Phillips 66PSX

13F holders, Q3 2025 (September 30)
1,838holders +74
190new positions
108sold out
11famous investors
$135.98avg. 13F price*

At the end of Q3 2025, 1,838 institutions reported holding Phillips 66 (PSX) in their 13F filings, up 74 from Q2 2025. 190 opened new positions and 108 sold out. The largest holders were Vanguard Group Inc. ($7.0B), BlackRock, Inc. ($4.1B) and State Street Corp. ($3.2B). 11 famous investors held it, including Paul Singer (19.2% of Elliott Investment Management's portfolio), Bill Nygren (3.0% of Harris Associates (Oakmark Funds)'s portfolio) and Cliff Asness (0.2% of AQR Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions190$210.0M
Exits108$111.4M

All 13F filers, Q2 2025 → Q3 2025: 15,842,950 shares bought and 20,433,190 shares sold, net −4,590,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,838 holders

Vanguard Group Inc. 0.11% Add +11.6% 51,724,558 $7.0B
BlackRock, Inc. 0.07% Reduce -5.2% 30,216,278 $4.1B
State Street Corp. 0.11% Reduce -3.7% 23,413,934 $3.2B
Elliott Investment Management 19.20% No change 19,251,000 $2.6B
Wells Fargo & Company 0.42% Reduce -3.3% 15,103,967 $2.1B
Harris Associates (Oakmark Funds) 2.97% Add +1.4% 13,640,378 $1.9B
Geode Capital Management, LLC 0.09% Add +0.4% 10,368,484 $1.4B
Bank of New York Mellon Corp 0.21% Reduce -9.4% 8,514,388 $1.2B
Morgan Stanley 0.06% Add +0.6% 6,907,123 $939.5M
T. Rowe Price Associates Inc. 0.08% Reduce -39.3% 5,449,923 $741.3M
UBS Group AG 0.12% Add +5.6% 4,432,595 $602.9M
Invesco Ltd. 0.09% Reduce -13.8% 4,056,066 $551.7M
Charles Schwab Investment Management Inc. 0.08% Add +17.9% 3,854,940 $524.3M
Northern Trust Corp. 0.07% Reduce -4.5% 3,834,138 $521.5M
FMR LLC 0.03% Reduce -5.0% 3,669,613 $499.1M
Barrow Hanley Mewhinney & Strauss LLC 1.36% Reduce -1.0% 3,149,198 $428.4M
Dimensional Fund Advisors LP 0.08% Reduce -1.5% 2,830,397 $385.0M
Goldman Sachs Group Inc. 0.05% Reduce -4.6% 2,742,382 $373.0M
Bank of America Corp. 0.03% Reduce -15.7% 2,731,887 $371.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -18.1% 2,429,264 $330.4M
Amundi 0.10% Add +2.8% 2,400,180 $319.1M
Legal & General Group Plc 0.07% Add +1.5% 2,276,036 $309.6M
AQR Capital Management 0.17% Add +424.7% 1,893,195 $257.5M
JPMorgan Chase & Co. 0.02% Reduce -29.0% 1,859,810 $253.0M
Raymond James Financial Inc. 0.07% Add +1.9% 1,534,830 $208.8M
Jacobs Levy Equity Management, Inc. 0.77% Reduce -6.5% 1,422,236 $193.5M
Boston Partners 0.20% Add +0.1% 1,417,900 $192.8M
Citadel Advisors 0.15% Add +1060.2% 1,390,436 $189.1M
Envestnet Asset Management Inc. 0.05% Reduce -17.0% 1,375,730 $187.1M
Nuveen, LLC 0.05% Add +6.7% 1,373,186 $186.8M
Royal Bank of Canada 0.03% Add +24.6% 1,281,300 $174.3M
Worldquant Millennium Advisors LLC 0.72% Add +36.0% 1,230,892 $167.4M
Swiss National Bank 0.09% Reduce -4.8% 1,174,450 $159.7M
Massachusetts Financial Services Co. 0.05% Add +15.8% 1,172,158 $159.4M
Mariner, LLC 0.19% Add +3.7% 1,081,027 $147.1M
HSBC Holdings PLC 0.08% Add +0.8% 1,029,108 $139.9M
Holocene Advisors, LP 0.31% Add +40.4% 999,000 $135.9M
Neuberger Berman Group LLC 0.10% Reduce -5.8% 976,664 $132.8M
Deutsche Bank AG 0.04% Add +9.3% 974,042 $132.5M
PNC Financial Services Group, Inc. 0.08% Add +18.2% 963,629 $131.1M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +0.8% 949,127 $129.1M
LPL Financial LLC 0.04% Reduce -0.3% 894,814 $121.7M
Stonegate Investment Group, LLC 2.79% Reduce -0.7% 883,634 $120.2M
LSV Asset Management 0.25% Reduce -40.7% 844,728 $114.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +5.1% 818,025 $111.3M
Rhumbline Advisers 0.09% Reduce -0.9% 788,845 $107.3M
Millennium Management 0.09% Add +21.9% 784,834 $106.8M
Victory Capital Management Inc. 0.06% Reduce -1.9% 770,824 $104.8M
Corient Private Wealth LP 0.16% Reduce -0.4% 764,624 $104.0M
Alliancebernstein L.P. 0.03% Add +9.3% 760,034 $103.4M
Barclays PLC 0.04% Reduce -38.8% 741,915 $100.9M
California Public Employees Retirement System 0.06% Add +3.7% 722,469 $98.3M
Los Angeles Capital Management LLC 0.32% Add +612.3% 702,348 $95.5M
Bank of Montreal 0.04% Add +4.3% 666,446 $90.7M
Truist Financial Corp. 0.12% Add +12.9% 664,499 $90.4M
Fayez Sarofim & Co 0.20% Reduce -1.2% 622,043 $84.6M
Allianz Asset Management GmbH 0.10% Reduce -2.7% 609,997 $83.0M
National Pension Service 0.06% Add +3.5% 602,099 $81.9M
Bahl & Gaynor LLC 0.40% Reduce -31.5% 585,652 $79.7M
Russell Investments Group, Ltd. 0.09% Add +14.7% 555,125 $75.5M
Principal Financial Group Inc. 0.04% Reduce -1.3% 516,725 $70.3M
California State Teachers Retirement System 0.07% Add +0.1% 491,074 $66.8M
M&T Bank Corp 0.22% Reduce -1.7% 484,620 $65.9M
Recurrent Investment Advisors LLC 4.84% Reduce -0.5% 464,470 $63.2M
BNP Paribas Financial Markets 0.05% Reduce -31.8% 448,799 $61.0M
Focus Partners Wealth 0.09% Add +5.5% 427,858 $58.2M
Prudential Financial Inc. 0.07% Reduce -5.1% 424,347 $57.7M
Stifel Financial Corp. 0.05% Reduce -6.8% 414,488 $56.4M
Ameriprise Financial Inc. 0.01% Reduce -1.9% 412,398 $56.1M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -1.3% 392,901 $53.4M
State Board of Administration of Florida Retirement System 0.09% Reduce -3.8% 376,094 $51.2M
Marshall Wace, LLP 0.06% Add +83.3% 374,584 $51.0M
HighTower Advisors, LLC 0.06% Add +1.2% 363,528 $49.4M
Aviva PLC 0.08% Add +9.8% 342,360 $46.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -1.7% 340,913 $46.4M
Davis R M Inc. 0.80% Reduce -1.7% 335,625 $45.7M
RNC Capital Management LLC 2.06% Reduce -0.7% 328,486 $44.7M
Ossiam 0.56% New 318,377 $43.3M
New York State Teachers Retirement System 0.08% Reduce -0.1% 306,158 $41.6M
National Bank of Canada 0.05% Reduce -9.6% 297,978 $40.5M
Citigroup Inc. 0.03% Reduce -22.9% 292,685 $39.8M
ZWJ Investment Counsel Inc. 1.39% Add +1.1% 288,859 $39.3M
Brandywine Global Investment Management, LLC 0.27% Add +7.7% 286,579 $39.0M
Miller Howard Investments Inc. 1.17% Reduce -0.4% 282,491 $38.4M
Old Republic International Corp. 1.42% No change 280,600 $38.2M
Van Eck Associates Corp. 0.04% Reduce -6.0% 278,278 $37.9M
&partners 0.23% Reduce -8.9% 265,705 $36.1M
Korea Investment CORP 0.07% Reduce -3.8% 264,032 $35.9M
CANADA LIFE ASSURANCE Co 0.05% Add +0.8% 256,466 $35.3M
Creative Planning 0.03% Add +10.3% 258,055 $35.1M
Commonwealth Equity Services, LLC 0.05% Reduce -7.5% 255,839 $34.8M
Acadian Asset Management LLC 0.06% New 254,181 $34.6M
STRS Ohio 0.13% Reduce -8.4% 253,748 $34.5M
State of Wisconsin Investment Board 0.08% Reduce -3.3% 248,701 $33.8M
Alyeska Investment Group, L.P. 0.10% Reduce -30.7% 242,543 $33.0M
Advisory Resource Group 5.84% Reduce -7.5% 239,498 $32.6M
US Bancorp \de 0.04% Reduce -3.7% 237,561 $32.3M
Fort Washington Investment Advisors Inc. 0.17% Reduce -5.6% 234,940 $32.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +4.9% 230,421 $31.3M
Cetera Investment Advisers 0.04% Add +62.2% 229,670 $31.2M
Teachers Retirement System of the State of Kentucky 0.23% Reduce -3.6% 227,221 $30.9M
Assenagon Asset Management S.A. 0.04% Reduce -13.2% 220,616 $30.0M
Stack Financial Management, Inc 2.48% Reduce -1.1% 219,339 $29.8M
Janney Montgomery Scott LLC 0.07% Add +0.5% 219,191 $29.8M
Blair William & Co. 0.08% Add +7.8% 217,372 $29.6M
Empyrean Capital Partners, LP 1.32% Add +21.8% 216,800 $29.5M
Baird Financial Group, Inc. 0.05% Reduce -9.2% 214,546 $29.2M
Franklin Resources Inc. 0.01% Reduce -8.1% 212,975 $29.0M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.62% Add +5.0% 209,700 $28.5M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -4.0% 209,177 $28.5M
Torray Investment Partners LLC 3.99% Add +3.0% 208,850 $28.4M
TCTC Holdings, LLC 0.84% Reduce -1.2% 208,720 $28.4M
Quantinno Capital Management LP 0.08% Add +45.3% 208,597 $28.4M
Todd Asset Management LLC 0.56% Reduce -4.2% 205,121 $27.9M
Pictet Asset Management Holding SA 0.03% Add +5.6% 203,098 $27.6M
First Trust Advisors LP 0.02% Reduce -15.1% 202,167 $27.5M
DekaBank Deutsche Girozentrale 0.05% No change 199,461 $27.4M
Natixis Advisors, LLC 0.04% Reduce -1.3% 199,832 $27.2M
Osaic Holdings, Inc. 0.04% Add +72.0% 194,466 $26.3M
Hikari Power Ltd 2.08% No change 190,330 $25.9M
Alps Advisors Inc. 0.14% Reduce -2.5% 187,558 $25.5M
Ieq Capital, LLC 0.08% Add +232.4% 186,987 $25.4M
Treasurer of the State of North Carolina 0.08% Reduce -3.8% 183,285 $24.9M
Sei Investments Co. 0.03% Add +15.4% 181,660 $24.7M
Empowered Funds, LLC 0.25% Reduce -22.5% 181,508 $24.7M
Royal London Asset Management Ltd. 0.05% Reduce -2.4% 178,389 $24.3M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +1.3% 176,333 $24.0M
TD Asset Management Inc 0.02% Add +15.5% 174,413 $23.7M
Nisa Investment Advisors, LLC 0.09% Reduce -5.9% 173,620 $23.6M
MML Investors Services, LLC 0.06% Reduce -27.0% 173,484 $23.6M
Robeco Institutional Asset Management B.V. 0.03% Add +4764.5% 172,737 $23.5M
Asset Management One Co., Ltd. 0.07% Reduce -0.6% 166,998 $22.7M
New York State Common Retirement Fund 0.03% No change 163,500 $22.2M
Rakuten Investment Management, Inc. 0.08% — 108,874 $22.2M
Capital Fund Management S.A. 0.22% Reduce -43.2% 160,984 $21.9M
Ofi Invest Asset Management 0.46% Reduce -39.1% 188,003 $21.8M
Adams Natural Resources Fund, Inc. 3.29% Add +7.6% 159,475 $21.7M
Mediolanum International Funds Ltd 0.23% Add +879.3% 157,596 $21.7M
O'shaughnessy Asset Management, LLC 0.13% Add +36.0% 158,679 $21.6M
Toronto Dominion Bank 0.04% Reduce -9.3% 149,895 $20.4M
Lawson Kroeker Investment Management Inc. 3.72% Reduce -0.6% 149,616 $20.4M
Credit Agricole S A 0.07% — 147,734 $20.1M
Chickasaw Capital Management LLC 0.80% Reduce -5.2% 144,591 $19.7M
Nomura Asset Management Co. Ltd. 0.05% Add +0.0% 144,237 $19.6M
Glenmede Investment Management, LP 0.09% Reduce -1.2% 144,148 $19.6M
State of New Jersey Common Pension Fund D 0.07% Add +2.5% 142,888 $19.4M
Rockefeller Capital Management L.P. 0.04% Reduce -0.2% 142,638 $19.4M
Wellington Management Group LLP 0.00% Add +7.7% 139,052 $18.9M
F&V Capital Management, LLC 4.17% Add +0.3% 136,507 $18.6M
Captrust Financial Advisors 0.04% Add +8.7% 135,922 $18.5M
Wallington Asset Management, LLC 2.40% Add +1.6% 135,873 $18.5M
Keybank National Association 0.06% Reduce -1.8% 135,812 $18.5M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -26.2% 137,188 $18.2M
Allspring Global Investments Holdings, LLC 0.03% Add +12.7% 134,609 $18.1M
Public Employees Retirement System of Ohio 0.06% Add +0.4% 132,077 $18.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +154.9% 131,739 $17.9M
Resona Asset Management Co.,Ltd. 0.08% Reduce -5.0% 131,146 $17.9M
Canada Pension Plan Investment Board 0.01% Reduce -74.1% 130,893 $17.8M
American Assets Investment Management, LLC 1.31% No change 130,800 $17.8M
Qube Research & Technologies Ltd 0.02% New 129,132 $17.6M
Aberdeen Group plc 0.03% Reduce -18.6% 128,075 $17.3M
Trexquant Investment LP 0.18% Add +6.9% 126,273 $17.2M
Hikari Tsushin, Inc. 1.14% No change 125,019 $17.0M
Cibc World Market Inc. 0.03% Reduce -2.5% 121,204 $16.5M
CIBC Private Wealth Group LLC 0.03% Reduce -32.6% 121,078 $16.5M
NewEdge Advisors, LLC 0.07% Add +3.2% 119,824 $16.3M
Rafferty Asset Management, LLC 0.05% Reduce -7.1% 119,261 $16.2M
Arizona State Retirement System 0.09% Reduce -0.1% 118,995 $16.2M
Bollard Group LLC 0.39% Add +4.6% 116,924 $15.9M
Cerity Partners LLC 0.03% Add +54.6% 116,022 $15.8M
Tortoise Capital Advisors, L.L.C. 0.20% Reduce -2.9% 115,703 $15.7M
Comerica Bank 0.06% Reduce -9.5% 115,244 $15.7M
Gabelli Funds LLC 0.11% Add +0.0% 114,900 $15.6M
Aventail Capital Group, LP 0.74% Reduce -58.0% 114,031 $15.5M
Kestra Advisory Services, LLC 0.07% Add +49.9% 111,707 $15.2M
State of Michigan Retirement System 0.07% Reduce -1.4% 109,312 $14.9M
Public Sector Pension Investment Board 0.05% No change 108,669 $14.8M
Voya Investment Management LLC 0.02% Reduce -16.1% 108,326 $14.7M
Verity & Verity, LLC 1.18% Add +2.0% 108,225 $14.7M
Kestra Private Wealth Services, LLC 0.19% Add +1.0% 107,788 $14.7M
Van Lanschot Kempen Investment Management N.V. 0.13% Reduce -7.9% 106,853 $14.5M
Steward Partners Investment Advisory, LLC 0.08% Reduce -2.1% 105,874 $14.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +19.4% 105,629 $14.4M
Cwm, LLC 0.04% Add +149.1% 105,117 $14.3M
Verition Fund Management LLC 0.08% Add +54.7% 103,027 $14.0M
Czech National Bank 0.10% Add +3.1% 102,640 $14.0M
MetLife Investment Management, LLC 0.07% Reduce -3.3% 101,706 $13.8M
Eldred Rock Partners, LLC 3.43% Add +12.1% 101,051 $13.7M
Cambridge Investment Research Advisors, Inc. 0.04% Add +3.2% 101,023 $13.7M
D.A. Davidson & Co. 0.09% Add +2.9% 99,819 $13.6M
Guggenheim Capital LLC 0.10% Add +11.8% 98,977 $13.5M
Oppenheimer Asset Management Inc. 0.15% Add +3.6% 97,472 $13.3M
GF Fund Management Co. LTD. 0.24% Reduce -7.9% 97,408 $13.2M
Associated Banc-Corp 0.35% Reduce -0.8% 97,406 $13.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -2.9% 97,045 $13.2M
Richard C. Young & CO., LTD. 1.21% Reduce -2.8% 95,538 $13.0M
Schwerin Boyle Capital Management Inc. 1.41% Reduce -2.5% 94,846 $12.9M
CCM Investment Advisers LLC 1.26% Add +4.4% 94,085 $12.8M
Mattern Capital Management, LLC 1.49% Reduce -1.2% 93,087 $12.7M
HUB Investment Partners, LLC 0.46% Reduce -11.0% 92,159 $12.5M
Pacific Heights Asset Management LLC 0.54% No change 90,000 $12.2M
