Shopify Inc. Class ASHOP

13F holders, Q4 2025 (December 31)
1,892holders +173
189new positions
111sold out
14famous investors
$161.03avg. 13F price*

At the end of Q4 2025, 1,892 institutions reported holding Shopify Inc. Class A (SHOP) in their 13F filings, up 173 from Q3 2025. 189 opened new positions and 111 sold out. The largest holders were Vanguard Group Inc. ($8.2B), FMR LLC ($7.7B) and Capital World Investors ($7.7B). 14 famous investors held it, including Cathie Wood (4.3% of ARK Investment Management's portfolio), Brad Gerstner (1.4% of Altimeter Capital Management's portfolio) and Ron Baron (1.0% of Baron Capital (BAMCO)'s portfolio).

Company
Shopify Inc. Class A
Sector
Technology
CUSIP
82509L107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions189$2.0B
Exits111$593.0M

All 13F filers, Q3 2025 → Q4 2025: 87,089,416 shares bought and 71,697,510 shares sold, net +15,391,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,892 holders

Vanguard Group Inc. 0.12% Add +1.5% 50,670,627 $8.2B
FMR LLC 0.39% Add +3.4% 48,003,077 $7.7B
Capital World Investors 1.05% Reduce -10.8% 47,822,705 $7.7B
Invesco Ltd. 0.63% Add +224.8% 41,493,470 $6.7B
Capital International Investors 0.97% Reduce -0.7% 38,343,155 $6.2B
JPMorgan Chase & Co. 0.36% Reduce -1.6% 33,418,297 $5.4B
Baillie Gifford & Co. 4.17% Reduce -12.0% 31,206,232 $5.0B
Morgan Stanley 0.25% Reduce -9.7% 26,453,143 $4.3B
T. Rowe Price Associates Inc. 0.41% Reduce -11.0% 23,531,422 $3.8B
Royal Bank of Canada 0.56% Reduce -12.0% 19,735,551 $3.2B
Jennison Associates LLC 1.83% Add +0.2% 18,966,407 $3.1B
FIL Ltd 2.22% Reduce -4.1% 18,385,371 $3.0B
Norges Bank 0.28% — 16,224,694 $2.6B
Loomis Sayles & Co. L P 2.81% Reduce -2.3% 14,470,169 $2.3B
Goldman Sachs Group Inc. 0.30% Add +32.0% 13,180,545 $2.1B
Geode Capital Management, LLC 0.13% Add +6.2% 12,601,476 $2.0B
Bank of Montreal 0.80% Reduce -11.2% 12,124,197 $2.0B
Bank of America Corp. 0.13% Add +4.2% 11,481,591 $1.8B
Mackenzie Financial Corp. 1.93% Add +9.1% 9,961,097 $1.6B
BlackRock, Inc. 0.03% Add +14.8% 10,087,672 $1.6B
Sands Capital Management, LLC 4.65% Add +37.0% 9,506,036 $1.5B
National Bank of Canada 1.55% Reduce -4.3% 9,417,620 $1.5B
Canada Pension Plan Investment Board 0.94% Add +62.8% 8,763,307 $1.4B
Cibc World Market Inc. 2.52% Add +18.2% 8,731,927 $1.4B
TD Asset Management Inc 1.13% Add +2.2% 8,713,762 $1.4B
Franklin Resources Inc. 0.34% Reduce -9.5% 8,544,645 $1.4B
1832 Asset Management L.P. 1.61% Add +127.1% 7,813,418 $1.3B
Manufacturers Life Insurance Company, The 1.04% Reduce -4.3% 7,758,705 $1.3B
Polen Capital Management LLC 4.95% Reduce -34.9% 7,201,872 $1.2B
WCM Investment Management, LLC 2.26% New 6,700,679 $1.1B
Alliancebernstein L.P. 0.33% Add +21.8% 6,550,340 $1.1B
Wellington Management Group LLP 0.18% Reduce -20.1% 6,452,265 $1.0B
Legal & General Group Plc 0.23% Add +2.6% 6,349,261 $1.0B
Newlands Management Operations LLC 5.25% No change 6,325,050 $1.0B
Connor, Clark & Lunn Investment Management Ltd. 2.62% Reduce -5.9% 6,202,273 $998.7M
Edgewood Management LLC 4.75% Reduce -29.0% 6,199,459 $997.9M
Nuveen, LLC 0.26% Reduce -14.4% 6,100,961 $983.0M
Arrowstreet Capital, Limited Partnership 0.57% Reduce -26.9% 6,074,936 $978.0M
Massachusetts Financial Services Co. 0.31% Add +6.4% 5,892,833 $948.6M
Artisan Partners Limited Partnership 1.08% Reduce -36.2% 4,393,240 $707.2M
Janus Henderson Group PLC 0.32% Reduce -12.3% 4,423,410 $704.4M
CIBC Asset Management Inc 1.67% Reduce -1.8% 4,280,528 $691.4M
Clearbridge Investments, LLC 0.54% Reduce -4.3% 4,167,267 $670.8M
ARK Investment Management 4.25% Reduce -17.4% 3,978,898 $640.5M
Sumitomo Mitsui Trust Group, Inc. 0.33% Reduce -15.4% 3,533,102 $568.7M
Deutsche Bank AG 0.18% Add +8.9% 3,395,345 $546.5M
Wells Fargo & Company 0.11% Reduce -0.8% 3,385,404 $544.9M
Bank of New York Mellon Corp 0.09% Reduce -4.0% 3,336,091 $537.0M
Amova Asset Management Americas, Inc. 6.12% Reduce -17.0% 3,293,185 $529.8M
Swiss National Bank 0.31% Reduce -7.7% 3,239,200 $522.6M
Toronto Dominion Bank 0.92% Add +36.7% 3,211,014 $517.0M
Amundi 0.15% Add +5.7% 3,115,972 $501.6M
Winslow Capital Management, LLC 1.60% Reduce -9.3% 2,956,282 $477.6M
UBS Group AG 0.09% Add +18.0% 2,827,294 $455.1M
Mirova US LLC 4.50% Reduce -3.4% 2,785,943 $448.5M
Charles Schwab Investment Management Inc. 0.07% Add +1.2% 2,624,776 $423.2M
Bank of Nova Scotia 0.62% Reduce -43.7% 2,574,111 $414.5M
Sei Investments Co. 0.40% Reduce -6.0% 2,515,035 $404.8M
ICONIQ Capital, LLC 5.97% Add +47.3% 2,456,052 $395.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.33% Add +1247.3% 2,339,097 $376.5M
Baron Capital (BAMCO) 1.00% Add +0.1% 2,288,270 $368.3M
Federation des caisses Desjardins du Quebec 1.39% Add +14.2% 2,269,766 $365.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.92% Reduce -7.9% 2,257,790 $363.5M
Raymond James Financial Inc. 0.11% Reduce -3.3% 2,235,961 $359.9M
Gilder Gagnon Howe & Co. LLC 3.70% Reduce -5.9% 2,178,396 $350.7M
Ameriprise Financial Inc. 0.08% Reduce -3.5% 2,124,749 $343.4M
Durable Capital Partners LP 3.11% Reduce -55.0% 2,043,219 $328.9M
Castle Hook Partners LP 4.58% Add +60.8% 1,979,636 $318.7M
Picton Mahoney Asset Management 3.41% Add +11.7% 1,932,932 $311.7M
Capital Research Global Investors 0.06% Reduce -79.8% 1,917,942 $308.7M
Marshall Wace, LLP 0.30% Add +172.5% 1,899,719 $305.8M
ProShare Advisors LLC 0.54% Add +43.6% 1,899,632 $305.8M
Mufg Securities (canada), LTD. 8.34% Reduce -7.8% 1,862,000 $299.9M
Envestnet Asset Management Inc. 0.09% Reduce -4.5% 1,849,293 $297.7M
Northern Trust Corp. 0.04% Add +20.7% 1,773,610 $285.5M
Ashe Capital Management, LP 27.30% Reduce -19.9% 1,750,240 $281.7M
Barclays PLC 0.11% Reduce -1.1% 1,749,625 $281.6M
Brown Advisory Inc. 0.39% Reduce -19.2% 1,744,474 $280.8M
Polar Capital Holdings Plc 1.24% Add +52.6% 1,678,793 $270.2M
Zevenbergen Capital Investments LLC 6.00% Reduce -18.4% 1,674,737 $269.6M
Barton Investment Management 28.45% Reduce -2.6% 1,640,426 $264.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.40% Add +8.3% 1,636,407 $263.5M
Strategy Capital LLC 19.42% Reduce -10.4% 1,635,575 $263.3M
Natixis Advisors, LLC 0.36% Add +7.2% 1,586,104 $255.3M
Russell Investments Group, Ltd. 0.27% Reduce -0.1% 1,544,992 $249.3M
Lord, Abbett & Co. LLC 0.74% Add +3.4% 1,423,900 $229.2M
Caisse de depot et placement du Quebec 0.39% Add +5.3% 1,411,721 $227.6M
Rathbones Group PLC 0.88% Reduce -5.2% 1,401,781 $225.6M
Voya Investment Management LLC 0.25% Add +8455.8% 1,392,374 $224.1M
LPL Financial LLC 0.06% Add +3.3% 1,376,322 $221.5M
Pictet Asset Management Holding SA 0.21% Reduce -10.8% 1,364,459 $219.8M
Citigroup Inc. 0.15% Reduce -19.8% 1,336,660 $215.5M
Federated Hermes, Inc. 0.36% Reduce -6.4% 1,334,162 $214.8M
D. E. Shaw & Co. 0.17% Add +411.4% 1,280,169 $206.1M
Healthcare of Ontario Pension Plan Trust Fund 0.33% Reduce -14.8% 1,215,033 $195.6M
Scotia Capital Inc. 0.75% Add +2.2% 1,161,177 $186.7M
Thrivent Financial for Lutherans 0.34% Add +7207.2% 1,148,259 $184.9M
Axiom Investors LLC 1.55% Add +7.5% 1,098,515 $176.8M
Steadfast Capital Management LP 3.03% Add +13.4% 1,075,656 $173.1M
American Century Companies Inc. 0.09% Reduce -46.4% 1,071,332 $172.5M
BNP Paribas Financial Markets 0.11% Add +55.8% 1,031,124 $166.0M
Aviva PLC 0.28% Add +5.7% 1,023,213 $164.9M
Rockefeller Capital Management L.P. 0.29% Reduce -13.0% 991,988 $159.7M
Nomura Asset Management International Inc. 0.24% — 987,781 $159.0M
First Trust Advisors LP 0.11% Reduce -17.3% 980,592 $157.9M
Korea Investment CORP 0.30% Reduce -3.7% 945,377 $152.4M
Addenda Capital Inc. 4.43% Reduce -1.8% 683,436 $151.0M
Hudson Bay Capital Management LP 0.93% Add +1285.0% 925,697 $149.0M
CIBC Private Wealth Group LLC 0.25% Reduce -2.9% 913,503 $147.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.16% Add +839.7% 839,748 $142.3M
Neuberger Berman Group LLC 0.10% Add +13.8% 853,415 $137.4M
TCW Group Inc. 0.97% Reduce -24.0% 838,556 $135.0M
MUFG Securities EMEA plc 1.53% Add +41.4% 820,000 $132.1M
State Street Corp. 0.00% Add +1.5% 819,541 $131.9M
Congress Asset Management Co. 0.91% Reduce -1.9% 802,316 $129.1M
Bessemer Group Inc. 0.20% Add +13.3% 796,081 $128.1M
Schroder Investment Management Group 0.10% Add +125.4% 779,793 $127.7M
Allspring Global Investments Holdings, LLC 0.20% Add +8.6% 793,725 $124.8M
Dimensional Fund Advisors LP 0.03% Add +3.1% 755,171 $121.6M
Susquehanna Advisors Group, Inc. 4.48% New 738,300 $118.8M
Holocene Advisors, LP 0.25% New 732,059 $117.8M
CANADA LIFE ASSURANCE Co 0.20% Reduce -43.8% 725,071 $116.7M
State of Tennessee, Department of Treasury 0.36% Add +20.0% 863,216 $113.8M
Capital International Sarl 1.80% Add +9.2% 695,042 $111.9M
Allen Investment Management, LLC 1.22% Reduce -5.1% 686,988 $110.5M
Assenagon Asset Management S.A. 0.16% Add +1593.1% 677,511 $109.1M
Blair William & Co. 0.26% Add +17.4% 610,733 $98.3M
APG Asset Management N.V. 0.28% Reduce -3.5% 713,526 $97.8M
Select Equity Group, L.P. 0.45% Reduce -72.9% 598,647 $96.4M
Public Sector Pension Investment Board 0.32% Add +167.5% 593,558 $95.6M
Robeco Institutional Asset Management B.V. 0.14% Reduce -4.5% 588,670 $94.8M
Alberta Investment Management Corp 0.63% Add +87.2% 588,098 $94.7M
Capital International, Inc. 0.75% Reduce -6.4% 588,128 $94.7M
Fred Alger Management, LLC 0.37% Add +102.5% 588,028 $94.7M
Altimeter Capital Management 1.38% New 570,210 $91.8M
Victory Capital Management Inc. 0.05% Add +2.3% 555,741 $89.5M
AustralianSuper Pty Ltd 0.42% Add +5.6% 555,329 $89.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.19% Reduce -3.9% 546,252 $87.9M
Stony Point Capital LLC 6.43% Add +2.5% 541,316 $87.1M
STRS Ohio 0.32% Add +28.1% 533,299 $85.9M
Mirae Asset Global Investments Co., Ltd. 0.23% Add +12.8% 526,114 $84.7M
Susquehanna International Group, LLP 0.11% Reduce -25.1% 518,321 $83.4M
CI Investments Inc. 0.37% Reduce -11.6% 518,135 $83.4M
Royal London Asset Management Ltd. 0.17% Add +1.1% 513,830 $82.7M
TD Waterhouse Canada Inc. 0.51% Reduce -15.3% 514,293 $82.7M
SG Americas Securities, LLC 0.11% Add +286.6% 508,723 $81.9M
NEOS Investment Management LLC 0.46% Add +34.0% 497,575 $80.1M
Hillsdale Investment Management Inc. 2.13% Reduce -10.7% 479,434 $77.3M
Osaic Holdings, Inc. 0.11% Reduce -8.2% 480,369 $77.3M
Mn Services Vermogensbeheer B.V. 0.47% Add +1.9% 471,672 $76.0M
State of Wisconsin Investment Board 0.16% New 439,830 $70.9M
Allianz Asset Management GmbH 0.08% Add +30.9% 431,881 $69.6M
AEGON ASSET MANAGEMENT UK Plc 0.82% Add +49.7% 430,609 $69.3M
Ensign Peak Advisors, Inc 0.12% Reduce -18.2% 429,255 $69.1M
Privium Fund Management B.V. 12.15% Reduce -1.2% 410,000 $66.0M
Creative Planning 0.05% Add +6.5% 409,381 $65.9M
Zurich Insurance Group Ltd 0.46% Reduce -3.9% 409,161 $65.9M
Stifel Financial Corp. 0.06% Add +5.0% 407,385 $65.6M
Munro Partners 1.77% Reduce -4.1% 392,935 $63.3M
Kayne Anderson Rudnick Investment Management LLC 0.17% Reduce -2.7% 391,209 $63.0M
Capital International Ltd. 2.20% Add +4.2% 388,196 $62.5M
Mitsubishi UFJ Trust & Banking Corp 0.15% Reduce -17.3% 385,679 $62.0M
Truist Financial Corp. 0.08% Add +1.2% 381,288 $61.4M
HSBC Holdings PLC 0.03% Reduce -52.5% 378,548 $61.2M
NZS Capital, LLC 1.87% Reduce -39.9% 379,328 $61.1M
Altshuler Shaham Ltd 0.93% New 377,648 $60.8M
Erste Asset Management GmbH 0.49% Reduce -0.2% 347,191 $58.3M
Quadrature Capital Ltd 0.59% New 357,700 $57.7M
SurgoCap Partners LP 1.55% New 348,131 $56.0M
Advisors Asset Management, Inc. 0.94% Reduce -3.5% 346,289 $55.7M
Castleark Management LLC 1.63% Add +2.1% 345,382 $55.6M
Balyasny Asset Management L.P. 0.11% Add +2056.0% 342,845 $55.2M
AMF Tjanstepension AB 0.34% No change 340,982 $54.9M
Cetera Investment Advisers 0.06% Add +7.0% 327,923 $52.8M
Life Cycle Investment Partners Ltd 0.36% — 323,136 $52.0M
Commonwealth Equity Services, LLC 0.07% Reduce -17.4% 321,973 $51.8M
Equitable Trust Co. 2.29% Add +0.9% 318,652 $51.3M
Jane Street Group, LLC 0.06% Reduce -67.1% 310,332 $50.0M
GF Fund Management Co. LTD. 0.85% Add +33.5% 307,697 $49.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.44% — 299,758 $48.3M
Principal Financial Group Inc. 0.02% Reduce -35.3% 291,860 $47.0M
Guggenheim Capital LLC 0.34% Add +1.1% 290,516 $46.8M
Oppenheimer Asset Management Inc. 0.57% Reduce -14.9% 287,004 $46.2M
Lansforsakringar Fondforvaltning AB (publ) 0.23% Add +3.7% 285,883 $46.1M
Huntington National Bank 0.36% Reduce -0.0% 278,354 $44.8M
Mariner, LLC 0.05% Add +9.3% 273,218 $43.9M
Cumberland Partners Ltd 2.69% Add +1781.0% 272,184 $43.9M
Forsta Ap-Fonden 0.26% Reduce -4.7% 269,100 $43.4M
Walleye Capital LLC 0.26% Add +243252.7% 267,688 $43.1M
Intact Investment Management Inc. 1.23% Reduce -31.5% 265,754 $42.8M
Cornerstone Capital, Inc. 4.14% Reduce -2.5% 260,752 $42.0M
Millennium Management 0.03% New 259,958 $41.9M
Union Bancaire Privee, UBP SA 0.50% Add +501.2% 278,667 $41.7M
DekaBank Deutsche Girozentrale 0.07% No change 524,986 $41.4M
Investment Management Corp of Ontario 0.55% Add +70.3% 254,488 $41.0M
Steadview Capital Management LLC 7.65% Reduce -21.0% 252,554 $40.7M
Brown Capital Management LLC 3.28% Reduce -34.6% 248,101 $39.9M
Northwest & Ethical Investments L.P. 0.87% Add +24.4% 238,858 $38.6M
Ossiam 0.76% Add +53.5% 237,601 $38.3M
Liontrust Investment Partners LLP 0.56% Reduce -25.6% 232,942 $37.5M
AQR Capital Management 0.02% Add +392.1% 230,353 $37.1M
Gavilan Investment Partners LLC 8.89% Reduce -24.6% 230,000 $37.0M
Intech Investment Management LLC 0.32% Add +15.6% 222,306 $35.8M
Public Employees Retirement System of Ohio 0.11% Add +1.3% 215,582 $34.7M
