Rio Tinto PLC-Spon ADRRIO

13F holders, Q1 2026 (March 31)
944holders +65
145new positions
76sold out
9famous investors
$93.17avg. 13F price*

At the end of Q1 2026, 944 institutions reported holding Rio Tinto PLC-Spon ADR (RIO) in their 13F filings, up 65 from Q4 2025. 145 opened new positions and 76 sold out. The largest holders were Fisher Asset Management ($1.9B), State Farm Mutual Automobile Insurance Co. ($1.0B) and Goldman Sachs Group Inc. ($822.3M). 9 famous investors held it, including Ken Fisher (0.6% of Fisher Asset Management's portfolio), Jeremy Grantham (0.5% of GMO's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
Rio Tinto PLC-Spon ADR
CUSIP
767204100
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 749Q1 2024Q2 2024: 754Q2 2024Q3 2024: 760Q3 2024Q4 2024: 754Q4 2024Q1 2025: 782Q1 2025Q2 2025: 744Q2 2025Q3 2025: 767Q3 2025Q4 2025: 879Q4 2025Q1 2026: 944Q1 2026Q2 2026: 969Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions145$437.8M
Exits76$271.5M

All 13F filers, Q4 2025 → Q1 2026: 13,887,369 shares bought and 15,545,105 shares sold, net −1,657,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 944 holders

Fisher Asset Management 0.64% Add +2.5% 20,135,992 $1.9B
State Farm Mutual Automobile Insurance Co. 0.80% No change 10,931,820 $1.0B
Goldman Sachs Group Inc. 0.11% Reduce -19.6% 8,813,988 $822.3M
Morgan Stanley 0.03% Reduce -14.3% 4,889,374 $456.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.54% Add +4.8% 4,237,751 $395.3M
Arrowstreet Capital, Limited Partnership 0.19% Reduce -4.5% 3,710,224 $346.1M
Bank of America Corp. 0.02% Add +6.6% 3,623,294 $338.0M
Neuberger Berman Group LLC 0.17% Add +10.4% 2,454,902 $229.1M
Qube Research & Technologies Ltd 0.32% Reduce -0.3% 2,377,304 $221.8M
FMR LLC 0.01% Add +13.2% 2,180,186 $203.4M
BlackRock, Inc. 0.00% Add +18.9% 2,108,295 $196.7M
Bank of Montreal 0.08% Reduce -7.4% 2,056,347 $191.8M
GMO 0.48% Add +27.8% 2,004,837 $187.0M
Harding Loevner LP 1.89% Reduce -4.0% 1,971,227 $184.0M
JPMorgan Chase & Co. 0.01% Add +41.8% 1,949,753 $173.2M
Northern Trust Corp. 0.02% Add +7.9% 1,839,582 $171.6M
Natixis Advisors, LLC 0.23% Add +10.2% 1,748,965 $163.2M
Dimensional Fund Advisors LP 0.03% Reduce -5.5% 1,682,927 $156.8M
Jones Financial Companies LLLP 0.07% Add +3566.0% 1,725,801 $149.5M
Citigroup Inc. 0.09% Add +3.3% 1,544,579 $144.1M
Earnest Partners LLC 0.56% Reduce -4.8% 1,442,986 $134.6M
BNP Paribas Financial Markets 0.09% Reduce -20.2% 1,436,275 $134.0M
UBS Group AG 0.02% Add +17.3% 1,311,639 $122.4M
Wells Fargo & Company 0.02% Reduce -2.7% 1,302,179 $121.5M
Royal Bank of Canada 0.02% Reduce -7.5% 1,199,010 $111.9M
Altshuler Shaham Ltd 1.95% New 1,144,000 $106.7M
Palliser Capital (UK) Ltd 75.10% Reduce -14.1% 1,037,233 $96.8M
Jane Street Group, LLC 0.10% New 1,003,425 $93.6M
Renaissance Technologies 0.14% Add +417.6% 965,800 $90.1M
Clearbridge Investments, LLC 0.07% New 892,474 $83.3M
Todd Asset Management LLC 1.60% Reduce -19.4% 874,659 $81.6M
Raymond James Financial Inc. 0.03% Add +15.1% 871,668 $81.3M
Envestnet Asset Management Inc. 0.02% Add +54.7% 838,415 $78.2M
Franklin Resources Inc. 0.02% Reduce -43.8% 784,232 $73.2M
Milford Funds Ltd. 1.31% Reduce -42.3% 671,339 $62.6M
Cullen Capital Management, LLC 0.63% Add +31.7% 656,864 $61.3M
Deutsche Bank AG 0.02% Reduce -71.1% 641,205 $59.8M
1832 Asset Management L.P. 0.08% Add +2.4% 640,080 $59.7M
Wellington Management Group LLP 0.01% Reduce -29.6% 624,596 $58.3M
American Century Companies Inc. 0.03% Add +42.2% 595,530 $55.6M
Sei Investments Co. 0.05% Add +1.1% 564,191 $52.6M
Teachers Retirement System of the State of Kentucky 0.40% Reduce -21.8% 545,770 $50.9M
Capital Advisors Inc. 0.79% Add +0.8% 529,596 $49.4M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -22.2% 524,602 $48.9M
First Trust Advisors LP 0.03% Reduce -7.8% 519,977 $48.5M
LPL Financial LLC 0.01% Add +11.7% 514,691 $48.0M
Creative Planning 0.03% Add +10.1% 505,442 $47.2M
HRT Financial LP 0.11% Add +208.7% 460,035 $42.9M
Barclays PLC 0.02% Add +2.7% 453,897 $42.3M
Ameriprise Financial Inc. 0.01% Reduce -14.9% 443,751 $41.4M
Pacific Heights Asset Management LLC 1.33% No change 425,000 $39.6M
Massachusetts Financial Services Co. 0.01% Add +5.9% 368,340 $38.9M
Aberdeen Group plc 0.06% Reduce -0.1% 403,172 $37.6M
Kornitzer Capital Management Inc. 0.58% Reduce -0.1% 287,629 $26.8M
Abc Arbitrage SA 3.47% Reduce -17.4% 279,807 $26.1M
Gabelli Funds LLC 0.18% Reduce -24.7% 276,300 $25.8M
Citadel Advisors 0.02% Reduce -68.7% 254,948 $23.8M
FIL Ltd 0.02% Add +4.0% 246,237 $23.0M
National Bank of Canada 0.02% Reduce -71.6% 240,622 $22.4M
Anchor Capital Advisors LLC 0.62% Add +12.4% 234,303 $21.9M
Stifel Financial Corp. 0.02% Reduce -3.8% 234,226 $21.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Add +1251.8% 212,538 $19.8M
SG Americas Securities, LLC 0.02% Add +84.0% 206,862 $19.3M
Quantinno Capital Management LP 0.03% Add +33.0% 200,280 $18.7M
Oak Harvest Investment Services 1.92% Add +3.9% 197,554 $18.4M
SteelPeak Wealth, LLC 0.57% Reduce -3.3% 191,195 $18.3M
Cullen/Frost Bankers, Inc. 0.21% Add +5.2% 195,769 $18.3M
Charles Schwab Investment Management Inc. 0.00% Add +20.3% 194,311 $18.1M
Jennison Associates LLC 0.01% Add +2.9% 192,748 $18.0M
Osaic Holdings, Inc. 0.03% Reduce -5.8% 186,490 $17.4M
Van Eck Associates Corp. 0.01% Reduce -12.0% 185,375 $17.3M
O'shaughnessy Asset Management, LLC 0.09% Add +11.8% 183,998 $17.2M
Cetera Investment Advisers 0.02% Add +4.7% 181,852 $17.0M
Catalyst Funds Management Pty Ltd 2.77% Reduce -41.9% 175,307 $16.4M
SCS Capital Management LLC 0.17% Add +5925.3% 170,697 $16.3M
Scotia Capital Inc. 0.07% Add +90.7% 172,289 $16.1M
New York State Common Retirement Fund 0.02% Reduce -5.0% 170,402 $15.9M
Bell Bank 0.59% Reduce -12.0% 149,635 $14.0M
Capital Wealth Planning, LLC 0.07% Add +19.5% 145,308 $13.6M
Greenline Partners, LLC 1.45% Add +0.2% 144,834 $13.5M
Oppenheimer Asset Management Inc. 0.15% Add +23.0% 140,494 $13.1M
Cohen & Steers, Inc. 0.02% Add +0.4% 137,879 $12.9M
Bank of New York Mellon Corp 0.00% Add +1.5% 137,651 $12.8M
Foresight Global Investors, Inc. 8.09% Reduce -18.5% 133,534 $12.5M
QSM Asset Management Ltd 6.08% Reduce -41.5% 135,057 $12.4M
Commonwealth Equity Services, LLC 0.02% Reduce -34.3% 129,867 $12.1M
Kapitalo Investimentos Ltda 2.24% No change 127,754 $11.9M
AQR Capital Management 0.01% Add +135.7% 127,144 $11.9M
Sanctuary Advisors, LLC 0.06% Add +12.8% 126,914 $11.8M
Segment Wealth Management, LLC 0.68% New 124,387 $11.6M
Rockefeller Capital Management L.P. 0.02% Reduce -7.6% 120,952 $11.3M
Cidel Asset Management Inc. 0.61% Reduce -0.2% 120,181 $11.2M
Old West Investment Management, LLC 1.20% Add +735.9% 118,777 $11.1M