Daiwa Securities Group Inc. 0.04% Add +13.0% 88,532 $12.0M
American Century Companies Inc. 0.01% Add +7.9% 87,370 $11.9M
Viking Fund Management LLC 1.43% Reduce -5.4% 87,000 $11.8M
Renaissance Technologies 0.02% New 86,950 $11.8M
Retirement Systems of Alabama 0.04% Reduce -1.4% 86,207 $11.7M
State of Tennessee, Department of Treasury 0.04% Add +15.6% 85,969 $11.7M
Daymark Wealth Partners, LLC 0.40% Add +1.3% 85,657 $11.7M
Mercer Global Advisors Inc. 0.02% Add +50.1% 85,587 $11.6M
Sanctuary Advisors, LLC 0.07% Reduce -14.3% 84,595 $11.5M
Skba Capital Management LLC 1.59% Add +0.1% 84,535 $11.5M
Hamilton Capital Partners Inc. 0.46% Add +2.4% 82,318 $11.2M
DNB Asset Management AS 0.04% Add +3.8% 82,048 $11.2M
ProShare Advisors LLC 0.02% Reduce -9.4% 80,675 $11.0M
Ensign Peak Advisors, Inc 0.02% Add +8.0% 80,334 $10.9M
Heritage Investors Management Corp. 0.32% Reduce -3.1% 79,866 $10.9M
Walleye Trading LLC 0.17% Add +46.9% 79,677 $10.8M
Venture Visionary Partners LLC 0.37% Add +13.8% 79,136 $10.8M
Illinois Municipal Retirement Fund 0.14% Add +10.4% 79,040 $10.8M
Marco Investment Management LLC 0.82% Add +1.3% 78,756 $10.7M
Amalgamated Bank 0.08% Reduce -2.1% 77,833 $10.6M
Advisory Services Network, LLC 0.15% Reduce -0.5% 76,431 $10.4M
River Road Asset Management, LLC 0.12% Add +36.4% 75,846 $10.3M
Bokf, NA 0.15% Add +3.3% 75,478 $10.3M
Gotham Asset Management 0.04% Reduce -38.8% 74,675 $10.2M
Aquatic Capital Management LLC 0.19% New 73,971 $10.1M
Visionary Wealth Advisors 0.47% Reduce -3.8% 73,610 $10.0M
Xponance LLC 0.08% Add +19.9% 73,424 $10.0M
Bryn Mawr Trust Advisors, LLC 0.50% Reduce -1.0% 73,403 $10.0M
Simmons Bank 0.66% Reduce -0.6% 73,143 $9.9M
Adell Harriman & Carpenter Inc. 0.60% Reduce -0.3% 72,950 $9.9M
Engineers Gate Manager LP 0.11% Reduce -45.2% 72,012 $9.8M
Calamos Advisors LLC 0.06% No change 71,944 $9.8M
Wealthfront Advisers LLC 0.02% Reduce -2.6% 71,331 $9.7M
Jones Financial Companies LLLP 0.01% Add +19.8% 67,596 $9.4M
IFM Investors Pty Ltd 0.08% Add +0.9% 66,720 $9.3M
Advisors Capital Management, LLC 0.12% Add +2.3% 67,687 $9.2M
Utah Retirement Systems 0.09% Reduce -0.5% 67,365 $9.2M
Osborne Partners Capital Management, LLC 0.46% Add +0.8% 67,312 $9.2M
Pathstone Holdings, LLC 0.03% Add +3.8% 66,748 $9.1M
Police & Firemen's Retirement System of New Jersey 0.07% Add +6.1% 65,605 $8.9M
Susquehanna International Group, LLP 0.01% Reduce -43.4% 65,463 $8.9M
AXA Investment Managers S.A. 0.02% — 64,816 $8.8M
Rodgers Brothers Inc. 1.08% Reduce -1.8% 64,713 $8.8M
Cambria Investment Management, L.P. 0.53% Reduce -6.4% 64,520 $8.8M
Kingsview Wealth Management, LLC 0.13% Add +50.4% 64,042 $8.7M
Teacher Retirement System of Texas 0.03% Reduce -11.9% 62,892 $8.6M
Foundation Resource Management Inc. 1.23% Reduce -0.1% 62,869 $8.6M
Arax Advisory Partners 0.12% Add +3530.7% 62,302 $8.5M
Brown Advisory Inc. 0.01% Add +2.5% 58,866 $8.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -8.7% 58,557 $8.0M
NorthCoast Asset Management LLC 0.03% Add +21.5% 58,403 $7.9M
Cypress Capital Group 0.95% Reduce -0.8% 58,327 $7.9M
Nordwand Advisors, LLC 1.26% Add +8.4% 58,186 $7.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +17.4% 57,958 $7.9M
Yousif Capital Management, LLC 0.08% Reduce -6.1% 57,655 $7.8M
CIBC Asset Management Inc 0.02% Reduce -0.0% 57,619 $7.8M
Swiss Life Asset Management Ltd 0.04% Add +16.5% 57,476 $7.8M
Oppenheimer & Co. Inc. 0.09% Add +57.4% 56,858 $7.7M
Telos Capital Management, Inc. 0.73% Add +5.2% 56,368 $7.7M
Vanguard Personalized Indexing Management, LLC 0.08% Add +6.2% 56,241 $7.7M
First Fiduciary Investment Counsel, Inc. 1.49% Reduce -1.0% 56,236 $7.6M
NEOS Investment Management LLC 0.06% Add +41.2% 56,059 $7.6M
TD Waterhouse Canada Inc. 0.05% Add +3.5% 56,433 $7.6M
CIBC Bancorp USA Inc. 0.05% — 55,874 $7.6M
USS Investment Management Ltd 0.04% No change 55,077 $7.5M
Bank of Nova Scotia 0.01% Add +11.1% 54,966 $7.5M
New York Life Investment Management LLC 0.07% Reduce -1.0% 54,910 $7.5M
J.W. Cole Advisors, Inc. 0.14% Add +2.5% 54,539 $7.4M
Strategic Planning Group, LLC 0.99% Add +38.0% 53,972 $7.3M
Spirit of America Management Corp. 1.46% Reduce -9.6% 53,486 $7.3M
Woodline Partners LP 0.03% Add +21.2% 53,410 $7.3M
MAI Capital Management 0.05% Add +11.5% 53,353 $7.3M
Advisors Asset Management, Inc. 0.12% Add +3.6% 52,979 $7.2M
NewSquare Capital LLC 0.48% Reduce -0.4% 51,921 $7.1M
Public Employees Retirement Association of Colorado 0.03% Reduce -5.4% 51,579 $7.0M
Nissay Asset Management Corp. /Japan 0.04% Add +1.0% 50,978 $6.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Reduce -16.6% 50,294 $6.8M
Mirador Capital Partners LP 0.97% Reduce -0.6% 50,067 $6.8M
RBF Capital, LLC 0.31% No change 50,000 $6.8M
Kornitzer Capital Management Inc. 0.14% Reduce -1.7% 49,949 $6.8M
Macquarie Group Ltd. 0.01% Reduce -43.8% 49,819 $6.8M
Navellier & Associates Inc. 0.67% Add +7.9% 48,888 $6.6M
Commerce Bank 0.04% Reduce -2.7% 48,270 $6.6M
Stablepoint Partners, LLC 1.03% Add +0.5% 47,879 $6.5M
Lido Advisors, LLC 0.03% Add +7.1% 47,769 $6.5M
Scissortail Wealth Management, LLC 1.42% Reduce -0.0% 47,731 $6.5M
AlTi Global, Inc. 0.15% Add +6.8% 47,653 $6.5M
Wesbanco Bank Inc. 0.18% Reduce -1.5% 47,151 $6.4M
Mackenzie Financial Corp. 0.01% Reduce -5.6% 46,847 $6.4M
AG2R La Mondiale Gestion D'actifs 0.32% No change 52,804 $6.3M
Leavell Investment Management, Inc. 0.27% Reduce -7.5% 46,233 $6.3M
Oregon Public Employees Retirement Fund 0.08% Add +31.3% 46,160 $6.3M
Salem Investment Counselors Inc. 0.18% Add +0.8% 46,041 $6.3M
Old National Bancorp 0.11% Add +1.9% 45,832 $6.2M
Pacer Advisors, Inc. 0.02% Reduce -97.6% 45,790 $6.2M
Stolper Co 1.88% Reduce -0.1% 45,568 $6.2M
Disciplined Investments, LLC 2.45% Reduce -0.6% 45,302 $6.2M
Schroder Investment Management Group 0.00% Reduce -9.9% 45,272 $6.2M
Atlantic Union Bankshares Corp 0.12% Reduce -2.4% 45,046 $6.1M
Level Four Advisory Services, LLC 0.21% Reduce -5.4% 45,038 $6.1M
Aptus Capital Advisors, LLC 0.06% Add +6.2% 44,868 $6.1M
Royal Fund Management, LLC 0.73% Reduce -9.8% 44,687 $6.1M
Mutual of America Capital Management LLC 0.06% Reduce -6.3% 43,798 $6.0M
Pinkerton Wealth, LLC 0.63% Add +8.5% 43,380 $5.9M
State of Alaska, Department of Revenue 0.06% Reduce -5.6% 43,325 $5.9M
King Luther Capital Management Corp. 0.02% Add +0.1% 42,542 $5.8M
Alley Investment Management Company, LLC 0.67% Reduce -25.8% 42,516 $5.8M
Canal Insurance CO 1.23% No change 42,500 $5.8M
HM Payson & Co. 0.08% Add +10.9% 42,464 $5.8M
Coldstream Capital Management Inc. 0.08% Add +0.1% 42,340 $5.8M
Sovereign Investment Advisors, LLC 1.56% No change 42,129 $5.7M
Trajan Wealth LLC 0.25% Add +0.3% 41,784 $5.7M
Fiera Capital Corp 0.02% New 41,651 $5.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +1.0% 41,584 $5.7M
Heritage Trust Co 0.60% Add +0.2% 41,516 $5.6M
Waverly Advisors, LLC 0.06% Reduce -13.8% 41,366 $5.6M
Rothschild Investment LLC 0.32% Add +5.5% 41,106 $5.6M
Arkadios Wealth Advisors 0.14% Reduce -4.3% 41,035 $5.6M
Dakota Wealth Management 0.11% Reduce -7.3% 40,707 $5.5M
Altrius Capital Management Inc 1.25% Add +1.9% 40,341 $5.5M
Texas Yale Capital Corp. 0.17% Add +0.9% 40,323 $5.5M
Compass Wealth Management LLC 1.22% Add +2.2% 40,052 $5.4M
Great Lakes Advisors, LLC 0.05% Reduce -83.0% 39,939 $5.4M
Man Group plc 0.01% New 39,730 $5.4M
Shorepoint Capital Partners LLC 1.07% — 39,657 $5.4M
Park Avenue Securities LLC 0.04% Reduce -15.9% 39,356 $5.4M
Alpha Omega Wealth Management LLC 0.89% Add +0.7% 39,315 $5.3M
Huntington National Bank 0.04% Add +2.6% 39,250 $5.3M
San Luis Wealth Advisors LLC 0.96% Reduce -8.3% 39,108 $5.3M
Montgomery Investment Management Inc. 1.87% Add +0.0% 38,997 $5.3M
Commerzbank Aktiengesellschaft 0.11% Add +29.6% 38,257 $5.2M
UniSuper Management Pty Ltd 0.03% Add +13.3% 38,102 $5.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.1% 37,854 $5.1M
Farmers & Merchants Investments Inc. 0.14% Add +0.1% 37,517 $5.1M
SevenBridge Financial Group, LLC 0.84% Add +9.3% 36,870 $5.1M
United Capital Financial Advisors, LLC 0.04% Add +2.9% 37,211 $5.1M
First Financial Bankshares Inc 0.10% Add +1723.7% 37,021 $5.0M
Quotient Wealth Partners, LLC 0.14% Reduce -7.0% 36,862 $5.0M
Ancora Advisors LLC 0.10% Reduce -0.2% 36,806 $5.0M
Colonial Trust Advisors 0.38% Reduce -8.7% 36,593 $5.0M
KBC Group NV 0.01% Add +3.5% 36,565 $5.0M
Nexpoint Asset Management, L.P. 0.44% No change 36,475 $5.0M
Parr McKnight Wealth Management Group, LLC 0.65% Reduce -0.8% 36,168 $4.9M
UMB Bank, n.a. 0.07% Add +0.1% 36,141 $4.9M
Gladstone Institutional Advisory LLC 0.19% Reduce -1.9% 35,378 $4.8M
Cary Street Partners Financial LLC 0.12% Reduce -1.7% 35,000 $4.8M
Prospera Financial Services Inc 0.08% Reduce -13.8% 34,787 $4.7M
Kenora Financial, LLC 1.60% Reduce -0.3% 34,757 $4.7M
Brady Family Wealth, LLC 1.46% Reduce -7.3% 34,753 $4.7M
Kesler, Norman & Wride, LLC 0.93% Reduce -0.3% 41,468 $4.7M
Generali Asset Management SPA SGR 0.10% Reduce -5.3% 34,641 $4.7M
Community Bank & Trust, Waco, Texas 0.96% Add +0.9% 34,261 $4.7M
Concurrent Investment Advisors, LLC 0.08% Add +10.7% 33,988 $4.6M
Sterling Capital Management LLC 0.07% Reduce -7.4% 33,939 $4.6M
Private Advisor Group, LLC 0.02% Reduce -4.5% 33,845 $4.6M
Opus Investment Management Inc. 2.85% No change 33,800 $4.6M
Arrowstreet Capital, Limited Partnership 0.00% New 33,734 $4.6M
Martin Capital Partners, LLC 1.78% Reduce -1.3% 33,727 $4.6M
Campbell & CO Investment Adviser LLC 0.34% Add +53.3% 33,565 $4.6M
Meyer Handelman Co. 0.14% Reduce -11.8% 33,272 $4.5M
HB Wealth Management, LLC 0.03% Add +7.5% 33,029 $4.5M
Independent Advisor Alliance 0.12% Add +7.4% 32,847 $4.5M
Nations Financial Group Inc, /Ia/ 0.28% Reduce -3.9% 32,804 $4.5M
Chatham Capital Group, Inc. 0.64% Reduce -3.8% 32,775 $4.5M
Composition Wealth, LLC 0.07% Add +3.3% 32,736 $4.5M
Franklin, Parlapiano, Turner & Welch, LLC 1.12% No change 32,517 $4.4M
Pinnacle Associates Ltd. 0.06% Add +0.0% 32,367 $4.4M
Stratos Investment Management, LLC 0.18% Add +2.0% 32,286 $4.4M
Fort Point Capital Partners LLC 0.55% Reduce -0.6% 32,013 $4.4M
Vontobel Holding Ltd. 0.01% Reduce -7.0% 32,007 $4.4M
Focus Partners Advisor Solutions, LLC 0.05% Add +164.6% 31,009 $4.3M
OP Asset Management Ltd 0.06% Reduce -26.1% 31,338 $4.3M
Praxis Investment Management Inc. 0.26% Add +23.1% 31,328 $4.3M
Benjamin Edwards Inc. 0.05% Add +1.1% 31,213 $4.2M
Glass Wealth Management Co LLC 1.89% Add +12.1% 31,099 $4.2M
Carnegie Investment Counsel 0.08% Add +13.4% 30,827 $4.2M
Colonial Trust Co / SC 0.56% Reduce -5.4% 30,798 $4.2M
Sequoia Financial Advisors, LLC 0.03% Add +1.9% 30,676 $4.2M
Virginia Wealth Management Group, Inc. 2.38% Add +1.9% 30,419 $4.1M
First American Bank 0.26% Add +0.3% 30,033 $4.1M
Ellerson Group Inc. 2.51% Add +0.8% 29,657 $4.0M
Wolverine Trading, LLC 0.08% Reduce -10.6% 28,946 $4.0M
Kintayl Capital LP 2.73% Reduce -16.6% 29,270 $4.0M
Mizuho Securities USA LLC 0.08% Add +4.5% 29,434 $3.9M
Voleon Capital Management LP 0.10% Add +69.9% 28,855 $3.9M
German American Bancorp, Inc. 0.35% Add +3.2% 28,752 $3.9M
Cardinal Capital Management 0.53% Add +1.0% 28,205 $3.8M
Metis Global Partners, LLC 0.09% Add +2.9% 28,136 $3.8M
Diversified Trust Co. 0.08% Add +562.8% 28,088 $3.8M
OneDigital Investment Advisors LLC 0.04% Reduce -0.9% 28,034 $3.8M
Beacon Financial Group 0.37% Reduce -5.8% 27,839 $3.8M
Sendero Wealth Management, LLC 0.44% Add +2.9% 27,567 $3.7M
Beacon Pointe Advisors, LLC 0.03% Add +0.0% 27,417 $3.7M
Bridgewater Associates 0.01% New 27,323 $3.7M
Orion Porfolio Solutions, LLC 0.03% Reduce -2.2% 27,271 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -35.7% 27,136 $3.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -31.6% 26,997 $3.7M
CENTRAL TRUST Co 0.08% Add +0.1% 26,850 $3.7M
Norinchukin Bank, The 0.05% Add +1.5% 26,749 $3.6M
Parsons Capital Management Inc. 0.20% Add +0.0% 26,370 $3.6M
Convergence Investment Partners, LLC 0.80% Add +114.3% 26,339 $3.6M
Principle Wealth Partners LLC 0.21% No change 26,204 $3.6M
Citizens National Bank Trust Department 0.64% Reduce -0.3% 26,187 $3.6M
DAVENPORT & Co LLC 0.02% Add +1.2% 25,991 $3.5M
Kentucky Retirement Systems 0.10% Reduce -3.2% 25,594 $3.5M
Ramirez Asset Management, Inc. 0.47% Add +10.8% 25,002 $3.4M
O'Keefe Stevens Advisory, Inc. 0.91% Add +2.3% 24,696 $3.4M
Baxter Bros Inc. 0.39% Reduce -5.4% 24,665 $3.4M
Johnson Investment Counsel Inc. 0.03% Reduce -2.0% 24,429 $3.3M
Caxton Associates LLP 0.09% New 24,128 $3.3M
Rockline Wealth Management, LLC 0.67% Add +3.7% 23,914 $3.3M
Merit Financial Group, LLC 0.03% Add +44.5% 23,820 $3.2M
First Manhattan Co. Llc. 0.01% Reduce -0.4% 23,754 $3.2M
Hartford Investment Management Co. 0.10% Reduce -3.7% 23,657 $3.2M
Choreo, LLC 0.04% Add +1.0% 23,644 $3.2M
GC Wealth Management RIA, LLC 0.11% Add +101.8% 23,590 $3.2M
Investment Management Corp of Ontario 0.05% Add +135.1% 23,513 $3.2M
Tocqueville Asset Management L.P. 0.05% Reduce -0.6% 23,246 $3.2M
Simplex Trading, LLC 0.07% New 23,082 $3.1M
Ameritas Investment Partners, Inc. 0.10% Reduce -4.2% 23,046 $3.1M
SteelPeak Wealth, LLC 0.11% Reduce -34.4% 23,029 $3.1M
Icon Advisers Inc. 0.69% New 23,000 $3.1M
NorthCrest Asset Manangement, LLC 0.07% Add +21.7% 23,586 $3.1M
