Philip Morris InternationalPM

13F holders, Q4 2024 (December 31)
2,519holders +170
123new positions
105sold out
23famous investors
$120.42avg. 13F price*

At the end of Q4 2024, 2,519 institutions reported holding Philip Morris International (PM) in their 13F filings, up 170 from Q3 2024. 123 opened new positions and 105 sold out. The largest holders were Vanguard Group Inc. ($16.8B), Capital World Investors ($14.8B) and BlackRock, Inc. ($12.6B). 23 famous investors held it, including Daniel Sundheim (7.3% of D1 Capital Partners's portfolio), Tom Russo (7.1% of Gardner Russo & Quinn's portfolio) and Stephen Mandel (5.8% of Lone Pine Capital'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions123$202.7M
Exits105$140.2M

All 13F filers, Q3 2024 → Q4 2024: 49,450,663 shares bought and 46,021,478 shares sold, net +3,429,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,519 holders

Vanguard Group Inc. 0.29% Add +0.8% 139,432,392 $16.8B
Capital World Investors 2.24% Add +3.6% 122,584,210 $14.8B
BlackRock, Inc. 0.26% Add +3.2% 104,913,087 $12.6B
Capital International Investors 2.10% Reduce -5.0% 92,667,279 $11.2B
State Street Corp. 0.26% Add +0.1% 54,759,334 $6.7B
Capital Research Global Investors 1.26% Reduce -9.8% 50,846,015 $6.1B
GQG Partners LLC 8.71% Add +14.3% 48,746,809 $5.9B
Geode Capital Management, LLC 0.33% Add +9.9% 35,286,582 $4.2B
JPMorgan Chase & Co. 0.24% Reduce -8.1% 24,724,508 $3.0B
FMR LLC 0.16% Reduce -4.8% 22,047,732 $2.7B
Morgan Stanley 0.18% Reduce -0.2% 21,360,017 $2.6B
Wellington Management Group LLP 0.38% Add +3.1% 17,276,790 $2.1B
Invesco Ltd. 0.38% Reduce -10.6% 17,215,615 $2.1B
Bank of New York Mellon Corp 0.36% Add +21.0% 16,070,482 $1.9B
T. Rowe Price Associates Inc. 0.21% Reduce -4.1% 15,346,858 $1.8B
Bank of America Corp. 0.17% Reduce -1.9% 14,956,080 $1.8B
Franklin Resources Inc. 0.49% Add +9.6% 14,249,131 $1.7B
Northern Trust Corp. 0.23% Add +11.0% 13,630,177 $1.6B
Charles Schwab Investment Management Inc. 0.30% Add +1.4% 13,422,920 $1.6B
Fundsmith 5.77% Reduce -6.4% 11,245,175 $1.4B
Nuveen Asset Management, LLC 0.36% Reduce -4.2% 10,564,202 $1.3B
Fayez Sarofim & Co 3.02% Add +7.1% 10,313,383 $1.2B
First Eagle Investment Management, LLC 2.56% Reduce -11.0% 9,496,473 $1.1B
Ninety One UK Ltd 2.94% Reduce -2.5% 9,129,031 $1.1B
Massachusetts Financial Services Co. 0.28% Reduce -20.1% 7,382,992 $888.5M
Legal & General Group Plc 0.22% Reduce -2.9% 6,907,837 $831.4M
Independent Franchise Partners LLP 6.00% Add +8.8% 6,643,831 $799.6M
Lone Pine Capital 5.78% Add +44.4% 6,468,372 $778.5M
Boston Partners 0.91% Add +6.5% 6,206,501 $747.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Add +15.9% 6,209,376 $747.3M
Goldman Sachs Group Inc. 0.14% Reduce -1.6% 6,130,072 $737.8M
Royal Bank of Canada 0.15% Reduce -3.1% 5,734,105 $690.1M
Envestnet Asset Management Inc. 0.21% Reduce -1.1% 5,537,859 $666.5M
Gardner Russo & Quinn 7.06% Reduce -3.6% 5,190,200 $624.6M
Viking Global Investors 1.98% Reduce -43.8% 5,087,950 $612.3M
Arrowstreet Capital, Limited Partnership 0.49% Add +1.6% 5,085,479 $612.0M
Ameriprise Financial Inc. 0.15% Add +0.4% 4,842,502 $577.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.55% Add +5.3% 4,695,142 $572.9M
Alliancebernstein L.P. 0.19% Add +7.0% 4,712,972 $567.2M
Federated Hermes, Inc. 1.17% Reduce -9.3% 4,434,371 $533.7M
Swiss National Bank 0.35% Reduce -4.8% 4,392,200 $528.6M
Raymond James Financial Inc. 0.19% — 4,339,131 $522.2M
UBS Group AG 0.11% Add +4.7% 4,124,784 $496.4M
HSBC Holdings PLC 0.30% Add +31.9% 4,071,689 $490.0M
Canada Pension Plan Investment Board 0.46% Reduce -11.1% 4,026,337 $484.6M
Barrow Hanley Mewhinney & Strauss LLC 1.52% Reduce -3.9% 3,712,295 $446.8M
D1 Capital Partners 7.26% Add +10.4% 3,630,033 $436.9M
Fundsmith Investment Services LTD. 5.65% Reduce -5.5% 3,608,876 $434.3M
National Pension Service 0.41% Add +17.5% 3,579,451 $430.8M
Qube Research & Technologies Ltd 0.69% Add +42.3% 3,515,731 $423.1M
Mackenzie Financial Corp. 0.55% Add +5.9% 3,341,104 $402.1M
Wells Fargo & Company 0.10% Reduce -7.6% 3,329,465 $400.7M
Dimensional Fund Advisors LP 0.09% Add +0.6% 3,139,375 $377.8M
Sumitomo Mitsui Trust Group, Inc. 0.25% Add +2.1% 3,113,991 $374.8M
First Trust Advisors LP 0.30% Add +2.4% 2,816,466 $339.0M
PNC Financial Services Group, Inc. 0.23% Add +2.8% 2,806,457 $337.8M
London Co. of Virginia 1.83% Reduce -5.5% 2,786,980 $335.4M
BNP Paribas Financial Markets 0.26% Add +19.9% 2,737,021 $329.4M
Barclays PLC 0.16% Reduce -33.4% 2,678,775 $322.4M
Deutsche Bank AG 0.13% Reduce -18.9% 2,672,609 $321.6M
Rhumbline Advisers 0.27% Reduce -0.6% 2,545,498 $306.4M
DekaBank Deutsche Girozentrale 0.56% No change 2,517,673 $305.6M
Neuberger Berman Group LLC 0.24% Add +12.4% 2,482,944 $298.8M
Lord, Abbett & Co. LLC 0.93% Reduce -1.8% 2,335,346 $281.1M
Truist Financial Corp. 0.44% Add +8.6% 2,310,264 $278.0M
LPL Financial LLC 0.11% Add +7.1% 2,213,298 $266.4M
Maverick Capital 4.60% Add +10.2% 2,119,221 $255.0M
Manufacturers Life Insurance Company, The 0.22% Reduce -3.4% 2,115,862 $254.6M
New York State Common Retirement Fund 0.33% Reduce -0.9% 2,050,200 $246.7M
Cullen Capital Management, LLC 2.84% Reduce -6.2% 2,023,928 $243.6M
Victory Capital Management Inc. 0.24% Reduce -1.3% 2,014,387 $242.4M
First Manhattan Co. Llc. 0.67% Add +2.0% 1,872,284 $228.7M
Bank of Montreal 0.11% Reduce -40.9% 1,875,413 $225.7M
Stifel Financial Corp. 0.23% Reduce -0.9% 1,844,814 $222.0M
Russell Investments Group, Ltd. 0.30% Add +44.7% 1,801,148 $216.8M
Principal Financial Group Inc. 0.12% Reduce -0.7% 1,762,518 $212.1M
D. E. Shaw & Co. 0.25% Add +22.2% 1,740,863 $209.5M
Fort Washington Investment Advisors Inc. 1.25% Reduce -3.6% 1,732,601 $208.5M
Thrivent Financial for Lutherans 0.37% Reduce -12.7% 1,559,328 $187.7M
Perpetual Ltd 2.14% Reduce -14.9% 1,516,409 $182.5M
National Bank of Canada 0.23% Reduce -22.4% 1,507,497 $181.4M
State Board of Administration of Florida Retirement System 0.34% Add +0.3% 1,473,267 $177.3M
Bank of Nova Scotia 0.31% Add +409.7% 1,469,536 $176.9M
Adage Capital Partners Gp, L.L.C. 0.31% Reduce -0.8% 1,453,754 $175.0M
Bessemer Group Inc. 0.28% Reduce -16.4% 1,444,147 $173.8M
AQR Capital Management 0.22% Add +170.7% 1,421,848 $171.1M
Los Angeles Capital Management LLC 0.69% Add +20.6% 1,415,881 $170.4M
Cooke & Bieler LP 1.60% Add +2.8% 1,377,121 $165.7M
New York State Teachers Retirement System 0.35% Reduce -3.7% 1,373,909 $165.3M
Two Sigma Advisers, LP 0.38% Reduce -10.3% 1,372,399 $165.2M
Duquesne Family Office 4.58% Add +19.2% 1,352,255 $162.7M
Janus Henderson Group PLC 0.08% Add +178.7% 1,297,023 $156.1M
NorthCoast Asset Management LLC 0.75% Add +9.6% 1,265,586 $152.3M
DAVENPORT & Co LLC 0.89% Reduce -0.4% 1,260,854 $151.7M
Artisan Partners Limited Partnership 0.23% Add +4.3% 1,252,159 $150.7M
Canoe Financial LP 2.44% Reduce -0.6% 1,245,674 $149.9M
Teacher Retirement System of Texas 0.51% Add +63.1% 1,168,553 $140.6M
Nomura Asset Management Co. Ltd. 0.42% Reduce -0.9% 1,145,720 $137.9M
Capital International, Inc. 1.62% Reduce -3.6% 1,139,182 $137.1M
Royal London Asset Management Ltd. 0.33% Reduce -2.2% 1,136,567 $136.8M
Voya Investment Management LLC 0.16% Reduce -14.3% 1,133,247 $136.4M
Korea Investment CORP 0.32% Reduce -4.8% 1,129,983 $136.0M
TOMS Capital Investment Management LP 15.81% Reduce -28.4% 1,127,000 $135.6M
Prudential Financial Inc. 0.18% Reduce -2.6% 1,112,178 $133.9M
Cincinnati Financial Corp. 2.91% No change 1,101,700 $132.6M
Citadel Advisors 0.12% Reduce -62.5% 1,087,808 $130.9M
Citigroup Inc. 0.12% Add +20.3% 1,055,707 $127.1M
Crawford Investment Counsel Inc. 2.28% Reduce -1.8% 1,050,345 $126.4M
Capital Group Private Client Services, Inc. 1.16% Reduce -2.1% 1,048,248 $126.2M
Natixis Advisors, LLC 0.23% Add +3.0% 1,044,468 $125.7M
HighTower Advisors, LLC 0.17% Add +3.1% 1,035,015 $124.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.13% Add +25.2% 997,887 $120.1M
Zurich Insurance Group Ltd 0.92% Add +2.0% 942,348 $113.4M
Brandywine Global Investment Management, LLC 0.83% Reduce -7.2% 941,466 $113.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.23% — 929,792 $111.9M
State of Wisconsin Investment Board 0.29% Reduce -4.0% 925,789 $111.4M
Mitsubishi UFJ Trust & Banking Corp 0.26% Reduce -3.2% 923,351 $111.1M
Acadian Asset Management LLC 0.32% Reduce -13.8% 916,838 $110.3M
Epoch Investment Partners, Inc. 0.53% Reduce -9.7% 907,052 $109.2M
Credit Agricole S A 0.37% Add +369.8% 899,180 $108.2M
Gladstone Capital Management LLP 8.86% Reduce -4.1% 883,473 $106.3M
Retirement Systems of Alabama 0.39% Add +12.7% 878,832 $105.8M
Asset Management One Co., Ltd. 0.36% Add +9.0% 858,383 $104.2M
Toronto Dominion Bank 0.19% Reduce -0.0% 838,584 $100.9M
Sei Investments Co. 0.13% Add +12.8% 837,674 $100.8M
Chevy Chase Trust Holdings, LLC 0.30% Reduce -2.1% 819,566 $98.6M
Aberdeen Group plc 0.18% Reduce -2.3% 813,956 $97.7M
TD Asset Management Inc 0.09% Reduce -0.3% 808,889 $97.3M
Millennium Management 0.09% Reduce -18.8% 804,632 $96.8M
Zacks Investment Management 0.89% Reduce -9.6% 799,036 $96.2M
Macquarie Group Ltd. 0.11% Reduce -9.2% 817,113 $91.1M
M&T Bank Corp 0.30% Reduce -1.2% 734,248 $88.4M
Caledonia Investments PLC 10.54% No change 732,563 $88.1M
STRS Ohio 0.35% Reduce -23.8% 722,940 $87.0M
Treasurer of the State of North Carolina 0.34% Add +0.8% 716,633 $86.2M
Holocene Advisors, LP 0.27% Add +6.5% 699,768 $84.2M
Public Employees Retirement System of Ohio 0.29% Reduce -8.0% 699,319 $84.2M
Swiss Life Asset Management Ltd 0.60% Add +34.3% 680,560 $81.9M
Advisors Capital Management, LLC 1.28% Add +1.1% 676,624 $81.4M
US Bancorp \de 0.11% Reduce -0.1% 668,827 $80.5M
Agf Management Ltd. 0.40% Add +13.6% 665,329 $80.1M
Pictet Asset Management Holding SA 0.08% Reduce -1.4% 645,694 $77.7M
Ninety One North America, Inc. 4.74% Add +3.4% 636,336 $76.6M
Susquehanna International Group, LLP 0.11% Add +85.6% 634,106 $76.3M
Railway Pension Investments Ltd 1.00% Reduce -4.2% 629,540 $75.8M
Amundi 0.03% Add +1.3% 613,683 $74.8M
Man Group plc 0.23% Add +44.4% 610,381 $73.5M
State of Tennessee, Department of Treasury 0.26% Reduce -3.8% 595,117 $71.6M
Nisa Investment Advisors, LLC 0.28% Add +11.2% 592,267 $71.3M
Bronte Capital Management Pty Ltd. 5.53% Reduce -9.6% 496,648 $70.1M
MML Investors Services, LLC 0.24% Add +1.8% 578,895 $69.7M
Brown Brothers Harriman & Co. 0.48% Reduce -22.7% 574,249 $69.1M
State of New Jersey Common Pension Fund D 0.28% No change 573,049 $69.0M
Ferguson Wellman Capital Management, Inc. 1.31% Reduce -1.8% 572,801 $68.9M
Janney Montgomery Scott LLC 0.19% Reduce -0.9% 561,384 $67.6M
Commonwealth Equity Services, LLC 0.10% Reduce -5.3% 561,128 $67.5M
Pacer Advisors, Inc. 0.15% Reduce -2.4% 547,766 $65.9M
Coho Partners, Ltd. 3.00% Reduce -13.4% 542,764 $65.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.56% Add +0.0% 500,618 $65.3M
Allianz Asset Management GmbH 0.09% Add +34.4% 540,070 $65.0M
Cetera Investment Advisers 0.13% Add +4.2% 535,634 $64.5M
Candlestick Capital Management LP 2.32% Add +123.6% 535,075 $64.4M
Associated Banc-Corp 1.92% Reduce -1.3% 530,507 $63.8M
Calamos Advisors LLC 0.41% Reduce -16.4% 509,330 $61.3M
Fifth Third Bancorp 0.22% Add +3.5% 506,941 $61.0M
Newport Trust Company, LLC 0.15% Reduce -12.6% 505,809 $60.9M
United Services Automobile Association 1.97% No change 502,549 $60.5M
Corient Private Wealth LP 0.10% Reduce -13.2% 495,368 $59.2M
Natixis 0.40% Reduce -12.0% 487,094 $58.6M
MUFG Securities EMEA plc 1.07% Add +479.8% 475,399 $57.2M
Clark Capital Management Group, Inc. 0.40% Add +2.1% 472,107 $56.8M
Cibc World Markets Corp. 0.33% Add +35.3% 469,043 $56.4M
Troy Asset Management Ltd 1.85% Reduce -9.7% 467,283 $56.2M
Capital International Sarl 1.27% Reduce -9.1% 457,702 $55.1M
Osaic Holdings, Inc. 0.12% Reduce -0.1% 481,126 $55.0M
Blue Whale Capital LLP 4.06% Add +10.6% 454,155 $54.7M
Comerica Bank 0.22% Reduce -2.3% 453,485 $54.6M
Arizona State Retirement System 0.33% Add +1.1% 450,850 $54.3M
Resona Asset Management Co.,Ltd. 0.32% Reduce -4.9% 447,097 $53.9M
CANADA LIFE ASSURANCE Co 0.09% Add +0.3% 426,143 $51.3M
State of Michigan Retirement System 0.26% Reduce -0.3% 421,958 $50.8M
Factory Mutual Insurance Co. 0.55% Reduce -13.1% 420,806 $50.6M
GW&K Investment Management, LLC 0.43% Reduce -2.0% 419,644 $50.5M
MetLife Investment Management, LLC 0.27% Add +1.8% 411,537 $49.5M
Susquehanna Fundamental Investments, LLC 0.81% — 401,949 $48.4M
FIL Ltd 0.04% Add +52.1% 394,353 $47.5M
Two Sigma Investments, LP 0.11% Reduce -73.4% 393,905 $47.4M
Creative Planning 0.05% Add +6.3% 388,616 $46.8M
Allspring Global Investments Holdings, LLC 0.07% Add +68.1% 380,783 $46.1M
Voloridge Investment Management, LLC 0.16% Reduce -49.2% 371,419 $44.7M
Corebridge Financial, Inc. 0.24% Reduce -1.8% 371,329 $44.7M
Bridgewater Associates 0.20% Add +145.7% 353,445 $42.5M
Mariner, LLC 0.07% Add +4.3% 351,601 $42.3M
Wealth Enhancement Advisory Services, LLC 0.08% Add +17.5% 351,451 $42.3M
Daiwa Securities Group Inc. 0.19% Add +7.8% 348,086 $41.9M
TrinityBridge Ltd 1.18% No change 347,013 $41.8M
Lazard Asset Management LLC 0.07% Add +13.4% 341,834 $41.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +6.5% 340,908 $41.0M
Vaughan David Investments LLC 0.97% Add +0.1% 339,945 $40.9M
Whittier Trust Co. 0.54% Add +1.1% 337,799 $40.7M
Czech National Bank 0.38% Add +6.4% 337,119 $40.6M
Ruffer LLP 1.46% Add +10.0% 335,162 $40.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.25% Reduce -2.3% 330,604 $39.8M
MIG Capital, LLC 4.12% No change 330,142 $39.7M
Waters Parkerson & Co., LLC 2.07% Reduce -0.4% 327,081 $39.4M
Amalgamated Bank 0.32% Add +3.9% 326,728 $39.3M
ING Groep NV 0.26% Reduce -46.3% 324,684 $39.1M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.23% Reduce -21.7% 324,599 $39.0M
Tidal Investments LLC 0.32% Add +83.3% 322,523 $38.8M
Public Sector Pension Investment Board 0.16% Reduce -64.7% 322,338 $38.8M
Mane Global Capital Management LP 1.77% Add +216.1% 321,422 $38.7M
Schroder Investment Management Group 0.04% Reduce -2.5% 316,309 $38.0M
Focus Partners Wealth 0.10% Add +119.7% 310,702 $37.4M
Financial Counselors Inc. 0.55% Reduce -2.8% 310,455 $37.4M
Cubist Systematic Strategies, LLC 0.58% Add +7.4% 297,776 $35.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.21% Add +14.8% 297,727 $35.8M
Martingale Asset Management L P 0.87% Reduce -3.6% 296,598 $35.7M
CIBC Asset Management Inc 0.12% Reduce -14.6% 296,454 $35.7M
Cerity Partners LLC 0.08% Add +17.1% 294,960 $35.6M
Gabelli Funds LLC 0.27% Add +1.0% 294,350 $35.4M
Verition Fund Management LLC 0.18% Add +42.9% 291,558 $35.1M
Teachers Retirement System of the State of Kentucky 0.31% Reduce -5.5% 291,492 $35.1M
O'shaughnessy Asset Management, LLC 0.30% Add +30.0% 289,920 $34.9M
Great Lakes Advisors, LLC 0.30% Reduce -3.3% 288,081 $34.7M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Add +21.1% 284,979 $34.3M
Townsquare Capital LLC 0.39% Add +6.7% 284,680 $34.3M
Fidelity National Financial, Inc. 0.68% No change 280,000 $33.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.34% Add +3.8% 279,575 $33.6M
GW Henssler & Associates Ltd. 1.91% Reduce -1.5% 274,094 $33.3M
AE Wealth Management LLC 0.28% Add +10.4% 276,385 $33.3M
Cullen/Frost Bankers, Inc. 0.45% Add +0.8% 275,224 $33.1M
Cibc World Market Inc. 0.07% Reduce -23.8% 270,669 $32.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +4.0% 267,634 $32.2M
Baird Financial Group, Inc. 0.06% Add +0.6% 263,775 $31.7M
Utah Retirement Systems 0.34% Add +0.2% 257,775 $31.0M
Hotchkis & Wiley Capital Management LLC 0.10% Add +42.0% 254,335 $30.6M
Haverford Trust Co 0.30% Reduce -1.4% 254,072 $30.6M
Allianz SE 0.79% Add +0.4% 253,987 $30.5M
Robeco Institutional Asset Management B.V. 0.06% Add +264.9% 252,550 $30.4M
Oppenheimer Asset Management Inc. 0.37% Reduce -1.2% 250,145 $30.1M
iA Global Asset Management Inc. 0.52% Reduce -11.7% 248,499 $29.9M
Pathstone Holdings, LLC 0.13% Reduce -1.4% 246,739 $29.7M
Assetmark, Inc. 0.08% Add +41.6% 245,798 $29.6M
Cincinnati Insurance Co. 0.52% No change 242,435 $29.2M
Sanctuary Advisors, LLC 0.18% Reduce -7.9% 220,415 $28.7M
Guggenheim Capital LLC 0.24% Reduce -1.9% 237,236 $28.6M
Wedge Capital Management L L P 0.51% Reduce -7.5% 234,588 $28.2M
Alps Advisors Inc. 0.18% Reduce -0.2% 232,698 $28.0M
IFM Investors Pty Ltd 0.28% Reduce -8.4% 230,668 $27.8M
1832 Asset Management L.P. 0.05% Reduce -0.7% 230,394 $27.7M
QRG Capital Management, Inc. 0.28% Add +11.4% 228,461 $27.5M
Dash Acquisitions Inc. 5.85% Add +2.5% 213,024 $27.5M
Police & Firemen's Retirement System of New Jersey 0.27% — 226,335 $27.2M
Envestnet Portfolio Solutions, Inc. 0.09% Reduce -0.1% 223,187 $26.9M
Conning Inc. 0.99% Reduce -2.3% 222,885 $26.8M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -6.3% 222,711 $26.8M
ProShare Advisors LLC 0.06% Add +13.2% 222,094 $26.7M
Glenmede Trust Co. NA 0.13% Reduce -8.6% 218,798 $26.3M
Rockefeller Capital Management L.P. 0.07% Add +4.3% 217,903 $26.2M
First Horizon Advisors, Inc. 0.73% Add +1.3% 217,583 $26.2M
NorthRock Partners, LLC 0.84% Reduce -4.8% 211,565 $25.7M
Auxier Asset Management LLC 3.95% Reduce -1.2% 211,587 $25.5M
Public Employees Retirement Association of Colorado 0.10% Reduce -2.3% 210,693 $25.4M
Mutual of America Capital Management LLC 0.27% Reduce -2.9% 208,102 $25.0M
Adams Diversified Equity Fund, Inc. 0.95% Reduce -2.5% 207,935 $25.0M
New York Life Investment Management LLC 0.24% Add +0.9% 203,170 $24.5M
First Long Island Investors, LLC 1.94% Reduce -7.2% 203,018 $24.4M
Nissay Asset Management Corp. /Japan 0.15% Add +1.2% 196,138 $23.8M
Panagora Asset Management Inc. 0.11% Reduce -20.3% 195,183 $23.5M
State of Alaska, Department of Revenue 0.26% Reduce -1.7% 194,275 $23.4M
Mercer Global Advisors Inc. 0.06% Add +11.9% 236,914 $23.4M
Commerce Bank 0.14% Reduce -0.9% 194,118 $23.4M
Busey Bank 0.77% Add +2.2% 194,038 $23.4M
Blair William & Co. 0.07% Reduce -1.2% 193,574 $23.3M
Orion Porfolio Solutions, LLC 0.23% Add +2.1% 193,451 $23.3M
Orion Portfolio Solutions, LLC 0.23% Add +2.1% 193,451 $23.3M