Assetmark, Inc. 0.07% Add +6.7% 213,583 $34.4M
O'shaughnessy Asset Management, LLC 0.19% Add +11.2% 211,068 $34.0M
HighTower Advisors, LLC 0.04% Add +3.6% 207,714 $33.4M
Skandinaviska Enskilda Banken AB (publ) 0.13% Add +20.3% 207,125 $33.3M
Nomura Holdings Inc. 0.09% Add +48.8% 205,704 $33.1M
Focus Partners Wealth 0.04% Add +16.5% 204,710 $32.8M
Wedbush Fund Advisers, LLC 3.38% — 202,693 $32.6M
Hantz Financial Services, Inc. 0.48% Reduce -21.3% 202,293 $32.6M
iA Global Asset Management Inc. 0.41% Add +42.9% 201,884 $32.5M
Quantinno Capital Management LP 0.07% Add +25.9% 200,868 $32.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +3.1% 200,371 $32.3M
Janney Montgomery Scott LLC 0.07% Add +9.0% 198,065 $31.9M
Pathstone Holdings, LLC 0.12% Add +20.6% 197,866 $31.9M
Teachers Retirement System of the State of Kentucky 0.24% Reduce -25.1% 197,466 $31.8M
Varma Mutual Pension Insurance Co 0.19% Reduce -2.3% 191,408 $30.9M
USS Investment Management Ltd 0.15% Add +0.5% 191,740 $30.8M
MML Investors Services, LLC 0.08% Add +16.9% 191,423 $30.8M
Man Group plc 0.06% Add +79.5% 185,731 $29.9M
Swiss Life Asset Management Ltd 0.15% Add +11.0% 184,982 $29.8M
Ampersand Capital Group, L.P. 13.26% No change 184,763 $29.7M
Triasima Portfolio Management inc. 4.40% Add +11.0% 182,338 $29.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.43% — 182,199 $29.4M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -15.6% 181,879 $29.3M
Citadel Advisors 0.02% Add +245.1% 179,252 $28.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.98% Add +12.7% 178,627 $28.8M
Maryland State Retirement & Pension System 0.59% Add +0.4% 178,354 $28.7M
Nissay Asset Management Corp. /Japan 0.15% Add +9.0% 176,155 $28.3M
D.A. Davidson & Co. 0.17% Add +9.0% 175,889 $28.3M
BIT Capital GmbH 1.22% Reduce -7.7% 174,201 $28.0M
Lazard Asset Management LLC 0.05% Add +55.4% 173,661 $28.0M
Daiwa Securities Group Inc. 0.09% Add +6.0% 171,800 $27.7M
Baker Avenue Asset Management, LP 0.63% Reduce -3.3% 169,864 $27.3M
Oddo BHF Asset Management Sas 1.02% Add +13.2% 122,698 $27.1M
Parkwood LLC 2.30% Add +41.3% 168,187 $27.1M
Sanctuary Advisors, LLC 0.15% Reduce -1.0% 166,762 $26.8M
Lyell Wealth Management, LP 1.92% Add +0.1% 164,895 $26.5M
Atria Investments, Inc 0.30% Reduce -11.1% 161,388 $26.0M
Tremblant Capital Group 0.66% Reduce -11.4% 161,292 $26.0M
Thompson Siegel & Walmsley LLC 0.43% Reduce -1.9% 158,940 $25.6M
Benchstone Capital Management LP 2.86% New 158,023 $25.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -0.6% 146,156 $24.8M
Manchester Global Management (UK) Ltd 3.32% New 152,956 $24.6M
Welch & Forbes LLC 0.30% Add +1.6% 152,934 $24.6M
Baird Financial Group, Inc. 0.04% Reduce -1.8% 152,408 $24.5M
Harvest Portfolios Group Inc. 0.42% Add +54.1% 150,542 $24.2M
Apollon Wealth Management, LLC 0.42% Add +1.6% 149,526 $24.1M
Gryphon Financial Partners LLC 2.54% Add +0.1% 147,653 $23.8M
Arthedge Capital Management, LLC 17.21% Reduce -8.4% 146,600 $23.6M
Agf Management Ltd. 0.10% Add +12.2% 144,859 $23.5M
Trillium Asset Management, LLC 0.70% Reduce -28.6% 140,147 $22.7M
Shelton Capital Management 0.44% Add +3.6% 139,413 $22.4M
Candriam S.C.A. 0.11% Add +64.9% 139,005 $22.4M
Rheos Capital Works Inc. 1.42% Reduce -26.6% 138,000 $22.2M
Thornburg Investment Management Inc. 0.28% Reduce -2.7% 137,279 $22.1M
Meridian Wealth Management, LLC 0.78% Add +10.8% 137,081 $22.1M
Utah Retirement Systems 0.21% No change 135,481 $21.8M
Vestmark Advisory Solutions, Inc. 0.29% Add +0.1% 132,858 $21.4M
AIA Group Ltd 0.32% Reduce -27.6% 132,705 $21.4M
Jones Financial Companies LLLP 0.01% Add +12.1% 130,977 $21.1M
Cresset Asset Management, LLC 0.09% Add +1.1% 130,394 $21.0M
One Madison Group LLC 2.41% Reduce -12.2% 130,000 $20.9M
Telemark Asset Management, LLC 2.09% No change 130,000 $20.9M
Ithaka Group LLC 3.66% Add +1.9% 127,716 $20.6M
Cerity Partners LLC 0.03% Add +9.2% 127,200 $20.5M
Henry James International Management Inc. 6.41% Reduce -6.9% 126,262 $20.3M
PNC Financial Services Group, Inc. 0.01% Add +3.5% 125,414 $20.2M
Alta Park Capital, LP 2.43% New 125,412 $20.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Add +220.6% 124,582 $20.1M
Atika Capital Management LLC 2.78% Add +58.0% 124,000 $20.0M
Islander Capital Partners, L.P. 8.94% — 123,258 $19.8M
BI Asset Management Fondsmaeglerselskab A/S 0.17% Reduce -7.6% 122,301 $19.7M
Science & Technology Partners, L.P. 5.46% Reduce -9.3% 121,300 $19.5M
Corient Private Wealth LP 0.03% Add +1.2% 120,775 $19.4M
Parallax Volatility Advisers, L.P. 0.68% Add +2.1% 120,421 $19.4M
Glenmede Trust Co. NA 0.09% — 120,416 $19.4M
SteelPeak Wealth, LLC 0.64% Add +170.4% 120,095 $19.3M
Van Eck Associates Corp. 0.02% Add +2.4% 119,546 $19.2M
Scopus Asset Management, L.P. 0.54% New 119,500 $19.2M
Texas Yale Capital Corp. 0.57% Reduce -0.2% 117,592 $18.9M
State of Michigan Retirement System 0.09% No change 117,200 $18.9M
Baltimore-Washington Financial Advisors, Inc. 0.79% Add +6.0% 116,726 $18.8M
Carnegie Investment Counsel 0.35% Add +0.5% 116,662 $18.8M
Kinetic Partners Management, LP 0.89% Add +202.0% 113,626 $18.3M
Genus Capital Management Inc. 2.13% Reduce -12.6% 113,356 $18.3M
Marcho Partners LLP 11.01% Reduce -33.5% 112,717 $18.1M
Walleye Trading LLC 0.29% Add +40.8% 112,635 $18.1M
Lido Advisors, LLC 0.07% Add +4.4% 117,501 $18.1M
Yarbrough Capital, LLC 0.56% Add +2.0% 112,218 $18.1M
Tocqueville Asset Management L.P. 0.26% Add +1.4% 111,190 $17.9M
Ninepoint Partners LP 2.07% Add +156.0% 108,591 $17.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +7.5% 107,222 $16.9M
Tairen Capital Ltd 1.73% Add +15.1% 103,233 $16.6M
Markel Group 0.13% No change 102,750 $16.5M
NorthCrest Asset Manangement, LLC 0.37% Add +0.8% 99,248 $16.5M
Generali Asset Management SPA SGR 0.34% Reduce -25.5% 74,594 $16.5M
Verition Fund Management LLC 0.09% Add +576.8% 100,250 $16.1M
LBP Am SA 0.19% Reduce -0.6% 99,711 $16.1M
Nepsis Inc. 4.93% Reduce -18.8% 99,075 $15.9M
Asset Management One Co., Ltd. 0.04% Reduce -10.2% 94,949 $15.9M
Thoroughbred Financial Services, LLC 0.93% Add +0.5% 97,137 $15.6M
Kestra Advisory Services, LLC 0.06% Add +11.7% 96,913 $15.6M
Covenant Asset Management, LLC 2.99% Reduce -0.6% 96,447 $15.5M
Profund Advisors LLC 0.47% Add +9.1% 96,286 $15.5M
Andra AP-fonden 0.19% Add +13.6% 69,400 $15.3M
Sora Investors LLC 1.32% New 95,082 $15.3M
Harvest Fund Management Co., Ltd 0.57% Reduce -40.3% 94,874 $15.3M
Mediolanum International Funds Ltd 0.15% Reduce -22.8% 92,451 $15.1M
Credit Agricole S A 0.04% Add +43.2% 93,958 $15.1M
Qube Research & Technologies Ltd 0.02% Reduce -35.8% 93,442 $15.0M
Sierra Summit Advisors LLC 2.30% Reduce -11.9% 93,335 $15.0M
Optiver Holding B.V. 0.27% Add +53898.3% 92,877 $15.0M
Nomura Asset Management Co. Ltd. 0.04% Add +6.8% 91,411 $14.7M
Equitable Holdings, Inc. 0.10% Add +1.4% 89,432 $14.4M
Pacer Advisors, Inc. 0.04% Add +4.3% 88,754 $14.3M
PEAK6 LLC 0.39% Add +3646.3% 87,814 $14.1M
NewEdge Advisors, LLC 0.05% Add +22.9% 87,482 $14.1M
&partners 0.07% Add +14.7% 87,224 $14.0M
US Bancorp \de 0.02% Add +29.8% 86,444 $13.9M
Pinebridge Investments LLC 0.10% — 84,626 $13.9M
Venture Visionary Partners LLC 0.45% Add +10.5% 85,930 $13.8M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Add +211.6% 85,271 $13.8M
Capital Group Investment Management Pte. LTD. 2.22% Add +4.6% 84,867 $13.7M
Advisory Services Network, LLC 0.19% Reduce -5.1% 83,681 $13.5M
Capital Group Private Client Services, Inc. 0.21% Reduce -2.7% 83,146 $13.4M
Dixon Mitchell Investment Counsel Inc. 0.44% Add +4.5% 82,336 $13.3M
Louisiana State Employees Retirement System 0.23% Reduce -8.1% 81,800 $13.2M
EFG International AG 0.25% — 81,196 $13.1M
M&T Bank Corp 0.04% Add +37.1% 81,082 $13.1M
Rafferty Asset Management, LLC 0.04% Reduce -5.4% 80,770 $13.0M
EULAV Asset Management 0.34% Reduce -4.8% 80,000 $12.9M
Dash Acquisitions Inc. 2.67% Reduce -0.8% 112,447 $12.8M
Ardsley Advisory Partners LP 1.61% Reduce -5.8% 78,400 $12.6M
Acadian Asset Management LLC 0.02% Reduce -23.1% 78,086 $12.6M
MMBG Investment Advisors Co. 1.05% Reduce -2.4% 77,748 $12.5M
Point72 Asset Management 0.02% New 77,032 $12.4M
Bellecapital International Ltd. 2.19% Reduce -5.2% 76,626 $12.3M
Janney Capital Management LLC 0.77% Reduce -1.0% 76,007 $12.2M
Captrust Financial Advisors 0.02% Add +144.9% 75,428 $12.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% No change 75,175 $12.1M
Spire Wealth Management 0.40% Reduce -3.7% 75,101 $12.1M
Nishkama Capital, LLC 1.63% New 74,808 $12.0M
Ravenswood Partners LP 3.99% Add +1.8% 74,371 $12.0M
Ilex Capital Partners (UK) LLP 0.34% New 73,746 $11.9M
NLB Skladi, upravljanje premozenja, d.o.o. 0.54% — 73,450 $11.8M
Vident Advisory, LLC 0.11% Add +4.7% 73,404 $11.8M
Lombard Odier Asset Management (Switzerland) SA 0.49% Add +76.3% 71,708 $11.5M
Prudential PLC 0.09% Add +5.2% 71,489 $11.5M
Wesbanco Bank Inc. 0.32% Reduce -3.6% 71,272 $11.5M
WCG Wealth Advisors LLC 0.32% Add +216.3% 71,149 $11.5M
PCJ Investment Counsel Ltd. 2.82% Add +3.7% 70,710 $11.4M
Osmosis Investment Management UK Ltd 0.29% — 70,326 $11.3M
HWG Holdings LP 2.75% Add +249.5% 70,395 $11.3M
Gifford Fong Associates 2.25% No change 70,000 $11.3M
Caption Management, LLC 0.51% Add +25.2% 69,900 $11.3M
Rakuten Investment Management, Inc. 0.04% Add +365.9% 65,992 $11.1M
Tidal Investments LLC 0.05% Reduce -9.5% 68,390 $11.0M
Mercer Global Advisors Inc. 0.02% Add +21.1% 68,078 $11.0M
Franklin Street Advisors Inc. 0.62% New 67,655 $10.9M
Louisbourg Investments Inc. 2.15% Reduce -34.1% 66,870 $10.8M
Fortis Capital Management LLC 1.42% Reduce -0.2% 66,587 $10.7M
Third View Private Wealth, LLC 1.43% — 65,871 $10.6M
Jaffetilchin Investment Partners, LLC 0.61% Add +7.1% 65,304 $10.5M
Orion Porfolio Solutions, LLC 0.08% Reduce -1.1% 65,170 $10.5M
Vanguard Personalized Indexing Management, LLC 0.10% Add +8.4% 64,297 $10.3M
Prospera Financial Services Inc 0.17% Add +1.1% 64,230 $10.3M
Midwest Trust Co 0.13% Add +1.6% 63,985 $10.3M
Faithward Advisors, LLC 1.51% Reduce -0.7% 63,887 $10.3M
Contravisory Investment Management, Inc. 2.01% Reduce -4.1% 62,940 $10.1M
Square Peg Capital PTY Ltd. 10.12% Reduce -3.6% 62,886 $10.1M
Group One Trading LLC 0.30% Add +64.8% 61,953 $10.0M
Tower Research Capital LLC (TRC) 0.24% Reduce -28.9% 61,716 $9.9M
Gulf International Bank (UK) Ltd 0.32% No change 61,642 $9.9M
Purpose Unlimited Inc. 0.45% — 60,775 $9.8M
Allianz SE 0.13% Reduce -0.1% 60,580 $9.8M
Sustainable Growth Advisers, LP 0.07% Reduce -33.2% 60,651 $9.8M
Callan Family Office, LLC 0.21% Add +226.5% 60,504 $9.7M
Cibc World Markets Corp. 0.05% — 59,389 $9.6M
Vontobel Holding Ltd. 0.03% Reduce -14.1% 59,102 $9.5M
Torrey Growth & Income Advisors 3.29% Reduce -3.6% 58,829 $9.5M
Commerce Bank 0.05% Add +0.7% 58,116 $9.4M
Natixis 0.04% Reduce -6.1% 58,049 $9.3M
JCIC Asset Management Inc. 2.86% Reduce -1.1% 57,968 $9.3M
Bank of Nova Scotia Trust Co. 0.81% Add +8.0% 57,828 $9.3M
Meadowbrook Wealth Management, LLC 10.69% Reduce -0.3% 57,826 $9.3M
Premier Fund Managers Ltd 0.53% Reduce -10.3% 56,646 $9.3M
Ieq Capital, LLC 0.03% Add +1.3% 56,623 $9.1M
NewEdge Wealth, LLC 0.10% Add +5.2% 56,341 $9.1M
China Universal Asset Management Co., Ltd. 0.70% Add +8.4% 56,298 $9.1M
Strategic Planning Group, LLC 1.16% Add +4.7% 55,883 $9.0M
Weaver Capital Management LLC 1.89% Add +3.5% 55,511 $8.9M
Employees Retirement System of Texas 0.08% Reduce -27.0% 54,624 $8.8M
Voleon Capital Management LP 0.19% New 54,484 $8.8M
Achmea Investment Management B.V. 0.22% Add +252.4% 54,228 $8.7M
Synergy Financial Group, LTD 6.14% Reduce -14.4% 54,282 $8.7M
Signaturefd, LLC 0.13% Add +0.4% 54,100 $8.7M
Steward Partners Investment Advisory, LLC 0.05% Reduce -6.2% 52,924 $8.5M
Sienna Gestion 0.51% No change 52,100 $8.5M
HUB Investment Partners, LLC 0.23% Add +1.6% 52,750 $8.5M
Kovack Advisors, Inc. 0.40% Add +311.4% 52,668 $8.5M
Bogart Wealth, LLC 0.33% Reduce -24.3% 51,588 $8.3M
United Capital Financial Advisors, LLC 0.05% Add +99.3% 51,393 $8.3M
Gateway Investment Advisers LLC 0.08% Add +0.5% 50,811 $8.2M
FFG Partners, LLC 2.36% Add +0.7% 50,646 $8.2M
Orion Investment Co 2.43% Add +1.6% 49,480 $8.0M
Americana Partners, LLC 0.22% Add +61.4% 49,308 $7.9M
WINTON GROUP Ltd 0.27% Add +47.6% 49,158 $7.9M
OMERS ADMINISTRATION Corp 0.06% Reduce -43.2% 48,948 $7.9M
Crestwood Advisors Group, LLC 0.13% Add +0.9% 48,947 $7.9M
Kestra Private Wealth Services, LLC 0.10% Reduce -1.5% 48,723 $7.8M
Private Advisor Group, LLC 0.04% Add +19.3% 48,652 $7.8M
Beacon Pointe Advisors, LLC 0.05% Add +84.5% 48,115 $7.7M
Atalanta Sosnoff Capital, LLC 0.15% Add +1.1% 47,979 $7.7M
Financial Avengers, Inc. 3.12% Add +5.0% 47,359 $7.6M
Groupe la Francaise 0.11% Add +4909.6% 47,341 $7.6M
Aviso Financial Inc. 0.29% Add +2.8% 46,776 $7.5M
Choreo, LLC 0.10% Add +2.2% 45,862 $7.5M
Portside Wealth Group, LLC 1.01% Reduce -20.0% 46,224 $7.4M
Columbus Hill Capital Management, L.P. 1.11% Reduce -1.7% 46,123 $7.4M
Journey Retirement Planning & Investment Management LLC 1.52% — 45,988 $7.4M
Farther Finance Advisors, LLC 0.08% Add +68.5% 45,924 $7.4M
Brooklyn Investment Group 0.34% Add +219.0% 43,900 $7.4M
Cary Street Partners Financial LLC 0.18% Reduce -0.3% 45,696 $7.4M
Metis Global Partners, LLC 0.17% Reduce -18.6% 44,856 $7.2M
Alerus Financial NA 0.35% Add +68.4% 44,635 $7.2M
Guardian Capital LP 0.21% Reduce -33.7% 44,590 $7.2M
Oppenheimer & Co. Inc. 0.10% Add +10.8% 44,601 $7.2M
AE Wealth Management LLC 0.04% Add +114.0% 44,571 $7.2M
Benjamin Edwards Inc. 0.08% Reduce -2.5% 44,516 $7.2M
GC Wealth Management RIA, LLC 0.26% Reduce -4.9% 44,331 $7.1M
