The SouthernSO

13F holders, Q1 2024 (March 31)
1,824holders
9famous investors
$71.73avg. 13F price*

At the end of Q1 2024, 1,824 institutions reported holding The Southern Co. (SO) in their 13F filings. The largest holders were Vanguard Group Inc. ($7.2B), BlackRock Inc. ($5.6B) and State Street Corp. ($4.1B). 9 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
The Southern Co.
Sector
Utilities
CUSIP
842587107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,824Q1 2024Q2 2024: 1,884Q2 2024Q3 2024: 2,008Q3 2024Q4 2024: 2,122Q4 2024Q1 2025: 2,206Q1 2025Q2 2025: 2,183Q2 2025Q3 2025: 2,219Q3 2025Q4 2025: 2,273Q4 2025Q1 2026: 2,366Q1 2026Q2 2026: 2,367Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions97$359.5M
Exits109$230.3M

Ownership 1,824 holders

Vanguard Group Inc. 0.14% Add +0.5% 100,089,634 $7.2B
BlackRock Inc. 0.13% Reduce -0.0% 77,705,342 $5.6B
State Street Corp. 0.19% Reduce -9.2% 57,752,984 $4.1B
FMR LLC 0.16% Reduce -9.1% 33,012,215 $2.4B
JPMorgan Chase & Co. 0.19% Add +54.6% 30,167,151 $2.2B
Massachusetts Financial Services Co. 0.56% Add +3.5% 26,316,313 $1.9B
Capital International Investors 0.35% Add +45.9% 23,994,733 $1.7B
T. Rowe Price Associates Inc. 0.21% Reduce -20.1% 23,888,059 $1.7B
Geode Capital Management, LLC 0.15% Add +8.1% 22,180,921 $1.6B
Franklin Resources Inc. 0.39% Add +8.1% 16,929,875 $1.2B
Morgan Stanley 0.06% Add +5.0% 11,104,318 $796.6M
Northern Trust Corp. 0.13% Reduce -4.1% 10,264,783 $736.4M
Norges Bank 0.11% Add +12.7% 10,146,134 $727.9M
Ameriprise Financial Inc. 0.19% Add +20.7% 9,546,835 $684.9M
Legal & General Group Plc 0.19% Reduce -0.6% 9,010,865 $646.4M
Nuveen Asset Management, LLC 0.19% Add +47.5% 8,640,509 $634.7M
Bank of America Corp. 0.06% Add +6.3% 7,853,407 $563.4M
Bank of New York Mellon Corp 0.10% Reduce -4.7% 7,211,619 $517.4M
California Public Employees Retirement System 0.32% Reduce -3.1% 6,349,380 $455.5M
Charles Schwab Investment Management Inc. 0.10% Add +2.1% 6,217,167 $446.0M
Federated Hermes, Inc. 0.97% Reduce -4.6% 5,890,732 $422.6M
Goldman Sachs Group Inc. 0.08% Add +3.4% 5,522,681 $396.2M
Invesco Ltd. 0.08% Reduce -11.6% 5,146,489 $369.2M
Pictet Asset Management Holding SA 0.36% Reduce -14.0% 4,606,117 $330.4M
Mitsubishi UFJ Trust & Banking Corp 0.71% Reduce -5.5% 4,325,103 $308.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -12.5% 4,073,061 $292.2M
Wells Fargo & Company 0.07% Reduce -0.5% 3,919,044 $281.2M
Ensign Peak Advisors, Inc 0.51% Reduce -9.7% 3,859,523 $276.9M
Wellington Management Group LLP 0.04% Reduce -2.6% 3,437,718 $246.6M
Royal Bank of Canada 0.06% Reduce -4.3% 3,401,995 $244.1M
Swiss National Bank 0.16% Reduce -4.2% 3,266,100 $234.3M
UBS Group AG 0.07% Add +26.2% 2,935,304 $210.6M
Barclays PLC 0.09% Reduce -18.9% 2,808,440 $201.5M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -1.1% 2,742,041 $196.7M
Envestnet Asset Management Inc. 0.07% Add +0.1% 2,490,362 $178.7M
Cohen & Steers, Inc. 0.37% Reduce -1.0% 2,478,830 $177.8M
ClearBridge Investments Ltd 4.90% Reduce -13.4% 2,399,201 $172.1M
First Trust Advisors LP 0.17% Reduce -2.3% 2,263,445 $162.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.07% Add +6.6% 2,186,037 $156.8M
Rhumbline Advisers 0.15% Add +2.0% 2,161,391 $155.1M
National Pension Service 0.18% Add +1.8% 2,123,291 $152.3M
HSBC Holdings PLC 0.11% Add +38.0% 2,122,845 $152.3M
Raymond James & Associates 0.10% Add +2.8% 2,120,155 $152.1M
LPL Financial LLC 0.08% Add +0.7% 2,098,959 $150.6M
Dimensional Fund Advisors LP 0.04% Add +5.3% 2,083,829 $149.5M
Jennison Associates LLC 0.09% Reduce -18.4% 1,957,770 $140.5M
Capital Research Global Investors 0.03% Add +35.0% 1,929,980 $138.5M
Duff & Phelps Investment Management Co. 1.61% Add +17.8% 1,872,745 $134.4M
Bank of Montreal 0.04% Reduce -11.3% 1,874,145 $133.2M
D. E. Shaw & Co. 0.18% Add +591.2% 1,835,226 $131.7M
Synovus Financial Corp. 1.70% Add +14.4% 1,827,851 $131.1M
Confluence Investment Management LLC 1.73% Reduce -1.5% 1,789,977 $128.4M
APG Asset Management N.V. 0.22% Add +1.9% 1,863,951 $123.8M
Canada Pension Plan Investment Board 0.12% Reduce -4.0% 1,644,593 $118.0M
Deutsche Bank AG 0.05% Reduce -18.1% 1,523,509 $109.3M
California State Teachers Retirement System 0.14% Reduce -3.7% 1,496,638 $107.4M
Manufacturers Life Insurance Company, The 0.10% Reduce -8.5% 1,460,296 $104.8M
Victory Capital Management Inc. 0.10% Add +5.9% 1,386,453 $99.5M
Empower Advisory Group, LLC 0.36% Add +3.3% 1,330,284 $95.4M
Energy Income Partners, LLC 1.94% Add +4.5% 1,321,054 $94.8M
Principal Financial Group Inc. 0.05% Add +0.6% 1,302,037 $93.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +18.1% 1,290,849 $92.6M
New York State Common Retirement Fund 0.12% Reduce -1.0% 1,279,289 $91.8M
Russell Investments Group, Ltd. 0.14% Reduce -5.1% 1,275,437 $91.5M
Zacks Investment Management 0.95% Add +2.9% 1,237,925 $88.8M
Junto Capital Management LP 1.92% New 1,211,647 $86.9M
State Board of Administration of Florida Retirement System 0.20% Add +0.5% 1,218,465 $84.8M
Alliancebernstein L.P. 0.03% Reduce -7.3% 1,141,178 $81.9M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -25.4% 1,069,700 $76.7M
Amundi 0.03% Reduce -42.3% 1,083,962 $76.5M
BNP Paribas Financial Markets 0.09% Add +61.0% 1,058,062 $75.9M
Macquarie Group Ltd. 0.09% Add +0.5% 1,056,475 $75.8M
New York State Teachers Retirement System 0.16% Reduce -2.7% 1,035,678 $74.3M
Commonwealth Equity Services, LLC 0.12% Add +5.1% 1,008,303 $72.3M
Stonegate Investment Group, LLC 2.24% Add +0.6% 993,342 $71.3M
Natixis Advisors, LLC 0.16% Add +2.1% 961,163 $69.0M
Mawer Investment Management Ltd. 0.32% Add +18.0% 959,183 $68.8M
HighTower Advisors, LLC 0.11% Reduce -6.7% 944,091 $67.8M
Credit Suisse AG/ 0.06% Add +0.4% 933,252 $67.0M
InterOcean Capital Group, LLC 1.53% Add +9.6% 893,434 $64.1M
Boston Partners 0.08% Add +8.4% 880,367 $63.2M
Truist Financial Corp. 0.09% Reduce -4.8% 868,320 $62.3M
Reaves W H & Co. Inc. 2.27% Reduce -1.1% 866,668 $62.2M
Stifel Financial Corp. 0.07% Reduce -21.8% 844,902 $60.6M
Korea Investment CORP 0.15% Add +98.3% 839,794 $60.2M
Brandywine Global Investment Management, LLC 0.44% New 837,702 $60.1M
Prudential Financial Inc. 0.08% Reduce -5.4% 793,676 $56.9M
Welch Group, LLC 2.81% Add +1.4% 789,070 $56.6M
Old Republic International Corp. 2.16% No change 766,000 $55.0M
Clark Capital Management Group, Inc. 0.39% Add +1.1% 736,134 $52.8M
Capital Advisors Inc. 1.11% Add +1.2% 719,899 $51.6M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -0.5% 689,753 $49.5M
Ceredex Value Advisors LLC 0.84% New 669,406 $48.0M
Renaissance Technologies 0.07% Add +203.7% 663,200 $47.6M
Sei Investments Co. 0.07% Reduce -11.8% 634,976 $45.6M
Point72 Asset Management 0.13% New 634,329 $45.5M
State of New Jersey Common Pension Fund D 0.14% No change 624,178 $44.8M
CBRE Investment Management Listed Real Assets LLC 0.82% Reduce -23.7% 613,265 $44.0M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -0.9% 609,445 $43.7M
Qube Research & Technologies Ltd 0.08% Add +120.0% 607,651 $43.6M
Citigroup Inc. 0.05% Add +0.1% 597,546 $42.9M
State of Wisconsin Investment Board 0.11% Add +2.9% 591,026 $42.4M
Osaic Holdings, Inc. 0.09% Reduce -28.3% 580,852 $41.7M
Vaughan David Investments LLC 1.00% Add +0.5% 561,653 $40.3M
Capital Investment Advisors, LLC 0.93% Add +2.1% 553,583 $39.7M
Capital International, Inc. 0.53% Add +19.7% 543,851 $39.0M
Cetera Investment Advisers 0.09% Add +161.6% 534,708 $38.4M
Toronto Dominion Bank 0.06% Reduce -17.8% 534,316 $38.3M
Voya Investment Management LLC 0.04% Reduce -0.9% 533,671 $38.3M
PNC Financial Services Group, Inc. 0.03% Reduce -2.3% 531,415 $38.1M
Public Employees Retirement System of Ohio 0.15% Reduce -7.0% 522,590 $37.5M
CANADA LIFE ASSURANCE Co 0.08% Add +0.5% 521,042 $37.4M
Asset Management One Co., Ltd. 0.14% Reduce -3.5% 499,229 $35.8M
Healthcare of Ontario Pension Plan Trust Fund 0.13% No change 494,000 $35.4M
Treasurer of the State of North Carolina 0.15% Add +0.7% 487,134 $34.9M
Resona Asset Management Co.,Ltd. 0.20% — 461,361 $33.1M
Swiss Life Asset Management Ltd 0.45% Add +102.9% 452,496 $32.5M
Aberdeen Group plc 0.06% Add +0.3% 450,454 $32.3M
Allspring Global Investments Holdings, LLC 0.05% Reduce -10.6% 449,195 $32.2M
Hyman Charles D 1.78% Add +0.3% 448,632 $32.2M
Magellan Asset Management Ltd 0.31% Reduce 0.0% 447,866 $32.1M
Bollard Group LLC 0.97% Add +1.4% 445,765 $32.0M
Crawford Investment Counsel Inc. 0.59% Add +3.7% 439,299 $31.5M
US Bancorp \de 0.04% Reduce -0.9% 435,027 $31.2M
Gabelli Funds LLC 0.23% Reduce -2.3% 432,850 $31.1M
FIL Ltd 0.03% Add +690.5% 424,510 $30.5M
Norris Perne & French LLP 2.03% Add +2.5% 393,082 $28.2M
Janney Montgomery Scott LLC 0.08% Reduce -2.7% 385,131 $27.6M
TD Asset Management Inc 0.03% Add +1.3% 378,632 $27.2M
State of Tennessee, Department of Treasury 0.10% Reduce -26.7% 377,119 $27.1M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -1.3% 370,839 $26.6M
Liberty One Investment Management, LLC 3.01% Add +2.1% 370,492 $26.6M
IFM Investors Pty Ltd 0.28% Add +1.4% 364,218 $26.1M
EP Wealth Advisors, LLC 0.30% Reduce -32.1% 360,754 $25.9M
GW Henssler & Associates Ltd. 1.50% Reduce -0.3% 356,227 $25.6M
STRS Ohio 0.10% Add +7.3% 354,296 $25.4M
National Bank of Canada 0.04% Reduce -65.6% 324,001 $25.3M
Mariner, LLC 0.05% Reduce -3.5% 352,375 $25.3M
Teacher Retirement System of Texas 0.16% Add +38.6% 348,932 $25.0M
Hudson Bay Capital Management LP 0.25% Add +76.5% 346,207 $24.8M
Nomura Asset Management Co. Ltd. 0.09% Add +0.1% 345,216 $24.8M
MML Investors Services, LLC 0.10% Reduce -1.4% 338,462 $24.3M
Mackenzie Financial Corp. 0.03% Reduce -22.6% 336,115 $24.1M
Creative Planning 0.03% Add +6.4% 328,686 $23.6M
Wealth Enhancement Advisory Services, LLC 0.06% Add +4.4% 323,294 $23.2M
Baird Financial Group, Inc. 0.05% Reduce -6.4% 319,663 $22.9M
Arizona State Retirement System 0.16% Add +2.0% 312,971 $22.5M
First Horizon Advisors, Inc. 0.69% Add +4.6% 312,721 $22.4M
Hennessy Advisors Inc. 0.91% Reduce -4.9% 302,300 $21.7M
Cahaba Wealth Management, Inc. 1.96% Add +1.3% 300,105 $21.5M
State of Michigan Retirement System 0.12% Add +0.1% 298,823 $21.4M
DDD Partners, LLC 2.58% New 294,051 $21.1M
Susquehanna International Group, LLP 0.03% Reduce -31.6% 291,753 $20.9M
Captrust Financial Advisors 0.07% Reduce -0.9% 280,680 $20.1M
Kestra Advisory Services, LLC 0.13% Add +17.3% 278,880 $20.0M
Orion Porfolio Solutions, LLC 0.21% Reduce -1.8% 277,911 $19.9M
Orion Portfolio Solutions, LLC 0.21% Reduce -1.8% 277,911 $19.9M
CIBC Asset Management Inc 0.07% Add +1.0% 277,179 $19.9M
American International Group, Inc. 0.07% Reduce -0.3% 276,233 $19.8M
Van Eck Associates Corp. 0.03% Reduce -3.5% 273,212 $19.6M
Comerica Bank 0.08% Reduce -1.9% 265,325 $19.0M
American Century Companies Inc. 0.01% Reduce -16.4% 264,339 $19.0M
Exchange Traded Concepts, LLC 0.49% Add +2836.9% 261,682 $18.8M
Regions Financial Corp. 0.14% Reduce -7.2% 261,525 $18.8M
Corient Private Wealth LP 0.03% Reduce -19.5% 260,043 $18.7M
Susquehanna Portfolio Strategies, LLC 0.43% Reduce -35.8% 259,550 $18.6M
MetLife Investment Management, LLC 0.12% Reduce -3.5% 255,350 $18.3M
Focus Partners Wealth 0.14% Add +1783.3% 247,525 $17.8M
Financial Counselors Inc. 0.29% Add +0.5% 243,323 $17.5M
Sabal Trust CO 1.01% Add +7.7% 242,557 $17.4M
Retirement Systems of Alabama 0.07% Add +0.1% 240,716 $17.3M
Mercer Global Advisors Inc. 0.05% Add +35.2% 236,115 $17.0M
Davidson Investment Advisors 0.88% Add +0.3% 236,336 $17.0M
Forsta Ap-Fonden 0.14% Reduce -6.9% 234,300 $16.8M
Squarepoint Ops LLC 0.07% Add +266.0% 232,826 $16.7M
DNB Asset Management AS 0.09% Reduce -28.2% 231,570 $16.6M
FUKOKU MUTUAL LIFE INSURANCE Co 1.31% Reduce -2.1% 231,387 $16.6M
Florida Trust Wealth Management Co 0.56% Reduce -0.3% 228,446 $16.4M
Texas Permanent School Fund Corp. 0.13% Add +0.1% 225,441 $16.2M
Amalgamated Bank 0.14% Reduce -15.2% 224,667 $16.1M
Illinois Municipal Retirement Fund 0.24% Add +491.9% 222,600 $16.0M
Crossmark Global Holdings, Inc. 0.31% Add +5.5% 221,963 $15.9M
CWA Asset Management Group, LLC 0.95% Add +1.6% 218,650 $15.7M
Stephens Inc. 0.24% Add +4.0% 217,254 $15.6M
Calamos Advisors LLC 0.11% Reduce -2.0% 213,991 $15.4M
Richard C. Young & CO., LTD. 1.92% Reduce -1.0% 213,707 $15.3M
Edgar Lomax Co. 0.94% Reduce -50.8% 211,615 $15.2M
Assenagon Asset Management S.A. 0.04% Add +664.0% 205,641 $14.8M
NewEdge Advisors, LLC 0.13% Reduce -60.3% 200,857 $14.4M
Rockefeller Capital Management L.P. 0.04% Add +29.6% 196,866 $14.1M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -3.1% 195,054 $14.0M
Cullinan Associates Inc. 0.78% Add +37.8% 194,754 $14.0M
Becker Capital Management Inc. 0.48% Add +4.5% 193,295 $13.9M
Verity & Verity, LLC 1.54% Reduce -19.1% 193,219 $13.9M
Nichols & Pratt Advisers LLP 0.93% Reduce -1.0% 192,302 $13.8M
Czech National Bank 0.18% Add +0.5% 191,895 $13.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +1.4% 189,545 $13.6M
Utah Retirement Systems 0.16% Reduce -0.1% 188,872 $13.5M
Calamos Wealth Management LLC 0.77% Add +3.2% 187,188 $13.4M
Dakota Wealth Management 0.33% Add +5223.1% 184,446 $13.2M
Capital Fund Management S.A. 0.16% New 184,104 $13.2M
Jane Street Group, LLC 0.02% Reduce -43.0% 183,177 $13.1M
Aptus Capital Advisors, LLC 0.28% Add +11.4% 182,139 $13.1M
