,621 $2.2M
Prevail Innovative Wealth Advisors, LLC 0.81% Add +26.1% 23,847 $2.2M
PFG Investments, LLC 0.13% Add +299.6% 23,778 $2.2M
Jones Financial Companies LLLP 0.00% Reduce -2.4% 23,775 $2.2M
Man Group plc 0.01% Add +107.3% 23,737 $2.2M
Nebula Research & Development LLC 0.46% Add +157.0% 23,421 $2.1M
Independent Solutions Wealth Management, LLC 0.51% Reduce -3.7% 23,340 $2.1M
Radnor Capital Management, LLC 0.36% Reduce -3.2% 23,251 $2.1M
Paradigm Asset Management Co. LLC 0.54% No change 23,100 $2.1M
Douglass Winthrop Advisors, LLC 0.04% Reduce -1.3% 23,010 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% Add +5.3% 22,993 $2.1M
Rossmore Private Capital 0.28% Reduce -3.3% 22,928 $2.1M
Portfolio Design Labs, LLC 0.71% New 22,911 $2.1M
Horizon Kinetics Asset Management LLC 0.04% No change 22,864 $2.1M
Concourse Financial Group Securities, Inc. 0.14% Add +35.5% 22,485 $2.1M
Fiduciary Trust Co 0.03% Add +3.8% 22,758 $2.1M
EP Wealth Advisors, LLC 0.02% Add +14.2% 22,746 $2.1M
Buckingham Strategic Wealth, LLC 0.02% Reduce -45.6% 22,502 $2.1M
Fiduciary Family Office, LLC 0.81% Add +69.3% 22,456 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.33% Add +16.7% 22,415 $2.1M
Meixler Investment Management, Ltd. 1.54% Reduce -12.6% 22,333 $2.0M
Elevation Point Wealth Partners, LLC 0.16% Add +35.9% 22,189 $2.0M
SeaCrest Wealth Management, LLC 0.25% Reduce -21.2% 22,168 $2.0M
Choreo, LLC 0.05% Reduce -1.1% 22,166 $2.0M
Alpha DNA Investment Management LLC 1.11% Add +108.5% 22,163 $2.0M
Bahl & Gaynor LLC 0.01% Add +5.7% 22,162 $2.0M
CNB Bank 0.99% Add +2.9% 22,087 $2.0M
Rockingstone Advisors LLC 1.04% Add +12.6% 22,040 $2.0M
Concurrent Investment Advisors, LLC 0.08% Reduce -3.8% 22,008 $2.0M
Waverly Advisors, LLC 0.05% Add +170.9% 22,001 $2.0M
Founders Financial Alliance, LLC 0.60% Reduce -0.3% 21,876 $2.0M
American Investment Services, Inc. 0.35% Add +2.3% 21,846 $2.0M
Florida Trust Wealth Management Co 0.07% Reduce -8.4% 21,795 $2.0M
B.O.S.S. Retirement Advisors, LLC 0.76% Reduce -10.8% 21,216 $2.0M
Intech Investment Management LLC 0.03% Reduce -71.2% 21,764 $2.0M
Cypress Capital Management LLC (WY) 2.17% Add +309.7% 21,715 $2.0M
Shell Asset Management Co. 0.09% Reduce -40.0% 19,490 $2.0M
Keudell/Morrison Wealth Management 0.60% Add +0.8% 21,545 $2.0M
Two Sigma Securities, LLC 0.10% Add +251.3% 21,348 $2.0M
Capital Investment Advisory Services, LLC 0.21% Reduce -2.2% 21,324 $2.0M
Dakota Wealth Management 0.05% Add +32.6% 21,297 $2.0M
Salem Investment Counselors Inc. 0.06% Add +0.1% 21,110 $2.0M
Welch Group, LLC 0.10% Add +4.1% 21,256 $1.9M
Tyler-Stone Wealth Management 0.86% Add +0.6% 21,197 $1.9M
Texas Yale Capital Corp. 0.09% No change 21,028 $1.9M
Spire Wealth Management 0.04% Reduce -0.7% 21,007 $1.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.23% Add +124.3% 20,987 $1.9M
Hartford Financial Management Inc. 0.41% Reduce -0.1% 20,963 $1.9M
WMS Partners, LLC 0.13% Add +22.0% 20,939 $1.9M
AlphaQuest LLC 0.33% Add +63.6% 20,906 $1.9M
TCW Group Inc. 0.02% Reduce -14.7% 20,897 $1.9M
Greenup Street Wealth Management LLC 0.48% New 20,850 $1.9M
Qsemble Capital Management, LP 0.42% New 20,779 $1.9M
Sumitomo Life Insurance Co. 0.05% Reduce -3.8% 20,749 $1.9M
Councilmark Asset Management, LLC 1.37% — 20,697 $1.9M
NorthCrest Asset Manangement, LLC 0.06% Add +2.9% 20,667 $1.9M
Financial Security Advisor, Inc. 0.66% Add +1.7% 20,320 $1.9M
Insigneo Advisory Services, LLC 0.22% Reduce -3.3% 20,310 $1.9M
Venturi Wealth Management, LLC 0.12% Reduce -6.2% 20,314 $1.9M
Arbor Capital Management Inc. 1.76% Reduce -11.4% 19,003 $1.9M
Moors & Cabot, Inc. 0.10% Add +10.5% 20,129 $1.8M
Procyon Advisors, LLC 0.14% Reduce -1.7% 20,126 $1.8M
SouthState Bank Corp 0.14% Add +3.6% 20,053 $1.8M
Crestwood Advisors Group, LLC 0.04% Reduce -3.4% 20,018 $1.8M
American Assets Investment Management, LLC 0.17% No change 20,000 $1.8M
Essex Financial Services, Inc. 0.17% Reduce -2.7% 19,965 $1.8M
HBW Advisory Services LLC 0.34% No change 19,385 $1.8M
Archford Capital Strategies, LLC 0.30% Reduce -1.8% 19,824 $1.8M
Fairfield, Bush & Co. 1.08% Reduce -1.8% 19,813 $1.8M
AMG National Trust Bank 0.05% Reduce -1.2% 19,682 $1.8M
Avestar Capital, LLC 0.21% Add +3.9% 19,394 $1.8M
Tyche Wealth Partners LLC 0.44% Reduce -2.0% 19,643 $1.8M
Greenfield Savings Bank 0.95% Reduce -1.2% 19,630 $1.8M
Sound View Wealth Advisors Group, LLC 0.19% Reduce -56.1% 19,613 $1.8M
OneDigital Investment Advisors LLC 0.03% Add +1.4% 19,602 $1.8M
Verity & Verity, LLC 0.20% Reduce -2.0% 19,548 $1.8M
Range Financial Group LLC 0.93% Add +11.2% 19,515 $1.8M
Burns J W & Co. Inc. 0.25% Reduce -5.5% 19,371 $1.8M
TD Waterhouse Canada Inc. 0.01% Reduce -1.4% 18,688 $1.8M
Arete Wealth Advisors, LLC 0.16% Add +0.1% 19,338 $1.8M
Norden Group LLC 0.36% Add +44.7% 19,337 $1.8M
Poehling Capital Management, INC. 0.47% Add +15.0% 19,332 $1.8M
Prosperitas Financial LLC 1.12% Add +23.9% 19,156 $1.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.29% Reduce -0.1% 19,088 $1.7M
Investors Asset Management of Georgia Inc. /Ga/ 0.81% Reduce -2.6% 18,859 $1.7M
Capital City Trust Co. 0.48% Reduce -0.7% 18,771 $1.7M
Investment Research & Advisory Group, Inc. 0.79% Add +1.2% 18,749 $1.7M
IFP Advisors, Inc 0.08% Add +40.5% 18,716 $1.7M
Red Door Wealth Management, LLC 0.33% Add +9.5% 18,674 $1.7M
Signaturefd, LLC 0.04% Reduce -7.0% 18,621 $1.7M
Mitchell Sinkler & Starr 0.43% Reduce -16.1% 18,556 $1.7M
Sandy Spring Bank 0.08% Add +0.2% 18,533 $1.7M
Ritholtz Wealth Management 0.06% Reduce -6.7% 18,525 $1.7M
Intrust Bank NA 0.18% Reduce -7.3% 18,421 $1.7M
Kavar Capital Partners Group, LLC 0.31% Reduce -44.1% 18,337 $1.7M
Baker Tilly Wealth Management, LLC 0.30% Add +0.6% 18,264 $1.7M
Ethic Inc. 0.04% Add +42.1% 18,236 $1.7M
Washington Trust Bank 0.16% Reduce -15.2% 18,110 $1.7M
Axq Capital, LP 0.40% New 18,000 $1.6M
GTS Securities LLC 0.04% Reduce -53.6% 17,897 $1.6M
Duff & Phelps Investment Management Co. 0.02% Add +4.3% 17,890 $1.6M
Sciencast Management LP 1.00% New 17,874 $1.6M
Berkeley Capital Partners, LLC 0.50% Add +20.1% 17,861 $1.6M
Kapitalo Investimentos Ltda 0.36% Reduce -79.4% 17,795 $1.6M
Checchi Capital Advisers, LLC 0.13% Reduce -1.2% 17,788 $1.6M
Farther Finance Advisors, LLC 0.10% Add +35.4% 17,769 $1.6M
Managed Asset Portfolios, LLC 0.24% Add +83.0% 17,727 $1.6M
Rockland Trust Co. 0.09% Add +0.8% 17,722 $1.6M
First Hawaiian Bank 0.05% Add +1.9% 17,635 $1.6M
Aptus Capital Advisors, LLC 0.03% Add +40.4% 17,618 $1.6M
Paragon Financial Partners, Inc. 1.33% Add +92.2% 17,603 $1.6M
Todd Asset Management LLC 0.03% Add +1.4% 17,600 $1.6M
Daymark Wealth Partners, LLC 0.09% Reduce -12.8% 17,569 $1.6M
First Nebraska Trust Co 0.17% Reduce -0.4% 17,501 $1.6M
Smallwood Wealth Investment Management, LLC 1.24% Add +0.6% 17,495 $1.6M
Brown Miller Wealth Management, LLC 0.71% Reduce -4.9% 17,461 $1.6M
Blue Trust, Inc. 0.02% Reduce -23.5% 17,402 $1.6M
Beaton Management Co. Inc. 0.87% Reduce -3.9% 17,400 $1.6M
Cortland Associates Inc. 0.21% Add +1.0% 17,295 $1.6M
Montag A & Associates Inc. 0.08% Reduce -1.9% 17,079 $1.6M
Ameritas Investment Partners, Inc. 0.05% Reduce -2.6% 17,252 $1.6M
Dynasty Wealth Management, LLC 0.05% — 17,104 $1.6M
Monetary Management Group Inc. 0.44% Add +3.0% 17,075 $1.6M
Prudent Man Advisors, LLC 0.59% Add +3.9% 17,043 $1.6M
Bailard, Inc. 0.04% Add +1.9% 17,032 $1.6M
Fortem Financial Group, LLC 0.68% Add +8.4% 17,020 $1.6M
Dodge & Cox 0.00% No change 17,000 $1.6M
Rothschild Investment LLC 0.11% Reduce -2.5% 16,927 $1.6M
Stolper Co 0.56% Add +1.5% 16,908 $1.5M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -2.9% 16,886 $1.5M
Schwarz Dygos Wheeler Investment Advisors LLC 0.44% Add +45.7% 16,847 $1.5M
Wbi Investments, LLC 0.32% Reduce -5.1% 16,807 $1.5M
KLCM Advisors, Inc. 0.20% Reduce -0.1% 16,713 $1.5M
Gifford Fong Associates 0.42% No change 16,700 $1.5M
Applied Capital LLC 1.24% Add +2.5% 16,688 $1.5M
InterOcean Capital Group, LLC 0.04% Add +74.0% 16,626 $1.5M
Elevated Capital Advisors, LLC 0.44% Add +5.7% 16,620 $1.5M
Sanders Morris Harris LLC 0.28% Add +14.1% 16,613 $1.5M
St. Louis Trust Co 0.24% No change 16,550 $1.5M
Marcum Wealth, LLC 0.15% Reduce -5.7% 16,474 $1.5M
Cigna Investments Inc. 0.29% Reduce -1.2% 16,442 $1.5M
Siemens Fonds Invest GmbH 0.12% Reduce -4.0% 16,428 $1.5M
Jacobi Capital Management LLC 0.14% Add +0.7% 16,427 $1.5M
Anthracite Investment Company, Inc. 0.76% New 16,369 $1.5M
AlTi Global, Inc. 0.04% Add +46.9% 16,118 $1.5M
Great Valley Advisor Group, Inc. 0.05% Add +12.6% 16,309 $1.5M
Keystone Financial Group 0.22% Add +4.4% 16,305 $1.5M
Lee Financial Co 0.25% Reduce -1.6% 16,263 $1.5M
Letson Investment Management, Inc. 0.63% Reduce -31.5% 16,281 $1.5M
First Trust Direct Indexing L.P. 0.11% Add +19.2% 16,218 $1.5M
Optimist Retirement Group LLC 0.76% Add +40.9% 16,217 $1.5M
Westbourne Investment Advisors, Inc. 0.55% No change 16,204 $1.5M
IMC-Chicago, LLC 0.05% New 16,200 $1.5M
Raab & Moskowitz Asset Management LLC 0.41% Add +0.7% 16,126 $1.5M
Inscription Capital, LLC 0.24% Add +110.2% 16,121 $1.5M
Lynch & Associates 0.34% Reduce -4.9% 16,118 $1.5M
Meeder Advisory Services, Inc. 0.15% Add +3.6% 16,112 $1.5M
Independence Bank of Kentucky 0.44% Add +34.6% 16,097 $1.5M
Wellington Shields Capital Management, LLC 0.28% Reduce -5.9% 16,060 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Reduce -4.3% 16,027 $1.5M
Secure Asset Management, LLC 0.34% Add +5.3% 15,989 $1.5M
TrinityPoint Wealth, LLC 0.24% Reduce -37.5% 15,960 $1.5M
Profund Advisors LLC 0.06% Reduce -6.3% 15,950 $1.5M
Chickasaw Capital Management LLC 0.07% Reduce -6.0% 15,900 $1.5M
Stevens Capital Management LP 0.28% New 15,856 $1.5M
Grey Street Capital, LLC 0.20% Add +147.6% 15,560 $1.4M
PARK CIRCLE Co 1.35% No change 15,745 $1.4M
Financial Advocates Investment Management 0.08% Add +2.1% 15,672 $1.4M
One Capital Management, LLC 0.05% Reduce -1.1% 15,641 $1.4M
CoreCap Advisors, LLC 0.08% Add +1.0% 15,580 $1.4M
Park Place Capital Corp 0.51% Reduce -20.8% 15,526 $1.4M
Jaffetilchin Investment Partners, LLC 0.13% Reduce -2.7% 15,516 $1.4M
Relative Value Partners Group, LLC 0.09% No change 15,601 $1.4M
Beacon Financial Group 0.16% Reduce -2.8% 15,458 $1.4M
American Capital Advisory, LLC 1.24% Reduce -26.2% 14,560 $1.4M
Matrix Private Capital Group LLC 0.96% No change 15,179 $1.4M
Spirit of America Management Corp. 0.28% No change 15,350 $1.4M
Crossmark Global Holdings, Inc. 0.03% Add +2.3% 15,284 $1.4M