Xponance LLC 0.21% Add +0.2% 191,861 $23.1M
Blue Chip Partners, LLC 1.98% Add +0.8% 191,269 $23.0M
Rbo & Co. LLC 3.72% Reduce -0.2% 189,411 $22.8M
Whittier Trust Co. of Nevada Inc. 0.55% Add +3.7% 185,919 $22.4M
Captrust Financial Advisors 0.06% Add +5.8% 185,344 $22.3M
TCTC Holdings, LLC 0.78% Add +0.4% 180,520 $21.7M
Foyston, Gordon & Payne Inc 5.74% Reduce -5.1% 179,931 $21.7M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +50.9% 174,525 $21.1M
Brown Advisory Inc. 0.03% Add +0.7% 173,438 $20.9M
CenterBook Partners LP 1.25% Add +3.8% 173,180 $20.8M
Ariel Investments 0.22% Reduce -3.6% 173,034 $20.8M
Banque Pictet & Cie SA 0.20% Add +0.8% 171,327 $20.6M
Employees Retirement System of Texas 0.21% Reduce -1.4% 170,972 $20.6M
Eagle Global Advisors LLC 0.82% Add +142.4% 166,128 $20.0M
Deprince Race & Zollo Inc. 0.39% Reduce -0.7% 164,807 $19.8M
Alley Investment Management Company, LLC 2.48% Add +1.2% 163,009 $19.6M
Huntington National Bank 0.18% Reduce -0.7% 162,960 $19.6M
Davidson Investment Advisors 0.95% Reduce -2.8% 161,716 $19.5M
Exchange Traded Concepts, LLC 0.39% Add +90.8% 160,434 $19.3M
683 Capital Management, LLC 2.12% No change 160,000 $19.3M
Cantor Fitzgerald Investment Advisors L.P. 1.33% Add +0.8% 159,495 $19.2M
Intact Investment Management Inc. 0.66% Reduce -29.3% 157,500 $19.0M
Wealthfront Advisers LLC 0.06% Add +7.0% 157,468 $19.0M
Daiichi Life Insurance Co., Ltd. 0.52% Add +164.2% 157,075 $18.9M
Worldquant Millennium Advisors LLC 0.12% Reduce -14.5% 156,927 $18.9M
Zweig-DiMenna Associates LLC 1.59% Add +3.7% 156,579 $18.8M
Quadrature Capital Ltd 0.38% New 155,577 $18.7M
Capital Fund Management S.A. 0.18% Add +40.3% 155,267 $18.7M
NewEdge Advisors, LLC 0.11% Add +15.1% 154,828 $18.6M
ProVise Management Group, LLC 1.58% Reduce -2.7% 153,578 $18.5M
Americana Partners, LLC 0.75% Add +2523.2% 153,013 $18.4M
Tokio Marine Asset Management Co. Ltd. 0.65% Add +257.9% 152,057 $18.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +1.9% 148,763 $17.9M
BBR Partners, LLC 1.25% Add +2.8% 148,638 $17.9M
BLI - Banque de Luxembourg Investments 0.48% — 148,600 $17.8M
Sapient Capital LLC 0.34% Add +12.6% 146,272 $17.8M
Mizuho Securities USA LLC 0.32% Add +46.2% 147,363 $17.7M
Parkwood LLC 2.14% Add +8.6% 144,413 $17.4M
Pinnacle Financial Partners Inc 0.35% Add +0.7% 142,621 $17.2M
Kestra Advisory Services, LLC 0.09% Reduce -52.7% 139,649 $17.0M
Cedar Wealth Management, LLC 6.10% Reduce -3.8% 140,266 $16.9M
First Foundation Advisors 0.63% Reduce -32.2% 139,656 $16.8M
RWC Asset Management LLP 1.01% Reduce -43.3% 139,371 $16.8M
LMR Partners LLP 0.38% Add +176.7% 138,350 $16.7M
Aquatic Capital Management LLC 0.44% Add +4.9% 136,218 $16.4M
Vanguard Personalized Indexing Management, LLC 0.25% Add +9.5% 136,130 $16.4M
Howe & Rusling Inc. 1.40% Reduce -2.9% 135,041 $16.3M
Rafferty Asset Management, LLC 0.06% Add +12.4% 134,952 $16.2M
Atria Investments, Inc 0.20% Reduce -1.0% 134,886 $16.2M
Illinois Municipal Retirement Fund 0.23% Add +46.3% 134,045 $16.1M
Oregon Public Employees Retirement Fund 0.30% Add +0.2% 133,316 $16.0M
Choreo, LLC 0.23% Add +157.1% 130,873 $15.7M
KBC Group NV 0.04% Add +8.6% 129,876 $15.6M
Logan Capital Management Inc. 0.65% Reduce -1.1% 129,587 $15.6M
Investment Management Associates Inc. 6.80% Reduce -3.5% 129,317 $15.6M
Weinberger Asset Management, Inc 6.48% Reduce -0.7% 128,986 $15.5M
Renaissance Technologies 0.02% New 128,900 $15.5M
Yousif Capital Management, LLC 0.17% Reduce -4.0% 127,461 $15.3M
Advisors Asset Management, Inc. 0.28% Add +2.0% 125,973 $15.2M
Cresset Asset Management, LLC 0.07% Reduce -50.8% 124,382 $15.1M
Clough Capital Partners L P 1.70% New 123,480 $14.9M
Keybank National Association 0.06% Reduce -1.5% 123,349 $14.8M
Empowered Funds, LLC 0.22% Add +4.8% 123,139 $14.8M
Quantinno Capital Management LP 0.14% Add +33.3% 121,359 $14.6M
Advisory Research Inc. 2.42% Add +29.1% 120,785 $14.5M
Beacon Pointe Advisors, LLC 0.16% Reduce -7.3% 120,279 $14.5M
Coronation Fund Managers Ltd. 0.85% Reduce -17.4% 120,247 $14.5M
Hollencrest Capital Management 0.58% Add +2.0% 120,161 $14.5M
Foster Victor Wealth Advisors, LLC 1.09% Reduce -20.3% 117,473 $14.3M
Tower Research Capital LLC (TRC) 0.28% Add +95.0% 118,663 $14.3M
Jones Financial Companies LLLP 0.01% Add +53.2% 118,184 $14.2M
South Dakota Investment Council 0.28% Reduce -0.6% 115,614 $13.9M
Amica Mutual Insurance Co. 1.42% Reduce -12.7% 115,100 $13.9M
Markel Group 0.12% No change 114,500 $13.8M
Dana Investment Advisors, Inc. 0.45% Add +2.3% 114,137 $13.7M
Hook Mill Capital Partners, LP 1.40% New 113,912 $13.7M
Gotham Asset Management 0.13% Reduce -4.4% 113,586 $13.7M
TD Private Client Wealth LLC 0.38% Reduce -3.7% 112,160 $13.5M
Beese Fulmer Investment Management, Inc. 1.15% Add +1.3% 112,022 $13.5M
Ar Asset Management Inc. 3.07% Reduce -0.4% 111,528 $13.4M
ExodusPoint Capital Management, LP 0.14% Reduce -41.2% 110,735 $13.3M
Steward Partners Investment Advisory, LLC 0.12% Add +4.5% 108,956 $13.1M
Curi Capital, LLC 0.30% Add +35.3% 107,939 $13.0M
Huber Capital Management LLC 2.59% Add +4.9% 107,859 $13.0M
Stock Yards Bank & Trust Co. 0.44% Reduce -3.2% 107,006 $12.9M
Kentucky Retirement Systems 0.38% Reduce -1.4% 106,844 $12.9M
Epacria Capital Partners, LLC 10.88% No change 106,167 $12.8M
Cadence Bank 0.86% Add +0.6% 105,320 $12.7M
Staley Capital Advisers Inc. 0.56% Reduce -0.9% 105,240 $12.7M
Canal Capital Management, LLC 2.04% Reduce -4.3% 104,945 $12.6M
Clifford Swan Investment Counsel LLC 0.45% Reduce -2.9% 104,881 $12.6M
Walleye Capital LLC 0.13% Add +140.0% 104,642 $12.6M
Banco Santander, S.A. 0.15% Add +34.0% 104,245 $12.5M
Hancock Whitney Corp. 0.40% Add +31.4% 104,222 $12.5M
Schonfeld Strategic Advisors LLC 0.08% Add +149.3% 104,073 $12.5M
Hosking Partners LLP 0.48% Add +28.3% 102,524 $12.3M
Carnegie Investment Counsel 0.35% Add +0.1% 102,145 $12.3M
Veritas Asset Management LLP 0.11% No change 101,545 $12.2M
Leith Wheeler Investment Counsel Ltd. 0.88% New 101,367 $12.2M
Park Avenue Securities LLC 0.12% Add +18.9% 100,826 $12.1M
Hirtle & Co., LLC 0.59% Add +0.0% 100,453 $12.1M
First Sabrepoint Capital Management LP 4.51% No change 100,000 $12.0M
Assenagon Asset Management S.A. 0.02% Reduce -52.2% 97,816 $11.8M
Parallax Volatility Advisers, L.P. 0.30% Add +7623.3% 96,619 $11.6M
Hartford Investment Management Co. 0.38% Reduce -1.9% 96,091 $11.6M
Laurion Capital Management LP 0.73% Add +67.0% 95,000 $11.4M
Bleakley Financial Group, LLC 0.34% Add +5.0% 94,985 $11.4M
Euro Pacific Asset Management, LLC 2.45% Reduce -2.8% 93,831 $11.4M
Empire Life Investments Inc. 0.71% Add +11.6% 94,423 $11.4M
&partners 0.14% Add +36.5% 92,648 $11.3M
Avantax Advisory Services, Inc. 0.07% Add +4.7% 93,715 $11.3M
NEOS Investment Management LLC 0.27% Add +31.5% 93,484 $11.3M
Woodline Partners LP 0.08% New 93,374 $11.2M
Ieq Capital, LLC 0.11% Add +72.8% 93,105 $11.2M
D.A. Davidson & Co. 0.09% Reduce -0.9% 93,087 $11.2M
CENTRAL TRUST Co 0.27% Reduce -17.8% 92,614 $11.1M
Merit Financial Group, LLC 0.20% Add +56.0% 92,054 $11.1M
Strategic Wealth Partners, Ltd. 0.91% Add +29.0% 73,646 $11.0M
Peapack Gladstone Financial Corp. 0.16% Add +0.1% 90,857 $10.9M
Morningstar Investment Services LLC 0.99% Reduce -89.6% 90,619 $10.9M
Taikang Asset Management (Hong Kong) Co Ltd 1.60% Add +134.1% 90,600 $10.9M
CHURCHILL MANAGEMENT Corp 0.12% Add +3.3% 90,483 $10.9M
CFM Wealth Partners LLC 1.82% No change 89,566 $10.8M
NS Partners Ltd 0.44% Reduce -1.9% 89,273 $10.7M
Cornerstone Advisors, LLC 0.42% Add +1.4% 88,600 $10.7M
Sequoia Financial Advisors, LLC 0.10% Add +141.7% 87,473 $10.5M
Castleark Management LLC 0.37% New 87,160 $10.5M
Clark Estates Inc. 1.98% No change 85,300 $10.3M
Advisory Services Network, LLC 0.19% Reduce -6.2% 84,591 $10.2M
MYDA Advisors LLC 2.89% Add +44.8% 84,000 $10.1M
Country Club Bank 0.67% Reduce -1.3% 84,068 $10.1M
Maryland State Retirement & Pension System 0.22% Reduce -6.6% 83,773 $10.1M
Janney Capital Management LLC 0.67% Reduce -1.3% 83,765 $10.1M
Broyhill Asset Management, LLC 8.88% — 83,724 $10.1M
Atria Wealth Solutions, Inc. 0.11% Add +4.3% 83,265 $10.1M
Louisiana State Employees Retirement System 0.19% Reduce -4.5% 83,600 $10.1M
Private Advisor Group, LLC 0.06% Add +0.4% 83,566 $10.1M
Securian Asset Management, Inc. 0.29% Reduce -2.8% 83,565 $10.1M
Sky Investment Group LLC 1.89% Add +0.0% 83,465 $10.0M
Keystone Financial Planning, Inc. 3.08% Reduce -0.3% 82,632 $9.9M
Oppenheimer & Co. Inc. 0.15% Reduce -3.3% 82,469 $9.9M
United Asset Strategies, Inc. 0.91% Add +0.9% 82,317 $9.9M
Synovus Financial Corp. 0.13% Reduce -10.7% 82,303 $9.9M
Quilter Plc 0.19% Reduce -22.6% 81,597 $9.8M
Linscomb Wealth, Inc. 0.48% Add +2.0% 80,536 $9.7M
Channing Capital Management, LLC 0.26% Reduce -4.9% 80,038 $9.6M
Atlantic Union Bankshares Corp 0.56% Add +0.5% 79,949 $9.6M
Meiji Yasuda Asset Management Co Ltd. 0.36% Add +5.9% 79,620 $9.6M
Heritage Wealth Advisors 0.47% Reduce -2.1% 78,906 $9.5M
Hennessy Advisors Inc. 0.28% Reduce -3.5% 78,700 $9.5M
First Fiduciary Investment Counsel, Inc. 1.93% Add +0.8% 78,666 $9.5M
Lido Advisors, LLC 0.06% Add +9.5% 76,890 $9.4M
Hutner Capital Management Inc. 4.46% Add +10.1% 76,790 $9.2M
Independent Advisor Alliance 0.12% Add +19.4% 76,548 $9.2M
Jane Street Group, LLC 0.01% Reduce -77.1% 75,717 $9.1M
Violich Capital Management, Inc. 1.18% Add +72.9% 75,605 $9.1M
Walleye Trading LLC 0.18% New 75,391 $9.1M
Trajan Wealth LLC 0.50% Add +11.4% 74,955 $9.0M
HighPoint Advisor Group LLC 0.49% Add +1.6% 60,736 $9.0M
Triavera Capital LLC 5.38% — 74,189 $8.9M
Bollard Group LLC 0.25% Add +1.2% 74,138 $8.9M
New Mexico Educational Retirement Board 0.30% Reduce -2.5% 74,111 $8.9M
Glenview Trust Co 0.17% Reduce -0.9% 74,090 $8.9M
Allworth Financial LP 0.05% Add +20.2% 72,402 $8.9M
Phraction Management LLC 3.31% Reduce -9.5% 73,143 $8.8M
Mill Capital Management, LLC 0.70% No change 73,102 $8.8M
Viking Fund Management LLC 1.37% No change 73,000 $8.8M
CIBC Private Wealth Group LLC 0.02% Reduce -4.8% 72,071 $8.8M
SteelPeak Wealth, LLC 0.36% Reduce -0.4% 71,757 $8.7M
Hourglass Capital, LLC 2.40% Reduce -0.8% 72,450 $8.7M
CI Investments Inc. 0.03% Add +1102.2% 72,433 $8.7M
Benedict Financial Advisors Inc. 2.11% Add +0.9% 72,089 $8.7M
Nomura Holdings Inc. 0.05% Add +109.2% 71,522 $8.6M
Norinchukin Bank, The 0.18% Add +10.3% 71,411 $8.6M
Lee Danner & Bass Inc. 0.68% Add +2.6% 71,294 $8.6M
Capital Investment Advisors, LLC 0.17% Reduce -0.1% 71,098 $8.6M
DORCHESTER WEALTH MANAGEMENT Co 1.71% Reduce -0.1% 71,056 $8.6M
Tudor Investment Corporation 0.09% Add +173.4% 71,043 $8.6M
Bridges Investment Management Inc. 0.12% Add +0.1% 70,234 $8.5M
Narwhal Capital Management 0.75% Reduce -9.4% 70,070 $8.4M
MAI Capital Management 0.06% Add +6.0% 69,601 $8.4M
SP Asset Management LLC 0.69% Reduce -1.8% 68,002 $8.2M
Kinsale Capital Group, Inc. 2.19% Add +11.5% 67,551 $8.1M
Balefire, LLC 2.77% Reduce -2.2% 67,017 $8.1M
Chiron Investment Management, LLC 2.70% Add +90.2% 67,243 $8.1M
Hantz Financial Services, Inc. 0.14% Reduce -4.6% 66,809 $8.0M
Beverly Hills Private Wealth, LLC 1.63% Reduce -0.2% 66,720 $8.0M
Morgan Dempsey Capital Management LLC 3.21% Reduce -9.3% 65,567 $8.0M
BW Gestao de Investimentos Ltda. 0.37% Reduce -13.2% 66,000 $7.9M
HB Wealth Management, LLC 0.08% Add +22.0% 65,613 $7.9M
Wilmington Savings Fund Society, FSB 0.14% Add +8.5% 65,537 $7.9M
Zions Bancorporation, N.A. 0.49% Reduce -3.4% 65,197 $7.8M
Canada Post Corp Registered Pension Plan 0.46% — 65,146 $7.8M
World Investment Advisors 0.21% Add +28.3% 64,985 $7.8M
Cloverfields Capital Group, LP 2.51% Reduce -0.7% 64,809 $7.8M
First National Trust Co 0.29% Add +31.2% 64,600 $7.8M
Cwm, LLC 0.03% Add +34.4% 64,166 $7.7M
Pinnacle Associates Ltd. 0.10% Add +13.7% 63,656 $7.7M
Quinn Opportunity Partners LLC 0.55% Reduce -26.5% 63,500 $7.6M
Citizens National Bank Trust Department 1.61% Reduce -0.3% 63,363 $7.6M
Vestcor Inc 0.25% Reduce -4.0% 63,221 $7.6M
Cumberland Partners Ltd 0.53% Add +12.5% 62,825 $7.6M
Principal Securities, Inc. 0.17% Add +14.7% 62,753 $7.6M
Beacon Harbor Wealth Advisors, Inc. 1.75% Add +2.0% 62,583 $7.5M
Aurdan Capital Management, LLC 2.86% — 61,925 $7.5M
Point72 Asset Management 0.02% New 61,466 $7.4M
Argent Trust Co 0.30% Add +4.1% 60,764 $7.3M
Harber Asset Management LLC 2.21% Reduce -25.0% 60,649 $7.3M
Snowden Capital Advisors LLC 0.23% Reduce -4.3% 59,607 $7.3M
InvesTrust 2.01% — 60,077 $7.2M
Sculptor Capital LP 0.17% New 60,000 $7.2M
NewEdge Wealth, LLC 0.12% Add +0.9% 59,709 $7.2M
Aviva PLC 0.02% Reduce -0.4% 59,662 $7.2M
Heritage Investors Management Corp. 0.23% Reduce -9.4% 59,081 $7.1M
Regions Financial Corp. 0.05% Reduce -17.2% 58,796 $7.1M
Meyer Handelman Co. 0.24% No change 58,619 $7.1M
Metis Global Partners, LLC 0.21% Add +2.4% 58,242 $7.0M
Squarepoint Ops LLC 0.02% Add +39.0% 58,195 $7.0M
Qsemble Capital Management, LP 0.92% Add +20.1% 57,629 $6.9M
Searle & Co. 2.00% Add +0.9% 57,374 $6.9M
Groupama Asset Managment 0.14% Reduce -50.9% 57,425 $6.9M
Mesirow Financial Investment Management, Inc. 0.14% Add +6.2% 56,472 $6.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.64% Reduce -0.7% 56,084 $6.7M
Johnson Investment Counsel Inc. 0.06% Reduce -0.3% 54,985 $6.6M
Hilltop Holdings Inc. 0.42% Add +1.3% 54,623 $6.6M
Sagespring Wealth Partners, LLC 0.17% — 54,367 $6.5M
Semmax Financial Advisors Inc. 1.74% Reduce -0.3% 43,777 $6.5M
Silvercrest Asset Management Group LLC 0.04% Add +0.3% 54,199 $6.5M
Keating Investment Counselors Inc. 2.04% Reduce -1.0% 54,184 $6.5M
Ritholtz Wealth Management 0.19% Add +50.9% 53,884 $6.5M
United Capital Financial Advisors, LLC 0.05% Add +0.5% 53,645 $6.5M
FineMark National Bank & Trust 0.22% Reduce -1.4% 53,435 $6.4M
American Money Management, LLC 1.25% Add +0.4% 53,168 $6.4M
Intech Investment Management LLC 0.06% Add +890.9% 53,144 $6.4M
Asset Planning Services Inc. /La/ 3.12% Add +0.3% 53,140 $6.4M
Apollon Wealth Management, LLC 0.15% Add +26.3% 52,924 $6.4M
Tiaa Trust, National Association 0.02% Reduce -2.1% 52,887 $6.4M
Empirical Finance, LLC 0.37% Reduce -1.3% 52,828 $6.4M
Kennon-Green & Company, LLC 5.41% Reduce -1.2% 52,033 $6.3M
Oliver Luxxe Assets LLC 1.12% No change 51,126 $6.2M
Pinebridge Investments, L.P. 0.05% Add +122.8% 51,438 $6.2M
Point72 Hong Kong Ltd 0.38% Reduce -15.8% 50,881 $6.1M
Bard Financial Services, Inc. 0.73% Reduce -2.9% 50,877 $6.1M
Voleon Capital Management LP 0.45% — 50,610 $6.1M
TrueMark Investments, LLC 1.93% Add +9.3% 50,263 $6.0M
Generali Asset Management SPA SGR 0.15% — 49,668 $6.0M
CCM Investment Group, LLC 0.65% — 49,766 $6.0M
Caprock Group, LLC 0.20% Add +8.4% 49,058 $6.0M
North Star Asset Management Inc. 0.26% Reduce -4.9% 49,493 $6.0M
Algert Global LLC 0.14% Add +8.7% 48,940 $5.9M
Emmett Investment Management, LP 5.27% — 48,710 $5.9M
Investmark Advisory Group LLC 2.87% Add +0.4% 48,688 $5.9M
Altrius Capital Management Inc 1.55% Reduce -1.8% 48,001 $5.8M
Deltec Asset Management LLC 1.14% Reduce -2.4% 47,961 $5.8M
Savant Capital, LLC 0.05% Add +2.5% 47,813 $5.8M
EP Wealth Advisors, LLC 0.05% Add +8.0% 47,583 $5.7M
Scotia Capital Inc. 0.03% Add +26.5% 46,792 $5.6M
First Citizens Bank & Trust Co. 0.10% Reduce -0.8% 46,548 $5.6M
Cypress Capital Group 0.69% Reduce -12.9% 46,417 $5.6M
Allstate Corp. 0.16% New 46,244 $5.6M
Elwood Capital Partners LP 7.82% — 46,011 $5.5M
Wealthspire Advisors, LLC 0.05% Reduce -1.6% 45,675 $5.5M
HM Payson & Co. 0.09% Reduce -1.7% 45,667 $5.5M
Sowell Financial Services LLC 0.29% Add +10.4% 45,584 $5.5M
Integrated Wealth Concepts LLC 0.06% Add +1.7% 45,432 $5.5M
Shell Asset Management Co. 0.24% Add +5.6% 45,393 $5.5M
Anchor Investment Management, LLC 0.51% Reduce -1.7% 45,247 $5.4M
Fieldview Capital Management, LLC 0.84% — 45,072 $5.4M
Bcwm, LLC 1.92% — 44,803 $5.4M
Coston, McIsaac & Partners 1.59% Reduce -2.7% 44,629 $5.4M
R.H. Investment Group, LLC 5.05% — 44,495 $5.4M
Mengis Capital Management, Inc. 1.10% Add +0.9% 44,462 $5.4M
Cullinan Associates Inc. 0.34% Reduce -2.3% 44,220 $5.3M
Sound View Wealth Advisors Group, LLC 0.43% Reduce -1.5% 44,150 $5.3M
Y-Intercept (Hong Kong) Ltd 0.35% Add +526.9% 44,110 $5.3M
Stokes Family Office, LLC 0.56% Add +9.9% 43,871 $5.3M
Benjamin Edwards Inc. 0.08% Reduce -2.3% 43,776 $5.3M
Kestra Private Wealth Services, LLC 0.09% Add +20.1% 43,782 $5.3M
Cohen Klingenstein LLC 0.18% No change 43,679 $5.3M
Thomasville National Bank 0.38% Add +2.8% 43,636 $5.3M
Twin Tree Management, LP 0.13% Reduce -34.5% 43,544 $5.2M
Osborne Partners Capital Management, LLC 0.30% No change 43,500 $5.2M
Vestmark Advisory Solutions, Inc. 0.18% Add +18.7% 43,419 $5.2M
Farmers Trust Co. 0.98% Reduce -0.4% 43,412 $5.2M
Freestone Capital Holdings, LLC 0.18% Add +1.0% 43,333 $5.2M
Clearbridge Investments, LLC 0.00% Add +21.0% 43,316 $5.2M
Drucker Wealth 3.0, LLC 1.20% Reduce -1.7% 43,280 $5.2M
Mutual Advisors, LLC 0.15% Add +0.1% 43,280 $5.2M
Sheaff Brock Investment Advisors, LLC 0.45% Add +0.2% 43,074 $5.2M
Ascent Group, LLC 0.39% Add +18.5% 43,050 $5.2M
Mediolanum International Funds Ltd 0.07% Add +19.0% 43,256 $5.2M
Old National Bancorp 0.12% Reduce -15.1% 43,021 $5.2M
Ninety One SA (Pty) Ltd 1.14% Reduce -1.9% 42,826 $5.2M
Tufton Capital Management 0.97% Reduce -0.5% 42,817 $5.2M
Stephens Inc. 0.07% Reduce -10.3% 42,792 $5.1M
Sterling Capital Management LLC 0.07% Reduce -7.8% 42,064 $5.1M
King Luther Capital Management Corp. 0.02% Reduce -5.5% 41,817 $5.0M
Norden Group LLC 0.57% Reduce -38.8% 41,747 $5.0M
IHT Wealth Management, LLC 0.16% Reduce -5.5% 41,494 $5.0M
Citadel Investment Advisory, Inc. 2.59% Reduce -0.2% 41,391 $5.0M
Global Retirement Partners, LLC 0.14% Add +1.4% 41,090 $4.9M
Kentucky Retirement Systems Insurance Trust Fund 0.86% Add +23.3% 56,737 $4.9M
Guyasuta Investment Advisors Inc. 0.31% Reduce -5.4% 40,727 $4.9M
StoneX Group Inc. 0.27% Add +26.1% 40,242 $4.9M
Tyler-Stone Wealth Management 0.87% Add +9.0% 40,528 $4.9M
Rathbones Group PLC 0.02% Reduce -9.8% 40,289 $4.8M
Valeo Financial Advisors, LLC 0.14% Add +0.7% 40,190 $4.8M
Williams Jones Wealth Management, LLC. 0.06% Reduce -6.1% 40,183 $4.8M
SG Americas Securities, LLC 0.02% Reduce -77.2% 39,841 $4.8M