Ameritas Investment Partners, Inc. 0.22% Add +8.6% 44,200 $7.1M
Arthur M. Cohen & Associates, LLC 1.16% Add +1.8% 44,176 $7.1M
Concurrent Investment Advisors, LLC 0.08% Add +65.8% 44,084 $7.1M
Bailard, Inc. 0.15% Add +0.5% 43,374 $7.0M
Flagship Harbor Advisors, LLC 0.33% Reduce -4.7% 43,009 $6.9M
Oak Ridge Investments LLC 0.42% New 42,923 $6.9M
Marsico Capital Management LLC 0.19% Reduce -53.3% 42,818 $6.9M
Prudential Financial Inc. 0.01% Add +40.7% 42,487 $6.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +12.1% 42,356 $6.8M
Gerber Kawasaki Wealth & Investment Management 0.24% Reduce -0.6% 42,301 $6.8M
Norinchukin Bank, The 0.08% Add +19.2% 40,843 $6.6M
Sepio Capital, LP 0.36% Add +0.7% 40,752 $6.6M
Dunhill Financial, LLC 2.06% Reduce -0.1% 40,619 $6.5M
Calamos Advisors LLC 0.04% Add +54.5% 40,604 $6.5M
Citizens Financial Group Inc. 0.09% Reduce -1.5% 40,137 $6.5M
Munich Reinsurance Co Stock Corp in Munich 0.16% Add +159.7% 39,374 $6.5M
Laird Norton Wetherby Trust Company, LLC 0.13% New 40,045 $6.4M
Broadleaf Partners, LLC 1.35% New 39,905 $6.4M
Tiaa Trust, National Association 0.02% Reduce -54.2% 39,540 $6.4M
Westside Investment Management, Inc. 1.00% Reduce -4.2% 39,118 $6.3M
Pittenger & Anderson Inc. 0.24% Reduce -11.5% 38,780 $6.2M
Carlson Financial, Inc. 3.59% — 38,469 $6.2M
Worldquant Millennium Advisors LLC 0.02% Reduce -8.8% 38,243 $6.2M
Stephens Inc. 0.08% Reduce -4.9% 38,228 $6.2M
Montrusco Bolton Investments Inc. 0.08% Reduce -14.2% 38,112 $6.1M
Next Century Growth Investors LLC 0.43% Reduce -0.2% 38,036 $6.1M
AdvisorNet Financial, Inc 0.32% Add +0.0% 37,682 $6.1M
Jain Global LLC 0.06% Reduce -34.0% 37,678 $6.1M
Exchange Traded Concepts, LLC 0.05% Add +12.7% 37,582 $6.0M
Diversify Wealth Management, LLC 0.28% Reduce -16.6% 35,865 $6.0M
Fifth Third Bancorp 0.02% Reduce -1.3% 37,205 $6.0M
Laurion Capital Management LP 0.42% New 36,716 $5.9M
Sciencast Management LP 0.81% New 36,308 $5.8M
Independent Solutions Wealth Management, LLC 1.07% Reduce -6.4% 36,111 $5.8M
PKO Investment Management Joint-Stock Co 0.46% No change 36,000 $5.8M
SBI Securities Co., Ltd. 0.15% Add +3.5% 35,980 $5.8M
J.W. Cole Advisors, Inc. 0.14% Reduce -9.1% 35,888 $5.8M
Two Sigma Investments, LP 0.01% Add +5.3% 35,187 $5.7M
Park Avenue Securities LLC 0.05% Reduce -2.4% 34,745 $5.6M
Spear Advisors LLC 3.90% — 34,573 $5.6M
Vise Technologies, Inc. 0.11% Add +9.4% 34,444 $5.5M
Infusive Asset Management Inc. 2.35% Reduce -12.5% 34,237 $5.5M
HighPoint Advisor Group LLC 0.12% Add +47.7% 33,857 $5.4M
Icon Wealth Advisors, LLC 0.36% Reduce -13.9% 33,695 $5.4M
Maytus Capital Management, LLC 1.27% Reduce -14.1% 33,500 $5.4M
DF Dent & Co. Inc. 0.08% Reduce -2.7% 33,341 $5.4M
VMS Asset Management Limited 2.06% — 33,270 $5.4M
Compound Planning, Inc. 0.16% Add +8.1% 33,105 $5.3M
Quadrant Capital Group LLC 0.16% Reduce -0.2% 32,874 $5.3M
Logan Capital Management Inc. 0.22% Add +0.1% 32,782 $5.3M
Ritholtz Wealth Management 0.10% Add +11.1% 32,756 $5.3M
Hartline Investment Corp./ 0.57% Add +27.0% 32,701 $5.3M
Merit Financial Group, LLC 0.04% Add +79.0% 32,689 $5.3M
Moody LYNN Lieberson & Walker, LLC 0.28% Reduce -2.2% 32,652 $5.3M
MIG Capital, LLC 0.89% No change 32,593 $5.2M
Castlefield Investment Partners LLP 4.04% — 32,512 $5.2M
Nordea Investment Management AB 0.00% No change 32,318 $5.2M
Melqart Asset Management (UK) Ltd 0.52% Add +134.3% 32,388 $5.2M
Transamerica Financial Advisors, LLC 0.43% Reduce -2.8% 32,290 $5.2M
Kingsview Wealth Management, LLC 0.07% Reduce -3.5% 32,277 $5.2M
Snowden Capital Advisors LLC 0.13% Add +19.1% 32,260 $5.2M
Crossmark Global Holdings, Inc. 0.07% Reduce -27.3% 32,204 $5.2M
Empowered Funds, LLC 0.09% Add +27.9% 32,183 $5.2M
UniSuper Management Pty Ltd 0.03% Add +9.9% 23,300 $5.1M
Azzad Asset Management Inc. 0.50% Reduce -0.1% 31,729 $5.1M
Cornerstone Advisors, LLC 0.17% New 31,580 $5.1M
Calamos Wealth Management LLC 0.17% Add +42.6% 30,964 $5.0M
Resolute Wealth Strategies, LLC 2.16% Reduce -8.7% 30,580 $4.9M
Intesa Sanpaolo S.p.A. 0.32% — 29,912 $4.9M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.95% Reduce -19.6% 30,392 $4.9M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.17% — 30,191 $4.9M
Arrow Capital Pty Ltd 4.63% No change 30,000 $4.8M
Morgens Waterfall Vintiadis & Co. Inc. 3.54% New 30,000 $4.8M
Summit Financial, LLC 0.07% Reduce -2.8% 29,560 $4.8M
Sterling Investment Advisors, Ltd. 0.86% Reduce -11.1% 29,042 $4.7M
Strategic Advisors LLC 0.73% Add +0.0% 28,796 $4.6M
Integrated Wealth Concepts LLC 0.05% Reduce -36.9% 28,591 $4.6M
Left Brain Wealth Management, LLC 1.59% Add +176.3% 28,541 $4.6M
Insight Holdings Group, LLC 0.34% New 28,530 $4.6M
Saba Capital Management, L.P. 0.15% Reduce -12.2% 28,279 $4.6M
Norden Group LLC 0.44% Reduce -66.8% 28,084 $4.5M
Sterling Capital Management LLC 0.07% Reduce -32.1% 27,932 $4.5M
B & T Capital Management DBA Alpha Capital Management 0.63% Reduce -6.5% 27,804 $4.5M
ING Groep NV 0.03% Reduce -49.3% 27,657 $4.5M
GM Advisory Group, LLC 0.17% Add +130.1% 27,655 $4.5M
ASR Vermogensbeheer N.V. 0.05% No change 27,360 $4.4M
O'Neil Global Advisors, Inc. 1.52% Reduce -35.9% 27,370 $4.4M
World Investment Advisors 0.07% Add +2.2% 27,327 $4.4M
Capital Wealth Planning, LLC 0.03% New 27,195 $4.4M
Alpha Cubed Investments, LLC 0.15% Reduce -0.5% 26,816 $4.3M
Gibbs Wealth Management 1.04% Reduce -23.8% 26,222 $4.3M
Bleakley Financial Group, LLC 0.07% Reduce -1.5% 26,739 $4.3M
Boyd Watterson Asset Management LLC 1.24% Add +0.7% 26,686 $4.3M
Sigma Planning Corp 0.12% Reduce -13.5% 26,653 $4.3M
Nia Impact Advisors, LLC 1.43% Reduce -1.3% 26,532 $4.3M
Legal Advantage Investments, Inc. 1.96% Add +0.7% 26,285 $4.2M
Biondo Investment Advisors, LLC 0.51% Reduce -0.3% 26,194 $4.2M
Nwam LLC 0.24% Reduce -21.4% 30,857 $4.2M
Wealthfront Advisers LLC 0.01% Add +30.4% 25,759 $4.1M
Palidye Holdings (Caymans) Ltd 0.82% New 25,128 $4.0M
Acorn Financial Advisory Services Inc. 0.59% Reduce -0.6% 24,725 $4.0M
K.J. Harrison & Partners Inc 0.53% Reduce -51.2% 24,527 $4.0M
Prasad Wealth Partners, LLC 1.05% Reduce -1.5% 24,451 $3.9M
Fisher Asset Management 0.00% Add +12.3% 24,414 $3.9M
Segment Wealth Management, LLC 0.23% Add +2.5% 24,225 $3.9M
Jeppson Wealth Management, LLC 1.23% Reduce -2.9% 24,141 $3.9M
Global Retirement Partners, LLC 0.07% Add +11.2% 24,100 $3.9M
Parallel Advisors, LLC 0.07% Add +4.3% 23,853 $3.8M
Savant Capital, LLC 0.02% Add +11.2% 23,743 $3.8M
Caxton Associates LLP 0.08% Reduce -29.9% 23,574 $3.8M
Insigneo Advisory Services, LLC 0.27% Add +4.8% 23,522 $3.8M
Certuity, LLC 0.24% Add +0.5% 23,365 $3.8M
Integrity Alliance, Llc. 0.14% Add +214.8% 23,068 $3.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.26% New 23,058 $3.7M
Intellectus Partners, LLC 0.72% Reduce -9.4% 23,003 $3.7M
Knights of Columbus Asset Advisors LLC 0.21% Reduce -17.0% 22,955 $3.7M
Blue Jean Financial LLC 2.98% — 22,762 $3.7M
Investment Insight Wealth Management, LLC 3.58% — 22,634 $3.6M
Sequoia Financial Advisors, LLC 0.02% Add +5.7% 22,569 $3.6M
Fiduciary Alliance LLC 0.23% Add +3.6% 22,269 $3.6M
Regions Financial Corp. 0.02% Add +4.0% 22,121 $3.6M
United Advisor Group, LLC 0.46% Reduce -22.7% 22,088 $3.6M
Independent Advisor Alliance 0.09% Add +0.4% 21,972 $3.5M
Cigna Investments Inc. 0.51% Reduce -0.5% 21,920 $3.5M
Mutual Advisors, LLC 0.08% Add +6.8% 21,816 $3.5M
Cwm, LLC 0.01% Add +24.4% 21,775 $3.5M
Global Wealth Management Investment Advisory, Inc. 0.56% Add +3.3% 21,731 $3.5M
Landscape Capital Management, L.L.C. 0.23% Add +63.9% 21,443 $3.5M
Resolute Advisors LLC 1.11% No change 21,165 $3.4M
Grove Bank & Trust 0.38% Reduce -17.1% 21,150 $3.4M
Katamaran Capital LLP 2.57% New 21,111 $3.4M
LMR Partners LLP 0.04% No change 21,042 $3.4M
Asset One Wealth Management LLC 0.46% — 25,381 $3.4M
Independent Financial Group, LLC 0.07% Reduce -11.1% 20,771 $3.3M
Allworth Financial LP 0.01% Reduce -8.0% 20,419 $3.3M
Wealthspire Advisors, LLC 0.03% Add +14.5% 20,360 $3.3M
Evolutionary Tree Capital Management, LLC 3.79% Reduce -23.1% 20,291 $3.3M
Hel Ved Capital Management Ltd 1.13% Add +70.5% 20,285 $3.3M
Circle Wealth Management, LLC 0.05% Reduce -15.0% 20,221 $3.3M
Alps Advisors Inc. 0.02% Reduce -19.2% 20,172 $3.2M
Diker Management LLC 2.49% No change 20,000 $3.2M
Aubrey Capital Management Ltd 1.27% New 20,000 $3.2M
Cabot Wealth Management Inc. 0.36% Add +65.7% 19,974 $3.2M
Atala Financial Inc 2.04% Reduce -0.0% 19,899 $3.2M
Weinberger Asset Management, Inc 1.14% Reduce -1.8% 19,665 $3.2M
ICICI Prudential Asset Management Co Ltd 0.37% Add +4.7% 19,621 $3.2M
Ascent Wealth Partners, LLC 0.36% Add +0.6% 19,538 $3.1M
Commerzbank Aktiengesellschaft 0.06% Reduce -12.0% 19,452 $3.1M
Focus Financial Network, Inc. 0.11% Reduce -7.1% 19,425 $3.1M
Fairfield, Bush & Co. 1.65% Reduce -11.9% 19,409 $3.1M
Squarepoint Ops LLC 0.01% Reduce -32.5% 19,269 $3.1M
Alta Wealth Advisors LLC 1.03% Reduce -0.1% 19,224 $3.1M
Ascentis Wealth Management, LLC 0.78% Reduce -6.4% 18,967 $3.1M
Alliance Wealth Advisors, LLC 0.66% Reduce -45.4% 18,966 $3.1M
Financial Perspectives, Inc 0.82% No change 18,858 $3.0M
Douglass Winthrop Advisors, LLC 0.05% Add +1.9% 18,712 $3.0M
RFG Advisory, LLC 0.06% Reduce -11.3% 18,602 $3.0M
CAP Partners, LLC 1.70% Reduce -0.3% 18,587 $3.0M
Cypress Wealth Services, LLC 0.41% Add +7.4% 18,437 $3.0M
Plato Investment Management Ltd 0.19% Reduce -40.8% 18,262 $3.0M
Stratos Wealth Partners, LTD. 0.03% Reduce -8.6% 18,252 $2.9M
Caprock Group, LLC 0.06% Reduce -5.3% 18,150 $2.9M
Principal Securities, Inc. 0.04% Add +0.1% 18,023 $2.9M
Goodman Advisory Group, LLC 0.71% Reduce -4.3% 17,981 $2.9M
Valeo Financial Advisors, LLC 0.06% Reduce -6.5% 17,959 $2.9M
Simplicity Wealth,LLC 0.17% Reduce -26.6% 17,909 $2.9M
Diversify Advisory Services, LLC 0.09% Reduce -7.8% 18,433 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -25.5% 17,835 $2.9M
Montag A & Associates Inc. 0.13% Add +2.4% 17,758 $2.9M
Venturi Wealth Management, LLC 0.13% Add +11.8% 17,727 $2.9M
Pinnbrook Capital Management LP 0.73% Reduce -41.8% 17,634 $2.8M
Nilsine Partners, LLC 0.25% Reduce -4.9% 17,616 $2.8M
Wedbush Securities Inc. 0.08% Add +2.9% 17,349 $2.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -32.2% 17,330 $2.8M
TB Alternative Assets Ltd. 0.45% New 17,074 $2.7M
Putney Financial Group LLC 2.56% Reduce -2.8% 17,005 $2.7M
Legacy Capital Group California, Inc. 0.66% Reduce -1.0% 17,000 $2.7M
Cim, LLC 0.36% Add +12.2% 16,994 $2.7M
Level Four Advisory Services, LLC 0.09% Reduce -37.5% 16,817 $2.7M
Keybank National Association 0.01% Add +0.3% 16,774 $2.7M
Empower Advisory Group, LLC 0.01% Add +7.6% 16,636 $2.7M
SWS Partners 0.65% Reduce -0.7% 16,620 $2.7M
Procyon Advisors, LLC 0.13% Reduce -3.1% 16,604 $2.7M
Hilltop Holdings Inc. 0.16% Reduce -6.0% 16,539 $2.7M
Colorado Capital Management, Inc. 0.99% No change 16,450 $2.6M
Uhlmann Price Securities, LLC 1.55% Reduce -4.5% 16,199 $2.6M
Natural Investments, LLC 0.65% New 16,197 $2.6M
Sowell Financial Services LLC 0.10% Reduce -3.7% 16,169 $2.6M
Dynasty Wealth Management, LLC 0.03% Add +4.2% 16,124 $2.6M
ArrowMark Colorado Holdings LLC 0.06% No change 16,000 $2.6M
Evelyn Partners Investment Management LLP 0.07% Reduce -8.5% 15,935 $2.6M
IMC-Chicago, LLC 0.05% New 15,927 $2.6M
Verdence Capital Advisors LLC 0.15% Reduce -21.7% 15,874 $2.6M
Personal Cfo Solutions, LLC 0.41% Add +9.6% 15,868 $2.6M
Arkfeld Wealth Strategies, L.L.C. 0.87% Reduce -0.1% 15,230 $2.5M
Huntleigh Advisors, Inc. 0.43% No change 15,775 $2.5M
Avestar Capital, LLC 0.17% Add +37.6% 15,732 $2.5M
Main Management ETF Advisors, LLC 0.09% Add +1.0% 15,660 $2.5M
RiverPark Advisors, LLC 1.30% Reduce -21.1% 15,598 $2.5M
Black Swift Group, LLC 0.42% New 15,550 $2.5M
NorthCoast Asset Management LLC 0.06% Reduce -13.2% 15,489 $2.5M
Great Valley Advisor Group, Inc. 0.05% Add +2.9% 15,460 $2.5M
TD Private Client Wealth LLC 0.05% Add +219.7% 15,443 $2.5M
Night Squared LP 0.70% New 15,411 $2.5M
Leonteq Securities AG 0.13% Reduce -24.5% 14,261 $2.5M
Highland Capital Management, LLC 0.12% Reduce -9.2% 15,380 $2.5M
SIG North Trading, ULC 0.43% New 15,163 $2.4M
Prime Capital Investment Advisors, LLC 0.03% Reduce -14.2% 15,160 $2.4M
DB&C Advisors, LLC 3.05% — 15,116 $2.4M
Timothy G. Youngquist 2020 Irrevocable Trust 2.08% — 15,092 $2.4M
Aristotle Atlantic Partners, LLC 0.11% Reduce -84.0% 15,039 $2.4M
Harbour Investments, Inc. 0.05% Reduce -0.3% 15,005 $2.4M
Dockside LLC 0.62% — 14,993 $2.4M
Evoke Wealth, LLC 0.05% Add +101.3% 14,934 $2.4M
Eventide Asset Management, LLC 0.04% Add +30.2% 14,886 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.9% 14,909 $2.4M
Wellington Shields & Co., LLC 0.59% Reduce -4.8% 14,893 $2.4M
VestGen Advisors, LLC 0.10% Reduce -81.3% 14,813 $2.4M
Mission Wealth Management, LP 0.05% Add +276.6% 14,737 $2.4M
CreativeOne Wealth, LLC 0.06% Add +0.6% 14,621 $2.4M
International Assets Investment Management, LLC 0.16% Reduce -0.8% 14,559 $2.3M
Harrell Investment Partners, LLC 0.55% Add +0.6% 14,534 $2.3M
Evergreen Capital Management LLC 0.05% Add +3.8% 14,488 $2.3M
Malaga Cove Capital, LLC 0.81% Reduce -3.6% 14,481 $2.3M
Avior Wealth Management, LLC 0.07% Add +2.1% 14,477 $2.3M
Annis Gardner Whiting Capital Advisors, LLC 0.44% Reduce -0.2% 14,368 $2.3M
Gotham Asset Management 0.01% Reduce -17.6% 14,287 $2.3M
Midwest Professional Planners, LTD. 0.54% Add +11.3% 14,127 $2.3M
Arkadios Wealth Advisors 0.05% Reduce -5.5% 14,102 $2.3M
Two Sigma Advisers, LP 0.00% Add +261.5% 14,100 $2.3M
Ted Buchan & Co 0.83% Add +0.2% 14,089 $2.3M