Moran Wealth Management, LLC 0.34% Add +8.2% 117,834 $11.0M
Cambridge Investment Research Advisors, Inc. 0.03% Add +23.8% 114,611 $10.7M
Bridgewater Associates 0.05% Add +1107.3% 114,239 $10.7M
D.A. Davidson & Co. 0.06% Reduce -8.1% 114,094 $10.6M
Marshall Wace, LLP 0.01% Add +393.5% 114,028 $10.6M
SummitTX Capital, L.P. 0.34% Add +207.9% 113,025 $10.5M
US Bancorp \de 0.01% Add +12.7% 112,087 $10.5M
Naples Global Advisors, LLC 0.75% Add +0.4% 107,405 $10.3M
Mariner, LLC 0.01% Add +10.2% 109,423 $10.2M
XTX Topco Ltd 0.18% New 108,434 $10.1M
Saturna Capital Corp. 0.14% Add +0.8% 107,264 $10.0M
Deltroit Asset Management (UK) LLP 1.73% New 107,000 $10.0M
Salem Investment Counselors Inc. 0.29% Add +5.7% 105,137 $9.8M
LMR Partners LLP 0.12% New 105,000 $9.8M
Allspring Global Investments Holdings, LLC 0.02% Reduce -7.1% 101,512 $9.6M
Bragg Financial Advisors, Inc 0.30% Add +0.0% 102,605 $9.6M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -8.3% 97,847 $9.2M
Tidal Investments LLC 0.03% Reduce -5.3% 98,339 $9.2M
Forbes J M & Co. LLP 0.77% Add +1.2% 98,121 $9.2M
HighTower Advisors, LLC 0.01% Add +56.6% 97,057 $9.1M
Soltis Investment Advisors LLC 0.59% Reduce -35.9% 96,833 $9.0M
Tower Research Capital LLC (TRC) 0.23% Add +6.0% 95,298 $8.9M
QRG Capital Management, Inc. 0.09% Add +17.3% 94,934 $8.9M
Addenda Capital Inc. 0.25% No change 91,600 $8.8M
Squarepoint Ops LLC 0.02% New 92,974 $8.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +245.2% 92,839 $8.7M
Deeter Investments LLP 1.51% New 92,115 $8.6M
Orion Porfolio Solutions, LLC 0.07% Add +53.2% 90,821 $8.5M
Cwm, LLC 0.02% Add +1.7% 89,928 $8.4M
Janney Montgomery Scott LLC 0.02% Reduce -26.1% 81,935 $7.6M
Canal Insurance CO 1.60% Reduce -38.5% 80,000 $7.5M
Crossmark Global Holdings, Inc. 0.11% Reduce -10.8% 79,285 $7.4M
Cerity Partners LLC 0.01% Add +13.9% 78,883 $7.4M
NewEdge Advisors, LLC 0.03% Reduce -27.4% 78,842 $7.4M
Employees Retirement System of Texas 0.08% New 78,262 $7.3M
Truist Financial Corp. 0.01% Add +10.6% 75,392 $7.0M
FORA Capital, LLC 0.51% New 74,614 $7.0M
MML Investors Services, LLC 0.02% Add +47.9% 73,820 $6.9M
TLS Advisors LLC 16.29% No change 73,592 $6.9M
Assetmark, Inc. 0.01% Add +4.3% 73,385 $6.8M
Amundi 0.00% Add +1.3% 72,843 $6.8M
Goelzer Investment Management, Inc. 0.33% Reduce -0.6% 72,811 $6.8M
Oxbow Advisors, LLC 0.58% Add +5.5% 71,732 $6.7M
TD Waterhouse Canada Inc. 0.02% Add +89.5% 70,257 $6.6M
Gilman Hill Asset Management, LLC 1.00% Reduce -4.0% 71,018 $6.6M
Cibc World Market Inc. 0.01% Reduce -19.4% 69,980 $6.5M
Moors & Cabot, Inc. 0.28% Reduce -2.7% 69,613 $6.5M
Stephens Inc. 0.08% Add +5.0% 68,593 $6.4M
M&T Bank Corp 0.02% Reduce -2.0% 68,046 $6.3M
Man Group plc 0.01% New 67,862 $6.3M
Russell Investments Group, Ltd. 0.01% Add +10.0% 67,746 $6.3M
Blume Capital Management, Inc. 1.07% Reduce -0.5% 67,675 $6.3M
Brooklyn Investment Group 0.19% Add +31.8% 64,977 $6.1M
Montag A & Associates Inc. 0.28% Reduce -0.8% 62,935 $6.0M
Advisors Asset Management, Inc. 0.10% Reduce -11.3% 63,516 $5.9M
Atria Investments, Inc 0.07% Add +11.8% 62,680 $5.8M
Capital Investment Advisors, LLC 0.08% Reduce -5.4% 61,210 $5.7M
Uncommon Cents Investing LLC 1.32% Add +1.0% 61,180 $5.7M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +89.5% 61,055 $5.7M
&partners 0.03% Add +11.0% 61,116 $5.7M
Himension Capital (singapore) Pte. LTD. 0.43% Reduce -30.8% 60,128 $5.6M
LMCG Investments, LLC 0.32% Add +12.1% 57,620 $5.4M
Federation des caisses Desjardins du Quebec 0.02% Reduce -12.8% 57,581 $5.4M
Callan Family Office, LLC 0.12% Add +4.7% 57,515 $5.4M
Manufacturers Life Insurance Company, The 0.00% Add +34.6% 57,478 $5.4M
Boston Partners 0.01% Add +2.5% 57,253 $5.4M
Modera Wealth Management, LLC 0.06% Reduce -5.4% 57,086 $5.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.6% 56,234 $5.2M
Northwest Bancshares, Inc. 1.04% Reduce -7.7% 55,974 $5.2M
PNC Financial Services Group, Inc. 0.00% Add +4.3% 55,776 $5.2M
Farallon Capital Management, L.L.C. 0.03% New 53,800 $5.0M
Morgan Dempsey Capital Management LLC 2.27% Reduce -2.2% 51,908 $5.0M
D. E. Shaw & Co. 0.00% Add +278.3% 52,993 $4.9M
Advocate Group LLC 0.77% Reduce -3.0% 52,843 $4.9M
Leuthold Group, LLC 0.52% Add +2.7% 52,263 $4.9M
DJE Kapital AG 0.11% New 54,828 $4.9M
Susquehanna International Group, LLP 0.01% Reduce -75.1% 51,938 $4.8M
Brasada Capital Management, LP 0.87% New 50,150 $4.7M
DRW Securities, LLC 0.26% Add +4.8% 50,305 $4.7M
Pinnacle Associates Ltd. 0.06% Add +13.1% 49,913 $4.7M
Lido Advisors, LLC 0.02% Add +4.7% 48,268 $4.6M
SPX Gestao de Recursos Ltda 0.38% Reduce -89.6% 48,650 $4.5M
NewEdge Wealth, LLC 0.05% Add +1.1% 48,249 $4.5M
Stelac Advisory Services LLC 0.90% New 48,382 $4.5M
EagleClaw Capital Managment, LLC 0.62% Reduce -0.5% 47,555 $4.4M
Mercer Global Advisors Inc. 0.01% Add +11.2% 47,461 $4.4M
Keybank National Association 0.02% Add +30.1% 46,873 $4.4M
Cinctive Capital Management LP 0.29% New 46,758 $4.4M
Ssa Swiss Advisors AG 2.01% No change 48,382 $4.3M
MH & Associates Securities Management Corp. 3.75% Reduce -0.0% 46,063 $4.3M
TrueMark Investments, LLC 0.84% Add +14.0% 46,041 $4.3M
Opal Capital LLC 0.76% Add +14.0% 46,041 $4.3M
Amanah Holdings Trust 0.46% No change 45,000 $4.2M
DAVENPORT & Co LLC 0.02% Add +0.3% 44,207 $4.1M
Verdence Capital Advisors LLC 0.24% Reduce -1.0% 43,904 $4.1M
Capital Fund Management S.A. 0.04% Reduce -88.5% 43,848 $4.1M
Hantz Financial Services, Inc. 0.06% Add +14.8% 42,717 $4.0M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -11.1% 42,407 $4.0M
Hamilton Point Investment Advisors, LLC 0.61% Reduce -0.2% 41,167 $3.9M
Q3 Asset Management 0.94% New 41,625 $3.9M
Vident Advisory, LLC 0.03% Add +17.0% 40,528 $3.8M
K.J. Harrison & Partners Inc 0.62% Reduce -2.4% 40,250 $3.8M
Alphadyne Asset Management LP 0.49% No change 40,000 $3.7M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -0.2% 39,971 $3.7M
Y-Intercept (Hong Kong) Ltd 0.07% Add +275.6% 39,832 $3.7M
Advisory Services Network, LLC 0.05% Reduce -0.4% 39,061 $3.6M
SBI Securities Co., Ltd. 0.10% Reduce -0.4% 38,630 $3.6M
Corient Private Wealth LP 0.01% Add +1.6% 38,538 $3.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -25.4% 38,173 $3.6M
Amova Asset Management Americas, Inc. 0.05% Reduce -25.4% 38,173 $3.6M
Limestone Investment Advisors LP 1.74% No change 37,814 $3.5M
Kestra Advisory Services, LLC 0.01% Add +0.1% 37,250 $3.5M
Horizon Investments, LLC 0.04% Add +105.3% 37,109 $3.5M
Royal Fund Management, LLC 0.33% Add +108.7% 37,043 $3.5M
Manske Wealth Management 0.96% Add +0.8% 36,625 $3.4M
Fifth Third Bancorp 0.01% Reduce -3.0% 36,266 $3.4M
LSV Asset Management 0.01% No change 36,146 $3.4M
Guggenheim Capital LLC 0.03% Add +2.6% 35,843 $3.3M