Nicholas Company, Inc. 0.08% Reduce -0.1% 39,665 $4.8M
Fulton Bank, N.A. 0.18% Reduce -1.4% 39,508 $4.8M
Cornerstone Wealth Group, LLC 0.39% Add +1.4% 39,136 $4.7M
Ridgepath Capital Management LLC 2.14% Reduce -1.4% 38,654 $4.7M
Shilanski & Associates, Inc. 1.49% Add +0.1% 38,301 $4.6M
Lowe Brockenbrough & Co. Inc. 0.30% Reduce -1.8% 38,102 $4.6M
Horizon Kinetics Asset Management LLC 0.06% Reduce -0.1% 38,294 $4.6M
Equitable Holdings, Inc. 0.04% Add +4.8% 38,068 $4.6M
Federation des caisses Desjardins du Quebec 0.02% Add +23.0% 38,055 $4.6M
MassMutual Private Wealth & Trust, FSB 0.13% Reduce -3.4% 38,007 $4.6M
Quantbot Technologies LP 0.17% Add +19.9% 37,725 $4.5M
Bayesian Capital Management, LP 0.55% Add +473.9% 37,300 $4.5M
DoubleLine ETF Adviser LP 1.21% Add +2.7% 37,223 $4.5M
Strategy Asset Managers LLC 0.87% Add +1.3% 37,199 $4.5M
Contrarius Group Holdings Ltd 0.27% — 37,187 $4.5M
Magnetar Financial LLC 0.12% Add +14.1% 37,071 $4.5M
Kingsview Wealth Management, LLC 0.09% Add +97.1% 37,065 $4.5M
Cannell & Spears LLC 0.09% Reduce -8.1% 37,056 $4.5M
First Bank & Trust 0.85% Reduce -13.6% 36,901 $4.4M
Portside Wealth Group, LLC 0.74% Add +6.1% 36,881 $4.4M
Northeast Financial Consultants Inc 0.19% No change 36,778 $4.4M
U.S. Capital Wealth Advisors, LLC 0.14% Add +29.6% 36,710 $4.4M
Bokf, NA 0.07% Reduce -0.6% 37,681 $4.4M
Waterloo Capital, L.P. 0.46% Add +20.4% 36,533 $4.4M
Clearstead Advisors, LLC 0.07% Reduce -4.2% 36,527 $4.4M
Manhattan West Asset Management, LLC 1.18% Add +2.6% 36,327 $4.4M
Wolverine Trading, LLC 0.10% Reduce -7.4% 35,938 $4.3M
Arlington Partners LLC 1.67% Add +1.6% 35,805 $4.3M
Sepio Capital, LP 0.34% Reduce -5.5% 35,648 $4.3M
WCG Wealth Advisors LLC 0.28% Add +4.6% 35,603 $4.3M
Symphony Financial, Ltd. Co. 0.67% Reduce -27.9% 34,651 $4.3M
Readystate Asset Management LP 0.33% New 35,441 $4.3M
Coldstream Capital Management Inc. 0.09% Add +3.9% 35,356 $4.3M
NJ State Employees Deferred Compensation Plan 0.51% Reduce -7.4% 35,200 $4.2M
Principle Wealth Partners LLC 0.30% Reduce -1.1% 35,183 $4.2M
Brentview Investment Management LLC 2.40% — 35,127 $4.2M
Axxcess Wealth Management, LLC 0.10% Reduce -13.1% 35,109 $4.2M
Meritage Portfolio Management 0.26% Reduce -1.1% 35,106 $4.2M
Fernwood Investment Management, LLC 1.46% Add +4.4% 34,761 $4.2M
3Chopt Investment Partners, LLC 1.43% Reduce -1.3% 34,134 $4.2M
CreativeOne Wealth, LLC 0.12% Add +17.3% 33,870 $4.1M
UMB Bank, n.a. 0.06% Reduce -0.6% 33,830 $4.1M
Hunter Associates Investment Management LLC 0.62% Add +0.4% 33,798 $4.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.42% — 33,500 $4.0M
Bryn Mawr Trust Advisors, LLC 0.22% Reduce -1.5% 33,475 $4.0M
Greenleaf Trust 0.04% Add +2.8% 33,471 $4.0M
Fiduciary Trust Co 0.05% Add +1.4% 33,315 $4.0M
IFG Advisory, LLC 0.23% Add +2.2% 33,217 $4.0M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -10.1% 32,818 $4.0M
Windward Capital Management Co. 0.31% Reduce -0.5% 33,172 $4.0M
Morton Community Bank 1.05% Reduce -0.7% 33,029 $4.0M
Boothbay Fund Management, LLC 0.13% Add +609.0% 32,888 $4.0M
Balyasny Asset Management L.P. 0.01% Reduce -42.1% 32,841 $4.0M
Means Investment Co., Inc. 0.41% Reduce -2.9% 32,757 $3.9M
Fred Alger Management, LLC 0.02% No change 32,390 $3.9M
NBT Bank, N.A. 0.27% Reduce -0.6% 32,568 $3.9M
Slagle Financial, LLC 1.76% Add +11.0% 32,458 $3.9M
Philadelphia Trust Co. 0.28% Reduce -3.3% 32,162 $3.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -35.6% 32,137 $3.9M
IFP Advisors, Inc 0.13% Add +8.5% 31,955 $3.8M
Engineers Gate Manager LP 0.07% Reduce -36.2% 31,925 $3.8M
Pekin Hardy Strauss, Inc. 0.48% Add +7.8% 31,553 $3.8M
Howard Capital Management Group, LLC 0.26% No change 31,374 $3.8M
Diversify Advisory Services, LLC 0.21% Reduce -26.4% 32,228 $3.8M
First American Trust, FSB 0.38% Add +3.1% 31,319 $3.8M
Diversified Trust Co. 0.09% Reduce -46.5% 31,313 $3.8M
Segall Bryant & Hamill, LLC 0.05% No change 31,160 $3.8M
Aptus Capital Advisors, LLC 0.04% Add +88.5% 30,864 $3.7M
Brandywine Trust Co. 0.58% No change 30,814 $3.7M
Frank, Rimerman Advisors LLC 0.27% Add +0.3% 30,741 $3.7M
OneDigital Investment Advisors LLC 0.04% Reduce -1.2% 30,695 $3.7M
Central Pacific Bank - Trust Division 0.51% Add +0.1% 30,681 $3.7M
Baldwin Wealth Partners LLC 0.25% Reduce -14.1% 30,672 $3.7M
Quantitative Investment Management, LLC 0.28% New 30,603 $3.7M
Marshall Wace, LLP 0.00% Reduce -85.7% 30,515 $3.7M
Concurrent Investment Advisors, LLC 0.10% Add +3.5% 30,454 $3.7M
Diversify Wealth Management, LLC 0.29% Add +45.5% 31,256 $3.7M
Venture Visionary Partners LLC 0.15% Reduce -3.4% 30,300 $3.6M
Callan Family Office, LLC 0.23% Add +545.8% 30,163 $3.6M
Community Trust & Investment Co. 0.22% Add +3.8% 30,152 $3.6M
Miura Global Management, LLC 3.94% No change 30,000 $3.6M
TCV Trust & Wealth Management, Inc. 0.33% Reduce -2.5% 29,966 $3.6M
Bahl & Gaynor LLC 0.02% Reduce -0.7% 29,885 $3.6M
Schwarz Dygos Wheeler Investment Advisors LLC 0.89% Add +20.9% 29,852 $3.6M
WCM Investment Management, LLC 0.01% New 29,883 $3.6M
Klein Pavlis & Peasley Financial, Inc. 2.87% Add +135.2% 29,542 $3.6M
Anthracite Investment Company, Inc. 1.78% Add +5.4% 29,500 $3.6M
Private Trust Co. NA 0.36% Reduce -0.1% 29,491 $3.5M
PFG Investments, LLC 0.22% Add +1.2% 29,390 $3.5M
Parthenon LLC 0.42% No change 29,141 $3.5M
Live Oak Private Wealth LLC 0.59% Reduce -0.8% 29,076 $3.5M
HBK Sorce Advisory LLC 0.11% Reduce -2.5% 29,040 $3.5M
Verity & Verity, LLC 0.32% Add +72.9% 29,003 $3.5M
Schechter Investment Advisors, LLC 0.27% Reduce -0.1% 28,804 $3.5M
Patriot Financial Group Insurance Agency, LLC 0.46% Add +7.4% 28,766 $3.5M
First Merchants Corp. 0.13% Add +46.3% 28,748 $3.5M
Salomon & Ludwin, LLC 0.37% Reduce -0.7% 28,708 $3.5M
Voya Financial Advisors, Inc. 0.38% Add +0.0% 28,771 $3.5M
Jump Financial, LLC 0.07% Reduce -86.3% 28,645 $3.4M
Doliver Advisors, LP 0.96% Add +1.4% 28,631 $3.4M
HRT Financial LP 0.02% Reduce -93.3% 28,606 $3.4M
Capital International Ltd. 0.14% Reduce -61.2% 28,472 $3.4M
Hayek Kallen Investment Management 1.24% Reduce -0.9% 28,436 $3.4M
Caldwell Trust Co 0.36% No change 28,405 $3.4M
Essex Financial Services, Inc. 0.24% Add +5.3% 28,346 $3.4M
Horizon Investments, LLC 0.10% Add +2.2% 28,335 $3.4M
Prescott General Partners LLC 0.25% No change 28,000 $3.4M
Pictet North America Advisors SA 0.32% Add +2.1% 27,982 $3.4M
Pitcairn Co. 0.20% Reduce -3.3% 27,964 $3.4M
Richard Bernstein Advisors LLC 0.08% Reduce -25.1% 27,909 $3.4M
Mgo One Seven LLC 0.13% Add +3.7% 27,791 $3.3M
Waverly Advisors, LLC 0.05% Add +21.2% 27,761 $3.3M
Verdence Capital Advisors LLC 0.27% Reduce -8.3% 27,611 $3.3M
Wesbanco Bank Inc. 0.11% Add +0.7% 27,569 $3.3M
Csenge Advisory Group 0.18% Add +5.2% 27,482 $3.3M
Addison Capital Co 1.30% Reduce -1.9% 27,250 $3.3M
AdvisorNet Financial, Inc 0.27% Reduce -7.1% 27,073 $3.3M
Laird Norton Wetherby Wealth Management, LLC 0.16% Reduce -1.1% 26,985 $3.2M
Pathway Financial Advisers, LLC 1.09% Add +1.9% 26,974 $3.2M
Crossmark Global Holdings, Inc. 0.06% Add +68.5% 26,971 $3.2M
Dean Investment Associates, LLC 0.46% Reduce -0.6% 26,879 $3.2M
XTX Topco Ltd 0.27% New 26,750 $3.2M
Legacy Advisors, LLC 0.31% Add +4.3% 26,646 $3.2M
Brookstone Capital Management 0.05% Add +2.4% 26,572 $3.2M
Gateway Investment Advisers LLC 0.04% Reduce -19.2% 26,560 $3.2M
Amitell Capital Pte Ltd 2.88% New 26,444 $3.2M
Meeder Advisory Services, Inc. 0.20% Add +10.8% 26,322 $3.2M
Headlands Technologies LLC 0.32% Add +414.1% 26,274 $3.2M
Orca Wealth Management, LLC 2.83% — 26,173 $3.1M
Banco BTG Pactual S.A. 0.74% New 26,000 $3.1M
Octavia Wealth Advisors, LLC 0.38% Reduce -0.7% 25,841 $3.1M
Signaturefd, LLC 0.06% Add +11.1% 26,079 $3.1M
Fifth Third Wealth Advisors LLC 0.17% Add +24.8% 26,071 $3.1M
one8zero8, LLC 0.68% — 26,031 $3.1M
Hennion & Walsh Asset Management, Inc. 0.14% Add +30.7% 25,928 $3.1M
Vident Advisory, LLC 0.05% Add +8.7% 25,898 $3.1M
Clarkston Capital Partners, LLC 0.06% No change 25,900 $3.1M
Ethic Inc. 0.06% Add +40.7% 25,662 $3.1M
Wedmont Private Capital 0.16% Add +76.4% 26,348 $3.1M
Kinloch Capital, LLC 1.54% Add +2.4% 25,563 $3.1M
Ardent Capital Management, Inc. 1.39% Add +4.6% 25,434 $3.1M
Focus Partners Advisor Solutions, LLC 0.05% Add +8.1% 25,327 $3.0M
Capital Wealth Planning, LLC 0.03% Reduce -27.4% 25,324 $3.0M
Sciencast Management LP 0.83% New 25,273 $3.0M
Papamarkou Wellner Asset Management inc. 2.09% — 25,272 $3.0M
BCGM Wealth Management, LLC 0.96% Add +4.3% 25,268 $3.0M
Twin City Private Wealth, LLC 2.68% Add +8.6% 24,927 $3.0M
Stratos Wealth Partners, LTD. 0.04% Reduce -0.9% 25,199 $3.0M
LVM Capital Management Ltd. 0.33% Reduce -0.4% 25,111 $3.0M
Modera Wealth Management, LLC 0.04% Reduce -11.0% 25,108 $3.0M
Mount Capital Ltd 1.07% No change 25,000 $3.0M
Kentucky Farm Bureau Mutual Insurance Co 0.68% No change 25,000 $3.0M
Evercore Wealth Management, LLC 0.04% Add +0.0% 24,943 $3.0M
Arkadios Wealth Advisors 0.16% Reduce -0.5% 24,622 $3.0M
HBW Advisory Services LLC 0.30% Add +2.1% 24,618 $3.0M
American Capital Advisory, LLC 1.63% Reduce -1.9% 24,511 $2.9M
Dorsey Wright & Associates 0.70% Reduce -0.6% 24,486 $2.9M
SWS Partners 0.89% Add +14.1% 24,206 $2.9M
Florida Trust Wealth Management Co 0.09% Add +8.1% 24,458 $2.9M
Rockingstone Advisors LLC 1.30% Add +2.7% 24,377 $2.9M
Griffin Asset Management, Inc. 0.34% Reduce -0.2% 24,376 $2.9M
Verus Financial Partners, Inc. 0.33% Add +0.0% 24,925 $2.9M
Ellenbecker Investment Group 0.52% Reduce -0.1% 24,240 $2.9M
Bradley Foster & Sargent Inc. 0.05% Reduce -1.0% 24,224 $2.9M
CSM Advisors, LLC 0.14% Reduce -1.3% 24,214 $2.9M
CWA Asset Management Group, LLC 0.15% Add +37.5% 24,200 $2.9M
GLOBALT Investments LLC / GA 0.11% Reduce -0.7% 24,150 $2.9M
Daymark Wealth Partners, LLC 0.12% Reduce -1.6% 24,078 $2.9M
Prosperitas Financial LLC 1.46% Add +6.7% 23,933 $2.9M
Blue Trust, Inc. 0.04% Reduce -12.0% 23,756 $2.9M
Ashburton (Jersey) Ltd 1.26% New 23,712 $2.9M
Annex Advisory Services, LLC 0.09% Add +77.0% 23,681 $2.9M
Peak Financial Advisors LLC 1.48% New 23,620 $2.8M
Krilogy Financial LLC 0.19% Reduce -13.4% 23,492 $2.8M
LGT Fund Management Co Ltd. 0.25% Add +985.5% 23,490 $2.8M
Dakota Wealth Management 0.07% Add +0.7% 23,454 $2.8M
TD Waterhouse Canada Inc. 0.02% Add +18.4% 23,462 $2.8M
Douglass Winthrop Advisors, LLC 0.05% Reduce -6.1% 23,314 $2.8M
Salem Investment Counselors Inc. 0.09% No change 23,002 $2.8M
American Investment Services, Inc. 0.49% Add +3.5% 23,198 $2.8M
Avestar Capital, LLC 0.25% Add +5.6% 23,016 $2.8M
B. Metzler seel. Sohn & Co. AG 0.03% No change 22,993 $2.8M
CHICAGO TRUST Co NA 0.51% Reduce -5.9% 22,985 $2.8M
Mufg Securities Americas Inc. 0.36% — 22,952 $2.8M
Range Financial Group LLC 1.27% Add +504.9% 22,915 $2.8M
Sigma Planning Corp 0.09% Reduce -5.5% 22,714 $2.7M
DCM Advisors, LLC 1.28% Add +0.3% 22,601 $2.7M
SeaCrest Wealth Management, LLC 0.29% Add +0.6% 22,586 $2.7M
Twinbeech Capital LP 0.05% New 22,488 $2.7M
Independent Solutions Wealth Management, LLC 0.59% Add +1.6% 22,461 $2.7M
Foundations Investment Advisors, LLC 0.05% Add +8.7% 22,404 $2.7M
GAMMA Investing LLC 0.23% Add +10.5% 22,338 $2.7M
Tanager Wealth Management LLP 0.35% New 22,072 $2.7M
Oak Thistle LLC 0.80% Add +99.4% 22,254 $2.7M
Vise Technologies, Inc. 0.22% Add +23.8% 22,074 $2.7M
Nebula Research & Development LLC 0.31% Reduce -0.9% 22,002 $2.6M
Mechanics Bank Trust Department 0.35% Reduce -10.8% 21,979 $2.6M
Dynamic Advisor Solutions LLC 0.11% Reduce -16.5% 21,978 $2.6M
SageView Advisory Group, LLC 0.11% Add +17.4% 21,939 $2.6M
Veracity Capital LLC 0.96% Add +0.2% 21,886 $2.6M
Welch & Forbes LLC 0.03% Add +5.7% 21,861 $2.6M
TCW Group Inc. 0.02% Add +2.6% 21,771 $2.6M
NorthCrest Asset Manangement, LLC 0.08% Reduce -0.5% 21,718 $2.6M
First County Bank 1.45% Reduce -11.5% 21,616 $2.6M
Sunbelt Securities, Inc. 0.23% Add +328.8% 21,656 $2.6M
Geneos Wealth Management Inc. 0.09% Add +8.4% 21,589 $2.6M
Rossmore Private Capital 0.32% Reduce -3.1% 21,528 $2.6M
Texas Yale Capital Corp. 0.10% No change 21,528 $2.6M
Concourse Financial Group Securities, Inc. 0.15% Add +1.8% 21,080 $2.6M
Welch Group, LLC 0.12% Add +0.0% 21,586 $2.6M
Prosperity Consulting Group, LLC 0.19% Add +2.5% 21,303 $2.6M
Founders Financial Alliance, LLC 0.70% Reduce -0.4% 21,229 $2.6M
Venturi Wealth Management, LLC 0.13% Add +10.9% 21,138 $2.5M
Ashton Thomas Private Wealth, LLC 0.10% Add +69.1% 20,884 $2.5M
Hartford Financial Management Inc. 0.52% Add +0.1% 20,989 $2.5M
Pure Financial Advisors, LLC 0.06% Add +216.4% 20,947 $2.5M
Koa Wealth Management, LLC 2.06% Reduce -3.6% 20,896 $2.5M
Councilmark Asset Management, LLC 1.68% Add +0.6% 20,829 $2.5M
Burke & Herbert Bank & Trust Co. 0.59% Reduce -0.4% 20,821 $2.5M
Great Valley Advisor Group, Inc. 0.06% Add +6.1% 20,643 $2.5M
Financial Security Advisor, Inc. 0.63% Add +2.3% 20,635 $2.5M
Dynasty Wealth Management, LLC 0.04% Add +4.4% 20,453 $2.5M
FSB Premier Wealth Management, Inc. 0.99% Add +25.2% 20,443 $2.5M
Raleigh Capital Management Inc. 0.94% Reduce -11.7% 20,320 $2.4M
Parr McKnight Wealth Management Group, LLC 0.35% — 20,277 $2.4M
Machina Capital S.A.S. 1.02% Add +71.9% 20,218 $2.4M
Radnor Capital Management, LLC 0.40% Reduce -1.5% 20,100 $2.4M
Farther Finance Advisors, LLC 0.09% Reduce -24.6% 20,079 $2.4M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -16.0% 19,825 $2.4M
Corps Capital Advisors, LLC 2.44% — 20,000 $2.4M
American Assets Investment Management, LLC 0.20% No change 20,000 $2.4M
Cypress Capital Management LLC (WY) 2.75% Reduce -5.5% 19,984 $2.4M
Wealth Alliance, LLC 0.29% Reduce -11.7% 19,938 $2.4M
Primoris Wealth Advisors, LLC 1.83% Reduce -13.3% 19,913 $2.4M
Gladstone Institutional Advisory LLC 0.11% Add +4.9% 19,817 $2.4M
Virtu Financial LLC 0.13% New 19,772 $2.4M
Pettyjohn, Wood & White, Inc. 0.44% Add +45.8% 19,745 $2.4M
SouthState Bank Corp 0.15% Add +0.1% 19,637 $2.4M
Atlas Private Wealth Advisors 0.33% Add +0.3% 19,600 $2.4M
Capital Investment Advisory Services, LLC 0.23% Reduce -5.3% 19,580 $2.4M
WMS Partners, LLC 0.13% Reduce -4.0% 19,557 $2.4M
Beaumont Financial Advisors, LLC 0.18% New 19,539 $2.4M
Measured Risk Portfolios, Inc. 2.61% — 19,481 $2.3M
Greenfield Savings Bank 1.12% Add +0.3% 19,364 $2.3M
Jacobi Capital Management LLC 0.17% Add +20.3% 19,313 $2.3M
Keudell/Morrison Wealth Management 0.61% Reduce -4.0% 19,304 $2.3M
Ameritas Advisory Services, LLC 0.08% Add +37.2% 19,263 $2.3M
Investment Research & Advisory Group, Inc. 0.96% Add +2.8% 19,202 $2.3M
1834 Investment Advisors Co. 0.29% Reduce -4.8% 19,156 $2.3M
Copperwynd Financial, LLC 0.64% Add +13.6% 19,128 $2.3M
Sandy Spring Bank 0.09% Add +2.6% 19,101 $2.3M
Phoenix Financial Ltd. 0.03% Add +22.1% 19,020 $2.3M
CFC Planning Co LLC 2.45% — 19,010 $2.3M
Parallel Advisors, LLC 0.05% Add +27.2% 18,942 $2.3M
Summit Financial, LLC 0.08% Add +74.4% 18,731 $2.3M
GAM Holding AG 0.17% Add +86.0% 18,929 $2.3M
Procyon Advisors, LLC 0.14% Reduce -3.5% 18,826 $2.3M
Primecap Management Co. 0.00% Reduce -70.5% 18,800 $2.3M
Moors & Cabot, Inc. 0.11% Reduce -1.3% 18,755 $2.3M
Red Door Wealth Management, LLC 0.35% Add +5.5% 18,742 $2.3M
Crestwood Advisors Group, LLC 0.04% Add +2.8% 18,723 $2.3M
Kathmere Capital Management, LLC 0.20% Add +45.8% 18,699 $2.3M
Taylor Hoffman Capital Management LLC 0.81% No change 18,643 $2.2M
Elevation Point Wealth Partners, LLC 0.18% Add +3.7% 18,533 $2.2M
Intrust Bank NA 0.23% Add +1.4% 18,500 $2.2M
Wright Investors Service Inc. 0.72% Reduce -52.2% 18,495 $2.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.34% Reduce -2.2% 18,483 $2.2M
Sumitomo Life Insurance Co. 0.04% Reduce -2.1% 18,435 $2.2M
Independent Financial Group, LLC 0.07% Reduce -22.0% 18,396 $2.2M
Hardy Reed LLC 0.19% Add +0.1% 18,347 $2.2M
Meiji Yasuda Life Insurance Co 0.04% Add +4.9% 18,328 $2.2M
Burns J W & Co. Inc. 0.28% Reduce -2.2% 18,272 $2.2M
Kavar Capital Partners Group, LLC 0.37% No change 18,162 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -8.9% 18,126 $2.2M
Tandem Financial, LLC 2.34% — 17,838 $2.2M
Prospera Financial Services Inc 0.05% Add +7.6% 17,921 $2.2M
Trust Co. of Toledo NA 0.28% Reduce -1.1% 17,983 $2.2M
Capital City Trust Co. 0.54% Reduce -1.7% 17,927 $2.2M
Cortland Associates Inc. 0.24% Add +0.8% 17,779 $2.1M
Todd Asset Management LLC 0.05% No change 17,639 $2.1M
Hodges Capital Management Inc. 0.13% Reduce -25.4% 17,577 $2.1M
RKL Wealth Management LLC 0.19% New 17,538 $2.1M
First Nebraska Trust Co 0.20% No change 17,501 $2.1M
Keystone Financial Group 0.21% Add +3.9% 17,333 $2.1M
Independence Bank of Kentucky 0.32% Add +0.3% 17,461 $2.1M
Spire Wealth Management 0.07% Add +1.1% 17,446 $2.1M
Beaton Management Co. Inc. 1.06% No change 17,400 $2.1M
Rothschild Investment LLC 0.14% Add +0.6% 17,265 $2.1M
Lindbrook Capital, LLC 0.19% Add +0.8% 17,260 $2.1M
Nicholas Hoffman & Company, LLC. 0.08% Add +1.2% 17,153 $2.1M
44 Wealth Management LLC 0.79% Reduce -1.4% 17,118 $2.1M
Ballentine Partners, LLC 0.04% Add +11.1% 17,068 $2.1M
CoreCap Advisors, LLC 0.09% Reduce -3.1% 17,006 $2.0M
Dodge & Cox 0.00% No change 17,000 $2.0M
Stolper Co 0.68% Add +0.3% 16,940 $2.0M
Washington Trust Bank 0.20% Reduce -0.3% 16,928 $2.0M
Applied Capital LLC 1.60% Reduce -0.2% 16,907 $2.0M
Modern Wealth Management, LLC 0.08% Add +15.4% 16,899 $2.0M
Colonial River Investments, LLC 0.98% Add +3.5% 16,885 $2.0M
E Fund Management Co., Ltd. 0.10% Add +62.1% 16,882 $2.0M
Rockland Trust Co. 0.10% Reduce -3.7% 16,865 $2.0M
Brown Miller Wealth Management, LLC 0.78% Reduce -4.2% 16,853 $2.0M
Lee Financial Co 0.29% Reduce -1.6% 16,808 $2.0M
Tyche Wealth Partners LLC 0.43% Reduce -1.4% 16,816 $2.0M
Checchi Capital Advisers, LLC 0.15% Reduce -0.8% 16,755 $2.0M
Monetary Management Group Inc. 0.52% No change 16,725 $2.0M
Optimist Retirement Group LLC 0.95% Reduce -3.5% 16,717 $2.0M
Gifford Fong Associates 0.49% No change 16,700 $2.0M
Secure Asset Management, LLC 0.30% Add +8.3% 16,692 $2.0M
Wealthcare Advisory Partners LLC 0.06% Reduce -0.6% 16,615 $2.0M
Alpha DNA Investment Management LLC 1.09% Reduce -15.6% 16,538 $2.0M
Lombard Odier Asset Management (USA) Corp 0.87% New 16,500 $2.0M
