Phillips 66PSX

13F holders, Q2 2026 (June 30)
2,108holders −25
133new positions
159sold out
13famous investors
$168.49avg. 13F price*

At the end of Q2 2026, 2,108 institutions reported holding Phillips 66 (PSX) in their 13F filings, down 25 from Q1 2026. 133 opened new positions and 159 sold out. The largest holders were BlackRock, Inc. ($5.8B), Vanguard Capital Management LLC ($4.4B) and State Street Corp. ($4.4B). 13 famous investors held it, including Paul Singer (22.8% of Elliott Investment Management's portfolio), Bill Nygren (0.4% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions133$429.0M
Exits159$206.4M

All 13F filers, Q1 2026 → Q2 2026: 21,458,510 shares bought and 20,915,277 shares sold, net +543,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,108 holders

BlackRock, Inc. 0.09% Add +6.5% 34,112,861 $5.8B
Vanguard Capital Management LLC 0.09% Add +0.3% 26,183,335 $4.4B
State Street Corp. 0.13% Add +1.1% 26,044,694 $4.4B
Vanguard Portfolio Management LLC 0.17% Add +0.5% 22,214,319 $3.8B
Elliott Investment Management 22.77% No change 19,251,000 $3.3B
Wells Fargo & Company 0.37% Reduce -9.5% 12,479,393 $2.1B
Geode Capital Management, LLC 0.10% Add +4.3% 11,122,010 $1.9B
Morgan Stanley 0.06% Add +1.5% 7,206,592 $1.2B
Bank of New York Mellon Corp 0.18% Reduce -6.0% 6,466,764 $1.1B
Goldman Sachs Group Inc. 0.10% Reduce -1.9% 5,613,271 $948.9M
AQR Capital Management 0.26% Add +32.7% 4,489,507 $759.0M
Norges Bank 0.07% — 4,164,661 $704.0M
Charles Schwab Investment Management Inc. 0.09% Add +3.0% 4,088,240 $691.1M
T. Rowe Price Associates Inc. 0.06% Reduce -20.5% 3,795,912 $641.7M
Invesco Ltd. 0.05% Reduce -5.5% 3,741,815 $632.6M
FMR LLC 0.03% Reduce -13.8% 3,728,108 $630.2M
Northern Trust Corp. 0.07% Reduce -2.5% 3,584,780 $606.0M
Dimensional Fund Advisors LP 0.10% Add +9.4% 3,106,122 $525.2M
Amundi 0.12% Reduce -19.3% 2,958,255 $500.1M
Bank of America Corp. 0.03% Reduce -6.4% 2,780,067 $470.0M
UBS Group AG 0.06% Reduce -23.8% 2,400,725 $405.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +1.7% 2,361,396 $399.2M
Vanguard Fiduciary Trust Co. 0.08% Reduce -0.7% 2,254,520 $381.1M
JPMorgan Chase & Co. 0.02% Reduce -13.7% 1,934,094 $336.6M
Legal & General Group Plc 0.06% Reduce -9.8% 1,796,203 $303.6M
Harris Associates (Oakmark Funds) 0.40% Reduce -80.8% 1,757,891 $297.2M
Nuveen, LLC 0.07% Add +1.8% 1,736,076 $293.5M
Boston Partners 0.25% Add +2.4% 1,690,972 $286.1M
Deutsche Bank AG 0.08% Add +21.4% 1,603,832 $271.1M
Neuberger Berman Group LLC 0.17% Add +8.7% 1,547,269 $262.1M
Royal Bank of Canada 0.04% Reduce -4.2% 1,426,974 $241.2M
Mackenzie Financial Corp. 0.24% Add +118.7% 1,410,114 $238.4M
Raymond James Financial Inc. 0.06% Reduce -0.5% 1,385,609 $234.2M
Citadel Advisors 0.13% Add +160.3% 1,363,770 $230.5M
HSBC Holdings PLC 0.11% Add +51.4% 1,338,613 $227.9M
Mariner, LLC 0.23% Add +7.3% 1,311,840 $221.8M
Los Angeles Capital Management LLC 0.78% Add +3.5% 1,248,269 $211.0M
Arrowstreet Capital, Limited Partnership 0.09% Add +49.8% 1,193,125 $201.7M
Wellington Management Group LLP 0.03% Add +30.3% 1,178,961 $199.3M
Swiss National Bank 0.10% Reduce -4.4% 1,130,950 $191.2M
Victory Capital Management Inc. 0.11% Add +195.2% 1,103,316 $186.5M
Marshall Wace, LLP 0.16% Add +40.8% 1,086,732 $183.7M
Envestnet Asset Management Inc. 0.04% Reduce -1.8% 1,008,833 $170.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +7.2% 982,876 $166.2M
Merewether Investment Management, LP 3.08% Add +1075.4% 967,351 $163.5M
Jacobs Levy Equity Management, Inc. 0.57% Reduce -8.2% 945,251 $159.8M
Qube Research & Technologies Ltd 0.18% Add +48.6% 943,033 $159.4M
Vanguard Global Advisers, LLC 0.07% Reduce -0.9% 891,113 $150.6M
LPL Financial LLC 0.03% Reduce -1.3% 876,262 $148.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.10% Add +14.1% 863,553 $146.0M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -1.0% 853,719 $144.3M
Ameriprise Financial Inc. 0.03% Add +46.7% 829,621 $140.2M
NewEdge Advisors, LLC 0.41% Reduce -0.1% 823,275 $139.2M
BNP Paribas Financial Markets 0.07% Add +40.5% 821,974 $139.0M
LSV Asset Management 0.24% Reduce -1.9% 775,649 $131.1M
Canada Pension Plan Investment Board 0.07% Reduce -23.9% 760,293 $128.5M
PNC Financial Services Group, Inc. 0.06% Reduce -1.8% 740,879 $125.2M
Rhumbline Advisers 0.09% Reduce -1.7% 736,736 $124.5M
Truist Financial Corp. 0.15% Add +5.0% 733,069 $123.9M
National Pension Service 0.08% Add +5.0% 732,811 $123.9M
California Public Employees Retirement System 0.07% Add +5.5% 725,889 $122.7M
Bank of Montreal 0.04% Reduce -5.0% 690,089 $116.7M
Barrow Hanley Mewhinney & Strauss LLC 0.34% Reduce -33.1% 656,397 $111.0M
Franklin Resources Inc. 0.02% Reduce -3.0% 645,982 $109.2M
Point72 Asset Management 0.17% New 632,300 $106.9M
Corient Private Wealth LP 0.15% Reduce -11.1% 628,169 $106.2M
California State Teachers Retirement System 0.10% Add +34.3% 627,773 $106.1M
Citigroup Inc. 0.05% Add +63.5% 626,219 $105.9M
Alliancebernstein L.P. 0.03% Add +2.7% 570,173 $103.9M
National Bank of Canada 0.09% Add +109.9% 611,599 $103.4M
Russell Investments Group, Ltd. 0.09% Reduce -7.6% 600,166 $101.6M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -26.7% 572,301 $96.7M
Focus Partners Wealth 0.10% Add +5.4% 566,960 $95.8M
Two Sigma Investments, LP 0.07% Add +18245.4% 550,361 $93.0M
Squarepoint Ops LLC 0.18% Reduce -3.5% 542,563 $91.7M
Barclays PLC 0.03% Reduce -31.7% 518,620 $87.7M
Jane Street Group, LLC 0.06% Add +1803.5% 517,595 $87.5M
Acadian Asset Management LLC 0.10% Reduce -28.5% 502,791 $85.0M
M&T Bank Corp 0.23% Reduce -1.5% 470,824 $79.6M
SG Americas Securities, LLC 0.05% Add +977.6% 469,325 $79.3M
Millennium Management 0.05% Reduce -61.3% 462,062 $78.1M
Principal Financial Group Inc. 0.04% Reduce -3.1% 455,645 $77.0M
American Century Companies Inc. 0.03% Reduce -33.8% 453,394 $76.6M
Bahl & Gaynor LLC 0.35% Reduce -0.9% 448,919 $75.9M
Fayez Sarofim & Co 0.17% Reduce -8.5% 429,784 $72.7M
Federated Hermes, Inc. 0.10% Add +24.0% 425,101 $71.9M
Recurrent Investment Advisors LLC 4.23% Reduce -2.7% 403,016 $68.1M
TD Asset Management Inc 0.06% Add +24.1% 399,740 $67.6M
Aviva PLC 0.10% Add +3.1% 391,997 $66.3M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Add +1299.5% 354,166 $59.9M
Quantinno Capital Management LP 0.07% Add +17.9% 347,169 $58.7M
Alyeska Investment Group, L.P. 0.15% Add +227.1% 345,112 $58.3M
State Board of Administration of Florida Retirement System 0.10% Reduce -3.2% 344,136 $58.2M
HighTower Advisors, LLC 0.05% Add +0.3% 337,441 $57.0M
Empower Advisory Group, LLC 0.14% Add +24708.2% 335,903 $56.8M
Creative Planning 0.03% Add +8.9% 334,458 $56.5M
Capitolis Liquid Global Markets LLC 0.23% New 317,000 $53.6M
RNC Capital Management LLC 2.20% Add +0.1% 315,716 $53.4M
Davis R M Inc. 0.84% Reduce -1.5% 313,812 $53.0M
First Trust Advisors LP 0.03% Add +13.0% 313,477 $53.0M
Walleye Capital LLC 0.28% Add +1255.5% 312,437 $52.8M
New York State Teachers Retirement System 0.09% Reduce -8.5% 302,844 $51.2M
Prudential Financial Inc. 0.05% Reduce -37.2% 297,358 $50.3M
Sei Investments Co. 0.04% Reduce -2.7% 296,806 $50.2M
ZWJ Investment Counsel Inc. 1.61% Reduce -0.3% 294,015 $49.7M
Chickasaw Capital Management LLC 1.79% Add +8.8% 294,013 $49.7M
Miller Howard Investments Inc. 1.31% Reduce -0.4% 293,135 $49.6M
Zurich Insurance Group Ltd 0.34% Add +154.2% 289,016 $48.9M
&partners 0.20% Add +7.9% 283,968 $48.0M
Teacher Retirement System of Texas 0.13% Reduce -22.3% 278,722 $47.1M
Panagora Asset Management Inc. 0.14% Add +218.2% 276,908 $46.8M
Massachusetts Financial Services Co. 0.01% Reduce -37.7% 274,797 $46.5M
Ieq Capital, LLC 0.20% Reduce -5.4% 262,569 $44.4M
Manufacturers Life Insurance Company, The 0.04% Reduce -4.6% 262,251 $44.3M
Cetera Investment Advisers 0.04% Reduce -1.3% 254,943 $43.1M
Pictet Asset Management Holding SA 0.04% Add +5.6% 254,580 $43.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Add +9.0% 254,110 $42.9M
Stifel Financial Corp. 0.04% Reduce -1.4% 250,347 $42.3M
Robeco Institutional Asset Management B.V. 0.05% Reduce -5.8% 247,606 $41.9M
Allspring Global Investments Holdings, LLC 0.06% Add +29.4% 234,905 $41.0M
Tudor Investment Corporation 0.17% New 236,629 $40.0M
Janney Montgomery Scott LLC 0.08% Add +1.9% 234,191 $39.6M
Assenagon Asset Management S.A. 0.05% Reduce -16.8% 231,785 $39.2M
CANADA LIFE ASSURANCE Co 0.06% Reduce -1.9% 230,620 $38.9M
Korea Investment CORP 0.07% Reduce -32.6% 229,514 $38.8M
US Bancorp \de 0.04% Reduce -1.6% 226,998 $38.4M
Cerity Partners LLC 0.05% Add +9.9% 224,298 $37.9M
Osaic Holdings, Inc. 0.04% Add +3.7% 223,910 $37.9M
Maryland State Retirement & Pension System 0.64% Add +1002.3% 222,129 $37.6M
State of Wisconsin Investment Board 0.08% Reduce -1.5% 221,794 $37.5M
Cibc World Market Inc. 0.06% Reduce -12.4% 220,295 $37.2M
DekaBank Deutsche Girozentrale 0.06% No change 199,461 $36.9M
Stack Financial Management, Inc 2.83% Reduce -1.1% 214,827 $36.3M
Commonwealth Equity Services, LLC 0.04% Reduce -0.1% 209,803 $35.5M
Blair William & Co. 0.09% Reduce -1.4% 204,103 $34.5M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +20.0% 202,921 $34.3M
TCTC Holdings, LLC 0.90% Add +0.1% 202,788 $34.3M
Natixis Advisors, LLC 0.04% Add +13.0% 201,448 $34.1M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -2.4% 196,117 $33.2M
Advisory Resource Group 4.92% Reduce -7.0% 193,572 $32.7M
Allianz Asset Management GmbH 0.03% Add +6.1% 192,815 $32.6M
Vanguard Investments Australia, Ltd. 0.08% Add +2.3% 192,014 $32.5M
O'shaughnessy Asset Management, LLC 0.15% Reduce -6.3% 191,754 $32.4M
MML Investors Services, LLC 0.07% Add +19.9% 190,233 $32.2M
Tran Capital Management, L.P. 3.68% Reduce -0.4% 189,102 $32.0M
NFJ Investment Group, LLC 1.08% Add +1.4% 189,084 $32.0M
Fort Washington Investment Advisors Inc. 0.16% Reduce -26.6% 185,498 $31.4M
Glenmede Trust Co. NA 0.13% Add +28.8% 180,600 $30.5M
Empowered Funds, LLC 0.16% Add +46.4% 179,617 $30.4M
Nisa Investment Advisors, LLC 0.09% Reduce -1.5% 175,366 $29.6M
Public Employees Retirement System of Ohio 0.09% Add +39.3% 173,128 $29.3M
Steward Partners Investment Advisory, LLC 0.15% Add +23.0% 171,711 $29.0M
Treasurer of the State of North Carolina 0.07% Reduce -1.0% 170,779 $28.9M
Old Republic International Corp. 1.08% No change 170,100 $28.8M
CIBC Bancorp USA Inc. 0.04% Reduce -10.0% 169,854 $28.7M
Freestone Grove Partners LP 0.19% Reduce -66.2% 168,126 $28.4M
Asset Management One Co., Ltd. 0.07% Reduce -0.4% 166,861 $28.2M
New York State Common Retirement Fund 0.04% Add +1.2% 165,500 $28.0M
Royal London Asset Management Ltd. 0.05% Reduce -3.7% 164,804 $27.9M
Artemis Investment Management LLP 0.24% Add +305.3% 161,747 $27.3M
Wealth Enhancement Advisory Services, LLC 0.05% Add +14.3% 165,333 $27.2M
Susquehanna International Group, LLP 0.02% Add +86.9% 158,838 $26.9M
Hikari Power Ltd 3.07% Reduce -18.4% 155,300 $26.3M
STRS Ohio 0.10% Reduce -41.8% 154,699 $26.2M
Mercer Global Advisors Inc. 0.03% Add +19.8% 154,232 $26.1M
Nomura Asset Management Co. Ltd. 0.05% Add +3.9% 151,112 $25.5M
Arbejdsmarkedets Tillaegspension 0.55% New 150,800 $25.5M
Captrust Financial Advisors 0.04% Reduce -1.2% 150,014 $25.4M
Empyrean Capital Partners, LP 0.97% Reduce -36.7% 149,600 $25.3M
Nykredit A/S 0.09% — 142,614 $24.1M
Aberdeen Group plc 0.03% Add +4.6% 141,926 $24.0M
Adams Natural Resources Fund, Inc. 3.13% Reduce -9.0% 141,475 $23.9M
Rockefeller Capital Management L.P. 0.04% Reduce -6.4% 141,072 $23.8M
F&V Capital Management, LLC 4.38% Add +1.4% 140,587 $23.8M
Wallington Asset Management, LLC 2.77% Add +0.6% 133,499 $22.6M
Martingale Asset Management L P 0.53% Add +67.2% 133,283 $22.5M
American Assets Investment Management, LLC 1.34% No change 130,800 $22.1M
State of New Jersey Common Pension Fund D 0.08% Reduce -4.4% 130,452 $22.1M
Keybank National Association 0.07% Reduce -1.8% 130,420 $22.0M
Cohen & Steers, Inc. 0.03% New 130,387 $22.0M
Credit Agricole S A 0.05% Reduce -0.9% 127,795 $21.6M
Bridgewater Associates 0.09% Reduce -18.1% 125,491 $21.2M
Encompass Capital Advisors LLC 0.91% Reduce -59.0% 124,833 $21.1M
State of Tennessee, Department of Treasury 0.06% Reduce -0.5% 124,000 $21.0M
AustralianSuper Pty Ltd 0.09% New 122,998 $20.8M
Toronto Dominion Bank 0.03% Add +2.2% 121,662 $20.6M
Gabelli Funds LLC 0.13% Reduce -8.4% 118,100 $20.0M
Torray Investment Partners LLC 2.96% Reduce -16.5% 117,795 $19.9M
Fifth Third Bancorp 0.03% Reduce -8.2% 117,652 $19.9M
Baird Financial Group, Inc. 0.03% Reduce -4.2% 117,597 $19.9M
Resona Asset Management Co.,Ltd. 0.09% Reduce -7.9% 116,844 $19.9M
Ofi Invest Asset Management 0.20% Reduce -50.1% 131,728 $19.7M
Kestra Private Wealth Services, LLC 0.22% Reduce -1.7% 116,104 $19.6M
Hikari Tsushin, Inc. 1.29% Reduce -1.8% 114,729 $19.4M
Energy Income Partners, LLC 0.30% Add +56.2% 114,652 $19.4M
Public Sector Pension Investment Board 0.05% Reduce -0.1% 114,480 $19.4M
Czech National Bank 0.11% Add +4.0% 114,121 $19.3M
Verity & Verity, LLC 1.30% Reduce -0.5% 112,031 $18.9M
Arizona State Retirement System 0.09% Add +0.8% 111,265 $18.8M
Jones Financial Companies LLLP 0.01% Add +15.0% 109,245 $18.7M
Zacks Investment Management 0.13% Add +52.3% 110,693 $18.7M
Bollard Group LLC 0.57% Add +0.6% 109,875 $18.6M
Richard C. Young & CO., LTD. 1.37% Add +1.5% 109,824 $18.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -11.9% 108,973 $18.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -38.6% 108,933 $18.4M
Ceredex Value Advisors LLC 0.51% New 107,700 $18.2M
Hamilton Capital Partners Inc. 0.53% Add +7.4% 107,262 $18.1M
OpenArc Corporate Advisory, LLC 0.21% Add +7.1% 104,638 $17.7M
Cambridge Investment Research Advisors, Inc. 0.04% Add +1.9% 104,290 $17.6M
State of Michigan Retirement System 0.08% Reduce -2.5% 102,612 $17.3M
Pacific Heights Asset Management LLC 0.54% No change 100,000 $16.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +24.2% 98,685 $16.7M
Eldred Rock Partners, LLC 3.56% Add +6.5% 97,837 $16.5M
Jain Global LLC 0.21% Add +166.9% 97,615 $16.5M
Bokf, NA 0.23% Add +19.6% 97,159 $16.4M
Rafferty Asset Management, LLC 0.04% Reduce -18.6% 96,951 $16.4M
Associated Banc-Corp 0.39% Reduce -0.7% 96,657 $16.3M
Oppenheimer Asset Management Inc. 0.17% No change 96,515 $16.3M
D.A. Davidson & Co. 0.09% Reduce -1.2% 96,251 $16.3M
Kestra Advisory Services, LLC 0.05% Add +10.3% 96,020 $16.2M
Voya Investment Management LLC 0.02% Add +6.7% 95,789 $16.2M
DNB Asset Management AS 0.05% Add +2.7% 95,532 $16.1M
CIBC Asset Management Inc 0.04% Reduce -2.8% 94,625 $16.0M
MetLife Investment Management, LLC 0.07% Reduce -2.9% 92,687 $15.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +10.5% 91,421 $15.5M
Van Eck Associates Corp. 0.01% Reduce -70.3% 90,926 $15.4M
Schwerin Boyle Capital Management Inc. 1.86% Reduce -1.9% 89,788 $15.2M
Great Lakes Advisors, LLC 0.11% Reduce -1.6% 89,077 $15.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -5.7% 88,556 $15.0M
Woodline Partners LP 0.05% Add +10.9% 87,512 $14.8M
Ensign Peak Advisors, Inc 0.02% Add +8.8% 87,394 $14.8M
Daymark Wealth Partners, LLC 0.36% Add +0.3% 87,073 $14.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.12% Add +12.8% 86,229 $14.6M