Realta Investment Advisors 0.29% Add +0.1% 15,161 $1.4M
Legacy Advisors, LLC 0.18% Reduce -29.2% 14,865 $1.4M
HighVista Strategies LLC 0.49% Add +33.6% 15,100 $1.4M
Supplemental Annuity Collective Trust of NJ 0.43% No change 15,000 $1.4M
Headlands Technologies LLC 0.33% Add +211.5% 14,823 $1.4M
NFSG Corp 0.59% Add +951.2% 14,780 $1.4M
Spinnaker Trust 0.09% Reduce -1.9% 14,776 $1.4M
Tandem Capital Management Corp. 0.77% Reduce -9.1% 14,753 $1.4M
Prospera Financial Services Inc 0.04% Add +1.5% 14,712 $1.3M
Belpointe Asset Management LLC 0.10% Add +14.0% 14,658 $1.3M
Shayne & Jacobs, LLC 0.37% Add +2.4% 14,649 $1.3M
Dudley Capital Management, LLC 0.78% Reduce -2.0% 14,656 $1.3M
Wrapmanager Inc. 0.37% Add +8.0% 14,617 $1.3M
FLC Capital Advisors 0.34% Reduce -5.7% 14,597 $1.3M
Gilliland Jeter Wealth Management LLC 0.46% Add +9.4% 14,551 $1.3M
XML Financial, LLC 0.14% Add +1.7% 14,528 $1.3M
Fourpath Capital Management, LLC 0.92% Reduce -1.4% 14,512 $1.3M
Mystic Asset Management, Inc. 0.55% Add +5.4% 14,509 $1.3M
Pettyjohn, Wood & White, Inc. 0.26% Reduce -1.7% 14,432 $1.3M
Meiji Yasuda Life Insurance Co 0.03% Add +42.6% 14,399 $1.3M
Verity Asset Management, Inc. 0.73% Add +0.2% 14,355 $1.3M
Mayflower Financial Advisors, LLC 0.22% Reduce -0.7% 14,336 $1.3M
RNC Capital Management LLC 0.07% Reduce -18.9% 14,275 $1.3M
Cozad Asset Management Inc. 0.14% Reduce -6.4% 14,191 $1.3M
Bath Savings Trust Co 0.14% Reduce -3.2% 14,165 $1.3M
RFG Advisory, LLC 0.04% Add +3.1% 14,080 $1.3M
Accretive Wealth Partners, LLC 0.57% Add +1.1% 13,229 $1.3M
Northside Capital Management, LLC 0.23% No change 14,057 $1.3M
Lebenthal Global Advisors, LLC 0.28% Add +2.8% 13,963 $1.3M
Lloyd Advisory Services, LLC. 0.27% Add +267.8% 13,935 $1.3M
Geneos Wealth Management Inc. 0.06% Add +16.4% 13,926 $1.3M
Trust Co. of Vermont 0.07% Add +6.6% 13,900 $1.3M
Waldron Private Wealth LLC 0.06% Reduce -5.4% 13,584 $1.3M
Stonegate Investment Group, LLC 0.04% Reduce -3.9% 13,716 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +4.0% 13,688 $1.3M
Kingsview Wealth Management, LLC 0.03% Add +4.9% 13,675 $1.3M
Bluesphere Advisors LLC 0.69% Reduce -20.1% 13,579 $1.2M
Cardiff Park Advisors, LLC 0.12% Add +0.4% 13,560 $1.2M
Shay Capital LLC 0.36% New 13,500 $1.2M
Qtron Investments LLC 0.18% Add +47.7% 13,498 $1.2M
Worldquant Millennium Advisors LLC 0.02% Reduce -33.0% 13,483 $1.2M
Catalyst Financial Partners LLC 0.32% Reduce -5.9% 13,565 $1.2M
Parallel Advisors, LLC 0.03% Reduce -0.7% 13,330 $1.2M
Annex Advisory Services, LLC 0.04% Add +0.1% 13,305 $1.2M
Prosperity Consulting Group, LLC 0.15% Add +13.6% 13,291 $1.2M
MIdWestOne Financial Group, Inc. 0.22% No change 13,267 $1.2M
Primoris Wealth Advisors, LLC 0.98% New 13,263 $1.2M
GAMCO Investors 0.01% Reduce -5.9% 13,250 $1.2M
Mainstay Capital Management LLC 0.23% Add +0.3% 13,214 $1.2M
Oldfield Partners LLP 0.16% No change 13,200 $1.2M
North Star Investment Management Corp. 0.09% Add +1.1% 13,150 $1.2M
Vise Technologies, Inc. 0.24% Add +3.9% 13,110 $1.2M
Lindbrook Capital, LLC 0.11% Reduce -5.7% 13,103 $1.2M
Oxford Asset Management LLP 1.35% New 13,101 $1.2M
Retirement Planning Co of New England, Inc. 0.66% Reduce -7.4% 13,089 $1.2M
Summit Trail Advisors, LLC 0.03% Add +5.0% 12,875 $1.2M
Ameritas Advisory Services, LLC 0.05% Reduce -10.1% 12,655 $1.2M
Cary Street Partners Investment Advisory LLC 0.05% Add +0.7% 13,004 $1.2M
Marino, Stram & Associates LLC 0.28% Reduce -1.7% 12,984 $1.2M
Cooper Financial Group 0.19% Reduce -10.7% 12,901 $1.2M
Kowal Investment Group, LLC 0.25% Add +18.7% 12,855 $1.2M
Waterfront Wealth Inc. 0.33% Add +3.5% 12,240 $1.2M
X-Square Capital, LLC 0.56% Reduce -51.1% 12,543 $1.2M
Longfellow Investment Management Co. LLC 0.27% Add +0.8% 12,800 $1.2M
RB Capital Management, LLC 0.33% Reduce -0.8% 12,759 $1.2M
Unique Wealth Strategies, LLC 0.57% Add +35.0% 12,755 $1.2M
Ashton Thomas Private Wealth, LLC 0.07% Add +41.0% 12,730 $1.2M
Nicolet Advisory Services, LLC 0.12% Reduce -0.1% 12,780 $1.2M
Confluence Wealth Services, Inc. 0.10% Add +11.5% 12,611 $1.2M
Wedbush Securities Inc. 0.04% Reduce -5.4% 12,610 $1.2M
Quadrant Capital Group LLC 0.09% Reduce -5.4% 12,567 $1.2M
Balyasny Asset Management L.P. 0.00% New 12,565 $1.2M
Everett Harris & Co. 0.02% Reduce -2.2% 12,549 $1.1M
Fortune Financial Advisors, LLC 0.73% Reduce -5.4% 12,513 $1.1M
Bogart Wealth, LLC 0.06% Reduce -4.9% 12,479 $1.1M
Burke & Herbert Bank & Trust Co. 0.86% Reduce -6.3% 12,441 $1.1M
Towne Trust Company, N.A 0.41% Reduce -0.4% 12,428 $1.1M
Ballentine Partners, LLC 0.02% Add +49.8% 12,427 $1.1M
Moneta Group Investment Advisors LLC 0.02% Reduce -11.1% 12,407 $1.1M
Vontobel Holding Ltd. 0.01% Add +39.3% 12,389 $1.1M
SevenBridge Financial Group, LLC 0.26% Reduce -16.7% 11,642 $1.1M
Inceptionr LLC 0.29% New 12,373 $1.1M
Tevis Investment Management 0.96% No change 12,320 $1.1M
Simmons Bank 0.08% Reduce -9.3% 12,297 $1.1M
SVB Wealth LLC 0.03% Reduce -7.6% 12,295 $1.1M
Charter Research & Investment Group, Inc. 0.89% Reduce -4.7% 12,293 $1.1M
Affinity Investment Advisors, LLC 0.82% Add +2.3% 12,212 $1.1M
Foundations Investment Advisors, LLC 0.03% Reduce -3.5% 12,196 $1.1M
Community Bank & Trust, Waco, Texas 0.27% Reduce -0.1% 12,131 $1.1M
Citizens Financial Group Inc. 0.04% Reduce -12.6% 12,076 $1.1M
CSU Producer Resources, Inc. 3.61% No change 12,000 $1.1M
Mogy Joel R Investment Counsel Inc. 0.07% No change 11,975 $1.1M
Belmont Capital, LLC 0.30% Add +72.0% 11,948 $1.1M
Hexagon Capital Partners LLC 0.24% Add +3.5% 11,911 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 11,900 $1.1M
Avior Wealth Management, LLC 0.05% Add +27.3% 11,859 $1.1M
Cornerstone Wealth Management, LLC 0.09% Reduce -1.0% 11,842 $1.1M
Zhang Financial LLC 0.08% Reduce -0.8% 11,828 $1.1M
Taylor Hoffman Wealth Management 0.46% No change 11,806 $1.1M
J.W. Cole Advisors, Inc. 0.05% Reduce -5.6% 11,770 $1.1M
Equitable Trust Co. 0.07% Add +22.8% 11,768 $1.1M
Compound Planning, Inc. 0.10% Reduce -7.8% 11,731 $1.1M
Exchange Bank 0.88% Add +0.9% 11,724 $1.1M
Icon Wealth Advisors, LLC 0.10% Reduce -2.9% 11,688 $1.1M
Forte Capital LLC 0.13% Reduce -2.1% 11,657 $1.1M
Fox Run Management, L.L.C. 0.23% New 11,654 $1.1M
Fiduciary Group, LLC 0.12% Add +1.3% 11,638 $1.1M
TRUE Private Wealth Advisors 0.12% Reduce -6.2% 11,635 $1.1M
Berkshire Asset Management LLC 0.06% Reduce -10.5% 11,587 $1.1M
Cobblestone Asset Management LLC 0.72% No change 11,591 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +26.2% 11,580 $1.1M
Independent Financial Group, LLC 0.05% Reduce -7.7% 11,579 $1.1M
WINTON GROUP Ltd 0.07% New 11,579 $1.1M
Keating Wealth Management LLC 0.63% Reduce -0.6% 11,495 $1.1M
Hartline Investment Corp./ 0.19% New 11,484 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% Add +1.5% 11,484 $1.1M
Boston Family Office LLC 0.08% Reduce -13.4% 11,465 $1.1M
First National Bank & Trust Co. of Newtown 0.21% No change 11,415 $1.0M
Continuum Advisory, LLC 0.16% Reduce -45.8% 10,493 $1.0M
Monarch Capital Management Inc. 0.29% Reduce -1.7% 11,234 $1.0M
R.m.sincerbeaux Capital Management LLC 0.66% No change 11,350 $1.0M
Wilbanks Smith & Thomas Asset Management LLC 0.03% Reduce -38.8% 11,339 $1.0M
Ausdal Financial Partners, Inc. 0.12% Add +2.4% 11,324 $1.0M
Avantax Planning Partners, Inc. 0.03% Add +29.3% 11,268 $1.0M
Rwa Wealth Partners, LLC 0.01% Reduce -8.5% 11,262 $1.0M
Northwest Bancshares, Inc. 0.16% Reduce -14.5% 11,260 $1.0M
Wendell David Associates Inc. 0.10% Reduce -0.4% 11,257 $1.0M
HF Advisory Group, LLC 0.57% Add +42.7% 11,212 $1.0M
First Business Financial Services, Inc. 0.11% No change 11,186 $1.0M
Wallace Advisory Group, LLC 0.77% Add +5.8% 10,862 $1.0M
Cidel Asset Management Inc. 0.08% Add +4.0% 11,030 $1.0M
Klingenstein Fields & Co. LP 0.04% Reduce -4.4% 10,994 $1.0M
Gladstone Institutional Advisory LLC 0.06% Reduce -25.8% 10,956 $1.0M
Cheviot Value Management, LLC 0.22% Reduce -2.2% 10,954 $1.0M
Titleist Asset Management, LLC 0.18% Reduce -15.2% 10,936 $1.0M
Gilbert & Cook, Inc. 0.14% Reduce -0.3% 10,914 $1000K
Stratos Wealth Advisors, LLC 0.06% Add +6.6% 10,890 $998K
Parkside Financial Bank & Trust 0.16% Reduce -1.9% 10,888 $998K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -2.3% 10,692 $994K
Nicholas Hoffman & Company, LLC. 0.05% Reduce -26.5% 10,844 $994K
Richard W. Paul & Associates, LLC 0.40% Add +7.8% 10,808 $990K
Mitchell McLeod Pugh & Williams Inc. 0.24% Reduce -1.1% 10,782 $988K
Harbour Investments, Inc. 0.04% Add +4.7% 10,771 $987K
Neville Rodie & Shaw Inc. 0.08% No change 10,730 $983K
Forum Financial Management, LP 0.02% Reduce -14.9% 10,725 $983K
Perigon Wealth Management, LLC 0.03% Add +0.3% 10,706 $981K
Curi Capital, LLC 0.02% New 10,700 $980K
Colonial River Investments, LLC 0.55% Add +7.5% 10,674 $978K
Bank of Hawaii 0.05% Add +4.6% 10,662 $977K
FSB Premier Wealth Management, Inc. 0.45% Add +19.5% 10,650 $976K
Excalibur Management Corp. 0.41% No change 10,632 $974K
Ziegler Capital Management, LLC 0.04% Reduce -66.7% 10,626 $974K
Palisade Capital Management, LP 0.03% Reduce -60.3% 10,625 $973K
Whalerock Point Partners, LLC 0.27% Add +1.9% 10,616 $973K
Syon Capital LLC 0.09% Add +12.8% 10,607 $972K
Integrated Advisors Network LLC 0.05% Reduce -1.6% 10,605 $972K
Dorsey & Whitney Trust CO LLC 0.07% Add +27.6% 10,595 $971K
Modern Wealth Management, LLC 0.09% New 10,577 $969K
Allegheny Financial Group 0.30% Add +2.8% 10,566 $968K
Wealth Group, Ltd. 0.73% — 10,564 $968K
Trivium Point Advisory, LLC 0.21% Reduce -13.9% 10,558 $967K
Evergreen Capital Management LLC 0.04% Reduce -28.2% 10,405 $967K
Wealthcare Advisory Partners LLC 0.03% Add +8.8% 10,522 $964K
Royal Fund Management, LLC 0.11% Add +4.6% 10,504 $963K
Fifth Third Wealth Advisors LLC 0.15% Add +45.4% 10,501 $962K
Disciplined Equity Management, Inc. 0.64% Add +0.1% 10,490 $961K
GoalVest Advisory LLC 0.32% Add +12.6% 10,489 $961K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -10.0% 10,487 $961K
Alkeme Wealth, LLC 0.44% Add +6.2% 10,654 $960K
Park National Corp. 0.04% Reduce -11.0% 10,424 $955K
Cedar Brook Financial Partners, LLC 0.19% Reduce -1.4% 10,383 $951K
Smith, Moore & Co. 0.10% Add +16.2% 10,376 $951K
Trust Point Inc. 0.07% Reduce -39.9% 10,358 $949K
Sonora Investment Management Group, LLC 0.07% Reduce -6.8% 10,308 $944K
Veltria Advisors Corp. 0.24% Add +269.8% 10,302 $944K
Rehmann Capital Advisory Group 0.07% Reduce -4.5% 10,288 $943K
Good Life Advisors, LLC 0.08% Reduce -1.5% 10,268 $941K