Ausdal Financial Partners, Inc. 0.10% Reduce -8.8% 14,019 $2.3M
Fiera Capital Corp 0.01% Add +148.4% 13,999 $2.3M
Belpointe Asset Management LLC 0.08% Add +30.8% 13,944 $2.2M
OneDigital Investment Advisors LLC 0.02% Reduce -4.5% 13,902 $2.2M
Mgo One Seven LLC 0.05% Reduce -0.0% 13,873 $2.2M
Chicago Partners Investment Group LLC 0.05% Add +13.6% 16,113 $2.2M
Cornerstone Wealth Management, LLC 0.12% Add +0.4% 13,777 $2.2M
SCS Capital Management LLC 0.02% Reduce -0.2% 13,759 $2.2M
Ancora Advisors LLC 0.05% Add +3.1% 13,729 $2.2M
Horizon Investments, LLC 0.03% New 13,718 $2.2M
Watershed Private Wealth LLC 0.66% Add +4.0% 13,713 $2.2M
Coastline Trust Co 0.20% Add +944.0% 13,541 $2.2M
MAI Capital Management 0.01% Add +2.0% 13,536 $2.2M
Signal Advisors Wealth, LLC 0.17% Reduce -10.5% 13,508 $2.2M
Integrated Advisors Network LLC 0.10% Reduce -16.5% 13,478 $2.2M
Gillson Capital LP 0.14% Reduce -72.9% 13,461 $2.2M
Simplex Trading, LLC 0.06% Add +1399.7% 13,407 $2.2M
Corrado Advisors, LLC 1.08% No change 13,400 $2.2M
Gardner Lewis Asset Management L P 0.54% Add +120.3% 13,318 $2.1M
Cohen Capital Management, Inc. 0.32% No change 13,300 $2.1M
Bank of New Hampshire 0.48% Add +3.4% 13,240 $2.1M
Means Investment Co., Inc. 0.18% Add +0.4% 13,203 $2.1M
Oberweis Asset Management Inc./ 0.08% Add +31.0% 13,100 $2.1M
Conway Capital Management, Inc. 0.89% Add +3.8% 13,030 $2.1M
Truvestments Capital LLC 0.38% Add +12.1% 12,979 $2.1M
Perennial Investment Advisors, LLC 0.16% Reduce -1.0% 12,916 $2.1M
Coldstream Capital Management Inc. 0.03% Add +174.1% 12,834 $2.1M
Kirtland Hills Capital Management, LLC 0.72% Add +5.5% 12,781 $2.1M
EP Wealth Advisors, LLC 0.01% — 12,716 $2.0M
Kingswood Wealth Advisors, LLC 0.10% Add +67.9% 12,712 $2.0M
Aptus Capital Advisors, LLC 0.02% Add +2.6% 12,646 $2.0M
Oder Investment Management, LLC 1.47% Reduce -16.2% 12,572 $2.0M
Morningstar Investment Management LLC 0.12% New 12,548 $2.0M
Interchange Capital Partners, LLC 0.37% Reduce -2.3% 12,437 $2.0M
Gables Capital Management Inc. 0.84% Add +49.6% 12,420 $2.0M
Axxcess Wealth Management, LLC 0.04% Reduce -7.3% 12,388 $2.0M
Capula Management Ltd 0.01% Reduce -62.1% 12,359 $2.0M
Macquarie Group Ltd. 0.01% Reduce -98.9% 12,296 $2.0M
111 Capital 0.43% Reduce -21.3% 12,235 $2.0M
Pine Valley Investments Ltd Liability Co 0.10% No change 12,224 $2.0M
Fairvoy Private Wealth, LLC 0.44% Add +6.7% 12,215 $2.0M
RHL Group, LLC 1.58% — 12,192 $2.0M
Capital Fund Management S.A. 0.02% Reduce -69.1% 12,188 $2.0M
Intrinsic Value Partners, LLC 1.46% Reduce -1.7% 12,119 $2.0M
Western Financial Corp 0.77% Add +1.6% 12,119 $2.0M
First Manhattan Co. Llc. 0.01% Add +29.8% 12,093 $1.9M
Woodward Diversified Capital, LLC 0.89% No change 12,024 $1.9M
Waverly Advisors, LLC 0.02% Add +28.4% 11,972 $1.9M
Strong Retirement Solutions LLC 1.30% — 11,944 $1.9M
State of Wyoming 0.21% Add +12.7% 11,854 $1.9M
Rare Wolf Capital LLC 1.19% — 11,824 $1.9M
Fortis Capital Advisors, LLC 0.28% Add +43.0% 11,777 $1.9M
Jump Financial, LLC 0.03% Reduce -71.1% 11,694 $1.9M
Legacy Financial Advisors, Inc. 0.26% Add +4.5% 11,690 $1.9M
Danske Bank A/S 0.00% Add +129.5% 11,621 $1.9M
Sumitomo Life Insurance Co. 0.05% Add +0.9% 11,597 $1.9M
Titleist Asset Management, LLC 0.15% Reduce -1.4% 11,423 $1.8M
HB Wealth Management, LLC 0.01% Add +12.7% 11,392 $1.8M
Norris Financial Group, LLC 0.62% Reduce -39.0% 11,369 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -16.2% 12,663 $1.8M
Triton Financial Group Inc 1.20% Reduce -13.3% 11,261 $1.8M
Baker Tilly Wealth Management, LLC 0.45% Reduce -11.5% 11,235 $1.8M
Perpetual Ltd 0.03% Reduce -93.6% 11,184 $1.8M
XTX Topco Ltd 0.05% New 11,144 $1.8M
Three Seasons Wealth, LLC 0.17% Reduce -35.9% 10,987 $1.8M
Quadcap Wealth Management, LLC 0.20% Add +0.0% 10,978 $1.8M
Roundview Capital LLC 0.11% Reduce -1.9% 10,952 $1.8M
Pembroke Management, LTD 0.18% No change 10,937 $1.8M
Knollwood Investment Advisory, LLC 0.17% Reduce -47.0% 10,930 $1.8M
IHT Wealth Management, LLC 0.04% Add +7.6% 10,875 $1.8M
Grant Private Wealth Management Inc 1.05% Add +14.9% 10,824 $1.7M
Whitaker-Myers Wealth Managers, LTD. 0.36% New 10,819 $1.7M
Genesis Financial Group, LLC 1.01% — 10,800 $1.7M
Keating Financial Advisory Services, Inc. 0.24% — 10,796 $1.7M
Nicholas Investment Partners, LP 0.14% Add +12.7% 10,781 $1.7M
Midway Capital Research & Management 1.69% — 10,778 $1.7M
Bluebird Wealth Management LLC 1.62% — 10,769 $1.7M
William Blair Investment Management, LLC 0.00% Reduce -5.1% 10,764 $1.7M
OpenArc Corporate Advisory, LLC 0.03% — 10,746 $1.7M
Abbot Financial Management, Inc. 0.72% Add +1.6% 10,731 $1.7M
Nvwm, LLC 0.37% Add +2.5% 10,652 $1.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -0.2% 12,370 $1.7M
One Wealth Capital Management, LLC 0.72% Reduce -5.2% 10,562 $1.7M
Baer Investment Advisory LLC 2.36% Reduce -3.9% 10,503 $1.7M
Pinnacle Associates Ltd. 0.02% Reduce -12.6% 10,483 $1.7M
Virtu Financial LLC 0.07% Add +305.4% 10,418 $1.7M
Diversified Trust Co. 0.03% Add +8.9% 10,349 $1.7M
Qtron Investments LLC 0.22% Reduce -20.3% 10,294 $1.7M
CMT Capital Markets Trading GmbH 1.09% Reduce -91.9% 10,276 $1.7M
YANKCOM Partnership 0.70% Add +0.3% 10,264 $1.7M
Sunbelt Securities, Inc. 0.11% Reduce -20.5% 10,201 $1.6M
AlphaCore Capital LLC 0.04% Add +32.8% 10,145 $1.6M
Fortis Group Advisors, LLC 0.27% Reduce -1.9% 12,423 $1.6M
TriaGen Wealth Management LLC 0.42% Reduce -41.6% 10,069 $1.6M
Wealth Management Partners, LLC 0.46% Reduce -0.6% 10,052 $1.6M
Permanens Capital L.P. 0.21% Add +26.5% 10,030 $1.6M
Cypress Capital, LLC 0.45% No change 10,000 $1.6M
Syon Capital LLC 0.08% Add +29.2% 9,998 $1.6M
DMC Group, LLC 1.07% Reduce -9.4% 9,983 $1.6M
WD Rutherford LLC 0.67% Add +34.5% 9,969 $1.6M
X-Square Capital, LLC 0.52% Add +1.6% 9,904 $1.6M
Sagespring Wealth Partners, LLC 0.03% Add +14.5% 9,901 $1.6M
Peapack Gladstone Financial Corp. 0.02% Reduce -3.8% 9,891 $1.6M
Manchester Capital Management LLC 0.22% Add +8.4% 9,846 $1.6M
Gladstone Institutional Advisory LLC 0.06% Add +32.3% 9,777 $1.6M
Kohmann Bosshard Financial Services, LLC 0.14% Reduce -9.9% 9,650 $1.6M
Frank, Rimerman Advisors LLC 0.10% Add +0.3% 9,628 $1.5M
BLB&B Advisors, LLC 0.06% Reduce -3.2% 9,619 $1.5M
StoneCrest Wealth Management, Inc. 0.62% Add +2.6% 9,613 $1.5M
Cyndeo Wealth Partners, LLC 0.08% Add +25.9% 9,605 $1.5M
Monetta Financial Services Inc. 1.11% Add +37.1% 9,600 $1.5M
Intercapital, LLC 0.81% — 9,595 $1.5M
BNP Paribas 0.04% Add +74.2% 9,490 $1.5M
NFSG Corp 0.24% Reduce -15.8% 9,486 $1.5M
Indivisible Partners 0.16% — 9,408 $1.5M
Cherry Creek Investment Advisors, Inc. 0.64% Reduce -5.9% 9,359 $1.5M
Z3 Capital Partners, LLC 0.36% — 9,350 $1.5M
Institute for Wealth Management, LLC. 0.16% Reduce -4.7% 9,325 $1.5M
Menard Financial Group LLC 1.03% Reduce -0.1% 9,321 $1.5M
Schorn Wealth LLC 0.45% Reduce -2.5% 9,294 $1.5M
Moneta Group Investment Advisors LLC 0.01% Add +14.9% 9,291 $1.5M
Dynamic Technology Lab Private Ltd 0.34% New 9,290 $1.5M
Riverpark Capital Management LLC 2.87% Reduce -28.6% 9,237 $1.5M
Cornerstone Enterprises, LLC 0.71% Add +20.1% 9,170 $1.5M
Moore Capital Management, LP 0.03% Add +222.9% 9,108 $1.5M
Brown, Lisle/Cummings, Inc. 0.36% Add +12.0% 9,100 $1.5M
Ethic Inc. 0.02% Add +13.9% 9,080 $1.5M
PDS Planning, Inc 0.10% Reduce -5.7% 9,068 $1.5M
Northbridge Financial Group, LLC 0.65% — 9,028 $1.5M
LBMC Investment Advisors, LLC 0.09% No change 8,950 $1.4M
Advisory Resource Group 0.25% Reduce -0.9% 8,940 $1.4M
Foundations Investment Advisors, LLC 0.02% Reduce -7.1% 8,804 $1.4M
Crewe Advisors LLC 0.12% Add +0.5% 8,651 $1.4M
Perigon Wealth Management, LLC 0.02% Add +3.7% 8,647 $1.4M
Cardiff Park Advisors, LLC 0.11% Reduce -0.3% 8,643 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Reduce -2.0% 8,643 $1.4M
MWA Asset Management 0.77% Reduce -10.2% 8,564 $1.4M
Cache Advisors, LLC 0.17% No change 8,533 $1.4M
Kesler, Norman & Wride, LLC 0.24% Reduce -9.5% 8,532 $1.4M
Kennedy Investment Group, Inc. 0.52% Reduce -24.2% 8,519 $1.4M
Canandaigua National Bank & Trust Co. 0.12% Reduce -13.2% 8,514 $1.4M
Woodstock Corp. 0.12% No change 8,475 $1.4M
Solidarity Wealth, LLC 0.28% New 8,457 $1.4M
Baldwin Investment Management, LLC 0.15% Reduce -6.2% 8,423 $1.4M
Sound View Wealth Advisors Group, LLC 0.09% Reduce -0.7% 8,417 $1.4M
Canvas Wealth Advisors, LLC 0.23% Add +1.2% 8,407 $1.4M
Marble Wealth, LLC 0.19% — 8,392 $1.4M
Valmark Advisers, Inc. 0.02% Reduce -3.2% 8,391 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -28.4% 8,377 $1.3M
Confluence Wealth Services, Inc. 0.06% Reduce -28.6% 8,376 $1.3M
Griffin Asset Management, Inc. 0.15% Reduce -43.3% 8,375 $1.3M
RMR Wealth Builders 0.11% Reduce -5.2% 8,363 $1.3M
Spahn Wealth & Retirement LLC 0.83% Add +3.9% 8,355 $1.3M
BBR Partners, LLC 0.07% Reduce -15.6% 8,352 $1.3M
Zullo Investment Group, Inc. 0.49% Reduce -0.5% 8,338 $1.3M
Penserra Capital Management LLC 0.02% Reduce -25.3% 8,327 $1.3M
Sivia Capital Partners, LLC 0.27% Add +0.6% 8,317 $1.3M
Arax Advisory Partners 0.04% Add +20.3% 8,308 $1.3M
Geneva Partners, LLC 0.48% Reduce -19.4% 8,307 $1.3M
River Street Advisors LLC 0.50% Reduce -0.6% 8,299 $1.3M
Jessup Wealth Management, Inc 0.44% Reduce -85.6% 8,249 $1.3M
Westbourne Investments, Inc. 0.62% Reduce -34.8% 8,240 $1.3M
Transcend Capital Advisors, LLC 0.10% Reduce -4.5% 8,217 $1.3M
Prosperity Wealth Management, Inc. 0.44% Reduce -42.0% 8,210 $1.3M
Elevation Point Wealth Partners, LLC 0.06% Add +10.9% 8,204 $1.3M
Wellington Shields Capital Management, LLC 0.19% No change 8,200 $1.3M
Capital Advisors Inc. 0.02% Add +0.0% 8,193 $1.3M
Platinum Investment Management Ltd. 0.30% New 8,161 $1.3M
CSM Advisors, LLC 0.04% New 8,103 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +9.0% 8,090 $1.3M
Woodard & Co. Asset Management Group Inc. 0.21% Add +3.2% 8,085 $1.3M
Jacksonville Wealth Management, LLC 0.92% Reduce -1.8% 8,072 $1.3M
One Wealth Management Investment & Advisory Services, LLC 1.42% Add +49.5% 8,065 $1.3M
CWA Asset Management Group, LLC 0.05% Reduce -5.6% 8,047 $1.3M
Element Pointe Advisors, LLC 0.25% Add +7.1% 8,031 $1.3M
West Family Investments, Inc. 0.30% Add +0.9% 8,028 $1.3M
Williamson Legacy Group, LLC 1.01% Reduce -9.0% 8,014 $1.3M
Bienville Capital Management, LLC 0.20% No change 8,000 $1.3M
Wellington-Altus USA Inc. 0.95% — 7,953 $1.3M
Confluence Investment Management LLC 0.02% Add +0.2% 7,937 $1.3M
Central Pacific Bank - Trust Division 0.16% Add +10.5% 7,931 $1.3M
Clearstead Advisors, LLC 0.02% Add +8.5% 7,912 $1.3M
Traynor Capital Management, Inc. 0.07% Reduce -3.5% 7,897 $1.3M
Doliver Advisors, LP 0.32% Add +4.5% 7,890 $1.3M
Forum Financial Management, LP 0.02% Reduce -5.0% 7,840 $1.3M
Mayflower Financial Advisors, LLC 0.15% Add +0.1% 7,823 $1.3M
Guardian Partners Inc. 0.10% Reduce -2.0% 11,053 $1.3M
IFP Advisors, Inc 0.03% Add +0.0% 7,812 $1.3M
Tempo Wealth, LLC 0.22% — 7,807 $1.3M
Vines Capital Management, LLC 1.22% — 7,780 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +4.2% 7,769 $1.3M
Bridgewater Advisors Inc. 0.08% Add +0.8% 9,025 $1.3M
Fig Financial Advisory Services Inc. 0.78% New 7,613 $1.2M
TFC Financial Management, Inc. 0.15% Reduce -7.2% 7,596 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Add +14.1% 7,592 $1.2M
Anchor Investment Management, LLC 0.10% Add +0.0% 7,585 $1.2M
Eastern Bank 0.02% Add +1.2% 7,383 $1.2M
Investment Research & Advisory Group, Inc. 0.39% Add +3206.3% 7,373 $1.2M
Ameritas Advisory Services, LLC 0.04% Reduce -3.7% 7,363 $1.2M
Earned Wealth Advisors, LLC 0.08% New 7,327 $1.2M
Corient IA LP 1.11% Reduce -18.7% 7,320 $1.2M
GAM Holding AG 0.07% Add +150.8% 7,272 $1.2M
Momentum Wealth Planning, LLC 0.93% Add +251.3% 5,898 $1.2M
St. Louis Trust Co 0.13% New 7,221 $1.2M
SageView Advisory Group, LLC 0.04% Reduce -3.0% 7,213 $1.2M
ABN AMRO Bank N.V. 0.01% Reduce -51.9% 7,193 $1.2M
Everhart Financial Group, Inc. 0.11% No change 7,185 $1.2M
PFG Investments, LLC 0.05% Reduce -2.5% 7,170 $1.2M
Gilbert & Cook, Inc. 0.14% Add +0.6% 7,166 $1.2M
Nicolet Advisory Services, LLC 0.08% Add +91.1% 6,863 $1.2M
SummitTX Capital, L.P. 0.03% Add +192.8% 7,150 $1.2M
Lanark Financial, Inc. 0.09% Reduce -10.5% 7,122 $1.1M
Grandview Asset Management LLC 0.31% Reduce -0.7% 7,115 $1.1M
STF Management LP 1.07% Reduce -58.6% 7,109 $1.1M
SlateStone Wealth, LLC 0.10% No change 7,080 $1.1M
Zhang Financial LLC 0.04% Reduce -1.6% 7,048 $1.1M
Private Trust Co. NA 0.10% Reduce -20.3% 7,045 $1.1M
Arcadia Investment Management Corp. 0.18% No change 7,000 $1.1M
Sax Wealth Advisors, LLC 0.05% Add +6.5% 6,984 $1.1M
Souders Financial Advisors 0.13% Reduce -1.3% 6,974 $1.1M
TFB Advisors LLC 0.31% Add +1.7% 6,973 $1.1M
Element Squared LLC 0.61% New 6,931 $1.1M
Regatta Capital Group, LLC 0.17% Add +5.2% 6,912 $1.1M
Summit Trail Advisors, LLC 0.02% Reduce -0.0% 6,909 $1.1M
KG Capital Management 0.29% Add +92.8% 6,877 $1.1M
Cane Capital Partners, LLC 0.46% — 6,870 $1.1M
Three Magnolias Financial Advisors, LLC 0.69% No change 6,858 $1.1M
Fiduciary Trust Co 0.01% Reduce -4.7% 6,857 $1.1M
Prosperity Consulting Group, LLC 0.05% Add +6.7% 6,803 $1.1M
Agp Franklin, LLC 0.51% Add +3.9% 6,801 $1.1M
Moneco Advisors, LLC 0.09% Reduce -0.5% 6,795 $1.1M
Fulton Breakefield Broenniman LLC 0.07% Reduce -2.1% 6,761 $1.1M
Legacy Wealth Asset Management, LLC 0.26% Reduce -5.2% 6,691 $1.1M
Nadler Financial Group, Inc. 0.10% Reduce -3.6% 6,689 $1.1M
Clear Creek Financial Management, LLC 0.09% Add +5.8% 6,643 $1.1M
Revolve Wealth Partners, LLC 0.12% Reduce -2.0% 6,579 $1.1M
Tannin Capital LLC 0.95% — 6,574 $1.1M
Himension Capital (singapore) Pte. LTD. 0.07% Add +17.9% 6,571 $1.1M
