Phillips 66PSX

13F holders, Q4 2024 (December 31)
1,781holders +7
86new positions
181sold out
10famous investors
$113.93avg. 13F price*

At the end of Q4 2024, 1,781 institutions reported holding Phillips 66 (PSX) in their 13F filings, up 7 from Q3 2024. 86 opened new positions and 181 sold out. The largest holders were Vanguard Group Inc. ($4.6B), BlackRock, Inc. ($3.5B) and State Street Corp. ($3.0B). 10 famous investors held it, including Bill Nygren (2.2% of Harris Associates (Oakmark Funds)'s portfolio), Paul Singer (1.0% of Elliott Investment Management's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

Company
Phillips 66
Sector
Energy
CUSIP
718546104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,876Q1 2024Q2 2024: 1,784Q2 2024Q3 2024: 1,774Q3 2024Q4 2024: 1,781Q4 2024Q1 2025: 1,794Q1 2025Q2 2025: 1,764Q2 2025Q3 2025: 1,838Q3 2025Q4 2025: 1,905Q4 2025Q1 2026: 2,133Q1 2026Q2 2026: 2,108Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions86$341.7M
Exits181$188.1M

All 13F filers, Q3 2024 → Q4 2024: 27,052,166 shares bought and 24,613,583 shares sold, net +2,438,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,781 holders

Vanguard Group Inc. 0.08% Reduce -0.6% 40,500,230 $4.6B
BlackRock, Inc. 0.07% Reduce -1.8% 30,528,106 $3.5B
State Street Corp. 0.12% Reduce -4.8% 26,523,382 $3.0B
Wells Fargo & Company 0.44% Reduce -0.8% 16,030,294 $1.8B
Harris Associates (Oakmark Funds) 2.21% Add +19.3% 11,689,072 $1.3B
Bank of New York Mellon Corp 0.20% Add +7.3% 9,344,342 $1.1B
UBS Group AG 0.23% Add +149.3% 9,078,742 $1.0B
Geode Capital Management, LLC 0.08% Add +1.0% 8,530,242 $968.8M
Barclays PLC 0.42% Add +5.5% 7,380,915 $840.9M
Morgan Stanley 0.05% Reduce -1.7% 6,676,168 $760.6M
T. Rowe Price Associates Inc. 0.08% Add +283.5% 6,026,649 $686.6M
Northern Trust Corp. 0.07% Add +10.6% 4,589,079 $522.8M
Norges Bank 0.07% Add +5.7% 4,368,016 $497.6M
Bank of America Corp. 0.05% Reduce -15.1% 4,315,437 $491.7M
Invesco Ltd. 0.09% Add +9.2% 4,112,618 $468.6M
Dimensional Fund Advisors LP 0.11% Add +9.8% 4,014,113 $457.3M
Amundi 0.15% Add +25.7% 3,682,414 $428.1M
Goldman Sachs Group Inc. 0.07% Add +61.3% 3,403,932 $387.8M
FMR LLC 0.02% Reduce -3.5% 3,096,483 $352.8M
Charles Schwab Investment Management Inc. 0.06% Add +3.5% 3,002,995 $342.1M
Deutsche Bank AG 0.12% Add +9.7% 2,579,365 $293.9M
Boston Partners 0.35% Reduce -14.7% 2,552,200 $291.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +0.6% 2,535,417 $288.9M
Legal & General Group Plc 0.07% Reduce -2.5% 2,296,372 $261.6M
Barrow Hanley Mewhinney & Strauss LLC 0.79% Reduce -2.1% 2,029,562 $231.2M
Envestnet Asset Management Inc. 0.06% Reduce -7.3% 1,729,552 $197.0M
JPMorgan Chase & Co. 0.02% Reduce -49.1% 1,727,946 $196.9M
LSV Asset Management 0.45% Reduce -7.4% 1,718,816 $195.8M
HSBC Holdings PLC 0.12% Add +6.3% 1,629,375 $185.5M
Bahl & Gaynor LLC 0.96% Reduce -2.8% 1,594,147 $181.6M
Jacobs Levy Equity Management, Inc. 0.62% Add +157.6% 1,541,240 $175.6M
Royal Bank of Canada 0.04% Add +42.5% 1,497,300 $170.6M
Raymond James Financial Inc. 0.06% — 1,481,523 $168.8M
Capitolis Liquid Global Markets LLC 1.38% New 1,248,000 $142.2M
Allianz Asset Management GmbH 0.20% Reduce -11.4% 1,192,190 $135.8M
Swiss National Bank 0.09% Reduce -6.0% 1,182,450 $134.7M
National Bank of Canada 0.17% Add +166.7% 1,134,582 $129.3M
National Pension Service 0.12% Add +11.9% 1,120,657 $127.7M
Massachusetts Financial Services Co. 0.04% Add +4.1% 1,107,397 $126.2M
ING Groep NV 0.82% Reduce -9.3% 1,072,747 $122.2M
Alliancebernstein L.P. 0.04% Add +1.2% 1,062,016 $121.0M
Healthcare of Ontario Pension Plan Trust Fund 0.24% Add +585.5% 994,000 $113.2M
Nuveen Asset Management, LLC 0.03% Reduce -27.7% 955,230 $108.8M
Mariner, LLC 0.18% Add +5.3% 949,602 $108.2M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.2% 944,398 $107.6M
Corient Private Wealth LP 0.18% Reduce -5.2% 935,425 $106.6M
PNC Financial Services Group, Inc. 0.06% Reduce -1.2% 800,865 $91.2M
Bank of Montreal 0.04% Reduce -52.5% 776,796 $88.5M
Elliott Investment Management 0.98% No change 775,000 $88.3M
Rhumbline Advisers 0.08% Reduce -2.1% 765,601 $87.2M
LPL Financial LLC 0.03% Add +10.2% 734,484 $83.7M
Fayez Sarofim & Co 0.20% Add +2.4% 706,688 $80.5M
California Public Employees Retirement System 0.05% Reduce -9.4% 697,807 $79.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +4.8% 651,668 $75.7M
Canada Pension Plan Investment Board 0.06% Reduce -48.0% 595,738 $67.9M
Wellington Management Group LLP 0.01% Reduce -85.9% 589,413 $67.2M
Assenagon Asset Management S.A. 0.12% Reduce -21.7% 573,492 $65.3M
Truist Financial Corp. 0.10% Add +0.8% 573,283 $65.3M
Jane Street Group, LLC 0.10% Add +13.2% 562,027 $64.0M
Mizuho Markets Americas LLC 1.18% No change 540,000 $61.5M
Holocene Advisors, LP 0.20% Add +999.7% 534,293 $60.9M
M&T Bank Corp 0.20% Reduce -0.8% 521,390 $59.4M
Principal Financial Group Inc. 0.03% Reduce -2.4% 517,892 $59.0M
Ameriprise Financial Inc. 0.02% Reduce -11.6% 513,757 $58.5M
Stonegate Investment Group, LLC 1.55% Reduce -0.4% 511,153 $58.2M
Nomura Holdings Inc. 0.31% Reduce -66.8% 510,199 $58.1M
California State Teachers Retirement System 0.07% Reduce -35.3% 497,521 $56.7M
Prudential Financial Inc. 0.08% Reduce -51.0% 494,264 $56.3M
Alyeska Investment Group, L.P. 0.21% Add +33.9% 488,537 $55.7M
BNP Paribas Financial Markets 0.04% Reduce -24.9% 463,879 $52.8M
Voloridge Investment Management, LLC 0.19% Reduce -5.0% 459,938 $52.4M
Balyasny Asset Management L.P. 0.12% Reduce -70.2% 450,167 $51.3M
New York State Common Retirement Fund 0.07% Reduce -1.6% 444,277 $50.6M
Focus Partners Wealth 0.12% Add +21.4% 402,543 $45.9M
Adage Capital Partners Gp, L.L.C. 0.08% Add +0.3% 395,901 $45.1M
Recurrent Investment Advisors LLC 4.11% Add +4.6% 393,339 $44.8M
Merewether Investment Management, LP 1.77% New 388,740 $44.3M
State Board of Administration of Florida Retirement System 0.08% Reduce -9.0% 386,602 $44.0M
Aberdeen Group plc 0.08% Reduce -4.8% 387,154 $43.9M
Russell Investments Group, Ltd. 0.06% Add +9.1% 377,406 $43.0M
Stifel Financial Corp. 0.04% Reduce -5.5% 371,086 $42.3M
HighTower Advisors, LLC 0.06% Add +62.7% 368,625 $42.0M
Susquehanna International Group, LLP 0.06% Add +80.2% 364,062 $41.5M
First Trust Advisors LP 0.04% Add +32.5% 360,685 $41.1M
Davis R M Inc. 0.78% Add +0.3% 349,416 $39.8M
Citigroup Inc. 0.04% Add +17.5% 343,298 $39.1M
Neuberger Berman Group LLC 0.03% Reduce -8.9% 337,170 $38.4M
New York State Teachers Retirement System 0.08% Reduce -6.7% 336,693 $38.4M
RNC Capital Management LLC 2.03% Reduce -4.9% 333,046 $37.9M
Victory Capital Management Inc. 0.04% Reduce -48.5% 322,365 $36.7M
Manufacturers Life Insurance Company, The 0.03% Add +1.5% 315,817 $36.0M
Great Lakes Advisors, LLC 0.30% Reduce -0.9% 311,148 $35.4M
SIR Capital Management, L.P. 3.53% Reduce -17.7% 300,119 $34.2M
Commonwealth Equity Services, LLC 0.05% Reduce -3.2% 292,164 $33.3M
&partners 0.40% Add +51.9% 285,476 $33.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% — 287,819 $32.8M
Franklin Resources Inc. 0.01% Reduce -0.9% 286,697 $32.7M
Miller Howard Investments Inc. 1.07% Reduce -2.2% 285,212 $32.5M
Old Republic International Corp. 1.26% No change 280,600 $32.0M
Janus Henderson Group PLC 0.02% Add +20.8% 275,569 $31.4M
Korea Investment CORP 0.07% Reduce -28.3% 274,524 $31.3M
American Century Companies Inc. 0.02% Reduce -23.4% 259,439 $29.6M
ZWJ Investment Counsel Inc. 1.21% Add +3.5% 256,768 $29.3M
State of Wisconsin Investment Board 0.08% Reduce -9.0% 255,997 $29.2M
Pictet Asset Management Holding SA 0.03% Add +4.8% 255,280 $29.1M
CANADA LIFE ASSURANCE Co 0.05% Reduce -0.2% 255,385 $29.1M
Aviva PLC 0.07% Reduce -14.3% 252,689 $28.8M
US Bancorp \de 0.04% Reduce -1.1% 250,975 $28.6M
Nisa Investment Advisors, LLC 0.11% Add +32.1% 250,404 $28.5M
Van Eck Associates Corp. 0.04% Add +192.4% 243,534 $27.7M
Bank of Nova Scotia 0.05% Add +130.8% 240,851 $27.4M
Advisory Resource Group 5.80% Reduce -0.6% 240,027 $27.3M
Fort Washington Investment Advisors Inc. 0.16% Add +22.4% 238,300 $27.1M
MML Investors Services, LLC 0.09% Add +0.7% 226,368 $25.8M
Stack Financial Management, Inc 2.35% Reduce -0.5% 225,450 $25.7M
Baird Financial Group, Inc. 0.05% Reduce -9.6% 223,640 $25.5M
Creative Planning 0.02% Add +1.9% 223,322 $25.4M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -3.3% 220,056 $25.1M
Janney Montgomery Scott LLC 0.07% Add +0.4% 216,625 $24.7M
Pacer Advisors, Inc. 0.05% Add +580.5% 211,124 $24.1M
ExodusPoint Capital Management, LP 0.25% Add +43.8% 211,037 $24.0M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -5.8% 209,568 $23.9M
Teachers Retirement System of the State of Kentucky 0.20% Reduce -41.7% 204,875 $23.3M
Ofi Invest Asset Management 0.55% — 210,589 $23.2M
Jefferies Financial Group Inc. 0.27% New 202,089 $23.0M
Aventail Capital Group, LP 1.19% Reduce -58.1% 200,000 $22.8M
Alps Advisors Inc. 0.14% New 197,410 $22.5M
Polar Asset Management Partners Inc. 0.44% New 197,000 $22.4M
DekaBank Deutsche Girozentrale 0.04% No change 199,461 $22.3M
SG Americas Securities, LLC 0.10% Add +122.2% 193,528 $22.0M
Citadel Advisors 0.02% Reduce -78.3% 191,939 $21.9M
Hikari Power Ltd 1.87% No change 190,330 $21.7M
Natixis Advisors, LLC 0.04% Reduce -25.8% 189,176 $21.6M
Todd Asset Management LLC 0.51% Reduce -48.3% 187,841 $21.4M
Public Employees Retirement System of Ohio 0.07% Reduce -6.3% 185,604 $21.1M
Voya Investment Management LLC 0.03% Reduce -3.3% 185,044 $21.1M
Millennium Management 0.02% Reduce -78.9% 184,008 $21.0M
Treasurer of the State of North Carolina 0.08% Reduce -0.7% 181,564 $20.7M
Royal London Asset Management Ltd. 0.05% Reduce -1.8% 173,402 $19.8M
Blair William & Co. 0.06% Reduce -14.9% 170,597 $19.4M
Van Lanschot Kempen Investment Management N.V. 0.19% Reduce -3.8% 170,169 $19.4M
Empowered Funds, LLC 0.28% Add +10.1% 168,514 $19.2M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.27% Reduce -1.0% 168,306 $19.2M
Tudor Investment Corporation 0.20% New 165,439 $18.8M
Annex Advisory Services, LLC 0.56% Add +25.7% 162,922 $18.6M
TCTC Holdings, LLC 0.66% Add +0.8% 161,425 $18.4M
Toronto Dominion Bank 0.03% Reduce -22.8% 160,250 $18.3M
Capital Fund Management S.A. 0.18% Add +113.9% 159,136 $18.1M
State of New Jersey Common Pension Fund D 0.07% Reduce -0.8% 157,030 $17.9M
Asset Management One Co., Ltd. 0.06% Add +0.1% 158,887 $17.9M
Credit Agricole S A 0.06% Reduce -61.1% 155,482 $17.7M
Glenmede Trust Co. NA 0.09% Reduce -4.8% 153,739 $17.5M
TD Asset Management Inc 0.02% Add +0.4% 152,380 $17.4M
Gotham Asset Management 0.16% Add +17.4% 151,530 $17.3M
Gabelli Funds LLC 0.13% Add +22.2% 151,300 $17.2M
Comerica Bank 0.07% Reduce -3.9% 150,786 $17.2M
Engineers Gate Manager LP 0.30% Add +11.1% 149,728 $17.1M
Border to Coast Pensions Partnership Ltd 0.33% No change 149,162 $17.0M
Rafferty Asset Management, LLC 0.06% Add +0.6% 146,836 $16.7M
Thomist Capital Management, LP 5.35% Reduce -56.9% 148,500 $16.6M
Keybank National Association 0.06% Reduce -6.8% 144,643 $16.5M
Chickasaw Capital Management LLC 0.65% Add +0.4% 141,617 $16.1M
Pacific Heights Asset Management LLC 1.09% Add +100.0% 150,000 $15.9M
Adams Natural Resources Fund, Inc. 2.49% Add +40.2% 138,175 $15.7M
AMF Tjanstepension AB 0.11% No change 136,865 $15.6M
Rockefeller Capital Management L.P. 0.04% Reduce -0.2% 135,833 $15.5M
F&V Capital Management, LLC 4.02% Add +0.4% 134,240 $15.3M
Wallington Asset Management, LLC 2.20% Reduce -0.2% 133,905 $15.3M
Torray Investment Partners LLC 2.19% Add +6.5% 133,818 $15.2M
Resona Asset Management Co.,Ltd. 0.09% Reduce -5.8% 133,656 $15.2M
Nomura Asset Management Co. Ltd. 0.05% Add +0.2% 132,472 $15.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +7.2% 132,109 $15.1M
CIBC Private Wealth Group LLC 0.03% Add +13.5% 129,244 $15.0M
American Assets Investment Management, LLC 1.21% Add +2.4% 130,800 $14.9M
Teacher Retirement System of Texas 0.05% Add +4491.3% 130,347 $14.8M
Cetera Investment Advisers 0.03% Reduce -3.2% 126,646 $14.4M
Captrust Financial Advisors 0.04% Add +1.9% 126,177 $14.4M
Brandywine Global Investment Management, LLC 0.10% Reduce -67.2% 125,732 $14.3M
Hikari Tsushin, Inc. 1.02% No change 123,691 $14.1M
AQR Capital Management 0.02% Add +38.0% 121,989 $13.8M
Allspring Global Investments Holdings, LLC 0.02% Add +1.1% 120,122 $13.7M
Arizona State Retirement System 0.08% Reduce -1.4% 119,927 $13.7M
Qube Research & Technologies Ltd 0.02% Reduce -79.8% 118,070 $13.5M
Sei Investments Co. 0.02% Reduce -6.0% 117,156 $13.3M
Walleye Capital LLC 0.14% Add +141.8% 115,931 $13.2M
USS Investment Management Ltd 0.10% Add +200.0% 115,794 $13.2M
Manning & Napier Advisors LLC 0.15% Reduce -3.4% 115,135 $13.1M
GF Fund Management Co. LTD. 0.28% — 113,722 $13.0M
State of Michigan Retirement System 0.07% Reduce -1.7% 112,112 $12.8M
