PPLPPL

13F holders, Q1 2025 (March 31)
908holders +44
112new positions
67sold out
6famous investors
$36.12avg. 13F price*

At the end of Q1 2025, 908 institutions reported holding PPL Corp. (PPL) in their 13F filings, up 44 from Q4 2024. 112 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($3.3B), BlackRock, Inc. ($2.1B) and Franklin Resources Inc. ($1.3B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
PPL Corp.
Sector
Utilities
CUSIP
69351T106
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 771Q1 2024Q2 2024: 795Q2 2024Q3 2024: 824Q3 2024Q4 2024: 864Q4 2024Q1 2025: 908Q1 2025Q2 2025: 894Q2 2025Q3 2025: 927Q3 2025Q4 2025: 970Q4 2025Q1 2026: 993Q1 2026Q2 2026: 1,037Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions112$133.4M
Exits67$115.6M

All 13F filers, Q4 2024 → Q1 2025: 38,686,975 shares bought and 21,572,798 shares sold, net +17,114,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 908 holders

Vanguard Group Inc. 0.06% Reduce -0.6% 91,345,403 $3.3B
BlackRock, Inc. 0.05% Reduce -3.1% 59,329,081 $2.1B
Franklin Resources Inc. 0.39% Add +1.1% 37,252,774 $1.3B
State Street Corp. 0.05% Add +1.5% 36,490,427 $1.3B
Wellington Management Group LLP 0.21% Reduce -4.6% 30,593,393 $1.1B
Invesco Ltd. 0.19% Add +1.7% 27,938,545 $1.0B
Geode Capital Management, LLC 0.05% Add +3.8% 18,347,087 $660.4M
Hotchkis & Wiley Capital Management LLC 1.63% Reduce -1.9% 13,532,239 $488.6M
Bank of America Corp. 0.04% Add +4.0% 13,183,943 $476.1M
Boston Partners 0.57% Add +37.2% 13,062,423 $471.8M
FMR LLC 0.03% Add +85.4% 11,552,970 $417.2M
Northern Trust Corp. 0.05% Add +0.3% 8,598,814 $310.5M
Federated Hermes, Inc. 0.62% Add +1.4% 7,998,199 $288.8M
Alliancebernstein L.P. 0.10% Add +3.9% 7,881,695 $284.6M
Morgan Stanley 0.02% Add +5.5% 7,265,482 $262.4M
Norges Bank 0.04% Add +2.6% 7,222,349 $260.8M
Cohen & Steers, Inc. 0.44% Reduce -6.0% 6,568,067 $237.2M
Clearbridge Investments, LLC 0.20% Add +7.8% 6,447,812 $232.8M
Goldman Sachs Group Inc. 0.04% Add +124.8% 6,263,002 $226.2M
Massachusetts Financial Services Co. 0.07% Reduce -8.2% 5,926,080 $214.0M
Legal & General Group Plc 0.06% Add +4.3% 5,728,926 $206.9M
Bank of New York Mellon Corp 0.04% Add +0.6% 5,121,253 $184.9M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.1% 4,894,182 $176.7M
JPMorgan Chase & Co. 0.01% Add +42.9% 4,779,155 $172.6M
Raymond James Financial Inc. 0.06% Reduce -1.6% 4,473,175 $161.5M
Reaves W H & Co. Inc. 3.81% Add +4.8% 4,139,985 $149.5M
Jennison Associates LLC 0.10% Reduce -1.9% 4,124,758 $148.9M
Barclays PLC 0.07% Add +81.7% 3,980,712 $143.7M
Bahl & Gaynor LLC 0.73% Add +0.9% 3,972,797 $143.5M
ExodusPoint Capital Management, LP 1.71% Add +101.5% 3,586,335 $129.5M
UBS Group AG 0.03% Add +17.4% 3,576,830 $129.2M
California Public Employees Retirement System 0.08% Reduce -3.9% 3,272,181 $118.2M
Energy Income Partners, LLC 2.25% Add +3.4% 3,257,104 $117.6M
Duff & Phelps Investment Management Co. 1.27% Add +2.8% 3,012,100 $108.8M
Envestnet Asset Management Inc. 0.03% Add +9.2% 2,975,310 $107.4M
American Century Companies Inc. 0.06% Add +1418.1% 2,909,371 $105.1M
Dimensional Fund Advisors LP 0.03% Add +6.4% 2,817,144 $101.7M
Wells Fargo & Company 0.02% Reduce -0.4% 2,808,076 $101.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +7.2% 2,770,101 $100.0M
Bank of Montreal 0.05% Reduce -16.1% 2,719,272 $98.2M
Aventail Capital Group, LP 4.48% Reduce -18.0% 2,509,917 $90.6M
CBRE Investment Management Listed Real Assets LLC 1.37% Add +23.4% 2,465,342 $89.0M
Millennium Management 0.09% Reduce -33.9% 2,451,508 $88.5M
Empower Advisory Group, LLC 0.29% Add +2.5% 2,433,328 $87.9M
First Trust Advisors LP 0.07% Add +21.3% 2,299,535 $83.0M
Swiss National Bank 0.05% Reduce -0.1% 2,081,400 $75.2M
Royal Bank of Canada 0.02% Add +34.0% 2,040,409 $73.7M
Merewether Investment Management, LP 2.58% Reduce -8.8% 1,968,812 $71.1M
Deutsche Bank AG 0.03% Reduce -3.6% 1,937,747 $70.0M
Cullen Capital Management, LLC 0.78% Reduce -1.4% 1,864,500 $67.3M
HSBC Holdings PLC 0.04% Reduce -6.3% 1,763,503 $63.6M
Manufacturers Life Insurance Company, The 0.06% Reduce -2.0% 1,758,389 $63.5M
Nuveen, LLC 0.02% — 1,662,148 $60.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +2.3% 1,659,576 $59.9M
Soroban Capital Partners LP 0.80% Reduce -19.3% 1,572,134 $56.8M
LPL Financial LLC 0.02% Add +8.8% 1,420,489 $51.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.30% Add +0.7% 1,409,382 $50.9M
Rhumbline Advisers 0.05% Add +7.5% 1,373,077 $49.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +13.0% 1,332,267 $48.1M
Victory Capital Management Inc. 0.05% Add +2.1% 1,310,536 $47.3M
Verition Fund Management LLC 0.28% Reduce -59.5% 1,287,821 $46.5M
Renaissance Technologies 0.07% Add +920.1% 1,252,374 $45.2M
BNP Paribas Financial Markets 0.03% Reduce -25.6% 1,168,664 $42.2M
Berkshire Asset Management LLC 1.97% Reduce -5.5% 1,153,694 $41.1M
T. Rowe Price Associates Inc. 0.00% Add +1.8% 1,083,934 $39.1M
Electron Capital Partners, LLC 2.67% Reduce -55.8% 1,033,504 $37.3M
Aberdeen Group plc 0.07% Reduce -8.2% 1,007,656 $36.3M
National Pension Service 0.03% Add +0.6% 1,005,917 $36.3M
Brookfield Corp 0.05% Add +38.2% 998,207 $36.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.26% — 983,400 $35.5M
UniSuper Management Pty Ltd 0.26% Add +104.3% 972,889 $35.1M
Ensign Peak Advisors, Inc 0.07% Add +1.0% 954,449 $34.5M
California State Teachers Retirement System 0.04% Reduce -2.3% 873,349 $31.5M
Principal Financial Group Inc. 0.02% Reduce -0.6% 868,946 $31.4M
Ceredex Value Advisors LLC 0.65% New 820,200 $29.6M
Freestone Grove Partners LP 0.30% New 812,353 $29.3M
Citigroup Inc. 0.02% Add +114.8% 787,754 $28.4M
Allianz Asset Management GmbH 0.04% Reduce -0.6% 775,160 $28.0M
State Board of Administration of Florida Retirement System 0.06% No change 769,575 $27.8M
Canada Pension Plan Investment Board 0.03% Reduce -44.1% 754,534 $27.2M
Stifel Financial Corp. 0.03% Add +1.0% 740,762 $26.7M
Sei Investments Co. 0.03% Add +63.7% 725,224 $26.2M
Arrowstreet Capital, Limited Partnership 0.02% Add +959.7% 709,319 $25.6M
Truist Financial Corp. 0.04% Add +1.6% 708,002 $25.6M
Natixis Advisors, LLC 0.05% Add +2.1% 704,750 $25.4M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -2.3% 673,800 $24.3M
Artemis Investment Management LLP 0.36% Add +33.8% 645,743 $23.3M
Yaupon Capital Management LP 1.71% Reduce -17.8% 643,928 $23.3M
National Bank of Canada 0.03% Add +37.1% 616,629 $22.3M
Gabelli Funds LLC 0.17% Add +0.3% 597,140 $21.6M
New York State Teachers Retirement System 0.05% Reduce -0.0% 572,645 $20.7M