St. Louis Trust Co 0.28% No change 16,500 $2.0M
Prime Capital Investment Advisors, LLC 0.03% Add +0.1% 16,477 $2.0M
Lynch & Associates 0.43% Add +1.3% 16,427 $2.0M
Symmetry Investments LP 0.12% New 16,338 $2.0M
Marex Group Ltd 0.03% Reduce -81.0% 16,281 $2.0M
Belpointe Asset Management LLC 0.12% Reduce -1.7% 15,890 $2.0M
Westbourne Investment Advisors, Inc. 0.67% No change 16,204 $1.9M
Raab & Moskowitz Asset Management LLC 0.48% No change 16,189 $1.9M
Montag A & Associates Inc. 0.09% Reduce -0.7% 16,017 $1.9M
Sanders Morris Harris LLC 0.29% No change 16,113 $1.9M
Arbor Capital Management Inc. 1.91% Reduce -7.8% 14,870 $1.9M
Strong Tower Advisory Services 0.50% Add +4.1% 16,037 $1.9M
Letson Investment Management, Inc. 0.78% No change 16,021 $1.9M
Mainstay Capital Management LLC 0.29% Add +1.2% 15,987 $1.9M
Smallwood Wealth Investment Management, LLC 1.32% Add +0.0% 15,959 $1.9M
Cigna Investments Inc. 0.34% Reduce -0.3% 15,955 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.94% No change 15,934 $1.9M
Prudent Man Advisors, LLC 0.70% Reduce -8.1% 15,903 $1.9M
Marcum Wealth, LLC 0.17% Reduce -0.1% 15,843 $1.9M
PARK CIRCLE Co 1.72% No change 15,745 $1.9M
RNC Capital Management LLC 0.10% Reduce -1.2% 15,672 $1.9M
Ameritas Investment Partners, Inc. 0.06% Reduce -3.7% 15,627 $1.9M
Meridian Wealth Management, LLC 0.09% Add +2.6% 15,624 $1.9M
Citizens Financial Group Inc. 0.04% Add +22.6% 15,592 $1.9M
One Capital Management, LLC 0.06% Reduce -0.3% 15,486 $1.9M
Banque Transatlantique SA 0.05% — 15,572 $1.9M
Matrix Private Capital Group LLC 1.05% No change 15,195 $1.8M
Redwood Investment Management, LLC 0.18% Reduce -3.8% 15,327 $1.8M
Jaffetilchin Investment Partners, LLC 0.13% Add +6.8% 15,297 $1.8M
111 Capital 0.39% — 15,276 $1.8M
Bluesphere Advisors LLC 0.90% Add +1.9% 15,262 $1.8M
Qtron Investments LLC 0.26% Reduce -5.0% 15,245 $1.8M
Berkeley Capital Partners, LLC 0.51% Reduce -5.5% 15,163 $1.8M
AssuredPartners Investment Advisors, LLC 0.36% — 15,161 $1.8M
Ostrum Asset Management 0.16% Reduce -52.5% 15,084 $1.8M
Level Four Advisory Services, LLC 0.07% Reduce -5.4% 15,037 $1.8M
Supplemental Annuity Collective Trust of NJ 0.53% No change 15,000 $1.8M
HF Advisory Group, LLC 0.83% Add +3.9% 14,998 $1.8M
Beacon Financial Group 0.19% Reduce -1.5% 14,932 $1.8M
Fairfield, Bush & Co. 1.06% Reduce -2.8% 14,909 $1.8M
GTS Securities LLC 0.09% Reduce -58.7% 14,900 $1.8M
Flow Traders U.S. LLC 0.07% New 14,874 $1.8M
Wedgewood Investors Inc. 2.11% Reduce -3.6% 14,872 $1.8M
TrinityPoint Wealth, LLC 0.25% Add +1.3% 14,831 $1.8M
Fisher Asset Management 0.00% Add +34.9% 14,802 $1.8M
Moneta Group Investment Advisors LLC 0.02% Add +32.5% 14,773 $1.8M
J.W. Cole Advisors, Inc. 0.07% Add +2.7% 14,625 $1.8M
First Hawaiian Bank 0.06% Reduce -4.8% 14,610 $1.8M
FLC Capital Advisors 0.40% No change 14,597 $1.8M
Doheny Asset Management 1.31% Add +79.9% 14,530 $1.7M
Spinnaker Trust 0.11% Reduce -8.5% 14,524 $1.7M
Dudley Capital Management, LLC 0.89% Reduce -0.3% 14,509 $1.7M
Alaethes Wealth, LLC 0.62% Add +5.0% 14,333 $1.7M
Shayne & Jacobs, LLC 0.46% No change 14,488 $1.7M
American Century Companies Inc. 0.00% Add +37.4% 14,425 $1.7M
Confluence Wealth Services, Inc. 0.11% Reduce -6.3% 13,833 $1.7M
Berkshire Asset Management LLC 0.08% Add +2.2% 13,619 $1.7M
AMG National Trust Bank 0.05% Reduce -2.7% 14,308 $1.7M
Quadrant Capital Group LLC 0.12% Add +1.2% 14,270 $1.7M
Chickasaw Capital Management LLC 0.07% No change 14,175 $1.7M
Catalyst Financial Partners LLC 0.32% Add +1.6% 14,166 $1.7M
GAMCO Investors 0.02% Reduce -1.7% 14,160 $1.7M
Wbi Investments, LLC 0.43% Add +81.9% 14,144 $1.7M
Profund Advisors LLC 0.06% Reduce -14.1% 14,106 $1.7M
Mayflower Financial Advisors, LLC 0.25% Add +1.3% 14,105 $1.7M
Perigon Wealth Management, LLC 0.04% Add +17.8% 14,027 $1.7M
SevenBridge Financial Group, LLC 0.32% Reduce -0.3% 11,350 $1.7M
Evergreen Capital Management LLC 0.05% Reduce -1.9% 13,752 $1.7M
Pension & Wealth Management Advisors, Inc. 0.67% Add +27710.0% 13,905 $1.7M
Mystic Asset Management, Inc. 0.45% Reduce -2.7% 13,879 $1.7M
Lebenthal Global Advisors, LLC 0.30% Add +3.4% 13,768 $1.7M
Tandem Capital Management Corp. 0.89% Reduce -1.6% 13,756 $1.7M
Allegheny Financial Group 0.42% Add +13.5% 13,697 $1.6M
Thoroughbred Financial Services, LLC 0.10% Add +89.7% 13,647 $1.6M
RFG Advisory, LLC 0.05% Add +22.1% 13,625 $1.6M
Accretive Wealth Partners, LLC 0.70% Reduce -0.8% 13,615 $1.6M
Waldron Private Wealth LLC 0.07% Add +0.4% 13,588 $1.6M
Stonegate Investment Group, LLC 0.04% Add +5.4% 13,565 $1.6M
Bath Savings Trust Co 0.17% Add +1.5% 13,515 $1.6M
Waterfront Wealth Inc. 0.39% Add +2.8% 13,344 $1.6M
Nicolet Advisory Services, LLC 0.15% Add +1.8% 13,530 $1.6M
Fortem Financial Group, LLC 0.61% Add +0.7% 13,152 $1.6M
Cozad Asset Management Inc. 0.15% No change 13,152 $1.6M
Gilliland Jeter Wealth Management LLC 0.53% Reduce -8.7% 13,113 $1.6M
Axecap Investments, LLC 1.19% Add +376.2% 13,101 $1.6M
Unique Wealth Strategies, LLC 0.69% Reduce -2.9% 13,085 $1.6M
Abc Arbitrage SA 0.23% — 13,048 $1.6M
Thompson Siegel & Walmsley LLC 0.02% Reduce -1.4% 13,044 $1.6M
North Star Investment Management Corp. 0.11% Reduce -0.2% 13,031 $1.6M
Hendley & Co. Inc. 0.55% Reduce -1.3% 13,025 $1.6M
Fortune Financial Advisors, LLC 1.42% Add +3.2% 13,012 $1.6M
Managed Asset Portfolios, LLC 0.23% Reduce -17.4% 12,913 $1.6M
Chicago Partners Investment Group LLC 0.05% Add +50.1% 12,718 $1.5M
Trust Co. of Vermont 0.08% Reduce -12.7% 12,869 $1.5M
Forum Financial Management, LP 0.03% Add +21.0% 12,856 $1.5M
MIdWestOne Financial Group, Inc. 0.22% No change 12,855 $1.5M
X-Square Capital, LLC 0.64% Reduce -1.0% 12,840 $1.5M
Centaurus Financial, Inc. 0.09% Add +12.0% 12,838 $1.5M
Mather Group, Llc. 0.02% Add +5.3% 12,801 $1.5M
Financial Advocates Investment Management 0.09% Reduce -5.0% 12,793 $1.5M
Amica Retiree Medical Trust 1.46% Reduce -17.3% 12,769 $1.5M
Carrera Capital Advisors 0.36% Reduce -41.9% 12,608 $1.5M
Equitable Trust Co. 0.09% Reduce -10.2% 12,734 $1.5M
Community Bank & Trust, Waco, Texas 0.35% Reduce -1.0% 12,712 $1.5M
Plan Group Financial, LLC 0.81% Add +8.3% 12,704 $1.5M
Stratos Wealth Advisors, LLC 0.07% Reduce -8.5% 12,703 $1.5M
Colonial Trust Co / SC 0.23% Add +9.2% 12,697 $1.5M
Marino, Stram & Associates LLC 0.34% Add +1.8% 12,687 $1.5M
Everett Harris & Co. 0.02% Add +0.3% 12,676 $1.5M
Retirement Planning Co of New England, Inc. 0.74% Add +0.3% 12,669 $1.5M
Farringdon Capital, Ltd. 0.63% — 12,649 $1.5M
Ausdal Financial Partners, Inc. 0.13% Add +7.4% 12,635 $1.5M
Hexagon Capital Partners LLC 0.28% Add +3.3% 12,585 $1.5M
Mitchell Sinkler & Starr 0.40% No change 12,580 $1.5M
Donoghue Forlines LLC 0.50% New 12,540 $1.5M
Smithfield Trust Co 0.07% Reduce -0.7% 12,525 $1.5M
Tevis Investment Management 1.11% No change 12,320 $1.5M
Harbour Investments, Inc. 0.04% Add +5.1% 12,410 $1.5M
Wrapmanager Inc. 0.38% Reduce -11.3% 12,400 $1.5M
Portfolio Design Labs, LLC 0.30% Add +34.8% 12,347 $1.5M
Parkside Financial Bank & Trust 0.20% Add +17.4% 12,305 $1.5M
Simmons Bank 0.11% No change 12,297 $1.5M
RB Capital Management, LLC 0.36% Reduce -0.4% 12,273 $1.5M
Kessler Investment Group, LLC 0.70% Reduce -3.9% 12,268 $1.5M
Icon Wealth Advisors, LLC 0.12% Reduce -6.7% 12,266 $1.5M
Towne Trust Company, N.A 0.52% No change 12,260 $1.5M
Elevated Capital Advisors, LLC 0.40% Add +0.3% 12,251 $1.5M
Heritage Wealth Management, Inc. 0.49% Add +0.0% 12,173 $1.5M
Koshinski Asset Management, Inc. 0.13% Reduce -1.4% 12,172 $1.5M
Cornerstone Wealth Management, LLC 0.10% Add +2.2% 12,167 $1.5M
Charter Research & Investment Group, Inc. 1.11% Reduce -1.5% 12,083 $1.5M
CSU Producer Resources, Inc. 4.76% No change 12,000 $1.4M
White Lighthouse Investment Management Inc. 0.25% No change 11,999 $1.4M
Mogy Joel R Investment Counsel Inc. 0.09% No change 11,975 $1.4M
Baillie Gifford & Co. 0.00% Reduce -12.4% 11,922 $1.4M
CW Advisors, LLC 0.02% Add +16.1% 11,875 $1.4M
Westmount Partners, LLC 0.43% Add +1.1% 11,866 $1.4M
Exchange Bank 1.14% Add +2.8% 11,830 $1.4M
AlphaQuest LLC 0.19% Reduce -46.2% 11,830 $1.4M
Avantax Planning Partners, Inc. 0.05% Add +8.1% 11,778 $1.4M
KLCM Advisors, Inc. 0.16% Reduce -15.5% 11,772 $1.4M
Kestra Investment Management, LLC 0.06% Add +518.4% 11,744 $1.4M
Cornercap Investment Counsel Inc. 0.46% Reduce -4.0% 11,741 $1.4M
Tompkins Financial Corp. 0.13% Add +72.4% 11,688 $1.4M
Leavell Investment Management, Inc. 0.07% Add +8.5% 11,505 $1.4M
Elevate Capital Advisors, LLC 1.23% — 11,613 $1.4M
Blueprint Investment Partners LLC 0.22% Add +110.3% 11,602 $1.4M
Simon Quick Advisors, LLC 0.08% Add +3.9% 11,588 $1.4M
Wellington Shields Capital Management, LLC 0.25% Reduce -25.8% 11,539 $1.4M
Trust Point Inc. 0.10% Add +14.6% 11,527 $1.4M
HighVista Strategies LLC 0.51% Add +5.5% 11,500 $1.4M
Graypoint LLC 0.08% Add +1.4% 11,479 $1.4M
Everhart Financial Group, Inc. 0.28% Add +8.8% 11,469 $1.4M
Zhang Financial LLC 0.08% No change 11,467 $1.4M
Continuum Advisory, LLC 0.17% Add +2.4% 11,300 $1.4M
Syon Capital LLC 0.12% Reduce -1.2% 11,272 $1.4M
Monarch Capital Management Inc. 0.37% No change 11,148 $1.4M
Valicenti Advisory Services Inc. 0.34% Add +0.4% 11,262 $1.4M
Brevan Howard Capital Management LP 0.03% Reduce -82.3% 11,233 $1.4M
Wendell David Associates Inc. 0.13% No change 11,207 $1.3M
Infrastructure Capital Advisors, LLC 0.23% New 11,196 $1.3M
Cobblestone Asset Management LLC 0.88% No change 11,191 $1.3M
Sonora Investment Management Group, LLC 0.10% Reduce -4.2% 11,172 $1.3M
Rwa Wealth Partners, LLC 0.02% Add +2.7% 11,172 $1.3M
Alkeme Wealth, LLC 0.61% Add +1.8% 11,106 $1.3M
Fiduciary Group, LLC 0.13% Add +1.5% 11,097 $1.3M
GeoWealth Management, LLC 0.04% Add +27.4% 11,080 $1.3M
Whalerock Point Partners, LLC 0.32% Add +1.8% 11,066 $1.3M
St. Nicholas Private Asset Management, Inc. 1.19% — 11,058 $1.3M
United Advisor Group, LLC 0.26% Reduce -3.4% 11,025 $1.3M
Verity Asset Management, Inc. 0.75% Reduce -54.9% 12,851 $1.3M
Trivium Point Advisory, LLC 0.17% Add +5.7% 11,009 $1.3M
Dark Forest Capital Management LP 0.19% Reduce -6.1% 10,977 $1.3M
Smartleaf Asset Management LLC 0.13% Add +31.4% 11,002 $1.3M
Legacy Capital Wealth Partners, LLC 0.33% Add +19.2% 10,929 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Reduce -6.6% 10,909 $1.3M
Fire Capital Management LLC 0.98% — 10,900 $1.3M
Signature Wealth Management Partners, LLC 0.90% Add +29.9% 10,862 $1.3M
Keystone Financial Services 0.50% Add +3.5% 10,783 $1.3M
Cheviot Value Management, LLC 0.25% Reduce -0.4% 10,778 $1.3M
Cardiff Park Advisors, LLC 0.12% Reduce -21.4% 10,753 $1.3M
Capital Analysts, LLC 0.05% Add +28.8% 10,732 $1.3M
Summit Securities Group LLC 0.48% Add +127.7% 10,700 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Add +18.1% 10,689 $1.3M
Wedbush Securities Inc. 0.05% Reduce -8.8% 10,685 $1.3M
Cidel Asset Management Inc. 0.09% Reduce -2.8% 10,673 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +39.3% 10,641 $1.3M
Palisade Capital Management, LP 0.04% No change 10,625 $1.3M
Excalibur Management Corp. 0.51% Reduce -0.3% 10,597 $1.3M
Neville Rodie & Shaw Inc. 0.09% No change 10,580 $1.3M
Wealth Group, Ltd. 0.82% Add +3.6% 10,561 $1.3M
AlTi Global, Inc. 0.03% Add +0.5% 10,444 $1.3M
First Business Financial Services, Inc. 0.12% Reduce -0.5% 10,487 $1.3M
Balentine LLC 0.05% Reduce -38.5% 10,469 $1.3M
Gsa Capital Partners LLP 0.09% Add +69.3% 10,444 $1.3M
Castleview Partners, LLC 0.68% Add +2.2% 10,358 $1.3M
Howard Capital Management, LLC 0.02% Add +5.4% 10,406 $1.3M
Hartford Funds Management Co LLC 0.11% Add +4.2% 10,386 $1.3M
Arete Wealth Advisors, LLC 0.09% Add +7.0% 10,370 $1.2M
Richard W. Paul & Associates, LLC 0.45% Reduce -3.8% 10,361 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Reduce -8.8% 10,352 $1.2M
CNB Bank 0.58% Reduce -8.7% 10,322 $1.2M
Spirit of America Management Corp. 0.25% No change 10,300 $1.2M
First Commonwealth Financial Corp 0.29% Add +4.4% 10,296 $1.2M
Parvin Asset Management, LLC 1.33% — 10,265 $1.2M
Gibbs Wealth Management 0.34% Add +21.9% 10,262 $1.2M
Wulff, Hansen & Co. 1.17% Add +0.8% 10,260 $1.2M
C2C Wealth Management, LLC 1.14% No change 10,258 $1.2M
Pittenger & Anderson Inc. 0.04% No change 10,250 $1.2M
Savvy Advisors, Inc. 0.15% Add +84.0% 10,245 $1.2M
United Community Bank 0.48% Reduce -3.6% 10,238 $1.2M
Ashton Thomas Securities, LLC 0.34% Add +25.8% 10,215 $1.2M
Disciplined Equity Management, Inc. 0.80% No change 10,210 $1.2M
Crawford Fund Management, LLC 0.82% No change 10,200 $1.2M
Fullcircle Wealth LLC 0.50% Reduce -3.7% 8,187 $1.2M
Ignite Planners, LLC 0.27% Add +0.3% 10,002 $1.2M
Klingenstein Fields & Co. LP 0.05% Add +0.0% 10,140 $1.2M
Aureus Asset Management, LLC 0.08% No change 10,091 $1.2M
Good Life Advisors, LLC 0.09% Reduce -17.1% 10,059 $1.2M
American Financial & Tax Strategies Inc. 0.63% No change 10,059 $1.2M
Gilbert & Cook, Inc. 0.17% Reduce -1.0% 10,054 $1.2M
Exencial Wealth Advisors, LLC 0.04% Add +0.9% 10,053 $1.2M
Cravens & Co Advisors, LLC 0.92% Add +0.7% 10,052 $1.2M
Forthright Family Wealth Advisory LLC 0.79% Reduce -0.5% 10,052 $1.2M
SVB Wealth LLC 0.02% New 10,032 $1.2M
Rehmann Capital Advisory Group 0.08% Add +3.9% 10,009 $1.2M
Militia Capital Partners, LP 1.15% — 10,000 $1.2M
Pilgrim Partners Asia Pte Ltd 1.05% — 10,000 $1.2M
Knoll Capital Management, LLC 0.77% No change 10,000 $1.2M
Arnhold LLC 0.12% No change 10,000 $1.2M
Boston Family Office LLC 0.08% Reduce -4.8% 9,984 $1.2M
Integrated Advisors Network LLC 0.06% Reduce -4.5% 9,982 $1.2M
Steamboat Capital Partners, LLC 0.37% New 9,961 $1.2M
Accurate Wealth Management, LLC 0.23% Add +4.1% 10,181 $1.2M
Wallace Advisory Group, LLC 0.83% Reduce -12.2% 9,840 $1.2M
Alliance Wealth Advisors, LLC 0.68% Reduce -1.1% 9,901 $1.2M
Compound Planning, Inc. 0.06% Add +9.2% 9,830 $1.2M
Clear Creek Financial Management, LLC 0.13% Add +0.0% 9,801 $1.2M
Mission Wealth Management, LP 0.03% Reduce -0.7% 9,795 $1.2M
Aspire Private Capital, LLC 0.29% Add +2.6% 9,792 $1.2M
Avior Wealth Management, LLC 0.04% Add +2.9% 9,777 $1.2M
Whitener Capital Management, Inc. 0.33% Reduce -0.9% 9,750 $1.2M
Callahan Advisors, LLC 0.11% Add +153.8% 9,734 $1.2M
Planning Alternatives Ltd. 0.18% No change 9,717 $1.2M
Titleist Asset Management, LLC 0.13% Reduce -7.6% 9,715 $1.2M
Fourpath Capital Management, LLC 0.22% Reduce -12.5% 9,709 $1.2M
VAUGHAN & Co SECURITIES, INC. 0.70% Reduce -3.0% 9,658 $1.2M
Smith, Moore & Co. 0.11% Add +0.0% 9,643 $1.2M
Siemens Fonds Invest GmbH 0.12% No change 9,636 $1.2M
Galvin, Gaustad & Stein, LLC 0.10% Reduce -11.2% 9,585 $1.2M
Onyx Bridge Wealth Group LLC 0.17% Reduce -0.9% 9,568 $1.2M
Oak Hill Wealth Advisors, LLC 0.27% — 9,563 $1.2M
New Century Financial Group, LLC 0.49% Reduce -9.4% 9,430 $1.2M
DDFG, Inc 0.33% Reduce -0.1% 9,552 $1.1M
Carolinas Wealth Consulting LLC 0.23% Reduce -10.5% 9,440 $1.1M
YANKCOM Partnership 0.61% — 9,526 $1.1M
Larson Financial Group LLC 0.06% Add +4.5% 9,513 $1.1M
Schnieders Capital Management LLC 0.23% Add +59.9% 9,475 $1.1M
Moloney Securities Asset Management, LLC 0.15% Reduce -2.8% 9,468 $1.1M
Affinity Investment Advisors, LLC 0.94% Reduce -10.1% 9,419 $1.1M
R.m.sincerbeaux Capital Management LLC 0.68% Reduce -0.7% 9,383 $1.1M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -8.4% 9,268 $1.1M
Bogart Wealth, LLC 0.05% Add +1.6% 9,366 $1.1M
J. Goldman & Co LP 0.04% Add +291.9% 9,304 $1.1M
Kimelman & Baird, LLC 0.09% No change 9,293 $1.1M
Farmers & Merchants Investments Inc. 0.04% No change 9,270 $1.1M
Paragon Financial Partners, Inc. 0.84% Reduce -47.4% 9,268 $1.1M
GoalVest Advisory LLC 0.30% Reduce -5.8% 9,238 $1.1M
Shelton Capital Management 0.03% Reduce -1.8% 9,218 $1.1M
Fidelis Capital Partners, LLC 0.11% Reduce -7.9% 8,475 $1.1M
Harvey Investment Co. LLC 0.13% No change 9,182 $1.1M
Kings Path Partners LLC 0.47% No change 9,131 $1.1M
Flputnam Investment Management Co. 0.02% Add +1.2% 9,123 $1.1M
Okabena Investment Services Inc. 0.30% Reduce -6.8% 9,116 $1.1M
Moore Capital Management, LP 0.02% New 9,114 $1.1M
Northwest Bancshares, Inc. 0.20% Reduce -9.6% 9,038 $1.1M
International Assets Investment Management, LLC 0.09% Add +8.2% 8,911 $1.1M
New Age Alpha Advisors, LLC 0.04% Add +5605.1% 8,957 $1.1M
Foster Group, Inc. 0.04% Add +0.2% 8,891 $1.1M
MTM Investment Management, LLC 0.41% Reduce -1.1% 8,878 $1.1M
Fee-Only Financial Planning, L.C. 0.69% No change 8,876 $1.1M
Quadcap Wealth Management, LLC 0.16% Reduce -2.0% 8,863 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.26% Add +3.5% 8,859 $1.1M
Erste Asset Management GmbH 0.01% No change 8,875 $1.1M
D'Orazio & Associates, Inc. 0.16% Add +3.5% 8,840 $1.1M
Legacy Financial Advisors, Inc. 0.18% Add +18.4% 8,832 $1.1M
Vest Financial, LLC 0.02% Add +13.4% 8,828 $1.1M
Royal Fund Management, LLC 0.12% Reduce -47.5% 8,792 $1.1M
Dover Advisors, LLC 0.61% Add +6.9% 8,805 $1.1M
Salvus Wealth Management, LLC 0.67% Add +0.5% 8,773 $1.1M
Cassaday & Co Wealth Management LLC 0.03% Add +2.1% 8,754 $1.1M
Clarius Group, LLC 0.07% Add +0.3% 8,729 $1.1M
LVW Advisors, LLC 0.13% Add +55.8% 8,691 $1.0M
Longfellow Investment Management Co. LLC 0.27% Reduce -6.0% 8,682 $1.0M
Chemung Canal Trust Co. 0.22% No change 8,642 $1.0M
Walter & Keenan Wealth Management LLC /in/ 0.31% Reduce -0.6% 8,622 $1.0M
IFG Advisors, LLC 0.21% Add +11.2% 8,620 $1.0M
CWS Financial Advisors, LLC 0.34% Add +0.1% 8,614 $1.0M
Lake Street Advisors Group, LLC 0.05% Add +9.3% 8,491 $1.0M
Phil A. Younker & Associates, Ltd. 1.03% — 8,583 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.22% Reduce -19.3% 8,560 $1.0M
Hendershot Investments Inc. 0.14% No change 8,560 $1.0M
Aljian Capital Management, LLC 0.22% Add +0.2% 8,539 $1.0M
Brighton Jones LLC 0.03% Add +31.1% 8,531 $1.0M
CX Institutional 0.04% Add +12.7% 8,520 $1.0M
Ingalls & Snyder LLC 0.04% Add +6.9% 8,510 $1.0M
Shay Capital LLC 0.25% New 8,500 $1.0M
Luts & Greenleigh Group, Inc. 1.01% Add +0.6% 8,497 $1.0M
Southland Equity Partners LLC 0.24% Add +31.1% 8,486 $1.0M
Patriot Investment Management Group, Inc. 0.08% Add +3.2% 8,473 $1.0M
Steph & Co. 0.34% Reduce -7.3% 8,467 $1.0M
