Phillips 66PSX

13F holders, Q1 2025 (March 31)
1,794holders +13
152new positions
132sold out
9famous investors
$123.18avg. 13F price*

At the end of Q1 2025, 1,794 institutions reported holding Phillips 66 (PSX) in their 13F filings, up 13 from Q4 2024. 152 opened new positions and 132 sold out. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock, Inc. ($3.7B) and State Street Corp. ($3.2B). 9 famous investors held it, including Paul Singer (17.8% of Elliott Investment Management's portfolio), Bill Nygren (2.9% of Harris Associates (Oakmark Funds)'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions152$112.0M
Exits132$418.9M

All 13F filers, Q4 2024 → Q1 2025: 31,819,718 shares bought and 31,015,802 shares sold, net +803,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,794 holders

Vanguard Group Inc. 0.09% Reduce -0.3% 40,389,159 $5.0B
BlackRock, Inc. 0.08% Reduce -2.0% 29,909,169 $3.7B
State Street Corp. 0.13% Reduce -1.8% 26,054,785 $3.2B
Wells Fargo & Company 0.48% Reduce -0.5% 15,953,749 $2.0B
Elliott Investment Management 17.78% Add +1929.0% 15,725,000 $1.9B
Harris Associates (Oakmark Funds) 2.87% Add +18.4% 13,834,824 $1.7B
Bank of New York Mellon Corp 0.22% Reduce -5.2% 8,857,505 $1.1B
Geode Capital Management, LLC 0.09% Add +3.1% 8,794,337 $1.1B
Morgan Stanley 0.06% Add +1.0% 6,745,351 $832.9M
T. Rowe Price Associates Inc. 0.10% Add +11.3% 6,709,108 $828.4M
Invesco Ltd. 0.11% Add +15.9% 4,765,866 $588.5M
UBS Group AG 0.13% Reduce -49.0% 4,633,868 $572.2M
Northern Trust Corp. 0.08% Reduce -3.3% 4,439,651 $548.2M
Norges Bank 0.07% Reduce -1.2% 4,314,125 $532.7M
Nomura Holdings Inc. 2.78% Add +724.8% 4,208,161 $519.6M
FMR LLC 0.03% Add +34.6% 4,169,006 $514.8M
Bank of America Corp. 0.05% Reduce -4.3% 4,129,459 $509.9M
Goldman Sachs Group Inc. 0.09% Add +11.1% 3,781,064 $466.9M
Dimensional Fund Advisors LP 0.11% Reduce -7.2% 3,726,262 $460.0M
Barrow Hanley Mewhinney & Strauss LLC 1.43% Add +57.5% 3,196,186 $394.7M
Charles Schwab Investment Management Inc. 0.07% Add +3.3% 3,103,316 $383.2M
JPMorgan Chase & Co. 0.03% Add +57.2% 2,716,777 $335.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +1.5% 2,572,986 $317.7M
Legal & General Group Plc 0.08% Add +0.6% 2,311,152 $285.4M
Barclays PLC 0.12% Reduce -71.4% 2,110,429 $260.6M
Amundi 0.09% Reduce -38.0% 2,284,860 $244.9M
Envestnet Asset Management Inc. 0.07% Add +1.9% 1,762,512 $217.6M
Jacobs Levy Equity Management, Inc. 0.76% Add +0.7% 1,552,413 $191.7M
Raymond James Financial Inc. 0.07% Add +2.6% 1,520,782 $187.8M
LSV Asset Management 0.45% Reduce -11.9% 1,514,526 $187.0M
Bahl & Gaynor LLC 0.92% Reduce -7.9% 1,468,353 $181.3M
HSBC Holdings PLC 0.12% Reduce -10.4% 1,459,471 $179.9M
Boston Partners 0.22% Reduce -43.5% 1,441,606 $177.9M
Nuveen, LLC 0.05% — 1,267,262 $156.5M
National Pension Service 0.14% Add +5.3% 1,180,552 $145.8M
Deutsche Bank AG 0.06% Reduce -54.3% 1,178,611 $145.5M
Swiss National Bank 0.10% Reduce -1.5% 1,164,750 $143.8M
Neuberger Berman Group LLC 0.11% Add +209.0% 1,041,946 $128.7M
Massachusetts Financial Services Co. 0.04% Reduce -10.1% 995,595 $122.9M
Mariner, LLC 0.20% Add +4.6% 993,065 $122.6M
BNP Paribas Financial Markets 0.09% Add +113.6% 990,914 $122.4M
Alliancebernstein L.P. 0.04% Reduce -8.1% 975,977 $120.5M
Healthcare of Ontario Pension Plan Trust Fund 0.27% Reduce -3.0% 963,724 $119.0M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -2.1% 924,321 $114.1M
Royal Bank of Canada 0.03% Reduce -39.0% 914,046 $112.9M
Allianz Asset Management GmbH 0.16% Reduce -24.6% 898,762 $111.0M
Corient Private Wealth LP 0.18% Reduce -4.1% 896,984 $110.8M
LPL Financial LLC 0.04% Add +17.3% 861,772 $106.4M
PNC Financial Services Group, Inc. 0.05% Add +1.6% 813,474 $100.4M
Rhumbline Advisers 0.09% Add +3.1% 789,440 $97.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +13.4% 739,326 $91.3M
Bank of Montreal 0.04% Reduce -13.4% 672,674 $83.1M
California Public Employees Retirement System 0.06% Reduce -3.9% 670,339 $82.8M
Fayez Sarofim & Co 0.20% Reduce -6.0% 663,943 $82.0M
Truist Financial Corp. 0.12% Add +2.3% 586,515 $72.4M
Principal Financial Group Inc. 0.04% Add +2.6% 531,381 $65.6M
Stonegate Investment Group, LLC 1.72% Add +1.8% 520,170 $64.2M
M&T Bank Corp 0.23% Reduce -2.7% 507,283 $62.6M
Canada Pension Plan Investment Board 0.06% Reduce -15.5% 503,474 $62.2M
Ameriprise Financial Inc. 0.02% Reduce -2.0% 503,383 $62.2M
California State Teachers Retirement System 0.08% Reduce -0.9% 492,933 $60.9M
Jane Street Group, LLC 0.11% Reduce -14.7% 479,716 $59.2M
Citigroup Inc. 0.04% Add +31.6% 451,767 $55.8M
Stifel Financial Corp. 0.06% Add +20.6% 447,485 $55.3M
Russell Investments Group, Ltd. 0.08% Add +18.3% 446,528 $55.1M
New York State Common Retirement Fund 0.08% Reduce -3.2% 429,977 $53.1M
Recurrent Investment Advisors LLC 4.35% Add +5.7% 415,614 $51.3M
Capitolis Liquid Global Markets LLC 0.45% Reduce -67.2% 410,000 $50.6M
Focus Partners Wealth 0.13% Add +1.6% 409,156 $50.5M
Adage Capital Partners Gp, L.L.C. 0.09% Add +1.5% 401,901 $49.6M
State Board of Administration of Florida Retirement System 0.09% No change 386,602 $47.7M
Prudential Financial Inc. 0.07% Reduce -23.6% 377,687 $46.6M
National Bank of Canada 0.05% Reduce -67.1% 373,421 $46.1M
First Trust Advisors LP 0.04% Add +3.5% 373,291 $46.1M
HighTower Advisors, LLC 0.06% Add +0.0% 368,763 $45.5M
Davis R M Inc. 0.87% Add +0.2% 350,142 $43.2M
RNC Capital Management LLC 2.11% Add +0.6% 334,871 $41.3M
Manufacturers Life Insurance Company, The 0.04% Add +0.6% 317,691 $39.2M
New York State Teachers Retirement System 0.09% Reduce -7.2% 312,546 $38.6M
Commonwealth Equity Services, LLC 0.05% Add +3.0% 300,788 $37.1M
AQR Capital Management 0.04% Add +148.0% 302,484 $37.1M
State of Wisconsin Investment Board 0.10% Add +16.7% 298,807 $36.9M
Aviva PLC 0.09% Add +15.9% 292,941 $36.2M
Franklin Resources Inc. 0.01% Add +0.3% 287,534 $35.5M
Miller Howard Investments Inc. 1.12% Add +0.1% 285,566 $35.3M
Old Republic International Corp. 1.35% No change 280,600 $34.6M
ZWJ Investment Counsel Inc. 1.35% Add +4.8% 269,056 $33.2M
Ofi Invest Asset Management 0.86% Add +36.6% 287,589 $32.9M
CANADA LIFE ASSURANCE Co 0.06% Add +2.4% 261,536 $32.4M
Victory Capital Management Inc. 0.03% Reduce -18.9% 261,578 $32.3M
Advisory Resource Group 6.45% Add +6.8% 256,327 $31.7M
&partners 0.34% Reduce -9.1% 259,618 $31.6M
Teachers Retirement System of the State of Kentucky 0.28% Add +23.4% 252,730 $31.2M
Fort Washington Investment Advisors Inc. 0.19% Add +4.1% 248,069 $30.6M
US Bancorp \de 0.04% Reduce -1.3% 247,674 $30.6M
Van Eck Associates Corp. 0.04% Add +0.2% 244,041 $30.1M
Korea Investment CORP 0.07% Reduce -12.4% 240,334 $29.7M
Great Lakes Advisors, LLC 0.27% Reduce -21.6% 243,804 $29.7M
Creative Planning 0.03% Add +6.4% 237,681 $29.3M
Baird Financial Group, Inc. 0.06% Add +5.1% 235,039 $29.0M
Todd Asset Management LLC 0.68% Add +25.1% 235,017 $29.0M
MML Investors Services, LLC 0.09% Add +1.8% 230,474 $28.5M
Stack Financial Management, Inc 2.31% Reduce -0.6% 224,132 $27.7M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -0.2% 219,656 $27.1M
Janney Montgomery Scott LLC 0.07% Reduce -1.1% 214,184 $26.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -25.9% 213,256 $26.3M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -2.1% 205,223 $25.3M
TCTC Holdings, LLC 0.89% Add +26.5% 204,264 $25.2M
DekaBank Deutsche Girozentrale 0.05% Add +2.1% 203,702 $24.7M
Royal London Asset Management Ltd. 0.06% Add +12.4% 194,858 $24.1M
Natixis Advisors, LLC 0.04% Add +2.1% 193,222 $23.9M
Alps Advisors Inc. 0.14% Reduce -3.4% 190,652 $23.5M
Hikari Power Ltd 1.86% No change 190,330 $23.5M
Treasurer of the State of North Carolina 0.09% Add +4.1% 188,934 $23.3M
Pictet Asset Management Holding SA 0.03% Reduce -27.3% 185,548 $22.9M
Pacer Advisors, Inc. 0.06% Reduce -12.9% 183,937 $22.7M
Nisa Investment Advisors, LLC 0.11% Reduce -26.8% 183,266 $22.6M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.40% Add +8.8% 183,186 $22.6M
Blair William & Co. 0.07% Add +7.2% 182,821 $22.6M
Alyeska Investment Group, L.P. 0.09% Reduce -63.9% 176,589 $21.8M
Public Employees Retirement System of Ohio 0.08% Reduce -5.2% 176,023 $21.7M
Asset Management One Co., Ltd. 0.07% Add +6.5% 169,238 $20.9M
CIBC Private Wealth Group LLC 0.04% Add +65.3% 213,645 $19.8M
Credit Agricole S A 0.07% Add +2.9% 159,929 $19.7M
Wealth Enhancement Advisory Services, LLC 0.04% Add +20.3% 158,934 $19.6M
Empowered Funds, LLC 0.27% Reduce -8.5% 154,136 $19.0M
Rockefeller Capital Management L.P. 0.05% Add +12.1% 152,261 $18.8M
TD Asset Management Inc 0.02% Reduce -1.0% 150,903 $18.6M
Aberdeen Group plc 0.04% Reduce -61.1% 150,613 $18.6M
SG Americas Securities, LLC 0.06% Reduce -22.6% 149,891 $18.5M
Glenmede Trust Co. NA 0.10% Reduce -2.6% 149,700 $18.5M
Border to Coast Pensions Partnership Ltd 0.38% No change 149,162 $18.4M
Citadel Advisors 0.02% Reduce -22.3% 149,082 $18.4M
Chickasaw Capital Management LLC 0.71% Add +5.1% 148,809 $18.4M
Comerica Bank 0.08% Reduce -3.3% 145,826 $18.0M
Toronto Dominion Bank 0.05% Reduce -9.7% 144,783 $17.9M
Lawson Kroeker Investment Management Inc. 3.26% Add +36.5% 142,737 $17.6M
Resona Asset Management Co.,Ltd. 0.10% Add +6.8% 142,764 $17.6M
Marshall Wace, LLP 0.02% Add +27.7% 141,138 $17.4M
State of New Jersey Common Pension Fund D 0.08% Reduce -10.4% 140,695 $17.4M
Keybank National Association 0.07% Reduce -3.0% 140,226 $17.3M
Nomura Asset Management Co. Ltd. 0.05% Add +5.3% 139,470 $17.2M
Cerity Partners LLC 0.04% Add +103.2% 139,341 $17.2M
Sei Investments Co. 0.02% Add +18.5% 138,830 $17.1M
Cetera Investment Advisers 0.03% Add +9.3% 138,417 $17.1M
AMF Tjanstepension AB 0.12% No change 136,865 $16.9M
Torray Investment Partners LLC 2.48% Add +0.8% 134,853 $16.7M
Wallington Asset Management, LLC 2.38% Reduce -0.1% 133,735 $16.5M
F&V Capital Management, LLC 4.26% Reduce -0.9% 133,002 $16.4M
American Assets Investment Management, LLC 1.41% No change 130,800 $16.2M
Janus Henderson Group PLC 0.01% Reduce -53.2% 128,873 $15.7M
Adams Natural Resources Fund, Inc. 2.30% Add +170.5% 373,733 $15.6M
Wellington Management Group LLP 0.00% Reduce -78.6% 126,209 $15.6M
Captrust Financial Advisors 0.04% Reduce -0.7% 125,347 $15.5M
Tortoise Capital Advisors, L.L.C. 0.19% Add +85.3% 124,619 $15.4M
Hikari Tsushin, Inc. 1.02% No change 123,691 $15.3M
Rafferty Asset Management, LLC 0.06% Reduce -16.2% 123,042 $15.2M
Arizona State Retirement System 0.10% Add +1.1% 121,201 $15.0M
Allspring Global Investments Holdings, LLC 0.03% Reduce -1.0% 118,868 $14.8M
Van Lanschot Kempen Investment Management N.V. 0.15% Reduce -31.9% 115,977 $14.3M
USS Investment Management Ltd 0.11% No change 115,794 $14.3M
Gabelli Funds LLC 0.11% Reduce -24.5% 114,225 $14.1M
State of Michigan Retirement System 0.08% Reduce -0.1% 112,012 $13.8M
Public Sector Pension Investment Board 0.06% Add +3.1% 110,431 $13.6M
GF Fund Management Co. LTD. 0.32% Reduce -3.8% 109,388 $13.5M
State of Tennessee, Department of Treasury 0.05% Add +15.6% 108,465 $13.4M
Manning & Napier Advisors LLC 0.16% Reduce -6.1% 108,156 $13.4M
Steward Partners Investment Advisory, LLC 0.12% Add +1.5% 107,476 $13.3M
MetLife Investment Management, LLC 0.07% Reduce -1.9% 107,261 $13.2M
Schwerin Boyle Capital Management Inc. 1.34% Reduce -0.4% 105,236 $13.0M
Osaic Holdings, Inc. 0.03% Reduce -8.5% 104,881 $13.0M
Verity & Verity, LLC 1.13% Add +15.9% 104,622 $12.9M
Bollard Group LLC 0.34% Add +0.8% 104,336 $12.9M
HUB Investment Partners, LLC 0.51% Reduce -0.2% 103,178 $12.7M
Associated Banc-Corp 0.39% Reduce -3.8% 102,343 $12.6M
Nearwater Capital Markets, Ltd 0.35% New 100,000 $12.3M
Sanctuary Advisors, LLC 0.09% Reduce -3.4% 99,972 $12.3M
Kestra Private Wealth Services, LLC 0.21% Add +3.7% 99,616 $12.3M
Richard C. Young & CO., LTD. 1.30% Reduce -5.4% 98,078 $12.1M
Macquarie Group Ltd. 0.02% Reduce -6.1% 98,076 $12.1M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -0.8% 97,524 $12.0M
Verition Fund Management LLC 0.07% Add +34.4% 96,766 $11.9M
Millennium Management 0.01% Reduce -47.5% 96,641 $11.9M
D.A. Davidson & Co. 0.10% Add +52.0% 96,057 $11.9M
Voya Investment Management LLC 0.02% Reduce -48.1% 96,007 $11.9M
Oppenheimer Asset Management Inc. 0.15% Add +1.5% 95,645 $11.8M
Czech National Bank 0.11% Add +6.0% 94,857 $11.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +7.5% 94,445 $11.7M
Eldred Rock Partners, LLC 3.56% Add +10.3% 94,915 $11.7M
Avantax Advisory Services, Inc. 0.07% Add +5.4% 94,085 $11.6M
Ensign Peak Advisors, Inc 0.02% Reduce -11.8% 93,612 $11.6M
STRS Ohio 0.05% Reduce -1.2% 92,332 $11.4M
Mattern Capital Management, LLC 1.45% Reduce -2.3% 92,186 $11.4M
Corebridge Financial, Inc. 0.07% Reduce -3.0% 92,111 $11.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +0.9% 88,922 $11.0M
Retirement Systems of Alabama 0.04% Reduce -0.8% 88,746 $11.0M
CCM Investment Advisers LLC 1.34% Reduce -5.9% 88,233 $10.9M
