Phillips 66PSX

13F holders, Q1 2026 (March 31)
2,133holders +228
321new positions
91sold out
12famous investors
$181.97avg. 13F price*

At the end of Q1 2026, 2,133 institutions reported holding Phillips 66 (PSX) in their 13F filings, up 228 from Q4 2025. 321 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($5.8B), Vanguard Capital Management LLC ($4.8B) and State Street Corp. ($4.7B). 12 famous investors held it, including Paul Singer (22.1% of Elliott Investment Management's portfolio), Bill Nygren (2.2% of Harris Associates (Oakmark Funds)'s portfolio) and Cliff Asness (0.3% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions321$601.9M
Exits91$116.5M

All 13F filers, Q4 2025 → Q1 2026: 24,525,872 shares bought and 15,713,602 shares sold, net +8,812,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,133 holders

BlackRock, Inc. 0.10% Add +3.6% 32,024,597 $5.8B
Vanguard Capital Management LLC 0.12% — 26,107,984 $4.8B
State Street Corp. 0.16% Add +9.3% 25,772,853 $4.7B
Vanguard Portfolio Management LLC 0.21% — 22,100,692 $4.0B
Elliott Investment Management 22.06% No change 19,251,000 $3.5B
Wells Fargo & Company 0.50% Reduce -2.6% 13,788,007 $2.5B
Geode Capital Management, LLC 0.12% Add +2.4% 10,658,175 $1.9B
Harris Associates (Oakmark Funds) 2.22% Reduce -34.6% 9,134,428 $1.7B
Morgan Stanley 0.08% Add +4.5% 7,100,129 $1.3B
Bank of New York Mellon Corp 0.23% Reduce -3.2% 6,879,213 $1.3B
Goldman Sachs Group Inc. 0.14% Add +157.3% 5,723,891 $1.0B
T. Rowe Price Associates Inc. 0.10% Add +13.1% 4,776,330 $870.2M
FMR LLC 0.04% Reduce -3.1% 4,327,131 $788.3M
Charles Schwab Investment Management Inc. 0.11% Add +0.6% 3,968,562 $723.0M
Invesco Ltd. 0.07% Add +2.3% 3,960,848 $721.6M
Northern Trust Corp. 0.09% Reduce -1.1% 3,676,074 $669.7M
Amundi 0.18% Add +62.0% 3,667,451 $668.1M
AQR Capital Management 0.28% Add +3.7% 3,383,523 $616.4M
UBS Group AG 0.10% Add +2.1% 3,149,505 $573.8M
Bank of America Corp. 0.04% Add +1.2% 2,971,036 $541.3M
Dimensional Fund Advisors LP 0.11% Add +1.5% 2,839,278 $517.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -2.9% 2,321,649 $423.0M
JPMorgan Chase & Co. 0.03% Add +50.5% 2,239,805 $413.9M
Vanguard Fiduciary Trust Co. 0.10% — 2,269,903 $413.5M
Legal & General Group Plc 0.08% Reduce -3.1% 1,991,832 $362.9M
Nuveen, LLC 0.08% Add +26.7% 1,705,721 $310.7M
Boston Partners 0.32% Add +19.3% 1,651,820 $301.3M
Royal Bank of Canada 0.05% Reduce -6.8% 1,489,962 $271.4M
Neuberger Berman Group LLC 0.20% Reduce -2.1% 1,424,106 $259.6M
Raymond James Financial Inc. 0.08% Reduce -7.7% 1,392,167 $253.6M
Deutsche Bank AG 0.08% Add +25.9% 1,321,535 $240.8M
Mariner, LLC 0.26% Add +3.6% 1,222,327 $222.7M
Los Angeles Capital Management LLC 0.87% Add +53.0% 1,205,785 $219.7M
Millennium Management 0.17% Add +393.6% 1,194,043 $217.5M
Swiss National Bank 0.12% Add +6.8% 1,182,450 $215.4M
Jacobs Levy Equity Management, Inc. 0.79% Reduce -15.2% 1,029,791 $187.6M
Envestnet Asset Management Inc. 0.05% Reduce -21.6% 1,027,210 $187.1M
Canada Pension Plan Investment Board 0.12% Add +61.4% 999,314 $182.1M
Barrow Hanley Mewhinney & Strauss LLC 0.59% Reduce -3.5% 981,432 $178.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +8.4% 916,943 $167.0M
Wellington Management Group LLP 0.03% Add +124.2% 904,814 $164.8M
Vanguard Global Advisers, LLC 0.09% — 899,110 $163.8M
LPL Financial LLC 0.04% Reduce -0.7% 887,797 $161.7M
HSBC Holdings PLC 0.10% Add +2.7% 883,907 $161.0M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -5.0% 862,141 $157.1M
NewEdge Advisors, LLC 0.54% Reduce -17.3% 824,364 $150.2M
Arrowstreet Capital, Limited Partnership 0.08% New 796,505 $145.1M
LSV Asset Management 0.31% Reduce -5.6% 790,599 $144.0M
Adage Capital Partners Gp, L.L.C. 0.22% Add +5.7% 781,001 $142.3M
Marshall Wace, LLP 0.15% Add +2220.6% 772,013 $140.6M
Barclays PLC 0.05% Add +26.9% 759,668 $138.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.12% — 756,628 $137.8M
PNC Financial Services Group, Inc. 0.08% Add +0.3% 754,343 $137.4M
Rhumbline Advisers 0.12% Reduce -2.2% 749,243 $136.5M
Bank of Montreal 0.05% Add +0.9% 726,489 $132.4M
Corient Private Wealth LP 0.18% Reduce -2.5% 706,748 $128.7M
Acadian Asset Management LLC 0.18% Add +129.6% 703,241 $128.1M
Truist Financial Corp. 0.17% Add +3.4% 698,272 $127.2M
National Pension Service 0.10% Add +13.7% 698,069 $127.2M
California Public Employees Retirement System 0.08% Reduce -2.1% 687,713 $125.3M
American Century Companies Inc. 0.06% Add +489.6% 684,461 $124.7M
Franklin Resources Inc. 0.03% Add +210.0% 666,040 $121.3M
Russell Investments Group, Ltd. 0.13% Add +12.8% 649,692 $118.7M
Mackenzie Financial Corp. 0.14% Add +948.5% 644,710 $117.5M
Qube Research & Technologies Ltd 0.16% New 634,790 $115.6M
BNP Paribas Financial Markets 0.07% Reduce -11.2% 585,034 $106.6M
Ameriprise Financial Inc. 0.02% Add +8.5% 565,575 $103.1M
Squarepoint Ops LLC 0.22% Add +109.0% 562,185 $102.4M
Focus Partners Wealth 0.11% Add +4.3% 538,005 $98.0M
Citadel Advisors 0.07% Reduce -58.8% 523,970 $95.5M
Freestone Grove Partners LP 0.66% Add +42.1% 498,027 $90.7M
M&T Bank Corp 0.29% Reduce -0.3% 477,840 $87.1M
Prudential Financial Inc. 0.11% Reduce -2.0% 473,785 $86.3M
Principal Financial Group Inc. 0.05% Reduce -9.5% 470,073 $85.6M
Fayez Sarofim & Co 0.22% Reduce -7.6% 469,734 $85.6M
California State Teachers Retirement System 0.09% Reduce -3.2% 467,419 $85.2M
Bahl & Gaynor LLC 0.42% Reduce -20.8% 453,222 $82.6M
Massachusetts Financial Services Co. 0.03% Reduce -67.9% 440,938 $80.3M
Recurrent Investment Advisors LLC 4.54% Reduce -8.9% 414,064 $75.4M
Alliancebernstein L.P. 0.02% Reduce -11.4% 555,423 $71.7M
Citigroup Inc. 0.04% Reduce -18.5% 383,134 $69.8M
Holocene Advisors, LP 0.17% Reduce -72.2% 382,100 $69.6M
Aviva PLC 0.12% Add +3.7% 380,306 $69.3M
Victory Capital Management Inc. 0.04% Reduce -64.7% 373,722 $68.1M
Teacher Retirement System of Texas 0.27% Add +295.1% 358,832 $65.4M
State Board of Administration of Florida Retirement System 0.12% Reduce -2.4% 355,551 $64.8M
Federated Hermes, Inc. 0.10% Add +250.9% 342,845 $62.5M
Korea Investment CORP 0.13% Add +8.6% 340,674 $62.1M
HighTower Advisors, LLC 0.07% Reduce -8.9% 336,509 $61.3M
New York State Teachers Retirement System 0.12% Add +8.1% 331,005 $60.3M
TD Asset Management Inc 0.05% Reduce -1.3% 322,067 $58.7M
Davis R M Inc. 1.03% Reduce -1.6% 318,620 $58.0M
RNC Capital Management LLC 2.51% Reduce -4.7% 315,352 $57.5M
Creative Planning 0.04% Add +9.4% 307,033 $55.9M
Van Eck Associates Corp. 0.04% Add +42.4% 306,507 $55.8M
Sei Investments Co. 0.05% Reduce -19.0% 304,954 $55.6M
Encompass Capital Advisors LLC 2.26% New 304,700 $55.5M
ZWJ Investment Counsel Inc. 1.94% Add +2.4% 295,031 $53.7M
Quantinno Capital Management LP 0.09% Add +9.9% 294,580 $53.7M
Miller Howard Investments Inc. 1.47% Add +1.2% 294,220 $53.6M
National Bank of Canada 0.05% Reduce -20.0% 291,358 $53.1M
Assenagon Asset Management S.A. 0.08% Add +959.7% 278,659 $50.8M
Ieq Capital, LLC 0.23% Add +5.0% 277,608 $50.6M
First Trust Advisors LP 0.04% Add +40.0% 277,463 $50.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -10.1% 274,978 $50.1M
Chickasaw Capital Management LLC 1.74% Add +88.0% 270,230 $49.2M
STRS Ohio 0.19% Add +4.8% 265,739 $48.4M
Robeco Institutional Asset Management B.V. 0.07% Add +38.1% 262,974 $47.9M
&partners 0.24% Reduce -6.5% 263,210 $47.9M
Cetera Investment Advisers 0.05% Add +8.5% 258,194 $47.0M
Stifel Financial Corp. 0.04% Reduce -38.2% 253,785 $46.2M
Fort Washington Investment Advisors Inc. 0.25% Add +4.3% 252,809 $46.1M
Cibc World Market Inc. 0.08% Reduce -5.4% 251,463 $45.8M
Pictet Asset Management Holding SA 0.05% Add +12.5% 241,073 $43.9M
Empyrean Capital Partners, LP 1.53% Reduce -10.8% 236,200 $43.0M
CANADA LIFE ASSURANCE Co 0.08% Add +4.0% 235,163 $43.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Add +2.5% 233,081 $42.4M
US Bancorp \de 0.05% Reduce -2.4% 230,635 $42.0M
Ofi Invest Asset Management 0.55% Add +40.8% 264,186 $42.0M
Janney Montgomery Scott LLC 0.10% Add +3.5% 229,750 $41.9M
State of Wisconsin Investment Board 0.09% Reduce -12.1% 225,134 $41.0M
Stack Financial Management, Inc 2.91% Reduce -0.1% 217,285 $39.6M
Osaic Holdings, Inc. 0.06% Add +0.3% 215,899 $39.4M
Commonwealth Equity Services, LLC 0.05% Reduce -0.9% 210,092 $38.3M
Advisory Resource Group 6.52% Reduce -12.7% 208,116 $37.9M
Blair William & Co. 0.11% Add +1.9% 206,924 $37.7M
DekaBank Deutsche Girozentrale 0.06% No change 199,461 $37.6M
O'shaughnessy Asset Management, LLC 0.19% Add +8.3% 204,654 $37.3M
Cerity Partners LLC 0.05% Reduce -42.8% 204,113 $37.2M
TCTC Holdings, LLC 1.05% Reduce -2.6% 202,528 $36.9M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -2.9% 201,009 $36.6M
Hikari Power Ltd 3.02% No change 190,330 $34.7M
Tran Capital Management, L.P. 4.75% New 189,901 $34.6M
CIBC Bancorp USA Inc. 0.05% — 188,736 $34.4M
Vanguard Investments Australia, Ltd. 0.10% — 187,708 $34.2M
NFJ Investment Group, LLC 1.29% Add +198.2% 186,564 $34.0M
Allianz Asset Management GmbH 0.04% Reduce -55.0% 181,779 $33.1M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.63% Reduce -5.7% 180,100 $32.8M
Natixis Advisors, LLC 0.05% Reduce -4.7% 178,216 $32.5M
Nisa Investment Advisors, LLC 0.12% Reduce -0.3% 178,031 $32.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +2.8% 177,529 $32.3M
Allspring Global Investments Holdings, LLC 0.05% Add +30.5% 181,468 $31.9M
Treasurer of the State of North Carolina 0.10% Add +2.2% 172,529 $31.4M
Royal London Asset Management Ltd. 0.07% Reduce -6.6% 171,097 $31.2M
Old Republic International Corp. 1.23% Reduce -39.4% 170,100 $31.0M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -8.0% 169,095 $30.8M
Asset Management One Co., Ltd. 0.09% Reduce -7.4% 167,584 $30.5M
New York State Common Retirement Fund 0.04% No change 163,500 $29.8M
MML Investors Services, LLC 0.08% Reduce -14.3% 158,624 $28.9M
Adams Natural Resources Fund, Inc. 3.28% No change 155,475 $28.3M
Bridgewater Associates 0.12% Add +166.4% 153,254 $27.9M
Captrust Financial Advisors 0.05% Reduce -1.2% 151,904 $27.7M
Rockefeller Capital Management L.P. 0.05% Add +0.2% 150,663 $27.4M
SIR Capital Management, L.P. 2.54% Add +39.4% 149,104 $27.2M
Nomura Asset Management Co. Ltd. 0.07% Reduce -1.4% 145,421 $26.5M
Torray Investment Partners LLC 4.03% Reduce -31.7% 141,031 $25.7M
Glenmede Trust Co. NA 0.13% Reduce -2.2% 140,173 $25.5M
Steward Partners Investment Advisory, LLC 0.13% Add +28.0% 139,646 $25.4M
F&V Capital Management, LLC 5.34% Add +0.6% 138,637 $25.3M
Cwm, LLC 0.07% Add +2.7% 136,709 $24.9M
State of New Jersey Common Pension Fund D 0.10% No change 136,511 $24.9M
Aberdeen Group plc 0.04% Add +6.8% 135,728 $24.7M
Keybank National Association 0.09% Reduce -0.0% 132,743 $24.2M
Wallington Asset Management, LLC 3.21% Reduce -2.9% 132,695 $24.2M
American Assets Investment Management, LLC 1.62% No change 130,800 $23.8M
Credit Agricole S A 0.08% Add +21.7% 128,939 $23.5M
Gabelli Funds LLC 0.16% Reduce -8.4% 128,900 $23.5M
Mercer Global Advisors Inc. 0.03% Add +16.2% 128,746 $23.5M
Fifth Third Bancorp 0.04% Add +543.7% 128,156 $23.3M
Worldquant Millennium Advisors LLC 0.09% Reduce -52.1% 127,641 $23.3M
Resona Asset Management Co.,Ltd. 0.12% Add +1.1% 126,880 $23.2M
State of Tennessee, Department of Treasury 0.08% Add +47.2% 124,668 $22.7M
Public Employees Retirement System of Ohio 0.07% Reduce -2.7% 124,328 $22.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +10.1% 123,707 $22.5M
Baird Financial Group, Inc. 0.04% Reduce -42.2% 122,794 $22.4M
Empowered Funds, LLC 0.14% New 122,663 $22.3M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -4.4% 144,581 $21.9M
Rafferty Asset Management, LLC 0.09% Add +7.0% 119,172 $21.7M
Toronto Dominion Bank 0.04% Reduce -12.3% 119,082 $21.7M
Kestra Private Wealth Services, LLC 0.27% Add +1.0% 118,118 $21.5M
Trexquant Investment LP 0.15% Add +188.4% 116,907 $21.3M
Hikari Tsushin, Inc. 1.47% Reduce -1.1% 116,848 $21.3M
Public Sector Pension Investment Board 0.07% Add +11.7% 114,579 $20.9M
Zurich Insurance Group Ltd 0.16% New 113,704 $20.7M
Verity & Verity, LLC 1.53% Add +3.3% 112,574 $20.5M
Arizona State Retirement System 0.12% Reduce -2.6% 110,422 $20.1M
Czech National Bank 0.13% Add +3.3% 109,734 $20.0M
Richard C. Young & CO., LTD. 1.65% Add +15.5% 108,194 $19.9M
Bollard Group LLC 0.61% Reduce -0.4% 109,270 $19.9M
GF Fund Management Co. LTD. 0.33% Add +13.8% 108,386 $19.7M
Alyeska Investment Group, L.P. 0.05% Reduce -78.3% 105,500 $19.2M
State of Michigan Retirement System 0.10% Reduce -0.3% 105,212 $19.2M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -3.5% 102,352 $18.6M
ExodusPoint Capital Management, LP 0.18% Add +60.6% 102,115 $18.6M
Pacific Heights Asset Management LLC 0.61% No change 100,000 $18.2M
Hamilton Capital Partners Inc. 0.61% Add +6.7% 99,867 $18.2M
Jones Financial Companies LLLP 0.01% Add +22.5% 94,994 $17.9M
OpenArc Corporate Advisory, LLC 0.25% Reduce -0.5% 97,680 $17.8M
D.A. Davidson & Co. 0.11% Reduce -0.8% 97,452 $17.8M
Associated Banc-Corp 0.47% Add +0.5% 97,319 $17.7M
CIBC Asset Management Inc 0.04% Add +1.5% 97,308 $17.7M
Oppenheimer Asset Management Inc. 0.20% Add +1.8% 96,515 $17.6M
MetLife Investment Management, LLC 0.09% Reduce -2.6% 95,446 $17.4M
Bank of Nova Scotia 0.03% Reduce -35.3% 94,725 $17.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +0.1% 93,858 $17.1M
DNB Asset Management AS 0.06% Add +9.3% 92,980 $16.9M
Eldred Rock Partners, LLC 4.26% Add +2.0% 91,834 $16.7M
Schwerin Boyle Capital Management Inc. 2.12% Reduce -3.1% 91,563 $16.7M
Great Lakes Advisors, LLC 0.14% Add +90.8% 90,528 $16.5M
Voya Investment Management LLC 0.02% Reduce -5.7% 89,786 $16.4M
Mattern Capital Management, LLC 1.93% Reduce -2.0% 88,599 $16.1M
Kestra Advisory Services, LLC 0.06% Reduce -1.2% 87,095 $15.9M
Panagora Asset Management Inc. 0.06% Add +1283.1% 87,036 $15.9M
Daiwa Securities Group Inc. 0.05% Reduce -0.1% 86,903 $15.8M
Daymark Wealth Partners, LLC 0.50% Reduce -0.2% 86,836 $15.8M
Lawson Kroeker Investment Management Inc. 4.61% Reduce -15.9% 86,599 $15.8M
Retirement Systems of Alabama 0.05% Reduce -0.2% 85,564 $15.6M
Viking Fund Management LLC 1.59% Reduce -2.3% 85,000 $15.5M
Susquehanna International Group, LLP 0.02% Reduce -69.0% 84,974 $15.5M
Amalgamated Bank 0.12% Add +2.2% 83,519 $15.2M
Skba Capital Management LLC 2.08% No change 83,235 $15.2M
HUB Investment Partners, LLC 0.37% Reduce -9.2% 82,802 $15.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +17.6% 82,755 $15.1M
Merewether Investment Management, LP 0.29% New 82,300 $15.0M
Sanctuary Advisors, LLC 0.08% Reduce -1.1% 81,916 $14.9M
Aventail Capital Group, LP 0.72% Reduce -36.9% 81,469 $14.8M
Venture Visionary Partners LLC 0.49% Reduce -15.8% 81,244 $14.8M
Bokf, NA 0.23% Add +10.7% 81,214 $14.8M
Tortoise Capital Advisors, L.L.C. 0.15% Reduce -26.3% 80,743 $14.7M
Ensign Peak Advisors, Inc 0.03% Add +18.4% 80,357 $14.6M
Martingale Asset Management L P 0.36% Add +1370.0% 79,721 $14.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +188.2% 79,467 $14.5M
Woodline Partners LP 0.05% Add +14.8% 78,919 $14.4M
Advisors Capital Management, LLC 0.17% Add +6.8% 78,838 $14.4M
Marco Investment Management LLC 1.07% Reduce -0.2% 77,511 $14.1M