Lockheed Martin Investment Management Co. 0.94% Reduce -8.6% 182,440 $12.9M
DekaBank Deutsche Girozentrale 0.02% Add +13.8% 179,464 $12.7M
USS Investment Management Ltd 0.10% Reduce -4.7% 176,885 $12.7M
Eagle Ridge Investment Management 1.17% Add +0.8% 176,446 $12.7M
Schroder Investment Management Group 0.01% Reduce -4.7% 173,604 $12.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.2% 169,817 $12.2M
Leavell Investment Management, Inc. 0.70% Reduce -2.6% 169,070 $12.1M
Cornerstone Wealth Group, LLC 1.12% Add +3.0% 168,993 $12.1M
Eventide Asset Management, LLC 0.19% Reduce -0.1% 168,863 $12.1M
Yousif Capital Management, LLC 0.13% Reduce -1.9% 168,492 $12.1M
Nisa Investment Advisors, LLC 0.08% Add +12.6% 167,796 $12.0M
M&T Bank Corp 0.04% Add +4.9% 165,518 $11.9M
Cwm, LLC 0.06% Add +6.8% 164,248 $11.8M
AQR Capital Management 0.02% Reduce -17.9% 160,431 $11.5M
Capital Group Private Client Services, Inc. 0.12% Reduce -2.7% 159,169 $11.4M
Rockland Trust Co. 0.59% Add +2.3% 157,303 $11.3M
HB Wealth Management, LLC 0.14% Add +0.3% 156,635 $11.2M
Public Employees Retirement Association of Colorado 0.05% Reduce -3.8% 156,245 $11.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +5.3% 174,112 $11.1M
MAI Capital Management 0.11% Add +75.9% 151,713 $10.9M
Envestnet Portfolio Solutions, Inc. 0.04% Add +5.7% 151,197 $10.8M
SG Americas Securities, LLC 0.06% Reduce -18.8% 151,061 $10.8M
SPX Gestao de Recursos Ltda 0.94% New 150,300 $10.8M
New York Life Investment Management LLC 0.11% Reduce -3.7% 149,023 $10.7M
Pinnacle Financial Partners Inc 0.23% Add +5.6% 148,684 $10.7M
Bragg Financial Advisors, Inc 0.47% Add +1.9% 147,259 $10.6M
Pathstone Holdings, LLC 0.05% Reduce -0.2% 146,976 $10.5M
State of Alaska, Department of Revenue 0.12% Reduce -6.3% 146,765 $10.5M
Xponance LLC 0.11% Add +5.8% 146,383 $10.5M
Benjamin F. Edwards & Company, Inc. 0.19% Add +1.4% 146,000 $10.5M
Atria Investments, Inc 0.14% Add +3.7% 145,353 $10.4M
ProShare Advisors LLC 0.03% Reduce -1.6% 144,106 $10.3M
Janus Henderson Group PLC 0.01% Reduce -25.4% 143,816 $10.3M
Mutual of America Capital Management LLC 0.11% Reduce -2.0% 142,991 $10.3M
Foster Victor Wealth Advisors, LLC 0.93% Add +4.4% 147,083 $10.2M
Bank of Nova Scotia 0.02% Reduce -73.9% 140,817 $10.1M
Allianz Asset Management GmbH 0.02% Add +46.9% 139,587 $10.0M
CCM Investment Advisers LLC 1.19% Reduce -1.3% 138,007 $9.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +3.5% 137,857 $9.9M
Huntington National Bank 0.11% Add +79.5% 137,264 $9.8M
Tortoise Capital Advisors, L.L.C. 0.14% Add +18.3% 136,706 $9.8M
CIBC Private Wealth Group LLC 0.02% Add +4.6% 137,376 $9.8M
Core Alternative Capital 1.74% Reduce -7.2% 135,593 $9.7M
Vestcor Inc 0.33% Add +3.6% 134,158 $9.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +4.0% 130,623 $9.4M
Keybank National Association 0.04% Reduce -0.4% 129,951 $9.3M
Bell Bank 0.80% Add +2.8% 129,946 $9.3M
Alerus Financial NA 0.70% Add +41.9% 129,259 $9.3M
Daiichi Life Insurance Co., Ltd. 0.21% Add +21.5% 129,092 $9.3M
Biondo Investment Advisors, LLC 1.42% Add +1.1% 127,819 $9.2M
RFG Advisory, LLC 0.31% Add +1.7% 127,211 $9.1M
Agf Management Ltd. 0.05% Reduce -4.1% 126,436 $9.1M
Nissay Asset Management Corp. /Japan 0.06% Reduce -2.1% 125,742 $9.0M
Commerce Bank 0.06% Add +14.7% 125,531 $9.0M
Rafferty Asset Management, LLC 0.03% Add +3.1% 125,490 $9.0M
Public Sector Pension Investment Board 0.06% Reduce -3.4% 123,665 $8.9M
Signature Wealth Management Group 3.98% Add +1.0% 121,271 $8.7M
Jamison Private Wealth Management, Inc. 1.48% Add +1.4% 121,931 $8.7M
Cerity Partners LLC 0.02% Reduce -34.2% 121,295 $8.7M
Fifth Third Bancorp 0.03% Add +0.3% 121,473 $8.7M
Independent Advisor Alliance 0.31% Reduce -2.2% 121,340 $8.7M
Morgan Dempsey Capital Management LLC 2.76% Reduce -9.6% 120,251 $8.6M
Advisory Services Network, LLC 0.19% Reduce -2.2% 120,138 $8.6M
O'shaughnessy Asset Management, LLC 0.09% Add +15.7% 118,706 $8.5M
TCTC Holdings, LLC 0.28% Reduce -0.1% 117,055 $8.4M
Ilmarinen Mutual Pension Insurance Co 0.10% Reduce -33.7% 117,000 $8.4M
Pinnacle Associates Ltd. 0.13% Reduce -4.4% 114,334 $8.2M
Raymond James Trust N.A. 0.20% Add +0.8% 113,912 $8.2M
Pacer Advisors, Inc. 0.02% Reduce -5.4% 113,243 $8.1M
Daiwa Securities Group Inc. 0.05% Add +11.2% 112,055 $8.0M
Robeco Institutional Asset Management B.V. 0.02% Reduce -15.1% 111,250 $8.0M
Guggenheim Capital LLC 0.06% Reduce -12.0% 109,717 $7.9M
Connor, Clark & Lunn Investment Management Ltd. 0.03% New 109,438 $7.9M
Cibc World Markets Corp. 0.05% Reduce -67.4% 109,336 $7.8M
Associated Banc-Corp 0.25% Reduce -1.2% 109,062 $7.8M
Fiduciary Group, LLC 0.85% Reduce -0.3% 108,772 $7.8M
Private Advisor Group, LLC 0.06% Add +4.8% 106,758 $7.7M
Visionary Wealth Advisors 0.51% Add +11.9% 105,199 $7.5M
Hantz Financial Services, Inc. 0.15% Reduce -3.7% 105,104 $7.5M
Beacon Pointe Advisors, LLC 0.08% Reduce -1.3% 104,590 $7.5M
Arkadios Wealth Advisors 0.58% Add +1.9% 104,523 $7.5M
Kanawha Capital Management LLC 0.60% Add +2.2% 104,411 $7.5M
DAVENPORT & Co LLC 0.05% Reduce -3.3% 103,681 $7.4M
Advisors Management Group Inc. 1.80% Reduce -0.6% 101,035 $7.2M
Buck Wealth Strategies, LLC 2.43% Add +1132.8% 98,627 $7.1M
Zions Bancorporation, N.A. 0.51% Add +2.2% 97,363 $7.0M
Principle Wealth Partners LLC 0.54% Add +5.3% 97,051 $7.0M
Atria Wealth Solutions, Inc. 0.08% Add +9.7% 96,952 $7.0M
ARS Wealth Advisors Group, LLC 0.94% Reduce -10.5% 96,735 $6.9M
Azimuth Capital Investment Management LLC 0.28% Add +282.4% 94,879 $6.8M
Advocate Group LLC 1.35% Reduce -0.6% 94,696 $6.8M
Insight Folios Inc 2.73% Add +2.0% 94,141 $6.8M
Oregon Public Employees Retirement Fund 0.13% Add +9.6% 93,277 $6.7M
Gulf International Bank (UK) Ltd 0.17% Add +1.3% 92,469 $6.6M
Edgemoor Investment Advisors, Inc. 0.63% Reduce -1.1% 91,915 $6.6M
Blair William & Co. 0.02% Add +1.6% 91,898 $6.6M
United Capital Financial Advisors, LLC 0.05% Reduce -27.0% 91,677 $6.6M
Waverly Advisors, LLC 0.15% Add +22.3% 91,668 $6.6M
Fisher Asset Management 0.00% Add +8.3% 91,608 $6.6M
Thomasville National Bank 0.54% Add +0.5% 91,512 $6.6M
Windle Wealth, LLC 4.12% Add +4.2% 90,191 $6.5M
Sound View Wealth Advisors Group, LLC 0.69% Reduce -3.0% 89,748 $6.4M
QRG Capital Management, Inc. 0.08% Reduce -6.2% 89,558 $6.4M
IFG Advisory, LLC 0.48% Add +2.2% 89,497 $6.4M
Lido Advisors, LLC 0.06% Add +27.9% 89,310 $6.4M
First PREMIER Bank 1.69% Reduce -3.0% 89,255 $6.4M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -5.0% 88,641 $6.4M
Keel Point, LLC 0.66% Add +0.8% 88,648 $6.4M
Aull & Monroe Investment Management Corp 2.91% Reduce -1.0% 88,481 $6.3M
Cornerstone Advisors, LLC 0.26% Reduce -2.4% 87,800 $6.3M
Wealthfront Advisers LLC 0.02% Reduce -2.3% 87,729 $6.3M
MassMutual Private Wealth & Trust, FSB 0.19% Add +1.1% 87,097 $6.2M
Legacy Capital Wealth Partners, LLC 4.42% New 84,477 $6.2M
MainStreet Investment Advisors LLC 0.74% Reduce -1.1% 86,203 $6.2M
Avantax Advisory Services, Inc. 0.05% Reduce -2.6% 86,063 $6.2M
GLOBALT Investments LLC / GA 0.24% Reduce -1.3% 85,733 $6.2M
Chronos Wealth Management, LLC 3.52% Add +4.3% 83,943 $6.0M
Steward Partners Investment Advisory, LLC 0.07% Add +13.5% 83,471 $6.0M
CENTRAL TRUST Co 0.15% Reduce -0.3% 83,093 $6.0M
Kentucky Retirement Systems 0.18% Reduce -5.1% 82,825 $5.9M
Sky Investment Group LLC 1.16% Add +0.1% 82,232 $5.9M
Dynamic Advisor Solutions LLC 0.20% Add +6.7% 81,783 $5.9M
Am Investment Strategies LLC 1.49% Add +21.3% 81,655 $5.9M
Maryland State Retirement & Pension System 0.12% No change 84,832 $5.9M
Towne Trust Company, N.A 2.10% Reduce -0.6% 80,426 $5.8M
King Luther Capital Management Corp. 0.03% Add +21.1% 80,325 $5.8M
Vanguard Personalized Indexing Management, LLC 0.12% Add +11.8% 79,643 $5.7M
Brookstone Capital Management 0.10% Add +18.2% 79,414 $5.7M
Credit Agricole S A 0.10% New 80,639 $5.7M
Executive Wealth Management, LLC 0.50% Reduce -1.4% 79,978 $5.7M
Baltimore-Washington Financial Advisors, Inc. 0.36% Add +5.9% 79,161 $5.7M
Panagora Asset Management Inc. 0.03% Add +14.7% 79,100 $5.7M
M&G PLC 0.04% — 78,438 $5.6M
Prospera Financial Services Inc 0.17% Add +1.4% 78,164 $5.6M
Albion Financial Group 0.43% Reduce -0.1% 77,938 $5.6M
Trustmark Bank Trust Department 0.45% Add +0.5% 77,356 $5.5M
KBC Group NV 0.02% Add +5.7% 77,352 $5.5M
Anchor Investment Management, LLC 0.58% Add +2.0% 77,109 $5.5M
Peconic Partners LLC 0.24% New 76,819 $5.5M
Carret Asset Management, LLC 0.64% Add +0.1% 76,309 $5.5M
Cornerstone Capital, Inc. 0.56% Reduce -57.1% 75,871 $5.4M
Thrivent Financial for Lutherans 0.01% Reduce -24.0% 75,764 $5.4M
Telos Capital Management, Inc. 0.61% Add +1.3% 75,458 $5.4M
Naples Global Advisors, LLC 0.54% Add +1.8% 74,126 $5.3M
Neuberger Berman Group LLC 0.00% Reduce -11.1% 74,086 $5.3M
Van Lanschot Kempen Investment Management N.V. 0.07% Reduce -38.1% 73,382 $5.3M
D.A. Davidson & Co. 0.05% Add +0.3% 73,286 $5.3M
Coston, McIsaac & Partners 1.68% Add +4.0% 73,048 $5.2M
Coldstream Capital Management Inc. 0.13% Add +4.7% 71,782 $5.1M
South Dakota Investment Council 0.11% No change 71,106 $5.1M
UMB Bank, n.a. 0.08% Reduce -17.1% 70,953 $5.1M
B. Riley Wealth Advisors, Inc. 0.14% Add +4.4% 78,636 $5.1M
Hennion & Walsh Asset Management, Inc. 0.27% Reduce -4.7% 70,622 $5.1M
Hartford Investment Management Co. 0.18% Reduce -4.1% 70,502 $5.1M
Capital Investment Counsel, LLC 1.08% Add +60.4% 70,423 $5.1M
Ieq Capital, LLC 0.07% Add +11.5% 69,950 $5.0M
Carson Advisory Inc. 3.53% Reduce -0.4% 69,945 $5.0M
Institutional & Family Asset Management, LLC 0.80% Add +4.6% 69,546 $5.0M
Schaper Benz & Wise Investment Counsel Inc. 0.42% Reduce -2.6% 69,519 $5.0M
TD Waterhouse Canada Inc. 0.04% Add +1131.9% 55,779 $5.0M
Moors & Cabot, Inc. 0.27% Add +3.0% 68,947 $4.9M
Lanark Financial, Inc. 0.46% Add +2.1% 68,210 $4.9M
Oppenheimer & Co. Inc. 0.08% Reduce -9.6% 67,305 $4.8M
Intact Investment Management Inc. 0.19% No change 67,200 $4.8M
Lombard Odier Asset Management (Switzerland) SA 0.34% New 67,085 $4.8M
Community Bank & Trust, Waco, Texas 1.17% Add +0.3% 66,706 $4.8M
Lumbard & Kellner, LLC 2.32% Reduce -0.1% 66,401 $4.8M
Ellsworth Advisors, LLC 1.37% Add +5.4% 69,257 $4.8M
Jackson Hole Capital Partners, LLC 1.09% Add +951.1% 66,284 $4.8M
Millennium Management 0.00% Reduce -81.1% 66,121 $4.7M
Royal London Asset Management Ltd. 0.01% Reduce -32.2% 65,519 $4.7M
Sigma Planning Corp 0.15% Add +115.8% 65,456 $4.7M
Integrated Wealth Concepts LLC 0.07% Add +2.6% 65,019 $4.7M
Level Four Advisory Services, LLC 0.26% No change 66,229 $4.6M
Mitchell McLeod Pugh & Williams Inc. 1.12% Reduce -4.5% 64,617 $4.6M
Metis Global Partners, LLC 0.17% Add +1.5% 64,480 $4.6M
City Holding Co. 0.69% Add +2.2% 64,380 $4.6M
Securian Asset Management, Inc. 0.14% Reduce -6.9% 64,236 $4.6M
Goelzer Investment Management, Inc. 0.26% Reduce -0.8% 63,863 $4.6M
Baugh & Associates, LLC 2.43% Reduce -1.0% 63,714 $4.6M
Louisiana State Employees Retirement System 0.09% Reduce -3.6% 63,500 $4.6M
Savant Capital, LLC 0.05% Reduce -4.2% 63,166 $4.5M
Shilanski & Associates, Inc. 1.55% Reduce -0.1% 62,679 $4.5M
Moody LYNN Lieberson & Walker, LLC 0.30% Reduce -40.2% 62,537 $4.5M
Clearbridge Investments, LLC 0.00% Reduce -0.8% 62,490 $4.5M
First Citizens Bank & Trust Co. 0.09% Add +13.0% 62,179 $4.5M
Stratos Wealth Partners, LTD. 0.07% Add +0.8% 61,833 $4.4M
Foundations Investment Advisors, LLC 0.12% Add +2.9% 61,725 $4.4M
B. Metzler seel. Sohn & Co. AG 0.05% Add +2.5% 61,534 $4.4M
Global Wealth Management Investment Advisory, Inc. 1.08% Add +9.1% 61,207 $4.4M
Cresset Asset Management, LLC 0.02% Add +12.1% 60,618 $4.3M
BW Gestao de Investimentos Ltda. 0.39% New 60,000 $4.3M
SpiderRock Advisors, LLC 0.14% — 61,960 $4.3M
Bridge Creek Capital Management LLC 1.38% Reduce -0.1% 59,913 $4.3M
Birmingham Capital Management Co. Inc. 1.57% Reduce -2.6% 59,650 $4.3M
Spirepoint Private Client, LLC 0.65% — 59,605 $4.3M
Quantinno Capital Management LP 0.09% Add +9.8% 58,875 $4.2M
Buckhead Capital Management LLC 1.43% Add +2.2% 58,760 $4.2M
Man Group plc 0.01% Add +378.1% 58,726 $4.2M
StoneX Group Inc. 0.38% Add +2.5% 58,721 $4.2M
Tudor Investment Corporation 0.05% Reduce -82.1% 58,555 $4.2M
Schnieders Capital Management LLC 0.87% Reduce -1.9% 58,099 $4.2M
Simmons Bank 0.31% Add +4.2% 57,864 $4.2M
Kestra Private Wealth Services, LLC 0.09% Reduce -2.5% 56,943 $4.1M
Pathway Financial Advisers, LLC 1.46% Reduce -2.1% 56,591 $4.1M
Park Avenue Securities LLC 0.05% Add +49.0% 56,169 $4.0M
United Bank 2.05% Add +51.0% 56,162 $4.0M
American Trust Investment Advisors, LLC 1.92% Add +6.0% 56,145 $4.0M
Planning Capital Management Corp 2.93% Add +2.7% 55,933 $4.0M
AE Wealth Management LLC 0.04% Reduce -79.1% 55,451 $4.0M
Trajan Wealth LLC 0.27% — 55,387 $4.0M
Trinity Legacy Partners, LLC 1.16% Add +16.7% 55,153 $4.0M
First Bank & Trust 0.82% Reduce -4.8% 55,046 $3.9M
Wealthcare Advisory Partners LLC 0.13% Add +6.2% 55,034 $3.9M
New Mexico Educational Retirement Board 0.14% Reduce -3.0% 54,987 $3.9M
Citadel Advisors 0.00% Reduce -74.6% 54,855 $3.9M
Lincoln National Corp. 0.06% Add +5.4% 53,900 $3.9M
First Personal Financial Services 0.90% Add +93.9% 53,868 $3.9M
Wesbanco Bank Inc. 0.14% Add +34.1% 53,384 $3.8M
Glenmede Trust Co. NA 0.02% Add +0.1% 52,974 $3.8M
Advisors Asset Management, Inc. 0.07% Reduce -13.5% 52,920 $3.8M
