Primoris ServicesPRIM
13F holders, Q1 2026 (March 31)512holders +28
90new positions
62sold out
7famous investors
$142.61avg. 13F price*
At the end of Q1 2026, 512 institutions reported holding Primoris Services Corp. (PRIM) in their 13F filings, up 28 from Q4 2025. 90 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Portfolio Management LLC ($522.7M) and Fuller & Thaler Asset Management, Inc. ($424.4M). 7 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Primoris Services Corp.
- CUSIP
- 74164F103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $179.7M |
| Exits | 62 | $174.1M |
All 13F filers, Q4 2025 → Q1 2026: 4,729,060 shares bought and 5,258,784 shares sold, net −529,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 512 holders
| BlackRock, Inc. | 0.02% | Add +0.5% | 8,340,660 | $1.2B |
| Vanguard Portfolio Management LLC | 0.03% | — | 3,653,916 | $522.7M |
| Fuller & Thaler Asset Management, Inc. | 1.43% | Reduce -2.4% | 2,966,901 | $424.4M |
| First Trust Advisors LP | 0.30% | Add +47.4% | 2,886,163 | $412.8M |
| Vanguard Capital Management LLC | 0.01% | — | 2,335,748 | $334.1M |
| State Street Corp. | 0.01% | Add +2.6% | 2,063,531 | $295.3M |
| Wellington Management Group LLP | 0.05% | Add +7.6% | 1,879,600 | $268.9M |
| Geode Capital Management, LLC | 0.01% | Add +9.9% | 1,456,181 | $208.3M |
| Invesco Ltd. | 0.02% | Add +32.0% | 1,396,747 | $199.8M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.6% | 1,159,121 | $165.8M |
| American Century Companies Inc. | 0.08% | Add +1.8% | 1,078,124 | $154.2M |
| Artemis Investment Management LLP | 1.33% | Add +10.0% | 879,580 | $125.8M |
| Congress Asset Management Co. | 0.84% | Add +0.3% | 818,096 | $117.0M |
| Westfield Capital Management Co. LP | 0.45% | Reduce -21.9% | 743,269 | $106.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +21.4% | 743,212 | $106.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +33.7% | 714,521 | $102.2M |
| FMR LLC | 0.01% | Reduce -1.1% | 705,992 | $101.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.8% | 683,583 | $97.8M |
| Merewether Investment Management, LP | 1.87% | Reduce -13.7% | 674,839 | $96.5M |
| UBS Group AG | 0.02% | Reduce -6.8% | 595,574 | $85.2M |
| Alliancebernstein L.P. | 0.03% | Reduce -15.6% | 683,386 | $84.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.8% | 612,973 | $82.4M |
| Morgan Stanley | 0.00% | Reduce -6.2% | 555,747 | $79.5M |
| Northern Trust Corp. | 0.01% | Add +2.9% | 516,340 | $73.9M |
| Van Berkom & Associates Inc. | 2.15% | Reduce -19.2% | 462,583 | $66.2M |
| Bruni J V & Co. | 6.53% | Reduce -1.3% | 437,022 | $62.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | Add +8.1% | 423,008 | $60.5M |
| Federated Hermes, Inc. | 0.10% | Reduce -16.6% | 415,171 | $59.4M |
| Millennium Management | 0.04% | Add +22582.7% | 400,804 | $57.3M |
| Value Holdings Management Co. LLC | 9.26% | Reduce -7.0% | 399,443 | $57.1M |
| Massachusetts Financial Services Co. | 0.02% | Add +15.9% | 364,338 | $53.9M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 372,331 | $53.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.3% | 345,050 | $49.4M |
| Principal Financial Group Inc. | 0.03% | Add +2.0% | 343,443 | $49.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.8% | 346,685 | $47.3M |
| Jacobs Levy Equity Management, Inc. | 0.20% | Reduce -38.6% | 330,473 | $47.3M |
| Bank of America Corp. | 0.00% | Add +4.4% | 324,887 | $46.5M |
| Hennessy Advisors Inc. | 1.62% | Reduce -9.5% | 312,700 | $44.7M |
| D. E. Shaw & Co. | 0.04% | Reduce -47.4% | 311,126 | $44.5M |
| Mackenzie Financial Corp. | 0.05% | Reduce -24.5% | 307,264 | $44.0M |
| Alyeska Investment Group, L.P. | 0.12% | New | 296,815 | $42.5M |
| Public Sector Pension Investment Board | 0.13% | Reduce -3.1% | 283,486 | $40.5M |
| Citadel Advisors | 0.03% | Add +104.9% | 282,418 | $40.4M |
| Nuveen, LLC | 0.01% | Reduce -32.9% | 274,081 | $39.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.4% | 271,541 | $38.8M |
| Schroder Investment Management Group | 0.03% | Add +78.1% | 276,028 | $37.1M |
| Algert Global LLC | 0.55% | Reduce -9.3% | 257,265 | $36.8M |
| Wells Fargo & Company | 0.01% | Reduce -30.9% | 242,970 | $34.8M |
| GW&K Investment Management, LLC | 0.24% | Reduce -25.6% | 192,018 | $27.5M |
| Swedbank AB | 0.03% | Add +2.7% | 190,000 | $27.2M |
| Oberweis Asset Management Inc./ | 0.70% | Add +1.7% | 166,100 | $23.8M |