Illinois Municipal Retirement Fund 0.18% Reduce -27.0% 77,510 $14.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.14% Add +7.5% 76,452 $13.9M
Horizon Investments, LLC 0.16% Add +20.7% 76,382 $13.9M
Guggenheim Capital LLC 0.11% Add +17.9% 75,551 $13.8M
Adell Harriman & Carpenter Inc. 0.84% Add +4.3% 75,320 $13.7M
Simmons Bank 0.92% Add +1.2% 75,232 $13.7M
Heritage Investors Management Corp. 0.41% Reduce -4.7% 74,457 $13.6M
Gotham Asset Management 0.04% Reduce -0.4% 74,274 $13.5M
ProShare Advisors LLC 0.02% Reduce -16.2% 73,847 $13.5M
Advisory Services Network, LLC 0.18% Reduce -3.3% 73,690 $13.4M
Energy Income Partners, LLC 0.22% Add +443.7% 73,405 $13.4M
Brown Advisory Inc. 0.02% Add +6.4% 72,735 $13.3M
Zacks Investment Management 0.11% Add +6.2% 72,664 $13.2M
Sienna Gestion 0.86% Add +594.6% 71,013 $13.2M
B. Metzler seel. Sohn & Co. AG 0.12% Reduce -0.2% 72,496 $13.2M
Calamos Advisors LLC 0.07% Add +4.4% 72,161 $13.1M
Vanguard Personalized Indexing Management, LLC 0.13% Add +9.4% 71,722 $13.1M
Wealthfront Advisers LLC 0.03% Add +1.4% 71,498 $13.0M
Bryn Mawr Trust Advisors, LLC 0.63% Reduce -4.5% 70,700 $12.9M
Xponance LLC 0.09% Add +15.2% 70,272 $12.8M
Visionary Wealth Advisors 0.56% Reduce -4.7% 69,768 $12.7M
Quadrature Capital Ltd 0.15% Add +566.7% 68,846 $12.5M
Sterling Capital Management LLC 0.24% Reduce -5.5% 68,720 $12.5M
Swiss Life Asset Management Ltd 0.06% Add +12.1% 68,509 $12.5M
Lighthouse Investment Partners, LLC 0.46% Reduce -1.3% 67,500 $12.3M
IFM Investors Pty Ltd 0.10% Add +7.6% 66,891 $12.2M
Osborne Partners Capital Management, LLC 0.64% Reduce -2.1% 66,252 $12.1M
Pathstone Holdings, LLC 0.05% Reduce -1.6% 65,623 $12.0M
Nomura Asset Management International Inc. 0.02% Reduce -57.0% 65,523 $11.9M
Utah Retirement Systems 0.12% Reduce -2.4% 65,494 $11.9M
Campbell & CO Investment Adviser LLC 0.67% Add +976.7% 64,718 $11.8M
Concurrent Investment Advisors, LLC 0.13% Add +13.8% 64,489 $11.7M
Eurizon Capital SGR S.p.A. 0.04% Reduce -1.7% 63,774 $11.6M
First Manhattan Co. Llc. 0.03% Add +14.8% 63,700 $11.6M
Police & Firemen's Retirement System of New Jersey 0.10% Add +1.3% 62,207 $11.3M
Allworth Financial LP 0.05% Add +0.3% 61,865 $11.3M
Foundation Resource Management Inc. 1.27% Reduce -1.6% 61,813 $11.3M
Nordwand Advisors, LLC 1.95% Add +5.1% 61,296 $11.2M
Man Group plc 0.02% Add +14.1% 60,749 $11.1M
Rakuten Investment Management, Inc. 0.02% Add +12.7% 59,798 $11.1M
LBP Am SA 0.15% Add +7.3% 60,492 $11.0M
Ilmarinen Mutual Pension Insurance Co 0.09% New 60,000 $10.9M
Advisors Asset Management, Inc. 0.18% Add +11.8% 59,367 $10.8M
TD Waterhouse Canada Inc. 0.03% Add +3.0% 60,091 $10.5M
Cypress Capital Group 1.18% Reduce -0.7% 57,688 $10.5M
NEOS Investment Management LLC 0.05% Add +5.6% 57,642 $10.5M
AG2R La Mondiale Gestion D'actifs 0.47% Add +1.3% 56,853 $10.4M
Telos Capital Management, Inc. 0.99% Reduce -1.8% 56,791 $10.3M
MAI Capital Management 0.06% Add +5.6% 56,365 $10.3M
New York Life Investment Management LLC 0.09% Add +1.3% 55,999 $10.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -22.4% 55,531 $10.1M
Macquarie Group Ltd. 0.06% Add +0.9% 55,477 $10.1M
First Fiduciary Investment Counsel, Inc. 2.03% Reduce -1.0% 55,398 $10.1M
USS Investment Management Ltd 0.04% No change 55,077 $10.0M
Van Lanschot Kempen Investment Management N.V. 0.09% Reduce -6.2% 53,816 $9.8M
Icon Advisers Inc. 2.29% No change 53,417 $9.7M
Generali Asset Management SPA SGR 0.20% Reduce -5.9% 53,307 $9.7M
Natixis 0.04% Reduce -87.8% 52,438 $9.6M
CCM Investment Advisers LLC 0.91% Reduce -44.8% 52,177 $9.5M
Commerce Bank 0.05% Add +12.3% 52,002 $9.5M
ING Groep NV 0.06% Add +12.8% 51,965 $9.5M
Teachers Retirement System of the State of Kentucky 0.07% Add +60.9% 51,960 $9.5M
Yousif Capital Management, LLC 0.11% Reduce -3.2% 51,943 $9.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +2.0% 51,866 $9.4M
Nissay Asset Management Corp. /Japan 0.05% Add +1.1% 51,637 $9.4M
Hosking Partners LLP 0.34% New 51,582 $9.4M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.1% 51,288 $9.3M
Schroder Investment Management Group 0.01% Add +32.7% 50,767 $9.2M
Rothschild Investment LLC 0.48% Add +21.2% 50,161 $9.1M
RBF Capital, LLC 0.45% No change 50,000 $9.1M
Thrivent Financial for Lutherans 0.02% Reduce -4.1% 49,311 $9.0M
Stablepoint Partners, LLC 1.32% Add +0.5% 48,615 $8.9M
Spirit of America Management Corp. 1.74% Reduce -1.1% 48,486 $8.8M
Kornitzer Capital Management Inc. 0.19% Reduce -1.0% 48,264 $8.8M
Aptus Capital Advisors, LLC 0.07% Add +0.1% 48,204 $8.8M
Leavell Investment Management, Inc. 0.35% Add +1.7% 47,262 $8.6M
Mirador Capital Partners LP 1.21% Reduce -6.9% 47,045 $8.6M
Providence Capital Advisors, LLC 1.38% New 46,500 $8.5M
Royal Fund Management, LLC 0.81% Reduce -14.1% 46,312 $8.4M
Scissortail Wealth Management, LLC 1.69% Reduce -2.8% 46,170 $8.4M
Oregon Public Employees Retirement Fund 0.11% No change 46,160 $8.4M
Beacon Pointe Advisors, LLC 0.04% Add +15.8% 45,516 $8.3M
QRG Capital Management, Inc. 0.09% Add +136.9% 45,409 $8.3M
Salem Investment Counselors Inc. 0.24% Reduce -1.4% 45,404 $8.3M
McDonald Partners LLC 1.94% Add +149.6% 45,090 $8.2M
Wesbanco Bank Inc. 0.23% Reduce -1.2% 44,895 $8.2M
Allstate Corp. 0.09% Add +43.0% 44,325 $8.1M
Verition Fund Management LLC 0.08% Add +491.0% 44,101 $8.0M
Level Four Advisory Services, LLC 0.26% Reduce -8.4% 43,985 $8.0M
Kingsview Wealth Management, LLC 0.11% Add +1.7% 43,721 $8.0M
SG Americas Securities, LLC 0.01% Reduce -84.8% 43,554 $7.9M
Atlantic Union Bankshares Corp 0.15% Reduce -2.8% 43,058 $7.8M
Mutual of America Capital Management LLC 0.09% Reduce -0.9% 42,849 $7.8M
Disciplined Investments, LLC 2.80% Reduce -6.0% 42,781 $7.8M
Canal Insurance CO 1.66% No change 42,500 $7.7M
Vontobel Holding Ltd. 0.03% Add +7.3% 42,377 $7.7M
Trajan Wealth LLC 0.31% Add +0.6% 42,224 $7.7M
Sovereign Investment Advisors, LLC 1.63% Add +0.5% 42,129 $7.7M
Rodgers Brothers Inc. 0.88% Reduce -32.6% 41,948 $7.6M
Oppenheimer & Co. Inc. 0.09% Reduce -5.4% 41,684 $7.6M
Alley Investment Management Company, LLC 0.92% Reduce -1.3% 41,647 $7.6M
Coldstream Capital Management Inc. 0.09% Add +3.7% 41,492 $7.6M
Lido Advisors, LLC 0.03% Reduce -11.7% 41,460 $7.6M
Arkadios Wealth Advisors 0.12% Reduce -4.0% 41,439 $7.5M
King Luther Capital Management Corp. 0.03% Reduce -1.1% 41,397 $7.5M
Kesler, Norman & Wride, LLC 1.29% Reduce -0.1% 41,170 $7.5M
Heritage Trust Co 0.75% Reduce -0.6% 40,774 $7.4M
True Freedom Investing, LLC 0.57% Add +3.4% 40,572 $7.4M
Texas Yale Capital Corp. 0.21% No change 40,323 $7.3M
Navellier & Associates Inc. 0.76% Reduce -3.6% 40,267 $7.3M
AlTi Global, Inc. 0.16% No change 42,629 $7.3M
Artemis Investment Management LLP 0.08% New 39,910 $7.3M
State of Alaska, Department of Revenue 0.08% Reduce -0.6% 39,765 $7.2M
Huntington National Bank 0.05% Add +4.9% 39,729 $7.2M
Altrius Capital Management Inc 1.43% Reduce -1.7% 39,344 $7.2M
Cutler Investment Counsel LLC 0.74% New 39,285 $7.2M
Janus Henderson Group PLC 0.00% Add +71.8% 39,267 $7.2M
Montgomery Investment Management Inc. 2.41% Reduce -0.5% 38,699 $7.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1.2% 38,227 $7.0M
HB Wealth Management, LLC 0.04% Add +10.5% 38,070 $6.9M
Park Avenue Securities LLC 0.05% Reduce -6.4% 38,053 $6.9M
MidFirst Bank 0.57% Reduce -1.1% 37,953 $6.9M
Virginia Wealth Management Group, Inc. 3.67% Add +22.6% 37,656 $6.9M
HM Payson & Co. 0.10% Reduce -10.8% 37,624 $6.9M
Old National Bancorp 0.11% Reduce -0.5% 37,575 $6.8M
San Luis Wealth Advisors LLC 1.13% Reduce -8.9% 37,375 $6.8M
Parsons Capital Management Inc. 0.31% Add +43.7% 37,324 $6.8M
Sequoia Financial Advisors, LLC 0.04% Add +1.6% 37,182 $6.8M
Jain Global LLC 0.09% Reduce -62.1% 36,568 $6.7M
KBC Group NV 0.02% No change 36,565 $6.7M
Pinnacle Financial Partners, Inc. 0.05% Add +29.1% 36,547 $6.7M
Ancora Advisors LLC 0.14% Reduce -0.9% 36,331 $6.6M
NewSquare Capital LLC 0.58% Reduce -1.4% 36,288 $6.6M
Brady Family Wealth, LLC 2.06% Add +4.1% 36,218 $6.6M
OMERS ADMINISTRATION Corp 0.04% Add +19.5% 36,146 $6.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.0% 35,984 $6.6M
United Capital Financial Advisors, LLC 0.04% Reduce -1.2% 35,942 $6.5M
Dakota Wealth Management 0.14% Reduce -23.4% 35,747 $6.5M
Merit Financial Group, LLC 0.05% Add +13.3% 35,746 $6.5M
Farmers & Merchants Investments Inc. 0.18% Reduce -0.6% 35,597 $6.5M
Kenora Financial, LLC 2.22% No change 34,757 $6.3M
Compass Wealth Management LLC 1.56% Reduce -7.6% 34,737 $6.3M
Ticino Wealth 2.19% Reduce -10.9% 33,194 $6.3M
Community Bank & Trust, Waco, Texas 1.25% Add +1.9% 34,497 $6.3M
Nkcfo LLC 1.86% Add +20.3% 34,475 $6.3M
UniSuper Management Pty Ltd 0.04% Reduce -4.6% 34,447 $6.3M
Prospera Financial Services Inc 0.10% Reduce -0.1% 34,422 $6.3M
Waverly Advisors, LLC 0.05% Reduce -1.3% 34,340 $6.3M
Cary Street Partners Financial LLC 0.15% Reduce -1.1% 34,298 $6.2M
Independent Advisor Alliance 0.07% Add +5.8% 34,182 $6.2M
iA Global Asset Management Inc. 0.09% New 34,170 $6.2M
Convergence Investment Partners, LLC 1.02% Add +50.0% 34,038 $6.2M
SevenBridge Financial Group, LLC 0.97% Reduce -0.1% 38,469 $6.2M
Alpha Omega Wealth Management LLC 1.00% Reduce -13.6% 33,820 $6.2M
Martin Capital Partners, LLC 2.28% Reduce -0.2% 33,721 $6.1M
Pinnacle Associates Ltd. 0.08% Reduce -5.3% 33,413 $6.1M
Meyer Handelman Co. 0.19% No change 33,072 $6.0M
Private Advisor Group, LLC 0.03% Add +1.6% 33,071 $6.0M
Colonial Trust Advisors 0.46% Reduce -2.2% 32,536 $5.9M
Readystate Asset Management LP 0.61% New 32,406 $5.9M
Chatham Capital Group, Inc. 0.85% Reduce -0.1% 32,280 $5.9M
Composition Wealth, LLC 0.08% Reduce -2.1% 32,117 $5.9M
Corigliano Investment Advisers, LLC 2.28% New 32,000 $5.8M
Stratos Investment Management, LLC 0.23% Reduce -3.2% 31,672 $5.8M
Gladstone Institutional Advisory LLC 0.21% Reduce -7.2% 31,386 $5.7M
Canada Post Corp Registered Pension Plan 0.23% Add +15.4% 31,297 $5.7M
Focus Partners Advisor Solutions, LLC 0.06% Add +8.2% 31,183 $5.7M
Gulf International Bank (UK) Ltd 0.13% Add +51.5% 31,108 $5.7M
Catherine Avery Investment Management LLC 2.53% Add +33.5% 30,991 $5.6M
Benjamin Edwards Inc. 0.06% Reduce -0.2% 30,942 $5.6M
Mesirow Financial Investment Management, Inc. 0.09% Add +103.9% 30,802 $5.6M
Glass Wealth Management Co LLC 2.15% Add +2.7% 30,399 $5.5M
Elo Mutual Pension Insurance Co 0.09% New 30,347 $5.5M
Pinkerton Wealth, LLC 0.50% Reduce -1.1% 42,791 $5.5M
Carnegie Investment Counsel 0.11% Reduce -0.4% 30,140 $5.5M
First American Bank 0.34% Add +0.5% 29,949 $5.5M
D. E. Shaw & Co. 0.00% Add +612.0% 29,386 $5.4M
IHT Wealth Management, LLC 0.12% Add +91.3% 29,318 $5.3M
OP Asset Management Ltd 0.05% Reduce -6.5% 29,286 $5.3M
Norinchukin Bank, The 0.06% Add +0.1% 29,056 $5.3M
Investment Management Corp of Ontario 0.07% Reduce -16.0% 28,835 $5.3M
UMB Bank, n.a. 0.07% Reduce -6.0% 28,591 $5.2M
Wedbush Securities Inc. 0.15% Reduce -1.4% 28,519 $5.2M
Cardinal Capital Management 0.67% Add +0.2% 28,519 $5.2M
Fulcrum Asset Management LLP 0.77% New 27,667 $5.1M
OneDigital Investment Advisors LLC 0.05% Reduce -3.6% 27,805 $5.1M
DRW Securities, LLC 0.28% New 27,748 $5.1M
Nations Financial Group Inc, /Ia/ 0.26% Reduce -15.0% 27,738 $5.1M
Farther Finance Advisors, LLC 0.05% Reduce -7.4% 28,683 $5.0M
Colonial Trust Co / SC 0.68% Reduce -1.0% 27,527 $5.0M
Parr McKnight Wealth Management Group, LLC 0.65% Reduce -24.8% 27,226 $5.0M
First Financial Bankshares Inc 0.10% Reduce -5.7% 27,202 $5.0M
Jane Street Group, LLC 0.01% Add +67.1% 27,192 $5.0M
Ellerson Group Inc. 3.21% Reduce -6.4% 26,856 $4.9M
Principle Wealth Partners LLC 0.27% Add +0.1% 26,228 $4.8M
Ramirez Asset Management, Inc. 0.57% Add +4.8% 26,202 $4.8M
German American Bancorp, Inc. 0.41% Reduce -8.7% 26,031 $4.7M
Beacon Financial Group 0.47% Reduce -3.3% 26,009 $4.7M
Citizens National Bank Trust Department 0.78% Reduce -0.7% 25,871 $4.7M
DAVENPORT & Co LLC 0.03% Reduce -3.0% 25,712 $4.7M
BTC Capital Management, Inc. 0.32% Add +9.3% 25,641 $4.7M
Summit Trail Advisors, LLC 0.07% Add +19.8% 25,364 $4.6M
Americana Partners, LLC 0.12% Add +14.8% 25,347 $4.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +58.9% 25,306 $4.6M
O'Keefe Stevens Advisory, Inc. 1.14% Add +1.1% 25,284 $4.6M
Metis Global Partners, LLC 0.11% Reduce -4.9% 25,156 $4.6M
CENTRAL TRUST Co 0.09% Reduce -3.3% 25,043 $4.6M
Praxis Investment Management Inc. 0.28% Reduce -12.4% 25,043 $4.6M
Jump Financial, LLC 0.07% Add +755.4% 25,013 $4.6M
Rockline Wealth Management, LLC 0.99% Reduce -1.3% 24,925 $4.5M
Brevan Howard Capital Management LP 0.05% Add +275.6% 24,894 $4.5M
Orion Porfolio Solutions, LLC 0.04% Reduce -13.2% 24,439 $4.5M
Mader & Shannon Wealth Management, Inc. 2.06% Add +18.2% 24,429 $4.5M
Mizuho Securities USA LLC 0.10% Reduce -17.0% 24,358 $4.4M
MH & Associates Securities Management Corp. 3.87% Reduce -18.3% 24,316 $4.4M
Equitable Holdings, Inc. 0.03% Add +81.9% 29,514 $4.4M
Integrated Wealth Concepts LLC 0.04% Add +153.8% 24,091 $4.4M
Abn Amro Investment Solutions 0.06% Add +15.1% 24,041 $4.4M
Johnson Investment Counsel Inc. 0.04% Reduce -3.3% 23,729 $4.3M
Choreo, LLC 0.05% Reduce -0.1% 23,681 $4.3M
Candriam S.C.A. 0.02% Add +3.0% 23,639 $4.3M
Quotient Wealth Partners, LLC 0.11% Reduce -22.5% 23,545 $4.3M
U.S. Capital Wealth Advisors, LLC 0.11% Reduce -9.0% 23,182 $4.2M
Azzad Asset Management Inc. 0.43% Add +1.1% 23,095 $4.2M
Walleye Capital LLC 0.03% Add +13.4% 23,050 $4.2M
XTX Topco Ltd 0.07% Add +41.1% 22,948 $4.2M
Hartford Investment Management Co. 0.13% Reduce -1.5% 22,914 $4.2M
Baxter Bros Inc. 0.51% Reduce -6.1% 22,846 $4.2M
First National Bank of Omaha 0.13% Reduce -3.3% 22,752 $4.2M
Equitable Trust Co. 0.19% Add +0.5% 22,344 $4.1M
Cheviot Value Management, LLC 0.41% Add +0.8% 22,334 $4.1M
Crossmark Global Holdings, Inc. 0.06% Reduce -2.4% 22,141 $4.0M
Diversified Trust Co. 0.07% Reduce -23.3% 22,121 $4.0M
Exencial Wealth Advisors, LLC 0.12% Reduce -2.0% 21,959 $4.0M
Community Bank, N.A. 0.48% Reduce -2.1% 21,927 $4.0M
Tocqueville Asset Management L.P. 0.06% Reduce -4.8% 21,822 $4.0M
Wisconsin Capital Management LLC 2.17% Add +26.1% 21,702 $4.0M
Tidal Investments LLC 0.01% Add +29.4% 21,538 $3.9M
KMG Fiduciary Partners, LLC 0.29% Add +0.6% 21,413 $3.9M
Somerset Trust Co 1.19% Add +1.4% 21,238 $3.9M
Tokio Marine Asset Management Co. Ltd. 0.14% Add +0.3% 21,164 $3.9M
Franklin, Parlapiano, Turner & Welch, LLC 0.92% Add +1.7% 24,155 $3.9M
Brighton Jones LLC 0.08% New 21,109 $3.8M
Ameritas Investment Partners, Inc. 0.12% Reduce -1.3% 21,052 $3.8M
Kentucky Retirement Systems 0.28% Add +93.4% 49,499 $3.8M
Vident Advisory, LLC 0.03% Add +27.5% 20,872 $3.8M
Argyle Capital Management, LLC 1.24% No change 20,867 $3.8M
DCM Advisors, LLC 1.73% Reduce -0.4% 20,845 $3.8M
Huntleigh Advisors, Inc. 0.65% Add +6.2% 20,837 $3.8M
Mitchell & Pahl Private Wealth, LLC 1.53% Add +0.0% 20,687 $3.8M
Louisiana State Employees Retirement System 0.07% Reduce -0.5% 20,500 $3.7M
Pacer Advisors, Inc. 0.01% Reduce -50.6% 20,173 $3.7M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -1.2% 20,155 $3.7M
Maryland State Retirement & Pension System 0.07% No change 20,151 $3.7M
Legato Capital Management LLC 0.33% Add +54.6% 20,000 $3.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -23.5% 19,976 $3.6M