Nordea Investment Management AB 0.00% Reduce -1.2% 52,853 $3.8M
Great Valley Advisor Group, Inc. 0.11% Add +53.5% 52,061 $3.7M
Ameritas Investment Partners, Inc. 0.13% Add +1.4% 52,045 $3.7M
Bremer Bank National Association 0.69% Add +1559.1% 51,680 $3.7M
Montag A & Associates Inc. 0.19% Reduce -17.3% 51,541 $3.7M
Steward Partners Investment Solutions, LLC 0.62% Add +6.4% 51,327 $3.7M
Money Concepts Capital Corp. 0.34% Add +0.3% 50,913 $3.7M
Oakworth Capital, Inc. 0.27% Add +1.2% 50,398 $3.6M
Laurel Wealth Advisors LLC 0.62% Add +0.7% 50,105 $3.6M
Concurrent Investment Advisors, LLC 0.15% Reduce -4.3% 50,010 $3.6M
Sugarloaf Wealth Management, LLC 0.74% Add +2.1% 49,875 $3.6M
Main Street Financial Solutions, LLC 0.38% Add +7.7% 49,755 $3.6M
Wilbanks Smith & Thomas Asset Management LLC 0.10% Reduce -1.9% 49,178 $3.5M
All Terrain Financial Advisors, LLC 1.52% Reduce -0.1% 49,124 $3.5M
Shelton Capital Management 0.10% Reduce -1.0% 48,509 $3.5M
Greatmark Investment Partners, Inc. 0.50% Add +0.1% 48,353 $3.5M
First National Bank of Omaha 0.23% New 37,051 $3.4M
Shorepoint Capital Partners LLC 0.82% Add +8.2% 46,942 $3.4M
Equitable Holdings, Inc. 0.04% Add +15.0% 46,698 $3.4M
Signaturefd, LLC 0.07% Add +1.7% 46,341 $3.3M
Apollon Wealth Management, LLC 0.10% Reduce -5.9% 46,160 $3.3M
Woodley Farra Manion Portfolio Management Inc. 0.18% Reduce -6.6% 45,762 $3.3M
Virginia Wealth Management Group, Inc. 2.68% Add +9.5% 45,734 $3.3M
Sequoia Financial Advisors, LLC 0.04% Reduce -11.4% 45,451 $3.3M
Palisade Asset Management, LLC 0.32% No change 45,394 $3.3M
Merit Financial Group, LLC 0.08% Add +6.3% 42,900 $3.3M
Red Cedar Investment Management, LLC 0.40% No change 44,897 $3.2M
Tokio Marine Asset Management Co. Ltd. 0.16% Add +2.5% 44,854 $3.2M
Csenge Advisory Group 0.18% Reduce -1.5% 44,674 $3.2M
Hengehold Capital Management LLC 0.34% Reduce -0.5% 44,660 $3.2M
TD Private Client Wealth LLC 0.10% Reduce -14.5% 44,231 $3.2M
Bessemer Group Inc. 0.01% Add +241.7% 44,240 $3.2M
Fulton Bank, N.A. 0.13% Add +0.1% 44,139 $3.2M
Metropolitan Life Insurance Co 0.14% Reduce -0.9% 43,987 $3.2M
Entropy Technologies, LP 0.34% Add +228.1% 43,926 $3.2M
MTM Investment Management, LLC 1.30% Add +0.1% 43,889 $3.1M
Canandaigua National Bank & Trust Co. 0.47% Reduce -0.7% 43,804 $3.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.32% No change 43,793 $3.1M
Richard Bernstein Advisors LLC 0.07% No change 43,628 $3.1M
Rench Wealth Management, Inc. 1.19% Add +1.6% 43,320 $3.1M
Avantax Planning Partners, Inc. 0.10% Add +298.9% 43,256 $3.1M
Patrick Mauro Investment Advisor, INC. 1.76% Reduce -3.6% 43,073 $3.1M
Alpine Woods Capital Investors, LLC 0.61% Reduce -22.8% 41,801 $3.1M
Waters Parkerson & Co., LLC 0.16% Reduce -6.3% 42,798 $3.1M
Bison Wealth, LLC 0.50% Reduce -1.1% 42,738 $3.1M
Morton Community Bank 0.88% Add +3.6% 42,655 $3.1M
Cary Street Partners Investment Advisory LLC 0.13% Reduce -1.5% 42,390 $3.0M
Blue Trust, Inc. 0.04% Add +0.7% 42,323 $3.0M
Nepsis Inc. 0.82% Add +69.6% 42,133 $3.0M
Sagefield Capital LP 0.37% Add +223.9% 41,797 $3.0M
Intech Investment Management LLC 0.04% Add +382.0% 41,790 $3.0M
Praxis Investment Management Inc. 0.20% Add +15.6% 41,691 $3.0M
Sovereign Financial Group, Inc. 0.78% Add +6.4% 41,216 $3.0M
Prime Capital Investment Advisors, LLC 0.04% Reduce -8.4% 40,997 $2.9M
Argent Trust Co 0.13% Add +2.1% 40,922 $2.9M
OneAscent Wealth Management LLC 1.12% Reduce -3.2% 40,854 $2.9M
HighPoint Advisor Group LLC 0.21% Add +0.1% 37,102 $2.9M
Profund Advisors LLC 0.11% Reduce -7.7% 40,694 $2.9M
Los Angeles Capital Management LLC 0.01% Reduce -0.3% 40,533 $2.9M
Jacobs Levy Equity Management, Inc. 0.01% Add +422.2% 40,501 $2.9M
First National Trust Co 0.12% Reduce -13.9% 40,481 $2.9M
Clarkston Capital Partners, LLC 0.05% No change 40,262 $2.9M
LongView Wealth Management 1.14% Reduce -4.7% 40,151 $2.9M
Tiaa Trust, National Association 0.01% Add +0.5% 40,021 $2.9M
Providence Capital Advisors, LLC 0.63% Add +2.2% 39,957 $2.9M
Mainstay Capital Management LLC 0.54% Add +4.3% 39,621 $2.8M
GYL Financial Synergies, LLC 0.22% Reduce -1.6% 39,440 $2.8M
Concentric Capital Strategies, LP 0.18% New 39,357 $2.8M
Dearborn Partners LLC 0.12% Reduce -1.6% 39,180 $2.8M
Empirical Finance, LLC 0.17% Add +3.5% 38,898 $2.8M
Brick & Kyle, Associates 1.23% Reduce -1.9% 38,794 $2.8M
TrueWealth Advisors, LLC 1.06% Add +3.6% 38,387 $2.8M
Brown Advisory Inc. 0.00% Add +4.7% 38,197 $2.7M
McRae Capital Management Inc. 0.58% Reduce -0.1% 37,129 $2.7M
Lantz Financial LLC 0.85% Reduce -0.1% 36,866 $2.6M
Pettyjohn, Wood & White, Inc. 0.53% Reduce -5.3% 36,835 $2.6M
Family Legacy, Inc. 0.95% Reduce -2.0% 36,773 $2.6M
OneDigital Investment Advisors LLC 0.04% Add +0.4% 36,480 $2.6M
Forte Capital LLC 0.32% Add +15.9% 36,315 $2.6M
Great Lakes Advisors, LLC 0.02% Reduce -5.9% 36,306 $2.6M
Norinchukin Bank, The 0.08% Reduce -1.3% 36,293 $2.6M
Bokf, NA 0.05% Reduce -1.3% 36,592 $2.6M
Woodstock Corp. 0.27% Add +95.0% 36,193 $2.6M
Woodmont Investment Counsel LLC 0.22% Reduce -1.8% 36,088 $2.6M
Imprint Wealth LLC 0.63% Add +30.4% 36,371 $2.6M
Raleigh Capital Management Inc. 1.12% Reduce -9.5% 36,033 $2.6M
Kentucky Retirement Systems Insurance Trust Fund 0.18% Reduce -7.4% 35,991 $2.6M
Gladstone Institutional Advisory LLC 0.14% Add +293.1% 35,465 $2.5M
Eudaimonia Advisors LLC 1.35% Reduce -6.1% 35,364 $2.5M
Murphy, Middleton, Hinkle & Parker, Inc. 1.47% Reduce -3.1% 35,193 $2.5M
Rothschild Investment LLC 0.18% Add +2.6% 34,733 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.3% 34,607 $2.5M
Harbour Trust & Investment Management Co 0.31% Reduce -5.5% 34,546 $2.5M
Compagnie Lombard Odier SCmA 0.04% No change 34,500 $2.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -2.7% 34,424 $2.5M
Essex Financial Services, Inc. 0.23% Reduce -3.3% 34,336 $2.5M
Buckingham Strategic Wealth, LLC 0.03% Add +16.2% 34,187 $2.5M
KCM Investment Advisors LLC 0.09% Add +2.8% 34,038 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -8.0% 33,660 $2.4M
Nicholas Hoffman & Company, LLC. 0.12% Reduce -2.6% 33,300 $2.4M
United Services Automobile Association 0.06% No change 32,889 $2.4M
Robbins Farley 1.29% Add +3.8% 32,751 $2.3M
Leelyn Smith, LLC 0.47% Add +0.2% 32,665 $2.3M
Hartford Financial Management Inc. 0.49% No change 32,447 $2.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 32,400 $2.3M
Allen Mooney & Barnes Investment Advisors LLC 0.45% Reduce -5.2% 33,447 $2.3M
Cibc World Market Inc. 0.01% Add +2.9% 32,395 $2.3M
Coastal Bridge Advisors, LLC 0.53% Add +0.5% 32,141 $2.3M
Walleye Capital LLC 0.03% Reduce -18.7% 32,132 $2.3M
Johnson Investment Counsel Inc. 0.02% Reduce -2.5% 31,959 $2.3M
Hayek Kallen Investment Management 0.88% Reduce -2.3% 31,885 $2.3M
IFP Advisors, Inc 0.10% Add +106.0% 31,725 $2.3M
Daymark Wealth Partners, LLC 0.12% Reduce -2.4% 31,641 $2.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -18.1% 31,372 $2.3M
SouthState Bank Corp 0.17% Add +3.5% 31,254 $2.2M
Bank of Hawaii 0.11% Add +1.5% 31,168 $2.2M
Texas Yale Capital Corp. 0.10% Reduce -0.1% 31,096 $2.2M
Harbour Investments, Inc. 0.08% Add +9.4% 30,975 $2.2M
Holderness Investments Co. 0.54% Reduce -0.8% 30,957 $2.2M
1832 Asset Management L.P. 0.00% Add +11.9% 30,938 $2.2M
Biltmore Family Office, LLC 0.43% No change 30,652 $2.2M
Courier Capital LLC 0.16% Reduce -12.8% 30,618 $2.2M
Sheaff Brock Investment Advisors, LLC 0.17% Add +0.1% 30,595 $2.2M
Verdence Capital Advisors LLC 0.20% Add +4.8% 30,269 $2.2M
Broadwater Capital Management LLC 1.66% Reduce -2.6% 30,180 $2.2M
Argyle Capital Management, LLC 0.83% Add +13.6% 30,071 $2.2M
Systematic Alpha Investments, LLC 0.09% No change 30,000 $2.2M
Mechanics Bank Trust Department 0.32% Reduce -0.6% 30,000 $2.2M
Wills Financial Group, Inc. 1.01% Add +0.4% 29,887 $2.1M
Concord Wealth Partners 0.39% Add +28.1% 29,847 $2.1M
L & S Advisors Inc 0.27% New 29,722 $2.1M
apricus wealth, LLC 1.50% Add +23.9% 29,690 $2.1M
Steel Grove Capital Advisors, LLC 0.28% Reduce -4.6% 29,666 $2.1M
Sowell Financial Services LLC 0.10% Reduce -8.2% 29,588 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.23% Add +0.3% 29,575 $2.1M
Concourse Financial Group Securities, Inc. 0.13% Add +0.5% 29,095 $2.1M
United Community Bank 0.81% Reduce -3.2% 29,059 $2.1M
Capital Group Investment Management Pte. LTD. 0.37% Reduce -81.6% 29,046 $2.1M
Pullen Investment Management, LLC 1.76% — 29,044 $2.1M
Smith Chas P & Associates Pa Cpas 0.13% Add +38.3% 29,029 $2.1M
Hartline Investment Corp./ 0.36% Add +502.1% 28,802 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.36% Add +11.9% 28,802 $2.1M
Snowden Capital Advisors LLC 0.07% Add +4.0% 28,687 $2.1M
Harbor Capital Advisors, Inc. 0.27% Add +31.9% 28,521 $2.0M
Rockline Wealth Management, LLC 0.71% Add +2.6% 28,475 $2.0M
Diversified, LLC 0.28% Add +0.1% 28,381 $2.0M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -2.7% 28,250 $2.0M
UniSuper Management Pty Ltd 0.02% Add +215.6% 28,177 $2.0M
Kingsview Wealth Management, LLC 0.05% Add +4.9% 27,957 $2.0M
TFG Advisers LLC 0.78% Add +1.2% 27,902 $2.0M
Adalta Capital Management LLC 1.11% Add +2.3% 27,896 $2.0M
Old Port Advisors 0.61% Add +7.8% 27,814 $2.0M
Regal Investment Advisors LLC 0.14% Add +4.4% 27,635 $2.0M
Centaurus Financial, Inc. 0.14% Reduce -5.0% 27,629 $2.0M
Allworth Financial LP 0.01% Add +15.6% 27,626 $2.0M
Americana Partners, LLC 0.17% Add +159.3% 27,621 $2.0M
JPL Wealth Management, LLC 1.09% Add +18.4% 27,562 $2.0M
Miller Howard Investments Inc. 0.06% Reduce -28.5% 27,503 $2.0M
Greenleaf Trust 0.02% Reduce -11.7% 27,463 $2.0M
NEOS Investment Management LLC 0.12% Add +77.3% 27,420 $2.0M
Jacobi Capital Management LLC 0.18% Reduce -6.4% 27,373 $2.0M
First Trust Direct Indexing L.P. 0.15% Reduce -2.0% 27,322 $2.0M
J.W. Cole Advisors, Inc. 0.10% Add +1.0% 27,285 $2.0M
Armor Investment Advisors, LLC 0.94% Reduce -16.5% 27,225 $2.0M
Kavar Capital Partners Group, LLC 0.36% Reduce -51.6% 27,193 $2.0M
Hancock Whitney Corp. 0.07% Reduce -2.8% 27,122 $1.9M
Tower Research Capital LLC (TRC) 0.05% Reduce -81.1% 27,078 $1.9M
NBT Bank, N.A. 0.14% Reduce -2.8% 27,054 $1.9M
Bailard, Inc. 0.05% Reduce -25.2% 26,950 $1.9M
Bank Ozk 0.86% Add +79.3% 26,850 $1.9M
S.E.E.D. Planning Group LLC 0.70% Add +358.5% 26,714 $1.9M
Mutual Advisors, LLC 0.06% Reduce -0.9% 26,698 $1.9M
PFG Investments, LLC 0.11% Add +271.1% 26,487 $1.9M
Private Trust Co. NA 0.20% Reduce -0.9% 26,228 $1.9M
Simplicity Wealth,LLC 0.04% New 26,205 $1.9M
Essex LLC 0.43% Reduce -2.9% 26,200 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -57.9% 26,191 $1.9M
First County Bank 0.92% Reduce -8.7% 26,180 $1.9M
Equitable Trust Co. 0.13% Reduce -8.6% 26,170 $1.9M
EverSource Wealth Advisors, LLC 0.15% Reduce -4.1% 25,473 $1.9M
Keene & Associates, Inc. 1.38% Add +1.0% 25,833 $1.9M
Donaldson Capital Management, LLC 0.08% Reduce -11.0% 25,816 $1.9M
John G Ullman & Associates Inc. 0.28% Add +0.4% 25,800 $1.9M
Huber Capital Management LLC 0.41% Add +20.6% 25,691 $1.8M
Degroof Petercam Asset Management 0.02% No change 25,679 $1.8M
Edgestream Partners, L.P. 0.09% Add +2.1% 25,641 $1.8M
Capital Square, LLC 1.28% Add +3.2% 25,279 $1.8M
IHT Wealth Management, LLC 0.07% Add +1.1% 25,234 $1.8M
Ascent Wealth Partners, LLC 0.27% Add +1.2% 25,177 $1.8M
American Assets Investment Management, LLC 0.17% No change 25,000 $1.8M
Tidal Investments LLC 0.03% Reduce -13.4% 24,849 $1.8M
Perigon Wealth Management, LLC 0.05% Add +9.7% 24,634 $1.8M
Stolper Co 0.64% Add +0.2% 24,569 $1.8M
FAS Wealth Partners, Inc. 0.16% Add +0.6% 24,495 $1.8M
Leo Wealth, LLC 0.18% Add +226.6% 24,446 $1.7M
Capstone Investment Advisors, LLC 0.06% Add +354.0% 24,305 $1.7M
Citizens National Bank Trust Department 0.40% Add +0.6% 24,271 $1.7M
Tyche Wealth Partners LLC 0.42% Add +2.7% 24,185 $1.7M
Claro Advisors Inc. 0.30% Add +3.7% 24,064 $1.7M
Linden Thomas Advisory Services, LLC 0.27% Add +0.3% 23,844 $1.7M
Kingswood Wealth Advisors, LLC 0.20% Reduce -8.5% 23,751 $1.7M
Concord Asset Management, LLC 0.45% Add +24.7% 23,742 $1.7M
Trust Co. of Vermont 0.09% Add +10.9% 23,721 $1.7M
LBMC Investment Advisors, LLC 0.15% Reduce -4.5% 23,499 $1.7M
Bleakley Financial Group, LLC 0.05% Reduce -3.9% 23,399 $1.7M
HF Advisory Group, LLC 0.93% Add +4.2% 23,255 $1.7M
Teza Capital Management LLC 0.22% Add +114.9% 23,213 $1.7M
Vectors Research Management, LLC 0.47% Reduce -29.0% 23,135 $1.7M
First City Capital Management, Inc. 0.91% Reduce -19.3% 22,825 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +16.7% 22,732 $1.6M
NTV Asset Management LLC 0.25% Reduce -4.5% 22,704 $1.6M
Stock Yards Bank & Trust Co. 0.05% Reduce -4.5% 22,521 $1.6M
Naviter Wealth, LLC 0.26% Add +10.9% 22,468 $1.6M
Susquehanna Fundamental Investments, LLC 0.07% New 22,400 $1.6M
Patten & Patten Inc. 0.11% Add +6.5% 22,092 $1.6M
Davis Capital Management 1.41% Add +3.9% 22,284 $1.6M
CPC Advisors, LLC 0.27% Reduce -2.1% 21,973 $1.6M
Wedbush Securities Inc. 0.06% Add +11.6% 21,923 $1.6M
Cohen Klingenstein LLC 0.06% No change 21,800 $1.6M
Alberta Investment Management Corp 0.02% No change 21,700 $1.6M
ZWJ Investment Counsel Inc. 0.07% Reduce -1.4% 21,695 $1.6M
CreativeOne Wealth, LLC 0.06% Add +64.1% 21,634 $1.6M
Capital Investment Advisory Services, LLC 0.17% Reduce -11.7% 21,566 $1.5M
Orange Investment Advisors, Inc. 0.18% Reduce -0.7% 21,504 $1.5M