Wulff, Hansen & Co. 0.94% Reduce -5.0% 10,260 $940K
C2C Wealth Management, LLC 0.93% Reduce -6.4% 10,258 $940K
Mather Group, Llc. 0.01% Reduce -1.6% 9,979 $939K
Shelton Capital Management 0.03% Reduce -7.3% 10,221 $936K
Walker Asset Management, LLC 0.62% Add +0.3% 10,177 $932K
Alliance Wealth Advisors, LLC 0.59% Reduce -1.3% 10,158 $931K
MQS Management LLC 0.53% New 10,139 $929K
McMorgan & Co. LLC 0.16% No change 10,137 $929K
FNY Investment Advisers, LLC 0.56% Add +4950.0% 10,100 $925K
Aureus Asset Management, LLC 0.06% Reduce -21.9% 10,091 $925K
Graypoint LLC 0.07% Add +14.6% 10,076 $923K
American Financial & Tax Strategies Inc. 0.49% No change 10,024 $918K
Exencial Wealth Advisors, LLC 0.03% Reduce -2.5% 10,008 $917K
Accurate Wealth Management, LLC 0.27% Reduce -2.8% 9,773 $916K
Forthright Family Wealth Advisory LLC 0.61% No change 10,002 $916K
Knoll Capital Management, LLC 0.57% No change 10,000 $916K
Arnhold LLC 0.10% No change 10,000 $916K
State Farm Mutual Automobile Insurance Co. 0.00% No change 10,000 $916K
Gulf International Bank (UK) Ltd 0.02% Add +5.1% 10,001 $916K
Kingswood Wealth Advisors, LLC 0.11% Reduce -42.8% 9,957 $912K
Leavell Investment Management, Inc. 0.05% Reduce -3.1% 9,763 $908K
Ignite Planners, LLC 0.25% Reduce -21.7% 9,910 $906K
Walleye Capital LLC 0.01% Reduce -24.9% 9,881 $905K
Pinnacle Wealth Planning Services, Inc. 0.13% Add +2.0% 9,877 $905K
Ipswich Investment Management Co., Inc. 0.21% No change 9,875 $905K
Moloney Securities Asset Management, LLC 0.14% Reduce -1.5% 9,839 $901K
Centaurus Financial, Inc. 0.06% Add +84.4% 9,833 $901K
Clear Creek Financial Management, LLC 0.11% New 9,745 $893K
Signature Wealth Management Partners, LLC 0.73% No change 9,733 $892K
Planning Alternatives Ltd. 0.15% No change 9,717 $890K
Landscape Capital Management, L.L.C. 0.08% New 9,695 $888K
Group One Trading LLC 0.03% Reduce -31.5% 9,635 $883K
Fisher Asset Management 0.00% Add +12.3% 9,631 $882K
Hoylecohen, LLC 0.07% Reduce -1.9% 9,625 $882K
CIC Wealth, LLC 0.26% Reduce -0.6% 9,611 $881K
Simon Quick Advisors, LLC 0.07% Reduce -6.0% 9,601 $880K
MTM Investment Management, LLC 0.36% No change 9,578 $878K
Atlas Private Wealth Advisors 0.29% Reduce -50.6% 9,445 $865K
Steph & Co. 0.30% Add +6.4% 9,420 $863K
Strong Tower Advisory Services 0.35% Add +18.6% 9,429 $862K
Quadcap Wealth Management, LLC 0.20% Reduce -15.5% 9,404 $862K
VAUGHAN & Co SECURITIES, INC. 0.55% Reduce -0.5% 9,397 $861K
Institutional & Family Asset Management, LLC 0.14% Add +0.2% 9,393 $861K
United Community Bank 0.33% Reduce -10.0% 9,369 $858K
Mission Wealth Management, LP 0.02% Reduce -28.7% 9,364 $858K
Smithfield Trust Co 0.05% Add +0.2% 9,374 $855K
Grove Bank & Trust 0.14% Reduce -54.4% 9,304 $852K
D.B. Root & Company, LLC 0.29% Add +246.2% 9,227 $845K
Strategic Blueprint, LLC 0.06% Add +8.3% 9,184 $841K
Gratus Capital, LLC 0.04% Add +49.3% 9,180 $841K
Harvey Investment Co. LLC 0.09% No change 9,182 $841K
Lanark Financial, Inc. 0.08% Add +1.0% 9,174 $841K
LMCG Investments, LLC 0.05% No change 9,149 $838K
Onyx Bridge Wealth Group LLC 0.15% Reduce -5.4% 8,818 $838K
Flputnam Investment Management Co. 0.02% Reduce -0.8% 9,097 $834K
Imprint Wealth LLC 0.20% Add +13.9% 9,109 $833K
Triangle Securities Wealth Management 0.24% No change 9,089 $833K
Sentry Investment Management LLC 0.32% Add +12.2% 9,065 $831K
Droms Strauss Advisors Inc. /Mo/ 0.30% Reduce -1.6% 9,064 $830K
Fee-Only Financial Planning, L.C. 0.56% Reduce -3.2% 9,052 $829K
Vista Investment Partners LLC 0.28% No change 9,020 $826K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.42% New 9,000 $825K
Washington Trust Advisors, Inc. 0.08% Reduce -8.2% 8,998 $824K
Convergence Investment Partners, LLC 0.32% Reduce -2.7% 8,981 $823K
Bison Wealth, LLC 0.13% Reduce -8.5% 8,964 $821K
Prio Wealth Limited Partnership 0.02% Add +42.2% 8,945 $820K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -58.6% 8,930 $818K
Valicenti Advisory Services Inc. 0.23% Reduce -5.5% 8,925 $818K
Sutton Place Investors LLC 0.40% Add +2.1% 8,921 $817K
Cravens & Co Advisors, LLC 0.68% Add +1.2% 8,911 $816K
Fidelis Capital Partners, LLC 0.12% Add +21.5% 8,898 $815K
Erste Asset Management GmbH 0.01% No change 8,875 $813K
Paloma Partners Management Co 0.17% Add +2743.6% 8,872 $813K
Hendershot Investments Inc. 0.12% No change 8,850 $811K
GAMMA Investing LLC 0.16% Add +10.3% 8,826 $809K
FDx Advisors, Inc. 0.12% Reduce -67.7% 8,780 $804K
Seven Eight Capital, LP 0.08% Add +120.7% 8,719 $799K
Keystone Financial Services 0.35% Add +1.9% 8,718 $799K
Walter & Keenan Wealth Management LLC /in/ 0.26% Add +1.0% 8,696 $797K
Adams Wealth Management 0.19% Reduce -2.1% 8,633 $791K
Clarius Group, LLC 0.05% Reduce -23.9% 8,613 $789K
Executive Wealth Group LLC 0.16% Add +204.1% 8,679 $788K
White Lighthouse Investment Management Inc. 0.16% No change 8,600 $788K
CWS Financial Advisors, LLC 0.32% Reduce -12.1% 8,582 $786K
XTX Topco Ltd 0.11% New 8,579 $786K
Hartford Funds Management Co LLC 0.07% Add +21.1% 8,556 $784K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.19% Reduce -2.1% 8,519 $781K
ICW Investment Advisors LLC 0.35% Reduce -2.9% 8,500 $779K
Main Street Group, LTD 0.38% Add +75.6% 8,501 $778K
Summit Financial Group, Inc. 0.28% No change 8,485 $777K
Salvus Wealth Management, LLC 0.53% Add +0.1% 8,472 $776K
Cassaday & Co Wealth Management LLC 0.03% Reduce -1.1% 8,403 $770K
Atom Investors LP 0.10% New 8,387 $768K
Foster Group, Inc. 0.04% Reduce -17.6% 8,375 $767K
PBMares Wealth Management LLC 0.20% Reduce -3.0% 8,354 $765K
Patten & Patten Inc. 0.05% Add +4.8% 8,351 $765K
Chicago Partners Investment Group LLC 0.03% Add +0.9% 7,817 $763K
Formidable Asset Management, LLC 0.12% Add +40.9% 8,329 $763K
Patriot Investment Management Group, Inc. 0.06% No change 8,282 $759K
Viawealth, LLC 0.47% Reduce -6.5% 8,264 $757K
Phoenix Financial Ltd. 0.01% New 8,287 $757K
Morningstar Investment Management LLC 0.08% No change 8,227 $754K
Ervin Investment Management, LLC 0.53% No change 8,210 $752K
Ranch Capital Advisors Inc. 0.41% Reduce -2.3% 8,121 $750K
Seneca House Advisors 0.33% Reduce -13.5% 8,168 $748K
Romano Brothers and Company 0.10% Reduce -0.6% 8,159 $748K
Ingalls & Snyder LLC 0.03% Add +17.3% 8,155 $747K
Holland Advisory Services, Inc. 0.82% Add +1.4% 8,124 $744K
Wintrust Investments LLC 0.07% Reduce -3.1% 8,106 $743K
Wedmont Private Capital 0.05% Reduce -21.8% 8,135 $741K
Los Angeles Capital Management LLC 0.00% Reduce -1.5% 8,080 $740K
Woodward Diversified Capital, LLC 0.46% Add +5.4% 8,036 $736K
Chilton Capital Management LLC 0.03% No change 8,030 $736K
Ancora Advisors LLC 0.02% Add +0.2% 8,007 $734K
Tocqueville Asset Management L.P. 0.01% Reduce -7.9% 7,984 $731K
Herold Advisors, Inc. 0.18% Reduce -6.3% 7,969 $730K
Thrive Wealth Management, LLC 0.15% Add +19.0% 7,960 $729K
Allen Mooney & Barnes Investment Advisors LLC 0.14% Add +0.5% 8,148 $729K
Wolverine Trading, LLC 0.01% Add +32.9% 7,933 $727K
Girard Partners LTD. 0.07% Reduce -0.8% 7,930 $727K
D'Orazio & Associates, Inc. 0.12% Reduce -2.1% 7,928 $726K
Precedent Wealth Partners, LLC 0.31% Add +5.3% 7,926 $726K
High Net Worth Advisory Group LLC 0.23% Add +6.2% 7,926 $726K
Dover Advisors, LLC 0.50% Reduce -21.2% 7,925 $726K
Stablepoint Partners, LLC 0.15% Add +8.5% 7,896 $723K
Tranquilli Financial Advisor LLC 0.48% Reduce -1.5% 7,844 $719K
McElhenny Sheffield Capital Management, LLC 0.26% No change 7,827 $717K
Keystone Wealth Services, LLC 0.23% Reduce -0.4% 7,815 $716K
New Hampshire Trust 0.17% Reduce -1.5% 7,805 $715K
Hills Bank & Trust Co 0.06% Add +2.8% 7,799 $715K
IRON Financial LLC 0.40% New 7,799 $715K
L.M. Kohn & Company 0.20% Add +4.7% 7,791 $714K
Farmers & Merchants Investments Inc. 0.02% Reduce -0.2% 7,770 $712K
Montecito Bank & Trust 0.14% Add +0.7% 7,765 $711K
Boothbay Fund Management, LLC 0.02% Add +129.9% 7,763 $711K
IFG Advisors, LLC 0.18% No change 7,753 $710K
CVA Family Office, LLC 0.13% Reduce -2.5% 7,751 $710K
First Trust Investment Solutions L.P. 0.12% Reduce -6.1% 7,699 $705K
Franklin Street Advisors Inc. 0.05% No change 7,669 $703K
Atlas Private Wealth Management, LLC 0.29% Reduce -0.5% 7,660 $702K
Calamos Wealth Management LLC 0.04% Add +5.8% 7,657 $702K
McDonald Partners LLC 0.19% Reduce -1.3% 7,631 $699K
Alpha Omega Wealth Management LLC 0.13% Add +0.1% 7,579 $694K
My Legacy Advisors, LLC 0.23% Reduce -0.8% 7,572 $694K
Diversified Trust Co. 0.02% Reduce -57.3% 7,567 $693K
First Commonwealth Financial Corp 0.18% Add +7.0% 7,564 $693K
WP Advisors, LLC 0.23% Add +2.7% 7,544 $691K
Symmetry Partners, LLC 0.05% No change 7,533 $690K
Madison Asset Management, LLC 0.01% Reduce -1.7% 7,531 $690K
Oak Thistle LLC 0.62% Add +51.1% 7,526 $690K
Bill Few Associates, Inc. 0.28% Reduce -5.7% 7,505 $688K
Probity Advisors, Inc. 0.14% Add +0.1% 7,476 $685K
NorthStar Asset Management LLC 0.52% Reduce -1.8% 7,445 $682K
Gilder Gagnon Howe & Co. LLC 0.01% New 7,440 $682K
Aspire Private Capital, LLC 0.18% Add +15.9% 7,422 $680K
Visionary Wealth Advisors 0.05% Add +1.2% 7,407 $679K
Bank of New Hampshire 0.18% Reduce -3.0% 7,345 $673K
Claro Advisors Inc. 0.12% Add +2.0% 7,336 $672K
Lake Street Advisors Group, LLC 0.03% Add +4.4% 7,230 $672K
Joel Isaacson & Co., LLC 0.04% Add +3.7% 7,310 $670K
Yacktman Asset Management 0.01% No change 7,301 $669K
Transcend Capital Advisors, LLC 0.05% Reduce -3.6% 7,296 $668K
WASHINGTON TRUST Co 0.02% Add +0.1% 7,288 $668K
Canandaigua National Bank & Trust Co. 0.10% Reduce -6.6% 7,284 $667K
Okabena Investment Services Inc. 0.22% Add +1.4% 7,276 $667K
Whitener Capital Management, Inc. 0.22% Add +11.9% 7,267 $666K
Granite Investment Partners, LLC 0.03% Reduce -30.4% 7,249 $664K
Koshinski Asset Management, Inc. 0.07% Add +41.0% 7,238 $663K
Kanawha Capital Management LLC 0.05% Reduce -8.7% 7,238 $663K
Next Capital Management LLC 0.27% Reduce -1.4% 7,236 $663K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -8.9% 7,179 $661K
Fishman Jay A Ltd. 0.07% Reduce -0.7% 7,200 $660K
Old Second National Bank of Aurora 0.17% Add +0.9% 7,196 $659K
Pinion Investment Advisors, LLC 0.34% Add +2.7% 7,184 $658K
Coerente Capital Management 0.12% Add +123.4% 7,150 $655K
Valley National Advisers Inc. 0.10% Reduce -2.5% 7,140 $654K
Teamwork Financial Advisors, LLC 0.10% Reduce -58.3% 7,108 $651K
Plimoth Trust Co. LLC 0.17% Reduce -2.1% 7,055 $646K
Atlas Brown,Inc. 0.23% Reduce -10.3% 7,022 $643K
Harbor Investment Advisory, LLC 0.07% Reduce -15.4% 7,020 $643K