AQR Capital Management 0.02% Add +8.4% 565,651 $20.4M
SummitTX Capital, L.P. 0.89% — 560,556 $20.2M
Picton Mahoney Asset Management 0.68% Add +27.6% 546,309 $19.7M
Russell Investments Group, Ltd. 0.03% Add +22.5% 529,102 $19.1M
State of Wisconsin Investment Board 0.05% Reduce -3.6% 527,036 $19.0M
Galvin, Gaustad & Stein, LLC 1.70% Reduce -2.5% 519,643 $18.8M
Mackenzie Financial Corp. 0.03% Add +1.6% 519,153 $18.7M
Macquarie Group Ltd. 0.02% Reduce -12.2% 518,698 $18.7M
PNC Financial Services Group, Inc. 0.01% Add +0.9% 518,261 $18.7M
Gotham Asset Management 0.15% Add +27.6% 487,841 $17.6M
AE Wealth Management LLC 0.15% Add +23.2% 482,210 $17.4M
Magellan Asset Management Ltd 0.21% Reduce -2.6% 481,746 $17.4M
Van Lanschot Kempen Investment Management N.V. 0.17% Add +2.8% 453,061 $16.4M
Brandywine Global Investment Management, LLC 0.12% Reduce -0.2% 449,453 $16.2M
Amundi 0.01% Add +10.8% 441,334 $16.0M
Asset Management One Co., Ltd. 0.05% Reduce -2.5% 438,866 $15.8M
Dana Investment Advisors, Inc. 0.55% Add +1369.3% 426,817 $15.4M
Janney Montgomery Scott LLC 0.04% Reduce -5.5% 418,419 $15.1M
Prudential Financial Inc. 0.02% Reduce -0.3% 401,066 $14.5M
Fred Alger Management, LLC 0.08% Add +25.2% 391,828 $14.2M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.0% 387,852 $14.0M
Mariner, LLC 0.02% Add +1.0% 378,748 $13.7M
Wedge Capital Management L L P 0.25% Reduce -3.2% 364,325 $13.2M
Fisher Funds Management LTD 0.32% No change 360,837 $13.0M
Martingale Asset Management L P 0.33% Add +67.6% 356,828 $12.9M
Kingdon Capital Management, L.L.C. 2.62% Add +32.1% 350,000 $12.6M
CANADA LIFE ASSURANCE Co 0.02% Reduce -0.1% 343,700 $12.4M
Treasurer of the State of North Carolina 0.05% Add +4.1% 337,976 $12.2M
CIBC Asset Management Inc 0.04% Reduce -1.7% 333,267 $12.0M
Sit Investment Associates Inc. 0.28% Reduce -8.2% 332,615 $12.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -8.3% 327,288 $11.8M
Royal London Asset Management Ltd. 0.03% Add +13.2% 318,362 $11.5M
Miller Howard Investments Inc. 0.36% Add +6.5% 310,552 $11.2M
Pictet Asset Management Holding SA 0.01% Add +0.3% 307,171 $11.1M
Sagefield Capital LP 1.33% Add +22.4% 305,442 $11.0M
Commonwealth Equity Services, LLC 0.02% Add +4.7% 304,686 $11.0M
Corebridge Financial, Inc. 0.06% Reduce -5.0% 303,395 $11.0M
New England Asset Management Inc. 1.86% Add +0.6% 303,010 $10.9M
Ameriprise Financial Inc. 0.00% Reduce -0.7% 301,694 $10.9M
Nomura Asset Management Co. Ltd. 0.03% Add +3.2% 301,868 $10.9M
New York State Common Retirement Fund 0.02% Reduce -4.8% 298,051 $10.8M
Korea Investment CORP 0.02% Reduce -50.0% 280,885 $10.1M
Tiaa Trust, National Association 0.03% Add +129.2% 280,308 $10.1M
Investment Management Corp of Ontario 0.20% Add +81.7% 277,429 $10.0M
Cetera Investment Advisers 0.02% Add +53.5% 275,934 $10.0M
Kayne Anderson Capital Advisors LP 0.22% New 275,254 $9.9M
Roffman Miller Associates Inc. 0.61% Add +19.2% 265,963 $9.6M
Toronto Dominion Bank 0.02% Add +2.4% 261,807 $9.5M
Nisa Investment Advisors, LLC 0.05% Reduce -28.0% 257,879 $9.4M
Mercer Global Advisors Inc. 0.02% Add +12.7% 260,054 $9.4M
TD Asset Management Inc 0.01% Add +0.3% 259,387 $9.4M
Cresset Asset Management, LLC 0.05% Add +5.4% 255,608 $9.3M
QRG Capital Management, Inc. 0.09% Add +0.3% 252,406 $9.1M
Voya Investment Management LLC 0.01% Add +0.6% 250,954 $9.1M
Corient Private Wealth LP 0.01% Reduce -10.6% 245,473 $8.9M
Public Employees Retirement System of Ohio 0.03% Reduce -9.7% 244,519 $8.8M
Van Eck Associates Corp. 0.01% Add +5.9% 243,072 $8.8M
F/m Investments LLC 0.35% Reduce -2.6% 241,329 $8.7M
State of Tennessee, Department of Treasury 0.03% Reduce -2.1% 240,086 $8.7M
Resona Asset Management Co.,Ltd. 0.05% Add +2.5% 236,227 $8.5M
Wealthfront Advisers LLC 0.02% Add +18.5% 232,856 $8.4M
Bridgewater Associates 0.04% Reduce -67.9% 225,836 $8.2M
Illinois Municipal Retirement Fund 0.12% Reduce -9.8% 222,120 $8.0M
State of New Jersey Common Pension Fund D 0.04% No change 220,140 $7.9M
HighTower Advisors, LLC 0.01% Add +36.8% 217,325 $7.8M
Oppenheimer Asset Management Inc. 0.10% Add +2.9% 216,974 $7.8M
State of Michigan Retirement System 0.04% No change 215,048 $7.8M
Arizona State Retirement System 0.05% Reduce -0.4% 213,410 $7.7M
Kettle Hill Capital Management, LLC 2.11% Reduce -36.3% 213,346 $7.7M
Comerica Bank 0.03% Add +2.7% 211,686 $7.6M
Beach Investment Counsel Inc. 1.10% Add +12.6% 206,976 $7.5M
Osaic Holdings, Inc. 0.02% Add +8.2% 205,256 $7.4M
Public Sector Pension Investment Board 0.03% Add +3.1% 197,424 $7.1M
Foster Victor Wealth Advisors, LLC 0.56% Reduce -1.2% 201,233 $7.0M
MetLife Investment Management, LLC 0.04% Reduce -1.8% 191,758 $6.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +165.1% 186,891 $6.7M
Hennessy Advisors Inc. 0.22% Reduce -4.7% 181,419 $6.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -3.1% 180,656 $6.5M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +214.0% 180,590 $6.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +33.8% 172,141 $6.2M
IFM Investors Pty Ltd 0.07% Reduce -21.2% 170,442 $6.2M
Czech National Bank 0.06% Add +5.9% 169,508 $6.1M
Susquehanna International Group, LLP 0.01% Reduce -47.1% 169,418 $6.1M
Slocum, Gordon & Co LLP 4.53% Reduce -1.2% 168,357 $6.1M
Grandview Asset Management LLC 2.27% Add +0.3% 165,429 $6.0M
BTG Pactual Asset Management US LLC 0.77% New 165,109 $6.0M
Retirement Systems of Alabama 0.02% Reduce -0.7% 158,651 $5.7M
Bollard Group LLC 0.14% Add +0.7% 152,563 $5.5M
Amalgamated Bank 0.05% Add +0.7% 147,818 $5.3M
HITE Hedge Asset Management LLC 0.33% Reduce -72.4% 146,568 $5.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -0.1% 141,159 $5.1M
Zions Bancorporation, National Association 0.31% — 136,651 $4.9M
Guggenheim Capital LLC 0.05% Reduce -2.3% 134,569 $4.9M
Howard Capital Management, LLC 0.12% Reduce -0.5% 130,751 $4.7M
Panagora Asset Management Inc. 0.02% New 129,384 $4.7M
Glenmede Trust Co. NA 0.03% Add +3.1% 128,892 $4.7M
Creative Planning 0.00% Add +5.7% 128,651 $4.6M
Quantinno Capital Management LP 0.03% Add +41.6% 128,199 $4.6M
Yousif Capital Management, LLC 0.05% Reduce -3.1% 127,774 $4.6M
New Age Alpha Advisors, LLC 0.20% Reduce -31.5% 126,329 $4.6M
Ausbil Investment Management Ltd 2.77% Reduce -6.2% 125,681 $4.5M
MML Investors Services, LLC 0.02% Add +11.8% 125,490 $4.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.6% 123,756 $4.5M
Utah Retirement Systems 0.05% No change 122,150 $4.4M
Sanctuary Advisors, LLC 0.03% Add +6.9% 121,526 $4.4M
Equitable Holdings, Inc. 0.04% Add +6.0% 121,036 $4.4M
ProShare Advisors LLC 0.01% Add +3.9% 116,208 $4.2M