| Allianz Asset Management GmbH | 0.03% | Reduce -2.2% | 156,526 | $22.4M |
| State of Wisconsin Investment Board | 0.05% | Reduce -12.4% | 154,672 | $22.1M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.08% | Add +19.7% | 152,000 | $21.7M |
| Rhumbline Advisers | 0.02% | Add +1.8% | 149,229 | $21.3M |
| Man Group plc | 0.04% | Add +14.7% | 140,224 | $20.1M |
| Clark Capital Management Group, Inc. | 0.12% | Add +11.3% | 136,980 | $19.6M |
| Bridgewater Associates | 0.09% | Add +35.1% | 136,170 | $19.5M |
| Legal & General Group Plc | 0.00% | Reduce -9.3% | 133,366 | $19.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.3% | 132,038 | $18.9M |
| Portolan Capital Management, LLC | 0.99% | Add +23.6% | 130,626 | $18.7M |
| Aptus Capital Advisors, LLC | 0.15% | Reduce -8.3% | 122,400 | $17.5M |
| KR Capital LP | 3.37% | — | 117,557 | $16.8M |
| WCM Investment Management, LLC | 0.04% | New | 124,224 | $16.7M |
| Victory Capital Management Inc. | 0.01% | Add +18.6% | 112,960 | $16.2M |
| Munro Partners | 0.54% | New | 112,170 | $16.0M |
| AQR Capital Management | 0.01% | Reduce -25.4% | 112,054 | $16.0M |
| Grandeur Peak Global Advisors, LLC | 3.69% | Reduce -23.7% | 109,967 | $15.7M |
| Swiss National Bank | 0.01% | Add +0.4% | 106,900 | $15.3M |
| Segall Bryant & Hamill, LLC | 0.22% | Reduce -4.9% | 106,781 | $15.3M |
| Lazard Asset Management LLC | 0.02% | Reduce -47.3% | 102,639 | $14.7M |
| Thames Capital Management LLC | 2.56% | No change | 100,005 | $14.3M |
| California Public Employees Retirement System | 0.01% | New | 99,353 | $14.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -20.1% | 97,306 | $13.9M |
| Ceredex Value Advisors LLC | 0.43% | Reduce -15.8% | 96,625 | $13.8M |
| Royce & Associates LP | 0.14% | Reduce -2.3% | 96,050 | $13.7M |
| Voloridge Investment Management, LLC | 0.05% | New | 95,638 | $13.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -9.2% | 93,088 | $13.3M |
| Dana Investment Advisors, Inc. | 0.38% | Reduce -9.2% | 88,452 | $12.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -0.9% | 87,444 | $12.5M |
| Deutsche Bank AG | 0.00% | Add +7.2% | 76,980 | $11.0M |
| Bolthouse Investments, LLC | 9.70% | Reduce -6.3% | 75,000 | $10.7M |
| Cookson Peirce & Co. Inc. | 0.45% | Add +12.6% | 74,970 | $10.7M |
| Advisors Asset Management, Inc. | 0.18% | Add +7.2% | 73,782 | $10.6M |
| Picton Mahoney Asset Management | 0.11% | Add +59.6% | 70,681 | $10.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -32.1% | 70,324 | $10.1M |
| Clearbridge Investments, LLC | 0.01% | Reduce -3.1% | 70,090 | $10.0M |
| Franklin Resources Inc. | 0.00% | Add +2.7% | 69,778 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.8% | 69,387 | $9.9M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | No change | 69,155 | $9.9M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -32.1% | 67,137 | $9.6M |
| Renaissance Group LLC | 0.40% | Add +20.5% | 66,686 | $9.5M |
| California State Teachers Retirement System | 0.01% | Add +22.4% | 62,780 | $9.0M |
| Vest Financial, LLC | 0.11% | Add +37.8% | 62,586 | $9.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -28.8% | 61,957 | $8.9M |
| Prudential Financial Inc. | 0.01% | Reduce -20.6% | 61,576 | $8.8M |
| Heartland Advisors Inc. | 0.44% | No change | 60,000 | $8.6M |
| Walleye Capital LLC | 0.06% | Add +275.4% | 57,404 | $8.2M |
| Sei Investments Co. | 0.01% | Reduce -43.1% | 56,856 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +79.7% | 55,614 | $8.0M |
| Nordea Investment Management AB | 0.01% | Reduce -3.8% | 56,102 | $7.7M |
| ExodusPoint Capital Management, LP | 0.08% | New | 53,773 | $7.7M |
| A. D. Beadell Investment Counsel, Inc. | 4.79% | Reduce -14.3% | 52,325 | $7.5M |
| Gabelli Funds LLC | 0.05% | Reduce -14.2% | 52,176 | $7.5M |
| Leuthold Group, LLC | 0.78% | Add +2.9% | 50,904 | $7.3M |
| Brown Advisory Inc. | 0.01% | Add +161.7% | 49,526 | $7.1M |
| Phocas Financial Corp. | 1.09% | Reduce -22.1% | 48,704 | $7.0M |
| Illinois Municipal Retirement Fund | 0.09% | Add +403.4% | 48,384 | $6.9M |
| Essex Investment Management Co. LLC | 1.09% | Reduce -5.5% | 48,177 | $6.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.7% | 47,050 | $6.7M |
| Hel Ved Capital Management Ltd | 1.12% | Reduce -52.7% | 45,330 | $6.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -35.8% | 44,681 | $6.4M |