O'shaughnessy Asset Management, LLC 0.09% Reduce -6.3% 87,522 $10.8M
Viking Fund Management LLC 1.55% Add +29.9% 87,000 $10.7M
Magnetar Financial LLC 0.15% New 85,895 $10.6M
CW Advisors, LLC 0.13% Add +29.6% 84,805 $10.5M
Skba Capital Management LLC 1.55% Reduce -0.3% 84,435 $10.4M
Pathstone Holdings, LLC 0.04% Add +50.3% 83,664 $10.3M
LBP Am SA 0.16% Add +20.8% 83,256 $10.3M
Guggenheim Capital LLC 0.10% Add +25.3% 83,108 $10.3M
ProShare Advisors LLC 0.02% Reduce -1.9% 83,078 $10.3M
Daymark Wealth Partners, LLC 0.44% Add +0.1% 82,943 $10.2M
Heritage Investors Management Corp. 0.35% Add +0.2% 82,539 $10.2M
NewEdge Advisors, LLC 0.06% Add +3.4% 81,525 $10.1M
Amalgamated Bank 0.08% Add +1.1% 80,038 $9.9M
Teacher Retirement System of Texas 0.04% Reduce -39.0% 79,556 $9.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -1.5% 78,984 $9.8M
American Century Companies Inc. 0.01% Reduce -69.7% 78,643 $9.7M
Adell Harriman & Carpenter Inc. 0.73% Reduce -9.3% 78,125 $9.6M
DNB Asset Management AS 0.04% Add +3382.9% 77,390 $9.6M
Marco Investment Management LLC 0.88% Reduce -2.3% 77,147 $9.5M
Kestra Advisory Services, LLC 0.05% Reduce -4.2% 76,624 $9.5M
Two Sigma Advisers, LP 0.02% Add +50.9% 76,500 $9.4M
Daiwa Securities Group Inc. 0.04% Add +11.3% 76,503 $9.4M
Advisory Services Network, LLC 0.18% Reduce -7.1% 76,385 $9.4M
Cambria Investment Management, L.P. 0.66% Reduce -9.0% 76,158 $9.4M
Pacific Heights Asset Management LLC 0.63% Reduce -50.0% 75,000 $9.3M
Simmons Bank 0.69% Reduce -2.0% 74,319 $9.2M
Bryn Mawr Trust Advisors, LLC 0.55% Reduce -4.8% 73,987 $9.1M
Varma Mutual Pension Insurance Co 0.08% Reduce -8.2% 73,800 $9.1M
Spirit of America Management Corp. 1.84% Reduce -1.9% 73,536 $9.1M
Quantinno Capital Management LP 0.06% Add +89.3% 73,174 $9.0M
AXA S.A. 0.03% Reduce -6.5% 73,104 $9.0M
Sendero Wealth Management, LLC 1.25% Add +219.4% 72,651 $9.0M
Visionary Wealth Advisors 0.53% Add +5.5% 72,092 $8.9M
CIBC Asset Management Inc 0.03% Reduce -1.0% 71,976 $8.9M
Calamos Advisors LLC 0.06% Add +1.1% 71,944 $8.9M
Fort Point Capital Partners LLC 0.99% Reduce -0.0% 71,633 $8.8M
Venture Visionary Partners LLC 0.37% Add +0.6% 70,592 $8.7M
Cibc World Market Inc. 0.02% Add +206.4% 69,512 $8.6M
FIL Ltd 0.01% New 68,664 $8.5M
Utah Retirement Systems 0.10% No change 68,367 $8.4M
Susquehanna International Group, LLP 0.01% Reduce -81.3% 67,976 $8.4M
IFM Investors Pty Ltd 0.09% Add +7.6% 67,621 $8.3M
Osborne Partners Capital Management, LLC 0.48% Add +0.4% 66,778 $8.2M
Rodgers Brothers Inc. 1.09% Add +34.6% 66,513 $8.2M
Advisors Capital Management, LLC 0.12% Add +6.7% 63,433 $7.8M
Cypress Capital Group 1.03% Reduce -1.7% 63,410 $7.8M
Foundation Resource Management Inc. 1.23% Reduce -2.4% 63,346 $7.8M
Yousif Capital Management, LLC 0.09% Add +0.8% 61,411 $7.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +45.7% 60,743 $7.5M
Police & Firemen's Retirement System of New Jersey 0.07% No change 59,922 $7.4M
Hamilton Capital Partners Inc. 0.47% Add +7.3% 59,514 $7.3M
Mercer Global Advisors Inc. 0.02% Reduce -33.0% 59,314 $7.3M
Xponance LLC 0.07% Add +1.0% 59,193 $7.3M
Brown Advisory Inc. 0.01% Reduce -19.8% 57,294 $7.1M
Advisors Asset Management, Inc. 0.13% Reduce -10.2% 56,870 $7.0M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.5% 56,568 $7.0M
Alley Investment Management Company, LLC 0.88% Add +1.0% 56,531 $7.0M
Sovereign Investment Advisors, LLC 2.40% No change 42,129 $6.9M
Alaska Permanent Fund Corp 0.10% No change 65,636 $6.8M
New York Life Investment Management LLC 0.07% Reduce -0.4% 55,265 $6.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -2.0% 54,366 $6.7M
Commerce Bank 0.04% Reduce -3.2% 53,588 $6.6M
First Fiduciary Investment Counsel, Inc. 1.40% Reduce -3.0% 52,869 $6.5M
J.W. Cole Advisors, Inc. 0.20% Add +628.7% 52,768 $6.5M
Leavell Investment Management, Inc. 0.32% Reduce -3.3% 52,459 $6.5M
Telos Capital Management, Inc. 0.71% Add +2.5% 52,415 $6.5M
Disciplined Investments, LLC 2.93% Add +0.5% 51,748 $6.4M
Schroder Investment Management Group 0.01% Reduce -4.1% 52,268 $6.4M
Kornitzer Capital Management Inc. 0.13% Reduce -0.5% 51,402 $6.3M
Gotham Asset Management 0.05% Reduce -66.1% 51,313 $6.3M
Nissay Asset Management Corp. /Japan 0.04% Reduce -0.1% 51,293 $6.3M
Brick & Kyle, Associates 2.89% Reduce -1.7% 51,808 $6.3M
Waverly Advisors, LLC 0.08% Add +587.4% 50,438 $6.2M
RBF Capital, LLC 0.39% No change 50,000 $6.2M
Cibc World Markets Corp. 0.05% Reduce -23.9% 49,814 $6.2M
Wealthfront Advisers LLC 0.02% Add +9.1% 49,492 $6.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.9% 49,226 $6.1M
Illinois Municipal Retirement Fund 0.09% Reduce -4.6% 49,225 $6.1M
NewSquare Capital LLC 0.49% Reduce -0.6% 49,747 $6.1M
Mirador Capital Partners LP 1.06% Add +3.9% 49,073 $6.1M
AG2R La Mondiale Gestion D'actifs 0.33% — 52,804 $6.0M
Wolverine Trading, LLC 0.19% Add +125.0% 49,087 $6.0M
State of Alaska, Department of Revenue 0.07% Add +2.8% 48,396 $6.0M
TD Waterhouse Canada Inc. 0.05% Add +45.0% 47,878 $6.0M
Park Avenue Securities LLC 0.07% Add +0.8% 48,156 $5.9M
Scissortail Wealth Management, LLC 1.53% Reduce -0.3% 48,146 $5.9M
Mutual of America Capital Management LLC 0.07% Reduce -2.9% 48,020 $5.9M
Lido Advisors, LLC 0.04% Add +2.7% 48,015 $5.9M
Dakota Wealth Management 0.14% Reduce -5.1% 47,906 $5.9M
Wesbanco Bank Inc. 0.20% Reduce -2.3% 47,740 $5.9M
Bank of Nova Scotia 0.01% Reduce -80.3% 47,545 $5.9M
Royal Fund Management, LLC 0.70% Reduce -6.7% 46,986 $5.9M
Stablepoint Partners, LLC 1.06% Add +8.2% 47,328 $5.8M
Swiss Life Asset Management Ltd 0.04% Add +31.8% 46,976 $5.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +10.4% 47,130 $5.7M
Stolper Co 1.87% Reduce -0.3% 46,147 $5.7M
Prospera Financial Services Inc 0.13% Add +53.3% 45,932 $5.7M
Salem Investment Counselors Inc. 0.20% Add +11.2% 45,884 $5.7M
Kingsview Wealth Management, LLC 0.11% Add +12.4% 45,870 $5.7M
Cohen & Steers, Inc. 0.01% Reduce -50.4% 45,431 $5.6M
MAI Capital Management 0.04% Reduce -3.2% 44,664 $5.5M
Vanguard Personalized Indexing Management, LLC 0.08% Add +14.0% 44,486 $5.5M
Mackenzie Financial Corp. 0.01% Add +3.4% 43,884 $5.4M
Jones Financial Companies LLLP 0.00% Add +29.3% 44,360 $5.4M
Generali Asset Management SPA SGR 0.13% Add +57.5% 43,484 $5.4M
Level Four Advisory Services, LLC 0.22% Add +15.6% 43,307 $5.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -37.4% 43,127 $5.3M
Ieq Capital, LLC 0.04% Add +78.9% 42,938 $5.3M
Colonial Trust Advisors 0.47% Add +0.7% 42,795 $5.3M
Canal Insurance CO 1.24% Add +30.8% 42,500 $5.2M
King Luther Capital Management Corp. 0.02% Add +0.7% 42,383 $5.2M
AlTi Global, Inc. 0.14% Reduce -32.8% 42,232 $5.2M
OP Asset Management Ltd 0.09% — 42,097 $5.2M
Bokf, NA 0.09% Add +13.3% 41,439 $5.1M
Coldstream Capital Management Inc. 0.11% Add +2.6% 41,283 $5.1M
CCM Investment Group, LLC 0.54% Reduce -1.8% 41,683 $5.1M
Kesler, Norman & Wride, LLC 0.96% Reduce -1.4% 40,865 $5.0M
Texas Yale Capital Corp. 0.21% Reduce -20.2% 40,698 $5.0M
Cyndeo Wealth Partners, LLC 0.33% Add +64.0% 40,647 $5.0M
Trajan Wealth LLC 0.27% Add +3.9% 40,641 $5.0M
Atlantic Union Bankshares Corp 0.30% Reduce -3.5% 40,561 $5.0M
Bremer Bank National Association 0.89% Add +9.7% 40,553 $5.0M
Montgomery Investment Management Inc. 1.99% Add +0.0% 40,495 $5.0M
Sienna Gestion 0.40% Reduce -6.1% 41,182 $4.9M
Heritage Trust Co 0.60% Add +5.8% 39,907 $4.9M
Quotient Wealth Partners, LLC 0.16% Add +10.5% 39,410 $4.9M
Aptus Capital Advisors, LLC 0.06% Add +52.8% 39,321 $4.9M
Navellier & Associates Inc. 0.67% Reduce -14.3% 45,278 $4.8M
Brady Family Wealth, LLC 1.54% Add +6.5% 38,990 $4.8M
OMERS ADMINISTRATION Corp 0.04% Add +113.1% 38,952 $4.8M
Shorepoint Capital Partners LLC 1.08% Add +3.1% 38,814 $4.8M
Huntington National Bank 0.05% Reduce -0.5% 38,486 $4.8M
Meyer Handelman Co. 0.17% Reduce -0.3% 38,472 $4.8M
Colonial Trust Co / SC 0.73% Add +0.4% 38,100 $4.7M
Rothschild Investment LLC 0.31% Reduce -0.6% 37,936 $4.7M
Cwm, LLC 0.02% Add +22.5% 37,800 $4.7M
United Capital Financial Advisors, LLC 0.04% Add +8.6% 37,772 $4.7M
UMB Bank, n.a. 0.08% Add +1.6% 37,506 $4.6M
Farmers & Merchants Investments Inc. 0.15% Reduce -1.4% 37,469 $4.6M
Rakuten Investment Management, Inc. 0.02% — 37,747 $4.6M
Cary Street Partners Financial LLC 0.14% Reduce -2.3% 37,149 $4.6M
Pinkerton Wealth, LLC 0.59% Add +5.7% 36,943 $4.6M
Parsons Capital Management Inc. 0.25% Reduce -2.1% 36,718 $4.5M
HM Payson & Co. 0.08% Reduce -1.7% 36,692 $4.5M
River Road Asset Management, LLC 0.06% New 36,647 $4.5M
Ancora Advisors LLC 0.10% Add +0.3% 36,509 $4.5M
New Age Alpha Advisors, LLC 0.20% Add +317.9% 36,020 $4.4M
Gladstone Institutional Advisory LLC 0.21% Add +10.2% 35,866 $4.4M
Altrius Capital Management Inc 1.08% Add +4.1% 35,855 $4.4M
Oregon Public Employees Retirement Fund 0.09% Add +1.2% 35,849 $4.4M
Kenora Financial, LLC 1.82% Reduce -0.3% 35,791 $4.4M
Oppenheimer & Co. Inc. 0.07% Reduce -24.0% 35,676 $4.4M
Private Advisor Group, LLC 0.03% Reduce -3.5% 35,579 $4.4M
Capital Fund Management S.A. 0.06% Reduce -77.7% 35,517 $4.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.6% 35,467 $4.4M
Strategic Planning Group, LLC 0.85% Add +23.7% 35,348 $4.4M
Ashton Thomas Private Wealth, LLC 0.17% Add +10.3% 35,186 $4.3M
Wilmington Savings Fund Society, FSB 0.08% Add +0.4% 35,046 $4.3M
Woodline Partners LP 0.03% Add +40.7% 34,891 $4.3M
Squarepoint Ops LLC 0.01% Reduce -19.8% 34,651 $4.3M
Nations Financial Group Inc, /Ia/ 0.32% Reduce -15.8% 34,279 $4.2M
NorthCoast Asset Management LLC 0.02% Reduce -1.8% 33,927 $4.2M
Balyasny Asset Management L.P. 0.01% Reduce -92.5% 33,804 $4.2M
Opus Investment Management Inc. 2.98% No change 33,800 $4.2M
UniSuper Management Pty Ltd 0.03% Add +3.1% 33,778 $4.2M
Parr McKnight Wealth Management Group, LLC 0.60% Add +4.5% 33,632 $4.2M
Community Bank & Trust, Waco, Texas 0.98% Add +0.1% 33,563 $4.1M
Alpha Omega Wealth Management LLC 0.79% Add +1.7% 33,495 $4.1M
SteelPeak Wealth, LLC 0.18% New 33,357 $4.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.69% Add +37.2% 33,251 $4.1M
Chatham Capital Group, Inc. 0.68% Reduce -1.0% 33,155 $4.1M
Mizuho Securities USA LLC 0.09% Reduce -15.5% 33,068 $4.1M
Composition Wealth, LLC 0.08% Reduce -2.2% 33,066 $4.1M
Ossiam 0.06% New 33,061 $4.1M
Pinnacle Associates Ltd. 0.06% Reduce -0.6% 32,948 $4.1M
Clearbridge Investments, LLC 0.00% Reduce -1.7% 32,933 $4.1M
Vontobel Holding Ltd. 0.01% Reduce -7.2% 32,823 $4.1M
Northeast Financial Consultants Inc 0.18% No change 32,720 $4.0M
Franklin, Parlapiano, Turner & Welch, LLC 1.08% Add +3.9% 32,517 $4.0M
McDonald Partners LLC 1.04% Reduce -0.5% 32,312 $4.0M
NEOS Investment Management LLC 0.08% Add +24.0% 32,348 $4.0M
Tower Research Capital LLC (TRC) 0.12% Add +59.6% 31,951 $3.9M
Elo Mutual Pension Insurance Co 0.09% Reduce -16.7% 31,826 $3.9M
Beacon Financial Group 0.42% Reduce -9.6% 31,459 $3.9M
KBC Group NV 0.01% Reduce -10.7% 31,433 $3.9M
Sequoia Financial Advisors, LLC 0.03% Add +4.6% 30,883 $3.8M
Independent Advisor Alliance 0.13% Add +11.1% 30,820 $3.8M
First American Bank 0.28% Reduce -0.3% 30,261 $3.7M
Two Sigma Investments, LP 0.01% Add +0.5% 30,200 $3.7M
Arkadios Wealth Advisors 0.14% Reduce -38.3% 30,188 $3.7M
Concurrent Investment Advisors, LLC 0.09% Add +45.3% 30,055 $3.7M
Praxis Investment Management Inc. 0.25% Add +12.9% 30,050 $3.7M
Northwest & Ethical Investments L.P. 0.10% Add +42.0% 29,748 $3.7M
Ellerson Group Inc. 2.92% Add +1.1% 29,747 $3.7M
Stratos Investment Management, LLC 0.20% Add +24.1% 29,683 $3.7M
Benjamin Edwards Inc. 0.05% Reduce -10.3% 29,447 $3.6M
Baxter Bros Inc. 0.48% Add +1.0% 29,437 $3.6M
HB Wealth Management, LLC 0.03% Add +29.9% 29,276 $3.6M
Virginia Wealth Management Group, Inc. 2.22% Reduce -3.9% 29,137 $3.6M
SevenBridge Financial Group, LLC 0.71% Add +11.1% 30,224 $3.6M
German American Bancorp, Inc. 0.38% Add +1.6% 28,701 $3.5M
OneDigital Investment Advisors LLC 0.04% Reduce -0.4% 28,635 $3.5M
Beacon Pointe Advisors, LLC 0.04% Reduce -39.5% 28,575 $3.5M
Townsquare Capital LLC 0.04% Add +7.6% 28,481 $3.5M
Glass Wealth Management Co LLC 2.09% Reduce -6.2% 28,229 $3.5M
Kentucky Retirement Systems 0.11% Reduce -2.0% 28,185 $3.5M
Metis Global Partners, LLC 0.10% Add +11.9% 28,155 $3.5M
Holocene Advisors, LP 0.01% Reduce -94.7% 28,092 $3.5M
Atria Wealth Solutions, Inc. 0.04% Add +7.7% 27,834 $3.4M
Federated Hermes, Inc. 0.01% Reduce -54.3% 27,541 $3.4M
Riverview Capital Advisers, LLC 1.07% Reduce -1.2% 27,530 $3.4M
Westchester Capital Management, LLC 0.20% New 27,500 $3.4M
Hilltop Holdings Inc. 0.21% Add +3.0% 27,462 $3.4M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -24.9% 27,238 $3.4M
CENTRAL TRUST Co 0.08% Reduce -3.6% 27,071 $3.3M
Norinchukin Bank, The 0.06% Add +18.5% 27,039 $3.3M
Cardinal Capital Management 0.51% Add +3.4% 26,690 $3.3M
Citizens National Bank Trust Department 0.70% Reduce -2.7% 26,487 $3.3M
Candriam S.C.A. 0.02% Reduce -12.6% 26,272 $3.2M