Aventail Capital Group, LP 0.84% Add +5.8% 86,188 $14.6M
Eurizon Capital SGR S.p.A. 0.04% Add +34.2% 85,596 $14.5M
Venture Visionary Partners LLC 0.40% Add +5.2% 85,433 $14.4M
Viking Fund Management LLC 1.29% No change 85,000 $14.4M
ExodusPoint Capital Management, LP 0.13% Reduce -16.8% 84,917 $14.4M
Retirement Systems of Alabama 0.04% Reduce -1.6% 84,227 $14.2M
HUB Investment Partners, LLC 0.26% Add +0.9% 83,540 $14.1M
Lawson Kroeker Investment Management Inc. 3.89% Reduce -4.4% 82,799 $14.0M
Advisory Services Network, LLC 0.16% Add +12.1% 82,580 $14.0M
Daiwa Securities Group Inc. 0.03% Reduce -5.1% 82,438 $13.9M
Advisors Capital Management, LLC 0.15% Add +3.5% 81,597 $13.8M
Sanctuary Advisors, LLC 0.06% Reduce -0.7% 81,320 $13.7M
Gotham Asset Management 0.03% Add +9.1% 81,042 $13.7M
Concurrent Investment Advisors, LLC 0.12% Add +23.5% 79,658 $13.5M
Tortoise Capital Advisors, L.L.C. 0.14% Reduce -1.9% 79,224 $13.4M
Quadrature Capital Ltd 0.11% Add +14.8% 79,009 $13.4M
Illinois Municipal Retirement Fund 0.15% Add +0.6% 77,956 $13.2M
Aquatic Capital Management LLC 0.45% Add +387.2% 77,403 $13.1M
Adell Harriman & Carpenter Inc. 0.66% Add +1.1% 76,160 $12.9M
Marco Investment Management LLC 0.84% Reduce -2.0% 75,961 $12.8M
ProShare Advisors LLC 0.02% Add +2.8% 75,877 $12.8M
Swiss Life Asset Management Ltd 0.05% Add +10.7% 75,839 $12.8M
Vanguard Personalized Indexing Management, LLC 0.10% Add +5.5% 75,670 $12.8M
B. Metzler seel. Sohn & Co. AG 0.11% Add +3.7% 75,146 $12.7M
Wealthfront Advisers LLC 0.02% Add +5.1% 75,124 $12.7M
Sagefield Capital LP 0.94% New 74,852 $12.7M
Simmons Bank 0.71% Reduce -2.2% 73,577 $12.4M
Brown Advisory Inc. 0.02% Add +0.9% 73,391 $12.4M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.55% Reduce -59.4% 73,100 $12.4M
Guggenheim Capital LLC 0.08% Reduce -4.3% 72,309 $12.2M
IFM Investors Pty Ltd 0.08% Add +7.5% 71,928 $12.2M
Heritage Investors Management Corp. 0.33% Reduce -4.2% 71,343 $12.1M
Trexquant Investment LP 0.07% Reduce -39.8% 70,428 $11.9M
Xponance LLC 0.07% Add +0.1% 70,315 $11.9M
Bryn Mawr Trust Advisors, LLC 0.52% Reduce -0.9% 70,057 $11.8M
Sterling Capital Management LLC 0.20% Add +1.8% 69,979 $11.8M
Nomura Asset Management International Inc. 0.02% Add +6.6% 69,865 $11.8M
Visionary Wealth Advisors 0.47% Reduce -0.0% 69,764 $11.8M
Amalgamated Bank 0.08% Reduce -16.5% 69,747 $11.8M
ING Groep NV 0.06% Add +33.9% 69,596 $11.8M
Pathstone Holdings, LLC 0.03% Add +4.2% 68,389 $11.6M
XTX Topco Ltd 0.15% Add +195.8% 67,882 $11.5M
Calamos Advisors LLC 0.06% Reduce -5.9% 67,875 $11.5M
Rakuten Investment Management, Inc. 0.03% Add +9.7% 65,580 $11.4M
Macquarie Group Ltd. 0.05% Add +21.3% 67,311 $11.4M
Meitav Investment House Ltd. 0.08% New 47,721 $11.4M
MAI Capital Management 0.04% Add +18.6% 66,840 $11.3M
Savant Capital, LLC 0.03% Add +214.2% 60,249 $11.3M
Osborne Partners Capital Management, LLC 0.62% Reduce -0.8% 65,747 $11.1M
NEOS Investment Management LLC 0.04% Add +13.3% 65,327 $11.0M
First Manhattan Co. Llc. 0.03% Add +0.7% 64,125 $10.8M
Arax Advisory Partners 0.07% Add +1238.7% 63,441 $10.7M
Rothschild Investment LLC 0.40% Add +26.2% 63,281 $10.7M
Nordwand Advisors, LLC 1.63% Add +2.3% 62,724 $10.6M
TD Waterhouse Canada Inc. 0.03% Reduce -0.9% 59,533 $10.4M
Foundation Resource Management Inc. 1.21% Reduce -0.8% 61,342 $10.4M
Advisors Asset Management, Inc. 0.16% Add +2.6% 60,896 $10.3M
Utah Retirement Systems 0.10% Reduce -7.1% 60,871 $10.3M
Worldquant Millennium Advisors LLC 0.04% Reduce -52.6% 60,523 $10.2M
LBP Am SA 0.10% Add +0.0% 60,493 $10.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +8.4% 60,221 $10.2M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -3.5% 60,008 $10.1M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 60,000 $10.1M
Navellier & Associates Inc. 0.80% Add +48.9% 59,960 $10.1M
Cypress Capital Group 0.95% Add +3.8% 59,903 $10.1M
Sienna Gestion 0.59% Reduce -19.4% 57,230 $10.1M
AG2R La Mondiale Gestion D'actifs 0.36% Add +2.9% 58,523 $9.9M
Hudson Bay Capital Management LP 0.05% New 57,418 $9.7M
Edgestream Partners, L.P. 0.29% New 57,055 $9.6M
New York Life Investment Management LLC 0.07% Reduce -0.2% 55,869 $9.4M
Telos Capital Management, Inc. 0.83% Reduce -2.0% 55,644 $9.4M
QRG Capital Management, Inc. 0.08% Add +22.4% 55,595 $9.4M
Carlson Capital, L.P. 1.93% Add +371.0% 55,375 $9.4M
First Fiduciary Investment Counsel, Inc. 1.75% Reduce -1.3% 54,691 $9.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +4.7% 54,278 $9.2M
Nissay Asset Management Corp. /Japan 0.04% Add +3.9% 53,639 $9.1M
Skba Capital Management LLC 1.47% Reduce -36.5% 52,845 $8.9M
WINTON GROUP Ltd 0.29% New 52,543 $8.9M
J.W. Cole Advisors, Inc. 0.15% New 52,353 $8.9M
Man Group plc 0.02% Reduce -14.1% 52,190 $8.8M
Commerce Bank 0.04% Reduce -0.5% 51,744 $8.7M
Bank of Nova Scotia 0.01% Reduce -45.8% 51,322 $8.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.3% 51,126 $8.6M
Hosking Partners LLP 0.29% Reduce -1.3% 50,924 $8.6M
Federation des caisses Desjardins du Quebec 0.03% Add +152.8% 50,510 $8.5M
RBF Capital, LLC 0.35% No change 50,000 $8.5M
Oregon Public Employees Retirement Fund 0.09% Add +6.7% 49,260 $8.3M
Lido Advisors, LLC 0.03% Add +18.6% 49,178 $8.3M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -5.6% 49,059 $8.3M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -9.2% 48,890 $8.3M
Stablepoint Partners, LLC 1.14% Add +0.1% 48,662 $8.2M
Royal Fund Management, LLC 0.69% Add +5.0% 48,623 $8.2M
Stolper Co 2.12% Add +11.2% 48,609 $8.2M
Generali Asset Management SPA SGR 0.15% Reduce -9.2% 48,418 $8.2M
Aptus Capital Advisors, LLC 0.06% Add +0.3% 48,354 $8.2M
Leavell Investment Management, Inc. 0.30% Add +1.8% 48,112 $8.1M
Kornitzer Capital Management Inc. 0.17% Reduce -0.6% 47,977 $8.1M
Disciplined Investments, LLC 2.62% Add +12.1% 47,936 $8.1M
Engineers Gate Manager LP 0.10% Add +194.9% 47,859 $8.1M
USS Investment Management Ltd 0.03% Reduce -13.1% 47,855 $8.1M
Thrivent Financial for Lutherans 0.01% Reduce -3.1% 47,784 $8.1M
Yousif Capital Management, LLC 0.09% Reduce -8.6% 47,469 $8.0M
Intech Investment Management LLC 0.07% Add +191.4% 47,311 $8.0M
Mirador Capital Partners LP 0.98% Add +0.5% 47,295 $8.0M
Trajan Wealth LLC 0.30% Add +11.8% 47,199 $8.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +23.5% 47,194 $8.0M
Beacon Pointe Advisors, LLC 0.04% Add +3.3% 47,011 $7.9M
Graham Capital Management, L.P. 0.30% Add +414.1% 46,428 $7.8M
SevenBridge Financial Group, LLC 1.15% Reduce -0.1% 38,451 $7.8M
Spirit of America Management Corp. 1.45% Reduce -6.3% 45,436 $7.7M
Pinkerton Wealth, LLC 0.65% Reduce -2.6% 41,681 $7.6M
Park Avenue Securities LLC 0.05% Add +17.7% 44,794 $7.6M
UniSuper Management Pty Ltd 0.04% Add +29.8% 44,722 $7.6M
Salem Investment Counselors Inc. 0.19% Reduce -1.9% 44,525 $7.5M
Wesbanco Bank Inc. 0.19% Reduce -1.0% 44,446 $7.5M
Nomura Holdings Inc. 0.03% Add +188.1% 43,805 $7.4M
True Freedom Investing, LLC 0.58% Reduce -0.5% 40,371 $7.4M
Convergence Investment Partners, LLC 0.70% Add +27.7% 43,453 $7.3M
Kingsview Wealth Management, LLC 0.09% Reduce -0.9% 43,343 $7.3M
HITE Hedge Asset Management LLC 0.40% New 43,113 $7.3M
Level Four Advisory Services, LLC 0.20% Reduce -3.3% 42,529 $7.2M
AlTi Global, Inc. 0.15% Reduce -0.3% 42,506 $7.2M
Canal Insurance CO 1.57% No change 42,500 $7.2M
Icon Advisers Inc. 1.36% Reduce -20.6% 42,417 $7.2M
Sovereign Investment Advisors, LLC 1.34% No change 42,129 $7.1M
Merit Financial Group, LLC 0.04% Add +17.7% 42,079 $7.1M
Barings LLC 0.13% New 41,977 $7.1M
Qsemble Capital Management, LP 0.91% Add +978.4% 41,951 $7.1M
Atlantic Union Bankshares Corp 0.12% Reduce -3.0% 41,769 $7.1M
Mutual of America Capital Management LLC 0.07% Reduce -3.6% 41,320 $7.0M
Arkadios Wealth Advisors 0.11% Reduce -0.8% 41,098 $6.9M
King Luther Capital Management Corp. 0.03% Reduce -0.8% 41,070 $6.9M
HB Wealth Management, LLC 0.04% Add +7.7% 41,017 $6.9M
KBC Group NV 0.01% Add +12.2% 41,018 $6.9M
Kesler, Norman & Wride, LLC 1.10% Reduce -0.4% 40,989 $6.9M
Coldstream Capital Management Inc. 0.09% Reduce -1.4% 40,911 $6.9M
Vontobel Holding Ltd. 0.02% Reduce -3.6% 40,851 $6.9M
Rodgers Brothers Inc. 0.67% Reduce -3.3% 40,548 $6.9M
Heritage Trust Co 0.59% Reduce -0.6% 40,526 $6.9M
Waverly Advisors, LLC 0.04% Add +17.8% 40,457 $6.8M
Texas Yale Capital Corp. 0.15% No change 40,323 $6.8M
Alley Investment Management Company, LLC 0.78% Reduce -4.6% 39,713 $6.7M
State of Alaska, Department of Revenue 0.07% Reduce -1.2% 39,285 $6.6M
Cutler Investment Counsel LLC 0.63% Reduce -0.0% 39,282 $6.6M
Sequoia Financial Advisors, LLC 0.03% Add +5.5% 39,247 $6.6M
Altrius Capital Management Inc 1.25% Reduce -1.2% 38,879 $6.6M
Jupiter Topco LLC 0.00% — 38,743 $6.5M
NewSquare Capital LLC 0.48% Add +5.8% 38,405 $6.5M
MidFirst Bank 0.46% Add +1.0% 38,348 $6.5M
Montgomery Investment Management Inc. 1.96% Reduce -1.3% 38,200 $6.5M
Huntington National Bank 0.04% Reduce -4.5% 37,951 $6.4M
Virginia Wealth Management Group, Inc. 3.38% Add +0.1% 37,694 $6.4M
Mattern Capital Management, LLC 0.73% Reduce -58.4% 36,899 $6.2M
Elo Mutual Pension Insurance Co 0.08% Add +19.3% 36,201 $6.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.5% 35,789 $6.1M
MUFG Securities EMEA plc 0.06% Add +116.1% 35,693 $6.0M
Pinnacle Financial Partners, Inc. 0.04% Reduce -2.5% 35,628 $6.0M
Farmers & Merchants Investments Inc. 0.15% Reduce -0.1% 35,580 $6.0M
United Capital Financial Advisors, LLC 0.03% Reduce -1.7% 35,317 $6.0M
Brady Family Wealth, LLC 1.72% Reduce -2.8% 35,188 $5.9M
Entropy Technologies, LP 0.23% Add +88.2% 34,912 $5.9M
Dakota Wealth Management 0.11% Reduce -2.6% 34,804 $5.9M
Independent Advisor Alliance 0.14% Add +1.5% 34,704 $5.9M
Nkcfo LLC 1.77% No change 34,475 $5.8M
Cary Street Partners Financial LLC 0.13% Reduce -1.1% 33,930 $5.7M
GMO 0.01% Add +485.4% 33,887 $5.7M
FIL Ltd 0.00% Add +1048.1% 33,822 $5.7M
Ancora Advisors LLC 0.11% Reduce -6.9% 33,814 $5.7M
Community Bank & Trust, Waco, Texas 1.03% Reduce -2.1% 33,772 $5.7M
Farther Finance Advisors, LLC 0.04% Add +17.5% 33,699 $5.7M
OMERS ADMINISTRATION Corp 0.03% Reduce -7.5% 33,427 $5.7M
Alpha Omega Wealth Management LLC 0.85% Reduce -2.1% 33,114 $5.6M
Pinnacle Associates Ltd. 0.06% Reduce -1.2% 33,020 $5.6M
BTC Capital Management, Inc. 0.34% Add +28.6% 32,961 $5.6M
Abn Amro Investment Solutions 0.05% Add +36.9% 32,899 $5.6M
Tidal Investments LLC 0.01% Add +51.7% 32,674 $5.5M
Meyer Handelman Co. 0.16% Reduce -1.2% 32,672 $5.5M
Compass Wealth Management LLC 1.04% Reduce -6.0% 32,662 $5.5M
Y-Intercept (Hong Kong) Ltd 0.11% New 32,400 $5.5M
Allstate Corp. 0.05% Reduce -27.6% 32,106 $5.4M
GF Fund Management Co. LTD. 0.06% Reduce -70.6% 31,898 $5.4M
Chatham Capital Group, Inc. 0.68% Reduce -1.8% 31,690 $5.4M
Oppenheimer & Co. Inc. 0.06% Reduce -24.1% 31,636 $5.3M
Colonial Trust Advisors 0.37% Reduce -2.8% 31,635 $5.3M
Kenora Financial, LLC 1.65% Reduce -9.0% 31,618 $5.3M
Composition Wealth, LLC 0.06% Reduce -1.6% 31,592 $5.3M
Mizuho Securities USA LLC 0.09% Add +28.9% 31,389 $5.3M
Gladstone Institutional Advisory LLC 0.17% Reduce -0.0% 31,383 $5.3M
Catherine Avery Investment Management LLC 2.29% Add +0.2% 31,061 $5.3M
Canada Post Corp Registered Pension Plan 0.18% Reduce -0.8% 31,057 $5.3M
Glass Wealth Management Co LLC 1.75% Add +1.9% 30,990 $5.2M
Parr McKnight Wealth Management Group, LLC 0.61% Add +12.6% 30,665 $5.2M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.6% 30,622 $5.2M
OP Asset Management Ltd 0.06% Add +4.4% 30,581 $5.2M
Scissortail Wealth Management, LLC 0.99% Reduce -33.9% 30,510 $5.2M
Red Cedar Investment Management, LLC 0.49% Add +163.5% 30,377 $5.1M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -2.6% 30,361 $5.1M
Pacer Advisors, Inc. 0.01% Add +48.8% 30,008 $5.1M
First American Bank 0.28% Reduce -2.1% 29,326 $5.0M
Verition Fund Management LLC 0.04% Reduce -33.5% 29,304 $5.0M
Vise Technologies, Inc. 0.06% Add +44.0% 29,277 $4.9M
Carnegie Investment Counsel 0.10% Reduce -2.9% 29,270 $4.9M
Parsons Capital Management Inc. 0.22% Reduce -21.6% 29,260 $4.9M
Private Advisor Group, LLC 0.02% Reduce -11.6% 29,249 $4.9M
Norinchukin Bank, The 0.05% Reduce -0.3% 28,984 $4.9M
UMB Bank, n.a. 0.06% Add +0.4% 28,711 $4.9M
Prospera Financial Services Inc 0.07% Reduce -17.2% 28,487 $4.8M
OneDigital Investment Advisors LLC 0.04% Add +2.4% 28,469 $4.8M
Wedbush Securities Inc. 0.12% Reduce -0.5% 28,386 $4.8M
Cardinal Capital Management 0.58% Reduce -0.5% 28,388 $4.8M
Nations Financial Group Inc, /Ia/ 0.23% Add +1.3% 28,087 $4.7M
Saudi Central Bank 0.06% Add +88.7% 28,069 $4.7M
Colonial Trust Co / SC 0.57% Reduce -3.2% 26,644 $4.5M
O'Keefe Stevens Advisory, Inc. 0.92% Add +5.1% 26,568 $4.5M
Ellerson Group Inc. 2.64% Reduce -1.5% 26,452 $4.5M
HM Payson & Co. 0.06% Reduce -29.7% 26,440 $4.5M
First Financial Bankshares Inc 0.08% Reduce -3.0% 26,396 $4.5M
Principle Wealth Partners LLC 0.22% Add +0.1% 26,244 $4.4M
Benjamin Edwards Inc. 0.04% Reduce -15.6% 26,111 $4.4M
Quantbot Technologies LP 0.17% New 26,093 $4.4M
Westwood Holdings Group Inc. 0.03% Add +49.1% 25,906 $4.4M
Summit Trail Advisors, LLC 0.05% Add +1.6% 25,770 $4.4M
Beacon Financial Group 0.39% Reduce -1.6% 25,598 $4.3M
Bleakley Financial Group, LLC 0.06% Add +67.5% 25,546 $4.3M
Investment Management Corp of Ontario 0.05% Reduce -11.4% 25,535 $4.3M
Citizens National Bank Trust Department 0.63% Reduce -1.4% 25,521 $4.3M
Kentucky Retirement Systems 0.11% Reduce -48.6% 25,441 $4.3M
Alps Advisors Inc. 0.02% Add +784.7% 25,390 $4.3M
Praxis Investment Management Inc. 0.22% No change 25,043 $4.2M
Rockline Wealth Management, LLC 0.81% Add +0.4% 25,026 $4.2M
Schroder Investment Management Group 0.00% Reduce -50.7% 25,021 $4.2M
Americana Partners, LLC 0.10% Reduce -1.5% 24,961 $4.2M
CENTRAL TRUST Co 0.08% Reduce -0.5% 24,923 $4.2M
Mader & Shannon Wealth Management, Inc. 1.97% Add +2.0% 24,917 $4.2M
Chicago Partners Investment Group LLC 0.08% Add +31.2% 19,950 $4.1M
Metis Global Partners, LLC 0.09% Reduce -3.3% 24,328 $4.1M
MH & Associates Securities Management Corp. 3.67% Reduce -0.4% 24,208 $4.1M
Franklin, Parlapiano, Turner & Welch, LLC 0.92% No change 24,155 $4.1M
Brighton Jones LLC 0.08% Add +13.8% 24,019 $4.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -1.8% 24,008 $4.1M
Candriam S.C.A. 0.02% Add +0.8% 23,832 $4.0M
Martin Capital Partners, LLC 1.47% Reduce -29.7% 23,709 $4.0M
Azzad Asset Management Inc. 0.35% Add +2.6% 23,705 $4.0M
CCM Investment Advisers LLC 0.31% Reduce -54.6% 23,702 $4.0M
Sciencast Management LP 0.83% New 23,610 $4.0M
Johnson Investment Counsel Inc. 0.03% Reduce -0.8% 23,545 $4.0M
Mubadala Investment Co PJSC 0.01% New 23,405 $4.0M
Brevan Howard Capital Management LP 0.06% Reduce -6.1% 23,372 $4.0M
NorthCrest Asset Manangement, LLC 0.10% Add +3.3% 20,800 $3.9M
Allworth Financial LP 0.02% Reduce -62.8% 23,029 $3.9M
Unison Advisors LLC 0.27% New 23,005 $3.9M
Choreo, LLC 0.04% Reduce -2.9% 22,990 $3.9M
EP Wealth Advisors, LLC 0.01% Add +29.6% 22,857 $3.9M
Crossmark Global Holdings, Inc. 0.05% Add +3.0% 22,812 $3.9M
New Age Alpha Advisors, LLC 0.16% Add +29.1% 22,447 $3.8M
Baxter Bros Inc. 0.44% Reduce -1.8% 22,439 $3.8M
Vident Advisory, LLC 0.03% Add +7.1% 22,352 $3.8M