Wedbush Securities Inc. 0.10% Add +44.8% 22,941 $3.1M
Catherine Avery Investment Management LLC 2.00% Add +3.1% 22,863 $3.1M
Community Bank, N.A. 0.37% Reduce -1.0% 22,407 $3.0M
Azzad Asset Management Inc. 0.30% Add +3.5% 22,188 $3.0M
Janus Henderson Group PLC 0.00% Reduce -15.7% 22,037 $3.0M
McDonald Partners LLC 0.89% Reduce -31.6% 21,943 $3.0M
Equitable Trust Co. 0.14% Add +3.4% 21,932 $3.0M
Exencial Wealth Advisors, LLC 0.10% Add +1.1% 21,823 $3.0M
Cheviot Value Management, LLC 0.31% Reduce -1.6% 22,135 $3.0M
Silvercrest Asset Management Group LLC 0.02% Reduce -6.2% 21,489 $2.9M
Riverview Capital Advisers, LLC 0.84% Add +1.1% 21,473 $2.9M
B. Metzler seel. Sohn & Co. AG 0.03% Add +0.8% 21,427 $2.9M
Americana Partners, LLC 0.09% Reduce -2.5% 21,414 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.10% Reduce -0.7% 21,295 $2.9M
Fifth Third Bancorp 0.01% Reduce -2.4% 21,290 $2.9M
Geneos Wealth Management Inc. 0.07% Reduce -3.6% 21,258 $2.9M
Louisiana State Employees Retirement System 0.05% Reduce -1.4% 21,200 $2.9M
Candriam S.C.A. 0.02% Reduce -14.0% 21,081 $2.9M
Summit Trail Advisors, LLC 0.04% Add +8.3% 20,980 $2.9M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -2.6% 20,939 $2.8M
DCM Advisors, LLC 1.20% Reduce -4.2% 20,935 $2.8M
Argyle Capital Management, LLC 0.98% No change 20,867 $2.8M
Midwest Trust Co 0.04% Reduce -0.5% 20,794 $2.8M
KMG Fiduciary Partners, LLC 0.19% Add +1.9% 20,758 $2.8M
Crossmark Global Holdings, Inc. 0.04% Add +0.4% 20,730 $2.8M
Mader & Shannon Wealth Management, Inc. 1.38% Add +1.7% 20,661 $2.8M
Somerset Trust Co 0.87% Add +0.8% 20,639 $2.8M
Gulf International Bank (UK) Ltd 0.09% Reduce -1.8% 20,530 $2.8M
Hilltop Holdings Inc. 0.15% Reduce -23.3% 20,458 $2.8M
First Nebraska Trust Co 0.25% Reduce -0.4% 20,418 $2.8M
Intrust Bank NA 0.23% Add +2.8% 20,390 $2.8M
Mitchell & Pahl Private Wealth, LLC 1.16% Reduce -0.6% 20,252 $2.8M
Maryland State Retirement & Pension System 0.06% Add +1.7% 20,151 $2.7M
New Age Alpha Advisors, LLC 0.11% Reduce -7.9% 19,976 $2.7M
Farther Finance Advisors, LLC 0.04% Add +35.8% 19,747 $2.7M
Brookstone Capital Management 0.03% Reduce -2.2% 19,688 $2.7M
SWS Partners 0.65% Add +5.4% 19,604 $2.7M
Becker Capital Management Inc. 0.08% Reduce -1.0% 19,555 $2.7M
Securian Asset Management, Inc. 0.07% Reduce -8.4% 19,516 $2.7M
Banque Cantonale Vaudoise 0.10% Reduce -2.2% 19,420 $2.6M
Cresset Asset Management, LLC 0.01% Add +4.7% 19,171 $2.6M
Argonautica Private Wealth Management, Inc. 0.75% Reduce -1.3% 18,978 $2.6M
Sonora Investment Management Group, LLC 0.18% Reduce -2.2% 18,861 $2.6M
Stratos Wealth Partners, LTD. 0.03% Add +5.9% 18,855 $2.6M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -1.3% 18,727 $2.5M
Cullen/Frost Bankers, Inc. 0.03% Reduce -28.7% 18,549 $2.5M
Patten & Patten Inc. 0.15% Reduce -0.3% 18,498 $2.5M
PFW Advisors LLC 0.74% Reduce -0.4% 18,488 $2.5M
Summit Financial, LLC 0.04% Reduce -0.7% 18,443 $2.5M
New Mexico Educational Retirement Board 0.08% Reduce -4.7% 18,428 $2.5M
Allworth Financial LP 0.01% Add +11.2% 18,414 $2.5M
Prime Capital Investment Advisors, LLC 0.03% Reduce -5.4% 18,352 $2.5M
City Holding Co. 0.31% Reduce -3.7% 18,243 $2.5M
Cherokee Insurance Co 1.06% No change 18,150 $2.5M
Procyon Advisors, LLC 0.15% Reduce -9.9% 18,059 $2.5M
Huntleigh Advisors, Inc. 0.42% Add +3.9% 17,991 $2.4M
Intech Investment Management LLC 0.02% Reduce -13.9% 17,961 $2.4M
Walleye Capital LLC 0.02% Add +243.1% 17,826 $2.4M
Caprock Group, LLC 0.06% — 17,895 $2.4M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -1.8% 17,729 $2.4M
Quantbot Technologies LP 0.07% Add +11.2% 17,699 $2.4M
Atria Investments, Inc 0.03% Reduce -16.7% 17,624 $2.4M
Munich Reinsurance Co Stock Corp in Munich 0.06% — 17,601 $2.4M
Regions Financial Corp. 0.02% Reduce -10.1% 17,469 $2.4M
XML Financial, LLC 0.19% Reduce -0.6% 17,441 $2.4M
Wilmington Savings Fund Society, FSB 0.06% Reduce -52.8% 17,437 $2.4M
International Assets Investment Management, LLC 0.19% No change 19,194 $2.4M
First National Bank of Omaha 0.15% Add +39.9% 17,330 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +4.2% 17,311 $2.4M
Mutual Advisors, LLC 0.05% Add +0.4% 17,321 $2.4M
DRW Securities, LLC 0.12% Reduce -0.0% 17,294 $2.4M
Clifford Swan Investment Counsel LLC 0.08% Reduce -0.0% 17,252 $2.3M
Vident Advisory, LLC 0.02% Add +6.8% 17,158 $2.3M
Savant Capital, LLC 0.01% Reduce -2.8% 17,130 $2.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.18% No change 17,120 $2.3M
First National Advisers, LLC 0.31% Add +49.3% 17,028 $2.3M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -3.7% 17,014 $2.3M
Wisconsin Capital Management LLC 1.18% Reduce -0.3% 16,980 $2.3M
Stock Yards Bank & Trust Co. 0.07% Reduce -10.3% 16,945 $2.3M
Synovus Financial Corp. 0.03% Reduce -5.1% 16,925 $2.3M
Cobblestone Capital Advisors LLC 0.11% Add +0.5% 16,926 $2.3M
Tiaa Trust, National Association 0.01% Reduce -2.9% 16,904 $2.3M
Auxier Asset Management LLC 0.32% Reduce -0.7% 16,878 $2.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +205.3% 16,783 $2.3M
Northside Capital Management, LLC 0.21% No change 16,725 $2.3M
LBP Am SA 0.03% Reduce -1.7% 16,690 $2.3M
Herold Advisors, Inc. 0.52% Add +6.7% 16,503 $2.2M
Bank Ozk 0.79% Add +11.5% 16,484 $2.2M
HBK Sorce Advisory LLC 0.06% Reduce -0.5% 17,289 $2.2M
Nomura Holdings Inc. 0.01% Add +43.6% 16,439 $2.2M
Profund Advisors LLC 0.07% Add +0.6% 16,401 $2.2M
Canada Post Corp Registered Pension Plan 0.10% Reduce -1.5% 14,885 $2.2M
Neville Rodie & Shaw Inc. 0.16% No change 16,203 $2.2M
Birch Financial Group, LLC 1.29% New 16,134 $2.2M
Private Management Group Inc. 0.07% No change 16,109 $2.2M
Keystone Wealth Services, LLC 0.47% Reduce -0.7% 16,008 $2.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -91.7% 15,998 $2.2M
Koshinski Asset Management, Inc. 0.15% Add +8.0% 15,958 $2.2M
Ethic Inc. 0.04% Add +18.8% 15,859 $2.2M
William B. Walkup & Associates, Inc. 1.15% Add +0.6% 15,761 $2.1M
PFG Investments, LLC 0.11% Reduce -1.3% 15,745 $2.1M
Mesirow Financial Investment Management, Inc. 0.04% Add +0.5% 15,658 $2.1M
OMERS ADMINISTRATION Corp 0.02% No change 15,652 $2.1M
Empirical Finance, LLC 0.10% Add +0.8% 15,651 $2.1M
TBH Global Asset Management, LLC 0.41% Reduce -0.2% 15,607 $2.1M
Caldwell Trust Co 0.20% Add +7.0% 15,607 $2.1M
Vise Technologies, Inc. 0.08% Reduce -11.2% 15,569 $2.1M
Mattern Wealth Management LLC 0.42% Reduce -2.4% 15,398 $2.1M
Great Lakes Retirement, Inc. 0.23% Add +15.8% 15,366 $2.1M
Independent Solutions Wealth Management, LLC 0.37% Reduce -4.0% 15,160 $2.1M
Wilkins Investment Counsel Inc. 0.29% Reduce -3.8% 15,118 $2.1M
River Wealth Advisors LLC 0.24% Reduce -5.6% 14,970 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Reduce -7.8% 14,890 $2.0M
Valeo Financial Advisors, LLC 0.05% Reduce -1.9% 14,874 $2.0M
GAMCO Investors 0.02% Reduce -12.1% 14,858 $2.0M
Jane Street Group, LLC 0.00% New 14,853 $2.0M
Avantax Planning Partners, Inc. 0.06% Reduce -10.2% 14,779 $2.0M
Burney Co./ 0.06% Add +0.4% 14,767 $2.0M
Alkeme Wealth, LLC 0.87% No change 14,725 $2.0M
Great Valley Advisor Group, Inc. 0.04% Add +0.5% 14,713 $2.0M
RMR Wealth Builders 0.17% Reduce -31.8% 14,710 $2.0M
Capital Advisors Inc. 0.03% Add +0.5% 14,706 $2.0M
Tidal Investments LLC 0.01% Reduce -23.4% 14,664 $2.0M
Integrated Wealth Concepts LLC 0.02% Add +23.3% 14,621 $2.0M
Curbstone Financial Management Corp 0.38% Add +0.3% 14,604 $2.0M
Jump Financial, LLC 0.03% New 14,545 $2.0M
Stephens Inc. 0.03% Reduce -0.3% 14,413 $2.0M
Allstate Corp. 0.04% New 14,381 $2.0M
Nkcfo LLC 0.59% New 14,325 $1.9M
Brevan Howard Capital Management LP 0.03% Reduce -62.4% 14,300 $1.9M
SouthState Bank Corp 0.09% Reduce -6.1% 14,241 $1.9M
Kovack Advisors, Inc. 0.18% Reduce -3.6% 14,225 $1.9M
NJ State Employees Deferred Compensation Plan 0.21% No change 14,200 $1.9M
Marion Wealth Management 0.46% Add +0.2% 14,172 $1.9M
Ashton Thomas Private Wealth, LLC 0.05% Add +26.1% 14,142 $1.9M
Krilogy Financial LLC 0.07% New 14,148 $1.9M
GAMMA Investing LLC 0.11% Add +12.5% 14,095 $1.9M
TD Private Client Wealth LLC 0.04% Reduce -37.1% 14,088 $1.9M
Haverford Trust Co 0.02% Reduce -0.6% 14,087 $1.9M
Segment Wealth Management, LLC 0.11% Add +0.7% 14,021 $1.9M
Apollon Wealth Management, LLC 0.03% Reduce -7.5% 13,990 $1.9M
YHB Investment Advisors, Inc. 0.14% Add +3.7% 13,968 $1.9M
First Interstate Bank 0.10% Add +619.2% 13,938 $1.9M
Counterweight Ventures, LLC 1.09% Add +9.5% 13,733 $1.9M
Logan Capital Management Inc. 0.08% No change 13,715 $1.9M
Harvest Portfolios Group Inc. 0.03% Reduce -6.1% 13,697 $1.9M
NFJ Investment Group, LLC 0.06% Reduce -1.0% 13,627 $1.9M
Everett Harris & Co. 0.02% Reduce -6.0% 13,620 $1.9M
Groupama Asset Managment 0.03% Reduce -35.1% 13,593 $1.8M
Nicholson Wealth Management Group, LLC 1.07% Add +2.8% 13,456 $1.8M
Equitable Holdings, Inc. 0.01% Add +0.1% 13,445 $1.8M
Private Capital Management, LLC 0.17% Add +0.0% 13,401 $1.8M
CWC Advisors, LLC. 0.89% Add +0.6% 13,351 $1.8M
Energy Income Partners, LLC 0.03% Reduce -3.4% 13,323 $1.8M
Paragon Capital Management LLC 0.87% Add +1.3% 13,292 $1.8M
Neo Ivy Capital Management 0.44% Reduce -41.0% 13,274 $1.8M
Balyasny Asset Management L.P. 0.00% Add +35.7% 13,247 $1.8M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -2.1% 13,228 $1.8M
iSAM Funds (UK) Ltd 0.37% New 13,214 $1.8M
Harbour Investment Management LLC 0.78% Reduce -7.5% 13,213 $1.8M
Gateway Investment Advisers LLC 0.02% Reduce -14.8% 13,155 $1.8M
RFG Advisory, LLC 0.04% Add +84.4% 12,963 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.9% 12,880 $1.8M
Quadrature Capital Ltd 0.02% Reduce -68.0% 12,866 $1.7M
Rowlandmiller & Partners.adv 0.34% Add +0.6% 12,768 $1.7M
QRG Capital Management, Inc. 0.02% Reduce -9.4% 12,721 $1.7M
Flavin Financial Services, Inc. 1.23% Add +21.4% 12,682 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.65% Reduce -6.0% 12,606 $1.7M
Ar Asset Management Inc. 0.37% No change 12,600 $1.7M
Tweedy, Browne Co LLC 0.15% Reduce -2.9% 12,502 $1.7M
Independent Financial Group, LLC 0.04% Add +1.3% 12,434 $1.7M
Bleakley Financial Group, LLC 0.04% Reduce -6.1% 12,397 $1.7M
Brighton Jones LLC 0.04% Add +112.2% 12,396 $1.7M
Hancock Whitney Corp. 0.03% Reduce -0.3% 12,364 $1.7M
Crescent Sterling, Ltd. 1.76% Reduce -4.9% 12,307 $1.7M
Vinva Investment Management Ltd 0.03% Reduce -1.3% 12,095 $1.7M
Carret Asset Management, LLC 0.16% Reduce -6.8% 12,225 $1.7M
IHT Wealth Management, LLC 0.04% Add +0.7% 12,042 $1.6M
Evercore Wealth Management, LLC 0.02% Reduce -8.3% 12,034 $1.6M
Cannell & Spears LLC 0.03% Reduce -5.8% 12,031 $1.6M
Pathway Financial Advisers, LLC 0.48% Add +0.5% 11,991 $1.6M
Sustainable Insight Capital Management, LLC 0.51% New 11,951 $1.6M
Meeder Advisory Services, Inc. 0.08% Add +11.8% 11,943 $1.6M
Lighthouse Investment Partners, LLC 0.06% New 11,933 $1.6M
Edgestream Partners, L.P. 0.05% Reduce -71.3% 11,893 $1.6M
Bessemer Group Inc. 0.00% Reduce -8.5% 11,882 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +34.6% 11,836 $1.6M
Williams Jones Wealth Management, LLC. 0.02% Add +1.7% 11,812 $1.6M
Dynamic Advisor Solutions LLC 0.05% Reduce -0.9% 11,810 $1.6M
World Investment Advisors 0.03% Add +4.8% 11,808 $1.6M
Clearstead Advisors, LLC 0.02% Reduce -20.7% 11,802 $1.6M
Jacobi Capital Management LLC 0.10% Add +1.6% 11,793 $1.6M
Fruth Investment Management 0.43% Reduce -4.5% 11,623 $1.6M
Red Cedar Investment Management, LLC 0.18% No change 11,596 $1.6M
Wedmont Private Capital 0.06% Add +4.0% 11,886 $1.6M
Shelton Capital Management 0.03% Reduce -0.7% 11,508 $1.6M
Moneta Group Investment Advisors LLC 0.01% Reduce -6.3% 11,493 $1.6M
Westwood Holdings Group Inc. 0.01% Add +40.8% 11,464 $1.6M
FourThought Financial Partners, LLC 0.14% Add +0.9% 11,378 $1.5M
Citizens Financial Group Inc. 0.02% Add +25.4% 11,364 $1.5M
Parcion Private Wealth LLC 0.10% Add +13.7% 11,358 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -1.4% 11,347 $1.5M
Boyd Watterson Asset Management LLC 0.46% Add +0.3% 11,340 $1.5M
Donoghue Forlines LLC 0.47% Reduce -7.1% 11,316 $1.5M
Bangor Savings Bank 0.13% Reduce -0.1% 11,265 $1.5M
Elevation Point Wealth Partners, LLC 0.11% Add +398.1% 11,231 $1.5M
Chicago Partners Investment Group LLC 0.04% Add +42.1% 11,375 $1.5M
Infrastructure Capital Advisors, LLC 0.27% Reduce -68.4% 11,167 $1.5M
Wahed Invest LLC 0.21% Add +0.6% 11,151 $1.5M
Sowell Financial Services LLC 0.06% Reduce -8.8% 11,105 $1.5M
Snowden Capital Advisors LLC 0.04% Reduce -7.6% 11,014 $1.5M
Columbia Bank 0.42% Add +3.4% 11,552 $1.5M
Horizon Investments, LLC 0.02% Add +24.5% 10,942 $1.5M
Mufg Securities Americas Inc. 0.10% Add +20.7% 10,898 $1.5M
Squarepoint Ops LLC 0.00% Reduce -23.5% 10,779 $1.5M
Legacy Financial Advisors, Inc. 0.20% Add +19.7% 10,772 $1.5M
Hilltop National Bank 0.36% Add +8.6% 10,751 $1.5M
DT Investment Partners, LLC 0.12% Reduce -52.5% 10,736 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -4.4% 10,728 $1.5M
AE Wealth Management LLC 0.01% Add +0.4% 10,676 $1.5M
CFM Wealth Partners LLC 0.21% Add +0.1% 10,617 $1.4M
Lokken Investment Group LLC 0.50% Add +3.6% 10,604 $1.4M
Bragg Financial Advisors, Inc 0.05% Reduce -5.3% 10,518 $1.4M
Alpine Woods Capital Investors, LLC 0.33% Add +17.9% 10,500 $1.4M
Alta Capital Management LLC/ 0.08% Reduce -1.5% 10,401 $1.4M