Old North State Trust, LLC 1.30% — 21,473 $1.5M
Versor Investments LP 0.31% New 21,400 $1.5M
Brown Brothers Harriman & Co. 0.01% Reduce -5.5% 21,386 $1.5M
RFP Financial Group LLC 0.60% Add +1.3% 21,372 $1.5M
Mgo One Seven LLC 0.08% Add +2.0% 21,104 $1.5M
Peoples Financial Services Corp. 0.65% Reduce -9.8% 21,027 $1.5M
Farmers & Merchants Investments Inc. 0.05% Reduce -4.8% 20,944 $1.5M
Advisors Capital Management, LLC 0.03% Reduce -3.2% 20,878 $1.5M
Cordgrass Capital Advisors, LLC 0.46% Add +0.1% 20,793 $1.5M
Southeast Asset Advisors, LLC 0.18% Reduce -0.7% 20,791 $1.5M
CI Investments Inc. 0.01% Add +13.4% 20,784 $1.5M
Parsons Capital Management Inc. 0.10% No change 20,653 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% Add +90.8% 20,517 $1.5M
Horizon Investments, LLC 0.04% Add +2.6% 20,508 $1.5M
Caprock Group, LLC 0.08% Add +5.3% 20,358 $1.5M
Sumitomo Life Insurance Co. 0.04% Reduce -4.2% 20,332 $1.5M
Good Life Advisors, LLC 0.13% Add +1.3% 20,210 $1.4M
Canal Insurance CO 0.37% No change 20,000 $1.4M
SevenBridge Financial Group, LLC 0.32% No change 18,882 $1.4M
First United Bank & Trust 0.53% Add +11.9% 19,903 $1.4M
Smith, Moore & Co. 0.15% Reduce -3.5% 19,883 $1.4M
Weaver Capital Management LLC 0.41% Add +18.1% 19,839 $1.4M
Mayfair Advisory Group, LLC 1.03% Add +0.8% 19,776 $1.4M
Westpac Banking Corp. 0.11% Add +5.4% 19,737 $1.4M
Romano Brothers and Company 0.19% Reduce -0.3% 19,729 $1.4M
Derbend Asset Management 0.69% Add +15.3% 19,628 $1.4M
Mystic Asset Management, Inc. 0.58% Add +6.0% 19,556 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.07% Add +3.8% 19,521 $1.4M
Eagle Rock Investment Company, LLC 0.26% Add +3.0% 19,435 $1.4M
Empowered Funds, LLC 0.03% Add +7.9% 19,369 $1.4M
Burns J W & Co. Inc. 0.19% Reduce -5.3% 19,340 $1.4M
Hilltop National Bank 0.47% — 19,214 $1.4M
MSH Capital Advisors LLC 0.48% Reduce -2.2% 19,186 $1.4M
Principal Securities, Inc. 0.04% Add +1.4% 19,155 $1.4M
Wealthspire Advisors, LLC 0.02% Reduce -38.5% 19,144 $1.4M
Cohen Capital Management, Inc. 0.24% No change 19,000 $1.4M
Ethic Inc. 0.03% Reduce -7.2% 18,968 $1.4M
Brooks, Moore & Associates, Inc. 0.87% Reduce -2.1% 18,956 $1.4M
Cullen Investment Group, LTD. 0.21% Reduce -4.3% 19,012 $1.4M
1834 Investment Advisors Co. 0.16% Reduce -11.2% 18,878 $1.4M
Salem Investment Counselors Inc. 0.04% Add +0.4% 18,806 $1.3M
Hilltop Holdings Inc. 0.15% Reduce -6.3% 18,639 $1.3M
Abbrea Capital, LLC 0.18% Reduce -2.1% 18,627 $1.3M
Bristlecone Advisors, LLC 0.12% Add +5.7% 18,582 $1.3M
Strategic Blueprint, LLC 0.09% Add +5.1% 18,544 $1.3M
Spreng Capital Management, Inc. 0.72% No change 18,523 $1.3M
Arete Wealth Advisors, LLC 0.12% Add +0.3% 18,510 $1.3M
Smith Group Asset Management, LLC 0.08% Reduce -29.4% 18,478 $1.3M
SWAN Capital LLC 0.75% Add +1.0% 18,436 $1.3M
Wealth Alliance, LLC 0.17% Add +2.6% 18,412 $1.3M
Twin Capital Management Inc. 0.16% Add +53.0% 18,383 $1.3M
Cadence Bank 0.10% Reduce -3.9% 18,365 $1.3M
LMG Wealth Partners, LLC 0.33% Add +11.3% 18,358 $1.3M
Regent Peak Wealth Advisors LLC 0.33% Add +0.3% 18,314 $1.3M
Geneos Wealth Management Inc. 0.06% Add +0.2% 18,304 $1.3M
Aigen Investment Management, LP 0.29% New 18,296 $1.3M
Mather Group, Llc. 0.02% Reduce -5.2% 18,658 $1.3M
Quantitative Investment Management, LLC 0.08% Reduce -49.5% 18,178 $1.3M
ICW Investment Advisors LLC 0.58% Add +0.7% 18,137 $1.3M
Glenview Trust Co 0.03% Reduce -9.3% 18,124 $1.3M
Moody National Bank Trust Division 0.10% Reduce -1.0% 18,070 $1.3M
Monte Financial Group, LLC 0.57% Reduce -0.3% 18,065 $1.3M
Venture Visionary Partners LLC 0.06% Reduce -39.6% 17,964 $1.3M
Ranch Capital Advisors Inc. 0.70% Add +2.1% 17,962 $1.3M
Summit Financial, LLC 0.08% New 17,954 $1.3M
Axxcess Wealth Management, LLC 0.04% Add +16.3% 17,942 $1.3M
NorthRock Partners, LLC 0.05% Reduce -5.2% 17,897 $1.3M
SVB Wealth LLC 0.03% Add +0.6% 17,811 $1.3M
Fourpath Capital Management, LLC 0.89% Reduce -1.6% 17,791 $1.3M
Benedict Financial Advisors Inc. 0.32% Reduce -0.0% 17,717 $1.3M
Investment Management Corp of Ontario 0.04% Reduce -30.7% 17,642 $1.3M
Register Financial Advisors LLC 0.66% Add +14.6% 17,590 $1.3M
Strategic Planning Group, LLC 0.31% Add +20.9% 17,517 $1.3M
Baillie Gifford & Co. 0.00% New 17,500 $1.3M
Farmers National Bank 0.37% Reduce -9.7% 17,469 $1.3M
HHM Wealth Advisors, LLC 0.20% Add +0.8% 17,333 $1.2M
Wellington Shields & Co., LLC 0.42% Reduce -15.6% 17,284 $1.2M
&partners 0.17% Add +77.9% 17,278 $1.2M
Delta Asset Management LLC 0.11% Reduce -1.5% 17,248 $1.2M
Hills Bank & Trust Co 0.10% Add +3.5% 17,228 $1.2M
Verition Fund Management LLC 0.01% Reduce -56.2% 17,105 $1.2M
Aviva PLC 0.00% Add +2.6% 17,005 $1.2M
NJ State Employees Deferred Compensation Plan 0.15% No change 17,000 $1.2M
High Net Worth Advisory Group LLC 0.38% Add +3.8% 16,981 $1.2M
Jeppson Wealth Management, LLC 0.47% Reduce -0.1% 16,957 $1.2M
Pacific Wealth Strategies Group, Inc. 1.02% Add +6.0% 16,954 $1.2M
Centennial Bank 0.62% Reduce -1.6% 16,929 $1.2M
Realta Investment Advisors 0.25% Add +21.9% 16,863 $1.2M
Accurate Wealth Management, LLC 0.35% Reduce -0.7% 16,760 $1.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.50% Add +20.7% 16,858 $1.2M
Clifford Swan Investment Counsel LLC 0.04% No change 16,852 $1.2M
Assetmark, Inc. 0.00% Reduce -10.1% 16,809 $1.2M
SeaCrest Wealth Management, LLC 0.15% Reduce -16.5% 16,774 $1.2M
Bard Financial Services, Inc. 0.13% No change 16,585 $1.2M
Great Lakes Retirement, Inc. 0.18% New 16,560 $1.2M
LVZ, Inc. 0.16% Reduce -0.2% 16,461 $1.2M
Gleason Group, Inc. 0.25% Add +1.0% 16,423 $1.2M
Ipswich Investment Management Co., Inc. 0.28% No change 16,421 $1.2M
Sculati Wealth Management, LLC 0.51% Reduce -11.8% 16,410 $1.2M
Adirondack Trust Co. 0.49% Reduce -1.2% 16,349 $1.2M
Quadrature Capital Ltd 0.02% New 16,280 $1.2M
Kovack Advisors, Inc. 0.14% Add +10.1% 16,267 $1.2M
DMC Group, LLC 1.01% Add +11.1% 16,253 $1.2M
Creative Financial Designs Inc. 0.11% Reduce -13.6% 16,226 $1.2M
Compound Planning, Inc. 0.11% Add +100.5% 16,213 $1.2M
Vinva Investment Management Ltd 0.07% Add +67.2% 16,183 $1.2M
CapWealth Advisors, LLC 0.13% Reduce -0.6% 16,177 $1.2M
Cornell Pochily Investment Advisors, Inc. 0.46% Add +0.9% 16,141 $1.2M
RDA Financial Network 0.40% Add +7.5% 16,128 $1.2M
Sandy Spring Bank 0.05% Reduce -7.0% 16,096 $1.2M
Means Investment Co., Inc. 0.15% Reduce -8.1% 15,838 $1.1M
Stokes Family Office, LLC 0.14% Add +0.1% 15,829 $1.1M
International Assets Investment Management, LLC 0.12% Reduce -7.5% 15,826 $1.1M
Cullen/Frost Bankers, Inc. 0.02% Reduce -6.6% 15,685 $1.1M
FinTrust Capital Advisors, LLC 0.22% Add +0.5% 15,682 $1.1M
Griffin Asset Management, Inc. 0.13% Reduce -4.3% 15,668 $1.1M
TrinityPoint Wealth, LLC 0.19% Add +1.5% 15,666 $1.1M
Global Retirement Partners, LLC 0.04% Add +5.1% 15,616 $1.1M
Philadelphia Trust Co. 0.09% Reduce -14.1% 15,550 $1.1M
Cape Investment Advisory, Inc. 0.52% Add +10.6% 15,550 $1.1M
Ignite Planners, LLC 0.31% Reduce -12.7% 15,593 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.27% Reduce -1.2% 15,361 $1.1M
Diversified Trust Co. 0.03% Add +1.8% 15,325 $1.1M
Choreo, LLC 0.03% Add +2.1% 15,300 $1.1M
Summit Global Investments 0.08% Add +54.6% 15,275 $1.1M
Arrowstreet Capital, Limited Partnership 0.00% New 15,246 $1.1M
L.M. Kohn & Company 0.31% Add +3.4% 15,235 $1.1M
Focus Partners Advisor Solutions, LLC 0.03% Add +137.2% 15,229 $1.1M
Highline Wealth Partners LLC 0.44% Add +0.0% 15,172 $1.1M
Busey Bank 0.04% Add +0.4% 15,149 $1.1M
Focus Financial Network, Inc. 0.05% — 15,395 $1.1M
Valeo Financial Advisors, LLC 0.04% Reduce -0.7% 14,681 $1.1M
Powers Advisory Group, LLC 0.62% Reduce -1.7% 15,087 $1.1M
Archford Capital Strategies, LLC 0.18% Reduce -1.3% 15,075 $1.1M
Confluence Wealth Services, Inc. 0.09% Add +15.1% 14,932 $1.1M
Meeder Advisory Services, Inc. 0.11% Reduce -7.4% 14,900 $1.1M
Composition Wealth, LLC 0.03% Add +309.9% 14,871 $1.1M
Asset Dedication, LLC 0.08% Reduce -41.0% 14,634 $1.1M
Mitchell Sinkler & Starr 0.27% Reduce -60.9% 14,793 $1.1M
Trustco Bank Corp. N Y 1.10% Reduce -5.3% 14,718 $1.1M
Retirement Planning Co of New England, Inc. 0.57% Reduce -15.2% 14,610 $1.0M
D L Carlson Investment Group Inc. 0.20% Reduce -3.4% 14,598 $1.0M
Rowlandmiller & Partners.adv 0.22% No change 14,595 $1.0M
Old National Bancorp 0.02% Reduce -7.8% 14,559 $1.0M
Sheets Smith Wealth Management 0.12% Add +0.6% 14,441 $1.0M
Chatham Capital Group, Inc. 0.19% Add +0.4% 14,244 $1.0M
Asset Advisors Investment Management, LLC 0.11% Reduce -2.4% 14,211 $1.0M
Ti-Trust, Inc. 0.75% No change 14,210 $1.0M
Brighton Jones LLC 0.04% Add +10.8% 14,208 $1.0M
Spire Wealth Management 0.02% Add +5.3% 14,154 $1.0M
Personal Cfo Solutions, LLC 0.16% Reduce -5.3% 14,149 $1.0M
Earnest Partners LLC 0.00% Add +2.8% 14,126 $1.0M
TCW Group Inc. 0.01% Reduce -14.7% 14,124 $1.0M
White Lighthouse Investment Management Inc. 0.21% Add +0.0% 14,100 $1.0M
Integrated Advisors Network LLC 0.05% Add +0.0% 14,079 $1.0M
Ables, Iannone, Moore & Associates, Inc. 0.72% Reduce -7.0% 14,071 $1.0M
Procyon Advisors, LLC 0.08% Reduce -15.4% 13,962 $1.0M
Stableford Capital II LLC 0.40% Add +5.8% 13,946 $1.0M
SignalPoint Asset Management, LLC 0.27% Add +0.0% 13,926 $999K
Guardian Investment Management 0.80% Reduce -3.5% 13,910 $998K
Lineweaver Wealth Advisors, LLC 0.24% Add +16.3% 13,856 $994K
West Bancorporation Inc. 0.65% No change 13,820 $991K
GoalVest Advisory LLC 0.33% Add +10.4% 13,812 $991K
Chemung Canal Trust Co. 0.19% Reduce -2.0% 13,807 $991K
Red Door Wealth Management, LLC 0.19% Reduce -0.6% 13,801 $990K
Berkeley Capital Partners, LLC 0.30% Reduce -0.3% 13,796 $990K
XML Financial, LLC 0.10% Add +3.6% 13,743 $986K
ForthRight Wealth Management, LLC 0.35% Add +9.8% 13,705 $983K
Empire Financial Management Company, LLC 0.32% No change 13,667 $980K
Patton Albertson Miller Group, LLC 0.15% Reduce -7.3% 13,660 $980K
United Bank 0.12% No change 13,600 $976K
Bahl & Gaynor LLC 0.01% Add +55.7% 13,548 $972K
Silvercrest Asset Management Group LLC 0.01% Reduce -3.6% 13,523 $970K
Trust Point Inc. 0.08% Reduce -20.8% 13,515 $970K
FCG Investment Co 0.77% Add +28.6% 13,454 $965K
Checchi Capital Advisers, LLC 0.08% Add +0.8% 13,391 $961K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +1.0% 13,269 $952K
Burney Co./ 0.04% Reduce -5.7% 13,266 $952K
Country Club Bank 0.07% Reduce -2.5% 13,082 $939K
Columbus Macro, LLC 0.35% Reduce -4.9% 13,031 $935K
Carnegie Investment Counsel 0.03% Add +2.7% 13,030 $935K
Evercore Wealth Management, LLC 0.01% Reduce -5.4% 12,955 $929K
Nilsine Partners, LLC 0.13% Add +0.3% 12,932 $928K
Rollins Financial Advisors, LLC 0.17% Add +12.8% 12,880 $924K
Western Wealth Management, LLC 0.07% Reduce -34.4% 12,837 $921K
Silver Oak Securities, Incorporated 0.14% Reduce -7.8% 12,832 $921K
Koshinski Asset Management, Inc. 0.09% Add +19.1% 12,782 $917K
Jaffetilchin Investment Partners, LLC 0.08% Reduce -4.4% 12,681 $910K
Schechter Investment Advisors, LLC 0.07% Add +4.8% 12,658 $908K
Widmann Financial Services, Inc. 0.76% Reduce -1.5% 12,565 $901K
Waterfront Wealth Inc. 0.25% Add +2.5% 12,116 $901K
Columbia Asset Management 0.18% No change 12,818 $899K
SRH Advisors, LLC 0.28% No change 12,525 $899K
Meiji Yasuda Life Insurance Co 0.02% No change 12,439 $892K
Mesirow Financial Investment Management, Inc. 0.02% Add +6.1% 12,410 $890K
Nwam LLC 0.07% Add +8.8% 11,605 $890K
Financial Advocates Investment Management 0.05% Add +2.4% 12,362 $887K
Guardian Wealth Advisors, LLC / NC 0.11% Add +5.0% 12,360 $887K
RS Crum Inc. 0.24% No change 12,312 $883K
Cornerstone Management, Inc. 0.20% Add +0.0% 12,290 $882K
LVW Advisors, LLC 0.15% Add +15.9% 12,278 $881K
ICA Group Wealth Management, LLC 0.18% Add +59.9% 12,264 $880K
Symphony Financial, Ltd. Co. 0.20% Reduce -29.2% 12,247 $879K
Smartleaf Asset Management LLC 0.17% Add +35.3% 12,346 $877K
Keudell/Morrison Wealth Management 0.26% Add +0.0% 12,191 $875K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.6% 12,187 $874K
Smith Salley Wealth Management 0.07% Add +286.4% 12,180 $874K
Private Capital Management, LLC 0.10% Reduce -65.9% 12,122 $870K
Marino, Stram & Associates LLC 0.21% Add +0.1% 12,112 $869K
Townsquare Capital LLC 0.01% Add +61.5% 12,088 $867K
Advisor OS, LLC 0.10% Add +46.5% 12,068 $866K
Aft, Forsyth & Company, Inc. 0.49% No change 11,998 $861K
Shepherd Financial Partners LLC 0.11% Add +0.2% 11,922 $855K
Intrust Bank NA 0.09% Add +1.4% 11,915 $855K
Resources Management Corp. /CT/ 0.12% No change 11,860 $851K
Freedom Investment Management, Inc. 0.07% Add +12.8% 11,851 $850K
Ami Asset Management Corp. 0.04% New 11,837 $849K
Baker Boyer National Bank 0.29% No change 11,741 $842K
Cassaday & Co Wealth Management LLC 0.03% Add +1.8% 11,711 $840K
Rogco, LP 0.34% Reduce -3.1% 11,679 $838K
Grey Ledge Advisors, LLC 0.24% Reduce -4.3% 11,651 $836K
Blue Fin Capital, Inc. 0.19% Reduce -2.8% 11,642 $835K
Bangor Savings Bank 0.09% Reduce -2.2% 11,611 $833K
Bush Investment Group, LLC 0.73% Add +73.1% 11,594 $832K
Cigna Investments Inc. 0.16% Reduce -0.3% 11,513 $826K
Siemens Fonds Invest GmbH 0.06% Reduce -4.0% 11,467 $823K
Nicollet Investment Management, Inc. 0.30% No change 11,461 $822K
Valmark Advisers, Inc. 0.01% Add +0.4% 11,359 $815K
Lazard Asset Management LLC 0.00% Reduce -14.5% 11,356 $814K
LaFleur & Godfrey LLC 0.12% Add +0.1% 11,340 $814K