Marshall Wace, LLP 0.02% Reduce -46.0% 110,553 $12.6M
Sanctuary Advisors, LLC 0.08% Reduce -0.1% 103,484 $12.5M
MetLife Investment Management, LLC 0.07% Add +0.4% 109,304 $12.5M
Osaic Holdings, Inc. 0.03% Add +3.2% 114,657 $12.3M
Public Sector Pension Investment Board 0.05% Add +46.2% 107,123 $12.2M
Associated Banc-Corp 0.37% Reduce -3.2% 106,424 $12.1M
Ensign Peak Advisors, Inc 0.02% Reduce -13.9% 106,180 $12.1M
Steward Partners Investment Advisory, LLC 0.11% Reduce -15.4% 105,904 $12.1M
Schwerin Boyle Capital Management Inc. 1.23% Add +1.0% 105,660 $12.0M
Lawson Kroeker Investment Management Inc. 2.25% Reduce -1.4% 104,590 $11.9M
Richard C. Young & CO., LTD. 1.29% Reduce -5.2% 103,717 $11.8M
Bollard Group LLC 0.33% Reduce -0.7% 103,472 $11.8M
HUB Investment Partners, LLC 0.50% Reduce -6.6% 103,407 $11.8M
Cambridge Investment Research Advisors, Inc. 0.04% Add +2.1% 98,351 $11.2M
Kestra Private Wealth Services, LLC 0.19% Add +7.5% 96,050 $10.9M
Corebridge Financial, Inc. 0.06% Reduce -5.8% 94,917 $10.8M
Mattern Capital Management, LLC 1.40% Add +6.2% 94,376 $10.8M
Oppenheimer Asset Management Inc. 0.13% Reduce -0.2% 94,211 $10.7M
State of Tennessee, Department of Treasury 0.04% Reduce -33.9% 93,846 $10.7M
CCM Investment Advisers LLC 1.18% Reduce -10.8% 93,781 $10.7M
O'shaughnessy Asset Management, LLC 0.09% Add +42.5% 93,435 $10.6M
STRS Ohio 0.04% Reduce -16.5% 93,419 $10.6M
Cohen & Steers, Inc. 0.02% Add +40.3% 91,663 $10.4M
Verity & Verity, LLC 0.94% Add +33.6% 90,260 $10.3M
Czech National Bank 0.09% Add +5.0% 89,493 $10.2M
Retirement Systems of Alabama 0.04% Reduce -3.0% 89,415 $10.2M
Avantax Advisory Services, Inc. 0.06% Reduce -2.8% 89,283 $10.2M
Mercer Global Advisors Inc. 0.02% Reduce -22.6% 88,491 $10.1M
Macquarie Group Ltd. 0.01% Reduce -67.7% 104,436 $10.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +2.9% 88,085 $10.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -3.6% 87,814 $10.0M
Adell Harriman & Carpenter Inc. 0.68% Reduce -10.2% 86,146 $9.8M
Eldred Rock Partners, LLC 3.34% Add +0.3% 86,011 $9.7M
Skba Capital Management LLC 1.53% Reduce -4.1% 84,735 $9.7M
ProShare Advisors LLC 0.02% Add +3.3% 84,732 $9.7M
Aquatic Capital Management LLC 0.26% Add +22.8% 84,393 $9.6M
Cambria Investment Management, L.P. 0.58% Add +8.9% 83,715 $9.5M
Daymark Wealth Partners, LLC 0.40% Add +10.0% 82,830 $9.4M
Heritage Investors Management Corp. 0.30% Add +0.8% 82,381 $9.4M
Advisory Services Network, LLC 0.17% Add +7.7% 82,245 $9.4M
Varma Mutual Pension Insurance Co 0.07% Reduce -25.6% 80,400 $9.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +13.3% 80,151 $9.1M
Kestra Advisory Services, LLC 0.05% Reduce -7.1% 79,987 $9.1M
Amalgamated Bank 0.07% Reduce -3.9% 79,201 $9.0M
Marco Investment Management LLC 0.78% Add +1.4% 78,982 $9.0M
NewEdge Advisors, LLC 0.05% Reduce -6.3% 78,864 $9.0M
HITE Hedge Asset Management LLC 0.65% New 78,194 $8.9M
AXA S.A. 0.03% Add +47.0% 78,146 $8.9M
Bryn Mawr Trust Advisors, LLC 0.48% Reduce -1.6% 77,714 $8.9M
Simmons Bank 0.63% Add +3.3% 75,808 $8.6M
Spirit of America Management Corp. 1.73% Reduce -9.5% 74,936 $8.5M
CIBC Asset Management Inc 0.03% Add +1.2% 72,684 $8.3M
Verition Fund Management LLC 0.04% Add +61.9% 72,014 $8.2M
Fort Point Capital Partners LLC 0.91% Reduce -0.1% 71,640 $8.2M
Brown Advisory Inc. 0.01% Reduce -12.9% 71,437 $8.1M
Calamos Advisors LLC 0.05% No change 71,143 $8.1M
Cerity Partners LLC 0.02% Add +4.2% 68,582 $8.1M
Venture Visionary Partners LLC 0.34% Add +3.4% 70,196 $8.0M
LBP Am SA 0.11% Add +217.9% 68,923 $7.9M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -0.4% 68,910 $7.9M
Daiwa Securities Group Inc. 0.04% Add +10.4% 68,752 $7.8M
Utah Retirement Systems 0.09% Reduce -1.2% 68,367 $7.8M
Visionary Wealth Advisors 0.46% Add +1.2% 68,322 $7.8M
Tortoise Capital Advisors, L.L.C. 0.10% Reduce -5.7% 67,253 $7.7M
Viking Fund Management LLC 1.19% Add +91.4% 67,000 $7.6M
Osborne Partners Capital Management, LLC 0.44% Add +1.6% 66,518 $7.6M
Guggenheim Capital LLC 0.06% Reduce -1.7% 66,323 $7.6M
Alaska Permanent Fund Corp 0.11% No change 65,636 $7.5M
CW Advisors, LLC 0.10% Add +5.0% 65,443 $7.5M
Cibc World Markets Corp. 0.04% Add +14.5% 65,428 $7.5M
Foundation Resource Management Inc. 1.24% Reduce -0.9% 64,915 $7.4M
AlTi Global, Inc. 0.18% Add +2100.6% 62,826 $7.4M
Cypress Capital Group 0.90% Reduce -1.2% 64,535 $7.4M
Advisors Asset Management, Inc. 0.13% Reduce -13.2% 63,346 $7.2M
RPG Investment Advisory, LLC 0.97% Reduce -5.9% 63,202 $7.2M
D.A. Davidson & Co. 0.06% Add +2.0% 63,198 $7.2M
IFM Investors Pty Ltd 0.07% Reduce -12.5% 62,855 $7.2M
Yousif Capital Management, LLC 0.08% Reduce -1.4% 60,946 $6.9M
Federated Hermes, Inc. 0.02% Reduce -12.0% 60,283 $6.9M
Police & Firemen's Retirement System of New Jersey 0.07% — 59,922 $6.8M
Advisors Capital Management, LLC 0.11% Add +3.5% 59,431 $6.8M
Xponance LLC 0.06% Reduce -0.7% 58,630 $6.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -94.2% 56,856 $6.5M
Alley Investment Management Company, LLC 0.81% Add +5.8% 55,976 $6.4M
Pathstone Holdings, LLC 0.03% Add +3.3% 55,655 $6.3M
New York Life Investment Management LLC 0.06% Reduce -0.5% 55,480 $6.3M
Hamilton Capital Partners Inc. 0.47% Add +25.2% 55,468 $6.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -13.1% 55,458 $6.3M
Commerce Bank 0.04% Reduce -0.4% 55,342 $6.3M
First Fiduciary Investment Counsel, Inc. 1.26% Reduce -0.3% 54,520 $6.2M
Leavell Investment Management, Inc. 0.30% Reduce -10.3% 54,226 $6.2M
Schroder Investment Management Group 0.01% Reduce -72.0% 54,505 $6.1M
Navellier & Associates Inc. 0.72% Add +10.6% 52,830 $6.0M
Brick & Kyle, Associates 2.57% Reduce -0.6% 52,683 $6.0M
Kornitzer Capital Management Inc. 0.12% Reduce -1.0% 51,676 $5.9M
Illinois Municipal Retirement Fund 0.08% Reduce -40.5% 51,617 $5.9M
Disciplined Investments, LLC 2.89% Reduce -0.6% 51,474 $5.9M
Telos Capital Management, Inc. 0.62% Add +1.7% 51,111 $5.8M
Texas Yale Capital Corp. 0.23% Add +0.4% 51,023 $5.8M
Royal Fund Management, LLC 0.63% Reduce -53.1% 50,381 $5.8M
Nissay Asset Management Corp. /Japan 0.04% Reduce -2.4% 51,320 $5.8M
Two Sigma Advisers, LP 0.01% New 50,700 $5.8M
Dakota Wealth Management 0.13% Reduce -4.4% 50,486 $5.8M
RBF Capital, LLC 0.30% No change 50,000 $5.7M
Mutual of America Capital Management LLC 0.06% Reduce -4.0% 49,469 $5.6M
Rodgers Brothers Inc. 0.73% Add +2.9% 49,413 $5.6M
NewSquare Capital LLC 0.45% Add +0.4% 50,037 $5.6M
Arkadios Wealth Advisors 0.30% Add +14.2% 48,900 $5.6M
Wesbanco Bank Inc. 0.19% Add +0.0% 48,849 $5.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +8.8% 48,297 $5.5M
Scissortail Wealth Management, LLC 1.41% Add +241345.0% 48,289 $5.5M
Park Avenue Securities LLC 0.06% Add +8.9% 47,774 $5.4M
Thrivent Financial for Lutherans 0.01% Reduce -27.2% 46,899 $5.4M
Mirador Capital Partners LP 0.98% Reduce -0.7% 47,215 $5.4M
Beacon Pointe Advisors, LLC 0.06% Reduce -1.7% 47,201 $5.4M
State of Alaska, Department of Revenue 0.06% Reduce -24.2% 47,086 $5.4M
Oppenheimer & Co. Inc. 0.08% Add +10.6% 46,953 $5.3M
Lido Advisors, LLC 0.03% Add +3.3% 46,741 $5.3M
Stolper Co 1.76% Add +1.5% 46,284 $5.3M
MAI Capital Management 0.04% Add +125.2% 46,125 $5.3M
Buckingham Capital Management, Inc. 0.60% Reduce -2.0% 45,684 $5.2M
Wealthfront Advisers LLC 0.02% Reduce -12.7% 45,369 $5.2M
Sienna Gestion 0.34% No change 43,869 $5.0M
Stablepoint Partners, LLC 0.91% Add +1.7% 43,739 $5.0M
Mountain Hill Investment Partners Corp. 5.03% — 43,315 $4.9M
Squarepoint Ops LLC 0.01% Reduce -80.7% 43,178 $4.9M
Colonial Trust Advisors 0.43% Reduce -3.0% 42,482 $4.8M
Mackenzie Financial Corp. 0.01% Add +14.1% 42,439 $4.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +24.9% 42,705 $4.8M
Sovereign Investment Advisors, LLC 1.43% No change 42,129 $4.8M
King Luther Capital Management Corp. 0.02% Add +1.8% 42,095 $4.8M
Atlantic Union Bankshares Corp 0.28% Reduce -2.9% 42,013 $4.8M
CCM Investment Group, LLC 0.52% — 42,430 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -7.0% 41,684 $4.7M
QRG Capital Management, Inc. 0.05% Reduce -35.0% 41,657 $4.7M
Kesler, Norman & Wride, LLC 1.02% Reduce -2.7% 41,468 $4.7M
Salem Investment Counselors Inc. 0.15% Reduce -17.3% 41,264 $4.7M
Kingsview Wealth Management, LLC 0.09% Add +0.7% 40,795 $4.6M
Nations Financial Group Inc, /Ia/ 0.34% Reduce -8.1% 40,727 $4.6M
Nkcfo LLC 2.03% No change 40,500 $4.6M
Montgomery Investment Management Inc. 1.82% Reduce -0.1% 40,485 $4.6M
Coldstream Capital Management Inc. 0.10% Add +3.5% 40,235 $4.6M
Berger Financial Group, Inc 0.31% Add +2.3% 39,916 $4.5M
Intech Investment Management LLC 0.04% Reduce -77.8% 39,322 $4.5M
Mizuho Securities USA LLC 0.08% Add +44.2% 39,142 $4.5M
Trajan Wealth LLC 0.25% Add +11.1% 39,120 $4.5M
Vanguard Personalized Indexing Management, LLC 0.07% Add +4.1% 39,032 $4.4M
Cercano Management LLC 0.11% New 38,959 $4.4M
Huntington National Bank 0.04% Reduce -0.6% 38,687 $4.4M
Quantinno Capital Management LP 0.04% Add +48.1% 38,665 $4.4M
Meyer Handelman Co. 0.15% Reduce -2.2% 38,609 $4.4M
Eisler Capital Management Ltd. 0.15% — 38,169 $4.4M
Cozad Asset Management Inc. 0.41% Add +2.8% 38,320 $4.4M
Elo Mutual Pension Insurance Co 0.09% Reduce -5.2% 38,199 $4.4M
Rothschild Investment LLC 0.28% Add +0.1% 38,152 $4.3M
Virtu Financial LLC 0.23% New 38,140 $4.3M
Cary Street Partners Financial LLC 0.14% — 38,034 $4.3M
Farmers & Merchants Investments Inc. 0.14% Reduce -3.0% 37,994 $4.3M
Colonial Trust Co / SC 0.64% Add +0.9% 37,932 $4.3M
Heritage Trust Co 0.51% — 37,700 $4.3M
Shorepoint Capital Partners LLC 0.98% Add +1.7% 37,657 $4.3M
Parsons Capital Management Inc. 0.23% Add +33.5% 37,511 $4.3M
Level Four Advisory Services, LLC 0.17% Add +2.3% 37,458 $4.3M
HM Payson & Co. 0.07% Reduce -0.6% 37,326 $4.3M
First Manhattan Co. Llc. 0.01% Add +70.3% 26,459 $4.2M
Bremer Bank National Association 0.83% Add +50.0% 36,965 $4.2M
UMB Bank, n.a. 0.07% Reduce -6.3% 36,935 $4.2M
Private Advisor Group, LLC 0.02% Add +5.7% 36,890 $4.2M
Brady Family Wealth, LLC 1.28% Reduce -1.1% 36,628 $4.2M
Bokf, NA 0.07% Add +0.2% 36,565 $4.2M
Ancora Advisors LLC 0.09% Reduce -3.0% 36,388 $4.1M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -1.5% 36,269 $4.1M
Kenora Financial, LLC 1.63% No change 35,906 $4.1M
Quotient Wealth Partners, LLC 0.13% Reduce -4.5% 35,674 $4.1M
Swiss Life Asset Management Ltd 0.03% Add +112.2% 35,656 $4.1M
Oregon Public Employees Retirement Fund 0.07% Reduce -1.0% 35,429 $4.0M
Vontobel Holding Ltd. 0.01% Add +12.6% 35,377 $4.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.7% 35,248 $4.0M
KBC Group NV 0.01% Reduce -31.6% 35,202 $4.0M
Pinkerton Wealth, LLC 0.58% Add +8.0% 34,956 $4.0M
Wilmington Savings Fund Society, FSB 0.07% Add +3.1% 34,915 $4.0M
Beacon Financial Group 0.43% Reduce -7.3% 34,779 $4.0M
United Capital Financial Advisors, LLC 0.03% Reduce -3.6% 34,770 $4.0M
NorthCoast Asset Management LLC 0.02% Reduce -7.2% 34,540 $3.9M
Quadrature Capital Ltd 0.08% Reduce -59.6% 34,486 $3.9M
Altrius Capital Management Inc 1.05% Add +5.8% 34,446 $3.9M
Weiss Asset Management LP 0.12% Reduce -86.7% 34,364 $3.9M
Jones Financial Companies LLLP 0.00% Add +40.9% 34,303 $3.9M
Unigestion Holding SA 0.22% No change 34,231 $3.9M
Composition Wealth, LLC 0.08% Add +56.1% 33,802 $3.9M
Opus Investment Management Inc. 2.84% No change 33,800 $3.9M
Community Bank & Trust, Waco, Texas 0.87% Add +1.2% 33,523 $3.8M
Clearbridge Investments, LLC 0.00% Add +1.6% 33,517 $3.8M
Chatham Capital Group, Inc. 0.63% Reduce -1.5% 33,480 $3.8M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.1% 33,192 $3.8M
Pinnacle Associates Ltd. 0.05% Reduce -5.2% 33,143 $3.8M
TD Waterhouse Canada Inc. 0.03% Add +0.8% 33,022 $3.8M
Alpha Omega Wealth Management LLC 0.71% Add +2.1% 32,938 $3.8M
Benjamin Edwards Inc. 0.05% Add +9.2% 32,839 $3.7M
UniSuper Management Pty Ltd 0.03% Add +25.5% 32,747 $3.7M
Northeast Financial Consultants Inc 0.16% No change 32,720 $3.7M
Gladstone Institutional Advisory LLC 0.17% Add +11.4% 32,535 $3.7M
Canal Insurance CO 0.96% No change 32,500 $3.7M
McDonald Partners LLC 0.95% Add +2.7% 32,486 $3.7M
Parr McKnight Wealth Management Group, LLC 0.53% — 32,177 $3.7M
Ashton Thomas Private Wealth, LLC 0.14% Add +3.0% 31,890 $3.6M
Franklin, Parlapiano, Turner & Welch, LLC 0.97% Reduce -1.1% 31,308 $3.6M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -4.3% 31,240 $3.6M
SevenBridge Financial Group, LLC 0.67% Add +11.7% 27,208 $3.5M
Cwm, LLC 0.01% Add +7.8% 30,849 $3.5M
DT Investment Partners, LLC 0.30% Reduce -49.5% 30,774 $3.5M
Aigen Investment Management, LP 0.61% Reduce -23.3% 30,454 $3.5M
First American Bank 0.24% Reduce -8.1% 30,354 $3.5M
Virginia Wealth Management Group, Inc. 2.14% Add +0.8% 30,313 $3.5M
Mader & Shannon Wealth Management, Inc. 2.13% New 30,229 $3.4M
Glass Wealth Management Co LLC 1.86% Reduce -2.0% 30,109 $3.4M