Cornerstone Wealth Group, LLC 0.06% Add +24.7% 7,014 $643K
Wellington Shields & Co., LLC 0.21% No change 7,000 $641K
American Century Companies Inc. 0.00% Add +9.6% 6,986 $640K
Wambolt & Associates, LLC 0.19% Reduce -0.1% 6,994 $640K
Quintet Private Bank (Europe) S.A. 0.03% Add +509.7% 6,036 $637K
Abbrea Capital, LLC 0.08% No change 6,860 $637K
CX Institutional 0.03% Reduce -78.4% 6,949 $637K
Capital Advisors Inc. 0.01% Add +9.4% 6,918 $634K
First Western Trust Bank 0.03% No change 6,913 $633K
Benjamin Edwards Inc. 0.13% Reduce -2.5% 6,903 $632K
TBH Global Asset Management, LLC 0.13% Add +0.7% 6,862 $629K
Grandfield & Dodd, LLC 0.04% Reduce -0.9% 6,859 $628K
Flagship Harbor Advisors, LLC 0.04% Add +13.2% 6,848 $627K
Sompo Asset Management Co., Ltd. 0.10% Add +17.7% 6,840 $627K
Oakworth Capital, Inc. 0.05% Reduce -7.5% 6,832 $626K
Keynote Financial Services LLC 0.53% — 6,820 $625K
Cognios Beta Neutral Large Cap Fund, LP 0.81% Reduce -6.4% 6,808 $624K
LVW Advisors, LLC 0.10% Reduce -32.3% 6,761 $619K
Legacy Financial Advisors, Inc. 0.11% Reduce -1.5% 6,751 $619K
Pittenger & Anderson Inc. 0.03% No change 6,750 $618K
AA Financial Advisors, LLC 0.25% New 6,734 $617K
Nicholas Wealth, LLC. 0.48% Add +8.1% 6,724 $616K
Nicolet Bankshares Inc. 0.13% Reduce -0.4% 6,718 $616K
Marble Harbor Investment Counsel, LLC 0.07% Reduce -1.0% 6,718 $616K
Capital Analysts, LLC 0.03% Add +0.1% 6,713 $615K
Duncker Streett & Co. Inc. 0.12% Reduce -21.1% 6,706 $614K
Delta Asset Management LLC 0.05% Reduce -8.2% 6,702 $614K
Virtue Capital Management, LLC 0.11% Reduce -30.7% 6,897 $614K
Woodard & Co. Asset Management Group Inc. 0.16% Reduce -8.2% 6,693 $613K
Ellis Investment Partners, LLC 0.13% Reduce -2.4% 6,668 $611K
Brighton Jones LLC 0.02% Reduce -9.2% 6,617 $606K
Parkside Advisors LLC 0.16% Reduce -1.2% 6,520 $606K
United Advisor Group, LLC 0.23% Add +102.3% 6,609 $606K
Kovack Advisors, Inc. 0.07% Add +10.4% 6,600 $605K
Evanson Asset Management, LLC 0.04% Reduce -31.6% 6,593 $604K
Capital Planning Advisors, LLC 0.11% Add +0.1% 6,543 $599K
Taurus Asset Management, LLC 0.06% Reduce -7.4% 6,521 $597K
Tompkins Financial Corp. 0.07% Reduce -1.8% 6,519 $597K
Personal Cfo Solutions, LLC 0.09% Add +8.2% 6,509 $596K
Premier Path Wealth Partners, LLC 0.11% Reduce -13.8% 6,503 $596K
Gibbs Wealth Management 0.34% — 6,489 $595K
1900 Wealth Management LLC 0.05% Reduce -6.5% 6,481 $594K
Fiducient Advisors LLC 0.12% Add +10.0% 6,390 $593K
Allred Capital Management, LLC 0.23% Add +2.0% 6,469 $593K
HCR Wealth Advisors 0.09% Reduce -2.1% 6,458 $592K
GeoWealth Management, LLC 0.02% Add +48.3% 6,432 $589K
FourThought Financial Partners, LLC 0.07% Add +0.4% 6,409 $587K
Tanaka Capital Management Inc. 1.45% Reduce -6.8% 6,411 $587K
Harbour Trust & Investment Management Co 0.07% Reduce -5.2% 6,402 $587K
Hancock Whitney Corp. 0.02% Add +9.0% 6,374 $584K
Transamerica Financial Advisors, LLC 0.06% Reduce -3.5% 6,359 $583K
Azimuth Capital Investment Management LLC 0.02% No change 6,342 $581K
Cypress Wealth Services, LLC 0.14% Reduce -7.1% 6,339 $581K
Certuity, LLC 0.05% Reduce -19.8% 6,334 $580K
Financial Management Professionals, Inc. 0.09% Add +6.7% 6,329 $580K
Cyndeo Wealth Partners, LLC 0.05% Reduce -90.8% 6,328 $580K
Permit Capital, LLC 0.37% No change 6,276 $575K
Columbia Asset Management 0.12% No change 6,100 $574K
McGowan Group Asset Management, Inc. 0.08% Reduce -8.7% 6,263 $574K
Astoria Portfolio Advisors LLC. 0.22% Reduce -11.1% 6,476 $574K
Brooks, Moore & Associates, Inc. 0.36% No change 6,208 $569K
Plancorp, LLC 0.02% Add +0.6% 6,201 $568K
LRI Investments, LLC 0.14% — 6,195 $568K
VeraBank, N.A. 0.18% Reduce -0.9% 6,184 $567K
Renasant Bank 0.40% Add +4.1% 6,181 $566K
Circle Wealth Management, LLC 0.01% No change 6,173 $566K
Wealth Architects, LLC 0.07% Reduce -1.6% 6,154 $564K
ZWJ Investment Counsel Inc. 0.03% Reduce -2.1% 6,153 $564K
Bouchey Financial Group, Ltd. 0.06% Reduce -5.0% 6,124 $563K
Centennial Bank 0.29% No change 6,139 $562K
Pure Financial Advisors, LLC 0.02% Add +0.5% 6,130 $562K
Northeast Investment Management 0.03% No change 6,123 $561K
Davis R M Inc. 0.01% Reduce -1.4% 6,109 $560K
Smith Shellnut Wilson LLC 0.30% No change 6,106 $559K
Moody National Bank Trust Division 0.04% Reduce -13.5% 6,106 $559K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -6.4% 6,096 $559K
Howland Capital Management LLC 0.03% Reduce -0.2% 6,008 $558K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 6,074 $557K
CoreFirst Bank & Trust 0.35% Reduce -10.7% 6,056 $555K
Diamant Asset Management, Inc. 0.38% No change 6,050 $554K
Human Investing LLC 0.11% Reduce -3.7% 6,049 $554K
Alaska Permanent Fund Corp 0.01% Reduce -48.1% 6,043 $554K
Everhart Financial Group, Inc. 0.16% Add +70.8% 6,016 $551K
Harris Associates (Oakmark Funds) 0.00% Reduce -11.5% 6,015 $551K
Aviso Wealth Management 0.35% Add +11.9% 6,004 $550K
Cornerstone Advisory, LLC 0.08% Reduce -5.4% 6,001 $550K
RBF Capital, LLC 0.03% No change 6,000 $550K
New Century Financial Group, LLC 0.38% New 5,993 $549K
CI Investments Inc. 0.00% Add +36.7% 5,965 $547K
International Assets Investment Management, LLC 0.06% Reduce -16.4% 5,974 $546K
Triumph Capital Management 0.22% New 5,926 $542K
Sentry LLC 0.10% No change 5,891 $540K
Americana Partners, LLC 0.05% No change 5,891 $540K
Physicians Financial Services, Inc. 0.19% No change 5,885 $539K
Main Street Financial Solutions, LLC 0.06% Add +1.1% 5,879 $539K
Finivi Inc. 0.49% Add +11.0% 5,874 $538K
iSAM Funds (UK) Ltd 0.31% New 5,860 $537K
Centennial Wealth Advisory LLC 0.25% Reduce -0.4% 5,856 $536K
Traynor Capital Management, Inc. 0.05% Reduce -2.5% 5,854 $536K
JB Capital LLC 0.04% Add +0.3% 5,832 $534K
MBB Public Markets I LLC 0.03% New 5,810 $532K
Capital Advisors, Ltd. LLC 0.07% Add +3.5% 5,792 $531K
Guardian Capital Advisors LP 0.06% Reduce -1.7% 5,850 $530K
Pathway Financial Advisors LLC 0.14% Reduce -0.0% 5,782 $530K
Armbruster Capital Management, Inc. 0.11% No change 5,761 $528K
Summit Wealth Partners, LLC 0.11% Add +0.2% 5,757 $527K
Burford Brothers, Inc. 0.35% No change 5,740 $526K
General Partner, Inc. 0.33% No change 5,739 $526K
Cambria Investment Management, L.P. 0.03% Reduce -21.9% 5,739 $526K
Sax Wealth Advisors, LLC 0.06% Add +1.8% 5,732 $525K
EverSource Wealth Advisors, LLC 0.04% Add +7.6% 5,513 $523K
Plante Moran Financial Advisors, LLC 0.06% Reduce -3.8% 5,708 $523K
Sfmg, LLC 0.04% Add +5.4% 5,679 $520K
Accredited Investors Inc. 0.03% Add +1.6% 5,663 $519K
Total Investment Management Inc. 0.07% Add +0.3% 5,662 $519K
Wagner Wealth Management, LLC 0.16% Reduce -31.6% 5,659 $519K
Castleview Partners, LLC 0.29% Add +57.3% 5,646 $517K
&partners 0.07% Add +86.4% 5,792 $515K
Lakewood Asset Management LLC 0.35% Add +27.5% 5,621 $515K
Traphagen Investment Advisors LLC 0.05% Add +0.1% 5,594 $513K
Trustmark Bank Trust Department 0.04% Add +1.8% 5,580 $511K
Vanguard Capital Wealth Advisors 0.36% Add +0.2% 5,572 $511K
Capital Asset Advisory Services LLC 0.03% Reduce -18.0% 5,705 $510K
Smartleaf Asset Management LLC 0.10% Add +49.8% 5,507 $508K
Advisor OS, LLC 0.06% Reduce -66.5% 5,541 $508K
Stratos Investment Management, LLC 0.05% Add +16.3% 5,535 $507K
Fidelity D & D Bancorp Inc. 0.38% Reduce -5.3% 5,530 $507K
Center for Financial Planning, Inc. 0.08% Add +4.7% 5,528 $506K
Hemenway Trust Co LLC 0.04% Reduce -8.0% 5,505 $504K
Lantz Financial LLC 0.16% Add +1.4% 5,498 $504K
Schnieders Capital Management LLC 0.10% Reduce -2.7% 5,488 $503K
Thoroughbred Financial Services, LLC 0.05% Reduce -27.9% 5,469 $501K
World Equity Group, Inc. 0.10% Reduce -16.8% 5,456 $500K
Naples Global Advisors, LLC 0.05% Add +11.6% 5,390 $499K
Nwam LLC 0.04% Add +3.8% 5,159 $498K
Bedel Financial Consulting, Inc. 0.08% No change 5,429 $497K
Souders Financial Advisors 0.08% Reduce -1.4% 5,428 $497K
ETF Store, Inc. 0.28% Add +5.4% 5,424 $497K
Woodmont Investment Counsel LLC 0.04% Reduce -9.5% 5,416 $496K
Alliance Wealth Advisors, LLC 0.15% Reduce -3.9% 5,415 $496K
Birch Hill Investment Advisors LLC 0.02% No change 5,400 $495K
Sunpointe, LLC 0.55% Add +5.6% 5,320 $494K
US Asset Management LLC 0.44% Reduce -1.7% 5,372 $492K
Choate Investment Advisors 0.01% Add +33.1% 5,364 $491K
GPS Wealth Strategies Group, LLC 0.08% Reduce -3.5% 5,312 $487K
AlphaStar Capital Management, LLC 0.05% New 5,303 $486K
Cross Staff Investments Inc 0.41% Reduce -2.4% 5,280 $484K
Keebeck Wealth Management 0.07% Reduce -0.7% 5,201 $483K
Covenant Partners, LLC 0.14% Reduce -43.9% 5,267 $483K
Aspen Grove Capital, LLC 0.14% Add +9.3% 5,185 $482K
Steward Partners Investment Solutions, LLC 0.08% New 5,252 $481K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +50.7% 5,228 $479K
Phillips Wealth Planners LLC 0.55% Reduce -4.6% 5,340 $478K
Atlantic Edge Private Wealth Management, LLC 0.16% Add +2880.0% 5,215 $478K
Blackhill Capital Inc. 0.03% No change 5,200 $476K
Crescent Grove Advisors, LLC 0.05% Add +0.0% 5,123 $476K
Delta Investment Management, LLC 0.11% Reduce -0.1% 5,170 $474K
Western Wealth Management, LLC 0.04% Add +2.0% 5,169 $474K
McGlone Suttner Wealth Management, Inc. 0.09% Add +15.3% 5,159 $473K
Ridgewood Investments LLC 0.25% Reduce -0.1% 5,152 $472K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.9% 5,150 $472K
Colonial Trust Co / SC 0.09% Reduce -0.5% 5,138 $471K
Douglas Lane & Associates, LLC 0.01% Reduce -2.8% 5,126 $470K
Ti-Trust, Inc. 0.34% No change 5,125 $470K
Signal Advisors Wealth, LLC 0.12% Add +137.7% 5,125 $470K
Clear Harbor Asset Management, LLC 0.04% No change 5,123 $469K
Essex Bank 0.14% No change 4,986 $469K
RFP Financial Group LLC 0.18% Reduce -2.2% 5,116 $469K
Wealth Dimensions Group, Ltd. 0.14% Reduce -0.6% 5,111 $468K
Mattern Wealth Management LLC 0.11% No change 5,109 $468K
KLR Investment Advisors, LLC 0.34% Reduce -11.4% 4,956 $466K
Plan Group Financial, LLC 0.31% Add +71.8% 5,075 $465K
Kornitzer Capital Management Inc. 0.01% Reduce -1.4% 5,072 $465K
Intrua Financial, LLC 0.07% Add +4.1% 5,069 $464K
FirstPurpose Wealth LLC 0.17% Add +1.1% 5,174 $464K
Summit Financial, LLC 0.03% Reduce -18.1% 4,960 $461K
Enterprise Financial Services Corp 0.28% Reduce -15.3% 5,029 $461K
9258 Wealth Management, LLC 0.07% Reduce -14.8% 5,023 $460K
Stoneridge Investment Partners LLC 0.17% Reduce -85.9% 5,005 $459K
Reaves W H & Co. Inc. 0.02% No change 5,000 $458K
Bangor Savings Bank 0.05% No change 4,995 $458K
Lifeworks Advisors, LLC 0.13% Add +10.3% 4,987 $457K