Pallas Capital Advisors LLC 0.05% Add +101.0% 10,388 $1.4M
SG Americas Securities, LLC 0.01% Reduce -93.1% 10,289 $1.4M
Tower Bridge Advisors 0.14% Reduce -0.0% 10,248 $1.4M
Verdence Capital Advisors LLC 0.08% Add +26.7% 10,251 $1.4M
Moors & Cabot, Inc. 0.06% Reduce -1.7% 10,166 $1.4M
Foundations Investment Advisors, LLC 0.02% Add +27.7% 10,125 $1.4M
Smith Group Asset Management, LLC 0.08% Add +0.3% 10,111 $1.4M
Monetta Financial Services Inc. 0.96% New 10,100 $1.4M
Redwood Investment Management, LLC 0.15% Reduce -31.4% 10,062 $1.4M
Parallel Advisors, LLC 0.03% Add +3.0% 10,059 $1.4M
Delta Financial Advisors LLC 0.39% Add +17.3% 10,035 $1.4M
Smith, Moore & Co. 0.10% Reduce -0.4% 9,968 $1.4M
Wealthcare Advisory Partners LLC 0.03% Reduce -0.3% 9,852 $1.3M
First Merchants Corp. 0.05% Reduce -18.1% 9,840 $1.3M
Jeppson Wealth Management, LLC 0.43% Reduce -4.4% 9,819 $1.3M
Harfst & Associates, Inc. 0.25% Add +1.5% 9,812 $1.3M
Townsquare Capital LLC 0.20% Reduce -17.2% 9,782 $1.3M
Inscription Capital, LLC 0.14% Add +14.4% 9,722 $1.3M
Sigma Planning Corp 0.04% Reduce -9.6% 9,659 $1.3M
Cullinan Associates Inc. 0.09% No change 9,639 $1.3M
Manning & Napier Advisors LLC 0.02% Reduce -78.9% 9,582 $1.3M
NorthRock Partners, LLC 0.02% Add +41.0% 9,522 $1.3M
Principal Securities, Inc. 0.02% Reduce -19.5% 9,489 $1.3M
Clearbridge Investments, LLC 0.00% Reduce -71.2% 9,452 $1.3M
Intrua Financial, LLC 0.15% Add +0.9% 9,389 $1.3M
Fisher Asset Management 0.00% Add +21.5% 9,381 $1.3M
Adirondack Trust Co. 0.43% Reduce -0.5% 9,382 $1.3M
Forum Financial Management, LP 0.02% Add +12.4% 9,377 $1.3M
Beacon Investment Advisors LLC 0.52% Add +0.2% 9,341 $1.3M
Mgo One Seven LLC 0.03% Add +34.8% 9,335 $1.3M
Quadrant Capital Group LLC 0.04% Add +0.0% 9,277 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Reduce -4.0% 9,277 $1.3M
Poehling Capital Management, INC. 0.26% Reduce -1.6% 9,260 $1.3M
Pavion Blue Capital, LLC 0.53% Reduce -1.1% 9,206 $1.3M
Greenleaf Trust 0.01% Reduce -7.5% 9,195 $1.3M
Patten Group, Inc. 0.24% Add +19.6% 9,133 $1.2M
Virtue Asset Management LLC 1.04% — 9,126 $1.2M
Lee Danner & Bass Inc. 0.09% No change 9,038 $1.2M
Wimmer Associates 1, LLC 0.59% Reduce -1.6% 9,030 $1.2M
Ingalls & Snyder LLC 0.04% No change 9,012 $1.2M
BTG Pactual Asset Management US LLC 0.15% New 9,011 $1.2M
Global Retirement Partners, LLC 0.03% Reduce -13.8% 8,889 $1.2M
Avior Wealth Management, LLC 0.04% Add +0.7% 8,869 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -14.2% 8,844 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -15.6% 8,838 $1.2M
Guyasuta Investment Advisors Inc. 0.07% Add +0.2% 8,836 $1.2M
Stevens Capital Management LP 0.16% New 8,833 $1.2M
Icon Wealth Advisors, LLC 0.08% Reduce -29.2% 8,816 $1.2M
Lowe Brockenbrough & Co. Inc. 0.06% Reduce -1.0% 8,812 $1.2M
Florida Trust Wealth Management Co 0.03% Add +3.1% 8,765 $1.2M
Signaturefd, LLC 0.02% Add +0.9% 8,709 $1.2M
Mystic Asset Management, Inc. 0.26% Add +1.9% 8,543 $1.2M
Fiduciary Trust Co 0.01% Reduce -1.5% 8,473 $1.2M
Capital Advisors Wealth Management, LLC 0.16% Add +1.5% 8,444 $1.1M
Argent Trust Co 0.04% Reduce -0.9% 8,424 $1.1M
Oak Hill Wealth Advisors, LLC 0.21% No change 8,405 $1.1M
Moneco Advisors, LLC 0.10% Reduce -0.6% 8,389 $1.1M
Thoroughbred Financial Services, LLC 0.07% Reduce -1.0% 8,391 $1.1M
Impact Capital Partners LLC 0.34% Add +10.2% 8,323 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -0.2% 8,323 $1.1M
IFP Advisors, Inc 0.03% Add +7.0% 8,293 $1.1M
Naviter Wealth, LLC 0.13% Add +0.2% 8,270 $1.1M
JBR Co Financial Management Inc 0.47% Add +0.3% 8,248 $1.1M
Glenview Trust Co 0.02% Reduce -8.0% 8,235 $1.1M
Wealth Alliance Advisory Group, LLC 0.20% Reduce -8.3% 8,201 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.18% Add +0.2% 8,342 $1.1M
Stegent Equity Advisors, Inc. 0.90% Reduce -0.3% 8,157 $1.1M
Annis Gardner Whiting Capital Advisors, LLC 0.23% Add +2199.2% 8,139 $1.1M
AA Financial Advisors, LLC 0.22% Add +16.9% 8,104 $1.1M
Cidel Asset Management Inc. 0.06% Add +5.1% 8,103 $1.1M
EverSource Wealth Advisors, LLC 0.04% Add +17.9% 8,088 $1.1M
Creekmur Asset Management LLC 0.18% Add +6.8% 8,085 $1.1M
Barry Investment Advisors, LLC 0.25% Reduce -1.3% 8,072 $1.1M
First National Bank of Mount Dora, Trust Investment Services 0.24% Reduce -3.7% 8,068 $1.1M
Fifth Third Wealth Advisors LLC 0.04% Add +17.8% 8,062 $1.1M
Resources Management Corp. /CT/ 0.14% Reduce -21.8% 8,033 $1.1M
Vestmark Advisory Solutions, Inc. 0.02% Add +263.4% 8,030 $1.1M
Searle & Co. 0.29% No change 8,017 $1.1M
BWM Planning, LLC 0.32% No change 7,929 $1.1M
Regal Investment Advisors LLC 0.07% Add +5.6% 7,910 $1.1M
Westmount Partners, LLC 0.28% Add +0.0% 7,941 $1.1M
Cerro Pacific Wealth Advisors LLC 0.29% Reduce -2.2% 7,851 $1.1M
SCS Capital Management LLC 0.01% Reduce -22.4% 7,847 $1.1M
Cowa, LLC 0.38% No change 7,835 $1.1M
Navalign, LLC 0.28% Add +4.1% 7,829 $1.1M
Arvest Bank Trust Division 0.06% Reduce -1.0% 7,816 $1.1M
Van Hulzen Asset Management, LLC 0.08% Add +0.9% 7,814 $1.1M
Diversify Advisory Services, LLC 0.04% Add +0.6% 7,658 $1.1M
Flagship Harbor Advisors, LLC 0.05% Reduce -3.4% 7,750 $1.1M
Lebenthal Global Advisors, LLC 0.18% Add +6.5% 7,748 $1.1M
MUFG Securities EMEA plc 0.03% Add +542.4% 7,735 $1.1M
Raiffeisen Bank International AG 0.01% Add +74.8% 7,641 $1.1M
Quantitative Investment Management, LLC 0.15% Reduce -70.5% 7,718 $1.0M
ArrowMark Colorado Holdings LLC 0.02% No change 7,700 $1.0M
Vanguard Capital Wealth Advisors 0.84% Add +52.5% 7,695 $1.0M
Eagle Global Advisors LLC 0.04% No change 7,629 $1.0M
Bull Street Advisors, LLC 0.48% No change 7,606 $1.0M
Wealthspire Advisors, LLC 0.01% Reduce -9.7% 7,586 $1.0M
Vestcor Inc 0.03% Reduce -14.8% 7,544 $1.0M
Fiduciary Group, LLC 0.09% No change 7,454 $1.0M
Cornerstone Wealth Management, LLC 0.05% Add +4.9% 7,312 $995K
Country Club Bank 0.06% Reduce -1.9% 7,222 $994K
Exchange Traded Concepts, LLC 0.01% Add +35.4% 7,276 $990K
Inceptionr LLC 0.24% New 7,271 $989K
Institute for Wealth Management, LLC. 0.10% Reduce -1.5% 7,260 $988K
Cornerstone Advisors, LLC 0.03% Reduce -18.2% 7,200 $979K
Integrated Advisors Network LLC 0.04% Add +19.6% 7,152 $973K
Godshalk Welsh Capital Management, Inc. 0.56% No change 7,125 $969K
Welch & Forbes LLC 0.01% Add +1.1% 7,123 $969K
Klingman & Associates, LLC 0.05% New 7,106 $967K
Corsicana & Co. 0.54% — 7,102 $966K
Nicolet Advisory Services, LLC 0.07% Add +0.6% 7,237 $958K
VCI Wealth Management LLC 0.29% New 7,027 $956K
Peapack Gladstone Financial Corp. 0.01% Add +0.3% 7,017 $955K
Strategic Advisors LLC 0.15% Add +0.1% 7,009 $953K
Carlson Capital, L.P. 0.54% No change 7,000 $952K
Tema ETFs LLC 0.08% New 6,911 $940K
Mather Group, Llc. 0.01% Reduce -0.9% 6,911 $940K
HighPoint Advisor Group LLC 0.04% Reduce -9.5% 6,884 $936K
Cladis Investment Advisory, LLC 0.54% Add +0.0% 6,878 $936K
Bradley Foster & Sargent Inc. 0.01% Reduce -2.8% 6,864 $934K
Boston Trust Walden Corp 0.01% No change 6,860 $933K
Bridge Creek Capital Management LLC 0.26% Reduce -2.4% 6,856 $933K
WealthTrust Axiom LLC 0.25% Reduce -5.2% 6,848 $931K
Hunter Associates Investment Management LLC 0.13% Reduce -2.2% 6,777 $921K
Tower Research Capital LLC (TRC) 0.03% Reduce -30.2% 6,765 $920K
First National Trust Co 0.03% Reduce -5.1% 6,740 $917K
Axxcess Wealth Management, LLC 0.02% Reduce -2.4% 6,712 $913K
Heritage Wealth Management, Inc. 0.27% No change 6,711 $913K
Amova Asset Management Americas, Inc. 0.01% Add +10.8% 6,704 $912K
CHICAGO TRUST Co NA 0.13% Add +58.7% 6,697 $911K
Retirement Investment Advisors, Inc. 0.08% No change 6,687 $910K
Ostrum Asset Management 0.04% Reduce -28.7% 6,676 $908K
Fairfield, Bush & Co. 0.47% Reduce -11.9% 6,666 $907K
StoneX Group Inc. 0.04% Reduce -2.5% 6,658 $906K
Garrett Wealth Advisory Group, LLC 0.18% No change 6,658 $906K
Mairs & Power Inc. 0.01% Reduce -0.2% 6,643 $904K
Confluence Wealth Services, Inc. 0.04% No change 6,609 $899K
Baker Ellis Asset Management LLC 0.11% Reduce -6.9% 6,594 $897K
America First Investment Advisors, LLC 0.17% No change 6,580 $895K
Aviance Capital Partners, LLC 0.11% Add +0.1% 6,573 $894K
Csenge Advisory Group 0.04% Add +15.1% 6,552 $891K
Retirement Planning Co of New England, Inc. 0.36% Reduce -1.1% 6,516 $886K
Miller Investment Management, LP 0.09% No change 6,500 $884K
Probity Advisors, Inc. 0.14% Add +4.8% 6,488 $882K
Beese Fulmer Investment Management, Inc. 0.06% Add +0.1% 6,462 $879K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -45.1% 6,451 $877K
MCF Advisors LLC 0.05% Reduce -5.8% 6,408 $872K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +114.6% 6,394 $870K
Atom Investors LP 0.07% New 6,377 $867K
Penobscot Investment Management Company, Inc. 0.07% No change 6,374 $867K
Peoples Bank 0.53% Add +0.2% 6,299 $857K
Private Trust Co. NA 0.08% Reduce -4.4% 6,298 $857K
Curi Capital, LLC 0.02% Add +0.3% 6,266 $852K
American Financial Group Inc. 0.34% No change 6,250 $850K
Savvy Advisors, Inc. 0.04% Add +35.5% 6,232 $848K
1ST Source Bank 0.04% Reduce -0.5% 6,221 $846K
Prudential PLC 0.01% Reduce -41.3% 6,219 $846K
Sunbelt Securities, Inc. 0.06% Add +37.9% 6,217 $846K
Allen Capital Group, LLC 0.08% Add +0.2% 6,213 $845K
South Street Advisors LLC 0.11% Add +3.3% 6,200 $843K
Compound Planning, Inc. 0.03% Add +12.4% 6,187 $841K
Ausdal Financial Partners, Inc. 0.04% Add +5.5% 6,164 $839K
Valmark Advisers, Inc. 0.01% Reduce -3.0% 6,163 $838K
Heck Capital Advisors, LLC 0.06% Add +1.2% 6,124 $833K
Wealth Advisory Solutions, LLC 0.20% Reduce -0.7% 6,069 $826K
Mission Wealth Management, LP 0.02% Add +0.5% 6,050 $823K
Symphony Financial, Ltd. Co. 0.10% Add +15.4% 6,049 $819K
Strategic Financial Services, Inc. 0.04% Add +0.0% 5,997 $816K
Perigon Wealth Management, LLC 0.02% Add +61.0% 5,994 $815K
AlphaCore Capital LLC 0.03% Add +24.8% 5,967 $812K
Fiduciary Alliance LLC 0.05% Reduce -10.2% 5,957 $810K
Matthew Goff Investment Advisor, LLC 0.14% No change 5,938 $808K
Philip James Wealth Mangement, LLC 0.10% Reduce -6.3% 5,926 $806K
Group One Trading LLC 0.02% Add +366.1% 5,906 $803K
EPG Wealth Management LLC 0.22% Add +7.9% 5,885 $801K
Siemens Fonds Invest GmbH 0.04% Reduce -36.0% 5,871 $799K
Sagespring Wealth Partners, LLC 0.02% Add +2.1% 5,852 $796K
Keynote Financial Services LLC 0.48% No change 5,825 $792K
Financiere des Professionnels - Fonds d'investissement inc. 0.05% New 5,792 $788K
Coastal Bridge Advisors, LLC 0.06% Reduce -14.6% 5,779 $786K
XTX Topco Ltd 0.04% New 5,769 $785K
Certuity, LLC 0.05% Reduce -0.9% 5,756 $783K
Danske Bank A/S 0.00% No change 5,739 $781K
Westbourne Investment Advisors, Inc. 0.22% Reduce -0.3% 5,726 $779K
FRG Family Wealth Advisors LLC 0.12% No change 5,703 $776K
First National Bank & Trust Co. of Newtown 0.15% No change 5,678 $772K
Tyche Wealth Partners LLC 0.14% Reduce -7.0% 5,663 $770K
Premier Path Wealth Partners, LLC 0.10% Add +12.7% 5,658 $770K
Pinnacle Financial Partners Inc 0.02% Reduce -17.2% 5,648 $768K
Drucker Wealth 3.0, LLC 0.14% Add +72.3% 5,642 $767K
Roehl & Yi Investment Advisors, LLC 0.33% Reduce -2.8% 5,616 $764K
Abundance Wealth Counselors 0.13% Add +2.6% 5,608 $763K
Whitener Capital Management, Inc. 0.18% Add +1.1% 5,594 $761K
Machina Capital S.A.S. 0.13% Reduce -72.5% 5,564 $757K
LVZ, Inc. 0.09% Reduce -1.4% 5,563 $757K
Caerus Investment Advisors, LLC 0.31% New 5,534 $753K
Essex Financial Services, Inc. 0.04% Add +1.0% 5,521 $751K
Norden Group LLC 0.08% Add +4.0% 5,517 $750K
Bridges Investment Management Inc. 0.01% Add +22.7% 5,467 $744K
Petros Family Wealth, LLC 0.62% Add +8.2% 5,451 $741K
Endeavor Private Wealth, Inc. 0.23% Add +4.0% 5,448 $741K
Tred Avon Family Wealth, LLC 0.25% — 5,414 $736K
Montecito Bank & Trust 0.11% — 5,402 $735K
Doheny Asset Management 0.46% No change 5,379 $732K
Essex Bank 0.16% Reduce -0.3% 5,373 $731K
CI Investments Inc. 0.00% Reduce -73.7% 5,368 $730K
Davis Investment Partners, LLC 0.25% Reduce -8.6% 5,421 $730K
Everpar Advisors LLC 0.29% Add +0.2% 5,357 $729K
Pine Valley Investments Ltd Liability Co 0.04% No change 5,348 $727K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -1.2% 5,465 $727K
Westhampton Capital, LLC 0.35% No change 5,340 $726K
Basepoint Wealth LLC 0.51% Reduce -0.5% 5,303 $721K
Trust Co. of Toledo NA 0.07% Reduce -1.4% 5,285 $719K
Weatherly Asset Management L. P. 0.06% Reduce -1.6% 5,281 $718K
Valley Brook Capital Group, Inc. 0.48% Reduce -8.2% 5,276 $718K
Bank of Hawaii 0.04% Reduce -12.2% 5,275 $718K
FORA Capital, LLC 0.13% New 5,238 $712K
Joel Isaacson & Co., LLC 0.03% Add +62.2% 5,217 $710K
5T Wealth, LLC 0.31% Add +1.1% 5,203 $708K
Atlas Legacy Advisors, LLC 0.14% Add +11.7% 5,197 $707K
Volterra Technologies LP 0.47% New 5,191 $706K
Baring Financial LLC 0.48% Reduce -1.9% 5,184 $705K
Syon Capital LLC 0.04% Add +34.2% 5,153 $701K
Checchi Capital Advisers, LLC 0.05% Reduce -8.5% 5,142 $699K
Simplicity Wealth,LLC 0.04% Add +14.3% 5,125 $697K
Old North State Trust, LLC 0.42% Add +7.4% 5,112 $695K
Linscomb Wealth, Inc. 0.03% Add +0.1% 5,096 $693K
CFS Investment Advisory Services, LLC 0.05% Add +4.5% 5,135 $693K
Cornerstone Wealth Group, LLC 0.05% Add +0.2% 5,091 $692K
Rathbones Group PLC 0.00% Reduce -12.1% 5,085 $692K
Worth Financial Advisory Group, LLC 0.39% Reduce -0.4% 5,084 $691K