LSV Asset Management 0.01% Reduce -27.7% 115,000 $4.2M
Jacobi Capital Management LLC 0.30% Reduce -0.3% 113,968 $4.1M
Teacher Retirement System of Texas 0.02% Reduce -30.7% 113,551 $4.1M
IFP Advisors, Inc 0.12% Add +15.3% 110,907 $4.0M
NEOS Investment Management LLC 0.08% Add +161.5% 110,442 $4.0M
AMG National Trust Bank 0.11% Add +2.5% 110,317 $4.0M
Wexford Capital LP 1.02% New 109,076 $3.9M
Police & Firemen's Retirement System of New Jersey 0.04% No change 106,917 $3.9M
Daiwa Securities Group Inc. 0.02% Reduce -9.2% 104,864 $3.8M
Vanguard Personalized Indexing Management, LLC 0.06% Add +7.7% 104,360 $3.8M
Lanark Financial, Inc. 0.32% — 102,357 $3.7M
Xponance LLC 0.04% Add +1.8% 100,261 $3.6M
Zimmer Partners, LP 0.07% New 100,000 $3.6M
M&T Bank Corp 0.01% Add +21.9% 99,351 $3.6M
New York Life Investment Management LLC 0.04% Reduce -0.4% 98,842 $3.6M
US Bancorp \de 0.00% Add +9.4% 94,242 $3.4M
Lido Advisors, LLC 0.02% Reduce -47.4% 90,277 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +15.5% 90,596 $3.3M
Nissay Asset Management Corp. /Japan 0.02% Add +1.3% 90,253 $3.3M
Atria Investments, Inc 0.04% Add +24.9% 90,251 $3.3M
Cibc World Markets Corp. 0.03% Reduce -23.5% 89,039 $3.2M
DRW Securities, LLC 0.27% New 88,683 $3.2M
Private Advisor Group, LLC 0.02% Reduce -1.3% 88,680 $3.2M
&partners 0.03% Add +15.9% 87,935 $3.1M
State of Alaska, Department of Revenue 0.04% Add +2.8% 86,496 $3.1M
STRS Ohio 0.01% Reduce -32.5% 86,423 $3.1M
Pacer Advisors, Inc. 0.01% Reduce -28.2% 86,062 $3.1M
Mutual of America Capital Management LLC 0.04% Reduce -46.5% 85,842 $3.1M
Hennion & Walsh Asset Management, Inc. 0.14% Add +14.2% 84,581 $3.1M
KCM Investment Advisors LLC 0.10% Reduce -8.7% 80,316 $2.9M
Quadrant Private Wealth Management, LLC 0.72% Add +0.8% 79,544 $2.9M
Leelyn Smith, LLC 0.51% Reduce -1.2% 80,132 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -47.9% 79,489 $2.9M
Jefferies Financial Group Inc. 0.05% New 79,357 $2.9M
Balyasny Asset Management L.P. 0.01% Reduce -91.0% 78,733 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +17.5% 79,088 $2.8M
Bank of Nova Scotia 0.01% Reduce -21.7% 77,070 $2.8M
Portfolio Design Labs, LLC 0.57% Reduce -25.6% 76,610 $2.8M
Walleye Capital LLC 0.03% New 76,229 $2.8M
D. E. Shaw & Co. 0.00% Reduce -88.5% 75,977 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 75,782 $2.7M
Avantax Advisory Services, Inc. 0.02% Add +1.8% 75,512 $2.7M
O'shaughnessy Asset Management, LLC 0.02% Add +25.0% 75,466 $2.7M
TD Private Client Wealth LLC 0.07% Add +10.7% 75,440 $2.7M
Jane Street Group, LLC 0.00% Add +37.8% 74,379 $2.7M
Arkfeld Wealth Strategies, L.L.C. 1.15% Reduce -0.6% 77,832 $2.7M
Pathstone Holdings, LLC 0.01% Add +65.3% 72,804 $2.6M
Delta Global Management LP 0.19% New 72,202 $2.6M
Argyle Capital Management, LLC 0.96% Add +0.1% 71,916 $2.6M
Captrust Financial Advisors 0.01% Add +88.1% 71,695 $2.6M
American Assets Investment Management, LLC 0.22% No change 70,000 $2.5M
1832 Asset Management L.P. 0.00% Reduce -10.5% 69,315 $2.5M
DAVENPORT & Co LLC 0.01% Add +5.4% 67,784 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +7.9% 67,258 $2.4M
Cantor Fitzgerald Investment Advisors L.P. 0.18% Reduce -52.1% 66,999 $2.4M
Rakuten Investment Management, Inc. 0.01% — 67,471 $2.4M
Rafferty Asset Management, LLC 0.01% Reduce -19.8% 66,437 $2.4M
Public Employees Retirement Association of Colorado 0.01% No change 65,620 $2.4M
Mount Vernon Associates Inc. 1.92% No change 65,175 $2.4M
Oregon Public Employees Retirement Fund 0.04% Add +1.5% 64,173 $2.3M
Vestcor Inc 0.08% Add +30.6% 63,887 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -14.9% 62,837 $2.3M
Woodline Partners LP 0.01% Add +40.7% 62,375 $2.3M
First National Trust Co 0.09% Reduce -1.7% 62,274 $2.2M
Rockefeller Capital Management L.P. 0.01% Add +33.2% 62,069 $2.2M
Fulton Bank, N.A. 0.09% Add +6.9% 60,952 $2.2M
KBC Group NV 0.01% Reduce -16.3% 60,829 $2.2M
Mizuho Securities USA LLC 0.05% Reduce -15.5% 59,115 $2.1M
Tower Research Capital LLC (TRC) 0.06% Add +37.9% 58,147 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Add +4.2% 56,964 $2.1M
Tema ETFs LLC 0.61% New 56,421 $2.0M
Vestmark Advisory Solutions, Inc. 0.05% Add +104.2% 56,132 $2.0M
S&T Bank 0.66% Reduce -1.7% 56,032 $2.0M
Ascent Group, LLC 0.09% Reduce -19.1% 55,180 $2.0M
Spirit of America Management Corp. 0.40% Add +2.5% 54,450 $2.0M
Advisors Asset Management, Inc. 0.04% Reduce -5.8% 54,156 $2.0M
Stolper Co 0.64% Add +0.4% 54,138 $2.0M
Janus Henderson Group PLC 0.00% Reduce -33.8% 54,093 $1.9M
DC Investments Management, LLC 0.99% Reduce -10.0% 53,464 $1.9M
NewEdge Advisors, LLC 0.01% Add +22.3% 52,822 $1.9M
Dynasty Wealth Management, LLC 0.03% Add +5.2% 52,422 $1.9M
Andra AP-fonden 0.03% Add +138.1% 52,389 $1.9M
Farmers & Merchants Trust Co of Chambersburg PA 0.67% Reduce -2.7% 52,187 $1.9M
Brasada Capital Management, LP 0.38% Add +8.8% 56,156 $1.9M
Gateway Investment Advisers LLC 0.02% Add +214.6% 51,344 $1.9M
Swiss Life Asset Management Ltd 0.01% Add +87.6% 51,140 $1.8M
Kentucky Retirement Systems 0.06% Reduce -0.6% 50,418 $1.8M
Arbor Capital Management Inc. 1.72% Add +2.9% 48,958 $1.8M
Ethos Financial Group, LLC 0.17% New 48,931 $1.8M
Icon Wealth Advisors, LLC 0.14% Reduce -0.8% 48,581 $1.8M
J.W. Cole Advisors, Inc. 0.05% Add +514.8% 47,472 $1.7M
Berkeley Capital Partners, LLC 0.46% Add +3.3% 46,759 $1.7M
Monarch Capital Management Inc. 0.46% Reduce -1.1% 45,656 $1.7M
Rothschild Investment LLC 0.11% Reduce -0.1% 45,463 $1.6M
Hartford Investment Management Co. 0.06% Reduce -1.0% 45,072 $1.6M
DekaBank Deutsche Girozentrale 0.00% Reduce -0.9% 45,617 $1.6M
First Bank & Trust 0.31% Reduce -9.2% 44,615 $1.6M
CW Advisors, LLC 0.02% Add +128.2% 44,250 $1.6M
Gulf International Bank (UK) Ltd 0.05% Reduce -24.4% 43,620 $1.6M
Trexquant Investment LP 0.02% Reduce -77.4% 43,496 $1.6M
Plan Group Financial, LLC 0.56% Add +45.0% 43,418 $1.6M
Commerce Bank 0.01% Reduce -4.0% 43,195 $1.6M
Keybank National Association 0.01% Reduce -8.8% 43,143 $1.6M
Two Sigma Advisers, LP 0.00% New 41,400 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.6% 41,118 $1.5M
Sterling Capital Management LLC 0.02% Reduce -6.2% 41,065 $1.5M
Cerity Partners LLC 0.00% Add +1.5% 40,911 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -50.1% 40,947 $1.5M
Schroder Investment Management Group 0.00% Reduce -1.0% 41,013 $1.5M
Valley National Advisers Inc. 0.26% Add +10.6% 40,033 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -1.0% 39,978 $1.4M
Louisiana State Employees Retirement System 0.03% No change 39,700 $1.4M
