Raymond James FinancialRJF

13F holders, Q3 2025 (September 30)
893holders +39
95new positions
53sold out
7famous investors
$172.55avg. 13F price*

At the end of Q3 2025, 893 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, up 39 from Q2 2025. 95 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($3.8B), BlackRock, Inc. ($2.5B) and Primecap Management Co. ($1.7B). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Raymond James Financial Inc.
Sector
Finance
CUSIP
754730109
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 727Q1 2024Q2 2024: 748Q2 2024Q3 2024: 765Q3 2024Q4 2024: 838Q4 2024Q1 2025: 857Q1 2025Q2 2025: 854Q2 2025Q3 2025: 893Q3 2025Q4 2025: 935Q4 2025Q1 2026: 923Q1 2026Q2 2026: 903Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions95$113.0M
Exits53$81.6M

All 13F filers, Q2 2025 → Q3 2025: 6,100,647 shares bought and 8,236,299 shares sold, net −2,135,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 893 holders

Vanguard Group Inc. 0.06% Reduce -1.4% 21,883,139 $3.8B
BlackRock, Inc. 0.04% Reduce -2.9% 14,549,563 $2.5B
Primecap Management Co. 1.28% Reduce -3.7% 9,646,282 $1.7B
Wellington Management Group LLP 0.27% Reduce -5.8% 9,018,292 $1.6B
State Street Corp. 0.05% Reduce -1.8% 8,032,171 $1.4B
JPMorgan Chase & Co. 0.06% Add +4.1% 5,847,869 $1.0B
FMR LLC 0.05% Reduce -4.9% 5,785,627 $998.6M
Geode Capital Management, LLC 0.05% Reduce -0.8% 4,561,877 $784.0M
T. Rowe Price Investment Management, Inc. 0.38% Reduce -12.9% 3,643,236 $628.8M
Victory Capital Management Inc. 0.28% Reduce -2.6% 2,764,001 $477.1M
Morgan Stanley 0.03% Add +18.7% 2,670,096 $460.9M
First Trust Advisors LP 0.33% Add +4.5% 2,597,519 $448.3M
Earnest Partners LLC 1.85% Reduce -0.4% 2,471,824 $426.6M
Dimensional Fund Advisors LP 0.09% Add +10.7% 2,357,328 $406.9M
Invesco Ltd. 0.06% Reduce -2.7% 2,083,748 $359.7M
Northern Trust Corp. 0.05% Reduce -2.2% 2,056,105 $354.9M
Massachusetts Financial Services Co. 0.11% Reduce -16.6% 2,007,355 $346.5M
Bank of America Corp. 0.03% Reduce -12.7% 1,997,480 $344.8M
Goldman Sachs Group Inc. 0.05% Add +4.8% 1,912,163 $330.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -20.9% 1,452,018 $250.6M
Millennium Management 0.20% Add +1846.2% 1,406,856 $242.8M
HSBC Holdings PLC 0.13% Add +33.9% 1,300,452 $224.5M
Legal & General Group Plc 0.05% Reduce -0.3% 1,251,403 $216.0M
Charles Schwab Investment Management Inc. 0.03% Reduce -1.6% 1,088,537 $187.9M
Harfst & Associates, Inc. 32.82% Reduce -0.6% 1,030,937 $177.9M
Bank of New York Mellon Corp 0.03% Reduce -1.2% 984,832 $170.0M
Sei Investments Co. 0.17% Add +2.8% 932,602 $161.0M
Mercer Global Advisors Inc. 0.26% Reduce -14.5% 897,019 $154.8M
AQR Capital Management 0.09% Add +44.9% 783,144 $135.2M
Raymond James Financial Inc. 0.04% Reduce -1.9% 750,933 $129.6M
Nuveen, LLC 0.03% Reduce -4.0% 741,647 $128.0M
Prudential Financial Inc. 0.14% Add +33.5% 670,337 $115.7M
Congress Asset Management Co. 0.73% Reduce -13.8% 639,090 $110.3M
Envestnet Asset Management Inc. 0.03% Reduce -5.7% 618,929 $106.8M
UBS Group AG 0.02% Reduce -4.3% 614,078 $106.0M
Franklin Resources Inc. 0.03% Reduce -7.5% 606,732 $104.7M
Barclays PLC 0.04% Reduce -17.0% 597,679 $103.2M
Deutsche Bank AG 0.03% Add +1.8% 597,226 $103.1M
PNC Financial Services Group, Inc. 0.06% Reduce -0.6% 581,418 $100.4M
Principal Financial Group Inc. 0.05% Reduce -4.7% 575,952 $99.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -2.4% 470,732 $81.2M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Add +295.2% 466,925 $80.6M
Ameriprise Financial Inc. 0.02% Reduce -23.1% 437,816 $75.6M
Silvercrest Asset Management Group LLC 0.48% Add +6.6% 421,058 $72.7M
BNP Paribas Financial Markets 0.06% Reduce -2.1% 408,221 $70.5M
Munich Reinsurance Co Stock Corp in Munich 1.75% — 404,755 $69.9M
Sterling Capital Management LLC 0.97% Reduce -7.1% 381,254 $65.8M
Palisade Capital Management, LP 2.00% Add +0.7% 378,059 $65.3M
T. Rowe Price Associates Inc. 0.01% Add +22.8% 377,152 $65.1M
Citigroup Inc. 0.04% Add +2.0% 375,569 $64.8M
Alliancebernstein L.P. 0.02% Add +31.8% 374,179 $64.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +4.8% 372,074 $64.2M
Wells Fargo & Company 0.01% Reduce -10.9% 369,168 $63.7M
Fisher Asset Management 0.02% Reduce -24.8% 367,253 $63.4M
Rhumbline Advisers 0.05% Reduce -1.3% 356,206 $61.5M
Amundi 0.02% Reduce -8.7% 357,760 $60.0M
California Public Employees Retirement System 0.04% Reduce -0.5% 341,202 $58.9M
New York State Common Retirement Fund 0.07% Add +0.2% 325,183 $56.1M
TD Asset Management Inc 0.05% Reduce -14.1% 324,038 $55.9M
Canada Pension Plan Investment Board 0.04% Add +40.6% 323,846 $55.9M
Natixis Advisors, LLC 0.08% Add +12.9% 315,859 $54.5M
Qube Research & Technologies Ltd 0.07% Reduce -42.6% 299,193 $51.6M
Iat Reinsurance Co. LTD. 13.05% No change 298,125 $51.5M
Vest Financial, LLC 0.67% Add +2.0% 298,088 $51.4M
Bank of Montreal 0.02% Add +3.7% 291,348 $50.3M
Balyasny Asset Management L.P. 0.10% Add +7823.8% 288,583 $49.8M
Clearbridge Investments, LLC 0.04% Add +17.2% 287,920 $49.7M
American Century Companies Inc. 0.03% Reduce -58.7% 284,620 $49.1M
National Pension Service 0.04% Add +1.6% 280,805 $48.5M
Ceredex Value Advisors LLC 1.12% Reduce -1.7% 280,137 $48.4M
Davis Asset Management, L.P. 1.66% No change 270,000 $46.6M
California State Teachers Retirement System 0.05% Reduce -3.5% 267,652 $46.2M
Deroy & Devereaux Private Investment Counsel Inc. 2.29% Reduce -7.2% 264,368 $45.6M
Premier Fund Managers Ltd 1.82% Reduce -52.4% 251,452 $44.4M
Royal Bank of Canada 0.01% Add +15.5% 243,704 $42.1M
Baird Financial Group, Inc. 0.06% Reduce -21.4% 225,041 $38.8M
Macquarie Group Ltd. 0.05% Reduce -3.2% 224,991 $38.8M
Jane Street Group, LLC 0.04% New 210,377 $36.3M
Schroder Investment Management Group 0.03% Add +4.7% 204,063 $36.0M
New York State Teachers Retirement System 0.06% Reduce -9.3% 182,880 $31.6M
Truist Financial Corp. 0.04% Reduce -4.4% 179,024 $30.9M
Korea Investment CORP 0.06% Add +50.0% 172,676 $29.8M
Illinois Municipal Retirement Fund 0.38% Add +0.5% 170,710 $29.5M
State Board of Administration of Florida Retirement System 0.05% Reduce -7.4% 170,267 $29.4M
CANADA LIFE ASSURANCE Co 0.04% Add +2.1% 164,655 $29.1M
APG Asset Management N.V. 0.08% No change 190,493 $28.0M
Citadel Advisors 0.02% Add +2949.2% 157,339 $27.2M
Aviva PLC 0.05% Add +4.5% 155,479 $26.8M
Nicholas Company, Inc. 0.45% Reduce -4.2% 154,805 $26.7M
FIL Ltd 0.02% Reduce -8.1% 153,347 $26.5M
Danske Bank A/S 0.06% Add +9.1% 147,561 $25.5M