Viawealth, LLC 0.51% No change 11,319 $812K
Cobblestone Capital Advisors LLC 0.05% Add +2.2% 11,316 $812K
Legacy Wealth Asset Management, LLC 0.23% Add +1.1% 11,283 $809K
Silverlake Wealth Management LLC 0.41% Add +5.8% 11,264 $808K
RIA Advisory Group LLC 0.33% Add +77.4% 11,250 $807K
Gilbert & Cook, Inc. 0.11% Reduce -0.1% 11,194 $803K
Cannon Financial Strategists, Inc. 0.16% No change 11,185 $802K
Venturi Wealth Management, LLC 0.05% Reduce -7.0% 11,184 $802K
Ashton Thomas Private Wealth, LLC 0.05% Reduce -9.7% 11,099 $796K
1620 Investment Advisors, Inc. 0.80% Reduce -94.4% 600 $792K
Aberdeen Wealth Management LLC 0.46% Add +2.8% 11,029 $791K
BIP Wealth, LLC 0.06% Add +6.8% 10,950 $786K
Kuhn & Co Investment Counsel 0.74% No change 10,939 $785K
Farmers Trust Co. 0.16% No change 10,935 $784K
Wintrust Investments LLC 0.07% Add +0.5% 10,903 $782K
Andra AP-fonden 0.01% New 10,900 $782K
Boston Financial Mangement LLC 0.02% Add +7.2% 10,822 $776K
Wright Investors Service Inc. 0.20% Reduce -2.9% 10,816 $776K
Members Trust Co 0.02% Add +4.2% 10,780 $773K
Fidelis Capital Partners, LLC 0.12% Add +11.9% 10,763 $772K
Plimoth Trust Co. LLC 0.21% Reduce -3.4% 10,732 $770K
Sterling Investment Counsel, LLC 0.36% Add +15.4% 10,732 $770K
Detalus Advisors, LLC 0.27% Reduce -3.2% 10,731 $770K
Midland Wealth Advisors, LLC 0.05% Add +23.0% 10,665 $765K
Jackson Thornton Wealth Management, LLC 0.13% Add +0.1% 10,661 $765K
Bedell Frazier Investment Counselling, LLC 0.19% Reduce -4.5% 10,601 $761K
Sunburst Financial Group, LLC 0.21% Reduce -3.7% 10,620 $755K
Chesley Taft & Associates LLC 0.04% Reduce -1.1% 10,515 $754K
Visionary Horizons, LLC 0.59% Reduce -5.0% 10,972 $754K
Morningstar Investment Management LLC 0.08% No change 10,487 $752K
Citizens Financial Group Inc. 0.03% Reduce -30.8% 10,476 $752K
Firethorn Wealth Partners, LLC 0.44% Reduce -2.0% 10,474 $751K
Eudaimonia Partners, LLC 0.18% Reduce -2.5% 10,451 $750K
Farther Finance Advisors, LLC 0.05% Add +12.2% 10,521 $748K
HBK Sorce Advisory LLC 0.03% Add +0.9% 10,374 $744K
Wedmont Private Capital 0.05% Reduce -7.4% 10,502 $741K
Acorn Wealth Advisors, LLC 0.39% Add +7.6% 10,329 $741K
St. Johns Investment Management Company, LLC 0.36% Add +10.2% 10,328 $741K
Investment Partners Asset Management, Inc. 0.67% No change 10,291 $738K
Balboa Wealth Partners 0.24% Add +11.4% 10,282 $738K
Court Place Advisors, LLC 0.24% Reduce -4.6% 10,279 $737K
EPG Wealth Management LLC 0.18% Add +0.2% 10,273 $737K
Ancora Advisors LLC 0.02% Add +3.6% 10,245 $735K
NovaPoint Capital, LLC 0.26% Reduce -13.0% 10,223 $733K
Marco Investment Management LLC 0.07% Add +0.2% 10,159 $729K
Centre Asset Management, LLC 0.17% Reduce -3.4% 10,143 $728K
North Star Investment Management Corp. 0.05% Add +0.1% 10,144 $728K
Verity Asset Management, Inc. 0.40% Add +0.0% 10,118 $726K
Mendel Money Management 0.34% Add +4.3% 10,101 $725K
Prosperity Consulting Group, LLC 0.09% Add +53.9% 10,062 $722K
Journey Advisory Group, LLC 0.09% No change 10,033 $720K
Park Place Capital Corp 0.26% Reduce -13.1% 10,008 $718K
Arrow Financial Corp 0.07% Reduce -0.1% 10,000 $717K
Excalibur Management Corp. 0.30% No change 9,935 $713K
Graves Light Lenhart Wealth, Inc. 0.08% Add +0.0% 9,929 $712K
HM Payson & Co. 0.01% Reduce -3.4% 9,833 $705K
Trueblood Wealth Management, LLC 0.40% Reduce -0.7% 9,815 $704K
Allred Capital Management, LLC 0.27% Reduce -1.6% 9,765 $701K
Summit Financial Group, Inc. 0.25% Reduce -3.0% 9,734 $698K
Bryn Mawr Trust Advisors, LLC 0.04% Add +0.1% 9,693 $695K
Quadrant Capital Group LLC 0.05% Reduce -5.0% 9,644 $692K
Park National Corp. 0.03% Reduce -2.6% 9,637 $691K
CWS Financial Advisors, LLC 0.28% Reduce -53.4% 9,623 $690K
Stiles Financial Services Inc 0.28% Add +33.4% 9,615 $690K
Gratus Capital, LLC 0.03% Reduce -2.1% 9,589 $688K
Monetary Management Group Inc. 0.19% Reduce -3.0% 9,576 $687K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -2.8% 9,550 $685K
Parallel Advisors, LLC 0.02% Add +6.2% 9,548 $685K
Retirement Guys Formula LLC 0.33% New 9,543 $685K
Beaumont Financial Advisors, LLC 0.06% Reduce -2.5% 9,519 $683K
Resolution Capital Ltd 0.01% Add +10.4% 9,514 $683K
Benin Management CORP 0.22% Add +0.3% 9,491 $681K
Baldwin Investment Management, LLC 0.09% Add +7.7% 9,475 $680K
Qtron Investments LLC 0.10% Add +36.6% 9,446 $678K
First Hawaiian Bank 0.02% Add +2.5% 9,440 $677K
Edge Financial Advisors LLC 0.60% — 9,438 $677K
Affinity Wealth Management LLC 0.13% No change 9,433 $677K
BlueChip Wealth Advisors LLC 0.43% Reduce -13.6% 9,397 $674K
First National Corp. /Ma/ 0.17% No change 9,611 $674K
Essex Bank 0.20% No change 9,588 $672K
West Family Investments, Inc. 0.21% Add +7.3% 9,340 $670K
Bradley Foster & Sargent Inc. 0.01% Reduce -2.8% 9,320 $669K
MADDEN SECURITIES Corp 0.31% No change 9,296 $667K
Intrua Financial, LLC 0.10% Reduce -2.4% 9,267 $665K
Linscomb Wealth, Inc. 0.03% Reduce -6.6% 9,237 $663K
ProVise Management Group, LLC 0.06% Reduce -7.8% 9,204 $660K
Walter & Keenan Wealth Management LLC /in/ 0.22% Add +0.1% 9,189 $659K
Xcel Wealth Management, LLC 0.21% Add +29.9% 9,181 $659K
Brooklyn Investment Group 0.28% Reduce -6.3% 9,242 $657K
Ritholtz Wealth Management 0.02% Reduce -0.8% 9,156 $657K
Clearstead Advisors, LLC 0.03% Add +4.0% 8,334 $656K
Wells Trecaso Financial Group, LLC 0.23% No change 9,055 $650K
Jones Financial Companies LLLP 0.00% Add +103.1% 9,041 $649K
Bridgefront Capital, LLC 0.49% New 9,008 $646K
Chicago Partners Investment Group LLC 0.03% Reduce -1.2% 8,818 $646K
Significant Wealth Partners LLC 0.42% Add +171.4% 8,980 $644K
Danske Bank A/S 0.00% — 8,963 $643K
Carmichael Hill & Associates, Inc. 0.26% Add +0.0% 8,953 $642K
Community Bank of Raymore 0.30% Reduce -26.3% 8,950 $642K
Cypress Capital Group 0.08% Add +2.8% 8,948 $642K
Modera Wealth Management, LLC 0.01% Add +0.3% 8,924 $640K
KPP Advisory Services LLC 0.18% Reduce -3.3% 8,903 $639K
Home Federal Bank of Tennessee 0.20% Reduce -0.6% 8,890 $638K
Roberts Glore & Co. Inc. 0.19% Reduce -1.1% 8,890 $638K
Wagner Wealth Management, LLC 0.19% Reduce -6.4% 8,886 $637K
Successful Portfolios LLC 0.43% Reduce -6.6% 8,868 $636K
Infrastructure Capital Advisors, LLC 0.10% Reduce -22.4% 8,851 $635K
Exencial Wealth Advisors, LLC 0.02% Add +34.1% 8,844 $634K
Rehmann Capital Advisory Group 0.05% Add +8.9% 8,843 $634K
Clear Creek Financial Management, LLC 0.08% Add +19.0% 8,834 $634K
Flputnam Investment Management Co. 0.01% Reduce -4.3% 8,826 $633K
SteelPeak Wealth, LLC 0.03% Add +2.1% 8,825 $633K
Woodward Diversified Capital, LLC 0.39% Add +13.9% 8,825 $633K
Gables Capital Management Inc. 0.35% Add +5.1% 8,796 $631K
Marietta Wealth Management, LLC 0.10% Add +0.2% 8,783 $630K
Garner Asset Management Corp 0.24% Reduce -10.6% 8,765 $629K
Ameritas Advisory Services, LLC 0.03% Reduce -7.8% 8,510 $629K
Kennedy Investment Group, Inc. 0.33% Add +1.7% 8,721 $626K
Nomura Holdings Inc. 0.01% Reduce -60.5% 8,708 $625K
Insight Inv LLC 0.54% Reduce -17.3% 8,705 $624K
Howard Capital Management Group, LLC 0.05% No change 8,698 $624K
Sunbelt Securities, Inc. 0.07% Reduce -2.0% 8,664 $622K
Valley Brook Capital Group, Inc. 0.50% Reduce -7.2% 8,648 $620K
Occudo Quantitative Strategies LP 0.11% New 8,642 $620K
Montecito Bank & Trust 0.12% Add +49.2% 8,633 $619K
Vista Capital Partners, Inc. 0.08% Reduce -22.3% 8,625 $619K
Shulman DeMeo Asset Management LLC 0.16% Reduce -1.6% 8,622 $619K
Rwa Wealth Partners, LLC 0.01% Reduce -0.4% 8,569 $615K
JT Stratford LLC 0.12% Reduce -11.6% 8,554 $614K
Field & Main Bank 0.24% Add +28.5% 8,550 $613K
FourThought Financial Partners, LLC 0.07% Reduce -11.6% 8,529 $612K
Wealth Dimensions Group, Ltd. 0.18% Reduce -1.7% 8,520 $611K
Mechanics Financial Corp 0.32% No change 8,509 $610K
William Allan Corp 0.40% Reduce -0.7% 8,483 $609K
Kowal Investment Group, LLC 0.13% Add +7.5% 8,476 $608K
Moneco Advisors, LLC 0.10% Add +0.7% 8,442 $606K
Summit Trail Advisors, LLC 0.02% Add +3.3% 8,435 $605K
First Dallas Securities Inc. 0.28% Reduce -5.1% 8,420 $604K
Perpetual Ltd 0.01% No change 8,484 $603K
First Manhattan Co. Llc. 0.00% Add +233.0% 8,322 $599K
Rodgers Brothers Inc. 0.08% Reduce -3.5% 8,343 $599K
PSI Advisors, LLC 0.22% Add +22.1% 8,331 $598K
CHICAGO TRUST Co NA 0.12% Reduce -7.3% 8,315 $597K
Northstar Advisory Group, LLC 0.36% Add +2.5% 7,594 $594K
Second Line Capital, LLC 0.19% Add +19.6% 8,276 $594K
Atlantic Union Bankshares Corp 0.05% Reduce -2.4% 8,235 $591K
Colonial River Investments, LLC 0.33% Add +27.9% 8,218 $590K
Constitution Capital LLC 0.33% Add +20.4% 8,200 $588K
First Command Advisory Services, Inc. 0.01% Reduce -1.9% 8,186 $587K
Franklin Street Advisors Inc. 0.04% Add +0.1% 8,175 $587K
Grove Bank & Trust 0.10% Reduce -55.0% 8,129 $583K
Beacon Financial Group 0.07% No change 8,126 $583K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +2.9% 8,106 $582K
Groesbeck Investment Management Corp. 0.62% New 8,100 $581K
Richwood Investment Advisors, LLC 0.51% No change 8,053 $578K
Nicholas Wealth, LLC. 0.45% Add +0.6% 8,052 $578K
Belpointe Asset Management LLC 0.04% Reduce -7.6% 8,048 $577K
Clearstead Trust, LLC 0.15% Reduce -27.1% 8,028 $576K
Bath Savings Trust Co 0.06% Add +0.9% 8,008 $574K
World Equity Group, Inc. 0.12% Add +5.5% 7,920 $568K
W Advisors, LLC 0.39% Add +0.5% 7,850 $563K
Edge Capital Group, LLC 0.03% Reduce -10.8% 7,839 $562K
GAMMA Investing LLC 0.11% Add +31.6% 7,819 $561K
Prairie Sky Financial Group LLC 0.33% Reduce -1.9% 7,745 $556K
Optimum Investment Advisors 0.25% Add +3.4% 7,706 $553K
Faithward Advisors, LLC 0.10% Add +131.6% 7,637 $548K
Mainsail Asset Management, LLC 0.45% No change 7,632 $547K
Thrive Wealth Management, LLC 0.11% Add +2.1% 7,574 $543K
Yeomans Consulting Group, Inc. 0.24% Add +6.9% 7,543 $541K
Element Wealth, LLC 0.32% Reduce -4.0% 7,539 $541K
Firestone Capital Management 0.15% No change 7,524 $540K
McLean Asset Management Corp 0.18% Add +0.2% 7,638 $539K
Skyline Advisors, Inc. 0.24% No change 7,507 $539K
McGlone Suttner Wealth Management, Inc. 0.10% Add +14.9% 7,464 $536K
Novak & Powell Financial Services, Inc. 0.40% Reduce -2.6% 7,436 $533K
Roundview Capital LLC 0.04% Add +24.9% 7,435 $533K
CoreCap Advisors, LLC 0.03% Add +7.0% 7,423 $533K
Diversify Advisory Services, LLC 0.03% — 7,489 $532K
Lakeshore Financial Planning, Inc. 0.27% Add +0.9% 7,411 $532K
Fiduciary Trust Co 0.01% Add +33.6% 7,412 $532K
Caldwell Trust Co 0.06% Add +8.1% 7,404 $531K
Sard Wealth Management Group, LLC 0.48% Add +1.1% 7,390 $530K
Delta Financial Group, Inc. 0.16% Add +1.0% 7,394 $530K
Aviance Capital Partners, LLC 0.08% New 7,385 $530K
Strategic Wealth Partners, Ltd. 0.06% Add +4.2% 7,380 $529K
Wulff, Hansen & Co. 0.53% No change 7,363 $528K
Atlas Brown,Inc. 0.19% Reduce -16.6% 7,359 $528K
Archer Investment Corp 0.16% No change 7,350 $527K
Mission Wealth Management, LP 0.01% Add +16.2% 7,301 $524K
Symmetry Partners, LLC 0.04% Add +24.9% 7,274 $522K
KG Capital Management 0.21% Add +4.6% 7,256 $520K
Peninsula Asset Management Inc. 0.28% Reduce -2.7% 7,190 $516K
Cambridge Trust Co. 0.02% No change 7,187 $516K
Cidel Asset Management Inc. 0.04% Add +2.1% 7,153 $513K
David J Yvars Group 0.35% Add +0.1% 7,152 $513K
Formidable Asset Management, LLC 0.08% Add +17.4% 7,135 $512K
Beaumont Asset Management, L.L.C. 0.34% Add +1.8% 7,134 $512K
Mogy Joel R Investment Counsel Inc. 0.03% No change 7,131 $512K
Welch & Forbes LLC 0.01% Reduce -5.0% 7,110 $510K
Sentry LLC 0.10% Reduce -0.0% 7,109 $510K
Conning Inc. 0.02% Reduce -3.1% 7,101 $509K
City State Bank 0.22% No change 7,076 $508K
Clarius Group, LLC 0.04% Reduce -22.4% 7,061 $507K
Beacon Investment Advisors LLC 0.29% Add +0.4% 7,060 $506K
Wealthspire Retirement, LLC 0.04% Add +0.2% 7,052 $506K
Plan Group Financial, LLC 0.33% Add +43.6% 7,052 $506K
Islay Capital Management, LLC 0.38% Add +5.3% 7,019 $504K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -4.3% 7,004 $502K
Autumn Glory Partners, LLC 0.25% No change 6,995 $502K
Epoch Investment Partners, Inc. 0.00% Reduce -7.0% 6,988 $501K
Union Savings Bank 0.26% Add +3.3% 6,986 $501K
Allegheny Financial Group 0.15% Add +0.0% 6,982 $501K
Sound Income Strategies, LLC 0.04% Add +4.6% 6,941 $498K
Chicago Capital, LLC 0.02% Reduce -8.8% 6,941 $498K
Syon Capital LLC 0.05% Add +11.2% 6,938 $498K
Baldwin Wealth Partners LLC 0.04% Reduce -8.3% 6,900 $495K
Slagle Financial, LLC 0.27% Reduce -51.6% 6,899 $495K
Mraz, Amerine & Associates, Inc. 0.09% No change 6,890 $494K
Keystone Financial Group 0.07% Add +21.4% 6,890 $494K
Lathrop Investment Management Co. 0.10% No change 6,890 $494K
Wealth Alliance Advisory Group, LLC 0.11% No change 6,884 $494K
Van Hulzen Asset Management, LLC 0.03% Reduce -4.1% 6,864 $492K
Angeles Investment Advisors, LLC 0.03% Add +31.8% 6,855 $492K
Berger Financial Group, Inc 0.04% Add +6.0% 6,840 $491K
Client 1ST Advisory Group, LLC 0.22% No change 6,803 $488K
Stokes Capital Advisors, LLC 0.14% Reduce -1.8% 6,794 $487K
Longfellow Investment Management Co. LLC 0.11% Add +0.7% 6,753 $484K
Builder Investment Group Inc. 0.14% No change 6,729 $483K
Summit Financial Wealth Advisors, LLC 0.10% Add +5.0% 6,721 $482K
Cozad Asset Management Inc. 0.05% Reduce -1.3% 6,699 $481K
Asahi Life Asset Management Co., LTD. 0.29% New 6,652 $477K
Congress Asset Management Co. 0.00% Reduce -0.9% 6,647 $477K