Convergence Investment Partners, LLC 0.23% Reduce -1.0% 8,442 $1.0M
Compagnie Lombard Odier SCmA 0.01% Reduce -83.0% 8,410 $1.0M
Sherbrooke Park Advisers LLC 0.32% Reduce -24.6% 8,385 $1.0M
AA Financial Advisors, LLC 0.27% Reduce -3.0% 8,366 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -2.0% 8,363 $1.0M
Grove Bank & Trust 0.14% Add +0.8% 8,339 $1.0M
Patten & Patten Inc. 0.07% Reduce -1.3% 8,306 $1000K
Asset Advisors Investment Management, LLC 0.10% No change 8,300 $999K
Chilton Capital Management LLC 0.04% Add +0.7% 8,295 $998K
Franklin Street Advisors Inc. 0.07% Add +7.7% 8,289 $998K
LMCG Investments, LLC 0.06% Reduce -0.5% 8,282 $997K
Ipswich Investment Management Co., Inc. 0.24% Reduce -0.1% 8,275 $996K
Holland Advisory Services, Inc. 1.30% Add +0.1% 8,253 $993K
Allen Mooney & Barnes Investment Advisors LLC 0.17% Add +0.8% 8,247 $992K
Formidable Asset Management, LLC 0.16% Add +0.1% 8,242 $992K
Kapstone Financial Advisors LLC 0.53% Add +0.1% 7,640 $990K
Choate Investment Advisors 0.02% Add +122.2% 8,214 $989K
Jamison Private Wealth Management, Inc. 0.15% Add +67.3% 8,209 $988K
Paradigm Asset Management Co. LLC 0.27% Reduce -68.7% 8,200 $987K
Physicians Financial Services, Inc. 0.30% Add +0.6% 8,144 $980K
Campbell Deegan Wealth Management, LLC 1.18% — 8,138 $979K
Cornerstone Advisory, LLC 0.11% Reduce -1.1% 6,501 $978K
Ranch Capital Advisors Inc. 0.46% Add +0.1% 8,034 $974K
Insigneo Advisory Services, LLC 0.10% Reduce -38.7% 8,085 $973K
Joel Isaacson & Co., LLC 0.04% Add +2.2% 8,083 $973K
Kovack Advisors, Inc. 0.10% Add +15.1% 8,074 $972K
Brass Tax Wealth Management, Inc. 0.20% Add +2.4% 8,054 $969K
Cooper Financial Group 0.12% Add +14.3% 8,042 $968K
DRW Securities, LLC 0.07% New 8,048 $967K
Robertson Stephens Wealth Management, LLC 0.03% Add +128.7% 7,938 $966K
CVA Family Office, LLC 0.15% Add +4.8% 8,023 $966K
L.M. Kohn & Company 0.25% Reduce -18.4% 8,022 $965K
Platform Technology Partners 0.29% Add +8.5% 8,003 $963K
Seneca House Advisors 0.38% Add +0.7% 7,979 $960K
Northstar Financial Companies, Inc. 0.91% — 7,952 $957K
Leonteq Securities AG 0.09% Add +28.9% 7,932 $955K
Bingham Private Wealth, LLC 1.02% — 7,930 $954K
High Net Worth Advisory Group LLC 0.27% No change 7,926 $954K
Veltria Advisors Corp. 0.40% Add +1.4% 7,889 $949K
GM Advisory Group, LLC 0.05% Add +23.7% 7,889 $949K
Herold Advisors, Inc. 0.21% Add +1.4% 7,886 $949K
McElhenny Sheffield Capital Management, LLC 0.32% Add +0.2% 7,848 $945K
Romano Brothers and Company 0.12% Reduce -2.0% 7,838 $943K
Rahlfs Capital, LLC 0.93% — 7,829 $942K
Cary Street Partners Financial LLC 0.03% — 7,826 $942K
James J. Burns & Company, LLC 0.16% Add +112.2% 7,822 $941K
Tocqueville Asset Management L.P. 0.01% Reduce -0.0% 7,810 $940K
Tranquilli Financial Advisor LLC 0.59% Reduce -1.3% 7,805 $939K
China Universal Asset Management Co., Ltd. 0.09% Add +37.8% 7,698 $936K
Strategic Blueprint, LLC 0.06% Add +1.0% 7,763 $934K
Park National Corp. 0.03% Reduce -22.3% 7,716 $929K
SIMA Wealth Partners, LLC 0.79% Add +473.6% 7,686 $925K
Covey Capital Advisors, LLC 1.05% Add +32.3% 7,677 $924K
Game Plan Financial Advisors, LLC 0.49% Add +80.9% 7,660 $922K
Montecito Bank & Trust 0.16% No change 7,657 $922K
Pine Valley Investments Ltd Liability Co 0.06% Reduce -67.5% 7,611 $919K
Keystone Wealth Services, LLC 0.24% Add +0.0% 7,606 $915K
Claro Advisors Inc. 0.12% Add +6.4% 7,598 $914K
Pinnacle Wealth Planning Services, Inc. 0.14% Reduce -21.5% 7,594 $914K
New Hampshire Trust 0.19% Reduce -2.0% 7,564 $910K
Viawealth, LLC 0.55% Reduce -8.5% 7,563 $910K
Stablepoint Partners, LLC 0.17% No change 7,554 $909K
Sienna Gestion 0.06% No change 7,537 $907K
Paradigm Capital Management, LLC 0.85% Add +0.3% 7,479 $901K
WASHINGTON TRUST Co 0.03% Add +4.0% 7,479 $900K
Premier Fund Managers Ltd 0.03% Reduce -87.3% 7,500 $900K
NorthStar Asset Management LLC 0.57% Add +0.1% 7,476 $900K
Walker Asset Management, LLC 0.55% Reduce -4.0% 7,472 $899K
Vontobel Holding Ltd. 0.00% Reduce -4.9% 7,445 $896K
ICW Investment Advisors LLC 0.37% Reduce -3.9% 7,433 $895K
First National Bank & Trust Co. of Newtown 0.19% Reduce -5.9% 7,420 $893K
Vista Investment Partners LLC 0.28% Reduce -17.8% 7,418 $893K
Triangle Securities Wealth Management 0.23% Reduce -1.5% 7,397 $890K
Kanawha Capital Management LLC 0.07% Reduce -9.3% 7,395 $890K
Cypress Wealth Services, LLC 0.18% Add +9.5% 7,391 $889K
Transcend Capital Advisors, LLC 0.06% Reduce -11.9% 7,385 $889K
Aaron Wealth Advisors LLC 0.10% Add +15.4% 7,384 $889K
Brooklyn Investment Group 0.26% Add +8.3% 7,377 $888K
Stevens Capital Management LP 0.36% Reduce -17.6% 7,373 $887K
Bar Harbor Wealth Management 0.06% Add +87.9% 7,309 $880K
Yacktman Asset Management 0.01% No change 7,301 $879K
Ervin Investment Management, LLC 0.57% No change 7,294 $878K
PBMares Wealth Management LLC 0.18% Reduce -7.6% 7,250 $872K
Sage Mountain Advisors LLC 0.06% Add +9.9% 7,245 $872K
McDonald Partners LLC 0.22% Add +2.1% 7,203 $867K
Bill Few Associates, Inc. 0.30% Reduce -2.6% 7,168 $863K
Gilder Gagnon Howe & Co. LLC 0.01% Reduce -0.4% 7,168 $863K
Bank of New Hampshire 0.22% No change 7,125 $857K
Thrive Wealth Management, LLC 0.15% Reduce -2.1% 7,090 $853K
San Luis Wealth Advisors LLC 0.16% Add +14.2% 7,055 $849K
Tradewinds, LLC. 0.24% Reduce -2.9% 5,740 $849K
Next Capital Management LLC 0.35% Reduce -8.2% 7,038 $847K
EverSource Wealth Advisors, LLC 0.05% Reduce -2.1% 7,033 $846K
Pinion Investment Advisors, LLC 0.34% Reduce -2.8% 7,030 $846K
Bank of Hawaii 0.05% Reduce -11.6% 7,029 $846K
Souders Financial Advisors 0.12% Add +18.1% 7,027 $846K
Wellington Shields & Co., LLC 0.26% No change 7,000 $842K
Duncker Streett & Co. Inc. 0.16% Add +0.1% 6,995 $842K
LRI Investments, LLC 0.08% No change 6,990 $841K
Nicholas Wealth, LLC. 0.46% Add +17.8% 7,155 $841K
First Western Trust Bank 0.04% Add +1.2% 6,985 $841K
Alliance Wealth Advisors, LLC 0.22% Reduce -0.4% 6,962 $838K
McBroom & Associates, LLC 0.47% Add +20.6% 6,946 $836K
Plancorp, LLC 0.03% Add +9.3% 6,943 $836K
Kolinsky Wealth Management, LLC 0.51% Add +0.1% 6,938 $835K
Capital Advisors Inc. 0.02% Add +8.0% 6,910 $832K
Cherokee Insurance Co 0.38% — 6,900 $830K
O'Keefe Stevens Advisory, Inc. 0.26% Add +23.6% 6,887 $829K
TBH Global Asset Management, LLC 0.20% Add +0.1% 6,871 $827K
Relyea Zuckerberg Hanson LLC 0.11% Add +112.5% 6,852 $825K
State of Wyoming 0.11% Add +557.4% 6,850 $824K
Bridgefront Capital, LLC 0.28% Add +87.8% 6,797 $818K
Valley National Advisers Inc. 0.15% Add +4.9% 6,801 $818K
LSV Asset Management 0.00% Add +41.7% 6,800 $818K
Alpha Omega Wealth Management LLC 0.15% Reduce -0.7% 6,785 $817K
Park Place Capital Corp 0.23% Reduce -9.1% 6,765 $814K
Kingswood Wealth Advisors, LLC 0.06% Reduce -64.8% 6,674 $803K
Woodard & Co. Asset Management Group Inc. 0.17% No change 6,663 $802K
Adams Wealth Management 0.15% Add +11.1% 6,645 $800K
CacheTech Inc. 0.15% Add +11.1% 6,645 $800K
Keynote Financial Services LLC 0.62% Reduce -1.5% 6,645 $800K
Personal Cfo Solutions, LLC 0.16% Add +2.1% 6,637 $799K
Net Worth Advisory Group 0.24% Add +1.2% 6,625 $797K
Cyndeo Wealth Partners, LLC 0.05% Reduce -1.9% 6,616 $796K
Ancora Advisors LLC 0.02% Add +0.4% 6,591 $793K
Davis R M Inc. 0.02% Add +19.4% 6,575 $791K
Manchester Capital Management LLC 0.09% No change 6,532 $786K
Angeles Wealth Management, LLC 0.06% Add +13.0% 6,526 $785K
Probity Advisors, Inc. 0.15% Reduce -8.1% 6,523 $785K
Taurus Asset Management, LLC 0.08% Reduce -0.2% 6,506 $783K
Verus Capital Partners, LLC 0.07% Add +16.5% 6,506 $783K
1900 Wealth Management LLC 0.07% Add +0.1% 6,505 $783K
Sompo Asset Management Co., Ltd. 0.13% Reduce -13.1% 6,490 $781K
Grandfield & Dodd, LLC 0.05% No change 6,484 $780K
Sentry Investment Management LLC 0.37% Reduce -14.0% 6,471 $779K
WP Advisors, LLC 0.26% Reduce -0.1% 6,450 $776K
Cambria Investment Management, L.P. 0.05% No change 6,445 $776K
Chesley Taft & Associates LLC 0.04% Add +79.1% 6,430 $774K
Fishman Jay A Ltd. 0.07% No change 6,427 $773K
Monument Capital Management 0.21% Add +103.0% 6,419 $773K
Granite Investment Partners, LLC 0.03% Add +2.4% 6,399 $770K
Wagner Wealth Management, LLC 0.20% Add +6.3% 6,392 $769K
VestGen Investment Management 0.21% Add +9.1% 6,389 $769K
Marshall Financial Group, LLC 0.19% Add +4.9% 6,385 $768K
NFSG Corp 0.20% New 6,376 $767K
Tanaka Capital Management Inc. 1.75% Reduce -0.4% 6,361 $766K
Plimoth Trust Co. LLC 0.20% Reduce -0.2% 6,360 $765K
GWN Securities Inc. 0.20% — 6,038 $765K
Delta Asset Management LLC 0.07% Reduce -0.4% 6,351 $764K
HCR Wealth Advisors 0.10% Add +0.3% 6,341 $763K
Prossimo Advisors, LLC 0.55% Add +0.2% 6,341 $763K
FourThought Financial Partners, LLC 0.08% New 6,318 $760K
Crux Wealth Advisors 0.42% — 6,316 $760K
Cary Street Partners Investment Advisory LLC 0.50% Reduce -54.8% 6,293 $757K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +13.1% 6,288 $757K
McGowan Group Asset Management, Inc. 0.10% Add +0.0% 6,279 $756K
Eisler Capital Management Ltd. 0.03% — 6,239 $756K
Permit Capital, LLC 0.26% No change 6,276 $755K
Allred Capital Management, LLC 0.29% Reduce -0.6% 6,270 $755K
Ellis Investment Partners, LLC 0.15% Add +0.5% 6,263 $754K
Wambolt & Associates, LLC 0.24% Reduce -10.3% 6,234 $750K
Manske Wealth Management 0.30% — 6,206 $747K
Bouchey Financial Group, Ltd. 0.07% Add +1.8% 6,182 $746K
First City Capital Management, Inc. 0.40% Add +12.0% 6,188 $745K
Taika Capital, LP 0.57% New 6,186 $744K
Harvest Fund Management Co., Ltd 0.03% Add +110.8% 6,184 $744K
Harbor Investment Advisory, LLC 0.07% Reduce -4.7% 6,167 $742K
Heritage Trust Co 0.09% — 6,151 $740K
J. Safra Sarasin Holding AG 0.01% No change 6,144 $739K
ORG Partners LLC 0.10% Reduce -1.0% 6,138 $739K
MADDEN SECURITIES Corp 0.30% No change 6,136 $738K
VeraBank, N.A. 0.21% Reduce -4.1% 6,123 $737K
Burford Brothers, Inc. 0.36% Add +7.0% 6,123 $737K
Northeast Investment Management 0.03% No change 6,123 $737K
Advisor OS, LLC 0.09% Add +6.0% 6,107 $735K
Premier Path Wealth Partners, LLC 0.11% Add +0.6% 6,097 $734K
RFP Financial Group LLC 0.29% Reduce -49.5% 6,083 $732K
Centennial Bank 0.34% No change 6,070 $731K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 6,087 $731K
Hillsdale Investment Management Inc. 0.04% Add +91.1% 6,061 $729K
Astoria Portfolio Advisors LLC. 0.26% Add +1.8% 6,150 $729K
Wealth Architects, LLC 0.08% Reduce -0.8% 6,053 $729K
Bedel Financial Consulting, Inc. 0.10% Reduce -2.1% 5,560 $728K
Westpac Banking Corp. 0.05% New 6,049 $728K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -27.5% 6,024 $725K
Financial Advisors Network, Inc. 0.12% — 6,023 $725K
Brooks, Moore & Associates, Inc. 0.43% Reduce -3.2% 6,010 $723K
Uniting Wealth Partners, LLC 0.35% — 6,002 $722K
Armbruster Capital Management, Inc. 0.15% Reduce -0.1% 6,001 $722K
RBF Capital, LLC 0.04% No change 6,000 $722K
Catalina Capital Group, LLC 0.24% Add +22.3% 5,992 $721K
My Legacy Advisors, LLC 0.28% Reduce -1.0% 6,073 $720K
Parkside Advisors LLC 0.17% Reduce -9.4% 5,905 $719K
BIP Wealth, LLC 0.05% Add +1.5% 5,967 $718K
Douglas Lane & Associates, LLC 0.01% Add +16.2% 5,947 $716K
Atlas Brown,Inc. 0.24% Reduce -2.1% 5,942 $715K
Provenance Wealth Advisors, LLC 0.09% Add +1652.8% 5,907 $711K
Trustmark Bank Trust Department 0.05% Add +1.3% 5,906 $711K
Interchange Capital Partners, LLC 0.26% Reduce -8.0% 5,908 $711K
Sentry LLC 0.14% No change 5,891 $709K
Sax Wealth Advisors, LLC 0.06% Reduce -1.9% 5,856 $705K
Columbia Asset Management 0.13% Reduce -2.5% 5,850 $704K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -69.0% 5,850 $704K
Guardian Partners Inc. 0.07% — 5,775 $704K
Asahi Life Asset Management Co., LTD. 0.43% Add +23.0% 5,830 $702K
Shum Financial Group, Inc. 0.60% Reduce -1.2% 5,777 $700K
Visionary Wealth Advisors 0.04% Add +0.1% 5,804 $699K
Howland Capital Management LLC 0.03% Reduce -1.5% 5,740 $699K
Harbour Trust & Investment Management Co 0.08% Reduce -5.7% 5,791 $697K
Flagship Harbor Advisors, LLC 0.04% Reduce -3.3% 5,784 $696K
Pathway Financial Advisors LLC 0.16% No change 5,782 $696K
Aviance Capital Partners, LLC 0.10% Add +2.4% 5,781 $696K
General Partner, Inc. 0.42% No change 5,768 $694K
Garde Capital, Inc. 0.05% Add +79.3% 5,741 $691K
Smith Shellnut Wilson LLC 0.31% Add +1.5% 5,739 $691K
ICONIQ Capital, LLC 0.01% Add +47.0% 5,739 $691K
Mattern Wealth Management LLC 0.15% No change 5,709 $689K
First National Bank Sioux Falls 0.29% No change 5,717 $688K
Plante Moran Financial Advisors, LLC 0.06% Reduce -1.7% 5,713 $688K
Elite Financial, Inc. 0.37% — 5,712 $687K
Summit Wealth Partners, LLC 0.14% Reduce -1.6% 5,693 $685K
Finivi Inc. 0.54% Reduce -4.2% 5,656 $681K
WINTON GROUP Ltd 0.04% Add +41.8% 5,632 $678K
Capital Advisors, Ltd. LLC 0.09% Add +1.9% 5,624 $677K
Morningstar Investment Management LLC 0.05% Reduce -5.3% 5,617 $676K
Keebeck Wealth Management 0.10% Add +3.7% 5,554 $676K
Uncommon Cents Investing LLC 0.20% No change 5,611 $675K
Stratos Investment Management, LLC 0.04% Add +13.2% 5,603 $674K
OmniStar Financial Group, Inc. 0.54% Reduce -11.8% 5,604 $674K
Oldfield Partners LLP 0.20% Reduce -36.4% 5,600 $674K
Nicolet Bankshares Inc. 0.13% No change 5,596 $673K
Evanson Asset Management, LLC 0.05% No change 5,595 $673K
Traphagen Investment Advisors LLC 0.07% No change 5,540 $667K
Canandaigua National Bank & Trust Co. 0.07% Reduce -0.9% 5,531 $666K
Center for Financial Planning, Inc. 0.09% No change 5,528 $665K
SLT Holdings LLC 0.64% — 5,526 $665K
Bison Wealth, LLC 0.15% Reduce -5.7% 5,511 $663K
McGlone Suttner Wealth Management, Inc. 0.11% Add +5.4% 5,506 $663K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +4.8% 5,472 $659K
Old Second National Bank of Aurora 0.15% Reduce -21.5% 5,471 $658K
Birch Hill Investment Advisors LLC 0.03% Add +1.3% 5,471 $658K
JB Capital LLC 0.04% Reduce -2.1% 5,436 $654K
Kornitzer Capital Management Inc. 0.01% No change 5,437 $654K
Transamerica Financial Advisors, LLC 0.06% Reduce -1.1% 5,405 $651K
Generali Investments, Management Co LLC 0.17% — 5,399 $650K
Jag Capital Management, LLC 0.09% Add +2.7% 5,398 $650K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% No change 5,380 $647K
GMO 0.00% Reduce -29.8% 5,358 $645K
Enterprise Financial Services Corp 0.36% Add +3.7% 5,351 $644K
Delta Investment Management, LLC 0.13% Add +0.1% 5,346 $643K
CMG Global Holdings, LLC 0.35% Add +2.7% 5,232 $643K
Navellier & Associates Inc. 0.08% Add +63.6% 5,335 $642K
TCI Wealth Advisors, Inc. 0.05% Reduce -2.5% 5,331 $642K
Aventura Private Wealth, LLC 0.34% — 5,320 $640K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -5.6% 5,317 $640K
Kennebec Savings Bank 0.64% Reduce -4.7% 5,438 $639K
Washington Trust Advisors, Inc. 0.05% Reduce -5.5% 5,310 $639K
Moody National Bank Trust Division 0.07% Add +2.4% 5,306 $639K
Alta Advisers Ltd 0.40% Add +28.9% 5,287 $636K
Leo Wealth, LLC 0.06% Reduce -3.4% 5,283 $636K
Cross Staff Investments Inc 0.44% Add +0.0% 5,280 $635K
Woodmont Investment Counsel LLC 0.05% Reduce -3.4% 5,268 $634K
Sfmg, LLC 0.05% No change 5,263 $633K
Capstone Investment Advisors, LLC 0.01% New 5,259 $633K
Buckley Wealth Management, LLC 0.19% Add +3.8% 5,250 $632K
Pallas Capital Advisors LLC 0.03% Add +135.7% 5,237 $630K
Hills Bank & Trust Co 0.05% Reduce -3.6% 5,235 $630K
Maia Wealth LLC 0.14% Add +29.9% 4,820 $629K
CoreFirst Bank & Trust 0.37% Reduce -0.8% 5,217 $628K
Point72 Asia (Singapore) Pte. Ltd. 0.17% Reduce -59.8% 5,198 $626K
Crescent Grove Advisors, LLC 0.06% Add +0.0% 5,128 $624K
V-Square Quantitative Management LLC 0.09% Add +24.9% 5,176 $623K
Trek Financial, LLC 0.05% Add +19.7% 5,176 $623K
Focus Financial Network, Inc. 0.02% Add +7.6% 5,152 $620K
Aspen Grove Capital, LLC 0.13% No change 5,089 $619K
Princeton Global Asset Management LLC 0.12% Add +4.0% 5,142 $619K
Long Run Wealth Advisors, LLC 0.15% Add +61.6% 5,138 $618K
Traynor Capital Management, Inc. 0.05% Reduce -2.2% 5,123 $617K
Journey Strategic Wealth LLC 0.02% Add +0.6% 5,121 $616K
Woodward Diversified Capital, LLC 0.45% Reduce -35.0% 5,111 $615K
Resonant Capital Advisors, LLC 0.04% Add +3.3% 5,017 $611K
Burns Matteson Capital Management, LLC 0.34% Reduce -1.6% 5,063 $609K
Ti-Trust, Inc. 0.41% Reduce -1.2% 5,060 $609K
ZWJ Investment Counsel Inc. 0.03% Reduce -3.4% 5,058 $609K
HUB Investment Partners, LLC 0.03% Add +3.4% 5,054 $608K
Hilton Capital Management, LLC 0.05% Reduce -1.5% 5,051 $608K
Evelyn Partners Investment Management LLP 0.02% — 5,046 $607K
Lifeworks Advisors, LLC 0.11% Add +16.9% 5,039 $606K
Circle Wealth Management, LLC 0.01% Add +3.6% 5,034 $606K
Reaves W H & Co. Inc. 0.02% No change 5,000 $602K
Berger Financial Group, Inc 0.04% Add +53.7% 5,000 $602K
US Asset Management LLC 0.54% Reduce -3.0% 4,988 $600K
Fidelity D & D Bancorp Inc. 0.40% Reduce -7.1% 4,974 $599K
Oakworth Capital, Inc. 0.04% Reduce -11.2% 4,960 $597K
Virtue Capital Management, LLC 0.12% Reduce -9.0% 4,952 $596K
West Family Investments, Inc. 0.21% Add +5.8% 4,948 $595K
Leonard Rickey Investment Advisors P.L.L.C. 0.14% Add +2.1% 4,938 $594K
Opal Wealth Advisors, LLC 0.18% Add +10.5% 4,910 $591K
Edmp, Inc. 0.56% No change 4,910 $591K
Accredited Investors Inc. 0.03% Reduce -9.7% 4,902 $590K
Yoffe Investment Management, LLC 0.88% — 4,900 $590K
Certuity, LLC 0.06% Reduce -30.4% 4,892 $589K
Dauntless Investment Group, LLC 2.48% — 4,868 $586K
Skyline Advisors, Inc. 0.23% Reduce -1.4% 4,859 $585K
Capital Asset Advisory Services LLC 0.03% Reduce -0.1% 4,792 $585K
Hilltop Partners LLC 0.20% New 4,845 $583K
Schulhoff & Co. Inc. 0.21% Add +0.1% 4,229 $581K
Azimuth Capital Investment Management LLC 0.02% Reduce -8.5% 4,825 $581K
Invst, LLC 0.07% Add +5.2% 4,813 $579K
Graver Capital Management, LLC 0.60% — 4,800 $578K
McMorgan & Co. LLC 0.09% Reduce -4.9% 4,792 $577K
Mayfair Advisory Group, LLC 0.34% Add +0.1% 4,786 $576K
Roehl & Yi Investment Advisors, LLC 0.32% — 4,784 $576K
Avidian Wealth Enterprises, LLC 0.03% Reduce -22.5% 4,758 $573K
Calamos Wealth Management LLC 0.03% Reduce -10.0% 4,756 $572K
CFO4Life Group, LLC 0.10% Add +1.9% 4,748 $571K
Atwood & Palmer Inc. 0.04% Add +0.1% 4,746 $571K
SOL Capital Management CO 0.06% Reduce -11.2% 4,743 $571K
