Rockwell AutomationROK

13F holders, Q2 2026 (June 30)
1,544holders +122
209new positions
90sold out
9famous investors
$492.88avg. 13F price*

At the end of Q2 2026, 1,544 institutions reported holding Rockwell Automation Inc. (ROK) in their 13F filings, up 122 from Q1 2026. 209 opened new positions and 90 sold out. The largest holders were BlackRock, Inc. ($6.1B), Vanguard Capital Management LLC ($3.6B) and Vanguard Portfolio Management LLC ($2.9B). 9 famous investors held it, including Tom Gayner (0.6% of Markel Group's portfolio), Mario Gabelli (0.5% of GAMCO Investors's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).

Company
Rockwell Automation Inc.
Sector
Industrials
CUSIP
773903109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions209$233.0M
Exits90$308.5M

All 13F filers, Q1 2026 → Q2 2026: 6,402,635 shares bought and 4,569,678 shares sold, net +1,832,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,544 holders

BlackRock, Inc. 0.09% Add +3.9% 12,380,576 $6.1B
Vanguard Capital Management LLC 0.08% Reduce -0.4% 7,270,705 $3.6B
Vanguard Portfolio Management LLC 0.13% Add +1.4% 5,928,262 $2.9B
State Street Corp. 0.08% Add +5.3% 5,323,990 $2.6B
Geode Capital Management, LLC 0.08% Add +2.4% 3,132,604 $1.5B
Morgan Stanley 0.08% Add +7.7% 3,040,314 $1.5B
JPMorgan Chase & Co. 0.08% Add +53.0% 2,919,588 $1.4B
UBS Group AG 0.17% Add +0.2% 2,183,669 $1.1B
Goldman Sachs Group Inc. 0.10% Add +0.6% 1,933,275 $957.1M
Invesco Ltd. 0.07% Add +8.0% 1,820,740 $901.4M
Charles Schwab Investment Management Inc. 0.10% Reduce -0.8% 1,524,563 $754.8M
Northern Trust Corp. 0.08% Add +1.3% 1,437,183 $711.5M
Norges Bank 0.07% — 1,392,295 $689.3M
T. Rowe Price Associates Inc. 0.06% Reduce -9.1% 1,241,264 $614.5M
Nordea Investment Management AB 0.50% Add +26.8% 1,235,953 $607.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -6.5% 1,074,596 $532.0M
Bank of America Corp. 0.03% Reduce -1.0% 1,036,484 $513.1M
Sumitomo Mitsui Trust Group, Inc. 0.29% Add +3.8% 1,019,528 $504.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.58% Add +8.3% 979,160 $484.6M
Fisher Asset Management 0.14% Add +3.5% 959,431 $475.0M
Victory Capital Management Inc. 0.26% Add +23.1% 931,970 $461.4M
Amundi 0.11% Reduce -8.8% 910,796 $450.9M
Legal & General Group Plc 0.08% Reduce -2.1% 797,658 $394.9M
Lazard Asset Management LLC 0.60% Add +4.9% 793,886 $393.0M
Dimensional Fund Advisors LP 0.07% Add +6.9% 756,533 $374.5M
Voya Investment Management LLC 0.34% Add +43.1% 698,644 $345.9M
Robeco Institutional Asset Management B.V. 0.42% Add +11.7% 694,061 $343.6M
Vanguard Fiduciary Trust Co. 0.07% Add +0.5% 637,127 $315.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.24% Reduce -5.4% 611,182 $302.6M
Bank of New York Mellon Corp 0.05% Reduce -3.7% 607,152 $300.6M
Holocene Advisors, LP 0.66% Reduce -25.6% 586,073 $290.2M
Raymond James Financial Inc. 0.08% Add +7.3% 581,303 $287.8M
Arrowstreet Capital, Limited Partnership 0.13% Reduce -5.1% 571,467 $282.9M
Barclays PLC 0.08% Add +54.7% 523,791 $259.3M
HSBC Holdings PLC 0.11% Add +16.3% 472,888 $234.0M
Neuberger Berman Group LLC 0.15% Add +4.9% 447,447 $221.5M
Royal Bank of Canada 0.04% Reduce -6.0% 436,595 $216.2M
Deutsche Bank AG 0.06% Reduce -1.6% 424,864 $210.3M
Nuveen, LLC 0.05% Add +25.1% 420,926 $208.4M
Ameriprise Financial Inc. 0.04% Reduce -15.5% 416,086 $206.0M
Brown Brothers Harriman & Co. 0.90% Reduce -2.7% 414,272 $205.1M
DAVENPORT & Co LLC 1.00% Reduce -2.3% 396,897 $195.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Reduce -2.6% 388,222 $192.2M
Eurizon Capital SGR S.p.A. 0.50% Add +36.9% 377,661 $185.7M
Alliancebernstein L.P. 0.06% Reduce -10.3% 511,356 $183.5M
Alecta Tjanstepension Omsesidigt 0.76% Reduce -11.5% 364,875 $180.6M
Quilter Plc 2.72% Add +1.1% 364,815 $180.6M
FMR LLC 0.01% Reduce -23.1% 361,553 $179.0M
American Century Companies Inc. 0.08% Add +820.5% 342,575 $169.6M
Swiss National Bank 0.08% Reduce -4.0% 316,860 $156.9M
Wells Fargo & Company 0.03% Add +13.9% 314,667 $155.8M
Schroder Investment Management Group 0.11% Reduce -12.6% 319,389 $154.1M
Saturna Capital Corp. 1.82% Add +0.1% 301,865 $149.4M
DekaBank Deutsche Girozentrale 0.25% No change 417,024 $149.1M
King Luther Capital Management Corp. 0.62% Reduce -1.2% 300,621 $148.8M
Great Lakes Advisors, LLC 1.12% Add +2.4% 298,044 $147.6M
Blair William & Co. 0.36% Reduce -0.6% 282,332 $139.8M
Federated Hermes, Inc. 0.20% Add +17.8% 275,864 $136.6M
Worldquant Millennium Advisors LLC 0.46% Reduce -22.0% 273,113 $135.2M
Man Group plc 0.24% Reduce -27.4% 263,381 $130.4M
Huntington National Bank 0.84% Add +5.0% 263,182 $130.3M
Mairs & Power Inc. 1.17% Reduce -9.1% 257,811 $127.6M
Citigroup Inc. 0.06% Add +35.8% 255,527 $126.5M
Thrivent Financial for Lutherans 0.22% Reduce -10.3% 254,624 $126.1M
Primecap Management Co. 0.07% Reduce -0.1% 254,360 $125.9M
Allianz Asset Management GmbH 0.11% Reduce -0.5% 240,247 $118.9M
Vanguard Global Advisers, LLC 0.06% Reduce -2.3% 239,623 $118.6M
Westfield Capital Management Co. LP 0.38% Add +15.0% 237,136 $117.4M
Quantinno Capital Management LP 0.14% Add +53.0% 232,352 $115.0M
BNP Paribas Financial Markets 0.06% Add +11.7% 229,501 $113.6M
Canada Pension Plan Investment Board 0.06% Reduce -3.6% 229,482 $113.6M
Jennison Associates LLC 0.07% Reduce -8.8% 228,111 $112.9M
Rhumbline Advisers 0.08% Add +4.9% 221,389 $109.6M
Stifel Financial Corp. 0.09% Add +5.5% 216,168 $107.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.07% Add +12.5% 205,495 $101.7M
Reynders McVeigh Capital Management, LLC 4.33% Add +0.1% 197,440 $97.7M
California Public Employees Retirement System 0.05% Add +0.2% 196,560 $97.3M
PFA Pension, Forsikringsaktieselskab 0.24% Add +61.6% 194,994 $96.5M
Balyasny Asset Management L.P. 0.18% Reduce -64.5% 188,603 $93.4M
Birch Hill Investment Advisors LLC 3.73% Reduce -1.4% 186,053 $92.1M
Stephens Investment Management Group LLC 0.96% Add +9.7% 181,002 $89.6M
Artisan Partners Limited Partnership 0.14% New 176,879 $87.6M
HighTower Advisors, LLC 0.08% Add +4.9% 176,513 $87.4M
Candriam S.C.A. 0.39% Reduce -4.0% 175,221 $86.7M
LPL Financial LLC 0.02% Add +5.8% 174,051 $86.2M
National Pension Service 0.06% Add +1.6% 173,815 $86.1M
Acadian Asset Management LLC 0.10% Add +20.8% 172,083 $85.2M
California State Teachers Retirement System 0.08% Add +2.3% 169,746 $84.0M
UniSuper Management Pty Ltd 0.43% Add +1.1% 168,413 $83.4M
Franklin Resources Inc. 0.02% Add +2.6% 165,693 $82.0M
Waters Parkerson & Co., LLC 3.97% Reduce -2.7% 162,556 $80.5M
Caisse de depot et placement du Quebec 0.11% Reduce -20.4% 161,408 $79.9M
Envestnet Asset Management Inc. 0.02% Reduce -0.6% 157,868 $78.2M
Markel Group 0.58% No change 154,900 $76.7M
CANADA LIFE ASSURANCE Co 0.12% Reduce -13.8% 151,581 $75.0M
Capital Advisors Inc. 1.09% Add +1.4% 149,600 $74.1M
Russell Investments Group, Ltd. 0.07% Add +15.1% 150,097 $73.9M
Rockefeller Capital Management L.P. 0.11% Add +6.1% 146,268 $72.4M
D. E. Shaw & Co. 0.05% Reduce -12.8% 145,738 $72.2M
Principal Financial Group Inc. 0.03% Reduce -12.3% 135,152 $66.9M
Allspring Global Investments Holdings, LLC 0.10% Add +2200.5% 134,418 $64.9M
Aberdeen Group plc 0.09% Add +8.8% 128,098 $63.4M
AQR Capital Management 0.02% Add +57.6% 126,388 $61.5M
Storebrand Asset Management As 0.15% Reduce -1.3% 120,978 $59.9M
Diversified Management Inc. 12.52% Reduce -1.4% 118,345 $58.6M
Corient Private Wealth LP 0.08% Reduce -3.1% 118,165 $58.5M
Korea Investment CORP 0.11% Add +18.9% 115,134 $57.0M
SEB Asset Management AB 0.21% Reduce -33.0% 114,520 $56.7M
Prudential Financial Inc. 0.06% Reduce -27.5% 113,030 $56.0M
GAMCO Investors 0.50% Reduce -1.9% 111,389 $55.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Add +0.1% 108,887 $53.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -25.9% 108,288 $53.6M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +14.3% 104,979 $52.0M
DJE Kapital AG 0.98% Add +45.6% 106,419 $51.8M
Gotham Asset Management 0.12% Add +2.8% 101,968 $50.5M
Raiffeisen Bank International AG 0.59% Reduce -8.6% 104,038 $50.2M
Aviva PLC 0.07% Add +1.0% 98,645 $48.8M
AEGON ASSET MANAGEMENT UK Plc 0.51% Add +22.4% 97,344 $48.2M
Pictet Asset Management Holding SA 0.05% Add +12.0% 97,276 $48.2M
State Board of Administration of Florida Retirement System 0.08% Reduce -2.1% 97,136 $48.1M
EP Wealth Advisors, LLC 0.18% Add +2.5% 96,877 $48.0M
Williams Jones Wealth Management, LLC. 0.54% Add +85.3% 96,286 $47.7M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -4.5% 96,200 $47.6M
Handelsbanken Fonder AB 0.13% Reduce -40.0% 95,345 $47.2M
Bank of Montreal 0.02% Add +23.8% 94,762 $46.9M
Danske Bank A/S 0.09% Reduce -1.9% 93,552 $46.3M
Sequoia Financial Advisors, LLC 0.23% Add +559.8% 91,971 $45.5M
Panagora Asset Management Inc. 0.14% Add +77.0% 90,707 $44.9M
Credit Agricole S A 0.11% Add +241.4% 88,721 $43.9M
Hemenway Trust Co LLC 3.02% Reduce -2.8% 87,399 $43.3M
Sterling Capital Management LLC 0.72% Reduce -14.2% 85,717 $42.4M
Gabelli Funds LLC 0.27% Reduce -2.7% 85,060 $42.1M
Zurich Insurance Group Ltd 0.29% Add +45.5% 84,253 $41.7M
Davis R M Inc. 0.66% Add +0.4% 83,993 $41.6M
Ninety One UK Ltd 0.09% Add +0.6% 82,890 $41.0M
Renaissance Group LLC 1.66% Reduce -8.4% 82,553 $40.9M
New York State Teachers Retirement System 0.07% Reduce -4.4% 81,687 $40.4M
Commonwealth Equity Services, LLC 0.05% Reduce -5.8% 80,424 $39.8M
PNC Financial Services Group, Inc. 0.02% Reduce -4.0% 79,497 $39.4M
Manufacturers Life Insurance Company, The 0.03% Reduce -13.5% 78,774 $39.0M
Truist Financial Corp. 0.05% Reduce -2.9% 77,271 $38.3M
Exchange Traded Concepts, LLC 0.19% Add +1.7% 76,978 $38.1M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -10.8% 76,498 $37.9M
National Bank of Canada 0.03% Reduce -0.8% 75,855 $37.6M
First Trust Advisors LP 0.02% Reduce -20.6% 75,153 $37.2M
Vinva Investment Management Ltd 0.25% Add +144.4% 77,055 $37.2M
Public Employees Retirement Association of Colorado 0.13% Add +38.9% 74,115 $36.7M
US Bancorp \de 0.04% Add +2.1% 73,314 $36.3M
Vaughan Nelson Investment Management, L.P. 0.32% Add +0.9% 72,536 $35.9M
Philadelphia Trust Co. 2.27% Reduce -1.3% 71,525 $35.4M
APG Asset Management N.V. 0.08% Add +37.6% 79,043 $34.2M
Nissay Asset Management Corp. /Japan 0.14% Add +63.4% 67,367 $33.4M
Granite Investment Partners, LLC 1.70% Reduce -0.5% 67,116 $33.2M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +366.4% 66,957 $33.1M
Howard Capital Management Group, LLC 2.02% Add +1.2% 66,705 $33.0M
Assenagon Asset Management S.A. 0.04% Add +190.7% 65,250 $32.3M
New York State Common Retirement Fund 0.04% Reduce -3.4% 65,068 $32.2M
Natixis Advisors, LLC 0.03% Add +21.3% 62,297 $30.8M
Boston Family Office LLC 1.87% Reduce -4.0% 62,263 $30.8M
Asset Management One Co., Ltd. 0.08% Add +6.5% 61,558 $30.5M
Capital Fund Management S.A. 0.22% Reduce -16.2% 61,158 $30.3M
Parnassus Investments, LLC 0.08% Reduce -3.3% 60,945 $30.2M