| STRS Ohio | 0.03% | Add +22.1% | 44,200 | $6.3M |
| Lumbard & Kellner, LLC | 2.06% | Add +0.4% | 41,500 | $5.9M |
| Creative Planning | 0.00% | Add +33.8% | 41,229 | $5.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 40,938 | $5.9M |
| CI Investments Inc. | 0.03% | New | 40,660 | $5.8M |
| Intrinsic Edge Capital Management LLC | 1.02% | Reduce -44.5% | 39,224 | $5.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.2% | 37,895 | $5.4M |
| Caisse de depot et placement du Quebec | 0.01% | New | 37,509 | $5.4M |
| SIR Capital Management, L.P. | 0.50% | New | 37,300 | $5.3M |
| Hilton Capital Management, LLC | 0.40% | Add +14.5% | 36,915 | $5.3M |
| NewSquare Capital LLC | 0.46% | Add +0.8% | 36,913 | $5.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -23.1% | 36,364 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.9% | 36,065 | $5.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 35,192 | $5.0M |
| Taproot Management LP | 0.93% | New | 34,514 | $4.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -89.5% | 34,506 | $4.9M |
| Aventail Capital Group, LP | 0.23% | Reduce -54.2% | 34,000 | $4.9M |
| CSM Advisors, LLC | 0.12% | Add +9.7% | 33,372 | $4.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +20.3% | 33,073 | $4.7M |
| Freedom Day Solutions, LLC | 1.26% | Reduce -8.7% | 32,792 | $4.7M |
| Bessemer Group Inc. | 0.01% | Add +41998.7% | 32,416 | $4.6M |
| Hodges Capital Management Inc. | 0.38% | No change | 32,000 | $4.6M |
| Zacks Investment Management | 0.04% | Add +5.4% | 31,903 | $4.6M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -74.4% | 31,270 | $4.5M |
| LMR Partners LLP | 0.05% | New | 29,793 | $4.3M |
| Tortoise Capital Advisors, L.L.C. | 0.04% | Add +53.8% | 29,558 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -23.9% | 29,473 | $4.2M |
| Fifth Third Bancorp | 0.01% | Add +91981.3% | 29,466 | $4.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +23.2% | 29,433 | $4.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.1% | 29,363 | $4.2M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -2.8% | 29,350 | $4.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -85.2% | 28,305 | $4.0M |
| Informed Momentum Co LLC | 0.47% | Reduce -20.9% | 28,143 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -1.3% | 27,214 | $3.9M |
| 1492 Capital Management LLC | 1.46% | Reduce -12.1% | 26,720 | $3.8M |
| Redhawk Wealth Advisors, Inc. | 0.42% | Reduce -32.8% | 26,460 | $3.8M |
| West Tower Group, LLC | 11.77% | Add +0.7% | 26,372 | $3.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.3% | 26,147 | $3.7M |
| Union Bancaire Privee, UBP SA | 0.05% | Add +280.4% | 29,804 | $3.7M |
| Tidal Investments LLC | 0.01% | Reduce -30.5% | 25,880 | $3.7M |
| Teacher Retirement System of Texas | 0.02% | Add +36.9% | 25,710 | $3.7M |
| Denali Advisors LLC | 0.39% | New | 24,460 | $3.5M |
| Janus Henderson Group PLC | 0.00% | No change | 24,111 | $3.5M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -3.2% | 24,000 | $3.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 23,590 | $3.4M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | New | 22,162 | $3.2M |
| Richard Bernstein Advisors LLC | 0.09% | New | 21,836 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 21,535 | $3.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +7.1% | 21,200 | $3.0M |
| HSBC Holdings PLC | 0.00% | Add +97.0% | 21,047 | $3.0M |
| Kennedy Capital Management LLC | 0.06% | Reduce -1.3% | 20,948 | $3.0M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -3.5% | 20,805 | $3.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.9% | 20,699 | $3.0M |
| Gotham Asset Management | 0.01% | Reduce -42.9% | 20,658 | $3.0M |
| Intech Investment Management LLC | 0.03% | Reduce -26.4% | 20,019 | $2.9M |
| Marietta Investment Partners LLC | 0.57% | Reduce -0.8% | 19,918 | $2.8M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -1.0% | 19,400 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.0% | 19,376 | $2.8M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -44.1% | 19,275 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.5% | 19,039 | $2.7M |
| Raiffeisen Bank International AG | 0.04% | Add +40.8% | 19,706 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 18,215 | $2.6M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -5.7% | 17,818 | $2.6M |