Greatmark Investment Partners, Inc. 0.08% Reduce -3.1% 4,727 $569K
RIA Advisory Group LLC 0.19% Reduce -13.7% 4,717 $568K
Harris Associates (Oakmark Funds) 0.00% Reduce -0.3% 4,710 $567K
Liberty Square Wealth Partners LLC 0.21% — 3,765 $566K
Phillips Wealth Planners LLC 0.56% Reduce -8.8% 4,818 $564K
Axq Capital, LP 0.25% Reduce -54.9% 4,684 $564K
Clear Harbor Asset Management, LLC 0.05% Reduce -8.6% 4,683 $564K
Holderness Investments Co. 0.12% Add +0.8% 4,674 $562K
Delta Financial Group, Inc. 0.13% New 4,659 $561K
Advisory Alpha, LLC 0.02% Add +6.6% 4,658 $561K
Ridgecrest Wealth Partners, LLC 0.30% Reduce -9.7% 4,651 $560K
Florida Financial Advisors, LLC 0.25% Reduce -24.3% 4,646 $559K
Philip James Wealth Mangement, LLC 0.08% Reduce -0.1% 4,641 $559K
Boston Financial Mangement LLC 0.02% Add +113.3% 4,619 $556K
Peoples Financial Services Corp. 0.26% No change 4,619 $556K
MJP Associates Inc. 0.10% Add +3.3% 4,616 $556K
Wealth Quarterback LLC 0.26% Reduce -1.0% 4,610 $555K
Wheelhouse Advisory Group LLC 0.33% Add +0.2% 4,572 $550K
Hemenway Trust Co LLC 0.04% Reduce -0.9% 4,564 $549K
KDT Advisors, LLC 0.80% — 4,554 $548K
J. L. Bainbridge & Co., Inc. 0.05% Add +0.4% 4,551 $548K
Oregon Pacific Wealth Management, LLC 0.54% — 4,550 $548K
Diamant Asset Management, Inc. 0.35% No change 4,550 $548K
Summit Financial Wealth Advisors, LLC 0.11% Add +0.4% 4,198 $547K
Absher Wealth Management, LLC 0.07% Reduce -1.4% 4,539 $546K
JFS Wealth Advisors, LLC 0.04% Reduce -1.4% 4,538 $546K
Droms Strauss Advisors Inc. /Mo/ 0.18% Reduce -33.3% 4,532 $545K
Wolff Financial Management LLC 0.15% No change 4,523 $544K
KG Capital Management 0.17% Add +9.0% 4,514 $543K
Per Stirling Capital Management, LLC. 0.08% Reduce -9.6% 4,505 $542K
Main Street Group, LTD 0.23% Add +0.5% 4,505 $542K
Everpar Advisors LLC 0.27% Add +4.0% 4,504 $542K
Vestor Capital, LLC 0.04% Add +13.1% 4,507 $542K
Kennedy Investment Group, Inc. 0.25% New 4,501 $542K
Cobblestone Capital Advisors LLC 0.03% Reduce -0.3% 4,495 $541K
Arvest Bank Trust Division 0.03% Add +8.3% 4,478 $539K
BSW Wealth Partners 0.08% Add +2.3% 4,474 $538K
Valmark Advisers, Inc. 0.01% Add +18.2% 4,470 $538K
Nwam LLC 0.03% Reduce -4.9% 4,469 $538K
KCM Investment Advisors LLC 0.02% Add +1.4% 4,469 $538K
L2 Asset Management, LLC 0.12% Add +135.3% 4,467 $538K
Cohen Investment Advisors LLC 0.32% Add +1.8% 4,463 $537K
MBA Advisors LLC 0.27% Add +5.5% 4,457 $536K
Ridgewood Investments LLC 0.26% Reduce -1.6% 4,454 $536K
Centennial Wealth Advisory LLC 0.21% Add +3.8% 4,435 $534K
Fortress Private Ledger, LLC 0.33% — 4,431 $533K
Horst & Graben Wealth Management LLC 0.09% Add +0.9% 4,420 $532K
Apexium Financial, LP 0.03% Add +44.3% 4,409 $531K
Heritage Family Offices, LLP 0.26% No change 4,401 $530K
Regal Investment Advisors LLC 0.04% Add +0.3% 4,397 $529K
Raiffeisen Bank International AG 0.01% — 4,408 $529K
Western Wealth Management, LLC 0.03% Reduce -11.0% 4,382 $527K
Clearwater Capital Advisors, LLC 0.05% No change 4,379 $527K
UNIVEST FINANCIAL Corp 0.03% Reduce -2.8% 4,377 $527K
Lantz Financial LLC 0.14% Reduce -4.5% 4,369 $526K
Hamilton Point Investment Advisors, LLC 0.09% Add +2.7% 4,319 $526K
Simplicity Wealth,LLC 0.11% Reduce -30.2% 4,340 $522K
Blake Schutter Theil Wealth Advisors, LLC 0.55% No change 4,318 $520K
WBH Advisory Inc. 0.05% Add +0.6% 4,318 $520K
Cromwell Holdings LLC 0.30% No change 4,270 $520K
Rockline Wealth Management, LLC 0.14% Add +4.3% 4,316 $519K
Gray Wealth Management Inc. 0.20% Add +2.3% 4,314 $519K
Petrus Trust Company, LTA 0.05% Add +46.0% 4,313 $519K
Johnson Financial Group, Inc. 0.02% Add +6.3% 3,977 $518K
TRUE Private Wealth Advisors 0.06% Add +0.0% 4,295 $517K
Avity Investment Management Inc. 0.04% No change 4,292 $517K
Strategic Advisors LLC 0.09% Add +4.9% 4,292 $517K
Hickory Asset Management, Inc. 0.44% — 4,281 $515K
Elgethun Capital Management 0.12% Add +0.4% 4,269 $514K
Westshore Wealth, LLC 0.21% No change 4,267 $513K
Driehaus Capital Management LLC 0.00% New 4,266 $513K
Weiss Asset Management LP 0.02% New 4,264 $513K
Virtus Investment Advisers, LLC 0.41% Add +84.9% 4,247 $511K
Resources Management Corp. /CT/ 0.07% No change 4,250 $511K
Manning & Napier Advisors LLC 0.01% Reduce -76.8% 4,242 $511K
Aegis Wealth Management LLC 0.34% — 4,238 $510K
Chesapeake Wealth Management 0.17% Reduce -3.4% 4,236 $510K
Guardian Wealth Advisors, LLC / NC 0.04% Add +40.0% 4,229 $509K
Executive Wealth Management, LLC 0.04% Add +1.0% 4,229 $509K
Gryphon Financial Partners LLC 0.07% Add +10.9% 4,224 $508K
Wealth Dimensions Group, Ltd. 0.12% Reduce -0.1% 4,219 $508K
Powers Advisory Group, LLC 0.25% Add +0.7% 4,215 $507K
Tradition Wealth Management, LLC 0.04% Add +3.8% 4,202 $506K
HHM Wealth Advisors, LLC 0.07% Reduce -12.2% 4,200 $506K
Blackhill Capital Inc. 0.03% Reduce -19.2% 4,200 $505K
CYBER HORNET ETFs LLC 0.48% Add +2.7% 4,193 $505K
Ceeto Capital Group, LLC 0.19% No change 4,134 $503K
W Advisors, LLC 0.31% Reduce -0.7% 4,179 $503K
Genesis Private Wealth, LLC 0.28% — 4,155 $500K
SPC Financial, Inc. 0.04% Add +0.6% 4,153 $500K
Quotient Wealth Partners, LLC 0.02% Add +6.0% 4,146 $499K
Composition Wealth, LLC 0.01% Add +70.5% 4,140 $498K
Financial Management Professionals, Inc. 0.06% Add +11.9% 4,139 $498K
Signal Advisors Wealth, LLC 0.06% Reduce -5.1% 4,092 $498K
Lion Street Advisors, LLC 0.16% Add +59.6% 4,133 $497K
Alpha Family Trust 0.28% No change 4,110 $495K
Atom Investors LP 0.06% New 4,110 $495K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Add +1.7% 4,105 $494K
Bellecapital International Ltd. 0.09% Add +141.2% 4,100 $493K
Pines Wealth Management, LLC 0.21% — 4,211 $493K
Axim Planning & Wealth 0.52% No change 4,076 $491K
Empower Advisory Group, LLC 0.00% Reduce -0.9% 4,073 $490K
Frisch Financial Group, Inc. 0.15% Add +26.3% 4,065 $489K
Novak & Powell Financial Services, Inc. 0.29% Add +4.4% 4,057 $488K
Penserra Capital Management LLC 0.01% Add +3125.4% 4,064 $488K
Widmann Financial Services, Inc. 0.38% No change 4,048 $487K
Naples Global Advisors, LLC 0.05% No change 4,008 $486K
Godsey & Gibb, Inc. 0.05% Add +2.1% 4,031 $485K
Drive Wealth Management, LLC 0.12% Add +126.5% 3,976 $484K
Aviso Wealth Management 0.25% Add +13.4% 4,019 $484K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 4,017 $483K
Silverlake Wealth Management LLC 0.19% Add +0.2% 4,010 $483K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -2.3% 4,000 $481K
Parsons Capital Management Inc. 0.03% Reduce -2.4% 3,997 $481K
PDS Planning, Inc 0.04% Reduce -3.4% 3,963 $477K
Emprise Bank 0.27% Reduce -2.6% 3,953 $476K
Keel Point, LLC 0.04% Reduce -17.3% 3,948 $475K
Carson Advisory Inc. 0.33% Add +0.1% 3,946 $475K
Moneco Advisors, LLC 0.05% Add +25.2% 3,943 $475K
Legacy Private Trust Co. 0.03% Add +50.3% 3,942 $474K
Zullo Investment Group, Inc. 0.19% No change 3,935 $474K
Edgestream Partners, L.P. 0.02% Reduce -70.2% 3,931 $473K
Aprio Wealth Management, LLC 0.07% Add +39.0% 3,915 $471K
Courier Capital LLC 0.03% Add +0.6% 3,914 $471K
Wallace Capital Management Inc. 0.06% No change 3,904 $470K
Omnia Family Wealth, LLC 0.19% Add +1.7% 3,851 $469K
Fortis Group Advisors, LLC 0.09% Add +4.8% 3,890 $468K
Camden National Bank 0.07% Add +3.0% 3,882 $467K
Sargent Investment Group, LLC 0.08% Add +2.2% 3,972 $467K
Proficio Capital Partners LLC 0.04% Add +60.4% 3,863 $465K
One Wealth Advisors, LLC 0.07% Reduce -2.6% 3,862 $465K
Callan Capital, LLC 0.03% Add +6.8% 3,854 $464K
Edmond DE Rothschild Holding S.A. 0.01% No change 3,850 $463K
Gables Capital Management Inc. 0.22% No change 3,846 $463K
Kentucky Trust Co 0.27% — 3,831 $461K
Baker Tilly Wealth Management, LLC 0.18% Add +3.4% 3,830 $461K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -16.9% 3,822 $460K
Boit C F David 0.23% No change 3,820 $460K
Bangor Savings Bank 0.04% Add +3.8% 3,818 $459K
Howard Financial Services, LTD. 0.06% Reduce -4.5% 3,813 $459K
LBMC Investment Advisors, LLC 0.04% Add +0.1% 3,810 $458K
Valtrion Capital Management, LLC 0.98% — 3,807 $458K
Beckerman Institutional, LLC 0.37% No change 3,809 $458K
Ayrshire Capital Management LLC 0.22% New 3,800 $457K
World Equity Group, Inc. 0.10% Add +108.1% 3,800 $457K
Northstar Advisory Group, LLC 0.23% Reduce -0.1% 3,789 $456K
Severin Investments, LLC 0.45% — 3,785 $455K
Trustco Bank Corp. N Y 0.49% Reduce -20.9% 3,784 $455K
Adalta Capital Management LLC 0.24% Reduce -6.3% 3,740 $455K
Telos Capital Management, Inc. 0.05% Reduce -4.3% 3,773 $454K
Ledyard National Bank 0.04% Add +1.6% 3,764 $453K
SYM FINANCIAL Corp 0.06% New 3,737 $450K
ERn Financial, LLC 0.07% Reduce -12.4% 3,736 $450K
Allen Capital Group, LLC 0.06% Add +24.7% 3,735 $450K
Main Street Financial Solutions, LLC 0.04% Reduce -19.9% 3,732 $449K
Wingate Wealth Advisors, Inc. 0.44% — 3,729 $449K
Oxford Asset Management LLP 0.21% Reduce -9.8% 3,728 $449K
Advus Financial Partners, LLC 0.13% Add +3.4% 3,719 $448K
Altfest L J & Co. Inc. 0.06% Add +1.0% 3,716 $447K
Balboa Wealth Partners 0.10% Add +2.0% 3,712 $447K
Horizon Investment Services, LLC 0.19% Reduce -1.3% 3,696 $445K
BostonPremier Wealth LLC 0.27% — 3,696 $445K
IAM Advisory, LLC 0.11% Add +0.1% 3,688 $444K
Childress Capital Advisors, LLC 0.12% Reduce -0.6% 3,684 $443K
German American Bancorp, Inc. 0.05% No change 3,682 $443K
Baxter Bros Inc. 0.06% Add +3.8% 3,677 $443K
Blalock Williams, LLC 0.51% — 3,672 $442K
Atlas Wealth LLC 0.23% New 3,671 $442K
E&G Advisors, LLC 0.12% Add +2.5% 3,669 $442K
Wills Financial Group, Inc. 0.19% Add +5.8% 3,663 $441K
Charles Schwab Trust Co 0.04% Reduce -1.8% 3,644 $439K
Smith Salley Wealth Management 0.03% Reduce -0.6% 3,642 $438K
Centerpoint Advisors, LLC 0.15% No change 3,638 $438K
Moss Adams Wealth Advisors LLC 0.05% Add +11.5% 3,594 $438K
Creative Financial Designs Inc. 0.04% Add +2.0% 3,628 $437K
Powell Investment Advisors, LLC 0.20% No change 3,587 $437K
J.Safra Asset Management Corp 0.04% Add +80.2% 3,621 $435K
Royal Capital Wealth Management, LLC 0.30% Reduce -1.5% 3,609 $434K
Caldwell Sutter Capital, Inc. 0.20% No change 3,595 $433K
Van Hulzen Asset Management, LLC 0.03% No change 3,584 $431K
Capital Planning Advisors, LLC 0.07% Reduce -49.6% 3,583 $431K
West Coast Financial LLC 0.05% No change 3,580 $431K
Sunpointe, LLC 0.22% Reduce -7.0% 3,540 $431K
Chancellor Financial Group WB LP 0.35% — 3,572 $430K
F/m Investments LLC 0.02% Add +14.3% 3,572 $430K
Fragasso Financial Advisors Inc 0.03% Add +6.8% 3,570 $430K
Benin Management CORP 0.12% No change 3,564 $429K
Maridea Wealth Management LLC 0.14% — 3,560 $428K
Magnus Financial Group LLC 0.04% New 3,550 $427K
Glass Jacobson Investment Advisors llc 0.14% Add +0.0% 3,549 $427K
Well Done, LLC 0.08% No change 3,514 $427K
Foguth Wealth Management, LLC. 0.11% Add +9.4% 3,343 $425K
Gallagher Fiduciary Advisors, LLC 0.08% Add +15.7% 3,532 $425K
Austin Private Wealth, LLC 0.04% Add +19.0% 3,531 $425K
Ade, LLC 0.26% No change 3,525 $424K
Inceptionr LLC 0.09% Reduce -80.2% 3,515 $423K
Accel Wealth Management 0.16% Add +0.9% 3,509 $422K
Cape Investment Advisory, Inc. 0.16% Add +10.6% 3,494 $420K
Human Investing LLC 0.07% Reduce -27.1% 3,485 $419K
Summit X, LLC 0.09% Reduce -60.1% 3,485 $419K
Legacy Financial Group, Inc. 0.14% Reduce -1.6% 3,483 $419K
Ariadne Wealth Management, LP 0.19% Add +2.0% 2,858 $419K
FSM Wealth Advisors, LLC 0.10% Add +6.6% 3,487 $418K
Sigma Investment Counselors Inc. 0.02% Reduce -1.2% 3,471 $418K
Vanguard Capital Wealth Advisors 0.46% Add +0.3% 3,466 $417K
Inlet Private Wealth, LLC 0.11% Reduce -12.6% 3,458 $416K
Obermeyer Wealth Partners 0.02% Add +0.8% 3,444 $414K
Marble Harbor Investment Counsel, LLC 0.05% Reduce -41.1% 3,443 $414K
Sterling Investment Counsel, LLC 0.27% Reduce -1.4% 3,438 $414K
Armstrong Advisory Group, Inc. 0.03% No change 3,432 $413K
Private Wealth Partners, LLC 0.03% Reduce -4.4% 3,430 $413K
Davidson Trust Co. 0.21% Add +4.3% 3,415 $411K
Wealth Alliance Advisory Group, LLC 0.09% No change 3,411 $411K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -4.1% 3,365 $410K
Cutter & CO Brokerage, Inc. 0.10% Reduce -7.0% 3,400 $409K
CRA Financial Services, LLC 0.07% Add +2.8% 3,388 $408K
McAdam, LLC 0.02% Add +66.8% 3,382 $407K
Spartan Planning & Wealth Management 0.37% — 3,382 $407K
Marshall Financial Group Inc. 0.12% No change 3,378 $407K
Coastline Trust Co 0.05% No change 3,375 $406K
Essex Bank 0.10% Reduce -7.3% 3,374 $406K
MCF Advisors LLC 0.03% Reduce -0.5% 3,343 $406K
Clayton Financial Group LLC 0.15% Add +5.4% 3,367 $405K
TFC Financial Management, Inc. 0.06% Add +0.5% 3,364 $405K
GPS Wealth Strategies Group, LLC 0.05% Reduce -34.5% 3,362 $405K
Caitong International Asset Management Co., Ltd 0.40% — 3,356 $404K
Bernardo Wealth Planning LLC 0.10% Add +0.2% 3,447 $404K
Penobscot Investment Management Company, Inc. 0.04% Add +3.1% 3,354 $404K
Westside Investment Management, Inc. 0.09% No change 3,350 $403K
Paces Ferry Wealth Advisors, LLC 0.20% Reduce -0.4% 3,334 $401K
Buckhead Capital Management LLC 0.13% Add +0.0% 3,328 $400K
May Hill Capital, LLC 0.15% — 3,316 $399K
Klingman & Associates, LLC 0.03% Add +10.8% 3,315 $399K
FDx Advisors, Inc. 0.12% Reduce -13.0% 3,307 $398K
Prelude Capital Management, LLC 0.03% New 3,306 $398K
Quarry LP 0.08% Add +89.1% 3,305 $398K
Crews Bank & Trust 0.07% — 3,304 $398K
Novem Group 0.06% — 3,303 $397K
Field & Main Bank 0.14% No change 3,300 $397K
Morse Asset Management, Inc 0.09% Add +94.1% 3,300 $397K
Greenline Partners, LLC 0.06% Add +6.2% 3,299 $397K
Hazlett, Burt & Watson, Inc. 0.18% Add +0.1% 3,287 $396K
MKT Advisors LLC 0.17% Add +17.9% 3,249 $395K
Redwood Wealth Management Group, LLC 0.19% Reduce -1.1% 3,276 $395K
Lakewood Asset Management LLC 0.27% Add +0.4% 3,276 $394K
Compton Financial Group, LLC 0.12% No change 3,276 $394K
Generation Capital Management LLC 0.34% — 3,275 $394K
Gulf International Bank (UK) Ltd 0.01% Reduce -28.9% 3,275 $394K
Elmwood Wealth Management, Inc. 0.16% No change 3,273 $394K
Bristlecone Advisors, LLC 0.03% No change 3,261 $392K
WealthPlan Investment Management, LLC 0.04% Reduce -11.5% 3,250 $391K
Detalus Advisors, LLC 0.13% Add +2.6% 3,231 $389K
Arrow Financial Corp 0.04% Reduce -4.9% 3,230 $389K
Partners Wealth Management, LLC 0.44% — 3,229 $389K
Birch Financial Group, LLC 0.44% — 3,227 $388K
Toth Financial Advisory Corp. 0.05% Reduce -13.3% 3,218 $387K
Silvant Capital Management LLC 0.02% No change 3,212 $387K
Sovereign Financial Group, Inc. 0.09% Add +3.6% 3,201 $385K
XML Financial, LLC 0.04% Add +0.2% 3,199 $385K
FNY Investment Advisers, LLC 0.20% Add +88.2% 3,200 $385K
Northeast Financial Group, Inc. 0.15% No change 3,196 $385K
Founders Grove Wealth Partners, LLC 0.11% — 3,191 $384K
Vermillion & White Wealth Management Group, LLC 0.28% No change 3,165 $381K
LexAurum Advisors, LLC 0.08% Add +56.8% 3,159 $380K
626 Financial, LLC 0.20% Reduce -0.8% 3,159 $380K
Commerzbank Aktiengesellschaft 0.01% Add +41.7% 3,166 $380K
D.B. Root & Company, LLC 0.12% Add +0.2% 3,151 $379K
Ascentis Independent Advisors 0.07% Add +29.6% 3,145 $378K
Journey Advisory Group, LLC 0.05% No change 3,732 $378K
OneAscent Financial Services LLC 0.03% Add +1.1% 3,144 $378K
AGH Wealth Advisors, LLC 0.35% — 3,139 $378K
Oxford Financial Group, LTD. LLC 0.02% Reduce -0.8% 3,131 $377K
McLean Asset Management Corp 0.11% Add +4.8% 3,120 $376K
LaSalle St. Investment Advisors, LLC 0.12% Add +28.6% 3,116 $375K
Lakeridge Wealth Management LLC 0.19% Add +0.4% 3,111 $374K
Marco Investment Management LLC 0.03% No change 3,108 $374K
Blue Edge Capital, LLC 0.06% Add +0.1% 3,103 $373K
Cottonwood Capital Advisors, LLC 0.27% Add +12.3% 3,100 $373K
KPP Advisory Services LLC 0.09% New 3,096 $373K
Garrett Wealth Advisory Group, LLC 0.08% Reduce -2.3% 3,079 $371K
Loudon Investment Management, LLC 0.21% No change 3,075 $370K
Mairs & Power Inc. 0.00% Add +9.8% 3,074 $370K
Alexander Labrunerie & Co., Inc. 0.17% Add +7.0% 3,073 $370K
Seelaus Asset Management LLC 0.34% Add +28.1% 3,059 $368K
Everstar Asset Management, LLC 0.26% New 3,059 $368K
Eastern Bank 0.01% Reduce -1.0% 3,039 $366K
Evoke Wealth, LLC 0.01% Add +14.8% 3,003 $365K
Xcel Wealth Management, LLC 0.10% No change 3,032 $365K
Chaney Capital Management, Inc. 0.17% No change 3,028 $364K
BNC Wealth Management, LLC 0.12% No change 3,020 $363K
Argentarii, LLC 0.18% — 3,018 $363K
Sivia Capital Partners, LLC 0.18% Add +7.2% 3,005 $362K
Northwest Quadrant Wealth Management, LLC 0.08% Add +1.0% 3,005 $362K
Advyzon Investment Management, LLC 0.14% — 3,004 $361K
Fort Point Capital Partners LLC 0.04% Add +66.5% 3,002 $361K
Rothschild Wealth LLC 0.11% Reduce -7.7% 3,001 $361K
Oakland Financial Corp. 4.13% — 3,000 $361K
Pinnacle West Asset Management, Inc. 0.26% No change 3,000 $361K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.16% Reduce -62.5% 3,000 $361K
EntryPoint Capital, LLC 0.15% Add +14.4% 2,998 $361K
Opes Wealth Management LLC 0.07% Reduce -0.6% 2,997 $361K
Apella Capital, LLC 0.01% Add +1.0% 2,992 $360K
1ST Source Bank 0.02% Add +9.0% 2,988 $360K
Alpha Cubed Investments, LLC 0.02% Reduce -1.1% 2,987 $359K
PFG Advisors 0.02% Reduce -10.8% 2,986 $359K
Sage Rhino Capital LLC 0.08% Reduce -0.1% 2,981 $359K
49 Wealth Management, LLC 0.05% Add +22.5% 2,980 $359K
Lee Johnson Capital Management, LLC 0.19% Add +12.4% 2,976 $358K
Peoples Bank 0.25% Reduce -3.6% 2,968 $357K
Stonebrook Private Inc. 0.09% Add +8.7% 2,963 $357K
Arax Advisory Partners 0.02% Add +82.4% 2,960 $356K
Focused Wealth Management, Inc 0.05% Add +1.0% 2,950 $355K
LifeWealth Investments, LLC 0.24% — 2,950 $355K
Capital Advisors Wealth Management, LLC 0.06% Add +1.4% 2,942 $354K
Schmidt P J Investment Management Inc. 0.06% Add +0.0% 2,939 $354K
Carret Asset Management, LLC 0.04% Reduce -0.7% 2,937 $353K
Graham Capital Wealth Management, LLC 0.31% Reduce -2.9% 2,935 $353K
Geller Advisors LLC 0.02% Add +0.5% 2,899 $353K
Fielder Capital Group LLC 0.11% Add +2.1% 2,926 $352K
Laraway Financial Advisors Inc 0.27% No change 2,925 $352K
Certified Advisory Corp 0.04% Add +0.2% 2,922 $352K
Moody Aldrich Partners LLC 0.07% Reduce -9.5% 2,919 $351K
Thompson David Blair 0.26% — 2,917 $351K
