Shell PLC-ADRSHEL

13F holders, Q1 2024 (March 31)
1,343holders
11famous investors
$66.98avg. 13F price*

At the end of Q1 2024, 1,343 institutions reported holding Shell PLC-ADR (SHEL) in their 13F filings. The largest holders were FMR LLC ($3.2B), Fisher Asset Management ($1.6B) and Dimensional Fund Advisors LP ($1.5B). 11 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Steve Cohen (0.6% of Point72 Asset Management's portfolio) and David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio).

Company
Shell PLC-ADR
CUSIP
780259305
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions103$309.9M
Exits72$206.5M

Ownership 1,343 holders

FMR LLC 0.22% Add +13.4% 47,799,659 $3.2B
Fisher Asset Management 0.73% Add +2.6% 23,412,174 $1.6B
Dimensional Fund Advisors LP 0.41% Add +0.1% 22,625,768 $1.5B
Eagle Capital Management LLC 4.12% Reduce -3.7% 15,882,173 $1.1B
Orbis Allan Gray Ltd 4.15% Add +20.3% 10,321,798 $692.0M
Morgan Stanley 0.05% Add +11.8% 9,990,361 $669.8M
Bank of America Corp. 0.06% Add +6.0% 9,627,411 $645.4M
BlackRock Inc. 0.01% Reduce -1.1% 8,827,397 $591.8M
Wellington Management Group LLP 0.10% Reduce -2.5% 8,243,957 $552.7M
Hotchkis & Wiley Capital Management LLC 1.54% Add +8.0% 6,874,205 $460.8M
T. Rowe Price Associates Inc. 0.06% Add +13.0% 6,715,078 $450.2M
Franklin Resources Inc. 0.13% Add +1.7% 6,279,239 $421.0M
Millennium Management 0.30% Add +21.2% 5,145,522 $345.0M
Standard Investments LLC 22.94% Add +5.7% 5,125,000 $343.6M
Mawer Investment Management Ltd. 1.59% Reduce -4.3% 5,098,763 $341.8M
Goldman Sachs Group Inc. 0.06% Add +1.4% 4,370,313 $293.0M
D. E. Shaw & Co. 0.39% Add +935.0% 4,235,707 $284.0M
Pzena Investment Management LLC 0.90% Reduce -0.1% 3,893,439 $261.0M
Royal Bank of Canada 0.06% Reduce -1.8% 3,641,161 $244.1M
Holocene Advisors, LP 0.88% Add +537.1% 3,568,238 $239.2M
Rockefeller Capital Management L.P. 0.66% Add +3.5% 3,368,667 $225.8M
Lord, Abbett & Co. LLC 0.66% Reduce -12.2% 3,043,113 $204.0M
Point72 Asset Management 0.55% Add +17.8% 2,805,749 $188.1M
Northern Trust Corp. 0.03% Add +0.7% 2,712,975 $181.9M
Pale Fire Capital SE 24.68% Add +14.0% 2,641,092 $177.1M
Nuveen Asset Management, LLC 0.05% Reduce -13.5% 2,591,265 $173.6M
Wells Fargo & Company 0.05% Reduce -0.2% 2,555,348 $171.3M
Amundi 0.07% Reduce -10.5% 2,344,496 $166.5M
Westwood Global Investments, LLC 7.47% Add +1.2% 2,446,144 $164.0M
Mondrian Investment Partners LTD 2.01% Add +83.2% 2,187,872 $146.7M
Envestnet Asset Management Inc. 0.05% Add +0.9% 2,112,227 $141.6M
Invesco Ltd. 0.03% Add +1.3% 2,025,938 $135.8M
Capital Research Global Investors 0.03% Add +0.1% 2,013,784 $135.0M
Balyasny Asset Management L.P. 0.34% Add +257.7% 1,899,783 $127.4M
State Farm Mutual Automobile Insurance Co. 0.11% No change 1,858,028 $124.6M
Chevy Chase Trust Holdings, LLC 0.40% Reduce -0.0% 1,834,891 $123.0M
Stifel Financial Corp. 0.14% Reduce -8.4% 1,817,328 $121.8M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -83.1% 1,616,408 $108.4M
Mackenzie Financial Corp. 0.15% Reduce -8.9% 1,572,795 $105.4M
Alyeska Investment Group, L.P. 0.62% New 1,483,061 $99.4M
Brandes Investment Partners, LP 1.24% Add +28.1% 1,437,840 $96.4M
Silvercrest Asset Management Group LLC 0.65% Reduce -0.1% 1,433,382 $96.1M
Natixis Advisors, LLC 0.22% Reduce -6.5% 1,416,426 $95.0M
JPMorgan Chase & Co. 0.01% Reduce -2.9% 1,401,386 $93.9M
Alliancebernstein L.P. 0.03% Reduce -2.4% 1,328,405 $89.1M
UBS Group AG 0.03% Reduce -3.5% 1,286,050 $86.2M
Todd Asset Management LLC 1.66% Reduce -13.7% 1,209,019 $81.1M
Merewether Investment Management, LP 4.03% Reduce -11.2% 1,129,964 $75.8M
Energy Income Partners, LLC 1.53% Add +10.6% 1,118,729 $75.0M
Jennison Associates LLC 0.05% Reduce -2.3% 1,102,249 $73.9M
Brandywine Global Investment Management, LLC 0.52% Add +6.5% 1,064,554 $71.4M
Raymond James & Associates 0.05% Add +3.5% 1,024,623 $68.7M
Van Eck Associates Corp. 0.10% Add +6.2% 989,538 $66.3M
Equity Investment Corp. 1.66% Add +7.8% 988,509 $66.3M
Pacer Advisors, Inc. 0.16% Add +8.2% 979,664 $65.7M
Letko, Brosseau & Associates Inc. 1.03% Reduce -0.5% 887,077 $59.5M
Boston Partners 0.07% Reduce -9.5% 849,905 $57.0M
Douglas Lane & Associates, LLC 0.80% Reduce -7.2% 849,480 $56.9M
Bank of Montreal 0.02% Add +70.4% 843,328 $56.6M
CIBC Private Wealth Group LLC 0.11% Reduce -42.1% 810,544 $55.1M
Skye Global Management LP 1.22% Add +7176.2% 764,000 $51.2M
Russell Investments Group, Ltd. 0.08% Add +6.9% 746,367 $50.0M
Teachers Retirement System of the State of Kentucky 0.44% Reduce -10.4% 736,170 $49.4M
American Century Companies Inc. 0.03% Add +7.7% 733,860 $49.2M
Thrivent Financial for Lutherans 0.10% Add +26.4% 717,866 $48.1M
Voloridge Investment Management, LLC 0.17% New 710,023 $47.6M
LPL Financial LLC 0.02% Add +3.6% 688,594 $46.2M
Bank of New York Mellon Corp 0.01% Reduce -68.3% 673,134 $45.1M
PNC Financial Services Group, Inc. 0.03% Reduce -4.0% 664,428 $44.5M
Senator Investment Group LP 1.95% New 638,047 $42.8M
Two Sigma Investments, LP 0.10% Add +2232.7% 606,506 $40.7M
Ameriprise Financial Inc. 0.01% Add +1.7% 561,895 $37.7M
Nan Shan Life Insurance Co., Ltd. 0.88% No change 556,310 $37.3M
Macquarie Group Ltd. 0.04% Reduce -11.3% 555,336 $37.2M
Causeway Capital Management LLC 0.95% Add +6.4% 541,229 $36.3M
Penn Davis McFarland Inc. 5.46% Reduce -3.1% 524,524 $35.2M
Great Lakes Advisors, LLC 0.29% Reduce -1.4% 508,225 $34.1M
HighTower Advisors, LLC 0.05% Reduce -1.2% 501,854 $33.6M
Neuberger Berman Group LLC 0.03% Reduce -1.3% 494,045 $33.1M
Kornitzer Capital Management Inc. 0.59% Add +19.7% 481,726 $32.3M
Yaupon Capital Management LP 2.68% Reduce -30.8% 462,345 $31.0M
Commonwealth Equity Services, LLC 0.05% Add +26.6% 461,296 $30.9M
Cullen Capital Management, LLC 0.34% Add +60.7% 452,286 $30.3M
Corient Private Wealth LP 0.05% Reduce -25.9% 447,044 $30.0M
TruWealth Advisors, LLC 1.98% Add +1.7% 422,877 $28.3M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -3.1% 421,727 $28.3M
Gabelli Funds LLC 0.21% Reduce -1.2% 414,400 $27.8M
Foundry Partners, LLC 1.41% Add +3.2% 393,890 $26.4M
Cibc World Market Inc. 0.07% Reduce -10.9% 377,859 $25.3M
Verition Fund Management LLC 0.27% Reduce -13.8% 376,881 $25.3M
First Eagle Investment Management, LLC 0.06% Add +17.6% 373,483 $25.0M
Huber Capital Management LLC 5.63% Add +15.0% 373,189 $25.0M
Nicola Wealth Management LTD. 2.32% Reduce -4.0% 357,000 $23.9M
Raymond James Financial Services Advisors, Inc. 0.04% Reduce -0.8% 351,036 $23.5M
Davidson Kempner Capital Management LP 0.47% New 350,046 $23.5M
Cresset Asset Management, LLC 0.11% Add +3.4% 348,136 $23.3M
Qube Research & Technologies Ltd 0.04% Add +3.8% 347,139 $23.3M
Hikari Power Ltd 1.97% No change 341,900 $22.9M
Harding Loevner LP 0.14% Reduce -87.2% 341,714 $22.9M
US Bancorp \de 0.03% Reduce -18.5% 338,934 $22.7M
Stansberry Asset Management, LLC 3.25% Add +10.8% 337,734 $22.6M
Cantor Fitzgerald Investment Advisors L.P. 1.67% Reduce -2.3% 336,058 $22.5M
Willis Investment Counsel 1.54% Add +0.3% 335,029 $22.5M
Groupama Asset Managment 0.41% New 670,647 $22.2M
Mariner, LLC 0.05% Reduce -3.0% 330,102 $22.1M
Cerity Partners LLC 0.06% Add +17.2% 324,644 $21.8M
Guardian Capital LP 0.73% Reduce -0.5% 310,865 $20.8M
Thomasville National Bank 1.70% Add +4.7% 308,575 $20.7M
Two Sigma Advisers, LP 0.05% Add +10.2% 306,800 $20.6M
Harvest Portfolios Group Inc. 0.80% Add +14.9% 304,009 $20.4M
Sei Investments Co. 0.03% Add +4.9% 298,732 $20.0M
Truist Financial Corp. 0.03% Reduce -2.3% 298,334 $20.0M
Wedge Capital Management L L P 0.32% Add +11.1% 291,078 $19.5M
Citigroup Inc. 0.02% Reduce -32.8% 286,103 $19.2M
Anchor Capital Advisors LLC 0.50% Reduce -10.7% 283,397 $19.0M
Logan Capital Management Inc. 0.77% Add +11.8% 268,992 $18.0M
Fort Washington Investment Advisors Inc. 0.11% Add +0.0% 264,501 $17.7M
Creative Planning 0.02% Add +7.4% 262,910 $17.6M
Schonfeld Strategic Advisors LLC 0.14% Add +28.8% 258,371 $17.3M
Grandfield & Dodd, LLC 1.08% Reduce -0.5% 255,330 $17.1M
Northwest & Ethical Investments L.P. 0.48% Add +2.9% 251,004 $16.8M
Gemsstock Ltd. 6.35% Add +0.4% 250,924 $16.8M
1832 Asset Management L.P. 0.03% Reduce -10.5% 248,427 $16.7M
DAVENPORT & Co LLC 0.10% Reduce -0.6% 239,308 $16.0M
Klingenstein Fields & Co. LP 0.66% Add +0.1% 237,340 $15.9M
Northwestern Mutual Wealth Management Co. 0.02% Add +7.2% 233,900 $15.7M
Invenomic Capital Management LP 0.83% Add +34.4% 232,315 $15.6M
South Dakota Investment Council 0.32% No change 229,673 $15.4M
Sapient Capital LLC 0.34% Reduce -57.9% 226,549 $15.2M
Pathstone Holdings, LLC 0.07% Add +16.4% 225,876 $15.1M
CI Investments Inc. 0.06% Reduce -37.2% 223,327 $15.0M
Willis Johnson & Associates, Inc. 1.30% Add +9.8% 222,733 $14.9M
M&T Bank Corp 0.05% Reduce -2.0% 222,061 $14.9M
American Assets Investment Management, LLC 1.41% No change 221,000 $14.8M
Osaic Holdings, Inc. 0.03% Reduce -30.7% 220,161 $14.8M
Becker Capital Management Inc. 0.50% Reduce -2.3% 217,529 $14.6M
Evergreen Capital Management LLC 0.54% Add +1.6% 212,143 $14.2M
SPX Gestao de Recursos Ltda 1.24% Add +97.8% 210,680 $14.1M
Fayez Sarofim & Co 0.04% Reduce -2.1% 209,972 $14.1M
Mercer Global Advisors Inc. 0.04% Add +1.6% 201,666 $13.5M
Callodine Capital Management, LP 3.26% Add +8.1% 200,000 $13.4M
New Age Alpha Advisors, LLC 8.01% No change 198,300 $13.3M
Euro Pacific Asset Management, LLC 2.68% Reduce -12.9% 186,415 $13.2M
Tocqueville Asset Management L.P. 0.21% Reduce -0.2% 196,240 $13.2M
Van Hulzen Asset Management, LLC 0.87% No change 195,761 $13.1M
QRG Capital Management, Inc. 0.16% Add +2.5% 187,266 $12.6M
Beach Investment Counsel Inc. 1.54% No change 189,410 $12.5M