Q3 Asset Management 0.88% New 19,648 $3.6M
Midwest Trust Co 0.05% Reduce -1.3% 19,880 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +59.0% 19,703 $3.6M
First Nebraska Trust Co 0.33% Reduce -0.3% 19,793 $3.6M
IFP Advisors, Inc 0.07% Add +103.7% 19,719 $3.6M
Agman Capital LLC 2.86% Reduce -15.8% 19,702 $3.6M
Farringdon Capital, Ltd. 0.78% New 19,535 $3.6M
Silvercrest Asset Management Group LLC 0.03% Reduce -4.8% 19,506 $3.6M
NorthCrest Asset Manangement, LLC 0.11% Reduce -25.6% 20,143 $3.5M
Becker Capital Management Inc. 0.10% Reduce -0.8% 19,191 $3.5M
Savant Capital, LLC 0.02% Add +6.2% 19,174 $3.5M
SWS Partners 0.86% Reduce -2.0% 19,146 $3.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -1.0% 19,096 $3.5M
Prime Capital Investment Advisors, LLC 0.04% Add +14.1% 19,090 $3.5M
Profund Advisors LLC 0.13% Add +35.3% 19,060 $3.5M
Mediolanum International Funds Ltd 0.04% Add +1.2% 18,611 $3.4M
City Holding Co. 0.43% Add +1.5% 18,833 $3.4M
Cullen/Frost Bankers, Inc. 0.04% Reduce -6.6% 18,779 $3.4M
Sendero Wealth Management, LLC 0.38% Reduce -18.3% 18,681 $3.4M
International Assets Investment Management, LLC 0.24% Reduce -15.7% 19,374 $3.4M
Caldwell Trust Co 0.30% Add +6.8% 18,575 $3.4M
Entropy Technologies, LP 0.16% New 18,554 $3.4M
Laird Norton Wetherby Trust Company, LLC 0.07% Add +0.1% 18,543 $3.4M
New Mexico Educational Retirement Board 0.10% No change 18,528 $3.4M
GC Wealth Management RIA, LLC 0.14% Reduce -4.3% 18,481 $3.4M
Atria Investments, Inc 0.04% Add +4.0% 18,413 $3.4M
Geneos Wealth Management Inc. 0.08% Reduce -13.5% 18,367 $3.3M
Gateway Investment Advisers LLC 0.04% Add +34.2% 18,244 $3.3M
Bank Ozk 1.17% Add +8.1% 18,223 $3.3M
Cherokee Insurance Co 1.26% No change 18,150 $3.3M
Argonautica Private Wealth Management, Inc. 0.99% Reduce -2.5% 17,959 $3.3M
Cresset Asset Management, LLC 0.01% Reduce -8.7% 17,654 $3.2M
EP Wealth Advisors, LLC 0.02% Reduce -4.1% 17,633 $3.2M
Procyon Advisors, LLC 0.16% Reduce -1.0% 17,442 $3.2M
New Age Alpha Advisors, LLC 0.15% Reduce -20.4% 17,387 $3.2M
Westwood Holdings Group Inc. 0.02% Add +34.9% 17,378 $3.2M
Machina Capital S.A.S. 0.62% Add +130.0% 17,282 $3.1M
Caprock Group, LLC 0.08% Reduce -5.9% 17,267 $3.1M
Clifford Swan Investment Counsel LLC 0.11% No change 17,252 $3.1M
Bartlett & Co. Wealth Management LLC 0.04% Add +3.3% 17,577 $3.1M
Ethic Inc. 0.05% Add +2.3% 17,195 $3.1M
Brookstone Capital Management 0.04% Reduce -6.3% 17,140 $3.1M
Wilmington Savings Fund Society, FSB 0.07% Reduce -1.7% 17,137 $3.1M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -4.0% 17,016 $3.1M
Mutual Advisors, LLC 0.07% Reduce -1.6% 16,983 $3.1M
Opus Investment Management Inc. 1.84% Reduce -50.0% 16,900 $3.1M
Twin Capital Management Inc. 0.40% Add +0.1% 16,886 $3.1M
Dark Forest Capital Management LP 0.27% New 16,817 $3.1M
Brooklyn Investment Group 0.10% Add +12.7% 16,776 $3.1M
PFW Advisors LLC 0.96% Reduce -2.2% 16,771 $3.1M
Northside Capital Management, LLC 0.27% No change 16,725 $3.0M
Auxier Asset Management LLC 0.44% Reduce -0.6% 16,633 $3.0M
Osmosis Investment Management UK Ltd 0.08% Reduce -1.1% 16,599 $3.0M
MUFG Securities EMEA plc 0.04% No change 16,518 $3.0M
Koshinski Asset Management, Inc. 0.19% Add +3.8% 16,481 $3.0M
Patten & Patten Inc. 0.18% Reduce -1.4% 16,363 $3.0M
Stock Yards Bank & Trust Co. 0.09% Reduce -4.1% 16,285 $3.0M
Intech Investment Management LLC 0.03% Add +31.3% 16,235 $3.0M
Engineers Gate Manager LP 0.04% Reduce -39.7% 16,231 $3.0M
TBH Global Asset Management, LLC 0.59% Add +0.4% 16,185 $2.9M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -37.4% 16,171 $2.9M
Birch Financial Group, LLC 1.72% Reduce -0.0% 16,134 $2.9M
Herold Advisors, Inc. 0.65% Reduce -0.6% 16,121 $2.9M
GAMMA Investing LLC 0.14% Add +9.1% 16,076 $2.9M
Capital Advisors Inc. 0.05% Add +2.3% 16,062 $2.9M
Pathway Financial Advisers, LLC 0.83% Add +33.5% 16,022 $2.9M
Great Lakes Retirement, Inc. 0.30% Add +0.8% 15,982 $2.9M
Foundations Investment Advisors, LLC 0.04% Add +3.7% 15,944 $2.9M
Neville Rodie & Shaw Inc. 0.21% Reduce -1.2% 15,931 $2.9M
Aquatic Capital Management LLC 0.08% Reduce -21.3% 15,888 $2.9M
Keystone Wealth Services, LLC 0.62% Add +0.5% 15,820 $2.9M
Private Management Group Inc. 0.08% Reduce -0.3% 15,759 $2.9M
Regions Financial Corp. 0.02% Add +1.7% 15,639 $2.8M
Flputnam Investment Management Co. 0.04% Add +391.6% 15,480 $2.8M
XML Financial, LLC 0.23% Reduce -5.4% 15,400 $2.8M
Independent Solutions Wealth Management, LLC 0.41% Add +0.2% 15,375 $2.8M
AIA Group Ltd 0.04% Add +558.7% 15,314 $2.8M
Bleakley Financial Group, LLC 0.04% Add +5.8% 15,256 $2.8M
HBK Sorce Advisory LLC 0.06% Reduce -8.4% 16,161 $2.8M
AE Wealth Management LLC 0.01% Add +23.6% 15,211 $2.8M
Nomura Holdings Inc. 0.02% Reduce -27.5% 15,204 $2.8M
Western Wealth Management, LLC 0.11% Add +247.4% 15,202 $2.8M
Mattern Wealth Management LLC 0.54% Add +0.2% 15,153 $2.8M
Balyasny Asset Management L.P. 0.01% Add +53.4% 15,075 $2.7M
RFG Advisory, LLC 0.05% Reduce -4.2% 14,990 $2.7M
Empirical Finance, LLC 0.13% Reduce -0.3% 14,930 $2.7M
Saudi Central Bank 0.06% New 14,872 $2.7M
Infrastructure Capital Advisors, LLC 0.38% Reduce -66.0% 14,865 $2.7M
Elevation Point Wealth Partners, LLC 0.06% Add +40.1% 14,846 $2.7M
Great Valley Advisor Group, Inc. 0.05% Add +0.8% 14,846 $2.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.14% Reduce -14.0% 14,720 $2.7M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -15.2% 14,710 $2.7M
First National Advisers, LLC 0.39% Reduce -14.1% 14,658 $2.7M
Summit Financial, LLC 0.03% Reduce -18.1% 14,657 $2.7M
Flagship Capital Management Inc. 1.95% Reduce -0.2% 14,581 $2.7M
Alkeme Wealth, LLC 1.08% Reduce -1.0% 14,575 $2.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 14,546 $2.6M
Stephens Inc. 0.03% Add +1.0% 14,463 $2.6M
Curbstone Financial Management Corp 0.50% Reduce -0.7% 14,454 $2.6M
Vise Technologies, Inc. 0.05% No change 20,327 $2.6M
YHB Investment Advisors, Inc. 0.19% Add +1.1% 14,335 $2.6M
Axxcess Wealth Management, LLC 0.08% Add +26.6% 14,288 $2.6M
SouthState Bank Corp 0.12% Add +0.0% 14,280 $2.6M
Wilkins Investment Counsel Inc. 0.37% Reduce -0.3% 14,068 $2.6M
GAMCO Investors 0.03% Reduce -1.0% 14,039 $2.6M
TD Private Client Wealth LLC 0.05% Add +6.4% 13,915 $2.5M
Harvest Portfolios Group Inc. 0.04% Add +1.1% 13,862 $2.5M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -7.8% 13,789 $2.5M
Marion Wealth Management 0.56% Reduce -5.1% 13,725 $2.5M
Avantax Planning Partners, Inc. 0.07% Reduce -5.2% 13,644 $2.5M
Segment Wealth Management, LLC 0.15% Reduce -3.1% 13,631 $2.5M
Vestmark Advisory Solutions, Inc. 0.03% Add +29.7% 13,627 $2.5M
PFG Investments, LLC 0.12% Reduce -2.7% 13,600 $2.5M
Meeder Advisory Services, Inc. 0.10% Add +6.2% 13,596 $2.5M
Apollon Wealth Management, LLC 0.04% Add +1.7% 13,521 $2.5M
Bessemer Group Inc. 0.00% Add +6.4% 13,450 $2.5M
Everett Harris & Co. 0.03% Reduce -1.3% 13,440 $2.4M
Chicago Partners Investment Group LLC 0.05% Add +29.9% 15,205 $2.4M
Haverford Trust Co 0.02% Reduce -5.8% 13,280 $2.4M
Paragon Capital Management LLC 1.19% Add +0.8% 13,234 $2.4M
CWC Advisors, LLC. 1.13% Reduce -1.0% 13,041 $2.4M
Flavin Financial Services, Inc. 1.60% Add +1.8% 13,030 $2.4M
Nicholson Wealth Management Group, LLC 1.37% Reduce -2.7% 12,905 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.1% 12,893 $2.3M
Tower Research Capital LLC (TRC) 0.06% Add +144.3% 12,839 $2.3M
Parcion Private Wealth LLC 0.14% Reduce -1.6% 12,831 $2.3M
Genus Capital Management Inc. 0.27% Reduce -3.8% 12,725 $2.3M
Rowlandmiller & Partners.adv 0.47% Reduce -1.6% 12,675 $2.3M
Counterweight Ventures, LLC 1.29% Reduce -7.7% 12,645 $2.3M
Ar Asset Management Inc. 0.45% No change 12,600 $2.3M
Valeo Financial Advisors, LLC 0.05% Reduce -15.2% 12,589 $2.3M
Mgo One Seven LLC 0.05% Add +4.4% 12,471 $2.3M
EverSource Wealth Advisors, LLC 0.07% Add +31.9% 12,446 $2.3M
Private Capital Management, LLC 0.23% Reduce -7.5% 12,404 $2.3M
Tweedy, Browne Co LLC 0.18% Reduce -1.1% 12,367 $2.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% New 12,200 $2.2M
Principal Securities, Inc. 0.03% Add +9.1% 12,077 $2.2M
Carret Asset Management, LLC 0.22% No change 12,076 $2.2M
Hancock Whitney Corp. 0.04% Reduce -0.1% 12,265 $2.2M
Burney Co./ 0.07% Reduce -17.3% 12,061 $2.2M
Life Cycle Investment Partners Ltd 0.01% New 12,024 $2.2M
Evercore Wealth Management, LLC 0.03% Reduce -0.4% 11,988 $2.2M
River Wealth Advisors LLC 0.25% Reduce -11.9% 11,910 $2.2M
Crescent Sterling, Ltd. 2.10% Reduce -1.4% 11,889 $2.2M
Weaver C. Barksdale & Associates, Inc. 2.06% Add +6.1% 11,885 $2.2M
Caitong International Asset Management Co., Ltd 0.40% New 11,841 $2.2M
Carlson Capital, L.P. 0.85% Add +256.3% 11,757 $2.1M
Wedmont Private Capital 0.07% Add +8.8% 12,719 $2.1M
Williams Jones Wealth Management, LLC. 0.03% Add +0.1% 11,724 $2.1M
World Investment Advisors 0.03% Reduce -5.9% 11,676 $2.1M
North Dakota State Investment Board 0.09% Reduce -16.5% 11,674 $2.1M
Hilltop National Bank 0.51% Reduce -0.4% 11,673 $2.1M
Citizens Financial Group Inc. 0.03% Add +41.5% 11,659 $2.1M
Jacobi Capital Management LLC 0.12% Add +0.4% 11,642 $2.1M
Krilogy Financial LLC 0.07% Reduce -10.3% 12,924 $2.1M
Red Cedar Investment Management, LLC 0.22% Reduce -0.6% 11,528 $2.1M
Nicolet Bankshares Inc. 0.08% Add +485.5% 11,540 $2.1M
Fruth Investment Management 0.51% Reduce -3.2% 11,248 $2.0M
Boyd Watterson Asset Management LLC 0.63% No change 11,237 $2.0M
Dynamic Advisor Solutions LLC 0.06% Add +2.7% 11,211 $2.0M
Avidian Wealth Enterprises, LLC 0.06% Add +21.7% 11,188 $2.0M
Columbia Bank 0.58% Reduce -4.5% 11,176 $2.0M
Mufg Securities Americas Inc. 0.13% Add +2.7% 11,149 $2.0M
Moors & Cabot, Inc. 0.09% Add +7.6% 11,073 $2.0M
Parallel Advisors, LLC 0.04% Add +4.5% 11,037 $2.0M
Encore Global Management, LP 1.40% — 11,000 $2.0M
Greenleaf Trust 0.02% Add +18.0% 10,958 $2.0M
Securian Asset Management, Inc. 0.08% No change 10,956 $2.0M
MCF Advisors LLC 0.09% Add +67.7% 10,915 $2.0M
Snowden Capital Advisors LLC 0.05% Reduce -1.7% 10,893 $2.0M
Inscription Capital, LLC 0.21% Reduce -9.4% 10,754 $2.0M
Independent Financial Group, LLC 0.04% Reduce -8.6% 10,754 $2.0M
Kentucky Retirement Systems Insurance Trust Fund 0.13% No change 10,728 $2.0M
Clearstead Advisors, LLC 0.02% Reduce -12.5% 10,664 $1.9M
Sowell Financial Services LLC 0.07% Reduce -5.4% 10,653 $1.9M
William B. Walkup & Associates, Inc. 1.15% Reduce -0.7% 15,662 $1.9M
Intrust Bank NA 0.16% Add +5.9% 10,519 $1.9M
Shelton Capital Management 0.04% Reduce -8.7% 10,508 $1.9M
First Interstate Bank 0.11% Reduce -9.3% 10,477 $1.9M
Bull Harbor Capital LLC 0.51% — 10,428 $1.9M
Bangor Savings Bank 0.15% Reduce -0.8% 10,379 $1.9M
Cannell & Spears LLC 0.04% Reduce -13.6% 10,370 $1.9M
Harbour Investments, Inc. 0.03% Add +153.9% 10,355 $1.9M
Bragg Financial Advisors, Inc 0.06% Reduce -0.7% 10,328 $1.9M
Fisher Asset Management 0.00% Reduce -15.8% 10,286 $1.9M
Thoroughbred Financial Services, LLC 0.11% Reduce -0.4% 10,266 $1.9M
Smith Group Asset Management, LLC 0.09% No change 10,154 $1.8M
Monetta Financial Services Inc. 1.43% No change 10,100 $1.8M
Verdence Capital Advisors LLC 0.11% Add +0.5% 10,058 $1.8M
Harfst & Associates, Inc. 0.33% Add +2.9% 10,018 $1.8M
Union Bancaire Privee, UBP SA 0.03% New 10,936 $1.8M
Beese Fulmer Investment Management, Inc. 0.12% Reduce -1.1% 9,963 $1.8M
Delta Financial Advisors LLC 0.47% Add +0.0% 9,958 $1.8M
Avior Wealth Management, LLC 0.05% Add +1.0% 9,911 $1.8M
Icon Wealth Advisors, LLC 0.12% Add +18.2% 10,386 $1.8M
Wahed Invest LLC 0.23% Reduce -6.8% 9,884 $1.8M
AlphaCore Capital LLC 0.04% Add +11.0% 9,879 $1.8M
Curi Capital, LLC 0.03% Reduce -36.7% 9,837 $1.8M
Donoghue Forlines LLC 0.50% Reduce -4.9% 9,829 $1.8M
Todd Asset Management LLC 0.04% No change 9,811 $1.8M
Cidel Asset Management Inc. 0.10% Add +17.4% 9,792 $1.8M
Jeppson Wealth Management, LLC 0.56% Reduce -0.3% 9,774 $1.8M
Smith, Moore & Co. 0.13% Add +1.1% 9,773 $1.8M
Danske Bank A/S 0.00% Add +22.7% 9,739 $1.8M
Highland Capital Management, LLC 0.09% Reduce -32.2% 9,716 $1.8M
Callan Family Office, LLC 0.04% Add +3.5% 9,646 $1.8M
Cullinan Associates Inc. 0.14% No change 9,639 $1.8M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -9.4% 9,634 $1.8M
Summit Place Financial Advisors, LLC 0.84% New 9,626 $1.8M
CFM Wealth Partners LLC 0.26% Reduce -9.4% 9,623 $1.8M
Virtu Financial LLC 0.07% New 9,533 $1.7M
BWM Planning, LLC 0.46% Add +19.9% 9,505 $1.7M
Evergreen Capital Management LLC 0.04% Add +1.4% 9,485 $1.7M
VestGen Advisors, LLC 0.05% Add +68.4% 9,827 $1.7M
First Merchants Corp. 0.07% Reduce -3.5% 9,457 $1.7M
Quadrant Capital Group LLC 0.05% Add +3.1% 9,432 $1.7M
Atom Investors LP 0.12% Add +82.4% 9,424 $1.7M
Cercano Management LLC 0.07% Reduce -10.7% 9,396 $1.7M
Pallas Capital Advisors LLC 0.06% Reduce -21.9% 9,387 $1.7M
Beacon Investment Advisors LLC 0.65% Add +0.2% 9,386 $1.7M
Evolve Private Wealth, LLC 0.09% Reduce -5.2% 9,340 $1.7M
Tower Bridge Advisors 0.16% Reduce -8.4% 9,299 $1.7M
Virtue Asset Management LLC 1.38% Reduce -0.7% 9,285 $1.7M
Banque Cantonale Vaudoise 0.06% Reduce -11.9% 9,279 $1.7M
Alpine Woods Capital Investors, LLC 0.40% Reduce -13.9% 9,242 $1.7M
Fifth Third Wealth Advisors LLC 0.06% Add +12.8% 9,144 $1.7M
Raiffeisen Bank International AG 0.02% Reduce -44.3% 9,000 $1.7M
Wealthcare Advisory Partners LLC 0.03% Reduce -0.3% 9,129 $1.7M
Poehling Capital Management, INC. 0.35% Reduce -0.8% 9,123 $1.7M
Impact Capital Partners LLC 0.50% Reduce -1.1% 9,097 $1.7M
Wimmer Associates 1, LLC 0.81% Add +0.6% 9,073 $1.7M
Graham Capital Management, L.P. 0.07% Add +248.6% 9,031 $1.6M
Capital Advisors Wealth Management, LLC 0.22% Add +4.6% 9,017 $1.6M
Oakmont Investment Advisors, Inc. 1.50% New 8,981 $1.6M
Lebenthal Global Advisors, LLC 0.24% Add +8.5% 8,959 $1.6M
Aigen Investment Management, LP 0.42% New 8,941 $1.6M
Signaturefd, LLC 0.03% Add +0.5% 8,940 $1.6M
Erste Asset Management GmbH 0.02% Add +0.0% 8,800 $1.6M
Pavion Blue Capital, LLC 0.71% Reduce -1.5% 8,926 $1.6M
Ingalls & Snyder LLC 0.06% Reduce -0.8% 8,915 $1.6M
Guyasuta Investment Advisors Inc. 0.09% Add +0.3% 8,902 $1.6M
Sigma Planning Corp 0.04% Reduce -11.9% 8,773 $1.6M
Fiduciary Trust Co 0.02% Add +4.2% 8,761 $1.6M
Bellecapital International Ltd. 0.29% Add +15.2% 8,680 $1.6M
AA Financial Advisors, LLC 0.22% Add +10.1% 8,667 $1.6M
Adirondack Trust Co. 0.53% Reduce -6.0% 8,660 $1.6M
Petros Family Wealth, LLC 1.12% Add +16.5% 8,642 $1.6M
Intrua Financial, LLC 0.17% Reduce -12.2% 8,616 $1.6M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -0.6% 8,603 $1.6M
Mitchell McLeod Pugh & Williams Inc. 0.23% Add +2.7% 8,599 $1.6M
Lee Danner & Bass Inc. 0.10% Reduce -5.0% 8,573 $1.6M
Harbour Investment Management LLC 0.85% Reduce -9.8% 8,558 $1.6M
Legacy Financial Advisors, Inc. 0.22% Reduce -20.6% 8,545 $1.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +1.8% 8,538 $1.6M
Uhlmann Price Securities, LLC 0.10% Add +135.7% 8,481 $1.6M
Mystic Asset Management, Inc. 0.36% Add +1.3% 8,518 $1.6M
Moneco Advisors, LLC 0.12% Reduce -4.9% 8,490 $1.5M
FourThought Financial Partners, LLC 0.13% Reduce -13.8% 8,482 $1.5M
LRT Capital Management, LLC 1.43% Add +16.1% 8,422 $1.5M
Vestcor Inc 0.04% Add +11.2% 8,386 $1.5M
Saturna Capital Corp. 0.02% Add +48.2% 8,334 $1.5M