Chancellor Financial Group WB LP 1.18% Add +56.9% 39,435 $1.4M
Farther Finance Advisors, LLC 0.04% Add +81.6% 39,288 $1.4M
Westpac Banking Corp. 0.10% Reduce -0.3% 39,154 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -1.6% 39,018 $1.4M
Bleakley Financial Group, LLC 0.04% Add +4.2% 38,538 $1.4M
Ameritas Investment Partners, Inc. 0.05% Add +4.3% 38,494 $1.4M
Chelsea Counsel Co. 0.75% No change 37,950 $1.4M
Ninepoint Partners LP 0.24% No change 38,168 $1.4M
Xcel Wealth Management, LLC 0.43% Reduce -20.1% 37,644 $1.4M
Tounjian Advisory Partners, LLC 0.25% — 37,610 $1.4M
Neuberger Berman Group LLC 0.00% Add +4.8% 37,603 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -10.0% 37,333 $1.3M
Verdence Capital Advisors LLC 0.10% Add +58.5% 37,328 $1.3M
Crossmark Global Holdings, Inc. 0.02% Reduce -0.7% 37,313 $1.3M
Prospera Financial Services Inc 0.03% Add +3.6% 37,055 $1.3M
Charter Research & Investment Group, Inc. 1.02% No change 37,043 $1.3M
Assetmark, Inc. 0.00% Add +12.4% 36,934 $1.3M
Nordea Investment Management AB 0.00% Add +0.6% 36,470 $1.3M
Huntington National Bank 0.01% Add +44.8% 36,668 $1.3M
Huber Capital Management LLC 0.25% Reduce -16.2% 36,609 $1.3M
Choreo, LLC 0.02% Reduce -3.4% 36,326 $1.3M
Gallo Partners, LP 0.87% New 36,288 $1.3M
Tower Wealth Partners, Inc. 0.70% Reduce -3.2% 36,187 $1.3M
Intech Investment Management LLC 0.01% Reduce -10.8% 36,166 $1.3M
Independent Advisor Alliance 0.04% Reduce -1.2% 35,900 $1.3M
Trustmark Bank Trust Department 0.09% New 35,055 $1.3M
Royal Fund Management, LLC 0.15% Add +4.1% 34,599 $1.2M
Maryland State Retirement & Pension System 0.03% Reduce -12.4% 34,521 $1.2M
New Mexico Educational Retirement Board 0.04% Reduce -2.0% 34,473 $1.2M
Northwest & Ethical Investments L.P. 0.03% Add +239.3% 34,412 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Add +134.9% 33,942 $1.2M
Agf Management Ltd. 0.01% New 33,496 $1.2M
Raleigh Capital Management Inc. 0.54% Add +30.8% 33,320 $1.2M
iA Global Asset Management Inc. 0.02% Reduce -8.3% 32,240 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +9.1% 32,191 $1.2M
Allstate Corp. 0.03% Add +40.0% 31,675 $1.1M
Affinity Investment Advisors, LLC 0.93% Reduce -14.8% 31,651 $1.1M
Shum Financial Group, Inc. 0.98% Add +2.2% 31,463 $1.1M
Norinchukin Bank, The 0.02% Add +11.8% 31,293 $1.1M
South Dakota Investment Council 0.02% No change 31,239 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +45.0% 30,603 $1.1M
NewEdge Wealth, LLC 0.02% Reduce -7.9% 30,556 $1.1M
MTM Financial Group, LLC 0.64% Reduce -3.4% 30,482 $1.1M
HBK Sorce Advisory LLC 0.03% Add +1.2% 30,367 $1.1M
Mutual Advisors, LLC 0.03% Reduce -5.1% 30,519 $1.1M
Liberty Square Wealth Partners LLC 0.42% No change 30,299 $1.1M
Wealth Alliance, LLC 0.13% Add +5.4% 30,042 $1.1M
Supplemental Annuity Collective Trust of NJ 0.34% No change 30,000 $1.1M
Alaska Permanent Fund Corp 0.02% No change 29,484 $1.1M
Sterling Investment Advisors, Ltd. 0.26% Reduce -8.2% 29,535 $1.1M
Fifth Third Bancorp 0.00% Add +15.4% 29,452 $1.1M
Metis Global Partners, LLC 0.03% Add +18.5% 29,447 $1.1M
Profund Advisors LLC 0.05% Reduce -27.5% 29,319 $1.1M
Y-Intercept (Hong Kong) Ltd 0.07% Add +20.9% 29,212 $1.1M
Thrivent Financial for Lutherans 0.00% Add +0.0% 28,937 $1.0M
Exchange Traded Concepts, LLC 0.02% Add +6.1% 28,422 $1.0M
Kestra Private Wealth Services, LLC 0.02% Add +1.9% 27,968 $1.0M
Wealthcare Advisory Partners LLC 0.03% Add +1.8% 27,848 $1.0M
Rodgers Brothers Inc. 0.13% Add +0.3% 27,659 $999K
Concentric Capital Strategies, LP 0.10% Reduce -86.5% 27,624 $998K
Waverly Advisors, LLC 0.01% Add +1.9% 27,514 $994K
Heartland Bank & Trust Co 0.51% New 27,477 $992K
Kingsview Wealth Management, LLC 0.02% Reduce -2.6% 27,353 $988K
Focus Partners Wealth 0.00% Add +13.0% 26,861 $971K
Snowden Capital Advisors LLC 0.03% Reduce -4.1% 26,538 $966K
Fidelity D & D Bancorp Inc. 0.63% No change 26,603 $961K
Merit Financial Group, LLC 0.01% Add +150.1% 26,601 $961K
Penserra Capital Management LLC 0.02% Add +1264.1% 26,340 $950K
Empirical Finance, LLC 0.06% Add +3.2% 25,950 $937K
Aspire Private Capital, LLC 0.23% New 25,619 $925K
Qtron Investments LLC 0.14% No change 25,568 $923K
Credit Agricole S A 0.00% Reduce -87.0% 25,225 $911K
Williams Jones Wealth Management, LLC. 0.01% Reduce -8.7% 25,122 $907K
B. Riley Wealth Advisors, Inc. 0.03% Add +0.8% 24,950 $901K
Quadcap Wealth Management, LLC 0.13% Reduce -0.2% 24,174 $873K
Zullo Investment Group, Inc. 0.37% Reduce -0.3% 23,969 $866K
Bank & Trust Co 0.70% Reduce -1.5% 23,789 $859K
D.A. Davidson & Co. 0.01% Add +3.4% 23,546 $850K
Modera Wealth Management, LLC 0.01% Reduce -11.9% 23,490 $848K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 23,481 $848K
Wedbush Securities Inc. 0.03% Add +15.0% 23,358 $843K
Nomura Holdings Inc. 0.00% Reduce -4.2% 23,301 $841K
Hudock, Inc. 0.15% Reduce -0.8% 23,291 $841K
Pinnacle Associates Ltd. 0.01% Add +1.7% 23,125 $835K
Vident Advisory, LLC 0.01% Add +48.4% 22,853 $825K
HRT Financial LP 0.01% New 22,794 $823K
Praxis Investment Management Inc. 0.06% No change 22,540 $814K
Quantitative Investment Management, LLC 0.07% New 22,339 $806K
Elevated Capital Advisors, LLC 0.23% Add +2.2% 22,285 $805K
GAMMA Investing LLC 0.06% Add +16.2% 22,248 $803K
Peoples Financial Services Corp. 0.39% Reduce -0.5% 22,214 $802K
UNIVEST FINANCIAL Corp 0.05% Reduce -6.1% 22,090 $798K
Peapack Gladstone Financial Corp. 0.01% Reduce -4.7% 22,065 $796K
BLB&B Advisors, LLC 0.04% Reduce -5.1% 21,965 $793K
Schechter Investment Advisors, LLC 0.06% Add +21.4% 21,567 $779K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -22.6% 21,503 $776K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -3.8% 21,475 $775K
Park Avenue Securities LLC 0.01% Add +17.4% 21,219 $766K
HB Wealth Management, LLC 0.01% Add +28.3% 21,001 $758K
Elevation Point Wealth Partners, LLC 0.06% Add +29.1% 20,958 $757K
Atria Wealth Solutions, Inc. 0.01% Add +4.8% 20,787 $756K
Enhancing Capital LLC 0.60% No change 20,880 $754K
GTS Securities LLC 0.03% Add +71.5% 20,731 $749K
Cornerstone Advisors Asset Management, LLC 0.15% Add +3.1% 20,484 $740K
Callan Capital, LLC 0.05% Add +16.6% 20,302 $733K
Fourpath Capital Management, LLC 0.13% Reduce -1.0% 20,222 $730K
RKL Wealth Management LLC 0.07% Add +0.0% 19,921 $719K
Stephens Inc. 0.01% Add +18.3% 19,850 $717K
Squarepoint Ops LLC 0.00% Reduce -19.1% 19,825 $716K
Alliance Wealth Advisors, LLC 0.42% Reduce -1.6% 19,820 $716K
Jones Financial Companies LLLP 0.00% Add +22.5% 19,952 $712K
Cwm, LLC 0.00% Reduce -28.5% 19,667 $710K
Aptus Capital Advisors, LLC 0.01% Add +64.8% 19,464 $703K