Community Bank & Trust, Waco, Texas 0.66% Add +11.9% 35,827 $3.3M
Waverly Advisors, LLC 0.02% Add +3.0% 35,449 $3.3M
Synergy Asset Management, LLC 0.35% Reduce -46.1% 35,351 $3.3M
Acadian Asset Management LLC 0.00% Add +174.8% 34,931 $3.3M
LGT Group Foundation 0.04% Add +3.1% 34,623 $3.2M
Private Advisor Group, LLC 0.02% Reduce -22.2% 34,603 $3.2M
Trust Investment Advisors 1.87% Reduce -9.4% 34,259 $3.2M
Integrated Wealth Concepts LLC 0.03% Add +244.7% 33,884 $3.2M
Captrust Financial Advisors 0.01% Reduce -17.3% 33,318 $3.1M
Oppenheimer & Co. Inc. 0.04% Reduce -13.4% 32,311 $3.0M
Euro Pacific Asset Management, LLC 0.30% Add +3.0% 49,203 $3.0M
Credit Agricole S A 0.01% Add +62.0% 31,887 $3.0M
BTC Capital Management, Inc. 0.19% Reduce -10.0% 30,796 $2.9M
Old Port Advisors 0.66% Add +2.3% 30,738 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -4.0% 30,785 $2.9M
Sit Investment Associates Inc. 0.06% No change 30,550 $2.9M
Commerce Bank 0.01% Add +373.7% 30,212 $2.8M
Quantitative Investment Management, LLC 0.29% New 30,216 $2.8M
Neville Rodie & Shaw Inc. 0.20% No change 30,200 $2.8M
Central Valley Advisors, LLC 0.77% Add +7.8% 30,112 $2.8M
Campbell & CO Investment Adviser LLC 0.16% Add +16.2% 29,984 $2.8M
Ritholtz Wealth Management 0.05% Add +14.9% 29,720 $2.8M
Regions Financial Corp. 0.02% Add +3.3% 29,244 $2.7M
Focus Partners Wealth 0.00% Add +7.1% 28,901 $2.7M
Choreo, LLC 0.03% Add +2.4% 28,112 $2.7M
Jeppson Wealth Management, LLC 0.84% Reduce -1.8% 28,821 $2.7M
Seascape Capital Management 0.77% New 28,569 $2.7M
Pinnacle Financial Partners, Inc. 0.02% Add +0.5% 28,535 $2.7M
Lockheed Martin Investment Management Co. 0.10% Reduce -10.6% 28,290 $2.6M
Laird Norton Wetherby Trust Company, LLC 0.06% Add +1.0% 27,335 $2.6M
Recurrent Investment Advisors LLC 0.15% Add +4.6% 27,247 $2.5M
Stock Yards Bank & Trust Co. 0.08% Reduce -5.4% 27,053 $2.5M
Walleye Capital LLC 0.02% Reduce -75.3% 26,919 $2.5M
Columbus Macro, LLC 0.26% Reduce -3.2% 26,562 $2.5M
Strategic Global Advisors, LLC 0.40% Reduce -21.7% 26,540 $2.5M
Schroder Investment Management Group 0.00% Reduce -7.2% 27,450 $2.4M
Allen Wealth Management, LLC 1.22% Reduce -8.4% 26,036 $2.4M
Banco Santander, S.A. 0.02% Add +9.3% 25,702 $2.4M
Prospera Financial Services Inc 0.04% Add +63.2% 25,585 $2.4M
Dixon Mitchell Investment Counsel Inc. 0.08% New 25,400 $2.4M
Family Legacy, Inc. 0.71% Add +1.9% 25,380 $2.4M
Ieq Capital, LLC 0.01% Add +26.2% 25,352 $2.4M
Pathstone Holdings, LLC 0.01% Add +8.3% 25,216 $2.4M
Live Oak Investment Partners 1.38% Add +10.0% 24,973 $2.3M
Sequoia Financial Advisors, LLC 0.01% Add +15.5% 24,856 $2.3M
Parallax Volatility Advisers, L.P. 0.13% New 23,674 $2.3M
Sharpepoint LLC 1.37% Reduce -5.8% 24,628 $2.3M
Evergreen Capital Management LLC 0.05% Add +0.9% 23,689 $2.3M
Crescent Grove Advisors, LLC 0.22% Add +316.7% 23,866 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +401.2% 24,039 $2.2M
Parr McKnight Wealth Management Group, LLC 0.29% Reduce -8.9% 24,004 $2.2M
Aviso Financial Inc. 0.08% Add +14.6% 23,970 $2.2M
Park Avenue Securities LLC 0.02% New 23,695 $2.2M
Arkadios Wealth Advisors 0.04% Reduce -2.0% 23,565 $2.2M
RFG Advisory, LLC 0.04% Add +12.9% 23,559 $2.2M
Dana Investment Advisors, Inc. 0.06% Add +0.1% 23,032 $2.1M
Steward Partners Investment Advisory, LLC 0.01% Add +27.9% 22,858 $2.1M
Abbington Investment Group 1.24% Reduce -2.6% 22,840 $2.1M
Signaturefd, LLC 0.03% Add +3.7% 22,202 $2.1M
Blair William & Co. 0.01% Reduce -7.8% 22,132 $2.1M
Quadrant Capital Group LLC 0.06% Add +2.8% 22,130 $2.1M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -30.6% 22,094 $2.1M
Naviter Wealth, LLC 0.26% Add +4.1% 21,358 $2.0M
Compound Planning, Inc. 0.06% Add +14.3% 21,797 $2.0M
Barometer Capital Management Inc. 0.69% New 21,600 $2.0M
Castellan Group 0.28% No change 21,548 $2.0M
Transmarket Holdings LP 1.06% Reduce -51.3% 21,332 $2.0M
Ellsworth Advisors, LLC 0.37% Add +5.8% 21,275 $2.0M
NLB Skladi, upravljanje premozenja, d.o.o. 0.09% Add +15.6% 21,078 $2.0M
Bank Pictet & Cie (Europe) AG 0.04% Reduce -0.5% 21,035 $2.0M
Eagle Global Advisors LLC 0.07% No change 20,300 $1.9M
Americana Partners, LLC 0.05% Add +24.6% 20,077 $1.9M
Vise Technologies, Inc. 0.04% No change 23,358 $1.9M
Davis Capital Management 1.26% Reduce -4.9% 20,000 $1.9M
Shrier Wealth Management, LLC 0.68% Add +22.7% 19,625 $1.8M
Victory Capital Management Inc. 0.00% No change 19,475 $1.8M
Independent Advisor Alliance 0.02% Reduce -31.2% 19,447 $1.8M
Millennium Management 0.00% Reduce -90.5% 19,353 $1.8M
Bollard Group LLC 0.05% Reduce -1.7% 19,257 $1.8M
Jain Global LLC 0.02% Reduce -34.9% 19,159 $1.8M
LFG Wealth Partners, LLC 1.06% Reduce -38.7% 18,837 $1.8M
Courier Capital LLC 0.10% Reduce -2.5% 18,614 $1.7M
Eagle Bluffs Wealth Management LLC 0.67% Add +2.1% 17,819 $1.7M
Evelyn Partners Asset Management Ltd 0.42% Add +5.8% 18,201 $1.7M
Kestra Private Wealth Services, LLC 0.02% Add +47.0% 18,122 $1.7M
Philip James Wealth Mangement, LLC 0.21% Reduce -8.6% 18,096 $1.7M
Vectors Research Management, LLC 0.48% Reduce -1.8% 17,581 $1.6M
Perigon Wealth Management, LLC 0.03% Add +6.4% 17,468 $1.6M
Farther Finance Advisors, LLC 0.02% Add +64.5% 16,873 $1.6M
Fourpath Capital Management, LLC 0.23% Add +0.1% 17,115 $1.6M
Founders Financial Securities LLC 0.09% Add +12.7% 16,413 $1.6M
Fca Corp. 0.45% Add +2.8% 17,072 $1.6M
Elevation Point Wealth Partners, LLC 0.04% Add +222.0% 16,865 $1.6M
Greenleaf Trust 0.02% Add +0.3% 17,021 $1.6M
VPR Management LLC 0.63% No change 17,000 $1.6M
Sigma Planning Corp 0.04% Add +538.0% 16,831 $1.6M
Violich Capital Management, Inc. 0.18% No change 16,400 $1.5M
Horizon Kinetics Asset Management LLC 0.02% Reduce -0.1% 16,296 $1.5M
LGT Fund Management Co Ltd. 0.07% No change 16,174 $1.5M
Beacon Pointe Advisors, LLC 0.01% Add +243.8% 16,167 $1.5M
Cadence Wealth Management LLC 0.63% Add +6.6% 16,159 $1.5M
Qtron Investments LLC 0.20% No change 16,149 $1.5M
Rhumbline Advisers 0.00% Reduce -2.7% 16,036 $1.5M
Sterling Investment Management, LLC 0.89% Reduce -2.2% 15,969 $1.5M
Chesapeake Capital Corp. 1.06% Add +7.3% 15,827 $1.5M
Blue Trust, Inc. 0.02% Reduce -4.0% 15,601 $1.5M
Bramshill Investments, LLC 0.13% Add +43.5% 15,556 $1.5M
Snowden Capital Advisors LLC 0.04% Add +2.7% 15,105 $1.4M
Argent Trust Co 0.05% No change 15,250 $1.4M
O'Brien Greene & Co. Inc 0.40% Add +9.0% 15,120 $1.4M
Artemis Investment Management LLP 0.01% Add +215.9% 15,055 $1.4M
Steadtrust LLC 0.79% No change 15,020 $1.4M
Wealth Management Partners, LLC 0.40% Reduce -12.7% 15,004 $1.4M
IFP Advisors, Inc 0.03% Add +2174.8% 14,968 $1.4M
Disciplined Investors, L.L.C. 0.83% Add +8.4% 14,864 $1.4M
FCG Investment Co 0.60% — 14,624 $1.4M