Purkiss Capital Advisors LLC 0.67% Add +65.0% 8,303 $1.5M
Navalign, LLC 0.38% Add +0.2% 8,287 $1.5M
Argent Trust Co 0.05% Add +1.1% 8,261 $1.5M
Annis Gardner Whiting Capital Advisors, LLC 0.24% Add +0.8% 8,255 $1.5M
Prudential PLC 0.01% Reduce -67.9% 8,243 $1.5M
V-Square Quantitative Management LLC 0.16% Reduce -2.3% 8,208 $1.5M
Naviter Wealth, LLC 0.19% Add +3.6% 8,199 $1.5M
Meeder Asset Management Inc. 0.09% Add +4545.4% 8,176 $1.5M
Florida Trust Wealth Management Co 0.04% Reduce -9.5% 8,091 $1.5M
Amova Asset Management Americas, Inc. 0.02% Add +20.8% 8,018 $1.5M
Searle & Co. 0.37% No change 8,017 $1.5M
Jefferies Financial Group Inc. 0.02% Reduce -78.1% 8,000 $1.5M
Assetmark, Inc. 0.00% Add +8.6% 7,989 $1.5M
Westmount Partners, LLC 0.36% Add +0.0% 7,936 $1.4M
Stegent Equity Advisors, Inc. 1.22% Reduce -3.3% 7,889 $1.4M
Arvest Bank Trust Division 0.08% Reduce -1.9% 7,871 $1.4M
Cowa, LLC 0.42% Add +51.4% 7,866 $1.4M
Barry Investment Advisors, LLC 0.32% Reduce -3.0% 7,860 $1.4M
Wealth Alliance Advisory Group, LLC 0.23% Reduce -3.6% 7,822 $1.4M
Van Hulzen Asset Management, LLC 0.11% No change 7,814 $1.4M
Generali Investments, Management Co LLC 0.33% Add +93.1% 7,765 $1.4M
Abundance Wealth Counselors 0.20% Add +37.2% 7,765 $1.4M
Exchange Traded Concepts, LLC 0.01% Add +37.1% 7,741 $1.4M
Groupama Asset Managment 0.02% Reduce -37.4% 7,713 $1.4M
SCP Investment, LP 1.55% Add +156.3% 7,688 $1.4M
Eagle Global Advisors LLC 0.05% No change 7,629 $1.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.57% Reduce -25.5% 7,624 $1.4M
Glenview Trust Co 0.02% Reduce -2.1% 7,589 $1.4M
Waddell & Associates, LLC 0.08% Add +42.6% 7,579 $1.4M
Patten Group, Inc. 0.24% Add +1.1% 7,541 $1.4M
Wealthspire Advisors, LLC 0.01% Reduce -28.9% 7,537 $1.4M
Bull Street Advisors, LLC 0.68% Reduce -0.7% 7,522 $1.4M
Cerro Pacific Wealth Advisors LLC 0.36% Reduce -3.5% 7,495 $1.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Add +58.1% 7,481 $1.4M
Savvy Advisors, Inc. 0.04% Reduce -15.4% 7,468 $1.4M
Fiduciary Group, LLC 0.12% No change 7,434 $1.4M
DT Investment Partners, LLC 0.11% Reduce -30.8% 7,431 $1.4M
Blue Sparrow, LLC 0.02% New 7,410 $1.3M
Denali Advisors LLC 0.15% Add +289.6% 7,402 $1.3M
Diversify Wealth Management, LLC 0.02% New 7,764 $1.3M
CHICAGO TRUST Co NA 0.22% Add +4.0% 7,361 $1.3M
Wealth Management Associates, Inc. 0.46% New 7,346 $1.3M
Moneta Group Investment Advisors LLC 0.01% Reduce -29.2% 7,237 $1.3M
Resources Management Corp. /CT/ 0.17% Reduce -0.6% 7,228 $1.3M
Point Nemo Capital, LLC 0.86% New 7,181 $1.3M
First Citizens Bank & Trust Co. 0.03% Reduce -3.9% 7,150 $1.3M
Cozad Asset Management Inc. 0.10% Add +92.9% 7,143 $1.3M
SBI Okasan Asset Management Co.Ltd. 0.05% No change 7,000 $1.3M
Godshalk Welsh Capital Management, Inc. 0.75% Reduce -0.3% 7,100 $1.3M
Institute for Wealth Management, LLC. 0.14% Reduce -2.2% 7,079 $1.3M
Cladis Investment Advisory, LLC 0.71% No change 7,078 $1.3M
Commerzbank Aktiengesellschaft 0.03% Reduce -82.6% 7,061 $1.3M
Strategic Advisors LLC 0.21% Add +0.1% 7,019 $1.3M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -19.2% 6,861 $1.3M
Sivia Capital Partners, LLC 0.25% Add +0.0% 6,960 $1.3M
Perryman Financial Advisory Inc. 0.19% Reduce -3.4% 6,943 $1.3M
Tema ETFs LLC 0.08% Add +0.5% 6,926 $1.3M
Hunter Associates Investment Management LLC 0.17% Add +0.1% 6,909 $1.3M
Interval Partners, LP 0.04% Reduce -36.9% 6,886 $1.3M
WealthTrust Axiom LLC 0.31% Add +0.4% 6,880 $1.3M
Boston Trust Walden Corp 0.01% No change 6,860 $1.2M
Hilltop Holdings Inc. 0.11% Reduce -64.5% 6,849 $1.2M
Brown Brothers Harriman & Co. 0.01% Add +84.7% 6,799 $1.2M
Garrett Wealth Advisory Group, LLC 0.22% Reduce -1.2% 6,790 $1.2M
Welch & Forbes LLC 0.02% Reduce -3.4% 6,707 $1.2M
Flagship Harbor Advisors, LLC 0.05% Reduce -2.0% 6,678 $1.2M
NewEdge Wealth, LLC 0.01% Reduce -42.3% 6,659 $1.2M
Drucker Wealth 3.0, LLC 0.21% Add +5.1% 6,658 $1.2M
TCW Group Inc. 0.01% Add +5.1% 6,649 $1.2M
1ST Source Bank 0.06% Add +6.4% 6,621 $1.2M
Kingswood Wealth Advisors, LLC 0.06% Add +0.2% 6,619 $1.2M
Wealth Enhancement Trust Services, Inc. 0.15% No change 6,618 $1.2M
Parallax Volatility Advisers, L.P. 0.07% Add +166.6% 7,557 $1.2M
Aviance Capital Partners, LLC 0.14% No change 6,604 $1.2M
Bradley Foster & Sargent Inc. 0.02% Reduce -2.7% 6,604 $1.2M
Mairs & Power Inc. 0.01% No change 6,604 $1.2M
Confluence Wealth Services, Inc. 0.05% Add +3.7% 6,601 $1.2M
First National Bank of Mount Dora, Trust Investment Services 0.26% Reduce -16.6% 6,583 $1.2M
America First Investment Advisors, LLC 0.22% No change 6,580 $1.2M
Linscomb Wealth, Inc. 0.05% Add +29.3% 6,579 $1.2M
Transcend Capital Advisors, LLC 0.10% Add +8.8% 6,573 $1.2M
Peapack Gladstone Financial Corp. 0.02% Reduce -6.7% 6,563 $1.2M
First National Trust Co 0.04% Reduce -4.2% 6,557 $1.2M
Mission Wealth Management, LP 0.02% Reduce -8.1% 6,520 $1.2M
Alta Capital Management LLC/ 0.09% Reduce -10.1% 6,504 $1.2M
Cornerstone Wealth Management, LLC 0.06% Reduce -11.8% 6,502 $1.2M
Allen Capital Group, LLC 0.11% Add +4.6% 6,501 $1.2M
Miller Investment Management, LP 0.12% No change 6,500 $1.2M
CreativeOne Wealth, LLC 0.03% Add +1.7% 6,465 $1.2M
Penobscot Investment Management Company, Inc. 0.09% Add +1.3% 6,454 $1.2M
Sagespring Wealth Partners, LLC 0.02% Add +3.2% 6,432 $1.2M
Retirement Planning Co of New England, Inc. 0.48% Add +1.0% 6,428 $1.2M
Dynamic Technology Lab Private Ltd 0.19% New 6,401 $1.2M
ArrowMark Colorado Holdings LLC 0.03% No change 6,400 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -1.1% 6,369 $1.2M
Essex Financial Services, Inc. 0.07% Reduce -3.1% 6,363 $1.2M
Affinity Investment Advisors, LLC 0.72% Add +145.0% 6,328 $1.2M
Coastal Bridge Advisors, LLC 0.08% Add +7.4% 6,325 $1.2M
Symphony Financial, Ltd. Co. 0.15% Add +3.6% 6,218 $1.1M
Private Trust Co. NA 0.10% Reduce -1.5% 6,300 $1.1M
Kuhn & Co Investment Counsel 0.74% Add +26.0% 6,294 $1.1M
Colter Lewis Investment Partners LLC 1.08% New 6,277 $1.1M
Peoples Bank 0.70% Reduce -0.4% 6,274 $1.1M
Enclave Advisors LLC 0.16% New 6,256 $1.1M
American Financial Group Inc. 0.42% No change 6,250 $1.1M
Voleon Capital Management LP 0.02% Add +89.5% 6,216 $1.1M
South Street Advisors LLC 0.16% No change 6,200 $1.1M
Tyche Wealth Partners LLC 0.17% Add +7.3% 6,183 $1.1M
Csenge Advisory Group 0.05% Reduce -10.3% 6,125 $1.1M
CX Institutional 0.03% Add +48.7% 6,107 $1.1M
Heck Capital Advisors, LLC 0.08% Add +0.8% 6,097 $1.1M
Old North State Trust, LLC 0.66% Add +7.5% 6,087 $1.1M
AMG National Trust Bank 0.02% Add +29.9% 6,082 $1.1M
Compound Planning, Inc. 0.03% Reduce -5.4% 6,047 $1.1M
Ausdal Financial Partners, Inc. 0.05% Reduce -0.2% 6,037 $1.1M
Regal Investment Advisors LLC 0.06% Reduce -18.7% 6,017 $1.1M
Valmark Advisers, Inc. 0.01% Reduce -3.2% 5,997 $1.1M
Evoke Wealth, LLC 0.02% Add +10.3% 5,988 $1.1M
FAS Wealth Partners, Inc. 0.07% Reduce -2.9% 5,956 $1.1M
EPG Wealth Management LLC 0.29% Add +2.2% 5,946 $1.1M
Matthew Goff Investment Advisor, LLC 0.18% No change 5,938 $1.1M
Whitener Capital Management, Inc. 0.25% Add +1.5% 5,934 $1.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.04% New 5,928 $1.1M
Caerus Investment Advisors, LLC 0.46% Reduce -27.3% 5,927 $1.1M
Angeles Wealth Management, LLC 0.06% Add +6.6% 5,909 $1.1M
Convergence Financial, LLC 0.11% New 5,887 $1.1M
Endeavor Private Wealth, Inc. 0.31% Reduce -6.4% 5,860 $1.1M
Strategic Financial Services, Inc. 0.05% No change 5,857 $1.1M
Norden Group LLC 0.10% Reduce -0.6% 5,851 $1.1M
JBR Co Financial Management Inc 0.45% No change 8,248 $1.1M
Perpetual Ltd 0.02% Add +3.6% 5,839 $1.1M
Philip James Wealth Mangement, LLC 0.13% Reduce -0.8% 5,821 $1.1M
Probity Advisors, Inc. 0.17% Reduce -5.6% 5,820 $1.1M
Kovack Advisors, Inc. 0.06% Reduce -67.8% 6,121 $1.1M
Simplicity Wealth,LLC 0.06% Add +6.8% 5,806 $1.1M
GMO 0.00% New 5,789 $1.1M
Fidelis Capital Partners, LLC 0.08% Add +19.4% 5,786 $1.1M
J. Safra Sarasin Holding AG 0.02% Add +3.0% 5,776 $1.1M
Rwa Wealth Partners, LLC 0.01% Add +16.9% 5,763 $1.0M
Certuity, LLC 0.07% Add +4.3% 5,727 $1.0M
Westbourne Investment Advisors, Inc. 0.30% No change 5,726 $1.0M
Smithfield Trust Co 0.05% Add +413.4% 5,714 $1.0M
Keynote Financial Services LLC 0.56% Reduce -1.7% 5,694 $1.0M
Perigon Wealth Management, LLC 0.02% Reduce -22.7% 5,666 $1.0M
Lombard Odier Asset Management (Switzerland) SA 0.04% New 5,656 $1.0M
Baker Ellis Asset Management LLC 0.12% Add +0.0% 5,655 $1.0M
Soltis Investment Advisors LLC 0.07% Reduce -0.4% 5,640 $1.0M
Rathbones Group PLC 0.00% Reduce -14.8% 5,630 $1.0M
NorthRock Partners, LLC 0.02% Reduce -2.1% 5,610 $1.0M
Aaron Wealth Advisors LLC 0.06% Reduce -1.9% 5,574 $1.0M
Roehl & Yi Investment Advisors, LLC 0.38% Add +0.1% 5,501 $1.0M
Pinnacle Wealth Management Advisory Group, LLC 0.07% Reduce -17.5% 5,455 $994K
Checchi Capital Advisers, LLC 0.07% Add +5.8% 5,442 $991K
Fiduciary Alliance LLC 0.06% Add +2.6% 6,130 $990K
Polymer Capital Management (US) LLC 0.15% New 5,424 $988K
Signature Estate & Investment Advisors LLC 0.02% Add +199.3% 5,412 $986K
Essex Bank 0.22% Reduce -1.2% 5,403 $984K
Bank of Hawaii 0.05% Reduce -3.2% 5,395 $983K
Frec Markets, Inc. 0.17% Add +211.8% 5,385 $981K
Sunbelt Securities, Inc. 0.06% Reduce -2.6% 5,384 $981K
Davis Investment Partners, LLC 0.35% Add +0.4% 5,381 $980K
Everhart Financial Group, Inc. 0.08% Add +7.1% 5,344 $973K
Doheny Asset Management 0.63% Reduce -0.9% 5,329 $971K
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.2% 5,475 $971K
Integrated Advisors Network LLC 0.05% Reduce -8.8% 5,328 $971K
Trust Co. of Toledo NA 0.09% No change 5,285 $963K
Weatherly Asset Management L. P. 0.08% No change 5,282 $962K
Fairfield, Bush & Co. 0.53% Reduce -16.9% 5,280 $962K
Neo Ivy Capital Management 0.25% New 5,238 $954K
Baring Financial LLC 0.58% Add +0.9% 5,212 $950K
Allen Mooney & Barnes Investment Advisors LLC 0.14% Add +0.1% 5,210 $949K
Westhampton Capital, LLC 0.44% No change 5,190 $946K
Atlas Legacy Advisors, LLC 0.17% Reduce -5.7% 5,190 $945K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -1.9% 5,170 $942K
Everpar Advisors LLC 0.32% Add +5.3% 5,163 $941K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% Add +7.5% 5,154 $939K
Texas Capital Bank Wealth Management Services Inc 0.06% Add +15.6% 5,112 $931K
Syon Capital LLC 0.05% Reduce -3.8% 5,110 $931K
Rosenberg Matthew Hamilton 0.19% Add +1.7% 5,106 $930K
Belpointe Asset Management LLC 0.03% Add +41.2% 5,094 $928K
KCM Investment Advisors LLC 0.03% Add +10.1% 5,063 $922K
Rexford Capital Inc. 0.66% Add +0.2% 5,054 $921K
Valley Brook Capital Group, Inc. 0.62% Add +0.5% 5,054 $921K
Bridges Investment Management Inc. 0.01% Reduce -0.6% 5,047 $919K
Augustine Asset Management Inc. 0.21% Add +0.6% 5,045 $919K
McCarter Private Wealth Services LLC 0.40% Add +9.3% 5,028 $916K
Ceeto Capital Group, LLC 0.28% No change 5,000 $911K
Montecito Bank & Trust 0.15% Reduce -8.8% 4,997 $910K
Garrison Point Advisors, LLC 0.41% No change 4,980 $907K
Autumn Glory Partners, LLC 0.33% No change 4,943 $901K
Larson Financial Group LLC 0.03% Add +50.4% 4,942 $900K
First National Bank & Trust Co. of Newtown 0.19% Reduce -13.1% 4,937 $899K
Jackson Hole Capital Partners, LLC 0.15% Add +0.0% 4,923 $897K
Premier Path Wealth Partners, LLC 0.12% Add +6.6% 4,915 $895K
Smartleaf Asset Management LLC 0.03% Add +14.7% 4,826 $892K
CSS LLC 0.14% Add +25.1% 4,890 $891K
Joel Isaacson & Co., LLC 0.03% Reduce -11.2% 4,889 $891K
Howland Capital Management LLC 0.04% Add +160.1% 4,874 $888K
Advisor OS, LLC 0.06% Reduce -5.0% 4,867 $887K
Rothschild Wealth LLC 0.08% Add +49.9% 4,867 $887K
State of Wyoming 0.10% Add +182.6% 4,833 $880K
Compass Capital Corp. /Ma/ 0.31% Add +128.1% 5,200 $878K
Mather Group, Llc. 0.01% Reduce -9.9% 4,806 $876K
Hennessy Advisors Inc. 0.03% Add +37.1% 4,800 $874K
RiverFront Investment Group, LLC 0.01% Add +128.7% 4,779 $871K
Gryphon Financial Partners LLC 0.09% Add +0.3% 4,751 $866K
Arax Advisory Partners 0.02% Add +71.1% 4,739 $863K
Retirement Investment Advisors, Inc. 0.07% No change 6,687 $863K
Corsicana & Co. 0.55% Add +0.9% 6,987 $863K
Investors Research Corp 0.16% Reduce -1.8% 4,692 $855K
Corps Capital Advisors, LLC 0.74% Add +44.0% 4,684 $853K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -5.7% 4,681 $853K
Tradewinds, LLC. 0.27% Add +1.1% 4,838 $852K
LVM Capital Management Ltd. 0.08% Add +6.4% 4,676 $852K
Baker Avenue Asset Management, LP 0.02% Add +114.3% 4,666 $850K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +0.5% 4,656 $848K
Ascentis Independent Advisors 0.06% Add +53.7% 4,653 $848K
5T Wealth, LLC 0.33% Reduce -0.2% 4,621 $842K
Nippon Life Global Investors Americas, Inc. 0.04% Reduce -3.0% 4,590 $836K
Veracity Capital LLC 0.30% Add +1.5% 4,546 $828K
Venturi Wealth Management, LLC 0.04% Reduce -8.9% 4,513 $822K
Wealth Advisory Solutions, LLC 0.18% No change 4,479 $816K
Lincoln Capital LLC 0.15% No change 4,460 $815K
Nvwm, LLC 0.18% Reduce -6.7% 4,470 $814K
CFS Investment Advisory Services, LLC 0.06% Reduce -0.7% 5,199 $813K
Mangrove Partners Im, LLC 0.07% Reduce -37.5% 4,447 $810K
Peregrine Asset Advisers, Inc. 0.22% No change 4,444 $810K
Bar Harbor Wealth Management 0.05% Reduce -0.2% 4,436 $808K
WP Advisors, LLC 0.21% Add +0.6% 4,413 $804K
Cornerstone Wealth Group, LLC 0.05% Reduce -3.0% 5,015 $799K
Armor Investment Advisors, LLC 0.29% Reduce -1.6% 4,366 $795K
GWN Securities Inc. 0.15% Reduce -3.3% 4,364 $795K
TIAA Wealth Investment Management LLC 0.01% — 4,349 $792K
Basepoint Wealth LLC 0.45% Reduce -1.1% 4,345 $792K
Harvest Fund Management Co., Ltd 0.03% Add +646.6% 4,338 $790K
Capital Investment Advisors, LLC 0.01% Add +13.9% 4,331 $789K
Empire Financial Management Company, LLC 0.18% No change 4,276 $779K
Moment Partners, LLC 0.14% Reduce -0.3% 4,247 $774K
Means Investment Co., Inc. 0.07% Add +1.7% 4,242 $773K
Aull & Monroe Investment Management Corp 0.36% No change 4,237 $772K
Bank of Marin 0.56% New 4,235 $772K
Johnson & White Wealth Management, LLC 0.33% No change 4,235 $771K
Clearbridge Investments, LLC 0.00% Reduce -52.6% 4,197 $765K
Tred Avon Family Wealth, LLC 0.25% Reduce -22.7% 4,184 $762K
Alchemi Wealth, LLC 0.42% Add +1.4% 4,155 $757K
MBL Wealth, LLC 0.06% Add +51.6% 4,146 $755K
SAM Advisors, LLC 0.24% No change 4,136 $753K
Burford Brothers, Inc. 0.31% Add +0.1% 4,128 $752K
Richwood Investment Advisors, LLC 0.58% Reduce -4.6% 4,110 $749K
Nwam LLC 0.04% Add +22.8% 4,085 $744K
Busey Bank 0.02% Reduce -0.0% 4,085 $744K
Islay Capital Management, LLC 0.38% Reduce -5.8% 4,082 $744K
Peoples Financial Services Corp. 0.35% No change 4,075 $742K
Argyle Capital Partners, LLC 0.53% Reduce -4.1% 4,072 $742K
Modera Wealth Management, LLC 0.01% Reduce -0.6% 4,068 $741K
QTR Family Wealth, LLC 0.31% Reduce -7.2% 4,664 $741K
Patron Partners, LLC 0.33% Reduce -1.7% 4,064 $740K
Palisade Asset Management, LLC 0.07% Reduce -3.6% 4,060 $740K
Marathon Strategic Advisors, LLC 0.53% No change 4,059 $739K
Whalerock Point Partners, LLC 0.15% No change 4,044 $737K
Cushing Capital Partners, LLC 0.57% New 4,040 $736K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -10.7% 4,023 $733K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -1.3% 4,022 $733K
Rossby Financial, LCC 0.15% Add +3.2% 4,169 $732K
Arkfeld Wealth Strategies, L.L.C. 0.23% Reduce -1.4% 4,535 $732K
