The Sherwin-WilliamsSHW

13F holders, Q2 2024 (June 30)
1,534holders −47
105new positions
148sold out
13famous investors
$298.47avg. 13F price*

At the end of Q2 2024, 1,534 institutions reported holding The Sherwin-Williams Co. (SHW) in their 13F filings, down 47 from Q1 2024. 105 opened new positions and 148 sold out. The largest holders were Vanguard Group Inc. ($6.5B), BlackRock Inc. ($5.1B) and State Street Corp. ($3.0B). 13 famous investors held it, including Gavin Baker (2.2% of Atreides Management's portfolio), David E. Shaw (0.7% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.5% of Point72 Asset Management's portfolio).

Company
The Sherwin-Williams Co.
Sector
Consumer Discretionary
CUSIP
824348106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions105$738.6M
Exits148$406.2M

All 13F filers, Q1 2024 → Q2 2024: 17,820,131 shares bought and 15,136,467 shares sold, net +2,683,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,534 holders

Vanguard Group Inc. 0.13% Add +1.3% 21,891,677 $6.5B
BlackRock Inc. 0.11% Add +5.2% 16,972,489 $5.1B
State Street Corp. 0.13% Add +0.0% 10,087,837 $3.0B
Morgan Stanley 0.17% Add +36.3% 7,427,703 $2.2B
FMR LLC 0.10% Reduce -9.4% 5,483,498 $1.6B
Geode Capital Management, LLC 0.12% Add +0.8% 4,674,668 $1.4B
Alliancebernstein L.P. 0.45% Reduce -1.4% 4,283,704 $1.3B
Norges Bank 0.18% Add +4.7% 4,051,923 $1.2B
T. Rowe Price Associates Inc. 0.12% Reduce -1.4% 3,308,693 $987.4M
Clearbridge Investments, LLC 0.66% Reduce -1.0% 2,715,531 $810.4M
Parnassus Investments, LLC 1.61% Reduce -1.8% 2,484,180 $741.4M
Capital International Investors 0.15% Add +4.8% 2,413,052 $720.1M
Fiera Capital Corp 2.15% Reduce -8.7% 2,328,157 $694.8M
Northern Trust Corp. 0.11% Reduce -2.2% 2,259,218 $674.2M
Massachusetts Financial Services Co. 0.21% Reduce -33.0% 2,241,649 $669.0M
Goldman Sachs Group Inc. 0.13% Reduce -9.8% 2,173,792 $648.7M
Capital Research Global Investors 0.13% Reduce -4.0% 1,981,459 $591.3M
Alphinity Investment Management Pty Ltd 3.96% Add +22.2% 1,801,739 $537.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +31.5% 1,779,640 $531.1M
Bank of America Corp. 0.05% Add +50.0% 1,690,227 $504.4M
JPMorgan Chase & Co. 0.04% Reduce -0.9% 1,662,846 $496.2M
Barclays PLC 0.22% Add +6.3% 1,605,500 $479.1M
Bank of New York Mellon Corp 0.09% Reduce -2.8% 1,585,780 $473.2M
D. E. Shaw & Co. 0.69% Add +18.5% 1,524,367 $454.9M
Legal & General Group Plc 0.13% Reduce -0.6% 1,520,552 $453.8M
1832 Asset Management L.P. 0.77% Add +54.0% 1,416,257 $422.7M
Charles Schwab Investment Management Inc. 0.08% Add +2.1% 1,405,247 $419.4M
Franklin Resources Inc. 0.12% Reduce -1.3% 1,334,647 $398.3M
Dimensional Fund Advisors LP 0.10% Add +13.4% 1,316,857 $393.0M
Citadel Advisors 0.36% Add +13.9% 1,211,189 $361.5M
Qube Research & Technologies Ltd 0.66% Add +93.8% 1,201,122 $358.5M
Amundi 0.13% Reduce -37.6% 1,170,586 $347.9M
Invesco Ltd. 0.07% Add +13.0% 1,164,507 $347.5M
Allianz Asset Management GmbH 0.56% Add +51.5% 1,156,391 $345.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.38% Reduce -41.0% 1,141,113 $340.5M
UBS Group AG 0.10% Reduce -4.6% 1,130,571 $337.4M
Envestnet Asset Management Inc. 0.12% Add +4.7% 1,127,861 $336.6M
Voya Investment Management LLC 0.38% Reduce -12.9% 1,120,333 $334.1M
Ameriprise Financial Inc. 0.09% Reduce -6.9% 1,054,652 $314.7M
Assenagon Asset Management S.A. 0.78% Add +610.0% 1,045,374 $312.0M
Two Sigma Advisers, LP 0.69% Add +61.4% 1,039,500 $310.2M
Principal Financial Group Inc. 0.18% Add +0.3% 1,036,465 $309.3M
PineStone Asset Management Inc. 3.25% Add +48.6% 1,027,774 $306.7M
Wells Fargo & Company 0.07% Add +4.5% 942,404 $281.2M
Wellington Management Group LLP 0.05% Add +8.3% 937,919 $279.9M
Chilton Investment Co. Inc. 7.76% Add +1.0% 922,371 $275.3M
Deutsche Bank AG 0.12% Add +10.2% 860,985 $256.9M
Holocene Advisors, LP 1.05% Add +28.8% 838,994 $250.4M
Vontobel Holding Ltd. 0.80% Add +2092.4% 820,521 $244.9M
Two Sigma Investments, LP 0.58% Add +30.9% 798,516 $238.3M
Flossbach Von Storch SE 0.99% Add +1588.8% 792,605 $236.5M
Brown Advisory Inc. 0.30% Add +3.0% 769,657 $229.7M
Royal Bank of Canada 0.06% Add +12.2% 764,821 $228.2M
Nuveen Asset Management, LLC 0.07% Reduce -9.1% 750,077 $223.8M
Swiss National Bank 0.15% Reduce -1.9% 714,700 $213.3M
Foxhaven Asset Management, LP 5.90% No change 705,333 $210.5M
Capital World Investors 0.03% Reduce -72.0% 704,440 $210.2M
Fayez Sarofim & Co 0.55% Add +5.9% 682,651 $203.7M
Farallon Capital Management, L.L.C. 1.16% Reduce -14.1% 647,550 $193.2M
ProShare Advisors LLC 0.50% Add +3.7% 623,398 $186.0M
HSBC Holdings PLC 0.11% Add +23.2% 596,160 $178.1M
Public Employees Retirement Association of Colorado 0.74% Add +12.9% 595,576 $177.7M
Ensign Peak Advisors, Inc 0.32% Reduce -5.0% 583,573 $174.2M
Bessemer Group Inc. 0.30% Reduce -0.9% 569,050 $169.8M
Jensen Investment Management Inc. 1.39% New 568,878 $169.8M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -10.6% 538,303 $160.6M
Raymond James & Associates 0.10% Add +1.5% 532,123 $158.8M
Bank of Nova Scotia 0.31% Add +23.7% 526,422 $157.1M
HighTower Advisors, LLC 0.24% Reduce -0.8% 514,454 $153.4M
DAVENPORT & Co LLC 0.97% Reduce -0.3% 514,379 $153.1M
Vaughan Nelson Investment Management, L.P. 1.41% Reduce -24.5% 511,635 $152.7M
Bank of Montreal 0.05% Add +71.3% 508,723 $151.3M
Neuberger Berman Group LLC 0.12% Reduce -15.9% 492,054 $146.8M
Schroder Investment Management Group 0.16% Add +1.4% 491,727 $146.7M
Point72 Asset Management 0.47% Add +73.7% 476,444 $142.2M
Mairs & Power Inc. 1.33% Reduce -0.2% 459,953 $137.3M
Prudential Financial Inc. 0.21% Reduce -4.0% 458,502 $136.8M
Rhumbline Advisers 0.13% Reduce -0.9% 449,969 $134.3M
California Public Employees Retirement System 0.10% Reduce -3.4% 449,130 $134.0M
Natixis Advisors, LLC 0.29% Reduce -16.8% 444,668 $132.7M
National Pension Service 0.15% Add +0.6% 428,114 $127.8M
California State Teachers Retirement System 0.15% Add +1.9% 418,484 $124.9M
JARISLOWSKY, FRASER Ltd 0.75% Reduce -0.5% 411,155 $122.7M
Viking Global Investors 0.47% New 407,786 $121.7M
Milestone Resources Group Ltd 4.06% No change 397,020 $118.5M
Congress Asset Management Co. 0.84% Add +1.4% 394,578 $117.8M
DekaBank Deutsche Girozentrale 0.21% Add +192.2% 393,010 $116.3M
Douglass Winthrop Advisors, LLC 2.37% Add +0.8% 388,287 $115.9M
Allspring Global Investments Holdings, LLC 0.19% Reduce -5.8% 381,543 $113.9M
Citigroup Inc. 0.11% Reduce -4.1% 381,104 $113.7M
Canada Pension Plan Investment Board 0.11% Reduce -14.8% 378,758 $113.0M
Federated Hermes, Inc. 0.27% Reduce -0.5% 377,345 $112.6M
Canoe Financial LP 2.05% No change 319,018 $110.8M
Stifel Financial Corp. 0.12% Add +0.2% 360,977 $107.7M
Squarepoint Ops LLC 0.40% Add +57.1% 358,803 $107.1M
Russell Investments Group, Ltd. 0.17% Reduce -12.7% 356,657 $106.3M
Baird Financial Group, Inc. 0.22% Add +1.2% 348,470 $104.0M
Findlay Park Partners LLP 0.98% Reduce -0.7% 347,512 $103.7M
CIBC Private Wealth Group LLC 0.19% Reduce -25.0% 337,745 $101.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +11.4% 338,679 $101.1M
Fifth Third Bancorp 0.38% Reduce -0.0% 334,152 $99.7M
Adage Capital Partners Gp, L.L.C. 0.18% Add +9.1% 333,706 $99.6M
Keybank National Association 0.40% Reduce -0.9% 331,215 $98.8M
New York State Common Retirement Fund 0.13% Reduce -2.3% 330,641 $98.7M
Mawer Investment Management Ltd. 0.47% Reduce -19.8% 329,355 $98.3M
Rivulet Capital, LLC 6.71% No change 325,000 $97.0M
Renaissance Technologies 0.16% Add +41.2% 324,100 $96.7M
Marshall Wace, LLP 0.14% Add +18.3% 321,908 $96.1M
Candlestick Capital Management LP 3.69% Add +51.9% 321,661 $96.0M
Macquarie Group Ltd. 0.11% Reduce -1.6% 320,763 $95.7M
Schonfeld Strategic Advisors LLC 0.72% Add +89.7% 309,894 $92.5M
Alkeon Capital Management LLC 0.47% No change 307,252 $91.7M
Williams Jones Wealth Management, LLC. 1.13% Add +4.1% 306,141 $91.4M
Empower Advisory Group, LLC 0.34% Reduce -9.8% 304,329 $90.8M
APG Asset Management N.V. 0.16% Reduce -0.8% 320,084 $89.1M
Bristol Gate Capital Partners Inc. 4.31% Reduce -5.0% 291,402 $87.0M
Millennium Management 0.07% Reduce -64.2% 286,193 $85.4M
Montrusco Bolton Investments Inc. 0.86% Add +4.8% 274,310 $81.9M
Mackenzie Financial Corp. 0.12% Reduce -18.8% 269,812 $80.5M
Rathbones Group PLC 0.44% Add +0.1% 267,844 $79.9M
BNP Paribas Financial Markets 0.09% Reduce -26.6% 262,346 $78.3M
Bradley Foster & Sargent Inc. 1.36% Add +1.3% 252,422 $75.3M
CANADA LIFE ASSURANCE Co 0.14% Reduce -25.3% 251,382 $75.1M
ExodusPoint Capital Management, LP 0.82% Add +417.9% 251,601 $75.1M
Balyasny Asset Management L.P. 0.19% Reduce -44.3% 247,465 $73.9M
Marsico Capital Management LLC 2.20% Reduce -3.2% 246,850 $73.7M
Retirement Systems of Alabama 0.28% Reduce -4.7% 244,086 $72.8M
Manufacturers Life Insurance Company, The 0.07% Reduce -68.0% 242,849 $72.5M
Fernbridge Capital Management LP 4.77% Reduce -15.5% 240,578 $71.8M
Ceredex Value Advisors LLC 1.32% Add +208.8% 234,870 $70.1M
State Board of Administration of Florida Retirement System 0.14% Reduce -13.6% 233,410 $69.7M
Natixis 0.43% Add +68.4% 227,579 $67.9M
Voloridge Investment Management, LLC 0.25% Add +30.9% 225,586 $67.3M
King Luther Capital Management Corp. 0.31% Add +5.9% 225,457 $67.3M
Atreides Management 2.17% New 222,951 $66.5M
Mitsubishi UFJ Trust & Banking Corp 0.16% Add +9.7% 222,385 $66.4M
SRB Corp. 3.89% No change 219,979 $65.6M
American Century Companies Inc. 0.04% Reduce -29.7% 208,610 $62.3M
MAI Capital Management 0.61% Add +1.9% 207,159 $61.8M
Boston Financial Mangement LLC 1.95% Reduce -3.1% 205,693 $61.4M
TD Asset Management Inc 0.06% Reduce -4.0% 205,164 $61.2M
Panagora Asset Management Inc. 0.31% Add +41.0% 203,832 $60.8M
New York State Teachers Retirement System 0.13% Reduce -5.5% 203,692 $60.8M
Nicholas Company, Inc. 1.01% No change 203,135 $60.6M
State of Wisconsin Investment Board 0.16% Reduce -22.0% 199,396 $59.5M
XN LP 2.82% New 197,663 $59.0M
Compass Capital Management, Inc. 3.84% Add +0.5% 192,108 $57.3M
GFI Investment Counsel Ltd. 7.46% Reduce -1.5% 190,998 $57.0M
Korea Investment CORP 0.14% Add +0.2% 187,033 $55.8M
Janus Henderson Group PLC 0.03% Reduce -85.2% 186,541 $55.7M
M&T Bank Corp 0.19% Add +5.4% 183,094 $54.6M
LPL Financial LLC 0.03% Add +5.4% 182,450 $54.4M
Twinbeech Capital LP 1.07% Reduce -0.7% 181,662 $54.2M
Nomura Asset Management Co. Ltd. 0.18% Add +8.0% 178,258 $53.2M
Guggenheim Capital LLC 0.38% Add +3.0% 177,998 $53.1M
Commonwealth Equity Services, LLC 0.08% Reduce -1.3% 177,436 $53.0M
Carnegie Investment Counsel 1.59% Add +2.5% 171,044 $51.0M
Mariner, LLC 0.10% Add +6.6% 168,217 $50.2M
Glenmede Trust Co. NA 0.25% Reduce -1.7% 165,976 $49.5M
PBCay One RSC Ltd 26.72% Add +3.9% 164,870 $49.2M
US Bancorp \de 0.07% Reduce -3.8% 163,532 $48.8M
Chartist Inc. 24.99% Reduce -1.6% 88,554 $48.2M
LGT Group Foundation 0.75% Add +20.0% 159,041 $47.5M
CIBC Asset Management Inc 0.17% Reduce -2.8% 159,041 $47.5M
Wilkinson Global Asset Management LLC 2.93% Reduce -4.0% 157,159 $46.9M
Agf Management Ltd. 0.26% Add +11.0% 157,074 $46.9M
Abn Amro Investment Solutions 0.85% Reduce -7.3% 156,550 $46.7M