Marks Group Wealth Management, Inc 0.13% Add +298.4% 14,558 $1.4M
Mitchell & Pahl Private Wealth, LLC 0.54% Add +0.2% 14,240 $1.3M
Jackson Hole Capital Partners, LLC 0.22% No change 14,170 $1.3M
DGS Capital Management, LLC 0.22% Add +5.9% 14,071 $1.3M
Peapack Gladstone Financial Corp. 0.02% Reduce -1.7% 14,072 $1.3M
World Investment Advisors 0.02% Reduce -7.2% 13,994 $1.3M
Gotham Asset Management 0.00% Reduce -0.4% 13,960 $1.3M
Old Mission Capital LLC 0.03% Reduce -88.3% 13,939 $1.3M
Equitable Holdings, Inc. 0.01% Add +0.7% 15,996 $1.3M
Leisure Capital Management 0.45% Reduce -5.9% 13,799 $1.3M
Cloverfields Capital Group, LP 0.42% Add +27.8% 13,783 $1.3M
Kovack Advisors, Inc. 0.07% Add +35.5% 13,534 $1.3M
Berkeley Capital Partners, LLC 0.29% Reduce -2.5% 13,593 $1.3M
Te Ahumairangi Investment Management Ltd 0.21% Reduce -11.2% 13,422 $1.3M
Aaron Wealth Advisors LLC 0.07% Add +38.5% 13,238 $1.2M
Flow Traders U.S. LLC 0.04% Reduce -42.4% 13,224 $1.2M
Westbourne Investments, Inc. 0.59% Add +84.8% 13,210 $1.2M
Frank, Rimerman Advisors LLC 0.08% Reduce -1.0% 12,934 $1.2M
Compass Wealth Management LLC 0.30% No change 12,880 $1.2M
AssuredPartners Investment Advisors, LLC 0.13% Reduce -24.2% 12,760 $1.2M
Independent Financial Group, LLC 0.03% Add +112.3% 12,725 $1.2M
Cumberland Partners Ltd 0.09% New 12,700 $1.2M
ExodusPoint Capital Management, LP 0.01% New 12,588 $1.2M
Bailard, Inc. 0.03% Add +2.0% 12,549 $1.2M
Sterling Capital Management LLC 0.02% Add +17.3% 12,422 $1.2M
OpenArc Corporate Advisory, LLC 0.02% Add +15.0% 12,275 $1.1M
Columbia Asset Management 0.22% Add +21.4% 12,245 $1.1M
First City Capital Management, Inc. 0.60% No change 12,160 $1.1M
Curi Capital, LLC 0.02% Reduce -55.8% 12,158 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -15.4% 12,148 $1.1M
Aegis Wealth Management LLC 0.64% No change 12,000 $1.1M
Sowell Financial Services LLC 0.04% Reduce -5.4% 11,980 $1.1M
WealthTrust Axiom LLC 0.27% Add +0.1% 11,938 $1.1M
Philadelphia Trust Co. 0.08% Add +67.3% 11,905 $1.1M
Sacks & Associates, LLC 0.82% Reduce -0.9% 11,883 $1.1M
Yousif Capital Management, LLC 0.01% No change 11,819 $1.1M
Wedbush Securities Inc. 0.03% Reduce -2.6% 11,797 $1.1M
DV Trading LLC 0.10% Add +323.0% 11,738 $1.1M
Legacy Bridge, LLC 0.42% No change 11,680 $1.1M
Insigneo Advisory Services, LLC 0.08% Add +20.6% 11,596 $1.1M
Stratos Wealth Partners, LTD. 0.01% Add +3.2% 11,450 $1.1M
Jump Financial, LLC 0.02% New 11,437 $1.1M
Florida Trust Wealth Management Co 0.03% Add +5.9% 11,289 $1.1M
Havemeyer Place LP 0.12% New 11,143 $1.0M
Louisbourg Investments Inc. 0.20% Add +14.5% 11,080 $1.0M
IVC Wealth Advisors LLC 0.45% Add +0.8% 11,055 $1.0M
OneAscent Investment Solutions LLC 1.03% Reduce -20.2% 11,027 $1.0M
Net Worth Advisory Group 0.21% Reduce -3.7% 11,007 $1.0M
Raelipskie Partnership 0.43% Reduce -4.3% 10,952 $1.0M
American Capital Advisory, LLC 0.41% Reduce -19.4% 10,876 $1.0M
Harbour Investments, Inc. 0.02% Add +187.3% 10,657 $994K
180 Wealth Advisors, LLC 0.11% Add +0.2% 10,569 $986K
Gemmer Asset Management LLC 0.08% New 10,539 $983K
Smartleaf Asset Management LLC 0.04% Add +7.5% 11,020 $979K
Accordant Advisory Group Inc 0.61% Add +0.5% 10,473 $977K
Summit Trail Advisors, LLC 0.01% New 10,423 $972K
Cozad Asset Management Inc. 0.08% Reduce -2.9% 10,353 $966K
Bluefin Capital Management, LLC 1.12% New 10,300 $961K
Westover Capital Advisors, LLC 0.18% Add +221.9% 10,300 $961K
OneDigital Investment Advisors LLC 0.01% Add +64.2% 10,292 $960K
Checchi Capital Advisers, LLC 0.07% Add +2.0% 10,187 $950K
Belpointe Asset Management LLC 0.03% Reduce -46.3% 10,178 $950K
Dickmeyer Boyce Financial Management, Inc. 0.56% — 10,155 $947K
Benjamin Edwards Inc. 0.01% Add +279.5% 10,071 $940K
Empowered Funds, LLC 0.01% New 10,037 $936K
Mutual Advisors, LLC 0.02% Add +21.8% 10,033 $936K
Ar Asset Management Inc. 0.18% No change 10,000 $933K
Prime Capital Investment Advisors, LLC 0.01% Add +0.2% 9,989 $932K
Abel Hall, LLC 0.20% Reduce -28.8% 9,957 $929K
Burford Brothers, Inc. 0.38% Reduce -29.0% 9,917 $925K
Jaffetilchin Investment Partners, LLC 0.06% Add +72.8% 9,913 $925K
Oakum Bay Capital LLC 0.49% Reduce -27.3% 9,850 $919K
Venture Visionary Partners LLC 0.03% Reduce -21.1% 9,768 $911K
Mgo One Seven LLC 0.02% Add +16.2% 9,665 $902K
Profund Advisors LLC 0.03% Reduce -13.5% 9,663 $901K
Auto-Owners Insurance Co 0.02% No change 9,600 $896K
Savant Capital, LLC 0.00% Add +21.4% 9,570 $893K
Headinvest, LLC 0.18% No change 9,500 $886K
Huntington National Bank 0.01% Add +273.8% 9,472 $884K
TCTC Holdings, LLC 0.03% No change 9,422 $879K
BKM Wealth Management, LLC 0.32% New 9,350 $872K
Redwood Wealth Management Group, LLC 0.38% Reduce -6.5% 9,326 $870K
Versant Capital Management, Inc 0.09% Add +24.6% 9,274 $865K
Argonautica Private Wealth Management, Inc. 0.26% Add +5.8% 9,207 $859K
CIBC Asset Management Inc 0.00% Add +1.2% 9,147 $853K
Rathbones Group PLC 0.00% Reduce -36.4% 9,125 $851K
AMG National Trust Bank 0.02% Add +29.4% 8,998 $839K
Juncture Wealth Strategies, LLC 0.28% Reduce -3.3% 8,905 $831K
Summit Securities Group LLC 0.40% Add +242.3% 8,900 $830K
Essex Financial Services, Inc. 0.05% Reduce -6.4% 8,898 $830K
Tred Avon Family Wealth, LLC 0.27% Reduce -14.0% 8,760 $817K
Octavia Wealth Advisors, LLC 0.08% Add +2.2% 8,517 $816K
Brown Advisory Inc. 0.00% Reduce -10.2% 8,680 $810K
Parallel Advisors, LLC 0.01% Add +34.1% 8,612 $803K
Legacy Wealth Asset Management, LLC 0.19% Reduce -0.1% 8,401 $784K
Shelton Capital Management 0.02% No change 8,390 $783K
VectorGlobal IAG, Inc. 0.20% — 8,349 $779K
Kathmere Capital Management, LLC 0.05% Add +18.8% 8,282 $773K
Merit Financial Group, LLC 0.01% Add +6.2% 8,238 $769K
Sagespring Wealth Partners, LLC 0.01% Add +12.9% 8,210 $766K
Fractal Investments LLC 0.09% No change 8,200 $765K
One Wealth Advisors, LLC 0.10% Add +2.0% 8,190 $764K
McAlvany Wealth Management LLC 0.51% Add +5.4% 8,558 $760K
HBK Sorce Advisory LLC 0.02% Add +3.5% 7,131 $751K
RH Tailwind Management, LLC 0.39% New 8,000 $746K
Core Wealth Partners LLC 0.35% No change 8,000 $746K
Fund Advisors of America Inc 0.75% Reduce -0.7% 7,967 $743K
Avidian Wealth Enterprises, LLC 0.02% Reduce -3.1% 7,937 $740K
WNY Asset Management, LLC 0.08% — 7,932 $740K
GoalVest Advisory LLC 0.14% Reduce -1.3% 7,917 $739K
Cordatus Wealth Management LLC 0.17% Add +0.4% 7,809 $728K
X-Square Capital, LLC 0.24% Add +3.9% 7,786 $726K
LaSalle St. Investment Advisors, LLC 0.10% Add +4.9% 7,725 $721K
Mission Wealth Management, LP 0.01% Add +4.9% 7,685 $717K
L & S Advisors Inc 0.09% Reduce -92.1% 7,637 $712K
LongView Wealth Management 0.18% Reduce -3.4% 7,168 $709K
United Capital Financial Advisors, LLC 0.00% Reduce -5.5% 7,567 $706K
Karras Company, Inc. 0.71% Reduce -3.2% 7,547 $704K