Candriam S.C.A. 0.02% No change 30,062 $3.4M
Two Sigma Investments, LP 0.01% New 30,044 $3.4M
Johnson Investment Counsel Inc. 0.03% Reduce -0.3% 29,985 $3.4M
Prospera Financial Services Inc 0.08% Add +3.2% 29,959 $3.4M
Bessemer Group Inc. 0.01% Reduce -3.1% 29,603 $3.4M
Sequoia Financial Advisors, LLC 0.03% Add +4.4% 29,532 $3.4M
Ellerson Group Inc. 2.45% Add +3.2% 29,421 $3.4M
Baxter Bros Inc. 0.43% Reduce -2.1% 29,150 $3.3M
Kentucky Retirement Systems 0.10% Reduce -1.4% 28,764 $3.3M
OneDigital Investment Advisors LLC 0.04% Reduce -6.7% 28,752 $3.3M
Strategic Planning Group, LLC 0.60% Add +7.0% 28,574 $3.3M
German American Bancorp, Inc. 0.34% Reduce -0.0% 28,254 $3.2M
Acadian Asset Management LLC 0.01% Add +201.5% 28,239 $3.2M
CENTRAL TRUST Co 0.08% Reduce 0.0% 28,084 $3.2M
Riverview Capital Advisers, LLC 0.96% Reduce -0.4% 27,875 $3.2M
Independent Advisor Alliance 0.04% Add +11.0% 27,740 $3.2M
Generali Asset Management SPA SGR 0.08% — 27,610 $3.1M
Citizens National Bank Trust Department 0.66% Reduce -1.3% 27,234 $3.1M
Sciencast Management LP 0.83% New 26,721 $3.0M
Hilltop Holdings Inc. 0.19% Add +1.4% 26,655 $3.0M
Praxis Investment Management Inc. 0.20% New 26,620 $3.0M
Tocqueville Asset Management L.P. 0.05% Reduce -0.4% 26,617 $3.0M
Voleon Capital Management LP 0.22% — 26,475 $3.0M
Townsquare Capital LLC 0.03% Add +9.7% 26,474 $3.0M
Natixis 0.02% Reduce -87.2% 26,417 $3.0M
Capstone Investment Advisors, LLC 0.04% Add +114.1% 26,385 $3.0M
TD Private Client Wealth LLC 0.08% Reduce -4.4% 26,211 $3.0M
Principle Wealth Partners LLC 0.21% Add +0.2% 26,204 $3.0M
Sonora Investment Management Group, LLC 0.23% Add +22.7% 26,196 $3.0M
NEOS Investment Management LLC 0.07% Add +31.3% 26,087 $3.0M
Atria Wealth Solutions, Inc. 0.03% Reduce -3.5% 25,849 $2.9M
Cardinal Capital Management 0.46% Add +1.5% 25,810 $2.9M
Aptus Capital Advisors, LLC 0.03% Add +239.1% 25,729 $2.9M
Hartford Investment Management Co. 0.10% Reduce -3.3% 25,476 $2.9M
Equitable Trust Co. 0.16% Add +2.0% 25,329 $2.9M
Fifth Third Bancorp 0.01% Reduce -22.5% 25,239 $2.9M
Metis Global Partners, LLC 0.09% Add +7.9% 25,151 $2.9M
Woodline Partners LP 0.02% New 24,802 $2.8M
Cyndeo Wealth Partners, LLC 0.19% Add +16.6% 24,791 $2.8M
Exencial Wealth Advisors, LLC 0.10% Reduce -0.2% 24,655 $2.8M
Herold Advisors, Inc. 0.61% Reduce -4.0% 24,521 $2.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.56% Add +36.2% 24,231 $2.8M
Ieq Capital, LLC 0.03% Add +61.3% 23,999 $2.7M
O'Keefe Stevens Advisory, Inc. 0.84% Add +0.5% 23,971 $2.7M
Stratos Investment Management, LLC 0.16% Reduce -6.3% 23,921 $2.7M
Ameritas Investment Partners, Inc. 0.09% Reduce -1.3% 23,899 $2.7M
WCM Investment Management, LLC 0.01% Add +145.0% 24,233 $2.7M
DAVENPORT & Co LLC 0.02% Add +1.1% 23,793 $2.7M
Choreo, LLC 0.04% Add +37.0% 24,075 $2.7M
Prime Capital Investment Advisors, LLC 0.04% Add +1.3% 23,700 $2.7M
M&G PLC 0.02% No change 23,616 $2.7M
Richard Bernstein Advisors LLC 0.06% No change 23,493 $2.7M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -1.3% 22,977 $2.6M
Tidal Investments LLC 0.02% Add +6.5% 22,916 $2.6M
Norinchukin Bank, The 0.05% Add +17.7% 22,812 $2.6M
Sendero Wealth Management, LLC 0.39% Reduce -43.8% 22,746 $2.6M
Cibc World Market Inc. 0.01% Reduce -30.5% 22,686 $2.6M
HB Wealth Management, LLC 0.03% Add +14.0% 22,539 $2.6M
Rockline Wealth Management, LLC 0.68% Add +5.8% 22,464 $2.6M
Commerzbank Aktiengesellschaft 0.06% Reduce -6.4% 22,744 $2.5M
Louisiana State Employees Retirement System 0.05% Reduce -5.9% 22,200 $2.5M
Securian Asset Management, Inc. 0.07% Reduce -4.1% 22,195 $2.5M
River Wealth Advisors LLC 0.33% Reduce -7.5% 22,157 $2.5M
Maryland State Retirement & Pension System 0.05% Reduce -9.2% 22,043 $2.5M
Financial Counselors Inc. 0.04% Reduce -0.2% 22,029 $2.5M
Trexquant Investment LP 0.03% Reduce -72.9% 21,858 $2.5M
Mediolanum International Funds Ltd 0.03% Add +46.5% 22,191 $2.5M
Americana Partners, LLC 0.10% Reduce -3.4% 21,662 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +1.9% 21,537 $2.5M
Wolverine Trading, LLC 0.06% Reduce -46.1% 21,818 $2.4M
Groupama Asset Managment 0.05% Add +108.8% 21,800 $2.4M
FourThought Financial Partners, LLC 0.25% Reduce -56.1% 21,382 $2.4M
Carnegie Investment Counsel 0.07% Reduce -6.2% 21,374 $2.4M
SWS Partners 0.74% Add +14.4% 21,347 $2.4M
J. Safra Sarasin Holding AG 0.04% New 21,279 $2.4M
Icon Wealth Advisors, LLC 0.20% Add +7.9% 21,241 $2.4M
Procyon Advisors, LLC 0.15% Add +26.6% 21,057 $2.4M
Northwest & Ethical Investments L.P. 0.06% Add +41.7% 20,952 $2.4M
First Nebraska Trust Co 0.23% Add +1.8% 20,748 $2.4M
DCM Advisors, LLC 1.11% Add +5.0% 20,724 $2.4M
Concurrent Investment Advisors, LLC 0.06% Add +0.5% 20,679 $2.4M
Silvercrest Asset Management Group LLC 0.02% Add +0.2% 20,668 $2.4M
Becker Capital Management Inc. 0.08% Reduce -0.3% 20,610 $2.3M
Brookstone Capital Management 0.03% Reduce -7.1% 20,564 $2.3M
Y-Intercept (Hong Kong) Ltd 0.16% Add +8.7% 20,554 $2.3M
Cheviot Value Management, LLC 0.45% Add +1.9% 20,551 $2.3M
GTS Securities LLC 0.11% Add +266.3% 20,434 $2.3M
Community Bank, N.A. 0.29% Add +18.7% 20,157 $2.3M
International Assets Investment Management, LLC 0.19% New 20,017 $2.3M
Cresset Asset Management, LLC 0.01% Reduce -58.5% 20,022 $2.3M
Tower Research Capital LLC (TRC) 0.05% Add +145.2% 20,018 $2.3M
Mattern Wealth Management LLC 0.50% Reduce -4.4% 19,988 $2.3M
Argyle Capital Management, LLC 0.89% Add +6.1% 19,937 $2.3M
New Mexico Educational Retirement Board 0.08% Reduce -3.9% 19,928 $2.3M
Patten & Patten Inc. 0.15% Reduce -1.1% 19,923 $2.3M
Argonautica Private Wealth Management, Inc. 0.73% Reduce -0.4% 19,883 $2.3M
Intrust Bank NA 0.23% No change 19,860 $2.3M
Somerset Trust Co 0.85% Add +3.2% 19,802 $2.3M
Hartford Financial Management Inc. 0.46% Reduce -0.5% 19,796 $2.3M
Summit Financial, LLC 0.08% Reduce -0.6% 19,741 $2.2M
Stratos Wealth Partners, LTD. 0.03% Reduce -4.0% 19,553 $2.2M
Mitchell & Pahl Private Wealth, LLC 1.03% Add +5.6% 19,436 $2.2M
Stock Yards Bank & Trust Co. 0.08% Reduce -14.8% 19,410 $2.2M
Cullen/Frost Bankers, Inc. 0.03% Add +2.4% 19,288 $2.2M
Atria Investments, Inc 0.03% Reduce -24.4% 19,253 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +3.1% 19,117 $2.2M
Orion Portfolio Solutions, LLC 0.02% Add +3.1% 19,117 $2.2M
Crossmark Global Holdings, Inc. 0.04% Reduce -8.6% 19,075 $2.2M
City Holding Co. 0.31% Add +0.0% 19,065 $2.2M
PFW Advisors LLC 0.66% — 18,895 $2.2M
Synovus Financial Corp. 0.03% Reduce -29.5% 18,712 $2.1M
Regions Financial Corp. 0.02% Reduce -8.0% 18,540 $2.1M
NorthCrest Asset Manangement, LLC 0.06% Reduce -0.5% 18,414 $2.1M
Wisconsin Capital Management LLC 1.15% Reduce -12.2% 18,330 $2.1M
OMERS ADMINISTRATION Corp 0.02% Add +19.6% 18,282 $2.1M
Cherokee Insurance Co 0.94% — 18,150 $2.1M
Avantax Planning Partners, Inc. 0.07% Reduce -1.0% 18,149 $2.1M
KMG Fiduciary Partners, LLC 0.17% Add +19.7% 18,017 $2.1M
Burney Co./ 0.07% Reduce -41.9% 18,009 $2.1M
Snowden Capital Advisors LLC 0.06% Reduce -3.5% 17,980 $2.0M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -11.5% 17,968 $2.0M
F/m Investments LLC 0.07% Add +25.8% 17,788 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -3.0% 17,767 $2.0M
Convergence Investment Partners, LLC 0.45% Reduce -0.3% 17,756 $2.0M
Mutual Advisors, LLC 0.06% Add +15.8% 16,852 $2.0M
Vestcor Inc 0.07% Add +7.8% 17,690 $2.0M
Tiaa Trust, National Association 0.01% Reduce -0.1% 17,605 $2.0M
HBK Sorce Advisory LLC 0.06% Add +0.8% 17,574 $2.0M
XML Financial, LLC 0.18% Reduce -1.9% 17,503 $2.0M
Clifford Swan Investment Counsel LLC 0.07% No change 17,452 $2.0M
Profund Advisors LLC 0.07% Reduce -18.9% 17,347 $2.0M
Cobblestone Capital Advisors LLC 0.11% Reduce -1.3% 17,325 $2.0M
Hancock Whitney Corp. 0.06% Add +3.6% 17,271 $2.0M
Moser Wealth Advisors, LLC 1.02% Reduce -1.1% 17,220 $2.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.20% — 17,120 $2.0M
Auxier Asset Management LLC 0.30% Reduce -2.6% 17,017 $1.9M
Vinva Investment Management Ltd 0.07% Add +222.6% 17,242 $1.9M
Carret Asset Management, LLC 0.21% Reduce -0.0% 16,836 $1.9M
Dorsey & Whitney Trust CO LLC 0.11% Add +51.9% 16,827 $1.9M
Principal Securities, Inc. 0.04% Add +3.0% 16,739 $1.9M
Northside Capital Management, LLC 0.51% No change 16,725 $1.9M
Huntleigh Advisors, Inc. 0.41% — 16,708 $1.9M
Keystone Wealth Services, LLC 0.50% Reduce -3.5% 16,683 $1.9M
Everett Harris & Co. 0.02% Add +2.9% 16,642 $1.9M
First Merchants Corp. 0.07% Add +5.0% 16,580 $1.9M
Wilkins Investment Counsel Inc. 0.27% Add +2.3% 16,549 $1.9M
Wedbush Securities Inc. 0.07% Reduce -12.5% 16,549 $1.9M
Neville Rodie & Shaw Inc. 0.14% Reduce -0.1% 16,528 $1.9M
Fernwood Investment Management, LLC 0.65% Reduce -2.4% 16,487 $1.9M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -0.3% 16,256 $1.9M
TBH Global Asset Management, LLC 0.44% Reduce -0.1% 16,184 $1.8M
Allworth Financial LP 0.01% Add +19.4% 15,262 $1.8M
Quantessence Capital LLC 0.74% — 15,843 $1.8M
Great Valley Advisor Group, Inc. 0.04% Add +1.3% 15,695 $1.8M
Promethium Advisors,llc 1.22% Add +0.4% 15,611 $1.8M
PFG Investments, LLC 0.11% Add +5.3% 15,304 $1.7M
Hendley & Co. Inc. 0.61% No change 15,270 $1.7M
Independent Solutions Wealth Management, LLC 0.38% Reduce -1.1% 15,200 $1.7M
NewEdge Wealth, LLC 0.03% Add +0.5% 15,199 $1.7M
Koshinski Asset Management, Inc. 0.15% Add +0.1% 15,197 $1.7M
Empirical Finance, LLC 0.10% Reduce -21.4% 15,125 $1.7M
William B. Walkup & Associates, Inc. 1.08% No change 15,034 $1.7M
Haverford Trust Co 0.02% Reduce -0.9% 15,014 $1.7M
Stephens Inc. 0.02% Reduce -1.5% 14,987 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -0.7% 14,964 $1.7M
Capital Advisors Inc. 0.03% Add +4.5% 14,878 $1.7M
Crescent Sterling, Ltd. 1.73% Reduce -1.1% 14,772 $1.7M
Western Wealth Management, LLC 0.09% Add +2.2% 14,692 $1.7M
Harbour Investment Management LLC 0.73% Add +0.5% 14,671 $1.7M
Aster Capital Management (DIFC) Ltd 0.64% New 14,651 $1.7M
U.S. Capital Wealth Advisors, LLC 0.05% Add +6.2% 14,634 $1.7M
NFJ Investment Group, LLC 0.05% Reduce -1.0% 14,557 $1.7M
Curbstone Financial Management Corp 0.35% No change 14,504 $1.7M
Redwood Investment Management, LLC 0.16% Add +41.5% 14,485 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.28% Add +71.3% 21,231 $1.6M
Caldwell Trust Co 0.17% Add +27.7% 14,233 $1.6M
NJ State Employees Deferred Compensation Plan 0.20% No change 14,200 $1.6M
Valeo Financial Advisors, LLC 0.05% Reduce -2.4% 14,183 $1.6M
Aware Super Pty Ltd as trustee of Aware Super 0.03% — 14,158 $1.6M
Savant Capital, LLC 0.01% Add +7.4% 14,152 $1.6M
IHT Wealth Management, LLC 0.05% Reduce -11.7% 13,935 $1.6M
Apollon Wealth Management, LLC 0.04% Add +24.1% 13,866 $1.6M
Weaver C. Barksdale & Associates, Inc. 1.51% Reduce -2.4% 13,847 $1.6M
Logan Capital Management Inc. 0.07% No change 13,839 $1.6M
First National Bank of Omaha 0.10% Reduce -8.2% 13,560 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -14.2% 13,543 $1.5M
Shelton Capital Management 0.04% Add +5.5% 13,508 $1.5M
Tweedy, Browne Co LLC 0.10% Reduce -55.4% 13,471 $1.5M
Harvest Portfolios Group Inc. 0.05% Add +10.8% 13,460 $1.5M
CPC Advisors, LLC 0.21% Add +137.2% 13,342 $1.5M
Paragon Capital Management LLC 0.81% Add +2.8% 13,267 $1.5M
Marion Wealth Management 0.40% Add +2.7% 13,255 $1.5M
HRT Financial LP 0.01% Reduce -48.0% 13,207 $1.5M
Private Capital Management, LLC 0.16% Add +49.5% 13,146 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.2% 13,113 $1.5M
Clearstead Advisors, LLC 0.02% Reduce -5.8% 13,008 $1.5M
YHB Investment Advisors, Inc. 0.12% Reduce -2.1% 12,892 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -53.0% 12,836 $1.5M
Hennion & Walsh Asset Management, Inc. 0.07% Add +4.3% 12,783 $1.5M
Alkeme Wealth, LLC 0.66% Add +15.2% 12,730 $1.5M
D. E. Shaw & Co. 0.00% Reduce -88.5% 12,700 $1.4M
Sigma Planning Corp 0.05% Reduce -4.4% 12,649 $1.4M
Donoghue Forlines LLC 0.48% New 12,625 $1.4M
Evercore Wealth Management, LLC 0.02% No change 12,624 $1.4M
Ar Asset Management Inc. 0.33% No change 12,600 $1.4M
Fruth Investment Management 0.39% Reduce -2.5% 12,473 $1.4M
Allstate Corp. 0.04% New 12,429 $1.4M
Diversified Trust Co. 0.03% Add +27.1% 12,396 $1.4M
Ostrum Asset Management 0.12% Reduce -4.0% 12,250 $1.4M
GW Henssler & Associates Ltd. 0.08% Reduce -14.8% 10,549 $1.4M
Dynamic Advisor Solutions LLC 0.06% Reduce -2.2% 12,158 $1.4M
Orca Wealth Management, LLC 1.24% — 12,137 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Add +2.1% 12,112 $1.4M
Vident Advisory, LLC 0.02% Add +1.4% 12,062 $1.4M
Rowlandmiller & Partners.adv 0.29% Add +14.9% 12,021 $1.4M
Fiduciary Trust Co 0.02% Add +4.9% 12,014 $1.4M
Bangor Savings Bank 0.13% Reduce -3.4% 11,959 $1.4M
Nicholson Wealth Management Group, LLC 0.91% Add +133.1% 11,912 $1.4M
1832 Asset Management L.P. 0.00% Reduce -51.3% 11,894 $1.4M