Equitable Trust Co. 0.16% Reduce -0.9% 22,145 $3.7M
Hartford Investment Management Co. 0.11% Reduce -3.4% 22,129 $3.7M
DAVENPORT & Co LLC 0.02% Reduce -14.8% 21,915 $3.7M
Wisconsin Capital Management LLC 1.76% Add +0.9% 21,909 $3.7M
Cheviot Value Management, LLC 0.38% Reduce -2.1% 21,875 $3.7M
Tocqueville Asset Management L.P. 0.05% Reduce -0.2% 21,777 $3.7M
DCM Advisors, LLC 1.45% Add +4.4% 21,757 $3.7M
Vestor Capital, LLC 0.23% Add +45860.7% 1,067,208 $3.6M
Integrated Wealth Concepts LLC 0.02% Reduce -11.4% 21,352 $3.6M
Community Bank, N.A. 0.39% Reduce -2.8% 21,311 $3.6M
Somerset Trust Co 1.02% Add +0.3% 21,301 $3.6M
Gateway Investment Advisers LLC 0.04% Add +16.1% 21,187 $3.6M
Polymer Capital Management (US) LLC 0.53% Add +290.1% 21,157 $3.6M
Quotient Wealth Partners, LLC 0.08% Reduce -10.5% 21,077 $3.6M
Mitchell & Pahl Private Wealth, LLC 1.30% Add +1.6% 21,010 $3.6M
Equitable Holdings, Inc. 0.02% Reduce -28.9% 20,976 $3.5M
Tokio Marine Asset Management Co. Ltd. 0.11% Reduce -1.9% 20,764 $3.5M
Ameritas Investment Partners, Inc. 0.09% Reduce -1.8% 20,673 $3.5M
CreativeOne Wealth, LLC 0.08% Add +218.9% 20,615 $3.5M
Argyle Capital Management, LLC 1.00% Reduce -1.7% 20,517 $3.5M
Louisiana State Employees Retirement System 0.05% No change 20,500 $3.5M
First National Bank of Omaha 0.10% Reduce -10.8% 20,290 $3.5M
Bank Ozk 1.02% Add +11.6% 20,334 $3.4M
New Mexico Educational Retirement Board 0.09% Add +8.6% 20,128 $3.4M
Midwest Trust Co 0.04% Reduce -0.0% 19,876 $3.4M
Profund Advisors LLC 0.09% Add +4.3% 19,875 $3.4M
First Nebraska Trust Co 0.27% Reduce -0.1% 19,782 $3.3M
Schonfeld Strategic Advisors LLC 0.02% Add +403.9% 19,761 $3.3M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -2.0% 19,742 $3.3M
German American Bancorp, Inc. 0.25% Reduce -24.2% 19,720 $3.3M
Legato Capital Management LLC 0.28% Reduce -1.6% 19,681 $3.3M
J. Goldman & Co LP 0.12% New 19,663 $3.3M
Sowell Financial Services LLC 0.11% Add +82.3% 19,421 $3.3M
Ramirez Asset Management, Inc. 0.34% Reduce -25.9% 19,405 $3.3M
City Holding Co. 0.37% Add +2.8% 19,351 $3.3M
SWS Partners 0.71% Add +1.1% 19,349 $3.3M
IFP Advisors, Inc 0.06% Reduce -2.5% 19,223 $3.2M
Cullen/Frost Bankers, Inc. 0.03% Add +2.3% 19,213 $3.2M
Atria Investments, Inc 0.03% Add +3.5% 19,061 $3.2M
Becker Capital Management Inc. 0.09% Reduce -0.8% 19,043 $3.2M
Prime Capital Investment Advisors, LLC 0.03% Reduce -0.4% 19,009 $3.2M
Mediolanum International Funds Ltd 0.03% Reduce -1.2% 18,382 $3.2M
Caldwell Trust Co 0.26% Add +1.5% 18,852 $3.2M
International Assets Investment Management, LLC 0.19% Reduce -5.9% 18,230 $3.2M
GC Wealth Management RIA, LLC 0.18% Add +1.7% 18,801 $3.2M
HBK Sorce Advisory LLC 0.06% Reduce -3.0% 15,670 $3.2M
Agman Capital LLC 2.00% Add +832.1% 183,634 $3.2M
Silvercrest Asset Management Group LLC 0.02% Reduce -4.0% 18,724 $3.2M
Geneos Wealth Management Inc. 0.06% Add +0.3% 18,422 $3.1M
Diversified Trust Co. 0.05% Reduce -16.8% 18,408 $3.1M
McDonald Partners LLC 0.74% Reduce -59.9% 18,065 $3.1M
AlphaCore Capital LLC 0.06% Add +80.3% 17,816 $3.0M
Laird Norton Wetherby Trust Company, LLC 0.06% Reduce -4.1% 17,789 $3.0M
Bartlett & Co. Wealth Management LLC 0.04% Add +1.1% 17,768 $3.0M
Apollon Wealth Management, LLC 0.04% Add +31.4% 17,760 $3.0M
Ethic Inc. 0.04% Add +3.1% 17,736 $3.0M
Caprock Group, LLC 0.06% Add +1.4% 17,508 $3.0M
Stratos Wealth Partners, LTD. 0.03% Reduce -8.4% 17,499 $3.0M
Argonautica Private Wealth Management, Inc. 0.72% Reduce -2.9% 17,433 $2.9M
Mutual Advisors, LLC 0.06% Add +1.8% 17,281 $2.9M
GAMMA Investing LLC 0.11% Add +7.0% 17,206 $2.9M
Wilmington Savings Fund Society, FSB 0.06% Add +0.1% 17,162 $2.9M
Clifford Swan Investment Counsel LLC 0.09% Reduce -0.6% 17,152 $2.9M
Koshinski Asset Management, Inc. 0.15% Add +3.5% 17,066 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% No change 17,016 $2.9M
Procyon Advisors, LLC 0.12% Reduce -2.7% 16,964 $2.9M
Opus Investment Management Inc. 1.56% No change 16,900 $2.9M
Northside Capital Management, LLC 0.23% No change 16,725 $2.8M
Great Lakes Retirement, Inc. 0.25% Add +4.3% 16,661 $2.8M
Cresset Asset Management, LLC 0.01% Reduce -6.1% 16,577 $2.8M
Patten & Patten Inc. 0.15% Add +1.2% 16,558 $2.8M
Brookstone Capital Management 0.03% Reduce -4.0% 16,449 $2.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +1.4% 16,403 $2.8M
Foundations Investment Advisors, LLC 0.03% Add +1.8% 16,236 $2.7M
IHT Wealth Management, LLC 0.06% Reduce -44.7% 16,201 $2.7M
Auxier Asset Management LLC 0.37% Reduce -2.8% 16,174 $2.7M
Pathway Financial Advisers, LLC 0.69% Add +0.7% 16,140 $2.7M
Capital Advisors Inc. 0.04% Add +0.4% 16,130 $2.7M
Birch Financial Group, LLC 1.40% Reduce -0.1% 16,126 $2.7M
Keystone Wealth Services, LLC 0.50% Add +1.2% 16,016 $2.7M
TBH Global Asset Management, LLC 0.50% Reduce -1.2% 15,987 $2.7M
Neville Rodie & Shaw Inc. 0.17% Reduce -0.3% 15,881 $2.7M
Stock Yards Bank & Trust Co. 0.08% Reduce -2.6% 15,864 $2.7M
Herold Advisors, Inc. 0.53% Reduce -1.7% 15,842 $2.7M
Krilogy Financial LLC 0.08% Add +22.5% 15,828 $2.7M
Vestmark Advisory Solutions, Inc. 0.03% Add +16.0% 15,805 $2.7M
William B. Walkup & Associates, Inc. 1.29% Add +0.8% 15,792 $2.7M
Elevation Point Wealth Partners, LLC 0.05% Add +5.8% 15,699 $2.7M
Summit Financial, LLC 0.03% Add +6.2% 15,563 $2.6M
Independent Solutions Wealth Management, LLC 0.34% Add +1.2% 15,558 $2.6M
Transcend Capital Advisors, LLC 0.18% Add +135.3% 15,463 $2.6M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -49.8% 15,456 $2.6M
Cherokee Insurance Co 1.01% Reduce -14.9% 15,450 $2.6M
Empirical Finance, LLC 0.11% Add +3.0% 15,385 $2.6M
Partners Capital Investment Group, LLP 0.09% New 15,360 $2.6M
Flputnam Investment Management Co. 0.03% Reduce -1.2% 15,288 $2.6M
Western Wealth Management, LLC 0.08% Reduce -0.2% 15,166 $2.6M
Mission Wealth Management, LP 0.03% Add +132.2% 15,142 $2.6M
Mattern Wealth Management LLC 0.42% Reduce -0.3% 15,103 $2.6M
AE Wealth Management LLC 0.01% Reduce -0.7% 15,102 $2.6M
Lighthouse Investment Partners, LLC 0.08% Reduce -77.6% 15,097 $2.6M
Horizon Investments, LLC 0.03% Reduce -80.2% 15,090 $2.6M
Curbstone Financial Management Corp 0.43% Add +4.2% 15,054 $2.5M
Regions Financial Corp. 0.02% Reduce -3.9% 15,034 $2.5M
Great Valley Advisor Group, Inc. 0.04% Add +0.7% 14,955 $2.5M
Stephens Inc. 0.03% Add +2.2% 14,776 $2.5M
SouthState Bank Corp 0.10% Add +2.9% 14,700 $2.5M
Flagship Capital Management Inc. 1.56% Add +0.0% 14,582 $2.5M
Dark Forest Capital Management LP 0.16% Reduce -13.7% 14,517 $2.5M
YHB Investment Advisors, Inc. 0.16% Add +0.3% 14,371 $2.4M
Wedmont Private Capital 0.07% Add +1.4% 12,894 $2.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.14% Add +267.0% 14,361 $2.4M
Campbell & CO Investment Adviser LLC 0.13% Reduce -77.8% 14,350 $2.4M
Parcion Private Wealth LLC 0.13% Add +11.7% 14,333 $2.4M
Segment Wealth Management, LLC 0.12% Add +4.0% 14,180 $2.4M
Alkeme Wealth, LLC 0.91% Reduce -3.4% 14,085 $2.4M
Wilkins Investment Counsel Inc. 0.32% No change 14,068 $2.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -3.4% 14,059 $2.4M
Harvest Portfolios Group Inc. 0.03% Add +1.2% 14,025 $2.4M
Bessemer Group Inc. 0.00% Add +4.0% 13,995 $2.4M
Oak Thistle LLC 0.23% New 13,979 $2.4M
XML Financial, LLC 0.17% Reduce -10.2% 13,825 $2.3M
First National Advisers, LLC 0.33% Reduce -6.0% 13,775 $2.3M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -0.3% 13,743 $2.3M
Infrastructure Capital Advisors, LLC 0.32% Reduce -7.6% 13,737 $2.3M
Logan Capital Management Inc. 0.09% — 13,715 $2.3M
Avantax Planning Partners, Inc. 0.06% Add +0.3% 13,692 $2.3M
Everett Harris & Co. 0.03% Add +1.4% 13,632 $2.3M
Axxcess Wealth Management, LLC 0.04% Reduce -4.9% 13,591 $2.3M
GAMCO Investors 0.02% Reduce -3.3% 13,583 $2.3M
Abundance Wealth Counselors 0.15% Add +73.4% 13,463 $2.3M
Paragon Capital Management LLC 1.04% Add +0.7% 13,327 $2.3M
Marion Wealth Management 0.46% Reduce -3.1% 13,302 $2.2M
Haverford Trust Co 0.02% Reduce -0.9% 13,158 $2.2M
TD Private Client Wealth LLC 0.04% Reduce -5.7% 13,128 $2.2M
Mgo One Seven LLC 0.04% Add +4.8% 13,074 $2.2M
Burney Co./ 0.06% Add +7.9% 13,015 $2.2M
Securian Asset Management, Inc. 0.08% Reduce -2.9% 10,635 $2.2M
Flavin Financial Services, Inc. 1.25% Reduce -0.3% 12,996 $2.2M
PFG Investments, LLC 0.08% Reduce -4.8% 12,942 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.3% 12,855 $2.2M
Sivia Capital Partners, LLC 0.26% Add +84.3% 12,829 $2.2M
Twin Capital Management Inc. 0.24% Reduce -24.2% 12,805 $2.2M
Private Management Group Inc. 0.06% Reduce -18.8% 12,791 $2.2M
Rowlandmiller & Partners.adv 0.39% Add +0.9% 12,788 $2.2M
Valeo Financial Advisors, LLC 0.05% Add +1.4% 12,763 $2.2M
Citizens Financial Group Inc. 0.03% Add +8.9% 12,693 $2.1M
Longaeva Partners L.P. 0.06% New 12,619 $2.1M
Ar Asset Management Inc. 0.39% No change 12,600 $2.1M
CI Investments Inc. 0.01% Add +225.9% 12,538 $2.1M
Bull Harbor Capital LLC 0.41% Add +20.2% 12,532 $2.1M
Meeder Advisory Services, Inc. 0.08% Reduce -8.2% 12,488 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -37.1% 12,398 $2.1M
CWC Advisors, LLC. 0.93% Reduce -5.0% 12,386 $2.1M
Tweedy, Browne Co LLC 0.16% Reduce -0.7% 12,282 $2.1M
Hancock Whitney Corp. 0.03% No change 12,265 $2.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 12,200 $2.1M
Counterweight Ventures, LLC 1.02% Reduce -4.5% 12,076 $2.0M
Mufg Securities Americas Inc. 0.11% Add +8.3% 12,076 $2.0M
Dockside LLC 0.48% — 12,036 $2.0M
Global Retirement Partners, LLC 0.03% — 12,029 $2.0M
Snowden Capital Advisors LLC 0.05% Add +10.4% 12,024 $2.0M
Nicolet Bankshares Inc. 0.06% Add +0.8% 11,630 $2.0M
Carret Asset Management, LLC 0.18% Reduce -0.6% 12,001 $2.0M
World Investment Advisors 0.03% Reduce -4.2% 11,181 $2.0M
North Dakota State Investment Board 0.08% Add +2.6% 11,983 $2.0M
Weaver C. Barksdale & Associates, Inc. 1.80% Reduce -0.1% 11,869 $2.0M
Florida Trust Wealth Management Co 0.05% Add +46.5% 11,851 $2.0M
Avidian Wealth Enterprises, LLC 0.06% Add +5.1% 11,762 $2.0M
Williams Jones Wealth Management, LLC. 0.02% Add +0.3% 11,757 $2.0M
River Wealth Advisors LLC 0.21% Reduce -1.5% 11,727 $2.0M
Hilltop National Bank 0.42% Add +0.1% 11,685 $2.0M
Jacobi Capital Management LLC 0.10% Add +0.1% 11,655 $2.0M
Columbia Bank 0.44% Add +4.3% 11,651 $2.0M
Fisher Asset Management 0.00% Add +12.8% 11,604 $2.0M
Private Capital Management, LLC 0.18% Reduce -6.6% 11,587 $2.0M
Crescent Sterling, Ltd. 1.75% Reduce -2.6% 11,579 $2.0M
Principal Securities, Inc. 0.02% Reduce -4.5% 11,529 $1.9M
Moors & Cabot, Inc. 0.08% Add +4.0% 11,511 $1.9M
Evercore Wealth Management, LLC 0.03% Reduce -4.4% 11,457 $1.9M
Parallel Advisors, LLC 0.03% Add +3.5% 11,422 $1.9M
Brown Brothers Harriman & Co. 0.01% Add +66.0% 11,290 $1.9M
Boyd Watterson Asset Management LLC 0.51% Reduce -0.8% 11,152 $1.9M
Fruth Investment Management 0.45% Reduce -1.1% 11,123 $1.9M
Icon Wealth Advisors, LLC 0.11% Add +7.0% 11,117 $1.9M
Inscription Capital, LLC 0.17% Add +2.9% 11,068 $1.9M
Dynamic Advisor Solutions LLC 0.05% Reduce -1.6% 11,026 $1.9M
Pallas Capital Advisors LLC 0.06% Add +16.1% 10,903 $1.8M
MCF Advisors LLC 0.07% Reduce -0.7% 10,840 $1.8M
Sendero Wealth Management, LLC 0.18% Reduce -42.2% 10,801 $1.8M
Greenleaf Trust 0.02% Reduce -2.9% 10,645 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -1.6% 10,558 $1.8M
Moneco Advisors, LLC 0.11% Add +23.7% 10,499 $1.8M
First Interstate Bank 0.09% No change 10,477 $1.8M
Atom Investors LP 0.16% Add +10.4% 10,400 $1.8M
Shelton Capital Management 0.03% Reduce -1.1% 10,395 $1.8M
Stratos Investment Management, LLC 0.06% Reduce -67.4% 10,316 $1.7M
Ticino Wealth 0.55% Reduce -69.0% 10,308 $1.7M
Cannell & Spears LLC 0.03% Reduce -0.7% 10,300 $1.7M
Independent Financial Group, LLC 0.03% Reduce -4.4% 10,281 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -30.1% 10,276 $1.7M
Thoroughbred Financial Services, LLC 0.08% No change 10,266 $1.7M
AIA Group Ltd 0.02% Reduce -33.0% 10,252 $1.7M
Bragg Financial Advisors, Inc 0.05% Reduce -1.2% 10,202 $1.7M
Beese Fulmer Investment Management, Inc. 0.10% Add +2.1% 10,174 $1.7M
Smith Group Asset Management, LLC 0.07% No change 10,154 $1.7M
Bangor Savings Bank 0.13% Reduce -2.7% 10,100 $1.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.08% Reduce -31.4% 10,100 $1.7M
Verdence Capital Advisors LLC 0.09% Reduce -0.3% 10,033 $1.7M
Delta Financial Advisors LLC 0.40% Add +0.0% 9,959 $1.7M
Convergence Financial, LLC 0.13% Add +69.2% 9,958 $1.7M
Harfst & Associates, Inc. 0.26% Reduce -0.7% 9,952 $1.7M
Mitchell McLeod Pugh & Williams Inc. 0.21% Add +15.7% 9,945 $1.7M
Danske Bank A/S 0.00% Add +2.0% 9,939 $1.7M
Wealthspire Advisors, LLC 0.01% Add +31.4% 9,905 $1.7M
Clearstead Advisors, LLC 0.02% Reduce -7.5% 9,870 $1.7M
Callan Family Office, LLC 0.03% Add +1.7% 9,814 $1.7M
Todd Asset Management LLC 0.03% No change 9,811 $1.7M
Cullinan Associates Inc. 0.12% Add +1.3% 9,762 $1.7M
Summit Place Financial Advisors, LLC 0.72% Add +1.2% 9,741 $1.6M
Jeppson Wealth Management, LLC 0.48% Reduce -0.4% 9,731 $1.6M
Smith, Moore & Co. 0.11% Reduce -0.4% 9,730 $1.6M
CFM Wealth Partners LLC 0.21% No change 9,623 $1.6M
Wahed Invest LLC 0.17% Reduce -3.5% 9,541 $1.6M
Donoghue Forlines LLC 0.42% Reduce -3.1% 9,527 $1.6M
Impact Capital Partners LLC 0.44% Add +4.5% 9,511 $1.6M
Curi Capital, LLC 0.02% Reduce -3.4% 9,506 $1.6M
Exchange Traded Concepts, LLC 0.01% Add +22.6% 9,487 $1.6M
Cidel Asset Management Inc. 0.08% Reduce -3.3% 9,467 $1.6M
Interval Partners, LP 0.05% Add +37.4% 9,464 $1.6M
Fideuram Asset Management (Ireland) dac 0.03% Add +1679.8% 9,540 $1.6M
Quadrant Capital Group LLC 0.04% Reduce -0.2% 9,414 $1.6M
Beacon Investment Advisors LLC 0.50% Add +0.2% 9,401 $1.6M
Cercano Management LLC 0.21% No change 9,396 $1.6M
Signaturefd, LLC 0.02% Add +4.8% 9,368 $1.6M
Lebenthal Global Advisors, LLC 0.21% Add +4.5% 9,367 $1.6M
JBR Co Financial Management Inc 0.57% Add +12.7% 9,293 $1.6M
Avior Wealth Management, LLC 0.04% Reduce -6.5% 9,269 $1.6M
Raiffeisen Bank International AG 0.02% No change 9,000 $1.6M
Evergreen Capital Management LLC 0.03% Reduce -3.4% 9,160 $1.5M
Oakmont Investment Advisors, Inc. 1.07% Add +1.4% 9,109 $1.5M
Capital Advisors Wealth Management, LLC 0.18% Add +0.9% 9,097 $1.5M
First Merchants Corp. 0.05% Reduce -3.8% 9,097 $1.5M
Bellecapital International Ltd. 0.25% Add +4.7% 9,091 $1.5M
Wimmer Associates 1, LLC 0.69% No change 9,073 $1.5M
Diversify Advisory Services, LLC 0.03% New 7,366 $1.5M
Diversify Wealth Management, LLC 0.03% Reduce -5.1% 7,366 $1.5M
Poehling Capital Management, INC. 0.33% Reduce -1.2% 9,017 $1.5M
Pavion Blue Capital, LLC 0.61% Add +0.0% 8,927 $1.5M
AA Financial Advisors, LLC 0.18% Add +3.0% 8,925 $1.5M
Fifth Third Wealth Advisors LLC 0.04% Reduce -2.4% 8,925 $1.5M
Petros Family Wealth, LLC 0.92% Add +3.2% 8,918 $1.5M
Ingalls & Snyder LLC 0.04% No change 8,915 $1.5M
Tower Bridge Advisors 0.14% Reduce -4.3% 8,897 $1.5M
Ilex Capital Partners (UK) LLP 0.03% New 8,864 $1.5M
EverSource Wealth Advisors, LLC 0.05% Reduce -28.9% 8,851 $1.5M
Sigma Planning Corp 0.04% Add +0.5% 8,813 $1.5M
Levin Capital Strategies, L.P. 0.10% New 8,762 $1.5M
Fiduciary Trust Co 0.02% Reduce -0.5% 8,716 $1.5M