Summit Financial, LLC 0.02% Reduce -1.8% 19,422 $701K
SG Americas Securities, LLC 0.00% Add +3.6% 19,258 $695K
Empowered Funds, LLC 0.01% Add +39.5% 19,166 $692K
Alps Advisors Inc. 0.00% Add +37.5% 19,110 $690K
GeoWealth Management, LLC 0.03% Add +41.4% 18,898 $682K
Baird Financial Group, Inc. 0.00% Add +28.1% 18,551 $670K
Investors Research Corp 0.14% Add +1.0% 18,344 $662K
Confluence Wealth Services, Inc. 0.04% Add +0.2% 18,250 $661K
VAUGHAN & Co SECURITIES, INC. 0.41% Reduce -6.1% 18,258 $659K
Stonebridge Financial Group, LLC 0.07% Reduce -1.4% 18,218 $658K
Twelve Points Wealth Management LLC 0.18% Add +9.9% 18,122 $654K
Wolverine Trading, LLC 0.02% New 18,301 $654K
Bfsg, LLC 0.08% Reduce -0.9% 18,098 $654K
Farringdon Capital, Ltd. 0.33% New 18,075 $653K
Hilltop Holdings Inc. 0.04% Add +16.4% 18,023 $651K
Howe & Rusling Inc. 0.05% Add +9.1% 17,975 $649K
Great Valley Advisor Group, Inc. 0.01% Add +4.4% 17,859 $645K
MKT Advisors LLC 0.30% Reduce -2.4% 19,110 $641K
Carnegie Investment Counsel 0.02% Reduce -1.2% 19,079 $640K
Procyon Advisors, LLC 0.04% Reduce -0.9% 17,655 $638K
Cooper Financial Group 0.08% Add +6.2% 17,637 $637K
Orion Porfolio Solutions, LLC 0.01% Add +13.0% 17,508 $632K
Orion Portfolio Solutions, LLC 0.01% Add +13.0% 17,508 $632K
Benjamin Edwards Inc. 0.01% Add +35.1% 17,474 $631K
Townsquare Capital LLC 0.01% Add +6.7% 17,250 $623K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -8.1% 17,144 $619K
First National Bank & Trust Co. of Newtown 0.13% No change 16,939 $612K
Allegheny Financial Group 0.15% Add +0.3% 16,642 $601K
Danske Bank A/S 0.00% No change 16,595 $599K
Meeder Advisory Services, Inc. 0.04% Add +9.8% 16,573 $598K
Haverford Trust Co 0.01% No change 16,509 $596K
Man Group plc 0.00% New 16,399 $592K
Savant Capital, LLC 0.00% Reduce -6.0% 16,168 $584K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -7.3% 16,067 $580K
Hantz Financial Services, Inc. 0.01% Add +23.0% 16,043 $579K
TD Waterhouse Canada Inc. 0.00% Add +2108.8% 15,992 $577K
B. Metzler seel. Sohn & Co. AG 0.01% No change 15,894 $574K
Palacios Wealth Management, LLC 0.42% Reduce -2.1% 15,743 $568K
Centennial Wealth Advisory LLC 0.21% Add +23.1% 15,678 $566K
Northwest Bancshares, Inc. 0.10% Add +0.1% 15,636 $565K
Principal Securities, Inc. 0.01% Add +1.0% 17,367 $564K
NorthCoast Asset Management LLC 0.00% Add +5.0% 15,517 $560K
Good Life Advisors, LLC 0.04% Add +1.7% 15,479 $559K
Philadelphia Trust Co. 0.05% No change 15,358 $555K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 15,379 $555K
Mgo One Seven LLC 0.02% Add +4.8% 15,193 $549K
Fortis Capital Advisors, LLC 0.11% New 14,961 $540K
Belpointe Asset Management LLC 0.03% New 14,961 $540K
Gladstone Institutional Advisory LLC 0.03% Reduce -1.3% 14,935 $539K
Bessemer Group Inc. 0.00% Reduce -0.1% 14,899 $538K
Cobblestone Capital Advisors LLC 0.03% No change 14,839 $536K
GC Wealth Management RIA, LLC 0.10% Add +7.5% 14,725 $532K
United Services Automobile Association 0.02% No change 14,836 $530K
USS Investment Management Ltd 0.00% No change 14,659 $530K
Forza Wealth Management, LLC 0.24% No change 14,616 $528K
Federation des caisses Desjardins du Quebec 0.00% Add +23.0% 14,516 $524K
Cherokee Insurance Co 0.23% No change 14,300 $516K
Outlook Wealth Advisors, LLC 0.14% New 14,161 $511K
Clearview Wealth Advisors LLC 0.38% Reduce -3.0% 14,095 $509K
Blair William & Co. 0.00% Reduce -1.1% 14,075 $508K
William Blair Investment Management, LLC 0.00% Add +97.3% 14,043 $507K
Moors & Cabot, Inc. 0.03% Add +0.7% 13,958 $504K
Sequoia Financial Advisors, LLC 0.00% Add +17.9% 13,938 $503K
Signature Estate & Investment Advisors LLC 0.01% Add +0.0% 13,805 $498K
Fiduciary Family Office, LLC 0.16% New 13,690 $494K
Strategic Investment Advisors / MI 0.05% New 13,472 $486K
Greenleaf Trust 0.00% Add +1.3% 13,469 $486K
Prelude Capital Management, LLC 0.05% New 13,341 $482K
Atom Investors LP 0.06% New 13,325 $481K
First County Bank 0.26% Reduce -23.5% 13,194 $476K
Quadrant Capital Group LLC 0.02% Add +403.9% 13,191 $476K
SevenBridge Financial Group, LLC 0.09% No change 13,738 $475K
Mufg Securities Americas Inc. 0.05% Add +19.9% 13,069 $472K
Cibc World Market Inc. 0.00% Reduce -82.8% 13,059 $472K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +2.5% 12,998 $469K
Keudell/Morrison Wealth Management 0.11% Add +11.5% 12,920 $467K
Mycio Wealth Partners, LLC 0.11% No change 12,916 $466K
Stewardship Advisors, LLC 0.13% Reduce -9.1% 12,871 $465K
OneDigital Investment Advisors LLC 0.01% Add +31.4% 12,633 $456K
Frank, Rimerman Advisors LLC 0.04% Add +11.2% 12,534 $453K
United Capital Financial Advisors, LLC 0.00% Add +6.6% 12,499 $451K
Level Four Advisory Services, LLC 0.02% Reduce -0.5% 12,474 $450K
Curbstone Financial Management Corp 0.09% New 12,472 $450K
Aviva PLC 0.00% Add +6.4% 12,461 $450K
Compton Financial Group, LLC 0.13% Add +0.0% 12,437 $449K
Hazlett, Burt & Watson, Inc. 0.20% Reduce -6.0% 12,337 $447K
TFG Advisers LLC 0.16% No change 12,285 $444K
Brookstone Capital Management 0.01% Add +32.0% 12,265 $443K
MAI Capital Management 0.00% Add +5.1% 12,245 $442K
TCW Group Inc. 0.00% Reduce -7.3% 12,166 $439K
Valeo Financial Advisors, LLC 0.01% Add +0.2% 12,153 $439K
Advisory Services Network, LLC 0.01% Add +4.8% 12,125 $438K
Bill Few Associates, Inc. 0.16% No change 12,104 $437K
Plimoth Trust Co. LLC 0.11% Reduce -2.6% 12,090 $437K
Sherbrooke Park Advisers LLC 0.20% New 12,076 $436K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +3.0% 11,882 $429K
Pure Financial Advisors, LLC 0.01% Add +4.5% 11,812 $427K
Chicago Partners Investment Group LLC 0.01% Add +11.4% 11,710 $425K
Ledyard National Bank 0.04% Add +0.0% 11,667 $421K
Artisan Partners Limited Partnership 0.00% No change 11,523 $416K
Venturi Wealth Management, LLC 0.02% Add +12.9% 11,495 $415K
HighPoint Advisor Group LLC 0.02% Add +3.2% 11,392 $415K
AIMZ Investment Advisors, LLC 0.14% No change 11,433 $413K
Segall Bryant & Hamill, LLC 0.01% No change 11,400 $412K
CRA Financial Services, LLC 0.07% Add +4.6% 11,300 $408K
West Paces Advisors Inc. 0.09% Add +36.6% 11,265 $407K
Private Trust Co. NA 0.04% Add +1.9% 11,229 $405K
Scotia Capital Inc. 0.00% Add +0.3% 11,105 $401K
Tidal Investments LLC 0.00% Reduce -28.3% 10,885 $393K
Jump Financial, LLC 0.01% Add +2.6% 10,822 $391K
Empire Financial Management Company, LLC 0.12% No change 10,734 $388K
International Private Wealth Advisors LLC 0.37% Add +15.3% 10,706 $387K
Horizon Investments, LLC 0.01% Add +5.6% 10,701 $386K
Natixis 0.00% New 10,681 $385K
Chesapeake Asset Management LLC 0.37% Add +7.0% 10,657 $385K
CreativeOne Wealth, LLC 0.01% Add +3.0% 10,422 $376K