Principle Wealth Partners LLC 0.23% No change 26,204 $3.2M
First Manhattan Co. Llc. 0.01% Reduce -1.4% 26,079 $3.2M
Voleon Capital Management LP 0.25% Reduce -1.9% 25,961 $3.2M
Sonora Investment Management Group, LLC 0.26% Reduce -1.1% 25,896 $3.2M
Fifth Third Bancorp 0.01% Add +1.3% 25,567 $3.2M
Intech Investment Management LLC 0.03% Reduce -35.6% 25,336 $3.1M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -19.2% 25,240 $3.1M
Hartford Investment Management Co. 0.11% Reduce -1.0% 25,216 $3.1M
Equitable Trust Co. 0.17% Reduce -1.3% 25,008 $3.1M
Prime Capital Investment Advisors, LLC 0.04% Add +5.3% 24,957 $3.1M
Tocqueville Asset Management L.P. 0.05% Reduce -6.2% 24,957 $3.1M
TD Private Client Wealth LLC 0.08% Reduce -5.9% 24,664 $3.0M
Johnson Investment Counsel Inc. 0.03% Reduce -19.0% 24,284 $3.0M
Gulf International Bank (UK) Ltd 0.10% Reduce -27.1% 24,211 $3.0M
O'Keefe Stevens Advisory, Inc. 0.98% Add +0.8% 24,159 $3.0M
DAVENPORT & Co LLC 0.02% Add +1.0% 24,039 $3.0M
Ameritas Investment Partners, Inc. 0.10% Add +0.1% 23,916 $3.0M
DT Investment Partners, LLC 0.28% Reduce -23.1% 23,670 $2.9M
Atria Investments, Inc 0.04% Add +22.6% 23,601 $2.9M
Choreo, LLC 0.05% Reduce -2.3% 23,532 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -50.3% 23,310 $2.9M
Americana Partners, LLC 0.11% Add +8.4% 23,475 $2.9M
Rockline Wealth Management, LLC 0.81% Add +4.5% 23,466 $2.9M
Kintayl Capital LP 2.05% New 23,114 $2.9M
WCM Investment Management, LLC 0.01% Reduce -3.5% 23,395 $2.8M
Oak Thistle LLC 0.56% Add +220.2% 22,532 $2.8M
Silvercrest Asset Management Group LLC 0.02% Add +8.1% 22,337 $2.8M
Louisiana State Employees Retirement System 0.05% No change 22,200 $2.7M
Exencial Wealth Advisors, LLC 0.10% Reduce -10.3% 22,122 $2.7M
Clearwater Capital Advisors, LLC 0.26% New 22,097 $2.7M
M&G PLC 0.02% Reduce -6.2% 22,152 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -1.4% 21,886 $2.7M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -5.1% 21,804 $2.7M
Qsemble Capital Management, LP 0.29% New 21,788 $2.7M
Engineers Gate Manager LP 0.05% Reduce -85.5% 21,740 $2.7M
Procyon Advisors, LLC 0.16% Add +2.5% 21,576 $2.7M
Tokio Marine Asset Management Co. Ltd. 0.10% No change 21,537 $2.7M
Mediolanum International Funds Ltd 0.04% Reduce -3.1% 21,495 $2.6M
Orion Porfolio Solutions, LLC 0.03% Add +10.5% 21,129 $2.6M
Orion Portfolio Solutions, LLC 0.03% Add +10.5% 21,129 $2.6M
Community Bank, N.A. 0.35% Add +4.6% 21,084 $2.6M
Groupama Asset Managment 0.05% Reduce -2.5% 21,257 $2.6M
Financial Counselors Inc. 0.04% Reduce -5.0% 20,919 $2.6M
Compass Wealth Management LLC 0.65% Add +1221.5% 20,629 $2.5M
First Nebraska Trust Co 0.25% Reduce -0.8% 20,593 $2.5M
SWS Partners 0.83% Reduce -3.6% 20,572 $2.5M
Somerset Trust Co 0.90% Add +3.8% 20,550 $2.5M
Wealthspire Advisors, LLC 0.02% Add +96.6% 20,526 $2.5M
Carnegie Investment Counsel 0.06% Add +21.9% 26,060 $2.5M
Azzad Asset Management Inc. 0.30% New 20,430 $2.5M
Argyle Capital Management, LLC 0.94% Add +2.4% 20,417 $2.5M
Becker Capital Management Inc. 0.08% Reduce -1.2% 20,371 $2.5M
GeoSphere Capital Management, LLC 2.94% New 20,356 $2.5M
Crossmark Global Holdings, Inc. 0.04% Add +6.5% 20,325 $2.5M
Mader & Shannon Wealth Management, Inc. 1.42% Reduce -33.1% 20,219 $2.5M
Argonautica Private Wealth Management, Inc. 0.85% Add +1.2% 20,115 $2.5M
U.S. Capital Wealth Advisors, LLC 0.08% Add +37.2% 20,079 $2.5M
Engine Capital Management, LP 0.47% New 20,000 $2.5M
Lighthouse Investment Partners, LLC 0.11% Add +378.5% 20,000 $2.5M
Herold Advisors, Inc. 0.54% Reduce -18.8% 19,923 $2.5M
Intrust Bank NA 0.24% No change 19,860 $2.5M
Icon Wealth Advisors, LLC 0.20% Reduce -6.7% 19,826 $2.4M
Delta Global Management LP 0.18% New 19,778 $2.4M
Acadian Asset Management LLC 0.01% Reduce -30.3% 19,674 $2.4M
DCM Advisors, LLC 1.29% Reduce -4.7% 19,745 $2.4M
QRG Capital Management, Inc. 0.03% Reduce -52.9% 19,603 $2.4M
Cheviot Value Management, LLC 0.30% Add +9.9% 22,592 $2.4M
Brevan Howard Capital Management LP 0.07% New 19,529 $2.4M
Brookstone Capital Management 0.03% Reduce -5.1% 19,516 $2.4M
Commerzbank Aktiengesellschaft 0.06% Reduce -14.4% 19,479 $2.4M
Summit Financial, LLC 0.07% Reduce -1.4% 19,461 $2.4M
Hartford Financial Management Inc. 0.50% Reduce -1.7% 19,456 $2.4M
KMG Fiduciary Partners, LLC 0.20% Add +7.8% 19,416 $2.4M
Mitchell & Pahl Private Wealth, LLC 1.12% Reduce -0.2% 19,392 $2.4M
New Mexico Educational Retirement Board 0.09% Reduce -3.0% 19,328 $2.4M
River Wealth Advisors LLC 0.33% Reduce -12.8% 19,325 $2.4M
Maryland State Retirement & Pension System 0.06% Reduce -12.4% 19,298 $2.4M
International Assets Investment Management, LLC 0.21% Reduce -3.8% 19,260 $2.4M
IFP Advisors, Inc 0.07% Add +165.0% 19,128 $2.4M
Cresset Asset Management, LLC 0.01% Reduce -4.7% 19,075 $2.4M
City Holding Co. 0.33% Reduce -0.3% 19,015 $2.3M
PFW Advisors LLC 0.73% Add +0.5% 18,982 $2.3M
NorthCrest Asset Manangement, LLC 0.07% Add +2.5% 18,877 $2.3M
Tiaa Trust, National Association 0.01% Add +6.7% 18,777 $2.3M
Stock Yards Bank & Trust Co. 0.08% Reduce -3.9% 18,656 $2.3M
Patten & Patten Inc. 0.15% Reduce -6.4% 18,648 $2.3M
Tidal Investments LLC 0.02% Reduce -18.9% 18,581 $2.3M
Cullen/Frost Bankers, Inc. 0.03% Reduce -3.7% 18,578 $2.3M
Mattern Wealth Management LLC 0.50% Reduce -7.9% 18,411 $2.3M
Banque Cantonale Vaudoise 0.10% — 18,367 $2.3M
Stratos Wealth Partners, LTD. 0.03% Reduce -6.2% 18,344 $2.3M
Regions Financial Corp. 0.02% Reduce -1.7% 18,226 $2.3M
Cherokee Insurance Co 0.99% No change 18,150 $2.2M
Catherine Avery Investment Management LLC 1.98% Add +84990.5% 17,869 $2.2M
Bessemer Group Inc. 0.00% Reduce -40.0% 17,756 $2.2M
Synovus Financial Corp. 0.03% Reduce -5.2% 17,743 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -0.5% 17,671 $2.2M
HBK Sorce Advisory LLC 0.06% Add +0.4% 17,638 $2.2M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -1.9% 17,628 $2.2M
Hancock Whitney Corp. 0.07% Add +1.8% 17,575 $2.2M
Snowden Capital Advisors LLC 0.07% Reduce -2.6% 17,504 $2.2M
XML Financial, LLC 0.20% Reduce -0.3% 17,456 $2.2M
Clifford Swan Investment Counsel LLC 0.08% No change 17,452 $2.2M
Inscription Capital, LLC 0.35% — 13,153 $2.1M
Burney Co./ 0.08% Reduce -3.6% 17,364 $2.1M
Profund Advisors LLC 0.09% Reduce -0.0% 17,345 $2.1M
Huntleigh Advisors, Inc. 0.35% Add +3.0% 17,208 $2.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.20% No change 17,120 $2.1M
Simplex Trading, LLC 0.07% Add +50.2% 17,120 $2.1M
Vinva Investment Management Ltd 0.08% Add +0.6% 17,349 $2.1M
F/m Investments LLC 0.08% Reduce -3.9% 17,092 $2.1M
Avantax Planning Partners, Inc. 0.07% Reduce -6.0% 17,067 $2.1M
Wisconsin Capital Management LLC 1.34% Reduce -7.1% 17,030 $2.1M
Auxier Asset Management LLC 0.31% No change 17,017 $2.1M
Moser Wealth Advisors, LLC 1.09% Reduce -2.0% 16,880 $2.1M
Cobblestone Capital Advisors LLC 0.11% Reduce -3.2% 16,765 $2.1M
Northside Capital Management, LLC 0.34% No change 16,725 $2.1M
TBH Global Asset Management, LLC 0.39% Add +1.7% 16,452 $2.0M
Keystone Wealth Services, LLC 0.55% Reduce -1.6% 16,418 $2.0M
Neville Rodie & Shaw Inc. 0.16% Reduce -0.8% 16,403 $2.0M
Allstate Corp. 0.06% Add +31.6% 16,355 $2.0M
Mesirow Financial Investment Management, Inc. 0.04% Add +0.3% 16,306 $2.0M
Cercano Management LLC 0.06% Reduce -58.2% 16,290 $2.0M
Wilkins Investment Counsel Inc. 0.29% Reduce -1.7% 16,262 $2.0M
GTS Securities LLC 0.09% Reduce -20.7% 16,210 $2.0M
Vident Advisory, LLC 0.03% Add +31.9% 15,912 $2.0M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -6.4% 15,754 $1.9M
FourThought Financial Partners, LLC 0.20% Reduce -26.7% 15,682 $1.9M
William B. Walkup & Associates, Inc. 1.18% Add +4.2% 15,662 $1.9M
PFG Investments, LLC 0.12% Add +2.2% 15,647 $1.9M
SouthState Bank Corp 0.09% Add +61.0% 15,628 $1.9M
Great Valley Advisor Group, Inc. 0.04% Reduce -0.7% 15,581 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +14.3% 15,474 $1.9M
Principal Securities, Inc. 0.04% No change 16,739 $1.9M
Wedbush Securities Inc. 0.07% Reduce -6.7% 15,439 $1.9M
Empirical Finance, LLC 0.12% Add +2.0% 15,426 $1.9M
Independent Solutions Wealth Management, LLC 0.42% Add +0.8% 15,323 $1.9M
Harvest Portfolios Group Inc. 0.06% Add +13.8% 15,315 $1.9M
LRT Capital Management, LLC 1.29% Add +94.5% 15,237 $1.9M
Vestmark Advisory Solutions, Inc. 0.05% Add +64.5% 15,216 $1.9M
Koshinski Asset Management, Inc. 0.16% Reduce -0.9% 15,066 $1.9M
Valeo Financial Advisors, LLC 0.05% Add +5.9% 15,019 $1.9M
Stephens Inc. 0.03% Reduce -0.0% 14,984 $1.9M
Nexpoint Asset Management, L.P. 0.18% New 14,962 $1.8M
Caldwell Trust Co 0.20% Add +4.8% 14,924 $1.8M
Assenagon Asset Management S.A. 0.00% Reduce -97.4% 14,893 $1.8M
Bayesian Capital Management, LP 0.30% New 14,800 $1.8M
Crescent Sterling, Ltd. 1.87% Reduce -0.2% 14,747 $1.8M
Haverford Trust Co 0.02% Reduce -1.8% 14,745 $1.8M
Capital Advisors Inc. 0.04% Reduce -1.1% 14,707 $1.8M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -1.9% 14,672 $1.8M
Everett Harris & Co. 0.02% Reduce -12.3% 14,592 $1.8M
Harbour Investment Management LLC 0.81% Reduce -1.0% 14,521 $1.8M
Curbstone Financial Management Corp 0.38% No change 14,504 $1.8M
NewEdge Wealth, LLC 0.03% Reduce -4.7% 14,484 $1.8M
Apollon Wealth Management, LLC 0.04% Add +4.4% 14,474 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +12.2% 14,403 $1.8M
Caprock Group, LLC 0.05% Add +28.7% 14,375 $1.8M
Carret Asset Management, LLC 0.20% Reduce -14.8% 14,338 $1.8M
Kovack Advisors, Inc. 0.19% Add +525.5% 14,324 $1.8M
First Merchants Corp. 0.07% Reduce -14.3% 14,201 $1.8M
NJ State Employees Deferred Compensation Plan 0.23% No change 14,200 $1.8M
Energy Income Partners, LLC 0.03% Add +54.2% 14,035 $1.7M
Savant Capital, LLC 0.01% Reduce -1.0% 14,015 $1.7M
NFJ Investment Group, LLC 0.06% Reduce -4.5% 13,903 $1.7M
Mutual Advisors, LLC 0.05% Reduce -2.3% 16,464 $1.7M
Logan Capital Management Inc. 0.08% No change 13,839 $1.7M
IHT Wealth Management, LLC 0.05% Reduce -0.8% 13,825 $1.7M
Bank Ozk 0.71% Add +26.9% 13,780 $1.7M
Segment Wealth Management, LLC 0.11% Add +30.9% 13,700 $1.7M
Farther Finance Advisors, LLC 0.04% Add +65.6% 13,558 $1.7M
Marion Wealth Management 0.45% Add +2.9% 13,634 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.60% Reduce -2.3% 13,527 $1.7M
Clearstead Advisors, LLC 0.03% Add +3.4% 13,452 $1.7M
CWC Advisors, LLC. 0.94% Add +37.9% 13,439 $1.7M
Private Capital Management, LLC 0.18% Add +0.4% 13,197 $1.6M
Hennion & Walsh Asset Management, Inc. 0.07% Add +3.1% 13,182 $1.6M
YHB Investment Advisors, Inc. 0.14% Add +2.1% 13,165 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 13,135 $1.6M
First National Bank of Omaha 0.11% Reduce -3.2% 13,123 $1.6M
Tweedy, Browne Co LLC 0.14% Reduce -2.8% 13,101 $1.6M
Paragon Capital Management LLC 0.92% Reduce -2.1% 12,989 $1.6M
Cannell & Spears LLC 0.03% Add +10.7% 12,947 $1.6M
Alkeme Wealth, LLC 0.72% Add +1.6% 12,940 $1.6M
Fiduciary Trust Co 0.02% Add +6.0% 12,730 $1.6M
Evercore Wealth Management, LLC 0.03% No change 12,624 $1.6M
Ar Asset Management Inc. 0.36% No change 12,600 $1.6M
Fruth Investment Management 0.43% No change 12,473 $1.5M
Convergence Investment Partners, LLC 0.43% Reduce -29.8% 12,465 $1.5M
Sowell Financial Services LLC 0.07% Add +5.3% 12,392 $1.5M
Rowlandmiller & Partners.adv 0.32% Add +2.2% 12,283 $1.5M
Sigma Planning Corp 0.05% Reduce -3.0% 12,274 $1.5M
Counterweight Ventures, LLC 1.08% Add +6.0% 12,237 $1.5M
Dynamic Technology Lab Private Ltd 0.22% New 12,201 $1.5M
Orca Wealth Management, LLC 1.34% Add +0.2% 12,165 $1.5M
Dynamic Advisor Solutions LLC 0.05% Add +0.0% 12,159 $1.5M
Focus Partners Advisor Solutions, LLC 0.02% Add +28.7% 12,151 $1.5M
Equitable Holdings, Inc. 0.01% Add +9.4% 12,050 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -43.5% 12,005 $1.5M
Pathway Financial Advisers, LLC 0.51% Add +2.4% 11,988 $1.5M
Ostrum Asset Management 0.08% Reduce -2.6% 11,934 $1.5M
Nicholson Wealth Management Group, LLC 0.97% Add +0.0% 11,913 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Reduce -2.1% 11,862 $1.5M
Great Lakes Retirement, Inc. 0.19% Add +8.6% 11,839 $1.5M
Gateway Investment Advisers LLC 0.02% Add +11.3% 11,836 $1.5M
Ethic Inc. 0.03% Add +29.1% 11,744 $1.5M
Sustainable Insight Capital Management, LLC 0.73% New 11,800 $1.5M
Thoroughbred Financial Services, LLC 0.09% Add +6.8% 11,773 $1.5M
Donoghue Forlines LLC 0.46% Reduce -7.0% 11,736 $1.4M
Investment Management Corp of Ontario 0.03% New 11,701 $1.4M
Jump Financial, LLC 0.02% Add +322.4% 11,700 $1.4M
Moneta Group Investment Advisors LLC 0.02% Reduce -0.4% 11,641 $1.4M
Shelton Capital Management 0.03% Reduce -13.9% 11,634 $1.4M
CPC Advisors, LLC 0.20% Reduce -12.9% 11,621 $1.4M
Red Cedar Investment Management, LLC 0.20% No change 11,596 $1.4M
Bangor Savings Bank 0.13% Reduce -3.3% 11,559 $1.4M
First National Advisers, LLC 0.23% Reduce -2.3% 11,481 $1.4M
Greenleaf Trust 0.01% Add +0.8% 11,477 $1.4M
Meeder Advisory Services, Inc. 0.08% Add +15.3% 11,449 $1.4M