Cartenna Capital, LP 3.50% New 150,000 $44.8M
Jane Street Group, LLC 0.05% Add +129.0% 149,046 $44.5M
Worldquant Millennium Advisors LLC 0.40% Reduce -33.8% 146,495 $43.7M
Vest Financial, LLC 1.05% Add +20.5% 146,151 $43.6M
Jupiter Asset Management Ltd. 0.41% Add +0.6% 145,754 $43.5M
ING Groep NV 0.26% Reduce -65.8% 144,089 $43.0M
National Bank of Canada 0.07% Reduce -7.3% 143,534 $42.4M
Corient Private Wealth LP 0.07% Add +1.7% 140,968 $42.1M
Interval Partners, LP 1.21% Add +84.7% 137,931 $41.2M
Comerica Bank 0.17% Reduce -1.6% 136,773 $40.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% Add +47.0% 136,324 $40.7M
AQR Capital Management 0.06% Reduce -6.5% 136,704 $40.6M
Janney Montgomery Scott LLC 0.12% Reduce -6.5% 135,900 $40.6M
Lord, Abbett & Co. LLC 0.13% Reduce -37.8% 135,583 $40.5M
Eminence Capital, LP 0.63% Add +48.2% 131,900 $39.4M
PNC Financial Services Group, Inc. 0.03% Reduce -2.1% 130,848 $39.0M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -2.3% 127,395 $38.0M
Huntington National Bank 0.39% Add +53.9% 127,307 $38.0M
DF Dent & Co. Inc. 0.49% Reduce -4.6% 126,218 $37.7M
Danske Bank A/S 0.14% Reduce -14.0% 125,909 $37.6M
Sei Investments Co. 0.05% Reduce -9.9% 124,364 $37.1M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -2.6% 121,507 $36.3M
Crestwood Advisors Group, LLC 0.74% Reduce -11.0% 120,140 $35.9M
Asset Management One Co., Ltd. 0.14% Reduce -7.5% 120,042 $35.8M
Toronto Dominion Bank 0.06% Reduce -17.9% 119,337 $35.6M
Calamos Advisors LLC 0.25% Reduce -2.5% 117,654 $35.1M
Benjamin F. Edwards & Company, Inc. 0.61% Add +1.2% 116,367 $34.7M
Aberdeen Group plc 0.07% Reduce -4.5% 115,798 $34.6M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -2.4% 115,481 $34.5M
Wealth Enhancement Advisory Services, LLC 0.08% Add +98.0% 115,429 $34.4M
Candriam S.C.A. 0.21% Add +62.5% 113,490 $33.9M
Erste Asset Management GmbH 0.45% Reduce -1.6% 113,277 $33.7M
Teacher Retirement System of Texas 0.19% Reduce -3.7% 112,484 $33.6M
Swedbank AB 0.04% Add +1.2% 112,374 $33.5M
State of Tennessee, Department of Treasury 0.12% Add +5.6% 111,966 $33.4M
Pictet Asset Management Holding SA 0.04% Reduce -8.0% 111,677 $33.3M
UniSuper Management Pty Ltd 0.28% Add +1728.4% 111,315 $33.2M
Beck Mack & Oliver LLC 0.69% Reduce -38.3% 111,220 $33.2M
Dearborn Partners LLC 1.42% Reduce -0.5% 109,900 $32.8M
Norinchukin Bank, The 0.92% Add +12.5% 107,784 $32.2M
Evercore Wealth Management, LLC 0.51% Reduce -0.9% 107,740 $32.2M
Victory Capital Management Inc. 0.03% Reduce -8.3% 107,280 $32.0M
Public Employees Retirement System of Ohio 0.12% Reduce -5.7% 106,629 $31.8M
Royal London Asset Management Ltd. 0.08% Add +14.3% 106,566 $31.8M
Mane Global Capital Management LP 2.22% New 106,053 $31.6M
Verition Fund Management LLC 0.27% Add +218.1% 104,896 $31.3M
Acadian Asset Management LLC 0.10% Reduce -18.4% 103,934 $31.0M
Treasurer of the State of North Carolina 0.13% Reduce -5.4% 103,358 $30.8M
Storebrand Asset Management As 0.10% Reduce -4.3% 102,444 $30.6M
Alta Capital Management LLC/ 1.89% Reduce -5.9% 100,590 $30.0M
Man Group plc 0.08% Reduce -76.1% 99,202 $29.6M
AXA S.A. 0.09% Reduce -26.2% 98,269 $29.3M
Eventide Asset Management, LLC 0.50% Add +3.0% 97,845 $29.2M
Nisa Investment Advisors, LLC 0.18% Add +3.2% 97,016 $29.0M
Alyeska Investment Group, L.P. 0.17% Reduce -55.7% 96,956 $28.9M
Susquehanna International Group, LLP 0.05% Reduce -7.4% 96,334 $28.7M
SpiderRock Advisors, LLC 0.76% Add +62.5% 96,168 $28.7M
Mn Services Vermogensbeheer B.V. 0.21% Reduce -2.4% 95,936 $28.6M
Aquatic Capital Management LLC 1.05% New 95,400 $28.5M
Markel Group 0.28% No change 94,172 $28.1M
Handelsbanken Fonder AB 0.12% Reduce -2.4% 94,044 $28.1M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Add +4959.0% 93,338 $27.9M
Logan Capital Management Inc. 1.19% Reduce -0.6% 92,803 $27.7M
Arrowstreet Capital, Limited Partnership 0.02% Add +384.4% 92,334 $27.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Reduce -53.4% 91,657 $27.4M
Cullen/Frost Bankers, Inc. 0.39% Reduce -1.6% 90,216 $26.9M
NorthCoast Asset Management LLC 0.23% New 88,985 $26.6M
State of New Jersey Common Pension Fund D 0.11% Reduce -35.8% 88,034 $26.3M
Walleye Capital LLC 0.30% Reduce -30.2% 87,817 $26.2M
Lazard Asset Management LLC 0.04% Add +82.5% 86,897 $25.9M
Natixis Investment Managers International 1.93% Reduce -24.6% 86,835 $25.9M
Bridges Investment Management Inc. 0.39% Add +128.6% 86,468 $25.8M
Trexquant Investment LP 0.39% Add +394.7% 85,398 $25.5M
Confluence Investment Management LLC 0.36% Reduce -0.2% 83,975 $25.1M
Tran Capital Management, L.P. 2.88% Reduce -28.2% 83,074 $24.8M
First Trust Advisors LP 0.03% Reduce -3.0% 82,385 $24.6M
Renaissance Group LLC 0.96% Reduce -16.7% 82,321 $24.6M
Nordea Investment Management AB 0.03% Add +2.3% 81,728 $24.4M
Ulysses Management LLC 5.74% New 80,000 $23.9M
Resona Asset Management Co.,Ltd. 0.14% Reduce -5.0% 79,393 $23.7M
Nissay Asset Management Corp. /Japan 0.16% Reduce -22.7% 78,645 $23.5M
Cerity Partners LLC 0.06% Add +1.4% 78,602 $23.5M
Davis R M Inc. 0.47% Reduce -8.0% 77,905 $23.2M
Cubist Systematic Strategies, LLC 0.40% Reduce -28.8% 77,378 $23.1M
Port Capital LLC 1.11% Add +22.7% 74,237 $22.2M
Cooper Creek Partners Management LLC 0.79% Add +14.7% 72,234 $21.6M
MetLife Investment Management, LLC 0.13% Add +13.8% 72,152 $21.5M
Osaic Holdings, Inc. 0.05% Reduce -8.9% 71,744 $21.4M
Beacon Investment Advisory Services, Inc. 0.92% Add +1.4% 71,679 $21.4M
BW Gestao de Investimentos Ltda. 2.76% Add +373.9% 70,242 $21.0M
Skandinaviska Enskilda Banken AB (publ) 0.10% Reduce -15.8% 70,049 $20.9M
Arizona State Retirement System 0.14% Add +0.3% 69,981 $20.9M
STRS Ohio 0.08% Reduce -3.7% 69,786 $20.8M
AEGON ASSET MANAGEMENT UK Plc 0.29% Reduce -43.6% 69,430 $20.7M
Rockefeller Capital Management L.P. 0.06% Reduce -5.1% 69,131 $20.6M
DNB Asset Management AS 0.10% Add +10.0% 69,107 $20.6M
Capital Group Private Client Services, Inc. 0.20% Add +17.7% 68,585 $20.5M
Andra AP-fonden 0.34% Add +55.4% 68,200 $20.4M
State of Michigan Retirement System 0.10% Add +4.7% 67,556 $20.2M
Engineers Gate Manager LP 0.45% Add +38.7% 66,469 $19.8M
FIL Ltd 0.02% Reduce -74.8% 66,013 $19.7M
Corebridge Financial, Inc. 0.11% — 65,642 $19.6M
Azimuth Capital Investment Management LLC 0.79% Add +1.5% 65,084 $19.4M
Aureus Asset Management, LLC 1.35% Reduce -35.5% 64,959 $19.4M
Rokos Capital Management LLP 0.45% New 63,896 $19.1M
Capital International Sarl 0.58% Reduce -7.3% 63,742 $19.0M
Forsta Ap-Fonden 0.17% Reduce -3.5% 63,700 $19.0M
Caisse de depot et placement du Quebec 0.05% Add +564.9% 62,471 $18.6M
Pinnacle Financial Partners Inc 0.40% Add +3.3% 61,898 $18.6M
Raub Brock Capital Management LP 3.85% Reduce -4.0% 59,042 $17.6M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -10.2% 58,726 $17.5M
Saybrook Capital 4.95% Reduce -2.5% 58,571 $17.5M
Aviva PLC 0.05% Add +3.1% 58,553 $17.5M
Manitou Investment Management Ltd. 3.90% Add +0.8% 58,390 $17.4M
Cetera Investment Advisers 0.04% Add +1.3% 57,433 $17.1M
USS Investment Management Ltd 0.14% No change 56,988 $17.0M
Cercano Management LLC 0.45% Reduce -42.0% 56,570 $16.9M
11 Capital Partners LP 6.86% Add +23.8% 55,878 $16.7M
Capitolis Liquid Global Markets LLC 0.21% Reduce -59.6% 55,600 $16.6M
Yousif Capital Management, LLC 0.19% Reduce -2.8% 54,983 $16.4M
Sequoia Financial Advisors, LLC 0.20% Add +1.0% 54,401 $16.2M
B. Metzler seel. Sohn & Co. AG 0.16% Add +104.3% 53,932 $16.1M
Saraza Management, LP 5.22% Add +39.6% 52,500 $15.7M
Truist Financial Corp. 0.02% Add +0.9% 52,204 $15.6M
CW Advisors, LLC 0.25% Add +4.8% 51,894 $15.5M
Xponance LLC 0.16% Add +3.0% 51,791 $15.5M
Capital International Ltd. 0.71% Reduce -11.8% 51,655 $15.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -0.9% 51,237 $15.3M
Banco Santander, S.A. 0.19% Add +22.6% 51,040 $15.2M
Copeland Capital Management, LLC 0.28% Add +3.5% 50,664 $15.1M
AMF Tjanstepension AB 0.11% No change 50,153 $15.0M
Amalgamated Bank 0.13% Reduce -2.4% 50,034 $14.9M
MML Investors Services, LLC 0.06% Add +12.1% 49,945 $14.9M
Rafferty Asset Management, LLC 0.06% Add +6.7% 49,697 $14.8M
IFM Investors Pty Ltd 0.15% Add +2.2% 48,772 $14.6M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.85% No change 51,900 $14.5M
Flputnam Investment Management Co. 0.27% Add +1.4% 48,217 $14.4M
Penobscot Investment Management Company, Inc. 1.38% Add +2.5% 47,890 $14.3M
Badgley Phelps Wealth Managers, LLC 0.35% Reduce -2.4% 47,473 $14.2M
Capital International, Inc. 0.19% Reduce -0.8% 47,245 $14.1M
Tamar Securities, LLC 2.29% Add +23.6% 47,149 $14.1M
Van Eck Associates Corp. 0.02% Add +417.2% 46,814 $14.0M
Teachers Retirement System of the State of Kentucky 0.12% Reduce -0.2% 46,588 $13.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +58.8% 46,233 $13.8M
Waratah Capital Advisors Ltd. 0.84% Add +58.0% 46,131 $13.8M
Czech National Bank 0.15% Add +7.3% 44,451 $13.3M
Segment Wealth Management, LLC 0.98% Add +3.6% 44,322 $13.2M
Van Lanschot Kempen Investment Management N.V. 0.15% Reduce -15.6% 44,178 $13.2M
Brendel Financial Advisors LLC 8.38% New 44,151 $13.2M
Whittier Trust Co. 0.18% Reduce -0.9% 43,040 $12.8M
Quadrature Capital Ltd 0.21% New 42,893 $12.8M
Pinebridge Investments, L.P. 0.10% Add +101.2% 42,585 $12.7M
Mirae Asset Global Investments Co., Ltd. 0.06% Reduce -44.0% 42,647 $12.7M
Johnson Investment Counsel Inc. 0.13% Reduce -2.0% 41,496 $12.4M
Tiaa Trust, National Association 0.04% Add +3.2% 41,317 $12.3M
Creative Planning 0.01% Reduce -1.4% 41,227 $12.3M
Vision Capital Management, Inc. 1.82% Reduce -0.9% 41,089 $12.3M
Atika Capital Management LLC 1.40% Reduce -3.6% 40,500 $12.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.51% New 40,245 $12.0M
Dynamic Advisor Solutions LLC 0.38% Reduce -0.1% 40,080 $12.0M
KBC Group NV 0.04% Reduce -0.4% 39,842 $11.9M
Cresset Asset Management, LLC 0.05% Add +10.4% 39,643 $11.8M
Blair William & Co. 0.04% Reduce -0.1% 39,122 $11.7M
CCM Investment Advisers LLC 1.36% Add +1.0% 38,868 $11.6M
Utah Retirement Systems 0.14% Reduce -6.3% 38,634 $11.5M
Covea Finance 0.52% Reduce -5.1% 38,297 $11.4M
Focus Partners Wealth 0.04% Add +250.2% 36,854 $11.4M
Bluegrass Capital Partners LP 11.59% Add +31.0% 38,000 $11.3M
Sanctuary Advisors, LLC 0.08% — 36,987 $11.3M
Los Angeles Capital Management LLC 0.04% Add +5.6% 37,910 $11.3M
iA Global Asset Management Inc. 0.21% Add +174.7% 37,741 $11.3M
Chartwell Investment Partners, LLC 0.39% Add +0.1% 37,700 $11.3M
Robeco Institutional Asset Management B.V. 0.02% Reduce -57.7% 37,413 $11.2M
Calamos Wealth Management LLC 0.61% Add +27.1% 37,366 $11.2M
Granite Investment Partners, LLC 0.46% Add +33.8% 36,828 $11.0M
Quantbot Technologies LP 0.53% Add +166.0% 36,533 $10.9M
SG Americas Securities, LLC 0.07% Reduce -46.3% 36,530 $10.9M
Lakeridge Wealth Management LLC 6.55% Reduce -3.4% 36,490 $10.9M
Scotia Capital Inc. 0.06% Add +36.6% 36,379 $10.9M
Elevation Point Wealth Partners, LLC 0.86% Add +0.1% 36,186 $10.8M
Baldwin Wealth Partners LLC 0.84% Reduce -5.6% 35,948 $10.7M
Stratos Wealth Partners, LTD. 0.17% Reduce -0.8% 35,801 $10.7M