D.A. Davidson & Co. 0.11% Add +1.3% 182,858 $12.3M
FineMark National Bank & Trust 0.45% Reduce -1.1% 181,508 $12.2M
Scotia Capital Inc. 0.07% Reduce -4.4% 180,655 $12.1M
Country Club Bank 0.84% Reduce -0.9% 178,447 $12.0M
Cohen Klingenstein LLC 0.44% No change 178,178 $11.9M
Cetera Investment Advisers 0.03% Add +261.4% 176,310 $11.8M
Oppenheimer Asset Management Inc. 0.17% Reduce -5.7% 175,657 $11.8M
Glenmede Trust Co. NA 0.06% Add +7.0% 175,209 $11.7M
National Bank of Canada 0.02% Add +2.4% 156,390 $11.6M
Allied Investment Advisors, LLC 2.77% Add +2.2% 171,430 $11.5M
Crossmark Global Holdings, Inc. 0.22% Reduce -3.5% 170,985 $11.5M
Stamos Capital Partners, L.P. 2.59% Reduce -1.9% 170,230 $11.4M
Everett Harris & Co. 0.15% Add +24.1% 168,701 $11.3M
Stephens Inc. 0.17% Add +7.1% 166,927 $11.2M
GMO 0.04% Add +1474.9% 160,439 $10.8M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -3.2% 157,739 $10.6M
O'shaughnessy Asset Management, LLC 0.12% Add +22.5% 156,852 $10.5M
Manning & Napier Group, LLC 0.13% Reduce -8.6% 154,707 $10.4M
LMCG Investments, LLC 0.60% Add +2145.0% 152,616 $10.2M
Aquatic Capital Management LLC 0.33% Add +145.7% 152,100 $10.2M
Sit Investment Associates Inc. 0.22% No change 145,855 $9.8M
Janney Montgomery Scott LLC 0.03% Add +1.2% 144,885 $9.7M
Edgemoor Investment Advisors, Inc. 0.92% Add +5.6% 143,094 $9.6M
Pinnacle Financial Partners Inc 0.20% Add +3.0% 138,190 $9.3M
Woodstock Corp. 0.94% Add +2.0% 135,584 $9.1M
Crocodile Capital Partners GmbH 12.51% No change 135,306 $9.1M
TD Waterhouse Canada Inc. 0.07% Add +17.8% 119,366 $8.9M
Captrust Financial Advisors 0.03% Reduce -34.8% 131,862 $8.8M
Federated Hermes, Inc. 0.02% Add +47.4% 131,446 $8.8M
MML Investors Services, LLC 0.04% Add +32.2% 131,084 $8.8M
Charles Schwab Investment Management Inc. 0.00% Add +32.7% 130,994 $8.8M
Janney Capital Management LLC 0.58% Reduce -3.9% 130,974 $8.8M
Pinnacle Associates Ltd. 0.14% Reduce -1.4% 130,687 $8.8M
Bragg Financial Advisors, Inc 0.39% Add +0.0% 130,394 $8.7M
Voya Investment Management LLC 0.01% Add +0.3% 130,132 $8.7M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -6.1% 129,839 $8.7M
Neville Rodie & Shaw Inc. 0.66% Reduce -0.1% 128,000 $8.6M
Seaview Investment Managers LLC 2.57% Add +6.5% 127,489 $8.5M
Amova Asset Management Americas, Inc. 0.08% Reduce -6.3% 125,929 $8.4M
Walleye Capital LLC 0.10% New 123,042 $8.2M
Edge Capital Group, LLC 0.41% Add +5.8% 121,446 $8.1M
Eagle Global Advisors LLC 0.45% Add +0.5% 120,195 $8.1M
Baird Financial Group, Inc. 0.02% Reduce -17.9% 118,703 $8.0M
Onex Canada Asset Management Inc. 0.79% Add +1.0% 237,293 $7.9M
Ibex Wealth Advisors 2.14% — 138,546 $7.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +5.8% 116,199 $7.8M
Prospera Financial Services Inc 0.23% Add +3.7% 113,816 $7.6M
Shelter Mutual Insurance Co 1.96% No change 113,750 $7.6M
Leuthold Group, LLC 0.86% Reduce -0.4% 113,672 $7.6M
Adell Harriman & Carpenter Inc. 0.62% Add +8.3% 113,176 $7.6M
Townsquare Capital LLC 0.11% Add +0.4% 112,587 $7.5M
Sandy Spring Bank 0.34% Add +3.7% 112,154 $7.5M
Cutler Capital Management, LLC 3.53% Add +0.8% 108,258 $7.3M
Fifth Third Bancorp 0.03% Reduce -6.5% 108,076 $7.2M
Avantax Advisory Services, Inc. 0.06% Reduce -4.3% 107,963 $7.2M
Banco Santander, S.A. 0.09% No change 106,518 $7.1M
Bulltick Wealth Management, LLC 1.48% Add +34.4% 105,880 $7.1M
Regency Capital Management Inc.\DE 4.51% Add +0.8% 105,774 $7.1M
Eastover Investment Advisors LLC 3.47% Reduce -1.9% 105,731 $7.1M
Augustine Asset Management Inc. 2.94% Reduce -0.2% 105,123 $7.0M
Renaissance Group LLC 0.27% Reduce -0.1% 104,812 $7.0M
JBF Capital, Inc. 1.10% No change 101,000 $6.7M
New England Asset Management Inc. 1.08% Add +5.4% 99,315 $6.7M
U.S. Capital Wealth Advisors, LLC 0.26% Reduce -4.5% 98,725 $6.6M
Covalis Capital LLP 0.82% Reduce -92.7% 98,313 $6.6M
Heritage Investors Management Corp. 0.23% Reduce -0.0% 98,115 $6.6M
Thornburg Investment Management Inc. 0.09% Reduce -1.4% 96,705 $6.6M
Claret Asset Management Corp 1.09% Reduce -0.8% 96,605 $6.5M
Simplicity Wealth,LLC 0.15% New 96,547 $6.5M
Vanguard Personalized Indexing Management, LLC 0.14% Add +11.0% 94,617 $6.3M
Bleakley Financial Group, LLC 0.18% Reduce -1.0% 93,036 $6.2M
Hohimer Wealth Management, LLC 1.41% Reduce -2.2% 90,002 $6.0M
Clearbridge Investments, LLC 0.00% Add +0.1% 89,632 $6.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% New 88,604 $5.9M
SIR Capital Management, L.P. 0.58% Add +69.7% 86,400 $5.8M
B. Metzler seel. Sohn & Co. AG 0.06% No change 86,152 $5.8M
Kempner Capital Management Inc. 3.13% Reduce -0.0% 86,050 $5.8M
Renaissance Technologies 0.01% Reduce -70.0% 85,286 $5.7M
Keybank National Association 0.02% Reduce -4.7% 85,181 $5.7M
Carlson Capital, L.P. 0.46% New 85,000 $5.7M
Cary Street Partners Investment Advisory LLC 0.24% Reduce -2.1% 84,709 $5.7M
SouthState Bank Corp 0.44% Add +5.7% 84,608 $5.7M
Synovus Financial Corp. 0.07% Add +7.1% 84,324 $5.7M
Quantitative Investment Management, LLC 0.33% Add +47.1% 84,335 $5.7M
Hennessy Advisors Inc. 0.23% Reduce -3.3% 82,600 $5.5M
tru Independence LLC 1.60% Reduce -1.8% 81,116 $5.4M
Naviter Wealth, LLC 0.88% Add +12.9% 80,288 $5.4M
Miller Howard Investments Inc. 0.18% No change 80,000 $5.4M
Brown Brothers Harriman & Co. 0.04% Add +2.0% 78,331 $5.3M
Nelson Capital Management, LLC 1.00% Reduce -2.5% 77,845 $5.2M
CSS LLC 1.22% Add +96.2% 74,396 $5.0M
Focus Partners Wealth 0.04% Add +53.4% 72,385 $4.9M
Hedges Asset Management LLC 3.33% No change 70,850 $4.7M
Atria Investments, Inc 0.07% Add +7.0% 70,729 $4.7M
Azimuth Capital Investment Management LLC 0.20% Reduce -12.0% 70,660 $4.7M
Bard Financial Services, Inc. 0.50% Add +2.7% 70,525 $4.7M
Tidal Investments LLC 0.08% Add +6.0% 70,241 $4.7M
GYL Financial Synergies, LLC 0.37% Add +3.4% 70,044 $4.7M
Ritholtz Wealth Management 0.16% Add +44.2% 70,006 $4.7M
Viking Fund Management LLC 0.85% No change 70,000 $4.7M
Royce & Associates LP 0.04% No change 70,000 $4.7M
Brookmont Capital Management 2.45% Add +1.1% 69,460 $4.7M
First Trust Advisors LP 0.00% Add +5.1% 68,855 $4.6M
Hiddenite Capital Partners LP 5.28% No change 68,500 $4.6M
Griffin Asset Management, Inc. 0.54% Reduce -0.0% 67,909 $4.6M
Peapack Gladstone Financial Corp. 0.07% Reduce -0.5% 67,855 $4.5M
Cubist Systematic Strategies, LLC 0.05% Reduce -76.6% 67,631 $4.5M
Blair William & Co. 0.01% Add +2.7% 67,276 $4.5M
Royal London Asset Management Ltd. 0.01% Add +48.5% 66,920 $4.5M
Palogic Value Management, L.P. 1.92% Add +0.6% 66,069 $4.4M
First Trust Direct Indexing L.P. 0.33% Reduce -6.3% 65,967 $4.4M
Y-Intercept (Hong Kong) Ltd 0.33% Add +601.9% 65,787 $4.4M
Bremer Bank National Association 0.82% Add +6.6% 65,694 $4.4M
Advocate Group LLC 0.87% Reduce -3.6% 65,595 $4.4M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -86.6% 65,000 $4.4M
Employees Retirement System of Texas 0.05% Reduce -39.7% 64,510 $4.3M
Kestra Advisory Services, LLC 0.03% Add +19.9% 64,245 $4.3M
Susquehanna International Group Ltd. 1.02% Add +41.1% 64,106 $4.3M
Huntington National Bank 0.05% Add +6.6% 62,835 $4.2M
YHB Investment Advisors, Inc. 0.37% Reduce -2.4% 62,752 $4.2M
Exencial Wealth Advisors, LLC 0.16% Add +1.1% 62,721 $4.2M
Assetmark, Inc. 0.01% Reduce -12.0% 62,599 $4.2M
Susquehanna International Group, LLP 0.01% Add +163.4% 62,592 $4.2M
Raymond James Trust N.A. 0.10% Reduce -1.4% 62,085 $4.2M
Marshall Wace, LLP 0.01% New 61,400 $4.1M
Beddow Capital Management Inc. 1.84% Reduce -2.6% 60,896 $4.1M
Fiduciary Trust Co 0.06% Reduce -2.0% 60,758 $4.1M
Orion Porfolio Solutions, LLC 0.04% Add +5.3% 58,908 $3.9M
Orion Portfolio Solutions, LLC 0.04% Add +5.3% 58,908 $3.9M
Dodge & Cox 0.00% Reduce -1.0% 58,213 $3.9M
Cardinal Capital Management 0.63% Add +4.7% 57,862 $3.9M
Yarbrough Capital, LLC 0.17% No change 57,590 $3.9M
Deutsche Bank AG 0.00% Reduce -5.4% 57,489 $3.9M
Deltec Asset Management LLC 0.76% No change 57,204 $3.8M
Jackson Square Capital, LLC 0.98% Reduce -49.7% 57,067 $3.8M
Yousif Capital Management, LLC 0.04% Reduce -3.1% 56,239 $3.8M
Baker Avenue Asset Management, LP 0.14% Add +10.9% 55,538 $3.7M
Bridge Creek Capital Management LLC 1.19% Add +0.5% 55,243 $3.7M
Concentric Wealth Management, LLC 0.98% Add +1.5% 54,721 $3.7M
Atria Wealth Solutions, Inc. 0.04% Add +1.3% 54,514 $3.7M
Weatherly Asset Management L. P. 0.35% Add +0.7% 54,294 $3.6M
Richard P Slaughter Associates Inc 0.87% Reduce -2.5% 53,786 $3.6M
Signaturefd, LLC 0.08% Add +3.6% 53,416 $3.6M
Fort Sheridan Advisors LLC 0.67% Add +1.4% 53,343 $3.6M
Credential Qtrade Securities Inc. 0.19% Add +7.7% 53,175 $3.6M
GTS Securities LLC 0.10% New 52,415 $3.5M
Sweeney & Michel, LLC 1.52% — 46,349 $3.4M
Jane Street Group, LLC 0.00% Reduce -94.8% 50,806 $3.4M
Oppenheimer & Co. Inc. 0.06% Add +6.2% 49,940 $3.3M
Phoenix Financial Ltd. 0.05% Add +1.6% 49,886 $3.3M
Altrafin AG 1.21% Add +0.1% 49,871 $3.3M
Laird Norton Wetherby Wealth Management, LLC 0.16% Reduce -1.5% 49,297 $3.3M
Reik & Co., LLC 0.82% Reduce -12.1% 49,053 $3.3M
Bokf, NA 0.06% Reduce -17.7% 48,409 $3.3M
Great Valley Advisor Group, Inc. 0.10% New 49,008 $3.3M
Park Avenue Securities LLC 0.04% Reduce -2.6% 48,937 $3.3M
Pittenger & Anderson Inc. 0.13% Add +9.1% 48,895 $3.3M
LSV Asset Management 0.01% No change 48,400 $3.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.4% 48,343 $3.2M
Americana Partners, LLC 0.27% Reduce -7.4% 48,321 $3.2M
Cary Street Partners Asset Management LLC 0.49% Reduce -9.5% 47,178 $3.2M
Quantinno Capital Management LP 0.07% Reduce -26.9% 47,132 $3.2M
Columbia Asset Management 0.64% No change 47,937 $3.2M
Regions Financial Corp. 0.02% Add +8.1% 47,045 $3.2M
Cwm, LLC 0.02% Reduce -18.8% 46,753 $3.1M