TCI Wealth Advisors, Inc. 0.04% Add +4.1% 4,982 $456K
Cipher Capital LP 0.21% New 4,978 $456K
SOL Capital Management CO 0.06% No change 4,970 $455K
Greatmark Investment Partners, Inc. 0.06% Add +1.4% 4,952 $454K
Princeton Global Asset Management LLC 0.11% Reduce -2.9% 4,942 $453K
Horst & Graben Wealth Management LLC 0.09% Add +1.0% 4,937 $452K
Delta Financial Group, Inc. 0.13% Add +1.1% 4,916 $450K
Edmp, Inc. 0.38% No change 4,910 $450K
CMG Global Holdings, LLC 0.31% Add +0.6% 4,905 $449K
Appleton Partners Inc. 0.03% Reduce -34.4% 4,905 $449K
Jag Capital Management, LLC 0.06% Reduce -11.7% 4,899 $449K
Clearbridge Investments, LLC 0.00% No change 4,893 $448K
First City Capital Management, Inc. 0.25% Reduce -42.3% 4,888 $448K
Regal Investment Advisors LLC 0.03% Add +5.4% 4,885 $448K
Trustco Bank Corp. N Y 0.47% No change 4,884 $447K
Aviance Capital Partners, LLC 0.07% Reduce -8.9% 4,853 $445K
WBH Advisory Inc. 0.05% Reduce -2.0% 4,846 $444K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -4.6% 4,846 $444K
Absher Wealth Management, LLC 0.06% Reduce -0.2% 4,843 $444K
Skyline Advisors, Inc. 0.20% Add +0.1% 4,843 $444K
Angeles Wealth Management, LLC 0.04% Add +12.0% 4,841 $444K
Kathmere Capital Management, LLC 0.05% Reduce -13.5% 4,833 $443K
Kolinsky Wealth Management, LLC 0.34% Add +3.3% 4,831 $443K
Guardian Wealth Advisors, LLC / NC 0.05% Add +27.2% 4,831 $443K
LSV Asset Management 0.00% No change 4,800 $440K
Northstar Advisory Group, LLC 0.27% Add +11.9% 4,409 $439K
CWA Asset Management Group, LLC 0.03% Add +22.1% 4,769 $437K
Westmount Partners, LLC 0.16% Add +0.2% 4,768 $437K
ARS Wealth Advisors Group, LLC 0.06% Reduce -17.3% 4,767 $437K
Mairs & Power Inc. 0.00% Add +0.5% 4,765 $437K
Wealth Quarterback LLC 0.24% Reduce -0.1% 4,761 $436K
Compton Financial Group, LLC 0.15% No change 4,759 $436K
Aaron Wealth Advisors LLC 0.06% Add +36.3% 4,740 $434K
Atwood & Palmer Inc. 0.03% No change 4,739 $434K
International Private Wealth Advisors LLC 0.84% Add +79.6% 4,737 $434K
MBA Advisors LLC 0.22% Reduce -12.3% 4,737 $434K
Cohen Investment Advisors LLC 0.28% Reduce -4.0% 4,734 $434K
Peoples Financial Services Corp. 0.19% Reduce -15.6% 4,719 $432K
Buckley Wealth Management, LLC 0.14% Reduce -0.7% 4,677 $429K
Manchester Capital Management LLC 0.05% Reduce -3.4% 4,677 $429K
FinTrust Capital Advisors, LLC 0.08% Reduce -77.2% 4,653 $426K
Winning Points Advisors, LLC 0.65% No change 4,510 $424K
Godsey & Gibb, Inc. 0.04% Add +8.1% 4,631 $424K
Sheets Smith Wealth Management 0.05% Add +0.3% 4,629 $424K
CFO4Life Group, LLC 0.08% Add +6.5% 4,624 $424K
Focus Financial Network, Inc. 0.02% — 4,645 $424K
Eudaimonia Advisors LLC 0.23% No change 4,622 $423K
McBroom & Associates, LLC 0.28% New 4,618 $423K
Mayfair Advisory Group, LLC 0.31% Add +3.2% 4,608 $422K
Emprise Bank 0.28% — 4,604 $422K
Allstate Corp. 0.03% Reduce -10.6% 4,603 $422K
HUB Investment Partners, LLC 0.02% Reduce -88.7% 4,591 $421K
Smith Chas P & Associates Pa Cpas 0.03% Add +11.1% 4,570 $419K
Edmonds Duncan Registered Investment Advisors, LLC 0.10% No change 4,555 $417K
AXA S.A. 0.00% Add +7.8% 4,535 $415K
Carmichael Hill & Associates, Inc. 0.17% Add +0.3% 4,532 $415K
Wolff Financial Management LLC 0.12% No change 4,523 $414K
Per Stirling Capital Management, LLC. 0.07% No change 4,505 $413K
ICA Group Wealth Management, LLC 0.08% Add +92.7% 4,465 $409K
Ceeto Capital Group, LLC 0.17% No change 4,393 $408K
Heritage Wealth Management, LLC 0.21% New 4,441 $407K
Resonant Capital Advisors, LLC 0.03% Add +19.6% 4,372 $406K
Uncommon Cents Investing LLC 0.12% Add +3.8% 4,421 $405K
Maven Securities LTD 0.02% Reduce -7.8% 4,417 $405K
Clarus Group, Inc. 0.28% Reduce -0.8% 4,404 $403K
Empower Advisory Group, LLC 0.00% Add +5.5% 4,390 $402K
Resources Management Corp. /CT/ 0.06% No change 4,365 $400K
Heritage Trust Co 0.05% Reduce -16.6% 4,365 $400K
Chesapeake Wealth Management 0.14% Reduce -6.1% 4,331 $397K
Hamilton Point Investment Advisors, LLC 0.08% No change 4,266 $396K
ERn Financial, LLC 0.07% Reduce -4.8% 4,316 $395K
Valmark Advisers, Inc. 0.01% Add +1.6% 4,313 $395K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +92.8% 4,309 $395K
Burns Matteson Capital Management, LLC 0.26% Reduce -38.7% 4,306 $395K
Invst, LLC 0.05% Reduce -59.0% 4,305 $394K
Avity Investment Management Inc. 0.03% Reduce -6.0% 4,292 $393K
Leo Wealth, LLC 0.04% Add +0.4% 4,278 $392K
Kapstone Financial Advisors LLC 0.27% Add +0.1% 4,272 $391K
Westshore Wealth, LLC 0.16% No change 4,267 $391K
Charles Schwab Trust Co 0.04% Reduce -37.4% 4,239 $388K
PDS Planning, Inc 0.04% Add +3.5% 4,231 $388K
Executive Wealth Management, LLC 0.03% Reduce -1.5% 4,230 $387K
Schulhoff & Co. Inc. 0.17% Add +0.1% 4,220 $387K
MJP Associates Inc. 0.08% Add +38.8% 4,218 $386K
Baxter Bros Inc. 0.05% No change 4,218 $386K
Drive Wealth Management, LLC 0.11% Add +29.9% 4,189 $386K
Elgethun Capital Management 0.10% Add +38.3% 4,216 $385K
Powers Advisory Group, LLC 0.22% Reduce -4.0% 4,197 $384K
MADDEN SECURITIES Corp 0.18% Reduce -12.5% 4,186 $383K
Gray Wealth Management Inc. 0.17% Reduce -3.0% 4,183 $383K
Cobblestone Capital Advisors LLC 0.02% Reduce -8.0% 4,178 $383K
Coastline Trust Co 0.05% Reduce -0.6% 4,175 $383K
Pinnacle Bancorp, Inc. 0.11% Add +9.2% 4,172 $382K
Altfest L J & Co. Inc. 0.05% Reduce -12.1% 4,173 $382K
Novak & Powell Financial Services, Inc. 0.29% Add +6.9% 4,167 $382K
RIA Advisory Group LLC 0.15% New 4,166 $382K
Summit Financial Wealth Advisors, LLC 0.08% Add +0.2% 4,160 $381K
Vestor Capital, LLC 0.03% Add +3.5% 4,142 $379K
W Advisors, LLC 0.26% Add +1.0% 4,128 $378K
Alpha Family Trust 0.23% No change 4,110 $377K
Jamison Private Wealth Management, Inc. 0.06% Reduce -5.2% 4,107 $376K
Alta Advisers Ltd 0.19% No change 4,100 $376K
Parsons Capital Management Inc. 0.03% Reduce -10.3% 4,094 $375K
Strategic Advisors LLC 0.07% Reduce -7.8% 4,092 $375K
Smith Salley Wealth Management 0.03% Reduce -33.0% 4,089 $375K
Everpar Advisors LLC 0.23% Reduce -53.0% 4,085 $374K
Silverlake Wealth Management LLC 0.19% Add +24.2% 4,080 $374K
Axim Planning & Wealth 0.30% No change 4,076 $373K
Sunbelt Securities, Inc. 0.04% Reduce -1.4% 4,068 $373K
Chesley Taft & Associates LLC 0.02% No change 4,065 $372K
Arvest Trust Co. N A 0.02% Reduce -16.7% 4,058 $372K
Widmann Financial Services, Inc. 0.31% No change 4,048 $371K
Trek Financial, LLC 0.03% Add +2.0% 4,025 $369K
Toth Financial Advisory Corp. 0.05% Reduce -0.9% 4,020 $368K
Courier Capital LLC 0.03% Reduce -5.4% 4,014 $368K
WealthShield Partners, LLC 0.06% Add +5.4% 3,956 $368K
Boit C F David 0.20% No change 3,820 $367K
Coastwise Capital Group, LLC 0.34% Add +57.3% 3,995 $366K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -1.2% 4,000 $366K
Nilsine Partners, LLC 0.05% Reduce -10.6% 3,990 $366K
CYBER HORNET ETFs LLC 0.44% Reduce -2.7% 3,996 $365K
Buckhead Capital Management LLC 0.12% Reduce -82.7% 3,977 $364K
BSW Wealth Partners 0.06% No change 3,964 $363K
Inlet Private Wealth, LLC 0.10% Reduce -38.7% 3,958 $363K
First American Trust, FSB 0.04% Add +67.0% 3,957 $363K
Carson Advisory Inc. 0.25% Add +0.1% 3,956 $362K
Wallace Capital Management Inc. 0.05% Add +26.4% 3,954 $362K
Horizon Investment Services, LLC 0.18% Reduce -8.7% 3,949 $362K
Game Plan Financial Advisors, LLC 0.21% New 3,940 $361K
Zullo Investment Group, Inc. 0.17% Add +0.7% 3,935 $361K
Gilman Hill Asset Management, LLC 0.06% Reduce -4.1% 3,925 $360K
Howard Financial Services, LTD. 0.06% Reduce -10.4% 3,911 $358K
One Wealth Advisors, LLC 0.06% New 3,845 $357K
UNIVEST FINANCIAL Corp 0.10% No change 3,890 $356K
Prentice Wealth Management LLC 0.12% Add +9.4% 3,874 $355K
Catalina Capital Group, LLC 0.15% New 3,870 $355K
KCM Investment Advisors LLC 0.01% Add +2.8% 3,868 $354K
Edmond DE Rothschild Holding S.A. 0.01% No change 3,850 $353K
Gables Capital Management Inc. 0.19% No change 3,846 $352K
Vantage Consulting Group Inc 0.22% Add +0.1% 3,845 $352K
Royal Capital Wealth Management, LLC 0.28% Reduce -9.0% 3,839 $352K
Holderness Investments Co. 0.09% Add +0.3% 3,831 $351K
Bar Harbor Wealth Management 0.02% Reduce -22.5% 3,819 $350K
Obermeyer Wealth Partners 0.02% Add +8.7% 3,806 $349K
Schrum Private Wealth Management LLC 0.31% Add +0.3% 3,776 $346K
O'Keefe Stevens Advisory, Inc. 0.11% Add +37.2% 3,765 $345K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Add +17.6% 3,759 $344K
LBMC Investment Advisors, LLC 0.03% Add +0.7% 3,757 $344K
Asset Allocation Strategies LLC 0.12% Add +0.6% 3,750 $344K
Cutter & CO Brokerage, Inc. 0.08% Reduce -5.0% 3,745 $343K
Journey Advisory Group, LLC 0.04% Reduce -2.0% 3,732 $342K
Tradition Wealth Management, LLC 0.03% Add +0.3% 3,732 $342K
CRA Financial Services, LLC 0.07% Reduce -5.4% 3,716 $340K
Sargent Investment Group, LLC 0.07% Reduce -0.8% 3,706 $340K
Carret Asset Management, LLC 0.04% No change 3,698 $339K
Callahan Advisors, LLC 0.04% Add +0.1% 3,697 $339K
SPC Financial, Inc. 0.03% Add +0.1% 3,695 $339K
Sterling Investment Counsel, LLC 0.16% Add +0.3% 3,694 $338K
IAM Advisory, LLC 0.09% Add +0.1% 3,671 $336K
Advisory Alpha, LLC 0.01% Add +48.9% 3,667 $336K
Robertson Stephens Wealth Management, LLC 0.02% Add +71.0% 3,613 $336K
West Coast Financial LLC 0.04% Reduce -7.0% 3,655 $335K
Powell Investment Advisors, LLC 0.18% No change 3,587 $333K
Childress Capital Advisors, LLC 0.10% Add +1.4% 3,627 $332K
626 Financial, LLC 0.20% Add +0.0% 3,605 $330K
Glass Jacobson Investment Advisors llc 0.12% Reduce -11.1% 3,600 $330K
LGT Financial Advisors LLC 0.38% No change 3,600 $330K
J. Stern & Co. LLP 0.04% No change 3,600 $330K
Centerpoint Advisors, LLC 0.12% No change 3,588 $329K
Lion Street Advisors, LLC 0.13% No change 3,492 $329K
Arkos Global Advisors 0.05% New 3,582 $328K
E&G Advisors, LLC 0.10% Reduce -4.8% 3,579 $328K
Benin Management CORP 0.10% No change 3,564 $327K
Ade, LLC 0.22% No change 3,559 $326K
State of Wyoming 0.05% Add +88600.0% 3,548 $325K
Bantamac Capital, LLC 0.18% Reduce -0.9% 3,538 $324K
Arrow Financial Corp 0.03% Reduce -7.7% 3,521 $323K
JSF Financial, LLC 0.10% Add +0.7% 3,506 $321K
Omnia Family Wealth, LLC 0.15% Add +5.2% 3,453 $321K
Frisch Financial Group, Inc. 0.11% Reduce -29.8% 3,491 $320K
Foguth Wealth Management, LLC. 0.17% — 3,491 $320K
Fragasso Financial Advisors Inc 0.03% Reduce -0.1% 3,491 $320K
Bank Pictet & Cie (asia) Ltd. 0.18% Reduce -78.1% 3,489 $320K
Ledyard National Bank 0.03% Reduce -5.7% 3,471 $318K