Hilltop National Bank 0.11% Reduce -18.9% 2,908 $350K
Private Client Services, LLC 0.19% Reduce -2.2% 2,902 $349K
DF Dent & Co. Inc. 0.00% Reduce -0.7% 2,900 $349K
Cohen & Steers, Inc. 0.00% Reduce -1.1% 2,892 $348K
Heartwood Wealth Advisors LLC 0.04% No change 2,889 $348K
Ascentis Wealth Management, LLC 0.12% Add +12.1% 2,887 $347K
BLB&B Advisors, LLC 0.02% Reduce -1.7% 2,883 $347K
Intrua Financial, LLC 0.06% Reduce -20.6% 2,878 $346K
Sittner & Nelson, LLC 0.15% Add +0.1% 2,875 $346K
Dividend Assets Capital, LLC 0.07% Reduce -1.9% 2,866 $345K
N.E.W. Advisory Services LLC 0.03% Add +16.3% 2,863 $345K
Symmetry Partners, LLC 0.05% New 2,861 $344K
Orrstown Financial Services Inc. 0.09% Add +16.0% 2,852 $343K
Farmers & Merchants Trust Co of Chambersburg PA 0.13% Reduce -2.6% 2,850 $343K
PKS Advisory Services, LLC 0.09% — 2,849 $343K
Realta Investment Advisors 0.14% Reduce -32.8% 2,796 $341K
Tritonpoint Wealth, LLC 0.03% Add +37.6% 2,801 $341K
Dakota Community Bank & Trust NA 1.62% Reduce -6.0% 2,832 $341K
Claris Financial LLC 0.22% — 2,832 $341K
Parcion Private Wealth LLC 0.03% No change 2,830 $341K
Hurlow Wealth Management Group, Inc. 0.11% Add +0.1% 2,826 $340K
Kwmg, LLC 0.04% No change 2,824 $340K
Kelman-Lazarov, Inc. 0.06% New 2,817 $339K
Beacon Capital Management, LLC 0.04% Add +1.3% 2,815 $339K
Dimension Capital Management LLC 0.06% No change 2,807 $338K
Wealthedge Investment Advisors, LLC 0.15% — 2,797 $337K
TFG Advisers LLC 0.12% Reduce -0.9% 2,789 $336K
Register Financial Advisors LLC 0.17% Reduce -12.6% 2,788 $336K
WealthShield Partners, LLC 0.05% Reduce -29.4% 2,754 $334K
Hudock, Inc. 0.06% Add +0.3% 2,778 $334K
Central Bank & Trust Co. 0.05% Reduce -2.9% 2,778 $334K
Dearborn Partners LLC 0.01% Reduce -3.1% 2,775 $334K
Jackson, Grant Investment Advisers, Inc. 0.13% Add +0.3% 2,769 $333K
Burney Co./ 0.01% Reduce -1.3% 2,764 $333K
Golden State Wealth Management, LLC 0.05% — 2,757 $332K
Nilsine Partners, LLC 0.04% Add +0.1% 2,756 $332K
Portland Global Advisors LLC 0.04% No change 2,755 $332K
NWF Advisory Services Inc. 0.05% Reduce -18.6% 2,720 $331K
Bantamac Capital, LLC 0.15% Reduce -18.8% 2,750 $331K
Schrum Private Wealth Management LLC 0.28% Reduce -50.0% 2,743 $330K
Founders Financial Securities LLC 0.03% Add +2.5% 2,739 $330K
Ascent Capital Management, LLC 0.33% — 2,715 $327K
Laurel Wealth Advisors LLC 0.05% No change 2,712 $326K
Webster Bank, N. A. 0.04% No change 2,712 $326K
Bienville Capital Management, LLC 0.08% No change 2,680 $326K
Select Asset Management & Trust 0.13% No change 2,709 $326K
Key Financial Inc 0.07% Add +19.4% 2,707 $326K
Ground Swell Capital, LLC 0.71% New 2,706 $326K
Stonebridge Capital Advisors LLC 0.03% Reduce -27.2% 2,701 $325K
Pacific Sun Financial Corp 0.18% No change 2,700 $325K
Townsend Asset Management Corp. /NC/ 0.12% Reduce -8.9% 2,691 $324K
International Private Wealth Advisors LLC 0.32% Reduce -0.9% 2,687 $323K
Pinnacle Bancorp, Inc. 0.11% Reduce -3.3% 2,687 $323K
Becker Capital Management Inc. 0.01% No change 2,657 $323K
Wells Trecaso Financial Group, LLC 0.11% No change 2,686 $323K
Cahill Financial Advisors Inc. 0.04% Reduce -12.0% 2,681 $323K
St Germain D J Co. Inc. 0.01% Add +142.8% 2,668 $321K
Seven Mile Advisory 0.20% Add +6.1% 2,667 $321K
Sanctuary Wealth Management, L.L.C. 0.21% No change 2,666 $321K
Edgemoor Investment Advisors, Inc. 0.03% No change 2,661 $320K
Addison Advisors LLC 0.09% Reduce -0.0% 2,660 $320K
Pointe Capital Management LLC 0.18% No change 2,648 $319K
Harbor Advisory Corp. 0.10% No change 2,645 $318K
Capital Planning LLC 0.08% Add +7.1% 2,613 $318K
Commons Capital, LLC 0.29% Add +0.1% 2,634 $317K
TFB Advisors LLC 0.09% Add +4.6% 2,632 $317K
Clarus Group, Inc. 0.11% Reduce -5.7% 2,631 $317K
Hardin Capital Partners, LLC 0.19% Reduce -6.6% 2,629 $316K
Gratus Wealth Advisors, LLC 0.05% Add +3.1% 2,628 $316K
Acropolis Investment Management, LLC 0.02% Add +77.7% 2,612 $314K
Campbell Wealth Management 0.03% Add +0.4% 2,608 $314K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Add +20.2% 2,609 $314K
Finward Bancorp 0.27% — 2,602 $313K
Peregrine Asset Advisers, Inc. 0.12% No change 2,601 $313K
Garrison Point Advisors, LLC 0.15% New 2,600 $313K
Roundview Capital LLC 0.02% Reduce -4.1% 2,596 $312K
Benchmark Financial Wealth Advisors, LLC 0.10% Add +1.1% 2,595 $312K
Goldstein Advisors, LLC 0.05% Reduce -1.1% 2,588 $311K
Optas, LLC 0.07% Add +17.2% 2,587 $311K
Trueblood Wealth Management, LLC 0.15% Reduce -2.0% 2,587 $311K
Tsfg, LLC 0.06% Reduce -3.5% 2,581 $311K
Cerro Pacific Wealth Advisors LLC 0.10% Reduce -12.7% 2,559 $311K
Whalen Wealth Management Inc. 0.21% Add +0.0% 2,575 $310K
GK Wealth Management LLC 0.39% — 2,570 $309K
West Oak Capital, LLC 0.16% Reduce -0.8% 2,565 $309K
Barlow Wealth Partners, LLC 0.04% Reduce -20.6% 2,600 $308K
Oxinas Partners, LLC 0.18% Add +12.5% 2,549 $307K
Atalanta Sosnoff Capital, LLC 0.01% No change 2,546 $306K
Trilogy Capital Inc. 0.02% Add +0.7% 2,544 $306K
Ewa, LLC 0.12% Add +10.1% 2,544 $306K
NORTHSTAR ASSET MANAGEMENT Co 0.07% Reduce -2.9% 2,542 $306K
Councilor Wealth, LLC 0.15% Add +1.1% 2,541 $306K
Transform Wealth, LLC 0.02% New 2,500 $304K
Wealthspire Retirement, LLC 0.02% Add +0.2% 2,527 $304K
Arkos Global Advisors 0.04% No change 2,524 $304K
CFS Investment Advisory Services, LLC 0.03% Add +0.2% 2,524 $304K
BankPlus Trust Department 0.10% — 2,519 $303K
Partners in Financial Planning 0.06% No change 2,515 $303K
Fiduciary Alliance LLC 0.03% Add +33.3% 2,514 $303K
Huntleigh Advisors, Inc. 0.07% — 2,513 $302K
Grey Ledge Advisors, LLC 0.08% Add +0.7% 2,512 $302K
PharVision Advisers, LLC 0.26% — 2,511 $302K
ARS Wealth Advisors Group, LLC 0.04% No change 2,511 $302K
Investment Advisory Services Inc. /TX 0.11% Add +3.2% 2,510 $302K
Sunflower Bank, N.A. 0.08% Add +9.1% 2,507 $302K
Lazari Capital Management, Inc. 0.12% Add +2.0% 2,502 $301K
Highlander Partners, L.P. 0.17% No change 2,500 $301K
Cohen Capital Management, Inc. 0.05% No change 2,500 $301K
Stonebridge Financial Group, LLC 0.03% — 2,497 $301K
Clarity Financial LLC 0.04% Reduce -19.8% 2,495 $300K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.12% No change 2,500 $300K
Soltis Investment Advisors LLC 0.03% Add +9.8% 2,492 $300K
SeaBridge Investment Advisors LLC 0.06% New 2,490 $300K
LCM Capital Management Inc 0.17% Reduce -0.2% 2,490 $300K
BKM Wealth Management, LLC 0.12% Add +3.4% 2,479 $298K
Griffith & Werner, Inc. 0.20% — 2,469 $297K
American Trust Investment Advisors, LLC 0.12% No change 2,469 $297K
Latitude Advisors, LLC 0.17% Reduce -4.5% 2,465 $297K
Atlantic Edge Private Wealth Management, LLC 0.09% No change 2,465 $297K
Wealthstream Advisors, Inc. 0.05% Add +3.4% 2,464 $297K
RiverGlades Family Offices LLC 0.21% No change 2,460 $296K
RMR Wealth Builders 0.03% Reduce -5.5% 2,459 $296K
Strait & Sound Wealth Management LLC 0.14% Add +24.3% 2,458 $296K
RS Crum Inc. 0.07% Reduce -1.8% 2,453 $295K
Osprey Private Wealth LLC 0.21% No change 2,450 $295K
Code Waechter LLC 0.26% Reduce -3.3% 2,450 $295K
Roberts Financial Services LLC 0.06% Reduce -12.7% 2,440 $294K
Compass Capital Corp. /Ma/ 0.11% — 2,438 $293K
Tranquility Partners, LLC 0.11% Add +0.2% 2,435 $293K
Missouri Trust & Investment Co 0.10% Add +5.9% 2,435 $293K
Lester Murray Antman dba SimplyRich 0.08% No change 2,427 $292K
First Financial Bank - Trust Division 0.03% Reduce -3.9% 2,426 $292K
MTM Financial Group, LLC 0.17% Add +0.3% 2,421 $291K
Financial Engines Advisors L.L.C. 0.00% Reduce -16.6% 2,421 $291K
WFA Asset Management Corp 0.16% Add +1.1% 2,417 $291K
Bluespring Wealth Management, LLC 0.03% Add +0.5% 2,389 $291K
Ironwood Investment Counsel, LLC 0.05% Add +0.1% 2,406 $290K
Serenus Wealth Advisors, LLC 0.05% — 2,405 $289K
AdvisorShares Investments LLC 0.06% New 2,400 $289K
iSAM Funds (UK) Ltd 0.21% Reduce -22.3% 2,398 $289K
Integral Investment Advisors, Inc. 0.09% No change 2,397 $288K
ShoreHaven Wealth Partners, LLC 0.14% No change 2,396 $288K
Concorde Asset Management, LLC 0.15% Reduce -1.4% 2,395 $288K
M. Kraus & Co 0.09% Reduce -5.0% 2,395 $288K
Alaska Permanent Fund Corp 0.00% No change 2,394 $288K
Lodestar Private Asset Management LLC 0.04% No change 2,393 $288K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 2,387 $287K
Sovran Advisors, LLC 0.04% — 2,419 $287K
Eagle Bay Advisors LLC 0.18% Reduce -6.5% 2,354 $287K
Summit Asset Management, LLC 0.05% Add +0.1% 2,373 $286K
First Citizens Financial Corp 0.15% No change 2,365 $285K
Lewis Asset Management, LLC 0.22% New 2,360 $284K
Waller Financial Planning Group, Inc. 0.07% No change 2,350 $283K
Client 1ST Advisory Group, LLC 0.11% No change 2,349 $283K
Drum Hill Capital, LLC 0.36% — 2,344 $282K
Wintrust Investments LLC 0.25% Reduce -22.6% 2,348 $282K
First Heartland Consultants, Inc. 0.03% Add +0.9% 2,328 $280K
One Wealth Map LLC 0.17% Reduce -3.0% 1,807 $279K
Adell Harriman & Carpenter Inc. 0.02% No change 2,311 $278K
Concentrum Wealth Management 0.10% Add +1.1% 2,308 $278K
Forge Financial Services LLC 0.23% — 1,906 $278K
Insight Advisors, LLC/ PA 0.05% Add +0.4% 2,312 $277K
Reliant Investment Partners, LLC 0.25% — 2,304 $277K
SignalPoint Asset Management, LLC 0.07% Reduce -0.4% 2,302 $277K
Regent Peak Wealth Advisors LLC 0.06% Add +4.2% 2,302 $277K
Liberty Wealth Management LLC 0.05% Reduce -3.2% 2,293 $276K
One Plus One Wealth Management, LLC 0.16% No change 2,292 $276K
Edge Capital Group, LLC 0.01% Reduce -0.4% 2,289 $276K
Evolution Wealth Advisors, LLC 0.05% New 2,289 $275K
Occidental Asset Management, LLC 0.04% Reduce -11.7% 2,283 $275K
Payne Capital Management, LLC 0.12% — 2,278 $274K
Bellevue Asset Management, LLC 0.14% Add +0.1% 2,277 $274K
City State Bank 0.10% Add +4.3% 2,276 $274K
Laidlaw Wealth Management LLC 0.12% Reduce -6.8% 2,274 $274K
Trust Co. of Oklahoma 0.09% Add +0.5% 2,270 $273K
First Bancorp, Inc 0.19% Add +4.9% 2,268 $273K
Sugarloaf Wealth Management, LLC 0.05% Add +0.5% 2,267 $273K
True North Advisors, LLC 0.06% Add +9.8% 2,253 $271K
DGS Capital Management, LLC 0.07% Add +20.4% 2,245 $270K
JFG Wealth Management, LLC 0.06% No change 2,245 $270K
Whipplewood Advisors, LLC 0.15% — 2,244 $270K
Total Wealth Planning & Management, Inc. 0.26% — 2,237 $269K
Midland Wealth Advisors, LLC 0.02% Reduce -0.1% 2,236 $269K
Centurion Wealth Management LLC 0.08% Add +3.5% 2,229 $268K
Northstar Group, Inc. 0.05% No change 2,224 $268K
LJI Wealth Management, LLC 0.05% Add +3.4% 2,220 $267K
Adirondack Trust Co. 0.10% No change 2,215 $267K
Foresight Capital Management Advisors, Inc. 0.16% No change 2,211 $266K
Cladis Investment Advisory, LLC 0.19% No change 2,209 $266K
AllSquare Wealth Management LLC 0.15% No change 2,202 $265K
Hemington Wealth Management 0.07% Add +4.3% 2,198 $264K
Capital Investment Counsel, Inc 0.04% Reduce -9.4% 2,190 $264K
Bison Wealth, LLC 0.03% — 2,188 $263K
Gutierrez Wealth Advisory, LLC 0.22% — 2,184 $263K
Successful Portfolios LLC 0.18% Reduce -0.6% 2,178 $262K
Atlas Wealth Partners, LLC 0.33% No change 2,150 $262K
Archford Capital Strategies, LLC 0.04% Add +1.5% 2,175 $262K
Aull & Monroe Investment Management Corp 0.13% No change 2,163 $260K
Consolidated Portfolio Review Corp 0.04% Add +19.6% 2,163 $260K
Duncan Williams Asset Management, LLC 0.10% New 2,162 $260K
YHB Investment Advisors, Inc. 0.02% No change 2,158 $260K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -24.9% 2,155 $259K
Jacobsen Capital Management 0.11% Add +6.3% 2,155 $259K
Bragg Financial Advisors, Inc 0.01% No change 2,154 $259K
Security Financial Services, INC. 0.05% Add +10.9% 2,144 $258K
Inspire Advisors, LLC 0.03% New 2,135 $257K
Kuhn & Co Investment Counsel 0.22% No change 2,131 $256K
MPS Loria Financial Planners, LLC 0.08% Add +3.6% 2,129 $256K
OMC Financial Services LTD 0.11% No change 2,125 $256K
Patten Group, Inc. 0.06% Add +0.9% 2,125 $256K
denkapparat Operations GmbH 0.38% — 2,118 $255K
SilverOak Wealth Management LLC 0.05% Add +0.6% 2,118 $255K
First United Bank & Trust 0.09% No change 2,117 $255K
Wilkins Investment Counsel Inc. 0.04% Add +8.2% 2,117 $255K
Hubbell Strickland Wealth Management, LLC 0.12% Reduce -29.2% 2,113 $254K
Resurgent Financial Advisors LLC 0.15% Add +0.2% 2,112 $254K
Smith Anglin Financial, LLC 0.02% Reduce -13.2% 2,111 $254K
Cordgrass Capital Advisors, LLC 0.07% Reduce -37.2% 2,107 $254K
Costello Asset Management, INC 0.17% No change 2,104 $253K
Kitching Partners, LLC 0.32% New 2,103 $253K
Riverstone Advisors, LLC 0.14% No change 2,100 $253K
Basepoint Wealth LLC 0.20% Reduce -10.5% 2,097 $252K
Revolve Wealth Partners, LLC 0.04% Add +4.5% 2,097 $252K
Seeds Investor LLC 0.07% New 2,092 $252K
Gateway Wealth Partners, LLC 0.07% Reduce -3.9% 2,089 $251K
Passive Capital Management, LLC. 0.09% No change 2,087 $251K
Fortitude Family Office, LLC 0.09% Add +1.5% 2,085 $251K
Teamwork Financial Advisors, LLC 0.03% Add +3.1% 2,082 $251K
Elevatus Welath Management 0.09% Add +4.8% 2,080 $250K
Institute for Wealth Management, LLC. 0.03% Reduce -25.6% 2,077 $250K
Atlantic Family Wealth, LLC 0.29% — 2,071 $249K
Richwood Investment Advisors, LLC 0.21% Add +7.8% 2,070 $249K
Five Oceans Advisors 0.11% No change 2,069 $249K
Roxbury Financial LLC 0.24% — 1,863 $248K
Lincoln Capital LLC 0.05% No change 2,060 $248K
Stableford Capital II LLC 0.10% No change 2,055 $247K
Hamilton Capital, LLC 0.02% New 2,053 $247K
Numerai GP LLC 0.07% New 2,051 $247K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +2.1% 2,026 $247K
Richardson Financial Services Inc. 0.17% Reduce -11.4% 2,054 $247K
BCU Wealth Advisors, LLC 0.14% Add +0.3% 2,041 $246K
TruWealth Advisors, LLC 0.01% Reduce -5.5% 2,041 $246K
Magnolia Private Wealth, LLC 0.22% — 2,041 $246K
Debussy Capital Management LP 0.04% Add +6.8% 1,883 $246K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 2,039 $245K
Bailard, Inc. 0.01% Add +0.2% 2,030 $244K
Heritage Oak Wealth Advisors LLC 0.12% New 2,030 $244K
Scissortail Wealth Management, LLC 0.06% Add +16808.3% 2,029 $244K
Shepherd Financial Partners LLC 0.03% Reduce -10.2% 2,025 $244K
Elk River Wealth Management LLC 0.04% No change 2,000 $243K
Anchor Pointe Wealth Management, LLC 0.32% — 2,025 $243K
Purkiss Capital Advisors LLC 0.21% — 2,017 $243K
Impact Capital Partners LLC 0.09% — 2,014 $242K
Boltwood Capital Management 0.07% Reduce -1.0% 2,011 $242K
Cannon Wealth Management Services, LLC 0.21% Add +7.7% 1,856 $242K
Resolute Advisors LLC 0.05% New 1,986 $242K
Tandem Investment Advisors, Inc. 0.01% Reduce -1.3% 2,004 $241K
New Republic Capital, LLC 0.16% Reduce -5.3% 2,002 $241K
Ifrah Financial Services, Inc. 0.07% No change 2,000 $241K
Spinnaker Investment Group, LLC 0.06% Add +0.2% 1,998 $240K
Blankinship & Foster, LLC 0.06% No change 1,993 $240K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 1,985 $239K
Tillman Hartley LLC 0.07% No change 1,980 $238K
Barr E S & Co. 0.01% Reduce -11.2% 1,980 $238K
Wilkins Miller Wealth Management, LLC 0.25% — 1,979 $238K
Northwest Wealth Management, LLC 0.05% New 1,979 $238K
Tilson Financial Group, Inc. 0.10% Add +1.5% 1,975 $238K
Coastwise Capital Group, LLC 0.19% Reduce -52.1% 1,976 $238K
McKinley Carter Wealth Services, Inc. 0.01% Add +4.8% 1,975 $238K
Veery Capital, LLC 0.09% Add +0.4% 1,975 $238K
BlackDiamond Wealth Management, LLC 0.14% Add +11.4% 1,970 $237K
Lloyd Advisory Services, LLC. 0.11% Reduce -26.5% 1,968 $237K
Intergy Private Wealth, LLC 0.09% Add +4.3% 1,959 $236K
Commonwealth Financial Services, LLC 0.05% Add +5.8% 1,957 $236K
Integrated Investment Consultants, LLC 0.05% Add +1.5% 1,955 $235K
Wayfinding Financial, LLC 0.13% New 1,954 $235K
Newman Dignan & Sheerar, Inc. 0.06% No change 1,950 $235K
Pring Turner Capital Group Inc. 0.16% Reduce -1.0% 1,948 $234K
Patton Albertson Miller Group, LLC 0.03% New 1,945 $234K
Optima Capital LLC 0.16% — 1,923 $234K
ACT Advisors, LLC. 0.13% Add +5.0% 1,939 $233K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.14% — 1,935 $233K
Renasant Bank 0.15% Reduce -18.0% 1,931 $232K
Private Portfolio Partners LLC 0.04% Add +0.9% 1,928 $232K
Legacy Trust 0.05% Reduce -3.5% 1,926 $232K
Waddell & Associates, LLC 0.02% Add +1.5% 1,923 $231K
Sheets Smith Wealth Management 0.03% Add +0.6% 1,920 $231K
Gerber, LLC 0.17% Add +0.1% 1,913 $230K
Aveo Capital Partners, LLC 0.03% Add +2.1% 1,904 $229K
Roble, Belko & Company, Inc 0.04% No change 1,900 $229K
Phoenix Wealth Advisors 0.10% New 1,901 $229K
Quent Capital, LLC 0.02% Add +0.3% 1,900 $229K
Lumbard & Kellner, LLC 0.10% No change 1,900 $229K
Cutler Investment Counsel LLC 0.03% No change 1,878 $229K
Gries Financial LLC 0.04% New 1,898 $228K
Mill Creek Capital Advisors, LLC 0.01% Add +7.7% 1,898 $228K
Longview Financial Advisors, Inc. 0.18% Add +3.4% 1,883 $227K
GFG Capital, LLC 0.06% New 1,883 $227K
MAS Advisors LLC 0.38% New 1,879 $226K
Landaas & Co. /Wi 0.06% No change 1,876 $226K
Crew Capital Management, Ltd 0.19% No change 1,876 $226K
Perkins Coie Trust Co 0.05% No change 1,875 $226K
Enzi Wealth 0.09% Add +7.4% 1,834 $225K
Fagan Associates, Inc. 0.04% No change 1,872 $225K
Grant Private Wealth Management Inc 0.24% — 1,866 $225K
Chicago Capital, LLC 0.01% New 1,863 $224K
Park Edge Advisors, LLC 0.07% No change 1,862 $224K
Evelyn Partners Investment Management Services Ltd 0.04% — 1,862 $224K
Mezzasalma Advisors, LLC 0.07% Reduce -4.4% 1,860 $224K
Maxele Advisors, LLC 0.21% — 1,856 $223K
Trexquant Investment LP 0.00% Reduce -97.4% 1,855 $223K
Mosaic Financial Group, LLC 0.16% No change 1,851 $223K
Private Wealth Group, LLC 0.11% No change 1,850 $223K
Eastover Investment Advisors LLC 0.10% Add +1.6% 1,850 $223K
Fulton Breakefield Broenniman LLC 0.02% No change 1,850 $223K
Flynn Zito Capital Management, LLC 0.10% Reduce -16.8% 1,849 $223K
Bruce G. Allen Investments, LLC 0.18% Reduce -3.1% 1,848 $222K
Angeles Investment Advisors, LLC 0.01% No change 1,847 $222K
Cercano Management LLC 0.01% No change 1,847 $222K
AXS Investments LLC 0.06% Reduce -0.5% 1,846 $222K
DT Investment Partners, LLC 0.02% Reduce -17.8% 1,845 $222K
Slocum, Gordon & Co LLP 0.18% Add +0.1% 1,840 $221K
Motiv8 Investments LLC 0.15% Add +11.2% 1,833 $221K
Moody LYNN Lieberson & Walker, LLC 0.01% Add +1.3% 1,832 $220K
