Phillips 66PSX

13F holders, Q2 2025 (June 30)
1,764holders −30
115new positions
147sold out
8famous investors
$118.75avg. 13F price*

At the end of Q2 2025, 1,764 institutions reported holding Phillips 66 (PSX) in their 13F filings, down 30 from Q1 2025. 115 opened new positions and 147 sold out. The largest holders were Vanguard Group Inc. ($5.5B), BlackRock, Inc. ($3.8B) and State Street Corp. ($2.9B). 8 famous investors held it, including Paul Singer (19.0% of Elliott Investment Management's portfolio), Bill Nygren (2.6% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions115$330.4M
Exits147$279.3M

All 13F filers, Q1 2025 → Q2 2025: 28,452,790 shares bought and 20,892,952 shares sold, net +7,559,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,764 holders

Vanguard Group Inc. 0.09% Add +14.8% 46,368,000 $5.5B
BlackRock, Inc. 0.07% Add +6.6% 31,877,118 $3.8B
State Street Corp. 0.11% Reduce -6.7% 24,318,409 $2.9B
Elliott Investment Management 19.00% Add +22.4% 19,251,000 $2.3B
Wells Fargo & Company 0.41% Reduce -2.1% 15,624,294 $1.9B
Harris Associates (Oakmark Funds) 2.61% Reduce -2.8% 13,449,090 $1.6B
Geode Capital Management, LLC 0.09% Add +17.4% 10,327,304 $1.2B
Bank of New York Mellon Corp 0.21% Add +6.1% 9,394,750 $1.1B
T. Rowe Price Associates Inc. 0.12% Add +33.8% 8,976,104 $1.1B
Morgan Stanley 0.05% Add +1.8% 6,867,580 $819.3M
Invesco Ltd. 0.10% Reduce -1.3% 4,704,727 $561.3M
Norges Bank 0.07% Add +1.8% 4,390,231 $523.8M
UBS Group AG 0.10% Reduce -9.4% 4,196,893 $500.7M
Northern Trust Corp. 0.07% Reduce -9.6% 4,012,833 $478.7M
FMR LLC 0.03% Reduce -7.4% 3,861,197 $460.6M
Charles Schwab Investment Management Inc. 0.07% Add +5.3% 3,268,830 $390.0M
Bank of America Corp. 0.03% Reduce -21.5% 3,242,016 $386.8M
Barrow Hanley Mewhinney & Strauss LLC 1.28% Reduce -0.5% 3,181,658 $379.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +15.3% 2,965,255 $353.8M
Goldman Sachs Group Inc. 0.06% Reduce -23.9% 2,875,418 $343.0M
Dimensional Fund Advisors LP 0.08% Reduce -22.9% 2,872,339 $342.7M
JPMorgan Chase & Co. 0.02% Reduce -3.6% 2,619,467 $312.5M
Amundi 0.10% Add +2.2% 2,334,612 $295.2M
Legal & General Group Plc 0.07% Reduce -3.0% 2,242,639 $267.5M
Pacer Advisors, Inc. 0.58% Add +920.8% 1,877,705 $224.0M
Envestnet Asset Management Inc. 0.06% Reduce -5.9% 1,658,017 $197.8M
Jacobs Levy Equity Management, Inc. 0.71% Reduce -2.0% 1,521,294 $181.5M
Raymond James Financial Inc. 0.06% Reduce -1.0% 1,505,913 $179.7M
LSV Asset Management 0.40% Reduce -5.9% 1,424,626 $170.0M
Boston Partners 0.19% Reduce -1.8% 1,416,063 $169.0M
Nuveen, LLC 0.04% Add +1.5% 1,286,436 $153.5M
Swiss National Bank 0.09% Add +5.9% 1,233,350 $147.1M
Barclays PLC 0.06% Reduce -42.5% 1,212,540 $144.7M
Mariner, LLC 0.18% Add +4.9% 1,042,134 $124.3M
Neuberger Berman Group LLC 0.10% Reduce -0.5% 1,036,721 $123.7M
Royal Bank of Canada 0.02% Add +12.5% 1,027,994 $122.6M
HSBC Holdings PLC 0.08% Reduce -30.0% 1,021,121 $122.0M
Massachusetts Financial Services Co. 0.04% Add +1.6% 1,011,751 $120.7M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +1.9% 941,568 $112.3M
Worldquant Millennium Advisors LLC 0.54% New 905,005 $108.0M
LPL Financial LLC 0.04% Add +4.1% 897,241 $107.0M
Deutsche Bank AG 0.04% Reduce -24.4% 891,111 $106.3M
Stonegate Investment Group, LLC 2.67% Add +71.0% 889,763 $106.1M
Bahl & Gaynor LLC 0.52% Reduce -41.8% 854,543 $101.9M
PNC Financial Services Group, Inc. 0.06% Add +0.3% 815,500 $97.3M
Rhumbline Advisers 0.08% Add +0.8% 796,026 $95.0M
Victory Capital Management Inc. 0.06% Add +200.3% 785,498 $93.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +5.3% 778,433 $92.9M
Corient Private Wealth LP 0.12% Reduce -14.4% 767,416 $91.6M
Holocene Advisors, LP 0.21% Add +2433.1% 711,599 $84.9M
California Public Employees Retirement System 0.05% Add +3.9% 696,577 $83.1M
Alliancebernstein L.P. 0.03% Reduce -28.8% 695,337 $83.0M
BNP Paribas Financial Markets 0.06% Reduce -33.6% 657,755 $78.5M
Millennium Management 0.07% Add +566.1% 643,738 $76.8M
Bank of Montreal 0.04% Reduce -5.0% 639,206 $76.3M
Fayez Sarofim & Co 0.18% Reduce -5.1% 629,795 $75.1M
Allianz Asset Management GmbH 0.10% Reduce -30.2% 626,968 $74.8M
Truist Financial Corp. 0.10% Add +0.4% 588,650 $70.2M
National Pension Service 0.06% Reduce -50.7% 581,886 $69.4M
Principal Financial Group Inc. 0.03% Reduce -1.5% 523,636 $62.5M
Canada Pension Plan Investment Board 0.05% Add +0.5% 505,849 $60.3M
M&T Bank Corp 0.20% Reduce -2.8% 493,201 $58.8M
California State Teachers Retirement System 0.07% Reduce -0.5% 490,721 $58.5M
Russell Investments Group, Ltd. 0.07% Add +8.4% 483,994 $57.7M
Recurrent Investment Advisors LLC 4.51% Add +12.4% 466,980 $55.7M
Prudential Financial Inc. 0.07% Add +18.3% 446,957 $53.3M
Stifel Financial Corp. 0.05% Reduce -0.7% 444,546 $53.0M
Ameriprise Financial Inc. 0.01% Reduce -16.5% 420,409 $50.2M
Focus Partners Wealth 0.10% Reduce -0.8% 405,659 $48.4M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -0.9% 398,201 $47.5M
State Board of Administration of Florida Retirement System 0.08% Add +1.1% 390,982 $46.6M
Citigroup Inc. 0.03% Reduce -15.9% 379,886 $45.3M
AQR Capital Management 0.04% Add +19.3% 360,806 $43.0M
HighTower Advisors, LLC 0.05% Reduce -2.6% 359,065 $42.8M
Alyeska Investment Group, L.P. 0.15% Add +98.2% 349,914 $41.7M
Manufacturers Life Insurance Company, The 0.04% Add +9.1% 346,679 $41.4M
Davis R M Inc. 0.76% Reduce -2.5% 341,348 $40.7M
RNC Capital Management LLC 1.91% Reduce -1.2% 330,711 $39.5M
National Bank of Canada 0.04% Reduce -11.7% 329,723 $39.3M
Aviva PLC 0.08% Add +6.5% 311,887 $37.2M
New York State Teachers Retirement System 0.08% Reduce -2.0% 306,379 $36.6M
Van Eck Associates Corp. 0.04% Add +21.4% 296,171 $35.3M
&partners 0.27% Add +12.4% 291,716 $34.8M
ZWJ Investment Counsel Inc. 1.27% Add +6.2% 285,629 $34.1M
Capital Fund Management S.A. 0.37% Add +698.4% 283,578 $33.8M
Miller Howard Investments Inc. 1.07% Reduce -0.7% 283,518 $33.8M
Old Republic International Corp. 1.31% No change 280,600 $33.5M
STRS Ohio 0.12% Add +199.9% 276,888 $33.0M
Commonwealth Equity Services, LLC 0.04% Reduce -8.0% 276,731 $33.0M
Korea Investment CORP 0.07% Add +14.2% 274,339 $32.7M
Aventail Capital Group, LP 1.44% New 271,503 $32.4M
Brandywine Global Investment Management, LLC 0.23% New 266,183 $31.8M
Ofi Invest Asset Management 0.78% Add +7.4% 308,973 $31.4M
Advisory Resource Group 5.94% Add +1.0% 258,897 $30.9M
State of Wisconsin Investment Board 0.08% Reduce -13.9% 257,263 $30.7M
CANADA LIFE ASSURANCE Co 0.05% Reduce -2.7% 254,522 $30.4M
Assenagon Asset Management S.A. 0.05% Add +1607.2% 254,251 $30.3M
Fort Washington Investment Advisors Inc. 0.17% Add +0.3% 248,902 $29.7M
US Bancorp \de 0.04% Reduce -0.4% 246,576 $29.4M
First Trust Advisors LP 0.02% Reduce -36.2% 238,064 $28.4M
MML Investors Services, LLC 0.08% Add +3.1% 237,553 $28.3M
Baird Financial Group, Inc. 0.05% Add +0.5% 236,167 $28.2M
Teachers Retirement System of the State of Kentucky 0.23% Reduce -6.7% 235,741 $28.1M
Great Lakes Advisors, LLC 0.24% Reduce -3.3% 235,654 $28.1M
Empowered Funds, LLC 0.32% Add +52.0% 234,254 $27.9M
Creative Planning 0.02% Reduce -1.6% 233,972 $27.9M
Franklin Resources Inc. 0.01% Reduce -19.4% 231,841 $27.7M
Stack Financial Management, Inc 2.34% Reduce -1.0% 221,856 $26.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +3.0% 219,672 $26.2M
Janney Montgomery Scott LLC 0.07% Add +1.8% 218,081 $26.0M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.8% 217,917 $26.0M
Todd Asset Management LLC 0.55% Reduce -8.9% 214,000 $25.5M
TCTC Holdings, LLC 0.81% Add +3.5% 211,339 $25.2M
Marshall Wace, LLP 0.03% Add +44.8% 204,320 $24.4M
Torray Investment Partners LLC 3.51% Add +50.4% 202,754 $24.2M
Natixis Advisors, LLC 0.04% Add +4.8% 202,478 $24.2M
Blair William & Co. 0.07% Add +10.3% 201,721 $24.1M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.45% Add +9.0% 199,700 $23.8M
DekaBank Deutsche Girozentrale 0.04% Reduce -2.1% 199,461 $23.8M
Wealth Enhancement Advisory Services, LLC 0.04% Add +17.0% 185,958 $23.7M
Alps Advisors Inc. 0.13% Add +0.9% 192,392 $23.0M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -80.0% 192,253 $22.9M
Pictet Asset Management Holding SA 0.02% Add +3.6% 192,253 $22.9M
Treasurer of the State of North Carolina 0.07% Add +0.8% 190,433 $22.7M
Hikari Power Ltd 1.89% No change 190,330 $22.7M
Nisa Investment Advisors, LLC 0.10% Add +0.7% 184,549 $22.0M
Royal London Asset Management Ltd. 0.05% Reduce -6.2% 182,854 $21.8M
CIBC Private Wealth Group LLC 0.04% Reduce -15.9% 179,630 $21.4M
Empyrean Capital Partners, LP 1.10% New 178,000 $21.2M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -15.1% 174,143 $20.8M
Asset Management One Co., Ltd. 0.06% Reduce -0.7% 167,999 $20.0M
Toronto Dominion Bank 0.04% Add +14.1% 165,223 $19.7M
New York State Common Retirement Fund 0.03% Reduce -62.0% 163,500 $19.5M
Aberdeen Group plc 0.03% Add +4.5% 157,332 $18.9M
Sei Investments Co. 0.02% Add +13.4% 157,455 $18.8M
Chickasaw Capital Management LLC 0.72% Add +2.4% 152,444 $18.2M
TD Asset Management Inc 0.02% Add +0.1% 151,049 $18.0M
Lawson Kroeker Investment Management Inc. 3.35% Add +5.5% 150,520 $18.0M
SG Americas Securities, LLC 0.08% Reduce -0.7% 148,796 $17.8M
Adams Natural Resources Fund, Inc. 2.80% Reduce -60.4% 148,175 $17.7M
Glenmede Investment Management, LP 0.09% — 145,953 $17.4M
Nomura Asset Management Co. Ltd. 0.05% Add +3.4% 144,195 $17.2M
Quantinno Capital Management LP 0.07% Add +96.3% 143,614 $17.1M
Rockefeller Capital Management L.P. 0.04% Reduce -6.1% 142,906 $17.0M
Cetera Investment Advisers 0.03% Add +2.3% 141,627 $16.9M
State of New Jersey Common Pension Fund D 0.06% Reduce -0.9% 139,352 $16.6M
Keybank National Association 0.06% Reduce -1.4% 138,307 $16.5M
Resona Asset Management Co.,Ltd. 0.08% Reduce -3.3% 138,115 $16.5M
F&V Capital Management, LLC 4.15% Add +2.4% 136,142 $16.2M
Wallington Asset Management, LLC 2.25% Add +0.0% 133,793 $16.0M
Engineers Gate Manager LP 0.20% Add +504.9% 131,516 $15.7M
Public Employees Retirement System of Ohio 0.05% Reduce -25.3% 131,496 $15.7M
American Assets Investment Management, LLC 1.25% No change 130,800 $15.6M
Wellington Management Group LLP 0.00% Add +2.3% 129,110 $15.4M
Voya Investment Management LLC 0.02% Add +34.5% 129,080 $15.4M
Rafferty Asset Management, LLC 0.05% Add +4.3% 128,314 $15.3M
Comerica Bank 0.06% Reduce -12.7% 127,340 $15.2M
Captrust Financial Advisors 0.03% Reduce -0.3% 125,031 $14.9M
Hikari Tsushin, Inc. 1.05% Add +1.1% 125,019 $14.9M
Cibc World Market Inc. 0.03% Add +78.8% 124,276 $14.8M
Allspring Global Investments Holdings, LLC 0.02% Add +0.5% 119,400 $14.7M
Gotham Asset Management 0.09% Add +137.9% 122,070 $14.6M
SIR Capital Management, L.P. 1.29% New 120,803 $14.4M
Citadel Advisors 0.01% Reduce -19.6% 119,848 $14.3M
Tortoise Capital Advisors, L.L.C. 0.19% Reduce -4.4% 119,170 $14.2M
Arizona State Retirement System 0.08% Reduce -1.7% 119,112 $14.2M
Trexquant Investment LP 0.16% New 118,095 $14.1M
O'shaughnessy Asset Management, LLC 0.09% Add +33.3% 116,675 $13.9M
NewEdge Advisors, LLC 0.07% Add +42.4% 116,121 $13.9M
Van Lanschot Kempen Investment Management N.V. 0.13% No change 115,977 $13.8M
Susquehanna International Group, LLP 0.02% Add +70.1% 115,642 $13.8M
Gabelli Funds LLC 0.10% Add +0.6% 114,850 $13.7M
Osaic Holdings, Inc. 0.02% Add +7.8% 113,076 $13.5M
Bollard Group LLC 0.30% Add +7.2% 111,818 $13.3M
State of Michigan Retirement System 0.07% Reduce -1.1% 110,812 $13.2M
Public Sector Pension Investment Board 0.06% Reduce -1.6% 108,669 $13.0M
Steward Partners Investment Advisory, LLC 0.10% Add +0.7% 108,175 $12.9M
Kestra Private Wealth Services, LLC 0.18% Add +7.1% 106,708 $12.7M
Verity & Verity, LLC 1.09% Add +1.4% 106,103 $12.7M
GF Fund Management Co. LTD. 0.25% Reduce -3.3% 105,750 $12.6M
MetLife Investment Management, LLC 0.07% Reduce -2.0% 105,144 $12.5M
HUB Investment Partners, LLC 0.43% Add +0.4% 103,570 $12.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +5.8% 99,926 $11.9M
Czech National Bank 0.09% Add +5.0% 99,592 $11.9M
Sanctuary Advisors, LLC 0.07% Reduce -1.2% 98,730 $11.8M
Los Angeles Capital Management LLC 0.04% Add +4710.2% 98,609 $11.8M
Richard C. Young & CO., LTD. 1.16% Add +0.2% 98,248 $11.7M
Associated Banc-Corp 0.33% Reduce -4.0% 98,193 $11.7M
Cambridge Investment Research Advisors, Inc. 0.04% Add +0.4% 97,877 $11.7M
Steamboat Capital Partners, LLC 3.33% New 97,743 $11.7M
Schwerin Boyle Capital Management Inc. 1.29% Reduce -7.5% 97,322 $11.6M
D.A. Davidson & Co. 0.08% Add +0.9% 96,974 $11.6M
Avantax Advisory Services, Inc. 0.06% Add +1.4% 95,431 $11.4M
Mattern Capital Management, LLC 1.35% Add +2.2% 94,198 $11.2M
Oppenheimer Asset Management Inc. 0.13% Reduce -1.7% 94,046 $11.2M