Moors & Cabot, Inc. 0.17% Reduce -0.6% 46,503 $3.1M
Rodgers Brothers Inc. 0.42% Add +164.2% 46,425 $3.1M
Asio Capital, LLC 0.65% Reduce -16.9% 45,800 $3.1M
JCIC Asset Management Inc. 1.26% Add +0.8% 45,504 $3.1M
Advisors Asset Management, Inc. 0.06% Add +2.1% 45,429 $3.0M
Marble Harbor Investment Counsel, LLC 0.35% Reduce -4.6% 45,250 $3.0M
Lazard Asset Management LLC 0.00% Add +21.0% 44,896 $3.0M
Gilman Hill Asset Management, LLC 0.53% Add +1.3% 44,481 $3.0M
Commerce Bank 0.02% Reduce -22.3% 44,256 $3.0M
Rathbones Group PLC 0.02% Reduce -1.2% 43,768 $2.9M
Kestra Private Wealth Services, LLC 0.07% Add +2.0% 43,726 $2.9M
Glass Wealth Management Co LLC 1.78% — 43,453 $2.9M
Altshuler Shaham Ltd 0.11% Reduce -17.9% 41,480 $2.8M
Snowden Capital Advisors LLC 0.09% Add +13.6% 40,717 $2.7M
Continental Advisors LLC 2.15% Reduce -4.7% 40,520 $2.7M
Kanawha Capital Management LLC 0.22% Reduce -1.7% 40,404 $2.7M
Integrated Wealth Concepts LLC 0.04% Add +1.7% 40,011 $2.7M
CIBC Asset Management Inc 0.01% Add +3.9% 39,901 $2.7M
United Capital Financial Advisors, LLC 0.02% Reduce -9.3% 39,590 $2.7M
CHICAGO TRUST Co NA 0.54% Add +0.5% 39,255 $2.6M
Horan Capital Advisors, LLC. 0.93% Add +1.6% 39,199 $2.6M
Advisors Management Group Inc. 0.65% Reduce -3.6% 39,094 $2.6M
Cullen/Frost Bankers, Inc. 0.04% Reduce -1.2% 39,026 $2.6M
Brown Advisory Inc. 0.00% Add +7.5% 38,573 $2.6M
Drexel Morgan & Co. 0.53% No change 38,544 $2.6M
Mill Capital Management, LLC 0.22% No change 38,490 $2.6M
Steward Partners Investment Advisory, LLC 0.03% Reduce -2.4% 38,378 $2.6M
Insigneo Advisory Services, LLC 0.30% Add +0.1% 38,011 $2.5M
Beacon Pointe Advisors, LLC 0.03% Add +0.6% 37,912 $2.5M
Schechter Investment Advisors, LLC 0.19% Add +2.8% 37,862 $2.5M
Seven Eight Capital, LP 0.26% Reduce -10.7% 37,781 $2.5M
Pitcairn Co. 0.16% Add +0.3% 37,608 $2.5M
HAP Trading, LLC 0.78% New 37,441 $2.5M
First Hawaiian Bank 0.08% Reduce -6.2% 36,445 $2.4M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -9.1% 36,327 $2.4M
Earnest Partners LLC 0.01% Reduce -0.5% 36,051 $2.4M
Private Advisor Group, LLC 0.02% Add +0.1% 35,982 $2.4M
ARS Wealth Advisors Group, LLC 0.32% Reduce -66.0% 35,757 $2.4M
Madison Asset Management, LLC 0.03% Reduce -24.6% 35,754 $2.4M
BBR Partners, LLC 0.19% Add +5.1% 35,607 $2.4M
NewEdge Advisors, LLC 0.02% Reduce -22.7% 35,425 $2.4M
Bison Wealth, LLC 0.38% Add +0.2% 35,100 $2.4M
Sierra Capital LLC 0.31% Add +0.0% 35,058 $2.4M
Quinn Opportunity Partners LLC 0.27% No change 35,046 $2.3M
Quadrant Capital Group LLC 0.18% Reduce -1.8% 34,893 $2.3M
Bahl & Gaynor LLC 0.01% No change 34,850 $2.3M
Sequoia Financial Advisors, LLC 0.03% Reduce -44.7% 34,848 $2.3M
Jefferies Financial Group Inc. 0.05% Reduce -42.4% 34,750 $2.3M
Prosperity Consulting Group, LLC 0.29% New 34,200 $2.3M
Pettyjohn, Wood & White, Inc. 0.45% Add +36.2% 34,079 $2.3M
NewEdge Wealth, LLC 0.05% Add +15.1% 31,644 $2.3M
Wambolt & Associates, LLC 0.68% Add +60.1% 33,552 $2.3M
Mitchell Capital Management Co. 0.43% Add +4.3% 33,787 $2.3M
Cannell & Spears LLC 0.05% New 32,709 $2.2M
Foster & Motley Inc. 0.15% Reduce -13.0% 32,602 $2.2M
Forum Financial Management, LP 0.04% Add +6.3% 32,458 $2.2M
GFS Advisors, LLC 0.36% No change 32,456 $2.2M
Advisory Services Network, LLC 0.05% Add +8.0% 32,431 $2.2M
Octavia Wealth Advisors, LLC 0.32% Add +1.8% 32,324 $2.2M
Susquehanna International Securities, Ltd. 0.86% Reduce -28.7% 32,273 $2.2M
Burney Co./ 0.08% Add +4.2% 32,118 $2.2M
Valeo Financial Advisors, LLC 0.08% Reduce -4.1% 29,425 $2.2M
SeaCrest Wealth Management, LLC 0.26% Reduce -2.6% 31,993 $2.1M
Rhumbline Advisers 0.00% Add +19.4% 31,964 $2.1M
Inspire Trust Co, N.A. 1.20% Add +87.5% 31,939 $2.1M
Coppell Advisory Solutions Corp. 0.40% — 31,679 $2.1M
Leibman Financial Services, Inc. 1.63% Reduce -0.4% 31,629 $2.1M
Montag A & Associates Inc. 0.11% Reduce -23.4% 31,501 $2.1M
Simmons Bank 0.16% Reduce -1.1% 31,488 $2.1M
Portside Wealth Group, LLC 0.38% Add +0.8% 30,710 $2.1M
Perigon Wealth Management, LLC 0.06% Add +10.9% 30,287 $2.0M
Recurrent Investment Advisors LLC 0.23% New 77,082 $2.0M
State Street Corp. 0.00% Add +0.1% 30,237 $2.0M
Haverford Trust Co 0.02% Reduce -1.9% 29,915 $2.0M
HB Wealth Management, LLC 0.03% Reduce -6.6% 29,807 $2.0M
Harbour Investment Management LLC 0.94% Add +16.0% 29,765 $2.0M
B. Riley Wealth Advisors, Inc. 0.05% Add +16.4% 30,899 $2.0M
TD Private Client Wealth LLC 0.06% Reduce -11.2% 29,459 $2.0M
Roberts Wealth Advisors, LLC 0.74% Add +3.0% 27,376 $2.0M
Portland Global Advisors LLC 0.27% Reduce -14.7% 29,223 $2.0M
Brooks, Moore & Associates, Inc. 1.25% Add +22.3% 29,118 $2.0M
Park National Corp. 0.07% Add +6.1% 29,008 $1.9M
HSBC Holdings PLC 0.00% Add +90.7% 28,921 $1.9M
Stolper Co 0.69% Add +0.4% 28,648 $1.9M
Credit Capital Investments LLC 2.36% No change 28,500 $1.9M
Waters Parkerson & Co., LLC 0.10% Add +2.4% 28,145 $1.9M
Wellington Shields Capital Management, LLC 0.35% No change 27,825 $1.9M
Gotham Asset Management 0.03% No change 27,759 $1.9M
Game Creek Capital, LP 1.00% Reduce -2.2% 27,625 $1.9M
Tandem Capital Management Corp. 1.05% Add +2.1% 27,592 $1.8M
Sentinel Trust Co. Lba 0.24% Add +103.5% 27,520 $1.8M
Leavell Investment Management, Inc. 0.11% Reduce -15.7% 27,340 $1.8M
SpiderRock Advisors, LLC 0.06% — 27,578 $1.8M
Trustmark Bank Trust Department 0.15% Reduce -27.6% 27,048 $1.8M
Highland Capital Management, LLC 0.10% No change 26,754 $1.8M
Lester Murray Antman dba SimplyRich 0.58% Add +0.6% 26,743 $1.8M
Regatta Capital Group, LLC 0.39% Add +2.1% 26,173 $1.8M
HighPoint Advisor Group LLC 0.12% Add +1.7% 23,613 $1.8M
CENTRAL TRUST Co 0.04% Reduce -1.6% 25,894 $1.7M
Avidian Wealth Enterprises, LLC 0.09% Add +10.5% 25,886 $1.7M
Cowa, LLC 1.02% Reduce -3.5% 25,715 $1.7M
Cohen Capital Management, Inc. 0.30% No change 25,700 $1.7M
Cullen Investment Group, LTD. 0.27% Reduce -2.5% 24,202 $1.7M
PFG Investments, LLC 0.10% Add +150.2% 25,002 $1.7M
Systrade AG 2.03% No change 25,000 $1.7M
Two Sigma Securities, LLC 0.08% Add +693.9% 24,983 $1.7M
Financial Counselors Inc. 0.03% Reduce -5.0% 24,543 $1.6M
Iams Wealth Management, LLC 1.00% Add +5.4% 26,124 $1.6M
SCP Investment, LP 1.02% Add +6.6% 24,300 $1.6M
Johnson Investment Counsel Inc. 0.02% Reduce -1.7% 24,260 $1.6M
Howe & Rusling Inc. 0.16% Add +0.4% 24,197 $1.6M
Chilton Capital Management LLC 0.08% Add +4.5% 24,187 $1.6M
HF Advisory Group, LLC 0.91% Add +3.5% 24,140 $1.6M
Altman Advisors, Inc. 0.77% Add +4.7% 23,437 $1.6M
Mesirow Financial Investment Management, Inc. 0.04% Add +30.5% 23,745 $1.6M
King Luther Capital Management Corp. 0.01% Add +0.6% 23,417 $1.6M
Checchi Capital Advisers, LLC 0.12% Add +0.5% 23,351 $1.6M
American Capital Advisory, LLC 1.36% Add +25.0% 26,974 $1.6M
Caption Management, LLC 0.17% New 23,000 $1.5M
apricus wealth, LLC 1.08% Add +29.9% 22,940 $1.5M
Eldred Rock Partners, LLC 0.84% Add +4.3% 22,859 $1.5M
Lowe Brockenbrough & Co. Inc. 0.10% Reduce -8.5% 22,783 $1.5M
Wesbanco Bank Inc. 0.06% Add +27.9% 22,684 $1.5M
Sowell Financial Services LLC 0.07% Add +13.6% 22,606 $1.5M
GM Advisory Group, LLC 0.11% Add +5.8% 22,556 $1.5M
Ipswich Investment Management Co., Inc. 0.35% Reduce -0.4% 22,507 $1.5M
Hantz Financial Services, Inc. 0.03% Reduce -2.0% 22,336 $1.5M
HRT Financial LP 0.01% New 22,145 $1.5M
Kelly Lawrence W & Associates Inc. 0.34% Add +7.8% 22,023 $1.5M
MAI Capital Management 0.02% Add +1.6% 21,893 $1.5M
Excalibur Management Corp. 0.62% Add +4.5% 21,856 $1.5M
Compound Planning, Inc. 0.14% Add +13.9% 21,840 $1.5M
Florida Trust Wealth Management Co 0.05% Add +0.1% 21,721 $1.5M
Atlas Private Wealth Management, LLC 0.61% Add +2.1% 21,620 $1.4M
Barry Investment Advisors, LLC 0.48% Reduce -0.1% 21,455 $1.4M
Engineers Gate Manager LP 0.04% New 21,330 $1.4M
Sendero Wealth Management, LLC 0.25% Reduce -24.4% 21,305 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -9.7% 21,153 $1.4M
Great Lakes Retirement, Inc. 0.21% Add +4.2% 21,131 $1.4M
Whittier Trust Co. of Nevada Inc. 0.04% Add +10.3% 21,118 $1.4M
Herold Advisors, Inc. 0.34% Add +1.0% 21,105 $1.4M
Prudential Financial Inc. 0.00% Reduce -30.5% 20,966 $1.4M
Old National Bancorp 0.03% Reduce -5.5% 20,942 $1.4M
BTC Capital Management, Inc. 0.13% — 20,886 $1.4M
Concurrent Investment Advisors, LLC 0.06% Add +7.1% 20,797 $1.4M
Inscription Capital, LLC 0.23% Add +142.9% 20,613 $1.4M
Epoch Investment Partners, Inc. 0.01% Reduce -52.2% 20,521 $1.4M
Shufro Rose & Co. LLC 0.11% Add +9.7% 20,450 $1.4M
Level Four Advisory Services, LLC 0.07% Add +2.4% 20,606 $1.4M
Hartree Partners, LP 0.35% No change 20,160 $1.4M
Ieq Capital, LLC 0.02% Reduce -0.2% 20,158 $1.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 18,658 $1.4M
Quest Investment Management LLC 0.15% No change 20,000 $1.3M
Red Spruce Capital, LLC 0.62% Reduce -0.8% 19,986 $1.3M
Greystone Financial Group, LLC 0.27% Add +23.9% 19,864 $1.3M
Quantbot Technologies LP 0.07% Reduce -61.2% 19,814 $1.3M
Apollon Wealth Management, LLC 0.04% Add +25.5% 19,684 $1.3M
WealthTrust Axiom LLC 0.42% Add +0.0% 19,593 $1.3M
Beese Fulmer Investment Management, Inc. 0.12% Reduce -2.0% 19,589 $1.3M
Pingora Partners LLC 0.96% Reduce -1.5% 19,545 $1.3M
Israel Discount Bank of New York 1.63% No change 19,539 $1.3M
Solstein Capital, LLC 0.91% Add +4.5% 19,517 $1.3M
Clearstead Advisors, LLC 0.06% Add +1.4% 17,630 $1.3M
Vise Technologies, Inc. 0.26% Add +5.0% 19,419 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -5.5% 19,376 $1.3M
West Family Investments, Inc. 0.40% Add +2.6% 19,281 $1.3M
Whittier Trust Co. 0.02% Add +3.6% 19,250 $1.3M
Mission Wealth Management, LP 0.03% Reduce -11.4% 19,195 $1.3M
Community Bank of Raymore 0.60% Reduce -18.2% 19,150 $1.3M