Callan Family Office, LLC 0.02% Reduce -3.8% 5,072 $690K
Purkiss Capital Advisors LLC 0.33% Add +19.4% 5,072 $690K
Tradewinds, LLC. 0.17% New 5,063 $689K
Rexford Capital Inc. 0.53% Reduce -1.8% 5,057 $688K
Aaron Wealth Advisors LLC 0.04% Add +34.6% 5,056 $688K
Rosenberg Matthew Hamilton 0.15% No change 5,047 $686K
Venturi Wealth Management, LLC 0.03% Add +1.8% 5,037 $685K
Augustine Asset Management Inc. 0.14% No change 5,013 $682K
Moment Partners, LLC 0.12% Add +1.0% 5,009 $681K
Quinn Opportunity Partners LLC 0.05% No change 5,000 $680K
Hennessy Advisors Inc. 0.02% No change 5,000 $680K
Ceeto Capital Group, LLC 0.20% No change 5,000 $680K
LRT Capital Management, LLC 0.45% Reduce -77.4% 4,986 $678K
Jackson Hole Capital Partners, LLC 0.12% Add +2.1% 4,981 $678K
Garrison Point Advisors, LLC 0.28% No change 4,980 $677K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -15.8% 4,966 $675K
Evergreen Capital Management LLC 0.02% Add +10.6% 4,958 $674K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Reduce -9.6% 4,948 $673K
Transcend Capital Advisors, LLC 0.05% Add +89.2% 4,938 $672K
FAS Wealth Partners, Inc. 0.04% Reduce -0.1% 4,879 $664K
J. Safra Sarasin Holding AG 0.01% Add +13.1% 4,875 $663K
Armor Investment Advisors, LLC 0.21% Add +1.6% 4,855 $660K
Dearborn Partners LLC 0.03% Add +7.4% 4,815 $655K
Investors Research Corp 0.12% No change 4,776 $650K
Nvwm, LLC 0.14% Add +3.9% 4,725 $643K
Pinnacle Wealth Planning Services, Inc. 0.08% Reduce -0.2% 4,721 $642K
Nippon Life Global Investors Americas, Inc. 0.03% Reduce -22.8% 4,700 $639K
Autumn Glory Partners, LLC 0.26% No change 4,690 $638K
AMG National Trust Bank 0.02% No change 4,682 $637K
Everhart Financial Group, Inc. 0.06% Add +36.9% 4,648 $632K
KCM Investment Advisors LLC 0.02% Add +1.6% 4,636 $631K
Annex Advisory Services, LLC 0.01% Reduce -23.5% 4,613 $628K
Bar Harbor Wealth Management 0.04% Reduce -2.7% 4,612 $627K
EntryPoint Capital, LLC 0.24% New 4,595 $625K
LVM Capital Management Ltd. 0.06% Reduce -1.1% 4,595 $625K
Fidelis Capital Partners, LLC 0.05% Add +43.4% 4,566 $621K
Trust Co. of Vermont 0.03% No change 4,562 $621K
Advisor OS, LLC 0.05% Reduce -3.5% 4,559 $620K
Connecticut Wealth Management, LLC 0.03% No change 4,530 $616K
AlphaQuest LLC 0.04% Add +0.5% 4,523 $615K
WP Advisors, LLC 0.16% Add +0.8% 4,507 $613K
Merrion Investment Management Co, LLC 0.35% No change 4,500 $612K
Guardian Wealth Management, Inc. 0.36% Reduce -1.4% 4,482 $610K
Arkfeld Wealth Strategies, L.L.C. 0.22% Add +0.6% 4,578 $609K
Veracity Capital LLC 0.20% Reduce -4.6% 4,461 $607K
Randall & Associates Wealth Management 0.44% Reduce -2.5% 4,448 $605K
Net Worth Advisory Group 0.17% Reduce -14.3% 4,441 $604K
Modern Wealth Management, LLC 0.01% Reduce -0.7% 4,437 $603K
Peregrine Asset Advisers, Inc. 0.18% No change 4,430 $603K
Whalerock Point Partners, LLC 0.12% Add +18.2% 4,420 $601K
Whittier Trust Co. 0.01% Add +4.5% 4,516 $601K
Palisade Asset Management, LLC 0.06% Reduce -0.3% 4,388 $597K
Evoke Wealth, LLC 0.01% Add +19.9% 4,387 $597K
Focus Financial Network, Inc. 0.02% Add +0.0% 4,387 $597K
Rwa Wealth Partners, LLC 0.01% Add +26.0% 4,342 $591K
Patron Partners, LLC 0.27% Add +10.8% 4,342 $591K
Islay Capital Management, LLC 0.34% Reduce -6.5% 4,335 $590K
Richwood Investment Advisors, LLC 0.46% No change 4,310 $586K
Gryphon Financial Partners LLC 0.07% Add +0.4% 4,307 $586K
Martingale Asset Management L P 0.01% Reduce -32.8% 4,303 $585K
Headlands Technologies LLC 0.05% New 4,300 $585K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +1.9% 4,297 $584K
Argyle Capital Partners, LLC 0.42% Reduce -0.3% 4,283 $583K
FineMark National Bank & Trust 0.02% Reduce -1.5% 4,262 $580K
Johnson & White Wealth Management, LLC 0.26% Add +0.0% 4,235 $576K
Nilsine Partners, LLC 0.05% Add +13.6% 4,215 $573K
Lincoln Capital LLC 0.11% Reduce -4.3% 4,292 $571K
CX Institutional 0.02% Add +37.6% 4,192 $570K
Sage Mountain Advisors LLC 0.03% Add +94.8% 4,181 $569K
Empire Financial Management Company, LLC 0.13% Reduce -0.9% 4,176 $568K
Means Investment Co., Inc. 0.05% Reduce -3.9% 4,169 $567K
Gratus Wealth Advisors, LLC 0.08% Add +6.7% 4,153 $565K
QTR Family Wealth, LLC 0.27% Add +56.7% 4,146 $564K
Mill Capital Management, LLC 0.04% No change 4,144 $564K
Aull & Monroe Investment Management Corp 0.29% Reduce -3.5% 4,137 $563K
SAM Advisors, LLC 0.18% No change 4,136 $563K
Burford Brothers, Inc. 0.24% Add +1.0% 4,121 $561K
Denali Advisors LLC 0.06% New 4,118 $560K
Virtu Financial LLC 0.03% New 4,120 $560K
Angeles Wealth Management, LLC 0.03% Add +2.6% 4,115 $560K
Freestone Capital Holdings, LLC 0.02% Add +9.1% 4,114 $560K
Modera Wealth Management, LLC 0.01% Reduce -3.1% 4,112 $559K
Brooklyn Investment Group 0.08% Reduce -2.4% 4,690 $559K
Western Wealth Management, LLC 0.03% Add +0.2% 4,100 $558K
Capital Investment Advisors, LLC 0.01% Reduce -9.5% 4,097 $557K
Harbour Investments, Inc. 0.01% Add +10.0% 4,084 $555K
Peoples Financial Services Corp. 0.25% No change 4,075 $554K
Biltmore Wealth Management, LLC 0.21% Add +12.7% 4,073 $554K
Marathon Strategic Advisors, LLC 0.44% New 4,059 $552K
1248 Management, LLC 0.31% No change 4,046 $550K
GWN Securities Inc. 0.13% Reduce -36.0% 3,980 $548K
CreativeOne Wealth, LLC 0.01% Reduce -3.6% 4,011 $546K
Sivia Capital Partners, LLC 0.15% New 4,008 $545K
Atticus Wealth Management, LLC 0.14% Add +60.9% 4,007 $545K
Oakland Financial Corp. 9.28% No change 4,000 $544K
Cigna Investments Inc. 0.08% No change 4,001 $544K
Abner Herrman & Brock LLC 0.06% New 4,000 $544K
Syntegra Private Wealth Group, LLC 0.05% Add +1.1% 3,992 $543K
Excalibur Management Corp. 0.20% Add +0.4% 3,979 $541K
Demars Financial Group, LLC 0.19% Reduce -10.4% 3,970 $540K
Versant Capital Management, Inc 0.07% Add +90.0% 3,953 $538K
Fulton Bank, N.A. 0.02% Reduce -6.6% 3,951 $537K
Campion Asset Management 0.38% Reduce -1.6% 3,950 $537K
Crawford Investment Counsel Inc. 0.01% Add +9.8% 3,927 $534K
Drive Wealth Management, LLC 0.11% Reduce -6.1% 3,925 $534K
Frank, Rimerman Advisors LLC 0.03% Add +1.2% 3,923 $534K
GW Henssler & Associates Ltd. 0.03% Reduce -1.3% 3,920 $533K
Southland Equity Partners LLC 0.11% Add +2.3% 3,909 $532K
Smartleaf Asset Management LLC 0.03% Add +75.4% 3,858 $531K
Smart Portfolios, LLC 0.51% Reduce -4.1% 3,900 $530K
PDS Planning, Inc 0.04% Reduce -1.1% 3,880 $528K
Vaughan David Investments LLC 0.01% Reduce -5.6% 3,869 $526K
Towne Trust Company, N.A 0.17% No change 3,850 $524K
John G Ullman & Associates Inc. 0.07% No change 3,850 $524K
Roof Eidam Maycock Peralta, LLC 0.13% No change 3,843 $523K
Blue Trust, Inc. 0.01% Add +5.6% 3,841 $522K
Roberts Glore & Co. Inc. 0.14% Reduce -5.5% 3,840 $522K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -6.6% 3,832 $521K
Clear Harbor Asset Management, LLC 0.04% Reduce -5.3% 3,828 $521K
Three Seasons Wealth, LLC 0.05% No change 3,826 $520K
Spinnaker Trust 0.03% Reduce -0.3% 3,826 $520K
waypoint wealth counsel 0.20% New 3,799 $517K
Kuhn & Co Investment Counsel 0.41% Reduce -22.8% 3,785 $515K
Saturna Capital Corp. 0.01% Reduce -2.8% 3,781 $514K
Princeton Global Asset Management LLC 0.09% Reduce -4.0% 3,774 $513K
Waterloo Capital, L.P. 0.04% Add +72.1% 3,744 $509K
Cadinha & Co. LLC 0.07% No change 3,732 $508K
Ransom Advisory, Ltd 0.23% No change 3,725 $507K
Field & Main Bank 0.15% Add +0.3% 3,718 $506K
Two Sigma Advisers, LP 0.00% New 3,700 $503K
Trustmark Bank Trust Department 0.03% Reduce -5.6% 3,695 $503K
Boothbay Fund Management, LLC 0.01% Add +43.7% 3,691 $502K
Riverwater Partners LLC 0.21% Reduce -3.1% 3,679 $500K
First Citizens Bank & Trust Co. 0.01% Add +2.0% 3,674 $500K
Ballew Advisors, Inc 0.28% Add +0.2% 3,784 $495K
Conning Inc. 0.02% No change 3,635 $494K
S.A. Mason LLC 0.22% No change 3,629 $494K
Cozad Asset Management Inc. 0.04% Reduce -13.7% 3,618 $492K
Capital Investment Advisory Services, LLC 0.04% Reduce -1.1% 3,617 $492K
Corps Capital Advisors, LLC 0.74% No change 3,612 $491K
Keel Point, LLC 0.03% Add +2.5% 3,606 $490K
Catalyst Funds Management Pty Ltd 0.07% New 3,600 $490K
Tripletail Wealth Management, LLC 0.58% Add +1.4% 3,712 $489K
National Wealth Management Group, LLC 0.18% New 3,590 $488K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,587 $487K
Dark Forest Capital Management LP 0.02% Reduce -95.4% 3,580 $487K
Rossby Financial, LCC 0.16% Reduce -0.2% 3,592 $483K
Strategic Wealth Partners, Ltd. 0.04% Reduce -18.6% 3,551 $483K
Harbor Advisors LLC 0.07% No change 3,541 $482K
Belpointe Asset Management LLC 0.02% Reduce -2.5% 3,520 $479K
Parkside Financial Bank & Trust 0.04% Add +37.8% 3,520 $479K
Schnieders Capital Management, Llc. 0.08% — 3,508 $477K
GPS Wealth Strategies Group, LLC 0.05% Reduce -12.2% 3,496 $476K
Woodmont Investment Counsel LLC 0.03% Add +1.7% 3,488 $474K
Uhlmann Price Securities, LLC 0.29% Add +6.6% 3,483 $474K
Pinnacle Wealth Management Advisory Group, LLC 0.04% No change 3,464 $471K
Stratos Wealth Advisors, LLC 0.02% Add +17.2% 3,461 $471K
Riverbend Wealth Management, LLC 0.33% Add +1.8% 3,455 $470K
Busey Bank 0.01% Reduce -43.5% 3,455 $470K
HCR Wealth Advisors 0.05% Add +33.4% 3,479 $469K
Journey Advisory Group, LLC 0.03% New 3,450 $469K
Corbyn Investment Management Inc. 0.21% No change 3,441 $468K
Jackson Thornton Wealth Management, LLC 0.05% New 3,563 $468K
Federated Hermes, Inc. 0.00% Reduce -85.2% 3,426 $466K
Estabrook Capital Management 0.07% Reduce -2.6% 3,417 $465K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% New 3,408 $464K
Roundview Capital LLC 0.03% Add +3.2% 3,407 $463K
Moody National Bank Trust Division 0.04% Reduce -1.3% 3,407 $463K
Cyndeo Wealth Partners, LLC 0.03% Reduce -91.9% 3,397 $462K
Tennessee Valley Asset Management Partners 0.06% New 3,395 $462K
Uncommon Cents Investing LLC 0.11% No change 3,382 $460K
MSH Capital Advisors LLC 0.12% Reduce -1.5% 3,368 $458K
Vista Cima Wealth Management LLC 0.38% New 3,368 $458K
Larson Financial Group LLC 0.02% Reduce -28.1% 3,366 $458K
Ballentine Partners, LLC 0.01% Add +5.8% 3,363 $457K
Foster & Motley Inc. 0.02% Reduce -2.4% 3,353 $456K
CWA Asset Management Group, LLC 0.02% Add +1.4% 3,350 $456K
Wedgewood Investors Inc. 0.50% No change 3,350 $456K
LexAurum Advisors, LLC 0.06% Reduce -47.3% 3,343 $455K
Nicholas Hoffman & Company, LLC. 0.01% No change 3,319 $451K
Allen Investment Management, LLC 0.01% No change 3,318 $451K
Tanager Wealth Management LLP 0.05% Reduce -2.8% 3,317 $451K
Welch Group, LLC 0.02% No change 3,311 $450K
Eisler Capital Management Ltd. 0.01% Reduce -8.3% 3,272 $449K
Blue Edge Capital, LLC 0.06% Add +0.1% 3,298 $449K
Assetmark, Inc. 0.00% Add +38.0% 3,291 $448K
Harbor Investment Advisory, LLC 0.04% Add +1.4% 3,285 $447K
Courier Capital LLC 0.03% Reduce -3.1% 3,277 $446K
McCarter Private Wealth Services LLC 0.23% Add +1.9% 3,270 $445K
Brandywine Oak Private Wealth LLC 0.04% Add +0.2% 3,260 $443K
Clifford Group, LLC 0.34% Add +7.2% 3,251 $442K
Hartford Financial Management Inc. 0.12% Reduce -0.4% 3,250 $442K
Faithward Advisors, LLC 0.07% Reduce -0.1% 3,249 $442K
Independence Bank of Kentucky 0.06% Reduce -5.8% 3,241 $441K
Waldron Private Wealth LLC 0.02% Add +4.3% 3,240 $441K
Asahi Life Asset Management Co., LTD. 0.24% New 3,227 $439K
UNIVEST FINANCIAL Corp 0.02% Add +0.2% 3,215 $437K
Measured Risk Portfolios, Inc. 0.47% No change 3,215 $437K
Athena Investment Management 0.23% Reduce -1.1% 3,214 $437K
Vista Investment Partners LLC 0.12% Add +1.3% 3,198 $435K
Rossmore Private Capital 0.05% No change 3,192 $434K
Aristotle Capital Management, LLC 0.00% Reduce -16.1% 3,177 $432K
Weaver Consulting Group 0.11% Reduce -5.5% 3,176 $432K
Magnus Financial Group LLC 0.03% Add +2.5% 3,160 $430K
Pacifica Partners Inc. 0.15% Add +1077.9% 3,192 $430K
Granite Group Advisors, LLC 0.26% Add +1.9% 3,147 $428K
Hazlett, Burt & Watson, Inc. 0.15% Add +1.8% 3,149 $428K
Flputnam Investment Management Co. 0.01% Add +23.3% 3,145 $428K
Legacy Private Trust Co. 0.03% Add +4.5% 3,142 $427K
GHP Investment Advisors, Inc. 0.02% Reduce -0.4% 3,138 $427K
Obermeyer Wealth Partners 0.02% Add +8.6% 3,135 $426K
Second Line Capital, LLC 0.09% No change 3,134 $426K
Runnymede Capital Advisors, Inc. 0.35% Reduce -3.6% 3,133 $426K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 3,100 $422K
Fourpath Capital Management, LLC 0.06% Reduce -1.1% 3,091 $420K
Stokes Family Office, LLC 0.04% Add +32.7% 3,091 $420K
Mayflower Financial Advisors, LLC 0.05% Reduce -2.3% 3,085 $420K
Ethos Financial Group, LLC 0.03% New 3,084 $419K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -9.6% 3,084 $419K
Bellecapital International Ltd. 0.07% New 3,083 $419K
Advisory Alpha, LLC 0.01% Add +0.4% 3,096 $418K
Strategy Asset Managers LLC 0.07% Add +8.1% 3,067 $417K
Pitcairn Co. 0.03% Reduce -3.3% 3,050 $415K
Van Strum & Towne Inc. 0.12% No change 3,031 $412K
ARS Investment Partners, LLC 0.03% Reduce -5.0% 3,025 $411K
Thomasville National Bank 0.03% Add +15.3% 3,017 $410K
MTM Investment Management, LLC 0.13% Reduce -13.4% 3,012 $410K
Lummis Asset Management, LP 0.27% No change 3,011 $410K
LCNB Corp. 0.14% Reduce -5.8% 3,009 $409K
Summit Global Investments 0.02% Add +3.9% 3,001 $408K
Full Sail Capital, LLC 0.02% Add +38.1% 2,997 $408K
Kanawha Capital Management LLC 0.03% No change 2,995 $407K