FourThought Financial Partners, LLC 0.11% Add +2.6% 8,701 $1.5M
Alpine Woods Capital Investors, LLC 0.33% Reduce -6.5% 8,644 $1.5M
Lowe Brockenbrough & Co. Inc. 0.06% No change 8,603 $1.5M
Adirondack Trust Co. 0.43% Reduce -1.0% 8,577 $1.4M
Mystic Asset Management, Inc. 0.31% Add +0.7% 8,573 $1.4M
Lee Danner & Bass Inc. 0.08% Reduce -0.1% 8,567 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.1% 8,551 $1.4M
Voleon Capital Management LP 0.03% Add +36.9% 8,512 $1.4M
Guyasuta Investment Advisors Inc. 0.07% Reduce -4.6% 8,493 $1.4M
Intrua Financial, LLC 0.13% Reduce -2.2% 8,430 $1.4M
Harbour Investment Management LLC 0.74% Reduce -1.5% 8,428 $1.4M
Fox Run Management, L.L.C. 0.24% New 8,422 $1.4M
Waddell & Associates, LLC 0.07% Add +10.9% 8,407 $1.4M
Old National Bancorp 0.03% Reduce -77.6% 8,403 $1.4M
RiverFront Investment Group, LLC 0.02% Add +75.7% 8,395 $1.4M
Confluence Wealth Services, Inc. 0.04% Add +27.2% 8,394 $1.4M
Naviter Wealth, LLC 0.13% Add +1.4% 8,311 $1.4M
V-Square Quantitative Management LLC 0.13% Add +1.2% 8,303 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.21% Add +0.1% 8,263 $1.4M
Navalign, LLC 0.33% Reduce -0.3% 8,260 $1.4M
Prudential PLC 0.01% No change 8,243 $1.4M
Fidelis Capital Partners, LLC 0.08% Add +42.1% 8,224 $1.4M
Uhlmann Price Securities, LLC 0.05% Reduce -3.3% 8,201 $1.4M
SCP Investment, LP 1.28% Add +6.5% 8,188 $1.4M
Argent Trust Co 0.04% Reduce -0.9% 8,185 $1.4M
Intrust Bank NA 0.10% Reduce -22.4% 8,165 $1.4M
Harbour Investments, Inc. 0.02% Reduce -21.2% 8,157 $1.4M
Virtue Asset Management LLC 0.99% Reduce -12.3% 8,147 $1.4M
Groupama Asset Managment 0.02% Add +3.1% 7,950 $1.4M
Ausdal Financial Partners, Inc. 0.05% Add +34.5% 8,120 $1.4M
Two Sigma Securities, LLC 0.12% Add +298.2% 8,059 $1.4M
VestGen Advisors, LLC 0.04% Reduce -18.2% 8,037 $1.4M
Optiver Holding B.V. 0.02% Add +407.8% 8,023 $1.4M
Searle & Co. 0.30% No change 8,017 $1.4M
Evolve Private Wealth, LLC 0.08% Reduce -14.4% 7,993 $1.4M
Westmount Partners, LLC 0.30% Add +0.6% 7,987 $1.4M
Virtu Financial LLC 0.04% Reduce -16.5% 7,964 $1.3M
Cowa, LLC 0.36% Add +0.0% 7,868 $1.3M
Wealth Alliance Advisory Group, LLC 0.19% Add +0.4% 7,854 $1.3M
Glenview Trust Co 0.02% Add +2.6% 7,790 $1.3M
Moneta Group Investment Advisors LLC 0.01% Add +7.3% 7,766 $1.3M
Van Hulzen Asset Management, LLC 0.09% Reduce -1.0% 7,737 $1.3M
Vestcor Inc 0.03% Reduce -7.9% 7,727 $1.3M
Cozad Asset Management Inc. 0.08% Add +7.7% 7,693 $1.3M
Tema ETFs LLC 0.04% Add +10.5% 7,651 $1.3M
Eagle Global Advisors LLC 0.04% Add +0.1% 7,636 $1.3M
Elevatus Welath Management 0.31% Add +212.8% 7,621 $1.3M
RFG Advisory, LLC 0.02% Reduce -49.2% 7,609 $1.3M
Patten Group, Inc. 0.20% Add +0.9% 7,607 $1.3M
Denali Advisors LLC 0.13% Add +2.7% 7,605 $1.3M
Savvy Advisors, Inc. 0.03% Add +1.7% 7,593 $1.3M
Stegent Equity Advisors, Inc. 0.92% Reduce -3.8% 7,589 $1.3M
Cerro Pacific Wealth Advisors LLC 0.29% Add +1.0% 7,573 $1.3M
Bull Street Advisors, LLC 0.58% No change 7,522 $1.3M
San Luis Wealth Advisors LLC 0.19% Reduce -80.1% 7,448 $1.3M
DT Investment Partners, LLC 0.09% No change 7,431 $1.3M
Frec Markets, Inc. 0.11% Add +37.9% 7,423 $1.3M
NewEdge Wealth, LLC 0.01% Add +10.8% 7,376 $1.2M
Aviance Capital Partners, LLC 0.13% Add +11.7% 7,374 $1.2M
Coastal Bridge Advisors, LLC 0.08% Add +16.4% 7,364 $1.2M
First Citizens Bank & Trust Co. 0.02% Add +2.6% 7,338 $1.2M
Fiduciary Group, LLC 0.10% Reduce -2.3% 7,267 $1.2M
Hilltop Holdings Inc. 0.10% Add +6.0% 7,261 $1.2M
Purkiss Capital Advisors LLC 0.47% Reduce -12.8% 7,242 $1.2M
SBI Okasan Asset Management Co.Ltd. 0.04% No change 7,000 $1.2M
Erste Asset Management GmbH 0.01% Reduce -20.4% 7,000 $1.2M
Resources Management Corp. /CT/ 0.15% Reduce -0.7% 7,178 $1.2M
AMG National Trust Bank 0.02% Add +17.5% 7,148 $1.2M
Welch & Forbes LLC 0.01% Add +6.3% 7,131 $1.2M
Barry Investment Advisors, LLC 0.25% Reduce -9.3% 7,127 $1.2M
Kingswood Wealth Advisors, LLC 0.05% Add +7.4% 7,109 $1.2M
Godshalk Welsh Capital Management, Inc. 0.65% No change 7,100 $1.2M
Cladis Investment Advisory, LLC 0.56% Add +0.0% 7,079 $1.2M
Ascent Group, LLC 0.04% Add +81.5% 7,047 $1.2M
Strategic Advisors LLC 0.26% Add +0.1% 7,023 $1.2M
Parkside Financial Bank & Trust 0.08% Add +93.4% 7,017 $1.2M
WealthTrust Axiom LLC 0.26% Add +1.3% 6,969 $1.2M
Compound Planning, Inc. 0.03% Add +15.0% 6,956 $1.2M
Hunter Associates Investment Management LLC 0.13% Reduce -0.2% 6,893 $1.2M
Perryman Financial Advisory Inc. 0.16% Reduce -0.8% 6,891 $1.2M
SummitTX Capital, L.P. 0.03% New 6,860 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -3.1% 6,649 $1.2M
Boston Trust Walden Corp 0.01% Reduce -0.4% 6,835 $1.2M
Assetmark, Inc. 0.00% Reduce -14.7% 6,812 $1.2M
Commerzbank Aktiengesellschaft 0.02% Reduce -3.9% 6,789 $1.1M
Prairie Advisory, LLC 0.28% — 6,779 $1.1M
Retirement Investment Advisors, Inc. 0.08% Reduce -13.7% 5,772 $1.1M
TCW Group Inc. 0.01% Add +1.8% 6,768 $1.1M
Mather Group, Llc. 0.01% Add +39.9% 6,722 $1.1M
Corsicana & Co. 0.55% Reduce -4.2% 6,692 $1.1M
Drucker Wealth 3.0, LLC 0.18% Reduce -0.1% 6,655 $1.1M
Simplicity Wealth,LLC 0.04% Add +14.3% 6,639 $1.1M
Compass Capital Corp. /Ma/ 0.36% Reduce -1.2% 5,139 $1.1M
Garrett Wealth Advisory Group, LLC 0.17% Reduce -2.9% 6,596 $1.1M
America First Investment Advisors, LLC 0.21% No change 6,580 $1.1M
Penobscot Investment Management Company, Inc. 0.08% Add +1.9% 6,577 $1.1M
Mairs & Power Inc. 0.01% Reduce -0.8% 6,554 $1.1M
Institute for Wealth Management, LLC. 0.10% Reduce -7.4% 6,553 $1.1M
Bradley Foster & Sargent Inc. 0.02% Reduce -1.2% 6,525 $1.1M
First National Bank of Mount Dora, Trust Investment Services 0.22% Reduce -1.1% 6,512 $1.1M
Miller Investment Management, LP 0.10% No change 6,500 $1.1M
Cornerstone Wealth Management, LLC 0.05% Reduce -0.2% 6,490 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +0.7% 6,477 $1.1M
Flagship Harbor Advisors, LLC 0.04% Reduce -3.1% 6,471 $1.1M
Allen Capital Group, LLC 0.09% Reduce -0.6% 6,465 $1.1M
Trust Co. of Vermont 0.04% — 6,454 $1.1M
Old North State Trust, LLC 0.56% Add +5.8% 6,443 $1.1M
Caerus Investment Advisors, LLC 0.37% Add +8.3% 6,420 $1.1M
Generali Investments, Management Co LLC 0.24% Reduce -17.3% 6,419 $1.1M
Essex Financial Services, Inc. 0.05% Add +0.6% 6,401 $1.1M
ArrowMark Colorado Holdings LLC 0.05% No change 6,400 $1.1M
Rwa Wealth Partners, LLC 0.01% Add +10.3% 6,358 $1.1M
Dorsey & Whitney Trust CO LLC 0.05% Reduce -0.5% 6,335 $1.1M
1ST Source Bank 0.05% Reduce -4.5% 6,321 $1.1M
Regal Investment Advisors LLC 0.06% Add +4.8% 6,307 $1.1M
First National Trust Co 0.04% Reduce -3.8% 6,307 $1.1M
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -34.5% 6,305 $1.1M
Kuhn & Co Investment Counsel 0.62% Add +0.1% 6,302 $1.1M
Norden Group LLC 0.09% Add +7.6% 6,295 $1.1M
Peoples Bank 0.54% Reduce -0.2% 6,262 $1.1M
American Financial Group Inc. 0.37% No change 6,250 $1.1M
Employees Retirement System of Texas 0.01% New 6,248 $1.1M
Retirement Planning Co of New England, Inc. 0.38% Reduce -3.2% 6,225 $1.1M
J. Safra Sarasin Holding AG 0.02% No change 5,776 $1.1M
Osmosis Investment Management UK Ltd 0.05% Reduce -62.5% 6,218 $1.1M
Fiduciary Alliance LLC 0.07% Add +1.3% 6,208 $1.0M
Private Trust Co. NA 0.08% Reduce -1.7% 6,194 $1.0M
Tyche Wealth Partners LLC 0.15% Add +0.1% 6,186 $1.0M
Heck Capital Advisors, LLC 0.06% Add +0.7% 6,141 $1.0M
Kovack Advisors, Inc. 0.05% Reduce -1.6% 6,023 $1.0M
Peapack Gladstone Financial Corp. 0.01% Reduce -7.2% 6,094 $1.0M
Symphony Financial, Ltd. Co. 0.11% Reduce -4.8% 5,919 $1.0M
Csenge Advisory Group 0.04% Reduce -1.5% 6,031 $1.0M
Alta Capital Management LLC/ 0.08% Reduce -7.4% 6,020 $1.0M
Heritage Wealth Management, Inc. 0.25% New 6,020 $1.0M
Valmark Advisers, Inc. 0.01% Add +0.4% 6,019 $1.0M
Angeles Wealth Management, LLC 0.05% Add +1.6% 6,004 $1.0M
Concentric Capital Strategies, LP 0.06% New 5,965 $1.0M
FAS Wealth Partners, Inc. 0.05% Add +0.1% 5,964 $1.0M
Matthew Goff Investment Advisor, LLC 0.17% No change 5,938 $1.0M
Soltis Investment Advisors LLC 0.06% Add +5.3% 5,937 $1.0M
Whitener Capital Management, Inc. 0.21% No change 5,934 $1.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -20.8% 5,926 $1.0M
Texas Capital Bank Wealth Management Services Inc 0.05% Add +15.7% 5,914 $1000K
Westbourne Investment Advisors, Inc. 0.27% Add +2.6% 5,877 $994K
Arvest Bank Trust Division 0.05% Reduce -25.4% 5,871 $992K
Tower Research Capital LLC (TRC) 0.02% Reduce -54.4% 5,859 $990K
Strategic Financial Services, Inc. 0.04% No change 5,857 $990K
CX Institutional 0.03% Reduce -4.4% 5,839 $987K
First National Bank & Trust Co. of Newtown 0.20% Reduce -5.8% 4,651 $985K
Perpetual Ltd 0.01% Reduce -0.6% 5,805 $981K
Aaron Wealth Advisors LLC 0.05% Add +4.1% 5,803 $981K
Saturna Capital Corp. 0.01% Reduce -30.5% 5,794 $979K
Whittier Trust Co. of Nevada Inc. 0.02% No change 5,475 $979K
EPG Wealth Management LLC 0.23% Reduce -2.9% 5,773 $976K
Perigon Wealth Management, LLC 0.02% Add +1.3% 5,738 $970K
Certuity, LLC 0.05% Reduce -0.4% 5,706 $965K
South Street Advisors LLC 0.13% Reduce -8.1% 5,700 $964K
Smithfield Trust Co 0.04% No change 5,714 $963K
Keynote Financial Services LLC 0.45% Reduce -0.1% 5,687 $961K
Alphadyne Asset Management LP 0.04% New 5,642 $954K
Baker Ellis Asset Management LLC 0.10% Reduce -0.3% 5,635 $953K
Fairfield, Bush & Co. 0.47% Add +6.4% 5,617 $950K
Boothbay Fund Management, LLC 0.02% New 5,615 $949K
Probity Advisors, Inc. 0.14% Reduce -3.9% 5,593 $945K
Howland Capital Management LLC 0.03% Add +14.0% 5,558 $940K
Signature Estate & Investment Advisors LLC 0.02% Add +2.3% 5,536 $937K
Weatherly Asset Management L. P. 0.07% Add +4.5% 5,522 $933K
Aigen Investment Management, LP 0.26% Reduce -38.2% 5,522 $933K
Atlas Legacy Advisors, LLC 0.14% Add +7.6% 5,585 $932K
CFS Investment Advisory Services, LLC 0.06% Add +0.5% 5,226 $922K
Rothschild Wealth LLC 0.07% Add +11.9% 5,444 $920K
Checchi Capital Advisers, LLC 0.06% No change 5,442 $920K
Everhart Financial Group, Inc. 0.06% Add +1.3% 5,413 $915K
Bar Harbor Wealth Management 0.05% Add +21.9% 5,409 $914K
Davis Investment Partners, LLC 0.28% Add +0.4% 5,402 $913K
Syon Capital LLC 0.04% Add +5.5% 5,392 $912K
IMC-Chicago, LLC 0.01% New 5,384 $910K
Belpointe Asset Management LLC 0.03% Add +5.1% 5,352 $905K
Advisor OS, LLC 0.06% Add +9.8% 5,343 $903K
Doheny Asset Management 0.52% No change 5,329 $901K
QTR Family Wealth, LLC 0.31% Add +14.1% 5,322 $900K
Endeavor Private Wealth, Inc. 0.22% Reduce -9.8% 5,283 $893K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -3.3% 5,273 $891K
Aster Capital Management (DIFC) Ltd 0.19% Add +2590.3% 5,246 $887K
BWM Planning, LLC 0.21% Reduce -44.9% 5,240 $886K
Integrated Advisors Network LLC 0.04% Reduce -1.7% 5,236 $885K
Rathbones Group PLC 0.00% Reduce -7.2% 5,226 $883K
Westhampton Capital, LLC 0.36% No change 5,190 $877K
CHICAGO TRUST Co NA 0.13% Reduce -29.6% 5,180 $876K
Pine Valley Investments Ltd Liability Co 0.04% Add +0.0% 5,171 $874K
Trust Co. of Toledo NA 0.07% Reduce -2.2% 5,170 $874K
Essex Bank 0.19% Reduce -4.4% 5,164 $873K
Cornerstone Wealth Group, LLC 0.05% Add +2.9% 5,162 $873K
McCarter Private Wealth Services LLC 0.30% Add +2.6% 5,161 $872K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% Add +0.0% 5,155 $871K
Bridges Investment Management Inc. 0.01% Add +2.1% 5,152 $871K
Wealth Enhancement Trust Services, Inc. 0.10% Reduce -22.5% 5,126 $867K
Amova Asset Management Americas, Inc. 0.01% Reduce -36.2% 5,117 $865K
Rosenberg Matthew Hamilton 0.16% No change 5,106 $863K
Allen Mooney & Barnes Investment Advisors LLC 0.13% Reduce -2.0% 5,104 $863K
Worth Financial Advisory Group, LLC 0.36% New 5,085 $860K
Montecito Bank & Trust 0.13% Add +1.7% 5,084 $859K
Larson Financial Group LLC 0.02% Add +2.4% 5,060 $855K
Lombard Odier Asset Management (Switzerland) SA 0.03% Reduce -10.6% 5,056 $855K
Valley Brook Capital Group, Inc. 0.48% Add +0.0% 5,055 $854K
Baring Financial LLC 0.47% Reduce -3.5% 5,027 $850K
Chilton Investment Co. Inc. 0.02% Add +36.8% 5,015 $848K
Augustine Asset Management Inc. 0.17% Reduce -0.6% 5,013 $847K
Premier Path Wealth Partners, LLC 0.10% Add +1.9% 5,006 $846K
Ceeto Capital Group, LLC 0.23% No change 5,000 $845K
Rexford Capital Inc. 0.52% Reduce -1.1% 4,998 $845K
Smartleaf Asset Management LLC 0.03% No change 4,826 $840K
Autumn Glory Partners, LLC 0.24% No change 4,943 $836K
Venturi Wealth Management, LLC 0.03% Add +9.6% 4,944 $836K
CSS LLC 0.11% Add +0.8% 4,930 $833K
KCM Investment Advisors LLC 0.02% Reduce -2.9% 4,918 $831K
Baker Avenue Asset Management, LP 0.02% Add +5.0% 4,899 $828K
Drive Wealth Management, LLC 0.15% Add +20.7% 4,836 $818K
Gryphon Financial Partners LLC 0.07% Add +1.8% 4,836 $818K
Garrison Point Advisors, LLC 0.33% Reduce -3.0% 4,828 $816K
Sig Brokerage, LP 0.13% Add +273.8% 4,758 $804K
Jackson Thornton Wealth Management, LLC 0.06% Add +13.8% 4,751 $803K
111 Capital 0.14% Add +35.2% 4,748 $803K
MassMutual Private Wealth & Trust, FSB 0.02% Add +0.8% 4,721 $798K
Veracity Capital LLC 0.21% Add +3.2% 4,693 $793K
Corps Capital Advisors, LLC 0.64% No change 4,684 $792K
LVM Capital Management Ltd. 0.07% No change 4,676 $790K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -0.1% 4,652 $786K
Philip James Wealth Mangement, LLC 0.09% Reduce -20.1% 4,652 $786K
Investors Research Corp 0.14% Reduce -0.9% 4,650 $786K
Siemens Fonds Invest GmbH 0.04% Add +86.8% 4,649 $786K
Essential Partners LLC 0.36% Add +19.9% 4,643 $785K
TIAA Wealth Investment Management LLC 0.01% Add +6.0% 4,611 $780K
Veratis Advisors, Inc. 0.55% — 4,597 $777K
Arkfeld Wealth Strategies, L.L.C. 0.23% Reduce -3.8% 4,361 $773K
5T Wealth, LLC 0.29% Reduce -1.0% 4,574 $773K
Bank of Hawaii 0.04% Reduce -15.4% 4,566 $772K
Redwood Investment Management, LLC 0.08% New 4,543 $768K
Rossby Financial, LCC 0.14% Add +8.7% 4,530 $766K
Everpar Advisors LLC 0.22% Reduce -13.2% 4,480 $757K
Wealth Advisory Solutions, LLC 0.16% No change 4,479 $757K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +21.1% 4,479 $757K
Roehl & Yi Investment Advisors, LLC 0.25% Reduce -19.1% 4,452 $753K
Mangrove Partners Im, LLC 0.05% No change 4,447 $752K
Peregrine Asset Advisers, Inc. 0.16% No change 4,444 $751K
Nvwm, LLC 0.15% Reduce -0.7% 4,441 $751K
Wealthcare Advisory Partners LLC 0.01% Reduce -51.4% 4,438 $750K
GWN Securities Inc. 0.12% Add +0.6% 4,388 $742K
Falcon Wealth Planning 0.05% Add +83.8% 4,347 $735K
Joel Isaacson & Co., LLC 0.02% Reduce -11.2% 4,344 $734K
Harvest Fund Management Co., Ltd 0.02% No change 4,338 $733K
Moment Partners, LLC 0.13% Add +1.9% 4,327 $732K
Princeton Global Asset Management LLC 0.10% Add +17.5% 4,326 $731K
Nippon Life Global Investors Americas, Inc. 0.03% Reduce -5.9% 4,320 $730K
Lincoln Capital LLC 0.13% Reduce -3.4% 4,310 $729K
Hantz Financial Services, Inc. 0.01% Add +77.3% 4,306 $728K
Hennessy Advisors Inc. 0.02% Reduce -10.8% 4,282 $724K
MBL Wealth, LLC 0.05% Add +3.3% 4,281 $724K
West Family Investments, Inc. 0.21% New 4,280 $724K
Aull & Monroe Investment Management Corp 0.30% Add +0.8% 4,270 $722K
Sfmg, LLC 0.04% Add +10.5% 4,265 $721K
Johnson & White Wealth Management, LLC 0.27% No change 4,235 $716K
Modera Wealth Management, LLC 0.01% Add +3.5% 4,210 $712K