Ontario Teachers Pension Plan Board 0.19% Reduce -74.2% 60,143 $29.8M
State of Wisconsin Investment Board 0.06% Reduce -5.7% 60,088 $29.7M
FIL Ltd 0.02% Add +119.2% 60,003 $29.7M
Arbejdsmarkedets Tillaegspension 0.64% Add +16.9% 59,400 $29.4M
Royal London Asset Management Ltd. 0.05% Reduce -0.3% 59,037 $29.2M
SG Americas Securities, LLC 0.02% Reduce -34.9% 58,887 $29.2M
GHP Investment Advisors, Inc. 1.07% Add +1.1% 58,694 $29.1M
Covea Finance 0.92% No change 58,609 $29.0M
Tidal Investments LLC 0.07% Add +21.7% 58,206 $28.8M
Eventide Asset Management, LLC 0.37% Add +0.8% 56,458 $27.9M
Swiss Life Asset Management Ltd 0.12% Add +6.8% 56,336 $27.9M
Sei Investments Co. 0.02% Reduce -10.9% 54,738 $27.1M
SouthState Bank Corp 1.12% Reduce -0.1% 54,349 $26.9M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -2.8% 54,280 $26.9M
Vanguard Investments Australia, Ltd. 0.07% Add +2.7% 53,999 $26.7M
Treasurer of the State of North Carolina 0.07% Add +10.9% 53,723 $26.6M
Public Employees Retirement System of Ohio 0.08% Reduce -4.2% 52,629 $26.1M
Baker Chad R 4.16% No change 52,010 $25.7M
TD Asset Management Inc 0.02% Reduce -1.9% 51,503 $25.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -44.0% 50,944 $25.2M
Erste Asset Management GmbH 0.19% Add +24.9% 51,648 $24.8M
Nykredit A/S 0.09% — 49,690 $24.6M
Swedbank AB 0.02% Reduce -1.9% 49,114 $24.3M
Tocqueville Asset Management L.P. 0.32% Reduce -2.0% 48,275 $23.9M
Creative Planning 0.01% Add +14.5% 48,141 $23.8M
Citadel Advisors 0.01% Reduce -72.1% 47,991 $23.8M
NewEdge Advisors, LLC 0.07% Add +39.0% 47,895 $23.7M
Peapack Gladstone Financial Corp. 0.27% Reduce -1.0% 47,797 $23.7M
Heron Bay Capital Management 2.14% Reduce -12.1% 47,617 $23.6M
Nomura Asset Management Co. Ltd. 0.05% Add +7.5% 47,153 $23.3M
Baird Financial Group, Inc. 0.03% Reduce -40.7% 46,961 $23.2M
STRS Ohio 0.09% Reduce -37.9% 46,902 $23.2M
North Star Asset Management Inc. 0.91% Reduce -3.9% 46,633 $23.1M
Cabot Wealth Management Inc. 2.35% Reduce -0.4% 46,611 $23.1M
KLP Kapitalforvaltning As 0.07% Add +8.3% 46,610 $23.1M
Trillium Asset Management, LLC 0.70% Add +234.8% 46,147 $22.8M
Rodgers Brothers Inc. 2.20% Reduce -0.2% 45,749 $22.6M
Carnegie Investment Counsel 0.45% Reduce -13.2% 45,592 $22.6M
Commerce Bank 0.10% Reduce -4.8% 45,211 $22.4M
Oppenheimer & Co. Inc. 0.24% Reduce -0.4% 44,988 $22.3M
Janney Montgomery Scott LLC 0.04% Add +1.5% 44,767 $22.2M
TIAA Wealth Investment Management LLC 0.15% Add +3.0% 44,291 $21.9M
Daiwa Securities Group Inc. 0.05% Reduce -4.5% 44,101 $21.8M
Keybank National Association 0.07% Add +3.6% 43,961 $21.8M
Mariner, LLC 0.02% Reduce -17.1% 43,875 $21.7M
Gradient Investments LLC 0.30% Reduce -7.4% 43,711 $21.6M
Lombard Odier Asset Management (Europe) Ltd 1.60% Add +20.4% 43,582 $21.6M
State of Tennessee, Department of Treasury 0.06% Reduce -29.5% 43,524 $21.5M
Cetera Investment Advisers 0.02% Add +7.9% 43,392 $21.5M
Jag Capital Management, LLC 2.01% Reduce -20.8% 43,253 $21.4M
Grandfield & Dodd, LLC 1.12% Reduce -1.5% 43,036 $21.3M
Core Wealth Partners LLC 8.83% Add +0.1% 41,841 $20.7M
LMCG Investments, LLC 1.10% Reduce -1.0% 41,489 $20.5M
Apollon Wealth Management, LLC 0.25% Add +0.8% 40,976 $20.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +12.4% 40,675 $20.1M
Osaic Holdings, Inc. 0.02% Add +16.1% 40,579 $20.1M
Ensign Peak Advisors, Inc 0.03% Reduce -0.8% 39,462 $19.5M
Advisors Asset Management, Inc. 0.30% Add +21.2% 39,174 $19.4M
Tredje AP-fonden 0.09% Add +9.7% 39,132 $19.4M
Isthmus Partners, LLC 1.85% Reduce -1.8% 38,603 $19.1M
Broderick Brian C 2.89% Add +2.8% 37,781 $18.7M
DNB Asset Management AS 0.05% Add +0.6% 37,616 $18.6M
Los Angeles Capital Management LLC 0.07% Reduce -80.7% 37,250 $18.4M
Captrust Financial Advisors 0.03% Reduce -0.3% 37,187 $18.4M
ING Groep NV 0.09% Add +108.4% 37,081 $18.4M
Banque Pictet & Cie SA 0.19% Reduce -1.3% 36,915 $18.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.15% Add +7.9% 36,876 $18.3M
State of New Jersey Common Pension Fund D 0.06% Reduce -4.3% 36,366 $18.0M
Cerity Partners LLC 0.02% Add +18.9% 36,181 $17.9M
Oak Associates Ltd. 1.00% Reduce -1.2% 36,146 $17.9M
CIBC Bancorp USA Inc. 0.02% Reduce -14.5% 35,788 $17.7M
Fifth Third Bancorp 0.03% Reduce -1.5% 34,619 $17.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +0.8% 33,936 $16.8M
Toronto Dominion Bank 0.03% Add +2.3% 33,835 $16.8M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -8.1% 33,719 $16.7M
Nomura Asset Management International Inc. 0.03% Reduce -13.5% 33,694 $16.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.22% No change 33,501 $16.6M
Bluespring Wealth Management, LLC 0.32% New 33,462 $16.6M
Talbot Financial, LLC 1.22% Add +0.3% 33,401 $16.5M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -7.5% 33,242 $16.5M
Resona Asset Management Co.,Ltd. 0.08% Reduce -6.2% 32,928 $16.2M
Mn Services Vermogensbeheer B.V. 0.12% Reduce -24.9% 32,567 $16.1M
Focus Partners Wealth 0.02% Reduce -29.3% 32,561 $16.1M
Arizona State Retirement System 0.08% Add +5.4% 32,214 $15.9M
Czech National Bank 0.09% Add +3.5% 31,673 $15.7M
M. Kraus & Co 4.10% Reduce -1.3% 31,191 $15.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +85.4% 30,938 $15.3M
Nisa Investment Advisors, LLC 0.05% Reduce -2.9% 30,032 $14.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +46.1% 29,714 $14.7M
Brown Advisory Inc. 0.02% Reduce -0.9% 29,598 $14.7M
Teacher Retirement System of Texas 0.04% Reduce -15.0% 29,581 $14.6M
Xponance LLC 0.09% Add +37.5% 29,150 $14.4M
MetLife Investment Management, LLC 0.07% Add +9.1% 29,109 $14.4M
D.A. Davidson & Co. 0.08% Reduce -0.7% 28,857 $14.3M
Yaupon Capital Management LP 0.48% New 28,793 $14.3M
Kestra Advisory Services, LLC 0.05% Add +1.5% 28,567 $14.1M
State of Michigan Retirement System 0.06% Reduce -2.7% 28,513 $14.1M
Portland Global Advisors LLC 1.33% Reduce -1.0% 28,238 $14.0M
Capitolis Liquid Global Markets LLC 0.06% No change 27,981 $13.9M
Susquehanna International Group, LLP 0.01% Reduce -44.2% 27,764 $13.7M
B. Metzler seel. Sohn & Co. AG 0.12% Add +1.8% 27,617 $13.7M
Van Eck Associates Corp. 0.01% Reduce -10.7% 27,244 $13.5M
Foresight Group Ltd Liability Partnership 2.42% Reduce -9.9% 27,378 $13.5M
1832 Asset Management L.P. 0.02% Add +10.4% 27,008 $13.4M
MAI Capital Management 0.05% Add +50.4% 27,007 $13.4M
Westend Capital Management, LLC 3.03% Reduce -0.5% 26,786 $13.3M
IFM Investors Pty Ltd 0.09% Add +2.4% 26,610 $13.2M
CIBC Asset Management Inc 0.03% Reduce -2.4% 26,483 $13.1M
Ceredex Value Advisors LLC 0.36% Reduce -33.1% 26,097 $12.9M
Empowered Funds, LLC 0.07% Add +159.8% 25,938 $12.8M
Jacobs & Co. 1.09% Reduce -5.2% 25,790 $12.8M
EFG International AG 0.24% Add +11.0% 25,777 $12.8M
Somerville Kurt F 3.02% Reduce -7.4% 25,565 $12.7M
Puzo Michael J 3.26% Reduce -2.2% 25,511 $12.6M
F/m Investments LLC 0.64% Reduce -2.1% 25,267 $12.5M
Delaney Dennis R 3.90% Reduce -4.3% 24,741 $12.2M
Tema ETFs LLC 0.39% Add +19.9% 24,673 $12.2M
Strategic Global Advisors, LLC 1.74% New 24,661 $12.2M
Jones Financial Companies LLLP 0.00% Add +16.2% 25,516 $12.2M
NorthCrest Asset Manangement, LLC 0.31% Add +5.3% 26,044 $12.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -6.1% 24,577 $12.2M
USS Investment Management Ltd 0.05% Add +7.4% 24,505 $12.1M
Abn Amro Investment Solutions 0.10% Reduce -17.4% 24,109 $11.9M
Bartlett & Co. Wealth Management LLC 0.15% Add +0.7% 23,746 $11.8M
Kidder Stephen W 2.95% Add +0.5% 23,597 $11.7M
Retirement Systems of Alabama 0.03% Reduce -2.0% 23,376 $11.6M
Osmosis Investment Management UK Ltd 0.54% Reduce -58.3% 23,301 $11.5M
Drystone LLC 9.45% Reduce -5.1% 23,216 $11.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +8.2% 49,950 $11.4M
L. Roy Papp & Associates, LLP 1.19% Add +2.4% 22,910 $11.3M
Amalgamated Bank 0.08% Add +8.1% 22,698 $11.2M
Silvant Capital Management LLC 0.32% Add +17.1% 22,271 $11.0M
Mandatum Life Insurance Co Ltd 2.03% No change 22,200 $11.0M
Kwmg, LLC 0.79% Add +0.4% 22,098 $10.9M
Trexquant Investment LP 0.07% Reduce -75.1% 22,058 $10.9M
Mercer Global Advisors Inc. 0.01% Add +4.6% 21,923 $10.9M
Pathstone Holdings, LLC 0.03% Add +13.8% 21,799 $10.8M
Federation des caisses Desjardins du Quebec 0.03% Add +0.5% 21,812 $10.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.10% Add +0.7% 21,550 $10.7M
Atlantic Union Bankshares Corp 0.18% Add +4.6% 21,524 $10.7M
NLB Skladi, upravljanje premozenja, d.o.o. 0.40% Add +4.4% 21,462 $10.6M
ProShare Advisors LLC 0.02% Add +4.2% 21,421 $10.6M
Iyo Bank, Ltd. 3.21% No change 21,350 $10.6M
LBP Am SA 0.11% Add +28.7% 21,156 $10.5M
L & S Advisors Inc 1.06% Reduce -4.2% 20,767 $10.3M
Schaper Benz & Wise Investment Counsel Inc. 0.68% Reduce -0.4% 20,538 $10.2M
Telos Capital Management, Inc. 0.89% Reduce -0.8% 20,361 $10.1M
Prudential PLC 0.07% Reduce -21.1% 20,213 $10.0M
Ethic Inc. 0.12% Reduce -3.8% 20,080 $9.9M
Prime Capital Investment Advisors, LLC 0.10% Add +0.1% 19,934 $9.9M
Longaeva Partners L.P. 0.28% Add +243.3% 19,430 $9.6M
ASR Vermogensbeheer N.V. 0.10% Reduce -24.1% 18,937 $9.4M
M&G PLC 0.05% Add +4.5% 18,829 $9.3M
Stephens Inc. 0.10% Add +2.6% 18,775 $9.3M
Bridgewater Associates 0.04% Reduce -50.5% 18,697 $9.3M
Natixis 0.04% Reduce -55.4% 18,471 $9.1M
Vanguard Personalized Indexing Management, LLC 0.07% Add +8.6% 18,171 $9.0M
Contravisory Investment Management, Inc. 1.59% Add +9354.2% 18,152 $9.0M
Rockland Trust Co. 0.35% Reduce -19.5% 17,926 $8.9M
Public Sector Pension Investment Board 0.02% Reduce -1.1% 17,916 $8.9M
O'shaughnessy Asset Management, LLC 0.04% Reduce -4.5% 17,912 $8.9M
Mutual of America Capital Management LLC 0.09% Add +49.6% 17,886 $8.9M
Rakuten Investment Management, Inc. 0.03% Add +9.5% 18,263 $8.8M
LGT Group Foundation 0.10% Reduce -19.9% 17,769 $8.8M
Hall Laurie J Trustee 2.73% Add +0.2% 17,729 $8.8M
Sanctuary Advisors, LLC 0.04% Reduce -0.1% 17,720 $8.8M
Squarepoint Ops LLC 0.02% Add +8.2% 17,649 $8.7M
Dorsey & Whitney Trust CO LLC 0.42% Reduce -13.3% 17,577 $8.7M
NEOS Investment Management LLC 0.03% Add +14.8% 17,572 $8.7M
Nwam LLC 0.43% Add +184.5% 17,510 $8.7M
ABN AMRO Bank N.V. 0.11% Reduce -10.8% 17,279 $8.6M
Pinebridge Investments LLC 0.07% Reduce -70.2% 17,249 $8.5M
Nicholas Company, Inc. 0.16% Reduce -12.7% 17,146 $8.5M
Azimuth Capital Investment Management LLC 0.29% Reduce -5.4% 17,092 $8.5M
Utah Retirement Systems 0.08% Reduce -7.3% 17,056 $8.4M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 17,000 $8.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -54.1% 16,841 $8.3M
Stratos Wealth Advisors, LLC 0.46% Reduce -0.0% 16,785 $8.3M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -3.9% 16,751 $8.3M
New York Life Investment Management LLC 0.06% Reduce -1.0% 16,608 $8.2M
AIA Group Ltd 0.10% Reduce -21.8% 16,599 $8.2M
First American Trust, FSB 0.49% Reduce -1.4% 16,552 $8.2M
Rokos Capital Management LLP 0.10% Add +48.3% 16,269 $8.1M
Elefante Mark B 3.45% Add +10.3% 16,181 $8.0M
Bank of Nova Scotia 0.01% Reduce -18.3% 16,143 $8.0M