Keystone Wealth Services, LLC 0.22% Add +18.2% 6,555 $1.1M
Rialto Wealth Management, LLC 0.25% No change 6,540 $1.1M
Cambria Investment Management, L.P. 0.06% Add +159.0% 6,534 $1.1M
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -32.7% 6,534 $1.1M
Lantern Wealth Advisors, LLC 0.56% Reduce -6.5% 6,500 $1.0M
Pallas Capital Advisors LLC 0.03% Reduce -23.9% 6,492 $1.0M
PFG Advisors 0.05% Reduce -39.9% 6,489 $1.0M
Viawealth, LLC 0.59% Reduce -4.9% 6,472 $1.0M
TBH Global Asset Management, LLC 0.17% Add +1.2% 6,438 $1.0M
Kurv Investment Management LLC 1.29% — 6,420 $1.0M
Harrington Investments, INC 0.52% Add +29.3% 6,402 $1.0M
Capital Investment Advisory Services, LLC 0.07% Reduce -3.0% 6,370 $1.0M
Boston Family Office LLC 0.06% Add +120.8% 6,359 $1.0M
Basecamp Wealth Advisors LLC 0.22% — 6,361 $1.0M
WMS Group LLC 1.30% — 6,356 $1.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.08% New 6,340 $1.0M
Facet Wealth, Inc. 0.02% Add +43.5% 7,335 $1.0M
2UniFi Bank 0.48% Reduce -0.5% 6,326 $1.0M
Soltis Investment Advisors LLC 0.07% Reduce -8.2% 6,315 $1.0M
Kercheville Advisors, LLC 0.27% Reduce -2.6% 7,360 $1.0M
Obermeyer Wealth Partners 0.05% Reduce -0.6% 6,253 $1.0M
Willis Johnson & Associates, Inc. 0.06% Add +52.6% 6,251 $1.0M
Sandler Capital Management 0.45% Reduce -65.8% 6,228 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Add +1.0% 6,225 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% No change 6,200 $998K
Clay Northam Wealth Management, LLC 0.55% Reduce -0.6% 6,190 $996K
Equity Wealth Partners, LLC 0.65% Add +0.7% 6,184 $995K
1776 Wealth LLC 0.37% New 6,171 $993K
Schwartz Investment Counsel Inc. 0.03% No change 6,150 $990K
JGP Wealth Management, LLC 0.10% Add +2.5% 6,132 $987K
Centurion Wealth Management LLC 0.22% Add +3.3% 6,121 $985K
Birch Financial Group, LLC 0.56% Reduce -4.8% 6,116 $985K
PCM Encore, LLC 0.21% — 6,113 $984K
Harbour Capital Advisors, LLC 0.20% Reduce -4.6% 6,250 $983K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Reduce -19.7% 6,103 $982K
Crawford Investment Counsel Inc. 0.02% Add +281.3% 6,100 $981K
Dakota Wealth Management 0.02% Reduce -3.2% 6,095 $981K
NorthRock Partners, LLC 0.02% Reduce -22.5% 6,062 $976K
Ascent Group, LLC 0.03% Add +2.4% 6,062 $976K
Kornitzer Capital Management Inc. 0.02% New 6,031 $971K
Texas Capital Bank Wealth Management Services Inc 0.06% Add +1.0% 6,030 $971K
GeoWealth Management, LLC 0.04% Add +51.9% 6,004 $966K
DV Trading LLC 0.08% — 6,000 $966K
Guardian Asset Advisors, LLC 0.50% Add +4.7% 5,993 $965K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.36% Add +43.9% 5,953 $958K
Driehaus Capital Management LLC 0.01% Reduce -10.9% 5,951 $958K
CNB Bank 0.39% Reduce -14.5% 5,948 $957K
Connable Office Inc. 0.09% New 5,939 $956K
Ashton Thomas Private Wealth, LLC 0.02% Add +2.8% 5,936 $956K
180 Wealth Advisors, LLC 0.11% Reduce -2.3% 5,936 $955K
Pinnacle Financial Partners, Inc. 0.01% — 5,918 $953K
QRG Capital Management, Inc. 0.01% Add +31.1% 5,892 $948K
First United Bank & Trust 0.30% Add +6.0% 5,855 $942K
Garrison Point Advisors, LLC 0.42% Reduce -2.5% 5,845 $941K
Abacus Wealth Partners, LLC 0.09% New 5,833 $939K
Wealth Alliance, LLC 0.09% Reduce -8.3% 5,828 $938K
Atlantic Union Bankshares Corp 0.02% Add +2.4% 5,820 $937K
Trivant Custom Portfolio Group, LLC 0.54% Add +0.7% 5,819 $937K
Runnymede Capital Advisors, Inc. 0.54% New 5,819 $937K
Clarius Group, LLC 0.05% No change 5,818 $937K
University of Texas/Texas Am Investment Management Co. 0.13% New 5,813 $936K
Gill Capital Partners, LLC 0.28% Reduce -2.5% 5,794 $933K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -5.9% 5,792 $932K
71 West Capital Partners 0.04% — 5,723 $921K
Xponance LLC 0.01% New 5,713 $921K
Aprio Wealth Management, LLC 0.05% Add +21.2% 5,704 $918K
Pachira Investments Inc. 0.45% Add +0.6% 5,703 $918K
SLT Holdings LLC 0.61% No change 5,656 $910K
Investment House LLC 0.04% No change 5,650 $909K
Johnson Investment Counsel Inc. 0.01% Reduce -2.3% 5,636 $907K
Breakwater Capital Group 0.13% Reduce -3.3% 5,631 $906K
EverSource Wealth Advisors, LLC 0.03% Add +23.6% 5,617 $904K
MOR Wealth Management, LLC 0.41% — 5,605 $902K
Garner Asset Management Corp 0.34% Reduce -0.2% 5,570 $897K
Focused Wealth Management, Inc 0.10% Add +2.4% 5,558 $895K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -16.6% 5,500 $885K
Miller Financial Services LLC 1.04% Reduce -8.0% 5,497 $885K
Lake Street Private Wealth, LLC 0.11% Reduce -5.6% 5,485 $883K
Nations Financial Group Inc, /Ia/ 0.05% Add +7.4% 5,469 $880K
Salvus Wealth Management, LLC 0.49% Reduce -8.7% 5,463 $879K
Howland Capital Management LLC 0.03% Add +12.8% 5,456 $878K
Lazari Capital Management, Inc. 0.30% Reduce -16.5% 5,450 $877K
Magnus Financial Group LLC 0.07% Add +141.9% 5,438 $875K
Index Fund Advisors, Inc. 0.04% No change 5,423 $873K
Triumph Capital Management 0.19% Add +8.6% 5,398 $869K
Quest Investment Management LLC 0.09% Reduce -2.4% 5,395 $868K
Westmount Partners, LLC 0.22% Add +5.3% 5,377 $866K
Soros Fund Management 0.02% New 5,376 $865K
Alan B Lancz & Associates, Inc. 0.76% No change 5,350 $861K
Destination Wealth Management 0.02% New 5,332 $858K
Winthrop Advisory Group LLC 0.07% Add +0.1% 5,329 $858K
Horst & Graben Wealth Management LLC 0.13% Reduce -29.5% 5,302 $853K
UMB Bank, n.a. 0.01% Add +0.7% 5,298 $853K
Fifth Third Wealth Advisors LLC 0.03% Add +19.2% 5,266 $848K
Rede Wealth, LLC 0.29% New 5,262 $847K
Lakeridge Wealth Management LLC 0.38% No change 5,261 $847K
Piar LLC 0.64% Reduce -16.0% 5,235 $843K
Turtle Creek Wealth Advisors, LLC 0.07% New 5,234 $843K
Argent Trust Co 0.03% Reduce -3.6% 5,231 $842K
Family Manage LLC 0.11% Add +49.8% 5,195 $836K
Rubicon Advisors, GP 0.79% — 5,190 $835K
Beverly Hills Private Wealth, LLC 0.14% Reduce -0.8% 5,180 $834K
Accredited Investors Inc. 0.04% Reduce -18.1% 5,086 $819K
Claro Advisors Inc. 0.11% Add +1.0% 5,077 $817K
Granite Bay Wealth Management, LLC 0.20% Reduce -4.2% 5,068 $816K
Legacy Advisory Services, LLC 0.61% No change 5,063 $815K
Advisor OS, LLC 0.07% Add +11.8% 5,053 $813K
Larson Financial Group LLC 0.03% Add +2.0% 5,050 $813K
Xcel Wealth Management, LLC 0.21% Reduce -1.1% 5,046 $812K
AlphaStar Capital Management, LLC 0.06% Reduce -47.3% 5,043 $812K
Ballentine Partners, LLC 0.01% Reduce -66.7% 5,022 $808K
Berbice Capital Management LLC 0.48% No change 5,013 $807K
First Command Advisory Services, Inc. 0.01% Add +1.4% 5,008 $806K
Congress Park Capital LLC 0.24% Reduce -9.1% 5,000 $805K
Objectivity Squared, LLC 0.45% No change 4,997 $804K
Wallace Advisory Group, LLC 0.84% Reduce -51.1% 4,995 $804K
Quilter Plc 0.01% Reduce -6.4% 4,962 $799K
Octavia Wealth Advisors, LLC 0.08% Reduce -1.5% 4,980 $797K
Total Clarity Wealth Management, Inc. 0.19% Add +4.6% 4,938 $795K
Financial Planning Hawaii, Inc. 0.46% — 4,923 $792K
CoreCap Advisors, LLC 0.03% Add +48.6% 4,919 $792K
Sunstone Asset Management, LP 1.27% — 4,900 $788K
Cravens & Co Advisors, LLC 0.52% Reduce -38.8% 4,704 $788K
Greenleaf Trust 0.01% Add +19.0% 4,861 $782K
AA Financial Advisors, LLC 0.14% Reduce -0.8% 4,845 $780K
KRS Capital Management, LLC 0.45% No change 4,835 $778K
Toth Financial Advisory Corp. 0.08% Reduce -4.7% 4,825 $777K
Savvy Advisors, Inc. 0.03% Add +11.2% 4,812 $775K
Silvercrest Asset Management Group LLC 0.01% Reduce -24.8% 4,807 $774K
Creative Financial Designs Inc. 0.05% Add +1.3% 4,802 $773K
Greystone Financial Group, LLC 0.12% Add +1.9% 4,793 $772K
Brookwood Investment Group LLC 0.09% Reduce -52.8% 4,754 $765K
Secure Asset Management, LLC 0.12% Add +1.8% 4,724 $760K
Naples Global Advisors, LLC 0.06% Reduce -0.4% 4,704 $757K
Capital Investment Advisors, LLC 0.01% Reduce -1.0% 4,685 $754K
Ashford Capital Management Inc. 0.08% No change 4,680 $753K
Wealthcare Advisory Partners LLC 0.01% Add +9.1% 4,677 $753K
Nichols & Pratt Advisers LLP 0.05% Reduce -0.1% 4,664 $751K
Root Financial Partners, LLC 0.04% Add +49.9% 4,657 $750K
Tacita Capital Inc 0.43% Add +0.7% 4,651 $749K
Heritage Investors Management Corp. 0.02% Reduce -0.0% 4,649 $748K
GTS Securities LLC 0.03% Reduce -86.6% 4,637 $746K
Boothbay Fund Management, LLC 0.02% Reduce -91.4% 4,626 $745K
Wrapmanager Inc. 0.25% Reduce -13.4% 4,608 $742K
Advyzon Investment Management, LLC 0.09% Add +16.8% 4,597 $740K
StoneX Group Inc. 0.03% Add +45.0% 4,542 $735K
Kathmere Capital Management, LLC 0.05% Add +10.7% 4,563 $735K
Jacobi Capital Management LLC 0.04% No change 4,547 $732K
Farringdon Capital, Ltd. 0.18% New 4,541 $731K
Geneos Wealth Management Inc. 0.02% Add +4.4% 4,524 $728K
Barlow Wealth Partners, LLC 0.08% No change 4,425 $728K
GPS Wealth Strategies Group, LLC 0.62% Reduce -71.0% 4,521 $728K
Claret Asset Management Corp 0.08% No change 4,508 $726K
Composition Wealth, LLC 0.01% Add +0.0% 4,474 $720K
Inspire Advisors, LLC 0.07% Add +116.6% 4,473 $720K
CHICAGO TRUST Co NA 0.11% Add +1.6% 4,470 $720K
Impact Capital Partners LLC 0.21% Add +0.1% 4,468 $719K
Capital Markets Trading UK LLP 0.87% Reduce -38.6% 4,469 $719K
Redwood Financial Network Corp 0.46% Reduce -2.3% 4,442 $715K
MCF Advisors LLC 0.04% Add +140.5% 4,426 $712K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -3.2% 4,402 $709K
Stonebridge Financial Group, LLC / MO 0.61% — 4,396 $708K
LVW Advisors, LLC 0.07% Reduce -3.2% 4,368 $703K
FAS Wealth Partners, Inc. 0.05% Reduce -0.7% 4,358 $702K
Modera Wealth Management, LLC 0.01% Add +64.1% 4,339 $698K
Brookstone Capital Management 0.01% Add +6.9% 4,337 $698K
Power Wealth Management LLC 0.25% Reduce -4.9% 4,330 $697K
Realta Investment Advisors 0.23% Reduce -2.6% 4,324 $696K
Pure Financial Advisors, LLC 0.01% Add +11.7% 4,322 $696K
Correct Capital Wealth Management 0.13% Reduce -33.3% 4,296 $691K
Warner Group LLC 0.43% Add +0.4% 4,292 $691K
Lavelle Capital LP 0.44% — 4,270 $687K
Petra Financial Advisors Inc. 0.40% Add +4.2% 4,238 $682K
Lee Johnson Capital Management, LLC 0.23% Reduce -12.9% 4,237 $682K
Zacks Investment Management 0.01% Add +68.4% 4,235 $682K
BIP Wealth, LLC 0.02% New 4,223 $680K
Townsquare Capital LLC 0.15% Reduce -59.2% 4,184 $673K
QVT Financial LP 0.06% New 4,165 $670K
Buckhead Capital Management LLC 0.24% Add +22.1% 4,150 $668K
Castleview Partners, LLC 0.33% Reduce -10.1% 4,137 $666K
Rydar Equities, Inc. 0.52% Add +1.5% 4,135 $666K
Harbor Investment Advisory, LLC 0.05% Add +3.6% 4,124 $664K
Hennion & Walsh Asset Management, Inc. 0.02% Add +13.4% 4,123 $664K
World Equity Group, Inc. 0.19% Reduce -2.0% 4,121 $663K
MLG Wealth Management DBA Pine Grove Financial Group 0.08% — 4,120 $663K
Marks Group Wealth Management, Inc 0.06% Reduce -3.6% 4,104 $661K
Algert Global LLC 0.01% Add +30.3% 4,081 $658K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -3.5% 4,086 $658K
Essex LLC 0.12% Reduce -2.3% 4,085 $658K
Emerald Mutual Fund Advisers Trust 0.03% No change 4,053 $652K
B.O.S.S. Retirement Advisors, LLC 0.20% Reduce -56.9% 4,024 $648K
Conservest Capital Advisors, Inc. 0.06% No change 4,020 $647K
Latitude Advisors, LLC 0.28% Add +3.5% 4,018 $647K
Ruggiero Investments, Inc. 0.58% — 4,000 $644K
M.E. Allison & Co., Inc. 0.44% No change 4,000 $644K
Cynosure Group, LLC 0.07% No change 4,000 $644K
Clearwave Capital, LLC 0.48% — 3,998 $644K
Expressive Wealth LLC 0.69% — 3,995 $643K
Ewa, LLC 0.16% Add +1.7% 3,981 $641K
Cornerstone Planning, LLC 0.15% — 3,958 $637K
Cassaday & Co Wealth Management LLC 0.01% No change 3,951 $636K
TCFG Wealth Management, LLC 0.25% Reduce -2.5% 3,945 $635K
Great Diamond Partners, LLC 0.12% Reduce -10.8% 3,944 $635K
Financial Advisors Network, Inc. 0.09% No change 3,939 $634K
Bright Financial Advisors, Inc. 0.30% No change 3,936 $634K
Versant Capital Management, Inc 0.08% Reduce -25.3% 3,935 $633K
Capital Asset Advisory Services LLC 0.03% Reduce -12.0% 3,752 $632K
U.S. Capital Wealth Advisors, LLC 0.02% Add +3.4% 3,906 $629K
Renaissance Technologies 0.00% New 3,904 $629K
Private Advisory Group LLC 0.05% Add +129.2% 3,904 $628K
Potomac Fund Management Inc. 0.02% Add +15.4% 3,897 $627K
Round Rock Advisors LLC 0.09% No change 3,880 $625K
Juncture Wealth Strategies, LLC 0.21% Add +7.8% 3,877 $624K
Rwa Wealth Partners, LLC 0.01% Add +4.7% 3,873 $623K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -3.2% 3,855 $621K
Fulton Bank, N.A. 0.02% Add +2.5% 3,821 $615K
Blue Trust, Inc. 0.01% Reduce -19.9% 3,799 $612K
LRI Investments, LLC 0.05% Reduce -1.8% 3,798 $611K
Riverstone Advisors, LLC 0.29% Add +1.4% 3,795 $611K
Evercore Wealth Management, LLC 0.01% No change 3,790 $610K
Occidental Asset Management, LLC 0.07% Add +18.3% 3,773 $607K
Tradition Wealth Management, LLC 0.04% Reduce -0.1% 3,773 $607K
Brucke Financial, Inc. 0.33% Reduce -7.1% 3,772 $607K
Platform Technology Partners 0.13% Reduce -1.3% 3,764 $606K
Income Insurance Ltd 0.39% — 3,752 $605K
Modern Wealth Management, LLC 0.01% Add +4.0% 3,747 $603K
Livet Wealth, LLC 0.37% — 3,734 $601K
Blueshift Asset Management, LLC 0.17% Add +51.3% 3,730 $600K
Benedict Financial Advisors Inc. 0.13% No change 3,730 $600K
Moran Wealth Management, LLC 0.02% Add +23.1% 3,717 $598K
Curi Capital, LLC 0.01% Add +66.9% 3,702 $596K
Powell Investment Advisors, LLC 0.20% No change 3,695 $595K
Net Worth Advisory Group 0.12% New 3,693 $595K
Azimuth Capital Investment Management LLC 0.02% Add +4.1% 3,685 $593K
Gagnon Securities LLC 0.12% Reduce -31.1% 3,684 $593K
Flputnam Investment Management Co. 0.01% Add +0.3% 3,676 $592K
Csenge Advisory Group 0.03% Add +1.6% 3,673 $591K
Yarger Wealth Strategies, LLC 0.25% Add +8.0% 3,667 $590K
Glenview Trust Co 0.01% Add +0.5% 3,646 $587K
Unify Financial Advisors 0.61% — 3,631 $584K