Howland Capital Management LLC 0.06% Reduce -17.0% 19,100 $1.3M
Royal Fund Management, LLC 0.15% Add +7.2% 19,081 $1.3M
Vident Advisory, LLC 0.03% Reduce -28.1% 19,025 $1.3M
Freestone Capital Holdings, LLC 0.05% New 18,844 $1.3M
McKinley Capital Management LLC 0.15% Reduce -17.9% 18,705 $1.3M
Vestmark Advisory Solutions, Inc. 0.05% Add +5.1% 18,687 $1.3M
Greenleaf Trust 0.01% Reduce -8.0% 18,462 $1.2M
Louisbourg Investments Inc. 0.34% No change 18,290 $1.2M
Parallel Advisors, LLC 0.03% Add +7.6% 18,275 $1.2M
Koshinski Asset Management, Inc. 0.13% Add +152.1% 18,214 $1.2M
Lido Advisors, LLC 0.01% Add +16.6% 17,974 $1.2M
UMB Bank, n.a. 0.02% Reduce -40.7% 17,931 $1.2M
SOL Capital Management CO 0.15% Reduce -0.3% 17,903 $1.2M
Wedbush Securities Inc. 0.04% Reduce -7.0% 17,839 $1.2M
Obermeyer Wealth Partners 0.07% Add +294.7% 17,822 $1.2M
Glenview Trust Co 0.03% Reduce -0.1% 17,821 $1.2M
Arkadios Wealth Advisors 0.09% Add +25.9% 17,648 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Reduce -3.4% 17,628 $1.2M
Crescent Sterling, Ltd. 1.07% Reduce -16.6% 17,477 $1.2M
Principal Securities, Inc. 0.04% Add +8.9% 17,359 $1.2M
WNY Asset Management, LLC 0.18% Reduce -4.0% 17,352 $1.2M
Hunter Associates Investment Management LLC 0.20% Reduce -5.5% 17,317 $1.2M
Hilltop National Bank 0.39% — 17,331 $1.2M
IFP Advisors, Inc 0.05% Reduce -6.6% 17,199 $1.2M
Cutter & CO Brokerage, Inc. 0.28% Reduce -5.2% 17,085 $1.1M
Independent Advisor Alliance 0.04% Reduce -9.9% 17,030 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.0% 16,828 $1.1M
Ellsworth Advisors, LLC 0.32% Add +6.5% 15,561 $1.1M
Next Level Private LLC 0.52% Add +0.2% 16,751 $1.1M
Bogart Wealth, LLC 0.06% Add +14.3% 16,593 $1.1M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -0.8% 16,531 $1.1M
Main Street Financial Solutions, LLC 0.12% Add +418.3% 16,514 $1.1M
Integrated Advisors Network LLC 0.06% Reduce -75.1% 16,445 $1.1M
Wealthspire Advisors, LLC 0.01% Add +0.3% 16,394 $1.1M
Auxier Asset Management LLC 0.17% Reduce -7.0% 16,346 $1.1M
Banco de Sabadell, S.A 0.81% Add +11.3% 16,264 $1.1M
Osborne Partners Capital Management, LLC 0.07% No change 16,248 $1.1M
Baker Ellis Asset Management LLC 0.16% No change 16,200 $1.1M
Clifford Swan Investment Counsel LLC 0.04% Reduce -1.1% 16,114 $1.1M
Clal Insurance Enterprises Holdings Ltd 0.01% Reduce -20.0% 16,000 $1.1M
Marietta Investment Partners LLC 0.23% No change 15,924 $1.1M
Absher Wealth Management, LLC 0.15% Add +3.5% 15,845 $1.1M
Lincoln National Corp. 0.02% Add +10.2% 15,699 $1.1M
Hilltop Holdings Inc. 0.12% Reduce -5.7% 15,671 $1.1M
Northeast Investment Management 0.05% Add +1.9% 15,665 $1.1M
Rafferty Asset Management, LLC 0.00% Reduce -12.1% 15,585 $1.0M
SVB Wealth LLC 0.02% Reduce -44.8% 15,552 $1.0M
Navellier & Associates Inc. 0.13% Add +7.3% 15,543 $1.0M
Thompson Siegel & Walmsley LLC 0.02% No change 15,475 $1.0M
Ingalls & Snyder LLC 0.05% Reduce -1.8% 15,393 $1.0M
Donoghue Forlines LLC 0.29% Reduce -10.0% 15,386 $1.0M
Traynor Capital Management, Inc. 0.10% Reduce -5.7% 15,307 $1.0M
Crewe Advisors LLC 0.12% New 15,283 $1.0M
Perpetual Ltd 0.01% No change 15,294 $1.0M
AQR Capital Management 0.00% New 15,206 $1.0M
Busey Bank 0.04% Add +4.9% 15,113 $1.0M
Resurgent Financial Advisors LLC 0.54% Add +64.8% 15,075 $1.0M
EP Wealth Advisors, LLC 0.01% Add +25.1% 14,940 $1.0M
Clarius Group, LLC 0.07% Reduce -3.8% 14,934 $1.0M
Confluence Investment Management LLC 0.01% Add +1.0% 14,803 $992K
Caldwell Trust Co 0.12% Add +54.2% 14,789 $991K
Fox Run Management, L.L.C. 0.21% Add +101.1% 14,788 $991K
Cyndeo Wealth Partners, LLC 0.08% Add +0.1% 14,722 $987K
HBK Sorce Advisory LLC 0.03% Reduce -6.0% 14,685 $984K
Beck Mack & Oliver LLC 0.02% No change 14,657 $983K
Intrua Financial, LLC 0.15% Reduce -0.8% 14,583 $978K
American Financial Group Inc. 0.42% No change 14,500 $972K
Sunbelt Securities, Inc. 0.11% Add +2.4% 14,394 $965K
Composition Wealth, LLC 0.02% Reduce -1.5% 14,280 $957K
Chesley Taft & Associates LLC 0.05% No change 14,215 $953K
Kingsview Wealth Management, LLC 0.02% Add +0.7% 14,207 $952K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 14,200 $952K
Coronation Fund Managers Ltd. 0.03% Reduce -5.9% 14,133 $947K
Profund Advisors LLC 0.04% Reduce -12.3% 13,979 $937K
Mairs & Power Inc. 0.01% No change 13,920 $933K
First National Bank of Omaha 0.06% Reduce -11.8% 12,677 $929K
Toronto Dominion Bank 0.00% Add +0.1% 13,768 $923K
Legacy Financial Advisors, Inc. 0.16% Add +3.5% 13,654 $915K
Hayek Kallen Investment Management 0.35% Add +0.1% 13,598 $912K
Tiaa Trust, National Association 0.00% Add +4.9% 13,568 $910K
Sage Rhino Capital LLC 0.21% Add +0.5% 13,550 $908K
Pinnacle Wealth Planning Services, Inc. 0.13% Add +0.0% 13,545 $908K
Dynamic Advisor Solutions LLC 0.03% Add +5.1% 13,404 $899K
Arete Wealth Advisors, LLC 0.08% Reduce -11.0% 13,398 $898K
Radnor Capital Management, LLC 0.15% Reduce -4.4% 13,342 $894K
DMC Group, LLC 0.77% Add +9.3% 13,283 $890K
Dorsey & Whitney Trust CO LLC 0.06% Add +0.7% 13,215 $886K
EPG Wealth Management LLC 0.22% Add +0.3% 13,187 $884K
Brookstone Capital Management 0.02% Add +22.1% 13,038 $874K
Guggenheim Capital LLC 0.01% Reduce -25.7% 13,019 $873K
Caas Capital Management LP 0.37% Add +30.0% 13,000 $872K
Citadel Advisors 0.00% Add +46.9% 12,990 $871K
Nvwm, LLC 0.24% Add +2.7% 12,853 $862K
Shoker Investment Counsel, Inc. 0.31% No change 12,684 $862K
Pacific Global Investment Management Co. 0.16% Add +1.0% 12,828 $860K
Elevation Point Wealth Partners, LLC 0.07% Reduce -53.9% 12,791 $858K
Trust Co. of Toledo NA 0.13% Reduce -0.3% 12,776 $857K
Texas Yale Capital Corp. 0.04% No change 12,758 $855K
Arkos Global Advisors 0.14% Add +14.8% 12,654 $848K
Mutual Advisors, LLC 0.03% Add +2.1% 12,626 $846K
Wealth Alliance, LLC 0.11% Reduce -16.4% 12,532 $840K
First Manhattan Co. Llc. 0.00% Add +4.3% 12,433 $834K
True Wealth Design, LLC 0.21% Add +2.5% 12,418 $833K
Fidelis Capital Partners, LLC 0.13% Add +110.9% 12,405 $832K
Grey Street Capital, LLC 0.11% New 12,248 $821K
Oxbow Advisors, LLC 0.12% No change 12,240 $821K
NorthCoast Asset Management LLC 0.01% New 12,197 $818K
Pin Oak Investment Advisors Inc. 0.79% Reduce -0.3% 12,166 $816K
Ameritas Advisory Services, LLC 0.03% Add +14.2% 11,354 $813K
Lake Street Advisors Group, LLC 0.04% Reduce -7.4% 12,091 $811K
WESPAC Advisors, LLC 0.47% Add +13.7% 12,057 $808K
Diversified Trust Co. 0.02% Add +34.8% 11,992 $804K
J.W. Cole Advisors, Inc. 0.04% Reduce -0.4% 11,974 $804K
Great Diamond Partners, LLC 0.18% Add +2.1% 11,964 $802K
Aull & Monroe Investment Management Corp 0.37% No change 11,947 $801K
James Investment Research, Inc. 0.10% Reduce -0.7% 11,932 $800K
Farmers & Merchants Investments Inc. 0.03% Reduce -4.0% 11,920 $799K
Mather Group, Llc. 0.01% Reduce -6.3% 12,107 $797K
Ironsides Asset Advisors, LLC 0.27% Add +12.5% 11,845 $794K
Bank Ozk 0.35% Add +79.7% 11,828 $793K
GFG Capital, LLC 0.20% Add +0.1% 11,824 $793K
HUB Investment Partners, LLC 0.04% Add +18.9% 11,751 $788K
Glen Eagle Advisors, LLC 0.15% Add +6.9% 11,750 $788K
Coldstream Capital Management Inc. 0.02% Add +13.4% 11,684 $783K
Syon Capital LLC 0.07% Add +2.6% 11,645 $781K
ETF Store, Inc. 0.45% Reduce -1.0% 11,642 $780K
Evoke Wealth, LLC 0.02% New 11,605 $778K
Bessemer Group Inc. 0.00% Reduce -6.4% 11,405 $765K
Caprock Group, LLC 0.04% Reduce -5.3% 11,410 $765K
Independent Financial Group, LLC 0.04% Reduce -1.2% 11,366 $762K
Nwam LLC 0.06% Reduce -8.5% 10,635 $760K
Williamson Legacy Group, LLC 0.59% Add +3.6% 11,292 $757K
Capital Investment Advisors, LLC 0.02% Reduce -2.7% 11,285 $757K
GW Henssler & Associates Ltd. 0.04% No change 11,167 $749K
Bright Futures Wealth Management, LLC. 0.41% — 10,475 $748K
Flagship Harbor Advisors, LLC 0.05% Reduce -0.5% 11,144 $747K
SYSTM Wealth Solutions LLC 0.09% Reduce -11.0% 11,133 $746K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -15.2% 11,114 $745K
Moneta Group Investment Advisors LLC 0.01% Reduce -9.1% 11,063 $742K
&partners 0.10% Add +60.4% 11,039 $740K
Gryphon Financial Partners LLC 0.13% New 11,029 $739K
Gratus Wealth Advisors, LLC 0.14% New 10,355 $736K
First Horizon Advisors, Inc. 0.02% Reduce -3.6% 10,955 $734K
Founders Financial Securities LLC 0.08% New 10,936 $733K
TrinityPoint Wealth, LLC 0.12% Add +8.6% 10,916 $732K
John G Ullman & Associates Inc. 0.11% Add +7.9% 10,900 $731K
Freedom Investment Management, Inc. 0.06% Reduce -16.2% 10,891 $730K
MIdWestOne Financial Group, Inc. 0.13% Reduce -22.8% 10,853 $728K
Retirement Planning Co of New England, Inc. 0.40% Reduce -5.2% 10,844 $727K
Horizon Investments, LLC 0.02% Add +41580.8% 10,837 $727K
Aaron Wealth Advisors LLC 0.10% Add +180.4% 10,817 $725K
Puzo Michael J 0.20% Reduce -24.6% 10,750 $721K
AE Wealth Management LLC 0.01% Reduce -69.3% 10,690 $717K
Finivi Inc. 0.65% Add +1.1% 10,671 $715K
Investors Research Corp 0.17% Reduce -1.8% 10,657 $714K
Eagle Asset Management Inc. 0.00% Reduce -2.3% 10,511 $714K
Concourse Financial Group Securities, Inc. 0.05% Reduce -1.0% 10,644 $714K
Trust Point Inc. 0.06% Add +25.9% 10,558 $708K
Private Trust Co. NA 0.08% Add +0.2% 10,557 $708K
Schnieders Capital Management LLC 0.15% No change 10,460 $701K
Alhambra Investment Management LLC 0.38% Add +32.3% 10,443 $700K
Henry James International Management Inc. 0.21% No change 10,387 $696K
Sigma Planning Corp 0.02% Add +84.0% 10,383 $696K
9258 Wealth Management, LLC 0.11% Reduce -0.3% 10,351 $694K
Allworth Financial LP 0.00% Add +23.1% 10,287 $690K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -4.6% 10,266 $688K
Harmony Asset Management LLC 0.28% Add +77.0% 10,207 $684K
Benjamin F. Edwards & Company, Inc. 0.01% Add +2.4% 10,175 $682K