Viking Fund Management LLC 1.51% Add +5.8% 92,000 $11.0M
Eldred Rock Partners, LLC 3.27% Reduce -5.0% 90,184 $10.8M
CCM Investment Advisers LLC 1.16% Add +2.1% 90,094 $10.7M
Pacific Heights Asset Management LLC 0.57% Add +20.0% 90,000 $10.7M
ProShare Advisors LLC 0.02% Add +7.2% 89,066 $10.6M
Macquarie Group Ltd. 0.01% Reduce -9.7% 88,580 $10.6M
Guggenheim Capital LLC 0.09% Add +6.5% 88,489 $10.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -0.5% 88,471 $10.6M
Retirement Systems of Alabama 0.04% Reduce -1.5% 87,425 $10.4M
Daymark Wealth Partners, LLC 0.38% Add +2.0% 84,583 $10.1M
Skba Capital Management LLC 1.45% No change 84,435 $10.1M
CW Advisors, LLC 0.10% Reduce -2.5% 82,691 $9.9M
Heritage Investors Management Corp. 0.31% Reduce -0.2% 82,411 $9.8M
American Century Companies Inc. 0.01% Add +2.9% 80,942 $9.7M
Hamilton Capital Partners Inc. 0.49% Add +35.1% 80,394 $9.6M
Advisory Services Network, LLC 0.15% Add +0.5% 76,795 $9.5M
Amalgamated Bank 0.07% Reduce -0.7% 79,505 $9.5M
DNB Asset Management AS 0.04% Add +2.1% 79,027 $9.4M
Daiwa Securities Group Inc. 0.03% Add +2.5% 78,377 $9.3M
Dark Forest Capital Management LP 0.37% New 78,033 $9.3M
Marco Investment Management LLC 0.77% Add +0.8% 77,722 $9.3M
Visionary Wealth Advisors 0.47% Add +6.1% 76,497 $9.1M
Cerity Partners LLC 0.02% Reduce -46.1% 75,062 $9.0M
Kestra Advisory Services, LLC 0.04% Reduce -2.7% 74,533 $8.9M
State of Tennessee, Department of Treasury 0.03% Reduce -31.4% 74,388 $8.9M
Ensign Peak Advisors, Inc 0.02% Reduce -20.6% 74,366 $8.9M
Bryn Mawr Trust Advisors, LLC 0.48% Add +0.2% 74,126 $8.8M
Simmons Bank 0.63% Reduce -1.0% 73,598 $8.8M
Wealthfront Advisers LLC 0.02% Add +48.0% 73,273 $8.7M
Adell Harriman & Carpenter Inc. 0.58% Reduce -6.3% 73,175 $8.7M
Bokf, NA 0.14% Add +76.3% 73,068 $8.7M
Calamos Advisors LLC 0.05% No change 71,944 $8.6M
Illinois Municipal Retirement Fund 0.12% Add +45.4% 71,576 $8.5M
Teacher Retirement System of Texas 0.04% Reduce -10.3% 71,397 $8.5M
AXA S.A. 0.02% Reduce -4.7% 69,696 $8.3M
Venture Visionary Partners LLC 0.31% Reduce -1.5% 69,551 $8.3M
Voloridge Investment Management, LLC 0.03% New 69,219 $8.3M
Cambria Investment Management, L.P. 0.55% Reduce -9.5% 68,954 $8.2M
Utah Retirement Systems 0.08% Reduce -0.9% 67,716 $8.1M
Osborne Partners Capital Management, LLC 0.42% Reduce -0.0% 66,763 $8.0M
Verition Fund Management LLC 0.05% Reduce -31.2% 66,583 $7.9M
Advisors Capital Management, LLC 0.11% Add +4.4% 66,199 $7.9M
IFM Investors Pty Ltd 0.08% Reduce -2.2% 66,119 $7.9M
Rodgers Brothers Inc. 0.99% Reduce -0.9% 65,913 $7.9M
Pathstone Holdings, LLC 0.03% Reduce -23.1% 64,314 $7.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -18.8% 64,114 $7.6M
Foundation Resource Management Inc. 1.16% Reduce -0.7% 62,933 $7.5M
Police & Firemen's Retirement System of New Jersey 0.07% Add +3.2% 61,821 $7.4M
Yousif Capital Management, LLC 0.08% Reduce -0.0% 61,401 $7.3M
Xponance LLC 0.06% Add +3.4% 61,226 $7.3M
Entropy Technologies, LP 0.58% New 60,756 $7.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +22.5% 60,286 $7.2M
Spirit of America Management Corp. 1.47% Reduce -19.5% 59,186 $7.1M
Cypress Capital Group 0.87% Reduce -7.2% 58,816 $7.0M
CIBC Asset Management Inc 0.02% Reduce -19.9% 57,637 $6.9M
River Road Asset Management, LLC 0.09% Add +51.7% 55,604 $6.9M
Brown Advisory Inc. 0.01% Add +0.3% 57,439 $6.9M
Alley Investment Management Company, LLC 0.83% Add +1.4% 57,318 $6.8M
Mercer Global Advisors Inc. 0.02% Reduce -3.8% 57,035 $6.8M
First Fiduciary Investment Counsel, Inc. 1.34% Add +7.5% 56,810 $6.8M
Jones Financial Companies LLLP 0.01% Add +27.2% 56,438 $6.7M
TD Waterhouse Canada Inc. 0.05% Add +13.9% 54,534 $6.7M
Ieq Capital, LLC 0.04% Add +31.0% 56,249 $6.7M
New York Life Investment Management LLC 0.06% Add +0.3% 55,453 $6.6M
USS Investment Management Ltd 0.04% Reduce -52.4% 55,077 $6.6M
Public Employees Retirement Association of Colorado 0.03% Reduce -3.6% 54,505 $6.5M
Walleye Trading LLC 0.16% Add +783.5% 54,246 $6.5M
Nordwand Advisors, LLC 1.00% New 53,681 $6.4M
Telos Capital Management, Inc. 0.65% Add +2.2% 53,565 $6.4M
J.W. Cole Advisors, Inc. 0.13% Add +0.8% 53,182 $6.3M
Vanguard Personalized Indexing Management, LLC 0.07% Add +19.0% 52,947 $6.3M
AG2R La Mondiale Gestion D'actifs 0.32% No change 52,804 $6.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -14.9% 51,676 $6.2M
NewSquare Capital LLC 0.46% Add +4.8% 52,111 $6.1M
Cibc World Markets Corp. 0.04% Add +2.9% 51,272 $6.1M
Advisors Asset Management, Inc. 0.11% Reduce -10.1% 51,119 $6.1M
Kornitzer Capital Management Inc. 0.12% Reduce -1.2% 50,802 $6.1M
Nissay Asset Management Corp. /Japan 0.04% Reduce -1.6% 50,471 $6.0M
Mirador Capital Partners LP 0.98% Add +2.6% 50,364 $6.0M
Schroder Investment Management Group 0.01% Reduce -3.8% 50,260 $6.0M
RBF Capital, LLC 0.30% No change 50,000 $6.0M
Leavell Investment Management, Inc. 0.27% Reduce -4.8% 49,959 $6.0M
Commerce Bank 0.04% Reduce -7.4% 49,632 $5.9M
Mackenzie Financial Corp. 0.01% Add +13.1% 49,615 $5.9M
Royal Fund Management, LLC 0.63% Add +5.4% 49,517 $5.9M
Bank of Nova Scotia 0.01% Add +4.1% 49,491 $5.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +4.8% 49,390 $5.9M
Swiss Life Asset Management Ltd 0.04% Add +5.0% 49,342 $5.9M
NorthCoast Asset Management LLC 0.02% Add +41.7% 48,077 $5.7M
Waverly Advisors, LLC 0.06% Reduce -4.8% 48,014 $5.7M
Wesbanco Bank Inc. 0.17% Add +0.3% 47,888 $5.7M
MAI Capital Management 0.04% Add +7.2% 47,861 $5.7M
Scissortail Wealth Management, LLC 1.37% Reduce -0.8% 47,746 $5.7M
Stablepoint Partners, LLC 0.97% Add +0.7% 47,648 $5.7M
Level Four Advisory Services, LLC 0.21% Add +9.9% 47,588 $5.7M
Park Avenue Securities LLC 0.05% Reduce -2.8% 46,794 $5.6M
Mutual of America Capital Management LLC 0.06% Reduce -2.7% 46,718 $5.6M
AlTi Global, Inc. 0.14% Add +5.7% 44,629 $5.6M
Atlantic Union Bankshares Corp 0.13% Add +13.8% 46,159 $5.5M
State of Alaska, Department of Revenue 0.06% Reduce -5.2% 45,876 $5.5M
Salem Investment Counselors Inc. 0.17% Reduce -0.4% 45,681 $5.4M
Stolper Co 1.79% Reduce -1.1% 45,635 $5.4M
Disciplined Investments, LLC 2.30% Reduce -11.9% 45,594 $5.4M
Manning & Napier Advisors LLC 0.06% Reduce -58.0% 45,428 $5.4M
Navellier & Associates Inc. 0.67% Add +0.1% 45,313 $5.4M
Old National Bancorp 0.10% Add +533.7% 45,001 $5.4M
Lido Advisors, LLC 0.03% Reduce -7.1% 44,610 $5.3M
Woodline Partners LP 0.03% Add +26.3% 44,072 $5.3M
Dakota Wealth Management 0.11% Reduce -8.3% 43,927 $5.2M
Arkadios Wealth Advisors 0.15% Add +42.0% 42,855 $5.1M
San Luis Wealth Advisors LLC 1.09% Add +769.3% 42,649 $5.1M
Kingsview Wealth Management, LLC 0.09% Reduce -7.2% 42,584 $5.1M
Canal Insurance CO 1.13% No change 42,500 $5.1M
King Luther Capital Management Corp. 0.02% Add +0.2% 42,478 $5.1M
OP Asset Management Ltd 0.07% Add +0.7% 42,410 $5.1M
Coldstream Capital Management Inc. 0.08% Add +2.5% 42,303 $5.0M
Aptus Capital Advisors, LLC 0.05% Add +7.5% 42,260 $5.0M
Cwm, LLC 0.02% Add +11.7% 42,204 $5.0M
Thrivent Financial for Lutherans 0.01% Add +81.1% 42,205 $5.0M
Cyndeo Wealth Partners, LLC 0.30% Add +3.7% 42,167 $5.0M
Sovereign Investment Advisors, LLC 1.38% No change 42,129 $5.0M
Trajan Wealth LLC 0.24% Add +2.5% 41,657 $5.0M
Kesler, Norman & Wride, LLC 0.88% Add +1.7% 41,575 $5.0M
Edgestream Partners, L.P. 0.14% New 41,511 $5.0M
Heritage Trust Co 0.57% Add +3.8% 41,416 $4.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -24.3% 41,159 $4.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.63% Add +22.5% 40,743 $4.9M
Prospera Financial Services Inc 0.09% Reduce -12.2% 40,336 $4.8M
Quadrature Capital Ltd 0.08% New 40,272 $4.8M
Colonial Trust Advisors 0.40% Reduce -6.4% 40,063 $4.8M
Pinkerton Wealth, LLC 0.57% Add +8.2% 39,980 $4.8M
Texas Yale Capital Corp. 0.16% Reduce -1.8% 39,948 $4.8M
NEOS Investment Management LLC 0.06% Add +22.7% 39,698 $4.7M
Quotient Wealth Partners, LLC 0.14% Add +0.6% 39,642 $4.7M
Altrius Capital Management Inc 1.10% Add +10.4% 39,569 $4.7M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -8.4% 39,501 $4.7M
HITE Hedge Asset Management LLC 0.27% New 39,372 $4.7M
Compass Wealth Management LLC 1.11% Add +90.0% 39,192 $4.7M
Strategic Planning Group, LLC 0.76% Add +10.6% 39,102 $4.7M
Alpha Omega Wealth Management LLC 0.83% Add +16.6% 39,048 $4.7M
Montgomery Investment Management Inc. 1.80% Reduce -3.7% 38,996 $4.7M
Rothschild Investment LLC 0.29% Add +2.6% 38,943 $4.6M
HM Payson & Co. 0.07% Add +4.4% 38,291 $4.6M
Huntington National Bank 0.04% Reduce -0.6% 38,268 $4.6M
Brevan Howard Capital Management LP 0.05% Add +94.5% 37,992 $4.5M
Meyer Handelman Co. 0.15% Reduce -1.9% 37,722 $4.5M
Sienna Gestion 0.31% No change 41,182 $4.5M
Brady Family Wealth, LLC 1.38% Reduce -3.9% 37,480 $4.5M
Farmers & Merchants Investments Inc. 0.13% Reduce -0.0% 37,465 $4.5M
Wilmington Savings Fund Society, FSB 0.08% Add +5.3% 36,902 $4.4M
Ancora Advisors LLC 0.09% Add +1.0% 36,887 $4.4M
Sterling Capital Management LLC 0.06% Add +312.1% 36,665 $4.4M
Generali Asset Management SPA SGR 0.10% Reduce -15.9% 36,574 $4.4M
Parr McKnight Wealth Management Group, LLC 0.60% Add +8.5% 36,478 $4.4M
Nexpoint Asset Management, L.P. 0.42% Add +143.8% 36,475 $4.4M
United Capital Financial Advisors, LLC 0.03% Reduce -4.3% 36,165 $4.3M
Oppenheimer & Co. Inc. 0.06% Add +1.2% 36,116 $4.3M
UMB Bank, n.a. 0.07% Reduce -3.8% 36,088 $4.3M
Gladstone Institutional Advisory LLC 0.18% Add +0.6% 36,062 $4.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.5% 36,003 $4.3M
Cary Street Partners Financial LLC 0.12% Reduce -4.2% 35,609 $4.2M
Private Advisor Group, LLC 0.02% Reduce -0.3% 35,459 $4.2M
KBC Group NV 0.01% Add +12.4% 35,343 $4.2M
Infrastructure Capital Advisors, LLC 0.69% Add +57.5% 35,321 $4.2M
Oregon Public Employees Retirement Fund 0.07% Reduce -1.9% 35,149 $4.2M
Kintayl Capital LP 2.62% Add +51.8% 35,091 $4.2M
SteelPeak Wealth, LLC 0.16% Add +5.2% 35,077 $4.2M
Kenora Financial, LLC 1.55% Reduce -2.6% 34,861 $4.2M
Vontobel Holding Ltd. 0.01% Add +4.8% 34,404 $4.1M
Martin Capital Partners, LLC 1.60% Add +248.4% 34,158 $4.1M
Nations Financial Group Inc, /Ia/ 0.28% Reduce -0.4% 34,139 $4.1M
Chatham Capital Group, Inc. 0.62% Add +2.7% 34,055 $4.1M
Community Bank & Trust, Waco, Texas 0.92% Add +1.2% 33,957 $4.1M
SevenBridge Financial Group, LLC 0.71% Add +11.6% 33,719 $4.0M
Opus Investment Management Inc. 2.68% No change 33,800 $4.0M
UniSuper Management Pty Ltd 0.03% Reduce -0.4% 33,638 $4.0M
Clearbridge Investments, LLC 0.00% Reduce -0.2% 32,858 $3.9M
Colonial Trust Co / SC 0.57% Reduce -14.5% 32,560 $3.9M
Franklin, Parlapiano, Turner & Welch, LLC 1.01% No change 32,517 $3.9M
Wolverine Trading, LLC 0.10% Reduce -34.0% 32,383 $3.9M
Pinnacle Associates Ltd. 0.06% Reduce -1.8% 32,356 $3.9M
Northeast Financial Consultants Inc 0.16% Reduce -1.5% 32,220 $3.8M
Fort Point Capital Partners LLC 0.39% Reduce -55.0% 32,199 $3.8M
McDonald Partners LLC 0.92% Reduce -0.7% 32,073 $3.8M
Composition Wealth, LLC 0.06% Reduce -4.2% 31,678 $3.8M
Stratos Investment Management, LLC 0.17% Add +6.7% 31,657 $3.8M
Natixis 0.02% Add +269.7% 31,422 $3.7M
Elo Mutual Pension Insurance Co 0.08% Reduce -1.9% 31,235 $3.7M
Benjamin Edwards Inc. 0.05% Add +4.9% 30,878 $3.7M
HB Wealth Management, LLC 0.03% Add +5.0% 30,739 $3.7M
Concurrent Investment Advisors, LLC 0.07% Add +2.2% 30,713 $3.7M
Independent Advisor Alliance 0.11% Reduce -0.7% 30,591 $3.6M
Sequoia Financial Advisors, LLC 0.02% Reduce -2.5% 30,105 $3.6M
GeoSphere Capital Management, LLC 3.67% Add +47.4% 30,000 $3.6M
First American Bank 0.24% Reduce -1.0% 29,952 $3.6M
Virginia Wealth Management Group, Inc. 2.16% Add +2.4% 29,846 $3.6M
Beacon Financial Group 0.37% Reduce -6.1% 29,547 $3.5M
Commerzbank Aktiengesellschaft 0.08% Add +51.6% 29,529 $3.5M
Ellerson Group Inc. 2.47% Reduce -1.1% 29,422 $3.5M
OneDigital Investment Advisors LLC 0.04% Reduce -1.2% 28,293 $3.4M
Mizuho Securities USA LLC 0.07% — 28,156 $3.4M
Cardinal Capital Management 0.49% Add +4.7% 27,932 $3.3M
Orion Porfolio Solutions, LLC 0.03% Add +32.0% 27,886 $3.3M
German American Bancorp, Inc. 0.32% Reduce -3.0% 27,852 $3.3M
Glass Wealth Management Co LLC 1.76% Reduce -1.8% 27,734 $3.3M
Beacon Pointe Advisors, LLC 0.03% Reduce -4.1% 27,407 $3.3M
Metis Global Partners, LLC 0.08% Reduce -2.9% 27,336 $3.3M
Carnegie Investment Counsel 0.07% Add +4.3% 27,178 $3.2M
CENTRAL TRUST Co 0.07% Reduce -0.9% 26,831 $3.2M
Sendero Wealth Management, LLC 0.40% Reduce -63.1% 26,790 $3.2M
Hilltop Holdings Inc. 0.20% Reduce -2.9% 26,678 $3.2M
Kentucky Retirement Systems 0.09% Reduce -6.2% 26,451 $3.2M
Parsons Capital Management Inc. 0.19% Reduce -28.2% 26,368 $3.1M
Norinchukin Bank, The 0.05% Reduce -2.5% 26,362 $3.1M
Citizens National Bank Trust Department 0.63% Reduce -0.8% 26,267 $3.1M