Drive Wealth Management, LLC 0.15% Reduce -24.6% 4,006 $730K
Abner Herrman & Brock LLC 0.08% No change 4,000 $729K
Fulton Bank, N.A. 0.03% Reduce -0.5% 3,990 $727K
GW Henssler & Associates Ltd. 0.03% Reduce -1.1% 3,977 $725K
Biltmore Wealth Management, LLC 0.26% Reduce -3.1% 3,971 $723K
Jupiter Wealth Management LLC 0.29% Add +86.7% 4,200 $722K
Three Seasons Wealth, LLC 0.28% Add +3.5% 3,958 $721K
RMR Wealth Builders 0.06% Add +1.0% 3,952 $720K
Frank, Rimerman Advisors LLC 0.05% Add +0.3% 3,944 $719K
Southland Equity Partners LLC 0.14% Reduce -0.0% 3,923 $715K
Excalibur Management Corp. 0.26% No change 3,922 $715K
Schonfeld Strategic Advisors LLC 0.01% Reduce -71.1% 3,922 $715K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% Reduce -32.4% 3,913 $713K
Modern Wealth Management, LLC 0.01% Reduce -18.7% 4,056 $712K
Qsemble Capital Management, LP 0.05% Add +55.5% 3,890 $709K
Ascent Group, LLC 0.02% Add +15.7% 3,883 $707K
Hamilton Capital, LLC 0.04% Reduce -0.7% 3,880 $707K
Focus Financial Network, Inc. 0.03% Reduce -12.4% 3,875 $706K
Spinnaker Trust 0.04% Reduce -0.7% 3,875 $706K
Essential Partners LLC 0.24% Reduce -3.7% 3,871 $705K
PDS Planning, Inc 0.05% Reduce -0.6% 3,867 $705K
Campion Asset Management 0.48% Reduce -1.0% 3,867 $704K
Sfmg, LLC 0.05% Add +35.0% 3,859 $703K
Smart Portfolios, LLC 0.70% Reduce -1.1% 3,855 $702K
Syntegra Private Wealth Group, LLC 0.07% Reduce -0.9% 3,852 $702K
John G Ullman & Associates Inc. 0.09% No change 3,850 $701K
CI Investments Inc. 0.00% Reduce -9.8% 3,847 $701K
Roof Eidam Maycock Peralta, LLC 0.16% No change 3,843 $700K
Montchanin Asset Management, LLC 0.74% — 3,830 $698K
Cigna Investments Inc. 0.11% Reduce -3.2% 3,825 $697K
Gratus Wealth Advisors, LLC 0.10% Reduce -9.7% 3,824 $697K
Dearborn Partners LLC 0.04% Reduce -21.6% 3,819 $696K
Randall & Associates Wealth Management 0.47% Reduce -11.8% 3,816 $695K
Guardian Wealth Management, Inc. 0.38% Reduce -14.0% 3,811 $694K
Roberts Glore & Co. Inc. 0.19% Reduce -0.9% 3,806 $693K
Clear Harbor Asset Management, LLC 0.05% Reduce -0.3% 3,802 $693K
Whittier Trust Co. 0.01% Reduce -14.2% 3,873 $687K
Freestone Capital Holdings, LLC 0.02% Reduce -5.0% 3,767 $686K
Personal Cfo Solutions, LLC 0.10% New 3,747 $683K
Berkshire Asset Management LLC 0.03% Add +14.9% 3,727 $679K
Clifford Group, LLC 0.52% Add +12.3% 3,722 $678K
Cadinha & Co. LLC 0.13% No change 3,720 $678K
Capital Investment Advisory Services, LLC 0.05% Add +5.7% 3,720 $678K
E Fund Management Co., Ltd. 0.02% — 3,715 $677K
Blue Trust, Inc. 0.01% Reduce -0.4% 3,702 $675K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +19.9% 3,697 $674K
Trustmark Bank Trust Department 0.04% No change 3,695 $673K
Keel Point, LLC 0.05% Reduce -1.9% 3,694 $673K
Princeton Global Asset Management LLC 0.11% Add +0.1% 3,681 $671K
Chilton Investment Co. Inc. 0.02% New 3,666 $668K
Hazlett, Burt & Watson, Inc. 0.21% Add +16.3% 3,663 $667K
Riverbend Wealth Management, LLC 0.41% Reduce -1.0% 3,659 $667K
Jackson Thornton Wealth Management, LLC 0.06% Add +4.8% 4,175 $665K
Demars Financial Group, LLC 0.22% No change 3,635 $662K
Aprio Wealth Management, LLC 0.04% Add +103.0% 3,630 $661K
S.A. Mason LLC 0.25% No change 3,629 $661K
Parkside Financial Bank & Trust 0.05% Reduce -2.2% 3,628 $661K
Riverwater Partners LLC 0.22% Reduce -0.2% 3,616 $659K
Nilsine Partners, LLC 0.05% Add +1.2% 4,009 $658K
Leonteq Securities AG 0.04% Reduce -29.7% 3,611 $658K
Annex Advisory Services, LLC 0.01% Reduce -13.6% 3,610 $658K
National Philanthropic Trust 0.01% No change 3,557 $648K
Master's Wealth Management Inc. 0.22% Add +9.2% 3,545 $646K
Strategic Wealth Partners, Ltd. 0.04% Reduce -0.2% 3,544 $646K
Harbor Advisors LLC 0.09% No change 3,541 $645K
Moody National Bank Trust Division 0.06% Add +2.3% 3,516 $641K
Journey Strategic Wealth LLC 0.02% Add +27.0% 3,513 $640K
111 Capital 0.16% New 3,511 $640K
Snowwater Investment Partners, LLC 0.60% No change 3,510 $639K
Schnieders Capital Management, Llc. 0.10% No change 3,508 $639K
Tripletail Wealth Management, LLC 0.87% Reduce -2.2% 3,608 $636K
Woodmont Investment Counsel LLC 0.04% No change 3,488 $635K
Crawford Investment Counsel Inc. 0.01% Reduce -3.9% 3,481 $634K
Ballentine Partners, LLC 0.01% Add +0.9% 3,475 $633K
Journey Advisory Group, LLC 0.05% No change 3,472 $633K
Mill Capital Management, LLC 0.05% Reduce -16.5% 3,462 $631K
waypoint wealth counsel 0.33% Reduce -20.5% 3,456 $630K
Towne Trust Company, N.A 0.20% Reduce -8.0% 3,450 $629K
LexAurum Advisors, LLC 0.08% — 3,443 $627K
Retirement Planning Group, LLC 0.02% Add +42.6% 3,432 $625K
CWA Asset Management Group, LLC 0.02% Add +2.8% 3,430 $625K
Jacobs Equity LLC 0.56% Add +0.0% 3,429 $625K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +107.3% 3,424 $624K
Advisory Alpha, LLC 0.02% Add +7.6% 3,414 $622K
AlphaGrep UK Ltd 0.18% Reduce -25.3% 3,414 $622K
Legacy Private Trust Co. 0.04% No change 3,405 $620K
FRG Family Wealth Advisors LLC 0.10% Reduce -35.0% 3,401 $620K
GenTrust, LLC 0.03% Add +7.0% 3,398 $619K
Uncommon Cents Investing LLC 0.14% No change 3,382 $616K
Second Line Capital, LLC 0.12% Add +7.0% 3,438 $616K
Corbyn Investment Management Inc. 0.29% Reduce -0.5% 3,369 $614K
Ritholtz Wealth Management 0.01% Add +6.5% 3,363 $613K
Bridgefront Capital, LLC 0.15% New 3,352 $611K
Wedgewood Investors Inc. 0.70% No change 3,350 $610K
Cookson Peirce & Co. Inc. 0.03% Add +11.0% 3,340 $608K
Welch Group, LLC 0.02% No change 3,337 $608K
Rossmore Private Capital 0.05% No change 3,332 $607K
Forza Wealth Management, LLC 0.21% Add +5.2% 3,330 $607K
Tanager Wealth Management LLP 0.06% No change 3,326 $606K
Nicholas Hoffman & Company, LLC. 0.01% No change 3,319 $605K
Allen Investment Management, LLC 0.01% No change 3,318 $604K
Strategy Asset Managers LLC 0.10% Add +2.3% 3,307 $602K
Atticus Wealth Management, LLC 0.16% Reduce -6.4% 3,303 $602K
Field & Main Bank 0.17% Reduce -6.0% 3,302 $602K
Blue Edge Capital, LLC 0.08% No change 3,302 $601K
HCR Wealth Advisors 0.06% Reduce -6.5% 3,293 $600K
Impact Partnership Wealth, LLC 0.07% Reduce -24.9% 3,292 $600K
Volterra Technologies LP 0.42% New 3,281 $598K
Courier Capital LLC 0.03% No change 3,277 $597K
LVZ, Inc. 0.07% Reduce -41.2% 3,276 $597K
Marin Bay Wealth Advisors, LLC 0.36% Reduce -4.0% 3,275 $597K
Obermeyer Wealth Partners 0.03% Add +3.9% 3,267 $595K
Brandywine Oak Private Wealth LLC 0.05% Add +1.9% 3,266 $595K
MSH Capital Advisors LLC 0.13% Reduce -2.1% 3,259 $594K
Independence Bank of Kentucky 0.07% Reduce -0.4% 3,241 $590K
Foster & Motley Inc. 0.03% Reduce -2.4% 3,236 $590K
Harbor Investment Advisory, LLC 0.05% Reduce -1.4% 3,235 $589K
Clear Trail Advisors, LLC 0.10% New 3,226 $588K
Waterloo Capital, L.P. 0.04% Add +7.5% 3,222 $587K
Vaughan David Investments LLC 0.01% Reduce -0.2% 3,215 $586K
Cyndeo Wealth Partners, LLC 0.03% Reduce -4.5% 3,210 $585K
LCNB Corp. 0.20% No change 3,209 $585K
TrinityBridge Ltd 0.02% Add +51.7% 3,200 $583K
Vista Investment Partners LLC 0.15% Add +0.0% 3,199 $583K
Indivisible Partners 0.05% Add +17.8% 3,194 $582K
OneAscent Financial Services LLC 0.03% New 3,176 $579K
Investment Research Partners LLC 0.23% Add +0.9% 3,157 $575K
GHP Investment Advisors, Inc. 0.02% Reduce -2.4% 3,132 $571K
Cfo Capital Management LLC 0.47% No change 3,125 $569K
Sharp Wealth Advisory, LLC 0.28% Reduce -11.4% 3,123 $569K
Meridian Wealth Management, LLC 0.02% Add +46.5% 3,118 $568K
USA Financial Formulas 0.11% New 3,103 $565K
Clark Capital Management Group, Inc. 0.00% Add +16.3% 3,097 $564K
Measured Risk Portfolios, Inc. 0.62% No change 3,090 $563K
Roundview Capital LLC 0.04% Reduce -9.9% 3,088 $563K
RM Financial Services, LLC 0.48% Reduce -7.8% 3,075 $560K
Hilton Head Capital Partners, LLC 0.32% Reduce -17.2% 3,071 $559K
Waldron Private Wealth LLC 0.02% Reduce -5.9% 3,057 $557K
Runnymede Capital Advisors, Inc. 0.48% New 3,056 $557K
Ballew Advisors, Inc 0.31% No change 3,456 $557K
Tulsa Wealth Advisors, INC 0.10% Reduce -84.3% 3,044 $555K
Van Strum & Towne Inc. 0.16% No change 3,031 $552K
Apella Capital, LLC 0.01% Add +8.4% 3,529 $552K
Catalyst Financial Partners LLC 0.07% Add +5.8% 3,024 $551K
Calamos Wealth Management LLC 0.02% Add +12.8% 3,024 $551K
MTM Investment Management, LLC 0.17% No change 3,012 $549K
Estabrook Capital Management 0.08% Add +0.5% 3,008 $548K
Sustainable Insight Capital Management, LLC 0.18% Reduce -76.5% 3,000 $547K
Two Sigma Investments, LP 0.00% New 3,000 $547K
Kanawha Capital Management LLC 0.04% No change 2,995 $546K
Vectors Research Management, LLC 0.16% Add +0.3% 2,985 $544K
Plimoth Trust Co. LLC 0.12% No change 2,984 $544K
Tennessee Valley Asset Management Partners 0.07% Reduce -0.2% 2,978 $542K
Aries Wealth Management 0.12% No change 2,973 $542K
Waycross Partners, LLC 0.05% No change 2,965 $540K
Lummis Asset Management, LP 0.32% No change 3,011 $540K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -5.6% 3,387 $539K
UNIVEST FINANCIAL Corp 0.03% Reduce -4.0% 2,955 $538K
Foster Group, Inc. 0.02% Add +2.4% 2,949 $537K
FIL Ltd 0.00% Reduce -61.9% 2,946 $537K
Abel Hall, LLC 0.11% Reduce -12.3% 2,934 $535K
Wbi Investments, LLC 0.15% New 2,933 $534K
Millington Securities, LLC 0.15% — 2,933 $534K
Teamwork Financial Advisors, LLC 0.06% Reduce -0.1% 2,922 $532K
Vanguard National Trust Co 0.03% — 2,907 $530K
Persium Advisors, LLC 0.42% Reduce -0.5% 2,902 $529K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -4.5% 2,898 $528K
Fourpath Capital Management, LLC 0.08% Reduce -0.1% 2,897 $528K
Oslo Pensjonsforsikring AS 0.08% — 2,890 $527K
LMR Partners LLP 0.01% Reduce -96.5% 2,884 $525K
Alps Advisors Inc. 0.00% New 2,870 $523K
Oasis Advisors, LLC 0.10% New 2,862 $522K
Westpac Banking Corp. 0.04% No change 2,860 $521K
Root Financial Partners, LLC 0.02% Add +102.0% 2,859 $521K
North Star Investment Management Corp. 0.03% Add +7.1% 2,858 $521K
Harrell Investment Partners, LLC 0.12% Add +7.5% 2,858 $521K
Merrion Investment Management Co, LLC 0.28% No change 2,850 $519K
Stockman Wealth Management, Inc. 0.06% Add +3.9% 2,845 $518K
Mayflower Financial Advisors, LLC 0.06% Reduce -7.1% 2,840 $517K
Hartford Financial Management Inc. 0.13% Reduce -12.8% 2,834 $516K
Sterling Wealth Management, Inc. 0.14% No change 2,830 $516K
Northwest Wealth Management, LLC 0.08% Reduce -5.0% 2,828 $515K
AGH Wealth Advisors, LLC 0.38% Add +0.6% 2,827 $515K
Beaton Management Co. Inc. 0.23% No change 2,808 $512K
Magnus Financial Group LLC 0.04% Reduce -10.8% 2,810 $512K
Trust Point Inc. 0.04% Add +20.4% 2,805 $511K
Stolper Co 0.14% Reduce -5.3% 43,701 $509K
Deseret Mutual Benefit Administrators 0.17% Add +68.3% 2,786 $508K
MASTERINVEST Kapitalanlage GmbH 0.05% New 2,786 $508K
Thompson Siegel & Walmsley LLC 0.01% Reduce -1.5% 2,776 $506K
WealthShield Partners, LLC 0.06% Reduce -6.1% 2,775 $505K
Lantern Wealth Advisors, LLC 0.26% Add +0.1% 2,763 $503K
Kintra Wealth, LLC 0.04% Add +44.6% 2,757 $502K
Knightsbridge Asset Management, LLC 0.07% Add +6.7% 2,744 $500K
Connecticut Wealth Management, LLC 0.02% No change 2,743 $500K
McDaniel Terry & Co. 0.04% No change 2,730 $497K
Supplemental Annuity Collective Trust of NJ 0.14% New 2,728 $497K
Stiles Financial Services Inc 0.15% Reduce -3.2% 2,715 $495K
Forum Financial Management, LP 0.01% Reduce -70.9% 2,713 $494K
Granite Group Advisors, LLC 0.30% Reduce -10.2% 2,828 $494K
Athena Investment Management 0.26% Reduce -14.4% 2,705 $493K
Weaver Consulting Group 0.12% Reduce -15.0% 2,701 $492K
Montag A & Associates Inc. 0.02% No change 2,696 $491K
Northcape Wealth Management, LLC 0.13% Reduce -2.6% 2,696 $491K
Oakworth Capital, Inc. 0.03% Add +84.1% 2,690 $490K
Beto Financial Group, LLC 0.29% Add +0.4% 2,911 $490K
M3 Advisory Group, LLC 0.30% Add +3.0% 2,672 $487K
Aristotle Capital Management, LLC 0.00% Reduce -1.7% 2,668 $486K
Plan A Wealth LLC 0.23% No change 2,665 $486K
Canal Capital Management, LLC 0.07% No change 2,645 $482K
E&G Advisors, LLC 0.11% Add +0.4% 2,630 $479K
Ethos Financial Group, LLC 0.03% Add +92.8% 3,084 $477K
Accurate Wealth Management, LLC 0.06% Add +3.2% 2,977 $474K
Seamount Financial Group Inc. 0.21% No change 2,602 $474K
Diversified Enterprises, LLC 0.03% Add +7.4% 2,601 $474K
Baldwin Investment Management, LLC 0.06% No change 2,600 $474K
Dodge & Cox 0.00% No change 2,600 $474K
GM Advisory Group, LLC 0.02% No change 2,594 $473K
Kera Capital Partners, Inc. 0.06% Add +7.1% 2,593 $472K
Strategies Wealth Advisors, LLC 0.05% Add +10.3% 2,591 $472K
SVB Wealth LLC 0.03% Add +4.1% 2,589 $472K
First National Bank Sioux Falls 0.13% Reduce -1.8% 2,885 $471K
SYM FINANCIAL Corp 0.05% Add +2.5% 2,584 $471K
Legacy Capital Wealth Partners, LLC 0.10% No change 2,573 $469K
Wakefield Asset Management LLLP 0.12% No change 2,568 $468K
Caxton Associates LLP 0.01% Reduce -70.3% 2,565 $467K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -5.5% 2,541 $463K
LBMC Investment Advisors, LLC 0.03% Add +2.6% 2,539 $463K
Ruggaard & Associates LLC 0.18% No change 2,532 $461K
Atalanta Sosnoff Capital, LLC 0.01% Add +6.9% 2,528 $461K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 2,525 $460K
Trust Co. of Oklahoma 0.13% Reduce -1.6% 2,524 $460K
Fortune Financial Advisors, LLC 0.23% Add +24.8% 2,520 $459K
Avestar Capital, LLC 0.03% New 2,515 $458K
CoreFirst Bank & Trust 0.24% Add +0.4% 2,508 $457K
Ipswich Investment Management Co., Inc. 0.11% Add +4.2% 2,500 $455K
Quinn Opportunity Partners LLC 0.02% Reduce -50.0% 2,500 $455K
Capstone Investment Advisors, LLC 0.01% Add +0.6% 2,500 $455K
Banyan Capital Management, Inc. 0.20% No change 2,495 $455K
Versant Capital Management, Inc 0.04% Add +2.1% 2,495 $455K
Dividend Assets Capital, LLC 0.09% Reduce -3.9% 2,492 $454K
Siemens Fonds Invest GmbH 0.03% No change 2,489 $453K
Stratos Wealth Advisors, LLC 0.03% Reduce -21.4% 2,485 $453K
Patrick M Sweeney & Associates, Inc. 0.29% Add +0.1% 2,486 $453K
Manske Wealth Management 0.13% Reduce -5.7% 2,484 $453K
Triad Wealth Partners, LLC 0.04% Reduce -17.9% 2,477 $451K
Fi3 FINANCIAL ADVISORS, LLC 0.13% Add +40.4% 2,477 $451K
BNB Wealth Management, LLC 0.29% Add +29.3% 2,473 $451K
Successful Portfolios LLC 0.25% Reduce -19.6% 2,450 $450K
Kohmann Bosshard Financial Services, LLC 0.04% No change 2,468 $450K
Goodman Financial Corp 0.08% No change 2,466 $449K
StoneX Group Inc. 0.02% Reduce -49.3% 2,465 $449K
SeaCrest Wealth Management, LLC 0.05% Reduce -23.7% 2,461 $448K
Uniting Wealth Partners, LLC 0.10% Add +1.1% 2,458 $448K
Conning Inc. 0.02% Reduce -11.8% 2,452 $447K
Hills Bank & Trust Co 0.02% Reduce -3.9% 2,450 $446K
JT Stratford LLC 0.06% Add +5.5% 2,449 $446K
Douglas Lane & Associates, LLC 0.01% Add +6.9% 2,448 $446K
Pinnacle Bancorp, Inc. 0.13% No change 2,446 $446K
TD Capital Management LLC 0.04% Add +14.9% 2,443 $445K
Capital Advantage, Inc. 0.06% Reduce -4.1% 2,437 $444K
Elevatus Welath Management 0.23% Reduce -4.3% 2,436 $444K
Letson Investment Management, Inc. 0.17% No change 2,429 $443K
Hantz Financial Services, Inc. 0.01% Add +0.8% 2,429 $442K
Fort Sheridan Advisors LLC 0.05% No change 2,425 $442K
Sterling Investment Advisors, Ltd. 0.08% No change 2,424 $442K
Stokes Family Office, LLC 0.05% Reduce -20.5% 2,421 $441K
55 North Private Wealth, LLC 0.11% Reduce -25.1% 2,417 $440K
Breakwater Capital Group 0.06% Add +2.1% 2,412 $439K
Earned Wealth Advisors, LLC 0.03% Reduce -28.3% 2,410 $439K