Brighton Jones LLC 0.05% Add +11.4% 11,408 $1.4M
Boyd Watterson Asset Management LLC 0.45% Reduce -0.5% 11,307 $1.4M
Bragg Financial Advisors, Inc 0.06% Reduce -0.1% 11,279 $1.4M
Flavin Financial Services, Inc. 1.28% Add +8.0% 11,277 $1.4M
Moors & Cabot, Inc. 0.07% Reduce -3.5% 11,270 $1.4M
Jacobi Capital Management LLC 0.10% Add +0.7% 11,155 $1.4M
Columbia Bank 0.47% Add +3.5% 10,975 $1.4M
Parallel Advisors, LLC 0.03% Add +6.6% 10,959 $1.4M
Ethos Financial Group, LLC 0.13% Add +361.9% 11,334 $1.4M
BBR Partners, LLC 0.09% New 10,780 $1.3M
CFM Wealth Partners LLC 0.23% Reduce -0.2% 10,603 $1.3M
Independent Financial Group, LLC 0.04% Add +9.3% 10,564 $1.3M
Tower Bridge Advisors 0.15% Reduce -0.5% 10,549 $1.3M
Wahed Invest LLC 0.23% Add +3.1% 10,539 $1.3M
Resources Management Corp. /CT/ 0.18% Reduce -6.6% 10,436 $1.3M
Allworth Financial LP 0.01% Reduce -19.8% 12,240 $1.3M
EP Wealth Advisors, LLC 0.01% Add +6.9% 10,372 $1.3M
Merit Financial Group, LLC 0.02% Add +23.4% 10,331 $1.3M
Jeppson Wealth Management, LLC 0.47% Add +0.1% 10,294 $1.3M
Mairs & Power Inc. 0.01% Add +26.8% 10,287 $1.3M
Quadrant Capital Group LLC 0.05% Add +129.5% 10,285 $1.3M
Applied Finance Capital Management, LLC 0.09% Add +8.9% 10,278 $1.3M
Financial Advocates Investment Management 0.09% Add +0.1% 10,192 $1.3M
Signaturefd, LLC 0.02% Add +5.5% 10,114 $1.2M
Martingale Asset Management L P 0.03% Reduce -3.4% 10,110 $1.2M
Smith Group Asset Management, LLC 0.09% No change 10,084 $1.2M
Pavion Blue Capital, LLC 0.59% Add +0.0% 10,072 $1.2M
Bridgefront Capital, LLC 0.36% Add +51.7% 10,061 $1.2M
Mgo One Seven LLC 0.05% Add +55.6% 10,038 $1.2M
ING Groep NV 0.01% Reduce -99.1% 10,034 $1.2M
Crossingbridge Advisors, LLC 1.10% New 10,000 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +2.7% 9,963 $1.2M
Keeley-Teton Advisors, LLC 0.15% Reduce -2.3% 9,876 $1.2M
Adirondack Trust Co. 0.48% Reduce -0.5% 9,872 $1.2M
Horizon Investments, LLC 0.04% Add +1.4% 9,863 $1.2M
Smith, Moore & Co. 0.11% Reduce -8.3% 9,844 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +3.0% 9,839 $1.2M
J. W. Coons Advisors, LLC 0.32% Add +1.7% 9,818 $1.2M
Martin Capital Partners, LLC 1.45% Reduce -0.3% 9,804 $1.2M
Wealthcare Advisory Partners LLC 0.03% Reduce -0.7% 9,726 $1.2M
Alta Capital Management LLC/ 0.08% Add +0.3% 9,712 $1.2M
Annex Advisory Services, LLC 0.03% Reduce -94.1% 9,676 $1.2M
Cullinan Associates Inc. 0.08% Reduce -1.0% 9,639 $1.2M
GAMMA Investing LLC 0.09% Add +15.2% 9,634 $1.2M
United Services Automobile Association 0.04% New 9,709 $1.2M
Ramirez Asset Management, Inc. 0.25% No change 9,562 $1.2M
Lokken Investment Group LLC 0.50% Add +2.8% 9,528 $1.2M
Parcion Private Wealth LLC 0.10% Add +2.9% 9,503 $1.2M
Beacon Investment Advisors LLC 0.55% Add +0.2% 9,435 $1.2M
Wimmer Associates 1, LLC 0.61% Reduce -4.2% 9,205 $1.2M
Capital Advisors Wealth Management, LLC 0.20% Add +4.4% 9,330 $1.2M
Cornerstone Advisors, LLC 0.05% No change 9,200 $1.1M
Avior Wealth Management, LLC 0.04% Add +1.0% 9,167 $1.1M
Maven Securities LTD 0.25% New 9,124 $1.1M
JBR Co Financial Management Inc 0.66% Reduce -4.7% 9,070 $1.1M
Lee Danner & Bass Inc. 0.09% No change 9,038 $1.1M
Wealth Alliance Advisory Group, LLC 0.23% Add +3.4% 9,030 $1.1M
Naviter Wealth, LLC 0.14% Reduce -1.0% 9,157 $1.1M
SummitTX Capital, L.P. 0.05% — 9,022 $1.1M
Ingalls & Snyder LLC 0.04% Reduce -0.1% 9,022 $1.1M
Delta Financial Advisors LLC 0.42% Add +0.0% 8,975 $1.1M
Sterling Capital Management LLC 0.02% Reduce -6.7% 8,898 $1.1M
Intrua Financial, LLC 0.17% Add +8.8% 8,890 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -0.3% 8,874 $1.1M
Two Sigma Securities, LLC 0.17% Add +269.3% 8,833 $1.1M
Guyasuta Investment Advisors Inc. 0.07% Add +0.4% 8,754 $1.1M
DRW Securities, LLC 0.09% Add +354.0% 8,748 $1.1M
Glenview Trust Co 0.02% Reduce -4.9% 8,720 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Add +0.1% 8,635 $1.1M
First National Bank of Mount Dora, Trust Investment Services 0.26% Reduce -19.9% 8,617 $1.1M
Flagship Harbor Advisors, LLC 0.06% Reduce -0.8% 8,559 $1.1M
Aquatic Capital Management LLC 0.03% Reduce -89.9% 8,523 $1.1M
AE Wealth Management LLC 0.01% Add +1.6% 8,503 $1.0M
Natixis 0.01% Reduce -67.8% 8,500 $1.0M
Argent Trust Co 0.04% Reduce -2.5% 8,414 $1.0M
D. E. Shaw & Co. 0.00% Reduce -34.3% 8,349 $1.0M
Fiduciary Alliance LLC 0.10% Add +10.0% 8,313 $1.0M
Mystic Asset Management, Inc. 0.27% Add +0.6% 8,287 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.21% Reduce -0.6% 8,262 $1.0M
Verdence Capital Advisors LLC 0.08% Reduce -2.4% 8,245 $1.0M
Moneco Advisors, LLC 0.11% Reduce -0.3% 8,237 $1.0M
Jain Global LLC 0.02% New 8,191 $1.0M
Stegent Equity Advisors, Inc. 1.03% Add +45.3% 8,185 $1.0M
Barry Investment Advisors, LLC 0.27% Reduce -3.5% 8,182 $1.0M
BWM Planning, LLC 0.43% Reduce -0.9% 8,162 $1.0M
Siemens Fonds Invest GmbH 0.07% New 8,161 $1.0M
Lebenthal Global Advisors, LLC 0.19% Add +1.5% 8,094 $999K
World Investment Advisors 0.03% Add +5.0% 8,079 $998K
Westwood Holdings Group Inc. 0.01% Reduce -20.7% 8,073 $997K
Fairfield, Bush & Co. 0.63% Reduce -13.6% 8,062 $995K
Searle & Co. 0.28% No change 8,025 $991K
Cowa, LLC 0.42% Reduce -1.2% 8,000 $988K
Cerro Pacific Wealth Advisors LLC 0.32% Add +1.3% 8,647 $985K
Patten Group, Inc. 0.23% Reduce -3.1% 7,963 $983K
Westmount Partners, LLC 0.30% Add +0.0% 7,935 $980K
Strategic Advisors LLC 0.19% Reduce -1.8% 7,929 $979K
Oak Hill Wealth Advisors, LLC 0.23% No change 7,912 $977K
SCS Capital Management LLC 0.01% New 7,789 $962K
Van Hulzen Asset Management, LLC 0.09% Add +0.1% 7,720 $953K
ArrowMark Colorado Holdings LLC 0.02% New 7,700 $951K
Arvest Bank Trust Division 0.06% Add +0.4% 7,678 $948K
Eagle Global Advisors LLC 0.04% Reduce -1.6% 7,629 $942K
Jefferies Financial Group Inc. 0.02% Reduce -96.2% 7,624 $941K
Forum Financial Management, LP 0.02% Add +1.8% 7,618 $941K
First National Trust Co 0.04% Reduce -26.7% 7,607 $939K
Bull Street Advisors, LLC 0.45% No change 7,606 $939K
Fiduciary Group, LLC 0.09% No change 7,454 $920K
Institute for Wealth Management, LLC. 0.12% Reduce -6.8% 7,444 $919K
Navalign, LLC 0.26% Add +5.5% 7,414 $915K
Impact Capital Partners LLC 0.33% Add +13.3% 7,400 $914K
Vestcor Inc 0.03% Reduce -58.2% 7,397 $913K
Heritage Wealth Management, Inc. 0.31% Reduce -1.3% 7,360 $909K
Baker Ellis Asset Management LLC 0.13% Reduce -1.3% 7,343 $907K
Oddo BHF Asset Management Sas 0.04% Reduce -25.0% 7,317 $904K
Mufg Securities Americas Inc. 0.10% Add +19.9% 7,310 $903K
Fifth Third Wealth Advisors LLC 0.05% Add +33.1% 7,308 $902K
Bradley Foster & Sargent Inc. 0.02% Reduce -2.5% 7,291 $900K
WealthTrust Axiom LLC 0.27% Add +1.1% 7,241 $894K
Country Club Bank 0.06% Reduce -26.6% 7,267 $885K
StoneX Group Inc. 0.05% Add +1.6% 7,159 $884K
Godshalk Welsh Capital Management, Inc. 0.58% Add +0.7% 7,125 $880K
Old National Bancorp 0.02% Reduce -0.9% 7,101 $877K
Cidel Asset Management Inc. 0.06% Add +7.8% 7,084 $875K
Peapack Gladstone Financial Corp. 0.01% Reduce -11.8% 7,078 $874K
America First Investment Advisors, LLC 0.18% Reduce -0.2% 7,067 $873K
Bridge Creek Capital Management LLC 0.27% Reduce -4.1% 7,026 $868K
Cornerstone Wealth Management, LLC 0.06% Add +0.2% 7,016 $866K
Hunter Associates Investment Management LLC 0.13% No change 7,009 $866K
iSAM Funds (UK) Ltd 0.43% New 7,012 $866K
RFG Advisory, LLC 0.02% Reduce -4.9% 7,003 $865K
Boston Trust Walden Corp 0.01% Reduce -4.1% 6,993 $863K
V-Square Quantitative Management LLC 0.13% Add +5.9% 6,931 $856K
Axxcess Wealth Management, LLC 0.02% Add +0.5% 6,904 $852K
Private Trust Co. NA 0.09% Add +0.1% 6,903 $852K
Cladis Investment Advisory, LLC 0.61% Add +0.6% 6,877 $849K
AMG National Trust Bank 0.02% Add +1.0% 6,825 $843K
Welch & Forbes LLC 0.01% Add +0.2% 6,797 $839K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.1% 6,786 $838K
Rathbones Group PLC 0.00% No change 6,750 $833K
Birmingham Capital Management Co. Inc. 0.31% Reduce -0.7% 6,723 $830K
GAMCO Investors 0.01% Add +77.7% 6,723 $830K
Retirement Investment Advisors, Inc. 0.08% Reduce -0.1% 6,687 $826K
MCF Advisors LLC 0.06% Reduce -0.2% 6,668 $823K
Syon Capital LLC 0.07% Add +5.3% 6,667 $823K
Garrett Wealth Advisory Group, LLC 0.18% Add +3.8% 6,658 $822K
Regal Investment Advisors LLC 0.07% Add +12.8% 6,550 $809K
Miller Investment Management, LP 0.09% No change 6,500 $803K
Larson Financial Group LLC 0.04% Add +25.6% 6,446 $796K
Peoples Bank 0.52% Reduce -7.3% 6,439 $795K
Valmark Advisers, Inc. 0.01% Reduce -4.6% 6,411 $792K
Legacy Financial Advisors, Inc. 0.13% Reduce -0.9% 6,409 $791K
Busey Bank 0.03% Reduce -3.5% 6,390 $789K
Chicago Partners Investment Group LLC 0.03% Add +13.0% 7,460 $787K
Penobscot Investment Management Company, Inc. 0.07% Reduce -6.3% 6,374 $787K
Cookson Peirce & Co. Inc. 0.04% Add +18.1% 6,366 $786K
Mission Wealth Management, LP 0.02% Add +13.2% 6,355 $785K
HighPoint Advisor Group LLC 0.05% Reduce -3.6% 7,372 $781K
Philip James Wealth Mangement, LLC 0.10% Add +0.0% 6,323 $781K
Poehling Capital Management, INC. 0.20% Reduce -0.5% 6,317 $780K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -38.5% 6,313 $780K
Erste Asset Management GmbH 0.01% Add +0.0% 6,400 $779K
Retirement Planning Co of New England, Inc. 0.39% Add +1.7% 6,309 $779K
Aristotle Capital Management, LLC 0.00% Reduce -6.3% 6,283 $776K
American Financial Group Inc. 0.34% No change 6,250 $772K
NorthRock Partners, LLC 0.03% Add +12.4% 6,243 $771K
Mather Group, Llc. 0.01% Reduce -28.9% 6,242 $771K
Pinnacle Financial Partners Inc 0.02% Reduce -1.7% 6,305 $769K
Prudential PLC 0.00% No change 6,219 $768K
Fisher Asset Management 0.00% Add +0.8% 6,204 $766K
Checchi Capital Advisers, LLC 0.05% Add +5.2% 6,204 $766K
Sandy Spring Bank 0.03% Reduce -0.1% 6,202 $766K
1ST Source Bank 0.04% Add +0.6% 6,162 $761K
Walleye Trading LLC 0.02% Add +60.1% 6,140 $758K
Norden Group LLC 0.09% Add +11.1% 6,117 $755K
Wealth Advisory Solutions, LLC 0.20% Reduce -0.0% 6,079 $751K
MassMutual Private Wealth & Trust, FSB 0.02% Add +3.9% 6,064 $749K
Tyche Wealth Partners LLC 0.16% Reduce -17.5% 6,035 $745K
Heck Capital Advisors, LLC 0.08% No change 6,021 $743K
Bank of Hawaii 0.04% No change 6,005 $741K
South Street Advisors LLC 0.12% No change 6,000 $741K
Strategic Financial Services, Inc. 0.04% No change 5,995 $740K
AlphaQuest LLC 0.08% Add +42.2% 5,984 $739K
Coppell Advisory Solutions LLC 0.10% Add +11086.7% 21,031 $735K
Valley Brook Capital Group, Inc. 0.58% Reduce -11.8% 5,949 $735K
Aviance Capital Partners, LLC 0.10% Reduce -7.3% 5,939 $733K
Matthew Goff Investment Advisor, LLC 0.14% No change 5,938 $733K
Veracity Capital LLC 0.29% Reduce -4.8% 5,937 $733K
Walleye Capital LLC 0.01% Reduce -94.9% 5,894 $728K
Florida Trust Wealth Management Co 0.02% Reduce -13.9% 5,889 $727K
Mangrove Partners Im, LLC 0.08% New 5,887 $727K
OneAscent Financial Services LLC 0.05% Add +113.2% 5,834 $726K
Keynote Financial Services LLC 0.52% No change 5,860 $724K
Hendley & Co. Inc. 0.25% Reduce -61.8% 5,835 $721K
Citizens Financial Group Inc. 0.01% Add +37.4% 5,834 $720K
Quarry LP 0.19% Reduce -49.6% 5,830 $720K
Certuity, LLC 0.08% Reduce -0.1% 5,804 $717K
Endeavor Private Wealth, Inc. 0.39% Add +486.7% 5,791 $715K
First National Bank & Trust Co. of Newtown 0.15% Reduce -0.9% 5,768 $712K
Roehl & Yi Investment Advisors, LLC 0.39% Add +1.4% 5,763 $712K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -25.7% 5,761 $711K
Boothbay Fund Management, LLC 0.03% Add +150.9% 5,758 $711K
Westbourne Investment Advisors, Inc. 0.25% Reduce -1.7% 5,741 $709K
Danske Bank A/S 0.00% Reduce -5.0% 5,739 $709K
Nicolet Advisory Services, LLC 0.07% Reduce -2.8% 7,300 $708K
Whittier Trust Co. of Nevada Inc. 0.02% Add +6.3% 5,728 $707K
FRG Family Wealth Advisors LLC 0.14% No change 5,703 $704K
Doheny Asset Management 0.55% No change 5,689 $702K
Allen Capital Group, LLC 0.08% Add +0.2% 5,647 $697K
LVZ, Inc. 0.09% No change 5,643 $697K
Phoenix Financial Ltd. 0.01% New 5,595 $694K
Trust Co. of Toledo NA 0.09% Add +7.9% 5,579 $689K
Essex Bank 0.17% Reduce -0.1% 5,549 $685K
Integrated Advisors Network LLC 0.03% Reduce -2.5% 5,542 $684K
Guardian Wealth Management, Inc. 0.45% Reduce -12.5% 5,513 $681K
Confluence Wealth Services, Inc. 0.04% Reduce -2.3% 6,586 $677K
Compound Planning, Inc. 0.03% Add +7.0% 5,481 $677K
Rosenberg Matthew Hamilton 0.17% Reduce -0.5% 5,475 $676K
Allen Mooney & Barnes Investment Advisors LLC 0.11% Add +1.0% 5,466 $675K
5T Wealth, LLC 0.38% Reduce -3.4% 5,462 $674K
EverSource Wealth Advisors, LLC 0.04% Add +10.7% 5,460 $674K
Harfst & Associates, Inc. 0.16% New 5,449 $673K
Basepoint Wealth LLC 0.53% Reduce -9.6% 5,439 $672K
Tradewinds, LLC. 0.19% Reduce -2.8% 5,404 $667K
Abundance Wealth Counselors 0.14% Add +6.7% 5,379 $664K
Weatherly Asset Management L. P. 0.06% Add +4.4% 5,365 $662K
AA Financial Advisors, LLC 0.16% Add +1.9% 5,356 $661K
Palisade Asset Management, LLC 0.07% Reduce -8.5% 5,354 $661K