Kelly Financial Services LLC 0.08% New 1,826 $220K
2UniFi Bank 0.15% — 1,819 $219K
Montz Harcus Wealth Management LLC 0.12% Reduce -2.3% 1,810 $218K
Highland Capital Management, LLC 0.01% Add +0.4% 1,806 $217K
Medallion Wealth Advisors, LLC 0.11% — 1,746 $217K
Retirement Solution LLC 0.06% Reduce -1.2% 1,796 $216K
Court Place Advisors, LLC 0.07% No change 1,795 $216K
Garden State Investment Advisory Services LLC 0.07% Add +4.6% 1,792 $216K
Gemmer Asset Management LLC 0.02% No change 1,794 $216K
First Command Advisory Services, Inc. 0.00% Reduce -1.8% 1,792 $216K
Community Bank, N.A. 0.03% No change 1,789 $215K
Oak Harvest Investment Services 0.03% Add +4.1% 1,786 $215K
Prostatis Group LLC 0.06% New 1,785 $215K
Byrne Asset Management LLC 0.18% Add +0.4% 1,782 $214K
Thompson Investment Management, Inc. 0.03% No change 1,782 $214K
Traveka Wealth, LLC 0.12% New 1,782 $214K
Meridian Wealth Partners, LLC 0.03% Add +4.1% 1,781 $214K
Sand Hill Global Advisors, LLC 0.01% No change 1,780 $214K
Meridian Financial Partners LLC 0.11% No change 1,782 $214K
Acorn Creek Capital LLC 0.11% Add +1.2% 1,777 $214K
Cascade Investment Group, Inc. 0.15% No change 1,770 $213K
Fortis Capital Advisors, LLC 0.07% Reduce -11.5% 1,722 $212K
Morton Capital Management LLC 0.04% Add +0.5% 1,762 $212K
Alteri Wealth LLC 0.06% — 1,761 $212K
WealthPLAN Partners, LLC 0.03% Add +1.7% 1,758 $212K
American Institute for Advanced Investment Management, LLP 0.16% No change 1,751 $211K
Harfst & Associates, Inc. 0.04% No change 1,751 $211K
Sunbeam Capital Management, LLC 0.20% — 1,749 $210K
Firethorn Wealth Partners, LLC 0.10% Reduce -1.2% 1,748 $210K
SGL Investment Advisors, Inc. 0.11% New 1,400 $210K
Chapin Davis, Inc. 0.07% No change 1,725 $209K
Fox Run Management, L.L.C. 0.04% New 1,738 $209K
Bremer Bank National Association 0.04% Reduce -17.5% 1,734 $209K
Signet Financial Management, LLC 0.03% Add +2.3% 1,734 $209K
KKM Financial LLC 0.09% No change 1,733 $209K
WPG Advisers, LLC 0.19% — 1,732 $208K
Fairscale Capital, LLC 0.18% No change 1,732 $208K
Presilium Private Wealth, LLC 0.05% Reduce -2.3% 1,729 $208K
Mosaic Family Wealth Partners, LLC 0.03% Reduce -3.8% 1,725 $208K
Abel Hall, LLC 0.13% New 1,720 $207K
Fca Corp. 0.06% No change 1,720 $207K
Farmers National Bank 0.06% — 1,713 $206K
Spirepoint Private Client, LLC 0.03% New 1,707 $205K
Towercrest Capital Management 0.03% No change 3,924 $205K
Diligent Investors, LLC 0.05% Reduce -1.5% 1,704 $205K
Lakeshore Financial Planning, Inc. 0.09% Reduce -0.9% 1,701 $205K
Granite FO LLC 0.12% No change 1,700 $205K
Aft, Forsyth & Company, Inc. 0.10% No change 1,700 $205K
GKV Capital Management Co., Inc. 0.08% — 1,700 $205K
Abacus Planning Group, Inc. 0.04% Reduce -5.7% 1,700 $205K
West Michigan Advisors, LLC 0.06% New 1,678 $204K
Maple Capital Management, Inc. 0.01% New 1,696 $204K
Forza Wealth Management, LLC 0.09% No change 1,689 $203K
Marathon Capital Management 0.05% No change 1,687 $203K
Johnson & White Wealth Management, LLC 0.12% New 1,678 $203K
SlateStone Wealth, LLC 0.02% No change 1,688 $203K
Members Wealth LLC 0.15% — 1,352 $203K
BXM Wealth LLC 0.28% — 1,680 $202K
Montgomery Investment Management Inc. 0.08% New 1,680 $202K
GDS Wealth Management 0.02% New 1,679 $202K
Proathlete Wealth Management LLC 0.08% No change 1,667 $201K
Essex LLC 0.04% No change 1,664 $200K
Colonial Trust Advisors 0.02% No change 1,650 $199K
Versant Capital Management, Inc 0.04% Add +68.5% 1,631 $196K
American National Bank & Trust 0.02% Reduce -3.0% 1,608 $194K
Sound Income Strategies, LLC 0.01% Reduce -51.1% 1,601 $193K
Oarsman Capital, Inc. 0.03% Reduce -4.0% 1,588 $191K
R Squared Ltd 0.18% — 1,580 $190K
Loomis Sayles & Co. L P 0.00% Reduce -16.6% 1,579 $190K
C M Bidwell & Associates Ltd. 0.12% No change 1,574 $189K
Lavaca Capital LLC 0.08% New 1,562 $188K
Rosenberg Matthew Hamilton 0.05% No change 1,562 $188K
IMG Wealth Management, Inc. 0.17% — 1,560 $188K
BOK Financial Private Wealth, Inc. 0.01% Reduce -21.0% 1,540 $187K
GHP Investment Advisors, Inc. 0.01% Reduce -8.0% 1,537 $185K
Activest Wealth Management 0.05% Reduce -10.3% 1,527 $184K
Bfsg, LLC 0.02% No change 1,492 $180K
Fourth Dimension Wealth, LLC 0.09% — 1,447 $174K
CGC Financial Services, LLC 0.07% No change 1,443 $174K
Ulland Investment Advisors, LLC 0.12% No change 1,417 $171K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +95.8% 1,410 $170K
Westend Capital Management, LLC 0.05% Add +14.1% 1,369 $165K
City Holding Co. 0.02% Reduce -6.9% 1,357 $163K
Quest 10 Wealth Builders, Inc. 0.16% — 1,354 $163K
Valley Forge Investment Consultants Inc. Adv 0.06% Add +0.1% 1,331 $160K
Tortoise Investment Management, LLC 0.02% Add +0.1% 1,326 $160K
Synergy Asset Management, LLC 0.01% New 1,296 $157K
Archer Investment Corp 0.04% Add +1.1% 1,273 $153K
First Community Trust NA 0.11% No change 1,250 $150K
Global Financial Private Client, LLC 0.06% Add +0.7% 1,247 $150K
Kapitalo Investimentos Ltda 0.10% New 1,244 $150K
Y.D. More Investments Ltd 0.01% Reduce -11.2% 1,240 $149K
West Paces Advisors Inc. 0.04% No change 1,211 $146K
Coppell Advisory Solutions LLC 0.02% Reduce -0.7% 1,213 $146K
Aspetuck Financial Management LLC 0.11% — 1,200 $144K
Flagship Wealth Advisors, LLC 0.08% — 1,200 $144K
PrairieView Partners, LLC 0.02% No change 1,200 $144K
Pin Oak Investment Advisors Inc. 0.13% No change 1,175 $143K
First Financial Corp. 0.07% Reduce -0.8% 1,188 $143K
Birchbrook, Inc. 0.08% No change 1,173 $141K
Future Financial Wealth Managment LLC 0.10% Reduce -14.7% 1,162 $140K
Gen-Wealth Partners Inc 0.06% Reduce -12.6% 1,159 $139K
Oliver Lagore Vanvalin Investment Group 0.03% No change 1,125 $135K
Acima Private Wealth, LLC 0.05% No change 1,123 $135K
Union Savings Bank 0.07% Reduce -2.4% 1,113 $134K
Cove Street Capital, LLC 0.15% No change 1,100 $132K
VSM Wealth Advisory, LLC 0.05% — 1,180 $130K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +10.3% 1,075 $129K
Stephens Consulting, LLC 0.03% Reduce -8.5% 1,071 $129K
Piscataqua Savings Bank 0.11% No change 1,060 $128K
Marshall Investment Management, LLC 0.07% — 1,049 $127K
Safe Harbor Fiduciary, LLC 0.13% No change 1,040 $125K
Vision Financial Markets LLC 0.13% — 1,022 $123K
CarsonAllaria Wealth Management, Ltd. 0.07% Reduce -15.1% 1,009 $121K
S.A. Mason LLC 0.06% Add +0.7% 998 $120K
Chesapeake Asset Management LLC 0.11% Add +43.0% 998 $120K
Evermay Wealth Management LLC 0.02% Reduce -1.7% 981 $119K
Hopwood Financial Services, Inc. 0.09% — 986 $119K
Albion Financial Group 0.01% New 969 $117K
MV Capital Management, Inc. 0.01% Add +0.7% 963 $116K
JTC Employer Solutions Trustee Ltd 0.01% No change 944 $113K
Painted Porch Advisors LLC 0.05% Add +12.6% 922 $111K
TD Capital Management LLC 0.01% Add +0.9% 909 $109K
Cranbrook Wealth Management, LLC 0.03% Add +0.4% 903 $109K
ESL Trust Services, LLC 0.02% New 900 $108K
Proffitt & Goodson Inc. 0.02% No change 888 $107K
Copia Wealth Management 0.10% — 878 $106K
Picton Mahoney Asset Management 0.00% Add +47.8% 866 $104K
Brown, Lisle/Cummings, Inc. 0.03% Add +35.4% 860 $104K
Strategic Investment Solutions, Inc. 0.03% Reduce -2.7% 1,097 $103K
Newton One Investments LLC 0.04% New 848 $102K
Pacific Center for Financial Services 0.03% No change 845 $102K
Glen Eagle Advisors, LLC 0.02% No change 840 $101K
Indiana Trust & Investment Management Co 0.03% Add +3.3% 827 $100K
Mowery & Schoenfeld Wealth Management, LLC 0.19% Add +29.5% 826 $99K
Evelyn Partners Investment Management (Europe) Ltd 0.04% — 820 $99K
New England Capital Financial Advisors LLC 0.05% Add +1.0% 783 $94K
Union Bancaire Privee, UBP SA 0.00% — 775 $93K
Capula Management Ltd 0.00% Add +576.6% 751 $90K
PMV Capital Advisers, LLC 0.24% — 750 $90K
Gold Investment Management Ltd. 0.04% No change 750 $90K
True Wealth Design, LLC 0.03% Add +304.9% 745 $90K
Riverview Trust Co 0.08% Add +0.7% 737 $89K
AlphaMark Advisors, LLC 0.04% No change 725 $87K
Ruedi Wealth Management, Inc. 0.03% No change 718 $86K
FSC Wealth Advisors, LLC 0.06% Reduce -0.3% 718 $86K
Financial Life Planners 0.07% — 715 $86K
Davis Capital Management 0.07% No change 703 $85K
Kiely Wealth Advisory Group, Inc. 0.05% No change 577 $85K
Birch Capital Management, LLC 0.04% New 700 $84K
GF Fund Management Co. LTD. 0.00% — 689 $83K
Motco 0.01% Reduce -6.7% 655 $79K
Private Wealth Management Group, LLC 0.03% Reduce -3.2% 641 $77K
Cornerstone Planning Group LLC 0.02% Add +2.6% 581 $76K
Cassady Schiller Wealth Management, LLC 0.03% Add +8.2% 622 $75K
West Branch Capital LLC 0.02% No change 607 $73K
Accordant Advisory Group Inc 0.07% No change 603 $73K
BNP Paribas 0.00% No change 600 $72K
Beaird Harris Wealth Management, LLC 0.01% Reduce -11.2% 596 $72K
Atticus Wealth Management, LLC 0.02% Add +34.4% 594 $71K
Pineridge Advisors LLC 0.03% Add +1.0% 589 $71K
Pflug Koory, LLC 0.00% Reduce -15.0% 585 $70K
Richards, Merrill & Peterson, Inc. 0.04% — 576 $69K
Winthrop Capital Management, LLC 0.02% New 567 $68K
SOA Wealth Advisors, LLC. 0.01% Reduce -22.9% 542 $65K
Nordwand Advisors, LLC 0.03% No change 541 $65K
Global Wealth Strategies & Associates 0.02% No change 530 $64K
Canton Hathaway, LLC 0.02% No change 526 $63K
Tower View Wealth Management LLC 0.03% Add +0.8% 512 $62K
Criterion Capital Advisors, LLC 0.04% No change 600 $61K
Hoese & Co LLP 0.05% No change 500 $60K
IFS Advisors, LLC 0.05% New 500 $60K
Horizon Bancorp Inc. 0.03% Reduce -41.7% 500 $60K
Rakuten Securities, Inc. 0.02% Add +664.6% 497 $60K
Tacita Capital Inc 0.04% Reduce -37.9% 488 $59K
Tanglewood Legacy Advisors, LLC 0.03% No change 487 $59K
Wolff Wiese Magana LLC 0.04% No change 478 $58K
Intelligent Financial Strategies 0.03% No change 470 $57K
Covestor Ltd 0.04% Add +1.7% 474 $57K
Millstone Evans Group, LLC 0.04% — 472 $57K
Darwin Wealth Management, LLC 0.02% Add +0.5% 448 $54K
Retirement Wealth Solutions LLC 0.05% — 458 $54K
Capital A Wealth Management, LLC 0.09% — 444 $53K
Mb, Levis & Associates, LLC 0.03% No change 437 $53K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -25.3% 432 $52K
Jefferies Financial Group Inc. 0.00% New 432 $52K
POM Investment Strategies, LLC 0.04% Add +1.2% 427 $51K
Studio Investment Management LLC 0.01% No change 420 $51K
Kohmann Bosshard Financial Services, LLC 0.01% New 418 $50K
PSI Advisors, LLC 0.01% Add +0.2% 414 $50K
Asset Dedication, LLC 0.00% Add +55.5% 412 $50K
South Plains Financial, Inc. 0.04% — 412 $50K
Essex Investment Management Co. LLC 0.01% No change 402 $48K
Curio Wealth, LLC 0.03% — 400 $48K
Spectrum Wealth Counsel, LLC 0.01% No change 400 $48K
Winnacle Wealth LLC 0.05% — 401 $48K
DHJJ Financial Advisors, Ltd. 0.02% No change 389 $47K
Basso Capital Management, L.P. 0.04% No change 389 $47K
Founders Capital Management 0.03% No change 379 $46K
Catherine Avery Investment Management LLC 0.04% — 369 $44K
Winch Advisory Services, LLC 0.01% Add +13.3% 359 $43K
Truvestments Capital LLC 0.01% Add +113.8% 357 $43K
REAP Financial Group, LLC 0.01% Add +71.7% 352 $42K
Blume Capital Management, Inc. 0.01% No change 350 $42K
Transce3nd, LLC 0.01% — 344 $41K
Park Square Financial Group, LLC 0.03% — 341 $41K
Barrett & Company, Inc. 0.02% No change 339 $41K
Olistico Wealth, LLC 0.02% Add +0.3% 338 $41K
Nvwm, LLC 0.01% No change 333 $40K
Investors Research Corp 0.01% Add +2.8% 332 $40K
Pinney & Scofield, Inc. 0.03% — 330 $40K
Boyd Watterson Asset Management LLC 0.01% No change 322 $39K
Sierra Ocean, LLC 0.03% — 309 $37K
Financial Network Wealth Advisors LLC 0.07% Reduce -78.6% 308 $37K
Chelsea Counsel Co. 0.02% No change 300 $37K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -95.3% 303 $36K
Knuff & Co LLC 0.01% New 300 $36K
Ball & Co Wealth Management Inc. 0.03% — 307 $36K
Ameriflex Group, Inc. 0.02% — 274 $36K
Prestige Wealth Management Group LLC 0.01% No change 293 $36K
Concord Wealth Partners 0.01% Reduce -10.0% 278 $33K
McClarren Financial Advisors, Inc. 0.09% New 275 $33K
Sachetta, LLC 0.01% Add +1.1% 270 $33K
Cherry Tree Wealth Management, LLC 0.01% No change 269 $32K
Meeder Asset Management Inc. 0.00% Reduce -8.9% 267 $32K
Trust Co 0.00% No change 264 $32K
Financial Perspectives, Inc 0.01% No change 261 $31K
Dunhill Financial, LLC 0.01% Add +8.8% 261 $31K
Bell Investment Advisors, Inc 0.01% Reduce -7.7% 251 $30K
Maryland Capital Advisors Inc. 0.01% No change 239 $29K
Tidemark, LLC 0.01% Add +0.8% 238 $29K
Iron Horse Wealth Management, LLC 0.01% Add +1.3% 236 $28K
Aspect Partners, LLC 0.02% No change 235 $28K
PFS Partners, LLC 0.02% No change 234 $28K
EnRich Financial Partners LLC 0.01% No change 233 $28K
S&T Bank 0.01% New 225 $27K
Highline Wealth Partners LLC 0.01% Add +24.3% 225 $27K
Valley Wealth Managers, Inc. 0.00% No change 223 $27K
Frazier Financial Advisors, LLC 0.02% Reduce -14.5% 207 $25K
NewSquare Capital LLC 0.00% Add +53.7% 206 $25K
Global Trust Asset Management, LLC 0.01% Add +98.0% 202 $24K
RE Dickinson Investment Advisors, LLC 0.02% No change 200 $24K
St. Johns Investment Management Company, LLC 0.01% No change 200 $24K
Mizuho Bank, Ltd. 0.01% New 200 $24K
Bray Capital Advisors 0.01% No change 200 $24K
McIlrath & Eck, LLC 0.00% Reduce -64.3% 200 $24K
Red Tortoise LLC 0.01% No change 192 $23K
Clearstead Trust, LLC 0.00% No change 190 $23K
Atala Financial Inc 0.02% — 186 $22K
JNBA Financial Advisors 0.00% No change 183 $22K
Prudent Man Investment Management, Inc. 0.01% — 180 $22K
DiNuzzo Private Wealth, Inc. 0.00% Add +0.6% 173 $21K
Creekmur Asset Management LLC 0.00% Add +0.6% 167 $20K
Legacy Investment Solutions, LLC 0.01% Reduce -19.6% 139 $20K
Legacy Wealth Managment, LLC 0.01% Reduce -19.6% 139 $20K
Robinswood Financial LLC 0.01% No change 166 $20K
Rialto Wealth Management, LLC 0.01% — 164 $20K
Burkett Financial Services, LLC 0.01% Add +0.6% 161 $19K
Promus Capital, LLC 0.01% — 156 $19K
Bellwether Advisors, LLC 0.00% New 155 $19K
Financial Freedom, LLC 0.01% Add +0.7% 151 $18K
Cyrus J. Lawrence, LLC 0.00% No change 150 $18K
Hanson & Doremus Investment Management 0.00% No change 150 $18K
Mark Sheptoff Financial Planning, LLC 0.01% No change 148 $18K
Vermillion Wealth Management, Inc. 0.01% — 143 $17K
Country Trust Bank 0.00% No change 140 $17K
Caitlin John, LLC 0.01% No change 139 $17K
FSA Wealth Management LLC 0.01% No change 136 $16K
Centricity Wealth Management, LLC 0.01% — 130 $16K
Core Alternative Capital 0.00% Add +45.5% 128 $15K
Avion Wealth 0.00% Add +14.8% 132 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 118 $14K
Hurley Capital, LLC 0.01% — 105 $14K
Christopher J. Hasenberg, Inc 0.01% No change 114 $14K
WR Wealth Planners, LLC 0.00% Reduce -63.2% 113 $14K
Sugar Maple Asset Management, LLC 0.01% New 110 $13K
HighMark Wealth Management LLC 0.01% Reduce -23.8% 109 $13K
MidAtlantic Capital Management, Inc. 0.01% No change 106 $13K
Pacifica Partners Inc. 0.01% No change 100 $12K
TruNorth Capital Management, LLC 0.00% No change 100 $12K
Tradewinds Capital Management, LLC 0.00% New 100 $12K
Nemes Rush Group LLC 0.00% Add +61.3% 100 $12K
First PREMIER Bank 0.00% No change 100 $12K
Financial Gravity Companies, Inc. 0.00% No change 99 $12K
Graney & King, LLC 0.01% — 96 $12K
WealthCollab, LLC 0.01% No change 95 $11K
JDM Financial Group LLC 0.01% No change 95 $11K
Chapman Financial Group, LLC 0.01% — 87 $10K
Financially Speaking Inc 0.01% — 85 $10K
Wolverine Asset Management LLC 0.00% New 84 $10K
Clark Wealth Partners 0.01% — 79 $10K
Minot DeBlois Advisors LLC 0.01% — 76 $9K
Ransom Advisory, Ltd 0.00% No change 75 $9K
MeadowBrook Investment Advisors LLC 0.01% Reduce -28.6% 75 $9K
Northwest Capital Management Inc 0.00% Reduce -76.4% 75 $9K
Cetera Trust Company, N.A 0.01% No change 72 $9K
Anfield Capital Management, LLC 0.00% No change 69 $8K
Tucker Asset Management LLC 0.00% Reduce -96.9% 62 $7K
Atlas Capital Advisors Inc. 0.00% No change 62 $7K
Aviso Financial Inc. 0.00% New 61 $7K
IAG Wealth Partners, LLC 0.00% Reduce -70.0% 60 $7K
Runnymede Capital Advisors, Inc. 0.01% — 57 $7K
Trifecta Capital Advisors, LLC 0.00% No change 55 $7K
Creative Capital Management Investments LLC 0.00% New 55 $7K
Raffa Wealth Management, LLC 0.00% New 53 $6K
WealthTrak Capital Management LLC 0.01% — 52 $6K
Arlington Trust Co LLC 0.00% New 52 $6K
Mainstream Capital Management LLC 0.00% New 50 $6K
First Pacific Financial 0.00% New 50 $6K
Cedar Mountain Advisors, LLC 0.00% New 50 $6K
New Wave Wealth Advisors LLC 0.00% New 47 $6K
1620 Investment Advisors, Inc. 0.00% Add +318.2% 46 $6K
Wiser Advisor Group LLC 0.01% Add +2.3% 44 $5K
PayPay Securities Corp 0.22% Add +5.0% 42 $5K
Conquis Financial LLC 0.01% — 42 $5K
Evolution Advisers, Inc. 0.00% Add +290.9% 43 $5K
Briaud Financial Planning Inc 0.00% No change 45 $5K
CBIZ Investment Advisory Services, LLC 0.00% Add +66.7% 40 $5K
SWAN Capital LLC 0.00% No change 40 $5K
Synergy Investment Management, LLC 0.00% — 40 $5K
Holos Integrated Wealth LLC 0.00% — 39 $5K
Physician Wealth Advisors, Inc. 0.00% New 38 $5K
Principia Wealth Advisory, LLC 0.00% — 38 $5K
Menard Financial Group LLC 0.00% New 38 $5K
Operose Advisors LLC 0.00% Reduce -93.7% 34 $4K
High Note Wealth, LLC 0.00% New 32 $4K
Altshuler Shaham Ltd 0.00% Reduce -81.1% 32 $4K
PFG Private Wealth Management, LLC 0.00% No change 30 $4K
Abound Wealth Management 0.00% Add +20.8% 29 $3K
Transcendent Capital Group LLC 0.00% No change 28 $3K
Advantage Trust Co 0.00% New 28 $3K
SJS Investment Consulting Inc. 0.00% Reduce -85.2% 26 $3K
XY Capital Ltd 0.00% New 25 $3K
Lummis Asset Management, LP 0.00% No change 23 $3K
WestEnd Advisors, LLC 0.00% Add +11.8% 19 $2K
Rise Advisors, LLC 0.00% Reduce -88.7% 17 $2K
Valued Wealth Advisors LLC 0.00% No change 17 $2K
New Millennium Group LLC 0.00% No change 17 $2K
Wood Tarver Financial Group, LLC 0.00% — 21 $2K
Hara Capital LLC 0.00% No change 15 $2K
Broadwater Capital Management LLC 0.00% No change 14 $2K
Horizon Financial Services, LLC 0.00% No change 14 $2K
Marquette Asset Management, LLC 0.00% No change 9 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 8 $961
Lanark Financial, Inc. 0.08% — 6 $836
Elevation Wealth Partners, LLC 0.00% No change 6 $723

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