Avity Investment Management Inc. 1.75% Reduce -8.3% 144,628 $25.0M
Two Sigma Investments, LP 0.04% Add +419.9% 142,144 $24.5M
PhiloSmith Capital Corp 6.37% No change 132,750 $22.9M
Royal London Asset Management Ltd. 0.05% Reduce -1.6% 131,747 $22.7M
State of Wisconsin Investment Board 0.05% Reduce -10.7% 124,927 $21.6M
Russell Investments Group, Ltd. 0.02% Add +1.4% 123,721 $21.4M
Pinnacle Associates Ltd. 0.28% Reduce -7.6% 123,575 $21.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +69.0% 123,501 $21.3M
Pictet Asset Management Holding SA 0.02% Reduce -13.4% 122,328 $21.1M
Brandywine Global Investment Management, LLC 0.15% Add +0.1% 121,163 $20.9M
Aberdeen Group plc 0.03% Reduce -2.9% 116,992 $20.6M
Interval Partners, LP 0.43% Add +135.3% 115,301 $19.9M
Quantinno Capital Management LP 0.05% Add +36.5% 114,811 $19.8M
Geneva Capital Management LLC 0.32% Add +11.5% 107,773 $18.6M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -15.7% 106,550 $18.4M
Manufacturers Life Insurance Company, The 0.02% Reduce -4.5% 106,418 $18.4M
Freestone Grove Partners LP 0.14% New 106,146 $18.3M
National Bank of Canada 0.02% Reduce -19.4% 104,026 $18.0M
LPL Financial LLC 0.01% Add +2.5% 103,971 $17.9M
Public Employees Retirement System of Ohio 0.06% Add +0.3% 102,769 $17.7M
Panagora Asset Management Inc. 0.07% Reduce -63.6% 101,413 $17.5M
Treasurer of the State of North Carolina 0.05% Reduce -3.1% 101,233 $17.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -4.7% 100,592 $17.4M
Los Angeles Capital Management LLC 0.06% Add +3.9% 100,325 $17.3M
Basswood Capital Management, L.L.C. 0.80% Reduce -2.8% 99,487 $17.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.11% No change 99,100 $17.1M
Rakuten Investment Management, Inc. 0.06% — 69,194 $16.9M
Capital Wealth Planning, LLC 0.11% No change 94,260 $16.3M
Nisa Investment Advisors, LLC 0.06% Add +0.5% 93,607 $16.2M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -5.6% 90,763 $15.7M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -7.0% 89,922 $15.5M
Osaic Holdings, Inc. 0.02% Add +727.8% 89,650 $15.5M
Public Sector Pension Investment Board 0.06% Add +139.1% 89,267 $15.4M
Bragg Financial Advisors, Inc 0.51% Reduce -0.4% 89,097 $15.4M
Toronto Dominion Bank 0.03% Reduce -9.5% 88,212 $15.2M
Asset Management One Co., Ltd. 0.04% Add +1.6% 85,285 $14.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -21.4% 84,560 $14.0M
Mn Services Vermogensbeheer B.V. 0.08% Add +3.7% 75,400 $13.0M
Susquehanna International Group, LLP 0.02% Add +109.6% 72,646 $12.5M
KLP Kapitalforvaltning As 0.05% Add +0.4% 70,278 $12.1M
Nearwater Capital Markets, Ltd 0.16% No change 70,000 $12.1M
Teacher Retirement System of Texas 0.05% Add +2.1% 69,990 $12.1M
Marshall Wace, LLP 0.01% Reduce -84.0% 69,886 $12.1M
Nemes Rush Group LLC 1.19% Reduce -2.1% 69,570 $12.0M
US Bancorp \de 0.01% Reduce -5.4% 69,184 $11.9M
Hantz Financial Services, Inc. 0.18% Reduce -8.9% 69,041 $11.9M
Stifel Financial Corp. 0.01% Reduce -6.3% 66,542 $11.5M
Credit Agricole S A 0.04% — 66,086 $11.4M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.1% 64,385 $11.1M
Am Investment Strategies LLC 2.40% Reduce -0.0% 64,063 $11.1M
State of Tennessee, Department of Treasury 0.04% No change 63,687 $11.0M
State of New Jersey Common Pension Fund D 0.04% No change 63,620 $11.0M
Aware Super Pty Ltd as trustee of Aware Super 0.15% No change 62,392 $10.8M
Resona Asset Management Co.,Ltd. 0.05% Reduce -5.6% 62,036 $10.7M
Forsta Ap-Fonden 0.06% Add +3.5% 62,000 $10.7M
Peterson Wealth Services 2.61% Reduce -45.2% 33,617 $10.5M
Thrivent Financial for Lutherans 0.02% Add +30.9% 60,372 $10.4M
CWA Asset Management Group, LLC 0.38% Reduce -1.9% 59,509 $10.3M
Allianz Asset Management GmbH 0.01% Add +24.6% 59,067 $10.2M
Rafferty Asset Management, LLC 0.03% Reduce -2.2% 59,054 $10.2M
Wilmington Savings Fund Society, FSB 0.24% Reduce -5.2% 57,729 $10.0M
Burney Co./ 0.31% Reduce -3.4% 57,359 $9.9M
Private Capital Management, LLC 0.91% Reduce -2.6% 56,899 $9.8M
Arizona State Retirement System 0.05% Reduce -0.7% 56,511 $9.8M
Storebrand Asset Management As 0.03% Add +3.3% 55,871 $9.6M
Ensign Peak Advisors, Inc 0.02% Reduce -19.7% 55,248 $9.5M
Handelsbanken Fonder AB 0.03% Reduce -1.8% 54,783 $9.5M
Palmer Knight Co 4.42% Reduce -3.0% 54,013 $9.3M
Cetera Investment Advisers 0.01% Add +69.7% 53,571 $9.2M
Commonwealth Equity Services, LLC 0.01% Reduce -0.7% 53,448 $9.2M
Lighthouse Investment Partners, LLC 0.33% Reduce -21.5% 53,148 $9.2M
Creative Planning 0.01% Add +15.9% 51,475 $8.9M
KBC Group NV 0.02% Reduce -39.5% 50,912 $8.8M
State of Michigan Retirement System 0.04% Reduce -2.7% 50,644 $8.7M
Greenfield Seitz Capital Management, LLC 2.80% Reduce -1.7% 50,285 $8.7M
Stephens Consulting, LLC 2.98% Add +111.7% 50,012 $8.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +14.1% 51,601 $8.5M
Fiera Capital Corp 0.03% Add +20.3% 48,287 $8.3M
Federation des caisses Desjardins du Quebec 0.03% Reduce -3.8% 48,179 $8.3M
OP Asset Management Ltd 0.11% Add +128.8% 47,129 $8.1M
Citizens Financial Group Inc. 0.11% Add +0.5% 46,678 $8.1M
Susquehanna Fundamental Investments, LLC 0.31% Reduce -29.9% 46,019 $7.9M
Czech National Bank 0.05% Add +1.6% 45,070 $7.8M
Man Group plc 0.02% Reduce -58.3% 44,593 $7.7M
MetLife Investment Management, LLC 0.04% Reduce -4.7% 44,116 $7.6M
D. E. Shaw & Co. 0.01% Add +362.4% 44,087 $7.6M
Two Sigma Advisers, LP 0.02% New 44,000 $7.6M
Ancora Advisors LLC 0.15% Add +0.6% 43,882 $7.6M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -0.2% 43,826 $7.6M
Waverly Advisors, LLC 0.07% Add +2.1% 43,588 $7.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -4.3% 42,613 $7.4M
Cahaba Wealth Management, Inc. 0.53% No change 42,254 $7.3M
Lord, Abbett & Co. LLC 0.02% Reduce -0.9% 41,655 $7.2M
Robeco Institutional Asset Management B.V. 0.01% Reduce -64.5% 41,653 $7.2M
Susquehanna Portfolio Strategies, LLC 0.11% No change 40,500 $7.0M
LMG Wealth Partners, LLC 1.30% No change 40,440 $7.0M
Westfield Capital Management Co. LP 0.03% No change 40,095 $6.9M
Voya Investment Management LLC 0.01% Reduce -23.9% 39,470 $6.8M
Captrust Financial Advisors 0.01% Add +0.8% 39,157 $6.8M
AXA Investment Managers S.A. 0.02% — 38,525 $6.6M
IFM Investors Pty Ltd 0.06% Reduce -3.3% 37,400 $6.6M
Retirement Systems of Alabama 0.02% Reduce -2.9% 37,853 $6.5M
Natixis 0.04% Add +203.5% 37,718 $6.5M
OneDigital Investment Advisors LLC 0.07% Reduce -0.7% 37,587 $6.5M