Boothbay Fund Management, LLC 0.01% Reduce -47.8% 10,415 $376K
Mather Group, Llc. 0.00% Add +435.9% 10,408 $376K
Steph & Co. 0.13% Add +5.5% 10,289 $372K
Compound Planning, Inc. 0.02% Reduce -4.9% 10,166 $367K
LMR Partners LLP 0.01% New 10,160 $367K
Legacy Advisors, LLC 0.04% Add +6.2% 10,070 $366K
Yoffe Investment Management, LLC 0.54% No change 10,100 $365K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.2% 10,035 $362K
SlateStone Wealth, LLC 0.04% No change 10,019 $362K
UMB Bank, n.a. 0.01% Add +0.6% 9,924 $358K
XTX Topco Ltd 0.02% New 9,884 $357K
ING Groep NV 0.00% Add +0.2% 9,772 $353K
Prepared Retirement Institute LLC 0.23% Reduce -20.9% 9,770 $353K
Brown Advisory Inc. 0.00% Add +13.7% 9,748 $352K
Arax Advisory Partners 0.02% Add +265.4% 9,713 $351K
Intrust Bank NA 0.03% Reduce -1.4% 9,689 $350K
Sowell Financial Services LLC 0.02% Reduce -19.0% 9,654 $349K
World Investment Advisors 0.01% Reduce -5.4% 9,632 $348K
Voleon Capital Management LP 0.03% New 9,575 $346K
Ascentis Independent Advisors 0.07% Add +11.3% 9,486 $343K
Sagespring Wealth Partners, LLC 0.01% New 9,407 $340K
Jain Global LLC 0.01% New 9,393 $339K
EP Wealth Advisors, LLC 0.00% Add +29.1% 9,391 $339K
Cullen/Frost Bankers, Inc. 0.00% Reduce -7.3% 9,293 $336K
Wealth Management Associates, Inc. 0.14% Add +0.0% 9,219 $333K
WealthShield Partners, LLC 0.04% Add +0.1% 9,073 $330K
StoneX Group Inc. 0.02% Add +27.6% 9,056 $329K
Blake Schutter Theil Wealth Advisors, LLC 0.37% No change 9,107 $329K
MBB Public Markets I LLC 0.04% New 9,088 $328K
Voya Financial Advisors, Inc. 0.04% New 9,184 $328K
Faithward Advisors, LLC 0.06% Reduce -2.7% 9,070 $328K
Ethic Inc. 0.01% Add +15.4% 9,048 $326K
Bank of Hawaii 0.02% New 9,024 $326K
Dynamic Advisor Solutions LLC 0.01% Reduce -4.5% 9,023 $326K
Norden Group LLC 0.04% Reduce -1.2% 8,931 $322K
Carmel Capital Partners, LLC 0.12% Add +0.1% 8,722 $315K
Equity Investment Corp. 0.01% New 8,697 $314K
Campion Asset Management 0.24% Reduce -2.3% 8,690 $314K
Parallel Advisors, LLC 0.01% Add +13.6% 8,673 $313K
Concurrent Investment Advisors, LLC 0.01% Add +14.3% 8,641 $312K
Manske Wealth Management 0.12% Reduce -0.2% 8,605 $311K
V-Square Quantitative Management LLC 0.05% Reduce -10.5% 8,602 $311K
Apollon Wealth Management, LLC 0.01% Reduce -4.4% 8,599 $311K
WealthTrust Axiom LLC 0.09% Add +4.1% 8,579 $310K
Cary Street Partners Investment Advisory LLC 0.18% Add +23.7% 8,483 $306K
Ameritas Advisory Services, LLC 0.01% No change 9,302 $305K
Coldstream Capital Management Inc. 0.01% Add +4.0% 8,407 $304K
Successful Portfolios LLC 0.21% Add +0.6% 8,385 $303K
Richard W. Paul & Associates, LLC 0.12% Add +2522.8% 8,288 $299K
Integrity Alliance, Llc. 0.01% New 8,216 $297K
Stratos Wealth Partners, LTD. 0.00% Add +23.6% 8,169 $295K
Dakota Wealth Management 0.01% Add +20.7% 8,079 $292K
River Wealth Advisors LLC 0.04% Add +6.5% 8,032 $290K
Lowe Wealth Advisors, LLC 0.12% Add +3.7% 8,004 $289K
Colonial River Investments, LLC 0.16% New 7,958 $287K
Axxcess Wealth Management, LLC 0.01% New 7,958 $287K
Marcum Wealth, LLC 0.02% Add +0.3% 7,931 $286K
Camden National Bank 0.04% New 7,928 $286K
Aviso Wealth Management 0.15% Add +0.4% 7,927 $286K
Investment Advisory Services Inc. /TX 0.10% Reduce -2.3% 7,894 $285K
Janney Capital Management LLC 0.02% No change 7,886 $285K
Capital Investment Advisors, LLC 0.01% Add +24.6% 7,792 $281K
Bingham Private Wealth, LLC 0.28% Add +15.8% 7,519 $272K
Kuhn & Co Investment Counsel 0.23% No change 7,500 $271K
Aufman Associates Inc 0.19% No change 7,485 $270K
Los Angeles Capital Management LLC 0.00% No change 7,466 $270K
Cigna Investments Inc. 0.05% Reduce -2.0% 7,457 $269K
Pine Valley Investments Ltd Liability Co 0.02% Add +8.0% 7,357 $266K
Integrated Investment Consultants, LLC 0.05% New 7,341 $265K
Atlanta Consulting Group Advisors, LLC 0.08% Add +2.8% 7,267 $265K
Prairie Sky Financial Group LLC 0.16% No change 7,323 $264K
Fifth Third Wealth Advisors LLC 0.01% Add +0.8% 7,291 $263K
Thrive Wealth Management, LLC 0.05% Reduce -0.2% 7,284 $263K
Tower Bridge Advisors 0.03% Reduce -11.4% 7,264 $262K
Longboard Asset Management, LP 0.77% No change 7,247 $262K
FDx Advisors, Inc. 0.08% New 7,225 $261K
Neville Rodie & Shaw Inc. 0.02% Reduce -19.5% 7,216 $261K
One Wealth Advisors, LLC 0.04% New 7,084 $257K
Brooklyn Investment Group 0.06% Add +150.8% 7,117 $257K
Armstrong, Fleming & Moore, Inc 0.31% New 7,085 $256K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 7,055 $255K
Crewe Advisors LLC 0.04% Add +0.2% 7,054 $255K
Regions Financial Corp. 0.00% Reduce -3.8% 7,052 $255K
SBI Securities Co., Ltd. 0.01% Add +3.5% 7,039 $254K
Integrated Wealth Concepts LLC 0.00% Reduce -20.9% 7,038 $254K
Cidel Asset Management Inc. 0.02% Reduce -10.0% 6,986 $252K
Good Steward Wealth Advisors,LLC 0.23% — 6,962 $251K
Stock Yards Bank & Trust Co. 0.01% Add +5.0% 6,953 $251K
Algert Global LLC 0.01% New 6,930 $250K
ICONIQ Capital, LLC 0.00% New 6,925 $250K
Opal Wealth Advisors, LLC 0.08% Add +1.3% 6,887 $249K
Ashton Thomas Private Wealth, LLC 0.01% Add +10.4% 6,807 $247K
LVW Advisors, LLC 0.03% New 6,764 $244K
Capstone Wealth Management Group, LLC 0.14% Add +0.8% 6,763 $244K
Borer Denton & Associates, Inc. 0.09% Reduce -12.9% 6,747 $244K
Addison Capital Co 0.10% No change 6,742 $243K
Integrated Advisors Network LLC 0.01% Add +2.8% 6,656 $240K
Signaturefd, LLC 0.00% Add +12.2% 6,653 $240K
Guardian Asset Advisors, LLC 0.16% Reduce -2.0% 6,635 $240K
Orange Investment Advisors, Inc. 0.03% No change 6,625 $239K
Radnor Capital Management, LLC 0.04% Reduce -17.9% 6,609 $239K
Opus Capital Group, LLC 0.03% Reduce -5.7% 6,630 $239K
International Assets Investment Management, LLC 0.02% Add +2.7% 6,600 $238K
Code Waechter LLC 0.20% New 6,604 $238K
CX Institutional 0.01% New 6,533 $236K
Sage Mountain Advisors LLC 0.02% New 6,518 $235K
Smartleaf Asset Management LLC 0.02% Add +29.6% 6,583 $235K
GWN Securities Inc. 0.01% New 6,591 $234K
Stiles Financial Services Inc 0.09% Add +0.8% 6,488 $234K
Park Place Capital Corp 0.06% Reduce -1.8% 6,456 $233K
Greenfield Savings Bank 0.11% Reduce -7.0% 6,431 $232K
Wayfinding Financial, LLC 0.10% No change 6,403 $232K
Wesbanco Bank Inc. 0.01% New 6,372 $230K
Bernardo Wealth Planning LLC 0.06% Add +0.7% 6,376 $230K
Busey Bank 0.01% New 6,346 $229K
Clark Capital Management Group, Inc. 0.00% New 6,340 $229K
Veltria Advisors Corp. 0.15% New 6,286 $227K
SVB Wealth LLC 0.01% Reduce -22.7% 6,217 $224K
Heritage Wealth Management, Inc. 0.08% Reduce -4.6% 6,214 $224K
Intrua Financial, LLC 0.03% New 6,140 $222K
PUREfi Wealth, LLC 0.22% New 6,035 $218K