McGuire Investment Group, LLC 0.69% Add +0.4% 15,855 $7.8M
Hel Ved Capital Management Ltd 1.10% New 15,840 $7.8M
S-Bank Fund Management Ltd 1.06% Add +5.8% 15,828 $7.8M
Sompo Asset Management Co., Ltd. 1.28% Reduce -3.6% 15,812 $7.8M
Notis-McConarty Edward 3.38% Add +3.2% 15,796 $7.8M
Groupe la Francaise 0.10% Reduce -27.5% 15,750 $7.8M
Arax Advisory Partners 0.05% Add +1389.8% 15,345 $7.6M
Ascent Wealth Partners, LLC 0.75% Add +3.5% 15,133 $7.5M
Scopus Asset Management, L.P. 0.18% Reduce -44.8% 15,029 $7.4M
Oddo BHF Asset Management Sas 0.33% Add +10.0% 14,422 $7.1M
Silvercrest Asset Management Group LLC 0.05% Reduce -1.2% 14,418 $7.1M
Jupiter Topco LLC 0.00% — 14,389 $7.1M
Farmers & Merchants Investments Inc. 0.17% Reduce -0.2% 14,223 $7.0M
Bill Few Associates, Inc. 1.50% Reduce -1.4% 14,168 $7.0M
Pinnacle Financial Partners, Inc. 0.05% Reduce -1.3% 14,134 $7.0M
Meeder Asset Management Inc. 0.36% Reduce -44.9% 14,122 $7.0M
Whitener Capital Management, Inc. 1.46% Reduce -2.7% 13,920 $6.9M
Roberts Wealth Advisors, LLC 1.55% Add +1.9% 13,788 $6.8M
Oregon Public Employees Retirement Fund 0.07% Add +5.9% 13,624 $6.7M
Scotia Capital Inc. 0.03% Add +7.4% 13,589 $6.7M
Fideuram Asset Management (Ireland) dac 0.13% Add +5513.7% 14,708 $6.7M
Glenmede Trust Co. NA 0.03% Add +1.2% 13,464 $6.7M
Mackenzie Financial Corp. 0.01% Reduce -2.1% 13,020 $6.4M
Beese Fulmer Investment Management, Inc. 0.37% Reduce -2.0% 12,999 $6.4M
Cibc World Market Inc. 0.01% Add +0.0% 12,982 $6.4M
OMERS ADMINISTRATION Corp 0.04% Add +10.9% 12,949 $6.4M
Crossmark Global Holdings, Inc. 0.08% Reduce -7.7% 12,898 $6.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.8% 12,678 $6.3M
Verition Fund Management LLC 0.05% Add +370.9% 12,544 $6.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% No change 12,360 $6.1M
Two Sigma Investments, LP 0.00% Reduce -54.2% 12,360 $6.1M
Kampmann Melissa S. 4.61% Add +0.1% 12,327 $6.1M
Searle & Co. 1.37% No change 12,293 $6.1M
OP Asset Management Ltd 0.06% Add +8.6% 12,265 $6.1M
M&T Bank Corp 0.02% Reduce -1.1% 12,129 $6.0M
Fiduciary Trust Co 0.06% Reduce -1.2% 11,904 $5.9M
Dakota Wealth Management 0.11% Add +773.6% 11,741 $5.8M
Morningstar Investment Management LLC 0.36% No change 16,181 $5.8M
Praxis Investment Management Inc. 0.30% No change 11,678 $5.8M
Vontobel Holding Ltd. 0.02% Add +9.3% 11,466 $5.7M
Smithbridge Asset Management Inc. 0.77% Reduce -1.1% 11,392 $5.6M
Integrated Wealth Concepts LLC 0.04% Add +10.7% 11,271 $5.6M
Dempze Nancy E 2.67% Reduce -0.5% 11,261 $5.6M
Weatherly Asset Management L. P. 0.39% Reduce -3.5% 11,170 $5.5M
Yousif Capital Management, LLC 0.06% Reduce -7.1% 11,103 $5.5M
LGT Fund Management Co Ltd. 0.23% Add +13.1% 10,995 $5.4M
Madison Asset Management, LLC 0.06% Reduce -4.6% 10,967 $5.4M
KBC Group NV 0.01% Add +0.2% 10,921 $5.4M
State of Alaska, Department of Revenue 0.05% Reduce -2.6% 10,903 $5.4M
Baldwin Investment Management, LLC 0.52% Add +4.5% 10,843 $5.4M
Rafferty Asset Management, LLC 0.01% Add +47.1% 10,763 $5.3M
Aventail Capital Group, LP 0.30% Reduce -22.9% 10,714 $5.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.30% No change 10,600 $5.2M
BW Gestao de Investimentos Ltda. 0.12% New 10,431 $5.2M
Macquarie Group Ltd. 0.02% Add +6.2% 10,427 $5.2M
Bar Harbor Wealth Management 0.28% Add +1.1% 10,396 $5.1M
First Pacific Financial 0.61% Reduce -2.0% 10,348 $5.1M
Pacer Advisors, Inc. 0.01% Add +36.6% 10,233 $5.1M
Nomura Holdings Inc. 0.02% Reduce -81.0% 10,083 $5.0M
GMO 0.01% Reduce -5.1% 9,915 $4.9M
Private Advisor Group, LLC 0.02% Add +7.7% 9,897 $4.9M
Wealthfront Advisers LLC 0.01% Add +4.6% 9,769 $4.8M
Jane Street Group, LLC 0.00% Add +86.0% 9,738 $4.8M
Canada Post Corp Registered Pension Plan 0.17% Add +15.0% 9,721 $4.8M
Orion Porfolio Solutions, LLC 0.04% Add +0.2% 9,565 $4.7M
Lansdowne Partners (uk) LLP 0.19% Reduce -34.9% 9,146 $4.5M
Advisory Services Network, LLC 0.05% Add +2.7% 9,074 $4.5M
Stratos Wealth Partners, LTD. 0.05% Add +30.3% 9,019 $4.5M
Buckhead Capital Management LLC 1.53% Add +5.7% 9,019 $4.5M
Westport Asset Management Inc. 1.82% No change 9,000 $4.5M
Andra AP-fonden 0.05% Reduce -84.2% 8,963 $4.4M
Nippon Life Global Investors Americas, Inc. 0.18% New 8,960 $4.4M
Evelyn Partners Group Ltd 0.08% — 8,852 $4.4M
Teachers Retirement System of the State of Kentucky 0.03% No change 8,832 $4.4M
Mizuho Securities USA LLC 0.07% Add +28.2% 8,711 $4.3M
Guyasuta Investment Advisors Inc. 0.22% No change 8,623 $4.3M
Gulf International Bank (UK) Ltd 0.08% Reduce -1.4% 8,543 $4.2M
Zacks Investment Management 0.03% Add +8.1% 8,513 $4.2M
Greenleaf Trust 0.04% Reduce -0.3% 8,507 $4.2M
BNP Paribas 0.11% Add +15.3% 8,595 $4.2M
Intech Investment Management LLC 0.04% Reduce -4.1% 8,448 $4.2M
Cresset Asset Management, LLC 0.02% Add +3.2% 8,350 $4.1M
Fayez Sarofim & Co 0.01% No change 8,338 $4.1M
Lido Advisors, LLC 0.01% Add +0.1% 8,004 $4.0M
Eukles Asset Management 1.62% Reduce -4.0% 7,945 $3.9M
SIH Partners, LLLP 0.16% Add +0.5% 7,929 $3.9M
Saudi Central Bank 0.05% Add +89.5% 7,865 $3.9M
Caxton Associates LLP 0.07% Add +65.2% 7,828 $3.9M
TD Waterhouse Canada Inc. 0.01% Reduce -3.7% 7,861 $3.8M
Central Pacific Bank - Trust Division 0.40% Add +51.3% 7,662 $3.8M
Slow Capital, Inc. 0.44% Add +3.6% 7,657 $3.8M
Hudson Bay Capital Management LP 0.02% New 7,656 $3.8M
&partners 0.02% Add +6.0% 7,383 $3.7M
Klein Pavlis & Peasley Financial, Inc. 1.95% Reduce -1.6% 7,561 $3.7M
Legacy Financial Independent Advisors LLC 1.75% New 7,524 $3.7M
Front Row Advisors LLC 1.08% Reduce -6.1% 8,333 $3.7M
Jefferies Financial Group Inc. 0.03% Add +12.3% 7,385 $3.7M
Alerus Financial NA 0.16% Reduce -30.6% 7,357 $3.6M
Ascent Group, LLC 0.11% Add +3.6% 7,354 $3.6M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +41.0% 7,240 $3.6M
Investment Management Corp of Ontario 0.04% Reduce -10.9% 7,170 $3.5M
Kentucky Retirement Systems 0.09% Reduce -37.6% 7,144 $3.5M
Patton Fund Management, Inc. 0.76% Reduce -32.3% 7,089 $3.5M
Argent Trust Co 0.10% Add +35.3% 6,994 $3.5M
Venture Visionary Partners LLC 0.10% Reduce -10.4% 6,986 $3.5M
Boston Common Asset Management, LLC 0.20% Add +15.8% 6,971 $3.5M
Knollwood Investment Advisory, LLC 0.31% No change 6,950 $3.4M
Daiichi Life Insurance Co., Ltd. 0.08% Add +7.6% 6,891 $3.4M
Norinchukin Bank, The 0.03% Reduce -5.9% 6,871 $3.4M
Benedict Financial Advisors Inc. 0.66% Reduce -0.1% 6,867 $3.4M
Northcape Wealth Management, LLC 0.89% Add +0.1% 6,835 $3.4M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.06% Reduce -7.1% 6,800 $3.4M
Impax Asset Management Group plc 0.02% Add +4.5% 6,690 $3.3M
Riverbridge Partners LLC 0.09% Reduce -1.4% 6,689 $3.3M
BOCHK Asset Management Ltd 0.52% New 6,650 $3.3M
CI Investments Inc. 0.01% Add +171.1% 6,640 $3.3M
iA Global Asset Management Inc. 0.04% Reduce -25.4% 6,635 $3.3M
Vident Advisory, LLC 0.02% Reduce -15.1% 6,582 $3.3M
Laird Norton Wetherby Trust Company, LLC 0.06% Add +1.9% 6,543 $3.2M
WoodTrust Financial Corp 0.38% Add +0.0% 6,537 $3.2M
Allstate Corp. 0.03% Reduce -39.1% 6,531 $3.2M
FAS Wealth Partners, Inc. 0.17% Add +9.9% 6,483 $3.2M
Aptus Capital Advisors, LLC 0.02% Add +0.3% 6,441 $3.2M
Woodline Partners LP 0.01% Reduce -83.8% 6,398 $3.2M
Addison Capital Co 0.50% Add +4.5% 6,185 $3.1M
Smith Group Asset Management, LLC 0.12% Reduce -19.3% 6,171 $3.1M
Wealthspire Advisors, LLC 0.02% Add +0.3% 6,154 $3.0M
Hartford Investment Management Co. 0.09% Reduce -4.1% 6,140 $3.0M
Maryland State Retirement & Pension System 0.05% Add +7.9% 6,090 $3.0M
Vestmark Advisory Solutions, Inc. 0.03% Add +5.1% 6,066 $3.0M
Richard C. Young & CO., LTD. 0.22% Reduce -1.4% 6,034 $3.0M
Summit Financial, LLC 0.03% Reduce -4.5% 6,000 $3.0M
MML Investors Services, LLC 0.01% Add +60.9% 5,982 $3.0M
AE Wealth Management LLC 0.01% Add +138.6% 5,947 $2.9M
Vectors Research Management, LLC 0.77% Add +0.7% 5,935 $2.9M
Pinnacle Associates Ltd. 0.03% Add +31.2% 5,930 $2.9M
Moneta Group Investment Advisors LLC 0.02% Reduce -11.9% 5,910 $2.9M
Orange Investment Advisors, Inc. 0.35% Reduce -13.5% 5,870 $2.9M
Ofi Invest Asset Management 0.03% Add +7.0% 6,522 $2.9M
Caprock Group, LLC 0.06% Add +72.0% 5,825 $2.9M
Elevation Point Wealth Partners, LLC 0.05% Reduce -2.2% 5,777 $2.9M
Summit Asset Management, LLC 0.37% Add +0.4% 5,767 $2.9M
Ameritas Advisory Services, LLC 0.06% Add +125.4% 5,746 $2.8M
Phoenix Financial Ltd. 0.02% Add +1.9% 5,746 $2.8M
Louisiana State Employees Retirement System 0.04% No change 5,700 $2.8M
Alaethes Wealth, LLC 0.82% Reduce -0.1% 5,697 $2.8M
Main Management ETF Advisors, LLC 0.09% Reduce -20.3% 5,679 $2.8M
Park Avenue Securities LLC 0.02% Add +4.9% 5,640 $2.8M
AG2R La Mondiale Gestion D'actifs 0.10% Add +7.6% 5,638 $2.8M
Benjamin Edwards Inc. 0.03% Reduce -0.9% 5,633 $2.8M
Davis-Rea LTD. 0.79% No change 5,604 $2.8M
New Mexico Educational Retirement Board 0.07% Add +7.7% 5,576 $2.8M
Wesbanco Bank Inc. 0.07% Reduce -3.9% 5,573 $2.8M
IHT Wealth Management, LLC 0.06% Add +3.2% 5,504 $2.7M
Ossiam 0.04% New 5,503 $2.7M
Banque Cantonale Vaudoise 0.11% Reduce -13.8% 5,374 $2.7M
Kornitzer Capital Management Inc. 0.06% Reduce -0.7% 5,367 $2.7M
Illinois Municipal Retirement Fund 0.03% Add +76.2% 5,359 $2.7M
Aviance Capital Partners, LLC 0.27% No change 5,345 $2.6M
Cullen/Frost Bankers, Inc. 0.03% Reduce -0.7% 5,301 $2.6M
Savant Capital, LLC 0.01% Add +141.0% 5,824 $2.6M
Twin Tree Management, LP 0.40% Add +140.0% 5,205 $2.6M
Allworth Financial LP 0.01% Add +3.9% 5,199 $2.6M
United Capital Financial Advisors, LLC 0.01% Add +11.2% 5,155 $2.6M
First Commonwealth Financial Corp 0.36% Add +48.5% 5,144 $2.5M
Waverly Advisors, LLC 0.01% Reduce -3.8% 5,076 $2.5M
Ancora Advisors LLC 0.05% Reduce -16.2% 5,023 $2.5M
Allianz SE 0.03% No change 4,962 $2.5M
Alps Advisors Inc. 0.01% Add +31.9% 4,952 $2.5M
Vise Technologies, Inc. 0.03% Add +58.0% 4,940 $2.4M
Banque Transatlantique SA 0.05% Reduce -16.8% 5,217 $2.4M
Kestra Private Wealth Services, LLC 0.03% Reduce -18.6% 4,912 $2.4M
Bessemer Group Inc. 0.00% Add +8.8% 4,882 $2.4M
Cookson Peirce & Co. Inc. 0.08% Add +13.9% 4,874 $2.4M
WESPAC Advisors SoCal, LLC 0.43% Add +14.1% 4,868 $2.4M
Tempus Wealth Planning, LLC 0.47% Add +0.1% 4,862 $2.4M
MCF Advisors LLC 0.08% Add +0.8% 4,784 $2.4M
Summit Trail Advisors, LLC 0.03% Reduce -36.2% 4,778 $2.4M
IPG Investment Advisors LLC 0.34% New 4,750 $2.4M
Concurrent Investment Advisors, LLC 0.02% Add +2.7% 4,682 $2.3M
Triangle Securities Wealth Management 0.46% Reduce -1.5% 4,652 $2.3M
J. Safra Sarasin Holding AG 0.03% Reduce -32.3% 5,711 $2.3M
SilverOak Wealth Management LLC 0.30% Reduce -27.4% 4,640 $2.3M
Greenwood Capital Associates LLC 0.23% New 4,640 $2.3M
Elmwood Wealth Management, Inc. 0.56% Reduce -0.1% 4,548 $2.3M
Choreo, LLC 0.02% Add +10.4% 4,522 $2.2M
Graham Capital Management, L.P. 0.09% Add +475.2% 4,515 $2.2M
Axxcess Wealth Management, LLC 0.04% New 4,452 $2.2M
Northstar Advisory Group, LLC 0.68% New 4,428 $2.2M