Bokf, NA 0.10% Reduce -11.8% 37,326 $6.4M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -6.4% 37,267 $6.4M
Pathstone Holdings, LLC 0.02% Add +3.7% 37,249 $6.4M
ProShare Advisors LLC 0.01% Reduce -25.8% 36,764 $6.3M
DNB Asset Management AS 0.02% Add +1.5% 36,520 $6.3M
Jefferies Financial Group Inc. 0.06% Add +1228.2% 35,755 $6.2M
Swiss Life Asset Management Ltd 0.03% Add +38.6% 35,425 $6.1M
Caisse de depot et placement du Quebec 0.01% Reduce -87.3% 34,933 $6.0M
DekaBank Deutsche Girozentrale 0.01% No change 33,882 $6.0M
Amalgamated Bank 0.04% Reduce -3.3% 34,287 $5.9M
Janney Montgomery Scott LLC 0.01% Add +0.6% 33,951 $5.9M
Oppenheimer Asset Management Inc. 0.06% Add +1.6% 33,907 $5.9M
Hilltop Holdings Inc. 0.31% Reduce -0.8% 33,543 $5.8M
Bridgewater Associates 0.02% New 32,402 $5.6M
USS Investment Management Ltd 0.03% No change 32,115 $5.5M
Corient Private Wealth LP 0.01% Add +22.8% 31,847 $5.5M
Swedbank AB 0.01% No change 31,598 $5.5M
Fifth Third Bancorp 0.02% Reduce -3.9% 31,480 $5.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +28.6% 31,295 $5.4M
World Investment Advisors 0.11% Add +0.4% 31,248 $5.4M
Hennion & Walsh Asset Management, Inc. 0.19% Reduce -0.0% 31,072 $5.4M
Siemens Fonds Invest GmbH 0.29% Add +13.7% 31,029 $5.4M
Mackenzie Financial Corp. 0.01% Reduce -1.4% 30,722 $5.3M
Daiwa Securities Group Inc. 0.02% Add +2.7% 30,431 $5.3M
Logan Capital Management Inc. 0.22% Add +2.5% 30,339 $5.2M
Polar Asset Management Partners Inc. 0.15% New 30,264 $5.2M
Utah Retirement Systems 0.05% Reduce -6.7% 30,172 $5.2M
New Age Alpha Advisors, LLC 0.22% Reduce -2.0% 30,166 $5.2M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -5.4% 29,815 $5.2M
Police & Firemen's Retirement System of New Jersey 0.04% Add +6.0% 29,734 $5.1M
Access Investment Management LLC 1.38% Add +1.1% 29,661 $5.1M
Neuberger Berman Group LLC 0.00% Reduce -7.5% 29,658 $5.1M
NewEdge Advisors, LLC 0.02% Reduce -1.1% 29,019 $5.0M
Regions Financial Corp. 0.03% Add +3.0% 28,999 $5.0M
DAVENPORT & Co LLC 0.03% Reduce -10.0% 28,763 $5.0M
Stuart Investment Advisors, Inc. 4.62% No change 28,475 $4.9M
Cwm, LLC 0.01% Add +1.2% 28,379 $4.9M
Cardinal Capital Management 0.67% Reduce -12.9% 28,263 $4.9M
Regency Capital Management Inc.\DE 2.26% Reduce -0.3% 27,587 $4.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -10.1% 27,550 $4.8M
Leuthold Group, LLC 0.52% Add +3.1% 27,455 $4.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -10.6% 27,139 $4.7M
SG Americas Securities, LLC 0.02% Reduce -46.8% 27,139 $4.7M
Comerica Bank 0.02% Reduce -5.7% 26,995 $4.7M
Buckhead Capital Management LLC 1.68% Reduce -0.1% 26,812 $4.6M
CIBC Asset Management Inc 0.01% Reduce -0.4% 26,786 $4.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 26,505 $4.6M
New York Life Investment Management LLC 0.04% Reduce -4.8% 25,997 $4.5M
Morningstar Investment Management LLC 0.17% Add +1259.5% 25,994 $4.5M
Assenagon Asset Management S.A. 0.01% Reduce -1.9% 25,859 $4.5M
NEOS Investment Management LLC 0.03% Add +54.6% 25,772 $4.4M
Focus Partners Wealth 0.01% Reduce -5.8% 25,461 $4.4M
Integrated Advisors Network LLC 0.18% Add +20.2% 25,371 $4.4M
Dana Investment Advisors, Inc. 0.13% Reduce -3.0% 25,310 $4.4M
Systematic Financial Management LP 0.10% Reduce -0.8% 25,001 $4.3M
CIBC Bancorp USA Inc. 0.03% — 24,992 $4.3M
Xponance LLC 0.03% Reduce -6.6% 24,911 $4.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +10.0% 24,154 $4.2M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.6% 24,074 $4.2M
Cullen Investment Group, LTD. 0.54% Reduce -8.6% 24,465 $4.1M
Woodline Partners LP 0.02% Add +19.4% 23,455 $4.0M
Dean Investment Associates, LLC 0.56% Add +6.5% 23,319 $4.0M
Elo Mutual Pension Insurance Co 0.07% Add +79.3% 23,122 $4.0M
O'shaughnessy Asset Management, LLC 0.02% Add +9.1% 22,976 $4.0M
MML Investors Services, LLC 0.01% Reduce -4.8% 22,670 $3.9M
Bank of Nova Scotia 0.01% Add +16.0% 22,597 $3.9M
Barnes Pettey Financial Advisors, LLC 2.12% Add +91.2% 22,439 $3.9M
Hancock Whitney Corp. 0.07% Add +0.8% 22,436 $3.9M
Janus Henderson Group PLC 0.00% Reduce -2.6% 22,429 $3.9M
Cibc World Market Inc. 0.01% Add +41.9% 22,424 $3.9M
Verition Fund Management LLC 0.02% Reduce -46.7% 22,285 $3.8M
Schneider Downs Wealth Management Advisors, LP 0.44% Add +0.2% 21,588 $3.7M
Atria Investments, Inc 0.04% Reduce -14.6% 21,502 $3.7M
Mgo One Seven LLC 0.08% Add +20.4% 21,235 $3.7M
Kaydan Wealth Management, Inc. 1.04% No change 21,175 $3.7M
Orion Porfolio Solutions, LLC 0.03% Reduce -4.5% 20,832 $3.6M
UniSuper Management Pty Ltd 0.02% Add +7.7% 20,785 $3.6M
Heartland Advisors Inc. 0.19% Reduce -17.3% 20,693 $3.6M
Ethic Inc. 0.06% Reduce -7.4% 20,574 $3.6M
Sanctuary Advisors, LLC 0.02% Reduce -2.6% 20,568 $3.6M
Graphene Investments SAS 2.24% No change 20,500 $3.5M
Yousif Capital Management, LLC 0.04% Reduce -6.7% 20,315 $3.5M
Oregon Public Employees Retirement Fund 0.05% Add +28.7% 20,213 $3.5M
Sovereign's Capital Management, LLC 1.88% Reduce -18.3% 20,102 $3.5M
United Capital Financial Advisors, LLC 0.02% Add +89.0% 20,051 $3.5M
Mariner, LLC 0.00% Reduce -27.2% 20,051 $3.5M
OMERS ADMINISTRATION Corp 0.02% Reduce -1.0% 19,674 $3.4M
Gotham Asset Management 0.01% Reduce -0.2% 19,659 $3.4M
Millstone Evans Group, LLC 2.14% Reduce -0.7% 19,491 $3.4M
Vident Advisory, LLC 0.03% Add +2.9% 19,310 $3.3M
Center for Financial Planning, Inc. 0.36% Reduce -1.3% 19,281 $3.3M
Mutual of America Capital Management LLC 0.04% Reduce -23.1% 19,235 $3.3M
State of Alaska, Department of Revenue 0.03% Reduce -6.1% 19,164 $3.3M
Cerity Partners LLC 0.01% Reduce -0.7% 19,092 $3.3M
Nordea Investment Management AB 0.00% Add +12.6% 18,746 $3.3M
Tredje AP-fonden 0.03% Add +9.3% 18,837 $3.3M
Cumberland Partners Ltd 0.21% Add +104.4% 18,600 $3.2M
Crossmark Global Holdings, Inc. 0.05% Reduce -4.2% 17,837 $3.1M
Public Employees Retirement Association of Colorado 0.01% Reduce -9.0% 17,786 $3.1M
Wealthfront Advisers LLC 0.01% Add +40.0% 17,561 $3.0M
HighTower Advisors, LLC 0.00% Add +0.2% 17,435 $3.0M
Wellspring Financial Advisors, LLC 0.28% No change 17,368 $3.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.9% 16,977 $2.9M
Candriam S.C.A. 0.02% Reduce -0.0% 16,776 $2.9M
Aft, Forsyth & Sober, LLC 0.88% No change 16,500 $2.8M
Stance Capital LLC 1.01% Reduce -2.5% 15,952 $2.8M
Vinva Investment Management Ltd 0.05% New 15,519 $2.7M
V-Square Quantitative Management LLC 0.46% Add +1.4% 15,821 $2.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +38.2% 15,342 $2.6M
Mediolanum International Funds Ltd 0.03% Add +9.2% 14,839 $2.6M