Qtron Investments LLC 0.10% Add +15.2% 10,135 $679K
Rosenberg Matthew Hamilton 0.19% Add +1.1% 9,924 $674K
Lanark Financial, Inc. 0.06% Add +3.4% 10,060 $674K
Ballentine Partners, LLC 0.01% Add +1.0% 10,045 $673K
Bradley Foster & Sargent Inc. 0.01% Reduce -7.3% 10,042 $673K
Welch & Forbes LLC 0.01% Reduce -1.8% 10,032 $673K
Balentine LLC 0.02% Add +2.2% 10,029 $672K
Schulhoff & Co. Inc. 0.29% Add +1.9% 10,022 $672K
Norden Group LLC 0.14% Add +72.5% 10,015 $671K
Northwest Capital Management Inc 0.21% No change 10,000 $670K
Bank of Hawaii 0.03% Reduce -0.5% 9,978 $669K
Empower Advisory Group, LLC 0.00% Reduce -3.0% 9,970 $668K
Birmingham Capital Management Co. Inc. 0.25% Reduce -12.7% 9,965 $668K
Intrust Bank NA 0.07% Reduce -2.1% 9,950 $667K
Trust Co. of Vermont 0.04% Add +8.3% 9,940 $666K
Penbrook Management LLC 0.41% No change 9,900 $664K
Wrapmanager Inc. 0.18% Reduce -1.1% 9,785 $656K
Beverly Hills Private Wealth, LLC 0.15% Add +26.8% 9,771 $655K
W Advisors, LLC 0.45% No change 9,764 $655K
Marks Group Wealth Management, Inc 0.07% Reduce -21.0% 9,761 $654K
Certuity, LLC 0.06% Add +2.5% 9,754 $654K
Vaughan David Investments LLC 0.02% Add +33.5% 9,716 $651K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.16% Add +0.3% 9,699 $650K
Circle Wealth Management, LLC 0.02% No change 9,695 $650K
Smithfield Trust Co 0.03% Add +0.3% 9,706 $649K
GAMCO Investors 0.01% Add +2.8% 9,652 $647K
Baker Tilly Wealth Management, LLC 0.12% Add +2.9% 9,636 $646K
Verdence Capital Advisors LLC 0.06% Reduce -0.2% 9,607 $644K
TCTC Holdings, LLC 0.02% Add +1.3% 9,586 $643K
Spire Wealth Management 0.01% Add +2.7% 9,556 $641K
Choreo, LLC 0.02% Add +9.7% 9,557 $641K
NBT Bank, N.A. 0.05% Reduce -0.8% 9,550 $640K
Fruth Investment Management 0.17% No change 9,548 $640K
Dynasty Wealth Management, LLC 0.02% — 9,546 $640K
CWA Asset Management Group, LLC 0.04% New 9,514 $638K
Waverly Advisors, LLC 0.01% New 9,502 $637K
Blue Trust, Inc. 0.01% Add +7.2% 9,466 $635K
Swiss Life Asset Management Ltd 0.01% Reduce -36.1% 9,450 $634K
Atom Investors LP 0.08% Add +193.5% 9,435 $633K
First Wilshire Securities Management Inc. 0.18% Add +2.1% 9,365 $628K
180 Wealth Advisors, LLC 0.11% Add +1.5% 9,277 $622K
MSH Capital Advisors LLC 0.22% Reduce -2.6% 9,276 $622K
Elevated Capital Advisors, LLC 0.18% No change 9,259 $621K
Harrell Investment Partners, LLC 0.18% Add +0.4% 9,252 $620K
Eagle Rock Investment Company, LLC 0.12% No change 9,250 $620K
Northeast Financial Consultants Inc 0.03% No change 9,250 $620K
Strategic Planning Group, LLC 0.15% Add +18.8% 9,232 $619K
National Philanthropic Trust 0.01% Reduce -9.5% 9,183 $616K
Collaborative Wealth Managment Inc. 0.31% New 9,175 $615K
GC Wealth Management RIA, LLC 0.12% Add +15.1% 9,159 $614K
Wedmont Private Capital 0.04% Add +8.8% 8,509 $611K
Gradient Investments LLC 0.01% Reduce -3.6% 9,116 $611K
Axxcess Wealth Management, LLC 0.02% Add +1.0% 9,101 $610K
Baldwin Investment Management, LLC 0.08% No change 9,029 $605K
Private Capital Management, LLC 0.07% No change 9,024 $605K
Harbour Capital Advisors, LLC 0.15% Add +0.7% 8,565 $597K
Criterion Capital Advisors, LLC 0.40% No change 8,900 $597K
PICTET BANK & TRUST Ltd 0.63% Reduce -8.3% 8,870 $595K
Karpas Strategies, LLC 0.18% No change 8,852 $593K
Greenwood Gearhart LLC 0.06% Reduce -95.8% 8,792 $589K
Woodmont Investment Counsel LLC 0.05% No change 8,758 $587K
Kovack Advisors, Inc. 0.07% Reduce -1.5% 8,732 $585K
PDS Planning, Inc 0.06% Add +2.0% 8,714 $584K
Stonegate Investment Group, LLC 0.02% Add +21.2% 8,700 $583K
Diligent Investors, LLC 0.15% No change 8,628 $578K
Hancock Whitney Corp. 0.02% Reduce -22.5% 8,626 $578K
Boyd Watterson Asset Management LLC 0.21% No change 8,613 $577K
Cardiff Park Advisors, LLC 0.05% Add +15.7% 8,554 $573K
GeoWealth Management, LLC 0.02% Add +41.0% 8,552 $573K
R.H. Dinel Investment Counsel, Inc. 0.37% Reduce -10.3% 8,540 $573K
Boston Family Office LLC 0.04% No change 8,502 $570K
Gallacher Capital Management LLC 0.29% Add +3.1% 8,459 $567K
BKM Wealth Management, LLC 0.24% Add +56.0% 8,445 $566K
Williams Jones Wealth Management, LLC. 0.01% No change 8,392 $563K
Ignite Planners, LLC 0.16% Add +0.3% 8,278 $562K
Eight 31 Financial, LLC 0.35% Add +19.2% 8,375 $561K
CreativeOne Wealth, LLC 0.02% Add +19.4% 8,378 $561K
North Star Investment Management Corp. 0.04% Reduce -7.1% 8,358 $560K
Philadelphia Trust Co. 0.04% No change 8,350 $560K
Mitchell Sinkler & Starr 0.14% New 8,330 $558K
Broadwater Capital Management LLC 0.42% Add +0.3% 8,236 $552K
Covenant Partners, LLC 0.16% Add +23.4% 8,231 $552K
Legacy Wealth Asset Management, LLC 0.15% Add +1.0% 8,130 $545K
Estabrook Capital Management 0.08% Reduce -9.1% 8,124 $545K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.8% 8,105 $543K
Dearborn Partners LLC 0.02% Reduce -36.2% 8,085 $542K
Buckingham Strategic Wealth, LLC 0.01% Add +98.8% 8,067 $541K
Avestar Capital, LLC 0.06% Add +39.0% 8,062 $540K
StrongBox Wealth, LLC 0.28% Add +4.4% 8,007 $537K
One Wealth Advisors, LLC 0.09% Add +28.7% 7,975 $535K
Kavar Capital Partners Group, LLC 0.10% Add +19.4% 7,970 $534K
Harbour Investments, Inc. 0.02% Reduce -1.8% 7,956 $533K
Bartlett & Co. Wealth Management LLC 0.01% Add +2.5% 7,939 $532K
Motco 0.03% Add +1.3% 7,932 $532K
Simon Quick Advisors, LLC 0.04% Reduce -1.0% 7,869 $528K
Ellerson Group Inc. 0.40% Reduce -1.3% 7,851 $526K
Crescent Grove Advisors, LLC 0.05% Add +0.3% 7,824 $525K
Aptus Capital Advisors, LLC 0.01% New 7,819 $524K
Westwood Holdings Group Inc. 0.00% Add +0.2% 7,788 $522K
Bruce G. Allen Investments, LLC 0.43% Add +0.1% 7,770 $521K
Wealthcare Advisory Partners LLC 0.02% Add +10.8% 7,759 $520K
Councilmark Asset Management, LLC 0.37% — 7,725 $518K
Albert D Mason Inc. 0.32% Reduce -6.4% 7,706 $517K
Gables Capital Management Inc. 0.28% No change 7,690 $516K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -3.4% 7,624 $511K
Curi Capital, LLC 0.01% Reduce -2.5% 7,619 $511K
Cozad Asset Management Inc. 0.05% Add +3.2% 7,581 $508K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.5% 7,577 $508K
Seed Wealth Management, Inc. 0.48% Reduce -9.7% 7,465 $507K
Sivia Capital Partners, LLC 0.34% Reduce -0.6% 7,561 $507K
Chemistry Wealth Management LLC 0.14% Add +7.3% 7,548 $506K
Plancorp, LLC 0.02% Add +3.9% 7,484 $502K
Romano Brothers and Company 0.07% No change 7,484 $502K
Ausdal Financial Partners, Inc. 0.06% Reduce -0.9% 7,456 $500K
Flputnam Investment Management Co. 0.01% Add +63.2% 7,448 $499K
Parsons Capital Management Inc. 0.03% Reduce -2.8% 7,386 $495K
Lindbrook Capital, LLC 0.05% Reduce -5.7% 7,352 $493K
Wallace Advisory Group, LLC 0.37% Reduce -3.6% 7,465 $491K
West Oak Capital, LLC 0.21% No change 7,305 $490K
First Foundation Advisors 0.02% Reduce -8.9% 7,246 $486K
Equitable Holdings, Inc. 0.01% Reduce -14.3% 7,245 $486K
Moneco Advisors, LLC 0.08% Reduce -42.1% 7,234 $485K
Cullinan Associates Inc. 0.03% Reduce -5.3% 7,200 $483K
Childress Capital Advisors, LLC 0.14% New 7,190 $482K
Argent Trust Co 0.02% Reduce -2.8% 7,186 $482K
Pullen Investment Management, LLC 0.41% — 7,185 $482K
Lebenthal Global Advisors, LLC 0.11% Add +0.2% 7,129 $478K
Leo Wealth, LLC 0.05% Reduce -10.8% 7,063 $477K
Choate Investment Advisors 0.01% No change 7,101 $476K
Jones Financial Companies LLLP 0.00% Add +143.9% 7,090 $475K
Transcend Capital Advisors, LLC 0.04% Reduce -3.9% 7,079 $475K
Select Asset Management & Trust 0.20% Reduce -19.8% 7,074 $474K
Drive Wealth Management, LLC 0.13% Reduce -4.0% 7,057 $473K
Janus Henderson Group PLC 0.00% Reduce -26.2% 7,026 $471K
FORA Capital, LLC 0.04% New 6,959 $467K
Courier Capital LLC 0.03% Reduce -47.3% 6,928 $464K
Summit Financial Group, Inc. 0.16% Reduce -0.7% 6,910 $463K
Allspring Global Investments Holdings, LLC 0.00% Add +1293.5% 6,898 $462K
Rothschild Investment LLC 0.03% Reduce -1.1% 6,890 $462K
Westmount Partners, LLC 0.17% Add +3.1% 6,883 $461K
AlTi Global, Inc. 0.01% Add +4.9% 6,883 $461K
Headinvest, LLC 0.09% No change 6,852 $459K
Brighton Jones LLC 0.02% Add +39.9% 6,818 $457K
SteelPeak Wealth, LLC 0.02% Add +2.5% 6,815 $457K
Farther Finance Advisors, LLC 0.03% Reduce -10.9% 6,682 $454K
InTrack Investment Management Inc 0.34% Add +1.6% 6,762 $453K
NTV Asset Management LLC 0.07% No change 6,757 $453K
Rossmore Private Capital 0.06% Reduce -3.3% 6,753 $453K
Raab & Moskowitz Asset Management LLC 0.13% Reduce -0.2% 6,751 $453K
Apexium Financial, LP 0.03% No change 6,736 $452K
EverSource Wealth Advisors, LLC 0.04% Add +0.0% 6,300 $451K
Sonora Investment Management Group, LLC 0.04% Reduce -15.5% 6,675 $448K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +7.7% 6,658 $446K
Hara Capital LLC 0.27% Add +43.0% 6,655 $446K
Founders Financial Alliance, LLC 0.13% Add +0.5% 6,631 $445K
Jacobi Capital Management LLC 0.04% Add +1.0% 6,590 $442K
Aveo Capital Partners, LLC 0.05% Add +13.3% 6,091 $441K
Ethic Inc. 0.01% Add +12.0% 6,562 $440K
Venture Visionary Partners LLC 0.02% Reduce -8.3% 6,557 $440K
Baron Wealth Management LLC 0.23% No change 6,543 $439K
Arkfeld Wealth Strategies, L.L.C. 0.24% Add +0.7% 6,016 $437K
Birch Hill Investment Advisors LLC 0.02% No change 6,500 $436K
Clarus Group, Inc. 0.30% Add +0.4% 6,489 $435K
Cambridge Trust Co. 0.02% Reduce -0.4% 6,470 $434K
Berkeley Capital Partners, LLC 0.13% Add +16.8% 6,444 $432K
Beaton Management Co. Inc. 0.24% No change 6,450 $432K
Matthew Goff Investment Advisor, LLC 0.09% No change 6,433 $431K
Transform Wealth, LLC 0.04% Reduce -8.2% 6,409 $430K
New Republic Capital, LLC 0.27% Reduce -16.8% 6,389 $428K
Sage Mountain Advisors LLC 0.04% Add +0.8% 6,376 $427K
Probity Advisors, Inc. 0.09% Add +5.3% 6,370 $427K