Checchi Capital Advisers, LLC 0.04% Reduce -3.3% 3,612 $581K
SFE Investment Counsel 0.09% Reduce -29.0% 3,610 $581K
Bourgeon Capital Management LLC 0.10% No change 3,608 $581K
FFT Wealth Management LLC 0.11% Add +3.4% 3,593 $578K
Somerset Trust Co 0.18% Reduce -1.7% 3,589 $578K
Keel Point, LLC 0.03% Add +8.2% 3,586 $577K
Keudell/Morrison Wealth Management 0.12% — 3,580 $576K
Performance Wealth Partners, LLC 0.02% Add +44.0% 3,580 $576K
New Insight Wealth Advisors 0.21% Reduce -7.2% 3,576 $576K
Wealth Alliance Advisory Group, LLC 0.10% No change 3,557 $573K
Choate Investment Advisors 0.01% Add +5.2% 3,555 $572K
Keystone Global Partners, LLC 0.25% No change 3,540 $570K
Accurate Wealth Management, LLC 0.07% Add +0.1% 3,443 $566K
Trueblood Wealth Management, LLC 0.22% Add +5.4% 3,492 $562K
Resonant Capital Advisors, LLC 0.03% Add +1.2% 3,485 $561K
Clarity Wealth Advisors, LLC 0.11% No change 3,472 $559K
Aventura Private Wealth, LLC 0.20% Add +2.7% 3,471 $559K
Freestone Capital Holdings, LLC 0.02% Reduce -7.9% 3,471 $559K
Nautilus Advisors LLC 0.36% Reduce -9.2% 3,463 $557K
Western Wealth Management, LLC 0.03% Add +26.4% 3,461 $557K
Oxford Financial Group, LTD. LLC 0.03% Add +1.9% 3,456 $556K
Verus Capital Partners, LLC 0.04% Add +12.1% 3,450 $555K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% Add +485.5% 3,437 $553K
Moseley Investment Management Inc. 0.17% Reduce -6.1% 3,416 $550K
One Capital Management, LLC 0.02% New 3,415 $550K
Bannerstone Capital Management, LLC 0.52% — 3,374 $543K
W1M Asset Management Ltd 0.01% New 3,343 $538K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -1.3% 3,323 $535K
Westerkirk Capital Inc. 0.05% Reduce -93.5% 3,310 $533K
Diligent Investors, LLC 0.13% Add +0.6% 3,310 $533K
Trifecta Capital Advisors, LLC 0.08% No change 3,300 $531K
ERn Financial, LLC 0.10% Reduce -1.5% 3,290 $530K
Global Financial Private Client, LLC 0.18% No change 3,273 $527K
Fort Sheridan Advisors LLC 0.07% Add +0.9% 3,265 $526K
CTC LLC 0.05% New 3,256 $524K
Acima Private Wealth, LLC 0.16% No change 3,251 $523K
Arbor Wealth Management LLC\AZ 0.41% — 3,246 $523K
Cooper Financial Group 0.06% Reduce -2.0% 3,242 $522K
Altfest L J & Co. Inc. 0.06% Reduce -1.4% 3,222 $519K
CM Wealth Advisors LLC 0.12% New 3,220 $518K
Everpar Advisors LLC 0.19% Add +4.9% 3,215 $518K
E Fund Management (Hong Kong) Co., Ltd. 0.17% Add +266.2% 3,867 $511K
WealthPlan Investment Management, LLC 0.03% Add +32.7% 3,172 $511K
Moors & Cabot, Inc. 0.02% Reduce -30.1% 3,166 $510K
Dynamic Advisor Solutions LLC 0.02% Add +2.6% 3,164 $509K
Wedmont Private Capital 0.02% Add +18.4% 3,054 $509K
Holistic Financial Partners 0.18% Reduce -5.0% 3,153 $508K
Bedel Financial Consulting, Inc. 0.05% Reduce -9.0% 3,150 $507K
Shepherd Street Advisors LLC 0.49% — 3,144 $506K
DSM Capital Partners LLC 0.01% Add +56.5% 3,118 $502K
Accuvest Global Advisors 0.37% Reduce -85.5% 3,111 $501K
Saxony Capital Management, LLC 0.31% Add +5.5% 3,104 $500K
Strengthening Families & Communities, LLC 0.18% Reduce -21.5% 3,099 $499K
Rainey & Randall Wealth Advisors Inc. 0.08% No change 3,097 $499K
Financial Engines Advisors L.L.C. 0.00% Reduce -8.4% 3,090 $497K
Dimension Capital Management LLC 0.07% Reduce -0.6% 3,086 $497K
Oxinas Partners, LLC 0.24% No change 3,077 $495K
Mindset Wealth Management, LLC 0.13% Reduce -0.6% 3,077 $495K
New World Advisors LLC 0.08% Reduce -10.0% 3,073 $495K
Evansbrook LLC 0.33% — 3,065 $493K
Main Street Financial Solutions, LLC 0.04% Reduce -77.9% 3,059 $492K
Ebert Capital Management Inc. 0.48% — 3,750 $492K
Gilliland Jeter Wealth Management LLC 0.15% Add +1.8% 3,045 $490K
FJ Capital Management LLC 0.05% New 3,036 $489K
Bridgefront Capital, LLC 0.12% New 3,033 $488K
Nemes Rush Group LLC 0.05% Add +2.8% 3,025 $487K
Triad Wealth Partners, LLC 0.05% Add +8.2% 3,019 $486K
Empirical Asset Management, LLC 0.14% Reduce -22.7% 3,016 $485K
City National Bank of Florida 0.32% Reduce -7.3% 3,005 $484K
Montgomery Investment Management Inc. 0.17% No change 3,000 $483K
Levin Capital Strategies, L.P. 0.04% New 3,000 $483K
First Foundation Advisors 0.02% No change 3,000 $483K
First Heartland Consultants, Inc. 0.04% Reduce -0.5% 2,992 $482K
Sovran Advisors, LLC 0.04% Add +5.1% 3,046 $481K
WP Advisors, LLC 0.12% Reduce -57.2% 2,988 $481K
Sargent Investment Group, LLC 0.06% New 2,970 $478K
Koshinski Asset Management, Inc. 0.03% Add +2.1% 2,964 $477K
Gsa Capital Partners LLP 0.04% New 2,955 $476K
XML Financial, LLC 0.04% Add +78.5% 2,955 $476K
HBW Advisory Services LLC 0.05% Add +1.6% 2,944 $474K
Van Hulzen Asset Management, LLC 0.03% Reduce -12.3% 2,935 $472K
Stronghold Wealth Management L.L.C. 0.70% — 2,926 $471K
Quadrant Private Wealth Management, LLC 0.08% Add +57.5% 2,918 $470K
Seros Financial, LLC 0.27% Add +1.8% 2,906 $468K
EMC Capital Management 0.21% No change 2,825 $465K
Balefire, LLC 0.09% Reduce -1.1% 2,881 $464K
Banque Pictet & Cie SA 0.00% No change 2,878 $463K
Trivium Point Advisory, LLC 0.05% Reduce -7.3% 2,867 $462K
HBK Sorce Advisory LLC 0.01% Reduce -35.6% 4,116 $461K
Steinberganna Wealth Management 0.22% No change 2,857 $460K
Pathway Wealth Management LLC 0.42% — 2,850 $459K
Burns J W & Co. Inc. 0.05% No change 2,850 $459K
Cordoba Advisory Partners LLC 0.11% — 2,840 $457K
Magnolia Capital Advisors LLC 0.10% New 2,840 $457K
Avidian Wealth Enterprises, LLC 0.02% Reduce -7.4% 2,833 $456K
Waystone Advisors LLC 0.39% — 2,825 $455K
Alpha Family Trust 0.21% No change 2,820 $454K
Prana Capital Management, LP 0.02% New 2,815 $453K
Strategic Blueprint, LLC 0.03% Reduce -56.3% 2,811 $452K
Anderson Financial Strategies, LLC 0.26% No change 2,798 $450K
GK Wealth Management LLC 0.33% Reduce -7.4% 2,793 $450K
Edgestream Partners, L.P. 0.01% Add +15.1% 2,778 $447K
Rhumbline Advisers 0.00% Add +1.6% 2,778 $447K
V2 Financial group LLC 0.22% Add +88.1% 2,776 $447K
Quantum Portfolio Management LLC 0.20% New 2,776 $447K
Parsonex Advisory Services, Inc. 0.28% Reduce -2.8% 2,773 $446K
Thryve Wealth Management LLC 0.22% — 2,766 $445K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +4.8% 2,766 $445K
Xcelsior Advisor Partners LLC 0.22% — 2,765 $445K
Caitong International Asset Management Co., Ltd 0.11% New 2,757 $444K
Fairman Group, LLC 0.35% No change 2,750 $443K
IPG Investment Advisors LLC 0.08% Reduce -46.3% 2,744 $442K
Hollencrest Capital Management 0.02% Reduce -16.0% 2,744 $442K
Wellington Grp LLC 0.15% — 2,738 $441K
First Horizon Corp. 0.02% Add +12.4% 2,737 $441K
Fort Point Capital Partners LLC 0.05% Add +2.7% 2,785 $440K
YHB Investment Advisors, Inc. 0.03% No change 2,730 $439K
RNC Capital Management LLC 0.02% No change 2,730 $439K
Kozak & Associates, Inc. 0.08% No change 2,667 $439K
FineMark National Bank & Trust 0.01% No change 2,721 $438K
Gen-Wealth Partners Inc 0.14% Add +385.0% 2,716 $437K
Manchester Financial Inc. 0.08% No change 2,713 $437K
Annex Advisory Services, LLC 0.01% Reduce -0.6% 2,698 $434K
Pure Portfolios Holdings LLC 0.13% Add +1.1% 2,688 $433K
GAMCO Investors 0.00% Reduce -6.9% 2,680 $431K
Parr McKnight Wealth Management Group, LLC 0.06% Reduce -1.3% 2,678 $431K
Storgate, LLC 0.35% — 2,677 $431K
GatePass Capital, LLC 0.23% Add +0.2% 2,674 $430K
Dana Investment Advisors, Inc. 0.01% Reduce -3.4% 2,672 $430K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 2,668 $429K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -3.9% 2,668 $429K
Wealth Architects, LLC 0.04% Reduce -0.6% 2,667 $429K
MJP Associates Inc. 0.05% Add +5.2% 2,654 $427K
Kazazian Asset Management, LLC 0.45% No change 2,650 $427K
Austin Private Wealth, LLC 0.03% Add +3.9% 2,650 $427K
Mane Global Capital Management LP 0.02% Reduce -97.3% 2,647 $426K
Petredis Investment Advisors LLC 0.03% No change 2,625 $423K
Paces Ferry Wealth Advisors, LLC 0.17% Reduce -4.4% 2,623 $422K
PGIM Custom Harvest LLC 0.01% New 2,622 $422K
Tranquility Partners, LLC 0.15% Reduce -8.5% 2,616 $421K
Founders Financial Securities LLC 0.02% Add +4.3% 2,608 $420K
Smith Salley Wealth Management 0.02% Add +48.4% 2,601 $419K
Element Wealth, LLC 0.17% New 2,600 $419K
Hummer Financial Advisory Services Inc 0.30% No change 2,595 $418K
Visionary Wealth Advisors 0.02% Add +7.3% 2,585 $416K
Wallace Hart LLC 0.31% New 2,582 $416K
Silver Oak Securities, Incorporated 0.03% Reduce -5.0% 2,533 $415K
Eagle Strategies LLC 0.05% Add +6.8% 2,574 $414K
Stonehaven Wealth & Tax Solutions, LLC 0.37% New 2,564 $413K
Signature Estate & Investment Advisors LLC 0.01% Add +6.4% 2,560 $412K
SouthState Bank Corp 0.02% Add +1.7% 2,531 $407K
Greatmark Investment Partners, Inc. 0.05% Reduce -16.5% 2,525 $406K
DRW Securities, LLC 0.03% Add +151.8% 2,518 $405K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -2.9% 2,514 $405K
Aspen Wealth Management LLC 0.09% New 2,513 $405K
J. Safra Sarasin Holding AG 0.01% Add +30.5% 2,511 $404K
Summit Wealth Group LLC / Co. 0.05% New 2,500 $402K
SP Asset Management LLC 0.03% No change 2,500 $402K
Wolff Wiese Magana LLC 0.22% Reduce -4.6% 2,484 $400K
Vance Wealth, LLC 0.12% Reduce -26.1% 2,467 $397K
Roehl & Yi Investment Advisors, LLC 0.16% Reduce -9.9% 2,460 $396K
Advisors Capital Management, LLC 0.00% Reduce -13.7% 2,456 $395K
Evolve Private Wealth, LLC 0.02% — 2,453 $395K
Wealthspire Retirement, LLC 0.02% Reduce -28.5% 2,451 $395K
Prosperity Financial Group, Inc. 0.14% Add +8.9% 2,448 $394K
Laidlaw Wealth Management LLC 1.22% Add +7.9% 2,447 $394K
Spirepoint Private Client, LLC 0.04% Add +10.9% 2,446 $394K
Leeward Financial Partners, LLC 0.11% No change 2,445 $394K
WMG Financial Advisors, LLC 0.16% No change 2,440 $393K
Rehmann Capital Advisory Group 0.02% Add +63.4% 2,430 $392K
Granite Group Advisors, LLC 0.22% New 2,424 $390K
Tectonic Advisors LLC 0.02% Reduce -10.6% 2,419 $389K
Reliant Investment Partners, LLC 0.30% Add +1.2% 2,393 $385K
May Hill Capital, LLC 0.10% Reduce -0.9% 2,391 $385K
Caliber Wealth Management, LLC / KS 0.04% Reduce -2.5% 2,367 $381K
Van Diest Capital, LLC 0.57% — 2,362 $380K
FWG Investments, LLC. 0.24% Reduce -5.0% 2,353 $379K
Beacon Investment Advisory Services, Inc. 0.02% No change 2,350 $378K
Freestone Grove Partners LP 0.00% Add +13.9% 2,340 $377K
Gemmer Asset Management LLC 0.03% No change 2,340 $377K
Ballast Advisors LLC 0.10% Add +5.0% 2,322 $374K
SS&H Financial Advisors, Inc. 0.11% No change 2,320 $373K
Wynn Capital, LLC 0.18% Add +8.7% 2,315 $373K
Goldstein Advisors, LLC 0.04% Add +10.7% 2,310 $372K
National Wealth Management Group, LLC 0.13% Add +61.5% 2,308 $372K
All Terrain Financial Advisors, LLC 0.11% No change 2,305 $371K
Tyche Wealth Partners LLC 0.06% Reduce -0.4% 2,303 $371K
Aspen Capital Management, LLC 0.09% No change 2,300 $370K
Riverview Capital Advisers, LLC 0.11% Reduce -9.0% 2,288 $368K
Zinnia Wealth Advisory, LLC 0.40% — 2,276 $366K
Capstone Investment Advisors, LLC 0.00% Add +61.8% 2,275 $366K
Asset Dedication, LLC 0.02% Add +63.6% 2,274 $366K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -77.3% 2,271 $366K
Clark Capital Management Group, Inc. 0.00% Add +11.6% 2,267 $365K
Legato Capital Management LLC 0.03% New 2,264 $364K
JSF Financial, LLC 0.08% Reduce -5.4% 2,260 $364K
Keystone Financial Group 0.03% Add +25.2% 2,260 $364K
Cypress Financial Planning LLC 0.10% No change 2,215 $363K
55 North Private Wealth, LLC 0.10% — 2,249 $362K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -1.1% 2,623 $362K
New Republic Capital, LLC 0.10% New 2,240 $361K
NWF Advisory Services Inc. 0.04% No change 2,234 $360K
Patron Partners, LLC 0.16% Add +8.7% 2,229 $359K
Jacobs & Co. 0.03% No change 2,228 $358K
Mendel Money Management 0.15% No change 2,200 $354K
Quintet Private Bank (Europe) S.A. 0.02% No change 2,200 $354K
Canopy Partners, LLC 0.12% Add +0.9% 2,195 $353K
Stonekeep Investments, LLC 0.23% Add +0.9% 2,191 $353K
Simmons Bank 0.02% Reduce -5.2% 2,189 $352K
Abound Wealth Management 0.08% Reduce -2.1% 2,189 $352K
Joel Isaacson & Co., LLC 0.01% Reduce -6.3% 2,189 $352K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -4.4% 2,188 $352K
Athena Wealth Management, LLC 0.34% — 2,187 $352K
Dala Group, LLC 0.30% — 2,176 $350K
GFS Advisors, LLC 0.04% Add +10.6% 2,168 $349K
Roman Butler Fullerton & Co. 0.09% Reduce -47.1% 2,533 $349K
Motley Fool Wealth Management, LLC 0.03% Add +11.6% 2,165 $349K
GAMMA Investing LLC 0.02% Add +66.4% 2,161 $348K
Zions Bancorporation, National Association 0.02% Add +0.3% 2,161 $348K
Forefront Wealth Partners, LLC 0.16% Reduce -17.8% 2,161 $348K
UNIVEST FINANCIAL Corp 0.02% Add +2.4% 2,150 $346K
Flaharty Asset Management, LLC 0.04% No change 2,145 $345K
Moss Adams Wealth Advisors LLC 0.03% No change 2,144 $345K
Pacific Sage Partners, LLC 0.05% Add +3.9% 2,133 $343K
Centaurus Financial, Inc. 0.02% Reduce -25.0% 2,131 $343K
Twin Peaks Wealth Advisors, LLC 0.10% Reduce -16.0% 2,896 $343K
Blodgett Wealth Advisors, LLC 0.24% No change 2,125 $342K
PUREfi Wealth, LLC 0.26% Reduce -57.6% 2,124 $342K
M1 Capital Management LLC 0.14% Reduce -2.8% 2,100 $338K
Cromwell Holdings LLC 0.18% Reduce -2.3% 2,098 $338K
Marex Group Ltd 0.00% Add +7.5% 2,094 $337K
McLean Asset Management Corp 0.06% Add +12.8% 2,127 $335K
Veracity Capital LLC 0.10% Add +2.7% 2,076 $334K
BXM Wealth LLC 0.26% Add +240.3% 10,124 $334K
Sapient Capital LLC 0.00% Add +0.1% 2,037 $334K
Davidson Kahn Capital Management, LLC 0.17% Add +0.6% 2,072 $334K
Maripau Wealth Management LLC 0.15% Add +13.6% 2,071 $333K
Sunburst Financial Group, LLC 0.07% New 2,059 $331K
Summa Corp. 0.14% New 2,051 $330K
Acropolis Investment Management, LLC 0.01% No change 2,050 $330K
Trilogy Capital Inc. 0.01% Add +0.6% 2,042 $329K