Principle Wealth Partners LLC 0.20% No change 26,204 $3.1M
Quantitative Investment Management, LLC 0.42% New 26,158 $3.1M
Janus Henderson Group PLC 0.00% Reduce -79.7% 26,154 $3.1M
Baxter Bros Inc. 0.38% Reduce -11.4% 26,067 $3.1M
Cullen/Frost Bankers, Inc. 0.04% Add +40.0% 26,012 $3.1M
DAVENPORT & Co LLC 0.02% Add +6.8% 25,678 $3.1M
Praxis Investment Management Inc. 0.20% Reduce -15.3% 25,460 $3.0M
Johnson Investment Counsel Inc. 0.03% Add +2.7% 24,933 $3.0M
Hartford Investment Management Co. 0.09% Reduce -2.6% 24,556 $2.9M
Candriam S.C.A. 0.02% Reduce -6.7% 24,522 $2.9M
O'Keefe Stevens Advisory, Inc. 0.81% Reduce -0.1% 24,144 $2.9M
Ameritas Investment Partners, Inc. 0.09% Add +0.6% 24,048 $2.9M
First Manhattan Co. Llc. 0.01% Reduce -8.6% 23,847 $2.8M
Choreo, LLC 0.04% Reduce -0.5% 23,417 $2.8M
Tocqueville Asset Management L.P. 0.04% Reduce -6.3% 23,374 $2.8M
Federated Hermes, Inc. 0.01% Reduce -15.8% 23,193 $2.8M
Rockline Wealth Management, LLC 0.65% Reduce -1.7% 23,070 $2.8M
Silvercrest Asset Management Group LLC 0.02% Add +2.6% 22,917 $2.7M
Community Bank, N.A. 0.35% Add +7.3% 22,627 $2.7M
DT Investment Partners, LLC 0.24% Reduce -4.5% 22,610 $2.7M
Ramirez Asset Management, Inc. 0.41% Add +135.9% 22,562 $2.7M
Neo Ivy Capital Management 0.86% New 22,494 $2.7M
Cheviot Value Management, LLC 0.31% Reduce -0.5% 22,485 $2.7M
TD Private Client Wealth LLC 0.07% Reduce -9.2% 22,389 $2.7M
Catherine Avery Investment Management LLC 2.01% Add +24.1% 22,171 $2.6M
Geneos Wealth Management Inc. 0.06% Add +378.5% 22,054 $2.6M
LRT Capital Management, LLC 1.56% Add +44.6% 22,029 $2.6M
Americana Partners, LLC 0.09% Reduce -6.5% 21,953 $2.6M
Campbell & CO Investment Adviser LLC 0.16% New 21,893 $2.6M
DCM Advisors, LLC 1.12% Add +10.7% 21,854 $2.6M
Fifth Third Bancorp 0.01% Reduce -14.6% 21,823 $2.6M
New Age Alpha Advisors, LLC 0.11% Reduce -39.8% 21,694 $2.6M
Exencial Wealth Advisors, LLC 0.09% Reduce -2.4% 21,586 $2.6M
RMR Wealth Builders 0.23% New 21,576 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -3.1% 21,500 $2.6M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -1.4% 21,492 $2.6M
Azzad Asset Management Inc. 0.27% Add +5.0% 21,442 $2.6M
Tokio Marine Asset Management Co. Ltd. 0.10% Reduce -0.5% 21,437 $2.6M
Magnetar Financial LLC 0.01% Reduce -75.1% 21,358 $2.5M
Securian Asset Management, Inc. 0.07% Reduce -2.7% 21,301 $2.5M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -21.9% 21,262 $2.5M
Riverview Capital Advisers, LLC 0.73% Reduce -22.8% 21,248 $2.5M
Equitable Trust Co. 0.13% Reduce -15.1% 21,221 $2.5M
Atria Investments, Inc 0.03% Reduce -10.4% 21,156 $2.5M
Cohen & Steers, Inc. 0.00% Reduce -53.8% 20,983 $2.5M
Groupama Asset Managment 0.04% Reduce -1.4% 20,951 $2.5M
Gulf International Bank (UK) Ltd 0.09% Reduce -13.6% 20,912 $2.5M
Midwest Trust Co 0.03% — 20,891 $2.5M
Argyle Capital Management, LLC 0.90% Add +2.2% 20,867 $2.5M
Intech Investment Management LLC 0.02% Reduce -17.6% 20,863 $2.5M
NorthCrest Asset Manangement, LLC 0.07% Add +2.6% 19,377 $2.5M
Crossmark Global Holdings, Inc. 0.04% Add +1.6% 20,646 $2.5M
First Nebraska Trust Co 0.23% Reduce -0.5% 20,493 $2.4M
Somerset Trust Co 0.80% Reduce -0.3% 20,485 $2.4M
CI Investments Inc. 0.01% Add +322.6% 20,426 $2.4M
Mitchell & Pahl Private Wealth, LLC 1.07% Add +5.1% 20,377 $2.4M
KMG Fiduciary Partners, LLC 0.18% Add +4.9% 20,369 $2.4M
Mader & Shannon Wealth Management, Inc. 1.32% Add +0.5% 20,313 $2.4M
Machina Capital S.A.S. 0.50% New 20,234 $2.4M
Brookstone Capital Management 0.03% Add +3.1% 20,130 $2.4M
Procyon Advisors, LLC 0.23% Reduce -7.1% 20,047 $2.4M
Engine Capital Management, LP 0.50% No change 20,000 $2.4M
Banque Cantonale Vaudoise 0.10% Add +8.1% 19,851 $2.4M
Intrust Bank NA 0.21% Reduce -0.1% 19,842 $2.4M
Maryland State Retirement & Pension System 0.05% Add +2.7% 19,814 $2.4M
Becker Capital Management Inc. 0.07% Reduce -3.0% 19,758 $2.4M
Regions Financial Corp. 0.02% Add +6.7% 19,441 $2.3M
Prime Capital Investment Advisors, LLC 0.03% Reduce -22.2% 19,406 $2.3M
Summit Trail Advisors, LLC 0.04% New 19,365 $2.3M
New Mexico Educational Retirement Board 0.08% No change 19,328 $2.3M
Sonora Investment Management Group, LLC 0.17% Reduce -25.5% 19,285 $2.3M
Argonautica Private Wealth Management, Inc. 0.73% Reduce -4.5% 19,219 $2.3M
International Assets Investment Management, LLC 0.18% Reduce -0.3% 19,194 $2.3M
Tidal Investments LLC 0.01% Add +3.0% 19,143 $2.3M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -5.5% 18,966 $2.3M
City Holding Co. 0.30% Reduce -0.4% 18,942 $2.3M
Stock Yards Bank & Trust Co. 0.08% Add +1.2% 18,880 $2.3M
SWS Partners 0.60% Reduce -9.6% 18,598 $2.2M
Summit Financial, LLC 0.05% Reduce -4.5% 18,575 $2.2M
PFW Advisors LLC 0.68% Reduce -2.2% 18,557 $2.2M
Patten & Patten Inc. 0.14% Reduce -0.5% 18,554 $2.2M
Cresset Asset Management, LLC 0.01% Reduce -4.0% 18,304 $2.2M
Cherokee Insurance Co 0.94% No change 18,150 $2.2M
Mutual Advisors, LLC 0.05% Add +4.8% 17,258 $2.2M
F/m Investments LLC 0.08% Add +5.7% 18,066 $2.2M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -28.5% 18,053 $2.2M
Synovus Financial Corp. 0.03% Add +0.5% 17,834 $2.1M
Stratos Wealth Partners, LTD. 0.03% Reduce -2.9% 17,807 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Add +0.0% 17,675 $2.1M
Savant Capital, LLC 0.02% Add +25.7% 17,616 $2.1M
Moser Wealth Advisors, LLC 1.00% Add +3.9% 17,541 $2.1M
XML Financial, LLC 0.18% Add +0.5% 17,541 $2.1M
Vise Technologies, Inc. 0.09% — 17,531 $2.1M
Tiaa Trust, National Association 0.01% Reduce -7.3% 17,414 $2.1M
HBK Sorce Advisory LLC 0.06% Reduce -1.5% 17,370 $2.1M
Huntleigh Advisors, Inc. 0.40% Add +0.7% 17,324 $2.1M
Clifford Swan Investment Counsel LLC 0.07% Reduce -1.1% 17,254 $2.1M
DRW Securities, LLC 0.14% Add +97.8% 17,299 $2.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.17% No change 17,120 $2.0M
Wisconsin Capital Management LLC 1.12% No change 17,030 $2.0M
Auxier Asset Management LLC 0.30% Reduce -0.1% 17,003 $2.0M
Voleon Capital Management LP 0.11% Reduce -34.6% 16,982 $2.0M
LBP Am SA 0.03% Reduce -79.6% 16,971 $2.0M
GAMCO Investors 0.02% Add +151.5% 16,910 $2.0M
Cobblestone Capital Advisors LLC 0.10% Add +0.5% 16,851 $2.0M
Northside Capital Management, LLC 0.15% No change 16,725 $2.0M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +15.4% 16,619 $2.0M
Allworth Financial LP 0.01% Add +35.3% 16,559 $2.0M
Merit Financial Group, LLC 0.02% Add +59.6% 16,485 $2.0M
Avantax Planning Partners, Inc. 0.06% Reduce -3.6% 16,456 $2.0M
Profund Advisors LLC 0.07% Reduce -6.0% 16,308 $1.9M
Neville Rodie & Shaw Inc. 0.14% Reduce -1.2% 16,203 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +4.3% 16,143 $1.9M
Keystone Wealth Services, LLC 0.46% Reduce -1.8% 16,118 $1.9M
Private Management Group Inc. 0.06% New 16,109 $1.9M
Mediolanum International Funds Ltd 0.02% Reduce -25.1% 16,092 $1.9M
Vident Advisory, LLC 0.02% Add +1.0% 16,064 $1.9M
Atria Wealth Solutions, Inc. 0.04% Reduce -43.0% 15,868 $1.9M
PFG Investments, LLC 0.11% Add +1.9% 15,948 $1.9M
Quantbot Technologies LP 0.05% New 15,920 $1.9M
River Wealth Advisors LLC 0.24% Reduce -18.0% 15,853 $1.9M
Wedbush Securities Inc. 0.07% Add +2.7% 15,849 $1.9M
Independent Solutions Wealth Management, LLC 0.37% Add +3.1% 15,799 $1.9M
Mattern Wealth Management LLC 0.39% Reduce -14.3% 15,781 $1.9M
Wilkins Investment Counsel Inc. 0.27% Reduce -3.4% 15,718 $1.9M
William B. Walkup & Associates, Inc. 1.10% No change 15,662 $1.9M
OMERS ADMINISTRATION Corp 0.01% Reduce -59.8% 15,652 $1.9M
TBH Global Asset Management, LLC 0.40% Reduce -5.0% 15,633 $1.9M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -4.4% 15,585 $1.9M
Empirical Finance, LLC 0.10% Add +0.7% 15,526 $1.9M
Herold Advisors, Inc. 0.39% Reduce -22.3% 15,472 $1.8M
Gateway Investment Advisers LLC 0.02% Add +30.4% 15,440 $1.8M
SouthState Bank Corp 0.08% Reduce -3.0% 15,164 $1.8M
Valeo Financial Advisors, LLC 0.04% Add +0.9% 15,159 $1.8M
Apollon Wealth Management, LLC 0.04% Add +4.5% 15,126 $1.8M
Canada Post Corp Registered Pension Plan 0.11% New 15,111 $1.8M
Clearstead Advisors, LLC 0.03% Add +10.6% 14,882 $1.8M
Bank Ozk 0.68% Add +7.3% 14,788 $1.8M
Koshinski Asset Management, Inc. 0.13% Reduce -1.9% 14,781 $1.8M
Oak Thistle LLC 0.26% Reduce -34.5% 14,756 $1.8M
Kovack Advisors, Inc. 0.17% Add +3.0% 14,750 $1.8M
Alkeme Wealth, LLC 0.78% Add +13.8% 14,725 $1.8M
Burney Co./ 0.06% Reduce -15.3% 14,703 $1.8M
Redwood Investment Management, LLC 0.19% New 14,675 $1.8M
Great Valley Advisor Group, Inc. 0.04% Reduce -6.0% 14,640 $1.7M
Capital Advisors Inc. 0.03% Reduce -0.5% 14,640 $1.7M
Harvest Portfolios Group Inc. 0.04% Reduce -4.7% 14,589 $1.7M
Caldwell Trust Co 0.17% Reduce -2.3% 14,584 $1.7M
Curbstone Financial Management Corp 0.36% Add +0.3% 14,554 $1.7M
Farther Finance Advisors, LLC 0.03% Add +7.3% 14,546 $1.7M
Everett Harris & Co. 0.02% Reduce -0.7% 14,492 $1.7M
Stephens Inc. 0.02% Reduce -3.6% 14,449 $1.7M
Harbour Investment Management LLC 0.74% Reduce -1.6% 14,288 $1.7M
NJ State Employees Deferred Compensation Plan 0.20% No change 14,200 $1.7M
Haverford Trust Co 0.02% Reduce -3.9% 14,166 $1.7M
Marion Wealth Management 0.42% Add +3.7% 14,141 $1.7M
Squarepoint Ops LLC 0.00% Reduce -59.3% 14,091 $1.7M
QRG Capital Management, Inc. 0.01% Reduce -28.4% 14,040 $1.7M
Segment Wealth Management, LLC 0.11% Add +1.6% 13,922 $1.7M
Energy Income Partners, LLC 0.03% Reduce -1.7% 13,792 $1.6M
NFJ Investment Group, LLC 0.06% Reduce -1.0% 13,763 $1.6M
Logan Capital Management Inc. 0.08% Reduce -0.9% 13,715 $1.6M
Hennion & Walsh Asset Management, Inc. 0.07% Add +2.5% 13,506 $1.6M
YHB Investment Advisors, Inc. 0.12% Add +2.3% 13,472 $1.6M
Equitable Holdings, Inc. 0.01% Add +11.4% 13,428 $1.6M
Weaver C. Barksdale & Associates, Inc. 1.54% Reduce -0.8% 13,413 $1.6M
Private Capital Management, LLC 0.16% Add +1.5% 13,399 $1.6M
Ethic Inc. 0.03% Add +13.7% 13,347 $1.6M
CWC Advisors, LLC. 0.82% Reduce -1.3% 13,271 $1.6M
Great Lakes Retirement, Inc. 0.19% Add +12.0% 13,265 $1.6M
Bleakley Financial Group, LLC 0.04% New 13,202 $1.6M
Paragon Capital Management LLC 0.80% Add +1.0% 13,124 $1.6M
Carret Asset Management, LLC 0.17% Reduce -8.5% 13,124 $1.6M
Evercore Wealth Management, LLC 0.02% Add +3.9% 13,116 $1.6M
Nicholson Wealth Management Group, LLC 0.96% Add +9.8% 13,087 $1.6M
M&G PLC 0.01% Reduce -40.9% 13,103 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.0% 12,998 $1.6M
Bessemer Group Inc. 0.00% Reduce -26.9% 12,989 $1.6M
Crescent Sterling, Ltd. 1.73% Reduce -12.3% 12,941 $1.5M
Tweedy, Browne Co LLC 0.14% Reduce -1.7% 12,874 $1.5M
Cannell & Spears LLC 0.03% Reduce -1.4% 12,765 $1.5M
Rowlandmiller & Partners.adv 0.31% Add +3.4% 12,698 $1.5M
Ar Asset Management Inc. 0.34% No change 12,600 $1.5M
Centiva Capital, LP 0.10% New 12,570 $1.5M
Counterweight Ventures, LLC 0.98% Add +2.5% 12,545 $1.5M
GAMMA Investing LLC 0.09% Add +30.1% 12,531 $1.5M
Wedmont Private Capital 0.06% Add +73.7% 11,434 $1.5M
Icon Wealth Advisors, LLC 0.11% Reduce -37.2% 12,459 $1.5M
Hancock Whitney Corp. 0.03% Reduce -29.4% 12,402 $1.5M
First National Bank of Omaha 0.10% Reduce -5.6% 12,386 $1.5M
Convergence Investment Partners, LLC 0.37% Reduce -1.4% 12,290 $1.5M
Independent Financial Group, LLC 0.04% Add +16.1% 12,270 $1.5M
Moneta Group Investment Advisors LLC 0.02% Add +5.4% 12,267 $1.5M
Vinva Investment Management Ltd 0.04% Reduce -29.4% 12,256 $1.5M
Columbia Bank 0.44% Add +1.8% 11,177 $1.5M
Donoghue Forlines LLC 0.41% Add +3.8% 12,179 $1.5M
Sowell Financial Services LLC 0.06% Reduce -1.8% 12,174 $1.5M
Fruth Investment Management 0.39% Reduce -2.4% 12,173 $1.5M
First Merchants Corp. 0.06% Reduce -15.4% 12,017 $1.4M
IHT Wealth Management, LLC 0.04% Reduce -13.5% 11,956 $1.4M
Pathway Financial Advisers, LLC 0.46% Reduce -0.5% 11,933 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -31.9% 11,923 $1.4M
Dynamic Advisor Solutions LLC 0.04% Reduce -2.0% 11,913 $1.4M
Soundwatch Capital LLC 0.24% New 1,430,039 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +19.0% 11,854 $1.4M
Townsquare Capital LLC 0.14% Reduce -58.5% 11,815 $1.4M
Principal Securities, Inc. 0.03% Reduce -29.6% 11,782 $1.4M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -25.4% 11,746 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -3.5% 11,721 $1.4M
EP Wealth Advisors, LLC 0.01% Add +13.0% 11,721 $1.4M
GC Wealth Management RIA, LLC 0.11% New 11,688 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Reduce -2.1% 11,612 $1.4M
Jacobi Capital Management LLC 0.09% Add +4.1% 11,612 $1.4M
Red Cedar Investment Management, LLC 0.17% No change 11,596 $1.4M
Shelton Capital Management 0.03% Reduce -0.4% 11,585 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.06% — 11,513 $1.4M
Nomura Holdings Inc. 0.01% Reduce -99.7% 11,446 $1.4M