Federation des caisses Desjardins du Quebec 0.00% Reduce -11.2% 6,370 $427K
Rwa Wealth Partners, LLC 0.01% Add +0.3% 6,368 $427K
Principle Wealth Partners LLC 0.03% No change 6,334 $425K
Patten & Patten Inc. 0.03% Reduce -1.2% 6,319 $424K
Barclays PLC 0.00% Add +178.9% 6,318 $424K
Aspen Grove Capital, LLC 0.12% Add +0.3% 6,307 $423K
Alliance Wealth Advisors, LLC 0.13% Reduce -2.5% 6,285 $421K
Insight 2811, Inc. 0.22% Reduce -1.4% 6,266 $420K
Element Wealth, LLC 0.25% Add +0.6% 6,262 $420K
Diversify Advisory Services, LLC 0.02% — 6,156 $418K
FAS Wealth Partners, Inc. 0.04% Add +0.5% 6,231 $418K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -9.6% 6,218 $417K
Farmers Trust Co. 0.08% No change 6,210 $416K
Baxter Bros Inc. 0.05% Reduce -9.5% 6,195 $415K
Sittner & Nelson, LLC 0.21% Add +0.0% 6,180 $414K
Cubic Asset Management, LLC 0.10% No change 6,180 $414K
Mattern Wealth Management LLC 0.10% Add +0.0% 6,179 $414K
Beacon Capital Management, LLC 0.08% Add +0.7% 6,155 $413K
Fulton Bank, N.A. 0.02% Reduce -37.1% 6,131 $411K
Hanson & Doremus Investment Management 0.07% Reduce -4.3% 6,111 $410K
IHT Wealth Management, LLC 0.02% Reduce -9.3% 6,102 $409K
Alpha Omega Wealth Management LLC 0.08% No change 6,100 $409K
Hamel Associates, Inc. 0.13% No change 6,050 $406K
Tucker Asset Management LLC 0.09% Add +20.7% 6,047 $405K
Prio Wealth Limited Partnership 0.01% Add +19.2% 6,040 $405K
Asset Advisors Investment Management, LLC 0.05% No change 6,000 $402K
Argonautica Private Wealth Management, Inc. 0.14% Reduce -12.4% 5,984 $401K
Calydon Capital 0.08% Add +2.7% 5,422 $401K
Advisors Capital Management, LLC 0.01% Reduce -7.2% 5,968 $400K
Texas Capital Bancshares Inc 0.18% Reduce -0.5% 5,931 $398K
Moody National Bank Trust Division 0.03% Reduce -9.5% 5,913 $396K
Modera Wealth Management, LLC 0.01% Add +3.1% 5,913 $396K
Parkside Financial Bank & Trust 0.06% Add +6.5% 5,895 $395K
Ledyard National Bank 0.04% No change 5,892 $395K
Mgo One Seven LLC 0.02% Reduce -17.7% 5,811 $390K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -3.9% 5,804 $389K
1900 Wealth Management LLC 0.04% Add +57.5% 5,782 $388K
Sentry LLC 0.07% No change 5,760 $386K
Bill Few Associates, Inc. 0.16% Add +9.6% 5,746 $385K
Crestwood Advisors Group, LLC 0.01% Add +3.0% 5,730 $384K
Berkshire Asset Management LLC 0.02% Reduce -6.8% 5,728 $384K
KCM Investment Advisors LLC 0.01% New 5,714 $383K
Bryn Mawr Trust Advisors, LLC 0.02% No change 5,700 $382K
Peregrine Asset Advisers, Inc. 0.15% No change 5,695 $382K
Steward Partners Investment Solutions, LLC 0.06% Reduce -6.0% 5,681 $381K
AIMZ Investment Advisors, LLC 0.14% Reduce -8.1% 5,675 $380K
Summit X, LLC 0.10% Add +11.3% 5,643 $378K
Atlantic Union Bankshares Corp 0.03% No change 5,637 $378K
KLR Investment Advisors, LLC 0.27% Reduce -76.4% 5,210 $377K
Levin Capital Strategies, L.P. 0.04% No change 5,618 $377K
Personal Cfo Solutions, LLC 0.06% Reduce -4.3% 5,609 $376K
Anchor Investment Management, LLC 0.04% Reduce -7.4% 5,597 $375K
Rehmann Capital Advisory Group 0.03% Reduce -3.3% 5,590 $375K
Seven Mile Advisory 0.28% Reduce -3.9% 5,523 $370K
Strategic Advisors LLC 0.07% Reduce -15.4% 5,500 $369K
Cedar Brook Financial Partners, LLC 0.07% Add +1.5% 5,446 $365K
AlphaQ Advisors LLC 0.22% Reduce -12.8% 5,438 $365K
Essex Bank 0.11% No change 5,513 $363K
Isthmus Partners, LLC 0.04% New 5,407 $362K
Wealthstream Advisors, Inc. 0.14% Reduce -25.3% 5,373 $360K
Merit Financial Group, LLC 0.01% New 4,953 $358K
Greenfield Savings Bank 0.19% No change 5,298 $355K
Paragon Capital Management LLC 0.19% Add +1.2% 5,294 $355K
Tevis Investment Management 0.30% Reduce -8.9% 5,290 $355K
Strategic Financial Concepts, LLC 0.09% Add +49.1% 5,279 $354K
Aries Wealth Management 0.11% No change 5,269 $353K
Bridges Investment Management Inc. 0.01% No change 5,236 $351K
Gratus Capital, LLC 0.02% New 5,192 $348K
Knights of Columbus Asset Advisors LLC 0.03% Add +128.5% 5,176 $347K
Eagle Harbor Asset Management Inc. 0.37% Reduce -10.3% 5,161 $346K
International Assets Investment Management, LLC 0.04% Add +5.0% 5,063 $344K
Lunt Capital Management, Inc. 0.17% Reduce -6.0% 5,099 $342K
Abacus Planning Group, Inc. 0.07% Add +1.8% 5,092 $341K
Uptick Partners, LLC 0.26% Reduce -0.7% 5,060 $339K
BigSur Wealth Management LLC 0.11% Add +42.4% 5,036 $338K
Icon Wealth Advisors, LLC 0.03% Add +4.5% 5,021 $337K
Chelsea Counsel Co. 0.19% Reduce -81.4% 5,012 $336K
Villere St Denis J & Co. LLC 0.03% Reduce -16.7% 5,000 $335K
RBF Capital, LLC 0.02% No change 5,000 $335K
Hardman Johnston Global Advisors LLC 0.01% No change 5,000 $335K
Vista Investment Partners LLC 0.12% No change 4,998 $335K
Semper Augustus Investments 0.06% No change 4,968 $333K
Global Retirement Partners, LLC 0.01% Add +39.8% 4,936 $331K
PFS Partners, LLC 0.22% Add +0.9% 4,924 $330K
Ti-Trust, Inc. 0.24% Add +19.9% 4,920 $330K
Naples Global Advisors, LLC 0.03% Reduce -14.7% 4,917 $330K
Mengis Capital Management, Inc. 0.05% New 4,910 $329K
Founders Capital Management, LLC 0.06% Reduce -2.0% 4,862 $326K
Saturna Capital Corp. 0.00% Reduce -44.9% 4,849 $325K
Atlas Brown,Inc. 0.12% No change 4,842 $325K
Resonant Capital Advisors, LLC 0.03% Add +18.0% 4,838 $324K
Keudell/Morrison Wealth Management 0.10% Add +18.5% 4,831 $324K
E&G Advisors, LLC 0.10% Reduce -7.7% 4,829 $324K
Concorde Asset Management, LLC 0.22% Reduce -0.2% 4,828 $324K
Joel Isaacson & Co., LLC 0.02% Add +38.7% 4,817 $323K
Red Door Wealth Management, LLC 0.06% Add +13.2% 4,807 $322K
Key Client Fiduciary Advisors, LLC 0.17% Add +0.4% 4,805 $322K
Brave Asset Management Inc. 0.08% No change 4,800 $322K
Lantz Financial LLC 0.10% Add +10.5% 4,785 $321K
Keel Point, LLC 0.03% Reduce -3.2% 4,783 $321K
Capital Advisors Inc. 0.01% Add +3.9% 4,770 $320K
Atlas Capital Advisors Inc. 0.05% Reduce -13.8% 4,743 $318K
Campbell & CO Investment Adviser LLC 0.03% New 4,728 $317K
Compagnie Lombard Odier SCmA 0.01% No change 4,710 $316K
Wolverine Trading, LLC 0.00% New 4,708 $316K
AllSquare Wealth Management LLC 0.18% No change 4,700 $315K
Investors Asset Management of Georgia Inc. /Ga/ 0.15% Reduce -12.0% 4,685 $314K
Chicago Capital, LLC 0.01% Reduce -10.1% 4,664 $313K
Gateway Wealth Partners, LLC 0.11% Reduce -3.1% 4,659 $312K
Granite Investment Partners, LLC 0.01% No change 4,655 $312K
McAdam, LLC 0.02% No change 4,650 $312K
Gagnon Securities LLC 0.07% Reduce -2.6% 4,631 $310K
Independence Bank of Kentucky 0.09% Reduce -23.9% 4,628 $310K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -2.2% 4,615 $309K
Keating Investment Counselors Inc. 0.10% Add +6.7% 4,600 $308K
Lawson Kroeker Investment Management Inc. 0.06% Reduce -7.6% 4,595 $308K
Southeast Asset Advisors, LLC 0.04% No change 4,558 $306K
Chatham Capital Group, Inc. 0.06% No change 4,550 $305K
Carret Asset Management, LLC 0.04% No change 4,536 $304K
FDx Advisors, Inc. 0.05% Reduce -81.0% 4,537 $304K
Foster Victor Wealth Advisors, LLC 0.03% No change 4,179 $304K
Abel Hall, LLC 0.23% Add +4.2% 4,526 $303K
SevenBridge Financial Group, LLC 0.07% Reduce -17.6% 4,192 $303K
First American Trust, FSB 0.03% New 4,524 $303K
First Financial Corp. 0.15% Add +0.6% 4,499 $302K
Capital Investment Advisory Services, LLC 0.03% Add +1.3% 4,498 $302K
SG Americas Securities, LLC 0.00% Reduce -59.9% 4,471 $300K
Canopy Partners, LLC 0.15% Add +33.4% 4,474 $300K
Davis R M Inc. 0.01% Add +25.6% 4,468 $300K
Ballew Advisors, Inc 0.21% Reduce -4.5% 4,121 $299K
Summitry LLC 0.02% New 4,454 $299K
Lafayette Investments, Inc. 0.07% Reduce -8.2% 4,452 $298K
First National Bank of Hutchinson 0.20% Add +0.5% 4,439 $298K
Eads & Heald Wealth Management 0.14% Reduce -2.3% 4,424 $297K
St Germain D J Co. Inc. 0.01% Reduce -5.8% 4,408 $296K
Shulman DeMeo Asset Management LLC 0.08% No change 4,407 $295K
TBH Global Asset Management, LLC 0.06% Reduce -4.2% 4,404 $295K
Indie Asset Partners, LLC 0.26% No change 4,365 $293K
Alliance Wealth Advisors, LLC 0.18% Add +0.1% 4,355 $292K
Quotient Wealth Partners, LLC 0.01% Reduce -4.9% 4,343 $291K
WASHINGTON TRUST Co 0.01% No change 4,330 $290K
Cape Cod Five Cents Savings Bank 0.03% Reduce -12.2% 4,300 $288K
Roman Butler Fullerton & Co. 0.11% Reduce -6.5% 3,978 $288K
Linscomb Wealth, Inc. 0.01% Add +4.7% 4,295 $288K
Tranquility Partners, LLC 0.11% Add +1.6% 4,271 $286K
Sutton Place Investors LLC 0.14% Reduce -0.9% 4,262 $286K
PFG Advisors 0.02% Add +14.0% 4,255 $285K
CRA Financial Services, LLC 0.06% No change 4,255 $285K
Phillips Wealth Planners LLC 0.33% Reduce -1.3% 4,012 $285K
Confluence Wealth Services, Inc. 0.03% Reduce -15.9% 4,248 $285K
BLB&B Advisors, LLC 0.02% Reduce -6.6% 4,244 $285K
World Investment Advisors 0.04% New 4,238 $284K
Ransom Advisory, Ltd 0.15% — 4,237 $284K
Focus Financial Network, Inc. 0.01% — 3,994 $284K
Marcum Wealth, LLC 0.03% Add +3.7% 4,223 $283K
Banque Cantonale Vaudoise 0.01% No change 4,200 $282K
Kozak & Associates, Inc. 0.08% Add +1.0% 3,923 $281K
Smith, Moore & Co. 0.03% Reduce -4.8% 4,196 $281K
Henshaw Capital LLC 0.01% No change 4,186 $281K
Signature Wealth Management Partners, LLC 0.23% No change 4,168 $279K
Keating Wealth Management LLC 0.17% Reduce -4.1% 4,165 $279K
J. W. Coons Advisors, LLC 0.05% No change 4,165 $279K
Cetera Trust Company, N.A 0.17% Reduce -10.8% 4,150 $278K
Credit Agricole S A 0.00% No change 3,900 $277K
Evolution Wealth Advisors, LLC 0.05% No change 4,124 $276K
Duncker Streett & Co. Inc. 0.05% Add +24.4% 4,118 $276K
Sepio Capital, LP 0.02% Reduce -8.3% 4,117 $276K
First Citizens Bank & Trust Co. 0.01% Add +8.9% 4,116 $276K
Silverlake Wealth Management LLC 0.14% No change 4,114 $276K
Steel Grove Capital Advisors, LLC 0.04% No change 4,111 $276K
Coastal Bridge Advisors, LLC 0.06% Add +0.2% 4,061 $272K