Sowell Financial Services LLC 0.07% Reduce -81.5% 11,773 $1.3M
First National Advisers, LLC 0.22% Reduce -0.3% 11,745 $1.3M
Pathway Financial Advisers, LLC 0.45% Add +1.9% 11,711 $1.3M
Cannell & Spears LLC 0.03% Reduce -0.9% 11,691 $1.3M
Moneta Group Investment Advisors LLC 0.02% Add +2.7% 11,690 $1.3M
Moors & Cabot, Inc. 0.06% Reduce -2.8% 11,680 $1.3M
Red Cedar Investment Management, LLC 0.17% No change 11,596 $1.3M
Quarry LP 0.27% Reduce -54.8% 11,578 $1.3M
Counterweight Ventures, LLC 0.93% Add +1.6% 11,550 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -9.2% 11,428 $1.3M
Simplex Trading, LLC 0.04% New 11,399 $1.3M
Greenleaf Trust 0.01% Add +0.3% 11,383 $1.3M
Boyd Watterson Asset Management LLC 0.36% Add +2.3% 11,359 $1.3M
Bragg Financial Advisors, Inc 0.05% Add +0.0% 11,289 $1.3M
Resources Management Corp. /CT/ 0.17% Add +0.2% 11,177 $1.3M
Caprock Group, LLC 0.04% Add +15.3% 11,172 $1.3M
Jacobi Capital Management LLC 0.09% Add +7.1% 11,076 $1.3M
Thoroughbred Financial Services, LLC 0.08% Add +6.3% 11,029 $1.3M
Equitable Holdings, Inc. 0.01% Add +14.4% 11,017 $1.3M
Columbia Bank 0.43% Add +6.1% 10,609 $1.2M
Great Lakes Retirement, Inc. 0.16% Add +4.7% 10,904 $1.2M
Bank Ozk 0.51% Add +30.3% 10,855 $1.2M
Csenge Advisory Group 0.07% Add +20.9% 10,820 $1.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.46% Add +16.8% 10,758 $1.2M
First National Bank of Mount Dora, Trust Investment Services 0.29% Reduce -2.3% 10,757 $1.2M
Smith, Moore & Co. 0.11% Add +0.9% 10,732 $1.2M
Gateway Investment Advisers LLC 0.01% Reduce -22.8% 10,636 $1.2M
CFM Wealth Partners LLC 0.20% Reduce -0.5% 10,626 $1.2M
Tower Bridge Advisors 0.13% Reduce -0.1% 10,599 $1.2M
Segment Wealth Management, LLC 0.08% Add +2.6% 10,467 $1.2M
Martingale Asset Management L P 0.03% Reduce -86.3% 10,460 $1.2M
Flavin Financial Services, Inc. 1.13% — 10,445 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -6.1% 10,440 $1.2M
First National Trust Co 0.04% Reduce -2.3% 10,375 $1.2M
Parallel Advisors, LLC 0.03% Reduce -2.8% 10,281 $1.2M
Jeppson Wealth Management, LLC 0.42% Reduce -0.5% 10,279 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +218.0% 10,264 $1.2M
Brighton Jones LLC 0.03% Add +238.5% 10,239 $1.2M
Wahed Invest LLC 0.19% Add +0.6% 10,224 $1.2M
Westwood Holdings Group Inc. 0.01% Add +39.3% 10,186 $1.2M
Financial Advocates Investment Management 0.07% Reduce -5.8% 10,180 $1.2M
Keeley-Teton Advisors, LLC 0.13% Add +5.5% 10,109 $1.2M
Smith Group Asset Management, LLC 0.08% New 10,084 $1.1M
Pavion Blue Capital, LLC 0.54% Reduce -0.2% 10,071 $1.1M
Meeder Advisory Services, Inc. 0.07% Reduce -0.8% 9,932 $1.1M
Adirondack Trust Co. 0.43% Reduce -1.0% 9,923 $1.1M
Accordant Advisory Group Inc 1.08% Add +0.1% 9,857 $1.1M
Cerro Pacific Wealth Advisors LLC 0.37% Add +2.7% 8,539 $1.1M
Martin Capital Partners, LLC 1.33% Reduce -59.4% 9,833 $1.1M
Wealthcare Advisory Partners LLC 0.03% Reduce -2.3% 9,791 $1.1M
Oddo BHF Asset Management Sas 0.06% Reduce -28.4% 9,752 $1.1M
CWC Advisors, LLC. 1.11% Add +0.9% 9,743 $1.1M
Cullinan Associates Inc. 0.07% Reduce -4.9% 9,739 $1.1M
Country Club Bank 0.07% Reduce -1.2% 9,897 $1.1M
Horizon Investments, LLC 0.03% Add +1.8% 9,726 $1.1M
SouthState Bank Corp 0.07% Reduce -7.1% 9,710 $1.1M
EP Wealth Advisors, LLC 0.01% Reduce -15.2% 9,701 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -0.7% 9,697 $1.1M
Alta Capital Management LLC/ 0.07% Add +0.3% 9,682 $1.1M
Independent Financial Group, LLC 0.04% Reduce -25.3% 9,667 $1.1M
J. W. Coons Advisors, LLC 0.28% Add +0.6% 9,658 $1.1M
Wimmer Associates 1, LLC 0.54% Reduce -0.6% 9,605 $1.1M
Signaturefd, LLC 0.02% Reduce -0.7% 9,589 $1.1M
Ramirez Asset Management, Inc. 0.22% No change 9,562 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -33.7% 9,552 $1.1M
Sterling Capital Management LLC 0.01% Reduce -8.7% 9,537 $1.1M
JBR Co Financial Management Inc 0.66% Add +0.9% 9,520 $1.1M
Vise Technologies, Inc. 0.09% Add +63.6% 9,449 $1.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +5.2% 9,441 $1.1M
Applied Finance Capital Management, LLC 0.05% Add +15.8% 9,439 $1.1M
Beacon Investment Advisors LLC 0.50% Add +0.2% 9,416 $1.1M
Fairfield, Bush & Co. 0.63% Add +4.1% 9,334 $1.1M
Lokken Investment Group LLC 0.46% Add +2.4% 9,272 $1.1M
Naviter Wealth, LLC 0.13% Add +118.7% 9,253 $1.1M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -0.5% 9,249 $1.1M
Parcion Private Wealth LLC 0.08% Reduce -0.5% 9,236 $1.1M
Cornerstone Advisors, LLC 0.04% No change 9,200 $1.0M
Glenview Trust Co 0.02% Add +6.2% 9,168 $1.0M
Global Retirement Partners, LLC 0.03% Add +0.5% 9,140 $1.0M
Energy Income Partners, LLC 0.02% Reduce -32.3% 9,103 $1.0M
Ethic Inc. 0.02% Add +237.2% 9,095 $1.0M
Graham Capital Management, L.P. 0.05% New 9,086 $1.0M
Avior Wealth Management, LLC 0.04% Reduce -1.5% 9,074 $1.0M
Lee Danner & Bass Inc. 0.08% Reduce -0.6% 9,038 $1.0M
Ingalls & Snyder LLC 0.04% Reduce -1.0% 9,032 $1.0M
Hilltop National Bank 0.31% Add +28.0% 9,006 $1.0M
Delta Financial Advisors LLC 0.38% Reduce -2.7% 8,974 $1.0M
Capital Advisors Wealth Management, LLC 0.18% Add +7.1% 8,935 $1.0M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -0.3% 8,905 $1.0M
Mather Group, Llc. 0.01% Reduce -0.5% 8,773 $999K
Wealth Alliance Advisory Group, LLC 0.21% Reduce -4.4% 8,736 $995K
Guyasuta Investment Advisors Inc. 0.06% Add +0.4% 8,716 $993K
Bleakley Financial Group, LLC 0.03% Add +0.9% 8,673 $988K
Flagship Harbor Advisors, LLC 0.05% Reduce -0.6% 8,631 $983K
Avidian Wealth Enterprises, LLC 0.04% Add +7.4% 8,631 $983K
Argent Trust Co 0.04% Reduce -0.6% 8,627 $983K
New Age Alpha Advisors, LLC 0.04% New 8,620 $982K
HighPoint Advisor Group LLC 0.05% Add +1.0% 7,645 $977K
Arvest Investments, Inc. 0.15% Add +1.7% 8,475 $966K
Barry Investment Advisors, LLC 0.31% Reduce -5.3% 8,474 $965K
Verdence Capital Advisors LLC 0.08% Reduce -8.5% 8,446 $962K
Merit Financial Group, LLC 0.02% Add +100.9% 8,372 $954K
AE Wealth Management LLC 0.01% Reduce -53.7% 8,369 $953K
GAMMA Investing LLC 0.08% Add +0.3% 8,366 $953K
Mitchell McLeod Pugh & Williams Inc. 0.20% Add +0.2% 8,315 $947K
Moneco Advisors, LLC 0.10% Add +13.5% 8,265 $942K
BWM Planning, LLC 0.41% No change 8,240 $939K
Mystic Asset Management, Inc. 0.25% Add +17.8% 8,236 $938K
Patten Group, Inc. 0.21% Reduce -5.2% 8,220 $937K
Farther Finance Advisors, LLC 0.03% Add +2.9% 8,186 $933K
LMR Partners LLP 0.02% Add +163340.0% 8,172 $931K
Intrua Financial, LLC 0.15% Reduce -1.9% 8,172 $931K
Mairs & Power Inc. 0.01% Add +23.9% 8,116 $925K
Cowa, LLC 0.45% Add +0.0% 8,099 $923K
Strategic Advisors LLC 0.17% Add +2.8% 8,072 $920K
Searle & Co. 0.26% Reduce -3.1% 8,025 $914K
Peapack Gladstone Financial Corp. 0.01% Reduce -4.4% 8,026 $913K
Institute for Wealth Management, LLC. 0.11% No change 7,983 $910K
Lebenthal Global Advisors, LLC 0.17% Add +109.1% 7,973 $908K
Westmount Partners, LLC 0.27% Reduce -0.1% 7,933 $904K
Oak Hill Wealth Advisors, LLC 0.21% — 7,912 $901K
LRT Capital Management, LLC 0.70% New 7,832 $892K
Stevens Capital Management LP 0.35% New 7,774 $886K
Eagle Global Advisors LLC 0.04% Add +342.1% 7,754 $883K
Pine Valley Investments Ltd Liability Co 0.06% Reduce -1.1% 7,752 $883K
Van Hulzen Asset Management, LLC 0.06% Add +0.1% 7,713 $879K
World Investment Advisors 0.02% Add +27.1% 7,694 $877K
First Hawaiian Bank 0.03% Reduce -41.0% 7,692 $876K
Arvest Bank Trust Division 0.05% Reduce -0.3% 7,646 $871K
Twinbeech Capital LP 0.01% New 7,612 $867K
Bull Street Advisors, LLC 0.42% No change 7,606 $867K
Fiduciary Alliance LLC 0.09% New 7,559 $861K
Edge Capital Group, LLC 0.04% No change 7,548 $860K
Man Group plc 0.00% Reduce -92.0% 7,517 $856K
Nicolet Advisory Services, LLC 0.08% Add +3.0% 7,507 $855K
Infrastructure Capital Advisors, LLC 0.14% Reduce -66.7% 7,490 $853K
Forum Financial Management, LP 0.01% Add +1.0% 7,486 $853K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.0% 7,476 $852K
Fiduciary Group, LLC 0.09% Reduce -4.2% 7,454 $849K
Heritage Wealth Management, Inc. 0.28% Reduce -0.4% 7,453 $849K
Baker Ellis Asset Management LLC 0.12% No change 7,443 $848K
RFG Advisory, LLC 0.02% Add +9.2% 7,362 $839K
Jupiter Wealth Management LLC 0.42% Reduce -9.8% 7,359 $838K
Waverly Advisors, LLC 0.01% Add +41.6% 7,338 $836K
Bridge Creek Capital Management LLC 0.26% Reduce -0.1% 7,326 $835K
Tyche Wealth Partners LLC 0.18% Add +12.7% 7,317 $834K
Boston Trust Walden Corp 0.01% Reduce -0.2% 7,293 $831K
Confluence Wealth Services, Inc. 0.05% Add +1.7% 6,741 $827K
J.W. Cole Advisors, Inc. 0.03% Reduce -1.9% 7,241 $825K
IFP Advisors, Inc 0.03% Add +0.5% 7,218 $823K
Occudo Quantitative Strategies LP 0.15% Reduce -83.7% 7,190 $819K
Old National Bancorp 0.02% Reduce -0.3% 7,163 $816K
WealthTrust Axiom LLC 0.24% Add +3.0% 7,160 $816K
Cushing Capital Partners, LLC 0.78% — 7,157 $815K
Drive Wealth Management, LLC 0.20% Add +2.6% 7,157 $815K
GWN Securities Inc. 0.22% — 6,691 $815K
America First Investment Advisors, LLC 0.18% No change 7,080 $807K
Godshalk Welsh Capital Management, Inc. 0.52% Reduce -0.7% 7,075 $806K
StoneX Group Inc. 0.04% Add +122.0% 7,048 $803K
Oak Thistle LLC 0.24% New 7,036 $802K
Navalign, LLC 0.24% Add +4.1% 7,025 $800K
Cornerstone Wealth Management, LLC 0.05% Add +10.9% 7,000 $798K
Hunter Associates Investment Management LLC 0.12% Add +1.4% 7,009 $794K
Peoples Bank 0.47% Reduce -5.2% 6,944 $791K
Private Trust Co. NA 0.08% Add +3.2% 6,896 $786K
Axxcess Wealth Management, LLC 0.02% Reduce -0.6% 6,871 $783K
Wedmont Private Capital 0.04% Add +14.1% 6,856 $781K
Florida Trust Wealth Management Co 0.02% Reduce -0.4% 6,839 $779K
Cladis Investment Advisory, LLC 0.55% Add +0.0% 6,837 $779K
Penobscot Investment Management Company, Inc. 0.07% Reduce -3.9% 6,804 $775K
Welch & Forbes LLC 0.01% Add +1.1% 6,786 $773K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -0.1% 6,781 $773K
Birmingham Capital Management Co. Inc. 0.29% Add +1.8% 6,773 $772K
Rathbones Group PLC 0.00% Add +35.9% 6,750 $769K
Valley Brook Capital Group, Inc. 0.57% Reduce -8.8% 6,743 $768K
Chicago Partners Investment Group LLC 0.03% Add +2.6% 6,604 $768K
Valmark Advisers, Inc. 0.01% Add +1.5% 6,722 $766K
Rwa Wealth Partners, LLC 0.01% Add +4.1% 6,709 $764K
Aristotle Capital Management, LLC 0.00% Reduce -5.0% 6,705 $764K
Retirement Investment Advisors, Inc. 0.08% Add +0.1% 6,694 $763K
Entropy Technologies, LP 0.08% New 6,682 $761K
MCF Advisors LLC 0.05% Reduce -0.4% 6,681 $761K
AMG National Trust Bank 0.02% Reduce -2.2% 6,759 $761K
Dearborn Partners LLC 0.03% Add +8.1% 6,669 $760K
Worldquant Millennium Advisors LLC 0.00% Reduce -96.5% 6,659 $759K
Creekmur Asset Management LLC 0.17% Reduce -23.4% 6,659 $759K
Bridgefront Capital, LLC 0.25% Reduce -54.9% 6,631 $755K
GPS Wealth Strategies Group, LLC 0.10% Reduce -48.0% 6,629 $755K
Busey Bank 0.02% Reduce -3.2% 6,623 $755K
Chelsea Counsel Co. 0.39% Reduce -23.3% 6,585 $750K
Pinnacle Financial Partners Inc 0.02% Add +11.0% 6,413 $749K
Cidel Asset Management Inc. 0.05% Add +5.4% 6,571 $749K
V-Square Quantitative Management LLC 0.11% Add +4.2% 6,543 $745K
Impact Capital Partners LLC 0.26% — 6,531 $744K
Miller Investment Management, LP 0.08% No change 6,500 $741K
Legacy Financial Advisors, Inc. 0.12% Reduce -6.4% 6,467 $737K
Mgo One Seven LLC 0.03% Add +11.7% 6,452 $735K
Garrett Wealth Advisory Group, LLC 0.17% Add +2.4% 6,415 $731K
FineMark National Bank & Trust 0.03% Reduce -7.3% 6,414 $731K
Aviance Capital Partners, LLC 0.10% Add +2.4% 6,406 $730K
Annis Gardner Whiting Capital Advisors, LLC 0.20% Add +95.8% 6,374 $726K
Schear Investment Advisers, LLC 0.39% Reduce -8.0% 6,368 $726K
Belpointe Asset Management LLC 0.04% Reduce -34.4% 5,157 $724K
Poehling Capital Management, INC. 0.18% Reduce -0.2% 6,351 $724K
Syon Capital LLC 0.07% Add +53.8% 6,334 $722K
Tradewinds, LLC. 0.20% Reduce -7.5% 5,557 $720K
Philip James Wealth Mangement, LLC 0.10% Reduce -8.3% 6,322 $720K
Guardian Wealth Management, Inc. 0.49% Reduce -38.2% 6,300 $718K
American Financial Group Inc. 0.33% No change 6,250 $712K
Veracity Capital LLC 0.26% Add +8.5% 6,235 $710K
Prudential PLC 0.00% Reduce -26.7% 6,219 $709K
Sandy Spring Bank 0.03% Reduce -2.9% 6,209 $707K
Retirement Planning Co of New England, Inc. 0.34% Add +5.5% 6,206 $707K
Fisher Asset Management 0.00% Add +17.6% 6,157 $702K
Western Financial Corp 0.38% Add +4.4% 6,143 $700K
Westhampton Capital, LLC 0.36% No change 6,140 $700K
Nicholas Wealth, LLC. 0.38% Add +25.6% 6,030 $699K
1ST Source Bank 0.04% Add +0.3% 6,123 $698K
Mufg Securities Americas Inc. 0.09% — 6,097 $695K
Wealth Advisory Solutions, LLC 0.19% Reduce -12.1% 6,081 $693K
Danske Bank A/S 0.00% Add +61.6% 6,043 $688K
Heck Capital Advisors, LLC 0.08% No change 6,021 $686K
Basepoint Wealth LLC 0.55% Add +10.5% 6,019 $686K
Bank of Hawaii 0.04% Reduce -2.4% 6,005 $684K
Oakland Financial Corp. 7.82% — 6,000 $684K