Aprio Wealth Management, LLC 0.04% Add +77.8% 7,540 $703K
Henshaw Capital LLC 0.03% No change 7,528 $702K
Compagnie Lombard Odier SCmA 0.01% Reduce -11.8% 7,500 $700K
Rothschild Wealth LLC 0.06% Add +41.0% 7,424 $693K
Concurrent Investment Advisors, LLC 0.01% Reduce -61.3% 7,298 $681K
Coldstream Capital Management Inc. 0.01% Add +54.5% 7,293 $680K
AE Wealth Management LLC 0.00% Reduce -28.1% 7,219 $673K
Bank of Nova Scotia 0.00% Reduce -68.0% 7,197 $671K
TD Private Client Wealth LLC 0.01% Reduce -0.7% 7,183 $670K
Intesa Sanpaolo Wealth Management 0.16% Reduce -10.8% 7,105 $663K
Rossby Financial, LCC 0.14% Add +12.4% 6,971 $661K
Capula Management Ltd 0.01% New 7,020 $655K
CENTRAL TRUST Co 0.01% Add +53.6% 6,994 $655K
HB Wealth Management, LLC 0.00% Add +15.2% 7,005 $654K
Corps Capital Advisors, LLC 0.56% Add +40.0% 6,946 $648K
MAI Capital Management 0.00% Add +67.8% 6,943 $648K
Inspire Advisors, LLC 0.05% Reduce -20.1% 6,921 $646K
Dorsey & Whitney Trust CO LLC 0.04% Add +0.1% 6,917 $645K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -1.6% 6,859 $640K
Diversify Wealth Management, LLC 0.01% New 6,628 $640K
Summitry LLC 0.02% Add +5.4% 6,830 $637K
Norris Financial Group, LLC 0.21% Reduce -76.0% 6,814 $636K
Diversified Management Inc. 0.11% New 6,743 $629K
Lester Murray Antman dba SimplyRich 0.16% Reduce -1.0% 6,721 $627K
Walleye Trading LLC 0.01% Reduce -64.0% 6,711 $626K
Composition Wealth, LLC 0.01% Add +13.1% 6,669 $622K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -49.5% 6,650 $620K
XML Financial, LLC 0.05% No change 6,615 $617K
IHT Wealth Management, LLC 0.01% Add +20.2% 6,573 $613K
Ethic Inc. 0.01% Add +21.4% 6,523 $609K
Cornerstone Wealth Management, LLC 0.03% No change 6,494 $606K
Ameliora Wealth Management Ltd. 0.19% No change 6,480 $605K
Henry James International Management Inc. 0.21% Add +1.1% 6,376 $595K
BankChampaign, National Association 0.59% New 6,364 $594K
Rothschild Investment LLC 0.03% Add +1.6% 6,362 $594K
CIBC Bancorp USA Inc. 0.00% — 5,840 $591K
Tandem Financial, LLC 0.20% Add +35.3% 6,143 $589K
United Community Bank 0.20% Add +3.8% 6,288 $587K
Triangle Securities Wealth Management 0.13% Reduce -0.8% 6,267 $585K
VestGen Advisors, LLC 0.02% New 5,264 $576K
Rehmann Capital Advisory Group 0.03% Add +33.8% 6,144 $575K
Kingsview Wealth Management, LLC 0.01% Add +14.5% 6,157 $574K
Avior Wealth Management, LLC 0.02% Add +5.9% 6,108 $570K
Hunter Associates Investment Management LLC 0.08% Reduce -51.2% 6,100 $569K
Glenmede Trust Co. NA 0.00% Reduce -5.1% 6,055 $565K
Quinn Opportunity Partners LLC 0.03% Reduce -65.0% 6,000 $560K
West Family Investments, Inc. 0.20% Reduce -27.2% 5,983 $558K
May Hill Capital, LLC 0.14% Add +13.1% 5,965 $556K
Anchyra Partners LLC 0.17% Add +7.0% 5,931 $553K
RNC Capital Management LLC 0.02% Add +5.0% 5,905 $551K
Gallacher Capital Management LLC 0.21% Reduce -29.2% 5,900 $550K
Ridge Creek Global, Inc 0.46% No change 5,875 $548K
Trust Point Inc. 0.05% Add +52.5% 5,871 $548K
Ingalls & Snyder LLC 0.02% No change 5,836 $544K
Legacy Edge Advisors, LLC 0.06% Reduce -0.2% 5,813 $542K
Banco BTG Pactual S.A. 0.11% New 5,800 $541K
Baker Ellis Asset Management LLC 0.06% Reduce -32.6% 5,800 $541K
Pure Financial Advisors, LLC 0.01% Add +8.2% 5,784 $540K
American Institute for Advanced Investment Management, LLP 0.35% New 5,765 $538K
Miramontes Capital, LLC 0.19% New 5,764 $538K
Marex Group Ltd 0.01% New 5,758 $537K
Parkside Financial Bank & Trust 0.04% Reduce -0.5% 5,751 $536K
Brown, Lisle/Cummings, Inc. 0.13% No change 5,750 $536K
Cohen Investment Advisors LLC 0.25% Reduce -21.0% 5,724 $534K
Nwam LLC 0.03% Add +8.6% 5,670 $529K
Wealth Alliance, LLC 0.05% New 5,646 $527K
Dorato Capital Management 0.39% Add +1.9% 5,331 $525K
Exchange Traded Concepts, LLC 0.00% Add +50.1% 5,551 $518K
Purkiss Capital Advisors LLC 0.22% Reduce -1.2% 5,480 $511K
Potentia Wealth 0.19% Add +12.3% 5,345 $499K
Bridgewater Advisors Inc. 0.03% Add +7.9% 4,414 $495K
Aspen Wealth Strategies, LLC 0.27% Reduce -5.1% 5,292 $494K
Apollon Wealth Management, LLC 0.01% Add +29.3% 5,185 $484K
Baird Financial Group, Inc. 0.00% Reduce -1.4% 5,147 $480K
CoreCommodity Management, LLC 0.09% Reduce -25.4% 5,142 $480K
EverSource Wealth Advisors, LLC 0.01% Add +43.0% 5,134 $479K
EP Wealth Advisors, LLC 0.00% Reduce -7.5% 5,090 $475K
Comprehensive Money Management Services LLC 0.31% Add +2.0% 5,083 $474K
Vontobel Holding Ltd. 0.00% Reduce -14.4% 5,001 $467K
Kitching Partners, LLC 0.43% New 5,000 $466K
Legal Advantage Investments, Inc. 0.24% Reduce -5.7% 5,000 $466K
Titan Wealth (CI) Ltd 0.20% Reduce -40.8% 5,000 $466K
Portside Wealth Group, LLC 0.06% New 4,971 $464K
Providence First Trust Co 0.16% Add +16.4% 4,957 $462K
Fiduciary Financial Group, LLC 0.06% Reduce -1.2% 4,947 $462K
StoneX Group Inc. 0.02% Reduce -7.8% 4,813 $461K
Parvin Asset Management, LLC 0.34% Add +16.0% 4,905 $458K
Uhlmann Price Securities, LLC 0.03% Add +0.0% 4,912 $456K
Allianz SE 0.01% Reduce -11.6% 4,884 $456K
Autumn Glory Partners, LLC 0.17% No change 4,855 $453K
Summit Global Investments 0.03% Reduce -22.2% 4,787 $447K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -26.8% 4,779 $446K
Principal Securities, Inc. 0.01% Add +46.1% 4,750 $443K
Walker Asset Management, LLC 0.24% No change 4,746 $443K
Frec Markets, Inc. 0.07% Add +19.3% 4,694 $438K
Marathon Capital Management 0.10% Reduce -20.1% 4,657 $434K
KDT Advisors, LLC 0.69% Reduce -24.4% 4,651 $434K
GAMMA Investing LLC 0.02% Add +33.4% 4,640 $433K
Parsons Capital Management Inc. 0.02% No change 4,625 $431K
Syon Capital LLC 0.02% Add +1.8% 4,597 $429K
Ballentine Partners, LLC 0.01% Add +2.3% 4,552 $425K
Kintra Wealth, LLC 0.03% New 4,550 $425K
Leonteq Securities AG 0.03% Reduce -6.3% 4,547 $424K
Gateway Investment Advisers LLC 0.00% New 4,514 $421K
Accurate Wealth Management, LLC 0.05% Reduce -27.9% 4,282 $421K
Freestone Capital Holdings, LLC 0.01% Reduce -34.3% 4,507 $420K
Oppenheimer & Close, LLC 0.26% No change 4,500 $420K
EFG International AG 0.01% Reduce -9.6% 4,472 $417K
Bartlett & Co. Wealth Management LLC 0.01% No change 4,225 $417K
Mesirow Financial Investment Management, Inc. 0.01% Add +16.2% 4,462 $416K
Capital International Investors 0.00% Reduce -99.1% 4,611 $410K
Invesco Ltd. 0.00% Add +57.8% 4,384 $409K
Cary Street Partners Financial LLC 0.01% Add +1.4% 4,375 $408K
Solstein Capital, LLC 0.17% No change 4,368 $407K
Solitude Financial Services 0.12% Reduce -40.6% 4,100 $404K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -7.9% 4,050 $400K
Focus Financial Network, Inc. 0.01% Reduce -18.4% 4,292 $400K
Spire Wealth Management 0.01% Add +1.3% 4,274 $399K
Wealth Quarterback LLC 0.16% Reduce -34.9% 4,255 $397K