Courier Capital LLC 0.11% Add +0.1% 4,422 $2.2M
Penobscot Investment Management Company, Inc. 0.15% No change 4,358 $2.2M
MUFG Securities EMEA plc 0.02% Reduce -5.4% 4,355 $2.2M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +2.8% 4,314 $2.1M
Equitable Holdings, Inc. 0.01% Reduce -15.8% 4,302 $2.1M
Pure Financial Advisors, LLC 0.03% Add +124.9% 4,294 $2.1M
Koshinski Asset Management, Inc. 0.11% Add +1.0% 4,247 $2.1M
HB Wealth Management, LLC 0.01% Add +11.9% 4,222 $2.1M
Hager Investment Management Services, LLC 0.96% Add +4.7% 4,218 $2.1M
OneDigital Investment Advisors LLC 0.02% Add +3.7% 4,189 $2.1M
Bowen Hanes & Co. Inc. 0.05% No change 5,735 $2.1M
Mattson Financial Services, LLC 0.43% Reduce -7.1% 4,365 $2.0M
Journey Advisory Group, LLC 0.16% No change 4,105 $2.0M
E. Ohman J:or Asset Management AB 0.05% Add +15.5% 4,103 $2.0M
Beaumont Asset Management, L.L.C. 0.79% Reduce -0.4% 4,092 $2.0M
J.W. Cole Advisors, Inc. 0.03% New 4,072 $2.0M
Merit Financial Group, LLC 0.01% Add +2.7% 4,061 $2.0M
Y.D. More Investments Ltd 0.06% Add +4.6% 4,055 $2.0M
Empirical Finance, LLC 0.08% Add +3.3% 4,054 $2.0M
Avantax Planning Partners, Inc. 0.05% Reduce -1.8% 4,043 $2.0M
HUB Investment Partners, LLC 0.04% Add +17.1% 4,036 $2.0M
GAMMA Investing LLC 0.07% Add +6.9% 4,006 $2.0M
Centaurus Financial, Inc. 0.08% Reduce -1.1% 3,996 $2.0M
Horizon Investments, LLC 0.02% Reduce -85.4% 3,971 $2.0M
QRG Capital Management, Inc. 0.02% Add +10.5% 3,968 $2.0M
Trium Capital LLP 1.24% New 3,966 $2.0M
Spirepoint Private Client, LLC 0.16% No change 3,940 $2.0M
Clearstead Advisors, LLC 0.02% Add +21.0% 3,938 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +23.5% 3,926 $1.9M
Sandler Capital Management 1.14% Add +98.4% 3,914 $1.9M
Wealthcare Advisory Partners LLC 0.04% Reduce -4.5% 3,913 $1.9M
Horizon Kinetics Asset Management LLC 0.02% No change 3,895 $1.9M
Foundations Investment Advisors, LLC 0.02% Add +235.1% 3,884 $1.9M
Blue Jean Financial LLC 1.33% New 3,859 $1.9M
Confluence Wealth Services, Inc. 0.05% Add +49.9% 3,821 $1.9M
HM Payson & Co. 0.02% No change 3,758 $1.9M
Curi Capital, LLC 0.03% Reduce -11.1% 3,715 $1.8M
Mindset Wealth Management, LLC 0.35% Add +12.2% 3,707 $1.8M
Atria Investments, Inc 0.02% Add +2.6% 3,694 $1.8M
Wedbush Securities Inc. 0.05% Add +12.0% 3,685 $1.8M
Strengthening Families & Communities, LLC 0.40% Add +5.6% 3,650 $1.8M
Agate Pass Investment Management, LLC 0.66% Reduce -15.2% 3,630 $1.8M
HBK Sorce Advisory LLC 0.03% Add +13.7% 3,965 $1.8M
Prospera Financial Services Inc 0.03% Reduce -0.8% 3,585 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.8% 3,568 $1.8M
Parallax Volatility Advisers, L.P. 0.08% New 3,560 $1.8M
OmniStar Financial Group, Inc. 0.81% Add +7.3% 3,554 $1.8M
Plato Investment Management Ltd 0.10% No change 3,556 $1.8M
Meiji Yasuda Asset Management Co Ltd. 0.08% Add +39.4% 3,522 $1.7M
Connecticut Wealth Management, LLC 0.06% Add +2.1% 3,516 $1.7M
Ostrum Asset Management 0.08% Reduce -18.3% 3,495 $1.7M
Sigma Planning Corp 0.04% Add +0.6% 3,494 $1.7M
Strong Tower Advisory Services 0.31% Add +4.9% 3,470 $1.7M
Marietta Investment Partners LLC 0.30% Add +10.9% 3,467 $1.7M
North Dakota State Investment Board 0.07% Reduce -10.3% 3,446 $1.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Add +0.8% 3,425 $1.7M
Private Wealth Asset Management, LLC 0.16% No change 3,422 $1.7M
Heritage Trust Co 0.14% No change 3,356 $1.7M
Mufg Securities Americas Inc. 0.09% Add +7.8% 3,352 $1.7M
Natural Investments, LLC 0.36% Add +33.9% 3,336 $1.7M
VestGen Advisors, LLC 0.05% Reduce -2.4% 3,326 $1.6M
Private Trust Co. NA 0.13% Reduce -0.1% 3,323 $1.6M
Trust Co. of Vermont 0.06% — 3,318 $1.6M
Bank Pictet & Cie (Europe) AG 0.03% Add +3.4% 3,314 $1.6M
Beacon Pointe Advisors, LLC 0.01% Reduce -7.1% 3,309 $1.6M
MASTERINVEST Kapitalanlage GmbH 0.14% No change 3,303 $1.6M
Mutual Advisors, LLC 0.03% Add +78.6% 3,296 $1.6M
Rwa Wealth Partners, LLC 0.02% Reduce -1.3% 3,276 $1.6M
Brevan Howard Capital Management LP 0.02% Reduce -75.0% 3,260 $1.6M
Avanza Fonder AB 0.03% Add +447.6% 3,231 $1.6M
CORDA Investment Management, LLC. 0.10% Add +7.6% 3,216 $1.6M
Perigon Wealth Management, LLC 0.02% Add +8.6% 3,180 $1.6M
Convergence Investment Partners, LLC 0.15% Reduce -2.6% 3,174 $1.6M
Agf Management Ltd. 0.01% Reduce -98.6% 3,150 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.05% Add +14.1% 3,143 $1.6M
Alpha Wealth Funds, LLC 0.95% No change 3,083 $1.5M
Procyon Advisors, LLC 0.07% Add +13.3% 3,102 $1.5M
Uncommon Cents Investing LLC 0.33% Reduce -0.3% 3,100 $1.5M
Fire Capital Management LLC 0.62% Reduce -4.5% 3,092 $1.5M
Apella Capital, LLC 0.02% Add +0.9% 3,261 $1.5M
V-Square Quantitative Management LLC 0.14% Add +8.8% 3,032 $1.5M
Alpine Woods Capital Investors, LLC 0.34% New 3,021 $1.5M
Wellington Management Group LLP 0.00% Add +6.4% 3,020 $1.5M
Carmel Capital Partners, LLC 0.49% Reduce -52.0% 3,013 $1.5M
RBF Capital, LLC 0.06% No change 3,000 $1.5M
Sumitomo Life Insurance Co. 0.02% Add +56.9% 2,983 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -0.5% 2,964 $1.5M
Westwood Holdings Group Inc. 0.01% Reduce -3.8% 2,964 $1.5M
Wedmont Private Capital 0.04% Add +4.0% 3,101 $1.5M
Moneco Advisors, LLC 0.09% Add +0.4% 2,949 $1.5M
Capital Asset Advisory Services LLC 0.05% No change 2,937 $1.5M
Finivi Inc. 0.75% Add +1.0% 2,935 $1.5M
CLG LLC 0.32% Reduce -0.3% 2,917 $1.4M
Farther Finance Advisors, LLC 0.01% Reduce -2.8% 2,917 $1.4M
Coldstream Capital Management Inc. 0.02% Reduce -4.6% 2,895 $1.4M
denkapparat Operations GmbH 0.47% Add +15.1% 2,876 $1.4M
Burney Co./ 0.04% Add +3.3% 2,875 $1.4M
First Foundation Advisors 0.05% Add +2.5% 2,861 $1.4M
Assetmark, Inc. 0.00% Add +72.0% 2,855 $1.4M
Global Retirement Partners, LLC 0.02% — 2,850 $1.4M
Prosperity Financial Group, Inc. 0.44% Add +0.2% 2,846 $1.4M
Cyndeo Wealth Partners, LLC 0.07% Reduce -0.8% 2,836 $1.4M
Snowden Capital Advisors LLC 0.03% Reduce -18.3% 2,828 $1.4M
Capital Investment Advisors, LLC 0.02% Add +0.8% 2,814 $1.4M
Monetta Financial Services Inc. 0.93% No change 2,800 $1.4M
Securian Asset Management, Inc. 0.05% Reduce -3.3% 2,993 $1.4M
Dark Forest Capital Management LP 0.09% Add +130.2% 2,788 $1.4M
Sit Investment Associates Inc. 0.03% No change 2,780 $1.4M
Rossmore Private Capital 0.11% Reduce -3.9% 2,778 $1.4M
Beaton Management Co. Inc. 0.56% No change 2,768 $1.4M
Choate Investment Advisors 0.02% No change 2,766 $1.4M
Metis Global Partners, LLC 0.03% Reduce -36.0% 2,691 $1.3M
Wahed Invest LLC 0.14% Reduce -6.3% 2,673 $1.3M
Siemens Fonds Invest GmbH 0.06% Add +1.5% 2,662 $1.3M
Circle Wealth Management, LLC 0.02% Add +78.3% 2,662 $1.3M
Acropolis Investment Management, LLC 0.05% Reduce -0.9% 2,656 $1.3M
Evermay Wealth Management LLC 0.14% Add +65.9% 2,649 $1.3M
UMB Bank, n.a. 0.02% Reduce -0.3% 2,647 $1.3M
Generali Asset Management SPA SGR 0.02% Reduce -53.7% 2,633 $1.3M
Wbi Investments, LLC 0.32% Add +61.7% 2,627 $1.3M
Quantum Private Wealth, LLC 0.33% Reduce -2.6% 2,621 $1.3M
Interchange Capital Partners, LLC 0.24% Add +17.8% 2,602 $1.3M
Integrated Advisors Network LLC 0.06% Reduce -0.3% 2,580 $1.3M
Decatur Capital Management, Inc. 0.43% New 2,574 $1.3M
Moss Adams Wealth Advisors LLC 0.08% Add +0.4% 2,535 $1.3M
Advisors Capital Management, LLC 0.01% Add +4.2% 2,531 $1.3M
Crestwood Advisors Group, LLC 0.02% Add +41.6% 2,514 $1.2M
Bourgeon Capital Management LLC 0.19% Add +42.9% 2,503 $1.2M
Golden State Wealth Management, LLC 0.11% No change 2,501 $1.2M
Caption Management, LLC 0.05% New 2,500 $1.2M
Campbell & CO Investment Adviser LLC 0.06% Reduce -29.4% 2,485 $1.2M
Syon Capital LLC 0.05% Add +16.6% 2,467 $1.2M
Financial Management Network Inc. 0.18% Add +0.0% 2,641 $1.2M
Stonebridge Capital Advisors LLC 0.08% No change 2,450 $1.2M
Moors & Cabot, Inc. 0.05% Reduce -0.4% 2,433 $1.2M
Whittier Trust Co. 0.01% Add +0.7% 2,478 $1.2M
Ceeto Capital Group, LLC 0.32% No change 2,400 $1.2M
Associated Banc-Corp 0.03% Add +72.3% 2,383 $1.2M
Coppell Advisory Solutions LLC 0.10% New 4,769 $1.2M
Western Wealth Management, LLC 0.04% Add +0.2% 2,377 $1.2M
Callan Family Office, LLC 0.02% Add +0.6% 2,374 $1.2M
Mystic Asset Management, Inc. 0.25% No change 2,373 $1.2M
SCS Capital Management LLC 0.01% Add +0.3% 2,355 $1.2M
Signaturefd, LLC 0.02% Add +15.3% 2,354 $1.2M
Professional Advisory Services Inc. 0.13% Add +176.5% 2,350 $1.2M
Smartleaf Asset Management LLC 0.04% No change 2,410 $1.2M
PFG Investments, LLC 0.04% Reduce -8.8% 2,348 $1.2M
Drake & Associates, LLC 0.20% Add +8.4% 2,345 $1.2M
Mendel Money Management 0.42% Reduce -11.4% 2,332 $1.2M
Compound Planning, Inc. 0.03% Add +1.2% 2,317 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -11.7% 2,314 $1.1M
Kintegral Advisory, LLC 0.09% No change 2,311 $1.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.38% No change 2,310 $1.1M
Vestcor Inc 0.03% No change 2,290 $1.1M
Qtron Investments LLC 0.15% No change 2,269 $1.1M
Torrey-Payne Wealth Management, LLC 0.92% No change 2,264 $1.1M
Daymark Wealth Partners, LLC 0.03% Add +7.9% 2,258 $1.1M
Brighton Jones LLC 0.02% Add +2.6% 2,253 $1.1M
Marble Wealth, LLC 0.17% Reduce -1.2% 2,245 $1.1M
NewEdge Wealth, LLC 0.01% Reduce -6.9% 2,234 $1.1M
Ferguson Wellman Capital Management, Inc. 0.01% No change 2,226 $1.1M
Aaron Wealth Advisors LLC 0.06% Add +39.1% 2,216 $1.1M
Hoge Financial Services, LLC 0.53% Add +0.1% 2,215 $1.1M
Chicago Partners Investment Group LLC 0.02% Add +53.9% 2,378 $1.1M
LRI Investments, LLC 0.09% Add +10.2% 2,211 $1.1M
North Star Investment Management Corp. 0.06% Add +1.9% 2,210 $1.1M
Meeder Advisory Services, Inc. 0.04% Reduce -0.7% 2,200 $1.1M
Equitable Trust Co. 0.05% Add +1.6% 2,196 $1.1M
Gateway Investment Advisers LLC 0.01% Reduce -1.2% 2,181 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +188.4% 2,180 $1.1M
AlphaCore Capital LLC 0.02% Add +59.9% 2,166 $1.1M
Nvwm, LLC 0.21% Add +214800.0% 2,149 $1.1M
Ballentine Partners, LLC 0.01% Add +9.8% 2,138 $1.1M
Strategic Blueprint, LLC 0.05% Add +10.0% 2,131 $1.1M
First Citizens Bank & Trust Co. 0.02% Reduce -36.6% 2,102 $1.0M
Birmingham Capital Management Co. Inc. 0.40% No change 2,100 $1.0M
Neville Rodie & Shaw Inc. 0.07% No change 2,100 $1.0M
Valeo Financial Advisors, LLC 0.02% Add +17.4% 2,097 $1.0M
BankChampaign, National Association 0.80% Add +5.8% 2,093 $1.0M
Stableford Capital II LLC 0.35% Reduce -2.1% 2,050 $1.0M
Wallace Hart LLC 0.63% Add +7.8% 2,047 $1.0M
Quadrant Capital Group LLC 0.03% Add +6.6% 2,042 $1.0M
Stewardship Concepts Financial Services LLC 0.68% No change 2,034 $1.0M
Montag A & Associates Inc. 0.04% Add +8.1% 2,031 $1.0M
Flputnam Investment Management Co. 0.01% No change 2,022 $1.0M
Hamrick Investment Counsel, llc 0.66% Reduce -2.5% 2,018 $999K
AlphaCentric Advisors LLC 0.84% No change 2,000 $990K
Meiji Yasuda Life Insurance Co 0.03% New 1,984 $982K
Argent Advisors, Inc. 0.25% No change 1,982 $981K
Commerzbank Aktiengesellschaft 0.02% Add +137.3% 1,972 $976K