South Street Advisors LLC 0.10% Reduce -20.2% 6,000 $684K
Strategic Financial Services, Inc. 0.04% No change 5,995 $683K
FORA Capital, LLC 0.08% Reduce -92.6% 5,977 $681K
Matthew Goff Investment Advisor, LLC 0.13% No change 5,938 $677K
Strategic Wealth Partners, Ltd. 0.06% Reduce -26.9% 5,368 $674K
Checchi Capital Advisers, LLC 0.05% Add +0.8% 5,897 $672K
Keynote Financial Services LLC 0.52% Reduce -0.8% 5,860 $668K
Palisade Asset Management, LLC 0.07% No change 5,854 $667K
Essex Financial Services, Inc. 0.05% Add +84.3% 5,852 $667K
Westbourne Investment Advisors, Inc. 0.23% Reduce -0.3% 5,841 $665K
MassMutual Private Wealth & Trust, FSB 0.02% Add +1.1% 5,835 $665K
First National Bank & Trust Co. of Newtown 0.14% Reduce -0.6% 5,822 $663K
Certuity, LLC 0.07% Reduce -4.0% 5,812 $662K
Regal Investment Advisors LLC 0.05% Add +29.7% 5,809 $662K
FCG Investment Co 0.40% Reduce -12.3% 5,803 $661K
FRG Family Wealth Advisors LLC 0.12% No change 5,703 $650K
Ausdal Financial Partners, Inc. 0.06% Add +20.8% 5,698 $649K
Doheny Asset Management 0.48% No change 5,689 $648K
Integrated Advisors Network LLC 0.03% Add +0.6% 5,683 $647K
Roehl & Yi Investment Advisors, LLC 0.36% — 5,682 $647K
5T Wealth, LLC 0.35% — 5,655 $644K
LVZ, Inc. 0.08% New 5,643 $643K
Allen Capital Group, LLC 0.08% Add +4.9% 5,636 $642K
Leonteq Securities AG 0.06% Add +98.6% 5,633 $642K
Stegent Equity Advisors, Inc. 0.65% No change 5,632 $642K
Mission Wealth Management, LP 0.02% Reduce -4.3% 5,612 $639K
Linscomb Wealth, Inc. 0.03% Add +7.0% 5,583 $636K
Baring Financial LLC 0.57% — 5,568 $634K
NorthRock Partners, LLC 0.02% Add +18.6% 5,554 $633K
Essex Bank 0.16% Add +0.4% 5,553 $633K
TrinityPoint Wealth, LLC 0.09% Add +3.9% 5,520 $629K
Norden Group LLC 0.07% Add +58.8% 5,508 $628K
Rosenberg Matthew Hamilton 0.16% Reduce -8.2% 5,503 $627K
Fifth Third Wealth Advisors LLC 0.03% Add +4.6% 5,490 $625K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Add +0.1% 5,414 $617K
Petros Family Wealth, LLC 0.66% — 5,398 $615K
Cookson Peirce & Co. Inc. 0.03% Reduce -14.8% 5,392 $614K
Whittier Trust Co. of Nevada Inc. 0.02% No change 5,388 $614K
Strategy Asset Managers LLC 0.12% Reduce -16.8% 5,375 $612K
Worth Financial Advisory Group, LLC 0.38% Reduce -1.4% 5,359 $611K
Aull & Monroe Investment Management Corp 0.31% Reduce -11.9% 5,352 $610K
Whitener Capital Management, Inc. 0.17% Reduce -1.3% 5,348 $609K
First American Trust, FSB 0.06% Reduce -14.6% 5,321 $606K
Saturna Capital Corp. 0.01% Add +204.7% 5,268 $600K
AA Financial Advisors, LLC 0.16% Add +8.6% 5,256 $599K
Symphony Financial, Ltd. Co. 0.09% Reduce -3.3% 4,936 $595K
Montecito Bank & Trust 0.10% Add +17.2% 5,204 $593K
Armor Investment Advisors, LLC 0.24% Reduce -5.1% 5,186 $591K
Readystate Asset Management LP 0.05% New 5,173 $589K
Trust Co. of Toledo NA 0.08% Reduce -7.5% 5,169 $589K
Pinnacle Wealth Planning Services, Inc. 0.09% Reduce -10.6% 5,157 $588K
Weatherly Asset Management L. P. 0.05% Reduce -0.1% 5,137 $585K
Larson Financial Group LLC 0.03% Add +13.2% 5,133 $585K
Compound Planning, Inc. 0.03% Reduce -11.7% 5,122 $584K
Premier Path Wealth Partners, LLC 0.09% Reduce -9.8% 5,103 $581K
EPG Wealth Management LLC 0.15% Add +3.9% 5,086 $579K
Archer Investment Corp 0.15% Add +222.6% 5,074 $578K
Harbor Investment Advisory, LLC 0.05% No change 5,072 $578K
Farringdon Capital, Ltd. 0.24% — 5,053 $576K
Abundance Wealth Counselors 0.13% Reduce -1.6% 5,043 $575K
Bar Harbor Wealth Management 0.04% No change 5,038 $574K
Augustine Asset Management Inc. 0.15% New 5,022 $572K
Merrion Investment Management Co, LLC 0.40% Reduce -6.5% 5,000 $570K
Bryce Point Capital, LLC 0.16% — 4,996 $569K
Exchange Traded Concepts, LLC 0.01% Reduce -8.9% 4,994 $569K
Ameritas Advisory Services, LLC 0.02% Reduce -24.9% 4,983 $568K
Garrison Point Advisors, LLC 0.27% No change 4,955 $565K
Islay Capital Management, LLC 0.39% No change 4,935 $562K
EverSource Wealth Advisors, LLC 0.03% Add +5.1% 4,934 $562K
Probity Advisors, Inc. 0.11% Add +3.0% 4,928 $561K
Arkfeld Wealth Strategies, L.L.C. 0.26% Add +0.1% 4,831 $560K
CFS Investment Advisory Services, LLC 0.05% Reduce -0.2% 4,885 $557K
Centiva Capital, LP 0.02% Reduce -59.1% 4,884 $556K
Elm3 Financial Group, LLC 0.47% — 4,881 $556K
Jackson Hole Capital Partners, LLC 0.11% Add +0.1% 4,877 $556K
Cornerstone Wealth Group, LLC 0.05% Add +2.5% 4,872 $555K
Flputnam Investment Management Co. 0.01% Reduce -1.0% 4,863 $554K
Moment Partners, LLC 0.11% — 4,841 $552K
Lincoln Capital LLC 0.12% Add +0.4% 4,841 $552K
FAS Wealth Partners, Inc. 0.05% Reduce -2.5% 4,825 $550K
Fulton Bank, N.A. 0.02% Add +9.2% 4,792 $546K
Trust Co. of Vermont 0.03% Add +3.4% 4,780 $545K
Investors Research Corp 0.12% No change 4,776 $544K
Trustmark Bank Trust Department 0.04% Reduce -36.7% 4,749 $541K
Waldron Private Wealth LLC 0.02% Reduce -6.8% 4,732 $539K
CI Investments Inc. 0.00% Add +137.6% 4,735 $539K
KCM Investment Advisors LLC 0.02% No change 4,727 $539K
Banco Santander, S.A. 0.01% New 4,707 $536K
Foundations Investment Advisors, LLC 0.01% Add +18.1% 4,700 $536K
Autumn Glory Partners, LLC 0.26% Reduce -18.3% 4,690 $534K
North Star Investment Management Corp. 0.04% Add +0.1% 4,678 $533K
Atlas Legacy Advisors, LLC 0.13% — 4,657 $531K
Inceptionr LLC 0.12% Add +64.7% 4,653 $530K
Means Investment Co., Inc. 0.06% Reduce -0.4% 4,651 $530K
LVM Capital Management Ltd. 0.06% Reduce -1.6% 4,645 $529K
Dynasty Wealth Management, LLC 0.01% Reduce -28.6% 4,636 $528K
Canada Post Corp Registered Pension Plan 0.03% — 4,616 $526K
S.A. Mason LLC 0.27% No change 4,579 $522K
Focus Financial Network, Inc. 0.02% Reduce -5.9% 4,574 $521K
Connecticut Wealth Management, LLC 0.03% Reduce -34.5% 4,561 $520K
Dogwood Wealth Management LLC 0.27% Add +17.9% 4,559 $519K
Invst, LLC 0.06% Reduce -26.6% 4,554 $519K
Strategic Wealth Investment Group, LLC 0.03% New 6,465 $516K
Amova Asset Management Americas, Inc. 0.01% Reduce -12.8% 4,490 $512K
Quadrant Capital Group LLC 0.04% Reduce -11.9% 4,481 $511K
Generali Investments, Management Co LLC 0.13% — 4,462 $508K
SVB Wealth LLC 0.01% New 4,453 $507K
Sunbelt Securities, Inc. 0.04% Add +12.0% 4,510 $505K
Peregrine Asset Advisers, Inc. 0.19% No change 4,430 $505K
Net Worth Advisory Group 0.15% Reduce -21.9% 4,427 $504K
Richwood Investment Advisors, LLC 0.42% Reduce -3.4% 4,425 $504K
Patron Partners, LLC 0.27% No change 4,411 $503K
Modera Wealth Management, LLC 0.01% Reduce -5.0% 4,384 $499K
Geneos Wealth Management Inc. 0.02% Add +0.2% 4,375 $499K
Nvwm, LLC 0.13% Reduce -47.1% 4,370 $498K
Cigna Investments Inc. 0.09% Reduce -1.8% 4,314 $491K
Towne Trust Company, N.A 0.17% No change 4,309 $491K
Randall & Associates Wealth Management 0.41% Add +10.8% 4,300 $490K
WP Advisors, LLC 0.16% Add +14.3% 4,282 $488K
49 Wealth Management, LLC 0.07% Add +1.1% 4,260 $485K
Citizens Financial Group Inc. 0.01% Reduce -28.0% 4,247 $484K
West Paces Advisors Inc. 0.12% Reduce -9.4% 4,241 $483K
Angeles Wealth Management, LLC 0.04% Reduce -0.0% 4,235 $482K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -86.6% 4,233 $482K
Evergreen Capital Management LLC 0.02% Reduce -3.5% 4,231 $482K
Pitcairn Co. 0.03% Add +0.3% 4,229 $482K
SignalPoint Asset Management, LLC 0.12% Reduce -0.5% 4,228 $482K
AlphaQuest LLC 0.06% Add +29.5% 4,208 $479K
J2 Capital Management Inc 0.45% — 4,199 $478K
Johnson & White Wealth Management, LLC 0.29% New 4,180 $478K
Vanguard Capital Wealth Advisors 0.52% Reduce -31.2% 4,190 $477K
WESPAC Advisors, LLC 0.35% Add +6.0% 4,185 $477K
Lighthouse Investment Partners, LLC 0.02% New 4,180 $476K
Sheaff Brock Investment Advisors, LLC 0.04% Add +0.2% 4,171 $475K
OmniStar Financial Group, Inc. 0.38% Reduce -24.7% 4,170 $475K
111 Capital 0.10% — 4,159 $474K
Mill Capital Management, LLC 0.04% No change 4,145 $472K
Capital Investment Advisors, LLC 0.01% Add +41.3% 4,145 $472K
Campion Asset Management 0.36% Reduce -4.7% 4,137 $471K
Roberts Glore & Co. Inc. 0.14% No change 4,137 $471K
SAM Advisors, LLC 0.17% No change 4,136 $471K
Burford Brothers, Inc. 0.23% Add +0.1% 4,122 $470K
Estabrook Capital Management 0.07% No change 4,109 $468K
Peoples Financial Services Corp. 0.22% No change 4,075 $464K
Smart Portfolios, LLC 0.49% Reduce -2.4% 4,070 $464K
Nilsine Partners, LLC 0.05% Add +56.4% 4,059 $462K
Elevation Point Wealth Partners, LLC 0.04% Reduce -14.7% 4,052 $462K
Clifford Group, LLC 0.35% Reduce -6.4% 4,035 $460K
Transcend Capital Advisors, LLC 0.03% Reduce -7.4% 4,029 $459K
Cadinha & Co. LLC 0.08% Reduce -1.5% 4,020 $458K
Bridges Investment Management Inc. 0.01% Add +0.1% 4,017 $458K
Everpar Advisors LLC 0.23% Add +2.5% 4,005 $456K
Payden & Rygel 0.04% No change 4,000 $456K
Outfitters Financial LLC 0.36% No change 4,000 $456K
CreativeOne Wealth, LLC 0.01% Add +8.1% 3,997 $455K
Vaughan David Investments LLC 0.01% Reduce -9.1% 3,981 $454K
Venturi Wealth Management, LLC 0.02% Reduce -15.8% 3,983 $454K
Roof Eidam Maycock Peralta, LLC 0.12% No change 3,972 $453K
Kuhn & Co Investment Counsel 0.38% No change 3,968 $452K
Kolinsky Wealth Management, LLC 0.28% Add +0.5% 3,968 $452K
Advisor OS, LLC 0.05% Reduce -3.4% 3,955 $451K
Demars Financial Group, LLC 0.20% Reduce -7.9% 3,915 $446K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -31.4% 3,915 $446K
CWA Asset Management Group, LLC 0.02% Add +110.9% 3,908 $445K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -5.6% 3,892 $443K
Field & Main Bank 0.16% No change 3,888 $443K
Gryphon Financial Partners LLC 0.06% Reduce -3.1% 3,886 $443K
New Century Financial Group, LLC 0.19% Reduce -18.2% 3,813 $443K
Nwam LLC 0.03% Add +2.2% 3,876 $442K
Princeton Global Asset Management LLC 0.08% Add +0.1% 3,873 $441K
Syntegra Private Wealth Group, LLC 0.05% Add +0.6% 3,872 $441K
Ballew Advisors, Inc 0.28% Reduce -0.9% 3,803 $441K
John G Ullman & Associates Inc. 0.06% Reduce -2.5% 3,850 $439K
Argyle Capital Partners, LLC 0.38% — 3,847 $438K
Spinnaker Trust 0.03% Add +0.5% 3,838 $437K
Conning Inc. 0.02% Reduce -1.4% 3,838 $437K
Walleye Trading LLC 0.01% Reduce -59.1% 3,835 $437K
Montchanin Asset Management, LLC 0.43% No change 3,830 $436K
Three Seasons Wealth, LLC 0.21% No change 3,826 $436K
Atlas Capital Advisors Inc. 0.06% Reduce -13.2% 3,820 $435K
Southland Equity Partners LLC 0.10% Add +17.7% 3,818 $435K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -14.5% 3,816 $435K
Harbour Trust & Investment Management Co 0.05% No change 3,811 $434K
Frank, Rimerman Advisors LLC 0.03% Reduce -61.5% 3,802 $433K
West Tower Group, LLC 0.96% Add +72.7% 3,800 $433K
Catalyst Funds Management Pty Ltd 0.11% Reduce -13.6% 3,800 $433K
SeaCrest Wealth Management, LLC 0.05% Reduce -25.3% 3,799 $433K
Freestone Capital Holdings, LLC 0.01% Add +3.8% 3,799 $433K
GAMCO Investors 0.00% No change 3,783 $431K
Foster & Motley Inc. 0.03% Reduce -3.7% 3,743 $426K
Riverwater Partners LLC 0.21% Reduce -3.2% 3,739 $426K
Ransom Advisory, Ltd 0.20% No change 3,725 $424K
Teamwork Financial Advisors, LLC 0.06% Reduce -11.0% 3,719 $424K
Schnieders Capital Management LLC 0.08% No change 3,713 $423K
Weaver Consulting Group 0.13% Reduce -0.3% 3,712 $423K
Scotia Capital Inc. 0.00% Reduce -59.7% 3,675 $419K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +14.8% 3,665 $418K
Savvy Advisors, Inc. 0.05% Add +21.5% 3,663 $417K
Harbour Investments, Inc. 0.01% Add +11.8% 3,660 $417K
Hills Bank & Trust Co 0.03% Add +7.4% 3,643 $415K
Roundview Capital LLC 0.03% No change 3,640 $415K
Aaron Wealth Advisors LLC 0.05% Add +13.1% 3,635 $414K
Everhart Financial Group, Inc. 0.09% Add +3.2% 3,623 $413K
RDA Financial Network 0.12% Add +5.0% 3,619 $412K
First Citizens Bank & Trust Co. 0.01% Add +16.9% 3,613 $412K
Corps Capital Advisors, LLC 0.42% — 3,612 $412K
Brandywine Oak Private Wealth LLC 0.04% Reduce -9.4% 3,611 $411K
Graypoint LLC 0.02% Reduce -20.9% 3,603 $410K
Uncommon Cents Investing LLC 0.12% Reduce -2.8% 3,592 $409K
Biltmore Wealth Management, LLC 0.17% Add +0.6% 3,590 $409K
Schechter Investment Advisors, LLC 0.03% Reduce -20.0% 3,585 $408K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.3% 3,572 $407K
Empire Financial Management Company, LLC 0.13% Add +3.6% 3,571 $407K
Hanson & Doremus Investment Management 0.06% Reduce -0.5% 3,560 $406K
Perigon Wealth Management, LLC 0.01% Reduce -11.6% 3,391 $406K
Blue Trust, Inc. 0.01% Reduce -49.0% 3,553 $405K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,287 $405K
Prairie Sky Financial Group LLC 0.25% Add +0.1% 3,547 $404K
Harbor Advisors LLC 0.06% No change 3,541 $403K
Zions Bancorporation, N.A. 0.03% Add +47.5% 3,528 $402K
1248 Management, LLC 0.17% — 3,510 $400K
Hennessy Advisors Inc. 0.01% No change 3,500 $399K
Whalerock Point Partners, LLC 0.10% No change 3,490 $398K
BKM Wealth Management, LLC 0.16% Reduce -22.2% 3,473 $396K
Woodmont Investment Counsel LLC 0.03% No change 3,465 $395K
Quantum Portfolio Management LLC 0.21% Reduce -7.5% 3,463 $395K