AdvisorNet Financial, Inc 0.05% Reduce -13.8% 6,625 $475K
IVC Wealth Advisors LLC 0.27% Add +4.1% 6,601 $474K
Probity Advisors, Inc. 0.10% No change 6,600 $473K
Abel Hall, LLC 0.35% Add +2.1% 6,595 $473K
Brady Family Wealth, LLC 0.15% No change 6,580 $472K
Grey Street Capital, LLC 0.06% New 6,542 $469K
Prosperity Financial Group, Inc. 0.29% Add +12.2% 6,542 $469K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -18.2% 6,525 $468K
BCR Wealth Strategies, LLC 0.32% Add +0.2% 6,518 $468K
Burke & Herbert Bank & Trust Co. 0.35% Reduce -16.2% 6,504 $467K
Novare Capital Management LLC 0.04% Add +3.1% 6,471 $464K
Moloney Securities Asset Management, LLC 0.07% Reduce -5.7% 6,464 $464K
Marble Harbor Investment Counsel, LLC 0.05% Reduce -1.2% 6,457 $463K
Forum Financial Management, LP 0.01% Add +5.0% 6,451 $463K
Sonora Investment Management Group, LLC 0.04% Reduce -10.7% 6,410 $460K
STAR Financial Bank 0.39% No change 6,385 $458K
OneAscent Financial Services LLC 0.05% Reduce -1.7% 6,385 $458K
Mosaic Family Wealth Partners, LLC 0.08% Add +0.1% 6,380 $458K
GeoWealth Management, LLC 0.02% Add +9.3% 6,357 $456K
Ballew Advisors, Inc 0.31% Add +0.3% 6,518 $455K
LCNB Corp. 0.16% No change 6,321 $453K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -3.8% 6,302 $452K
Brevan Howard Capital Management LP 0.04% Add +93.0% 6,278 $450K
Tritonpoint Wealth, LLC 0.05% Add +2.0% 6,606 $450K
Bar Harbor Wealth Management 0.03% Reduce -2.9% 6,264 $449K
Moseley Investment Management Inc. 0.22% Reduce -9.5% 6,238 $448K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -5.7% 6,237 $447K
Avidian Wealth Enterprises, LLC 0.02% Add +3.0% 6,231 $447K
Elwood & Goetz Wealth Advisory Group, LLC 0.11% Add +9.5% 6,224 $447K
TBH Global Asset Management, LLC 0.09% Reduce -12.7% 6,220 $446K
Valued Retirements, Inc. 0.71% Add +0.2% 6,205 $445K
Sfmg, LLC 0.04% Add +0.5% 6,203 $445K
CX Institutional 0.02% Reduce -3.0% 6,179 $443K
Hexagon Capital Partners LLC 0.10% Reduce -2.1% 6,164 $442K
Virtue Capital Management, LLC 0.08% Reduce -32.0% 6,369 $442K
PFW Advisors LLC 0.13% Reduce -5.5% 6,151 $441K
Fee-Only Financial Planning, L.C. 0.30% No change 6,150 $441K
Patten Group, Inc. 0.11% Add +7.5% 6,144 $441K
GPS Wealth Strategies Group, LLC 0.07% Reduce -16.6% 6,135 $440K
Armstrong Advisory Group, Inc. 0.04% No change 6,270 $440K
Cohen Investment Advisors LLC 0.28% Reduce -4.0% 6,127 $440K
Cyndeo Wealth Partners, LLC 0.04% Reduce -2.8% 6,117 $439K
Insigneo Advisory Services, LLC 0.05% Add +7.7% 6,111 $438K
Heritage Wealth Advisors 0.02% No change 6,104 $438K
Summitry LLC 0.02% Reduce -18.1% 6,100 $438K
Lake Street Advisors Group, LLC 0.02% Add +5.8% 6,093 $437K
Mosley Wealth Management 0.41% Reduce -1.1% 6,071 $436K
Capital Asset Advisory Services LLC 0.02% Reduce -11.9% 6,227 $435K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% No change 6,054 $434K
Abound Wealth Management 0.17% Reduce -0.1% 6,054 $434K
FSA Advisors, Inc. 0.46% Add +0.4% 6,043 $434K
Cranbrook Wealth Management, LLC 0.11% No change 6,036 $433K
Magnolia Wealth Management, LLC 0.18% Add +100.0% 6,052 $432K
American Financial Advisors, LLC 0.06% Add +0.8% 6,017 $432K
BOS Asset Management, LLC 0.23% No change 6,012 $431K
Charles Schwab Trust Co 0.04% New 6,007 $431K
Schulhoff & Co. Inc. 0.19% No change 6,000 $430K
Girard Partners LTD. 0.04% Reduce -8.6% 5,989 $430K
Tradition Wealth Management, LLC 0.04% Reduce -3.6% 5,988 $430K
Key Client Fiduciary Advisors, LLC 0.23% Reduce -0.0% 5,987 $430K
Kingfisher Capital LLC 0.10% Add +0.5% 5,946 $427K
Kapstone Financial Advisors LLC 0.29% No change 5,952 $427K
Verus Financial Partners, Inc. 0.05% Reduce -4.2% 5,950 $427K
Diligent Investors, LLC 0.11% Add +0.1% 5,940 $426K
Evergreen Capital Management LLC 0.02% Add +6.1% 5,875 $421K
OMC Financial Services LTD 0.21% — 5,867 $421K
Moneta Group Investment Advisors LLC 0.01% Add +20.6% 5,861 $420K
Cross Staff Investments Inc 0.35% Reduce -3.3% 5,835 $419K
Paloma Partners Management Co 0.09% New 5,831 $418K
Red Wave Investments LLC 0.16% Add +1.5% 5,810 $417K
Petrus Trust Company, LTA 0.04% New 5,798 $416K
Trust Co. of Toledo NA 0.06% Reduce -19.2% 5,786 $415K
Juncture Wealth Strategies, LLC 0.18% Reduce -34.3% 5,766 $414K
O'ROURKE & COMPANY, Inc 0.24% Add +2.4% 5,758 $413K
Graypoint LLC 0.03% Reduce -12.7% 5,743 $412K
FDx Advisors, Inc. 0.06% Reduce -22.7% 5,742 $412K
Thoroughbred Financial Services, LLC 0.04% Reduce -41.1% 5,736 $411K
Beta Wealth Group, Inc. 0.20% Add +3.7% 5,715 $410K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 5,700 $409K
Doliver Advisors, LP 0.12% Reduce -3.7% 5,698 $409K
Wealth Group, Ltd. 0.31% — 5,692 $408K
Summit Asset Management, LLC 0.05% Add +0.3% 5,686 $408K
Tucker Asset Management LLC 0.09% Reduce -36.0% 5,670 $407K
Breakwater Capital Group 0.10% Add +7.0% 5,644 $405K
NorthCoast Asset Management LLC 0.01% New 5,641 $405K
Connectus Wealth, LLC 0.01% Reduce -64.6% 5,633 $404K
Pinion Investment Advisors, LLC 0.21% Add +18.9% 5,627 $404K
Colonial Trust Advisors 0.04% Reduce -0.1% 5,624 $403K
Cornerstone Wealth Management, LLC 0.03% Reduce -2.4% 5,606 $402K
Cornerstone Advisory, LLC 0.06% Add +10.3% 5,600 $402K
Glass Jacobson Investment Advisors llc 0.15% No change 5,584 $401K
St Germain D J Co. Inc. 0.02% Reduce -0.4% 5,581 $400K
Qsemble Capital Management, LP 0.09% Reduce -62.9% 5,548 $398K
Arcus Capital Partners, LLC 0.13% Add +0.8% 5,542 $398K
Gotham Asset Management 0.01% Reduce -0.0% 5,514 $396K
Keystone Financial Planning, Inc. 0.13% No change 5,508 $395K
Wrapmanager Inc. 0.11% Reduce -27.3% 5,492 $394K
Donald L. Hagan, LLC 0.21% No change 5,484 $393K
AlphaCore Capital LLC 0.10% Add +3.1% 5,481 $393K
Royal Fund Management, LLC 0.05% Add +11.9% 5,478 $393K
Lebenthal Global Advisors, LLC 0.09% Add +4.0% 5,468 $392K
Mathes Company, Inc. 0.15% Reduce -16.1% 5,450 $391K
Wealth Quarterback LLC 0.22% Add +5.8% 5,446 $391K
BBR Partners, LLC 0.03% New 5,426 $389K
Haverford Trust Co 0.00% Reduce -24.4% 5,426 $389K
Pinnacle Wealth Management Group, Inc. 0.29% Add +12.4% 5,424 $389K
JB Capital LLC 0.03% Add +0.1% 5,421 $389K
Bienville Capital Management, LLC 0.12% No change 5,400 $387K
Wilkins Investment Counsel Inc. 0.06% Add +86.2% 5,400 $387K
United Capital Management of KS, Inc. 0.09% Add +1.5% 5,399 $387K
Gratus Wealth Advisors, LLC 0.07% New 5,487 $387K
ML & R Wealth Management LLC 0.09% Reduce -0.2% 5,386 $386K
Bill Few Associates, Inc. 0.16% Add +31.9% 5,373 $385K
Pinnacle West Asset Management, Inc. 0.30% Add +0.4% 5,355 $384K
TruWealth Advisors, LLC 0.03% Add +5.1% 5,332 $383K
HUB Investment Partners, LLC 0.02% Add +0.2% 5,327 $382K
Balentine LLC 0.01% Reduce -7.2% 5,302 $380K
Mirador Capital Partners LP 0.07% Add +6.6% 5,300 $380K
Nicolet Advisory Services, LLC 0.04% Add +48.3% 5,383 $380K
Correct Capital Wealth Management 0.09% No change 5,250 $377K
Norden Group LLC 0.08% New 5,244 $376K
First National Bank & Trust Co. of Newtown 0.08% No change 5,235 $376K
NorthCrest Asset Manangement, LLC 0.01% Add +0.4% 5,229 $375K
Wolverine Trading, LLC 0.00% Add +9.7% 5,215 $374K
Buttonwood Financial Advisors Inc. 0.18% Reduce -5.7% 5,213 $374K
Astoria Portfolio Advisors LLC. 0.14% Add +11.9% 5,465 $374K
Oppenheimer Asset Management Inc. 0.01% Reduce -9.3% 5,192 $372K
Independent Financial Group, LLC 0.02% Reduce -8.0% 5,191 $372K
Eastover Investment Advisors LLC 0.18% No change 5,185 $372K
RB Capital Management, LLC 0.10% Reduce -3.1% 5,171 $371K
Smith Anglin Financial, LLC 0.04% Add +14.3% 5,164 $370K
Cladis Investment Advisory, LLC 0.27% No change 5,160 $370K
Wealth Management Associates, Inc. 0.17% Add +3.5% 4,767 $370K
Davis Investment Partners, LLC 0.16% Add +0.0% 5,284 $369K
WealthTrust Axiom LLC 0.12% Add +0.0% 5,138 $369K
Wynn Capital, LLC 0.28% Add +6.2% 5,129 $368K
Requisite Capital Management, LLC 0.08% No change 5,128 $368K
Cim Investment Management Inc. 0.11% No change 5,114 $367K
Beam Wealth Advisors, Inc. 0.22% Reduce -5.6% 5,094 $365K
Rise Advisors, LLC 0.19% Add +28.9% 5,085 $365K
Greylin Investment Management, Inc 0.06% No change 5,085 $365K
Sigma Investment Counselors Inc. 0.02% Add +0.2% 5,078 $364K
First Fiduciary Investment Counsel, Inc. 0.08% Reduce -26.0% 5,060 $363K
Chaney Capital Management, Inc. 0.29% Reduce -2.9% 5,018 $360K
REDW Wealth LLC 0.10% Add +0.9% 5,017 $360K
Legacy Financial Advisors, Inc. 0.06% Add +2.9% 5,017 $360K
Alpha Cubed Investments, LLC 0.02% Reduce -12.2% 5,013 $360K
Altus Wealth Group LLC 0.18% No change 4,994 $358K
Zhang Financial LLC 0.03% Add +1.0% 4,991 $358K
Retirement Planning Group, LLC 0.03% New 4,986 $358K
Cape Cod Five Cents Savings Bank 0.03% Reduce -9.5% 4,971 $357K
Keynote Financial Services LLC 0.30% — 4,958 $356K
Abn Amro Investment Solutions 0.01% Reduce -6.5% 4,948 $355K
Allen Capital Group, LLC 0.05% New 4,942 $355K
MKT Advisors LLC 0.19% Add +5.5% 5,075 $354K
Cutter & CO Brokerage, Inc. 0.09% Add +1.4% 4,930 $354K
Jentner Corp 0.12% Add +0.9% 4,918 $353K
CMG Global Holdings, LLC 0.24% No change 4,902 $352K
Sunpointe, LLC 0.39% Add +4.1% 4,871 $349K
Hummer Financial Advisory Services Inc 0.29% Add +6.6% 4,850 $348K
V-Square Quantitative Management LLC 0.05% No change 4,839 $347K
Campion Asset Management 0.27% Reduce -1.8% 4,830 $347K
Johnson Financial Group, Inc. 0.02% Add +144.2% 4,828 $346K
Southland Equity Partners LLC 0.10% Add +0.8% 4,828 $346K
Flagship Harbor Advisors, LLC 0.02% Add +6.1% 4,787 $343K
WASHINGTON TRUST Co 0.01% Add +0.7% 4,785 $343K
Lokken Investment Group LLC 0.17% Reduce -0.2% 4,785 $343K
Triton Wealth Management, PLLC 0.24% Reduce -0.2% 4,681 $343K
Certuity, LLC 0.03% Reduce -8.0% 4,769 $342K
Sage Mountain Advisors LLC 0.04% Reduce -6.7% 4,768 $342K
Williams Jones Wealth Management, LLC. 0.00% Reduce -1.7% 4,766 $342K
Tranquility Partners, LLC 0.13% Add +1.0% 4,746 $340K
Childress Capital Advisors, LLC 0.10% Reduce -8.5% 4,703 $337K
Boston Research & Management Inc. 0.08% No change 4,710 $337K
Pitcairn Co. 0.02% Add +23.1% 4,695 $337K
Elmwood Wealth Management, Inc. 0.14% Reduce -0.1% 4,693 $337K
Argent Advisors, Inc. 0.13% Add +8.3% 4,687 $336K
Relative Value Partners Group, LLC 0.02% No change 4,832 $336K
Rosenberg Matthew Hamilton 0.10% Reduce -4.5% 4,722 $336K
Patriot Investment Management Group, Inc. 0.03% Add +7.7% 4,677 $336K
Transcend Capital Advisors, LLC 0.03% Add +13.5% 4,668 $335K
Glen Eagle Advisors, LLC 0.06% Reduce -3.4% 4,664 $335K
Beacon Investment Advisory Services, Inc. 0.01% No change 4,664 $335K
Fonville Wealth Management LLC 0.15% New 4,662 $334K
FineMark National Bank & Trust 0.01% Reduce -12.0% 4,662 $334K
Bedel Financial Consulting, Inc. 0.05% No change 4,660 $334K
Thomas Story & Son LLC 0.14% No change 4,650 $334K
Independence Bank of Kentucky 0.10% No change 4,640 $333K
Avestar Capital, LLC 0.04% Add +6.3% 4,634 $332K
McGowan Group Asset Management, Inc. 0.05% Add +0.1% 4,632 $332K
NSI Retail Advisors, LLC 0.05% Reduce -19.2% 4,626 $332K
Altfest L J & Co. Inc. 0.05% No change 4,628 $332K
CSM Advisors, LLC 0.02% Reduce -19.2% 4,626 $332K
Meridian Financial Advisors, LLC 0.25% Reduce -6.1% 4,627 $332K
Duncker Streett & Co. Inc. 0.07% Reduce -4.2% 4,615 $331K
Violich Capital Management, Inc. 0.05% No change 4,595 $330K
Madison Park Capital Advisors, LLC 0.29% Add +1.0% 4,574 $328K
Citizens Business Bank 0.07% Add +12.2% 4,533 $325K
Fusion Capital, LLC 0.15% Add +1.1% 4,529 $325K
Seelaus Asset Management LLC 0.33% No change 4,513 $324K
Radnor Capital Management, LLC 0.06% No change 4,500 $323K
Brandywine Oak Private Wealth LLC 0.03% Add +8.2% 4,502 $323K
Waldron Private Wealth LLC 0.01% Reduce -11.3% 4,502 $323K
GHP Investment Advisors, Inc. 0.02% Add +0.1% 4,500 $323K
Capital Investment Counsel, Inc 0.06% No change 4,497 $323K
Scotia Capital Inc. 0.00% Reduce -6.4% 4,495 $322K
TCI Wealth Advisors, Inc. 0.03% Reduce -4.5% 4,492 $322K
Hanson & Doremus Investment Management 0.06% Reduce -4.9% 4,461 $320K
Veracity Capital LLC 0.12% Reduce -3.6% 4,457 $320K
Trilogy Capital Inc. 0.02% New 4,456 $320K
Investment House LLC 0.02% Add +0.6% 4,452 $319K
Dogwood Wealth Management LLC 0.22% Add +19.0% 4,447 $319K
Financial Management Professionals, Inc. 0.05% Reduce -1.6% 4,440 $319K
Financial Partners Group, Inc 0.05% New 4,431 $318K
J. L. Bainbridge & Co., Inc. 0.03% Add +0.1% 4,425 $317K
Thompson Investment Management, Inc. 0.05% Add +1.5% 4,424 $317K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -12.1% 4,417 $317K
9258 Wealth Management, LLC 0.05% Reduce -3.2% 4,407 $316K
Enterprise Financial Services Corp 0.19% Reduce -9.2% 4,398 $316K
Bluespring Wealth Management, LLC 0.03% Reduce -0.3% 4,394 $315K
Trust Co of the South 0.07% Reduce -2.0% 4,390 $315K
Coastline Trust Co 0.04% Reduce -43.3% 4,384 $315K
Wealthspan Partners, LLC 0.19% Add +4.5% 4,379 $314K
Appleton Partners Inc. 0.02% Reduce -23.0% 4,356 $312K
Trinity Financial Advisors LLC 0.14% Reduce -4.1% 4,346 $312K
Gilliland Jeter Wealth Management LLC 0.11% New 4,346 $312K
Semmax Financial Advisors Inc. 0.10% Add +0.9% 3,948 $311K
Bridges Investment Management Inc. 0.01% No change 4,325 $310K
Pinnacle Bancorp, Inc. 0.09% No change 4,321 $310K
Secure Asset Management, LLC 0.07% Reduce -0.7% 4,318 $310K
Peak Asset Management, LLC 0.06% Add +2.4% 4,310 $309K
Ascension Asset Management LLC 0.17% — 4,302 $309K