Cascade Financial Partners, LLC 0.08% Add +0.3% 1,971 $976K
Oxford Financial Group, LTD. LLC 0.05% Reduce -5.1% 1,962 $971K
Verus Capital Partners, LLC 0.05% Reduce -1.2% 1,955 $968K
Stiles Financial Services Inc 0.24% Reduce -3.6% 1,913 $947K
Covestor Ltd 0.54% Add +1565.8% 1,899 $940K
Hilltop Holdings Inc. 0.08% Add +80.8% 1,886 $934K
Frec Markets, Inc. 0.08% Add +139.8% 1,885 $933K
TigerOak Management, L.L.C. 0.26% Reduce -0.1% 1,884 $933K
Pine Haven Investment Counsel, Inc 0.63% No change 1,883 $932K
TCW Group Inc. 0.01% Add +0.2% 1,873 $927K
MTM Investment Management, LLC 0.26% Add +0.6% 1,869 $925K
Annex Advisory Services, LLC 0.02% Add +39.9% 1,861 $922K
Aprio Wealth Management, LLC 0.04% Add +1.7% 1,831 $907K
Focus Financial Network, Inc. 0.03% Add +1.8% 1,806 $894K
IFP Advisors, Inc 0.02% Reduce -13.0% 1,801 $892K
LMR Partners LLP 0.01% Add +23.4% 1,790 $886K
Argonautica Private Wealth Management, Inc. 0.21% Reduce -0.1% 1,777 $880K
Advisory Solutions Group, LLC 0.30% — 1,751 $867K
Northwest & Ethical Investments L.P. 0.02% Reduce -44.0% 1,739 $861K
Brown Financial Advisors 0.30% Reduce -15.5% 1,730 $856K
Regions Financial Corp. 0.01% Reduce -15.1% 1,727 $855K
Global Assets Advisory, LLC 0.19% Add +3.4% 1,751 $851K
OpenArc Corporate Advisory, LLC 0.01% Add +39.9% 1,717 $850K
Eagle Wealth Strategies LLC 0.32% No change 1,707 $845K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -9.1% 1,704 $844K
Parallel Advisors, LLC 0.01% Add +11.3% 1,701 $843K
Claro Advisors Inc. 0.09% Add +0.2% 1,695 $839K
Harbour Investments, Inc. 0.01% Reduce -2.7% 1,687 $835K
Mediolanum International Funds Ltd 0.01% New 1,731 $835K
Davis Investment Partners, LLC 0.25% Reduce -5.6% 1,685 $834K
Chatham Capital Group, Inc. 0.11% No change 1,684 $834K
Strategies Wealth Advisors, LLC 0.07% Reduce -0.1% 1,666 $825K
BigSur Wealth Management LLC 0.20% No change 1,664 $824K
Frazier Financial Advisors, LLC 0.42% Reduce -3.1% 1,662 $823K
Watershed Private Wealth LLC 0.23% No change 1,662 $823K
Uniting Wealth Partners, LLC 0.17% No change 1,658 $821K
Ameritas Investment Partners, Inc. 0.02% Add +64.1% 1,654 $819K
Marble Harbor Investment Counsel, LLC 0.08% Reduce -5.7% 1,650 $817K
Taylor Financial Group, Inc. 0.45% No change 1,648 $816K
Ellenbecker Investment Group 0.09% No change 1,636 $810K
Globeflex Capital L P 0.10% No change 1,635 $809K
HFM Investment Advisors, LLC 0.28% Add +0.3% 1,616 $800K
GLOBALT Investments LLC / GA 0.03% Reduce -3.0% 1,612 $798K
Westside Investment Management, Inc. 0.10% No change 1,605 $795K
Fiduciary Alliance LLC 0.05% Add +6.2% 1,603 $794K
O'Keefe Stevens Advisory, Inc. 0.16% No change 1,600 $792K
McMillan Office, Inc. 0.09% No change 1,600 $792K
Catalyst Funds Management Pty Ltd 0.04% New 1,600 $792K
Belpointe Asset Management LLC 0.03% Add +2.9% 1,592 $789K
Savvy Advisors, Inc. 0.02% Add +7.3% 1,583 $784K
Cornerstone Wealth Group, LLC 0.05% Add +14.1% 1,581 $783K
Capital Financial Group Inc\co\ 0.41% Add +5.1% 1,576 $780K
Evercore Wealth Management, LLC 0.01% No change 1,563 $774K
Sovran Advisors, LLC 0.06% Reduce -26.5% 1,616 $762K
Chesapeake Capital Corp. 0.41% Add +7.2% 1,529 $757K
Inscription Capital, LLC 0.07% Add +28.4% 1,526 $755K
Asset Advisory Group, Inc. 0.33% No change 1,523 $754K
Gsa Capital Partners LLP 0.05% New 1,518 $752K
Symphony Financial, Ltd. Co. 0.08% Add +19.1% 1,546 $746K
Drucker Wealth 3.0, LLC 0.12% Add +0.9% 1,501 $743K
Empirical Asset Management, LLC 0.17% New 1,501 $743K
Empower Advisory Group, LLC 0.00% Reduce -1.6% 1,499 $742K
Verdence Capital Advisors LLC 0.04% Reduce -3.2% 1,497 $741K
Anb Bank 0.28% Reduce -3.9% 1,493 $739K
1ST Source Bank 0.03% Reduce -0.7% 1,490 $738K
Hunter Associates Investment Management LLC 0.08% No change 1,491 $737K
Cottage Street Advisors LLC 0.28% Reduce -3.5% 1,488 $737K
XML Financial, LLC 0.05% Reduce -6.3% 1,488 $737K
Bridgewater Advisors Inc. 0.04% Add +224.4% 1,528 $735K
Nations Financial Group Inc, /Ia/ 0.04% Add +2.5% 1,483 $735K
Clearstead Trust, LLC 0.09% No change 1,464 $725K
Trueblood Wealth Management, LLC 0.25% No change 1,456 $721K
Parkwoods Wealth Partners, LLC 0.12% Add +0.5% 1,456 $721K
Mgo One Seven LLC 0.01% Add +9.8% 1,451 $718K
Tower Research Capital LLC (TRC) 0.02% Add +1.1% 1,443 $714K
Kingsview Wealth Management, LLC 0.01% Reduce -26.0% 1,442 $714K
Autumn Glory Partners, LLC 0.20% Add +0.1% 1,437 $711K
Community Financial Services Group, LLC 0.10% No change 1,458 $704K
Odyssean, LLC 0.11% New 1,418 $702K
Old National Bancorp 0.01% Add +2.6% 1,417 $702K
Sagespring Wealth Partners, LLC 0.01% Add +11.2% 1,414 $700K
Impact Partnership Wealth, LLC 0.07% Add +22.1% 1,412 $699K
Costello Asset Management, INC 0.21% Add +0.6% 1,409 $698K
Retirement Planning Group, LLC 0.02% New 1,401 $694K
Premier Path Wealth Partners, LLC 0.08% Add +10.9% 1,398 $692K
Checchi Capital Advisers, LLC 0.04% Add +0.1% 1,397 $692K
Sowell Financial Services LLC 0.02% Reduce -3.1% 1,392 $689K
Leavell Investment Management, Inc. 0.03% Add +90.4% 1,392 $689K
Richards, Merrill & Peterson, Inc. 0.22% Add +1.6% 1,379 $683K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.9% 1,369 $678K
Fifth Third Wealth Advisors LLC 0.02% No change 1,366 $676K
Astoria Portfolio Advisors LLC. 0.11% No change 1,363 $675K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -1.6% 1,396 $673K
Frank, Rimerman Advisors LLC 0.04% Add +1.4% 1,357 $672K
Hoey Investments, Inc. 0.09% Reduce -1.5% 1,354 $670K
Dillon & Associates Inc. 0.08% Add +2.9% 1,353 $670K
Simplicity Wealth,LLC 0.02% Add +14.3% 1,347 $667K
Patrick M Sweeney & Associates, Inc. 0.38% No change 1,347 $667K
Rehmann Capital Advisory Group 0.03% Reduce -0.1% 1,346 $666K
Hutchinson Capital Management 0.11% Reduce -1.1% 1,342 $664K
Capstone Capital Management Ltd 0.30% New 1,339 $663K
Bison Wealth, LLC 0.06% Add +19.8% 1,372 $662K
Unique Wealth Strategies, LLC 0.24% New 1,335 $661K
Transcend Capital Advisors, LLC 0.04% Reduce -12.1% 1,332 $659K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.9% 1,323 $655K
Revolve Wealth Partners, LLC 0.07% Add +5.2% 1,315 $651K
TD Private Client Wealth LLC 0.01% Add +1.4% 1,310 $649K
Modera Wealth Management, LLC 0.01% Add +0.1% 1,303 $645K
DMC Group, LLC 0.44% Reduce -12.1% 1,302 $645K
Valley Brook Capital Group, Inc. 0.36% No change 1,300 $644K
Global Trust Asset Management, LLC 0.20% Add +0.6% 1,290 $639K
High Net Worth Advisory Group LLC 0.14% New 1,288 $638K
Waldron Private Wealth LLC 0.02% No change 1,278 $633K
Guggenheim Capital LLC 0.00% Add +14.7% 1,276 $632K
Cannon Financial Strategists, Inc. 0.07% No change 1,268 $628K
West Wealth Group, LLC 0.10% Add +0.4% 1,266 $627K
Brookstone Capital Management 0.01% Add +5.5% 1,258 $623K
Resources Management Corp. /CT/ 0.08% Reduce -0.8% 1,256 $622K
One Capital Management, LLC 0.02% No change 1,731 $621K
CreativeOne Wealth, LLC 0.01% Add +2.2% 1,255 $621K
Centerpoint Advisors, LLC 0.18% No change 1,250 $619K
Bramshill Investments, LLC 0.05% Reduce -16.7% 1,250 $619K
Dara Capital Us, Inc. 0.42% Add +31.3% 1,241 $614K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -11.7% 1,240 $614K
Navalign, LLC 0.14% Add +0.3% 1,233 $610K
Kovack Advisors, Inc. 0.03% Add +0.1% 1,231 $609K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +1.0% 1,229 $608K
Principal Securities, Inc. 0.01% Reduce -16.4% 1,228 $608K
NorthRock Partners, LLC 0.01% Add +3.7% 1,228 $608K
Marathon Strategic Advisors, LLC 0.34% No change 1,225 $606K
Legal Advantage Investments, Inc. 0.21% New 1,225 $606K
SmartHarvest Portfolios, LLC 0.20% Add +5.8% 1,223 $605K
Steinberg Asset Management LLC 0.38% No change 1,223 $605K
Montecito Bank & Trust 0.09% Add +52.4% 1,222 $605K
Corient IA LP 0.56% No change 1,220 $604K
Z3 Capital Partners, LLC 0.13% Reduce -17.6% 1,219 $604K
Ninety One SA (Pty) Ltd 0.03% New 1,222 $601K
Maridea Wealth Management LLC 0.07% Add +6.8% 1,211 $599K
Walleye Capital LLC 0.00% New 1,207 $598K
Stanley-Laman Group, Ltd. 0.06% Add +0.8% 1,204 $596K
Safeguard Investment Advisory Group, LLC 0.14% Add +0.3% 1,202 $595K
Tyche Wealth Partners LLC 0.08% No change 1,200 $594K
Cullinan Associates Inc. 0.04% No change 1,200 $594K
Clifford Swan Investment Counsel LLC 0.02% Reduce -2.0% 1,199 $594K
Employees Retirement System of Texas 0.01% No change 1,197 $593K
Portfolio Design Labs, LLC 0.10% Reduce -0.5% 1,191 $590K
1900 Wealth Management LLC 0.03% Reduce -3.1% 1,181 $585K
Ritholtz Wealth Management 0.01% Add +9.1% 1,171 $580K
Steward Partners Investment Advisory, LLC 0.00% Reduce -29.4% 1,166 $577K
Versant Capital Management, Inc 0.05% Add +28.7% 1,166 $577K
Meridian Wealth Management, LLC 0.02% Reduce -2.0% 1,157 $573K
MADDEN SECURITIES Corp 0.16% No change 1,155 $572K
Hardin Capital Partners, LLC 0.27% No change 1,150 $572K
Occidental Asset Management, LLC 0.06% New 1,152 $570K
Wealth Enhancement Trust Services, Inc. 0.06% Add +147.0% 1,141 $565K
DV Trading LLC 0.05% Add +77.8% 1,138 $563K
Cedar Point Capital Partners, LLC 0.32% No change 1,134 $561K
Blue Trust, Inc. 0.01% Reduce -3.6% 1,132 $560K
Legacy Capital Group California, Inc. 0.17% New 1,132 $560K
Patron Partners, LLC 0.22% Reduce -3.3% 1,131 $560K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -6.3% 1,124 $556K
CENTRAL TRUST Co 0.01% Add +51.0% 1,119 $554K
Profund Advisors LLC 0.02% Add +2.1% 1,118 $553K
S.E.E.D. Planning Group LLC 0.15% Reduce -6.7% 1,117 $553K
Regatta Capital Group, LLC 0.07% Add +36.9% 1,114 $552K
Garner Asset Management Corp 0.18% Add +0.2% 1,111 $550K
Fosun International Ltd 0.13% No change 1,110 $550K
Fortitude Advisory Group L.L.C. 0.21% Reduce -3.2% 1,110 $549K
Capital Investment Counsel, Inc 0.06% No change 1,105 $547K
Citizens Financial Group Inc. 0.01% Add +53.8% 1,103 $546K
Barnes Pettey Financial Advisors, LLC 0.17% No change 1,100 $545K
Pacifica Partners Inc. 0.16% No change 1,149 $542K
Boothbay Fund Management, LLC 0.01% Reduce -48.5% 1,089 $539K
Vicus Capital 0.03% Reduce -19.3% 1,086 $538K
Founders Financial Alliance, LLC 0.07% Add +0.2% 1,082 $536K
CoreCap Advisors, LLC 0.02% Add +105.2% 1,073 $531K
Cigna Investments Inc. 0.07% Reduce -2.2% 1,072 $531K
Verity Asset Management, Inc. 0.20% No change 1,071 $530K
Hennion & Walsh Asset Management, Inc. 0.02% New 1,070 $530K
New Hampshire Trust 0.10% New 1,068 $529K
Chatterton & Associates Inc. 0.31% Reduce -18.2% 1,127 $527K
Baltimore-Washington Financial Advisors, Inc. 0.02% No change 1,062 $526K
Jacobi Capital Management LLC 0.03% Reduce -0.5% 1,061 $525K
Baker Avenue Asset Management, LP 0.01% New 1,058 $524K
Focus Partners Advisor Solutions, LLC 0.00% New 1,054 $522K
Carnegie Lake Advisors LLC 0.19% No change 1,048 $519K
Pettyjohn, Wood & White, Inc. 0.08% No change 1,047 $518K
ProVise Management Group, LLC 0.03% Reduce -3.8% 1,046 $518K
Cahill Financial Advisors Inc. 0.05% No change 1,044 $517K
Union Bancaire Privee, UBP SA 0.01% Reduce -1.6% 1,228 $516K
Founders Financial Securities LLC 0.03% Add +0.7% 1,039 $514K