Old North State Trust, LLC 0.25% Add +125.6% 3,454 $394K
Soltis Investment Advisors LLC 0.04% Add +9.5% 3,456 $394K
Corbyn Investment Management Inc. 0.17% No change 3,441 $392K
Welch Group, LLC 0.02% Reduce -4.2% 3,494 $391K
Second Line Capital, LLC 0.11% Add +11.1% 3,434 $391K
Mayflower Financial Advisors, LLC 0.06% Add +0.9% 3,432 $391K
Keel Point, LLC 0.03% Add +5.1% 3,423 $390K
Castleark Management LLC 0.01% No change 3,420 $390K
Uniting Wealth Partners, LLC 0.19% — 3,399 $387K
Founders Financial Securities LLC 0.03% Add +5.5% 3,387 $386K
Smartleaf Asset Management LLC 0.04% Add +19.3% 3,444 $386K
Courier Capital LLC 0.03% Reduce -4.2% 3,381 $385K
Excalibur Management Corp. 0.15% Reduce -0.4% 3,377 $385K
MTM Investment Management, LLC 0.15% Add +0.5% 3,367 $384K
MSH Capital Advisors LLC 0.12% No change 3,355 $382K
Wedgewood Investors Inc. 0.45% Reduce -1.5% 3,350 $382K
Tennessee Valley Asset Management Partners 0.06% Add +0.7% 3,349 $381K
Rossby Financial, LCC 0.24% — 3,340 $381K
LexAurum Advisors, LLC 0.08% New 3,339 $380K
Chesapeake Asset Management LLC 0.35% Add +3.3% 3,327 $379K
Measured Risk Portfolios, Inc. 0.42% — 3,325 $379K
Allen Investment Management, LLC 0.00% No change 3,318 $378K
Good Life Advisors, LLC 0.03% Reduce -8.8% 3,318 $378K
Independence Bank of Kentucky 0.06% Add +111.6% 3,314 $378K
Callan Family Office, LLC 0.02% New 3,305 $377K
Lindbrook Capital, LLC 0.03% Reduce -3.6% 3,300 $376K
Joel Isaacson & Co., LLC 0.02% No change 3,300 $376K
Tanager Wealth Management LLP 0.05% Add +0.2% 3,288 $375K
Faithward Advisors, LLC 0.06% Reduce -6.9% 3,287 $375K
Blue Edge Capital, LLC 0.06% Add +0.1% 3,286 $374K
Capital Investment Advisory Services, LLC 0.04% Add +0.9% 3,278 $374K
Perpetual Ltd 0.00% No change 3,278 $373K
LCNB Corp. 0.14% No change 3,272 $373K
Runnymede Capital Advisors, Inc. 0.32% — 3,265 $372K
Clear Harbor Asset Management, LLC 0.03% New 3,264 $372K
Longfellow Investment Management Co. LLC 0.10% Add +41.5% 3,262 $372K
Passumpsic Savings Bank 0.23% Add +1.1% 3,260 $371K
Athena Investment Management 0.21% No change 3,249 $370K
Lake Street Advisors Group, LLC 0.02% Add +3.4% 3,227 $368K
Petrus Trust Company, LTA 0.04% Add +26.2% 3,223 $367K
Thompson Siegel & Walmsley LLC 0.01% Add +8.3% 3,222 $367K
Rossmore Private Capital 0.05% No change 3,204 $365K
UNIVEST FINANCIAL Corp 0.02% Add +0.2% 3,201 $365K
Whittier Trust Co. 0.00% Reduce -0.5% 3,200 $365K
Plancorp, LLC 0.01% Add +11.5% 3,192 $364K
ARS Investment Partners, LLC 0.03% Add +3.2% 3,186 $363K
First National Bank Sioux Falls 0.15% No change 3,184 $363K
CX Institutional 0.01% Add +7.9% 3,173 $362K
Fidelis Capital Partners, LLC 0.04% Add +5.9% 3,067 $361K
Riverbend Wealth Management, LLC 0.32% — 3,138 $360K
Vista Investment Partners LLC 0.11% Add +8.5% 3,158 $360K
Fourpath Capital Management, LLC 0.07% Reduce -6.0% 3,149 $359K
CoreFirst Bank & Trust 0.21% No change 3,148 $359K
Sharp Wealth Advisory, LLC 0.27% Reduce -34.6% 3,121 $356K
Alpha DNA Investment Management LLC 0.19% Add +6.9% 3,089 $352K
Granite Group Advisors, LLC 0.22% Reduce -3.7% 3,087 $352K
Johnson Financial Group, Inc. 0.02% Reduce -49.0% 2,980 $351K
PDS Planning, Inc 0.03% Reduce -2.7% 3,083 $351K
Vectors Research Management, LLC 0.12% Reduce -4.5% 3,081 $351K
GHP Investment Advisors, Inc. 0.02% No change 3,073 $350K
Moody National Bank Trust Division 0.04% Reduce -0.0% 3,065 $349K
Arete Wealth Advisors, LLC 0.03% Add +11.3% 3,051 $348K
Wealth Alliance, LLC 0.04% Reduce -12.6% 3,053 $348K
Callan Capital, LLC 0.03% Reduce -3.2% 3,047 $347K
Legacy Capital Wealth Partners, LLC 0.09% Add +0.3% 3,046 $347K
Ballentine Partners, LLC 0.01% Add +11.4% 3,040 $346K
Davidson Trust Co. 0.18% No change 3,036 $346K
Van Strum & Towne Inc. 0.12% Reduce -10.3% 3,031 $345K
Cape Cod Five Cents Savings Bank 0.03% No change 2,625 $345K
Assetmark, Inc. 0.00% Add +12.3% 3,024 $345K
Townsend Asset Management Corp. /NC/ 0.13% Add +0.3% 3,021 $344K
E&G Advisors, LLC 0.09% No change 3,017 $344K
Roman Butler Fullerton & Co. 0.11% Add +4.0% 2,786 $343K
Raiffeisen Bank International AG 0.01% — 3,058 $342K
Persium Advisors, LLC 0.34% — 3,002 $342K
Ceeto Capital Group, LLC 0.13% No change 3,000 $342K
Fort Sheridan Advisors LLC 0.05% Add +3.7% 2,983 $340K
Modern Wealth Management, LLC 0.01% Add +95.5% 2,981 $340K
Callahan Advisors, LLC 0.03% Add +2.6% 2,975 $339K
First Horizon Advisors, Inc. 0.01% Add +5.2% 2,974 $339K
Aries Wealth Management 0.09% No change 2,973 $339K
Verity Asset Management, Inc. 0.19% Add +2.6% 2,972 $339K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.25% No change 2,958 $337K
Post Resch Tallon Group Inc. 0.33% — 2,939 $336K
Austin Private Wealth, LLC 0.03% Add +2.0% 2,949 $336K
Intrinsic Value Partners, LLC 0.34% Reduce -4.5% 2,949 $336K
JT Stratford LLC 0.06% Reduce -25.7% 2,940 $335K
Stratos Wealth Advisors, LLC 0.02% Reduce -19.4% 2,937 $335K
TrinityBridge Ltd 0.01% No change 2,935 $334K
Magnus Financial Group LLC 0.03% Reduce -0.1% 2,929 $334K
Greenfield Seitz Capital Management, LLC 0.13% Reduce -24.6% 2,908 $331K
Advisory Alpha, LLC 0.01% Add +51.1% 2,894 $330K
Clarius Group, LLC 0.02% Reduce -11.2% 2,881 $328K
Diversify Advisory Services, LLC 0.02% Add +0.1% 2,881 $328K
Wintrust Investments LLC 0.29% Reduce -25.6% 2,882 $328K
Compass Capital Corp. /Ma/ 0.13% — 2,727 $327K
Paragon Capital Management Ltd 0.07% Reduce -1.0% 2,871 $327K
Spire Wealth Management 0.01% Reduce -14.2% 2,862 $326K
Obermeyer Wealth Partners 0.02% Add +0.2% 2,856 $325K
Stiles Financial Services Inc 0.12% Add +0.5% 2,854 $325K
Howard Capital Management, LLC 0.01% Add +5.3% 2,843 $324K
IFG Advisory, LLC 0.02% New 2,842 $324K
Saxon Interests, Inc. 0.14% Add +14.7% 2,820 $321K
Legacy Private Trust Co. 0.02% Add +31.8% 2,812 $320K
Catalina Capital Group, LLC 0.11% Add +1.2% 2,805 $320K
Summit Global Investments 0.02% Reduce -1.2% 2,787 $318K
Capital Advantage, Inc. 0.06% New 2,783 $317K
AGH Wealth Advisors, LLC 0.29% — 2,782 $317K
Gratus Wealth Advisors, LLC 0.05% Add +0.5% 2,777 $316K
Jump Financial, LLC 0.01% New 2,770 $316K
Kanawha Capital Management LLC 0.02% Add +0.8% 2,767 $315K
Empower Advisory Group, LLC 0.00% Add +11.3% 2,742 $312K
OneAscent Financial Services LLC 0.03% Add +0.3% 2,736 $312K
Stockman Wealth Management, Inc. 0.05% Reduce -9.3% 2,738 $312K
Panagora Asset Management Inc. 0.00% Reduce -73.5% 2,736 $312K
McDaniel Terry & Co. 0.03% Reduce -13.8% 2,730 $311K
Hazlett, Burt & Watson, Inc. 0.14% Add +4.1% 2,719 $309K
Dividend Assets Capital, LLC 0.06% Reduce -3.6% 2,704 $308K
Investors Asset Management of Georgia Inc. /Ga/ 0.15% Reduce -3.6% 2,702 $308K
Brown Brothers Harriman & Co. 0.00% Reduce -0.2% 2,697 $307K
Concourse Financial Group Securities, Inc. 0.02% Add +4.2% 2,585 $306K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -4.0% 2,684 $306K
Powers Advisory Group, LLC 0.15% Reduce -11.5% 2,679 $305K
Ruggaard & Associates LLC 0.13% No change 2,672 $304K
Oxford Asset Management LLP 0.14% New 2,667 $304K
Plan A Wealth LLC 0.28% — 2,665 $304K
Kohmann Bosshard Financial Services, LLC 0.04% No change 2,663 $303K
Walker Asset Management, LLC 0.19% Add +4.6% 2,659 $303K
Pflug Koory, LLC 0.02% Reduce -0.2% 2,656 $303K
Eastern Bank 0.01% No change 2,647 $302K
Successful Portfolios LLC 0.20% Reduce -2.0% 2,647 $302K
Bell Bank 0.02% Add +11.5% 2,644 $301K
Western Pacific Wealth Management, LP 0.24% Add +211.8% 2,635 $300K
Cadence Bank 0.02% Reduce -3.9% 2,634 $300K
Marshall & Sterling Wealth Advisors Inc. 0.21% — 2,627 $299K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 2,623 $299K
Liberty Capital Management, Inc. 0.07% No change 2,618 $298K
Laurel Wealth Advisors LLC 0.05% No change 2,618 $298K
Mosaic Family Wealth Partners, LLC 0.04% Reduce -21.2% 2,605 $297K
HCR Wealth Advisors 0.04% No change 2,604 $297K
Baldwin Investment Management, LLC 0.04% New 2,600 $296K
Dodge & Cox 0.00% No change 2,600 $296K
Crawford Investment Counsel Inc. 0.01% Reduce -0.3% 2,599 $296K
Canal Capital Management, LLC 0.05% Add +0.8% 2,592 $295K
CHICAGO TRUST Co NA 0.05% Reduce -19.9% 2,583 $294K
Sagespring Wealth Partners, LLC 0.01% — 2,560 $292K
CSS LLC 0.05% Reduce -31.1% 2,550 $291K
McCarter Private Wealth Services LLC 0.18% Reduce -5.5% 2,546 $290K
Bray Capital Advisors 0.08% Add +0.7% 2,543 $290K
Capital Market Strategies LLC 0.17% No change 2,539 $289K
Pinnacle Bancorp, Inc. 0.09% Add +3.9% 2,535 $289K
Goodman Financial Corp 0.06% No change 2,533 $289K
Bison Wealth, LLC 0.06% Reduce -66.5% 2,531 $288K
Plimoth Trust Co. LLC 0.07% No change 2,526 $288K
Aljian Capital Management, LLC 0.06% Add +0.3% 2,525 $288K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% Add +8.6% 2,525 $288K
Gables Capital Management Inc. 0.14% No change 2,502 $285K
Orange Investment Advisors, Inc. 0.03% Reduce -7.8% 2,500 $285K
Quilter Plc 0.01% No change 2,493 $284K
Disciplined Investors, L.L.C. 0.27% — 2,448 $284K
Port Capital LLC 0.01% Add +5.2% 2,481 $283K
Sage Mountain Advisors LLC 0.02% Reduce -6.5% 2,480 $283K
Warwick Investment Management, Inc. 0.06% Reduce -7.5% 2,461 $280K
WASHINGTON TRUST Co 0.01% Reduce -1.2% 2,461 $280K
Northcape Wealth Management, LLC 0.09% Reduce -8.5% 2,460 $280K
Ethos Financial Group, LLC 0.04% Reduce -1.4% 2,454 $280K
Moloney Securities Asset Management, LLC 0.04% Reduce -5.0% 2,451 $279K
CFO4Life Group, LLC 0.05% Reduce -2.1% 2,437 $278K
Greenfield Savings Bank 0.13% No change 2,433 $277K
Private Portfolio Partners LLC 0.05% Reduce -23.0% 2,433 $277K
Letson Investment Management, Inc. 0.11% No change 2,429 $277K
TFG Advisers LLC 0.10% Add +0.5% 2,429 $277K
Manske Wealth Management 0.11% — 2,420 $276K
Montag A & Associates Inc. 0.01% No change 2,409 $274K
Moller Wealth Partners 0.07% No change 2,408 $274K
Allegheny Financial Group 0.07% Add +1.6% 2,407 $274K
Orleans Capital Management Corp. 0.15% No change 2,117 $274K
Ipswich Investment Management Co., Inc. 0.07% No change 2,400 $273K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% No change 2,397 $273K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -0.4% 2,396 $273K
Two Sigma Securities, LLC 0.05% Reduce -72.3% 2,392 $273K
Master's Wealth Management Inc. 0.15% — 2,388 $272K
LBMC Investment Advisors, LLC 0.02% Add +0.0% 2,385 $272K
Parkside Financial Bank & Trust 0.04% Add +4.5% 2,384 $272K
Denver Wealth Management, Inc. 0.12% Add +0.6% 2,384 $272K
Stokes Family Office, LLC 0.03% Reduce -0.3% 2,379 $271K
SkyOak Wealth, LLC 0.06% No change 2,378 $271K
PFG Advisors 0.02% Reduce -15.1% 2,376 $271K
Cadent Capital Advisors, LLC 0.09% Reduce -17.1% 2,372 $270K
Hamilton Capital, LLC 0.02% Add +1.2% 2,371 $270K
Apriem Advisors 0.03% Add +9.7% 2,368 $270K
Sterling Investment Advisors, Ltd. 0.07% No change 2,364 $269K
Cross Staff Investments Inc 0.19% No change 2,363 $269K
Marietta Investment Partners LLC 0.06% No change 2,360 $269K
Seamount Financial Group Inc. 0.18% No change 2,352 $268K
Measured Wealth Private Client Group, LLC 0.09% No change 2,351 $268K
Kingswood Wealth Advisors, LLC 0.02% Reduce -67.8% 2,347 $268K
Jacobs & Co. 0.03% No change 2,346 $267K
Hurlow Wealth Management Group, Inc. 0.08% Add +3.3% 2,326 $265K
M3 Advisory Group, LLC 0.19% Reduce -2.8% 2,323 $265K
Duncan Williams Asset Management, LLC 0.10% No change 2,322 $265K
LRI Investments, LLC 0.03% Add +37.7% 2,322 $265K
Goelzer Investment Management, Inc. 0.02% No change 2,320 $264K
Gilliland Jeter Wealth Management LLC 0.09% Reduce -12.6% 2,318 $264K
Beaumont Financial Advisors, LLC 0.02% Add +0.9% 2,313 $264K
Calydon Capital 0.05% No change 2,304 $262K
Boothbay Fund Management, LLC 0.01% New 2,295 $261K
Kovack Advisors, Inc. 0.03% Reduce -15.7% 2,290 $261K
Fulcrum Equity Management 0.26% Reduce -42.3% 2,290 $261K
First Interstate Bank 0.02% Add +8.9% 2,288 $261K
Monetary Management Group Inc. 0.07% No change 2,280 $260K
Red Door Wealth Management, LLC 0.04% Add +16.1% 2,279 $260K
Flywheel Private Wealth LLC 0.24% — 2,273 $259K
Hexagon Capital Partners LLC 0.05% Add +38.3% 2,270 $259K
Weik Capital Management 0.11% No change 2,270 $259K
Trust Point Inc. 0.02% Add +14.6% 2,265 $258K
Lazard Asset Management LLC 0.00% Reduce -3.6% 2,276 $258K
Pallas Capital Advisors LLC 0.01% Reduce -1.6% 2,247 $256K
Lantern Wealth Advisors, LLC 0.16% Add +4.7% 2,224 $253K
Baldwin Wealth Partners LLC 0.02% Reduce -57.3% 2,223 $253K
Capital Advisory Group Advisory Services, LLC 0.09% No change 2,222 $253K
DNB Asset Management AS 0.00% Add +26.0% 2,222 $253K
Dark Forest Capital Management LP 0.04% Reduce -4.5% 2,217 $253K
Vestor Capital, LLC 0.02% Add +17.6% 2,216 $252K
First Financial Bank - Trust Division 0.02% Add +1.1% 2,200 $251K
Leisure Capital Management 0.10% No change 2,198 $250K
Bond & Devick Financial Network, Inc. 0.11% No change 1,902 $250K
SPC Financial, Inc. 0.02% Add +4.8% 2,194 $250K