Calydon Capital 0.07% Add +1.7% 2,408 $439K
CFO4Life Group, LLC 0.07% Reduce -0.1% 2,388 $435K
Hanson & Doremus Investment Management 0.05% Reduce -9.3% 2,384 $434K
Falcon Wealth Planning 0.03% Add +37.4% 2,365 $431K
Cross Staff Investments Inc 0.22% No change 2,363 $430K
Werba Rubin Papier Wealth Management 0.06% Add +27.6% 2,360 $430K
Marietta Investment Partners LLC 0.09% No change 2,360 $430K
Chronos Wealth Management, LLC 0.21% No change 2,359 $430K
Quilter Plc 0.01% Reduce -3.2% 2,353 $429K
Pure Financial Advisors, LLC 0.01% Add +1.2% 2,353 $429K
Klingman & Associates, LLC 0.02% Add +1.4% 2,352 $428K
Founders Financial Securities LLC 0.02% Add +4.5% 2,654 $427K
Phoenix Financial Ltd. 0.00% Reduce -29.3% 2,347 $427K
Jacobs & Co. 0.04% No change 2,346 $427K
Crestwood Advisors Group, LLC 0.01% Add +9.2% 2,342 $427K
HBW Advisory Services LLC 0.04% Add +7.0% 2,338 $426K
Greenfield Savings Bank 0.18% No change 2,333 $425K
Zullo Investment Group, Inc. 0.16% Add +1.0% 2,332 $425K
Walker Asset Management, LLC 0.23% Reduce -5.1% 2,323 $423K
Vestor Capital, LLC 0.03% Add +1055.2% 2,322 $423K
Marble Wealth, LLC 0.07% Reduce -81.1% 2,319 $422K
Blackhawk Capital Partners, LLC 0.15% Add +1.2% 2,315 $422K
Plancorp, LLC 0.01% Add +0.6% 2,646 $421K
Disciplined Investors, L.L.C. 0.25% Add +2.8% 2,312 $421K
PFG Private Wealth Management, LLC 0.18% Add +4.6% 2,307 $420K
Gables Capital Management Inc. 0.18% Reduce -9.8% 2,302 $419K
Philadelphia Investment Partners, LLC 0.28% — 2,299 $419K
Callahan Advisors, LLC 0.03% No change 2,296 $418K
SmartHarvest Portfolios, LLC 0.17% Reduce -16.1% 2,290 $417K
Allegheny Financial Group 0.06% Add +0.6% 2,289 $417K
Duncan Williams Asset Management, LLC 0.12% No change 2,287 $417K
LRI Investments, LLC 0.04% Add +11.5% 2,286 $417K
Chelsea Counsel Co. 0.19% No change 2,285 $416K
E Fund Management (Hong Kong) Co., Ltd. 0.19% Add +75900.0% 2,280 $415K
Cadent Capital Advisors, LLC 0.11% Add +0.4% 2,277 $415K
Flywheel Private Wealth LLC 0.24% No change 2,273 $414K
Red Door Wealth Management, LLC 0.04% Add +2.5% 2,259 $412K
Live Oak Private Wealth LLC 0.06% Add +13.2% 2,254 $411K
Adkins Seale Capital Management LLC 0.40% No change 2,246 $409K
Aljian Capital Management, LLC 0.08% Add +0.2% 2,246 $409K
Roman Butler Fullerton & Co. 0.11% Reduce -1.2% 2,434 $409K
Denver Wealth Management, Inc. 0.14% Reduce -1.2% 2,244 $409K
McAdam, LLC 0.02% Add +8.3% 2,240 $408K
Port Capital LLC 0.02% Reduce -9.4% 2,233 $407K
MV Capital Management, Inc. 0.04% Add +0.2% 2,225 $405K
Laurel Wealth Advisors LLC 0.04% Reduce -0.6% 2,360 $405K
Lawood & Co. 0.38% Reduce -3.3% 2,222 $405K
Riversedge Advisors, LLC 0.07% Reduce -2.6% 2,215 $404K
Berger Financial Group, Inc 0.02% Reduce -3.5% 2,209 $402K
Summit Financial Wealth Advisors, LLC 0.06% Add +0.8% 2,198 $400K
Beaumont Financial Advisors, LLC 0.03% Add +1.3% 2,195 $400K
VeraBank, N.A. 0.07% No change 2,191 $399K
Oxford Asset Management LLP 0.16% New 2,183 $398K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -4.8% 2,182 $398K
First Financial Bank - Trust Division 0.03% No change 2,177 $397K
Keebeck Wealth Management 0.04% New 2,176 $396K
L2 Asset Management, LLC 0.04% Add +7.3% 2,174 $396K
Vanguard Capital Wealth Advisors 0.37% Reduce -68.5% 2,174 $396K
Mosaic Family Wealth Partners, LLC 0.04% Add +0.2% 2,163 $394K
CPC Advisors, LLC 0.06% Reduce -1.2% 2,160 $393K
Fortis Capital Advisors, LLC 0.05% New 2,158 $393K
Tributary Capital Management, LLC 0.04% Reduce -2.3% 2,155 $393K
Brookwood Investment Group LLC 0.05% Add +30.3% 2,148 $391K
Newman Dignan & Sheerar, Inc. 0.08% Reduce -10.9% 2,146 $391K
LVW Advisors, LLC 0.04% New 2,143 $390K
Goelzer Investment Management, Inc. 0.02% Reduce -5.8% 2,139 $390K
PFG Advisors 0.02% Add +16.4% 2,136 $389K
CrossGen Wealth, LLC 0.34% Add +0.3% 2,131 $388K
Portside Wealth Group, LLC 0.05% Add +4.4% 2,126 $387K
Capital Analysts, LLC 0.01% Add +0.1% 2,124 $387K
Burke & Herbert Bank & Trust Co. 0.11% Reduce -6.6% 2,123 $387K
Leisure Capital Management 0.14% No change 2,121 $386K
Avail Investment Partners, LLC 0.41% — 2,120 $386K
Farmers & Merchants Trust Co of Chambersburg PA 0.10% Reduce -8.5% 2,117 $386K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% No change 2,113 $385K
North Star Asset Management Inc. 0.02% Reduce -7.5% 2,112 $385K
Wick Capital Partners, LLC 0.07% Reduce -5.7% 2,111 $385K
Trivium Point Advisory, LLC 0.07% Add +0.3% 2,105 $383K
Register Financial Advisors LLC 0.14% New 2,102 $383K
Cooper Financial Group 0.04% Add +19.3% 2,098 $382K
Pflug Koory, LLC 0.17% No change 2,094 $382K
Anchor Investment Management, LLC 0.03% No change 2,094 $381K
Cassaday & Co Wealth Management LLC 0.01% No change 2,093 $381K
Brooks, Moore & Associates, Inc. 0.19% No change 2,085 $380K
Post Resch Tallon Group Inc. 0.31% No change 2,110 $379K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.13% Reduce -5.6% 2,069 $377K
Plan Group Financial, LLC 0.09% New 2,064 $376K
Waters Parkerson & Co., LLC 0.02% No change 2,061 $375K
Optima Capital LLC 0.17% Add +6.0% 2,061 $375K
Founders Financial Alliance, LLC 0.07% New 2,051 $373K
Transamerica Financial Advisors, LLC 0.03% Reduce -9.3% 2,047 $373K
Richards, Merrill & Peterson, Inc. 0.14% Reduce -5.1% 2,044 $372K
Greenfield Seitz Capital Management, LLC 0.11% Reduce -14.6% 2,044 $372K
Old Port Advisors 0.09% Add +4.2% 2,041 $372K
Keating Investment Counselors Inc. 0.09% Add +10.9% 2,037 $371K
Nemes Rush Group LLC 0.04% Add +0.4% 2,037 $371K
Defender Capital, LLC. 0.13% No change 2,036 $371K
Cabot Wealth Management Inc. 0.04% No change 2,035 $371K
Ashton Thomas Securities, LLC 0.05% Add +0.2% 2,034 $371K
Sandy Cove Advisors, LLC 0.11% Add +5.3% 2,033 $370K
Gilliland Jeter Wealth Management LLC 0.11% Reduce -12.5% 2,030 $370K
Two Sigma Securities, LLC 0.04% Reduce -32.9% 2,024 $369K
Chicago Capital, LLC 0.01% Reduce -1.2% 2,017 $367K
Tritonpoint Wealth, LLC 0.04% Reduce -27.7% 2,015 $367K
Davidson Trust Co. 0.16% Add +6.6% 2,011 $366K
Chiron Capital Management, LLC 0.37% — 2,005 $365K
Oakland Financial Corp. 5.75% Reduce -50.0% 2,000 $364K
Highlander Partners, L.P. 0.14% No change 2,000 $364K
49 Wealth Management, LLC 0.03% Add +1.1% 1,995 $363K
Basecamp Wealth Advisors LLC 0.07% Add +7.2% 1,991 $363K
Broderick Brian C 0.07% No change 1,990 $363K
Central Bank & Trust Co. 0.06% No change 1,990 $363K
Financial Engines Advisors L.L.C. 0.00% Reduce -13.4% 1,984 $361K
Flatrock Wealth Partners LLC 0.16% Reduce -3.5% 1,980 $361K
Pettyjohn, Wood & White, Inc. 0.06% Reduce -0.3% 1,980 $361K
Monetary Management Group Inc. 0.09% Reduce -13.2% 1,980 $361K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,976 $360K
Jaffetilchin Investment Partners, LLC 0.02% Add +5.5% 1,966 $358K
Benchmark Financial, LLC 0.32% No change 1,961 $357K
Stevens Capital Management LP 0.06% Reduce -65.0% 1,957 $357K
CoreCap Advisors, LLC 0.01% Add +105.1% 1,957 $357K
Intrinsic Value Partners, LLC 0.27% Reduce -1.0% 1,957 $357K
BKM Wealth Management, LLC 0.13% Reduce -1.9% 1,957 $357K
Townsend Asset Management Corp. /NC/ 0.13% Add +0.1% 1,953 $356K
Saxon Interests, Inc. 0.12% Reduce -24.6% 1,953 $356K
Meixler Investment Management, Ltd. 0.19% Add +1.2% 2,007 $354K
Ameritas Advisory Services, LLC 0.01% Add +0.1% 1,932 $352K
Trillium Asset Management, LLC 0.01% No change 1,930 $352K
Providence First Trust Co 0.12% New 1,930 $352K
McGowan Group Asset Management, Inc. 0.04% Add +0.8% 1,926 $351K
Abacus Planning Group, Inc. 0.05% Reduce -3.4% 1,921 $350K
Wolfstich Capital, LLC 0.31% New 1,891 $349K
Ostrum Asset Management 0.02% Reduce -61.8% 1,918 $349K
Beirne Wealth Consulting Services, LLC 0.10% Add +0.7% 1,913 $349K
Prosperity Consulting Group, LLC 0.02% Add +6.2% 1,911 $348K
WBH Advisory Inc. 0.03% Add +11.3% 1,973 $347K
apricus wealth, LLC 0.17% Reduce -5.0% 1,900 $346K
Indiana Trust & Investment Management Co 0.11% Reduce -2.3% 1,900 $346K
SJS Investment Consulting Inc. 0.04% Reduce -0.7% 1,899 $346K
Signet Private Wealth LLC 0.33% No change 1,894 $345K
Turtle Creek Wealth Advisors, LLC 0.03% Add +18.9% 1,889 $344K
Summit Wealth Group LLC / Co. 0.04% New 1,883 $343K
Columbia Asset Management 0.07% No change 1,878 $342K
Summit Asset Management, LLC 0.05% Reduce -1.2% 1,877 $342K
Hexagon Capital Partners LLC 0.05% New 1,876 $342K
Powers Advisory Group, LLC 0.12% Add +0.1% 1,874 $341K
Merrithew & Thorsten Inc 0.32% Add +0.8% 1,876 $341K
TCV Trust & Wealth Management, Inc. 0.03% Add +2.1% 1,871 $341K
Moss Adams Wealth Advisors LLC 0.02% Add +11.4% 1,870 $341K
Gallagher Capital Advisors, LLC 0.23% Reduce -94.8% 1,868 $340K
Tranquility Partners, LLC 0.13% No change 1,866 $340K
Argentarii, LLC 0.12% Add +0.8% 1,865 $340K
Rehmann Capital Advisory Group 0.02% Reduce -26.6% 1,861 $339K
Weik Capital Management 0.13% Reduce -1.3% 1,860 $339K
Alan B Lancz & Associates, Inc. 0.33% Reduce -10.8% 1,857 $338K
WASHINGTON TRUST Co 0.01% No change 1,855 $338K
Verus Capital Partners, LLC 0.02% Reduce -7.1% 1,853 $338K
Bison Wealth, LLC 0.03% Add +1.5% 1,963 $337K
Wellington Shields & Co., LLC 0.09% No change 1,832 $334K
Gaddis Premier Wealth Advisors LLC 0.25% No change 1,829 $333K
SkyOak Wealth, LLC 0.06% Reduce -16.1% 1,828 $333K
Quent Capital, LLC 0.02% Reduce -11.6% 1,827 $333K
HHM Wealth Advisors, LLC 0.04% Reduce -6.8% 1,824 $332K
Trueblood Wealth Management, LLC 0.13% Add +0.3% 1,823 $332K
Integrity Alliance, Llc. 0.01% Add +1.4% 1,821 $332K
Traynor Capital Management, Inc. 0.02% Add +3.4% 1,792 $331K
Wolff Financial Management LLC 0.07% No change 1,815 $331K
a16z Perennial Management, L.P. 0.03% No change 1,815 $331K
Peterson Wealth Services 0.08% Add +19.8% 1,807 $329K
Jmac Enterprises LLC 0.06% New 1,805 $329K
Pursuit Wealth Strategies, LLC 0.46% Reduce -12.7% 1,803 $329K
X-Square Capital, LLC 0.11% Reduce -5.7% 1,801 $328K
Cambient Family Office, LLC 0.05% Add +13.5% 1,796 $327K
Silver Coast Investments LLC 0.10% Reduce -10.0% 1,795 $327K
Viawealth, LLC 0.18% Add +0.1% 1,793 $327K
Radnor Capital Management, LLC 0.05% No change 1,792 $326K
Greenwood Gearhart LLC 0.02% New 1,792 $326K
Pinnacle Family Advisors, LLC 0.15% Reduce -6.8% 1,791 $326K
Naples Global Advisors, LLC 0.02% Reduce -15.7% 1,790 $326K
True North Advisors, LLC 0.04% Reduce -25.4% 1,785 $325K
Silver Oak Securities, Incorporated 0.02% Reduce -4.7% 1,783 $325K
Net Worth Advisory Group 0.07% New 1,774 $323K
Signature Wealth Management Partners, LLC 0.16% No change 1,765 $322K
Tarbox Family Office, Inc. 0.05% Reduce -9.8% 1,763 $321K
Spire Wealth Management 0.01% Add +13.4% 1,755 $320K
Next Capital Management LLC 0.10% No change 1,738 $317K
Per Stirling Capital Management, LLC. 0.03% Add +0.2% 1,731 $315K
SteelPeak Wealth, LLC 0.01% New 1,729 $315K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.7% 1,728 $315K
Perennial Investment Advisors, LLC 0.03% Add +1.4% 1,723 $314K
Summitry LLC 0.01% New 1,720 $313K
Keating Financial Advisory Services, Inc. 0.05% Reduce -0.7% 1,719 $313K
Jamison Private Wealth Management, Inc. 0.04% Add +0.2% 1,716 $313K
Financial Advisors Network, Inc. 0.04% Reduce -13.5% 1,714 $312K
Ami Investment Management Inc. 0.07% No change 1,711 $312K
Sentry LLC 0.10% No change 1,710 $312K
Pinion Investment Advisors, LLC 0.07% Reduce -0.5% 1,710 $312K
Aspire Private Capital, LLC 0.07% Add +3.0% 1,706 $311K
Capital City Trust Co. 0.07% Add +0.3% 1,705 $311K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% New 1,700 $310K
Crestmont Private Wealth LLC 0.10% Reduce -0.1% 1,697 $309K
BLB&B Advisors, LLC 0.01% Reduce -9.8% 1,691 $308K
SCS Capital Management LLC 0.00% Reduce -78.8% 1,690 $308K
Strait & Sound Wealth Management LLC 0.12% Reduce -1.5% 1,680 $306K
Stoneridge Investment Partners LLC 0.22% Reduce -0.4% 1,679 $306K
IVC Wealth Advisors LLC 0.13% Reduce -0.4% 1,676 $305K
Great Diamond Partners, LLC 0.06% Reduce -5.2% 1,673 $305K
Asset Advisors Investment Management, LLC 0.03% No change 1,673 $305K
CarsonAllaria Wealth Management, Ltd. 0.15% Reduce -38.0% 1,670 $304K
Catalina Capital Group, LLC 0.19% Reduce -0.1% 1,669 $304K
Delta Investment Management, LLC 0.05% New 1,667 $304K
Trust Co 0.03% Add +0.9% 1,661 $303K
TCI Wealth Advisors, Inc. 0.02% Add +0.1% 1,661 $303K
Biltmore Family Office, LLC 0.04% No change 1,659 $302K
Websterrogers Financial Advisors, LLC 0.09% No change 1,659 $302K
Warwick Investment Management, Inc. 0.04% Reduce -34.5% 1,659 $302K
Commonwealth Financial Services, LLC 0.05% Add +6.6% 1,656 $302K
Murphy Pohlad Asset Management LLC 0.11% No change 1,650 $301K
EntryPoint Capital, LLC 0.09% New 1,649 $300K
Catalyst Funds Management Pty Ltd 0.05% New 1,648 $300K
Childress Capital Advisors, LLC 0.05% Reduce -0.8% 1,640 $299K
Cullen Investment Group, LTD. 0.04% Add +0.3% 1,640 $299K
Marshall & Sterling Wealth Advisors Inc. 0.20% No change 1,639 $299K
Atlas Capital Advisors Inc. 0.03% Reduce -36.6% 1,638 $298K
Threadgill Financial, LLC 0.09% No change 1,635 $298K
Embree Financial Group 0.04% Add +0.7% 1,634 $298K
Cherry Tree Wealth Management, LLC 0.06% No change 1,629 $297K
M1 Capital Management LLC 0.14% New 1,626 $296K
Sather Financial Group Inc 0.02% No change 1,625 $296K
Wealthspan Partners, LLC 0.10% Reduce -6.8% 1,625 $296K
Seven Mile Advisory 0.21% Reduce -24.6% 1,623 $296K
Novak & Powell Financial Services, Inc. 0.16% No change 1,620 $295K
Measured Wealth Private Client Group, LLC 0.08% No change 1,617 $295K
Wealthcare Capital Partners, LLC 0.14% Add +0.8% 1,609 $293K
Cordgrass Capital Advisors, LLC 0.07% Reduce -4.5% 1,602 $292K
Family Manage LLC 0.04% New 1,601 $292K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,599 $291K
McGuire Capital Advisors Inc. 0.19% No change 1,597 $291K
Choate Investment Advisors 0.01% New 1,597 $291K
Sovereign Financial Group, Inc. 0.05% No change 1,594 $290K
71 West Capital Partners 0.01% New 1,586 $289K
Patton Fund Management, Inc. 0.05% No change 1,584 $289K
Optiver Holding B.V. 0.01% New 1,580 $288K
Continuum Advisory, LLC 0.03% No change 1,579 $288K
Bond & Devick Financial Network, Inc. 0.08% No change 1,576 $287K
CRA Financial Services, LLC 0.04% New 1,576 $287K
Independent Wealth Network Inc. 0.09% Reduce -3.6% 1,576 $287K
Birmingham Capital Management Co. Inc. 0.12% No change 1,573 $287K
Hardin Capital Partners, LLC 0.13% No change 1,571 $286K
Westside Investment Management, Inc. 0.04% Reduce -15.2% 1,584 $286K
SlateStone Wealth, LLC 0.02% Reduce -2.7% 1,570 $286K
Key Client Fiduciary Advisors, LLC 0.10% Reduce -0.9% 1,569 $286K
TRB Wealth Management, LLC 0.04% — 1,565 $285K
Centaurus Financial, Inc. 0.01% Reduce -0.6% 1,564 $285K
NorthCoast Asset Management LLC 0.01% Reduce -0.2% 1,560 $284K
Partners Wealth Management, LLC 0.29% Add +0.1% 1,555 $283K
Bank of New Hampshire 0.06% Reduce -0.6% 1,552 $283K
Investment Partners, LTD. 0.10% Reduce -17.5% 1,551 $283K
Shufro Rose & Co. LLC 0.02% No change 1,550 $282K
Arbor Investment Advisors, LLC 0.04% New 1,547 $282K
Alta Advisers Ltd 0.10% New 1,545 $281K
GTS Securities LLC 0.01% Reduce -66.0% 1,540 $281K
Facet Wealth, Inc. 0.00% New 1,536 $280K
Traveka Wealth, LLC 0.11% New 1,535 $280K
Loudon Investment Management, LLC 0.15% New 1,527 $278K
Three Magnolias Financial Advisors, LLC 0.18% New 1,524 $278K