Intech Investment Management LLC 0.02% Add +64.2% 14,824 $2.6M
Apollon Wealth Management, LLC 0.05% Reduce -1.0% 14,702 $2.5M
&partners 0.02% Add +3.9% 14,660 $2.5M
Concurrent Investment Advisors, LLC 0.04% Add +0.6% 14,566 $2.5M
Steward Partners Investment Advisory, LLC 0.01% Add +7.9% 14,409 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% No change 14,343 $2.5M
Pacer Advisors, Inc. 0.01% Reduce -13.8% 14,304 $2.5M
White Pine Capital LLC 0.70% Reduce -1.9% 14,252 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -8.7% 14,247 $2.5M
CIBC Private Wealth Group LLC 0.00% Add +12.2% 13,762 $2.4M
High Net Worth Advisory Group LLC 0.57% Reduce -2.8% 13,736 $2.4M
Davis Investment Partners, LLC 0.80% No change 14,197 $2.4M
NorthCoast Asset Management LLC 0.01% Reduce -5.3% 13,628 $2.4M
Stablepoint Partners, LLC 0.37% Add +3.3% 13,459 $2.3M
Park Avenue Securities LLC 0.02% Reduce -2.9% 13,438 $2.3M
Heritage Wealth Advisors 0.10% No change 13,416 $2.3M
Cullen Capital Management, LLC 0.03% Reduce -4.9% 13,392 $2.3M
William B. Walkup & Associates, Inc. 1.23% No change 13,335 $2.3M
Empire Life Investments Inc. 0.13% Add +1.6% 13,317 $2.3M
Brevan Howard Capital Management LP 0.03% Reduce -43.5% 13,076 $2.3M
iSAM Funds (UK) Ltd 0.46% New 13,018 $2.2M
Alpine Woods Capital Investors, LLC 0.52% No change 12,900 $2.2M
Mizuho Securities USA LLC 0.04% Add +3.0% 12,924 $2.2M
Squarepoint Ops LLC 0.00% Reduce -68.9% 12,394 $2.1M
Klingman & Associates, LLC 0.11% Reduce -0.1% 12,224 $2.1M
Aster Capital Management (DIFC) Ltd 1.06% New 12,149 $2.1M
Vestmark Advisory Solutions, Inc. 0.04% Add +634.7% 12,101 $2.1M
Bayview Asset Management, LLC 1.59% New 11,975 $2.1M
Dean Capital Management 0.80% No change 11,942 $2.1M
Banque Cantonale Vaudoise 0.08% Reduce -2.4% 11,905 $2.1M
Intellus Advisors LLC 0.28% Add +71.0% 11,801 $2.0M
Bank of New Hampshire 0.46% Add +0.6% 11,578 $2.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -77.8% 11,543 $2.0M
Kentucky Retirement Systems 0.05% Reduce -11.6% 11,479 $2.0M
Oarsman Capital, Inc. 0.27% Add +0.8% 11,227 $1.9M
M&T Bank Corp 0.01% Reduce -13.4% 11,187 $1.9M
Walleye Trading LLC 0.03% New 11,151 $1.9M
Allen Investment Management, LLC 0.02% No change 11,150 $1.9M
Virtus Investment Advisers, LLC 0.54% Add +8.4% 10,940 $1.9M
Keybank National Association 0.01% Reduce -0.9% 10,863 $1.9M
PEAK6 LLC 0.05% New 10,802 $1.9M
Hartford Investment Management Co. 0.05% Reduce -4.8% 10,500 $1.8M
Elevation Point Wealth Partners, LLC 0.13% Add +8.4% 10,434 $1.8M
Norinchukin Bank, The 0.02% Reduce -1.6% 10,330 $1.8M
King Luther Capital Management Corp. 0.01% Reduce -0.7% 10,324 $1.8M
Meridian Wealth Advisors, LLC 0.25% Add +0.6% 10,216 $1.8M
Advocacy Wealth Management, LLC 0.07% New 10,017 $1.7M
Wedmont Private Capital 0.06% Add +0.6% 10,425 $1.7M
Nilsine Partners, LLC 0.15% Add +18.4% 9,943 $1.7M
Gulf International Bank (UK) Ltd 0.06% Reduce -1.5% 9,769 $1.7M
Atlas Wealth LLC 0.72% Reduce -0.3% 9,709 $1.7M
Metis Global Partners, LLC 0.04% Reduce -5.8% 9,703 $1.7M
Florida Trust Wealth Management Co 0.05% No change 9,615 $1.7M
Curi Capital, LLC 0.03% Add +0.6% 9,596 $1.7M
Tower Bridge Advisors 0.17% Reduce -1.5% 9,559 $1.6M
Glenmede Investment Management, LP 0.01% Add +0.2% 9,367 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -3.1% 9,300 $1.6M
Commerce Bank 0.01% Reduce -0.3% 9,268 $1.6M
HUB Investment Partners, LLC 0.06% Reduce -8.6% 9,174 $1.6M
Bill Few Associates, Inc. 0.40% No change 9,095 $1.6M
Daiichi Life Insurance Co., Ltd. 0.04% No change 9,090 $1.6M
Investment Management Corp of Ontario 0.02% Add +39.1% 8,938 $1.5M
Maryland State Retirement & Pension System 0.03% No change 8,886 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.44% Reduce -2.3% 8,862 $1.5M
Gladstone Institutional Advisory LLC 0.06% Reduce -2.5% 8,834 $1.5M
Worldquant Millennium Advisors LLC 0.01% New 8,833 $1.5M
Atlantic Union Bankshares Corp 0.03% Add +0.0% 8,613 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -9.9% 8,518 $1.5M
Caprock Group, LLC 0.04% — 8,667 $1.5M
Chiron Capital Management, LLC 1.25% No change 8,450 $1.5M
Signaturefd, LLC 0.02% Add +0.5% 8,378 $1.4M
ING Groep NV 0.01% Reduce -5.4% 8,310 $1.4M
Board of the Pension Protection Fund 1.40% Add +12.2% 8,300 $1.4M
Golden Road Advisors LLC 0.82% Reduce -14.3% 8,248 $1.4M
New Mexico Educational Retirement Board 0.04% Reduce -4.7% 8,175 $1.4M
CPC Advisors, LLC 0.15% No change 8,091 $1.4M
E. Ohman J:or Asset Management AB 0.03% No change 8,057 $1.4M
Trust Co. of Toledo NA 0.14% No change 7,998 $1.4M
Crestwood Advisors Group, LLC 0.02% Reduce -7.1% 7,708 $1.3M
Oxford Financial Group, LTD. LLC 0.08% Add +1.9% 7,705 $1.3M
Capital Investment Advisors, LLC 0.02% Add +0.1% 7,634 $1.3M
Landscape Capital Management, L.L.C. 0.08% Reduce -13.3% 7,526 $1.3M
Moody National Bank Trust Division 0.11% Reduce -0.6% 7,441 $1.3M
Cadent Capital Advisors, LLC 0.34% Add +19.1% 7,439 $1.3M
GHP Investment Advisors, Inc. 0.05% Add +6.2% 7,408 $1.3M
Achmea Investment Management B.V. 0.02% No change 7,301 $1.3M
SPC Financial, Inc. 0.10% Reduce -31.2% 7,259 $1.3M
One Plus One Wealth Management, LLC 0.61% Reduce -4.1% 7,248 $1.3M
JSF Financial, LLC 0.27% New 7,179 $1.2M
West Michigan Advisors, LLC 0.30% Reduce -2.1% 7,140 $1.2M
Fulton Bank, N.A. 0.04% Reduce -1.8% 7,125 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Add +12.7% 7,115 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% No change 8,001 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -28.2% 7,091 $1.2M
SummitTX Capital, L.P. 0.05% New 7,056 $1.2M
Formidable Asset Management, LLC 0.19% Reduce -0.3% 7,776 $1.2M
Redwood Investment Management, LLC 0.13% New 6,905 $1.2M
Wolverine Trading, LLC 0.02% Add +129.7% 6,708 $1.2M
Muirfield Wealth Advisors LLC 0.87% Add +0.3% 6,767 $1.2M
Empowered Funds, LLC 0.01% Add +34.5% 6,784 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +15.6% 6,648 $1.1M
Twin Capital Management Inc. 0.14% Reduce -2.4% 6,645 $1.1M
Vestcor Inc 0.03% Reduce -26.3% 6,636 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +0.8% 6,630 $1.1M
Allstate Corp. 0.03% New 6,609 $1.1M
Uniting Wealth Partners, LLC 0.27% No change 6,606 $1.1M
Fairtree Asset Management (Pty) Ltd 0.74% Add +29.8% 6,578 $1.1M
Empirical Finance, LLC 0.05% Add +0.9% 6,490 $1.1M
Peak Planning Group, LLC 0.58% Reduce -24.8% 6,474 $1.1M
Yorktown Management & Research Co Inc 0.89% No change 6,450 $1.1M
Edgestream Partners, L.P. 0.03% Reduce -73.4% 6,433 $1.1M