Richards, Merrill & Peterson, Inc. 0.13% — 2,193 $250K
Hirtle & Co., LLC 0.01% Add +35.1% 2,188 $249K
Forza Wealth Management, LLC 0.11% Add +11.3% 2,185 $249K
HBW Advisory Services LLC 0.03% Add +0.7% 2,173 $248K
Acropolis Investment Management, LLC 0.01% Reduce -5.6% 2,150 $245K
Brooklyn Investment Group 0.07% Add +40.7% 2,146 $244K
Los Angeles Capital Management LLC 0.00% No change 2,145 $244K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,137 $243K
Realta Investment Advisors 0.10% Reduce -47.8% 2,095 $243K
Delta Investment Management, LLC 0.05% Add +0.8% 2,134 $243K
Douglas Lane & Associates, LLC 0.00% Reduce -0.2% 2,131 $243K
Naples Global Advisors, LLC 0.02% Add +0.1% 2,113 $241K
GeoWealth Management, LLC 0.01% Reduce -7.0% 2,105 $240K
Thomasville National Bank 0.02% No change 2,104 $240K
Nemes Rush Group LLC 0.03% Add +29.8% 2,104 $240K
Silver Oak Securities, Incorporated 0.02% Add +46.5% 2,135 $239K
ProVise Management Group, LLC 0.02% New 2,098 $239K
Anchor Investment Management, LLC 0.02% Reduce -0.4% 2,094 $239K
Pettyjohn, Wood & White, Inc. 0.04% No change 2,089 $238K
Waters Parkerson & Co., LLC 0.01% Add +10.6% 2,087 $238K
Brooks, Moore & Associates, Inc. 0.14% Reduce -4.6% 2,085 $238K
Alan B Lancz & Associates, Inc. 0.24% No change 2,082 $237K
Secure Asset Management, LLC 0.04% Add +0.5% 2,082 $237K
Defender Capital, LLC. 0.09% No change 2,076 $237K
Fortune Financial Advisors, LLC 0.21% No change 2,060 $235K
Advus Financial Partners, LLC 0.07% Reduce -4.9% 2,056 $234K
First Financial Bankshares Inc 0.01% Reduce -1.9% 2,055 $234K
Capital Analysts, LLC 0.01% Reduce -28.4% 2,050 $234K
Shufro Rose & Co. LLC 0.02% No change 2,049 $233K
Strait & Sound Wealth Management LLC 0.11% Reduce -17.0% 2,045 $233K
Purkiss Capital Advisors LLC 0.20% — 2,040 $232K
Fortem Financial Group, LLC 0.09% Reduce -14.8% 2,040 $232K
Cabot Wealth Management Inc. 0.03% No change 2,035 $232K
Asset Dedication, LLC 0.02% No change 2,032 $232K
Cassaday & Co Wealth Management LLC 0.01% Add +3.7% 2,030 $231K
Opus Capital Group, LLC 0.03% Reduce -18.7% 2,028 $231K
KLCM Advisors, Inc. 0.03% Reduce -2.3% 2,025 $231K
Blue Capital, Inc. 0.16% — 2,024 $231K
Greenland Capital Management LP 0.05% Reduce -5.2% 2,020 $230K
HHM Wealth Advisors, LLC 0.03% Add +0.5% 2,015 $230K
K.J. Harrison & Partners Inc 0.04% New 2,000 $229K
Signature Estate & Investment Advisors LLC 0.01% Add +6.1% 2,008 $229K
Krane Funds Advisors LLC 0.01% Reduce -14.6% 2,008 $229K
Chiron Capital Management, LLC 0.22% Reduce -14.4% 2,005 $228K
Avestar Capital, LLC 0.02% Add +6.3% 2,004 $228K
LeClair Wealth Partners LLC 0.15% — 2,003 $228K
LM Advisors LLC 0.04% No change 2,000 $228K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +4.0% 2,001 $228K
TD Capital Management LLC 0.02% No change 2,000 $228K
Private Wealth Partners, LLC 0.02% No change 2,000 $228K
North Star Asset Management Inc. 0.01% Reduce -0.5% 1,997 $228K
TCI Wealth Advisors, Inc. 0.02% Reduce -2.6% 1,992 $227K
Tarbox Family Office, Inc. 0.04% No change 1,991 $227K
Broderick Brian C 0.04% No change 1,990 $227K
Bank of New Hampshire 0.06% Add +5.6% 1,987 $226K
Sutton Place Investors LLC 0.13% Reduce -0.6% 1,982 $226K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,976 $225K
Delta Financial Group, Inc. 0.05% New 1,979 $225K
Blackston Financial Advisory Group, LLC 0.11% Reduce -1.9% 1,973 $225K
Nicolet Bankshares Inc. 0.04% Add +11.2% 1,971 $225K
Argus Investors' Counsel, Inc. 0.15% New 1,957 $223K
X-Square Capital, LLC 0.09% Reduce -0.1% 1,946 $222K
Bath Savings Trust Co 0.02% No change 1,948 $222K
Moss Adams Wealth Advisors LLC 0.02% Reduce -13.2% 1,946 $222K
Indiana Trust & Investment Management Co 0.08% No change 1,945 $222K
Independent Wealth Network Inc. 0.09% Add +16.9% 1,937 $221K
Azimuth Capital Investment Management LLC 0.01% Reduce -9.3% 1,937 $221K
Trillium Asset Management, LLC 0.01% No change 1,930 $220K
DRW Securities, LLC 0.01% Add +14.0% 1,927 $220K
Quent Capital, LLC 0.02% Reduce -14.4% 1,927 $220K
South Dakota Investment Council 0.00% New 1,920 $219K
Patrick M Sweeney & Associates, Inc. 0.16% No change 1,918 $219K
Rehmann Capital Advisory Group 0.01% Reduce -5.4% 1,915 $218K
Diversified Enterprises, LLC 0.02% Add +0.1% 1,913 $218K
Enterprise Financial Services Corp 0.12% New 1,908 $217K
Next Capital Management LLC 0.09% No change 1,904 $217K
Adero Partners, LLC 0.01% Add +3.7% 1,900 $216K
McGowan Group Asset Management, Inc. 0.03% No change 1,893 $216K
Financial Management Network Inc. 0.04% Add +0.1% 1,857 $216K
MIdWestOne Financial Group, Inc. 0.03% Add +8.9% 1,892 $216K
Optima Capital LLC 0.15% — 1,892 $216K
Tranquility Partners, LLC 0.08% No change 1,891 $215K
Columbia Asset Management 0.04% No change 1,878 $214K
Summit Asset Management, LLC 0.04% No change 1,873 $213K
Werba Rubin Papier Wealth Management 0.05% Add +0.1% 1,873 $213K
Keating Investment Counselors Inc. 0.07% No change 1,870 $213K
Commonwealth Financial Services, LLC 0.04% New 1,867 $213K
State of Wyoming 0.03% Add +106.3% 1,857 $212K
Old Port Advisors 0.06% Add +14.8% 1,853 $211K
Argentarii, LLC 0.11% — 1,843 $210K
Radnor Capital Management, LLC 0.04% Reduce -14.0% 1,842 $210K
Chicago Capital, LLC 0.01% Add +12.2% 1,842 $210K
PGIM Custom Harvest LLC 0.00% Add +5.1% 1,841 $210K
United Community Bank 0.08% Reduce -1.3% 1,836 $209K
Sandy Cove Advisors, LLC 0.08% Reduce -2.7% 1,833 $209K
Wellington Shields & Co., LLC 0.06% No change 1,832 $209K
Fractal Investments LLC 0.03% Reduce -27.1% 1,823 $208K
Pure Financial Advisors, LLC 0.00% Add +0.9% 1,822 $208K
Gallagher Capital Advisors, LLC 0.15% — 1,817 $207K
Evoke Wealth, LLC 0.01% Add +13.2% 1,817 $207K
Wolff Financial Management LLC 0.06% No change 1,815 $207K
Trueblood Wealth Management, LLC 0.10% Add +0.3% 1,816 $207K
CTC Alternative Strategies, Ltd. 0.27% New 1,812 $206K
VeraBank, N.A. 0.06% No change 1,802 $205K
BSW Wealth Partners 0.03% New 1,799 $205K
Northwest Quadrant Wealth Management, LLC 0.05% Reduce -0.7% 1,799 $205K
Wealthedge Investment Advisors, LLC 0.09% — 1,798 $205K
Viawealth, LLC 0.12% No change 1,791 $204K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% Add +7.9% 1,781 $203K
Portside Wealth Group, LLC 0.03% Add +2.5% 1,777 $202K
Central Bank & Trust Co. 0.03% No change 1,776 $202K
Zullo Investment Group, Inc. 0.08% Add +0.3% 1,774 $202K
Hourglass Capital, LLC 0.06% No change 1,770 $202K
Spring Capital Management, LLC 0.12% New 1,767 $201K
Signature Wealth Management Partners, LLC 0.14% No change 1,765 $201K
Sentry Investment Management LLC 0.10% Reduce -14.0% 1,760 $201K
Great Diamond Partners, LLC 0.05% Reduce -67.0% 1,764 $201K
Simon Quick Advisors, LLC 0.01% Add +0.7% 1,762 $201K
Kelly Lawrence W & Associates Inc. 0.05% Reduce -36.4% 1,758 $200K
Meridian Wealth Advisors, LLC 0.03% Reduce -1.8% 1,757 $200K
Evelyn Partners Investment Management LLP 0.01% — 1,751 $199K
St Germain D J Co. Inc. 0.01% Add +25.8% 1,705 $194K
Arax Advisory Partners 0.01% Add +174.0% 1,699 $194K
Cherry Tree Wealth Management, LLC 0.05% No change 1,695 $193K
Transamerica Financial Advisors, LLC 0.02% Add +0.5% 1,683 $192K
Oakworth Capital, Inc. 0.01% Reduce -0.4% 1,654 $188K
Peterson Wealth Services 0.06% Add +1.0% 1,634 $186K
New Wave Wealth Advisors LLC 0.08% Reduce -7.0% 1,626 $185K
Perkins Coie Trust Co 0.04% No change 1,623 $185K
Tributary Capital Management, LLC 0.01% Reduce -4.5% 1,585 $181K
New Millennium Group LLC 0.10% Add +0.1% 1,572 $179K
NBT Bank, N.A. 0.01% Reduce -50.3% 1,563 $178K
Headlands Technologies LLC 0.02% New 1,563 $178K
Compass Wealth Management LLC 0.04% No change 1,561 $178K
Coastline Trust Co 0.02% No change 1,559 $178K
Centaurus Financial, Inc. 0.01% Reduce -6.1% 1,522 $173K
Financial Management Professionals, Inc. 0.02% Add +0.9% 1,502 $171K
Armstrong Advisory Group, Inc. 0.01% Add +13.8% 1,483 $169K
Chilton Capital Management LLC 0.01% Reduce -43.6% 1,477 $168K
Westside Investment Management, Inc. 0.04% No change 1,471 $168K
Deseret Mutual Benefit Administrators 0.08% Reduce -1.5% 1,406 $160K
Caldwell Sutter Capital, Inc. 0.07% Reduce -1.4% 1,404 $160K
Cromwell Holdings LLC 0.09% No change 1,396 $159K
Tompkins Financial Corp. 0.01% No change 1,385 $158K
Addison Advisors LLC 0.04% No change 1,368 $156K
Shell Asset Management Co. 0.01% Reduce -80.5% 1,360 $155K
10Elms LLP 0.19% — 1,354 $154K
Hager Investment Management Services, LLC 0.10% — 1,342 $153K
Versant Capital Management, Inc 0.03% Reduce -34.7% 1,336 $152K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,353 $152K
Compagnie Lombard Odier SCmA 0.00% No change 1,333 $152K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% Reduce -91.5% 1,334 $149K
Carolinas Wealth Consulting LLC 0.03% Add +0.4% 1,310 $149K
General Partner, Inc. 0.09% No change 1,303 $148K
Garde Capital, Inc. 0.01% Add +52.2% 1,303 $148K
Wellington Shields Capital Management, LLC 0.03% No change 1,292 $147K
CarsonAllaria Wealth Management, Ltd. 0.08% Add +0.4% 1,282 $146K
Smithfield Trust Co 0.01% No change 1,272 $145K
Creative Financial Designs Inc. 0.01% No change 1,267 $144K
Capital Advisors, Ltd. LLC 0.02% Add +0.8% 1,263 $144K
Fca Corp. 0.04% New 1,000 $141K
PFG Private Wealth Management, LLC 0.08% Add +7.7% 1,233 $140K
Sittner & Nelson, LLC 0.06% No change 1,219 $139K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 1,200 $137K
McIlrath & Eck, LLC 0.02% Add +2.4% 1,194 $136K
Peoples Bank 0.09% Reduce -0.4% 1,182 $135K
Hantz Financial Services, Inc. 0.00% Reduce -0.5% 1,153 $131K
Park Place Capital Corp 0.04% Reduce -34.4% 1,149 $131K
Centennial Bank 0.06% Reduce -5.2% 1,125 $128K
Riverview Trust Co 0.12% Reduce -0.6% 1,119 $127K
AdvisorNet Financial, Inc 0.01% Reduce -11.1% 1,100 $125K
FNY Investment Advisers, LLC 0.07% New 1,100 $125K
Grove Bank & Trust 0.02% Add +12.8% 1,088 $124K
Penserra Capital Management LLC 0.00% Add +2905.6% 1,082 $123K
Global Financial Private Client, LLC 0.05% Reduce -1.4% 1,078 $123K
Continuum Advisory, LLC 0.02% Reduce -0.7% 1,067 $122K
Security National Bank 0.02% Reduce -17.5% 1,054 $120K
American Capital Advisory, LLC 0.07% No change 1,053 $120K
Tradewinds Capital Management, LLC 0.03% Reduce -22.0% 1,034 $118K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +28.6% 1,007 $115K
Global Trust Asset Management, LLC 0.04% Add +4.3% 1,005 $115K
Mechanics Financial Corp 0.05% No change 1,000 $114K
Endeavor Private Wealth, Inc. 0.11% — 987 $112K
City State Bank 0.04% No change 987 $112K
CVA Family Office, LLC 0.02% Add +11.8% 966 $110K
American National Bank & Trust 0.01% No change 961 $109K
Mark Sheptoff Financial Planning, LLC 0.06% No change 960 $109K
MV Capital Management, Inc. 0.01% Add +23.4% 956 $109K
Tanglewood Legacy Advisors, LLC 0.05% No change 950 $108K
Criterion Capital Advisors, LLC 0.07% No change 735 $104K
Broadwater Capital Management LLC 0.08% No change 900 $103K
Empirical Asset Management, LLC 0.03% Add +47.7% 35,148 $102K
ORG Partners LLC 0.01% No change 888 $101K
Plato Investment Management Ltd 0.01% Reduce -62.2% 880 $101K
Valley National Advisers Inc. 0.02% Add +0.6% 879 $100K
Caitong International Asset Management Co., Ltd 0.10% — 870 $99K
Optimum Investment Advisors 0.04% No change 838 $95K
Beacon Capital Management, LLC 0.01% Add +13.7% 831 $95K
CoreCap Advisors, LLC 0.00% Reduce -27.4% 793 $90K
Avion Wealth 0.02% Reduce -2.1% 793 $90K
Asset Planning,Inc 0.07% — 787 $90K
TFC Financial Management, Inc. 0.01% Add +266.1% 787 $90K
Gleason Group, Inc. 0.02% Add +0.9% 753 $86K
Missouri Trust & Investment Co 0.03% Reduce -11.4% 749 $85K
Rialto Wealth Management, LLC 0.03% — 744 $85K
First Financial Corp. 0.04% Add +682.1% 743 $85K
Beaird Harris Wealth Management, LLC 0.01% Add +1.2% 743 $85K
Motco 0.01% No change 726 $83K
Brown, Lisle/Cummings, Inc. 0.02% Add +161.8% 720 $82K
Eagle Bay Advisors LLC 0.05% No change 714 $81K
WR Wealth Planners, LLC 0.03% Reduce -26.1% 708 $81K
Kentucky Trust Co 0.05% — 700 $80K
Miller Wealth Advisors, LLC 0.04% Add +0.6% 692 $79K
Glen Eagle Advisors, LLC 0.01% Reduce -8.6% 692 $79K
Toth Financial Advisory Corp. 0.01% No change 682 $78K
Piscataqua Savings Bank 0.07% No change 681 $78K
Putney Financial Group LLC 0.07% — 679 $77K
Golden State Wealth Management, LLC 0.01% — 675 $77K
Clark Wealth Partners 0.06% — 673 $77K
Strategic Investment Solutions, Inc. 0.03% Reduce -1.1% 605 $76K
JNBA Financial Advisors 0.01% No change 655 $75K
Godsey & Gibb, Inc. 0.01% Reduce -45.7% 650 $74K
Bayforest Capital Ltd 0.09% — 644 $73K
Plante Moran Financial Advisors, LLC 0.01% No change 644 $73K
Tortoise Investment Management, LLC 0.01% Add +16.1% 633 $72K
Kimelman & Baird, LLC 0.01% No change 625 $71K
Cassady Schiller Wealth Management, LLC 0.03% Add +0.5% 624 $71K
Sound Income Strategies, LLC 0.00% Add +34.8% 620 $71K
PFS Partners, LLC 0.04% Add +0.7% 617 $70K