Teza Capital Management LLC 1.02% New 1,522 $277K
Signal Advisors Wealth, LLC 0.02% New 1,521 $277K
Vance Wealth, LLC 0.08% New 1,520 $277K
Ewa, LLC 0.06% New 1,519 $277K
Schorn Wealth LLC 0.08% New 1,516 $276K
GeoWealth Management, LLC 0.01% Add +1.9% 1,515 $276K
SageView Advisory Group, LLC 0.01% Reduce -11.9% 1,514 $276K
Athena Wealth Management, LLC 0.23% New 1,512 $275K
Cahill Financial Advisors Inc. 0.03% New 1,509 $275K
Allegiance Financial Group Advisory Services LLC 0.05% New 1,508 $275K
Endowment Wealth Management, Inc. 0.12% New 1,506 $274K
Resonant Capital Advisors, LLC 0.01% New 1,501 $273K
Edge Wealth Management LLC 0.05% New 1,500 $273K
Apriem Advisors 0.03% New 1,500 $273K
Staley Capital Advisers Inc. 0.01% New 1,500 $273K
PGIM Custom Harvest LLC 0.00% New 1,499 $273K
Fielder Capital Group LLC 0.06% New 1,491 $272K
Howard Capital Management, LLC 0.00% Reduce -48.3% 1,481 $270K
Intellus Advisors LLC 0.04% New 1,474 $269K
Semper Augustus Investments 0.03% New 1,472 $268K
Cambridge Financial Group, LLC 0.09% New 1,471 $268K
First Business Financial Services, Inc. 0.02% New 1,471 $268K
Sound Income Strategies, LLC 0.01% Reduce -6.9% 1,525 $268K
Whetstone Capital Advisors, LLC 0.10% Reduce -16.5% 1,469 $268K
Blackston Financial Advisory Group, LLC 0.17% Reduce -12.5% 1,466 $267K
Cromwell Holdings LLC 0.15% No change 1,464 $267K
COFG Advisors, LLC 0.07% New 1,461 $266K
Claro Advisors Inc. 0.03% New 1,458 $266K
Gateway Wealth Partners, LLC 0.01% New 1,455 $265K
West Michigan Advisors, LLC 0.06% New 1,452 $265K
Synergy Financial Group, LTD 0.20% New 1,449 $264K
Richmond Investment Services, LLC 0.04% New 1,449 $264K
Farmers Trust Co. 0.04% New 1,442 $263K
Donaldson Capital Management, LLC 0.01% New 1,441 $263K
Purewater Capital LLC 0.25% — 1,438 $262K
Verity Asset Management, Inc. 0.11% New 1,436 $262K
Kestra Investment Management, LLC 0.00% New 1,428 $260K
Jacobsen Capital Management 0.09% New 1,428 $260K
Regatta Capital Group, LLC 0.04% New 1,427 $260K
JM2 Capital Inc. 0.22% New 1,426 $260K
CWS Financial Advisors, LLC 0.07% New 1,423 $259K
Coastline Trust Co 0.03% No change 1,422 $259K
Hobart Private Capital, LLC 0.05% New 1,419 $259K
Z3 Capital Partners, LLC 0.07% New 1,419 $259K
Chilton Capital Management LLC 0.01% Reduce -0.2% 1,414 $258K
NBT Bank, N.A. 0.02% Add +101.6% 1,413 $257K
Hutchinson Capital Management 0.05% New 1,407 $256K
Mountain Pacific Investment Advisers LLC 0.04% New 1,407 $256K
Secure Asset Management, LLC 0.04% New 1,407 $256K
Tompkins Financial Corp. 0.02% Add +13.0% 1,406 $256K
Peoples Bank 0.26% New 1,405 $256K
Relyea Zuckerberg Hanson LLC 0.03% New 1,403 $256K
Green Ridge Wealth Planning LLC 0.13% Reduce -27.8% 1,400 $255K
Paragon Private Wealth Management, LLC 0.08% New 1,400 $255K
Liberty Wealth Management LLC 0.03% New 1,398 $255K
Cardiff Park Advisors, LLC 0.02% New 1,388 $253K
Petersen Hastings Wealth Advisors Inc. 0.02% New 1,386 $253K
Addison Advisors LLC 0.06% Add +2.2% 1,384 $252K
Chesley Taft & Associates LLC 0.01% New 1,383 $252K
JB Capital LLC 0.01% New 1,380 $251K
L. Roy Papp & Associates, LLP 0.03% New 1,379 $251K
Acropolis Investment Management, LLC 0.01% Reduce -31.2% 1,379 $251K
Parisi Gray Wealth Management 0.06% New 1,371 $250K
Henrickson Nauta Wealth Advisors, Inc. 0.07% Reduce -39.1% 1,369 $249K
Azimuth Capital Investment Management LLC 0.01% New 1,366 $249K
Mainsail Asset Management, LLC 0.11% New 1,362 $248K
Eastern Bank 0.00% Reduce -0.2% 1,361 $248K
iSAM Funds (UK) Ltd 0.12% Reduce -86.9% 1,358 $247K
Headlands Technologies LLC 0.03% New 1,358 $247K
Avion Wealth 0.05% Add +67.2% 1,361 $247K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,353 $247K
10Elms LLP 0.17% No change 1,354 $247K
Empower Advisory Group, LLC 0.00% New 1,354 $247K
Vicus Capital 0.02% New 1,352 $246K
Financial Management Network Inc. 0.04% New 1,518 $246K
InTrack Investment Management Inc 0.14% Reduce -25.1% 1,351 $246K
KLCM Advisors, Inc. 0.02% New 1,350 $246K
Hirtle & Co., LLC 0.01% New 1,350 $246K
HighPoint Advisor Group LLC 0.01% Reduce -81.0% 1,346 $245K
Defiance ETFs, LLC 0.00% New 1,345 $245K
Tuttle Capital Management, LLC 0.40% New 1,344 $245K
Titleist Asset Management, LLC 0.02% New 1,340 $244K
Heartland Bank & Trust Co 0.06% New 1,338 $244K
NWF Advisory Services Inc. 0.03% New 1,330 $242K
Money Concepts Capital Corp. 0.01% New 1,328 $242K
Hendley & Co. Inc. 0.09% New 1,330 $242K
Financial Security Advisor, Inc. 0.04% New 1,326 $242K
SBI Securities Co., Ltd. 0.01% Reduce -1.7% 1,321 $241K
Bullock Wealth Management Group 0.12% Add +0.7% 1,370 $241K
Aldebaran Financial Inc. 0.23% New 1,320 $240K
Accelerate Investment Advisors LLC 0.16% New 1,319 $240K
Zhang Financial LLC 0.01% New 1,319 $240K
Grove Bank & Trust 0.03% Reduce -5.7% 1,317 $240K
BSW Wealth Partners 0.03% New 1,312 $239K
Covenant Asset Management, LLC 0.05% New 1,310 $239K
RD Lewis Holdings, Inc. 0.21% Reduce -0.1% 1,481 $239K
Sagewood Asset Management LP 0.07% New 1,309 $238K
Wendell David Associates Inc. 0.03% New 1,305 $238K
BCS Wealth Management 0.05% Reduce -50.0% 1,305 $238K
Cornerstone Advisory, LLC 0.02% New 1,304 $238K
General Partner, Inc. 0.14% No change 1,303 $237K
BXM Wealth LLC 0.18% Reduce -43.0% 1,300 $237K
DV Trading LLC 0.02% New 1,300 $237K
Edmond DE Rothschild Holding S.A. 0.00% New 1,300 $237K
National Wealth Management Group, LLC 0.09% New 1,296 $236K
Optas, LLC 0.04% New 1,295 $236K
Wetzel Investment Advisors, Inc. 0.09% New 1,294 $236K
Encompass More Asset Management 0.04% New 1,294 $236K
Wellington Shields Capital Management, LLC 0.04% No change 1,292 $235K
Stonebrook Private Inc. 0.05% New 1,291 $235K
Canvas Wealth Advisors, LLC 0.04% New 1,291 $235K
Tradition Wealth Management, LLC 0.02% New 1,290 $235K
Prelude Capital Management, LLC 0.02% New 1,290 $235K
Resolute Wealth Strategies, LLC 0.10% New 1,287 $234K
Lazard Asset Management LLC 0.00% New 1,286 $234K
MJP Associates Inc. 0.03% New 1,284 $234K
Sax Wealth Advisors, LLC 0.01% No change 1,811 $234K
CMG Global Holdings, LLC 0.11% New 1,278 $233K
Paragon Capital Management Ltd 0.05% New 1,277 $233K
True Wealth Design, LLC 0.06% Reduce -6.9% 1,274 $232K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 1,273 $232K
Sig Brokerage, LP 0.07% New 1,273 $232K
Griffin Asset Management, Inc. 0.03% New 1,273 $232K
Evelyn Partners Investment Management LLP 0.01% Reduce -10.0% 1,270 $231K
William Blair Investment Management, LLC 0.00% New 1,270 $231K
Meridian Wealth Advisors, LLC 0.03% New 1,269 $231K
MOR Wealth Management, LLC 0.11% Reduce -25.2% 1,268 $231K
Novem Group 0.03% New 1,267 $231K
Advus Financial Partners, LLC 0.06% New 1,266 $231K
Cypress Wealth Services, LLC 0.03% New 1,266 $231K
Triumph Capital Management 0.05% Add +1.9% 1,260 $230K
Hengehold Capital Management LLC 0.02% New 1,260 $229K
Lighthouse Financial LLC 0.14% New 1,257 $229K
Arista Wealth Management, LLC 0.03% Reduce -66.6% 1,252 $228K
Pinnacle West Asset Management, Inc. 0.15% New 1,250 $228K
CVA Family Office, LLC 0.02% Add +30.6% 1,250 $228K
Townsquare Capital LLC 0.05% New 1,249 $227K
1248 Management, LLC 0.11% Reduce -69.2% 1,246 $227K
Mirabella Financial Services LLP 0.02% Reduce -77.3% 1,245 $227K
Caldwell Sutter Capital, Inc. 0.09% Reduce -8.3% 1,239 $226K
Bluesphere Advisors LLC 0.08% New 1,239 $226K
Empirical Asset Management, LLC 0.06% New 1,237 $225K
Advyzon Investment Management, LLC 0.02% New 1,235 $225K
Cherry Creek Investment Advisors, Inc. 0.10% New 1,235 $225K
Capital Investment Counsel, Inc 0.03% New 1,234 $225K
Tempus Wealth Planning, LLC 0.05% New 1,232 $224K
Hardy Reed LLC 0.02% New 1,231 $224K
Schrum Private Wealth Management LLC 0.17% New 1,228 $224K
Willis Johnson & Associates, Inc. 0.01% New 1,228 $224K
Valley National Advisers Inc. 0.03% Reduce -1.6% 1,229 $223K
Ariadne Wealth Management, LP 0.10% New 1,224 $223K
Capstone Financial Advisors, Inc. 0.01% New 1,223 $223K
LifeWealth Investments, LLC 0.07% New 1,222 $223K
AssuredPartners Investment Advisors, LLC 0.02% New 1,255 $222K
Spirepoint Private Client, LLC 0.02% New 1,221 $222K
Performance Wealth Partners, LLC 0.01% New 1,221 $222K
Carson Advisory Inc. 0.12% New 1,219 $222K
Caliber Wealth Management, LLC / KS 0.02% New 1,219 $222K
South Dakota Investment Council 0.00% No change 1,220 $222K
First Western Trust Bank 0.01% New 1,218 $222K
Sapient Capital LLC 0.00% Reduce -65.0% 1,214 $221K
Trust Co of Kansas 0.12% New 1,214 $221K
Pointe Capital Management LLC 0.11% New 1,209 $220K
Curated Wealth Partners LLC 0.03% New 1,209 $220K
Hurlow Wealth Management Group, Inc. 0.05% New 1,207 $220K
Gradient Investments LLC 0.00% New 1,207 $220K
Schear Investment Advisers, LLC 0.10% New 1,204 $219K
Lodestone Wealth Management LLC 0.09% Add +0.8% 1,203 $219K
Private Wealth Asset Management, LLC 0.02% Add +18.9% 1,198 $218K
Charter Research & Investment Group, Inc. 0.15% New 1,198 $218K
Kavar Capital Partners Group, LLC 0.03% New 1,198 $218K
Sloy Dahl & Holst, LLC 0.03% New 1,197 $218K
Argus Investors' Counsel, Inc. 0.19% New 1,196 $218K
Income Insurance Ltd 0.15% New 1,195 $218K
Expressive Wealth LLC 0.21% New 1,264 $217K
New Republic Capital, LLC 0.07% Reduce -26.9% 1,190 $217K
Global Financial Private Client, LLC 0.07% New 1,186 $216K
Safeguard Investment Advisory Group, LLC 0.06% New 1,183 $216K
Redwood Wealth Management Group, LLC 0.09% New 1,184 $216K
Cypress Point Wealth Management, LLC 0.05% New 1,182 $215K
AdvisorNet Financial, Inc 0.01% Add +0.4% 1,181 $215K
Ellis Investment Partners, LLC 0.04% New 1,180 $215K
Charles Schwab Trust Co 0.01% New 1,179 $215K
City National Bank of Florida 0.13% New 1,179 $215K
Next Level Private LLC 0.05% New 1,177 $214K
Sigma Investment Counselors Inc. 0.01% New 1,175 $214K
Clearwater Capital Advisors, LLC 0.02% New 1,174 $214K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,171 $213K
Mill Creek Capital Advisors, LLC 0.00% New 1,171 $213K
Realta Investment Advisors 0.07% New 1,170 $213K
Kure Advisory, LLC 0.12% New 1,169 $213K
Vann Equity Management LLC 0.15% — 1,167 $213K
Capital Advisors, Ltd. LLC 0.02% Reduce -4.5% 1,165 $212K
Investment House LLC 0.01% New 1,163 $212K
Sanders Morris Harris LLC 0.03% New 1,162 $212K
Addison Capital Co 0.04% New 1,159 $211K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% New 1,159 $211K
Orange Investment Advisors, Inc. 0.03% New 1,158 $211K
Creative Financial Designs Inc. 0.01% Reduce -1.9% 1,157 $211K
LaSalle St. Investment Advisors, LLC 0.03% New 1,156 $211K
Dumont & Blake Investment Advisors LLC 0.05% New 1,153 $210K
Northstar Group, Inc. 0.03% New 1,151 $210K
Lake Street Private Wealth, LLC 0.03% New 1,151 $210K
SMART Wealth LLC 0.06% New 1,148 $209K
Grandfield & Dodd, LLC 0.01% New 1,147 $209K
Leo Wealth, LLC 0.02% New 1,144 $208K
Pring Turner Capital Group Inc. 0.13% New 1,141 $208K
Congress Park Capital LLC 0.06% New 1,140 $208K
Yoder Wealth Management, Inc. 0.09% New 1,140 $208K
Inspirion Wealth Advisors, LLC 0.03% New 1,140 $208K
Brown Miller Wealth Management, LLC 0.06% New 1,136 $207K
LifeGoal Investments, LLC 0.12% New 1,176 $207K
Adamsbrown Wealth Consultants LLC 0.05% New 1,131 $206K
Park National Corp. 0.01% New 1,131 $206K
KPP Advisory Services LLC 0.03% Reduce -36.5% 1,130 $206K
Scarborough Advisors, LLC 0.02% New 1,128 $205K
Centennial Bank 0.07% Reduce -0.4% 1,125 $205K
Keudell/Morrison Wealth Management 0.04% New 1,125 $205K
Cascade Financial Partners, LLC 0.02% New 1,125 $205K
Charis Legacy Partners, LLC 0.30% New 1,120 $204K
Hendershot Investments Inc. 0.03% New 1,120 $204K
Fortress Private Ledger, LLC 0.06% New 1,118 $204K
American Trust 0.02% New 1,118 $204K
Raleigh Capital Management Inc. 0.07% Add +7.6% 1,116 $203K
Sanchez Levi Garrett 0.13% — 1,113 $203K
Bank of Stockton 0.06% New 1,113 $203K
Compagnie Lombard Odier SCmA 0.00% No change 1,112 $203K
Millennium Capital Advisors, LLC 0.12% New 1,112 $203K
Accel Wealth Management 0.05% New 1,110 $202K
Isthmus Partners, LLC 0.02% New 1,110 $202K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 1,108 $202K
Monarch Capital Management Inc. 0.05% New 1,104 $201K
Patton Albertson Miller Group, LLC 0.02% New 1,102 $201K
WealthBridge Capital Management, LLC 0.05% New 1,101 $201K
180 Wealth Advisors, LLC 0.02% New 1,100 $200K
Family Wealth Partners, LLC 0.07% New 1,100 $200K
one8zero8, LLC 0.04% New 1,100 $200K
Sunburst Financial Group, LLC 0.04% New 1,100 $200K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 1,100 $200K
LeConte Wealth Management, LLC 0.13% New 1,099 $200K
St Germain D J Co. Inc. 0.01% Reduce -36.7% 1,096 $200K
Asset Planning,Inc 0.14% Add +0.3% 1,085 $198K
CYBER HORNET ETFs LLC 0.13% Reduce -9.7% 1,109 $195K
American Capital Advisory, LLC 0.08% Add +0.6% 1,068 $195K
Tiemann Investment Advisors, LLC 0.08% New 1,067 $194K
Sittner & Nelson, LLC 0.07% No change 1,061 $193K
Security National Bank 0.03% No change 1,054 $192K
TFC Financial Management, Inc. 0.02% Reduce -13.6% 1,005 $183K
Bravera Wealth 0.08% No change 1,000 $182K
Mechanics Financial Corp 0.08% No change 1,000 $182K
Armstrong Advisory Group, Inc. 0.01% Reduce -19.9% 993 $181K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.1% 992 $181K
Bayforest Capital Ltd 0.20% New 988 $180K
United Community Bank 0.06% Reduce -10.1% 988 $180K
Lanark Financial, Inc. 0.01% Reduce -0.2% 956 $174K
Tanglewood Legacy Advisors, LLC 0.06% No change 950 $173K
McIlrath & Eck, LLC 0.01% Reduce -16.7% 945 $172K
Birchbrook, Inc. 0.08% No change 936 $171K
Motco 0.02% Reduce -1.3% 926 $169K
Cary Street Partners Investment Advisory LLC 0.04% Add +55.8% 888 $162K
Archer Investment Corp 0.03% Reduce -14.5% 879 $160K
Burk Holdings LLC 0.07% New 872 $159K
Glass Jacobson Investment Advisors llc 0.05% Add +0.8% 872 $159K
American National Bank & Trust 0.02% Reduce -1.3% 868 $158K
Asset Dedication, LLC 0.01% Reduce -31.9% 851 $155K
Napier Financial, LLC 0.04% New 850 $155K
TrustBank 0.06% New 846 $154K
VSM Wealth Advisory, LLC 0.05% Reduce -36.1% 832 $152K
Wealth Preservation Advisors, LLC 0.12% Add +53.1% 801 $146K
Plato Investment Management Ltd 0.01% Add +86.1% 789 $144K
PFS Partners, LLC 0.07% Add +0.5% 789 $144K
Ballast Advisors LLC 0.04% New 786 $143K
Brown, Lisle/Cummings, Inc. 0.04% Add +6.6% 773 $141K
Rialto Wealth Management, LLC 0.03% Add +1.6% 772 $141K
Financial Management Professionals, Inc. 0.02% No change 765 $139K
Missouri Trust & Investment Co 0.04% No change 749 $136K
Eurizon SLJ Capital Ltd 0.06% Add +4.8% 741 $135K
Beaird Harris Wealth Management, LLC 0.01% No change 739 $135K
Zions Bancorporation, National Association 0.01% Reduce -52.1% 735 $134K
Gleason Group, Inc. 0.01% Reduce -6.4% 732 $133K
SHP Wealth Management 0.01% Add +6.3% 728 $133K
Glen Eagle Advisors, LLC 0.02% No change 728 $133K
Clark Wealth Partners 0.09% Add +0.7% 725 $132K
Park Place Capital Corp 0.03% Add +37.0% 722 $132K
Miller Wealth Advisors, LLC 0.05% Add +0.6% 715 $130K
TOWER TRUST & INVESTMENT Co 0.09% No change 714 $130K
Piscataqua Savings Bank 0.09% No change 714 $130K
2UniFi Bank 0.06% No change 710 $129K
Tower View Wealth Management LLC 0.07% Add +25.5% 709 $129K
Golden State Wealth Management, LLC 0.01% Reduce -31.9% 707 $129K
Riverview Trust Co 0.16% Reduce -7.6% 703 $128K
Kentucky Trust Co 0.07% No change 700 $128K