First National Advisers, LLC 0.20% Reduce -0.6% 11,407 $1.4M
Schonfeld Strategic Advisors LLC 0.01% Add +118.7% 11,393 $1.4M
Boyd Watterson Asset Management LLC 0.43% No change 11,307 $1.3M
Bangor Savings Bank 0.12% Reduce -2.4% 11,280 $1.3M
FourThought Financial Partners, LLC 0.13% Reduce -28.1% 11,275 $1.3M
World Investment Advisors 0.03% Add +39.5% 11,271 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -6.5% 11,226 $1.3M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -68.1% 11,212 $1.3M
Bragg Financial Advisors, Inc 0.05% Reduce -1.5% 11,109 $1.3M
Wahed Invest LLC 0.20% Add +5.2% 11,082 $1.3M
SummitTX Capital, L.P. 0.06% Add +21.1% 10,928 $1.3M
Meeder Advisory Services, Inc. 0.07% Reduce -6.7% 10,681 $1.3M
Sigma Planning Corp 0.04% Reduce -13.0% 10,679 $1.3M
Erste Asset Management GmbH 0.01% Add +65.9% 10,620 $1.3M
AE Wealth Management LLC 0.01% Add +25.1% 10,633 $1.3M
CFM Wealth Partners LLC 0.20% Add +0.1% 10,611 $1.3M
Prudential PLC 0.01% Add +70.4% 10,599 $1.3M
Alta Capital Management LLC/ 0.07% Add +8.8% 10,564 $1.3M
CPC Advisors, LLC 0.16% Reduce -9.4% 10,529 $1.3M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -40.6% 10,474 $1.2M
Flavin Financial Services, Inc. 1.21% Reduce -7.4% 10,445 $1.2M
Moors & Cabot, Inc. 0.06% Reduce -8.2% 10,342 $1.2M
Global Retirement Partners, LLC 0.03% — 10,310 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -28.9% 10,302 $1.2M
Resources Management Corp. /CT/ 0.17% Reduce -1.6% 10,273 $1.2M
Jeppson Wealth Management, LLC 0.42% Reduce -0.2% 10,269 $1.2M
Tower Bridge Advisors 0.13% Reduce -2.8% 10,249 $1.2M
Lokken Investment Group LLC 0.47% Add +7.4% 10,235 $1.2M
SCS Capital Management LLC 0.01% Add +29.8% 10,109 $1.2M
Smith Group Asset Management, LLC 0.08% No change 10,084 $1.2M
Smith, Moore & Co. 0.10% Add +1.7% 10,008 $1.2M
Investment Management Corp of Ontario 0.02% Reduce -14.5% 10,001 $1.2M
Mariner Investment Group LLC 0.44% New 10,000 $1.2M
Parcion Private Wealth LLC 0.09% Add +5.2% 9,994 $1.2M
Greenleaf Trust 0.01% Reduce -13.4% 9,935 $1.2M
Hilltop National Bank 0.31% — 9,904 $1.2M
Wealthcare Advisory Partners LLC 0.03% Add +1.6% 9,886 $1.2M
Parallel Advisors, LLC 0.02% Reduce -10.9% 9,768 $1.2M
Balyasny Asset Management L.P. 0.00% Reduce -71.1% 9,765 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -69.7% 9,691 $1.2M
Harfst & Associates, Inc. 0.24% Add +77.5% 9,670 $1.2M
Avidian Wealth Enterprises, LLC 0.05% Add +12.0% 9,669 $1.2M
Ontario Teachers Pension Plan Board 0.02% New 9,657 $1.2M
Cullinan Associates Inc. 0.08% No change 9,639 $1.1M
Quarry LP 0.27% Add +62.6% 9,482 $1.1M
Adirondack Trust Co. 0.41% Reduce -4.5% 9,433 $1.1M
Poehling Capital Management, INC. 0.26% Add +49.0% 9,411 $1.1M
Ostrum Asset Management 0.05% Reduce -21.5% 9,369 $1.1M
Beacon Investment Advisors LLC 0.48% Reduce -1.2% 9,322 $1.1M
Intrua Financial, LLC 0.16% Add +4.7% 9,309 $1.1M
Pavion Blue Capital, LLC 0.49% Reduce -7.6% 9,306 $1.1M
Quadrant Capital Group LLC 0.04% Reduce -9.8% 9,273 $1.1M
Siemens Fonds Invest GmbH 0.06% Add +12.5% 9,181 $1.1M
Wimmer Associates 1, LLC 0.56% Reduce -0.3% 9,180 $1.1M
Oak Hill Wealth Advisors, LLC 0.23% Add +6.2% 8,405 $1.1M
Citizens Financial Group Inc. 0.02% Add +55.3% 9,060 $1.1M
Lee Danner & Bass Inc. 0.08% No change 9,038 $1.1M
Mufg Securities Americas Inc. 0.09% Add +23.5% 9,029 $1.1M
Ingalls & Snyder LLC 0.04% Reduce -0.1% 9,012 $1.1M
Legacy Financial Advisors, Inc. 0.17% Add +40.4% 8,999 $1.1M
Glenview Trust Co 0.02% Add +2.6% 8,949 $1.1M
Wealth Alliance Advisory Group, LLC 0.20% Reduce -1.0% 8,940 $1.1M
Mirae Asset Securities (usa) Inc. 0.05% New 8,923 $1.1M
Alpine Woods Capital Investors, LLC 0.25% Add +256.8% 8,908 $1.1M
Lowe Brockenbrough & Co. Inc. 0.06% Add +0.3% 8,897 $1.1M
Vestcor Inc 0.03% Add +19.8% 8,860 $1.1M
Guyasuta Investment Advisors Inc. 0.06% Add +0.8% 8,820 $1.1M
Avior Wealth Management, LLC 0.04% Reduce -3.9% 8,810 $1.1M
Cornerstone Advisors, LLC 0.04% Reduce -4.3% 8,800 $1.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -10.6% 8,792 $1.0M
Horizon Investments, LLC 0.02% Reduce -10.9% 8,789 $1.0M
49 Wealth Management, LLC 0.11% Add +102.3% 8,639 $1.0M
Signaturefd, LLC 0.02% Reduce -14.7% 8,627 $1.0M
Fiduciary Trust Co 0.01% Reduce -32.5% 8,599 $1.0M
Chicago Partners Investment Group LLC 0.03% Add +7.3% 8,004 $1.0M
Dynamic Technology Lab Private Ltd 0.14% Reduce -29.8% 8,569 $1.0M
Delta Financial Advisors LLC 0.36% Reduce -4.7% 8,552 $1.0M
Argent Trust Co 0.04% Add +1.0% 8,499 $1.0M
Inscription Capital, LLC 0.15% Reduce -35.4% 8,498 $1.0M
Florida Trust Wealth Management Co 0.03% Add +44.3% 8,497 $1.0M
Thoroughbred Financial Services, LLC 0.07% Reduce -28.0% 8,478 $1.0M
Moneco Advisors, LLC 0.09% Add +2.4% 8,437 $1.0M
Wealthspire Advisors, LLC 0.01% Reduce -59.1% 8,400 $1.0M
Mystic Asset Management, Inc. 0.24% Add +1.2% 8,383 $1.0M
First National Bank of Mount Dora, Trust Investment Services 0.23% Reduce -2.8% 8,380 $1000K
Forum Financial Management, LP 0.02% Add +9.5% 8,343 $995K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +22.9% 8,340 $995K
Mitchell McLeod Pugh & Williams Inc. 0.18% Add +0.8% 8,324 $993K
Capital Advisors Wealth Management, LLC 0.16% Reduce -10.8% 8,320 $993K
IFP Advisors, Inc 0.03% Reduce -59.5% 7,749 $987K
Naviter Wealth, LLC 0.12% Reduce -9.8% 8,255 $985K
JBR Co Financial Management Inc 0.48% Reduce -9.3% 8,223 $981K
Stegent Equity Advisors, Inc. 0.86% No change 8,185 $976K
Barry Investment Advisors, LLC 0.24% Reduce -0.1% 8,174 $975K
Westwood Holdings Group Inc. 0.01% Add +0.8% 8,140 $971K
J. W. Coons Advisors, LLC 0.22% Reduce -17.4% 8,108 $967K
Verdence Capital Advisors LLC 0.07% Reduce -1.8% 8,093 $966K
Flagship Harbor Advisors, LLC 0.05% Reduce -6.2% 8,026 $957K
Cerro Pacific Wealth Advisors LLC 0.27% Reduce -7.2% 8,025 $957K
Searle & Co. 0.27% Reduce -0.1% 8,017 $956K
Westmount Partners, LLC 0.26% Add +0.0% 7,938 $947K
Foundations Investment Advisors, LLC 0.01% Add +52.0% 7,929 $946K
BWM Planning, LLC 0.33% Reduce -2.9% 7,929 $946K
Arvest Bank Trust Division 0.06% Add +2.9% 7,897 $942K
Cowa, LLC 0.36% Reduce -2.1% 7,835 $936K
Van Hulzen Asset Management, LLC 0.08% Add +0.3% 7,746 $924K
Fisher Asset Management 0.00% Add +24.4% 7,720 $921K
Cidel Asset Management Inc. 0.06% Add +8.9% 7,712 $920K
ArrowMark Colorado Holdings LLC 0.02% No change 7,700 $919K
Diversify Advisory Services, LLC 0.04% Add +149.5% 7,611 $914K
GTS Securities LLC 0.04% Reduce -52.8% 7,655 $913K
Patten Group, Inc. 0.19% Reduce -4.1% 7,636 $911K
Eagle Global Advisors LLC 0.04% No change 7,629 $910K
HighPoint Advisor Group LLC 0.05% Add +3.2% 7,607 $908K
Bull Street Advisors, LLC 0.44% No change 7,606 $907K
Creekmur Asset Management LLC 0.16% Add +100.6% 7,569 $903K
Fairfield, Bush & Co. 0.51% Reduce -6.2% 7,564 $902K
Impact Capital Partners LLC 0.30% Add +2.1% 7,553 $901K
Navalign, LLC 0.25% Add +1.5% 7,522 $897K
V-Square Quantitative Management LLC 0.12% Add +8.4% 7,513 $896K
Regal Investment Advisors LLC 0.07% Add +14.4% 7,493 $894K
Fiduciary Group, LLC 0.08% No change 7,454 $889K
Institute for Wealth Management, LLC. 0.10% Reduce -1.0% 7,369 $879K
Country Club Bank 0.06% Add +1.3% 7,362 $878K
Greenland Capital Management LP 0.12% New 7,325 $874K
Lebenthal Global Advisors, LLC 0.16% Reduce -10.1% 7,275 $868K
WealthTrust Axiom LLC 0.25% Reduce -0.3% 7,222 $862K
Nicolet Advisory Services, LLC 0.07% Reduce -1.5% 7,192 $860K
Bayforest Capital Ltd 0.37% Add +318.5% 7,190 $858K
Godshalk Welsh Capital Management, Inc. 0.52% No change 7,125 $850K
First National Trust Co 0.03% Reduce -6.6% 7,103 $847K
Baker Ellis Asset Management LLC 0.12% Reduce -3.5% 7,084 $845K
AlphaStar Capital Management, LLC 0.06% New 7,067 $843K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.1% 7,064 $843K
Oddo BHF Asset Management Sas 0.03% Reduce -3.5% 7,062 $842K
Welch & Forbes LLC 0.01% Add +3.7% 7,047 $841K
RFG Advisory, LLC 0.02% Add +0.4% 7,030 $839K
Bridge Creek Capital Management LLC 0.25% No change 7,026 $838K
Strategic Advisors LLC 0.16% Reduce -11.7% 7,005 $836K
Carlson Capital, L.P. 0.47% New 7,000 $835K
Peapack Gladstone Financial Corp. 0.01% Reduce -1.2% 6,993 $834K
Mather Group, Llc. 0.01% Add +11.8% 6,976 $832K
Cornerstone Wealth Management, LLC 0.05% Reduce -0.6% 6,972 $832K
Hunter Associates Investment Management LLC 0.12% Reduce -1.2% 6,927 $830K
AA Financial Advisors, LLC 0.18% Add +29.4% 6,932 $827K
Mgo One Seven LLC 0.03% Reduce -31.0% 6,925 $826K
Cladis Investment Advisory, LLC 0.51% No change 6,877 $820K
Axxcess Wealth Management, LLC 0.02% Reduce -0.4% 6,876 $820K
Boston Trust Walden Corp 0.01% Reduce -1.9% 6,860 $818K
EverSource Wealth Advisors, LLC 0.04% Add +25.6% 6,858 $818K
Fifth Third Wealth Advisors LLC 0.03% Reduce -6.4% 6,843 $816K
StoneX Group Inc. 0.04% Reduce -4.6% 6,830 $815K
Pinnacle Financial Partners Inc 0.02% Add +8.2% 6,823 $814K
MCF Advisors LLC 0.05% Add +2.1% 6,806 $812K
Coastal Bridge Advisors, LLC 0.07% New 6,766 $807K
NorthRock Partners, LLC 0.02% Add +8.2% 6,754 $806K
Heritage Wealth Management, Inc. 0.26% Reduce -8.8% 6,711 $801K
Retirement Investment Advisors, Inc. 0.07% No change 6,687 $798K
Garrett Wealth Advisory Group, LLC 0.17% No change 6,658 $794K
Mairs & Power Inc. 0.01% Reduce -35.3% 6,656 $794K
Fiduciary Alliance LLC 0.06% Reduce -20.2% 6,634 $791K
Confluence Wealth Services, Inc. 0.04% Add +0.3% 6,609 $788K
Retirement Planning Co of New England, Inc. 0.35% Add +4.5% 6,590 $786K
Private Trust Co. NA 0.07% Reduce -4.6% 6,588 $786K
Portman Square Capital LLP 1.58% Add +81.0% 6,584 $785K
America First Investment Advisors, LLC 0.16% Reduce -6.9% 6,580 $785K
Aviance Capital Partners, LLC 0.10% Add +10.6% 6,569 $784K
Polymer Capital Management (US) LLC 0.13% Add +184.6% 6,549 $781K
Miller Investment Management, LP 0.08% No change 6,500 $775K
Beese Fulmer Investment Management, Inc. 0.06% Add +262.0% 6,454 $770K
Martingale Asset Management L P 0.02% Reduce -36.7% 6,400 $764K
Penobscot Investment Management Company, Inc. 0.07% No change 6,374 $760K
Valmark Advisers, Inc. 0.01% Reduce -0.8% 6,357 $758K
LexAurum Advisors, LLC 0.12% Add +89.9% 6,338 $756K
Philip James Wealth Mangement, LLC 0.10% Add +0.0% 6,324 $754K
Peoples Bank 0.46% Reduce -2.3% 6,289 $750K
1ST Source Bank 0.04% Add +1.5% 6,255 $746K
GWN Securities Inc. 0.14% Add +131.2% 6,224 $746K
American Financial Group Inc. 0.29% No change 6,250 $746K
Curi Capital, LLC 0.01% Add +129.8% 6,245 $745K
Sherbrooke Park Advisers LLC 0.32% New 6,231 $743K
Allen Capital Group, LLC 0.08% Add +9.8% 6,203 $740K
Probity Advisors, Inc. 0.13% Add +16.4% 6,194 $739K
Davis Investment Partners, LLC 0.26% Add +0.3% 5,930 $730K
Busey Bank 0.02% Reduce -4.4% 6,111 $729K
Wealth Advisory Solutions, LLC 0.18% Add +0.5% 6,109 $729K
Nippon Life Global Investors Americas, Inc. 0.03% New 6,090 $727K
Tyche Wealth Partners LLC 0.15% Add +0.8% 6,086 $726K
Heck Capital Advisors, LLC 0.06% Add +0.5% 6,049 $722K
Amova Asset Management Americas, Inc. 0.01% Add +36.6% 6,049 $722K
Annex Advisory Services, LLC 0.02% Reduce -37.7% 6,027 $719K
Mission Wealth Management, LP 0.02% Reduce -5.2% 6,022 $718K
Bank of Hawaii 0.04% No change 6,005 $716K
South Street Advisors LLC 0.11% No change 6,000 $716K
Strategic Financial Services, Inc. 0.04% No change 5,995 $715K
Integrated Advisors Network LLC 0.03% Add +7.9% 5,982 $714K
Matthew Goff Investment Advisor, LLC 0.13% No change 5,938 $708K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -2.7% 5,898 $704K
Ausdal Financial Partners, Inc. 0.05% Add +11.0% 5,844 $697K
Brighton Jones LLC 0.02% Reduce -48.8% 5,841 $697K
Keynote Financial Services LLC 0.47% Reduce -0.6% 5,825 $695K
Certuity, LLC 0.07% Add +0.1% 5,808 $693K
Rathbones Group PLC 0.00% Reduce -14.3% 5,785 $690K
Roehl & Yi Investment Advisors, LLC 0.35% Add +0.3% 5,778 $689K
Valley Brook Capital Group, Inc. 0.51% Reduce -3.4% 5,750 $686K
Westbourne Investment Advisors, Inc. 0.21% No change 5,741 $685K
Danske Bank A/S 0.00% No change 5,739 $685K
Sagespring Wealth Partners, LLC 0.01% Add +38.8% 5,733 $684K
FRG Family Wealth Advisors LLC 0.12% No change 5,703 $680K
First National Bank & Trust Co. of Newtown 0.14% Reduce -1.6% 5,678 $677K
Capstone Investment Advisors, LLC 0.01% Add +14.4% 5,656 $675K
LVZ, Inc. 0.08% No change 5,643 $673K
Checchi Capital Advisers, LLC 0.05% Reduce -9.4% 5,621 $671K
Whitener Capital Management, Inc. 0.17% Add +3.5% 5,534 $660K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -3.4% 5,533 $660K
Compound Planning, Inc. 0.02% Add +0.4% 5,504 $657K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +20.6% 5,497 $656K
Allen Mooney & Barnes Investment Advisors LLC 0.11% Add +0.1% 5,471 $653K
Abundance Wealth Counselors 0.12% Add +1.6% 5,467 $652K
Essex Financial Services, Inc. 0.04% Add +43.0% 5,464 $652K