Main Street Group, LTD 0.03% Reduce -0.2% 615 $70K
Basso Capital Management, L.P. 0.06% No change 612 $70K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +69.4% 610 $69K
2UniFi Bank 0.05% — 604 $69K
Murphy & Mullick Capital Management Corp 0.06% — 603 $69K
Intact Investment Management Inc. 0.00% New 600 $68K
Stonebridge Financial Group, LLC 0.01% — 575 $66K
Koesten, Hirschmann & Crabtree, INC. 0.04% No change 574 $65K
Foster Dykema Cabot & Partners, LLC 0.01% No change 573 $65K
Pin Oak Investment Advisors Inc. 0.06% No change 485 $64K
Transce3nd, LLC 0.02% — 556 $63K
Duncker Streett & Co. Inc. 0.01% Reduce -15.2% 556 $63K
Tower View Wealth Management LLC 0.03% Add +0.9% 544 $62K
Pittenger & Anderson Inc. 0.00% Add +3.8% 543 $62K
Advantage Trust Co 0.04% Reduce -9.1% 537 $61K
Front Row Advisors LLC 0.02% No change 535 $61K
JFS Wealth Advisors, LLC 0.00% Reduce -3.8% 526 $60K
Raleigh Capital Management Inc. 0.02% Add +222.8% 523 $60K
Key Financial Inc 0.01% Add +3.8% 514 $59K
Loomis Sayles & Co. L P 0.00% Reduce -10.7% 511 $58K
Painted Porch Advisors LLC 0.03% Add +61.7% 503 $57K
Flagship Wealth Advisors, LLC 0.03% — 500 $57K
Investment Research & Advisory Group, Inc. 0.02% No change 500 $57K
Acima Private Wealth, LLC 0.02% No change 500 $57K
DecisionPoint Financial, LLC 0.02% No change 500 $57K
Evermay Wealth Management LLC 0.01% Reduce -41.2% 500 $57K
Aventura Private Wealth, LLC 0.03% — 498 $57K
Concord Wealth Partners 0.01% Reduce -8.4% 491 $56K
First Command Advisory Services, Inc. 0.00% Reduce -41.5% 483 $55K
Millstone Evans Group, LLC 0.04% — 481 $55K
Covestor Ltd 0.03% Reduce -9.7% 464 $53K
Oarsman Capital, Inc. 0.01% Reduce -36.0% 459 $52K
Crowley Wealth Management, Inc. 0.05% — 455 $52K
Medallion Wealth Advisors, LLC 0.02% — 429 $49K
SBI Securities Co., Ltd. 0.00% — 428 $49K
Reyes Financial Architecture, Inc. 0.04% — 418 $48K
Financially Speaking Inc 0.03% — 416 $47K
Morgan Dempsey Capital Management LLC 0.02% Reduce -99.1% 415 $47K
Sugar Maple Asset Management, LLC 0.04% New 410 $47K
Whipplewood Advisors, LLC 0.03% — 401 $46K
Financial Gravity Companies, Inc. 0.01% No change 397 $45K
Evolution Advisers, Inc. 0.02% Add +5.2% 403 $45K
PrairieView Partners, LLC 0.00% No change 383 $43K
Manchester Capital Management LLC 0.00% Add +4.8% 372 $42K
Hemington Wealth Management 0.01% Add +2.2% 372 $42K
Catalyst Capital Advisors LLC 0.00% Reduce -0.8% 363 $41K
EnRich Financial Partners LLC 0.01% No change 360 $41K
Prestige Wealth Management Group LLC 0.01% Reduce -35.8% 358 $41K
Battery Global Advisors, LLC 0.02% No change 358 $41K
Legend Financial Advisors, Inc. 0.03% No change 350 $40K
Rogco, LP 0.02% No change 350 $40K
Arlington Trust Co LLC 0.01% Reduce -5.4% 348 $40K
Mattson Financial Services, LLC 0.01% New 300 $39K
CBIZ Investment Advisory Services, LLC 0.00% Add +4.7% 335 $38K
Bellwether Advisors, LLC 0.01% New 329 $37K
Menard Financial Group LLC 0.02% New 327 $37K
Truvestments Capital LLC 0.01% Add +175.4% 325 $37K
Private Wealth Management Group, LLC 0.01% Reduce -11.1% 321 $37K
New England Capital Financial Advisors LLC 0.02% Add +0.6% 321 $37K
Copia Wealth Management 0.03% — 317 $36K
Hoese & Co LLP 0.03% Reduce -24.9% 302 $34K
Future Financial Wealth Managment LLC 0.03% Reduce -33.3% 300 $34K
SRH Advisors, LLC 0.01% No change 299 $34K
Centerpoint Advisors, LLC 0.01% No change 300 $34K
Bell Investment Advisors, Inc 0.01% Reduce -10.0% 296 $34K
Longview Financial Advisors LLC 0.02% — 286 $33K
Crews Bank & Trust 0.01% — 285 $32K
Steph & Co. 0.01% No change 276 $31K
Trust Co 0.00% No change 276 $31K
Compass Financial Services Inc 0.02% — 275 $31K
West Branch Capital LLC 0.01% No change 275 $31K
Olistico Wealth, LLC 0.02% No change 274 $31K
YANKCOM Partnership 0.02% — 274 $31K
NFSG Corp 0.01% New 274 $31K
Coston, McIsaac & Partners 0.01% No change 276 $31K
Tsfg, LLC 0.01% No change 271 $31K
Kings Path Partners LLC 0.01% No change 272 $31K
Webster Bank, N. A. 0.00% Add +48.4% 270 $31K
Physician Wealth Advisors, Inc. 0.01% New 269 $31K
Fortitude Family Office, LLC 0.01% Add +16.7% 266 $30K
Human Investing LLC 0.01% New 264 $30K
CNB Bank 0.01% No change 257 $29K
Heritage Wealth Advisors 0.00% Reduce -39.6% 256 $29K
Winnacle Wealth LLC 0.03% — 255 $29K
Wood Tarver Financial Group, LLC 0.01% — 262 $29K
Rise Advisors, LLC 0.01% Add +0.8% 254 $29K
Pacifica Partners Inc. 0.01% Reduce -1.6% 251 $29K
FLP Wealth Management, LLC 0.07% — 250 $28K
Cornerstone National Bank & Trust Co 0.01% No change 250 $28K
Clearstead Trust, LLC 0.01% No change 250 $28K
Signature Resources Capital Management, LLC 0.03% No change 250 $28K
SJS Investment Consulting Inc. 0.00% Reduce -2.7% 249 $28K
Gen-Wealth Partners Inc 0.01% No change 247 $28K
Tacita Capital Inc 0.02% Reduce -37.3% 245 $28K
Graney & King, LLC 0.02% — 245 $28K
Stephens Consulting, LLC 0.01% Add +83.5% 244 $28K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -99.4% 241 $27K
Core Alternative Capital 0.01% No change 236 $27K
Pacific Center for Financial Services 0.01% New 233 $27K
Values First Advisors, Inc. 0.01% Add +0.9% 231 $26K
Ascentis Wealth Management, LLC 0.01% Reduce -59.6% 230 $26K
Cornerstone Planning Group LLC 0.01% Reduce -5.8% 212 $26K
J.Safra Asset Management Corp 0.00% New 224 $25K
Bogart Wealth, LLC 0.00% Add +120.0% 220 $25K
Bruce G. Allen Investments, LLC 0.02% Add +10.1% 219 $25K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 219 $25K
Bank & Trust Co 0.02% No change 217 $25K
Founders Capital Management 0.02% No change 215 $24K
Glass Jacobson Investment Advisors llc 0.01% Add +0.5% 213 $24K
Morton Brown Family Wealth, LLC 0.01% No change 207 $24K
GW&K Investment Management, LLC 0.00% Add +6.9% 202 $23K
Fourth Dimension Wealth, LLC 0.01% — 200 $23K
Robinswood Financial LLC 0.01% No change 200 $23K
First United Bank & Trust 0.01% No change 200 $23K
FWL Investment Management, LLC 0.01% No change 200 $23K
GoalVest Advisory LLC 0.01% No change 200 $23K
Hoey Investments, Inc. 0.00% No change 200 $23K
FSC Wealth Advisors, LLC 0.01% No change 199 $23K
Navigoe, LLC 0.02% — 200 $22K
Ruedi Wealth Management, Inc. 0.01% No change 190 $22K
TruNorth Capital Management, LLC 0.01% Add +26.0% 189 $22K
Salomon & Ludwin, LLC 0.00% No change 189 $22K
Atlatl Advisers LLC 0.01% — 186 $21K
Silvant Capital Management LLC 0.00% No change 186 $21K
Coppell Advisory Solutions LLC 0.00% Reduce -70.9% 188 $21K
First PREMIER Bank 0.01% No change 184 $21K
Lavaca Capital LLC 0.01% New 184 $21K
Valley Wealth Managers, Inc. 0.00% No change 175 $20K
Parvin Asset Management, LLC 0.02% — 173 $20K
Byrne Asset Management LLC 0.02% No change 173 $20K
Lagoda Investment Management, L.P. 0.01% No change 170 $19K
Mainstream Capital Management LLC 0.01% New 168 $19K
SOA Wealth Advisors, LLC. 0.00% Add +0.6% 167 $19K
Northwest Bank & Trust Co 0.01% No change 138 $18K
Legacy Bridge, LLC 0.01% No change 161 $18K
Atticus Wealth Management, LLC 0.01% No change 160 $18K
Parkworth Wealth Management, Inc. 0.01% — 157 $18K
GKV Capital Management Co., Inc. 0.01% — 156 $18K
Cape Investment Advisory, Inc. 0.01% New 151 $17K
Lummis Asset Management, LP 0.02% No change 150 $17K
Burkett Financial Services, LLC 0.01% Add +0.7% 147 $17K
Blue Bell Private Wealth Management, LLC 0.00% No change 145 $17K
Wolff Wiese Magana LLC 0.01% Reduce -9.4% 144 $16K
BOK Financial Private Wealth, Inc. 0.00% Reduce -25.4% 144 $16K
Fairscale Capital, LLC 0.01% Add +0.7% 144 $16K
Clear Investment Research, LLC 0.02% No change 139 $16K
MeadowBrook Investment Advisors LLC 0.01% No change 137 $16K
Albion Financial Group 0.00% New 127 $14K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -84.1% 125 $14K
Roxbury Financial LLC 0.01% — 103 $14K
Promus Capital, LLC 0.01% — 121 $14K
Fairway Wealth LLC 0.01% New 118 $13K
Creative Capital Management Investments LLC 0.01% Add +17.0% 117 $13K
Richardson Capital Management LLC 0.01% No change 115 $13K
Roble, Belko & Company, Inc 0.00% No change 110 $13K
Midwest Capital Advisors, LLC 0.01% — 114 $13K
First Community Trust NA 0.01% No change 111 $13K
Sierra Ocean, LLC 0.01% — 106 $12K
LGT Financial Advisors LLC 0.03% Add +0.9% 107 $12K
Westend Capital Management, LLC 0.00% No change 106 $12K
Harvest Fund Management Co., Ltd 0.00% Reduce -18.1% 109 $12K
Ameriflex Group, Inc. 0.01% — 100 $12K
Bfsg, LLC 0.00% No change 103 $12K
Valued Wealth Advisors LLC 0.01% Add +20.0% 102 $12K
Wingate Wealth Advisors, Inc. 0.01% — 100 $11K
Summit Securities Group LLC 0.00% New 100 $11K
Barrett & Company, Inc. 0.00% No change 100 $11K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 96 $11K
Operose Advisors LLC 0.00% Reduce -45.5% 96 $11K
High Note Wealth, LLC 0.00% New 95 $11K
Holos Integrated Wealth LLC 0.01% — 90 $10K
Central Pacific Bank - Trust Division 0.00% No change 89 $10K
MPWM Advisory Solutions, LLC 0.01% — 87 $10K
Pineridge Advisors LLC 0.00% Add +1.2% 86 $10K
HighMark Wealth Management LLC 0.01% Add +1.2% 86 $10K
IAG Wealth Partners, LLC 0.00% Reduce -54.0% 85 $10K
Optiver Holding B.V. 0.00% New 83 $9K
University of Texas/Texas Am Investment Management Co. 0.00% No change 81 $9K
Abound Wealth Management 0.00% Reduce -22.9% 81 $9K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.03% No change 80 $9K
Keener Financial Planning LLC 0.01% No change 82 $9K
Sachetta, LLC 0.00% Reduce -29.5% 74 $8K
Raffa Wealth Management, LLC 0.00% No change 74 $8K
Dunhill Financial, LLC 0.00% Add +2.8% 73 $8K
PSI Advisors, LLC 0.00% No change 69 $8K
Principia Wealth Advisory, LLC 0.01% — 63 $7K
Financial Perspectives, Inc 0.00% No change 63 $7K
Transcendent Capital Group LLC 0.00% New 62 $7K
Center for Financial Planning, Inc. 0.00% No change 57 $6K
Synergy Asset Management, LLC 0.00% New 49 $6K
Crewe Advisors LLC 0.00% Reduce -1.8% 56 $6K
Red Tortoise LLC 0.00% No change 56 $6K
Anfield Capital Management, LLC 0.00% No change 53 $6K
Noble Wealth Management PBC 0.00% — 51 $6K
Accredited Wealth Management, LLC 0.01% — 50 $6K
Hopwood Financial Services, Inc. 0.00% — 50 $6K
Prudent Man Investment Management, Inc. 0.00% — 50 $6K
Financial Freedom, LLC 0.00% No change 50 $6K
Christopher J. Hasenberg, Inc 0.00% No change 50 $6K
WPG Advisers, LLC 0.01% — 49 $6K
Kestra Investment Management, LLC 0.00% New 47 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% — 44 $5K
RE Dickinson Investment Advisors, LLC 0.00% No change 43 $5K
Maryland Capital Advisors Inc. 0.00% No change 42 $5K
Cedar Mountain Advisors, LLC 0.00% No change 42 $5K
Vermillion & White Wealth Management Group, LLC 0.00% New 38 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -68.1% 37 $4K
Horrell Capital Management, Inc. 0.00% No change 34 $4K
Fiduciary Advisors, Inc. 0.00% — 35 $4K
Tidemark, LLC 0.00% No change 31 $4K
Highline Wealth Partners LLC 0.00% Reduce -9.1% 30 $3K
Cetera Trust Company, N.A 0.00% No change 30 $3K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 30 $3K
Thompson Investment Management, Inc. 0.00% No change 30 $3K
CGC Financial Services, LLC 0.00% No change 28 $3K
Financial Connections Group, Inc. 0.00% No change 30 $3K
Decker Retirement Planning Inc. 0.00% — 26 $3K
BankPlus Trust Department 0.00% — 26 $3K
Oliver Lagore Vanvalin Investment Group 0.00% No change 26 $3K
FSA Wealth Management LLC 0.00% Reduce -72.5% 25 $3K
Trivant Custom Portfolio Group, LLC 0.00% No change 25 $3K
Spurstone Advisory Services, LLC 0.05% — 25 $3K
Delta Asset Management LLC 0.00% No change 25 $3K
WealthCollab, LLC 0.00% No change 24 $3K
True Wealth Design, LLC 0.00% Add +26.3% 24 $3K
PayPay Securities Corp 0.11% New 23 $3K
Park Square Financial Group, LLC 0.00% — 23 $3K
Catherine Avery Investment Management LLC 0.00% — 21 $2K
Iron Horse Wealth Management, LLC 0.00% No change 20 $2K
Atala Financial Inc 0.00% — 20 $2K
Country Trust Bank 0.00% No change 19 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 19 $2K
WealthTrak Capital Management LLC 0.00% — 16 $2K
Caitlin John, LLC 0.00% No change 14 $2K
Anderson Financial Strategies, LLC 0.00% — 14 $2K
Ridgewood Investments LLC 0.00% No change 14 $2K
Aspect Partners, LLC 0.00% No change 10 $1K
Financial Network Wealth Advisors LLC 0.00% Reduce -96.8% 9 $1K
1620 Investment Advisors, Inc. 0.00% No change 9 $1K
Sugarloaf Wealth Management, LLC 0.00% No change 8 $911
Stance Capital LLC 0.00% — 7 $798
Old Second National Bank of Aurora 0.00% New 5 $570
Tucker Asset Management LLC 0.00% No change 5 $570
Fairman Group, LLC 0.00% Reduce -50.0% 4 $456
Pillar Financial Advisors, LLC 0.00% — 2 $228
Lanark Financial, Inc. 0.01% — 1 $156
St. Johns Investment Management Company, LLC 0.00% No change 1 $114
Atwood & Palmer Inc. 0.00% No change 1 $114
Rakuten Securities, Inc. 0.00% Reduce -80.0% 1 $114

"% of holder's portfolio" is PSX's weight in each manager's 13F, not the share of Phillips 66 the manager owns.