Main Street Research LLC 0.02% Reduce -22.0% 2,040 $328K
Park National Corp. 0.01% New 2,035 $328K
S Harris Financial Group, LLC 0.31% — 2,031 $327K
Providence First Trust Co 0.11% New 2,030 $327K
Stephens Investment Management Group LLC 0.00% Add +11.4% 2,027 $326K
KCM Investment Advisors LLC 0.01% No change 2,011 $324K
Abundance Wealth Counselors 0.05% No change 2,010 $324K
Park Place Capital Corp 0.07% No change 2,008 $323K
Jamison Private Wealth Management, Inc. 0.04% Add +1.4% 2,008 $323K
Foster Group, Inc. 0.01% Add +0.3% 2,007 $323K
Select Asset Management & Trust 0.10% No change 2,000 $322K
Basepoint Wealth LLC 0.20% No change 2,000 $322K
Greater Midwest Financial Group, LLC 0.18% New 2,000 $322K
Montecito Bank & Trust 0.05% No change 2,000 $322K
Brandywine Oak Private Wealth LLC 0.03% No change 2,000 $322K
Chilton Capital Management LLC 0.01% No change 2,000 $322K
Lantz Financial LLC 0.07% Reduce -2.3% 1,996 $321K
Valtrion Capital Management, LLC 0.32% Add +21.4% 1,987 $320K
BSW Wealth Partners 0.04% Add +3.2% 1,977 $318K
1ST Source Bank 0.02% No change 1,968 $317K
Worth Asset Management, LLC 0.13% Reduce -1.0% 1,967 $317K
Leo Wealth, LLC 0.02% Reduce -0.7% 1,965 $316K
Signature Equity Partners, LLC 0.17% — 1,958 $315K
E-Wealth Partners, LLC 0.26% — 1,957 $315K
Welch Group, LLC 0.01% New 1,957 $315K
Ascentis Independent Advisors 0.05% Add +27.6% 1,954 $315K
Howard Bailey Securities, LLC 0.12% Reduce -3.0% 1,952 $314K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -96.0% 1,871 $314K
Tsfg, LLC 0.05% No change 1,950 $314K
Pitti Group Wealth Management, LLC 0.26% Reduce -7.6% 1,950 $314K
TruNorth Capital Management, LLC 0.06% New 1,950 $314K
Seven Mile Advisory 0.05% Reduce -61.6% 1,942 $313K
Smith Thornton Advisors LLC 0.16% Reduce -0.3% 1,937 $312K
CKW Financial Group 0.03% No change 1,933 $311K
Womack Financial LLC 0.23% No change 1,932 $311K
IFG Advisory, LLC 0.01% Add +6.5% 1,926 $310K
Total Wealth Planning & Management, Inc. 0.25% — 1,922 $309K
von Borstel & Associates, Inc. 0.07% Add +0.2% 1,919 $308K
Daymark Wealth Partners, LLC 0.01% Add +29.3% 1,907 $307K
Sage Mountain Advisors LLC 0.02% Reduce -25.3% 1,892 $305K
SHP Wealth Management 0.02% — 1,891 $304K
FourThought Financial Partners, LLC 0.03% New 1,885 $303K
NTV Asset Management LLC 0.03% No change 1,882 $303K
TABR Capital Management, LLC 0.20% Reduce -45.2% 1,875 $302K
Summit Securities Group LLC 0.05% New 1,862 $300K
Sunpointe, LLC 0.10% Add +23.5% 1,856 $299K
LCM Capital Management Inc 0.14% Add +36.9% 1,855 $299K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% No change 1,850 $298K
Cornerstone Wealth Group, LLC 0.02% Reduce -14.5% 1,853 $298K
Drive Wealth Management, LLC 0.06% Reduce -1.9% 1,849 $298K
ZWJ Investment Counsel Inc. 0.01% Reduce -14.5% 1,848 $297K
Ballast, Inc. 0.07% New 1,840 $296K
Money Concepts Capital Corp. 0.02% Add +3.4% 1,840 $296K
Stonebrook Private Inc. 0.06% Reduce -13.7% 1,837 $296K
Maridea Wealth Management LLC 0.04% Add +7.6% 1,835 $295K
RM Financial Services, LLC 0.26% — 1,829 $294K
CRA Financial Services, LLC 0.04% Reduce -9.9% 1,828 $294K
GHP Investment Advisors, Inc. 0.01% Add +600.8% 1,822 $293K
Genesis Private Wealth, LLC 0.09% New 1,816 $292K
Providence Wealth Advisors, LLC 0.18% No change 1,750 $292K
Sfmg, LLC 0.02% Add +4.3% 1,806 $291K
Essex Bank 0.06% Reduce -3.4% 1,794 $289K
Wilkerson Advisory Group LLC 0.10% — 1,786 $287K
Wellspring Financial Advisors, LLC 0.02% Add +2.7% 1,783 $287K
OneAscent Financial Services LLC 0.03% Add +18.2% 1,780 $286K
Legacy Advisors, LLC 0.03% Add +15.8% 1,776 $286K
Hilltop Partners LLC 0.07% Add +13.8% 1,776 $286K
Johnson Financial Group, LLC 0.02% Add +10.9% 1,776 $286K
Meeder Advisory Services, Inc. 0.01% Add +15.1% 1,776 $286K
DGS Capital Management, LLC 0.05% Add +17.1% 1,775 $286K
Portus Wealth Advisors, LLC 0.27% Reduce -28.3% 1,773 $285K
Douglas Lane & Associates, LLC 0.00% No change 1,771 $285K
Royal Fund Management, LLC 0.03% Reduce -85.1% 1,769 $285K
Founders Financial Alliance, LLC 0.05% Add +5.2% 1,768 $285K
Guerra Pan Advisors, LLC 0.17% No change 1,763 $284K
Wealth Management Associates, Inc. 0.10% Add +2.0% 1,757 $283K
DLD Asset Management, LP 0.10% New 1,757 $283K
Reston Wealth Management LLC 0.09% Reduce -2.0% 1,754 $282K
James J. Burns & Company, LLC 0.04% Reduce -0.1% 1,751 $282K
Independence Bank of Kentucky 0.04% No change 1,750 $282K
WealthPLAN Partners, LLC 0.04% Reduce -41.7% 1,746 $281K
Exit Wealth Advisors, LLC. 0.17% Reduce -91.6% 1,744 $281K
Garden State Investment Advisory Services LLC 0.07% Reduce -8.0% 1,738 $280K
SeaCrest Wealth Management, LLC 0.03% Reduce -10.2% 1,677 $280K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 1,737 $280K
Family Investment Center, Inc. 0.06% New 1,735 $279K
Red Door Wealth Management, LLC 0.03% Add +3.0% 1,732 $279K
Ingalls & Snyder LLC 0.01% Add +3.8% 1,713 $276K
Evolution Wealth Advisors, LLC 0.03% Add +0.7% 1,714 $276K
Optas, LLC 0.04% Reduce -1.4% 1,712 $276K
Dearborn Partners LLC 0.01% Add +6.8% 1,706 $275K
Channel Wealth LLC 0.07% Reduce -1.7% 1,703 $274K
Asset Advisory Group, Inc. 0.14% — 1,702 $274K
Loudon Investment Management, LLC 0.14% No change 1,700 $274K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.13% Reduce -19.1% 1,700 $274K
Wealth Effects LLC 0.09% Reduce -11.7% 1,700 $274K
Turn8 Private Wealth Inc. 0.20% Reduce -2.6% 1,698 $274K
Wealth Science Advisors LLC 0.16% — 1,698 $273K
Smartleaf Asset Management LLC 0.01% Reduce -19.5% 1,666 $273K
Coastal Bridge Advisors, LLC 0.02% Reduce -6.5% 1,692 $272K
Chicago Capital, LLC 0.01% Add +3.7% 1,692 $272K
Investment Partners Asset Management, Inc. 0.17% Reduce -4.3% 1,677 $270K
Baron Wealth Management LLC 0.08% New 1,675 $270K
McIlrath & Eck, LLC 0.02% Reduce -5.3% 1,657 $267K
Cordgrass Capital Advisors, LLC 0.06% Add +1.0% 1,653 $266K
White Knight Strategic Wealth Advisors, LLC 0.19% New 1,650 $266K
Balboa Wealth Partners 0.04% Reduce -0.1% 1,650 $266K
Spinnaker Trust 0.01% Reduce -28.2% 1,650 $266K
GWN Securities Inc. 0.05% New 1,649 $265K
Syntegra Private Wealth Group, LLC 0.02% No change 1,644 $265K
Aspen Investment Management Inc 0.08% Add +2.2% 1,630 $262K
Concentric Capital Strategies, LP 0.01% Reduce -97.4% 1,624 $261K
Rockwood Wealth Management, LLC 0.02% Add +3.0% 1,621 $261K
Calton & Associates, Inc. 0.04% Reduce -6.9% 1,620 $261K
Accel Wealth Management 0.07% Add +5.6% 1,620 $261K
One Wealth Advisors, LLC 0.03% No change 1,610 $259K
Essex Financial Services, Inc. 0.01% Reduce -1.3% 1,609 $259K
Richard Young Associates, Ltd. 0.20% — 1,600 $258K
Palumbo Wealth Management LLC 0.06% No change 1,600 $258K
First Community Trust NA 0.19% Add +5.5% 1,599 $257K
Tidemark, LLC 0.07% Reduce -0.3% 1,599 $257K
Caerus Investment Advisors, LLC 0.09% Reduce -27.9% 1,598 $257K
Embree Financial Group 0.03% Reduce -0.2% 1,595 $257K
Citrine Capital LLC 0.12% No change 1,592 $256K
Traveka Wealth, LLC 0.10% Add +9.7% 1,587 $255K
Frederick Financial Consultants, LLC 0.14% Reduce -5.0% 1,586 $255K
Finivi Inc. 0.15% Reduce -2.3% 1,577 $254K
Kennon-Green & Company, LLC 0.20% Reduce -3.1% 1,574 $253K
OneAscent Family Office, LLC 0.17% New 1,572 $253K
Commonwealth Financial Services, LLC 0.04% Reduce -0.9% 1,571 $253K
Cloud Capital Management, LLC 0.12% Add +68.0% 1,566 $252K
Lighthouse Investment Partners, LLC 0.01% Reduce -47.5% 1,564 $252K
Hancock Whitney Corp. 0.00% Add +0.3% 1,560 $251K
Haven Private, LLC 0.11% No change 1,559 $251K
Fox Hill Wealth Management 0.12% Add +0.5% 1,556 $250K
Enterprise Financial Services Corp 0.13% Add +6.2% 1,554 $250K
Certior Financial Group, LLC 0.17% Reduce -20.2% 1,540 $248K
COFG Advisors, LLC 0.06% — 1,528 $246K
Werba Rubin Papier Wealth Management 0.07% Add +2.8% 1,525 $245K
Five Oceans Advisors 0.09% No change 1,519 $245K
Affinity Capital Advisors, LLC 0.03% No change 1,515 $244K
Carret Asset Management, LLC 0.02% No change 1,515 $244K
SBI Okasan Asset Management Co.Ltd. 0.01% — 1,451 $244K
Linscomb Wealth, Inc. 0.01% Reduce -21.1% 1,513 $244K
Murphy & Mullick Capital Management Corp 0.18% Reduce -9.0% 1,512 $243K
McGuire Capital Advisors Inc. 0.15% — 1,510 $243K
Beacon Capital Management, LLC 0.04% Reduce -12.3% 1,507 $243K
HCR Wealth Advisors 0.02% Reduce -6.2% 1,505 $242K
United Asset Strategies, Inc. 0.02% Add +0.1% 1,502 $242K
KPP Advisory Services LLC 0.04% Reduce -6.2% 1,501 $242K
Tru Independence Asset Management 2, LLC 0.15% No change 1,500 $241K
S&T Bank 0.08% No change 1,500 $241K
Chapin Davis, Inc. 0.06% No change 1,500 $241K
Allen Mooney & Barnes Investment Advisors LLC 0.04% No change 1,500 $241K
Chatham Capital Group, Inc. 0.03% No change 1,500 $241K
Vision Capital Management, Inc. 0.03% No change 1,500 $241K
Van Cleef Asset Management,Inc 0.02% No change 1,500 $241K
Eurizon Capital SGR S.p.A. 0.00% — 1,500 $241K
44 Wealth Management LLC 0.08% Reduce -0.1% 1,499 $241K
Mosaic Financial Group, LLC 0.16% No change 1,499 $241K
Cohen & Steers, Inc. 0.00% No change 1,500 $241K
MGB Wealth Management, LLC 0.07% No change 1,491 $240K
McGlone Suttner Wealth Management, Inc. 0.03% Reduce -34.6% 1,485 $239K
Inscription Capital, LLC 0.02% Add +1.8% 1,485 $239K
Gallagher Capital Advisors, LLC 0.15% Reduce -2.2% 1,483 $239K
Flagstone Financial Management 0.06% No change 1,480 $238K
Johnson Financial Group, Inc. 0.01% Reduce -8.1% 1,480 $238K
Parcion Private Wealth LLC 0.01% No change 1,475 $237K
Parsons Capital Management Inc. 0.01% No change 1,475 $237K
Pacific Excel Wealth Advisors, Inc. 0.45% — 1,485 $237K
Kraft, Davis & Associates, LLC 0.05% New 1,411 $236K
SmartHarvest Portfolios, LLC 0.08% — 1,458 $235K
Trek Financial, LLC 0.01% New 1,456 $234K
Bell & Brown Wealth Advisors, LLC 0.08% Reduce -12.6% 1,455 $234K
Certified Advisory Corp 0.02% Add +2.1% 1,455 $234K
Keyes, Stange & Wooten Wealth Management, LLC 0.11% No change 1,452 $234K
Tortoise Investment Management, LLC 0.02% Add +3.6% 1,452 $234K
Maple Capital Management, Inc. 0.01% New 1,452 $234K
Brendel Financial Advisors LLC 0.11% New 1,449 $233K
TAGStone Capital, Inc. 0.09% No change 1,449 $233K
Bollard Group LLC 0.01% New 1,448 $233K
Formidable Asset Management, LLC 0.03% New 1,566 $233K
Naviter Wealth, LLC 0.03% Reduce -11.2% 1,442 $232K
Barnes Dennig Private Wealth Management LLC 0.23% Add +9.1% 1,435 $231K
BCS Wealth Management 0.02% New 1,434 $231K
Berger Financial Group, Inc 0.01% Reduce -10.9% 1,433 $231K
Buck Wealth Strategies, LLC 0.03% New 1,429 $230K
Cary Street Partners Investment Advisory LLC 0.06% Add +55.1% 1,425 $229K
Kelly Financial Services LLC 0.06% Add +1.1% 1,421 $229K
BLVD Private Wealth, LLC 0.20% Add +3.4% 1,418 $228K
Kieckhefer Group LLC 0.11% Reduce -14.1% 1,418 $228K
TRUE Private Wealth Advisors 0.02% New 1,416 $228K
Leith Wheeler Investment Counsel Ltd. 0.02% No change 1,410 $227K
CV Advisors LLC 0.06% Reduce -3.4% 1,410 $227K
R Squared Ltd 0.11% New 1,406 $226K
Banco Santander, S.A. 0.00% Reduce -4.8% 1,403 $226K
West Tower Group, LLC 0.52% New 1,400 $225K
Rosenblum Silverman Sutton S F Inc. 0.05% No change 1,400 $225K
Stonebridge Capital Advisors LLC 0.02% Reduce -23.4% 1,395 $225K
Prelude Capital Management, LLC 0.02% Reduce -97.1% 1,391 $224K
Matisse Capital 0.10% New 1,390 $224K
Victory Financial Group, LLC 0.03% New 1,385 $223K
Tran Capital Management, L.P. 0.03% New 1,384 $223K
Pacifica Partners Inc. 0.10% Reduce -0.8% 1,418 $223K
Tradewinds, LLC. 0.05% No change 1,380 $222K
New Wave Wealth Advisors LLC 0.08% Reduce -22.1% 1,378 $222K
Riversedge Advisors, LLC 0.04% New 1,373 $221K
BTG Pactual Asset Management US LLC 0.02% No change 1,372 $221K
Meadow Creek Wealth Advisors LLC 0.14% New 1,368 $220K
Washington Trust Advisors, Inc. 0.02% Reduce -9.2% 1,368 $220K
Greenline Wealth Management LLC 0.23% — 1,365 $220K
Principle Wealth Partners LLC 0.01% New 1,352 $218K
Proactive Wealth Strategies LLC 0.09% No change 1,350 $217K
Fourpath Capital Management, LLC 0.03% Reduce -0.7% 1,347 $217K
Center For Asset Management LLC 0.11% New 1,331 $214K
JFS Wealth Advisors, LLC 0.01% No change 1,325 $213K
Washburn Capital Management, Inc. 0.12% Reduce -9.6% 1,320 $212K
Cora Capital Advisors LLC 0.08% New 1,316 $212K
Brave Asset Management Inc. 0.05% New 1,313 $211K
RiverFront Investment Group, LLC 0.00% New 1,307 $210K
Alamar Capital Management, LLC 0.12% New 1,300 $209K
Rockbridge Investment Management, LCC 0.02% New 1,300 $209K
Apella Capital, LLC 0.00% New 1,299 $209K
Opal Wealth Advisors, LLC 0.05% New 1,298 $209K
Kingsman Wealth Management, Inc. 0.11% New 1,297 $209K
Arlington Trust Co LLC 0.02% Reduce -38.3% 1,296 $209K
Legacy Capital Wealth Partners, LLC 0.04% New 1,296 $209K
Rise Advisors, LLC 0.07% Reduce -0.5% 1,295 $208K
Pacific Asset Management, LLC 0.12% New 1,287 $207K
Kickstand Ventures, Llc. 0.04% Reduce -52.1% 1,285 $207K
Curated Wealth Partners LLC 0.02% New 1,284 $207K
Laurel Oak Wealth Management, LLC 0.03% — 1,279 $206K
American Financial Advisors, LLC 0.03% New 1,279 $206K
SPWM Advisors LLC 0.20% — 1,276 $205K
Barr E S & Co. 0.01% New 1,275 $205K
Range Advisory, LLC 0.05% — 1,275 $205K
Angeles Wealth Management, LLC 0.01% New 1,270 $204K
Acorn Wealth Advisors, LLC 0.06% New 1,265 $204K
CVA Family Office, LLC 0.02% Reduce -0.5% 1,262 $203K
August Group Capital Ltd 0.23% — 1,261 $203K
Cottage Street Advisors LLC 0.09% New 1,260 $203K
Delta Investment Management, LLC 0.04% New 1,260 $203K
Lifeworks Advisors, LLC 0.03% New 1,258 $203K
Banque Cantonale Vaudoise 0.01% Reduce -20.2% 1,249 $202K
AMG National Trust Bank 0.00% New 1,252 $202K
F/m Investments LLC 0.01% New 1,252 $201K