EPG Wealth Management LLC 0.20% Add +2.0% 5,452 $650K
Csenge Advisory Group 0.03% Add +4.4% 5,695 $646K
Essex Bank 0.15% Reduce -2.9% 5,390 $643K
Doheny Asset Management 0.45% Reduce -5.5% 5,379 $642K
Exchange Traded Concepts, LLC 0.01% Add +11.7% 5,375 $641K
Weatherly Asset Management L. P. 0.05% No change 5,365 $640K
Trust Co. of Toledo NA 0.07% Reduce -3.9% 5,363 $640K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -7.2% 5,348 $638K
Everpar Advisors LLC 0.29% Add +41.2% 5,346 $638K
Westhampton Capital, LLC 0.33% No change 5,340 $637K
Basepoint Wealth LLC 0.49% Reduce -2.0% 5,328 $636K
Norden Group LLC 0.07% Reduce -13.3% 5,304 $633K
Baring Financial LLC 0.47% Reduce -0.9% 5,284 $630K
Callan Family Office, LLC 0.02% Add +73.2% 5,274 $629K
Endeavor Private Wealth, Inc. 0.30% Reduce -9.6% 5,237 $625K
Walleye Capital LLC 0.01% Reduce -11.9% 5,195 $620K
Net Worth Advisory Group 0.14% Add +16.4% 5,184 $618K
Symphony Financial, Ltd. Co. 0.08% New 5,243 $618K
Pallas Capital Advisors LLC 0.02% Add +41.0% 5,168 $616K
Rexford Capital Inc. 0.51% — 5,151 $615K
5T Wealth, LLC 0.31% Reduce -5.8% 5,144 $614K
Financial Advocates Investment Management 0.05% Reduce -49.6% 5,140 $613K
Worth Financial Advisory Group, LLC 0.37% Reduce -2.9% 5,103 $609K
Linscomb Wealth, Inc. 0.03% Reduce -1.7% 5,090 $607K
Cornerstone Wealth Group, LLC 0.05% Add +2.5% 5,082 $606K
Rosenberg Matthew Hamilton 0.14% Reduce -7.8% 5,047 $602K
Vanguard Capital Wealth Advisors 0.60% Add +127.7% 5,045 $602K
Petros Family Wealth, LLC 0.55% Reduce -1.4% 5,040 $601K
Premier Path Wealth Partners, LLC 0.08% Reduce -3.7% 5,021 $599K
Leonteq Securities AG 0.04% Add +27.1% 5,021 $599K
Augustine Asset Management Inc. 0.16% Reduce -0.2% 5,013 $598K
Ceeto Capital Group, LLC 0.21% Add +66.7% 5,000 $597K
Quinn Opportunity Partners LLC 0.05% New 5,000 $597K
Hennessy Advisors Inc. 0.02% No change 5,000 $597K
Garrison Point Advisors, LLC 0.27% No change 4,980 $594K
Moment Partners, LLC 0.11% Add +3.0% 4,958 $591K
Venturi Wealth Management, LLC 0.03% Add +22.0% 4,949 $590K
CFS Investment Advisory Services, LLC 0.05% Add +3.6% 4,913 $586K
Kuhn & Co Investment Counsel 0.44% Add +23.6% 4,903 $585K
FAS Wealth Partners, Inc. 0.04% Add +0.5% 4,882 $582K
Jackson Hole Capital Partners, LLC 0.11% Add +0.0% 4,880 $582K
Arkfeld Wealth Strategies, L.L.C. 0.23% Add +0.2% 4,550 $575K
Brooklyn Investment Group 0.08% Add +47.0% 4,805 $573K
AlphaCore Capital LLC 0.02% Add +149.6% 4,782 $570K
Armor Investment Advisors, LLC 0.21% Reduce -6.2% 4,781 $570K
Investors Research Corp 0.11% No change 4,776 $570K
Old North State Trust, LLC 0.39% Add +37.8% 4,760 $568K
Bar Harbor Wealth Management 0.04% Reduce -0.8% 4,738 $565K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -9.1% 4,729 $564K
Advisor OS, LLC 0.06% Add +22.1% 4,723 $563K
Autumn Glory Partners, LLC 0.26% Add +4.4% 4,690 $560K
AMG National Trust Bank 0.01% Reduce -31.4% 4,682 $559K
Larson Financial Group LLC 0.02% Reduce -27.4% 4,678 $558K
Veracity Capital LLC 0.19% Reduce -21.2% 4,677 $558K
Atlas Legacy Advisors, LLC 0.12% Add +71.9% 4,654 $555K
LVM Capital Management Ltd. 0.06% No change 4,645 $554K
Islay Capital Management, LLC 0.36% No change 4,635 $553K
Savvy Advisors, Inc. 0.04% Add +25.2% 4,598 $549K
Calydon Capital 0.05% Add +98.4% 4,572 $545K
Trust Co. of Vermont 0.03% Add +4.6% 4,562 $544K
KCM Investment Advisors LLC 0.02% Reduce -0.9% 4,562 $544K
Randall & Associates Wealth Management 0.42% Add +18.0% 4,560 $544K
Nvwm, LLC 0.13% Add +2.3% 4,549 $543K
Guardian Wealth Management, Inc. 0.36% Reduce -17.5% 4,546 $542K
Connecticut Wealth Management, LLC 0.03% Reduce -0.1% 4,530 $540K
Capital Investment Advisors, LLC 0.01% Add +5.0% 4,528 $540K
Merrion Investment Management Co, LLC 0.35% Reduce -10.0% 4,500 $537K
AlphaQuest LLC 0.05% Reduce -24.8% 4,500 $537K
Simplicity Wealth,LLC 0.02% Add +48.8% 4,484 $535K
Dearborn Partners LLC 0.03% Add +32.2% 4,483 $535K
Lincoln Capital LLC 0.10% Reduce -2.7% 4,483 $535K
Evergreen Capital Management LLC 0.02% Reduce -4.1% 4,483 $535K
WP Advisors, LLC 0.15% Add +3.4% 4,470 $533K
Modern Wealth Management, LLC 0.01% Add +10.3% 4,468 $533K
Bridges Investment Management Inc. 0.01% Reduce -11.0% 4,457 $532K
Peregrine Asset Advisers, Inc. 0.16% No change 4,430 $528K
Demars Financial Group, LLC 0.20% Add +1.0% 4,429 $528K
Palisade Asset Management, LLC 0.05% Reduce -17.8% 4,403 $525K
Focus Financial Network, Inc. 0.02% Reduce -0.7% 4,386 $523K
Raiffeisen Bank International AG 0.01% No change 4,372 $523K
Strategic Wealth Partners, Ltd. 0.04% — 4,363 $521K
Means Investment Co., Inc. 0.05% Add +0.1% 4,336 $517K
FineMark National Bank & Trust 0.02% Reduce -1.2% 4,327 $516K
Whittier Trust Co. 0.01% Add +39.1% 4,323 $516K
Richwood Investment Advisors, LLC 0.42% Reduce -2.6% 4,310 $514K
J. Safra Sarasin Holding AG 0.01% Add +1.2% 4,309 $514K
Sunbelt Securities, Inc. 0.05% Reduce -12.5% 4,510 $514K
Argyle Capital Partners, LLC 0.42% Add +11.7% 4,297 $513K
Gryphon Financial Partners LLC 0.07% Add +8.9% 4,291 $512K
Aull & Monroe Investment Management Corp 0.28% Reduce -15.6% 4,287 $511K
Purkiss Capital Advisors LLC 0.28% Add +88.1% 4,248 $507K
Modera Wealth Management, LLC 0.01% Reduce -1.4% 4,245 $506K
Diversified Trust Co. 0.01% Reduce -12.9% 4,238 $506K
Johnson & White Wealth Management, LLC 0.25% No change 4,234 $505K
Fulton Bank, N.A. 0.02% Add +18.6% 4,231 $505K
CHICAGO TRUST Co NA 0.07% Add +10.8% 4,220 $503K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -9.0% 4,218 $503K
Empire Financial Management Company, LLC 0.15% Reduce -3.4% 4,216 $503K
MQS Management LLC 0.28% New 4,198 $501K
Cozad Asset Management Inc. 0.04% Reduce -19.3% 4,194 $500K
Drive Wealth Management, LLC 0.11% Add +13.4% 4,179 $499K
CreativeOne Wealth, LLC 0.01% Reduce -3.8% 4,160 $496K
Mill Capital Management, LLC 0.04% No change 4,144 $494K
SAM Advisors, LLC 0.17% No change 4,136 $493K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.2% 4,101 $489K
Vaughan David Investments LLC 0.01% Add +6.8% 4,099 $489K
Western Wealth Management, LLC 0.03% Reduce -3.9% 4,093 $488K
Burford Brothers, Inc. 0.22% Reduce -0.6% 4,080 $487K
Peoples Financial Services Corp. 0.24% No change 4,075 $486K
Smart Portfolios, LLC 0.49% No change 4,065 $485K
Roberts Glore & Co. Inc. 0.14% No change 4,062 $485K
Cobler Capital Management, LLC 0.48% — 4,011 $485K
1248 Management, LLC 0.18% No change 4,046 $483K
Clear Harbor Asset Management, LLC 0.04% Reduce -0.7% 4,040 $482K
Ballew Advisors, Inc 0.29% Add +0.0% 3,776 $481K
Campion Asset Management 0.36% Reduce -1.4% 4,016 $479K
Angeles Wealth Management, LLC 0.03% Reduce -6.6% 4,011 $479K
Oakland Financial Corp. 8.98% No change 4,000 $477K
Cigna Investments Inc. 0.08% Reduce -3.1% 4,001 $477K
GPS Wealth Strategies Group, LLC 0.05% Reduce -14.5% 3,980 $475K
GW Henssler & Associates Ltd. 0.03% Reduce -9.9% 3,970 $474K
Excalibur Management Corp. 0.18% Add +18.1% 3,964 $473K
Syntegra Private Wealth Group, LLC 0.05% Add +0.2% 3,947 $471K
Princeton Global Asset Management LLC 0.09% Add +1.4% 3,931 $469K
PDS Planning, Inc 0.03% Add +14.7% 3,924 $468K
Patron Partners, LLC 0.23% Reduce -10.8% 3,917 $467K
Trustmark Bank Trust Department 0.03% Reduce -8.2% 3,914 $467K
Gratus Wealth Advisors, LLC 0.07% Add +0.6% 3,892 $464K
Saturna Capital Corp. 0.01% Reduce -26.2% 3,888 $464K
Frank, Rimerman Advisors LLC 0.03% Reduce -13.9% 3,875 $462K
Towne Trust Company, N.A 0.16% Reduce -10.7% 3,850 $459K
John G Ullman & Associates Inc. 0.07% No change 3,850 $459K
Roof Eidam Maycock Peralta, LLC 0.11% No change 3,843 $458K
Syon Capital LLC 0.03% Reduce -42.4% 3,841 $458K
Spinnaker Trust 0.03% No change 3,838 $458K
Three Seasons Wealth, LLC 0.05% No change 3,826 $456K
Southland Equity Partners LLC 0.10% Reduce -1.2% 3,821 $456K
Riverwater Partners LLC 0.21% Reduce -0.9% 3,797 $453K
Aristotle Capital Management, LLC 0.00% Reduce -39.7% 3,789 $452K
Freestone Capital Holdings, LLC 0.02% Reduce -0.5% 3,770 $450K
Aaron Wealth Advisors LLC 0.05% Reduce -0.9% 3,755 $448K
Whalerock Point Partners, LLC 0.10% No change 3,740 $446K
Cadinha & Co. LLC 0.07% Add +0.3% 3,732 $445K
Ransom Advisory, Ltd 0.21% No change 3,725 $444K
Perigon Wealth Management, LLC 0.01% Add +14.5% 3,723 $444K
Harbour Investments, Inc. 0.01% Reduce -4.5% 3,714 $443K
Nilsine Partners, LLC 0.04% Reduce -8.7% 3,711 $443K
Field & Main Bank 0.14% Reduce -4.4% 3,708 $442K
Hills Bank & Trust Co 0.03% Add +0.7% 3,667 $437K
Evoke Wealth, LLC 0.01% Add +97.3% 3,659 $437K
Capital Investment Advisory Services, LLC 0.04% Reduce -2.1% 3,658 $436K
Tripletail Wealth Management, LLC 0.62% — 3,662 $434K
Blue Trust, Inc. 0.01% Add +1.8% 3,636 $434K
Conning Inc. 0.02% Reduce -2.9% 3,635 $434K
S.A. Mason LLC 0.21% Reduce -25.0% 3,629 $433K
Biltmore Wealth Management, LLC 0.17% Add +2.4% 3,613 $431K
Corps Capital Advisors, LLC 0.69% No change 3,612 $431K
Belpointe Asset Management LLC 0.02% Reduce -15.9% 3,609 $431K
First Citizens Bank & Trust Co. 0.01% Reduce -1.1% 3,602 $430K
Rossby Financial, LCC 0.16% Add +5.7% 3,600 $429K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,587 $428K
SeaCrest Wealth Management, LLC 0.05% Reduce -6.5% 3,583 $427K
Drucker Wealth 3.0, LLC 0.08% New 3,274 $427K
Crawford Investment Counsel Inc. 0.01% Add +5.6% 3,577 $427K
Eisler Capital Management Ltd. 0.01% Add +62.4% 3,567 $426K
Ameritas Advisory Services, LLC 0.02% Reduce -28.4% 3,569 $426K
Robeco Institutional Asset Management B.V. 0.00% Add +93.3% 3,551 $424K
Harbor Advisors LLC 0.07% No change 3,541 $422K
Keel Point, LLC 0.03% Reduce -9.8% 3,517 $420K
Schnieders Capital Management LLC 0.07% Reduce -5.5% 3,508 $419K
Estabrook Capital Management 0.06% Reduce -14.7% 3,507 $418K
Plancorp, LLC 0.01% Add +13.3% 3,506 $418K
Prairie Sky Financial Group LLC 0.23% Reduce -1.9% 3,480 $415K
MTM Investment Management, LLC 0.14% Add +4.2% 3,478 $415K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -8.7% 3,464 $413K
Moody National Bank Trust Division 0.04% Reduce -8.6% 3,451 $412K
Rwa Wealth Partners, LLC 0.01% Reduce -33.3% 3,446 $411K
Corbyn Investment Management Inc. 0.19% No change 3,441 $411K
Independence Bank of Kentucky 0.06% Reduce -0.3% 3,441 $411K
Foster & Motley Inc. 0.02% Reduce -9.4% 3,436 $410K
Legacy Capital Wealth Partners, LLC 0.09% Add +7.3% 3,434 $410K
Woodmont Investment Counsel LLC 0.03% Reduce -0.6% 3,430 $409K
MSH Capital Advisors LLC 0.12% Reduce -1.1% 3,418 $408K
Robertson Stephens Wealth Management, LLC 0.01% Add +1.2% 3,416 $408K
Tanager Wealth Management LLP 0.05% Add +0.7% 3,413 $407K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -5.5% 3,410 $407K
Uniting Wealth Partners, LLC 0.16% Add +0.1% 3,409 $407K
Everhart Financial Group, Inc. 0.05% Reduce -20.1% 3,395 $405K
Riverbend Wealth Management, LLC 0.31% Add +4.6% 3,395 $405K
Master's Wealth Management Inc. 0.19% Add +40.7% 3,391 $405K
Uncommon Cents Investing LLC 0.11% Reduce -2.0% 3,382 $403K
Courier Capital LLC 0.02% No change 3,381 $403K
Weaver Consulting Group 0.11% Reduce -8.7% 3,359 $401K
Wedgewood Investors Inc. 0.46% No change 3,350 $400K
Perpetual Ltd 0.00% No change 3,330 $397K
Nicholas Hoffman & Company, LLC. 0.01% New 3,319 $396K
Allen Investment Management, LLC 0.00% No change 3,318 $396K
Welch Group, LLC 0.02% Reduce -5.6% 3,311 $395K
CWA Asset Management Group, LLC 0.02% Add +55.5% 3,303 $394K
Roundview Capital LLC 0.03% No change 3,300 $394K
Blue Edge Capital, LLC 0.06% Add +0.1% 3,294 $393K
Nwam LLC 0.02% Reduce -11.3% 3,182 $393K
Uhlmann Price Securities, LLC 0.28% Add +42.0% 3,268 $390K
Hartford Financial Management Inc. 0.11% Reduce -83.2% 3,264 $389K
Faithward Advisors, LLC 0.06% Reduce -1.0% 3,254 $388K
Brandywine Oak Private Wealth LLC 0.04% Reduce -4.7% 3,253 $388K
Runnymede Capital Advisors, Inc. 0.36% No change 3,250 $388K
Athena Investment Management 0.22% No change 3,249 $388K
Scotia Capital Inc. 0.00% No change 3,245 $387K
Harbor Investment Advisory, LLC 0.03% Reduce -36.2% 3,238 $386K
Joel Isaacson & Co., LLC 0.02% No change 3,217 $384K
Measured Risk Portfolios, Inc. 0.43% No change 3,215 $383K
UNIVEST FINANCIAL Corp 0.02% Add +0.2% 3,210 $383K
McCarter Private Wealth Services LLC 0.22% Add +13.6% 3,210 $383K
Fidelis Capital Partners, LLC 0.03% Add +0.9% 3,185 $382K
LCNB Corp. 0.13% No change 3,194 $381K
Rossmore Private Capital 0.04% Reduce -0.1% 3,192 $381K
ARS Investment Partners, LLC 0.03% No change 3,186 $380K
Ballentine Partners, LLC 0.01% Reduce -11.5% 3,178 $379K
Birmingham Capital Management Co. Inc. 0.17% Reduce -52.8% 3,173 $379K
Mayflower Financial Advisors, LLC 0.05% Reduce -7.1% 3,159 $377K
Vista Investment Partners LLC 0.11% No change 3,158 $377K
Pitcairn Co. 0.02% Reduce -35.0% 3,155 $376K
GHP Investment Advisors, Inc. 0.02% Add +2.6% 3,152 $376K