PDS Planning, Inc 0.04% Add +8.8% 4,208 $711K
Caitong International Asset Management Co., Ltd 0.10% Reduce -64.5% 4,205 $711K
Ritholtz Wealth Management 0.01% Add +25.0% 4,203 $710K
Jupiter Wealth Management LLC 0.28% No change 4,200 $710K
Freestone Capital Holdings, LLC 0.02% Add +11.3% 4,193 $709K
Jacobs Equity LLC 0.49% Add +21.9% 4,180 $707K
Alchemi Wealth, LLC 0.33% Add +0.6% 4,178 $706K
Modern Wealth Management, LLC 0.01% Add +2.9% 4,172 $705K
Basepoint Wealth LLC 0.40% Reduce -4.1% 4,165 $704K
Tred Avon Family Wealth, LLC 0.21% Reduce -1.0% 4,144 $701K
Bank of Marin 0.49% Reduce -2.2% 4,141 $700K
Burford Brothers, Inc. 0.26% Add +0.3% 4,140 $700K
SAM Advisors, LLC 0.19% No change 4,136 $699K
Armor Investment Advisors, LLC 0.22% Reduce -5.3% 4,136 $699K
1248 Management, LLC 0.27% Add +231.8% 4,134 $699K
Means Investment Co., Inc. 0.05% Reduce -2.9% 4,118 $696K
Jefferies Financial Group Inc. 0.01% Reduce -48.6% 4,115 $696K
Catalyst Funds Management Pty Ltd 0.04% Add +148.8% 4,100 $693K
Investment Research Partners LLC 0.23% Add +29.3% 4,082 $690K
Spinnaker Trust 0.03% Add +5.2% 4,075 $689K
Peoples Financial Services Corp. 0.30% No change 4,075 $689K
Whittier Trust Co. 0.01% Add +0.3% 3,883 $689K
Argyle Capital Partners, LLC 0.43% No change 4,072 $688K
Nilsine Partners, LLC 0.05% Add +1.5% 4,068 $688K
Marathon Strategic Advisors, LLC 0.39% No change 4,059 $686K
Whalerock Point Partners, LLC 0.12% No change 4,044 $684K
Palisade Asset Management, LLC 0.06% Reduce -0.6% 4,035 $682K
Clearbridge Investments, LLC 0.00% Reduce -4.0% 4,027 $681K
Cannon Financial Strategists, Inc. 0.08% New 4,024 $680K
Abner Herrman & Brock LLC 0.06% No change 4,000 $676K
Frank, Rimerman Advisors LLC 0.04% Add +1.2% 3,993 $675K
GW Henssler & Associates Ltd. 0.03% Add +0.4% 3,993 $675K
Cushing Capital Partners, LLC 0.46% Reduce -1.6% 3,977 $672K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -1.1% 3,976 $672K
Sharp Wealth Advisory, LLC 0.31% Add +27.0% 3,966 $670K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -1.5% 3,964 $670K
Three Seasons Wealth, LLC 0.06% No change 3,958 $669K
Southland Equity Partners LLC 0.12% Add +0.5% 3,942 $666K
Richwood Investment Advisors, LLC 0.47% Reduce -4.4% 3,930 $664K
EntryPoint Capital, LLC 0.16% Add +136.4% 3,898 $659K
John G Ullman & Associates Inc. 0.08% Add +1.2% 3,897 $659K
Excalibur Management Corp. 0.22% Reduce -0.9% 3,887 $657K
Ballentine Partners, LLC 0.01% Add +11.7% 3,883 $656K
Islay Capital Management, LLC 0.31% Reduce -4.9% 3,882 $656K
Gratus Wealth Advisors, LLC 0.08% Add +1.4% 3,879 $656K
Affinity Investment Advisors, LLC 0.33% Reduce -38.8% 3,870 $654K
Apella Capital, LLC 0.01% Add +3.6% 3,656 $654K
Campion Asset Management 0.40% No change 3,867 $654K
Syntegra Private Wealth Group, LLC 0.05% Add +0.4% 3,866 $654K
Clarity Financial LLC 0.06% New 3,861 $653K
Donaldson Capital Management, LLC 0.02% Add +167.7% 3,857 $652K
Focus Financial Network, Inc. 0.02% Reduce -0.5% 3,854 $652K
Keel Point, LLC 0.04% Add +4.1% 3,845 $650K
Roof Eidam Maycock Peralta, LLC 0.13% No change 3,843 $650K
Guardian Wealth Management, Inc. 0.32% Add +0.5% 3,828 $647K
Montchanin Asset Management, LLC 0.66% No change 3,830 $647K
Nicholas Hoffman & Company, LLC. 0.01% Add +15.2% 3,823 $646K
Biltmore Wealth Management, LLC 0.20% Reduce -3.8% 3,820 $646K
HBW Advisory Services LLC 0.06% Add +63.3% 3,819 $646K
Capital Investment Advisors, LLC 0.01% Reduce -11.8% 3,818 $645K
Roberts Glore & Co. Inc. 0.16% No change 3,806 $643K
Meridian Wealth Management, LLC 0.02% Add +22.0% 3,804 $643K
Ameritas Advisory Services, LLC 0.01% Add +96.7% 3,800 $642K
WP Advisors, LLC 0.16% Reduce -14.0% 3,796 $642K
Personal Cfo Solutions, LLC 0.09% Add +1.0% 3,786 $640K
Patron Partners, LLC 0.25% Reduce -7.0% 3,781 $639K
Busey Bank 0.02% Reduce -8.0% 3,757 $635K
Mainsail Asset Management, LLC 0.25% Add +125.3% 3,069 $635K
Advisory Alpha, LLC 0.02% Add +9.9% 3,753 $635K
Capital Investment Advisory Services, LLC 0.04% Add +0.6% 3,743 $633K
Cadinha & Co. LLC 0.09% Add +0.3% 3,733 $631K
Cigna Investments Inc. 0.08% Reduce -2.6% 3,724 $629K
Brandywine Oak Private Wealth LLC 0.05% Add +13.8% 3,718 $628K
Lummis Asset Management, LP 0.38% No change 3,011 $628K
Journey Advisory Group, LLC 0.05% Add +6.7% 3,705 $626K
Indivisible Partners 0.04% Add +15.9% 3,703 $626K
Trustmark Bank Trust Department 0.04% No change 3,695 $625K
Master's Wealth Management Inc. 0.19% Add +3.9% 3,682 $622K
Legacy Financial Advisors, Inc. 0.08% Reduce -57.0% 3,678 $622K
Accurate Wealth Management, LLC 0.06% Add +10.6% 3,293 $620K
Demars Financial Group, LLC 0.17% No change 3,635 $615K
S.A. Mason LLC 0.19% No change 3,629 $613K
Beto Financial Group, LLC 0.32% Add +0.4% 2,923 $610K
Ballew Advisors, Inc 0.32% No change 3,456 $610K
Aprio Wealth Management, LLC 0.03% Reduce -1.0% 3,593 $607K
Hazlett, Burt & Watson, Inc. 0.16% Reduce -2.8% 3,561 $603K
Tripletail Wealth Management, LLC 0.69% Reduce -5.3% 3,416 $603K
Moody National Bank Trust Division 0.05% Add +1.3% 3,561 $602K
National Philanthropic Trust 0.01% No change 3,557 $601K
Harbor Advisors LLC 0.08% No change 3,541 $599K
Snowwater Investment Partners, LLC 0.41% Add +0.6% 3,532 $597K
Riversedge Advisors, LLC 0.08% Add +59.2% 3,526 $596K
Empirical Asset Management, LLC 0.13% Add +184.1% 3,514 $594K
Headlands Technologies LLC 0.06% Add +158.7% 3,513 $594K
Dearborn Partners LLC 0.03% Reduce -8.0% 3,513 $594K
Cookson Peirce & Co. Inc. 0.02% Add +5.2% 3,512 $594K
Oxford Asset Management LLP 0.29% Add +60.7% 3,509 $593K
Schnieders Capital Management, Llc. 0.08% No change 3,508 $593K
Woodmont Investment Counsel LLC 0.03% Add +0.6% 3,508 $593K
Waldron Private Wealth LLC 0.02% Add +14.7% 3,507 $593K
Riverwater Partners LLC 0.18% Reduce -3.2% 3,500 $592K
Crawford Investment Counsel Inc. 0.01% Add +0.3% 3,492 $590K
Fi3 FINANCIAL ADVISORS, LLC 0.14% Add +30.3% 3,228 $589K
Capstone Wealth Management, LLC 0.27% New 3,468 $586K
Mill Capital Management, LLC 0.04% No change 3,462 $585K
CWA Asset Management Group, LLC 0.02% Add +0.9% 3,461 $585K
LexAurum Advisors, LLC 0.07% Add +0.2% 3,451 $583K
9823 Capital, L.P. 0.39% New 3,438 $581K
Clifford Group, LLC 0.40% Reduce -7.9% 3,427 $579K
Ethos Financial Group, LLC 0.04% No change 3,084 $577K
Second Line Capital, LLC 0.11% Reduce -0.7% 3,415 $577K
Hamilton Capital, LLC 0.03% Reduce -12.1% 3,409 $576K
Field & Main Bank 0.12% Add +3.2% 3,407 $576K
Legacy Private Trust Co. 0.03% No change 3,405 $576K
Kintra Wealth, LLC 0.03% Reduce -10.5% 2,468 $574K
Towne Trust Company, N.A 0.17% Reduce -2.2% 3,375 $571K
HCR Wealth Advisors 0.05% Add +2.5% 3,374 $570K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.4% 3,372 $570K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.21% Reduce -55.8% 3,369 $570K
Corbyn Investment Management Inc. 0.23% No change 3,369 $570K
Blue Trust, Inc. 0.01% Reduce -9.0% 3,368 $569K
Uncommon Cents Investing LLC 0.12% Reduce -0.6% 3,362 $568K
Lionhunter Capital Management, LLC 0.26% — 3,356 $567K
Wedgewood Investors Inc. 0.58% No change 3,350 $566K
Tanager Wealth Management LLP 0.05% Add +0.5% 3,341 $565K
Rossmore Private Capital 0.05% No change 3,332 $563K
Forza Wealth Management, LLC 0.17% No change 3,330 $563K
Allen Investment Management, LLC 0.01% No change 3,318 $561K
Fulton Bank, N.A. 0.02% Reduce -17.1% 3,308 $559K
Berkshire Asset Management LLC 0.02% Reduce -11.3% 3,304 $559K
Courier Capital LLC 0.03% No change 3,277 $554K
Atticus Wealth Management, LLC 0.13% Reduce -1.0% 3,271 $553K
Numerai GP LLC 0.05% New 3,266 $552K
MSH Capital Advisors LLC 0.10% Reduce -0.3% 3,250 $549K
LVZ, Inc. 0.06% Reduce -0.8% 3,249 $549K
Harbor Investment Advisory, LLC 0.04% No change 3,235 $547K
Obermeyer Wealth Partners 0.02% Reduce -1.0% 3,235 $547K
Providence First Trust Co 0.15% Add +67.4% 3,231 $546K
Clear Trail Advisors, LLC 0.08% No change 3,226 $545K
Foster & Motley Inc. 0.03% Reduce -0.3% 3,225 $545K
IFG Advisory, LLC 0.02% New 3,222 $545K
Vaughan David Investments LLC 0.01% No change 3,215 $543K
LCNB Corp. 0.17% No change 3,209 $542K
OneAscent Financial Services LLC 0.03% Add +0.8% 3,202 $541K
Faithward Advisors, LLC 0.07% New 3,187 $539K
GHP Investment Advisors, Inc. 0.02% Add +1.6% 3,182 $538K
Marin Bay Wealth Advisors, LLC 0.29% Reduce -3.2% 3,170 $536K
SYM FINANCIAL Corp 0.04% Add +22.6% 3,168 $535K
Philadelphia Investment Partners, LLC 0.33% No change 2,299 $535K
Cyndeo Wealth Partners, LLC 0.03% Reduce -1.8% 3,152 $533K
Vista Investment Partners LLC 0.13% Reduce -2.2% 3,129 $529K
Root Financial Partners, LLC 0.02% Add +9.3% 3,124 $528K
Welch Group, LLC 0.02% Reduce -6.6% 3,118 $527K
Clear Harbor Asset Management, LLC 0.03% Reduce -18.0% 3,117 $527K
Robertson Stephens Wealth Management, LLC 0.01% Add +7.0% 3,102 $524K
Measured Risk Portfolios, Inc. 0.46% No change 3,090 $522K
Calamos Wealth Management LLC 0.02% Add +2.0% 3,084 $521K
RM Financial Services, LLC 0.39% No change 3,075 $520K
Roundview Capital LLC 0.03% Reduce -0.4% 3,075 $520K
Strategic Wealth Partners, Ltd. 0.03% Reduce -13.5% 3,065 $518K
Runnymede Capital Advisors, Inc. 0.31% No change 3,056 $517K
Plancorp, LLC 0.01% Reduce -1.6% 2,604 $516K
Nwam LLC 0.03% Reduce -25.4% 3,047 $515K
Retirement Planning Group, LLC 0.01% Reduce -11.3% 3,043 $514K
Van Strum & Towne Inc. 0.14% No change 3,031 $512K
Linscomb Wealth, Inc. 0.02% Reduce -54.2% 3,012 $509K
Avail Investment Partners, LLC 0.39% Add +41.9% 3,009 $509K
Waterloo Capital, L.P. 0.03% Reduce -6.9% 3,001 $507K
Knightsbridge Asset Management, LLC 0.07% Add +9.2% 2,997 $507K
Kanawha Capital Management LLC 0.03% No change 2,995 $506K
Clark Capital Management Group, Inc. 0.00% Reduce -3.3% 2,994 $506K
Vectors Research Management, LLC 0.13% No change 2,985 $505K
Plimoth Trust Co. LLC 0.10% No change 2,984 $504K
Aries Wealth Management 0.10% No change 2,973 $503K
UNIVEST FINANCIAL Corp 0.02% Add +0.5% 2,971 $502K
Magnetar Financial LLC 0.01% New 2,969 $502K
Waycross Partners, LLC 0.04% No change 2,965 $501K
Lazard Asset Management LLC 0.00% Add +129.7% 2,954 $499K
Independence Bank of Kentucky 0.06% Reduce -9.3% 2,938 $497K
Thomasville National Bank 0.03% — 2,934 $496K
Estabrook Capital Management 0.07% Reduce -2.6% 2,929 $495K
Teamwork Financial Advisors, LLC 0.05% Add +0.1% 2,926 $495K
MTM Investment Management, LLC 0.14% Reduce -3.3% 2,912 $492K
Cambria Investment Management, L.P. 0.02% New 2,911 $492K
Abel Hall, LLC 0.08% Reduce -0.9% 2,906 $491K
Persium Advisors, LLC 0.32% No change 2,902 $491K
Fourpath Capital Management, LLC 0.06% Reduce -0.2% 2,890 $489K
Annex Advisory Services, LLC 0.01% Reduce -20.3% 2,877 $486K
Northwest Wealth Management, LLC 0.06% Add +1.6% 2,874 $486K
North Star Investment Management Corp. 0.03% Add +0.2% 2,865 $484K
Greenwood Gearhart LLC 0.02% Add +59.8% 2,863 $484K
Westpac Banking Corp. 0.03% No change 2,860 $483K
Harrell Investment Partners, LLC 0.10% No change 2,858 $483K
Merrion Investment Management Co, LLC 0.23% No change 2,850 $482K
AGH Wealth Advisors, LLC 0.30% Add +0.7% 2,846 $481K
Tennessee Valley Asset Management Partners 0.05% Reduce -4.7% 2,839 $480K
Sterling Wealth Management, Inc. 0.12% No change 2,830 $478K
Granite Group Advisors, LLC 0.28% No change 2,828 $478K
Hilton Head Capital Partners, LLC 0.24% Reduce -8.0% 2,825 $478K
Triad Wealth Partners, LLC 0.03% Reduce -6.5% 2,315 $477K
NorthRock Partners, LLC 0.01% Reduce -49.8% 2,819 $477K
Plato Investment Management Ltd 0.03% Add +259.1% 2,833 $476K
Stockman Wealth Management, Inc. 0.05% Reduce -1.2% 2,810 $475K
Beaton Management Co. Inc. 0.19% No change 2,808 $475K
Magnus Financial Group LLC 0.03% No change 2,810 $475K
Picton Mahoney Asset Management 0.00% New 2,807 $475K
Mayflower Financial Advisors, LLC 0.04% Reduce -1.3% 2,803 $474K
McAdam, LLC 0.02% Add +24.5% 2,789 $471K
First National Bank Sioux Falls 0.13% No change 2,885 $471K
Hills Bank & Trust Co 0.02% Add +13.5% 2,781 $470K
Thompson Siegel & Walmsley LLC 0.01% No change 2,776 $469K
Liberty Capital Management, Inc. 0.08% — 2,772 $469K
Versant Capital Management, Inc 0.04% Add +11.1% 2,772 $469K
USA Financial Formulas 0.09% — 2,765 $467K
Signal Advisors Wealth, LLC 0.02% Add +81.7% 2,764 $467K
Hartford Financial Management Inc. 0.10% Reduce -2.5% 2,762 $467K
DRW Securities, LLC 0.03% Reduce -90.0% 2,764 $465K
Successful Portfolios LLC 0.22% Add +0.0% 2,451 $464K
Connecticut Wealth Management, LLC 0.02% No change 2,743 $464K
Crestwood Advisors Group, LLC 0.01% Add +16.8% 2,735 $462K
McDaniel Terry & Co. 0.04% No change 2,730 $462K
RMR Wealth Builders 0.03% Reduce -31.1% 2,723 $460K
Oakworth Capital, Inc. 0.02% No change 2,690 $458K
Net Worth Advisory Group 0.12% Add +52.5% 2,706 $457K
Montag A & Associates Inc. 0.02% No change 2,696 $456K
Northcape Wealth Management, LLC 0.12% No change 2,696 $456K
Oslo Pensjonsforsikring AS 0.05% Reduce -7.1% 2,686 $454K
M3 Advisory Group, LLC 0.23% Add +0.2% 2,677 $453K
TritonPoint Partners, LLC 0.04% New 2,675 $452K
Plan Group Financial, LLC 0.09% Add +29.6% 2,675 $452K
Forum Financial Management, LP 0.01% Reduce -1.7% 2,668 $451K
Howard Capital Management, LLC 0.01% Add +79.6% 2,660 $450K
Weaver Consulting Group 0.09% Reduce -1.9% 2,651 $448K
Canal Capital Management, LLC 0.05% Add +0.0% 2,646 $447K
Aristotle Capital Management, LLC 0.00% Reduce -1.4% 2,631 $445K
Diversified Enterprises, LLC 0.02% Add +1.0% 2,628 $444K
E&G Advisors, LLC 0.09% Reduce -0.8% 2,610 $441K
Gables Capital Management Inc. 0.16% Add +13.0% 2,602 $440K
Seamount Financial Group Inc. 0.18% No change 2,602 $440K
Baldwin Investment Management, LLC 0.04% No change 2,600 $440K
Dodge & Cox 0.00% No change 2,600 $440K
Caxton Associates LLP 0.01% Add +1.0% 2,590 $438K
Lantern Wealth Advisors, LLC 0.20% Reduce -6.3% 2,588 $438K
Mosaic Family Wealth Partners, LLC 0.03% Add +19.6% 2,588 $438K
Wick Capital Partners, LLC 0.07% Add +22.1% 2,577 $436K
Trust Point Inc. 0.04% Reduce -8.1% 2,577 $436K
Supplemental Annuity Collective Trust of NJ 0.11% Reduce -5.7% 2,572 $435K
Wakefield Asset Management LLLP 0.10% No change 2,568 $434K
Bluespring Wealth Management, LLC 0.01% New 2,561 $433K
Stratos Wealth Advisors, LLC 0.02% Add +3.0% 2,560 $433K
Keebeck Wealth Management 0.04% Add +17.5% 2,557 $432K
Cooper Financial Group 0.04% Add +21.6% 2,551 $431K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +16.8% 2,548 $431K
Red Door Wealth Management, LLC 0.04% Add +12.6% 2,544 $430K
Roman Butler Fullerton & Co. 0.10% Reduce -11.2% 2,162 $430K
Kera Capital Partners, Inc. 0.04% Reduce -2.3% 2,534 $428K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,525 $427K
Fortune Financial Advisors, LLC 0.18% No change 2,520 $426K
JT Stratford LLC 0.05% Add +2.7% 2,515 $425K
MASTERINVEST Kapitalanlage GmbH 0.04% Reduce -9.8% 2,513 $425K
Strategies Wealth Advisors, LLC 0.04% Reduce -3.1% 2,511 $425K
CoreFirst Bank & Trust 0.21% No change 2,508 $424K
Ipswich Investment Management Co., Inc. 0.09% No change 2,500 $423K
AlphaGrep UK Ltd 0.13% Reduce -26.8% 2,499 $422K
Banyan Capital Management, Inc. 0.18% No change 2,495 $422K
Patrick M Sweeney & Associates, Inc. 0.24% Add +0.0% 2,487 $420K
Trust Co. of Oklahoma 0.11% Reduce -1.6% 2,483 $420K