Dynasty Wealth Management, LLC 0.00% Reduce -3.4% 4,245 $396K
S Harris Financial Group, LLC 0.36% Add +0.9% 4,233 $395K
Moneco Advisors, LLC 0.03% Add +7.4% 4,202 $392K
SeaCrest Wealth Management, LLC 0.04% New 4,183 $390K
Visionary Wealth Advisors 0.02% Reduce -2.3% 4,182 $390K
Corient IA LP 0.37% No change 4,170 $389K
Marshall & Sterling Wealth Advisors Inc. 0.25% New 4,155 $388K
Sivia Capital Partners, LLC 0.08% Add +44.1% 4,150 $387K
Princeton Capital Management LLC 0.10% Add +3.3% 4,093 $382K
Castle Rock Wealth Management, LLC 0.08% Reduce -1.0% 3,993 $377K
Wealthspire Advisors, LLC 0.00% New 4,035 $376K
Viking Fund Management LLC 0.04% No change 4,000 $373K
Eads & Heald Wealth Management 0.19% Reduce -1.7% 3,997 $373K
Focused Alpha, LLC 0.12% Add +11.4% 3,994 $373K
Sage Rhino Capital LLC 0.07% Add +2.3% 3,991 $372K
Nicholas Hoffman & Company, LLC. 0.01% Add +9.4% 3,955 $369K
State Street Corp. 0.00% No change 3,849 $369K
Knollwood Investment Advisory, LLC 0.04% No change 3,950 $368K
Fiduciary Alliance LLC 0.02% Add +45.5% 3,724 $367K
Agf Management Ltd. 0.00% Add +2.6% 3,900 $364K
LRI Investments, LLC 0.03% No change 3,840 $358K
Arax Advisory Partners 0.01% Reduce -25.5% 3,814 $356K
Bearing Point Capital, LLC 0.06% No change 3,800 $355K
Xcelsior Advisor Partners LLC 0.14% Add +8.6% 3,782 $353K
HFG Advisors, Inc. 0.25% No change 3,749 $350K
Ascent Group, LLC 0.01% Add +11.5% 3,725 $347K
Allworth Financial LP 0.00% Add +6.0% 3,721 $347K
Wright Wealth LLC 0.23% Reduce -1.3% 3,701 $345K
Ticino Wealth 0.12% No change 3,650 $345K
Tripletail Wealth Management, LLC 0.47% Reduce -22.1% 3,628 $343K
Fifth Third Wealth Advisors LLC 0.01% Reduce -15.6% 3,649 $340K
Hilltop Holdings Inc. 0.03% Reduce -21.8% 3,646 $340K
GFS Advisors, LLC 0.02% New 255 $337K
Steph & Co. 0.10% Reduce -10.1% 3,602 $336K
JMN Financial LLC 0.33% Add +13.4% 3,584 $334K
Arista Wealth Management, LLC 0.04% No change 3,577 $334K
Hexagon Capital Partners LLC 0.05% New 3,552 $331K
Monarch Capital Management Inc. 0.08% New 3,437 $326K
Inspire Investing, LLC 0.02% Reduce -16.3% 3,489 $326K
Mayflower Financial Advisors, LLC 0.04% Add +6.0% 3,480 $325K
Lighthouse Investment Partners, LLC 0.01% New 3,454 $322K
Venturi Wealth Management, LLC 0.01% Reduce -37.9% 3,452 $322K
Basecamp Wealth Advisors LLC 0.07% No change 3,429 $320K
Keystone Financial Group 0.02% Reduce -2.3% 3,412 $318K
Bourne Lent Asset Management Inc. 0.12% No change 3,400 $317K
Atlantic Union Bankshares Corp 0.01% Reduce -8.4% 3,397 $317K
Catalyst Investment Management LLC 0.35% New 3,149 $315K
McIlrath & Eck, LLC 0.02% Add +4.6% 3,360 $313K
Sprott Inc. 0.01% Reduce -27.4% 3,347 $312K
Gibbs Wealth Management 0.04% New 3,323 $310K
PFG Investments, LLC 0.01% Reduce -37.5% 3,323 $310K
Hudson Portfolio Management LLC 0.26% Reduce -23.6% 3,285 $306K
Summit Financial, LLC 0.00% Add +0.4% 3,184 $305K
DKM Wealth Management, Inc. 0.22% No change 3,250 $303K
Old National Bancorp 0.01% Add +1.3% 3,249 $303K
Valeo Financial Advisors, LLC 0.01% Reduce -34.4% 3,220 $300K
LVW Advisors, LLC 0.03% New 3,210 $299K
CVA Family Office, LLC 0.03% No change 3,200 $299K
PDS Planning, Inc 0.02% Add +10.1% 3,185 $297K
Bryn Mawr Trust Advisors, LLC 0.01% New 3,170 $296K
Clifford Swan Investment Counsel LLC 0.01% No change 3,150 $294K
Wright Investors Service Inc. 0.09% Reduce -1.2% 3,139 $293K
Journey Strategic Wealth LLC 0.01% New 3,137 $293K
Fortis Capital Advisors, LLC 0.04% Reduce -79.3% 3,115 $291K
Norden Group LLC 0.03% New 3,112 $290K
Summit Financial Wealth Advisors, LLC 0.04% Add +14.2% 3,087 $288K
Sharp Wealth Advisory, LLC 0.14% New 3,044 $284K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +18.1% 3,040 $284K
Prelude Capital Management, LLC 0.02% New 3,000 $280K
Jefferies Financial Group Inc. 0.00% New 3,000 $280K
Fayez Sarofim & Co 0.00% No change 3,000 $280K
Dodge & Cox 0.00% No change 3,000 $280K
Mather Group, Llc. 0.00% Reduce -3.3% 2,959 $276K
Quintet Private Bank (Europe) S.A. 0.02% Add +28.3% 2,950 $275K
Genus Capital Management Inc. 0.03% New 2,949 $275K
Abundance Wealth Counselors 0.04% Add +2.6% 2,929 $273K
William John Sempolinski 0.14% No change 2,901 $271K
one8zero8, LLC 0.06% Reduce -53.2% 2,900 $271K
Personal Cfo Solutions, LLC 0.04% New 2,820 $270K
Samara Investment Management, LLC 0.28% — 2,894 $270K
Asset Allocation Strategies LLC 0.05% Reduce -1.9% 2,893 $270K
Clearwave Capital, LLC 0.18% No change 2,883 $269K
Savvy Advisors, Inc. 0.01% New 2,879 $269K
Main Street Financial Solutions, LLC 0.02% Reduce -9.3% 2,875 $268K
Everest Financial Group LLC 0.04% New 2,865 $267K
Gateway Wealth Partners, LLC 0.01% New 2,855 $266K
Forum Finance Group S.A. 0.14% — 3,500 $264K
Wedmont Private Capital 0.01% Reduce -29.1% 2,680 $264K
Thrive Wealth Management, LLC 0.04% Reduce -21.4% 2,769 $258K
Keudell/Morrison Wealth Management 0.05% New 2,750 $257K
Aspire Capital Advisors LLC 0.06% New 2,718 $254K
Quilter Plc 0.00% New 2,709 $253K
Hudock, Inc. 0.04% Add +8.1% 2,703 $252K
National Philanthropic Trust 0.00% No change 2,700 $252K
Ariadne Wealth Management, LP 0.11% No change 2,609 $250K
Allium Financial Advisors, LLC 0.20% No change 2,659 $248K
Monument Capital Management 0.06% New 2,636 $246K
Moody National Bank Trust Division 0.02% Reduce -7.0% 2,625 $245K
Calydon Capital 0.04% No change 2,623 $245K
Hohimer Wealth Management, LLC 0.03% Add +0.1% 2,612 $244K
MKT Advisors LLC 0.08% Reduce -47.0% 2,565 $243K
Cherokee Insurance Co 0.09% No change 2,600 $243K
Plan A Wealth LLC 0.12% Reduce -11.1% 2,598 $242K
Silvercrest Asset Management Group LLC 0.00% Reduce -7.2% 2,596 $242K
Sterling Investment Advisors, Ltd. 0.04% Add +2.4% 2,593 $242K
Fiduciary Group, LLC 0.02% No change 2,570 $240K
OneAscent Family Office, LLC 0.17% No change 2,557 $239K
Peregrine Asset Advisers, Inc. 0.06% No change 2,555 $238K
Barry Investment Advisors, LLC 0.05% No change 2,551 $238K
Accredited Investors Inc. 0.01% Add +0.4% 2,541 $237K
Mraz, Amerine & Associates, Inc. 0.03% No change 2,531 $236K
AlphaCore Capital LLC 0.01% Reduce -53.4% 2,440 $234K
Brighton Jones LLC 0.01% New 2,503 $233K
Bedel Financial Consulting, Inc. 0.03% New 2,498 $233K
Optivise Advisory Services LLC 0.14% New 2,476 $231K
Fiduciary Trust Co 0.00% New 2,447 $228K
First National Bank of Omaha 0.01% New 2,547 $226K
Sunbelt Securities, Inc. 0.01% No change 2,424 $226K
Simmons Bank 0.02% New 2,419 $226K
Sovran Advisors, LLC 0.02% New 2,243 $225K
Texas Yale Capital Corp. 0.01% New 2,410 $225K
Ramsay, Stattman, Vela & Price, Inc. 0.04% New 2,405 $224K
Tompkins Financial Corp. 0.02% No change 2,400 $224K
Union Bancaire Privee, UBP SA 0.00% Add +34.8% 2,898 $223K
RMR Wealth Builders 0.02% New 2,385 $222K