Hanson & Doremus Investment Management 0.05% Reduce -8.1% 3,143 $375K
Second Line Capital, LLC 0.09% No change 3,134 $374K
OneAscent Financial Services LLC 0.03% Reduce -47.9% 3,042 $373K
Fourpath Capital Management, LLC 0.06% Reduce -0.2% 3,126 $373K
Waldron Private Wealth LLC 0.02% No change 3,108 $371K
Hazlett, Burt & Watson, Inc. 0.15% Add +18.5% 3,094 $370K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 3,100 $370K
Granite Group Advisors, LLC 0.22% No change 3,087 $368K
Generali Investments, Management Co LLC 0.08% Reduce -16.0% 3,089 $368K
Advisory Alpha, LLC 0.01% Add +6.0% 3,083 $368K
Magnus Financial Group LLC 0.03% Add +2.8% 3,083 $368K
Vectors Research Management, LLC 0.13% No change 3,081 $368K
Scientech Research LLC 0.09% New 3,059 $365K
Verity Asset Management, Inc. 0.17% Add +2.8% 3,054 $364K
Sound View Wealth Advisors Group, LLC 0.03% Add +22.5% 3,046 $363K
CX Institutional 0.01% Reduce -16.3% 3,047 $363K
Hamilton Capital, LLC 0.02% Add +18.3% 3,041 $363K
Clifford Group, LLC 0.30% Reduce -10.7% 3,032 $362K
Van Strum & Towne Inc. 0.11% No change 3,031 $362K
Legacy Private Trust Co. 0.02% Add +3.3% 3,007 $359K
Lummis Asset Management, LP 0.23% Add +1907.3% 3,011 $359K
Kanawha Capital Management LLC 0.03% No change 2,995 $357K
Plimoth Trust Co. LLC 0.09% Add +0.3% 2,984 $356K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -52.8% 2,979 $355K
Aries Wealth Management 0.09% No change 2,973 $355K
Waycross Partners, LLC 0.03% New 2,965 $354K
Stratos Wealth Advisors, LLC 0.02% Reduce -0.3% 2,954 $352K
First National Bank Sioux Falls 0.13% Reduce -7.5% 2,946 $351K
Post Resch Tallon Group Inc. 0.34% No change 2,939 $351K
Austin Private Wealth, LLC 0.03% Reduce -0.8% 2,937 $350K
Stiles Financial Services Inc 0.12% Add +2.4% 2,935 $350K
Phoenix Financial Ltd. 0.00% Reduce -47.6% 2,932 $349K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.25% Reduce -1.1% 2,925 $349K
Persium Advisors, LLC 0.29% No change 2,902 $346K
Cape Cod Five Cents Savings Bank 0.03% No change 2,625 $345K
Summit Global Investments 0.02% Add +4.9% 2,889 $345K
Obermeyer Wealth Partners 0.02% Add +0.4% 2,887 $344K
Shufro Rose & Co. LLC 0.03% No change 2,775 $343K
Beaton Management Co. Inc. 0.17% Reduce -8.6% 2,863 $342K
AGH Wealth Advisors, LLC 0.28% Add +2.8% 2,860 $341K
Arete Wealth Advisors, LLC 0.02% Reduce -3.5% 2,847 $340K
Strategy Asset Managers LLC 0.06% Reduce -12.6% 2,837 $338K
Thompson Siegel & Walmsley LLC 0.01% Reduce -12.0% 2,818 $336K
Intrinsic Value Partners, LLC 0.30% Reduce -2.6% 2,812 $335K
PFG Advisors 0.02% Reduce -5.4% 2,802 $334K
Greenfield Seitz Capital Management, LLC 0.12% Add +7.1% 2,794 $333K
Northcape Wealth Management, LLC 0.10% Add +13.4% 2,790 $333K
Capital Advantage, Inc. 0.05% Add +0.2% 2,788 $333K
Davidson Trust Co. 0.15% Reduce -9.2% 2,781 $332K
Liberty Capital Management, Inc. 0.07% No change 2,772 $331K
Atlas Capital Advisors Inc. 0.04% Reduce -27.5% 2,771 $331K
SVB Wealth LLC 0.02% New 2,761 $329K
Howard Capital Management, LLC 0.00% Add +12.1% 2,761 $329K
IFG Advisory, LLC 0.02% Reduce -1.6% 2,754 $329K
Shell Asset Management Co. 0.01% Add +102.0% 2,747 $328K
Stockman Wealth Management, Inc. 0.04% Reduce -1.8% 2,738 $327K
McDaniel Terry & Co. 0.03% No change 2,730 $326K
E&G Advisors, LLC 0.08% Reduce -8.6% 2,720 $324K
Panagora Asset Management Inc. 0.00% Reduce -40.8% 2,719 $324K
CoreFirst Bank & Trust 0.18% Reduce -13.7% 2,718 $324K
Farmers & Merchants Trust Co of Chambersburg PA 0.10% Reduce -6.1% 2,714 $324K
Sovran Advisors, LLC 0.03% New 2,491 $324K
GM Advisory Group, LLC 0.02% New 2,705 $323K
Dividend Assets Capital, LLC 0.06% No change 2,704 $323K
West Paces Advisors Inc. 0.07% Reduce -35.8% 2,670 $319K
LRI Investments, LLC 0.03% Add +29.8% 2,668 $318K
Plan A Wealth LLC 0.18% No change 2,665 $318K
Brown Brothers Harriman & Co. 0.00% Add +73.8% 2,662 $318K
Walker Asset Management, LLC 0.18% Reduce -0.6% 2,662 $318K
Harrell Investment Partners, LLC 0.08% Add +63.3% 2,658 $317K
North Star Investment Management Corp. 0.02% Reduce -16.7% 2,653 $317K
Successful Portfolios LLC 0.19% Add +0.1% 2,650 $316K
QTR Family Wealth, LLC 0.20% Add +5.2% 2,646 $316K
Kohmann Bosshard Financial Services, LLC 0.04% No change 2,643 $315K
Sharp Wealth Advisory, LLC 0.20% Add +32.6% 2,643 $315K
Canal Capital Management, LLC 0.05% Add +1.0% 2,643 $315K
Manske Wealth Management 0.10% Add +8.2% 2,634 $314K
Aigen Investment Management, LP 0.04% New 2,628 $314K
Thomasville National Bank 0.02% Add +10.5% 2,617 $312K
Good Life Advisors, LLC 0.02% Add +8.1% 2,617 $312K
Mosaic Family Wealth Partners, LLC 0.04% Add +0.7% 2,613 $312K
Transcend Capital Advisors, LLC 0.02% Reduce -27.8% 2,610 $311K
HCR Wealth Advisors 0.04% Reduce -3.7% 2,608 $311K
Seamount Financial Group Inc. 0.16% No change 2,602 $310K
Baldwin Investment Management, LLC 0.04% No change 2,600 $310K
Dodge & Cox 0.00% No change 2,600 $310K
Pinnacle Bancorp, Inc. 0.10% Add +6.1% 2,594 $309K
Berger Financial Group, Inc 0.02% Reduce -17.0% 2,592 $309K
Compass Capital Corp. /Ma/ 0.15% Reduce -9.3% 2,389 $309K
Clarius Group, LLC 0.02% Reduce -2.9% 2,587 $309K
Blackhawk Capital Partners, LLC 0.14% New 2,582 $308K
Investors Asset Management of Georgia Inc. /Ga/ 0.14% Reduce -1.0% 2,576 $307K
Boothbay Fund Management, LLC 0.01% Reduce -55.4% 2,569 $306K
Wakefield Asset Management LLLP 0.09% No change 2,568 $306K
Saxon Interests, Inc. 0.14% No change 2,471 $305K
Parkside Financial Bank & Trust 0.03% Reduce -27.4% 2,554 $305K
Warwick Investment Management, Inc. 0.06% Reduce -5.7% 2,551 $304K
Flputnam Investment Management Co. 0.01% Reduce -1.9% 2,551 $304K
Montag A & Associates Inc. 0.01% Add +5.8% 2,550 $304K
111 Capital 0.05% New 2,536 $303K
Ruggaard & Associates LLC 0.12% Reduce -5.2% 2,532 $302K
Brookwood Investment Group LLC 0.05% Reduce -13.2% 2,525 $301K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,525 $301K
Patrick M Sweeney & Associates, Inc. 0.21% Add +20.2% 2,361 $301K
Port Capital LLC 0.01% Add +2.2% 2,518 $300K
Graypoint LLC 0.02% Reduce -32.9% 2,512 $300K
Gables Capital Management Inc. 0.14% No change 2,502 $298K
Jefferies Financial Group Inc. 0.01% Reduce -67.2% 2,500 $298K
Soltis Investment Advisors LLC 0.02% Add +9.2% 2,500 $298K
Trust Co. of Oklahoma 0.09% New 2,497 $298K
Pflug Koory, LLC 0.15% No change 2,496 $298K
Atticus Wealth Management, LLC 0.08% Add +1456.3% 2,490 $297K
LBMC Investment Advisors, LLC 0.02% Add +0.0% 2,489 $297K
Forza Wealth Management, LLC 0.12% Add +11.1% 2,483 $296K
Goodman Financial Corp 0.06% No change 2,466 $294K
Townsend Asset Management Corp. /NC/ 0.11% Reduce -9.8% 2,463 $294K
Fort Sheridan Advisors LLC 0.04% Reduce -16.9% 2,457 $293K
Disciplined Investors, L.L.C. 0.23% Add +4.6% 2,452 $293K
Greenfield Savings Bank 0.13% No change 2,433 $290K
Quilter Plc 0.01% No change 2,430 $290K
Letson Investment Management, Inc. 0.11% No change 2,429 $290K
Allegheny Financial Group 0.06% Add +0.1% 2,410 $288K
Cadence Bank 0.02% Reduce -2.6% 2,406 $287K
M3 Advisory Group, LLC 0.20% Add +0.8% 2,404 $287K
Ipswich Investment Management Co., Inc. 0.07% No change 2,400 $286K
B&D White Capital Company, LLC 0.04% New 2,400 $286K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 2,396 $286K
Laurel Wealth Advisors LLC 0.04% Reduce -8.7% 2,391 $285K
Assetmark, Inc. 0.00% Reduce -22.4% 2,385 $285K
SkyOak Wealth, LLC 0.06% No change 2,378 $284K
CFO4Life Group, LLC 0.04% Reduce -3.5% 2,375 $283K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -83.8% 2,371 $283K
Cassaday & Co Wealth Management LLC 0.01% Add +5.1% 2,371 $283K
Denver Wealth Management, Inc. 0.12% Add +0.8% 2,370 $283K
Cross Staff Investments Inc 0.21% No change 2,363 $282K
Marietta Investment Partners LLC 0.06% No change 2,360 $282K
Chronos Wealth Management, LLC 0.15% New 2,359 $281K
Richards, Merrill & Peterson, Inc. 0.13% Add +1.1% 2,359 $281K
Fieldview Capital Management, LLC 0.04% New 2,354 $281K
FIL Ltd 0.00% Reduce -96.6% 2,351 $280K
Capital Market Strategies LLC 0.20% Reduce -7.9% 2,339 $279K
Jacobs & Co. 0.03% No change 2,346 $279K
Stokes Family Office, LLC 0.03% No change 2,330 $278K
Hurlow Wealth Management Group, Inc. 0.08% Reduce -0.1% 2,323 $277K
Gilliland Jeter Wealth Management LLC 0.09% No change 2,318 $277K
Roman Butler Fullerton & Co. 0.08% Add +0.2% 2,211 $276K
Elm3 Financial Group, LLC 0.23% Reduce -27.6% 2,315 $276K
Callahan Advisors, LLC 0.02% Reduce -3.2% 2,296 $274K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -12.5% 2,296 $274K
Duncan Williams Asset Management, LLC 0.09% No change 2,287 $273K
Chelsea Counsel Co. 0.14% No change 2,285 $273K
Breakwater Capital Group 0.04% New 2,282 $272K
Foronjy Financial LLC 0.13% — 2,280 $272K
BXM Wealth LLC 0.32% No change 2,280 $272K
Monetary Management Group Inc. 0.07% No change 2,280 $272K
Flywheel Private Wealth LLC 0.22% No change 2,273 $271K
Goelzer Investment Management, Inc. 0.01% Reduce -2.2% 2,270 $271K
Pure Financial Advisors, LLC 0.00% Add +13.7% 2,268 $271K
Aljian Capital Management, LLC 0.06% Reduce -2.0% 2,265 $270K
BKM Wealth Management, LLC 0.11% Add +0.3% 2,259 $269K
Elevation Point Wealth Partners, LLC 0.02% Reduce -2.5% 2,255 $269K
Red Door Wealth Management, LLC 0.03% Add +2.5% 2,252 $269K
Lantern Wealth Advisors, LLC 0.16% — 2,247 $268K
Measured Wealth Private Client Group, LLC 0.08% Reduce -0.3% 2,241 $267K
First Financial Bank - Trust Division 0.02% Reduce -1.5% 2,235 $267K
SPC Financial, Inc. 0.02% Add +4.7% 2,235 $267K
North Star Asset Management Inc. 0.01% No change 2,233 $266K
Orange Investment Advisors, Inc. 0.03% No change 2,225 $265K
Teamwork Financial Advisors, LLC 0.03% Reduce -9.7% 2,219 $265K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -85.5% 2,210 $264K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +5.5% 2,206 $263K
Capital Advisory Group Advisory Services, LLC 0.09% Reduce -0.9% 2,201 $263K
Smartleaf Asset Management LLC 0.02% Reduce -34.3% 2,200 $262K
Beaumont Financial Advisors, LLC 0.02% Reduce -6.5% 2,199 $262K
Arax Advisory Partners 0.01% Add +17.1% 1,716 $262K
Meixler Investment Management, Ltd. 0.18% New 2,194 $262K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% No change 2,192 $262K
TFG Advisers LLC 0.09% Reduce -5.2% 2,189 $261K
Sterling Investment Advisors, Ltd. 0.06% Reduce -15.8% 2,189 $261K
Forte Capital LLC 0.03% Add +15.0% 2,175 $259K
Waterloo Capital, L.P. 0.02% Add +17.1% 2,175 $259K
Full Sail Capital, LLC 0.01% New 2,170 $259K
Diversified Enterprises, LLC 0.02% Reduce -3.8% 2,161 $258K
Trust Point Inc. 0.02% Add +0.8% 2,159 $258K
Capital Analysts, LLC 0.01% Reduce -3.8% 2,152 $257K
Sage Mountain Advisors LLC 0.02% Reduce -16.5% 2,146 $256K
Two Sigma Securities, LLC 0.03% Reduce -75.7% 2,143 $256K
VestGen Advisors, LLC 0.01% Reduce -6.8% 2,141 $255K
HBW Advisory Services LLC 0.03% Add +1.8% 2,137 $255K
Apella Capital, LLC 0.01% Add +1.6% 2,015 $255K
Cadent Capital Advisors, LLC 0.08% Reduce -7.4% 2,133 $254K
TD Capital Management LLC 0.02% Add +2.5% 2,125 $253K
Asset Dedication, LLC 0.02% Reduce -0.2% 2,121 $253K
Leisure Capital Management 0.10% Reduce -3.5% 2,121 $253K
Signal Advisors Wealth, LLC 0.02% New 2,120 $253K
Naples Global Advisors, LLC 0.02% Add +0.2% 2,119 $253K
Orleans Capital Management Corp. 0.13% No change 2,117 $253K
Patton Fund Management, Inc. 0.06% New 2,117 $253K
TrinityBridge Ltd 0.01% No change 2,110 $252K
Chiron Capital Management, LLC 0.22% No change 2,105 $251K
Powers Advisory Group, LLC 0.11% Reduce -15.5% 2,096 $250K
Anchor Investment Management, LLC 0.02% No change 2,094 $250K
Tritonpoint Wealth, LLC 0.02% Add +2.6% 2,092 $250K
Commonwealth Financial Services, LLC 0.05% Add +5.6% 2,090 $249K
Waters Parkerson & Co., LLC 0.01% No change 2,087 $249K
Journey Strategic Wealth LLC 0.01% Add +27.1% 2,083 $249K
Alan B Lancz & Associates, Inc. 0.25% No change 2,082 $248K
Founders Financial Securities LLC 0.02% Reduce -42.2% 2,081 $248K
Versant Capital Management, Inc 0.04% Add +3.6% 2,080 $248K
Lifeworks Advisors, LLC 0.04% Add +14.7% 2,079 $248K
Brooks, Moore & Associates, Inc. 0.13% Reduce -4.0% 2,001 $247K
Fortune Financial Advisors, LLC 0.20% No change 2,060 $246K
Optima Capital LLC 0.13% Add +7.7% 2,057 $245K
Financial Engines Advisors L.L.C. 0.00% New 2,051 $245K
Alta Advisers Ltd 0.09% No change 2,045 $244K
Defender Capital, LLC. 0.08% No change 2,036 $243K
Cabot Wealth Management Inc. 0.03% No change 2,035 $243K
TCI Wealth Advisors, Inc. 0.02% Add +1.4% 2,031 $242K
First Financial Bankshares Inc 0.01% Reduce -1.2% 2,030 $242K
Hantz Financial Services, Inc. 0.00% Add +30.9% 2,029 $242K
KLCM Advisors, Inc. 0.03% No change 2,025 $242K
Creative Financial Designs Inc. 0.02% Add +69.9% 2,022 $241K
Tarbox Family Office, Inc. 0.04% Add +1.1% 2,012 $240K