Whitener Capital Management, Inc. 0.19% No change 5,348 $660K
EPG Wealth Management LLC 0.18% Add +5.1% 5,347 $660K
Westhampton Capital, LLC 0.36% Reduce -13.0% 5,340 $659K
Baring Financial LLC 0.55% Reduce -4.2% 5,334 $659K
Probity Advisors, Inc. 0.13% Add +8.0% 5,320 $657K
Saturna Capital Corp. 0.01% No change 5,268 $650K
Ausdal Financial Partners, Inc. 0.05% Reduce -7.6% 5,265 $650K
Worth Financial Advisory Group, LLC 0.41% Reduce -2.0% 5,253 $649K
Foundations Investment Advisors, LLC 0.01% Add +11.0% 5,216 $644K
Premier Path Wealth Partners, LLC 0.10% Add +2.2% 5,214 $644K
Schonfeld Strategic Advisors LLC 0.00% New 5,210 $643K
Pinnacle Wealth Planning Services, Inc. 0.10% Add +0.8% 5,201 $642K
Cozad Asset Management Inc. 0.06% Reduce -86.4% 5,199 $642K
Wedmont Private Capital 0.03% Reduce -4.0% 6,581 $641K
Linscomb Wealth, Inc. 0.03% Reduce -7.3% 5,178 $639K
Montecito Bank & Trust 0.11% Reduce -0.7% 5,168 $638K
Rwa Wealth Partners, LLC 0.01% Reduce -23.0% 5,167 $638K
Sunbelt Securities, Inc. 0.06% Add +14.3% 5,154 $636K
Petros Family Wealth, LLC 0.70% Reduce -5.3% 5,109 $631K
Armor Investment Advisors, LLC 0.26% Reduce -1.7% 5,098 $629K
Aull & Monroe Investment Management Corp 0.31% Reduce -5.1% 5,077 $627K
Archer Investment Corp 0.16% Add +0.0% 5,075 $627K
Harbor Investment Advisory, LLC 0.06% No change 5,072 $626K
Augustine Asset Management Inc. 0.18% No change 5,022 $620K
Bridges Investment Management Inc. 0.01% Add +24.6% 5,007 $618K
Merrion Investment Management Co, LLC 0.44% No change 5,000 $617K
Hennessy Advisors Inc. 0.02% Add +42.9% 5,000 $617K
Garrison Point Advisors, LLC 0.30% Add +0.5% 4,980 $615K
First American Trust, FSB 0.06% Reduce -6.8% 4,962 $613K
Cornerstone Wealth Group, LLC 0.05% Add +1.7% 4,956 $612K
Capstone Investment Advisors, LLC 0.01% Reduce -81.3% 4,942 $610K
San Luis Wealth Advisors LLC 0.14% New 4,906 $606K
Jackson Hole Capital Partners, LLC 0.12% Add +0.0% 4,878 $602K
Diversified Trust Co. 0.01% Reduce -60.7% 4,868 $601K
FAS Wealth Partners, Inc. 0.05% Add +0.7% 4,857 $600K
Pitcairn Co. 0.04% Add +14.8% 4,854 $599K
S.A. Mason LLC 0.32% Add +5.7% 4,839 $598K
CI Investments Inc. 0.00% Add +2.1% 4,834 $597K
Moment Partners, LLC 0.12% Reduce -0.6% 4,812 $594K
Exchange Traded Concepts, LLC 0.01% Reduce -3.7% 4,811 $594K
Investors Research Corp 0.13% No change 4,776 $590K
Bar Harbor Wealth Management 0.04% Reduce -5.2% 4,774 $589K
CFS Investment Advisory Services, LLC 0.05% Reduce -3.0% 4,740 $585K
Ameritas Advisory Services, LLC 0.02% Add +0.1% 4,987 $584K
Parallax Volatility Advisers, L.P. 0.02% New 4,717 $582K
Davis Investment Partners, LLC 0.26% New 5,914 $579K
Evergreen Capital Management LLC 0.02% Add +10.5% 4,674 $577K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +9.5% 4,635 $576K
GPS Wealth Strategies Group, LLC 0.08% Reduce -29.8% 4,653 $575K
LVM Capital Management Ltd. 0.06% No change 4,645 $574K
Infrastructure Capital Advisors, LLC 0.10% Add +199.4% 22,427 $572K
Islay Capital Management, LLC 0.39% Reduce -6.1% 4,635 $572K
Geneos Wealth Management Inc. 0.02% Add +5.3% 4,609 $569K
KCM Investment Advisors LLC 0.02% Reduce -2.6% 4,602 $568K
Panagora Asset Management Inc. 0.00% Add +67.8% 4,591 $567K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +16.5% 4,560 $563K
Aster Capital Management (DIFC) Ltd 0.10% Reduce -70.4% 4,337 $562K
Connecticut Wealth Management, LLC 0.03% Reduce -0.6% 4,535 $560K
Frank, Rimerman Advisors LLC 0.04% Add +18.4% 4,501 $556K
Autumn Glory Partners, LLC 0.28% Reduce -4.2% 4,491 $555K
Net Worth Advisory Group 0.17% Add +0.6% 4,454 $550K
Nvwm, LLC 0.15% Add +1.7% 4,445 $549K
Peregrine Asset Advisers, Inc. 0.20% No change 4,430 $547K
Amova Asset Management Americas, Inc. 0.01% Reduce -1.4% 4,427 $547K
Richwood Investment Advisors, LLC 0.46% No change 4,425 $546K
Focus Financial Network, Inc. 0.02% Reduce -3.4% 4,417 $545K
Aware Super Pty Ltd as trustee of Aware Super 0.01% Reduce -68.8% 4,412 $545K
GW Henssler & Associates Ltd. 0.03% Reduce -58.2% 4,406 $544K
Patron Partners, LLC 0.29% Reduce -0.4% 4,392 $542K
Demars Financial Group, LLC 0.23% Add +12.1% 4,387 $542K
FineMark National Bank & Trust 0.02% Reduce -31.7% 4,381 $541K
Csenge Advisory Group 0.03% Reduce -49.6% 5,457 $541K
Empire Financial Management Company, LLC 0.17% Add +22.3% 4,366 $539K
Trust Co. of Vermont 0.03% Reduce -8.8% 4,360 $538K
Means Investment Co., Inc. 0.06% Reduce -6.8% 4,333 $535K
CreativeOne Wealth, LLC 0.02% Add +8.2% 4,325 $534K
WP Advisors, LLC 0.18% Add +1.0% 4,323 $534K
Capital Investment Advisors, LLC 0.01% Add +4.1% 4,314 $533K
Raiffeisen Bank International AG 0.01% Add +43.0% 4,372 $532K
Towne Trust Company, N.A 0.19% No change 4,309 $532K
Modera Wealth Management, LLC 0.01% Reduce -1.8% 4,307 $532K
Angeles Wealth Management, LLC 0.04% Add +1.4% 4,294 $530K
Belpointe Asset Management LLC 0.03% Reduce -16.8% 4,292 $530K
Gsa Capital Partners LLP 0.05% New 4,295 $530K
49 Wealth Management, LLC 0.06% Add +0.3% 4,271 $527K
Trustmark Bank Trust Department 0.04% Reduce -10.2% 4,264 $527K
Western Wealth Management, LLC 0.03% Reduce -71.0% 4,259 $526K
J. Safra Sarasin Holding AG 0.01% Reduce -80.0% 4,259 $526K
Everhart Financial Group, Inc. 0.07% Add +17.3% 4,251 $525K
Stevens Capital Management LP 0.13% Reduce -45.5% 4,241 $524K
Johnson & White Wealth Management, LLC 0.29% Add +1.3% 4,234 $523K
West Paces Advisors Inc. 0.12% Reduce -1.9% 4,160 $514K
Mill Capital Management, LLC 0.04% Reduce -0.0% 4,144 $512K
SAM Advisors, LLC 0.19% No change 4,136 $511K
Sagespring Wealth Partners, LLC 0.01% Add +61.4% 4,132 $510K
Cigna Investments Inc. 0.10% Reduce -4.3% 4,129 $510K
Advisor Resource Council 0.04% New 4,121 $509K
Zions Bancorporation, National Association 0.03% — 4,120 $509K
Estabrook Capital Management 0.08% No change 4,109 $507K
Burford Brothers, Inc. 0.25% Reduce -0.5% 4,103 $507K
Nicholas Wealth, LLC. 0.52% Reduce -32.4% 4,077 $503K
Peoples Financial Services Corp. 0.24% No change 4,075 $503K
Campion Asset Management 0.39% Reduce -1.6% 4,072 $503K
Clear Harbor Asset Management, LLC 0.04% Add +24.7% 4,069 $502K
Smart Portfolios, LLC 0.55% Reduce -0.1% 4,065 $502K
Nilsine Partners, LLC 0.06% Add +0.1% 4,064 $502K
Roberts Glore & Co. Inc. 0.15% Reduce -1.8% 4,062 $502K
Venturi Wealth Management, LLC 0.03% Add +1.9% 4,058 $501K
Modern Wealth Management, LLC 0.02% Add +35.9% 4,052 $500K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +10.5% 4,051 $500K
1248 Management, LLC 0.21% Add +15.3% 4,046 $500K
WESPAC Advisors, LLC 0.41% Reduce -3.8% 4,027 $497K
Plan Group Financial, LLC 0.18% New 4,022 $497K
Payden & Rygel 0.04% No change 4,000 $494K
Oakland Financial Corp. 7.30% Reduce -33.3% 4,000 $494K
Kuhn & Co Investment Counsel 0.41% No change 3,968 $490K
Leonteq Securities AG 0.04% Reduce -29.9% 3,949 $490K
Gryphon Financial Partners LLC 0.07% Add +1.4% 3,940 $487K
Syntegra Private Wealth Group, LLC 0.06% Add +1.7% 3,938 $486K
Keel Point, LLC 0.04% Add +13.9% 3,899 $481K
Harbour Investments, Inc. 0.01% Add +6.3% 3,889 $480K
Field & Main Bank 0.17% Reduce -0.3% 3,878 $479K
Princeton Global Asset Management LLC 0.10% Add +0.1% 3,877 $479K
Advisor OS, LLC 0.05% Reduce -2.2% 3,869 $478K
Southland Equity Partners LLC 0.11% Add +1.3% 3,869 $478K
Gratus Wealth Advisors, LLC 0.08% Add +39.3% 3,868 $478K
Randall & Associates Wealth Management 0.39% Reduce -10.2% 3,863 $477K
John G Ullman & Associates Inc. 0.07% No change 3,850 $475K
Argyle Capital Partners, LLC 0.41% No change 3,847 $475K
Roof Eidam Maycock Peralta, LLC 0.13% Reduce -3.3% 3,843 $475K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.22% New 3,840 $474K
Vaughan David Investments LLC 0.01% Reduce -3.6% 3,837 $474K
Spinnaker Trust 0.03% No change 3,838 $474K
Riverwater Partners LLC 0.24% Add +2.5% 3,831 $473K
SeaCrest Wealth Management, LLC 0.05% Add +0.8% 3,831 $473K
Three Seasons Wealth, LLC 0.23% No change 3,826 $472K
Essex Financial Services, Inc. 0.03% Reduce -34.7% 3,822 $472K
Atlas Capital Advisors Inc. 0.06% No change 3,820 $472K
CHICAGO TRUST Co NA 0.09% Add +47.4% 3,808 $470K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.6% 3,793 $468K
Strategies Wealth Advisors, LLC 0.06% New 3,792 $468K
Arkfeld Wealth Strategies, L.L.C. 0.20% Reduce -6.0% 4,539 $468K
Foster & Motley Inc. 0.03% Add +1.3% 3,792 $468K
Aaron Wealth Advisors LLC 0.05% Add +4.2% 3,788 $468K
Freestone Capital Holdings, LLC 0.02% Reduce -0.3% 3,788 $468K
Everpar Advisors LLC 0.25% Reduce -5.5% 3,786 $467K
Moody National Bank Trust Division 0.05% Add +23.2% 3,775 $466K
Creekmur Asset Management LLC 0.10% Reduce -43.3% 3,773 $466K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -9.7% 3,767 $465K
Lincoln Capital LLC 0.10% Reduce -4.8% 4,608 $465K
Conning Inc. 0.02% Reduce -2.4% 3,745 $462K
Graypoint LLC 0.03% Add +3.9% 3,742 $462K
Whalerock Point Partners, LLC 0.11% Add +7.2% 3,740 $462K
Capital Investment Advisory Services, LLC 0.04% Add +13.9% 3,735 $461K
Ransom Advisory, Ltd 0.23% No change 3,725 $460K
Cadinha & Co. LLC 0.10% Reduce -7.5% 3,720 $459K
Schnieders Capital Management LLC 0.10% No change 3,713 $458K
Drive Wealth Management, LLC 0.11% Reduce -48.5% 3,686 $455K
Generali Investments, Management Co LLC 0.13% Reduce -17.6% 3,678 $454K
Weaver Consulting Group 0.14% Reduce -0.9% 3,677 $454K
Savvy Advisors, Inc. 0.05% Add +0.3% 3,673 $454K
Paragon Capital Management Ltd 0.09% Add +27.7% 3,666 $453K
Pallas Capital Advisors LLC 0.02% Add +63.1% 3,666 $453K
CX Institutional 0.02% Add +14.8% 3,642 $450K
First Citizens Bank & Trust Co. 0.01% Add +0.9% 3,644 $450K
Hills Bank & Trust Co 0.03% No change 3,643 $450K
Portman Square Capital LLP 0.39% New 3,638 $449K
Transcend Capital Advisors, LLC 0.03% Reduce -10.3% 3,614 $446K
Corps Capital Advisors, LLC 0.47% No change 3,612 $446K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +1.0% 3,609 $446K
WINTON GROUP Ltd 0.03% New 3,599 $444K
Ballentine Partners, LLC 0.01% Add +18.2% 3,592 $444K
Nwam LLC 0.04% Reduce -7.4% 3,588 $443K
Blue Trust, Inc. 0.01% Add +0.5% 3,571 $441K
Fulton Bank, N.A. 0.02% Reduce -25.6% 3,566 $440K
Prairie Sky Financial Group LLC 0.26% Add +0.0% 3,548 $438K
Harbor Advisors LLC 0.08% No change 3,541 $437K
First Horizon Advisors, Inc. 0.01% Add +18.9% 3,535 $437K
Biltmore Wealth Management, LLC 0.18% Reduce -1.7% 3,528 $436K
Parkside Financial Bank & Trust 0.06% Add +47.6% 3,519 $435K
Wealth Alliance, LLC 0.05% Add +14.8% 3,506 $433K
Lindbrook Capital, LLC 0.04% Add +5.4% 3,478 $429K
Chesapeake Asset Management LLC 0.41% Add +4.2% 3,466 $428K
Welch Group, LLC 0.02% Add +0.3% 3,506 $427K
MSH Capital Advisors LLC 0.13% Add +3.0% 3,456 $427K
Uncommon Cents Investing LLC 0.13% Reduce -3.9% 3,451 $426K
Independence Bank of Kentucky 0.07% Add +4.1% 3,451 $426K
Woodmont Investment Counsel LLC 0.03% Reduce -0.4% 3,450 $426K
Corbyn Investment Management Inc. 0.20% No change 3,441 $425K
PDS Planning, Inc 0.04% Add +11.0% 3,421 $422K
Hanson & Doremus Investment Management 0.06% Reduce -3.9% 3,420 $422K
Brandywine Oak Private Wealth LLC 0.04% Reduce -5.5% 3,413 $421K
Uniting Wealth Partners, LLC 0.21% Add +0.1% 3,404 $420K
Mayflower Financial Advisors, LLC 0.06% Reduce -0.9% 3,400 $420K
Clifford Group, LLC 0.39% Reduce -15.9% 3,395 $419K
Dearborn Partners LLC 0.02% Reduce -49.1% 3,392 $419K
Tanager Wealth Management LLP 0.05% Add +3.0% 3,388 $418K
Crawford Investment Counsel Inc. 0.01% Add +30.3% 3,386 $418K
Courier Capital LLC 0.03% No change 3,381 $417K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -13.3% 3,376 $417K
Spire Wealth Management 0.01% Add +17.6% 3,367 $416K
MTM Investment Management, LLC 0.16% Reduce -0.9% 3,337 $415K
Excalibur Management Corp. 0.16% Reduce -0.6% 3,357 $414K
Tennessee Valley Asset Management Partners 0.07% Add +0.2% 3,356 $414K
Wedgewood Investors Inc. 0.49% No change 3,350 $414K
LexAurum Advisors, LLC 0.08% Reduce -0.0% 3,338 $412K
Perpetual Ltd 0.01% Add +1.6% 3,330 $411K
Allen Investment Management, LLC 0.00% No change 3,318 $410K
Smartleaf Asset Management LLC 0.04% Reduce -2.9% 3,346 $408K
Roundview Capital LLC 0.03% Reduce -9.3% 3,300 $407K
Blue Edge Capital, LLC 0.07% Add +0.1% 3,290 $406K
Faithward Advisors, LLC 0.07% Add +0.0% 3,288 $406K
Brooklyn Investment Group 0.09% Add +52.3% 3,269 $404K
Longfellow Investment Management Co. LLC 0.10% No change 3,262 $403K
Perigon Wealth Management, LLC 0.01% Reduce -4.1% 3,252 $402K
Runnymede Capital Advisors, Inc. 0.39% Reduce -0.5% 3,250 $401K
Athena Investment Management 0.24% No change 3,249 $401K
Strategy Asset Managers LLC 0.08% Reduce -39.6% 3,246 $401K
Riverbend Wealth Management, LLC 0.36% Add +3.4% 3,246 $401K
Scotia Capital Inc. 0.00% Reduce -11.7% 3,245 $401K
Joel Isaacson & Co., LLC 0.02% Reduce -2.5% 3,217 $397K
Measured Risk Portfolios, Inc. 0.43% Reduce -3.3% 3,215 $397K
UNIVEST FINANCIAL Corp 0.03% Add +0.1% 3,205 $396K
Legacy Capital Wealth Partners, LLC 0.10% Add +5.1% 3,202 $395K
Thompson Siegel & Walmsley LLC 0.01% Reduce -0.6% 3,202 $395K