SVB Wealth LLC 0.03% Reduce -4.1% 1,039 $514K
Carr Financial Group Corp 0.12% Add +51.8% 1,031 $511K
Parsons Capital Management Inc. 0.02% No change 1,022 $506K
Kooman & Associates 0.14% Add +0.4% 1,020 $505K
BKM Wealth Management, LLC 0.18% No change 1,018 $504K
Welch & Forbes LLC 0.01% No change 1,016 $503K
Castle Rock Wealth Management, LLC 0.10% Add +2.2% 1,038 $501K
Arkadios Wealth Advisors 0.01% Add +0.2% 1,011 $500K
Certified Advisory Corp 0.04% Add +0.2% 1,010 $500K
Keel Point, LLC 0.03% Add +2.9% 1,009 $500K
Wellington Shields & Co., LLC 0.11% No change 1,000 $495K
Kelly Financial Services LLC 0.11% Add +0.3% 996 $493K
Fort Point Capital Partners LLC 0.05% Reduce -5.3% 992 $491K
Hengehold Capital Management LLC 0.04% Add +1.3% 991 $491K
Eastern Bank 0.01% No change 990 $490K
Groupama Asset Managment 0.01% Reduce -4.6% 1,015 $490K
ABLE Financial Group, LLC 0.08% No change 986 $488K
Foster Group, Inc. 0.01% Add +5.9% 986 $488K
Live Oak Private Wealth LLC 0.06% No change 981 $486K
Impact Capital Partners LLC 0.13% Add +4.9% 980 $485K
Clark Capital Management Group, Inc. 0.00% Reduce -6.1% 979 $485K
Cary Street Partners Financial LLC 0.01% Add +11.0% 978 $484K
Bright Financial Advisors, Inc. 0.20% New 974 $482K
FMB Wealth Management 0.18% No change 974 $482K
Capstone Investment Advisors, LLC 0.00% Add +33.8% 961 $476K
XTX Topco Ltd 0.01% New 956 $473K
Fonville Wealth Management LLC 0.08% New 954 $472K
WealthPLAN Partners, LLC 0.09% No change 953 $472K
KTF Investments, LLC 0.05% No change 950 $470K
Optimize Financial Inc. 0.17% Reduce -0.3% 947 $469K
Sound Capital Solutions LLC 0.11% — 947 $469K
PDS Planning, Inc 0.03% Add +0.4% 941 $466K
Diversified Trust Co. 0.01% New 939 $465K
McAdam, LLC 0.02% Add +7.5% 930 $460K
Larson Financial Group LLC 0.01% Add +60.8% 928 $459K
Fragasso Financial Advisors Inc 0.02% Reduce -1.0% 923 $457K
Ellevest, Inc. 0.05% Reduce -14.8% 923 $457K
Chelsea Counsel Co. 0.19% No change 922 $456K
Certuity, LLC 0.02% Add +8.6% 920 $455K
Smart Money Group LLC 0.12% Add +0.2% 918 $455K
Hudock, Inc. 0.06% Add +0.1% 917 $454K
Caldwell Trust Co 0.04% No change 917 $454K
International Assets Investment Management, LLC 0.03% Add +0.4% 937 $452K
Ieq Capital, LLC 0.00% Reduce -3.3% 911 $451K
Biltmore Family Office, LLC 0.06% No change 910 $451K
Elyxium Wealth, LLC 0.05% New 909 $450K
71 West Capital Partners 0.02% Add +27.2% 907 $449K
Great Diamond Partners, LLC 0.08% Add +30.3% 904 $448K
Proficio Capital Partners LLC 0.02% New 903 $447K
Monetary Management Group Inc. 0.09% No change 900 $446K
MainStreet Investment Advisors LLC 0.06% Reduce -12.8% 899 $445K
Financial Engines Advisors L.L.C. 0.00% Add +1.0% 892 $442K
Private Management Group Inc. 0.01% No change 891 $441K
Bannerstone Capital Management, LLC 0.37% New 884 $438K
Sovereign Investment Advisors, LLC 0.08% No change 883 $437K
CX Institutional 0.01% Add +5.6% 882 $437K
Simmons Bank 0.02% Add +50.0% 882 $437K
South Shore Capital Advisors 0.29% No change 879 $435K
Worth Financial Advisory Group, LLC 0.18% New 879 $435K
Level Four Advisory Services, LLC 0.01% Add +0.6% 879 $435K
Rubicon Advisors, GP 0.32% Add +0.2% 879 $435K
Kera Capital Partners, Inc. 0.04% Add +44.3% 876 $434K
Leonteq Securities AG 0.03% Reduce -32.8% 874 $433K
Per Stirling Capital Management, LLC. 0.04% Add +0.1% 871 $431K
American National Bank & Trust 0.04% Reduce -2.0% 870 $431K
Second Line Capital, LLC 0.08% New 869 $430K
Bokf, NA 0.01% Add +0.3% 866 $429K
Key Financial Inc 0.07% No change 866 $429K
W1M Asset Management Ltd 0.00% Reduce -21.6% 862 $427K
Ethos Financial Group, LLC 0.03% Reduce -0.2% 928 $426K
ERn Financial, LLC 0.07% No change 861 $426K
Pine Harbor Wealth Management, LLC 0.11% No change 860 $426K
Mather Group, Llc. 0.00% Add +13.6% 860 $426K
Christine Messmer PC 0.24% Reduce -3.2% 851 $421K
Valmark Advisers, Inc. 0.00% New 848 $420K
Forefront Wealth Partners, LLC 0.13% New 844 $418K
New Republic Capital, LLC 0.10% Add +48.6% 841 $416K
Coastal Bridge Advisors, LLC 0.03% Add +0.8% 834 $413K
Archer Investment Corp 0.08% Add +1744.4% 830 $411K
Insigneo Advisory Services, LLC 0.02% Reduce -2.7% 830 $411K
Advisor OS, LLC 0.03% Reduce -4.3% 829 $410K
Basepoint Wealth LLC 0.23% No change 820 $406K
Frisch Financial Group, Inc. 0.07% New 819 $406K
Hills Bank & Trust Co 0.02% Add +3.9% 818 $405K
Affinity Investment Advisors, LLC 0.21% No change 817 $404K
West Michigan Advisors, LLC 0.08% Reduce -0.6% 813 $403K
Howe & Rusling Inc. 0.02% Add +3.0% 812 $402K
First Community Trust NA 0.18% No change 805 $399K
Independent Advisor Alliance 0.01% Add +22.6% 803 $398K
Advance Capital Management, Inc. 0.01% No change 803 $398K
Peregrine Asset Advisers, Inc. 0.08% Reduce -0.8% 790 $391K
Busey Bank 0.01% No change 789 $391K
Fulton Bank, N.A. 0.01% New 787 $390K
Venturi Wealth Management, LLC 0.01% New 780 $386K
Tradition Wealth Management, LLC 0.02% Add +1.0% 777 $385K
Lighthouse Investment Partners, LLC 0.01% Reduce -97.1% 775 $384K
Edmond DE Rothschild Holding S.A. 0.01% Add +458.0% 770 $381K
Alpha Zero LLC 0.14% Add +43.4% 813 $381K
Trademark Financial Management, LLC 0.16% Reduce -4.4% 768 $380K
Soltis Investment Advisors LLC 0.02% Add +3.8% 767 $380K
M. Kulyk & Associates, LLC 0.06% Reduce -0.9% 763 $378K
Accredited Investors Inc. 0.02% Add +0.9% 757 $375K
Maple Capital Management, Inc. 0.02% No change 753 $373K
Pavion Blue Capital, LLC 0.15% New 500 $371K
Gladstone Institutional Advisory LLC 0.01% Reduce -6.4% 747 $370K
Lanark Financial, Inc. 0.02% Reduce -2.0% 743 $368K
Smithfield Trust Co 0.01% Add +3.5% 746 $367K
Catalyst Financial Partners LLC 0.04% Add +6.0% 741 $367K
Clear Street Group Inc. 0.00% New 741 $367K
LexAurum Advisors, LLC 0.04% Add +4.2% 740 $366K
Essex Financial Services, Inc. 0.02% Reduce -20.6% 734 $363K
GTS Securities LLC 0.01% Reduce -22.9% 731 $362K
FSM Wealth Advisors, LLC 0.04% New 731 $362K
EverSource Wealth Advisors, LLC 0.01% Reduce -35.4% 727 $360K
Ironwood Investment Counsel, LLC 0.05% No change 722 $358K
Pallas Capital Advisors LLC 0.01% Add +0.1% 722 $358K
Cumberland Partners Ltd 0.02% Add +2.9% 721 $357K
Colonial Trust Co / SC 0.05% No change 719 $356K
Avidian Wealth Enterprises, LLC 0.01% Add +15.0% 719 $356K
Supplemental Annuity Collective Trust of NJ 0.09% Reduce -6.0% 714 $353K
Kickstand Ventures, Llc. 0.06% No change 712 $352K
First Business Financial Services, Inc. 0.03% Add +8.7% 712 $352K
Turtle Creek Wealth Advisors, LLC 0.02% Add +3.0% 709 $351K
Center for Financial Planning, Inc. 0.03% No change 707 $350K
Bradley Foster & Sargent Inc. 0.00% No change 706 $350K
Cherry Creek Investment Advisors, Inc. 0.14% Add +0.1% 700 $347K
Rothschild Wealth LLC 0.03% Reduce -0.6% 699 $346K
Welch Capital Partners LLC 0.07% No change 696 $345K
PCM Encore, LLC 0.06% Reduce -3.6% 697 $345K
LeClair Wealth Partners LLC 0.18% New 695 $344K
Washington Trust Bank 0.02% No change 695 $344K
AlphaGrep UK Ltd 0.10% Reduce -39.7% 694 $344K
Ruggaard & Associates LLC 0.12% No change 693 $343K
JFS Wealth Advisors, LLC 0.02% Add +0.1% 691 $342K
Plancorp, LLC 0.01% Reduce -1.2% 742 $342K
Capital Investment Advisory Services, LLC 0.02% No change 684 $338K
Milestone Asset Management, LLC 0.05% Add +0.3% 681 $337K
Flagstone Financial Management 0.08% No change 681 $337K
Vantage Point Financial LLC 0.10% Add +2.6% 680 $337K
Bishop & Co Investment Management, LLC 0.10% Reduce -25.9% 680 $337K
HighPoint Advisor Group LLC 0.01% Add +0.3% 680 $337K
55 North Private Wealth, LLC 0.07% New 677 $335K
Baron Wealth Management LLC 0.09% New 675 $334K
Johnson Investment Counsel Inc. 0.00% Add +1.8% 671 $332K
Phillips Wealth Planners LLC 0.24% Reduce -0.1% 706 $331K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.8% 668 $331K
Citizens & Northern Corp. 0.08% No change 666 $330K
Diligent Investors, LLC 0.07% Add +0.1% 666 $330K
Krilogy Financial LLC 0.01% Add +0.1% 665 $329K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 664 $329K
Values First Advisors, Inc. 0.15% Reduce -2.4% 664 $329K
Aries Wealth Management 0.06% No change 660 $327K
Penserra Capital Management LLC 0.00% Add +3.6% 659 $325K
Wilmington Savings Fund Society, FSB 0.01% Add +17.6% 654 $324K
Alessandra Capital Management, LLC 0.23% No change 651 $322K
McCarter Private Wealth Services LLC 0.11% Reduce -46.2% 650 $322K
Calamos Wealth Management LLC 0.01% Reduce -72.5% 650 $322K
Howard Capital Management, LLC 0.00% New 647 $320K
NWF Advisory Services Inc. 0.03% Add +2.4% 647 $320K
Financial Management Professionals, Inc. 0.03% Add +1304.3% 646 $320K
SevenBridge Financial Group, LLC 0.05% No change 725 $320K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -1.2% 645 $319K
First Command Advisory Services, Inc. 0.00% Add +14.4% 643 $318K
Northwest Bancshares, Inc. 0.06% Add +11.9% 641 $317K
Stenger Family Office, LLC 0.05% Reduce -0.6% 641 $317K
L2 Asset Management, LLC 0.03% Add +5.6% 641 $317K
ARS Wealth Advisors Group, LLC 0.02% Add +1.1% 640 $317K
FourThought Financial Partners, LLC 0.02% Add +0.2% 638 $316K
Freestone Capital Holdings, LLC 0.01% Reduce -0.5% 635 $314K
Burke & Herbert Bank & Trust Co. 0.08% No change 635 $314K
CWA Asset Management Group, LLC 0.01% Add +13.2% 635 $314K
Great Waters Wealth Management 0.03% No change 634 $314K
Americana Partners, LLC 0.01% New 634 $314K
Malaga Cove Capital, LLC 0.10% Reduce -21.5% 632 $313K
Annis Gardner Whiting Capital Advisors, LLC 0.05% No change 630 $312K
Palisade Capital Management, LP 0.02% Add +2.9% 630 $312K
Schnieders Capital Management, Llc. 0.04% New 628 $311K
Crawford Investment Counsel Inc. 0.01% No change 627 $310K
Stonebridge Financial Group, LLC 0.04% — 626 $309K
Tiemann Investment Advisors, LLC 0.11% No change 623 $309K
VSM Wealth Advisory, LLC 0.08% No change 623 $309K
Wilkerson Advisory Group LLC 0.09% Reduce -10.4% 622 $308K
Armstrong Advisory Group, Inc. 0.02% No change 621 $307K
Gouws Capital LLC 0.14% No change 619 $306K
Gryphon Financial Partners LLC 0.03% Add +5.8% 619 $306K
Lynx Investment Advisory 0.10% New 615 $304K
Copley Financial Group, Inc. 0.18% Reduce -41.4% 614 $304K
Fairview Capital Investment Management, LLC 0.02% No change 614 $304K
Greenwood Gearhart LLC 0.01% Add +2.2% 613 $303K
Breakwater Capital Group 0.04% Add +0.2% 610 $302K
American Trust 0.02% New 610 $302K
Strategic Financial Services, Inc. 0.01% No change 610 $302K
West Family Investments, Inc. 0.09% New 608 $301K
Smith Salley Wealth Management 0.01% New 608 $301K
Accel Wealth Management 0.07% Add +0.2% 606 $300K
Cove Private Wealth, LLC 0.06% No change 605 $300K
S&co Inc. 0.02% New 605 $299K
Fiduciary Wealth Partners, LLC 0.16% Add +0.5% 603 $299K
Investment Partners, LTD. 0.09% New 601 $298K
Petix & Botte Co 0.06% Add +100.0% 600 $297K
Burling Wealth Partners, LLC 0.04% No change 600 $297K
Black Swift Group, LLC 0.04% New 600 $297K
South Street Advisors LLC 0.04% No change 600 $297K