Tritonpoint Wealth, LLC 0.03% Add +43.0% 2,991 $407K
Plimoth Trust Co. LLC 0.09% No change 2,984 $406K
Vectors Research Management, LLC 0.13% Reduce -3.4% 2,977 $405K
Scotia Capital Inc. 0.00% Reduce -8.3% 2,975 $405K
Aries Wealth Management 0.10% No change 2,973 $404K
Nwam LLC 0.02% Reduce -2.9% 3,090 $404K
Essential Partners LLC 0.13% Add +376.4% 2,968 $404K
Waycross Partners, LLC 0.03% No change 2,965 $403K
First National Bank Sioux Falls 0.12% Reduce -0.3% 2,938 $400K
IFG Advisory, LLC 0.02% Add +6.6% 2,936 $399K
Austin Private Wealth, LLC 0.03% Reduce -0.2% 2,932 $399K
SeaCrest Wealth Management, LLC 0.04% Reduce -15.4% 3,032 $398K
Waddell & Associates, LLC 0.03% New 2,909 $396K
Persium Advisors, LLC 0.30% No change 2,902 $395K
Hanson & Doremus Investment Management 0.05% Reduce -8.4% 2,878 $391K
Sharp Wealth Advisory, LLC 0.21% Add +8.5% 2,868 $390K
AGH Wealth Advisors, LLC 0.29% No change 2,860 $389K
Beaton Management Co. Inc. 0.18% No change 2,863 $389K
Plancorp, LLC 0.01% Reduce -18.6% 2,853 $388K
Howard Capital Management, LLC 0.01% Add +3.3% 2,851 $388K
VestGen Advisors, LLC 0.01% Add +33.1% 2,849 $388K
Greenfield Seitz Capital Management, LLC 0.12% Add +1.8% 2,844 $387K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -16.9% 2,837 $386K
Master's Wealth Management Inc. 0.17% Reduce -16.8% 2,821 $384K
Thompson Siegel & Walmsley LLC 0.01% No change 2,818 $383K
OneAscent Financial Services LLC 0.03% Reduce -7.8% 2,805 $382K
Intrinsic Value Partners, LLC 0.31% Reduce -0.5% 2,797 $380K
Apella Capital, LLC 0.01% Add +47.0% 2,963 $380K
Stiles Financial Services Inc 0.12% Reduce -4.8% 2,793 $380K
Generali Investments, Management Co LLC 0.08% Reduce -9.6% 2,793 $380K
Arete Wealth Advisors, LLC 0.02% Reduce -2.3% 2,781 $378K
Triad Wealth Partners, LLC 0.05% New 2,772 $377K
Liberty Capital Management, Inc. 0.07% No change 2,772 $377K
Northcape Wealth Management, LLC 0.11% Reduce -0.8% 2,767 $376K
Davidson Trust Co. 0.15% Reduce -0.7% 2,761 $376K
Investment Research Partners LLC 0.17% — 2,720 $375K
Stockman Wealth Management, Inc. 0.05% No change 2,738 $372K
Accurate Wealth Management, LLC 0.05% Add +60.7% 2,842 $372K
McDaniel Terry & Co. 0.03% No change 2,730 $371K
E&G Advisors, LLC 0.09% No change 2,720 $370K
Panagora Asset Management Inc. 0.00% No change 2,719 $370K
CoreFirst Bank & Trust 0.20% No change 2,718 $370K
Soltis Investment Advisors LLC 0.03% Add +8.7% 2,717 $370K
GM Advisory Group, LLC 0.02% Add +0.2% 2,711 $369K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -11.8% 2,688 $366K
Forza Wealth Management, LLC 0.14% Add +7.7% 2,674 $364K
Hills Bank & Trust Co 0.02% Reduce -27.3% 2,667 $363K
Plan A Wealth LLC 0.18% No change 2,665 $362K
North Star Investment Management Corp. 0.02% Add +0.3% 2,661 $362K
Harrell Investment Partners, LLC 0.09% No change 2,658 $362K
Hudson Bay Capital Management LP 0.00% New 2,654 $361K
SVB Wealth LLC 0.02% Reduce -4.2% 2,645 $360K
ClearAlpha Technologies LP 0.98% New 2,644 $360K
Canal Capital Management, LLC 0.05% Add +0.0% 2,644 $360K
Journey Strategic Wealth LLC 0.01% Add +26.9% 2,643 $360K
Walker Asset Management, LLC 0.20% Reduce -0.8% 2,641 $359K
Manske Wealth Management 0.11% No change 2,634 $358K
Perpetual Ltd 0.00% Reduce -21.2% 2,624 $357K
Kohmann Bosshard Financial Services, LLC 0.04% Reduce -0.8% 2,623 $357K
Mosaic Family Wealth Partners, LLC 0.04% Reduce -1.1% 2,585 $356K
Seamount Financial Group Inc. 0.17% No change 2,602 $354K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -24.3% 2,600 $354K
Baldwin Investment Management, LLC 0.04% No change 2,600 $354K
Dodge & Cox 0.00% No change 2,600 $354K
Banyan Capital Management, Inc. 0.16% New 2,595 $353K
Dividend Assets Capital, LLC 0.06% Reduce -4.1% 2,592 $353K
Ascent Group, LLC 0.01% New 2,589 $352K
Investors Asset Management of Georgia Inc. /Ga/ 0.15% No change 2,576 $350K
Wakefield Asset Management LLLP 0.10% No change 2,568 $349K
LRI Investments, LLC 0.03% Reduce -4.0% 2,560 $348K
Successful Portfolios LLC 0.20% Reduce -3.7% 2,553 $347K
Gables Capital Management Inc. 0.15% Add +2.0% 2,552 $347K
Montag A & Associates Inc. 0.02% No change 2,550 $347K
Ameritas Advisory Services, LLC 0.02% Reduce -28.8% 2,541 $346K
Capital Advantage, Inc. 0.05% Reduce -8.9% 2,541 $346K
Cape Cod Five Cents Savings Bank 0.03% No change 2,625 $345K
Warwick Investment Management, Inc. 0.06% Reduce -0.7% 2,534 $345K
Ruggaard & Associates LLC 0.13% No change 2,532 $344K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 2,525 $343K
Saxon Interests, Inc. 0.13% Add +3.9% 2,568 $343K
Shufro Rose & Co. LLC 0.03% No change 2,775 $343K
Port Capital LLC 0.01% No change 2,518 $342K
Allegheny Financial Group 0.06% Add +3.3% 2,490 $339K
M3 Advisory Group, LLC 0.21% Add +3.4% 2,485 $338K
Farmers & Merchants Trust Co of Chambersburg PA 0.10% Reduce -8.5% 2,484 $338K
Roman Butler Fullerton & Co. 0.09% Add +10.4% 2,442 $337K
LBMC Investment Advisors, LLC 0.02% Reduce -0.6% 2,473 $336K
Zullo Investment Group, Inc. 0.12% Add +38.0% 2,468 $336K
Goodman Financial Corp 0.07% No change 2,466 $335K
SPC Financial, Inc. 0.03% Add +10.2% 2,462 $335K
Brookwood Investment Group LLC 0.04% Reduce -2.6% 2,460 $335K
Trust Co. of Oklahoma 0.10% Reduce -1.6% 2,456 $334K
Berger Financial Group, Inc 0.02% Reduce -5.4% 2,451 $333K
Pinnacle Bancorp, Inc. 0.10% Reduce -5.7% 2,446 $333K
Pflug Koory, LLC 0.16% Reduce -2.1% 2,444 $332K
Compass Capital Corp. /Ma/ 0.15% Add +0.3% 2,397 $332K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +2.5% 2,431 $331K
Quilter Plc 0.01% No change 2,430 $331K
Letson Investment Management, Inc. 0.12% No change 2,429 $330K
Uniting Wealth Partners, LLC 0.08% Reduce -28.8% 2,426 $330K
Fort Sheridan Advisors LLC 0.04% Reduce -1.3% 2,425 $330K
Strategies Wealth Advisors, LLC 0.03% Add +25.1% 2,420 $329K
Greenfield Savings Bank 0.14% Reduce -1.0% 2,408 $328K
Patrick M Sweeney & Associates, Inc. 0.21% Add +2.0% 2,408 $327K
PFG Advisors 0.01% Reduce -14.3% 2,400 $326K
Ipswich Investment Management Co., Inc. 0.08% No change 2,400 $326K
Founders Financial Securities LLC 0.02% Add +15.3% 2,400 $326K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 2,396 $326K
CFO4Life Group, LLC 0.05% Add +0.8% 2,394 $326K
Laurel Wealth Advisors LLC 0.05% No change 2,391 $325K
Denver Wealth Management, Inc. 0.12% Add +0.7% 2,386 $325K
Earned Wealth Advisors, LLC 0.05% New 2,382 $324K
SkyOak Wealth, LLC 0.06% No change 2,378 $323K
Richards, Merrill & Peterson, Inc. 0.14% Add +0.4% 2,369 $322K
Marietta Investment Partners LLC 0.06% Add +0.3% 2,368 $322K
Cross Staff Investments Inc 0.22% No change 2,363 $321K
Chronos Wealth Management, LLC 0.16% No change 2,359 $321K
Trust Point Inc. 0.03% Add +9.2% 2,358 $321K
FIL Ltd 0.00% No change 2,351 $320K
Townsend Asset Management Corp. /NC/ 0.11% Reduce -4.7% 2,347 $319K
Jacobs & Co. 0.03% No change 2,346 $319K
Cadence Bank 0.02% Reduce -3.0% 2,335 $318K
Brown Brothers Harriman & Co. 0.00% Reduce -12.4% 2,332 $317K
Vestor Capital, LLC 0.02% Reduce -76.8% 2,322 $316K
Calydon Capital 0.05% Reduce -49.3% 2,317 $315K
Breakwater Capital Group 0.05% Add +1.3% 2,312 $314K
Gilliland Jeter Wealth Management LLC 0.10% Reduce -0.4% 2,308 $314K
Financial Engines Advisors L.L.C. 0.00% Add +12.5% 2,307 $314K
Quarry LP 0.08% Reduce -75.7% 2,306 $314K
Cassaday & Co Wealth Management LLC 0.01% Reduce -3.1% 2,298 $313K
Callahan Advisors, LLC 0.03% No change 2,296 $312K
Goelzer Investment Management, Inc. 0.02% Add +1.0% 2,293 $312K
Duncan Williams Asset Management, LLC 0.09% No change 2,287 $311K
Chelsea Counsel Co. 0.14% No change 2,285 $311K
BXM Wealth LLC 0.29% No change 2,280 $310K
Monetary Management Group Inc. 0.07% No change 2,280 $310K
Pure Financial Advisors, LLC 0.00% Add +0.5% 2,279 $310K
Flywheel Private Wealth LLC 0.24% No change 2,273 $309K
Kera Capital Partners, Inc. 0.05% New 2,257 $307K
Cadent Capital Advisors, LLC 0.08% Add +5.8% 2,257 $307K
Lantern Wealth Advisors, LLC 0.16% No change 2,247 $306K
Qsemble Capital Management, LP 0.03% New 2,246 $306K
Tributary Capital Management, LLC 0.03% New 2,245 $305K
Measured Wealth Private Client Group, LLC 0.08% No change 2,241 $305K
Aljian Capital Management, LLC 0.06% Reduce -1.2% 2,237 $304K
BIP Wealth, LLC 0.01% New 2,233 $304K
North Star Asset Management Inc. 0.01% No change 2,233 $304K
Orange Investment Advisors, Inc. 0.03% No change 2,225 $303K
Leonteq Securities AG 0.02% Reduce -56.0% 2,207 $300K
Red Door Wealth Management, LLC 0.03% Reduce -2.2% 2,202 $300K
Capital Advisory Group Advisory Services, LLC 0.09% No change 2,201 $299K
Beaumont Financial Advisors, LLC 0.02% Reduce -0.1% 2,197 $299K
Disciplined Investors, L.L.C. 0.21% Reduce -10.5% 2,195 $299K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% No change 2,192 $298K
CPC Advisors, LLC 0.03% Reduce -79.2% 2,191 $298K
Polymer Capital Management (US) LLC 0.04% Reduce -66.6% 2,190 $298K
Sterling Investment Advisors, Ltd. 0.06% No change 2,189 $298K
First Financial Bank - Trust Division 0.03% Reduce -2.1% 2,187 $297K
Blackhawk Capital Partners, LLC 0.12% Reduce -15.4% 2,185 $297K
Hantz Financial Services, Inc. 0.00% Add +7.5% 2,181 $297K
HBW Advisory Services LLC 0.03% Add +1.1% 2,161 $294K
Acropolis Investment Management, LLC 0.01% Add +23.9% 2,460 $293K
SYM FINANCIAL Corp 0.03% Add +23.5% 2,147 $292K
Berkshire Asset Management LLC 0.01% Add +16.4% 2,126 $289K
TD Capital Management LLC 0.03% Add +0.1% 2,126 $289K
Capital Analysts, LLC 0.01% Reduce -1.4% 2,123 $289K
Naples Global Advisors, LLC 0.02% Add +0.1% 2,121 $289K
Leisure Capital Management 0.10% No change 2,121 $288K
Patton Fund Management, Inc. 0.05% No change 2,117 $288K
Diversified Enterprises, LLC 0.02% Reduce -2.1% 2,115 $288K
MV Capital Management, Inc. 0.03% Add +5.0% 2,112 $287K
Post Resch Tallon Group Inc. 0.26% Reduce -28.2% 2,110 $287K
TrinityBridge Ltd 0.01% No change 2,110 $287K
Chiron Capital Management, LLC 0.25% No change 2,105 $286K
Anchor Investment Management, LLC 0.02% No change 2,094 $285K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.56% Reduce -94.9% 2,092 $285K
Corton Capital Inc. 0.70% New 2,084 $283K
Alan B Lancz & Associates, Inc. 0.26% No change 2,082 $283K
Baker Avenue Asset Management, LP 0.01% New 2,080 $283K
Waters Parkerson & Co., LLC 0.01% Reduce -0.6% 2,074 $282K
Fortune Financial Advisors, LLC 0.21% No change 2,060 $280K
Calton & Associates, Inc. 0.04% New 2,054 $279K
Rehmann Capital Advisory Group 0.02% Add +6.7% 2,046 $278K
Alta Advisers Ltd 0.09% No change 2,045 $278K
Cabot Wealth Management Inc. 0.03% No change 2,035 $277K
Clark Capital Management Group, Inc. 0.00% New 2,034 $277K
Portside Wealth Group, LLC 0.04% Add +3.8% 2,033 $277K
TCI Wealth Advisors, Inc. 0.02% Add +0.1% 2,032 $276K
BKM Wealth Management, LLC 0.10% Reduce -10.3% 2,027 $276K
Summit Financial Wealth Advisors, LLC 0.04% Add +7.7% 2,037 $274K
Tarbox Family Office, Inc. 0.04% No change 2,012 $274K
HHM Wealth Advisors, LLC 0.03% No change 2,006 $273K
JT Stratford LLC 0.04% Reduce -0.1% 2,005 $273K
Nemes Rush Group LLC 0.03% Add +0.5% 2,002 $272K
Highlander Partners, L.P. 0.09% No change 2,000 $272K
Versor Investments LP 0.05% New 2,000 $272K
Trivium Point Advisory, LLC 0.03% New 2,000 $272K
MQS Management LLC 0.16% Reduce -52.4% 1,997 $272K
WealthShield Partners, LLC 0.03% Add +10.4% 1,996 $272K
Silver Coast Investments LLC 0.09% No change 1,994 $271K
Petrus Trust Company, LTA 0.03% New 1,994 $271K
Cookson Peirce & Co. Inc. 0.01% New 1,993 $271K
Live Oak Private Wealth LLC 0.04% New 1,991 $271K
Broderick Brian C 0.05% No change 1,990 $271K
Central Bank & Trust Co. 0.04% No change 1,990 $271K
Quent Capital, LLC 0.02% Add +9.4% 1,985 $270K
Brooks, Moore & Associates, Inc. 0.14% Reduce -0.8% 1,985 $270K
Moloney Securities Asset Management, LLC 0.03% Reduce -0.4% 1,982 $270K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,976 $269K
Nicolet Bankshares Inc. 0.04% No change 1,971 $268K
Silver Oak Securities, Incorporated 0.02% Add +14.4% 1,968 $268K
Beirne Wealth Consulting Services, LLC 0.06% Add +15.3% 1,961 $267K
Meridian Wealth Advisors, LLC 0.04% Add +4.2% 1,957 $266K
LeClair Wealth Partners LLC 0.17% No change 1,956 $266K
Teamwork Financial Advisors, LLC 0.03% Reduce -12.0% 1,952 $266K
Greenland Capital Management LP 0.04% Reduce -73.4% 1,950 $265K
Douglas Lane & Associates, LLC 0.00% Reduce -2.9% 1,950 $265K
Old Port Advisors 0.07% Add +3.8% 1,949 $265K
Indiana Trust & Investment Management Co 0.08% No change 1,945 $265K
Morse Asset Management, Inc 0.05% Add +2014.1% 1,945 $265K
Commonwealth Financial Services, LLC 0.05% Reduce -7.2% 1,939 $264K
Trillium Asset Management, LLC 0.01% No change 1,930 $263K
Optima Capital LLC 0.13% Reduce -6.3% 1,927 $262K
Abacus Planning Group, Inc. 0.04% Add +9.1% 1,915 $261K
Pinnacle Family Advisors, LLC 0.11% Add +12.7% 1,907 $259K
WASHINGTON TRUST Co 0.01% Add +2.7% 1,905 $259K
X-Square Capital, LLC 0.08% Add +0.2% 1,908 $259K
apricus wealth, LLC 0.14% No change 1,900 $258K
Ignite Planners, LLC 0.04% Add +0.2% 1,898 $258K
McGowan Group Asset Management, Inc. 0.03% No change 1,893 $258K
L2 Asset Management, LLC 0.04% Add +4.0% 1,893 $257K
Financial Advisors Network, Inc. 0.04% Add +5.8% 1,887 $257K
Kingswood Wealth Advisors, LLC 0.02% Add +7.5% 1,887 $257K