Argent Advisors, Inc. 0.11% Add +10.3% 4,059 $272K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -5.9% 4,054 $272K
Stokes Family Office, LLC 0.03% Reduce -1.7% 4,048 $271K
LaSalle St. Investment Advisors, LLC 0.15% New 4,063 $271K
Mechanics Bank Trust Department 0.04% Reduce -1.2% 4,039 $271K
RDA Financial Network 0.09% No change 4,029 $270K
Waldron Private Wealth LLC 0.01% Reduce -0.0% 4,004 $268K
Leonteq Securities AG 0.04% No change 4,000 $268K
Tritonpoint Wealth, LLC 0.03% Reduce -2.4% 4,057 $267K
Orange Investment Advisors, Inc. 0.03% No change 3,980 $267K
JGP Global Gestao de Recursos Ltda. 0.17% No change 3,975 $266K
Traveka Wealth, LLC 0.12% Add +13.2% 3,967 $266K
GAMMA Investing LLC 0.05% Add +21.8% 3,961 $266K
NorthCrest Asset Manangement, LLC 0.01% Reduce -0.6% 3,954 $265K
Triasima Portfolio Management inc. 0.02% Reduce -31.1% 3,940 $264K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,925 $263K
Sax Wealth Advisors, LLC 0.03% No change 3,924 $263K
Jamison Private Wealth Management, Inc. 0.04% Reduce -4.4% 3,923 $263K
Palisade Asset Management, LLC 0.03% Reduce -9.8% 3,921 $263K
Summit Trail Advisors, LLC 0.01% Add +4.4% 3,918 $263K
Kingswood Wealth Advisors, LLC 0.03% Reduce -69.1% 3,917 $263K
Fifth Third Wealth Advisors LLC 0.04% New 3,915 $262K
Hexagon Capital Partners LLC 0.06% Add +23.2% 3,895 $261K
Callan Capital, LLC 0.02% Reduce -16.8% 3,891 $261K
Blue Chip Partners, LLC 0.03% Reduce -27.4% 3,880 $260K
Squarepoint Ops LLC 0.00% Reduce -43.6% 3,845 $258K
Cooper Financial Group 0.04% Add +0.5% 3,832 $257K
Woodward Diversified Capital, LLC 0.16% Reduce -4.8% 3,829 $257K
Zions Bancorporation, N.A. 0.02% Reduce -1.2% 3,820 $256K
Family Manage LLC 0.05% No change 3,814 $256K
Financial Management Professionals, Inc. 0.04% Reduce -13.1% 3,805 $255K
Holderness Investments Co. 0.06% Reduce -0.3% 3,795 $254K
Encompass More Asset Management 0.21% New 3,784 $254K
Beacon Financial Advisory LLC 0.12% Add +3.0% 3,784 $254K
Good Life Advisors, LLC 0.02% Reduce -9.7% 3,767 $253K
Tyche Wealth Partners LLC 0.06% No change 3,749 $251K
Boston Trust Walden Corp 0.00% No change 3,748 $251K
Clear Harbor Asset Management, LLC 0.02% No change 3,746 $251K
Marco Investment Management LLC 0.02% No change 3,745 $251K
GQG Partners LLC 0.00% No change 3,735 $250K
Western Wealth Management, LLC 0.02% Add +10.4% 3,721 $249K
Successful Portfolios LLC 0.17% Add +14.7% 3,720 $249K
Summit Global Investments 0.02% Reduce -74.3% 3,716 $249K
Chapin Davis, Inc. 0.09% Add +0.1% 3,714 $249K
Pekin Hardy Strauss, Inc. 0.03% No change 3,713 $249K
Horan Securities, Inc. 0.12% Add +2.4% 3,709 $249K
NWF Advisory Services Inc. 0.04% Add +8.8% 3,698 $248K
Foundations Investment Advisors, LLC 0.01% Add +6.5% 3,683 $247K
MBE Wealth Management, LLC 0.15% No change 3,679 $247K
Prudent Man Advisors, LLC 0.09% Reduce -19.8% 3,664 $246K
Strategic Global Advisors, LLC 0.05% Reduce -0.3% 3,655 $245K
HCR Wealth Advisors 0.04% No change 3,651 $245K
Goodman Financial Corp 0.06% No change 3,626 $243K
Fiera Capital Corp 0.00% New 3,624 $243K
Procyon Advisors, LLC 0.02% Reduce -3.4% 3,616 $242K
Avion Wealth 0.07% Add +51.0% 3,605 $242K
Cadinha & Co. LLC 0.04% Reduce -10.9% 3,605 $242K
Kathmere Capital Management, LLC 0.03% Add +10.4% 3,604 $242K
Montecito Bank & Trust 0.05% Add +6.1% 3,582 $240K
Delta Asset Management LLC 0.02% No change 3,547 $238K
Tufton Capital Management 0.05% No change 3,545 $238K
Imprint Wealth LLC 0.06% New 3,495 $237K
Sawyer & Company, Inc 0.09% Reduce -1.5% 3,536 $237K
Barlow Wealth Partners, LLC 0.03% No change 3,272 $237K
Weinberger Asset Management, Inc 0.11% No change 3,521 $236K
Catalina Capital Group, LLC 0.10% New 3,517 $236K
Smart Money Group LLC 0.09% Reduce -0.1% 3,288 $236K
Linden Thomas Advisory Services, LLC 0.04% New 3,477 $233K
Titleist Asset Management, LLC 0.04% New 3,472 $233K
Trinity Legacy Partners, LLC 0.07% Reduce -10.4% 3,450 $231K
Stratos Wealth Advisors, LLC 0.01% Reduce -37.3% 3,408 $229K
Doliver Advisors, LP 0.06% Reduce -8.1% 3,397 $228K
Grove Bank & Trust 0.04% No change 3,396 $228K
HM Payson & Co. 0.00% No change 3,392 $227K
Geneos Wealth Management Inc. 0.01% No change 3,378 $226K
CFM Wealth Partners LLC 0.05% Reduce -3.7% 3,367 $226K
Trek Financial, LLC 0.02% Add +3.3% 3,353 $225K
LM Advisors LLC 0.04% Reduce -9.4% 3,340 $224K
OneAscent Financial Services LLC 0.02% Add +6.6% 3,338 $224K
City Holding Co. 0.03% Reduce -3.1% 3,335 $224K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 3,331 $223K
United Community Bank 0.09% Add +4.4% 3,315 $222K
Foster Group, Inc. 0.01% New 3,303 $221K
Bayesian Capital Management, LP 0.02% New 3,300 $221K
Fiduciary Group, LLC 0.02% Reduce -1.0% 3,286 $220K
Bollard Group LLC 0.01% Add +66.8% 3,273 $219K
Goldstone Financial Group, LLC 0.05% New 3,251 $218K
SkyOak Wealth, LLC 0.05% No change 3,250 $218K
Tanglewood Legacy Advisors, LLC 0.11% New 3,248 $218K
Avantax Planning Partners, Inc. 0.01% New 3,237 $217K
Moloney Securities Asset Management, LLC 0.03% Reduce -7.9% 3,236 $217K
Tompkins Financial Corp. 0.02% No change 3,230 $217K
Avity Investment Management Inc. 0.02% No change 3,226 $216K
Foster Dykema Cabot & Partners, LLC 0.02% No change 3,225 $216K
Eubel Brady & Suttman Asset Management Inc. 0.03% No change 3,222 $216K
SeaBridge Investment Advisors LLC 0.06% No change 3,200 $215K
Graves Light Lenhart Wealth, Inc. 0.02% No change 3,196 $214K
Triune Financial Partners, LLC 0.07% Add +1.0% 3,195 $214K
Sfmg, LLC 0.02% New 3,183 $213K
Elgethun Capital Management 0.05% New 3,183 $213K
Thompson Investment Management, Inc. 0.03% No change 3,176 $213K
Counterweight Ventures, LLC 0.17% Reduce -0.0% 3,175 $213K
Breakwater Capital Group 0.05% New 3,161 $212K
Bell & Brown Wealth Advisors, LLC 0.09% Reduce -3.2% 3,151 $211K
Peoples Financial Services Corp. 0.09% No change 3,150 $211K
FMB Wealth Management 0.17% Reduce -0.0% 3,148 $211K
Stonebridge Capital Advisors LLC 0.02% New 3,148 $211K
MKT Advisors LLC 0.12% Reduce -7.2% 2,900 $211K
Roundview Capital LLC 0.02% Reduce -0.5% 3,138 $210K
Ancora Advisors LLC 0.00% Add +0.1% 3,131 $210K
Lone Peak Global Investors LLC 0.05% No change 3,119 $209K
Daymark Wealth Partners, LLC 0.01% Reduce -6.0% 3,112 $209K
Carnegie Investment Counsel 0.01% New 3,108 $208K
Sprott Inc. 0.01% Reduce -1.6% 3,100 $208K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -11.4% 3,099 $208K
Redwood Investments, LLC 0.06% Add +1.8% 3,096 $208K
RFP Financial Group LLC 0.08% Add +0.4% 3,091 $207K
Symphony Financial, Ltd. Co. 0.05% New 3,075 $206K
Aprio Wealth Management, LLC 0.04% New 3,073 $206K
Builder Investment Group Inc. 0.06% No change 3,056 $205K
JFS Wealth Advisors, LLC 0.02% Add +0.0% 3,048 $204K
Washington Trust Advisors, Inc. 0.02% No change 3,028 $203K
Oxinas Partners, LLC 0.13% New 3,013 $202K
Angeles Wealth Management, LLC 0.02% Reduce -16.6% 3,012 $202K
Cascade Investment Advisors, Inc. 0.13% New 3,000 $201K
Teramo Advisors, LLC 0.10% New 3,000 $201K
Ameliora Wealth Management Ltd. 0.09% New 3,000 $201K
Bank of Nova Scotia 0.00% New 3,000 $201K
Essex Financial Services, Inc. 0.02% New 2,990 $200K
McDonald Partners LLC 0.06% New 2,987 $200K
Welch Group, LLC 0.01% New 2,986 $200K
PFG Private Wealth Management, LLC 0.13% Add +1.5% 2,971 $199K
ORG Partners LLC 0.37% New 2,872 $195K
Smartleaf Asset Management LLC 0.04% New 2,872 $192K
McIlrath & Eck, LLC 0.03% Add +9.0% 2,755 $185K
Tower Research Capital LLC (TRC) 0.00% Reduce -38.3% 2,658 $178K
Riverview Trust Co 0.14% New 2,629 $176K
Salem Investment Counselors Inc. 0.01% Reduce -13.7% 2,514 $169K
First PREMIER Bank 0.04% No change 2,500 $168K
Towne Trust Company, N.A 0.06% Add +24.2% 2,486 $167K
Addison Advisors LLC 0.06% Add +3.2% 2,417 $162K
Avior Wealth Management, LLC 0.01% Add +96.6% 2,192 $147K
Janiczek Wealth Management, LLC 0.03% Reduce -14.0% 2,127 $143K
Highline Wealth Partners LLC 0.06% No change 2,088 $140K
Wellington Shields & Co., LLC 0.05% No change 2,074 $139K
Capital Analysts, LLC 0.01% Reduce -4.2% 2,035 $136K
Westend Capital Management, LLC 0.05% — 2,019 $135K
Spirit of America Management Corp. 0.03% No change 2,000 $134K
Bray Capital Advisors 0.03% No change 1,950 $131K
Princeton Global Asset Management LLC 0.03% Reduce -2.6% 1,914 $128K
Baldwin Wealth Partners LLC 0.01% Reduce -20.8% 1,908 $128K
Alaska Permanent Fund Corp 0.00% New 1,787 $120K
Pinnacle Bancorp, Inc. 0.03% Reduce -23.6% 1,740 $117K
Eagle Bay Advisors LLC 0.07% Add +6.1% 1,631 $109K
Centaurus Financial, Inc. 0.01% Reduce -75.4% 1,623 $109K
Johnson Financial Group, Inc. 0.01% Reduce -54.4% 1,611 $108K
Hollencrest Capital Management 0.00% Add +5.7% 1,581 $106K
ICA Group Wealth Management, LLC 0.02% Add +34.9% 1,559 $105K
Webster Bank, N. A. 0.01% No change 1,539 $103K
Walleye Trading LLC 0.00% New 1,528 $102K
CoreCap Advisors, LLC 0.01% New 1,526 $102K
AdvisorNet Financial, Inc 0.01% Add +1.4% 1,509 $101K
Chesapeake Asset Management LLC 0.10% No change 1,505 $101K
Bfsg, LLC 0.01% Add +2.7% 1,489 $100K
Venturi Wealth Management, LLC 0.01% Reduce -3.4% 1,473 $99K
Glass Jacobson Investment Advisors llc 0.04% Add +2.5% 1,463 $98K
First Pacific Financial 0.03% Add +1.0% 1,462 $98K
Carmichael Hill & Associates, Inc. 0.04% No change 1,455 $98K
Colonial Trust Co / SC 0.02% Reduce -1.6% 1,449 $97K
Union Savings Bank 0.05% No change 1,429 $96K
Arax Advisory Partners 0.01% Reduce -28.2% 1,424 $96K
Harbor Investment Advisory, LLC 0.01% Add +1.1% 1,408 $94K
Summit Securities Group LLC 0.04% Reduce -97.8% 1,400 $94K
Citizens National Bank Trust Department 0.02% No change 1,347 $90K