Longview Financial Advisors, Inc. 0.23% Add +0.1% 4,300 $309K
Sierra Summit Advisors LLC 0.08% Add +0.8% 4,294 $308K
Cooper Financial Group 0.05% Reduce -0.1% 4,292 $308K
Goldstone Financial Group, LLC 0.07% Add +5.3% 4,290 $308K
Bey-Douglas LLC 0.29% Add +0.1% 4,284 $307K
Inscription Capital, LLC 0.05% Reduce -6.5% 4,278 $307K
KMG Fiduciary Partners, LLC 0.03% Add +6.8% 4,266 $306K
Hall Capital Management Co. Inc. 0.15% Reduce -3.3% 4,248 $305K
Sittner & Nelson, LLC 0.15% No change 4,246 $305K
Wayfinding Financial, LLC 0.18% Reduce -1.4% 3,922 $304K
First Financial Bankshares Inc 0.01% Add +32.4% 4,237 $304K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -5.1% 4,235 $304K
Plante Moran Financial Advisors, LLC 0.03% Reduce -0.3% 4,223 $303K
Douglass Winthrop Advisors, LLC 0.01% No change 4,200 $301K
Paces Ferry Wealth Advisors, LLC 0.19% Reduce -15.3% 4,197 $301K
Institute for Wealth Management, LLC. 0.04% Reduce -5.2% 4,195 $301K
Aviso Wealth Management 0.19% Add +3.7% 4,194 $301K
Norwood Financial Corp 0.43% No change 4,158 $298K
Syverson Strege & Co 0.11% Add +2.5% 4,142 $297K
Northwest Bancshares, Inc. 0.05% Reduce -33.6% 4,137 $297K
Stratos Wealth Advisors, LLC 0.02% Reduce -91.5% 4,132 $296K
TRUE Private Wealth Advisors 0.03% Add +1.1% 4,126 $296K
Advisory Alpha, LLC 0.01% Reduce -8.6% 4,125 $296K
Round Rock Advisors LLC 0.07% No change 4,121 $296K
1ST Source Bank 0.02% No change 4,119 $295K
Willis Johnson & Associates, Inc. 0.03% Reduce -5.8% 4,114 $295K
Gen-Wealth Partners Inc 0.15% — 4,107 $295K
Dorsey & Whitney Trust CO LLC 0.02% Add +8.5% 4,098 $294K
Commerzbank Aktiengesellschaft 0.01% New 4,068 $292K
Veltria Advisors Corp. 0.08% New 4,058 $291K
Apella Capital, LLC 0.01% Reduce -1.8% 4,117 $291K
Penobscot Investment Management Company, Inc. 0.03% No change 4,050 $291K
EWG Elevate Inc. 0.11% Reduce -0.7% 4,023 $289K
Signal Advisors Wealth, LLC 0.07% Add +21.6% 4,018 $288K
Fagan Associates, Inc. 0.05% No change 4,011 $288K
LCM Capital Management Inc 0.19% Add +1.2% 4,004 $287K
Altus Wealth Management, LLC 0.15% No change 3,973 $285K
Lindbrook Capital, LLC 0.03% Reduce -22.9% 3,964 $284K
Kingdom Financial Group LLC. 0.20% Reduce -19.2% 3,950 $283K
Austin Private Wealth, LLC 0.03% Add +24.5% 3,991 $283K
Aprio Wealth Management, LLC 0.06% Reduce -15.1% 3,937 $282K
Bourne Lent Asset Management Inc. 0.11% No change 3,931 $282K
Byrne Asset Management LLC 0.23% Reduce -1.3% 3,925 $282K
Proficio Capital Partners LLC 0.03% Add +1.1% 3,924 $281K
OMNI 360 Wealth, Inc. 0.23% Reduce -1.9% 3,910 $280K
Alaethes Wealth, LLC 0.12% No change 3,905 $280K
Vicus Capital 0.03% New 3,905 $280K
Colton Groome Financial Advisors, LLC 0.11% Reduce -0.4% 3,900 $280K
Beck Mack & Oliver LLC 0.01% No change 3,900 $280K
Ausdal Financial Partners, Inc. 0.03% Reduce -5.0% 3,899 $280K
Frontier Asset Management, LLC 0.10% Add +1.0% 3,897 $280K
BLB&B Advisors, LLC 0.02% Add +12.7% 3,888 $279K
Quent Capital, LLC 0.03% Add +8.8% 3,883 $279K
Heartland Bank & Trust Co 0.16% No change 3,880 $278K
Armstrong, Fleming & Moore, Inc 0.19% No change 3,879 $278K
Coppell Advisory Solutions Corp. 0.05% — 3,877 $278K
Retirement Income Solutions, Inc. 0.06% No change 3,873 $278K
Aldebaran Financial Inc. 0.39% Reduce -11.4% 3,867 $277K
Searle & Co. 0.07% No change 3,858 $277K
Cabot Wealth Management Inc. 0.04% No change 3,855 $277K
American State Bank (Iowa) 0.19% No change 3,854 $276K
Financial Security Advisor, Inc. 0.10% Add +0.7% 3,847 $276K
WMG Financial Advisors, LLC 0.16% Add +5.1% 3,846 $276K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -0.5% 3,845 $276K
Eisler Capital (US) LLC 0.09% New 3,842 $276K
L2 Asset Management, LLC 0.09% Add +7.8% 3,841 $276K
Systematic Portfolios LLC 0.91% New 3,840 $275K
FLC Capital Advisors 0.07% No change 3,840 $275K
Live Oak Private Wealth LLC 0.05% No change 3,836 $275K
Plancorp, LLC 0.01% New 3,834 $275K
Fortitude Advisory Group L.L.C. 0.15% Reduce -1.5% 3,805 $273K
Meridian Investment Counsel Inc. 0.09% No change 3,802 $273K
Second Half Financial Partners, LLC 0.12% Add +1.6% 3,801 $273K
Fulton Breakefield Broenniman LLC 0.02% Add +11.0% 3,778 $271K
Klingman & Associates, LLC 0.02% No change 3,761 $270K
First Citizens Financial Corp 0.16% No change 3,757 $270K
Janiczek Wealth Management, LLC 0.06% Add +0.1% 3,757 $270K
O'Brien Greene & Co. Inc 0.09% Reduce -15.2% 3,750 $269K
KRS Capital Management, LLC 0.22% Reduce -15.1% 3,740 $268K
Ardent Capital Management, Inc. 0.13% No change 3,739 $268K
Tobam 0.02% Add +67.1% 3,729 $268K
GEM Asset Management, LLC 0.18% No change 3,830 $267K
Willis Investment Counsel 0.02% Reduce -1.1% 3,717 $267K
Hoylecohen, LLC 0.02% Reduce -13.9% 3,715 $267K
Vest Financial, LLC 0.01% New 3,710 $266K
King Wealth Management Group 0.05% No change 3,709 $266K
Relyea Zuckerberg Hanson LLC 0.05% Add +0.0% 3,682 $264K
WealthBridge Capital Management, LLC 0.09% Reduce -0.0% 3,672 $263K
Woodard & Co. Asset Management Group Inc. 0.07% No change 3,670 $263K
Sawyer & Company, Inc 0.11% No change 3,668 $263K
Athena Investment Management 0.16% No change 3,663 $263K
Strategic Advisors LLC 0.05% No change 3,661 $263K
Drake & Associates, LLC 0.10% Reduce -2.5% 3,654 $262K
Davis R M Inc. 0.01% Reduce -25.8% 3,653 $262K
Flaharty Asset Management, LLC 0.04% No change 3,650 $262K
Oak Family Advisors, LLC 0.10% No change 3,638 $261K
Country Trust Bank 0.01% Add +2.6% 3,633 $261K
Arbor Trust Wealth Advisors, LLC 0.14% No change 3,731 $260K
Arlington Trust Co LLC 0.07% Reduce -1.3% 3,625 $260K
Plato Investment Management Ltd 0.03% No change 3,622 $260K
Geller Advisors LLC 0.02% Add +1.8% 3,620 $260K
MBM Wealth Consultants, LLC 0.09% Reduce -1.5% 3,610 $259K
MIdWestOne Financial Group, Inc. 0.05% Reduce -1.9% 3,607 $259K
Integris Wealth Management, LLC 0.07% No change 3,600 $258K
Gateway Investment Advisers LLC 0.00% Reduce -6.5% 3,600 $258K
Moss Adams Wealth Advisors LLC 0.04% New 3,590 $258K
CW Advisors, LLC 0.00% Reduce -41.3% 3,575 $257K
Oliver Lagore Vanvalin Investment Group 0.08% Reduce -23.2% 3,574 $256K
Bank of New Hampshire 0.07% No change 3,568 $256K
Glass Wealth Management Co LLC 0.16% — 3,565 $256K
Wela Strategies, Inc. 0.12% Reduce -28.9% 3,559 $255K
NBW Capital LLC 0.05% Reduce -2.0% 3,554 $255K
Latitude Advisors, LLC 0.16% Add +22.3% 3,552 $255K
Palumbo Wealth Management LLC 0.11% Reduce -4.4% 3,546 $254K
Syntegra Private Wealth Group, LLC 0.03% Reduce -9.9% 3,546 $254K
Zullo Investment Group, Inc. 0.12% Add +2.6% 3,526 $253K
Salomon & Ludwin, LLC 0.02% Reduce -38.5% 3,509 $252K
Rainey & Randall Wealth Advisors Inc. 0.06% New 3,506 $252K
St. Louis Trust Co 0.04% No change 3,500 $251K
Benedetti & Gucer, Inc. 0.12% Reduce -28.6% 3,502 $251K
Apexium Financial, LP 0.02% Add +6.1% 3,470 $249K
Lifeworks Advisors, LLC 0.07% Reduce -5.8% 3,468 $249K
Financial Engines Advisors L.L.C. 0.00% New 3,464 $249K
Stonebridge Capital Advisors LLC 0.02% Reduce -0.4% 3,463 $248K
Adapt Wealth Advisors, LLC 0.18% — 3,462 $248K
Drive Wealth Management, LLC 0.07% Reduce -5.5% 3,459 $248K
Westwood Holdings Group Inc. 0.00% Reduce -45.0% 3,450 $248K
Marshall Wace, LLP 0.00% Reduce -99.8% 3,439 $247K
Allstate Corp. 0.02% Reduce -4.9% 3,431 $246K
Marcum Wealth, LLC 0.02% Reduce -25.4% 3,427 $246K
Aspen Grove Capital, LLC 0.07% Reduce -1.0% 3,418 $245K
Phillips Wealth Planners LLC 0.28% Add +3.9% 3,612 $245K
Fiduciary Alliance LLC 0.04% Reduce -8.1% 3,440 $245K
Old Second National Bank of Aurora 0.06% No change 3,408 $244K
Values First Advisors, Inc. 0.14% New 3,407 $244K
Family Asset Management, LLC 0.15% No change 3,402 $244K
Caisse de depot et placement du Quebec 0.00% Reduce -97.7% 3,402 $244K
Vise Technologies, Inc. 0.05% Reduce -5.2% 3,396 $244K
Merriman Wealth Management, LLC 0.01% No change 3,389 $243K
Private Portfolio Partners LLC 0.05% Reduce -3.9% 3,380 $242K
Worth Asset Management, LLC 0.15% Reduce -5.0% 3,372 $242K
Boyar Asset Management Inc. 0.16% No change 3,365 $241K
Eagle Wealth Strategies LLC 0.20% No change 3,394 $241K
Accredited Investors Inc. 0.02% Add +7.6% 3,358 $241K
Aveo Capital Partners, LLC 0.03% Reduce -4.3% 3,175 $241K
DF Dent & Co. Inc. 0.00% Reduce -0.2% 3,356 $241K
HC Advisors, LLC 0.11% Add +5.4% 3,340 $240K
Satovsky Asset Management LLC 0.07% Add +1.0% 3,333 $239K
Alpha Omega Wealth Management LLC 0.04% Add +13.6% 3,332 $239K
Aaron Wealth Advisors LLC 0.03% Add +7.4% 3,325 $239K
Nadler Financial Group, Inc. 0.03% Reduce -10.6% 3,309 $237K
Anchor Capital Advisors LLC 0.01% Reduce -2.9% 3,300 $237K
AlphaStar Capital Management, LLC 0.02% New 3,295 $236K
Summit Wealth Partners, LLC 0.05% Reduce -2.3% 3,290 $236K
Elevate Wealth Advisory, Inc. 0.21% Reduce -0.2% 3,287 $236K
Dean Investment Associates, LLC 0.03% Reduce -8.1% 3,286 $236K
Campbell Wealth Management 0.02% New 3,278 $235K
Ironsides Asset Advisors, LLC 0.08% Add +12.6% 3,268 $234K
Howe & Rusling Inc. 0.02% New 3,265 $234K
USAdvisors Wealth Management, LLC 0.09% Add +4.0% 3,294 $234K
Spirit of America Management Corp. 0.05% Add +14.0% 3,250 $233K
Saxony Capital Management, LLC 0.28% Reduce -5.8% 3,248 $233K
WealthPLAN Partners, LLC 0.02% No change 3,247 $233K
Insight Advisors, LLC/ PA 0.05% No change 3,238 $232K
WealthTrust Asset Management, LLC 0.18% Add +0.2% 3,236 $232K
Benjamin Edwards Inc. 0.05% Reduce -46.7% 3,240 $232K
Chesapeake Wealth Management 0.08% New 3,233 $232K
Morris Financial Concepts, Inc. 0.12% Reduce -6.1% 3,219 $231K
Private Capital Advisors, Inc. 0.03% No change 3,200 $230K
Crew Capital Management, Ltd 0.19% New 3,198 $229K
Beaird Harris Wealth Management, LLC 0.02% Add +10.5% 3,198 $229K
Mayflower Financial Advisors, LLC 0.04% Reduce -96.9% 3,195 $229K
Acadian Asset Management LLC 0.00% Add +1361.6% 3,201 $229K
Keebeck Wealth Management 0.03% Reduce -0.4% 3,191 $229K
Searcy Financial Services Inc. 0.12% No change 3,180 $228K
New Republic Capital, LLC 0.14% Reduce -2.0% 3,179 $228K
Gradient Investments LLC 0.01% Reduce -55.4% 3,166 $227K
Rossmore Private Capital 0.03% No change 3,163 $227K
Cedar Mountain Advisors, LLC 0.06% Add +1.0% 3,156 $226K
WMS Partners, LLC 0.02% Reduce -18.8% 3,154 $226K
OmniStar Financial Group, Inc. 0.21% No change 3,151 $226K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -0.2% 3,096 $226K
Coho Partners, Ltd. 0.01% No change 3,139 $225K
PFC Capital Group, Inc. 0.12% Reduce -8.7% 3,150 $225K
New Hampshire Trust 0.05% No change 3,133 $225K
Fulcrum Equity Management 0.26% No change 3,128 $224K
Stanley-Laman Group, Ltd. 0.03% No change 3,127 $224K
Investors Asset Management of Georgia Inc. /Ga/ 0.11% No change 3,126 $224K
North Star Asset Management Inc. 0.01% No change 3,126 $224K
Quadrant Private Wealth Management, LLC 0.06% Add +0.1% 3,124 $224K
Gilman Hill Asset Management, LLC 0.04% New 3,115 $223K
Biltmore Wealth Management, LLC 0.11% No change 3,182 $223K
Gibbs Wealth Management 0.13% — 3,107 $223K
Waterford Advisors, LLC 0.09% Reduce -10.9% 3,091 $222K
Octavia Wealth Advisors, LLC 0.03% Reduce -10.2% 3,057 $219K
Exchange Capital Management, Inc. 0.04% Add +0.7% 3,056 $219K
Berry Wealth Group, LP 0.18% Add +1.4% 3,037 $218K
Fort Washington Investment Advisors Inc. 0.00% Reduce -8.0% 3,029 $217K
Truvestments Capital LLC 0.08% Reduce -14.0% 3,021 $217K
Auxano Advisors, LLC 0.06% New 3,017 $216K
VeraBank, N.A. 0.07% No change 3,012 $216K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.7% 3,008 $216K
Lazari Capital Management, Inc. 0.12% Add +0.2% 3,006 $216K
Modern Wealth Management, LLC 0.02% New 3,004 $216K
KKM Financial LLC 0.10% No change 3,001 $215K
PBMares Wealth Management LLC 0.06% Reduce -15.1% 3,001 $215K
Asset Management Advisors, LLC 0.17% No change 3,000 $215K
CRA Financial Services, LLC 0.05% No change 2,999 $215K
Greenfield Savings Bank 0.11% Reduce -15.2% 2,998 $215K
Barlow Wealth Partners, LLC 0.03% Reduce -0.3% 3,120 $214K
Premier Path Wealth Partners, LLC 0.04% Reduce -19.1% 2,992 $214K
Gray Wealth Management Inc. 0.10% Reduce -2.5% 2,976 $213K
Sapient Capital LLC 0.00% Reduce -23.8% 2,967 $213K
Gerber, LLC 0.18% Reduce -10.4% 2,963 $213K
Ascent Group, LLC 0.02% Reduce -5.3% 2,937 $211K
Harvey Investment Co. LLC 0.02% No change 2,926 $210K
UNIVEST FINANCIAL Corp 0.06% No change 2,926 $210K
Maripau Wealth Management LLC 0.16% Add +1.3% 2,926 $210K
First Trust Investment Solutions L.P. 0.04% New 2,915 $209K
Renasant Bank 0.15% Reduce -9.8% 2,905 $208K
Catalyst Funds Management Pty Ltd 0.06% — 2,900 $208K
Sompo Asset Management Co., Ltd. 0.03% New 2,900 $208K
Sage Private Wealth Group, LLC 0.17% New 2,895 $208K
Councilmark Asset Management, LLC 0.15% — 2,883 $207K
Shufro Rose & Co. LLC 0.02% New 2,879 $207K
YHB Investment Advisors, Inc. 0.02% Reduce -2.5% 2,874 $206K
Wealthquest Corp 0.02% Reduce -5.6% 2,865 $206K
Ballentine Partners, LLC 0.00% Reduce -31.5% 2,852 $205K
Bank of Stockton 0.06% New 2,845 $204K
Quotient Wealth Partners, LLC 0.01% New 2,845 $204K
Keating Investment Counselors Inc. 0.07% New 2,843 $204K
Meadow Creek Wealth Advisors LLC 0.14% New 2,836 $203K
Financial Partners Group, LLC 0.08% New 2,827 $203K
Simon Quick Advisors, LLC 0.02% New 2,813 $202K
FSA Wealth Management LLC 0.09% No change 2,812 $202K
West Paces Advisors Inc. 0.05% Add +53.0% 2,812 $202K
Finer Wealth Management, Inc. 0.13% New 2,808 $201K