Weik Capital Management 0.10% Reduce -6.2% 1,885 $256K
Oakworth Capital, Inc. 0.01% No change 1,881 $256K
Columbia Asset Management 0.05% No change 1,878 $255K
Ritholtz Wealth Management 0.01% New 1,878 $255K
Summit Asset Management, LLC 0.04% Add +0.1% 1,876 $255K
Ashton Thomas Securities, LLC 0.04% Add +0.9% 1,874 $255K
Powers Advisory Group, LLC 0.10% Reduce -10.7% 1,872 $255K
Gallagher Capital Advisors, LLC 0.15% Add +0.9% 1,871 $254K
Howland Capital Management LLC 0.01% No change 1,868 $254K
Catalyst Financial Partners LLC 0.03% Add +7.6% 1,867 $254K
Tranquility Partners, LLC 0.09% No change 1,866 $254K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,861 $253K
Pettyjohn, Wood & White, Inc. 0.04% Reduce -0.2% 1,860 $253K
McAdam, LLC 0.01% Add +2.4% 1,860 $253K
Sfmg, LLC 0.02% New 1,859 $253K
Argentarii, LLC 0.10% Reduce -0.3% 1,850 $252K
Sandy Cove Advisors, LLC 0.08% Add +1.0% 1,844 $251K
Verus Capital Partners, LLC 0.02% New 1,844 $251K
Radnor Capital Management, LLC 0.04% No change 1,842 $251K
Chicago Capital, LLC 0.01% No change 1,842 $251K
Westside Investment Management, Inc. 0.04% Add +11.3% 1,845 $250K
Keating Investment Counselors Inc. 0.07% New 1,837 $250K
Trueblood Wealth Management, LLC 0.10% Add +0.3% 1,835 $250K
Wellington Shields & Co., LLC 0.07% No change 1,832 $249K
TCV Trust & Wealth Management, Inc. 0.02% New 1,832 $249K
Requisite Capital Management, LLC 0.04% New 1,831 $249K
Signature Estate & Investment Advisors LLC 0.01% Reduce -2.0% 1,829 $249K
Meixler Investment Management, Ltd. 0.15% Reduce -16.7% 1,827 $249K
RiverFront Investment Group, LLC 0.00% Add +5.8% 1,821 $248K
Wolff Financial Management LLC 0.06% No change 1,815 $247K
Northwest Wealth Management, LLC 0.04% New 1,815 $247K
Northwest Quadrant Wealth Management, LLC 0.05% Add +0.8% 1,814 $247K
American Alpha Advisors, LLC 0.18% Reduce -6.6% 1,814 $247K
WBH Advisory Inc. 0.02% New 1,810 $246K
a16z Perennial Management, L.P. 0.02% New 1,804 $245K
Retirement Planning Group, LLC 0.01% New 1,803 $245K
VeraBank, N.A. 0.05% No change 1,802 $245K
Whetstone Capital Advisors, LLC 0.07% New 1,797 $244K
Viawealth, LLC 0.13% No change 1,791 $244K
Werba Rubin Papier Wealth Management 0.04% Reduce -0.3% 1,781 $242K
KPP Advisory Services LLC 0.04% Reduce -0.7% 1,781 $242K
Paragon Capital Management Ltd 0.05% No change 1,777 $242K
Blackston Financial Advisory Group, LLC 0.14% Reduce -2.8% 1,776 $242K
Birmingham Capital Management Co. Inc. 0.11% Reduce -44.1% 1,773 $241K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -1.2% 1,772 $241K
Hourglass Capital, LLC 0.05% No change 1,770 $241K
NovaPoint Capital, LLC 0.06% New 1,767 $240K
Signature Wealth Management Partners, LLC 0.13% No change 1,765 $240K
Great Diamond Partners, LLC 0.05% No change 1,764 $240K
Kelly Lawrence W & Associates Inc. 0.06% No change 1,758 $239K
Cooper Financial Group 0.03% Reduce -7.9% 1,754 $239K
MIdWestOne Financial Group, Inc. 0.03% No change 1,751 $238K
Ascentis Independent Advisors 0.04% Reduce -0.6% 1,751 $238K
Moller Wealth Partners 0.05% No change 1,748 $238K
St Germain D J Co. Inc. 0.01% Add +10.5% 1,746 $237K
Touchstone Capital, Inc. 0.12% — 1,745 $237K
Wealthspan Partners, LLC 0.09% No change 1,743 $237K
Next Capital Management LLC 0.08% Reduce -3.4% 1,738 $236K
LM Advisors LLC 0.03% No change 1,737 $236K
Ami Investment Management Inc. 0.05% No change 1,729 $235K
Per Stirling Capital Management, LLC. 0.03% Add +0.3% 1,722 $234K
Aprio Wealth Management, LLC 0.02% New 1,721 $234K
Root Financial Partners, LLC 0.01% New 1,718 $234K
True North Advisors, LLC 0.04% Add +0.2% 1,718 $234K
Sentry LLC 0.06% No change 1,710 $233K
Jamison Private Wealth Management, Inc. 0.03% New 1,707 $232K
Strait & Sound Wealth Management LLC 0.09% No change 1,705 $232K
Deseret Mutual Benefit Administrators 0.10% Add +10.7% 1,703 $232K
IVC Wealth Advisors LLC 0.10% Reduce -2.0% 1,700 $231K
Key Client Fiduciary Advisors, LLC 0.08% Add +1.0% 1,699 $231K
Crestmont Private Wealth LLC 0.08% No change 1,698 $231K
Eastern Bank 0.00% Reduce -3.9% 1,695 $231K
SageView Advisory Group, LLC 0.01% New 1,693 $230K
Spire Wealth Management 0.01% Add +9.9% 1,692 $230K
Phillips Wealth Planners LLC 0.19% New 1,728 $230K
Farmers Trust Co. 0.04% New 1,682 $229K
Catalina Capital Group, LLC 0.14% Reduce -9.8% 1,676 $228K
JNBA Financial Advisors 0.02% No change 1,674 $228K
Asset Advisors Investment Management, LLC 0.02% Reduce -9.5% 1,673 $228K
State of Wyoming 0.03% Reduce -7.7% 1,672 $227K
Sovereign Financial Group, Inc. 0.04% New 1,667 $227K
Centaurus Financial, Inc. 0.01% Add +0.2% 1,660 $226K
Websterrogers Financial Advisors, LLC 0.07% Reduce -1.7% 1,659 $226K
Cordgrass Capital Advisors, LLC 0.06% New 1,659 $226K
Biltmore Family Office, LLC 0.03% New 1,659 $226K
Kintra Wealth, LLC 0.13% New 1,658 $226K
Aspire Private Capital, LLC 0.05% New 1,656 $225K
Newman Dignan & Sheerar, Inc. 0.05% New 1,656 $225K
Murphy Pohlad Asset Management LLC 0.09% New 1,650 $224K
BNC Wealth Management, LLC 0.06% New 1,650 $224K
Independent Wealth Network Inc. 0.07% Reduce -7.0% 1,648 $224K
Perennial Investment Advisors, LLC 0.02% Reduce -6.0% 1,646 $224K
Summit Wealth Group LLC / Co. 0.02% New 1,860 $224K
Prosperity Consulting Group, LLC 0.01% New 1,642 $223K
Marshall & Sterling Wealth Advisors Inc. 0.14% No change 1,639 $223K
Traynor Capital Management, Inc. 0.01% New 1,636 $223K
Gries Financial LLC 0.04% New 1,636 $223K
Shell Asset Management Co. 0.02% Reduce -40.7% 1,630 $222K
First Business Financial Services, Inc. 0.02% New 1,631 $222K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -26.1% 1,630 $222K
Moss Adams Wealth Advisors LLC 0.02% New 1,630 $222K
Cherry Tree Wealth Management, LLC 0.05% No change 1,629 $222K
Transamerica Financial Advisors, LLC 0.02% Add +6.9% 1,626 $221K
SJS Investment Consulting Inc. 0.03% Add +603.5% 1,625 $221K
Sather Financial Group Inc 0.01% New 1,625 $221K
Benchmark Financial Wealth Advisors, LLC 0.07% New 1,624 $221K
Willis Johnson & Associates, Inc. 0.01% New 1,623 $221K
CWS Financial Advisors, LLC 0.06% New 1,623 $221K
Tradition Wealth Management, LLC 0.02% New 1,622 $221K
Zacks Investment Management 0.00% New 1,621 $221K
Novak & Powell Financial Services, Inc. 0.12% New 1,620 $220K
Crestwood Advisors Group, LLC 0.00% New 1,613 $219K
Childress Capital Advisors, LLC 0.04% New 1,611 $219K
PGIM Custom Harvest LLC 0.00% New 1,609 $219K
Archer Investment Corp 0.05% Add +0.1% 1,608 $219K
Phoenix Financial Ltd. 0.00% Reduce -45.6% 1,596 $217K
Cullen Investment Group, LTD. 0.03% New 1,630 $217K
BLB&B Advisors, LLC 0.01% New 1,593 $217K
Wealthcare Capital Partners, LLC 0.10% New 1,585 $216K
Turtle Creek Wealth Advisors, LLC 0.02% New 1,581 $215K
Continuum Advisory, LLC 0.02% New 1,579 $215K
Asset Dedication, LLC 0.01% Reduce -25.6% 1,577 $214K
Bond & Devick Financial Network, Inc. 0.06% Reduce -17.1% 1,576 $214K
Elm3 Financial Group, LLC 0.18% Reduce -32.0% 1,574 $214K
SlateStone Wealth, LLC 0.02% New 1,570 $214K
Hardin Capital Partners, LLC 0.11% New 1,571 $214K
Bank of New Hampshire 0.05% Reduce -6.6% 1,562 $212K
Riversedge Advisors, LLC 0.04% New 1,553 $211K
Partners Wealth Management, LLC 0.21% New 1,552 $211K
First National Bank of Hutchinson 0.11% New 1,550 $211K
Jupiter Wealth Management LLC 0.10% New 1,550 $211K
Meridian Wealth Management, LLC 0.01% New 1,547 $210K
Arbor Investment Advisors, LLC 0.03% Reduce -16.0% 1,547 $210K
CarsonAllaria Wealth Management, Ltd. 0.11% Reduce -21.6% 1,545 $210K
Keebeck Wealth Management 0.02% New 1,537 $209K
InTrack Investment Management Inc 0.12% New 1,536 $209K
Loudon Investment Management, LLC 0.11% New 1,527 $208K
Argus Investors' Counsel, Inc. 0.17% New 1,526 $208K
Three Magnolias Financial Advisors, LLC 0.13% New 1,524 $207K
Embree Financial Group 0.03% New 1,522 $207K
Apriem Advisors 0.02% New 1,521 $207K
RD Lewis Holdings, Inc. 0.19% New 1,498 $207K
Traveka Wealth, LLC 0.09% New 1,518 $207K
Clarius Group, LLC 0.01% Reduce -41.4% 1,517 $206K
Schorn Wealth LLC 0.06% New 1,516 $206K
MASTERINVEST Kapitalanlage GmbH 0.02% Reduce -17.6% 1,516 $206K
William Blair Investment Management, LLC 0.00% New 1,513 $206K
Cahill Financial Advisors Inc. 0.02% New 1,512 $206K
Peterson Wealth Services 0.05% Add +148.9% 3,601 $205K
LMG Wealth Partners, LLC 0.04% New 1,505 $205K
CRA Financial Services, LLC 0.03% New 1,503 $204K
Amarillo National Bank 0.04% New 1,501 $204K
Edge Wealth Management LLC 0.04% New 1,500 $204K
Staley Capital Advisers Inc. 0.01% New 1,500 $204K
Coastline Trust Co 0.02% Reduce -3.4% 1,497 $204K
SBI Securities Co., Ltd. 0.01% Reduce -3.4% 1,494 $203K
Financial Management Network Inc. 0.03% New 1,528 $203K
West Family Investments, Inc. 0.05% New 1,486 $202K
Endowment Wealth Management, Inc. 0.09% New 1,483 $202K
Hendley & Co. Inc. 0.07% Reduce -18.0% 1,480 $201K
Gradient Investments LLC 0.00% New 1,473 $200K
Semper Augustus Investments 0.03% New 1,472 $200K
Cambridge Financial Group, LLC 0.06% New 1,471 $200K
Cromwell Holdings LLC 0.11% No change 1,464 $199K
Union Bancaire Privee, UBP SA 0.00% New 1,650 $197K
NBT Bank, N.A. 0.01% Reduce -49.2% 730 $195K
Sound Income Strategies, LLC 0.01% Reduce -7.7% 1,472 $193K
Chilton Capital Management LLC 0.01% No change 1,414 $192K
Evelyn Partners Investment Management LLP 0.01% No change 1,411 $192K
Addison Advisors LLC 0.04% No change 1,354 $184K
10Elms LLP 0.19% No change 1,354 $184K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,353 $184K
Caldwell Sutter Capital, Inc. 0.08% Reduce -0.7% 1,348 $183K
South Dakota Investment Council 0.00% Reduce -31.3% 1,320 $180K
Grove Bank & Trust 0.02% Add +0.6% 1,314 $179K
General Partner, Inc. 0.10% No change 1,303 $177K
Wellington Shields Capital Management, LLC 0.03% No change 1,292 $176K
Armstrong Advisory Group, Inc. 0.01% Reduce -6.5% 1,272 $173K
Tompkins Financial Corp. 0.01% No change 1,244 $169K
Valley National Advisers Inc. 0.03% Reduce -0.4% 1,240 $168K
Capital Advisors, Ltd. LLC 0.02% Reduce -8.5% 1,219 $166K
Creative Financial Designs Inc. 0.01% Reduce -41.4% 1,184 $161K
True Wealth Design, LLC 0.05% Add +91.1% 1,177 $160K
AdvisorNet Financial, Inc 0.01% Add +3.8% 1,175 $160K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,171 $159K
CYBER HORNET ETFs LLC 0.10% Add +3.5% 1,162 $158K
Sittner & Nelson, LLC 0.06% No change 1,150 $156K
Centennial Bank 0.06% No change 1,130 $154K
Zions Bancorporation, National Association 0.01% Add +417.9% 1,129 $154K
Golden State Wealth Management, LLC 0.02% Add +0.4% 1,106 $151K
United Community Bank 0.05% Add +0.6% 1,099 $149K
McIlrath & Eck, LLC 0.02% Add +10.2% 1,084 $147K
Asset Planning,Inc 0.11% Add +0.4% 1,079 $147K
American Capital Advisory, LLC 0.07% Add +0.2% 1,059 $144K
Smithfield Trust Co 0.01% No change 1,068 $144K
Security National Bank 0.02% No change 1,054 $143K
Optimum Investment Advisors 0.06% No change 1,038 $141K
Spurstone Advisory Services, LLC 2.00% Add +4000.0% 1,025 $139K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,013 $138K
Private Wealth Asset Management, LLC 0.02% Add +10.5% 1,008 $137K
Mechanics Financial Corp 0.05% No change 1,000 $136K
Financial Gravity Asset Management, Inc. 0.03% — 491 $133K
Cloud Capital Management, LLC 0.07% New 967 $131K
Mark Sheptoff Financial Planning, LLC 0.06% No change 960 $131K
CVA Family Office, LLC 0.02% Add +1.6% 957 $130K
Tanglewood Legacy Advisors, LLC 0.05% No change 950 $129K
Lanark Financial, Inc. 0.01% Reduce -4.9% 949 $129K
Motco 0.01% No change 938 $128K
Birchbrook, Inc. 0.07% No change 936 $127K
Sentry Investment Management LLC 0.08% Reduce -28.4% 970 $127K
City State Bank 0.04% Reduce -1.7% 926 $126K
Broadwater Capital Management LLC 0.09% Reduce -99.2% 900 $122K
American National Bank & Trust 0.01% Reduce -1.3% 882 $120K
Plato Investment Management Ltd 0.01% No change 880 $119K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 869 $118K
Glass Jacobson Investment Advisors llc 0.04% Add +0.9% 858 $117K
CoreCap Advisors, LLC 0.00% Add +5.0% 854 $116K
Global Trust Asset Management, LLC 0.05% Reduce -15.6% 848 $115K
VSM Wealth Advisory, LLC 0.04% Add +0.1% 830 $113K
Avion Wealth 0.02% Add +1.5% 818 $111K
TFC Financial Management, Inc. 0.01% Add +1.0% 801 $109K
PFS Partners, LLC 0.05% Add +24.8% 781 $106K
Glen Eagle Advisors, LLC 0.01% Add +9.6% 778 $106K
Gleason Group, Inc. 0.01% Add +0.9% 775 $105K
Financial Management Professionals, Inc. 0.01% Add +0.9% 764 $104K
ORG Partners LLC 0.02% Reduce -20.4% 763 $104K
Riverview Trust Co 0.13% No change 761 $104K
Rialto Wealth Management, LLC 0.03% No change 757 $103K
Piscataqua Savings Bank 0.08% No change 756 $103K
Missouri Trust & Investment Co 0.03% No change 749 $102K
Beaird Harris Wealth Management, LLC 0.01% Add +0.7% 739 $101K
Brown, Lisle/Cummings, Inc. 0.03% No change 725 $99K
TOWER TRUST & INVESTMENT Co 0.07% No change 714 $97K
Miller Wealth Advisors, LLC 0.04% Add +0.7% 707 $96K
Hager Investment Management Services, LLC 0.05% Reduce -6.4% 701 $95K
Kentucky Trust Co 0.05% No change 700 $95K
Summit Securities Group LLC 0.03% Reduce -62.8% 697 $95K
Steigerwald, Gordon & Koch Inc. 0.01% New 696 $95K
Clark Wealth Partners 0.06% Add +1.7% 720 $93K
Toth Financial Advisory Corp. 0.01% No change 682 $93K