GAMMA Investing LLC 0.06% Add +19.1% 6,359 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -5.2% 6,259 $1.1M
Staley Capital Advisers Inc. 0.04% No change 6,250 $1.1M
Summit Trail Advisors, LLC 0.01% Add +146.4% 6,231 $1.1M
Cookson Peirce & Co. Inc. 0.04% Add +21.9% 6,174 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Add +0.3% 6,327 $1.0M
Intrust Bank NA 0.09% Add +1.2% 6,040 $1.0M
HRT Financial LP 0.00% Reduce -33.7% 6,020 $1.0M
Stephens Inc. 0.01% Reduce -4.3% 5,936 $1.0M
Rockefeller Capital Management L.P. 0.00% New 5,908 $1.0M
Systematic Alpha Investments, LLC 0.03% No change 5,700 $984K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.0% 5,683 $981K
Van Eck Associates Corp. 0.00% Add +16.3% 5,664 $978K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -2.4% 5,655 $976K
Belpointe Asset Management LLC 0.04% Reduce -6.5% 5,562 $960K
Intact Investment Management Inc. 0.03% No change 5,500 $949K
Two Sigma Securities, LLC 0.14% New 5,463 $943K
Signature Wealth Management Group 0.36% No change 5,365 $926K
D.A. Davidson & Co. 0.01% Reduce -4.6% 5,362 $925K
MGB Wealth Management, LLC 0.26% Reduce -6.2% 5,352 $924K
Gateway Investment Advisers LLC 0.01% Reduce -0.9% 5,348 $923K
Blue Trust, Inc. 0.01% Add +7.5% 5,339 $922K
Arax Advisory Partners 0.01% Add +963.9% 5,309 $916K
XTX Topco Ltd 0.05% Add +234.5% 5,288 $913K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.1% 5,258 $908K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +34.5% 5,197 $897K
Brooklyn Investment Group 0.12% Add +0.8% 5,804 $889K
Covenant Partners, LLC 0.25% No change 5,093 $879K
QRG Capital Management, Inc. 0.01% Reduce -61.4% 5,083 $877K
Wetzel Investment Advisors, Inc. 0.37% No change 5,029 $868K
Tranquility Partners, LLC 0.29% Add +1.7% 5,027 $868K
Jump Financial, LLC 0.01% Add +185.6% 4,993 $862K
HBK Sorce Advisory LLC 0.02% Reduce -0.9% 5,216 $854K
Polymer Capital Management (US) LLC 0.11% New 4,892 $844K
Bridgewater Advisors Inc. 0.06% Reduce -5.7% 5,193 $835K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -12.7% 4,811 $830K
Mufg Securities Americas Inc. 0.05% Add +18.9% 4,786 $826K
Guinness Asset Management LTD 0.01% Add +12.7% 4,639 $818K
Cyndeo Wealth Partners, LLC 0.05% Reduce -0.9% 4,697 $811K
Wealthcare Advisory Partners LLC 0.02% Add +48.3% 4,647 $802K
one8zero8, LLC 0.17% No change 4,637 $800K
Nomura Holdings Inc. 0.00% New 4,589 $792K
Plato Investment Management Ltd 0.05% Add +2000.9% 4,559 $781K
Tidal Investments LLC 0.00% Add +10.8% 4,519 $778K
Forum Financial Management, LP 0.01% Add +0.0% 4,503 $777K
Calydon Capital 0.12% Reduce -4.3% 4,468 $771K
Quadrant Capital Group LLC 0.03% Add +0.7% 4,461 $770K
Jones Financial Companies LLLP 0.00% Add +20.8% 4,362 $766K
Skylands Capital, LLC 0.11% Reduce -7.3% 4,437 $764K
Tema ETFs LLC 0.06% New 4,374 $755K
STRS Ohio 0.00% Reduce -77.7% 4,372 $755K
Johnson Investment Counsel Inc. 0.01% Add +0.7% 4,352 $751K
Global Financial Private Client, LLC 0.27% Add +0.3% 4,321 $746K
Norden Group LLC 0.08% Reduce -22.6% 4,283 $739K
Coldstream Capital Management Inc. 0.01% Add +3.6% 4,279 $738K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -82.8% 4,236 $731K
Net Worth Advisory Group 0.21% Reduce -11.4% 4,221 $729K
Harrell Investment Partners, LLC 0.17% Add +0.3% 4,182 $722K
Farringdon Capital, Ltd. 0.18% New 4,083 $705K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.1% 4,073 $703K
NJ State Employees Deferred Compensation Plan 0.08% No change 4,000 $690K
Merit Financial Group, LLC 0.01% Reduce -4.2% 3,998 $690K
BOK Financial Private Wealth, Inc. 0.04% Reduce -3.6% 3,949 $682K
Lido Advisors, LLC 0.00% Add +180.9% 3,885 $671K
HB Wealth Management, LLC 0.00% Add +10.6% 3,852 $665K
ABLE Financial Group, LLC 0.14% Add +3.9% 3,807 $657K
Prudential PLC 0.00% Reduce -37.5% 3,777 $652K
NorthRock Partners, LLC 0.01% Reduce -11.9% 3,771 $651K
Applied Finance Capital Management, LLC 0.05% Reduce -24.7% 3,763 $649K
Empirical Asset Management, LLC 0.18% Reduce -33.8% 3,748 $647K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 3,744 $646K
Horizon Investments, LLC 0.01% Add +20.0% 3,714 $639K
Bessemer Group Inc. 0.00% Add +10.3% 3,633 $627K
Nvwm, LLC 0.14% Add +2.6% 3,630 $627K
Canada Post Corp Registered Pension Plan 0.03% Add +24.2% 3,543 $625K
Aaron Wealth Advisors LLC 0.04% New 3,603 $622K
CTC Alternative Strategies, Ltd. 1.00% Add +157.1% 3,600 $621K
Westerkirk Capital Inc. 0.07% No change 3,600 $621K
Choreo, LLC 0.01% Reduce -1.0% 3,532 $610K
Texas Yale Capital Corp. 0.02% No change 3,445 $595K
Waterloo Capital, L.P. 0.04% Add +4.3% 3,443 $594K
Rehmann Capital Advisory Group 0.03% Add +13.1% 3,434 $593K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.0% 3,412 $589K
MUFG Securities EMEA plc 0.01% Add +525.6% 3,397 $586K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +0.7% 3,389 $585K
Syon Capital LLC 0.03% Add +33.1% 3,379 $583K
Vise Technologies, Inc. 0.02% Add +7.4% 3,375 $583K
Beverly Hills Private Wealth, LLC 0.10% Reduce -3.5% 3,364 $581K
Savant Capital, LLC 0.00% Reduce -47.7% 3,333 $575K
Guggenheim Capital LLC 0.00% Reduce -13.3% 3,312 $572K
Visionary Wealth Advisors 0.03% Reduce -2.9% 3,306 $571K
Fifth Third Wealth Advisors LLC 0.02% Reduce -2.2% 3,284 $567K
GC Wealth Management RIA, LLC 0.02% Add +79.5% 3,283 $567K
Level Four Advisory Services, LLC 0.02% Add +13.9% 3,280 $566K
Tectonic Advisors LLC 0.03% Add +2.0% 3,264 $563K
Sowell Financial Services LLC 0.02% Reduce -9.8% 3,247 $560K
Atlanta Consulting Group Advisors, LLC 0.14% No change 3,241 $559K
Catalyst Funds Management Pty Ltd 0.08% New 3,200 $552K
Dock Street Asset Management Inc. 0.05% Add +0.1% 3,198 $552K
Brighton Jones LLC 0.01% Add +5.0% 3,184 $550K
ASR Vermogensbeheer N.V. 0.01% Reduce -1.0% 3,138 $542K
Smartleaf Asset Management LLC 0.03% Add +21.0% 3,044 $537K
Venturi Wealth Management, LLC 0.02% Reduce -0.9% 3,074 $531K
Novak & Powell Financial Services, Inc. 0.28% No change 3,073 $530K
Quad-Cities Investment Group, LLC 0.22% Add +0.3% 3,054 $527K
Huntington National Bank 0.00% Add +10.8% 2,976 $514K
Greenleaf Trust 0.00% Reduce -2.5% 2,975 $513K
Kingsview Wealth Management, LLC 0.01% Add +2.6% 2,967 $512K
Oppenheimer & Co. Inc. 0.01% Reduce -8.9% 2,951 $509K
Shulman DeMeo Asset Management LLC 0.12% Reduce -6.5% 2,923 $505K
Collective Family Office LLC 0.12% No change 2,888 $498K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +4.5% 2,848 $492K
Voleon Capital Management LP 0.01% Reduce -66.6% 2,846 $491K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.2% 2,847 $491K