Motco 0.01% Reduce -0.2% 2,805 $201K
Arden Trust Co 0.03% Reduce -3.1% 2,805 $201K
Eagle Strategies LLC 0.04% Reduce -69.0% 2,801 $201K
Peoples Bank 0.16% No change 2,800 $201K
Ategra Capital Management, LLC 0.09% New 2,796 $201K
Princeton Global Asset Management LLC 0.05% Reduce -1.0% 2,796 $201K
Avior Wealth Management, LLC 0.01% Add +236.0% 2,765 $198K
Godsey & Gibb, Inc. 0.02% No change 2,765 $198K
NFSG Corp 0.08% Reduce -23.7% 2,701 $194K
Laffer Tengler Investments, Inc. 0.06% Reduce -2.8% 2,600 $187K
AlphaMark Advisors, LLC 0.07% Reduce -2.5% 2,589 $186K
Compass Wealth Management LLC 0.05% Add +87.6% 2,570 $184K
Parkside Financial Bank & Trust 0.03% Reduce -15.2% 2,569 $184K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +3.3% 2,554 $183K
Brown, Lisle/Cummings, Inc. 0.06% Add +0.2% 2,534 $182K
Tompkins Financial Corp. 0.02% Add +1.2% 2,484 $178K
Northwest Bank & Trust Co 0.16% No change 2,406 $177K
Westside Investment Management, Inc. 0.04% No change 2,453 $176K
WR Wealth Planners, LLC 0.05% New 2,446 $175K
Essex Investment Management Co. LLC 0.03% No change 2,400 $172K
Stephens Consulting, LLC 0.05% No change 2,379 $171K
Te Ahumairangi Investment Management Ltd 0.03% Reduce -22.8% 2,370 $170K
Harbor Investment Advisory, LLC 0.02% Reduce -5.3% 2,299 $165K
Ransom Advisory, Ltd 0.09% — 2,266 $163K
Chelsea Counsel Co. 0.09% Reduce -1.4% 2,255 $162K
Continuum Advisory, LLC 0.02% Reduce -41.7% 2,006 $157K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -0.5% 2,155 $155K
Legacy Bridge, LLC 0.09% No change 2,151 $154K
DT Investment Partners, LLC 0.02% No change 2,080 $149K
Indiana Trust & Investment Management Co 0.06% Add +31.7% 2,060 $148K
Smithfield Trust Co 0.01% Add +5.9% 2,028 $146K
Clear Investment Research, LLC 0.20% Add +0.7% 2,020 $145K
Covestor Ltd 0.09% Add +276.2% 2,005 $144K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -13.1% 1,739 $143K
TFC Financial Management, Inc. 0.03% Add +0.3% 1,988 $143K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +1.0% 1,970 $141K
CVA Family Office, LLC 0.02% Add +0.4% 1,946 $140K
PFG Private Wealth Management, LLC 0.09% Add +4614.6% 1,933 $139K
MCF Advisors LLC 0.01% No change 1,891 $136K
Riverview Trust Co 0.10% New 1,867 $134K
Community Bank, N.A. 0.02% Reduce -2.2% 1,750 $126K
Silvant Capital Management LLC 0.01% No change 1,727 $124K
Toth Financial Advisory Corp. 0.02% Add +0.3% 1,712 $123K
Manchester Capital Management LLC 0.01% Reduce -8.4% 1,652 $119K
MV Capital Management, Inc. 0.01% Add +0.4% 1,633 $117K
USA Financial Formulas 0.02% New 1,612 $116K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -3.6% 1,588 $114K
S.A. Mason LLC 0.07% No change 1,583 $114K
Deseret Mutual Benefit Administrators 0.06% Add +5.1% 1,561 $112K
Goodwin Investment Advisory 0.05% New 1,538 $110K
Slocum, Gordon & Co LLP 0.08% No change 1,534 $110K
Acima Private Wealth, LLC 0.04% No change 1,500 $108K
Colonial Trust Co / SC 0.02% Reduce -0.1% 1,485 $107K
Bogart Wealth, LLC 0.01% Add +17.7% 1,466 $105K
Bfsg, LLC 0.01% Add +2.9% 1,456 $104K
Mark Sheptoff Financial Planning, LLC 0.06% No change 1,450 $104K
McIlrath & Eck, LLC 0.02% Add +9.4% 1,442 $103K
Whittier Trust Co. 0.00% Reduce -12.3% 1,431 $103K
Proffitt & Goodson Inc. 0.02% No change 1,429 $103K
Tyler-Stone Wealth Management 0.04% Add +39.6% 1,411 $101K
Acropolis Investment Management, LLC 0.01% New 1,397 $100K
M&R Capital Management Inc. 0.02% Reduce -4.9% 1,350 $97K
Ostrum Asset Management 0.01% No change 1,350 $97K
Larson Financial Group LLC 0.01% Add +35.2% 1,344 $96K
Ruedi Wealth Management, Inc. 0.04% No change 1,329 $95K
Main Street Group, LTD 0.04% Add +47.2% 1,273 $91K
Caldwell Sutter Capital, Inc. 0.04% Add +4.1% 1,264 $91K
PrairieView Partners, LLC 0.01% No change 1,200 $87K
Knights of Columbus Asset Advisors LLC 0.01% No change 1,200 $86K
Carolinas Wealth Consulting LLC 0.02% Reduce -97.6% 1,184 $85K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -60.8% 1,176 $84K
Financial Gravity Asset Management, Inc. 0.02% Reduce -19.1% 1,203 $84K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,129 $81K
LRI Investments, LLC 0.02% — 1,123 $81K
New Covenant Trust Company, N.A. 0.08% — 1,121 $80K
Capital Advisors, Ltd. LLC 0.01% Reduce -5.5% 1,107 $79K
Stone House Investment Management, LLC 0.02% No change 1,097 $79K
Trust Co 0.01% No change 1,093 $78K
Addison Advisors LLC 0.03% Reduce -45.6% 1,087 $78K
Boyd Watterson Asset Management LLC 0.03% No change 1,070 $77K
Wetzel Investment Advisors, Inc. 0.04% No change 1,080 $76K
Transamerica Financial Advisors, LLC 0.01% Reduce -87.2% 1,055 $76K
Bellevue Asset Management, LLC 0.04% Add +0.4% 1,045 $75K
American National Bank & Trust 0.01% Reduce -2.1% 1,032 $74K
Beacon Capital Management, LLC 0.01% Reduce -6.5% 1,020 $73K
Lynwood Capital Management Inc. 0.43% New 1,000 $72K
Dagco, Inc. 0.03% New 1,000 $72K
Avalon Trust Co 0.01% Reduce -9.1% 1,000 $72K
Avion Wealth 0.02% Add +34.2% 965 $70K
Fortitude Family Office, LLC 0.04% Reduce -29.0% 932 $67K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 927 $67K
Richard W. Paul & Associates, LLC 0.03% Reduce -1.0% 922 $66K
First Foundation Advisors 0.00% New 922 $66K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 912 $65K
Northwest Investment Counselors, LLC 0.02% New 900 $65K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +7.2% 874 $63K
IAG Wealth Partners, LLC 0.01% No change 818 $59K
Vermillion & White Wealth Management Group, LLC 0.05% No change 789 $57K
SOA Wealth Advisors, LLC. 0.01% Add +0.4% 781 $56K
Bruce G. Allen Investments, LLC 0.05% Reduce -15.1% 779 $56K
CNB Bank 0.03% No change 778 $56K
Missouri Trust & Investment Co 0.02% Reduce -0.7% 770 $55K
Federation des caisses Desjardins du Quebec 0.00% No change 768 $55K
Barrett & Company, Inc. 0.03% No change 766 $55K
Hazlett, Burt & Watson, Inc. 0.03% No change 758 $54K
HighMark Wealth Management LLC 0.03% Add +0.1% 716 $51K
Canton Hathaway, LLC 0.01% No change 705 $51K
Atticus Wealth Management, LLC 0.02% No change 701 $50K
Cornerstone Planning Group LLC 0.02% Reduce -9.2% 662 $50K
Evermay Wealth Management LLC 0.01% Add +120.1% 678 $49K
Western Pacific Wealth Management, LP 0.03% No change 670 $48K
Cutler Group LLC / CA 0.02% Reduce -24.0% 676 $48K
Global Trust Asset Management, LLC 0.02% No change 663 $48K
Your Advocates Ltd., LLP 0.02% No change 650 $47K
Cetera Trust Company, N.A 0.03% No change 650 $47K
Washington Trust Advisors, Inc. 0.00% Reduce -13.3% 650 $47K
Piscataqua Savings Bank 0.04% No change 640 $46K
Rational Advisors, Inc. 0.00% No change 625 $45K
Highlander Capital Management, LLC 0.02% No change 620 $44K
Global Assets Advisory, LLC 0.03% New 607 $43K
Shell Asset Management Co. 0.00% Reduce -97.1% 549 $43K
Webster Bank, N. A. 0.00% No change 596 $43K
Carolina Wealth Advisors, LLC 0.02% No change 594 $43K
Stuart Chaussee & Associates, Inc. 0.01% No change 588 $42K
Aspire Private Capital, LLC 0.01% Add +0.2% 586 $42K
Valley National Advisers Inc. 0.01% Add +8.6% 571 $40K
Cassady Schiller Wealth Management, LLC 0.02% No change 556 $40K
Richardson Financial Services Inc. 0.03% Reduce -0.7% 554 $40K
Central Pacific Bank - Trust Division 0.01% — 553 $39K
TD Capital Management LLC 0.00% No change 546 $39K
Cedar Wealth Management, LLC 0.01% Add +63.2% 545 $39K
Center for Financial Planning, Inc. 0.01% Reduce -59.7% 540 $39K
Moser Wealth Advisors, LLC 0.02% No change 537 $39K
ORG Partners LLC 0.07% Reduce -82.3% 538 $38K
JFS Wealth Advisors, LLC 0.00% Reduce -66.5% 527 $38K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +3628.6% 522 $37K
Operose Advisors LLC 0.01% Add +24.4% 509 $37K
Tanglewood Legacy Advisors, LLC 0.02% No change 508 $36K
JNBA Financial Advisors 0.00% No change 506 $36K
Capital Analysts, LLC 0.00% No change 500 $36K
AllSquare Wealth Management LLC 0.02% No change 500 $36K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $36K
Tortoise Investment Management, LLC 0.00% No change 490 $35K
REAP Financial Group, LLC 0.01% Reduce -77.1% 489 $35K
Sanctuary Wealth Management, L.L.C. 0.03% No change 477 $34K
VitalStone Financial, LLC 0.03% No change 474 $34K
Leonteq Securities AG 0.00% Reduce -31.9% 467 $34K
Bell Investment Advisors, Inc 0.01% Reduce -1.7% 456 $33K
Northwest Capital Management Inc 0.01% No change 449 $32K
Versant Capital Management, Inc 0.01% Add +62.0% 444 $32K
SYSTM Wealth Solutions LLC 0.00% Reduce -39.0% 441 $32K
Voisard Asset Management Group, Inc. 0.02% Add +0.9% 440 $32K
Mb, Levis & Associates, LLC 0.02% Add +0.5% 418 $30K
Perritt Capital Management Inc 0.02% Add +1.0% 407 $29K
Spectrum Wealth Counsel, LLC 0.00% Add +101.5% 403 $29K
First Community Trust NA 0.03% No change 400 $29K
Birchbrook, Inc. 0.02% No change 400 $29K
West Branch Capital LLC 0.01% Reduce -52.5% 372 $27K
Prestige Wealth Management Group LLC 0.01% Reduce -34.9% 355 $25K
Altshuler Shaham Ltd 0.00% New 352 $25K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 350 $25K
Centerpoint Advisors, LLC 0.01% No change 346 $25K
FSC Wealth Advisors, LLC 0.02% Reduce -0.3% 347 $25K
Pension & Wealth Management Advisors, Inc. 0.02% New 345 $25K
Chilton Capital Management LLC 0.00% Reduce -14.0% 338 $24K
GW&K Investment Management, LLC 0.00% Add +7.5% 329 $24K
SJS Investment Consulting Inc. 0.00% Add +1250.0% 324 $23K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -53.0% 314 $23K
Morton Brown Family Wealth, LLC 0.01% No change 314 $23K
Nvwm, LLC 0.01% Reduce -5.5% 312 $22K
Pin Oak Investment Advisors Inc. 0.02% No change 300 $22K
Advantage Trust Co 0.02% No change 300 $22K
Trivant Custom Portfolio Group, LLC 0.01% No change 300 $22K
Core Wealth Advisors, Inc. 0.01% No change 300 $22K
Kelly Financial Services LLC 0.01% Add +1.0% 292 $21K
Winch Advisory Services, LLC 0.01% Add +34.8% 283 $20K
CBIZ Investment Advisory Services, LLC 0.00% New 283 $20K
Dunhill Financial, LLC 0.01% Add +4.9% 280 $20K
Transcendent Capital Group LLC 0.01% No change 279 $20K
Sachetta, LLC 0.01% No change 283 $20K
Financial Perspectives, Inc 0.01% No change 256 $18K
Key Financial Inc 0.00% Add +468.9% 256 $18K
Miller Wealth Advisors, LLC 0.01% No change 250 $18K
Clean Yield Group 0.01% No change 250 $18K
Central Bank & Trust Co. 0.00% No change 250 $18K
Wolff Wiese Magana LLC 0.02% Add +2.5% 244 $18K
WFA Asset Management Corp 0.01% Reduce -53.4% 232 $17K
Tidemark, LLC 0.01% No change 225 $16K
New England Capital Financial Advisors LLC 0.01% Add +0.9% 222 $16K
Eagle Bay Advisors LLC 0.01% Reduce -5.8% 213 $15K
Logan Capital Management Inc. 0.00% No change 210 $15K
Balefire, LLC 0.01% No change 204 $15K
Emfo, LLC 0.01% No change 200 $14K
CoreFirst Bank & Trust 0.01% No change 200 $14K
Impact Partnership Wealth, LLC 0.01% No change 200 $14K
NewSquare Capital LLC 0.00% Reduce -98.3% 1,681 $14K
Tsfg, LLC 0.00% Reduce -2.0% 200 $14K
Cyrus J. Lawrence, LLC 0.00% — 200 $14K
Horizon Financial Services, LLC 0.01% New 190 $14K
Hoese & Co LLP 0.01% No change 200 $13K
Tower View Wealth Management LLC 0.01% Add +1.1% 184 $13K
Private Wealth Management Group, LLC 0.01% No change 160 $11K
Westend Capital Management, LLC 0.00% — 156 $11K
Caitlin John, LLC 0.01% No change 150 $11K
FWL Investment Management, LLC 0.01% No change 150 $11K
Private Ocean, LLC 0.00% Add +145.0% 147 $11K
American Capital Advisory, LLC 0.01% Reduce -87.0% 150 $10K
Steph & Co. 0.00% No change 140 $10K
Elequin Capital, LP 0.01% New 139 $10K
Pingora Partners LLC 0.01% No change 130 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 121 $9K
Frazier Financial Advisors, LLC 0.01% Add +404.4% 116 $8K
Aspect Partners, LLC 0.01% No change 114 $8K
Guardian Wealth Management, Inc. 0.01% Add +0.9% 114 $8K
Nemes Rush Group LLC 0.00% No change 113 $8K
Financial Freedom, LLC 0.00% No change 109 $8K
Redmont Wealth Advisors LLC 0.01% New 105 $8K
Wellington Shields Capital Management, LLC 0.00% Add +1.0% 103 $7K
Criterion Capital Advisors, LLC 0.00% No change 101 $7K
Pineridge Advisors LLC 0.00% Reduce -15.3% 100 $7K
Arax Advisory Partners 0.00% New 100 $7K
Mma Asset Management LLC 0.00% New 91 $6K
Retirement Group, LLC 0.00% Add +1.2% 85 $6K
Penserra Capital Management LLC 0.00% Reduce -98.2% 90 $6K
MeadowBrook Investment Advisors LLC 0.01% No change 75 $5K
Alaska Permanent Fund Corp 0.00% New 72 $5K
Creekmur Asset Management LLC 0.00% Reduce -94.1% 66 $5K
Burkett Financial Services, LLC 0.00% Add +1.7% 61 $4K
CGC Financial Services, LLC 0.00% Reduce -77.8% 60 $4K
Frank, Rimerman Advisors LLC 0.00% No change 57 $4K
Atlas Capital Advisors Inc. 0.00% No change 47 $3K
Custom Portfolio Group LLC 0.00% No change 45 $3K
PayPay Securities Corp 0.13% Add +2.8% 37 $3K
Hollencrest Capital Management 0.00% No change 30 $2K
Trifecta Capital Advisors, LLC 0.00% No change 23 $2K
True Wealth Design, LLC 0.00% Add +75.0% 21 $2K
Financial Avengers, Inc. 0.00% No change 21 $1K
Raffa Wealth Management, LLC 0.00% No change 19 $1K
Castleview Partners, LLC 0.00% No change 18 $1K
WestEnd Advisors, LLC 0.00% No change 17 $1K
Valued Wealth Advisors LLC 0.00% Add +114.3% 15 $1K
Rakuten Securities, Inc. 0.00% Add +150.0% 15 $1K
Orion Capital Management LLC 0.00% No change 14 $1K
Delos Wealth Advisors, LLC 0.00% Reduce -44.4% 10 $718
Belmont Capital, LLC 0.00% No change 3 $190

"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.