Clearstead Trust, LLC 0.02% Add +50.7% 660 $90K
2UniFi Bank 0.04% No change 660 $90K
Godsey & Gibb, Inc. 0.01% No change 650 $88K
Plante Moran Financial Advisors, LLC 0.01% No change 636 $87K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +31.3% 630 $86K
Heartwood Wealth Advisors LLC 0.01% New 629 $86K
Kimelman & Baird, LLC 0.01% No change 625 $85K
New Millennium Group LLC 0.04% Reduce -1.6% 623 $85K
Main Street Group, LTD 0.03% No change 616 $84K
Basso Capital Management, L.P. 0.06% No change 612 $83K
Johnson Financial Group, Inc. 0.00% Reduce -29.4% 607 $83K
Pandora Wealth, Inc. 0.05% No change 605 $82K
Murphy & Mullick Capital Management Corp 0.06% No change 603 $82K
Hemington Wealth Management 0.01% Add +15.7% 576 $78K
Tower View Wealth Management LLC 0.04% Add +0.9% 560 $76K
Ogorek Anthony Joseph /NY/ 0.02% Add +10.0% 563 $76K
Duncker Streett & Co. Inc. 0.01% No change 556 $76K
Harvest Fund Management Co., Ltd 0.00% Add +3814.3% 548 $75K
Sarver Vrooman Wealth Advisors 0.05% No change 547 $74K
Cary Street Partners Investment Advisory LLC 0.03% Add +24.7% 535 $73K
Front Row Advisors LLC 0.02% No change 535 $73K
Wealth Preservation Advisors, LLC 0.04% Add +2.1% 534 $73K
Harbor Asset Planning, Inc. 0.06% No change 533 $73K
Quaker Wealth Management, LLC 0.02% Reduce -0.2% 531 $72K
Park Place Capital Corp 0.01% Reduce -22.3% 523 $71K
Key Financial Inc 0.01% No change 514 $69K
Painted Porch Advisors LLC 0.03% No change 503 $68K
Flagship Wealth Advisors, LLC 0.02% No change 500 $68K
Acima Private Wealth, LLC 0.02% No change 500 $68K
Evermay Wealth Management LLC 0.01% No change 500 $68K
Valley Wealth Managers, Inc. 0.00% Add +400.0% 500 $68K
JFS Wealth Advisors, LLC 0.00% Add +0.2% 497 $68K
Aventura Private Wealth, LLC 0.02% No change 491 $67K
JPL Wealth Management, LLC 0.02% New 485 $66K
Millstone Evans Group, LLC 0.04% No change 481 $65K
First Horizon Corp. 0.00% — 480 $65K
1 North Wealth Services LLC 0.03% No change 474 $64K
Medallion Wealth Advisors, LLC 0.02% Add +6.9% 465 $63K
Salomon & Ludwin, LLC 0.01% Add +149.2% 471 $63K
Crowley Wealth Management, Inc. 0.05% No change 455 $62K
Physician Wealth Advisors, Inc. 0.01% Add +39.3% 450 $61K
Pin Oak Investment Advisors Inc. 0.04% No change 450 $61K
WFA of San Diego, LLC 0.04% No change 438 $60K
Financially Speaking Inc 0.04% Add +0.7% 428 $58K
Tacita Capital Inc 0.03% Add +71.4% 420 $57K
Costello Asset Management, INC 0.02% No change 400 $54K
Steph & Co. 0.02% Add +41.7% 391 $53K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 385 $52K
KERR FINANCIAL PLANNING Corp 0.07% — 361 $50K
Compagnie Lombard Odier SCmA 0.00% Reduce -22.6% 370 $50K
Evolution Advisers, Inc. 0.02% No change 373 $50K
Copia Wealth Management 0.04% Add +16.7% 363 $49K
Prestige Wealth Management Group LLC 0.01% No change 358 $49K
Battery Global Advisors, LLC 0.02% No change 358 $49K
Jackson, Grant Investment Advisers, Inc. 0.02% New 350 $48K
Lynch Asset Management, Inc. 0.02% No change 350 $48K
Team Financial Group, LLC 0.02% Add +0.9% 350 $48K
Operose Advisors LLC 0.01% No change 346 $47K
Pittenger & Anderson Inc. 0.00% Add +18.8% 342 $47K
GW&K Investment Management, LLC 0.00% Add +2.8% 328 $45K
Dynamic Wealth Strategies, LLC 0.03% No change 330 $45K
Trust Co 0.00% No change 329 $45K
New England Capital Financial Advisors LLC 0.02% Add +0.6% 326 $44K
Chesapeake Asset Management LLC 0.04% Reduce -69.1% 324 $44K
Centerpoint Advisors, LLC 0.01% No change 322 $44K
Country Trust Bank 0.00% Add +191.8% 321 $44K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 320 $44K
AXS Investments LLC 0.01% New 320 $44K
Arlington Trust Co LLC 0.01% No change 316 $43K
Global Wealth Strategies & Associates 0.01% Add +13.1% 311 $42K
Boreal Capital Management LLC 0.04% No change 300 $41K
Whipplewood Advisors, LLC 0.03% Reduce -25.2% 300 $41K
Future Financial Wealth Managment LLC 0.03% No change 300 $41K
SRH Advisors, LLC 0.01% No change 299 $41K
Ameriflex Group, Inc. 0.01% Add +18.7% 292 $40K
Longview Financial Advisors LLC 0.02% No change 286 $39K
Crews Bank & Trust 0.01% No change 285 $39K
Manchester Capital Management LLC 0.01% Reduce -39.3% 284 $39K
First Command Advisory Services, Inc. 0.00% No change 283 $38K
Compass Financial Services Inc 0.02% Reduce -8.3% 275 $37K
West Branch Capital LLC 0.01% No change 275 $37K
Tsfg, LLC 0.01% No change 272 $37K
Winnacle Wealth LLC 0.03% New 262 $36K
Wealth Watch Advisors, INC 0.01% New 263 $36K
Rise Advisors, LLC 0.01% Add +4.0% 261 $35K
Webster Bank, N. A. 0.00% Reduce -4.4% 258 $35K
CNB Bank 0.01% No change 257 $35K
Graney & King, LLC 0.02% Add +0.8% 252 $34K
Signature Resources Capital Management, LLC 0.02% Reduce -39.9% 250 $34K
Cornerstone National Bank & Trust Co 0.01% No change 250 $34K
Rogco, LP 0.01% No change 250 $34K
Gen-Wealth Partners Inc 0.01% No change 247 $34K
Smallwood Wealth Investment Management, LLC 0.02% Add +0.8% 242 $33K
Fortitude Family Office, LLC 0.01% No change 235 $32K
Pacific Center for Financial Services 0.01% No change 233 $32K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 219 $30K
Bank & Trust Co 0.02% No change 217 $30K
Founders Capital Management 0.02% No change 215 $29K
Perkins Coie Trust Co 0.01% Reduce -86.8% 215 $29K
Wolff Wiese Magana LLC 0.02% No change 214 $29K
Morgan Dempsey Capital Management LLC 0.01% No change 214 $29K
Covestor Ltd 0.02% Reduce -49.6% 213 $29K
Bruce G. Allen Investments, LLC 0.02% No change 213 $29K
Evolution Wealth Management Inc. 0.03% No change 210 $29K
Morton Brown Family Wealth, LLC 0.01% No change 207 $28K
Stone House Investment Management, LLC 0.00% Reduce -2.4% 204 $28K
Nova Wealth Management, Inc. 0.02% Reduce -18.9% 201 $27K
Delos Wealth Advisors, LLC 0.02% No change 200 $27K
Fourth Dimension Wealth, LLC 0.01% No change 200 $27K
Robinswood Financial LLC 0.01% No change 200 $27K
GoalVest Advisory LLC 0.01% No change 200 $27K
Navigoe, LLC 0.02% No change 200 $27K
Coston, McIsaac & Partners 0.01% No change 200 $27K
Clear Investment Research, LLC 0.04% Add +41.7% 197 $27K
First United Bank & Trust 0.01% Add +15.2% 190 $26K
Concord Wealth Partners 0.00% Add +0.5% 189 $26K
Meeder Asset Management Inc. 0.00% Add +3.3% 187 $25K
Silvant Capital Management LLC 0.00% No change 186 $25K
Hoey Investments, Inc. 0.00% No change 184 $25K
Barnes Dennig Private Wealth Management LLC 0.03% New 178 $24K
Tortoise Investment Management, LLC 0.00% Add +2.9% 178 $24K
First PREMIER Bank 0.01% No change 176 $24K
Redmont Wealth Advisors LLC 0.03% No change 174 $24K
Parvin Asset Management, LLC 0.02% No change 173 $24K
Byrne Asset Management LLC 0.02% No change 173 $24K
Truvestments Capital LLC 0.00% Add +44.9% 171 $23K
Financial Consulate, Inc. 0.00% New 168 $23K
Blue Bell Private Wealth Management, LLC 0.00% Add +5.1% 166 $23K
Private Wealth Management Group, LLC 0.01% No change 163 $22K
Advantage Trust Co 0.01% Reduce -71.2% 162 $22K
Roble, Belko & Company, Inc 0.00% Add +45.0% 161 $22K
Friedenthal Financial 0.01% No change 155 $21K
Strategic Investment Solutions, Inc. 0.01% Add +0.7% 155 $21K
Burkett Financial Services, LLC 0.01% Add +0.7% 151 $21K
Bell Investment Advisors, Inc 0.00% Reduce -7.4% 151 $21K
Cape Investment Advisory, Inc. 0.02% No change 150 $20K
Cranbrook Wealth Management, LLC 0.00% New 150 $20K
TruNorth Capital Management, LLC 0.00% No change 150 $20K
Fairscale Capital, LLC 0.01% Add +0.7% 147 $20K
Kelleher Financial Advisors 0.00% New 144 $20K
Stephens Consulting, LLC 0.01% Reduce -42.2% 133 $18K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.04% No change 130 $18K
First Pacific Financial 0.00% Add +0.8% 126 $17K
WPG Advisers, LLC 0.01% Add +12.5% 126 $17K
Bogart Wealth, LLC 0.00% Reduce -44.3% 122 $17K
Promus Capital, LLC 0.01% New 121 $16K
Richardson Capital Management LLC 0.01% No change 115 $16K
Midwest Capital Advisors, LLC 0.01% No change 114 $16K
First Community Trust NA 0.01% No change 111 $15K
Vermillion & White Wealth Management Group, LLC 0.01% Add +1000.0% 110 $15K
LGT Financial Advisors LLC 0.03% Reduce -1.8% 110 $15K
Roxbury Financial LLC 0.01% Add +0.9% 108 $15K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +72.6% 107 $15K
Family Legacy Financial Solutions, LLC 0.01% No change 100 $14K
Creative Capital Management Investments LLC 0.00% No change 100 $14K
Barrett & Company, Inc. 0.00% No change 100 $14K
Sachetta, LLC 0.00% Add +21.3% 97 $13K
High Note Wealth, LLC 0.00% Add +1.0% 97 $13K
Western Pacific Wealth Management, LP 0.01% No change 95 $13K
Raffa Wealth Management, LLC 0.00% Add +27.0% 94 $13K
Binnacle Investments Inc 0.01% Add +295.6% 91 $12K
Blume Capital Management, Inc. 0.00% No change 91 $12K
SOA Wealth Advisors, LLC. 0.00% Add +1.1% 88 $12K
S&T Bank 0.00% Add +125.6% 88 $12K
Financial Perspectives, Inc 0.00% Add +39.7% 88 $12K
Howard Hughes Medical Institute 0.01% Reduce -2.3% 87 $12K
Strengthening Families & Communities, LLC 0.00% New 86 $12K
Westend Capital Management, LLC 0.00% No change 86 $12K
IAG Wealth Partners, LLC 0.00% No change 85 $12K
Alpine Bank Wealth Management 0.00% No change 83 $11K
MPWM Advisory Solutions, LLC 0.01% Add +1.2% 82 $11K
Keener Financial Planning LLC 0.01% No change 82 $11K
T. Rowe Price Investment Management, Inc. 0.00% New 80 $11K
Principia Wealth Advisory, LLC 0.01% Add +2.7% 77 $10K
Hopwood Financial Services, Inc. 0.01% No change 75 $10K
Bfsg, LLC 0.00% New 75 $10K
YANKCOM Partnership 0.00% Reduce -58.9% 74 $10K
Activest Wealth Management 0.00% Add +10.8% 72 $10K
First Financial Corp. 0.00% No change 69 $9K
N.E.W. Advisory Services LLC 0.00% No change 68 $9K
North Capital, Inc. 0.01% No change 68 $9K
Albion Financial Group 0.00% No change 67 $9K
Bradley & Co. Private Wealth Management, LLC 0.01% Add +52.3% 67 $9K
Lavaca Capital LLC 0.00% No change 66 $9K
Highline Wealth Partners LLC 0.00% No change 66 $9K
Abound Wealth Management 0.00% No change 65 $9K
Crewe Advisors LLC 0.00% Add +37.8% 62 $8K
Center for Financial Planning, Inc. 0.00% No change 57 $8K
Accent Capital Management, LLC 0.00% New 57 $8K
Mascoma Wealth Management LLC 0.00% New 54 $7K
Anfield Capital Management, LLC 0.00% No change 53 $7K
Noble Wealth Management PBC 0.00% — 51 $7K
Accredited Wealth Management, LLC 0.01% Add +1700.0% 900 $7K
Financial Freedom, LLC 0.00% No change 50 $7K
RMG Wealth Management LLC 0.00% No change 51 $7K
Bare Financial Services, Inc 0.00% No change 45 $6K
Financial Network Wealth Advisors LLC 0.01% No change 42 $6K
Maryland Capital Advisors Inc. 0.00% No change 42 $6K
Cedar Mountain Advisors, LLC 0.00% No change 42 $6K
Prudent Man Investment Management, Inc. 0.00% No change 50 $6K
Groupe la Francaise 0.00% New 46 $5K
Marquette Asset Management, LLC 0.00% New 37 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.8% 37 $5K
Guerra Advisors Inc 0.00% New 36 $5K
Fiduciary Advisors, Inc. 0.00% No change 35 $5K
Westfuller Advisors, LLC 0.00% New 35 $5K
Horrell Capital Management, Inc. 0.00% No change 34 $5K
Tradewinds Capital Management, LLC 0.00% No change 34 $5K
Dogwood Wealth Management LLC 0.00% Reduce -3.0% 32 $4K
Tidemark, LLC 0.00% No change 31 $4K
Thompson Investment Management, Inc. 0.00% No change 30 $4K
Penserra Capital Management LLC 0.00% No change 36 $4K
CGC Financial Services, LLC 0.00% No change 28 $4K
Pineridge Advisors LLC 0.00% Reduce -25.7% 26 $4K
FSA Wealth Management LLC 0.00% No change 25 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 25 $3K
Valued Wealth Advisors LLC 0.00% No change 24 $3K
WealthCollab, LLC 0.00% No change 24 $3K
Kilter Group LLC 0.00% Add +31.3% 21 $3K
Elevation Wealth Partners, LLC 0.00% New 21 $3K
Accordant Advisory Group Inc 0.00% New 20 $3K
SWAN Capital LLC 0.00% Reduce -51.4% 18 $2K
Nalls Sherbakoff Group, LLC 0.00% No change 17 $2K
Delta Asset Management LLC 0.00% No change 17 $2K
Dunhill Financial, LLC 0.00% No change 16 $2K
Core Alternative Capital 0.00% Reduce -75.8% 16 $2K
DHJJ Financial Advisors, Ltd. 0.00% New 14 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 14 $2K
Caitlin John, LLC 0.00% New 13 $2K
Evergreen Private Wealth LLC 0.00% Reduce -45.8% 13 $2K
HFM Investment Advisors, LLC 0.00% No change 13 $2K
Aspect Partners, LLC 0.00% No change 10 $1K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -97.2% 9 $1K
PayPay Securities Corp 0.04% Reduce -27.3% 8 $1K
Avalon Trust Co 0.00% New 8 $1K
IMG Wealth Management, Inc. 0.00% New 8 $1K
Texas Capital Bancshares Inc 0.00% New 5 $680
IMA Advisory Services, Inc. 0.00% No change 5 $680
Alerus Financial NA 0.00% Reduce -97.6% 5 $680
Hughes Financial Services, LLC 0.00% New 4 $555
Breakwater Investment Management 0.00% New 4 $545
DecisionPoint Financial, LLC 0.00% Reduce -99.2% 4 $539
Seneschal Advisors, LLC 0.00% New 3 $409
Davis Capital Management 0.00% — 3 $408
Richardson Financial Services Inc. 0.00% New 3 $408
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 3 $408
Orion Capital Management LLC 0.00% New 2 $272
Rakuten Securities, Inc. 0.00% Reduce -80.0% 2 $272
Atwood & Palmer Inc. 0.00% No change 1 $137
St. Johns Investment Management Company, LLC 0.00% No change 1 $136
Turning Point Benefit Group, Inc. 0.00% New 1 $134
Cornerstone Planning Group LLC 0.00% Reduce -99.0% 2 $76

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