Stiles Financial Services Inc 0.11% Reduce -8.6% 2,481 $419K
55 North Private Wealth, LLC 0.08% Add +2.3% 2,472 $418K
Kohmann Bosshard Financial Services, LLC 0.04% No change 2,468 $417K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -3.0% 2,466 $417K
Mirabella Financial Services LLP 0.04% Add +97.8% 2,463 $416K
Vanguard National Trust Co 0.02% Reduce -15.3% 2,463 $416K
Pinnacle Bancorp, Inc. 0.11% No change 2,446 $413K
Avestar Capital, LLC 0.02% Reduce -2.7% 2,446 $413K
TD Capital Management LLC 0.03% Add +0.0% 2,444 $413K
Argentarii, LLC 0.12% Reduce -1.4% 1,838 $412K
Capital Advantage, Inc. 0.05% No change 2,437 $412K
Fortis Capital Advisors, LLC 0.05% Add +12.7% 2,433 $411K
RD Lewis Holdings, Inc. 0.31% Add +25.8% 1,863 $411K
Letson Investment Management, Inc. 0.15% No change 2,429 $411K
Fort Sheridan Advisors LLC 0.04% Add +0.0% 2,426 $410K
Blue Edge Capital, LLC 0.05% Reduce -26.6% 2,423 $410K
Calydon Capital 0.06% No change 2,408 $407K
Breakwater Capital Group 0.05% Reduce -0.4% 2,402 $406K
Klingman & Associates, LLC 0.02% Add +1.8% 2,395 $405K
Hanson & Doremus Investment Management 0.04% No change 2,384 $403K
Integrity Alliance, Llc. 0.01% Add +30.5% 2,377 $402K
PFG Private Wealth Management, LLC 0.17% Add +3.0% 2,376 $402K
Pure Financial Advisors, LLC 0.01% Add +0.8% 2,371 $401K
71 West Capital Partners 0.01% Add +49.1% 2,365 $400K
Cross Staff Investments Inc 0.22% No change 2,363 $399K
Deseret Mutual Benefit Administrators 0.13% Reduce -15.2% 2,362 $399K
Marietta Investment Partners LLC 0.07% No change 2,360 $399K
Chronos Wealth Management, LLC 0.18% No change 2,359 $399K
Neo Ivy Capital Management 0.09% Reduce -55.0% 2,359 $399K
Quent Capital, LLC 0.02% Add +29.1% 2,358 $399K
Sax Wealth Advisors, LLC 0.02% Add +20.6% 2,184 $398K
Marble Wealth, LLC 0.06% Add +1.4% 2,352 $398K
CFO4Life Group, LLC 0.05% Reduce -1.6% 2,351 $398K
Tritonpoint Wealth, LLC 0.04% Add +16.4% 2,345 $397K
10Elms LLP 0.18% Add +72.6% 2,337 $395K
Walker Asset Management, LLC 0.20% Add +0.6% 2,336 $395K
Greenfield Savings Bank 0.15% No change 2,333 $394K
waypoint wealth counsel 0.25% Reduce -32.6% 2,330 $394K
Summitry LLC 0.01% Add +35.0% 2,322 $393K
Laurel Wealth Advisors LLC 0.04% Reduce -1.7% 2,320 $392K
Huntleigh Advisors, Inc. 0.05% Reduce -88.9% 2,318 $392K
Transamerica Financial Advisors, LLC 0.03% Add +12.8% 2,310 $391K
Uniting Wealth Partners, LLC 0.08% Reduce -6.1% 2,309 $390K
Legacy Capital Wealth Partners, LLC 0.07% Reduce -10.4% 2,305 $390K
Quilter Plc 0.01% Reduce -2.2% 2,302 $389K
Jacobs & Co. 0.03% Reduce -1.7% 2,307 $389K
L2 Asset Management, LLC 0.04% Add +5.2% 2,288 $387K
Disciplined Investors, L.L.C. 0.19% Reduce -1.1% 2,287 $387K
Duncan Williams Asset Management, LLC 0.09% No change 2,287 $387K
Chelsea Counsel Co. 0.16% No change 2,285 $386K
Allegheny Financial Group 0.04% Reduce -0.3% 2,283 $386K
Insigneo Advisory Services, LLC 0.01% New 2,280 $385K
Proficio Capital Partners LLC 0.01% New 2,273 $384K
Beaumont Financial Advisors, LLC 0.02% Add +3.4% 2,270 $384K
Portside Wealth Group, LLC 0.04% Add +6.5% 2,265 $383K
Denver Wealth Management, Inc. 0.11% Add +0.6% 2,257 $381K
Ruggaard & Associates LLC 0.14% Reduce -11.0% 2,254 $381K
Live Oak Private Wealth LLC 0.05% No change 2,254 $381K
GeoWealth Management, LLC 0.01% Add +48.6% 2,252 $381K
Eddie Patel Inc 0.23% New 2,251 $381K
SmartHarvest Portfolios, LLC 0.12% Reduce -1.7% 2,251 $381K
Aljian Capital Management, LLC 0.07% Add +0.2% 2,250 $380K
Stokes Family Office, LLC 0.04% Reduce -7.2% 2,247 $380K
Adkins Seale Capital Management LLC 0.34% No change 2,246 $380K
Werba Rubin Papier Wealth Management 0.05% Reduce -4.9% 2,244 $379K
BNB Wealth Management, LLC 0.21% Reduce -9.3% 2,242 $379K
Lawood & Co. 0.25% No change 2,222 $376K
MV Capital Management, Inc. 0.03% Reduce -0.4% 2,217 $375K
Berger Financial Group, Inc 0.02% Add +0.1% 2,211 $374K
First Financial Bank - Trust Division 0.03% Add +1.3% 2,205 $373K
Flatrock Wealth Partners LLC 0.15% Add +11.0% 2,197 $371K
Founders Financial Alliance, LLC 0.05% Add +7.0% 2,194 $371K
VeraBank, N.A. 0.06% No change 2,191 $370K
Sterling Investment Advisors, Ltd. 0.06% Reduce -9.7% 2,189 $370K
Zullo Investment Group, Inc. 0.13% Reduce -6.3% 2,185 $369K
Cadent Capital Advisors, LLC 0.08% Reduce -4.7% 2,169 $367K
Flywheel Private Wealth LLC 0.18% Reduce -4.6% 2,168 $367K
SVB Wealth LLC 0.02% Reduce -16.4% 2,164 $366K
Sandy Cove Advisors, LLC 0.09% Add +6.2% 2,159 $365K
Vanguard Capital Wealth Advisors 0.25% Reduce -0.8% 2,156 $365K
Tributary Capital Management, LLC 0.03% No change 2,155 $364K
Bison Wealth, LLC 0.03% Add +4.4% 2,050 $363K
Allegiance Financial Group Advisory Services LLC 0.06% Add +42.3% 2,146 $363K
Newman Dignan & Sheerar, Inc. 0.07% Reduce -0.2% 2,142 $362K
Goelzer Investment Management, Inc. 0.02% No change 2,139 $362K
CrossGen Wealth, LLC 0.28% Add +0.3% 2,137 $361K
Catalyst Financial Partners LLC 0.04% Reduce -29.5% 2,133 $361K
Capital Analysts, LLC 0.01% Add +0.1% 2,127 $360K
Prosperity Consulting Group, LLC 0.01% Add +11.1% 2,123 $359K
Ashton Thomas Securities, LLC 0.05% Add +4.9% 2,134 $359K
Leisure Capital Management 0.11% No change 2,121 $359K
North Star Asset Management Inc. 0.01% No change 2,112 $357K
Register Financial Advisors LLC 0.11% Add +0.4% 2,111 $357K
Waters Parkerson & Co., LLC 0.02% Add +2.4% 2,111 $357K
Financial Engines Advisors L.L.C. 0.00% Add +6.3% 2,108 $356K
Goodman Financial Corp 0.06% Reduce -14.6% 2,106 $356K
Post Resch Tallon Group Inc. 0.25% Reduce -0.3% 2,103 $356K
Port Capital LLC 0.01% Reduce -5.8% 2,103 $356K
Stoneridge Investment Partners LLC 0.23% No change 1,679 $355K
BIP Wealth, LLC 0.01% New 2,099 $355K
Pflug Koory, LLC 0.14% No change 2,094 $354K
Anchor Investment Management, LLC 0.03% No change 2,094 $354K
New World Advisors LLC 0.06% New 2,086 $353K
Brooks, Moore & Associates, Inc. 0.16% No change 2,085 $352K
Manske Wealth Management 0.09% Reduce -16.3% 2,079 $351K
Cassaday & Co Wealth Management LLC 0.01% Reduce -0.7% 2,078 $351K
Optima Capital LLC 0.14% Add +0.8% 2,077 $351K
R Squared Ltd 0.18% New 2,076 $351K
SeaCrest Wealth Management, LLC 0.04% Reduce -15.9% 2,070 $350K
Nemes Rush Group LLC 0.03% Add +1.6% 2,069 $350K
Facet Wealth, Inc. 0.01% Add +34.6% 2,068 $350K
Trivium Point Advisory, LLC 0.03% Reduce -1.9% 2,066 $349K
Old Port Advisors 0.07% Add +1.1% 2,063 $349K
Farringdon Capital, Ltd. 0.17% Reduce -89.5% 2,058 $348K
Richards, Merrill & Peterson, Inc. 0.11% Add +0.1% 2,045 $346K
Defender Capital, LLC. 0.11% No change 2,036 $344K
Spinnaker Investment Group, LLC 0.06% New 2,036 $344K
Cabot Wealth Management Inc. 0.04% No change 2,035 $344K
Teza Capital Management LLC 0.66% Add +33.5% 2,032 $344K
Parallax Volatility Advisers, L.P. 0.02% Reduce -73.1% 2,031 $343K
Wbi Investments, LLC 0.09% Reduce -30.8% 2,030 $343K
Cape Cod Five Cents Savings Bank 0.03% — 2,029 $343K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% Reduce -4.2% 2,024 $342K
Curated Wealth Partners LLC 0.04% Add +67.3% 2,023 $342K
CPC Advisors, LLC 0.05% Reduce -6.7% 2,015 $341K
Davidson Trust Co. 0.13% No change 2,011 $340K
Gilliland Jeter Wealth Management LLC 0.09% Reduce -1.0% 2,010 $340K
LeClair Wealth Partners LLC 0.18% New 2,005 $339K
Highlander Partners, L.P. 0.11% No change 2,000 $338K
Callahan Advisors, LLC 0.03% Reduce -12.9% 2,000 $338K
Summit Wealth Group LLC / Co. 0.03% Add +6.0% 1,997 $338K
Central Bank & Trust Co. 0.05% No change 1,990 $336K
Broderick Brian C 0.05% No change 1,990 $336K
NovaPoint Capital, LLC 0.07% New 1,985 $336K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% Reduce -6.3% 1,984 $335K
Monetary Management Group Inc. 0.07% No change 1,980 $335K
Basecamp Wealth Advisors LLC 0.06% Reduce -0.6% 1,980 $335K
Verus Capital Partners, LLC 0.02% Add +6.8% 1,980 $335K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,976 $334K
Tulsa Wealth Advisors, INC 0.05% Reduce -35.1% 1,975 $334K
Turtle Creek Wealth Advisors, LLC 0.02% Add +4.5% 1,973 $333K
Vega Investment Solutions 0.05% New 1,900 $333K
Benchmark Financial, LLC 0.27% No change 1,961 $332K
Abacus Planning Group, Inc. 0.04% Add +1.9% 1,958 $331K
Intrinsic Value Partners, LLC 0.23% No change 1,957 $331K
Burke & Herbert Bank & Trust Co. 0.08% Reduce -7.8% 1,957 $331K
Townsend Asset Management Corp. /NC/ 0.11% Add +0.1% 1,956 $331K
Sather Financial Group Inc 0.02% Add +20.3% 1,955 $330K
Pettyjohn, Wood & White, Inc. 0.05% Reduce -1.8% 1,945 $329K
Douglas Lane & Associates, LLC 0.00% Reduce -20.8% 1,940 $328K
SJS Investment Consulting Inc. 0.04% Add +2.0% 1,937 $327K
Meixler Investment Management, Ltd. 0.18% Reduce -3.5% 1,936 $327K
LVW Advisors, LLC 0.03% Reduce -9.8% 1,933 $327K
BKM Wealth Management, LLC 0.12% Reduce -1.2% 1,933 $327K
Trillium Asset Management, LLC 0.01% No change 1,930 $326K
Moss Adams Wealth Advisors LLC 0.02% Add +2.8% 1,923 $325K
Conning Inc. 0.01% Reduce -21.7% 1,920 $325K
Ostrum Asset Management 0.02% No change 1,918 $324K
Beirne Wealth Consulting Services, LLC 0.06% No change 1,913 $323K
Financial Advisors Network, Inc. 0.04% Add +11.5% 1,911 $323K
Westover Capital Advisors, LLC 0.05% New 1,909 $323K
Chiron Capital Management, LLC 0.29% Reduce -5.0% 1,905 $322K
Indiana Trust & Investment Management Co 0.09% No change 1,900 $321K
Prelude Capital Management, LLC 0.02% Add +47.2% 1,899 $321K
TCI Wealth Advisors, Inc. 0.01% Add +14.3% 1,898 $321K
Signet Private Wealth LLC 0.26% No change 1,894 $320K
Greenfield Seitz Capital Management, LLC 0.10% Reduce -7.3% 1,894 $320K
Merrithew & Thorsten Inc 0.27% Add +0.7% 1,889 $319K
Hexagon Capital Partners LLC 0.04% Add +0.5% 1,886 $319K
Columbia Asset Management 0.06% No change 1,878 $317K
Summit Asset Management, LLC 0.04% Add +0.1% 1,878 $317K
WBH Advisory Inc. 0.02% Reduce -5.1% 1,873 $317K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,871 $316K
Gallagher Capital Advisors, LLC 0.18% Add +0.2% 1,871 $316K
HHM Wealth Advisors, LLC 0.03% Add +2.4% 1,868 $316K
Family Manage LLC 0.03% Add +16.7% 1,868 $316K
McGowan Group Asset Management, Inc. 0.04% Reduce -3.1% 1,866 $315K
Tranquility Partners, LLC 0.11% No change 1,866 $315K
Rehmann Capital Advisory Group 0.01% Reduce -0.1% 1,859 $314K
X-Square Capital, LLC 0.08% Add +3.2% 1,859 $314K
Alan B Lancz & Associates, Inc. 0.27% No change 1,857 $314K
TRB Wealth Management, LLC 0.04% Add +18.7% 1,857 $314K
WASHINGTON TRUST Co 0.01% No change 1,855 $314K
Fulcrum Asset Management LLP 0.03% Reduce -93.5% 1,799 $313K
Silver Oak Securities, Incorporated 0.02% Add +3.8% 1,850 $313K
Financial Management Network Inc. 0.04% Reduce -1.3% 1,498 $312K
Glass Jacobson Investment Advisors llc 0.10% Add +111.2% 1,842 $311K
LBMC Investment Advisors, LLC 0.02% Reduce -27.5% 1,840 $311K
Keating Investment Counselors Inc. 0.09% Reduce -9.8% 1,837 $311K
Wellington Shields & Co., LLC 0.07% No change 1,832 $310K
Gaddis Premier Wealth Advisors LLC 0.19% No change 1,829 $309K
Trueblood Wealth Management, LLC 0.11% Add +0.3% 1,829 $309K
Plan A Wealth LLC 0.13% Reduce -31.6% 1,823 $308K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% Reduce -11.9% 1,823 $308K
Wolff Financial Management LLC 0.06% No change 1,815 $307K
Inceptionr LLC 0.08% New 1,814 $307K
Sound Income Strategies, LLC 0.01% Add +18.7% 1,810 $306K
Naples Global Advisors, LLC 0.02% Add +1.1% 1,809 $306K
Wealth Management Associates, Inc. 0.08% Reduce -75.4% 1,809 $306K
Jmac Enterprises LLC 0.05% No change 1,805 $305K
Pinnacle Family Advisors, LLC 0.13% Add +0.6% 1,802 $305K
Peterson Wealth Services 0.07% Reduce -0.4% 1,799 $304K
Dividend Assets Capital, LLC 0.06% Reduce -27.9% 1,797 $304K
Quantum Financial Partners LLC 0.16% — 1,795 $303K
Silver Coast Investments LLC 0.09% No change 1,795 $303K
Viawealth, LLC 0.15% Add +0.1% 1,795 $303K
Pursuit Wealth Strategies, LLC 0.39% Reduce -0.5% 1,794 $303K
Radnor Capital Management, LLC 0.04% No change 1,792 $303K
Stonebrook Private Inc. 0.06% Add +38.6% 1,789 $302K
Keating Financial Advisory Services, Inc. 0.04% Add +4.0% 1,787 $302K
Warwick Investment Management, Inc. 0.03% Add +7.7% 1,786 $302K
Riverbend Wealth Management, LLC 0.15% Reduce -51.5% 1,775 $300K
Traynor Capital Management, Inc. 0.01% Reduce -1.0% 1,774 $300K
Signature Wealth Management Partners, LLC 0.14% No change 1,765 $298K
Tarbox Family Office, Inc. 0.04% No change 1,763 $298K
Stevens Capital Management LP 0.07% Reduce -10.1% 1,760 $298K
Weik Capital Management 0.11% Reduce -5.4% 1,760 $298K
Perennial Investment Advisors, LLC 0.02% Add +1.7% 1,753 $296K
SteelPeak Wealth, LLC 0.01% Add +1.0% 1,746 $295K
Next Capital Management LLC 0.08% No change 1,738 $294K
Pinion Investment Advisors, LLC 0.06% Add +1.6% 1,738 $294K
Per Stirling Capital Management, LLC. 0.03% Add +0.2% 1,735 $293K
True North Advisors, LLC 0.03% Reduce -3.1% 1,729 $292K
First Business Financial Services, Inc. 0.02% Add +17.3% 1,725 $292K
Jamison Private Wealth Management, Inc. 0.03% Add +0.2% 1,720 $291K
Centaurus Financial, Inc. 0.01% Add +9.8% 1,718 $290K
Northwest Quadrant Wealth Management, LLC 0.05% Reduce -1.0% 1,710 $289K
Sentry LLC 0.08% No change 1,710 $289K
Strait & Sound Wealth Management LLC 0.10% Add +1.5% 1,705 $288K
SkyOak Wealth, LLC 0.05% Reduce -6.8% 1,703 $288K
SCS Capital Management LLC 0.00% Add +0.6% 1,700 $287K
Owlhouse Capital LP 0.44% New 1,700 $287K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% No change 1,700 $287K
Ami Investment Management Inc. 0.06% Reduce -0.7% 1,699 $287K
Athena Investment Management 0.17% Reduce -37.2% 1,698 $287K
Crestmont Private Wealth LLC 0.08% No change 1,697 $287K
Vicus Capital 0.02% Add +25.3% 1,694 $286K
BLB&B Advisors, LLC 0.01% Add +0.1% 1,693 $286K
Threadgill Financial, LLC 0.12% Add +3.5% 1,693 $286K
1900 Wealth Management LLC 0.02% New 1,692 $286K
LRI Investments, LLC 0.02% Reduce -26.6% 1,678 $284K
Cambient Family Office, LLC 0.03% Reduce -6.6% 1,677 $283K
Great Diamond Partners, LLC 0.05% No change 1,673 $283K
Asset Advisors Investment Management, LLC 0.03% No change 1,673 $283K
SageView Advisory Group, LLC 0.01% Add +10.2% 1,669 $282K
Delta Investment Management, LLC 0.05% No change 1,667 $282K
Prestige Wealth Management Group LLC 0.05% Add +163.0% 1,665 $281K
Websterrogers Financial Advisors, LLC 0.07% No change 1,659 $280K
Aspire Private Capital, LLC 0.06% Reduce -2.9% 1,656 $280K
Murphy Pohlad Asset Management LLC 0.10% No change 1,650 $279K
IVC Wealth Advisors LLC 0.11% Reduce -1.7% 1,648 $279K
Embree Financial Group 0.03% Add +0.8% 1,647 $278K
Cullen Investment Group, LTD. 0.03% Add +0.2% 1,644 $278K
Marshall & Sterling Wealth Advisors Inc. 0.16% No change 1,639 $277K
Atlas Capital Advisors Inc. 0.03% No change 1,638 $277K
Wealthcare Capital Partners, LLC 0.11% Add +1.8% 1,638 $277K
True Wealth Design, LLC 0.07% Add +28.5% 1,637 $277K
Defiance ETFs, LLC 0.00% Add +17.8% 1,585 $277K
Cherry Tree Wealth Management, LLC 0.05% No change 1,629 $275K
Commonwealth Financial Services, LLC 0.04% Reduce -1.8% 1,627 $275K
Schear Investment Advisers, LLC 0.09% Add +35.0% 1,626 $275K
Ewa, LLC 0.05% Add +7.0% 1,625 $275K
Wealthspan Partners, LLC 0.09% No change 1,625 $275K
Powers Advisory Group, LLC 0.09% Reduce -13.3% 1,625 $275K