West Branch Capital LLC 0.04% No change 1,300 $87K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 1,300 $87K
Timber Creek Capital Management LLC 0.03% No change 1,300 $87K
First Command Advisory Services, Inc. 0.00% Add +20.4% 1,283 $86K
BOK Financial Private Wealth, Inc. 0.01% Add +0.2% 1,276 $86K
AlphaMark Advisors, LLC 0.03% No change 1,263 $85K
Laurel Wealth Advisors LLC 0.01% Reduce -21.4% 1,243 $83K
M&R Capital Management Inc. 0.02% Reduce -12.6% 1,214 $81K
American National Bank & Trust 0.01% Add +1028.0% 1,207 $81K
Indiana Trust & Investment Management Co 0.03% Reduce -8.4% 1,133 $76K
Oakworth Capital, Inc. 0.01% No change 1,129 $76K
Paradigm Asset Management Co. LLC 0.02% No change 1,118 $75K
Rise Advisors, LLC 0.04% Add +167.1% 1,103 $74K
Fernwood Investment Management, LLC 0.02% New 1,077 $72K
Armstrong Advisory Group, Inc. 0.01% No change 1,077 $71K
CVA Family Office, LLC 0.01% Reduce -4.7% 1,033 $69K
Barrett & Company, Inc. 0.03% No change 1,026 $69K
Legacy Bridge, LLC 0.04% No change 1,000 $67K
Gilliland Jeter Wealth Management LLC 0.02% New 1,000 $67K
Hazlett, Burt & Watson, Inc. 0.04% Add +0.5% 1,001 $66K
WR Wealth Planners, LLC 0.02% New 981 $66K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Reduce -14.8% 893 $60K
Providence Capital Advisors, LLC 0.01% Reduce -50.7% 880 $59K
Archer Investment Corp 0.02% Add +0.8% 859 $58K
City State Bank 0.02% No change 822 $55K
GW&K Investment Management, LLC 0.00% Add +149.2% 815 $55K
SOA Wealth Advisors, LLC. 0.01% Add +0.1% 815 $55K
Nemes Rush Group LLC 0.01% No change 807 $54K
Highlander Capital Management, LLC 0.02% No change 800 $54K
Key Financial Inc 0.01% No change 789 $53K
Continuum Advisory, LLC 0.01% New 706 $52K
Founders Capital Management 0.03% Reduce -7.2% 770 $52K
FinTrust Capital Advisors, LLC 0.01% Reduce -7.8% 765 $51K
Mark Sheptoff Financial Planning, LLC 0.03% No change 750 $50K
TFC Financial Management, Inc. 0.01% No change 741 $50K
Caldwell Sutter Capital, Inc. 0.02% No change 739 $50K
University of Texas/Texas Am Investment Management Co. 0.01% No change 726 $48K
MCF Advisors LLC 0.00% No change 712 $48K
Custom Portfolio Group LLC 0.04% No change 700 $47K
Fairman Group, LLC 0.04% No change 689 $46K
Resources Management Corp. /CT/ 0.01% No change 671 $45K
Colonial Trust Advisors 0.00% No change 658 $44K
Institutional & Family Asset Management, LLC 0.01% No change 645 $43K
McClarren Financial Advisors, Inc. 0.03% Reduce -16.7% 633 $43K
HHM Wealth Advisors, LLC 0.01% No change 610 $41K
Nisa Investment Advisors, LLC 0.00% No change 609 $41K
FIL Ltd 0.00% Add +112.3% 586 $39K
First Personal Financial Services 0.01% No change 560 $38K
TD Capital Management LLC 0.00% No change 550 $37K
Global Financial Private Client, LLC 0.02% Reduce -55.9% 532 $36K
Pflug Koory, LLC 0.00% Add +5.5% 517 $35K
Global Assets Advisory, LLC 0.02% New 502 $34K
Tortoise Investment Management, LLC 0.00% Add +0.2% 503 $34K
Operose Advisors LLC 0.01% Reduce -32.9% 495 $33K
Fortis Group Advisors, LLC 0.01% Reduce -50.0% 492 $33K
Asset Dedication, LLC 0.00% No change 482 $32K
JNBA Financial Advisors 0.00% No change 468 $31K
Concord Wealth Partners 0.01% No change 464 $31K
Abich Financial Wealth Management LLC 0.02% Add +13.8% 455 $31K
Park Place Capital Corp 0.01% No change 446 $30K
CoreFirst Bank & Trust 0.02% No change 439 $29K
Salomon & Ludwin, LLC 0.00% Add +23.8% 432 $29K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 428 $29K
Spectrum Wealth Counsel, LLC 0.00% Reduce -61.0% 427 $29K
Mendota Financial Group, LLC 0.02% No change 415 $28K
Creative Financial Designs Inc. 0.00% Add +1.0% 402 $27K
Y.D. More Investments Ltd 0.00% Reduce -50.0% 400 $27K
GHP Investment Advisors, Inc. 0.00% Reduce -38.2% 400 $27K
Tyler-Stone Wealth Management 0.01% Add +0.8% 394 $26K
Beaird Harris Wealth Management, LLC 0.00% Reduce -12.1% 394 $26K
Provenance Wealth Advisors, LLC 0.00% Reduce -25.1% 390 $26K
REAP Financial Group, LLC 0.01% Reduce -51.7% 376 $25K
Cornerstone Planning Group LLC 0.01% New 339 $25K
Wiser Advisor Group LLC 0.04% Reduce -0.6% 360 $24K
Planning Capital Management Corp 0.02% Reduce -30.0% 352 $24K
Turim 21 Investimentos Ltda. 0.01% No change 345 $23K
Trust Co 0.00% No change 344 $23K
New England Capital Financial Advisors LLC 0.01% No change 338 $23K
Creekmur Asset Management LLC 0.01% Add +41.3% 332 $22K
Semmax Financial Advisors Inc. 0.01% No change 300 $22K
Castleview Partners, LLC 0.01% No change 327 $22K
Sugarloaf Wealth Management, LLC 0.00% Add +0.6% 324 $22K
HighMark Wealth Management LLC 0.01% Add +0.9% 324 $22K
Tacita Capital Inc 0.01% No change 323 $22K
Register Financial Advisors LLC 0.01% New 321 $22K
Silicon Valley Capital Partners 0.00% Add +1.0% 314 $21K
Bank of New Hampshire 0.01% No change 310 $21K
Central Pacific Bank - Trust Division 0.00% — 302 $21K
Stephens Consulting, LLC 0.01% No change 300 $20K
Godsey & Gibb, Inc. 0.00% No change 300 $20K
Ulland Investment Advisors, LLC 0.02% No change 300 $20K
Centerpoint Advisors, LLC 0.01% No change 300 $20K
Carolinas Wealth Consulting LLC 0.00% No change 295 $20K
Pacifica Partners Inc. 0.01% Reduce -14.9% 286 $19K
Hoese & Co LLP 0.02% No change 300 $19K
First United Bank & Trust 0.01% No change 265 $18K
Redmont Wealth Advisors LLC 0.02% New 258 $17K
Kelly Financial Services LLC 0.01% No change 257 $17K
Dogwood Wealth Management LLC 0.01% Add +1.2% 252 $17K
Impact Partnership Wealth, LLC 0.01% Reduce -18.3% 250 $17K
Atwood & Palmer Inc. 0.00% Add +6.5% 247 $17K
Oliver Lagore Vanvalin Investment Group 0.00% No change 241 $16K
Frazier Financial Advisors, LLC 0.01% Add +220.6% 234 $16K
Central Bank & Trust Co. 0.00% No change 230 $15K
Centennial Bank 0.01% No change 215 $14K
FRG Family Wealth Advisors LLC 0.00% New 200 $14K
Front Row Advisors LLC 0.01% New 211 $14K
VitalStone Financial, LLC 0.01% Reduce -49.4% 205 $14K
Truvestments Capital LLC 0.01% Reduce -77.2% 207 $14K
Private Ocean, LLC 0.00% New 207 $14K
Future Financial Wealth Managment LLC 0.01% New 200 $13K
Costello Asset Management, INC 0.01% No change 200 $13K
Mine & Arao Wealth Creation & Management, LLC. 0.01% No change 200 $13K
Prestige Wealth Management Group LLC 0.00% No change 200 $13K
Ramirez Asset Management, Inc. 0.00% Reduce -99.9% 200 $13K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 196 $13K
Vermillion & White Wealth Management Group, LLC 0.01% No change 193 $13K
Global Wealth Strategies & Associates 0.00% New 190 $13K
Kathleen S. Wright Associates Inc. 0.01% No change 189 $13K
Country Trust Bank 0.00% Add +157.5% 188 $13K
CGC Financial Services, LLC 0.01% No change 186 $12K
Avondale Wealth Management 0.01% New 173 $12K
Barometer Capital Management Inc. 0.00% New 149 $11K
NFSG Corp 0.00% No change 150 $10K
Global Trust Asset Management, LLC 0.00% No change 150 $10K
Retirement Group, LLC 0.00% No change 146 $10K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 142 $10K
GPS Wealth Strategies Group, LLC 0.00% No change 140 $9K
Signature Resources Capital Management, LLC 0.01% No change 139 $9K
Keener Financial Planning LLC 0.01% No change 107 $8K
Valley National Advisers Inc. 0.00% Reduce -68.5% 130 $8K
Rakuten Securities, Inc. 0.00% Add +600.0% 119 $8K
Plante Moran Financial Advisors, LLC 0.00% Reduce -50.6% 116 $8K
Larson Financial Group LLC 0.00% Reduce -64.1% 116 $8K
TruNorth Capital Management, LLC 0.00% — 113 $8K
DecisionPoint Financial, LLC 0.00% New 100 $7K
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -83.3% 104 $7K
Red Tortoise LLC 0.00% No change 103 $7K
Mb, Levis & Associates, LLC 0.00% Add +1.0% 102 $7K
PSI Advisors, LLC 0.00% No change 102 $7K
Cape Investment Advisory, Inc. 0.00% Reduce -72.8% 100 $7K
FSA Wealth Management LLC 0.00% No change 100 $7K
Blume Capital Management, Inc. 0.00% No change 100 $7K
Evermay Wealth Management LLC 0.00% Reduce -50.0% 100 $7K
Breakwater Investment Management 0.00% — 96 $6K
DHJJ Financial Advisors, Ltd. 0.00% No change 90 $6K
Main Street Group, LTD 0.00% New 83 $6K
Syntax Research, Inc. 0.00% No change 83 $6K
Pacific Capital Wealth Advisors, Inc. 0.00% New 79 $5K
Quent Capital, LLC 0.00% No change 72 $5K
Wetzel Investment Advisors, Inc. 0.00% No change 66 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -52.5% 68 $5K
Winch Advisory Services, LLC 0.00% Add +1.5% 67 $4K
SJS Investment Consulting Inc. 0.00% New 66 $4K
Piscataqua Savings Bank 0.00% No change 66 $4K
Byrne Asset Management LLC 0.00% No change 64 $4K
Bell Investment Advisors, Inc 0.00% No change 61 $4K
Cranbrook Wealth Management, LLC 0.00% No change 60 $4K
Abound Wealth Management 0.00% No change 56 $4K
Mascoma Wealth Management LLC 0.00% No change 54 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 50 $3K
Raffa Wealth Management, LLC 0.00% No change 49 $3K
Cutler Group LLC / CA 0.00% New 45 $3K
Financial Gravity Asset Management, Inc. 0.00% Reduce -57.1% 45 $3K
Ameritas Investment Partners, Inc. 0.00% No change 44 $3K
ClariVest Asset Management LLC 0.00% Add +4.8% 44 $3K
Tradewinds Capital Management, LLC 0.00% No change 43 $3K
Cassady Schiller Wealth Management, LLC 0.00% New 42 $3K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -15.6% 27 $2K
Dagco, Inc. 0.00% New 30 $2K
Caitlin John, LLC 0.00% No change 23 $2K
Richard W. Paul & Associates, LLC 0.00% No change 22 $1K
MeadowBrook Investment Advisors LLC 0.00% No change 17 $1K
LRI Investments, LLC 0.00% — 16 $1K
Covestor Ltd 0.00% No change 10 $1K
Gould Capital, LLC 0.00% No change 10 $670
Valued Wealth Advisors LLC 0.00% No change 6 $427
Manchester Capital Management LLC 0.00% New 2 $135

"% of holder's portfolio" is SHEL's weight in each manager's 13F, not the share of Shell PLC-ADR the manager owns.