Northeast Investment Management 0.50% Reduce -1.9% 35,783 $10.7M
Clio Asset Management LLC 8.33% Reduce -0.3% 35,749 $10.7M
New York Life Investment Management LLC 0.11% Add +0.2% 35,654 $10.6M
M&G PLC 0.07% Add +46.6% 35,344 $10.5M
LS Investment Advisors, LLC 1.62% Reduce -2.6% 34,728 $10.4M
Atria Investments, Inc 0.13% Add +3.5% 34,679 $10.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.31% Reduce -29.3% 34,275 $10.2M
Appleton Partners Inc. 0.78% Add +1.4% 34,044 $10.2M
Bath Savings Trust Co 1.07% Reduce -0.8% 33,650 $10.0M
JLB & Associates Inc. 1.35% Reduce -0.1% 33,433 $10.0M
Hantz Financial Services, Inc. 0.19% Reduce -1.2% 33,335 $9.9M
Pathstone Holdings, LLC 0.04% Add +0.4% 33,045 $9.9M
O'shaughnessy Asset Management, LLC 0.10% Add +3.2% 32,891 $9.8M
Norris Perne & French LLP 0.70% New 32,317 $9.6M
Oppenheimer Asset Management Inc. 0.12% Add +3.5% 31,964 $9.5M
Mutual of America Capital Management LLC 0.10% Add +3.3% 31,882 $9.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +2.4% 30,607 $9.1M
Cibc World Markets Corp. 0.06% Add +27.2% 30,467 $9.1M
Graham Capital Management, L.P. 0.57% Add +1294.4% 30,286 $9.0M
First American Trust, FSB 0.90% Add +0.1% 30,088 $9.0M
First Trust Investment Solutions L.P. 1.25% Add +3.8% 29,713 $8.9M
FORA Capital, LLC 1.08% New 29,657 $8.9M
Parallel Advisors, LLC 0.22% Reduce -0.6% 29,019 $8.7M
Mattern Capital Management, LLC 1.20% Add +0.2% 29,010 $8.7M
Atom Investors LP 0.87% Add +82.1% 29,002 $8.7M
Avantax Advisory Services, Inc. 0.06% Add +368.2% 28,999 $8.7M
Toth Financial Advisory Corp. 1.10% Reduce -1.6% 28,986 $8.7M
Dividend Assets Capital, LLC 1.76% Add +5.5% 28,949 $8.6M
Welch & Forbes LLC 0.11% Add +0.2% 28,769 $8.6M
Asset Advisors Investment Management, LLC 0.93% Reduce -1.7% 28,548 $8.5M
Cibc World Market Inc. 0.02% Add +0.2% 28,284 $8.4M
J.P. Marvel Investment Advisors, LLC 1.34% No change 27,427 $8.2M
State of Alaska, Department of Revenue 0.09% Add +6.7% 27,254 $8.1M
Baxter Bros Inc. 1.06% Reduce -6.1% 27,197 $8.1M
Mather Group, Llc. 0.10% Add +1183.7% 22,875 $7.9M
Boothbay Fund Management, LLC 0.27% New 26,621 $7.9M
Teza Capital Management LLC 0.97% New 26,606 $7.9M
Girard Partners LTD. 0.75% Reduce -3.1% 26,509 $7.9M
Kenora Financial, LLC 3.31% Reduce -0.5% 26,500 $7.9M
Carderock Capital Management Inc. 2.05% Reduce -0.8% 26,289 $7.8M
Stokes Capital Advisors, LLC 2.16% Add +5.6% 26,030 $7.8M
Daiwa Securities Group Inc. 0.04% Reduce -7.3% 26,008 $7.8M
Boston Family Office LLC 0.55% Reduce -3.1% 25,763 $7.7M
Mission Wealth Management, LP 0.21% Add +5.0% 25,744 $7.7M
Daymark Wealth Partners, LLC 0.35% Reduce -0.2% 25,536 $7.6M
Kestra Advisory Services, LLC 0.04% Add +6.2% 26,259 $7.6M
Barr E S & Co. 0.49% Reduce -0.2% 25,177 $7.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 25,057 $7.5M
Edgestream Partners, L.P. 0.36% Add +5.5% 24,953 $7.4M
Financial Counselors Inc. 0.12% Add +2.8% 24,508 $7.3M
PGGM Investments 0.10% Add +10.3% 24,301 $7.3M
Beacon Pointe Advisors, LLC 0.09% Add +3.5% 24,231 $7.2M
Thrivent Financial for Lutherans 0.01% Reduce -0.6% 24,037 $7.2M
KP Management LLC 2.70% No change 24,000 $7.2M
Wendell David Associates Inc. 0.73% No change 23,919 $7.1M
Sagefield Capital LP 0.75% Reduce -12.9% 23,685 $7.1M
Stephens Inc. 0.11% Reduce -1.4% 23,271 $6.9M
Adams Natural Resources Fund, Inc. 1.01% No change 23,100 $6.9M
Mediolanum International Funds Ltd 0.11% Add +48.9% 24,770 $6.9M
Vantage Investment Partners, LLC 0.62% Reduce -5.2% 22,842 $6.8M
Intech Investment Management LLC 0.08% Add +83.2% 22,749 $6.8M
Captrust Financial Advisors 0.02% Add +11.0% 22,339 $6.7M
Westwood Holdings Group Inc. 0.05% No change 22,268 $6.6M
Pittenger & Anderson Inc. 0.27% Add +2.7% 22,215 $6.6M
Pacer Advisors, Inc. 0.02% Add +20.8% 22,190 $6.6M
Bensler, LLC 0.89% Add +6.9% 22,160 $6.6M
Orion Porfolio Solutions, LLC 0.07% Reduce -55.7% 21,986 $6.6M
Orion Portfolio Solutions, LLC 0.07% Reduce -55.7% 21,986 $6.6M
Peninsula Asset Management Inc. 3.60% Reduce -0.3% 21,910 $6.5M
Wealthfront Advisers LLC 0.02% Reduce -4.0% 21,908 $6.5M
Commerce Bank 0.04% Reduce -33.8% 21,881 $6.5M
Sit Investment Associates Inc. 0.15% Reduce -3.7% 21,774 $6.5M
Quantinno Capital Management LP 0.12% Add +5.4% 21,610 $6.4M
Clearstead Advisors, LLC 0.11% Add +42.5% 21,332 $6.4M
Metis Global Partners, LLC 0.22% Add +15.0% 21,123 $6.3M
HM Payson & Co. 0.11% Reduce -1.6% 21,121 $6.3M
HB Wealth Management, LLC 0.07% Add +2.4% 21,120 $6.3M
Elo Mutual Pension Insurance Co 0.15% Reduce -5.2% 21,064 $6.3M
Tredje AP-fonden 0.06% Reduce -60.3% 20,700 $6.2M
Ethic Inc. 0.14% Add +7.0% 20,611 $6.2M
Mizuho Markets Americas LLC 0.17% Reduce -38.3% 20,549 $6.1M
Bancreek Capital Management, LP 4.77% Add +1.4% 20,486 $6.1M
Dorsey & Whitney Trust CO LLC 0.42% Add +1.0% 20,340 $6.1M
Ravenstone Capital Management Inc. 4.04% Reduce -0.4% 20,315 $6.1M
AIA Group Ltd 0.17% Add +23.7% 20,039 $6.0M
Oregon Public Employees Retirement Fund 0.12% Reduce -0.5% 20,032 $6.0M
RFG Advisory, LLC 0.19% Reduce -5.5% 20,025 $6.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +5225.9% 19,919 $5.9M
Brant Point Investment Management LLC 1.39% Reduce -0.3% 19,850 $5.9M
Orange Investment Advisors, Inc. 0.77% Reduce -2.5% 19,728 $5.9M
Lido Advisors, LLC 0.05% Add +6.4% 19,495 $5.8M
Gulf International Bank (UK) Ltd 0.15% Reduce -8.3% 19,483 $5.8M
Welch Group, LLC 0.28% Add +3.1% 19,472 $5.8M
Peregrine Asset Advisers, Inc. 2.29% No change 19,428 $5.8M
Private Advisor Group, LLC 0.04% Add +73.7% 19,425 $5.8M
Regions Financial Corp. 0.04% Add +0.1% 19,421 $5.8M
Barings LLC 0.14% Reduce -36.5% 19,271 $5.8M
Aptus Capital Advisors, LLC 0.11% Add +21.9% 19,262 $5.7M
Threadgill Financial, LLC 2.67% Reduce -1.4% 19,053 $5.7M
Mercer Global Advisors Inc. 0.02% Reduce -1.1% 17,378 $5.7M
Financial & Tax Architects, LLC 1.51% Add +7.1% 18,884 $5.6M
Kingfisher Capital LLC 1.32% Reduce -0.6% 18,814 $5.6M
Stone Run Capital, LLC 2.22% Reduce -2.1% 18,655 $5.6M
Bridgewater Associates 0.03% Add +36.2% 18,491 $5.5M
Envestnet Portfolio Solutions, Inc. 0.02% Add +7.8% 18,412 $5.5M
Polar Asset Management Partners Inc. 0.21% Reduce -35.5% 18,400 $5.5M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.06% — 18,383 $5.5M
Maryland State Retirement & Pension System 0.10% Reduce -1.3% 18,279 $5.5M
Achmea Investment Management B.V. 0.10% No change 18,234 $5.4M
CenterBook Partners LP 0.34% Add +113.1% 18,088 $5.4M
Vanguard Personalized Indexing Management, LLC 0.10% Add +4.1% 18,184 $5.4M
Mizuho Securities USA LLC 0.12% New 17,982 $5.4M
Greenleaf Trust 0.05% Reduce -1.2% 17,936 $5.4M
Illinois Municipal Retirement Fund 0.08% No change 17,836 $5.3M
Kentucky Retirement Systems 0.15% Reduce -1.7% 17,578 $5.2M
Financial Enhancement Group LLC 0.84% Add +1.2% 14,935 $5.2M
Cinctive Capital Management LP 0.28% Reduce -25.4% 17,513 $5.2M
Ancora Advisors LLC 0.13% Reduce -3.0% 17,492 $5.2M
Anchor Investment Management, LLC 0.54% Add +0.8% 17,441 $5.2M
Qsemble Capital Management, LP 0.99% New 17,426 $5.2M
HighPoint Advisor Group LLC 0.31% Add +65.0% 14,760 $5.2M
Palestra Capital Management LLC 0.20% Add +54.7% 17,191 $5.1M
Advisors Asset Management, Inc. 0.10% Reduce -8.2% 17,172 $5.1M
MBB Public Markets I LLC 0.10% Add +1536.9% 16,942 $5.1M
Central Bank & Trust Co. 0.70% Reduce -6.8% 16,929 $5.1M
Townsquare Capital LLC 0.07% Add +4.0% 16,898 $5.0M
Fuller & Thaler Asset Management, Inc. 0.02% Add +3.5% 16,890 $5.0M
Mullaney, Keating & Wright, Inc. 3.84% — 16,581 $4.9M
Burney Co./ 0.19% Reduce -5.5% 16,547 $4.9M
CFM Wealth Partners LLC 0.91% Reduce -0.5% 16,528 $4.9M
Torray Investment Partners LLC 0.74% Add +0.9% 16,500 $4.9M
Brevan Howard Capital Management LP 0.33% Add +57.3% 16,414 $4.9M
Avanda Investment Management Pte. Ltd. 0.74% Reduce -28.8% 16,391 $4.9M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 16,200 $4.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.38% Reduce -4.6% 16,338 $4.8M
Palisade Capital Management, LP 0.15% No change 16,075 $4.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -55.7% 16,044 $4.8M
Onex Canada Asset Management Inc. 0.54% Reduce -1.1% 15,920 $4.8M
TD Waterhouse Canada Inc. 0.04% Add +2.1% 15,905 $4.7M
Whittier Trust Co. of Nevada Inc. 0.13% Reduce -2.6% 15,487 $4.6M
Gabelli Funds LLC 0.04% Add +1.3% 15,425 $4.6M
Sitrin Capital Management LLC 2.41% Add +9.5% 15,218 $4.5M
Fishman Jay A Ltd. 0.48% Add +0.4% 15,189 $4.5M
Advisors Capital Management, LLC 0.08% Add +5.0% 14,986 $4.5M
Hartford Investment Management Co. 0.15% Reduce -1.8% 14,957 $4.5M
Prospera Financial Services Inc 0.12% Add +51.4% 14,896 $4.4M
Keel Point, LLC 0.40% Reduce -5.9% 12,734 $4.4M
Summit Financial, LLC 0.20% Add +153.8% 14,801 $4.4M
MSH Capital Advisors LLC 1.46% Reduce -1.6% 14,682 $4.4M
Point72 Hong Kong Ltd 0.27% Add +61.2% 14,666 $4.4M
Thompson Siegel & Walmsley LLC 0.07% New 14,647 $4.4M
Tidal Investments LLC 0.06% Reduce -20.1% 14,586 $4.4M
Sapient Capital LLC 0.09% Add +0.2% 14,503 $4.3M
Northwest & Ethical Investments L.P. 0.12% New 14,496 $4.3M
Prime Capital Investment Advisors, LLC 0.06% Reduce -13.7% 14,422 $4.3M
Cozad Asset Management Inc. 0.43% Reduce -44.7% 14,360 $4.3M
Synovus Financial Corp. 0.06% Add +2.2% 14,357 $4.3M
Stock Yards Bank & Trust Co. 0.14% Reduce -3.6% 14,351 $4.3M
QRG Capital Management, Inc. 0.05% Add +2.8% 14,292 $4.3M
Crossmark Global Holdings, Inc. 0.08% Add +2.5% 14,234 $4.2M
Broadleaf Partners, LLC 1.03% Reduce -32.2% 14,231 $4.2M
Plato Investment Management Ltd 0.39% Add +12.8% 14,076 $4.2M
NewEdge Wealth, LLC 0.09% Reduce -5.3% 14,046 $4.2M
Ameritas Advisory Services, LLC 0.16% Add +0.1% 13,938 $4.2M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Reduce -32.3% 13,936 $4.2M
Kelly Financial Services LLC 1.48% Add +0.0% 13,907 $4.2M
Vinva Investment Management Ltd 0.21% Reduce -8.7% 13,938 $4.1M
First National Bank of Mount Dora, Trust Investment Services 0.99% Add +35.5% 13,733 $4.1M
Snowden Capital Advisors LLC 0.12% Add +0.8% 13,691 $4.1M
Montag & Caldwell, LLC 0.82% Reduce -23.5% 13,596 $4.1M
Transamerica Financial Advisors, LLC 0.43% No change 13,580 $4.1M
Beese Fulmer Investment Management, Inc. 0.37% Reduce -1.0% 13,559 $4.0M
Core Alternative Capital 0.81% Reduce -8.8% 13,551 $4.0M
Securian Asset Management, Inc. 0.12% Reduce -3.1% 13,413 $4.0M
Wills Financial Group, Inc. 1.84% Add +4.4% 13,384 $4.0M
Eukles Asset Management 1.71% Add +0.3% 13,211 $3.9M
Louisiana State Employees Retirement System 0.08% Reduce -3.6% 13,200 $3.9M
LBP Am SA 0.16% Add +147.9% 13,172 $3.9M
Slow Capital, Inc. 0.64% Reduce -5.3% 13,167 $3.9M
Meiji Yasuda Asset Management Co Ltd. 0.16% Reduce -28.6% 13,080 $3.9M
Chesley Taft & Associates LLC 0.19% Reduce -3.6% 12,984 $3.9M
NORTHSTAR ASSET MANAGEMENT Co 0.93% Reduce -0.9% 12,919 $3.9M
Roundview Capital LLC 0.30% Add +2.4% 12,918 $3.9M
Swiss Life Asset Management Ltd 0.05% Reduce -15.5% 12,861 $3.8M
Great Lakes Advisors, LLC 0.03% Add +47.3% 12,827 $3.8M
Crestline Management, L.P. 0.30% Add +22.4% 12,800 $3.8M
Financial Gravity Asset Management, Inc. 0.95% No change 12,763 $3.8M
AustralianSuper Pty Ltd 0.02% Add +9.0% 12,702 $3.8M