Battery Global Advisors, LLC 0.15% No change 598 $296K
World Investment Advisors 0.00% Add +0.4% 816 $296K
KCM Investment Advisors LLC 0.01% Reduce -1.6% 598 $296K
Ticino Wealth 0.09% Add +3.1% 592 $293K
Traynor Capital Management, Inc. 0.01% Add +2.4% 591 $292K
Purewater Capital LLC 0.21% Reduce -0.7% 587 $291K
Concentric Capital Strategies, LP 0.02% New 586 $290K
Trustmark Bank Trust Department 0.02% New 585 $290K
Fidelis Capital Partners, LLC 0.02% Add +0.5% 585 $290K
United Asset Strategies, Inc. 0.02% No change 580 $287K
Paladin Wealth, LLC 0.17% Reduce -10.9% 580 $287K
Shelton Capital Management 0.01% Reduce -5.3% 578 $286K
Cidel Asset Management Inc. 0.01% No change 574 $284K
Stokes Family Office, LLC 0.03% Reduce -6.8% 574 $284K
RB Capital Management, LLC 0.06% Add +0.3% 573 $284K
Hanson & Doremus Investment Management 0.03% Reduce -3.6% 569 $282K
Summit Wealth Group LLC / Co. 0.02% New 569 $282K
Crescent Grove Advisors, LLC 0.02% No change 568 $281K
Badgley Phelps Wealth Managers, LLC 0.00% Reduce -28.9% 567 $281K
Merrion Investment Management Co, LLC 0.13% No change 566 $280K
Parkside Financial Bank & Trust 0.02% Add +0.2% 566 $280K
Brown Miller Wealth Management, LLC 0.07% No change 565 $280K
Stonebrook Private Inc. 0.05% New 564 $279K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -2.6% 564 $279K
Falcon Wealth Planning 0.02% Reduce -5.0% 564 $279K
Fagan Associates, Inc. 0.03% No change 561 $278K
First Interstate Bank 0.01% New 561 $278K
Cannell & Spears LLC 0.01% No change 560 $277K
Foguth Wealth Management, LLC. 0.03% Add +4.5% 602 $276K
Avior Wealth Management, LLC 0.01% New 554 $274K
Almanack Investment Partners, LLC. 0.03% New 551 $273K
Mission Wealth Management, LP 0.00% New 550 $272K
Seamount Financial Group Inc. 0.11% New 550 $272K
Wealth Watch Advisors, INC 0.09% New 550 $272K
Integrated Investment Consultants, LLC 0.05% Reduce -37.6% 548 $271K
Signature Estate & Investment Advisors LLC 0.00% Reduce -17.8% 548 $271K
Canopy Partners, LLC 0.08% New 546 $270K
Conning Inc. 0.01% New 546 $270K
Nichols & Pratt Advisers LLP 0.02% New 540 $267K
Ingalls & Snyder LLC 0.01% New 540 $267K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 539 $267K
Boston Trust Walden Corp 0.00% New 538 $266K
Southern Capital Advisors, LLC 0.11% New 537 $266K
Summitry LLC 0.01% New 536 $265K
Angeles Wealth Management, LLC 0.01% New 534 $264K
Walker Asset Management, LLC 0.13% New 531 $263K
Rothschild Investment LLC 0.01% Add +32.1% 531 $263K
City State Bank 0.06% No change 530 $262K
WealthPlan Investment Management, LLC 0.01% New 530 $262K
City Holding Co. 0.03% Add +1.9% 530 $262K
Sapient Capital LLC 0.00% Reduce -54.4% 528 $261K
Cornerstone Wealth Management, LLC 0.01% Reduce -9.6% 527 $261K
Icon Wealth Advisors, LLC 0.02% New 527 $261K
Beacon Financial Advisory LLC 0.05% New 526 $260K
Clear Creek Financial Management, LLC 0.02% New 526 $260K
Heritage Wealth Management, Inc. 0.07% New 526 $260K
Raab & Moskowitz Asset Management LLC 0.05% New 525 $260K
Woodmont Investment Counsel LLC 0.01% New 524 $259K
Simplify Asset Management Inc. 0.00% Reduce -8.4% 520 $257K
Crux Wealth Advisors 0.09% New 517 $256K
PCG Asset Management, LLC 0.18% New 512 $253K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -8.8% 510 $253K
Accurate Wealth Management, LLC 0.02% Add +3.7% 531 $251K
McClarren Financial Advisors, Inc. 0.13% New 505 $250K
Fourpath Capital Management, LLC 0.03% New 504 $250K
White Pine Investment CO 0.05% New 500 $248K
Tevis Investment Management 0.14% New 500 $248K
BDFS Capital LLC 0.11% New 500 $248K
Strategic Financial Concepts, LLC 0.07% Reduce -37.2% 500 $248K
Petersen Hastings Wealth Advisors Inc. 0.02% New 500 $248K
Dana Investment Advisors, Inc. 0.01% New 500 $248K
Pring Turner Capital Group Inc. 0.14% No change 560 $247K
SageView Advisory Group, LLC 0.01% New 499 $247K
AdvisorNet Financial, Inc 0.01% Reduce -2.2% 498 $247K
Florida Trust Wealth Management Co 0.01% New 498 $247K
True North Advisors, LLC 0.02% Reduce -32.0% 496 $245K
Wynn Capital, LLC 0.11% New 495 $245K
Aspetuck Financial Management LLC 0.14% New 492 $244K
Lotus Asset Management LLC 0.22% — 491 $243K
Sfmg, LLC 0.01% New 491 $243K
Goldenstone Wealth Management LLC 0.16% New 490 $243K
Bank of Nova Scotia Trust Co. 0.02% New 490 $243K
Rathbones Group PLC 0.00% New 490 $243K
JM2 Capital Inc. 0.17% New 488 $242K
Kathmere Capital Management, LLC 0.01% New 484 $240K
First Horizon Corp. 0.01% Add +469.4% 484 $240K
Legacy Financial Group, Inc. 0.06% New 482 $239K
LS Investment Advisors, LLC 0.03% Reduce -16.5% 480 $238K
Smith Chas P & Associates Pa Cpas 0.01% New 478 $237K
Aljian Capital Management, LLC 0.04% New 475 $235K
Sicart Associates LLC 0.06% New 475 $235K
May Hill Capital, LLC 0.05% New 474 $235K
DiNuzzo Private Wealth, Inc. 0.02% No change 474 $235K
Graticule Asia Macro Advisors LLC 0.02% New 471 $233K
Cox Capital Mgt LLC 0.13% New 467 $231K
Sepio Capital, LP 0.01% New 465 $230K
STG Securities, LLC 0.25% — 464 $230K
Advisortrust Partners, LLC 0.08% New 463 $229K
Prosperity Consulting Group, LLC 0.01% New 462 $229K
Sigma Investment Counselors Inc. 0.01% New 461 $228K
Fi3 FINANCIAL ADVISORS, LLC 0.05% New 4,189 $228K
Mitchell McLeod Pugh & Williams Inc. 0.03% New 460 $228K
TFC Financial Management, Inc. 0.03% No change 459 $227K
Jupiter Asset Management Ltd. 0.00% New 453 $224K
Howard Bailey Securities, LLC 0.08% New 452 $224K
Chung Wu Investment Group, LLC 0.15% Reduce -15.1% 450 $223K
Edge Wealth Management LLC 0.04% New 450 $223K
Chase Investment Counsel Corp. 0.05% New 447 $221K
Ashton Thomas Private Wealth, LLC 0.00% New 444 $220K
KRS Capital Management, LLC 0.10% New 443 $219K
Xcelsior Advisor Partners LLC 0.03% New 442 $219K
Centric Wealth Management 0.03% No change 545 $218K
Westhampton Capital, LLC 0.09% New 440 $218K
Blue Chip Partners, LLC 0.01% New 440 $218K
Balboa Wealth Partners 0.03% Reduce -51.4% 438 $217K
NBT Bank, N.A. 0.01% Reduce -1.1% 437 $216K
Walser Wealth Management Company, A Ltd Liability Co 0.09% New 433 $214K
Wellspring Financial Advisors, LLC 0.01% Reduce -42.2% 431 $214K
Romano Brothers and Company 0.02% New 431 $213K
Bell Bank 0.01% New 431 $213K
Mosaic Family Wealth Partners, LLC 0.01% New 430 $213K
Quantum Financial Advisors, LLC 0.02% New 430 $213K
Norden Group LLC 0.02% New 430 $213K
DUTCH ASSET Corp 0.11% New 429 $213K
Sax Wealth Advisors, LLC 0.01% New 591 $212K
AssuredPartners Investment Advisors, LLC 0.02% Reduce -39.2% 426 $211K
Argos Wealth Advisors, LLC 0.06% New 426 $211K
Independent Financial Group, LLC 0.00% New 426 $211K
Biondo Investment Advisors, LLC 0.03% New 425 $210K
Bouchey Financial Group, Ltd. 0.01% New 425 $210K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +4.7% 425 $210K
Mraz, Amerine & Associates, Inc. 0.03% New 419 $207K
Nicolet Bankshares Inc. 0.01% New 419 $207K
Outlook Wealth Advisors, LLC 0.04% New 418 $207K
Evergreen Capital Management LLC 0.00% New 418 $207K
Headinvest, LLC 0.04% New 417 $206K
Wealth Alliance Advisory Group, LLC 0.03% New 417 $206K
Defiance ETFs, LLC 0.00% New 427 $206K
Alta Advisers Ltd 0.05% New 416 $206K
Coastline Trust Co 0.02% No change 414 $205K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -21.4% 437 $205K
Alliance Wealth Management Group 0.04% New 413 $204K
Towercrest Capital Management 0.03% New 413 $204K
Platform Technology Partners 0.03% New 410 $203K
Ring Mountain Capital, LLC 0.09% New 410 $203K
Modern Wealth Management, LLC 0.00% New 409 $202K
Destiny Wealth Partners, LLC 0.03% New 421 $202K
Paragon Capital Management Ltd 0.04% New 408 $202K
Bridgewealth Advisory Group, LLC 0.04% New 408 $202K
Leading Edge Financial Planning LLC 0.04% New 406 $201K
Swiss Re Ltd. 0.02% New 406 $201K
Intrua Financial, LLC 0.02% New 405 $201K
Everpar Advisors LLC 0.06% New 405 $201K
PFG Advisors 0.01% New 405 $201K
Cary Street Partners Investment Advisory LLC 0.04% Add +30.3% 400 $198K
Estabrook Capital Management 0.03% No change 400 $198K
Thompson Investment Management, Inc. 0.02% No change 400 $198K
Valley National Advisers Inc. 0.02% No change 399 $198K
Innovative Asset Advisors Group, LLC 0.09% Add +0.5% 394 $195K
Trust Co. of Toledo NA 0.02% No change 380 $188K
Crews Bank & Trust 0.02% No change 374 $185K
Navigoe, LLC 0.09% Add +0.8% 356 $176K
CVA Family Office, LLC 0.02% Add +2.6% 355 $176K
Institute for Wealth Management, LLC. 0.02% New 346 $171K
Cromwell Holdings LLC 0.08% Add +4.5% 346 $171K
HHM Wealth Advisors, LLC 0.02% No change 340 $168K
SHP Wealth Management 0.01% Add +634.8% 338 $167K
St Germain D J Co. Inc. 0.01% Reduce -1.8% 335 $166K
Tobam 0.04% Reduce -56.2% 328 $162K
Murphy & Mullick Capital Management Corp 0.10% No change 326 $161K
Keating Financial Advisory Services, Inc. 0.02% Add +8.4% 322 $159K
Morse Asset Management, Inc 0.03% Add +534.0% 317 $157K
Continuum Advisory, LLC 0.01% New 315 $156K
Nemes Rush Group LLC 0.01% No change 311 $154K
CYBER HORNET ETFs LLC 0.09% Reduce -1.3% 305 $151K
Oakworth Capital, Inc. 0.01% No change 304 $150K
Cohen & Steers, Inc. 0.00% No change 300 $149K
Decker Retirement Planning Inc. 0.05% New 300 $149K
Addison Advisors LLC 0.07% Reduce -2.7% 291 $144K
1620 Investment Advisors, Inc. 0.09% No change 287 $142K
SBI Securities Co., Ltd. 0.00% Reduce -32.6% 285 $141K
Bell Investment Advisors, Inc 0.02% Add +0.4% 280 $139K
Strategic Investment Advisors / MI 0.01% New 273 $135K
Hantz Financial Services, Inc. 0.00% Add +17.0% 255 $126K
Country Trust Bank 0.00% No change 254 $126K
Hazlett, Burt & Watson, Inc. 0.03% Add +2.4% 255 $125K
Basecamp Wealth Advisors LLC 0.02% Reduce -3.8% 252 $125K
Wellington Shields Capital Management, LLC 0.02% No change 250 $124K
Johnson Financial Group, Inc. 0.00% Reduce -3.9% 245 $121K
Bullseye Investment Management, LLC 0.06% No change 242 $120K
Maj Invest Holding A/S 0.01% No change 240 $119K
New England Capital Financial Advisors LLC 0.03% Reduce -4.0% 240 $119K
Kelleher Financial Advisors 0.02% Add +32.0% 235 $116K
Manchester Capital Management LLC 0.01% Add +152.2% 232 $115K
Independence Bank of Kentucky 0.01% Reduce -2.5% 230 $114K
Quent Capital, LLC 0.01% Add +7.5% 229 $113K
Breakwater Investment Management 0.04% Add +0.4% 227 $112K
Asset Dedication, LLC 0.01% Reduce -20.6% 227 $112K
Hoese & Co LLP 0.07% No change 225 $111K
Spire Wealth Management 0.00% Add +32.7% 223 $111K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -7.9% 222 $110K
Zions Bancorporation, National Association 0.01% Reduce -8.7% 221 $109K
Security National Bank of So Dak 0.05% New 206 $102K
Princeton Global Asset Management LLC 0.01% No change 206 $102K
Aventura Private Wealth, LLC 0.03% Add +2.6% 195 $97K
Manning & Napier Advisors LLC 0.00% No change 185 $92K
Roble, Belko & Company, Inc 0.01% No change 175 $87K
Asset Planning,Inc 0.06% No change 173 $86K
Oslo Pensjonsforsikring AS 0.01% No change 169 $84K
Tiaa Trust, National Association 0.00% Reduce -88.3% 165 $82K