LifeGuide Financial Advisors, LLC 0.09% New 6,033 $218K
Southland Equity Partners LLC 0.05% New 6,027 $218K
Beck Bode, LLC 0.04% New 6,001 $217K
Avantax Planning Partners, Inc. 0.01% Reduce -10.7% 5,947 $215K
Tyche Wealth Partners LLC 0.05% New 5,906 $213K
First Citizens Bank & Trust Co. 0.01% New 5,896 $213K
Ballentine Partners, LLC 0.00% New 5,859 $212K
Blue Trust, Inc. 0.00% Reduce -7.3% 5,820 $210K
SkyView Investment Advisors, LLC 0.03% New 5,806 $210K
Transcend Capital Advisors, LLC 0.02% New 5,806 $210K
Hunter Associates Investment Management LLC 0.03% New 5,744 $209K
Kennedy Investment Group, Inc. 0.10% New 5,782 $209K
Keystone Financial Group 0.02% Reduce -7.9% 5,781 $209K
Fidelis Capital Partners, LLC 0.02% Reduce -3.4% 5,802 $208K
Centre Asset Management, LLC 0.05% New 5,728 $207K
Centiva Capital, LP 0.01% Reduce -58.3% 5,705 $206K
Advisor OS, LLC 0.02% New 5,667 $205K
Traynor Capital Management, Inc. 0.02% New 5,655 $204K
Resources Management Corp. /CT/ 0.03% Add +7.6% 5,650 $204K
Port Capital LLC 0.01% New 5,654 $204K
Wealth Preservation Advisors, LLC 0.15% — 5,638 $204K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 5,612 $203K
Bryn Mawr Trust Advisors, LLC 0.01% New 5,546 $200K
Argent Trust Co 0.01% New 5,544 $200K
Geneos Wealth Management Inc. 0.01% Add +5.6% 5,176 $187K
Montag A & Associates Inc. 0.01% No change 5,100 $186K
Eastern Bank 0.00% New 5,011 $181K
Cary Street Partners Financial LLC 0.01% Reduce -7.4% 4,956 $179K
Siemens Fonds Invest GmbH 0.01% New 4,618 $167K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +70.4% 4,145 $150K
Matrix Trust Co 0.03% Add +39.0% 4,107 $148K
CI Investments Inc. 0.00% Add +27.9% 4,058 $147K
Smithfield Trust Co 0.01% Add +89.2% 4,060 $146K
Dynamic Wealth Strategies, LLC 0.12% New 4,040 $146K
Medallion Wealth Advisors, LLC 0.06% Add +361.5% 3,923 $142K
Harvest Fund Management Co., Ltd 0.01% No change 3,806 $137K
Lindbrook Capital, LLC 0.01% Add +135.7% 3,769 $136K
Motco 0.01% Add +5.2% 3,733 $135K
Key Financial Inc 0.03% No change 3,645 $132K
Allworth Financial LP 0.00% Add +2.0% 3,604 $131K
Ostrum Asset Management 0.01% Reduce -2.6% 3,339 $121K
Ransom Advisory, Ltd 0.06% No change 3,300 $119K
Silvant Capital Management LLC 0.01% No change 3,286 $119K
Proffitt & Goodson Inc. 0.02% No change 3,252 $117K
Hughes Financial Services, LLC 0.02% New 3,233 $117K
Safe Harbor Fiduciary, LLC 0.12% No change 3,199 $116K
First Command Advisory Services, Inc. 0.00% No change 3,071 $111K
First Horizon Advisors, Inc. 0.00% Reduce -32.1% 3,055 $110K
CIBC Private Wealth Group LLC 0.00% Add +30.2% 3,244 $109K
NFSG Corp 0.03% Reduce -0.7% 3,008 $109K
Park Square Financial Group, LLC 0.08% Add +12365.2% 2,867 $104K
EverSource Wealth Advisors, LLC 0.01% Add +37.4% 2,847 $103K
Caldwell Trust Co 0.01% No change 2,548 $92K
Center for Financial Planning, Inc. 0.01% No change 2,498 $90K
Oakworth Capital, Inc. 0.01% No change 2,436 $88K
Sandy Spring Bank 0.00% Add +9.8% 2,425 $88K
Cromwell Holdings LLC 0.06% Add +1.7% 2,393 $87K
Aventura Private Wealth, LLC 0.04% No change 2,328 $84K
Millstone Evans Group, LLC 0.06% No change 2,306 $83K
Bokf, NA 0.00% Add +15.0% 2,300 $83K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.6% 2,293 $83K
TFC Financial Management, Inc. 0.01% No change 2,261 $82K
Harbour Investments, Inc. 0.00% Add +16.0% 2,207 $80K
Spire Wealth Management 0.00% Add +5.8% 2,156 $78K
JFS Wealth Advisors, LLC 0.01% Reduce -2.0% 2,117 $76K
Hexagon Capital Partners LLC 0.01% Reduce -5.5% 2,106 $76K
Catalyst Capital Advisors LLC 0.00% Reduce -3.3% 2,106 $76K
Bay Harbor Wealth Management, LLC 0.02% New 2,037 $74K
Riggs Asset Managment Co. Inc. 0.02% No change 2,016 $73K
Nvwm, LLC 0.02% Add +0.3% 2,010 $73K
Roble, Belko & Company, Inc 0.01% No change 1,954 $71K
United Community Bank 0.03% No change 1,865 $67K
Sentry Investment Management LLC 0.05% Reduce -23.0% 2,011 $67K
Grove Bank & Trust 0.01% No change 1,757 $63K
Arlington Trust Co LLC 0.01% New 1,731 $63K
Rossby Financial, LCC 0.03% New 1,697 $61K
Larson Financial Group LLC 0.00% Add +31.6% 1,663 $60K
Deseret Mutual Benefit Administrators 0.03% No change 1,645 $59K
AdvisorNet Financial, Inc 0.00% Add +121.4% 1,581 $57K
McClarren Financial Advisors, Inc. 0.04% No change 1,582 $57K
Newton One Investments LLC 0.02% No change 1,524 $55K
Central Pacific Bank - Trust Division 0.01% No change 1,455 $53K
North Star Investment Management Corp. 0.00% No change 1,450 $52K
Compass Wealth Management LLC 0.01% No change 1,400 $51K
Estabrook Capital Management 0.01% No change 1,389 $50K
Parkside Financial Bank & Trust 0.01% Reduce -3.6% 1,378 $50K
McIlrath & Eck, LLC 0.01% No change 1,372 $50K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +62.5% 1,300 $47K
Anchor Investment Management, LLC 0.00% No change 1,300 $47K
Concord Wealth Partners 0.01% Add +25.5% 1,266 $46K
Bangor Savings Bank 0.00% Reduce -20.2% 1,265 $46K
AllSquare Wealth Management LLC 0.03% New 1,243 $45K
Essex Investment Management Co. LLC 0.01% No change 1,238 $45K
Rosenberg Matthew Hamilton 0.01% No change 1,216 $44K
Logan Capital Management Inc. 0.00% No change 1,195 $43K
Evolution Advisers, Inc. 0.02% Add +0.8% 1,223 $43K
Manchester Capital Management LLC 0.01% Reduce -0.8% 1,179 $43K
Mb, Levis & Associates, LLC 0.02% Add +0.8% 1,169 $42K
GPS Wealth Strategies Group, LLC 0.01% Add +0.8% 1,108 $40K
Independence Bank of Kentucky 0.01% No change 1,070 $39K
CoreCap Advisors, LLC 0.00% Add +5.4% 1,056 $38K
CENTRAL TRUST Co 0.00% No change 1,043 $38K
Evermay Wealth Management LLC 0.00% No change 1,000 $36K
Kentucky Trust Co 0.02% No change 1,000 $36K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $36K
Chilton Capital Management LLC 0.00% No change 1,000 $36K
HM Payson & Co. 0.00% Add +1057.7% 984 $36K
Quest 10 Wealth Builders, Inc. 0.04% Add +15.7% 979 $35K
AlphaQuest LLC 0.00% Add +97800.0% 979 $35K
Truvestments Capital LLC 0.01% Add +5352.9% 927 $33K
TruNorth Capital Management, LLC 0.01% New 873 $32K
Ancora Advisors LLC 0.00% Add +8350.0% 845 $31K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -32.4% 824 $30K
Whittier Trust Co. of Nevada Inc. 0.00% Add +94.3% 818 $30K
Covestor Ltd 0.02% Reduce -64.3% 784 $28K
Duncker Streett & Co. Inc. 0.01% No change 742 $27K
Quent Capital, LLC 0.00% Reduce -7.2% 725 $26K
Pinnacle Bancorp, Inc. 0.01% Add +141.0% 723 $26K
Operose Advisors LLC 0.01% No change 706 $25K
NewSquare Capital LLC 0.00% Add +95.3% 701 $25K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 653 $24K
Harbor Investment Advisory, LLC 0.00% No change 652 $24K