Suncoast Equity Management 0.42% Add +5.0% 12,656 $3.8M
LGT Fund Management Co Ltd. 0.47% Add +440.8% 12,654 $3.8M
Beaird Harris Wealth Management, LLC 0.35% Reduce -0.7% 12,570 $3.8M
Axq Capital, LP 0.87% Add +346.0% 12,488 $3.7M
Haverford Trust Co 0.04% Reduce -0.0% 12,449 $3.7M
Insight Wealth Strategies, LLC 0.53% Add +9.0% 12,433 $3.7M
Longbow Finance SA 0.38% Reduce -5.1% 12,431 $3.7M
Iyo Bank, Ltd. 1.30% No change 12,320 $3.7M
Credit Agricole S A 0.02% Reduce -30.9% 12,294 $3.7M
Condor Capital Management 0.35% Reduce -2.1% 12,225 $3.6M
Federation des caisses Desjardins du Quebec 0.02% Add +12.9% 12,126 $3.6M
Buckingham Strategic Wealth, LLC 0.04% Reduce -21.1% 12,046 $3.6M
Independent Advisor Alliance 0.12% Reduce -1.1% 12,035 $3.6M
Carlson Capital Management 0.17% Reduce -19.3% 11,995 $3.6M
Freestone Capital Holdings, LLC 0.13% Add +3.8% 11,929 $3.6M
Angeles Wealth Management, LLC 0.33% Reduce -2.0% 11,925 $3.6M
New Mexico Educational Retirement Board 0.12% No change 11,863 $3.5M
Seascape Capital Management 1.32% Add +2.8% 11,824 $3.5M
UNIVEST FINANCIAL Corp 0.98% Reduce -2.6% 11,821 $3.5M
Capital Planning Advisors, LLC 0.60% Reduce -0.5% 11,774 $3.5M
Advisory Services Network, LLC 0.07% Reduce -24.7% 11,689 $3.5M
Luminus Management LLC 2.26% New 11,625 $3.5M
Smithbridge Asset Management Inc. 0.71% Reduce -14.9% 11,482 $3.4M
Paragon Private Wealth Management, LLC 1.93% Add +50.1% 11,465 $3.4M
Private Trust Co. NA 0.37% Reduce -6.9% 11,374 $3.4M
UMB Bank, n.a. 0.06% Add +1.2% 11,322 $3.4M
Motley Fool Asset Management LLC 0.22% Add +29.0% 11,369 $3.4M
Magnetar Financial LLC 0.08% New 11,257 $3.4M
Concurrent Investment Advisors, LLC 0.11% Add +9.5% 11,250 $3.4M
East Coast Asset Management, LLC. 1.22% Reduce -0.5% 11,248 $3.4M
Sompo Asset Management Co., Ltd. 0.57% Reduce -5.0% 11,240 $3.4M
Mgo One Seven LLC 0.16% Add +0.7% 11,148 $3.3M
Heritage Trust Co 0.44% Reduce -1.7% 11,143 $3.3M
Bleakley Financial Group, LLC 0.10% Add +0.5% 11,119 $3.3M
Simplicity Wealth,LLC 0.07% Add +0.7% 11,115 $3.3M
Legacy Financial Strategies, LLC 0.79% Add +9.1% 11,121 $3.3M
Marble Harbor Investment Counsel, LLC 0.39% Add +3.1% 11,059 $3.3M
Ameritas Investment Partners, Inc. 0.11% Reduce -1.6% 10,998 $3.3M
Bryn Mawr Trust Advisors, LLC 0.18% Add +1.5% 10,784 $3.3M
Capital Group Investment Management Pte. LTD. 0.70% Reduce -13.2% 10,874 $3.2M
Ieq Capital, LLC 0.04% Add +8.1% 10,810 $3.2M
Zions Bancorporation, N.A. 0.26% Reduce -4.0% 10,739 $3.2M
Texas Yale Capital Corp. 0.15% Add +0.3% 10,696 $3.2M
SevenBridge Financial Group, LLC 0.70% Add +3.9% 9,263 $3.2M
Robertson Stephens Wealth Management, LLC 0.17% Reduce -9.9% 10,675 $3.2M
McDonald Partners LLC 0.85% Add +0.2% 10,594 $3.2M
E. Ohman J:or Asset Management AB 0.08% Add +5.0% 10,500 $3.1M
Community Trust & Investment Co. 0.21% New 10,411 $3.1M
Brown Brothers Harriman & Co. 0.02% Reduce -0.7% 10,403 $3.1M
Eos Management, L.P. 1.21% No change 10,302 $3.1M
Gilder Gagnon Howe & Co. LLC 0.04% Add +5.9% 10,242 $3.1M
Robbins Farley 1.62% Add +6.0% 10,202 $3.0M
Nichols & Pratt Advisers LLP 0.20% Reduce -3.5% 10,158 $3.0M
Manning & Napier Advisors LLC 0.03% — 10,114 $3.0M
Shellback Capital, LP 0.22% Reduce -62.7% 10,000 $3.0M
Rakuten Investment Management, Inc. 0.02% Add +57.0% 10,044 $3.0M
Campbell & CO Investment Adviser LLC 0.25% Add +114.8% 9,986 $3.0M
ICW Investment Advisors LLC 1.35% Reduce -1.4% 9,932 $3.0M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -17.0% 9,930 $3.0M
Tower Research Capital LLC (TRC) 0.05% Reduce -16.2% 9,860 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -5.9% 9,756 $2.9M
Glen Eagle Advisors, LLC 0.53% Add +0.2% 9,632 $2.9M
Fisher Asset Management 0.00% Add +5.4% 9,621 $2.9M
Occudo Quantitative Strategies LP 0.51% Add +110.8% 9,615 $2.9M
IAM Advisory, LLC 0.78% No change 9,600 $2.9M
Atria Wealth Solutions, Inc. 0.03% Add +24.0% 9,596 $2.9M
K.J. Harrison & Partners Inc 0.47% Reduce -38.7% 9,585 $2.9M
Clear Rock Advisors, LLC 1.21% Add +5.9% 9,511 $2.8M
Freedom Day Solutions, LLC 0.94% Add +3.6% 9,360 $2.8M
Deane Retirement Strategies, Inc. 1.42% New 9,348 $2.8M
Tokio Marine Asset Management Co. Ltd. 0.13% Reduce -0.9% 9,277 $2.8M
Moors & Cabot, Inc. 0.15% Reduce -0.3% 9,276 $2.8M
Griffin Asset Management, Inc. 0.32% Add +0.1% 9,270 $2.8M
Cyndeo Wealth Partners, LLC 0.22% Add +5.3% 9,238 $2.8M
CreativeOne Wealth, LLC 0.14% Reduce -5.4% 9,209 $2.7M
NBT Bank, N.A. 0.19% Reduce -25.9% 9,133 $2.7M
Ossiam 0.05% Add +6.2% 9,066 $2.7M
Capital Analysts, LLC 0.12% Add +9.6% 8,985 $2.7M
National Philanthropic Trust 0.05% Reduce -0.1% 8,974 $2.7M
University of Texas/Texas Am Investment Management Co. 0.52% New 8,956 $2.7M
L. Roy Papp & Associates, LLP 0.32% Reduce -2.2% 8,950 $2.7M
Pinnacle Wealth Planning Services, Inc. 0.38% Reduce -0.6% 8,939 $2.7M
Vident Advisory, LLC 0.07% Add +313.9% 8,931 $2.7M
Azzad Asset Management Inc. 0.31% Add +0.0% 8,895 $2.7M
New Hampshire Trust 0.60% No change 8,873 $2.6M
Curran Financial Partners, LLC 0.88% Reduce -2.7% 8,864 $2.6M
NewEdge Advisors, LLC 0.02% Reduce -43.4% 8,852 $2.6M
Strategic Global Advisors, LLC 0.55% Add +1.9% 8,845 $2.6M
Cim, LLC 0.40% Add +2.2% 7,322 $2.6M
Eisler Capital (US) LLC 0.50% New 8,800 $2.6M
Raymond James Trust N.A. 0.06% Add +0.6% 8,790 $2.6M
Y-Intercept (Hong Kong) Ltd 0.14% New 8,714 $2.6M
Peak Financial Advisors LLC 1.49% Add +2.9% 8,677 $2.6M
Epoch Investment Partners, Inc. 0.01% No change 8,613 $2.6M
Adell Harriman & Carpenter Inc. 0.20% Reduce -16.9% 8,606 $2.6M
Nomura Holdings Inc. 0.02% Add +357.7% 8,605 $2.6M
Oppenheimer & Co. Inc. 0.04% Reduce -2.0% 8,554 $2.6M
Siemens Fonds Invest GmbH 0.19% Add +1.3% 8,523 $2.5M
OMERS ADMINISTRATION Corp 0.02% New 8,448 $2.5M
Vestmark Advisory Solutions, Inc. 0.11% Add +0.1% 8,443 $2.5M
Geller Advisors LLC 0.18% No change 8,349 $2.5M
American Trust 0.20% Reduce -6.1% 8,328 $2.5M
Choreo, LLC 0.04% New 8,321 $2.5M
TAP Consulting, LLC 0.52% Reduce -0.4% 8,248 $2.5M
U.S. Capital Wealth Advisors, LLC 0.09% Reduce -2.2% 8,205 $2.4M
Zurich Insurance Group Ltd 0.02% No change 8,200 $2.4M
Mosaic Advisors LLC 1.96% No change 8,141 $2.4M
GAMCO Investors 0.03% Add +0.4% 8,117 $2.4M
NEOS Investment Management LLC 0.10% Add +36.4% 8,025 $2.4M
Empirical Finance, LLC 0.15% Reduce -6.8% 8,022 $2.4M
Thoroughbred Financial Services, LLC 0.16% Add +824.5% 7,997 $2.4M
Seven Eight Capital, LP 0.25% New 7,940 $2.4M
Public Sector Pension Investment Board 0.01% Add +84.9% 7,880 $2.4M
Crescent Grove Advisors, LLC 0.26% No change 7,834 $2.3M
Transcend Capital Advisors, LLC 0.17% Add +24.1% 7,805 $2.3M
Twin Capital Management Inc. 0.27% Add +11.1% 7,796 $2.3M
Walleye Trading LLC 0.05% Add +251.2% 7,789 $2.3M
IFP Advisors, Inc 0.09% Reduce -0.6% 7,777 $2.3M
Jones Financial Companies LLLP 0.00% Add +908.8% 7,727 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +7.6% 7,692 $2.3M
Global Wealth Strategies & Associates 0.82% No change 7,680 $2.3M
CFS Investment Advisory Services, LLC 0.18% New 7,638 $2.3M
Gsa Capital Partners LLP 0.16% Reduce -1.3% 7,631 $2.3M
Cypress Capital Group 0.27% Reduce -1.8% 7,594 $2.3M
AMG National Trust Bank 0.06% Reduce -0.1% 7,568 $2.3M
AE Wealth Management LLC 0.02% Add +0.8% 7,558 $2.3M
Cwm, LLC 0.01% Add +8.6% 7,542 $2.3M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +7.3% 7,532 $2.2M
Monetary Management Group Inc. 0.59% No change 7,528 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.15% Reduce -3.2% 7,524 $2.2M
Thompson Davis & Co., Inc. 1.94% No change 7,500 $2.2M
Walnut Level Capital LLC 1.52% New 7,500 $2.2M
Assetmark, Inc. 0.01% Add +12.3% 7,495 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -0.6% 7,423 $2.2M
First Trust Direct Indexing L.P. 0.14% Add +13.6% 7,415 $2.2M
D.A. Davidson & Co. 0.02% Add +5.4% 7,397 $2.2M
Moody LYNN Lieberson & Walker, LLC 0.14% Reduce -24.3% 7,387 $2.2M
Eads & Heald Wealth Management 1.05% Reduce -1.4% 7,291 $2.2M
Kestra Private Wealth Services, LLC 0.04% Add +4.3% 7,212 $2.2M
Alberta Investment Management Corp 0.02% Add +30.9% 7,200 $2.1M
Mitchell & Pahl Private Wealth, LLC 1.12% Add +0.2% 7,119 $2.1M
AlphaQuest LLC 0.29% Add +23.2% 7,109 $2.1M
Morse Asset Management, Inc 0.52% Reduce -0.8% 7,057 $2.1M
StoneX Group Inc. 0.17% Reduce -7.8% 7,030 $2.1M
Legato Capital Management LLC 0.27% Reduce -18.0% 6,835 $2.0M
Stableford Capital II LLC 0.79% Add +10.9% 6,185 $2.0M
Cannell & Spears LLC 0.04% No change 6,715 $2.0M
Ritholtz Wealth Management 0.07% Reduce -22.9% 6,608 $2.0M
Parallax Volatility Advisers, L.P. 0.06% Add +1549.9% 6,550 $2.0M
Principal Securities, Inc. 0.05% Add +25.0% 6,533 $1.9M
Linden Thomas Advisory Services, LLC 0.30% Add +0.9% 6,532 $1.9M
Pitcairn Co. 0.12% Reduce -9.4% 6,515 $1.9M
CORDA Investment Management, LLC. 0.16% No change 6,465 $1.9M
Weatherly Asset Management L. P. 0.18% Reduce -1.9% 6,450 $1.9M
Albert D Mason Inc. 1.29% Add +0.2% 6,412 $1.9M
Jefferies Financial Group Inc. 0.04% Reduce -66.3% 6,402 $1.9M
Park National Corp. 0.07% Reduce -8.5% 6,390 $1.9M
Arax Advisory Partners 0.19% Add +6.4% 6,381 $1.9M
SouthState Bank Corp 0.14% Add +311.1% 6,310 $1.9M
Steward Partners Investment Advisory, LLC 0.02% Add +0.8% 6,308 $1.9M
Investment Management Corp of Ontario 0.05% Add +28.6% 6,291 $1.9M
Strategic Blueprint, LLC 0.13% Add +2.5% 6,226 $1.9M
Dagco, Inc. 0.81% Reduce -1.6% 6,108 $1.8M
Argent Trust Co 0.08% Reduce -4.0% 6,108 $1.8M
Value Partners Investments Inc. 0.16% Add +18.7% 6,102 $1.8M
Landscape Capital Management, L.L.C. 0.15% Reduce -34.0% 6,058 $1.8M
Hancock Whitney Corp. 0.06% Add +0.3% 6,055 $1.8M
Vise Technologies, Inc. 0.32% Reduce -10.1% 6,050 $1.8M
Jump Financial, LLC 0.04% Reduce -75.5% 6,029 $1.8M
Pacific Global Investment Management Co. 0.34% Reduce -24.5% 6,020 $1.8M
Sumitomo Life Insurance Co. 0.04% Reduce -11.6% 6,014 $1.8M
Horizon Investments, LLC 0.05% Reduce -2.3% 5,962 $1.8M
CENTRAL TRUST Co 0.04% Reduce -3.3% 5,911 $1.8M
Strong Tower Advisory Services 0.58% Add +17.1% 5,905 $1.8M
Woodstock Corp. 0.18% Add +8.4% 5,897 $1.8M
Brookstone Capital Management 0.03% Add +13.2% 5,355 $1.7M
Caprock Group, LLC 0.07% Add +68.4% 5,818 $1.7M
Profund Advisors LLC 0.06% Reduce -6.8% 5,800 $1.7M
PFG Advisors 0.12% Reduce -1.1% 5,790 $1.7M
Fortem Financial Group, LLC 0.73% Reduce -0.4% 5,711 $1.7M
KCM Investment Advisors LLC 0.06% Reduce -4.3% 5,644 $1.7M
Benjamin Edwards Inc. 0.32% Reduce -0.8% 5,605 $1.7M
Fiduciary Trust Co 0.03% Reduce -0.4% 5,603 $1.7M
Palumbo Wealth Management LLC 0.71% Add +15.2% 5,601 $1.7M
Advisory Alpha, LLC 0.07% Add +0.7% 5,585 $1.7M
Lake Street Advisors Group, LLC 0.08% Reduce -2.6% 5,564 $1.7M
West Oak Capital, LLC 0.67% Reduce -2.5% 5,559 $1.7M
Amica Mutual Insurance Co. 0.16% No change 5,516 $1.6M
Peapack Gladstone Financial Corp. 0.03% Add +20.6% 5,465 $1.6M
Equitable Trust Co. 0.11% Reduce -0.5% 5,459 $1.6M
Independent Family Office, LLC 0.93% Reduce -24.1% 5,450 $1.6M
Claret Asset Management Corp 0.29% Reduce -21.6% 5,441 $1.6M
Two Sigma Securities, LLC 0.08% Add +239.9% 5,438 $1.6M
Exencial Wealth Advisors, LLC 0.06% Reduce -45.6% 5,330 $1.6M