| TCW Group Inc. | 0.02% | New | 17,777 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -15.9% | 17,325 | $2.5M |
| Ifrah Financial Services, Inc. | 0.64% | Reduce -3.2% | 16,874 | $2.4M |
| Integrated Quantitative Investments LLC | 0.44% | Add +31.3% | 16,870 | $2.4M |
| Voya Investment Management LLC | 0.00% | Add +31.0% | 16,756 | $2.4M |
| Holocene Advisors, LP | 0.01% | New | 16,544 | $2.4M |
| Barclays PLC | 0.00% | Reduce -82.4% | 16,331 | $2.3M |
| Empowered Funds, LLC | 0.01% | Reduce -8.0% | 16,312 | $2.3M |
| Amalgamated Bank | 0.02% | Reduce -1.1% | 15,526 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +48.1% | 15,153 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 15,000 | $2.1M |
| Arizona State Retirement System | 0.01% | Reduce -0.7% | 14,862 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.4% | 14,773 | $2.1M |
| Great Lakes Advisors, LLC | 0.02% | Add +807.5% | 14,710 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 14,656 | $2.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.8% | 14,297 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.59% | Reduce -5.4% | 14,082 | $2.0M |
| Tectonic Advisors LLC | 0.11% | Add +4.2% | 13,953 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.7% | 13,798 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -52.9% | 13,739 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +276.8% | 17,077 | $2.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +11.5% | 12,937 | $1.9M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 13,445 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 13,362 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.4% | 12,352 | $1.8M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.08% | New | 11,065 | $1.6M |
| Natixis Advisors, LLC | 0.00% | New | 10,723 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -25.4% | 10,628 | $1.5M |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -21.1% | 10,325 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -41.5% | 10,215 | $1.5M |
| Alps Advisors Inc. | 0.01% | Reduce -15.7% | 10,181 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Add +91.4% | 10,150 | $1.5M |
| Rithm Capital Corp. | 2.47% | Reduce -2.9% | 9,900 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.3% | 9,767 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -70.3% | 9,665 | $1.4M |
| Marshall Wace, LLP | 0.00% | New | 9,510 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +3.7% | 9,479 | $1.4M |
| Smith Group Asset Management, LLC | 0.07% | Add +4.6% | 9,428 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.0% | 9,115 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | No change | 9,300 | $1.3M |
| GAMCO Investors | 0.01% | Reduce -1.7% | 9,048 | $1.3M |
| Cwm, LLC | 0.00% | Add +0.3% | 8,993 | $1.3M |
| Virtus Advisers, LLC | 0.60% | Reduce -46.6% | 8,863 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +12.7% | 8,766 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.9% | 8,759 | $1.3M |
| Moran Wealth Management, LLC | 0.04% | Reduce -23.6% | 8,632 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | New | 9,777 | $1.2M |
| ProShare Advisors LLC | 0.00% | Reduce -19.9% | 8,422 | $1.2M |
| Alessandra Capital Management, LLC | 1.02% | Add +89.1% | 8,396 | $1.2M |
| Gibbs Wealth Management | 0.16% | Add +26.7% | 8,276 | $1.2M |
| Jennison Associates LLC | 0.00% | Add +16.2% | 8,148 | $1.2M |
| Cornerstone Investment Partners, LLC | 0.05% | Add +4.1% | 8,053 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +60.1% | 7,935 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.3% | 7,883 | $1.1M |
| Credit Agricole S A | 0.00% | No change | 7,834 | $1.1M |
| South Dakota Investment Council | 0.02% | New | 7,800 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -0.2% | 7,676 | $1.1M |
| Amundi | 0.00% | Add +183.2% | 7,662 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +20.8% | 7,405 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +271.2% | 7,386 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | New | 7,288 | $1.0M |
| Ami Asset Management Corp. | 0.06% | Reduce -24.6% | 7,029 | $1.0M |
| Total Wealth Planning & Management, Inc. | 0.80% | Reduce -21.8% | 7,027 | $1.0M |
| Entruity Wealth, LLC | 0.68% | New | 7,000 | $1.0M |
| Bank of Montreal | 0.00% | Add +10.7% | 6,742 | $964K |
| Allstate Corp. | 0.01% | New | 6,724 | $962K |