Contravisory Investment Management, Inc. 0.09% New 2,822 $487K
Great Lakes Retirement, Inc. 0.05% Reduce -0.9% 2,805 $484K
Argus Investors' Counsel, Inc. 0.38% Reduce -0.9% 2,804 $484K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.5% 2,770 $478K
Callan Family Office, LLC 0.02% Add +5.4% 2,754 $475K
Ballentine Partners, LLC 0.01% Add +1.3% 2,754 $475K
MTM Investment Management, LLC 0.15% No change 2,752 $475K
Legacy Wealth Asset Management, LLC 0.11% Add +6.6% 2,714 $468K
Agate Pass Investment Management, LLC 0.18% No change 2,682 $463K
Blue Chip Partners, LLC 0.03% Add +0.1% 2,589 $447K
Lebenthal Global Advisors, LLC 0.08% Add +64.6% 2,569 $443K
Essex Financial Services, Inc. 0.03% Add +20.9% 2,566 $443K
Vontobel Holding Ltd. 0.00% Reduce -6.1% 2,564 $443K
Catalyst Capital Advisors LLC 0.01% No change 2,560 $442K
Calton & Associates, Inc. 0.07% Add +0.3% 2,557 $441K
Sagespring Wealth Partners, LLC 0.01% Add +5.1% 2,523 $436K
Samalin Investment Counsel, LLC 0.15% Reduce -4.6% 2,523 $436K
Deane Retirement Strategies, Inc. 0.19% Add +66.5% 2,509 $433K
Cornerstone Wealth Group, LLC 0.03% Add +0.2% 2,503 $432K
Inceptionr LLC 0.10% Reduce -83.5% 2,488 $428K
Profund Advisors LLC 0.01% Add +4.8% 2,463 $425K
Darwin Wealth Management, LLC 0.13% Add +0.2% 2,428 $419K
Evercore Wealth Management, LLC 0.01% No change 2,428 $419K
Morey & Quinn Wealth Partners, LLC 0.31% Add +0.4% 2,419 $418K
denkapparat Operations GmbH 0.27% No change 2,416 $417K
Salem Investment Counselors Inc. 0.01% No change 2,413 $416K
Drive Wealth Management, LLC 0.09% Add +0.1% 2,403 $415K
Ostrum Asset Management 0.02% Reduce -3.0% 2,396 $414K
Cresset Asset Management, LLC 0.00% Add +16.9% 2,392 $413K
Stonebrook Private Inc. 0.09% Reduce -14.4% 2,363 $408K
First Eagle Investment Management, LLC 0.00% Reduce -37.0% 2,343 $404K
Phillips Wealth Planners LLC 0.33% Reduce -10.9% 2,398 $402K
Aspen Grove Capital, LLC 0.07% Reduce -31.7% 2,316 $400K
Checchi Capital Advisers, LLC 0.03% Reduce -10.4% 2,315 $400K
Portside Wealth Group, LLC 0.06% Reduce -2.6% 2,310 $399K
Westpac Banking Corp. 0.02% Reduce -4.3% 2,303 $397K
DRW Securities, LLC 0.02% Reduce -2.9% 2,285 $396K
Clarus Group, Inc. 0.14% Reduce -9.2% 2,271 $392K
Prospera Financial Services Inc 0.01% Reduce -22.8% 2,260 $390K
Searle & Co. 0.10% New 2,260 $390K
Flagship Harbor Advisors, LLC 0.02% Reduce -1.0% 2,248 $388K
Horizon Advisory Services, Inc. 0.20% Reduce -1.8% 2,244 $387K
Blair William & Co. 0.00% Add +26.2% 2,238 $386K
Exchange Traded Concepts, LLC 0.00% Reduce -3.1% 2,200 $380K
Arbor Investment Advisors, LLC 0.05% Reduce -0.1% 2,181 $376K
Hudson Bay Capital Management LP 0.00% Reduce -40.1% 2,161 $373K
Trust Asset Management LLC 0.03% No change 2,119 $366K
Praxis Investment Management Inc. 0.02% No change 2,080 $359K
Revolve Wealth Partners, LLC 0.04% Add +0.3% 2,078 $359K
Groupama Asset Managment 0.01% New 2,071 $357K
Meeder Advisory Services, Inc. 0.02% Reduce -3.5% 2,069 $357K
Confluence Wealth Services, Inc. 0.02% Add +2.3% 2,069 $357K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -25.6% 2,062 $356K
Summit Wealth Group LLC / Co. 0.04% New 3,527 $354K
Diversify Advisory Services, LLC 0.01% Add +9.0% 2,203 $350K
Allred Capital Management, LLC 0.12% Add +2.2% 2,005 $346K
Principle Wealth Partners LLC 0.02% No change 2,005 $346K
Engineers Gate Manager LP 0.00% Reduce -76.0% 1,966 $339K
Synovus Financial Corp. 0.00% No change 1,955 $337K
Mather Group, Llc. 0.00% Add +1.1% 1,940 $335K
CX Institutional 0.01% Add +0.1% 1,936 $334K
Alliance Wealth Advisors, LLC 0.08% Reduce -13.8% 1,930 $333K
Valeo Financial Advisors, LLC 0.01% Add +3.3% 1,924 $332K
B. Riley Wealth Advisors, Inc. 0.02% Add +1.2% 1,923 $332K
Townsquare Capital LLC 0.05% Reduce -35.2% 1,893 $327K
Dynamic Advisor Solutions LLC 0.01% Add +1.8% 1,885 $325K
Novare Capital Management LLC 0.02% No change 1,884 $325K
Cigna Investments Inc. 0.05% No change 1,850 $319K
Southeast Asset Advisors, LLC 0.03% No change 1,846 $319K
Virtu Financial LLC 0.02% Reduce -69.8% 1,836 $317K
First United Bank & Trust 0.10% Reduce -26.7% 1,825 $315K
Private Advisor Group, LLC 0.00% Add +5.0% 1,818 $314K
Thomasville National Bank 0.02% New 1,815 $313K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +0.4% 1,813 $313K
First Bank & Trust 0.05% No change 1,807 $312K
CENTRAL TRUST Co 0.01% Add +0.3% 1,792 $309K
Brown Advisory Inc. 0.00% Reduce -21.2% 1,787 $308K
Inscription Capital, LLC 0.03% Add +21.4% 1,733 $299K
Berkshire Asset Management LLC 0.01% No change 1,729 $298K
Parallel Advisors, LLC 0.01% Add +4.3% 1,722 $297K
GAM Holding AG 0.02% New 1,722 $297K
Great Lakes Advisors, LLC 0.00% No change 1,720 $297K
Boothbay Fund Management, LLC 0.01% Add +6.3% 1,700 $293K
Archer Investment Corp 0.07% No change 1,695 $293K
Central Bank & Trust Co. 0.05% No change 1,690 $292K
Principal Securities, Inc. 0.00% Reduce -3.2% 1,680 $290K
AlphaQuest LLC 0.02% Add +17.1% 1,677 $289K
Evergreen Capital Management LLC 0.01% Add +3.4% 1,664 $287K
Edmp, Inc. 0.23% No change 1,662 $287K
Compound Planning, Inc. 0.01% Add +15.6% 1,639 $283K
Kohmann Bosshard Financial Services, LLC 0.03% No change 1,638 $283K
Certuity, LLC 0.02% New 1,621 $280K
Aspire Growth Partners LLC 0.20% Add +0.3% 1,618 $279K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.7% 1,617 $279K
Stratos Wealth Advisors, LLC 0.01% Reduce -6.5% 1,613 $278K
Tower Research Capital LLC (TRC) 0.01% Reduce -83.3% 1,608 $278K
Patton Fund Management, Inc. 0.05% No change 1,602 $277K
NewEdge Wealth, LLC 0.00% Reduce -0.4% 1,726 $275K
Nicolet Advisory Services, LLC 0.02% Add +9.2% 1,655 $274K
Diametric Capital, LP 0.10% New 1,586 $274K
Carson Advisory Inc. 0.15% No change 1,586 $274K
Integrated Investment Consultants, LLC 0.05% Reduce -21.7% 1,566 $270K
Eldridge Investment Advisors, Inc. 0.06% No change 1,563 $269K
Frank, Rimerman Advisors LLC 0.02% New 1,544 $266K
IFP Advisors, Inc 0.01% Reduce -31.9% 1,538 $265K
Suncoast Equity Management 0.03% New 1,526 $263K
Dorsey & Whitney Trust CO LLC 0.01% Add +0.7% 1,520 $262K
Winebrenner Capital Management LLC 0.19% No change 1,519 $262K
Jupiter Asset Management Ltd. 0.00% New 1,503 $259K
Benjamin Edwards Inc. 0.00% New 1,497 $258K
FSM Wealth Advisors, LLC 0.04% Add +0.9% 1,490 $257K
HighPoint Advisor Group LLC 0.01% Reduce -14.6% 1,484 $256K
Perigon Wealth Management, LLC 0.01% Add +2.4% 1,481 $256K
Circle Wealth Management, LLC 0.01% New 1,478 $255K
Pitcairn Co. 0.02% Reduce -7.1% 1,456 $251K