Stiles Financial Services Inc 0.61% Add +14.4% 5,316 $1.6M
IHT Wealth Management, LLC 0.06% Add +3.9% 5,231 $1.6M
Gotham Asset Management 0.02% Reduce -74.8% 5,229 $1.6M
Rockland Trust Co. 0.08% Reduce -2.1% 5,212 $1.6M
Cassaday & Co Wealth Management LLC 0.05% Add +0.6% 5,189 $1.5M
GPS Wealth Strategies Group, LLC 0.23% Reduce -1.9% 5,179 $1.5M
Signaturefd, LLC 0.03% Reduce -2.6% 5,179 $1.5M
Bank of Nova Scotia Trust Co. 0.17% Add +73.6% 5,168 $1.5M
Stoneridge Investment Partners LLC 0.58% New 5,163 $1.5M
Lynch & Associates 0.35% Add +10.3% 5,154 $1.5M
Fairbanks Capital Management, Inc. 1.01% Add +2.4% 5,144 $1.5M
Stablepoint Partners, LLC 0.30% Reduce -1.0% 4,334 $1.5M
Fulton Bank, N.A. 0.06% Reduce -3.4% 5,061 $1.5M
Meeder Advisory Services, Inc. 0.11% Add +29.2% 5,032 $1.5M
Diversified Trust Co. 0.04% Add +7.8% 5,009 $1.5M
GeoWealth Management, LLC 0.06% Add +17.4% 4,969 $1.5M
Empowered Funds, LLC 0.03% Add +16.8% 4,961 $1.5M
Cornerstone Advisors, LLC 0.06% Reduce -24.6% 4,900 $1.5M
Kensington Investment Counsel, LLC 0.64% Add +0.3% 4,871 $1.5M
Ostrum Asset Management 0.13% Add +17.1% 4,865 $1.5M
Leavell Investment Management, Inc. 0.08% Add +86.5% 4,844 $1.4M
Vestcor Inc 0.05% No change 4,846 $1.4M
New England Research & Management, Inc. 0.69% Add +291.8% 4,800 $1.4M
Cabot Wealth Management Inc. 0.19% Reduce -0.2% 4,795 $1.4M
CHICAGO TRUST Co NA 0.29% Add +5.2% 4,743 $1.4M
Kesler, Norman & Wride, LLC 0.30% Reduce -17.4% 4,683 $1.4M
Integrated Advisors Network LLC 0.07% Reduce -1.0% 4,656 $1.4M
Waverly Advisors, LLC 0.03% Add +371.1% 4,650 $1.4M
Everpar Advisors LLC 0.68% Add +41.4% 4,582 $1.4M
CX Institutional 0.06% Add +6.4% 4,580 $1.4M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.51% Reduce -0.5% 4,519 $1.3M
Ergawealth Advisors, Inc. 0.73% No change 4,500 $1.3M
Park Avenue Securities LLC 0.02% Add +3.2% 4,470 $1.3M
Corbyn Investment Management Inc. 0.61% Reduce -0.4% 4,468 $1.3M
Qtron Investments LLC 0.19% No change 4,460 $1.3M
First Hawaiian Bank 0.04% Reduce -38.9% 4,450 $1.3M
Coldstream Capital Management Inc. 0.03% Reduce -12.2% 4,429 $1.3M
United Capital Financial Advisors, LLC 0.01% Reduce -5.3% 4,376 $1.3M
Aft, Forsyth & Sober, LLC 0.45% No change 4,375 $1.3M
Kirtland Hills Capital Management, LLC 1.09% Reduce -0.1% 4,369 $1.3M
Apollon Wealth Management, LLC 0.04% Add +10.6% 4,344 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.51% Add +3.3% 4,339 $1.3M
Frank, Rimerman Advisors LLC 0.09% Add +47911.1% 4,321 $1.3M
Sfm, LLC 0.96% Reduce -1.6% 4,284 $1.3M
Fidato Wealth LLC 1.13% Add +0.2% 4,279 $1.3M
MPS Loria Financial Planners, LLC 0.41% Reduce -35.0% 4,257 $1.3M
Nebula Research & Development LLC 0.21% Add +24.1% 4,247 $1.3M
Resources Management Corp. /CT/ 0.18% Add +0.6% 4,241 $1.3M
Compound Planning, Inc. 0.09% Add +10.2% 4,221 $1.3M
Blueshift Asset Management, LLC 0.41% Add +89.0% 4,142 $1.2M
Sandy Spring Bank 0.05% Reduce -1.2% 4,120 $1.2M
Fortis Group Advisors, LLC 0.24% No change 4,118 $1.2M
Acima Private Wealth, LLC 0.45% No change 4,110 $1.2M
Citizens Financial Group Inc. 0.03% Add +12.7% 4,105 $1.2M
Ellsworth Advisors, LLC 0.34% Add +0.1% 4,053 $1.2M
Groesbeck Investment Management Corp. 1.66% No change 4,015 $1.2M
Hohimer Wealth Management, LLC 0.28% Add +54.0% 4,009 $1.2M
Chatham Capital Group, Inc. 0.21% Add +1.0% 4,006 $1.2M
Chiron Capital Management, LLC 1.14% Reduce -20.0% 4,000 $1.2M
Wolverine Asset Management LLC 0.12% Reduce -42.9% 4,000 $1.2M
Ballentine Partners, LLC 0.02% Add +17.3% 3,995 $1.2M
Old National Bancorp 0.03% Add +14.5% 3,982 $1.2M
Aviso Financial Inc. 0.07% — 3,935 $1.2M
Institute for Wealth Management, LLC. 0.16% Add +4.7% 3,923 $1.2M
Machina Capital S.A.S. 0.52% Reduce -47.6% 3,904 $1.2M
Prudential PLC 0.01% No change 3,903 $1.2M
Avior Wealth Management, LLC 0.05% Reduce -18.5% 3,900 $1.2M
Cortland Associates Inc. 0.15% No change 3,900 $1.2M
London Co. of Virginia 0.01% No change 3,900 $1.2M
EP Wealth Advisors, LLC 0.01% Add +4.5% 3,896 $1.2M
Kohmann Bosshard Financial Services, LLC 0.16% No change 3,878 $1.2M
Headlands Technologies LLC 0.12% New 3,870 $1.2M
Nippon Life Global Investors Americas, Inc. 0.05% Add +113.8% 3,870 $1.2M
Bahl & Gaynor LLC 0.01% Reduce -1.1% 3,797 $1.1M
Cohen Klingenstein LLC 0.04% No change 3,795 $1.1M
Triton Financial Group Inc 0.78% Reduce -1.2% 3,742 $1.1M
HBK Sorce Advisory LLC 0.04% Add +0.2% 3,738 $1.1M
TD Private Client Wealth LLC 0.03% Add +30.4% 3,711 $1.1M
Focus Financial Network, Inc. 0.05% Add +4.3% 3,387 $1.1M
First National Bank Sioux Falls 0.57% No change 3,681 $1.1M
Knollwood Investment Advisory, LLC 0.12% Add +21.5% 3,669 $1.1M
Legacy Advisors, LLC 0.13% New 3,667 $1.1M
First Pacific Financial 0.28% Add +4.7% 3,666 $1.1M
Glenview Trust Co 0.02% Reduce -1.9% 3,640 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -3.6% 3,624 $1.1M
Pettyjohn, Wood & White, Inc. 0.21% Add +8.6% 3,607 $1.1M
Trust Co. of Oklahoma 0.38% Reduce -1.5% 3,606 $1.1M
Nikulski Financial, Inc. 0.34% Add +11.1% 3,593 $1.1M
Cordatus Wealth Management LLC 0.40% New 3,581 $1.1M
Sunbelt Securities, Inc. 0.11% Reduce -2.6% 3,580 $1.1M
Massachusetts Wealth Management 0.72% No change 3,575 $1.1M
Wedbush Securities Inc. 0.04% Add +22.3% 3,572 $1.1M
Burke & Herbert Bank & Trust Co. 0.26% Reduce -0.3% 3,570 $1.1M
Flagship Harbor Advisors, LLC 0.06% Reduce -13.1% 3,502 $1.0M
Triangle Securities Wealth Management 0.29% No change 3,488 $1.0M
Spirepoint Private Client, LLC 0.15% Add +0.5% 3,487 $1.0M
17 Capital Partners, LLC 0.73% New 3,454 $1.0M
Astoria Portfolio Advisors LLC. 0.37% Add +5.4% 3,448 $1.0M
Venturi Wealth Management, LLC 0.06% Add +110.2% 3,436 $1.0M
J. Safra Sarasin Holding AG 0.02% — 3,424 $1.0M
Colonial Trust Advisors 0.10% Reduce -0.5% 3,422 $1.0M
Aveo Capital Partners, LLC 0.12% Reduce -1.3% 3,416 $1.0M
NorthRock Partners, LLC 0.04% Add +18.8% 3,381 $1.0M
One Capital Management, LLC 0.03% Add +4.8% 3,379 $1.0M
Lighthouse Investment Partners, LLC 0.06% New 3,344 $998K
Farther Finance Advisors, LLC 0.05% Add +53.7% 3,373 $998K
Gradient Investments LLC 0.02% Add +434.3% 3,334 $995K
Applied Finance Capital Management, LLC 0.05% New 3,309 $988K
Sterling Wealth Management, Inc. 0.47% No change 3,307 $987K
W.H. Cornerstone Investments Inc. 0.70% Add +0.2% 3,298 $984K
Fruth Investment Management 0.27% No change 3,300 $984K
SYSTM Wealth Solutions LLC 0.22% Add +1183.5% 3,260 $973K
Blue Fin Capital, Inc. 0.19% Add +25.7% 3,246 $969K
First Horizon Advisors, Inc. 0.03% Add +12.7% 3,244 $968K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.8% 3,237 $966K
Procyon Advisors, LLC 0.07% Add +7.3% 3,225 $962K
SRN Advisors, LLC 0.80% No change 3,208 $957K
Fifth Third Wealth Advisors LLC 0.07% Add +164.6% 3,201 $955K
Mason & Associates Inc 0.25% No change 3,173 $947K
Checchi Capital Advisers, LLC 0.07% Reduce -0.8% 3,164 $944K
Rothschild Investment LLC 0.07% Add +12.5% 3,163 $944K
Walden Wealth Partners LLC 0.52% No change 3,147 $939K
Atlas Brown,Inc. 0.33% Add +0.2% 3,128 $933K
Caldwell Trust Co 0.10% Add +23.3% 3,114 $929K
Groupama Asset Managment 0.01% Add +80.2% 3,097 $924K
SlateStone Wealth, LLC 0.10% Reduce -3.0% 3,082 $920K
JGP Wealth Management, LLC 0.13% Add +4.0% 3,063 $914K
TriaGen Wealth Management LLC 0.35% Add +4.8% 3,060 $913K
Sirios Capital Management L P 0.16% Add +8.0% 3,059 $913K
Crewe Advisors LLC 0.10% Add +2.6% 3,058 $913K
Family Manage LLC 0.16% Reduce -81.2% 3,049 $910K
Rwa Wealth Partners, LLC 0.01% Reduce -0.2% 3,038 $907K
Geneos Wealth Management Inc. 0.04% Add +1.4% 3,036 $906K
Rovin Capital /Ut/ 0.38% Reduce -2.3% 3,037 $906K
Chickasaw Capital Management LLC 0.04% Add +2.5% 3,021 $902K
Founders Financial Securities LLC 0.08% Add +1.4% 3,002 $896K
WBH Advisory Inc. 0.09% Reduce -0.1% 3,000 $895K
Wealth Advisors of Tampa Bay, LLC 0.42% No change 3,000 $895K
1834 Investment Advisors Co. 0.11% No change 3,000 $895K
Provident Trust Co. 0.02% No change 3,000 $895K
Gifford Fong Associates 0.24% No change 3,000 $895K
Chesapeake Wealth Management 0.32% Add +4.1% 2,993 $893K
FineMark National Bank & Trust 0.03% Reduce -5.4% 2,986 $891K
Consolidated Portfolio Review Corp 0.21% Add +0.0% 2,979 $889K
Tilia Fiduciary Partners, Inc. 0.70% Reduce -2.5% 2,978 $889K
Pinnacle Associates Ltd. 0.01% Reduce -2.8% 2,973 $887K
Optimum Investment Advisors 0.40% Add +15.6% 2,970 $886K
Portland Global Advisors LLC 0.12% No change 2,969 $886K
ORG Partners LLC 0.11% Add +1098.8% 2,985 $884K
Claro Advisors Inc. 0.14% Reduce -1.8% 2,956 $882K
Waterfront Wealth Inc. 0.24% Add +17.1% 2,945 $879K
Centiva Capital, LP 0.04% Reduce -41.3% 2,945 $879K
Benin Management CORP 0.27% Reduce -3.3% 2,937 $876K
Bokf, NA 0.02% Reduce -13.2% 2,937 $876K
CNB Bank 0.42% Reduce -1.1% 2,923 $872K
Insigneo Advisory Services, LLC 0.10% Reduce -0.3% 2,564 $869K
Cardinal Strategic Wealth Guidance 0.31% No change 2,890 $862K
Stonegate Investment Group, LLC 0.02% Add +10.6% 2,863 $854K
GoalVest Advisory LLC 0.27% Add +0.2% 2,855 $852K
Fort Point Capital Partners LLC 0.11% Reduce -10.4% 2,802 $836K
Greenfield Savings Bank 0.43% Add +0.6% 2,791 $833K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.26% New 2,787 $832K
GAMMA Investing LLC 0.11% Add +28.0% 2,770 $827K
Connecticut Wealth Management, LLC 0.04% Add +2.7% 2,759 $823K
GTS Securities LLC 0.02% New 2,748 $820K
Souders Financial Advisors 0.12% Add +0.6% 2,747 $820K
Regal Investment Advisors LLC 0.05% Add +5.0% 2,714 $810K
Arrow Financial Corp 0.08% Reduce -18.1% 2,705 $807K
Summit Trail Advisors, LLC 0.02% Add +1.5% 2,672 $797K
Ascentis Independent Advisors 0.17% — 2,654 $792K
Harbour Investments, Inc. 0.03% Add +46.3% 2,654 $792K
Parsons Capital Management Inc. 0.05% No change 2,653 $792K
FSM Wealth Advisors, LLC 0.27% Reduce -2.3% 2,648 $790K
DRW Securities, LLC 0.05% New 2,634 $788K
Valeo Financial Advisors, LLC 0.02% Add +7.9% 2,636 $787K
Wedmont Private Capital 0.05% Add +2.2% 2,461 $784K
Guardian Capital LP 0.03% Reduce -43.6% 2,621 $782K
First Foundation Advisors 0.03% Reduce -7.1% 2,615 $781K
Quadcap Wealth Management, LLC 0.14% Reduce -0.2% 2,608 $778K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +1.8% 2,383 $778K
Eagle Bluffs Wealth Management LLC 0.45% No change 2,600 $776K
Cary Street Partners Investment Advisory LLC 0.03% Add +10.1% 2,595 $775K
Jessup Wealth Management, Inc 0.33% Reduce -89.0% 2,565 $765K
PrairieView Partners, LLC 0.09% Reduce -3.8% 2,565 $765K
Maple Capital Management, Inc. 0.06% Reduce -1.0% 2,549 $761K
AdvisorNet Financial, Inc 0.07% Reduce -6.5% 2,520 $752K
Cigna Investments Inc. 0.14% Reduce -2.2% 2,476 $739K
CI Investments Inc. 0.00% Reduce -92.5% 2,470 $737K
Moseley Investment Management Inc. 0.34% Reduce -4.0% 2,448 $731K
Financial Planning & Information Services, Inc. 0.11% New 2,447 $730K
Main Street Financial Solutions, LLC 0.07% Add +1.7% 2,445 $730K
Optas, LLC 0.19% Add +1.3% 2,424 $723K
Salem Investment Counselors Inc. 0.02% No change 2,422 $723K
Icon Wealth Advisors, LLC 0.06% Add +31.0% 2,059 $722K
Hutner Capital Management Inc. 0.40% Add +17.2% 2,418 $722K
First National Bank of Omaha 0.05% No change 2,408 $719K