| QRG Capital Management, Inc. | 0.01% | Reduce -65.0% | 6,691 | $957K |
| Fulton Bank, N.A. | 0.03% | Reduce -0.6% | 6,561 | $938K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.9% | 6,544 | $936K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -5.7% | 6,448 | $922K |
| Horizon Investment Services, LLC | 0.32% | Reduce -56.6% | 6,447 | $922K |
| Cambria Investment Management, L.P. | 0.05% | Reduce -15.5% | 6,318 | $904K |
| Pension & Wealth Management Advisors, Inc. | 0.27% | Reduce -21.5% | 6,283 | $899K |
| OP Asset Management Ltd | 0.01% | Reduce -37.3% | 6,232 | $891K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.1% | 6,183 | $884K |
| Yorktown Management & Research Co Inc | 0.74% | No change | 6,150 | $880K |
| Truist Financial Corp. | 0.00% | Add +8.3% | 6,127 | $876K |
| Xponance LLC | 0.01% | Add +15.2% | 5,921 | $847K |
| HighTower Advisors, LLC | 0.00% | Add +3.1% | 5,716 | $818K |
| IMC-Chicago, LLC | 0.01% | New | 5,491 | $785K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 5,427 | $776K |
| PFG Investments, LLC | 0.04% | Add +28.9% | 5,357 | $766K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 5,145 | $736K |
| Blair William & Co. | 0.00% | Reduce -70.7% | 5,130 | $734K |
| Portside Wealth Group, LLC | 0.10% | Reduce -2.1% | 5,120 | $732K |
| Swiss Life Asset Management Ltd | 0.00% | Add +14.9% | 5,053 | $723K |
| Virtu Financial LLC | 0.03% | New | 5,017 | $718K |
| Paradigm Capital Management Inc. | 0.03% | No change | 5,000 | $715K |
| Fox Hill Wealth Management | 0.33% | New | 4,866 | $696K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.3% | 4,775 | $683K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,750 | $679K |
| Fiduciary Trust Co | 0.01% | Reduce -6.2% | 4,733 | $677K |
| Summit Global Investments | 0.04% | Reduce -49.8% | 4,494 | $643K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.8% | 4,431 | $634K |
| Nvwm, LLC | 0.14% | Add +30.7% | 4,393 | $628K |
| Legato Capital Management LLC | 0.06% | Add +28.9% | 4,379 | $626K |
| Tieton Capital Management, LLC | 0.21% | Reduce -0.8% | 4,365 | $624K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +499.1% | 4,152 | $594K |
| Bokf, NA | 0.01% | Reduce -55.2% | 4,122 | $590K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -95.8% | 4,000 | $572K |
| Horizons Wealth Management | 0.38% | No change | 3,976 | $569K |
| TD Private Client Wealth LLC | 0.01% | Reduce -5.2% | 3,965 | $567K |
| Highland Capital Management, LLC | 0.03% | Add +54.5% | 3,943 | $564K |
| LSV Asset Management | 0.00% | Reduce -92.7% | 3,900 | $558K |
| Quadrature Capital Ltd | 0.01% | New | 3,879 | $555K |
| Gateway Wealth Partners, LLC | 0.02% | Add +69.4% | 3,875 | $554K |
| M&T Bank Corp | 0.00% | Add +54.6% | 3,843 | $549K |
| Penserra Capital Management LLC | 0.01% | New | 3,836 | $548K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.2% | 3,800 | $544K |
| Uncommon Cents Investing LLC | 0.12% | Reduce -1.7% | 3,760 | $538K |
| Keebeck Wealth Management | 0.06% | Add +3.5% | 3,710 | $531K |
| Nisa Investment Advisors, LLC | 0.00% | Add +177.5% | 3,605 | $516K |
| Inspire Investing, LLC | 0.03% | Reduce -74.0% | 3,589 | $513K |
| Silver Oak Securities, Incorporated | 0.04% | Add +4.4% | 3,552 | $508K |
| Meeder Asset Management Inc. | 0.03% | Reduce -90.5% | 3,500 | $501K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -2.0% | 3,434 | $491K |
| Balyasny Asset Management L.P. | 0.00% | Add +8.7% | 3,416 | $489K |
| Vestcor Inc | 0.01% | Add +88.6% | 3,383 | $484K |
| Ethic Inc. | 0.01% | No change | 3,361 | $481K |
| Blue Trust, Inc. | 0.01% | Reduce -1.8% | 3,358 | $480K |
| Cerity Partners LLC | 0.00% | Add +1.1% | 3,320 | $475K |
| Corus Family Wealth Advisors | 0.37% | Reduce -4.7% | 3,159 | $452K |
| Simplex Trading, LLC | 0.01% | New | 3,113 | $445K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +15.7% | 3,005 | $441K |
| Vise Technologies, Inc. | 0.01% | No change | 3,548 | $440K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -28.6% | 3,015 | $431K |
| Balboa Wealth Partners | 0.07% | Add +43.4% | 2,988 | $427K |
| Abacus Wealth Partners, LLC | 0.04% | Reduce -14.9% | 2,927 | $419K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -36.9% | 2,920 | $418K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +41.2% | 2,895 | $414K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,861 | $409K |