Armstrong Advisory Group, Inc. 0.03% No change 3,378 $318K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -11.3% 3,462 $317K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -70.7% 3,457 $317K
Alera Investment Advisors, LLC 0.04% Add +7.6% 3,456 $317K
Arden Trust Co 0.04% No change 3,454 $316K
German American Bancorp, Inc. 0.04% No change 3,443 $315K
Sigma Investment Counselors Inc. 0.02% Add +0.3% 3,436 $315K
Sweet Financial Partners, LLC 0.07% Add +0.1% 3,423 $314K
ORG Partners LLC 0.60% Reduce -82.1% 3,422 $313K
Wills Financial Group, Inc. 0.15% No change 3,413 $313K
Foster Dykema Cabot & Partners, LLC 0.03% No change 3,365 $313K
Wealth Alliance Advisory Group, LLC 0.07% Add +6.6% 3,411 $313K
Penobscot Investment Management Company, Inc. 0.03% No change 3,397 $311K
Verus Capital Partners, LLC 0.03% Reduce -4.0% 3,396 $311K
Well Done, LLC 0.06% Add +1.5% 3,390 $311K
Detalus Advisors, LLC 0.11% Add +1.1% 3,386 $310K
Bernardo Wealth Planning LLC 0.09% Reduce -8.2% 3,385 $310K
Hilltop National Bank 0.11% — 3,383 $310K
Marshall Financial Group Inc. 0.10% No change 3,378 $309K
BLB&B Advisors, LLC 0.02% Add +17.0% 3,374 $309K
Sweeney & Michel, LLC 0.14% — 3,086 $308K
Northwest Quadrant Wealth Management, LLC 0.08% Add +1.3% 3,359 $308K
Private Wealth Partners, LLC 0.02% No change 3,355 $307K
Westside Investment Management, Inc. 0.07% No change 3,350 $307K
Sovereign Financial Group, Inc. 0.08% Reduce -0.0% 3,341 $306K
Gratus Wealth Advisors, LLC 0.06% Reduce -1.5% 3,355 $306K
Paces Ferry Wealth Advisors, LLC 0.20% Reduce -6.7% 3,329 $305K
Proficio Capital Partners LLC 0.03% Add +1.2% 3,329 $305K
Lansing Street Advisors 0.14% New 3,329 $305K
Private Client Services, LLC 0.20% Add +4.7% 3,324 $305K
Janiczek Wealth Management, LLC 0.06% Reduce -1.9% 3,283 $304K
Cordgrass Capital Advisors, LLC 0.09% Add +0.5% 3,319 $304K
Elmwood Wealth Management, Inc. 0.13% Add +6.2% 3,318 $304K
American National Bank & Trust Co. 0.07% — 3,307 $303K
Redwood Wealth Management Group, LLC 0.32% Reduce -2.0% 3,302 $303K
Barlow Wealth Partners, LLC 0.04% No change 3,405 $303K
Field & Main Bank 0.12% Reduce -2.3% 3,300 $302K
Garde Capital, Inc. 0.02% Add +3.1% 3,301 $302K
Strait & Sound Wealth Management LLC 0.17% Reduce -0.7% 3,366 $301K
Kingfisher Capital LLC 0.07% Add +0.4% 3,289 $301K
Sage Mountain Advisors LLC 0.03% Reduce -6.8% 3,281 $301K
Davidson Trust Co. 0.17% No change 3,275 $300K
Quotient Wealth Partners, LLC 0.01% Reduce -16.4% 3,274 $300K
Eagle Bay Advisors LLC 0.19% Reduce -5.5% 3,225 $300K
Austin Private Wealth, LLC 0.03% Add +8.6% 3,288 $299K
Navellier & Associates Inc. 0.04% No change 3,260 $299K
Stonebridge Capital Advisors LLC 0.03% Reduce -1.3% 3,258 $298K
Silvant Capital Management LLC 0.01% No change 3,212 $298K
Berger Financial Group, Inc 0.02% Reduce -19.8% 3,252 $298K
Roberts Financial Services LLC 0.06% Reduce -1.8% 3,247 $297K
Integral Investment Advisors, Inc. 0.12% New 3,223 $297K
OneAscent Financial Services LLC 0.03% Reduce -3.6% 3,198 $297K
TFC Financial Management, Inc. 0.05% Reduce -2.5% 3,226 $296K
Hubbell Strickland Wealth Management, LLC 0.15% Add +0.3% 3,223 $295K
JFS Wealth Advisors, LLC 0.02% Reduce -2.5% 3,223 $295K
Oxford Financial Group, LTD. LLC 0.02% Reduce -12.4% 3,222 $295K
BNC Wealth Management, LLC 0.13% No change 3,220 $295K
Cottonwood Capital Advisors, LLC 0.23% Reduce -0.3% 3,322 $294K
Northeast Financial Group, Inc. 0.13% No change 3,196 $293K
Register Financial Advisors LLC 0.15% Add +0.0% 3,188 $292K
Farmers & Merchants Trust Co of Chambersburg PA 0.12% Add +0.6% 3,183 $292K
Webster Bank, N. A. 0.03% Reduce -0.9% 3,184 $292K
Bristlecone Advisors, LLC 0.03% Reduce -9.9% 3,181 $291K
Caldwell Sutter Capital, Inc. 0.14% Reduce -0.1% 3,175 $291K
Vermillion & White Wealth Management Group, LLC 0.23% No change 3,165 $290K
Aveo Capital Partners, LLC 0.03% Reduce -1.3% 2,969 $289K
MCF Advisors LLC 0.02% Reduce -5.5% 3,099 $287K
CW Advisors, LLC 0.00% Reduce -37.7% 3,126 $287K
Central Bank & Trust Co. 0.04% Reduce -4.6% 3,117 $286K
Moneco Advisors, LLC 0.05% Add +1.0% 3,115 $285K
Marco Investment Management LLC 0.03% Reduce -7.8% 3,108 $285K
Greenline Partners, LLC 0.05% No change 3,106 $285K
Trust Co. of Toledo NA 0.04% Reduce -4.0% 3,099 $284K
Alexander Labrunerie & Co., Inc. 0.16% — 3,088 $283K
Waller Financial Planning Group, Inc. 0.08% Reduce -6.8% 3,084 $283K
Loudon Investment Management, LLC 0.16% Reduce -3.6% 3,075 $282K
Greylin Investment Management, Inc 0.05% Reduce -0.0% 3,074 $282K
Callan Capital, LLC 0.02% Reduce -4.2% 3,073 $282K
Aspiriant, LLC 0.01% Reduce -13.5% 3,066 $281K
Elite Wealth Management, Inc. 0.07% Add +4.8% 3,062 $281K
Dark Forest Capital Management LP 0.05% Reduce -83.3% 3,054 $280K
First Financial Bank - Trust Division 0.03% Add +23.1% 3,052 $280K
Xcel Wealth Management, LLC 0.09% Add +1.1% 3,052 $280K
Johnson Financial Group, Inc. 0.01% Add +72.6% 3,007 $278K
Dakota Community Bank & Trust NA 1.50% Reduce -0.3% 3,033 $278K
Chaney Capital Management, Inc. 0.22% No change 3,028 $277K
Opes Wealth Management LLC 0.06% Reduce -3.4% 3,028 $277K
James J. Burns & Company, LLC 0.10% Reduce -16.9% 3,020 $277K
FSM Wealth Advisors, LLC 0.10% Reduce -3.0% 3,007 $275K
Meeder Asset Management Inc. 0.02% Add +15.4% 3,006 $275K
Pinnacle West Asset Management, Inc. 0.22% No change 3,000 $275K
MKT Advisors LLC 0.15% Add +2.4% 3,063 $275K
Basepoint Wealth LLC 0.21% Reduce -9.9% 2,994 $274K
Townsend Asset Management Corp. /NC/ 0.11% No change 2,993 $274K
Southland Equity Partners LLC 0.08% New 2,971 $272K
BKM Wealth Management, LLC 0.12% Add +69.6% 2,970 $272K
Creative Financial Designs Inc. 0.03% Add +7.7% 2,953 $271K
Gryphon Financial Partners LLC 0.05% New 2,952 $270K
McLean Asset Management Corp 0.09% Reduce -0.5% 2,967 $270K
Schmidt P J Investment Management Inc. 0.05% Reduce -40.1% 2,935 $269K
Cohen & Steers, Inc. 0.00% No change 2,924 $268K
Laraway Financial Advisors Inc 0.24% Reduce -3.3% 2,925 $268K
Mill Creek Capital Advisors, LLC 0.01% Add +6.2% 2,915 $267K
Sage Rhino Capital LLC 0.06% Reduce -0.2% 2,910 $267K
Relyea Zuckerberg Hanson LLC 0.05% Add +7.6% 2,895 $265K
Thrive Capital Management, LLC 0.14% Reduce -47.9% 2,882 $264K
Advus Financial Partners, LLC 0.08% Reduce -32.6% 2,880 $264K
Lockerman Financial Group, Inc. 0.50% Add +0.8% 2,876 $264K
Dividend Assets Capital, LLC 0.06% No change 2,866 $263K
West Family Investments, Inc. 0.08% Reduce -5.4% 2,868 $263K
Alpha Cubed Investments, LLC 0.01% Reduce -25.5% 2,866 $263K
Focused Wealth Management, Inc 0.04% Add +0.9% 2,863 $262K
Aprio Wealth Management, LLC 0.05% Add +15.2% 2,858 $262K
Bragg Financial Advisors, Inc 0.01% Reduce -14.9% 2,858 $262K
Angeles Investment Advisors, LLC 0.01% Reduce -7.1% 2,856 $262K
Northstar Group, Inc. 0.05% No change 2,849 $261K
Cape Investment Advisory, Inc. 0.12% Reduce -21.6% 2,846 $261K
PFG Advisors 0.02% Add +1.8% 2,840 $260K
Lakeridge Wealth Management LLC 0.17% Reduce -5.6% 2,839 $260K
Castle Rock Wealth Management, LLC 0.07% Add +0.4% 2,705 $260K
Kwmg, LLC 0.03% Reduce -4.5% 2,824 $259K
Burney Co./ 0.01% Reduce -18.0% 2,824 $259K
First National Bank of Omaha 0.02% New 1,630 $259K
Peoples Bank 0.20% Add +3.1% 2,818 $258K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -63.2% 2,813 $258K
Capital Advisors Wealth Management, LLC 0.05% New 2,790 $256K
Wells Trecaso Financial Group, LLC 0.09% No change 2,786 $255K
Householder Group Estate & Retirement Specialist, LLC 0.08% Add +42.8% 2,784 $255K
TFG Advisers LLC 0.10% Reduce -12.6% 2,783 $255K
Algert Global LLC 0.01% Add +3.6% 2,781 $255K
Dearborn Partners LLC 0.01% Reduce -12.2% 2,778 $255K
Steele Capital Management, Inc. 0.01% Reduce -12.2% 2,734 $254K
TFB Advisors LLC 0.09% New 2,644 $254K
Blue Edge Capital, LLC 0.04% No change 2,766 $253K
Certified Advisory Corp 0.04% Add +2.8% 2,766 $253K
Hurlow Wealth Management Group, Inc. 0.09% Add +0.5% 2,765 $253K
Tranquility Partners, LLC 0.10% Reduce -0.4% 2,755 $252K
Portland Global Advisors LLC 0.03% No change 2,755 $252K
Klingman & Associates, LLC 0.02% Reduce -0.4% 2,750 $252K
Legacy Financial Group, Inc. 0.10% Reduce -1.0% 2,748 $252K
Institute for Wealth Management, LLC. 0.03% Add +6.3% 2,747 $252K
Jackson, Grant Investment Advisers, Inc. 0.10% Add +0.3% 2,746 $252K
Hudock, Inc. 0.06% Reduce -0.1% 2,745 $252K
1ST Source Bank 0.01% Add +4.1% 2,742 $251K
Asahi Life Asset Management Co., LTD. 0.15% Reduce -21.6% 2,730 $250K
Becker Capital Management Inc. 0.01% Reduce -37.2% 2,688 $250K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -11.1% 2,720 $249K
Beacon Capital Management, LLC 0.05% Add +62.5% 2,719 $249K
Bienville Capital Management, LLC 0.08% No change 2,680 $249K
Cornell Pochily Investment Advisors, Inc. 0.10% New 2,717 $249K
Select Asset Management & Trust 0.10% No change 2,709 $248K
Tsfg, LLC 0.06% Add +0.2% 2,702 $248K
Moody Aldrich Partners LLC 0.04% New 2,701 $247K
Pacific Sun Financial Corp 0.14% Reduce -6.2% 2,700 $247K
Vest Financial, LLC 0.01% New 2,697 $247K
Edge Capital Group, LLC 0.01% Reduce -7.7% 2,694 $247K
Opal Wealth Advisors, LLC 0.08% Reduce -24.3% 2,690 $246K
Benchmark Financial Wealth Advisors, LLC 0.09% Add +17.2% 2,680 $246K
Fort, L.P. 0.61% Reduce -7.1% 2,674 $245K
RiverGlades Family Offices LLC 0.19% No change 2,460 $245K
M. Kraus & Co 0.07% No change 2,670 $245K
Sanctuary Wealth Management, L.L.C. 0.20% No change 2,666 $244K
Laurel Wealth Advisors LLC 0.04% Add +58.0% 2,651 $243K
RS Crum Inc. 0.07% No change 2,650 $243K
Lee Johnson Capital Management, LLC 0.13% No change 2,648 $243K
Harbor Advisory Corp. 0.08% New 2,645 $242K
Full Sail Capital, LLC 0.02% Reduce -20.0% 2,645 $242K
Laidlaw Wealth Management LLC 0.14% Reduce -64.8% 2,644 $242K
Baron Silver Stevens Financial Advisors, LLC 0.05% Add +5.8% 2,643 $242K
Eubel Brady & Suttman Asset Management Inc. 0.03% Add +0.3% 2,638 $242K
Montz Harcus Wealth Management LLC 0.16% New 2,641 $242K
WESPAC Advisors, LLC 0.14% New 2,640 $242K
Buck Wealth Strategies, LLC 0.08% New 2,636 $242K
NWF Advisory Services Inc. 0.04% Add +4.0% 2,629 $241K
Peoples Bank 0.13% Add +1.9% 2,628 $241K
Trueblood Wealth Management, LLC 0.14% Add +7.0% 2,625 $241K
Invenio Wealth Partners LLC 0.13% Reduce -40.4% 2,625 $241K
Clayton Financial Group LLC 0.11% New 2,620 $240K
NORTHSTAR ASSET MANAGEMENT Co 0.06% No change 2,619 $240K
Goldstein Advisors, LLC 0.04% No change 2,617 $240K
J. L. Bainbridge & Co., Inc. 0.03% No change 2,613 $239K
Adell Harriman & Carpenter Inc. 0.02% No change 2,611 $239K