Retirement Planning Co of New England, Inc. 0.39% Add +0.2% 2,405 $718K
Sigma Planning Corp 0.02% Reduce -14.3% 2,399 $716K
First Merchants Corp. 0.03% Add +28.4% 2,393 $714K
Forte Capital LLC 0.09% Reduce -0.3% 2,386 $712K
O'Brien Greene & Co. Inc 0.23% Reduce -0.1% 2,386 $712K
Columbia Asset Management 0.13% Reduce -33.2% 2,368 $707K
Paragon Advisors, LLC 0.26% New 2,364 $705K
Park Place Capital Corp 0.22% Add +12.4% 2,354 $703K
Sound Financial Strategies Group, LLC 0.60% Add +4.6% 2,314 $691K
Caxton Associates LP 0.03% No change 2,311 $690K
Richard W. Paul & Associates, LLC 0.27% Add +3.4% 2,300 $686K
Asset Dedication, LLC 0.05% Reduce -1.2% 2,297 $685K
TrinityPoint Wealth, LLC 0.11% Add +0.6% 2,294 $685K
Ofi Invest Asset Management 0.02% Add +2367.7% 2,443 $680K
Crew Capital Management, Ltd 0.55% Add +18.0% 2,277 $680K
OneDigital Investment Advisors LLC 0.01% Add +41.7% 2,277 $679K
Gen-Wealth Partners Inc 0.33% Add +11.9% 2,265 $676K
Ballast, Inc. 0.21% Reduce -0.9% 2,254 $673K
Riverview Capital Advisers, LLC 0.23% No change 2,250 $671K
Independence Bank of Kentucky 0.18% Add +15.2% 2,244 $670K
Ferguson Wellman Capital Management, Inc. 0.01% No change 2,238 $668K
Foster Victor Wealth Advisors, LLC 0.06% Add +1.2% 2,026 $661K
Montag A & Associates Inc. 0.03% Reduce -5.8% 2,208 $659K
Trueblood Wealth Management, LLC 0.37% Add +2.2% 2,206 $658K
Diversify Advisory Services, LLC 0.04% Reduce -34.3% 2,198 $657K
Sustainable Insight Capital Management, LLC 0.33% Reduce -84.7% 2,200 $657K
Dakota Wealth Management 0.02% Add +1.4% 2,177 $650K
Impax Asset Management Group plc 0.00% No change 2,176 $649K
DE Burlo Group Inc. 0.09% No change 2,175 $649K
Symmetry Partners, LLC 0.03% Add +5.8% 2,170 $648K
Pegasus Partners Ltd. 0.07% New 2,170 $648K
Stratos Wealth Advisors, LLC 0.03% Reduce -56.3% 2,157 $644K
Ashton Thomas Securities, LLC 0.15% — 2,130 $636K
Greatmark Investment Partners, Inc. 0.09% No change 2,130 $636K
Financial Management Professionals, Inc. 0.09% Add +0.6% 2,106 $628K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.7% 2,084 $626K
Integrated Wealth Concepts LLC 0.01% Reduce -10.2% 2,089 $623K
Jamison Private Wealth Management, Inc. 0.10% Add +0.1% 2,084 $622K
Savant Capital, LLC 0.01% Reduce -3.9% 2,079 $621K
Mitchell McLeod Pugh & Williams Inc. 0.14% No change 2,079 $620K
Balanced Wealth Group LLC 0.28% Reduce -1.2% 2,094 $619K
Sciencast Management LP 0.21% Reduce -63.2% 2,065 $616K
Smithfield Trust Co 0.03% No change 2,058 $616K
Dynasty Wealth Management, LLC 0.02% New 2,055 $613K
Kathmere Capital Management, LLC 0.07% Add +133.4% 2,054 $613K
Physicians Financial Services, Inc. 0.20% Add +1.5% 2,050 $612K
Allianz SE 0.02% Add +353.3% 2,040 $609K
Waldron Private Wealth LLC 0.03% Reduce -3.7% 2,029 $606K
PDS Planning, Inc 0.06% Reduce -8.4% 2,025 $604K
Great Valley Advisor Group, Inc. 0.02% Reduce -10.5% 2,010 $600K
Wealth Alliance, LLC 0.08% Reduce -3.6% 2,010 $600K
Chicago Partners Investment Group LLC 0.02% Reduce -21.5% 1,697 $597K
1776 Wealth LLC 0.27% Add +0.7% 1,977 $590K
Wealth Management Partners, LLC 0.29% Reduce -2.5% 1,970 $588K
EverSource Wealth Advisors, LLC 0.04% Add +84.4% 1,676 $588K
Financial Advocates Investment Management 0.04% Add +0.1% 1,969 $587K
Arkadios Wealth Advisors 0.04% Add +8.9% 1,965 $586K
Hilltop Holdings Inc. 0.07% Add +1.4% 1,950 $582K
Cullinan Associates Inc. 0.03% New 1,942 $580K
L.M. Kohn & Company 0.16% Reduce -0.9% 1,935 $577K
Jacobsen Capital Management 0.26% Reduce -0.8% 1,930 $576K
Palisade Asset Management, LLC 0.06% No change 1,930 $576K
Equitable Holdings, Inc. 0.01% Add +19.2% 1,927 $575K
Foundations Investment Advisors, LLC 0.01% Add +85.2% 1,920 $573K
Northern Financial Advisors Inc 0.46% No change 1,915 $571K
Harbor Investment Advisory, LLC 0.06% No change 1,915 $571K
Syon Capital LLC 0.05% Add +2.9% 1,913 $571K
Capital Investment Advisory Services, LLC 0.06% Add +3.1% 1,911 $570K
Allegheny Financial Group 0.16% Add +18.9% 1,909 $570K
Nvest Financial, LLC 0.35% New 1,907 $569K
Capital Management Associates 0.67% No change 1,900 $567K
Sageworth Trust Co 0.04% Reduce -39.9% 1,891 $564K
SFE Investment Counsel 0.13% Add +5.3% 1,890 $564K
Dana Investment Advisors, Inc. 0.02% Reduce -1.4% 1,874 $559K
Forum Financial Management, LP 0.01% No change 1,864 $556K
Brighton Jones LLC 0.02% Add +92.1% 1,863 $556K
Legacy Wealth Asset Management, LLC 0.16% Add +1.8% 1,858 $554K
Vigilare Wealth Management 0.24% Add +0.1% 1,857 $554K
Brooklyn Investment Group 0.24% No change 1,638 $554K
BLB&B Advisors, LLC 0.03% No change 1,856 $554K
Moneta Group Investment Advisors LLC 0.01% Add +61.4% 1,853 $553K
City Holding Co. 0.08% Reduce -0.5% 1,851 $552K
Bellwether Advisors, LLC 0.12% Reduce -0.1% 1,849 $552K
Ramirez Asset Management, Inc. 0.11% No change 1,845 $551K
Westpac Banking Corp. 0.04% No change 1,830 $546K
Quadrant Capital Group LLC 0.04% Add +4.8% 1,823 $544K
South Dakota Investment Council 0.01% Reduce -10.3% 1,822 $544K
Shakespeare Wealth Management, LLC 0.16% Reduce -3.9% 1,804 $538K
International Assets Investment Management, LLC 0.05% Reduce -91.7% 1,798 $537K
Wealthspire Advisors, LLC 0.01% Reduce -5.0% 1,794 $535K
Magnus Financial Group LLC 0.06% Add +6.2% 1,791 $534K
Independent Financial Group, LLC 0.02% Add +2.3% 1,769 $528K
World Investment Advisors 0.03% Add +201.5% 1,764 $526K
Global Retirement Partners, LLC 0.02% Add +153.5% 1,759 $525K
Boyce & Associates Wealth Consulting, Inc. 0.62% Reduce -1.5% 1,757 $524K
Marcum Wealth, LLC 0.05% Add +0.9% 1,755 $524K
Jag Capital Management, LLC 0.07% Reduce -2.8% 1,755 $524K
Bristlecone Advisors, LLC 0.04% Reduce -10.4% 1,748 $522K
Morningstar Investment Services LLC 0.01% Add +1.8% 1,755 $521K
Smartleaf Asset Management LLC 0.09% Add +24.9% 1,753 $521K
Wesbanco Bank Inc. 0.02% Reduce -4.2% 1,737 $518K
Clarius Group, LLC 0.04% Reduce -4.1% 1,729 $516K
Boston Trust Walden Corp 0.00% No change 1,724 $514K
&partners 0.02% Add +85.1% 1,710 $510K
Prosperity Consulting Group, LLC 0.07% Add +27.5% 1,700 $507K
EHP Funds Inc. 0.25% Add +30.8% 1,700 $507K
Independent Wealth Network Inc. 0.24% Reduce -1.1% 1,699 $507K
Legacy Capital Group California, Inc. 0.18% New 1,689 $504K
Avestar Capital, LLC 0.06% Add +20.4% 1,673 $499K
Symphony Financial Services, Inc. 0.43% — 1,654 $497K
Allworth Financial LP 0.00% Add +1.5% 1,532 $493K
Ironwood Investment Counsel, LLC 0.09% Reduce -2.2% 1,653 $493K
Allen Capital Group, LLC 0.07% Add +6.3% 1,651 $493K
MassMutual Private Wealth & Trust, FSB 0.01% Add +7.5% 1,648 $492K
Smith Shellnut Wilson LLC 0.24% No change 1,639 $489K
Cookson Peirce & Co. Inc. 0.02% New 1,638 $489K
Southeast Asset Advisors, LLC 0.06% No change 1,636 $488K
Zhang Financial LLC 0.03% Add +0.1% 1,629 $486K
Arete Wealth Advisors, LLC 0.04% New 1,626 $485K
Bank of Marin 0.42% Reduce -20.4% 1,616 $482K
Field & Main Bank 0.18% Add +180.2% 1,611 $481K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.6% 1,609 $480K
Conning Inc. 0.02% Add +1.9% 1,606 $479K
Diversify Wealth Management, LLC 0.06% — 1,389 $471K
Capstone Investment Advisors, LLC 0.02% New 1,565 $467K
Vista Investment Partners LLC 0.16% No change 1,563 $466K
YHB Investment Advisors, Inc. 0.04% Add +10.3% 1,559 $465K
GC Wealth Management RIA, LLC 0.09% Reduce -13.1% 1,554 $464K
Unique Wealth Strategies, LLC 0.22% No change 1,334 $463K
Baldwin Investment Management, LLC 0.06% Add +41.1% 1,537 $459K
Vicus Capital 0.04% Add +0.9% 1,537 $459K
Sherbrooke Park Advisers LLC 0.08% Reduce -52.8% 1,533 $457K
Virtue Capital Management, LLC 0.08% Reduce -3.2% 1,340 $456K
Ashton Thomas Private Wealth, LLC 0.03% Add +17.6% 1,527 $456K
Composition Wealth, LLC 0.01% Add +1.0% 1,525 $455K
Avantax Planning Partners, Inc. 0.01% Add +3.8% 1,522 $454K
Oliver Lagore Vanvalin Investment Group 0.13% Add +0.2% 1,519 $453K
Provenance Wealth Advisors, LLC 0.06% No change 1,515 $452K
Blue Trust, Inc. 0.01% Add +50.0% 1,302 $452K
Sittner & Nelson, LLC 0.22% No change 1,515 $452K
S. R. Schill & Associates 0.20% No change 1,500 $448K
Wilkins Investment Counsel Inc. 0.07% No change 1,500 $448K
Investment House LLC 0.03% No change 1,500 $448K
IMS Capital Management 0.21% Reduce -3.5% 1,257 $447K
Capital Advisors Inc. 0.01% Add +0.7% 1,495 $446K
Ipswich Investment Management Co., Inc. 0.10% No change 1,493 $446K
Perpetual Ltd 0.00% Reduce -1.0% 1,493 $446K
Contravisory Investment Management, Inc. 0.10% Add +6.3% 1,490 $445K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -8.3% 1,488 $444K
Busey Bank 0.02% Reduce -5.1% 1,482 $442K
Ransom Advisory, Ltd 0.22% Reduce -18.1% 1,475 $440K
CM Wealth Advisors LLC 0.21% Add +8.7% 1,467 $438K
Monarch Capital Management Inc. 0.13% No change 1,456 $435K
Certuity, LLC 0.03% Reduce -7.9% 1,454 $434K
Ascent Group, LLC 0.04% Reduce -8.4% 1,450 $433K
Scholtz & Company, LLC 0.18% Reduce -9.4% 1,450 $433K
Clark Capital Management Group, Inc. 0.00% Add +1.7% 1,447 $432K
Entropy Technologies, LP 0.05% Reduce -90.4% 1,444 $431K
First Interstate Bank 0.03% No change 1,438 $429K
Beacon Capital Management, LLC 0.08% Reduce -16.4% 1,429 $426K
Silvercrest Asset Management Group LLC 0.00% No change 1,428 $426K
Lanark Financial, Inc. 0.04% Add +11.6% 1,428 $426K
Apella Capital, LLC 0.02% Add +0.3% 1,423 $425K
MQS Management LLC 0.25% Add +71.7% 1,410 $421K
Global X Japan Co., Ltd. 0.06% Add +2.2% 1,403 $419K
Strategic Advisors LLC 0.08% No change 1,394 $416K
Perigon Wealth Management, LLC 0.01% Reduce -5.6% 1,393 $416K
Shelton Capital Management 0.01% No change 1,393 $416K
Strategic Wealth Partners, Ltd. 0.04% No change 1,386 $414K
Ion Asset Management Ltd. 0.03% New 1,377 $411K
Norden Group LLC 0.08% Add +43.8% 1,365 $407K
TFB Advisors LLC 0.13% Reduce -0.7% 1,352 $403K
Chapin Davis, Inc. 0.14% Add +68.6% 1,349 $402K
ClearAlpha Technologies LP 0.16% New 1,335 $398K
MV Capital Management, Inc. 0.04% No change 1,334 $398K
Peoples Bank 0.21% Add +3.1% 1,334 $398K
SteelPeak Wealth, LLC 0.02% Reduce -12.7% 1,332 $398K
Verus Capital Partners, LLC 0.04% Reduce -7.7% 1,323 $395K
Valley Brook Capital Group, Inc. 0.31% No change 1,315 $392K
Morningstar Investment Management LLC 0.04% No change 1,314 $392K
Indie Asset Partners, LLC 0.31% Reduce -51.2% 1,301 $388K
SG Capital Management LLC 0.07% Reduce -94.2% 1,296 $387K
Proficio Capital Partners LLC 0.04% Reduce -0.6% 1,293 $386K
HCR Wealth Advisors 0.06% Reduce -18.9% 1,290 $385K
Modera Wealth Management, LLC 0.01% Add +3.0% 1,287 $384K
Everhart Financial Group, Inc. 0.10% Add +23.6% 1,285 $383K
Leverty Financial Group, LLC 0.23% Reduce -4.2% 1,280 $382K
Belfer Management LLC 7.18% No change 1,276 $381K
Wells Trecaso Financial Group, LLC 0.13% Reduce -0.2% 1,265 $378K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% Reduce -5.0% 1,263 $377K
Great Diamond Partners, LLC 0.09% Reduce -0.5% 1,262 $377K
LRI Investments, LLC 0.04% Add +42.3% 1,262 $377K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -5.7% 1,260 $376K
Rowlandmiller & Partners.adv 0.08% Add +8.6% 1,258 $375K
Commerzbank Aktiengesellschaft 0.01% Add +5.0% 1,251 $374K
Gladius Capital Management LP 0.37% Reduce -33.5% 1,250 $373K