Elm3 Financial Group, LLC 0.35% Reduce -34.5% 3,196 $395K
Rossmore Private Capital 0.05% Reduce -0.3% 3,194 $394K
LCNB Corp. 0.15% Reduce -2.4% 3,194 $394K
Old North State Trust, LLC 0.25% No change 3,454 $394K
North Star Investment Management Corp. 0.03% Reduce -31.9% 3,186 $393K
First National Bank Sioux Falls 0.16% No change 3,184 $393K
Vista Investment Partners LLC 0.12% No change 3,158 $390K
CoreFirst Bank & Trust 0.25% No change 3,148 $389K
Beaton Management Co. Inc. 0.20% New 3,131 $387K
Second Line Capital, LLC 0.10% Reduce -8.7% 3,134 $387K
Fourpath Capital Management, LLC 0.07% Reduce -0.6% 3,131 $387K
Western Pacific Wealth Management, LP 0.35% Add +18.6% 3,125 $386K
Berger Financial Group, Inc 0.03% Reduce -92.2% 3,122 $386K
Waldron Private Wealth LLC 0.02% Reduce -34.3% 3,108 $384K
Whittier Trust Co. 0.01% Reduce -2.9% 3,107 $384K
West Tower Group, LLC 1.01% Reduce -18.4% 3,100 $383K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 3,100 $383K
Plancorp, LLC 0.02% Reduce -3.1% 3,093 $382K
Granite Group Advisors, LLC 0.26% No change 3,087 $381K
Callan Capital, LLC 0.03% Add +1.3% 3,085 $381K
Founders Financial Securities LLC 0.03% Add +6.3% 3,601 $381K
Vectors Research Management, LLC 0.13% No change 3,081 $380K
Assetmark, Inc. 0.00% Add +1.6% 3,073 $379K
GHP Investment Advisors, Inc. 0.02% No change 3,073 $379K
Davidson Trust Co. 0.18% Add +0.9% 3,063 $378K
Callan Family Office, LLC 0.03% Reduce -7.8% 3,046 $376K
Van Strum & Towne Inc. 0.13% No change 3,031 $374K
Simplicity Wealth,LLC 0.03% New 3,013 $372K
Magnus Financial Group LLC 0.04% Add +2.4% 2,999 $370K
Ceeto Capital Group, LLC 0.14% No change 3,000 $370K
Kanawha Capital Management LLC 0.03% Add +8.2% 2,995 $370K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +9.1% 3,587 $369K
Ballew Advisors, Inc 0.25% Reduce -0.7% 3,775 $368K
Plimoth Trust Co. LLC 0.10% Add +17.8% 2,976 $367K
E&G Advisors, LLC 0.10% Reduce -1.4% 2,975 $367K
Aries Wealth Management 0.10% No change 2,973 $367K
Verity Asset Management, Inc. 0.15% No change 2,972 $367K
Stratos Wealth Advisors, LLC 0.02% Add +0.9% 2,963 $366K
PFG Advisors 0.02% Add +24.7% 2,962 $366K
Austin Private Wealth, LLC 0.03% Add +0.4% 2,961 $366K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.27% No change 2,958 $365K
Fort Sheridan Advisors LLC 0.06% Reduce -0.9% 2,956 $365K
Arete Wealth Advisors, LLC 0.03% Reduce -3.3% 2,950 $364K
ARS Investment Partners, LLC 0.03% No change 3,186 $363K
Post Resch Tallon Group Inc. 0.37% No change 2,939 $361K
Legacy Private Trust Co. 0.02% Add +3.6% 2,912 $360K
Brookwood Investment Group LLC 0.06% — 2,909 $359K
Advisory Alpha, LLC 0.01% Add +0.5% 2,907 $359K
Persium Advisors, LLC 0.34% Reduce -3.3% 2,902 $358K
Farmers & Merchants Trust Co of Chambersburg PA 0.13% Reduce -73.1% 2,891 $357K
Intrinsic Value Partners, LLC 0.35% Reduce -2.1% 2,886 $356K
Obermeyer Wealth Partners 0.02% Add +0.7% 2,876 $355K
Rossby Financial, LCC 0.15% Add +2.0% 3,407 $354K
Stiles Financial Services Inc 0.14% Add +0.5% 2,867 $354K
McCarter Private Wealth Services LLC 0.23% Add +11.0% 2,826 $349K
IFG Advisory, LLC 0.02% Reduce -1.5% 2,800 $346K
Cape Cod Five Cents Savings Bank 0.03% No change 2,625 $345K
Stockman Wealth Management, Inc. 0.05% Add +1.8% 2,788 $344K
AGH Wealth Advisors, LLC 0.33% Reduce -0.0% 2,781 $343K
Shufro Rose & Co. LLC 0.03% Add +35.4% 2,775 $343K
Liberty Capital Management, Inc. 0.08% Add +5.9% 2,772 $342K
Summit Global Investments 0.02% Reduce -1.1% 2,755 $340K
Townsend Asset Management Corp. /NC/ 0.13% Reduce -9.6% 2,731 $337K
McDaniel Terry & Co. 0.03% No change 2,730 $337K
Curi Capital, LLC 0.01% New 2,717 $336K
GWN Securities Inc. 0.02% Reduce -59.8% 2,692 $335K
HCR Wealth Advisors 0.04% Add +4.0% 2,708 $334K
Atlas Legacy Advisors, LLC 0.08% Reduce -41.9% 2,707 $334K
Warwick Investment Management, Inc. 0.07% Add +10.0% 2,706 $334K
Dividend Assets Capital, LLC 0.06% No change 2,704 $334K
Walker Asset Management, LLC 0.20% Add +0.8% 2,679 $331K
Ruggaard & Associates LLC 0.14% No change 2,672 $330K
Plan A Wealth LLC 0.26% No change 2,665 $329K
Clarius Group, LLC 0.02% Reduce -7.6% 2,663 $329K
Fidelis Capital Partners, LLC 0.03% Add +2.9% 3,155 $328K
Successful Portfolios LLC 0.22% Add +0.0% 2,648 $327K
Bell Bank 0.02% No change 2,644 $326K
Kohmann Bosshard Financial Services, LLC 0.04% Reduce -0.8% 2,643 $326K
Compass Capital Corp. /Ma/ 0.17% Reduce -3.4% 2,635 $326K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% No change 2,623 $324K
Diversify Advisory Services, LLC 0.02% Add +5.9% 3,051 $323K
Laurel Wealth Advisors LLC 0.05% No change 2,618 $323K
Canal Capital Management, LLC 0.05% Add +0.9% 2,616 $323K
Greenfield Seitz Capital Management, LLC 0.12% Reduce -10.3% 2,608 $322K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -4.0% 2,611 $322K
Seamount Financial Group Inc. 0.22% Add +10.6% 2,602 $321K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% Reduce -3.7% 2,602 $321K
Covenant Partners, LLC 0.10% New 2,602 $321K
Sterling Investment Advisors, Ltd. 0.08% Add +10.0% 2,600 $321K
Baldwin Investment Management, LLC 0.04% No change 2,600 $321K
Flputnam Investment Management Co. 0.01% Reduce -46.5% 2,600 $321K
Dodge & Cox 0.00% No change 2,600 $321K
Mosaic Family Wealth Partners, LLC 0.05% Reduce -0.3% 2,596 $321K
Sage Mountain Advisors LLC 0.02% Add +3.6% 2,570 $317K
Hamilton Capital, LLC 0.02% Add +8.4% 2,570 $317K
Capital Advantage, Inc. 0.06% No change 2,783 $317K
Wakefield Asset Management LLLP 0.10% New 2,568 $317K
Capital Market Strategies LLC 0.21% No change 2,539 $314K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 2,525 $312K
QTR Family Wealth, LLC 0.23% — 2,516 $311K
Gables Capital Management Inc. 0.15% No change 2,502 $309K
Alpine Woods Capital Investors, LLC 0.08% New 2,497 $308K
Pflug Koory, LLC 0.17% Reduce -6.0% 2,496 $308K
LBMC Investment Advisors, LLC 0.02% Add +4.3% 2,488 $307K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -7.4% 2,486 $307K
Powers Advisory Group, LLC 0.15% Reduce -7.4% 2,480 $306K
Saxon Interests, Inc. 0.14% Reduce -12.4% 2,471 $305K
MBB Public Markets I LLC 0.04% New 2,471 $305K
Cadence Bank 0.02% Reduce -6.2% 2,470 $305K
Goodman Financial Corp 0.07% Reduce -2.6% 2,466 $305K
CFO4Life Group, LLC 0.05% Add +1.0% 2,462 $304K
Howard Capital Management, LLC 0.01% Reduce -13.4% 2,462 $304K
Port Capital LLC 0.01% Reduce -0.7% 2,464 $304K
Northcape Wealth Management, LLC 0.10% No change 2,460 $304K
Teamwork Financial Advisors, LLC 0.04% Reduce -33.9% 2,457 $303K
Pinnacle Bancorp, Inc. 0.10% Reduce -3.6% 2,444 $302K
Fulcrum Equity Management 0.33% Add +6.5% 2,439 $301K
Manske Wealth Management 0.11% Add +0.6% 2,434 $301K
Greenfield Savings Bank 0.15% No change 2,433 $300K
Quilter Plc 0.01% Reduce -2.5% 2,430 $300K
Letson Investment Management, Inc. 0.12% No change 2,429 $300K
Good Life Advisors, LLC 0.02% Reduce -27.0% 2,422 $299K
Master's Wealth Management Inc. 0.16% Add +0.9% 2,410 $298K
Montag A & Associates Inc. 0.01% No change 2,409 $298K
Allegheny Financial Group 0.08% No change 2,407 $297K
Ipswich Investment Management Co., Inc. 0.07% No change 2,400 $296K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 2,396 $296K
M3 Advisory Group, LLC 0.23% Add +2.6% 2,384 $294K
SkyOak Wealth, LLC 0.06% No change 2,378 $294K
Callahan Advisors, LLC 0.03% Reduce -20.3% 2,371 $293K
Thomasville National Bank 0.02% Add +12.6% 2,369 $293K
Moss Adams Wealth Advisors LLC 0.03% Add +21.5% 2,365 $292K
Cross Staff Investments Inc 0.22% No change 2,363 $292K
Kintra Wealth, LLC 0.20% New 2,362 $292K
Silver Oak Securities, Incorporated 0.03% Add +12.1% 2,394 $291K
Marietta Investment Partners LLC 0.07% No change 2,360 $291K
Denver Wealth Management, Inc. 0.13% Reduce -1.4% 2,351 $290K
Beaumont Financial Advisors, LLC 0.02% Add +1.6% 2,351 $290K
Ritholtz Wealth Management 0.01% New 2,348 $290K
Disciplined Investors, L.L.C. 0.26% Reduce -4.2% 2,345 $290K
Jacobs & Co. 0.03% No change 2,346 $289K
Centaurus Financial, Inc. 0.02% Add +53.5% 2,337 $289K
ProVise Management Group, LLC 0.02% Add +11.2% 2,333 $288K
Richards, Merrill & Peterson, Inc. 0.15% Add +6.4% 2,333 $288K
Stokes Family Office, LLC 0.03% Reduce -2.1% 2,330 $288K
Hurlow Wealth Management Group, Inc. 0.09% No change 2,326 $287K
Goelzer Investment Management, Inc. 0.02% No change 2,320 $286K
Gilliland Jeter Wealth Management LLC 0.10% No change 2,318 $286K
Elevation Point Wealth Partners, LLC 0.02% Reduce -42.9% 2,314 $286K
Aljian Capital Management, LLC 0.07% Reduce -8.5% 2,311 $285K
TFG Advisers LLC 0.10% Reduce -4.9% 2,309 $285K
Simon Quick Advisors, LLC 0.02% Add +31.0% 2,309 $285K
Calydon Capital 0.05% No change 2,304 $284K
Cadent Capital Advisors, LLC 0.11% Reduce -2.9% 2,303 $284K
Uhlmann Price Securities, LLC 0.21% New 2,302 $284K
Polymer Capital Management (US) LLC 0.09% New 2,301 $284K
CarsonAllaria Wealth Management, Ltd. 0.16% Add +79.4% 2,300 $284K
VestGen Advisors, LLC 0.01% — 2,298 $284K
Soltis Investment Advisors LLC 0.03% Reduce -33.7% 2,290 $283K
Duncan Williams Asset Management, LLC 0.10% Reduce -1.5% 2,287 $282K
Chelsea Counsel Co. 0.15% Reduce -65.3% 2,285 $282K
BXM Wealth LLC 0.34% New 2,280 $282K
Monetary Management Group Inc. 0.08% No change 2,280 $282K
Hexagon Capital Partners LLC 0.05% Add +0.1% 2,273 $281K
Flywheel Private Wealth LLC 0.26% No change 2,273 $281K
First Financial Bank - Trust Division 0.03% Add +3.1% 2,268 $280K
Purkiss Capital Advisors LLC 0.21% Add +10.7% 2,258 $279K
Cassaday & Co Wealth Management LLC 0.01% Add +11.1% 2,256 $279K
BKM Wealth Management, LLC 0.11% Reduce -35.2% 2,252 $278K
Measured Wealth Private Client Group, LLC 0.09% Reduce -4.4% 2,248 $278K
Diversified Enterprises, LLC 0.02% Add +17.4% 2,246 $277K
Capital Analysts, LLC 0.01% Add +9.1% 2,236 $276K
Forza Wealth Management, LLC 0.12% Add +2.3% 2,235 $276K
North Star Asset Management Inc. 0.01% Add +11.8% 2,233 $276K
Moloney Securities Asset Management, LLC 0.04% Reduce -9.2% 2,225 $275K
Orange Investment Advisors, Inc. 0.03% Reduce -11.0% 2,225 $275K
Capital Advisory Group Advisory Services, LLC 0.10% No change 2,222 $274K
Vanguard Capital Wealth Advisors 0.34% Reduce -47.1% 2,216 $274K
Leisure Capital Management 0.11% No change 2,198 $271K
Red Door Wealth Management, LLC 0.04% Reduce -3.6% 2,196 $271K
Eisler Capital Management Ltd. 0.01% Reduce -94.3% 2,196 $271K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% Reduce -8.6% 2,192 $271K
Integrity Alliance, Llc. 0.01% New 2,178 $269K
Trust Point Inc. 0.02% Reduce -5.5% 2,141 $264K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,137 $264K
SPC Financial, Inc. 0.02% Reduce -2.7% 2,135 $264K
Asset Dedication, LLC 0.02% Add +4.6% 2,126 $262K
CWA Asset Management Group, LLC 0.01% Reduce -45.6% 2,124 $262K
Weik Capital Management 0.11% Reduce -6.6% 2,120 $262K
Union Bancaire Privee, UBP SA 0.01% New 2,284 $262K
Orleans Capital Management Corp. 0.15% No change 2,117 $261K
Naples Global Advisors, LLC 0.02% Add +0.1% 2,115 $261K
Nemes Rush Group LLC 0.03% Add +0.5% 2,114 $261K
Schechter Investment Advisors, LLC 0.02% Reduce -41.0% 2,114 $261K
TrinityBridge Ltd 0.01% Reduce -28.1% 2,110 $261K
Douglas Lane & Associates, LLC 0.00% Reduce -1.2% 2,106 $260K
Chiron Capital Management, LLC 0.24% Add +5.0% 2,105 $260K
HBW Advisory Services LLC 0.04% Reduce -3.4% 2,100 $259K
Moller Wealth Partners 0.06% Reduce -13.0% 2,096 $259K
Anchor Investment Management, LLC 0.02% No change 2,094 $259K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +4.5% 2,091 $258K
Waters Parkerson & Co., LLC 0.01% No change 2,087 $258K
Brooks, Moore & Associates, Inc. 0.15% No change 2,085 $257K
Alan B Lancz & Associates, Inc. 0.27% No change 2,082 $257K
TD Capital Management LLC 0.03% Add +3.7% 2,074 $256K
Fortune Financial Advisors, LLC 0.22% No change 2,060 $254K
LRI Investments, LLC 0.02% Reduce -11.5% 2,056 $254K
First Financial Bankshares Inc 0.01% No change 2,055 $254K
Los Angeles Capital Management LLC 0.00% Reduce -4.4% 2,050 $253K
Advus Financial Partners, LLC 0.07% Reduce -0.4% 2,047 $253K
Alta Advisers Ltd 0.11% New 2,045 $253K
Defender Capital, LLC. 0.10% Reduce -1.9% 2,036 $252K
Acropolis Investment Management, LLC 0.01% Reduce -5.2% 2,038 $252K
Tritonpoint Wealth, LLC 0.02% New 2,038 $252K
Cabot Wealth Management Inc. 0.03% No change 2,035 $251K
Adero Partners, LLC 0.02% Add +7.0% 2,032 $251K
KLCM Advisors, Inc. 0.03% No change 2,025 $250K
ICONIQ Capital, LLC 0.00% New 2,023 $250K
Versant Capital Management, Inc 0.04% Add +50.3% 2,008 $248K
HHM Wealth Advisors, LLC 0.03% Reduce -0.5% 2,006 $248K
TCI Wealth Advisors, Inc. 0.02% Add +0.6% 2,004 $247K
LeClair Wealth Partners LLC 0.18% No change 2,003 $247K
MV Capital Management, Inc. 0.03% Add +109.1% 1,999 $247K
Pure Financial Advisors, LLC 0.01% Add +9.5% 1,995 $246K
Sharp Wealth Advisory, LLC 0.19% Reduce -36.1% 1,993 $246K
Delta Investment Management, LLC 0.05% Reduce -6.7% 1,992 $246K