Key Client Fiduciary Advisors, LLC 0.08% Add +3.5% 1,624 $275K
CRA Financial Services, LLC 0.03% Add +2.7% 1,618 $274K
Measured Wealth Private Client Group, LLC 0.07% No change 1,617 $273K
Elyxium Wealth, LLC 0.03% New 1,615 $273K
CarsonAllaria Wealth Management, Ltd. 0.12% Reduce -3.4% 1,613 $273K
Verity Asset Management, Inc. 0.10% Add +12.2% 1,611 $272K
Continuum Advisory, LLC 0.02% Add +2.0% 1,610 $272K
Independent Wealth Network Inc. 0.07% Add +1.8% 1,605 $271K
apricus wealth, LLC 0.13% Reduce -15.8% 1,600 $270K
Fragasso Financial Advisors Inc 0.01% New 1,600 $270K
Sovereign Financial Group, Inc. 0.04% Add +0.1% 1,595 $270K
Westside Investment Management, Inc. 0.04% Add +0.6% 1,594 $269K
M1 Capital Management LLC 0.10% Reduce -2.0% 1,593 $269K
Choate Investment Advisors 0.00% Reduce -0.3% 1,592 $269K
Almanack Investment Partners, LLC. 0.03% New 1,591 $269K
LifeGoal Investments, LLC 0.12% Add +34.9% 1,586 $268K
PGIM Custom Harvest LLC 0.00% Add +5.7% 1,585 $268K
Octavia Wealth Advisors, LLC 0.02% New 1,581 $267K
Hardin Capital Partners, LLC 0.12% No change 1,571 $267K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -1.3% 1,579 $267K
Bond & Devick Financial Network, Inc. 0.07% No change 1,576 $266K
Stokes Capital Advisors, LLC 0.06% New 1,575 $266K
Birmingham Capital Management Co. Inc. 0.10% No change 1,573 $266K
E Fund Management Co., Ltd. 0.01% Reduce -57.8% 1,567 $265K
Traveka Wealth, LLC 0.09% Add +1.9% 1,565 $265K
Brookwood Investment Group LLC 0.03% Reduce -27.3% 1,561 $264K
Novak & Powell Financial Services, Inc. 0.12% Reduce -3.7% 1,560 $264K
Childress Capital Advisors, LLC 0.04% Reduce -5.0% 1,558 $263K
Investment Partners, LTD. 0.08% Add +0.2% 1,554 $263K
Allianz SE 0.00% New 1,550 $262K
Atalanta Sosnoff Capital, LLC 0.00% Reduce -38.8% 1,548 $262K
Arbor Investment Advisors, LLC 0.03% No change 1,547 $261K
Resonant Capital Advisors, LLC 0.01% Add +3.0% 1,546 $261K
Alta Advisers Ltd 0.06% No change 1,545 $261K
Claro Advisors Inc. 0.03% Add +5.0% 1,531 $259K
Cromwell Holdings LLC 0.12% Add +4.4% 1,529 $258K
Loudon Investment Management, LLC 0.13% No change 1,527 $258K
Cahill Financial Advisors Inc. 0.02% Add +0.7% 1,519 $257K
Foster Group, Inc. 0.01% Reduce -48.5% 1,518 $257K
Bank of New Hampshire 0.05% Reduce -2.3% 1,517 $256K
Schorn Wealth LLC 0.07% No change 1,516 $256K
Liberty Wealth Management LLC 0.03% No change 1,398 $255K
Edge Wealth Management LLC 0.04% No change 1,500 $254K
Apriem Advisors 0.02% No change 1,500 $254K
Staley Capital Advisers Inc. 0.01% No change 1,500 $254K
Blackston Financial Advisory Group, LLC 0.14% Add +2.3% 1,499 $253K
Calton & Associates, Inc. 0.04% New 1,499 $253K
HighPoint Advisor Group LLC 0.01% Add +11.2% 1,497 $253K
Fielder Capital Group LLC 0.05% Add +0.3% 1,496 $253K
Seven Mile Advisory 0.17% Reduce -7.9% 1,495 $253K
Sovran Advisors, LLC 0.02% New 1,226 $252K
COFG Advisors, LLC 0.04% Add +1.6% 1,484 $251K
Saxon Interests, Inc. 0.07% Reduce -24.5% 1,475 $249K
Semper Augustus Investments 0.03% No change 1,472 $249K
Cambridge Financial Group, LLC 0.08% No change 1,471 $249K
Whetstone Capital Advisors, LLC 0.07% No change 1,469 $248K
Zhang Financial LLC 0.01% Add +11.2% 1,467 $248K
Sagewood Asset Management LP 0.06% Add +10.9% 1,452 $245K
Astoria Portfolio Advisors LLC. 0.04% New 1,448 $245K
PFG Advisors 0.01% Reduce -32.6% 1,439 $243K
NorthCoast Asset Management LLC 0.01% Reduce -7.9% 1,437 $243K
Core Capital Management & Research, inc. 0.13% — 1,000 $243K
JM2 Capital Inc. 0.17% Add +0.7% 1,436 $243K
Purewater Capital LLC 0.17% Reduce -0.3% 1,433 $242K
Relyea Zuckerberg Hanson LLC 0.02% Add +2.1% 1,433 $242K
Jacobsen Capital Management 0.07% Add +0.1% 1,429 $242K
Partners Wealth Management, LLC 0.24% Reduce -8.2% 1,428 $241K
Asset One Wealth Management LLC 0.03% New 1,230 $241K
Regatta Capital Group, LLC 0.03% No change 1,427 $241K
Trust Co of Kansas 0.12% Add +17.4% 1,425 $241K
CWS Financial Advisors, LLC 0.05% No change 1,423 $241K
Endowment Wealth Management, Inc. 0.09% Reduce -5.6% 1,422 $240K
Coastline Trust Co 0.02% No change 1,422 $240K
Hutchinson Capital Management 0.04% Add +0.7% 1,417 $240K
Acropolis Investment Management, LLC 0.01% Add +2.7% 1,416 $239K
Chilton Capital Management LLC 0.01% No change 1,414 $239K
Mountain Pacific Investment Advisers LLC 0.04% No change 1,407 $238K
Tompkins Financial Corp. 0.02% No change 1,406 $238K
Peoples Bank 0.23% No change 1,405 $238K
Biltmore Family Office, LLC 0.03% Reduce -15.4% 1,403 $237K
Z3 Capital Partners, LLC 0.05% Reduce -1.2% 1,402 $237K
Advyzon Investment Management, LLC 0.02% Add +13.5% 1,402 $237K
Green Ridge Wealth Planning LLC 0.10% No change 1,400 $237K
DV Trading LLC 0.02% Add +7.7% 1,400 $237K
Resolute Wealth Strategies, LLC 0.09% Add +8.5% 1,396 $236K
Optas, LLC 0.03% Add +7.6% 1,393 $235K
Petersen Hastings Wealth Advisors Inc. 0.02% Add +0.3% 1,390 $235K
Cardiff Park Advisors, LLC 0.02% No change 1,388 $235K
Pring Turner Capital Group Inc. 0.13% No change 1,141 $235K
Bullock Wealth Management Group 0.10% Reduce -1.9% 1,344 $235K
Secure Asset Management, LLC 0.03% Reduce -1.6% 1,384 $234K
Saiph Capital, LLC 0.07% New 1,379 $233K
L. Roy Papp & Associates, LLP 0.02% No change 1,379 $233K
Henrickson Nauta Wealth Advisors, Inc. 0.06% Add +0.4% 1,375 $232K
Avion Wealth 0.04% Add +1.1% 1,376 $232K
Heartland Bank & Trust Co 0.05% Add +2.5% 1,371 $232K
JB Capital LLC 0.01% Reduce -0.7% 1,370 $232K
Summit Financial Wealth Advisors, LLC 0.03% Reduce -37.8% 1,367 $231K
Ellis Investment Partners, LLC 0.04% Add +15.8% 1,366 $231K
Azimuth Capital Investment Management LLC 0.01% No change 1,366 $231K
Enterprise Financial Services Corp 0.09% New 1,360 $230K
Meridian Wealth Advisors, LLC 0.03% Add +7.1% 1,359 $230K
Eastern Bank 0.00% Reduce -0.4% 1,356 $229K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,353 $229K
Charles Schwab Trust Co 0.01% Add +14.8% 1,354 $229K
Money Concepts Capital Corp. 0.01% Add +2.0% 1,354 $229K
AdvisorNet Financial, Inc 0.01% Add +14.6% 1,353 $229K
CM Wealth Advisors LLC 0.04% New 1,353 $229K
Parisi Gray Wealth Management 0.05% Reduce -1.4% 1,352 $229K
KLCM Advisors, Inc. 0.02% No change 1,350 $228K
Hirtle & Co., LLC 0.01% No change 1,350 $228K
New Republic Capital, LLC 0.05% Add +13.4% 1,349 $228K
Schrum Private Wealth Management LLC 0.23% Add +25.6% 1,542 $226K
WealthShield Partners, LLC 0.03% Reduce -51.9% 1,336 $226K
Quarry LP 0.04% Add +96.3% 1,333 $225K
Vance Wealth, LLC 0.05% Reduce -12.4% 1,332 $225K
Expressive Wealth LLC 0.21% Add +5.3% 1,331 $225K
Hendley & Co. Inc. 0.08% No change 1,330 $225K
First Foundation Advisors 0.01% New 1,331 $225K
InTrack Investment Management Inc 0.11% Reduce -2.1% 1,322 $223K
Aldebaran Financial Inc. 0.18% No change 1,320 $223K
Grove Bank & Trust 0.02% No change 1,317 $223K
Cypress Wealth Services, LLC 0.03% Add +3.8% 1,314 $222K
LeConte Wealth Management, LLC 0.12% Add +19.6% 1,314 $222K
Fermata Advisors, LLC 0.04% New 1,312 $222K
SBI Securities Co., Ltd. 0.01% Reduce -0.7% 1,312 $222K
Covenant Asset Management, LLC 0.04% No change 1,310 $221K
Wendell David Associates Inc. 0.02% No change 1,305 $221K
NWF Advisory Services Inc. 0.02% Reduce -1.9% 1,305 $221K
Canvas Wealth Advisors, LLC 0.03% Add +1.0% 1,304 $221K
BSW Wealth Partners 0.02% Reduce -0.6% 1,304 $220K
General Partner, Inc. 0.12% No change 1,303 $220K
Novem Group 0.02% Add +2.7% 1,301 $220K
BXM Wealth LLC 0.12% No change 1,300 $220K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,300 $220K
StoneX Group Inc. 0.01% Reduce -47.4% 1,296 $219K
Wellington Shields Capital Management, LLC 0.03% No change 1,292 $218K
AssuredPartners Investment Advisors, LLC 0.02% Add +2.7% 1,289 $218K
William Blair Investment Management, LLC 0.00% Add +1.2% 1,285 $217K
Family Wealth Partners, LLC 0.07% Add +16.7% 1,284 $217K
Cornerstone Advisory, LLC 0.02% Reduce -1.6% 1,283 $217K
Bay Rivers Group 0.07% New 1,282 $217K
Caitlin John, LLC 0.12% Add +9730.8% 1,278 $216K
CMG Global Holdings, LLC 0.09% No change 1,278 $216K
Paragon Capital Management Ltd 0.04% No change 1,277 $216K
Evelyn Partners Group Ltd 0.00% — 1,270 $215K
Paragon Private Wealth Management, LLC 0.06% Reduce -9.3% 1,270 $215K
TFB Advisors LLC 0.09% New 1,267 $214K
Arista Wealth Management, LLC 0.02% Add +0.9% 1,263 $214K
Pointe Capital Management LLC 0.10% Add +4.3% 1,261 $213K
Lighthouse Financial LLC 0.11% Reduce -0.2% 1,255 $212K
Townsquare Capital LLC 0.04% Add +0.2% 1,252 $212K
Sapient Capital LLC 0.00% Add +3.0% 1,251 $211K
Shufro Rose & Co. LLC 0.01% Reduce -19.4% 1,250 $211K
LifeWealth Investments, LLC 0.06% Add +2.2% 1,249 $211K
Stewardship Concepts Financial Services LLC 0.14% New 1,247 $211K
Private Wealth Asset Management, LLC 0.02% Add +4.0% 1,246 $211K
Triumph Capital Management 0.04% Reduce -1.2% 1,245 $210K
National Wealth Management Group, LLC 0.07% Reduce -4.0% 1,244 $210K
Bluesphere Advisors LLC 0.06% No change 1,239 $209K
Performance Wealth Partners, LLC 0.01% Add +1.4% 1,238 $209K
Advus Financial Partners, LLC 0.05% Reduce -2.3% 1,237 $209K
Athena Wealth Management, LLC 0.16% Reduce -18.3% 1,235 $209K
Cherry Creek Investment Advisors, Inc. 0.08% No change 1,235 $209K
Caldwell Sutter Capital, Inc. 0.08% Reduce -0.4% 1,234 $209K
Capital Investment Counsel, Inc 0.02% No change 1,234 $209K
NBT Bank, N.A. 0.01% Reduce -12.7% 1,234 $209K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Reduce -3.1% 1,234 $209K
Ponta Wealth Partners, LLC 0.11% New 1,233 $208K
CVA Family Office, LLC 0.02% Reduce -1.5% 1,231 $208K
Valley National Advisers Inc. 0.02% Reduce -0.3% 1,225 $207K
Wealth Alliance, LLC 0.02% New 1,222 $207K
Spirepoint Private Client, LLC 0.02% No change 1,221 $206K
Capstone Financial Advisors, Inc. 0.01% Reduce -0.2% 1,221 $206K
Carson Advisory Inc. 0.09% Add +0.2% 1,221 $206K
Kavar Capital Partners Group, LLC 0.03% Add +1.8% 1,220 $206K
Barlow Wealth Partners, LLC 0.02% New 1,092 $205K
Tempus Wealth Planning, LLC 0.04% Reduce -1.6% 1,212 $205K
First Western Trust Bank 0.01% Reduce -0.7% 1,210 $205K
Hurlow Wealth Management Group, Inc. 0.04% Add +0.2% 1,209 $204K
Argus Investors' Counsel, Inc. 0.16% Add +0.6% 1,203 $203K
BlackDiamond Wealth Management, LLC 0.08% New 943 $203K
DUTCH ASSET Corp 0.10% New 1,202 $203K
Scarborough Advisors, LLC 0.02% Add +0.3% 1,132 $203K
Global Financial Private Client, LLC 0.06% Add +1.4% 1,202 $203K
Capital Asset Advisory Services LLC 0.01% New 1,202 $203K
WealthBridge Capital Management, LLC 0.04% Add +9.1% 1,201 $203K
MJP Associates Inc. 0.02% Reduce -6.5% 1,200 $203K
City National Bank of Florida 0.09% Add +1.8% 1,200 $203K
Meiji Yasuda Life Insurance Co 0.01% New 1,200 $203K
Charter Research & Investment Group, Inc. 0.12% No change 1,198 $203K
Sloy Dahl & Holst, LLC 0.03% No change 1,197 $202K
Financial Security Advisor, Inc. 0.03% Reduce -9.8% 1,196 $202K
Income Insurance Ltd 0.12% No change 1,195 $202K
Weinberger Asset Management, Inc 0.06% New 954 $202K
Sigma Investment Counselors Inc. 0.01% Add +1.6% 1,194 $202K
Safeguard Investment Advisory Group, LLC 0.05% Add +0.7% 1,191 $201K
Gradient Investments LLC 0.00% Reduce -1.3% 1,191 $201K
BCS Wealth Management 0.04% Reduce -9.0% 1,187 $201K
ABLE Financial Group, LLC 0.03% New 1,186 $200K
Raleigh Capital Management Inc. 0.06% Add +6.2% 1,185 $200K
Creative Financial Designs Inc. 0.01% Add +2.4% 1,185 $200K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,171 $198K
Capital Advisors, Ltd. LLC 0.02% Reduce -1.7% 1,145 $194K
Centennial Bank 0.06% No change 1,125 $190K
Hendershot Investments Inc. 0.02% No change 1,120 $189K
Lodestone Wealth Management LLC 0.07% Reduce -8.0% 1,107 $187K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1,100 $186K
St Germain D J Co. Inc. 0.01% No change 1,096 $185K
CYBER HORNET ETFs LLC 0.10% Reduce -1.8% 1,089 $184K
Asset Planning,Inc 0.12% Add +0.3% 1,088 $184K
Sittner & Nelson, LLC 0.06% No change 1,061 $179K
TFC Financial Management, Inc. 0.02% Add +5.6% 1,061 $179K
American Capital Advisory, LLC 0.07% Reduce -0.8% 1,059 $179K
Security National Bank 0.02% No change 1,054 $178K
Motco 0.01% Add +11.7% 1,034 $175K
Bravera Wealth 0.06% No change 1,000 $169K
Mechanics Financial Corp 0.06% No change 1,000 $169K
Armstrong Advisory Group, Inc. 0.01% No change 993 $168K
Trust Co 0.01% Reduce -40.7% 985 $166K
Napier Financial, LLC 0.03% Add +14.3% 972 $164K
Cary Street Partners Investment Advisory LLC 0.03% Add +8.7% 965 $163K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.9% 963 $163K
Lanark Financial, Inc. 0.01% Add +0.4% 960 $162K
Tanglewood Legacy Advisors, LLC 0.05% No change 950 $161K
Beaird Harris Wealth Management, LLC 0.01% Add +27.1% 939 $159K
Birchbrook, Inc. 0.07% Reduce -0.1% 935 $158K
Financial Management Professionals, Inc. 0.01% Add +20.3% 920 $156K
Broadwater Capital Management LLC 0.11% No change 900 $152K
Asset Dedication, LLC 0.01% Add +5.5% 898 $152K
CoreCap Advisors, LLC 0.00% Reduce -54.8% 885 $150K
Burk Holdings LLC 0.05% No change 872 $147K
American National Bank & Trust 0.01% No change 868 $147K
VSM Wealth Advisory, LLC 0.04% Add +0.1% 833 $141K
TrustBank 0.05% Reduce -2.4% 826 $140K
Rialto Wealth Management, LLC 0.03% Add +3.6% 800 $135K
PFS Partners, LLC 0.05% Add +0.4% 792 $134K
Brown, Lisle/Cummings, Inc. 0.03% Add +0.9% 780 $132K
Regatta Research & Money Management 0.12% — 776 $131K
First Command Advisory Services, Inc. 0.00% Add +58.2% 775 $131K
Gleason Group, Inc. 0.01% Add +5.3% 771 $130K
Archer Investment Corp 0.02% Reduce -13.7% 759 $128K
SHP Wealth Management 0.01% Add +2.3% 745 $126K
Compagnie Lombard Odier SCmA 0.00% Reduce -33.3% 742 $125K
Buck Wealth Strategies, LLC 0.01% New 741 $125K
Eurizon SLJ Capital Ltd 0.05% No change 741 $125K
Golden State Wealth Management, LLC 0.01% Add +4.5% 739 $125K
Simplex Trading, LLC 0.00% New 737 $125K
Clark Wealth Partners 0.07% Add +0.7% 730 $123K
Glen Eagle Advisors, LLC 0.02% No change 728 $123K
Guardian Partners Inc. 0.01% New 725 $123K
Park Place Capital Corp 0.02% No change 722 $122K
Miller Wealth Advisors, LLC 0.05% No change 715 $121K
TOWER TRUST & INVESTMENT Co 0.07% No change 714 $121K
Piscataqua Savings Bank 0.08% No change 714 $121K
Tower View Wealth Management LLC 0.05% Add +0.6% 713 $121K
First Bancorp, Inc 0.05% New 712 $120K
Front Row Advisors LLC 0.03% No change 535 $120K
NBH Bank 0.05% — 710 $120K
Vaquero Private Wealth, Ltd. 0.02% — 709 $120K
Kentucky Trust Co 0.06% Add +0.9% 706 $119K
Riverview Trust Co 0.14% No change 703 $119K
Zions Bancorporation, National Association 0.01% Reduce -6.3% 689 $116K
Toth Financial Advisory Corp. 0.01% Reduce -0.1% 682 $115K
Elequin Capital, LP 0.02% Add +427.9% 681 $115K
Evermay Wealth Management LLC 0.01% Add +34.0% 670 $113K
Clearstead Trust, LLC 0.01% No change 660 $112K
DecisionPoint Financial, LLC 0.02% Add +0.8% 632 $110K
Signature Equity Partners, LLC 0.05% Reduce -4.0% 633 $107K
Kimelman & Baird, LLC 0.01% No change 625 $106K
Southern Michigan Bank & Trust 0.04% No change 625 $106K
Main Street Group, LTD 0.03% No change 616 $104K
Key Financial Inc 0.02% Reduce -3.0% 615 $104K
United Community Bank 0.03% Reduce -39.8% 595 $101K
Hager Investment Management Services, LLC 0.05% Reduce -2.3% 591 $100K