RBA Wealth Management, LLC 0.09% Reduce -4.5% 1,455 $251K
Kooman & Associates 0.08% Add +0.1% 1,448 $250K
Independent Financial Group, LLC 0.01% Add +4.9% 1,434 $248K
Moseley Investment Management Inc. 0.07% No change 1,425 $246K
Bryn Mawr Trust Advisors, LLC 0.01% Add +3.0% 1,422 $245K
Snowden Capital Advisors LLC 0.01% Reduce -33.7% 1,419 $245K
Cohen & Steers, Inc. 0.00% No change 1,400 $242K
Cordgrass Capital Advisors, LLC 0.06% Reduce -2.1% 1,400 $242K
Market Street Wealth Management Advisors LLC 0.04% Reduce -0.1% 1,389 $240K
Journey Strategic Wealth LLC 0.01% Add +1.8% 1,384 $239K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.1% 1,377 $238K
Fourth Dimension Wealth, LLC 0.09% Add +30.5% 1,374 $237K
Sax Wealth Advisors, LLC 0.01% Add +0.8% 1,356 $234K
Advisory Services Network, LLC 0.00% Reduce -1.0% 1,354 $234K
Sovereign Financial Group, Inc. 0.04% Add +0.2% 1,354 $234K
MAI Capital Management 0.00% Add +140.8% 1,346 $232K
Advisory Alpha, LLC 0.01% New 1,386 $231K
Brown Brothers Harriman & Co. 0.00% Add +62.9% 1,331 $230K
Personal Cfo Solutions, LLC 0.04% Reduce -0.7% 1,317 $227K
Letson Investment Management, Inc. 0.08% No change 1,305 $225K
Angeles Wealth Management, LLC 0.01% New 1,303 $225K
EverSource Wealth Advisors, LLC 0.01% Add +10.1% 1,303 $225K
apricus wealth, LLC 0.12% New 1,291 $223K
Farther Finance Advisors, LLC 0.00% Add +25.1% 1,290 $223K
Composition Wealth, LLC 0.00% New 1,282 $221K
Janney Capital Management LLC 0.01% New 1,250 $216K
Caldwell Trust Co 0.02% Add +43.6% 1,248 $215K
Turtle Creek Wealth Advisors, LLC 0.02% New 1,243 $215K
Heritage Wealth Management, Inc. 0.06% New 1,212 $209K
Howard Capital Management, LLC 0.00% New 1,209 $209K
Abn Amro Investment Solutions 0.00% New 1,203 $208K
Weiss Asset Management LP 0.00% New 1,192 $206K
Stratos Wealth Partners, LTD. 0.00% New 1,188 $205K
Iowa State Bank 0.04% New 1,187 $205K
Tiemann Investment Advisors, LLC 0.08% New 1,184 $204K
Advyzon Investment Management, LLC 0.03% New 1,176 $203K
Fiduciary Trust Co 0.00% New 1,171 $202K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -15.0% 1,132 $195K
Bruce G. Allen Investments, LLC 0.14% Reduce -2.3% 1,106 $191K
Steph & Co. 0.06% Reduce -3.8% 1,072 $185K
Capula Management Ltd 0.00% New 1,062 $183K
CI Investments Inc. 0.00% Add +28.8% 1,034 $178K
Penserra Capital Management LLC 0.00% Add +1.1% 1,031 $177K
UMB Bank, n.a. 0.00% Add +0.2% 1,001 $173K
Kentucky Trust Co 0.09% No change 980 $169K
Allworth Financial LP 0.00% Add +18.3% 977 $169K
Colonial Trust Co / SC 0.02% No change 974 $168K
Assetmark, Inc. 0.00% Add +17.7% 949 $164K
Park Place Capital Corp 0.03% Reduce -11.1% 944 $163K
Hamilton Capital Partners Inc. 0.01% Reduce -30.9% 939 $162K
Bayforest Capital Ltd 0.07% Reduce -69.4% 875 $151K
Arlington Trust Co LLC 0.03% Reduce -0.3% 846 $146K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.9% 771 $133K
Summit Securities Group LLC 0.04% Add +531.1% 770 $133K
Walleye Capital LLC 0.00% New 766 $132K
Federated Hermes, Inc. 0.00% Reduce -4.0% 762 $132K
Larson Financial Group LLC 0.00% Add +5.6% 737 $127K
Ofi Invest Asset Management 0.00% New 854 $125K
DT Investment Partners, LLC 0.01% No change 719 $124K
Addison Advisors LLC 0.03% No change 717 $124K
Parkside Financial Bank & Trust 0.01% Add +0.7% 703 $121K
Global Retirement Partners, LLC 0.00% Add +11.9% 668 $115K
First Horizon Corp. 0.01% — 667 $115K
GGM Financial LLC 0.05% New 618 $107K
Delta Asset Management LLC 0.01% No change 600 $104K
Versant Capital Management, Inc 0.01% Reduce -2.0% 580 $100K
Loomis Sayles & Co. L P 0.00% No change 579 $100K
CVA Family Office, LLC 0.01% No change 570 $98K
HM Payson & Co. 0.00% No change 550 $95K
Capital Advisors, Ltd. LLC 0.01% No change 531 $92K
Rothschild Investment LLC 0.01% No change 515 $89K
CYBER HORNET ETFs LLC 0.06% Add +3.9% 512 $88K
Foster Dykema Cabot & Partners, LLC 0.01% No change 500 $86K
Cromwell Holdings LLC 0.05% No change 496 $86K
Sunbelt Securities, Inc. 0.01% New 476 $82K
Resources Management Corp. /CT/ 0.01% No change 472 $81K
Covestor Ltd 0.04% Reduce -28.8% 460 $80K
Private Trust Co. NA 0.01% No change 418 $72K
Manchester Capital Management LLC 0.01% Reduce -1.0% 399 $69K
Zions Bancorporation, National Association 0.00% Add +5.9% 395 $68K
Sentry Investment Management LLC 0.04% Reduce -24.9% 406 $67K
Trust Co 0.01% No change 379 $65K
TD Capital Management LLC 0.01% Add +0.3% 376 $65K
Shell Asset Management Co. 0.01% Reduce -89.6% 369 $64K
Alerus Financial NA 0.00% No change 363 $63K
TD Private Client Wealth LLC 0.00% Reduce -1.5% 332 $57K
JFS Wealth Advisors, LLC 0.00% No change 300 $52K
Operose Advisors LLC 0.01% No change 300 $52K
Ameritas Advisory Services, LLC 0.00% Reduce -27.5% 300 $52K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 289 $50K
Root Financial Partners, LLC 0.00% New 289 $50K
TCTC Holdings, LLC 0.00% No change 287 $50K
Clearstead Trust, LLC 0.01% Add +174.0% 285 $49K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 270 $47K
Future Financial Wealth Managment LLC 0.03% No change 259 $45K
Hemington Wealth Management 0.01% Add +5.3% 256 $44K
Princeton Global Asset Management LLC 0.01% No change 245 $42K
Clearstead Advisors, LLC 0.00% Reduce -44.7% 224 $39K
Central Pacific Bank - Trust Division 0.00% No change 214 $37K
Alpine Bank Wealth Management 0.00% No change 197 $34K
Whittier Trust Co. 0.00% Reduce -54.1% 199 $33K
Deseret Mutual Benefit Administrators 0.01% No change 192 $33K
Anfield Capital Management, LLC 0.01% New 191 $33K
Quent Capital, LLC 0.00% New 189 $33K
Salomon & Ludwin, LLC 0.00% New 187 $31K
Valley National Advisers Inc. 0.00% Add +1.2% 174 $30K
Essential Partners LLC 0.01% Add +12.5% 171 $30K
Johnson Financial Group, Inc. 0.00% Add +12.7% 169 $29K
Creative Financial Designs Inc. 0.00% No change 165 $28K
West Branch Capital LLC 0.01% New 151 $26K
Accredited Wealth Management, LLC 0.02% Reduce -64.4% 53 $26K
Rossby Financial, LCC 0.01% No change 150 $25K
Bell Investment Advisors, Inc 0.00% Reduce -8.9% 144 $25K
WPG Advisers, LLC 0.02% Add +8.4% 142 $25K
Westside Investment Management, Inc. 0.00% Add +100.0% 146 $24K
Aventura Private Wealth, LLC 0.01% New 140 $24K
Birchbrook, Inc. 0.01% No change 131 $23K
Rise Advisors, LLC 0.01% Add +2.4% 129 $22K
Whittier Trust Co. of Nevada Inc. 0.00% No change 132 $22K
GW&K Investment Management, LLC 0.00% Add +1.6% 129 $22K
Fortitude Family Office, LLC 0.01% No change 127 $22K
Lanark Financial, Inc. 0.00% No change 126 $22K