55 North Private Wealth, LLC 0.06% New 2,383 $222K
Riversedge Advisors, LLC 0.04% New 2,369 $221K
Aspen Wealth Management LLC 0.04% New 2,368 $221K
Holderness Investments Co. 0.04% New 2,366 $221K
Outlook Wealth Advisors, LLC 0.05% New 2,365 $221K
L. Roy Papp & Associates, LLP 0.03% Reduce -7.7% 2,355 $220K
Nations Financial Group Inc, /Ia/ 0.01% New 2,345 $219K
Icon Wealth Advisors, LLC 0.01% New 2,265 $219K
Holland Advisory Services, Inc. 0.29% New 2,309 $215K
Old North State Trust, LLC 0.13% New 2,303 $215K
Keebeck Wealth Management 0.02% New 2,303 $215K
Anchor Investment Management, LLC 0.02% Reduce -2.1% 2,301 $215K
Montz Harcus Wealth Management LLC 0.09% New 2,300 $215K
Vista Investment Partners LLC 0.06% New 2,289 $214K
Burney Co./ 0.01% Reduce -11.5% 2,284 $213K
Riverbridge Partners LLC 0.01% New 2,284 $213K
Viewpoint Investment Partners Corp. 0.10% Reduce -22.5% 3,100 $212K
Cresset Asset Management, LLC 0.00% New 2,233 $211K
Stonekeep Investments, LLC 0.14% New 2,253 $210K
Nano Cap New Millennium Growth Fund L P 0.20% Reduce -55.0% 2,250 $210K
Left Brain Wealth Management, LLC 0.08% New 2,249 $210K
Smith Thornton Advisors LLC 0.11% New 2,245 $209K
Encompass More Asset Management 0.04% New 2,242 $209K
Fort Washington Investment Advisors Inc. 0.00% Reduce -52.4% 2,238 $209K
Eagle Strategies LLC 0.02% Reduce -39.9% 2,235 $208K
Xxi Wealth, LLC 0.12% New 2,232 $208K
Capital Analysts, LLC 0.01% Reduce -13.5% 2,215 $207K
Focus Partners Advisor Solutions, LLC 0.00% New 2,210 $206K
NorthRock Partners, LLC 0.00% New 2,204 $206K
Colonial Trust Co / SC 0.03% No change 2,195 $205K
Corecam Pte. Ltd. 0.09% New 2,180 $203K
Kohmann Bosshard Financial Services, LLC 0.02% No change 2,177 $203K
Larson Financial Group LLC 0.01% Add +202.4% 2,047 $191K
Tiemann Investment Advisors, LLC 0.07% New 2,000 $187K
Acropolis Investment Management, LLC 0.01% New 1,998 $186K
Dunhill Financial, LLC 0.04% Add +0.7% 1,934 $180K
Private Trust Co. NA 0.02% No change 1,913 $178K
Hilltop National Bank 0.04% Add +6.0% 1,802 $168K
Axiom Investment Management LLC 0.13% — 1,800 $168K
Strategic Investment Advisors / MI 0.01% New 1,776 $166K
Transamerica Financial Advisors, LLC 0.01% Add +215.7% 1,645 $156K
Bruce G. Allen Investments, LLC 0.10% Reduce -1.7% 1,662 $155K
Nemes Rush Group LLC 0.01% Add +1.7% 1,651 $154K
Wilmington Savings Fund Society, FSB 0.00% No change 1,650 $154K
S.A. Mason LLC 0.06% No change 1,626 $152K
Aventura Private Wealth, LLC 0.05% No change 1,601 $149K
Basepoint Wealth LLC 0.08% Add +0.1% 1,576 $147K
State of Wyoming 0.02% Reduce -6.0% 1,558 $145K
Adirondack Trust Co. 0.05% No change 1,500 $140K
Glen Eagle Advisors, LLC 0.02% Add +222.6% 1,458 $136K
Armstrong Advisory Group, Inc. 0.01% Add +5.7% 1,387 $129K
HHM Wealth Advisors, LLC 0.01% Add +42.1% 1,349 $126K
Westend Capital Management, LLC 0.04% Reduce -15.8% 1,343 $125K
Anfield Capital Management, LLC 0.03% New 1,321 $123K
Chilton Capital Management LLC 0.00% No change 1,297 $121K
Rosenberg Matthew Hamilton 0.02% No change 1,272 $119K
Brown Brothers Harriman & Co. 0.00% No change 1,239 $116K
Nisa Investment Advisors, LLC 0.00% Add +4.3% 1,185 $113K
Gables Capital Management Inc. 0.05% No change 1,200 $112K
Provenance Wealth Advisors, LLC 0.01% No change 1,200 $112K
Manchester Capital Management LLC 0.02% Reduce -5.5% 1,146 $107K
Owl Creek Wealth Partners LLC 0.04% — 1,117 $104K
Albion Financial Group 0.01% Reduce -7.9% 1,117 $104K
Pin Oak Investment Advisors Inc. 0.07% No change 1,082 $104K
Eastern Bank 0.00% No change 1,106 $103K
UMB Bank, n.a. 0.00% Add +0.1% 1,060 $99K
Innovative Asset Advisors Group, LLC 0.06% — 1,012 $97K
Advocate Investing Services LLC 0.08% No change 1,000 $93K
Salomon & Ludwin, LLC 0.01% Add +106.1% 973 $92K
Grove Bank & Trust 0.01% Reduce -0.3% 970 $90K
Ballast Advisors LLC 0.03% New 966 $90K
First Horizon Corp. 0.00% Reduce -1.2% 965 $90K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +13.4% 928 $87K
Sound Income Strategies, LLC 0.00% Reduce -4.2% 893 $85K
Wealth Preservation Advisors, LLC 0.07% No change 905 $84K
BNP Paribas 0.00% No change 900 $84K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +19.8% 897 $84K
Banque Transatlantique SA 0.00% No change 865 $82K
WealthCollab, LLC 0.03% No change 873 $81K
Cary Street Partners Investment Advisory LLC 0.02% Add +8.6% 838 $78K
Resources Management Corp. /CT/ 0.01% No change 800 $75K
Legend Capital Advisors LLC 0.05% New 775 $72K
MTM Investment Management, LLC 0.02% No change 754 $70K
Lanark Financial, Inc. 0.01% Reduce -14.2% 753 $70K
Triumph Capital Management 0.01% Add +23.4% 727 $69K
Essex Investment Management Co. LLC 0.01% Add +25.8% 713 $67K
GF Fund Management Co. LTD. 0.00% Add +23100.0% 696 $65K
Coastline Trust Co 0.01% No change 695 $65K
Bfsg, LLC 0.01% Reduce -4.1% 673 $63K
Bessemer Group Inc. 0.00% Reduce -84.9% 655 $61K
Centerpoint Advisors, LLC 0.02% No change 629 $59K
NFSG Corp 0.01% Reduce -11.7% 626 $58K
Whipplewood Advisors, LLC 0.03% Add +2044.8% 622 $58K
Toth Financial Advisory Corp. 0.01% No change 617 $58K
True Wealth Design, LLC 0.02% Add +230.7% 615 $57K
Gen-Wealth Partners Inc 0.02% No change 600 $56K
Baillie Gifford & Co. 0.00% Add +12.6% 590 $55K
Twin Peaks Wealth Advisors, LLC 0.01% New 573 $53K
Key Financial Inc 0.01% Add +57.7% 552 $51K
Hilton Head Capital Partners, LLC 0.03% No change 524 $49K
Strategic Advocates LLC 0.21% Reduce -25.0% 500 $47K
Gilpin Wealth Management, LLC 0.04% No change 500 $47K
Strengthening Families & Communities, LLC 0.01% New 482 $45K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 460 $43K
Natixis 0.00% Reduce -8.2% 459 $43K
Golden State Wealth Management, LLC 0.00% Reduce -46.8% 454 $42K
Pinnacle Bancorp, Inc. 0.01% No change 453 $42K
Heritage Wealth Advisors 0.00% No change 453 $42K
Financial Perspectives, Inc 0.01% No change 443 $41K
Ancora Advisors LLC 0.00% No change 438 $41K
Trust Co. of Toledo NA 0.00% No change 429 $40K
Cromwell Holdings LLC 0.02% No change 416 $40K
Evelyn Partners Investment Management LLP 0.00% No change 420 $39K
Root Financial Partners, LLC 0.00% Add +0.5% 413 $39K
Costello Asset Management, INC 0.01% New 400 $37K
Pacifica Partners Inc. 0.01% No change 400 $37K
GHP Investment Advisors, Inc. 0.00% No change 400 $37K
CoreCap Advisors, LLC 0.00% Add +50.6% 396 $37K
Winch Advisory Services, LLC 0.01% No change 381 $36K
V-Square Quantitative Management LLC 0.00% New 373 $35K
Cheviot Value Management, LLC 0.00% No change 368 $34K
PFS Partners, LLC 0.01% No change 344 $32K
Cornerstone Planning Group LLC 0.00% Add +14.0% 317 $32K
Strategic Wealth Partners, Ltd. 0.00% No change 341 $32K
Prosperity Bancshares Inc 0.03% New 340 $32K