Campbell Wealth Management 0.02% Add +0.4% 2,608 $239K
Highlander Partners, L.P. 0.17% New 2,500 $238K
Geller Advisors LLC 0.02% Add +3.8% 2,558 $238K
West Oak Capital, LLC 0.10% Reduce -6.2% 2,585 $237K
Liberty Wealth Management LLC 0.05% Reduce -6.4% 2,586 $237K
Strategy Asset Managers LLC 0.05% Add +0.8% 2,582 $237K
First Bancorp, Inc 0.18% Reduce -0.1% 2,575 $236K
Missouri Trust & Investment Co 0.09% No change 2,575 $236K
Stonebrook Private Inc. 0.07% Reduce -0.3% 2,561 $235K
Atalanta Sosnoff Capital, LLC 0.01% No change 2,548 $233K
RMR Wealth Builders 0.03% Reduce -7.2% 2,542 $233K
SignalPoint Asset Management, LLC 0.06% Add +0.1% 2,541 $233K
Latitude Advisors, LLC 0.15% Add +14.2% 2,539 $233K
LCM Capital Management Inc 0.15% Add +0.4% 2,538 $233K
Cantor Fitzgerald, L. P. 0.06% New 2,528 $232K
Addison Advisors LLC 0.08% Add +3.3% 2,523 $231K
Savvy Advisors, Inc. 0.13% New 2,522 $231K
Bluespring Wealth Management, LLC 0.03% Add +0.8% 2,485 $231K
Park Edge Advisors, LLC 0.06% Add +0.4% 2,516 $231K
Partners in Financial Planning 0.05% No change 2,515 $230K
Wealthspire Retirement, LLC 0.02% Reduce -2.9% 2,510 $230K
Richardson Financial Services Inc. 0.16% Add +8.6% 2,504 $230K
Birinyi Associates Inc. 0.07% No change 2,500 $229K
Cohen Capital Management, Inc. 0.04% No change 2,500 $229K
Grey Ledge Advisors, LLC 0.06% Add +0.1% 2,489 $228K
Founders Financial Securities LLC 0.02% Reduce -9.8% 2,482 $227K
Concorde Asset Management, LLC 0.16% Reduce -7.3% 2,482 $227K
Apexium Financial, LP 0.02% Reduce -9.2% 2,467 $227K
Ballast, Inc. 0.07% Reduce -8.0% 2,475 $227K
American Trust Investment Advisors, LLC 0.11% New 2,469 $226K
McKinley Carter Wealth Services, Inc. 0.02% Add +4.7% 2,460 $225K
Aerodigm Wealth, LLC 0.09% Reduce -56.1% 2,459 $225K
N.E.W. Advisory Services LLC 0.03% Add +0.0% 2,458 $225K
Florida Financial Advisors, LLC 0.17% Reduce -11.6% 2,454 $225K
Baldwin Investment Management, LLC 0.03% Reduce -3.9% 2,450 $224K
Councilor Wealth, LLC 0.11% Add +1.4% 2,447 $224K
TruWealth Advisors, LLC 0.02% No change 2,444 $224K
Power Wealth Management LLC 0.14% New 2,443 $224K
Marathon Capital Management 0.05% No change 2,437 $223K
Capital Planning LLC 0.07% New 2,400 $223K
Lester Murray Antman dba SimplyRich 0.07% Reduce -0.2% 2,427 $223K
First Heartland Consultants, Inc. 0.02% New 2,434 $223K
Crewe Advisors LLC 0.03% New 2,424 $222K
Capital Investment Counsel, Inc 0.04% No change 2,417 $221K
Heritage Investment Group, Inc. 0.03% Add +12.6% 2,412 $221K
Roundview Capital LLC 0.02% New 2,412 $221K
Accel Wealth Management 0.09% Add +11.5% 2,411 $221K
MTM Financial Group, LLC 0.15% Add +0.3% 2,410 $221K
Brooklyn Investment Group 0.09% Reduce -59.8% 2,413 $221K
First Interstate Bank 0.02% No change 2,400 $220K
Ironwood Investment Counsel, LLC 0.04% Reduce -1.9% 2,397 $220K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.09% Reduce -37.5% 2,500 $220K
ShoreHaven Wealth Partners, LLC 0.12% No change 2,396 $220K
Spreng Capital Management, Inc. 0.12% Reduce -26.3% 2,394 $219K
Lodestar Private Asset Management LLC 0.03% Reduce -25.4% 2,393 $219K
NBW Capital LLC 0.04% Add +3.0% 2,391 $219K
Sunflower Bank, N.A. 0.05% Add +2.3% 2,390 $219K
Trust Co. of Oklahoma 0.08% Reduce -48.8% 2,387 $219K
Fort Pitt Capital Group, LLC 0.01% Reduce -2.7% 2,379 $218K
Centurion Wealth Management LLC 0.09% Add +4.7% 2,378 $218K
Priebe Wealth Holdings LLC 0.17% Reduce -2.7% 2,376 $218K
Byrne Asset Management LLC 0.18% Add +0.2% 2,375 $218K
Bremer Bank National Association 0.04% Add +9.8% 2,366 $217K
Investment Advisory Services Inc. /TX 0.08% Add +10.3% 2,365 $217K
First Citizens Financial Corp 0.13% Add +0.7% 2,365 $217K
Boston Financial Mangement LLC 0.01% Reduce -50.4% 2,364 $217K
Aull & Monroe Investment Management Corp 0.10% No change 2,363 $216K
Graham Capital Wealth Management, LLC 0.39% New 2,361 $216K
Richwood Investment Advisors, LLC 0.19% Reduce -1.9% 2,360 $216K
Wealthstream Advisors, Inc. 0.08% New 2,356 $216K
Clarity Financial LLC 0.03% Add +7.4% 2,354 $216K
Balboa Wealth Partners 0.07% Reduce -2.5% 2,349 $215K
E Fund Management Co., Ltd. 0.01% Reduce -4.0% 2,348 $215K
Wheelhouse Advisory Group LLC 0.17% Reduce -9.0% 2,346 $215K
McAlister, Sweet & Associates, Inc. 0.17% No change 2,339 $214K
First United Bank & Trust 0.08% Reduce -12.9% 2,337 $214K
City State Bank 0.09% Reduce -0.7% 2,333 $214K
Van Hulzen Asset Management, LLC 0.01% New 2,340 $214K
M&R Capital Management Inc. 0.05% Reduce -18.4% 2,335 $214K
Occidental Asset Management, LLC 0.04% Reduce -5.2% 2,333 $214K
Summit X, LLC 0.05% Reduce -6.7% 2,330 $214K
Keel Point, LLC 0.02% Reduce -12.8% 2,321 $213K
Steel Grove Capital Advisors, LLC 0.03% Add +0.1% 2,321 $213K
AXS Investments LLC 0.05% Add +6.5% 2,320 $213K
Tandem Investment Advisors, Inc. 0.01% Add +5.1% 2,318 $212K
BIP Wealth, LLC 0.02% Reduce -4.0% 2,305 $211K
Central Valley Advisors, LLC 0.11% Reduce -0.7% 2,301 $211K
One Plus One Wealth Management, LLC 0.12% No change 2,292 $210K
WFA Asset Management Corp 0.11% Add +1.2% 2,286 $209K
Insight Advisors, LLC/ PA 0.04% Reduce -9.4% 2,285 $209K
Successful Portfolios LLC 0.14% Reduce -33.0% 2,278 $209K
Granite FO LLC 0.12% No change 1,700 $208K
Bellevue Asset Management, LLC 0.12% Add +0.1% 2,273 $208K
Midland Wealth Advisors, LLC 0.01% Reduce -4.4% 2,272 $208K
Eudaimonia Partners, LLC 0.05% Reduce -8.6% 2,269 $208K
Concentrum Wealth Management 0.10% Add +3.6% 2,267 $208K
Key Financial Inc 0.05% No change 2,258 $207K
Shepherd Financial Partners LLC 0.03% Add +1.5% 2,257 $207K
Brandywine Oak Private Wealth LLC 0.02% New 2,256 $207K
Resurgent Financial Advisors LLC 0.11% Reduce -0.2% 2,248 $206K
Finer Wealth Management, Inc. 0.14% No change 2,243 $206K
Quent Capital, LLC 0.02% Reduce -16.9% 2,238 $205K
Commerzbank Aktiengesellschaft 0.01% No change 2,234 $205K
Legacy Capital Wealth Partners, LLC 0.15% Reduce -74.3% 2,092 $205K
Barr E S & Co. 0.01% Reduce -58.0% 2,230 $204K
True North Advisors, LLC 0.06% Reduce -2.8% 2,226 $204K
Moss Adams Wealth Advisors LLC 0.03% New 2,197 $204K
Sugarloaf Wealth Management, LLC 0.04% Reduce -6.6% 2,224 $204K
Adalta Capital Management LLC 0.11% Add +10.1% 2,190 $203K
Foresight Capital Management Advisors, Inc. 0.16% No change 2,211 $203K
Mason & Associates, LLC 0.16% — 2,211 $203K
Cladis Investment Advisory, LLC 0.15% Reduce -0.9% 2,209 $202K
AllSquare Wealth Management LLC 0.12% Reduce -2.4% 2,202 $202K
DT Investment Partners, LLC 0.02% No change 2,195 $201K
Cahill Financial Advisors Inc. 0.03% New 2,195 $201K
VestGen Investment Management 0.06% New 2,190 $201K
Composition Wealth, LLC 0.01% New 2,189 $201K
Corrado Advisors, LLC 0.13% New 2,186 $200K
Costello Asset Management, INC 0.14% Reduce -9.5% 2,154 $197K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +14.1% 2,110 $196K
Adirondack Trust Co. 0.08% No change 2,134 $196K
American National Bank & Trust 0.02% Add +18.3% 2,053 $188K
V-Square Quantitative Management LLC 0.03% No change 2,048 $188K
nVerses Capital, LLC 0.44% New 2,000 $183K
Private Portfolio Partners LLC 0.04% New 1,967 $180K
First Command Advisory Services, Inc. 0.00% Reduce -8.6% 1,968 $179K
Planning Capital Management Corp 0.13% Reduce -9.0% 1,921 $176K
Accordant Advisory Group Inc 0.13% — 1,903 $174K
Roble, Belko & Company, Inc 0.03% Reduce -20.8% 1,900 $174K
Perkins Coie Trust Co 0.04% No change 1,875 $172K
Community Bank, N.A. 0.02% No change 1,789 $164K
Thompson Investment Management, Inc. 0.02% No change 1,782 $163K
Loomis Sayles & Co. L P 0.00% Reduce -35.5% 1,775 $163K
Arax Advisory Partners 0.02% Reduce -3.9% 1,766 $162K
GHP Investment Advisors, Inc. 0.01% Reduce -16.6% 1,747 $160K
Rosenberg Matthew Hamilton 0.05% Reduce -14.8% 1,732 $158K
Colonial Trust Advisors 0.02% Reduce -1.3% 1,717 $157K
Hillsdale Investment Management Inc. 0.01% Add +21.4% 1,700 $156K
Pin Oak Investment Advisors Inc. 0.15% No change 1,675 $153K
City Holding Co. 0.02% Reduce -11.9% 1,660 $152K
CarsonAllaria Wealth Management, Ltd. 0.10% Reduce -14.8% 1,659 $152K
Navera Investment Management Ltd. 0.00% No change 1,600 $147K
Slocum, Gordon & Co LLP 0.11% No change 1,575 $144K
Bruce G. Allen Investments, LLC 0.12% Reduce -15.6% 1,531 $140K
Sound Income Strategies, LLC 0.01% Reduce -50.0% 1,526 $140K
Global Assets Advisory, LLC 0.08% New 1,498 $137K
Bfsg, LLC 0.02% Reduce -3.7% 1,492 $137K
Hazlett, Burt & Watson, Inc. 0.08% Add +0.1% 1,481 $136K
CGC Financial Services, LLC 0.07% No change 1,453 $133K
Gen-Wealth Partners Inc 0.07% — 1,435 $131K
Ulland Investment Advisors, LLC 0.10% Reduce -6.9% 1,417 $130K
Sittner & Nelson, LLC 0.07% Add +0.3% 1,415 $130K
Partnership Wealth Management, LLC 0.09% No change 1,397 $128K
West Paces Advisors Inc. 0.03% Add +2.0% 1,397 $128K
Acropolis Investment Management, LLC 0.01% No change 1,370 $126K
Future Financial Wealth Managment LLC 0.10% New 1,362 $125K
Kelly Lawrence W & Associates Inc. 0.03% No change 1,362 $125K
St Germain D J Co. Inc. 0.01% Reduce -19.0% 1,312 $120K
First Financial Corp. 0.06% Reduce -17.1% 1,274 $117K
First Community Trust NA 0.11% No change 1,250 $115K
Archer Investment Corp 0.03% Add +1.3% 1,225 $112K
Capula Management Ltd 0.00% New 1,223 $112K
PrairieView Partners, LLC 0.01% No change 1,200 $110K
Westend Capital Management, LLC 0.04% — 1,200 $110K
Stephens Consulting, LLC 0.03% Reduce -20.4% 1,166 $107K
Proffitt & Goodson Inc. 0.02% No change 1,161 $106K
Union Savings Bank 0.05% Reduce -2.3% 1,140 $104K
Oliver Lagore Vanvalin Investment Group 0.03% No change 1,125 $103K
Acima Private Wealth, LLC 0.04% No change 1,123 $103K
Birchbrook, Inc. 0.06% No change 1,100 $101K
Cove Street Capital, LLC 0.03% No change 1,100 $101K
Investors Research Corp 0.02% No change 1,098 $101K
Highlander Capital Management, LLC 0.04% Reduce -12.1% 1,088 $100K
Retirement Group, LLC 0.04% Reduce -12.1% 1,086 $99K
Cambridge Trust Co. 0.00% Reduce -59.4% 1,078 $99K
Piscataqua Savings Bank 0.09% No change 1,060 $97K
Covestor Ltd 0.06% Add +119.4% 1,051 $96K
Evermay Wealth Management LLC 0.01% Reduce -1.4% 1,003 $93K
Kelly Financial Services LLC 0.03% Add +0.4% 988 $91K
Perritt Capital Management Inc 0.05% Add +7.2% 986 $90K
S.A. Mason LLC 0.05% Add +0.8% 974 $89K
Tortoise Investment Management, LLC 0.01% Add +0.3% 968 $89K
Horizon Bancorp Inc. 0.04% Reduce -2.1% 957 $88K
JTC Employer Solutions Trustee Ltd 0.01% No change 944 $87K
Norwood Financial Corp 0.12% No change 943 $86K