Smithfield Trust Co 0.00% No change 120 $21K
Ameriflex Group, Inc. 0.01% New 120 $21K
Farmers & Merchants Investments Inc. 0.00% No change 117 $20K
Prestige Wealth Management Group LLC 0.00% No change 111 $19K
MV Capital Management, Inc. 0.00% No change 108 $19K
Harbour Investments, Inc. 0.00% Add +12.5% 108 $19K
Raiffeisen Bank International AG 0.00% Reduce -16.4% 97 $17K
Glen Eagle Advisors, LLC 0.00% Add +7.5% 86 $15K
Duncker Streett & Co. Inc. 0.00% No change 82 $14K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 81 $14K
Activest Wealth Management 0.00% Add +4.2% 75 $13K
Golden State Wealth Management, LLC 0.00% No change 75 $13K
Solstein Capital, LLC 0.01% No change 74 $13K
Creative Capital Management Investments LLC 0.00% No change 74 $13K
SBI Securities Co., Ltd. 0.00% Add +276.5% 64 $11K
Private Wealth Management Group, LLC 0.00% No change 62 $11K
Anchor Investment Management, LLC 0.00% No change 61 $11K
JPL Wealth Management, LLC 0.00% New 60 $10K
Key Financial Inc 0.00% No change 62 $10K
Financial Management Professionals, Inc. 0.00% Add +22.9% 59 $10K
Meeder Asset Management Inc. 0.00% Reduce -67.6% 59 $10K
Pacific Center for Financial Services 0.00% No change 58 $10K
SouthState Bank Corp 0.00% Reduce -45.8% 58 $10K
Aspect Partners, LLC 0.00% Add +18.8% 57 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 56 $10K
Richardson Capital Management LLC 0.00% No change 55 $9K
Strategic Wealth Partners, Ltd. 0.00% New 53 $9K
Avion Wealth 0.00% Add +26.7% 57 $9K
Washington Trust Advisors, Inc. 0.00% Add +18.6% 51 $9K
NFSG Corp 0.00% No change 50 $9K
Physician Wealth Advisors, Inc. 0.00% New 49 $8K
Montag A & Associates Inc. 0.00% New 49 $8K
Retirement Wealth Solutions LLC 0.01% Add +6.7% 48 $8K
FSA Wealth Management LLC 0.00% No change 45 $8K
Horizon Financial Services, LLC 0.00% Add +340.0% 44 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -24.6% 43 $7K
Wolff Wiese Magana LLC 0.00% No change 40 $7K
Sachetta, LLC 0.00% Add +44.4% 39 $7K
Howard Hughes Medical Institute 0.00% No change 39 $7K
Ossiam 0.00% Add +69.6% 39 $7K
Acima Private Wealth, LLC 0.00% New 38 $7K
Cranbrook Wealth Management, LLC 0.00% No change 38 $7K
Harbor Investment Advisory, LLC 0.00% Reduce -98.4% 38 $7K
South Plains Financial, Inc. 0.00% No change 36 $6K
Investors Research Corp 0.00% No change 35 $6K
Cloud Capital Management, LLC 0.00% New 36 $6K
Ogorek Anthony Joseph /NY/ 0.00% Add +2.7% 38 $6K
Harvest Fund Management Co., Ltd 0.00% Add +300.0% 36 $6K
PFS Partners, LLC 0.00% No change 34 $6K
Trust Co. of Vermont 0.00% No change 34 $6K
McIlrath & Eck, LLC 0.00% No change 34 $6K
CoreCap Advisors, LLC 0.00% Add +10.7% 31 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 31 $5K
Steigerwald, Gordon & Koch Inc. 0.00% New 30 $5K
Asset Dedication, LLC 0.00% No change 30 $5K
Financial Gravity Asset Management, Inc. 0.00% — 29 $5K
TD Waterhouse Canada Inc. 0.00% No change 30 $5K
Raffa Wealth Management, LLC 0.00% Reduce -78.2% 27 $5K
ORG Partners LLC 0.00% Add +125.0% 27 $5K
Westfuller Advisors, LLC 0.00% New 26 $4K
Wealth Watch Advisors, INC 0.00% New 24 $4K
Abound Wealth Management 0.00% No change 23 $4K
Spire Wealth Management 0.00% Reduce -96.0% 22 $4K
Transamerica Financial Advisors, LLC 0.00% New 22 $4K
CBIZ Investment Advisory Services, LLC 0.00% Add +4.8% 22 $4K
Kilter Group LLC 0.00% No change 20 $3K
True Wealth Design, LLC 0.00% Add +122.2% 20 $3K
Albion Financial Group 0.00% No change 19 $3K
Webster Bank, N. A. 0.00% No change 19 $3K
Bogart Wealth, LLC 0.00% Add +18.8% 19 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 18 $3K
Dunhill Financial, LLC 0.00% Add +6.3% 17 $3K
Marquette Asset Management, LLC 0.00% New 17 $3K
C M Bidwell & Associates Ltd. 0.00% No change 16 $3K
Avalon Trust Co 0.00% New 16 $3K
SJS Investment Consulting Inc. 0.00% No change 14 $2K
Advanced Portfolio Management, LLC 0.01% New 14 $2K
Crowley Wealth Management, Inc. 0.00% No change 14 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +27.3% 14 $2K
AdvisorNet Financial, Inc 0.00% No change 14 $2K
Principia Wealth Advisory, LLC 0.00% Add +18.2% 13 $2K
Morton Brown Family Wealth, LLC 0.00% New 13 $2K
Clark Wealth Partners 0.00% No change 13 $2K
Rialto Wealth Management, LLC 0.00% Add +33.3% 12 $2K
First Pacific Financial 0.00% No change 12 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 12 $2K
Elevation Wealth Partners, LLC 0.00% New 11 $2K
Tortoise Investment Management, LLC 0.00% Add +37.5% 11 $2K
Valued Wealth Advisors LLC 0.00% Add +25.0% 10 $2K
Binnacle Investments Inc 0.00% No change 10 $2K
Guerra Advisors Inc 0.00% New 10 $2K
TFC Financial Management, Inc. 0.00% No change 10 $2K
Hughes Financial Services, LLC 0.00% No change 10 $2K
Proffitt & Goodson Inc. 0.00% New 9 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 7 $1K
HFM Investment Advisors, LLC 0.00% Add +40.0% 7 $1K
Highline Wealth Partners LLC 0.00% No change 7 $1K
Financial Network Wealth Advisors LLC 0.00% No change 6 $1K
North Capital, Inc. 0.00% New 6 $1K
Texas Capital Bancshares Inc 0.00% New 6 $1K
Capital Analysts, LLC 0.00% No change 8 $1K
Hurley Capital, LLC 0.00% New 5 $863
Rakuten Securities, Inc. 0.00% Reduce -16.7% 5 $863
Strengthening Families & Communities, LLC 0.00% New 4 $692
Seneschal Advisors, LLC 0.00% New 4 $691
Redwood Park Advisors LLC 0.00% No change 4 $691
Quaker Wealth Management, LLC 0.00% No change 4 $691
WestEnd Advisors, LLC 0.00% No change 4 $690
SOA Wealth Advisors, LLC. 0.00% No change 3 $550
Winnacle Wealth LLC 0.00% New 3 $519
Breakwater Investment Management 0.00% New 3 $518
Financial Consulate, Inc. 0.00% New 3 $518
Grove Bank & Trust 0.00% No change 3 $518
Bartlett & Co. Wealth Management LLC 0.00% Reduce -91.2% 3 $518
DecisionPoint Financial, LLC 0.00% No change 3 $498
Quest 10 Wealth Builders, Inc. 0.00% No change 3 $447
Cornerstone Planning Group LLC 0.00% Reduce -86.8% 16 $360
American Capital Advisory, LLC 0.00% No change 2 $346
Davis Capital Management 0.00% — 2 $345
Private Wealth Asset Management, LLC 0.00% No change 2 $345
Turning Point Benefit Group, Inc. 0.00% New 2 $331
Dogwood Wealth Management LLC 0.00% New 1 $173
IMA Advisory Services, Inc. 0.00% No change 1 $173
High Note Wealth, LLC 0.00% New 1 $173
Y.D. More Investments Ltd 0.00% Reduce -15.8% 144 $75
New England Professional Planning Group Inc. 0.00% Add +0.3% 45,051 $0

"% of holder's portfolio" is RJF's weight in each manager's 13F, not the share of Raymond James Financial Inc. the manager owns.