Rakuten Securities, Inc. 0.01% Reduce -91.4% 330 $31K
CNB Bank 0.01% Reduce -86.1% 330 $31K
American National Bank & Trust 0.00% No change 320 $30K
Geneos Wealth Management Inc. 0.00% No change 315 $29K
Highline Wealth Partners LLC 0.01% Add +32.3% 303 $28K
Toronto Dominion Bank 0.00% Reduce -25.0% 300 $28K
AdvisorNet Financial, Inc 0.00% Add +160.2% 294 $27K
SHP Wealth Management 0.00% Add +32.7% 292 $27K
MCF Advisors LLC 0.00% New 278 $27K
TD Capital Management LLC 0.00% No change 285 $27K
Financial Freedom, LLC 0.01% No change 284 $26K
Valley National Advisers Inc. 0.00% No change 285 $26K
Bank of New Hampshire 0.01% No change 275 $26K
Boyd Watterson Asset Management LLC 0.01% No change 267 $25K
Bell Investment Advisors, Inc 0.00% Add +12.2% 266 $25K
Clearstead Advisors, LLC 0.00% No change 256 $24K
Robinswood Financial LLC 0.01% No change 255 $24K
Dagco, Inc. 0.01% New 252 $24K
Operose Advisors LLC 0.01% New 244 $23K
Financial Consulate, Inc. 0.00% Add +216.0% 237 $22K
SJS Investment Consulting Inc. 0.00% Add +9.3% 235 $22K
Measured Wealth Private Client Group, LLC 0.01% No change 227 $21K
Advantage Trust Co 0.01% No change 225 $21K
GW&K Investment Management, LLC 0.00% Add +54.7% 212 $20K
Beacon Investment Advisory Services, Inc. 0.00% New 210 $20K
Acumen Wealth Advisors, LLC 0.01% Add +236.7% 202 $19K
Ascentis Independent Advisors 0.00% New 204 $19K
Nalls Sherbakoff Group, LLC 0.01% No change 200 $19K
Hickory Point Bank & Trust 0.01% New 200 $19K
Berbice Capital Management LLC 0.01% No change 200 $19K
JFS Wealth Advisors, LLC 0.00% No change 199 $19K
Lodestone Wealth Management LLC 0.01% No change 194 $18K
Avion Wealth 0.00% No change 200 $18K
Vermillion Wealth Management, Inc. 0.01% Add +12.4% 190 $18K
Essential Partners LLC 0.01% No change 185 $17K
Hara Capital LLC 0.01% Reduce -29.4% 168 $16K
Signature Equity Partners, LLC 0.01% No change 169 $16K
Boreal Capital Management LLC 0.01% No change 160 $15K
Abound Wealth Management 0.00% No change 164 $15K
Washington Trust Advisors, Inc. 0.00% No change 154 $14K
Cassaday & Co Wealth Management LLC 0.00% New 145 $14K
Westfuller Advisors, LLC 0.01% No change 137 $13K
Dogwood Wealth Management LLC 0.01% Add +94.4% 140 $13K
Private Wealth Asset Management, LLC 0.00% No change 139 $13K
Evelyn Partners Investment Management Services Ltd 0.00% No change 135 $13K
Retirement Wealth Solutions LLC 0.01% Add +17.7% 133 $12K
Aspect Partners, LLC 0.01% No change 132 $12K
Manning & Napier Advisors LLC 0.00% Reduce -2.9% 135 $12K
Maseco LLP 0.00% New 127 $12K
Lavaca Capital LLC 0.00% No change 120 $11K
IAG Wealth Partners, LLC 0.00% No change 118 $11K
Ninety One UK Ltd 0.00% New 114 $11K
Colonial Trust Advisors 0.00% No change 114 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +46.7% 110 $10K
Contravisory Investment Management, Inc. 0.00% New 110 $10K
Coston, McIsaac & Partners 0.00% Reduce -18.9% 103 $9K
Signature Resources Capital Management, LLC 0.00% No change 95 $9K
Kilter Group LLC 0.00% Add +115.9% 95 $9K
MidFirst Bank 0.00% Reduce -92.9% 95 $9K
RMG Wealth Management LLC 0.00% New 79 $9K
Zions Bancorporation, National Association 0.00% Reduce -7.1% 91 $8K
Ares Financial Consulting, LLC 0.01% Add +345.0% 89 $8K
Creative Financial Designs Inc. 0.00% Add +625.0% 87 $8K
Principia Wealth Advisory, LLC 0.00% Add +23.5% 84 $8K
WPG Advisers, LLC 0.01% Add +9.7% 79 $7K
YANKCOM Partnership 0.00% Reduce -57.8% 78 $7K
Founders Capital Management 0.00% No change 77 $7K
Smithfield Trust Co 0.00% No change 71 $7K
Core Alternative Capital 0.00% No change 75 $7K
Physician Wealth Advisors, Inc. 0.00% No change 73 $7K
JPL Wealth Management, LLC 0.00% New 72 $7K
Archer Investment Corp 0.00% No change 68 $6K
Bare Financial Services, Inc 0.00% Add +55.8% 67 $6K
Truvestments Capital LLC 0.00% New 65 $6K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 64 $6K
Stone House Investment Management, LLC 0.00% Add +36.2% 64 $6K
IMA Advisory Services, Inc. 0.00% Reduce -4.7% 61 $6K
Kozak & Associates, Inc. 0.00% No change 57 $6K
Paladin Partners, LLC 0.00% No change 60 $6K
MV Capital Management, Inc. 0.00% Add +381.8% 53 $5K
N.E.W. Advisory Services LLC 0.00% No change 51 $5K
Trust Co 0.00% No change 46 $4K
North Star Investment Management Corp. 0.00% Reduce -86.7% 46 $4K
First Command Advisory Services, Inc. 0.00% Add +48.3% 43 $4K
Byrne Asset Management LLC 0.00% No change 40 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $4K
Westside Investment Management, Inc. 0.00% No change 40 $4K
True Link Financial Advisors, LLC 0.00% New 40 $4K
Purpose Unlimited Inc. 0.00% New 40 $4K
Elevated Capital Advisors, LLC 0.00% No change 36 $3K
Bravera Wealth 0.00% No change 33 $3K
Harbor Investment Advisory, LLC 0.00% No change 33 $3K
Strive Financial Group ,LLC 0.00% No change 27 $3K
Arlington Trust Co LLC 0.00% New 31 $3K
Hollencrest Capital Management 0.00% Add +6.9% 31 $3K
Intentional Wealth Strategies, LLC 0.00% — 30 $3K
Country Trust Bank 0.00% No change 30 $3K
Rachor Investment Advisory Services, LLC 0.00% No change 28 $3K
Cornerstone Financial Management LLC 0.00% Add +31.6% 25 $2K
Sawyer & Company, Inc 0.00% No change 25 $2K
SWAN Capital LLC 0.00% Reduce -76.0% 24 $2K
Quaker Wealth Management, LLC 0.00% Reduce -58.5% 22 $2K
Bayforest Capital Ltd 0.00% New 22 $2K
Raffa Wealth Management, LLC 0.00% No change 22 $2K
Tsfg, LLC 0.00% No change 25 $2K
CX Institutional 0.00% Add +150.0% 20 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 21 $2K
Burk Holdings LLC 0.00% New 21 $2K
Silicon Valley Capital Partners 0.00% New 18 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 17 $2K
MBM Wealth Consultants, LLC 0.00% New 17 $2K
Financial Management Professionals, Inc. 0.00% No change 16 $2K
Financial Network Wealth Advisors LLC 0.00% New 16 $1K
Frazier Financial Advisors, LLC 0.00% New 15 $1K
Vanguard National Trust Co 0.00% — 15 $1K
Nvest Wealth Strategies, Inc. 0.00% Reduce -96.0% 14 $1K
Scarborough Advisors, LLC 0.00% New 13 $1K
Gold Investment Management Ltd. 0.00% No change 12 $1K
Hurley Capital, LLC 0.00% New 11 $1K
Navigoe, LLC 0.00% No change 12 $1K
Prestige Wealth Management Group LLC 0.00% New 10 $959
Wall Street Financial Group, Inc. 0.00% New 9 $840
MPWM Advisory Solutions, LLC 0.00% No change 8 $746
Mosley Wealth Management 0.00% New 11 $726
Southern Michigan Bank & Trust 0.00% — 7 $653
Investors Portfolio Services LLC 0.00% New 5 $560
Godfrey Financial Associates, Inc. 0.00% No change 6 $560
Bogart Wealth, LLC 0.00% Add +100.0% 6 $560
SouthState Bank Corp 0.00% Reduce -83.9% 5 $467
Activest Wealth Management 0.00% No change 4 $373

"% of holder's portfolio" is RIO's weight in each manager's 13F, not the share of Rio Tinto PLC-Spon ADR the manager owns.