| DRW Securities, LLC | 0.02% | Add +2.0% | 2,856 | $409K |
| Kestra Advisory Services, LLC | 0.00% | Add +23.4% | 2,847 | $407K |
| PFW Advisors LLC | 0.13% | No change | 2,842 | $407K |
| Mariner, LLC | 0.00% | Reduce -52.8% | 2,772 | $396K |
| Abel Hall, LLC | 0.08% | Reduce -3.5% | 2,736 | $391K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 2,735 | $391K |
| Partners Capital Investment Group, LLP | 0.01% | No change | 2,697 | $386K |
| DNB Asset Management AS | 0.00% | New | 2,692 | $385K |
| Commerce Bank | 0.00% | Reduce -49.8% | 2,611 | $373K |
| Park Avenue Securities LLC | 0.00% | Reduce -29.8% | 2,529 | $362K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -49.8% | 2,376 | $358K |
| Canton Hathaway, LLC | 0.07% | No change | 2,500 | $358K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -0.1% | 2,500 | $358K |
| Gsa Capital Partners LLP | 0.02% | Reduce -40.1% | 2,469 | $353K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +14.8% | 2,456 | $351K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -40.7% | 2,451 | $351K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +47.9% | 2,431 | $348K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -44.0% | 2,420 | $346K |
| Navellier & Associates Inc. | 0.04% | Add +11.7% | 2,377 | $340K |
| Kassira Wealth Management LLC | 0.31% | New | 2,363 | $338K |
| Cibc World Market Inc. | 0.00% | Reduce -0.5% | 2,302 | $329K |
| Profund Advisors LLC | 0.01% | Reduce -5.0% | 2,301 | $329K |
| Inspire Advisors, LLC | 0.03% | New | 2,253 | $322K |
| Norden Group LLC | 0.03% | Reduce -10.7% | 2,253 | $322K |
| Columbia Advisory Partners LLC | 0.21% | Reduce -30.2% | 2,251 | $322K |
| Jane Street Group, LLC | 0.00% | Add +25.9% | 2,215 | $317K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.0% | 2,197 | $314K |
| Principal Securities, Inc. | 0.00% | Reduce -35.3% | 2,181 | $312K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 2,180 | $312K |
| Advisory Services Network, LLC | 0.00% | Add +2.2% | 2,130 | $305K |
| Jump Financial, LLC | 0.01% | New | 2,108 | $302K |
| Piar LLC | 0.25% | New | 2,100 | $300K |
| Argent Trust Co | 0.01% | Add +16.5% | 2,093 | $299K |
| Whalen Wealth Management Inc. | 0.16% | New | 2,081 | $298K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -51.4% | 2,060 | $295K |
| Caprock Group, LLC | 0.01% | Reduce -15.9% | 2,029 | $290K |
| Independent Family Office, LLC | 0.12% | No change | 2,000 | $286K |
| Victory Financial Group, LLC | 0.04% | Add +6.3% | 1,994 | $285K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.3% | 1,987 | $284K |
| Brooklyn Investment Group | 0.01% | New | 1,977 | $283K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -33.8% | 1,972 | $282K |
| Evergreen Capital Management LLC | 0.01% | New | 1,971 | $282K |
| GTS Securities LLC | 0.01% | New | 1,918 | $274K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 1,916 | $274K |
| Pinnacle Associates Ltd. | 0.00% | New | 1,916 | $274K |
| Truvestments Capital LLC | 0.05% | No change | 1,908 | $273K |
| Apeiron RIA LLC | 0.06% | No change | 1,906 | $273K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 1,900 | $272K |
| Praxis Investment Management Inc. | 0.02% | New | 1,889 | $270K |
| Citizens Financial Group Inc. | 0.00% | Add +1.1% | 1,884 | $269K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,875 | $268K |
| Arkadios Wealth Advisors | 0.00% | Add +1.5% | 1,864 | $267K |
| Jones Financial Companies LLLP | 0.00% | Add +210.2% | 1,849 | $265K |
| Shelton Capital Management | 0.01% | No change | 1,838 | $263K |
| KBC Group NV | 0.00% | Add +14.5% | 1,824 | $261K |
| Level Four Advisory Services, LLC | 0.01% | Add +2.5% | 1,814 | $259K |
| Gallacher Capital Management LLC | 0.10% | New | 1,809 | $259K |
| Silver Coast Investments LLC | 0.08% | Reduce -14.8% | 1,800 | $257K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -39.9% | 1,775 | $254K |
| Arcus Capital Partners, LLC | 0.09% | New | 1,761 | $252K |
| Mirabella Financial Services LLP | 0.03% | Reduce -24.1% | 1,755 | $251K |
| Ausbil Investment Management Ltd | 0.12% | New | 1,652 | $249K |
| Private Advisor Group, LLC | 0.00% | Reduce -85.2% | 1,738 | $249K |
| Round Rock Advisors LLC | 0.04% | Add +0.7% | 1,736 | $248K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -56.7% | 1,679 | $240K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,676 | $240K |