Toth Financial Advisory Corp. 0.01% No change 683 $124K
Quarry LP 0.03% Reduce -49.4% 679 $124K
Clearstead Trust, LLC 0.02% No change 660 $120K
Signature Equity Partners, LLC 0.06% Add +4.8% 659 $120K
Legend Capital Advisors LLC 0.07% New 644 $117K
Broadwater Capital Management LLC 0.09% No change 900 $116K
Key Financial Inc 0.02% Add +22.6% 634 $116K
Prestige Wealth Management Group LLC 0.02% Add +76.8% 633 $115K
DecisionPoint Financial, LLC 0.02% No change 627 $114K
Southern Michigan Bank & Trust 0.04% — 625 $114K
Kimelman & Baird, LLC 0.01% No change 625 $114K
Main Street Group, LTD 0.04% New 616 $112K
Basso Capital Management, L.P. 0.07% No change 612 $111K
Hager Investment Management Services, LLC 0.06% No change 605 $110K
Greykasell Wealth Strategies, Inc. 0.04% Add +16.2% 588 $107K
Twin Peaks Wealth Advisors, LLC 0.03% New 580 $106K
NorthAvenue LLC 0.08% Reduce -0.5% 575 $105K
JFS Wealth Advisors, LLC 0.01% Reduce -3.9% 563 $103K
City State Bank 0.03% Reduce -39.6% 561 $102K
Murphy & Mullick Capital Management Corp 0.08% Reduce -7.6% 557 $101K
McMillan Office, Inc. 0.01% No change 552 $101K
Mark Sheptoff Financial Planning, LLC 0.05% Reduce -42.7% 550 $99K
Community Financial Services Group, LLC 0.02% New 563 $99K
Global Trust Asset Management, LLC 0.04% No change 541 $99K
Front Row Advisors LLC 0.03% No change 535 $97K
Harbor Asset Planning, Inc. 0.08% No change 533 $97K
Sarver Vrooman Wealth Advisors 0.06% No change 533 $97K
JPL Wealth Management, LLC 0.02% New 531 $97K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -23.7% 531 $97K
First Horizon Corp. 0.00% Reduce -9.6% 530 $97K
Bayban 0.08% Add +17.7% 526 $96K
Aventura Private Wealth, LLC 0.03% Add +0.4% 522 $95K
Ogorek Anthony Joseph /NY/ 0.03% Reduce -5.8% 516 $94K
Webster Bank, N. A. 0.01% No change 501 $91K
Acima Private Wealth, LLC 0.03% No change 500 $91K
Duncker Streett & Co. Inc. 0.02% No change 500 $91K
Evermay Wealth Management LLC 0.01% No change 500 $91K
Valley Wealth Managers, Inc. 0.01% No change 500 $91K
First Command Advisory Services, Inc. 0.00% Add +22.8% 490 $89K
Portus Wealth Advisors, LLC 0.08% New 485 $88K
Millstone Evans Group, LLC 0.05% No change 481 $88K
Godsey & Gibb, Inc. 0.01% Reduce -29.7% 478 $87K
1 North Wealth Services LLC 0.03% No change 474 $86K
JNBA Financial Advisors 0.01% Reduce -72.3% 467 $85K
Johnson Financial Group, Inc. 0.00% Reduce -31.5% 465 $85K
Fideuram Asset Management (Ireland) dac 0.01% Reduce -90.5% 536 $84K
Salomon & Ludwin, LLC 0.01% No change 470 $83K
Pin Oak Investment Advisors Inc. 0.06% No change 450 $82K
Physician Wealth Advisors, Inc. 0.01% Reduce -1.3% 449 $82K
Medallion Wealth Advisors, LLC 0.03% Reduce -4.7% 446 $81K
Plante Moran Financial Advisors, LLC 0.01% Reduce -44.2% 441 $80K
Financially Speaking Inc 0.39% Add +0.7% 435 $79K
Activest Wealth Management 0.01% Add +1.8% 407 $74K
Financial Gravity Asset Management, Inc. 0.01% Reduce -3.9% 397 $72K
Whipplewood Advisors, LLC 0.04% Add +32.0% 396 $72K
Innovative Asset Advisors Group, LLC 0.04% — 390 $71K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 385 $70K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -2.3% 375 $68K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -41.3% 370 $67K
Beacon Investment Advisory Services, Inc. 0.00% New 370 $67K
Evolution Advisers, Inc. 0.03% No change 373 $67K
WFA of San Diego, LLC 0.05% No change 363 $66K
Copia Wealth Management 0.05% No change 363 $66K
Battery Global Advisors, LLC 0.04% No change 358 $65K
Team Financial Group, LLC 0.03% Add +0.6% 355 $65K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 350 $64K
Operose Advisors LLC 0.01% No change 346 $63K
Pittenger & Anderson Inc. 0.00% No change 342 $62K
Manchester Capital Management LLC 0.01% Reduce -15.8% 341 $62K
POM Investment Strategies, LLC 0.08% Add +544.2% 335 $61K
Steph & Co. 0.02% Reduce -15.3% 331 $60K
Dynamic Wealth Strategies, LLC 0.03% No change 330 $60K
New England Capital Financial Advisors LLC 0.02% Add +0.3% 329 $60K
GW&K Investment Management, LLC 0.00% Add +1.6% 328 $60K
Flagship Wealth Advisors, LLC 0.03% No change 500 $60K
EFG International AG 0.00% Reduce -91.2% 325 $59K
Morse Asset Management, Inc 0.01% Reduce -18.8% 325 $59K
Evolution Wealth Management Inc. 0.04% Add +44.0% 324 $59K
Wall Street Financial Group, Inc. 0.04% New 324 $59K
Private Wealth Management Group, LLC 0.01% Add +92.0% 313 $57K
Financial Consulate, Inc. 0.01% Reduce -0.6% 313 $57K
Protective Life Corp. 0.19% New 312 $57K
Global Wealth Strategies & Associates 0.01% No change 311 $57K
Quaker Wealth Management, LLC 0.02% Reduce -42.1% 308 $56K
Fortitude Family Office, LLC 0.01% Add +43.9% 308 $56K
Boreal Capital Management LLC 0.05% No change 300 $55K
SRH Advisors, LLC 0.02% No change 299 $54K
N.E.W. Advisory Services LLC 0.00% Add +314.5% 286 $52K
Tacita Capital Inc 0.03% No change 286 $52K
Crews Bank & Trust 0.01% No change 285 $52K
BOK Financial Private Wealth, Inc. 0.00% No change 284 $52K
Morton Brown Family Wealth, LLC 0.01% No change 282 $51K
Global Assets Advisory, LLC 0.01% New 276 $50K
Tsfg, LLC 0.01% No change 273 $50K
Signature Resources Capital Management, LLC 0.02% Add +8.8% 272 $50K
Gill Capital Partners, LLC 0.01% New 271 $49K
Tiaa Trust, National Association 0.00% Reduce -98.4% 270 $49K
Sfam, LLC 0.05% No change 267 $49K
Owl Creek Wealth Partners LLC 0.02% — 263 $48K
Country Trust Bank 0.00% Reduce -19.0% 260 $47K
Rakuten Securities, Inc. 0.02% Add +12800.0% 258 $47K
CNB Bank 0.02% No change 257 $47K
Graney & King, LLC 0.03% Add +0.8% 256 $47K
Peterson Wealth Management 0.03% New 250 $46K
Rogco, LP 0.02% No change 250 $46K
Gen-Wealth Partners Inc 0.01% No change 247 $45K
Smallwood Wealth Investment Management, LLC 0.02% Add +0.8% 246 $45K
Stone House Investment Management, LLC 0.01% Add +18.4% 245 $45K
Cornerstone National Bank & Trust Co 0.02% No change 250 $44K
Dorato Capital Management 0.03% No change 245 $41K
Destiny Wealth Partners, LLC 0.00% New 220 $40K
Bank & Trust Co 0.03% No change 217 $40K
Founders Capital Management 0.02% No change 215 $39K
Bell Investment Advisors, Inc 0.01% Reduce -1.4% 215 $39K
Perkins Coie Trust Co 0.01% No change 215 $39K
Wolff Wiese Magana LLC 0.02% No change 214 $39K
Bruce G. Allen Investments, LLC 0.03% Reduce -1.4% 210 $38K
Accordant Advisory Group Inc 0.02% No change 200 $36K
Delos Wealth Advisors, LLC 0.02% No change 200 $36K
Fourth Dimension Wealth, LLC 0.01% No change 200 $36K
Robinswood Financial LLC 0.01% No change 200 $36K
GoalVest Advisory LLC 0.01% No change 200 $36K
Navigoe, LLC 0.02% No change 200 $36K
Coston, McIsaac & Partners 0.01% No change 200 $36K
Clear Investment Research, LLC 0.06% New 197 $36K
Cornerstone Planning Group LLC 0.00% Add +21.4% 193 $35K
Magnolia Wealth Management, LLC 0.02% New 190 $35K
Vision Retirement, LLC 0.01% No change 190 $35K
University of Texas/Texas Am Investment Management Co. 0.01% No change 187 $34K
Silvant Capital Management LLC 0.00% No change 186 $34K
Hoey Investments, Inc. 0.00% No change 184 $34K
First PREMIER Bank 0.01% No change 176 $33K
AXS Investments LLC 0.01% Reduce -31.3% 180 $33K
Barnes Dennig Private Wealth Management LLC 0.03% No change 178 $32K
J.Safra Asset Management Corp 0.00% No change 178 $32K
Byrne Asset Management LLC 0.02% No change 173 $32K
High Point Wealth Management, LLC 0.03% Add +0.6% 172 $31K
Nova Wealth Management, Inc. 0.02% No change 171 $31K
Truvestments Capital LLC 0.01% No change 171 $31K
Walsh & Associates, LLC 0.03% No change 170 $31K
Wellington Grp LLC 0.01% No change 168 $31K
Cornerstone Financial Management LLC 0.03% Add +10.7% 166 $30K
First United Bank & Trust 0.01% No change 165 $30K
Advantage Trust Co 0.01% No change 162 $30K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -3.6% 160 $29K
Friedenthal Financial 0.01% Reduce -97.9% 157 $29K
Kemnay Advisory Services Inc. 0.00% Reduce -3.1% 155 $28K
Strategic Investment Solutions, Inc. 0.01% Reduce -1.3% 154 $28K
Covestor Ltd 0.02% Reduce -27.4% 154 $28K
Burkett Financial Services, LLC 0.01% Add +0.7% 153 $28K
Axiom Investment Management LLC 0.02% — 150 $27K
Fairscale Capital, LLC 0.02% Add +0.7% 149 $27K
NFSG Corp 0.00% Add +105.6% 146 $27K
Opal Wealth Advisors, LLC 0.01% New 144 $26K
Roble, Belko & Company, Inc 0.00% Reduce -12.4% 141 $26K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 142 $26K
Beacon Financial Strategies CORP 0.01% No change 138 $25K
Dogwood Wealth Management LLC 0.01% Add +253.8% 138 $25K
PlanVest Financial, Inc 0.02% — 137 $25K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -93.7% 195 $24K
Ares Financial Consulting, LLC 0.02% Add +407.4% 137 $24K
Heritage Wealth Advisors 0.00% No change 131 $24K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.04% No change 130 $24K
Elequin Capital, LP 0.01% New 129 $24K
First Pacific Financial 0.00% Add +0.8% 128 $23K
S&T Bank 0.01% Add +62.8% 127 $23K
Sachetta, LLC 0.01% Add +27.8% 124 $23K
Bogart Wealth, LLC 0.00% Add +0.8% 123 $22K
3 Factor Indexing, LLC 0.02% — 123 $22K
Olistico Wealth, LLC 0.01% No change 119 $22K
Richardson Capital Management LLC 0.01% No change 115 $21K
Midwest Capital Advisors, LLC 0.01% No change 114 $21K
LGT Financial Advisors LLC 0.10% Add +0.9% 112 $20K
First Community Trust NA 0.01% No change 111 $20K
Joseph Group Capital Management 0.01% Add +70.8% 111 $20K
Roxbury Financial LLC 0.02% No change 109 $20K
High Note Wealth, LLC 0.00% Reduce -14.1% 104 $19K
BNP Paribas 0.00% Reduce -99.1% 100 $18K
Costello Asset Management, INC 0.01% No change 100 $18K
Wilkerson Advisory Group LLC 0.01% Add +78.6% 100 $18K
Creative Capital Management Investments LLC 0.01% No change 100 $18K
Barrett & Company, Inc. 0.01% No change 100 $18K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 99 $18K
Raffa Wealth Management, LLC 0.00% Add +4.3% 98 $18K
Albion Financial Group 0.00% Reduce -11.7% 98 $18K
Western Pacific Wealth Management, LP 0.02% No change 95 $17K
Cedar Mountain Advisors, LLC 0.00% Add +123.8% 94 $17K
West Branch Capital LLC 0.00% No change 92 $17K
SOA Wealth Advisors, LLC. 0.00% Add +1.1% 90 $16K
Financial Perspectives, Inc 0.00% No change 88 $16K
IAG Wealth Partners, LLC 0.00% No change 85 $15K
Principia Wealth Advisory, LLC 0.01% Add +7.7% 84 $15K
Abound Wealth Management 0.00% Add +5.1% 83 $15K
MPWM Advisory Solutions, LLC 0.01% No change 83 $15K
WPG Advisers, LLC 0.01% Reduce -2.4% 82 $15K
Arlington Trust Co LLC 0.00% Add +67.3% 82 $15K
Westend Capital Management, LLC 0.00% Reduce -5.8% 81 $15K
Crewe Advisors LLC 0.00% Add +25.8% 78 $14K
Evergreen Advisors, LLC 0.00% New 78 $14K
Strengthening Families & Communities, LLC 0.00% New 76 $14K
Hickory Point Bank & Trust 0.01% New 74 $13K
YANKCOM Partnership 0.01% No change 74 $13K
Highline Wealth Partners LLC 0.00% Add +6.1% 70 $13K
First Financial Corp. 0.00% No change 69 $13K
Bare Financial Services, Inc 0.00% Add +21.1% 69 $13K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 67 $12K
Prosperity Bancshares Inc 0.01% Add +34.7% 66 $12K
Summit Securities Group LLC 0.01% Reduce -93.4% 66 $12K
Lavaca Capital LLC 0.00% No change 66 $12K
Virginia Estate & Retirement Planning Advisors Inc. 0.02% — 65 $12K
Bay Harbor Wealth Management, LLC 0.00% Add +58.5% 65 $12K
Leo H. Evart, Inc. 0.01% — 64 $12K
Legacy Wealth Managment, LLC 0.01% New 63 $11K
Valued Wealth Advisors LLC 0.00% Add +154.2% 61 $11K
Pacifica Partners Inc. 0.00% Reduce -98.1% 60 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 60 $11K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Reduce -18.6% 57 $10K
Center for Financial Planning, Inc. 0.00% No change 57 $10K
Accent Capital Management, LLC 0.01% No change 57 $10K
Old Second National Bank of Aurora 0.00% No change 55 $10K
Entrust Financial LLC 0.01% No change 55 $10K
TopTier Wealth Management, LLC 0.01% New 54 $10K
Anfield Capital Management, LLC 0.00% No change 53 $10K
PayPay Securities Corp 0.33% Add +436.4% 59 $10K
Noble Wealth Management PBC 0.00% No change 51 $9K
Align Financial, LLC 0.01% Reduce -99.6% 50 $9K
Meramec Financial Planners, LLC 0.00% No change 58 $9K
RMG Wealth Management LLC 0.00% No change 51 $9K
KERR FINANCIAL PLANNING Corp 0.01% Reduce -85.1% 52 $8K
Marquette Asset Management, LLC 0.00% Reduce -13.2% 46 $8K
Financial Network Wealth Advisors LLC 0.01% No change 42 $8K
Elevated Capital Advisors, LLC 0.00% Add +53.9% 40 $7K
United Financial Planning Group LLC 0.00% New 39 $7K
Osbon Capital Management LLC 0.01% No change 38 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 37 $7K
Elevation Wealth Partners, LLC 0.00% Add +44.0% 36 $7K
Prudent Man Investment Management, Inc. 0.00% No change 50 $6K
Westfuller Advisors, LLC 0.00% No change 35 $6K
Fiduciary Advisors, Inc. 0.00% No change 35 $6K
Tradewinds Capital Management, LLC 0.00% No change 34 $6K
Horrell Capital Management, Inc. 0.00% No change 34 $6K
HighMark Wealth Management LLC 0.00% New 34 $6K
Sunrise Financial Services, LLC 0.00% Add +106.3% 33 $6K
Tidemark, LLC 0.00% Add +6.5% 33 $6K
Penserra Capital Management LLC 0.00% No change 33 $6K
Monetary Solutions, Ltd 0.01% No change 31 $6K
Thompson Investment Management, Inc. 0.00% No change 30 $5K
Kilter Group LLC 0.00% Add +190.0% 29 $5K
CGC Financial Services, LLC 0.00% No change 28 $5K
Vermillion Wealth Management, Inc. 0.00% New 27 $5K
Spurstone Advisory Services, LLC 0.08% No change 25 $5K
Bullseye Investment Management, LLC 0.00% No change 25 $5K
WealthCollab, LLC 0.00% No change 24 $4K
Carolina Wealth Advisors, LLC 0.00% New 23 $4K
Torren Management, LLC 0.00% Reduce -96.4% 22 $4K
Dunhill Financial, LLC 0.00% Reduce -4.8% 20 $4K
Ameriflex Group, Inc. 0.00% No change 20 $4K
Bfsg, LLC 0.00% Reduce -42.9% 20 $4K
Retirement Wealth Solutions LLC 0.00% New 19 $3K
Nalls Sherbakoff Group, LLC 0.00% No change 17 $3K
Washington Trust Advisors, Inc. 0.00% New 16 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 14 $3K
1015 Capital Partners, LLC 0.00% No change 13 $2K
Caitlin John, LLC 0.00% No change 13 $2K
HFM Investment Advisors, LLC 0.00% No change 13 $2K
Hughes Financial Services, LLC 0.00% Add +100.0% 12 $2K
Advocate Investing Services LLC 0.00% No change 11 $2K
IMA Advisory Services, Inc. 0.00% Add +120.0% 11 $2K
Richardson Financial Services Inc. 0.00% New 10 $2K
Aspect Partners, LLC 0.00% No change 10 $2K
LM Advisors LLC 0.01% Add +40.9% 317 $2K
Synergy Investment Management, LLC 0.00% New 9 $2K
Pacific Center for Financial Services 0.00% Reduce -96.6% 8 $1K
Silver Grove Financial Group, Inc. 0.00% New 7 $1K
Lloyd Advisory Services, LLC. 0.00% New 7 $1K
Kingdom Financial Group LLC. 0.00% New 7 $1K
Mascoma Wealth Management LLC 0.00% Add +16.7% 7 $1K
Seneschal Advisors, LLC 0.00% Add +100.0% 6 $1K
Curio Wealth, LLC 0.00% New 5 $911
Alerus Financial NA 0.00% No change 5 $911
Breakwater Investment Management 0.00% No change 4 $729
Davis Capital Management 0.00% No change 3 $547
Atlantic Private Wealth, LLC 0.00% No change 2 $367
Nvest Wealth Strategies, Inc. 0.00% New 2 $365
Arcadia Investment Management Corp. 0.00% No change 1 $183
Atwood & Palmer Inc. 0.00% No change 1 $183
St. Johns Investment Management Company, LLC 0.00% No change 1 $182
FNY Investment Advisers, LLC 0.00% No change 5 $0

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