MV Capital Management, Inc. 0.02% Add +0.7% 2,012 $240K
Weik Capital Management 0.09% Reduce -5.2% 2,010 $240K
Douglas Lane & Associates, LLC 0.00% Reduce -4.7% 2,008 $240K
JT Stratford LLC 0.04% New 2,006 $239K
HHM Wealth Advisors, LLC 0.03% No change 2,006 $239K
Highlander Partners, L.P. 0.09% New 2,000 $239K
Fiducient Advisors LLC 0.03% New 2,000 $239K
Ignite Planners, LLC 0.04% New 1,895 $239K
Silver Coast Investments LLC 0.09% New 1,994 $238K
Nemes Rush Group LLC 0.03% Reduce -5.7% 1,993 $238K
Accurate Wealth Management, LLC 0.04% New 1,769 $238K
Moloney Securities Asset Management, LLC 0.03% Reduce -10.6% 1,990 $237K
Broderick Brian C 0.05% No change 1,990 $237K
Central Bank & Trust Co. 0.04% No change 1,990 $237K
MBB Public Markets I LLC 0.03% Reduce -19.6% 1,988 $237K
Frisch Financial Group, Inc. 0.06% New 1,989 $237K
Acropolis Investment Management, LLC 0.01% Reduce -2.5% 1,986 $237K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,976 $236K
CarsonAllaria Wealth Management, Ltd. 0.13% Reduce -14.3% 1,972 $235K
Nicolet Bankshares Inc. 0.04% No change 1,971 $235K
Gallagher Capital Advisors, LLC 0.19% Add +1.0% 1,854 $235K
City Center Advisors, LLC 0.25% New 1,961 $234K
Portside Wealth Group, LLC 0.03% Add +2.5% 1,958 $234K
LeClair Wealth Partners LLC 0.16% Reduce -2.4% 1,956 $233K
Veltria Advisors Corp. 0.16% New 1,951 $233K
Indiana Trust & Investment Management Co 0.08% No change 1,945 $232K
American Alpha Advisors, LLC 0.19% New 1,942 $232K
First Interstate Bank 0.01% No change 1,938 $231K
Strategies Wealth Advisors, LLC 0.03% Reduce -49.0% 1,935 $231K
Trillium Asset Management, LLC 0.01% No change 1,930 $230K
South Dakota Investment Council 0.00% No change 1,920 $229K
Rehmann Capital Advisory Group 0.01% Add +0.4% 1,917 $229K
Cooper Financial Group 0.03% Add +13.4% 1,904 $227K
X-Square Capital, LLC 0.08% Reduce -2.1% 1,905 $227K
Bond & Devick Financial Network, Inc. 0.08% No change 1,902 $227K
apricus wealth, LLC 0.13% New 1,900 $227K
McGowan Group Asset Management, Inc. 0.03% No change 1,893 $226K
Summit Financial Wealth Advisors, LLC 0.04% New 1,891 $226K
Optas, LLC 0.04% New 1,888 $225K
Avestar Capital, LLC 0.02% Reduce -0.1% 1,883 $225K
Oakworth Capital, Inc. 0.01% No change 1,881 $224K
Meridian Wealth Advisors, LLC 0.04% Add +6.4% 1,878 $224K
Old Port Advisors 0.06% Add +4.5% 1,878 $224K
Columbia Asset Management 0.04% No change 1,878 $224K
Summit Asset Management, LLC 0.04% Add +0.1% 1,875 $224K
Summit Securities Group LLC 0.08% New 1,874 $224K
Howland Capital Management LLC 0.01% Add +1.5% 1,868 $223K
Signature Estate & Investment Advisors LLC 0.01% Add +5.6% 1,867 $223K
Tranquility Partners, LLC 0.08% Reduce -1.3% 1,866 $223K
Pettyjohn, Wood & White, Inc. 0.04% No change 1,863 $222K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -12.9% 1,861 $222K
Catalina Capital Group, LLC 0.15% Add +10.5% 1,858 $222K
Ashton Thomas Securities, LLC 0.05% Add +6.0% 1,857 $222K
Argentarii, LLC 0.10% Reduce -1.7% 1,855 $221K
WASHINGTON TRUST Co 0.01% Reduce -4.2% 1,855 $221K
Asset Advisors Investment Management, LLC 0.02% No change 1,848 $220K
Radnor Capital Management, LLC 0.04% No change 1,842 $220K
Chicago Capital, LLC 0.01% No change 1,842 $220K
Arbor Investment Advisors, LLC 0.03% Add +0.6% 1,841 $220K
MASTERINVEST Kapitalanlage GmbH 0.02% — 1,839 $219K
Wellington Shields & Co., LLC 0.06% No change 1,832 $219K
Trueblood Wealth Management, LLC 0.09% Add +0.4% 1,829 $218K
Blackston Financial Advisory Group, LLC 0.14% Reduce -3.7% 1,827 $218K
Berkshire Asset Management LLC 0.01% New 1,826 $218K
Sandy Cove Advisors, LLC 0.08% Reduce -7.1% 1,825 $218K
L2 Asset Management, LLC 0.04% Add +3.9% 1,821 $217K
Wolff Financial Management LLC 0.06% No change 1,815 $217K
McAdam, LLC 0.01% Add +5.6% 1,816 $217K
Quent Capital, LLC 0.02% Reduce -2.2% 1,815 $217K
Delta Investment Management, LLC 0.04% Reduce -9.0% 1,813 $216K
State of Wyoming 0.03% Add +21.9% 1,812 $216K
WealthShield Partners, LLC 0.03% Add +4.8% 1,808 $216K
Hendley & Co. Inc. 0.08% Reduce -69.1% 1,805 $215K
VeraBank, N.A. 0.04% Reduce -0.8% 1,802 $215K
Northwest Quadrant Wealth Management, LLC 0.05% Reduce -0.8% 1,800 $215K
Next Capital Management LLC 0.08% New 1,800 $215K
KPP Advisory Services LLC 0.04% New 1,793 $214K
Jaffetilchin Investment Partners, LLC 0.01% Add +8.9% 1,793 $214K
Viawealth, LLC 0.13% No change 1,791 $214K
Zullo Investment Group, Inc. 0.09% Add +0.3% 1,789 $214K
Fulcrum Equity Management 0.22% Reduce -26.7% 1,787 $213K
Werba Rubin Papier Wealth Management 0.04% Reduce -2.2% 1,786 $213K
Financial Advisors Network, Inc. 0.03% Reduce -2.6% 1,783 $213K
Paragon Capital Management Ltd 0.04% Reduce -51.5% 1,777 $212K
Independent Wealth Network Inc. 0.08% Reduce -3.1% 1,772 $211K
Hourglass Capital, LLC 0.05% No change 1,770 $211K
Spring Capital Management, LLC 0.11% No change 1,767 $211K
Signature Wealth Management Partners, LLC 0.12% No change 1,765 $211K
Great Diamond Partners, LLC 0.04% No change 1,764 $210K
Eastern Bank 0.00% Reduce -6.6% 1,763 $210K
Ascentis Independent Advisors 0.04% New 1,761 $210K
Kelly Lawrence W & Associates Inc. 0.06% No change 1,758 $210K
Kingswood Wealth Advisors, LLC 0.02% Add +0.8% 1,756 $210K
Abacus Planning Group, Inc. 0.03% Reduce -10.3% 1,755 $209K
MIdWestOne Financial Group, Inc. 0.03% Reduce -7.5% 1,751 $209K
Perennial Investment Advisors, LLC 0.02% Add +0.1% 1,751 $209K
Archford Capital Strategies, LLC 0.03% New 1,750 $209K
Moller Wealth Partners 0.05% Reduce -16.6% 1,748 $209K
Wealthspan Partners, LLC 0.09% No change 1,743 $208K
Harbour Trust & Investment Management Co 0.02% Add +3.1% 1,741 $208K
SYM FINANCIAL Corp 0.02% New 1,739 $207K
IVC Wealth Advisors LLC 0.10% Add +0.3% 1,735 $207K
LM Advisors LLC 0.03% Reduce -0.7% 1,737 $207K
Catalyst Financial Partners LLC 0.02% Add +2.2% 1,735 $207K
Ami Investment Management Inc. 0.05% No change 1,729 $206K
RiverFront Investment Group, LLC 0.00% New 1,721 $205K
Silver Oak Securities, Incorporated 0.02% Reduce -28.1% 1,720 $205K
Per Stirling Capital Management, LLC. 0.03% Add +0.3% 1,717 $205K
True North Advisors, LLC 0.04% New 1,715 $205K
Sentry LLC 0.04% No change 1,710 $204K
Strait & Sound Wealth Management LLC 0.09% Reduce -2.3% 1,705 $203K
Beirne Wealth Consulting Services, LLC 0.07% No change 1,700 $203K
Crestmont Private Wealth LLC 0.07% No change 1,698 $203K
Pinnacle Family Advisors, LLC 0.10% Reduce -2.0% 1,692 $202K
Websterrogers Financial Advisors, LLC 0.06% No change 1,687 $201K
Key Client Fiduciary Advisors, LLC 0.08% Add +1.3% 1,682 $201K
JNBA Financial Advisors 0.02% No change 1,674 $200K
Bank of New Hampshire 0.05% Reduce -4.6% 1,672 $199K
Westside Investment Management, Inc. 0.04% Add +12.7% 1,658 $199K
Centaurus Financial, Inc. 0.01% Reduce -29.1% 1,656 $198K
Marshall & Sterling Wealth Advisors Inc. 0.13% Reduce -0.5% 1,639 $196K
Cherry Tree Wealth Management, LLC 0.05% Reduce -3.9% 1,629 $194K
Perkins Coie Trust Co 0.03% Reduce -0.4% 1,623 $194K
Archer Investment Corp 0.05% Reduce -68.3% 1,606 $192K
Sound Income Strategies, LLC 0.01% Add +114.7% 1,595 $190K
St Germain D J Co. Inc. 0.01% Add +6.6% 1,580 $188K
Coastline Trust Co 0.02% No change 1,549 $185K
SBI Securities Co., Ltd. 0.01% Add +263.1% 1,547 $185K
Spire Wealth Management 0.01% Reduce -54.3% 1,540 $184K
Deseret Mutual Benefit Administrators 0.09% No change 1,538 $183K
Transamerica Financial Advisors, LLC 0.02% Reduce -9.0% 1,521 $181K
GeoWealth Management, LLC 0.01% Add +4.1% 1,515 $181K
Sentry Investment Management LLC 0.10% No change 1,355 $176K
Cromwell Holdings LLC 0.11% Add +4.9% 1,464 $175K
Peterson Wealth Services 0.05% Reduce -9.6% 1,447 $173K
NBT Bank, N.A. 0.01% Reduce -2.4% 1,436 $171K
Chilton Capital Management LLC 0.01% No change 1,414 $169K
Evelyn Partners Investment Management LLP 0.01% No change 1,411 $168K
Armstrong Advisory Group, Inc. 0.01% Reduce -8.2% 1,361 $162K
Caldwell Sutter Capital, Inc. 0.07% Reduce -2.8% 1,358 $162K
Addison Advisors LLC 0.04% No change 1,354 $162K
10Elms LLP 0.18% No change 1,354 $162K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,353 $161K
Capital Advisors, Ltd. LLC 0.02% Add +5.4% 1,332 $159K
Grove Bank & Trust 0.02% Reduce -3.1% 1,306 $156K
General Partner, Inc. 0.09% No change 1,303 $155K
Wellington Shields Capital Management, LLC 0.03% No change 1,292 $154K
Group One Trading LLC 0.01% New 1,267 $151K
Lazard Asset Management LLC 0.00% Add +6.8% 1,253 $149K
Tompkins Financial Corp. 0.01% Reduce -10.2% 1,244 $148K
Valley National Advisers Inc. 0.02% Add +5.2% 1,245 $148K
MUFG Securities EMEA plc 0.01% New 1,204 $144K
Foster Dykema Cabot & Partners, LLC 0.01% Add +104.4% 1,171 $140K
Sittner & Nelson, LLC 0.06% Reduce -5.7% 1,150 $137K
Y.D. More Investments Ltd 0.01% Add +30.9% 1,147 $137K
AdvisorNet Financial, Inc 0.01% Reduce -1.4% 1,132 $135K
Centennial Bank 0.06% Reduce -14.7% 1,130 $135K
CYBER HORNET ETFs LLC 0.10% New 1,123 $134K
Golden State Wealth Management, LLC 0.02% Add +42.8% 1,102 $131K
Westchester Capital Management, LLC 0.01% Reduce -96.0% 1,100 $131K
United Community Bank 0.04% Reduce -43.3% 1,093 $130K
Asset Planning,Inc 0.10% Add +36.1% 1,075 $128K
Smithfield Trust Co 0.01% Reduce -16.0% 1,068 $128K
First Horizon Advisors, Inc. 0.00% Reduce -70.0% 1,062 $127K
American Capital Advisory, LLC 0.06% No change 1,057 $126K
Security National Bank 0.02% No change 1,054 $126K
Chesapeake Asset Management LLC 0.11% Reduce -69.7% 1,049 $125K
Optimum Investment Advisors 0.05% Add +23.9% 1,038 $124K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.8% 1,013 $121K
Global Trust Asset Management, LLC 0.06% No change 1,005 $120K
Mechanics Financial Corp 0.05% No change 1,000 $119K
Crossingbridge Advisors, LLC 0.14% Reduce -90.0% 1,000 $119K
Lanark Financial, Inc. 0.01% Reduce -35.9% 998 $119K
ORG Partners LLC 0.03% Reduce -8.8% 958 $118K
McIlrath & Eck, LLC 0.01% Add +0.1% 984 $117K
Motco 0.01% Add +25.2% 938 $116K
Mark Sheptoff Financial Planning, LLC 0.06% No change 960 $115K
Tanglewood Legacy Advisors, LLC 0.05% No change 950 $113K
City State Bank 0.04% No change 942 $112K
CVA Family Office, LLC 0.02% Add +10.1% 942 $112K
Birchbrook, Inc. 0.06% New 936 $112K
Vestor Capital, LLC 0.01% Add +431.5% 10,018 $109K
Private Wealth Asset Management, LLC 0.01% Add +9.2% 912 $109K
Catalyst Capital Advisors LLC 0.00% Add +72.1% 907 $108K
Broadwater Capital Management LLC 0.08% Add +11830.0% 107,370 $107K
American National Bank & Trust 0.01% Add +1.4% 894 $107K
Plato Investment Management Ltd 0.01% No change 880 $105K
Beacon Capital Management, LLC 0.01% Add +4.3% 874 $104K
Garde Capital, Inc. 0.01% Add +0.6% 872 $104K
Johnson Financial Group, Inc. 0.00% Reduce -44.2% 860 $103K
Glass Jacobson Investment Advisors llc 0.04% Add +299.1% 850 $101K
VSM Wealth Advisory, LLC 0.03% No change 829 $99K
CoreCap Advisors, LLC 0.00% Reduce -24.3% 813 $97K
Avion Wealth 0.02% Add +1.6% 806 $96K
TFC Financial Management, Inc. 0.01% Add +0.8% 793 $95K
Gleason Group, Inc. 0.01% Add +1.1% 768 $92K
Riverview Trust Co 0.11% Reduce -32.0% 761 $91K
Rialto Wealth Management, LLC 0.03% Add +0.5% 757 $90K
Financial Management Professionals, Inc. 0.01% Reduce -49.5% 757 $90K
Piscataqua Savings Bank 0.08% Reduce -7.3% 756 $90K
Hager Investment Management Services, LLC 0.05% Reduce -47.9% 749 $89K
Missouri Trust & Investment Co 0.03% Reduce -14.9% 749 $89K
Horizon Bancorp Inc. 0.04% New 750 $89K
Beaird Harris Wealth Management, LLC 0.01% No change 734 $88K
Olistico Wealth, LLC 0.05% Add +192.8% 729 $87K
Brown, Lisle/Cummings, Inc. 0.02% Add +0.1% 725 $86K
TOWER TRUST & INVESTMENT Co 0.06% Add +417.4% 714 $85K
Glen Eagle Advisors, LLC 0.01% No change 710 $85K
Clark Wealth Partners 0.06% Add +1.1% 708 $84K
Miller Wealth Advisors, LLC 0.04% Add +0.7% 702 $84K
Kentucky Trust Co 0.05% No change 700 $84K
Park Place Capital Corp 0.02% Reduce -12.8% 673 $83K
Toth Financial Advisory Corp. 0.01% No change 682 $81K
Maseco LLP 0.00% — 676 $81K
2UniFi Bank 0.04% Add +9.3% 660 $79K
Godsey & Gibb, Inc. 0.01% No change 650 $78K
Plante Moran Financial Advisors, LLC 0.01% Reduce -1.2% 636 $76K
New Millennium Group LLC 0.04% Reduce -11.1% 633 $76K
PFS Partners, LLC 0.04% Add +0.8% 626 $75K
Kimelman & Baird, LLC 0.01% No change 625 $75K
Murphy & Mullick Capital Management Corp 0.06% No change 603 $75K
Essential Partners LLC 0.03% — 623 $74K
Main Street Group, LTD 0.03% No change 616 $73K
True Wealth Design, LLC 0.03% Reduce -23.9% 616 $73K
Basso Capital Management, L.P. 0.05% No change 612 $73K
Pandora Wealth, Inc. 0.04% No change 605 $72K
Advantage Trust Co 0.03% No change 562 $67K
Kiker Wealth Management, LLC 0.04% New 557 $66K
Duncker Streett & Co. Inc. 0.01% No change 556 $66K