| Measured Wealth Private Client Group, LLC | 0.06% | Reduce -0.4% | 1,656 | $237K |
| denkapparat Operations GmbH | 0.10% | New | 1,644 | $235K |
| Csenge Advisory Group | 0.01% | New | 1,629 | $233K |
| Bayforest Capital Ltd | 0.26% | New | 1,628 | $233K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -84.2% | 1,623 | $232K |
| CIBC Asset Management Inc | 0.00% | New | 1,611 | $230K |
| Hohimer Wealth Management, LLC | 0.03% | New | 1,575 | $225K |
| Legacy Advisors, LLC | 0.03% | New | 1,564 | $224K |
| Sowell Financial Services LLC | 0.01% | Reduce -15.4% | 1,561 | $223K |
| Guggenheim Capital LLC | 0.00% | Reduce -86.6% | 1,558 | $223K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 1,557 | $223K |
| State of Wyoming | 0.03% | Reduce -59.5% | 1,549 | $222K |
| Savant Capital, LLC | 0.00% | New | 1,522 | $218K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -21.4% | 1,509 | $216K |
| Calydon Capital | 0.03% | New | 1,473 | $211K |
| Prudent Man Advisors, LLC | 0.06% | New | 1,464 | $209K |
| Archer Investment Corp | 0.04% | New | 1,450 | $207K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,414 | $202K |
| XTX Topco Ltd | 0.00% | New | 1,408 | $201K |
| Castleark Management LLC | 0.01% | Add +24.1% | 1,390 | $199K |
| Acadian Asset Management LLC | 0.00% | Add +42.8% | 1,351 | $193K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +135.4% | 1,318 | $189K |
| Neo Ivy Capital Management | 0.04% | New | 1,090 | $156K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 950 | $135K |
| SBI Okasan Asset Management Co.Ltd. | 0.01% | No change | 1,000 | $134K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 920 | $132K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.9% | 906 | $122K |
| Allworth Financial LP | 0.00% | Add +1.5% | 814 | $116K |
| Harbour Investments, Inc. | 0.00% | Add +192.2% | 786 | $112K |
| Horizon Investments, LLC | 0.00% | New | 743 | $106K |
| Exchange Traded Concepts, LLC | 0.00% | New | 743 | $106K |
| Covestor Ltd | 0.07% | Reduce -3.6% | 693 | $99K |
| CENTRAL TRUST Co | 0.00% | Add +7500.0% | 608 | $87K |
| Salomon & Ludwin, LLC | 0.01% | Add +75.9% | 584 | $86K |
| Assetmark, Inc. | 0.00% | Reduce -0.7% | 580 | $83K |
| IFP Advisors, Inc | 0.00% | Reduce -7.5% | 579 | $83K |
| GAMMA Investing LLC | 0.00% | Add +52.1% | 543 | $78K |
| Hantz Financial Services, Inc. | 0.00% | Add +293.2% | 523 | $75K |
| Quadrant Capital Group LLC | 0.00% | Add +7.1% | 510 | $73K |
| Versant Capital Management, Inc | 0.01% | Add +2.5% | 482 | $69K |
| Arax Advisory Partners | 0.00% | Add +28.0% | 562 | $68K |
| Sterling Capital Management LLC | 0.00% | Reduce -92.0% | 443 | $63K |
| Osterweis Capital Management Inc. | 0.00% | No change | 431 | $62K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.0% | 430 | $62K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +8.9% | 381 | $55K |
| Essential Partners LLC | 0.02% | No change | 380 | $54K |
| Richardson Financial Services Inc. | 0.03% | Add +2.9% | 359 | $51K |
| Salem Investment Counselors Inc. | 0.00% | New | 285 | $41K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -55.6% | 280 | $40K |
| UMB Bank, n.a. | 0.00% | Add +33.7% | 262 | $37K |
| Basecamp Wealth Advisors LLC | 0.01% | Reduce -11.6% | 245 | $35K |
| Kemnay Advisory Services Inc. | 0.01% | Add +42.7% | 244 | $35K |
| Root Financial Partners, LLC | 0.00% | Add +43.1% | 229 | $33K |
| Crewe Advisors LLC | 0.00% | Add +37.8% | 226 | $32K |
| Bullock Wealth Management Group | 0.02% | No change | 210 | $32K |
| Destiny Wealth Partners, LLC | 0.00% | New | 215 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $29K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -98.5% | 193 | $28K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.9% | 193 | $28K |
| Park Place Capital Corp | 0.01% | No change | 184 | $26K |
| Private Trust Co. NA | 0.00% | Add +22.7% | 173 | $25K |
| Mather Group, Llc. | 0.00% | New | 173 | $25K |
| Rothschild Investment LLC | 0.00% | Add +3.7% | 168 | $24K |
| Kilter Group LLC | 0.01% | Add +485.7% | 164 | $23K |
| Matrix Trust Co | 0.00% | Add +8.8% | 161 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -14.2% | 145 | $21K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +51.5% | 147 | $21K |
| Smithfield Trust Co | 0.00% | No change | 144 | $21K |
| McIlrath & Eck, LLC | 0.00% | Reduce -47.6% | 145 | $21K |