Clarkston Capital Partners, LLC 0.00% New 1,250 $201K
Strategic Investment Advisors / MI 0.02% New 1,249 $201K
White Pine Investment CO 0.05% New 1,250 $201K
Smallwood Wealth Investment Management, LLC 0.10% Add +16.9% 1,243 $200K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 1,173 $197K
Plante Moran Financial Advisors, LLC 0.01% Add +4.5% 1,220 $196K
PFS Partners, LLC 0.09% No change 1,194 $192K
Kimelman & Baird, LLC 0.01% No change 1,125 $181K
Osbon Capital Management LLC 0.17% — 1,120 $180K
Old Second National Bank of Aurora 0.04% No change 1,110 $179K
Golden State Wealth Management, LLC 0.02% No change 1,106 $178K
Highline Wealth Partners LLC 0.05% Reduce -4.1% 1,098 $177K
Evelyn Partners Asset Management Ltd 0.04% No change 1,087 $175K
Provenance Wealth Advisors, LLC 0.02% Reduce -39.9% 1,079 $174K
Hilltop National Bank 0.04% Reduce -13.7% 1,057 $170K
Avion Wealth 0.04% No change 1,056 $169K
Parkside Financial Bank & Trust 0.01% Add +258.3% 1,021 $164K
HHM Wealth Advisors, LLC 0.02% Add +2.5% 1,020 $164K
Sittner & Nelson, LLC 0.06% Reduce -1.4% 1,464 $164K
Physician Wealth Advisors, Inc. 0.02% Add +0.9% 1,013 $163K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 1,000 $161K
Nvest Wealth Strategies, Inc. 0.12% — 1,000 $161K
Crews Bank & Trust 0.02% No change 1,000 $161K
Avalon Trust Co 0.01% New 1,000 $161K
HM Payson & Co. 0.00% Add +40.5% 964 $155K
Y.D. More Investments Ltd 0.01% Reduce -54.9% 950 $154K
MTM Investment Management, LLC 0.05% Reduce -7.8% 945 $152K
Bayforest Capital Ltd 0.11% Add +24.9% 942 $152K
Cullen/Frost Bankers, Inc. 0.00% Add +43.1% 927 $149K
Boreal Capital Management LLC 0.13% No change 894 $144K
Orion Capital Management LLC 0.05% No change 892 $144K
CX Institutional 0.00% Reduce -6.6% 877 $141K
Trust Co. of Vermont 0.01% Reduce -15.8% 854 $137K
Cascades Capital Asset Management, LLC 0.06% Reduce -1.2% 847 $136K
Strategic Advocates LLC 0.03% No change 809 $132K
Ameriflex Group, Inc. 0.07% Add +101.2% 817 $132K
Bayban 0.11% — 800 $129K
WPG Advisers, LLC 0.09% Reduce -4.4% 780 $126K
Ninety One UK Ltd 0.00% New 780 $126K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 776 $125K
Financial Network Wealth Advisors LLC 0.13% Reduce -13.5% 760 $122K
Evermay Wealth Management LLC 0.01% Reduce -26.9% 755 $122K
Rosenberg Matthew Hamilton 0.02% Add +1.6% 747 $120K
Banque Transatlantique SA 0.00% Reduce -40.2% 715 $115K
Ogorek Anthony Joseph /NY/ 0.03% No change 709 $114K
Sava Infond d.o.o. 0.02% No change 700 $113K
Hazlett, Burt & Watson, Inc. 0.04% No change 700 $112K
Community Bank, N.A. 0.01% No change 677 $109K
1 North Wealth Services LLC 0.04% No change 670 $108K
ORG Partners LLC 0.02% Reduce -0.1% 663 $107K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -7.9% 652 $105K
PARK CIRCLE Co 0.09% No change 650 $105K
Caden Capital Partners, LP 0.22% New 618 $99K
Coston, McIsaac & Partners 0.02% No change 620 $99K
DecisionPoint Financial, LLC 0.02% No change 613 $99K
North Star Investment Management Corp. 0.01% Add +9.4% 606 $98K
Addison Advisors LLC 0.02% Reduce -1.4% 580 $93K
GW&K Investment Management, LLC 0.00% No change 580 $93K
Financial Management Professionals, Inc. 0.01% Add +49.2% 573 $92K
Copos Capital B.V. 0.06% — 542 $87K
Colonial Trust Advisors 0.01% Add +23.8% 520 $84K
LOM Asset Management Ltd 0.02% New 500 $80K
Strategic Investment Solutions, Inc. 0.02% New 500 $80K
KERR FINANCIAL PLANNING Corp 0.11% No change 720 $80K
Alphadyne Asset Management LP 0.01% Reduce -69.2% 484 $78K
J.Safra Asset Management Corp 0.00% New 482 $78K
Osterweis Capital Management Inc. 0.00% No change 463 $75K
Pin Oak Investment Advisors Inc. 0.05% Reduce -13.1% 662 $74K
Catalyst Capital Advisors LLC 0.00% Reduce -26.8% 448 $72K
Colonial Trust Co / SC 0.01% Add +31.5% 447 $72K
Tucker Asset Management LLC 0.02% Reduce -82.3% 437 $70K
SJS Investment Consulting Inc. 0.01% Add +59.1% 436 $70K
Scarborough Advisors, LLC 0.01% Reduce -15.7% 430 $69K
Strategic Wealth Partners, Ltd. 0.00% Add +8.3% 428 $69K
Compass Financial Services Inc 0.03% No change 425 $68K
Hoey Investments, Inc. 0.01% Reduce -2.3% 420 $68K
Private Wealth Management Group, LLC 0.02% Reduce -21.4% 407 $66K
Mirova 0.01% No change 407 $66K
Western Pacific Wealth Management, LP 0.06% No change 400 $64K
GoalVest Advisory LLC 0.01% No change 397 $64K
Hilton Head Capital Partners, LLC 0.04% — 396 $64K
Your Advocates Ltd., LLP 0.02% Reduce -3.8% 385 $62K
WealthCollab, LLC 0.03% Add +26.7% 380 $61K
Holos Integrated Wealth LLC 0.03% Reduce -50.1% 389 $61K
Clean Yield Group 0.02% No change 364 $59K
Tobam 0.01% Reduce -46.9% 238 $53K
Rachor Investment Advisory Services, LLC 0.03% — 329 $53K
Key Financial Inc 0.01% Reduce -6.9% 322 $52K
MidFirst Bank 0.00% — 3,658 $51K
Dagco, Inc. 0.01% No change 317 $51K
Vision Retirement, LLC 0.01% — 300 $48K
SWAN Capital LLC 0.02% No change 300 $48K
FWL Investment Management, LLC 0.01% No change 300 $48K
Concord Wealth Partners 0.01% Reduce -57.8% 300 $48K
Cape Investment Advisory, Inc. 0.01% Add +18.3% 297 $48K
Greykasell Wealth Strategies, Inc. 0.02% No change 296 $48K
Activest Wealth Management 0.01% Reduce -59.1% 292 $47K
Rossby Financial, LCC 0.01% Add +34.3% 286 $46K
Swiss Re Ltd. 0.00% — 278 $45K
Horrell Capital Management, Inc. 0.02% No change 265 $43K
Global Wealth Strategies & Associates 0.01% No change 263 $42K
Winnacle Wealth LLC 0.03% New 262 $42K
Laurel Wealth Advisors LLC 0.01% New 260 $42K
Darwin Wealth Management, LLC 0.01% No change 260 $42K
Cornerstone Planning Group LLC 0.01% Add +16.0% 290 $40K
Estabrook Capital Management 0.01% No change 250 $40K
Caitlin John, LLC 0.03% No change 244 $39K
Bell Investment Advisors, Inc 0.01% Add +86.8% 241 $39K
Glen Eagle Advisors, LLC 0.01% Add +97.5% 241 $39K
Foster Dykema Cabot & Partners, LLC 0.00% No change 240 $39K
Rothschild Investment LLC 0.00% Reduce -36.1% 237 $38K
American National Bank & Trust 0.00% Add +38.2% 235 $38K
Stone House Investment Management, LLC 0.01% Add +0.9% 227 $37K
Modus Advisors, LLC 0.01% New 213 $34K
Navalign, LLC 0.01% New 213 $34K
Obsidian Cio, LLC 0.05% Reduce -95.4% 206 $33K
Sankala Group LLC 0.03% — 272 $33K
NorthAvenue LLC 0.03% — 200 $32K
Medallion Wealth Advisors, LLC 0.01% No change 200 $32K
Lodestone Wealth Management LLC 0.01% New 193 $31K
Lloyd Advisory Services, LLC. 0.01% New 192 $31K
Sound Income Strategies, LLC 0.00% Add +82.4% 197 $31K
Bangor Savings Bank 0.00% Add +22.4% 186 $30K
Mowery & Schoenfeld Wealth Management, LLC 0.04% New 183 $29K
Financial Consulate, Inc. 0.00% Reduce -29.3% 179 $29K
TD Capital Management LLC 0.00% No change 179 $29K
Sachetta, LLC 0.02% Reduce -53.8% 172 $28K
Nova Wealth Management, Inc. 0.02% No change 170 $27K
Curio Wealth, LLC 0.01% New 160 $27K
Gould Capital, LLC 0.02% Add +32.0% 165 $27K
Birchbrook, Inc. 0.01% No change 162 $26K
Kingdom Financial Group LLC. 0.01% New 160 $26K
Glynn Capital Management LLC 0.01% No change 159 $26K
Elyxium Wealth, LLC 0.01% New 152 $24K
Pingora Partners LLC 0.01% Reduce -25.0% 150 $24K
Twin Lakes Capital Management, LLC 0.01% No change 150 $24K
McMillan Office, Inc. 0.00% — 150 $24K
Inlight Wealth Management, LLC 0.01% No change 145 $23K
N.E.W. Advisory Services LLC 0.00% Reduce -75.8% 144 $23K
Hanson & Doremus Investment Management 0.00% Add +22.8% 140 $23K
United Financial Planning Group LLC 0.01% New 140 $23K
SRH Advisors, LLC 0.01% No change 140 $23K
Tradewinds Capital Management, LLC 0.00% No change 140 $23K
Hartford Financial Management Inc. 0.01% No change 136 $22K
Motiv8 Investments LLC 0.01% New 132 $21K
Smithfield Trust Co 0.00% No change 126 $20K
Horizon Financial Services, LLC 0.01% No change 123 $20K
Atwood & Palmer Inc. 0.00% Add +205.0% 122 $20K
Global Trust Asset Management, LLC 0.01% Reduce -82.7% 121 $19K
Hamrick Investment Counsel, llc 0.01% — 120 $19K
Fairscale Capital, LLC 0.01% No change 120 $19K
Olistico Wealth, LLC 0.01% New 120 $19K
Turim 21 Investimentos Ltda. 0.01% New 117 $19K
IFC & Insurance Marketing, Inc. 0.02% — 110 $18K
Red Tortoise LLC 0.01% No change 110 $18K
Dogwood Wealth Management LLC 0.01% Add +7.0% 107 $17K
Princeton Global Asset Management LLC 0.00% No change 105 $17K
Godsey & Gibb, Inc. 0.00% Add +3333.3% 103 $17K
Hager Investment Management Services, LLC 0.01% No change 100 $16K
Capital Analysts, LLC 0.00% No change 102 $16K
Legacy Bridge, LLC 0.01% No change 98 $16K
Nisa Investment Advisors, LLC 0.00% Add +860.0% 96 $15K
Flagship Wealth Advisors, LLC 0.00% No change 93 $15K
Ankerstar Wealth, LLC 0.01% — 90 $14K
BankPlus Trust Department 0.00% No change 90 $14K
Godfrey Financial Associates, Inc. 0.01% — 89 $14K
RMG Wealth Management LLC 0.00% No change 100 $14K
Cedar Mountain Advisors, LLC 0.00% Add +7.5% 86 $14K
Cornerstone Financial Management LLC 0.01% — 85 $14K
Heritage Wealth Advisors 0.00% No change 85 $14K
Fortitude Family Office, LLC 0.00% No change 82 $13K
WHI TRUST Co LLC 0.01% — 80 $13K
C M Bidwell & Associates Ltd. 0.01% No change 80 $13K
True Wealth Design, LLC 0.00% Add +29.0% 80 $13K
Country Trust Bank 0.00% No change 78 $13K
Evolution Wealth Management Inc. 0.01% New 76 $12K
Bare Financial Services, Inc 0.00% Add +9.0% 73 $12K
Raffa Wealth Management, LLC 0.00% Add +65.9% 73 $12K
St Germain D J Co. Inc. 0.00% New 72 $12K
Towne Trust Company, N.A 0.00% New 71 $11K
Motco 0.00% Reduce -26.0% 71 $11K
1620 Investment Advisors, Inc. 0.01% No change 70 $11K
Center for Financial Planning, Inc. 0.00% No change 70 $11K
Valley National Advisers Inc. 0.00% Reduce -1.4% 72 $11K
Kilter Group LLC 0.00% Reduce -1.5% 67 $11K
HighMark Wealth Management LLC 0.00% Reduce -30.9% 67 $11K
Cranbrook Wealth Management, LLC 0.00% No change 66 $11K
Optima Capital LLC 0.00% New 65 $10K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 63 $10K
Roxbury Financial LLC 0.01% Reduce -8.7% 63 $10K
Estate Planners Group, LLC 0.00% — 60 $10K
Armstrong Advisory Group, Inc. 0.00% Reduce -36.7% 57 $9K
Bear Mountain Capital, Inc. 0.00% Reduce -3.7% 52 $8K
1015 Capital Partners, LLC 0.01% — 50 $8K
Noble Wealth Management PBC 0.00% New 50 $8K
Abound Financial, LLC 0.00% New 50 $8K
Missouri Trust & Investment Co 0.00% No change 50 $8K
Perkins Coie Trust Co 0.00% No change 50 $8K
Webster Bank, N. A. 0.00% No change 49 $8K
Financially Speaking Inc 0.00% No change 44 $7K
Acumen Wealth Advisors, LLC 0.00% — 43 $7K
Copia Wealth Management 0.00% New 42 $7K
Vermillion Wealth Management, Inc. 0.00% No change 42 $7K
TCTC Holdings, LLC 0.00% No change 42 $7K
Vision Financial Markets LLC 0.01% No change 40 $6K
NBT Bank, N.A. 0.00% Add +8.1% 161 $6K
Bruce G. Allen Investments, LLC 0.00% Reduce -2.5% 39 $6K
Legacy Wealth Managment, LLC 0.00% Add +8.3% 39 $6K
City Holding Co. 0.00% No change 38 $6K
Covestor Ltd 0.00% Reduce -45.1% 39 $6K
Whipplewood Advisors, LLC 0.00% New 37 $6K
HFM Investment Advisors, LLC 0.00% New 36 $6K
Front Row Advisors LLC 0.00% No change 35 $6K
Beaird Harris Wealth Management, LLC 0.00% No change 34 $6K
Granite FO LLC 0.00% No change 33 $5K
JNBA Financial Advisors 0.00% New 32 $5K
Roble, Belko & Company, Inc 0.00% No change 30 $5K
Prestige Wealth Management Group LLC 0.00% No change 30 $5K
Fourth Dimension Wealth, LLC 0.00% No change 30 $5K
Maseco LLP 0.00% No change 30 $5K
Reyes Financial Architecture, Inc. 0.00% New 29 $5K
Signature Resources Capital Management, LLC 0.00% New 29 $5K
Winch Advisory Services, LLC 0.00% No change 29 $5K
Steigerwald, Gordon & Koch Inc. 0.00% New 29 $5K
Beacon Financial Strategies CORP 0.00% New 27 $4K
Luken Investment Analytics, LLC 0.00% New 25 $4K
CENTRAL TRUST Co 0.00% Reduce -23.3% 23 $4K
Retirement Wealth Solutions LLC 0.00% No change 22 $4K
American Capital Advisory, LLC 0.00% No change 20 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -28.6% 20 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 20 $3K
New Millennium Group LLC 0.00% Reduce -60.0% 20 $3K
United Community Bank 0.00% New 20 $3K
Duncker Streett & Co. Inc. 0.00% No change 20 $3K
Raleigh Capital Management Inc. 0.00% New 19 $3K
LM Advisors LLC 0.01% Reduce -87.4% 480 $3K
Private Wealth Asset Management, LLC 0.00% No change 18 $3K
Pacific Center for Financial Services 0.00% No change 18 $3K
Salomon & Ludwin, LLC 0.00% No change 16 $3K
Ares Financial Consulting, LLC 0.00% — 15 $2K
Security National Bank 0.00% No change 14 $2K
Bravera Wealth 0.00% — 13 $2K
MV Capital Management, Inc. 0.00% New 13 $2K
New England Capital Financial Advisors LLC 0.00% No change 11 $2K
Imprint Wealth LLC 0.01% Reduce -92.8% 10 $2K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -98.8% 10 $2K
High Point Wealth Management, LLC 0.00% — 10 $2K
Essential Investment Partners LLC 0.00% — 10 $2K
Gilpin Wealth Management, LLC 0.00% — 10 $2K
Accordant Advisory Group Inc 0.00% No change 10 $2K
Berkshire Capital Holdings Inc. 0.00% No change 10 $2K
Measured Wealth Private Client Group, LLC 0.00% New 10 $2K
Cheviot Value Management, LLC 0.00% No change 10 $1K
Blume Capital Management, Inc. 0.00% No change 8 $1K
PayPay Securities Corp 0.03% No change 7 $1K
Albion Financial Group 0.00% No change 3 $483
Comprehensive Financial Planning, Inc. 0.00% New 3 $482
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 2 $322
Bullseye Investment Management, LLC 0.00% New 2 $322
Stephens Consulting, LLC 0.00% No change 2 $322
Rakuten Securities, Inc. 0.00% No change 1 $161
High Note Wealth, LLC 0.00% No change 1 $161
REAP Financial Group, LLC 0.00% No change 1 $161

"% of holder's portfolio" is SHOP's weight in each manager's 13F, not the share of Shopify Inc. Class A the manager owns.