Greykasell Wealth Strategies, Inc. 0.04% No change 588 $99K
Community Financial Services Group, LLC 0.01% No change 563 $98K
Bayban 0.07% Add +9.5% 576 $97K
NorthAvenue LLC 0.07% No change 575 $97K
JFS Wealth Advisors, LLC 0.00% Add +1.6% 572 $97K
West Paces Advisors Inc. 0.02% New 564 $95K
Sarver Vrooman Wealth Advisors 0.06% No change 533 $95K
City State Bank 0.02% No change 561 $95K
Murphy & Mullick Capital Management Corp 0.06% No change 557 $94K
McMillan Office, Inc. 0.01% No change 552 $93K
Mark Sheptoff Financial Planning, LLC 0.05% No change 550 $93K
Harbor Asset Planning, Inc. 0.07% No change 533 $90K
JPL Wealth Management, LLC 0.02% Add +0.4% 533 $90K
Steigerwald, Gordon & Koch Inc. 0.01% No change 531 $90K
Aventura Private Wealth, LLC 0.03% Reduce -0.2% 521 $88K
Ogorek Anthony Joseph /NY/ 0.02% No change 516 $87K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +37.8% 510 $86K
Silver Grove Financial Group, Inc. 0.05% Add +7042.9% 500 $85K
Acima Private Wealth, LLC 0.02% No change 500 $85K
Flagship Wealth Advisors, LLC 0.02% No change 500 $85K
Duncker Streett & Co. Inc. 0.01% No change 500 $85K
Valley Wealth Managers, Inc. 0.00% No change 500 $85K
Physician Wealth Advisors, Inc. 0.01% Add +10.0% 494 $83K
JNBA Financial Advisors 0.01% Add +4.7% 489 $83K
Morse Asset Management, Inc 0.01% Add +46.1% 475 $80K
1 North Wealth Services LLC 0.03% No change 474 $80K
Salomon & Ludwin, LLC 0.01% Reduce -3.0% 456 $80K
Financially Speaking Inc 0.39% No change 435 $79K
Catalyst Capital Advisors LLC 0.00% New 468 $79K
GW&K Investment Management, LLC 0.00% Add +41.5% 464 $78K
Webster Bank, N. A. 0.01% Reduce -8.6% 458 $77K
Medallion Wealth Advisors, LLC 0.02% Add +0.7% 449 $76K
Pin Oak Investment Advisors Inc. 0.05% No change 450 $76K
Evolution Wealth Management Inc. 0.04% Add +35.5% 439 $74K
Godsey & Gibb, Inc. 0.01% Reduce -9.0% 435 $74K
Thompson Investment Management, Inc. 0.01% Add +1333.3% 430 $73K
Johnson Financial Group, Inc. 0.00% Reduce -8.4% 426 $72K
Fiduciary Financial Advisors 0.01% New 433 $72K
Spire Wealth Management 0.00% Reduce -76.3% 415 $70K
Albion Financial Group 0.00% Add +317.4% 409 $69K
First Horizon Corp. 0.00% Reduce -23.0% 408 $69K
CBIZ Investment Advisory Services, LLC 0.00% No change 375 $68K
Financial Gravity Companies, Inc. 0.01% — 397 $67K
Cornerstone Financial Management LLC 0.05% Add +134.9% 390 $66K
Manchester Capital Management LLC 0.01% Add +13.5% 387 $65K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 385 $65K
Summit Securities Group LLC 0.01% Add +465.1% 373 $63K
Beacon Investment Advisory Services, Inc. 0.00% No change 370 $63K
Copia Wealth Management 0.04% No change 363 $61K
Battery Global Advisors, LLC 0.03% No change 358 $61K
Evolution Advisers, Inc. 0.02% Reduce -4.8% 355 $60K
Activest Wealth Management 0.01% Reduce -13.3% 353 $60K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 350 $59K
Operose Advisors LLC 0.01% Add +1.2% 350 $59K
Pittenger & Anderson Inc. 0.00% No change 342 $58K
Truvestments Capital LLC 0.01% Add +98.8% 340 $57K
New England Capital Financial Advisors LLC 0.01% Add +0.6% 331 $56K
Dynamic Wealth Strategies, LLC 0.03% No change 330 $56K
Financial Consulate, Inc. 0.01% Add +5.1% 329 $56K
BOK Financial Private Wealth, Inc. 0.00% Add +15.5% 328 $55K
EFG International AG 0.00% No change 325 $55K
Covestor Ltd 0.03% Add +107.1% 319 $54K
Bell Investment Advisors, Inc 0.01% Add +46.0% 314 $53K
Whipplewood Advisors, LLC 0.04% Reduce -21.7% 310 $52K
Meeder Asset Management Inc. 0.00% Reduce -96.2% 310 $52K
Quaker Wealth Management, LLC 0.02% No change 308 $52K
Forum Finance Group S.A. 0.02% New 370 $51K
Boreal Capital Management LLC 0.04% No change 300 $51K
Fortitude Family Office, LLC 0.01% Reduce -2.6% 300 $51K
SRH Advisors, LLC 0.01% No change 299 $51K
Morton Brown Family Wealth, LLC 0.01% Add +2.5% 289 $49K
N.E.W. Advisory Services LLC 0.00% Add +0.7% 288 $49K
Tacita Capital Inc 0.03% No change 286 $48K
Crews Bank & Trust 0.01% No change 285 $48K
Owl Creek Wealth Partners LLC 0.01% Add +7.6% 283 $48K
Steph & Co. 0.01% Reduce -16.6% 276 $47K
Dorato Capital Management 0.03% No change 245 $46K
Tsfg, LLC 0.01% No change 273 $46K
Signature Resources Capital Management, LLC 0.02% No change 272 $46K
Crewe Advisors LLC 0.00% Add +248.7% 272 $46K
Gill Capital Partners, LLC 0.01% No change 271 $46K
Sfam, LLC 0.04% No change 267 $45K
Rakuten Securities, Inc. 0.01% Add +2.7% 265 $45K
Cornerstone Planning Group LLC 0.01% Add +8.8% 210 $44K
Stone House Investment Management, LLC 0.01% Add +6.5% 261 $44K
Country Trust Bank 0.00% No change 260 $44K
Gen-Wealth Partners Inc 0.01% Add +4.9% 259 $44K
Cornerstone National Bank & Trust Co 0.01% No change 250 $44K
Graney & King, LLC 0.02% Add +0.8% 258 $44K
CNB Bank 0.02% No change 257 $43K
Peterson Wealth Management 0.02% No change 250 $42K
Security National Bank of Sioux City Iowa 0.02% New 250 $42K
Rogco, LP 0.01% No change 250 $42K
Hoese & Co LLP 0.03% New 250 $42K
StrongBox Wealth, LLC 0.01% New 250 $42K
Smallwood Wealth Investment Management, LLC 0.02% Add +0.8% 248 $42K
Balyasny Asset Management L.P. 0.00% Reduce -98.4% 239 $40K
Fourth Dimension Wealth, LLC 0.01% Add +12.5% 225 $38K
Nova Wealth Management, Inc. 0.02% Add +27.5% 218 $37K
Bank & Trust Co 0.02% No change 217 $37K
Founders Capital Management 0.02% No change 215 $36K
Perkins Coie Trust Co 0.01% No change 215 $36K
Wolff Wiese Magana LLC 0.02% No change 214 $36K
Keb Asset Management, LLC 0.01% New 214 $36K
Bruce G. Allen Investments, LLC 0.02% No change 210 $36K
Navigoe, LLC 0.02% Add +4.5% 209 $35K
Accordant Advisory Group Inc 0.02% No change 200 $34K
Delos Wealth Advisors, LLC 0.02% No change 200 $34K
Robinswood Financial LLC 0.01% No change 200 $34K
GoalVest Advisory LLC 0.01% No change 200 $34K
Coston, McIsaac & Partners 0.01% No change 200 $33K
Vision Retirement, LLC 0.01% No change 190 $32K
Global Trust Asset Management, LLC 0.01% Reduce -65.1% 189 $32K
Cape Investment Advisory, Inc. 0.01% New 186 $31K
Atlatl Advisers LLC 0.01% New 186 $31K
Silvant Capital Management LLC 0.00% No change 186 $31K
Hoey Investments, Inc. 0.00% No change 184 $31K
Private Wealth Management Group, LLC 0.01% Reduce -41.5% 183 $31K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Reduce -92.0% 182 $31K
Barnes Dennig Private Wealth Management LLC 0.02% No change 178 $30K
J.Safra Asset Management Corp 0.00% No change 178 $30K
First PREMIER Bank 0.00% No change 176 $30K
High Point Wealth Management, LLC 0.02% Add +1.2% 174 $29K
Concord Wealth Partners 0.00% New 173 $29K
Byrne Asset Management LLC 0.02% No change 173 $29K
Commonwealth Retirement Investments LLC 0.01% New 172 $29K
South Dakota Investment Council 0.00% Reduce -86.2% 169 $29K
Kelleher Financial Advisors 0.00% New 171 $29K
Walsh & Associates, LLC 0.02% No change 170 $29K
Kemnay Advisory Services Inc. 0.00% Add +9.0% 169 $29K
First United Bank & Trust 0.01% No change 165 $28K
Compass Financial Management LLC 0.00% — 157 $28K
Advantage Trust Co 0.01% No change 162 $27K
Ares Financial Consulting, LLC 0.02% Add +14.6% 157 $27K
AXS Investments LLC 0.01% Reduce -13.3% 156 $26K
Burkett Financial Services, LLC 0.01% Add +0.7% 154 $26K
Axiom Investment Management LLC 0.02% No change 150 $25K
Fairscale Capital, LLC 0.02% Add +0.7% 150 $25K
Sachetta, LLC 0.01% Add +18.6% 147 $25K
NFSG Corp 0.00% No change 146 $25K
Strategic Investment Solutions, Inc. 0.01% Reduce -5.8% 145 $25K
Joseph Group Capital Management 0.01% Add +29.7% 144 $24K
Creative Capital Management Investments LLC 0.01% Add +43.0% 143 $24K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -11.3% 142 $24K
Plante Moran Financial Advisors, LLC 0.00% Reduce -67.8% 142 $24K
Roble, Belko & Company, Inc 0.00% No change 141 $24K
Bogart Wealth, LLC 0.00% Add +14.6% 141 $24K
Beacon Financial Strategies CORP 0.01% No change 138 $23K
PlanVest Financial, Inc 0.02% No change 137 $23K
University of Texas/Texas Am Investment Management Co. 0.00% Reduce -29.4% 132 $22K
Axxion S.A. 0.00% — 132 $22K
Heritage Wealth Advisors 0.00% No change 131 $22K
Arlington Trust Co LLC 0.00% Add +57.3% 129 $22K
S&T Bank 0.01% Add +0.8% 128 $22K
Downshift Financial, LLC 0.01% New 127 $21K
Security National Bank of So Dak 0.01% New 124 $21K
3 Factor Indexing, LLC 0.02% No change 123 $21K
Millstone Evans Group, LLC 0.01% Reduce -74.8% 121 $20K
Olistico Wealth, LLC 0.01% No change 119 $20K
McGuire Capital Advisors Inc. 0.01% Reduce -92.6% 118 $20K
Manning & Napier Advisors LLC 0.00% New 114 $20K
Arvest Investments, Inc. 0.00% New 117 $20K
Richardson Capital Management LLC 0.01% No change 115 $19K
Highline Wealth Partners LLC 0.00% Add +62.9% 114 $19K
Midwest Capital Advisors, LLC 0.01% No change 114 $19K
Bare Financial Services, Inc 0.00% Add +63.8% 113 $19K
LGT Financial Advisors LLC 0.10% No change 112 $19K
Marshall Investment Management, LLC 0.01% New 112 $19K
First Community Trust NA 0.01% No change 111 $19K
Roxbury Financial LLC 0.01% Add +0.9% 110 $19K
First Pacific Financial 0.00% Reduce -14.1% 110 $19K
Aberdeen Wealth Management LLC 0.01% New 108 $18K
Raffa Wealth Management, LLC 0.00% Add +7.1% 105 $18K
LifeSteps Financial, Inc. 0.01% New 100 $17K
Pension & Wealth Management Advisors, Inc. 0.00% New 100 $17K
Tiaa Trust, National Association 0.00% Reduce -63.0% 100 $17K
Barrett & Company, Inc. 0.00% No change 100 $17K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 99 $17K
Western Pacific Wealth Management, LP 0.01% No change 95 $16K
Cedar Mountain Advisors, LLC 0.00% No change 94 $16K
WPG Advisers, LLC 0.01% Add +12.2% 92 $16K
West Branch Capital LLC 0.00% No change 92 $15K
Strengthening Families & Communities, LLC 0.00% Add +18.4% 90 $15K
SOA Wealth Advisors, LLC. 0.00% No change 90 $15K
Synergy Investment Management, LLC 0.00% Add +711.1% 73 $15K
Dogwood Wealth Management LLC 0.01% Reduce -35.5% 89 $15K
Principia Wealth Advisory, LLC 0.01% Add +4.8% 88 $15K
Financial Perspectives, Inc 0.00% No change 88 $15K
IAG Wealth Partners, LLC 0.00% No change 85 $14K
MPWM Advisory Solutions, LLC 0.01% Add +1.2% 84 $14K
Alpine Bank Wealth Management 0.00% New 83 $14K
Wilkerson Advisory Group LLC 0.00% Reduce -19.0% 81 $14K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.03% Reduce -38.5% 80 $14K
Hickory Point Bank & Trust 0.01% No change 74 $13K
YANKCOM Partnership 0.00% No change 74 $13K
Bay Harbor Wealth Management, LLC 0.00% Add +13.8% 74 $13K
Markowski Investments 0.00% — 74 $13K
Elevation Wealth Partners, LLC 0.00% Add +97.2% 71 $12K
Valued Wealth Advisors LLC 0.00% Add +16.4% 71 $12K
First Financial Corp. 0.00% No change 69 $12K
RMG Wealth Management LLC 0.00% No change 51 $12K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 67 $11K
Prosperity Bancshares Inc 0.01% No change 66 $11K
Lavaca Capital LLC 0.00% No change 66 $11K
Atwood & Palmer Inc. 0.00% Add +6400.0% 65 $11K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% No change 65 $11K
Leo H. Evart, Inc. 0.01% No change 64 $11K
Pacifica Partners Inc. 0.00% No change 60 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 60 $10K
Westend Capital Management, LLC 0.00% Reduce -27.2% 59 $10K
Center for Financial Planning, Inc. 0.00% No change 57 $10K
High Note Wealth, LLC 0.00% Reduce -46.1% 56 $9K
HighMark Wealth Management LLC 0.00% Add +64.7% 56 $9K
Old Second National Bank of Aurora 0.00% No change 55 $9K
Entrust Financial LLC 0.01% No change 55 $9K
Oakmont Advisory Group, LLC 0.01% New 54 $9K
Planning Strategies Inc. 0.01% — 53 $9K
Ameriflex Group, Inc. 0.00% Add +160.0% 52 $9K
KERR FINANCIAL PLANNING Corp 0.01% No change 52 $9K
Noble Wealth Management PBC 0.00% No change 51 $9K
Kilter Group LLC 0.00% Add +75.9% 51 $9K
Align Financial, LLC 0.00% No change 50 $8K
Kroeger Financial Partners 0.01% — 50 $8K
Marquette Asset Management, LLC 0.00% No change 46 $8K
Abound Wealth Management 0.00% Reduce -45.8% 45 $8K
Maryland Capital Advisors Inc. 0.00% — 44 $7K
Financial Network Wealth Advisors LLC 0.01% Add +4.8% 44 $7K
Elevated Capital Advisors, LLC 0.00% No change 40 $7K
Richardson Financial Services Inc. 0.00% Add +300.0% 40 $7K
United Financial Planning Group LLC 0.00% No change 39 $7K
Osbon Capital Management LLC 0.01% No change 38 $7K
Prudent Man Investment Management, Inc. 0.00% No change 50 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 37 $6K
Montgomery Financial Services LLC 0.01% — 37 $6K
Delta Asset Management LLC 0.00% New 36 $6K
POM Investment Strategies, LLC 0.01% Reduce -89.5% 35 $6K
Fiduciary Advisors, Inc. 0.00% No change 35 $6K
Horrell Capital Management, Inc. 0.00% No change 34 $6K
Tradewinds Capital Management, LLC 0.00% No change 34 $6K
Tidemark, LLC 0.00% No change 33 $6K
Monetary Solutions, Ltd 0.00% No change 31 $5K
Penserra Capital Management LLC 0.00% No change 33 $5K
Horizon Financial Services, LLC 0.00% Add +0.0% 28 $5K
CGC Financial Services, LLC 0.00% No change 28 $5K
Hughes Financial Services, LLC 0.00% Add +133.3% 28 $5K
HFM Investment Advisors, LLC 0.00% Add +107.7% 27 $5K
Spurstone Advisory Services, LLC 0.06% No change 25 $4K
Bullseye Investment Management, LLC 0.00% No change 25 $4K
WealthCollab, LLC 0.00% No change 24 $4K
Carolina Wealth Advisors, LLC 0.00% No change 23 $4K
Dunhill Financial, LLC 0.00% Add +10.0% 22 $4K
Torren Management, LLC 0.00% No change 22 $4K
Bfsg, LLC 0.00% No change 20 $3K
IMA Advisory Services, Inc. 0.00% Add +81.8% 20 $3K
Retirement Wealth Solutions LLC 0.00% No change 19 $3K
Nalls Sherbakoff Group, LLC 0.00% No change 17 $3K
IMG Wealth Management, Inc. 0.00% New 17 $3K
Banque Cantonale Vaudoise 0.00% Add +73.3% 16,082 $3K
Sunrise Financial Services, LLC 0.00% Reduce -51.5% 16 $3K
Washington Trust Advisors, Inc. 0.00% No change 16 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 14 $2K
1015 Capital Partners, LLC 0.00% No change 13 $2K
Winthrop Capital Management, LLC 0.00% New 13 $2K
Advocate Investing Services LLC 0.00% No change 11 $2K
Fortis Group Advisors, LLC 0.00% New 11 $2K
Davis Capital Management 0.00% Add +233.3% 10 $2K
Aspect Partners, LLC 0.00% No change 10 $2K
PayPay Securities Corp 0.04% Reduce -84.8% 9 $2K
Decker Retirement Planning Inc. 0.00% New 8 $1K
Kings Path Partners LLC 0.00% New 8 $1K
Seneschal Advisors, LLC 0.00% No change 6 $1K
Mascoma Wealth Management LLC 0.00% Reduce -14.3% 6 $1K
Provenance Wealth Advisors, LLC 0.00% New 6 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 6 $949
Spectrum Wealth Advisory Group, LLC 0.00% New 5 $851
Trifecta Capital Advisors, LLC 0.00% New 5 $846
Alerus Financial NA 0.00% No change 5 $845
Breakwater Investment Management 0.00% No change 4 $677
Friedenthal Financial 0.00% Reduce -97.5% 4 $646
Vanguard Advisers Inc. 0.00% New 3 $507
Atlantic Private Wealth, LLC 0.00% No change 2 $341
Nvest Wealth Strategies, Inc. 0.00% No change 2 $339
Mosley Wealth Management 0.00% New 2 $338
LM Advisors LLC 0.00% Add +449.5% 1,742 $295
Sankala Group LLC 0.00% New 1 $242
ROSS\JOHNSON & Associates LLC 0.00% New 1 $169
St. Johns Investment Management Company, LLC 0.00% No change 1 $169
Highland Investment Advisors LLC 0.00% — 1 $169
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.