| Signaturefd, LLC | 0.00% | Add +50.5% | 143 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 135 | $19K |
| Basepoint Wealth LLC | 0.01% | No change | 131 | $19K |
| USA Financial Formulas | 0.00% | Add +1471.4% | 110 | $16K |
| Clearstead Advisors, LLC | 0.00% | Reduce -95.7% | 104 | $15K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 100 | $14K |
| Stance Capital LLC | 0.01% | New | 99 | $14K |
| Parallel Advisors, LLC | 0.00% | Add +64.7% | 84 | $12K |
| Private Wealth Management Group, LLC | 0.00% | No change | 82 | $12K |
| Group One Trading LLC | 0.00% | New | 79 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +276.2% | 79 | $11K |
| Strive Financial Group ,LLC | 0.01% | New | 79 | $11K |
| American National Bank & Trust | 0.00% | No change | 72 | $10K |
| Zions Bancorporation, National Association | 0.00% | Add +3.1% | 66 | $9K |
| WPG Advisers, LLC | 0.01% | Reduce -45.8% | 64 | $9K |
| Bare Financial Services, Inc | 0.00% | Add +376.9% | 62 | $9K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 60 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 60 | $9K |
| CVA Family Office, LLC | 0.00% | New | 59 | $8K |
| Globeflex Capital L P | 0.00% | Reduce -99.9% | 52 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 51 | $7K |
| Morse Asset Management, Inc | 0.00% | Reduce -37.5% | 50 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 38 | $7K |
| Fortitude Family Office, LLC | 0.00% | Add +87.5% | 45 | $6K |
| Rossby Financial, LCC | 0.00% | New | 41 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.7% | 42 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +18.2% | 39 | $6K |
| Stone House Investment Management, LLC | 0.00% | No change | 38 | $5K |
| Investors Portfolio Services LLC | 0.00% | Reduce -93.5% | 37 | $5K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 31 | $4K |
| GoalVest Advisory LLC | 0.00% | New | 29 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 29 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +150.0% | 25 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 23 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -12.0% | 22 | $3K |
| Altshuler Shaham Ltd | 0.00% | New | 826 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 20 | $3K |
| IMA Advisory Services, Inc. | 0.00% | No change | 18 | $3K |
| Raleigh Capital Management Inc. | 0.00% | New | 18 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -58.5% | 17 | $2K |
| MAI Capital Management | 0.00% | New | 17 | $2K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -76.7% | 17 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 15 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 14 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +50.0% | 12 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +266.7% | 11 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 11 | $2K |
| Toth Financial Advisory Corp. | 0.00% | New | 10 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +42.9% | 10 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +133.3% | 7 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +75.0% | 7 | $1K |
| Huntington National Bank | 0.00% | No change | 7 | $1K |
| Ankerstar Wealth, LLC | 0.00% | Add +20.0% | 6 | $859 |
| Gilpin Wealth Management, LLC | 0.00% | Add +50.0% | 6 | $859 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 6 | $858 |
| Quarry LP | 0.00% | New | 6 | $858 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $716 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 5 | $715 |
| Trust Co | 0.00% | No change | 5 | $715 |
| Ascentis Independent Advisors | 0.00% | New | 5 | $715 |
| Breakwater Investment Management | 0.00% | No change | 4 | $573 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 4 | $572 |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $572 |
| Prestige Wealth Management Group LLC | 0.00% | New | 3 | $430 |
| Abound Wealth Management | 0.00% | No change | 3 | $430 |
| Frazier Financial Advisors, LLC | 0.00% | New | 2 | $287 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 2 | $286 |
| Larson Financial Group LLC | 0.00% | New | 2 | $286 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $158 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $143 |
| Curio Wealth, LLC | 0.00% | New | 1 | $143 |
"% of holder's portfolio" is PRIM's weight in each manager's 13F, not the share of Primoris Services Corp. the manager owns.