Tarbox Family Office, Inc. 0.04% No change 1,991 $246K
Broderick Brian C 0.05% No change 1,990 $246K
Central Bank & Trust Co. 0.04% Add +12.1% 1,990 $246K
Delta Financial Group, Inc. 0.06% Reduce -2.1% 1,938 $245K
Commonwealth Financial Services, LLC 0.05% Add +6.0% 1,979 $244K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,976 $244K
Nicolet Bankshares Inc. 0.05% No change 1,971 $243K
Sandy Cove Advisors, LLC 0.10% Add +7.2% 1,964 $243K
Patrick M Sweeney & Associates, Inc. 0.18% Add +2.4% 1,964 $243K
Empower Advisory Group, LLC 0.00% Reduce -28.5% 1,960 $242K
Abacus Planning Group, Inc. 0.04% New 1,956 $242K
RDA Financial Network 0.07% Reduce -46.1% 1,952 $241K
Indiana Trust & Investment Management Co 0.09% No change 1,945 $240K
X-Square Capital, LLC 0.10% Reduce -0.1% 1,945 $240K
Argus Investors' Counsel, Inc. 0.18% Reduce -0.9% 1,939 $239K
First Interstate Bank 0.01% Reduce -15.3% 1,938 $239K
WASHINGTON TRUST Co 0.01% Reduce -21.3% 1,936 $239K
Trillium Asset Management, LLC 0.01% No change 1,930 $238K
United Community Bank 0.09% Add +4.9% 1,926 $238K
South Dakota Investment Council 0.00% No change 1,920 $237K
AlphaCore Capital LLC 0.02% New 1,916 $237K
Rehmann Capital Advisory Group 0.01% Reduce -0.3% 1,910 $236K
Optima Capital LLC 0.15% Add +0.9% 1,910 $236K
Portside Wealth Group, LLC 0.04% Add +7.5% 1,910 $236K
Little House Capital LLC 0.06% New 1,904 $235K
Bond & Devick Financial Network, Inc. 0.09% No change 1,902 $235K
Blackston Financial Advisory Group, LLC 0.16% Reduce -3.9% 1,897 $234K
McGowan Group Asset Management, Inc. 0.03% No change 1,893 $234K
MIdWestOne Financial Group, Inc. 0.03% No change 1,892 $234K
Tranquility Partners, LLC 0.09% No change 1,891 $234K
Forte Capital LLC 0.03% New 1,891 $234K
Argentarii, LLC 0.12% Add +2.4% 1,887 $233K
Eastern Bank 0.00% Reduce -28.7% 1,887 $233K
Vestor Capital, LLC 0.02% Reduce -14.9% 1,885 $233K
Avestar Capital, LLC 0.02% Reduce -5.9% 1,885 $233K
Oakworth Capital, Inc. 0.02% Add +13.7% 1,881 $232K
Columbia Asset Management 0.05% No change 1,878 $232K
Summit Asset Management, LLC 0.04% Add +0.1% 1,874 $231K
Keating Investment Counselors Inc. 0.07% No change 1,870 $231K
Pettyjohn, Wood & White, Inc. 0.04% Reduce -10.8% 1,863 $230K
Waterloo Capital, L.P. 0.02% New 1,857 $229K
Evoke Wealth, LLC 0.01% Add +2.1% 1,855 $229K
Quent Capital, LLC 0.02% Reduce -3.7% 1,855 $229K
CTC Alternative Strategies, Ltd. 0.28% Add +2.1% 1,850 $228K
Asset Advisors Investment Management, LLC 0.02% New 1,848 $228K
Chicago Capital, LLC 0.01% No change 1,842 $227K
Howland Capital Management LLC 0.01% New 1,841 $227K
PGIM Custom Harvest LLC 0.01% No change 1,841 $227K
Radnor Capital Management, LLC 0.04% No change 1,842 $227K
Robeco Institutional Asset Management B.V. 0.00% New 1,837 $227K
Gallagher Capital Advisors, LLC 0.17% Add +1.0% 1,835 $227K
Wellington Shields & Co., LLC 0.07% No change 1,832 $226K
Financial Advisors Network, Inc. 0.04% New 1,831 $226K
Arbor Investment Advisors, LLC 0.03% New 1,831 $226K
Independent Wealth Network Inc. 0.09% Reduce -5.6% 1,829 $226K
Werba Rubin Papier Wealth Management 0.05% Reduce -2.5% 1,827 $226K
Trueblood Wealth Management, LLC 0.10% Add +0.3% 1,822 $225K
VeraBank, N.A. 0.06% Add +0.8% 1,817 $224K
Wolff Financial Management LLC 0.06% No change 1,815 $224K
Northwest Quadrant Wealth Management, LLC 0.05% Add +0.8% 1,814 $224K
Azimuth Capital Investment Management LLC 0.01% Reduce -6.4% 1,813 $224K
Lifeworks Advisors, LLC 0.04% New 1,812 $224K
Accelerate Investment Advisors LLC 0.19% New 1,809 $223K
PUREfi Wealth, LLC 0.22% New 1,803 $223K
Old Port Advisors 0.07% Reduce -3.0% 1,798 $222K
Viawealth, LLC 0.14% No change 1,791 $221K
Wealthcare Capital Partners, LLC 0.11% New 1,784 $220K
Zullo Investment Group, Inc. 0.09% Add +0.6% 1,784 $220K
Beese Fulmer Investment Management, Inc. 0.02% New 1,783 $220K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 1,781 $220K
Ashton Thomas Securities, LLC 0.06% New 1,751 $219K
Hourglass Capital, LLC 0.06% No change 1,770 $219K
CSS LLC 0.04% Reduce -30.6% 1,770 $219K
Signature Estate & Investment Advisors LLC 0.01% Reduce -11.9% 1,768 $218K
Spring Capital Management, LLC 0.12% No change 1,767 $218K
NovaPoint Capital, LLC 0.07% New 1,767 $218K
Meridian Wealth Advisors, LLC 0.04% Add +0.5% 1,765 $218K
Signature Wealth Management Partners, LLC 0.14% No change 1,765 $218K
Great Diamond Partners, LLC 0.06% No change 1,764 $218K
Kelly Lawrence W & Associates Inc. 0.05% No change 1,758 $217K
L2 Asset Management, LLC 0.04% New 1,753 $216K
Bank of New Hampshire 0.06% Reduce -11.8% 1,752 $216K
Perennial Investment Advisors, LLC 0.02% New 1,749 $216K
LM Advisors LLC 0.04% Reduce -12.6% 1,749 $216K
Kingswood Wealth Advisors, LLC 0.02% Reduce -25.8% 1,742 $216K
Strait & Sound Wealth Management LLC 0.10% Reduce -14.7% 1,745 $215K
Wealthspan Partners, LLC 0.10% New 1,743 $215K
Realta Investment Advisors 0.10% Reduce -16.9% 1,742 $215K
IVC Wealth Advisors LLC 0.11% New 1,730 $214K
Ami Investment Management Inc. 0.07% New 1,729 $213K
Prosperity Consulting Group, LLC 0.02% New 1,728 $213K
Pinnacle Family Advisors, LLC 0.12% New 1,726 $213K
WealthShield Partners, LLC 0.03% New 1,725 $213K
McAdam, LLC 0.01% New 1,720 $212K
Roman Butler Fullerton & Co. 0.08% Reduce -20.8% 2,207 $212K
Sovereign Financial Group, Inc. 0.05% New 1,719 $212K
Bayforest Capital Ltd 0.09% Add +166.8% 1,718 $212K
Per Stirling Capital Management, LLC. 0.03% New 1,711 $211K
Endowment Wealth Management, Inc. 0.14% New 1,711 $211K
Sentry LLC 0.04% New 1,710 $211K
Proficio Capital Partners LLC 0.02% New 1,708 $211K
BIP Wealth, LLC 0.01% New 1,707 $211K
Beirne Wealth Consulting Services, LLC 0.07% New 1,700 $210K
Patton Albertson Miller Group, LLC 0.03% New 1,698 $210K
Crestmont Private Wealth LLC 0.09% New 1,698 $210K
Catalyst Financial Partners LLC 0.04% New 1,697 $210K
Cherry Tree Wealth Management, LLC 0.05% No change 1,695 $209K
Farmers Trust Co. 0.04% New 1,693 $209K
Harbour Trust & Investment Management Co 0.03% Reduce -55.7% 1,689 $209K
Websterrogers Financial Advisors, LLC 0.07% New 1,687 $208K
Catalina Capital Group, LLC 0.14% Reduce -40.1% 1,681 $208K
Cooper Financial Group 0.03% New 1,679 $207K
Transamerica Financial Advisors, LLC 0.02% Reduce -0.7% 1,671 $207K
PFG Private Wealth Management, LLC 0.11% Add +35.9% 1,675 $207K
Three Magnolias Financial Advisors, LLC 0.18% New 1,674 $207K
JNBA Financial Advisors 0.02% Add +155.6% 1,674 $207K
Cullen Investment Group, LTD. 0.03% New 1,664 $205K
Key Client Fiduciary Advisors, LLC 0.09% New 1,660 $205K
Biltmore Family Office, LLC 0.03% New 1,659 $205K
Apella Capital, LLC 0.01% New 1,984 $205K
Aspire Private Capital, LLC 0.05% New 1,656 $204K
Hirtle & Co., LLC 0.01% Reduce -24.5% 1,652 $204K
Murphy Pohlad Asset Management LLC 0.09% New 1,650 $204K
BNC Wealth Management, LLC 0.07% New 1,649 $204K
BLB&B Advisors, LLC 0.01% New 1,648 $203K
Marshall & Sterling Wealth Advisors Inc. 0.14% Reduce -37.3% 1,647 $203K
Jaffetilchin Investment Partners, LLC 0.01% New 1,646 $203K
Schear Investment Advisers, LLC 0.12% Reduce -74.2% 1,645 $203K
Ground Swell Capital, LLC 0.48% New 1,640 $203K
Journey Strategic Wealth LLC 0.01% New 1,639 $202K
West Family Investments, Inc. 0.08% New 1,632 $202K
TCV Trust & Wealth Management, Inc. 0.02% New 1,632 $202K
Perkins Coie Trust Co 0.05% Add +0.4% 1,629 $201K
Harrell Investment Partners, LLC 0.06% New 1,628 $201K
New Wave Wealth Advisors LLC 0.09% Add +0.1% 1,627 $201K
Peterson Wealth Services 0.06% Reduce -2.1% 1,600 $198K
Lanark Financial, Inc. 0.02% — 1,558 $192K
Coastline Trust Co 0.02% Reduce -0.6% 1,549 $191K
Hantz Financial Services, Inc. 0.00% Add +34.4% 1,550 $191K
Johnson Financial Group, Inc. 0.01% Reduce -48.3% 1,541 $190K
Deseret Mutual Benefit Administrators 0.09% Add +9.4% 1,538 $190K
Brown Brothers Harriman & Co. 0.00% Reduce -43.2% 1,532 $189K
Caas Capital Management LP 0.09% New 1,500 $185K
Financial Management Professionals, Inc. 0.02% Reduce -0.1% 1,500 $185K
State of Wyoming 0.02% Reduce -20.0% 1,486 $183K
St Germain D J Co. Inc. 0.01% Reduce -13.1% 1,482 $183K
Westside Investment Management, Inc. 0.04% No change 1,471 $182K
NBT Bank, N.A. 0.01% Reduce -5.9% 1,471 $182K
Arax Advisory Partners 0.01% Reduce -13.7% 1,466 $181K
GeoWealth Management, LLC 0.01% Reduce -30.9% 1,455 $180K
Hager Investment Management Services, LLC 0.12% Add +7.2% 1,438 $178K
Chilton Capital Management LLC 0.01% Reduce -4.3% 1,414 $175K
Evelyn Partners Investment Management LLP 0.01% Reduce -19.4% 1,411 $174K
Caldwell Sutter Capital, Inc. 0.08% Reduce -0.5% 1,397 $173K
Cromwell Holdings LLC 0.11% No change 1,396 $172K
Tompkins Financial Corp. 0.02% No change 1,385 $171K
Armstrong Advisory Group, Inc. 0.01% No change 1,483 $169K
Peoples Bank 0.11% Add +15.4% 1,364 $168K
Shell Asset Management Co. 0.01% No change 1,360 $168K
10Elms LLP 0.20% No change 1,354 $167K
Addison Advisors LLC 0.05% Reduce -1.0% 1,354 $167K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,353 $167K
Grove Bank & Trust 0.02% Add +23.9% 1,348 $166K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 1,334 $165K
Centennial Bank 0.08% Add +17.8% 1,325 $164K
Carolinas Wealth Consulting LLC 0.03% Add +0.1% 1,311 $162K
General Partner, Inc. 0.10% No change 1,303 $161K
Wellington Shields Capital Management, LLC 0.03% No change 1,292 $160K
Smithfield Trust Co 0.01% No change 1,272 $159K
Capital Advisors, Ltd. LLC 0.02% Add +0.1% 1,264 $156K
Sittner & Nelson, LLC 0.06% No change 1,219 $151K
Creative Financial Designs Inc. 0.01% Reduce -6.1% 1,190 $147K
Valley National Advisers Inc. 0.03% Add +34.7% 1,184 $146K
Lazard Asset Management LLC 0.00% Reduce -48.5% 1,173 $144K
AdvisorNet Financial, Inc 0.01% Add +4.4% 1,148 $142K
Riverview Trust Co 0.14% No change 1,119 $138K
Global Financial Private Client, LLC 0.05% Add +2.2% 1,102 $136K
Continuum Advisory, LLC 0.02% Add +3.0% 1,099 $136K
CoreCap Advisors, LLC 0.01% Add +35.4% 1,074 $133K
Sentry Investment Management LLC 0.09% Reduce -23.0% 1,355 $131K
American Capital Advisory, LLC 0.07% Add +0.4% 1,057 $131K
ORG Partners LLC 0.03% Add +18.2% 1,050 $131K
Security National Bank 0.02% No change 1,054 $130K
Tradewinds Capital Management, LLC 0.03% No change 1,034 $128K
Global Trust Asset Management, LLC 0.08% No change 1,005 $124K
Mechanics Financial Corp 0.06% No change 1,000 $123K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.2% 995 $123K
McIlrath & Eck, LLC 0.01% Reduce -17.7% 983 $121K
Mark Sheptoff Financial Planning, LLC 0.07% No change 960 $119K
Tanglewood Legacy Advisors, LLC 0.05% No change 950 $117K
City State Bank 0.04% Reduce -4.6% 942 $116K
Compagnie Lombard Odier SCmA 0.00% Reduce -30.8% 923 $114K
Loomis Sayles & Co. L P 0.00% Add +77.1% 905 $112K
Broadwater Capital Management LLC 0.09% No change 900 $111K
Plato Investment Management Ltd 0.01% No change 880 $110K
Covestor Ltd 0.07% Add +90.5% 884 $109K
American National Bank & Trust 0.01% Reduce -8.2% 882 $109K
Missouri Trust & Investment Co 0.04% Add +17.5% 880 $109K
Y.D. More Investments Ltd 0.01% New 876 $108K
Garde Capital, Inc. 0.01% Reduce -33.5% 867 $107K
CVA Family Office, LLC 0.02% Reduce -11.4% 856 $106K
Beacon Capital Management, LLC 0.01% Add +0.8% 838 $103K
Optimum Investment Advisors 0.05% No change 838 $103K
Private Wealth Asset Management, LLC 0.01% — 835 $103K
McClarren Financial Advisors, Inc. 0.07% New 647 $103K
VSM Wealth Advisory, LLC 0.04% New 829 $102K
Piscataqua Savings Bank 0.09% Add +19.8% 816 $101K
True Wealth Design, LLC 0.04% Add +3270.8% 809 $100K
Asset Planning,Inc 0.08% Add +0.4% 790 $98K
TFC Financial Management, Inc. 0.01% No change 787 $97K
Golden State Wealth Management, LLC 0.01% Add +14.4% 772 $95K
Park Place Capital Corp 0.03% Reduce -32.8% 772 $95K
Cloud Capital Management, LLC 0.07% — 772 $95K
Gleason Group, Inc. 0.02% Add +0.9% 760 $94K
Rialto Wealth Management, LLC 0.03% Add +1.2% 753 $93K
Motco 0.01% Add +3.2% 749 $92K
Sound Income Strategies, LLC 0.01% Add +19.8% 743 $92K
Beaird Harris Wealth Management, LLC 0.01% Reduce -1.2% 734 $91K
Avion Wealth 0.02% No change 793 $90K
Brown, Lisle/Cummings, Inc. 0.03% Add +0.6% 724 $89K
New Millennium Group LLC 0.06% Reduce -54.7% 712 $88K
Glen Eagle Advisors, LLC 0.01% Add +2.6% 710 $88K
Clark Wealth Partners 0.06% Add +4.0% 700 $86K
Kentucky Trust Co 0.05% No change 700 $86K
Miller Wealth Advisors, LLC 0.05% Add +0.7% 697 $86K
Toth Financial Advisory Corp. 0.01% No change 682 $84K
Putney Financial Group LLC 0.09% No change 679 $84K
Godsey & Gibb, Inc. 0.01% No change 650 $80K
First Financial Corp. 0.04% Reduce -12.8% 648 $80K
Plante Moran Financial Advisors, LLC 0.01% No change 644 $80K
2UniFi Bank 0.05% No change 604 $78K
Kimelman & Baird, LLC 0.01% No change 625 $77K
Strategic Investment Solutions, Inc. 0.02% Add +3.0% 623 $77K
PFS Partners, LLC 0.04% Add +0.7% 621 $77K
Main Street Group, LTD 0.03% Add +0.2% 616 $76K