Global Financial Private Client, LLC 0.04% No change 929 $85K
Carolinas Wealth Consulting LLC 0.02% Reduce -97.4% 905 $84K
Davis Capital Management 0.07% No change 903 $83K
Albion Financial Group 0.01% New 900 $82K
Cranbrook Wealth Management, LLC 0.02% Reduce -12.3% 889 $81K
Quarry LP 0.03% Add +103.2% 886 $81K
HHM Wealth Advisors, LLC 0.01% Reduce -24.3% 859 $79K
Laffer Tengler Investments, Inc. 0.03% Add +18.1% 854 $78K
Atticus Wealth Management, LLC 0.03% Reduce -9.5% 853 $78K
Basso Capital Management, L.P. 0.07% No change 849 $78K
Pacific Center for Financial Services 0.02% No change 845 $77K
Glen Eagle Advisors, LLC 0.01% Add +6.3% 840 $77K
Newton One Investments LLC 0.03% Add +1.3% 836 $77K
Northwest Capital Management Inc 0.02% Reduce -35.1% 814 $75K
MV Capital Management, Inc. 0.01% Reduce -6.0% 804 $74K
Riverview Trust Co 0.06% New 801 $73K
Indiana Trust & Investment Management Co 0.03% No change 801 $73K
Financial Synergies Wealth Advisors, Inc. 0.01% Add +275.1% 799 $73K
Clearstead Trust, LLC 0.02% Add +14.5% 790 $72K
Creekmur Asset Management LLC 0.02% Reduce -0.1% 786 $72K
Gradient Investments LLC 0.00% Reduce -81.3% 772 $71K
New England Capital Financial Advisors LLC 0.04% Add +1.2% 757 $69K
Gold Investment Management Ltd. 0.03% No change 750 $69K
Pflug Koory, LLC 0.00% Add +2.8% 745 $68K
SOA Wealth Advisors, LLC. 0.01% Add +0.7% 724 $66K
AlphaMark Advisors, LLC 0.02% No change 725 $66K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 720 $66K
Ruedi Wealth Management, Inc. 0.03% Add +10.5% 718 $66K
FSC Wealth Advisors, LLC 0.05% Reduce -0.1% 715 $66K
TD Capital Management LLC 0.01% Add +1.0% 707 $65K
Private Wealth Management Group, LLC 0.03% No change 700 $64K
Chesapeake Asset Management LLC 0.06% Reduce -18.0% 683 $63K
Tacita Capital Inc 0.04% Add +6.5% 671 $61K
Timber Creek Capital Management LLC 0.02% No change 651 $60K
Brown, Lisle/Cummings, Inc. 0.02% No change 635 $58K
Cornerstone Planning Group LLC 0.02% Reduce -19.7% 580 $56K
Criterion Capital Advisors, LLC 0.04% Reduce -4.2% 600 $55K
West Branch Capital LLC 0.02% No change 600 $55K
BNP Paribas 0.00% — 600 $55K
Kiely Wealth Advisory Group, Inc. 0.03% No change 577 $55K
Global Wealth Strategies & Associates 0.02% Add +12.8% 598 $55K
Beaird Harris Wealth Management, LLC 0.01% Add +322.7% 596 $55K
Pineridge Advisors LLC 0.02% Reduce -31.4% 583 $53K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 1.90% Reduce -87.5% 580 $53K
Ransom Advisory, Ltd 0.03% — 575 $53K
Cassady Schiller Wealth Management, LLC 0.02% Add +285.9% 575 $53K
ESL Trust Services, LLC 0.01% New 575 $53K
Larson Financial Group LLC 0.00% Add +20.3% 557 $51K
Motco 0.00% Reduce -0.5% 550 $50K
Mowery & Schoenfeld Wealth Management, LLC 0.10% New 549 $50K
Nordwand Advisors, LLC 0.02% No change 541 $50K
Operose Advisors LLC 0.02% No change 540 $49K
Canton Hathaway, LLC 0.01% No change 526 $48K
Blue Bell Private Wealth Management, LLC 0.01% No change 522 $48K
Brown Shipley& Co Ltd 0.01% Reduce -0.4% 518 $47K
Robinswood Financial LLC 0.02% Add +1.4% 515 $47K
Tower View Wealth Management LLC 0.03% Reduce -18.0% 500 $46K
Cyrus J. Lawrence, LLC 0.01% — 500 $45K
Hoese & Co LLP 0.04% No change 500 $45K
Tanglewood Legacy Advisors, LLC 0.02% No change 487 $45K
PSI Advisors, LLC 0.02% No change 479 $44K
Intelligent Financial Strategies 0.03% No change 470 $44K
Wolff Wiese Magana LLC 0.04% No change 473 $43K
Concord Wealth Partners 0.01% Add +18.5% 468 $43K
Frazier Financial Advisors, LLC 0.03% Add +89.7% 461 $42K
McClarren Financial Advisors, Inc. 0.03% Add +0.7% 457 $42K
Annapolis Financial Services, LLC 0.01% No change 440 $40K
Mb, Levis & Associates, LLC 0.02% No change 437 $40K
Studio Investment Management LLC 0.01% No change 420 $39K
Providence Capital Advisors, LLC 0.01% Add +6.0% 424 $39K
VitalStone Financial, LLC 0.03% No change 420 $38K
POM Investment Strategies, LLC 0.03% Add +1.5% 411 $38K
McIlrath & Eck, LLC 0.01% Add +97.6% 405 $37K
Summit Securities Group LLC 0.02% New 400 $37K
Essex Investment Management Co. LLC 0.01% No change 402 $37K
Spectrum Wealth Counsel, LLC 0.00% No change 400 $37K
Bromfield Sneider Wealth Advisors 0.02% No change 394 $36K
DHJJ Financial Advisors, Ltd. 0.02% No change 389 $36K
Founders Capital Management 0.02% Reduce -25.5% 379 $35K
Prestige Wealth Management Group LLC 0.01% Reduce -13.5% 373 $35K
Tidemark, LLC 0.02% Reduce -43.3% 370 $34K
Western Pacific Wealth Management, LP 0.02% Reduce -12.0% 368 $34K
FRG Family Wealth Advisors LLC 0.01% New 351 $33K
Blume Capital Management, Inc. 0.01% No change 350 $32K
Front Row Advisors LLC 0.01% New 344 $32K
Halpern Financial, Inc. 0.01% No change 350 $32K
Wetzel Investment Advisors, Inc. 0.02% Reduce -18.0% 342 $31K
Provenance Wealth Advisors, LLC 0.00% No change 337 $31K
Barrett & Company, Inc. 0.01% No change 330 $30K
Private Ocean, LLC 0.00% No change 329 $30K
Nvwm, LLC 0.01% Add +7.7% 323 $30K
Asset Dedication, LLC 0.00% Add +18.9% 315 $30K
Bell Investment Advisors, Inc 0.01% Reduce -13.3% 327 $30K
Boyd Watterson Asset Management LLC 0.01% Add +250.0% 322 $30K
Stone House Investment Management, LLC 0.01% Add +1.6% 320 $29K
Winch Advisory Services, LLC 0.01% Add +1.6% 309 $28K
Chelsea Counsel Co. 0.02% No change 300 $28K
BOK Financial Private Wealth, Inc. 0.00% No change 300 $28K
Sawyer & Company, Inc 0.01% No change 300 $27K
First Personal Financial Services 0.01% Reduce -9.1% 300 $27K
Spotlight Asset Group, Inc. 0.02% No change 286 $26K
WR Wealth Planners, LLC 0.01% New 283 $26K
REAP Financial Group, LLC 0.01% Reduce -83.1% 270 $25K
Cherry Tree Wealth Management, LLC 0.01% No change 269 $25K
Kessler Investment Group, LLC 0.02% New 268 $25K
Altshuler Shaham Ltd 0.00% Reduce -5.4% 265 $24K
Trust Co 0.00% No change 264 $24K
Financial Perspectives, Inc 0.01% Reduce -29.5% 261 $24K
University of Texas/Texas Am Investment Management Co. 0.01% No change 235 $22K
Maryland Capital Advisors Inc. 0.01% No change 239 $22K
Aspect Partners, LLC 0.02% No change 235 $22K
PFS Partners, LLC 0.01% No change 234 $21K
EnRich Financial Partners LLC 0.01% New 233 $21K
JNBA Financial Advisors 0.00% Reduce -7.2% 232 $21K
Ogorek Anthony Joseph /NY/ 0.01% No change 235 $21K
Nemes Rush Group LLC 0.00% Reduce -18.4% 217 $20K
C M Bidwell & Associates Ltd. 0.01% No change 214 $20K
Caitlin John, LLC 0.01% Add +0.9% 213 $19K
RE Dickinson Investment Advisors, LLC 0.01% No change 200 $19K
Fortitude Family Office, LLC 0.01% Add +45.3% 202 $19K
Impact Partnership Wealth, LLC 0.01% No change 200 $18K
St. Johns Investment Management Company, LLC 0.01% No change 200 $18K
Bray Capital Advisors 0.00% No change 200 $18K
Cetera Trust Company, N.A 0.01% No change 197 $18K
True Wealth Design, LLC 0.00% Reduce -26.3% 179 $16K
Redmont Wealth Advisors LLC 0.02% New 175 $16K
Sachetta, LLC 0.01% No change 162 $15K
NewSquare Capital LLC 0.00% No change 163 $15K
DiNuzzo Private Wealth, Inc. 0.00% Add +1.9% 159 $15K
Gleason Group, Inc. 0.00% Add +1.3% 158 $14K
Burkett Financial Services, LLC 0.01% Add +1.3% 155 $14K
Hanson & Doremus Investment Management 0.00% No change 150 $14K
Financial Freedom, LLC 0.01% Add +1.4% 148 $14K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -11.9% 148 $14K
Versant Capital Management, Inc 0.00% Reduce -28.0% 144 $13K
HighMark Wealth Management LLC 0.01% No change 142 $13K
Rakuten Securities, Inc. 0.01% Reduce -81.4% 142 $13K
Cutler Group LLC / CA 0.01% New 142 $13K
Country Trust Bank 0.00% No change 140 $13K
FSA Wealth Management LLC 0.01% No change 136 $12K
Distillate Capital Partners LLC 2.08% New 135 $12K
Dunhill Financial, LLC 0.01% Add +20.6% 123 $11K
Penserra Capital Management LLC 0.00% Reduce -98.3% 126 $11K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 118 $11K
Mine & Arao Wealth Creation & Management, LLC. 0.01% No change 118 $11K
WealthCollab, LLC 0.01% Reduce -50.0% 115 $11K
LifeSteps Financial, Inc. 0.01% New 114 $10K
1832 Asset Management L.P. 0.00% Reduce -22.3% 108 $10K
MidAtlantic Capital Management, Inc. 0.01% No change 106 $10K
Elequin Capital, LP 0.01% Reduce -49.5% 101 $9K
A.P. Gilfoyle & Co., L.P. 0.48% Reduce -33.3% 100 $9K
Northwest Investment Counselors, LLC 0.00% New 100 $9K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 100 $9K
Pacifica Partners Inc. 0.00% No change 100 $9K
First PREMIER Bank 0.00% No change 100 $9K
CBIZ Investment Advisory Services, LLC 0.00% New 95 $9K
Pingora Partners LLC 0.01% New 95 $9K
Core Alternative Capital 0.00% Reduce -86.6% 88 $8K
Evolution Advisers, Inc. 0.00% No change 78 $8K
Truvestments Capital LLC 0.00% No change 83 $8K
Highline Wealth Partners LLC 0.00% No change 82 $8K
Avion Wealth 0.00% Reduce -24.2% 72 $7K
JDM Financial Group LLC 0.01% No change 75 $7K
Red Tortoise LLC 0.00% Reduce -16.9% 74 $7K
Atlas Capital Advisors Inc. 0.00% No change 62 $6K
Trifecta Capital Advisors, LLC 0.00% No change 55 $5K
Global Trust Asset Management, LLC 0.00% No change 52 $5K
First Pacific Financial 0.00% New 44 $4K
Wiser Advisor Group LLC 0.01% No change 42 $4K
PayPay Securities Corp 0.19% Add +2.4% 42 $4K
Pacific Capital Wealth Advisors, Inc. 0.00% New 34 $3K
Iron Horse Wealth Management, LLC 0.00% No change 32 $3K
PFG Private Wealth Management, LLC 0.00% No change 30 $3K
Clear Point Advisors Inc. 0.00% No change 28 $3K
Transcendent Capital Group LLC 0.00% No change 28 $3K
SJS Investment Consulting Inc. 0.00% Reduce -7.1% 26 $2K
Hoey Investments, Inc. 0.00% No change 25 $2K
Frank, Rimerman Advisors LLC 0.00% No change 24 $2K
Lummis Asset Management, LP 0.00% No change 23 $2K
ClariVest Asset Management LLC 0.00% No change 14 $1K
Broadwater Capital Management LLC 0.00% No change 14 $1K
Horizon Financial Services, LLC 0.00% New 14 $1K
Elevation Wealth Partners, LLC 0.00% New 13 $1K
WestEnd Advisors, LLC 0.00% Reduce -48.0% 13 $1K
Abound Wealth Management 0.00% Add +140.0% 12 $1K
Tucker Asset Management LLC 0.00% No change 12 $1K
MeadowBrook Investment Advisors LLC 0.00% No change 11 $1K
Tradewinds Capital Management, LLC 0.00% No change 10 $917
Financial Gravity Asset Management, Inc. 0.00% No change 9 $847
Marquette Asset Management, LLC 0.00% No change 9 $825
Riggs Asset Managment Co. Inc. 0.00% Reduce -89.8% 5 $459
Morton Brown Family Wealth, LLC 0.00% Reduce -93.0% 5 $458
TFO Wealth Partners, LLC 0.00% No change 1 $92

"% of holder's portfolio" is PM's weight in each manager's 13F, not the share of Philip Morris International the manager owns.