Capital A Wealth Management, LLC 0.02% Reduce -71.7% 643 $23K
Costello Asset Management, INC 0.01% Reduce -97.2% 638 $23K
Asset Dedication, LLC 0.00% No change 633 $23K
Barrett & Company, Inc. 0.01% New 600 $22K
Clearstead Trust, LLC 0.00% New 574 $21K
DiNuzzo Private Wealth, Inc. 0.00% Add +6.0% 562 $20K
Capital Analysts, LLC 0.00% New 554 $20K
GHP Investment Advisors, Inc. 0.00% No change 550 $20K
Farmers & Merchants Investments Inc. 0.00% No change 535 $19K
Armstrong Advisory Group, Inc. 0.00% No change 595 $19K
Citizens National Bank Trust Department 0.00% No change 509 $18K
Bruce G. Allen Investments, LLC 0.01% No change 500 $18K
Whittier Trust Co. 0.00% No change 500 $18K
Hemington Wealth Management 0.00% Add +38.5% 518 $18K
WealthCollab, LLC 0.01% No change 469 $17K
CVA Family Office, LLC 0.00% Add +14.0% 464 $17K
City State Bank 0.01% No change 462 $17K
Versant Capital Management, Inc 0.00% Add +259.4% 460 $17K
Prestige Wealth Management Group LLC 0.00% No change 451 $16K
Provenance Wealth Advisors, LLC 0.00% No change 453 $16K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +8.9% 428 $16K
Fortitude Family Office, LLC 0.01% Reduce -46.4% 429 $15K
Golden State Wealth Management, LLC 0.00% Reduce -2.1% 428 $15K
Whipplewood Advisors, LLC 0.01% Add +37.4% 636 $15K
ORG Partners LLC 0.00% Reduce -22.1% 423 $15K
Fairman Group, LLC 0.01% Add +0.7% 467 $15K
Glass Jacobson Investment Advisors llc 0.00% No change 456 $15K
Fortis Group Advisors, LLC 0.00% No change 404 $15K
CNB Bank 0.01% No change 400 $14K
Main Street Group, LTD 0.01% No change 400 $14K
PSI Advisors, LLC 0.00% No change 400 $14K
Glen Eagle Advisors, LLC 0.00% No change 397 $14K
Salomon & Ludwin, LLC 0.00% Reduce -19.9% 394 $14K
FSC Wealth Advisors, LLC 0.01% Add +0.8% 393 $14K
GW&K Investment Management, LLC 0.00% Reduce -3.9% 392 $14K
Global Financial Private Client, LLC 0.01% Add +10.3% 386 $14K
LRI Investments, LLC 0.00% Reduce -88.7% 383 $14K
Delta Asset Management LLC 0.00% Add +41.5% 368 $13K
Byrne Asset Management LLC 0.01% No change 350 $13K
GF Fund Management Co. LTD. 0.00% Reduce -2.1% 327 $12K
SouthState Bank Corp 0.00% Add +60.4% 324 $12K
2UniFi Bank 0.01% No change 322 $11K
Johnson Financial Group, Inc. 0.00% No change 305 $11K
Avion Wealth 0.00% No change 367 $11K
Saudi Central Bank 0.06% New 290 $10K
IFS Advisors, LLC 0.01% No change 288 $10K
Colonial Trust Co / SC 0.00% Reduce -0.3% 286 $10K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 285 $10K
Abound Wealth Management 0.00% No change 269 $10K
Washington Trust Advisors, Inc. 0.00% Add +13.3% 265 $10K
Bare Financial Services, Inc 0.00% Add +3087.5% 255 $9K
Morton Brown Family Wealth, LLC 0.00% Reduce -95.1% 254 $9K
MV Capital Management, Inc. 0.00% No change 242 $9K
Addison Advisors LLC 0.00% No change 236 $9K
DT Investment Partners, LLC 0.00% No change 214 $8K
TCTC Holdings, LLC 0.00% No change 203 $7K
Guardian Wealth Management, Inc. 0.00% No change 202 $7K
Flaharty Asset Management, LLC 0.00% New 200 $7K
Tompkins Financial Corp. 0.00% No change 200 $7K
Pacific Center for Financial Services 0.00% No change 190 $7K
Beacon Capital Management, LLC 0.00% New 178 $6K
Edmond DE Rothschild Holding S.A. 0.00% No change 177 $6K
Dunhill Financial, LLC 0.00% Reduce -7.6% 170 $6K
Sachetta, LLC 0.00% Reduce -1.7% 169 $6K
Iron Horse Wealth Management, LLC 0.00% Add +201.8% 169 $6K
Sierra Ocean, LLC 0.00% No change 167 $6K
Ogorek Anthony Joseph /NY/ 0.00% New 189 $6K
Capital Advisors, Ltd. LLC 0.00% No change 167 $6K
First Pacific Financial 0.00% New 154 $6K
Frazier Financial Advisors, LLC 0.00% No change 150 $5K
Crews Bank & Trust 0.00% No change 145 $5K
Brown Brothers Harriman & Co. 0.00% Add +20.7% 134 $5K
Accredited Wealth Management, LLC 0.00% No change 130 $5K
Bell Investment Advisors, Inc 0.00% No change 130 $5K
Highline Wealth Partners LLC 0.00% Add +10.2% 130 $5K
Activest Wealth Management 0.00% Add +28.0% 128 $5K
Strategic Investment Solutions, Inc. 0.00% No change 125 $5K
Gen-Wealth Partners Inc 0.00% Reduce -71.3% 123 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 117 $4K
True Wealth Design, LLC 0.00% Add +218.2% 105 $4K
Trust Co. of Vermont 0.00% No change 104 $4K
Wolff Wiese Magana LLC 0.00% No change 100 $4K
Adirondack Trust Co. 0.00% No change 100 $4K
Hoey Investments, Inc. 0.00% Reduce -33.3% 100 $4K
Painted Porch Advisors LLC 0.00% New 96 $3K
Prudent Man Investment Management, Inc. 0.00% No change 100 $3K
Bogart Wealth, LLC 0.00% No change 88 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 80 $3K
Private Wealth Management Group, LLC 0.00% No change 77 $3K
Synergy Investment Management, LLC 0.00% No change 72 $3K
CGC Financial Services, LLC 0.00% No change 69 $2K
Financial Management Professionals, Inc. 0.00% Add +54.5% 68 $2K
Pineridge Advisors LLC 0.00% New 64 $2K
Aspect Partners, LLC 0.00% No change 63 $2K
WealthTrak Capital Management LLC 0.00% Add +71.4% 60 $2K
Creekmur Asset Management LLC 0.00% No change 59 $2K
SJS Investment Consulting Inc. 0.00% Add +21.3% 57 $2K
Horizon Bancorp Inc. 0.00% Reduce -56.3% 42 $2K
Vermillion Wealth Management, Inc. 0.00% No change 52 $2K
Rise Advisors, LLC 0.00% New 48 $2K
Heritage Wealth Advisors 0.00% No change 43 $2K
Cornerstone Planning Group LLC 0.00% Add +82.6% 42 $2K
Sound Income Strategies, LLC 0.00% Reduce -4.5% 42 $2K
Raffa Wealth Management, LLC 0.00% Reduce -43.1% 41 $1K
Clark Wealth Partners 0.00% No change 38 $1K
Stone House Investment Management, LLC 0.00% New 37 $1K
Kestra Investment Management, LLC 0.00% Reduce -95.4% 30 $1K
Osterweis Capital Management Inc. 0.00% New 30 $1K
Transamerica Financial Advisors, LLC 0.00% No change 17 $1K
Carolinas Wealth Consulting LLC 0.00% No change 25 $903
Marshall & Sterling Wealth Advisors Inc. 0.00% New 24 $866
Nova Wealth Management, Inc. 0.00% No change 22 $794
Principia Wealth Advisory, LLC 0.00% Add +11.1% 20 $683
Perkins Coie Trust Co 0.00% New 16 $577
Rialto Wealth Management, LLC 0.00% New 15 $542
New Millennium Group LLC 0.00% No change 14 $506
Winnacle Wealth LLC 0.00% No change 14 $475
Parkworth Wealth Management, Inc. 0.00% New 12 $433
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 12 $433
HFM Investment Advisors, LLC 0.00% — 10 $362
Greenline Partners, LLC 0.00% New 10 $361
American Capital Advisory, LLC 0.00% New 7 $253
Creative Financial Designs Inc. 0.00% New 5 $181
Valued Wealth Advisors LLC 0.00% No change 4 $146
Meeder Asset Management Inc. 0.00% Reduce -99.8% 1 $36
Winthrop Capital Management, LLC 0.00% No change 11 $0

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