Basso Capital Management, L.P. 0.06% No change 612 $76K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 610 $75K
Pandora Wealth, Inc. 0.05% — 605 $75K
Murphy & Mullick Capital Management Corp 0.07% No change 603 $74K
Kestra Investment Management, LLC 0.00% Add +1142.5% 584 $72K
Koesten, Hirschmann & Crabtree, INC. 0.04% No change 574 $71K
Foster Dykema Cabot & Partners, LLC 0.01% No change 573 $71K
Advantage Trust Co 0.04% Add +4.7% 562 $69K
Duncker Streett & Co. Inc. 0.01% No change 556 $69K
Tower View Wealth Management LLC 0.04% Add +0.9% 549 $68K
Sarver Vrooman Wealth Advisors 0.04% — 547 $68K
MorganRosel Wealth Management, LLC 0.02% New 546 $67K
Pittenger & Anderson Inc. 0.00% No change 543 $67K
Front Row Advisors LLC 0.03% No change 535 $66K
JFS Wealth Advisors, LLC 0.00% Add +0.6% 529 $65K
Catalyst Capital Advisors LLC 0.00% Add +45.2% 527 $65K
Wealth Preservation Advisors, LLC 0.05% — 517 $64K
Key Financial Inc 0.01% No change 514 $63K
Manchester Capital Management LLC 0.01% Add +35.2% 503 $62K
Painted Porch Advisors LLC 0.03% No change 503 $62K
Flagship Wealth Advisors, LLC 0.03% No change 500 $62K
Acima Private Wealth, LLC 0.02% No change 500 $62K
DecisionPoint Financial, LLC 0.02% No change 500 $62K
Evermay Wealth Management LLC 0.01% No change 500 $62K
Aventura Private Wealth, LLC 0.03% No change 498 $61K
Hemington Wealth Management 0.01% Add +33.3% 496 $61K
Stonebridge Financial Group, LLC 0.01% Reduce -15.1% 488 $60K
Millstone Evans Group, LLC 0.04% No change 481 $59K
1 North Wealth Services LLC 0.03% New 474 $59K
Crowley Wealth Management, Inc. 0.05% No change 455 $56K
Fourth Dimension Wealth, LLC 0.03% Add +125.0% 450 $56K
Pin Oak Investment Advisors Inc. 0.04% No change 485 $55K
Medallion Wealth Advisors, LLC 0.02% Add +0.7% 432 $54K
SBI Securities Co., Ltd. 0.00% Reduce -0.5% 426 $53K
Cary Street Partners Investment Advisory LLC 0.03% Add +74.7% 421 $52K
Whipplewood Advisors, LLC 0.03% Reduce -19.2% 324 $50K
Costello Asset Management, INC 0.02% New 400 $49K
Financial Gravity Asset Management, Inc. 0.01% — 397 $49K
Evolution Advisers, Inc. 0.03% Reduce -0.7% 400 $49K
Ogorek Anthony Joseph /NY/ 0.02% Add +1968.4% 393 $48K
Moisand Fitzgerald Tamayo, LLC 0.01% New 385 $48K
PrairieView Partners, LLC 0.00% No change 383 $47K
Prestige Wealth Management Group LLC 0.01% No change 358 $44K
Battery Global Advisors, LLC 0.02% No change 358 $44K
Arlington Trust Co LLC 0.01% No change 348 $43K
Clearstead Trust, LLC 0.01% Add +34.4% 336 $41K
CBIZ Investment Advisory Services, LLC 0.00% No change 335 $41K
Dynamic Wealth Strategies, LLC 0.03% New 330 $41K
Bellwether Advisors, LLC 0.01% No change 329 $41K
New England Capital Financial Advisors LLC 0.02% Add +0.3% 322 $40K
Private Wealth Management Group, LLC 0.01% No change 321 $40K
Transce3nd, LLC 0.02% Reduce -42.3% 321 $40K
Copia Wealth Management 0.04% Reduce -1.9% 311 $38K
Hoese & Co LLP 0.03% No change 302 $37K
Nova Wealth Management, Inc. 0.03% New 301 $37K
Morgan Dempsey Capital Management LLC 0.02% Reduce -27.5% 301 $37K
Future Financial Wealth Managment LLC 0.03% No change 300 $37K
Compass Financial Services Inc 0.02% Add +9.1% 300 $37K
Mattson Financial Services, LLC 0.01% No change 300 $37K
Centerpoint Advisors, LLC 0.01% No change 300 $37K
SRH Advisors, LLC 0.01% No change 299 $37K
Truvestments Capital LLC 0.01% Reduce -9.2% 295 $36K
Longview Financial Advisors LLC 0.02% No change 286 $35K
Crews Bank & Trust 0.01% No change 285 $35K
Rogco, LP 0.01% Reduce -19.1% 283 $35K
First Command Advisory Services, Inc. 0.00% Reduce -41.4% 283 $35K
BOK Financial Private Wealth, Inc. 0.00% Add +92.4% 277 $34K
Trust Co 0.00% No change 276 $34K
Steph & Co. 0.01% No change 276 $34K
Tsfg, LLC 0.01% Add +0.4% 272 $34K
West Branch Capital LLC 0.01% No change 275 $34K
Global Wealth Strategies & Associates 0.01% New 275 $34K
Kings Path Partners LLC 0.02% No change 272 $34K
Physician Wealth Advisors, Inc. 0.01% Add +0.4% 270 $33K
Fortitude Family Office, LLC 0.01% No change 266 $33K
Winnacle Wealth LLC 0.03% Add +2.8% 262 $32K
Wood Tarver Financial Group, LLC 0.01% Reduce -0.8% 260 $32K
CNB Bank 0.02% No change 257 $32K
Bogart Wealth, LLC 0.00% Add +14.6% 252 $31K
Signature Resources Capital Management, LLC 0.03% No change 250 $31K
Cornerstone National Bank & Trust Co 0.01% No change 250 $31K
Olistico Wealth, LLC 0.02% Reduce -9.1% 249 $31K
SJS Investment Consulting Inc. 0.01% No change 249 $31K
Rise Advisors, LLC 0.01% Reduce -2.0% 249 $31K
Graney & King, LLC 0.02% Add +0.8% 247 $31K
Gen-Wealth Partners Inc 0.01% No change 247 $31K
Ameriflex Group, Inc. 0.01% Add +146.0% 246 $30K
Tacita Capital Inc 0.02% No change 245 $30K
GW&K Investment Management, LLC 0.00% Add +18.3% 239 $30K
Bruce G. Allen Investments, LLC 0.02% Add +9.6% 240 $30K
Pinpoint Asset Management Ltd 0.01% New 238 $29K
Smallwood Wealth Investment Management, LLC 0.02% New 237 $29K
Stephens Consulting, LLC 0.01% Reduce -2.9% 237 $29K
Pacifica Partners Inc. 0.01% Add +8.0% 271 $29K
Pacific Center for Financial Services 0.01% No change 233 $29K
Opal Wealth Advisors, LLC 0.01% New 231 $29K
Olde Wealth Management, LLC 0.01% New 230 $28K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 219 $27K
von Borstel & Associates, Inc. 0.01% New 221 $27K
Bank & Trust Co 0.02% No change 217 $27K
Core Alternative Capital 0.01% Reduce -8.5% 216 $27K
Cornerstone Planning Group LLC 0.01% Add +22.2% 259 $27K
Founders Capital Management 0.02% No change 215 $27K
Morton Brown Family Wealth, LLC 0.01% No change 207 $26K
FWL Investment Management, LLC 0.01% No change 200 $25K
Robinswood Financial LLC 0.01% No change 200 $25K
GoalVest Advisory LLC 0.01% No change 200 $25K
Hoey Investments, Inc. 0.00% No change 200 $25K
FSC Wealth Advisors, LLC 0.02% No change 199 $25K
Glass Jacobson Investment Advisors llc 0.01% No change 213 $24K
Navigoe, LLC 0.02% No change 200 $24K
Coston, McIsaac & Partners 0.01% Reduce -27.5% 200 $24K
Concord Wealth Partners 0.00% Reduce -61.1% 191 $24K
Ruedi Wealth Management, Inc. 0.01% No change 190 $23K
TruNorth Capital Management, LLC 0.01% No change 189 $23K
Salomon & Ludwin, LLC 0.00% No change 189 $23K
Silvant Capital Management LLC 0.00% No change 186 $23K
Heritage Wealth Advisors 0.00% Reduce -28.9% 182 $22K
Ascentis Wealth Management, LLC 0.01% Reduce -23.5% 176 $22K
First Pacific Financial 0.00% New 175 $22K
Valley Wealth Managers, Inc. 0.00% No change 175 $22K
YANKCOM Partnership 0.01% Reduce -36.5% 174 $21K
Parvin Asset Management, LLC 0.02% No change 173 $21K
Byrne Asset Management LLC 0.02% No change 173 $21K
First PREMIER Bank 0.01% Reduce -4.3% 176 $21K
Lagoda Investment Management, L.P. 0.01% No change 170 $21K
Webster Bank, N. A. 0.00% Reduce -37.0% 170 $21K
SOA Wealth Advisors, LLC. 0.00% No change 167 $21K
First United Bank & Trust 0.01% Reduce -17.5% 165 $20K
Bell Investment Advisors, Inc 0.00% Reduce -44.6% 164 $20K
Saudi Central Bank 0.11% New 163 $20K
Atticus Wealth Management, LLC 0.01% No change 160 $20K
Riggs Asset Managment Co. Inc. 0.01% New 160 $20K
Tortoise Investment Management, LLC 0.00% Reduce -74.7% 160 $20K
Blue Bell Private Wealth Management, LLC 0.00% Add +9.0% 158 $20K
Stone House Investment Management, LLC 0.00% New 157 $19K
Friedenthal Financial 0.01% New 155 $19K
Meeder Asset Management Inc. 0.00% New 153 $19K
Lummis Asset Management, LP 0.01% No change 150 $19K
Cape Investment Advisory, Inc. 0.01% Reduce -0.7% 150 $19K
Burkett Financial Services, LLC 0.01% Add +0.7% 148 $18K
Fairscale Capital, LLC 0.02% Add +0.7% 145 $18K
Clear Investment Research, LLC 0.02% No change 139 $17K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -97.8% 139 $17K
Harvest Fund Management Co., Ltd 0.00% Add +24.8% 136 $17K
MeadowBrook Investment Advisors LLC 0.02% No change 137 $17K
Wolff Wiese Magana LLC 0.01% Reduce -8.3% 132 $16K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.07% Add +62.5% 130 $16K
Albion Financial Group 0.00% No change 127 $16K
Roble, Belko & Company, Inc 0.00% Add +13.6% 125 $15K
Promus Capital, LLC 0.01% No change 121 $15K
LMR Partners LLP 0.00% Reduce -98.5% 120 $15K
Fairway Wealth LLC 0.01% No change 118 $15K
TOWER TRUST & INVESTMENT Co 0.01% — 138 $14K
Richardson Capital Management LLC 0.01% No change 115 $14K
Midwest Capital Advisors, LLC 0.01% No change 114 $14K
First Community Trust NA 0.01% No change 111 $14K
Roxbury Financial LLC 0.01% Add +1.9% 105 $14K
LGT Financial Advisors LLC 0.04% Add +0.9% 108 $13K
WPG Advisers, LLC 0.01% Add +118.4% 107 $13K
Sierra Ocean, LLC 0.01% No change 106 $13K
Highline Wealth Partners LLC 0.00% Add +256.7% 107 $13K
Vision Financial Markets LLC 0.01% New 106 $13K
Bfsg, LLC 0.00% No change 103 $13K
Valued Wealth Advisors LLC 0.01% Reduce -1.0% 101 $13K
Creative Capital Management Investments LLC 0.00% Reduce -14.5% 100 $12K
Barrett & Company, Inc. 0.01% No change 100 $12K
Blume Capital Management, Inc. 0.00% New 99 $12K
Activest Wealth Management 0.00% Add +0.0% 98 $12K
Operose Advisors LLC 0.00% No change 96 $12K
High Note Wealth, LLC 0.00% Add +1.1% 96 $12K
Morse Asset Management, Inc 0.00% New 92 $11K
MPWM Advisory Solutions, LLC 0.01% No change 87 $11K
HighMark Wealth Management LLC 0.01% No change 86 $11K
Westend Capital Management, LLC 0.00% Reduce -18.9% 86 $11K
IAG Wealth Partners, LLC 0.00% No change 85 $10K
Dunhill Financial, LLC 0.00% Add +16.4% 85 $10K
Alpine Bank Wealth Management 0.00% — 83 $10K
Iron Horse Wealth Management, LLC 0.00% Add +310.0% 82 $10K
Keener Financial Planning LLC 0.01% No change 82 $10K
Sachetta, LLC 0.00% Add +6.8% 79 $10K
North Capital, Inc. 0.01% — 78 $10K
Hopwood Financial Services, Inc. 0.01% Add +50.0% 75 $9K
Raffa Wealth Management, LLC 0.00% No change 74 $9K
PSI Advisors, LLC 0.00% No change 69 $9K
NFSG Corp 0.00% Reduce -74.8% 69 $9K
Park Square Financial Group, LLC 0.01% Add +195.7% 68 $8K
N.E.W. Advisory Services LLC 0.00% New 67 $8K
Lavaca Capital LLC 0.00% Reduce -64.1% 66 $8K
Abound Wealth Management 0.00% Reduce -19.8% 65 $8K
Financial Perspectives, Inc 0.00% No change 63 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 62 $8K
ZynergyRetirementPlanningLLC 0.01% New 66 $8K
1620 Investment Advisors, Inc. 0.01% Add +411.1% 46 $7K
Christopher J. Hasenberg, Inc 0.00% Add +14.0% 57 $7K
Center for Financial Planning, Inc. 0.00% No change 57 $7K
Principia Wealth Advisory, LLC 0.01% Add +7.9% 68 $7K
Holos Integrated Wealth LLC 0.00% Reduce -40.0% 54 $7K
Anfield Capital Management, LLC 0.00% No change 53 $7K
Noble Wealth Management PBC 0.00% No change 51 $6K
Accredited Wealth Management, LLC 0.01% No change 50 $6K
Financial Freedom, LLC 0.00% No change 50 $6K
Red Tortoise LLC 0.00% Reduce -12.5% 49 $6K
Prudent Man Investment Management, Inc. 0.00% No change 50 $6K
Crewe Advisors LLC 0.00% Reduce -19.6% 45 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 44 $5K
WealthTrak Capital Management LLC 0.00% Add +168.8% 43 $5K
Maryland Capital Advisors Inc. 0.00% No change 42 $5K
Financial Network Wealth Advisors LLC 0.01% Add +366.7% 42 $5K
Cedar Mountain Advisors, LLC 0.00% No change 42 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.7% 38 $5K
Fiduciary Advisors, Inc. 0.00% No change 35 $4K
Horrell Capital Management, Inc. 0.00% No change 34 $4K
Semmax Financial Advisors Inc. 0.00% New 37 $4K
Penserra Capital Management LLC 0.00% Reduce -96.7% 36 $4K
HWG Holdings LP 0.00% New 31 $4K
Tidemark, LLC 0.00% No change 31 $4K
Cetera Trust Company, N.A 0.00% No change 30 $4K
Thompson Investment Management, Inc. 0.00% No change 30 $4K
CGC Financial Services, LLC 0.00% No change 28 $3K
Dogwood Wealth Management LLC 0.00% Reduce -99.4% 27 $3K
Pineridge Advisors LLC 0.00% Reduce -70.9% 25 $3K
FSA Wealth Management LLC 0.00% No change 25 $3K
Spurstone Advisory Services, LLC 0.06% No change 25 $3K
Trivant Custom Portfolio Group, LLC 0.00% No change 25 $3K
Dagco, Inc. 0.00% New 25 $3K
Financial Connections Group, Inc. 0.00% No change 30 $3K
Hughes Financial Services, LLC 0.00% New 24 $3K
WealthCollab, LLC 0.00% No change 24 $3K
PayPay Securities Corp 0.15% Reduce -8.7% 21 $3K
Atala Financial Inc 0.00% No change 20 $2K
Nalls Sherbakoff Group, LLC 0.00% — 17 $2K
Delta Asset Management LLC 0.00% Reduce -32.0% 17 $2K
Ridgewood Investments LLC 0.00% No change 14 $2K
Bare Financial Services, Inc 0.00% New 13 $2K
Rakuten Securities, Inc. 0.00% Add +1000.0% 11 $1K
Perritt Capital Management Inc 0.00% New 10 $1K
Aspect Partners, LLC 0.00% No change 10 $1K
S&T Bank 0.00% New 10 $1K
Osterweis Capital Management Inc. 0.00% New 10 $1K
Bay Harbor Wealth Management, LLC 0.00% New 10 $1K
Parkworth Wealth Management, Inc. 0.00% Reduce -95.5% 7 $864
HFM Investment Advisors, LLC 0.00% — 6 $741
Halbert Hargrove Global Advisors, LLC 0.00% New 6 $741
Atwood & Palmer Inc. 0.00% No change 1 $124
St. Johns Investment Management Company, LLC 0.00% No change 1 $123

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