State of Wyoming 0.01% New 162 $80K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +33.3% 160 $79K
Silver Grove Financial Group, Inc. 0.04% Add +887.5% 158 $78K
Towne Trust Company, N.A 0.02% No change 154 $76K
Steigerwald, Gordon & Koch Inc. 0.01% Add +14.1% 154 $76K
S&T Bank 0.02% No change 150 $74K
Deseret Mutual Benefit Administrators 0.02% Reduce -19.0% 149 $74K
Bullock Wealth Management Group 0.03% Add +0.7% 152 $73K
IFG Advisory, LLC 0.00% New 144 $71K
Grove Bank & Trust 0.01% Add +52.1% 143 $71K
NBH Bank 0.03% — 142 $70K
Ameriflex Group, Inc. 0.03% Add +8.5% 141 $70K
Rogco, LP 0.02% No change 139 $69K
Strategic Wealth Partners, Ltd. 0.00% No change 134 $66K
Flagship Wealth Advisors, LLC 0.01% No change 133 $66K
Bay Harbor Wealth Management, LLC 0.01% Reduce -10.3% 131 $65K
Strategic Investment Solutions, Inc. 0.01% No change 129 $64K
Sachetta, LLC 0.03% Add +13.3% 128 $64K
Parvin Asset Management, LLC 0.05% No change 125 $62K
IMA Advisory Services, Inc. 0.00% No change 125 $62K
Financial Gravity Companies, Inc. 0.01% — 120 $59K
Owl Creek Wealth Partners LLC 0.02% No change 114 $56K
Motco 0.00% Add +1.8% 114 $56K
First United Bank & Trust 0.02% Add +17.7% 113 $56K
Bayban 0.04% Reduce -6.7% 112 $55K
Financial Perspectives, Inc 0.01% No change 112 $55K
Maryland Capital Advisors Inc. 0.02% — 111 $55K
Transamerica Financial Advisors, LLC 0.00% Add +74.2% 108 $54K
Rexford Capital Inc. 0.03% No change 100 $50K
Citizens National Bank Trust Department 0.01% No change 100 $50K
Knights of Columbus Asset Advisors LLC 0.00% No change 100 $50K
Dynamic Wealth Strategies, LLC 0.02% Reduce -7.8% 94 $47K
West Branch Capital LLC 0.01% Add +21.3% 91 $45K
Community Bank, N.A. 0.00% No change 90 $45K
Elevation Wealth Partners, LLC 0.01% Add +700.0% 88 $44K
Prestige Wealth Management Group LLC 0.01% Add +2.4% 86 $43K
Copos Capital B.V. 0.01% — 86 $43K
Cassaday & Co Wealth Management LLC 0.00% No change 86 $42K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 82 $41K
Fortitude Family Office, LLC 0.01% Add +12.7% 80 $40K
Fairscale Capital, LLC 0.02% No change 79 $39K
USA Financial Formulas 0.01% — 79 $39K
Pinnacle Bancorp, Inc. 0.01% No change 74 $37K
MV Capital Management, Inc. 0.00% Add +1.4% 73 $36K
Tsfg, LLC 0.00% Add +42.0% 71 $35K
Signature Equity Partners, LLC 0.02% Reduce -7.9% 70 $35K
Essex Investment Management Co. LLC 0.00% No change 70 $35K
SOA Wealth Advisors, LLC. 0.01% New 69 $34K
Bogart Wealth, LLC 0.00% Add +13.1% 69 $34K
Hilltop National Bank 0.01% No change 65 $32K
Guardian Partners Inc. 0.00% New 65 $32K
Delta Asset Management LLC 0.00% No change 65 $32K
Valley Wealth Managers, Inc. 0.00% No change 65 $32K
Darwin Wealth Management, LLC 0.01% Add +1.6% 64 $32K
WealthCollab, LLC 0.01% No change 64 $32K
Game Plan Financial Advisors, LLC 0.01% No change 64 $32K
Foster Dykema Cabot & Partners, LLC 0.00% No change 64 $32K
Bruce G. Allen Investments, LLC 0.02% No change 63 $31K
Rosenberg Matthew Hamilton 0.01% No change 62 $31K
Glen Eagle Advisors, LLC 0.00% Reduce -24.7% 61 $30K
Kennebec Savings Bank 0.02% New 60 $30K
Millstone Evans Group, LLC 0.02% Add +34.1% 59 $29K
IAG Wealth Partners, LLC 0.00% Reduce -54.0% 57 $28K
Albion Financial Group 0.00% No change 57 $28K
Joseph Group Capital Management 0.01% Add +57.1% 55 $27K
West Paces Advisors Inc. 0.00% New 55 $27K
Plante Moran Financial Advisors, LLC 0.00% New 55 $27K
Copeland Capital Management, LLC 0.00% No change 54 $27K
Indiana Trust & Investment Management Co 0.01% No change 53 $26K
Pittenger & Anderson Inc. 0.00% No change 51 $25K
Birchbrook, Inc. 0.01% No change 50 $25K
Virtus Advisers, LLC 0.01% New 50 $25K
Mascoma Wealth Management LLC 0.00% No change 50 $25K
Toews Corp. 0.00% New 50 $25K
Quintet Private Bank (Europe) S.A. 0.00% No change 50 $25K
Orion Capital Management LLC 0.01% Add +19.5% 49 $24K
GW&K Investment Management, LLC 0.00% Reduce -2.0% 49 $24K
Richardson Financial Services Inc. 0.01% No change 48 $24K
Arlington Trust Co LLC 0.00% No change 48 $24K
Holos Integrated Wealth LLC 0.01% No change 50 $23K
True Wealth Design, LLC 0.01% Add +130.0% 46 $23K
JPL Wealth Management, LLC 0.00% Add +80.0% 45 $22K
Kemnay Advisory Services Inc. 0.00% Reduce -2.2% 44 $22K
Seneschal Advisors, LLC 0.01% No change 42 $21K
Rakuten Securities, Inc. 0.00% Reduce -71.8% 42 $21K
N.E.W. Advisory Services LLC 0.00% No change 41 $20K
Salomon & Ludwin, LLC 0.00% No change 40 $19K
Capital Advisors, Ltd. LLC 0.00% No change 38 $19K
Salem Investment Counselors Inc. 0.00% Add +11.8% 38 $19K
Paladin Advisory Group, LLC 0.01% No change 37 $18K
CNB Bank 0.01% No change 36 $18K
Vanguard National Trust Co 0.00% No change 36 $18K
Rossby Financial, LCC 0.00% Reduce -39.7% 35 $17K
Raffa Wealth Management, LLC 0.00% Add +9.7% 34 $17K
Physician Wealth Advisors, Inc. 0.00% Add +79.0% 34 $17K
Fiduciary Financial Advisors 0.00% New 36 $17K
Bare Financial Services, Inc 0.00% Add +28.0% 32 $16K
Westfuller Advisors, LLC 0.01% Add +10.7% 31 $16K
SJS Investment Consulting Inc. 0.00% Reduce -36.2% 30 $15K
Gen-Wealth Partners Inc 0.00% No change 30 $15K
Triumph Capital Management 0.00% Add +7.4% 29 $15K
Virginia Estate & Retirement Planning Advisors Inc. 0.02% No change 29 $14K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 29 $14K
Avion Wealth 0.00% Add +57.9% 30 $14K
Harvest Fund Management Co., Ltd 0.00% No change 28 $14K
Marquette Asset Management, LLC 0.00% Add +12.0% 28 $14K
Cornerstone Financial Management LLC 0.01% Add +100.0% 28 $14K
Dogwood Wealth Management LLC 0.01% Add +22.7% 27 $13K
United Community Bank 0.00% No change 27 $13K
Colonial Trust Advisors 0.00% New 27 $13K
NorthAvenue LLC 0.01% No change 26 $13K
Summit Securities Group LLC 0.00% Add +44.4% 26 $13K
LifeSteps Financial, Inc. 0.01% New 25 $12K
Downshift Financial, LLC 0.01% New 25 $12K
Ogorek Anthony Joseph /NY/ 0.00% No change 22 $10K
McGuire Capital Advisors Inc. 0.01% Add +900.0% 20 $10K
Boyd Watterson Asset Management LLC 0.00% No change 20 $10K
Rialto Wealth Management, LLC 0.00% Add +100.0% 20 $10K
Harbor Investment Advisory, LLC 0.00% New 20 $10K
J.Safra Asset Management Corp 0.00% No change 20 $10K
Chilton Capital Management LLC 0.00% No change 20 $10K
Alpine Bank Wealth Management 0.00% New 19 $9K
Axiom Investment Management LLC 0.01% No change 18 $9K
TD Capital Management LLC 0.00% Reduce -19.1% 17 $8K
Cornerstone Planning Group LLC 0.00% Add +50.0% 18 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 16 $8K
Solstein Capital, LLC 0.00% No change 16 $8K
Private Wealth Management Group, LLC 0.00% Add +150.0% 15 $7K
JNBA Financial Advisors 0.00% No change 15 $7K
Financial Network Wealth Advisors LLC 0.01% New 15 $7K
United Financial Planning Group LLC 0.00% Reduce -65.1% 15 $7K
Hughes Financial Services, LLC 0.00% Add +87.5% 15 $7K
Gleason Group, Inc. 0.00% New 15 $7K
Dunhill Financial, LLC 0.00% No change 14 $7K
McDonald Partners LLC 0.00% Reduce -99.9% 14 $7K
Synergy Investment Management, LLC 0.00% Add +66.7% 15 $7K
Sittner & Nelson, LLC 0.00% No change 13 $6K
Ares Financial Consulting, LLC 0.00% No change 13 $6K
Essential Partners LLC 0.00% No change 13 $6K
Highline Wealth Partners LLC 0.00% Add +44.4% 13 $6K
Strategic Wealth Advisors LLC 0.01% No change 17 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 12 $6K
Creative Financial Designs Inc. 0.00% No change 11 $5K
Investors Research Corp 0.00% No change 11 $5K
High Note Wealth, LLC 0.00% Add +120.0% 11 $5K
Medallion Wealth Advisors, LLC 0.00% Add +10.0% 11 $5K
Capital Analysts, LLC 0.00% Reduce -23.1% 10 $5K
Sawyer & Company, Inc 0.00% No change 10 $5K
Webster Bank, N. A. 0.00% New 10 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 9 $4K
Kilter Group LLC 0.00% Reduce -10.0% 9 $4K
Burk Holdings LLC 0.00% No change 9 $4K
Creative Capital Management Investments LLC 0.00% New 9 $4K
BOK Financial Private Wealth, Inc. 0.00% New 9 $4K
Harborfront Financial Group LLC 0.02% — 8 $4K
Imprint Wealth LLC 0.02% No change 8 $4K
Evolution Wealth Management Inc. 0.00% New 8 $4K
PFS Partners, LLC 0.00% No change 8 $4K
Aspect Partners, LLC 0.00% Reduce -38.5% 8 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 8 $4K
Entrust Financial LLC 0.00% No change 7 $3K
Corsicana & Co. 0.00% No change 7 $3K
Activest Wealth Management 0.00% Add +133.3% 7 $3K
Anchor Investment Management, LLC 0.00% No change 7 $3K
Hollencrest Capital Management 0.00% No change 7 $3K
Wolff Wiese Magana LLC 0.00% No change 6 $3K
Fairman Group, LLC 0.00% No change 6 $3K
Greykasell Wealth Strategies, Inc. 0.00% No change 6 $3K
Heritage Wealth Advisors 0.00% No change 6 $3K
DecisionPoint Financial, LLC 0.00% Add +50.0% 6 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 7 $3K
Abound Wealth Management 0.00% Reduce -66.7% 5 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 5 $2K
WPG Advisers, LLC 0.00% Add +25.0% 5 $2K
Planning Strategies Inc. 0.00% — 5 $2K
IFS Advisors, LLC 0.00% No change 5 $2K
Mb, Levis & Associates, LLC 0.00% New 5 $2K
Fairway Wealth LLC 0.00% No change 5 $2K
Park Place Capital Corp 0.00% No change 5 $2K
NFSG Corp 0.00% No change 5 $2K
Caitlin John, LLC 0.00% No change 4 $2K
Financial Life Planners 0.00% No change 4 $2K
Coston, McIsaac & Partners 0.00% No change 6 $2K
American Capital Advisory, LLC 0.00% Add +33.3% 4 $2K
1015 Capital Partners, LLC 0.00% No change 4 $2K
Chesapeake Asset Management LLC 0.00% New 4 $2K
Advocate Investing Services LLC 0.00% No change 4 $2K
Nvest Wealth Strategies, Inc. 0.00% No change 3 $1K
TOWER TRUST & INVESTMENT Co 0.00% New 3 $1K
Hara Capital LLC 0.00% No change 3 $1K
Principia Wealth Advisory, LLC 0.00% Add +50.0% 3 $1K
Signature Resources Capital Management, LLC 0.00% No change 3 $1K
Marshall Investment Management, LLC 0.00% New 3 $1K
Torren Management, LLC 0.00% No change 2 $1K
Retirement Wealth Solutions LLC 0.00% No change 2 $991
Cherry Tree Wealth Management, LLC 0.00% No change 2 $991
Trifecta Capital Advisors, LLC 0.00% New 2 $991
Davis Capital Management 0.00% Add +100.0% 2 $990
Hickory Point Bank & Trust 0.00% No change 2 $990
Nova Wealth Management, Inc. 0.00% Reduce -66.7% 2 $990
Operose Advisors LLC 0.00% New 2 $990
Trust Co 0.00% No change 2 $990
Buck Wealth Strategies, LLC 0.00% New 2 $990
Geneos Wealth Management Inc. 0.00% No change 2 $990
Cedar Mountain Advisors, LLC 0.00% No change 1 $511
3 Factor Indexing, LLC 0.00% No change 1 $496
Financial Consulate, Inc. 0.00% No change 1 $496
Quaker Wealth Management, LLC 0.00% No change 1 $496
Beaird Harris Wealth Management, LLC 0.00% No change 1 $496
Benson Wealth Management INC 0.00% No change 1 $495
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 1 $495
Stone House Investment Management, LLC 0.00% New 1 $495
Compass Financial Management LLC 0.00% — 1 $495
Evolution Advisers, Inc. 0.00% New 1 $0

"% of holder's portfolio" is ROK's weight in each manager's 13F, not the share of Rockwell Automation Inc. the manager owns.