My Legacy Advisors, LLC 0.12% Reduce -4.0% 1,249 $373K
Resolute Wealth Strategies, LLC 0.21% Add +0.2% 1,234 $368K
Revisor Wealth Management LLC 0.26% Reduce -48.1% 1,233 $368K
Schechter Investment Advisors, LLC 0.03% Reduce -8.5% 1,231 $367K
Legacy Capital Wealth Partners, LLC 0.09% New 1,230 $367K
Covey Capital Advisors, LLC 0.42% No change 1,226 $366K
Centaurus Financial, Inc. 0.02% Reduce -13.3% 1,219 $364K
Values First Advisors, Inc. 0.22% Reduce -5.6% 1,217 $363K
Paragon Financial Partners, Inc. 0.28% No change 1,209 $361K
SeaCrest Wealth Management, LLC 0.04% Add +9.1% 1,207 $360K
Armstrong Henry H Associates Inc. 0.04% No change 1,200 $358K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,200 $358K
Accent Capital Management, LLC 0.22% New 1,198 $358K
Armbruster Capital Management, Inc. 0.07% No change 1,194 $356K
Legacy Financial Advisors, Inc. 0.06% Add +3.4% 1,193 $356K
Howe & Rusling Inc. 0.03% Add +4.0% 1,190 $355K
SVB Wealth LLC 0.01% Reduce -27.8% 1,187 $354K
Valley Wealth Managers, Inc. 0.03% Add +1.5% 1,185 $354K
Windward Private Wealth Management Inc. 0.14% No change 1,184 $353K
Letson Investment Management, Inc. 0.16% Add +28.3% 1,183 $353K
Capital Advisors, Ltd. LLC 0.05% Add +2.9% 1,173 $350K
Catalina Capital Group, LLC 0.13% Add +2.5% 1,172 $350K
Curi Capital, LLC 0.01% Reduce -25.0% 1,164 $347K
Aaron Wealth Advisors LLC 0.05% Add +5.9% 1,157 $345K
Beacon Bank & Trust 0.09% Reduce -4.5% 1,156 $345K
John G Ullman & Associates Inc. 0.05% No change 1,150 $343K
Intrust Bank NA 0.04% Reduce -4.5% 1,147 $342K
FAS Wealth Partners, Inc. 0.03% Add +0.3% 1,141 $341K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -3.8% 1,141 $341K
Sentry Investment Management LLC 0.15% Reduce -8.2% 1,138 $340K
Coppell Advisory Solutions LLC 0.06% — 1,133 $338K
Harvey Investment Co. LLC 0.04% No change 1,125 $336K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.07% No change 1,125 $336K
Liberty Wealth Management LLC 0.06% New 1,112 $332K
Simon Quick Advisors, LLC 0.02% Add +12.7% 1,109 $331K
Graypoint LLC 0.02% Reduce -6.6% 1,108 $331K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,107 $330K
Wallace Advisory Group, LLC 0.24% Reduce -7.5% 1,105 $330K
Venture Visionary Partners LLC 0.02% No change 1,104 $330K
Hills Bank & Trust Co 0.03% Reduce -3.3% 1,101 $329K
Nicolet Advisory Services, LLC 0.03% Add +3.1% 1,065 $325K
Reynders McVeigh Capital Management, LLC 0.02% No change 1,090 $325K
RMR Wealth Builders 0.04% No change 1,086 $324K
Penserra Capital Management LLC 0.00% Add +8.1% 1,083 $323K
Mechanics Bank Trust Department 0.05% No change 1,080 $322K
Wambolt & Associates, LLC 0.09% No change 1,088 $322K
Smith, Moore & Co. 0.03% Add +0.1% 1,073 $320K
Wealth Group, Ltd. 0.23% Add +10.3% 1,070 $319K
WINTON GROUP Ltd 0.02% New 1,068 $319K
Encompass Wealth Advisors, LLC 0.08% No change 1,063 $317K
Franklin Street Advisors Inc. 0.02% No change 1,060 $316K
Fidelis Capital Partners, LLC 0.04% Reduce -1.5% 929 $316K
Stevens Capital Management LP 0.11% Reduce -76.8% 1,057 $315K
9258 Wealth Management, LLC 0.05% Reduce -24.2% 1,048 $313K
Rehmann Capital Advisory Group 0.02% Add +4.2% 1,045 $312K
Tiemann Investment Advisors, LLC 0.14% Reduce -5.9% 1,045 $312K
Merit Financial Group, LLC 0.01% Add +27.1% 1,042 $311K
Addison Advisors LLC 0.10% No change 1,040 $310K
Sustainable Growth Advisers, LP 0.00% Reduce -99.9% 1,040 $310K
Pallas Capital Advisors LLC 0.01% New 953 $310K
PFG Investments, LLC 0.02% Reduce -77.0% 1,034 $309K
Colonial Trust Co / SC 0.05% Add +0.4% 1,032 $308K
Blackston Financial Advisory Group, LLC 0.17% Add +1.0% 1,017 $304K
Versant Capital Management, Inc 0.08% Add +9.6% 1,015 $303K
Donaldson Capital Management, LLC 0.01% Reduce -10.8% 1,012 $302K
Alpha Cubed Investments, LLC 0.01% Reduce -17.2% 1,008 $301K
Jacobi Capital Management LLC 0.03% Add +4.7% 1,004 $300K
United Community Bank 0.12% Reduce -1.9% 1,004 $300K
Pitti Group Wealth Management, LLC 0.33% Add +5.7% 961 $300K
Endowment Wealth Management, Inc. 0.22% Add +0.3% 1,002 $299K
Hendley & Co. Inc. 0.11% No change 1,000 $298K
Wealthquest Corp 0.03% No change 995 $297K
Csenge Advisory Group 0.02% Add +8.3% 994 $297K
Arthur M. Cohen & Associates, LLC 0.05% Add +17.1% 993 $296K
Strategy Asset Managers LLC 0.07% Add +4.4% 1,112 $295K
Sage Mountain Advisors LLC 0.03% Reduce -23.3% 982 $293K
Naples Global Advisors, LLC 0.03% No change 977 $292K
Fulton Breakefield Broenniman LLC 0.02% No change 975 $291K
Essex Financial Services, Inc. 0.02% Reduce -70.2% 849 $291K
Arden Trust Co 0.04% Reduce -1.6% 972 $290K
Union Heritage Capital, LLC 0.11% No change 971 $290K
Creative Financial Designs Inc. 0.03% Add +109.3% 971 $290K
Quotient Wealth Partners, LLC 0.01% New 968 $289K
Premier Path Wealth Partners, LLC 0.05% Reduce -2.4% 967 $289K
JFS Wealth Advisors, LLC 0.02% Reduce -3.6% 962 $287K
Texas Capital Bank Wealth Management Services Inc 0.03% New 961 $287K
Prestige Wealth Management Group LLC 0.06% Reduce -12.6% 953 $284K
Peddock Capital Advisors, LLC 0.07% No change 945 $282K
Choate Investment Advisors 0.01% Add +5.7% 943 $281K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Reduce -0.9% 941 $281K
Atlanta Consulting Group Advisors, LLC 0.06% Reduce -2.1% 935 $279K
Confluence Wealth Services, Inc. 0.02% Add +54.0% 935 $279K
Taylor Hoffman Wealth Management 0.11% Add +22.3% 943 $279K
Aries Wealth Management 0.09% No change 932 $278K
J.W. Cole Advisors, Inc. 0.01% Add +16.7% 931 $278K
XTX Topco Ltd 0.02% New 930 $278K
Asio Capital, LLC 0.06% Reduce -0.5% 926 $276K
Trust Point Inc. 0.02% Reduce -20.4% 922 $275K
Lion Street Advisors, LLC 0.10% Add +0.2% 922 $275K
Okabena Investment Services Inc. 0.09% No change 920 $275K
Wealthcare Advisory Partners LLC 0.01% Add +37.9% 917 $274K
Bridge Creek Capital Management LLC 0.09% No change 915 $273K
Arvest Trust Co. N A 0.02% No change 915 $273K
Banque Cantonale Vaudoise 0.01% New 914 $273K
Hunter Associates Investment Management LLC 0.05% No change 910 $272K
Schulhoff & Co. Inc. 0.12% No change 911 $272K
Portside Wealth Group, LLC 0.05% Reduce -0.6% 910 $272K
Defined Wealth Management, LLC 0.19% Add +0.4% 908 $271K
Financial Network Wealth Advisors LLC 0.20% Add +10.6% 906 $271K
Crown Wealth Group, LLC 0.13% Add +2.5% 903 $269K
Creekmur Asset Management LLC 0.07% Add +1.4% 903 $269K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% Reduce -42.2% 902 $269K
Boit C F David 0.14% No change 900 $269K
Armstrong Advisory Group, Inc. 0.02% No change 899 $268K
L2 Asset Management, LLC 0.08% Add +9.0% 898 $268K
Ted Buchan & Co 0.14% No change 895 $267K
Inspire Advisors, LLC 0.04% Reduce -17.0% 892 $266K
Summit Wealth Group, LLC 0.08% New 887 $265K
Means Investment Co., Inc. 0.03% Add +13.0% 886 $264K
New Century Financial Group, LLC 0.11% Add +17.1% 885 $264K
Kingsview Wealth Management, LLC 0.01% Reduce -8.0% 881 $263K
Alera Investment Advisors, LLC 0.03% New 880 $263K
Agate Pass Investment Management, LLC 0.14% No change 878 $262K
USA Financial Formulas 0.04% Reduce -10.3% 877 $262K
New Covenant Trust Company, N.A. 0.30% Reduce -2.8% 810 $261K
Waterford Advisors, LLC 0.11% Reduce -12.1% 873 $261K
Mechanics Financial Corp 0.13% No change 870 $260K
Wellington Shields Capital Management, LLC 0.05% No change 870 $260K
Journey Strategic Wealth LLC 0.01% New 865 $258K
Cornerstone Wealth Group, LLC 0.02% New 862 $257K
Fiducient Advisors LLC 0.04% Add +0.2% 861 $257K
LongView Wealth Management 0.09% No change 861 $257K
Epic Trust Investment Advisors, LLC 0.28% Add +5.0% 860 $257K
Interchange Capital Partners, LLC 0.09% New 857 $256K
Lindbrook Capital, LLC 0.02% Add +0.2% 855 $255K
Essex Bank 0.07% Reduce -5.4% 851 $254K
Rockline Wealth Management, LLC 0.08% No change 850 $254K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -4.3% 850 $254K
Copperwynd Financial, LLC 0.08% Add +7.6% 722 $253K
SJS Investment Consulting Inc. 0.05% Reduce -0.2% 848 $253K
Tandem Wealth Advisors LLC 0.14% No change 846 $252K
Vaughan David Investments LLC 0.01% No change 845 $252K
Howland Capital Management LLC 0.01% No change 834 $249K
Spire Wealth Management 0.01% Reduce -60.0% 830 $248K
Stockman Wealth Management, Inc. 0.04% No change 827 $247K
Becker Capital Management Inc. 0.01% Add +10.0% 825 $246K
BSW Wealth Partners 0.04% Reduce -9.3% 824 $246K
Five Oceans Advisors 0.13% Reduce -27.8% 817 $244K
Cullen Investment Group, LTD. 0.04% Reduce -0.8% 816 $243K
Moneco Advisors, LLC 0.04% Add +18.8% 816 $243K
Allstate Corp. 0.02% Add +10.1% 815 $243K
Catalyst Financial Partners LLC 0.05% Add +13.2% 807 $241K
Alpha Family Trust 0.14% No change 805 $240K
Caitlin John, LLC 0.17% No change 803 $240K
Prentice Wealth Management LLC 0.08% Reduce -1.7% 803 $240K
James J. Burns & Company, LLC 0.05% No change 800 $239K
Thomasville National Bank 0.02% No change 800 $239K
Faithward Advisors, LLC 0.04% Reduce -3.4% 795 $237K
Permanent Capital Management, LP 0.05% — 687 $236K
Flynn Zito Capital Management, LLC 0.12% No change 789 $236K
Burns J W & Co. Inc. 0.03% No change 789 $235K
Colonial River Investments, LLC 0.13% No change 785 $234K
Axxcess Wealth Management, LLC 0.01% Reduce -10.7% 785 $234K
Kingswood Wealth Advisors, LLC 0.02% New 784 $234K
Wrapmanager Inc. 0.06% Reduce -3.3% 783 $234K
Avidian Wealth Enterprises, LLC 0.01% New 781 $233K
Wilmington Savings Fund Society, FSB 0.01% Add +15.1% 764 $228K
Atlantic Union Bankshares Corp 0.01% Reduce -2.2% 762 $227K
Evergreen Capital Management LLC 0.01% Reduce -0.7% 757 $226K
Cadence Bank 0.02% Reduce -2.6% 757 $226K
Cable Hill Partners, LLC 0.02% New 755 $225K
Tsfg, LLC 0.05% No change 754 $225K
West Family Investments, Inc. 0.07% No change 752 $224K
Aspen Investment Management Inc 0.11% No change 750 $224K
Pine Harbor Wealth Management, LLC 0.13% No change 742 $221K
Wolverine Trading, LLC 0.00% Reduce -88.4% 741 $221K
Ariston Services Group 0.21% Reduce -0.4% 735 $219K
Capital Investment Advisors, LLC 0.00% Add +7.0% 731 $218K
First Heartland Consultants, Inc. 0.02% No change 731 $218K
Fiduciary Group, LLC 0.02% Reduce -11.3% 728 $217K
Summit Global Investments 0.02% New 726 $217K
Burford Brothers, Inc. 0.13% No change 726 $217K
Renasant Bank 0.15% New 718 $214K
Valmark Advisers, Inc. 0.00% Add +7.3% 718 $214K
Beacon Financial Advisory LLC 0.08% Add +0.3% 715 $213K
Detalus Advisors, LLC 0.07% Add +9.3% 715 $213K
Ellenbecker Investment Group 0.04% No change 714 $213K
Verdence Capital Advisors LLC 0.02% Add +1.0% 714 $213K
Gateway Investment Advisers LLC 0.00% Reduce -5.3% 714 $213K
World Equity Group, Inc. 0.06% Reduce -61.0% 711 $212K
Meadow Creek Wealth Advisors LLC 0.20% Reduce -1.4% 707 $211K
Jacobs & Co. 0.02% No change 705 $210K
Simmons Bank 0.02% Reduce -13.1% 703 $210K
Auour Investments LLC 0.08% No change 702 $209K
Alta Advisers Ltd 0.10% No change 700 $209K
V-Square Quantitative Management LLC 0.03% Reduce -82.0% 699 $209K
Opal Wealth Advisors, LLC 0.07% Reduce -7.8% 698 $208K
Meixler Investment Management, Ltd. 0.16% Add +5.1% 695 $207K
Lee Financial Co 0.03% New 695 $207K
Kornitzer Capital Management Inc. 0.00% New 691 $206K