Tower View Wealth Management LLC 0.03% Add +1.1% 555 $66K
Sarver Vrooman Wealth Advisors 0.04% No change 547 $65K
MorganRosel Wealth Management, LLC 0.02% No change 546 $65K
Front Row Advisors LLC 0.02% No change 535 $64K
Harbor Asset Planning, Inc. 0.06% — 533 $64K
Quaker Wealth Management, LLC 0.02% — 532 $63K
Wealth Preservation Advisors, LLC 0.04% Add +1.2% 523 $62K
DecisionPoint Financial, LLC 0.02% Add +0.8% 504 $62K
Key Financial Inc 0.01% No change 514 $61K
Ogorek Anthony Joseph /NY/ 0.02% Add +30.3% 512 $61K
Painted Porch Advisors LLC 0.02% No change 503 $60K
Capula Management Ltd 0.00% New 502 $60K
Flagship Wealth Advisors, LLC 0.02% No change 500 $60K
Acima Private Wealth, LLC 0.02% No change 500 $60K
Evermay Wealth Management LLC 0.01% No change 500 $60K
JFS Wealth Advisors, LLC 0.00% Reduce -6.2% 496 $59K
Hemington Wealth Management 0.01% Add +0.4% 498 $59K
Aventura Private Wealth, LLC 0.03% Reduce -1.4% 491 $59K
Millstone Evans Group, LLC 0.04% No change 481 $57K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -21.3% 480 $57K
Compagnie Lombard Odier SCmA 0.00% Reduce -48.2% 478 $57K
1 North Wealth Services LLC 0.02% No change 474 $57K
Manchester Capital Management LLC 0.01% Reduce -7.0% 468 $56K
Pin Oak Investment Advisors Inc. 0.05% Reduce -7.2% 450 $55K
Crowley Wealth Management, Inc. 0.05% No change 455 $54K
Medallion Wealth Advisors, LLC 0.02% Add +0.7% 435 $54K
Livelsberger Financial Advisory 1.04% New 449 $54K
Clearstead Trust, LLC 0.01% Add +30.4% 438 $52K
WFA of San Diego, LLC 0.04% — 438 $52K
Cary Street Partners Investment Advisory LLC 0.02% Add +1.9% 429 $51K
Putney Financial Group LLC 0.05% Reduce -37.1% 427 $51K
Financially Speaking Inc 0.03% New 425 $51K
Covestor Ltd 0.03% Reduce -52.1% 423 $50K
Signature Resources Capital Management, LLC 0.03% Add +66.4% 416 $50K
Whipplewood Advisors, LLC 0.03% Add +23.8% 401 $48K
Costello Asset Management, INC 0.02% No change 400 $48K
Financial Gravity Companies, Inc. 0.01% — 397 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 385 $46K
PrairieView Partners, LLC 0.00% No change 383 $45K
Evolution Advisers, Inc. 0.02% Reduce -6.8% 373 $44K
Traub Capital Management LLC 0.04% — 362 $43K
Prestige Wealth Management Group LLC 0.01% No change 358 $43K
Battery Global Advisors, LLC 0.02% No change 358 $43K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +154.7% 354 $42K
Legend Financial Advisors, Inc. 0.03% New 350 $42K
Lynch Asset Management, Inc. 0.01% New 350 $42K
Team Financial Group, LLC 0.02% New 347 $41K
Operose Advisors LLC 0.01% Add +260.4% 346 $41K
Dynamic Wealth Strategies, LLC 0.03% No change 330 $39K
Bellwether Advisors, LLC 0.01% No change 329 $39K
Trust Co 0.00% Add +19.2% 329 $39K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -3.0% 325 $39K
New England Capital Financial Advisors LLC 0.02% Add +0.6% 324 $39K
Physician Wealth Advisors, Inc. 0.01% Add +19.6% 323 $39K
Transce3nd, LLC 0.02% No change 321 $38K
Twin Peaks Wealth Advisors, LLC 0.01% New 317 $38K
Centerpoint Advisors, LLC 0.01% Add +7.3% 322 $38K
GW&K Investment Management, LLC 0.00% Add +33.5% 319 $38K
Arlington Trust Co LLC 0.01% Reduce -9.2% 316 $38K
Copia Wealth Management 0.03% No change 311 $37K
Hoese & Co LLP 0.03% No change 302 $36K
Compass Financial Services Inc 0.02% No change 300 $36K
Boreal Capital Management LLC 0.03% — 300 $36K
Future Financial Wealth Managment LLC 0.02% No change 300 $36K
SRH Advisors, LLC 0.01% No change 299 $36K
Pittenger & Anderson Inc. 0.00% Reduce -47.0% 288 $34K
Longview Financial Advisors LLC 0.02% No change 286 $34K
Crews Bank & Trust 0.01% No change 285 $34K
First Command Advisory Services, Inc. 0.00% No change 283 $34K
Steph & Co. 0.01% No change 276 $33K
West Branch Capital LLC 0.01% No change 275 $33K
Global Wealth Strategies & Associates 0.01% No change 275 $33K
Pacifica Partners Inc. 0.01% No change 271 $32K
Webster Bank, N. A. 0.00% Add +58.8% 270 $32K
Tsfg, LLC 0.01% No change 272 $32K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.01% — 266 $32K
Wood Tarver Financial Group, LLC 0.01% No change 260 $31K
CNB Bank 0.01% No change 257 $31K
Rise Advisors, LLC 0.01% Add +0.8% 251 $30K
Cornerstone National Bank & Trust Co 0.01% No change 250 $30K
Rogco, LP 0.01% Reduce -11.7% 250 $30K
Graney & King, LLC 0.02% Add +1.2% 250 $30K
Nova Wealth Management, Inc. 0.02% Reduce -17.6% 248 $30K
Ameriflex Group, Inc. 0.02% No change 246 $30K
Gen-Wealth Partners Inc 0.01% No change 247 $29K
Tacita Capital Inc 0.02% No change 245 $29K
Smallwood Wealth Investment Management, LLC 0.02% Add +1.3% 240 $29K
Fortitude Family Office, LLC 0.01% Reduce -11.7% 235 $28K
Pacific Center for Financial Services 0.01% No change 233 $28K
SJS Investment Consulting Inc. 0.00% Reduce -7.2% 231 $28K
Stephens Consulting, LLC 0.01% Reduce -3.0% 230 $27K
Bogart Wealth, LLC 0.00% Reduce -13.1% 219 $26K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 219 $26K
Zions Bancorporation, National Association 0.00% Reduce -94.7% 218 $26K
Bank & Trust Co 0.02% No change 217 $26K
Founders Capital Management 0.02% No change 215 $26K
Wolff Wiese Magana LLC 0.02% Add +62.1% 214 $26K
Morgan Dempsey Capital Management LLC 0.01% Reduce -28.9% 214 $26K
Cornerstone Planning Group LLC 0.01% Reduce -19.3% 209 $25K
Bruce G. Allen Investments, LLC 0.02% Reduce -11.3% 213 $25K
Alerus Financial NA 0.00% New 212 $25K
Evolution Wealth Management Inc. 0.03% — 210 $25K
Stone House Investment Management, LLC 0.00% Add +33.1% 209 $25K
Morton Brown Family Wealth, LLC 0.01% No change 207 $25K
Salomon & Ludwin, LLC 0.00% No change 189 $24K
Delos Wealth Advisors, LLC 0.02% New 200 $24K
Fourth Dimension Wealth, LLC 0.01% Reduce -55.6% 200 $24K
Robinswood Financial LLC 0.01% No change 200 $24K
GoalVest Advisory LLC 0.01% No change 200 $24K
BOK Financial Private Wealth, Inc. 0.00% Reduce -27.8% 200 $24K
Cetera Trust Company, N.A 0.01% Add +543.3% 193 $23K
Navigoe, LLC 0.02% No change 200 $23K
Coston, McIsaac & Partners 0.01% No change 200 $23K
Concord Wealth Partners 0.00% Reduce -1.6% 188 $22K
Silvant Capital Management LLC 0.00% No change 186 $22K
Hoey Investments, Inc. 0.00% Reduce -8.0% 184 $22K
Ascentis Wealth Management, LLC 0.01% No change 176 $22K
Meeder Asset Management Inc. 0.00% Add +18.3% 181 $22K
YANKCOM Partnership 0.01% Add +3.5% 180 $21K
First PREMIER Bank 0.01% No change 176 $21K
Redmont Wealth Advisors LLC 0.03% New 174 $21K
Parvin Asset Management, LLC 0.02% No change 173 $21K
Byrne Asset Management LLC 0.02% No change 173 $21K
Tortoise Investment Management, LLC 0.00% Add +8.1% 173 $21K
Opal Wealth Advisors, LLC 0.01% Reduce -26.8% 169 $20K
First United Bank & Trust 0.01% No change 165 $20K
Private Wealth Management Group, LLC 0.01% Reduce -49.2% 163 $19K
Bell Investment Advisors, Inc 0.00% Reduce -0.6% 163 $19K
Blue Bell Private Wealth Management, LLC 0.00% No change 158 $19K
Friedenthal Financial 0.01% No change 155 $19K
Strategic Investment Solutions, Inc. 0.01% Reduce -75.3% 154 $18K
Fairscale Capital, LLC 0.01% Add +0.7% 146 $18K
Cape Investment Advisory, Inc. 0.01% No change 150 $18K
TruNorth Capital Management, LLC 0.00% Reduce -20.6% 150 $18K
Burkett Financial Services, LLC 0.01% Add +1.4% 150 $18K
Sierra Ocean, LLC 0.01% Add +40.6% 149 $18K
Clear Investment Research, LLC 0.02% No change 139 $17K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.07% No change 130 $16K
First Pacific Financial 0.00% Reduce -28.6% 125 $15K
Truvestments Capital LLC 0.00% Reduce -60.0% 118 $14K
Richardson Capital Management LLC 0.01% No change 115 $14K
Midwest Capital Advisors, LLC 0.01% No change 114 $14K
WPG Advisers, LLC 0.01% Add +4.7% 112 $13K
LGT Financial Advisors LLC 0.03% Add +3.7% 112 $13K
First Community Trust NA 0.01% No change 111 $13K
Country Trust Bank 0.00% New 110 $13K
Roble, Belko & Company, Inc 0.00% Reduce -11.2% 111 $13K
Roxbury Financial LLC 0.01% Add +1.9% 107 $13K
Chung Wu Investment Group, LLC 0.01% New 100 $12K
Family Legacy Financial Solutions, LLC 0.01% — 100 $12K
Creative Capital Management Investments LLC 0.00% No change 100 $12K
Valley Wealth Managers, Inc. 0.00% Reduce -42.9% 100 $12K
Barrett & Company, Inc. 0.00% No change 100 $12K
High Note Wealth, LLC 0.00% No change 96 $11K
Western Pacific Wealth Management, LP 0.01% Reduce -97.0% 95 $11K
Morse Asset Management, Inc 0.00% No change 92 $11K
Blume Capital Management, Inc. 0.00% Reduce -8.1% 91 $11K
Howard Hughes Medical Institute 0.00% New 89 $11K
SOA Wealth Advisors, LLC. 0.00% Reduce -47.9% 87 $10K
HighMark Wealth Management LLC 0.01% Add +1.2% 87 $10K
Westend Capital Management, LLC 0.00% No change 86 $10K
IAG Wealth Partners, LLC 0.00% No change 85 $10K
Alpine Bank Wealth Management 0.00% No change 83 $10K
Iron Horse Wealth Management, LLC 0.00% No change 82 $10K
MPWM Advisory Solutions, LLC 0.01% Reduce -6.9% 81 $10K
Sachetta, LLC 0.00% Add +1.3% 80 $10K
Keener Financial Planning LLC 0.00% No change 82 $9K
Principia Wealth Advisory, LLC 0.01% Add +10.3% 75 $9K
Hopwood Financial Services, Inc. 0.01% No change 75 $9K
Raffa Wealth Management, LLC 0.00% No change 74 $9K
Mid-American Wealth Advisory Group, Inc. 0.00% New 72 $9K
First Financial Corp. 0.00% Reduce -89.3% 69 $8K
North Capital, Inc. 0.01% Reduce -12.8% 68 $8K
Park Square Financial Group, LLC 0.01% No change 68 $8K
N.E.W. Advisory Services LLC 0.00% Add +1.5% 68 $8K
Albion Financial Group 0.00% Reduce -47.2% 67 $8K
Lavaca Capital LLC 0.00% No change 66 $8K
Core Alternative Capital 0.00% Reduce -69.4% 66 $8K
Highline Wealth Partners LLC 0.00% Reduce -38.3% 66 $8K
Abound Wealth Management 0.00% No change 65 $8K
Activest Wealth Management 0.00% Reduce -33.7% 65 $8K
Financial Perspectives, Inc 0.00% No change 63 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 62 $7K
Financial Connections Group, Inc. 0.00% Add +106.7% 62 $7K
Center for Financial Planning, Inc. 0.00% No change 57 $7K
Holos Integrated Wealth LLC 0.00% No change 54 $6K
RMG Wealth Management LLC 0.00% — 51 $6K
Anfield Capital Management, LLC 0.00% No change 53 $6K
Accredited Wealth Management, LLC 0.00% No change 50 $6K
Financial Freedom, LLC 0.00% No change 50 $6K
Marshall & Sullivan Inc. 0.00% New 50 $6K
Christopher J. Hasenberg, Inc 0.00% Reduce -12.3% 50 $6K
Prudent Man Investment Management, Inc. 0.00% No change 50 $6K
Bare Financial Services, Inc 0.00% Add +246.2% 45 $5K
Crewe Advisors LLC 0.00% No change 45 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 44 $5K
Financial Network Wealth Advisors LLC 0.01% No change 42 $5K
Maryland Capital Advisors Inc. 0.00% No change 42 $5K
Cedar Mountain Advisors, LLC 0.00% No change 42 $5K
S&T Bank 0.00% Add +290.0% 39 $5K
SWAN Capital LLC 0.00% New 37 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -5.3% 36 $4K
Dogwood Wealth Management LLC 0.00% Add +22.2% 33 $4K
Fiduciary Advisors, Inc. 0.00% No change 35 $4K
Pineridge Advisors LLC 0.00% Add +40.0% 35 $4K
Tradewinds Capital Management, LLC 0.00% Reduce -96.7% 34 $4K
Horrell Capital Management, Inc. 0.00% No change 34 $4K
Penserra Capital Management LLC 0.00% No change 36 $4K
Tidemark, LLC 0.00% No change 31 $4K
Thompson Investment Management, Inc. 0.00% No change 30 $4K
CGC Financial Services, LLC 0.00% No change 28 $3K
Semmax Financial Advisors Inc. 0.00% Reduce -27.0% 27 $3K
FSA Wealth Management LLC 0.00% No change 25 $3K
Spurstone Advisory Services, LLC 0.05% No change 25 $3K
WealthCollab, LLC 0.00% No change 24 $3K
Evergreen Private Wealth LLC 0.00% New 24 $3K
Valued Wealth Advisors LLC 0.00% Reduce -76.2% 24 $3K
Binnacle Investments Inc 0.00% New 23 $3K
WealthTrak Capital Management LLC 0.00% Reduce -53.5% 20 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 20 $2K
Nalls Sherbakoff Group, LLC 0.00% No change 17 $2K
Delta Asset Management LLC 0.00% No change 17 $2K
Harvest Fund Management Co., Ltd 0.00% Reduce -89.7% 14 $2K
Dunhill Financial, LLC 0.00% Reduce -81.2% 16 $2K
PMV Capital Advisers, LLC 0.00% New 16 $2K
Kilter Group LLC 0.00% New 16 $2K
GFG Capital, LLC 0.00% New 16 $2K
Disciplined Equity Management, Inc. 0.00% New 15 $2K
Ridgewood Investments LLC 0.00% No change 14 $2K
Optiver Holding B.V. 0.00% New 14 $2K
HFM Investment Advisors, LLC 0.00% Add +116.7% 13 $2K
Parkworth Wealth Management, Inc. 0.00% Add +71.4% 12 $1K
PayPay Securities Corp 0.06% Reduce -47.6% 11 $1K
Vermillion & White Wealth Management Group, LLC 0.00% New 10 $1K
Aspect Partners, LLC 0.00% No change 10 $1K
Rakuten Securities, Inc. 0.00% Reduce -9.1% 10 $1K
Total Investment Management Inc. 0.00% New 10 $1K
IMA Advisory Services, Inc. 0.00% New 5 $597
Atwood & Palmer Inc. 0.00% No change 1 $120
St. Johns Investment Management Company, LLC 0.00% No change 1 $119
FNY Investment Advisers, LLC 0.00% New 5 $0

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