Waterloo Capital, L.P. 0.02% Reduce -15.2% 690 $206K
Aft, Forsyth & Company, Inc. 0.10% No change 690 $206K
Oxbow Advisors, LLC 0.02% Add +4.5% 690 $206K
Mutual Advisors, LLC 0.01% Reduce -65.1% 583 $206K
First National Trust Co 0.01% Reduce -4.6% 688 $205K
Manchester Capital Management LLC 0.02% Reduce -2.4% 687 $205K
Canandaigua National Bank & Trust Co. 0.02% No change 681 $203K
Court Place Advisors, LLC 0.06% No change 675 $201K
Dark Forest Capital Management LP 0.04% Reduce -44.3% 675 $201K
Meiji Yasuda Life Insurance Co 0.00% Reduce -78.6% 675 $201K
Hurlow Wealth Management Group, Inc. 0.07% Reduce -0.3% 673 $201K
Cromwell Holdings LLC 0.12% — 666 $199K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -9.9% 576 $191K
Trivant Custom Portfolio Group, LLC 0.11% No change 612 $183K
Trust Co. of Vermont 0.01% Add +12.8% 606 $181K
Evermay Wealth Management LLC 0.03% No change 604 $180K
Camden National Bank 0.03% No change 603 $180K
Deseret Mutual Benefit Administrators 0.08% No change 586 $175K
Parkside Financial Bank & Trust 0.03% Add +8.6% 582 $174K
Tobam 0.03% Reduce -27.7% 570 $170K
Pin Oak Investment Advisors Inc. 0.16% No change 564 $168K
Silver Oak Securities, Incorporated 0.02% Reduce -0.9% 535 $160K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +4.7% 508 $152K
Sugarloaf Wealth Management, LLC 0.03% Add +0.2% 497 $148K
Briaud Financial Planning Inc 0.08% No change 495 $147K
Concourse Financial Group Securities, Inc. 0.01% Add +1.3% 7,036 $147K
CVA Family Office, LLC 0.03% Add +0.2% 482 $144K
Quent Capital, LLC 0.02% Reduce -4.7% 472 $141K
Hexagon Capital Partners LLC 0.03% Reduce -0.9% 462 $138K
Quarry LP 0.06% Add +436.9% 451 $135K
Hall Laurie J Trustee 0.04% No change 430 $128K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -19.3% 419 $125K
Washington Trust Advisors, Inc. 0.01% Add +19.9% 409 $122K
Rosenberg Matthew Hamilton 0.04% No change 407 $120K
Catalyst Funds Management Pty Ltd 0.03% Reduce -71.4% 400 $119K
Skylands Capital, LLC 0.02% Reduce -11.1% 400 $119K
Pension & Wealth Management Advisors, Inc. 0.07% No change 399 $119K
Riggs Asset Managment Co. Inc. 0.04% Reduce -0.3% 399 $119K
Larson Financial Group LLC 0.01% Reduce -77.7% 385 $115K
Clean Yield Group 0.04% No change 380 $113K
WASHINGTON TRUST Co 0.00% Reduce -0.8% 358 $107K
Planning Capital Management Corp 0.07% Reduce -10.0% 350 $104K
DHJJ Financial Advisors, Ltd. 0.04% No change 348 $104K
Register Financial Advisors LLC 0.05% No change 346 $103K
Riverview Trust Co 0.10% No change 344 $103K
First Command Advisory Services, Inc. 0.00% No change 340 $101K
Strategic Financial Concepts, LLC 0.06% New 62,937 $101K
Tyler-Stone Wealth Management 0.04% No change 331 $99K
Pinnacle Bancorp, Inc. 0.03% No change 329 $98K
Pacifica Partners Inc. 0.04% Add +3.2% 325 $97K
Hilltop National Bank 0.03% No change 303 $90K
Delta Asset Management LLC 0.01% No change 302 $90K
Webster Bank, N. A. 0.01% No change 300 $90K
Arlington Trust Co LLC 0.02% No change 292 $87K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -55.4% 292 $87K
TCTC Holdings, LLC 0.00% Add +0.4% 272 $81K
Carolinas Wealth Consulting LLC 0.01% Reduce -0.4% 258 $77K
Key Financial Inc 0.02% No change 240 $72K
Cornerstone Planning Group LLC 0.02% Reduce -6.7% 208 $70K
Cassady Schiller Wealth Management, LLC 0.03% No change 228 $68K
Mascoma Wealth Management LLC 0.02% New 225 $67K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 223 $67K
Oakworth Capital, Inc. 0.00% No change 216 $64K
Chilton Capital Management LLC 0.00% Add +453.9% 216 $64K
DT Investment Partners, LLC 0.01% Reduce -10.2% 203 $61K
Adirondack Trust Co. 0.02% Reduce -1.0% 201 $60K
Archer Investment Corp 0.02% No change 199 $59K
Loomis Sayles & Co. L P 0.00% Add +2.1% 196 $58K
Institutional & Family Asset Management, LLC 0.01% Add +7.2% 193 $58K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 189 $56K
MCF Advisors LLC 0.00% No change 187 $56K
Castleview Partners, LLC 0.03% Reduce -44.6% 174 $52K
Legacies Wealth LLC 0.04% No change 169 $50K
Grove Bank & Trust 0.01% No change 169 $50K
Farmers & Merchants Investments Inc. 0.00% Reduce -4.0% 168 $50K
Covestor Ltd 0.03% Add +0.6% 164 $49K
Tacita Capital Inc 0.03% No change 160 $48K
Rational Advisors, Inc. 0.00% Reduce -4.8% 157 $47K
Kessler Investment Group, LLC 0.02% No change 150 $45K
Estabrook Capital Management 0.01% No change 150 $45K
Fortitude Family Office, LLC 0.02% No change 145 $43K
Centennial Bank 0.02% Reduce -25.6% 145 $43K
McIlrath & Eck, LLC 0.01% Reduce -11.4% 140 $42K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +94.4% 138 $41K
Leonteq Securities AG 0.01% Reduce -51.1% 138 $41K
Meeder Asset Management Inc. 0.00% New 138 $41K
Rise Advisors, LLC 0.02% No change 138 $41K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -31.9% 130 $39K
Anfield Capital Management, LLC 0.02% New 129 $38K
Semmax Financial Advisors Inc. 0.01% Add +136.4% 104 $36K
Tradewinds Capital Management, LLC 0.01% New 120 $36K
West Paces Advisors Inc. 0.01% No change 118 $35K
VitalStone Financial, LLC 0.02% Add +233.3% 110 $33K
Union Savings Bank 0.02% No change 110 $33K
FinTrust Capital Advisors, LLC 0.01% Add +505.6% 109 $33K
RFP Financial Group LLC 0.01% No change 106 $32K
Bray Capital Advisors 0.01% No change 105 $31K
Exchange Traded Concepts, LLC 0.00% New 101 $30K
Optiver Holding B.V. 0.00% Reduce -72.7% 101 $30K
JNBA Financial Advisors 0.00% No change 100 $30K
Raleigh Capital Management Inc. 0.01% Reduce -4.8% 98 $29K
Continuum Advisory, LLC 0.00% Add +1.0% 98 $29K
First United Bank & Trust 0.01% No change 91 $27K
GW&K Investment Management, LLC 0.00% Add +7.1% 90 $27K
HHM Wealth Advisors, LLC 0.00% Add +102.3% 89 $27K
DB Fitzpatrick & Co, Inc 0.02% No change 87 $26K
Great Lakes Retirement, Inc. 0.00% New 86 $26K
Clear Point Advisors Inc. 0.02% No change 84 $25K
PSI Advisors, LLC 0.01% New 81 $24K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +59.6% 83 $24K
Aspect Partners, LLC 0.01% No change 80 $24K
CBIZ Investment Advisory Services, LLC 0.00% No change 79 $24K
Nvwm, LLC 0.01% Add +6.8% 78 $23K
Cedar Mountain Advisors, LLC 0.01% No change 78 $23K
Sound Income Strategies, LLC 0.00% No change 75 $22K
Hobbs Group Advisors, LLC 0.01% — 74 $22K
Motco 0.00% No change 72 $21K
American National Bank & Trust 0.00% Add +105.9% 70 $21K
Olistico Wealth, LLC 0.01% New 69 $21K
Grayhawk Investment Strategies Inc. 0.09% No change 69 $21K
HWG Holdings LP 0.01% — 67 $20K
Sachetta, LLC 0.01% Add +21.7% 56 $20K
Abound Wealth Management 0.01% No change 65 $19K
Compass Wealth Management LLC 0.00% No change 63 $19K
Tortoise Investment Management, LLC 0.00% Add +55.0% 62 $19K
LGT Financial Advisors LLC 0.04% New 61 $18K
IAG Wealth Partners, LLC 0.00% No change 60 $18K
GHP Investment Advisors, Inc. 0.00% Add +73.5% 59 $18K
Bell Investment Advisors, Inc 0.00% Reduce -6.3% 59 $18K
Solstein Capital, LLC 0.01% No change 58 $17K
Eagle Bay Advisors LLC 0.01% Reduce -5.0% 57 $17K
Dynamic Wealth Strategies, LLC 0.01% No change 57 $17K
Private Wealth Management Group, LLC 0.01% No change 54 $16K
Center for Financial Planning, Inc. 0.00% No change 54 $16K
Ruedi Wealth Management, Inc. 0.01% Add +8.2% 53 $16K
Albion Financial Group 0.00% No change 51 $15K
Security National Bank 0.00% No change 50 $15K
Balefire, LLC 0.01% Add +487.5% 47 $14K
Raffa Wealth Management, LLC 0.00% No change 46 $14K
Carmichael Hill & Associates, Inc. 0.01% No change 45 $13K
Bank of New Hampshire 0.00% Reduce -50.0% 45 $13K
Clearstead Trust, LLC 0.00% No change 45 $13K
Fairway Wealth LLC 0.01% New 44 $13K
Family Firm, Inc. 0.00% New 43 $13K
City State Bank 0.01% No change 42 $13K
Syntax Research, Inc. 0.01% No change 39 $12K
Atticus Wealth Management, LLC 0.00% No change 38 $11K
Valley National Advisers Inc. 0.00% Reduce -7.1% 39 $11K
Valued Wealth Advisors LLC 0.01% Add +38.5% 36 $11K
Gilliland Jeter Wealth Management LLC 0.00% No change 36 $11K
Concord Wealth Partners 0.00% No change 36 $11K
Carolina Wealth Advisors, LLC 0.00% No change 33 $10K
Wetzel Investment Advisors, Inc. 0.01% Reduce -74.3% 28 $10K
Old Second National Bank of Aurora 0.00% New 30 $9K
Providence Capital Advisors, LLC 0.00% No change 30 $9K
Bfsg, LLC 0.00% No change 28 $8K
Iron Horse Wealth Management, LLC 0.00% No change 28 $8K
Robinswood Financial LLC 0.00% No change 27 $8K
Avion Wealth 0.00% No change 27 $8K
Hanson & Doremus Investment Management 0.00% No change 27 $8K
Hoese & Co LLP 0.01% No change 26 $8K
Cherry Tree Wealth Management, LLC 0.00% No change 26 $8K
Janiczek Wealth Management, LLC 0.00% No change 22 $7K
TFC Financial Management, Inc. 0.00% Reduce -4.5% 21 $6K
HighMark Wealth Management LLC 0.00% No change 21 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 21 $6K
Cedar Wealth Management, LLC 0.00% Reduce -30.0% 21 $6K
Strategic Investment Solutions, Inc. 0.00% — 9 $6K
Ibex Wealth Advisors 0.00% New 18 $5K
Global Financial Private Client, LLC 0.00% No change 18 $5K
REAP Financial Group, LLC 0.00% No change 17 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +6.3% 17 $5K
Criterion Capital Advisors, LLC 0.00% No change 16 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 15 $4K
Pineridge Advisors LLC 0.00% New 15 $4K
Frazier Financial Advisors, LLC 0.00% No change 14 $4K
Plante Moran Financial Advisors, LLC 0.00% New 13 $4K
Dunhill Financial, LLC 0.00% Reduce -36.8% 12 $4K
Winch Advisory Services, LLC 0.00% No change 12 $4K
Johnson Financial Group, Inc. 0.00% Reduce -87.5% 12 $4K
Altshuler Shaham Ltd 0.00% New 12 $4K
Westside Investment Management, Inc. 0.00% New 11 $3K
Nemes Rush Group LLC 0.00% No change 10 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 12 $3K
Macroview Investment Management LLC 0.00% Reduce -70.6% 10 $3K
Mendota Financial Group, LLC 0.00% No change 10 $3K
Operose Advisors LLC 0.00% No change 10 $3K
WR Wealth Planners, LLC 0.00% Add +42.9% 10 $3K
ESL Trust Services, LLC 0.00% New 10 $3K
Triad Wealth Partners, LLC 0.00% New 9 $3K
Ridgewood Investments LLC 0.00% New 9 $3K
True Wealth Design, LLC 0.00% No change 9 $3K
Tucker Asset Management LLC 0.00% Reduce -40.0% 9 $3K
Tompkins Financial Corp. 0.00% No change 9 $3K
North Star Investment Management Corp. 0.00% No change 9 $3K
Orion Capital Management LLC 0.00% No change 8 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 6 $2K
Wolff Wiese Magana LLC 0.00% New 5 $1K
New Millennium Group LLC 0.00% New 5 $1K
Transcendent Capital Group LLC 0.00% New 4 $1K
Strengthening Families & Communities, LLC 0.00% New 2 $1K
Coston, McIsaac & Partners 0.00% No change 5 $1K
TD Capital Management LLC 0.00% No change 3 $897
Chris Bulman Inc 0.00% — 3 $895
CGC Financial Services, LLC 0.00% No change 3 $895
ClariVest Asset Management LLC 0.00% No change 3 $891
Main Street Group, LTD 0.00% No change 2 $592
PEAK6 Investments LLC 0.00% New 2 $590
SOA Wealth Advisors, LLC. 0.00% No change 1 $306
Highline Wealth Partners LLC 0.00% New 1 $298
Y.D. More Investments Ltd 0.00% New 33 $26

"% of holder's portfolio" is SHW's weight in each manager's 13F, not the share of The Sherwin-Williams Co. the manager owns.